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HomeMy WebLinkAboutCC WORKSESSION 07252000 Meeting Sheet IIIIII VIII VIII VIII VIII VIII IIII IIII 100569 BOX: 17 Folder: CC PACKETS 1999-2001 Document: CC WORKSESSION 07252000 CITY OF ST. ANTHONY CITY COUNCIL WORK SESSION AGENDA July 25, 2000 3:00 pm City Hall PAGE(S) 1. CALL TO ORDER. II. ROLL CALL. III. EHLERS PRESENTATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 IV. REVIEW PROPOSED 2001 CITY BUDGET, BUDGET CALENDAR, AND PROPOSED POLICIES (see attached First Draft). V. REVIEW CENTRAL PARK FUNDING OPTIONS . . . . . . . . . . . . . . . . 2 - 14 VI. REVIEW PERFORMANCE REVIEW SYSTEM FOR CITY MANAGER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 VII. OTHER BUSINESS. The regular Council meeting will begin at 7:00 pm. SANDWICHES WILL BE PROVIDED ABOUT 5: 15 PM . III. EHLERS PRESENTATION. 1 MEMORANDUM DATE: July 14, 2000 Meeting Date:July 25 Work Session TO: Mayor and Councilmembers FROM: Michael Mornson, City Managerh ITEM: EHLERS PRESENTATION - STAFF REPORT The company of Ehlers and Associates would like to give a brief, 20 - 30 minute,..presentation on possible services their company could provide the City of St. Anthony in the future. They provide services to municipalities in such areas as bonding, TIF development, planning, etc. Some of the services are currently provided to the City by Springsted and/or Dorsey & Whitney. They approached me in 1999 about assisting the City in the Salvation Army redevelopment and the Lowry Grove redevelopment. I've worked with this company in my previous employment as a Manager for government operations in Big Lake and Carver County. This presentation is to only introduce the company to the Council at this time. 85 E.SEVENTH PLACE,SUITE 100 2 SAINT PAUL,MN 55101-2887 651-223-3000 FAX:651-223-3002 SPRINGSTED Public Finance Advisors July 7, 2000 Mr. Michael Mornson, City Manager Mr. Warren Rolek, Superintendent St. Anthony City Hall St. Anthony New Brighton School District 3301 Silver Lake Road NE 3303— 33`d Avenue NE St. Anthony, MN 55418-1603 St. Anthony, MN 55418-9971 Re: Central Park Project Dear Mr. Mornson and Mr. Rolek: The City of St. Anthony and the St. Anthony School District are exploring ways of improving . Central Park that will provide enhanced facilities for both entities. The City and District.currently contribute equal amounts to the maintenance and upkeep of the facility. This report will explore four financing scenarios for upgrading the Central Park facilities. For the E. purposes of this report, we are assuming the costs will range from $700,000 to $1,000,000 and i.,. thus have used those outside parameters as the minimum/maximum of required financing. We will assume the financing programs will be spread over 10 or 15 years. ':L a:b The four scenarios we have examined are as follows: , 1. Tax Abatement 2. Referendum 3. Lease Revenue 4. Internal Loan 1. Tax Abatement A city or school district may abate taxes on certain parcels such that the maximum amount of abatement does not exceed the greater of $100,000 or 5% of the municipality's tax levy. Since the City levied $1,885,112 for taxes payable in 2000, 5% would equal $94,255. Thus, the maximum City abatement would be $100,000. The District's levy of $4,184,635 would limit the District's abatement to $209,231. There are two tax increment financing ("TIF") districts that expire in 2000 and 2001. Since the taxes on the property have been used to pay for qualified tax increment expenses, they have not been available for general operations of the City or the District. Once the districts are de- certified, the parcels would be eligible for abatement purposes. Abatement is not permitted for parcels in a TIF district. Thus, the City and School District taxes levied on the property that normally would go to the general operating fund now would go to service new debt for the Park project. SAINT PAUL,MN • MINNEAPOLIS,MN • BROOKFIELD,WI • OVERLAND PARK,KS • WASHINGTON,DC • DES MOINES,IA Mr. Michael Mornson, City Manager 3 Mr. Warren Rolek, Superintendent July 7, 2000 Page 2 In order to establish an abatement project, a public hearing by both entities would be required. At the hearing, the plan to use the abated taxes, the term of the abatement and the amount of total abatement would be set forth. Our projections of use of abatement assume the City and School District will continue their 50/50 split and thus the debt service would be paid, in part, from the abated taxes. However, the City's share of property taxes is only $28,689, which would provide a total revenue of $59,378. Since the value of the property does not produce sufficient abated taxes to cover debt service, additional funds of the City and/or the School District will be required. The calculations and forecasted shortfall are shown on the Summary Page attached hereto. The potential tax impact for this program also is contained in the attached exhibits. 2. Referendum Cities and school districts also may seek the authority to issue debt for various purposes through a referendum process. This requires a resolution calling for a referendum, publishing a notice, identifying the polling places and providing a statement of tax impact. Since the Park is located entirely in the City, it is assumed the referendum would be conducted by the City and not by the School District or by both entities. Prior to the referendum, the City and School District should enter into an agreement outlining the proportional share of debt responsibility. Thus, when estimates of tax impact are prepared, realistic forecasts can be made. When a city seeks authorization to issue debt through a referendum, the taxes are spread against market value rather than the traditional net tax capacity. In this instance, the taxes levied by the City would be spread on market value but the School District, by virtue of the fact that it has entered into an "outside" agreement with the City, would levy its taxes in the traditional manner against net tax capacity. In the event the agreements were dissolved, the City would then have to levy the entire amount against market values. We note that taxes paid on a market value basis benefit non-homestead property in that all property having the same market value would pay the same tax regardless of the type of property. The attached exhibits show the estimated tax impact for this scenario. You will note that we have assumed the City spreads taxes against market value but the School District spreads taxes against tax capacity. As an example, the tax impact for a $1 million financing over 10 years for a $150,000 residential homestead property for City taxes would be $13.31, while that same property for School District taxes would be $10.87. 3. Lease Revenue As noted earlier, the City owns the Park but the City and School District maintain the facility. If the property is sold to the St. Anthony EDA, and that entity issues the debt, the City and the School District would enter into a lease arrangement with the EDA. While this would not necessarily constitute debt of either the City or the School District, the levies would be made to pay debt of another entity and thus would be outside any levy limits imposed by the Legislature. Based on earlier discussions with City and School District staff, this financing approach would place a higher responsibility on the City to make lease payments and thus we have assumed an 80/20 split between the City and the School District, respectively. This split can be modified once the parties agree to the percentages. 00 1 1i�1 C) ` r� �Ur -20000 \ _ City of St. Anthony, Minnesota I o '0 00 Estimated Tax Impact-Task 3 Scenario A B C D EDA Lease Revenue Request $46,165 -$35,234 $65,983 $50,317 Levy Levy Levy Levy Authority Authority Authority Authority Pay 2001 Pay 2001 Pay 2001 Pay 2001 Estimated Referendum 1999/2000 Rate on(c) Estimated Estimated Estimated . Estimated Market Market Net Tax NTC= 0.00897914 0.00685295 0.01283376 0.00978671 Value(a) Value Capacity(b) RMV= 0.00000000 0.00000000 0.00000000 0.00000000 Homestead Residential $75,000 $75,000 $750 $6.73 $5.14 $9.63 $7.34 100,000 100,000 . 1,156 10.38 7.92 14.84 11.31 125,000 125,000 1,569 14.08 10.75 20.13 15.35 150,000 150,000 1,981 17.79 13.58 25.42 19.39 175,000 175,000 2,394 21.49 16.40 30.72 23.42 200,000 200,000 2,806 25.20 19.23 36.01 27.46 225,000 225,000 3,219 28.90 22.06 41.31 31.50 250,000 250,000 3,631 32.60 24.88 46.60 35.54 300,000 300,000 4,456 40.01 30.54 57.19 43.61 500,000 500,000 7,756 69.64 53.15 99.54 75.91 Commercial/industrial $100,000 $100,000 $2,400 $21.55 $16.45 $30.80 $23.49 250,000 250,000 7,000 62.85 47.97 89.84 68.51 500,000 500,000 15,500 139.18 106.22 198.92 151.69 1,000,000 1,000,000 32,500 291.82 222.72 417.10 318.07 2,500,000 2,500,000 83,500 749.76 572.22 1,071.62 817.19 5,000,000 5,000,000 168,500 1,512.99 1,154.72 2,162.49 1,649.06 Apartments(4 or More Units) $100,000 $100,000 $2,400 $21.55 $16.45 $30.80 $23.49 175,000 175,000 4,200 37.71 28.78 53.90 41.10 250,000 250,000 6,000 53.87 41.12 77.00 58.72 500,000 500,000 12,000 1 107.751 1 82.24 1 154.01 117.44 (a) Estimated market value is the basis from which the net tax capacity is calculated. This value is not necessarily the price the property would bring if sold. (b) The 199912000 net tax capacity values reflect the change in class rates enacted by the 1999 legislature. (c) Tax rate increase is derived by dividing the levy on net tax capacity by the taxable net tax capacity and by dividing the levy on referendum market value by the total referendum market value. The dollar increase in taxes payable is derived by multiplying the net tax capacity by the net tax capacity rate increase and the referendum market value by the referendum market value rate. Prepared by:Springsted Incorporated(7/10/00) 00isd282.xis-Tlmp-CT3 ISD 282 -St. Anthony-New Brighton, Minnesota Estimated Tax Impact-Task 3 Scenario A B C D EDA Lease Revenue Request $46,165 $35,234 $65,983 $50,317 Levy Levy Levy Levy Authority Authority Authority Authority Pay 2001 Pay 2001 Pay 2001 Pay 2001 Estimated Referendum 1999/2000 Rate on(c) Estimated Estimated Estimated Estimated Market Market Net Tax NTC= 0.00745223 0.00566760 0.01065136 0.00812247 Value(a) Value Capacity(b) RMV= 0.00000000 0.00000000 0.00000000 0.00000000 Homestead Residential $75,000 $75,000 $750 $5.59 $4.27 $7.99 $6.09 100,000 100,000 . 1,156 8.61 6.57 12.31 9.39 125,000 125,000 1,569 11.69 8.92 16.71 12.74 150,000 150,000 1,981 14.76 11.27 21.10 16.09 175,000 175,000 2,394 17.84 13.61 25.49 19.44 200,000 200,000 2,806 20.91 15.96 29.89 22.79 225,000 225,000 3,219 23.98 18.31 34.28 26.14 250,000 250,000 3,631 27.06 20.65 38.68 29.49 300,000 300,000 4,456 33.21 25.34 47.46 36.19 500,000 500,000 7,756 57.80 44.11 82.61 63.00 Commercial/Industrial $100,000 $100,000 $2,400 $17.89 $13.65 $25.56 $19.49 250,000 250,000' 7,000 52.17 39.81 74.56 56.86 500,000 500,000 15,500 115.51 88.16 165.10 125.90 1,000,000 1,000,000 32,500 242.20 184.85 346.17 263.98 2,500,000 2,500,000 83,500 622.26 474.91 889.39 678.23 5,000,000 5,000,000 168,500 1,255.70 958.36 1,794.75 1,368.64 Apartments(4 or More Units) $100,000 $100,000 $2,400 $17.89 $13.65 $25.56 $19.49 175,000 175,000 4,200 31.30 23.89 44.74 34.11 250,000• 250,000 6,000 44.71 34.13 63.91 48.73 500,000 500,000 12,000 89.43 68.251 97.47 (a) Estimated market value is the basis from which the net tax capacity is calculated. This value is not necessarily the price the property would bring if sold. (b) The 199912000 net tax capacity values reflect the change in class rates enacted by the 1999 legislature. (c) Tax rate increase is derived by dividing the levy on net tax capacity by the taxable net tax capacity and by dividing the levy on referendum market value by the total referendum market value. The dollar increase in taxes payable is derived by multiplying the net tax capacity by the net tax capacity rate increase and the referendum market value by the referendum market value rate. Prepared by:Springsted Incorporated(7/10/00) 00isd282.)ds-Tlmp-DT3 P19� UM SRW, Inc. July 12, 2000 f� Jay Hartman City Engineer City of St. Anthony- 3301 Silver Lake Road St. Anthony, MN 55418-1699 RE: Central Park Redevelopment Proposal Dear Jay, Thank you for the opportunity to present this proposal for preparation of construction documents, construction administration and inspections for the remainder of the Central Park Master Plan. This proposal is based upon the park program, budget and layout that were agreed on at last nights'Parks Commission meeting. Assuming the City Council approves the project in September, we expect that construction could begin in June of 2001. We have organized the proposal into three sections: Construction Documents, Bid Letting and Construction Administration and Inspection.Fees for the proposed tasks are based upon one bid package and single phase of construction. The following work program outlines the tasks to be performed: Task I. Final Site Engineering and Construction Documents. Prepare final plans and specifications for bidding and construction of all proposed park improvements including the following activities: Prepare final site layout plan showing dimensions and locations of all proposed park facilities. Prepare site grading plan for the parking lot modifications, sled hill,playing fields, north play ground modifications and other park improvements. Prepare final utility plans for water and sanitary sewer connection to pre-fabricated restroom/ concession building and wading pool. Prepare construction details for all proposed park facilities including athletic facilities,pre- fabricated restroom/concession building foundation, wading pool, renovation of existing park Thresher Square 700 Third Street South Minneapolis, MN 55415 612.370.0700 Tel 612.370.1378 Fax Jay Hartman 10 July 12, 2000 �1 Page 2 J shelter, site furnishings, drinking fountain, decorative fencing, walkways, trails, lighting and landscaping. Prepare engineers'estimate of probable construction cost. Facilitate monthly design review meetings with City staff(4 estimated). Attend two Parks Commission meetings at the 75% and 95% stage to update the commission during the plan preparation and cost estimating process. Task II. Public Hearing and Bid Letting Attend public hearing to present project, answer questions, etc. Assist the public works director in the preparation of advertisement for bids. Attend bid opening, review and tabulate bids. Assist City engineer in bid award. Task III. Construction Administration and Inspection Assist City Engineer in award and administration of construction contract. Observe construction, review shop drawings, perform regular inspection of construction activities, prepare field reports, review testing reports, grade lines and layouts and report monthly progress to Parks Commission. Facilitate regular construction progress meetings with contractor and City engineer and review contractors application for payment and change orders. Prepare final punch list and review project completion. Inspect warranty work and monitor correction and completion activities. NOTE: Construction surveying and staking are not included in these services. This work would be provided by the general contractor. Jay Hartman July 12, 2000 Page 3 �n ZJ Fees Task I and II-Final Engineering & Construction Documents and Public Hearing &Bid Letting: $67,500 (4 1/2 % of estimated construction cost). Task III - Construction Administration and Inspection: $90,000 (6% of estimated construction cost). Construction cost estimated at$1,500,000, see attached estimate updated 7/12/00. Sub-consultants: Electrical engineering: $6,000,Wading-Pool: $5,000, Geo-technical exploration: $2,000, Architecture: $10,000. BRW INC. Fees: $157,500. Sub-consultants Fees $23,000. Estimated expenses: $1,500. Total Expenses and Fees: $182,500. Direct expenses include such things as mileage, blue printing, photography and photocopying. We estimate that expenses will run approximately$1,500. Invoicing will be monthly, net 30 days and will include a description of services provided and the percent complete by task. We hope this information is helpful in guiding the City's decision-making process. We are excited about building upon all the work that has been done so far and look forward to assisting St. Anthony in the redevelopment its park system. Sincerely, BRW,INC. Bob Kost, ASLA Landscape Architect Project Manager BK/dc cc: Auggie Wong, ASLA Gbye Gw � P� � Design Development Cost Estimate Central Park Improvement City of St.Anthony,Minnesota Revised 05/31/2000,07/05,07/12 Construction Limits Area=21.25 acres(City=12.1 acres(57%),School=9.15 acres(43%)) ot"A � aaUtlltz'COStt�'ti s27otalAljloUnt "�SeeNotel Q A. Site Work 1 Mobilization LS 1 $ 40,000.00 $ 40,000.00 2 Removals LS 1 $ 50,000.00 $ 50,000.00 3 Common Excavation CY 4,950 $ 6.00 $ 29,700.00 4 Common Borrow Loose Volume CY 6,650 $ 6.00 $ 39,900.00 5 To soil Borrow Loose Volume CY 15,750 $ 9.00 $ 141,750.00 6 Modular Block Retaining Wall SF 1200 $ 20.00 $ 24,000.00 B. Parkin 7 Conc. Curb and Gutter LF 1200 $ 10.00 $ 12,000.00 8 Bituminous Parking, Complete SY 2,850 $ 20.00 $ 57,000.00 91Stripping LS 1 $ 1,500.00 $ 1,500.00 C. Trails 10 81t.Wide Bit.Trail LF 2430 $ 13.00 $ 31,590.00 11 1Oft.Wide Bit.Trail LF 550 $ 13.00 $ 7,150.00 D. Ballfields D.1. Varsity Baseball 12 A -lime Infield CY 740 $ 22.00 $ 16,280.00 13 Backstop Fencing 16 ft LF 90 $ 110.00 $ 9,900.00 14 4 it high Players Bench Fence LF 40 $ 20.00 $ 800.00 15 8 ft high Outfield Fence LF 1160 $ 30.00 $ 34,800.00 16 Players Bench (Salvaged) EA 2 $ 100.00 $ 200.00 17 Pitcher's Mount EA 1 $ 250.00 $ 250.00 18 Bases EA 4, $ 50.00 $ 200.00 19 Warning Track CF 220 $ 22.00 $ 4,840.00 20 Concrete Pad for Bleachers and Players Bench SF 1120 $ 5.00 $ 5,600.00 D.2.Softball(Total =3 fields 21 Bases and Pitchers mount EA 15 $ 50.00 $ 750.00 fly 22 Backstop Fencing 16 ft LF 180 $ 110.00 $ .19,800.00 23 4 ft high Players Bench Fence LF 390 $ 20.00 $ 7,800.00 ' 24 Players Bench EA 4 $ 750.00 $ 3,000.00 25 Players Bench (Salvaged) EA 2 $ 100.00 $ 200.00 26 Concrete Pad for Bleachers and Players Bench SF 1260 $ 5.00 $ 6,300.00 27 Infill A lime CY 1500 $ 22.00 $ 33,000.00 D.3.Ice Hockey 28 Permanent Hockey Boards 3.5 ft Ht. LF 540 $ 15.00 $ 8,100.00 D.4.New Play Area 29 Shelter w/Bathrooms EA 1 $ 100,000.00 $ 100,000.00 30 Play Equipment LS 1 $ 40,000.00 $ 40,000.00 31 Rubberized Play area SF 4000 $ 13.00 $ 52,000.00 ' 32 Concrete area SF 7480 $ 5.00 $ 37,400.00 ' 33' Wading Pool(Complete) LS 1 $ 45,000.00 $ 45,000.00 ' D.5.Sand Volleyball 34 Sand Area LS 1 $ 2,000.00 $ 2,000.00 35 Wood Edger LF 180 $ 10.00 $ 1,800.00 36 Post and netting LS 1 $ 500.00 $ 500.00 D.6.Shuffleboard Total=2 37 Concrete Pad SF 12501 $ 6.00 $ 7,500.00 38 Equipment EA 2 $ 1,000.00 $ 2,000.00 D.7.Aggressive Skate Facility 39 Surfacing and Equipment LS 1 $ 50,000.00 $ 50,000.00 ' E. Softsca e 40 Deciduous Trees EA 80 $ . 350.00 $ 28,000.00 41 Evergreen Trees EA 30 $ 300.00 $ 9,000.00 42 Shrubs EA 200 $ 50.00 $ 10,000.00 43 Groundcovers EA 120 $ 20.00 $ 2,400.00 44' Sod SY 125001 $ 2.50 $ 31,250.00 45 Seed AC 13 $ 1,800.00 $ 23,400.00 F.Site Furnishings 46 Park Bench EA. 12 $ 900.00 $ 10,800.00 47 Litter Receptacle EA 8 $ 700.00 $ 5,600.00 48 Bike Rack EA 31 $ 500.00 Is 1,500.00 49 Drinkin Fountain JEA 11 $ 3,000.00 1 $ 3,000.00 W 50 Park Sin EA 3 $ .1,500.00 $ 4,500.00 51' Batting Cage Foundation&Relocation EA 2 $ 3,000.00 $ 6,000.00 ' 52 Soccer Goal Posts EA 6 $ 1,000.00 $ 6,000.00 G.Micellaneous 53 Lighting for Multi-use Fields EA 10 $ 20,000.00 $ 200,000.00 ' 54 Pedestrian Lighting EA 2 $ 3,000.00 $ 6,000.00 ' 55 Pavillion w/Concession and Bathroom SF 400 $ 200.00 $ 80,000.00 56 Irrigation for Varsity Baseball EA 1 $ 20,000.00 $ 20,000.00 ' 57 Irrigation for multi-use fields EA 3 $ 25,000.00 $ 75,000.00 ' 58 Bleachers EA 3 $ 5,000.00 $ 15,000.00 ' 59 Parkin Lot Resurfacing Mill and Overlay) SY 5000 $ 6.00. $ 30,000.00 ' 601 Parking Lot Stripping SY 5000 $ 1.20 $ 6,000.00 ' 61 Ornamental Fencing at N/E Park Entrance LF 80 $ 60.00 $ 4,800.00 Sub Total $ 1,502,860.00 Contingency(10%) $ 150,286.00 Grand Total $ 1,653,146.00 30' Includes new pool foundation,mechanical,connection,electrical and all related pool construction. 44' Includes 3 ft.wide on both sides of trail,varsity baseball infield.and outfield only. 48' Batting Cages(12'xl5'x75')with chain link and netting inside cage for protection. 'Not(Project Elements added to project since 1999 Concept Plan VI. PERFORMANCE REVIEW SYSTEM FOR CITY MANAGER. 15 MEMORANDUM DATE: July 14, 2000 Meeting Date:July 25 Work Session TO: Mayor and Councilmembers FROM: Michael Mornson, City Manager IJ ITEM: CITY MANAGER PERFORMANCE REVIEW SYSTEM - STAFF REPORT Councilmember Thuesen and I reviewed various performance review systems that other municipalities currently work under when reviewing their City Managers. Councilmember Thuesen developed one he felt was appropriate for the st. Anthony situation and it will be presented at the July 25 Work Session. I have talked to several City Managers and Mayors in the area and asked them how their process of review the City Manager works. In all cases, they indicated that all five members filled out the review. The Manager then meets with a Committee of two of the five to review the accumulative review of all five, not individual reviews. In other words, someone takes all five reviews and summarizes them into one review as well,as they can to reflect the Council as a whole. Salary and benefits for the upcoming year are also negotiated with the Manager at this time. This is somewhat similar to what we've done in the past except I received individual reports from the Council. I CITY OF ST . ANTHONY FIRST DRAFT i 20011 , � PROPOSED BUDGET ',-_ TABLE OF CONTENTS Page ManagementLetter............................................................................................. 1-7 Introduction.......................................................................................................8-9 Budget Schedule..........................:...........................................................::.........10 Goals ...............................................................................................................1 1 PrincipalCity Officials.........................................................................................12 OrganizationChart.............................................................................................13 GeneralFund ...................................................................................................... 14 FundSummary...................................................................................................15 RevenueGraph..............................................................................................16 ExpenditureGraph.........................................................................................17 Proposed Tax Rate Calculation ....................................................................18-19 What Do I Get For My Taxes? .........................................................................20 Revenues......................................................................................................21-23 Expenditures .................................................................................................24-51 Mayor/Council....................................................................................24-25 Public/Intergovernmental Relations..............................................................26 CableFranchise .........................................................................................27 • General Management...........................................:...............................28-29 City Clerk/Elections .............................................................................30-31 Finance/Insurance/Accounting...............................................................32-33 Assessing.................................................................................................34 . Legal ......................................................................................................35 Engineering/Planning/Zoning......................................................................36 CityBuildings...........................................................................................37 Civil Defense/Emergency Management.........................................................38 Police ................................................................................................39-41 Summary of St. Anthony, Lauderdale, and Falcon HeightsBudgets..............................................................................41 Fire...................................................................................................42-43 Inspections ..............................................................................................44 AnimalControl.........................................:..............................................45 Public Works..............:.......................................:................................46-47 Public Works Maintenance/Repair, Equipment...............................................48 Treeand Weed Care.................................................................................49 Parks ......................................................................................................50 Transfer to Other Funds ............................................................................51 Salaries ................................................................................................51A Five-Year Capital Equipment Plan ......................................................................52-58 • 2001 Capital Equipment Budget............................................................................53 Five-Year Plan................................................................................................54-58 Table of Contents Page 2 • RecyclingFund ...............................................................................................59-63 FundSummary...................................................................................................61 Revenues................................................................................... Expenditures................................:......................................................................63 DareFund......................................................................................................64-67 FundSummary...................................................................................................65 Revenues...........................................................................................................66 Expenditures.......................................................................................................6 7 Housing and Redevelopment Authority Fund ......................................................68-71 FundSummary...................................................................................................69 Revenues.................................:.........................................................................70 Expenditures ......................................................................................................71 ParkImprovement Fund...................................................................................72-75 FundSummary...................................................................................................73 Revenues...........................................................................................................74 Expenditures ......................................................................................................75 StreetImprovement Fund.................................................................................76-79 Fund'Summary...................................................................................: Revenues...........................................................................................................78 Expenditures ............:.........................................................................................79 CommunityCenter Fund..................................................................................80-83 FundSummary...................................................................................................81 Revenues...........................................................................................................82 Expenditures ......................................................................................................83 UtilityFund....................................................................................................84-89 FundSummary...................................................................................................86 Revenues...........................................................................................:...............87 SewerExpenditures...................................................................................88 WaterExpenditures...................................................................................89 LiquorFund .....................................................................................:.............90-95 BudgetSummary.................................................................................................92 S.A.V.I, Off-Sale, Revenues and Expenditures.........................................................93 Stonehouse, On-Sale, Revenues and Expenditures............................. ........................94 S.A.V.II, Off-Sale, Revenues and Expenditures ....................................................... 95 Salaries...........................................................................................................95A • City Fund Balances..........................................................................................96-99 FinancialManagement Plan...........................................................................100-118 1 • July 10, 2000 Honorable Mayor and City Council City of St. Anthony,.Minnesota . Dear Mayor and Councilmembers: Throughout this document, bold face typing represents goals that were established at the March 2000 goal setting retreat. Management Letter To better provide the City Council with information in its role as policy makers', the budget process was enhanced in 2001 to include additional narrative information, a restructuring of the budget calendar, as well as utilizing line item budgeting- techniques. This is the second year of restructuring the process and our hope is that this new format will continue to improve the quality of the information and provide to the City Council and St. Anthony residents a better understanding of City operations. This document includes. the year 2001 proposed budgets for the General Fund, the 5- Year Capital Equipment Plan, the Recycling Fund, the Dare Fund, the H.R.A. Fund, the Park Improvement Fund, the Road Improvement Fund, the Community Service Fund, the Utility Fund and Liquor Operations. Also, included are the goals that were set by the City Staff and Council in March of 2000. In addition, a proposed policy document (Financial Management Plan) has been developed and distributed to Council for their review and comments. In preparing the 2001 Budget, the objective was to maintain or improve the existing level of City services and programs with the use of financially conservative budgeting. The entire City staff has worked diligently in putting together this budget to ensure that the services desired by.the community are provided at an affordable cost. General Operating Fund For year 2001, staff is proposing a General Operating Budget in the amount of $3,519,875, which represents a 0.21% decrease in last year's budget of$3,527,875. On the average, most budgets were downsized to remove the $250,000 contingency transfers as a revenue line item. The exceptions are the Public/Intergovernmental Relations Budget, the City Buildings Budget, the Civil Defense and Fire Protection • Budgets, the Budget for Inspections and the Parks Budget. 2 The Public/Intergovernmental Relations Budget increased 14.14% to better reflect the actual costs for dues to the League of Minnesota Cites and the Association of Metropolitan Municipalities. In addition, the planned expansion of the newsletter to provide improved communications about St. Anthony's.important issues is reflected in the proposed expenditures of this budget The City Buildings Budget is up 6.47%, which is due to anticipated increases in utility costs, building maintenance; and to support the costs of operating the Community Center, the rent transfer has been increased. The Civil Defense Budget is up 13.45% and the Fire Protection Budget reflects a 10.94% increase. These budgets were restructured by the new Fire Chief to include new and innovative firefighter safety training and programs. The Inspections Budget has been revised up 7.24% to reflect the actual costs of our consultant, Greg Schmidt. Our building official is compensated on a fee basis that is associated with a portion of all building, heating and plumbing permits. This Budget is funded by offsetting revenues and does not reflect an increase in the levy or costs to the residents. Overall, the personal services portion of the Budget continues to be the largest portion of the General Fund Operating Budget. This year the proposed Budget includes a 3% increase in salary costs, as well as a $25.00 per month increase to the City's health insurance contribution for family coverage. The negotiation of union contracts for Police, Fire and Public Works employees was completed last year and will be in place until December 31, 2001. Throughout the entire budget, most costs associated with maintaining our current level of service and programs were downsized to better reflect a budget that is closer to actual expenditures. Infrastructure Improvements During the past few years, in support of past residential and community wishes, there has been significant reconstruction of City streets and park infrastructures. As part of the annual road improvement project and increased need for park usage, this activity will likely continue over the next 5 - 10 years. One of the goals the City Council established in March of 2000 was to provide 100- year flood protection for all residents and businesses. The 2001,2002 and 2003 Road Improvement Projects all provide additional benefit to the 100-year flood • protection project 3 Next year's project is scheduled for West Armour Terrace and 30' Avenue NE. Funding for road improvements continues to be at 35% being assessed to the property owners and 65% levied over the entire community for their use of City streets. Projects to be completed-in 2000 include: the.Silver Lake.Road Bridge Project (from 37d' Avenue to Silver Lane), the Signal Light at 37' and Highcresi,-the 29' Avenue Street Project and the 33rd Avenue MSA Road Project. Final completion of these projects and payment for the services will be completed in 2001. The planning and design of the Public Works facility is on going and will continue in 2001. The building of a new facility is contingent upon available funding, which has yet to be determined. SEH will be conducting a building needs assessment in 2000 to determine the cost of repairing or replacing all City buildings. -Providing a Park System that offers a mix of recreational opportunities for residents of all ages will continue the focus of the Parks Commission. Many Changes and renovations to Silver Point Park, the newly created Water Tower Park, Central Park and Emerald Park are being discussed and reviewed. Lew Limits This year, the State removed the levy limit restriction on Cities that had been in place for three years. The proposed 2001 levy totals $1,763,475, which represents a 7.07% increase compared to last years levy of$1,646,970. The removal of the levy limits should not be interpreted as an indicator that this year's levy was increased to offset previous years' constraints. The proposed increase in the levy includes a 3% inflationary increase over last year's levy; a permanent line item for VillageFest; reduction in the Clinton Cops Grant revenue; new and innovative Fire Protection programs; and an additional full-time Park's employee. In addition to.the levy, there are other several other factors that could increase the City's tax rate including. LGA and HACA amounts, Fiscal Disparities and St. Anthony's total tax capacity being lowered by changes to the Class Rates. It is a challenge to prepare a budget within a system that does not allow the City to control all the elements that contribute to a tax increase, however the position of the City remains to keep taxes at moderate levels while providing services and programs desired by the public. Because of our sound financial condition (Moody's A-1 rating) and by setting aside • budget reserves, we have been able to operate within State imposed changes, levy limits, and compression of.the tax rates. 4 • State Tax Reform and Tax Capacity Tax capacity is the basis on which taxes are assessed. The net effect of the 1997 law put in place by the State Legislature was to reduce the overall,tax capacity (tax base) of the City. The tax rate is determined by dividing the amount of taxes levied by the City's or taxing authority's tax capacity. By reducing the City's tax capacity, the new law virtually guaranteed an increase in the City's tax rate even without any changes in City spending. In addition, the new law has shifted some of the burden of paying taxes from commercial and industrial taxpayers to residential properties. For collectible year 2001 taxes, this trend will continue, however it should not be as dramatic as in other years. Since St: Anthony is a fully developed community with a tax base that is comprised of 70% residential, 15% commercial, 12% apartments and 3% other, it becomes critical to monitor and react to the impact of any changes to the class rates. Our continued focus on redevelopment assures that our image and tax base stays firm. • 100-Year Flood Protection - City Goal Watershed management has been an on-going concern for the community for many years. The entire City is served by the Metropolitan Wastewater System and with the development of the community the demands for wastewater have changed dramatically. During periods of heavy rainfall or the spring thaw, portions of St. Anthony have incurred or are at risk to incur flooding.problems. The redevelopment of these areas to provide 100-year flood protection for the Community, (such as Silver Point Park, road.improvements and holding ponds) will continue to be important issues over the next several years. Funding for this project (estimated to cost $10 million dollars) will come from various sources such as grants, road improvement bonds, storm sewer bonds, storm water fees and reserves. In 1999, the City secured a $1.8 million dollar grant from the DNR and an additional $2 million in 2000. The Harding Street Holding Pond Project is in the development stage and we anticipate it to be underway by 2001. • 5 • Capital Equipment Purchases The Capital Equipment Budget for year 2001 totals $412,400. Funding for these expenditures will come from various sources including: the annual General Fund Transfer, Lauderdale/Falcon Heights contract revenues, interest earnings, trade/sale of existing equipment and 1999 and 2000 budget reserves. The Police Department has requested that 3 squads and related equipment be replaced, upgrading their State computer system and a S&W computer identification kit and Pro Copper seats. Fire has requested that all turnout gear be replaced to comply with existing safety regulations, the purchase of a self-contained breathing apparatus, replacement of the defibrillators, and the rebuilding of Engine #21. Finance/Administration's capital equipment costs are associated with the upkeep and maintenance of the City computer network. • Public Works has requested a slope mower to efficiently mow the various holding ponds in the City. Without this type of mower, these areas are difficult, time consuming and cumbersome to mow. In addition, they are in need of a leaf vacuum and two trucks are in need of replacement. A review of year 2001 Capital Equipment revenues and expenditures are as follows: Revenues General Fund Transfer $ 75,000 Police Contracts $ 54,800 W/S Transfer $ 12,900 Interest Earnings $ 1,000 Trade/Sale of Existing Equipment $ 7,500 1999 General Fund Reserves $ 114,761 1999 Liquor Profits $ 90,225 2000 General Fund Reserves 56,214 Total $412,400 • 6 • Expenditures ($412.400) Police: Squad cars $ 67,500 Tear down & build new squads $ 4,500 Equipment Replacement/squads $ 5,400 Upgrade State Computer System $ 15,000 S&W Computer Identification Kit $ 3,200 Pro Copper Seats 1,000 Total $ 96,600 Fire: Turnout Gear $ 39,600 Self-Contained Breathing Apparatus $ 53,700 Replace Defibrillator $ 5,000 Rebuild Engine #21 73,000 Total $171,300 Finance/Administration: Replace Personal Computers-(5) $ 12,500 • PC Software Upgrades $ 3,000 Replace Epson Lazer Printer $ 4,000 Upgrade - Windows '98 $ 4,000 Misc. Network Upgrades 3,000 Total $ 26,500 Public Works: Toro Groundmaster/Slope Mower $ 40,000 Toro Leaf Vacuum $ 3,000 Crew Cab Truck $ 25,000 3/a Ton Pick-up Truck 25,000 Total $ 93,000 Parks: Refurbish Park Equipment 25,000 Total $ 25,000 Profits from 2000 liquor operations (totaling $91,000) will fund the replacement of the HVAC system at the Stonehouse and SAV I, replace the backlite canopy at the Stonehouse, replace the retail sales counter at SAV I and the purchase of a security • camera system for all three locations. The capital outlay for the Stonehouse and SAV I will be completed only if needed. 7 • Liquor Operations The profitability of St. Anthony's Liquor Operations continues to be a focus for City Staff and Council. Projected Year 2001 profits of$230,800 represent a 12.5% increase over 1999 profits. As in the past years, a portion of the liquor profits is transferred to the General Fund to offset administrative costs associated with this enterprise operation. Last year's transfer totaled $90,000. Due to the increased costs in computer processing, networking and additional staff time spent on liquor analysis and administration, staff is recommending the liquor transfer be increased to $100,000. Changes to Liquor Operations may occur at SAV I and the Stonehouse depending on what happens to the redevelopment of the St. Anthony Shopping Center area. Conclusion St. Anthony is a thriving and redeveloping community and undoubtedly major AD renovations and projects will continue in the coming years. Protecting-and maintaining our infrastructure so that our City works both now and in the future will be an exciting challenge for City Staff and Council. One of Council's goals is to keep the Village look and feel to our community. Accordingly, service demands and the City's efforts to meet those demands, will continue to increase as these changes take place in our community. While the City always seeks to serve the residents' needs at the lowest possible cost, major renovations to the City streets, parks and stormwater protection will inevitably lead to future demands in City spending. The City Council and Staff will need to closely monitor the needs of the community to determine the level of services and the affordability of those services. Yours truly, Mike Mornson City Manager 8 • INTRODUCTION The City of St. Anthony is primarily a residential community, which neighbors the . communities of Minneapolis, Roseville, New Brighton and Columbia Heights. The City is at or near full development, with the economy consisting of light industrial, commerce and retail related businesses. Form of Government The City of St. Anthony operates under the Statutory Plan B form of government. Under this form of government, the City Council appoints the City Manager who then governs the Administration, Finance, Police, Fire, Public Works and Liquor Departments. Budget Process In April, City Staff and Council met to discuss the budget goals for 2001 and review estimated revenues and expenditures. Also, a Public Hearing was held to provide the Citizens with an opportunity to communicate suggestions for the 2001 budget. In late May, Department Heads start the preparation of their budgets for the next calendar year (St. Anthony's fiscal year is a calendar year). In June, Department Heads submit their budget requests for the general, special revenue, debt service and enterprise funds to the Finance Director. Budget requests are reviewed to determine if they are accurate, reasonable and well justified. Staff requests may be modified according to projected revenues, needs and justification. Once completed, the First Draft of the budget is prepared based upon initial revenue estimates, departmental budget requests, historical trends and financial policies. The City's five-year capital equipment plan and corresponding upgrades to city buildings are prepared in a similar manner, however are expanded to include longer-term goals, needs and projections. In ]uly, the City Manager and Finance Director meet with the City Council. This work session is a budget workshop that is held with the City Council where the proposed budget is discussed and each department's requests are reviewed. Adjustments or final revisions are made to the proposed budget and the First Draft is distributed to the general public. Copies of the budget are available at City Hall, the Hennepin County Library, the City Liquor-Stores and I.D.S. #282 Administration Offices. 9 • At a Council Meeting in August, a budget overview is presented to the community. In September, the City certifies a proposed tax levy and budget to Hennepin and Ramsey Counties. Also, at this Council Meeting a public hearing is held to discuss the tax rate increase. Once the proposed levy has been certified, the levy cannot be increased, but may. be reduced during the final certification process in December. In late October, Staff calculates the proposed tax rate and tax capacity numbers to determine the impact on residential and commercial properties. In November, the proposed budget and tax levy is published and Truth in Taxation Notices are mailed to property owners. The Council holds a public hearing on the budget and proposed tax levy in late November or early December and afterwards approves the final operating budget and tax levy. :.The City's property tax levy (approximately 20% of the total taxes collected), which is necessary to finance the approved budget, is then certified to the Counties who collect the property taxes on behalf of the City, School District, County and other Taxing Districts. During the fiscal year, line items may be overspent as long as the total activity budget is not overspent. City Staff may request recommended changes in their activity budget to the City Manager who then submits the request to the City Council who can approve or disapprove the amendment.. If Council approves an activity to be overspent, the property • tax levy may not be amended to fund the appropriation. . Respectfully submitted, Roger .441a40* Roger Larson Finance Director 10 IMPORTANT DATES St. Anthony Budget Schedule for 2001 Budget April 11, 2000 Preliminary Introduction with the City Council. Discuss Budget Goals for 2001/Review Estimated Revenues for 2001. April 25, 2000 Public Hearing for Citizens to Communicate 2001 Suggestions. (Department Heads will be present). April - May City Manager&Staff Meetings to discuss Budget Revisions from April 25"Meeting. July 25, 2000 City Council Afternoon Work Session(3:00 PM to 6:00 PM) to Discuss Proposed Budget. Regular Council Meeting at 7:00 PM. August 8, 2000 Proposed Budget is Presented to the City Council. (Overview for Council and Community). September 12, 2000 1) Resolution passed setting Proposed 2001 • Tax Levy and Budget 2) Resolution passed setting Public Hearing and reconvening dates. 3) Passage of resolution authorizing a Tax Rate Increase for Collectible Year 2001 Tax Levy. October 31. 2000 Staff provides City Council with Tax Capacity& Proposed Tax Rate Impact. November 29, 2000 ***** - December 21, 2000 City must conduct a public hearing, which cannot conflict with Hennepin County, Ramsey County, Independent School District #282 or the Special Taxing Districts hearing dates. December 2000 Public Hearing Date and announcement.of second Public Hearing for reconvening/passage of the 2001 final Tax Levy. December' 2000 Reconvening Hearing Date and/or Public Hearing date for adoption of 2001 Tax Levy by resolution. *****Please note: The public hearing must be held between November 29th and December 18th. The City's initial public hearing cannot be held on the same day as Hennepin or Ramsey Counties Initial Hearing Dates, I.S.D. #282 Initial Hearing Date or Metro Special Taxing Districts Hearing Date. • 11 • ST. ANTHONY'S KEY GOALS FOR 2000 - 2001 • PROVIDE100 YEAR FLOOD PROTECTION FOR ALL RESIDENTS AND BUSINESSES TO PROTECT HEALTH AND PROPERTY. ❖ PRESERVE THE BEAUTY OF THE PROPERTY NOW OWNED BY THE SALVATION ARMY CAMP TO SERVE BOTH CURRENT AND FUTURE GENERATIONS.- .-' Aw FOCUS ON REDEVELOPMENT INITIATIVES SO THAT OUR IMAGE AND TAX BASE STAYS FIRM. KEEP THE VILLAGE LOOK.AND FEEL SO THAT WE ARE ATTRACTIVE • TO BOTH RESIDENTS AND BUSINESSES. 43. ` PROTECT AND MAINTAIN OURNINFRASTRUCTURE SO THAT OUR CITY.FIWORKS BOTH NOW AND IN THE FUTURE. ❖ OFFER CLEAR, CURRENT, AND :OPEN COMMUNICATIONS THROUGH A VARIETY OF-MEANS SO PEOPLE ARE INFORMED-ABOUT ST. ANTHONY'S IMPORTANT ISSUES AND NEWS. PROVIDE A PARK.SYSTEM THAT-OFFERS ,A MIX OF RECREATIONAL ~.,:OPPORTUNITIES FOR RESIDENTS OF ALL'AGES. =z:` SHAPE*THE .FUTURE'BY 'DEFINING AND .REVIEWING REGULARLY:.OUR;, ' GOALS AND FISCAL POLICIES. , 12 CITY OF ST. ANTHONY 3301 Silver Lake Road St. Anthony, MN 55418 Phone (612) 789-888-1 Fax (612) 781-9323 E-Mail city @ci.saint-anthony.mn.us Principal City Officials Dennis Cavanaugh, Mayor Term Expires 12/31/03 Richard Horst Amy Sparks Term Expires 12/31/03 Term Expires 12/31/03 Brian Thuesen Randy Hodson • Term Expires 12/31/01 Term Expries 12/31/01 Ci Staff Michael Mornson, City Manager Spencer Isom, Assistant City Manager Richard Engstrom, Police Chief Joel Hewitt, Fire Chief Roger Larson, Finance Director Jay Hartman, Public Works Director Michael Larson, Liquor Operations Manager Connie Kroeplin, City Clerk ST. ANTHONY ORGANIZATION CHART ST.ANTHONY VILLAGE RESIDENTS MAYOR AND COUNCILMEMBERS Planning Commission Parks Commission ADMINISTRATION City Manager Assistant City Manger City Clerk Election Judges(PT) FINANCE FIRE POLICE PUBLIC WORKS Finance Director Fire Chief Chief of Police Public Works Dir. Accounting Tech Ass't Fire Chief Captain Supervisor Utility Billing Clerk Receptionist/Permit Clerk Captains Lieutenants Mechanic Accounting Clerk(PT) Wtr./Swr. Firefighters Sergeant Parks Volunteers(PT) Maint. Police Officiers Workers Secretary Community Service Officers Clerk Reserves(unpaid) LIQUOR OPERATIONS Liquor Operations Manager Manager, Stone house Liquor Store Manager,SAV I Liquor Store Manager,SAV II Kitchen Manager Bartender Clerks(PT) Clerks(PT) Servers(PT) Bartenders(PT) D Checkers(PT) Cashier LO 14 GENERAL F The General Fund accounts for resources devoted to financing general services. These include General Government, Police, Fire, Public Works and Parks. It is the largest budget and is the main operating fund of the City 2000 2001 Dollar Budget Budget Decrease Percentage $3,527,450 $3,519,875 ($ 4,575) (0.21 %) 2000 2001 Dollar Lev Lev Increase Percentage $1,646,970 $1,763,475 $116,505 7.07% 15 • GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Property Taxes $1,611,779 $1,623,024 $1,647,970 $1,766,475 7.19% Licenses $6,208 $8,863 $10,000 $10,550 5.50% Permits $90,637 $101,593 $85,400 $99,500 16.51% Intergovernmental Revenue $678,207 $780,695 $717,757 $738,918 2.95% Contract Revenue (Lauderdale/Falcon Heights) $504,310 $529,426 $550,173 $569,432 3.50% Charges for Service (Fines) $88,389 $100,647 $100,000 $100,000 0.00% Miscellaneous Revenues $121,131 $164,565 $76,150 $135,000 77.28% Transfers 8i Miscellaneous Revenues $65,.000 $86,340 $3�4 ,000 $100.000 -70.59% GENERAL FUND TOTAL REVENUES $3.165,661 $3.395,153 $3.527,450 53,519, 7{755 -0.21% EXPENDITURES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Mayor/City Council $49,874 $51,349 $58,000 $56,000 -3.45% Public/Intergovernmental Relations $13,052 $19,197 $17,450 $19,975 14.47% Cable Franchise $14,906 $17,667 $20,500 $20,900 1.95% General Management $86,137 $84,705 $114,400 $100,875 -11.82% Elections $15,073 $14,213 $22,800 $19,200 -15.79% Finance, Insurance/Accounting $190,818 $200,145 $271,700 $238,100 -12.37% • Finance, Assessing $32,397 $34,395. $37,000 $37,000 0.00% Legal $45,567 $55,062 $59,800 $58,800 -1.67% Engineering, Planning/Zoning $4,338 $2,488 $9,100 $5,375 -40.93% City Building $91,620 $98,671 $98,900 $105,300 6.47% Civil Defense/Emergency Management $35,206 $36,162 $40,900 $46,400 13.45% Police Protection $807,416 $919,028 $1,010,700 $996,000 -1.45% Lauderdale/Falcon Heights Contracts $421,844 $437,871 $474,300 $491,200 3.56% Fire Protection $463,000 $465,164 $494,300 $548,400 10.94% Inspections, Building/Plumbing/Heating/Health $63,941 $65,830 $66,300 $71,100 7.24% Animal Control $3,213 $3,151 $5,700 $4,000 -29.82% Public Works $328,919 $338,758 $420,700 $379,800 -9.72% Public Works,Maintenance/Repair Equipment $81,899 $97,828 $117,400 $112,500 -4.17% Tree and Weed Care $21,661 $21,679 $30,700 $25,950 -15.47% Parks $59,657 $69,624 $81,800 $108,000 32.03% Transfers to Other Funds $260,972 $197,697 $75,000 $75,000 0.00% Other Expenditures (Approved by Council) $Q $43,008 so $4 GENERAL FUND TOTAL EXPENDITURES 13,091,510 $3,273,692 $3,527,450 $3,519,875 _ -0.21% FUND BALANCE AT END OF YEAR $711,294 $870,708 $870,708 $870,708 GENERAL FUND REVENUES Misc. Transfers Fines 3.8% 2.8% 2.8% Contracts 16.7% Tax Levy 50.2% Intergov't License & Revenue permits 20.6% 3.1 % L50o� GENERAL FUND EXPENDITURES General Gov't Transfers 9. 1 % Finance & 2. 1 % Insurance Public Works 6.8% 20.2% Inspections 2.0% Fire 16.9% Police 28.8% Contracts 14. 1 % �00� 18 MEMORANDUM DATE: November 10, 2000 TO: Mike Mornson, City Manager FROM: Roger Larson, Finance Director ITEM: TAX RATE CALCULATION AND IMPACT The tax rate is based on the amount of St. Anthony's budget and road levy, less the City's distribution from the Fiscal Disparities pool and then dividing the net levy (Local Levy) by current valuation estimates from Hennepin and Ramsey Counties (Total Local Tax Capacity). The information necessary to complete the Tax Rate Calculation is available 'from Hennepin 8T Ramsey Counties in Mid-October to Early-November. At that time, the impact will be calculated and included in this budget document. 19 The information necessary to complete the Tax Rate Calculation is available from Hennepin U Ramsey Counties in Mid-October to Early-November. At that time, the impact will be calculated and included in this budget document. 20 The Information necessary to compete this calculation will be available in October. WHAT DO I GET FOR MY TAXES? AVERAGE $ 0.00 HOME ESTIMATED ANNUAL CITY TAX $0.00 EXPENDITURES 2001 TAX LEVY % OF TAXES BUDGET EXPENDITURES BUDGET PAID Mayor/Council $56,000.00 $0.00 #DIV/0! #DIV/01 Public/Intergovernmental Relations $19,975.00 $0.00 #DIV/01 #DIV/01 Cable Franshise $20,900.00 $0.00 #DIV/0! #DIV/01 General Management $100,875.00 $0.00 #DIV/01 #DIV/01 Elections $19,200.00 $0.00 #DIV/01 #DIV/01 Finance, Insurance/Accounting $238,100.00 $0.00 #DIV/0! #DIV/01 Finance, Assessing $37,000.00 $0.00 #DIV/01 #DIV/01 Legal $58,800.00 $0.00 #DIV/01 #DIV/01 Engineering, Planning/Zoning $5,375.00 $0.00 #DIV/01 #DIV/0! City Buildings $105,300.00 $0.00 #DIV/01 #DIV/0! Civil Defense $46,400.00 $0.00 #DIV/01 #DIV/01 Police Protection $1,487,200.00 $0.00 #DIV/0! #DIV/01 Fire Protection $548,400.00 $0.00 #DIV/01 #DIV/01 • Inspections, Building/Plumbing/Heating/Health $71,100.00 $0.00 #DIV/01 #DIV/01 Animal Control $4,000.00 $0.00 #DIV/0! #DIV/0! Public Works $379,800.00 $0.00 #DIV/01 #DIV/0! Public Works, Maintenance/Repair Equipment $112,500.00 $0.00 #DIV/01 #DIV/01 Tree and Weed Care $25,950.00 $0.00 #DIV/0! #DIV/01 Parks $108,000.00 $0.00 #DIV/0! #DIV/O! Transfers to Other Funds $75,000.00 $0.00 #DIV/O! #DIV10! GENERAL FUND TOTAL EXPENDITURES $35190875.00 $0.00 #DIV/01 #DIV/01 • SAINT ANTHONY FOR FISCAL YEAR 2001 GENERAL FUND REVENUES 2000 1998 1999 2000 Y-T-D Estimated_ 2001 Taxes Actual Actual Budget 6-30-00 Actual Budget 101-30110-000 Property Taxes $1,552,425.00 $1,622,028.00 $1,646,970.00 $0.00 $1,614,030.60 $1,763,475.00 101-30120-000 Pena[ties,Interest,Tax Forfltures $3,704.00 _$996.00 $1,000.00 $0.00 $980.00 $3,000.00 101-30140-000 Misc Taxes $55,650.00 $0.00 $0.00 $0.00 $0.00 1= Total Taxes $1.61 1,779.00 11.623,024.00 $1.647,970.00 $0.00 11,615,010.60 $1,766,475.00 2000 1998 1999 2000 Y-T-D Estimated 2001 Licenses Actual Actual Budget 6-30-00 Actual Budget 101-31100-060- On ez Off Sale(3.2 Beer) $675.00 $600.00 $1,100.00 . $0.00 $1,078.00 $1,100.00 101-31120-000 Cigarette $250.00 $2,025.00 $500.00 $0.00 $490.00 $500.00 101-31130-000 Dog $183.00 $1,486.00 $1,500.00 $0.00 $1,470.00 $1,500.00 101-31140-000 Heating $705.00 $720.00 $700.00 $0.00 $686.00 $1,200.00 101-31150-000 Motor Vehicle Starting $135.00 $135.00 $150.00 $0.00 $147.00. $150.00 101-31170-000 Bench $147.00 $147.00 $150.00 $0.00 $147.00 $150.00 101-31180-000 Bowling Alley $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-31190-000 Garbage ex Trash Collection $1,000.00 $930.00 $1,300.00 $0.00 $1,274.00 $1,300.00 101-31200-000 Juke Box $0.00 $0.00 $100.00 $0.00 $98.00 $100.00 101-31210-000 Pinball/Amusement Devices $150.00 $0.00 $500.00 $0.00 $490.00 $500.00 101-31230-000 Gasoline Service Station $1,283.00 $1,170.00 $1,200.00 $0.00 $1,176.00 $1,200:00 101-31240-000 Vending $190.00 $190.00 $300.00 $0.00 $294.00 $350.00 101-31250-000 Wine $0.00 $0.00 $500.00 $0.00 $490.00 $500.00 101-31260-000 Club $0.00 . $0.00 $0.00 $0.00 $0.00 $0.00 101-31270-000 Contractors License $1.490.00 $1.460.00 $2,000.00 $0.00 JU60�00 $2,000.00 Total Licenses $6.208.00 $8,863.00 $10,000.00 $0.00 $9.800.00 $10,550.00 N 2000 1998 .1999 2000 Y-T-D Estimated 2001 Permits Actual Actual Budget 6-30-00 Actual Budget 101-32100-000 Grade $28.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-32110-000 Building Permits $49,035.00 $64,533.00 $45,000.00 $0.00 $44,100.00 $56,500.00 101-32115-000 Plan Review $17,109.00 $13,275.00 $18,500.00 $0.00 $18,130.00 $14,000.00 101-32120-000 Plumbing Permits $4,284.00 $2,149.00 $4,800.00 $0.00 $4,704.00 $2,600.00 101-32130-000 Heating Permits $10,172.00 $10,167.00 $8,000.00 $0.00 $7,840.00 $10,000.00 101-32140-000 Gas $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-32150-000 Excavation $50.00 $50.00 $100.00 $0.00 $98.00 $100.00 101-32160-000 Conditional Use Permits $260.00 $130.00 $400.00 $0.00 $392.00 $400.00 101-32170-000 Fire Permit $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-32170-000 Occupancy $345.00 $105.00 $400.00 $0.00 $392.00 $400.00 101-32180-000 Multi-Housing Registration $1,144.00 $1,144.00 $1,200.00 $0.00 $1,176.00 $5,500.00 101-32200-000 Alarm System Permit $8.210.00 $10,040.00 $7.000.00 10.00 $6,860.00 110,000.00 Total Permits $90,637.00 1101„ 95 3.00 $85,400.00 $0.00 $83,692.00 $99,500.00 2000 1998 1999 2000 Y-T-D Estimated 2001 Intergovernmental Revenue Actual Actual Budget 6-30-00 Actual Budget 101-33100-000 Maintenance/State Aid $54,823.00 $58,876.00 $50,000.00 $0.00 $49,000.00 $58,000.00 101-33200-000 Police Special $110,562.00 $111,819.00 $90,000.00 $0.00 $88,200.00 $110,000.00 101-33250-000 Cops Grant/Dept.of justice $0.00 $89,064.00 $50,000.00 $0.00 $49,000.00 $41,500.00 101-33300-000 Lauderdale Police Contract $167,970.00 $176,419.00 $183,156.00 $0.00 $183,156.00 $189,578.00 101-33350-000 Falcon Heights Police Contract $336,340.00 $353,007.00 $367,017.00 $0.00 $367,017.00 $379,854.00 101-33400-000 Local Government Aid $140,979.00 $149,962.00 $153,165.00 $0.00 $153,165.00 $154,000.00 101-33450-000 L.G.A.Trust Fund Surplus $0.00 . $0.00 $0.00 $0.00 $0.00 . $0.00 101-33500-000 State of Mn H.A.C.A. $336,523.00 $336,599.00 $349,208.00 $0.00 $349,208.00 $349,518.00 101-33550-000 Local Performance Aid $11,134.00 $10,202.00 $0.00 $0.00 $0.00 $0.00 101-33560-000 PERA Rate Increase/State Aid $7,197.00 $7,197.00 $7,184.00 $0.00 $7,040.32 $7,200.00 101-33600-000 Civil Defense/State Aid $4,000.00 $4,247.00 $4,000.00 $0.00 $3,920.00 $4,000.00 101-33700-000 Hennepin County/Ice ex Snow Remova $10,250.00 $10,558.00 $10,200.00 $0.00 $9,996.00. $10,700.00 101-33800-000 Ramsey County/Sweeping $0.00 1 $0.00 $0.00 $0.00 $0.00 $0.00 101-33900-000 IDS#282 Misc.Services $2.739.00 $2,171.00 $4,900.4.4 1= $3,920.00 $4,040.00 Total Intergovernmental Revenue $1,182,517.00 $1.310121.00 $1.267,930.00 $0.00 $1.263,622.32 $1.308,350.00 2000 Miscellaneous 1998 1999 2000 Y-T-D Estimated 2001 101-36100-000 Actual Actual Budget 6-30-00 Actual Budget Municipal Court Fines $88,389.00 $100,647.00 $100,000.00 $0.00 $98,000.00 1100,000.00 Total Miscellaneous $88,389.00. $100,647.00 1100,000.00 $0.00 $98,000.00 $100,000.00 N N 2000 1998 1999 2000 Y-T-D Estimated 2001 Use of Money 8t Property Actual Actual Budget 6-30-00 Actual Budget 101-38100-000 Interest on Investments $25,1 12.00 $22,341.00 $24,000.00 $0.00 $23,520.00 $26,400.00 101-38200-000 Filing Fees $0.00 $20.00 $0.00 $0.00 $0.00 $0.00 101-38300-000 Variance Permits $120.00 $680.00 $1,000.00 $0.00 $980.00 $500.00 101-38400-000 Weed Eradication $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-38500-000 Sale of Maps $68.00 $43.00 $50.00 $0.00 $49.00 $50.00 101-38600-000 Copies $1,624.00 $2,032.00 $1,800.00 $0.00 $1,764.00 $2,000.00 101-38700-000 Special Assessment Searches $88.00 $0.00 $100.00 $0.00 $98.00 $100.00 101-38800-000 Plat Fees $150.00 $425.00 $200.00 $0.00 $1.96.00 $250.00 101-38900-000 City Hall Rent/Reservadons $1,055.00 $1,375.00 $1,000.00 $0.00 $980.00 $1,200.00 101-38910-000 Miscellaneous $89,951.00 $135,658.00 $45,000.00 $0.00 $44,100.00 $101,500.00 101-38920-000 Apache Plaza/Maint Services g2.963.00 $1,991.00 $3,000.00 1444 $20244.40 53.000.00 Total Use of Money 81 Property $121,131.00 S 164;565.00 176,150.00 10.00 574,627.00 S 135,000.00 2000 1998 1999 2000 Y-T-D Estimated 2001 Refunds at Reimbursement Actual Actual Budget 6-30-00 Actual Budget 101-39830-000 Liquor Fund $65,000.00 $65,000.00 $90,000.00 $0.00 $65,000.00 $0.00 101-39880-000 Levy Reduction Transfer $0.00 $0.00 $100,000.00 $0.00 $82,082.00 $0.00 101-39890-000 Transfer from Other Funds $0.00 521,340.00 5150,000.00 10.00 5100,000.00 5100,000.00 Total Refunds 8t Reimbursements $65,000.00 $86,340.00 1340,000.00 10.00 $242,082.00 $100,000.00 TOTAL GENERAL_FUNDREVENUE $3,165,661.00 $3,395,153.00 $3,527,450.00 $0.00 $3,391,833.92 $3,519,875.00 N W 24 , City Council The City Council is the legislative branch of the City, which is responsible for the establishment of policies, adoption of local laws and ordinances. It appoints the City Manager and members of the various advisory commissions. The City operates under the Statutory Plan B of government, which gives the Council responsibility for policy and legislative activity, but delegates the administrative duties to the City Manager. • ® • St.Anthony For Fiscal Year 2001 General Fund-Mayor/City Council Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-40100-110 Salaries $21,240.00 $21,240.00 $22,536.00 $0.00 $22,536.00 $22,536.00 1.01-40100-112 Salaries-Temp/Part Time $6,313.00 $5,945.00 $6,714.00 $0.00 $6,580.00 $6,714.00 101-40100-114 Employers Contribution,Pensions $1,297-00 11,255.00 $1.500.00 1=1 $1,4612.00 $1,504,00 Total Personal Services $28,850.00 $28,440.00 $30,750.00 $0.00 $30,585.00 $30,750.00 Supplies 101-40100-226 General Supplies $0.00 $24.0 $544.44 $0 QQ $444.00 IS00.00 Total Supplies $0.00 $29.00 $500.00 $0.00 $490.00 $500.00 Other Services 81 Charges 101-40100-320 Consulting Contracted Services $7,888.00 $8,378.00 $8,000.00 $0.00 $7,840.00 $8,500.00 101-40100-321 Other Services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-40100-335 Insurance $912.00 $983.00 $1,200.00 $0.00 $1,176.00 $1,200.00 101-40100-341 Travel/School/Conference $3,695.00 $5,281.00 $8,500.00 $0.00 $8,330.00 $5,000.00 101-40100-342 Subscriptions/Membership $20.00 $20.00 $50.00 $0.00 $49.00 $50.00 101-40100-349 Village Fest Sponsorship $0.00 SLIM 50,00 $4.40 S= $5,000.00 Total Other Services 8,E Charges $12,515.00 $14,662.00 $17,750.00 $0.00 $17,395.00 $19,750.00 Contingency . 101-40100-671 Contingency Fund $8,509.00 $8,218.00 $9,000.00 $Q 04 $8,824.0Q $5,404.00 Total Contingency $8,509.00 $8,218.00 $9,000.00 $0.00 $8,820.00 $5,000.00 TOTAL MAYOR-COUNCIL $49,874.00 $51,349.00 $58,000.00 $0.00 $57,290.00 $56,000.00 N St.Anthony For Fiscal Year 2001 General Fund-Publlc/Intergovernmental Relations Expenses 2000' 1998 1999 2000 Y-T-D Estimated 2001 Other Services at Charges Actual Actual Budget 6-30-00 Actual Budget 101-40150-320 Consulting Contracted Services $0.00 $0.00 $200.00 $0.00 $1.96.00. $200.00 101-40150-321 Other Services . $5,037.00 $6,128.00 $6,250.00 $0.00 $6,125.00 $6,500.00 101-40150-342 Subscritpions/Memberships $8.015.00 $13,069.00 $11,000.00 80.00 $10,780.00 $13,275.00 Total Other Services ex Charges $13,052.00 $19,197.00 $17,450.00 $0.00 $17,101.00 $19,975.00 TOTAL PUBLIC/INTERGOVERNMENTAL RELATIONS $13,052.00 $19,197.00 $17,450.00 $0.00 $17,101.00 $19,975.00 N p St.Anthony For Fiscal Year 2001 General Fund-Cable Franchise Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-40175-110 Salaries $1,095.00 $4,600.00 $4,800.00 $0.00 $4,704.00 $5,500.00 101-40175-114 Employers Contribution/Pension $124.00 $800.00 $800.00 $0.00 $784.00 $1,000.00 101-40175-115 Employers Contributlon/Insurance S= 1600.00 $600.00 $0.00 $588.00 $700.00 Total Personal Services $1,219.00 $6,000.00 $6,200.00 $0.00 $6,076.00 $7,200.00 S.uppiles 101-40175-226 General Supplies $113.00 $0.00 $400,04 I= $342.00 $400.00 Total Supplies $113.00 $0.00 $400.00 $0.00 $392.00 $400.00 Other Services 8t Charges 101-40175-320 Consulting/Contracted Services $10,415.00 $11,272.00 $11,600.00 $0.00 $11,600.00 $12,000.00 101-40175-337 Maintenance a Repairs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-40175-341 Travel/Conferences/School $150.00 $0.00 $300.00 $0.00 $294.00 $300.00 101-40175-342 Subscriptions/Memberships $0.00 $0..04 $0.00 $4.00 $0.00 $0.04 Total Other Services Bt Charges $10,565.00 $11,272.00 $11,900.00 $0.00 $11,894.00 $12,300.00 Capital Outlay 101-40175-453 Video Equipment $3,009.00 $395.00 $2,000.00 $0.00 $1,960.00 : $1,000.00 101-40175-454 Furniture/Fixtures $0,00 $0.00 $0 QQ $0.40 $4 00 $0 Q 1 Total Other Services at Charges $3,009.00 $395.00 $2,000.00 $0.00 $1,960.00, $1,000.00 TOTAL CABLE FRANSHISE $14,906.00 $17,667.00 $20,500.00 $0.00 $20,322:00. $20,900.00 N v 28 Administration The Administration Department administers city government within the guidelines and polices established by the City Council. In addition to performing land use and zoning code analysis, the City Manager governs the Finance, Police, Fire, Public Works and Liquor Departments. Personnel: The Assistant City Manager oversees all personnel and human resources functions. This includes interviewing and screening of potential City employees; pre-employment drug/alcohol testing; assisting with performance evaluations, wage 8Z benefits research and maintaining all personnel records. In addition, the Assistant City Manager serves as the staff liaison to the Planning Commission. St.Anthony For Fiscal Year 2001 General Fund-General Management Expenses 2000 1.998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual. Budget 101-40200-110 Salaries $64,123.00 $62,494.00 $85,700.00 $0.00 $83,986.00 $72,900.00 101-40200-114 Employers Contribudon/Penslon $8,243.00 $7,904.00 $11,600.00 $0.00 $11,368.00 $9,200.00 101-40200-115 Employers Contribution/Insurance $3.918.00 $3.808.00 $5,200.00 $4.00 j5,096.00 $6,200.00 Total Personal Services $76,284.00 $74,206.00 $102,500.00 $0.00 $100,450.00 $88,300.00 Supplies 101-40200-226 General Supplies $10.3.00 $0.04 %300.00 $0.00 $224.00 $300.00 Total Supplies $103.00 $0.00 $300.00 $0.00 $294.00 $300.00 Other Services 8i Charges 101-40200-320 Consulting 8i Contracted Services $2,515.00 $2,590.00 $3,500.00 $0.00 $3,430.00 $3,500.00 101-40200-321 Other Services $930.00 $831.00 $1,000.00 $0.00 $980.00 . $1,000.00 101-40200-341 Travel/School/Conference $5,288.00 $5,773.00 $5,800.00 $0.00 $5,684.00 $6,275.00 101-40200-342 Subscriptions/Membership $)♦017.00 $1,30S.00 $1,300.00 $0.00 $1.274.00 $1.500.00 Total Other Services 8t Charges $9,750.00 $10,499.00 $11,600.00 $0.00 $11,368.00 $12,275.00 Capital Outlay 101-40200-453 Furniture/Fixtures $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Outlay $0.00 $0.00 $0.00 $0.00 $0.00.. $0.00 TOTAL MANAGEMENT $86,137.00 $84,705.00 $114,400.00 $0.00 $112,112.00 $100,875.00 • N �O 30 Elections City Clerk: The City Clerk is responsible for the preparation, maintenance and publication of official records, documents, resolutions and ordinances. In addition, the City Clerk administers all local, state and national elections to ensure that elections conform to all statutory requirements. • St.Anthony For Fiscal Year 2001 General Fund-Clerk/Elections Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-40400-110 Salaries $7,157.00 $7,391.00 $8,100.00 $0.00 $7,938.00 $8,000.00 101-40400-112 Salaries-Temp/Part Time $3,544.00 $1,758.00 $5,000.00 $0.00 $4,900.00 $4,000.00 101-40400-114 Employers Contribution/Pension $926.00 $956.00 $1,300.00 $0.00 $1,274.00 $1,200.00 101-40400-115 Employers Contribution/Insurance $393.00 $4Z3.Q4 $$.COQ $4 QQ 1,784.00 $600.00 Total Personal Services $12,020.00 $10,578.00 $15,200.00 $0.00 $14,896.00 $13,800.00 Supplies 101-40400-226 General Supplies $460.00 $580.00 $840.00 $0.00 5784,00 $700.00 Total Supplies $460.00 $580.00 $800.00 $0.00 $784.00 $700.00 Other Services 8i Chareec_ 101-40400-334 Printing ex Publishing $15.00 $1,541.00 $3,000.00 $0.00 $2,940.00 $2,000.00 101-40400-337 Maintenance ex Repairs $2,146.00 $1,107.00 $2,650.00 $0.00 $2,597.00 $2,000.00 101-40400-341 Travel/Conferences/School $240.00 $172.00 $850.00 $0.00 $833.00 $400.00 101-40400-342 Subscriptlons/Memberships $192.00 1235.00 $304.00 $Q N) 129.4.00 $394.00 Total Other Services ex Charges $2,593.00 $3,055.00 $6,800.00 $0.00 $6,664.00 $4,700.00 TOTAL ELECTIONS $15,073.00 $14,213.00 $22,800.00 $0.00 $22,344.00 $19,200.00 w r 32 Finance The Finance Department is responsible for the accounting of all City financial transactions, billing for sewer and water charges, issuing business license's, investing City funds, bond indebtedness, general financial management services and preparing the City's annual budget. Risk Management: The purpose of Risk Management is to ensure that a reasonable level of insurance coverage is maintained for general liability, property 8t casualty, workers compensation and liquor liability. City Hall/Building Reservations: The primary objective is to provide meeting room space to the residents, community groups and organizations affiliated with the City of St. Anthony. St.Anthony For Fiscal Year 2001 General Fund-Finance/Insurance Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-40510-110 Salaries $69,365.00 $72,855.00 $73,800.00 $0.00 $72,324.00. $78,800.00 101-40510-112 Salaries-Temp/Part Time $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-40510-114 Employers Contribution/Pension $8,798.00 $9,270.00 $10,500.00 $0.00 $10,290:00 $9,800.00 101-40510-115 Employers Contribution/Insurance 15,306.00 $5.578.00 $7.900.00 lam S7,74100 $6.844.94 Total Personal Services $83,469.00 $87,703.00 $92,200.00 $0.00 $90,356.00 $95,400.00 Supplies 101-40510-220 Offlce Supplies $8,654.00 $7,195.00 $10,500.00 $0.00 $10,290.-OD, $9,500.00 101-40510-226 General Supplies 1877.00 $481,00 $3.500.00 80.00 $3.430.00 51,500.00 Total Supplies $9,531.00 $7,676.00 $14,000.00 $0.00 $13,720.00 $11,000.00 Other Services ChargQc_ 101-40510-320 Consulting u Contracted Services $7,469.00 $7,253.00 $10,500.00 $0.00 $10,290.00 $8,500.00 101-40510-321 Other Services $3,632.00 $4,066.00 $7,100.00 $0.00 $6,958.00 $5,000.00 101-40510-325 Bank Charges $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-40510-334 Printing ex Publishing $3,175.00 $5,235.00 $5,500.00 $0.00 $5,390.00 $5,800.00 101-40510-335 Insurance $82,210.00 $86,074.00 $135,300.00 $0.00 $132,594.00 $105,300.00 101-40510-339 Maintenance ex Repairs $392.00 $1,025.00 $700.00 $0.00 $686.00 $1,500.00 101-40510-341 Travel/School/Conference $846.00 $878.00 $1,500.00 $0.00 $1,470.00 $1,100.00 101-40510-342 Subscripdons/Membership $94.00 $129.00 $300.00 $0.00 $294.00 $200.00 101-40510-349 Miscellaneous Expenses $0 QQ i= $SO0.0 4 $Q QQ $44.0.00 $304.40 Total Other Services U Charges $97,818.00 $104,660.00 $161,400.00 $0.00 $158,172.00 $127,700.00 Capital Outlav 101-40510-454 Furniture/Fixtures S0,00 $146.44 $4,100.00 $0 w $4,018.00 $4,000.00 Total Capital Outlay $0.00 $106.00 $4,100.00 $0.00 $4,018.00 $4,000.00 TOTAL FINANCE/ACCOUNTING $190,818.00 $200,145.00 $271,700.00 $0.00 $266,266.00 $238,100.00 w w St.Anthony For Fiscal Year 2001 General Fund-Finance/Assessing Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-40530-110 Salaries $1,555.00 $1,635.00 $2,100.00 $0.00 $2,058.00 $2,000.00 101-40530-114 Employer Contributlon/Penslon $200.00 $212.00 $350.00 $0.00 $343.00 $300.00 101-40530-115 Employer Contribution/Insurance $112.00 $118.00 $350.00 10.00 $343.44 $290.00 Total Personal Services $1,867.00 $1,965.00 $2,800.00 $0.00 .$2,744.00 $2,500.00 Supplies 101-40530-226 General Supplies $51.04 $35.04 $200..44 SDM $196.00 $140.04 Total Supplies $51.00 $35.00 $200.00 $0.00 $196.00 $100.00 Other Services at Charggc_ 101-40530-320 . Consulting Contracted Services $30,400.00 $321353.00 $33,500.00 $0.00 $32,830.00 _$33,900.00 101-40530-321 Other Services $79.00 $30.00 $300.00 $0.00 $294.00 $300.00 101-40530-334 Printing at Publishing lam $12.04 $20.4.04 $4.04 1196.00 $244.04 Total Other Services 8t Charges $30,479.00 $32,395.00 $34,000.00 $0.00 $33,320.00 $34,400.00 TOTAL ASSESSING $32,397.00 $34,395.00 $37,000.00 $0.00 $36,260.00 $37,000.00 w St.Anthony For Fiscal Year 2001 General Fund-Legal Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Other Services U Charges Actual Actual Budget 6-30-00 Actual Budget 101-40600-320 General Legal $9,567.00 $19,062.00 $20,800.00 $0.00 $20,384.00. . $21,800.00 101-40600-322 Prosecutions 136,000.00 136,000.00 $39,000.00 $0.00 538,220.00 137,000.00 Total Services az Charges $45,567.00 $55,062.00 $59,800.00 $0.00 $58,604.00 $58,800.00 TOTAL LEGAL $45,567.00 $55;062.00 $59,800.00 $0.00 $58,604.00 $58,800.00 w Ln St.Anthony For Fiscal Year 2001 General Fund-Engineering/Planning/Zoning Expenses 2000 1998 1999 2000 Y-T-D Estimate 2001 supply Actual Actual Budget 6-30-00 Actual Budget 101-40700-226 General Supplies $0.00 1301.00 1200.00 $0.00 $146.00 $240.00 Total Supplies $0.00 $301.00 $200.00 $0.00 $196.00 $200.00 Other Charges at Services 101-40700-320 Consulting Bt Contracted Services $4,250.00 $1,708.00 $8,300.00 $0.00 $8,134.00 $4,475.00 101-40700-334 Printing ai Publishing $88.00 $75.00 $200.00 $0.00 $196.00 $200.00 101-40700-341 Travel/School/Conference $0.00 $404.00 $200.00 $0.00 $196.00 $400.00 101-40700-342 Subscripdons/Membership $0.00 s0.00 $200.00 $0.00 $196.00 $104.04 Total Other Charges ai Services $4,338.00 $2,187.00 $81900.00 $0.00 $8,722.00, $5,175.00 TOTAL ENGINEERING/PLANNING/ZONING $4,338.00 $2,488.00 $9,100.00 $0.00 $8,918.00 $5,375.00 W rn St.Anthony For Fiscal Year 2001 General Fund-City Buildings Expenses 2000 1998 1999 2000 Y-T-D. Estimated 2001 Supplies Actual Actual Budget 6-30-00 Actual Budget 101-40950-226 General Supplies $26.04 $3.00 $340.00 $0.00 $294.00 $204.94 Total Supplies $26.00 $3.00 $300.00 $0.00 $294.00 $200.00 Other Services 8t Charges 101-40950-320 Consulting 8t Contracted Services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-40950-321 Other Services $2;195.00 $3,180.00 $4,100.00 $0.00 $4,018.00. $3,500.00 101-40950-331 Communications $25,202.00 $28,784.00 $19;000.00 $0.00 $18,620.00 $30,000.00 101-40950-336 Utilities $19,343.00 $18,196.00 $27,000.00 $0.00 $26,460.00 $20,300.00 101-40950-340 Maintenance 8t Repairs $3,854.00 $4.708.00 $3,400.00 $4.40 $3,33.2.00 $4,500.04 Total Other Services 8t Charges $50,594.00 $54,868.00 $53,500.00 $0.00 $52,430.00 $58,300.00 Use of Money 8t Property 101-40950-670 ' Transfer to Rent Community Services F $41,000.00 $43,800.00 $45,100.00 $0.00 545,100.00 546,800.00 Total Use of Money 8t Property $41,000.00 $43,800.00 $45,100.00 $0.00 $45,100.00 $46,800.00 TOTAL CITY BUILDINGS $91,620.00 $98,671.00 $98,900.00 $0.00 $97,824.00 $105,300.00 w V St.Anthony For Fiscal Year 2001 General Fund-Civil Defense/Emergency Management Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-41000-110 Salaries $26,570.00 $27,413.00 $28,400.00 $0:00 $27,832.00 $31,500.00 101-41000-114 Employers Contribution/Pension $3,018.00 $2,717.00 $4,100.00 $0.00 $4,018.00 $4,400.00 101-41000-115 Employers Contribution/Insurance $2.400.00 $2,640.00 $3.100.00 $0M $30038,00 $1,800.00 Total Personal Services $31,988.00 $32,770.00 $35,600.00 $0.00 $34,888.00 $37,700.00 SLpplles 101-41000-226 General Supplies $9.4.00 1180.00 $300.00 $0.00 $224.00 1400.00 Total Supplies $94.00 $180.00 $300.00 $0.00 $294.00 $400.00 Other Services at Charges 101-41000-331 Communications $698.00 $1,456.00 $1,600.00 $0.00 $1,568.00 $1,800.00 101-41000-334 Printing 8i Publishing $236.00 $119.00 $200.00 $0.00 $196.00 $300.00 101-41000-339 Maintenance 8T Repairs $114.00 $234.00 $200.00 $0.00 $196.00 $1,000.00 101-41000-341 Travel/School/Conference $1.572.00 $921.00 $1,800.00 $0.00 $1.764.00 $3,600.00 Total Other Services 8t Charges $2,620.00 $2,730.00 $3,800.00 $0.00 $3,724.00 $6,700.00 Capital Expenses 101-41000-453 Machinery 8t Equipment $5.04.00 $482.00 $1.200.00 $0.00 $1,176.00 $1,600.00 Total Capital Expenses $504.00 $482.00 $1,200.00 $0.00 $1,176.00 $1,600.00 TOTAL CIVIL DEFENSE $35,206.00 $36,162.00 $40,900.00 $0.00 $40,082.00 $46,400.00 La 00 39 POLICE The St. Anthony Police Departments purpose is to protect and serve St. Anthony residents through pro-active and preventative patrol, traffic law enforcement, investigation of criminal activity, emergency response, crime prevention, and the development of community. contacts.and relationships. Through problem solving, community collaborations, and empowering the department's line personnel, we move foreword toward these goals. The Police Department's primary focus is to insure the community's livability, safety, and security through fair and impartial law enforcement. The department has a strong commitment to Community Oriented Policing that can be evidenced through the department's actions and mission. The department is comprised of a Police Chief, one Captain, two Lieutenants, one Sergeant, one investigator, fourteen patrol officers and two part-time community service officers. The department. also employs two full- time secretaries to support the department's overall goals and objectives. In addition to the sworn officers, ten Police Reserves help maintain the professional excellence of the department. • The police department also provides contractual police services for the cities of Lauderdale and Falcon Heights. Six officers are dedicated to those communities for police protection and response. The department's involvement in these contracted services creates additional resources for residents of St. Anthony. In addition, the contracts also reduce the overall tax liability associated with police costs to St. Anthony Residents, as well as pay for squad cars and other police equipment. In keeping with our commitment to Community Oriented Policing, the police department provides a wide variety of community services and educational programs including: . • Crime Prevention • National Night Out • Neighborhood Crime Watch • DARE • Animal Control • Community Education and Involvement • Police Bike Patrol • Liquor and Tobacco Compliance Checks St.Anthony For Fiscal Year 2001 General Fund-Police Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual .Actual Budget 6-30-00 Actual Budget 101-41100-110 Salaries $904,022.00 $1,007,861.00 $1,061,400.00 $0.00 $1,040,172.00 $1,077,700.00 101-41100-111 Overtime Salaries $13,387.00 $9,637.00 $15,400.00 $0.00 $15,092.00 $15,400.00 101-41100-114 Employers Contributlon/Pension $117,114.00 $120,536.00 $149,200.00 $0.00 $146,216.00 $132,500.00 101-41100-115 Employers Contribution/Insurance $76,726.00 $890108.00 $84,500.00 $0.00 $82,810.00 $94,700.00 101-41100-117 Overtime Court $3.263.00 g2.235.00 $8.900.00 50.00 $8.722.00 $8,900.00 Total Personal Services $1,114,512.00 $1,229,377.00 $1,319,400.00 $0.00 $1,293,012.00 $1,329,200.00 Supplies 101-41100-226 General Supplies 529,945.00 $36,184.00 540,100.00 $0.00 139,298.00 $40,100.00 Total Supplies $29,945.00 $36,184.00 $40,100.00 $0.00 $39,298.00 $40,100.00 Other Services ai Char 101-41100-321 Other Services $16,824.00 $18,335.00 $17,900.00 $0.00 $17,542.00 $19,600.00 101-41100-331 Communications $37,022.00 $37;654.00 $54,300.00 $0.00 $53,214.00 $52,800.00 101-41100-333 Care ai Support/Booking Fees $13,576.00 $12,329.00 $21,000.00 $0.00 $20,580.00 $15,000.00 101-41100-334 Printing ex Publishing $6,518.00 $4,821.00 $8,700.00 $0.00 $8,526.00 $7,000.00 101-41100-339 Maintenance at Repalr $1,301.00 $1,339.00 $3,800.00 $0.00 $3,724.00 $3,800.00 101-41100-341 Travel/School/Conference $8,138.00 $14,147.00 $16,300.00 $0.00 $15,974.00 $16,000.00 101-41100-342 Subscripdons/Membership $1,424.00. $2,713.00 $3,500.00 $3.430.00 $3.700.00 Total Other Servlces.atCharges $84,803.00 $91,338.00 $125,500.00 $0.00 $122,990.00 $117,900.00 Lauderdale/Falcon Heights Line Item Transfers 101-41100-671 Contract/Transfers to other Funds $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Transfers $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL POLICE $1,229,260.00 $1,356,899.00 $1,485,000.00 $0.00 $1,455,300:00 $1,487,200.00 0 41 Summary of St.Anthony, Lauderdale 8I Falcon Heights Budget • For Fiscal Year 2001 Revenues: - Lauderdale/Falcon Heights Contracts Lauderdale Falcon Heights General Fund $189,578.00 $379,854.00. Capital Equipment $24,000.00 $30,800.00 TOTAL $213,578.00 $410,654.00 2001 2001 2001 2001 Personal Services St.Anthony Lauderdale Falcon Heights Budget 101-41100-110 Salaries $745,500.00 $108,700.00 $223,500.00 $1,077,700.00 101-41100-111 Overtime Salaries $9,700.00 $2,000.00 $3,700.00 ,$15,400.00 101-41100-114 Employers Contribution/Pension $85,100.00 $16,100.00 $31,300.00 $132,500.00 101-41100-115 Employers Contribution/Insurance $68,000.00 $8,700.00 $18,000.00 $94,700.00 101-41100-117 Overtime Court $40900.00 $1,500.00 $2,500.00 $8,900.00 Total Personal Services $913,200.00 $137,000.00 $279,000.00 $1,329,200.00 Supplies 101-41100-226 General Supplies $20,500.00 $6,800.00 $12,800.00 $40100.00 Total Supplies $20,500.00 $6,800.00 $12,800.00 $40,100.00 Other Services U Charges • 101741100-321 Other Services $11,200.00 $2,900.00 $5,500.00 $19,600.00 101-41100-331 Communications $18,500.00 $10,500.00 $23,800.00 $52,800.00 101-41100-333 Care 8i Support/Booking Fees $15,000.00 $0.00 $0.00 $15,000.00 101-41100-334 Printing 8i Publishing $2,600.00 $1,900.00 $2,500.00 $7,000.00 1 0 1-4 1 1 00-3 39 Maintenance 8t Repair $1,800.00 $700.00 $1,300.00 $3,800.00 101-41100-341 Travel/School/Conference $11,200.00 $1,700.00 $3,100.00 $16,000.00 101-41100-342 Subscriptions/Membership $2,000.00 $600.00 $1,100.00 $3,700.00 Total Other.Services U Charges $62,300.00 $18,300.00 $37,300.00 $1.17,900.00 TOTAL 2001 POLICE BUDGET $996,000.00 $162,100.00 $329,100.00 $1,487,200.00 Other Budget Line Items 101-40510-335 Finance/Accounting $10,100.00 $19,700.00 101-41900-320 Animal Control $700.00 $2,000.00 101-42200-222 Public Works/Fuels 8i Lubricant $10,500.00 $11,400.00 101-42200-339 Public Works/Mainentance 8i Repair $3,300.00 $6,600'.00 401-47200-453 Capital Equipment Purchases $24,000.00 $30,800.00 Contingency/Non-Designated 2,878.00 111,054.00 TOTAL $213,578.00 $410,654.00 42 Fire The,Fire Department is responsible_ for protecting the community from the effects of.fire by the means of fire suppression, public education, rescue and fire code enforcement. The department is comprised of 5 full-time firefighters, 1 Assistant Fire Chief, a Fire Chief and approximately 20 part-time personnel. ' In addition, Public Works staff is available to respond to fire incidents during daytime hours. The Fire Department provides first response to all medical emergencies on an EMT level, as well as mitigation of minor to moderate hazardous materials incidents. To provide our community with expedient quality fire and safety services, the department is pursuing automatic and mutual aid responses with our neighboring communities Civil Defense: Civil Defense involves the planning, training and response to disasters such as wind storms, tornadoes, snow & ice storms, hazardous material accidents, major transportation and mass casualty incidents. Housing Code Enforcement: The Fire Department enforces City codes, ordinances and regulations relating to housing maintenance, zoning, signs and nuisances. • St.Anthony For Fiscal Year-2001 General Fund-Fire Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-41200-110 Salaries $289,473.00 $285,685.00 $308,600.00 $0.00 $302,428.00. $328,900.00 101-41200-111 Overtime Salaries $20,689.00 $20,724.00 $22,400.00 $0.00 $21,952.00 $23,800.00 101-41200-112 Salaries/Volunteer Flreflghters $44,015.00 $46,893.00 $41,500.00 $0.00 $40,670.00. $50,800.00 101-41200-113 Volunteer Fireflghters/Pension $0.00 $6,000.00 $6,000.00 $0.00 $6,000.00 $6,000.00 101-41200-114 Employers Contribudon/Pension $40,606.00 $37,204.00 $43,000.00 $0.00 $42,140:00 $46,000.00 101-41200-115 Employers Contribution/Insurance $32,401.00 $31,320.00 $33,600.00 $0.00 $32,928.00 $34,900.00 101-41200-117 Overtime/Emergency $8.724.00 g9.463.00 $7.200.00 1= $ZOS6,QQ 58,200.00 Total Personal Services $435,908.00 $437,289.00 $462,300.00 $0.00 $453,174.00 $498,600.00 Supplies 101-41200-225 Fire Prevention Supplies $1,452.00 $1,511.00 $1,800.00 $0.00 $1,764.00 $2,900.00 101-41200-226 General Supplies $6.780.00 $7.464.00 $7,400.00 $0.00 $7,252.00 110,300.00 Total Supplies $8,232.00 $8,975.00 $9,200.00 $0.00 $9,016.00 $13,200.00 Other Services&Charges 101-41200-320 Consulting/Contracted Services $840.00 $1,413.00 $1,500.00 $0.00 $1,470.00 $2,300.00 101-41200-321 Other Services $2,771.00 $2,925.00 $3,500.00 $0.00 $3,430.00 $4,000.00 101-41200-331 Communications $3,337.00 $3,577.00 $4,500.00 $0.00 $4,410.00 $5,600.00 101-41200-339 Maintenance 8t Repair $2,017.00 $2,731.00 $2,600.00 $0.00 $2,548.00 $4,000.00 101-41200-340 Building Remodeling $0.00 $0.00 $0.00 $0.00 $0.00 $1,000.00 101-41200-341 Travel/School/Conference $2,086.00 $2,480.00 $3,300.00 $0.00 $3,234.00 $14,600.00 101-41200-342 Subscriptlons/Membership $1.731.00 $1.507.00 51.400.00 $0.00 $1.372.00 11,500.00 Total Other Services 8t Charges $12,782.00 $14,633.00 $16,800.00 $0.00 $16,464.00 $33,000.00 Capital Outlay 101-41200-453 Machinery at Equipment 56.078.00 $4,267.00 $6.000.00 $O.QQ $5,88000 $3,600.00 Total Capital Outlay- $6,078.00 $4,267.00 $6,000.00 $0.00 $5,880.00 $3,600.00 TOTAL FIRE $463,000.00 $465,164.00 $494,300.00 $0.00 $484,534.00 $548,400.00 ��,, St.Anthony For Fiscal Year 2001 General Fund-Inspections Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual . Budget 101-41300-110 Salaries $9,779.00 $10,669.00 $14,000.00 $0.00 $13,720.00 $12,600.00 101-41300-112 Salaries-Temp/Part Time $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 101-41300-114 Employers Contribution/Pension $1,276.00 $1,378.00 $2,000.00 $0.00 $1,960.00 $1,800.00 101-41300-115 Employers Contribution/Insurance $886.00 $47700 $1.200.00 $900 11,176,Q4 $1,990.00 Total Personal Services $11,941.00 $12,524.00 $17,200.00 $0.00 $16,856.00 $15,400.00 Supplies 101-41300226 General Supplies $4.00 $0.00 $100.00 50,00 $48.00_ $100.00 Total Supplies $4.00 $0.00 $100.00 $0.00 $98.00 . $100.00 Other Services et Charges 101-41300-320 Consulting at Contracted Services $51,532.00 $52,291.00 $48,100.00 $0.00 $47,138.00 $54,500.00 101-41300-334 Printing ex Publishing $464.00 $1,015.00 $600.00 $0.00 $588.00 $1,000.00 101-41300-341 Travel/School/Conference $0.00 $0.00 $100.00 $0.00 $98.00 $100.00 101-41300-342 Subscriptions/Membership .00 $0.00 $209.09 $0.00 $196.00 $4.00 Total Other Services u Charges $51,996.00 $53,306.00 $49,000.00 $0.00 $48,020.00 $55,600.00 TOTAL INSPECTIONS $63,941.00 $65,830.00 $66,300.00 $0.00 $64,974.00 $71,100.00 r 41 St.Anthony For Fiscal Year 2001 General Fund-Animal Control Expenses 2000 _ 1998 1999 2000 Y-T-D Estimated 2001 Supplies Actual Actual Budget 6-30-00 Actua Budget 101-41900-226 General Supplies $46.00 $399.00 $500.00 $0.00 $490.00 1500,00 Total Personal Services $46.00 .$399.00 $500.00 $0.00 $490.00 $500.00 Contractual Services 101-41900-320 Consulting/Contracted Services 53.167.00 $2.752.00 $5.200.00 $Q.QO $5,096.00 $3,500.00 Total Contractual Services $3,167.00 $2,752.00 $5,200.00 $0.00 $5,096.00 $3,500.00 TOTAL ANIMAL CONTROL $3,213.00 $3,151.00 $5,700.00 $0.00 $5,586.00 $4,000.00 46 Public Works The Public.Works Department is comprised of thirteen full-time employees who are. responsible for the overall maintenance and repair. of city streets, parks, buildings, boulevards, trees, water/sewer and all infrastructures. The Department is divided into 4 general services: Streets: The Street Department provides services that include the maintenance and repair of all City roads including: seal coating, snow plowing, ice control, street sweeping and crosswalk striping. Vehicle Maintenance: The Public Works Department provides vehicle and equipment maintenance to all City Departments in a manner and cost which is competitive with outside service alternatives. • Tree & Weed Care: Public Works provides a.branch chipping program for residents, trimming of boulevard trees on an annual basis and a yearly spraying for weed control on public property. In addition, one half of a full time Public Works position is dedicated to inspection and removal of diseased trees. Parks: Public Works provides services to improve and maintain all City parks and park buildings. They prepare and maintain all baseball, softball and soccer fields, as well as the skating rinks in the winter. St.Anthony For Fiscal Year 2001 General Fund-Public Works Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-42000-110 Salaries $159,236.00 $161,885.00 $194,000.00 $0.00 $190,120.00 $179,500.00 101-42000-111 Overtime Salaries $2,546.00 $972.00 $5,000.00 $0.00 $4,900.00 $3,000.00 101-42000-112 Salaries-Temp/Part Time $18,1.78.00 $13,036.00 $23,500.00 $0.00 $23,030.00 $20,500.00 101-42000-114 Employers Contribudon/Penslon $23,210.00 $22,586.00 $30,000.00 $0.00 $29,400.00 $24,500.00 101-42000-115 Employers Contribution/Insurance $18,655.00 $19,039.00 $20,500.00 10.00 $20,090.00 $21,000.00 Total Personal Services $221,825.00 $217,518.00 $273,000.00 $0.00 $267,540.00 $248,500.00 Supplies 101-42000-223 Small Tools $44.00 $23.00 $800.00 $0.00 $784.00 $800.00 101-42000-224 Street Signs $3,382.00 $1,933.00 $4,000.00 $0.00 $3,920.00 $4,000.00 101-42000-226 General Supplies $49,053.00 $63,846.00 5 ,300.00 $0.00 $80,654.00 $66,000.00 Total Supplies $52,479.00 $65,802.00 $87,100.00 $0.00 $85,358.00 $70,800.00 Other Services at Charges 101-42000-321 Other Services $3,222.00 $4,731.00 $4,800.00 $0.00 $4,704.00 $4,800.00 101-42000-336 Utilities/Street Lights $40,279.00 $38,915.00 $42,000.00 $0.00 $41,160.00 $42,000.00 101-42000-338 Rentals $0.00 $0.00 $400.00 $0.00 $392.00 $400.00 101-42000-339 Maintenance U Repair $9,215.00 $9,528.00 $10,700.00 $0.00 $10,486.00 $11,000.00 101-42000-341 Travel/School/Conference $1,580.00 $1,818.00 $1,800.00 $0.00 $1,764.00 $1,800.00 101-42000-342 Subscriptions/Membership $140.00 $50.00 $300.00 $0.00 $294.00 $200.00 101-42000-349 Misc. Expenses $179.00 $346,40 $600.00 $0.00 $S88,00 $300.00 Total Other Services 8i,Charges $54,615.00 $551438.00 $60,600.00 $0.00 $59,388.00 $60,500.00 TOTAL PUBLIC WORKS $328,919.00 $338,758.00 $420,700.00 $0.00 $412,286.00 $379,800.00 V St.Anthony For Fiscal Year 2001 General Fund-Public Works Maintenance 8t Repair Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-42200-110 Salaries $36,312.00 $37,430.00 $40,000.00 $0.00 $39,200.00 $40,500.00 101-42200-111 Overtime Salaries $0.00 $0.00 $500.00 $0.00 $490.00 $200.00 101-42200-114 Employers Contribution/Pension $4,651.00 $4,807.00 $5,900.00 $0.00 $5,782.00 $5,400.00 101-42200-115 Employers Con tribudon/Insurance $2,447_00 $5.281.00 $4.800.00 i= $40704,00 $5,900.04 Total Personal Services $43,410.00 $47,518.00 $51,200.00 $0.00 $50,176.00 $52,000.00 Supplies 101-42200-222 Motor Fuel at Lubricants $22,246.00 $31,939.00 $35,000.00 $0.00 $34,300.00 $37,500.00 101-42200-223 Small Tools $43.00 $131.00 $600.00 $0.00 $588.00 $500.00 101-42200-226 General Supplies $2.864.00 $8,719_00 $21,400.00 $0.00 $20,972.00 $11,000.00 Total Supplies $25,153.00 $40,789.00 $57,000.00 $0.00 $55,860.00 $49,000.00 Other t rvi s at Charges 101-42200-321 Other Services $1,421.00 - $623.00 $2,000.00 $0.00 $1,960.00 $1,500.00 101-42200-339 Maintenance 8L Repair $11,915.00 $8,899.00 $7.200.00 SDM $7,056.00 $10,000.00 Total Other Services u Charges $13,336.00 $9,521.00 $9,200.00 $0.00 $9,016.00 $11,500.00 Cabal Outlav 101-42200-453 Machinery 8i Equipment $0.00 Total Capital Outlay $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL PUBLIC WORKS MAINTENANCE 8i REPAIR $81,899.00 $97,828.00 $117,400.00 $0.00 $115,052.'00 $112,500.00 r co St.Anthony For Fiscal Year 2001 General Fund-Tree 8t Weed Care Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-43100-110 Salaries $14,980.00 $14,823.00 $20,200.00 $0.00 $19,796.00 $17,000.00 101-43100-114 Employers Contribution/Pension $1,849.00 $1,945.00 $3,100.00 $0.00 $3,038.00 $2,400.00 101-43100-115 Employers Contribution/Insurance $1.223.00 S11,650,00 $1.900.00 lam $1,862`00 $1,900.00 Total Personal Services $18,052.00 $18,418.00 $25,200.00 $0.00 $24,696.00 $21,300.00 Supplies 101-43100-220 Office Supplies $0.00 $40.00 $200.00 $0.00 $196.00 $200.00 101-43100-226 General Supplies 5380.00 $685.00 $700.00 10.00 1686.00 5700.00 Total Supplies $380.00 $725.00 $900.00 $0.00 $882.00 $900.00 Other Services U Charges 101-43100-320 Consulting/Contracted Services $927.00 $271.00 $700.00 $0.00 $686.00 $600.00 101-43100-339 Maintenance 8t Repair $849.00 $515.00 $1,900.00 $0.00 $1,862.00 $1,150.00 101-43100-348 Beautification/Tree Planting $1,453.00 $1,750.00 $2.000.00 SD Q4 $1,960 00 $2,000.04 Total Other Services 8t Charges $3,229.00 $2,536.00 $4,600.00 $0.00 $4,508.00 $3,750.00 TOTAL TREE 8t WEED CARE $21,661.00 $21,679.00 $30,700.00 $0.00 $30,086.00 $25,950.00 St.Anthony For Fiscal Year 2001 General Fund-Parks Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 101-45500-110 Salaries $40,287.00 $40,335.00 $45,700.00 $0.00 $44,786.00 $69,200.00 101-45500-111 Overtime Salaries $460.00 $352.00 $1,500.00 $0.00 $1,470.00 $800.00 101-45500-114 Employers Contribution/Pension $5,149.00 $5,546.00 $6,300.00 $0.00 $6,174.00 $9,100.00 101-45500-115 Employers Contribution/Insurance $4.487.00 $7.643.00 $5,400.00 $0.40 $5,292.00 Total Personal Services $50,383.00 $53,876.00 $58,900.00 $0.00 $57,722.00 $88,200.00 Supplies 101-45500-223 Small Tools $293.00 -$261.00 $600.00 $0.00 $588.00 $400.00 101-45500-226 General Supplies $2„837.00 $2.516.00 $3.500.00 50.00 $3,430.00 53.500.00 Total Supplies $3,130.00 $2,777.00 $4,100.00 $0.00 $4,018.00 $3,900.00 Other Services_at Charge 101-45500-337 Maintenance Bt Repair-Other $3,517.00 $10,867.00 $13,300.00 $0.00 $13,034.00 $11,700.00 101-45500-338 Rentals $0.00 $0.00 $200.00 $0.00 $196.00 $200.00 101-45500-339 Maintenance 8t Repair/Equipment 12,627.00 52.104.00 53,700.00 $0.44 13.626.44 $3444.44 Total Other Services 8t Charges $6,144.00 $12,971.00 $17,200.00 $0.00 $16,856.00 $14,900.00 Capital Outlay 101-45500-453 Machinery 8i Equipment $0.00 $0.00 $1,600.00 $0.00 $1,568.00 $1,000.00 101-45500-459 Other Improvements 50.00 $4..44 $0.44 S9 44 $4..44 1= Total Capital Outlay $0.00 $0.00 $1,600.00 $0.00 $1,568.00 $1,000.00 TOTAL PARKS $59,657.00 $69,624.00 $81,800.00 $0.00 $80,164.00 $108,000.00 0 St.Anthony For Fiscal Year 2001 General Fund-Transfer to Other Funds Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Transfer to Capital EQuipment Fund Actual Actual Budget 6-30-00 Actual Budget 101-46500-670 Transfer to Capital Equipment Fund $75,000.00 $75,000.00 $75,000.00 $0.00 $75,000.00 $75,000.00 101-46500-671 Transfer to Other Funds $185,972.00 $122,697.00 $0.00 X0.00 "M $0.00 Total Transfers $260,972.00 $197,697.00 $75,000.00 $0.00 $75,000.00 $75,000.00 TOTAL TRANSFERS $260,972.00 $197,697.00 $75,000.00 $0.00 $75,000.00 $75,000.00 Ln r 52 FIVE YEAR CAPITAL EQUIPMENT PLAN The five-year capital equipment plan is a summary of equipment purchases that are ' projected over the next five years. Potential funding sources include existing fund balances, operating transfers, debt issuance and liquor operations profits. 53 • CAPITAL EQUIPMENT 2001 BUDGET 453 Machinery and Eauipment.................................................................$412,400 Police: * Three police squad cars............................................................ $67,500 * Tear Down 8E Build New Squads..................................................$ 4,500 * Equipment Replacement/2 Squads................................................$5,400 Upgrade State Computer System ................................................$15,000 SaW Computer Indentification Kit...............................................$ 3,200 ProCopper Seats.......................................................................$ 1,000 $96,600 * Lauderdale/Falcon Heights funding of capital equipment purchases. Fire: TurnoutGear...........................................................................$39,600 Self Contained Breathing Apparatus.............................................$53,700 • Replace Defibulator.....................................................................$5,000 Rebuild Engine #21 ..........................:.......................................$73,000 $171,300 Finance/Adminstration: Replace Personal Computers (5).................................................$12,500 PCSoftware Upgrades.................................................................$3,000 Replace Epson Lazer Printer...........................................................$4,000 Upgrade —Windows`98.............................................................$4,000 Misc. Network Upgrades.............................................................$3,000 $26,500 Public Works: Toro Groundmaster/Slope Mower..............................................$40,000 Toro Leaf Vacuum....................................................................$ 3,000 CrewCab Truck.......................................................................$25,000 3/4 Ton Pick-up Truck................................................................$25,000 $93,000 Parks: • Refurbish Park Equipment..........................................................$25.000 $25,000 CITY OF ST.ANTHONY CAPITAL EQUIPMENT PLAN 2001-2005 2001' TOTAL FINANCE RECOMMENDED FIVE YEAR PROGRAM ESTIMATED J-Q, PROJECT/DESCRIPTION SOURCE ?QQ] 2=: 2003 2M 2 M COST A. Police Department':::.::•................................... . ......................... 1. Squad Cars PC $67,500.00 $45,500.00 $69,000.00 $48,500.00 $72,000.00 $302,500.00 2. Equpment Replacement/2 Squads PC $5,400.00 $5,700.00 $6,100.00 $17,200.00 3. Teardown/Building of Squad Cars PC $4,500.00 $2,500.00 $5,000.00 $3,000.00 $6,000.00 $21,000.00 4. Upgrade State Computer System CEL $15,000.00 $15,000.00 5. S&W Computer Indentifcation Kit CEL $3,200.00 $3,200.00 6. Pro Copper Seats CEL $1,000:00 $1,000.00 $1,000.00 $3,000.00 7. Shotgun Replacement $1,500.00 $1,500.00 8. Animal Tranquilizer Gun $500.00 $500.00 9. Nite Vision Scope $4,000.00 $4,000.00 10. Camera $800.00 $800.00 11. Radar Replacement for Squad Cars $5,000.00 $5,000.00 12. MP5's (2) $2,500.00 $2,500.00 13. Copier $10,000.00 $10,000.00 14. 2-PBT's $1,200.00 $1,200.00 15. Fax Machine $3,000.00 $3.000.00 $96,600.00 $55,800.00 $85,700.00 $54,000.00 $98,300.00 TOTAL POLICE CAPITAL $390,400.00 Fire Department 1. Turnout Gear GFR $39,600.00 $39,600.00 2. Self Contained Breathing Apparatus GFR $53,700.00 $53,700.00 3. Replace Difibrillator CEL $5,000.00 $5,000.00 4. Rebuild E-21 GFR $73,000.00 $73,000.00 5. Lockers $8,000.00 $8,000.00 6. Mobile Data Computers (3) $24,000.00 $24,000.00 7. Radios-800 MI-12 $18,300.00 $18,300.00 8. 5"-Supply Hose $10,000.00 $7,000.00 $7,000.00 $24,000.00 9. Turnout Gear-Fund Balance $5,000.00 $5,000.00 $5,000.00 $5,000.00 $20,000.00 10. Fax Machine $3,000.00 $3,000.00 11. Fire Truck-Pump Engine $330,000.00 $330,000.00 12. Squad Vehicle $30,000.00 $30.000.00 $171,300.00 $68,300.00 $342,000.00 $12,000.00 $35,000.00 TOTAL FIRE CAPITAL $628,600.00 CITY OF ST.ANTHONY CAPITAL EQUIPMENT PLAN 2001-2005 2001 TOTAL FINANCE RECOMMENDED FIVE YEAR PROGRAM ESTIMATED N-Q, PROJECT/DESCRIPTION SOURCE 2001 2= 2= 2004 2M COST B. .:..:.....:..:.....:.:::...:..: ...::......::.:.:;:.:.;:.;;:.;;:.;;:.;:.: 1. To Grounds master/Slope Mower LOP-99 $40,000.00 $40,000.00 2. Toro Leaf Vacuum LOP-99 $3,000.00 $3,000.00 3. Crew Cab Truck LOP-99 $25,000.00 $25,000.00 4. 3/4 Ton Pickup Truck LOP-99 $25,000.00 $30,000.00 $30,000.00 $85,000.00 5. 1 -Ton Pickup Truck $30,000.00 $30,000.00 6. Bobcat-Mill Attachment $12,000.00 - $12,000.00 7. 2-Ton Plow Truck $37,000.00 $37,000.00 8. Tanker Truck $65,000.00 $65,000.00 9. 1 -Ton Utility Truck $35,000.00 $35,000.00 10. Toro Gang Mower $35,000.00 $35,000.00 11. 3/4-Ton Cushman $12,000.00 $12.000.00 $93,000.00 $42,000.00 $137,000.00 $77,000.00 $30,000.00 TOTAL PUBLIC WORK CAPITAL $379,000.00 C. ' 'f 0th 11 <(S PR 71l M::: T ::....::.......::..:...:..........:.....::.. .. Street 1. Wing Truck(#33,000 GVW) $95,000.00 $95,000.00 $190,000.00 2. Street Sweeper $80,000.00 $80,000.00 3. Replace Backhoe $70,000.00 $70,000.00 4. Concrete Saw(65hp) $15,000.00 $15,000.00 5. 3/4-Ton Pick-up $30,000.00 $30,000.00 6. 2-Ton Asphalt Roller $30,000.00 $30,000.00 7. Sod Cutter $7,000.00 $7,000.00 8. Utility Trailers $10,000.00 $10.000.00 $0.00 $166,000.00 $95,000.00 $162,000.00 $10,000.00 TOTAL STREET CAPITAL $432,000.00 Utility -Sewer 1. Sewer JetterNactor $120,000.00 $120,000.00 2. Utility Van $40,000.00 $40,000.00 3. Rehab Sewer Jetter $40,000.00 $40,000.00 4. Upgrade Television Equipment $30,000.00 $30.000.00 $0.00 $40,000.00 $40,000.00 $0.00 $160,000.00 TOTAL SEWER CAPITAL $230,000.00 -Water 1. Update Well Houses $60,000.00 $60,000.00 $60,000.00 $180,000.00 2. Filtration Plant Rehab $60,000.00 $60,000.00 3. Replace Controls/Filtration Plant $40,000.00 $40.000.00 $0.00 $60,000.00 $60,000.00 $60,000.00 $100,000.00 L TOTAL WATER CAPITAL $280,000.00 CITY OF ST.ANTHONY CAPITAL EQUIPMENT PLAN 2001-2005 2001 TOTAL FINANCE RECOMMENDED FIVE YEAR PROGRAM ESTIMATED NO— PROJECT/DESCRIPTION SOURCE COST D. :;;;:.::.;:.;: .;;:.;:.............::::::. ........... Parks 1. Refurbish Park Equipment CEL $25,000.00 $25,000.00 2. Refurbish Playground Equipment $25,000.00 $25,000.00 $25,000.00 $25,000.00 $100.000.00 $25,000.00 $25,000.00 $25,000.00 $25,000.00 $25,000.00 TOTAL PARKS CAPITAL $125,000.00 E. City Hall 1. Ground Mount Monument Sign $0.00 2. Irrigation System/Landscaping $80,000.00 $80,000.00 3. Interior Painting/Improvements $0.00 4. Exterior Painting/Improvements 1= $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $80,000.00 $0.00 $0.00 $0.00 TOTAL COMMUNITY CENTER CAPITAL $80,000.00 F. iii t r i .:.........:::::::: :. 1 tl . . Replace Personal Computers (5) CEL $12,500.00 $13,500.00 $26,000.00 2. PC-Software Upgrades CEL $3,000.00 $3,500.00 $6,500.00 3. Replace Epson Lazer Jet Printers CEL $4,000.00 $4,500.00 $8,500.00 4. Upgrade Windows-98 CEL $4,000.00 $4,000.00 5. Copier/City Hall $24,500.00 $24,500.00 6. Replace File Server $12,000.00 $12,000.00 7. File Server Software Upgrades $4,000.00 $4,000.00 8. Replace Network Tape Drive $3,000.00 $3,000.00 9. Replace Ethernet Switches $6,000.00 $6,000.00 10. Upgrade Network Cable $10,000.00 $10,000.00 11. A/S-400 MainFrame Computer $30,000.00 $30,000.00 12. Misc.-Network Upgrades CEL $3,000.00 $3,000.00 $3,000.00 $3,000.00 $3,000.00 $15.000.00 $26,500.00 $46,500.00 $30,500.00 $33,000.00 $13,000.00 TOTAL FINANCE/ADMIN CAPITAL $149,500.00 • �n ON CITY OF ST.ANTHONY CAPITAL EQUIPMENT PLAN 2001-2005 2001 TOTAL FINANCE RECOMMENDED FIVE YEAR PROGRAM ESTIMATED J�Q PROJECT/DESCRIPTION SOURCE ZQQt 2002 2003 2004 2005 COST G. Stonehouse 1. Replace H.V.A.C.System LOP-00 $30,000.00 $30,000.00 2. Replace Backlite Canopy/Canvas LOP-00 $10,000.00 $10,000.00 3. Security Camera System LOP-00 $5,000.00 $5.000.00 $45,000.00 $0.00 $0.00 $0.00 $0.00 TOTAL STONEHOUSE CAPITAL $45,000.00 SAVI 1. Replace H.V.A.C.System LOP-00 $30,000.00 $30,000.00 2. Replace Retail Sales Counters LOP-00 $6,000.00 $6,000.00 3. Security Camera System LOP-00 $5,000.00 . $5,000.00 4. Computer Hardware Replacement $6,000.00 $6.000.00 $41,000.00 $0.00 $0.00 $6,000.00 $0.00 TOTAL SAV I CAPITAL $47,000.00 SAV II 1. Security Camera System LOP-00 $5,00.0.00 $5,000.00 2. Repair/Replace Roof $7,000.00 $7,000.00 3. Replace/Repair Tile Floor(Sales Area) $10,000.00 $10,000.00 4. Computer Hardware Replacement $6,000.00 $6.000.00 $5,000.00 $7,000.00 $10,000.00 $6,000.00 $010 TOTAL SAV II CAPITAL $28,000.00 Total by Year $503,400.00 $589,600.00 $825,200.00 $435,000.00 $461,300.00 TOTAL FIVE-YEAR CAPITAL OUTLAY $2,814,500.00 v, V CITY OF ST.ANTHONY CAPITAL EQUIPMENT PLAN 2001-2005 FINANCING SOURCES-KEY CI -Certificat of Indebtedness LFT -Liquor Fund Transfer CG -Charitible Gambling PC -Lauderdale/Falcon Heights Contracts&_Reserves CEL -Annual$75,000 Budget Transfer TIF -Tax Increment Finance CER -Captital Equipment Reserves S-UT -Sewer Utility Fund GFR -General Fund Reserves W-UT -Water Utility Fund LOP -Liquor Operations Profit TBA/??-Financing Source Undetermined t-n co RECYLING FUND The City's recycling program incorporates the direction of the Hennepin County Department of Environmental ,Services and Ramsey County's Department of Public Health. 60 Recycles St. Anthony is doing its part to support regional efforts towards preserving the environment. The goal is a more sustainable environment. To achieve this goal, the region must manage its waste in a manner that will not compromise future generations' ability to meet their needs. The City's recycling efforts are consistent with other local and regional :_programs and are representative of a community that cares about the future condition of the environment. 61 RECYCLING FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Hennepin County Grants $16,407 $17,634 $17,300 $17,500 Ramsey County Grants $5,271 $5,273 $5,200 $5,300 Recyling Fees Collected $0 $0 $0 $0 Clean-Up Day Revenues $2,565 $2,982 $3,000 $3,000 Interest Earnings $3,393 $3,290 $3,000 $3,000 Miscellaneous Revenues $0 $0 $0 $0 Fund Balance Reserves $4 $Q $3.800 $5.700 RECYCLING FUND TOTAL REVENUES $27,636 $29,179 $ ,300 $34,500 EXPENDITURES 1998 1999 2000 .2001 ACTUAL ACTUAL BUDGET BUDGET • Personal Services $20,829 $24,500 $24,300 $24,500 Consulting ex Contracted Services $0 $0 $0 $0 Printing eL Publishing $5,759 $4,088 $5,000 $5,000 Travel/School/Conference $0 $0 $0 $0 Rycycling Bins/Misc. $0 $2,861 $0 $2,000 Clean-Up Day Expenses $2,764 $2,748 $3,000 $3,000 RECYCLING FUND TOTAL EXPENDITURES $29,352 $34197 $32,300 $34,500 FUND BALANCE AT END OF YEAR $60,490 $55,472 $51,672 $45,972 • • • • St.Anthony For Fiscal Year 2001 RECYCLING FUND Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Grants Actual Actual Budget 6-30-00 Actual Budget 225-33700-000 Hennepin County Recycling Grant $16,407.00 .$171634.00 $17,300.00 $0.00 $16,954.00 $17,500.00 225-33750-000 Hennepin County Yard Waste $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 225-33800-000 Ramsey County Score Grant $5.271.00 $5,27300 $5,200.04 $0.120 $5.096.00 $5.340.00 - Total Grants $21,678.00 $22,907.00 $22,500.00 $0.00 $22,050.00 $22,800.00 Use of Money at Property 225-34950-000 Recycling Fees Collected $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 225-33760-000 Clean-up Day Revenues $2,565.00 $2,982.00 $3,000.00 $0.00 $2,940.00 $3,000.00 225-38100-000 Interest Earnings . $3,393.00 $3,290.00 $3,000.00 $0.00 $2,940.00 $3,000.00. 225-38910-000 - Micellaneous Revenue $0.44 $4.00 $0.00 $4.04 $0.40 Total Use of Money ex Property $5,958.00 $6,272.00 $6,000.00 $0.00 $5,880.00 $6,000.00 Miscelleneous Revenues 225-38950-000 Fund Balance/Reserves $4_00 $0.00 $3.800.00 $0.04 $3.724.00 $5,794.04 Total Miscellaneous $0.00 $0.00 $3,800.00 $0.00 $3,724.00 $5,700.00 TOTAL RECYCLING FUND $27,636.00 $29,179.00 $32,300.00 $0.00 $31,654.00 $34,500.00 rn N St.Anthony For Fiscal Year 2001 RECYCLING FUND Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 225-44950-110 Salaries $18,461.00 $21,715.00 $21,500.00 $0.00 $21,070.00 $21,500.00 225-44950-114 Employers Contribution/Pension $2,368.00 $2,785.00 $2,800.00 $0.00, $2,744.00 $3,000.00 225-44950-115 Employers Contribution/Insurance 10.00 $0.00 50.00 $0.00 $0.00 $0.00 Total Personal Services $20,829.00 $24,500.00 $24,300.00 $0.00 $23,814.00 $24,500.00 Other Services 8z Charges 225-44950-320 Consulting ex Contracted Services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 225-44950-321 Other Services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 225-44950-334 Printing et Publishing $5,759.00 $4,088.00 $5,000.00 $0.00 $4,900.00 $5,000.00 225-44950-341 Travels/School/Conference $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 225-44950-349 Recycling Bins/Misc. Expense $0.00 $2,861.00 $0.00 $0.00 $0.00 $2,000.00 225-44950-351 Clean-up Day Expenses 52.764.00 52.748.00 53.000.00 10.00 $2,,940.00 13,400.00 Total Other Services ex Charges $8,523.00 $9,697.00 $8,000.00 $0.00 $7,840.00 $10,000.00 cantlal Outlay 225-44950-670 Transfer to Other Funds $0.00 $0..00 $0.00 $0.00 $0.40 $0.00 Total Transfers $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL RECYCLING FUND $29,352.00 $34,197.00 $32,300.00 $0.00 $31,654.00 $34,500.00 rn w - 64 DARE FUND The. Dare Fund covers the costs associated with operating the DARE Program with-in our schools. This budget provides for the DARE Officer's time, graduation incentives, conferences and expenses related to support the curriculum. mom 65 • DARE/FORFEITURE FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET School District-Dare Levy $15,491 $19,599 $20,000 $15,600 Interest Earnings $1,848 $1,397 $1,000 $1,000 Forfeiture/Confiscation Funds $1,744 $19,187 $4,000 $4,000 Dare Program-Donations $1,329 $2,768 $1,500 $1,500 Ramsey County Dare Funds $3,627 $433 $400 $400 Fund Balance/Reserves DARE/FORFEITURE FUND TOTAL REVENUES $43,384 $26,900 $28,500 EXPENDITURES 1998 1999 2000 2001 ACTUAL- ACTUAL BUDGET BUDGET Personal Services $19,491 . $19,599 $20,400 $21,500 • Consulting 8L Contracted Services $0 $0 $0 $0 Miscellaneous Expenses $0 $0 $0 $0 Dare Program Expenses $3,744 $2,798 $3,250 $3,500 Police Forfeiture Expenses $0 $0 $0 $0 Purchase of Equipment $3,341 $14,866 $3,250 $3,500 Transfers to other Funds SD $Q $4 $Q DARE/FORFEITURE FUND TOTAL EXPENDITURES $26,576 $37,263 $26,900 $28,500 Fund Balance/Reserves $4 $4 $Q ($6,0001 FUND BALANCE AT END OF YEAR $33,071 $39,192 $39,192 $33,192 • St.Anthony For Fiscal Year 2001 DARE/FORFEITURE FUND Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Dare Lew Actual Actual Budget 6-30-00 Actual Budget 230-33200-000 School District Dare Levy $15,491.00 $19,599.00 $20,000.00 $0.00 $19,600.00 $15,600.00 Total Dare Levy $15,491.00 $19,599.00 $20,000.00 $0.00 $19,600.00 $15,600.00 Use of Money et Propernr 230-38100-000 Interest Earnings $1,848.00 $1,397.00 $1,000.00 $0.00 $980.00 $1,000.00 230-38910-000 Forfeiture/Conflscadon Funds $1,744.00 $19,187.00 $4,000.00 $0.00 $3,920.00 $4,000.00 230-38920-000 Dare Program-Donations $1,329.00 $2,768.00 $1,500.00 $0.00 $1,470.00 $1,500.00 230-38930-000 Ramsey County Dare-Funds $3,627.00 - $433.00 $400.00 S= $342.00 $400.00 Total Use of Money 8t Property $8,548.00 $23,785.00 $6,900.00 $0.00 $6,762.00 $6,900.00 230-39990-000 Fund Balance/Reserves $0.00 $0.00 $0.04 $9 QQ $0.00 $4,000.00 Total Fund Balance Reduction $0.00 $0.00 $0.00 $0.00 $0.00 $6,000.00 TOTAL DARE/FORFEITURE FUND $24,039.00 $43,384.00 $26,900.00 $0.00 $26,362.00 $28,500.00 rn rn St.Anthony For Fiscal Year 2001 DAREMORFEITURE FUND Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 230-41100.110 Salarles/Transfer $19,491.00 $19,599.00 $20,400.00 $0.00 $19,992.00 $21,500.00 230-41100-114 Employers Contrlbutlon/Pension $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 230-41100-115 Employers Contribution/Insurance $0.00 80.00 $4.44 $Q QO $0.00 $= Total Personal Services $19,491.00 $19,599.00 $20,400.00 $0.00 $19,992.00 $21,500.00 Other Services at Chargec- 230-41100-320 ' Consulting U Contracted Services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 230-41100-322 Legal/Prosecudons $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 230-41100-349 Miscellaneous Expenses $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 230-41100-351 Dare Program Expenses $3,744.00 $2,798.00 $3,250.00 $0.00 $3,185.00 $3,500.00 230-41100-352 Police Forfiture Expenses $4 QQ S0,00 $4,o4 1144 14.44 1 QQ Total Other Services 8i Charges $3,744.00 $2,798.00 $3,250.00 $0.00 $3,185.00 $3,500.00 Captial Outlav 230-41100-454 Purchase of Police Equipment $3,341.00 $14,866.00 $3,250.00 $0.00 $3,185.00 $3,500.00 230-41100-670 Transfer to Other Funds 14.04 $4.04 $0.00 $4aQ4 $4.04 $0.00 Total Transfers $3,341.00 $14,866.00 $3,250.00 $0.00 $3,185.00 $3,500.00 TOTAL DARE/FORFEITURE FUND $26,576.00 $37,263.00 $26,900.00 $0.00 $26,362.00 $28,500.00 ' rn V 68 H OUStNG� REDEVELO'Pz .,.MENT AUTHORITY H .ROA-. ) The Housing and Redevelopment Authority is comprised of the Mayor and four City Council members serving as the Board. The H.R.A. oversees all commercial and residential redevelopment activities in the community. 69 HRA GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Property Tax Levy/Increment $950,053 $1,056,897 $20,000 $20,000 Interest on Investments $189,928 $168,168 $43,900 $48,300 Misc. Revenues/Admin. Reimbursement $2,000 $0 $1,000 $1,000 Sale of Lot $0 $0 - $0 $0 Fund Balance Equity Transfer $Q $Q $70,000 $70,000 - HRA FUND TOTAL REVENUES $1,141,981 $1.225,065 $134,900 $139,300 EXPENDITURES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Personal Services $29,260 $30,954 $20,000 $32,600 Consulting at Contracted Services $19,421 $33,024 $44,900 $36,700 • Debt Service $367,413 $413,003 $0 $0 TIF Payments to Developers $436,347 $384,273 $0 $0 Land Acquisition $1+691 S214,272 $70,004 $70,000 HRA FUND TOTAL EXPENDITURES $854,132 $1.075,526 $134,900 $139,300 Fund Balance Reserves $Q $Q $4 $Q FUND BALANCE AT END OF YEAR $2,825,360 $2,866,362 $2,866,362 $2,866,362 • St.Anthony For Fiscal Year 2001 HRA Fund Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Transfers Actual Actual Budget 6-30-00 Actual Budget 301-30110-000 Tax Levy $950,013.00 $1,056,810.00 $20,000.00 $0.00 $19,600.00 $20,000.00 301-30120-000 Penalties,Tax, Forfltures S40.00 $$ZQO SDM 1= 50.00 1= Total Transfers $950,053.00 $1,056,897.00 $20,000.00 $0.00 $19,600.00 $20,000.00 Use of Money at Property 301-38100-000 Interest-Investment $189,928.00 $168,168.00 $43,900.00 $0.00 $43,022.00 $48,300.00 301-38400-000 Admin. Reimbursement-Tax Inc. $0.00 $0.00 $0.00 $0.00 $0.00- $0.00 301-38410-000 Proceeds for Refinance of Debt/Chandler $0.00 $0.00. $0.00 $0.00 $0.00 $0.00 301-38910-000 Micellaneous Revenue $2.000.00 $0,44 $t,000,00 $1,040.04 Total Contractual Services $191,928.00 $168,168.00 $44,900.00 $0.00 $44,002.00 $49,300.00 301-39990-000 Reserves/Sale of Property $0.00 80.00 $70,000.00 $0.00 $68,600.00 870,000.00 Total Fund Balance Reduction $0.00 $0.00 $701000.00 $0.00 $68,600.00 $70,000.00 TOTAL HRA FUND $1,141,981.00 $1,225,065.00 $134,900.00 $0.00 $132,202.00 $139,300.00 V O • • • St.Anthony For Fiscal Year 2001 HRA Fund Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 301-40103-110 Salaries $24,976.00 $26,419.00 $17,750.00 $0.00 $17,395.00 $27,600.00 301-40103-114 Employers Contribution/Pension $2,889.00 $2,979.00 $1,500.00 $0.00 $1,470.00 $3,300.00 301-40103-115 Employers Contribut Ion/Insurance $1,395.00 $1.556.00 $750.00 $0.00 $735.00 51,700.00 Total Personal Services $29,260.00 $30,954.00 $20,000.00 $0.00 $19,600.00 $32,600.00 Other Services U Charges 301-40103-320 Consulting 8t Contracted Services $16,687.00 $27,764.00 $37,400.00 $0.00 $36,652.00 $30,000.00 301-40103-321 Other Services $1,721.00 $3,500.00 $3,000.00 $0.00 $2,940.00 $4,200.00 301-40103-341 Travel/School/Conference $1,000.00 $1,000.00 $500.00 $0.00 $490.00 $1,500.00 301-40103-342 Subscriptions/Membership $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 . 301-40103-349 Miscellaneous Expenses $13.00 $760.00 $3,000.00 $0.00 $2,940.00 $1,000.00 301-40103-491 Debt Service $367,413.00 $413,003.00 50.00 $0.00 $0.00 $0.00 Total Other Services u Charges $386,834.00 $4461027.00 $43,900.00 $0.00 $43,022.00 $36,700.00 Captlal Outlav 301-40103-495 TIT Payments to Developers $436,347.00 $384,273.00 50.00 $0.00 Total TIF Payments $436,347.00 $384,273.00 $0.00 $0.00 $0.00 $0.00 Tax Increment 301-40103-675 Land Acquisition $1.691.00 $214,272.00 $71,000.00 $0.00 $69,580.00 $70,000.00 Total Land Acquisition $1,691.00 $214,272.00 $71,000.00 $0.00 $69,580.00 $70,000.00 TOTAL HRA FUND $854,132.00 $1,075,526.00 $134,900.00 $0.00 $132,202.00 $139,300.00 V r 72 A RK � :FUND The primary focus of the Park Fund is to provide a park system that offers a variety of recreational opportunities for residents of all ages. This fund is designated for the renovation and refurbishing of the City's park system. 73 PARK IMPROVEMENT FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Donations/Private Sources $0 $0 $0 $0 Transfer from Liquor Fund $0 $0 $50,000 $0 Interest Earnings $0 $6,798 $2,000 $0 Sports Boosters Donations $0 $0 $0 $0 Park Land Use Fee $0 $0 $0 $0 Miscelleaneous Revenues $0 $0 $0 $0 Transfers from Other Funds $0 $358,500 $0 $0 Fund Balance Reserves $0 $0 $13}000 $25,000 PARK IMPROVEMENT FUND TOTAL REVENUES $Q 8365,298 $65,000 $25.000 • EXPENDITURES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Water Tower Park Project $0 $273,315 $0 $0 Park Renovations $0 $24,143 -so $0 Central Park/Silver Point Park Improvments $0 $0 $15,000 $25,000 Skateboard Park Project $0 $0 $50,000 $0 Capital Outlay $0 $0 $0 $0 PARK IMPROVEMENT FUND TOTAL EXPENDITURES $0 $297+458 $65,000 $25,000 Fund Balance Reserves $D $0 1$130001 1$25,000) FUND BALANCE AT END OF YEAR $0 $67,840 $54,840 $29,840 St.Anthony For Fiscal Year 2001 PARK IMPROVEMENT FUND Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Private Revenue Sources Actual Actual Budget 6-30-00 Actual Budget 501-30150-000 Donations/PrIvate Sources $0.00 $0.00 10M $0.00 $0.00 $0.124 Total Donadons/Private Sources $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Use of Money BE Property 501-36700-000 Transfers from Liquor Fund $0.00 $0.00 $50,000.00 $0.00 $49,000.00 $0.00 501-38100-000 Interest Earnings $0.00 $6,798.00 $2,000.00 $0.00 $11960.00 $0.00 501-38110-000 Sports Boosters Donations $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-38160-000 Park Land Use Fee $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-38910-000 Micellaneous $0.04 $0.00 $0.00 $0.00 1 $0.00 $0.00 , Total Use of Money 8t Property $0.00 $6,798.00 $52,000.00 $0.00 $50,960.00 $0.00 Miscelleneous Revenues 501-39890-000 Transfers from Other Funds $0.00 $358,500.00 $0.00 $0.00 $0.00 $0.00 501-39990-000 Fund Balance/Reserves $000 $0.00 $13,000.00 0.00 $0.00 $12,740.00 $25,000.00 Total Miscellaneous $0.00 $0.00 $13,000.00 $0.00 $121740.00 $25,000.00 TOTAL PARK IMPROVEMENT FUND $0.00 $6,798.00 $65,000.00 $0.00 $63,700.00 $25,000.00 V St.Anthony For Fiscal Year 2001 PARK IMPROVEMENT FUND Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Water Tower Park Project Actual Actual Budget 6-30-00 Actual Budget 501-40106-900 Construction Costs $0.00 $243,662.00 $0.00 $0.00 $0.00 $0.00 501-40106-902 Advertising/Bids 8L Notices $0.00 $209.00 $0.00 $0.00 $0.00 $0.00 501-40106-910 Engineering Fees $0.00 $28,796.00 $0.00 $0.00 $0.00 $0.00 501-40106-911 Bond Issuance Expense $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-40106-913 Miscellaneous 1= $ 48..00 .S= $0.04 $0.00 1 QQ Total Water Tower Park Project $0.00 $273,315.00 $0.00 $0.00 $0.00 $0.00 Park Renovations 501-40107-451 Central Park Warming House $0.00 $578.00 $0.00 $0.00 $0.00 $0.00 501-40107-452 Upgrades to Playground Equipment $0.00 $23,565.00 $0.00 $0.00 $0.00 $0.00 501-40107-453 Hockey Boards-Silver Point Park $0.00 $0.00 $0.00 $0.00 i0m $0.00 Total Park Renovations' $0.00 $24,143.00 $0.00 $0.00 $0.00 $0.00 Central Park/Silver Point Park Improvements 501-40108-454 Park Improvements/Engineering 80.00 $0.00 $14,000.00 X0.00 51 4,700.00 $25,000.00 Total Central Park/Sllver Point Park $0.00 $0.00 $15,000.00 $0.00 $14,700.00 $25,000.00 Skateboard Park Project 501-40109-900 Construction Costs $0.00 $0.00 $50,000.00 $0.00 $49,000.00. $0.00 501-40109-902 Advertising/Bids at Notices $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-40109-910 Engineering Fees $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-40109-911 Bond Issuance Expense $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 501-40109-913 Miscellaneous SO.00 $0.00 $0.00 $0.00 $0.00. Total Water Tower Park Project $0.00 $0.00 $50,000.00 $0.00 $49,000.00 $0.00 TOTAL PARK IMPROVEMENT FUND $0.00 $297,458.00 $65,000.00 $0.00 $63,700.00 $25,000.00 V Ln 76 STREET RECONSTRUCTION The Street Reconstruction Fund is part of a systematic plan to reconstruct substandard residential streets and alleys. Thirty-five percent of the reconstruction costs are financed through special assessments of the adjacent properties. The remaining sixty-five percent is financed though Road Improvement Bonds which are supported by the Tax Levy. 2000 2001 Dollar Lever Lev r Increase Percentage $ 238,142 $ 272,189 $ 341047 14.3% 77 • STREET RECONSTRUCTION FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Property Tax Levy $171,188 $234,493 $238,142 $272,189 Interest Earnings $20,104 $29,734 $0 $0 Special Assessments $47,449 $55,218 $119,558 $1 17,11 1 Sale of Improvement Bonds $728,309 $420,153 $0 $0 Prepayments $111,228 $50,721 $0 $0 Misc. Revenues $798 $0 $0 $0 Transfers to Other Funds STREET RECONSTRUCTION FUND TOTAL REVENUES 51,079,076 1850,E $357,700 $389,300 EXPENDITURES 1998 1999 2000 2001 ® ACTUAL ACTUAL BUDGET BUDGET Bond 8i Interest Payment $232,890 $263,488 $318,800 $364,700 Street Improvement Project $681,501 $496188 $Q $4 STREET RECONSTRUCTION FUND TOTAL EXPENDITURES $914,391 $318,800 $364,700 FUND BALANCE AT END OF YEAR $711,928 $804,098 $842,998 $867,598 r ® r • St.Anthony For Fiscal Year 2001 Street Reconstruction Fund Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Taxes-Levies Actual Actual Budget 6-30-00 Actual Budget 504-30110-000 Special Assessment/Road Improvment Levy 1171,188.00 $235,493.00 $238,142.00 $0.00 $238;142.00 $272,189.00 Total Taxes $171,188.00 $235,493.00 $238,142.00 $0.00 $238,142.00 $272,189.00 Use Of Money 8t Property 504-38100-000 Interest Earned $20,104.00 $29,734.00 $0.00 $0.00 $0.00 $0.00 504-38210-000 Special Assessments $47,449.00 $55,218.00 $119,558.00 $0.00 $117,166.84 $117,111.00 504-38270-000 Sale of Improvement Bonds $728,309.00 $420,153.00 $0.00 $0.00 " .$0.00 $0.00 504-38310-000 Prepayments $111,228.00 $50,721.00 $0.00 $0.00 _$0.00 $0.00 . 504-38910-000 Miscellaneous $798.00 $0.00 $0.00 $0.00 $0.00 $0.00 504-38990-000 Transfers to Other Funds J QQ $60,528.00 $0.00 $0.00 $0.00 $0.00 Total Use Of Money $907,888.00 $616,354.00 $119,558.00 $0.00 $117,166.84 $117,111.00 TOTAL STREET RECONSTRUCTION FUND $1,079,076.00 $851,847.00 $357,700.00 $0.00 $355,308.84 $389,300.00 V 00 St.Anthony For Fiscal Year 2001 Street Reconstruction Fund Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Other Services at Charges Actual Actual Budget 6-30-00 Actual. Budget 504-40350-491 Bond 8t Interest Payment 1232,890.00 $263,488.00 $318,800.00 50.00 1318,800.00 53640700.00 Total Other Service 8i Charges $232,890.00 $263,488.00 $318,800.00 $0.00 $318,800.00 $364,700.00 Capital Outlay 504-40375-900 Street Reconstruction Costs $681,501.00 $496,188.00 $0.00 Total Capital Outlay $681,501.00 $496,188.00 $0.00 $0.00 $0.00 $0.00 TOTAL STREET RECONSTRUCTION FUND $914,391.00 $759,676.00 $318,800.00 $0.00 $318,800.00 $364,700.00 V �O 80 COMMUNITY CENTER FUND The Community Center Fund is a Special Revenue Fund that is used for the operation and maintenance of the New City Hall/Community Center. Revenues are derived from a transfer from the General Fund and I.D.S. #282 rent. 81 • COMMUNITY CENTER FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Interest Earnings $1,585 $2,429 $0 $1,000 Rental Receipts $100,000 $100,000 $100,000 $100,000 Interest Earnings $0 $0 $0 $0 City Offlces Rental Transfer $41,000 $43,800 $45,100 $46,800 Transfer from General Fund Reserves SD $Q $Q $4 COMMUNITY CENTER FUND TOTAL REVENUES $142,585 $146,229 $145,100 $147,800 EXPENDITURES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Personal Services $4,000 $6,770 $0 $8,400 Other Services'and Charges $58,836 $48,834 $66,300 $63,800 Utilities $55,348 $57,070 $67,300 $61,500 • Maintenance Repair Building $9,284 $9,902 $11,5.00 $14,100 COMMUNITY CENTER FUND TOTAL EXPENDITURES $127,468 1122,S76 145,100 $147,800 FUND BALANCE AT END OF YEAR $31,243 $51,737 $51,737 $51,737 • St.Anthony For Fiscal Year 2001 Community Center Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Use Of Money at Property Actual Actual Budget 6-30-00 Actual, Budget 601-38100-000 Interest Earnings $1,585.00 $2,429.00 $0.00 $0.00 $0.00 $1,000.00 601-38950-000 Rental Receipts 1100,000.00 $100;000.00 $100,000.00 $0 00 %100,000,00 $100,000.00 Total Use Of Money 8i Property $101,585.00 $102,429.00 $100,000.00 $0.00 $100,000.00 $101,000.00 Refunds_at_R_elmbursementc 601-39890-000 Transfers/City Hall Rent $41,000.00 143,800.00 145,100.00 80.00 $45,100.00 $46,800.00 Total Refunds 8i Reimbursements $41,000.00 $43,800.00 $45,100.00 $0.00 $45,100.00 $46,800.00 Use of Money 8t Property 601-39990-000 Reserves Total Refunds 8t Reimbursements $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL COMMUNITY SERVICE CENTER $142,585.00 $146,229.00 $145,100.00 $0.00 $145,100.00 $147,800.00 00 N St.Anthony For Fiscal Year 2001 Community Center Expenses 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 601-46000-110 Salaries $3,228.00 $5,914.00 $0.00 $0.00 $0.00 $6,500.00 601-46000-112 Salary Temp/Part Time $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 601-46000-114 Employers Contribution/Pension $413.00 $470.00 $0.00 $0.00 $0.00 $900.00 601-46000-115 Employers Contribudon/Insurance $359.00 $386.00 $0.00 $0.00 $0.00 $1.000.00 Total Personal Services $4,000.00 $6,770.00 $0.00 $0.00 $0.00 $8,400.00 Supplies 601-46000-226 General Supplies 14,934.00 $1.752.00 $5.500.00 $0.00 $5.390.00 14,000.00 Total Supplies $4,934.00 $1,752.00 $5,500.00 $0.00 $5,390.00 $5,000.00 Other Services u Charges 601-46000-320 Consulting/Contracted Services $46,775.00 $47,082.00 $50,800.00 $0.00 $49,784.00 $50,800.00 601-46000-321 Other Services $7,127.00 $3,158.00 $10,000.00 $0.00 $9,800.00 $8,000.00 601-46000-336 Utilities $55,348.00 $57,070.00 $67,300.00 $0.00 $65,954.00 $61,500.00 601-46000-340 Maintenance Repair Building $9,284.00 $9.902.00 $11,500.00 $0.00 111,270.00 $14,100.00 Total Other Services U Charges $118,534.00 $117,212.00 $139,600.00 $0.00 $136,808.00 $134,400.00 TOTAL COMMUNITY SERVICE CENTER $127,468.00 $125,734.00 $145,100.00 $0.00 $142,198.00 $147,800.00 00 w 84 UTILITY FUND Enterprise Funds are to account for operations that are financed and operated in a manner similar to private business. The intent of the City of St. Anthony is to provide water 9. sewer services that are to be recovered primarily on a user- fee basis to the residents and businesses of the City. 85 Water U Sewer The Water 8t Sewer Department provides services to include the distribution, maintenance and repair of the City's water and.sanitary sewer systems. The objective is to provide the residents of the. community with safe drinking water and disposal of sanitary sewer services treated by the Metropolitan Waste Control Commission. • 86 • UTILITY FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE REVENUES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET . Investment Interest $42,668 $22,637 $0 $0 Misc. Receipts 8t Permits $1,315 $320 $700 $600 Sewer Charges $615,041 $673,346 $729,600 $714,100 Water Charges $405,853 $445,798 $419,600 $414,300 Other Services and Charges S14,464 125,106 $12,000 $11,000 UTILITY FUND TOTAL REVENUES $1.079,341 $1}167,207 $1.161,900 $1140,000 EXPENDITURES 1998 1999 2000 2001 ACTUAL ACTUAL BUDGET BUDGET Personal Services $262,117 $250,989 $355,500 $337,700 • General Supplies $26,745 $19,032 $33,900 $33,200 M.W.C.C.Waste Disposal $489,928 $433,037 $510,600 $5171700 Other Services and Charges $170,168 $161,786 $214,400 $200,500 Capital Outlay/Depreciation/Transfers $109,725 $113,227 $47„500 $50,400 UTILITY FUND TOTAL EXPENDITURES $1.058,683 $978,071 $1.161,900 51,140,000 FUND BALANCE AT END OF YEAR $850,250 $1,077,660 $1,077,660 $1,077,660 • St.Anthony For Fiscal Year 2001 Utility Fund Revenues 2000 1998 1999 2000 Y-T-D Estimated 2001 Actual Actual Budget 6-30-00 Actual Budget Use of Money Property 701-38100-000 Interest-Investment $42,668.00 $22,637.00 $0.00 $0.00 $0.00 $0.00 701-38150-000 Assessed/Delinquent Utility Bills $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38250-000 Meter,Taps, Etc. $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38350-000 Permits $1,000.00 $250.00 $250.00 $0.00 $245.00 $200.00 701-38360-000 Permits $315.00 $70.00 $250.00 $0.00 $245.00 $200.00 701-38400-000 Misc. Refunds 8z Reimbursements $0.00 $0.00 $200.00 $0.00 $196.00 $200.00 701-38450-000 Misc. Refunds 8z Reimbursements $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38520-000 Sewer Charges $615,041.00 $673,346.00 $729,600.00 $0.00 $715,008.00 $714,100.00 701-38550-000 Water Charges $405,853.00 $445,798.00 $419,600.00 $0.00 $411,208.00 $414,300.00 701-38560-000 Water On 8z Off Charge $23.00 $8.00 $0.00 $0.00 $0.00 $0.00 701-38570-000 Late Payment 81 Reading $10,101.00 $4,741.00 $9,000.00 $0.00 $8,820.00 $6,000.00 701-38650-000 Meter Repair $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38700-000 Interest 8z Investment $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38900-000 SAC Charges $140.00 $2,100.00 $0.00 $0.00 $0.00 $0.00 701-38910-000 Misc. Receipts $4,200.00 $18,257.00 $3,000.00 $0.00 $2,940.00 $5,000.00 701-38990-000 Transfers $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-38991-000 Reserves 14.40 $Q Q4 SDM 10,00 $0.00 $OQQ Total Use of Money 8z Property $1,079,341.00 $1,167,207.00 $1,161,900.00 $0.00 $1,138,662.00 $1,140,000.00 TOTAL UTILITY FUND $1,079,341.00 $1,167,207.00 $1,161,900.00 $0.00 $1,138,662.00 $1,140,000.00 00 v St.Anthony For Fiscal Year 2001 Utility Fund Expenses(Water) 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 06-30-00 Actual Budget 701-48200-110 Salaries $130,950.00 $117,703.00 $171,500.00 $0.00 $168,070.00 $176,600.00. 701-48200-111 Overtime Salaries $8,486.00 $7,811.00 $18,000.00 $0.00 $17,640.00 $12,500.00 701-48200-114 Employers Contribution/Pension $15,787.00 $13,950.00 $22,100.00 $0.00 $21,658.00. $22,300.00 701-48200-115 Employers Contribution/Insurance $9.985.00 $11,063.00 $12,500.00 $0.00 $12,250.00 $12,800.00 Total Personal Services $165,208.00 $150,527.00 $224,100.00 $0.00 $219,618.00 $224,200.00 Supplies 701-48200-220 Office Supplies $1,967.00 $2,558.00 $4,500.00 $0.00 $4,410.00 $3,500.00 701-48200-222 Motor Fuel ex Lubricant $5,655.00 $0.00 $6,000.00 $0.00 $5,880.00 $6,500.00 701-48200-223 Small Tools $35.00 $444.00 $700.00 $0.00 $686.00 $600.00 701-48200-226 General Supplies $14,048.00 $11,268.00 $11,800.00 $0.00 $11,564.00 x,500.00 Total Supplies $21,705.00 $14,270.00 $23,000.00 $0.00 $22,540.00 $23,100.00 Other Services&Charges 701-48200-320 Consulting/Contracted Services $4,155.00 $4,476.00 $11,000.00 $0.00 $10,780.00 $8,000.00 701-48200-321 Other Services $2,170.00 $2,982.00 $3,000.00 $0.00 $2,940.00 $3,800.00 701-48200-331 Communications $2,487.00 $3,365.00 $2,500.00 $0.00 $2,450.00 $3,800.00 701-48200-334 Printing a1:Binding $84.00 - $0.00 $350.00 $0.00 $343.00 $300.00 701-48200-335 Insurance $11,739.00 $13,015.00 $22,500.00 $0.00 $22,050.00 $17,500.00 701-48200-336 Utilities $61,006.00 $63,882.00 $.66,200.00 $0.00 $64,876.00 $67,800.00 701-48200-337 Maintenance ex Repair/Other $7,974.00 $9,227.00 $10,500.00 $0.00 $10,290.00 $10,800.00 701-48200-338 Rentals $72.00 $2,652.00 $300.00 $0.00 $294.00 $300.00 701-48200-339 Maintenance ei Repair/Equipment $45,115.00 $23,012.00 $39,000.00 $0.00 $38,220.00 $35,000.00 701-48200-340 Maintenance ex Repair/Buildings $2,149.00 $2,909.00 $3,700.00 $0.00 $3,626.00 $3,500.00 701-48200-341 Travel/Conference/Schools $1,343.00 $2,860.00 $2,200.00 $0.00 $2,156.00 $3,000.00 701-48200-342 Subscript Ions/Membership $125.00 $211.00 $25.0.00 $0.00 $245.00 $200.04 Total Other Services ex Charges $138,419.00 $128,591.00 $161,500.00 $0.00 $158,270.00 $154,000.00 Capital Outlay 701-48200-453 Machinery ex Equipment $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-48200-454 Furniture/Fixtures $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-48200-455 Meters ex Fixtures $0.00 $4,982.00 $6,000.00 $0.00 $5,880.001 $6,000.00 701-48200-481 Depreciation $57,597.00 $64,033.00 $0.00 $0.00 $0.00 $0.00 701-48200-670 Transfer to Water Contamination Fund $15,200.00 $0.00 $0.00 $0.00 $0.00 $0.00 701-48200-671 Transfer to Capital Equipment Fund $0 QQ $10,500.00 $11,500.00 $0.00 $11.,270..00 $12,900.00 - Total Capital Outlay $72,797.00 $79,515.00 $17,500.00 $0.00 $17,150.00 $18,900.00 TOTAL PUBLIC UTILITIES WATER $398,129.00 $372,903.00 $426,100.00 $0.00 $417,578.00 $420,200.00 00 TOTAL PUBLIC UTILITIES SEWER $6600554.00 $605,168.00 $735,800.00 $0.00 $676,592.00 _ $719,800.00. TOTAL PUBLIC UTILITIES FUND $1,058,683.00 $978,071.00 $1,161,900.00 $0.00 $1,094,170.00 $1,140,000.00 St.Anthony For Fiscal Year 2001 Utility Fund Expenses(Sewer) 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 701-48100-110 Salaries $80,251.00 $82,681.00 $104,800.00 $0.00 $102,704.00 $93,100.00 701-48100-111 Overtime Salaries $443.00 $408.00 $1,000.00 $0.00 $980.00 $1,000.00 701-48100-114 Employers Contribution/Pension $9,901.00 $10,615.00 $15,800.00 $0.00 $15,484.00 $11,800.00 701-48100-115 Employers Contribudon/Insurance $6,314.00 $6,758.00 $9,800.00 $0.00 19,604,00. $7,600.00 Total Personal Services $96,909.00 $100,462.00 $131,400.00 $0.00 $128,772.00 $113,500.00 Supplies 701-48100-220 General Supplies $1,996.00 $1,582.00 $3,800.00 $0.00 $3,724.00 $3,000.00 701-48100-222 Motor Fuel 8i Lubricant $630.00 $0.00 $3,800.00 $0.00 $3,724.00 $3,000.00 701-48100-223 Small Tools $0.00 $0.00 $300.00 $0.00 $294.00 $300.00 701-48100-226 General Supplies $2,414.00 $3.180.00 $3,000.00 10.00 $2,940.00 $3,800.00 Total Supplies $5,040.00 $4,762.00 $10,900.00 $0.00 $10,682.00 $10,100.00 Other Services ex Charges 701-48100-320 Consuldng/Contracted Services $2,391.00 $2,923.00 $4,800.00 $0.00 $4,704.00 $4,000.00 701-48100-321 Other Services $1,889.00 $2,396.00 $3,100.00 $0.00 $3,038.00 $3,100.00 701-48100-331 Communications $208.00 $1,169.00 $700.00 $0.00 $686.00 $1,600.00 701-48100-335 Insurance $11,739.00 $13,015.00 $22,500.00 $0.00 $22,050.00 $17,500.00 701-48100-336 Utilities $6,166.00 $5,757.00 $8,800.00 $0.00 $8,624.00 $7,800.00 701-48100-339 Maintenance 8L Repair/Equipment $7,778.00 $6,404.00 $10,000.00 $0.00 $9,800.00 $10,000.00 701-48100-341 Travel/Conference/Schools $1,578.00 $1,531.00 $3,000.00 $0.00 $2,940.00 $2,500.00 701-48100-343 M.W.C.C. Charges $489,928.00 $433,037.00 $510.600.00 $0.00 $500,388.00 $517,700.00 Total Other Services ar Charges $521,677.00 $466,232.00 $563,500.00 $0.00 $552,230.00 $564,200.00 Capital Outlav 701-48100-453 Machinery 8L Equipment $0.00 $0.00 $6,500.00 $0.00 $6,370.00 $7,000.00 701-48100-481 Depreciation $36,928.00 $33,712.00 $0.00 $0.00 $0.00 $0.00 701-48100-482 Sewer Line Reconstruction $0.00 $0.00 $23,500.00 $0.00 $23,Q30.00 $25,000.00 Total Capital Outlay $36,928.00 $33,712.00 $30,000.00 $0.00 $29,400.00 $32,000.00 00 TOTAL PUBLIC UTILITIES SEWER $660,554.00 $605,168.00 $735,800.00 $0.00 $721,084.00 $719,800.00 90 L1 U: Alide R,A .v l S The Liquor Fund is an enterprise fund , used to account for operations in a manner that is similar to private business. Profits from operations are directed to capital equipment purchases and park improvements by the City Council. 91 Li uor The City of St. Anthony Village owns and operates two off-sale liquors stores and one bar/restaurant. Store #1 off-sale is located next to the Stonehouse Bar and Grill. Store #2 off-sale is located on Silver Lake Road next to Tires Plus. The purpose of a municipal liquor operation is to control the sale of alcoholic beverages and produce revenue. Profits from the Liquor :.Operations are used to purchase capital equipment for Police, Fire and Public Works Departments and make improvements to the City's parks system. This year's budget was prepared with the addition of two full-time clerks in the off-sale stores. The increase in sales volume at the off-sale stores and the labor shortage requires the positions be upgraded to full- time to effectively maintain customer service and perform management functions. The budget for the Stonehouse and SAV I remain relatively unchanged. The overall budget reflects anticipated increases in sales growth, personnel costs and price increases from our vendors. 92 St.Anthony For Fiscal Year 2001 Liquor Budget-All Stores • SAV I Stonehouse SAV II Total REVENUES: 2001 2001 2001 2001 Budget Budget Budget Budget Liquor Sales $1,971,900.00 $814,600.00 $2,256,700.00 $5,043,200.00 Less:Cost of Goods Sold ($1.573.200.00) ($245.600.00) ($1.805.200.00) ($3.624.000.001 Total Gross Profit $398,700.00 $569,000.00 $451,500.00 $1,419,200.00 EXPENDITURES: SAV I Stonehouse SAV II Total 2001 2001 2001 2001 Personal Services Budget Budget Budget Budget Salaries-Regular $64,100.00 $92,000.00 $63,600.00 $219,700.00 Salaries-Manager $65,700.00 $60,100.00 $65,700.00 $191,500.00 Salaries-Bookkeeper $11,300.00 $29,400.00 $11,300.00 $52,000.00 Salaries-Kitchen $0.00 $49,800.00 $0.00 $49,800.00 Salaries-Waitress $0.00 $19,300.00 $0.00 $19,300.00 Employers Contribution/Insurance $7,300.00 $16,800.00 $9,200.00 $33,300.00 Employers Contribution/Pension $14,900.00 $25,600.00 $14,900.00 $55,400.00 Taxes&Benefits-Kitchen $0.00 $10,400.00 $0.00 $10,400.00 Unemployment Compensation $0.00 $200"00 $0.00 $200.00 Total Personal Services $163,300.00 $303,600.00 $164,700.00 $631,600.00 Occupancy Expense Uniforms $1,700.00 $1,700.00 $1,700.00 $5,100.00 Laundry $1,500.00 $6,400.00 $1,500.00 $9,400.00 •, Utilities $24,600.00 $24,700.00 $16,700.00 $66,000.00 Supplies $4,000.00 $6,800.00 $4,000.00 $14,800.00 Bar Supplies $0.00 $2,700.00 $0.00 $2,700.00 Cleaning Supplies $400.00 $400.00 $400.00 $1,200.00 Office Supplies $1,600.00 $1,600.00 $1,600.00 $4,800.00 Telephone $2,800.00 $3,000.00 $4,300.00 $10,100.00 Sanitation Disposal $2,700.00 $3,000.00 $700.00 $6,400.00 Insurance $9,500.00 $26,000.00 $9,500.00 $45,000.00 Travel/School/Conference $1,500.00 $1,500.00 $1,500.00 $4,500.00 Contracted Cleaning Service $2,800.00 $27,900.00 $1,000.00 $31,700.00 Maintenance&Repair $17,000.00 $21,400.00 $10,000.00 $48,400.00 Depreciation $23,500.00 $30,200.00 $39,800.00 $93,500.00 Equipment Rental $2,500.00 $1,500.00 $1,500.00 $5,500.00 Bank Charges $11,000.00 $2,800.00 $14,600.00 $28,400.00 Frieght $5,000.00 EM $6.000.00 $12.000.00 Total Occupancy Expense $113,100.00 $161,600.00 $114,800.00 $389,500.00 Services Security Services $700.00 $700.00 $700.00 $2,100.00 Signs/Advertising $20,000.00 $23,800.00 $18,000.00 $61,800.00 Licenses/Dues $800.00 $1,500.00 $800.00 $3,100.00 Professional Services $3,200.00 $1,800.00 $3,200.00 $8,200.00 Music Services $0.00 $36,500.00 $0.00 $36,500.00 Bond/Interest Fees $16,900.00 $16,900.00 $16,900.00 $50,700.00 Bond/Principal Payment $0.00 $0.00 $50,400.00 $50,400.00 Miser Services✓f<Charges $994.00 $400.04 $40040 $1.200.00 Total Services $42,000.00 .$81,600.00 $90,400.00 $214,000.00 TOTAL EXPENDITURES $318,400.00 $546,800.00 $369,900.00 $1,235,100.00 Operating Income $80,300.00 $22,200.00 $81,600.00 $184,100.00 • Add:Other Income $2.$00.00 $39.800.00 $4.100.00 $46.700.00 TOTAL NET INCOME $83,100.00 $62,000.00 $85,700.00 $230,800.00 St.Anthony For Fiscal Year 2001 Liquor Fund-SAV 1/Off Sale lit 2000 1998 1999 2000 Y-T-D Estimated 2001 Revenues-SAV I Actual Actual Budget 6-30.00 Actual Budget Uquor Sales $1,727,194.00 $1,864,215.00 $1,881,000.00 $0.00 $1,460,000.00 1,971,900.00 Less:Cost of Goods Sold ($1,409,625.00) ($1.520,961.001 ($1.504,900:00) 50.00 ($1,122,500,00) ($1,573,200.00) Total Gross Profit $317,569.00 $343,254.00 $376,100.00 $0.00 $337,500.00 $398,700.00 Expenditures-SAV 1 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 705-48141-102 Salaries-Regular $82,917.00 $53,319.00 $61,900.00 $0.00 $60,663.00 $64,100.00 705-48141-103 Salaries-Custodian $0.00 $0.00 $0.00 $0.00 $0.00. $0.00 705-48141-104 Salaries-Manager $18,949.00 $49,195.00 $55,100.00 $0.00 $53,998.00 $65,700.00 705-48141-105 Salaries-Bookkeeper $15,636.00 $10,920.00 $10,600.00 $0.00 $10,389.00 $11,300.00 705-48141-119 Employers Contribution/Insurance $5,156.00 $6,674.00 $7,400.00 $0.00 $7,253.00 $7,300.00 705-48141-134 Employers Contributlon/Pension $13,879.00 $13,593.00 $15,500.00 $0.00 $15,191.00 $14,900.00 705-48141-152 Unemployment Compensation $0.00 $0.00 $4.44 $4.44 $4.04 $0.00 Total Personal Services $136,537.00 $133,701.00 $150,500.00 $0.00 $147,494.00 $163,300.00 Occupancy Expense 705-48141.205 Uniforms $0.00 $1,561.00 $600.00 $0.00 $588.00 $1,700.00 705-48141-206 Laundry $1,922.00 $1,938.00 $1,600.00 $0.00 $1,568.00 $1,500.00 705-48141-208 Utilities $21,929.00 $21,395.00 $24,700.00 $0.00 $24,206.00 705-48141-212 Supplies $4,259.00 $3,757.00 $3,300.00 $0.00 $3,234.00 $4,000.00 705-48141-213 Cleaning Supplies $35.00 $43.00 $200.00 $0.00 $196.00 $400.00 705-48141-214 Office Supplies $1,273.00 $1,034.00 $1,900.00 $0.00 $1,862.00 $1,600.00 705-48141-215 Telephone $4,966.00 $2,113.00 $2,500.00 $0.00 $2,450.00 $2,800.00 705-48141-216 Sanitation Disposal $2,233.00 $2,415.00 $2,600.00 $0.00 $2,548.00 $2,700.00 705-48141-218 Insurance $9,029.00 $7,970.00 $10,500.00 $0.00 $10,290.00 $9,500.00 705-48141-221 Rent $0.00 . $0.00 $0.00 $0.00 $0.00 $0.00 705-48141-230 Travel/School/Conference $439.00 $1,629.00 $1,500.00 $0.00 $1,372.00' $1,500.00 705-48141.235 Contracted Cleaning Service $0.00 $2,881.00 $1,800.00 $0.00 $1,764.00 $2,800.00 705-48141-236 Maintenance gi Repair $10,335.00 $16,489.00 $15,300.00 $0.00 $14,994.00 $17,000.00 705-48141-238 Depreciation $22,476.00 $22,887.00 $22,400.00 $0.00 $21,952.00 $23,500.00 705-48141-243 Equipment RentaNPurchases $40.00 $2,339.00 $1,500.00 $0.00 $1,470.00 $2,500.00 705-48141-245 Credit Card Fees $7,903.00 $10,051.00 $9,400.00 $0.00 $9,212.00 $11,000.00 705-48141-248 Freight 14QQ $5,3.34.44 15,144.04 10-04 $4,998.44 $6,444.44 Total Occupancy Expense $860839.00 $103,832.00 $104,900.00 $0.00 $102,704.00 $113,100.00 Cervices 705-48141-522 Security Services $465.00 $479.00 $500.00 $0.00 - $490.00 $700.00 705-48141-524 Signs/Adverdsing $17,862.00 $19,623.00 $18,800.00 $0.00 $18,424.00 $20,000.00 705-48141-527 Licenses/Dues $367.00 $204.00 $800.00 $0.00 $784.00 $800.00 705-48141-532 Professional Services $3,271.00 $2,218.00 $3,300.00 $0.00 $3,234.00 $3,200.00 705-48141-537 -Bond/Interest Fees $9,094.00 $1 6,809.00 $16,100.00 $0.00 $15,778.00 $16,900.00 705-48141-539 Misc.Services at Charges $141.04 $277.00 $3,600.0 00.00 1= $3,528.44 1400,04 Total Services $31,250.00 $39,610.00 $43,100.00 $0.00 $42,238.00 $42,000.00 Total Expenditures $254,426.00 $277,143.00 $298,500.00 $0.00 $292,436.00 $318,900.00 W Operating Income $62,943.00 $66,111.00 $77,600.00 $0.00 $45,064.00 $80,300.00 Other Income 114,010.00 $2,723.00 $6.100.00 $0.00 $21.500.00 $2.800.00 NET INCOME $76,953.00 $68,834.00 $83,700.00 $0.00 $66,564.00 $83,100.00 Liquor Fund-Stonehouse/On Sale 2000 1998 1999 2000 Y-T-D Estimated 2001 Revenues-Stonehouse Actual Actual Budget 6-30-00 Actual Budget Liquor Sales $716,156.00 $785,114.00 $788,700.00 $0.00 $728,100.00 $814,600.00 Less:Cost of Goods Sold (8216.030.00) (8239,740.00) (8210.100.00) J= (8201,500.00) (8245,600.00) Total Gross Profit $500,126.00 $545,374.00 $578,600.00 $0.00 $526,600.00 $569,000.00 2000 Expenditures-Stonehouse 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6.30-00 Actual Budget 705-48142.101 Salaries-Regular $85,143.00 $89,273.00 $89,300.00 $0.00 $87,514.00 $92,000.00 705-48142-103 Salaries-Custodian $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 . 705-48142-104 Salaries-Manager $59,133.00 $58,547.00 $58,400.00 $0.00 $57,232.00 $60,100.00 705.48142-105 Salaries-Bookkeeper $17,603.00 $28,542.00 $26,900.00 $0.00 $26,362.00 $29,400.00 705-48142-106 Contracted Services/Kitchen $49,232.00 $47,392.00 $52,900.00 $0.00 $51,842.00 $49,800.00 705-48142-107 Contracted Services/Waltress $14,403.00 $18,071.00 $17,400.00 $0.00 $17,052.00 $19,300.00 705-48142.119 Employers Contribution/Insurance $11,633.00 $15,611.00 $12,600.00 $0.00 $12,348.00 $16,800.00 705.48142-134 Employers Contribudon/Penslon $20,972.00 $23,844.00 $22,800.00 $0.00 $22,344.00 $25,600.00 705-48142-135 Taxes at Benefits/Kitchen $7,895.00. $9,548.00 $9,500.00 $0.00 $9,310.00 $10,400.00 705-48142.152 Unemployment Contribution 10.40 #16.Q0 S240.QQ 10M 5196.00 1200-44 Total Personal Services $266,014.00 $290,844.00 $290,000.00 $0.00 $284,200.00 $303,600.00 Occupancy Ecnence 705.48142-205 Unlforms $0.00 $1,692.00 $700.00 $0.00 $686.00 $1,700.00 705-48142-206 Laundry $4,978.00 $6,286.00 $5,600.00 $0.00 $5,488.00 $6,400.00 705-48142-208 Utilities $18,197.00 $23,631.00 - $20,200.00 $0.00 $19,796.00 $24,700.00 705-48142-210 Kitchen Supplies at Expense $2,378.00 $6,447.00 $5,900.00 $0.00 $0.00 $6,800.00 705-48142-211 Bar Supplies. $3,914.00 $2,488.00 $4,500.00 $0.00 $4,410.00 $2,700.00 705-48142-213 Cleaning Supplies $139.00 $135.00 $400.00 $0.00 $392.00 $400.00 705-48142.214 Office Supplies $1,274.00 $1,549.00 $1,500.00 $0.00 $1,470.00 $1,600.00 705-48142.215 Telephone $4,998.00 $2,703.00 . $5,500.00 $0.00 $5,394.00 $3,000.00 705-48142-216 Sanitation Disposal $2,639.00 $2,853.00 $3,200.00 $0.00 $3,136.00 $3,000.00 705-48142-218 Insurance $26,331.00 $24,540.00 $28,500.00 $0.00 $27,930.00 $26,000.00 705-48142-230 Travel/School/Conference $1,038.00 $805.00 $1,500.00 $0.00 $1,470.00 $1,500.00 705-48142-235 Contracted Cleaning Services $0.00 $27,163.00 $27,500.00 $0.00 $26,950.00 $27,900.00 705.48142-236 Maintenance at Repair $32,758.00 $17,432.00 $36,000.00 $0.00 $35,280.00 $21,400.00 705-48142-238 Depreciation $28,570.00 $29,146.00 $29,200.00 $0.00 $28,683.00 $30,200.00 705-48142-243 Equipment Rental/Purchases $295.00 $4,089.00 $1,500.00 $0.00 $1,470.00 $1,500.00 705-48142-245 Credit Card Fees $2,006.00 $2,597.00 $2,200.00 $0.00 $2,156.00 $2,800.00 705-48142.248 Freight 50.00 54.00 50.00 50.00 50.00 50.00 Total Occupancy Expense $129,515.00 $153,556.00 $173,900.00 $0.00 $164,711.00 $161,600.00 Services 705-48142-522 Security Services $465.00 $479.00 $500.00 $0.00 $490.00 $700.00 705-48142-524 Slgns/Advertlsing $27,199.00 $22,924.00 $29,500.00 $0.00 $28,910.00 $23,800.00 705-48142-527 Ucenses/Dues $1,081.00 $1,386.00 . $1,500.00 $0.00 $1,470.00 $1,500.00 705-48142-532 Professional Services $3,259.00 $1,615.00 $3,800.00 $0.00 $3,724.00 $1,800.00 705-48142-535 Music Services $17,327.00 $34,019.00 $22,800.00 $0.00 $22,352.00 $36,500.00 705-48142-537 Bond at Interest/Fees $9,923.00 $17,316.00 $16,100.00 $0.00 $15,778.00 $16,900.00 705-48142-539 Misc.Services at Charges 5298.00 S277.40 5.3,500, 54.44 83,430.00 5440.00 - Total Services $59,552.00 $78,016.00 $77,700.00 $0.00 $76,154.00 $81,600.00 Total Expenditures 8455,081-00 1522y416.00 8541,600.00 14.40 SS25,465,00 854 00-00 Operating Income $45,045.00 $22,958.00 $37,000.00 $0.00 $1,535.00 $22,200.00 Add:Other Income 821,743.00 837,928.00 835,900.00 5.0,40 16.544,QQ 839.800.00 TOTAL NET INCOME $66,788.00 $60,886.00 $72,900.00 $0.00 $8,035.00 $62,000.00 St.Anthony For Fiscal Year 2001 Liquor Fund-SAV II/Off Sale#2 2000 1998 1999 2000 Y-T-D Estimated 2001 Revenues-SAV II Actual Actual Budget 6-30-00 Actual Budget Liquor Sales $1,737,342.00 $2,013,538.00 $2,055,950.00 $0.00 $1,490,000.00 $2,256,700.00 Less:Cost of Goods Sold ($1,405,765.001 ($1.657,046.00) ($1.663,000.001 50.00 ($1,184,200.001 ($1,805,200.001 Total Gross Profit $331,577.00 $356,492.00 $392,950.00 $0.00 $305,800.00 $451,500.00 Expenditures-SAV 11 2000 1998 1999 2000 Y-T-D Estimated 2001 Personal Services Actual Actual Budget 6-30-00 Actual Budget 705-48143-102 Salaries-Regular $89,501.00 $56,236.00 $61,900.00 $0.00 $64,810.00 $63,600.00 705-48143-104 Salaries-Manager $18,499.00 $45,510.00 $50,800.00 $0.00 $49,784.00 $65,700.00 705-48143-105 Salaries-Bookkeeper $12,943.00 $10,653.00 $10,600.00 $0.00 $10,388.00 $11,300.00 705.48143-119 Employers Contribution/Insurance $6,583.00 $8,331.00 $10,400.00 $0.00 $10,192.00 $9,200.00 705-48143-134 Employers Contribudon/Pension $14,257.00 $13,150.00 $15,200.00 $0.00 $14,896.00 $14,900.00 .00 705-48143-152 Unemployment Compensation $0 14.00 $0.00 $9.04 $0.0 $9.44 Total Personal Services $141,783.00 $133,880.00 $148,900.00 $0.00 $150,070.00 $164,700.00 Occupancy Exppnse 705-48143-205 Uniforms $0.00 $1,561.00 $600.00 $0.00 $588.00 $1,700.00 705-48143-206 Laundry $889.00 $908.00 $1,000.00 $0.00 $980.00 $1,500.00 705-48143-208 Utilities $17,813.00 $15,567.00 $16,600.00 $0.00 $16,268.00 $16,700.00 705-48143-212 Supplies $3,200.00 $4,888.00 $3,400.00 $0.00 $3,332.00 $4,000.00 705.48143-213 Cleaning Supplies $89.00 $473.00 $400.00 $0.00 $392.00 $400.00 705-48143-214 Office Supplies $2,164.00 $1,211.00 $1,500.00 $0.00 $1,470.00 $1,600.00 705-48143-215 Telephone $5,189.00 $4,153.00 $2,000.00 $0.00 $1,960.00 $4,300.00 705.48143-216 Sanitation Disposal $514.00 $572.00 $3,000.00 $0.00 $2,940.00 $700.00 705-48143-218 Insurance $11,448.00 $8,803.00 $11,000.00 $0.00 $10,780.00 $9,500.00 705-48143-221 Rent $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 705-48143-230 Travel/School/Conference $439.00 $1,690.00 $1,500.00 $0.00 $1,470.00 $1,500.00 705-48143-235 Contracted Cleaning Service $0.00 $506.00 $1,500.00 $0.00 $1,470.00 -$1,000.00 705-48143-236 Maintenance U Repair $4,787.00 $9,374.00 $6,100.00 $0.00 $5,978.00 $10,000.00 705-48143-238 Depreciation $28,999.00 09,047:00 $38,800.00 $0.00 $38,024.00 $39,800.00 705-48143-243 Equipment Rental/Purchases $20.00 $1,416.00 $1,500.00 $0.00 $1,470.00 $1,500.00 705-48143-245 Credit Card Fees $8,674.00 $12,926.00 $10,300.00 $0.00 $10,094.00 $14,600.00 705-48143-248 Freight $0.44 $5,853.00 $5.600.00 1=1 $5,4.88.04 $6,090.49 Total Occupancy Expense $84,225.00 $108,948.00 $104,800.00 $0.00 $102,704.00 $114,800.00 Services 705-48143-522 Security Services $639.00 $639.00 $500.00 $0.00 $490.00 $700.00 705-48143-524 Signs/Adverdsing $17,546.00 $17,447.00 $18,800.00 $0.00 $18,424.00 $18,000.00 705-48143-527 Licenses/Dues $367.00 $303.00 $800.00 $0.00 $784.00 $800.00 705-48143-532 Professional Services $3,272.00 $2,560.00 $3,300.00 $0.00 $3,234.00 $3,200.00 705-48143-537 Bond/Interest Fees $370.00 $18,404.00 $400.00 $0.00 $392.00 $16,900.00 705-48143-538 Bond/Principal $36,250.00 $2,786.00 $46,100.00 $0.00 $45,178.00 $50,400.00 705-48143-539 Misc.Services U Charges $2.715.00 $4.00 $2,859.04 $4.04 $2.793.00 $400.00 Total Services $61,159.00 $42,139.00 $72,750.00 $0.00 $71,295.00 $90,400.00 Total Expenditures 1287,167.00 $284,967.00 $326,450.00 $0.00 $324,069_00 $369,900.00 Operating income $44,410.00 $71,525.00 $66,500.00 $0.00 ($18,269.00) $81,600.00 v�O, Other Income $7.524.00 $3,984.00 $5,344.04 $0.44 $8,000.00 $4.100.00 NET INCOME $51,934.00 $75,505.00 $71,800.00 $0.00 ($10,269.00) $85,700.00 96 City Fund Balances The audited Fund Balances for City operations at the end of 1999 totaled $10,130,591. A review, of those funds and a description of their intended use for budget year 2000 are listed below. General Fund ($870,708) The General Fund provides resources for financing general services and daily operations of the City including Administration, Finance/Insurance, Police, Fire, Public Works and Parks Maintenance. The fund balance has been committed to support 2000 expenditures for: 1) $719,233 Working Capital 2) $ 79,661 Insurance Reserves 3) $ 14,306 Contract Insurance Reserves/Deductibles 4) $ 28,000 Unemployment Reserves 5) $ 29,508 Pre-Paid Insurance General Fund Reserves ($250,000) These reserves have been set aside to provide funding for unanticipated losses in revenue. • Accumulation of the reserves has been.in place for several budgeting years and helps provide the City with alternatives should an emergency arise because cuts in State Aid (LGA or HACA). Current allocation of the fund balance includes $100,000 for Budget Levy Reserves and $150,000 Levy Reserves for LGA/HACA. MSA Road Project Fund ($94,409) This fund is restricted to provide funding for reconstruction or renovation/design of streets and sidewalks that are designated as Minnesota State Aid Road Projects. Revenues are derived from State Aid funding of the projects. The fund balance is used to fund start up costs for future MSA projects and must be spent on the improvements of those roads. Recycling & Beautification Fund ($55,472) This fund is a restricted use fund that provides funding for recycling services and beautification of the City boulevards. A portion of the Management Assistant's salary Is charged to this fund. Grants from Hennepin and Ramsey Counties provide the primary funding for recycling. The fund is also committed as a revenue and expenditure source for the City's annual Clean-up Day. DARE Fund ($39,192) The DARE Fund is designated to provide funding for the education of youth and citizens of the community about the use of illegal substances and drugs. Revenues are derived from donations from private citizens, businesses and the I.S.D. #282 DARE Levy. The fund supports one-half of a police officer's annual wages. 97 • Crime Prevention Fund ($ 742) The revenues of this Fund are derived from private donations. The funds are used for educating the community about prevention of crime in their neighborhoods. Capital Eaul ment Fund ($194,205) The Capital Equipment Fund is used for major capital equipment purchases (refer to the 5- Year Capital Equipment Plan). Primary funding is derived from the $75,000 General Fund levy transfer; Lauderdale/Falcon Heights contract revenues, General Fund Reserves, Liquor Operations profits and the trade and sale of existing equipment. Park Improvement Fund ($ 67,840) The primary focus of the Park Improvemnent Fund is to provide a park system that offers a variety of recreational opportunities for residents of all ages. The fund is designated for the renovation and refurbishing of the City's park system. Revenues are derived from Liquor Operations profits, donations from private sources, transfers from other funds and parkland user fees. Road Improvement Bond Fund ($804,098) The Road Improvement Bond Fund is a restricted use fund, which is part of the City's on- going road improvement projects plan. Road improvement bonds are issued to pay for the initial project. Special assessments and a road improvement levy fund the re-payment of the debt associated with the sale of these road improvement bonds. • The debt'issued to date totals $3,960;000. Year 2001 principal and interest payments total $364,700. These funds can only be used for the payment and issuance costs of road improvement bonds. They are non-transferable to other funds or projects. Revolving Fund ($257,894) The Revolving Fund is the fund, which serves as general improvement fund. Each year the City Council dedicates the use of this fund to various projects such as park improvements, capital equipment purchases, computer technology, street improvements and contingencies for emergency expenditures. Funding is primarily from the transfers of general fund reserves generated from cost effective budgeting and controls. The fund balance represents several budgeting years and has been dedicated as follows: 1) $ 49,160 Back-up Generator for Y2K Emergencies 2) $ 39,007 Public Works Maintenance Building 3) $100,143 Capital Equipment Contract Reserves 4) $ 29,712 Cable Reserves 5) $ 42,872 Non-Designated Reserves Community Services/New City Hall Fund ($51,737) The Community Services/New City Hall Fund is used to fund the operation and maintenance of the new City Hall built in 1997. Funding is comprised of annual rent charges of $100,000 to I.S.D. #282 for the Community Services portion of the building ® and a rent transfer from the General Fund for the segment of the building used for City Hall. 98 (Community Services/New City Hall Fund continued) Tax Increment Bonds totaling $2,650,000 were issued to finance the Community Services portion of the building. Annual principal and interest payments until the debt is paid off in 2010 are approximately $250,000 per year. Water K Sewer Fund ($1,077,660) The Water & Sewer Fund is an enterprise fund used to provide water and sewer services to the community. Funding for operation and maintenance of the system is provided on a user-fee basis, which is based on consumption of water. In 1998, reserves from the Water and Sewer Fund provided funding for the restoration of the Water Tower at 33rd and Silver Lake Road. In addition, $350,000 has been dedicated to-the watermain improvements to the Silver Lake Road Bridge Project. Stormwater Fund ($32,627) The Stormwater Fund is a relatively new fund that has been developed in recent years to provide funding for improvements to the City's stormwater system for 100-Year flood protection. Funding comes from a variety of sources including, stormwater fees charged to residential and commercial entities, State and County grants, transfers from other funds and interest earnings. Recent projects funded by the Stormwater Fund include the Silver Point Park Project and a • portion of the Street Improvement Bonds that was issued as part of the 100-Year Project. It is anticipated that the renovations and reconstruction of the City's stormwater system will continue for the next several years. Water Filtration & Purification Fund ($5,050,676) The Water Filtration & Purification Fund was established and is dedicated to provide safe drinking water to the residents. The monies in this fund were derived from a cash settlement that the City received from the United States Army and Honeywell as damages for contaminating the City's water supply. Presently, the City Is in last year of a ten-year agreement that provides 90% funding for operation and maintenance of the carbon filtration plant. Upon completion of the ten-year agreement, the City will become.100% responsible for the operation and maintenance of the plant. The present financial plan in place is to use the annual interest earnings from the money to fund yearly operation and maintenance costs. Since, the Minnesota Pollution Control Agency has indicated that contaminates in the water could be in the system for as much as 100 years, long range financial plans and how these funds can best be used will occur over the next several years. • 99 Liquor Fund ($1,056,911) The Liquor Fund is an enterprise fund used to account for operations from the City's municipal.liquor stores. Profits from operations are directed to capital equipment purchases and park improvements. The majority part of the fund balance is inventory and reserves to support the $940,000 Liquor Revenue Bonds issued in 1997 to build a new off-sale liquor store on Silver Lake Road. Annual debt payments through 2012 total $95,000 per year. Increased sales over the last three years have contributed to increased profits and an improved fund balance. Severance Fund ($236,420) The Severance Fund is a restricted use fund that provides funding for employee vacation, sick leave and comp-time severance pay upon their termination of employment with the City. The City's year-end liability for 1999 totaled $344,350. Since it is highly unlikely that all employees would leave the City at the same time, the City Council has opted not to fund the entire liablity. • • CITY OF ST. ANTHONY FINANCIAL MANAGEMENT PLAN • 101 CITY OF ST.- ANTHONY 9 FINANCIAL MANAGEMENT PLAN CONTENTS I. SUMMARY....................................................................................... 1 II. REVENUE MANAGEMENT ............................................................ 3 III. CASH AND INVESTMENTS ............................................................ 5 IV. RESERVES ...................................................................................... 7 V. OPERATING BUDGET .................................................................... 8 VI. CAPITAL IMPROVEMENTS PLAN.................................................. 9 VII. DEBT MANAGEMENT..................................................................... 10 VII. ACCOUNTING, AUDITING, AND FINANCIAL REPORTING........................................................ 11 IX. RISK MANAGEMENT...................................................................... 12 X. ATTACHMENT: A. GLOSSARY OF TERMS 102 City of St Anthony Financial Plan CITY OF ST. ANTHONY FINANCIAL MANAGEMENT PLAN Scope: A Financial Management Plan serves two main purposes. It draws together in a single document the City's financial policies and establishes clear principles that should help both Staff and Council members make consistent and informed financial decisions in an increasingly challenging fiscal environment. Purpose: The City of St. Anthony has an important responsibility to its citizens to plan the adequate funding of services desired by the public, including the provision and maintenance of public facilities; to manage and plan municipal finances wisely, and to carefully account for public funds. The City strives to .ensure that it is capable of funding and providing local government services needed by the community. The City will maintain or improve its infrastructure on a systematic basis to provide the community with quality neighborhoods and rising property values. Prudent planners must develop adaptive policies that provide citizens with the best possible service value within the prevailing financial context. In order to achieve this purpose, this plan establishes City policy in the following areas: • Revenue Management • Cash and Investments • Reserves • Operating Budget Capital Improvements Plan • Debt Management • Accounting, Auditing and Financial Reporting • Risk Management Objectives: • To provide both short term and long term future financial stability by ensuring adequate funding for providing services needed by the community. • To protect the City Council's policy-making ability by ensuring that important policy decisions are not controlled by financial problems or emergencies and to prevent financial difficulties in the future. • To provide sound principles to guide. the decisions of the City Council and management by providing accurate and timely information concerning various financial matters. 1 ' 103 City of St Anthony Financial Plan FINANCIAL MANAGEMENT PLAN • To employ revenue policies, which prevent undue or unbalanced reliance on certain revenues; distribute the cost of municipal services fairly; and provide adequate funding to operate desired programs. • To provide essential public facilities and prevent deterioration of the City's public facilities and infrastructure. • To protect and enhance the City's credit rating and prevent default on any municipal debt. • To ensure the protection of all City funds through a good system of financial planning and accounting controls. • To create a document that staff and Council members can refer to during financial planning, budget preparation, and other financial management issues. 2 104 City of St Anthony Financial Plan I. REVENUE MANAGEMENT It is essential to responsibly manage the City's revenue sources to provide maximum service value to the community. Some revenue sources, such as intergovernmental transfers (LGA and HACA) are outside of direct City control and are consequently unaddressed by this policy. This policy establishes guidance for the two major sources of City revenue: property taxes and fees/charges. PROPERTY TAXES The property tax rate will not be increased without exploring all other alternatives. If, after reviewing these alternatives, an increase is required, the goal of the City will be to keep the property tax rate increase at or below the prevailing inflation rate. Basic City services, as annually defined and approved by the City Council, will be funded to the maximum extent possible by increases in market valuation, (i.e., new tax base growth and valuation increase). Priorities for increasing the property tax rate include: • Long-term protection of the City's infrastructure. • Meeting legal mandates imposed by outside agencies. • Maintaining adequate fund balance and reserve funds sufficient to maintain or improve the City's bond rating. Property tax rate increases to meet other purposes will be based on the following criteria: • A clear expression of community need. The existence of community partnerships willing to share resources. Establishment of clearly defined objectives and measurements of success.. SERVICE FEES AND CHARGES The City will establish service fees and charges wherever appropriate for the purpose of keeping the property tax rate at a minimum and to fairly allocate the full cost of services to the users of those services. Specifically, the City will: • Establish utility rates sufficient to fund both the operating costs and the replacement of capital equipment items, plus maintain an adequate level of working capital. 3 105 City of St Anthony Financial Plan • As part of the City's enterprise effort, evaluate City services and pursue actions to accomplish the following: ■ The City will charge non-resident fees, which reflect the total cost of the activity or programs. ■ Make services financially self-supporting or, whenever possible, strive to develop and maintain them as profitable. ■ Establish user charges and fees at or near a level related to the direct, indirect, and overhead cost of providing the services for enterprise operations. • Annually review City services and identify those for which-charging user fees are appropriate. These services will be identified as enterprise services and fees will be set for each. Included, as part of this process, will be a market analysis that compares our fees to that charged by other cities. • Identify some enterprise services as entrepreneurial in nature. The intent of entrepreneurial services will be to maximize revenues to the extent the market allows. • Waive or offer reduced fees to youth, seniors, community.service groups, and other special population groups identified by the Council as requiring preferential consideration based on policy goals. Selected criteria: To determine the specific rate to charge a fee for services rendered, the rate criteria can be one of five approaches: 1. Market Comparison ➢ Attempt to set fees equal to the market rate. 2. Maximum set by External Source ➢ Fees set by legislation, Uniform Building Code, etc. 3. Entrepreneurial Approach ➢ Fees will be at the top of the market. 4. Recover the Cost of Service ➢ Program will be self-supporting. 5. Utility Fees ➢ An analysis will be completed each year to determine the rate necessary to balance the operating budget. 4 106 City of St Anthony Financial Plan II. CASH AND INVESTMENTS Effective cash management is essential to good fiscal management. Investment returns on funds not immediately required can provide a significant source of revenue for the City. Investment policies must be well.founded and uncompromisingly,applied in their legal and administrative aspects in order to protect the City funds being invested. LEGAL ASPECTS Minnesota Statutes authorize and define an investment program for municipal governments. A. Investment Instruments Authorization • The City of St Anthony shall invest in the following instruments as allowed by Minnesota Statutes: a. United States Treasury obligations b. Federal Agency issues c. Repurchase agreements (repo's) d. Certificates of deposit e. Commercial paper- prime f. Bankers acceptances - prime g. Money Market funds investing exclusively in U. S. government agency issues B. Supplemental Depositories ADMINISTRATIVE PROCESS Investing the City funds shall be undertaken in a manner, which seeks to insure the preservation. of capital in the overall portfolio. Safety of principal is the foremost objective; additionally, liquidity and yield are also important considerations. It is essential that money is always available when needed; therefore, the investment goal is to maximize yield while providing cash flow to meet expenditure needs. The City shall seek to conduct its investment transactions with several reputable investment security dealers and qualifying banks. The qualifying bank or dealer must have demonstrated, over a significant period of -time, a successful, profitable, and reliable operation. Special care should be exercised when considering new services. 5 107 City of St Anthony Financial Plan The City will analyze market conditions and investment securities to determine what yield can be obtained and attempt to secure the best possible return on all investments consistent with security and liquidity requirements. Portfolio diversification must also be considered so that investments are not concentrated in one institution, in one type of investment, or purchased from one dealer. The investment portfolio of the City shall be designed to attain an average rate of return regularly exceeding the average return on three month U.S. Treasury bills, while seeking to augment returns above this threshold consistent with budgetary cycles, economic conditions, risk limitations, and prudent investment principles. Investment officials participating in the investment process shall seek to act responsibly as custodians of the public trust and shall avoid any transaction that might impair public confidence in the City of St. Anthony's ability to govern effectively. Staff will provide the City Council with a monthly report of the yield and status of the . City's investment portfolio. 6 108 City of St Anthony Financial Plan III. RESERVES It is important for the financial stability of the City to maintain reserve funds for unanticipated expenditures or unforeseen emergencies, as well as to provide adequate ,working capital for current operating needs so as to avoid short-term borrowing. POLICY STATEMENT 1. The City will establish and maintain a Contingency Reserve Fund from the prior year's General Fund budget. These funds are available for appropriation by the Council for unanticipated expenditures and unforeseen emergencies. Council will review the request for funding on a scheduled basis and authorize funding as necessary. In an emergency, the City Manager has the authority to commit funds from the.Contingency Reserve Fund. 2: The City will maintain fund balances in the General and Special Revenue Funds at a level which will avoid issuing short-term debt to meet the cash flow needs of the current operating budget. Generally, the goal would be to maintain a minimum balance of 35% of the operating budget; however, this need could fluctuate with each year's budget objectives and appropriations such as large capital expenditures and variations in the collection of revenues. 109 City of St Anthony Financial Plan IV. OPERATING BUDGET The Operating Budget is the annual financial plan for funding the costs of City services and programs. The General Operating Budget includes the General Fund, the Special Revenue Funds, the Street Reconstruction Fund, the Community Center Fund and the Capital Equipment Fund. Enterprise operations are budgeted in separate Enterprise Funds. 1. The City Manager shall submit a balanced budget in which appropriations shall not exceed the total of the estimated revenues and available fund balance. 2. The City will provide for all current expenditures with current revenues. The City will avoid budgetary procedures that balance current expenditures at the expense of meeting future years' budgets. 3. The.. City will coordinate the development of the 5-Year Capital Equipment Budget with the development of the operating budget. Operating costs associated with capital improvements will be projected, approved by Council and budgeted on a project basis. 4. The budget will provide for adequate operation, maintenance, replacement of City equipment and for their orderly replacement. 5. The impact on the operating budget from any new programs or activities being proposed should be minimized by providing funding with newly created revenues whenever possible. 6. The City will maintain a budgetary control system to help it adhere to the budget. 7. The City administration will prepare.monthly. reports comparing actual revenues and expenditures to the budgeted amounts. 8. The operating budget will describe the major goals to be achieved and the services and programs to be delivered for the level of funding provided. 9. When establishing operating expenses, Enterprise fund budgets shall be balanced with operating revenues. Reserves from operations can be appropirated to provide replacement costs of property, buildings, equipment, or if appropriate, used when establishing rates and charges for services. 10. Each year, the City Council will approve an operating budget to establish a maximum level of total expenditures. The City Manager will be allowed to reallocate budgeted funds between departments and programs as needed during the year, provided that total maximum expenditures are not exceeded. 8 110 City of St Anthony Financial Plan V. CAPITAL IMPROVEMENTS The demand for services and the cost of building and maintaining the City's infrastructure continues to increase. No City can afford to accomplish every project or meet every service -demand. Therefore, a methodology must be employed that provides a realistic projection of community needs, the meeting of those needs, and a framework to support City Council prioritization of those needs. Capital improvements include the scheduling of public improvements for the community over a five-year to ten-year period and takes into account the community's financial capabilities as well as its goals and priorities. A "capital improvement" is defined as any major nonrecurring expenditure for physical facilities of government. Typical expenditures are the cost of land acquisition, construction of roads, utilities, parks, vehicles and capital equipment.. Capital improvements are directly linked to goals and policies, land use, community needs and sections of the Comprehensive Plan. DEVELOPMENT PROCESS Staff will comprise, prioritize, consolidate and recommend Capital Improvement Projects. • Devise proposed funding sources for proposed projects. Recommended funding sources will be clearly stated for each project. • Analyze debt service related to new projects. Each project, when applicable, will include its separate impact on the tax levy and/or utility charges as well as its total dollar cost. • Project and analyze total debt service related to the total debt of the City. • A debt study will be provided summarizing the impact of the project, review of the revenues and proposed debt. The City Council will evaluate all proposed Capital Improvements and decide on the following: • Project Prioritization • Funding Source Acceptability • Acceptable Financial Impact on Tax Levy, Total Debt, or Utility Rate Levels. 9 ` 111 City of St Anthony Financial Plan VI. DEBT MANAGEMENT The use of borrowing and debt is an important and flexible revenue source available to the City. Debt is a mechanism, which allows capital improvements to proceed when needed, in advance of when it would otherwise be possible. It can reduce long-term costs due to inflation, prevent lost opportunities, and equalize the costs of improvements to present and future constituencies. Debt management is an integral part of the financial management of the City. Adequate resources must be provided for the repayment of debt, and.the level of debt incurred by the City must be effectively controlled to amounts that are manageable and within levels that will maintain or enhance the City's credit, rating. A goal of debt management is to stabilize the overall debt burden and future tax levy requirements to ensure that issued debt can be repaid and prevents default on any municipal debt. A debt level, which is too high, places a financial burden on taxpayers and can create problems for the community's economy as a whole. POLICY STATEMENT Wise and prudent use of debt provides fiscal and service advantages. Overuse of debt places a burden on the fiscal resources of the City and its taxpayers. The following guidelines provide a framework and limit on debt utilization: 1. The City will confine long-term borrowing to planned capital improvements. 2. The City will not use long-term debt for current operations. 3. The City will pay back debt within a period not to exceed the expected useful life of the projects, with at least 50% of the principal retired within two-thirds of the term of the bond issue. 4. Total general obligation debt shall not exceed 2% of the total market valuation of taxable property in the City. 5. Direct net debt (gross debt less available debt service funds) shall not exceed . 3% of the total market valuation of taxable property in the City. 6. The City will maintain good communications with bond rating agencies regarding its financial condition. The City will follow a policy of full disclosure in every financial report and bond prospectus. 7. The City will use refunding mechanisms to reduce interest cost when economically feasible. 10 112 City of St Anthony Financial Plan VII. ACCOUNTING, AUDITING, AND FINANCIAL REPORTING The key to effective financial management is to provide accurate, current, and meaningful information about the City's operations to, guide decision making and enhance and protect the City's financial position. POLICY STATEMENT 1. The City's accounting system will maintain records on a basis consistent with generally accepted accounting standards and principles for local government accounting as set forth by the Government Accounting Standards Board (GASB) and in conformance with the State Auditor's requirements per State Statutes. 2. The City will establish and maintain a high standard of accounting practices. 3. The City will follow a policy of full disclosure written in clear and understandable language in all reports on its financial condition. 4. A primary goal of the Finance Department is to provide timely monthly, quarterly and annual financial reports to users. 5. An independent public accounting firm will perform an annual audit and issue an opinion on the City's financial statements. 6. The City Council will review the audit report, approve its findings and meet with the Auditor to discuss any questions they might have in regard to the audit. 11 113 City of St Anthony Financial Plan VIII. RISK MANAGEMENT A comprehensive risk management plan seeks to manage the risks of loss encountered in the everyday operations of an organization. Risk management involves such key components as risk. avoidance, risk''reduction, risk assumption, -and ..risk transfers through the purchase of insurance. The purpose of establishing a Risk Management Policy is to help maintain the integrity and financial stability of the City, protect its employees from injury, and reduce overall costs of operations. POLICY STATEMENT 1. The City will maintain a Risk Management Program that will minimize the impact of legal liabilities, natural disasters or other emergencies through the following activities: a. Loss prevention - prevent losses where possible b. Loss control - reduce or mitigate losses C. Loss financing - provide a means to finance losses d. Loss information management - collect.and analyze data to make prudent prevention, control and financing decisions 2. The City will review and analyze all areas of risk in order to, whenever possible, avoid and reduce risks or transfer risks to other entities. Of the risks that must be retained, it shall be the policy to fund the risks which the City can afford and transfer all other risks to insurers. 3. The City will maintain an active safety committee comprised of City employees. 4. The City will periodically conduct educational safety and risk avoidance programs within its various divisions. 5. The City will, on an ongoing basis, analyze the feasibility of self-funding and other cooperative funding options in lieu of purchasing outside insurance in order to provide the best coverage at the most economical cost. 12 114 • ATTACHMENT A FINANCIAL MANAGEMENT GLOSSARY OF TERMS 115 City of St Anthony Financial Plan • FINANCIAL MANAGEMENT GLOSSARY OF TERMS AD VALOREM TAX ...............................A tax, which is based on value, such as property taxes. AGENCY FUND .....................................A fund used to account for assets held by the City as an agent for other government units of employees. (Current agency funds are for deferred compensation for our employees and for the South Metro Drug Task Force). AUDIT.....................................................An annual third party review of financial operations and procedures required by State Statutes. BONDS...................................................A written promise to pay a sum of money at specified dates, including interest at a designated time. • BONDED DEBT.....................................The portion of City debt represented by outstanding bonds. BUDGET ................................................A financial operations plan of proposed expenditures for a given period of time and the proposed revenues to finance them. Proposed expenditures must equal proposed revenues. CAPITAL OUTLAY ................................Expenditures resulting from the acquisition of fixed assets. CAPITAL IMPROVEMENT BUDGET ................................................A budget created to account for financial resources to be used for the acquisition or construction of major capital projects. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR)...............The official annual financial report which includes combined financial statements, supporting schedules, supplementary • information, extensive introductory information, and a statistical section. i 116 City of Saint Anthony Financial Plan • DEBT......................................................An obligation resulting from the borrowing of money or the purchase of goods or services. DEBT SERVICE FUND..........................A fund established to account for the payment of principal and interest on debt of the City. ENTERPRISE FUND..............................A fund established to account for the financing of services to the general public where all or most of the costs involved are recovered primarily through user fees. (City enterprise funds are water and sewer, police contract services and liquor operations. Expenditure...........................................Disbursements for operating costs debt service and capital outlay. FISCAL DISPARITIES...........................Is a tax sharing pool created to distribute dollars to areas with modest tax capacity values.- FISCAL YEAR ...................:..................The twelve month period to which the annual • budget applies and at the end of which the City determines its financial position. The City's fiscal year is January 1"to December 31 s` FIXED ASSETS......................................Long-term tangible assets which are "fixed" in nature, such as building, land, and equipment. FUND......................................................An accounting entity with a self-balancing set of accounts in which assets, liabilities, and equity are recorded for a specific activity or objective. FUND BALANCE...................................The difference between fund assets and fund liabilities. The fund balance can be used as a revenue source by decreasing an existing positive balance. GENERAL FUND...................................This fund is used to account for all general operations of the City, which are necessary to provide basic governmental services. • GENERAL OBLIGATION BONDS (G.O. BONDS)........................................Bonds that are backed with the full faith and credit of the City. H 117 City of Saint Anthony Financial Plan GENERAL OPERATING BUDGET........The part of the operating budget which includes the general, special revenue, and capital funds. (Excludes the enterprise funds). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP)...................................................Uniform minimum for standards and guidelines for financial accounting and reporting. The primary authoritative body on the application of GAAP to state and local governments is the Governmental Accounting Standards Board (GASB). GRANT...................................................A contribution of cash or other asset from a government or other organization for a specified purpose, activity, or facility. INFRASTRUCTURE...............................Immovable assets- such as roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems that are of value only to the City. INTERGOVERNMENTAL REVENUE..............................................Revenues from other governments in the form of grants, entitlements, shared revenues, or payments in lieu of taxes. LEVY......................................................The total amount of taxes or special assessments imposed by the City. LOCAL GOVERNMENT AID (LGA).......Funds passed down to the City by the State of Minnesota. MARKET VALUE...................................The value determined by the County Assessor for real estate or property used for levying taxes. OPERATING BUDGET..........................The annual financial plan for funding the costs of providing services and programs. PARKS IMPROVEMENT FUND ............A fund used to account for revenues and • expenditures for the purchase, upgrade and maintenance of City parks. iii 118 City of Saint Anthony Financial Plan PROJECT...............................................An activity or operation created to achieve • a specific purpose or objective containing its own budget, revenue source and approved expenditures. RESERVES............................................Funds set-aside for unanticipated expenditures or unforeseen emergencies,_as well as to have adequate working capital for current operating needs to avoid short-term borrowing. REVENUE..............................................Funds collected as income to offset operational expenses including property taxes, charges for service, licenses & permits, etc. RISK MANAGEMENT............................The ways and means used to avoid accidental loss or to reduce its consequences if it does occur. SPECIAL ASSESSMENT......................A levy made against a property to defray all or part of the cost of a capital improvement or service deemed to benefit that property. SPECIAL REVENUE FUND...................These funds are used to account for a revenue • which is restricted for expenditures of a designated purpose. TAX CAPACITY VALUE........................Is the taxable portion of the market value, which is based on classification rates determined by the type of property tax. TAX INCREMENT FINANCING (TIF)........................................................A financing method where bonds are the anticipated incremental increase in tax revenue resulting.from the redevelopment of an area. TAX LEVY..............................................The amount of property taxes levied to finance operations that are not funded by other sources. TAXES....................................................Compulsory charges levied by a government to finance services performed for the common benefit. • iv