2016 Budget Discussion; HarkessCITY OF HOPKINS
FINANCE DEPARTMENT
MEMORANDUM
Date: August 11, 2015
To: Mayor & City Council
From: Christine Harkess, Finance Director
Subject: 2016 Budget
Staff has been working to put together a 2016 budget based on the needs of the community and
the services they have come to expect. The 2016 budget is prepared using the Financial
Management Plan approved in February 2014; it includes a 2.5% salary increase and a 5.3%
increase in health insurance contribution per bargaining contracts. Most other costs had little or
small inflationary increases. Due to the changing workforce and the evaluation of departments
we are working more efficiently which has resulted in personnel savings.
The budget was prepared with two scenarios – one with current staffing taking into consideration
changes due to retirements and one adding police property room staffing and fire adding two full
time firefighters. Both the police and fire chiefs have included a memo detailing their request
and will be present to answer questions on these staffing proposals.
2016 Budget Info
The budget as it is currently presented is a 3.46% or a 4.66% increase over 2015
depending on which version we consider.As a comparison 2015 had a 3.66% increase.
The increase is consistent with the FMP
o
Tax Levy
We are not subject to a levy limit in 2016
o
We are receiving $413,944 in LGA which is a $25,342 increase over 2015 and a
o
$98,702 increase over 2014 when we began receiving LGA again.
Arts Center and Pavilion levies continue per the FMP
o
Debt service levies adjusted per FMP
o
Attached are the following:
1.2016 Budget – items impacting the budget
2.2016 preliminary Budget power point slides
3.Memo from Police Chief
4.Memo from Fire Chief
5.Summary of Financial Management Plan – talking points
Items that impact the 2016 budget – comments based on version 2 of the budget
Revenues
The City will receive LGA and $413,944 has been budgeted.
MSA maintenance was increased by $5,000 to reflect receipts
Court Fines were increased by $5,000 to match collections. These funds are used to
offset legal prosecution fees which have been increasing.
City Clerk – revenues from local elections ($20,000) has been deleted as these are only
received during local election years
Police – Police Aid for police pensions increased to follow actual receipts
Expenditures
General
Council salaries have been adjusted for the approved increase
o
Salaries show an contractual increase of 2.5%
o
Health insurance contribution was increased for the contractual 5.3% increase
o
Administration – administrative assistance is now split 50/50 with reception
Finance – staff was reorganized and UB positon is now split with reception, however all
costs are shown in this department.
Legal – increased prosecution
Municipal Building – a department was added for the Albert Pike Lodge (APL) and
budgeted at $2,270.
Receptionist – current two positions are eliminated and replaced with 50% of admin asst
and finance personnel
Assessing – Hennepin County assessing contract increased by $8,000.
City Clerk – contractual services were adjusted to provide for election judges for the
presidential election
Police – added staffing for property room personnel
Fire – added two full time firefighters
Public Works – contractual services adjustments, inflationary adjustments
Recreation – Joint recreation was increased by $3,300
Joint Rec continues to provide $15,000 in support to the Depot.
o
Activity Center – heating fuel costs.
Planning & Zoning – Professional services increased by $8,000 for the implementation of
the Shady Oak Zoning and services for studies in advance of the comprehensive plan that
needs updating.
Community Services – personnel is now shown at 100% in the general fund. Previous
budget had 35% in Economic Development Fund.
Contingency – decreased from the $150,000 we had in 2015 to $50,000. The large
increase in 2015 was to provide for unknown costs as a result of open bargaining
contracts.
Other Items of Note:
Personnel related costs remain at 77% of the budget
Health insurance for retirees is currently at 21 retirees. One aged out in 2015 and six new
came on in 2015. Three will age out in 2016. The cost is again decreasing as some of the
older retirees on the full benefit plan age out. Currently despite adding to the list we will
save $8,027 over 2015 after adding the new retirees in.
8/7/2015
City
Presentation
•2016 Preliminary General Fund Budget
–Prepared according to Financial Management
Plan
–History of FMP
•8-13-13 Kick off Meeting to discuss FMP concepts
•10-8-13 Draft FMP presented
•1-14-14 Updated FMP presented
•2-18-14 Final FMP presented and approved
•2015 Budget –First Use of Plan
1
8/7/2015
City
Presentation
•2016 Preliminary GF Budget -
continued
–Two Versions of the Budget were prepared
•Version 1 –staffing at current levels
•Version 2 –PD Property Room personnel and 2 FT
Firefighters
–LGA totals $413,944, a $25,342 increase
–Police aid & MSA increased
–GF budget increase of 3.46% (V1) or 4.66% (V2)
–Levy is in line with the FMP adopted in 2014
City
Presentation
•2016 Budget Impacts
–Salary adjustments according to bargaining
contracts
–Health insurance increase
–Requests for increase/additional personnel
–Changing workforce
2
8/7/2015
City
Presentation
•2016 General Fund Expenditures –V1
–No change in personnel
%
20152016Change
General Government$1,378,084$1,430,2013.78%
Community Services985,8891,047,7556.28%
Public Safety5,518,1655,706,4573.41%
Public Works2,517,8802,580,6212.49%
Recreation591,498618,3624.54%
Comm Dev & Planning228,409275,74720.73%
Other126,79180,200-36.75%
$11,346,716$11,739,3433.46%
City
Presentation
•2016 General Fund Expenditures –V2
–Add property room personnel and 2 FT Firefighters
%
20152016Change
General Government$1,378,084$1,430,2013.78%
Community Services985,8891,047,7556.28%
Public Safety5,518,1655,842,8445.88%
Public Works2,517,8802,580,6212.49%
Recreation591,498618,3624.54%
Comm Dev & Planning228,409275,74720.73%
Other126,79180,200-36.75%
$11,346,716$11,875,7304.66%
3
8/7/2015
City
Presentation
•2016 GF Expenditures –V1 vs V2
Verson 1Version 2
V1 vs V2
201520162016Change
General Government$1,378,084$1,430,201$1,430,201$0
Community Services$985,889$1,047,755$1,047,755$0
Public Safety$5,518,165$5,706,457$5,842,844$136,387
Public Works$2,517,880$2,580,621$2,580,621$0
Recreation$591,498$618,362$618,362$0
Comm Dev & Planning$228,409$275,747$275,747$0
Other$126,791$80,200$80,200$0
$11,346,716$11,739,343$11,875,730$136,387
City
Presentation
•2016 General Fund Expenditures –V2
4
8/7/2015
City
Presentation
•2016 General Fund Revenues –V1
%
20152016Change
Property Taxes$9,307,729$9,660,5643.79%
Intergovt'l Revenue843,112891,9545.79%
License, Permits & Fines569,975575,7751.02%
Charges for Service209,300188,900-9.75%
Miscellaneous401,600402,1500.14%
Interest15,00020,00033.33%
Total$11,346,716$11,739,3433.46%
City
Presentation
•2016 General Fund Revenues –V2
%
20152016Change
Property Taxes$9,307,729$9,796,9515.26%
Intergovt'l Revenue843,112891,9545.79%
License, Permits & Fines569,975575,7751.02%
Charges for Service209,300188,900-9.75%
Miscellaneous401,600402,1500.14%
Interest15,00020,00033.33%
Total$11,346,716$11,875,7304.66%
5
8/7/2015
City
Presentation
•2016 General Fund Revenues –V1 vs V2
V1 vs V2
201520162016Change
Property Taxes$9,307,729$9,660,564$9,796,951$136,387
Intergovt'l Revenue$843,112891,954$891,954$0
License, Permits & Fines$569,975575,775$575,775$0
Charges for Service$209,300188,900$188,900$0
Miscellaneous$401,600402,150$402,150$0
Interest$15,00020,000$20,000$0
Total$11,346,716$11,739,343$11,875,730$136,387
City
Presentation
•2016 General Fund Revenues –V2
6
8/7/2015
City
Presentation
Proposed
•2016
Net LevyNet Levy
Purpose2015Verson 1Version 2Per FMP
Tax
General Operations
General Fund$9,224,7299,575,564$ $9,676,4519,745,775
Capital Levy53,000135,000$85,00035,000
Levy
Arts Center Levy85,000125,000$95,00050,000
Pavilion Levy65,00085,000$65,00065,000
PERA Levy35,50035,500$35,50035,500
Subtotal 9,463,2299,956,0649,956,9519,931,275
Special Levies:
2010A GO Improvement Bonds82,19479,43779,43779,437
2012A GO CIP Bonds220,000220,000220,000220,000
2012B GO Bonds70,000141,970141,970141,970
2012B Equipment Certificates96,28596,28596,28596,285
2013A GO Improvement Bonds75,00000-
2014A GO Bonds88,47187,99387,99387,993
2014B GO Refundingf Bonds882,894881,975881,975949,268
2015A GO SROP Bonds0264,261264,261359,939
2015B GO Tax Abatement0135,957135,957
Subtotal Special Levies1,514,8441,907,8781,907,8781,934,892
TOTAL LEVY$10,978,073$11,863,942$11,864,829$11,866,167
City
Presentation
•Tax Impact on Average Home ($225k)
–FMP scheduled at a $94 increase
–Levy approximates the FMP recommendation
•2015 Results
–FMP scheduled at a $89 increase
–Actual was approximately $0
–Growth in tax base held tax rate to 2014 level
7
8/7/2015
City
Presentation
•What this budget/levy gives us:
–Funding for Property Room personnel
–Funding for 2 FT Firefighters
–Funding for general city operations
–Funding for road projects
–Funding to reduce the Arts Center deficit
–Funding for Pavilion operations
–Funding for debt service requirements
8
Memorandum
To:
Honorable Mayor and members of the City Council
CC:
Mike Mornson, City Manager
From:
Mike Reynolds, Chief of Police
Date:
July 14, 2015
Re:
2016 Budget – Police Department Staffing
th
I will be at the work session on August 11 to discuss a staffing proposal for the 2016 budget. Our
discussion will involve increasing the part-time parking enforcement position to a full-time position.
My hope is that the parking enforcement position will continue to cover parking enforcement at a
rate of 29 hours per week, while adding 11 hours per week to manage the police department’s
evidence property room.
Currently, the duty of property room management is an added duty of one of our Public Service
Officers (PSO). Our PSO’s also bid their positions which creates turnover in the property room.
This is a flawed structure which we have gotten by with in the past, but it is becoming all too
difficult to continue. As you may be aware, the position of a property room manager is one of the
most critical positions within a police department with one of the highest liabilities concerning risk
management. Also, our current method of operation is not conducive to the needs of our police
officers and case prosecutors’ request for evidence. By having a PSO providing this duty, the
property room is only staffed two to three days a week and delays getting evidence and property to
our requesters. By moving to the proposed model, we will alleviate the issue of getting evidence
and property to our requesters in a timely manner and will have accountability of only one person
being in charge of the property room management who is properly trained and certified.
The following is the breakdown of the estimated increased cost:
Estimated 2016 PT Parking Enforcement salary $47,100
Estimated 2016 salary with changes:
Salary, FICA, PERA, ect.: $63,830
Family Health Insurance: $15,720
TOTAL $79,550
Increased cost: $32,450
-
PSO Savings (contractual) $ 3,200
$30,250
Total Increase:
Memorandum
Honorable Mayor and City Council
To:
Mike Mornson City Manager
CC:
Chief Dale Specken,
From:
8/7/2015
Date:
Fire Department Full Time Firefighter
Re:
I will be attending the August 11, 2015 council meeting to discuss a staffing proposal for the 2016
budget. We will propose adding two Fulltime Firefighter Positions. We currently provide a daytime
duty crew team from 7:00 to 4:00 p.m. This program is being filled by firefighters that are either not
working, have seasonal positions, are part-time or in-between jobs. We are seeing a pattern of being
unable to fill these shifts due to these volunteers getting full-time employment. The daytime call
volume has increased throughout the past 2 years for both Police and Fire. The present coverage is 4-
6 medicals per day. If these calls are not run by the duty crew then they would be shifted back to the
Police Department. We are seeing more and more shifts where only one person signs up which
forces coverage of the second position by either our part-time inspector or me, which takes away
from other responsibilities. I am seriously concerned that we will not be able to fill these shifts in the
near future. We currently run two people at a cost of $14.49 per hour and a total of $63,000per year.
To continue the current service levels that we are currently provide, we propose hiring two full-time
employees at the cost of:
Estimated: 2016 budget impact.
Salary: $50,000
PERA: $ 8,100
Medicare 725
Family Ins. $15,720
Total x2 $149,090
The increase to the 2016 budget for the new program will be $110,548. The primary duties of these
positions would be to answer daytime medical calls, assist with inspections and public education and
perform station repair and maintenance.
th
I am happy to answer any questions you may have on Aug 11. Thank you.
1
CźƓğƓĭźğƌ ağƓğŭĻƒĻƓƷ tƌğƓ
Traditionally cities have taken a short term view for financing city operations. The one year budget is still
the norm for most cities. In the 1980s the City of Hopkins did begin to use more long term planning for
large expenditures such as construction projects and large pieces of equipment. The City, however,
continued to use one year budgets for its day to day operations.
Long term planning is becoming the industry standard. Rating agencies, such as {ƷğƓķğƩķ ğƓķ tƚƚƩƭͲ ƌźƉĻ
multi-year plans when assessing the financial health of a city. A better credit rating can result in lower
borrowing costs. Long term planning can also help the City spot trends that could adversely affect the
budget.
During the preparation of the Financial Management Plan, the City looked at overall tax capacity, the
general fund balance, what the tax levy pays for, historic and projected tax rates, projected tax impacts
on an average home, existing debt and new debt. Two specific issues that needed to be addressed
concerned the Center for the Arts and the Ice Arena/Pavilion.
Historically, the Center for the Arts received a subsidy from the Economic Development Fund. The
reason behind this was that the Center has an impact on the economic health of the City and the
downtown area in particular. However, devoting these funds to the Center meant that there were fewer
resources to devote to other development projects in the City. According to the adopted Financial
Management Plan, this subsidy will be replaced by supplemental funding through the General Fund in a
manner similar to the Activity Center.
The Ice Arena/Pavilion actually pays for its day to day operations through fees which are charged to the
users. The Pavilion, however, will soon be 25 years old. An aging infrastructure and changes to federal
and state rules regarding ice arenas will require significant capital expenditures. General fund dollars
will have to be used to supplement the user fees in order to keep this facility operating into the future.
The Financial Management Plan also maintains a balance in the Capital Equipment Fund of $750,000 and
$300,000 in the Capital Improvements Fund. The Plan also calls for slowly increasing the general fund
balance. While the initial plan shows that the overall financial health of the City is good, annual levy
increases for the next 8 years (2015-2022) will be needed. The planned levy increases should be less
than $100 per year for an average valued home.
The Financial Management Plan will get updated every year and will be a tool to assist the Council and
staff in making decisions at budget time. Having a vision and planning for the future is important in
shaping the direction of the city. The Plan will ensure that money is available to finance needed road
construction, capital equipment and maintenance of City owned facilities. It also provides adequate
reserves/fund balances and it reduces the need for future borrowing.