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Continued Discussion of 2019 Budget, Equipment Replacement Plan and Capital Improvement Plan; Bishop CITY OF HOPKINS Memorandum To: Honorable Mayor and Council Members Mike Mornson, City Manager From: Nick Bishop, Finance Director Date: September 11, 2018 Subject: Continued Discussion of 2019 Budget, Equipment Replacement Plan and Capital Improvement Plan _____________________________________________________________________ PURPOSE To provide continued input and guidance for the 2019 Budget, Equipment Replacement Plan and Capital Improvement Plan. INFORMATION 2019 Tax Levies The total levy being proposed for 2019 is $16,042,936. This represents a 12.8% increase from the 2018 levy. The general operation levy includes amounts for general fund, capital improvements, Arts Center, Pavilion and Equipment replacement. Debt being paid with tax levy has been issued for street improvements, equipment purchases, city owned facilities and Burnes Park. There are 8 new requests that directly affect the 2019 tax levy: • General Fund o $57,250 – New Parks and Forestry Worker  Estimated cost of $71,250 and reduction in part time salary of $14,000 o $37,500 – Fire Tables and Chairs  One time increase o $25,000 – Comprehensive Plan Implementation  One time increase o $5,000 – Four hours per week part time worker at Activity Center o $5,000 – Additional transfer to Depot Finance Department • Equipment Replacement o $50,000 – Patching Automation Software  One-time purchase of software, annual maintenance costs of $10,000 o $19,390 – E-Mail Threat Protection  One time increase o $19,000 – VPN Software/Equipment  One time increase 2019 – 2023 Equipment Replacement Plan The 2019 purchases funded through the equipment replacement fund increased by $82,990 from the 2018 – 2022 Plan. The IT department added approximately $90,000 of initial software costs for VPN, E-Mail and Patching Automation (detailed in previous section). The Police Department increased the costs of squad/body cameras by $20,000, which was offset by $115,000 of savings in 2018. The previously proposed tax levy of $250,000 in 2019 is adequate for this level of expenditures. The Equipment Replacement Fund is projected to end 2019 with a working capital balance of $41,007. 2019 – 2023 Capital Improvement Plan The 2019 capital improvement purchases increased by $3,408,100 from the 2018 – 2022 Plan. The largest difference is the addition of the City Hall project, a net increase of $4,042,000. The Capital Improvement fund added a $25,000 project to paint the public works building. The Pavilion fund added a $28,000 request for a sound system. The Capital Improvement fund has a proposed tax levy of $100,000 in 2019. It is projected to end 2019 with a working capital balance of $205,853. The Pavilion fund has a proposed tax levy of $40,383. It is projected to end 2019 with a working capital balance of ($80,335). It would continue to have a positive net position. Financial Management Plan The Financial Management Plan was updated with the 8 new requests highlighted in the attached form. City Taxes for a home in Hopkins would increase from $1,446 to $1,649 or $203 annually. FUTURE ACTION A preliminary levy must be adopted by September 30th of each year. The preliminary levy is planned to be approved at the September 18th City Council Meeting. The preliminary levy will be the maximum amount for 2019, but can be reduced. A final levy must be adopted by December 31st of each year at or below the preliminary levy amount. A Truth and Taxation hearing meeting will occur during the December 4th City Council Meeting and approval of the final levy is planned. 2019 Proposed Budget September 11, 2018 \\lisa\share\FINANCE\BUDGET 2019\8-13-2018 Work Session\2019 Proposed Budget.xlsx Actual Proposed % Increase Purpose FY2018 FY2019 (Decrease) General Operations General Fund 10,747,657.00 11,736,624.00 9.20% Capital Levy 75,000.00 100,000.00 33.33% Arts Center 250,000.00 257,500.00 3.00% Pavilion Fund - 40,383.00 100.00% Equipment Replacement - 250,000.00 100.00% Total General Operations 11,072,657.00 12,384,507.00 11.85% Debt Levy Street Improvements 1,610,000.00 2,055,420.00 27.67% Equipment Certificates 332,484.00 414,735.00 24.74% City Owned Facilities*1,039,891.00 1,024,366.00 -1.49% Burnes Park 166,848.00 163,908.00 -1.76% Total Debt Levy 3,149,223.00 3,658,429.00 16.17% Total Levy 14,221,880.00 16,042,936.00 12.80% *Police Station, Fire Hall, Public Works Building City of Hopkins 2019 Proposed Levy City of Hopkins Financial Management Plan Update Executive Summary September 11, 2018 2019 Proposed Budget \\lisa\share\FINANCE\FMP\2019 FMP\Hopkins FMP 2019 V3.xls 2018 2019 Tax Levy Budget Proposed General Fund 10,747,657 11,606,874 Capital Improvements 75,000 100,000 Arts Center 250,000 257,500 Pavilion - 40,383 Debt Service 3,149,223 3,658,429 Equipment Fund - 161,610 Total City Levy 14,221,880 15,824,796 % Increase 9.86%11.27% Additional Changes and Requests Parks and Forestry Worker - 57,250 Fire Tables and Chairs - 37,500 Comprehensive Plan Implementation - 25,000 Activity Center Part Time Worker - 5,000 Transfer to Depot - 5,000 Patching Automation Software-ERP - 50,000 E-Mail Threat Protection-ERP - 19,390 VPN Software-ERP - 19,000 Levy Required - 218,140 Total City Levy w/ Additions 14,221,880 16,042,936 % Increase 9.86%12.80% 2018 2019 Budget Proposed General Fund 1,093 1,191 Capital Improvements 8 10 Arts Center 25 26 Pavilion - 4 Debt Service 320 375 Equipment Fund - 17 Total City Levy per Home 1,446 1,624 $ Increase 150 178 Additional Iniatives to Consider Parks and Forestry Worker - 7 Fire Tables and Chairs - 4 Comprehensive Plan Implementation - 3 Activity Center Part Time Worker - 1 Transfer to Depot - 1 Patching Automation Software-ERP - 6 E-Mail Threat Protection-ERP - 2 VPN Software-ERP - 2 Additional Levy per Home - 25 Total Tax Levy per Home 1,446 1,649 $ Increase 150 203 Taxes for Median Value Home 2019 Proposed Budget/CIP/ERP Council Work Session September 11th, 2018 Tax Levy for General Operations Actual Proposed % Increase Purpose FY2018 FY2019 (Decrease) General Operations General Fund 10,747,657.00 11,736,624.00 9.20% Capital Levy 75,000.00 100,000.00 33.33% Arts Center 250,000.00 257,500.00 3.00% Pavilion Fund - 40,383.00 100.00% Equipment Replacement - 250,000.00 100.00% Total General Operations 11,072,657.00 12,384,507.00 11.85% General Fund Tax Levy Total Levy of $11,736,624 New Requests for 2019 $57,250 –Parks & Forestry Worker $37,500 –Fire Hall Tables & Chairs $25,000 –Comprehensive Plan Implementation $5,000 –Part Time Help at Activity Center $5,000 –Transfer to Depot Youth Operations Capital Levy Total Levy of $100,000 No change from FMP Funds projects at City owned buildings other that City Hall Upgrade 2019 Projects at Activity Center and Public Works Fund also includes: City Hall, Fire Hall and Police Station Arts Center Levy Total Levy of $257,500 3% Increase from 2018 Part of plan to eliminate deficit by 2024 Pavilion Fund Levy Total of $40,383 Previously included in FMP Interest Payments on Tax Abatement Bonds Principal payments begin in 2020 Equipment Replacement Levy Total of $250,000 Would fund three IT Requests Patching Automation Software -$50,000 E-Mail Threat Protection -$19,390 VPN Software/Equipment -$19,000 Overview of Tax Levy *Police, Fire, Public Works Actual Proposed % Increase Purpose FY2018 FY2019 (Decrease) Debt Levy Street Improvements 1,610,000.00 2,055,420.00 27.67% Equipment Certificates 332,484.00 414,735.00 24.74% City Owned Facilities*1,039,891.00 1,024,366.00 -1.49% Burnes Park 166,848.00 163,908.00 -1.76% Total Debt Levy 3,149,223.00 3,658,429.00 16.17% Overview of 2019 Debt Payments Total Debt Service of $6,979,267 Principal Payments of $5,050,000 Interest Payments of $1,929,267 Sources of 2019 Debt Payments Tax Levy 3,658,429.00 Special Assessments 489,087.00 Tax Increment 1,358,000.00 Water/Sewer/Storm/Refuse Funds 1,178,000.00 Park Improvement Fund 110,000.00 Interest Earned 9,500.00 Capitalized Interest 212,471.00 Total Collected for Debt Payments 7,015,487.00 2019 –2023 Equipment Replacement Plan 2018 Reductions $115,000 Police Video Data Server 2019 Additions Patching Automation Software -$50,000 E-Mail Threat Protection -$19,390 VPN Software/Equipment -$19,000 Increase for Squad/Body Cameras -$20,000 2019 –2023 Equipment Replacement Plan Includes $250,000 Levy in 2019 Does not include interfund loans 2019 projected ending working capital balance of $41,007 2019 –2023 Capital Improvement Plan 2019 Additions Capital Improvements $4,395,000 –City Hall o $4,245,000 –Capital Improvement Fund o $150,000 –Communications Fund $25,000 –Paint Public Works Building Pavilion Fund $28,000 –Sound System 2019 –2023 Capital Improvement Plan Capital Improvement Fund Includes $100,000 Levy in 2019 2019 projected ending working capital balance of $205,853 2019 –2023 Capital Improvement Plan Pavilion Fund Includes $40,383 Levy in 2019 2019 projected ending working capital balance of ($80,335) Would have positive net position Pavilion revenues exceed costs of sales, service & administration, but not 100% of depreciation 2018 2019 Tax Levy Budget Proposed General Fund 10,747,657 11,606,874 Capital Improvements 75,000 100,000 Arts Center 250,000 257,500 Pavilion - 40,383 Debt Service 3,149,223 3,658,429 Equipment Fund - 161,610 Total City Levy 14,221,880 15,824,796 % Increase 9.86%11.27% 2018 2019 Tax Levy Budget Proposed Additional Changes and Requests Parks and Forestry Worker - 57,250 Fire Tables and Chairs - 37,500 Comprehensive Plan Implementation - 25,000 Activity Center Part Time Worker - 5,000 Transfer to Depot - 5,000 Patching Automation Software-ERP - 50,000 E-Mail Threat Protection-ERP - 19,390 VPN Software-ERP - 19,000 Levy Required - 218,140 Total City Levy w/ Additions 14,221,880 16,042,936 % Increase 9.86%12.80% 2018 2019 Budget Proposed General Fund 1,093 1,191 Capital Improvements 8 10 Arts Center 25 26 Pavilion - 4 Debt Service 320 375 Equipment Fund - 17 Total City Levy per Home 1,446 1,624 $ Increase 150 178 Taxes for Median Value Home 2018 2019 Budget Proposed Additional Iniatives to Consider Parks and Forestry Worker - 7 Fire Tables and Chairs - 4 Comprehensive Plan Implementation - 3 Activity Center Part Time Worker - 1 Transfer to Depot - 1 Patching Automation Software-ERP - 6 E-Mail Threat Protection-ERP - 2 VPN Software-ERP - 2 Additional Levy per Home - 25 Total Tax Levy per Home 1,446 1,649 $ Increase 150 203 Taxes for Median Value Home Other Updates-Parking Parking Rate Increase Part of Fee Schedule on September 18th Agenda Renew Gallery Flats Lease in 2019 2018 2019 % Increase Daily 3$ 3$ 0.00% Monthly 35$ 36$ 2.86% Quarterly 83$ 85$ 2.41% Annual 268$ 276$ 2.99% Overnight/ Residential 32$ 35$ 9.38% Electric - Quarterly 90$ 100$ 11.11% Electric - Annual 320$ 350$ 9.38% Questions or Comments