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VII.3. Resolution Approving Proposed 2023 Levy, Proposed 2023 General Fund Bund Budget and Set Budget Meeting Date; BishopSeptember 6, 2022 Council Report 2022-079 APPROVE PROPOSED 2023 LEVY, PROPOSED 2023 GENERAL FUND BUDGET AND SET BUDGET MEETING DATE Proposed Action. Staff recommends that the Council approve the following motion: Approve Resolution 2022-056 approving proposed 2023 tax levy, debt service levies at levels under those required in bond covenants, proposed general fund budget, and setting budget meeting dates”. Adoption of resolution 2022-056 will set a maximum tax levy for 2023, will set debt levies at amounts sufficient to pay debt service requirement taking into consideration other revenue sources and fund reserves, approve a proposed 2023 general fund budget and set the Truth in Taxation hearing for Wednesday, November 30, 2022. Overview: The City is required to certify a proposed tax levy and submit to Hennepin County by September 30th. Approval could happen on September 6th or 20st. This will be the maximum levy for 2023 and can only be reduced. The certified levy amount is also used for truth in taxation notices. The City must hold a public hearing on the budget between November 25th and December 28th. The proposed date of November 30th would allow time to consider comments heard at the public hearing before passing a final tax levy and budget. The date does not conflict with public hearings of Hopkins School District or Hennepin County. A proposed tax levy and budget has been prepared and reviewed. Adoption of the final budget will occur in November or December 2022 following the public hearing. Supporting Information: • Overview of Preliminary Tax Levy and General Fund Budget • 2023 Preliminary General Fund Budget • 2023 Tax Levy Summary • Truth in Taxation Insert • 2023 Budget Preparation Schedule • Resolution 2022-056 ________________________________________ Nick Bishop, Finance Director Overview of Preliminary Tax Levy and General Fund Budget A draft version of the 2023 Budget and Tax Levy was prepared by staff and presented to City Council on July 12th. The City also hosted a budget engagement session on August 15th that reviewed the same version of the budget and tax levy. City Council has directed staff to look for reductions before the preliminary levy is adopted. 2023 General Fund Budget The proposed 2023 General Fund Budget will meet the needs of the community and provide the services residents have come to expect. The budget being presented includes the addition of two full time employees: • Building Inspector – $116,000 o Funded through increased revenues • Fire Command Officer – $55,000 o Funded through general fund tax levy o Proposed start date delayed from January 1st to July 1st when compared to original request presented on 7/12/2022 The General Fund budget is balanced. Revenues and expenditures are both set at $17,188,440, a $1,014,820 or 6.27% increase from 2022. The general fund tax levy needed to support this budget is $13,935,781, a $716,042 or 5.42% increase from 2022. General Fund Surplus The City is projected to have a surplus in the general fund of $1,196,479 at the end of 2022. The proposed 2023 Levy, 2023 General Fund Budget, Capital Improvement Plan and Equipment Replacement Plan use $1,158,214 of the surplus. A remaining balance of $38,265 would be available for other purposes. The City also has $400,000 of unallocated ARPA funds. Fund/Use Amount Fire Department Staffing Study $100,000 (high end estimate) Capital Improvement Fund/2024 Projects $427,650 PIR Fund/Street Lighting $290,000 Equipment Replacement Fund $220,564 Pavilion/Indoor Turf System $120,000 Total $1,158,214 Overview of Preliminary Tax Levy and General Fund Budget (Continued) 2023 Burnes Park Debt Service Levy The 2017 project was funded through the issuance of general obligation bonds over a 15-year period with the final payment occurring in 2033. Debt service payments have been paid with both tax levy and park franchise fees. The preliminary levy uses $50,000 of park franchise fees for this purpose and reduces the debt levy by the same amount when compared to the draft tax levy presented on 7/12/2022. 2023 Tax Levy The 2023 Tax Levy has been prepared based on debt service needs, preliminary ERP/CIP documents and initial budgets for special revenue funds. The total tax levy is $18,766,224, this is a $626,124 or 3.45% increase from 2022. Based on preliminary tax capacity information, city taxes on a median value home ($361,000) would be $2,188, which is a $185 increase from 2022. City of Hopkins General Fund Revenue Budget For the Year Ending December 31, 2023 PRELIMINARY September 6, 2022 Department 2022 Budget 2023 Budget % Increase (Decrease) Property Taxes 13,304,739 14,020,781 5.38% Intergovernmental Revenue Local Government Aid 880,066 925,794 Intergovernmental Revenue - Other 622,000 705,000 Total Intergovernmental Revenue 1,502,066 1,630,794 8.57% Licenses, Permits & Fines Court Fines & Penalties 176,000 176,000 Building Permits & Inspections 475,500 557,000 Inspection Fines & Citations 2,500 3,000 City Clerk - Business Licenses 7,000 8,000 PD - Liquor, Animal Licenses & Penalties 98,300 101,800 Fire - Licenses & Permits 2,300 4,000 Public Works - Licenses & Permits 19,415 19,415 Planning & Zoning - Licenses & Permits 1,000 1,000 Total Licenses, Permits & Fines 782,015 870,215 11.28% Charges for Service Finance Department 5,500 5,500 Assessing 3,000 3,000 Inspections 109,400 175,450 Police 35,000 35,000 Fire 10,500 10,500 Public Works 3,150 3,150 Activity Center 90,000 94,300 Total Charges for Service 256,550 326,900 27.42% Miscellaneous Revenue Franchise Fees 296,200 296,200 Miscellaneous 15,250 20,250 Finance Department 3,000 3,000 Police 500 500 Fire 3,500 3,500 Public Works 5,300 5,300 Activity Center 4,500 11,000 Total Miscellaneous 328,250 339,750 3.50% Total Revenues 16,173,620 17,188,440 6.27% City of Hopkins General Fund Expenditure Budget For the Year Ending December 31, 2023 PRELIMINARY September 6, 2022 Department 2022 Budget 2023 Budget % Increase (Decrease) City Council 104,699 105,851 1.10% Administrative Services 912,950 1,020,031 11.73% Finance 462,665 488,794 5.65% Legal 225,000 225,000 0.00% Municipal Building 380,901 380,832 -0.02% Assessing 244,158 256,089 4.89% City Clerk 219,803 245,466 11.68% Inspections 904,960 1,062,119 17.37% Police 6,417,543 6,958,766 8.43% Fire 1,616,824 1,633,390 1.02% Public Works 3,509,559 3,632,027 3.49% Recreation 295,475 306,993 3.90% Activity Center 466,388 486,192 4.25% Planning & Zoning 204,784 170,842 -16.57% Community Development 118,711 126,848 6.85% Tuition Reimbursement 19,200 19,200 0.00% Contingency 50,000 50,000 0.00% Transfer to Other Funds 20,000 20,000 0.00% Total Expenditures 16,173,620 17,188,440 6.27% City of Hopkins Tax Levy For the Year Ending December 31, 2023 PRELIMINARY September 6, 2022 Actual Preliminary % Increase Purpose FY2022 FY2023 (Decrease) General Operations General Fund 13,219,739 13,935,781 5.42% Capital Levy 50,000 - -100.00% Arts Center 339,317 347,697 2.47% Pavilion Fund 418,000 340,000 -18.66% Equipment Replacement - 250,000 100.00% Permanent Improvement 110,000 - 100.00% Total General Operations 14,137,056 14,873,478 5.21% Debt Levy 4,003,044 3,892,746 -2.76% Total Levy 18,140,100 18,766,224 3.45% 2023 Proposed Tax Levy On September 6, 2022 City Council adopted a 2023 proposed tax levy of $18,766,224 or a 3.45 percent increase from 2022. The City Council will meet and discuss the proposed tax levy throughout the fall. The final levy adopted in December must be at or lower than this amount. The levy provides for the continuation of outstanding customer service by City workers, exceptional police and fire protection and helps maintain a vibrant, authentic downtown. The tax levy supports the services listed in the chart to the right: Proptery Tax Overview The City portion of your property taxes may go up or down at a different rate than the City’s overall tax levy. This is due to several factors, including the change in the value of your property and the changes in the values of other properties in Hopkins. Your property taxes are divided among several taxing entities. In 2022, approximately 43 percent of your taxes went toward City Services and 57 percent to other taxing jurisdictions. How Can I participate in the Budget Process? Public participation is an important part of establishing a budget that meets the needs of our community. The City previously hosted a budget engagement session on August 15. The session was recorded and available for viewing on the City’s website at www.hopkinsmn.com/466/City-Budget-Process. The Hopkins City Council will hold a public hearing Wednesday, November 30, to give taxpayers the opportunity to comment on the proposed budget and tax levy. Written comments may also be submitted to the City in advance and can be sent to nbishop@hopkinsmn.com or through the City’s website at www.hopkinsmn.com/466/City-Budget-Process. Activity Center 1.8% Capital Projects & Debt 22.2% General Govt 14.3% Public Safety 39.8% Public Works 11.2% Parks & Rec 7.0% Hopkins Pavilion 1.8% Art Center 1.8% Property Taxes Paid (2022) City of Hopkins/HRA 42.9% Hopkins School District 26.5% Hennepin County 26.1% Metro Taxing District 1.4% Other Special Taxing Districts 3.1% City of Hopkins 2023 Budget/Tax Snapshot September 6, 2022 City of Hopkins 2023 Budget Preparation Schedule for City Council The following table outlines the tentative schedule for discussions on important aspects of the City’s Budget and American Rescue Plan Act (ARPA) Spending Plan. Meeting Date Meeting Type Subject Details April-July N/A Internal Preparations -2021 Audit Ongoing -Departments Prepare Budgets, Equipment Replacement and Capital Improvement Schedules July 12 Work Session Review 2023 Tax Levy and General Fund Budget -First Draft August 8 Work Session Review Capital Improvement Plan (CIP) and Equipment Replacement Plan (ERP) -Equipment Replacement Fund -Park Improvement -Capital Improvement August 15 Community Event Review 2023 Tax Levy and General Fund Budget -Presentation -Question and Answer Session September 6 Regular Meeting -Approve Preliminary Tax Levy and General Fund Budget -Approve CIP and ERP -Preliminary Levy must be approved by September 30 -Permanent Improvement Revolving Fund (Street Projects) October 11 Work Session Review, Special Revenue Fund Budgets, Enterprise Fund Budgets, Activity Center Budget and Utility Rates -Water -Sewer -Storm Sewer -Refuse -Pavilion -Communications -Chemical Assessment -Parking -Economic Development -Depot -Activity Center -Arts Center September 6, 2022 City of Hopkins 2023 Budget Preparation Schedule for City Council Meeting Date Meeting Type Subject Details November 1 Regular Meeting Approve Utility Rates November 30 Regular Meeting (Wednesday) Truth in Taxation Hearing -Overview of 2023 Budget and Tax Levy -Public Comment December 6 Regular Meeting Approve Final Budget & Tax Levy -Final Levy must be approved by December 28 CITY OF HOPKINS Hennepin County, Minnesota RESOLUTION NO. 2022-056 RESOLUTION APPROVING THE PROPOSED 2023 TAX LEVY, SETTING DEBT SERVICES LEVIES AT LEVELS UNDER THOSE REQUIRED IN THE BOND COVENANTS, APPROVING THE PROPOSED 2023 BUDGET, AND SETTING BUDGET MEETING DATE BE IT RESOLVED BY THE COUNCIL OF THE CITY OF HOPKINS, MINNESOTA, That the following sums be levied for 2023 upon the taxable property in the City of Hopkins, for the following purposes. General Levy General $14,873,478 Special Levies Debt Levies 2014A GO Bonds 100,000 2015A GO Street Reconstruction Bonds 255,000 2015B GO Tax Abatement Bonds 125,000 2016A GO Improvement Bonds 102,000 2016B GO Tax Abatement Bonds 37,411 2016C Equipment Certificates 205,000 2017A GO Street Reconstruction Bonds 940,000 2017B GO Tax Abatement Bonds 111,860 2018A GO Equipment Certificates 80,535 2018A GO Improvement Bonds 435,000 2019A GO Bonds 315,000 2019B GO Refunding Bonds 118,300 2020A GO Bonds 194,993 2020B GO Refunding Bonds 322,537 2021A GO Bonds 212,717 2022A GO Bonds 337,393 Subtotal Special Levies 3,982,746 Total Levy $18,766,224 That based upon staff analysis of specials assessments currently levied for Permanent Improvement Bonds, alternative revenue sources for the Capital Improvement Bonds and Equipment Certificates, and available reserves within all debt service funds listed below, that the debt service levies for 2023 for the following issues be levied at amounts less than that provided by the bond covenants. Net Debt Bond Issue Service Levy $1,895,000 G.O. Improvement Bonds of 2014A (B2964) $ 100,000 $4,100,000 G.O. Street Reconstruction bonds of 2015A (B3031) $ 255,000 $4,335,000 G.O. Improvement Bonds of 2016A (B3123) $ 102,000 $1,875,000 G.O. Bonds of 2016C (B3020) $ 205,000 $11,795,000 G.O. Street Reconstruction Bonds of 2017A (B3198) $ 940,000 $3,170,000 G.O. General Obligation Bonds of 2017B $ 111,860 $6,715,000 G.O. Bonds of 2018A (B3024) $ 435,000 $3,285,000 G.O. Tax Abatement Bonds of 2018B (B3023) $ 0 $12,185,000 G.O. Bonds of 2019A (B3025) $ 315,000 $2,015,000 G.O. Refunding Bonds of 2019B (B3026) $ 118,300 That the Proposed 2023 General Fund Budget be set at $17,188,440. That the budget meeting to discuss the 2023 budget and tax levy be set for November 30, 2022 at 7:00 PM in the City Council Chambers. BE IT FURTHER RESOLVED that the City Clerk is hereby ordered and directed to transmit a certified copy of this resolution to the County Auditor of Hennepin County, Minnesota. Adopted by the City Council of the City of Hopkins this 6th day of September 2021. By Patrick Hanlon, Mayor ATTEST: Amy Domeier, City Clerk