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CR 95-152 Approve Proposed 1995 Levy \ y o . August 30, 1995 ~ I; '" o P K \ '" Council Report 95- 1 52 APPROVE PROPOSED 1995 LEVY, PROPOSED 1996 GENERAL FUND BUDGET AND SET BUDGET HEARINGS Proposed Action Staff recommends adoption of the following motion: Move that Resolution 95-75 "Approving proposed 1 995 Tax Levy Collectible in 1996. Adopting the Preliminary 1 996 General Fund Budget and Setting Public Hearing Dates", be adopted. Adoption of this resolution will enable compliance with the Truth in Taxation law enacted by the Minnesota Legislature. Overview The Truth in Taxation process requires specific action by the City Council. The City Council must adopt a proposed levy and set hearing dates in conformance with the statute. Additionally, a preliminary general fund budget must be established. Adoption of the actual budget will occur in December and at that time, the final levy and budget may not exceed those adopted at this . preliminary stage. Two options are presented for the general fund budget and the 1995 total tax levy. Budgets ranging from $6,572,000 to $6,592,000 would require an increase in the total tax levy from a 2.9% to 3.3%. Staff is recommending that Council select a proposed levy that will allow some flexibility when deliberating the final levy and budget after the public hearings. Primary Issues to Consider o How does the 1995 budget compare to the 1996 budget? o How does the proposed budget impact property taxes? Supporting Information . o Staff analysis of issues. o General Fund Departmental Budget Summary. o General Fund Revenue Summary. o Hopkins property tax impacts. o Resolution #95-75. o Public hearings calendar. /~/ /cM&; 6.6hn E. Schedl;r, Finance Director . . . Page 2 Council Report 95-152 STAFF ANALYSIS OF ISSUES Primary Issues to Consider o How does the 1995 budget compare to 19967 The staff is recommending that the Council adopt a preliminary budget within the range of the two options. These options maintain services with normal expenditure increases adjusted for inflation. Salary ranges and services/charges and supplies would increase by 3%. There is no change proposed in contingency but the landfill funding would be reduced $75,000 to a $100,000 level. There is still an uncertainty in the amount of landfill costs the general fund will need to absorb. .- . e To: Steve Mielke, City Manager John Schedler, Finance Director Bob wilsoA~ ''city Assessor Thursday, August 31, 1995 Property Tax Impacts From: Date: Subject: Attached are estimates of property tax impacts for the following scenarios: (#1) Freeze the tax levy at 1994-95 level (the levy before credits would be $4,953,600) (#2) Increase the tax levy 2.9 percent over 1994-5 (the levy before credits would be $5,098,000) (#3) Increase the tax levy 3.3 percent over 1994-5 (the levy before credits would be $5,117,000) The amount of HACA is estimated to decrease $39,251 or 4 percent. The City's total net tax capacity is flat, increasing $159,293 or 1 percent. RW/rr . . . PROPERTY TAX IMPACTS FOR HOPKINS TAXES PAYABLE 1995 VS. ESTIMATED TAXES PAYABLE 1996 Assumes a 4 percent increase in market value from 1994 to 1995. Dollar amounts are figured on the City's portion of the homestead tax. ICommercialllndustrial Estimated Market Value $ 196,000 1,125,000 Taxes Payable 1995 $ 2,451.54 14,071.34 Scenario #1 +$ 22.90 + 1 31 .45 Scenario #2 +$103.59 + 594.61 Scenario #3 +$116.85 + 670.68 Assumes no change in market value from 1994 to 1995. Dollar amounts are figured on the City's portion of the property tax. CITY OF HOPKINS PROPERTY VALUE AND TAX CAPACITY COMPARISON FOR 1994 AND 1995 8/30/95 TOTAL 1994 Estimated Market Value 1994 Tax Caoacitv $ 72,952,800 $ 3,122,110 90,285,600 4,073,913 324,564,700 4,709,208 104,468,600 3,386,040 922,100 17,375 $593,193,800 $15,308,646 1995 Estimated Market Value % Chance 1995 Tax Caoacity % Chanqe $ 69,348,800 -0.5 $ 2,960,462 -5.2 89,895,400 -0.4 4,054,364 -0.5 338,482,700 +4.3 4,959,712 +5.3 102,440,030 -1.9 3,358,714 -0.8 925,800 +0.4 1 7 ,43 1 +0.3 $601,092,730 + 1.33 $15,350,683 +0.3 . Commercial Industrial Residential Apartment + Other Commercial Industrial Residential Apartment Other * Includes: Mobile Home Park, Greenhouse, Nonprofit Commercial Industrial e Residential Apartment Other TOTAL Imorovement Amounts 1994 to 1995 $ 484,100 569,100 , ,025,800 o o $2,079,000 Commercial Industrial Residential Pavable 1995 Class Rates 4.60% 4.60% 1 st 72,000 @ 1 %, balance @ 2% non-homestead @ 2.3% 3.40% Pavable 1996 Class Rates 4.60% 4.60% 1 st 72,000 @ 1 %, balance @ 2%, non-homestead @ 2.3% 3.40% Apartment SUBURBAN HENNEPIN COUNTY CHANGES IN ESTIMATED MARKET FROM 1994 TO 1995 Commercial Industrial Residential Apartment . Total 1994 Estimated Market Value Total 1995 Estimated Market Value Improvement Amount 1994 to 1995 Overall Growth in Suburban Hennepin County (excluding improvement amt.} -2.3% + 16.9% +4.9% +2.2% $34,227,766,170 $36,471,215,600 $717,892,700 +4.5% . . . GENERAL FUND BUDGET EXPENDITURES 1995 Adopted 1996 Preliminary Option # 1 Option #2 General Government $ 1,156,800 $ 1,188,000 $ 1,188,000 Public Safety 2,556,900 2,695,000 2,695,000 Community Development 611,200 637,000 637,000 Public Works 1,572,900 1,617,000 1,617,000 Recreation 153,000 149,000 149,000 Insurance 28,900 30,000 30,000 UnalIocated 275,000 200,000 200,000 Special Projects - Salt StoragelBeach 35,000 500,000 50,000 Other (Hop-A-Ride) 10,300 6,000 6,000 Other Projects 20,000 $ 6,400,000 $ 6,572,000 $ 6,592,000 Notes: 1. Total City 1995 Levy will increase by 2.9% (option #1) or 3.3% (option #2). 2. The increases over the 1995 budget for salaries/fringes and most other charges and supplies was calculated at 3%. 3. Capital outlays increased $17,400, bringing the total to $116,000, just slightly over the normal target of$100,000. 4. A proposed increase of a half-time position in the Police Communications Center and the added patrol officer under the Federal COPS grant is included. 5. While there are significant changes in certain non-tax revenues, the net difference is a decrease of$8,500. Tax revenue after credits would increase $180,500 under option #1 and $200,500 under option #2. . GENERAL FUND Revenues - 1995 vs. 1996 1995 1996 Increases Adopted Option # 1 i % Tax Levy $ 4,143,500 $ 4,293,000 $ 149,500 3.6 Revenues Taxes after Credits $ 3,322,200 $ 3,502,700 $ 180,500 5.4 HACA 82],300 790,300 (31,000) 3.8 LGA 793,200 804,900 11,700 1.5 Interest 414,200 250,200 (164,000) (39.6) . Administration Fee 346,300 381,000 34,700 10.0 Other Revenues 702,800 842,900 140,100 19.9 $ 6,400,000 $ 6,572,000 $ 172,000 2.7% Note: Option #2 - Taxes after credits would be at $3,522,700 Tax Levy would be at $4,313,000 . . TAX LEVY ESTIMATE Difference 1994-5 1995-6 $ % General Fund $ 4,143,500 $ 4,293,000 $ 149,500 3.6 Equipment Replacement Fund 400,000 450,000 50,000 12.5 Park Bonds 298,400 248,000 (50,400) (16.9) Improvement Bonds 1] ],700 106,000 (5,700) (5.1 ) $ 4,953,600 $ 5,097,000 $ ]43,400 2.9% . . Note: Option #2 - General Fund Levy would be $4,313,000, a 4.1 % increase. Total City Levy would be $5,117,000, a 3.3% increase. . ~ (D (D en OJ C o G> m -I ""C C OJ r- (") :r: m )> :;:0 - Z G> en I . :: Q) C" - CD C. Q) r-+ CD VI 0' .., "' ::r CD (") ~ o ..., :r: o "C =" -. ~ VI . ~ ~ s. ~ ""';: I tJ ('<;) \) ~ C;)- ~ ""';: t./) l: ::I C. III '< s: o ::I C. III '< -I l: 10 VI C. III '< ~ C. ::I 10 VI C. III '< -I :::r l: ... VI C. III '< "'T1 ~. C. III '< en III - l: .., C. III '< W "C t.N ~ """'" w m ::J'"O) o ::!.. ::J'" a. co' CD ^' en 0) .... _ ~."'O a. ::J c 0) <0 cr .-+- -CD o' .-+- o 00 "C (') o C ::J .-+- '< """'" w .... v. """'" C\ 0.0 [l) 0 roo- _ c.... 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CD IT er <D CD Ol 3 CDCD~"""'< IT :;:..., <D- CD <: N <.00 ..., CDO ill N CD' 9' ::J)> (J1 ID 0 ::J 0 a.;a. ...... S' -f::>,.c O"~ C -. en 0 _. :::J ::J :::r CD <D en ID en ..., 0. S' IDCO di g ID ::J ~ CD 0 ..., ::J :T'< mO" m . . . Hennepj!lpp~g"ynty James M. Bourey, County Administrator August 11, 1995 James A. Genellie, City Clerk Hopkins City Hall 1010 1 st Street South Hopkins, Minnesota 55343 Dear Mr. Genellie: As required by the Truth in Taxation legislation, we are notifying you of the public hearing dates set for the Hennepin County Board of Commissioners, Metropolitan Special Taxing Districts and the school districts to discuss their proposed budget and property tax levy for 1996: Taxing District Hennepin County Metro Special Taxing Districts School District 270 School District 273 School District 283 Original Hearing December 12, 1995 December 4, 1995 December 7, 1995 December 6, 1995 December 5, 1995 Reconvened Hearing December 19, 1995 December 11, 1995 December 18, 1995 December 14, 1995 December 13, 1995 We are now asking that you set your city's dates and times for the original budget hearing and for a reconvened hearing. Although we will only be printing the original hearing date on the notice, the reconvened date needs to also be set at this time. The earliest date is November 29,.1 ~95 and the last date is December 20, 1995, ~9.Mi~M~~ m~:::~:~!~:!::!fiQln'::~~RY~::Q'~~r~l~I::p@":g'i!:g.~ Also, a reminder that the reconvened date must be at least 5 business days but no more than 14 business days after the initial DubHc hearing. Since usually the public hearings and the mailing address for comments remain the same, this year we are showing the 1994 data and asking you to confirm or update ~.~~~.,:i:~~if.i~~~~'::'~'~0~~~~~:~red by Minnesota Statute ,'~~~~'~~'Wtm(Q,::to.@}fQtl::o.a::l~fit Hennepin County General Services Taxpayer Servin's Di visil)n /\-600 I Iem1et,in County Cm'crnmcnt Center Minneapolis, MinneSl)ta 55487-0000 N.,', "\'l-/t'~ I Pdt),')' James Genellie August 11, 1995 page 2 The expense of preparing and mailing the Truth in Taxation notices is to be divided in thirds among the county, school and city. Each city's portion of the third will be determined by the number of parcels in your city. As in the past, you will be billed in December after the mailing costs have been determined. If you have any questions, please contact me at 348-5100. Sincerely, /lI1(' ro . V f , l d.~ j) \)yt~ Marie A. Kunze, Manager Property Tax Section MAK:djt Enclosure SCHOOL DISTRICTS AND CITIES . Allowable Publication Dates and Public Hearing Dates in Regard to Proposed Property Taxes for Payable 1996 IF INITIAL NOTICE OF CONTINUATION ADOPTION HEARING PUBLIC HEARING HEARING HEARING IN ] 995 MA Y BE PUBLISHED CAN BE HELD IF NEEDED CAN BE HELD * ON OR BUT NOT ONOR BUT NOT ON OR BUT NOT IS ON: AFTER: LATER THAN: AFTER: LATER THAN: AFTER: LA TER THAN: NOV. 29 NOV. 20 NOV. 27 DEe. 06 DEe. 19 NOV. 30 DEe. 28 NOV. 30 NOV. 21 NOV. 28 DEe. 07 DEe. 20 DEe. 01 DEe. 28 DEC 01 NOV. 22 NOV. 29 DEe. 08 DEe. 20 D EC 02 DEC 28 DEe. 02 NOV. 24 NOV. 30 DEe. 08 DEe. 20 DEe. 04 DEe. 28 DEe. 04** NOV. 24 NOV. 30 DEC 11 DEe. 20 DEe. 05 DEe. 28 DEe. 05 NOV. 27 DEe. 01 DEe. 12 DEe. 20 DEe. 06 DEe. 28 DEe. 06 NOV. 28 DEe. 04 DEe. 13 DEe. 20 DEe. 07 DEe. 28 DEe. 07 NOV. 29 DEe. 05 DEe. 14 DEe. 20 DEe. 08 DEe. 28 DEe. 08 NOV. 30 DEe. 06 DEe. 15 DEe. 20 DEe. 09 DEe. 28 DEe. 09 DEe. 01 DEe. 07 DEe. 15 DEe. 20 DEe. 11 DEe. 28 . DEe. 11** DEe. 01 DEe. 07 DEe. 18 DEe. 20 DEe. 12 DEe. 28 DEe. 13 DEe. 05 DEe. 11 DEe. 20 DEe. 20 DEe. 14 DEe. 28 DEe. 14 DEe. 06 DEe. 12 DISALLOWED DEe. ]5 DEe. 28 DEe. ]5 DEe. 07 DEe. 13 DISALLOWED DEe. 16 DEe. 28 DEe. ]6 DEe. 08 DEe. 14 DISALLOWED DEe. 18 DEe. 28 DEe. ]8 DEe. 08 DEe. 14 DISALLOWED DEe. 19 DEe. 28 DEe. 20 DEe. 12 DEe. 18 DISALLOWED DEe. 21 DEe. 28 * The "on or after" dates shown for your adoption hea ring assume that no continuation hearing is held. If a continuation hearing is held, the levy adoption hearing could be held no earlier than one day after the continuation hearing. ** Cities and school districts in the seven county metropolitan area are disallowed from using the hearing dates of December 4 and 11 because these are the dates set aside by statute for the metropolitan special taxing districts to hold their initial hearings and continuation hearings. NOTE: (]) School district and city initial or continuation hearings on proposed property taxes for taxes payable in ] 996 cannot be held on Decem ber 3, 10, or 17 in 1995 since these are Sundays; and December 12 or 19 in 1995 since these are the dates set aside for county initial hearings and continuation hearings, res pectively. . (2) Ifthe initial hearing is held after December 13, in 1995, a continuation hearing is not allowed since the continuation hearing must be held at least 5 business day's after the initial hearing. CITY OF HOPKINS . Hennepin County, Minnesota RESOLUTION NO. 95-75 A RESOLUTION APPROVING PROPOSED 1995 TAX LEVY COLLECTIBLE IN 1996, ADOPTING THE PRELIMINARY 1996 BUDGET, AND SETTING PUBLIC HEARING DATES BE IT RESOLVED BY THE COUNCIL OF THE CITY OF HOPKINS, MINNESOTA., that the following sums of money be levied for the current year collectible in 1996 upon the taxable property in said City of Hopkins, for the following purposes. Option # 1 Option #2 General Fund Equipment Replacement Fund General Obligation Bonds Improvement Bonds Total Levy $4,293,000 450,000 248,000 106.000 $5,097,000 $4,313,000 450,000 248,000 106.000 $5,117,000 This levy is made based on current law and the 1996 General Fund Budget of $6,572,000 $6,592,000. . Provision has been made for the payment of the City's contributory share to the Public Employees Retirement Association. Provision has also been made for the payment of principal and interest on the following bond issues: Redevelopment Bonds 5-1-88 & Refunded 10-15-93 G.O. Sewer Revenue Bonds 12-1-89 & Refunded 10-15-93 Redevelopment Bonds 12-1-89 & Refunded 10-15-93 Park Bonds 3-1-90* & Refunded 10-15-93* Refunding Bonds 3-1-90 & Refunded 10-15-93 *Levy Improvement Revolving Bonds 3-1-90* Redevelopment Bonds 5~22-91 Refunding Bonds (Taxable) 2-1-92 Improvement Revolving Bonds 8-1-92 * Public hearing date for the 1996 budget is ,1995, with a continuation date of , 1995. BE IT FURTHER RESOL VED, 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 at a regular meeting of the Council held this 5th day of September, 1995_ . ATTEST: By Charles D. Redepenning, Mayor James A. Genellie, City Clerk