HomeMy WebLinkAbout08-28-13 WSCITY OF LAKEVILLE
CITY COUNCIL WORK SESSION MINUTES
August 28, 2013
Mayor Little called the meeting to order at 6:30 p.m. in the Marion Conference Room at City
Hall.
Members Present: Council Members Swecker, LaBeau, Anderson, and Davis, and Mayor
Little
Staff Present: Steve Mielke, City Administrator; Dennis Feller, Finance Director; Julie
Werner, Accountant; Judi Hawkins, Deputy City Clerk
2. Citizen Comments
There were no citizen comments.
3. Proposed Preliminary Budget
Steve Mielke stated that at the July 24 1 '' work session, following review of the proposed
maximum levy, Council requested staff prioritize additions to the 2014 -15 budget and tax levy,
for discussion purposes. Staff has addressed the budget in this way and in addition has
provided information on tax impacts with the objective to receive direction from Council on a
maximum tax levy and a proposed 2014 budget.
Dennis Feller reviewed previous discussions by Council and staff and requested direction and
guidance from the Council in setting a framework for adopting a preliminary budget and tax
levy on September 16. Feller stated that several assumptions need to be made:
• Resumption of growth
• Emerging trends
• Aging infrastructure
• Inflationary pressures
• Legislative mandates
Swecker asked what is the status of the visioning process and if results of that will be available
to assist with budget decisions by being aware of the community's priorities. Mielke stated
that Envision Lakeville results will be provided to Council at a work session on September 3.
4. Budget Discussion Topics
Feller stated that the proposed budget assumes a steady upward trend of growth, which will
impact the two -year budget as well as planning for future capital improvements such as the
County Road 50 corridor. Staff is recommending lowering the fund balance to 40% and
appropriating those unencumbered fund balances to the equipment fund ($1.8M); the
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August 28, 2013
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building fund to finance major maintenance projects in all facilities for the next five years
($590,000); and for Emerald Ash Borer control ($45,000).
Of the 5.5% proposed increase in property taxes, 2.2% would be carried by growth in the tax
base due to new construction, leaving a 3.3% net increase in taxes to be spread over existing
residents. Taking into account that 1.2% of that increase is for the street reconstruction
improvements, the net increase for services is 2.1 %. Swecker asked if conservative figures are
being used for the growth. Feller stated that the 2.2% is based on the actual increase as of
December 31, 2012. Future growth is projected to be 340 dwelling units in 2014, 370 in 2015.
Staff believes these projections are achievable based on economic conditions and trends.
Additional growth means added needs and costs to maintain service levels and infrastructure,
a high priority to Lakeville residents.
To assist with considering the 2014 tax levy, staff formulated five scenarios of tax impact on a
median value home ($225,000) ranging from maintaining the same tax levy as 2013 with no
increase, to an increase of 5.5 %. Feller stated that with the divergence in property values, there
would be various impacts on actual dollars of increases or decreases.
Anderson asked how the connections can be made between the various funds available and
how choices are made as to how to distribute those funds. Little stated that it is important to
look at the details before seeing the big picture. Mielke added that the budget is premised on a
certain use of funds and where tax dollars are allocated; the decision is the bottom line. In the
past fund balances have been used for operating costs; this budget proposes that fund balances
are not used for operations. If the Legislature re- imposes levy limits the levy will be set at a
lower amount and where dollars are spent may impact next year's budget. The City can issue
bonds for equipment purchases, but not for operating dollars.
Feller discussed major cost drivers which have resulted in increases over the 2013 adopted
budget and proposed prioritization of budget additions which would be supported by property
taxes include legislative mandates, debt management, infrastructure improvements, and other
budget line items. Staff continued to discuss the budget in detail by line items and provided
additional information as requested.
Mielke reiterated that the objective is to get to a 2014 preliminary levy and budget. Council
has expressed that maintaining existing infrastructure is a high priority. Priorities need to be
discussed to determine if the Council is willing to decrease other categories at the expense of
infrastructure.
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Swecker asked for information on the school district levies and how they might affect
taxpayers. Swecker would like residents to know that the City is working with the school
districts. LaBeau believes that a large number of people choose whether to move to a
community based on the school district. Little stated that decisions on the City's budget
should be based on what's best for the City and not what other agencies are doing, including
the state and the county. LaBeau believes taxpayers basically look at and care about the
bottom line on their tax statements. Davis stated it is important to know what the school
districts are doing in order to run the city most efficiently. Staff will provide more school
district levy information to Council at the September 9 work session.
The cumulative total of the proposed tax levy is $24,264,040, which is a 5.1% increase. After
adjusting for growth, the impact is 2.3 %. Feller stated that the Legislature could impose levy
limits again, as they have done in the past. Mielke explained that the Legislature imposed levy
limits for what was supposed to be one year, but at the same time they were adding LGA to the
state -wide payment system. If LGA is not effective in encouraging cities to lower their taxes,
there is a strong possibility that levy limits could be put on again. In 2013 the Legislature
allowed a 3% levy over 2012, regardless of whether it was a growing community. Staff
recommends strategically appropriating funds in an effort to protect the City's ability to
respond to future levy limits.
5. Responses to July 24 Work Session
The biannual community survey is scheduled to be conducted in 2014. Swecker asked if the
results of the visioning process could replace a community survey. Mielke stated that although
the visioning process was statistically valid, the information gathered is not typical of a
community survey. Council members suggested the next survey wait until 2015.
Proposed personnel changes which would be paid with taxes were discussed, including part
time code enforcement and engineering tech. Contingency fund includes health care
increases. Positions paid for with fees, or revenues, include utilities and inspections. Little
stated that any new personnel needs to be justified, i.e., forester, and options explored. Mielke
stated that several department directors will be at the September 9 11, budget meeting to discuss
justifications for staff increases. Mielke stated that with the new growth some personnel will
be needed and ongoing services shouldn't be sacrificed. Little added that options can be
explored for personnel.
LaBeau asked for clarification on the cost of trail maintenance and replacement and believes it
is important for people to understand the total costs. Feller added that a trail management
fund was established two years ago for those expenditures and is funded from liquor revenues.
Little stated that Council has expressed a desire to support road and trail maintenance.
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Mielke encouraged Council members to look at the whole picture and remember that the City
is currently experiencing growth and is also experiencing aging infrastructure. Council has
expressed that maintaining infrastructure is a priority since it is good for neighborhoods and
saves on pavement management costs. Council needs to look at service levels and decide if
maintaining infrastructure needs to be at the expense of services, if it's not possible to do it all.
LaBeau believes the visioning process will provide indications of the residents' priorities.
Feller provided clarification on the budget and the process of distributing costs over several
years. He explained policies of city budgeting: 1) revenues equal expenditures, 2) there are no
new services financed by taxes, 3) balancing short term and long term and general fund
transfers to avoid peaks and valleys. Mielke stated that by spending fund balances to lower the
levy, the potential exists to be capped at that amount by the Legislature. The city can be
somewhat protected by positioning funds to cap - eligible funds. Due to the variance in
property values, some residents will see an increase and some will see a decrease in their taxes.
Little added that Lakeville's tax goals needs to be compared to cities within the region and not
those in the northern suburbs. Swecker believes Lakeville should stay in the bottom one -third
of Dakota County cities. Davis stated that maintaining the current efficiencies are important.
Little suggested that some principles be defined to guide staff in arriving at a proposed budget.
These principles might include being most efficient and looking for areas to cut costs. Mielke
stated that Council look at how to use the fund balance and how other funds are being used;
staff has gone line by line to make sure the budget is as lean as possible. Davis said he would
prefer not to go line by line, but look at the overall picture. Council members generally agreed
that 5.1 % is higher than they would like to approve.
Mielke stated that it has been beneficial for Council to express their priorities and provide
guidelines on the budget. Little believes that the need for additional personnel is difficult to
perceive as it does not seem to be an obvious expenditure. Mielke stated that department
directors will be invited to the September 9 work session to discuss justifications for the staff
increase requests. Employee benefits and increases were discussed and Council members were
supportive of increases, but thought there might be some options for a smaller than proposed
health insurance increase of 12 %.
6. Future Work Session Agendas
Future work sessions will be held on September 9, September 23, and October 28.
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Anderson brought up the recent gravel mining issue and asked if the item could be continued
to a future meeting, since there are several citizen concerns which need to be heard. Staff will
contact the applicant and ask to bring the item forward at the September 16 I meeting.
7. Adjourn
Mayor Little adjourned the meeting at 9:15 p.m.
Respectfully submitted,
J d' Hawkins, Deputy Clerk
MattAttle, Mayor