HomeMy WebLinkAboutItem 04.aMemorandum
To: Mayor and City Council
From: Steve Mielke, City Administrator
Dennis Feller, Finance Director
Date: November 12, 2013
Subject: Preliminary Tax Levy- Proposed Revisions
ITEM 4.a
City of Lakeville
The City Council expressed interest at the September 9 work session and the September 16
Council meeting in reviewing potential further reductions in the preliminary 2014 tax levy.
Staff is providing the following list of tax levy revisions for Council consideration. A summary
of the revisions is shown at the end of the memorandum.
A. Contingency (health insurance). The City Council, at its November 4 meeting,
approved the 2014 employee health insurance rates. As such, the General Fund
Contingency account can be reduced by ($39,760).
B. Police Department: Lexipol risk management program. The proposed 2014
budget include appropriations ($8,950) for the Lexipol risk management program to
assist with training police officers and identification of risk management issues. The
Police Department has implemented a regular in -house risk management training
initiatives and therefore is recommending removal of the Lexipol program.
C. Liability Insurance premiums. The preliminary budget provided $83,463 of
appropriations in anticipation of liability insurance premium increases. LMCIT 2014
unanticipated rebates ($21,808) can be appropriated to reduction of the premium
increases.
D. Heritage Center - capital outlay. The preliminary 2014 General Fund budget
included appropriations ($24,263) for capital outlay items to enhance the revenue
opportunities for the facility. The dishwasher will be replaced in 2013 and financed
with increased operating revenues in order to efficiently comply with Minnesota
Department of Health regulations. Based on the experiences of the first full year of
operation, 50 chairs and 15 tables are needed to accommodate facility rental
opportunities; therefore the acquisition will be financed from the decreased
expenditures and increased revenues. All other capital items will either not be
purchased or financed with donations.
E. Heritage Center - operations (net). Revenues from facility rentals, memberships and
punch cards continue to exceed budget estimates. The preliminary budget for
Recreation and Heritage Center as well as the tax levy can be reduced by $3,565. An
overview of Recreation and Heritage Center programs is discussed in the attached
memorandum (Exhibit A)
F. Street Department: round -about landscaping. Staff is recommending the budget
be amended to provide appropriations for contract landscape maintenance of the
newly constructed round -about at Dodd Blvd /Highview Avenue and 205th /Kenrick
Avenue. The financing would be derived from the tax levy reductions shown above.
G. Parks Maintenance. The proposed budget and tax levy included appropriations for
Tree Trust labor ($1,500), materials for Tree Trust and Eagle Scout projects ($10,000),
floor replacements at the Parkview warming house ($5,700) and tree plantings
($12,000). Staff is recommending these items be added back to the budget and
financed with expenditure reductions noted above. A discussion of the community
benefits of each of these projects is provided in the attached memo (Exhibit B) from
John Hennen.
H. Transfer from Communications Fund. Authorize the transfer of $55,000 from the
Communications Fund to finance the 2014 election process. This is a one -time tax
levy reduction as there are no elections in 2015.
A summary of revisions to be considered is shown below; a list of tax priorities is attached as
Exhibit C
Total
Expenditure reductions
A Contingency (health insurance) (39,760)
B Police - Lexipol risk management (8,950)
C Insurance premium increase (21,808)
D Heritage Center - capital outlay (delete) (24,263)
E Heritage Center - operations (net) (3,565) (98,346)
Expenditure additions
F Street Dept: Round -about landscaping 1,870
G Parks - Tree Trust /Eagle Scout projects materials 10,000
G Parks - Tree Trust labor 1,500
G Parks - floor replacements 5,700
G Tree Plantings 12,000 31,070
Revenue Enhancements
H Transfer from the Communications Fund (55,000)
Net changes in tax levy (122,276)
Preliminary 2014Tax Levy $ 23,984,269
Proposed Revised Tax Levy $ 23,861,993
Memorandum
EXHIBIT A City of Lakeville
Parks & Recreation
To: Honorable Mayor and Members of the City Council
Steve C. Mielke, City Administrator
Brett Altergott, Parks & Recreation Director
Dennis Feller, Finance Director
From: John Hennen, Park Maintenance & Operations Mgr
Copy: Mark Kruse, Parks Supervisor
Date: October 31, 2013
Subject: Park Major Maintenance items removed from 2014 -15 Budget
The City Council, at its September 16th meeting, approved a $23.9 million dollar preliminary
2014 tax levy. As part of the approval, there was a list of programs as part of the budget
proposal which were considered but not added to the budget which included 14 Park
Maintenance line item projects. Staff realizes it is a challenge for the Mayor and City Council
to determine which programs shall be considered as part of the budget and which shall not.
However, staff felt it was necessary to share with you the ramifications of a few of the Park
Major Maintenance items noted below that did not get approved as part of the preliminary
2014 tax levy.
1. Tree Trust / Eagle Scout projects - $10,000
Since 2007, 45 park related projects have been completed by individual Boy Scouts to
fulfill obligations to achieve the status of becoming an Eagle Scout. Some examples of
the projects the scouts completed are as follows:
• Paint /staining of buildings and shelters throughout the system
• Construction of volleyball courts including installation of timber borders
• Relocation of horseshoe pits including installation of timber borders
• Installation of modular block planter beds around park identification signs
• Construction and installation of portable restroom enclosures
• Removal of Buckthorn
• Construction of concrete slab for motorcycle parking
• Construction of concrete slab extensions at dugouts
• Tear off and re- shingling of shelters
• Concrete installation of sleeves at disc golf course
• Construction of planting gardens at Veterans Memorial site
• Reconditioning of warming houses
• Removal of undesirable vegetation /installation of wood chips on nature trails
• Installation of a tree nursery including planting of 150 trees at the CMF
Since 1986, the City has contracted with Tree Trust to complete projects such as modular
block wall construction, Land of Amazement (playground) staining, replacement of
deteriorating block wall and capstone, renovation of exterior of warming house and
construction of boardwalk over wetland to name a few.
These types of projects, along with numerous others, provide significant improvements and
enhancements to the park system with minimal labor costs that would not have been
completed at all or in a timely fashion by staff without the work of the scouts and Tree Trust.
2. Tree Trust Contract Labor - $1,500
As noted above, Tree Trust completes meaningful projects in our Parks system. $1,500
would provide a crew to work 4.5 weeks on a project during the summer.
3. Parkview Warming House Replacement - $5,700
As part of the $12,700 line item, repairs are proposed for the Parkview warming house
to repair the sunken floor on the north side of the building, along with the installation
of new carpet at a total cost of $5,700. Staff believes the sunken floor is a potential
safety hazard.
4. Tree Plantings - $12,000
Drought conditions have occurred over the last three summers which resulted in the
death of numerous trees in our system which necessitates the need for tree
replacement. Also a storm last summer destroyed approximately 85 trees many of
which still need replacement. Staff would also like to systematically remove and
replace poor Ash trees in our system in preparation for the presence of the Emerald
Ash Borer.
Sentence to Service (STS) Contract Labor
The Mayor and Council also indicated that there are additional budget line items which they
may consider deleting from the tax levy prioritization list to further reduce the 2014 tax levy.
The next item on the priority list as presented is the Sentence to Service (STS) agreement at a
cost of $20,000.
Since 1992, the City has utilized STS work crews annually through a contract with Dakota
County. During 2012 alone, STS contract crews worked 49 days, averaged nine crew
members per day and logged 2,647 work hours which equated to $6.75 per work hour. These
crews complete a variety of park and City projects such as:
• Installation of drain tile in playground areas
• Kenwood Trail Disc Golf Course clearing /grubbing /construction
• Push mowing athletic decks during excessive wet periods
• Re- fluffing of all fibar in playgrounds to meet ADA requirements
• Pick up of debris /trash throughout the entire park system
• Scraping and painting of ice rink hockey boards
• Raking and maintaining tee boxes at disc golf course
• Beach retaining wall repairs
• Fibar installation in playground areas
• Weed -whip and spread wood chips on nature trails
• Weed -whip in parks and on boulevards
Because of the cost effectiveness of Sentence to Serve labor, staff does not recommend
reductions in the program.
Overview
Staff has provided you examples of essential services and projects that the STS crews, Eagle
Scouts and Tree Trust provides that our department does not have the time or personnel
dollars to complete. The cost of labor for the City for these groups is minimal to nothing
compared to what the City receives for their efforts. Eliminating these line items from the
budget will be noticeable in our park system and will create service level impacts for the
users that all parties need to be aware of.
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• Complete planting projects
• Paint soccer goal posts
• Power wash all beach buoys
• Weeding and maintenance of rain gardens
• Buckthorn and Willow removal
• Landscape bed maintenance (mulch installation and weeding)
Memorandum
To: Honorable Mayor and Members of the City Council
Steve C. Mielke, City Administrator
From: Brett Altergott, Parks & Recreation Director
Dennis Feller, Finance Director
Date: October 24, 2013
Subject: Heritage Center Operations Financing
Capital Outlay - reductions
Operations (net) Subsidy.
EXHIBIT B City of Lakeville
Parks & Recreation
The preliminary 2014 General Fund budget included appropriations ($24,263) for capital
outlay items to enhance the revenue opportunities for the facility.
The existing dishwasher at the Heritage Center was from the former Senior Center facility.
The dishwasher must maintain certain temperature levels in order to comply with Minnesota
Department of Health regulations. The existing equipment must be run 5 -6 times in order to
meet health regulations. Staff considered various repair options such installing a booster
heater. Therefore, in order to meet health regulations and cost effectively manage facility
operations, the equipment will be replaced in 2013 with financed provided from increased
operating revenues.
There have been several events at the Heritage Center where the number of attendees has
required the transporting of tables and chairs from other facilities. The proposed acquisition
of 50 chairs and 15 tables will enable the facility to more efficiently accommodate large
events and are needed to accommodate facility rental opportunities; therefore the
acquisition will be financed from the increased 2013 revenues and reduced operating
expenses.
All other capital items proposed in preliminary budget, such as coffee maker, will either not
be purchased or financed with donations.
When the City Council approved the Heritage Center project in the spring of 2012, it was with
the understanding there would be no increase in tax payer subsidy. As such the 2013 budget
included a net operating subsidy - for Heritage Center, Senior Programming, Historical
Society and Yellow Ribbon combined - of $183,520 consistent with previous budgets and
council directives.
In order to achieve the net operating subsidy objective, fund raising was required of
approximately $4,000. The net proceeds of the Metro Dining Cards fund raising effort are
adequate and sufficient to meet that objective. All other fund raising activities (i.e. waffle
breakfast, golf outing, bazaar) is therefore committed to reducing the construction project
financing obligations.
Revenues from facility rentals, memberships and punch cards continue to exceed budget
estimates. The preliminary budget Heritage Center as well as the tax levy can be reduced by
$3,565.
2014 Budget
Preliminary Adjust Revised
Revenues
Rentals 8,150 1,565 9,715
Punchcards 5,300 200 5,500
Memberships 19,000 1,800 20,800
The 2014 operating subsidy remains at approximately $183,520 consistent with previous
years and council directives.