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HomeMy WebLinkAboutVIII-C-02-03 City of Hastings  101 Fourth Street East  Hastings, MN 55033-1944  Phone: 651-480-2350  www.hastingsmn.gov To: Mayor Hicks & City Councilmembers From: Melanie Mesko Lee, City Administrator Date: September 4, 2018 Item: 2019 Preliminary Levy and Budget Council Action Requested: Approve the resolutions:  2019 Preliminary Budget, Property Tax Levy and Public Hearing Date for 2019 Budget  2019 HEDRA/HRA Special Tax Levy Background Information Purpose of the Budget The budget represents the financial plan and priorities of the City of Hastings, within established limits set by the City Council. It is intended to clearly communicate the City’s goals and how resources are allocated to those priorities. In essence, the budget process is an ongoing one whereby priorities and goals are established and funded in alignment with Council directives, our CORE values, and our strategic objectives. Council/Finance Committee Direction The Finance committee (Vaughan*, Balsanek, Braucks) held a budget meeting on May 14, 2018 where staff went over the preliminary outlook on market value, tax rates, and expenditures. The market value increased by 8.21% ($1,620,000) to $21,300,000. This is a high level review based on the information available at the time and is intended to provide the Finance Committee with some initial information going in to the 201 budget process. The City Council held a workshop on June 18, 2018 where staff provided additional context and data on preliminary financial projections including revenue and expenditure trends, market value and tax capacity, and debt projections. The Council provided valuable feedback regarding their desire for new initiatives and large projects. At that meeting, staff was directed to prepare a preliminary budget that does not allocate one time revenues (such as Local Government Aid) to funding on-going operating expenses. The initial projection included budgeted salary, health insurance, and debt levy increases. During June, departments prepared their budget requests for 2019, including updating their Capital Improvement Plan data for identification of future needs. VII-C-02-03 City of Hastings  101 Fourth Street East  Hastings, MN 55033-1944  Phone: 651-480-2350  www.hastingsmn.gov The next budget meeting was held with the Finance Committee (Vaughan*, Balsanek, Braucks) on August 2, 2018. At this meeting, each department head provided an overview of their top priorities for initiatives, staff, and capital investments for 2019 and the Finance Committee provided feedback. The final budget meeting was a Council Workshop held on August 16. Based on department requests, review of debt and revenue projections, the Council provided direction to set a preliminary levy at $14,233,201 and the preliminary budget at $32,976,425. The preliminary proposal as recommended by the Council would reduce the City’s tax rate from 60.89% to 59.43%. This continues a multi-year goal of the Council to continue to reduce the City’s tax rate. Historical Information Following several years of decline due to the Recession i10 years ago, over the last few years the City’s tax capacity has steadily increased. In 2019, that increase is estimated at approximately 8.21% ($1,620,000), bringing the overall market value to $21,300,000. This is the highest level since 2009. The chart blow provides a historical view of shows this increase, as well as an overall continual reduction in the tax rate. Year Tax Rate 2014 66.25% 2015 62.58% 2016 63.58% 2017 62.52% 2018 60.89% 2019*59.43% * proposed rate VII-C-02-03 City of Hastings  101 Fourth Street East  Hastings, MN 55033-1944  Phone: 651-480-2350  www.hastingsmn.gov Preliminary Budget Revenues As we prepare our annual budget recommendations, we review our available funding, potential revenue, and how we can present a responsible budget that supports the diverse services we offer. Resources are available through both our levy supported budget as well as our non-levy supported budgets. These non-levy resources includes utility (water, wastewater, hydro), franchise fees (cable), dedicated funding (LeDuc) and parks capital (park dedication fees). Based on the Council’s direction, staff sought feedback from the Finance Committee on a number of operating and capital items for the 2019 budget. As with many local government entities, a large amount of our budget is reflected in personnel costs. We are also continually evaluating our service delivery model in an ongoing effort to provide high quality, constituent focused services in a financially responsible manner. The preliminary 2019 budget reflects those objectives as well as elements from our Strategic Plan which outlines Transportation/Transit, Economic Development and Redevelopment, and Community Image as priorities. Preliminary Budget Expenses Each year, we are challenged with meeting many important needs with limited resources. Unfortunately, there are unmet needs each and every budget cycle. Departments are tasked with preparing recommendations that are innovative, cost sensitive, and responsive. Additionally, as a Green Steps City, Council has provided direction that sustainability should be considered as we evaluate budget proposals. Finally, we work to prepare a budget that takes care of current assets and amenities---our buildings, parks, recreational facilities—that our community values. VII-C-02-03 City of Hastings  101 Fourth Street East  Hastings, MN 55033-1944  Phone: 651-480-2350  www.hastingsmn.gov Preliminary Recommended Budget As part of the preliminary levy and budget, we have the following items identified within the recommendations. This list is not comprehensive and is subject to change as the Finance Committee and full Council meet further and provide further direction. It should be noted that some of these items are capital and are not included in the operating figures presented above.  Pool Improvements (Play Structure reconditioning, Main Drain Replacement, etc.)  New equipment for Fire ( Fire hose, Confined Space Respirators, Exercise Equipment)  Computer/IT updates  Website Upgrades  LED lighting for Public works  Arena exterior building repairs  Economic Development initiatives  Replace 3 marked safety vehicles (Police)  Remount Ambulance  Infrastructure improvements o Neighborhood improvement projects o Hwy 61 Scoping Study o Mill & Overlay Impact on Homeowner The City Council has consistently shown a high sensitivity to how our budget decisions impact the Hastings homeowner. Accordingly, based on the preliminary levy the Council is being asked to set, we have prepared the following analysis: General Government 10% Public Safety 36% Public Works 26% Culture and Recreation 11% Debt Service 15% Economic Development 2% Hastings Preliminary Operating Expenses by Function all funds -excludes capital and other one-time items VII-C-02-03 City of Hastings  101 Fourth Street East  Hastings, MN 55033-1944  Phone: 651-480-2350  www.hastingsmn.gov Next Steps From a timing perspective, the 2019 preliminary levy and budget must be set by October 1, 2018. The HRA/HEDRA levy must be set by October 1, 2018. Once set, the City Council cannot establish a final levy which is higher than the preliminary levy. A Truth in Taxation hearing will be held at the Council Meeting at 7 p.m. on Monday, December 3, 2018. The final 2019 budget and levy will be acted upon at the Council’s December 17, 2018 meeting. I would like to extend a sincere appreciation to the leadership of the Finance Committee as well as our staff for their work and involvement thus far on the 2019 budget. VII-C-02-03 CITY OF HASTINGS DAKOTA COUNTY, MINNESOTA RESOLUTION 09- -18 A RESOLUTION ADOPTING THE PRELIMINARY 2019 CITY PROPERTY TAX LEVY, PRELIMINARY BUDGET, AND SETTING TRUTH IN TAXATION HEARING DATE WHEREAS, the City must annually prepare a budget that is responsive, responsible, and in alignment with our CORE values and strategic plan; and WHEREAS, departments prepare requests with are discussed and reviewed as a team and with the Finance Committee of the Council (Vaughan*, Balsanek, Braucks,); and WHEREAS, the Finance Committee and the City Council have met several times over the last few months to discuss the preliminary budget information; and WHEREAS, the committee has directed the City Administrator and staff to prepare a preliminary 2019 tax levy and budget, a special levy, and set a truth in taxation hearing date; and WHEREAS, provisions of the Minnesota Truth and Taxation Law require Cities to certify a Proposed Property Tax Levy and City Budget to the County Auditor by October 1, 2018; and WHEREAS, City staff was directed to set the 2019 City Preliminary levy at $14,233,201, the Preliminary Budget at $32,976,425, and to schedule a truth in taxation public hearing date at 7:00 p.m. on Monday, December 3, 2018 in the City Council Chambers at Hastings City Hall, with a continuation date (if needed) of Monday, December 17, 2018 ; and WHEREAS, the City has sufficient cash on hand to reduce the debt levy to $3,141,681. NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Hastings, Minnesota; that the preliminary Property Tax Levy of the City of Hastings, for the 2019 City Budget to be certified is hereby adopted as follows: VII-C-02-03 Adopted this 4th day of September, 2018. _______________________________ Attest: Paul Hicks, Mayor _____________________ Julie Flaten, City Clerk For Operations: General Fund 7,689,001 Parks 1,481,436 Aquatic Center 244,036 Internal Vehicle & Equip Fund 180,000 Heritage Preservation 30,724 Fire & Ambulance 1,335,955 Police Reserves 9,150 DUI Enforcement & Forfeitures 1,400 Arena 119,818 Subtotal 11,091,520 For Other: TIF Bonds 2016A $228,681 For Bonded Debt: 2008A G.O. Improvement Bonds 320,000 2009A G.O. Improvement Bonds 174,000 2010B G.O. Improvement Bonds 230,000 2011 G.O. Improvement Bonds 260,000 2012 G.O. Improvement Bonds 175,000 2013 G.O. Improvement Bonds 91,000 2014 G.O. Improvement Bonds 300,000 2015 G.O. Improvement Bonds 280,000 2016 G.O. Improvement Bonds 351,000 2017 G.O. Improvement Bonds 100,000 2018 G.O Improvement Bonds 255,000 2019 G.O. Improvement Bonds 50,000 Subtotal 2,586,000 Refunded Debt: 2010A G.O. Public Facility Refunding Bonds 100,000 Subtotal 100,000 Equipment Certificates: 2013B Equipment Certificate 100,000 2015 Equipment Certificate 60,000 2016 Equipment Certificate 67,000 Subtotal 227,000 Total City Levy 14,233,201 VII-C-02-03 CITY OF HASTINGS DAKOTA COUNTY, MINNESOTA RESOLUTION 09- -18 A RESOLUTION APPROVING A PROPOSED 2019 HEDRA-HRA SPECIAL TAX LEVY WHEREAS, the Hastings Economic Development and Redevelopment Authority (the “Authority”) was created by the City Council of the City of Hastings (the “City”) pursuant to Minnesota Statutes, Sections 469.090 to 469.1081; and WHEREAS, the Authority was granted all of the powers of a municipal housing and redevelopment authority under Minnesota Statutes, Sections 469-001 to 469-047 (the “Act”); and WHEREAS, Section 469.033, Subdivision 6, of the Act, as amended, permits the Authority to levy and collect a special benefit tax of up to .0185 percent of taxable market value in the City upon all taxable property, real and personal, within the City; and WHEREAS, the Authority desires to levy such tax based upon the limit of .0185 % of the taxable market value; and WHEREAS, the levy of such a special benefit tax is subject to consent by Resolution of the City Council of the City of Hastings. NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Hastings, Minnesota; that the City of Hastings HRA Special Levy be granted subject to the limit of .0185 percent of taxable market value as per Minnesota Statute. Adopted this 4th day of September 2018. _______________________________ Paul Hicks, Mayor Attest: _____________________ Julie Flaten, City Clerk VII-C-02-03