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2014.08.21 Work Session Packet (Budget)4141 Douglas Drive North • Crystal, Minnesota 55422-1696 Tel: (763) 531-1000 • Fax: (763) 531-1188 • www.crystalmn.gov AL CRYSTAL CITY COUNCIL BUDGET WORK SESSION AGENDA Thursday, August 21, 2014 6:30 p.m. Community Room Posted: August 15, 2014 Pursuant to due call and notice given in the manner prescribed by Section 3.01 of the City Charter, the budget work session of the Crystal City Council was held at p.m. on Thursday, August 21, 2014 in the Community Room located at 4141 Douglas Drive, Crystal, Minnesota. I. Attendance Council members Staff Libby Norris Peak Therres Selton Hansen Adams Mathisen Budziszewski Peters Deshler Revering Hoffmann II. Agenda The purpose of the budget work session is to discuss the following agenda items: 1. Setting the Date for Discussion, Public Input and Adoption of the Final 2015 Budget and Tax Levy 2. Review 2015 Special Revenue Funds Budgets 3. Review 2015 Debt Service Funds Budgets 4. Review 2015 Internal Service Funds Budgets 5. Discuss 2015 Utility Funds Budgets 6. Discuss 2015 Street Reconstruction Fund Budget 7. Discuss 2015 Street Maintenance Fund Budget 8. Discuss Public Works Facility — Bid Opening/Construction Cost 9. Discuss Impact of Cash & Investments on City Bond Rating 10. General Fund Follow Up 11. Discuss the Preliminary Property Tax Levy to be Adopted on September 2 d Council III. Adjournment The work session adjourned at p.m. Auxiliary aids are available upon request to individuals with disabilities by calling the City Clerk at (763) 531-1145 at least 96 hours in advance. TTY users may call Minnesota Relay at 711 or 1-800-627-3529. Memorandum CITY of CRYSTAL DATE: August 11, 2014 TO: Mayor and Council Anne Norris, City Manager FROM: Charles Hansen, Finance Director SUBJECT: Setting the Date for Discussion, Public Input and Adoption of the Final 2015 Budget and Tax Levy. Background: The City Council must announce a date, time and place for a public meeting where the budget and tax levy will be discussed, citizens will have the opportunity to speak on the budget and the final budget and tax levy will be adopted. This may be at a regularly scheduled meeting between November 25 and December 30, 2014. Discussion: The 2014 City Council meeting schedule shows regular meetings on Tuesday, December 2nd and Tuesday December 16th. Either of these meetings could be used as the time for budget and tax levy to be discussed, citizen input allowed, and final adoption of the budget and tax levy. Past practice has been to schedule the first meeting in December for the budget public hearing. If needed, the adoption of the 2015 budget and tax levy can be continued to the December 16th meeting. City Council Actions: I recommend that discussion, public input and adoption of the final 2015 budget and tax levy take place at a public hearing on Tuesday, December 2, 2014, at City Hall. As an alternative, the public hearing could be held at the meeting on Tuesday, December 16, 2014, except that if the public hearing is on the 16th there isn't another meeting to continue it to. Final decisions would have to be made that night unless a special meeting was scheduled prior to December 30th. The City Council can pass a motion at the September 2nd meeting to set a date, time and place for a public hearing for discussion of, public input on and adoption of the final 2015 budget and tax levy. A date should be chosen so that staff can prepare the motion for inclusion in the September 2, 2014 agenda. Memorandum CRYSTAL DATE: August 11, 2014 TO: Mayor and City Council FROM: Anne Norris, City Manager Charles Hansen, Finance Director SUBJECT: Review 2015 Special Revenue Funds Budgets City Initiatives Fund #240: This fund accounts for donations and other revenues that are pledged to be spent on particular projects. Special Projects Fund #245: This fund accounts for federal & state grants and proceeds from the sale of seized vehicles that are pledged to be spent on law enforcement. Operations are very similar to prior years with the exception that it is proposed to purchase a squad car for the traffic control unit in 2015. Conclusion: The City Council should review the attached budgets and discuss any changes that you want incorporated into them. Fund: City Initiatives Fund Fund Number: 240 DESCRIPTION OF ACTIVITY The City Initiatives Fund accounts for donations and other miscellaneous revenues that the City receives that are pledged to be spent on particular projects. Exact donations and projects for 2015 are not yet known. The amounts budgeted for 2015 are similar to the totals received and spent in past years. Donations for the Police Canine Unit may continue at modest levels in 2015 and future years. This money is being spent ongoing costs of the canine unit. Beginning in 2015, the Cable Franchise Grant will be accounted for in the City Initiatives Fund instead of the Permanent Improvement Revolving Fund to provide for a better accounting of the grant. FINANCIAL ANALYSIS City Initiatives Fund 2014 2015 Budget Budget Available Resources - Beginning Balance $ 59,049 $ 52,649 Revenues Miscellaneous Receipts 6,600 6,000 Cable Franchise Grant 32,000 Donations 15,000 18,000 Expenditures General Government (5,600) (7,200) Public Safety (8,000) (8,000) Public Safety — Canine Unit (6,400) (8,400) Recreation (8,000)1 1 (7,150) Available Resources - Ending Balance $ 52,649 $ 77,899 Fund: Special Projects Fund Fund Number: 245 DESCRIPTION OF ACTIVITY The Special Projects/Grants Fund accounts for grants and forfeited vehicle revenues that the City receives and must spend on particular projects. Exact revenues and projects for 2015 are not yet known. The amounts budgeted for 2015 include activity similar to past years. The Special Projects Fund includes a Forfeiture Account in which proceeds from the sale of seized vehicles is deposited. This money must be used for purposes related to traffic enforcement. In the 2015 budget, money from this account will be used to purchase a new traffic enforcement squad car. The Police Department will receive a total of three new vehicles in 2015, two purchased from the Police Equipment Revolving Fund and one purchased from the Special Projects Fund. FINANCIAL ANALYSIS Special Projects Fund 2014 2015 Budget Budget Available Resources - Beginning Balance $ 41,723 $ 41,723 Revenues Federal Grants 21,000 24,000 Forfeitures 21,000 21,000 Expenditures Public Safety (42,000) (82,400) Available Resources - Ending Balance $ 41,723 $ 3,923 Memorandum Ccrff'orAL DATE: August 11, 2014 TO: Mayor and City Council Anne Norris, City Manager FROM: Charles Hansen, Finance Director SUBJECT: Review 2015 Debt Service Funds Budgets Discussion: The budgets for debt service funds are set at the time the bonds are sold. No new bonds were issued in 2014. Principal and interest payments will be made as scheduled on all existing bond issues No arbitrage calculations will be needed in 2015. The Series 2005A Improvement Bonds and the 2006A Improvement Bonds will reach their call date on February 1, 2016. It appears that the debt service funds for each of these bonds will accumulate enough cash to call all remaining bonds for early redemption in 2016. Conclusion: The City Council should review the attached budgets and discuss any changes that you want incorporated into them. City of Crystal Debt Service Funds Combining Statement of 2015 Proposed Budgets EXPENDITURES Contractual Services 2005A 2005B 2006A 2008A 2009A 2011A 2012A 2013A 5,450 Debt Service Principal Improvmt 165,000 Improvmt Improvmt Improvmt Improvmt Improvmt Improvmt 1,280,000 Debt Service Interest Bonds Pool Bonds Bonds Bonds Bonds Bonds Bonds 404,885 Arbitrage Rebate Pymts Phase 7 Bonds Phase 8 Phase 9 Phase 10 Phase 11 Phase 12 Phase 13 TOTAL REVENUES 119,000 206,200 155,170 203,310 281,891 169,546 256,731 298,487 1,690,335 Property Taxes -29,510 209,000 -6,119 -31,974 11,226 37,658 64,234 143,048 209,000 Special Assessments 84,690 302,089 142,651 165,336 282,617 203,504 317,065 439,285 1,635,148 Interest 4,800 1,800 6,400 6,000 10,500 3,700 3,900 2,250 39,350 Total Revenues 89,490 210,800 149,051 171,336 293,117 207,204 320,965 441,535 1,883,498 EXPENDITURES Contractual Services 400 700 600 750 900 1,200 900 5,450 Debt Service Principal 95,000 165,000 120,000 150,000 190,000 135,000 210,000 215,000 1,280,000 Debt Service Interest 23,600 41,200 34,470 52,710 91,141 33,646 45,531 82,587 404,885 Arbitrage Rebate Pymts Total Expenditures 119,000 206,200 155,170 203,310 281,891 169,546 256,731 298,487 1,690,335 SURPLUS -DEFICIT -29,510 4,600 -6,119 -31,974 11,226 37,658 64,234 143,048 193,163 Est. Dec. 2015 Fund Balance 540,429 302,089 749,922 718,403 1,250,272 552,661 672,129 582,931 5,368,836 Memorandum C AL DATE: August 11, 2014 TO: Mayor and City Council Anne Norris, City Manager FROM: Charles Hansen, Finance Director SUBJECT: Review 2015 Internal Service Funds Budgets Self Insurance Fund: The Self Insurance Fund purchases insurance policies on behalf of the city's operating departments and holds a balance of over $1,000,000 to cover any uninsured losses. Its revenues include interest earnings, dividends from the L.M.C.I.T., and charges for services to the operating departments. It is expected that insurance premiums will increase over the next several years due to high claims experience for both liability and worker's compensation insurance. Post Employment Fund: The Post Employment Fund holds assets to pay insurance benefits to a limited number of retired employees. The last obligation of this fund has been paid and the fund will be closed in 2014. Approximately $173,700 remains in the fund. The City Council will need to decide which other city fund this money will be transferred to. There are several capital funds that are the most likely candidates to receive the money. Conclusion: The City Council should review the attached budgets and discuss any changes that you want incorporated into them. Fund: Self Insurance Internal Service Fund Fund Number: 605 DESCRIPTION OF ACTIVITY This fund is used to account for the property and liability insurance needs of the City. As an internal service fund, the insurance premium costs and claims are charged against this fund. The City participates in a joint powers agreement with other cities around the state in the League of Minnesota Cities Insurance Trust (LMCIT). The LMCIT is self-sustaining in all areas of coverage and the City pays an annual premium to cover current and future losses. The LMCIT provides coverage for liability, errors and omissions and auto. The City established this fund to account for and finance its uninsured risks of loss. Under this program, this fund provides coverage for up to a maximum $25,000 for each general liability or property damage claim, with a maximum cost of $75,000 per year. The City purchases insurance through the LMCIT for claims in excess of the coverage provided by this fund. The Self -Insurance Fund will finance approximately 20% of the City's insurance and risk -related costs by using interest income and LMCIT dividends. The remaining 80% will be charged to each City fund based on their risks and coverage requirements. FINANCIAL ANALYSIS Self Insurance Internal Service Fund 2014 2014 Budget Budget Beginning Fund Balance $ 1,004,369 $ 1,004,369 Revenues Department Billings — Insurance 173,512 191,352 Investment Income 9,481 10,000 LMCIT Dividends 30,000 36,000 Expenditures Insurance Premiums (165,793) (190,593) Insurance Agent Fee (7,200) (7,200) Estimated Claims Paid (40,000) (40,000) Ending Fund Balance $ 1,004,369 $ 1,004,369 . _.._...___. Memorandum CAL,, DATE: August 12, 2014 TO: Mayor and City Council FROM: Anne Norris, City Manager Charles Hansen, Finance Director SUBJECT: Discuss 2015 Utility Funds Budgets Background: This package includes a ten year rate trend history, the proposed 2015 utility fee schedule, sample utility bills, budget summaries and a rate study for each utility, and the capital improvement plan. Rate increases are proposed for the Water, Sewer, Storm Drainage and Street Light utilities. Recycling rates are not proposed to increase in 2015. Several factors drive these proposed rate increases. First is general inflation in operating costs. Second is the addition of more capital projects to the capital improvement plan. Our aging systems are requiring more maintenance and more projects to replace systems that have reached the end of their useful lives. Current plans for a new Public Works Facility include contributions of $400,000 from Water, $400,000 from Sewer and $200,000 from Storm Drainage. Water Fund The city purchases water from the Joint Water Commission (JWC). JWC billings include both an operating component and a capital component. Capital expenditures for 2015 and 2016 are higher than the JWC's long term average. This puts pressure on the Water Fund in terms of both profit/loss and cash flow. Crystal's own water capital projects are modest until 2017 when a major water main replacement/relining is proposed. We are recommending a 3.92% increase in water rates for 2015 with additional increases in the following years. Despite these increases, the Water Fund's cash on hand declines over the next five years. The Sewer Fund and the Street Light Fund each provide a $300,000 loan to the Water Fund in 2014 to help pay for emergency wells. The loans will be repaid with interest over 10 years. Sewer Fund The single largest cost for the sewer fund is the disposal fee paid to the Metropolitan Council Environment Services (MCES). The MCES has not announced the fee they will charge to Crystal next year. A 2.87% increase in sewer rates is proposed. The residential rate is shown increasing from $48.60 per quarter in 2014 to $50.00 per quarter in 2015. We won't be able to finalize the Sewer budget and rates until we hear a final disposal fee from MCES. Significant capital outlays are projected for each of the coming years. Rate increases are projected for each of the coming five years. Despite these increases, the Sewer Fund's cash on hand declines over the next five years. Storm Drainage Operating expenses of the fund are fairly constant with the exception of a pond dredging project that is done every other year. Large capital outlays are projected in 2015 — 2018 for storm drainage mains constructed as part of the Street Reconstruction Phases 14 —16. These put pressure on the fund's cash balance. The fund could be in a cash deficit at the end of 2016. It may be possible to provide a loan from another fund to get Storm Drainage through the street projects. Capital outlays are expected to be lower after the street projects are complete. Storm Drainage rates are shown going up by $.90 per quarter in each of the next five years. Street Light A rate increase of $0.15 per quarter is proposed for the Street Light utility in 2015. This is a 3.23% increase. The rate study shows a small operating net income and the cash balance is expected to increase each year. We still haven't received the final bill from Hennepin County for the County Highway 81 street lights. No other large capital outlay is on the horizon after County Highway 81. Recycling Fund The residential recycling fee will stay at the 2014 level of $10.65 per quarter. Utility Fee Schedule The proposed utility fee schedule is attached showing several changes in bold type. Multi -Year Capital Improvement Plan The capital improvement plan is attached along with justification forms for each project. Conclusion: The City Council should discuss the rate studies and give direction regarding changes or additions that should be brought back for further consideration. QUARTERLY UTILITY BILLING RATES FOR PAST 10 YEARS Sales Tax is 7.275% charged on Commercial Water. Commercial sewer variable rate is based on water consumption. Non-residential storm sewer is based on size and use of property. * 1/01/2011 water conservation rates take effect on this date. Cost per unit increases as water use increases within specified tiers of volume. There is no longer a minimum amount of water billed, but there is a service charge to cover certain fixed costs and the Minnesota Safe Water Testing Fee is passed through to customers. Service charge based on meter size: 2013 2014 65+/DISABLED RESIDENTIAL 65+/DISABLED COMMERCIAL $4.80 1 1/2" meters RESIDENTIAL $15.15 SENIORS' MINIMUM $18.40 WATER WATER WATER SEWER SEWER SEWER STREET $73.60 STORM MINIMUM MINIMUM BILL EFFECTIVE (PER 1 o cuFT) MINIMUM MINIMUM FIXED FIXED VARIABLE LIGHTS RECYCLING SEWER BILL BILL (No Water) 2006 $2.49 $32.37 $24.90 $45.10 $36.53 $1.49 $3.84 $9.30 $9.00 $99.61 $83.57 $67.24 2007 $2.65 $34.45 $26.50 $45.10 $36.53 $1.49 $3.84 $9.75 $9.30 $102.44 $85.92 $67.99 2008 $2.82 $36.66 $28.20 $45.10 $36.53 $1.49 $3.84 $9.90 $9.30 $104.80 $87.77 $68.14 2009 $3.00 $39.00 $30.00 $45.10 $36.53 $1.49 $4.00 $10.35 $9.60 $108.05 $90.48 $69.05 2010 $3.00 $39.00 $30.00 $45.10 $36.53 $1.49 $4.20 $10.35 $9.90 $108.55 $90.98 $69.55 2011* $2.95/3.55 NA NA $46.20 $37.42 $1.53 $4.20 $10.65 $9.90 $77.04 $68.26 $70.95 2012** $3.94/4.75 NA NA $46.20 $37.42 $2.04 $4.20 $10.65 $10.20 $77.34 $68.56 $71.25 2013 $4.05/4.85 NA NA $46.80 $37.91 $2.07 $4.35 $10.65 $10.80 $78.39 $69.50 $72.60 2014 $4.30/5.10 NA NA $48.60 $39.37 $2.15 $4.65 $10.65 $11.70 $81.99 $72.76 $75.60 2015 $4.50/5.30 NA NA $50.00 $40.50 $2.21 $4.80 $10.65 $12.60 $84.44 $74.94 $78.05 Sales Tax is 7.275% charged on Commercial Water. Commercial sewer variable rate is based on water consumption. Non-residential storm sewer is based on size and use of property. * 1/01/2011 water conservation rates take effect on this date. Cost per unit increases as water use increases within specified tiers of volume. There is no longer a minimum amount of water billed, but there is a service charge to cover certain fixed costs and the Minnesota Safe Water Testing Fee is passed through to customers. Service charge based on meter size: MN Safe Water Testing Fee, per quarter $1.59 ** Water rates show in units of 1,000 gallons after 12/31/2010. W Utility bills are due on the 20th of the month. Application for senior discount takes effect when application is filed with the City. Senior sewer discount is $ 8.57 per qtr. 100 Cubic Feet = 748 Gallons 1 Acre = 43,560 sq ft $30 returned check fee, $113 Access denied fee, $35 Cert fee CURRENT & PREVIOUS COMMERICAL UTILITY BILLING RATES SANITARY STORM STREET STREET Effective 2013 2014 2015 Meters 1" or less $4.60 $4.75 $4.80 1 1/2" meters $14.70 $15.15 $15.30 2" meters $18.40 $18.95 $19.15 3" meters $36.80 $37.90 $38.30 4" meters $73.60 $75.80 $76.60 6" meters $147.20 $151.60 $153.20 MN Safe Water Testing Fee, per quarter $1.59 ** Water rates show in units of 1,000 gallons after 12/31/2010. W Utility bills are due on the 20th of the month. Application for senior discount takes effect when application is filed with the City. Senior sewer discount is $ 8.57 per qtr. 100 Cubic Feet = 748 Gallons 1 Acre = 43,560 sq ft $30 returned check fee, $113 Access denied fee, $35 Cert fee CURRENT & PREVIOUS COMMERICAL UTILITY BILLING RATES SANITARY STORM STREET STREET Effective WATER SEWER SEWER LIGHTS LIGHTS Billings After (PER 100 CUFT) (PER ACRE) (PER UNIT) (PER UNIT) (RENTALS) 12/31/06 $2.49 $1.49 225.00 $3.84 $3.84 12/31/07 $2.65 $1.49 232.50 $3.84 $3.84 12/31/08 $2.82 $1.49 232.50 $3.84 $3.84 12/31/09 $3.00 $1.49 240.00 $4.00 $4.00 12/31/10** $3.00 $1.49 247.50 $4.20 $4.20 12/31/11 $2.95/3.55 $1.53 247.50 $4.20 $4.20 12/31/12 $3.94/4.75 $2.04 255.00 $4.20 $4.20 12/31/13 $4.05/4.85 $2.07 270.00 $4.35 $4.35 12/31/14 $4.30/5.10 $2.15 292.50 $4.65 $4.65 12/31/15 $4.50/5.30 $2.21 315.00 $4.80 $4.95 City of Crystal 2015 Proposed Fee Schedule - Utility Section ME Account Percentage Deot. Type Code Description 2013 Fee 2014 Fee 2015 Fee Increase Comments Water Other 0505.4655 Water charge per 1,000 gallons in tier 1 4.05 4.30 4.50 4.65% per 1,000 gallons Water Other 0505.4655 Water charge per 1,000 gallons in tier 2 4.45 4.70 4.90 4.26% per 1,000 gallons Water Other 0505.4655 Water charge per 1,000 gallons in tier 3 4.85 5.10 5.30 3.92% per 1,000 gallons Water Other 0505.4655 Water charge for water used for irrigation 4.85 5.10 5.30 3.92% per 1,000 gallons Water Other 0505.4655 Water charge for water used through a hydrant meter 4.85 5.10 5.30 3.92% per 1,000 gallons Water Other 0505.4655 City owned water fountains will no longer be metered, 4.05 4.30 4.30 0.00% per 1,000 gallons but will be charged for one unit of water per year. Past experience with metered fountains showed usage of less than one unit per year. Water Other 0505.4655 Emergency Well Surcharge 0.21 #DIV/01 per 1,000 gallons Residential Tier Sizes Tier 1 1,000 gallon units in tier 0 to 30 units Tier 2 1,000 gallon units in tier 31 to 60 units Tier 3 1,000 gallon units in tier over 60 units Commercial / Industrial / Institutional Tier Sizes Meter Size 1" or less 1 1/2" 2" 3" 4" 6" Tier 1 1,000 gallon units in tier 0 to 30 0 to 90 0 to 120 0 to 240 0 to 480 0 to 960 Tier 2 1,000 gallon units in tier 31 to 60 91 to 180 121 to 240 241 to 480 481 to 960 961 to 1,920 Tier 3 1,000 gallon units in tier over 60 over 180 over 240 over 480 over 960 over 1,920 Water Other 0505.4655 MN Safe Water Testing Fee 1.59 1.59 1.59 0.00% per quarter Water Other 0505.4655 Water service charge for meters of 1 inch or less 4.60 4.75 4.80 1.05% per quarter Water Other 0505.4655 Water service charge for 1 1/2 inch meters 14.70 15.15 15.30 0.99% per quarter Water Other 0505.4655 Water service charge for 2 inch meters 18.40 18.95 19.15 1.06% per quarter Water Other 0505.4655 Water service charge for 3 inch meters 36.80 37.90 38.30 1.06% per quarter Water Other 0505.4655 Water service charge for 4 inch meters 73.60 75.80 76.60 1.06% per quarter Water Other 0505.4655 Water service charge for 6 inch meters 147.20 151.60 153.20 1.06% per quarter 41 City of Crystal 2015 Proposed Fee Schedule - Utility Section JDE Account Percentage Dept. Type Code Description 2013 Fee 2014 Fee 2015 Fee Increase Comments cn 11.65 12.00 12.12 1.00% per quarter Water Other 0505.4655 Fire Line - 2" 18.31 18.86 19.05 1.01% per quarter Water Other 0505.4655 Fire Line - 3" Water Other 0505.4655 Fire Line - 4" 26.94 27.75 28.00 0.90% per quarter Water Other 0505.4655 Fire Line - 6" 36.48 37.57 37.90 0.88% per quarter Water Other 0505.4655 Fire Line - 8" 44.95 46.30 46.75 0.97% per quarter Water Other 0505.4655 Fire Line -10" 54.16 55.78 56.35 1.02% per quarter Sewer Other 0510.4655 Sewer charge - metered, non-residential 2.07 2.15 2.21 2.79% per 1,000 gallons Sewer Other 0510.4655 Sewer charge - metered, non-residential minimum 46.80 48.60 50.00 2.88% per quarter Sewer Other 0510.4655 Sewer charge - non -metered, non-residential minimum 46.80 48.60 50.00 2.88% per quarter Sewer Other 0510.4655 Sewer charge - non-commercial - MAC Airport 23.40 24.30 25.00 2.88% per quarter (1/2 of non-residential minimum) Sewer Other 0510.4655 Sewer charge - school, minimum per classroom 15.12 15.70 16.15 2.87% per quarter Sewer Other 0510.4655 Sewer charge - residential 46.80 48.60 50.00 2.88% per quarter Sewer Other 0510.4695 Sewer - senior/disability discount 8.89 9.23 9.50 2.93% per quarter Sewer Other 0510.4698 Sewer - senior/disability rental rebate 8.89 9.23 9.50 2.93% per quarter Sewer Other 0510.4902 Sewer - failed sump pump inspection 100.00 100.00 100.00 0.00% per month Storm Other 0515.4655 Single-family residential 10.80 11.70 12.60 7.69% per quarter Storm Other 0515.4655 Two-family residential 10.80 11.70 12.60 7.69% per quarter Storm Other 0515.4655 Cemetaries & vacant land, per acre 2.70 2.93 3.15 7.69% per quarter Storm Other 0515.4655 Parks & railroads, per acre 8.10 8.78 9.45 7.69% per quarter Storm Other 0515.4655 Schools, institutional uses & airport, per acre 13.50 14.63 15.75 7.69% per quarter Storm Other 0515.4655 Multi -family residential and churches, per acre 32.40 35.10 37.80 7.69% per quarter Storm Other 0515.4655 Storm drainage - commercial, per acre 270.00 292.50 315.00 7.69% per quarter Storm Other 0515.4655 Storm drainage - commercial, per Residential Equivalency Factor 54.00 58.50 63.00 7.69% per quarter St Lights Other 0520.4655 Street lights - commercial (per business) 4.35 4.65 4.80 3.23% per quarter St Lights Other 0520.4655 Street lights - single-family residential 4.35 4.65 4.80 3.23% per quarter St Lights Other 0520.4655 Street lights - multi -family residential (per unit) 3.26 3.49 3.60 3.150% per quarter Recycle Other 0525.4655 Recycling - single-family residential 10.65 10.65 10.65 0.00% per quarter cn City of Crystal 2015 Proposed Fee Schedule - Utility Section W Percentage JDE Account 2013 Fee 2014 Fee 2015 Fee Increase Comments Dept. Type Code Description 113.00 120.00 120.00 0.00% per incident; maximum of once per quarter Utility Other 0505.4902 Access to property denied Utility Other 0505.4955 Administrative charge for certification of delinquent utilities 35.00 35.00 35.00 0.00% Utility Other 0505.4902 Charge for unlawful water use 120.00 123.60 123.60 0.00% per day Utility Permit 0505.4902 Hydrant rental - other 45.00 46.50 46.50 0.00% Utility Other 0505.2210 Hydrant rental - meter deposit 800.00 850.00 850.00 0.00% deposit against water use charges Utility Other 0505.4075 Interest rate for certification of delinquent utilities 12.00% 12.00% 12.00% 0.00% per year Utility Other 0505.4902 Maintain private fire hydrants (operate, flush and paint only) 105.00 110.00 110.00 0.00% per year - excludes repair costs Utility Other 0505.4902 Meter testing - when meter within 2% of accurate actual cost actual cost actual cost actual cost based on billing rate for hours worked Utility Other various.4660 Penalty for late payment 10.00% 10.00% 10.00% 0.00% of amount past due Utility Other 0505.4902 Rental property - duplicate bill to occupant 1.00 1.00 1.00 0.00% added to each quarterly bill Utility Other 0505.4902 Rental property - restart duplicate bill 5.00 5.00 5.00 0.00% once when duplicate billing is restarted Utility Other 0505.4902 Rental property - pro -rata bill when occupant changes 15.00 15.00 15.00 0.00% once at time of billing Utility Other 0505.4902 Service fee for water shut off/turn on (for code enforce purposes) 50.00 55.00 55.00 0.00% per trip: shut off and turn on per hour, $50 minimum Utility Other 0505.4902 Service fee - after hour call Overtime rate, 2 hour minimum Utility Other 0505.4902 Service abandonment fee actual cost actual cost actual cost actual cost water service disconnected & plugged Utility Other 0505.4902 Alternative service abandonment fee 6,000.00 6,200.00 6,200.00 0.00% deposit for the city to disconnect service in the future, if needed Utility Other 0505.4947 5/8" x 3/4" Sensuswater meter with remote radio transmitter 224.04 235.25 235.25 0.00% Utility Other 0505.4947 5/8" x 3/4" Sensuswater meter without remote radio transmitter 116.15 122.00 122.00 0.00% Utility Other 0505.4947 5/8" or 3/4" Sensuswater registrar head 62.10 65.20 65.20 0.00% utility Other 0505.4947 3/4" meter horn #2 Ford for Model 25 86.21 112.07 112.07 0.00% Utility Other 0505.4947 3/4" Ford Mpis. Pattern B -22-333M curb stop 54.03 70.24 70.24 0.00% Utility Other 0505.4947 3/4" Mueller #H1 5010 w/1/8 bend corporation stop 49.75 64.68 64.68 0.00% Utility Other 0505.4947 3/4" tail pieces (pair) 15.00 19.50 19.50 0.00% Utility Other 0505.4947 1" Sensus fire line meter, no remote radio transmitter 187.97 197.40 197.40 0.00% Utility Other 0505.4947 1" Sensus water meter with remote, also for lawn sprinkler meter 296.35 311.20 311.20 0.00% Utility Other 0505.4947 1" meter horn #4 Ford for Model 40 91.97 119.56 119.56 0.00% Utility Other 0505.4947 1" tail pieces (pair) 25.25 32.83 32.83 0.00% Utility Other 0505.4947 1" curb box, Mpls pattern #5614A, tap 1'/s" at btm curb box 35.63 37.40 37.40 0.00% Utility Other 0505.4947 1" curb box, Mpls pattern #5615, tapped 2" at btm curb box 35.63 37.40 37.40 0.00% W City of Crystal 2015 Proposed Fee Schedule - Utility Section J Percentage JDE Account 2013 Fee 2014 Fee 2015 Fee Increase Comments Dept. Type Code Description Utility Other 0505.4947 1" Ford Mpls Pattern, #B22-444 m curb stop 69.68 90.58 90.58 0.00% Utility Other 0505.4947 1" Mueller #15010, with 1/8 bend corp stop 71.98 93.57 93.57 0.00% Other 0505.4947 1 '/2' Sensus water meter with remote radio trans 13" LL w/conn. 573.43 602.10 602.10 0.00% Utility flanges 36.23 38.04 38.04 0.00% Utility Other 0505.4947 1 M." meter (pair) Utility Other 0505.4947 1 '/2' Mueller with 118 bend corp stop #15010 168.53 219.09 219.09 0.00% Utility Other 0505.4947 1 Y." curb box #5631 or Mueller H-10395 233.23 244.89 244.89 0.00% Utility Other 0505.4947 2" Sensus, compound, with remote 17' LL w/conn. 1,552.03 1,629.63 1,629.63 0.00% Utility Other 0505.4947 2" meter flanges (pair) 36.23 38.04 38.04 0.00% Utility Other 0505.4947 2" Sensus turbo with remote radio transmitter, 10" LL w/conn. 1,108.85 1,164.29 1,164.29 0.00% Utility Other 0505.4947 2" curb box complete w/port ring 233.23 244.89 244.89 0.00% Utility Other 0505.4947 2" Mueller 1/8 bend only 122.28 158.96 158.96 0.00% Utility Other 0505.4947 2" Mueller with 1/8 bend corp stop #15010 281.95 366.54 366.54 0.00% Utility Other 0505.4947 2" Mueller #15201 curb stop replaced w/15154 or Ford B22-777 239.39 311.21 311.21 0.00% Utility Other 0505.4947 3" Sensus Compound, remote with remote radio/connection 1,964.91 2,063.16 2,063.16 0.00% Utility Other 0505.4947 3" Sensus turbo with remote radio trans, 12" LL w/connection 1,433.00 1,504.65 1,504.65 0.00% Utility Other 0505.4947 4" Sensus compound, with remote radio trans w/connection 3,321.67 3,487.75 3,487.75 0.00% Utility Other 0505.4947 4" Sensus turbo, with remote radio trans w/connection 2,625.92 2,757.22 2,757.22 0.00% Utility Other 0505.4947 4" meter connection 78.49 82.41 82.41 0.00% pair Utility Other 0505.4947 Curb box lid, slip-on type Western Style 2" 40.46 42.48 42.48 0.00% Utility Other 0505.4947 Curb box lid, #5627 for 2" screw on 23.25 24.41 24.41 0.00% Utility Other 0505.4947 Meter sealing wire (per foot) 1.60 1.68 1.68 0.00% Utility Other 0505.4947 Remote lead in wire (per foot) 0.25 0.25 0.25 0.00% Utility Other 0505.4947 Remote lead in wire (per 1,000 feet) 264.50 264.50 264.50 0.00% Utility Other 0505.4947 Remote lead in wire (per 500 feet) 132.25 132.25 132.25 0.00% Utility Other 0505.4947 Remote radio transmitters for Sensus meters 133.59 140.25 140.25 0.00% J CITY OF CRYSTAL SAMPLE QUARTERLY UTILITY BILLS Water, Sewer, Storm Drainage & Street Light Rates Increase for 2015 Low Residential Bill High Residential Bill 2013 2014 2015 2013 2014 2015 Rates Rates Rates Rates Rates Rates Water Rates 4.05/4.85 4.30/5.10 4.50/5.30 Water Rates 4.05/4.85 4.30/5.10 4.50/5.30 Water Units 10 10 10 Water Units 60 60 60 Water Emerg Well Surchg Sewer Storm Drainage Street Lights HRG Recycling Service & MN test Total 40.50 43.00 45.00 % change from prior year 5.39% 2.10 46.80 48.60 50.00 10.80 11.70 12.60 4.35 4.65 4.80 10.65 10.65 10.65 6.19 6.34 6.39 119.29 124.94 131.54 % change from prior year 4.74% 5.28% Low Senior Bill Water Units Water Emerg Well Surchg Sewer Storm Drainage Street Lights HRG Recycling Service & MN test Total 2013 2014 2015 Rates Rates Rates 8.0 8.0 8.0 32.40 34.40 36.00 % change from prior year 5.39% 1.68 37.91 39.37 40.50 10.80 11.70 12.60 4.35 4.65 4.80 10.65 10.65 10.65 6.19 6.34 6.39 102.30 107.11 112.62 Water Emerg Well Surchg Sewer Storm Drainage Street Lights HRG Recycling Service & MN test Total 255.00 270.00 282.00 % change from prior year 5.39% 12.60 46.80 48.60 50.00 10.80 11.70 12.60 4.35 4.65 4.80 10.65 10.65 10.65 6.19 6.34 6.39 333.79 351.94 379.04 % change from prior year 5.44% 7.70% High Senior Bill Water Units Water Emerg Well Surchg Sewer Storm Drainage Street Lights HRG Recycling Service & MN test Total 2013 2014 2015 Rates Rates Rates 30 30 30 121.50 129.00 135.00 % change from prior year 5.39% 6.30 37.91 39.37 40.50 10.80 11.70 12.60 4.35 4.65 4.80 10.65 10.65 10.65 6.19 6.34 6.39 191.40 201.71 216.24 % change from prior year 4.70% 5.14% % change from prior year 5.39% 7.20% Medium Commercial Account Large Commercial Account Single 4" Water Meter Single 6" Water Meter 2013 2014 2015 2013 2014 2015 Rates Rates Rates Rates Rates Rates Water Units 225 225 225 Water Units 3,000 3,000 3,000 Water 911.25 967.50 1,012.50 Water 13,398.00 14,148.00 14,748.00 Emerg Well Surchg 47.25 Emerg Well Surchg 630.00 MN Sales Tax 66.07 70.14 73.41 MN Sales Tax 971.36 1,025.73 1;069.23 Sewer 465.75 483.75 497.25 Sewer 6,210.00 6,450.00 61630.00 Storm Drainage 383.03 414.95 446.87 Storm Drainage 2,087.72 2,261.70 2.435.68 Street Lights 4.35 4.65 4.80 Street Lights 4.35 4.65 4.80 Service & MN test 75.19 77.39 78.19 Service & MN test 148.79 153.19 154.79 Total 1,905.63 2,018.38 2,160.26 Total 22,820.22 24,043.27 25,672.50 % change from prior year 5.92% 7.03% % change from prior year 5.36% 6.78% G:\Charlie\Budget\2015 Budget\Departments\Utilities\Sample Utility Bills 8/13/2014 1:38 PM Water Utility Fund Profile and Budget Summary The Water Utility provides potable water to residents, businesses, and other customers of the City through approximately 8,400 metered accounts. The Cities of Crystal, Golden Valley, and New Hope established a joint water commission (JWC) in 1963 to provide for the creation and maintenance of a shared water supply, storage, and distribution system through which filtered and softened water purchased from the City of Minneapolis could be supplied to the population of the member cities. Personnel Expenses This table illustrates the personnel that are charged to this department in full time equivalents (F.T.E.): 2013 Actual 2014 Budget 2015 Budget Utilities Superintendent 0.40 0.40 0.40 Maintenance II 2.40 2.40 2.40 Seasonal part-time maintenance 0.13 0.13 0.13 PW administrative assistant 0.24 0.24 0.24 Utility billing specialist 0.40 0.40 0.40 Payroll/utility billing specialist 0.40 0.40 0.40 The Water, Sewer, and Storm Drainage Funds are supported by the same personnel with personnel costs being allocated 40% to Water, 40% to Sewer and 20% to Storm Drainage. Staff These personnel are supervised or work in this department, although part of their personnel expenses may be charged to another department in which they also work. • Utilities Superintendent (1): Supervisory work in directing the activities of three Utilities. This position is responsible for the overall maintenance and operation of the City's Utilities infrastructure, including the operation of the radio read water metering system. • Maintenance II (6): Maintains high service water pumps & reservoir, watermains, water meters, operates various trucks & equipment and is available to work on-call nights & weekends. • Public Works Administrative Assistant (0.6): Handles voice, email & mail communications for department prepares data & spreadsheets, copies & files documents and assists in setting up public meetings. • Utility Billing Specialist (1): Processes utility billing including meter readings, monthly billings, payments, ownership changes, meter changes and annual assessment of delinquent accounts and provides customer service to utility customers. • Payroll/Utility Billing Specialist (1): Processes bi-weekly payrolls for employees. Acts as the backup to utility billing, scans daily utility payments into billing system, and provides customer service to utility customers. Funding Sources The Water Fund is supported by charges for water sales and related water service fees. 2015 Goals and Objectives • Continue with the development of the emergency backup water supply including drilling 3 new wells and bringing the New Hope well on line. • Continue with the replacement of control valves on large diameter mains. • Oversee the construction of the replacement of a portion of the Robbinsdale section of the 36" water pipeline from Minneapolis as part of the Hennepin County reconstruction of County Road 9 (construction scheduled for 2014 — 2016). • Continue to maintain the existing distribution system and pump station to deliver a reliable and quality domestic water supply to all Crystal consumers. Budget Highlights Line Item/Description Amount Discussion 6365 / Water charges Joint $2,306,187 Cost of water purchased from the City of Water Commission 4.70 Minneapolis through the JWC (Cities of Tier 3 — Retail rate per 1,000 gallons 5.10 C stal, Golden Valley & New Hope) 6370 / Service connection $50,000 Annual fee of $6.36 per water connection fees charged by the MN Dept. of Health for water testing 7412 / Transfer out to $128,955 Cost for employees in the Administration, General Fund Engineering & Finance departments who are charged to the General Fund but spend art of their time supporting the Water Fund Water Rates Conservation water rates provide for the rate per unit of water to increase as the customer consumes more water. In 2015, the water charges are scheduled to increase: In 2015 there will be a new emergency well surcharge of $0.21 per 1,000 gallons to pay for Crystal's share of the JWC project to drill three emergency water wells. 1o 2014 2015 Tier 1 - Retail rate per 1,000 gallons 4.30 4.50 Tier 2 — Retail rate per 1,000 gallons 4.70 4.90 Tier 3 — Retail rate per 1,000 gallons 5.10 5.30 In 2015 there will be a new emergency well surcharge of $0.21 per 1,000 gallons to pay for Crystal's share of the JWC project to drill three emergency water wells. 1o WATER UTILITY RATE STUDY 2015 Requested Budget PROFIT & LOSS 2013 2014 2015 2016 2017 20181 2019 REVENUES Water usage charges 2,417,565 2,550,000 2,670,000 2,790,000 2,910,000 3,030,000 3,150,000 Fixed service charges 151,964 150,000 150,000 150,000 150,000 150,000 150,000 Emergency well surcharge 126,000 126,000 126,000 126,000 126,000 Penalties 52,053 60,000 54,000 60,000 60,000 60,000 60,000 Special Assessments 69,218 60,000 60,000 60,000 60,000 60,000 60,000 FEMA reimbursemsnt 14,293 JWC reimbursement 16,247 12,000 12,000 12,000 12,000 12,000 12,000 Investment Income 4,429 23,300 15,000 19,534 9,380 537 -10,375 Miscellaneous 54,115 57,000 58,500 59,000 59,000 59,000 59,000 State testing fee billed 49,797 50,000 50,000 50,000 50,000 50,000 50,000 Ownership in Joint Water Comm 211,392 214,935 254,802 463,724 71,279 77,834 29,495 TOTAL REVENUES 3,041,073 3,177,235 3,450,302 3,790,258 3,507,660 3,625,371 3,686,120 EXPENSES Salaries & Wages 228,695 235,494 245,206 251,336 257,620 264,060 270,662 Fringe Benefits 83,689 89,084 97,280 102,144 107,251 112,614 118,244 JWC- Operations 1,840,727 1,964,229 1,881,517 2,075,766 2,133,887 2,193,636 2,255,058 JWC - Capital 229,500 358,225 424,670 772,873 118,799 129,723 49,158 JWC 2 cents/1,000 gal. fee 11,517 12,000 12,000 12,000 12,000 12,000 12,000 Professional/Contractual 90,750 97,755 97,336 100,256 103,264 106,362 109,553 Utilities 11,378 4,140 4,400 4,532 4,668 4,808 4,952 Repair & Maintenance 165,382 37,800 61,300 63,139 65,033 66,984 68,994 Supplies 42,227 50,500 52,900 54,487 56,122 57,805 59,539 Communications & Printing 1,460 3,500 3,500 3,605 3,713 3,825 3,939 Insurance & Training 11,398 12,703 14,375 14,806 15,250 15,708 16,179 Depreciation 183,574 183,470 187,691 195,000 200,000 210,000 220,000 Admin. Service Charge 117,472 118,451 128,955 132,179 135,483 138,870 142,342 Internal Loan Interest @2% 12,000 10,800 9,600 8,400 7,200 3,017,769 3,167,351 3,223,130 3,792,923 3,222,690 3,324,795 3,337,820 TOTAL EXPENSES NET INCOME or -LOSS 23,304 9,884 227,172 -2,666 284,969 300,576 348,300 ENDING FUND BALANCE 7,421,6511 7,431,535 7,658,707 7,656,041 7,941,011 8,241,587 8,589,887 2,163,732 2,156,207 1,389,626 976,687 375,219 17,909 -345,827 CASH FLOW Cash & Investments, Beg. of Year Net income 23,304 9,884 227,172 -2,666 284,969 300,576 348,300 Add back Depreciation 183,574 183,470 187,691 195,000 200,000 210,000 220,000 Internal loan 600,000 -60,000 -60,000 -60,000 -60,000 -60,000 Deduct Capital Outlay 123,554 1,345,000 513,000 270,079 711,000 736,478 75,000 Ownership in Joint Water Comm -211,392 -214,935 -254,802 -463,724 -71,279 -77,834 -29,495 Cash & Investments, End of Year 2,156,2071 1,389,6261 976,6871 375,2191 17,909 -345,827 57,978 4.05 $4.30 $4.50 $4.70 $4.90 $5.10 $5.30 Retail Rate per 1,000 gallons, Tier 1 Retail Rate per 1,000 gallons, Tier 2 4.45 $4.70 $4.90 $5.10 $5.30 $5.50 $5.70 Retail Rate per 1,000 gallons, Tier 3 4.85 $5.10 $5.30 $5.50 $5.70 $5.90 $6.10 Rate increase from prior year 2.11% 5.15% 3.92% 3.77% 3.64% 3.51%. 3.39% Emergency well surcharge 1 $0.21 $0.211 $0.211 $0.211 $0.211 $0.21 Mpls Rate per 1,000 gallons 1 $2.571 $2.64 $2.731 $2.731 $2,731 $2.731 $2.73 11 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 00505 WATER UTILITY 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4050 TOTAL SPECIAL ASSESSMENTS 4055 SPECIAL ASSESS - INCOME 4060 SPECIAL ASSESS - DELINQUENT 4070 SPECIAL ASSESS - PENALTIES 4075 SPECIAL ASSESS - INTEREST 4050 TOTAL SPECIAL ASSESSMENTS 4300 TOTAL FED INTERGOVERNMENTAL 4320 FEDERAL - FEMA DISASTER AID 4300 TOTAL FED INTERGOVERNMENTAL 4650 TOTAL CH. FOR SERV -ENTERPRISE 4655 UTILITY SALES 4660 UTILITY PENALTIES 4665 REIMBURSEMENT-JWC 4650 TOTAL CH. FOR SERV -ENTERPRISE 4800 TOTAL INVESTMENT EARNINGS 4805 INVESTMENT INCOME 4880 CHANGE IN F.V. OF INVESTMENTS 4800 TOTAL INVESTMENT EARNINGS 4900 TOTAL MISCELLANEOUS 4902 MISCELLANEOUS RECEIPTS 4915 REIMBURSEMENT -OTHER 4946 JWC- $.02/1000 GAL GEN/ADM FEE 4947 SALE OF METERS & PARTS 4948 STATE TESTING FEE BILLED 4955 CERTIFICATION FEES - UB 4900 TOTAL MISCELLANEOUS 5000 TOTAL OTHER FINANCING SOURCES 5003 NET INCOME FROM JOINT VENTURE 5040 GAIN ON DISPOSITION OF ASSETS 5000 TOTAL OTHER FINANCING SOURCES N 4001 REVENUES 2011 2012 Actual Actual Amount Amount 5,613 248 1,448,184- 4,433- 10,001- 12,660- 53,814- 45,781- 58,202- 62,626 - CITY OF CRYSTAL Budget Report 7/31/2013 2013 Prior YTD Actual Actual Amount 162 6,121- 8,848- 19,576- 43,684- 43,684- 52,531- 69,218- 14,293- 14,293- 7/31/2014 2014 2015 2015 YTD Final Requested Approved Actual Budget Budget Budget 6,926- 12,000- 15,000- 15,000- 40,531- 48,000- 45,000- 45,000- 47,457- 60,000- 60,000- 60,000- 8/6/2014 14:29:42 2,484,167- 2,720,583- 1,448,184- 2,569,529- 1,173,219- 2,910,000- 2,946,000- 2,946,000- 53,047- 57,437- 27,890- 52,053- 29,324- 60,000- 54,000- 54,000- 12,110- 12,344- 10,971- 16,247- 6,225- 12,000- 12,000- 12,000- 2,549,323- 2,790,363- 1,487,045- 2,637,830- 1,208,768- 2,982,000- 3,012,000- 3,012,000- 56,953- 40,061- 925 24,253- 15,683- 23,300- 15,000- 15,000- 14,844- 8,667 19,824 71,798- 31,394- 925 4,429- 15,683- 23,300- 15,000- 15,000- 10,916- 18,405- 6,667- 11,450- 6,919- 15,000- 12,000- 12,000- 3,740- 11,512- 12,691- 4,899- 11,517- 4,920- 12,000- 12,000- 12,000- 7,518- 4,821- 4,344- 8,574- 7,584- 6,000- 12,000- 12,000- 50,186- 49,531- 29,058- 49,797- 24,838- 50,000- 50,000- 50,000- 24,325- 22,995- 22,575- 35 24,000- 22,500- 22,500- 108,197- 108,443- 44,968- 103,912- 44,225- 107,000- 108,500- 108,500- 193,633- 159,919- 211,392- 254,802- 254,802- 7,333- 16,033- 17,100- 200,966- 159,919- 16,033- 228,492- 254,802- 254,802- 2,988,486- 3,152,745- 1,599,652- 3,058,174- 1,316,133- 3,172,300- 3,450,302- 3,450,302- CITY OF CRYSTAL 8/6/2014 14:29:42 R5509BUD CY001V Budget Report Fiscal Period: 7 / 14 Level Of Rollup 6 2011 2012 713112013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 6001 EXPENDITURES AND EXPENSES 6 00TOTAL SALARIES AND WAGES 3 6010 SALARIES/WAGES-REG EMPLOYEES 195,317 211,305 124,618 218,339 140,090 225,894 235,006 235,006 6015 OVERTIME -REGULAR EMPLOYEES 5,773 5,525 5,281 8,194 9,101 6,400 6,400 6,400 6050 SALARIES/WAGES-TEMP EMPLOYEES 2,141 1,907 1,569 2,140 2,670 3,200 3,800 3,800 6055 OVERTIME -TEMP EMPLOYEES 12 6 22 22 33 6060 DEMO REIMB FROM EDA/TIF FUNDS 2,198- 399- 6003 TOTAL SALARIES AND WAGES 201,044 218,343 131,490 228,695 151,893 235,494 245,206 245,206 6100 TOTAL EMPLOYEE BENEFITS 6105 S SEC / MEDICARE 14,803 15,820 9,463 16,474 11,044 18,015 18,758 18,758 6110 PERA-COORDINATED 14,577 15,100 8,769 15,775 10,816 16,841 18,105 18,105 6140 HEALTH INSURANCE 34,382 33,415 22,531 36,050 27,354 45,169 49,894 49,894 6142 HEALTH SAVINGS ACCOUNTS 1,995 2,650 2,386 3,818 3,655 6145 DENTAL INSURANCE 361 461 288 461 317 461 461 461 6150 LIFE INSURANCE 78 86 54 87 60 83 88 88 6155 RETIRE HLTH SAVINGS PLAN 2,324 2,380 720 2,766 792 2,584 2,946 2,946 6170 CLOTHING & CLOTHING ALLOW 773 802 551 879 665 900 840 840 6185 WORKERS COMP INSURANCE 4,226 4,722 2,910 5,054 3,939 5,031 6,188 6,188 6188 OPEB ANNUAL ADJUSTMENT 939 2,390 2,325 6195 COMPENSATED ABSENCES 882 3,695 6100 TOTAL EMPLOYEE BENEFITS 75,339 81,520 47,673 83,689 58,641 89,084 97,280 97,280 6200 TOTAL PROFESSIONAL SERVICES 6205 PROFESSIONAL SERVICES 8,663 8,038 5,732 8,842 5,239 12,000 12,000 12,000 6225 BANK CHARGES & CR CARD FEES 4,099 3,736 1,638 4,197 1,451 4,000 4,500 4,500 6200 TOTAL PROFESSIONAL SERVICES 12,762 11,774 7,370 13,039 6,690 16,000 16,500 16,500 6300 TOTAL CONTRACTUAL SERVICES 6305 CONTRACTUAL SERVICES 2,758 5,178 3,500 8,885 2,485 9,600 9,600 9,600 6320 LOGIS SERVICES 19,068 18,720 10,926 19,569 11,572 20,155 21,236 21,236 6365 WATER CHARGES -JWC 2,107,594 2,258,408 1,184,782 2,070,227 1,106,445 2,322,454 2,306,187 2,306,187 6366 WATER- ADDTL $.02/1000 GAL-JWC 11,512 12,691 4,899 11,517 4,920 12,000 12,000 12,000 6370 SERVICE CONN FEES - WATER 49,880 50,503 24,317 49,257 24,804 52,000 50,000 50,000 6300 TOTAL CONTRACTUAL SERVICES 2,190,812 2,345,500 1,228,425 2,159,455 1,150,226 2,416,209 2,399,023 2,399,023 6400 TOTAL UTILITIES 6405 ELECTRIC SERVICE 1,375 1,259 740 1,472 749 1,440 1,600 1,600 w 6410 GAS SERVICE 1,084 727 678 1,136 1,140 1,200 1,200 1,200 CITY OF CRYSTAL 8/6/2014 14:29:42 R5609BUD CY001V Budget Report Fiscal Period: 7 / 14 Level Of Rollup 6 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 294 349 165 329 80 400 400 400 6415 RUBBISH REMOVAL 8,145 8,440 14,754 1,100 1,200 1,200 6420 CITY UTILITY CHARGES 896 1,080 _ 16,723 4,140 4,400 4,400 6400 TOTAL UTILITIES 3,648 3,414 9,728 11,378 6440 TOTAL REPAIR & MAINT SERVICES 379 1,200 1,200 1,200 6445 BUILDING R & M SERVICES 1,243 9 201 1,200 1,200 1,200 6450 EQUIPMENT R & M SERVICES 3,457 562 701 1,163 6455 VEHICLE R & M SERVICES 1,614 84 237 2,286 319 1,400 1,400 1,400 6466 WATER REPAIR - CONTRACTUAL 94,423 105,071 15,496 158,237 30,000 30,000 30,000 6470 SERVICE CONTRACTS 3,112 3,430 3,308 3,308 3,500 27,000 27,000 6440 TOTAL REPAIR & MAINT SERVICES 103,848 109,157 19,742 164,994 900 37,300 60,800 60,800 6480 TOTAL RENTALS 6495 RENTALS - MACHINERY & EQUIP 253 388 388 500 500 500 6480 TOTAL RENTALS 253 388 388 500 500 500 6500 TOTAL SUPPLIES 6505 OPERATING SUPPLIES 4,209 4,903 2,570 4,560 3,075 5,000 5,500 5,500 6525 BLDG REPAIR/MAINT SUPPLIES 85 220 599 599 77 1,000 1,000 1,000 6530 LANDSCAPE MAILS & SUPPLIES 634 500 500 500 6535 EQUIP MAINT SUPPLIES 1,056 2,185 689 811 1,315 4,000 4,000 4,000 6540 VEHICLE SUPPLIES 2,452 2,461 1,636 2,731 2,360 2,500 3,000 3,000 6545 MOTOR FUELS 10,314 10,169 4,347 11,542 5,811 10,600 12,000 12,000 6550 STREET MAINTENANCE MATERIALS 8,871 6,838 3,588 5,465 5,962 10,000 10,000 10,000 6555 SAFETY SUPPLIES 406 462 544 544 547 900 900 900 6575 UTILITY SYSTEM MAINT SUPPLIES 16,391 1,635- 6,298 15,974 10,482 16,000 16,000 16,000 6500 TOTAL SUPPLIES 43,785 26,235 20,271 42,227 29,628 50,500 52,900 52,900 6600 TOTAL COMMUNICATIONS 6605 POSTAGE 4,953 1,528 1,500 1,500 1,500 6610 PHONE SERVICES 389 509 382 642 333 00 6620 DELIVERY CHARGES 11 11 100 100 10000 1 1 100 6600 TOTAL COMMUNICATIONS 5,352 2,047 382 642 333 2,300 2,300 2,300 6650 TOTAL PRINTING AND ADVERTISING 6655 PRINTING - NEWSLETTERS 294 453 544 642 428 600 600 600 6660 PRINTING - NOTICES/ORDINANCES 189 176 176 600 600 600 6650 TOTAL PRINTING AND ADVERTISING 483 453 719 818 428 1,200 1,200 1,200 6700 TOTAL INSURANCE R6509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 CITY OF CRYSTAL Budget Report 2012 2011 2013 Actual Object Code / Description Amount 6705 INSURANCE 7,172 6700 TOTAL INSURANCE 7,172 6800 TOTAL MISCELLANEOUS Final 6810 TRAINING AND TRAVEL 1,640 6820 DUES AND SUBSCRIPTIONS 1,736 6830 LICENSES, PERMITS AND TAXES 823 6840 BOOKS AND PUBLICATIONS 131 6870 BAD DEBT - UB BANKRUPTCIES 4,036 6800 TOTAL MISCELLANEOUS 8,366 6900 TOTAL CAPITAL OUTLAY 4,803 7000 TOTAL DEPRECIATION 4,975 7005 DEPRECIATION 3,683 7011 DEPR-BLDGS & STRUCTURES 3,754 7015 DEPR-IMPROVE OTHER THAN BLDGS 4,975 7020 DEPR-MACHINERY & EQUIPMENT 110,120 7025 DEPR-OFFICE EQUIP & FURNITURE 5,858 7030 DEPR-VEHICLES & TRAILERS 7,881 7035 DEPR-INFRA-UTILITY SYSTEMS 31,201 7000 TOTAL DEPRECIATION 158,814 7100 TOTAL DEBT SERVICE 659 7120 INTEREST EXPENSE 1,000 7100 TOTAL DEBT SERVICE 269 7180 TOTAL INTERFUND SERVICES USED 866 7181 ADMIN SERV CHARGE BY GEN FUND 118,913 7180 TOTAL INTERFUND SERVICES USED 118,913 7200 TOTAL OTHER FINANCING USES 7220 LOSS ON DISPOSITION OF ASSETS 30 7200 TOTAL OTHER FINANCING USES 100 7400 TOTALTRANSFERS OUT 1,366 7412 TRANSFER OUT -GENERAL FUND 1,390 7400 TOTAL TRANSFERS OUT 4,000 rr 6001 EXPENDITURES AND EXPENSES 2,930,591 CITY OF CRYSTAL Budget Report 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Prior YTD Actual YTD Final Requested Approved Amount Actual Amount Actual Budget Budget Budget 7,599 3,683 7,365 2,402 4,803 4,975 4,975 7,599 3,683 7,365 2,402 4,803 4,975 4,975 1,578 606 1,291 1,819 2,000 3,500 3,500 453 408 408 659 1,000 1,000 1,000 269 601 866 231 800 800 800 78 78 30 100 100 100 1,366 499 1,390 563 4,000 4,000 4,000 3,745 2,114 4,033 3,301 7,900 9,400 9,400 8/6/2014 14:29:42 107,142 107,023 3,754 3,754 3,884 1,656 1,656 850 120,026 120,026 120,018 120,018 120,018 5,858 5,858 5,858 14,000 14,000 7,881 7,881 4,530 3,618 3,618 35,119 46,055 48,330 48,399 48,399 172,637 107,142 183,574 107,023 183,470 187,691 187,691 12,000 12,000 12,000 12,000 112,320 58,736 117,472 112,320 58,736 117,472 74,887 74,887 59,226 118,451 128,955 128,955 59,226 118,451 128,955 128,955 3,094,744 1,637,862 3,092,654 1,587,414 3,167,351 3,223,130 3,223,130 8 8/6/2014 14:29:42 CITY OF CRYSTAL R5509BUD CY001V Fiscal Period: 7 / 14 Budget Report Level Of Rollup 6 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 4000 REVENUES AND EXPENDITURES 57,895- 58,001- 38,210 34,481 271,281 4,949- 227,172- 227,172- 00505 WATER UTILITY 57,895- 58,001- 38,210 34,481 271,281 4,949- 227,172- 227,172- 8 8/6/2014 14:29:42 Sewer Utility Fund — 510 Profile and Budget Summary The Sanitary Sewer Utility manages the collection and pumping of sanitary sewage through a system of sewer lines and lift stations. Sewage is pumped through large interceptor lines to waste treatment plants owned by the Metropolitan Council Environmental Services in St. Paul. Fees paid by the City to the Metropolitan Council Environmental Services for its sewage treatment services exceed 60% of the sewer utility fund's operating budget. The cost of maintaining 87 miles of local sewer lines and 7 lift stations is the rest of the budget. Personnel Expenses This table illustrates the personnel that are charged to this department in full time equivalents (F.T.E.): 2013 Actual 2014 Budget 2015 Budget Utilities Superintendent 0.40 0.40 0.40 Maintenance II 2.40 2.40 2.40 Seasonal part-time maintenance 0.13 0.13 0.13 PW administrative assistant 0.24 0.24 0.24 Utility billing specialist 0.40 0.40 0.40 Payroll/utility billing specialist 0.40 0.40 0.40 The Water, Sewer and Storm Drainage Funds are supported by the same personnel with personnel costs being allocated 40% to Water, 40% to Sewer and 20% to Storm Drainage. Staff These personnel are supervised or work in this department, although part of their personnel expenses may be charged to another department in which they also work. • Utilities Superintendent (1): Supervisory work in directing the activities of the three Utilities. This position is responsible for the overall maintenance and operation of the City's Utilities infrastructure, including the operation of 7 sanitary sewer lift station and a 24 hour computer based monitoring and control system. • Maintenance II (6): Maintains sanitary sewer lines and forcemains by jetting, root cutting, and general repair work; maintains sewer lift stations and control systems; maintain related heavy equipment and vehicles; be available to work on-call nights and weekends. • Public Works Administrative Assistant (0.6): Handles voice, email and mail communications for the department, prepares data and spreadsheets, copies and files documents and assists in setting up public meetings. • Utility Billing Specialist (1): Processes utility billing including meter readings, monthly billings, payments, ownership changes, meter changes and annual assessment of delinquent accounts and provides customer service to utility customers. 17 • Payroll/Utility Billing Specialist (1): Processes bi-weekly payrolls for employees. Acts as the backup to utility billing, scans daily utility payments into billing system, and provides customer service to utility customers. Funding Sources The Sewer Fund is supported by sewer service fees. 2015 Goals and Objectives • Continue to reduce the amount of infiltration and inflow (I&I) that enters the sanitary sewer collection system including ground water, storm water, and other non -sewage water. This is accomplished by using the cured in place pipe (CIPP) relining process. Budget Highlights Line Item/Description Amount Discussion 6375 / Sewage disposal $1,350,000 Sewage treatment fee paid to the charges — Metro Council Metropolitan Council Environment Services. Environmental Services This is influenced by the MCES operating costs and the amount of infiltration & inflow. 7412 / Transfer out to $128,955 Cost for employees in the Administration, General Fund Engineering & Finance departments who are charged to the General Fund but spend part of their time supporting the Sewer Fund Sewer Rates The residential sewer rates will increase in 2015 to $50.00 per quarter, up from the $48.60 per quarter that is in effect for 2014. Commercial sewer rates will also increase to $2.21 per unit of water as compared with the $2.15 per unit of water that is in effect for 2014. 18 SEWER UTILITY RATE STUDY 2015 Requested Budget with $300,000 Loan to Water Fund PROFIT & LOSS 2013 2014 2015 2016 20171 2018 2019 REVENUES Billing Revenues Delinquent Penalties Investment Income Internal Loan Intererst @ 2% Miscellaneous TOTAL REVENUES 1,904,202 35,337 9,033 2,569 1,960,300 37,000 38,000 6,000 2,017,250 36,000 28,000 6,000 3,600 2,080,328 39,526 42,123 5,400 7,200 2,142,405 40,706 41,752 4,800 7,200 2,204,483 41,885 36,134 4,200 7,200 2,266,560 43,065 22,661 3,600 7,200 1,973,327 2,041,300 2,090,850 2,174,577 2,236,862 2,293,902 2,343,085 EXPENSES Salaries & Wages Fringe Benefits MCES Disposal Charges Professional/Contractual 228,695 83,583 1,270,154 34,770 235,494 89,084 1,319,193 32,905 245,206 97,280 1,350,000 34,016 251,336 102,144 1,383,750 35,036 257,620 107,251 1,418,344 36,088 264,060 112,614 1,453,802 37,170 270,662 118,244 1,490,147 38,285 Utilities Repair & Maintenance Supplies Communications & Printing Insurance & Training Depreciation Admin. Service Charge TOTAL EXPENSES 21,932 17,650 37,728 1,433 9,253 104,994 117,472 21,200 20,900 55,550 2,850 23,086 108,691 118,451 23,600 20,400 58,950 2,850 29,630 137,086 128,955 24,308 21,012 60,719 2,936 30,519 130,000 132,179 25,037 21,642 62,540 3,024 31,434 140,000 135,483 25,788 22,292 64,416 3,114 32,378 150,000 138,870 26,562 22,960 66,349 3,208 33,349 160,000 142,342 1,927,664 2,027,404 2,127,973 2,173,938 2,238,463 2,304,505 2,372,109 NET INCOME or -LOSS 45,663 13,896 -37,123 638 -1,601 -10,603 -29,023 ENDING FUND BALANCE 7,487,049 7,500,9451 7,463,822 7,464,460 7,462,860 7,452,257 7,423,233 4,477,742 45,663 104,994 24,399 4,622,938 13,896 108,691 1,128,000 -300,000 3,317,525 -37,123 137,086 1,000,110 30,000 2,447,378 638 130,000 812,447 30,000 1,795,569 -1,601 140,000 391,000 30,000 1,572,969 -10,603 150,000 887,006 30,000 855,360 -29,023 160,000 360,000 30,000 CASH FLOW Cash & Investments, Beg. of Year Net income Add back Depreciation Deduct Capital Outlay Water Fund internal loan Cash & Investments, End of Year 4,622,938 3,317,525 2,447,378 1,795,569 1,572,9691 855,360 656,336 Commercial metered rate/1,000 gal Standard residential rate/quarter Senior residential rate/quarter Rate increase from prior year $2.07 $46.80 $37.91 1.30%1 $2.15 $48.60 $39.37 3,86%1 $2.21 $50.00 $40.50 2.87% $2.27 $51.50 $41.71 3.00% $2.34 $53.00 $42.93 2.91%, $2.41 $54.50 $44.14 2.83% $2.47 $56.00 $45.36 2.75% 19 4320 CITY OF CRYSTAL 8/6/2014 14:29:42 R5509BUD CY001V _ Budget Report Fiscal Period: 7 / 14 Level Of Rollup 6 6003 TOTAL SALARIES AND WAGES 4300 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 00510 SEWER UTILITY 195,317 4000 REVENUES AND EXPENDITURES TOTAL CH. FOR SERV -ENTERPRISE 4001 REVENUES 118,602 4300 TOTAL FED INTERGOVERNMENTAL 235,006 4320 FEDERAL - FEMA DISASTER AID _ 5,086- 6003 TOTAL SALARIES AND WAGES 4300 TOTAL FED INTERGOVERNMENTAL 5,086- 6010 SALARIES/WAGES-REG EMPLOYEES 195,317 4650 TOTAL CH. FOR SERV -ENTERPRISE 218,339 118,602 225,894 235,006 235,006 6015 OVERTIME -REGULAR EMPLOYEES 5,773 5,525 4655 UTILITY SALES 1,931,083- 1,936,762- 1,139,978- 1,955,517- 989,923- 2,012,300- 2,069,250- 2,069,250- 4660 UTILITY PENALTIES 36,371- 35,792- 20,454- 35,337- 21,175- 37,000- 36,000- 36,000- 4695 CREDIT- SR/DISABLED DISCOUNT 47,711 45,208 26,749 45,454 23,223 46,000 46,000 46,000 4698 CREDIT - SENIOR RENTAL REBATE 6,579 7,620 _ 5,827 5,861 7,210 6,000 6,000 6,000 4650 TOTAL CH. FOR SERV -ENTERPRISE 1,913,165- 1,919,725- 1,127,855- 1,939,539- 980,666- 1,997,300- 2,053,250- 2,053,250- 4800 TOTAL INVESTMENT EARNINGS 4805 INVESTMENT INCOME 90,039- 69,059- 1,893 49,465- 33,483- 38,000- 28,000- 28,000- 4810 INTEREST- INTERNAL FUNDS 6,000- 6,000- 4880 CHANGE IN F.V. OF INVESTMENTS 23,468- 14,941 40,432 4800 TOTAL INVESTMENT EARNINGS 113,507- 54,118- 1,893 9,033- 33,483- 38,000- 34,000- 34,000- 4900 TOTAL MISCELLANEOUS 4902 MISCELLANEOUS RECEIPTS 11,558- 3,388- 904- 2,569- 186- 6,000- 3,600- 3,600- 4900 TOTAL MISCELLANEOUS 11,558- 3,388- 904- 2,569- 186- 6,000- 3,600- 3,600- 5000 TOTAL OTHER FINANCING SOURCES 5040 GAIN ON DISPOSITION OF ASSETS 7,333- 16,033- 17,100- 5000 TOTAL OTHER FINANCING SOURCES 7,333- 16,033- 17,100- 4001 REVENUES 2,045,563- 1,977,231- 1,142,900- 1,973,327- 1,014,335- 2,041,300- 2,090,850- 2,090,850- 6001 EXPENDITURES AND EXPENSES 6003 TOTAL SALARIES AND WAGES 6010 SALARIES/WAGES-REG EMPLOYEES 195,317 211,305 124,618 218,339 118,602 225,894 235,006 235,006 6015 OVERTIME -REGULAR EMPLOYEES 5,773 5,525 5,281 8,194 8,705 6,400 6,400 6,400 6050 SALARIES/WAGES-TEMP EMPLOYEES 2,141 1,907 1,569 2,140 1,720 3,200 3,800 3,800 6055 OVERTIME -TEMP EMPLOYEES 12 6 22 22 33 6060 DEMO REIMB FROM EDA/TIF FUNDS 2,198- 399- 6003 TOTAL SALARIES AND WAGES 201,044 218,343 131,490 228,695 129,060 235,494 245,206 245,206 N 6100 TOTAL EMPLOYEE BENEFITS R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 6105 S SEC / MEDICARE 6110 PERA-COORDINATED 6140 HEALTH INSURANCE 6142 HEALTH SAVINGS ACCOUNTS 6145 DENTAL INSURANCE 6150 LIFE INSURANCE 6155 RETIRE HLTH SAVINGS PLAN 6170 CLOTHING & CLOTHING ALLOW 6185 WORKERS COMP INSURANCE 6188 OPEB ANNUAL ADJUSTMENT 6195 COMPENSATED ABSENCES 6100 TOTAL EMPLOYEE BENEFITS 6200 TOTAL PROFESSIONAL SERVICES 6205 PROFESSIONAL SERVICES 6225 BANK CHARGES & CR CARD FEES 6200 TOTAL PROFESSIONAL SERVICES 6300 TOTAL CONTRACTUAL SERVICES 6305 CONTRACTUAL SERVICES 6320 LOGIS SERVICES 6375 SEWAGE DISPOSAL CHARGES - MCES 6300 TOTAL CONTRACTUAL SERVICES 6400 TOTAL UTILITIES 6405 ELECTRIC SERVICE 6410 GAS SERVICE 6415 RUBBISH REMOVAL 6420 CITY UTILITY CHARGES 6400 TOTAL UTILITIES 6440 TOTAL REPAIR & MAINT SERVICES 6445 BUILDING R & M SERVICES 6450 EQUIPMENT R & M SERVICES 6455 VEHICLE R & M SERVICES 6460 STREET R & M SERVICES 6467 SEWER REPAIR - CONTRACTUAL 6468 LIFT STAT REPAIR - CONTRACTUAL N 6470 SERVICE CONTRACTS 6440 TOTAL REPAIR & MAINT SERVICES 8/6/2014 14:29:42 7/31/2014 2014 CITY OF CRYSTAL 2015 YTD Budget Report 2011 2012 7/31/2013 2013 Actual Actual Prior YTD Actual Amount Amount Actual Amount 14,803 15,820 9,463 16,474 14,577 15,100 8,769 15,775 34,382 33,570 22,531 36,050 1,995 2,650 2,386 3,818 361 461 288 461 78 86 54 87 2,324 2,380 720 2,766 773 802 22 773 4,226 4,722 2,910 5,054 939 2,390 519 2,325 882 3,695 1,340 3,150 75,339 81,675 47,143 83,583 2,342 1,729 955 6,057 253 444 308 614 2,595 2,173 1,264 6,671 2,227 5,178 4,203 8,530 19,068 18,720 10,926 19,569 1,279,669 1,246,377 846,769 1,270,154 1,300,963 1,270,275 861,899 1,298,253 19,912 15,381 10,562 18,930 1,519 1,076 985 1,649 294 349 165 329 894 1,126 728 1,023 22,619 17,932 12,440 21,932 2,664 1,000 8,137 10,000 286 3,518 1,390 1,996 1,485 65 30 2,079 3,767 10,471 9,365 300 19,900 5,084 522 13,121 112 224 111 8,314 19,362 1,941 17,607 8/6/2014 14:29:42 7/31/2014 2014 2015 2015 YTD Final Requested Approved Actual Budget Budget Budget 9,387 18,015 18,758 18,758 9,230 16,841 18,105 18,105 23,209 45,169 49,894 49,894 3,101 269 461 461 461 51 83 88 88 672 2,584 2,946 2,946 900 840 840 3,345 5,031 6,188 6,188 49,263 89,084 97,280 97,280 822 2,400 2,400 2,400 519 750 780 780 1,340 3,150 3,180 3,180 2,485 9,600 9,600 9,600 11,572 20,155 21,236 21,236 879,462 1,319,193 1,350,000 1,350,000 893,519 1,348,948 1,380,836 1,380,836 11,787 18,000 20,000 20,000 1,535 1,600 1,700 1,700 80 400 400 400 531 1,200 1,500 1,500 13,932 21,200 23,600 23,600 1,200 1,200 1,200 1,228 1,500 1,500 1,500 1,000 1,000 1,000 1,000 1,000 1,000 8,137 10,000 10,000 10,000 5,000 5,000 5,000 200 200 200 9,365 19,900 19,900 19,900 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 6480 TOTAL RENTALS 6495 RENTALS - MACHINERY & EQUIP 6480 TOTAL RENTALS 6500 TOTAL SUPPLIES 6505 OPERATING SUPPLIES 6525 BLDG REPAIR/MAINT SUPPLIES 6530 LANDSCAPE MAILS & SUPPLIES 6535 EQUIP MAINT SUPPLIES 6540 VEHICLE SUPPLIES 6545 MOTOR FUELS 6550 STREET MAINTENANCE MATERIALS 6555 SAFETY SUPPLIES 6575 UTILITY SYSTEM MAINT SUPPLIES 6580 SEWER LINE REPAIR SUPPLIES 6585 LIFT STATION REPAIR SUPPLIES 6500 TOTAL SUPPLIES 6600 TOTAL COMMUNICATIONS 6605 POSTAGE 6610 PHONE SERVICES 6600 TOTAL COMMUNICATIONS 6650 TOTAL PRINTING AND ADVERTISING 6690 ADVERTISING -GENERAL 6650 TOTAL PRINTING AND ADVERTISING 6700 TOTAL INSURANCE 6705 INSURANCE 6700 TOTAL INSURANCE 6800 TOTAL MISCELLANEOUS 6810 TRAINING AND TRAVEL 6820 DUES AND SUBSCRIPTIONS 6830 LICENSES, PERMITS AND TAXES 6840 BOOKS AND PUBLICATIONS 6870 BAD DEBT - UB BANKRUPTCIES N 6800 TOTAL MISCELLANEOUS N 7,504 7,377 CITY OF CRYSTAL 6,325 7,504 Budget Report 3,163 2011 2012 7/31/2013 2013 Actual Actual Prior YTD Actual Amount Amount Actual Amount 23 62 43 43 78 2,164 43 43 3,622 5,292 1,340 3,281 105 167 472 472 3,849 5,379 1,006 1,588 1,053 2,895 971 2,062 10,314 10,169 4,347 11,542 18,436 1,228 2,000 274 393 412 524 524 21,876 13,453 150 11,474 1,007 2,904 2,715 6,512 42,221 41,900 11,525 37,728 4,878 1,482 896 1,016 752 1,433 5,774 2,498 752 1,433 7,504 7,377 3,163 6,325 7,504 7,377 3,163 6,325 2,005 1,731 1,240 1,885 40 370 150 150 51 116 23 23 62 78 572 78 2,164 1,155 112 792 4,322 3,450 1,525 2,928 7131/2014 2014 YTD Final Actual Budget 500 1,000 500 1,000 1,839 6,000 68 1,500 200 200 3,670 6,500 806 2,500 5,742 10,600 572 3,000 322 750 17,771 18,000 2,500 2,500 5,579 4,000 36,368 55,550 1,500 1,500 925 1,100 925 2,600 250 250 250 250 9,218 18,436 9,218 18,436 2,607 2,000 96 600 80 150 100 100 208 1,800 2,991 4,650 8/6/2014 14:29:42 2015 2015 Requested Approved Budget Budget 500 500 500 500 6,000 6,000 1,500 1,500 200 200 6,500 6,500 2,500 2,500 12,000 12,000 4,000 4,000 750 750 18,000 18,000 2,500 2,500 5,000 5,000 58,950 58,950 1,500 1,500 1,100 1,100 2,600 2,600 250 250 250 250 23,480 23,480 23,480 23,480 3,500 3,500 600 600 150 150 100 100 1,800 1,800 6,150 6,150 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 6900 TOTAL CAPITAL OUTLAY 6920 MACHINERYAND EQUIPMENT 6935 INFRA- UTILITY SYSTEMS 6900 TOTAL CAPITAL OUTLAY 7000 TOTAL DEPRECIATION 7005 DEPRECIATION 7011 DEPR-BLDGS & STRUCTURES 7020 DEPR-MACHINERY & EQUIPMENT 7026 DEPR-SOFTWARE 7030 DEPR-VEHICLES&TRAILERS 7035 DEPR-INFRA-UTILITY SYSTEMS 7000 TOTAL DEPRECIATION 7180 TOTAL INTERFUND SERVICES USED 7181 ADMIN SERV CHARGE BY GEN FUND 7180 TOTAL INTERFUND SERVICES USED 7200 TOTAL OTHER FINANCING USES 7220 LOSS ON DISPOSITION OF ASSETS 7200 TOTAL OTHER FINANCING USES 7400 TOTAL TRANSFERS OUT 7412 TRANSFER OUT -GENERAL FUND 7400 TOTAL TRANSFERS OUT 6001 EXPENDITURES AND EXPENSES 4000 REVENUES AND EXPENDITURES 00510 SEWER UTILITY N W 8/6/2014 14:29:42 59,226 118,451 CITY OF CRYSTAL 128,955 59,226 118,451 128,955 128,955 Budget Report 1,928,975 1,874,699 1,197,679 1,927,664 1,268,743 2,027,404 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Amount Amount Actual Amount Actual Budget Budget Budget 5,503 131 5,503 131 60,256 63,406 3,681 3,681 3,681 3,810 3,677 3,677 20,785 20,168 20,117 18,028 30,204 30,204 4,000 4,000 7,880 7,880 7,880 4,530 7,507 7,507 107,022 65,663 72,115 82,323 _ 91,698 91,698 139,368 97,392 60,256 103,794 63,406 108,691 137,086 137,086 118,913 112,320 58,736 117,472 118,913 112,320 58,736 117,472 1,200 1,200 8/6/2014 14:29:42 59,226 118,451 128,955 128,955 59,226 118,451 128,955 128,955 1,928,975 1,874,699 1,197,679 1,927,664 1,268,743 2,027,404 2,127,973 2,127,973 116,587- 102,532- 54,779 45,663- 254,408 13,896- 37,123 37,123 116,587- 102,532- 54,779 45,663- 254,408 13,896- 37,123 37,123 Storm Drainage Utility Fund — 515 Profile and Budget Summary The Storm Drainage Fund provides for the operation, maintenance, and improvement of the storm drainage system. Federal and State mandates require the City to undertake projects to better handle the runoff from large storms and to improve the quality of water entering local lakes and streams. The City works closely with both the Shingle Creek and Bassett Creek Watershed Management Organizations. Personnel Expenses This table illustrates the personnel that are charged to this department in full time equivalents (F.T.E.): Staff These personnel are supervised or work in this department, although part of their personnel expenses may be charged to another department in which they also work. • Utilities Superintendent (1): Supervisory work in directing the activities of the three Utilities. This position is responsible for the overall maintenance and operation of the City's Utilities infrastructure, including the operation of the Gaulke Pond stormwater lift station, cleaning water quality manholes, and maintaining the ponds, rain gardens, and collection system throughout the city. • Maintenance II (6): Maintains lift station, storm drains, inlets, outfalls and road crossings; maintains ponds, rain gardens, and North Branch Bassett Creek; operates and maintains various trucks & equipment and is available to work on-call nights & weekends. • Public Works Administrative Assistant (0.6): Handles voice, email & mail communications for department prepares data & spreadsheets, copies & files documents and assists in setting up public meetings. • Utility Billing Specialist (1): Processes utility billing including meter readings, monthly billings, payments, ownership changes, meter changes and annual assessment of delinquent accounts and provides customer service to utility customers. 24 2013 Actual 2014 Budget 2015 Budget Utilities Superintendent 0.20 0.20 0.20 Maintenance II 1.20 1.20 1.20 Seasonal part-time maintenance 0.57 0.57 0.57 PW administrative assistant 0.12 0.12 0.12 Utility billing specialist 0.20 0.20 0.20 Payroll/utility billing specialist 0.20 0.20 0.20 The Water, Sewer and Storm Drainage Funds are supported by the same personnel with personnel costs being allocated 40% to Water, 40% to Sewer and 20% to Storm Drainage. Staff These personnel are supervised or work in this department, although part of their personnel expenses may be charged to another department in which they also work. • Utilities Superintendent (1): Supervisory work in directing the activities of the three Utilities. This position is responsible for the overall maintenance and operation of the City's Utilities infrastructure, including the operation of the Gaulke Pond stormwater lift station, cleaning water quality manholes, and maintaining the ponds, rain gardens, and collection system throughout the city. • Maintenance II (6): Maintains lift station, storm drains, inlets, outfalls and road crossings; maintains ponds, rain gardens, and North Branch Bassett Creek; operates and maintains various trucks & equipment and is available to work on-call nights & weekends. • Public Works Administrative Assistant (0.6): Handles voice, email & mail communications for department prepares data & spreadsheets, copies & files documents and assists in setting up public meetings. • Utility Billing Specialist (1): Processes utility billing including meter readings, monthly billings, payments, ownership changes, meter changes and annual assessment of delinquent accounts and provides customer service to utility customers. 24 • Payroll/Utility Billing Specialist (1): Processes bi-weekly payrolls for employees. Acts as the backup to utility billing, scans daily utility payments into billing system, and provides customer service to utility customers. Funding Sources The Storm Drainage Fund is supported by storm drainage service fees. 2015 Goals and Objectives • Completion of the MAC Park 639W water quality channel project. • Begin the design of the storm drainage collection system upgrades in the Phase 14 North Lions Park Street Reconstruction Project Area, to be built in 2015. Budget Highlights Line Item/Description Amount Discussion 7412 / Transfer out to $34,700 Cost for employees in the Administration, General Fund Engineering & Finance departments who are charged to the General Fund but spend part of their time supporting the Storm Drainage Fund 7430 / Transfer out — $68,000 Transfer pays 40% of alley improvement Permanent Improvement projects since the projects improve Revolving Fund draina a of storm water Storm Drainage Rates The residential storm drainage rates will increase from the $11.70 per quarter that is in effect for 2014 to $12.60 per quarter in 2015. Commercial storm drainage rates will increase from $292.50 per acre in 2014 to $315.00 per acre in 2015. 25 STORM DRAINAGE UTILITY RATE STUDY 2015 Requested Budget PROFIT & LOSS 2013 2014 2015 2016 2017 2018 2019 REVENUES Billing Revenues Delinquent Penalties Bassett Creek Watershed 707,955 9,049 835,000 760,500 10,400 819,000 9,800 877,500 10,530 936,000 11,232 994,500 11,934 650,000 1,053,000 12,636 Investment Income TOTAL REVENUES 1,269 100 300 6,831 -13,353 -5,748 -17,705 1,553,273 771,000 829,100 894,861 933,879 1,650,686 1,047,931 EXPENSES Salaries & Wages Fringe Benefits Professional/Contractual 121,368 44,160 105,526 134,147 46,337 34,177 137,683 50,386 34,718 140,437 52,905 35,760 143,245 55,551 36,832 146,110 58,328 37,937 149,033 61,244 39,075 Utilities Repair & Maintenance Storm water pond dredging Supplies Communications & Printing Insurance, Training & Dues Depreciation Admin. Service Charge 6,503 3,794 34,793 369 57,023 292,012 31,610 6,400 3,000 17,450 1,250 61,414 276,539 31,874 7,020 4,500 18,750 1,250 64,283 324,570 34,700 7,231 4,635 75,000 19,313 1,288 66,211 330,000 35,394 7,448 4,774 19,892 1,326 68,198 340,000 36,102 7,671 4,917 80,000 20,489 1,366 70,244 350,000 36,824 7,901 5,065 21,103 1,407 72,351 360,000 37,560 Transfers to other funds 49,594 63,200 68,000 60,000 TOTAL EXPENSES 746,752 675,788 745,860 828,173 713,368 813,886 754,740 NET INCOME or -LOSS 806,521 95,212 83,240 66,688 220,512 836,800 293,191 FUND BALANCE - ENDING 8,071,916 8,167,128 8,250,368 8,233,816 8,470,880 9,070,616 8,764,071 657,240 806,521 292,012 1,200,038 394,514 95,212 276,539 150,000 616,265 83,240 324,570 682,534 341,541 66,688 330,000 1,272,336 -534,107 220,512 340,000 218,000 -191,595 836,800 350,000 1,585,376 -590,171 293,191 360,000 0 CASH FLOW Cash & Investments, Beg. of Year Net income Add back Depreciation Deduct Capital Outlay Cash & Investments, End of Year 394,514 616,2651 341,541 -534,107 -191,595 -590,171 63,020 Commercial & multi -residential rate per acre per quarter Standard residential rate/quarter Rate increase from prior year $270.00 $10.80 5.88%1 $292.50 $11.70 8.33% $315.00 $12.60 7.69% $337.50 $13.50 7.14% $360.00 $14.40 6.67% $382.50 $15.30 6.25% $405.00 $16.20 5.88% M R5609BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 2011 2012 Actual Actual Amount Amount 00515 STORM DRAINAGE UTILITY 819,000- 4000 REVENUES AND EXPENDITURES 4390 TOTAL OTHER INTERGOVERNMENTAL 4001 REVENUES 1,695- 4300 TOTAL FED INTERGOVERNMENTAL 770,900- 4320 FEDERAL - FEMA DISASTER AID 828,800- 4300 TOTAL FED INTERGOVERNMENTAL 100- 4345 TOTAL STATE INTERGOVERNMENTAL 4655 UTILITY SALES 4347 STATE - MISCELLANEOUS 347,404- 4345 TOTAL STATE INTERGOVERNMENTAL 347,404- 4390 TOTAL OTHER INTERGOVERNMENTAL 8,971- CITY OF CRYSTAL 8/6/2014 14:29:42 Budget Report 7/31/2013 2013 7/31/2014 2014 2015 2015 Prior YTD Actual YTD Final Requested Approved Actual Amount Actual Budget Budget Budget 2,642- 2,642- 4393 LOCAL - MISCELLANEOUS 760,500- 1,695- 819,000- 5,958- 4390 TOTAL OTHER INTERGOVERNMENTAL 9,800- 1,695- 381,847- 770,900- 4650 TOTAL CH. FOR SERV -ENTERPRISE 828,800- 3,471- 100- 300- 4655 UTILITY SALES 644,038- 667,073- 413,519- 707,955- 4660 UTILITY PENALTIES 8,971- 9,193- 5,212- 9,049- 4650 TOTAL CH. FOR SERV -ENTERPRISE 653,009- 676,265- 418,730- 717,005- 4800 TOTAL INVESTMENT EARNINGS 4805 INVESTMENT INCOME 29,385- 18,139- 250 6,951- 4880 CHANGE IN F.V. OF INVESTMENTS 7,659- 3,924 5,682 4800 TOTAL INVESTMENT EARNINGS 37,044- 14,215- 250 1,269- 4900 TOTAL MISCELLANEOUS 4902 MISCELLANEOUS RECEIPTS 3,752- 1,354- 5,240- 4900 TOTAL MISCELLANEOUS 3,752- 1,354- 5,240- 5000 TOTAL OTHER FINANCING SOURCES 5040 GAIN ON DISPOSITION OF ASSETS 7,333- 1,404- 16,033- _ 17,100- 5000 TOTAL OTHER FINANCING SOURCES 7,333- 1,404- 16,033- 17,100- 5095 TOTAL CAPITAL CONTRIBUTIONS 5096 CAPITAL CONTRIBUTIONS 590,656- 251,239- 1,550,646- 5095 TOTAL CAPITAL CONTRIBUTIONS 590,656- 251,239- 1,550,646- 4001 REVENUES 1,639,199- 946,173- 434,514- 2,293,902- N v 6001 EXPENDITURES AND EXPENSES 375,890- 760,500- 819,000- 819,000- 5,958- 10,400- 9,800- 9,800- 381,847- 770,900- 828,800- 828,800- 3,471- 100- 300- 300- 3,471- 100- 300- 300- 11,612- 11,612- 396,931- 771,000- 829,100- 829,100- R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 6003 TOTAL SALARIES AND WAGES 6010 SALARIES/WAGES-REG EMPLOYEES 6015 OVERTIME -REGULAR EMPLOYEES 6050 SALARIES/WAGES-TEMP EMPLOYEES 6055 OVERTIME -TEMP EMPLOYEES 6060 DEMO REIMB FROM EDA/TIF FUNDS 6003 TOTAL SALARIES AND WAGES 6100 TOTAL EMPLOYEE BENEFITS 6105 S SEC / MEDICARE 6110 PERA-COORDINATED 6140 HEALTH INSURANCE 6142 HEALTH SAVINGS ACCOUNTS 6145 DENTAL INSURANCE 6150 LIFE INSURANCE 6155 RETIRE HLTH SAVINGS PLAN 6170 CLOTHING R CLOTHING ALLOW 6185 WORKERS COMP INSURANCE 6188 OPEB ANNUAL ADJUSTMENT 6190 UNEMPLOYMENT INSURANCE 6195 COMPENSATED ABSENCES 6100 TOTAL EMPLOYEE BENEFITS 6200 TOTAL PROFESSIONAL SERVICES 6205 PROFESSIONAL SERVICES 6225 BANK CHARGES 8, CR CARD FEES 6200 TOTAL PROFESSIONAL SERVICES 6300 TOTAL CONTRACTUAL SERVICES 6305 CONTRACTUAL SERVICES 6315 TREE TRIM / REMOVAL SERVICES 6320 LOGIS SERVICES 6300 TOTAL CONTRACTUAL SERVICES 6400 TOTAL UTILITIES 6405 ELECTRIC SERVICE 6410 GAS SERVICE 6415 RUBBISH REMOVAL N 6420 CITY UTILITY CHARGES 00 6400 TOTAL UTILITIES CITY OF CRYSTAL Budget Report 8/6/2014 14:29:42 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Amount Amount Actual Amount Actual Budget Budget Budget 97,658 105,652 62,309 109,170 59,301 112,947 117,503 117,503 2,887 2,762 2,641 4,097 4,352 3,200 3,200 3,200 3,878 7,028 5,860 8,090 5,540 18,000 16,980 16,980 94 3 11 11 17 1,099- 199- 103,418 115,246 70,821 121,368 69,210 134,147 137,683 137,683 7,623 8,375 5,120 8,774 5,052 10,262 10,533 10,533 7,288 7,550 4,385 7,888 4,615 8,421 9,053 9,053 17,191 16,785 11,266 18,025 11,605 22,585 24,947 24,947 956 1,325 1,193 1,909 1,551 222 230 144 230 134 230 230 230 39 43 27 43 25 42 44 44 1,162 1,190 360 1,383 336 1,292 1,473 1,473 386 401 11 387 111 450 420 420 2,126 2,541 1,625 2,762 1,841 3,055 3,686 3,686 469 1,194 1,163 1,596 428 441 1,847 37,904 41,481 24,130 44,160 25,698 46,337 50,386 50,386 43,900 3,215 2,801 6,197 1,178 15,000 15,000 15,000 126 222 154 307 259 300 300 300 44,027 3,437 2,955 6,504 1,437 15,300 15,300 15,300 81,261 170,756 1,830 89,238 2,668 4,800 4,800 4,800 4,000 4,000 4,000 9,534 9,360 5,463 9,784 5,785 10,077 10,618 10,618 90,795 180,116 7,293 99,022 8,453 18,877 19,418 19,418 6,015 4,152 3,522 5,151 4,459 5,000 5,400 5,400 542 363 339 568 570 600 600 600 147 174 82 273 40 200 300 300 447 563 364 512 265 600 720 720 7.151 5,253 4,307 6,503 5,334 6,400 7,020 7,020 CITY OF CRYSTAL 8/6/2014 14:29:42 R5509BUD CY001V Budget Report Fiscal Period: 7 / 14 Level Of Rollup 6 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 6440 TOTAL REPAIR & MAINT SERVICES 500 500 500 6445 BUILDING R & M SERVICES 756 500 500 500 6450 EQUIPMENT R & M SERVICES 64 590 893 80 6455 VEHICLE R & M SERVICES 742 508 200 200 200 252 500 500 500 6460 STREET R & M SERVICES 1,500 1,500 6465 UTILITY SYSTEMS R & M SERVICES 4,475 60,841 1,278 1,532 688 6470 SERVICE CONTRACTS 224 186 223 445 111 300 300 300 6440 TOTAL REPAIR & MAINT SERVICES 6,197 61,343 2,090 3,378 879 2,000 3,500 3,500 6480 TOTAL RENTALS 6495 RENTALS - MACHINERY & EQUIP 2,371 21 416 1,000 1,000 1,000 6480 TOTAL RENTALS 2,371 21 416 1,000 1,000 1,000 6500 TOTAL SUPPLIES 6505 OPERATING SUPPLIES 1,877 1,778 993 1,402 930 3,000 3,000 3,000 6525 BLDG REPAIR/MAINT SUPPLIES 19 68 240 240 600 600 600 6530 LANDSCAPE MAT'LS & SUPPLIES 4,593 44,811 545 20,626 408 500 1,000 1,000 6535 EQUIP MAINT SUPPLIES 429 481 282 282 115 750 750 750 6540 VEHICLE SUPPLIES 359 480 216 224 359 1,000 600 600 6545 MOTOR FUELS 5,157 5,084 2,173 5,771 2,927 5,300 6,000 6,000 6550 STREET MAINTENANCE MATERIALS 316 1,531 1,000 1,500 1,500 6555 SAFETY SUPPLIES 197 206 262 262 134 300 300 300 6575 UTILITY SYSTEM MAINT SUPPLIES 6,046 899 6,343 5,985 4,000 4,000 4,000 6585 LIFT STATION REPAIR SUPPLIES 447 1,086 1,000 1,000 1,000 6500 TOTAL SUPPLIES 18,677 54,569 11,055 34,793 7,491 17,450 18,750 18,750 6600 TOTAL COMMUNICATIONS 6605 POSTAGE 2,439 741 750 750 750 6610 PHONE SERVICES 194 247 187 314 164 300 300 300 6600 TOTAL COMMUNICATIONS 2,633 988 187 314 164 1,050 1,050 1,050 6650 TOTAL PRINTING AND ADVERTISING 200 6660 PRINTING - NOTICES/ORDINANCES 46 229 55 _ 55 53 200 _ 200 6650 TOTAL PRINTING AND ADVERTISING 46 229 55 55 53 200 200 200 6700 TOTAL INSURANCE 3,670 4,035 1,587 3,174 1,032 2,064 1,433 1,433 6705 INSURANCE 4,035 1,587 3,174 1,032 2,064 1,433 1,433 N 6700 TOTAL INSURANCE 3,670 8/6/2014 14:29:42 7/31/2014 2014 2015 CITY OF CRYSTAL R5509BUD CY001V Final Requested Approved Actual Budget Budget Budget Budget Report 281,158 Fiscal Period: 7 / 14 161,315 276,539 1,294 300 1,800 Level Of Rollup 6 50,989 58,000 60,000 60,000 136 2011 2012 7/31/2013 2013 100 Actual Actual Prior YTD Actual Object Code / Description Amount Amount Actual Amount 6800 TOTAL MISCELLANEOUS 62,850 6810 TRAINING AND TRAVEL 238 362 300 300 6820 DUES AND SUBSCRIPTIONS 53,165 52,926 52,260 53,225 6830 LICENSES, PERMITS AND TAXES 120 420 620 120 6840 BOOKS AND PUBLICATIONS 31 39 39 6870 BAD DEBT - UB BANKRUPTCIES 989 250 14 165 6800 TOTAL MISCELLANEOUS 54,543 53,997 53,194 53,849 6900 TOTAL CAPITAL OUTLAY 6920 MACHINERYAND EQUIPMENT 171,975 6930 VEHICLES & TRAILERS 25,773 6900 TOTAL CAPITAL OUTLAY 197,748 7000 TOTAL DEPRECIATION 7005 DEPRECIATION 150,696 7011 DEPR-BLDGS & STRUCTURES 381 381 381 7020 DEPR-MACHINERY & EQUIPMENT 8,272 16,973 26,952 7030 DEPR-VEHICLES & TRAILERS 10,147 10,147 12,653 7035 DEPR-INFRA-UTILITY SYSTEMS 178,141 199,611 252,026 7000 TOTAL DEPRECIATION 196,941 227,112 150,696 292,012 7180 TOTAL INTERFUND SERVICES USED 7181 ADMIN SERV CHARGE BY GEN FUND 31,998 30,224 15,805 31,610 7180 TOTAL INTERFUND SERVICES USED 31,998 30,224 15,805 31,610 7200 TOTAL OTHER FINANCING USES 7220 LOSS ON DISPOSITION OF ASSETS 4,866 63,213 7200 TOTAL OTHER FINANCING USES 4,866 63,213 7400 TOTAL TRANSFERS OUT 7412 TRANSFER OUT -GENERAL FUND 7425 TRANSFER OUT- EDA (ADMIN) 105,000 7430 TRANSFER OUT- PIR FUND _ 35,203 73,659 49,594 7400 TOTAL TRANSFERS OUT 140,203 73,659 49,594 6001 EXPENDITURES AND EXPENSES 740,574 856,556 541,944 809,966 W 4000 REVENUES AND EXPENDITURES 898,625- 89,617- 107,431 1,483,936- 0 8/6/2014 14:29:42 7/31/2014 2014 2015 2015 YTD Final Requested Approved Actual Budget Budget Budget 235,277 281,158 281,158 161,315 276,539 1,294 300 1,800 1,800 50,989 58,000 60,000 60,000 136 500 500 500 100 100 100 48 450 450 450 52,467 59,350 62,850 62,850 161,315 31,874 63,200 34,700 68,000 444 377 377 29,216 32,225 32,225 11,602 10,810 10,810 235,277 281,158 281,158 161,315 276,539 324,570 324,570 15,937 31,874 63,200 34,700 68,000 34,700 68,000 15,937 95,074 102,700 102,700 349,471 675,788 745,860 745,860 47,460- 95,212- 83,240- 83,240- R5509BUD CY001V 7/31/2013 Fiscal Period: 7 / 14 7/31/2014 Level Of Rollup 6 2015 2015 2011 Prior YTD Actual Object Code / Description Amount 00515 STORM DRAINAGE UTILITY 898,625 - CITY OF CRYSTAL Budget Report 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Prior YTD Actual YTD Final Requested Approved Amount Actual Amount Actual Budget Budget Budget 89,617- 107,431 1,483,936- 471460- 95,212- 83,240- 83,240- 8/6/2014 14:29:42 Street Light Utility Fund - 520 Profile and Budget Summary Personnel Expenses and Staff The Street Light Utility is managed from the Engineering Department. There are no personnel expenses charged to the Utility. Functions and Products This fund accounts for the operation, maintenance, and improvement of the City's street lights. Light is provided to 93 miles of city streets and 12 miles of county streets by approximately 860 street lights. The standard local and county road "cobra head" wood pole mounted lights are installed and maintained by Xcel Energy. These lights are billed at a flat monthly rate based on wattage of the light. The Utility also installs and maintains the City's decorative street lights. These lights are located along Bass Lake Road and West Broadway in all directions from the intersection of those two streets. Additional decorative lights are located on the Highway 100 pedestrian bridge, and most recently along the County Road 81 corridor, including the "backage" road by the new medical center. These lights are metered at individual control cabinets, and are maintained by a combination of Public Works forces and contract services. Funding Sources The Street Light Fund is funded by street light service fees billed to all properties in the city. 2015 Goals and Objectives Service and maintain street light system. Continue to review and act on requests for additional lights at various locations around the city. Continue to investigate new lighting methods and products to ultimately reduce energy costs and related greenhouse gas emissions. Budget Highlights Line Item/Description Amount Discussion 6405 / Electric service $120,000 Charges paid to Xcel Energy for electricity to power the street lights 7412 / Transfer out to $9,803 Cost for employees in the Administration, General Fund Engineering & Finance departments who are charged to the General Fund but spend part of their time supporting the Street Light Fund Street Light Rates The 2014 Street Light rate of $4.65 per quarter rate will increase to $4.80 per quarter in 2015. 32 STREET LIGHT UTILITY RATE STUDY 2015 Requested Budget with $300,000 loan to Water Fund PROFIT & LOSS 2013 2014 2015 2016 20171 2018 2019 REVENUES Billing Revenues Delinquent Penalties Investment Income Internal loan interest TOTAL REVENUES 165,961 3,054 1,365 176,700 3,350 5,800 182,400 3,300 3,600 6,000 188,100 3,574 6,172 5,400 193,800 3,682 9,394 4,800 199,500 3,791 13,287 4,200 205,200 3,899 17,920 3,600 241,787 185,850 195,300 203,246 211,677 220,778 230,619 EXPENSES Utilities Repair & Maintenance Supplies Insurance & Miscellaneous Depreciation Admin. Service Charge TOTAL EXPENSES 124,636 69,851 10,593 8,708 30,061 8,930 132,000 6,000 13,000 10,920 30,870 9,005 120,000 6,000 13,000 9,459 33,217 9,803 123,600 6,180 13,390 9,743 34,000 10,097 127,308 6,365 13,792 10,035 34,000 10,400 131,127 6,556 14,205 10,336 34,000 10,712 135,061 6,753 14,632 10,646 34,000 11,033 309,396 201,795 191,479 197,010 201,900 206,937 212,125 NET INCOME or -LOSS -67,609 -15,945 3,821 6,236 9,776 13,841 18,494 ENDING FUND BALANCE 1,152,693 1,136,748 1,140,569 1,146,805 1,156,582 1,170,423 1,188,916 683,772 -67,609 30,061 51,096 653,523 -15,945 30,870 12,000 -300,000 356,448 3,821 33,217 12,000 30,000 411,486 6,236 34,000 12,000 30,000 469,722 9,776 34,000 12,000 30,000 531,499 13,841 34,000 12,000 30,000 597,340 18,494 34,000 12,000 30,000 CASH FLOW Cash & Investments, Beg. of Year Net income Add back Depreciation Deduct Capital Outlay Water Fund internal loan Cash & Investments, End of Year 653,523 356,448 411,486 469,722 531,499 597,3401 667,833 Commercial per quarter Multi residential rate per quarter Residential rate per quarter Rate increase from prior year $4.35 $3.26 $4.35 3.57%1 $4.65 $3.49 $4.65 6.90% $4.80 $3.60 $4.80 3.23% $4.95 $3.71 $4.95 3.13% $5.10 $3.83 $5.10 3.03% $5.25 $3.94 $5.25 2.94% $5.40 $4.05 $5.40 2.86% 33 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 2011 Actual Amount 2012 Actual Amount CITY OF CRYSTAL Budget Report 7/31/2013 2013 Prior YTD Actual Actual Amount 7/31/2014 YTD Actual 2014 Final Budget 2015 Requested Budget 2015 Approved Budget 00520 STREET LIGHTS UTILITY 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4650 TOTAL CH. FOR SERV -ENTERPRISE 4655 UTILITY SALES 159,609- 159,170- 95,973- 165,961- 103,203- 176,700- 182,400- 182,400- 4660 UTILITY PENALTIES 3,114- 2,948- 1,696- 3,054- 1,798- 3,350- 3,300- 3,300- 4650 TOTAL CH. FOR SERV -ENTERPRISE 162,722- 162,119- 97,669- 169,015- 105,001- 180,050- 185,700- 185,700- 4800 TOTAL INVESTMENT EARNINGS 4805 INVESTMENT INCOME 13,115- 10,737- 290 7,473- 4,570- 5,800- 3,600- 3,600- 4810 INTEREST - INTERNAL FUNDS 6,000- 6,000- 4880 CHANGE IN F.V. OF INVESTMENTS 3,418- 2,323 6,108 4800 TOTAL INVESTMENT EARNINGS 16,533- 8,414- 290 1,365- 4,570- 5,800- 9,600- 9,600- 4900 TOTAL MISCELLANEOUS 4915 REIMBURSEMENT -OTHER 290- 374- 182- 4900 TOTAL MISCELLANEOUS 290- 374- 182- 5000 TOTAL OTHER FINANCING SOURCES 5095 TOTAL CAPITAL CONTRIBUTIONS 5096 CAPITAL CONTRIBUTIONS 71,226- 5095 TOTAL CAPITAL CONTRIBUTIONS 71,226- 4001 REVENUES 179,545- 170,907- 97,379- 241,787- 109,571- 185,850- 195,300- 196,300- 6001 EXPENDITURES AND EXPENSES 6400 TOTAL UTILITIES 6405 ELECTRIC SERVICE 131,207 124,619 70,119 124,636 56,632 132,000 120,000 120,000 6400 TOTAL UTILITIES 131,207 124,619 70,119 124,636 56,632 132,000 120,000 120,000 6440 TOTAL REPAIR & MAINT SERVICES 6450 EQUIPMENT R & M SERVICES 17,035 2,276 993 69,785 2,762 6,000 6,000 6,000 6440 TOTAL REPAIR & MAINT SERVICES 17,035 2,276 993 69,785 2,762 6,000 6,000 6,000 6500 TOTAL SUPPLIES 6505 OPERATING SUPPLIES 978 497 1,000 1,000 1,000 6535 EQUIP MAINT SUPPLIES 9,028 10,593 10,593 9,700 12,000 12,000 12,000 W 6500 TOTAL SUPPLIES 978 9,525 10,593 10,593 9,700 13,000 13,000 13,000 A 8/14/2014 13:28:08 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 2011 Actual Object Code / Description Amount 6700 TOTAL INSURANCE 6705 INSURANCE 3,412 6700 TOTAL INSURANCE 3,412 6800 TOTAL MISCELLANEOUS 6830 LICENSES, PERMITS AND TAXES 265 6870 BAD DEBT - UB BANKRUPTCIES 130 6800 TOTAL MISCELLANEOUS 395 6900 TOTAL CAPITAL OUTLAY 6936 INFRA- TRAFFIC & TRANSPORT SYS 6900 TOTAL CAPITAL OUTLAY 7000 TOTAL DEPRECIATION 7005 DEPRECIATION 7015 DEPR-IMPROVE OTHER THAN BLDGS 843 7036 DEPR-INFRA-TRAFFIC & TRANS SYS 24,081 7000 TOTAL DEPRECIATION 24,924 7180 TOTAL INTERFUND SERVICES USED 9,803 7181 ADMIN SERV CHARGE BY GEN FUND 9,040 7180 TOTAL INTERFUND SERVICES USED 9,040 7200 TOTAL OTHER FINANCING USES 15,945 7220 LOSS ON DISPOSITION OF ASSETS 3,821- 7200 TOTAL OTHER FINANCING USES 15,945 7400 TOTAL TRANSFERS OUT 3,821- 7412 TRANSFER OUT -GENERAL FUND _ 7400 TOTAL TRANSFERS OUT 6001 EXPENDITURES AND EXPENSES 186,990 4000 REVENUES AND EXPENDITURES 7,446 00520 STREET LIGHTS UTILITY 7,446 w Ln CITY OF CRYSTAL Budget Report 2012 7/3112013 2013 Actual Prior YTD Actual Amount Actual Amount 3,321 7,045 8,708 3,321 7,045 8,708 105 105 843 24,081 24,924 8,539 8,539 5 5 18,953 18,953 18,011 18,011 4,465 4,465 67 67 843 29,217 30,061 8,930 8,930 56,617 56,617 173,308 130,183 309,396 2,402 32,804 67,609 2,402 32,804 67,609 7131/2014 2014 2015 2015 YTD Final Requested Approved Actual Budget Budget Budget 5,400 10,800 9,339 9,339 5,400 10,800 9,339 9,339- 19 19 18,011 18,011 120 120 843 30,027 30,870 120 120 120 120 843 843 32,374 32,374 33,217 33,217 8/14/2014 13:28:08 4,503 9,005 9,803 9,803 4,503 9,005 9,803 9,803 97,027 201,795 191,479 191,479 12,544- 15,945 3,821- 3,821- 12,544- 15,945 3,821- 3,821- Recycling Utility Fund Profile and Budget Summary This fund accounts for the provision of the City's recycling services to Crystal residents. The service is provided through a cooperative agreement known as the Hennepin Recycling Group (HRG) with the cities of Brooklyn Center, Brooklyn Park, and New Hope. Curbside pickup of recyclable materials is made every other week. There is also a curbside cleanup day held every other year in which larger items such as furniture, appliances, lumber and scrap metal are accepted. The City of Crystal has served as the fiscal agent for the HRG for several years. This means we provide accounting services for the HRG. Recycling fees collected from Crystal residents were simply deposited in the HRG. The HRG was left out of Crystal's budget and annual financial statement because it would be misleading to include it when so much of the operations are outside of Crystal. The Recycling Utility Fund accounts for the services that are provided to and paid for by Crystal residents. Personnel Expenses No personnel are charged to the Recycling Fund. Funding Sources The Recycling Fund is supported by recycling service fees. Budget Highlights Line Item/Description Amount Discussion 6353 / Recycling charges $328,020 Charges paid to the Hennepin Recycling Group for payment to recycling contractors hired by the HRG. 7412 / Transfer out to $5,800 Cost for employees in the Administration, General Fund Engineering & Finance departments who are charged to the General Fund but spend part of their time supporting the Recycling Fund Recycling Rates The residential recycling fee will remain at $10.65 per quarter in 2015, the same that it was in 2013 and 2014. Rates the City pays to the HRG will increase from $10.50 in 2014 to $10.65 in 2015. Enough income is received from investment income and delinquent penalties to cover administrative expenses of the Recycling Fund. Therefore it is possible to charge residents the same fee that HRG charges the City. 36 RECYCLING UTILITY RATE STUDY 2015 Requested Budget PROFIT & LOSS 2013 2014 2015 2016 2017 2018 2019 REVENUES Billing Revenues Delinquent Penalties Investment Income TOTAL REVENUES 328,020 6,000 600 332,152 6,600 600 328,020 6,560 750 332,640 6,653 1,476 337,260 6,745 1,877 341,880 6,838 2,297 346,500 6,930 2,350 334,620 339,352 335,330 340,768 345,882 351,015 355,780 EXPENSES Professional/Contractual 323,400 327,474 328,020 332,640 337,260 341,880 346,500 Insurance & Training Admin. Service Charges TOTAL EXPENSES 413 5,284 394 5,328 421 5,800 434 5,974 447 6,153 460 6,338 474 6,528 329,097 333,196 334,241 339,048 343,860 348,678 353,502 NET INCOME 5,523 6,156 1,089 1,721 2,022 2,337 2,278 ENDING BALANCE 153,749 159,9051 160,994 162,715 164,737 167,074 169,353 86,223 5,523 91,123 6 ' 1561 97,279 1,089 98,368 1,721 100,089 2,022 102,111 2,337 104,448 2,278 CASH FLOW Cash & Investments, Beg. of Year Net income Cash & Investments, End of Year -91,1231 97,2791 98,368 100,089 102,1111 104,448 106,727 HRG Rate to City - quarterly Residential rate - quarterly Rate increase from prior year $10.50 $10.65 0.00% $10.50 $10.65 0.00% $10.65 $10.65 0.00% $10.80 $10.80 1.41% $10.95 $10.95 1.39% $11.10 $11.10 1.37% $11.25 $11.25 1.35% 37 R5509BUD CY001V Fiscal Period: 7 / 14 Level Of Rollup 6 Object Code / Description 00525 RECYCLING UTILITY 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4650 TOTAL CH. FOR SERV -ENTERPRISE 4655 UTILITY SALES 4660 UTILITY PENALTIES 4650 TOTAL CH. FOR SERV -ENTERPRISE 4800 TOTAL INVESTMENT EARNINGS 4805 INVESTMENT INCOME 4880 CHANGE IN F.V. OF INVESTMENTS 4800 TOTAL INVESTMENT EARNINGS 5100 TOTALTRANSFERS IN 4001 REVENUES 6001 EXPENDITURES AND EXPENSES 6300 TOTAL CONTRACTUAL SERVICES 6353 RECYCLING CHARGES 6300 TOTAL CONTRACTUAL SERVICES 6700 TOTAL INSURANCE 6705 INSURANCE 6700 TOTAL INSURANCE 6800 TOTAL MISCELLANEOUS 6870 BAD DEBT - UB BANKRUPTCIES 6800 TOTAL MISCELLANEOUS 7180 TOTAL INTERFUND SERVICES USED 7181 ADMIN SERV CHARGE BY GEN FUND 7180 TOTAL INTERFUND SERVICES USED 7400 TOTAL TRANSFERS OUT 7412 TRANSFER OUT -GENERAL FUND 7400 TOTAL TRANSFERS OUT 6001 EXPENDITURES AND EXPENSES 00 CITY OF CRYSTAL 8/6/2014 14:29:42 Budget Report 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Amount Amount Actual Amount Actual Budget Budget Budget 327,591- 328,522- 191,104- 327,405- 162,942- 332,152- 328,020- 328,020- 7,064- 6,692- 3,833- 6,757- 3,880- 6,600- 6,560- 6,560- 334,655- 335,214- 194,937- 334,163- 166,822- 338,752- 334,580- 334,580- 1,055- 954- 31 797- 565- 600- 750- 750- 275- 206 652 _ 1,331- 747- 31 146- 565- 600- 750- 750- 335,986- 335,961- 194,906- 334,308- 167,387- 339,352- 335,330- 335,330- 326,172 323,652 188,748 323,568 188,944 327,474 328,020 328,020 326,172 323,652 188,748 323,568 188,944 327,474 328,020 328,020 154 172 57 113 77 154 181 181 154 172 57 113 77 154 181 181 243 230 13 166 47 240 240 240 243 230 13 166 47 240 240 240 5,349 5,052 2,642 5,284 5,349 5,052 2,642 5,284 2,664 5,328 5,800 5,800 2,664 5,328 5,800 5,800 331,918 329,106 191,459 329,131 191,732 333,196 334,241 334,241 8/6/2014 14:29:42 CITY OF CRYSTAL R5509BUD CY001V Budget Report Fiscal Period: 7 / 14 Level Of Rollup 6 2011 2012 7/31/2013 2013 7/31/2014 2014 2015 2015 Actual Actual Prior YTD Actual YTD Final Requested Approved Object Code / Description Amount Amount Actual Amount Actual Budget Budget Budget 4000 REVENUES AND EXPENDITURES 4,067- 6,855- 3,446- 5,177- 24,345 6,156- 1,089- 1,089- 4,067- 6,855- 3,446- 5,177- 24,345 6,156- 1,089- 1,089- 00525 RECYCLING UTILITY 8/6/2014 14:29:42 BU Project Description Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of 2014 08/01/14 2015 2016 2017 2018 2019 Water. Sewer & Storm Drainage (40%, 40%, 20%) 6228 Utility building - new public works facility 1,000,000 6228 Reroof utility building 90,000 Total 0 0 1,000,000 0 90,000 0 0 Water (100%) 6207 Replace Sensus meter servers 70,000 6230 Water main replacement/relining 600,000 600,000 6234 Water mains & hydrants in street reconstruction projects 38,000 49,079 73,478 300,000 450,000 Paint radio tower 1,500 South Lift #9 - force main lining 6235 Gate valve and hydrant replacement 75,000 75,000 75,000 75,000 Replace #436 - 1996 portable streamer 9,500 6215 Replace #447 - 2002 tandem dump truck _ 210,000 6527 Replace #427 - 2004 Chevy 3/4 ton truck 8,000 45,000 Replace #434 - 1996 air compressor 18,000 Sanitary sewer maintenance software Water Total 145,000 0 113,000 270,079 675,000 736,478 75,000 Sewer (100%) 6504 Reline deteriorated sanitary sewers 450,000 131 300,000 450,000 300,000 450,000 300,000 6510 South Lift #9 - force main lining 650,000 6519 Replace sewer mains within street reconstruction projects 105,110 144,947 217,006 6527 Truck mounted manhole lifter 8,000 6500 Sanitary sewer maintenance software 20,000 6508 Replace truck #449 - 2000 televising van 175,000 Replace East lift station pumps 20,000 Replace Welcome lift station pumps 20,000 6500 Replace computer and printer 2,500 6523 Replace Maryland lift pumps 25,000 Replace #426 - 1996 trailer mounted vactor Replace #439 - 1991 trailer mounted generator Replace #429 - 2003 Chevy 1 ton truck 135,000 35,000 55,000 Replace #431 - 2004 Sreco sewer jetter 220,000 Replace #430 - 1994 sewer rodder 35,000 Replace Perry lift station pumps and controls 25,000 Sewer Total 1,128,000 131 600,110 812,447 355,000 887,006 360,000 Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of IMA nR/01 X14 2015 2016 2017 2018 2019 13U Yro)ect imscnpuon Storm Drainage (100%) - - - _ Laptop & software for #429 Erosion control for storm sewer areas 10,000 145,000 10,000 513,000 T6805 DNR Wetland 639W restoration 736,478 1,722 Total Sewer Fund 1,128,000 131 Replace #323 - 2002 Crosswind street sweeper 812,447 391,000 887,006 190,000 6809 Trunk line storm sewer - within street reconstruction projects 1,722 449,534 622,336 218,000 935,376 0 Replace #443 - 3" trash pump Total Street Lights Fund 3,000 0 12,000 12,000 6818 Memory Pond force main and manhole 150,000 20,000 Total Utilities 1,435,000 1 7,644 Dredge Gaulke pond 1,332,000 1 3,220,860 650,000 Dredge Bassett Creek Park pond (reimbursed by BCWD) 650,000 Storm Drainage Total_ 150,000 1,722 482,534 1,272,336 200,000 1,585,376 0 Street Lights (100%) 6950 New street light poles 12,000 12,000 12,000 12,000 12,000 12,000 6952 Bass Lake Road / County Highway 81 lights Street Light Total 12,000 0 12,000 12,000 12,000 12,000 12,000 Total Utilities 1,435,000 1,853 1 2,207,644 1 2,366,862 1 1,332,000 1 3,220,860 447,000 Allocation By Fund - Total Water Fund 145,000 0 513,000 270,079 711,000 736,478 75,000 Total Sewer Fund 1,128,000 131 1,000,110 812,447 391,000 887,006 360,000 Total Storm Drainage Fund 150,000 1,722 682,534 1,272,336 218,000 1,585,376 0 Total Street Lights Fund 12,000 0 12,000 12,000 12,000 12,000 12,000 Total Utilities 1,435,000 1 7,644 2,366,862 1,332,000 1 3,220,860 447,000 Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of U Project Description 2014 08/01/14 2015 2016 2017 2018 2019 ter. Sewer & Storm Drainage (40%, 40%, 20%) ?28 Utility building - new public works facility 1,000,000 >.28 Reroof utility building 90,000 Total 0 0 1,000,000 0 90,000 0 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: New Public Works Facility Department: Water, Sewer & Storm Drainage Estimated Cost: $1,000,000 Funding Source: CIP Year to be Purchased: 2015 Description: The Utility Department will share space in the new Public Works Facility with the Street Department and Park Department. Cost will be split 40% to Water, 40% to Sewer and 20% to Storm Drainage. Justification: The existing Public Works buildings are 40 to 50 years old, located in a flood plain and are on a site that is too small for the operation. Operational Impact / Other - staff, supplies or contractual: List the planned start date and planned end date of the construction. Start Date: Fall 2014 End Date: Fall 2015 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 43 Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of 2014 08/01/14 2015 2016 2017 2018 2019 BU Projectyescripnon Water (100%) 6207 6230 Replace Sensus meter servers Water main replacement/relining 70,000 600,000 600,000 6234 Water mains & hydrants in street reconstruction projects 38,000 49,079 73,478 Paint radio tower 1,500 6235 Gate valve and hydrant replacement 75,000 _ 75,000 75,000 75,000 Replace #436 - 1996 portable streamer 9,500 6215 Replace #447 - 2002 tandem dump truck 210,000 Replace #427 - 2004 Chevy 3/4 ton truck 45,000 Replace #434 - 1996 air compressor 18,000 Water Total145,000 0 113,000 270,079 675,000 736,478 75,000 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6234 — Water main and hydrant replacement work within street reconstruction projects. Department: 0090 Water Department Estimated Cost: $38,000 Funding Source: CIP Year to be Purchased: 2015 Description: Replacement and relocation of water mains and hydrants in street reconstruction Phase 14 project. Justification: During street reconstruction projects instances arise where it is cost effective to replace sections of water main or replace hydrants as part of the relocation process. Doing the work during the street project allows us to take advantage of the favorable pricing we can receive as the curbing and pavement have already been removed Operational Impact / Other - staff, supplies or contractual: NA For construction projects — list planned start date and planned end date. Start Date: May 1, 2015 End Date: December 2015 For construction projects, the description should specify if it is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 45 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: Department: Estimated Cost: Funding Source: Year to be Purchased: Gate Valve Replacement Water Department $75,000 CIP 2015 Description: Replacement of existing gate valves and fittings. The quantity of this work is beyond the scope of City staff to perform and will be contracted out. Justification: Due to the corrosion that is occurring on bonnet and flange bolts, gate valves with the water system are beginning to fail and leak. To reduce the need to deal with the valve leaks on an emergency basis this program replaces gate valves in the areas where the problem is most prevalent. Operational Impact / Other - staff, supplies or contractual: This will reduce valve failures that have to be repaired on an emergency basis. List the planned start date and planned end date of the construction. Start Date: May 2015 End Date: October 2015 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 46 Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of ')nin nQmiiia M15 2016 2017 2018 2019 BU Projectllescripnon Sewer (100%) 6504 Reline deteriorated sanitary sewers 450,000 ---- 131 300,000 450,000 300,000 450,000 300,000 6510 South Lift #9 - force main lining 650,000 6519 6527 Replace sewer mains within street reconstruction projects Truck mounted manhole lifter 8,000 105,110 144,947 217,006 6500 Sanitary sewer maintenance software 20,000 6508 Replace truck #449 - 2000 televising van 175,000 Replace East lift station pumps 20,000 _ Replace Welcome lift station pumps 20,000 6500 Replace computer and printer 2,500 6523 Replace Maryland lift pumps 25,000 Replace #426 - 1996 trailer mounted vactor 135,000 Replace #439 - 1991 trailer mounted generator 35,000 Replace #429 - 2003 Chevy 1 ton truck 55,000 Replace #431 - 2004 Sreco sewer jetter 220,000 Replace #430 - 1994 sewer rodder 35,000 Replace Perry lift station pumps and controls 25,000 Sewer Total 1,128,000 131 600,110 812,447 355,000 887,006 360,000 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6504 — Relining deteriorated sanitary sewers Department: 0092 Sewer Estimated Cost: $300,000 Funding Source: CIP Year to be Purchased: 2015 Description: Line sanitary sewer mains. Justification: The City is seeing continued root intrusion into the sanitary sewer mains and as the mains having been installed in the mid 1950s, they are continuing to reach the end of the life cycle. The Utilities Dept. is continuing to move forward with a program of rehabilitating the mains through a combination of repairs and lining to extend the useful life of the pipes. Operational Impact / Other - staff, supplies or contractual: Contracted. List the planned start date and planned end date of the construction. Start Date: End Date: NA The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. . 48 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6519 -Sewer Repairs — within Phase 14 street reconstruction project Department: 0092 Sewer Estimated Cost: $105,110 Funding Source: CIP Year to be Purchased: 2015 Description: The City's sanitary sewer system was installed in the mid 1950's and due to its age is in need of repairs to miscellaneous joints and fittings. This program has the work completed by the street contractor to take advantage of their equipment being on site and the pavement removed. Justification: Repairs of the sanitary sewer system are completed as part of the City's street reconstruction program to take advantage of ability of the contractor to perform the repairs during a period when the pavement has been removed and minimizing our restoration costs. Operational Impact / Other - staff, supplies or contractual: NA List the planned start date and planned end date of the construction. Start Date: May 2015 End Date: December 2017 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 49 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6508 — Replace truck 449 — Televising Van Department: 0092 Sewer Estimated Cost: $ 175,000 Funding Source: CIP Year to be Purchased: 2015 Description: Replace existing 1999 1 -ton Chevy televising van purchased in the year 2000, with a new televising van with all necessary equipment and technology for televising sewers in size range 6" to 36". Justification: Our existing televising van, purchased in 2000, is 15 years old and will require extensive upgrades to the technology and equipment to remain functional. This unit is used to televise an average of 40,000 feet on sewers per year. Operational Impact / Other - staff, supplies or contractual: For equipment purchases — list item to be replaced: Depending on trade values at the time of purchase this equipment will be traded or sold at Auction.. Televising Van #449 The description should specify if the equipment is a new item or replaces an existing item. You should cover how the item fits into the replacement schedule for equipment. 50 EQUIPMENT CIP JUSTIFICATION FORM 2015-2019 Project Name: Replace Submersible Pump At #1 East Lift Station Department: 0092 Sewer Estimated Cost: $ 20,000 Funding Source: CIP Year to be Purchased: 2015 Description: Replacement of #1 pump at East sewage lift station Justification: The #1 pump has 10,000 hours of run time and is reaching the point where replacement will be required. Operational Impact / Other - staff, supplies or contractual: Lessen chance of breakdown during critical demand periods. For equipment purchases — list item to be replaced: #I pump — 10 hp — pump will possibly be rebuilt as a backup should its condition warrant upon removal. The description should specify if the equipment is a new item or replaces an existing item. You should cover how the item fits into the replacement schedule for equipment. 51 Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of 2014 08/01/14 2015 2016 2017 2018 2019 t3u rrolect ijescription Storm Drainage (100 0 6800 6803 Laptop & software for #429 Erosion control for storm sewer areas F1,722 — 10,000 10,000 6805 DNR Wetland 639W restoration 6808 Replace #323 - 2002 Crosswind street sweeper 190,000 6809 Trunk line storm sewer - within street reconstruction projects 449,534 622,336 935,376 Replace #443 - 3" trash pump 3,000 6818 Memory Pond force main and manhole 150,000 20,000 Dredge Gaulke pond 650,000 Dredge Bassett Creek Park pond (reimbursed by BCWD) 650,000 Storm Drainage Total 150,000 1,722 482,534 1,272,336 200,000 1,585,376 0 41 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6803 - Erosion Control for Storm Water Areas Department:0094 Storm Drainage Estimated Cost: $10,000 Funding Source: CIP Year to be Purchased: 2015 Description: Install erosion control measures to include rip rap, silt fence, and bio logs to minimize erosion around storm sewer areas. This work will be performed by a combination of City staff and private contractors. Justification: Without the installation of erosion control in storm sewer areas silt and other runoff will enter our storm sewer system clogging pipes and filling ponds, requiring additional labor for cleaning and restoration. Operational Impact / Other - staff, supplies or contractual: NA List the planned start date and planned end date of the construction. -7 Start Date: March 2015 End Date: November 2015 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 53 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: 6809 - Trunk Line Storm Sewer, in Phase 14 street reconstruction project Department: 0094Storm Drainage Estimated Cost: $ 449,534 Funding Source: CIP Year to be Purchased: 2015 Description: Addition of new trunk storm sewer line within street reconstruction area to decrease street flooding and control erosion. This work will be performed by the Phase 14 street contractor. Justification: There are areas within the Phase 14 street reconstruction area where localized street flooding occurs due to inadequate drainage. The addition of trunk line storm sewer will help to reduce this problem. Operational Impact / Other - staff, supplies or contractual: NA List the planned start date and planned end date of the construction. Start Date: May 2015 End Date: December 2015 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. 54 EQUIPMENT CIP JUSTIFICATION FORM 2015-2019 Project Name: Replace #443 - 3" trash pump and hose Department: 0094 Estimated Cost: 3,000 Source: CIP - 0094 Year to be Purchased: 2015 Description: #443 - 3" trash pump is used by the Utility Department for normal dewatering activities and also for emergencies. #443 is 25 years old. The pump would be replaced including the suction and discharge lines. Justification: Portable 3" pumps are essential to the daily operations of the Utility department, pump #443 is 25 years of age and repair parts are becoming increasingly difficult to obtain. Along with the replacement of the pump we would also replace the hoses due to their becoming worn with use. Operational Impact / Other - staff, supplies or contractual: Being the unit will be 25 years old upon replacement parts are becoming hard to locate. For equipment purchases — list item to be replaced: Pump # 443 Homelite 3" trash pump. Depending on trade values at the time of purchase this equipment will be traded or sold at Auction. The description should specify if the equipment is a new item or replaces an existing item. You should cover how the item fits into the replacement schedule for equipment. 55 CONSTRUCTION CIP JUSTIFICATION FORM 2015-2019 Project Name: Discharge Manhole for Memory Lane Bypass Department: 0094 Estimated Cost: 20,000 Funding Source: CIP Year to be Purchased: 2015 Description: As a completion to the storm water bypass installed for the Memory Lane drainage a connection manhole will be installed with a suction line and discharge connection. Justification: In 2014 a by ass line for the Memory Lane drainage was installed on Doulas Drive from 401h Ave To 38 Ave, this manhole will finish the project and allow for the connection of the needed pump for the bypass. Operational Impact / Other - staff, supplies or contractual: The installation of this system will reduce the time to lower the water levels in the Memory Lane drainage area and reduce the potential of flooding. List the planned start date and planned end date of the construction. Start Date: March 2015 End Date: November 2015 The description should specify if the construction is a new item or replaces an existing item and if the work will be done by city staff or contracted out. You should cover how the item fits into the replacement schedule for structures and improvements. Utility Funds (Funds 505, 510, 515 and 520) Multi -Year Capital Improvement Plan 2015 Requested Budget Adopted YTD as of BU Project Description 2014 08/01/14 2015 2016 2017 2018 2019 Street Liehts (100161 6950 New street light poles 12,000 12,000 12,000 12,000 12,000 12,000 6952 Bass Lake Road / County Highway 81 lights Street Light Total 12,000 0 12,000 12,000 12,000 12,000 12,000 Total Utilities 1,435,000 1,853r 2,207,644 1 2,366,862 1 1,332,000 1 3,220,860 447,000 Street Reconstruction Fund The 2015 budget includes construction of the Phase 14 streets in the Lions Park Neighborhood and engineering work for Phase 15. The attached schedule shows Phases 14, 15 and 16 being reconstructed in the years 2015, 2016 and 2017, respectively. The schedule has not been updated with current cost estimates from the consulting engineer, Short Elliott Hendrickson. Phase 13 special assessments included a 7.5% annual rate of increase. If this rate of increase is continued for Phases 14 through 16, it will be possible to hold to the schedule and complete Phase 16 in 2017. A lower rate of increase may force Phase 16 to be delayed until 2018. Another issue is the Storm Drainage Fund, which pays for all storm drainage improvements that aren't paid for by Municipal State Aid for Streets. Cash in the Storm Drainage Fund is being rapidly depleted by multiple capital projects. A possible solution would be for the Sanitary Sewer Fund to loan money to the Storm Drainage Fund. It is anticipated that there will be fewer large capital projects for the Storm Drainage Fund to pay for after the street reconstruction projects are finished and the loan could be repaid at that time. Street Reconstruction Fund (Fund 415) Multi -Year Capital Improvement Plan Long Range Projection, Construction Three Out of Four Years - With 7.5% Annual Increase in Unit Assessment 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 PROJECT DESCRIPTION Fund Administrative Costs 1 -1,666 1,75 -1,230 1,8501 1,900 1,950- 2,000 2,050 -2,100 2,150, Pavement Management Study Update 13,000 - -5,000 17,000 - Phase 9 - Cavanagh Oaks Neighborhood Winnetka Avenue _ 55,321 6,1201 Phase 10 - Welcome Park Neighborhood 1,041,823 32,657f 41,77 -�-._--�- _ - _�- _ - Phase 11 - Broadway Neighborhood _ 140,307 3,389,4981 292,475 Phase 12 - Forest North Neighborhood 12,185 223,153,359 645-1,130,104 Phase 13 - Becker Park Neighborhood202 ,185 - 02 6,095,451 6 12 1 566,07X - - Phase 14 - Lions Park Neighborhood - - -�15,000UI 221,3351 5,002,534 1, 187,919 - Phase 15 -Twin Oaks Neighborhood 7:115,000 227,168 5,657,215 1,478,894 Phase 16 - Skyway Neighborhood - - - - - - -- - _ I _ _� _� 25,000 230,370 7,028,442 2,051,76 0 36th Ave Lane Conversion Study TOTAL EXPENDITURES L, 1326,1231 3,666,1781 5,871,8301 7,257,405 804,3121 5,256,6521 7,077,504 8,526,3861 2,053,862 2,150 Street Reconstruction Fund (Fund 415) Multi -Year Capital Improvement Plan Long Range Projection, Construction Three Out of Four Years - With 7.5% Annual Increase in Unit Assessment gnin gni 1 2n12 2013 2014 2015 2016 2017 2018 2019 FUNDING id SteetssPrepaid Special Assessments 6,503 629,000 1,018,728 872,131 -._-0� -_-01,1181 1,112,265 1,111,528 0 01 RetiredDebt- Special Assessment Annual Collections 177,037 135,829 82,492 25,370 27,648 90,213 79,190 109,179 172,455 151,097 Driveway & Sewer - Prepaid Special Assessments 0 78,542 171,753 138,458 0 100,580 139,244 209,284 0 0 Driveway & Sewer - Special Ass. Annual Collections 108,741 102,273 120,910 134,596 191,674 226,227 206,747 188,495 255,765 310,096 2812988 123,064 Special Assessment Interest 86,356 41,678 84,014 92,417 93,872 76,887 116,500 151,378 Municipal State Aid for Street Construction 469,159 1,730,209 530,682 501,059 245,072 500,000 500,000 500,000 0 470,000 Municipal State Aid for Street Maintenance 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Investment Income 64,_691 84,692 50,488 6,484 22,612 24,930 32,728----- 47,104 38,092 17,459 Reimbursements -other cities 1.28 180,474 222 044 39,875 322 136 0 183,254 0 340,110 0 � Water Utility Reimbursement 0 79,705 103,742 104,554 0-- 38,000 _49,079 - 73,478 - 0 01; - Sewer Utility Reimbursement 0 267 0 16,968 0 105,110 144,947 217,006 0 0 Storm Drainage Utility Reimbursement 0 662,919 420,157 947,063 0 449,534 622,336 935,376 - 0 Oa Sale of Bonds 0 1,704,489 2,705,531 3,293,626 0 2,535,498 4,022,355 4,019,689 0 01 Transfers from closed debt service funds TOTAL FUNDING SOURCES 1,028,533 5,593,3921 5,581,891 6,321,276 1,036,1111 4,945,6001 7,250,7801 7,694,9091 1, 112,1321 1,143,607 ANNUAL SURPLUS OR (DEFICIT) -297,590t 1,927,214 -289,939 -936,129 231,799 -311,052 173,276 -831,477 -941,730 1,141,457 Fund Balance at Year End 2,103,795 3,487,220 3,197,281 2,261,152 2,492,951 2,181,899 2,355,175 1,523,698 581,968 1,723,426 Street Maintenance Fund The Street Maintenance Fund accounts for the cost of seal coating streets that have been reconstructed under the Crystal Local Street Reconstruction program. These responsibilities were expanded in recent years to include future mill & overlay projects. Overlays will be 60% assessed to the property owners (street reconstruction assessments will be paid off by then). The remaining 40% will be paid from the fund balance and eventually covered by M.S.A. revenues, investment earnings and transfers from the General Fund. Special assessment and M.S.A. revenues that pay for the mill and overlay projects won't be received until several years after the work is done. For the 2015 budget, $74,300 will be transferred in from the General Fund. This scenario shows the fund balance becoming a negative number in 2015 and remaining negative in most years until after the Phase 16 mill and overlay. Collection of MSA and special assessments from earlier phases then return the fund balance to a positive number. CITY OF CRYSTAL STREET MAINTENANCE FUND ANALYSIS Special assess 60% of the mill and overlay costs. Fund balance pays 40% Mill & overlay assessment will pay off over 5 years and 5% interest will be charged. Second and third seal coat assessments will pay off over 3 years and 5% interest will be charged. Assumes 20% of properties will prepay special assessments. MSA will pay for mill & overlay of MSA streets. The combination of General Fund contribution, MSA reimbursement and other city reimbursement will cover the 40% of mill & overlay costs that are not assessed. Overlay Sealcoat Other Business Unit 5865 5867 Business Unit 5866 Ending Gen FD Special Special City Invest First Sealcoat Second Sealcoat Third Sealcoat Patch Mill & Overlay Fund Year Contrib. Assmt. Assmt. M.S.A. Reimb. Earnings Phase Costs Phase Costs Phase Costs Ph 1 -3 Phase Costs Balance 2010 65,300 53,460 272,773 55,419 1 101,366 36th Ave 752,012 1,936,532 2011 167,250 34,992 9,425 47,107 2&3 289,528 8,738 36th Ave 41,862 1,820,186 2012 69,300 37,387 23,159 6 158,450 7,025 36th Ave 84 1,747,086 2013 71,400 45,904 20,726 3,815 7 114,355 45,626 79 1,682,967 2014 72,800 144,731 46,938 16,830 8 156,389 4 120,717 40,000 1 1,000,000 502,429 2015 74,300 302,967 116,837 5,024 40,000 2 1,270,000 -308,443 2016 76,529 310,698 18,590 -4,627 9 158,042 5 92,948 20,000 3 1,365,000 -1,543,243 2017 78,825 379,710 44,615 -30,865 10 226,399 4 903,000 -2,200,358 2018 81,190 364,415 35,134 528,000 -55,009 -1,246,627 2019 83,625 308,673 39,039 97,788 -37,399 11 124,064 6 195,193 -1,074,159 2020 86,134 198,642 117,614 304,178 -32,225 12 184,011 7 119,607 5 760,000 -1,463,434 2021 88,718 97,678 204,199 361,025 -43,903 8 192,339 1 172,684 -948,056 2022 91,380 169,247 263,515 318,428 151,127 -28,442 13 195,940 2 215,462 -178,741 2023 94,121 119,563 325,926 61,937 -5,362 9 194,371 3 228,256 223,072 2024 96,945 104,349 372,441 6,692 14 191,381 10 278,443 4 162,233 333,675 2025 99,853 280,405 371,277 221,992 8,122 10,010 6 1,597,257 -271,923 2026 102,849 398,743 197,092 337,400 153,364 -8,158 15 202,223 11 152,582 7 978,740 -424,178 2027 105,934 550,661 118,502 287,208 109,139 -12,725 12 226,310 5 256,904 8 1,573,902 -1,065,672 2028 109,112 488,457 166,305 -31,970 16 242,596 -576,364 2029 112,385 602,025 133,742 164,538 97,504 -17,291 13 240,982 9 1,590,531 -1,314,974 2030 115,757 813,763 115,671 527,252 235,380 -39,449 10 2,278,482 -1,825,082 2031 119,230 679,507 138,166 -54,752 14 235,375 -1,178,306 2032 122,807 668,661 170,310 76,579 -35,349 6 286,648 11 1,248,575 -1,423,874 2033 126,491 733,145 172,720 596,719 168,042 -42,716 15 248,708 7 175,647 12 1,851,887 -1,770,068 2034 130,285 917,469 249,155 480,393 21,194 -53,102 8 282,457 13 1,914,508 -1,939,181 2035 134,194 960,141 201,974 338,359 170,999 -58,175 16 298,363 14 1,815,497 -2,305,549 2036 138,220 768,518 163,857 -69,166 9 285,441 -1,304,121 2037 142,366 887,215 137,012 358,965 -39,124 10 408,902 15 1,918,341 -1,736,028 2038 146,637 1,012,182 189,677 270,343 99,391 -52,081 16 2,234,308 -2,304,186 2039 151,037 841,492 241,088 -69,126 11 224,073 -1,139,696 2040 155,568 599,232 328,589 -34,191 12 332,344 -90,498 2041 411,999 312,941 -2,715 13 343,583 631,728 5.310.419 14,286,032 4,829,150 5,254,525 1,762,826 -7,902 2,244,5621 2,986,8331 3,374,6341 161,389 25,094,065 Memorandum CST,15 AL DATE: August 13, 2014 TO: Mayor and City Council FROM: Anne Norris, City Manager SUBJECT: Public Works Facility — Bid Opening/Construction Cost Earlier this year, the Council identified a site for a new Public Works facility for the city's public works operations. Since then, staff has acquired and prepared the site at 5501 West Broadway for this project. Staff has worked with Kodet Architects to develop plans for the proposed facility and earlier this summer, the Planning Commission and City Council approved the site plan for the building. Bids received for the proposed facility will be opened on August 19 at 1 p.m. and will be reviewed with the Council at the August 19 work session. A more detailed discussion of the project costs and financing is scheduled for the August 21 work session. Late last year in a work session, the City Council discussed ways to pay for a new Public Works facility, estimated to cost approximately $13. While no formal vote was taken, it appeared the preferred option was utilizing the balance of the Major Building Replacement Fund (MBRF) — approximately $10,300,000 — and funds from the utility and EDA funds. Once the bid price is known for the Public Works facility project, the Council will need to review and possibly revise its financing plan for this facility. Memorandum CtMor" "YSTAL DATE: August 14, 2014 TO: Mayor and City Council Anne Norris, City Manager FROM: Charles Hansen, Finance Director SUBJECT: Discuss Impact of Cash & Investments on City Bond Rating Background: The following paragraph appears in the 2013 Comprehensive Annual Financial Report. The City is acquiring property and will initiate construction of a new public works facility in 2014. This is expected to cost $3,000,000 for land acquisition and $10,000,000 for construction. Construction is expected to be completed in the summer of 2015. Funding will come entirely from internal sources. The Major Building Replacement Fund will provide $10,000,000 and several other funds will make smaller contributions to the project. Although this will reduce the amount of cash and investments held by the City, about $40,000,000 of cash and investments will remain after the project. This is more than adequate for cash flow and emergency purposes. Since the above was written, there have been the following developments: • Total cost of the public works facility has increased to perhaps $15,000,000. • The City will pay cash for its $1,200,000 share of the JWC emergency wells. • The City will pay cash for 40% of the mill and overlay projects. This will cost $400,000 in 2014, $508,000 in 2015, $546,000 in 2016 and $361,000 in 2017. If cash is paid for the public works facility, the emergency wells and 40% of the mill & overlay projects, the City's cash and investment position could be reduced to something more like $35,000,000. If other projects or events draw on cash, then it could go lower. Bond Rating The City of Crystal currently holds a AA2 bond rating from Moody's. This is a good bond rating for a city such as Crystal. Moody's doesn't say this publicly, but a major factor in their rating is the affluence of the community since that is a major factor in a city's ability to repay debt. Crystal is not an affluent city. That is a negative factor in Crystal's bond rating. An offsetting positive factor has been Crystal's strong cash and investment position. This has been an important point each year in the rating interview with the Moody's analyst. Paying cash for the projects listed above and perhaps some unforeseen projects that may come up may reduce cash and investments to $35,000,000 or less. If this happens, Moody's will be concerned both about the balance being $35,000,000 or less instead of the $50,000,000 plus that Moody's is used to seeing and about the pace of the change in a short period of time. Moody's will be concerned that the new spending pattern will continue so that cash and investment balance will continue to fall. There is a very good chance that this will result in a downgrade in the City's bond rating from AA2 to Al or less. An Al bond rating is nothing to be ashamed about, but the downgrade from AA2 would indicate that an independent observer views the City's financial management as being less responsible than it has been in the past. Memorandum myor CRYSTAL DATE: August 14, 2014 TO: Mayor and City Council FROM: Anne Norris, City Manager Charles Hansen, Finance Director SUBJECT: General Fund Follow Up. Staff is still researching several issues that were raised at the first budget work session. No documentation is available for inclusion in this agenda packet. Some documentation may be sent out later if research can be completed on some issues. Memorandum crry,n[. ;CRYSTAL DATE: August 14, 2014 TO: Mayor and City Council FROM: Anne Norris, City Manager Charles Hansen, Finance Director SUBJECT: Discuss the Preliminary Property Tax Levy to be Adopted on September 2nd State law requires cities to adopt a proposed 2015 property tax levy and report it to the county auditor no later than September 30, 2014. Whatever property tax levy the City Council adopts in September may be reduced with the final adoption of the budget in December, but it may not be increased. The current draft of the budget prepared by staff shows a $366,000 increase in the General Fund tax levy, no change in the two debt service tax levies and a $31,000 increase in the Economic Development Authority tax levy. Staff needs direction from the City Council regarding the proposed 2015 property tax levy so that a resolution adopting it may be prepared for the September 2 council meeting. We still recommend that the proposed property tax levy be adopted at the September 2nd meeting, but the City Council has the option of adopting it at the September 16th meeting. CITY OF CRYSTAL TOTAL PROPERTY TAX LEVY Proposed 2015 Tax Levy Total All Property Tax Levies 9,217,153 9,614,153 397,000 4.31% 2014 2015 Change Percent Propertv Taxes General Fund Tax Levy 8,237,000 8,603,000 366,000 4.44% Pool bonds debt service 209,000 209,000 0 0.00% Henn Cty Rd 81 debt service 563,153 563,153 0 0.00% Total Gen. Fd. & Debt Tax Levies 9,009,153 9,375,153 366,000 4.06% EDA 208,000 239,000 31,000 14.90% Total All Property Tax Levies 9,217,153 9,614,153 397,000 4.31%