HomeMy WebLinkAbout2005-05-03_SPECIAL MEETINGSVOr V_
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Edina Single Family Residential Subdivision Study
Introduction
The City of Edina initiated a study of its subdivision regulations in response to comments about
the appropriateness of some newer single - family residential subdivisions. The purposes of the
study were to:
• Objectively analyze the subdivision regulations,
• Evaluate the subdivisions that result from the regulations,
• Compare Edina's subdivision regulations to other cities regulations,
• Determine if changes are needed to the City subdivisions regulations, and
• If changes are needed, prepare recommendations for ordinance amendments.
The fundamental question of the study is:
Do City subdivision codes promote or inhibit good development?
In order to assure an objective study, the City hired Ingraham & Associates, a land planning
consulting firm to conduct the study and used a citizen task force to independently review a cross
section of city subdivisions and to evaluate the city subdivision regulations. A list of study
participants is attached on page 4.
Edina Subdivision Regulations
The City of Edina uses a unique method for regulating lot size, width, etc. in single - family
residential subdivisions. Most cities use a fixed minimum lot size (i.e. 12,000 square feet), lot
width, etc. for a given residential zoning district. Those cities typically have multiple residential
zones with varying minimum lot sizes, widths, etc. Edina has one single - family residential
zoning district. The single - family zoning district regulations specify a minimum lot size, width
and depth. City regulations also require the lot size, lot width, lot depth and width-to -lot
perimeter ratio of new subdivisions must be equal to or greater than the median lot size, lot width,
lot depth and width to perimeter ratio of the surrounding neighborhood (properties within 500 feet
of the proposed subdivision). For example, if the median lot size in the neighborhood is 20,000
square feet, a landowner must have at least 40,000 square feet of land in order to subdivide the
property. They would also have to meet the minimum dimensional and median lot width, depth
and ratio requirements to qualify for a potential subdivision. These Code provisions have been in
place since 1990. A summary of the Edina single- family residential subdivision code is attached
as Appendix A.
The Edina code results in lot sizes that are similar to the surrounding neighborhood and the
transitions between adjacent lot sizes are fairly uniform The more typical multiple zoning
district method (use of fixed minimum lot sizes only within a given zoning district) results in
uniform lot sizes within a given zone and fairly distinct differences in lot size and house type
between zones and along zoning boundaries. Edina's code in general results in larger lot sizes
than required by most cities of a similar nature.
Edina, MN Single Family Residential Subdivision Study
January 15, 2005
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Study Process
Ingraham & Associates visited and evaluated all of the subdivisions that occurred in the City
since 1990 and reviewed existing City subdivision regulations. A meeting was held with the five
Task Force members to review the regulations and issues. Task Force members were asked to
visit seven subdivisions located throughout the City. The seven subdivisions represent a cross
section of the subdivisions approved in the City since 1990. See the attached map of subdivision
locations, Figure 1.
Ingraham & Associates reviewed other cities ordinances to determine if there were subdivision
regulations that would be applicable to Edina. A summary of that research is attached as
Appendix B.
Task Force members visited and evaluated each subdivision. A summary of their evaluations is
attached as Appendix C. A meeting was held with the Task Force to review their subdivision
analysis and to discuss the need for any code revisions. The Task Force members, consultant and
city planner discussed the quality of the subdivisions and their fit with the neighborhood and
community. The Task Force members reached a consensus that the existing regulations worked
well and the subdivisions were appropriate and of high quality. No changes to the existing
regulations were recommended. Their findings and recommendations are noted below.
E
Task Force Findings and Recommendations
Summary of the Task Force evaluations of the subdivisions and subdivision regulations.
1. Some new subdivisions are "islands" within older or slightly different housing, but this is
OK, particularly when the subdivision is large enough or is designed to act as its own
neighborhood (i.e. using a new cul-de -sac street).
2. Setbacks seem tight (too small) in some subdivisions, but in general, larger houses on
smaller lots are OK.
3. The quality of the new subdivisions and new homes is high and matches or exceeds the
values and quality of the surrounding neighborhood.
4. In general, Task Force members felt that the subdivisions they examined were appropriate
for the neighborhood and the city. Opinions vary and beauty (and what is a good
subdivision) is in the eye of the beholder.
5. The city should maintain setbacks and lot coverage limits that are similar to the
surrounding area and city. Continue to monitor variance requests and consider code
adjustments if needed (current City practice).
6. The existing subdivision code promotes good development and is appropriate and no
changes in the subdivisions code are recommended.
Edina, MN Single Family Residential Subdivision Study 2
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Consultant Comments and Recommendations
Neighborhood median lot size
The Edina requirement that new subdivisions meet the average lot size, width, etc. of the
surrounding neighborhood assures that new lots will "fit" into the generally scale and context of
the neighborhood. That alone is not a guarantee of a successful and well- received subdivision,
but it does prevent major differences in lot size within neighborhoods (i.e. a new subdivision of
five 10,000 square foot lots within an existing neighborhood of 50,000 square foot lots).
Cities that use the more traditional approach of multiple single - family residential zoning districts
(i.e. RI zone - 20,000 square foot minimum lot size, R2 - 12,000 square foot minimum lot size,
R3 - 8,000 square foot minimum lot size) have issues when larger remnant parcels are subdivided
into smaller lots.
Subdivision quality
The subdivisions created since 1990 are of a uniformly high quality and few issues were apparent.
The existing code provisions and process seem to work well and result in high quality
subdivisions.
Housing size
The real estate trend has been toward larger homes. As a result the homes in new subdivisions
tend to be larger than the older homes surrounding the new development. This is does not appear
to have a negative affect upon the property values or livability of the neighborhoods.
Larger lots
Requiring new lots to meet the median lot size of the neighborhood results in larger lots than
typically found in cities using traditional minimum lot area zoning requirements only. The larger
lots contribute toward higher housing costs. However, Edina's higher value real estate market is
the biggest influence on housing price and affordable detached single - family homes are difficult
to achieve in most parts of the Twin Cites.
Estate lots
'IChe City regulations requiring new lots to meet the median lot size of the neighborhood protect
areas or groups of large "estate" size lots by requiring any new subdivision to meet the median lot
size of the nei illborhood. The result of a new subdivision in an area of existing large lots is that
any new lots would be substantially similar to the typical lot size in the surrounding area.
however, the City regulations do not prevent an existing isolated large estate lot from being
subdivided into smaller lots if the large lot is .located in a neighborhood of smaller lots. If the
neighborhood median lot size is substantially smaller than the isolated estate loft the estate .lot
NVOUld be able to be subdivided .into lots similar to the typical lot size in the area.
Infill subdivisions
By their very nature, new subdivisions in Edina create change in a neighborhood. Change can be
controversial. Controversy and change are inevitable and are best managed through an open and
informative process with clear guidelines and standards. The median lot size requirement
minimizes the extent of the change by assuring that new lots will be similar in size to the existing
neighborhood lots.
Edina, MN Single Family Residential Subdivision Study 3
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Required findings
Edina C.'i.ty Code Section 8l0 requires all proposed subdivisions to meet a set of considerations or
findings. `hose findings ensue conformance of new subdivisions to city goals and policies and
regulations, compatibility with the surrounding area, protection of health safety and xvelfare,
provision of adequate street and emergency yemice and protection of natural resources. These
findings serve as an additional review mechanism to ensure well - designed and compatible
subdivisions.
Recommendation
The neighborhood median lot size, width, etc. provision is an appropriate subdivision regulation
that assures that there is no abrupt lot size differences within neighborhoods. The subdivisions
created under the current regulations are high quality and in general, blend in well with the
neighborhood. The existing code promotes good development. The City Code findings assure
additional review and compatibility of new subdivisions. No change in subdivision regulations is
recommended.
Edina, MN Single Family Residential Subdivision Study 4
January 15, 2005
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Edina Subdivision Study Participants
Study Task Force Members:
Rod Hardy
N. Craig Johnson
Robert Johnson
Meg Mannix
Mary Vasaly
City Staff:
Craig Larsen, City Planner
Consultant:
Greg Ingraham, AICP
Ingraham & Associates Inc.
Edina, MN Single Family Residential Subdivision Study 5
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Figure One - Map of Subdivisions Occurring Since 1990
Insert map showing all subdivisions created since 1990 and highlight the seven
subdivisions studied by the Task Force.
The map shows the subdivisions that were built since 1990 (date the current city residential
subdivision code was adopted) and the seven representative subdivisions evaluated by the Task
Force.
Edina, MN Single Family Residential Subdivision Study g
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Appendix A
Definitions:
Selections from Sections 810 (Subdivisions) and 850 (Zoning)
of the Edina City Code - Single Family Residential Subdivisions
Neighborhood. All lots in the Single Dwelling Unit District as established
by Section 850 of this Code which are wholly or partially within 500 feet of
the perimeter of the proposed plat or subdivision, except:
A. Lots used for publicly owned parks, playgrounds, athletic facilities and
golf courses;
B. Lots used for conditional uses as established by Section 850 of this Code;
or
C. Lots separated from the proposed plat or subdivision by the right of way
of either T. H. 100 or T. H. 62.
If the neighborhood includes only a part of a lot, then the whole of that lot
shall be included in the neighborhood. As to streets on the perimeter of
the proposed plat or subdivision, the 500 feet shall be measured from the
common line of the street and the proposed plat or subdivision.
Neighborhood Analysis Required
Subd. 5 Additional Requirements for Platting or Subdivision of
Property in the Single Dwelling Unit District. In addition to the
requirements of Subd. 4 of this Subsection, the applicant for a proposed
plat or subdivision of land wholly or partially within the Single Dwelling
Unit District as then determined by Section 850 of this Code, shall also
deliver to the Planner the following information from a source acceptable
to the Planner.
A. A complete list of all lots which are within the neighborhood of the
properly proposed to be platted or subdivided with the following
information:
1. The lot area for each lot
2. The mean and median lot area (in square feet) of all lots;
3. The lot width, as defined by Section 850 of this Code, for each lot;
4. The man and median lot width, as defined by Section 850 of this Code,
of all lots;
5. The lot depth, as defined by the Section 850 of this Code, for each lot;
6. The mean and median lot depth, as defined by Section 850 of this
Code, of all lots; and
7. The name and address of each lot.
B. The location of the proposed building pad for each lot in the proposed
plat or subdivision.
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C. The lot width to perimeter ratio (as defined in Section 850 of this Code)
for each lot in the proposed plat or subdivision.
Subdivision Criteria/Findings
Subd. 1 Considerations. The Commission in reviewing proposed plats
and subdivisions and in determining its recommendation to the Council,
and the Council in determining whether to approve or disapprove of any
plat or subdivision, may consider, among other matters, the following:
A. The impact of the proposed plat or subdivision, and proposed
development, on the character and symmetry of the neighborhood as
evidenced and indicated by, but not limited to, the following matters:
1. The suitability to the size and shape of the tots in the proposed plat or
subdivision relative to the size and shape of lots in the neighborhood; and
2. The compatibility of the size, shape, location and arrangement of the
lots in the proposed plat or subdivision with the proposed density and
intended use of the site and the density and use of lots in the
neighborhood.
B. The impact of the proposed plat or subdivision, and proposed
development, on the environment, including but not limited to,
topography, steep slopes, vegetation, naturally occurring lakes, ponds
and streams, susceptibility of the site to erosion and sedimentation,
susceptibility of the site to flooding and water storage needs on and from
the site.
C. The consistency of the proposed plat or subdivision, and proposed
development, and compliance by the proposed plat or subdivision, and
the proposed development, with the policies, objectives, and goals of the
Comprehensive Plan.
D. The compliance of the proposed plat or subdivision, and the proposed
development with the policies, objectives, goals and requirements of
Section 850 of this Code including, without limitation, the lot size
provisions and the Floodplain Overlay District provisions of Section 850 of
this Code.
E. The impact of the proposed plat or subdivision, and proposed
development on the health, safety and general welfare of the public.
F. The relationship of the design of the site, or the improvements proposed
and the conflict of such design or improvements, with any easements of
record or on the ground.
G. The relationship of lots in the proposed plat or subdivision to existing
streets and the adequacy and safety of ingress to and egress from such
lots from and to existing streets.
H. The adequacy of streets in the proposed plat or subdivision, and the
conformity with existing and planned streets and highways in surrounding
areas. Streets in the proposed plat or subdivision shall be deemed
inadequate if designed or located so as to prevent or deny public street
access to adjoining properties, it being the policy of the City to avoid
landlocked tracts, parcels or lots.
Edina, MN Single Family Residential Subdivision Study
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I. The suitability of street grades in relation to the grades of lots and existing
or future extension of the City's water, storm and sanitary sewer systems.
J. The adequacy and availability of access by police, fire, ambulance and
other life safety vehicles to all proposed improvements to be developed
on the proposed plat or subdivision.
K. Whether the physical characteristics of the property, including, without
limitation, topography, vegetation, susceptibility to erosion or siltation,
susceptibility to flooding, use as a natural recovery and ponding area for
storm water, and potential disturbance of slopes with a grade of 18
percent or more, are such that the property is not suitable for the type of
development or use proposed.
L. Whether development within the proposed plat or subdivision will cause
the disturbance of more than 25 percent of the total area in such plat or
subdivision containing slopes exceeding 18 percent.
M. Whether the proposed plat or subdivision, or the improvements proposed
to be placed thereon are likely to cause substantial environmental
damage.
Subd. 3 Additional Considerations. In addition to the foregoing matters,
the Commission, in connection with its recommendation to the Council,
and the Council in determining whether to approve or disapprove a
proposed plat or subdivision, shall specifically and especially consider the
following matters:
A. Whether the proposed plat or subdivision complies with the policies,.
objectives and goals of the Comprehensive Plan.
B. Whether the proposed plat or subdivision complies with the policies,
objectives, goals and requirements of Section 850 of this Code, including,
without limitation, the lot size and dimension requirements of Section 850
of this Code, and the Flood Plain Overlay District and Heritage
Preservation Overlay District of Section 850 of this Code, as varied by
variances therefrom, if any, granted pursuant to this Section or Section
850 of this Code.
C. Whether the design of the proposed plat or subdivision, or the design or
type of improvements proposed to be placed thereon, may be detrimental
to the health, safety or general welfare of the public.
D. Whether the proposed plat or subdivision conforms to, and complies with
the requirements of, applicable State Law.
E. Whether the proposed plat or subdivision complies with the policies,
objectives, goals and requirements of this Section, as varied by variances
therefrom, if any.
Single Family Lot Requirements
Subd. 2 Lot Dimensions. If the proposed plat is wholly or partially within
the Single Dwelling Unit District, then the minimum lot area, lot width, lot
depth and lot width to perimeter ratio shall be as follows:
Edina, MN Single Family Residential Subdivision Study g
January 15, 2005
A. The minimum lot area, as defined in Section 850 of this Code, shall be
the greater of 9,000 square feet, or the median lot area of lots in the
neighborhood.
B. The minimum lot width, as defined in Section 850 of this Code, shall be
the greater of 75 feet, or the median lot width of lots in the neighborhood.
C. The minimum lot depth, as defined in Section 850 of this Code, shall be
the greater of 120 feet, or the median lot depth of lots in the
neighborhood.
The lot width to perimeter ratio, as defined in Section 850 of this Code, for any lot in the
proposed plat or subdivision shall not be less than 0.1.
Edina, MN Single Family Residential Subdivision Study 10
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Appendix B Comparative Subdivision Regulation Analysis
The City of Edina uses a unique method for regulating lot size, width, etc. in single - family
residential subdivisions. City regulations require the lot size, lot width, lot depth and width -to -lot
perimeter ratio of new subdivisions must be equal to or greater than the median lot size, lot width,
lot depth and width to perimeter ratio of the surrounding neighborhood. Most cities use a fixed
minimum lot size, lot width etc. for a given residential zoning district. Those cities typically have
between multiple residential zones with varying minimum lot sizes, widths, etc.
The Edina code results in lot sizes that are similar to the surrounding neighborhood and the
transitions between adjacent lot sizes are fairly uniform. The more typical "Euclidean" zoning
method results in uniform lot sizes within a given zone and fairly distinct differences in lot size
and house type between zones and along zoning boundaries. Edina's code in general results in
larger lot sizes than required by most cities of a similar nature.
Ingraham & Associates evaluated zoning and subdivision codes from 20 cities to see how
they treated subdivision of lots and to determine if any of their codes contained regulations
that would be helpful and applicable to the City of Edina. The 20 cities were ones that were
selected previously as part of an evaluation of newly updated city codes for organization and
clarity. All 20 cities used the traditional Euclidean method of zoning (separate districts and
standards based on intensity). All cities have a fixed minimum lot size for each residential
zoning district. Almost all of them had methods for imparting flexibility through use of a
Planned Development or other flexible zoning tool. Many cities had codes to vary setback
requirements.
Two cities had lot size /subdivision regulations that may be helpful to Edina.
The City of Minneapolis requires lot area to not be less than the greater of (1) the minimum
requirements set forth by the zoning ordinance or (2) the average of the single - family and
two - family zoning lots located in whole or in part within three hundred fifty (350) feet or the
average of the single - family and two - family zoning lots located in whole or in part within the
same zoning district within three hundred fifty (350) feet, whichever is greater, where such
average lot area exceeds the minimum zoning requirement by fifty (50) percent or more.
In residential infill/estate lot split situations, Boulder, Colorado requires the smaller of the
two lots be at least forty percent of the square footage of the original lot.
Edina, MN Single Family Residential Subdivision Study
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Appendix C Summary of Task Force Responses
4 written responses) November 23, 2004
Subdivision: #1 Arrowhead Pointe
1. Impact upon natural resources? Acceptable to unknown.
2. Influence upon surrounding properties? Positive to neutral.
3. House spacing? Fits with neighborhood. Neighborhood unto itself. Well done.
4. Lot size? Appropriate. Big houses on small lots are OK.
5. Fit with neighborhood? Yes (3) - Some adjacent houses are less value than new homes.
That is ok. No (1) - OK on cul -de -sac. Road too wide for the area.
6. Other comments: Subdivision contributes nicely to Edina.
Question impact of new neighborhood pockets like this?
Subdivision: #2 Brendan Glen
1. Impact upon natural resources? Acceptable to unknown.
2. Influence upon surrounding properties? Positive
3. House spacing? Fits with neighborhood. Houses a bit close, but OK.
4. Lot size? Appropriate.
5. Fit with neighborhood? Yes
6. Other comments: Nice houses. Well done subdivision. , Upgrade in relation to
surrounding neighborhood. Hwy 169 noise. Lots next to 169 are undeveloped.
Subdivision: #3 Ratelle Hill
1. Impact upon natural resources? Acceptable(2), unknown (1), Negative (1)
God retention of woods and additional landscaping. Tree loss seems significant.
2. Influence upon surrounding properties? Positive (2), Neutral (1), Negative (1)
Similar to those across the street, but not too the side or rear.
Edina, MN Single Family Residential Subdivision Study 12
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3. House spacing? Fits with neighborhood (2), Does not fit with neighborhood (2). Not
similar to surrounding homes, but OK.
4. Lot size? Appropriate.
5. Fit with neighborhood? Yes.
6. Other comments: Good use of hilly terrain. Very large homes on the east side. Close
on the west.
Subdivision: #4 Jyland Whitney
1. Impact upon natural resources? Acceptable to unknown.
2. Influence upon surrounding properties? Positive
3. House spacing? Acceptable. Except for #42 is too crowded and close to the street.
OK, as it is its own cul -de -sac.
4. Lot size? Appropriate.
5. Fit with neighborhood? Fits well with the neighborhood.
6. Other comments: Subdivision is carved out of large natural and private area - a
favorite area of the Edina.
Subdivision: #5 Waterman Addition
1. Impact upon natural resources? Acceptable (3), Negative (1). Looks like a large
impact.
2. Influence upon surrounding properties? Positive (2), Neutral (2)
3. House spacing? Not a good fit - larger than typical. Somewhat close. Too close for
their size.
4. Lot size? Appropriate (3), Not appropriate (1). Home elevations dominate the lots.
Only within the subdivision.
5. Fit with neighborhood? Yes (2), No (2) - New homes stuck into an older neighborhood.
6. Other comments: New homes an "island" on their own. Would townhouses been
better?
Edina, MN Single Family Residential Subdivision Study
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Subdivision: #6 Mark Dahlquist Addition
1. Impact upon natural resources? Acceptable.
2. Influence upon surrounding properties? Positive (3), Positive to neutral (1).
Comparable values.
3. House spacing? Acceptable (2), Not appropriate (2). Too close to street.
4. Lot size? Appropriate (2), Not appropriate (2). Lots should be deeper. Seem too small.
OK, clustered as these are.
5. Fit with neighborhood? Yes
6. Other comments: Lots too shallow. Maximum buildings on wooded or sloped sites.
Least desirable subdivision.
Subdivision: #7 Granger Addition
1. Impact upon natural resources? Acceptable. Nice tree saving. Older development -
maximum mature trees.
2. Influence upon surrounding properties? Neutral - Same as surrounding. Comparable
style and value. Two houses are out of character- would not be so apparent if homes
were not two stories.
3. House spacing? Acceptable (3), Does not fit (1).
4. Lot size? Appropriate
5. Fit with neighborhood? Yes (3), No (1).
6. Other comments: Would better with more newer homes, but not likely in this
neighborhood. Good fit. Fits with the rest of the area.
Edina, MN Single Family Residential Subdivision Study 14
January 15, 2005
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Memo
To: Mayor Hovland and Members of the City Council
From:Gordon Hughes
Date: August 11, 2005
Re: 2006 CITY BUDGET
Attached herewith is the proposed 2006 City of Edina budget. This proposed budget
is based upon forecasts presented to you during our budget planning workshop. We
trust that this budget reflects the guidelines established by the Council during this
meeting.
State Aids /Legislative Changes
The State Legislature considered a number of bills in the 2005 session (both regular
and special) that affected the 2006 budget. The following summarizes the results of
the 2005 session pertaining to the budget:
• No levy limits for 2006. As with 2005, the 2006 City's property tax levy
will not be restricted by the State.
• No "Turbo Charged Truth in Taxation ". The Governor and the House
had proposed a new process whereby the annual Truth in Taxation notice
would include a "tear off' for the purpose of allowing taxpayers to initiate a
referendum allowing voters to override a Council- approved levy increase.
No such provision was included in the final legislation.
• No property tax freeze. The Senate had earlier passed legislation calling
for a property tax freeze for 2006. This provision was not included in the
final legislation.
• Market Value Homestead Credit (MVHC) not funded. In 2004, the
State withheld payment of the City's MVHC but allowed us to recover up
to 60% of the lost MVHC through our tax levy. Although MVHC was re-
0 Page 1
instated for 2005, the Council accurately predicted that the State would
likely not provide funding for this aid and, therefore, elected to include the
MVHC amount in our 2005 tax levy. The final 2005 legislation did not
include MVHC funding for the upcoming biennium. Therefore, the
proposed 2006 tax levy again needs to include an amount for the lost
MVHC.
EXPENDITURES
The proposed 2006 General Fund Expenditures are $25,367,595 which represents
a 5.65 percent increase from 2005.
The following chart compares the proposed 2006 expenditure increase with past
increases (General Fund Expenditures do not include debt service):
7.00%
6.00%
5.00%
4.00%
3.00%
2.00%
1.00%
0.00%
General Fund Expenditure Increase
2003 2004 2005 2006
The following items comprise the major expenditure changes for 2006:
WAGE AND EMPLOYEE BENEFIT INCREASE
• The budget includes a three percent wage increase for our employees. The
Council should note that contracts with all of our bargaining units are open for
2006.
• A $50 per month increase is provided for that portion of each employee's
health insurance benefit package funded by the City. Based upon the rate
increases quoted by our insurance provider, this adjustment will
approximately cover the entire premium increase for employees choosing
• Page 2
single coverage and a portion of the increase for employees choosing family
coverage.
MAYOR AND COUNCIL. The Mayor and Council budget includes a modest
increase for salaries to take effect the last month of 2006. 1 recommend that the
Council consider an ordinance amendment to increase salaries in the next few
months. (State law provides that such a pay increase cannot take effect until after
the 2006 election.)
PLANNING. The Planning Department's professional services budget has been
increased by $20,000 to accommodate studies that may ensue as a follow up to the
Southdale Area study as well the "massing" study.
ELECTIONS. The Elections budget has increased in the areas of personal services
and overtime due principally to the continued increase in absentee ballots which are
expensive to process.
PUBLIC WORKS. "Public Works" includes the budgets of the Engineering
Department and Public Works maintenance activities including street maintenance,
street lighting, traffic control, bridges, retaining walls, sidewalks and parking
lots /ramps. The Engineering Department's professional services budget has been
increased by $40,000 for traffic and transportation studies. The Council should note
that it authorized a traffic study for a portion of the northeast quadrant of the City
which will be funded by way of the 2005 budget. Therefore, the proposed budget for
2006 is for traffic studies in addition to the aforementioned northeast Edina study.
The Public Works commodities budget has been significantly increased due to the
rapidly escalating costs of petroleum based asphalt materials.
PUBLIC SAFETY. "Public Safety" includes the budgets of the Police Department,
Fire Department, Health Department and Inspections Department. The Council
should note the following items:
Police Department and Fire Department
• $20,000 has been added to the Police budget for part time employees for
increasing transcription and data entry requirements.
• $5,000 has been added to the Fire Department budget for firefighter medical
examinations.
Inspections Department
• We propose to add a building inspector to the department due to the
continually increasing volume of building permit activity. $75,000 has been
budgeted for this purpose. (Salary plus soft costs.)
• Page 3
PARK & RECREATION. The Park and Recreation budget includes a $19,000
increase in professional services for a needs assessment survey. The Paths /Hard
Surfaces budget has been increased by $20,000 to fund repairs to tennis courts,
basketball courts, pathways etc. Much of this increase is due to increasing
petroleum costs.
NON - DEPARTMENTAL. "Non - Departmental' includes contingencies, special
assessments on City properties, CIP appropriation, employee programs,
commissions and special projects. The Council should note the following items:
Fireworks. The City has again received a sponsorship from Fairview Southdale
Hospital for the July 4, 2006, fireworks display.
Human Relations Commission. Representatives of the HRC will attend the
budget hearing to provide their recommendations for 2006.
CENTRAL SERVICES. "Central Services" includes the cost of operating City Hall,
the Public Works Building, equipment operations, and other general expenses such
as insurance. The Council should note the following items:
Insurance. The total cost of worker's compensation, property and liability
insurance coverage has remained flat from 2005. The budget includes $73,000
to fund potential worker's compensation deductibles.
I.T. The technology budget has been increased principally in the area of
professional services. The increasing complexity of our IT system requires
additional manpower beyond our full time staff.
City Hall. The budgets for heat, power and other ongoing costs associated with
City Hall have been increased based upon the costs of operation for our new
building.
REVENUES
Property Taxes
A total property tax increase for 2006 of 5.83% is proposed which includes the
General Fund levy and our debt service levies. It is important to note that included in
this amount is the first year's debt service for the bonds issued to fund the new
gymnasiums on the Community Center campus. The General Fund tax levy will
increase 4.38% (exclusive of our debt service levies).
• Page 4
The following chart compares the proposed 2006 property tax increase (including
debt levies) with past increases:
The Council should note the following changes to our non -tax revenues:
Licenses and Permits. Revenues from licenses and permits are projected to
increase by more than $225,000. This increase is projected due to the volume of
activity, not a rate increase.
Ambulance Revenues. A $156,000 increase in ambulance revenues is forecast
based upon our volume of activity.
Fines and Forfeitures. A $25,000 decrease in revenues from fines is projected
based upon activity levels.
Income on Investments. Investment earnings are projected to increase $40,000
due to increases in short term interest rates.
Contribution from Liquor Enterprise. The contribution from the liquor enterprise
to the general fund has increased by two percent. ($700,230)
• Page 5
Property
Taxes
71.3%
General Fund Revenue
Licenses
& Permits
8.9%
IntergoVt
Aid
2.8%
Fees &
Charges
8.8%
Misc.
Revenue
4.7%
BUDGET ADOPTION SCHEDULE
August 16, 2005
5:00 P.M
September 6, 2005
7:00 P.M
December 2005*
5:00 P.M
December 2005*
7:00 P.M
* Exact dates to be set
• Page 6
Fines &
Forfeits
3.4%
Budget Hearing
Adopt preliminary levy
Truth in Taxation Hearings
Budget Adoption
2006 ANNUAL BUDGET
TABLE OF CONTENTS PAGE
SUMMARY OF REVENUES & EXPENDITURES
Overview
Revenue by Fund & Source 1 - 2
Expenditures by Fund & Source 3 - 4
Property Tax Levy
GENERAL GOVERNMENT
Overview
Mayor & Council
5 - 6
Administration
7- 8
Planning
9-10
Finance
11-12
Election
13-14
Assessing
15-16
Legal & Court Services
17-18
III. PUBLIC WORKS
Overview
Administration
19-20
Engineering
21-22
Supervision
23-24
Payroll Distribution
25-26
Street Maintenance
27-30
Street Lighting
31-32
Traffic & Street Name Signs
33-34
Traffic Control
35-36
Bridges /Guard Rails
37-38
Retaining Wall Maintenance
39-40
Sidewalks /Ramps /Parking Lots
41-44
o e�
Fes, 0
J �
2006ANNUAL BUDGET
TABLE OF CONTENTS
IV
V
VI
PUBLIC SAFETY
Overview
Police Protection
Civilian Defense
Animal Control
Fire Protection
Public Health
Inspections
PARK & RECREATION
Overview
Administration
Recreation
Payroll Distribution
Maintenance
NON - DEPARTMENTAL
Overview
Contingencies
Capital Plan Appropriation
Special Assessments on City Property
Fire Station Debt Service
Employee Programs
Commission & Special Projects
VII. Appendix
Central Services
Overview
General
City Hall
Public Works Building
Equipment Operation
PAGE
45- 48
49- 50
51- 52
53 56
57- 58
59- 60
61- 62
63- 68
69- 70
71- 82
83- 84
85- 86
87- 88
89- 90
91- 92
93- 96
97- 98
99-100
101-102
103-104
Summary
Of
Revenues &
Expenditures
Misc. Re °^ °
4.7°i
Court Fines
3.4%
Fees & Charges
8.8%
Licenses & Permits
8.9%
Revenue Overview
Total Revenues
Distribution by Type
Intgov't Aid
3.5%
Taxes
71.3%
Expenditure Overview
Total Expenditures
Distribution by Type
Central Services
10.2%
Equir
4.!
Commoditie
4.8%
Contractual
Services
13.3%
Total Expenditures
Distribution by Area
Public Works
21.9%
General
Government
13.7%
daries
5.8%
Public Safety
48.9%
Park & Rec.
Non - Departmental 13.3%
2.1%
CITY OF EDINA ANNUAL BUDGET PAGE - 1
FUND:
I
GENERAL
REVENUE SUMMARY
REVENUES SUMMARY
2003
2004
2005
2006
DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
GENERAL FUND:
TAXES:
PROPERTY TAXES
$15,607,503
$15,629,848
$17,772,350
$17,772,350
$18,550,373
PENALTIES AND INTEREST
22,504
5,592
15,000
15,000
15,000
MARKET VALUE CREDIT
-
-
(528,756)
(528,756)
(372,664)
LOSS DUE TO ABATEMENTS
-
-
100,000
100,000
100,000
TOTAL TAXES
15,630,007
15,635,440
17,158,594
17,158,594
18,092,709
LICENSE AND PERMITS:
HEATNENT LICENSE
45,332
33,991
23,000
23,000
35,000
BUILDING PERMITS
1,399,037
1,465,506
1,300,000
1,300,000
1,460,000
PLUMBING PERMITS
152,563
161,108
110,690
110,690
160,000
MECHANICAL PERMITS
241,901
237,990
250,910
250,910
240,000
WATER CONNECTION
8,000
7,982
-
-
-
DOG LICENSES
13,903
13,207
12,500
12,500
13,000
BEER LICENSE
10,859
10,409
10,000
10,000
11,000
WINE LICENSE
25,167
26,500
25,000
25,000
27,000
LIQUOR LICENSE
95,803
109,923
96,000
96,000
115,000
PARKING RAMP
2,350
-
3,300
3,300
-
OTHER PERMITS & LICENSES
3,553
2,526
2,000
2,000
2,000
SPRINKLER PERMITS
25,867
21,545
28,500
28,500
25,000
ALARM PERMITS
8,995
6,802
9,270
9,270
8,800
TOBACCO LICENSE
9,395
8,450
8,925
8,925
8,900
FOOD ESTABLISHMENT LICENSE
82,122
83,598
88,200
88,200
88,900
FOOD VENDING LICENSE
3,345
1,875
2,940
2,940
2,000
POOL LICENSE
21,205
21,245
22,050
22,050
22,500
AMUSEMENT DEVICE LICENSE
1,440
630
1,575
1,575
900
LODGING LICENSE
141
282
158
158
450
GARBAGE COLLECTORS LICENSE
13,610
14,145
11,550
11,550
14,000
PARKING GARAGE LICENSE
2,800
2,730
2,625
2,625
2,725
SIGN PERMIT
10,095
9,060
11,000
11,000
9,500
ROAD RESTRICTION PERMITS
4,780
8,255
5,000
5,000
7,000
TOTAL LICENSES AND PERMITS
2,182,263
2,247,759
2,025,193
2,025,193
2,253,675
FEES AND CHARGES:
BLDG CODE COMPLIANCE
188
-
300
300
300
OTHER BUILDING FEES
1,268
5,791
1,500
1,500
1,500
LIQUOR PENALTIES
2,000
3,000
-
-
-
OTHER CITY CLERK FEES
9,163
9,254
-
-
-
VENTILATION SYSTEM
14,400
14,160
15,000
15,000
14,000
SPECIAL HAZARD PERMITS
2,525
2,800
3,400
3,400
3,000
FALSE ALARMS FIRE
4,100
15,400
13,000
13,000
11,500
OTHER FIRE FEES
5,046
5,401
4,200
4,200
4,500
AMBULANCE
1,065,177
1,227,400
1,081,500
1,081,500
1,237,300
CITY OF EDINA ANNUAL BUDGET PAGE - 2
FUND:
GENERAL
I REVENUE SUMMARY
REVENUES SUMMARY
2003
2004
2005
2006
DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
FEES AND CHARGES:
DOG IMPOUNDING FEES
$ 1,861
$ 4,002
$ 3,700
$ 3,700
$ 3,800
FALSE ALARMS POLICE
36,250
72,295
65,000
65,000
65,000
SAFETY /SECURITY CONTRIBUTION
100,300
165,460
151,600
151,600
160,560
OTHER POLICE FEES
7,503
9,699
4,000
4,000
6,000
RIGHT OF WAY FEE
11,059
17,431
10,000
10,000
12,000
ENGINEERING & CLERICAL
105,885
87,092
90,000
90,000
90,000
STREET OPENING FEES
-
-
-
-
-
CURB CUT FEE
3,180
2,880
3,800
3,800
3,000
ENGINEERING FEES
6,970
7,484
18,000
18,000
12,000
UNDERGROUND PARK INSPECTION
3,175
2,815
3,150
3,150
3,000
FOOD PLAN REVIEW FEE
2,150
5,120
3,150
3,150
3,200
PLANNING FEES
29,235
1
21,676
27,000
27,000
24,000
OTHER FEES
7,327
3,275
6,500
6,500
5,500
HOUSING FOUNDATION CONTRACT
24,988
57,666
31,100
31,100
31,700
SERVICES HRA
22,196
21,017
20,000
20,000
20,000
ASSESSING SEARCHES
557
3,188
-
-
-
REGISTRATION FEES
81,777
75,346
77,250
77,250
78,800
PARK BACKGROUND CHECKS
-
-
-
-
SENIOR CENTER FEES
102,149
103,275
103,169
103,169
104,300
50TH & FRANCE ASSESSMENT
17,124
37,300
68,000
68,000
69,000
CHARGES TO OTHER FUNDS
172,320
247,728
263,616
263,616
271,413
TOTAL FEES AND CHARGES
1,839,873
2,227,955
2,067,935
2,067,935
2,235,373
FINES AND FORFEITURES:
MUNICIPAL COURT FINES
785,227
863,073
900,000
900,000
875,000
OTHER REVENUES:
INCOME ON INVESTMENTS
68,344
83,233
110,000
110,000
150,000
SALE OF PROPERTY
86,044
119,922
45,000
45,000
45,000
RENTAL OF PROPERTY
267,254
265,085
280,000
280,000
285,000
DONATIONS
5,026
51,040
-
-
5,000
MISCELLANEOUS REVENUE
5,021
73,577
5,000
5,000
5,000
CONTRIBUTION FROM LIQUOR
-
-
686,500
686,500
700,230
TOTAL OTHER REVENUES
431,689
592,857
1,126,500
1,126,500
1,190,230
INTERGOVERNMENTAL AID:
FEDERAL AID
315,517
105,296
51,400
51,400
35,000
STATE AID MAINTENANCE
195,000
195,000
195,000
195,000
195,000
OTHER STATE AID
214,765
217,325
176,634
176,634
170,608
POLICE AID
320,482
321,199
310,000
310,000
320,000
COUNTY HEALTH AID
36,222
121,180
-
-
-
TOTAL INTERGOVERNMENTAID
1,081,986
960,000
733,034
733,034
720,608
TOTAL OPERATING REVENUE
$21,951,045
$22,527,084
$24,011,256
$24,011,256
$25,367,595
CITY OF EDINA ANNUAL BUDGET PAGE - 3
FUND:
GENERAL
EXPENDITURE SUMMARY
SUMMARY OF EXPENDITURES
2003
2004.
2005
2006
DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
GENERAL FUND:
GENERAL GOVERNMENT:
MAYOR & COUNCIL
$ 77,017
$ 81,993
$ 73,981
$ 73,981
$ 66,706
ADMINISTRATION
888,419
925,549
952,493
959,173
1,011,533
PLANNING
337,665
361,855
368,571
368,571
403,713
FINANCE
538,631
560,818
585,110
585,110
610,426
ELECTIONS
31,746
203,857
117,467
117,467
174,897
ASSESSING
562,864
656,271
740,153
740,153
773,651
LEGAL & COURT SERVICES
305,215
398,858
410,000
410,000
430,000
TOTAL GENERAL GOVERNMENT
$ 2,741,557
$ 3,189,201
$ 3,247,775
$ 3,254,455
$ 3,470,926
PUBLIC WORKS:
ADMINISTRATION
$ 156,396
$ 160,761
$ 177,433
$ 177,433
$ 192,929
ENGINEERING
608,867
611,043
755,259
755,259
814,577
SUPERVISION
414,442
357,924
382,344
382,344
413,594
STREET MAINTENANCE
2,518,956
2,797,654
3,216,494
3,216,494
3,436,247
STREET LIGHTING
357,157
390,061
411,320
411,320
403,100
STREET NAME SIGNS
103,910
116,176
49,900
49,900
45,900
TRAFFIC CONTROL
116,295
126,755
129,100
129,100
131,300
BRIDGES /GUARD RAILS
26,238
22,379
9,500
9,500
10,000
RETAINING WALL MAINTENANCE
12,974
10,142
20,090
20,090
23,800
SIDEWALKS, RAMPS & PARKING LOTS
122,344
113,122
90,185
90,185
96,660
TOTAL PUBLIC WORKS
$ 4,437,579
$ 4,706,017
$ 5,241,625
$ 5,241,625
$ 5,568,107
PUBLIC SAFETY:
POLICE PROTECTION
$ 5,749,647
$ 6,262,781
$ 6,593,341
$ 6,593,341
$ 6,917,952
CIVILIAN DEFENSE
32,085
49,496
43,320
43,320
50,072
ANIMAL CONTROL
40,583
60,752
74,982
74,982
82,893
FIRE PROTECTION
3,751,107
3,582,586
3,932,476
3,932,476
4,084,328
PUBLIC HEALTH
422,201
395,678
443,641
443,641
470,893
INSPECTIONS
660,016
704,864
692,305
692,305
804,163
TOTAL PUBLIC SAFETY
$10,655,639
$11,056,157
$11,780,065
$11,780,065
$12,410,301
PARK & RECREATION:
ADMINISTRATION
$ 621,199
$ 617,279
$ 648,724
$ 648,724
$ 691,592
RECREATION
309,707
314,677
351,814
351,814
382,275
MAINTENANCE
1,820,249
1,947,204
2,177,191
2,177,191
2,309,463
TOTAL PARK DEPARTMENT
$ 2,751,155
$ 2,879 160
$ 3,177,729
$ 3,177,729
$ 3,383,330
CITY OF EDINA ANNUAL BUDGET PAGE - 4
FUND:
GENERAL
I
I EXPENDITURE SUMMARY
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
NON - DEPARTMENTAL EXPENSES:
CONTINGENCIES
$ 244,707
$ 91,307
$ 123,014
$ 123,014
$ 119,616
SPECIAL ASSESSMENTS
28,188
26,587
28,000
28,000
30,000
CAPITAL PLAN APPROPRIATION
50,000
50,000
50,000
50,000
50,000
FIRE DEPT. DEBT SERVICE
83,761
-
-
-
-
EMPLOYEE PROGRAMS
132,308
118,651
130,000
130,000
129,000
COMMISSIONS & SPEC. PROJECTS
189,323
164,225
226,368
226,368
206,315
TOTAL NON - DEPARTMENTAL
$ 728,287
$ 450,770
$ 557,382
$ 557,382
$ 534,931
TOTAL OPERATING
EXPENDITURES
$ 21,314,217
$ 22,281,305
$ 24,004,576
$ 24,011,256
$ 25,367,595
City of Edina
Property Tax Levies
2003 2004 2005 2006
General Fund Levy
$ 16,171,875
$16,489,129
$17,772,350
$18,550,373
City Hall Debt Service
1,026,437
1,028,837
1,058,840
1,081,536
Equipment Certificates
586,163
604,275
162,200
159,100
Gymnasium Debt Service
-
-
-
425,000
Park Bond Market Value Levy
721,967
686,662
674,161
599,138
Total Property Tax Levy
$18,506,442
$18,808,903
$ 19,667,551
$ 20,815,147
General Fund Levy Increase
1.14%
1.96%
7.78%
4.38%
Debt Levy Increase (Decrease)
34.30%
- 0.63%
- 18.30%
19.50%
Total Property Tax Levy Increase
4.39%
1.63%
4.57%
5.83%
0
�t
f. .
cn
0
General Government
General Government Overview
General Government
Distribution by Area
Mayor & Council
Legal & Court Services 1.9%
12 4°%
Assessing
22.3%
Elec
5.
Commodities
0.5%
Contractual Services
24.0%
Finance
17.6%
ministration
29.1%
ling
%
General Government
Distribution by Expenditure
Central Services Equipment
laries
'.1%
CITY OF EDINA ANNUAL BUDGET PAGE - 5
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I GENERAL GOVERNMENT I MAYOR & COUNCIL 1 1100
SUMMARY OF PERFORMANCE MEASURES
Mayor & Council -1100:
The City Council constitutes the policy- making division of Edina City Government. The
Council is composed of the Mayor and 4 Council members, all elected at large for overlapping
terms of four years. The Mayor is the official head of City Government and is the presiding
officer at the Council meetings. The Council meets on the first and third Tuesdays of each
month at City Hall. The City Council also serves as the. commissioners of the Housing
Redevelopment Authority.
Total Mayor & Council Budget
2005 2006
$ 73,981 $ 66,706
- 9.83%
CITY OF EDINA ANNUAL BUDGET PAGE - 6
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
MAYOR & COUNCIL
1100
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 27,556
$ 27,667
$ 27,450
$ 27,450
$ 28,450
6030 PENSIONS
.904
907
1,518
1,518
1,647
6034 SOCIAL SECURITY
2,108
2,117
2,100
2,100
2,100
6045 WORKERS COMPENSATION
86
72
69
69
61
30,654
30,763
31,137
31,137
32,258
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
1,025
785
900
900
900
6106 MEETING EXPENSE
6,066
4,322
3,800
3,800
3,900
7,091
5,107
4,700
4,700
4,800
COMMODITIES:
6406 GENERAL SUPPLIES
189
1,691
1,100
1,100
1,100
CENTRAL SERVICES:
6803 GENERAL
24,695
25,742
22,152
22,152
14,208
6804 CITY HALL
14,388
18,690
14,892
14,892
14,340
39,083
44,432
37,044
37,044
28,548
TOTAL MAYOR & COUNCIL
$ 77,017
$ 81,993
$ 73,981
$ 73,981
$ 66,706
CITY OF EDINA ANNUAL BUDGET PAGE - 7
FUND: FUNCTION: AREA: PROGRAM:
GENERAL GENERAL GOVERNMENT ADMINISTRATION 1120
SUMMARY OF PERFORMANCE MEASURES
Administration -1120:
Personal services consists of 8 full time employees in this area.
The office of the City Manager is responsible for executing the policies adopted by the City
Council. Specifically, the City Manager's office provides for the general management of the
City and is responsible for the following:
• Personnel compensation and benefits administration for approximately 900 full time and
part time employees
• Labor relations with four organized bargaining units
• Risk management
• Long range planning
• Maintenance of official records and minutes
• Publication of ordinances and legal notices
Licensing
• Policy research and implementation
• Management of selected central services,
• Human relations
• Staff service to the HRA
• Employee training and career development
• Facility management of City Hall
2005 2006
Total Administration Budget $ 959,173 $1,011,533
5.46%
CITY OF EDINA ANNUAL BUDGET PAGE - 8
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
GENERAL GOVERNMENT
ADMINISTRATION
1120
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 561,434
$ 575,234
$ 603,653
$ 603,653
$ 642,822
6011 OVERTIME
4,568
3,899
6,000
6,180
6,000
6030 PENSIONS
31,071
31,918
33,724
33,724
38,929
6034 SOCIAL SECURITY
41,042
40,550
42,926
42,926
45,249
6040 FLEX PLAN
55,901
52,297
58,410
58,410
63,360
6045 WORKERS COMPENSATION
3,406
3,031
3,179
3,179
3,121
697,422
706,929
747,892
748,072
799,481
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
12,791
27,092
5,000
13,000
13,000
6104 CONTINUING EDUCATION
2,958
5,007
5,000
5,000
5,000
6105 DUES & SUBSCRIPTIONS
49,588
52,926
55,000
55,000
56,000
6106 MEETING EXPENSE
2,496
1,553
3,000
3,000
2,000
6107 MILEAGE
16,345
13,713
15,000
18,000
17,000
6120 LEGAL ADVERTISEMENTS
16,093
15,455
20,200
16,000
18,000
6160 DATA PROCESSING HR
26,205
25,829
31,000
31,000
32,000
6188 TELEPHONE
1,144
1,144
1,000
1,300
1,000
127,620
142,719
135,200
142,300
144,000
COMMODITIES:
6405 BOOKS AND PAMPHLETS
45
167
300
-
6406 GENERAL SUPPLIES
1,088
2,950
3,000
1,900
3,000
6575 PRINTING
34
-
100
300
100
1,167
3,117
3,100
2,500
3,100
CENTRAL SERVICES:
6803 GENERAL
36,974
45,589
41,292
41,292
40,464
6804 CITY HALL
23,172
21,815
17,376
17,376
16,740
6808 EQUIPMENT OPERATION
2,064
1,744
1,812
1,812
1,752
62,210
69,148
60,480
60,480
58,956
EQUIPMENT:
6710 REPLACEMENT
-
3,636
5,821
5,821
5,996
TOTAL ADMINISTRATION
$ 888,419
$ 925,549
$ 952,493
$ 959,173
$ 1,011,533
CITY OF EDINA ANNUAL BUDGET PAGE - 9
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I GENERAL GOVERNMENT I PLANNING 1 1140
SUMMARY OF PERFORMANCE MEASURES
Planning -1140:
Personal services consist of 3.75 full time employees in this area.
The Planning Department provides staff service to the City Council, the Planning Commission,
the Board of Appeals and Adjustments, the Heritage Preservation Board, the Housing and
Redevelopment Authority (HRA) and the East Edina Housing Foundation. The department
also handles the administration of the City's sign ordinance, zoning ordinance, subdivision
ordinance, nuisance ordinance, the Metro Rental Assistance Program, the Federal Community
Development Block Grant program, and East Edina Housing Foundation programs.
Explanation of Change:
• Professional Services has been increased by $20,000.
Total Planning Budget
2005 2006 %
$ 368,571 $ 403,713 9.53%
CITY OF EDINA ANNUAL BUDGET PAGE - 10
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
PLANNING
1140
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 234,691
$ 242,278
$ 247,225
$ 247,225
$ 254,838
6011 OVERTIME
1,085
1,198
3,090
3,090
3,200
6030 PENSIONS
13,414
13,464
13,842
13,842
15,482
6034 SOCIAL SECURITY
19,499
18,585
19,042
19,042
19,740
6040 FLEX PLAN
21,498
21,365
25,935
25,935
28,185
6045 WORKERS COMPENSATION
1,851
1,563
1,557
1,557
1,474
292,038
298,453
310,691
310,691
322,919
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
9,600
7,626
10,000
10,000
30,000
6104 CONTINUING EDUCATION
199
358
1,300
1,300
1,300
6105 DUES & SUBSCRIPTIONS
115
-
500
500
500
6106 MEETING EXPENSE
-
13
100
100
100
6107 MILEAGE
3,387
3,453
3,600
3,600
3,600
13,301
11,450
15,500
15,500
35,500
COMMODITIES:
6405 BOOKS AND PAMPHLETS
-
-
100
100
100
6406 GENERAL SUPPLIES
420
790
500
500
750
6408 PHOTOGRAPHIC SUPPLIES
-
-
100
100
100
6575 PRINTING
456
-
700
700
700
876
790
1,400
1,400
1,650
CENTRAL SERVICES:
6803 GENERAL
24,850
28,918
25,716
25,716
28,884
6804 CITY HALL
6,600
16,898
13,464
13,464
12,960
31,450
45,816
39,180
39,180
41,844
EQUIPMENT:
6710 REPLACEMENT
-
5,346
1,800
1,800
1,800
TOTAL PLANNING
$ 337,665
$ 361,855
$ 368,571
$ 368,571
$ 403,713
CITY OF EDINA ANNUAL BUDGET PAGE - 11
FUND: FUNCTION: AREA: PROGRAM:
GENERAL GENERAL GOVERNMENT FINANCE 1160
SUMMARY OF PERFORMANCE MEASURES
Finance -1160:
Personal services consist of 5 &' /z full time employees in this area.
The Finance Department provides accounting and control services for all financial activities of
the City. Major functions include:
• During 2004, the Finance Department issued 13,000 payroll checks on a payroll of over
$20,000,000 for over 800 full time and part time employees.
• Preparation of the annual budget, comprehensive financial report, enterprise profit and loss
statements, bond statements, and other financial reports.
• Issuance of 13,000 accounts payable checks on expenditures of over $72,000,000 for
general operating, debt service, capital projects, enterprise activities and other City
functions during 2004.
• Performing financial analysis on investments and various proposals
Total Finance Budget
2005 2006 %
$ 585,110 $ 610,426 4.33%
CITY OF EDINA ANNUAL BUDGET PAGE - 12
FUND:
FUNCTION: I
AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
FINANCE
1160
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 327,388
$ 340,048
$ 348,735
$ 348,735
$ 358,317
6011 OVERTIME
1,579
986
1,891
1,891
2,000
6030 PENSIONS
18,192
18,818
19,390
19,390
21,619
6034 SOCIAL SECURITY
24,725
25,210
25,709
25,709
26,575
6040 FLEX PLAN
35,715
36,770
38,940
38,940
42,854
6045 WORKERS COMPENSATION
1,956
1,760
1,825
1,825
1,699
409,555
423,592
436,490
436,490
453,064
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
1,698
1,266
2,600
2,600
3,100
6105 DUES & SUBSCRIPTIONS
745
1,220
800
800
900
6107 MILEAGE
3,241
3,229
3,600
3,600
3,600
6130 ANNUAL AUDIT
7,000
9,250
10,000
10,000
10,000
6160 DATA PROCESS ING -LOGIS
79,480
67,705
79,000
79,000
80,000
92,164
82,670
96,000
96,000
97,600
COMMODITIES:
6405 BOOKS AND PAMPHLETS
84
-
100
100
100
6406 GENERAL SUPPLIES
504
1,655
2,000
2,000
2,000
588
1,655
2,100
2,100
2,100
CENTRAL SERVICES:
6803 GENERAL
24,744
33,577
31,224
31,224
38,700
6804 CITY HALL
11,580
16,909
13,476
13,476
12,972
36,324
50,486
44,700
44,700
51,672
EQUIPMENT:
6710 REPLACEMENT
-
2,415
5,820
5,820
5,990
TOTAL FINANCE
$ 538,631
$ 560,818
$ 585,110
$ 585,110
$ 610,426
CITY OF EDINA ANNUAL BUDGET PAGE - 13
FUND: FUNCTION: AREA: PROGRAM:
GENERAL GENERAL GOVERNMENT' ELECTIONS I 1180
SUMMARY OF PERFORMANCE MEASURES
Elections -1180:
Personal services consist of 1 full time person of which '/z the salary is billed to the school
district in school district election years as election costs. Personal services also includes the
election judge payrolls for primary and general elections and payroll for additional hours of
regular staff persons.
The City Clerk is responsible for conducting all national, state, county, and City elections held
in the City of Edina in even numbered years. In addition, the City Clerk conducts all Edina
School District 273 elections in odd numbered years. Costs for conducting school elections
are billed to the school district.
The City is divided into 20 voting precincts which must be equipped for conducting each
election. The Clerk must recruit and train approximately 300 election judges in each election
year. Approximately 4,000 absentee ballot applications are processed.
The Clerk is also responsible for maintaining the permanent voter registration system in the
City amounting to almost 35,000 registrations. In a 12 month period about 6,500 registration
changes are processed. Following the primary and general elections an additional 5,000 adds
and deletes are processed.
Total Elections Budget
2005 2006
$ 117,467 $ 174,897
48.89%
CITY OF EDINA ANNUAL BUDGET PAGE - 14
FUND:
FUNCTION: I
AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
ELECTIONS
1180
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 20,551
$ 152,347
$ 73,507
$ 73,507
$ 90,278
6011 OVERTIME
-
8,916
-
-
14,700
6030 PENSIONS
689
3,798
4,065
4,065
6,299
6034 SOCIAL SECURITY
1,016
6,560
5,623
5,623
8,031
6040 FLEX PLAN
1,762
9,169
7,080
7,080
7,680
6045 WORKERS COMPENSATION
64
375
272
272
356
24,082
181,165
90,547
90,547
127,344
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
-
3,180
3,431
3,431
5,035
6104 CONTINUING EDUCATION
-
-
2,100
2,100
1,800
6106 MEETING EXPENSE
-
176
-
-
-
6107 MILEAGE
-
166
248
248
255
6120 LEGAL ADVERTISEMENT
-
279
211
211
220
6151 EQUIPMENT RENTAL
-
-
541
541
550
6235 POSTAGE
-
1,817
8,413
8,413
11,885
-
5,618
14,944
14,944
19,745
COMMODITIES:
6406 GENERAL SUPPLIES
-
4,209
2,640
2,640
2,720
6575 PRINTING
-
4,804
2,640
2,640
2,720
-
9,013
5,280
5,280
5,440
CENTRAL SERVICES:
6803 GENERAL
7,664
7,243
6,696
6,696
22,368
EQUIPMENT:
6710 REPLACEMENT
-
818
-
-
-
TOTAL ELECTIONS
$ 31,746
$ 203,857
$ 117,467
$ 117,467
$ 174,897
CITY OF EDINA ANNUAL BUDGET PAGE - 15
FUND: FUNCTION: AREA: PROGRAM:
GENERAL GENERAL GOVERNMENT ASSESSING 1190
SUMMARY OF PERFORMANCE MEASURES
Assessing - 1190:
Personal services consist of 7 full time employees.
The Assessing Department conducts quintile field inspections (Minnesota Statute 273.08) and
performs annual classification and valuation of Edina's 20,937 real estate parcels. In addition,
once every six years the department must appraise all exempt properties. Accepted
approaches (cost, market comparison, and income approach) to property valuation are
considered in the appraisal process. Each year all tangible changes to property that may
affect value are physically inspected using building permits as an informational source.
Statistical analysis is performed on over 700 residential sales and existing assessor's market
values each year, forming a basis for annual adjustments to value. Sales and the analysis of
available income and expense data help determine adjustments to commercial, industrial, and
apartment values. The'department's work culminates each year with the Board of Appeal and
Equalization. Hundreds of inquiries and reviews are handled each year prior to that meeting.
Throughout the year, staff also manages appeals on commercial /industrial and apartment
properties in Minnesota Tax Court.
Ratios of assessor's values to sale prices are compared, coordinated and discussed between
municipalities within Hennepin County to assure an acceptable level of assessment and equity
between jurisdictions. These ratios indicate the quality of our assessment and are monitored
and corrected (if necessary) by the Department of Revenue.
The Assessing Department is also responsible for certification, and collection of special
assessments.
Explanation of Change:
Professional services increased for appraisal consulting on a high - profile tax court petition.
Equipment replacement increased for additional city vehicle purchased in 2005.
2005 2006 %
Total Assessing Budget $ 740,153 $ 773,651 4.53%
CITY OF EDINA ANNUAL BUDGET PAGE - 16
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
ASSESSING
1190
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 340,181
$ 396,575
$ 456,603
$ 456,603
$ 473,854
6030 PENSIONS
18,495
21,612
25,250
25,250
28,431
6034 SOCIAL SECURITY
26,605
30,584
34,692
34,692
36,191
6040 FLEX PLAN
34,073
41,227
49,560
49,560
53,760
6045 WORKERS COMPENSATION
2,486
2,385
2,726
2,726
2,590
421,840
492,383
568,831
568,831
594,826
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
8,697
9,113
14,000
14,000
16,000
6104 CONTINUING EDUCATION
3,975
3,309
6,000
6,000
6,500
6105 DUES & SUBSCRIPTIONS
4,384
5,756
6,500
6,500
6,900
6106 MEETING EXPENSE
71
61
1,100
1,100
1,200
6107 MILEAGE
2,778
3,485
4,800
4,800
4,800
6160 DATA PROCESSING -LOGIS
63,085
66,366
65,340
65,340
64,310
6188 TELEPHONE
-
54
2,900
2,900
2,900
6235 POSTAGE
4
-
-
-
-
82,994
88,144
100,640
100,640
102,610
COMMODITIES:
6406 GENERAL SUPPLIES
5,183
3,859
1,800
1,800
1,900
6575 PRINTING
265
-
600
600
600
5,448
3,859
2,400
2,400
2,500
CENTRAL SERVICES:
6803 GENERAL
35,470
38,731
35,820
35,820
41,856
6804 CITY HALL
11,580
19,299
15,372
15,372
14,796
6808 EQUIPMENT OPERATION
5,532
5,012
5,136
5,136
4,368
52,582
63,042
56,328
56,328
61,020
EQUIPMENT:
6710 REPLACEMENT
-
8,843
11,954
11,954
12,695
TOTAL ASSESSING
$ 562,864
$ 656,271
$ 740,153
$ 740,153
$ 773,651
CITY OF EDINA ANNUAL BUDGET PAGE - 17
FUND: FUNCTION: AREA: PROGRAM:
GENERAL GENERAL GOVERNMENT LEGAL & COURT 1195
SERVICES
SUMMARY OF PERFORMANCE MEASURES
Legal and Court Services - 1195:
The City requires the professional services of attorneys who are contracted for on an annual
basis. They provide legal counsel and prepare the necessary ordinances and resolutions
required to implement the wishes of the City Council. The Prosecuting Attorney defends the
City in claims and suits and prosecutes all cases arising out of violation of City ordinances.
The following list summarizes the cases prosecuted in the last 2 years:
2005 2006 %
Total Legal & Court Services Budget $ 410,000 $ 430,000 4.88%
2003
2004
Arraignments
5,518
5,979
Pre - trials ,
689
739
Court Trials
186
249
Jury Trials
111
183
Total
6,504
7,150
2005 2006 %
Total Legal & Court Services Budget $ 410,000 $ 430,000 4.88%
CITY OF EDINA ANNUAL BUDGET PAGE - 18
FUND:
FUNCTION:
I AREA:
PROGRAM:
GENERAL
GENERAL GOVERNMENT
LEGAL & COURT SERVICES
1195
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
CONTRACTUAL SERVICES:
6103 PROSECUTING
$ 211,493
$ 257,378
$ 255,000
$ 255,000
$ 270,000
6131 CIVIL
56,776
103,318
95,000
95,000
100,000
6170 HENNEPIN COUNTY
BOOKING CHARGE
10,745
8,919
15,000
15,000
15,000
6225 ROOM & BOARD
PRISONERS
26,201
29,243
45,000
45,000
45,000
TOTAL LEGAL &
COURT SERVICES
$ 305,215
$ 398,858
$ 410,000
$ 410,000
$ 430,000
Ay �\
4,911
O
\�o
kv�
0
,4v))
Public Works
Public Works Overview
Public Works
Distribution by Area
Street Lighting Street Signs 0 8%
7.2%
Sidewalk-
Rar
1.;
Traffic Ctrl
2.4%
Administration
3.5%
Engineering
14.6%
Supervision
7.4%
Ketaining Walls
0.4% Bridges
0.2%
Public Works
Distribution by Expenditure
Central
SE
1
Equipment
9.7%
Commodities
13.4%
Contractual
Services
14.3%
Street Maint.
61.7%
Salaries
48.1%
CITY OF EDINA ANNUAL BUDGET PAGE-19
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC WORKS ADMINISTRATION 1240
SUMMARY OF PERFORMANCE MEASURES
Public Works Administration -1240:
Personal services consist of 1 & 1/z employees in this area.
This department provides supervision and policy guidance over various Public Works
departments. These departments are Engineering, Streets, Utilities, and Equipment Operation.
The total permanent employment in the Public Works area is 60. The function of the City
Engineer is also provided under Public Works Administration.
Additionally, operating City liaison to other agencies such as MNDOT, Metro Council, Hennepin
County, PCA; Minnesota Board of Health, Corps of Engineers, Department of Natural
Resources, Nine Mile Creek and Minnehaha Creek Watershed Districts and other Cities is
provided for through this account.
2005 2006 %
Total Public Works Budget $5,241,625 $5,568,107 6.23%
Explanation of Change:
• $50,000 was added to professional services, in part for traffic studies.
• $6,000 was added for additional cost of salt for snow and ice control.
• $65,000 was added for asphalt commodities, which are used for mill and
overlays of frontage roads within the City that are not included in the
Municipal State Aid System.
CITY OF EDINA ANNUAL BUDGET PAGE - 20
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PUBLIC WORKS
ADMINISTRATION
1240
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 113,920
$ 116,089
$ 127,694
$ 127,694
$ 132,692
6030 PENSIONS
6,250
6,420
7,061
7,061
7,961
6034 SOCIAL SECURITY
8,343
8,115
8,319
8,319
8,816
6040 FLEX PLAN
6,505
4,799
10,620
10,620
11,520
6045 WORKERS COMPENSATION
847
750
787
787
748
135,865
136,173
154,481
154,481
161,737
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
556
290
1,000
1,000
1,500
6105 DUES & SUBSCRIPTIONS
320
283
500
500
500
6107 MILEAGE
3,376
3,389
3,500
3,500
3,500
6188 CELL PHONE
-
42
300
300
200
4,252
4,004
5,300
5,300
5,700
COMMODITIES:
6406 GENERAL SUPPLIES
2
486
-
1,000
CENTRAL SERVICES:
6803 GENERAL
12,953
12,493
11,592
11,592
18,660
6804 CITY HALL
3,324
7,605
6,060
6,060
5,832
16,277
20,098
17,652
17,652
24,492
TOTAL ADMINISTRATION
$ 156,396
$ 160,761
$ 177,433
$ 177,433
$ 192,929
CITY OF EDINA ANNUAL BUDGET PAGE - 21
FUND: FUN PROG
CTION: AREA: RAM:
GENERAL PUBLIC WORKS ENGINEERING 1260
SUMMARY OF PERFORMANCE MEASURES
Engineering -1260:
Personal services consist of 7 & 1/2 employees in this area.
The Engineering Department prepares plans, specifications and estimates for public
construction projects. This includes street grading and surfacing, sanitary sewers, storm
sewers, watermains and other structures and improvements. It supervises the construction of
these projects and provides the necessary inspection to insure materials and workmanship are
in accordance with project specifications. The department maintains records and files on all of
the above mentioned activities and operates and maintains plan reproduction equipment.
CITY OF EDINA ANNUAL BUDGET PAGE - 22
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC WORKS
ENGINEERING
1260
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 324,144
$ 361,882
$ 463,777
$ 463,777
$ 451,827
6011 OVERTIME
15,258
12,293
2,781
2,781
2,900
6030 PENSIONS
17,941
19,624
25,801
25,801
27,284
6034 SOCIAL SECURITY
26,378
29,099
35,692
35,692
34,787
6040 FLEX PLAN
34,599
35,844
53,100
53,100
57,600
6045 WORKERS COMPENSATION
2,020
2,807
2,876
2,876
2,561
420,340
461,549
584,027
584,027
576,959
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
48,302
29,421
32,000
32,000
82,000
6104 CONTINUING EDUCATION
3,367
4,630
3,600
3,600
5,192
6105 DUES & SUBSCRIPTIONS
940
1,772
1,000
1,000
1,000
6106 MEETING EXPENSE
1,650
-
550
550
550
6107 MILEAGE
297
2,865
3,300
3,300
3,400
6188 CELL PHONE
2,573
2,418
2,600
2,600
2,700
57,129
41,106
43,050
43,050
94,842
COMMODITIES:
6406 GENERAL SUPPLIES
6,181
9,867
9,500
9,500
9,800
6548 BLUEPRINTING /CAD
466
668
2,000
2,000
1,200
6577 LUMBER & TOOLS
2,006
637
2,000
2,000
2,000
8,653
11,172
13,500
13,500
13,000
CENTRAL SERVICES:
6803 GENERAL
28,976
33,852
31,704
31,704
45,204
6804 CITY HALL
11,580
22,791
18,156
18,156
17,484
6808 EQUIPMENT OPERATION
16,584
17,489
18,072
18,072
18,936
57,140
74,132
67,932
67,932
81,624
EQUIPMENT:
6710 REPLACEMENT
65,605
23,084
46,750
46,750
48,152
TOTAL ENGINEERING
$ 608,867
$ 611,043
$ 755,259
$ 755,259
$ 814,577
CITY OF EDINA ANNUAL BUDGET PAGE-23
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC WORKS SUPERVISION 1280-1281
SUMMARY OF PERFORMANCE MEASURES
Supervision -1280:
Personal services consist of 2 '/2 time employees.
The operations of the Public Works department are overseen by the Public Works Coordinator.
Some of the activities include:
1. Maintaining a computerized vehicle management system to determine the expense of
vehicle maintenance;
2. the purchasing and billing of equipment and supplies; and
3. maintaining an up to date inventory of the commodities used to service the City.
Additionally, the Coordinator, through this account, plans and coordinates Public Works
activities, maintains cost and work records and provides the training and instruction necessary
to insure the workers do their jobs most efficiently and effectively.
Overhead - the major portion of this budget is the general benefits for the street department
allocated from the Central Services General (1550) budget.
Training -1281:
This program provides for the personal services time and aids required to provide the necessary
training.
CITY OF EDINA ANNUAL BUDGET PAGE - 24
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PUBLIC WORKS
SUPERVISION
1280-1281
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
SUPERVISION -1280
PERSONAL SERVICES:
6010 PAYROLL
$ 118,486
$ 113,945
$ 140,265
$ 140,265
$ 167,285
6011 OVERTIME
1,474
1,033
4,017
4,017
4,150
6030 PENSIONS
6,632
6,358
7,979
7,979
10,286
6034 SOCIAL SECURITY
9,134
8,649
11,038
11,038
13,115
6040 FLEX PLAN
13,714
13,034
17,700
17,700
23,040
6045 WORKERS COMPENSATION
751
636
745
745
782
150,191
143,655
181,744
181,744
218,658
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
1,779
3,564
2,600
2,600
3,100
6105 DUES & SUBSCRIPTIONS
49
640
300
300
500
6188 CELL PHONE
366
333
3,100
3,100
1,500
6270 GOPHER ONE STATE
5,560
-
3,200
3,200
500
6271 HAZ. WASTE DISPOSAL
5,397
4,585
8,000
8,000
5,400
13,151
9,122
17,200
17,200
11,000
COMMODITIES:
6406 GENERAL SUPPLIES
-
92
-
-
-
CENTRAL SERVICES:
6803 GENERAL
120,774
93,185
84,084
84,084
106,392
6806 PUBLIC WORKS BUILDING
35,664
39,285
38,340
38,340
40,788
6808 EQUIPMENT OPERATION
17,268
938
17,376
17,376
20,256
173,706
133,408
139,800
139,800
167,436
TOTAL SUPERVISION
$ 337,048
$ 286,277
$ 338,744
$ 338,744
$ 397,094
TRAINING -1281
PERSONAL SERVICES:
6010 PAYROLL
$ 47,087
$ 45,803
$ 25,000
$ 25,000
$ -
BENEFITS
13,400
13,672
-
-
-
60,487
59,475
25,000
25,000
-
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
16,312
12,172
18,000
18,000
16,000
COMMODITIES:
6579 TRAINING AIDS
595
-
600
600
500
TOTAL TRAINING
$ 77,394
$ 71,647
$ 43,600
$ 43,600
$ 16,500
TOTAL SUPERVISION & TRAINING
$ 414,442
$ 357,924
$ 382,344
$ 382,344
$ 413,594
CITY OF EDINA ANNUAL BUDGET PAGE - 25
FUND: FUNCTION: I AREA: PROGRAM:
GENERAL I PUBLIC WORKS I STREET DEPARTMENT
SUMMARY OF PERFORMANCE MEASURES
Street Department
Payroll Summary - Distribution
The Street Department consists of 29 personnel which include the following positions:
3 Team Leaders
26 * Street Maintenance Personnel
* Includes 1 Full Time Temporary Position due to short-term medical leave, also includes
frozen street maintenance position.
Additionally, 8 summer employees are hired to assist in various projects.
Street Maintenance
$ 1,309,393
Charged to Other Funds:
Central Services:
City Hall
16,100
Public Works Building
35,800
Park Buildings
20,600
Enterprise Funds
108,200
,Total Street Payroll
$ 1,490,093
CITY OF EDINA ANNUAL BUDGET PAGE - 26
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC WORKS I STREET DEPARTMENT
SUMMARY OF PERFORMANCE MEASURES
This page is intentionally left blank.
CITY OF EDINA ANNUAL BUDGET PAGE - 27
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC WORKS I STREET MAINTENANCE 1 1301 -1310
SUMMARY OF PERFORMANCE MEASURES
General Maintenance -1301:
These funds are allocated for the general repairs made to the street; ex: rubberized crack
sealing, asphalt patching, minor seal coating, and miscellaneous repairs.
Crews totaling approximately five "people years" work on general maintenance of City streets
year round, weather permitting.
Equipment -1305:
This program provides funding for the replacement of existing equipment and the purchase of
capital upgrades for all Public Works programs.
Street Sweeping -1310:
These funds are allocated for cleaning the 200 miles (800 lane miles) of City streets and 45
parking lots. Sweeping usually begins in early March, attempting to rid the streets and lots of
winter sand to prevent being washed into storm sewers.
Six people are involved in the sweeping effort from early spring into summer and begins again
in the fall when leaves are swept up to prevent the clogging of catch basins.
CITY OF EDINA ANNUAL BUDGET PAGE - 28
FUND:
FUNCTION:
AREA:
RAM:
PROGRAM:
GENERAL
PUBLIC WORKS
STREET MAINTENANCE
13O
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
GENERAL MAINTENANCE -1301
PERSONAL SERVICES:
6010 PAYROLL
$ 417,859
$ 413,717
$ 1,185,866
$ 1,185,866
$ 1,245,493
6011 OVERTIME
9,422
15,392
59,740
59,740
63,900
6030 PENSIONS
23,486
24,178
70,265
70,265
78,564
6034 SOCIAL SECURITY
33,543
32,794
97,201
97,201
100,168
6040 FLEX PLAN
51,371
52,785
170,980
170,980
187,148
6045 WORKERS COMPENSATION
14,001
14,936
50,820
50,820
48,321
549,682
553,802
1,634,872
1,634 872
1,723,594
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SVCS
5,311
1,541
930
930
1,000
6151 EQUIP RENTAUCRUSHING
27,961
22,047
30,000
30,000
35,000
6180 CONTRACTED REPAIR
8,684
20,566
15,000
15,000
18,000
6182 RUBBISH HAULING
4,641
3,669
5,000
5,000
4,000
6188 CELL PHONE
-
828
1,500
1,500
3,500
6201 LAUNDRY
14,190
13,954
14,800
14,800
14,600
60,787
62,605
67,230
67,230
76,100
COMMODITIES:
6406 GENERAL SUPPLIES
20,808
25,068
19,000
19,000
19,000
6517 SELECT MATERIALS
266
-
1,300
1,300
1,200
6518 ASPHALT MIX
10,883
26,965
14,000
14,000
15,000
6519 MC 1 OIL/RUB CRACK FILL
1,503
8,328
8,500
8,500
8,600
6520 CONCRETE
146
-
1,030
1,030
700
6556 TOOLS
14,734
18,738
15,000
15,000
15,000
6610 SAFETY EQUIPMENT
12,687
13,107
14,000
14,000
14,000
61,027
92,206
72,830
72,830
73,500
CENTRAL SERVICES:
6808 EQUIPMENT OPERATION
511,392
512,544,
512,988
512,988
535,908
TOTAL GENERAL MAINTENANCE
$ 1,182,888
$ 1,221 157
$ 2,287,920
$ 2,287,920
$ 2,409,102
EQUIPMENT -1305
EQUIPMENT:
6710 REPLACEMENT
$ 368,216
$ 452,601
$ 475,374
$ 475,374
$ 489,635
TOTAL REPLACEMENT
$ 368,216
$ 452,601
$ 475,374
$ 475,374
$ 489,635
STREET SWEEPING -1310
PERSONAL SERVICES
6010 PAYROLL
$ 84,355
$ 93,720
$ -
$ -
$
6011 OVERTIME
3,869
7,596
-
-
-
6030 PENSIONS
4,879
5,448
-
-
6034 SOCIAL SECURITY
6,786
7,701
-
-
-
6040 FLEX PLAN
12,192
13,891
-
-
-
6045 WORKERS COMPENSATION
2,964
3,350
-
-
-
115,045
131,706
-
-
-
COMMODITIES:
6523 BROOMS
17,618
15,178
15,000
15,000
15,300
6524 WEARING SHOES
1,090
-
500
500
500
18,708
15,178
15,500
15,500
15,800
TOTAL STREET SWEEPING
$ 133,753
$ 146,884
$ 15,500
$ 15, 500
$ 15,800
CITY OF EDINA ANNUAL BUDGET PAGE - 29
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I I PUBLIC WORKS I STREET MAINTENANCE 1 1314-1318
SUMMARY OF PERFORMANCE MEASURES
Street Renovation -1314:
This program incorporates approximately fifteen to twenty miles of street renovation yearly.
This work would include surface leveling prior to seal coating, and seal coating asphalt streets.
Also, this would include some milling of asphalt streets, overlaying with a new lift of asphalt, and
recycling street in place with an asphalt overlay.
As to concrete streets, this account would fund concrete repairs that are not a result of
watermain and utility repairs. The concrete repair would be concrete surface repairs, curb and
gutter adjustments, and concrete panel replacement.
This work area involves approximately twenty persons (full and part time) from May (when road
restrictions are lifted) to late September.
Snow and Ice Removal -1318:
Snow and ice removal in Edina constitutes a majority of the Street Department's work during the
winter months. The City, which consists of 200 miles of street, 47 miles of sidewalk, 5 miles of
alley, 273 cul -de -sacs, 45 parking lots, and 3 parking ramps is divided in 26 snow plow routes.
The equipment involved in plowing includes 23 trucks with plows, 1 grader, 5 loaders, and 3
sidewalk plows. Twenty -three units are equipped with wings for more efficient plowing and
some are equipped with pre- wetting equipment.
CITY OF EDINA ANNUAL BUDGET PAGE - 30
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PUBLIC WORKS
I STREET MAINTENANCE
1314 -1318
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
ADOPTED
ESTIMATED
BUDGETED
RENOVATION -1314
PERSONAL SERVICES:
6010 PAYROLL
$ 195,691
$ 272,890
$ -
$ -
$ -
6011 OVERTIME
8,279
6,690
-
-
6030 PENSIONS
10,998
14,231
-
-
-
6034 SOCIAL SECURITY
15,907
21,464
-
-
-
6040 FLEX PLAN
22,701
32,205
-
-
-
6045 WORKERS COMPENSATION
7,043
8,971
-
-
-
260,619
356,451
-
-
-
CONTRACTUAL SERVICES:
6180 CONTRACTED REPAIR
7,833
28,627
22,900
22,900
27,000
COMMODITIES:
6406 GENERAL SUPPLIES
6,830
7,019
7,000
7,000
7,100
6517 GRANULAR MATERIALS
32,408
49,359
44,300
44,300
45,200
6518 ASPHALT MIX
154,476
148,066
158,000
158,000
226,160
6519 EMUL. ASPHALT
31,291
29,017
42,000
42,000
43,000
6520 CONCRETE
45,842
49,312
46,000
46,000
47,500
270,847
282,773
297,300
297,300
368,960
TOTAL RENOVATION
$ 539,299
$ 667,851
$ 320,200
$ 320,200
$ 395,960
SNOW & ICE REMOVAL -1318
PERSONAL SERVICES:
6010 PAYROLL
$ 135,889
$ 140,530
$
$ -
$ -
6011 OVERTIME
26,113
21,265
-
-
-
6030 PENSIONS
8,959
8,891
-
-
-
6034 SOCIAL SECURITY
12,521
12,378
-
-
-
6040 FLEX PLAN
19,306
17,662
-
-
-
6045 WORKERS COMPENSATION
4,933
5,385
-
-
-
207,721
206,111
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
3,855
8,967
8,300
8,300
8,400
6516 CALCIUM CHLOR. /DEICER
-
-
300
300
1,500
6517 SAND
12,423
5,876
31,900
31,900
18,050
6525 SALT
70,801
88,207
77,000
77,000
97,800
87,079
103,050
117,500
117,500
125,750
TOTAL SNOW & ICE REMOVAL
$ 294,800
$ 309,161
$ 117,500
$ 117,500
$ 125,750
TOTAL STREET MAINTENANCE
$ 2,518,956
$ 2,797,654
$ 3,216,494
$ 3,216,494
$ 3,436,247
CITY OF EDINA ANNUAL BUDGET PAGE - 31
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC WORKS STREET LIGHTING 1321-1322
SUMMARY OF PERFORMANCE MEASURES
Regular Street Lighting -1321:
In the City, there are 1,908 NSP owned street lights; for the most part, "over the roadway" lights
are attached to existing NSP service poles. The funds in this program are used for rental fees,
power and replacement of existing systems.
Ornamental Street Lighting -1322:
The City owns 498 ornamental street lights. Ornamental lights include decorative or
architectural lighting that has a unique design head and pole, or in some cases, antique lighting.
The City is responsible for all parts and maintenance of the lights including underground wiring
and painting of the poles. The funds in this program are expended on power parts, replacement
fixtures, poles and lamps.
CITY OF EDINA ANNUAL BUDGET . PAGE - 32
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC WORKS
STREET LIGHTING
1321 -1322
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
'ACTUAL
PROPOSED
ESTIMATED
BUDGETED
REGULAR -1321
PERSONAL SERVICES:
6010 PAYROLL
$ 179
$ 8,184
$ -
$ -
$ -
BENEFITS
44
958
-
-
-
223
9,142
-
-
-
CONTRACTUAL SERVICES:
6180 CONTRACTED REPAIRS
-
270
1,200
1,200
1,200
6185 LIGHT & POWER
277,048
320,986
299,000
299,000
328,000
277,048
321,256
300,200
300,200
329,200
COMMODITIES:
6530 REPAIR PARTS
286
J 2,096
620
620
1,200
TOTAL STREET LIGHTING
REGULAR
$ 277,557
$ 332,494
$ 300,820
$ 300,820
$ 330,400
ORNAMENTAL -1322
PERSONAL SERVICES:
6010 PAYROLL
$ 25,819
$ 29,357
$ -
$ -
$ -
6030 PENSIONS
1,428
1,590
-
-
-
6034 SOCIAL SECURITY
2,016
2,348
-
-
-
6040 FLEX PLAN
2,354
3,421
-
-
-
6045 WORKERS COMPENSATION
766
757
-
-
-
32,383
37,473
-
-
-
CONTRACTUAL SERVICES:
6180 CONTRACTED REPAIRS
-
1,400
12,000
12,000
8,000
6185 LIGHT & POWER
21,904
1,640
73,000
73,000
40,000
6188 CELL PHONE
-
994
1,000
1,000
100
6189 CELL PHONE
-
135
-
-
-
21904
4,169
86,000
86,000
48,100
COMMODITIES:
6406 GENERAL SUPPLIES
4,257
7,578
6,500
6,500
7,600
6530 REPAIR PARTS
21,056
8,347
18,000
18,000
17,000
25,313
15,925
24,500
24,500
24,600
TOTAL STREET LIGHTING
ORNAMENTAL
$ 79,600
$ 57,567
$ 110,500
$ 110,500
$ 72,700
TOTAL STREET LIGHTING
$ 357,157
$ 390,061
$ 411,320
$ 411,320
$ 403,100
CITY OF EDINA ANNUAL BUDGET PAGE - 33
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC WORKS TRAFFIC & STREET SIGNS 1325
SUMMARY OF PERFORMANCE MEASURES
Street Name Signs/Traffic Signs -1325:
The funds for this program are used for the maintenance and replacement of the City's 2,200
street name signs. These signs usually last 6 to 7 years, however, most are replaced earlier
due to damages or vandalism at a rate of roughly 10% per year.
The traffic sign account covers the maintenance and replacement of approximately 2,500 traffic
signs.
CITY OF EDINA ANNUAL BUDGET PAGE - 34
FUND:
FUNCTION:
I
AREA: TRAFFIC
PROGRAM:
GENERAL
PUBLIC WORKS
& STREET NAME SIGNS
1325
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 57,690
$ 57,430
$ -
$
$ -
6030 PENSIONS
2,941
3,036
-
-
-
6034 SOCIAL SECURITY
4,249
4,131
-
-
6040 FLEX PLAN
7,825
8,752
-
-
-
6045 WORKERS COMPENSATION
1,843
1,963
-
-
-
74,548
75,312
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
10,000
10,000
5,000
6188 CELL PHONE
-
-
400
400
100
-
10,400
10,400
5,100
COMMODITIES:
6406 GENERAL SUPPLIES
10,138
14,808
12,000
12,000
13,000
6531 SIGNS & POSTS
19,224
23,828
26,700
26,700
27,000
6532 PAINT
-
2,228
800
800
800
29,362
40,864
39,500
39,500
40,800
TOTAL STREET NAME SIGNS
$ 103,910
$ 116,176
$ 49,900
$ 49,900.
$ 45,900
CITY OF EDINA ANNUAL BUDGET PAGE - 35
FUND:
GENERAL
FUNCTION:
PUBLIC WORKS I TRAFFIC CONTROL
SUMMARY OF PERFORMANCE MEASURES
Traffic Signal Maintenance -1330:
PROGRAM:
1330-1335
The City owns and maintains eleven traffic signal systems, and in conjunction with the State,
assists with maintenance of an additional nine signal systems. Electronic maintenance is
performed down to a component level on all printed circuit boards. Ninety percent of the funds
from this account are applied toward light and power with the remaining 10% directed towards
parts, back -up equipment and test equipment.
Pavement Marking -1335:
The City sign shop, which is responsible for pavement marking, consists of 2 people, 1 truck, 2
stripers, and 1 trailer. The bulk of the funds for this account are directed towards the following
projects:
Projects Material Used
- Center line striping of State Aid streets 450 gallons paint
- Lane striping 250 gallons paint
- Painting legends & arrows on
pavement and parking lots; and 70
school crossings 100 gallons paint
Additionally, the sign shop is responsible for striping the City's 45 parking lots and painting the
center line and messages on Cornelia and Bredeson Park walking paths.
Also, the 6532 line item now includes permanent pavement marking materials. We have found
that some high traffic areas and concrete streets do not hold paint very well. We have changed
to different materials which last longer.
CITY OF EDINA ANNUAL BUDGET PAGE - 36
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC WORKS
TRAFFIC CONTROL
1330-1335
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
TRAFFIC SIGNAL MAINTENANCE
1330
PERSONAL SERVICES:
6010 PAYROLL
$ 9,995
$ 13,821
$ -
$ -
$
6030 PENSIONS
555
727
-
-
-
6034 SOCIAL SECURITY
809
1,097
-
-
-
6040 FLEX PLAN
750
1,101
-
-
-
6045 WORKERS COMPENSATION
300
329
-
-
-
12,409
17,075
-
-
-
CONTRACTUAL SERVICES:
6180 CONTRACTED REPAIRS
(1,479)
1,322
8,200
8,200
8,300
6185 LIGHT & POWER
53,083
52,851
55,000
55,000
56,100
6215 EQUIPMENT MAINT.
7,222
2,242
35,500
35,500
36,000
58,826
56,415
98,700.
98,700
100,400
COMMODITIES:
6406 GENERAL SUPPLIES
569
1,574
800
800
900
6530 REPAIR PARTS
3,808
5,734
7,300
7,300
7,400
4,377
7,308
8,100
8,100
8,300
TOTAL TRAFFIC SIGNAL
MAINTENANCE
$ 75,612
$ 80,798
$ 106,800
$ 106,800
$ 108,700
PAVEMENT MARKING -1335
PERSONAL SERVICES:
6010 PAYROLL
$ 13,499
$ 14,936
$ -
$ -
$ -
BENEFITS
3,848
3,715
-
-
-
17,347
18,651
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
598
6,846
600
600
600
COMMODITIES:
6406 GENERAL SUPPLIES
4,756
2,880
3,300
3,300
3,400
6532 PAINT & PAVE MARKING
17,982
17,580
18,400
18,400
18,600
22,738
20,460
21,700
21,700
22,000
TOTAL PAVEMENT MARKING
$ 40,683
$ 45,957
$ 22,300
$ 22,300
$ 22,600
TOTAL TRAFFIC CONTROL
$ 116,295
$ 126,755
$ 129,100
$ 129,100
$ 131,300
CITY OF EDINA ANNUAL BUDGET PAGE-37
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC WORKS I BRIDGES /GUARD RAILS 1 1343
SUMMARY OF PERFORMANCE MEASURES
Bridges /Guard Rails -1343:
The sign shop is responsible for the sanding, priming, and painting of bridge rails and guide
posts. There are 25 bridges and culverts in the City which require annual inspection and
certification to the state as to their condition. Major deck repairs are taken care of by outside
contractors.
Additionally, there are numerous guard rail locations throughout the City requiring periodic
maintenance.
CITY OF EDINA ANNUAL BUDGET PAGE - 38
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC WORKS
BRIDGES /GUARD RAILS
1343
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 15,033
$ 13,650
$ -
$
$ -
6030 PENSIONS
831
734
-
-
6034 SOCIAL SECURITY
1,128
982
-
-
6040 FLEX PLAN
2,001
1,914
-
6045 WORKERS COMPENSATION
504
466
-
-
-
19,497
17,746
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
1,800
650
1,600
1,600
3,000
6151 EQUIPMENT RENTAL
-
-
700
700
500
1,800
650
2,300
2,300
3,500
COMMODITIES:
6406 GENERAL SUPPLIES
2,111
2,966
3,000
3,000
3,000
6533 GUARD RAIL MATERIAL
2,830
1,017
4,200
4,200
3,500
4,941
3,983
7,200
7,200
6,500
TOTAL BRIDGES /GUARD RAILS
$ 26,238
$ 22,379
$ 9,500
$ 9,500
$ 10,000
CITY OF EDINA ANNUAL BUDGET PAGE - 39
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC WORKS I RETAINING WALL MAINT. 1 1344
SUMMARY OF PERFORMANCE MEASURES
Retaining Wall Maintenance —1344:
There are approximately 50 retaining walls in the City. They are beginning to show age for
various reasons and are in need of repair. They are constructed of timber, lannon stone and
other landscaping materials. This program would provide for materials, some contracted
repairs, and labor distributed from the general street maintenance program.
CITY OF EDINA ANNUAL BUDGET PAGE - 40
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC WORKS
RETAINING WALLS
1344
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 961
$ -
$ -
$ -
$ -
BENEFITS
302
-
-
-
-
1,263
-
-
-
-
CONTRACTUAL SERVICES:
6180 CONTRACTED REPAIRS
11,130
6,256
13,390
13,390
17,000
COMMODITIES:
6406 GENERAL SUPPLIES
581
-
1,200
1,200
1,200
6577 LUMBER/STONE
-
3,886
5,500
5,500
5,600
581
3,886
6,700
6,700
6,800
TOTAL RETAINING WALLS
$ 12,974
$ 10,142
$ 20,090
$ 20,090
$ 23,800
CITY OF EDINA ANNUAL BUDGET PAGE-41
FUND: FUNCTION: AREA: SIDEWALKS PROGRAM:
GENERAL PUBLIC WORKS RAMPS, PARKING LOTS 1365-1370
SUMMARY OF PERFORMANCE MEASURES
Sidewalks - Maintenance & Repair -1365:
Maintenance and repairs for the City's 47 miles of sidewalk begin in the early spring with the
sweeping of winter sand and proceed through the summer and fall with maintenance on an as
needed basis by the City street crews.
Sidewalks - Snow & Ice Removal - 1370:
Removal of snow from the City's 47 miles of sidewalk is another responsibility of the Street
department. Three snow plow /blowers are used to accomplish this task. Under normal
conditions, it takes 2 to 4 days to clear walks.
CITY OF EDINA ANNUAL BUDGET PAGE-' 42
FUND:
FUNCTION:
AREA: SIDEWALKS
I
PROGRAM:
GENERAL
PUBLIC WORKS
RAMPS, PARKING LOTS
1365 -1370
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
SIDEWALKS - MAINTENANCE
& REPAIR -1365
PERSONAL SERVICES:
6010 PAYROLL
$ 2,082
$ 6,691
$ -
$ -
$ -
BENEFITS
589
2,021
-
-
-
2,671
8,712
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
-
1,446
1,240
1,240
1,300
6518 BLACKTOP
-
-
210
210
220
6520 CONCRETE
1,632
2,423
2,570
2,570
2,700
3,869
1,632
4,020
4,020
4,220
TOTAL SIDEWALK -
MAINTENANCE & REPAIR
$ 4,303
$ 12,581
$ 4,020
$ 4,020
$ 4,220
SIDEWALKS - SNOW & ICE
REMOVAL -1370
PERSONAL SERVICES:
6010 PAYROLL
$ 13,118
$ 10,874
$
$
$ -
6011 OVERTIME
682
1,266
-
-
-
6030 PENSIONS
763
658
-
-
-
6034 SOCIAL SECURITY
1,040
959
-
-
-
6040 FLEX PLAN
1,867
1,786
-
-
-
6045 WORKERS COMPENSATION
432
405
-
-
-
17,902
15,948
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
-
100
515
515
500
TOTAL SIDEWALK - SNOW
& ICE REMOVAL
$ 17,902
$ 16,048
$ 515
$ 515
$ 500
CITY OF EDINA ANNUAL BUDGET PAGE - 43
FUND: FUNCTION: AREA: SIDEWALKS PROGRAM:
GENERAL PUBLIC WORKS RAMPS PARKING LOTS 1375-1380
SUMMARY OF PERFROMANCE MEASURES
Parking Ramp Maintenance -1375:
The City owns 3 parking ramps in downtown Edina. Each ramp consists of three levels, with
302 spaces in the south ramp, 274 spaces in the center ramp and 269 in the north ramp. The
funds from this account are allocated towards plowing, sweeping, lighting, cleaning supplies,
and contractual services. $69,000 is received in revenue from the 50th and France Business
Association to pay for their portion of ramp maintenance.
Parking Lot Maintenance -1380:
Funds for this program are directed toward maintaining the City's parking lots. The parking lots
covered in this account includes parking lots located at the following locations: Public Works,
City Hall, 50th & France Middle Surface lot, easterly row of the Lund's surface lot at 50th &
France, the entrance lot of the Jerry's Parking Ramp at Grandview. Maintenance includes
sweeping, plowing and striping of the lots and is accomplished by the street department.
CITY OF EDINA ANNUAL BUDGET
PAGE - 44
FUND:
FUNCTION:
AREA: SIDEWALKS
PROGRAM:
GENERAL
PUBLIC WORKS I
RAMPS, PARKING LOTS
1375-1380
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
ADOPTED
ESTIMATED
BUDGETED
PARKING RAMP MAINT. - 1375
PERSONAL SERVICES:
6010 PAYROLL
$ 10,008
$ 2,332
$ -
$ -
$ -
6011 OVERTIME
3,649
2,973
-
-
-
BENEFITS
3,821
1,331
-
-
17,478
6,636
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
18,767
17,746
10,000
10,000
15,000
6185 LIGHT & POWER
40,567
42,350
44,000
44,000
44,500
6189 SEWER & WATER
220
238
250
250
260
59,554
60,334
54,250
54,250
59,760
COMMODITIES:
6406 GENERAL SUPPLIES
1,947
1,926
2,200
2,200
2,250
6511 CLEANING SUPPLIES
-
575
300
300
310
6530 REPAIR PARTS
1,603
9,188
8,000
8,000
8,300
3,550
11,689
10,500
10,500
10,860
TOTAL PARKING
RAMP MAINTENANCE
$ 80,582
$ 78,659
$ 64,750
$ 64,750
$ 70,620
PARKING LOT
MAINTENANCE -1380
PERSONAL SERVICES:
6010 PAYROLL
$ 217
$ 373
$
-
BENEFITS
67
91
-
-
-
284
464
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
15,263
-
600
600
620
COMMODITIES:
6406 GENERAL SUPPLIES
-
945
1,200
1,200
1,200
6518 BLACKTOP
1,560
4,425
14,000
14,000
14,200
6519 ROAD OILISEALING
2,450
-
5,100
5,100
5,300
4,010
5,370
20,300
20,300
20,700
TOTAL PARKING LOTS
$ 19,557
$ 5,834
$ 20,900
$ 20,900
$ 21,320
TOTAL SIDEWALKS - RAMPS
& PARKING LOTS
$ 122,344
$ 113,122
$ 90,185
$ 90,185
$ 96,660
9iNA'
0
.3y /r
...
Public Safety
Public Safety Overview
Public Safety
Distribution by Area
Health
Inspections 6.5%
Fire
32.9%
Animal
0.7%
Civil Defense
0.4%
Public Safety
Distribution by Expenditure
Central Services
Equipmi
4%
Commodities
2%
Contractual
Services
7%
Police
55.7%
/ tt%
CITY OF EDINA ANNUAL BUDGET PAGE - 45
GENERAL
Police —1400
PUBLIC SAFETY I POLICE PROTECTION 1 1400-1419
SUMMARY OF PERFORMANCE MEASURES
Personal services consist of 66 full time employees, part-time help, and community service
officers
The City of Edina Police Department is called upon to perform many emergency and public
service tasks throughout the year. In 2004, the department responded to over 27,000 calls for
service which involved medicals, fires, emergencies, accidents, thefts, damage to property,
suspicious persons and vehicles, alarm responses as well as public service and educational
activities. Approximately 30% of these calls require multiple officer responses, which equals
over 35,000 officer responses.
The City reports approximately 1,097 major Part I crimes such as burglary, robbery, assault, and
theft, with an additional 886 Part II or lesser crimes also reported.
Police respond to emergency calls within 5 minutes and to non - emergency calls within 10
minutes under normal conditions.
The Police Department is also responsible for educating the public in crime prevention
techniques, investigation of all felony crimes against persons and, where warranted, other
crimes as well.
Over 80% of the Police budget is directly or indirectly spent on labor.
The Police Department operates 1,095 shifts, 7 days a week, 24 hours per day and maintains
an average patrol strength of 5.2 officers at any given time.
Explanation of Change:
$20,000 added to Personal Services to hire part-time help to handle increased transcription and
data entry requirements.
CITY OF EDINA ANNUAL BUDGET PAGE -46
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC SAFETY
POLICE PROTECTION
1400-1419
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
POLICE SERVICES -1400
PERSONAL SERVICES:
6010 PAYROLL
$ 3,553,505
$ 3,830,556
$ 4,045,785
$ 4,045,785
$ 4,211,739
6011 OVERTIME
200,841
223,845
142,958
142,958
147,300
6030 PENSIONS
329,735
355,861
361,633
361,633
420,369
6034 SOCIAL SECURITY
92,302
100,136
99,401
99,401
102,780
6040 FLEX PLAN
369,252
415,009
474,360
474,360
504,960
6045 WORKERS COMPENSATION
74,617
74,721
86,350
86,350
80,193
4,620,252
5,000,128
5,210,487
5,210,487
5,467,341
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
17,978
33,176
14,237
14,237
16,237
6104 CONTINUING EDUCATION
29,048
26,173
31,171
31,171
31,794
6105 DUES & SUBSCRIPTIONS
2,530
2,137
2,445
2,445
2,445
6106 MEETING EXPENSE
402
445
1,000
1,000
1,000
6107 MILEAGE
2,431
207
1,100
1,100
1,100
6151 EQUIPMENT RENTAL
15,263
18,233
19,532
19,532
20,532
6160 DATA PROCESSING
37,049
34,423
63,345
63,345
62,301
6175 PHYSICAL EXAMINATIONS
1,766
420
1,300
1,300
1,300
6180 CONTRACTED REPAIRS
-
4,293
-
-
6188 TELEPHONE
11,723
15,290
12,534
12,534
12,904
6201 LAUNDRY
531
496
538
538
538
6203 UNIFORM ALLOWANCE
41,509
40,303
42,299
42,299
43,415
6204 TELETYPE SERVICE
3,121
2,936
4,000
4,000
3,300
6215 EQUIPMENT MAINT.
16,419
13,369
11,513
11,513
12,573
6221 RANGE RENTAL
-
38,842
16,250
16,250
20,243
6230 SERVICE CONTR. - EQUIP.
59,573
64,798
82,546
82,546
84,197
239,343
295,541
303,810
303,810
313,879
COMMODITIES:
6405 BOOKS AND PAMPHLETS
70
961
2,400
2,400
1,300
6406 GENERAL SUPPLIES
26,648
39,592
34,147
34,147
34,830
6408 PHOTOGRAPHIC SUPPLIES
1,535
426
2,045
2,045
1,500
6510 FIRST AID SUPPLIES
2,206
516
1,848
1,848
1,848
6513 OFFICE SUPPLIES
3,502
3,657
3,637
3,637
3,710
6514 INSPECTION EXPENSES
-
-
1,098
1,098
1,100
6551 AMMUNITION
9,645
10,360
9,844
9,844
11,031
6575 PRINTING
7,547
11,740
10,000
10,000
11,000
6610 SAFETY EQUIPMENT
7,934
1,416
3,231
3,231
3,296
6630 GRANT EXPENDITURES
-
-
-
-
59,087
68,668
68,250
68,250
69,615
CITY OF EDINA ANNUAL BUDGET PAGE - 47
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC SAFETY POLICE PROTECTION 1400-1419
SUMMARY OF PERFORMANCE MEASURES
Total Police Budget
Reserve Program -1419:
2005 2006
$ 6,593,341 $ 6,917,952
ei
The reserve program is comprised of the Senior Police Reserve (7 members), Explorer Post
925 (20 members), and the Edina Police. Reserve (15 members).
Explorer Post 925 contributes approximately 700 hours of public services to various community
events and programs. This is a result of career orientation and training provided by the Police
Department.
The Edina Police Reserve serves the community in excess of 4,000 hours annually. They
perform work during special events and provide non - emergency service work and patrol.
CITY OF EDINA ANNUAL BUDGET PAGE - 48
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PUBLIC SAFETY
POLICE PROTECTION
1400-1419
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
CENTRAL SERVICES:
6803 GENERAL
$ 161,067
$ 208,210
$ 249,984
$ 249,984
$ 245,820
6804 CITY HALL
94,104
187,028
148,860
148,860
185,940
6808 EQUIPMENT OPERATION
346,404
338,011
349,128
349,128
364,848
601,575
733,249
747,972
747,972
796,608
EQUIPMENT:
6710 REPLACEMENT
210,507
147,000
243,000
243,000
250,290
210,507
147,000
243,000
243,000
250,290
TOTAL POLICE SERVICES
$ 5,730 764
$ 6,244 586
$ 6,573,519
$ 6,573,519
$ 6,897,733
RESERVE PROGRAM -1419
CONTRACTUAL SERVICES:
6102 CONTRACTUAL SERVICES
$ 11,300
$ 9,600
$ 8,400
$ 8,400
$ 8,400
6104 CONTINUING EDUCATION
1,700
4,071
4,145
4,145
4,416
6106 MEETING EXPENSE
-
1,000
1,000
1,000
6203 UNIFORM ALLOWANCE
5,834
3,981
5,280
5,280
5,386
18,834
17,652
18,825
18,825.
19,202
COMMODITIES:
6406 GENERAL SUPPLIES
49
543
997
997
1,017
TOTAL RESERVE PROGRAM
$ 18,883
$ 18,195
$ 19,822
$ 19,822
$ 20,219
TOTAL POLICE PROTECTION
$ 5,749 647
$ 6,262,781
$ 6,593,341
$ 6,593,341.
$ 6917,952
CITY OF EDINA ANNUAL BUDGET PAGE - 49
FUND: FUN PR
CTION: AREA: OGRAM:
GENERAL PUBLIC SAFETY CIVILIAN DEFENSE 1460
SUMMARY OF PERFORMANCE MEASURES
Civilian Defense -1460:
Personal services consist of Y4 the time of the police chief. This is a cumulative estimate of
Police department time of the Director, Coordinator, and administrative specialists.
The objective of the Civilian Defense program is to prepare the community for disasters or
emergencies - natural or man -made. This is accomplished by compliance with Federal, State
and County guidelines for emergency preparedness planning.
Action plans are developed and practiced at the City level. This activity, coupled with 10
outdoor warning sirens, ensures the operation of government and maintenance of emergency
services during disasters.
2005 2006 %
Total Civilian Defense Budget $ 43,320 $ 50,072 15.59%
CITY OF EDINA ANNUAL BUDGET PAGE - 50
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC SAFETY
CIVILIAN DEFENSE
1460
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 26,700
$ 26,922
$ 27,733
$ 27,733
$ 34,121
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
-
699
1,625
1,625
1,658
6104 CONTINUING EDUCATION
826
1,140
1,159
1,159
1,303
6105 DUES & SUBSCRIPTIONS
60
200
218
218
222
6185 LIGHT AND POWER
633
633
763
763
763
6230 SERVICE CONTRACTS
3,840
3,960
5,274
5,274
5,274
5,359
6,632
9,039
9,039
9,220
COMMODITIES:
6406 GENERAL SUPPLIES
26
-
1,348
1,348
1,375
EQUIPMENT:
6710 REPLACEMENT
-
15,942
5,200
5,200
5,356
TOTAL CIVILIAN DEFENSE
$ 32,085
$ 49,496
$ 43,320
$ 43,320
$ 50,072
CITY OF EDINA ANNUAL BUDGET PAGE - 51
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC SAFETY ANIMAL CONTROL 1450
SUMMARY OF PERFORMANCE MEASURES
Animal Control -1450:
Personal services consist of 1 full time person.
Animal control is provided 12 hours per day by augmenting one Animal Control Officer with
CSOs .responding to calls for service.
Animal control is a function of the Police Department. The Animal Control Officer is responsible
for the enforcement of the City's animal - related ordinances and also assists City residents with
animal control problems, both wild and domestic. Approximately 3,000 calls for service are
responded to annually.
Priorities for animal control are the safety and protection of persons, the well -being of the City's
animal population, and the protection of property.
2005 2006
Total Animal Control Budget $ 74,982 $ 82,893
ANNUALBUDGET
PAGE - 52
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PUBLIC SAFETY
ANIMAL CONTROL
1450
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 20,014
$ 32,375
$ 38,461
$ 38,461
$ 42,272
6011 OVERTIME
558
-
540
540
600
6030 PENSIONS
931
1,748
2,157
2,157
2,572
6034 SOCIAL SECURITY
1,620
2,611
566
566
622
6040 FLEX PLAN
2,328
6,172
7,080
7,080
7,680
6045 WORKERS COMPENSATION
321
517
741
741
771
25,772
43,423
49,545
49,545
54,517
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
536
787
785
785
801
6217 KENNEL SERVICES
6,309
8,624
7,144
7,144
7,287
6,845
9,411
7,929
7,929
8,088
COMMODITIES:
6406 GENERAL SUPPLIES
175
923
3,857
3,857
3,934
CENTRAL SERVICES:
6803 GENERAL
4,059
3,367
3,000
3,000
5,604
6808 EQUIPMENT OPERATION
3,732
3,628
3,756
3,756
3,648
7,791
6,995
6,756
6,756
9,252
EQUIPMENT:
6710 REPLACEMENT
-
-
6,895
6,895
7,102
TOTAL ANIMAL CONTROL
$ 40,583
$ 60,752
$ 74,982
$ 74,982
$ 82,893
CITY OF EDINA ANNUAL BUDGET PAGE-53
FUND: FUN PR
CTION: AREA: OGRAM:
GENERAL PUBLIC SAFETY FIRE PROTECTION 1470
SUMMARY OF PERFORMANCE MEASURES
Fire Protection -1470:
Personal services consist of 31 full time personnel, 1 part time position and 10 - 15 volunteer
firefighters.
Services are provided in 5 primary areas; fire suppression, special operations, emergency
medical services, fire prevention, and public information.
The primary purpose of fire suppression and special operations is to provide an immediate
response to protect lives, property and the environment from exposure to natural, industrial and
environmental hazards. Response should place a fire or emergency unit on the scene within 8
minutes at least 90% of the time. Typical actions are search, rescue, and removal of persons in
immediate danger, interior fire attack to stop the fire development, exterior fire streams to
prevent fire extension, fire extinguishment and control. Also necessary actions and measures to
minimize property damage by smoke, water, weather and release of hazardous or toxic
materials. Equipment consists of 3 pumpers, 1 aerial tower, 1 Heavy Rescue and various
support vehicles. In 2004, 1,060 fire responses included fires, hazardous conditions, and public
service emergency calls.
The purpose of Emergency Medical Services (EMS) is to provide immediate and advanced life
support actions to meet the community's emergency medical needs. Response should place an
ambulance on the scene within 6 minutes at least 90% of the time. Equipment consists of 3
Advanced Life Support (ALS) paramedic ambulances and one ALS pumper. Services provide
both immediate emergency care and transportation to metro -area hospitals. Paramedics are
cross - trained as firefighters, and all firefighters are - cross - trained to emergency medical
technician level. Emergency medical services also include public information activities to
prevent and best prepare citizens for emergency medical situations. In 2004, medical calls
totaled 3,199 (a 5.58% increase from 2003). The long -term trend in medical emergency calls is
upward.
The goal of fire prevention activities is three -fold: first, to prevent fire ignition whenever possible,
second, when fires do occur, to minimize fire impact on lives and property, and finally
information management to allow us to forecast needs in the areas of built fire protection
systems, operational support and program development. Strategies for action include fire
detection, automatic suppression, structural compartmentalization, building access and site
controls. Prevention information emphasizes citizen survival by teaching proven fire safety
techniques. All Fire Department personnel are involved in public information programs, smoke
detector installation and building inspection activities. Fire inspectors typically make the
specialized permit and approval inspections. In 2005, the Edina Fire Department became a
State of Minnesota sponsored structural collapse /search and rescue team.
CITY OF EDINA ANNUAL BUDGET PAGE - 54
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PUBLIC SAFETY
FIRE PROTECTION
1470
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 2,063,319
$ 2,050,960
$ 2,149,079
$ 2,149,079
$ 2,233,074
6011 OVERTIME
219,969
319,507
344,250
344,250
354,578
6030 PENSIONS
204,096
213,356
229,051
229,051
268,225
6034 SOCIAL SECURITY
33,534
33,091
36,938
36,938
38,314
6040 FLEX PLAN
182,375
186,395
219,480
219,480
238,080
6045 WORKERS COMPENSATION
65,686
66,473
89,244
89,244
85,071
2,768,979
2,869,782
3,068,042
3,068,042
3,217,342
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
97,526
90,833
90,000
90,000
90,000
6104 CONTINUING EDUCATION
28,122
21,513
24,000
24,000
24,000
6105 DUES & SUBSCRIPTIONS
1,242
1,785
2,000
2,000
1,800
6106 MEETING EXPENSE
797
1,045
825
825
850
6107 MILEAGE
129
248
150
150
150
6151 EQUIPMENT RENTAL
13,571
21,871
26,000
26,000
23,000
6160 DATA PROCESSING
9,975
4,418
7,500
7,500
10,000
6175 PHYSICAL EXAMINATION
4,553
11,635
8,000
8,000
13,000
6180 CONTRACTED REPAIRS
46,840
45,946
37,000
37,000
37,000
6182 RUBBISH REMOVAL
1,735
1,330
2,000
2,000
2,000
6185 LIGHT AND POWER
9,695
9,794
10,000
10,000
10,000
6186 HEAT
16,148
16,854
19,000
19,000
18,000
6188 PAGERS /CELL PHONE
12,039
17,797
7,000
7,000
8,000
6189 SEWER AND WATER
1,534
1,516
1,600
1,600
1,600
6201 LAUNDRY
4,539
5,752
4,600
4,600
5,700
6215 PREVENTATIVE MAINT.
17,155
14,111
15,000
15,000
15,000
6221 TOWER RENTAL
-
2,794
16,000
16,000
14,419
6260 LICENSES AND PERMITS
449
22
500
500
500
266,049
269,264,
271,175
271,175
275,019
COMMODITIES:
6405 BOOKS AND PAMPHLETS
922
1,163
1,500
1,500
1,500
6406 GENERAL SUPPLIES
76,026
48,906
52,000
52,000
52,700
6408 PHOTOGRAPHIC SUPPL.
405
375
600
600
600
6510 FIRST AID SUPPLIES
33,457
52,033
41,000
41,000
43,000
6511 CLEANING SUPPLIES
2,080
2,203
2,000
2,000
2,000
6513 OFFICE SUPPLIES
2,154
1,887
2,000
2,000
2,000
6530 REPAIR PARTS
9,486
3,680
9,000
9,000
9,000
6550 HAZARDOUS MATERIALS
213
-
700
700
700
6552 PROTECTIVE CLOTHING
7,602
2,117
6,000
6,000
6,000
6556 TOOLS
1,555
1,494
1,500
1,500
1,500
6557 FIREFIGHTING FOAM
1,080
2,158
1,000
1,000
1,000
6558 FIRE UNIFORMS
15,239
11,247
13,000
13,000
13,000
6579 TRAINING AIDS
2,525
4,965
2,000
2,000
2,000
6614 FIRE PREVENTION
3,403
3,251
2,000
2,000
2,000
156,147
135,479
134,300
134,300,
137,000
CITY OF EDINA ANNUAL BUDGET PAGE-55
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PUBLIC SAFETY FIRE PROTECTION 1470
SUMMARY OF PERFORMANCE MEASURES
Explanation of Change:
$5,000 has been added to fund a firefighter medical examination ( #6175) program as
recommended by NFPA, this should reduce fire department injuries and illnesses and lessen
workers comp cost.
2005 2006 %
Total Fire Budget $ 3,932,476 $ 4,084,328 3.86%
CITY OF EDINA ANNUAL BUDGET PAGE - 56
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PUBLIC SAFETY
I FIRE PROTECTION
1470
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
CENTRAL SERVICES:
6803 GENERAL
$ 71,914
$ 159,978
$ 130,944
$ 130,944
$ 119,856
6808 EQUIPMENT OPERATION
139,560
139,272
143,844
143,844
145,416
211,474
299,250
274,788
274,788
265,272
EQUIPMENT:
6710 REPLACEMENT
348,458
8,811
184,171
184,171
189,695
348,458
8,811
184,171
184,171
189,695
TOTAL FIRE PROTECTION
$ 3,751,107
$ 3,582 586
$ 3,932,476
$ 3,932,476
$ 4,084,328
CITY OF EDINA ANNUAL BUDGET PAGE - 57
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC SAFETY I PUBLIC HEALTH 1 1490
SUMMARY OF PERFORMANCE MEASURES
Public Health - 1490:
Personal services consist of 2.75 full time employees and part time help in this area.
The Health Department holds a delegation agreement with the Minnesota Department of Health
to license and inspect food, beverage and lodging establishments, institutions such as schools
and day cares, and public swimming pools. Responsibilities also include investigating food
complaints, reports of food and waterborne illnesses, and disasters such as fires and floods.
The Department completes food establishment plan reviews and construction inspections to
assure compliance with codes. In addition, the Health Department responds to general
complaints, public health nuisance complaints and housing code violations, and acts as a
resource for private wells and a variety of health issues such as mold, radon, asbestos and
second hand smoke. The Department takes .necessary enforcement actions to resolve code
violations and health problems within the community.
In 2004 the Department conducted over 300 food establishment inspections, 40 special event
food inspections, 6 lodging inspections, nearly 500 swimming pool inspections and 14 carbon
monoxide inspections. Thirteen reports of foodborne illness were investigated. Plan reviews for
16 food establishments and 10 private swimming pools were completed. In addition, hundreds
of recycling inquiries and approximately 150 complaints including general nuisances, public
health nuisances and housing issues were addressed.
The Department contracts for community health services such as health education and
promotion, communicable disease programs, public health nursing services, health
assessments. The proposed contract for these services for 2006 is $165,691. A contract is
also awarded for public health emergency preparedness and Cities Readiness Initiative in
response to bioterrorism, infectious diseases, and threats to public health. Plans are currently
being developed for a backup system for the Health Alert Network. The proposed contract for
these services for 2006 is $49,682 which is offset by CDC grant monies.
The staff provides support for the Edina Community Health Committee and the Recycling and
Solid Waste Commission. It administers the refuse collection contract for city properties and
serves as a resource for occupational health and safety for city employees.
2005 2006 %
Total Public Health Budget $ 443,641 $ 470,893 6.14%
CITY OF EDINA ANNUAL BUDGET PAGE - 58
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PUBLIC SAFETY
PUBLIC HEALTH
1490
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 181,305
$ 153,839
$ 191,000
$ 191,000
$ 203,338
6030 PENSIONS
9,840
8,114
10,562
10,562
12,200
6034 SOCIAL SECURITY
14,548
12,182
14,611
14,611
15,555
6040 FLEX PLAN
15,422
12,646
19,470
19,470
21,120
6045 WORKERS COMPENSATION
1,400
1,097
1,229
1,229
1,203
222,515
187,878
236,872
236,872
253,416
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
165,141
166,531
162,865
162,865
166,125
6104 CONTINUING EDUCATION
1,156
1,906
2,060
2,060
3,520
6105 DUES & SUBSCRIPTIONS
590
718
1,000
1,000
1,020
6107 MILEAGE
6,788
6,289
8,160
8,160
8,320
173,675
175,444
174,085
174,085
178,985
COMMODITIES:
6406 GENERAL SUPPLIES
673
807
800
800
820
6408 PHOTOGRAPHIC SUPPLIES
-
57
200
200
200
6575 PRINTING
134
-
300
300
305
807
864
1,300
1,300
1,325
CENTRAL SERVICES:
6803 GENERAL
17,896
16,342
15,708
15,708
20,976
6804 CITY HALL
4,956
10,706
8,532
8,532
8,208
6808 EQUIPMENT OPERATION
2,352
1,884
1,944
1,944
2,628
25,204
28,932
26,184
26,184
31,812
EQUIPMENT:
6710 REPLACEMENT
-
2,560
5,200
5,200
5,355
TOTAL PUBLIC HEALTH
$ 422,201
$ 395,678
$ 443,641
$ 443,641
$ 470,893
CITY OF EDINA ANNUAL BUDGET PAGE - 59
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PUBLIC SAFETY I INSPECTIONS 1 1495
SUMMARY OF PERFORMANCE MEASURES
Inspections - 1495:
Personal services consist of the building official, 3% full time inspectors and 1% full time support
staff.
The Inspections Department reviewed, issued and performed inspections for 5,875 building,
plumbing and heating permits in 2004. Staff enforces the State Building Code, which includes
the International Building Code and the International Residential Code. Over 11,500
inspections were performed in 2004.
2004 revenue for the various permits issued was as follows:
Building Permits $ 1,524,233
Plumbing Permits 167,571
HVAC Permits 237,340
The Building Department also receives 7 to 8 complaint calls per week from residents which are
investigated. The department is also responsible for the review, permitting and inspection non-
public grading /fill /excavation projects.
Explanation of Change:
$75,000 has been added to Personal Services for 1 full -time inspection /plan review staff
person.
$1,300 has been added to the Commodities budget (1495 -6405) for purchases of code books.
Total Inspections Budget
2005 2006 %
$ 692,305 $ 804,163 16.16%
CITY OF EDINA ANNUAL BUDGET PAGE - 60
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PUBLIC SAFETY
INSPECTIONS
1495
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 388,885
$ 402,896
$ 410,920
$ 410,920
$ 501,944
6011 OVERTIME
20,490
838
3,509
3,509
-
6030 PENSIONS
21,677
22,326
22,918
22,918
28,617
6034 SOCIAL SECURITY
28,799
30,002
31,704
31,704
36,486
6040 FLEX PLAN
39,604
38,547
46,020
46,020
49,920
6045 WORKERS COMPENSATION
2,905
2,525
2,515
2,515
2,540
502,360
497,134
517,586
517,586
619,507
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
49,850
51,293
40,000
40,000
41,000
6104 CONTINUING EDUCATION
640
1,965
1,545
1,545
2,000
6105 DUES & SUBSCRIPTIONS
420
280
425
425
645
6107 MILEAGE
3,415
3,421
3,529
3,529
3,600
6136 PLAN MANAGEMENT
5,750
2,564
5,923
5,923
5,800
6160 DATA PROCESSING
27,876
25,494
31,500
31,500
31,000
6188 TELEPHONE
2,088
2,446
1,945
1,945
2,100
90,039
87,463
84,867
84,867
86,145
COMMODITIES:
6405 BOOKS AND PAMPHLETS
537
146
1,012
1,012
2,400
6406 GENERAL SUPPLIES
1,389
1,925
1,957
1,957
2,000
6558 UNIFORMS
746
957
927
927
1,300
6575 PRINTING
1,198
791
400
400
400
3,870
3,819
4,296
4,296
6,100
CENTRAL SERVICES:
6803 GENERAL
36,839
36,065
33,552
33,552
40,308
6804 CITY HALL
9,924
24,250
19,320
19,320
18,600
6808 EQUIPMENT OPERATION
15,888
14,803
15,288
15,288
15,588
62,651
75,118
68,160
68,160
74,496
EQUIPMENT:
6710 REPLACEMENT
1,096
41,330
17,396
17,396
17,915
TOTAL INSPECTIONS
$ 660,016
$ 704,864
$ 692,305
$ 692,305
$ 804,163
9ZNA' �l
.w
t%�
Cn
0
.3y/
Park & Recreation
Maintenan
68.3%
Park Recreation Overview
Park & Recreation
Distribution by Area
Eqi,:
Commodities:
6.8%
Contractual
Services
15.7%
Park & Recreation
Distribution by Expenditure
Central Services
10.1%
ation
/p
Recreation
11.3%
ilaries
3.9%
CITY OF EDINA ANNUAL BUDGET PAGE - 61
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PARK & RECREATION I ADMINISTRATION 1 1600
SUMMARY OF PERFORMANCE MEASURES
Park Administration -1600:
Personal services consist of 7 full time employees and occasional seasonal part time help in this
area. The seven full time positions include: .
1. Director
2. Assistant Director
3. Recreation Supervisor
4. Recreation Supervisor (Adaptive Recreation)
5. Senior Citizen Director
6. Office Coordinator
7. Secretary
Responsibility is to administer and maintain the entire Park and Recreation Department
including: 40 parks totaling 1,553 acres of park property, revenue facilities (Golf Courses, 3
indoor ice rinks at Braemar Arena, Aquatic Center, Art Center, Edinborough Park, and
Centennial Lakes Park), administering and programming a Senior Citizen's Center, adaptive
recreation program, administering and scheduling adult and youth recreational programs and
fourteen athletic associations and working closely with and in support of the Edina Garden
Council, the Edina Historical Society and the Edina Museum.
Explanation of Change:
Professional services increase of $19,000 for community -wide Needs Assessment Survey.
Total Park & Recreation Budget
2005 2006
$ 3,177,729 $ 3,383,330
6.47%
CITY OF EDINA ANNUAL BUDGET PAGE - 62
FUND:
FUNCTION:
I
AREA:
PROGRAM:
GENERAL
PARK & RECREATION
ADMINISTRATION
1600
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 422,130
$ 419,210
$ 441,193
$ 441,193
$ 454,708
6030 PENSIONS
22,902
23,182
24,398
24,398
27,283
6034 SOCIAL SECURITY
31,658
30,803
32,637
32,637
33,796
6040 FLEX PLAN
43,965
44,539
48,144
48,144
52,224
6045 WORKERS COMPENSATION
3,040
2,628
2,629
2,629
2,488
523,695
520,362
549,001
549,001
570,499
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
5,861
5,876
6,353
6,353
25,480
6104 CONTINUING EDUCATION
1,946
4,561
3,928
3,928
4,007
6105 DUES & SUBSCRIPTIONS
2,420
973
2,560
2,560
2,611
6106 MEETING EXPENSES
320
472
439
439
448
6107 MILEAGE
14,008
13,857
15,690
15,690
16,004
6188 TELEPHONE
807
1,188
1,522
1,522
1,552.
25,362
26,927
30,492
30,492
50,102
COMMODITIES:
6405 BOOKS & PAMPHLETS
39
85
100
100
102
6406 GENERAL SUPPLIES
1,407
1,392
1,639
1,639
1,672
6513 OFFICE SUPPLIES
266
350
467
467
476
6575 PRINTING
11,746
502
1,030
1,030
1,051
13,458
2,329
3,236
3,236
3,301
CENTRAL SERVICES:
6803 GENERAL
46,012
47,880
43,752
43,752
45,840
6804 CITY HALL
11,556
19,781
15,756
15,756
15,168
57,568
67,661
59,508
59,508
61,008
EQUIPMENT:
6710 REPLACEMENT
1,116
-
6,487
6,487
6,682
TOTAL ADMINISTRATION
$ 621,199
$ 617,279
$ 648,724
$ 648,724
$ 691,592
CITY OF EDINA ANNUAL BUDGET PAGE - 63
FUND: FUNCTION: AREA: PRO GRAM:
GENERAL PARK & RECREATION RECREATION 1621 -1623
SUMMARY OF PERFORMANCE MEASURES
Athletic Activities -1621:
These funds are used to assist fourteen athletic associations and all adult athletic programs in
common equipment needs. The 14 youth athletic associations are: Edina Baseball Association,
Edina Basketball Association, Edina LaCrosse Association, Edina Girls' Athletic Association,
Edina Girls' Traveling Basketball, Edina Youth Softball Association, Edina Swim Club, Edina
Fast Pitch Softball Association, Braemar City of Lakes Figure Skating Club, Edina Football
Association, Jr. Olympic Volleyball Association, Edina Soccer Traveling Club and the Edina
Soccer Association.
Outdoor Ice Rinks -1622:
These funds are used for all supervision, phone service, general supplies, and equipment for 12
warming houses, 11 hockey rinks, and 12 general skating areas. This consists of an 8 -week
season; 7 days a week from approximately December 15 to February 15 and can stay open
longer - weather permitting.
Tennis Program -1623:
These funds are used for supervision, coaching, USTA memberships, instruction and supplies
for approximately 500 tennis program registrants. The Tennis Program includes lessons for
students ages 5 -adult taught by USTA trained tennis instructors, a six week Team Tennis
League, which competes against tennis teams from surrounding_ communities and a Summer
Classic Tennis Tournaments (adult and youth) in early August.
CITY OF EDINA ANNUAL BUDGET PAGE - 64
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PARK & RECREATION
RECREATION
1621-1623
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
ATHLETIC ACTIVITIES -1621
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$ -
$ 1,589
$ -
$ -
$ -
-
1,589
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
9,409
2,503
8,240
8,240
8,405
TOTAL ATHLETIC ACTIVITIES
$ 9,409
$ 4,092
$ 8,240
$ 8,240
$ 8,405
SKATING & HOCKEY -1622
PERSONAL SERVICES:
6013 PAYROLL
$ 45,342
$ 37,727
$ 45,320
$ 45,320
$ 66,796
6030 PENSIONS
-
83
-
-
-
6034 SOCIAL SECURITY
3,469
2,886
3,467
3,467
5,110
6045 WORKERS COMPENSATION
253
330
299
299
405
49,064
41,026
49,086
49,086
72,311
CONTRACTUAL SERVICES:
6107 MILEAGE
119
528
215
215
219
6188 TELEPHONE
4,010
4,338
5,600
5,600
5,712
4,129
4,866
5,815
5,815
5,931
COMMODITIES:
6406 GENERAL SUPPLIES
132
372
1,000
1,000
1,020
TOTAL SKATING & HOCKEY
$ 53,325
$ 46,264
$ 55,901
$ 55,901
$ 79,262
TENNIS PROGRAM -1623
PERSONAL SERVICES:
6013 PAYROLL
$ 17,977
$ 14,200
$ 20,721
$ 20,721
$ 21,331
CONTRACTURAL SERVICES:
6105 DUES & SUBSCRIPTIONS
95
85
100
100
102
6107 MILEAGE
380
299
425
425
434
475
384
525
525
536
COMMODITIES:
6406 GENERAL SUPPLIES
3,472
2,471
4,393
4,393
4,481
TOTAL TENNIS PROGRAM
$ 21,924
$ 17,055
$ 25,639
$ 25,639
$ 26,348
CITY OF EDINA ANNUAL BUDGET PAGE -65
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION RECREATION 1624-1627
SUMMARY OF PERFORMANCE MEASURES
Youth Summer Recreation Programs (Playground Program, Family Jamboree Special
Event, FAB 4 and 5, Nature Camp, Firearms Safety Class and Fishing Clinic) —1624:
These funds are used for the implementation of the summer Playground Program, which is a
six -week program offered at 13 different parks open to children ages 6 to 10. These funds are
also used for the annual Family Jamboree Special Event, which is an evening of family
entertainment at Rosland Park, featuring games, entertainment, refreshments and family fun.
This also funds the FAB 4 and 5 Program, which is a summer recreation program for 4 and 5
year -olds that offers weekly themes designed to foster a child's creativity, imagination and
curiosity. Each week offers a new adventure filled with crafts, stories, songs and other age -
appropriate creative activities. It also funds a Nature Camp Program, which is a four -day
(daytime only) nature camp at Rosland Park where 6 -10 year old day- campers discover the
world of nature. They can learn about insects, look for bird nests, go fishing, search for pet
rocks, participate in a nature scavenger hunt and swim at the Aquatic Center on the fourth day.
The Firearms Safety Training classes are sponsored by the Minnesota Department of Natural
Resources. Classes are taught by certified trained instructors at the South Metro Training
Facility. New recreation programs, all of which are financially self - sufficient, include Super
6 &7's, You're Not Too Old for This, Pre -Teen Party, and Creepers, Critters & Crawlers. These
programs meet needs that are not offered in the traditional playground programs.
Recreation Participant Programs:
Revenues and expenses for all youth summer recreation programs increase or decrease
depending on the number of participants in each program:
Program 2001 2002 2003 2004 2005
Tennis Instruction 590 605 524 440 526
Playground 649 676 535 589 580
Miscellaneous and Special Activities —1627
These funds are used for miscellaneous special projects and equipment such as the 4th of July
Parade, sound system for July 4th concert in the park, special events, dedications and grand
openings.
CITY OF EDINA ANNUAL BUDGET
PAGE - 66
FUND:
FUNCTION:
AREA:
71624
PROGRAM:
GENERAL
PARK & RECREATION I
RECREATION
-1627
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
YOUTH SUMMER RECREATION
PROGRAMS -1624
PERSONAL SERVICES:
6013 PAYROLL
$ 30,032
$ 29,986
$ 35,371
$ 35,371
$ 36,414
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
4,867
4,454
618
618
630
6107 MILEAGE
345
426
633
633
646
5,212
4,880
1,251
1,251
1,276
COMMODITIES:
6406 GENERAL SUPPLIES
7,080
11,255
8,240
8,240
8,405
TOTAL YOUTH SUMMER
RECREATION PROGRAMS
$ 42,324
$ 46,121
$ 44,862
$ 44,862
$ 46,095
MISCELLANEOUS & SPECIAL
ACTIVITIES -1627
PERSONAL SERVICES:
6013 PAYROLL
$ 4,234
$ 2,087
$ 4,630
$ 4,630
$ 4,767
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
2,466
16,015
4,120
4,120
4,202
COMMODITIES:
6406 GENERAL SUPPLIES
3,838
4,258
4,223
4,223
4,307
6408 PHOTOGRAPHIC SUPPLIES
-
-
103
103
105
3,838
4,258
4,326
4,326
4,412
TOTAL MISCELLANEOUS &
SPECIAL ACTIVITIES
$ 10,538
$ 22,360
$ 13,076
$ 13,076
$ 13,381
CITY OF EDINA ANNUAL BUDGET PAGE - 67
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION RECREATION 1628-1629
SUMMARY OF PERFORMANCE MEASURES
Senior Citizens -1628:
These funds now reflect expenses for all senior citizen programs, classes, trips and mailings,
plus, all expenses related to operating the new Edina Senior Citizen Center at Grandview
Square.
Adaptive Recreation -1629:
The adaptive recreation budget provides part-time seasonal staff for adaptive programs and
inclusion services for children with disabilities in Edina programs who need a 1:1 staff person. It
also includes professional services, which pay for sign language interpreters, contracted
adaptive staff, and other miscellaneous staff expenses. General supplies cover all adaptive
equipment and supplies for the variety of inclusion and adaptive recreation programs held year
round for youth and adults with disabilities.
CITY OF EDINA ANNUAL BUDGET PAGE - 68
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PARK & RECREATION
RECREATION
1628-1629
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
SENIOR CITIZENS -1628
PERSONAL SERVICES:
6010 PAYROLL
$ 26,259
$ 27,600
$ 26,265
$ 26,265
$ 27,053
6011 OVERTIME
211
633
-
-
-
6030 PENSIONS
1,460
1,531
1,452
1,452
1,623
6034 SOCIAL SECURITY
2,043
2,171
2,009
2,009
2,070
6045 WORKERS COMPENSATION
553
615
97
97
92
30,526
32,550
29,823
29,823
30,838
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
48,956
54,235
64,227
64,227
65,512
6182 RUBBISH REMOVAL
781
515
1,236
1,236
1,261
6185 LIGHT AND POWER
20,334
19,135
30,900
30,900
31,518
6186 HEAT
5,974
8,146
20,147
20,147
20,550
6188 TELEPHONE
4,001
5,257
4,079
4,079
4,161
6189 SEWER & WATER
1,282
958
1,030
1,030
1,051
6235 POSTAGE
4,432
4,365
3,801
3,801
3,877
85,760
92,611
125,420
125,420
127,930
COMMODITIES:
6406 GENERAL SUPPLIES
7,898
7,322
2,696
2,696
2,750
6513 OFFICE SUPPLIES
1,015
1,151
1,373
1,373
1,400
6575 PRINTING
8,412
8,991
7,496
7,496
7,646
17,325
17,464
11,565
11,565
11,796
TOTAL SENIOR CITIZENS
$ 133,611
$ 142,625
$ 166,808
$ 166,808
$ 170,564
ADAPTIVE RECREATION -1629
PERSONAL SERVICES:
6010 PAYROLL
$ 20,097
$ 19,943
$ 18,071
$ 18,071
$ 18,613
6030 PENSIONS
870
584
-
-
-
6034 SOCIAL SECURITY
2,163
1,528
1,382
1,382
1,424
6045 WORKERS COMPENSATION
223
383
119
119
113
23,353
22,438
19,572
19,572
20,150
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
9,760
6,563
12,360
12,360
12,607
COMMODITIES:
6405 BOOKS & PAMPHLETS
-
-
103
103
105
6406 GENERAL SUPPLIES
3,474
4,281
3,090
3,090
3,152
6575 PRINTING
1,989
2,878
2,163
2,163
2,206
5,463
7,159
5,356
5,356
5,463
TOTAL ADAPTIVE RECREATION
$ 38,576
$ 36,160
$ 37,288
$ 37,288
$ 38,220
TOTAL RECREATION
$ 309,707
$ 314,677
$ 351,814
$ 351,814
$ 382,275
CITY OF EDINA ANNUAL BUDGET PAGE - 69
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION I PARK MAINTENANCE
SUMMARY OF PERFORMANCE MEASURES
Park Maintenance
Payroll Distribution
Park maintenance consists of 16 full -time year -round personnel, a part-time year -round contracted Forester, a part-time
seasonal weed inspector, and a shared full -time park maintenance worker who maintains the Edina Aquatic Center
during the summer and perfoms general park maintenance duties during the remainder of the year.
The 17th full -time park maintenance position remains vacant due to a retirement in 2003 that was not reinstated.
1 Superintendent
1 Foreman
13.6 Park Maintenance Staff
1 Janitor
1 Contract Forester (part-time year round)
1 Contract Weed Inspector (part-time seasonal)
1 Non - reinstated park maintenance worker since 2003 retirement
Park Maintenance
Public Works
Charged to Other Funds:
Enterprise funds
Total Park Maint. Payroll
$ 1,093,049
20,600
8,000
$ 1,105,649
CITY OF EDINA ANNUAL BUDGET PAGE - 70
FUND: FUNCTION: AREA: PROGRAM:
GENERAL I PARK & RECREATION I PARK MAINTENANCE
SUMMARY OF PERFORMANCE MEASURES
This page is intentionally left blank.
CITY OF EDINA ANNUAL BUDGET PAGE - 71
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION MAINTENANCE 1640-1641
SUMMARY OF PERFORMANCE MEASURES
General Maintenance - 1640:
This account handles the paid leave, training and equipment maintenance for the park
maintenance programs. Paid leave includes sick, vacation, and holiday pay.
Mowing -1641:
Funds from this account are used for maintenance of all manicured grass areas consisting of
422 different areas all mowed and maintained with a minimum of 10 days between cuttings. All
scheduled athletic fields are maintained every 5 working days and several weekends throughout
the season.
CITY OF EDINA ANNUAL BUDGET PAGE - 72
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
PARK & RECREATION
MAINTENANCE
1640 -1641
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
GENERAL MAINTENANCE -1640
PERSONAL SERVICES:
6010. PAYROLL
$ 111,578
$ 131,026
$ 830,586
$ 830,586
$ 907,849
6011 OVERTIME
16
-
29,870
29,870
30,800
6020 PART TIME
7,298
-
200,541
200,541
167,000
6030 PENSIONS
6,347
6,766
58,673
58,673
66,339
6034 SOCIAL SECURITY
9,563
9,196
81,166
81,166
84,582
6040 FLEX PLAN
13,271
13,498
117,846
117,846
127,954
6045 WORKERS COMPENSATION
2,369
2,267
20,939
20,939
19,990
150,442
162,753
1,339,621
1,339,621
1,404, 514
CONTRACTUAL SERVICES:
6104 CONTINUING EDUCATION
7,517
5,988
8,000
8,000
8,160
6188 TELEPHONE
1,697
1,911
2,400
2,400
2,448
9,214
7,899
10,400
10,400
10,608
COMMODITIES:
6406 GENERAL SUPPLIES
208
120
1,236
1,236
1,261
CENTRAL SERVICES:
6803 GENERAL
32,460
32,120
29,196
29,196
43,632
6806 PUBLIC WORKS BUILDING
26,676
29,381
28,680
28,680
30,504
6808 EQUIPMENT OPERATION
196,212
186,902
193,044
193,044
206,316
255,348
248,403
250,920
250,920
280,452
TOTAL GENERAL MAINTENANCE
$ 415,212
$ 419,175
$ 1,602,177
$ 1,602,177
$ 1,696,835
MOWING -1641
PERSONAL SERVICES:
6010 PAYROLL
$ 74,775
$ 100,693
$
-
BENEFITS
16,696
22,045
-
-
91,471
122,738
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
616
3,981
1,639
1,639
1,672
TOTAL MOWING
$ 92,087
$ 126,719
$ 1,639
$ 1,639
$ 1,672
CITY OF EDINA ANNUAL BUDGET PAGE-73
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION MAINTENANCE 1642-1643
SUMMARY OF PERFORMANCE MEASURES
Field Maintenance -1642:
All sports fields are specially prepared for scheduled games. These fields are dragged and field
lined with a chalk material. A special mixture (agricultural lime) is used each spring for filling
holes and regrading is done as needed during the playing season. All of the field areas are
fertilized each year and the grass is treated with herbicides. The grassy playing surfaces in all
of these parks are aerated, seeded and /or sodded when necessary to maintain safe ground
cover.
Explanation of Change:
An additional $5,000 to the Fertilizer budget is needed to maintain healthy turf on the four new
sand /peat multi - purpose athletic fields.
This account is supplemented by a $8 field use fee from participants. In 2003, $72,013 was
contributed from the activities listed below. $82,550 was collected in 2004.
Activity
2003
2004
Adult Soccer
$1,915
$5,400
Adult Baseball
76
924
Adult Softball
7,150
7,100
Edina Baseball Association
7,535
16,982
EGAA Flag Football
2,457
2,088
Edina Youth Softball Association
2,792
4,376
Edina Girls Fast Pitch Softball
616
1,335
Edina Soccer Assoc. & Soccer Club
29,856
32,360
Edina Football Association
5,912
5,456
Edina Lacrosse Association
2,416
2,064
Miscellaneous Field Rentals
11,288
4,465
Total
$72,013
$82,550
General Turf Care -1643:
The funds in this program provide for all city properties and general park maintenance. This
includes the contracted spraying of weeds (dandelions) twice a year in areas that are in keeping
with Edina's Turf Management Plan.
CITY OF EDINA ANNUAL BUDGET PAGE - 74
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PARK & RECREATION
I MAINTENANCE
1642-1643
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
FIELD MAINTENANCE -1642
PERSONAL SERVICES:
6010 PAYROLL
$ 154,216
$ 186,715
$ -
$ -
$ -
6011 OVERTIME
5,071
3,268
-
-
-
BENEFITS
29,856
36,098
-
-
-
189,143
226,081
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
3,646
7,234
5,643
5,643
5,756
6180 CONTRACTED REPAIRS
1,920
1,227
1,643
1,643
1,676
5,566
8,461
7,286
7,286
7,432
COMMODITIES:
6406 GENERAL SUPPLIES
4,609
6,353
5,858
5,858
5,975
6540 FERTILIZER
3,422
3,094
4,991
4,991
10,091
6542 INFIELD MIXTURE
3,292
7,949
3,865
3,865
3,942
6543 SOD & BLACK DIRT
-
4,359
-
-
-
6544 LINE MARKING POWDER
7,468
7,190
5,768
5,768
5,883
6546 WEED SPRAY
-
-
585
585
597
6547 SEED
575
-
1,545
1,545
1,576
19,366
28,945
22,612
22,612
28,064
TOTAL FIELD MAINTENANCE
$ 214,075
$ 263,487
$ 29,898
$ 29,898
$ 35 496
GENERAL TURF CARE -1643
PERSONAL SERVICES:
6010 PAYROLL
$ 72,688
$ 92,944
$ -
$
$ -
6011 OVERTIME
1,839
3,845
-
-
-
BENEFITS
15,788
21,993
-
-
-
90,315
118,782
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
5,935
4,565
7,947
7,947
8,106
6180 CONTRACTED REPAIRS
4,892
1,760
6,090
6,090
6,212
6260 LICENSES AND PERMITS
30
-
233
233
238
10,857
6,325
14,270
14,270
14,556
COMMODITIES:
6406 GENERAL SUPPLIES
6,951
3,910
5,630
5,630
5,743
6517 SAND, GRAVEL, & ROCK
-
-
1,288
1,288
1,314
6540 FERTILIZER
6,078
5,921
11,918
11,918
12,156
6543 SOD & BLACK DIRT
3,757
7,579
2,459
2,459
2,508
6546 WEED SPRAY
1,033
7,125
6,757
6,757
6,892
6547 SEED
1,753
3,044
6,000
6,000
6,120
19,572
27,579
34,052
34,052
34,733
TOTAL GENERAL TURF CARE
$ 120,744
$ 152,686
$ 48,322
$ 48,322
$ 49,289
CITY OF EDINA ANNUAL BUDGET PAGE - 75
FUND: FUNCTION: AREA: PROGRAM: 1
GENERAL I PARK & RECREATION I MAINTENANCE 1644-1645 I
SUMMARY OF PERFORMANCE MEASURES
Forestry -1644:
These funds are used to administer a comprehensive park and boulevard forestry program plus
removal of diseased trees on private properties. This account includes contracted tree removal
and stump removal of all trees that are diseased (diseased trees on private properties are
contracted for removal only when necessary). This account provides for maintenance of tree
trimming on boulevard and park trees as well as contractual oak wilt disease identification,
control and prevention program. All boulevard tree trimming and removal is assessed to the
property owner.
Litter Removal -1645:
These funds are used for maintenance and removal of all trash from 40 park areas on a daily
basis in season or a weekly basis throughout the year. This also includes the purchase of trash
containers.
CITY OF EDINA ANNUAL BUDGET PAGE - 76
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PARK & RECREATION I
MAINTENANCE
1644 -1645
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
FORESTRY -1644
PERSONAL SERVICES:
6010 PAYROLL
$ 120,375
$ 142,104
$ -
$ -
$ -
6011 OVERTIME
1,029
2,720
-
-
-
6030 PENSIONS
6,368
7,337
-
-
-
6034 SOCIAL SECURITY
9,693
11,487
-
-
-
6040 FLEX PLAN
9,127
10,761
-
-
6045 WORKERS COMPENSATION
2,044
2,090
-
-
-
148,636
176,499
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
7,697
28,136
15,814
15,814
16,130
6104 CONTINUING EDUCATION
-
985
-
-
-
6107 MILEAGE OR ALLOWANCE
2,458
2,512
2,126
2,126
2,169
6180 CONTRACTED REPAIRS
3,074
1,200
13,002
13,002
13,262
6182 TREE WASTE DISPOSAL
1,820.
-
14 420
14,420
14,708
15,049
32,833
45,362
45,362
46,269
COMMODITIES:
6406 GENERAL SUPPLIES
841
426
2,060
2,060
2,101
6541 PLANTING & TREES
7,745
17,539
9,270
9,270
9,455
6543 SOD & BLACK DIRT
-
-
6,180
6,180
6,304
6556 TOOLS
2,983
1,000
2,342
2,342
2,389
11,569
18,965
19,852
19,852
20,249
TOTAL FORESTRY
$ 175,254
$ 228,297
$ 65,214
$ 65,214
$ 66,518
LITTER REMOVAL -1645
PERSONAL SERVICES:
6010 PAYROLL
$ 18,910
$ 18,711
$
$
$ -
6011 OVERTIME
58
909
BENEFITS
3,608
3,677
-
-
-
22,576
23,297
-
-
-
CONTRACTUAL SERVICES:
6182 RUBBISH REMOVAL
2,845
2,533
7,378
7,378
7,526
COMMODITIES:
6406 GENERAL SUPPLIES
10,979
5,122
8,433
8,433
8,602
TOTAL LITTER REMOVAL
$ 36,400
$ 30,952
$ 15,811
$ 15,811
$ 16,128
CITY OF EDINA ANNUAL BUDGET PAGE-77
FUND: FUNCTION: AREA: PROGRAM: I
GENERAL I PARK & RECREATION I MAINTENANCE 1 1646
SUMMARY OF PERFORMANCE MEASURES
Building Maintenance -1646:
These funds are used for the maintenance, repair, and cleaning of 27 buildings in the park
system. These funds are also used for the upkeep and new construction of 11 hockey rinks in
the park system.
Buildings Maintained:
1.
Arden Park Shelter
15.
Highlands Park Shelter
2.
Arneson Gazebo
16.
Lewis Park Shelter
3.
Arneson Greenhouse
17.
Normandale Park Shelter
4.
Arneson Historical House
18.
Pamela Park Shelter'
5.
Braemar Complex
19.
Rosland Park Picnic Shelter
6.
Bredesen Comfort Station
20.
Rosland Park Comfort Station
7.
Cahill School Building
21.
Strachauer Park Shelter
8.
Chowen Picnic Shelter
22.
Todd Park Shelter
9.
Cornelia School Park Shelter
23.
Wooddale Picnic Shelter
10.
Countryside Park Shelter
24.
Utley Park Restrooms
11.
Creek Valley Park Shelter
25.
Van Valkenburg Complex
12.
Edina Senior Center
26.
Walnut Ridge Park Shelter
13.
Garden Comfort Station
27.
Weber Park Shelter
14.
Grange Hall
CITY OF EDINA ANNUAL BUDGET PAGE - 78
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PARK & RECREATION
I MAINTENANCE
1646
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
BUILDING MAINTENANCE - 1646
PERSONAL SERVICES:
6010 PAYROLL
$ 174,851
$ 166,555
$ -
$ -
$ -
6011 OVERTIME
4,266
3,223
-
-
6030 PENSIONS
9,639
9,092
-
-
-
6034 SOCIAL SECURITY
14,001
13,183
-
-
-
6040 FLEX PLAN
19,500
20,389
-
-
-
6045 WORKERS COMPENSATION
3,733
3,168
-
-
225,990
215,610
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
16,726
3,772
14,000
14,000
14,280
6180 CONTRACTED REPAIRS
13,662
17,131
6,312
6,312
6,438
6185 LIGHT & POWER
64,294
70,010
71,013
71,013
72,433
6186 HEAT
33,478
28,768
40,397
40,397
41,205
6188 TELEPHONE
6,600
6,668
8,900
8,900
9,078
6189 SEWER & WATER
584
869
1,500
1,500
1,530
6201 LAUNDRY
11,358
11,656
12,631
12,631
12,884
146,702
138,874
154,753
154,753
157,848
COMMODITIES:
6406 GENERAL SUPPLIES
32,568
27,454
32,000
32,000
32,640
6530 REPAIR PARTS
8,470
10,226
11,000
11,000
11,220
6556 TOOLS
7,686
5,255
7,800
7,800
7,956
6577 LUMBER
3,042
3,139
10,449
10,449
10,658
6578 LAMPS & FIXTURES
980
1,300
3,500
3,500
3,570
6610 SAFETY EQUIPMENT
4,683
4,172
5,281
5,281
5,387
57,429
51,546
70,030
70,030
71,431
TOTAL BUILDING MAINTENANCE
$ 430,121
$ 406,0301
$ 224,783
$ 224,783
$ 229,279
CITY OF EDINA ANNUAL BUDGET PAGE - 79
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION MAINTENANCE 1647-1648
SUMMARY OF PERFORMANCE MEASURES
Paths, Hard Surfaces, Hockey Rinks, & Park Amenities Maintenance -1647:
These funds are used for the maintenance of all hard surface areas within the park system.
This includes the resurfacing of 26 tennis courts, resurfacing and maintaining 8 hard surface
basketball courts, and maintenance and surfacing of 10 miles of walking and bicycling paths
within the park system.
These funds are also used for the maintenance and replacement of 23 playground equipment
sites, plus park lighting, picnic tables, bleachers, tables, chairs, park benches, signs and
drinking fountains throughout Edina's 40 parks.
Explanation of Change:
An additional $20,000 in professional services to repair or replace worn hard surface areas,
such as, tennis courts, basketball courts, pathways, and parking lots.
Skating Rink Maintenance —1648:
These funds are used for flooding and maintaining an operation of 11 hockey rinks and 12
general skating areas. This account is supplemented by an $8 per participant user fee.
CITY OF EDINA ANNUAL BUDGET PAGE - 80
FUND:
N
FUNCTION:
AREA:
-F
PROGRAM:
GENERAL
PARK RECREATION
MAINTENANCE
1647-1650
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PATHS & HARD SURFACES -1647
PERSONAL SERVICES:
6010 PAYROLL
$ 33,412
$ 19,281
$ -
$ -
$ -
6011 OVERTIME
716
830
-
-
-
6030 PENSIONS
1,875
1,104
-
-
-
6034 SOCIAL SECURITY
2,773
1,616
-
-
-
6040 FLEX PLAN
3,794
2,243
-
-
-
6045 WORKERS COMPENSATION
745
385
-
-
-
43,315
25,459
-
-
-
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
76,509
57,593
61,800
61,800
83,036
COMMODITIES:
6406 GENERAL SUPPLIES
7,300
22,548
4,334
4,334
4,421
6518 BLACKTOP
-
-
3,513
3,513
3,583
6519 ROAD OIL
-
-
2,693
2,693
2,747
7,300
22,548
10,540
10,540.
10,751
TOTAL PATHS & HARD
SURFACE MAINTENANCE
$ 127,124
$ 105,600
$ 72,340
$ 72,340
$ 93,787
SKATING RINK MAINT. -1648
PERSONAL SERVICES:
6010 PAYROLL
$ 113,635
$ 104,464
$ -
$ -
$ -
6011 OVERTIME
14,506
13,207
-
-
-
6030 PENSIONS
7,086
6,438
-
-
-
6034 SOCIAL SECURITY
10,229
9,334
-
-
-
6040 FLEX PLAN
13,096
9,830
-
-
-
6045 WORKERS COMPENSATION
2,445
2,214
-
-
160,997
145,487
-
-
-
CONTRACTURAL SERVICES:
6103 PROFESSIONAL SERVICES
355
-
-
-
COMMODITIES:
6406 GENERAL SUPPLIES
1,164
5,295
3,811
3,811
3,887
6530 REPAIR PARTS
26
3,218
1,990
1,990
2,030
1,190
8,513
5,801
5,801
5,917
TOTAL SKATING RINK MAINT.
$ 162,542
$ 154,000
$ 5,801
$ 5,801
$ 5,917
CITY OF EDINA ANNUAL BUDGET PAGE - 81,
FUND: FUNCTION: AREA: PROGRAM:
GENERAL PARK & RECREATION I MAINTENANCE 1650 —1652
SUMMARY OF PERFORMANCE MEASURES
Equipment -1650:
This account provides funding for the replacement of existing Park Maintenance equipment and
for the purchase of any new additional equipment needed for maintenance of all parks.
Weed Mowing -1652:
These funds are used for the control and removal of noxious weeds located on park property as
well as other city. properties. It is also used to handle all city properties, public and private, that
are not in compliance with our clear view and weed and noxious growth ordinances. The
private properties are later assessed for reimbursement.
CITY OF EDINA ANNUAL BUDGET PAGE - 82
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
PARK & RECREATION
MAINTENANCE
1650 -1652
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
EQUIPMENT -1650
EQUIPMENT:
6710 REPLACEMENT
$ 26,906
$ 38,545
$ 111,206
$ 111,206
$ 114,542
TOTAL EQUIPMENT
$ 26,906
$ 38,545
$ 111,206
$ 111,206
$ 114,542
WEED MOWING -1652
PERSONAL SERVICES:
6010 PAYROLL
$ 13,735
$ 17,063
$ -
$
$ -
6011 OVERTIME
589
1,751
-
-
6030 PENSIONS
106
272
-
-
-
6034 SOCIAL SECURITY
1,179
1,467
-
-
6040 FLEX PLAN
184
560
-
-
-
6045 WORKERS COMPENSATION
198
185
-
-
-
15,991
21,298
-
-
-
CONTRACTURAL SERVICES:
6103 PROFESSIONAL SERVICES
3,793
415
-
-
TOTAL WEED MOWING
$ 19,784
$ 21,713
$ -
$ -
$ -
TOTAL PARK MAINTENANCE
$ 1,820,249
$ 1,947,204
$ 2,177,191
$ 2,177,191
$ 2,309,463
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1888
Non-Departmental
Non - Departmental Overview
Commissions &
Special Projects
38.6%
Non - Departmental
Distribution by Area
Employee
Program
24.1%
Non - Departmental
Distribution by Expenditure
Equipment
15.0%
Personal
Contractual
Services
62.9%
ncies
io
Capital Plan
9.3%
>pecial
assments
5.6%
CITY OF EDINA ANNUAL BUDGET PAGE - 83
FUND: FUNCTION: JAREA PROGRAM:
GENERAL NON - DEPARTMENTAL CONTINGENCIES 1500
SUMMARY OF PERFORMANCE MEASURES
Contingencies - 1500:
The contingencies budget provides for unbudgeted and unforeseen expenditures which may be authorized
during the year. It also reduces the impact of unforeseen losses of revenue which may occur.
2005 2006 %
Total Contingencies Budget $ 123,014 $ 119,616 -2.76%
CITY OF EDINA ANNUAL BUDGET PAGE - 84
FUND:
GENERAL
FUNCTION:
NON - DEPARTMENTAL
AREA:
I CONTINGENCIES
PROGRAM:
1500
SUMMARY OF EXPENDITURES
ACCT. DESCRIPTION
2003
ACTUAL
2004
ACTUAL
2005
2006
PROPOSED
ESTIMATED
BUDGETED
CONTRACTUAL SERVICES:
6103
TOTAL CONTINGENCIES
$ 244,707
$ 244,707
$ 91,307
$ 91,307
$ 123,014
$ 123,014
$ 123,014
$ 123,014
$ 119,616
$ 119,616
(FUND: (FUNCTION: IAREACAPITAL PLAN (PROGRAM:
SUMMARY OF PERFORMANCE MEASURES
Capital Plan Appropriation -1502:
This appropriation reflects the amount the operating budget contributes to the capital plan.
2005 2006 %
Total Capital Plan Budget $ 50,000 $ 50,000 0.00310
CITY OF EDINA ANNUAL BUDGET PAGE - 86
FUND:
FUNCTION:
AREA: CAPITAL
PROGRAM:
GENERAL
NON - DEPARTMENTAL
PLAN APPROPRIATION
1502
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
EQUIPMENT:
6711
$ 50,000
$ 50,000
$ 50,000
$ 50,000
$ 50,000
TOTAL CAPITAL PLAN
APPROPRIATION
$ 50,000
$ 50,000
$ 50,000
$ 50,000
$ 50,000
CITY OF EDINA ANNUAL BUDGET PA(3L - V
FUND: FUNCTION: AREA: PROGRAM:
SPECIAL ASSESSMENTS
GENERAL NON - DEPARTMENTAL ON CITY PROPERTY 1503
SUMMARY OF PERFORMANCE MEASURES
Special Assessments on City Property -1503:
City owned properties are subject to special assessments for various improvement projects. This program
provides funds to pay for these assessments. The budget also reflects the costs necessary to pay
Hennepin County for mandated truth in taxation mailing.
2005 2006 %
Total Special Assessments Budget $ 28,000 $ 30,000 7.14%
CITY OF EDINA ANNUAL BUDGET PAGE - 88
FUND:
FUNCTION:
AREA: SPECIAL
PROGRAM:
GENERAL
NON - DEPARTMENTAL
ASSESSMENTS ON CITY PROP.
1503
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
SPECIAL ASSESSMENTS:
6915
$ 28,188
$ 26,587
$ 28,000
$ 28,000
$ 30,000
TOTAL SPECIAL
ASSESSMENTS
$ 28,188
$ 26,587
$ 28,000
$ 28,000
$ 30,000
FUND: I FUNCTION: I AREA FIRE STATION (PROGRAM:
SUMMARY OF PERFORMANCE MEASURES
Fire Station Debt Service -1510:
This budget was used to pay debt service for the York Avenue fire station.
Explanation of Change:
. The debt was scheduled to end in 2006, however, by prepaying in 2004, the City saved approximately
$15,000 in interest payments.
Total Fire Station Debt Service
2005 2006 %
$ - $ - 0.00%
CITY OF EDINA ANNUAL BUDGET PAGE - 90
FUND:
GENERAL
FUNCTION:
NON - DEPARTMENTAL
AREA:
FIRE STATION DEBT SERVICE
PROGRAM:
1510
SUMMARY OF EXPENDITURES
ACCT. DESCRIPTION
2003
ACTUAL
2004
ACTUAL
2005
2006
PROPOSED
ESTIMATED
BUDGETED
CONTRACTUAL SERVICES:
8220 DEBT SERVICE PAYMENTS
TOTAL FIRE DEBT SERVICE
$ 83,761
$ 83,761
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
ET
PROGRAM:
SUMMARY OF PERFORMANCE MEASURES
Employee Programs - 1513:
Employee Programs is made up of three expense items; Separation Benefits, which covers vacation and
sick leave payouts for employees leaving the City, Employee Recognition, which covers various programs
to honor dedicated employees, and Clothing Allowance, an allotment given to City Hall employees to
purchase clothing with the City logo.
2005 2006 %
Total Employee Programs Budget $ 130,000 $ 129,000 -0.77%
CITY OF EDINA ANNUAL BUDGET PAGE - 92
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
NON- DEPARTMENTAL
EMPLOYEE PROGRAMS
1513
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6035 SEPARATION BENEFITS
$ 123,400
$ 109,904
$ 119,200
$ 119,200
$ 118,200
CONTRACTUAL SERVICES:
6103 EMPLOYEE RECOGNITION
7,263
6,155
7,500
7,500
7,500
6203 CLOTHING ALLOWANCE
1,645
2,592
3,300
3,300
3,300
8,908
8,747
10,800
10,800
10,800
TOTAL EMPLOYEE PROGRAMS
$ 132,308
$ 118,651
$ 130,000
$ 130,000
$ 129,000
CITY OF EDINA ANNUAL BUDGET PAGE - 93
FUND: FUNCTION: AREA: PROGRAM:
COMMISSIONS &
GENERAL NON - DEPARTMENTAL I SPECIAL PROJECTS 1504 -1507
SUMMARY OF PERFORMANCE MEASURES
Human Rights & Relations Commission -1504:
The Human Rights & Relations Commission has 12 members and is an advisory body to the City Council
in the areas of human rights, human needs and human relationships. The Commission meets monthly
and submits to the City Council an annual proposed human services budget.
Fireworks -1505:
Fireworks display to be presented after the band concert on the Fourth of July.
Explanation of Change:
. The City now solicits a sponsor to cover the cost of the fireworks display.
Suburban Rate Authority - 1506:
The Suburban Rate Authority is a joint powers organization that actively intervenes in matters affecting
gas, electric, and telephone rates. The Suburban Rate Authority has also been active in matters
concerning uniform gas and electric franchises, gas, electric and telephone rate regulation, right -of -way
issues, and in legislation concerning the Public Utilities Commission.
Edina Resource Center -1507:
In 2002, the City elected to withdraw from the Hennepin South Services Collaborative (HSSC) and
establish a freestanding family services resource center. This resource center, named Edina Resource
Center, is operated as part of the family services collaborative administered by the Edina Public Schools.
This budget item constitutes the City's contribution to the operation of the Edina Resource Center.
CITY OF EDINA ANNUAL BUDGET PAGE - 94
FUND:
FUNCTION:
I
AREA: COMMISSIONS
PROGRAM:
GENERAL
NON - DEPARTMENTAL
& SPECIAL PROJECTS
1504-1507
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
HUMAN RIGHTS & RELATIONS
COMMISSION -1504
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
79,938
$
78,325
$
82,240
$
82,240
$
83,885
6104 CONTINUING EDUCATION
-
-
250
250
250
6105 DUES & SUBSCRIPTIONS
247
247
200
200
200
6136 CHEMICAL HEALTH
-
60
500
500
500
6218 EDUCATION PROGRAM
414
988
800
800
800
TOTAL HUMAN RIGHTS &
RELATIONS COMMISSION
$
80,599
$
79,620
$
83,990
$
83,990
$
85,635
FIREWORKS -1505
COMMODITIES:
6406 GENERAL SUPPLIES
$
12,400
$
-
$
-
$
-
$
-
TOTAL FIREWORKS
$
12,400
$
-
$
-
$
-
$
-
SUBURBAN RATE
AUTHORITY -1506
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
3,000
$
2,617
$
3,000
$
3,000
$
4,000
TOTAL SUBURBAN
RATE AUTHORITY
$
3,000
$
2,617
$
3,000
$
3,000
$
4,000
EDINA RESOURCE CENTER -1507
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
32,400
$
33,930
$
33,372
$
33,372
$
34,040
TOTAL EDINA RESOURCE
CENTER
$
32,400
$
33,930
$
33,372
$
33,372
$
34,040
GENERAL
REA:
COMMISSIONS &
SUMMARY OF PERFORMANCE MEASURES
Human Services Planning and Coordination -1508:
With the withdrawal from HSSC, the City's contribution to the research, planning and coordination (RPC)
function of HSSC has been eliminated. This budget item sill be used by the City to undertake human
service planning and coordination activities on an as- needed basis.
Deer Control Program -1509:
This program was authorized by the Council to reduce the City's deer population.
Records Management Program -1511:
This includes doing an inventory and setting up a database in order to meet state data practice laws.
Dial -a -Ride Program -1514:
The Edina Dial -a -Ride program provides a low cost transit alternative to Edina residents, principally senior
citizens, who require transportation to the Senior Center, medical appointments, shopping and so forth.
The program began in February 2001 and provides approximately 4,200 passeger rides annually.
Continued Metropolitan Council funding plus fare box revenues will fund about 50 percent of the program.
The proposed budgeted amount constitutes the "local share" to continue the program.
Public Artscape - 1515:
Funding for the Public Arts Program was a one -time expenditure in 2005, and therefore is discontinued for
the 2006 budget.
2005 2006 %
Total Commissions & Special Projects $ 226,368 $ 206,315 -8.86%
CITY OF EDINA ANNUAL BUDGET PAGE - 96
FUND:
FUNCTION:
AREA: COMMISSIONS
PROGRAM:
GENERAL
NON - DEPARTMENTAL
I
& SPECIAL PROJECTS
1508-1515
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
HUMAN SERVICES PLANNING &
COORDINATION -1508
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
-
$
10,868
$
22,736
$
22,736
$
23,190
TOTAL HUMAN SERVICES
PLANNING & COORDINATION
$
-
$
10,868
$
22,736
$
22,736
$
23,190
DEER CONTROL PROGRAM -1509
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
4,634
$
12,415
$
9,270
$
9,270
$
9,450
TOTAL DEER CONTROL
$
4,634
$
12,415
$
9,270
$
9,270
$
9,450
RECORDS MANAGEMENT -1511
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
36,022
$
5,102
$
27,000
$
27,000
$
27,000
DIAL A RIDE -1514
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
20,268
$
19,673
$
22,000
$
22,000
$
23,000
PUBLIC ARTSCAPE -1515
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
$
-
$
-
$
25,000
$
25,000
$
-
TOTAL PUBLIC ARTS PROGRAM
$
-
$
-
$
25,000
$
25,000
$
-
TOTAL COMMISSIONS &
SPECIAL PROJECTS
$
189,323
$
164,225
$
226,368
$
226,368
$
206,315
i
0
\�o
Cl)
\'vr�
0
,a /r
Appendix
irTA,
I
N
l
0
ay/
Central Services
Central Services Overview
Equipment
Operation
42.2%
Central Services
Distribution by Area
Pub. Works Bldg. City Hall
9.3% 9.5%
Central Services
Distribution by Expenditure
Equipment
2.E
Commodities
21.9%
Central Services
7.7%
,eneral
39.0%
Contractual
Services
43.8%
(FUND:
RAIL
General -1550:
REA:
SUMMARY OF PERFORMANCE MEASURES
Personal services consist of 2 full time employees.
PROGRAM:
rHVC - W/
Central Services General include expenses which are charged back to all operating areas of the City. It
includes: Liability/Property Insurance, the City's IT staff, shared hardware and software costs, telephone
line costs, postage costs, and other miscellaneous costs. These costs are allocated based on
departmental usage or number of employees in each department., Approximately one third of this budget
is allocated to our enterprise funds and is not tax supported.
Explanation of Change:
• The insurance increase is offset by a reduction in our Worker's compensation insurance which is
charged directly to each department's budget. We have budgeted $73,000 for potential deductibles
based on past experience.
• IT expenses have increased for additional contractual help to supplement existing staff, additional
shared software costs, required security hardware and service contracts for city-owned fiber optic line
locates.
Allocated to General Fund:
Public Works:
Administration
Engineering
Maintenance
Police
Animal Control
Fire
Health
Inspections
Parks:
Administration
Maintenance
18,660
45,204
106,392
245,820
5,604
119,856
20,976
40,308
Distribution
Annual
Mayor & Council
$ 14,208
Administration
40,464
Planning
28,884
Finance
38,700
Elections
22,368
Assessing
41,856
Public Works:
Administration
Engineering
Maintenance
Police
Animal Control
Fire
Health
Inspections
Parks:
Administration
Maintenance
18,660
45,204
106,392
245,820
5,604
119,856
20,976
40,308
Distribution
45,840 3,820
43,632 3,636
$ 878,772 $ 73,231
Total Central Services General
Monthly
$ 846
849
1,626
2,310
1,582
5,137
2,079
3,636
8,604
250
2,510
3,329
3,292
1,208
1,938
470,352 39,196
Total $ 1,349.124 $ 112,427
2005 2006 %
$ 1,254,696 $ 1,349,124 7.53%
Allocated to other funds:
Monthly
Annual
$ 1,184
City Hall
$ 10,152
3,372
Public Works Building
10,188
2,407
Equipment Operation
19,512
3,225
Art Center
27,720
1,864
Pool
18,984
3,488
Golf Course
61,644
Arena
24,948
1,555
Edin /Cent
. 43,632
3,767
Utilities
103,248
8,866
51 s` Assessment Dist.
3,000
20,485
51 st Street - Liquor
30,120
467
York - Liquor
39,948
9,988
Vernon - Liquor
39,504
1,748
Recycling
14,496
3,359
Communications
23,256
45,840 3,820
43,632 3,636
$ 878,772 $ 73,231
Total Central Services General
Monthly
$ 846
849
1,626
2,310
1,582
5,137
2,079
3,636
8,604
250
2,510
3,329
3,292
1,208
1,938
470,352 39,196
Total $ 1,349.124 $ 112,427
2005 2006 %
$ 1,254,696 $ 1,349,124 7.53%
CITY OF EDINA ANNUAL BUDGET PAGE - 98
FUND:
FUNCTION:
AREA:
PROGRAM:
GENERAL
CENTRAL SERVICES I
GENERAL
1550
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 101,137
$ 109,490
$ 114,137
$ 114,137
$ 124,356
6030 PENSIONS
6,807
6,172
6,312
6,312
7,461
6034 SOCIAL SECURITY
8,255
8,705
8,731
8,731
9,513
6040 FLEX PLAN
26,544
55,848
19,656
19,656
15,360
6045 WORKERS COMPENSATION
596
771
753
753
754
6046 UNEMPLOYMENT COMP.
20,291
19,122
25,000
25,000
20,000
163,630
200,108
174,589
174,589
177,444
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
30,716
35,786
31,000
31,000
63,900
6104 COMPUTER TRAINING
2,930
12,540
12,000
12,000
12,000
6107 MILEAGE
-
2,618
-
-
2,500
6121 PERSONNEL
34,298
39,822
42,000
40,000
40,000
6151 EQUIPMENT RENTAL
11,219
10,500
18,000
18,000
12,000
6155 BANK SERVICE CHARGES
42,826
39,866
33,853
33,853
39,500
6160 COMPUTER SOFTWARE
50,422
66,949
90,000
90,000
100,000
6188 TELEPHONE
82,943
82,114
80,000
85,000
83,000
6200 INSURANCE
583,001
674,901
602,980
602,980
631,298
6230 SERVICE CONTR. - EQUIP.
11,717
20,831
22,100
22,100
31,200
6235 POSTAGE
36,262
40,790
45,000
45,000
46,000
886,334
1,026,717
976,933
979,933
1,061,398
COMMODITIES:
6406 GENERAL SUPPLIES
36,315
41,261
47,000
47,000
47,500
EQUIPMENT:
6710 REPLACEMENT
2,471
27,312
53,174
53,174
54,782
6711 NEW
-
-
-
-
8,000
2,471
27,312
53,174
53,174
62,782
TOTAL GENERAL
$ 1,088,750
$ 1,295,398
$ 1,251,696
$ 1,254,696
$ 1,349,124
GI I Y OF tUINA ANNUAL MUCit I F'Hbt - yy
FUND: FUNCTION: AREA: PROGRAM:
GENERAL CENTRAL SERVICES CITY HALL 1551
SUMMARY OF PERFORMANCE MEASURES
City Hall -1551:
Personal services consist of 1 full time employee, public works help, park maintenance help, and part time
help.
This program provides for the operation and maintenance of the City Hall. Operating costs are allocated to
departments on the basis of space occupied.
Explanation of Change:
. Changes have been made to the Heat, Power and Contracted Repair portion of the City Hall Budget.
The changes reflect a better understanding of what our new City Hall costs after 1 '/2 years of occupancy.
Distribution
Allocation to Operating Departments
Annual Monthly
Mayor & Council
$ 14,340 $
1,195
Administration
16,740
1,395
Planning
12,960
1,080
Finance
12,972
1,081
Assessing
14,796
1,233
Public Works:
Administration
5,832
486
Engineering
17,484
1,457
Police
185,940
15,495
Health
8,208
684
Inspections
18,600
1,550
Parks
15,168
1,264
Utilities
4,308
359
Communications
2,040
170
Total
Total City Hall Budget
$ 329,388 $ 27,449
2005 2006 %
$ 297,864 $ 329,388 10.58%
CITY OF EDINA ANNUAL BUDGET PAGE -100
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
CENTRAL SERVICES
CITY HALL
1551
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010. PAYROLL
$ 58,396
$ 92,583
$ 59,620
$ 59,620
$ 61,461
6011 OVERTIME
1,275
2,216
5,000
5,000
7,000
6030 PENSIONS
3,296
5,210
3,571
3,571
4,108
6034 SOCIAL SECURITY
4,243
6,957
4,944
4,944
5,238
6040 FLEX PLAN
7,878.
12,717
10,196
10,196
10,933
6045 WORKERS COMPENSATION
1,698
2,524
2,077
2,077
2,008
76,786
122,207
85,408
85,408
90,748
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
-
36,125
41,000
40,300
42,988
6180 CONTRACTED REPAIR
3,285
25,098
14,000
13,000
17,500
6182 RUBBISH SERVICE
2,552
2,496
3,000
3,000
3,000
6185 LIGHT & POWER
35,055
83,982
78,000
68,000
75,000
6186 HEAT
15,343
43,236
46,000
35,000
44,000
6189 SEWER & WATER
773
2,140
2,000
3,000
2,000
6201 LAUNDRY
3,308
6,065
5,700
6,000
6,000
60,316
199,142
189,700
168,300
190,488
COMMODITIES:
6406 GENERAL SUPPLIES
6,142
28,489
17,000
18,000
18,000
6511 CLEANING SUPPLIES
962
2,926
9,000
4,000
8,000
6512 PAPER SUPPLIES
6,528
5,718
2,000
9,000
3,000
6530 REPAIR PARTS
591
8,960
9,500
7,000
9,000
14,223
46,093
37,500
38,000
38,000
CENTRAL SERVICES:
6803 GENERAL
5,286
6,625
6,156
6,156
10,152
TOTAL CITY HALL
$ 156,611
$ 374,067
$ 318,764
$ 297,864
$ 329,388
LI I Y OF tUINA ANNUAL 6000hT
FUND: FUNCTION: AREA: PROGRAM:,
SUMMARY OF PERFORMANCE MEASURES
Public Works Building -1552:
Personal services consist of 1 full time employee and public works help.
The function of the public works building is to provide a shelter for equipment maintenance operations and
provide stockroom and office facilities for public works personnel. A large part of this account is directed
towards rubbish hauling, light and power, heat and fuel oil, and repair parts for the building.
Distribution
Allocation to Operating Departments
Annual Monthly
Public Works $ 40,788 $ 3,399
Parks 30,504 2,542
Equipment Operation 224,988 18,749
Utilities 24,132 2,011
Total
Total Public Works Building Budget
$ 320.412 $ 26,701
2005 2006 %
$ 301,200 $ 320,412 6.38%
CITY OF EDINA ANNUAL BUDGET PAGE - 102
FUND:
FUNCTION:
AREA:
I
I PROGRAM:
GENERAL
CENTRAL SERVICES
PUBLIC WORKS BUILDING
1552
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 90,289
$ 80,076
$ 70,718
$ 70,718
$ 72,913
6011 OVERTIME
800
70
2,627
2,627
2,705
6030 PENSIONS
5,079
4,373
4,056
4,056
4,537
6034 SOCIAL SECURITY
7,197
6,351
5,615
5,615
5,785
6040 FLEX PLAN
12,210
10,140
13,452
13,452
12,438
6045 WORKERS COMPENSATION
2,669
2,254
2,588
2,588
2,442
118,244
103,264
99,056
99,056
100,820
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
5,143
3,206
1,133
1,133
2,000
6182 RUBBISH SERVICE
5,206
3,819
4,300
4,300
4,500
6185 LIGHT & POWER
38,624
39,477
43,260
43,260
45,000
6186 HEAT & FUEL OIL
70,762
67,964
67,000
67,000
80,000
6189 SEWER & WATER
3,667
5,789
4,096
4,096
4,300
123,402
120,255
119,789
119,789
135,800
COMMODITIES:
6406 GENERAL SUPPLIES
19,115
30,454
14,400
14,400
20,304
6511 CLEANING SUPPLIES
14,517
14,677
12,400
12,400
14,000
6530 REPAIR PARTS
33,906
27,305
41,283
41,283
29,000
67,538
72,436
68,083
68,083
63,304
CENTRAL SERVICES: .
6803 GENERAL
3,103
4,371
4,272
4,272
10,188
EQUIPMENT:
6710 REPLACEMENT
13,058
8,272
10,000
10,000
10,300
TOTAL PUBLIC WORKS
BUILDING
$ 325,345
$ 308,598
$ 301,200
$ 301,200
$ 320,412
CITY OF EDINA ANNUAL BUDGET PAGE - 103
FUND: FUNCTION: JAREA: PROGRAM:
GENERAL CENTRAL SERVICES EQUIPMENT OPERATION 1553
SUMMARY OF PERFORMANCE MEASURES
Equipment Operation -1553:
This account provides for the operation and maintenance of all City vehicles. A large part of the operation
costs are attributed to the purchase of fuel for City equipment. The shop supervisor and five mechanics
plus a '/2 position assigned to inventory control are the personnel responsible for the City's 46 cars, 102
trucks, plow trucks, pickups and vans, 140 off -road vehicles, 6 trailers, and miscellaneous equipment.
One -half position is assigned to inventory control. Additionally, the public works shop is responsible for all
maintenance of equipment and power tools. Costs of equipment operation are charged to operating
departments and other funds on the basis of use.
Distribution
Allocated to General Fund: Allocated to other funds:
Annual Monthly Annual Monthly
Administration $ 1,752 $ 146 Pool $ 2,184 $ 182
Assessing 4,368 364 Golf Course 3,648 304
Public Works: Edinborough /Cent. Lake 11,808 984
Engineering 18,936 1,578 Utilities 119,484 9,957
Supervision 20,256 1,688 York - Liquor 288 24
Maintenance 535,908 44,659
Police 364,848 30,404
Animal Contral 3,648 304
Fire 145,416 12,118
Health 2,628 219
Inspections 15,588 1,299
Park Maintenance 206,316 17,193 137,412 11,451
$ 1,319,664 $ 109,972 Total $ 1,457.076 $ 121,423
2005 2006 %
Total Equipment Operation Budget $ 1,389,840 $ 1,457,076 4.84%
CITY OF EDINA ANNUAL BUDGET PAGE -104
FUND:
FUNCTION:
AREA:
I
PROGRAM:
GENERAL
CENTRAL SERVICES
EQUIPMENT OPERATION
1553
SUMMARY OF EXPENDITURES
2003
2004
2005
2006
ACCT. DESCRIPTION
ACTUAL
ACTUAL
PROPOSED
ESTIMATED
BUDGETED
PERSONAL SERVICES:
6010 PAYROLL
$ 333,476
$ 332,187
$ 327,381
$ 327,381
$ 344,817
6011 OVERTIME
4,189
4,479
3,193
3,193
3,300
6030 PENSIONS
18,532
18,102
18,286
18,286
20,887
6034 SOCIAL SECURITY
26,152
25,275
25,293
25,293
26,631
6040 FLEX PLAN
38,598
36,834
46,020
46,020
49,920
6045 WORKERS COMPENSATION
8,338
8,126
9,864
9,864
9,514
429,285
425,003
430,037
430,037
455,069
CONTRACTUAL SERVICES:
6103 PROFESSIONAL SERVICES
-
880
1,500
1,500
3,000
6160 DATA PROCESSING
2,827
2,627
3,200
3,200
2,800
6180 CONTRACTED REPAIRS
75,150
57,686
78,300
78,300
80,000
6201 LAUNDRY
6,660
7,424
6,800
6,800
7,200
6237 RADIO SERVICE
2,755
3,580
7,700
7,700
3,700
6238 CAR WASHES
7,389
6,300
5,200
5,200
6,500
6260 LICENSE FEES & PERMITS
41,189
15,733
21,205
21,205
22,000
123,905
135,970
94,230
123,905
125,200
COMMODITIES:
6406 GENERAL SUPPLIES
21,910
19,268
23,700
23,700
22,007
6530 REPAIR PARTS
202,833
203,492
200,900
200,900
210,000
6556 REPLACEMENT OF TOOLS
8,366
9,313
9,200
9,200
9,400
6580 WELDING SUPPLIES
7,813
1,994
7,500
7,500
5,000
6581 GAS & FUEL OIL
211,480
246,917
224,500
224,500
270,000
6583 TIRES & TUBES
40,847
33,160
43,300
43,300
34,000
6584 LUBRICANTS
13,521
19,956
14,400
14,400
15,000
6585 ACCESSORIES
33,731
38,359
56,700
56,700
39,000
6610 SAFETY EQUIPMENT
3,117
4,679
4,634
4,634
4,800
543,618
577,138
584,834
584,834
609,207
CENTRAL SERVICES:
6803 GENERAL
26,282
18,115
17,136
17,136
19,512
6806 PUBLIC WORKS BUILDING
196,740
216,701
211,500
211,500
224,988
223,022
234,816
228,636
228,636
244,500
EQUIPMENT:
6710 REPLACEMENT
84,700
14,426
22,428
22,428
23,100
TOTAL EQUIPMENT OPERATION
$ 1,416,595
$ 1,345,613
$ 1,389,840
$ 1,389,840
$ 1,457,076
REMINDER
JOINT MEETING -
EDINA CITY COUNCIL /
EDINA PUBLIC ART COMMITTEE
EDINA CITY. HALL
COMMUNITY ROOM.
5:30 P.M.
Box lunch provided_
o e
REPORURECOMMENDATION
To: MAYOR AND COUNCIL
From: GORDON L. HUGHES
CITY MANAGER
Date: APRIL 5, 2005
Subject: FUND- RAISING PROPOSAL
FOR EDINA PUBLIC ART
COMMITTEE
Agenda Item
Consent
❑
Information Only
Mgr. Recommends
❑
To HRA
®
To Council
❑
Motion
❑
Resolution
❑
Ordinance
®
Discussion
REPORT:
Attached is a proposal from the Edina Public Art Committee which will be
discussed at the 5:30 PM workshop.
REQUEST FOR CITY COUNCIL APPROVAL
OF STAINED GLASS PUBLIC
ART PROJECT FOR CITY HALL
In December 2004, the Edina City Council approved the Edina Public Art Committee's request for $25,000 in
2005 for public art projects. The Committee unanimously recommends that the City Council accept the
following proposal for stained glass art panels in the new City Hall.
Edina prides itself on its reputation of being a premier city whose residents value a love of culture and the arts.
It is the vision of the Edina Public Art Committee to honor the heritage of Edina via stained glass panels that
depict Minnehaha Creek and the historic 1857 mill site. The City Hall, the most public of all Edina community
spaces, is an appropriate venue for such a project. The "mill that gave birth to a city" uniquely represents Edina
and its transformation from a small milling settlement to a preeminent residential and business community.
This project benefits the community in several ways:
-it creates a warm and welcoming focal point for all visitors to City Hall
-it serves as an educational tool for all ages by bringing the history of Edina to life with a visual representation
of our city's roots
-it builds pride in community heritage and enhances the quality of life through artistic expression and reflection
-it encourages cooperation between public and private sectors, city government, and the arts community
A successful precedent has been set by the city of Vadnais Heights, which undertook a similar glass project in
2001 to embellish its new city hall, also designed.by architect David Kroos.
STRATEGY
The Edina Public Art Committee has developed "Request for Qualification" (RFQ) materials to be posted on
the city's web site and mailed to all area glass artists.
(Please refer to attached RFQ). Three finalists will be selected from the applicants and invited to submit
specific proposals to the Committee. A stipend of $500 will be paid to each finalist. The Public Art Committee
will present its final choice of artist and proposal to the City Council for approval.
FUNDING
A portion of the $25,000 allocated by the city in 2005 for public art will be utilized and augmented by private
and corporate donations to meet the Committee's $75,000 funding goal. The Edina Community Foundation
serves as the fiduciary agent. Installation of the glass project is targeted for late 2006.
Respectfully submitted,
The Edina Public Art Committee
Tuesday, April 5, 2005 Workshop
Edina City Council
and the
Edina Public Art Committee
lid: IMAM
at City Hall in the Community Room
5:30- 6:00pm
Brief PowerPoint presentation -
What is Public Art?
What could Public Art be?
Why Public Art? Discussion.
6:00- 6:45pm
Linda Kieffer, EPAC Chair
Presentation
The Glass Project at City Hall
I) t ility Bill Funding Idea
Discussion.
Included in this packet:
• Overview of Public Art
• Update on EPAC activities
• Artscape brochure
• City Hall Art Guide
• Call for Artists pamphlet
• Utility Funding Proposal
• Roster of EPAC Members
Note:
For Ann Swenson and Alice Hulbert
Complete packet with original
July 2004 information.
If you need additional information before Tuesday's
meeting, please contact Diana at 612 -915 -6603,
page 612 -579 -6124 or 952- 920 -5856 (home).
..J
Public Art can create identity and celebrate public spaces.
Public Art can reflect and
honor the history of a
community.
The EPAC is continuing to
study our neighbors' Public Art.
This sculpture is entitled
Allegory of Excelsior
(Paid for entirely by the City of St.
Louis Park- $175,000 plus
installation costs.)
Packet information created in the Peggy Kelly
Media Studios at the Edina Art Center
Overview of Public Art in Minnesota Cities
(Population < 80,0000)
Public art projects and programs are flourishing in the metropolitan area and outlying
communities. Aside from enhancing aesthetics and quality of life, reflecting community
identity, and educating the public, the non -profit arts strengthen the economic
development of downtowns, small towns, and neighborhoods across the state. The
estimated economic impact of Minnesota non - profit arts organizations is nearly one
billion dollars per year (McKnight Foundation, 1996).
Metropolitan Suburbs involved with Public Art Projects: Outstate:
Apple Valley
Duluth
Bloomington
Elk River
Burnsville
St. Cloud
Chaska
Shafer
Eagan
Eden Prairie
Hopkins
Maplewood
Plymouth
Richfield
Vadnais Heights
The scope of these projects runs the gamut from decorative sidewalk pavers and railings,
plaza mosaics, single foyer sculptures, and stained glass window panels, to multi -acre
sculpture gardens. Sources of funding are as varied as the pieces themselves and have
included city government, developers, community foundations, and corporate and
individual donors.
The Edina Public Art Committee believes that public art projects in Edina unequivocally
support the mission statement of our community:
The mission of the City of Edina is to provide effective and valued public services,
maintain a sound public infrastructure, offer premier public facilities and guide the
development of lands within the City all in a manner which sustains and improves the
uncommonly high quality of life enjoyed by our residents and businesses.
Update on Edina Public Art Committee Activities since July, 2004
Completed:
Publication of Artscape brochure
Display of permanent and rotating pieces in City Hall departmental lobbies and
employees' offices
Publication of Edina City Hall Art Guide
Display of historic Edina Police photos in Police Department
Display of artistic bench in City Hall lobby area (piece on loan)
Marketing of Public Art Committee's vision and planned projects:
-letter and Artscape brochure sent to all Edina resident EAC members (400)
- inclusion of Artscape in annual Community Foundation mailing (5500)
- article about Edina Public Art Committee in About Town and City Slick
- article about Committee and city funding request in Edina Sun Current
Visit to Vadnais Heights City Hall to view stained glass, mosaics, and tapestry
Draft of Request for Qualifications brochure to glass artists for City Hall Art Glass
Project
Draft of utility bill funding proposal
In Process:
Framing and display of Art Dickey photographs for permanent exhibit in 2nd floor
corridor adjacent to Community Room
Crosstown Camera Club rotating exhibit of photographs in Community Room
Artistic pedestals for three dimensional visual display and signage outside of each City
Hall departmental office
Edina Public Art Committee logo for decals and refrigerator magnets
Planning of fund- raising gala/special. event
Future Projects:
Sculptures for Grandview Square Park
Edina Public Art
Committee
The residents of Edina enjoy an
exceptionally high quality of life, a
strong sense of community and a
love of culture and the Arts.
The Edina Public Art Committee is
comprised of residents and repre-
sentatives from the Art Center,
City staff and the City Council. The
purpose of the committee is to ad-
vise the City with regard to all mat-
ters pertaining to public visual arts
within the City.
Linda Kieffer, Chair
Bradley Benn, Kristen Christianson,
Dick Crockett, Diana Hedges,
Betty Hemstad, Linda Masica,
Kay Wetherall
Ex- Officio and Advisors:
Bill Baxley, Gordon Hughes,
John Keprios
�Av,
Browndale Bridge, Watercolor by Patti Jeub
Donations to i ,,Ake it possible to purchase
art for the City matt' be made to t he
Edina Community Foundation
5250 Grandview Square
Edina MN 55436
al,
For information contact
Edina Art Center
4701 West 64th Street
Edina MN 55435
Phone: 612 -915 -6600
Fax: 612 -915 -6601
www.EdinaArtCenter.com
o e �
En
0
Edina
Cit-y Hall
Art Guide
Thunder of Light, Oil, Richard Kochenash
Rotating Exhibitions
and works in the
Permanent Collection
Guide to Artwork Currently in City Hall
First Floor
$2300
In the Lobby:
PLANTERS (also on Second Floor)
PC*
Ceramics by Adama Sow, EAC faculty
$350
LIFETOUCH BENCH
NFS
Sculpture by Nicolas Legeros & Heidi Hoy
TRANQUILITY (by the drinking fountain)
PC **
Color Photo by Arlene Green, Edina Resident
Park and Recreation:
EDINA PARK SCENES
PC*
Color Photos by Crosby Slater
Assessing:
ICE SKATERS
$950
Acrylic by David Rickert, EAC faculty
LIGHTHOUSE, Byron Bay, Australia
$650
SEASHORE, Byron Bay, Australia
$650
Oils by Linda Kieffer, Edina Art Center Board
Planning:
PORTRAIT H $665
Collage by Cynthia Starrkweather- Nelson EAC collection
UNTITLED $1800
Mixed media by Steve Hartman EAC collection
WHICH (Partial Memory) $2200
Ltd Ed Print by Steven Sorman EAC collection
All artwork is for sale except Permanent Collection.
A portion of the proceeds supports the Edina Art Center
PC* = Permanent Collection
PC * *= Xcel Energy purchase award 2004
For more information or to purchase art
call the Edina Art Center, 612 - 915 -6600
Building Inspections:
EL DORADO $450
Watercolor by Fred Dingler, EAC instructor
MONET'S GARDEN $300
Watercolor/Pastel by Clara Saprasa, EAC member
LAST SNOW— FIRST SWIM $225
MEANDERING A417VNEHAHA $225
LEA VING IN THE MORNING $225
Color photos by Betty Hemstad, Edina resident
Second Floor
Administration:
EDINBOROUGH PARK PC*
50`h & FRANCE PC*
Watercolors by Doug Lew, EAC faculty
NORTHWOODS MOON (in Cahill conf, room) $180
Pastel by J Thomas Nelson
Utilities and Finance:
MINNEHAHA CREEK
$2300
Oil by Paul Abdella, EAC faculty
MEANDERING CLOUDS
$600
MINNEHAHA CREEKINMAY
$350
URBANJEWEL
PC **
Oils by Linda Kieffer, EAC board
ROCK DANCE (in conference room)
PC **
Gelatin Silver Print by Polly Norman, Edina Res.
Community Room:
Soon the site of rotating exhibitions by the Crosstown Camera Club
HIDDEN BAY $240
RIPPLES $280
PINE ISLAND $280
Pastels by J Thomas Nelson, EAC emeritus
Hall by the Community Room:
Soon the site of the permanent Art Dickey memorial exhibition
i
� N
a
The Edina Community Foundation has °'• w j
helped fund many other City of Edina o
projects in recent years, including: v, e'
ON • Purchased thermal imaging equipment
for the Edina Fire Department.
• Helped the Edina Art Center acquire a �• _� n_'__ _ ___.._`"
kiln for firing pottery. o - - - --
a
• Assisted with funding for a new K -9 Unit
for the Edina Police.
• Helped an individual make a major
contribution to the new South Metro
Public Safety Training Facility and served j
as the funding vehicle for a group of
i
neighbors to contribute the funds
necessary to complete Fox Meadow Park.
ARTSCIAIPE
• Secured a gift of 12 defibrillators from i
Fairview Southdale Hospital for the
The Edina
Edina Police Department. j
i
• Made grants to the Edina Senior Center.
Community Foundation is i
• Defined support of youth services as one
of its focus areas by making grants to the currently raising funds
Connecting With Kids initiative and the
Edina Park and Recreation Department
to ensure that low- income families and for an and plantings for
i
children would be able to use the Edina
Art Center, Aquatic Center and other the new Edina City Hall.
park facilities. o `emu
• • 2
o i
-'or
Integrate fine art into
public�spaces.
Build awareness and pride in community heritage
and neighborhood identity.
Encourage public interaction with an enjoyment
of public places.
Provide opportunities for citizens,
neighborhoods and groups to Work together.
Nurture the creative
environment in Edina and encourage
local artistic endeavors. ;
reflect the pride
of living in Edina, the Edina- Community
Foundation is currently raising funds for
public art and plantings for the new Edina
City Hall.
The Foundation is working with a group of
residents to raise at least $100,000 for public
art for the new Edina City Hall.
The art will be installed in phases as money
is raised. Projects envisioned include:
OUTDOORS /
An outdoor sculpture to rea`te a welcoming
space for people to gather. Construction of
City Hall included -a basic landscape plan, but
additional- seasonal plantings and amenities
are -also needed to make the property stand
__--are-also
as a gateway to the community.
CORRIDORS
Pedestals for displayingsmall sculptures and
pottery at the entrance's to each City Hall
department. In addition to displaying fine `
art, the pedestals would serve as a way to
identify the Administration, Assessing,
Building Inspections, Engineering, Finance &
Health, Park & Recreation, Planning
and Police department office suites.
In addition, the city's horticulturists have
designed an interior plantscape to further
beautify the building.
OTHER PUBLIC AREAS
Two -story fabric or stained glass panels to
hang in the entrance of the new City Hall and
various pieces of framed artwork for the public
areas of the building.
YES!
I'd like to make a tax- deductible
contribution to the City Hall Art Fund.;
Please make checks payable to the Edina
Community Foundation. Indicate in your
check's memo - section that your contribution
is for Citv Hall art.
Please deliver in person or mail
your checks to:
Edina Community Foundation
5280 Grandview Square
Edina, MN -55436
Edina City Hall
4801 W. 50th St.
Edina, MN 55424
NAME
ADDRESS
CITY
STATE ZIP
For more information, call the Edina
Community Foundation, 952 -833 -9573.
Utility Bill Public Art Funding Proposal
Funding for public art can come from a variety of sources; local government, public
agencies, percent -for -art programs, individuals, corporations, and private foundations.
Ideally the process of fund- raising should be simple, easy, accessible, cost efficient, and
generally as painless as possible for all those involved.
The Edina Public Art Committee unanimously recommends to the City Council either of
two voluntary plans for accruing funds for public art via the Edina utility bill:
$1 "check -off " for the Arts
Include a $1.00 "check -off' for public art projects in the Account Summary of the bill.
This could be done with each billing or have residents enroll for one year in a plan, which
automatically adds $1.00 to the bill. (Avoids the problem of people forgetting to check or
losing interest in the plan). With a hypothetical 20% participation rate, this plan would
generate $4.00 /yr/household or approximately $16,800 /yr (20% of 21,000 households x
$4)
0
Round -up for the Arts
With this plan the utility bill is rounded up to the nearest whole dollar amount; the
resulting-"change" is then donated to public art. The city of St. Cloud (population
58,000) has been using this type of program successfully since 2001 and has raised over
$17,000 for public art projects (participation rate = 11 %) With Edina's quarterly bill, the
average donation/yr would be approximately $2.00 /participating household.
Enrollment in either of these plans can be accomplished conveniently in a variety of
ways:
- Online enrollment via the city's web site (www.ci.edina.mn.us)
- Enrollment cards mailed with the utility bill
-Phone enrollment by calling the Utility Bill Division of City Hall (952 -927-
8861)
Each of these plans has the advantages of being totally VOLUNTARY and EASY to
execute with MINIMAL COST after the initial set -up is completed.
ON
EDINA PUBLIC ART COMMITTEE ROSTER
Linda Kieffer, Chair all.kieffergatt.net (952)942 -7415
6809 Saint Patrick's Lane
Edina MN 55439 -1632
Brad Benn BBenngci.edina.mn.us (612)915 -6604
Edina Art Center home 952- 922 -2280
4701 W. 64 "' St.
Edina MN 55435
Kristen Christianson KBCREALTORgyahoo.com
3622 County Rd 101 S. (952) 920 -6594 (H), (612) 616 -8591 (C)
Wayzata MN 55391
Dick Crockett dcrockettgnin.rr.com (952) 833 -9573
Edina Community Foundation
5280 Grand view Square
Edina MN 55436
Diana Hedges DHedgeskci.edina.mn.us (612)915 -6603
Edina Art Center pager 612 -579 -6124
4701 W. 64`'' St.
Edina MN 55435
Betty Hemstad
4350 Brookside Ct
Edina MN 55436
RandBHemstadkaol.com
Linda Masica lmmasicaAaol.com
6817 Valley View Rd
Edina MN 55439 -1647
Kathleen (Kay) Wetherall KathWethgcg.net
4350 Brookside Ct.
Edina MN 55436
Pat Greer WFGreergaol.com
7125Schey Drive
Edina MN 55439
Advisors: Gordon Hughes and John Keprios
(952) 922 -2690
(952) 942 -6770
(952) 920 -6594
952- 941 -4086
Pagel of 1
From: A. Weiler [aweiler @mn.rr.com] 3
Sent: Tuesday, March 01, 2005 3:39 PM
To: Steve Lillehaug
Subject: Traffic Policy
Dear Mr. Lillehaug,
Just a quick note to state that I stand in full support of the transportation policy that is presently being considered by the
Edina City Council. It is a fair and objective policy that will serve the city well now and into the future. Please feel free to
share this endorsement as necessary.
Thank you and regards,
A.R. Weiler
4512 Edina Blvd.
Edina, MN 55424
Tel: 952 - 929 -3890
file:HG:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 CorrVan 6... 3/3/2005
March 2, 2005
Jean M. White
5290 Villa Way, #303
Edina, MN 55436
Members of Edina City Council
City of Edina
4801 W. 50'x' St.
Edina, MN 55424
Dear Honorable Mayor Hovland and City Council Members: Housh, Hulbert, Masica and
Swenson:
As a member of the Edina Transportation Commission (ETC), I support the policy as a
general framework that will guide ETC in its capacity as an advisory body to the Edina
City Council.
The TC Policy is based on the city' solid vision of its future transportation needs. The
City of Edina Comprehensive Plan and it Vision 20/20 documents acknowledge that
Edina's auto - oriented transportation system needs to be corrected if Edina is balance
economic prosperity on one hand and livability for its residents on the other hand.
Specifically, Item II, Policy Framework on pages 2 -6, includes language that supports
enhanced alternatives to single- occupied vehicles. I am convinced that provisions like
bike lockers, easy bike parking at key locations in the city, enhanced pedestrian
crosswalks and signals, allocating appropriate parking, and shared parking spaces for
commuters in our city -owned parking ramps and language that supports opportunities for
efficient mass transit will go a long way in shaping how Edina's future transportation
system.
Mayor and council members, I welcome comments, criticism or suggestions as it pertains
to this policy. You can reach me at 952- 922 -0189. Thank you for your thoughtful
decision - making in regards to future transportation solutions here in Edina.
Best regards,
Jean M. White, member
Edina Transportation Commission
CC: Gordon Hughes, Steve Lillehaug
CC: Members of Edina Transportation Commission
Page 1 of 1
From: Steve Lillehaug
Sent: Wednesday, March 02, 2005 5:07 PM
To: 'DAVID L BOWLIN'
Cc: Steve Lillehaug
Subject: RE: traffic
Thank you for your comments. I will pass them on to the Council for consideration.
Thanks. Steve
Steven L. Lillehaug, P.E., P.T.O.E.
Edina Traffic Engineer /Assistant Engineer
Engineering Department
952 -826 -0445
slillehaug @ci.edina.mn.us
City of Edina
4801 West 50th Street
Edina, MN 55424 -1394
www.cityofedina.com
(fax) 952 - 826 -0389
- - - -- Original Message---- -
From: DAVID L BOWLIN [mailto:bowlin40 @msn.com]
Sent: Wednesday, March 02, 2005 5:02 PM
To: Steve Lillehaug
Subject: traffic
Dear Mr. Lillehag and Mr. Mayor and Edina City Council Members;
I attended the meeting on March 1 at City Hall.
I was disappointed to learn that the traffic policy was not approved. I was hoping we would be
moving forward on this issue instead of being bogged down by minutiae. I'm sure you will explain
your position on this decision.
I live at 4618 Arden Avenue, on a block with approximately 70 children under the age of twelve. l
witness the traffic everyday when I am outside with my children and I would like to repeat the
main issue to you. These streets are not designed to handle the amount of traffic and the speeds
at which most drivers cruise. Please help us with moving toward a speed bump, parking on both
sides of the street, or increase police patrol.
Thanks, Joan Bowlin
4618 Arden Avenue
file: //G:\Infi-astructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/3/2005
Page 1 of 1
From: joan bonello Ubonello @mn.rr.com]
Sent: Wednesday, March 02, 2005 6:50 AM
To: Steve Lillehaug
Subject: Traffic Management
As a resident of the Country Club neighborhood (4621 Arden) I would like to show my support for the Traffic Management
Policy. I think something definitely needs to be done to slow the traffic down on our streets as well as help to divert the
number of cut through vehicles that abuse stop signs and speed limits.
Thank you.
Sincerely,
Joan and Bob Bonello
4621 Arden Ave.
Edina
(952) 926 -9057
file: //G:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/3/2005
Page 1 of 1
From: Kitty ODea [kittyodea @mn.rr.com]
Sent: Wednesday, March 02, 2005 10:19 AM
To: Jennifer Bennerotte; Steve Lillehaug
Subject: Traffic Policy Follow -Up
Importance: High
To:Edina City Council -
Thanks again for the opportunity to share our views on the traffic policy. The issues in Country Club
are not due to traffic from Mominaside or Browndale neighborhoods. I am sorry if I gave that
impression in my comments last night. I was talking about non - resident "cut through" - for example
when I used to drive through Concord to go to the ECC when other, more appropriate routes are
available). My concerns have nothing to do with Morningside. Morningside and Browndale residents
have been driving through Country Club for decades. They are part of the local resident traffic along
with the residents of Country Club. The "cut through" I am concerned about is the traffic that
SHOULD be on 50th, France and 100, but has shifted to our residential steerts. The issues in Country
Club are caused by the narrowing of 50th and France (arteries) to two lanes and growing congestion
on highway 100. While the changes at 50th and France were for the "benefit of all of Edina ", the
surrounding neighborhoods, particularly Country Club have born the cost via increased traffic and
perceived higher speeds.
I know there is contension on this issue, but doing nothing to address the problems in Country Club
for two years as Council memebers Housch and Swenson reccomended is NOT the answer. I am
wondering if it would be appropriate to have a couple members from each neighborhood participate in
the discussion when you meet to discuss modifications to the policy. Perhaps in a smaller setting we
can calrify everyone's objectives and work together to find a solution. I understand that Morningside
and Bronwdale feel threatened. But I am also saddened that there is no
appreciation /acknowledgement for the issues we are living with in Country Club. I would hope that as
a community that we could find a way to support each other rather than saying "its not my problem,
live with it ".
Sincerely,
Kitty O'Dea
4610 Bruce Avenue
(952)922 -1165
file:HG:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/3/2005
Page 1 of 1
From: Welo, Steve [Steven.B.Welo@pjc.com]
Sent: Thursday, March 03, 2005 11:31 AM
To: Steve Lillehaug
Subject: Traffic Management policy
I am a new homeowner at 4508 Edina Boulevard. My family supports the Edina Neighborhood Traffic Management
Policy and opposes the proposal to exclude Country Club and Morningside neighborhoods from the Policy.
Feel free to call me with any questions. Steve Welo
Steven B. Welo, CFA
Managing Director - Investments
Piper Jaffray & Co.
612 - 303 -1087
steven.b.welo@pjc.com
Guides for the journey. Piper Jaffray & Co. Since 1895. Member SIPC and
NYSE. Learn more at piper affray.com. Piper Jaffray corporate
headquarters is located at 800 Nicollet Mall, Minneapolis, MN 55402
Piper Jaffray outgoing and incoming e-mail is electronically archived
and recorded and is subject to review, monitoring and/or disclosure to
someone other than the recipient. This e-mail may be considered an
advertisement or solicitation for purposes of regulation of commercial
electronic mail messages. If you do not wish to receive
commercial e-mail communications from Piper Jaffray, go to:
http: / /secure3.pjc.com/info3.aspx ?id =945 to review the details and
submit your request to be added to the Piper Jaffray "Do Not E -mail' list.
For additional disclosure information see
http: / /www.piper affray.com/info2.aspx ?id =298
file: //G:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/3/2005
Page 1 of 1
Darlene Wallin
From: Jennifer Bennerotte
Sent: Thursday, March 03, 2005 3:11 PM
To: Darlene Wallin
Subject: FW: to the mayor and city council re the traffic commision minority report
- - - -- Original Message---- -
From: Mab Nulty [mailto:mabnulty @usfamily.net]
Sent: Thursday, March 03, 2005 2:37 PM
To: Jennifer Bennerotte
Subject: to the mayor and city council re the traffic commision minority report
Dear Mayor and Council Members,
We are writing to emphatically support the ETC Minority Report in its entirety. As residents of West 42 Street
since 1989, we have enjoyed living in Edina and are very interested in what happens to our community and the
quality of life that is affected by traffic issues. When the City Council is considering adopting the ETC's policy
please consider the very valid and well informed suggestions made in the minority report and making the
appropriate changes. In the very least please consider increasing the percentage of residents needed to create a
traffic change. At this time the requirement is only 20 per cent. That means on a block of 25 residents only 5
would need to approve of the issue and it would go forward. Please also consider a wider range to be part of the
affected area when changes are considered. Of course one stop sign is less of a change than street closing and
some discretion could be used as is stated now but at least a minimum should be in place to guarantee
some consistency in the decision making process and fairness in the fiscal responsibility for traffic improvement
expenditures.
We are also very concerned about how well safety issues and emergency response time will be looked at
according to the present policy. Please take the time to do this right now or we will have to spend city time and
dollars doing it again soon.
Thank you for your time and attention.
Sincerely,
Mab Nulty and Larry Sutin
4212 W 42 St, 55416
- -- USFamily.Net - $8.25/mo! -- Highspeed - $19.99/mo! - --
3/3/2005
Page 1 of 1
From: Fernandez, Mike [Michael.A.Fernandez@pjc.com]
Sent: Friday, March 04, 2005 10:28 AM
To: Steve Lillehaug
Subject: FW: comments on traffic policy.
Sony -my address is 4630 Arden ave. Edina
It is very easy to take the path of least resistance. It takes LEADERS to take the difficult path. I am in favor of the
proposed traffic policy and ALL of EDINA should be included. I have been told it is better to try and fail than never try at
all. Like one council member said let's take the bull by the horns and tackle the problem now. Don't put off TODAY'S
task for tomorrow.
Michael Fernandez
Managing Director
Piper Jaffray & Co.
612- 303 -2142
612- 303 -2002 fax
michael.a.fernandez @pjc.com
Guides for the journey. Piper Jaffray & Co. Since 1895. Member SIPC and
NYSE. Learn more at piper affray.com. Piper Jaffray corporate
headquarters is located at 800 Nicollet Mall, Minneapolis, MN 55402
Piper Jaffray outgoing and incoming e-mail is electronically archived
and recorded and is subject to review, monitoring and/or disclosure to
someone other than the recipient. This e-mail may be considered an
advertisement or solicitation for purposes of regulation of commercial
electronic mail messages. If you do not wish to receive
commercial e-mail communications from Piper Jaffray, go to:
http: / /secure3.pjc.com/info3.aspx ?id =945 to review the details and
submit your request to be added to the Piper Jaffray "Do Not E -mail' list.
For additional disclosure information see
http://www.pipcijaffray.com/info2.aspx?id=298
file: //G:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/4/2005
March 3, 2005
Members of the Edina City Council,
It is time to act upon the recommendations of the Traffic Commission to approve the
Traffic Policy now. Joni Bennett and her supporters have had more than their share of
floor time. Fred Richards and his committee have worked for fourteen months to bring
forward an objective policy to use as a framework for all of Edina. It is time to put it into
place and get on to other business. As our elected leaders, you need to move forward on
this matter quickly and not be deterred from other business. The vote of the Traffic
Commission of six to one should stand. Ms Bennett will never be pleased and will
continue to pick at the minutia over and over. The commission has worked diligently and
thoroughly to make the policy fair and comprehensive. Ms Bennett will continue (as she
has in the past) to pack the meeting room with her supporters who are obsessed with their
issues and leave when other city matters are on the table. Contrary to what they would
have you believe, by their attempts to `filibuster,' they are only a very small minority.
Having now attended meetings of the City Council and the Traffic Commission it appears
to me they are concerned with being inconvenienced, not a matter of safety. If you will
implement the Traffic Policy then the process can speak to their issues in an orderly
fashion, but not allow the continuance of absorbing more time than is proportionately
fair.
Respectfully,
Lou Blemaster
4212 Sunnyside Road
952- 920 -3442
Message
Page 1 of 1
From: Miller, Marty [mmiller @safenetconsulting.com]
Sent: Friday, March 04, 2005 4:30 PM
To: jhovland@krauserollins.com; lmmasica @aol.com; swensonboys @aol.com; Gordon Hughes; Wayne Houle;
Steve Lillehaug
Subject: Edina Traffic Policy
Please read the attached Word Document in reference to the Traffic Policy and Tuesday's Council Meeting. Could
someone please forward this to Scot Housh, I do not have his e-mail address.
Thank you for your time.
Marty Miller
4527 Drexel Avenue
(952) 836 -1295
file: / /G:\Infrastructure \Streets \Traffic \Transportation Commission \Corresnondanr.P \inns rf%rr\ ra„ 4 1 /17 /1%f%f%r
RE: Country Club Traffic Issues and the pending Edina Traffic Policy
I am writing this to you as a Country Club resident who is very concerned about the traffic issues
in our neighborhood as well as traffic in the Morningside neighborhood. I was encouraged to see
the Traffic Policy getting some traction and moving forward but am now concerned that there are
discussions to exclude our neighborhoods from the policy, two of the neighborhoods that have
the largest traffic problems.
I have lived in Country Club for 7 years now and have continually seen the traffic volumes in our
neighborhood increase every year. Seven years ago Drexel Avenue had about 650 cars per day,
it now has over 1,500 —an increase of over 200 %. With congestion on the highways and at 50`h
and France, the Country Club and Momingside neighborhoods have become the new Interstate
Highway system for those traveling to and from Downtown and South Minneapolis to Eden
Prairie and all points South and West. It is rather shocking to watch the cars stream into our
neighborhood by the thousands. 50`h and France has been impaired to the point that it cannot
handle this type of traffic volume so the entrances on the south side of Country Club become
entrance ramps for drivers using our neighborhood and the North end of France on their way
home to South Minneapolis, Downtown and amazingly enough as a means to jump back onto 94
North of Uptown heading towards St. Paul, I know people who do it. As thousands barrel
through our neighborhood at speeds in excess of 40 mph while talking on their cell phones on
narrow city streets designed in the 1920's, the last thing on their minds are the residents and the
children of Country Club and Morningside playing in their yards and sidewalks not even 4 feet
from the road, they want to get home. A kid can get from the sidewalk to the middle of the street
in a matter of seconds. Someone flying through our neighborhood even at 30 mph wouldn't
even see them. The first step should be to reduce our neighborhood speed limit to 15 mph.
Whenever the issues of traffic in our neighborhoods arise, we are called "Elitists" and told to
move to Bearpath if we want to live in a gated community. They don't want to be
inconvenienced on their trip to points outside our neighborhood that they want to use as a
freeway. Many of these comments come from people who live in neighborhoods who have had
and fixed their traffic problems through the same means we are looking at. We don't want to
gate our neighborhood, we just want traffic volumes to be held at the level that our narrow streets
were designed to handle. It is not "Elitism ", its parents caring about the lives of their children
and the lives of every child in our neighborhood. Living on the corner of Drexel and Bridge I get
traffic going four ways and have seen some amazing things. I have seen the statistics on the
average speeds in the neighborhood and I promise you that they are skewed low. Any measures
used to estimate average speeds, whether it is through the sensor ropes strung across the street or
the large "Your Speed" trailers that are occasionally around the neighborhood, do not work
because they change the behavior of the driver. People are never really sure if that speed is
being recorded for a speeding ticket so they slow down, I see it happen. If I sat in my front yard
with a radar gun for a day, I could hand out hundreds of speeding tickets, every day.
Please do not just consider this problem "unsolvable" as several Council members suggested
during the March Is` Council meeting, and give up because it is not. These types of problems
have been solved in almost every neighborhood that surrounds Country Club and Morningside.
Waiting for MNDOT to fix the highway system around Edina and entice drivers back to a
smooth running highway system will take decades. I heard somewhere that around 2020
Crosstown and 100 should be fixed. That will be great when I drop off my now 4 year old son at
his dorm for his first year at The University of Minnesota. I'm really looking forward to that
smooth ride up 100 and effortlessly gliding onto East 394 on our way to campus, it sounds
dreamy.
My concern right now however is that every kid in our neighborhoods gets that opportunity to
enjoy our shiny new 6 lane highways from MNDOT around 2025 or 2030. I can't wait that long
and I don't think you want to have this problem for another 25 years so let's get together and fix
it now. I'm not holding my breath for MNDOT to improve my life, but I do believe that the City
of Edina wants to do that for its residents.
I am amazed that since I have moved into Country Club, a child has not yet been killed. I have
seen countless close calls, some really close; to the point where I have had trouble sleeping that
night. It is going to happen, and when it does, I would like to face the fist - pounding teeth -
gnashing opponents of our attempts to make our neighborhood safe to see if they continue to call
us Elitists. Maybe at that point they will simply see us as concerned parents who want to keep
our kids and any of their friends visiting from other neighborhoods, possibly their neighborhood,
safe.
Please forward this on to anyone who has an influence on the future of our neighborhood and the
traffic policies of the city. Thank you for your time.
Sincerely,
Marty Miller
Drexel Avenue, Edina
From: Joanne Patterson Uccp @usinternet.com] Page 1 of 1
Sent: Friday, March 04, 2005 3:26 PM
To: Steve Lillehaug
Subject: traffic policy
My name is Joanne Patterson and I live at 4218 Sunnyside Road. I am writing in regards to the recent city council meeting
and the traffic policy.
I am a stay -at -home mother with three children, 9, 7, and 1 and a husband who travels for work. As you can imagine or as
you know yourself, I am extremely busy with school volunteering, after- school activities, and the daily life of keeping up
with an one - year -old. I have very little extra time to myself. However, just because I haven't devoted enormous amounts
of time and energy to the traffic issue by attending meetings, printing fliers, making phonecalls, etc. doesn't mean I am not
concerned and also hopeful that something will be done. The most I can give right now in my life to persuade the city
council to vote for the traffic policy is a letter when needed and attendance at a meeting when I am able. My next door
neighbors are both doctors with two children. They, too, are concerned about the traffic but cannot devote huge amounts
of time to the issue. My other neighbor is afraid of speaking in public - she attends every meeting but cannot stand up and
speak about how disheartening it is to have cars driving so fast down Sunnyside Road that she is now, after 30 plus years
of living in the Country Club neighborhood, nervous to cross the street. The houses on my street are filled with families
who are deeply concerned for the safety of their children, themselves and their pets yet we can't all be political activists 24
hours a day. That is why we vote and put our trust in our city council members to make decisions and choices for us to
keep us safe, to keep our city safe. Therefore, it was shocking to learn that on March 1st the city council narrowly
defeated a motion to disallow any traffic policy in the Country Club and Momingside neighborhoods. It was very disturbing
to learn that two members - Scot Housh and Anne Swenson - voted to completely disregard the lengthy traffic commission
process that the city itself put into place. I have, as well as many of my neighbors, put much faith and trust in the city to
follow this process that the city promoted. And it was equally disturbing to learn that three members - Scot Housh, Anne
Swenson and Linda Masica - now are saying that the traffic problem is unsolvable in the Country Club and Morningside
neighborhoods. When and why did the traffic issue become unsolvable? I refuse to believe that a solution that would
please both neighborhoods is impossible. Yes, there is a loud minority of people who are vehemently opposed to any
traffic policy in the Country Club neighborhood who are viewed it seems as the majority by the city council. But there is
also a silent majority who trusted the city council to abide by its own actions when it created the transportation
commission, and that trust has been broken with the actions of the minority voting council members on Tuesday night. I
can only hope that the city will continue to work on a fair solution for the traffic problem in all neighborhoods. For the city
to give up on a solution so easily, so abruptly, and so unfairly would be devastating.
Thank you,
Joanne Patterson
952 - 926 -1894
file:HG:\Infrastructure \Streets \Traffic \Transportation Commission \CorresnondancP \ ?nns r,.n\ To" ,<
Page 1 of 1
From: Keith White [keith @marketplacehome.com]
Sent: Friday, March 04, 2005 2:13 PM
To: Shoush @ci.edina.mn.us; jhovland @krauserollin.com; swensonboys @aol.com; lmmasica @aol.com;
Gordon Hughes; Steve Lillehaug
Subject: traffic polcy
To whom it may concern,
My name is Keith White, I live at 4501 Wooddale Ave. and have been a resident of Edina for only one year but
have owned and operated a business here for 9+ years.
I've been attempting to learn as much as possible about my neighborhood and the inner workings of OUR local
government for some time. It has most recently come to my attention that there has been some actions being discussed
regarding procedures for local neighborhoods to address their traffic concerns.
I applaud the implementation of such procedures as there needs to be mechanisms in place for citizens to communicate
their needs to the governing body. These mechanisms should be available to ALL citizens (neighborhoods) without
preconceived notions or discrimination.
Traffic management is vital to our community.
When describing my new home to friends and family the first thing I tell is that the neighborhood is right out of a Norman
Rockwell painting with tree canopied streets and kids running, triking and playing up and down the sidewalks.
This is what makes our community so popular, thus desirable, thus valuable, thus increased property values, thus
increased tax revenue.
We all need and deserve unencumbered passage through each others neighborhoods but if we can find more efficient
ways of diverting outside traffic away from our homes and our children I believe these should be explored expeditiously.
Thank you for your time and service.
Keith A. White
file: / /G:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 CorrVTan 6... 1/7i,7nns
Page 1 of 1
From: Fernandez, Mike [Michael.A.Femandez@pjc.com]
Sent: Friday, March 04, 2005 10:28 AM
To: Steve Lillehaug
Subject: FW: comments on traffic policy.
Sony -my address is 4630 Arden ave. Edina
It is very easy to take the path of least resistance. It takes LEADERS to take the difficult path. I am in favor of the
proposed traffic policy and ALL of EDINA should be included. 1 have been told it is better to try and fail than never try at
all. Like one council member said let's take the bull by the horns and tackle the problem now. Don't put off TODAY'S
task for tomorrow.
Michael Fernandez
Managing Director
Piper Jaffray & Co.
612 - 303 -2142
612 - 303 -2002 fax
michael.a.fernandez@pjc.com
Guides for the journey. Piper Jaffray & Co. Since 1895. Member SIPC and
NYSE. Learn more at piper affray.com. Piper Jaffray corporate
headquarters is located at 800 Nicollet Mall, Minneapolis, MN 55402
Piper Jaffray outgoing and incoming e-mail is electronically archived
and recorded and is subject to review, monitoring and/or disclosure to
someone other than the recipient. This e-mail may be considered an
advertisement or solicitation for purposes of regulation of commercial
electronic mail messages. If you do not wish to receive
commercial e-mail communications from Piper Jaffray, go to:
http: / /secure3.pjc.com/info3.aspx ?id =945 to review the details and
submit your request to be added to the Piper Jaffray "Do Not E- mail" list.
For additional disclosure information see
http:// www .pipedaffray.com/info2.aspx ?id =298
file: //G :\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/712005
Page 1 of 1
From: RWLamberton @aol.com
Sent: Sunday, March 06, 2005 9:48 PM
To: Steve Lillehaug
Subject: Traffic Policy
We are residents at 4108 Sunnyside Road and have been kept up to date on the traffic information and discussion from
our neighborhood liaison.
I was involved in the traffic discussions a couple of years ago which went no where.
My plea is this: make the Browndale bridge one way only. Have the one way going out of the country club area. I was
hit the other morning by a pickup truck that never stopped. He just kept right on driving into the country club area. There
was absolutely nothing I could do. Three cars were in front of me at the stop sign, I could not turn around and chase him,
he was driving too fast for me to track his license, looking in my mirror which was backward anyhow. I had two school
age children in the car with me and it was 8:15a.m. This two way bridge traffic with larger cars and truck traffic is creating
an extremely unsafe situation.
This area is becoming a very undesirable area to live in. We live near the stop sign at Arden and Sunnyside and the
traffic is uncontrollable, cars never come to a complete stop and the kids are unwilling to cross the street. What a sad
situation this traffic dilema has come to.
Please step up and make the bridge one way. At least that will force cut through traffic and neighborhood traffic to use
the light at Wooddale and 50th to enter the neighborhood.
Mary Lou Lamberton
file: / /G:\Infrastructure \Streets \Traffic \Transportation Commission \Correspondance\2005 Corr\Jan 6... 3/7/2005
March 7, 2005
Edina City Council
Edina City Hall
Edina, MN 55424
Dear Mr. Mayor and Council Members:
I urge you to approve the Transportation Commission Policy immediately and without further
delay. Traffic continues to worsen at a frightening rate. The Policy is a very helpful framework
that is critical so that neighborhoods can work together to solve the dangerous situations that
occur daily on our streets.
Thank you for creating and supporting the Transportation Commission. The Policy they
painstakingly developed benefited from resources across the continent and experiences from
dozens of cities across this land. The resultant wisdom is evident in the clear, methodical and
democratic framework proposed. All of us in Edina greatly appreciate their time and
commitment to this important issue.
I live in the Country Club neighborhood, and traffic is my #1 concern. What I love about our
part of town is the sidewalks, parks and kids — hundreds and hundreds of kids, most of them very
young. Friendships are instantaneous as they play outside — riding bikes, sledding, playing hide -
n -seek or football, or just chasing each other around. The increasing presence of thousands of
cars from far -away places, passing through at speeds well over the limit (with drivers often
distracted by their cell phones), threatens to destroy this tightly- woven, family area. We all live
in fear that something terrible will occur one day.
I live at Drexel & Sunnyside, and this afternoon had a typical experience. As I was coming out
of my driveway, a dark Passat (MN plate LVW 660) was coming into the neighborhood
southbound on Wooddale. Slowing to about 30 mph to go through the stop sign, the car
continued at speeds over 50 mph down Sunnyside, Edina Boulevard, Country Club and
Browndale through to 50`h Street. This is typical driving behavior that anyone can witness as it
happens throughout the day, every day.
I have friends who live on the far west side of Edina, Eden Prairie, St. Louis Park and even
Shakopee who, when I describe where I live, say, "Oh, I cut through there!" It is my hope that,
one day soon, our neighborhoods and city can be known for the quality, charm and character of
its neighborhoods once again, rather than for its convenience as a cut - through route for someone
who lives miles away and is avoiding highway gridlock.
Traffic is the #1 livability issue in the Country Club/Morningside neighborhoods, because the
entire area is swamped with other cities' traffic passing through our highly dense residential
areas. We have been patient over the past several years as the Commission did its work, but
now we are eager for the opportunity to proceed through a thorough, democratic process to
address these very solvable issues. Country Club and Morningside are not fighting about traffic
(we all have friends in the other neighborhood). Rather, we have a common enemy: the high-
speed, cut - through traffic of people who do not live anywhere near this area. The staggering
volume and shocking speeds of many of these new invaders are endangering the livability of our
once -calm streets, and literally threatening the lives of our many young children in the area.
My only suggested revision regards timing. Due to delays, this policy was not approved in the
Fall as initially planned. In Part III, Table 1, please adjust the schedule accordingly so that
neighborhoods do not need to wait yet another Year to begin using this policy. Step 1 should be
in September, Step 5c in March/April, Step 8a in September. Applications and recommendations
in the Fall allows plenty of time during the winter for deliberation and analysis, while testing and
implementation should be during the summer.
Please pass the Transportation Commission Policy without further delay, so that we may work
together with our neighbors to address the traffic threats we witness daily. Thank you for your
dedication and hard work fostering safe and livable neighborhoods in our City.
Sincerely,
Margaret & Jeff Hall
4500 Drexel Avenue
Kids: Madeline (9), Isabel (7), Christopher (4)
- - - -- original Message---- -
From: Thomas Amatruda [mailto: Thomas .Amatruda @NorthMemorial.com]
Sent: Tuesday, March 08, 2005 12:18 AM
To: Wayne Houle
Cc: Timothy.Sielaffeallina.com; Thomas Amatruda
Subject: edina traffic plan
Dear Mr. Houle:
Please communicate the attached letter to the Edina Traffic Commission and the
Edina City council. If you can, please forward email addresses for these
organizations in a reply to my email.
Thanks.
Tom Amatruda
4001 W. 48th St.
Edina, 55424
952 925 1385
See also attached file in Word.
Lynne Morishita, R.N., G.N.P.
Thomas T. Amatruda, III, M.D.
4001 W. 48th St.
Edina, MN 55424
952 925 1385
email: thomas.amatruda @ northmemorial.com
Edina Transportation Commission
Edina City Hall
4801 W. 50th Street
Edina, MN 55424
Dear members of the Edina Transportation Commission:
I am an Edina resident, residing at 4001 W. 48th St.
I wish to express my concern regarding the draft traffic plan, which has.been
reviewed, and is now under revision.
This plan, as presented, would have a significant adverse impact on our
neighborhood. My understanding is that this plan would allow for closure of
selected streets for traffic calming, specifically within the Country Club area.
We are familiar with the problems associated with high traffic, since 48th St
has become a major thoroughfare for cut through traffic. We have attempted to
slow this traffic through signage, and a stop sign, with limited success.
If the draft traffic plan is adopted as proposed, and streets are closed off in
Country Club, or Morningside, or Sunnyside, it is likely that cut through
traffic will increase on 48th St. As a result, we will be forced to petition to
close off 48th St., for the purposes of traffic calming.
It must be apparent, therefore, that a traffic plan which targets on limiting
the impact of traffic in a given neighborhood will cause increased traffic in
adjacent neighborhoods. The adjacent neighborhoods will then move to calm
traffic by street closures, until the entire city is in traffic paralysis. The
only way to prevent such an outcome will be to develop a plan with consensus
across the entire city, and to refine this plan through open, public hearings.
As difficult as this may be, it is the only equitable solution to the traffic
problem.
During the public meeting on this issue in 2001, several speakers proposed
measures to improve the flow on France Avenue and on 50th st., arterial roads
serving this area. Some of these have been adopted.
Perhaps additional measures along this line will allow for a flow of traffic
which is less disruptive to residential streets.
Please reply with your comments.
Sincerely,
Thomas T. Amatruda
Cc:
Edina City Council
Edina City Hall
4801 W. 50th Street
Edina, MN 55424
March 7,.2005
Edina City. Council,
As a proponent of the proposed Transportation Policy, I would like, to submit additional
information for consideration by the City Council at the March 8 work session. I would
like to provide an actual situation to illustrate the differences between the shortcomings
of continuing without a policy and the merits of the proposed policy.
In February, 2005, long -term residents Perry and Mary Mead appeared before both the
City Council and the Transportation Commission. The purpose of their attendance was to
discuss a traffic - related situation that occurred in their neighborhood in 2004, and pursue
any course of remedy available to them.
The Meads reside at the intersection of West 56`- and Woodland Circle in East Edina.
Last summer they arrived home to find the City had installed a stop sign in the right of .
way on their yard. The Meads were unaware that the installation of a stop sign was even
under consideration. Below, I have summarized key issues that are addressed by the
proposed policy that are not addressed in the absence of a policy (current situation):
Notification area
Public transparency
Democratic process
Impact area
Mathematical Minimum*
Mathematical Maximum*
Costs incurred by
Remedial action
W/O Policy
None
No
None
N/A
<1 % ? **
equal to math.mimmum
All Edina residents
None available
Pronosed Policy
Yes
Yes
Yes
Yes
19.5% (30% x 65 %)
100%
Benefit area
Yes
* Mathematical minimum/maximum for a study to commence is calculated as
follows: Percent of residents responding to survey times percent of respondents in
favor.of action.
** In the Meads situation, the percent of participation is unknown, but could
theoretically be less than 1 %. The proposed policy raises the mathematical floor to
19.5 %. It is important to recognize that the mathematical minimum is achieved in
the proposed policy only if 70% of surveyed residents CHOOSE NOT to respond,
after being solicited to do so. Although mathematically possible, the probability of
only 19.5% or 100% deciding the issue is highly unlikely. If by chance it did happen,
"checks and balances" of the policy such as Council review, could preclude the study
from moving forward.
I would like to express that the purpose of this example is not to pass judgment whether
or not a stop sign should have been installed. In addition, it is not intended to find fault
with the City engineering department. Rather, this situation specifically illustrates that
without a policy, our City's traffic- related decision - making process has not been
formalized. The proposed policy provides a "fact- based" framework from which the
decision - making process can proceed in an orderly and publicly transparent manner.
The proposed traffic policy, like any policy is not perfect. However, it is very similar to
numerous other polices that are accessible in the public domain. In fact, there is nothing
in the proposed policy that you will not commonly find in many, many current policies.
They have withstood the "test of time ".
Policies need to be periodically reviewed and modified, as the City is currently doing
with respect to its assessment policy. Ironically, the proposed policy specifically
addresses many of the concerns that opponents to the policy have raised (i.e. Adequate
notification area)! Thus, I am at a loss as to why they actually oppose this proposal? It
may not go as far as they would like it to, but it clearly takes us closer to our goal
(proponents and opponents alike) as a community.
I would also like to comment with respect to the failed motion to pass the proposed
policy, but with a two -year moratorium for the Momingside and Country Club
neighborhoods. While I fully expected some residents to deviate from a discussion
concerning POLICY during the March 1 Public Hearing, I was dismayed that it continued
at the Council level and culminated in a related motion. I believe that even ETC
Commissioner Bennett, who has fought so gallantly under the idealism of
"inclusiveness ", would certainly have opposed this motion to "exclude" Country Club
and Morningside.
Obviously, policy opponents have succeeded in propagating the falsehood that the
proposed policy pits "neighborhood against neighborhood ". I take exception to this
divisive positioning. If you've listened to proponents of the policy, not one speaks
"against" any neighborhood, including Momingside. In fact, the opposite is true; many
proponents have great admiration for Morningside's grass roots organization and
neighborhood activism (i.e. Morningside's Centennial Celebration). As my mother
instilled in me ...... it takes two to fight ..... if one chooses not to fight, then there is not a
fight.
Policy proponents are pro - neighborhood, all neighborhoods, and not just our own. We
are concerned about excessive traffic speeds, volumes, and stop sign non - compliance
(SAFETY and LIVABILITY). Proponents (including CC residents) do not want to stop
other Edina residents (including Morningside residents) from using City streets. We
simply want to "filter" some of the non - residential traffic.
Many policy proponents have proactively sought out policy opponents to find a common
ground. Although we may have fallen short thus far, we will continue to initiate this
dialogue in an attempt to pursue a mutually- acceptable solution with reasonable, yet
effective traffic- calming measures.
There is some truth to the statement that the traffic problem in NE Edina cannot be
resolved to the satisfaction of i°all (100 %) of Edina residents ". But that certainly
doesn't mean the problem is not solvable. At least empower the city
engineers with the opportunity to try.....something that apparently has never been
allowed or attempted. No one is expecting miracles, but we will never know unless we at
least try. To make an attempt and fail is one thing, but to never even try is simply
inexcusable. Please pass the proposed policy as submitted by the Edina Transportation
Commission. Thank you.
Respectfully submitted,
Keith Wolf
4600 Wooddale
March 8, 2005 Hand Delivered
Dear Mayor Hovland and Council Members:
The Steering Committee of the Morningside Neighborhood Association greatly
appreciates the time you spent hearing concerns of the community at the public
hearing on the Edina Transportation Commission Policy March 1, 2005. Several
important issues were brought forward that we anticipate will be discussed at
your work session on March 8. We understand these issues to be:
• Definitions of "benefited area" and "impacted area"
• Geographic area for notification purposes
• How "benefited area," "impacted area" and geographic area for
notification purposes will be distinguished in matters of traffic calming for
volume control as opposed to traffic calming for speed control
• Definition of "cut- through" traffic
• Consistency of the draft policy with other city policies, including the Edina
Transportation Plan and the City of Edina Vision 20/20
• How the policy will address the issue of adverse consequences of traffic
calming on public safety
• Agreement necessary to advance a requested traffic study or test
installation
• The policy's role in city planning efforts
• Identification and ranking of transportation issues so that procedural
evaluations and choices are made objectively and are consistent with the
priorities and values set forth explicitly in the policy
Again, we thank you for your time and effort on this policy on behalf of all Edina
residents.
Sincerely,
Members of the Morningside Neighborhood Steering Committee
Kristi Anderson
Joni Bennett
Mary Carte
Tim Frederick
Jonathan Gross
Jennifer Janovy
Tim Rudnicki
Jeni Shoemate
Mark Valgamae
April Veit
Gene Veit
Kristi Anderson
4140 West 44`h Street
Edina, MN 55424
March 8, 2005
Edina City Council
Edina City Hall
4801 West 50P Street
Edina, MN 55424
HAND DELIVERED
Dear Mayor Hovland and City Council Members Housh, Hulbert, Masica and Swenson,
Thank you for your March 1 determination to review the final draft of the Edina
Transportation Commission Policy, to make changes in order to produce a "better
product ", and to extend the deadline for public comment.
I have set forth some of my comments regarding the final draft of the Edina
Transportation Commission Policy below. Broadly, they fall into three categories: (1)
clean up of definitions in the document; (2) substantive matters for consideration; and (3)
concerns with the operation of the Edina Transportation Commission. My comments
should be considered in the following context: I attended the regular meetings of the
Edina Transportation Commission on June 24, 2004, July 22, 2004, September 23, 2004,
October 28, 2004, the December 7, 2004 joint meeting of the Commission and the City
Council, the January 6, 2005 special meeting of the Commission, all in their entirety, and
the Public Hearing portion of the March 1, 2005 City Council meeting, as well as a
portion of the December 9, 2004 special meeting (Open House).
CLEAN UP OF DEFINITIONS IN THE DOCUMENT: Prior to revision of the draft
Policy at the January 6, 2005 COMMISSION meeting, I performed an exercise utilizing
Adobe Reader 7.0 whereby I searched the entire document for each term found in
Appendix A - Definitions ( "Definitions ") of the Policy and, in essence, indexed the
document. I have not done this with the final draft Policy in that so few changes (see
below) were made to arrive at the final draft that such an exercise seemed unwarranted.
Based on my search of the document, the following thirty -two definitions appear only
once in the entire document, in the Definitions. In other words, these terms are defined in
the Definitions but not used anywhere else in the Policy. Either the terms should be
considered for removal from the Definitions or relevant text should be added to the
Policy to warrant their inclusion:
Circulator Service
Guide Signs
Infrastructure
Metropolitan Urban Service Area (MUSA)
Under the definition of "A" Minor Arterials
Relievers
Expanders
Connectors
Augmenters
Municipal State Aid (MSA) Route
Non -Local Traffic
Off -Peak Period
Person Trip
Photo -radar Speed Enforcement
Photo -Red Light Enforcement
Platoon
Regulatory Signs
Roadway Striping
Signal Preemption
Under the definition of Speed
Advisory Speed
Design Speed
W- Percentile Speed
Posted Speed
Speed Zone
Under the definition of Traffic Signal Control Systems
Fixed Time
Semi - actuated
Interconnection (The word "interconnections" can be found on p. 5 in the
second paragraph under the heading "Pedestrian/Bicycle" but I do not
believe it is used as the defined term.)
Optimization
Real -time Adaptive Control
Transportation Comprehensive Plan
Transportation Policy Plan
Volume -to- capacity Ratio (v /c)
Warning Signs
In addition, the following twelve defined terms are found only in the Definitions. They
are defined and included in other definitions, but not used anywhere else in the Policy.
Corridor Studies (found only in its own definition twice)
Level of Service (as related to highways) — (this can be found in the definition of
"Corridor Studies ")
Major Street (found also in definition of "Minor Street ")
"A" Minor Arterials (found also in its own sub - defined terms "Connectors" and
"Augmenters ". The term "minor arterial" is also found twice in this section and
on p. 3 in paragraphs 3 and 5 under "Roadway Function and Access"
Minor Street (found also in definition of "Major Street ")
7.
Peak Hour (found twice in its own definition)
Peak Period (found also in the definitions of "Off -Peak Period ", "Peak Period ",
and "Transportation Demand Management (TDM) ")
Regional Blueprint (found also in the definition of "Metropolitan Urban
Service Area (MUSA) ")
Right -of -Way (Assignment) (found also in the definition of "Expanders" under
" "A" Minor Arterials ")
Statutory Speed under "Speed" (found also in definition of "Speed Zone ")
Street Closure (found also in the definition of "Cul -de- Sac "; "Partial Street
Closure" is found on p.17 under "Volume Reduction Traffic Calming Measures"
and on p.18 and on A-4 in its own definition)
Vehicle Trip (also found three times in the definition of "Transportation Demand
Management (TDM) ")
To make the Policy more accurate, informative and useful to the public and the decision -
makers, forty -four of the existing seventy-eight terms could be eliminated from Appendix
A - Definitions.
Conversely, the following six terms are all found on p. 17 of the Policy as well as in
Appendix B, on the pages indicated, but they are not listed in the Definitions. These
should be considered for inclusion in the Definitions or for removal from the Policy:
Neighborhood Traffic Safety Campaign (B -2; B -24)
One -way streets (B -3; B -27)
Pavement Striping (B -3; B -29)
Stop Sign (B -2; B -25)
Traffic Signal (B -3; B -28)
Transportation Restrictions (B -3; B -26)
In addition, one of the changes agreed to by the Commission at its January 6, 2005
meeting was to include somewhere in the Policy a guideline for local streets of 1,000
vehicles per day. The way this was manifested in the final draft, I believe, was by virtue
of adding the defined term, "Functional Classification (of Roadways)" to the Definitions
at p. A -2. I am unaware that any text relevant to this definition was added to the Policy
itself. I have been unable to perform an additional Adobe Reader search of this defined
term, as I have been unable to access the Policy online for more than a week. (I advised a
young man in the Engineering Department of this on Monday, February 28 when I picked
up a hard copy of the document. I advised Steve Lillehaug of this problem by email on
March 3, and it is my understanding that he is attempting to correct it.) If there has been
no text added to the Policy regarding this term, it should be considered now. The
definition of "Functional Classification (of Roadways)" should be reconciled with
other Appendix A terms such as "Collector Street ", "Local Street ", "Major Street ",
"Minor Street ", " `A' Minor Arterials ", "Relievers ", "Expanders ", "Connectors ",
"Augmenters ", "Principal Arterials" and "Vehicle Trip ". See Commissioner
Bennett's Minority Report at p. 10.
SUBSTANTIVE MATTERS FOR CONSIDERATION
I have read the Policy twice in its entirety and have read different sections of it more than
twice. I do not claim to be extremely well versed in the Policy. In fact, I find it difficult
to follow. I have also read Commissioner Bennett's Minority Report. Based on that
report and Commissioner Bennett's presentation at the March 1 Public Hearing as well as
her offerings for contribution to the Policy during the Commission meetings I attended, I
would recommend that her thoughtful and well- reasoned critique of the Policy be used as
starting point and framework for revising the Policy.
1. Reconcile the definition of `Benefited Area" in the Definitions with the definition
on p. 12 and with the term "Assessed Area ".
2. Revise the definition of "Impacted Area" by eliminating the sentence,
"Inconvenience caused by limitation of access is not considered to be a negative
impact under this definition ". Commission Chairman Richards said at the March
1 Public Hearing, "Let's say we're gonna close down the Browndale Bridge.
Now what idiot is gonna send out notification in a 200 foot radius? I submit to
you, you ought to take him or her right off the Commission right now, no further
discussion. Clearly, that's gonna impact the whole city." My read of the Policy is
that such notice would not have to be given because of the definition of "Impacted
Area" and because such notice is entirely discretionary. Also, shouldn't
businesses, as well as households, be included in this definition as they are
contemplated in the idea of `Benefited Area" (see p. 12)?
3. See Commissioner Bennett's Minority Report at p. 6 — 8 for reconciliation of
terms and determination of appropriate geographic area for notification purposes.
Also, determine how geographic area for notification purposes will be
distinguished in matters of traffic calming for volume control as opposed to traffic
calming for speed control. This should not be discretionary. At the March 1,
2005 Public Hearing, one Council member suggested notification to the entire
northeast quadrant of Edina in certain instances. I would support this proposal.
In addition, I think provision for triggering notification to the appropriate city
department of neighboring municipalities should be included when the actions of
the City of Edina will have an impact on residents of other cities. The
neighboring municipalities could make the determination of which residents to
notify for response back to that city; the two cities could then communicate
further on the matter.
4. Require a consensus (seems to necessitate concord or harmony of agreement) to
advance a requested traffic study or test installation.
5. Replace the Policy definition of "Cut- through Traffic" with the definition found
in The City of Edina Vision 20/20, which Commissioner Bennett points out, in
her Minority Report, is consistent with the Federal Highway Administration's
General Objectives for Traffic Calming.
19
6. Revise identification and ranking of transportation issues so that procedural
evaluations and choices are made objectively and are consistent with the priorities
and values set forth explicitly in the Policy. See statement of Jonathan Gross at
March 1 Public Hearing.
7. Determine how the Policy will address the issue of adverse effect of traffic
calming on public safety.
8. Attempt to achieve consistency between the Policy and other City policies
including the Edina Transportation Plan and the City of Edina Vision 20/20, and
set out the intended hierarchy of the various policies in the event discrepancies are
found.
9. Determine and delineate the Policy's role and the Commission's role in city
planning efforts. See Commissioner Bennett's Minority Report at p. 10.
10. Flesh out the issue of assessment to property owners for any government
sponsored interventions that result in improvement /increase to property values.
Also, research the law with respect to whether or not the converse situation
(property owners suffering a loss in property values attributable to government
sponsored intervention) could result in City compensation to such property
owners.
11. The Policy should set forth the process or lack thereof for appeal to the
Commission and/or the City Council.
12. The Council should consider whether or not it's good policy to have the cost of
traffic studies that do not result in implementation absorbed by taxpayers.
I would like to point out that items 3 and 4 above have been the subject of fairly lengthy
City Council discussion prior to March 1. In reviewing the tape of the July 17, 2001 City
Council meeting, I found that the Council specifically discussed the fact that a proposal
for street closure, for example, must first achieve consensus within the neighborhood.
The Council also discussed the necessity of, and its commitment to, ensuring that all
impacted parties receive postcard notice even if the number of such impacted parties was
as many as 1,500.
CONCERNS WITH THE OPERATION OF THE EDINA TRANSPORTATION
COMMISSION
As noted above, I've attended a number of meetings of the Commission. As a resident of
the northeast quadrant — of Morningside in particular — since 1999,1 remember the
controversy surrounding efforts by some residents to put forward a plan involving street
5
closure and establishment of one -way portals (including the Browndale bridge portal at
50`x) in the Country Club neighborhood in 2001. A number of people, beginning with
Commission Chairman Richards, referenced or spoke to this history at the March 1
Public Hearing. In the context of that history, I am setting forth concerns I have with the
process of the Commission which has led us to the Public Hearing and the extended
written public comment period. And, in doing so, I would like to take issue with a
number of assertions set forth in the "Transportation Commission Policy Quick Facts"
sheet ( "Quick Facts ") distributed at the March 1 Public Hearing.
I take issue with the entire answer given to the Quick Facts question, "How was the
policy developed ?" First, the Commission did not draft the Policy. (See the minutes of
the June 24, 2004 Commission meeting which state: "...the Commission will continue
to review the staff prepared draft Transportation Plan .:. ").
I also take issue with the Quick Facts assertions that "all residents had a hand in shaping
the policy ..." and that " ... the ETC revised the draft policy based on comments
received ... ". At the December 9 Open House, 29 people addressed the Commission.
At the January 6 meeting, Steve Lillehaug stated that 170 items of public comment had
been received regarding the Policy. (At the March 1 Public Hearing, he stated that over
200 items had been received.) And yet, at the January 6 meeting, the Commission made
only three or four changes. See attached copies of pages 12, 13 and A -2 of the Final
Draft Policy. At the beginning of that meeting, Chairman Richards stated that the
Commission likely failed in some way because there was a misperception out in the
community; he reiterated at that time that the Commission had never talked about street
closure or traffic diversion. Commissioner Thorpe then accused Commissioner Bennett
of being the source of this misinformation and charged her with clouding public opinion.
Commissioner Bennett asked Commissioner Thorpe to identify specific misinformation,
but Thorpe was prevented from answering when Chairman Richards raised his arm in
front of Thorpe and stated that they were not engaged in a debate. Thus, left
nonspecifically characterized as misinformed, the public comment —170 items
received over the course of the holiday month — was dismissed and disregarded by
the Edina Transportation Commission. Interestingly, the changes made at the January
6 meeting affords minimal agreement (19.5% of those in a benefited area to proceed in
the petition -to -study phase of an NTMP study) and fails to define impacted area, for
purposes of the survey -to -test phase, leaving it to the discretion of the very same
Commission that has dismissed as misinformed the public comment requesting
greater inclusion! At the March 1 Public Hearing, Commissioner Thorpe indicated that
public comment had been handled by this Commission in the same fashion as by other
commissions. This concerns me and I hope it concerns you, too.
On March 1, Chairman Richards, referring to the Commission stated, "We are good
listeners and anybody who's followed these meetings knows that we've listened to
everybody." That has not been my impression. I believe the Commission meetings were
conducted in an atmosphere intolerant of discussion and debate. My recollection of the
January 6 meeting is that not a single specific item of written or oral comment was the
subject of discussion among commissioners although Commissioner Bennett did attempt
6
to discuss the specific comments submitted by Sharon Gregoire. I have a copy of that
letter and I would recommend that you read it: Ms. Gregoire writes, "Thank you for your
hard work on the proposed Transportation Policy. I have spent hours reading it
thoroughly and more hours typing these suggestions. Please consider them carefully. I
know it is long but I have put forth a considerable effort. Please respect that effort and
read the entire report." Her letter also contains 32 enumerated suggestions regarding the
Policy; in item number 3, for example, she notes an inconsistency in use of the terms
"through traffic" and "cut- through traffic ". (See attached letter.) My recollection is that
when Commissioner Bennett attempted to discuss this letter, Chairman Richards
concluded that Ms. Gregoire's comments simply constituted matters of stylistic
difference, and it was not discussed.
The minutes of the December 9 Open House state, "Chairman Richards thanked the
residents for participating and told them that their comments will be taken into
consideration. He assured them that citizens' input is very important, however, this does
not mean that their input will always be adhered to." What does it mean? On behalf of
the other 199 citizens who submitted comment, I honestly would like an answer.
In response to the Quick Facts question, "What will happen if the City Council approves
the policy?", the city answers, in part, "The policy will be circulated widely so the
residents and the business community are aware of the opportunities and limitations that
the policy provides, thus enabling all interested parties to voice their concerns and issues
with full knowledge." 1 would like to point out that no copies of the draft policy were
made available at either the December 9 Open House or the March 1 Public Hearing. As
I noted above, I have been unable to access the Policy on the city's website for more than
a week. Why wait until the policy is adopted to circulate it to the public? Should we
believe that the Commission might actually consider any voiced concerns after its
adoption? (Also, please see my comment above about notifying businesses.)
The Quick Facts question, "Does the policy identify and address specific
neighborhoods?" is answered, "No. The policy was not created with a specific
neighborhood in mind." Methinks they doth protest too much! Given the contentious
history of the traffic issues /proposals /studies, the inclusion in this Policy of sentences
like, "Inconvenience caused by limitation of access is not considered to be a negative
impact under this definition." found in the definition of "Impacted Area ", and that the
only required "consensus" is a net 19.5 %, one who has been present and who has
followed these proceedings would be hard pressed not to conclude that it is as if portions
of this Policy have been crafted with the specific intent of enabling Country Club
proponents of street closure to clear the hurdles that were too high in the past (lack of
consensus and overwhelming opposition from many who stood to be negatively
impacted). And that such provisions have been included irrespective of whether or not
they create good policy. People are not rushing to judgment or prejudging the
Commission as asserted by Chairman Richards last Tuesday. They are, rather, viewing
this Policy in an historical context. If the staff and the Commission desire a level of trust
among the public, they must first earn it.
7
I sincerely thank you for your time and effort in listening to and considering the lengthy
citizen input at last Tuesday's Public Hearing and for your stated desire of creating a
"better product".
I apologize to each of you for the length of this letter. I hope you will find it helpful.
Sincerely,
sti Anderson
Attachments
�V
,The purpose of the petition -to -study is to determine the level of agreement among the
.. _ problem they ant to address The o
tiehtin-
efted area's residents regarding ro w
the ^
costs of the improvement It is . used only to deterrune : if the' residents °'v�nthit%`. the
be�fe Ate d; area` <agre6 with the issue that bas been requested Yoe lie adi iissetl City staff
prepares the petition, describing the problem and the procedures to be followed if a study
-is undertaken. The City then circulates the petition. Each household is entitled to one
signature. Property owners not living in the study area are not.included in the petition -to-
study process. To proceed, amtnimom'af 30% of all:`surveys" must'be retuned' with 65%
The applications and petitions -to -study are presented to the ETC and the City Council.
The City Council must order the plan development for the study to move forward to step
4.
4. Plan Development
Based on direction from the Council, the NTMP study moves forward. The NTMP is
reviewed by the City's Fire, Police, Public Works and Engineering Departments, and by
transportation agencies including transit and schools.
The ETC then holds a public meeting for the neighborhood and general public to inform
residents of the proposed project, to describe the NTMP process, and to gather additional
information about the traffic problems and related neighborhood needs.
Plan development consists of the following steps:
• Assessment of problems and needs
• Identification of project goals and objectives
• Determination of the - benefited area and impacted area
• Identification of evaluation criteria
• Establishment of threshold criteria (on project -by- project basis)
• Development of alternative plans /solutions
The first two steps are accomplished through public meetings, neighborhood association
meetings, and ETC meetings. Additionally, City staff prepares a survey -to -test describing
the proposed project and calling for a temporary test installation. Staff then circulates the
City of Edina Transportation Policy 12 FINAL DRAFT — January 6, 2005
4urva -to -test within the defined Ored -{. impacted area, }which;+ ia:. defined” Ii j thi
Tm sportat on Commission.
„ 4. Each household and business is entitled to one survey. The
survey is evaluated and City staff members prepare a trial installation plan. The City
proposes solutions based on the citizen responses and sound engineering principles.
Possible criteria, solutions and their impacts are evaluated by the ETC, City staff and
other affected agencies.
5. Test Installation
The NTMP is presented to the ETC and the City Council. If recommended by the ETC
and approved by Council, the test will be installed for between 3 and 12 months. If the
City Traffic Engineer _finds that an unforeseen hazard is created by the test, the test
installation may be revised or removed.
6. Project Evaluation
Following the test period, the City evaluates how well the test has performed in. terms of
the previously defined problems and objectives. The evaluation includes the subject street
and streets affected by the project, and is based on before -and -after speeds and volumes,
impacts on emergency vehicles or commercial uses, and other evaluation criteria
determined during step 4. If, in the evaluation, desired improvements in quality of life are
not met to the satisfaction of the ETC and City staff, the traffic plan may be modified and
additional testing conducted.
The final test results are reviewed with the ETC, area residents, and relevant City staff,
and the information is distributed during the survey stage.
The City will not forward a project to the next step if the test results show it may be
unsafe or it violates NTMP policy or other City policies or regulations.
7. Survey
To forward the project to the stage where permanent implementation is approved (step 8),
a survey From households, businesses and non - resident property owners within O=4
s e 4ea_{ tt a :impacted area's is obtained through a mail survey administered by the
City. The ETC then holds an open house for the neighborhood to update residents about
the proposed project.
City of Edina Transportation Policy 13 FINAL DRAFT — January 6, 2005
Feasibility Report — A report analyzing the recommended type of construction, the
estimated construction cost, estimated engineering cost and the estimated assessment.
Forced Turn Islands — Small traffic islands installed at intersections to channel turning
movements. (Forced turn barriers, diverters.)
Functional Classification (of Roadways) — In accordance with the City of Edina
Transportation Plan (March 1999), the City has adopted the Metropolitan Council's
functional classification system designation and guidelines for use in the City's roadway
system Functional classification involves determining what role each roadway should
perform and ensures that certain transportation and non - transportation factors are taken
into account in the planning and design of roadways. A complete description. of the
&nctional classification system criteria is found in Appendix D of the Transportation
Plan (March 1999). The following criteria lists typical vehicle volumes carried on
roadw ays:
erincipal Arterials: 15,000 to 200,000 vehicles per day
Minor Arterials: 5,000 to 30,000 vehicles per day
Collector Streets: 1.000 to 15.000 vehicles per
Local Streets: Less than 1,000 vehicles per day
Gateway Treatment — Treatment to a street that includes a sign, banner, landscaping or
other structure that helps to communicate a sense of neighborhood identity.
Guide Signs — A sign that shows route designations, destinations, directions, distances,
services, points of interest, or other geographical, recreational, or cultural information.
Impacted Area - Area for a project that is defined as those residences along local
residential streets that are positively or negatively impacted by excessive through traffic
volumes and speeding, or that may be positively or negatively impacted by proposed
traffic calming. Inconvenience caused by limitation of access is not considered to be a
negative impact under this definition.
Infrastructure — Fixed facilities, such as roadways or railroad tracks; permanent
structures.
Level of Service (as related to highways) — The different operating conditions that
occur on a lane or roadway when accommodating various traffic volumes. It is a
qualitative measure of the effect of traffic flow factors, such as speed and travel time,
interruption, freedom to maneuver, driver comfort and convenience, and indirectly, safety
and operating costs. It is expressed as levels of service "A" through "F." Level "A" is a
condition of free traffic flow where there is little or no restriction in speed or
maneuverability caused by presence of other vehicles. Level "F" is forced -flow operation
at low speed with many stoppages, the highway acting as a storage area.
Local Street — A roadway that connects blocks within neighborhoods.
City of Edina Transportation Policy A -2 FINAL DRAFT — January 6, 2005
To: The Edina Transportation Committee
Re: Proposed Policy
Dear Committee Members:
Thank you for your hard work on the proposed Transportation Policy. I have spent hours
reading it thoroughly and more hours typing these suggestions. Please consider them carefully.
I know it is long but I have put forth a considerable effort. Please respect that effort and read the
entire report. Thank you.
Considering how volatile this issue is, you need to reassure people that the ETC and City
Council will base decisions only on facts, not perception. This is easy to do. When dealing with
traffic you are dealing with volume & speed issues. These are numbers and numbers are facts..
The City already has numbers relating to volume & speed on streets that they've gathered over
the years. This information MUST be made readily available to the citizens in order to keep
emotions in check. By seeing the numbers, everyone will start with the same factual reference
points when discussing traffic concerns. Put that information on the web in an easily read chart.
Also, you refer to many City codes in your report. Again, put those codes on the web, or in the
appendix of the report, so people can reference them.
I believe it is important for government to be accessible to the average citizen. For this to
happen, policies need to be written so that people can easily understand them. With that in mind
I recommend the following changes in wording, and/or sentence structure. Also, I believe more
words should be included in the Glossary. Clearly defining terms in the glossary will go a long
way toward convincing people that policy will be based on facts rather than a few people's
perceptions.
1. On page 2, in the Introduction, the 2°a sentence begins... "The purpose of this policy
is... " It is unclear if you are referring to ETC's proposed policy that -the reader is
about to read, or if you are referring to the Edina Transportation Plan.
2. On page 2, in the 2d paragraph, the I't sentence, "The City of Edina Transportation
Commission Policy `implements' the purposes & objectives of the ETC....." It is
unclear to me what you mean by "implements ". Perhaps you could use a different
word. Also, you refer to "Section 1225 of the City Code ". I believe it would be
.helpful to understanding your policy better if this "Section" was included in the
appendix of this report. r.ncA,
3. On page 2, under Roadway Design, #2, the word "warranted" should berincluded
in the glossary; #4, the word "residential" should be defined & included in the
glossary and "through traffic" should either be changed to "cut- through traffic" since
you do have that term in the glossary, if that is what you mean.
4. On page 3, #1 "....when warranted." again needs to be defined. I suggest defining it
in terms of numbers and a formula, rather than a perception of need.
5. On page 3, #2, "Provide `logical' street networks... " is a sound idea but by whose
logic will the networks be governed? Your idea of a "logical" path may not be mine. Sec
6. On page 3, #3, "Adequately `control' access points... in terms of driveway openings
& side street intersections." The word "control ", when applied to driveways, appears
to mean "limiting" driveways. If that is true, then, to be consistent, your intent would
be to "limit" side street access to the regional highway system. If that is what you
mean, then you should use the word "limit" so as to be truthful and clear in your
intentions. I would also encourage you to replace the word "roadway" with the word
"highway" as that more clearly defines what you are talking about. Finally, the
premise that controlling or "limiting" access to regional highways may not seem
"logical" as proposed in item #2.....hence the need for clarity on these words.
7. On page 3, #4, "....need for access to `land "' is unclear. Is "land" the same as
"private property".? If so, I believe that term would be more understandable.
8. On page 3. #5, "... intra -area trips..." and "...regional trips..." need to be defined.
How far does one drive to qualify as making an "intra -area" trip or "regional" trip?
Further, what does "... serving regional trips.." mean?
9. On page 3, #6, "... conflicting uses..." needs to be defined. What are they?
10. On page 3, #7... I have no idea what that sentence means, and, I would bet, few other
people do either. Please clarify.
11. On page 3, #9 "... campaigns that focus on individual responsibilities to each other..."
is an admirable idea. However, to do this you would have to make value judgments
that some may not consider to be within the realm of government. You could still
educate the public on vehicle operations as proposed.
12. On page 3. #11. Again, "non - local" needs to be defined If I live 6 blocks from an
intersection am I a local? Who is a "local" and who is a "non - local"?
13. On page 4. The items under Roadway Maintenance and Operation are written as if
the ETC will be doing more than advising. Please rewrite them to clarify how much
power the ETC will have in making decisions about maintaining roads. Also, under
#2, if you were to insert the words "to promote" after "Continue" the sentence would
be more easily read.
14. On page 5. #3 and #4 are turned around #4 ...... identifying parking based on needs."
should be done first, then #3, "Find location of an additional Park & Ride facility... "
And, again, if you refer to a "... City Code, Section 850.08.." please include that in
the appendix for readers to reference.
15. On page 5. #5... please explain your reasoning behind this recommendation. Why
should citizens of Edina be interested in allowing commuters to park in city owned
ramps? How would that help our traffic problems?
16. On page 6. #3... Again, this sentence makes no sense. I think the word "roadway" is
distracting. Using "highway" would be better. Even so, how will the ETC "support"
government jurisdiction?
17. On page 7. 2nd paragraph, "....the City Council established the guidelines by which
decisions regarding transportation facilities are made... ". In my mind a "facility" is a
building. I'm not sure what you are trying to say here. Can you clear this up?
18. On page 8, 3'd bullet point under Long Term.... I think quarterly meetings would be
better than yearly. This would address people's concerns that the ETC is inaccessible
to the public.
19. On page 8, under Sources of Funding, you refer to the Transportation Plan. Again,
please include it in web if the reader can
20. es 10 11 the wording regarding all the different petitions & surveys ' very
C ageable. Please consider changing "petition -to- study" to simply "pets ",
urvey -to -test" to simply "survey ". Furthermore, there is no explanatio why
ve established the timeline of accepting & acting on applications on year.
an't people present an application at any time during the ye
21.0n- .. a study opens the
city to harassment by any person so inclined, thus using up valuable tax dollars and
personnel time in deali 4wi son. I would like lion eliminated and
changing that wo g to "..:studies can be requested by any g p of citizens
who are able collect 100 signatures in support of their request. Only one
signature p address, within 4 blocks in all directions of the ar of concern,
will be acce ted." I calculated the number 100 by countin ouses/block (both
sides of the s and multiplying that by 8 each way). This would include
almost 3/4 of the a is a cross street nearby, an additional 128 houses
would be available for signatures. Therefore, I believe getting 100 signatures is
reasonable. It also makes people think about t it commitment to the idea before
getting a couple of neighb ier and dashing o ' a r st for a study.
22. On page 11, #2, a lis 4 & 6, you use the words "..study equestors.. ". This is
unnecessary j on. Rewrite it to read...." The City notifies people who
requested, a st f the status...."
23. On page 12, in the first paragrap .....The "minimum" area of "... one block in all
directions.." should be increased to a "minimum" of 6 blocks. Also, in the last
paragraph on that page, ".....residential streets within an area approximately 1 block
from the project..." should be increased to "...approximately 6 blocks from the
proiect."
24. On page 13, Another surve ... li purpose of each s needs to be explained on
each survey so that re ' nts do not toss surveys aside beli ving they are simply
information the ' g tools. If a decision will be made ed on the survey, the
importance of r the survey, on tiro be communicated in bold letters
on the survey.
25. On page 14, #2, Please re -write for clarity. For example: All of the following criteria
j for Minimum Distance must be meb re a ing device will be eligible for
installation.
26. On page 14, Un -Access.... how "adequate" will turn around space be? Big
enough foraffExcursion to turn around in? ut a hook & ladder truck? A
VW bug? lease clarify.
27. Page 18, Ben a is different from an area that would be affected by any
change in volume or speed of cars. Please clarify. Also, under the first bullet point,
the words hi he ou ere ng the "whichever is less"
option crest de on a distance and use it in al umstances.
28. Pa ere A- a nitions: Collector Street.... "Roadways that are desi ted .." by
w ?- And, again, can the City of Edina Comprehensive Plan erred to be
iii uded in the appendix or on the site, please note that the
information is available them. --
29. Page A -1• Cut - through ..... "Traffic that intrudes... " The word "intrudes" is
subjective and infl ry. The definition is adequate wit ut that word. Delete
the word "intru and rewrite the sentence to simply read..... `Traffic moving into
a residenti ubd'vision in order to avoid....." Also, in order to y define cut -
through affic, you must define "....a residential subdivision...". For example, if the
Co
un Club "residential area" is bounded on the north by 44h t., does someone
livin on the north side of 44th St. and Wooddale Ave., who ves down Wooddale
to get o the park at Wooddale & 50`b St. commit a "cut- thr gh" traffic violation,
even th that would be the most "logical" route? # S 30. Page A -1. Loc ... eighborhood or area." boundaries
begin & end? How is a driver to know s/he has crossed a boundary?
w �
31. In general, please use common words that people understand and use them
consistently. Using the same words. consistently helps people understand what they
are reading when trying to comprehend a lengthy and complicated issue. Use
"highway" not "roadway" and do not interchange neighborhood street or area and
residential street or area .... pick one way to refer to the idea and stick with it.
32. Finally, (I bet you thought I'd never say that) when you buy a house it is a buyer
beware situation. This includes researching the neighborhood you want to buy into.
Perhaps you might . recommend that houses sold in Edina have a "truth in traffic"
clause that refer§ to volume.& speed on the street they are considering. Or, a clause
directing them to a web site for information regarding those issues.
Again, thank you for this opportunity to critique your work. I hope this has helped you in some
way.
Sincerely,
a A7a61--1—
Sharon Greeire
5101 W. 44 St.
Edina, MN. 55436
cc:
Joni Kelly Bennett
Dean Dovolis
Warren Plante
Fred Richards
Marie Thorpe
Les Wanninger
Jean White
Dennis Maetzold
Mike Kelly
Jim Hovland
Linda Masica
Scot Housh
Steve Lillehaug
Saturday, March 05, 2005
Edina City Council
Edina City Hall
4801 West 5Yh Street
Edina, MN 55424 Hand delivered
Dear Mayor Hovland and Members of the Council:
This letter and the attached report are in direct response to Mayor Hovland's request that I
follow up my comments made during the March 1 Transportation Commission Policy
Public Hearing with a letter describing my suggestions for modifications to the Scoring for
Ranking formula described starting on page 15 of the Final Draft dated January 6, 2005.
My suggestion for a rebalanced formula is in section 4 on page 6 of the report I
greatly appreciate your invitation to provide these comments to you and the Council as an
extension to my letter dated December 26, 2004 previously submitted during the
Commission's public comment period.
The basis for my comments is that under the aegis of flexibility the Commission has
created a policy that is essentially arbitrary is its decision - making processes. While I
acknowledge the need to accommodate exceptions, exceptional cases should be just that:
situations outside those anticipated by the policy. Isn't the City Council concerned about a
policy that identifies no issues and sets no quantitative or qualitative guidelines? Such a
policy provides no guidance in resolving the complex transportation issues that are
increasingly important to the citizens of Edina.
I opened my comments at the Public Hearing with a chart summarizing the laudable
objectives stated by the Policy in the Introduction on page 2:
Guide the ETC by.
1. Identifying and Evaluating Issues
2. Prioritization of Projects and Improvements
3. Encouraging Public Input
4. Basing Decisions on Factors that are:
• Quantitative
• Qualitative
• Objective
With all respect to the Commission, the Final Policy as it exists represents the antithesis
of the stated objectives:
1. Identifying and Evaluating Issues - Chair Richards stated at the Hearing that
the Commission identified no issues. In an effort to keep the Policy flexible, the
Commission instead intended to create a Policy Framework within which
transportation issues could be identified. Calling it a framework does not make
it so, and a careful reading of that section of the Policy reveals that the bulk of it
is a restatement of selected portions of the Edina Transportation Plan which,
while it identifies a series of commission functions and road design goals, it does
not either explicitly define transportation issues or provide for a procedure by
which the Commission will define those issues. Without identified, defined
4208 Grimes Avenue South, Edina, Minnesota 55416 (952) 920 -5683
A '
Saturday, March 05, 2005
issues, it is not possible to prioritize and make decisions based on
quantitative, qualitative and objective factors.
The one section of the Policy that indirectly addresses issues is the
Neighborhood Traffic Management Plan (NTMP). The introduction to the
N lW section of the Policy states:
"The NTMP studies are intended to respond to speeding and excessive cut -
through traffic on streets in a residential neighborhood and on multiple
streets in one or more neighborhoods, yet are intended to be sensitive to
areas where there may be potential diversion of this traffic onto other streets
and /or into other neighborhoods."
Even though the Policy includes an Appendix B listing Traffic calming methods,
it never adequately frames the underlying issues as to why traffic should be
managed at the neighborhood level, what is a "neighborhood" from the
standpoint of traffic management, what are the safety issues relating to Traffic
Calming, what is excessive cut - through traffic, and how can the policy be
sensitive to traffic diversion. The attached report suggests a classification and
prioritization of issues that I believe reflects the values of the existing Edina
Transportation Plan and also of the Federal Highway Administration's General
Objectives of Traffic Calming.
2. Prioritization of Projects and Improvements - Although the NTMP describes
a seemingly objective formula for ranking requests for Traffic Calming studies,
the formula is skewed toward volume control as described in the attached
report, and then the results of the ranking by score are ignored by the vague,
un- ranked and un- quantified factors listed on page 9 that are used to
actually schedule a study.
3. Encouraging Public Input - Much of the comment heard at the March 1
Hearing concerned the relatively narrow and arbitrary notification and survey
area needed to request a study and move it forward to a Traffic Calming project
This aspect of the Policy does not engender public confidence, and if Chair
Richards' reaction to your request that the Commission revisit the Policy in light
of the public comment at the Hearing is any indicator, then it's easy to
understand why there is public concern
4. Decisions based on quantitative, qualitative and objective factors - The
decision points described in the Policy are vague and unqualified. Other
neighboring communities, including St Louis Park, Minneapolis, and
Bloomington, have policies that are straightforward, concise, and objective.
Sincerely,
4JG'(�
Johathan R Gross
2
Suggestions for Matching a Study Ranking Formula to the Issues
and Priorities of the Edina Transportation Plan
Jonathan Gross
1 Description of the Draft Scorine Formula _____ ,
2 Issues and Objectives ................................... ...............................
2.1 Design and Management Objectives for City Road Network ................... ...............................
2.2 Traffic Problems & Issues - Options and Consequences .......................
2.3 FHWA General Objectives of Traffic Calming ........................................................ ..............................2
3 Factor Selection and Scaling ................................................ ...............................
3.1 Sidewalks - 100 Points .................................................................................................... ..............................3
3.2 Proximity to Public Property Where Children Gather - 200 Points ........... ..............................3
3.3 Proximity to Residential Development - 100 Points .......................................... ..............................3
3.4 Crashes Reported Over Last Five Years - 200 points ........................................ ..............................3
3.5 Residential Density - 50 points ..................................... ...............................
3.6 Average Traffic Volume - 200 poin ...................................................................... ..............................4
3.7 Proportion of Speed Violations -2 '
3.8 Missing Consensus Factor - 200 points .................................................................. ..............................4
3.9 Formula Balance ............................
4 Revised, Re- balanced Formula 6
....................... ...............................
5 Appendix A - FHWA General Objectives of Traffic Calming ........................... ..............................7
6 Appendix B - Bloomington Minnesota Scoring Formula .................................. ..............................8
7 Appendix C - Scaling and Balancing Scoring Factors ........................................ ..............................9
7.1 Poorly Scaled and Balanced Factors .......................................................................... ..............................9
7.2 Scoring Factors Scaled and Balanced to Reflect Policy Priorities ............... .............................10
8 Appendix D - Excerpts from Letter to Commission dated December 26, 2004 ...............11
Prioritizing the Formula for Ranking Study Requests
1 Description of the Draft Scoring Formula
The formula for scoring NTMP study requests is described on page 15 of the Final Draft
Policy, and is summarized in Table 1 below:
Factor
Description
Max
Points
%
Relative
Factor
1
Lack of Sidewalks
100
10%
2
2
Near Public space for Children
200
19%
4
3
Near Residential Area
100
10%
2
4
Reported Crashes *20 (last 5 years)
200
19%
4
5
Residential Density
50
5%
1
6
(Average Traffic Volume)/ 10
200
19%
4
7
(% Speeding) *2.5
200
19%
4
Total
1050
100%
21
Table 1 - Policy Formula Summary
In the same way that tax formulas are attempts to numerically model the philosophy and
values of a government with regard to the obligations of its individual citizens to
financially support the government, a scoring formula is designed to assign numeric
priority (ranking) to traffic situations using quantitative factors that are interpreted as
indicative of the need for traffic calming or indicative of local consensus for traffic calming.
In order to evaluate the veracity with which a scoring formula reflects the desired Traffic
Calming policy, one must:
• Identify and rank the issues and objectives of Traffic Calming for the policy.
• Determine if the chosen factors are indicative of the Traffic Calming issues or goals,
and are scaled for the situations (domains) likely to be scored.
• Evaluate if the range of scores for actual traffic situations to be ranked are likely to
result in orderings that are consistent with and proportional to the priorities of the
policy.
2 Issues and Objectives
A key difficulty with the scoring formula in the Draft Policy is that the objectives for the
road system in Edina are never explicitly stated in the Policy, the important issues of
Traffic Calming are never explicitly identified, and the objectives of Traffic Calming are
never stated and prioritized.
2.1 Design and Management Objectives for City Road Network
Based on the implied priorities of the items listed in the Policy Framework beginning on page 2 of the
Final Draft, Table 2 is a summary of the objectives for the road network in the City of Edina.
Prioritizing the Formula for Ranking Study Requests
Priority
Objectives
Quantitative
Qualitative
Consequences
Metrics
Metrics
1
Safety
Accidents,
Code Violations
Feeling of Safety
2
Effective Use
Vehicle Throughput,
Congestion
-Speed Reduction Measures
-Some Diversion, safety
Intersection Delay Time
3
Efficient
Cost
Functionally Appropriate Use,
local arterial -to-
Management
-Some Diversion
Citizen Satisfaction
Table 2 — Suggested Classification of Roadway Network Issues and Metrics
2.2 Traffic Problems & Issues - Options and Consequences
In order to determine if situational scoring factors are indicative of the appropriateness of
Traffic Calming measures, then the problems, issues, options, and consequences need to be
explicitly identified.
Problems /Issues
Options
Negative
Consequences
- Enforcement
- Expense, Use of resources
Speeding
-Education
-Often Transitory
- Regulatory
- Partially Effective
-Speed Reduction Measures
-Some Diversion, safety
Functionally
Inappropriate Use
(including non-
_Increase Arterial Capacity
- Expense, lead time, land use
local arterial -to-
- Regulatory
-Some Diversion
arterial through
-Volume Reduction Measures
- Always Diversion
traffic)
- Safety, Congestion, Network and
Diverted (Shifted)
Community Fragmentation, Reduced
Traffic
Throughput (Effectiveness),
Increased Costs, Shifts Problem
(Disputes, Citizen Dissatisfaction)
Consensus
- Required Threshold
- Undemocratic Allocation of City
Resources
Table 3 - Identification of Problems, Issues and Consequences Related to Traffic Calming
2.3 FHWA General Objectives of Traffic Calming
A ranked set of Traffic Calming objectives is required in order to evaluate the balance
among the factors comprising the scoring formula. The Draft Policy does not discuss a
prioritized list of objectives for the NTMP. Table 4 below is the prioritized list published by
the Federal Highway Administration (see § 2.3, Appendix A).
2
Prioritizing the Formula for Ranking Study Requests
Priority.
, Objectives
1
A
To encourage citizen involvement in the traffic calming process by
incorporating the preferences and requirements of the citizens
2
B
To reduce vehicular speeds,
3
C
To promote safe and pleasant conditions for motorists, bicyclists,
pedestrians, and residents,
4
D
To improve the environment and livability of neighborhood streets
5
E
To improve real and perceived safety for non - motorized users of the
streets,
6
F
To discourage use of residential streets by non - citizens cut through
vehicular traffic.
Table 4 — Suggested List of Prioritized Objectives for Traffic Calming
3 Factor Selection and Scaling
Once objectives and priorities are established, each of the factors in the formula can be
evaluated, and the entire formula can be balance.
3.1 Sidewalks -100 Points
Sidewalks relate to objective E, so the lack of sidewalks for pedestrians increases the score
for a study. A situation receives 0, 50, or 100 points.
3.2 Proximity to Public Property Where Children Gather - 200
Points
Proximity to schools or parks increases the score based on objectives C, D, and E.
3.3 Proximity to Residential Development -100 Points
Residential land use increases the ranking score.
3.4 Crashes Reported Over Last Five Years - 200 points.
Crashes are directly related to safety and possibly to excess speed. Although this factor is
a direct measurement of the high priority safety objective as indicated in Table 2, it may not
be clear that traffic calming measures will reduce a high accident rate if the cause is
related to the roadway design or construction.
3.5 Residential Density - 50 points
Additional scoring points seem appropriate where residential density is high as compared
to sparsely populated. Although this is the smallest factor in the formula, it boosts the
maximum residential score from 200 to 250 points.
C
Prioritizing the Formula for Ranking Study Requests
3.6 Average Traffic Volume - 200 points
This is perhaps the most poorly conceived and loosely correlated of the factors in the
scoring formula; although it might seem to be related to objective F, discourage non - citizen
through traffic, the ATV is un- attributed, so the proportion of locally originating trips to
vehicle leaving a nearby arterial, using local roads, and then rejoining an arterial on the
other side of a neighborhood is unknown from a simple volume number. This makes it a
dubious indicator of the need for traffic calming. In addition:
• To the extent that this factor may indicate inappropriate functional use, volume
control traffic calming methods to mitigate this problem are low priority compared
to the other objectives.
• It seems illogical to rank normally expected traffic volume on a road with accidents,
yet the Draft Policy's formula does just that because it starts awarding points with
the fast car on the street every day. A more logically consistent method would be to
establish a threshold above which ranking starts to accumulate. This is the method
suggested in "Traffic Calming: State of the Practice "', a reference used frequently in
the Policy.
• An absolute ATV figure as an indicator of inappropriate use has little meaning until
one know what volume is considered normal and appropriate.
Therefore, I recommend that the formula take into account the road classification.
Classification
Threshold
Maximum
Local
500
2500
Minor Collector'
2500
4500
Major Collector
4500
6500
3.7 Proportion of Speed Violations -2J(O points
This factor is an indicator directly related to high priority objectives for both the roadway
network and Traffic Calming, and there deserves significant weighting in the score.
Unfortunately, the formula in the Draft Policy discounts this factor by defining it's domain
from 0 to 80%, a top figure that is twice the 40% rate Traffic Engineer Steve Lillehaug
described as alarming and intolerable. Therefore I suggest that the speeding factor be
scaled to yield 200 points at 40% speeding.
3.8 Missing Consensus Factor - 200 points
Appendix B shows the scoring formula used by Bloomington, Minnesota to rank requests
for traffic calming. Although several of the factors are the same, it does not contain factors
for un- attributed traffic volume or speeding, but it does include a factor for consensus. This
1 Reid Ewing, 1999, Institute of Transportation Engineers, Washington DC
2 The Draft Policy does not classify collectors into minor and major collectors, however this road classification begs for
subdivision; the policy defines a collector had having ATV between 1,000 and 15,000 vehicles per day, a fifteen- to-one
ratio across the range. Residents living adjacent to a designator collector should not have their scores limited by the fact
that the category encompasses such a wide range of designs.
4
Prioritizing the Formula for Ranking Study Requests
for un- attributed traffic volume or speeding, but it does include a factor for consensus. This
would have a tendency to raise the priority of study projects where those who will be
accessed are in strong agreement. Unlike the Draft Policy process which would allow as
few as 19.5% of the assessable property owners to initiate a study that may end up being
defeated (resulting in wasted city funds), the Blooming formula and process culls out
requests that are likely to fail.
The first objective of on the FHWA list is "To encourage citizen involvement in the traffic
calming process by incorporating the preferences and requirements of the citizens."
In light of the Sound Barrier project for highway 100, the City Council may want to use a
factor related to consensus.
3.9 Formula Balance
In addition to scaling the individual factors to match the likely situation to be scored, the
formula should also balance the factors relative to the ranked objectives for traffic calming.
The existing formula discounts the speeding (safety) by awarding both speeding and ATV
200 points, but scaling the factors such that normal and slightly high traffic volume scores
about the same as unsafe levels of speeding (see § 7.1). One thousand vehicles a day,
normal traffic on many local roads equates with 40% speeding.
By comparison, in the chart of section 7.2, the traffic volume factor uses a threshold of 500
vehicle a day, and the 40% speeding scores 200 points.
5
Prioritizing the Formula for Ranking Study Requests
4 Revised, Re- balanced Formula
Table 5 below shows two suggested re- balanced formulae that more closely model the
Traffic Calming objectives and priorities of the existing Traffic plan based on Safety,
effective use of the roadway network, and efficient management of both the infrastructure
and the traffic that uses it.
Factor
Description
With Consensus Factor
Without Consensus Factor
Max
Points
%
Relative
Factor
Max
Points
%
Relative
Factor
1
Lack of Sidewalks
100
7%
2
100
9%
2
2
Near Public space for Children
200
15%
4
200
17%
4
3
Near Residential Area
100
7%
2
100
9%
2
4
Reported Crashes *20 (last 5
years)
250
19%
5
250
22%
5
5
Residential Density
50
4%
1
50
4%
1
6
(ATV above threshold) /S
200
15%
4
200
17%
4
7
(% Speeding) *5
250
19%
5
250
22%
5
8
% of impacted area residents
supporting project by survey
200
15%
4
Total
1300
100%
27
1150
100%
23
Table 5 - Revised, Balanced Formula with and without Consensus Factor
The formula outlined in bold includes a factor similar to the one in the Bloomington
formula; the formula to the right of the bold box does not include a factor for consensus.
1. Same as the Draft Policy's formula.
2. Same as the Draft Policy's formula.
3. Same as the Draft Policy's formula.
4. Same as the Draft Policy's formula, except upper limit extended to 250 points.
5. Same as the Draft Policy's formula.
6. Adjusted to road classification with a lower threshold:
Calculation
Parameters
Example
Classification
Threshold
Value
Max Points
ATV
Points
Local
500
(ATV)/ 10
200
1000
50
Minor Collector
2500
(ATV)/ 10
200
3000
50
Major Collector
4500
(ATV) /10
200
5000
50
7. Percent speeding vehicles times 5. Example: 10% speeding =50
8. Percentage of impacted area residents supporting the project by survey times 2.5
(up to 200 points).
0
Prioritizing the Formula for Ranking Study Requests
5 Appendix A — FHWA General Objectives of Traffic Calming
Traffic Calming
Ge
• To encourage citizen involvement in the traffic calming process by incorporating the
preferences and requirements of the citizens,
• To reduce vehicular speeds,
• To promote safe and pleasant conditions for motorists, bicyclists, pedestrians, and residents,
• To improve the environment and livability of neighborhood streets
• To improve real and perceived safety for non - motorized users of the streets,
• To discourage use of residential streets by non - citizens cut through vehicular traffic.
7
Prioritizing the Formula for Ranking Study Requests
6 Appendix B - Bloomington Minnesota Scoring Formula
Factor
Description
Max
Points
%
Relative
Factor
1
No Sidewalk
100
11%
2
2
Public kid space
200
21%
4
3
Residential
100
11%
2
4
Crashes *20 (last 5 years)
200
21%
4
5
% of potential assessment
supporting project by
petition
300
32%
6
6
Residential Density
50
5%
1
Total
950
100%
19
Prioritizing the Formula for Ranking Study Requests
7 Appendix C — Scaling and Balancing Scoring Factors
7.1 Poorly Scaled and Balanced Factors
Unused factor ranges are shown in gray. These unused ranges distort the priorities of the Policy.
Discounting Safety Issues
% Speeding
100'x.
90%
80%
70%
60%
9 50%
a 40%
n 30%
20%
10%
0%
2500
2250
2000
1750
> 1500
H 1250
Q 1000
750
500
250
a
10 20 30 40 50 60 70 80 90
I
I
I
Unattributed Traffic Volume (ATV)
0
0 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 190 200
I
Prioritizing the Formula for Ranking Study Requests
7.2 Scoring Factors Scaled and Balanced to Reflect Policy Priorities
Scaled ranges better reflect the situation being scored and are more consistent with the ranged objectives of Traffic
Calming.
Scaled Ranking Factors
% Speeding
40%
35%
30%
25%
20%
15%
10%
5%1
0 20 40 60 S0 100 120 140 160 180 2C
2500
2250
2000
1750
1500
1250
1000
750
500
250
0
Unattributed Traffic Volume (ATV) I
10
Prioritizing the Formula for Ranking Study Requests
8 Appendix D - Excerpts from Letter to Commission dated
December 26, 2004.
TO: The Edina Transportation Commission
The Edina City Council
The Edina City Engineering Department
As a resident of the City of Edina, I am writing to express my concerns and opinions about the
(October 2004) Draft Transportation Policy written by City staff —with input from the
Commission —and presented to the public December 6th. Although the purpose of the Policy
as stated on page 2 in the Policy Framework Section is laudable, the document as structured
and written inadequately addresses the issues necessary to achieve its goals:
The purpose of this policy is to guide the ETC in the identification and evaluation of traffic
and transportation issues in the community and the prioritization of projects and
improvement to the transportation system. The policy is created to encourage public
input and decisions that will be made on quantitative, qualitative, and objective factors.
Instead, the bulk of the document focuses on the description of a procedure by which a resident
can petition the City staff to create a localized Neighborhood Traffic Management Plan, and on
descriptions of the possible methods and devises that staff can employ for traffic calming.
Although acceptance of this policy would ease the job of City staff in responding to residents
who are upset with the increase in traffic volume in front of their homes, it does nothing to
establish reasoned guidelines to help the ETC evaluate the appropriateness of projects and
solutions on a community -wide basis. The Draft Policy circumvents established public policy
designed to balance the interests of individual residents with the community as a whole, and
instead promotes the alteration of the City street network based on personal preference.
The Draft Policy as proposed does the ETC, and therefore the Edina City Council, a great
disservice by promising administrative vision but delivering only non - standard, self - serving
definitions and bureaucratic procedures. Even the proposed "Scoring for Ranking" system (p.15)
that appears quantitative and objective at first glance, is a twisted version of the Bloomington
formula from which it was derived; in its contrived form, it contains a manipulated selection of
factors, weightings, and upper limits with outcomes that do not reflect a community -wide
management policy of the public street network. Although I have every confidence in the
technical abilities of the City staff to carry out any projects described in the Policy, the content of
the Draft Policy is perversely skewed to encourage the very opposite of its stated goals; it
provides no guidance to the ETC for making critical choices on these important, complex and
sensitive issues, and it potentially sanctions a small group of residents to use City resources to
gate their neighborhood by officially excluding from the process citizens who are likely to object
to the project.
This Draft Policy contains so many biases, omissions, and contradictions of the existing Edina
Transportation Plan policy that it would be impossible to address them all without producing a
document several times the length of the obfuscated original. I encourage the City'Council to
postpone acceptance of the Draft Policy and return it to the ETC for major revision until it
matches its stated goals of:
11
Prioritizing the Formula for Ranking Study Requests
• providing guidance for identification, evaluation and prioritization of traffic and
transportation issues in the community,
• encouraging public input, and
• defining quantitative, qualitative, and objective factors by which decisions can be made.
Many communities, both nationally and locally have already completed this task, so there is a
large body of knowledge, existing policy, and experience on which to draw. Edina is not alone
in trying to manage the rapid growth in vehicular traffic. I suggest that the Commission
Members request that staff provide them with information on the Traffic Calming policies of
Minneapolis and Bloomington, if Members have not already had a chance to personally review
them. I understand that Edina is a different community, however there is no comparative
information in the Draft Policy by which its content can be judged.
Since I cannot possibly address all the shortcomings of the Draft Policy with enough specificity
to earn credibility, I have chosen four specific issues from (or omitted from) the Draft Policy, and
then I make several recommendations that I would like the commission to consider adopting as
modifications to the Policy. It is my hope that the perspective of this letter will provide the
Commission and City Council with an insight into how poorly the Draft Policy meets its stated
goals, and how clearly, but subtly, it has been diverted from the public interest. Four issues over
which I have concern are:
1. The definition and emphasis on volume control of cut - through traffic that includes traffic
originating in adjacent neighborhoods, and therefore does not conform the "General
Objectives of Traffic Calming" as published by the United States Department of
Transportation FHWA, and runs counter to the statements and objectives of existing City
code. There is no discussion in the Policy of the serious problems other communities
have encountered with diverted traffic. Without a description of these consequential
problems, the ETC and Council are not fully informed.
2. The lack of sufficient differentiation in the Policy between traffic calming methods that
employ localized speed control devices, and those methods of wider impact, particularly
volume control traffic calming methods that deny access to existing public roads.
Although there is some crossover between these methods, it is common to treat them
differently because of the fundamentally different problems that they address, and the
scope of their negative consequences.
3. The narrowly circumscribed areas of study that do not reflect the interests of the Edina
residents actually affected by proposed projects, particularly volume control methods.
4. A ranking system with factors out -of- balance with stated Policy objectives.
consider these issues individually, and in combination because they are interrelated, and
because, if used in combination, the current Draft Policy has the potential of enabling the abuse
of City resources to subjectively benefit the interest of a few vocal residents at the tangible
expense and safety of citizens outside a project's immediate area of benefit.
12
Prioritizing the Formula for Ranking Study Requests
Reguests
1. That the City Council not accept the Draft Policy as written and structured, and request
that the ETC provide a document that meets its stated goals, including guidance (ranked
alternatives and tradeoffs) for making decisions related to the transportation systems in
Edina. This guidance must include probable negative aspects of alternatives as wells as
their positive benefits.
2. That the definitions in the Policy be rewritten to conform to well - accepted standards and
practices, and, more importantly, that they reflect the stated goals of the Policy.
3. That the procedures for responding to citizen requests truly reflect input and decisions
that will be made on quantitative, qualitative, and objective factors. Arbitrary exceptions
to stated policies and procedures should be recognized as potential system manipulation
points, and should therefore be both minimized and made transparent.
4. That the goals of and solutions to Traffic Calming issues should be consistent with
Edina's existing Transportation Plan, and appropriate to defined, measurable problems.
5. That While Neighborhoods may be an appropriate unit with which to manage traffic
problems, it is unacceptable to foist one neighborhood's traffic problems onto another,
and will destroy the cohesiveness of the City. Neighborhood planning without a greater
consideration to community -wide policy is inadequate, and possibly negligent.
6. Redefine the areas of impact in the Policy to reasonably include all citizens impacted by
projects with realistic consideration of the actual effects of the particular methods
proposed.
7. Adjust the study ranking system to reflect the stated goals of the Policy with normalized
factors that are proportionate to their relative priority.
Sincerely,
Jonathan R. Gross
4208 Grimes Ave S
Edina, 55416
13
4107 West 48h Street
Edina, MN 55424
March 4, 2005
Edina City Council
Edina City Hall
4801 West 50' Street
Edina, MN 55424
Re: Proposed Edina Transportation Policy
To the Honorable James Hovland and Council Members Scot Housh, Alice Hulbert,
Linda Masica, and Ann Swenson:
Thank you for undertaking to continue your review of the proposed Edina
Transportation Policy. I would like to offer two observations that I hope you will
consider as you continue your analysis.
1. Traffic volume reduction:
Edina has certain areas that, because of grid - style, through street lay -out and
proximity to heavily traveled arterial and collector streets, have heavier traffic patterns
than other parts of the city. As a resident of the White Oaks neighborhood, I reside in
one of those areas. Any traffic measures undertaken in such areas for the purpose of
reducing traffic volume will have the effect of moving significant levels of traffic from
one street to another. As a result, it is very important that the likely effects on traffic
volume throughout the entire area, not just a single street or single neighborhood, be
considered from the outset when evaluating traffic reduction options. If that is not done,
it is likely that decisions will be based on incomplete information, risking both
unsatisfactory outcomes and a perpetuation of the neighborhood vs. neighborhood
problem that we have experienced in the northeast area of Edina.
Toward that end, the proposed transportation policy should be amended to:
(1) require that notice be given, when traffic volume reduction is at issue, to a
much broader area than is required by the draft policy;
(2) state explicitly that, when traffic volume reduction is at issue, likely changes
in traffic volume in the entire area will be assessed and considered; and
(3) establish clearly a general presumption against using street closure as a traffic
volume reduction tool
2. A further investment of time:
Reference has been made to the length of time that has been spent on the
proposed policy and the many opportunities for public input. This is an important,
potentially very divisive, topic that should get as much time as is needed to assure the
best possible result for all of Edina's citizens. The opening pages of the draft policy are
very exciting in their scope, yet little focus has been given to many of the items covered
on those pages, such as mass transit development, sidewalks, biking paths, etc. While
opportunities for public comment have been made available, there is a strong sense in the
community that some key public concerns are not reflected in the draft policy.
Please take additional time, if needed, and engage additional professional and
citizen help and input, if appropriate, to assure that Edina adopts a plan that will serve its
citizens well because it: (1) gives due attention to a wide range of transportation issues,
and (2) sets forth a perspective and a process that will unite, not further divide, Edina
neighborhoods as future transportation issues are addressed.
Thank you for your consideration.
Sincerely,
Lynne E. Stanle
I
Page 1 of 1
Deb Mangen
From: Jennifer Bennerotte
Sent: Friday, March 04, 2005 6:49 PM
To: Deb Mangen
Subject: FW: Traffic Policy
- - - -- Original Message---- -
From: Fogelberg, Brian @ Minneapolis [mailto: Brian. Fogelberg @cbre.com]
Sent: Friday, March 04, 2005 4:33 PM
To: Jennifer Bennerotte
Subject: Traffic Policy
Dear City Council Members:
This short email is to express my support for the passage of the proposed Traffic Policy. It has been a long time coming
and is absolutely necessary to maintain and manage the quality of life in Edina.
With respect to the small but vocal opposition to the policy, I trust the City appreciates that the opposition group is not
really objecting to the policy, but rather to some unknown change that it might lead to at some point in the future. That is
clearly not a reasonable basis to object to the policy. Further, the recent suggestion that the Momingside neighborhood
and Country Club neighborhoods should be exempted for two years from the policy appears to me to be a mere ducking
of the responsibility of governing on a contested issue. Moreover, the delay solves nothing and only further postpones a
pressing need. I think the people of Edina deserve more.
Thank you.
Brian
Brian Fogelberg Director, J.D.
CB Richard Ellis Global Corporate Services
7760 France Ave. S., Suite 770 1 Minneapolis, MN 55435
T 952 924 4609 1 F 952 831 8023 1 C 952 200 8904
brian_fo eelbprg@cbre_com I www.cbre.com /brian.Lo e lberg_
CBRE
CB RICHARD ELLIS
3/8/2005
Page 1 of 1
Darlene Wallin
From: Gordon Hughes
Sent: Friday, March 04, 2005 2:16 PM
To: Darlene Wallin
Subject: FW: traffic polcy
- - -- -Original Message---- -
From: Keith White [ mailto :keith @marketplacehome.com]
Sent: Friday, March 04, 2005 2:13 PM
To: Shoush @ci.edina.mn.us; jhovland @krauserollin.com; swensonboys @aol.com; Immasica @aol.com; Gordon
Hughes; Steve Lillehaug
Subject: traffic polcy
To whom it may concern,
My name is Keith White, I live at 4501 Wooddale Ave. and have been a resident of Edina for only one year but
have owned and operated a business here for 9+ years.
I've been attempting to learn as much as possible about my neighborhood and the inner workings of OUR local
government for some time. It has most recently come to my attention that there has been some actions
being discussed regarding procedures for local neighborhoods to address their traffic concerns.
I applaud the implementation of such procedures as there needs to be mechanisms in place for citizens to
communicate their needs to the governing body. These mechanisms should be available to ALL citizens
(neighborhoods) without preconceived notions or discrimination.
Traffic management is vital to our community.
When describing my new home to friends and family the first thing I tell is that the neighborhood is right out of a
Norman Rockwell painting with tree canopied streets and kids running, triking and playing up and down the
sidewalks.
This is what makes our community so popular, thus desirable, thus valuable, thus increased property values, thus
increased tax revenue.
We all need and deserve unencumbered passage through each others neighborhoods but if we can find more
efficient ways of diverting outside traffic away from our homes and our children I believe these should be explored
expeditiously.
Thank you for your time and service.
Keith A. White
3/4/2005
March 3, 2005
Members of the Edina City Council,
It is time to act upon the recommendations of the Traffic Commission to approve the
Traffic Policy now. Joni Bennett and her supporters have had more than their share of
floor time. Fred Richards and his committee have worked for fourteen months to bring
forward an objective policy to use as a framework for all of Edina. It is time to put it into
place and get on to other business. As our elected leaders, you need to move forward on
this matter quickly and not be deterred from other business. The vote of the Traffic
Commission of six to one should stand. Ms Bennett will never be pleased and will
continue to pick at the minutia over and over. The commission has worked diligently and
thoroughly to make the policy fair and comprehensive. Ms Bennett will continue (as she
has in the past) to pack the meeting room with her supporters who are obsessed with their
issues and leave when other city matters are on the table. Contrary to what they would
have you believe, by their attempts to `filibuster,' they are only a very small minority.
Having now attended meetings of the City Council and the Traffic Commission it appears
to me they are concerned with being inconvenienced, not a matter of safety. If you will
implement the Traffic Policy then the process can speak to their issues in an orderly
fashion, but not allow the continuance of absorbing more time than is proportionately
fair.
Respectfully,
Lou Blemaster
4212 Sunnyside Road
952- 920 -3442
Page 1 of 1
Darlene Wallin
From: Jennifer Bennerotte
Sent: Wednesday, March 02, 2005 8:25 AM
To: Darlene Wallin
Subject: FW: Traffic Policy Follow -Up
Importance: High
- - - -- Original Message---- -
From: Kitty ODea [mailto:kittyodea @mn.rr.com]
Sent: Wednesday, March 02, 2005 10:19 AM
To: Jennifer Bennerotte; Steve Lillehaug
Subject: Traffic Policy Follow -Up
Importance: High
To:Edina City Council -
Thanks again for the opportunity to share our views on the traffic policy. The issues in Country
Club are not due to traffic from Morningside or Browndale neighborhoods. I am sorry if I
gave that impression in my comments last night. I was talking about non - resident "cut through"
- for example when I used to drive through Concord to go to the ECC when other, more
appropriate routes are available). My concerns have nothing to do with Morningside.
Morningside and Browndale residents have been driving through Country Club for decades.
They are part of the local resident traffic along with the residents of Country Club. The "cut
through" I am concerned about is the traffic that SHOULD be on 50th, France and 100, but has
shifted to our residential steerts. The issues in Country Club are caused by the narrowing of
50th and France (arteries) to two lanes and growing congestion on highway 100. While the
changes at 50th and France were for the "benefit of all of Edina ", the surrounding
neighborhoods, particularly Country Club have born the cost via increased traffic and
perceived higher speeds.
I know there is contension on this issue, but doing nothing to address the problems in Country
Club for two years as Council memebers Housch and Swenson reccomended is NOT the
answer. I am wondering if it would be appropriate to have a couple members from each
neighborhood participate in the discussion when you meet to discuss modifications to the
policy. Perhaps in a smaller setting we can calrify everyone's objectives and work together to
find a solution. I understand that Morningside and Bronwdale feel threatened. But I am also
saddened that there is no appreciation /acknowledgement for the issues we are living with in
Country Club. I would hope that as a community that we could find a way to support each other
rather than saying "its not my problem, live with it ".
Sincerely,
Kitty O'Dea
4610 Bruce Avenue
(952)922 -1165
3/2/2005
March 2, 2005
Jean M. White
5290 Villa Way, #303
Edina, MN 55436
Members of Edina City Council
City of Edina
4801 W. 50' St.
Edina, MN 55424
Dear Honorable Mayor Hovland and City Council Members: Housh, Hulbert, Masica and
Swenson:
As a member of the Edina Transportation Commission (ETC), I support the policy as a
general framework that will guide ETC in its capacity as an advisory body to the Edina
City Council.
The TC Policy is based on the city' solid vision of its future transportation needs. The
City of Edina Comprehensive Plan and it Vision 20/20 documents acknowledge that
Edina's auto - oriented transportation system needs to be corrected if Edina is balance
economic prosperity on one hand and livability for its residents on the other hand.
Specifically, Item II, Policy Framework on pages 2 -6, includes language that supports
enhanced alternatives to single- occupied vehicles. I am convinced that provisions like
bike lockers, easy bike parking at key locations in the city, enhanced pedestrian
crosswalks and signals, allocating appropriate parking, and shared parking spaces for
commuters in our city -owned parking ramps and language that supports opportunities for
efficient mass transit will go a long way in shaping how Edina's future transportation
system.
Mayor and council members, I welcome comments, criticism or suggestions as it pertains
to this policy. You can reach me at 952- 922 -0189. Thank you for your thoughtful
decision - making in regards to future transportation solutions here in Edina.
Best regards,
Jean M. White, member
Edina Transportation Commission
CC: Gordon Hughes, Steve Lillehaug
CC: Members of Edina Transportation Commission
Page 1 of 1
Darlene Wallin
From: Jennifer Bennerotte
Sent: Thursday, March 03, 2005 3:11 PM
To: Darlene Wallin
Subject: FW: to the mayor and city council re the traffic commision minority report
- - - -- Original Message---- -
From: Mab Nulty [mailto:mabnulty@usfamily.net]
Sent: Thursday, March 03, 2005 2:37 PM
To: Jennifer Bennerotte
Subject: to the mayor and city council re the traffic commision minority report
Dear Mayor and Council Members,
We are writing to emphatically support the ETC Minority Report in its entirety. As residents of West 42 Street
since 1989, we have enjoyed living in Edina and are very interested in what happens to our community and the
quality of life that is affected by traffic issues. When the City Council is considering adopting the ETC's policy
please consider the very valid and well informed suggestions made in the minority report and making the
appropriate changes. In the very least please consider increasing the percentage of residents needed to create a
traffic change. At this time the requirement is only 20 per cent. That means on a block of 25 residents only 5
would need to approve of the issue and it would go forward. Please also consider a wider range to be part of the
affected area when changes are considered. Of course one stop sign is less of a change than street closing and
some discretion could be used as is stated now but at least a minimum should be in place to guarantee
some consistency in the decision making process and fairness in the fiscal responsibility for traffic improvement
expenditures.
We are also very concerned about how well safety issues and emergency response time will be looked at
according to the present policy. Please take the time to do this right now or we will have to spend city time and
dollars doing it again soon.
Thank you for your time and attention.
Sincerely,
Mab Nulty and Larry Sutin
4212 W 42 St, 55416
- -- USFaniily.Net - $8.25/mo! -- Highspeed - $19.99/mo! - --
3/3/2005
The Conservation League of Edina
Conservation League of Edina.
Re: Support for Transit Alternatives &
Pedestrian - Friendly Transit in Edina
March 81h, 2005
Dear Mayor Hovland, Council Members
Housh, Hulbert, Masica, and Swenson;
Members of the City Transportation
Commission,
The Conservation League of Edina supports
aggressive implementation of both pedestrian-
friendly roadways and transit alternatives as
part of the comprehensive Edina Transit plan.
We applaud the work of the Transportation Commission to date and commend them on
their hard work in attempting to solve the ongoing traffic issues impacting the Country
Club and Morningside neighborhoods.
We hope that as you continue to develop a transit plan for Edina you continue to view
Edina, or at the very least the eastern part of Edina, as a higher - density, inner -ring suburb
integrated with the core cities and develop bike - friendly roads, paths, lanes, and amenities
that connect to existing city and regional bike paths, as well as transit alternatives that
connect with existing and developing Minneapolis transit corridors and bikeways. We
would also like to see more pedestrian- friendly corridors around school zones, pedestrian-
friendly connectors between neighborhoods, and an emphasis on transit alternatives such
as those proposed in the Southdale redevelopment plan.
We propose integrated working groups to consist of the city council, transportation
commission, park board, school board and school administration, public safety,
neighborhood and other city associations in order to drive the adoption of an integrated,
pedestrian- friendly, and alternative transit infrastructure in a timely manner.
Key Areas of Concern for the Conservation League include:
Designated Bike Lanes & Bike Amenities to encourage biking within and between
communities
• Pedestrian Pathways in areas without a sidewalk infrastructure
• Pedestrian Zones around schools
• Pedestrian - friendly Connectors between neighborhoods
• Ties to Minneapolis Transit initiatives (the Midtown Greenway: Bike Paths &
Trolleys, Light Rail, Proposed Trolleys, Bus Routes, Personal Rapid Transit, etc.)
• Sidewalks in specific neighborhoods and sectors of town
Implementation of designated bike lanes in Edina can also serve as a traffic calming
measure by making motorists aware of pedestrian and bike activity in the area.
We would welcome any opportunity to work with the Transportation Commission, City
Council, or other designated working groups on these or related initiatives.
In addition, there are specific environmental considerations that we would like the City to
consider during repaving and reconstruction processes these include, but are not limited
to:
• No use of Taconite filings in Edina pavement projects
• Permeable Pavements
• Storm water Runoff
When considering paving options there are a number of excellent resources to be
considered such as the Minnesota Arboretum and the Green Institute. The Conservation
League of Edina has members who would be willing to help familiarize both the council
and transportation commission with these resources.
For questions specific to this letter please contact Jack Harris at 952- 212 -7287 or
j ackharri s gmn. rrr. com.
Sincerely,
Jack Harris, Julie Risser, and Paul Selcke on behalf of
The Edina Conservation League
Edina City Council
4801 West 50th Street
Edina, Mn 55424
March 8, 2005
Dear Council Members Housh, Masica, Swenson, Hulbert &
Mayor Hovland,
I am writing in regard to the Edina Transportation Commission Draft Policy for
traffic issues here in Edina.
I am very concerned about the -policy _and I have several areas of worry however
I will only list the three most concerning to me but first I would like to give a little
background. A few years ago there was a proposal to close off Sunnyside Ave at
Arden Ave. Our home on the corner of Grimes and Sunnyside would have been
directly and adversely affected by this closure. At no time we were notified by
anyone from City Hall even though the increase in traffic, in front of our home,
would have been immense. At this juncture Grimes is a dead end and all traffic
would have to be rerouted in front of our house. It is because of this type of past
event the public is now so distrustful of new traffic policies.
I urge the council to please revise the current policy in these three areas.
One, please notify all parties that are to be affected by traffic changes to limit the
notification to only the homes that would see a positive effect will only cause
increased rancor and mistrust. Number two, please do not close streets to solve
traffic problems this only creates more traffic on other streets. And finally, as the
current policy is written a majority of people are not needed to start a traffic study
yet all residents, in that area, would be assessed fees. This is inherently unfair
and studies should be started with a majority vote.
Thank you very much for you time and hard work on behalf of the residents of
this area.
Sincerely,
J"�_)
Paula Sell
Tim Sielaff
4508 Grimes Ave
Edina, Mn 55424
_JC'M_' 3 U ' *
Edina City Council,
4801 W. 5Uh Street,
Edina, MN 55424
March 6`h, 2005
Mr. Mayor and council members,
Christopher B. Johns,
4330 Oakdale Avenue S.,
Edina, MN 55424
I would like to take this opportunity to communicate to you my specific concerns with
the Draft Report of the Edina Transportation Commission, as presented to the council in
early 2005. In what is otherwise an excellent and comprehensive piece of work, a number
of issues of considerable significance should be addresses, I feel.
To begin with, I would urge the council to read Commissioner Bennett's minority report
on the Edina Transportation Commission Draft Policy. In particular, Ms. Bennett makes
clear that the Draft Policy is in direct conflict with the Edina Transportation Plan and
Vision 20/20, regarding the use of volume - control measures, which the ETP specifically
says should not be employed to discourage through - neighborhood traffic. Page 4 in the
minority report talks about volume control measures in detail, with references. In
addition, the minority report details a number of additional ways that the Draft Policy
could be changed quite easily to become a policy that will serve the needs of all Edina
residents.
Regarding the Draft Policy, my concerns are, in particular:
On page 11 of the final draft document, Step 1 describes a Neighborhood Traffic
Management Plan study being requested by a single citizen. I am quite concerned that
this could easily result in a very large volume of requests each year, all of which will
require council staff time and money to rank and prioritize, for which all Edina taxpayers
will pay. An alternative to this would simply be that a concerned citizen could be
required to obtain a certain number of signatures on a petition, within their immediate
neighborhood, in order to request the City to begin a study. I believe many cities have
such a mechanism in place.
Pages 12 & 18 describe the "benefited area" as the properties fronting on the affected
segments of the study area. However, "affected area" is a much more neutral term which
should be used instead, indicating that for every proposed measure, there will be both
benefits and costs or drawbacks involved.
Page 12 identifies a 65% approval threshold for a petition -to- study, although only 30% of
the "benefited area" need return surveys in order for the threshold to be applied. In
combination with the restricted, and modifiable at the Commission's discretion,
definition of "benefited area ", a proposal can proceed to the development phase with only
19.5% of property owners in a limited area approving it. This, it seems to me, is a very
unsound and unfair criterion on which to base a decision to move forward, and I would
strongly favor both a higher petition return (for example, 70% of all property in
the "benefited area" approve), and also, crucially, a wider definition of "benefited area ".
Page 18 describes the "benefited" (i.e. affected) area in detail. I would like to see this
broadened, in the case of volume - reducing devices, to the properties inside the enclosing
highways within which the device is being considered for installation. For example,
France Avenue, Excelsior Boulevard, Highway 62 and Highway 100 would be the
enclosure for the location of my house in the Momingside neighborhood.
In Appendix A (Definitions), "cut- through traffic" is loosely defined in a way that allows
trips within the City of Edina to be viewed as cut - through (and by implication, bad,
unwanted and unnecessary) traffic by those within individual Edina neighborhoods
through which the trip occurs. This is contrary to the generally understood definition of
cut - through traffic, being traffic that has origin and destination outside the city, but
travels through the city (typically on residential streets). I would like to see the
document's definition changed to conform to the generally accepted definition.
Thank you for your attention,
Christopher B. Johns
c:P/ t/d 6
NEIGHBORHOOD ROADWAY
RECONSTRUCTION PROGRAM
CITY COUNCIL WORKSHOP
FEBRUARY 1, 2005 - 5:30 PM
Neighborhood Road Construction
■ Quick Review of last workshop
• Assessment Policy
• Financing
• Next steps...
o e 2
1Js
City Council Workshop Feb. 1, 2005
Review of last workshop...
■ The need exists to reconstruct roadways
■ Curb and qutter should be part of projects
■ Costs are increasing
■ Assessments may be too high
■ Staff should analyze options for
assessments
4y1�� f
oJ(E �l
`` _ J City Council Workshop Feb. 1, 2005
F
Areas with no curb & c e-r:
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Grade of roadway
and surrounding
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determine style of
curb and gutter.
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Bulk -Head vs Surmountable Curb &Gutter
Bulkhead
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City Council Workshop Feb. 1, 2005
Assessment Policy, �o ��`"
vavlll�
Two categories:
• Residential Streets
•
t
State=Aid Streets � -s�^•- �-' -w`"`�
Based on 70 year payback. �`
o e v
s
__ City Council Workshop Feb. 1, 2005
Assessment Policy: Trip, Generation
Based on Trip Generation:
■Same amount of trips are generated
from average single family homes
regardless of density.
■ 1 residential equivalent unit (REU) = 1
single family home.
o e
City Council Workshop Feb. 1, 2005
New Residential Street Assessment Policy
• A minimum contribution per household is proposed. This
amount represents the road benefit to each house based oar
trips that are aenemted by residential property
• The City will contribute a % of the road reconstruction cost,
but not below the floor amount
❑ Homes on State Aid streets must contribute a minimum of
50% of the street construction cost not to exceed the floor
amount. This is an increase from the current 20%
contribution rate
❑ New policy will be implemented on a "go- forward" basis. No
reimbursement for past projects is recommended — past
projects net assessment ranges from $1,800 - $4,000
T
r�
0
°`' , City Council Workshop Feb. 1, 2005
Examples of New Policy
u Switch to Spreadsheet Analysis
City Council Workshop Feb. 1, 2005
wp-
Total Cost Analysis of Different Options
Annual Cost by Contribution Level
1,600,000
1,400, 000
1,200,000
1,000,000
800,000
600j000
400,000
200,000
C
2005 2006 2007 2008 2009
Year
6, 000 ® 7, 000 81000 ■ 990
� ,, City Council Workshop Feb. 1, 2005
Analysis of 5 Year Cost of Policy Options
Min
Hom
Conti
imum
CITY CONTRIBUTION
?owner
LEVELS
ibution
25% 30% 35%
5,000
61005,780
7,206,936
8138-8,142
65000
51963,840
71035,876
71718,934
71000
8,000
5 089986;1
3,468,780
5,614,002
31798,840
61031,300
4t087,764
9,000
2,177,6201
21400,9701--21511,760
City Council Workshop Feb. 1, 2005
Staff Recommendation &Levy Effects
Minimum Contribution - $8,000 /City Contribution Rate — 25%
3.50%
�v � -1 • L
V
e°
r r
Hypothetical Levy Analysis Based on 8,000 Minimum and 25% Contribution
2005
2006
2007
2008
2009 J
Base Levy 189380,000
189380,000
2094079880
21,475,496
22,533,938
Annual Operations
643,300 -
714,276
751,642
788,688
_Gymnasium Levy ��—
r 2005 Road Cost ��
_443,000
448,860
Annual Incremental Rd. Cost
Public Works Garage
542,720
0
� 355,5 0
709 000
468,800
01
(3689160)1
i
Park Bond Refunding m
509000
'
i Equipment Certificates
162,000
Other Funding Sources
Total Levy 18 380,000
20,407,880
21,475,496
" 22,533,938
22,954,466
_ _
E % Increase i
11.03%
5.23%
4.93%
1.87%
City Council Workshop Feb. 1, 2005
l
Funding Alternatives
✓ Tax Levy "Front Loaded" over next 4 years — options to reduce
initial impact:
A. Supplement Levy with Non -Tax Revenues:
1. .Reduction in CIP Expenditures and transfer of revenue to
Road Construction program
2. State Aid Maintenance Funds Transfer from Construction
Fund to Road Program
B.
Spread the 2005 program
over longer term
- 4/5 years
C.
Interest
Only
Debt
Service
on
Public
Works
Garage until
levy
evens out
D. Defer some neighborhood street recon's — Note: need to offset
savings with greater maintenance dollars
.P: City Council Workshop Feb. 1, 2005
Levy Impact w /Recommended Changes
Minimum Contribution - $8,000 /City Contribution Rate — 25%
Hypothetical Levy Analysis Based on 8,000 Minimum and 25% Contribution
Base Levy
Annual Operation!
Gymnasium Levy
2005 Road Cost
i Annual Increment
Public Works Gar
Park Bond Refuni
Equipment Certifil
Other Funding So
Total Levy
% Increase
2005 1
_ 3 18,380 000
2006 - 1 2007 i 2008
18,380 000_ - 19,889,020 1. 21,066 836
2009 2010 }
22110 975 22,516 699
s
643,300
696116�
737339
_ �
773 884 1
_
788,084
_- _....____- _—___._�_.__
130 000
_
_ -�� ���
(130,000)
al Rd. Cost
542,720
93,200 '
468,800
(368,1601
_ __
388,500
__.__ _____.E_.___.___.
399,000_
ding
Cates
(50,000) = .._
.rW,.._............._........__ ._ 0r
162,000 1
- r
��.. I
lurces
#
(200,000
1
21,066,8361
22110 97522
516,699 2_3,573,784
18,380,000
_
19 889,020
_ "
5.92% ;
,_ _
4.96_ %1
1.83% _
4.69%
M
m
,,; City Council Workshop Feb. 1, 2005
Other Factors Impacting Taxes
❑ State Aid Construction Contribution due to increased
assessment to homeowners (20 to 50 %) cannot
occur until 2007 Interlachen Sidewalk Program &
1- 494/TH 169 Interchange
❑ 2010 Two of the City's TI F
captured Tax Capacity will
by approximately 5%
districts will expire and
Reduce City's Tax Rate
• By 2014 the other TI F districts will expire and reduce
the City's Tax Rate by an additional 5%
• Transportation Utility Bills Introduced and referred to
Committees in House and Senate. Rep. Peterson is
a co- author on the House Bill.
`r.
I'
iv
City Council Workshop Feb. 1, 2005
Next Steps
❑ Schedule
• Changes to Staff Recommendations?
• Alternatives?
1 /m
m,
w� City Council Workshop. Feb. 1, 2005
NEIGHBORHOOD ROADWAY
RECONSTRUCTION PROGRAM
CITY COUNCIL WORKSHOP
JANUARY 18, 2005 - 5:30 PM
Neighborhood Road Construction
Issues:
Why reconstruct?
What do we look at ....Options.
Who funds the projects?
How is the project financed?
Policy issues.
s
�,, City Council Workshop Jan 18, 2005
� Qc
e,
w
Why Reconstruct?
Older pavement too brittle
Too costly to:
Patch, fill cracks, and seal coat
City Council Workshop Jan 18, 2005
Why?
City Council Workshop Jan 18, 2005
Options
Staff analyzes the following:
• Road replacement
• Add Curb &Gutter if it doesn't exist
• Utility Improvements
• Street Lighting
• Sidewalks
• Potential burying of overhead util.
de
City Council Workshop Jan 18, 2005
ti �• �
A,n t..J
lake
k•Nede•d
lake
✓
T-4
`fe wads TH
law n°$
r^V
llerrw. • l v
Hii
_• � �;C o dam- �
• t 1
•
♦ f law
�yb I.ew P.mel.
• Y �
l I
_• � l.ke i.�u.
... - t � � '•.1 I I I
Cornelia
lake
rel..
I rl
I �
1 1 - -- —1
t I
3
a
0
Options. . a 0 N 0 0 0 . Curb &Gutter
Benefits:
• More cost effective
• Reduces pavement failure
• Controls drainage
• Aids street cleaning and snow plowing
• Reduces fall and spring maintenance
• Basic Safety - protects streetscape items
City Council Workshop Jan 18, 2005
Options No project
If a project1s delayed:
•
Minimally. maintain roadway
"Maintenance costs increase on older roads"
• Pothole. patching, skin patching..
• Snowplowing
• 10+. year delay in reconstructing roadway
(increasing. costs)
City Council Workshop Jan 18, 2005
Funding
❑ I General Fund Street Maintenance
budget ($3,200,000) currently covers:
• Seal- coating
• Patching
• Snow Removal
• Street. Sweeping
°:` City Council Workshop Jan 18, 2005
Funding... Historical Assessment History
LJ 100%. Assessment
Ll Street Improvement Cost - varies. on:
• Density of neighborhood
• Geornetrics of roadway
• If curb &gutter exist or adding
Add curb and gutter:
Pavement only (reclaim):
y
$7,000 for 1/4 Acre lot
$15,000 for % Acre lot
$4,000 for '/4 Acre lot
$10,000 for 1.5 Acre lot
City Council Workshop Jan 18, 2005
Funding'... Historical Assessment History
❑ Pay back - in. full or 10. year
Capitalized Interest - Current 6.5% (2
pts above bond rate)
LJ Utility costs are borne by all users
^` e 7 '
City Council Workshop Jan 18 2005
Y p
Finance Issues .....100% Assessment
❑ Proposed Street Improvement Program increases
annual activity from $500,000 /yr to $3,000,000 /yr.
❑ $500,000 was internally financed, but new
program necessitates funding with Improvement
Bonds.
❑ Bonds could
be issued. every two
years,
but
improvement
must
be authorized
before
bonds
can be issued.
❑ Want to time bonds around significant utility
improvements — economies of scale in bond
issues.
V City Council Workshop Jan 18, 2005
Finance lssues....Other Options
0 100% assessment in other communities has
encouraged appeals /lawsuits.
❑ Funding Options other than 100% assessment?
• Levy for % of Improvement /Assess. Balance.
• Debt levy may be necessary for balance if levy
limits imposed.
• Debt levy for 2005 program - need to determine
number of years to spread.
• Balance assessed still needs improvement bonds
• Other financing options.... -
• Future Option may be transportation utility.
r�� yRa
City Council Workshop Jan 18, 2005
Finance Issues
La Transition Issues /Fairness w /previous
assessment methods.
❑ General Fund Levy impacts businesses in
addition to residential areas.
❑ Debt Levy adds interest component which
increases cost over general fund levy.
4 r
°, City Council Workshop Jan 18, 2005
Total Budget
Current Tax Levy
% City Coverage
of Assessment
O,pit-'�,'ojnsL),tEiff�,e--,),-cc�t�,,�s� o Homes
$ 3,000,000
$ 18,380,000
Dollars
Needed
Annual Tax Cost on
% Increase Residential Homestead
In Levy $300,000 $ 500,000 $ 1,000,000
20%
$
600,000
3.26%
$
23.49
$
39.15
$
88.09
30%
$
900,000
4.90%
$
35.25
$
58.75
$
132.19
40%
$
1,200,000
6.53%
$
47.01
$
78.35
$
176.29
50%
$
1,500,000
8.16%
$
58.77
$
97.95
$
220.39
60%
$
1,800,000
9.79%
$
70.53
$
117.55
$
264.49
70%
$
2,100,000
11.43%
$
82.29
$
137.15
$
308.59
vVA. l
�� City Council Workshop Jan 18, 2005
Funding ...What our neighbors do?
ffy Q 1
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~ °o Nyw
City Council Workshop Jan 18, 2005
Mandate
Other
Street
Utility
City
Curb &
funding
Assessment
Assessment
A�
Gutter
source
%
%
Minnetonka
Yes
Annual Tax
0
0
le vy
Eden Prairie
.Yes
Annual Tax
40 %
0
Le / SA
Levy
Bloomington
Yes
Bonds
25%
0
Richfield
Yes
Franchise Fees
Set cost
0
St. Louis Park
Yes
Franchise Fees
0
0
/ Utility Fees
Pl mouth
Y
Yes
Annual Tax
30%
0 (30% for
Levy / Bonds
storm)
ffy Q 1
c r -at C
~ °o Nyw
City Council Workshop Jan 18, 2005
Policy Issues
❑ Should the. City pick up a portion of the neighborhood
assessment? If so, what amount?
❑ What should the City contribution cover of the
improvements - curb & gutter, street reconstruction or
utility improvements?
❑ Should Council defer improvements based on
neighborhood opposition?
❑ Should Council mandate curb & gutter improvements?
❑ If implemented for -2005, how do you spread the burden
in future years? Note:Levy for 2006 will include % for
government operations, gymnasium and street
improvement levy
City Council Workshop Jan 18, 2005
r 1
Calvin
n ChrWian
School
Golden
N cars
NI—t or
Edina
MoruingOdt
Church
]P1R
91hNa
City of Edina
Draft Proposed Street Reconstruction
Local Streets
State Aid Streets
Pavement Type
�9�Nn. ,kr�
r1
O` Pi
\J)0
0
2005
2009
2010
2005
— Gravel
N
PCC
W E
FrJ( gay
2006
2011
e q 2008
2007
2012
2007
2008 �-
� - - <� 2013
a 2008
2014
2009
Calvin
n ChrWian
School
Golden
N cars
NI—t or
Edina
MoruingOdt
Church
]P1R
91hNa
City of Edina
Draft Proposed Street Reconstruction
Marche 15.1 2005
RELATIONSHIP BETWEEN THE DEPARTMENT OF REVENUE AND THE
COUNTIES and LOCAL ASSESSORS
1wp-
Commissioner
I&
The Commissioner of Revenue has the following powers
over and duties to county assessors*
POWERS
• Approve the appointments of
county assessors.
• Exercise "general supervision...
over assessors"
• Direct proceedings, actions and
prosecutions related to failure or
neglect of duty (malfeasance,
nonfeasance, and misfeasance)
by county or local assessors.
• Require county assessors to
report information as to the
assessment of property.
• Ascertain whether "assessors
are faithfully discharging their
duties" particularly as to their
compliance with laws relating to
exemption from property taxes.
• Reassess property in a
jurisdiction when the
commissioner judges necessary.
• May require staff in a county
assessor's office be certified in
the preparation of abstracts and
tax calculations.
DUTIES
• Prepare blank forms as required
by state law (e.g. market
valuation notices, homestead
applications, etc.).
• Certify to the county assessor
the equalized fair market value
of operating property of railroad
companies and airlines.
• Certify to the county assessor
the exclusion of value for
certain power generation
facilities.
• Teach classes on property tax
laws and practices to AMA and
SAMA licensed assessors.
• To "confer with, advise and
give necessary instructions and
directions to local assessors...
as to their duties under the
laws of the state."
• Provide an annual list of those
taxpayers who applied for both
a homestead and a property tax
refund as a renter.
The County Assessor has the following powers over and
duties to local assessors
• Advise of changes in assessment laws and instructions from the
Commissioner of Revenue.
• Instruct in property classification and determination of property
values per state law.
• Assist and instruct in proper use of land maps and record cards (field
cards).
• Provide cost manuals as well as building and land schedules.
• Personally view and determine value of property that is difficult for
the local assessor to appraise.
• Provide public, nonpublic or private data on property in order to
promote uniform assessment.
• . Annually examine appraisal records, and when necessary, complete
assignments.
*Per Minnesota Statutes 270.06, 270.11, 270.16, 270. R7, 272.0211, 290A.25, an0F273 061.
1 -2003
SALES RATIOS
One of the main objectives in property tax administration is an equalized
assessment. It is exceedingly important that maximum equalization be attained both
among local property owners as well as between taxing districts to assure equal
sharing of the local property tax burden.
A major responsibility of assessors is to estimate market value. The accuracy of
these market value estimates is important because it represents the base for the
assessed values on which the property tax bills are calculated. The consequence of
non - uniform estimates of market value result in unauthorized shifts in the property tax
burden.
In order to accomplish equalization, reasonably accurate and acceptable statistical
measures are needed. The sales ratio study is a method of measuring how the
assessor's estimated market values compare with selling prices of real estate.
For example, if the assessor's estimated market value on a property was $285,000
and the property sold for $300,000, the individual ratio would be 95.0 %. In Minnesota,
assessors are required to value property at 100 percent of market value. In practice,
however, due to a multitude of factors influencing both the assessor's valuation and
sale prices, a .ratio of 100% for all properties is not possible.
The most important step in conducting an assessment / sales ratio study is the
collection of timely, reliable data on all real estate transactions that occurred within the
study period. The assessment date of January 2 each year is established by Minn.
Stat. § 273.01. The sales study time frame used in setting the January 2 valuations, is
the previous 12 -month period from October 1 to September 30.
The sales data is collected from Certificates of Real Estate Value (or CRVs) that are
required to be filed whenever a property sells. This information is augmented with
regular sales information obtained from the Multiple Listing Service (MLS) and other
sources.
The sales data is closely scrutinized. Evidence suggesting a forced sale, foreclosure,
a sale to a relative, or anything but an arms - length transaction results in the sales
information being discarded. This is important because the real estate sales
information constitutes the database for the sales ratio study.
The sales that survive the screening process are considered valid sales, and are
entered into the computer for statistical analysis.
2
The accuracy or level of assessment is measured by the median sales ratio.
EXAMPLE: Assessor's Value Sale Price Ratio
$230,000
$191,000
1.20
$357,000
$364,000
0.98
$505,000
$531,000
0.95
$476,000
$595,000
0.80
$350,000
$500,000
0.70
The median, or middle ratio, is 0 .95 or 95 %. The required level of assessment is
between 90 and 105 percent. In other words, the median (or midpoint) of the sales
ratio for all properties sold should fall within 90 to 105. For cities within Hennepin
County the target ratio is 95 percent. A sales ratio of slightly: less than 100 is
desirable in order to avoid having a great many properties valued at more than
their actual market value. If the median sales ratio were at 100, as shown at the left
below, it would mean that half the properties were assessed at less than market value
and half were higher, with too many over the actual market value. On the other hand,
as shown at the right below, a sales ratio of 95.0 means half the properties are below
95.0% of actual market value, half are higher, and a relative low number are valued by
the Assessor at more than actual market value.
SALES RATIO:
MEDIAN
100.0
85 90 95 100 105 110 115
HALF THE VALUES
ARE OVER 100%
3
MEDIAN
95.0
80 85 90 95 100 105 110
FEW VALUES
ARE OVER 100%
A measure of the equity of the property assessment is the coefficient of
dispersion, which measures the average deviation or dispersion from the
midpoint, or median. The more closely the Assessor's values are grouped around the
midpoint, the more equitable the assessment. This is true because relatively few
properties have been valued too high, or too low, compared to actual selling prices. For
the annual property assessment, a coefficient of dispersion of less than 15 is
deemed acceptable and less than 10 is considered excellent.
COEFFICIENT OF DISPERSION:
MEDIAN
95.0
VALUES ARE DISPERSED
FROM MEDIAN
(HIGH COEFFICIENT)
4
MEDIAN
95.0
VALUES ARE GROUPED
CLOSE TO MEDIAN
(LOW COEFFICIENT)
0
m
m
0
g
d
Z
8
MINNESOTA• REVtNUE << PE20
Certificate of Real' Estate Value
Names of buyers (last, first, MI)
Narigs of seppyr,first11's � ih
Address
Auditor use only
%A Daytime phone
� -el 13-7)--�'P6y
O�New adder X_e Aj /1 Daytime Phone
Stree dt as dress or rural route of property purchased City 6I'township/1 County
3 COW O F Lt F o - i N R I\j H'I rJ
1. Da a of deed or contract Legal description of property purchased (lot, block and plat) or attach 3 copies of the legal description
Financial arrangements r " 1111 c-o"'i 6t ( op e-S G '
2. Total purchase (;1JY e price Was personal property included in purchase price (e.g., furniture, inventory, equipment)?
1 �, ❑ Yes I 0 If yes, list property and $
3. Down payment current (not replacement) value at right, and enter $
total in Box 5 below. Use back of form if needed. $
4. Points or prepaid interest paid by seller 5. Current value of personal property $
D $
6. Type of acquisition (check all that apply)
❑ Buyer and seller are relatives or related businesses ❑ Contract paid off or resold ❑ Property received in trade
❑ Buyer or seller is religious or charitable organization ❑ Name added or removed from deed ❑ Purchase agreement signed over two years ago
❑ Buyer or seller is unit of govemment ❑ Property condemned or foreclosed upon
❑ Buyer purchased partial interest only ❑ Property received as gift or inheritance
7. Type of property tran!Vrred (check all that apply)
❑ Land only / nd and buildings El col nstruction of new building after Jan. 1 of year of sale
8. P nned use of property (check one)
[ Zidehtial: single family ❑ Agricultural. Number of acres: (attach Schedule PE20A).
❑ Residential: duplex, triplex ❑ Apartment (residential, four or more units). Number of units: (attach Schedule PE20A).
❑ Cabin or recreational (noncommercial) ❑ Commercial - industrial. Type of business: (attach Schedule PE20A).
❑ Other. Describe: (attach Schedule PE20A).
8a. Will this property be the buyer's principal residence? ❑ Yes *o
Method of financing (complete only if seller- financed, including contracts - for -deed and assumed mortgages)
Assumed Contract Mortgage or contract- for-cleed Monthly payment Interest rate
mortgage for deed amount at purchase (principal & interest) now in effect
9. ❑ ❑
10. ❑ ❑
Sign here. I declare under penalty of law
Number of Date of any lump -
payments sum (balloon) payments
the information on this form is true, correct and complete to the best of my knowledge and belief.
enuntlaa• emmnlata ♦Ilia Qaetinn-
co
El cc
/
Yr Sit
SD
' r
Yr
Land
Bldg
Tot
pd /ma)ry property ID num,br/c7 /y/
0 r
Acres
Tillable
CRP RIM
Ube
De
Yr
Land
Bldg
Tot
Secondary parcel ID number
b.
Good for study $ I Yes No If no, give reason /code
��
C.
d•
x
HC
ST
Adjc
Adis
Use
Tillable EMV _
Apt
FM
Are there more parcels? ❑ Yes ❑ No
GA
c
1
My
2
My
ID
Put additional ID numbers on back of form.
Cc
CT
PT
Date
T
M
S
5
COUNTY COPY 17 03 7 5 8.
Sales Ratio Study
Whispering Pines
October 1, 2001 - September 30, 2002
Sale
Legal Description
Sale
Sale
Assessor's EMV
Sales
Absolute Deviation
Number
Lot/Block Subdivsion
Date
Price
2002
Ratio
from Median Ratio
1
1/4 Whispering Pines 3rd
Mar -02
$
140,000
$
101,000
72.1%
11.1%
2
9/1 Whispering Pines 1st
Apr -02
$
104,900
$
80,000
76.3%
7.0%
3
3/2 Whispering Pines 3rd
Dec -01
$
125,000
$
96,000
76.8%
6.5%
4
3/1 Whispering Pines 1st
Oct -01
$
120,000
$
94,500
78.8%
4.5%
5
3/3 Whispering Pines 4th
Jan -02
$
157,000
$
124,000
79.0%
4.3%
6
3/1 Whispering Pines 4th
Jan -02
$
150,000
$
121,000
80.7%
2.6%
7
1/2 Whispering Pines 1st
Aug -02
$
121,500
$
101,000
83.1%
0.1%
8
4/3 Whispering Pines 3rd
Jul -02
$
128,500
$
1G7,000
83.3%
0.0%
9
6/1 Whispering Pines 2nd
Jan -02
$
98,000
$
82,000
83.7%
0.4%
10
1/1 Whispering Pines 2nd
May -02
$
116,700
$
101,000
86.5%
3.3%
11
1/5 Whispering Pines 3rd
May -02
$
103,400
$
89,500
86.6%
3.3%
12
4/2 Whispering Pines 4th
Oct -01
$
101,000
$
87,500
86.6%
3.4%
13
4/5 Whispering Pines 3rd
Dec -01
$
105,000
$
91,000
86.7%
3.4%
14
1/3 Whipering Pines 3rd
Nov -01
$
99,000
$
86,000
86.9%
3.6%
15
10/1 Whispering Pines 1st
Sep -02
$
111,000
$
97,500
87.8%
4.6%
TOTALS:
$
1,781,000
$
1,459,000
1234.8%
58.1%
Statistics:
Mean Ratio = 82.3%
Median Ratio = 83.3%
Aggregate Mean = 81.9%
Range of Sales Ratios = 72.1-87.8
Average Absolute Deviation = 0.039
Coefficient of Dispersion = 4.65
Price Related Differential = 100.5
"2005 EMV / 10 -2003 THRU 9 -2004 SALES
"'TOTAL FIGURES (EXCEPT SALES) ARE WEIGHTED MUNIC AVERAGES
'?`
=��l�PR� DINT #1. #"
03/03/05
MUNICIPALITY
#SALES
%
MEDIAN
MEAN
COD
MUNICIPALITY #SALES
%
MEDIAN
MEAN
COD
BLOOMINGTON
904
4.25%
95.7%
96.7%
6.3
MEDINA
47
3.48%
95.3%
96.9%
5.1
BROOKLYN CENTER
520
7.13%
96.4%
97.0%
4.9
MINNEAPOLIS
BROOKLYN PARK
980
6.30%
94.9%
95.4%
5.1
MINNETONKA
500
3.87%
97.0%
96.7%
6.6
CHAMPLIN
361
5.63%
97.1%
97.3%
5.6
MINNETONKA BEACH
12
5.26%
96.1%
98.3%
4.9
CORCORAN
44
2.83%
96.4%
96.0%
6.1
MINNETRISTA
70
3.96%
96.9%
98.3%
5.4
CRYSTAL
417
5.70%
95.9%
96.6%
6.3
MOUND
188
5.70%
95.5%
95.0%
6.6
DAYTON
44
3.43%
97.7%
99.9%
8.3
NEW HOPE
248
5.46%
95.9%
96.9%
5.4
DEEPHAVEN
44
3.15%
96.1%
98.2%
7.4
ORONO
135
4.63%
94.9%
95.8%
10.4
EDEN PRAIRIE
658
5.28%
96.2%
96.0%
5.7
OSSEO
35
5.80%
96.0%
97.4%
8.7
7.6
PLYMOUTH
699
4.59%
95.1%
95.1%
6.3
EDINA
624
4.98%
95.6%
95.0%
EXCELSIOR
25
5.22%
95.5%
97.5%
10.4
RICHFIELD
531
5.40%
95.8%
96.6%
5.6
GOLDEN VALLEY
289
4.60%
95.5%
95.6%
8.1
ROBBINSDALE
302
7.03%
95.3%
96.6%
2.7
GREENFIELD
26
3.46%
95.6%
98.2%
7.3
ROCKFORD
2
4.44%
95.5%
95.5%
0.3
GREENWOOD
12
4.15%
95.1%
96.2%
5.5
ROGERS
78
4.44%
95.6%
95.8%
5.6
HANOVER
4
2.61%
97.5%
98.2%
3.4
STANTHONY
61
3.53%
95.6%
97.5%
7.8
HASSAN
25
3.21%
95.6%
94.0%
6.3
ST BONIFACIUS
40
6.02%
95.4%
95.7%
4.2
HOPKINS
123
5.24%
95.6%
96.1%
7.6
ST LOUIS PARK
708
6.15%
95.9%
96.8%
7.0
INDEPENDENCE
36
3.26%
96.0%
95.6%
5.7
SHOREWOOD
101
4.45%
95.7%
95.9%
6.3
LONG LAKE
20
3.91%
95.4%
95.4%
1.9
SPRING PARK
7
3.50%
95.7%
97.4%
5.6
LORETTO
9
4.84%
96.0%
96.2%
6.3
TONKA BAY
26
4.26%
97.5%
97.3%
7.1
MAPLE GROVE
733
5.22%
96.1%
96.5%
5.2
WAYZATA
49
5.57%
96.0%
97.1%
7.1
MAPLE PLAIN
24
4.70%
97.8%
98.4%
4.7
WOODLAND
10
5.29%
94.9%
94.4%
3.6
MEDICINE LAKE
4
3.31%
101.2%
97.4%
15.9
SUBURBAN HENNEPIN"
9,775
95.8%
96.3%
6.1
'PROPERTY TYPES: B,BJ,D,DJ,P,R,RL
ALL HENNEPIN"
"2005 EMV / 10 -2003 THRU 9 -2004 SALES
"'TOTAL FIGURES (EXCEPT SALES) ARE WEIGHTED MUNIC AVERAGES
APPEALS PROCESS
Informal Appeal
Property owners should be encouraged to call the appraiser or assessor whenever they
have questions or concerns about their market value, classification of the property, or the
assessment process. Almost all questions can be answered during this informal type of
appeal process. When taxpayers call to question their market value, every effort should be
made by appraisers to make appointments to inspect properties that have not been
previously inspected. If all data on the property is considered to be correct by the
appraiser, the appraiser should be able to show the property owner other sales that have
taken place within the market that support the appraiser's estimated market value. If
errors are found during the inspection, or other factors indicate a value reduction is
warranted, the appraiser can easily make these changes at this time.
Open Book Meetings
This type of meeting is less formal than the Local Board of Appeal and Equalization. The
assessor sets aside a time and place to meet with citizens as individuals to discuss their
specific concerns about their property. These meetings are an alternative to the local board
meeting.
Local Board of Appeal and Equalization
The Local Board of Appeal and Equalization is typically made up of city council members or
township board members. They meet during late April and early May. Taxpayers can'make
their appeal in person or by letter. The assessor is present to answer any questions and
present evidence supporting their value. In order to appeal to the County Board of Appeal
and Equalization, a property owner must first appeal to the Local Board of Appeal and
Equalization.
Summary of Duties
1. The board is to make sure that all taxable property in the township is properly assessed, valued and
classified.
2. If any property has been omitted, the board must correct the assessment by adding it to the list of
assessments along with its market value.
3. The board reviews the assessments of each description of real property consisting of land and
buildings.
4. The assessments of personal property are also within the board's jurisdiction. Personal property is
limited to mobile homes, storage sheds, decks or similar improvements located in a manufactured
home park, structures on leased public lands and railroad operating rights -of -way and leased buildings
located on land owned by the occupant and used for purposes of a homestead.
5. The authority of the local board extends over the individual assessments of real and personal
property. The local board cannot increase or decrease a class of property by a percentage.
(However, the county board can administer this type of change.)
6. The total of all individual assessment adjustments made by the local board must not reduce the
aggregate assessment made by the county assessor by more than 1 %. If the total of such
adjustments is greater than 1 %, none of the adjustments will be allowed.
7. The Local Board of Appeal and Equalization can only consider the assessments for the current year. It
does not have the authority to reopen former assessments.
8. The local board can raise the value of a property if it believes it is undervalued. However, it must first
notify the owner of the property of its intent to raise the valuation.
9. The local board must establish a quorum (the majority of the members must be in attendance) in
order for any valid action to be taken. The local assessor, by law, is also required to attend and take
part in the proceedings but has no vote. The county assessor, or an assistant, is also required to be
in attendance.
10. The board considers any complaints or objections by taxpayers. The complaints may be in the form
of a letter or can be presented in person.
11. The local board must complete its work and adjourn within 20 days from the time of convening.
Before adjourning, the board must prepare an official list of changes made to the assessment.
12. The local board can elect to transfer its duties to the county board if proper notice is given to the
county board, county assessor and taxpayers.
County Board of Appeal and Equalization
The County Board of Appeal and Equalization follows the Local Board of Appeal and
Equalization in the assessment appeals process. Their role is to ensure equalization among
individual assessment districts and between classes of property. The board meets during
the last 10 working days in June. Generally, a taxpayer must first appeal to the local board
before appealing to the county board. Decisions of the County Board of Appeal and
Equalization can be appealed to Tax Court.
Summary of Duties
1. The county board may raise or lower the assessor's market value (or the local board's market value)
on an individual property if the county board feels that it is necessary.
2. The county board can give a percentage increase or decrease to an entire class of property if it feels
that the original assessment is incorrect. These increases or decreases can be on land alone,
buildings alone or land and buildings together.
3. The county board cannot decrease the aggregate value of all the property in the county by more than
1 %.
4. The county board can change the classification of properties that are improperly classified.
S. The county board does not have the authority to act on an assessment from a previous year.
6. The county board cannot exempt property from taxation.
7. The county board cannot place omitted property on the tax rolls. It can, however, request that the
auditor place such property on the tax rolls.
8. The county board has no authority to make original assessments. It may only review and equalize the
current ones.
9. The county assessor is required to attend meetings of the County Board of Appeal and Equalization
and provide information to them as requested.
State Board of Equalization
The Commissioner of Revenue constitutes the State Board of Equalization. The board
meets annually between April 15 and June 30 in St. Paul to review the assessment for each
county. The board reviews the ratios and local effort for each property class and then
makes any necessary changes. These changes can be in the form of increases or decreases
and they are made to land, buildings, or both.
0
Tax Court
The Tax Court has statewide jurisdiction. Except for an appeal to the Supreme Court, the
Tax Court is be the sole, exclusive and final authority for the hearing and determination of
all questions of law and fact arising under the tax laws of the state. There are two divisions
of tax court: the small claims division and the regular division.
The Small Claims Division of the Tax Court only hears appeals involving one of the following
situations:
• The assessor's estimated market value of the property is less than $300,000.
• The entire parcel is classified as a residential homestead (la or 1b) and the parcel
contains no more than 1 dwelling unit.
• The entire property is classified as an agricultural homestead (1b or 2a).
• Appeals involving the denial of a current year application for homestead classification of
the property.
The proceedings of the small claims division are less formal and property owners often
represent themselves. There is no official record of the proceedings. Decisions made by
the small claims division are final and cannot be appealed further. Small claims
decisions do not set precedent.
The Regular Division of the Tax Court will hear all appeals, including those within the
jurisdiction of the small claims division. Decisions made here can be appealed to a
higher court
The principal office for the Tax Court is located in St. Paul. However, the Tax Court is a
circuit court and can hold hearings at any other place within the state so that taxpayers
may appear before the court with as little inconvenience and expense to the taxpayer as
possible. Three judges make up the Tax Court. Each may hear and decide cases
independently. However, a case may be tried before the entire court under certain
circumstances.
The fee to file in tax court is $135 ($25 for the small claims division). In addition, a county
law library fee is required for both divisions. The fee varies by county. Furthermore,
taxpayers are required to pay for the court reporter's time at hearings that take place in the
Regular Division of Tax Court.
The petitioner must file in tax court on or before Argil_ of the year in which the tax is
payable.
10'
City of Edina, Minnesota
4801 West SOP Street ■ Edina, MN 554241394 ■ (952) 826 -0365 ■ FAX: (952) 826 -0389 ■ TTY: (952) 828 -0379
2005 Notice of Valuation and Ciassiflcatlon
For taxes payable in 2006 — This is NOT a bill
Property Identification Number.
Property Location:
JANUARY 2, 2005
EDINA MN 55424 -1133
The values indicated are for the January 2, 2005, Assessment for taxes payable in 2006. The prior year data has been
included for comparison purposes.
2004 for 2005 Taxes 2005 for 2006 Taxes
Property Classification: RESIDENTIAL RESIDENTIAL
HOMESTEAD HOMESTEAD
Estimated Market Value: $989,900 $989,900
Limited Market Value: $717,700 $825,300
Value of New Improvements:
This Old House Exclusion:
Taxable Market Value: $717,700 $825,300
Est. Market Value Deferred:
1 — Call Local Assessor
If you believe the 2uu5 estimated market value and/or classification of this property has been determined incorrectly, you have
the right to make an appeal. Inquiries concerning valuation or property Gass should first be directed to your Assessor's Office.
This is an important first step of the appeals process. Many times questions and concerns can be addressed informally, prior to
the Local Board meetings. You should contact the Edina Assessor's Office at (952) 826 -0365.
Appeal Option 2 — Boards of Appeal and Equalization
Stem #1- `Crtir'af.Edina Baai'd of Ac�peal:and Eaualizatior�:
If you believe your value or classification is incorrect, you may bring your case to the Local Board of Appeal and
Equalization. You may appear in person, by letter, or be represented by an authorized agent. Please call your
assessor's office first, an appointment may be necessary. It is required that you first attend the Local Board prior to
attending the County Board of Appeal. The Board convenes at 5:00 PM, on Monday, April 11, 2005, in the Council
Chambers, City Hall, 4801 West 50th Street, Edina, MN 55424. If you wish to make an appeal before the local board
di4 #2.- Henneoln County Board of Abr>eat artd' Equalization
The County Board of Appeal and Equalization begins on June 13, 2005, at the Hennepin County Government Center,
300 South Sixth St., Minneapolis, MN 55487. Application is required no later than June 6, 2005. To appear before the
3 — Minnesota Tax Court
amen �.ra�ms �rrv�wn
You may take your case directly to the Small Claims Division of Tax Court it
• The assessor's estimated market value of your property is less than $300,000; or
■ The entire parcel is classified as a residential homestead (1a or 1b) and the parcel contains no more than one dwelling unit; or
• The entire property is classified as an agricultural homestead (2a or 1 b); or
• You are appealing the denial of a current year application for homestead classification of your property.
Regular Division
Regardless of your property type or the nature of your claim, you always have the option to file directly with the Regular
Division of Tax Court. You have until April 30, 2006, to file an appeal with the Small Claims Division or the Regular
Division of Tax Court for this year's valuation notice.
For more information, contact: MN Tax Court, 25 Reverend Dr. Martin Luther King Jr. Blvd., Room 245, St. Paul, MN 55115
Phone: 651- 296 -2806 TTY Relay (800) 627 -3529 Teletype]
Web site: www.taxcourt.state.mn.us E -mail: info(& - taxcourt.state.mn.us
11
( e City of Edina
/A 4801 West 5& Street
•� Edina, MN 55424 -1394
IMPORTANT: Property Tax information
Valuation Notice
EDINA MN 55424 -1133
PRESORTED
FIRST -CLASS MAIL
U.S. POSTAGE PAID
MINNEAPOLIS, MN
-PERMIT NO '4395
IMPORTANT INFORMATION AND DEFINITIONS
This notice is to inform you of the market value and classification of your property for assessment year 2005. The
property taxes you will pay in 2006 will be based on this valuation and classification. If you believe your valuation and
property class are correct, it is not necessary to contact the assessor or attend the meeting listed on this notice.
Property Classification
The statutory classification that has been assigned to your property based upon your use of the property. A change in classification of
your property can have a significant impact on the real estate tax payable. Please compare the 2004 and 2005 classifications listed on
the other side of this statement.
Estimated Market Value
This value is what the assessor estimates your property would likely sell for on the open market State law (M.S. 273.11 Subd. 1) requires
assessors to value property at 100 percent of market value.
Limited Market Value (M.S. 273.11. Subd.1a)
Limits how much the taxable value of certain properties can increase. With the exception of new improvements, the value is limited to the
greater of: 1) 15 percent increase over last year's limited value or 2) 33 percent of the difference between this year's estimated value and last
year's limited value. This only applies to agricultural, residential, timberland, or noncommercial seasonal recreational residential (cabin)
property.
Value of New Improvements
This is the assessor's estimate of the value of new or omitted improvements you have madeto your property. These improvements are not
eligible for limited market value.
This Old House Exclusion IM.S. 273.11. Subd. 16)
Applies only to homestead property 45 years of age or older and valued at less than $400,000. Improvements that increase the estimated
market value by $5,000 or more may have some of the value exempted. Only improvements made before Jan. 2, 2003, and
assessed for the 2003 assessment will qualify for this exclusion. More information on this exclusion may be obtained by
contacting your Assessor's Office.
Taxable Market Value (M.S. 273.121)
This is the value that your property taxes are actually based on, after all reductions, limitations, exemptions and deferrals. Your 2005
value, along with the class rate and the budgets of your local government, will determine how much you will pay in taxes in 2008.
Market Value Deferred -Green Acres and Open Space
Only applies to agricultural and open space property that is facing increasing values due to development pressures not related to the
agricultural or open space value of the land The assessor arrives atthis lowervalue by looking at what comparable agricultural or open
space land is selling for in areas where there is not development pressure. The taxes on the highervalue are deferred until the property is
sold or no longer qualifies for the program.
Market Value Deferred -Plat Deferment
For land that has been recently platted (divided into individual lots) but not yet improved with a structure, the increased market value due
to platting is added over a 3 year phase -in period. If construction begins before the expiration of the phase -in period, the lot will be
assessed at full market value in the next assessment
Commercial/industrial Property (M.S. 273.13. Subd. 24)
Each parcel of commercial and industrial property has a reduced, 'preferred' class rate on the first tier of market value ($150,000)
and a 'non - preferred' rate on the remaining market value, except in the case of contiguous parcels owned by the same person or entity.
Contiguous properties are classed at the 'non- preferred' rate. Please call your assessor for details and exceptions.
12
City of Edina
BOARD OF APPEAL AND EQUALIZATION RULES
AND PROCEDURES
1. GENERAL
The following rules and procedures shall govern the Board of Appeal and
Equalization in the exercise of the authority and responsibilities granted to
it pursuant to Chapter 274 of the Minnesota Statutes.
2. MEETINGS
a) The Board shall conduct annual meetings and hearings in
accordance with Minnesota Statutes, Section 274.01, subd. 1, and
make preliminary determinations of property classification and
assessment matters. The Board meetings shall be conducted in the
City Council Chamber of the City Hall. The City Clerk shall give
published and posted notice of the meetings at least ten (10) days
in advance thereof.
b) All meetings of the Board shall be considered open meetings and
shall be conducted in accordance with the provisions of the
Minnesota Open Meeting Law (Minnesota Statutes, Section
471.705).
c) The Mayor of the City Council shall act as the Chairperson and
shall preside at all Board meetings, and shall have duties and
responsibilities specifically prescribed by any applicable laws and
regulations.
d) Board meetings shall be conducted in accordance with Robert's
Rules of Order.
e) Three (3) members of the Board must be present for a quorum to
exist in order to conduct Board reviews. Formal action may be
taken by a majority of those members present at a meeting.
f) Board meetings, shall be attended by the City Assessor, and /or a
designated City staff member, and a recording secretary. The
Board may also request the advice of the City Attorney on legal
issues which arise.
g) Upon receipt of the completed applications of property owners or
taxpayers, the City Assessor shall schedule hearings thereon.
Board meetings shall be held until all petitions have been heard.
Each appellant will be allowed a maximum of ten (10) minutes to
present any data or information relevant to the market value or
classification of the subject property. The Assessor, or a designee
assigned by the Assessor, will be allowed a maximum of five (5)
minutes rebuttal to present any relevant information to support the
estimated market value or classification assigned by the Assessor.
13
h) The Board shall take each petition under advisement and shall
render its determination thereon at a subsequent meeting of the
Board.
i) A list of all appellants and copies of all Board determinations shall
be sent to the City Council for final consideration and decision not
more than twenty (20) days from the commencement of the Board
of Appeals and Equalization.
3. CONFLICTS: EX PARTE COMMUNICATIONS
a) When not in session, the Board shall not accept or consider any ex
parte communications concerning parcels being reviewed, except
as requested by the Board, at a regular Board meeting, in order to
render an equitable decision.
b) No Board member shall participate or vote in any deliberation
relating to property in which he or she has a conflict of interest. A
conflict of interest exists where a member:
1. has a material, financial interest in the property, or is
affected by the issues, or proposals greater than other
members of his /her business classification, profession, or
occupation; or
2. is a director, trustee, officer, employee, or agent of any
business or institution directly involved with the property;
or
3. is related by blood or marriage to an individual having
any ownership interest or other pecuniary interest in the
subject property.
Prior to the commencement of any discussion or
deliberation a member who has a conflict of interest shall
disclose orally that he /she has a conflict of interest to the
Board chairperson, and excuse himself /herself from any
further discussion or deliberation on that case.
14
AH u1Av • 4W TAT tt t srA.TP
BPP, j • f:9VRTi ;YACTMJTAg
;.PAGE H4 •STAR TRIBUNE:
HOmes.
SATURDAY, JUNE l • 1996.
Assessor's aluation Nand rare[ price...;
I
not shwa s sa
y me but affect each other
..
By Neal Genciler
Srar_Tribune :Staff Writer - "
, is market acnvity, . said -John Hagen,
manager of,the Minnesota Department
: tive. listing because she believed that it
was overvalued.
"
The .notice that your local govern""
of Revenue's property'tax division's in-
formation and education section. Con-
"This house 'had been taxed for a
considerable time.lbased on- an:assessed
ment has ;fncreased the valuation of your
home is an invitation to' practice. what
sumers decide market : value. when
houses, are. bought" arid. sold.;: But :that
valuation op $115,000,-" she said, but she
could find only one comparable house in"
.
,;.
you preach to your children: Remember
the virtue of delayed gratification." '.
doesn't Mean that the sale `price auto -.
matically becomes the marketvalue
, the area that had.sold for. more than
$100,000 in .the previous year. She. told
''
Q•
Rising home values are a two -edged
sword•, they can .mean ,a bigger profit
, . "Each sale is part of the sales that we.
,analyze on a` collective basis," Renae
the seller, what she thought the list pace
. should be =,and didn't get.the listing
„
when you sell but potentially higher_ tax -.
es :in the meantime: In .other words,
said:' Inotherwords;whatyou,pay; for.
, the house is reported, but it gets tossed
, "' "My competitor' went' inand'listedIt
of $112,500," she said.
_
when the assessor comes to the door to::
look around, remember'what your par-
into the mix with aB:the other'sales. "If
somebody paid too much fora house for
"It 'was a beautiful home on the
top end. of its neighborhood," she said
"
grits said: "Someday you'll thank the for
whatever reason, that's going- to very'
butthemeighborhoodwas the problem.
b...
this."
Keep in mind that assessors are re
slightly.inerease the schedule; he said,
".But if the dominant purchase prices are,'.
" Location is everything. ",
Sellers often pay a lot of attention to'
Mane O'Donnell,, Burnet Realty
gitkpd by, state law to make, house valua
lions refi4et acivaftnarket value Accura
, $70. a square,foot,'that.'s what, our basic'
" " :: schedule will be basedon:,',Outliers [oc ,
assessed valuation - Craven sard':
"They tend to establish value based
�
take -a lump But I; don t get very many
calls about that: = i tend to et them
cy helpa everyone pay no;more than
their. fair share of "the cost of public
_- currences far,from ihe,norm] don't influ y:
etice tlie'schedule that' much its real
on'that, and many tune §you have. to go
in and say That isa t relevant especial-
. when people.have been there'd f w years'
-and their taxes ta$e a lump."
services.tax -asses
assessor's ,yaluatlon of a
l the attem of sales
Y Valuationseare'oh ed.
ly ni a fast market
ate amount of
B oiler'
-
Higher 18, b6tt@f�
. house,is>one of the variables m a home..
sale that may be misunderstood. The list.
inflation or d flatioh in beal a rate:.
'market or because a property; based on i
.
attention.. because y think it reflects
` market value; 'said'Diane'O Donnell a
People ,have o look at. assessments
the right way said Larry Peterson, presi;'
Price and; the. Valuation.may..differ, and - :an analysis: of sales; is assessed, incoi
In fact, the price'pod will .affect future redly, Renne- said: That may occur be �
Realtor,bi Burnet ReIaltyd Maplewood
, office.., "A. tax assessor has' a, whole lot
;; dentofthe -MiriheapolisAreaAssociauon
''.of Realtors:'Some buyers view valuation
valuations.
The assessor swaluanon'also is taking
cause of changesin.themarket,•especial';
-1y when different kinds bf houses•change,:,
more ' credibiltythana - 'salesperson ."
she said But.:she,, too; said assessed;
.below.11st; price as '.a justi8cetion: :for
less, but: even if-th'at'succeeds,
on mote importance, in the transaction
itself as high- tech�:in age:_underwnt
value at different rates;
valuation may not reflect the market
'I' live m . one f those Properties
,offering
undervaluation.won't lastforevez -nor.
taxes be the main
g syste y..
a19ers and
Market Iff flUi(I
..of .
taxed at 'a value'hngher than-what I'can
.should concern
"People's No:.- priorityis -to buy the "
- endent a rnor on alua
P PP
lion 'records, in determinin g loan ap -,
Realtors, say that because. of rapid
changes in,the real,esCate ;market theu :'
` get;" O'Donnell said. "So; I can be''rather;
empathetic, ". She said that assessed'aad
.I-
.' house," hd`said: He said`he'Hgures that, ,.
folks ;who've owged'a. home, for a''
P.i°t'*
comparative "market „atlalyses_ °can pro ,,:
market'values: are getting, much closer
,most
:',few years',;couldri't afford to buy. their
YalUatlon end rhs6
p.
duce more accurate values than an as �,
valuauon
Sha used to see,'a 5 percent difference
houses atfoday prices
Under state law, assessed valuation..
sessor's. that is made once a `'
year. However, it�can be hard to con ;
now it's about 2 percent. ";
Buyers may. use assessed value as a:
" . ' So ft's good news bad news, Pefer- j
son said: ".The good newsas your House
must be within 90: to 105 percent of real
market value or it's adjusted: -.
wince clients:.`. . ,.
"In the city, what we re ddaling with.',.
measure of whether they're paying too
much, O'Donnell said. Some .call after
is worth' a lot more;: the bad news is the
cast of living Were,goes up.” :
Markei:value.is:•'the. most'probable
rice :.: a roe brie if exposed
p P P. P g
many. times is that assessed values...'
are hi er than wha .the market anal Is ::'a
t.
the, sale to check the assessed :value
ainst market value if Weir taxes. o u
g, P
Hagea; put, it another way; Pretend
that the assessor's' valuation is the most
for sale on We'o en mark t;b a seller
e Y
who is willing but not obligated to
shows the:propertyshould.be listed at
prealdefii the St :°
Usu ally, she said, tells,them Wat,We
is `right
.you db' 'permitwd.to geffoi selling your
.self ,said�;Sheryl'Craven,- of
- allowing'a reasonable time to'finif a '" PaidAreaAssociationofRealtors!
assessment on the money., '`'
$fie: added "Occasionally.Imillwarn
house.- in ttigt case, you'dsuie. want it
valued fully`.,
puichaserwhois willing but not obligat
ed to buy,.", said a °document.lrom Scott
In,'a fast 'market ',a house may bg,;
undervalued, but more of a problem for"..
people'ihat We valuation: has not kept
up with the marketplace and.not to.be
".5o,wfienthetiextnoticeofincre: ;
:,valuation arrives, remember: another, of
Renne, Minneapolis city'assessor.
The
;The bestindicatar of fair market value
agents is overvaluation. Craven; an EdI ;,.'surprised.aftei'we
na Realty agent, recently lost a prospec-
,
file the certificate of
real'`estate transaction and their. taxes'"
'those timeless' parental for `
your own good."
Many popular myths about as$es_sment still considered fact
By Neal Oendler
Star_Trfbune Staff. Writer
valuation;, Hagen said: Also, We amount :
of tax collected didn't triple when the
':
>"' Fact: `See'previous fact. True, in an
inflationary environment; taxes tend to
In practice however, assessors; tend
riot to go where, they're unwelcome:.In-
t Several" popular assessment myths ,.
valuation was tripled, so , the change
didn't make an enormous difference
increase; along with everything else. But
increased taxes are the result of: in-
stead, the assessor does what's called an
arbitrary assessment, trying to estimate
persist, and folks who practice that
sometimes unwelcome art find them-,;
Minnesota Statute 273.1 l states:
"All real property shall be valued at its
'creased government spending: if every-
. one's home value rose butgoveriimental ,inside,
the ,value of the property with out going
and the, assessed valuation'prob-
selves catching misplaced blame. Here '
are afewmiseonceptions:
market value, * . which is defined as "the.
most probable price estimatedin terms
budgets did not rise = or if the tax base
or other sources. of revenue increased
ably will tend to be on the high side.
Myth: Houses aren't valued for tax
of money which a property will bring if ,
exposed. for sale on the; open market ".:'
.
sufficiently to -cover budget increases = .,
property taxes could remain the,same or-
> Myth: When the local government
needs more money, it reassesses home.
purposes at their full value.
and seller. and buyer are willing but not
even fa1L
values upward..
"> Fact: This maybe one the most,
persistent myths,:. perhaps ,because :it,
obligated to. sell 'or buy. Assessments .
must fall from 90, to 105 percent of the
Note Minnesota's residential proper-
> Fact. "It is totally untrue that valu-
ations are increased to raise more mon-
used to be fact
market value, or an adjustment.is made
ty taxes have a two -tier system; your
eyfor a taxing jurisdiction," Hagen said.
Before 1970, assessmentsWere based
>; Myth: The assessor determines
taxes could rise if a 'new valuation
pushes your home Into the second tier,
"If You took all the valuations In a taxing.
jurisdiction Y and doubled them, but the
#i somethin called and true' val-
g
;tie, said'; John Hagen of the Minnesota
property
your tax. ;where
::. > ,Fact:'Governmental bodies, not as, :
the amounrof home value above
$72,000 is taxed at a higher rate than the
public d
public budgets in that jurisdiction didn't
change,> the taxes owed wouldn't
Oepartmer4 of Revenue's: property'' tax.
division D$spite the 'how
sessors; determine budgets; tax rates .
amount below:
change." The exception is if the increase
. name; those:values
were neitli�T full nor true but.were "sup- .
posed to equate to one-third of the
much tax per dollar of value are
set so that .taxable, .. property provides : •
> Myth: If I don't let the assessor in,
pushes your house. into the second tier
of property tax rates. "All you do by
actu- needed revenues The assessor does not,
marke>;iialue okthe•property.' .- •. , set ta>Frates• .: ,,,
.' gedi bae folks didtr'r tiffs �T.Ni G fRl 3 1'.1 U ]t kc'k L�J f b ei
Shan •1. I
he orshe can't increase my valuation.
' > Pact: Bad idea., a g��e,s
iT `Y si
sots access to the AtliitNey�anect'�a
valuation Increases or decreases is you
e e,' �j
. t►4 p!, 1>dA orf. FPi;
K��
ZTfglil{Nay tirChus'e°bhekiltc6g7ti= 10f�ftLi"ihCredsEd vllQdh'b]n dFyotii !
pitipett�i;
come back
t rSGoee but ju §i't Iiange [Fie
ers were $it sent annual statements of
t
.
house means [fiat your taxes will go up
with a sheriffs deputy, Ha-
gen said
sizes of the pieces:"
I
15
ATMAY, JUNE 1 1996
STAR TRIBUNE • PAGE HA
AssessorsAry to determine
true market valu tf--.,arope, iYfl`
By Neal Gati�er';.
homogenized . into_ pAces paid. for ,all
houses that-kind r.
-Suw Tribune Staff Writer
of
Sots are required by state law to
The app*sWs vlaft
..Vw ky: property, at market value
said in an initial evalua-
Hagen s i that
tion of aparticular property, "You have,
.every-year-,
The, law allows for human frailty by
seftinj":arange of accuracy, Properties
to walk through and make judgment;
about the quality of ihe..worlananship,
in a valued, at 90 to 105 percent of
quality of materials. Once you have
a market. ue, or the s,tati board.of
e u makes adjustingnts to make
'made that determination; you assign, a
grade to it That's a base ' line that doesn't
theta. fit,
d I om6ioition of pa-.
ei e. a s a.c
have to.beciiimiled."
Houses are a physically deteriorating
,
Peiwark,, computer Work,, judgment of
asset, but they are more likel tdappre=
of inflation- T Increased
market trendi'andinspectiori.,
h at6dss6t has, did final
w.county.
clate•becausi
construction and land costs.,
Ili ' in cities 9 the,
res . 0i I in . sib ty exce f th first
It Du-
clak Miantapo a,. St., Taut and
Scott R6 city asses-
L fine, M eapo
soir,note d that 25 percent of the house's
John" Hagen,' , information
m r the Minnesota Department
E.
value is attributed to the land on which
it sits. The rest is derived from What . the
of s property tax division.
.
may
appraiser -sees: size — measured exter-
nally suChaO a. fireplace
The oersondoin g the'ass'essmeni
lie a county t -a ll-,
y or. city' employee -or
- -and ,featureg
'-'and extra bathrooms.
'� '
Be orwoikingiorid contract,
ceni d r, I or _'
$a
- sild'ani appraiser looks' a a
`- k agen . ai
house much as a potential buyer would.
Hagen said.
The -state requires- that property be
.
emulate
"The' assessor .is trying to e
what a typical buyer would pay for the.
viewed by.a n assessor adedst once every
four years, so assessors generallyphriw
house," he.saidL "They look for anything
cagy inspect 25 pe rceni of the houses in
their jurisdiction :every year.� That's no
.'that adds to or detracW from value".
d to,, other houses of that
' compare . v, . . I
small chore; minneapolW 11 residential-
a
will is im po rtarit, to
type. Kitchen q ty
property assessors are.• responsible. for
ut 90,000 di.4ellings of one to three
about -
buyers, id it's important to assessors.
: henne said visits to older houses are
units.7hiki is ' 'one reason, that the view=.
ing may be as-drople as a drive or walk
that our. records.'are
roade. "to. ensure ling for
current.. and accurate,"; correcting
0astthe.front and back to See if anything,,
c
new features. or conill ts with
'. keeps o. n all
hak changed noticeably
cards th. e city . properties .An
—,
.,.'AdniialvguaddiLbcgi!ls,wim�7 meal r�,
sumpt . I i I )w1hat,, , 4 pr I PpeM-. es .. ';g . @ i*lY,'-,��,,i3�ote'eiipensive.properties and for, ally'
assessed;" Hagen . said; and thdrithby'Are -;N , that have had a - lktilding P_ it ltn�'ai'l
the ecorlo 'dlik:6 o
adjusted to'reflicfch;�jes inth - -appeal. If we had the staff, wb'dl t
my. or the I q real 66jit6..market; deprecla do an internal appraisal once :every eight
tidii or alterations - t . 0 th- ti�.as. years."
V proper
noted irpermts,or. by a'. visit ' When
appralse
rsloo k at- the exterior
" Sale )f a'prdper t3 generates a "they just look to r Signs of
cote of real estate 'value`which ,may; change, " such'as Whether tberehavi
affect: th' on, idid an*. additions that' haven't bibn
at pro ft�s
pe
database for adjusting the entire market. cay; -in wn icn case uit7 U wain LV "a—
- "If
for that neighborhood or kind of house.: ,
"The assessor may learn that 19.60s,:'.
an interior. inspection, . Hagen, said.
everything appear$ the same,..they may
ramblers, for example are selling I for 15
: assume that nothing in the baseline has
- percent . more then they.have,thern val-.�'
u. rc at, . extrapolate
d Hagen said. "ThWU
changed.".'
A building permit will trigger a reas-
thatfrorn the market and puta:15 per-
cent increase driall like prope rties.,"
sessmeni, unless it's for maintenance,
such as roofing, Which isn't considered.
_Remie',.sa1d7
i, process
. Computers have made this
-far more accurate and efficient, irfreas-
to add to a home's value,
I
'But if I put. in a. new bathroom, or
"_'
Ing the amount of information. fed in,
fireplace, that'll generate A visit
and the preclsionof d ' ata spit out. Hagen
it's easier now to identify. Which
Reducing the pain
said
kinds of housesin which locations are
appreciating or depreciating because the
� Some improvements don't add q lot
to the assessment —,or the sale price.,
computencan handle more variables.
that affects
"The bulk of the valtieisinsquare
footage," Renrie said. -if you finish.off A
An example of : a variable
valuation is interest rates, which Hagen
said"have a strong iiiii I . I .
uence.
recreation. room in your basement..
there's not allot of.4sihii In that anyway,
.
H said, "Whenthey'jehI6, people
,,eg ,
Ord as much house, so the lower,
treats An
not as far as the market treats it... y
A area above grade is worth a lot
finished
can
valued houses increase in demand and
more than. any finished, • area below'
price. When interest rates are low,'that
tease the sales,
had a tendency,, to increase
grade.". . older . o I us . es'
Owners, of o h , get a break
,
price of more expensive, hdrriesbecause
okfi6 greater demand ftir them . .'which
J' d ''i'itateiiiw'ni(Aoimedifterthe-TV
-un er
show "thli Old House. mprovimenis
, - , . 'T .,
. . ;,
causes 'a lot of. Smaller. housos-10
decline in value: becd.un there's less
to old �'mhy.
"I . ': . ekbinod
q foi - total or partial on
-6m 'taxes:
market for them
for a house,than'-'year6,
increased property for .10.
then the Improved value is,phased
Even if you pay,m( )re
its assessed value, the said price doesn't,
in over five Ye.1113, ReDlid said
By show u� vassels
ittioniiiica eif"
0
16
assessed value," Hagen said, "Typically,'
there's been some change to the proper-
5. V q5.�?' rtflrWr rnb.,)
from M.'
'The total Value of that benefit can be
Renne said some pdoole, complain
,.�"i
up $16,000 Iii tai savings," he said.'
that the valuation Is too IoW; sometimes
.to
. Some people, try to hide Improve-:
ments from the assessor, but Hagen said
because they are seeking a home equity
loan and need a higher valuation to
.that doesn't pay.;
. . "Often, taxpayers will finish parts of
borrow whit, they need. Arid some peo
pie want to protect their investment,
their house or- substantially renovate
parts%of their house and not pull a- pet-
"We have Individuals who have mar-
ketability problems in " some neighbor=
mIt'_ which may be legal In some cities
assessor find
and try not to let the asse
hoods, and those Individuals are very
unhayy with us if We reduce values,*
out," Hagen said. : . : . - . .
He said people who don't allow the
he. said
Property owners unhappy with their
assessor in ilose:"big time." Legally, the
valuation can appeal to a local board of
assessor can return with a deputy sheriff,
review, then a county board of equalize -
but the usual practice Is to do what's
called aii "arbitrary. assessment," an at-
tion and then to Minnesota Tax CoM
Hagen said. The state also has refund
tempt to estimate the value of the prop-
erty without going Inside.
programs for people whosi real estate
taxes have Increased significantly or are
. "It's common- practice that In cased
like that assessors make the assumption
high in relation to their Income.
Hagen said there'sno good record.of
that the'quallty of finish Is excellent," he
.said. In other words; they guess high;'
how often. people appeal statewide.
Renne said that in Minneapolis, "we
usually have about 200 people at our
Asking for trduble?,',
local board of equalization, and requests.
Some folks actually ask for an asses-
gor to visit.
for Informal reviews are about 1,000 a
ear.' He estimated that Minneapolis
"It happens frequently when people
buy a house and they pay less than the
Kas 700 property tax court cases a year.
` Said about 20 percent of re-
assessed value," Hagen said, "Typically,'
there's been some change to the proper-
4iiesis fr reduction Eire granted and.
another 20 percent succeed after appeal.
ty . depreciation or deferred mainte-
nance that hasn't been noted on the
He said he'd like to convince people
"that the appeal process Is not adversarl-
assessment.
al. We View it as problem solving. We
"Occasionally; before they sell, they
Will aslei6�. have 'lt',reiis'Sesseda.n.d.ha.ve,
want to treat the taxpayers as customers
finding We ca . n agree. on a revised
the value bitter reflect whit it's worth . rth so
number or that the existing number Is
a buyer won't ask, 'Why are you asking,...
$200,000, when It's;*, only valued at
appropriate."
He said that with an.appe ' ali it's tare
$150,000? , he said: t
that valuation Is increased
Purpose of the local board
•Provide a fair and objective forum
for property owners to appeal.
■Goal of the local board is to
address property owners' issues:
o Efficiently;
o Fairly; and
Objectively.
Local Board of Appeal and
Equalization Training
This presentation was developed to '
accompany the training course for local
boards required under Minnesota Statutes,
Section 274.014.
November 2004
Purpose of the local board
•Provide a fair and objective forum
for property owners to appeal.
■Goal of the local board is to
address property owners' issues:
o Efficiently;
o Fairly; and
Objectively.
1
Impetus for the training
-Training was enacted in response
to complaints made to the:
o Governor;
Legislature; and
Department of Revenue.
Ile
Common complaints
• Some local boards wouldn't meet for
lack of a quorum.
• Some local boards held meetings
without quorums.
• Some property owners found the
experience to be confrontational.
• Some local boards claimed: "We don't
know anything about value."
2
Training requirements
• Enacted by the 2003 legislature.
-There must be one voting member at
each Local Board of Appeal and
Equalization meeting who has
attended the training within the last
four years (beginning with the 2006
local boards).
® r
Impetus for the training
-Training was enacted in response
to complaints made to the:
o Governor;
Legislature; and
Department of Revenue.
Ile
Common complaints
• Some local boards wouldn't meet for
lack of a quorum.
• Some local boards held meetings
without quorums.
• Some property owners found the
experience to be confrontational.
• Some local boards claimed: "We don't
know anything about value."
2
Common complaints
• Some local boards gave preferential
treatment to family and friends.
• Some local boards turned to the
assessor and asked: "Are they right ?"
• Some local boards said: "If they cared
enough to come to this meeting, they
should get something."
211.011 foul boudo; appeals and eguWatien mic. -
ad netiog aqudraa4. - - -
9utiriaim I. laadhat for lout hnarda. By m
Lter than January I, 1085, the maa�a:iax of reem a ran:
duel; a hwtook det,U39 p[euduree, respwalilitita, a:A
r*i, —t, fu 1-1 bonds 0: gps3l . ad eq.Jution. fie'
n awl ut Imlade but Deed ool u 1 LJb a, Fh [ l- o'f
;Ile ]wal [mrd'Lyrlrc e3essr VF-o�e %� be legal'artl a71[y
(`33md lw 131 ad- igattlzl'apyea_ ud`egwhutim hearim,
Ixal toard neetiog preoeiav tbat foes[ fair ax impartial
an3eaaaenl :Kim and Me: beat p :dice, eM Watlm:,
g-cw rquirateot5 for :xW foaru, and cf
al telnite th,43 e' {p.31.
® Ka'
Compliance requirements
............... ........ _ ...... __ .......... _ ....... _ ... ..._ .... ..- _......
•At least one voting member at each. .
Local Board of Appeal and Equalization
meeting must have attended the
appeals and equalization course; and
•A quorum must be present at each local
board meeting.
-
3
Current statutory
language
• Initially requires that all local boards
take the training by January 1, 2006.
• Beginning with the 2006 local boards,
each board must have a voting member
present who has attended the training.
RPM_aC
DOR interpretation of
current language
• Every January 1 (beginning in 2006), DOR
will send a list with the names of all officials
who have attended the training within the
last four years.
• Jurisdictions that are not on the list (i.e. have
not had someone attend the training within
the last four years) will not have local board
meetings, and the valuation notice will list the
time and place of the open book meeting.
IL-3
2
Current statutory
language
• Currently seeking legislative clarification
and modification of dates.
• If changes are made, DOR will notify:
• All county assessors;
• League of Minnesota Cities; and
• Minnesota Association of Townships.
■ In the absence of clarifying or changing
current language, you must plan to meet
the current requirements
Current statutory
language
• Initially requires that all local boards
take the training by January 1, 2006.
• Beginning with the 2006 local boards,
each board must have a voting member
present who has attended the training.
RPM_aC
DOR interpretation of
current language
• Every January 1 (beginning in 2006), DOR
will send a list with the names of all officials
who have attended the training within the
last four years.
• Jurisdictions that are not on the list (i.e. have
not had someone attend the training within
the last four years) will not have local board
meetings, and the valuation notice will list the
time and place of the open book meeting.
IL-3
2
DOR interpretation of
current language
• If a city or town does not have a voting
member present at a Local Board of Appeal
and Equalization meeting who has attended
the appeals and equalization course within
the last four years:
the assessor will take over the meeting changing
it to an open book meeting; and
the jurisdiction also is deemed to have
transferred its local board duties for the following
year (minimally).
DOR interpretation of
current language
• If someone from the jurisdiction has
attended the training. but that person does
not attend the local board meeting (for.
any reason):
u the assessor will take over the meeting
changing it to an open book meeting; and
a the jurisdiction also is deemed to have -
transferred its local board duties for the
following year (minimally).
® Il4�
DOR interpretation of
current language
• If a city or town does not have a
quorum present at a Local Board of
Appeal and Equalization meeting:
the assessor will take over the meeting
changing it to an open book meeting; and
the jurisdiction also is deemed to have
transferred its local board duties for the
following year (minimally).
DOR interpretation of
current language
• If a city or town does not have a voting
member present at a Local Board of Appeal
and Equalization meeting who has attended
the appeals and equalization course within
the last four years:
the assessor will take over the meeting changing
it to an open book meeting; and
the jurisdiction also is deemed to have
transferred its local board duties for the following
year (minimally).
DOR interpretation of
current language
• If someone from the jurisdiction has
attended the training. but that person does
not attend the local board meeting (for.
any reason):
u the assessor will take over the meeting
changing it to an open book meeting; and
a the jurisdiction also is deemed to have -
transferred its local board duties for the
following year (minimally).
® Il4�
Reinstating local boards
■ Once a local board has been transferred
to the county, it will only be reinstated
by the following:
Resolution of the governing body; and
Proof of compliance with the training
requirements.
-Above requirements must be certified to
the county assessor by December 1 to
be effective for the following
assessment year.
Example
......... .............................
• The Spruce County assessor takes over the meeting
and changes it to an open book format.
• Spruceville Township will not be able to hold its 2007
local board meeting — it will. be an open book meeting.
• If Spruceville Township passes a resolution to reinstate
the local board and certifies this action to the county
assessor by December 1, 2007, it can hold its 2008
local board meeting. (John is still in compliance with
the training requirements since he attended the course
within the last four years — July 28, 20004.7)
Example
• John Doe, Spruceville Township Board supervisor, attends
training July 28, 2004.
• John Is the only member of the board to attend the
training.
• On January 1, 2006, DOR sends list of training attendees
to each county assessor.
• The Spruce County assessor plans for Spruceville
Township to have a local board meeting since John has
attended the training. The meeting is scheduled for April
17, 2006. 1,.
• John is ill on the date of the local board tind
does not attend.
Example
......... .............................
• The Spruce County assessor takes over the meeting
and changes it to an open book format.
• Spruceville Township will not be able to hold its 2007
local board meeting — it will. be an open book meeting.
• If Spruceville Township passes a resolution to reinstate
the local board and certifies this action to the county
assessor by December 1, 2007, it can hold its 2008
local board meeting. (John is still in compliance with
the training requirements since he attended the course
within the last four years — July 28, 20004.7)
Role of the local board in
the assessment process
• The local board can change the value or
classification of a property for the current
assessment year. .
• The board can make the following changes to
current year assessments:
o Reduce the value of a Add improvements to
property. the assessment list
o Increase the value of o Change the
a property. classification of a
a Add properties to the property.
assessment list. ® f]
Role of the local board in
the assessment process
■In order to make an informed
decision on these appeals, you
must understand the terms
"market value" and "classification."
7
❑ Role of the local board in the ,
assessment process
Role of the local board in
the assessment process
• The local board can change the value or
classification of a property for the current
assessment year. .
• The board can make the following changes to
current year assessments:
o Reduce the value of a Add improvements to
property. the assessment list
o Increase the value of o Change the
a property. classification of a
a Add properties to the property.
assessment list. ® f]
Role of the local board in
the assessment process
■In order to make an informed
decision on these appeals, you
must understand the terms
"market value" and "classification."
7
Market value
-Market value is the price that would
tend to prevail under typical,
normal competitive open market
conditions.
-Non-market value factors such as
personalities, politics or
relationships should not affect the
market value. ® U
Estimated market value
(EMV)
-The market value determined by
the assessor is the estimated
market value as of January 2 of
each year.
-Only the estimated market value
for the current assessment year
may be appealed.
R �A 14 'M
Classification
-Property is classified according to
use on the assessment date
(January 2 of each year).
• Property that is not used is
classified according to its most
probable use.
FRI p7. aC s
E:3
Overview of the
assessment process
Assessor estimates market value
as of January 2 of each year.
- Assessor' is required to physically
view each property at least once
every, five years.
Sales ratios
-Assessors analyze sales to
understand local market trends.
■CRVs,are used to analyze actual
sales and conduct sales ratio
studies.
9
Classification
■ Examples of classifications include:
0 Residential;
PAgricultural;
13 Commercial- industrial;
Apartment; and
DSeasonal residential recreational.
Overview of the
assessment process
Assessor estimates market value
as of January 2 of each year.
- Assessor' is required to physically
view each property at least once
every, five years.
Sales ratios
-Assessors analyze sales to
understand local market trends.
■CRVs,are used to analyze actual
sales and conduct sales ratio
studies.
9
CRV . ......
0 n --T-
..... . ....
Sales ratios
-If not enough sales in a jurisdiction
(DOR requires at least six sales),
the assessor will:
nExamine sales over a protracted
time; and/or
13Examine sales from other similar
jurisdictions.
_X
10
Sales ratios
... ....... .
. . . . ............ . . . . . ... . .................
Sale 1 86.3
Sale 2 Ar[W.7
Sale 3 rati?46 I
QM'
Sale 410wfr4ft6-< Median Ratio
Sale 5 U4
Sale (bighOLI
Sale 7 88.2
_X
10
Appeals
-Property owners are encouraged to
contact the assessor first.
- Property owners may appeal to:
13 Local board;
13County board (must appeal to local .
board first); and /or
oTax Court.
State board of equalization
-Assessment level must be between
90 and 105 percent.
■If ratios are below 90 percent or
above 105 percent, state board
orders will be issued to increase or
decrease values.
-Also provides information on what to do
Appeals
-Property owners are encouraged to
contact the assessor first.
- Property owners may appeal to:
13 Local board;
13County board (must appeal to local .
board first); and /or
oTax Court.
Notice of Valuation and
Classification
• Mailed each spring (generally February or
March). .
• Notifies property owner of:
• Value (current and prior assessment); and
• Classification (current and prior
assessment).
-Also provides information on what to do
if you want to appeal.
-Includes dates, times and locations for
local and county board ®tint's.
Appeals
-Property owners are encouraged to
contact the assessor first.
- Property owners may appeal to:
13 Local board;
13County board (must appeal to local .
board first); and /or
oTax Court.
Meeting dates and times
for the local board
-Set by county assessor.
-Assessor provides written notice to
the clerk by February 15.
-Clerk must publish and post notice
at least 10 days before the
meeting.
Meeting dates and times
for the local board
-Held between April 1 and May 31 of
each year (unless charter provides
otherwise).
-Must conduct business and adjourn
within 20 days.
•DOR can grant extension to 20 -day
time period.
7 �� r1 IJ
� is �•■
12
Who must attend the local
board meeting
■A majority (quorum) of the city
council or town board members;
-Local assessor; and
-County assessor (or an assistant).
® r 0 E2
Meeting dates and times
for the local board
-Set by county assessor.
-Assessor provides written notice to
the clerk by February 15.
-Clerk must publish and post notice
at least 10 days before the
meeting.
Meeting dates and times
for the local board
-Held between April 1 and May 31 of
each year (unless charter provides
otherwise).
-Must conduct business and adjourn
within 20 days.
•DOR can grant extension to 20 -day
time period.
7 �� r1 IJ
� is �•■
12
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e.. ��' sr� ��w� s•�r�r�rrrrr.
After the local board
meeting ,
-No changes can be made by the
local board after it adjourns.
-No changes may be made by the
assessor after the local board
adjourns except for clerical errors
or changes that extend homestead.
members to ensure that the quorum
LoW Bo•d o1 Appeal and EqusFatlon CenlBc dw Fa
e.. ��' sr� ��w� s•�r�r�rrrrr.
Documenting local board
changes
-An official record of changes made by
the Local Board of Appeal and
Equalization must be compiled.
• Record must be signed and dated by
members who are present.
• Record must also list all voting board
members to ensure that the quorum
requirement was met.
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LoW Bo•d o1 Appeal and EqusFatlon CenlBc dw Fa
e.. ��' sr� ��w� s•�r�r�rrrrr.
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It
I
Required format for
documenting changes
Certification form must be
handwritten'an'd signed.__
-Record may be completed
electronically or handwritten during
the meeting (the county must
submit to DOR in electronic format).
Required format for
documenting changes
-County assessor will provide the
forms for the local board.
-County assessor will take,
possession of the completed forms
at the end of each local board
meeting.
14
Duties of the local board
■ It is .assumed that the assessor has
properly valued and classified, all
property.
■ Burden of proof rests with the
property owner.
Duties of the local board
■ Determine whether all taxable property in
the jurisdiction has been properly valued
and classified.
■ All property must be valued at its market
value.
-All property must be classified according
to use.
■ Board should search for property, or
improvements that are not on
assessment list. .
Duties of the local board
■ It is .assumed that the assessor has
properly valued and classified, all
property.
■ Burden of proof rests with the
property owner.
Changes within 10 days
of local board meeting
• Notice of Valuation and Classification
must be mailed to property owners at
least 10 days prior to the meeting of
the local board.
-Assessors can't make changes within
that 10 -day window without bringing
the change to the local board for action.
RU B4 M■■
Changes within 10 days
of local board meeting
■ If the taxpayer agrees with the change,
he /she does not need to personally
appeal to the board.
• Assessor should present such changes
to be voted on by the board.
S DW a'L Gi
16
Changes within 10 days
of local board meeting
■ Assessor can make changes without
bringing the change to the local board if
a new notice can be mailed at least 10
days prior to the local board.
■ Assessor may continue to review
properties within 10 days of the local
board meeting, but any changes should
be brought to the local board for action.
® K 0 E2
Changes within 10 days
of local board meeting
■ If the taxpayer agrees with the change,
he /she does not need to personally
appeal to the board.
• Assessor should present such changes
to be voted on by the board.
S DW a'L Gi
16
Become familiar with sales
information
Sales information from the assessor
should be reviewed.
-Ask the assessor questions.
-Being knowledgeable about the
real estate market is the key to
making informed decisions.
What the board can do
-The board can make the following
changes to current year assessments:
o Reduce the value of a property.
o Increase the value of a property.
o Add properties to the assessment list.
13 Add improvements.to the assessment.
list.
13 Change the classification of a property.
assessor.
Become familiar with sales
information
Sales information from the assessor
should be reviewed.
-Ask the assessor questions.
-Being knowledgeable about the
real estate market is the key to
making informed decisions.
What the board can't do
-The local board can't.do the following:
o Consider prior year assessments.
o Order percentage increases or
decreases for an entire class.
o Reduce aggregate assessment by more.
than I percent.
o Exempt property.
o Make changes benefiting property
owner who refuses entry by the
assessor.
Become familiar with sales
information
Sales information from the assessor
should be reviewed.
-Ask the assessor questions.
-Being knowledgeable about the
real estate market is the key to
making informed decisions.
Conflict of interest
•A conflict of interest occurs when a
board member:
o Has a financial interest in the property;
Is a director, trustee, officer, employee or
agent of a business that is directly
involved with the property; or
o Is related by blood or marriage to an
individual who has an ownership or
financial interest in the property.
8
Conflict of interest
• Board members have the same rights
as the general public.
• When board member makes appeal on
property owned by him /her, the board
should vote "no change."
-The appeal can then be made at the
county board.
im
Conflict of interest
• No board member should vote or
take part in proceedings in which
the board member has a conflict of
interest.
Conflict of interest
•A conflict of interest occurs when a
board member:
o Has a financial interest in the property;
Is a director, trustee, officer, employee or
agent of a business that is directly
involved with the property; or
o Is related by blood or marriage to an
individual who has an ownership or
financial interest in the property.
8
Conflict of interest
• Board members have the same rights
as the general public.
• When board member makes appeal on
property owned by him /her, the board
should vote "no change."
-The appeal can then be made at the
county board.
im
f h I k
Dunes o L e c er
• Brief list of duties (may vary by
jurisdiction):
Work with county assessor to establish
date of meeting;
Coordinate with board to ensure quorum;
Publish and. post notice of meeting;
Provide sign -in sheet at meeting; and
Take minutes.
❑ Legal and policy reasons for fair and
impartial appeal and equalization -
hearings
Local board meeting procedures that
foster fair and impartial assessment
reviews and other best practices
recommendations
a
Meeting procedures
-This training is provided to outline
meeting procedures that foster fair
and impartial hearings.
20
Fair and impartial hearings
-An informed and educated board is
key to fair and impartial hearing.
• Make decisions based on facts.
® V 49 EP
Local board meeting procedures that
foster fair and impartial assessment
reviews and other best practices
recommendations
a
Meeting procedures
-This training is provided to outline
meeting procedures that foster fair
and impartial hearings.
20
Establish ground rules
Before hearing any appeals, the
meeting should be called to order.
• Next, the board should:
outline the ground rules; and
oAllow the assessor to present a brief
overview of the assessment/tax
process and a recap of the current
assessment.
All proceedings must be
public
.......... .... .........._.._ .... ....... .. _ _ ..... - ............ _ ........ ., - - .. _ ...... --- ..... _ ............. _.._ ......... .......................
-The meeting is subject to the open
meeting law.
-The board should not discuss
issues with other board members,
the assessor or appellants outside
the local board meeting.
21
The board should run the
meeting
■It is the board's meeting.
-Should be a fair and impartial
review of assessments.
■ Board's decision are between the
board and the appellant.
-Don't criticize or blame the
assessor.
Establish ground rules
Before hearing any appeals, the
meeting should be called to order.
• Next, the board should:
outline the ground rules; and
oAllow the assessor to present a brief
overview of the assessment/tax
process and a recap of the current
assessment.
All proceedings must be
public
.......... .... .........._.._ .... ....... .. _ _ ..... - ............ _ ........ ., - - .. _ ...... --- ..... _ ............. _.._ ......... .......................
-The meeting is subject to the open
meeting law.
-The board should not discuss
issues with other board members,
the assessor or appellants outside
the local board meeting.
21
Make appellants feel
comfortable
- Appeals can be intimidating.
-Have appellant present directly to
the board, not the entire audience.
5 �aC `1
Dealing with angry or
difficult property owners
Tips:
• Always treat the property owner with
respect.
■ Listen to the property owner.
Speak calmly and keep your body
language calm.
• Encourage the property owner to discuss
his /her concerns. ® r
Dealing with angry or
difficult property owners
Tips (cont):
• Don't get defensive.
• Keep things on a positive level.
-Avoid blaming statements ("You...'.
• Keep the conversation focused on the
issue, not personalities ("The assessor
doesn't like me" etc).
• Clarify the problem.
22
Dealing with angry or
difficult property owners.
Additional information:
Suggest break if it gets too heated.
■ Don't let things get out of hand before
contacting the authorities.
• Call authorities if you feel threatened.
Dealing with angry or
difficult property owners
Tips (cont): .
-Acknowledge the property owner's'concerns.
• Show empathy for the property owner.
r Agree, at least in part, with what the
property owner has to say ("I agree with
What you're saying, but...'.
• Emphasize collaboration ("Let's see if we can
find a solution to this problem.'�.
Dealing with angry or
difficult property owners.
Additional information:
Suggest break if it gets too heated.
■ Don't let things get out of hand before
contacting the authorities.
• Call authorities if you feel threatened.
Dealing with angry or
difficult property owners
Tips (cont):
• Let the property owner know that you
will be reviewing the facts of the case.
• End the properly owner's presentation
by acknowledging in a tactful manner
that you've heard what he /she has to
say and will consider the matter.
Dealing with angry or
difficult property owners.
Additional information:
Suggest break if it gets too heated.
■ Don't let things get out of hand before
contacting the authorities.
• Call authorities if you feel threatened.
Hearing appeals
-Board chair should call the
appellant.
-Appellant should present appeal.
- Listen but don't let appellant
dominate the meeting.
-Assessor should explain how value
and /or class was determined.
64 r X 11 ld
Hearing appeals
-The board should ask any questions
that they may have.
-The board should either:
Make a decision; or
Inform appellants that the appeal will
be taken under consideration (if
decisions are made after hearing all
appeals).
NO 91, "'Per
Review process not value -
reduction process
• Don't reduce value of appellants just for
"showing up."
• It is assumed that the assessor has
properly valued and classified the
property.
-The burden of proof rests with the
appellant — factual evidence must be
presented to disprove the assessor's
value or classification.
Rq aC
24
Decisions
• All. decisions must be adopted, by formal
vote. Decisions include:
a No change;
c Lower the value;
o Raise the value;
Notify property owner of intent to raise
value;
c Change classification; or - Have assessor inspect and report to board
at reconvene meeting. ® E
Recess or adjourn
■Recess: A break in a meeting or
proceedings until a certain date
and time.
-Adjourn: The final closing of a
meeting or proceedings.
• No "new" appeals heard at reconvene
Decisions
• All. decisions must be adopted, by formal
vote. Decisions include:
a No change;
c Lower the value;
o Raise the value;
Notify property owner of intent to raise
value;
c Change classification; or - Have assessor inspect and report to board
at reconvene meeting. ® E
Recess or adjourn
• Don't adjourn unless all business is resolved..
• If reconvene meeting is needed, it must be
within the 20 -day period.
• Date and time of reconvene meeting must be
established before initial meeting is recessed.
• No "new" appeals heard at reconvene
meeting.
■ Board, can't reconvene once it has adjourned.
Decisions
• All. decisions must be adopted, by formal
vote. Decisions include:
a No change;
c Lower the value;
o Raise the value;
Notify property owner of intent to raise
value;
c Change classification; or - Have assessor inspect and report to board
at reconvene meeting. ® E
Decisions
-Some situations, such as contamination
values or income - producing properties,
may require more than 20 days for the
assessor to review.
■ In such instances, the board may
decide to vote "no change" and forward
the appeal to the county board.
Decisions
-The board may not be comfortable
making decisions on some
complicated appeals.
■If unsure how to rule, the board
should vote "no change."
-The property owner can take it to
the county board or Tax Court.
I
Appeals must be based on
facts
■ All appeals must be substantiated by facts.
■ All decisions must be based on facts.
• Don't recommend changes for all apppeals
unless all appeals are substantiated by
facts.
• Any reductions shift the tax burden so all
changes must be justified.
• Tax amounts or the perceived ability to
pay taxes should not be considered.
F �4 OR !J
26
Appeals must be based on
facts
■ Changes affect distribution of taxes:
The amount the jurisdiction levies will .
not change when values are increased
or decreased — only the amount paid by
each property owner changes.
-To understand how it affects taxes, we
need to know how taxes are calculated.
Best practices
recommendations
-Only recommendations.
-Some cities or towns may have
bylaws or rules of procedures that
may preclude some of these
recommendations.
-Each board must determine which.
of these are appropriate.
Appeals must be based on
facts
■ Information for property owners on
how to substantiate an appeal:
DOR website for information on
appeals http: / /www.taxes.state.mn '.us
(see fact sheets 1 & 10); and
oCounty websites also may have
helpful information.
Best practices
recommendations
-Only recommendations.
-Some cities or towns may have
bylaws or rules of procedures that
may preclude some of these
recommendations.
-Each board must determine which.
of these are appropriate.
Have appellants call for
appointments
• Benefits:
o0ften issues can be resolved before
the meeting.
Appellants can show up at scheduled
time and don't need to be present for
the entire meeting.
� c: M
Z
Have appellants call for
appointments
-Benefits (cont.):
Assessor can review property and be
prepared to support the assessment
or recommend a change.
oCan provide information to property
owners in advance about how to
present an appeal.
-4 R I ��
MI
Have appellants call for
appointments
-Notice of Valuation and
Classification can instruct property
owners to call for an appointment.
® r 0
Have appellants call for
appointments
• Benefits:
o0ften issues can be resolved before
the meeting.
Appellants can show up at scheduled
time and don't need to be present for
the entire meeting.
� c: M
Z
Have appellants call for
appointments
-Benefits (cont.):
Assessor can review property and be
prepared to support the assessment
or recommend a change.
oCan provide information to property
owners in advance about how to
present an appeal.
-4 R I ��
MI
Hear all appeals first
■ Allows the board to get a better understanding
of what happened in the district.
■ Allows the board to make consistent decisions.
■ Eliminates situations where the board feels
obligated to rule a certain way due to a
previous decision.
■ Saves appellants time as they may choose to
leave after presenting their appeal.
Time limits for presenting
appeals
-After scheduled appeals, the board
should hear. "walk-in" appeals in
the order of arrival.
or at reconvene meeting if the
Hear all appeals first
■ Allows the board to get a better understanding
of what happened in the district.
■ Allows the board to make consistent decisions.
■ Eliminates situations where the board feels
obligated to rule a certain way due to a
previous decision.
■ Saves appellants time as they may choose to
leave after presenting their appeal.
Hear all appeals first
-Hear all appeals before making any
decisions.
-Make decisions at end of meeting
or at reconvene meeting if the
assessor needs to review a
property.
Hear all appeals first
■ Allows the board to get a better understanding
of what happened in the district.
■ Allows the board to make consistent decisions.
■ Eliminates situations where the board feels
obligated to rule a certain way due to a
previous decision.
■ Saves appellants time as they may choose to
leave after presenting their appeal.
Conducting other business
-How to handle appropriately (cont.):
off other business is heard prior to the
appeals, table discussions if not
completed at designated time.
13If other business. is heard after the
appeals, allow late arrivals to present
their appeal (even if the board has
moved on to other business).
J
30
Conducting other business
-Best to hold a special meeting-
-Some districts may choose to
conduct other business if they have
a. low number of appeals.
meeting.
Conducting other business
-How to handle appropriately (cont.):
off other business is heard prior to the
appeals, table discussions if not
completed at designated time.
13If other business. is heard after the
appeals, allow late arrivals to present
their appeal (even if the board has
moved on to other business).
J
30
Conducting other business
-How to handle appropriately:
oTime listed 6n_ the. Notice of Valuation
and Classification should be the start
time for the appeals portion of the
meeting.
Conducting other business
-How to handle appropriately (cont.):
off other business is heard prior to the
appeals, table discussions if not
completed at designated time.
13If other business. is heard after the
appeals, allow late arrivals to present
their appeal (even if the board has
moved on to other business).
J
30
Quorum requirements for
local boards
Quorum must be present
■A majority of the voting members
must be present for any valid
action to be taken.
-Conducting business without a
quorum is an illegal meeting.
Notifying property owners
of decisions
-All appellants should be notified of the
board's decision even if the appellant
was present.
If decisions are made after hearing all
appeals, the appellant may not have
been present for the decision.
• Notification can inform them of
additional appeal options.
Quorum requirements for
local boards
Quorum must be present
■A majority of the voting members
must be present for any valid
action to be taken.
-Conducting business without a
quorum is an illegal meeting.
What happens when a
quorum isn't present?
• Property owners think the board doesn't
value their time.
-Gives the impression that the board
doesn't take the responsibility seriously.
-The assessor should change the format
to an "open book" meeting rather than
send property owners home frustrated.
5w, PAF
What constitutes a
quorum?
■ Differs depending on the type of body
meeting:
• Townships - majority of voting members
must be present:
—If there are three supervisors, two must be
present.
—If there are five supervisors, three must be
present ('option A').
• Township clerks are not voting members.
F UN ICAM
Z
What constitutes a
quorum?
Cities - majority of voting members must be
present:
- Standard plan: mayor, clerk and three or five
council members.
- Optional plan: mayor, and four or six council
members.
- Statutory city: mayor is a voting member.
- Charter city: may provide a different number
of council members constitutes a quorum.
® r
32
What constitutes a
.quorum?
Special board:
- Appointed by the governing body of a
city.
-A majority of the voting members must
be present.
Arrive on time for the
meeting
-Arrive on time so the meeting
begins as scheduled.
-Shows respect for the property
Open book meetings
-Alternate to local board meeting.
-Less formal.
-Property owners talk to assessor or
staff on a one -on -one basis.
Open book meetings
-Meeting is held in convenient
location.
-More flexibility for property owners.
• Property owners can review their
assessment individually with the
assessor.
rg �
Open book meetings
Property owner can:
Verify accuracy of the county's data.
Schedule appointment for the
assessor to view the property if
needed.
S ' a
34
Benefits for the property
owner
-No appointment needed.
-Less intimidating setting than
"Presenting" to local board.
-One-on-one meeting so there is no
need to address issues in front of
friends and neighbors.
the county board and /or.Tax Court.
Benefits for the property
owner
-Compare values to other similar
property in the neighborhood.
■Questions and concerns can often
.be resolved immediately.
-Process is efficient.
-Property owner can still appeal to
the county board and /or.Tax Court.
Benefits for the county
•Immediate consideration of
questions or concerns.
-Appeals are often resolved before
county board.
-Consolidate several jurisdictions
into one meeting or series of
meetings.
NEW " WE 1
Option 1: Transferring
assessment and board duties
• Property owners would have open
book meeting instead of local board.
-Property owner can appeal to county
board or Tax Court if not satisfied
with outcome.
36
Option 1: Transferring
assessment and board duties
-No longer have a local assessor.
-No longer have the duties of the
Local Board of Appeal and
Equalization.
-May be permanent or for specified
number of years (minimum of three).
® E 99 E3
Option 1: Transferring
assessment and board duties
• Property owners would have open
book meeting instead of local board.
-Property owner can appeal to county
board or Tax Court if not satisfied
with outcome.
36
Option 2: Transferring board
duties only
■ Property owners would have open
book meeting instead of local
board.
-Property owner can appeal to
county board or Tax Court if not
satisfied with outcome.
Special boards of appeal
-Governing body of a city may
appoint a special board.
-At least one member must be:
1An appraiser;
a Realtor; or
oOther person familiar with property
valuations in the district..
Option 2: Transferring board
duties only
■ Keep local assessor.
■ No longer have the duties of the Local
Board of Appeal and Equalization.
• Can reinstate local board by resolution
and upon proof of compliance with
training requirements by December 1
for the following assessment year.
Option 2: Transferring board
duties only
■ Property owners would have open
book meeting instead of local
board.
-Property owner can appeal to
county board or Tax Court if not
satisfied with outcome.
Special boards of appeal
-Governing body of a city may
appoint a special board.
-At least one member must be:
1An appraiser;
a Realtor; or
oOther person familiar with property
valuations in the district..
J
38
MINNESOTA• REVENUE
Local Board
of Appeal and
Equalization Handbook
FwZL" or Ck
r
This handbook was created to satisfy the requirement under
Minnesota Statutes, Section 274.014, subdivision 1.
November 2004.
Presenting your case
Remember, how you present your case may affect the
outcome of your appeal — you want to be sure you get
your point across as effectively as possible.
• Make a list of key points you may wish to present.
• The board has never seen your
property. Describe your property so '
they will understand your arguments
more fully. Photos can be helpful to
support your argument.
• Keep your presentation brief and factual.
• Be prepared to discuss your case with the board or
answer any questions that the board may have.
Written appeals
You may also appeal your value or classification by
submitting a letter of appeal to the board instead of
appearing in person.
You will want to do your research and
explain your appeal in writing. Your letter '
should state the facts and include supporting
documentation. You may want to include your daytime
phone number so you can be reached in case the board
has any questions.
Other helpful information
Please keep in mind that taxes are not the issue. To
strengthen your appeal, you should present evidence
about your property's value or classification,
not how much you are paying in taxes.
This fact sheet is not meant to give you
legal advice. It is intended to be a helpful tool with
general information for presenting your property tax
appeal at your Local ad County Boards of Appeal and
Equalization.
Revised 07/04 Minnesota Revenue, Preparing an Appeal to your Local and County Boards of Appeal and Equalization 2
Table of Contents
Tableof Contents .................................................................................................... ..............................1
Introduction.......................................................................................................... ............................... 3
Purposeof the local board .................................................................................................................... ............................... 3
Training for Local Boards of Appeal and Equalization .................................................................. ............................... 3
Theimpetus for the legislation ............................................................................................................................... ..............................3
Compliancerequirements ....................................................................................................................................... ..............................4
Failureto comply .................................................................................................................................................... ..............................4
Role of the local board in the assessment process ........................................... ..............................4
Marketvalue ........................................................................................................................................... ............................... 5
Estimatedmarket value .......................................................................................................................................... ..............................5
Limitedmarket val ue .............................................................................................................................................. ..............................6
Taxablemarket value .............................................................................................................................................. ..............................6
Classification........................................................................................................................................... ...............................
6
Split -class property .................................................................................................................................................. ..............................7
Overviewof the assessment process .................................................................................................... ............................... 7
Assessorestimates value ........................................................................................................................................ ..............................7
Threeapproaches to value ...................................................................................................................................... ..............................8
Salesratios ............................................................................................................................................................... ..............................8
StateBoard of Equalization .................................................................................................................................... ..............................9
Assessor determines classification .......................................................:................................................................. ..............................9
Noticeof Valuation and Classification ................................:................................................................................. ..............................9
Appealingthe valuation or classification .............................................................................................................. ..............................9
LocalBoard Meeting ............................................................................................................................. .............................10
Whomust attend the meeting ................................................................................................................................ .............................10
Meeting dates and times for the local board ......................................................................................................... .............................10
Documenting local board actions ........................................................................................................................ ...............................
l l
Required forms for documenting board actions .................................................................................................. .............................11
Dutiesof the local board ........................................................................................................................ .............................12
Changes within 10 days of local board meeting .................................................................................................. .............................12
Whatthe board can do ........................................................................................................................................... .............................12
Whatthe board can't do ......................................................................................................................................... .............................13
Recommendationsfor local board members ..................................................................................... .............................14
Become familiar with sales information prior to local board meeting ............................................................... .............................14
Avoidconflicts of interest ..................................................................................................................................... .............................15
Dutiesof the clerk ................................................................................................................................... .............................15
Legal and policy reasons for fair and impartial appeal and equalization hearings ...................16
Legalreasons for fair and impartial local board meetings ............................................................. .............................16
Policy reasons for fair and impartial local board meetings ............................................................ .............................16
Local board meeting procedures that foster fair and impartial assessment reviews and
other best practices recommendations ........................................................... .............................17
Meetingprocedures ............................................................................................................................... .............................17
Theboard should run the meeting ........................................................................................................................ .............................17
Establishground rules for the meeting .....................:........................................................................................... .............................17
Allproceedings must be public ............................................................................................................................. .............................18
Make appellants feel comfortable ......................................................................................................................... .............................18
Table of Contents
Dealing with angry or difficult property owners .................................................................................................. .............................18
Hearingappeals ...................................................................................................................................................... .............................18
Review process not value - reduction process ....................................................................................................... .............................19
Recessor adjourn ................................................................................................................................................... .............................19
Decisions................................................................................................................................................................ .............................19
Appealsmust be substantiated by facts ................................................................................................................ .............................20
Bestpractices recommendations ....................................................................................................... ............................... 21
Have appellants call for appointments .................................................................................................................. .............................21
Timelimits for presenting appeals ........................................................................................................................ .............................21
Hearall appeals first ............................................................................................................................................... .............................21
Conducting other business at the local board meeting ........................................................................................ .............................22
Notifying property owners of decisions ............................................................................................................... .............................22
Quorum requirements for local boards ............................................................... .............................22
Quorummust be present ...................................................................................................................... .............................22
Whatconstitutes a quorum? .................................................................................................................................. .............................22
Assessor's role when a quorum isn't present ....................................................................................................... .............................23
Arriveon time for the meeting .............................................................................................................................. .............................23
Explanations of alternate methods of appeal ..................................................... .............................23
Openbook meetings ............................................................................................................................ ............................... 23
Benefitsfor the property owner ............................................................................................................................ .............................24
Benefitsfor the local board ................................................................................................................................... .............................25
Benefitsfor the county ........................................................................................................................................... .............................25
Option 1: Transferring assessment and local board duties to the county ........................................................... .............................25
Option 2: Transferring local board duties to the county ...................................................................................... .............................25
Special Boards of Appeal and Equalization ......................................................................................................... .............................26
Appendix.................................................................................................................. .............................26
Glossary................................................................................................................................................. ............................... 26
Howvalue changes affect taxes ............................................................................................................ .............................29
Recommended format to notify appellants of local board decisions ........................................... ............................... 30
Frequently asked questions by local board members ...................................................................... .............................31
Frequentlyasked questions by property owners .............................................................................. .............................32
Handoutsfor property owners ............................................................................................................ .............................32
Note: This handbook is designed to provide information to city and town boards or special boards serving as the Local
Board of Appeal and Equalization. This handbook mentions local, city and county assessors. The speck responsibilities
of the local, city and county assessor may dier from one jurisdiction to the next. Not all jurisdictions have a local
assessor. For example, counties with a true county assessing system (all assessments are done by the county) will not have
a local assessor. In counties having a city of the first class, the powers and duties of the county assessor within such city
shall be per by the duly appointed city assessor. In all other cities having a population of 30, 000 persons or more,
according to the last federal census (except in counties having a county assessor prior to January 1, 1967), the powers
and duties of the county assessor within these cities will be per by a duly appointed city assessor. The county
assessor will, however, retain the supervisory duties contained in M.S. 273.061, Subdivision 8. For example, the county
assessor may provide sales information for the local boards in the entire county, or a city assessor may be responsible for
providing the information for the local board in a city that has an appointed city assessor. If the local board has questions
about the division of assessor duties in your jurisdiction, please contact your county assessor for clarification.
Table of Contents
MINNESOTA• REVENUE
www.taxes.state.mn.us
Preparing an Appeal to Your Local and County
Boards of Appeal and Equalization
Property Tax Fact Sheet 10
You have decided to appeal the valuation and/or
classification of your property to your Local or County
Boards of Appeal and Equalization. You must appeal to
the Local Board of Appeal and Equalization before
appealing to your County Board of Appeal and
Equalization.
If you haven't done so already, you should contact your
assessor's office before making a formal appeal to discuss
changing your assessment. Often issues
and concerns can be resolved at this level.
If you and the assessor were unable to agree
on your valuation or classification you may
decide to appeal to your Local and/or County Boards of
Appeal and Equalization.
The general information contained in this fact sheet is
applicable to preparing for appeals to both the Local and
County Boards of Appeal and Equalization.
Successfully appealing your assessment
Minnesota law assumes that the County Assessor has
correctly valued and classified your property. You must
present factual evidence to convince the Board otherwise
in order to win your appeal. Make sure all facts are
presented, and the board understands the
information presented, so a decision can
be made based on facts.
Successfully appealing your value or
classification at your Local or County Board of Appeal
and Equalization can mean a number of things.
It does not necessarily mean that the board ruled in your
favor and lowered your value or changed your
classification.
Whether or not the local board decides to make a change
in your estimated market value or classification, you can
still be successful in appealing to your local board. The
ultimate result you want to achieve is to make sure your
value is warranted and the classification of your property
is correct based on its use.
Preparing for your appeal
The first step is to do some research to collect information
to show why you believe your estimated market value or
classification is incorrect. Begin by
contacting the assessor's office. ❑
■ Verify information about your property,
such as its dimensions, age and
condition of its structures.
• Review records to determine the market value of
similar property in your neighborhood.
• Review sales data to find out what similar property in
your area is selling for.
• Check real estate ads in your newspaper to get an
idea of the asking price of local properties.
• Ask the assessor to explain the criteria used for
classifying your property. You may also review the
classification of other property used in the same
manner as yours.
Gathering supporting evidence
You must have documentation to support your
appeal. Items you may wish to bring to the
meeting include:
• A recent appraisal of your property.
• Recent sales of similar property.
• Documentation supporting the use of
your property (if you are appealing the
classification).
• Copies of other property owners' field cards /property
information.
■ Photos of your property.
Photos or exhibits comparing neighboring properties
to yours.
If you should have questions, please don't hesitate to
contact your assessor's office. Staff members are always
willing to answer questions and give you information that
will help you understand your assessment.
See page 2 for helpful hints ->
Property Tax Division — Mail Station 3340 — St. Paul, MN 55146 -3340 This fact sheet is intended to help you become more familiar with Minnesota
tax laws and your rights and responsibilities under the laws. Nothing in this
fact sheet supersedes, alters, or otherwise changes any provisions of the tax
law, administrative rules, court decisions, or revenue notices. Alternative formats
available upon request.
Revised 07/04 Minnesota Revenue, Preparing an Appeal to your Local and County Boards of Appeal and Equalization 1
Appeals
You can appeal to your local and county Boards of Appeal and Equalization or you can take your appeal
directly to the Minnesota Tax Court. Or you can choose both options, in which case begin with the Local
Board of Appeal and Equalization.
Local Board of Appeal Sk-�,
and Equalization = �'
If you choose to appeal to your boards of appeal and
equalization, first meet with your Local (city or town)
Board of Appeal and Equalization. These are usually
the same people as your city or town council. The board
meets on a specified day in April or May. The exact date
is listed on your Notice of Valuation and Classification.
We strongly recommend that you call or write your city
or town clerk to schedule your appearance.
You may make your appeal in person, by letter, or have
someone else appear for you. The assessor will be present
to answer questions. You must present your case to the
city or town board before going to the County Board
of Appeal and Equalization.
Cities and towns have the option of transferring their board
powers to the County Board of Appeal and Equalization.
If your municipality has elected to do this, your Notice of
Valuation and Classification will direct you to begin your
appeal at the county level.
County Board of Appeal = f��
and Equalization b
If you are not satisfied with the decision of the city or town
board or if your city or town has transferred their powers to
the county, you may appeal to the County Board of Appeal
and Equalization.
This board meets in June. The exact date is listed on
your Notice of Valuation and Classification. The members
are usually the county board of commissioners or their
appointees. We strongly recommend that you call or
write your county auditor or assessor to schedule your
appearance before the board.
You may make your appeal in person, by letter, or have
someone else appear for you. The assessor will be present
to answer questions. If you are not satisfied with the
decision of the County Board of Appeal and Equalization,
you may appeal to the Minnesota Tax Court.
Minnesota Tax Court
You have until April 30 of the year the tax becomes payable
to appeal your assessment to the Minnesota Tax Court. In
other words, you must appeal your 2004 valuation and
classification on or before April 30, 2005.
The Tax Court has two divisions:
A. The small claims division only hears appeals
involving one of the following situations:
• The assessor's estimated market value of your
property is less than $300,000.
• Your entire parcel is classified as a residential
homestead (1 a or 1 b) and the parcel contains no
more than one dwelling unit.
• Your entire property is classified as an agricultural
homestead (1 b or 2a).
■ Appeals involving the denial of a current year
application for homestead classification of your
Property.
The proceedings of the small claims division are
less formal and many people represent themselves.
Decisions made by the small claims division are
final and cannot be appealed further.
B. The regular division will hear all appeals — including
those within the jurisdiction of the small claims
division. Decisions made here can be appealed to
a higher court.
Most people who appeal to the regular division hire an
attorney because the hearing is conducted according to
the Minnesota rules of civil procedure.
You may obtain complete information on Tax Court appeals
by writing or calling the court administrator in your county
or by contacting.-
Minnesota Tax Court
Minnesota Judicial Center
Suite 245
25 Reverend Dr. Martin Luther King, Jr. Boulevard
St. Paul, MN 55115
(651) 296 -2806
www.taxcourt.state.nm.us
Minnesota Revenue, Appealing the Value or Classification of Your Property 2
Introduction
Purpose of the local board
The purpose of the Local Board of Appeal and
Equalization is to provide a fair and objective forum
for property owners to appeal their valuation or
classification.
One of the most important duties placed by law upon the
governing body of a township or city is to serve as the
Local Board of Appeal and Equalization. Effective
actions taken by the local board may potentially make a
direct contribution to attaining assessment equality.
The goal of the Local Board of Appeal and Equalization
should be to attempt to address property owners' issues
efficiently, fairly and objectively.
Always keep in mind that any changes made by
the board must be substantiated by facts. Any
value reductions must be justified because they
have the effect of shifting the tax burden to other
property in the jurisdiction.
Training for Local Boards of Appeal and Equalization
Legislation enacted in the 2003 session requires that
there be at least one member at each meeting of a Local
Board of Appeal and Equalization (beginning with the
2006 local boards) who has attended an appeals and
equalization course developed or approved by the
Commissioner of Revenue within the last four years.
In order to meet the requirement for the 2006 local
boards, at least one member must attend the course by
January 1, 2006. In subsequent years, each local board
meeting must have one member who has attended the
course within the last four years.
The impetus for the legislation
The legislation was enacted as a response to complaints
that were directed to the Governor, Legislature and
Department of Revenue. The legislature determined that
training was needed to address the procedural shortfalls
of some local boards. This training will provide
information and education for local board members that
will make the process more efficient and result in a
better overall experience for both property owners and
local board members.
Introduction
Training for Local Boards of Appeal and
Equalization is not a new concept. From 1947 to
1979, Local Boards of Appeal and Equalization
(then referred to as local boards of review) were
required by law to attend an instructional meeting at
the county. In 1979, Minnesota Statutes,
Section 273.03, subdivision 1 read as follows:
"The assessors and at least one member of each
local board of review shall meet at the office of
the county auditor on a day to be fixed by the
commissioner of taxation for the purpose of
receiving instructions as to their duties under
the laws of the state. "
While training or instructional meetings may not be
a "new" idea, the 2003 legislature determined that
training for Local Boards of Appeal and
Equalization was necessary to explain and clarify the
role and duties of the local board to help ensure that
property owners receive a fair and impartial review
of their valuation and classification.
The appeals and equalization course details the
responsibilities, procedures and requirements of the
Local Board of Appeal and Equalization. The legislation
also requires the Commissioner, of Revenue to develop a
handbook to be reviewed during this course. This
handbook includes:
■ The role of the local board in the
assessment process;
• Legal and policy reasons for fair and impartial
appeal and equalization hearings;
• Meeting procedures that foster fair and
impartial assessment reviews and best
practices recommendations;
■ Quorum requirements for local boards; and
■ Explanations of alternate methods of appeal.
Compliance requirements
All cities and towns must certify to the county assessor
by December 1, 2006 (and each year following) that:
• At least one voting member at each local board
meeting has attended the appeals and equalization
course within the last four years; and
• A quorum was present at each local board meeting
in the prior year.
Failure to comply
Any city or town that fails to provide proof of
compliance to the county assessor by December 1, 2006
(and each year following) is deemed to transfer its
powers to the County Board of Appeal and Equalization
for the following assessment year.
The Notice of Valuation and Classification must notify
property owners when the Board of Appeal and
Equalization for a city or town has been transferred to
the county for failure to comply with these requirements.
Instead of a Local Board of Appeal and Equalization
meeting, property owners should be provided with a
procedure for reviewing their assessments, such as open
book meetings, prior to the meeting of the County Board
of Appeal and Equalization. This alternate review
process typically will take place in April and May.
A local board whose powers are transferred to the county
for failing to meet these requirements may be reinstated
by resolution of the governing body of the city or town
and upon proof that one of the members of its Local
Board of Appeal and Equalization has attended the
appeals and equalization course. The resolution and proof
must be provided to the county assessor by December 1
to be effective for the following assessment year.
Note: The citation for the appeals and equalization
course and meeting requirements for local boards is
Minnesota Statutes, Section 274.014.
U- Role of the local board in the assessment process
The Local Board of Appeal and Equalization has the In order to make an informed decision on these two
authority to change the valuation or classification of a items, it is important to understand them. We will look
property for the current assessment year. Taxes or at the definition of market value and explain how
prior year assessments are not within the jurisdiction classifications are determined.
of the local board.
MINNESOTA- REVENUE
Appealing the Value or Classification
of Your Property
Property Tax Fact Sheet 1
Each spring your county sends you a property tax bill. Three factors that affect your tax bill are:
www. taxes. s to te. m m us
1. the amount your local governments (town, city, county, etc.) spend to provide services to your community,
2. the estimated market value of your property, and
3. the classification of your property (how it is used).
The assessor determines the last two factors. You may appeal the value or classification of your property. This fact sheet
discusses estimated market value and classification as shown on your Notice of Valuation and Classification. On the
back, it tells you what you can do if you and the assessor disagree:,
Estimated market value El
Estimated market value is the amount the assessor estimates
a buyer would pay for your property if it were offered for
sale. Each year the assessor reviews the market valuation
of your property to determine if changes in the real estate
market or improvements to your property require a change
in the estimated market value.
Classification and class rates
All property is classified by the assessor according to
its use. Each class of property (home, apartment, cabin,
farm, business) is taxed at a different percentage of its
value. This percentage, or class rate, is determined by the
state legislature. Like market value, the class rate of your
property plays a significant role in how much property tax
you pay.
Valuation and classification notice
Each spring, the assessor will mail you a Notice of
Valuation and Classification informing you of the
value and classification of your property. If you believe
the classification or the estimated market value of your
property is incorrect, you have several appeal options.
The first step is to do some research.
Property Tax Division — Mail Station 3340 — St. Paul, MN 55146 -3340
Do your research EW
Begin by contacting the assessor's office.
■ Verify information about your property, such as its
dimensions, age and condition of its structures.
■ . Review records to determine the market value of
similar property in your neighborhood.
■ Review sales data to frld out what similar property in
your area is selling for.
■ Check real estate ads in your newspaper to get an idea
of the asking price of local properties.
■ Ask the assessor to explain the criteria used for
classifying your property. You may also review the
classification of other property used in the same manner
as yours.
Appealing your assessment UP
You have the right to appeal your market value estimate
and/or property classification if you feel your property is:
• Classified improperly.
• Valued at an amount higher than you could sell your
property for.
• Valued at a level different from similar property in your
area.
First, talk to the assessor to discuss changing your
assessment. If you and -the assessor are unable to agree on
your valuation or classification, more formal methods of
appeal are available.
See reverse for formal appeal information —4
This fact sheet is intended to help you become more familiar with Minnesota
tax laws and your rights and responsibilities under the laws. Nothing in this
fact sheet supersedes, alters, or otherwise changes any provisions of the tax
law, administrative rules, court decisions, or revenue notices. Altemative formats
available upon request.
Role of the local board in the assessment process Revised 07/04 Minnesota Revenue, Appealing the Value or Classification of Your Property 1
Equalization process. The Commissioner of Revenue,
acting as the State Board of Equalization, has the
authority to increase or decrease values to bring about
equalization. The State Board of Equalization orders
changes in assessment when the level of assessment falls
below 90 percent or above 105 percent. The orders are
usually on a county-, city-, or township -wide basis for a
particular classification of property. All State Board
orders must be implemented by the county, and the
changes are made to the current assessment year.
The equalization process is designed not only to
equalize values on a county-, city-, and township -
wide basis but also to equalize values across county
lines to ensure a fair valuation process across taxing
districts, county lines, and by property type. State
Board orders are implemented only after a review of
values and sales ratios, discussions with the county
assessors in the county affected by the State Board
orders, county assessors in adjacent counties and the
Commissioner of Revenue.
Frequently asked questions by property owners
Is it legal for the assessor to increase my value
so much in one year?
Yes. The assessor must value property at market value
each year. Property values change continuously with
changing economic conditions. There is no limit to the
amount of increase or decrease in estimated market values
in a given year. The assessor is required to review the
values and classifications as of January 2 of each year.
When will the value increases stop?
This is impossible to predict. Market values are dictated
by the market. If sale prices are increasing, estimated
market values will increase. If sale prices are decreasing,
estimated market values will decrease.
Why are my taxes so high?
Taxes are not within the authority of the local board. The
property tax on a specific parcel is based on its market
value, property class, the total value of all property
within the taxing area, and the budget requirements of
all local government units located within the taxing area.
Only concerns relating to the current year valuation
and/or classification may be heard by the local board.
Will I be taxed out of my home?
The local board cannot reduce tax amounts. There is
relief for property classified as homestead. The market
value homestead credit directly reduces the property
Handouts for property owners
The following pages contain information for property
owners to help them with the appeal process. You
may photocopy these pages and provide them to
property owners who seek to appeal their property
value or classification.
taxes on a parcel. In addition to the homestead
classification, Minnesota provides property tax relief to
homeowners through the Property Tax Refund program.
This program has been around for many years and
includes two different kinds of refunds: the regular
refund and the special refund. The regular refund was
designed to relieve the burden on homeowners whose
property taxes are high in relation to their income. The
special refund is for homeowners who experience a
property tax increase of more than 12 percent (and at
least $100), regardless of their income level. Both of
these refunds must be applied for using form M 1 PR
from the Minnesota Department of Revenue. There are
specific requirements for each refund, which are
included in the M 1 PR instructions.
In addition, qualifying individuals may participate in the
Senior Citizen Property. Tax Deferral program. The
basic requirements are that the owner(s) must be 65
years of age or older and have a household income less
than $60,000. This is a deferral of tax, not a reduction.
The taxes accumulate along with interest at a rate not to
exceed 5 percent and a lien is attached to the property.
Forms and instructions for the Property Tax Refund and
Senior Citizen Property Tax Deferral program are
available on the Department of Revenue website
(http: / /www.taxes.state.mn.us).
The "Appealing the value or classification of your
property" and "Preparing an appeal to your Local and
County Boards of Appeal and Equalization" fact sheets
also are on the Department of Revenue website
(http: / /www.taxes.state.mn.us).
Market value
State law requires that all property shall be valued at its
market value (Minnesota Statutes, Section 273.11,
subdivision 1).
Minnesota Statutes, Section 272.03, subdivision 8 defines
"market value" as follows:
" Market value' means the usual selling price at the
place where the property to which. the term is applied
shall be at the time of assessment; being the price
which could be obtained at a private sale or an
auction sale, if it is determined by the assessor that the
price from the auction sale represents an arm's - length
transaction. The price obtained at a forced sale shall
not be considered. "
Many professional appraiser /assessor organizations
have a more detailed definition of market value. The
elements of these definitions can be used to clarify the
statutory definition.
The definition of market value usually implies the
consummation of a sale as of a specific date under the
following conditions:
• The buyer and seller are typically motivated;
• Both parties are well informed or well advised and
both are acting in what is considered to be their own
best interest;
• A reasonable time is allowed for exposure in the
open market;
• Payment is made in cash or its equivalent;
• Financing, if any, is on terms generally available in
the community on the specified date and typical for
the property type in its locale; and
• The price represents a normal consideration for the
property sold unaffected by special financing
amounts and/or teens, services, fees, costs or credits
incurred in the transaction.
In other words, market value is the price that would
tend to prevail under typical, normal competitive open
market conditions.
Appendix Role of the local board in the assessment process
The price that would tend to prevail under typical,
normal competitive open market conditions.
Minnesota Statutes, Section 273.11, subdivision 1
further states:
"In estimating and determining such value, the
assessor shall not adopt a lower or different
standard of value because the same is to serve as
a basis of taxation, nor shall the assessor adopt
as a criterion of value the price for which such
property would sell at a forced sale, or in the
aggregate with all the property in the town or
district,- but the assessor shall value each article
or description of property by itself, and at such
sum or price as the assessor believes the same to
be fairly worth in money. "
The law provides that all property must be valued at
market value, not may be valued at market value. This
means that factors other than market value issues (such
as personalities or politics) should not affect the market
value determined by the assessor. Non - market value
factors also should not affect the action of the Local
Board of Appeal and Equalization.
Estimated market value
The value determined by the assessor as the price
the property would likely sell for on the open
market is called the estimated market value (EMV).
This value is determined on the assessment date,
January 2 of each year.
There are also two other types of market value used
for property tax purposes: limited market value and
taxable market value. The EMV for the current
assessment year is the only value property
owners may appeal to the local board.
Limited market value
Limited market value (LMV) is a statutory calculation that
limits how much the taxable value of certain properties can
increase from year to year. Under current law, LMV is
scheduled to sunset after assessment year 2006.
For assessment year 2005, the value is limited to the
greater of. 1) 15 percent increase over last year's LMV or
2) 33 percent of the difference between this year's EMV
and last year's LMV.
For assessment year 2006, the value is limited to the
greater of 1) 15 percent increase over last year's LMV or
2) 50 percent of the difference between this year's EMV
and last year's LMV.
LMV only applies to agricultural, residential, timberland,
and noncommercial seasonal residential recreational (cabin)
property. New improvements are not subject to LMV.
EMV changes that do not affect LMV or TMV
The local board cannot change the LMV of a property.
The only value that the local board can review is the
EMV for the current assessment year.
Taxable market value
Taxable market value (TMV) is the value that property
taxes are actually based on, after all reductions,
limitations, exemptions and deferrals.
The local board cannot change the TMV of a
property. The only value the local board has the
authority to change is the EMV for the current year.
Changing the EMV may ultimately change the TMV,
but it is important to note that there can be instances
where the board raises or lowers the EMV, and the
TMV remains the same.
The example below illustrates how some value changes
may not affect LMV or TMV.
2005 value . 3 F Resulting values Resulting values
2004 value before local board If the for 2005 If the for 2005 1
_____ )
_ local board local board
EMV $145,800 $160,800 decreases $150,800 increases { $170,800
LMV $118,000 $135,700 the value by $135,700 3 the value by $135,700
$10,000 , $10,000 E
TMV $118,000 $135,700 $135,700 !l $135,700
Classification
In Minnesota, property is classified according to its
use on the assessment date (January 2 of each year). If
the property is not currently being used, it is classified
according to its most probable, highest and best use.
Property owners do not get to choose or request how
they want their property to be classified. It is the
assessor's job to classify property, consistent with
Minnesota Statutes, according to its current use or its
most probable, highest and best use.
When determining the most probable, highest and best
use for a property that is not being used, zoning may
be an influencing factor in the classification of the
property; however, it is not the sole factor.
The assessor assigns a statutorily- defined
classification to all property based upon the use of
the property on January 2 of each year. Examples of
Minnesota property classes include residential,
agricultural, commercial- industrial, apartment and
seasonal residential recreational.
Frequently asked questions by local board members
What is the purpose of the Local Board of
Appeal and Equalization?
One characteristic of the valuation (and to a lesser extent
the classification) part of the property tax process is that
there are subjective elements involved. Both mass
appraisal and independent appraisal are inexact sciences.
The property tax system has a method for property
owners to appeal the decisions made by the assessor.
Effective actions taken by the Local Board of Appeal
and Equalization may potentially make a direct
contribution to attaining assessment equality. Any
value reductions have the effect of shifting the
property tax burden to other properties, so any changes
made by the board must be justified.
On what basis should I make my decisions as
a local board member?
You have an obligation to objectively listen to the
property owner's appeal, which should focus on the
market value and facts that impact the market value or
the facts that focus on the classification. It is assumed
that the assessor has valued the property correctly. The
burden of proof rests with the property owner who must
present factual evidence to disprove the assessor's value.
For example, if the property owner states that his/her
home is overvalued because it is located on a busy street,
the property owner should present comparable sales also
located on that street. The board would want to take that
information under advisement. Then the board should
ask for information from the assessor such as how the
value of the property was determined. Again, any
decisions made by the board should be based on facts
because any reductions have the effect of shifting the
property tax burden to other properties.
What options do property owners have
if they are not satisfied with the local
board's decision?
The property owner can:
■ appeal by letter, representative or in person to the
County Board of Appeal and Equalization (a
property owner must appeal to the local board in
order to maintain his/her right to appeal to the
county board); and/or
■ appeal to Tax Court.
U. Role of the local board in the assessment process Appendix
What factors make up the valuation of
property?
The critical question is whether the property is valued in
excess of market value or a theoretical selling price as of
January 2 of each year. The components that make up
the market value are developed from vacant land sales,
replacement cost schedules, abstraction from sales data,
and other sources. The mass appraisal system includes
both quantitative and qualitative variables.
Quantitative variables are objective characteristics,
such as square footage, number of bathrooms or
fireplaces, and other straightforward items. It is
important that the property description is accurate to
allow for a fair application of the mass appraisal
schedule to the property.
Qualitative variables are more subjective in
nature. They include the grading (or estimating
the construction quality) of the property which
always involves judgment.
Why do values change?
There are basically three reasons why values change.
Appreciation or depreciation in the real estate
market. The assessor's office collects information on
the local real estate market and adjusts property values
annually in order to reflect the market. The requirement
that the assessor actually view properties once every five
years does not limit the assessor to revaluing properties
once every five years. The assessor is required to review
property values and classifications as of January 2 of
each year.
Physical changes to improvements on the property.
Improvements such as building a deck or finishing the
basement increase the value of the property, and the
assessor would adjust the value to reflect these
improvements. Similarly, the assessor should adjust the
value for any structural components that may be removed.
Recommended format to notify appellants of local board decisions
April 29, 2005
{Insert property owner's name}
{Address line 1 }
{Address line 2}
Dear { Insert name here } :
This letter is to acknowledge an appeal to the {Insert jurisdiction here} Local Board of Appeal and Equalization regarding
the value or classification of parcel number {Insert parcel number here }.
The local board considered the appeal and any information presented (or supplied in the case of written appeals). As a
result of its review, the local board voted to:
Make no change to the 2005 value or classification
Change the 2005 classification from
Reduce the 2005 value from
Increase the 2005 value from
Comments:
to
to $
to $
If you are not satisfied with the outcome of the Local Board of Appeal and Equalization, you may appeal to the County
Board of Appeal and Equalization. {Add details about scheduling appointments or how to appeal to the county board. }
You may also appeal to Tax Court. For more information on the Tax Court, go to http: / /www.taxcourt.state.mn.us.
Sincerely,
{ insert name }
{ insert title }
All real property that is not improved with a structure
also must be classified according to its current use or
its highest and best use permitted under the local
zoning ordinance if there is no identifiable current use.
If zoning permits more than one use, the land must be
classified according to the highest and best use
permitted. If no such zoning ordinance exists, the
assessor shall consider the most likely potential use of
the unimproved land based upon the use of
surrounding land or land in proximity to the
unimproved land.
Property classifications are defined in Minnesota
Statutes. Examples of classifications include
residential homestead, residential non - homestead,
apartment, commercial and agricultural.
The board can change the classification for the current
assessment year of any property which in the board's
opinion is not properly classified. The classification
must be based on use, and in order for the board to
change the classification, the owner must present
evidence that the property is used in a manner
consistent with the classification he /she is seeking.
For example, the assessor classifies a property as
residential. The owner seeks the agricultural
classification. In order for the board to change the
classification to agricultural, the owner must prove
that the property is used agriculturally and meets the
statutory requirements of the agricultural class.
A principle of appraisal and assessment requiring that
each property be appraised as though it were being
put to its most profitable use (highest possible present
net worth), given probable legal, physical, and
financial constraints.
Glossary for Property Appraisal and Assessment,
International Association of Assessing Officers, 1997.
It is important to remember that use and not zoning is the
key factor in determining the classification of a property.
For example, a property owner has a parcel that is used as
an auto repair shop. The assessor has the property
classified as commercial. The property is zoned
agricultural so the owner is seeking the agricultural
classification. Classification is based on use. Since the
property is used as an auto repair shop, it is properly
classified as commercial. Therefore, the board must vote
to uphold the commercial classification.
Split -class property
A property can have more than one property tax
classification if it has more than one use. Such properties
are called split -class properties. If this is the case, the
assessor will classify the different uses accordingly. For
example, when an owner- occupied farm also has a
structure that is used as a commercial repair shop for farm
equipment, the property is split classified agricultural
homestead and commercial.
Overview of the assessment process
Assessor estimates value
The assessor determines the approximate selling price
(or EMV) for each taxable parcel based on the
conditions of the market on January 2 of each year.
The assessor is required by law to view each property at
least once every five years. However, even if the
assessor did not physically visit a property for that
assessment year, the property is subject to valuation
changes to reflect market conditions. The assessor is
required to estimate the market value as of January 2 of
each year to reflect current market conditions.
Appendix Role of the local board in the assessment process
When the assessor views the interior of a property,
he /she can make a more accurate assessment and
eliminate any guesswork. The assessor bases his/her
assessment on multiple factors, including size, age,
condition, quality of construction and other features such
as fireplaces, etc. The assessor compares the property to
actual sales of similar properties in the area to determine
the EMV of a property.
Three approaches to value
The assessor applies one or more of the three approaches
to value:
• Sales comparison approach;
• Cost approach; and/or
• Income approach.
The assessor will consider all approaches to value, but
one approach may be better suited than the others for
estimating the value of a particular property. In some
cases, one or more approaches may not be applicable.
Sales comparison approach: This approach is based on
the reasoning that the value of a property is related to the
sale prices of similar properties in the same market.
Using this approach, the assessor identifies similar
properties that have recently sold and analyzes the
differences between the subject and the comparable
properties. The sale price for each comparable sale is
adjusted to reflect the differences (i.e. the subject
property has three bathrooms and the comparable
property has two bathrooms, so the sale price of the
comparable property is adjusted upward to make it more
similar to the subject property). The assessor then
estimates the value based on the analysis of the
comparable sales.
The sales comparison approach is applicable when there
is sufficient sales data available for analysis. This
approach is most often used for residential properties. It
is the most common and preferred method for valuing
vacant land when comparable sales data is available.
The sales comparison approach is not applicable when
comparable sales are limited or unavailable.
Cost approach: This approach is based on the principle
of substitution which means that an informed buyer will
not pay more for a property than it would cost to build
an acceptable substitute with comparable utility.
Using the cost approach, the assessor calculates market
value by estimating the current cost of replacing a
structure with one having comparable utility minus
depreciation plus the value of the land.
The cost approach is most reliable when valuing new or
relatively new properties because the depreciation is
minimal. Estimating -the amount of depreciation can be
difficult making the cost approach less reliable when
valuing older properties. The cost approach also can be
useful when valuing structures that are not frequently
exchanged in the market.
Income approach: This approach is based on the
reasoning that the value of the property is directly related
to its ability to produce income. The property value is
measured in relation to anticipated future benefits
derived from ownership of the property.
Using this approach, the assessor reviews income and
expense information for the subject property and estimates
the market value of the property based upon the income
stream projected to be derived from the property.
This approach has - limited applicability because it is only
appropriate for income- producing properties such as
commercial, industrial and apartments. The income
approach is generally the primary approach for valuing
income- producing properties.
Sales ratios
Assessors analyze the sales in a community in order to
understand local market trends. Whenever real estate is
sold for more than $1,000, a certificate of real estate
value (CRV) must be filed in the county in which the
property is located. The assessor uses the CRVs to
analyze actual sales of property an d to complete sales
ratio studies for each community and for each type of
property. The ratio is determined by dividing the EMV
by the sale price. The assessor uses the sales as a guide
to estimate what similar properties would likely sell for
on the open market.
The assessor examines the property and the conditions
and terms of the sale as indicated on the CRV to
determine if the sale reflects normal conditions. It is
important to remember that one sale, taken by itself,
does not necessarily reflect the actual real estate market
in a jurisdiction. The assessor needs to group all sales by
type (residential/seasonal, agricultural, commercial,
etc.). Once the grouping is complete, the assessor arrays
all of the grouped sales by ratio from the highest to the
lowest. The median (center) ratio in this array is selected
as being representative of the typical level of assessment
for the jurisdiction.
How value changes affect taxes
The following examples are based on
As the tax base becomes larger,
by all property in the jurisdiction, the
a town consisting of four residential
value changes will not affect taxes as
board must remember that its actions
nonhomestead class 4bb houses
dramatically as the examples shown.
will ultimately affect all taxpayers in the
While no such town exists, the small
Even if a value change results in a
jurisdiction. Therefore, it is imperative
tax base is used to illustrate how
few less dollars for an appellant and
that the local boards base all
value changes may affect taxes for
a few more dollars to be shared
decisions on facts.
each house.
Example 1 Total EMV = $305,000 Township Levy = $2,000 Tax Rate =.0066%
Property A Property B
' EMV: $40,000 EMV: $50,000
Taxes: $264 Taxes: $330
Percentage of Tax
J4 1 . . 41% 13%
B%
loft 4"0
30%
O Property A 0 Property B "� Rol
0 Property ® Property D
Property C PropertyD
EMV: $90,000 EMV: $125,000 f. {
Y
Taxes: $594 Taxes: $825
Example 2 Total EMV = $280,000 Township Levy = $2,000 Tax Rate =.0072%
f Property A Property B
EMV: $40,000 EMV: $50,000 _
Taxes: $288 Taxes: $360 _-
. ; Percentage of Tax
36% 14%
1B%
O Property O Property
m Properly C m Property D _ FFF IY
Property C Property D p
EMV: $90,000 EMV: $100,000 i ¢'
Taxes: $648 Taxes: $720
Example 3 Total EMV = $330,000 Township Levy = $2,000 Tax Rate = .0061%
( Property A Property B
EMV: $40,000 EMV: $50,000 _
Taxes: $244 Taxes: $305
Percentage of Tax _ N _
46% Q%
,6%
All
27%
O Property A 0PropertyB
APropertyC MPropertyD
Property C Property D
EMV: $90,000 EMV: $150,000
Taxes: $549 I Taxes: $915
Example ll
The values and
corresponding share of
the tax burden for the
four properties before the
meeting of the Local
Board of Appeal and
Equalization.
Example 2
The owner of Property D
appealed the value of his
property. He did not
provide any evidence as
to why his value should
be reduced. The board
reduced his value by
$25,000. .
The example shows how
the change affects the
share of the tax burden
for the four properties.
Example 3
The owner of Property D
appealed the value of his
property. He did not
provide any evidence as
to why his value should
be reduced. The board
raised his value by
$25,000.
The example shows how
the change affects the
share of the tax burden
for the four properties.
Role of the local board in the assessment process Appendix Lu
Notice of Valuation and Classification — A notice
mailed to taxpayers at least 10 days prior to the Local
Board of Appeal and Equalization (generally in February
or March) to inform them of their property value and
classification for the current assessment year. Minimally,
the notice must include: the estimated market value for
the current and prior assessment; the limited market value
for the current and prior assessment; the value of any new
improvements; the amount qualifying for the "This Old
House" exclusion; the taxable market value for the
current and prior assessment; the property classification
for the current and prior assessment; the assessor's office
address; and the dates, places, and times set for the
meetings of the Local Board of Appeal and Equalization,
any open book meetings and the County Board of Appeal
and Equalization.
Open book meeting — A meeting held by the county
assessor's office to discuss property owners' questions
regarding their assessments. The one -on -one meeting
usually is held as an alternative to the Local Board of
Appeal and Equalization.
Property characteristics — Distinguishing interior and
exterior features of a property and its surroundings such
as its: location and neighborhood; public or private
restrictions on the property; building type and size;
quality of construction; age of the structure; physical
condition of the structure; and the total number of rooms,
bedrooms and bathrooms.
Quorum — The number of people required to be present
before a meeting can conduct business. For the Local
Board of Appeal and Equalization, a majority of the
voting members of the board must be present to meet the
quorum requirement.
Recess — A break in a meeting or proceedings until a
certain date and time. Recess is not to be confused with
"adjournment," which winds up the proceedings.
Residential property — Property that is residential in
nature consisting of the house, garage and land (not on
agricultural land) including homestead and non-
homestead single- family houses, duplexes and triplexes.
Defined in Minnesota Statutes as Class 1 a residential
homestead, Class lb disabled homestead, Class 4b(1)
residential real estate containing less than four units that
does not qualify as class 4bb, Class 4bb(1) nonhomestead
residential real estate containing one unit, other than
seasonal residential recreational property; and Class
4bb(2) a single family dwelling, garage, and surrounding
one acre of property on a nonhomestead farm.
Seasonal residential recreational property — Real
property devoted to temporary and seasonal residential
occupancy for recreation purposes, including real
property devoted to temporary and seasonal residential
occupancy for recreation purposes and not devoted to
commercial purposes for more than 250 days in the year
preceding the year of assessment. Defined in Minnesota
Statutes as Class 4c(l) commercial or noncommercial
seasonal residential recreational property.
Statutory city — Any city which has not adopted a home
rule charter pursuant to the constitution and laws; the term
"home rule charter city" means any city which has
adopted such a charter.
Tax levy — The total amount of property tax revenue
needed to meet the jurisdiction's budget requirements.
Tax rate — Determined by taking the total amount of
property tax revenue needed (tax levy) divided by the
net tax capacity of all taxable property within the
taxing jurisdiction.
Tax statement — Mailed to taxpayers in March of each
year, the property tax statement includes the actual tax
amounts to be paid in the current year. Property tax
statements for manufactured homes assessed as personal
property are mailed in May of each year.
Taxable market value (TMV) — This is the value that
property taxes are actually based on, after all reductions,
limitations, exemptions and deferrals.
Town board — The supervisors of a town constitute
the town board. Unless provided otherwise, there are
three supervisors. Towns operating under "option A"
have five supervisors.
Truth in Taxation Notice — Mailed to taxpayers in
November of each year, the truth in taxation notice
contains the estimated tax amounts for the following year.
The statement also includes current year tax amounts for
comparison purposes.
To make matters more complicated, not every type of
property in every jurisdiction has enough sales in the
sales period to provide an accurate reflection of the level
of assessment. The Department of Revenue has
determined that a minimum of six sales in a jurisdiction
are required for the median ratio to be reflective of
actual assessment levels. This does not mean that the
assessor is relieved of his/her responsibility to value
property at its market value. It simply means that the
process of establishing an accurate market value
estimate becomes more subjective. There are some
jurisdictions that never have enough sales - this is
particularly true in the case of small -town commercial
properties. In these instances, the assessor may examine
sales over a protracted period of time or borrow sales
from other similar jurisdictions to help measure the level
of the assessment.
In addition to the sales ratio study conducted by the
assessor, the Department of Revenue conducts a similar
independent sales ratio study for the jurisdiction to
monitor how close the median ratio is to the required
level of assessment. The Department of Revenue's sales
ratio studies should be the same or similar to the studies
conducted by the assessor.
State Board of Equalization
The required level of assessment is between 90 and 105
percent. If the sales ratio study indicates that the median
ratio of EMVs to the selling prices is below 90 percent
or above 105 percent, the Commissioner of Revenue,
acting as the State Board of Equalization, will increase
or decrease values to bring about equalization. State
Board orders are usually on a county-, city-, or
township -wide basis for a particular classification of
property. All State Board orders must be implemented
by the county, and the changes are made to the current
assessment year.
The equalization process is designed not only to
equalize values on a county-, city-, and township -wide
basis but also to equalize values across county lines to
ensure a fair valuation process across taxing districts,
county lines, and by property type. State Board orders
are implemented only after a review of values and
sales ratios, and after discussions with the county
assessors in the county affected by the State Board
orders, county assessors in adjacent counties, and the
Commissioner of Revenue.
Appendix Role of the local board in the assessment process
Assessor determines classification
Along with estimating the market value of each
property, the assessor must determine the classification,
or use, of each parcel of property. Property
classifications are defined in Minnesota Statutes, and the
assessor classifies the property based on its use as of
January 2 of each year. Examples of classifications
include residential homestead, residential non-
homestead, apartment, commercial and agricultural.
Notice of Valuation and Classification
The assessor notifies taxpayers of their value and
classification each year. The notice must be mailed at
least 10 days prior to the Local Board of Appeal and
Equalization meeting or 10 days prior to the open book
meeting (generally, this means that the notices are
mailed in February or March of each year).
Appealing the valuation or classification
At this point, the property owner can appeal the EMV
and/or classification if he /she feels that the property is:
• classified improperly;
• valued at an amount higher than they could
sell the property for; and/or
• valued at a level different from similar
properties in the area.
The property owner should first contact the
assessor's office to discuss questions or concerns.
Issues often can be resolved at this level. If questions or
concerns are not resolved after talking with the assessor,
formal appeal options are available:
• Property owners may appeal to the Local Board of
Appeal and Equalization (some jurisdictions that
have transferred the local board duties to the
county will have open book meetings instead of
local board meetings);
• If the property owner is not satisfied with the local
board's decision (or the outcome of the open book
meeting), he /she may appeal to the County Board
of Appeal and Equalization; and/or
o The property owner may appeal to Tax Court.
The Notice of Valuation and Classification must provide
the property owner with the date, time and location of the
Local and County Boards of Appeal and Equalization.
Local Board Meeting
Who must attend the meeting
Per Minnesota Statutes, Section 274.0 1,
subdivision 1, paragraph a, the town board of a
town or the council or other governing body of a
city is the Local Board of Appeal and Equalization,
except in the following situations:
■ Cities whose charters provide for a board of
equalization;
• Cities or towns that have transferred their local
board duties to the county (see Chapter 5);
• Cities with Special Boards of Appeal and
Equalization appointed by the governing body
(see Chapter 5); or
• Cities or towns whose local board duties have
been transferred due to noncompliance with
the training requirements.
When a Local Board of Appeal and Equalization
convenes, a majority of the members (quor un) must
be in attendance in order for any valid action to be
taken (see Chapter 4 for more information about
quorum requirements).
The local assessor is required by law to be present with
his/her assessment books and papers. The local assessor
is required to take part in the proceedings to support his
values or recommend a change, but the local assessor
has no vote. He /she should be prepared to explain how
the value was determined, and in doing so, the assessor
should be able to describe the characteristics of the
property, such as: location and neighborhood; public or
private restrictions on the property; building type and
size; quality of construction; age of the structure;
physical condition of the structure; total number of
rooms and total number of bedrooms and bathrooms;
and market conditions, etc.
The local assessor should be knowledgeable about the
local real estate market and the property in the area.
While it isn't the goal of the assessor to influence the
board, the assessor should provide factual information to
support the value and classification or to support a
recommended change to a subject property. The local
assessor also should be able to explain how the property
classification was determined.
In addition to the local assessor, the county assessor or
one of his/her assistants is required to attend. The board
should ask the local and/or county assessors to present
any tables that have been prepared, making comparisons
of the current assessments in the district. Either the local
or county assessor is required to have maps and tables
relating particularly to agricultural land values for the
guidance of the Local Board of Appeal and Equalization.
The local board should be prepared to ask the local and
county assessors questions, and assessors should be
prepared to answer questions and provide information
that will assist the board in its deliberations.
Meeting dates and times for the local board
The meeting date and time for the Local Board of
Appeal and Equalization is set by the county assessor.
The county assessor must provide written notice of the
date and time to the city or town clerk by February 15 of
each year. The clerk shall publish and post notice of the
meeting at least 10 days before the date of the meeting.
The Local Board of Appeal and Equalization meeting
must be held between April 1 and May 31 of each year
(unless the provisions of a charter provide otherwise). The
local board must conduct its business and adjourn within
20 days of the date stated in the published notice. Upon
request, the Department of Revenue (at its discretion)
may grant extensions beyond the 20- day time period.
No changes may be made by the local board after
adjourning. The county assessor also may not make any
changes in valuation or classification that are intended to
correct errors in judgment by the county assessor after
the local board has adjourned. However, the county
assessor may make changes that are clerical in nature or
changes that extend homestead treatment until the tax
extension date for that assessment year. A list of all the
changes made by the local board must be fully
documented and maintained in the assessor's office and
must be available for review by any person. A copy of
the changes made during this period in those cities or
towns that hold a local board must be sent to the county
board no later than December 31 of the assessment year.
City council — The legislative body of a city. The city
council in a standard plan city consists of an elected
mayor, an elected clerk, and three or five elected
council members (which means these cities have either
five or seven voting members). In optional plan cities,
the city council consists of an elected mayor and four or
six elected council members (which means these cities
have either five or seven voting members). In all
statutory cities, the mayor is a voting member of the
council and must be counted when determining
whether a quorum is present. A majority of the voting
members must be present to meet the quorum
requirement. Charter cities may provide that a different
number of council members constitutes a quorum.
Class rate — The percent of market value (as
defined in Minnesota Statutes) used to determine a
property's tax capacity.
Classification — The assessor assigns a statutorily -
defined classification to all property based upon the use
of the property on January 2 of each year. Examples of
Minnesota property classes include residential,
agricultural, commercial - industrial, apartment and
seasonal residential recreational.
Commercial - industrial property — Property used for
commercial or industrial purposes such as retail or
manufacturing. Defined in Minnesota Statutes as Class
3a commercial and industrial property.
Comparable property sales — Properties that have
recently been sold which have similar. property
characteristics to a property being appraised.
Computer- assisted mass appraisal (CAMA)
system — A computerized system that uses statistical
analysis to generate estimates of property value.
County Board of Appeal and Equalization — A
group of people, typically the county commissioners
and the county auditor, authorized to examine, compare
and equalize property assessments so that each parcel in
the county is listed at its market value.
Estimated market value (EMV) — This is the value
that the assessor estimates the property would likely sell
for on the open market. State law requires assessors to
value property at 100 percent of market value. This
value may be appealed to the Local Board of Appeal
and Equalization, County Board of Appeal and
Equalization or Tax Court.
Role of the local board in the assessment process Appendix
Exempt property — Property that is not subject to
taxation. All property, real and personal, in the state is
taxable except that which by law is exempt. Exemption
laws are to be construed strictly, not broadly. Only the
assessor can grant an exemption; Local or County
Boards of Appeal and Equalization cannot grant an
exemption. Ownership, use and necessity of ownership
are key elements reviewed by the assessor when
determining exemption.
Highest and best use — "A principle of appraisal and
assessment requiring that each property be appraised as
though it were being put to its most profitable use
(highest possible present net worth), given probable
legal, physical, and financial constraints." Glossary for
Property Appraisal and Assessment, International
Association of Assessing Officers, 1997.
Home rule charter city —.Any city which has adopted
a home rule charter pursuant to the constitution and
laws; "statutory city" means any city which has not
adopted such a charter.
Homestead — Residential property that is occupied as
the principal place of residence by the owner is eligible
to receive the homestead status. Homestead property
receives the market value homestead credit which is
equal to .4 percent of the market value of the property.
The amount of homestead credit for a homestead may
not exceed $304 and is reduced by .09 percent of the
market value in excess of $76,000.
Limited market value (LMV) — Limits how much the
taxable value of certain properties can increase from
year to year. Limited market value only applies to
agricultural, residential, timberland, noncommercial
seasonal residential recreational (cabin) property. New
improvements are not subject to limited market value.
Local assessor — An assessor who works on a contract
basis for a township or city.
Local Board of Appeal and Equalization — A group
of people, typically the town board or city council,
authorized to determine whether the assessor has
properly valued and classified all parcels of taxable
property located within the district.
Mass appraisal — The process of valuing a group of
properties as of a given date using standard methods
and statistical testing.
Net tax capacity — Determined by multiplying the
class rate by the taxable market value for each property.
It seems appropriate that the local jurisdiction be given
the opportunity to decide to forego its right to act as a
Local Board of Appeal and Equalization and still
maintain its local assessor. If the town board or city
council deems that property owners would be best
served with an open book meeting, which also would
relieve the board from having to make difficult value
and classification decisions, the board or council
should contact the county assessor and inform him/her
of the jurisdiction's intent to be treated as though it did
not meet the quorum or training requirements. It
should clarify that the city or town is transferring its
duties to the county board, but will retain its local
assessor. The town board or city council must notify
the county assessor of this decision in writing by
December 1 to be effective for the following
assessment year.
Property owners in a jurisdiction that has chosen to
transfer its Local Board of Appeal and Equalization
duties to the County Board of Appeal and Equalization
would be provided with an open book meeting in place
of the local board. Property owners who are not
satisfied with the outcome of the open book meeting
may appeal to the County Board of Appeal and
Equalization and/or to Tax Court.
Appendix
Glossary
Abatement — Reduction of estimated market value,
taxes, costs, penalties or interest which have been
erroneously or unjustly paid.
Adjourn — The final closing of a meeting, such as a
meeting of the board of directors or any official
gathering. Adjourn is not to be confused with
"recess," which means the meeting will break and
then continue at a later time.
The local board can be reinstated by resolution of the
governing body of the city or town and upon proof of
compliance with the training requirements. The
resolution and proof of compliance must be provided
to the county assessor by December 1 to be effective
for the following assessment year.
Special Boards of Appeal and Equalization
The governing body of a city (including cities with
charters that provide for a board of equalization) may
appoint a Special Board of Appeal and Equalization.
The city may delegate to the Special Board of Appeal
and Equalization all of the powers and duties of the
Local Board of Appeal and Equalization.
The special board serves at the direction and
discretion of the appointing body, subject to the
restrictions imposed by law. The appointing body
shall determine the number of members of the board,
the compensation and expenses to be paid, and the
term of office of each member.
At least one member appointed to the Special Board
of Appeal and Equalization must be an appraiser,
realtor or other person familiar with property
valuations in the assessment district.
Agricultural property — Property including the house,
garage, farm buildings and farm land used for raising or
cultivating agricultural products. Defined in Minnesota
Statutes as Class 2a agricultural homestead or Class 2b
agricultural non - homestead property.
Apartment property — Residential real estate containing
four or more units and used or held for use by the owner or
by the tenants or lessees of the owner as a residence for
rental periods of 30 days or more. Defined in Minnesota
Statutes as Class 4a rental housing.
Documenting local board actions
Before adjourning, the Local Board of Appeal and
Equalization must prepare an official record of all actions
taken by the board. Minnesota Statutes 274.01,
subdivision 1, paragraph (e) requires, in part, that:
"The board shall list separately, on a form appended
to the assessment boob all omitted property added to
the list by the board and all items of property
increased or decreased, with the market value of
each item ofproperty, added or changed by the
board, placed opposite the item. "
This means that the local board must prepare an official
record of the proceedings. The record must reflect all
board actions. Therefore, the record must list all:
e Assessments of property added to the tax rolls with
the market value for each;
■ Appeals brought before the board, indicating the
action taken by the board (including all appeals in
which the board voted "no change ").
■ Assessments that have been increased or decreased
with the market value for each.
■ All class changes.
■ All changes that the county assessor brought
to the board for action, indicating the action
taken by the board.
After the changes have been completed, the record must
be signed and dated by the members of the local board
who were present at the meeting. The record must also list
the names and titles of all voting members of the local
board, including those who are present and those who are
absent, to verify that the quonun requirement was met.
The county assessor is to make all changes ordered by the
local board that are authorized by law.
Required forms for documenting board actions
County assessors are required to submit any changes
made by the Local and County Boards of Appeal and
Equalization to the Commissioner of Revenue, along
with a copy of the proceedings of each board within 10
working days following final action of the local board.
The information must be filed in the manner prescribed
by the Commissioner of Revenue (Minnesota Statutes,
Section 270.11).
Appendix Role of the local board in the assessment process
In recent years, there has been increasing interest by the
legislature and others in the number of appeals at the
local level and the effect of the changes that were made.
However, because of the manner in which many
counties submit this information, the Department of
Revenue has not been able to respond to requests for this
information. Therefore, we are requiring that the
counties provide the data in a format that is complete,
readable and easily interpreted. Each county will be
required to submit this information in an electronic
format as instructed by the Department of Revenue.
To ensure that the information is consistent from local
jurisdiction to local jurisdiction and from county to
county, the Department of Revenue also is requiring that
the local board complete the following two forms for
each Local Board of Appeal and Equalization meeting:
• Local Board of Appeal and Equalization
Certification Form — must be completed and
signed to verify that the quorum requirement was
met and to provide a summary of board actions.
• Local Board of Appeal and Equalization Record —
must be completed to provide a detailed report of
the proceedings of the board.
The county assessor will provide these forms to the local
board. The local board will complete the forms (the
jurisdiction total EMV is to be completed by the
assessor), and the county assessor will take possession
of the completed forms at the end of the meeting.
New forms must be completed in the case of a
reconvene meeting. If a recess is called, a quorum also
must be present at the reconvene meeting for the local
board to take valid action. To verify that the quorum
requirement was met, the local board must complete and
sign a Local Board of Appeal and Equalization
Certification Form for each reconvene meeting. In
addition, the local board. must complete a Local Board
ofAppeal and Equalization Record for each reconvene
meeting. The reconvene meeting(s) must be held and all
business of the local board must be concluded within 20
calendar days (including the day of the initial meeting)
unless the board requests a time extension in writing
from the Department of Revenue and the time extension
is granted by the department. The date and time for the
reconvene meeting must be determined before the initial
meeting is recessed. Once the Local Board of Appeal
and Equalization has adjourned, they cannot reconvene.
Duties of the local board
The local board is to determine whether all of the taxable
property in the town or city has been properly valued
and classified. All property is to be valued at its market
value, and all property is to be classified according to
use. It is assumed that the assessor has properly valued
and classified all the property in the jurisdiction. The
burden of proof rests with the property owner who must
present factual evidence to disprove the assessor's value
or classification.
The complaints and objections of property owners
appealing individual assessments for the current year
should be considered very carefully by the board. An
appeal may be made in person, by letter, or through a
representative of the owner. Written objections should be
filed with the city or town clerk prior to the meeting of
the Local Board of Appeal and Equalization and must be
presented to the board for consideration while it is in
session. The board must hear all complaints and examine
all letters. Such assessments must be reviewed in detail,
and the board has the authority to make corrections as it
deems to be just. The board may recess from day to day
until all cases have been heard.
The board should look for property or improvements that
are not on the tax rolls. When property or improvements
are missing from the tax rolls, an unfair burden falls
upon the owners of all property that has been assessed. If
the board finds any property or improvements that are
not on the tax rolls, the board should place it on the
assessment list along with its market value, and correct
the assessment so that each tract or lot of real property
and each article, parcel or class of personal property is
entered on the assessment list at its market value.
Changes within 10 days of local board meeting
Since the Notice of Valuation and Classification must be
mailed to taxpayers at least 10 days prior to the meeting
of the Local Board of Appeal and Equalization, the
assessor should not make changes to the valuation or
classification of a property within that 10 -day window
without bringing the change to the local board for action.
After receiving the notice, the property owner can
contact the assessor to discuss questions or concerns.
The assessor can make changes to the valuation or
classification without bringing the change to the local
board if a new notice is mailed to the property owner at
least 10 days prior to the local board meeting.
Oftentimes, the assessor will continue to review
properties within 10 days of the local board meeting.
However, if the assessor makes a change, that change
should be brought to the local board for action.
If the property owner agrees with the change, he /she
does not need to personally appeal to the board. Instead,
the assessor should present such changes to be voted on
by the board.
What the board can do
Reduce the value of a property. The local board may
reduce the value of a property if the facts show that
the property is assessed at a value that is higher than
its market value. All property is to be valued at its
market value. It is assumed that the assessor has
properly valued the property. The burden of proof
rests with the property owner who must present
factual evidence to disprove the assessor's value.
Increase the value of a property. The local board may
increase the value of a property if the facts show that the
property is assessed at a value that is lower than its
market value. The board also must base the decision to
increase the market value on facts. All property is to be
valued at its market value. It is assumed that the assessor
has properly valued the property. The board must rely
on factual evidence to disprove the assessor's value.
Before the board raises the market value of a property, it
must notify the owner. The law doesn't prescribe any
particular form of notice, except that the person whose
property is to be increased in assessment must be
notified of the intent of the board to make the increase.
The owner must be notified either in writing or orally.
He /she should be given a time to appear before the local
board. After the hearing, the local board should make
any corrections that it deems just.
Add properties to the assessment list If the board finds
that any real or personal property has not been entered
onto the assessment list, the board shall place it on the
assessment list along with its market value, and correct
the assessment so that each tract and lot of real property
and all personal property is entered on the assessment
list at its market value.
Benefits for the local board
The benefit for the local board is that an open book
meeting saves time for board members. It eliminates the
need for the board to become familiar with and educated
on the local real estate market. Board members will be
able to spend this time concentrating on their other
duties as town board or city council members. In
addition, board members can avoid confrontational
situations with constituents and will no longer be put
into difficult situations by having to make decisions
about the property values or classifications of property
owned by friends and neighbors.
Benefits for the county
While the number of appeals made at the open book
meeting may not be less than the number of appeals to
the local board, the benefit for the county is that the open
book process allows for immediate consideration of
issues, and in many cases, appeals are resolved before
the County Board of Appeal and Equalization. The
process is efficient for the county because it can often
consolidate several jurisdictions into one meeting (or a
series of meetings) instead of holding at least one
meeting in each jurisdiction.
Option 1: Transferring assessment and local
board duties to the county
The town board or city council may transfer the
powers and duties of the Local Board of Appeal and
Equalization to the county board (under Minnesota
Statutes, Section 274.01, subdivision 3) and no
longer perform the function of a Local Board of
Appeal and Equalization.
However, in order to exercise this option, the local
jurisdiction also must have its assessment done by the
county. This means that the local jurisdiction must give
up its local assessor. Some jurisdictions do not see this
as an option, because they have no intention of
relinquishing this power to the county. For other town
boards or city councils, this may be a good option.
Before transferring the powers and duties to the county
board, the town board or city council shall give public
notice of the meeting at which the proposal for transfer
is to be considered (the public notice shall follow the
procedure contained in Minnesota Statutes,
Section 13D.04, subdivision 2).
Role of the local board in the assessment process Explanations of alternate methods of appeal
A town board or city council that wishes to transfer the
assessment and local board duties to the county board
must communicate this intent in writing to the county
assessor before December 1 of any year to be effective
for the following year's assessment. This transfer of
duties may either be permanent or for a specified
number of years. However, the duties must be
transferred to the county board for a minimum of three
years, and the length of the transfer must be stated in
writing. A town or city may renew its option to transfer
its duties to the county board.
Property owners in jurisdictions that have chosen this
option would be provided with an open book meeting in
place of the Local Board of Appeal and Equalization.
Property owners who are not satisfied with the outcome
of the open book meeting may appeal to the County
Board of Appeal and Equalization and/or to Tax Court.
Option 2: Transferring local board duties to the
county
Previously, the only option for transferring the local
board duties to the county board meant that the local
jurisdiction had to give up its local assessor as well.
Some jurisdictions saw this option as a loss of control,
and therefore, it wasn't considered to be an option for
the city or town.
The quorum and training requirements for local boards
were implemented to improve the local board process so
that the boards function fairly and objectively. The intent
of the legislation was not to force or require a city or
town to give up its local assessor. However, a
jurisdiction that fails to meet these requirements must
transfer the duties of the Local Board of Appeal and
Equalization to the County Board of Appeal and
Equalization. In this situation, the jurisdiction would
lose the right to hold its local board, but it would be able
to retain its local assessor.
It seems unfair that a jurisdiction which voluntarily
transfers its Local Board of Appeal and Equalization
duties to the County Board of Appeal and Equalization
must give up its local assessor, while a local board that
must transfer its duties to the county board for failing
to meet the training or quorum requirements may retain
its local assessor.
The open book meetings provide a forum for property
owners to meet with assessment staff on an informal
basis to review information about their property and to
ask questions about the assessment. This setting allows
the assessor's office to resolve questions and reduce the
number of property owners who feel the need to appeal
to the County Board of Appeal and Equalization.
Property owners do not need to make an appointment to
meet with the assessment staff. They can simply show
up at the dates and times stated on the Notice of
Valuation and Classification, and an appraiser will
discuss their assessment.
Depending on the jurisdiction, the appraisers may
have laptop computers to access information about the
taxpayer's property. Some counties may be able to
link directly to their computer- assisted mass appraisal
(CAMA) system which allows the appraiser to obtain
data on sales of comparable properties.
When reviewing the details of the property with the
owner, the appraiser can verify the accuracy of the
county's data and correct any errors. The property
owner can also schedule an appointment for the
appraiser to view the property if needed.
Benefits for the property owner
Property owners often find that the open book meeting
is less intimidating than presenting their appeal to the
Local Board of Appeal and Equalization. They often
appreciate the fact that they can have their questions
answered in a more private setting, and not have to be
apprehensive about making a presentation in front of
their friends and neighbors. In this one -on -one setting,
property owners may spend as much time with the
appraiser as they need. They can compare the value: of
their home with the values of similar homes owned by
their neighbors.
The process is very efficient because concerns and
questions are often resolved immediately. Property
owners can see that the appraiser collects the same
information on all properties, reassuring them that the
process is the same for everyone, and they have not been
singled out for a value increase.
Property owners who are not satisfied with the "open
book" approach may appeal to the County Board of
Appeal and Equalization and/or appeal to Tax Court.
An open book meeting is a meeting held by the
county assessor's office to discuss property owners'
questions regarding their assessments. The one -on-
one meeting usually is held as an alternative to the
Local Board of Appeal and Equalization.
"Open book" meetings provide many benefits:
• No appointment needed.
• Property owners can verify or correct
information about their property.
• Property owners can schedule a time for the
assessor to view their property.
• The setting is less intimidating than a Local
Board of Appeal and Equalization meeting.
• The property owner does not need to "present"
their appeal in front of friends and neighbors.
• Property owners can compare their values to
the values of other similar homes.
• Questions and concerns are often resolved
immediately.
• The process is very efficient.
• Property owners may appeal to the County
Board of Appeal and Equalization and/or to
Tax Court if not satisfied with the outcome.
It is only a recommendation that the property owner
attend the open book meeting to discuss concerns prior
to the County Board of Appeal and Equalization. In a
jurisdiction that does not have a Local Board of Appeal
and Equalization, the property owner is not required
to attend an open book meeting in order to appeal to
the County Board of Appeal and Equalization.
Add improvements to the assessment list In reviewing
the individual assessments, the board may find instances
where property is not listed at its market value because
the value of a building or other improvement was not
included when the market value of the property was
estimated. These should be carefully reviewed by the
board and placed on a tentative list of property values to
be increased. The board should then determine to what
extent the valuation of such property should be
increased. Before the board adds value for new or
overlooked improvements, it must notify the owner.
Change the classification of a property. In
Minnesota, property is classified according to its use
on the assessment date (January 2 of each year). If the
property is not currently being used, it is classified
according to its most probable, highest and best use.
Property owners do not get to choose or request how
they want their property to be classified. It is the
assessor's job to classify it according to its current use
or its most probable, highest and best use. The board
can change the classification of any property which in
the board's opinion is not properly classified. Again, it
is assumed that the assessor has classified the property
correctly. The classification must be based on use, and
in order for the board to change the classification, the
appellant must present evidence that the property is
used in a manner consistent with the classification. For
example, the assessor classified the property as
residential. The owner seeks the agricultural
classification. In order for the board to change the
classification to agricultural, the owner must prove
that the property is used agriculturally and meets the
statutory requirements of the agricultural class.
What the board can't do
The local board can't consider prior year assessments.
The Local Board of Appeal and Equalization doesn't
have the authority in any year to reopen former
assessments on which taxes are due and payable. The
board considers only the assessments that are in process
in the current year. Occasionally, a property owner may
appear with a tax statement and protest the taxes or
assessment of the previous year. The board should
explain tactfully that it does not have the authority to
consider such matters. After taxes have been extended,
adjustments can be made only by the process of
application for abatement or by legal action.
Explanations of alternate methods of appeal Role of the local board in the assessment process
The local board can't order percentage increases or
decreases for an entire class ofproperty. The authority
of the local board extends over the individual
assessments of real and personal property. The board
can't increase or decrease by percentage all of the
assessments in the district of a given class of property.
Changes in the aggregate assessments by classes are
made by the County Board of Appeal and Equalization.
The local board can't reduce the aggregate assessment
by more than 1 percent Although the Local Board of
Appeal and Equalization has the authority to increase or
reduce individual assessments, the total of such
adjustments must not reduce the aggregate assessment
of the jurisdiction by more than 1 percent. The
"aggregate assessment' ' is the total EMV that the local
board has the authority to change, i.e. the total EMV of
assessments within the jurisdiction excluding state
assessed property. For example, if the total EMV of a
jurisdiction is $2,000,000, the board cannot reduce the
total EMV of the
jurisdiction by more Assessor's EMV
than $20,000. This + Total board EMV increases
means the EMV after - Total board EMV reductions
board actions must be EMV after board actions
at least $1,980,000.
If the total amount of adjustments made by the local
board does lower the aggregate assessment by more
than 1 percent, none of the adjustments will be
allowed. This limitation doesn't apply, however, to the
correction of clerical errors or to the removal of
duplicate assessments. Clerical errors are limited to
errors made by someone performing a clerical function
during the course of the actual assessment. Examples of
clerical errors are errors such as transposing numbers or
mathematical errors. Errors that occur when making
estimations during the inspection and appraisal process
(judgment errors) are not considered to be clerical errors.
The local board can't exempt property. The Local
Board of Appeal and Equalization does not have the
authority to grant an exemption or to order property
removed from the tax rolls.
The local board can't make changes benefiting a
property owner who refuses entry by the assessor.
The board may not make an individual market value
adjustment or classification change that would benefit
the property in cases where the owner or other person
having control over the property will not permit the
assessor to inspect the property and the interior of any
buildings or structures.
Duties: Local and County Boards
Local Board
of Appeal and Equalization
A-
Ensures individual assessments
within the jurisdiction are
properly valued and classified.
County Board
of Appeal and Equalization
Ensures equalization among
individual assessments,
between classes and
from jurisdiction to jurisdiction.
What can local and /or county boards do?
❑ Increase or decrease value of individual property.
✓ Yes
✓ Yes
❑
Add properties to the assessment list.
✓ Yes
No
❑
Add improvements to the assessment list.
✓ Yes
✓ Yes
❑
Increase or decrease value for an entire property class.
No
✓ Yes
❑
Change the classification of a property.
✓ Yes
✓ Yes
What local and county boards cannot do:
❑ Cannot change prior year assessments.
• Cannot reduce aggregate assessment by, more than 4 percent.
• Cannot exempt property.
❑ Cannot make change benefiting owner who refuses entry by assessor.*
*Minnesota Statutes, Section 274.01, subdivision 1, paragraph b states that the local board may not make an individual market value
adjustment or classification change that would benefit the property in cases where the owner or other person having control over the
property will not permit the assessor to inspect the property and the interior of any buildings or structures. The county board is not
statutorily precluded from making a change based on the property owner's refusal to allow the assessor access to view the property.
However, simply because the statute does not explicitly preclude the county board from making such a change, it is strongly
recommended that the county board not grant any reduction in value until the property owner has allowed the assessor access to view
the property. It seems obvious that for an assessor to make a fair and knowledgeable value estimate, helshe must first be allowed to
view the entire property. Until such access is granted, the county board should not grant a value reduction.
Recommendations for local board members
Become familiar with sales information prior to
local board meeting
Most local board members aren't necessarily aware of
current trends in the real estate market or trained in the
field of appraisal. Therefore, advance preparation is
essential to making informed, fair decisions on the
appeals heard by the local board.
The county assessor (or the local or city assessor in
some instances) should provide information on the real
estate market in advance of the local board meeting. If
this information isn't provided, the local board should
request that the assessor provide the information at least
one week prior to the meeting so board members have
time to review it.
Townships: Per Minnesota Statutes, Section 366.0 1,
subdivision 1, the supervisors of each town constitute
the town board. Two supervisors constitute a quorum at
a town board meeting unless the town is operating under
"option A," which means it has a five - member board of
supervisors. In the latter case, three supervisors are
required to meet the quorum requirement.
City councils: According to Minnesota Statutes,
Section 412.191, the city council in a standard plan
city shall consist of an elected mayor, an elected clerk,
and three or five elected council members (which
means these cities have either five or seven voting
members). In optional plan cities, the city council
consists of an elected mayor and four or six elected
council members (which means these cities have
either five or seven voting members). In all statutory
cities, the mayor is a voting member of the council
and must be counted when determining whether a
quorum is present. A majority of the voting members
must be present to meet the quorum requirement.
Charter cities may provide that a different number of
council members constitutes a quorum.
Special boards: Appointed by the governing body of a
city, a majority of the voting members must be present
in order to meet the quorum requirement.
Each year, there are numerous complaints from property
owners who have taken time off from work — or simply
taken their personal time — to attend a local board
meeting only to find that the meeting won't take place
due to the lack of a quorum.
When a local board does not meet because a majority of
the members are not present, it sends a message to
property owners that the board does not value their time.
It also sends the message that the board does not take the
responsibility of serving as the Local Board of Appeal
and Equalization seriously.
Assessor's role when a quorum isn't present
Rather than simply sending home angry and frustrated
property owners, it is recommended that the format
change to an "open book" meeting with the assessor.
Property owners can discuss their issues one -on -one
with the assessor or the assessor's staff. If they are, not
satisfied with the outcome, they can appeal to the
County Board of Appeal and Equalization. This assures
that the time properly owners set aside to appeal to the
local board is not wasted.
Arrive on time for the meeting
It is also very important that the board members and
all required attendees (county assessor, local assessor,
etc.) arrive at the meeting on time and that the meeting
begins at the scheduled time. This shows respect for
the people who are appealing to the board, and also
shows that you value their time.
Explanations of alternate methods of appeal
Open book meetings
Open book meetings are an alternative to the Local
Board of Appeal and Equalization. During "open book"
meetings, the valuation and classification issues are
handled by the assessor's staff on a one -on -one basis
with the property owner. Typically, open book meetings
are held by the county assessor's staff. However, larger
cities with an appointed city assessor may hold their
own open book meetings.
Role of the local board in the assessment process Explanations of alternate methods of appeal
The open book meetings are held in locations that are
convenient for property owners. Often open book
meetings are held over several days during both day
and evening hours. This allows property owners to
appeal when it best suits their schedules instead of
having to rearrange their schedules to attend a local
board meeting held at one place and time.
Conducting other business at the local
board meeting
It is best to hold a special meeting for the Local
Board of Appeal and Equalization and not conduct
the regular council meeting (other business) at the
local board meeting. However, due to the low
attendance in. some jurisdictions, conducting other
business at the meeting may be an acceptable
practice if handled appropriately.
If other business is also to be conducted at the
meeting, the time listed on the Notice of Valuation
and Classification should be the start time for the
appeals portion of the meeting. You should conduct
other business either before the meeting (table any
discussion if not completed when it is time for the
Local Board of Appeal and Equalization) or after the
meeting (allow any late arrivals to present their appeal
even if the board has moved onto other business).
There have been instances in the past where the board
members have held their regular meeting in one part
of the hall, and the assessor has been told to meet with
appellants in another area. This is not an acceptable
practice. It is the responsibility of the board to hear
the appeals and the facts presented to make an
informed and fair decision.
Notifying property owners of decisions
It is recommended that the jurisdiction notify all
appellants of the decision of the board, even if the
appellant was present for the decision. Given the
recommended format of hearing all appeals before
making any decisions, appellants may choose not to
stay for the entire meeting. A letter notifying appellants
of the decisions ensures that they understand and are
aware of the action, if any, taken by the board. It is also
an opportunity to notify appellants of additional appeal
options if they are not satisfied with the board's
decision (see ` Recommended format to notify
appellants of local board decisions " in the Appendix).
Quorum requirements for local boards
Quorum must be present
A majority of the voting members of the Local Board of
Appeal and Equalization must be in attendance in order
for any valid action to be taken. When a local board
meets and conducts business without a quorum it is
conducting an illegal meeting. This means that any
changes made by a local board that does not meet the
quorum requirement are null and void.
What constitutes a quorum?
Quorum requirements differ depending on the type of body
that is meeting. Per Minnesota Statutes, Section 274.01,
subdivision 1, paragraph a, the town board of a town, or
the council or other governing body of a city is the Local
Board of Appeal and Equalization.
The number of people required to be present before
a meeting can conduct business. For the Local Board
of Appeal and Equalization, a majority of the voting
members of the board must be present to meet the
quorum requirement.
Except for the following situations:
• Cities whose charters provide for a board of equalization;
• Cities or towns that have transferred their local board duties to the county (see Chapter 5); or
• Cities with Special Boards of Appeal and Equalization appointed by the governing body (see Chapter 5).
• Cities or towns whose local board duties have been transferred to the county due to noncompliance with the training
requirements.
The following are examples of the type of data that the
assessor may provide for the local board to use when
determining if an adjustment is necessary. This is not an
all- encompassing list, and depending on the jurisdiction,
it may or may not be necessary for every board to have
all the items on the list. The local board should work
with the assessor to determine the specific information
to be supplied to the local board.
• Information on sales within the district that
occurred in the previous year.
• Valuation tables of land types.
• Copy of the values from the mini- abstract
for the district (current year and prior year).
• Printout of parcel listings for the district
with the values.
• Review of the current statutory classifications
and the corresponding class rates.
• Review of value changes by property type
in the district.
The local board should also be prepared to request
additional background information and to ask
questions of the assessor in order to assist with the
board's deliberations.
As a local board member, you should review the
information provided by the assessor. If you have any
questions about the materials, please be sure to contact
the assessor. Being knowledgeable about the real estate
market is the key to making informed and fair decisions.
Duties of the clerk
The town or city clerk plays an important role in the
Local Board of Appeal and Equalization process. The
following is a brief list of the duties of the clerk
pertaining to the local board meeting:
• The clerk should work with the county assessor to
establish the meeting date(s) for the local board.
• The clerk should coordinate with the board
to ensure that a quorum will be present at
the meeting.
• The clerk must publish and post notice of the
meeting at least 10 days prior to the date of the
meeting (Minnesota Statutes, Section 274.0 1,
subdivision 1).
Quorum requirements for local boards Role of the local board in the assessment process
Avoid conflicts of interest
No board member shall participate in the discussions or
vote on any matters relating to property in which he or
she has a conflict of interest. A conflict of interest exists
where a member:
• has a financial interest in the property;
• is a director, trustee, officer, employee or
agent of any business or institution directly
involved with the property; or
• is related by blood or marriage to an
individual having an ownership or financial
interest in the property.
Board members are afforded the same rights as the
general public when it comes to the appeal process.
However, when a local board member is appealing the
value or classification of his/her property, as a general
rule, the local board should not make any changes to the
valuation or classification. The local board should vote
,'no change," and the appeal should be recorded so that
the board member can appeal to the County Board of
Appeal and Equalization. This will eliminate any
appearance of the board having a conflict of interest or
the appearance of giving preferential treatment.
• The clerk should have a sign -in sheet for all
appellants.
• The clerk should take minutes of the meeting
as part of the town or city record.
• The clerk should return all necessary records
to the county assessor in a timely manner.
In some jurisdictions, various duties of the clerk may be
performed by the city or county assessor or the
assessor's staff. In these instances, it is recommended
that the clerk be aware of and monitor the duties to
ensure that all duties are performed.
.;p
Legal and policy reasons for fair and impartial
appeal and equalization hearings
Legal reasons for fair and impartial local board meetings
Minnesota Statutes, Section 274.0 1, subdivision 1,
paragraph b states:
"The board shall determine whether the
taxable property in the town or city has been
properly placed on the list and properly
valued by the assessor. "
This means that any action taken by the board must be
done in an effort to ensure that all taxable property in the
jurisdiction has been properly valued and classified by
the assessor. It is assumed that the assessor has correctly
valued and classified all property. The burden of proof
rests with the property owner who must present factual
evidence to disprove the assessor's valuation or
classification of the property.
Minnesota Statutes, Section 273.11, subdivision 1
requires that all property be valued at its market
value. The assessor is required to value all property
at market value, and the Local Board of Appeal and
Equalization also must keep this in mind when
adjusting market values.
The board is to hear all appeals and act in a manner that
is just. Minnesota Statutes, Section 274.0 1,
subdivision 1, paragraph b states:
"On application of any person feeling aggrieved, the
board shall review the assessment or classification, or
both, and correct it as appears just. "
To act in a just manner, the board must only make
changes that are based on facts.
Policy reasons for fair and impartial local board meetings
Property owners expect and deserve a fair and impartial
hearing. Serving as the Local Board of Appeal and
Equalization is an important duty. As one step —
generally the first step — in the appeal process, it is very
important that the meeting be conducted in a fair and
impartial manner, or the property owner's confidence in
the entire appeal process will be undermined.
In order for the property owner to receive a fair and
impartial hearing, the property owner must have an
opportunity to present his/her appeal and provide
evidence to support it. Then the assessor should explain
his/her valuation or classification. It is assumed that the
assessor has valued and classified the property correctly,
and the burden of proof rests with the property owner,
who must present factual evidence to disprove the
assessor's value or classification. Then the local board
must take the appeal under consideration.
An educated board is the key to a fair and impartial
hearing. A board that is knowledgeable about the local
real estate market does not simply "rubber stamp" the
assessor's value but makes independent decisions based
on facts. It is important that the property owner does not
perceive the outcome to be predetennined or believe that
the board is "defending" the assessor's value. This
doesn't mean that the board shouldn't uphold the
assessor's value. It does mean that if the local board
changes the assessor's value or classification, it must be
based on the facts presented.
A fair and impartial hearing does not necessarily mean
that the property owner is granted the value reduction or
classification change that he /she is seeking. Receiving a
fair and impartial hearing only means that the owner had
the opportunity to present his/her appeal, the board
considered the appeal and based its decision on facts.
Best practices recommendations
Have appellants call for appointments
It is recommended that the local board hear appeals on
an appointment basis. The Notice of Valuation and
Classification sent to all taxpayers to notify them of their
property value and classification can instruct appellants
to call for an appointment with the local board.
Appointments benefit the board, the assessor and the
appellant. Appointments give the board an idea of how
many property owners will be appealing, so the board
can manage their time appropriately. It gives the
assessor time to assist in the board's deliberations by
reviewing the property and collecting supporting data or
recommending that the board make a change.
Appellants also benefit because they need only come
to their scheduled appointment and do not have to
spend time listening to other appellants. In some
instances, property owners call to schedule
appointments with the local board, and the appeal is
avoided altogether because the issue can be resolved
easily by the assessor's staff. Property owners who
call for appointments can also be given information on
preparing and presenting an appeal so they will know
what to expect at the meeting (see "Handouts for
property owners " section in the Appendix).
In addition to hearing appeals by any appellants who
scheduled appointments, the local board also must hear
any appeals by property owners who come to the
meeting without having scheduled an appointment prior
to the meeting. When outlining the ground rules for the
meeting, the board chair should inform the appellants
that the board will be hearing appeals from those who
have scheduled appointments first, and then the board
will be hearing appeals by others (in the order listed on
the sign -in sheet).
Time limits for presenting appeals
Time limits can help to keep the meeting moving. Time
limits may be more appropriate in jurisdictions with a
significant number of people appealing their valuation or
classification. If there are only a few people at the
meeting, time limits may not be necessary. If there are
several appellants, it may be beneficial to establish a
time limit for each appellant.
If time limits are established, they should be included in
the ground rules that are outlined at the beginning of the
meeting. Whether or not a time limit is established, it is
the responsibility of the board chair to keep the meeting
moving. If an appellant goes on and on about a specific
point, the board chair should intervene — in a
professional manner — to keep the meeting on track. The
board chair should ensure that appellants stick to their
time allotments. If the appellant discusses taxes or
previous assessments, the board chair should remind
him/her tactfully that the issue is the current year
valuation or classification.
If the board determines that time limits are appropriate
for appellants, it also should impose time limits for the
assessor to support his/her valuation or classification or
recommend that the board make a change.
Hear all appeals first
It is recommended that the board hear all appeals
before making any decisions. The board should make
all decisions later in the meeting or at the reconvene
meeting (must be held within 20 calendar days) if it is
determined that the assessor should view the property
or if the board requests additional information from
the assessor. If a reconvene meeting is necessary for
the assessor to report back to the board, it should be
limited to appeals made at the initial meeting. The
reconvene meeting is not for hearing a property
owner's initial appeal.
Hearing all appeals first gives the board an opportunity
to get a better understanding of what happened in the
district, so it can make consistent recommendations. It
eliminates situations where the board feels obligated to
respond in a certain manner to one property owner
because of an earlier decision. It also speeds up the
process for appellants as they may leave after they
present their appeal.
Legal and policy reasons for fair and impartial appeal and equalization hearings Local board meeting procedures that foster fair and impartial assessment reviews and
other best practices recommendations
There are certain circumstances, such as appeals
involving contamination values or income- producing
properties that may require more than 20 days.for the
assessor to review. In such instances, the board may
decide to vote "no change" and forward the appeal to the
County Board of Appeal and Equalization.
There also may be circumstances involving complicated
appeals, in which the board may review the information
presented and not be able to determine if the assessor's
value should stand or if the property owner's evidence
justifies a value or class change. If the board is faced
with a situation in which it isn't sure how to rule based
on the facts presented, the proper decision would be "no
change." In these instances, the local board should keep
two things in mind:
• The property owner can appeal to the county board
or he /she can take the case to Tax Court; and
• The county assessor can ask the county board
to review the property value or classification if
he /she believes that the local board change
was not justified.
Appeals must be substantiated by facts
Appeals must be based on facts. The property owner
must present supporting evidence to convince the
board that the current year valuation or classification
is incorrect. The supporting evidence can be presented
either in person, through a letter or through an
authorized representative.
The property owner should describe the property, how
the property is used, as well as its current condition.
Photos can be very helpful in illustrating the condition
of the property. The property owner should review the
assessor's data on the property to make sure that it is
correct. The property owner should also review recent
property sales in the area. At the assessor's office, the
property owner can review Certificates of Real Estate
Value (CRVs) for properties in the area. Other
evidence such as a recent appraisal may also be
helpful information to present.
The property owner should keep in mind that taxes are
not the issue. The board should not consider arguments
based on the ability of the taxpayer to pay, services
received for taxes paid or tax equalization. Given the
broad spectrum of tax capacity rates, tax classifications
and state credit programs that apply to various properties
throughout the jurisdiction, tax comparisons are
misleading. To strengthen their appeal, property owners
should present evidence about the property's value or
classification, not how much they are paying in taxes.
Property in Minnesota is classified according to its
actual use, such as commercial, agricultural, or
residential homestead, not zoning. Property owners
disputing the classification need to present information
that proves how they use the property. For example, a
property is classified as residential. The property owner
believes that his/her property is eligible for the
agricultural classification and appeals to the local board.
In order for the board to change the classification to
agricultural, the owner must prove that the property is
used agriculturally and meets the statutory requirements
of the agricultural class.
As a board member, you should be objective, and be
sure that any changes are based on facts. Do not
recommend changes without any supporting
documentation. Do not recommend changes for all
people who appeal to the board unless all appeals can be
substantiated. Simply taking the time to appeal is not a
valid reason for adjusting the market value or changing
the classification of a property. Always keep in mind
that any reductions that the board may make will have
the effect of shifting the tax burden to other property in
the jurisdiction. The amount the jurisdiction levies will
not change when values are increased or decreased, only
the amount paid by each taxpayer changes.
For information on the appeal process and how to
substantiate an appeal, you can direct property owners to
the Minnesota Department of Revenue website
(http: / /www.taxes.state.mn.us). If your county website
also contains additional information such as how to
appeal, property information, frequently asked
questions, etc., it is a good idea to become familiar with
this information so you can refer property owners to it.
Local board meeting procedures that foster
fair and impartial assessment reviews and
other best practices recommendations
Each local board meeting is conducted differently.
While there aren't any statutory guidelines for
conducting the meeting, this chapter will outline
meeting procedures that foster fair and impartial
assessment reviews.
Meeting procedures
The board should run the meeting
The board should take charge of the meeting. It is not
the assessor's meeting. The local board is intended to be
a fair and impartial review of the assessment. The
assessor should realize that the appeal decisions are not
in his/her hands. The board's decisions are between the
board and the appellant. The assessor is not on trial for
his/her work. The board should not critique the
assessor's performance or blame the assessor for
increasing values (or taxes). Assessors should try not to
become too personally involved with the decisions and
remember that they have already done their best job. It is
now the task of the local board to review the facts and
make decisions as it deems just.
Establish ground rules for the meeting
Before hearing any appeals, the board chair should
outline the ground rules for the meeting. The ground
rules set the tone for the meeting. The specific ground
rules may vary for each local board but should include:
■ Purpose of the meeting;
• Remind property owners that only appeals for the
current year valuation or classification can be
made — taxes or prior years' assessments are not
within the jurisdiction of the board;
• The order of the appellants (Will it be by
appointment first, followed by walk -ins on a first-
come basis? etc.);
Also included in this chapter are best practices
recommendations for local boards. We acknowledge
that some cities or townships may have bylaws or rules
of procedures that may preclude some of these
recommendations. Keep in mind that these are
recommended procedures for the local boards, and it is
not intended to contradict such rules or bylaws. It is up
to each board to determine which procedures are most
appropriate for its Local Board of Appeal and
Equalization meeting.
• The expectations of the appellant when presenting
his/her appeal (The appeal must be substantiated
by facts; where the appellant should stand or sit;
the appellant should be prepared to answer
questions posed by the board, etc.);
• Time limits imposed (if any).
• The procedure the board will follow for making
decisions (Will the board hear all appeals before
making any decisions? Will the board send a letter
to appellants to inform them of the decision? etc.);
The Board Chair should give the assessor the
opportunity to present a brief overview of the property
tax process and a recap of the current assessment.
Appellants should then present their appeals. If the
assessor has had a chance to review the property prior to
the meeting, the assessor can present facts and
information to the board to support the valuation or
classification or recommend that the board make a
change. If the assessor has not had a chance to review
the property prior to the meeting, the assessor can
present such information to the local board at the
reconvene meeting.
Local board meeting procedures that foster fair and impartial assessment reviews and Local board meeting procedures that foster fair and impartial assessment reviews and
other best practices recommendations other best practices recommendations
All proceedings must be public
The local board meeting is subject to the open
meeting law. The open meeting law requires that
meetings of governmental bodies generally must be
open to the public. Therefore, all local board
proceedings must be public.
Board members should not leave the meeting to the
assessors while they talk about other business.
Board members should not confer with each other,
the assessor or appellants regarding appeals in
question outside the local board meeting(s).
Make appellants feel comfortable
Presenting an appeal to the Local Board of Appeal and
Equalization can be intimidating for appellants. The goal
of the board should be to make the appellant feel
comfortable, not intimidated. To make the appellant
more comfortable when presenting an appeal to the local
board, it is recommended that the appellant sit (or stand)
in front of the board and present directly to the board
rather than having the appellant speak and address all
present in the audience. This not only allows the
appellant to be more comfortable, but also decreases the
potential that an angry "mob" will form at the meeting.
Dealing with angry or difficult property owners
The following are some rips that may be helpful when
dealing with an angry or difficult property owner:
■ Always treat the property owner with respect.
■ Listen to the property owner.
■ Speak calmly and keep your body language calm.
■ Encourage the property owner to discuss
his/her concerns.
■ Don't get defensive.
■ Keep things on a positive level.
■ Avoid blaming statements ( "You... ").
■ Keep the conversation focused on the issue, not
personalities ( "The assessor doesn't like me," etc).
■ Clarify the problem.
■ Acknowledge the property owner's concerns.
■ Show empathy for the property owner.
■ Agree, at least in part, with what the property
owner has to say ( "I agree with what you're
saying, but... ").
■ Emphasize collaboration ( "Let's see if we can find
a solution to this problem. ").
■ Let the property owner know that you will be
reviewing the facts of the case.
■ End the property owner's presentation by
acknowledging in a tactful manner that you've
heard what he /she has to say and will consider
the matter.
If things get too heated, it may be a good idea to suggest
a short break so the parties can calin down. Don't let
things get out of hand before informing the authorities.
If the board is anticipating any problems, it may be a
good idea to inform local law enforcement of the
meeting in advance. Don't take threats or someone
talking about violence lightly. Safety should be your
main concern. If you feel threatened, call the authorities.
Oftentimes, property owners are fiustrated by the
process because they are unsure about how to appeal
to the local board. To reduce their frustration, it is
recommended that the local board let them know what
they will need to do to substantiate their appeal (see
"Handouts for property owners " section in the
Appendix for information local boards may supply to
property owners).
The Notice of Valuation and Classification will direct
property owners to the Minnesota Department of
Revenue website (http: / /www.taxes.state.mn.us) for
information on the appeal process and how to
substantiate appeals. Many counties also have
information on their websites such as how to appeal,
property information, frequently asked questions, etc. If
your county website does have information relating to
assessment or property taxes, it is a good idea to become
familiar with this information so you can refer property
owners to it.
Hearing appeals
The board chair should call the appellant. The board
must be attentive when the appeals are being presented.
Take the time to listen to the person presenting the
appeal, but don't let the appellant dominate the meeting.
After an appellant has presented his/her case, the chair
should ask the assessor to explain how the value and/or
classification was determined. To keep things moving
and to conduct a fair meeting, any time limits imposed
on an appellant should also be imposed on the assessor.
The board should ask questions of the appellant and the
assessor if more information is needed.
Depending on the procedure that the board is following,
the chair should either:
• Have the board make a decision on the appeal; or
• Inform the appellant that his/her concern will be
taken into consideration and let the appellant know
when a decision will be made, as well as how
he /she will be informed of the board's decision.
Review process not value - reduction process
The appeal process is a review process and not just a
value - reduction process. The Local Board of Appeal and
Equalization is an important step in maintaining an
equitable property tax system. It is vital that the board
members take this responsibility seriously. Any value
changes — increases or decreases — must be justified as
value changes have the effect of shifting the tax burden.
The board must avoid reducing the value of all
individuals who appeal to the board, as that would be
unfair to the property owners who have not appealed.
The board should not give reductions to people just for
"showing up." It is assumed that the assessor has
properly valued and classified all property in the
jurisdiction. The burden of proof rests with the property
owner who must present factual evidence to disprove the
assessor's value or classification. All changes made by
the board must be based on facts.
Recess or adjourn
The board may not take action after adjourning. All
issues must be resolved before the meeting is adjourned.
If issues still need to be considered, the board should
recess until the next meeting. The next (reconvene)
meeting must be held within 20 calendar days (including
the day of the initial meeting) unless the board requests a
time extension from the Department of Revenue, and the
time extension is granted by the department. The date
and time for the reconvene meeting must be determined
before the initial meeting is recessed. Once the Local
Board of Appeal and Equalization has adjourned, they
cannotreconvene.
A break in a meeting or proceedings until a certain
date and time. Recess is not to be confused with
"adjournment," which winds up the proceedings.
The final closing of a meeting, such as a meeting
of the board of directors or any official gathering.
Adjourn is not to be confused with "recess,"
which means the meeting will break and then
continue at a later time.
It is the board's duty to review the facts and make
corrections as it deems just. It is not appropriate to turn
the decision over to the assessor. The board should not
order the assessor to review the property and change the
value or classification and then adjourn. In this instance,
the issue is not resolved. The board may ask the assessor
to review the property and report back to the local board
at a reconvene meeting. Ultimately, it is the local board
that must make any adjustments.
Decisions
All decisions should be adopted by a formal vote.
Options for decisions include:
• No change;
• Lower the value;
• Raise the value;
• Notify a property owner of intent to raise
the value;
• Change the classification; or
• Have the assessor inspect the property and report
to the local board (within the 20 -day timeframe).
Local board meeting procedures that foster fair and impartial assessment reviews and Local board meeting procedures that foster fair and impartial assessment reviews and
other best practices recommendations other best practices recommendations
Case #6:
I
Board Appeal and Equalization
140�1\\ /A\\
Assessor's Commentary
Property ID Number: 30- 117 -21 -12 -0079 "
Date: April 13 2005
Property Address: 421 Tyler Ave
Owner/Agent Name:
2005 EMV
$286,400
Requested Value
$250,000 - $265,000
- Recommended Value
Sustain at $286,400
Comments: Subject property is a 4 level split style with a 2 stall tuck -under garage that was built in
1959. It is situated on a lot that is 100'x 108' at the corner of Maloney Ave. and Tyler. Maloney Ave
has a fair amount of residential traffic. Entry is on the same grade of the garage, is tiled, has an
updated 3/4 bath, and provides an open area to either go down to the family room or up to the main
living area. The family room is sheetrock and carpeted, with a gas fireplace. A laundry and
mechanical area is in the unfinished portion of the family room level. The living room has a gas
fireplace, and the living and dining rooms have a trayed ceiling and hardwood floors. There is a
sliding glass door from the dining room to the patio. The patio is badly cracked and contributes
minimal value. The kitchen was redone in 2001 with maple cabinets and tile floor, and it has an
informal dining area. Three bedrooms and 1 3/4 baths are on the uppermost level. Both baths have
been updated with some new fixtures and bath vanity, although the 3/4 bath shower is not yet
completed.
Since the purchase in 2000 the updates have included the kitchen, the baths, all new 6 panel
doors, all new windows and sliding glass door, redoing or replacing flooring, new roof, new furnace
and air conditioner, and the gas conversion of the fireplaces.
My search for comparables was for 4 level splits that have tuck -under garages, but I did include a
split entry referenced by the owner, as well as a 4 level of different layout, but in close proximity to
the subject.
The valuation indicated by the sales comparison approach is $325,000, so we recommend that
the present value be sustained at $286,400, with a valuation review for 2006 placed on this
appraiser's calendar.
Bev Moos, Appraiser
Land
$ 74,700
Building,
$ 189,400
Total
$ 264,100
Value
2004
History
2003
$ 74,700
$ 159,100
$ 233,800
2002
$ 61,500
$ 170,400
$ 231,900
Sales
6/1977
$ 64,000
History
7/2000
$197,000
Comparables for 421 Tyler Ave.
Comparable #1 was chosen because of its close proximity to the subject and because it
is a 4 level split style home. The garage is attached, rather than a tuck- under, but the
utility is the same. The site is larger, but is on a small pond. It was sold by an original
owner, and no mention of updating was indicated. It has 2 bedrooms and one full bath on
the upper level, with 2 bedrooms and a 3/4 bath on the lower level. This home was built in
1957 and has 178 lesser sq. ft. above grade, as well as lesser finished area below grade.
Comparable #2 was referenced by the owners as one that they were familiar with and
felt would be a good indicator of value for their property. I considered this sale, even
though it is a slightly less desirable style as a split entry with a 2 stall tuck -under garage.
It is an older sale from January 2003, so required a larger adjustment for time to bring it
to the assessment date of January 2005. The property is 168 sq. ft. smaller than the
subject above grade and slightly larger below grade. According to MLS the home had
new kitchen appliances and flooring, hardwood floors and 6 panel doors on the upper
level.. 3 bedrooms and one full bath are up, and a half bath was on the lower level. The
site is smaller, so an upward adjustment was required.
Comparable #3 was used because it had 2 sales within 6 months, during which time the
home was remodeled. Since the subject property has had extensive remodeling, I felt this
would be a good comparable. This comparable is of the same style and layout and is
located across the street from a school, which would generate a fair amount of residential
traffic. The sale in October 2003 was for $315,000, while the sale after remodeling was
in April 2004 for $404,000. According to MLS the remodel included a new kitchen with
granite counter and new appliances. No mention of any other changes was mentioned,
and no permits were pulled. There are 4 bedrooms and 1 3/4 baths up, but 3 of the
bedrooms are quite small. The lower level has about the same amount of square footage
of finish, but has only a half bath. The lot is similar in size at 81 x 125.
Comparable #4 sold October 2003 for $317,000 and is the same style as the subject. It
was built in 1957, has 3 bedrooms and 1 3/4 baths up, like the subject, and had new
kitchen counters and floor mentioned as updates: The home is 200+ sq. ft. larger above
grade, with an equal area of finish in the lower level. 6120 Zenith is close to Hwy. 62, so
has a lesser appeal for location. Since the purchase, over $80,000 of permits have been
pulled.
Comparable #5 was not calculated with adjustments to arrive at an estimate of value for
the subject. It is referenced because it was a sale on a busy street, had an original owner
with few, if any updates, is a little smaller, built 1959, and has 3 bedrooms and 1 %2 baths
up, with no other bath in the lower level. With a sale price of $267,800 from March
2004, plus the differences noted above, it supports the value of the subject.
SUBJECT 421 TYLER AVE
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COMPARABLE SALE #1
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ADDRESS: 309 Griffit St
SALE DATE: May 2004
SALE PRICE: $313,500
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CASE #6
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COMPARABLE SALE #1
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ADDRESS: 309 Griffit St
SALE DATE: May 2004
SALE PRICE: $313,500
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CASE #6
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CASE #6
COMPARABLE SALE #2
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ADDRESS: 416 Harrison Ave
SALE DATE: January 2003
SALE PRICE: $245,000
COMPARABLE SALE #3
ADDRESS: 7133 Cornelia Dr
SALE DATE: April 2004
SALE PRICE: $404,000
COMPARABLE SALE #4
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ADDRESS: 6120 Zenith Ave S
SALE DATE: October 2003
SALE PRICE: $317,000
COMPARABLE SALE #S
ADDRESS: 4517 70th St W
SALE DATE: March 2004
SALE PRICE: $267,800
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CITY OF EDINA
Board Appeal and Equalization
115�\\ /4�\\ /01\\ //;�\\�
Assessor "s Commentary
Case #5:
Property ID Number: 05- 116 -21 -11 -0100
Date: April 14 2005
Property Address: 6307 Colonial Court
Owner/Agent Name: Christopher & Cheryl Pedrolie
2005 EMV
$397,800
Requested Value
None Requested
Recommended Value
$370,000
Comments: Subject property is a dormered 1 1/2 story, built in 1987, with an attached 2 stall garage,
and a screened porch. There is no finish in the basement, and it is not a walkout. The main floor
has the laundry room and a half bath as you enter from the garage. There is also access through the
screened porch and a French door into the informal dining area, as well as a front door entry. A
great room with a fireplace, the kitchen, and a main floor master bedroom complete the first floor.
The master bedroom has a bath with whirlpool tub, shower, double sinks, and water closet. Upstairs
there is a full bath and 2 bedrooms. Part of the second floor is not finished. The property is on a
cul -de -sac off Valley View Road, and it backs to Highway 62. The site is 14,077 sq. ft. There is a
total of 2055 finished square feet above grade.
Because of the location! I used 2 sales on Valley View Road that also back to Highway 62. The
style on those 2 were split level and 2 story. A third comparable that is 1 1/i story style, and is the
2nd lot in from Highway 62 was used, although it was older than the subject.
The information submitted by the owner was not used, as we do not deal with taxes. During my
visit to the home, the owner was comparing her home to 2 others in her cul -de -sac that are larger
than hers. Having briefly reviewed the data on those 2 homes, I have concluded that they should be
looked at for next year's assessment. I also compared the value of this property to the one next
door at 6305 that is very similar but slightly larger. , The sales comparison approach supports a value
of $370,000 for the subject, and that would also equalize the subject with the property next door.
Bev Moos, Appraiser
Land
$ 109,600
Building
$ 248,000
Total
$ 357,600
Value
2004
History
2003
$ 91,400
$ 236,700
$ 328,100
2002
$ 90,900
$ 239,200
$ 330,100
Sales
9/93
$ 215,000
History
7/99
$ 255,000
Comparables for 6307 Colonial Court
Comparable #1 located at 6319 Valley View Road is within 3 houses of the
subject, and backs to Highway 62. It is a split level style house (although
MLS calls it a 2 story), built in 1988, of superior construction, and with a 3
stall garage. Upward adjustments were made for baths, size above grade,
and deck vs. screen porch for the subject. 'Downward adjustments were
indicated for the quality, basement area and basement finish, garage stall of
3 vs. 2, fireplace count, and walkout.
Comparable #2 is within a block at 6329 Valley View Road. The style of
this home is 2 story, built in 1995, with a very large deck, and 3 stall garage.
Plus adjustments to the property's sale price were made for a difference in
baths, square footage above grade, and basement size. Adjustments in a
negative direction were made for lot size, age, basement finish, and garage
stall.
Comparable #3 is located on the east side of Highway 100 and is the 2nd lot
in on the north side of Highway 62. The combination of being a dormered
1 1/2 story style like the subject, plus its proximity to the highway, is why this
comparable was included. It is older than the subject, but an adjustment was
made for that difference. Increases to the sale price of the comparable were
made for site size, quality of the construction, age, baths, and basement area.
Minuses were calculated for a difference in size, for the basement finish, and
for a greater number of fireplaces.
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CASE #5
SUBJECT at 6307 COLONIAL COURT
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COMPARABLE SALE #1
ADDRESS: 6319 Valley View Road
SALE DATE: 4/04
SALE PRICE: $455,000
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ADDRESS: 6319 Valley View Road
SALE DATE: 4/04
SALE PRICE: $455,000
CASE #5
COMPARABLE SALE #2
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ADDRESS: 6327 Valley View Road
SALE DATE: 2/05 6/02
SALE PRICE: $382,000 $302,000
COMPARABLE SALE #3
ADDRESS: 6308 Concord Avenue
SALE DATE: 8/04
SALE PRICE: $380,000
0
CITY OF EDINA
2005 BOARD OFAPPEAL AND EQUALIZATION
MARKET VALUES SUMMARY
CASE I
APPLICANT
PID
PROPERTY
TYPE
SITE ADDRESS
2005 ORIGINAL
REQUESTED
STAFF
RECOMMEW
COMMENTS
BOARD ACTION
VOTE
+/-CHANGE
ORIGINAL
NO.
DATION
1
Marie M Anderegg
05- 116 -21 -24 -0004
R
5848 Creek Valley Road
$ 406,800
$ 365,000
$ 406,800
2
Mark & Usha
05- 116 -21-44 -0041
R
6804 Brook Drive
$ 452,800
$ 415,470
$ 452,800
Abramovitz
3
Joan McMillan
32- 028 -24 -34 -0706
X
7601 Edinborough Way #
$ 178,000
$ 100,000
$ 178,000
6105
4
Richard N & Laura
32- 117 -21 -23 -0037
R
6103 Jeffrey Lane
$ 473,500
$ 400,000
$ 447,100
B Kuyath
Cheryl &
Will submit staff review
5
Christopher
05- 116 -21 -11 -0100
R
6307 Colonial Court
$ 397,800
not specified
prior to re- convened
Pedrolie
meeting.
Will submit staff review
6
Richard &Kathy
30- 117 -21 -12 -0079
R
421 Tyler Ave
$ 286,400
$250,000 -
$265,000
prior to re- convened
Elkin
meeting.
7
Bruce D & Susan
30- 028 -24-42 -0024
R
6708 Point Drive
$ 807,800
$ 742,000
$ 807,800
Letter received
4/7/2005 after deadline
Lee McCarthy
8
Jayson Smith
08- 116 -21-41 -0014
1
7449 Cahill Road
Withdrawn
Withdrawn
Withdrawn
Withdrawn
Industrial Prop
9
Bradley Bakke
08- 116 -21 -11 -0018
A
5400 West 77th St
$ 1,835,500
not specified
$ 1,835,500
Apartment Prop
10
Bradley Bakke
30- 028 -24 -12 -0063
A
4301 Valley View Road
$ 557,800
not specified
$ 557,800
Apartment Prop
11
Bradley Bakke
18- 028 -24-44 -0113
A
5330 France Ave S
$ 959,300
not specified
$ 959,300
Apartment Prop
12
Jim Maciej
31- 028 -24-41 -0008
I
Main Street Partners, LLP
$ 1,689,000
$ 1,225,000
$ 1,689,000
Industrial Prop
444,4 West 76th St
13
Ray & Patricia
32- 028 -24 -32 -0474
X
7400 Edinborough Way #5308
$ 313,400
$ 293,600
$ 313,400
DeMont
14
Cathy McKay
31- 117 -21 -14 -0037
R
5615 Schaefer Road
$ 1,010,800
not specified
$ 1,010,800
Letter received
4/8/2005 after deadline
15
Virginia S Thomas
31- 117 -21 -11 -0001
R
6228 Parkwood Road
$ 698,500
not specified
$ 698,500
Letter received
4/11/2005 after deadline
KEY: R - Residential, X - Condominium, I - Industrial, A - Apartment