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HomeMy WebLinkAbout2004-04-12_SPECIAL MEETINGSCITY OF EDINA 2004 BOARD OF APPEAL AND EQUALIZATION MARKET VALUES SUMMARY c1::;:::;:::::::::::::: 1 Alex Zhuravel 5812 Hansen Road $ 321,600 $ 280,000 $ 321,600 2 I John J. Carlson I 5509 Merritt Circle 1 $ 314,9001 $ 266,0001 $ 314,900 3 1 Patrick Fleetham 1 4300 Branson Street 1 $ 248,9001 $ 216,0001 $ 239,200 Page 1 Case #1 CITY of EDINA Board Appeal and Equalization n Assessor's Commentary Property ID Number: 32- 117 -21 -41 -0068 Date: April 8 2004 Property Address: 5812 Hansen Road Owner/Agent Name: Alex & Mar arite Zhuravel 2004 EMV $321,600 Requested Value $280,000 Recommended Value No Change Comments: Applicant purchased the property for $218,000 in June 1999. The 2000 Board of Review lowered the value to $224,500, with the County lowering it to the purchase price of $218,000. Appeals to the Board have been yearly since that time. The 2002 County Board of Review set the value at $284,000, and the 2003 City Board of Appeal and Equalization lowered an initial value calculation to $284,000 per staff recommendation. Mr. Zhuravel called this year after the notices were mailed. He indicated that he had refinanced in the summer of 2003 and that the appraisal was for $300,000. He was encouraged to furnish a copy of that appraisal to us and indicated that he would do so. To date we have not received it. Applicant's concern seems to rest with the influence of the railroad and power line directly to the west of his property. Three sales of comparable properties were analyzed for purpose of this review. Two of the sales back up to the railroad and power line; the third sale is across the street from and facing the railroad and power line. All four occurred during our sales ratio time period of October 2002 through September 2003. Adjusting the sales to the subject indicates a range of $309,000 to $332,900 for the subject. Giving most weight to the adjusted sale of $332,900 that is closest to the subject and on the same street as the subject, the estimated market value of $321,600 is supported. It is therefore recommended that the present value of $321,600 be sustained. Land $ 84,900 Buildina $ 199,100 Total $ 284,000 Value 2003 History 2002 $ 84,400 $ 199,600 $ 284,000 2001 84,400 164,100 248,500 Sales $ 218,000 June 1999 History $ 163,500 March 1990 $147,200 March 1988 Case #2 CITY OF EDINA Board Appeal and Equalization Assessor's Commentary Property ID Number: 32- 117 -21 -12 -0047 Date: April 8 2004 Property Address: 5509 Merritt Circle Owner/Agent Name: John J. & Sy Ivia L. Carlson 2004 EMV $314,900 Requested Value $266,000 Recommended Value No Change Comments: Applicants have been before this Board numerous times, most recently last year. Substantial analysis and review was done last year, and the assessor's estimated market value of $271,900 was sustained. Applicant then made application to the County Board of Appeal and Equalization. Mr. Craig Lone of the County Assessor's Office inspected the property on June 10, 2003, calculated an estimated market value of $315,000, and recommended an increase to that value. Applicant either cancelled or chose not to appear before the County Board to continue with his request. A copy of the cover form with the synopsis of the County review is attached. The subject is in a district that has strong market appeal, and sales continue to show market appreciation. Substantial remodeling and renovation is a part of the district's history. Two property acquisitions for demolition and new construction since late 2001 are also indicative of the district's appeal. One purchase in November 2001 was for $550,000; the other was July 2003 for $685,000. During a visit to the department in March, staff advised Mr. Carlson of the property tax refund and the senior citizen tax deferral. We wanted to be sure that he had all information that could possibly be of any financial tax benefit. It is the recommendation of this department that the present estimated value of $314,900 be sustained. Land $ 162,000 Buildina $ 109,900 Total $ 271,900 Value 2003 History 2002 $ 133,000 $ 112,000 $ 245,000 2001 133,000 105,800 238,800 Sales $ 114,000 March 1979 History %.ase 4F: 3 -DUPPlement CITY OF EDINA Board Appeal and Equalization Assessor's Commentary Property ID Number: 07- 028 -24 -43 -0111 Date: April 12 2004 Property Address: 4300 Branson St Owner/Agent Name: Patrick Fleetham 2004 EMV $248,900 Requested Value $216,000 Recommended Value $239,200 Comments: On or about March 30, 2004 Mr. Fleetham began a dialog with our office regarding the 2004 Estimated Market Value of his property as referenced above. During the time period that has since elapsed, he has provided our office with documents (see attached) that he believes describes his property and others in the area. He also provided one set of 23 photographs. After our review, these photographs were initialed, date stamped and returned to Mr. Fleetham. After further discussion with Mr. Fleetham, we decided that a physical review of his home was in order. On April 7, 2004 our office made a complete interior and exterior inspection of the subject property. The subject site is at approximately street grade and generally level to rolling to the rear lot line. The site size and configuration appears typical for the neighborhood. The yard /landscaping is unkempt and overgrown. The driveway is rutted dirt and gravel. There is a newer wood privacy fence in the rear yard area that Mr. Fleetham indicated was his. The 240 square foot detached garage was in usable but substandard condition in our opinion. The subject residence is a 1,001 square foot, wood frame, 11 /2-story structure set toward the rear of the site. As per City of Edina records it was originally built in 1913. It has a combination of wood shake /wood lap siding and an asphalt - shingled gable styled roof. The siding is in need of scrape and paint and the roof appears deteriorated. The foundation has settling cracks. Front entry is through the un- heated glazed porch. There is no basement. The crawl space was not accessed during this inspection. The main floor has a living room, dining room, den, kitchen, bathroom, laundry area and rear entry/mud area. The kitchen has newer cabinets and floor covering. The bathroom is dated and appears substandard. There is settling in some floors and some doors are no longer square. The second level has a bedroom and closet/storage area. The newer (1997) forced air furnace and newer (1999) hot water heater are located on this level. The homeowner indicated the house had central air. Complete interior visual inspection was hampered by excessive personal property and disarray. The subject property construction was considered "less than average" and the overall condition was considered "substandard ". We reviewed comparable sales that were considered to be reasonable reflections of the subject property and "normal arms length transactions ". They shared similar design, style and appeal.. These sales included, but were not limited to the following: • 4301 Branson St. 03/2004 $316,000 • 4224 Scott Ter. 03/2003 $280,000 • 4246 Lynn Ave. 12/2003 $277,500 • 309 Jefferson Ave. 09/2003 $162,500 These sales bracket the subject property and after making the necessary adjustments, it is our opinion that the subject "Estimated Market Value" as of January 2, 2004 should be $239,200. Therefore, we respectfully request that the City of Edina Board of Appeal and Equalization reduce the subject property 2004 "Estimated Market Value" to $239,200. Land $150,100 $62,500 Building Total $212,600 Value 2003 History 2002 $112,500 $58,400 $170,900 2001 $112,500 $33,400 $145,900 Sales $91,920 02/1998 Rejected for Ratio Study History $102,500 08/1997 Rejected for Ratio Study $78,500 11/1991 Warranty Deed C of E&Cn� A ssemriCly� epaVtMZ4,`Vt supple tom- c a4eook, for 3 A pp eal/ a,�n& EquaW o e AprfI112;2004 i , City of Edina Assessor's Office 4801 West 50th Street Edina, MN. 55424 -1394 Phone: (952) 826 -0365 Fax: (952) 826 -0389 [TDD (Deaf Only): (952) 826 -0379] Board of Appeal Iea and dEqualization Residential Request for Review P.I.D. # Q - F c Date Returned: I — , p Q Time: '. 2 P Received By: ! Case # 3- (,f ����:.:....... or cN ice.uss. one ........ ithdrawn: Date: Application Date: `i G Lr AttaSt2gfsuMprt1ng documentation Owner Name: 41 Owner Address: Y300 Sac/ S Home Phone Number: (Q (2 3 U Z. ! Business Phone Number:' ' Z Property Address: y ?06 4-1\/,SG/L) ���� 6 Assessor's estimated market value for January 2, 2004: R On- 4- <-,I A'J n I % r Jl RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE NO LATER THAN FRIDAY, APRIL 2, 2004. PLEASE ATTACH ANY DOCUMENTATION YOU FEEL WILL SUPPORT YOUR CASE. NA March 30, 2004 RECEIVED To: City of Edina Hand Delivered MAR 3 0 1004 Aft: Rick Nelson, Office of the Assessor 1 Page From: Pat Fleetham Re: Notice of intent to protest valuation 4300 Branson St. / Property I D 07 028 24 43 0111 I thank you for your time today and for your computing the present day value of a comparable property that was sold 1012001 for $140,000.00. 1 await this amount. I understand your approach to valuation is based upon comparable sales, and not present day valuation on existing & adjacent properties. I have enclosed for you the most recent sale on Branson Street, the residence at 4301 Branson. I believe this sale closed last week. This residence was listed at $324,900, but the sale price is unknown. I have enclosed the illustrated listing sheet. Below you shall find a comparison of this home with mine. I would request you consider subtracting some valuation from this house sale valuation in order to arrive at a more accurate & reasonable valuation of my residence: 4300 (mine) 4301 Branson Variation Built 1913 Built 1926 13 years newer 950 sq. ft. 1155 sq ft. + 21.5% sq.ft. 1 Bedroom 3 Bedroom +2 Bathrooms includes master suite w /ceramic tile bath 1 old bathroom 2 ceramic baths Small & original garage Newer 2 car garage w /good asphalt drive No basement Full basement Some pine floor Full hardwood floors No fireplace Gas Fireplace No Built -ins Built-in Buffet & Hutch No dishwasher Built -in dishwasher Kitchen suspended ceiling Sheetrock ceilings through out Painted woodwork(not much) Natural Oak woodwork through out main level Original windows Nice period windows Category 4 rating Category rating much higher unknown Low quality construction(1913)Signiflcant improved construction (1926) Additional attributes: Eat -in kitchen area Newly built large screen porch (approx 2002) Newer kitchen cupboards Good roof & Installed skylight Great foundation & good stucco exterior Wider & less narrow lot/better lot Has GREAT curb appeal In addition my residence has the following detractions: Horrible roof & support structure In severe need of 120 ft. driveway Needs siding replaced Multiple foundation cracks Rear floor supporting beam (east/west) has deteriorated, thus creating severe sloping in kitchen & bath and cracks in foundation Low ceilings 2nd floor down draft furnace creates cold main level floors & hot upper level in winter :: TEAMKENDALL'S LISTINGS! 4301 Branson Charming expansion style bungalow Built 1926 3 Bedroom 2 Bathroom 1,155 sq ft Formal dining room has beautiful built -in buffet Edina Morningside neighborhood offered at $324,900 Living room with gas fireplace Eat -in kitchen http:// www. teamkendall.com /CurrentListings /4301 Branson /4301 Branson.htm 1/17/2004 Cozy computer room Master bedroom suite with private ceramic bath Large screen porch �e 0 P" I- -, ilm http:// www. teamkendall.com /CurrentListings /4301 Branson /4301 Branson. htm 1/17/2004 Welcome to 4301 Branson Street. This charming expansion style bungalow is located in the popular Edina Morningside neighborhhood. This home features a fabulous master bedroom suite with its own stunning 3/4 ceramic bath. In addition, there are two more bedrooms and a full ceramic bath on the main floor, plus an updated, eat -in kitchen, and a cozy screen porch. Beautiful natural woodwork abounds including hardwood floors, oak trim, and a lovely built -in buffet. Please enjoy your tour of this wonderful East Edina home. APPR°XIMATE R99M 505 Living Room 13'x 11' Formal Dining 11' x 11' Kitchen 11' x 11' Master Bedroom Bedroom Bedroom Sitting Room Porch 20'x11' 10' x 10' 09' x 09' 10'x 06' 14'x 12' PR°PtRTY lNr9ftMAT[ON Year Built Above Ground Sq. Ft. First Floor Sq. Ft. Taxes (2003) Heat Air Garage Parcel Size 1926 1,155 825 $1,903 GFA Central Double Car, Det. N70'x120'x62'x150' http:// www. teamkendall.com /CurrentListings /4301 Branson /4301 Branson.htm 1/17/2004 t�,Z��� atrick Fleetham 952 ®353401 P.1 March 31, 2004 To: City of Edina VIA FAX 952.826.0389 Att Rids Nelson, Office of the Assessor 1 Page From: Pat Fleetham Re: Notice of intent to protest valuation 4300 Branson St / Property I D 07 028 24 43 0111 This morning I dropped photographs and a detail sheet for your review. Please be advised, you are welcome to walk the property to review the site and exterior structure. i- ao I could schedule a walk thru on Wednesday, April 7, aft p.m., if this works for you. Or, we could do it on the subsequent Wednesday, April 14th. I am not sure if the deadline for filing is today, or April 2"d. This being the case please be formally notified by this letter 1 intend to protest the Proposed valuation of my residence. If there are forms which need to be completed I re au 35.3401. ough, I am still performing research, it would appear the prop luation could be $199,000.00. I would be comfortable with a figure of market'- 'on of $216,000.00, for payable in calendar year 2005. 1 thank you r your con r—f� Patrick Fleetham 4300 Branson Street Edina Facsimile 952.835.3401 March 30, 2004 To: City of Edina Hand Delivered Aft: Rick Nelson, Office of the Assessor 1 Page From: Pat Fleetham Re: Notice of intent to protest valuation RECEIVED 4300 Branson St. / Property I D 07 028 24 43 0111 MAR 31 1004 This is a follow up to my letter of earlier today. I have now photographed various aspects of my residence for your ready reference. Enclosed you shall find: 2 photographs of the driveway 3 photographs of different deteriorating roof structure elements 1 photograph of roof Please note condition 1 photograph of original garage with barn doors 5 photographs of 7 cracks in foundation 1 photograph of bathroom Please note no ceramic file 1 photograph of kitchen suspended ceiling Note lack of doorframe molding 2 photographs of back door Please note gaps & wall cracking Please note painted woodwork 2 photographs of bathroom door which won't close Please note wall & ceiling cracks Please note painted woodwork 1 photograph of siding condition 1 photograph of 4301 Branson driveway & garage For Comparison sake I welcome you to walk around the property & residence for your personal verification of these deficiencies. One item I failed to mention in the previous letter concerns the 2"d floor down draft furnace. Please be advised this furnace sits less than 10 feet from my bed. All furnace & ventilation system associated noises are distinctly heard by the person in the bed. I thank you for noting this in your file /records, Patrick Fleetham 4300 Branson Edina, MN 55424 / Encl: 23 photographs v '11�` %.ube 0; .s - oupplement CITY OF EDINA Board Appeal and Equalization �����//,\\\ A\\ Assessor's Commentary Property ID Number: 07- 028 -24 -43 -0111 Date: April 12 2004 Property Address: 4300 Branson St Owner /A ent Name: Patrick Fleetham 2004 EMV $248,900 Requested Value $216,000 Recommended Value $239,200 Comments: On or about March 30, 2004 Mr. Fleetham began a dialog with our office regarding the 2004 Estimated Market Value of his property as referenced above. During the time period that has since elapsed, he has provided our office with documents (see attached) that he believes describes his property and others in the area. He also provided one set of 23 photographs. After our review, these photographs were initialed, date stamped and returned to Mr. Fleetham. After further discussion with Mr. Fleetham, we decided that a physical review of his home was in order. On April 7, 2004 our office made a complete interior and exterior inspection of the subject property. The subject site is at approximately street grade and generally level to rolling to the rear lot line. The site size and configuration appears typical for the neighborhood. The yard /landscaping is unkempt and overgrown. The driveway is rutted dirt and gravel. There is a newer wood privacy fence in the rear yard area that Mr. Fleetham indicated was his. The 240 square foot detached garage was in usable but substandard condition in our opinion. The subject residence is a 1,001 square foot, wood frame, 11/2 -story structure set toward the rear of the site. As per City of Edina records it was originally built in 1913. It has a combination of wood shake /wood lap siding and an asphalt - shingled gable styled roof. The siding is in need of scrape and paint and the roof appears deteriorated. The foundation has settling cracks. Front entry is through the un- heated glazed porch. There is no basement. The crawl space was not accessed during this inspection. The main floor has a living room, dining room, den, kitchen, bathroom, laundry area and rear entry/mud area. The kitchen has newer cabinets and floor covering. The bathroom is dated and appears substandard. There is settling in some floors and some doors are no longer square. The second level has a bedroom and closet/storage area. The newer (1997) forced air furnace and newer (1999) hot water heater are located on this level. The homeowner indicated the house had central air. Complete interior visual inspection was hampered by excessive personal property and disarray. The subject property construction was considered "less than average" and the overall condition was considered "substandard ". We reviewed comparable sales that were considered to be reasonable reflections of the subject property and "normal arms length transactions ". They shared similar design, style and appeal. These sales included, but were not limited to the following: • 4301 Branson St. 03/2004 $316,000 • 4224 Scott Ter. 03/2003 $280,000 • 4246 Lynn Ave. 12/2003 $277,500 • 309 Jefferson Ave. 09/2003 $162,500 These sales bracket the subject property and after making the necessary adjustments, it is our opinion that the subject "Estimated Market Value" as of January 2, 2004 should be $239,200. Therefore, we respectfully request that the City of Edina Board of Appeal and Equalization reduce the subject property 2004 "Estimated Market Value" to $239,200. Land $150,100 $62,500 Building Total $212,600 Value 2003 History 2002 $112,500 $58,400 $170,900 2001 $112,500 $33,400 $145,900 Sales $91,920 02/1998 Rejected for Ratio Study History $102,500 08/1997 Rejected for Ratio Study $78,500 11/1991 Warranty Deed SKETCH /AREA TABLE ADDENDUM Case No 01430111 PIP Nn n7- n2R.2ddA.MI4 APEX SOFTWARE 804858.8858 Apx710Dw Aped) OIL fi ` fir NIL 4300 BRANSON ST 07- 028 -24 -43 -0111 4301 BRANSON ST 07- 028 -24 -43 -0083 MET a =11 4246 LYNN AVE 07- 028 -24 -42 -0093 4224 SCOTT TER 07- 028 -24- 4100049 309 JEFFERSON AVE 30- 117 -21 -22 -0032 In ♦t.i t 1L 7 — , WF •mac _ 4300 BRANSON ST 07- 028 -24 -43 -0111 4301 BRANSON ST 07- 028 -24 -43 -0083 MET a =11 4246 LYNN AVE 07- 028 -24 -42 -0093 4224 SCOTT TER 07- 028 -24- 4100049 309 JEFFERSON AVE 30- 117 -21 -22 -0032 April 12, 2004 RECENED APR 12 2004 To: City of Edina Aft: Chairperson, Board of Review From: Patrick Fleetham Re: Property valuation P.I.D. # 07 028 24 43 0111 - 4300 Branson Street Due to previously scheduled surgery, the result of vehicular accident, I will not be able to be in attendance for the hearing. I have enclosed several copies for the committee members. The enclosures are: • Statementfrequest by Patrick Fleetham • Information on residence with photographic images attached • Comparison with 3 BR sold right across the street in the last 30 days • Information from City of Edina Assessing Dept. I thank you for your time & consideration in this matter, Patrick Fleetham 4300 Branson Edina, MN 55435 April 12, 2005 RECEIVED To: City of Edina Aft: Chairperson, Board of Review APR 12 2004 City Council Chambers From: Patrick Fleetham Re: Property valuation P.I.D. # 07 028 24 43 0111 - 4300 Branson Street I firmly believe my property should carry a valuation of $216,000.00 due to its substandard & small nature, which has been documented by appraiser Rick Nelson. I have enclosed information relative to this request. My 1 bedroom residence would most aptly be classified as a 'Tear Down.' (Please note Mr. Nelson's consistent rating of 5 for this structure) If the board does not concur, I am willing to accept the valuation that was offered by Mr. Rick Nelson of $227,600.00, under protest. I was discouraged by Mr. Nelson of raising comparable sales in the neighborhood and the historical information I requested was not forthcoming. My only alternative was an appraisal and simply there was not sufficient time. I regret my dealings with Mr. Nelson and I must register a formal complaint against Mr. Nelson and his methods. In a phone conversation on April e, at 12:30 p.m., he cited the following: 1 My property was overvalued 2 He would reduce the valuation to $227,600.00 if I agreed by the close of business on that same day 3 If I did not agree to this reduced valuation, by the end of that day, he would recommend to the board a valuation of $239,000.00 I find such tactics unprofessional, threatening and bordering on extortion. How can an employee of this fine municipality utilize threats of this nature against its residents? I admit I am not familiar with the assessing/taxation process, but to be threatened with a financial penalty if you don't agree with an offer by the close of the business day is akin to the pressure tactics of a used car salesperson. In addition, in all conversations with Mr. Nelson I never felt he listened, nor considered any of the specific issues which I raised. This, added to his veiled threats of financial retaliation for failure to agree with him, makes me ashamed he works for the municipality I live in. I urge the City of Edina to investigate such tactics, for that is all they are, and put a stop to this type of treatment of the citizens of Edina. I thank you for your consideration in this matter, Sincerely, Patrick Fleetham 4300 Branson Street Edina, MN 55435 March 30, 2004 To: City of Edina Hand Delivered Aft: Rids Nelson, Office of the Assessor 1 Page From: Pat Fleetham Re: Notice of intent to protest valuation RECEIVED 4300 Branson St. / Property I D 07 028 24 43 0111 This is a follow up'to my letter of earlier today. MAR 31 2004 I have now photographed various aspects of my residence for your ready reference. Enclosed you shall find: 2 photographs of the driveway 3 photographs of different deteriorating roof structure elements 1 photograph of roof Please note condition 1 photograph of original garage with bam doors 5 photographs of 7 cracks in foundation 1 photograph of bathroom 1 photograph of kitchen suspended ceiling Please note no ceramic tile Note lack of doorframe molding 2 photographs of back door Please note gaps & wall cracking 2 photographs of bathroom door which won't Please note painted woodwork dose Please note wall & ceiling cracks 1 photograph of siding condition Please note painted woodwork 1 photograph of 4301 Branson driveway & garage For Comparison sake I welcome you to walk around the property & residence for your personal verification of these deficiencies. One item I failed to mention in the previous letter concerns the 2"d floor down draft furnace. Please be advised this furnace sits less than 10 feet from my bed. All furnace & ventilation system associated noises are distinctly heard by the person in the bed. I thank you for noting this in your file /records, Patrick Fleetham 4300 Branson Edina, MN 55424 Enc: 23 photographs O& ✓iJ(4) Ri� +-e- ROOF/� o7— II v s F-AZE sfrr" iu & rl 4 n �Lp R kT-9 /e o ors DDD Z- W i Lt. 4L) e-r Sl4 v TT` OF A/0091IT-L t co J„)-e�-1-o)o ATI-. -D TV L,f LA- �Joj-.E- &,f (o �> of 7-0 'rill AV# p.-4MVR4,_ AIRM "R NwIll R Y 'o 40� *Poo ok ......... © r �-r dA) r v J D hClef P 24v I 9416v Don/es L)/t) Co4--,l:E74 &� L{ IT -Ti L:F.S Co m )�-VZ iSOA) W r rH no ug ';— March 30, 2004 R f6 wt A- C•2oSS ST'�2f F-rt— RECEIVED S O L Z M42C N Zod y MAR 3 0 1004 H To: City of Edina and Delivered Att: Rick Nelson, Office of the Assessor 1 Page From: Pat Fleetham Re: Notice of intent to protest valuation 4300 Branson St. / Property 1 D 07 028 24 43 0111 I thank you for your time today and for your computing the present day value of a comparable property that was sold 1012001 for $140,000.00. 1 await this amount. I understand your approach to valuation is based upon comparable sales, and not present day valuation on existing & adjacent properties. I have enclosed for you the most recent sale on Branson Street, the residence at 4301 Branson. 1 believe this sale closed last week. This residence was listed at $324,900, tlut the sale price is unknown. I have enclosed the illustrated listing sheet !3 tom, o ati pso N c,,.5c u ) Below you shall find a comparison of this home with mine. I would request you consider subtracting some valuation from this house sale valuation in order to arrive at a more accurate & reasonable valuation of my residence: 4300 (mine) 4301 Branson Vauation Built 1913 Built 1926 13 years newer 950 sq. . tissagA + 21.5% sq.ft. .3Aadrc�vw +2 Bathrooms i 39 master suitemiceramic tile bath 1 old bathroom 2-baths Small & original garage .2 car garage w /good asphalt drive No basement Fub-taWtnent Some pine floor Full hardwood floors No fireplace pas-Rreplaoe No Built -ins Built- iwBuffet & Hutch No dishwasher �hwasher Kitchen suspended ceiling Sheetrock ceilings through out Painted woodwork(not much) A V-Oak woodwork through out main level Original windows NiceperkW windows Category 4 rating 'Category rating much higher unknown Low quality construction(1913)Significant improved construction (1926) Additional attributes: I" kitchen area Newly built large screen porch (approx 2002) Newer kitchen cupboards C roof & Installed skylight Great foundation & good stucco exterior Wder-& less narrow lot/better lot 13AT curb appeal In addition my residence has the following detractions: Horrible roof & support structure In severe need of 120 ft. driveway Needs siding replaced Multiple foundation cracks Rear floor supporting beam (east/west) has deteriorated, thus creating severe sloping in kitchen & bath and cracks in foundation Low ceilings 2nd floor down draft furnace creates cold main level floors & hot upper level in winter I eamKenaall's Lurrent Listings 00 on TIAMENDALL'S LISTINGS! 4301 Branson Charming expansion style bungalow Built 1926 3 Bedroom 2 Bathroom 1,155sgft Edina Morningside neighborhood offered at $324,900 5 Formal dining room has beautiful built -in buffet Living room with gas fireplace Eat -in kitchen rage i or 4 http:// www. teamkendall.com /CurrentListings /4301 Branson /4301 Branson.htm 4/11/2004 i eamKenaairs current Listings mo Cozy computer room Master bedroom suite with private ceramic bath Large screen porch rage Z yr 4 http:// www. teamkendaI1.com /CurrentListings /4301 Branson /4301 Branson.htm 4/11/2004 I eamKenoalrs Lurrent Listings Nage :3 of 4 Welcome to 4301 Branson Street. This charming expansion style bungalow is located in the popular Edina Morningside neighborhhood. This home features a fabulous master bedroom suite with its own stunning 3/4 ceramic bath. In addition, there are two more bedrooms and a full ceramic bath on the main floor, plus an updated, eat -in kitchen, and a cozy screen porch. Beautiful natural woodwork abounds including hardwood floors, oak trim, and a lovely built -in buffet. Please enjoy your tour of this wonderful East Edina home. APPR9Xll" AR R99M SES Living Room 13'x 11' Formal Dining 11' x 11' Kitchen 11' x 11' Master Bedroom 20'x 11' Bedroom 10' x 10' Bedroom 09' x 09' Sitting Room 10'x 06' Porch 14'x 12' PRO. PtRTY MO. RMATI°n Year Built Above Ground Sq First Floor Sq. Ft. Taxes (2003) Heat Air Garage Parcel Size 1926 Ft. 1,155 825 $1,903 GFA Central Double Car, Det. N70'x120'x62'x150' http:// www. teamkendall.com /CurrentListings /4301 Branson /4301 Branson.htm 4/11/2004 It 4301 Branson Street (right across street) Comparable Sale Please note other photographs in Sales Brochure Please note condition, size, & asphalt driveway Also, back porch rail - R.EAL I. U. Number DWI. Type esmt. Area t. Re loterior Sheetrock platter �32 Panelin Trim Hardwood I Softwood 2 3 Painted Other 4 Floor Wood 1 C et 2 Other 3 Baths S a Deluxe '/d %, I ti 'shed A Ilnlin. I° (illA llnfin. 2" CiI)A Unfin. G1iA Dimensions t = x x _ Actual / Nei hborhood %onin Propert y Addrecc Legal Sq Ft Crawl /Slab I Effective Functional % 7Excc1lent od 2 3 Finished Bsmt. ard 4 Economic Manual % No S Interior Plaster 1 Shectrock 2 Panelin 3 Trim Hardwood I Softwood 2 Painted 3 Other Floor 4 Wood I C t 2 Tile 3 Concrete 4 S a Baths Deluxe Y' %: Yes 1 Condition Excellent I Good 2 Avers e 3 Fair 4 Substandard 5 House Room Count Total Rooms Dedrooms Famil Livin Dinin Kitchen Other Total Baths qof I •- Date 1 - Price o 2 _ Price 2 - Code 3 - Price Bsmt, ualf /Class I thru Baths Nei hborhood Ratin Vc Good 1 Dormers Deck Lcn th 1 Area S a Deluxc Full M, Ya Bath Rating Quality I- 5 Flre lace None Quality 1 •5 Standard Subslan d 2 Heatln Good 2 Finish 2 Average 3 Fair 4 Substandard 5 Construction Wood frame I Mason Walls 2 unlit I -5 1 Patio Area _r Site Ratin Othcr 3 Ve , Good I Good 2 fair 3 Exterior Walls/1'rim Stone I ualit I - 5 Porch Glazed Arca ali 1 - 5 Screened Area x x _ x _ V FI Area 70� 2nd Fl Area 300 G.B. Area �, OO Minimum 4 Ad .Pro , Influence Positive 1 Brick 2 Stucco 3 Wool 4 C u l la Negative 3 View Masonitc fi Other 7 Oualitv I - 5 Open Area Positive 1 in 1 8 Beth Ratln Quality l- 5 ` Fire lace qof None t Room Count Total Rooms Bedrooms ivin Bath Ratla Quality l- 5 —� Fire lace -Equal 2 ArchJA peal Gable 1 i Floor Area Iwo Ext. Walls Attached _ 1 Detached 2 Bilt I 4 Gara a fit Floor Area Ext. Walls Number Cars Condition Electric 3 Gravit 4 Oar 5 Bsmt. Room Count Total Rooms — Bedrooms Kitchen Other t ' No 2 Flat R Cha� a Yes No Add SOO Excellent 1 Very Good 2 v Fair 4 Fii 2 Mansard 3 br Flat 5 qof None 2 Room Count Total Rooms Bedrooms Standard 1 X Substandard 5 unlit /Class $0� Roof Cover - 1 W P & G 3 Slate T!'c 4 Windows Sub 3 -Code Appr. No. Appr. Date an hsrscterlatics Paved Street 1 Curbs 2 Sewer Avail. 4 W.. -- .___.. - Sha a Dini n Kitchen Other AAAAA .4 Permit Date Last Int. Insp. - D - lrre 4 Style Casement I Dbl. Hun 2 Gliders 3 Awning 4 n- Fronts e 4E/SF 2 lit Level 3 1 1 '/• 4 # of / Walkout Ouality I . S Detached 2 Tuckunder 3 n..a._�_ Left Ri t 11W111111111111111 s �tKOrr'r/•d.�ria � �xf.G� SKETCH /AREA TABLE ADDENDUM Case No 014501„ RU No 07-028- 24-"Il 0 City State Zlo fl = Aawalser Name RCN 04(04 Awr Address . 0 ( S. - 1, ,4v AW 17.0' One Story 5.0' No Basement &2",V 2 8.0 One Story No Basement Two Story over No Basement 6.0' Glazed Porch MAY 14.0' Detached Garage 18.0' 8.0' 11.0' DOES NoT SkoL.J FuRN 44Cf- 4 w A-C' Z j Ora Unfinished W L)711 -1 7-r nC6 rj OA) over W £s-1- S I M 24.0' --Z,-JD FL.od� A-,eg,4 One Story si wsLe Bf p eoo rn ( UohUbt) / No Basement M14SUA99 124'X I/ " APEX SOMAK sioaiswds Scale: 1 e 12 tNIN0, ARtA BREAfmOWN. AREA CALCULATION$ SUMMARY fe�als Mal first Floor 701.00 493.00 701.00 GLS2 Second floor 600.00 24.0 z 25.0 600.00 6.0 z 25.0 Second Floor - 150.00 - 150.00 6 Areas Total (rounded) 1001 Second floor - 150.00 300.00 P/P Glazed porch 100.00 100.00 a3R Garage 240.00 240.00 TOTAL LIVABLE (rounded) 1001 APEX SOMAK sioaiswds Scale: 1 e 12 tNIN0, ARtA BREAfmOWN. First Floor floor 2.0 z 8.0 16.00 17.0 z 29.0 493.00 8.0 z 24.0 192.00 Second Floor 24.0 z 25.0 600.00 6.0 z 25.0 - 150.00 6.0 z 25.0 - 150.00 6 Areas Total (rounded) 1001 W10 6W AM GAMAvisionTM Photo Sample, printed on 418/04 at 11:19 AM Parcel: 07 -02 8-24- 43-0111, Photo 0 of 1 Taken: 5/2912001, Last edit: 5/29/2001 Notes: 4301 Branson Street Selling price Costs Variance with 4300 Branson Street curb appeal, larger front footage master suite w /ceramic bath newer 2 car garage 2 additional bedrooms full basement Hardwood floors, built in buffet & natural trim 316,000.00* - 10,000.00 - 15,000.00 - 25,000.00 - 20,000.00 -5,000.00 - 5,000.00 Immediate expenses to bring property up to standards New roof & structural repair Driveway Dig out foundation, install leveling jacks, remove rotted beam, replace beam, periodically adjust leveling jacks, rebuild foundation - 9,500.00 $216,000.00 - 6,500.00 -3,500.00 *This figure is not adjusted downward for the 7% commission C 6VVIC/ of FdooCn� Aae4 epa*tmelnt Caleb for BocircLofAppeaL rT7; 107, F .III 49i�1L1. ok e 0 0 Apr� 12, 2004 y W w 3 v� U a rn 0 - o e � v W Q i. �i ,, City of Edina Assessor's Office 4801 West 50th Street Edina, MN. 55424 -1394 Phone: (952) 826 -0365 Fax: (952) 826 -0389 [TDD (Deaf Only): (952) 826 -0379] B oa rd of A pp eal and E Equalization Residential Request for Review P.I.D. # Q2 - \\j -2k - "it - C)Q1 QQ Date Returned: -C)" !Time:_ Received By: ��- Case # .:.:.: ...:.:.:.:.:.:.:.:.:..:..... . .. . .. ... .... ....................... n�3t .. ....... . ... ................ . ......... ..o . . .. ........... Withdrawn: Date: Application Date: 3 L2 � Attach any supporting documentation Owner Name: -- Owner Address: Home Phone Number: �SZ ^2b'S' -���n Business Phone Number: �'��' -�ef� S` 3 Property Address: OW V'(Z,i/'' _ Assessor's estimated market value for January 2, 2004: Land: Buildings: Total: I believe the estimated market value on January 2, 2004 should be: Land: Buildings: Total: Purchase Date: 04zq g Total purchase price (land & bldgs.): 2 O-J Year Built: House: /9gf Garage: 2 Additions (Explain): Condition of Structures (Explain): !t J1 -vyLQ- _ Description & value of additions and improvements since your purchase of this property: isalsl ....... Pa+�ase a Pi'Of @5 QTta1 tta�Ch'wco p � y .:ali :C� �qtt td Apia ( px pP�'a�sa�g): :::::: : > :::: ::.:......:::::.......... Appraisal Date: Indicated Value: :E74 iR :ttf 1e�SOnS: Oi: Nr:. eCxIQR:t�i: he::aS�ssor'Stl�tS# in�k:K116G :::::::::: ::::::::::::::::::::::::::::::: I Qi ✓Q-� it/ 1 --� °O 1/L *(21 (,1 P S o pe�,-4_e' eq - -- ,� geH - ,. p0 —_ -- — I DO HEREBY AFFIRM THAT THE ABOVE INFORMATION IS COMPLETE AND TRUE TO THE BEST OF MY KNOWLEDGE AND BELIEF. Signature oLgppLicant. . /// , RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE NO LATER THAN FRIDAY, APRIL 2, 2004. PLEASE ATTACH ANY DOCUMENTATION YOU FEEL WILL SUPPORT YOUR CASE. Case #1 CITY of EDINA Board Appeal and Equalization �����/^,\\ /A\\ Assessor's Commentary Property ID Number: 32- 117 -21 -41 -0068 Date: April 8 2004 Property Address: 5812 Hansen Road Owner/Agent Name: Alex & Mar arite Zhuravel 2004 EMV $321,600 Requested Value $280,000 Recommended Value No Change Comments: Applicant purchased the property for $218,000 in June 1999. The 2000 Board of Review lowered the value to $224,500, with the County lowering it to the purchase price of $218,000. Appeals to the Board have been yearly since that time. The 2002 County Board of Review set the value at $284,000, and the 2003 City Board of Appeal and Equalization lowered an initial value calculation to $284,000 per staff recommendation. Mr. Zhuravel called this year after the notices were mailed. He indicated that he had refinanced in the summer of 2003 and that the appraisal was for $300,000. He was encouraged to furnish a copy of that appraisal to us and indicated that he would do so. To date we have not received it. Applicant's concern seems to rest with the influence of the railroad and power line directly to the west of his property. Three sales of comparable properties were analyzed for purpose of this review. Two of the sales back up to the railroad and power line; the third sale is across the street from and facing the railroad and power line. All four occurred during our sales ratio time period of October 2002 through September 2003. Adjusting the sales to the subject indicates a range of $309,000 to $332,900 for the subject. Giving most weight to the adjusted sale of $332,900 that is closest to the subject and on the same street as the subject, the estimated market value of $321,600 is supported. It is therefore recommended that the present value of $321,600 be sustained. Land $ 84,900 Building $ 199,100 Total $ 284,000 Value 2003 History 2002 $ 84,400 $ 199,600 $ 284,000 2001 84,400 164,100 248,500 Sales $ 218,000 June 1999 History $ 163,500 March 1990 $147,200 March 1988 SUBJECT PROPERTY AT 5812 HANSEN ROAD SKETCH /AREA TABLE ADDENDUM Case No 21410068 File No 32- 117 -21-11 -0068 Address 5812 Hansen Road Borrower Lender /Client Appraiser Name PVB Appr Address O O co State Code AREA CALCULATIONS SUMMARY Description Size Totals GLA1 First Floor 573.00 23.0 460.00 First Floor 920.00 36.00 7.0 x First Floor 30.00 77.00 1523.00 BBMT Basement 920.00 11.0 x 920.00 P/P Deck 465.00 9.0 63.00 Open Porch 42.00 507.00 GAR Garage 573.00 30.00 573.00 OT8 Finished Basement 857.00 857.00 TOTAL LIVABLE (rounded) 1523 Scale: 1 =10 LIVING AREA BREAKDOWN Breakdown Subtotals First Floor 20.0 x 23.0 460.00 3.0 x 12.0 36.00 7.0 x 11.0 77.00 18.0 x 30.0 540.00 11.0 x 27.0 297.00 7.0 x 9.0 63.00 1.0 x 20.0 20.00 3.0 x 10.0 30.00 8 Areas Total (rounded) 1523 APEX SOFMARE 80685 &9958 Apa7100w ApeyS City of Edina Assessor's Office 4801 West 50th Street Edina, MN. 55424-1394 P.I.D. # 62 — I f7 I —1 +/7 Date Returned: Time: Phone: (952) 826-0365 Fax: (952) 826-0389 [TDD (Deaf Only): (952) 826-0379] Received By: i Case # ................ ........................ ................... ................... ................... ........................ .......... .......... .......... Board of Appeal and Equalization Residential Request for Review Withdrawn: Date: Application Date: IF Attach any su orting-documentation Owner Name: Owner Address: 6)e6—e��9j Home Phone Number: Business Phone Number: 9,§2 91VA 2�/z i - Property Address: !f:� 9 — Assessor's estimated market value for January 2, 2004: Land: I q )-�. +(,)C) Buildings: 120, -S 00 Total: 13 I believe the estimated market value on January 2, 2004 should be: Land: Buildings, 15-0 C) Total: Purchase Date: . �9,79 �Total purchase price' (land & bldgs.) zz��4 40,o) Year Built: House: 1W Garage: /90 Additions (Explain): Condition of Structures (Explain): Description& value of additi 7 ns an cT improvements since our ptdrchase of this operty: g7 - ............................................................................................................. .......... ............. .. .. ..... so ona AO .. .... Appraisal Date: I Indicated Value: em &J 7 QQ' ...... .......... 7-- Up until 1999, my property (land) value was $48,800. As of 1/2/04, the land value is $194,400. The property value increased 398.5 % (three hundred ninety-eight point five percent) within five years. Due to no updating or improvements the value of the home has decreased drastically almost to what we paid for the home twenty-five (25) years ago. This is absolutely absurd. In 1999, the land and buildings were valued at $175,000 and 1/2/04, they are valued at $314,900. This is an 80% increase in 4 years. This is not right. I DO HEREBY AFFIRM THAT THE ABOVE INFORMATION IS COMPLETE AND TRUE TO THE OF My KNOWLEDGE AND BELIEF. Signature of applicant: 611 RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE NO LATER THAN ' FRIDAY, APRIL 2, 2004. PLEASE ATTACH ANY DOCUMENTATION YOU FEEL WILL SUPPORT YOUR CASE. April 1, 2004 Board of Appeal and Equalization Re: P.I.D.# 32- 117 -21 -112 -0047 My house at 5509 Merritt Circle, has always been compared and evaluated with other homes in the immediate area. These homes have all had considerable updating and remodeling to include, new heating and central air conditioning, new cement all around, drain tile and sump pumps because of seepage in our basements, new kitchens, bathrooms, and decks. In addition, many homes have completely rebuilt the basements, adding bathrooms, bedrooms, and family rooms in walkout style homes. All homes on the West Side of Merritt Circle are walkouts. One issue that needs to be mentioned is the water problem in the basement that has become worse over the years. Both houses on the north and south sides of me have drain tile and sump pumps. My home has had nothing done to it in twenty -five plus years, but only maintained to live in it. I purchased my home in 1979, for $23,500 less than the asking price of $137,500 because it was in need of updating and remodeling at that time. This year my home and land are not being compared with homes in the immediate area, but with a home and land at 5813 Northwood Drive close to the Interlachen Country Club and another home at 5140 Abercrombie. Both of these homes are obviously out of my league and up to three miles away. On December 31, 1998, my lot was valued at $48,800. On January 2, 2004, my lot was valued a $194,400 which is a 398.5% increase in five years (1999, 2000, 2001, 2002 and 2003). Yes, a three hundred ninety -eight point five percent increase. On January 2, 2004, the Edina Assessor valued my home (building) at $120,500, which is $6,500 more than the purchase amount dating back to 1979. In 1999 my lot and building value was $175,000. On January 2, 2004, the value was $314,900, which is an 80% increase in four years (2000, 2001, 2002, and 2003). My home's appreciation is double that of the Edina's average appreciation according to the Sales Appreciation Schedule provided by the Regional Multiple Listing Service of Minneapolis (attached). A market analysis prepared by Remax is also attached. I understand that the city needs to raise taxes to sustain and improve the city's amenities. However, since the valuation of the house can not be increased to meet your maximum annual increase because it is not up to par with other homes, the land has been over inflated. The value of the land is exceedingly high when compared to other parcels in the immediate area. It appears the land value has been arbitrarily increased to meet your maximum taxable (estimated market) value limits. The preliminary research outlined below blatantly reflects this. I have physically visited each of these properties and have pictures for comparison. There are additional examples that I will prepare for the appeal if necessary. Address Lot Area Lot Size Value 2003 2004 5509 Merritt Circle 16,800 SF 120x140 $162,000 $194,400 (My lot) 5336 Merritt Circle 1.8,000 SF 120x150 $122;500 - 5140 Abercrombie '11,622 SF 82x151 $119,100 74x147 5813 Northwood 21,204 SF i30xl71 $137,200 117x170 5425 Highwood 24,818 SF 150x190 $140,000 125x171 My taxable market value payable in 2004 is $269,000. Based on the current outdated''condition of my house it. would not sell for over a quarter of a million dollars, unless there was substantial updating and remodeling (see supporting attachment of estimated improvements and repairs). The discrepancy of land versus building valuation, which resulted in a 398.5% increase and the comparable documentation bring me to this position of appeal. I thank you for your consideration of this appeal and review of the information presented to the Board. Sincerely, John J. Carlson 5336 Merritt Circle Edina, MN 55436 Improvement/Repair Complete Kitchen Remodeling, New Appliances Bathroom Remodeling & New Fixtures Central Air (Change from Boiler to FA) New Windows/Frames (20) & Doors (3) Vinyl Siding, Casings (3 ft. overhang) Partial Drain Tile & Sump Pump Estimated Cost of Repair Cement Work - Front steps, garage floor, driveway - Rear steps, landing - Chimney —brick & flagstone replacement, tuckpointing, resetting Two Garage Door Replacements /Openers -Metal frames and track replacement Deck Construction Estimated Total Cost Minimum Proposals from: Minnegasco /Centerpoint Aardvark Contracting Ron's Mechanical J &M Waterproofing Kitchens by Krengel $38,500+ $23,500+ $57,190+ $28,500 $24,000 $22,000 $36,500 $4,000 $10.000+ $243,690+ Sears Construction Sawhorse Builders L &L Exterior Contractors Castle Roofing and Siding March 25, 2004 Dear Mr. Carlson, professional Jim Miezwa, Reaitos6, cRI Licensed in Minnesota & Wisconsin I was able to complete my market analysis on your property at 5509 Merritt Circle, Edina MN. After touring your home and taking numerous notations as to the room sizes, various features, condition, updates needed and the 2004 taxes I was able to come up with a figure of the present value of your home. In view of the current condition of the home there are several items that if fixed or replaced would bring more value to your home. I have several suggestions to make before ever selling, which would make your home worth more. As I pointed out to you, your windows are old and not energy efficient. These would all need to be replaced. Your furnace is very old and should also be replaced. Your kitchen should be totally remodeled, replacing the cabinets, and appliances. There are cracks in the chimney that need repair, along with cement work along the foundation the needs touching up. The carpet in the home needs to be replaced and there isn't any central air conditioning. Central Air conditioning should be added before selling to add value to your home. I realize that the central air would be a major expense to you from the estimate you received and because of the age of the home and needing new duct work I still feel that adding this would up your value and be a positive: selling point. As we talked about earlier the "tuck under" garage is a detriment to any positive sale as to a garage. This does not add a value to your home for selling. In summary, with your lot size, and finished square ft. of living space. The repairs and updates that have not been done as of this date, my market analysis indicates a selling price of $285,500. Please feel free to contact me if you have any questions. Thank you for the opportunity to assist you. Since , w un Miezwa, GRI REIMAX professionals 4=0 7767 Elm Creek Blvd., Suite 200, Maple Grove, Minnesota 55369 Direct: (612) 306 -7268, Office: (763) 416 -8080, Fax: (763) 416 -8041 E -mail: jamiezwa@hotmail.com A—Wi7is Each Office Independently Owned and Operated VA Sales Appreciation Single Family detached, condos,- townhomes, twin homes Avg SP % Over Avg SP % Over Avg SP % Over 2001 2000 2002 2001 2003 2002 Calhoun -Isles $334,236 8 °'0 $370,411 M $405,218 , 0% Camden $114,399 19.% ._ $131,386 45%,: $157,574 20% Central $214,900 7:40, ' $274,708 2s4 $271,985 =1% Longfellow $156,569 ` 180A : $176,478 1 S% $189.352 Nokomis $170,958 -19% $192,008 110 , $209,781 .0 - North $102,367 .-18% $124,082 21% $143180 154 Northeast $150527 :16% $173,248 .15%a ' $190,321 84 Ph illips $120,054 . i4% $129,873 °'8%u - $147,902 ':14QH, Powderhotn S135255 2`4.9,b ; $163,588 21.%a . $163,914 OQii. Southwest $245.037 All % $271981 1194 $301,534 f1.9b University $182,028 3 @% $195,668 7% $252,812 20 %0' Robbinsdale $152.354 ;1504- S166,200 9.% $178,668 SW- Crystal S153070 15W,, $164,903 -8% S179,791 .944.` New Ho a $164,415 !J2%0 $180,363 40% $197,819 1 Maple C'rove $215,707 as /o $238450 'rk46 S255,703 TWe Champlin $193,592 40'% ` $208,523 BPA $229,909 1646 ' . Golden Valley $219,048 ;10%u $248,262 $269,981 9016 Plymouth $255,432 '11.% $265,291 4% $290,560 10% Richfield $159,966 13Q/1v $183,054 14% $195,753 IW° East Bloomington $165,899 43%. $177,710 ,T'9�o3;.; $195,511 West Bloomington $213,302 .'6% $233121 9':4 .;, $246,294 Lake Minnetonka $427014 ;5Qi6 :- S471,094 6iO4 ..'_ $491463 4%,: Edina $330,207 $363,654 $396,420 Hopkins $161,672 410A. ` $179,810 J14b.. $195,522 946 Minnetonka $269,750 9%•'_ $305,397 ` 13Q /o' S315,599 i% St. Louis Park $180,561 f,,l 5%c.: $196,803 9��0 :. $215,327 9%?'' Eden Prairie $308,058 1 Ma, $314,834 2°16 ;:'` $331,628 594 Carver County $205,374 14%0 S213518 4% $226792 446'r. Chanhassen $289,914 _ 7%-', $296,450 29a` $315,530 6°fa '. Chaska $240,757 ,15016:: S250553 4Ofa $254,283 Victoria $291,368 -19fc $313,083 T- %" $369,003 IM. Ea an $207 560 : 8% = $217,440 5 $232 449 T%u ' IBurnsville $184,492 7 11 %: $200,761 ;6 i" - S218,827 Infonnartat front rite NW & M ". $4d REGR7N4L MUL PPLE :.ISMVG 2"14 SER67CE Or MNNTS0 E4 January20;0throt 4ghD centber•2003 952- 927 - 1195 . 952- 927 -2861 Case #2 Board Appeal and Equalization Assessor's Commentary Property ID Number: 32- 117 -21 -12 -0047 Date: April 8 2004 Property Address: 5509 Merritt Circle Owner/Agent Name: John J. & Sylvia L. Carlson 2004 EMV $314,900 Requested Value $266,000 Recommended Value No Change Comments: Applicants have been before this Board numerous times, most recently last year. Substantial analysis and review was done last year, and the assessor's estimated market value of $271,900 was sustained. Applicant then made application to the County Board of Appeal and Equalization. Mr. Craig Lone of the County Assessor's Office inspected the property on June 10, 2003, calculated an estimated market value of $315,000, and recommended an increase to that value. Applicant either cancelled or chose not to appear before the County Board to continue with his request. A copy of the cover form with the synopsis of the County review is attached. The subject is in a district that has strong market appeal, and sales continue to show market appreciation. Substantial remodeling and renovation is a part of the district's history. Two property acquisitions for demolition and new construction since late 2001 are also indicative of the district's appeal. One purchase in November 2001 was for $550,000; the other was July 2003 for $685,000. During a visit to the department in March, staff advised Mr. Carlson of the property tax refund and the senior citizen tax deferral. We wanted to be sure that he had all information that could possibly be of any financial tax benefit. It is the recommendation of this department that the present estimated value of $314,900 be sustained. Land $ 162,000 Buildin4 $ 109,900 Total $ 271,900 Value 2003 History 2002 $ 133,000 $ 112,000 $ 245,000 2001 133,000 105,800 238,800 Sales $ 114,000 March 1979 History PROPERTY ID 32- 117 -21 -12 -0047 ASMT SUB % PR PT HM EX YEAR REC OWN TP CN CD CD 2001 01 100 R H 2000 01 100 R H 1999 01 100 R H 1998 01 100 R H 1997 01 100 R H Press F1, F2, F5. F8 PROPERTY DATA SYSTEM VALUE HISTORY INQUIRY PARCEL ADDRESS 5509 MERRITT CIR Land/ Bldg/ Mach LMV Tax Mkt 133000 105800 218400 218400 95000 110900 201300 201300 95000 90500 185500 185500 48800 126200 175000 175000 48800 126200 175000 175000 CURR 340 NEXT Total Impv 238800 205900 185500 175000 175000 R s Lorre-c-fbI `Ay St 4f The preliminary research outlined below blatantly reflects this. I have physically visited each of these properties and have pictures for comparison There are additional examples that I will prepare for the appeal if necessary. Address 5509 Merritt Circle (My lot) ? 5336 Merritt Circle .553% 5140 Abercrombie 5813 Northwood 5425 Highwood Lot Area -}6;$99 SF 111 131 �- i 8,,999 SF 117,01-5 11,62 ? SF 11,411.E "Z1,204 SF 21, 5'4- =5 24,$i 8 SF zl;U9 Lot Size Value 2003 2004 120xl40 $162,000 $194,400 120x150 $2-1369 Iqq'"D 82x151 6 14 9,40& 74x147 12-q, 4W 130x171 137,209 117x170 MOO Ob 0 150x190 -$46,099 125x171 1'10,'4 -a0 I q q, 200 IA�,g &0 200,'4 OD 20+' U0 My taxable market value payable in 2004 is $269,000. Based on the current outdated condition of my house it would not sell for over a quarter of a million dollars, unless there was substantial updating and remodeling (see supporting attachment of estimated improvements and repairs). The discrepancy of land versus building valuation, which resulted in a 398.5% increase and the comparable documentation bring me to this position of appeal. I thank you for your consideration of this appeal and review of the information presented to the Board. Sincerely, John J. Carlson S 50 9 X36 Merritt Circle Edina, MN 55436 C A :9- *Q HENNEPIN COUNTY 2003 BOARD OF APPEAL AND EQUALIZATION APPOINTMENT NUMBER: APPOINTMENT DATE: APPOINTMENT TIME: PROPERTY OWNER: (BY: JJC) Mailing Address: Phone: (Scheduled on 6/6/03) PROPERTY ADDRESS: MUNICIPALITY: PID: PROPERTY TYPE: LAND MARKET VALUE H -16 June 16, 2003 2:45 PM John J.. Carlson 5509 Merritt Circle, Edina, MN 55436 -2025 (952)920 -4694 5509 Merritt Circle Edina 32 117 2112 0047 R STRUCTURE MARKET VALUE TOTAL MARKET VALUE LAND MARKET VALUE STRUCTURE MARKET VALUE TOTAL MARKET VALUE MOTION: MOTION: kSSESSMENT HISTORY: 20 0 Total Market Value $ �s REVIEW APPRAISAL ASSESSOR'S RECOMMENDATION $� VALUE PRIOR TO VALUE AFTER LOCAL BOARD LOCAL BOARD F : id $ /L�. 000 Job, $ SECOND: SECOND: c-f01 aJB. �I� $ $ $ I- DECISION OF COUNTY BOARD -171CQ C i Ed4ta.... Aae4 y w sr�f�Depa*tmz+rit ovoor& of Appea-b an& oe v VA Apn'll 12, 2004 City of Edina DATE: April 12, 2004 TO: Honorable Mayor and Council FROM: Robert C. Wilson, City Assessor The 2004 Board of Appeal and Equalization is scheduled for April 12, 2004 at 5:30 P.M. This Assessment Report was prepared to provide information about the 2004 Edina Assessment and your responsibilities as a part of the Local Board of Appeal and Equalization. Some of the information is for background or general information purposes, but some is important to help you in your responsibilities. At a minimum, please read the following sections: 1. Board of Appeal and Equalization Rules and Procedures (p.3) 2. Authority of the Local Board of Appeal and Equalization (p.5) 3. Edina 2004 Assessment Summary (p.7) The Edina Assessing Department consists of Liz Lopez, Assessing Technician; Mitzi Wicklund, Assessing Technician: Diane Koole, Appraiser; Bev Moos, Appraiser; Rick Nelson, Appraiser; and Robert Wilson, City Assessor The mass appraisal system depends upon an effective opportunity for appeals by individual property owners. Edina's assessment procedures provide this opportunity through inquires to, and reviews by, the assessing staff, and formal appeals to the Local Board of Appeal and Equalization. At the April 12 meeting, the Board members will hear testimony from property owners and assessing staff. No decisions will be made during the initial meeting. The Board will reconvene on April 26, to make their final decisions on the appeals. Real estate taxes continue to bear a larger burden of the costs of government. The Local Board of Appeal and Equalization is an important step in maintaining an equitable tax system. City Hall (952) 927 -8861 4801 WEST 50TH STREET FAX (952) 826 -0390 EDINA, MINNESOTA 55424 -1394 TDD (952) 826 -0379 TABLE OF CONTENTS BOARD OF APPEAL AND EQUALIZATION - GENERAL 1. Letter of Transmittal ..................................................... ............................... 1 2. Board of Appeal and Equalization Rules and Procedures ... ............................... 3 3. Authority of the Local Board of Appeal and Equalization ..... ............................... 5 ASSESSMENT /APPRAISAL INFORMATION 4. Edina 2004 Assessment Summary ................................ ............................... 7 5. Sample Real Estate Valuation Notice ............................. ............................... 9 6. Estimating Market Values ................................................ ............................... 11 7. Historical Changes in Market Value ................................ ............................... 14 S. Residential Assessment ............................................... ............................... 19 9. Apartment and Commercial /Industrial Assessment ............ ............................... 26 10. 2004 Assessment Calendar .......................................... ............................... 28 PROPERTY TAX INFORMATION 12. Simplified Chart of Property Tax Process ........................ ............................... 29 13. Property Tax Refunds and Programs .............................. ............................... 30 14. Statutory Requirements ............................................... ............................... 31 15. Limited Market Value .................................................. ............................... 32 16. This Old House .......................................................... ............................... 34 19. Property Tax 101 ........................................................ ............................... 35 MISCELLANEOUS INFORMATION 18. Newspaper Articles ..................................................... ............................... 39 Citv of Edina BOARD OF APPEAL AND EQUALIZATION RULES AND PROCEDURES I. 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. H. 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. (t) 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 3 information to support the estimated market value or classification assigned by the Assessor. (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) day from the commencement of the Board of Review. m. CONFLICTS: EX PARTE COM 1MCATIONS. (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. 4 AUTHORITY OF THE LOCAL BOARD OF APPEAL AND EQUALIZATION Assessments of property are made to provide the means for the measuring of the relative share of each taxpayer in the meeting of the costs of local government. It is the duty of the assessor to assess all real and personal property except that which is exempt or taxable under some special method of taxation. If the burden of local government is to be fairly and justly shared among the owners of all property of value, it is necessary that all taxable property be listed on the tax rolls and that all assessments be made accurately. Whenever any property that should be assessed is omitted from the tax rolls, an unfair burden falls upon the owners of all property that has been assessed. If any property is undervalued in relation to the other property on the assessment record, the owners of the other property are called upon automatically to assume part of the tax burden that should be borne by the undervalued property. Fairness and justice in property taxation demands both completeness and equality in assessment. Minnesota Statutes Section 274.01 provides that the council of each city shall be or appoint a board of appeal and equalization. The provisions of Section 274.01 and this regulation apply to all boards of appeal and equalization. Section 274.01 states the county assessor shall fix a date for each board of appeal to meet for the purpose of reviewing the assessment of property in its respective town or city. The county assessor is required to serve written notice to the clerk of each of such bodies on or before April 1 of each year. These meetings are required to be held between April 1 and May 31 and the clerk of the board of appeal and equalization is required to give published and posted notice at least ten days before the date set for the first meeting. The board of appeal of any city, unless the commissioner of revenue approves a longer period, must complete its work and adjourn within 20 days from the time of convening specified in the notice of the clerk. No action taken subsequent to such date shall be valid. A request for additional time in order to complete the work of the board of appeal must be addressed to the commissioner of revenue in writing. The commissioner's approval is necessary to legalize any procedure subsequent to the expiration of the 20 -day period. The commissioner of revenue will not, however, extend the time for local boards of appeal to meet past the time county boards of appeal and equalization convene in June. The authority of the local board extends over the individual assessments of real and personal property. The board does not have the power to increase or decrease by percentage all of the assessments in the district of a given class of property. Changes in aggregate assessments by classes are made by the county board of appeal and equalization. Although the local board of appeal has the authority to increase or reduce individual assessments, the total of such adjustments must not reduce the aggregate assessment made by the assessor by more than one percent of said aggregate assessment. If the total of such adjustments does lower the aggregate assessment made by the assessor by more than one percent, none of the adjustments will be allowed. This limitation does not apply, however, to the correction of clerical errors or to the removal of duplicate assessments. The local board of appeal does not 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 taxpayer may appear before a board to protest an assessment that was made the previous year. The board should explain tactfully that it has no authority to consider such matters and that after taxes have been extended, adjustment can be made only by the process of abatement or by legal action. In reviewing the individual assessments, the board may find instances of under valuation. Before the board can raise the market value of property, it must notify the owner. The law does not 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 local board of appeal meetings assures a property owner an opportunity to contest any other matter relating to the taxability of his property. The board is required to review the matter and make any corrections that it deems just. When a local board of appeal convenes, it is necessary that a majority of the members be in attendance in order that any valid action may be taken. The local assessor is required by law to be present with his assessment books and papers. He is required also to take part in the proceedings but has no vote. In addition to the local assessor, the county assessor or one of his assistants is required to attend. The board should proceed immediately to review the assessments of property. The board should ask the local assessor and county assessor to present any tables that have been prepared, making comparisons of the current assessments in the district. The county assessor is required to have maps and tables relating particularly to land values for the guidance of boards of review. Comparisons should be presented of assessments of types of property with previous years and with other assessment districts in the same county. It is the primary duty of each board of appeal to examine the assessment record to see that all taxable property in the assessment district has been properly placed upon the list and valued by the assessor. In case if any property, either real or personal, has been omitted, the board has the duty of making the assessment. The board should consider the complaints and objections of persons who feel aggrieved with any assessments for the current year very carefully. Such assessments must be reviewed in detail and the board has the authority to make corrections it deems to be just. The board may adjourn from day to day until all cases have been heard. If complaints are received after the adjournment of the board of appeal, these shall be heard and determined by the county board of appeal and equalization. A non - resident may file written objections to his assessment with the county assessor prior to the meeting of the board for consideration while it is in session. Before adjourning, the board of appeal should cause the official proceedings to be prepared. The law requires that the proceedings be listed on a separate form, which is appended to the assessment book. The assessments of omitted property must be listed in detail and all assessments that have been increased or decreased should be shown as prescribed in the form. After the proceedings have been completed, the record should be signed and dated by the members of the board of appeal. It is the duty of the county assessor to enter changes by boards of appeal in the assessment book of each district. The local board of appeal and equalization has the opportunity of making a great contribution to the equality of all assessments of property in a district. No other agency in the assessment process has the knowledge of the property within a district than is possessed jointly by the individual members of a board of appeal The county or state board of equalization cannot give the detailed attention to individual assessments that is possible in the session of the local board. It is a well considered opinion that the most important single duty placed by law upon the governing body of a municipality is the serving as the board of appeal of assessments. The faithful performance of duty of the board of appeal will make a direct contribution to the attainment of equality in meeting the costs of providing the essential services of local government. In conclusion, the Board of Appeal and Equalization is charged to deal with the appeals of property owners regarding: 1) Whether or not the property is classified in accordance with state law (generally not contested by property owners). 2) Whether or not the valuation of the property is equalized with similar properties. All valuations and property tax data are public information and property owners are able to compare their valuation with any other property. EDINA 2004 ASSESSMENT SUMMARY The 2004 property assessment has been completed, and pr?Rerty owners received a Notice of Estimated Market Value the week of March 8 The 2004 property assessment applies to property taxes payable in 2005. Key points of the 2004 property assessment include: • The total estimated market value for Edina is $8.07 billion, an increase of $585 million, or 7.8 %, over the $7.48 billion total in 2003. Approximately 81 % of the market value comes from residential properties, while 19% comes from commercial, industrial, and apartment properties. • For 2004, most residential properties received statistical adjustments of 6 to 15 %. These adjustments are based on the specific characteristics of the property, its location, and comparisons to actual selling prices. This approach results in similar market value adjustments for like properties throughout the city. • Comparisons with other cities for 2004 indicate most of the southwestern suburban cities are adjusting residential properties by 7% to 11%. With an overall estimated average of 9 %, these comparisons show that Edina's adjustments are consistent with those of most neighboring communities. • The accuracy and equity of the property assessment are evaluated through two statistical measures: the sales ratio and the coefficient of dispersion. The sales ratio is the assessor's estimated market value divided by the actual selling price. For 2004, Edina's overall sales ratio is 96.0 %, indicating a very accurate assessment. The coefficient of dispersion measures how far the assessor's market values deviate from the median. For 2004, it is 6.4, demonstrating an equitable assessment. • For 2004, most apartment properties were increased by 6% on average, and industrial properties increased 0.2 %. Overall, commercial properties received a negative adjustment of 0.4 %. This downward adjustment reflects the continued soft market for office properties. The appeals process is an important part of the annual property assessment. Residents having questions about their 2004 Notice of Estimated Market Value are urged to contact the Assessing Office. This allows staff to discuss the property characteristics and, where needed, conduct an on -site review. Property owners may appeal the market value set by the Assessing Office to the Local Board of Appeal and Equalization, which meets on April 12, 2004. The decision of the Local Board may be appealed to the Hennepin County Board of Appeal and Equalization, which meets on June 14, 2004. Property owners may also appeal their valuation directly to the Minnesota Tax Court. N. City of Edina, Minnesota 4601 West Se Street • Edina, MN 55424 -1394 ■ (952) 826 -0365 • FAX: (952) 826 -0390 • TTY: (952) 826 -0379 2004 Notice of Valuation and Classification For taxes payable In 2005 — This is NOT a bill Property Identification Number. Property Location: JANUARY 2, 2004 EDINA MN 55439 -2128 The values indicated are for the January 2, 2004, Assessment for taxes payable in 2005. The prior data has been included for comparison purposes. Property Classification: Estimated Market Value: Limited Market Value: Value of New Improvements: This Old House Exclusion: 2003 for 2004 Taxes COMMERCIAL PREFERRED $527,600 $527,600 2004 for 2005 Taxes COMMERCIAL PREFERRED $712,900 $712,900 Taxable Market Value: $527,600 $712,900 Est. Market Value Deferred: 1— Call Local Assessor It you oeireve the 2004 estima[ea manwt value anmor aassnic Mn of tnis property has been determined incorrectly, you have the right to make an appeal. Inquiries concerning valuation or property class 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 2 — Boards of Appeal and Stop Oil -CME aredina Mara of Appeal and oa 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 5:30 PM, on Monday, April 12, 2004, in the Council Chambers, City Hall, 4801 West 50°i Street, Edina, MN 55424. If you wish to make an anneal before the local board —an aonlication Is 8teo 82 - r�in�County Board AQO�aI and Eaua�lfon . The County Board of Appeal and Equalization begins on June 14, 2004, at the Hennepin County Government Center, 300 South Sixth St., Minneapolis, MN 55487.. Application is required no later than June 7, 2004. To appear befow the Conn 3 — Minnesota Tax Court For more information, contact: MN Tax Court, 25 Reverend Dr. Martin Luther King Jr. Blvd., Room 245, St. Paul, MN 55115 Phone: 851 - 296.2808 [TTY Relay (800) 827 -3529 Teletype] Web site: www.taxcourt.state.mmus E -mail: info(Mtaxcourt.state.mn.us i o e City of Edina u ) 4801 West 50"' Street •^ Edina, MN 55424 -1394 IMPORTANT: Property Tax Information Valuation Notice EDINA MN 55439428 - -__ I1I1I8 011ie 1I11I11II1I1 IMPORTANT INFORMATION AND DEFINITIONS PRESORTED FIRST -CLASS MAIL U.S. POSTAGE PAI MINNEAPOLIS, MN PERMIT NO- 3395 This notice is to inform you of the market value and classification of your property for assessment year 2004. The property taxes you will pay in 2005 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 of 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 2003 and 2004 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.lal Limits how much the taxable value of certain properties can increase. With the eocception of new improvements, the value is limited to the grater of 1) 15 percent increase over last year's limited value or 2) 25 percent of the difference between this years estimated value and last years limited value. This only applies to agricultural, residential, timberland, or noncommercial seasonal recreational residential (cabin) property. Value of New Improvements This lathow assaors estimate of the value of new or omitted improvements you have madeto your property. These im y are not eligible for limited market value. Pr This Old House Exclusion (M.S. 273,11, 8ubd 16) Applies only to homestead property 45 years of age orolder 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 Assessors 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 2004 value, along with the class rate and the budgets of your local government, will determine how much you will pay in taxes in 2005. 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 at this k%W value by looking at what comparable agricultural or open space land is selling for In areas where there is not development pressure. The term on the higher value are defamed 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 phase4n period, the lot will be assessed at full market value in the need assessment Commercial/lndustrial PropeRv IM.8 273.13, Subd 241 Each parcel of commercial and industrial property has a reduced, 'preferred' class rate on the first tier of market value ($150,000) and anon- 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. 7 / ESTIMATING MARKET VALUES The purpose of the assessment process is to make an accurate estimate of the market value of each parcel of property, every year. Doing so requires current information about the properties being assessed, and about the local real estate market. The Edina Assessing Office maintains a record of every property in the City, including its size, location, physical characteristics, and condition. This record is updated whenever new information becomes available — as the result of the five -year reappraisal, or when improvements are made to the property, or when the property owner requests a physical review. This information is computerized, allowing statistical comparisons of properties by type and location. It is important to know that assessors must of necessity use a mass appraisal process for valuing residential property, and the mass appraisal process is different from the individual appraisal system used by banks, mortgage companies and others. The mass appraisal system used in Edina involves the comparison of properties with actual residential market sales from the same neighborhood and throughout the city. New houses, additions, and remodeling are valued based on their individual characteristics and the current costs of construction. Having the local assessment system operate effectively requires as much information about the local real estate market as possible. The Assessing Office makes a record of all property sales, using the Certificate of Real Estate Value (or CRV) filed at Hennepin County for each property sale. This information is augmented with regular sales information obtained from the Multiple Listing Service (MLS) and other sources. The Assessing staff also examines multiple sales — properties that have sold more than once over a period of a few years. After taking into account any physical changes that may have occurred, the Assessor is able to determine what is happening to the real estate market over that period of time. In all cases, the sales information collected by the Assessing Office 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 data- base for the statistical comparisons necessary to make the property assessment. 11 The accuracy of the Assessing Department's estimated market values is measured by the sales ratio, which is simply the Assessor's estimated market value divided by the actual selling price. For example, a house having its estimated market value assessed at $180,000 and an actual selling price of $200,000 gives a sales ratio of 90.0. For cities in Hennepin County, the accepted range for the median sales ratio measurement is 90 to 105. In other words, the median (or midpoint) of the sales ratios for all properties sold should fall within 90 to 105. 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. Therefore, the acceptable range is 90 to 105, with a target of 95.0. Edina's 2004 assessment results in a sales ratio of 96.0. MEDIAN 100 95 97.5 102.5 105 HALF THE VALUES ARE OVER 100% SALES RATIO: 12 MEDIAN 95.0 90 92.5 97.5 100 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. Edina's 2004 assessment reflects a coefficient of dispersion of 6.4. COEFFICIENT OF DISPERSION: MEDIAN 95.0 VALUES ARE DISPERSED FROM MEDIAN (HIGH COEFFICIENT) MEDIAN 95.0 VALUES ARE GROUPED CLOSE TO MEDIAN (LOW COEFFICIENT) Historical sales ratios and coefficients of dispersion are as follows: 13 '1998,, 1099 . -' 2000' 2001 2002= ., 2003 2004 SALES.-,," - :: } °93.8 -`93 6 951 95.0 ' 96:1 96:0_1 RAT-10- . _ COD 8.3 64 13 The review process is a key aspect of the mass appraisal system. Because some properties receive statistic -based adjustments to market value, the review allows the assessing staff the opportunity to individually examine certain properties. Where there is evidence a property has been overvalued or valued inequitably, its market value can be readjusted to an appropriate amount. A property owner who is not satisfied with the assessing staffs review may make an appeal to the Local Board of Appeal and Equalization, which meets on April 12, or make an appeal directly to state tax court. HISTORICAL CHANGES IN MARKET VALUE Edina has typically experienced steady growth in the market value of real property in the community since the mid 1990's. This has occurred through the construction of new single - family, multi - family and commercial properties as well as the appreciation of existing properties. Edina experienced 5.5% growth in 1998, 8.4% growth in 1999, 11.4 % growth in 2000, 14.2% growth in 2001, 13.7% growth in 2002, 5.8% growth in 2003 and 7.8% growth in 2004. The first chart shows the amount of market value change from year to year, and the proportions of the change attributable to new construction and appreciation. As indicated, the city's total market value shows continuing increases for the 2004 assessment. Also enclosed are charts that illustrate total 2003 and 2004 market values divided among major property classes. Residential property represents 81% of the total market value, with commercial /industrial and apartments comprising the remaining 19 %. The third graph compares tax capacity by property class. Although residential property accounts for 81 % of market value, the property tax is based on tax capacity, and for 2004, residential property is 70% of the total tax capacity. Commercial and industrial properties make up 19% of market value and approximately 30% of total tax capacity. The last graph compares the changes in total market value and total tax capacity for the city, over the past seven years. It is interesting to note that while the total market value has steadily increased from about 4 billion in 1997 to over 8 billion in 2004, the total tax capacity has increased less than 5 percent. In 1997 the total tax capacity was 87 million, for 2004 the total is 91 million. This is primarily due to legislative changes made in 1997, 1998 and 2001 that reduced the tax capacity rates for most classes of property. Also, state law has provided a limited market value for most residential property since 1994. 14 CITY OF EDINA Market Value Growth 997 -2004 YEAR MARKET VALUE NEW CONSTRUCTION VALUE INCREASE TOTAL GROWTH 1997 $4525751925500 0.8% 4.1% 4.9% 1998 $45526,8625400 1.1 % 4.4% 5.5% 1999 $4590458695300 1.5% 6.9% 8.4% 2000 $5545758025200 1.5% 9.9% 11.4% 2001 $652309194,800 1.4% 12.8% 14.2% 2002 $7,081,684,800 0.7% 13.0% 13.7% 2003 $7,48799069000 1.0% 4.8% 5.8% 2004 $8,073,1989900 1.0% 6.8% 7.8% 15 CITY OF EDINA Market Values by Property Class 2003 (16 %) Commercial /Industrial $1,201 $286 Apts. (4 %) $5,999 Residential (80 %) 2003 Total Value: $7,487 Million 2004 (15 %) Commercial /Industrial $1,210 $298 Apts. (4 %) $6,563 Residential (81%) 2004 Total Value: $8,073 Million Values in Millions of Dollars 16 w a ca U X c� 0 0 m c m L d a CITY OF EDINA Tax Capacity by Property Class 1997 -2004 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% 1997 1998 1999 2000 2001 2002 Assessment Year 17 2003 C= ■ Residential ■Comm /Ind 13 Apts CITY OF EDINA Total Market Value 1997 -2004 $9,000 $8,000 $7,000 $6,000 0 $5,000 $4,000 $3,000 $2,000 $1,000 $0 1997 1998 1999 2000 2001 2002 2003 2004 Assessment Year 18 CITY OF EDINA Total Tax Capacity 1997 -2004 $120 $100 $80 o $60 E $40 $20 $0 1997 1998 1999 2000 2001 2002 2003 2004 Assessment Year RESIDENTIAL ASSESSMENT For the 2004 assessment, 506 residential sales which occurred between October 2002 and September 2003 were analyzed both for market trends as well as the assessment ratio (assessor's value divided by sale price) on the sales. The following districts received increases based on an analysis of sales within each district and throughout the City. The enclosed charts illustrate the following: Edina Single- Family Residential Sales 1999 -2003 — which indicates the median and mean sales price for the last four years 2. District Map —which shows Edina's 42 geographic districts 3. 2004 Assessment by District —which includes a sales analysis by district and overall increase in 2004 estimated market value 4. Sales by Housing Type- which shows Edina's sales stratified by style of home 5. Sales by Sales Price- shows sales in Edina by price range EDINA SINGLE - FAMILY RESIDENTIAL SALES BY CALENDAR YEAR YEAR MEDIAN AVERAGE # OF SALES 1999 $240,000 $305,700 778 2000 $270,000 $340,000 755 2001 $299,000 $376,000 692 2002 $330,000 $432,000 760 2003 $360,000 $508,700 569 The median sale price (the point where half the homes sell for more and half for less) for single- family homes that sold in 2003 is $360,000. This is an increase of 9.09% from the median sale price in 2002 of $330,000. 19 Residential Parcels by District 6, BJ, D, DJ, LL, LR, P, R, RL, RM, S NW District! = Non -Resid District 21 - 22 - 23 - 24 - 25 30 - 31 - 32 - 33 - 34 35 36 37 - 42 S Districts L_ I Non - Residen District 0 10 - 15 16 - 17 - 16 - 19 _ 20 - 26 27 28 29 38 O 39 - 40 _ 41 NE Districts Non - Residential District - 01 02 - 03 04 - 05 06 - 07 - 08 - 09 10 11 12 13 14 City of Edina Assessing Department 20 O: Users \Assessing\Projects\Residential Parcels By District\District 21 2004 ASSESSMENT T- -T- a U T saies AREA # PARCEL # SALES to # Parcel RATIC C/D lNC 15.7 0.8 9.5 0.0 6.0 14.2 2.1 13.1 15.9 _9.1 19.0 4.8 9.8 5.8 7.5 7.5 10.5 15.5 2.5 7.5 13.7 12.3 0 .10 9.4 6.5 8 to if 7.5 3.5 5.6 11.6 13.9 15.3 12 6.2 20 8.8 SR 6.5 6.6 0 to 12 19.41 SALES END RAT C/D 1 Mornin side 695 21 3.0% 83.8 95.1 88.0 96.1 91.8 83.8 95.8 85.6 82.9 89.4 80.5 91.4 87.9 90.8 81.6 87.7 86 78.3 94.2 87.6 84 85.4 0 86 88.1 91.9 0 90.4 92.4 90.9 85.9 82 85.1 85.6 94 82.1 88.6 98.7 86 89.6 46.3 0 1 7.7 20 95.8 5.9 2 White Oaks 134 6 4.5% 4.3 6 95.4 1.8 3 Country Club 563 23 4.1% 7.0 26 96.0 6.3 4 1 Sunn sloe 73 2 1 2.7% 30.2 2 97.4 1.1 5 Indianola/Juanita 135 4 3.0% 4.9 4 96.0 4.4 6 Brucewood 109 4 3.7% 11.6 5 90.0 6.8 7 Golf Ter 93 3 3.2% 1.9 2 95.2 3.1 8 N 58th Sher /So Har P 626 18 2.9% 8.2 22 96.3 7.0 9 Woodland/Woodcrest 116 3 2.6% 4.1 3 95.9 4.1 10 E France No 60th 830 37 4.5% 5.2 37 97.0 5.0 11 E France Sp 60th 286 4 1.4% 10.3 4 96.0 4.7 12 Halifax/Grimes 127 8 6.3% 5.1 10 94.9 4.3 13 S 58th Fairfax Area 400 18 4.5% 7.0 19 97.0 4.2 14 So. Jr High/Concord 471 17 3.6% 6.3 18 95.2 5.6 15 1 Parnell/Ryan 84 3 3.6% 3.9 3 92.7 1 3.5 16 Lake Cornelia 519 23 4.4% 7.9 21 95.7 1 6.8 17 Oscar Roberts 141 4 2.8% 15.4 5 91.9 10.6 18 So 70th /Lake Edina 532 11 2.1% 8.1 11 93.3 7.5 19 Brookview Hts 423 18 4.3% 10 17 96.2 9 20 Wilryan So Xtown 239 14 5.9% 8.9 13 92.5 8.6 21 Richmond /Birchcrest 834 40 4.8% 10 37 95.3 3.4 22 Brookside 440 25 0.0% 8.1 24 96.1 4.9 23 Rolling Green 85 2 0.0% 0 0 95.3 0 24 Highland 524 25 0.0% 11.7 23 95.9 3.4 25 Countryside 645 20 0.0% 7.9 20 96.1 4.1 26 Creek Valle /Limerick 723 30 4.1% 8.4 31 95.9 7.1 27 Antrim /Dublin 53 0 0.0% 0 0 0 0 28 Kemmrich /Shannon 272 16 5.9% 14.4 19 94.5 10.8 29 Dewey Hill 103 8 7.8% 8.2 7 94.7 5.3 30 Mendelssohn 228 10 4.4% 8.2 10 95.9 2.5 31 M Is Heights 278 24 8.7% 9.7 23 96.3 3.3 32 W Kenneth 9 1 10.0% 0 1 95.9 0 33 Malibu 32 2 6.3% 11.5 2 100.3 1 5.9 34 Park Knolls New 281 11 3.4% 10.2 10 96.1 6.7 35 Park Knolls Older 171 6 3.6% 10.9 5 96.4 3.5 36 Park Knolls Middle 160 7 4.3% 12.7 7 95.7 3.7 37 Artic Wa !Tamarac 196 1 9 3.6% 4.4 8 96.2 2.2 38 Indian Hills 267 9 3.4% 10.7 7 99.2 4.2 39 Sioux Tr 202 11 5.4% 7 11 94.3 7 40 Braemar 209 14 6.7% 7.7 13 95.4 7.1 41 Glasgow 19 1 5.3% 0 0 0 0 42 1 Hilldale 78 1 0 1 0.0% 1 0 1 0 0 0 RES CITY WIDE 505 RES LAKE/CREEK 33 88.3 9.3 506 95.9 5.5 9.2 33 96.7 6.8 8891 21 City of Edina Sales by Housing Type .Housing Type Number of Sales Sales Ratio Coefficient of Dispersion 2003 2004 2003 2004 2003 2004 Rambler 236 252 95.2 95.7 7.7 5.2 1 '/4 Story 10 16 91.8 96.6 7.5 4.4 1 % Story 30 49 .94.2 97.2 4.9 4.6 1 % Story 19 18 93.5 97.2 9.4 6.0 2 Story 122 111 96.2 96.0 8.0 6.0 Split Entry 25 29 97.4 94.8 12.0 5.8 Split Level 39 36 99.0 95.2 6.8 6.5 6aies study period October- September for each year PA City of Edina Sales by Sales Price Sales No. of Sales Sales Ratio Co. of Dispersion Price 2003 2004 2003 2004 2003 2004 Less than 0 0 0 0 0 0 $99,000 $1009000 to 29 18 97.5 100.6 11.0 3.6 $199,900 $200,000 to 161 165 96.4 96.3 7.9 4.7 $299,900 $300,000 to 116 118 95.0 95.5 7.8 5.8 $399,900 $400,000 to 69 72 94.7 95.4 7.7 5.6 $499,900 $500,000 to 28 43 95.6 95.7 6.1 6.2 $599,900 $600,000 to 36 45 94.1 96.6 7.7 5.7 $799,900 $800,000 to 25 22 94.2 94.0 6.9 4.6 $999,900 Greater than 15 28 94.0 95.2 6.0 5.9 $1M saies study period Uctober- September for each year 23 COMPARISONS WITH OTHER CITIES The Assessing Department has contacted other southwest suburban communities to determine the overall adjustment they have made to the market values of existing residential properties for their 2004 assessment. These amounts do not include increases in value due to new construction. The reported adjustments are as follows: CITY 2000 PERCENT INCREASE 2001 PERCENT INCREASE 2002 PERCENT INCREASE 2003 PERCENT INCREASE 2004 PERCENT INCREASE Bloomington 11.0 12.8 12.9 9.0 8.4 Eden Prairie 9.0 11.9 10.4 10.3 7.2 Edina 13.5 15.8 15.5 8.5 8.9 Hopkins 9.4 12.9 14.5 11.3 11.1 Maple Grove 10.0 11.5 13.0 9.5 10.3 Minnetonka 9.7 11.8 10.1 10.5 8.3 Plymouth 11.0 13.8 11.0 9.0 9.8 St. Louis Park 10.5 14.2 14.7 12.0 10.3 As shown, Edina has market value adjustments for 2004 that are consistent with other municipalities in western Hennepin County. Also of interest is a comparison of city sales ratios as calculated by the Hennepin County Assessor's Office. The significance of these ratios, shown on the following page, is their measurement of the equality or fairness of the assessments made by all Hennepin County communities. As shown, there is little variation among the ratios, which indicates an equitable level of assessment among the cities. 24 25 03/12/04 MUNICIPALITY #SALES % MEDIAN MEAN COD MUNICIPALITY #SALES % MEDIAN MEAN COD BLOOMINGTON 938 4.41% 95.5% 96.3% 6.7 MEDINA 46 3.51% 96.1% 101.2% 10.7 BROOKLYN CENTER 441 6.05% 97.0% 97.5% 5.8 MINNEAPOLIS 0 0.00% 0.0% 0.0% 0.0 BROOKLYN PARK 1016 6.63% 94.7% 95.0% 5.6 MINNETONKA 524 4.06% 95.9% 96.3% 5.9 CHAMPLIN 385 6.07% 96.3% 95.8% 4.6 MINNETONKA BEACH 11 4.82% 95.2% 95.6% 6.8 CORCORAN 43 2.79% 95.2% 95.0% 7.2 MINNETRISTA 63 3.94% 95.4% 93.9% 5.9 CRYSTAL 412 5.64% 95.3% 96.2% 6.8 MOUND 195 6.00% 95.5% 95.9% 9.0 DAYTON 35 2.72% 96.1% 96.9% 6.4 NEW HOPE 232 5.09% 95.5% 95.8% 5.7 DEEPHAVEN 59 4.24% 95.7% 95.8% 5.1 ORONO 131 4.51% 96.0% 97.5% 9.5 EDEN PRAIRIE 684 5.58% 95.9% 95.6% 5.2 OSSEO 27 4.49% 97.0% 95.5% 7.4 EDINA 535 4.27% 96.0% 96.7% 6.4 PLYMOUTH 766 5.07% 96.5% 96.1% 5.9 EXCELSIOR 15 3.13% 96.3% 98.90.5 5.6 RICHFIELD 533 5.41% 94.9% 95.8% 5.3 GOLDEN VALLEY 289 4.62% 94.9% 95.7% 7.9 ROBBINSDALE 284 6.61% 95.1% 95.9% 3.2 GREENFIELD 30 4.13% 95.4% 95.7% 6.9 ROCKFORD 0 0.00% 0.0% 0.0% 0.0 GREENWOOD 15 5.21% 95.5% 96.1% 3.8 ROGERS 86 4.91% 96.0% 97.5% 5.6 HANOVER 2 1.57% 96.1% 96.1% 2.9 STANTHONY 71 4.11% 94.8% 94.7% 6.4 HASSAN 23 3.00% 95.0% 95.6% 5.1 ST BONIFACIUS 48 7.11% 95.0% 94.5% 4.3 HOPKINS 137 5.86% 95.1% 95.8% 5.8 ST LOUIS PARK 742 6.45% 96.0% 96.6% 6.2 INDEPENDENCE 34 3.11% 95.6% 96.4% 7.5 SHOREWOOD 96 4.24% 97.1% 98.0% 7.9 LONG LAKE 29 5.77% 96.4% 93.4% 4.5 SPRING PARK 6 3.00% 95.1% 94.8% 3.0 LORETTO 8 4.28% 95.5% 97.8% 6.9 TONKA BAY 28 4.57% 96.9% 95.4% 6.9 MAPLE GROVE 697 5.08% 95.8% 96.5% 5.1 WAYZATA 36 4.09% 95.4% 93.8% 8.3 MAPLE PLAIN 18 3.50% 96.5% 98.9% 5.0 WOODLAND 3 1.60% 95.4% 96.1% 2.9 MEDICINE LAKE 8 6.50% 95.1% 96.5% 10.5 SUBURBAN HENNEPIN- 9,781 0.00% 95.7% 96.1% 6.0 'PROPERTY TYPES: B,BJ,D,DJ,P,R,RL " EMV / 10-2 THRU 9-1 SALES -TOTAL FIGURES (EXCEPT SALES) ARE WEIGHTED MUNIC AVERAGES 25 APARTMENT AND COMMERCIAUINDUSTRIAL ASSESSMENT The assessment for apartment, commercial, and industrial properties is subject to the same general standard as the residential property assessment. That is, there is a target sales ratio of 90 — 105% set for commercial properties (including apartments and industrial property). A significant difficulty encountered with local sales ratio studies for commercial /industrial and apartment property is there are usually relatively few property sales. For example, although there are 379 commercial /industrial parcels in the city, Edina typically has fewer than 10 commercial /industrial property sales in any single year. In order to avoid this difficulty, countywide samples of comparable commercial property sales are used to help determine appropriate adjustment of market values. These studies show the following results: COMM ERICAUIN DUSTRIAL Jurisdiction Assessment Sales Sales Ratio Coefficient of Year Dispersion Edina 2004 10 95.0 12.9 2003 8 106.6 14.2 Hennepin 2004 139 93.8 15.9 County 2003 111 95.2 14.3 APARTMENTS Edina 2004 0 0.0 0.0 2003 1 102.5 0.0 Hennepin 2004 42 89.5 9.8 County 2003 24 86.3 8.9 26 APARTMENT AND COMM ERICIAL/I N DUSTRIAL ASSESSMENT (continued) Recently, the Commercial /Industrial market has been adversely affected by the struggling economy. This is especially true for the office market. Overall vacancy in the southwest suburbs has increased from 15.8% in 2002, to 19.0% in 2003. Increased vacancy is due to the consolidations of Best Buy, ADC Telecommunications, SuperValu, and United Health Group into owned real estate. At the end of 2003, one -third of the office space west of 169 was vacant. The warehouse /industrial market remains flat, with vacancy rates continuing at last year's level of 11%-15%. The only segment of the market that exhibits any strength is retail. The apartment market remains strong, in spite of increasing vacancy rates. From the late 1990's through 2001, the vacancy rates were approximately 1% in the southwest suburbs. This factor allowed landlords to increase rents and the apartment market spiked up to new levels. The current market exhibits mixed signals. Buyers are still very active, even though the bottom line has been affected by increasing vacancy and insurance rates. In addition, there are a lot of new apartments under construction, which adds to the competition to attract renters. 27 -- - 2004 ASSESSMENT CALENDAR DATE ACTION March 1 County Auditor's target date for mailing 2004 property tax statements. April 5 City Assessor's target date for mailing 2004 value notices. April 12 Local Board of Appeal and Equalization. April 26 Reconvened meeting for Local Board of Appeal April 30 Last day for property owners to file State Tax Court petitions regarding the 2003 assessment. June 14 Hennepin County Board of Appeal and Equalization. W SIMPLIFIED CHART OF PROPERTY TAX PROCESS determines what property is taxed, and by what 1 procedures I ASSESSOR lists all taxable prope �jl estimates value of this property 1 sends valuation notices to property owners — rr —.-r - -- I property owners can I lappeal their assessmentl sends final assessment roll to Hennepin Count STATE LEGISLATURE CITY COUNCIL review budgets and L— proposed tax rate — — f - holds truth -in- taxation 1 meetings sets tax levy and sends L - -- to County - - - -� I HENNEPIN COUNTY I pplies tax rate to assessed I values and sends out I_ resultinq tax bills 1 29 rdetermines levy limits I 1 and budget procedures 1 CITY MANAGER ends proposed budget L -- to council - - -J PROPERTY TAX REFUNDS AND PROGRAMS Property Tax Refunds Available The regular property tax refund provides relief to property owners who meet certain guidelines. For 2003, homeowners whose adjusted gross incomes are less than $83,390 and renters less than $44,990 are eligible for the program. Homeowners may receive a refund of up to $1,560; renters are eligible for up to $1,280. The special refund program offers relief to property owners, regardless of income, whose taxes in 2004 go up more than 12 percent and at least $100. The state will refund 60 percent of any amounts paid beyond those limits, up to a maximum of $1,000. For more information on property tax refunds, contact the Minnesota Department of Revenue at (651) 296 -3781 (TTY users, call 711 for MN relay) Senior Citizens Property Tax Deferral This program allows people 65 years of age or older whose household incomes are $60,000 or less, to defer a portion of their homestead property taxes. The deferred tax is a loan from the state. While in this program, you will pay no more than 3 percent of your household income toward your property taxes and the state will pay the rest. You or your heirs will need to repay the deferred amount before you can transfer title of the property. A property may qualify even if there are unpaid special assessments or property taxes, penalties or interest. For more information, call the Department of Revenue at (651) 296 -0335 30 STATUTORY REQUIREMENTS Minnesota law establishes specific requirements for the entire property tax system, including the assessment of property. These requirements have not changed during the past year. The law requires the following: All real property is to be valued at market value, which is defined as the usual or most likely selling price. 2. Property is classified according to State law, and the tax capacity amount is calculated. 3. The tax capacity is multiplied by the tax rate (the total of county, school, city and miscellaneous levies) to determine the amount of property tax. 4. Credits for certain property classifications, such as homestead and agricultural properties, are then subtracted to yield the net tax amount. The annual property assessment focuses on the very first step of this process — establishing an estimated market value for each parcel of property. Market values are assessed locally by the city or township assessor, if there is one, or by the county assessor. The work of the local assessor is monitored by the county assessor, whose work is in turn monitored by the Minnesota Department of Revenue. The monitoring agency is authorized by law to adjust the property assessment to help ensure countywide and statewide equalization of property assessments. As a result, Edina and other Hennepin County cities must regularly report to the County Assessor, who has established the standard that local property assessments reach at least 94.5% of actual market values, with a target ratio of 95.0 %. At times, local assessments have been adjusted by the County Assessor or the State of Minnesota to meet this standard. 31 LIMITED MARKET VALUE State law provides a limited market value for most residential property. This imposes a 15.0% cap on the annual increase in market value from the previous market value, or 25% of the difference between the current market value and the previous taxable value, whichever is greater, excluding improvements. Example #1: 15% is applicable 2003 Market Value: $220,000 2004 Market Value: $260,000 2004 Limited Market Value: $253,000 Example #2: Both factors are the same 2003 Market Value: $220,000 2004 Market Value: $352,000 2004 Limited Market Value: $253,000 Example #3: 25% is applicable 2003 Market Value: $220,000 2004 Market Value: $400,000 2004 Limited Market Value: $265,000 For taxes payable in 2005 (2004 assessment), 12,056 parcels will have a limited market Value, representing 61 % of all residential parcels in the city. The 2001 Legislature extended the Limited Market Value law for five more years. Limited Market Value had been scheduled to expire in payable 2002, so that property would have been taxed at its full market value beginning with taxes payable in 2003. According to the new schedule, all property will be taxed at its full estimated market value beginning with taxes payable in 2008. Assessment year 2002, the increase will not exceed the greater of- 1 ) 10 percent of the value in the preceding assessment, or 2) 15 percent of the difference. 32 Assessment year 2003, the increase will not exceed the greater of: 1) 12 percent of the value in the preceding assessment, or 2) 20 percent of the difference. Assessment year 2004, the increase will not exceed the greater of: 1) . 15 percent of the value in the preceding assessment, or 2) 25 percent of the difference. Assessment year 2005, the increase will not exceed the greater of: 1) 15 percent of the value in the preceding assessment, or 2) 33 percent of the difference. Assessment year 2006, the increase will not exceed the greater of: 1) 15 percent of the value in the preceding assessment, or 2) 50 percent of the difference. 33 Estimated Limited Lost Value Percent Less Total Taxable Assessment Market Value Market Value Due to Lost Qualifying Market Value Year Limited Due to Improvement Market Value Ltd (This Old Market House) Value 2001 $6,230,194,800 $5,794,907,800 $435,287,000 6.99 $6,941,500 $5,787,966,300 2002 $7,081,684,800 $6,335,768,600 $745,916,200 10.53 $7,187,300 $6,328,581,300 2003 $7,487,906,200 $6,917,137,500 $570,768,700 7.62 $7,660,800 $6,909,476,700 2004 48,073,198,900 $7,694,277,600 $378,921,300 4.69 $7,011,100 $7,687,266,500 33 THIS OLD HOUSE Since 1993, State law has provided for a deferral of a portion of the market value added to older homes through new improvements. Since its inception, the "This Old House" law has undergone many revisions. The latest version allowed deferrals for: • 50% of the first $50,000 of improvements to homes over 45 years old. • 100% of the first $50,000 of improvements to homes over 70 years old. • Total market value for the property must have been less than $400,000 at the time the permit was issued. The 2002 Legislature allowed this law to sunset, beginning with the 2003 assessment. For the 2004 assessment, 813 properties have qualifying improvement amounts totaling $7,011,100 that will be deferred. Properties that had previously qualified and received a deferral will remain in the program until their 10- year exemption is complete. The 2004 assessment year is the first year for phasing in the excluded values on properties that were eligible for the This Old House program in 1993. For properties with exclusions over $10,000, the excluded value is phased in over a 5 -year period, at 20% per year. For improvements less than or equal to $10,000, the excluded value is phased back in over 2 years, at 50% per year. For the 2004 assessment, 217 properties were eligible for the first year phase in, resulting in the amount of their exclusion amount for 2004 being adjusted accordingly. 34 League of Minnesota Cities Property Taxation 101 This guide is intended to describe the basics of Minnesota's property tax system. This system collected more than $5.3 billion in 2003 to help fund the services of schools, counties, cities, Townships, and special districts and the state general fund. One of the challenges of trying to understand this system is the complex array of terms involved. As new terms are introduced in this guide, they are shown in italics. A glossary at the end of the guide has short definitions of these terms. Assessment and classification The property tax system is a continuous cycle, but it effectively begins with the estimation of property market values by local assessors. Assessors attempt to determine the approximate selling price of each parcel of property based on the current market conditions. Along with the market value determination, a property class is ascribed to each parcel of property based on the use of the property. For example, property that is owner- occupied as a personal residence is classified as a residential homestead. The "use class" is important because the Minnesota system, in effect, assigns a weight to each class of property. Generally, properties that are associated with income production (e.g. commercial and industrial properties) have a higher classification weight than other properties. The property classification system defines the tax capacity of each parcel as a percentage of each parcel's market value. For example, a $75,000 home which is classified as a residential homestead has a class rate of 1.0 percent and therefore has a tax capacity of $75,000 x .01 or $750. (A sample of the class rates are included in table A.) [parcel market value] * [class rate] _ [parcel tax capacity] The next step in calculating the tax burden for a parcel involves the determination of each local unit of government's property tax levy. The city, county, school district and any special property taxing authorities must establish their levy by December 28 of the year preceding the year in which the levy will be paid by taxpayers. The property tax levy is set after the consideration of all other revenues including state aids such as LGA. [city budget] - [all non - property tax revenues] _ [city levy] For cities within the seven -county Twin Cities metropolitan and on the iron range, the levies are reduced by an amount of property tax revenue derived from the metropolitan and range area fiscal disparities programs (see Fiscal Disparities 101 for more information). Local tag rates Local governments do not directly set a tax rate. Instead, the tax rate is a function of the levy and the total tax base. To compute the local tax rate, a county must determine the total tax capacity to be used for spreading the levies. The total tax capacity is computed by first aggregating the tax capacities of all parcels within the city. Several adjustments to this total must be made because not all tax capacity is available for general tax purposes. The result of this calculation produces taxable tax capacity. Taxable tax capacity is used to determine the local tax rates. [city levy] / [taxable tax capacity] _ [city tax rate] The city tax rate is computed by dividing the city levy (minus the fiscal disparities distribution levy, if applicable) by the taxable tax capacity. Under the current property tax system, the tax rate is expressed as a percentage. For example, the average 2003 city tax capacity rate is approximately 40.97 percent. Dramatic changes to the tax system in 2001 increased the average city rate significantly in 2002. 35 This same calculation is completed for the county based on the county's levy and tax base, the school district and all special taxing authorities. The sum of the tax rates for all taxing authorities that levy against a single property produces the total local tax rate. This total local tax rate is then used to determine the overall tax burden for each parcel of property. Parcel tax calculations The property tax bill for each parcel of property is determined by multiplying the parcel's tax capacity by the total local tax rate. The tax statement for each individual parcel itemizes the taxes for the county, municipality, school district, and any special taxing authorities. [parcel tax capacity] * [total local tax rate] = [tax capacity tax bill] To complicate the tax calculations, voter - approved referenda levies are applied to the market value of each parcel, not tax capacity. As a result, each identically - valued parcel, regardless of the property's use, pays the same amount of referenda taxes (with the exception of certain agricultural and seasonal recreational properties, which are exempted from referenda taxes). In 2003, three counties, 42 cities and 281 school districts levied market value - based levies. These communities must have a separate calculation for a market value referenda levy by the total taxable market value of each community. [parcel market value] * [market value tax rate] _ [market value tax bill] [tax capacity tax bill] + [market value tax bill] _ [total tax bill] State property tax . New to the tax system in 2002 was a state property tax on all commercial, industrial, seasonal recreational, and utility real property. In 2003, this new tax raised $592 million statewide; the proceeds are deposited in the state general fund. Prior to 2002, the state last collected a property tax in 1968. Property tax credits Several tax credits for various types of properties are available in certain instances. These amounts are W subtracted from the overall taxes for each parcel to determine the net tax bill for the individual owner. Minnesota also provides additional property tax relief directly to individual homeowners, cabin owners, and renters through the circuit breaker and the targeting refund programs. Property tag intricacies The technical details of computing property taxes mask many other intricacies of the property tax system. Many communities over the past several years have experienced situations where individual property taxes rise much faster than the increase in the levies that are certified by local units of government. The most common factor which results in an increase in an individual parcel's tax is the change in the parcel's estimated market value. Without any change in local levies, a property owner can experience a tax increase due almost exclusively to any valuation increase. The Legislature frequently changes the classification system. Changes to the classification system can shift property tax burdens from one type of property to another. Table A demonstrates some of the changes the Legislature has made to class rates since 1997. Commercial, industrial, and apartment properties received significant reductions in their class rates. This shifts tax burden to other classes of property that did not receive class rate reductions. In an effort to minimize the effect of these shifts, the legislature reduced school levies across the state and created the Market value Homestead Credit. This credit reduces property taxes for homesteads by 0.4 percent of the homestead's market value up to a maximum $304 dollars. As part of the credit program, the state has reimbursed cities for the amount by which the credits reduce cities' tax receipts. The 2003 Legislature, however, made significant reductions to the program as part of the budget fix. While cities were estimated to receive about $86 million in credit reimbursement in 2003, they will receive only $66 million. Economic factors that may affect broad classes of property can also influence the overall tax changes for individual parcels of property. For example, in the early 1990s the metropolitan area experienced major declines in the valuation for commercial and industrial properties. These valuation declines shifted taxes from property classified as commercial and industrial to all other types of property. Valuation declines also may have accentuated the levy changes by local units of government. A 2002 law change exempted agricultural and cabin property from voter - approved referenda levies. In some jurisdictions where these types of property are a significant part of the tax base, this change shifted taxes onto other classes of property. Legislative changes in state aid programs can also affect the revenue needed to be raised from the property tax. In 2002 the legislature eliminated HACA and increased the other major aid program, LGA, by $140 million. In 2003, the Legislature reduced 2003 LGA by about $120 million and 2004 LGA by about $150 million. Levy limits also impact local levy decisions. For seven of the last Glossary of terms Circuit breaker - A state -paid property tax refund program for homeowners who have property taxes out of proportion with their income. A similar program is also available to renters. Class rates - The percent of market value set by state law that establishes the property's tax capacity subject to the property tax. See Table A for a sample list of class rates. Fiscal disparities programs - Local units of government in the Twin Cities metropolitan area and on the iron range participate in property tax base sharing programs. Under these two programs, a portion of the growth in commercial and industrial property value of each city and township is contributed to a tax base sharing pool. Each city and township then receives a distribution of property value from the pool based on market value and population in each city. Homestead and agricultural credit aid (HACA) - A $200 million property tax relief program that was eliminated in 2001. Local government aid (LGA) - A state government revenue sharing program for cities and townships that is intended to provide an 37 eight years, the state Legislature has imposed strict levy limits on cities over 2,500 population. During the 2003 session, cities that had been previously covered by levy limits lost any unused levy authority. This discussion is only a general overview of the current Minnesota property tax system. Over time, the system has become more complex and difficult for taxpayers to understand. Unfortunately, local officials must frequently explain how the system works and take the blame for the complicated features of the system. Local officials, however, can only control local levy decisions. They have no direct ability to modify the overall structure of the tax system and are at the mercy of the Minnesota Legislature. alternative to the property tax. 2003 LGA is distributed through a formula based on tax base, population, population decline, age of housing and the percent of market value classified as commercial or industrial. A new formula for cities over 2,500 population and an updated formula for cities under 2,500 population will begin to impact city aid amounts in 2004. Local tax rate - The rate used to compute taxes for each parcel of property. Local tax rate is computed by dividing the certified levy (after reduction for fiscal disparities distribution levy and disparity reduction) by the taxable tax capacity. Market value - An assessor's estimate of what property would be worth on the open market if sold. The market value is set on January 2 of the year before taxes are payable. Market value homestead credit - This credit offsets a portion of each homestead's property tax burden equal to .4 percent of the homestead's market value up to a maximum credit of $304. Property class - The classification assigned to each parcel of property based on the use of the property. For example, owner- occupied residential property is classified as homestead. Property tax levy - The tax imposed by a local unit of government. The tax is established on or around December 28 of the year preceding the year the levy will be paid by taxpayers. Targeting refund - a state paid property tax refund for homeowners whose property taxes have increased by more than 12 percent. A similar program is available to cabin owners. Tax capacity - The valuation of property based on market value and statutory class rates. The Table A: Sample Property Class Rates property tax for each parcel is based on its tax capacity. Total tax capacity - The amount computed by first totaling the tax capacities of all parcels of property within a city. Adjustments for fiscal disparities, tax increment and a portion of the powerline value are made to this total since not all tax capacity is available for general tax purposes. Truth in taxation - The "taxation and notification law" which requires local governments to set estimated levies, inform taxpayers about the impacts, and hold a separate hearing to take taxpayer input. Property Class Taxes Taxes Local Taxes State Tax Payable 1997 Payable 2000 Payable 2003 Payable 2003 Residential Homestead: <$76,000' 1.0% 1.0% 1.0% No state tax $76,000 - $500,000 2.0 1.65 1.0 >$500,000 2.0 1.65 1.25 Residential Non - homestead: Single unit: <$76,0001 2.3 1.2 1.0 No state tax $76,000 - $500,000 2.3 1.65 1.0 >$500,000 2.3 1.65 1.25 2 -3 unit buildings 2.3 1.65 1.5 Market -rate Apartments: 3.4 2.4 1.5 No state tax Commercial/Industrial : <$100,0002 3.0 2.4 1.5 1.5 $100,000 - $150,000 4.6 2.4 1.5 1.5 >$150,000 4.6 3.4 2.0 2.0 Seasonal Recreational Residential: <$76,0001 1.75 1.2 1.0 0.4 $76,000 - $500,000 2.5 1.65 1.0 1.0 >$500,000 2.5 1.65 1.25 1.25 'First tier limit was $72,000 for 1997, $76,000 for 2000, and $500,000 for 2002 2First tier limit was $100,000 for 1997, $150,000 thereafter Eric Willette, League of Minnesota Cities - Updated August 21, 2003 38 PAGE H4 • STAR TRIBUNE Homes SATURDAY, JUNE 1.1996 Assessor's valuation and market price not always same but affect each other By Ned osttmn Star Tribune Staff Writer The notice that your local govern. ment has increased the valuation of your home is an invitation to practice what you preach to your children: Remember the virtue of delayed gratification. Rising home values are a two -edged sword; they can mean a It er profit when you sefl but potenUafiy er tax- es in the meantime. la other words, when the assessor comes to the door to look around, remember what your par- ents said: 'Someday you'll thank me for this " Keep in mind that assessors are re- quired by state law to make house valua- tions reflect actual market value. Accura- cy helps everyone, by no more than etr air share of the cost of public services. The tax assessor's .valuation 'of a house is one of the variable$ In a home sale that may be misunderstood. The flat price and the valuation may differ, and, in fact, the price paid will affect future valuations. The assessor's valuation also is taking .on more Importance in the transaction Itself as high -tech mortgage underwrit- -Ing systems begin to rely .less on Inde- pendent apeppralsers and more on valua- tion recerds in determining loan ap- proval. V8b18ti011811d �e Under state law, assessed valuation must be within 90 to 105 percent of real MR value, or it's adjusted Market value is "the most probable _ price ... s property will bring if exposed for sale on the open market by a seller who Is willing but not obligated to sell , e allowing a reasonable time to find Purchaser who is willing but not obligat- ed to buy,.' said a document from Scott Renne, Minneapolis city assessor. The best indicator of fair market value Is market activity, said John Hagen manager of the Minnesota Departmen of Revenue's property'tax division's in- formation and education section. Con- sumers decide market value when houses.are bought and -sold. But that doesn't mean that the sale price auto- matically becomes the market value. `Each sale Is part of the sales that we analyze on a collective basis,' Renne said. In other words, what you pay for the house is reported, but it gets tossed into the mix with all the other sales. "If some paid too much for a house for whatever reason, that's join to very sit 11 Increase the schedule, basely. `But If the dominant purchase prices are S70.a square foot, tiaat's what our basic schedule will be based on. 'Outliers' loc- currences far from the norm) don't influ- ence the schedule that much —it's real- ly the pattern of sales." Valuations are changed because of inflation or deflation in the real estate 'market or because a property, based on an' analysis of sales, is assessed incor- rectly Rene said. That may occur be- cause of changes In.the market, especial- ly when different kinds of houses change value at different rates IVledfet IS flldd Realtors say that because of rapid changes fn .the real estate market, their comparative market analyses can pro- duce more accurate values than an as- sessor's valuation that is made once a year. However, it can be hard to con- vince clients in the city, what we're ddallng with many times Is that the assessed values are higher than what the market analysis shows the property should be listed at,' said Sheryl Craven, president of the St. Paul Area Association of Realtors In a fast market, a house may be undervalued, but more of a problem for agents is overvaluation. Craven, an Edi- na Realty agent, recently lost a prospec- live listing because she believed that It t we! n overvalued This house had-been taxed for a considerable time (based on anasseased valuation 00 $115,000,'sheeaid, but she could Had ody one comparable house in the area that had sold for more than $100,000 in the previous year. She told the seller what she thought the list price should be — and didn't get the listing. My competitor went in and listed it at $112,500," all said It was a beautiful home — on the top end of its neighborhood,' she said, but the neighborhood was the problem. 'Location is everything.' Sellers often pay a lot of attention to assessed valuation. Graven said. 'They tend to establish value based on that, and many times you have to go In and say, 'That isn't relevant,' especial- ly In a fast maritet' Buyers pay 'a moderate amount of attention' because they think It reflects market value, said Diane O'Donnell, a Realtor in Burnet Realty's Maplewood .office. 'A tax assessor has a whole lot more credibility than a 'salesperson,' " she said But she, too, said assessed valuation maynot reflect the market. 1 live in one of those properties taxed at a value higher than what I can get,' O'Donnell said. "So, I can be rather empathetic." She said that assessed and market values are getting much closer. She used to see a 5 percent difference; now ICs about 2 percent.' Buyers may use assessed value as a- measure of whether they're paying too much, O'Donnell said. Some call after the sale to check the assessed value against market value if their tares go up. Usually, she said, she tells them that the assessment Is'� ton the money.' She added, `�ccesionally I will warn people that the valuation bas not keppt up with the marketplace and not to, be e rised after we file the certificate of real estate transaction and their taxes aura OI)OM K 8nm.' Raalty - take a Lump. But I don't get very many calls about that — I tend to get them when people have been there a few years add their tames take a Jump.' Is bettef'1' People have to look at assessments the right way, said Larry Peterson, presi- dent of the Minneapolis AreaAssodation of Realtor's. Some buyers view valuation below list price as a Justification for offering less, but even if that succeeds, undervaluation won't last forever— nor should taxes be the main concern. People's No. 1 priori ty is to buy the house,' he said. He said 6e figures that most folks who've owned a home for a few years couldn't afford to buy their houses at today's prices. So, it' a good news -bad news,'. Peter- son said. 'The good news Is. your house is worth a lot more; the bad news Is the cost of living there goes up.' Hagen put It another way: Pretend that the assessor's valuation Is the most you'd Im permitted to get for selling your aolued In that case, you'd sure want it So, when the next notice of Increased valuation arrives, remember another of those timeless parental sayings: "It's for your own good. Many popular myths about assessment still considered fact. 19y Nal tiatdfer Star Tribune Staff Wafter Several popular assessment myths persist, and folks who practice that. sometimes unwelcome art find them- selves catching misplaced blame. Here we a few misconceptions: > Myth: Houses arena valued for tax purposes at their full value. > Fact: This may be one of the most persistent myths, perhaps because it used to be fact valuation, Hagen said. Also, the amount of tax collected didn't triple when the valuation . was tripled, so the change didn't make an enormous difference. . Minnesota Statute 273.11 states: 'Ali real pro .perry shall be valued at Its market value, which Is defined as 'the most probable price estimated In terms of money which a property will b if exposed for sale o the open market' and seller and buyer are willing but not obligated to sell or buy. Assessments must fall from 90 to 105 percent of the market value, or an adjustment Is made. "Before 1970, assessments were based on something called "fill! and true' val- >. Myth: The assessor determines ue,' said John Hagen of the Minnesota your property tax• > Fast Governmental bodies, not as- Department of Revenue's property tax divislon. Despite the name, those sessors, determine budgets; tax rates — values were neitbar full nor true but were "aup how much tax per dollar of value — are set so that taxable property provides keiE equate tonne -third of the ecru- needed. revenues. The assessor does not - gettax•rate!b ttvayiil •'Caafteb�cleZlftKtbtJtR•.. ere. were rant seat amual statements of �. yr.• 101jtfUi'! h2 'rdd9ed'dAlU>ItItilfiiYydtfr "' house means that your taxes will go up. > Fact: See previous fact True, in an Inflationary environment, taxes tend to increase, along with everything else. But increased taxes are the result of in- creased government spending. If every- one's home value rose but governmental budgets did not rise — or V the tax base or other sources of revenue increased sufficiently to cover budget increases property taxes could remain the same or even fall. Note: Minnesota's residential proper- ty taxes have a two -tier system; your taxes could rise if a new valuation pushes your home into the second tier, where the amount of borne value above $72,000 Is taxed at a higher rate than the amount below. > Myth: HI don't let the assessor in, he or she can't increase my valuation. > Fact: Bad idea, PipJ221 �p%AgSsr so access to the prbpehy, Add d eyw come back with a sherliffff a deputy, Ha- gen said. In practice, however, assessors tend not to go where they're unwelcome. In- stead, the assessor does what's called an arbitrary assessment, trying to estimate the value of the property without going Inside, and the assessed valuation prob- ably will tend to be on the high side. > Myth: When the local government needs more money, It reassesses home values upward. > Fact 'It Is totally untrue that valu- ations are increased to raise more mon- ey for a taxing jurisdiction; Hagen said. If you took all the valuations in a taxing jurisdiction and doubled them, but the public budgets in that jurisdiction didn't change, the taxes owed wouldn't change.' The exception is If the Increase pushes your house Into the second tier of property tax rates. "Ali you do by valuation Increases or decreases Is you �s�cpp,�9 piqqT��e 1 sdk4aq Y!� . 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The National Association of Realtors reported today that existing -home sales totaled 6.1 million last year, shattering the previous record of 5.57 million set in 2002. Last year's sales represented a 9.6 percent increase from 2002's level. Today's report provided vivid evidence of the red -hot strength of the housing market, which played a main role in keeping the economy going throughout last year. In December, existing -home sales jumped by 6.9 percent from the month before, ending the year on a high note. "Housing continues to boom," said David Lereah, chief economist at the National Association of Realtors. Low mortgage rates have powered the housing market. The average rate on a 30 -year, fixed -rate mortgage for all of 2003 was 5.83 percent, the lowest annual average since Freddie Mac began tracking interest rates in 1971. Lereah predicts that existing -home sales will slow a bit this year, clocking in around 5.80 million, which would still represent a healthy pace. A slowdown in sales is based in part of the expectations that mortgage rates will drift higher later this year as the economy continues to gain momentum. The Mortgage Bankers Association projects that 30 -year mortgages would end 2004 in the range of around 6.3 percent. That rate would still be attractive to prospective homeowners and would support housing sales, economists said. On Wall Street, stocks were mixed. The Dow Jones industrials were up 36 points, while the Nasdaq was off around 3 points in morning trading. In 2003, the median price of an existing home was $169,900, up 7.5 percent from the median price of $158,100 in 2002. The median price is where half sell for more and half sell for less. Last year's increase in home price appreciation was the largest since 1980, when the median price rose by 11.7 percent. Solid appreciation in home prices along with a refinancing boom last year helped to underpin consumer spending, the lifeblood of the economy. Regionally, sales of existing homes registered record highs in 2003 in each of the four regions tracked, Lereah said. In the Northeast, sales totaled 694,000 last year, a 5.8 percent increase from 2002. In the Midwest, sales rose by 8.7 percent to 1.32 million in 2003. Sales in the South came to 2.44 million, a 10.6 percent increase over 2002's level. In the West, sales went up 10.5 percent in 2003 from the previous year to 1.65 million. ® Copyright 2004 Star Tribune. All rights reserved. http: / /www.startribune.com/ viewers /story.php?template=print a&story -- 4339930 01/26/2004 startribune.00m close window Median price of Twin Cities homes tops $200,000 Neal Gendler Star Tribune Published 07/16/2003 Rising home values have pushed the Twin Cities' median price past $200,000 for the first time. Listings, closed sales and pending sales also set new records in June, as the metro area's residential real estate market showed no sign of losing strength. The median price -- the point at which half of the homes sell for more and half for less -- reached $201,500, an increase of $6,600, or 3.39 percent, in just a month over May's $194,900. The new level is up 6.67 percent from $188,900 in June 2002. Mark Allen, CEO of the Minneapolis Area Association of Realtors, said the $200,000 level "is a pretty significant threshold that identifies us as a major market area. Homeowners love it, but it creates some anxiety for future buyers." Not enough to keep them from signing contracts, though. Data for the 13- county metro area from the Regional Multiple Listing Service released Tuesday showed record sales during the first six months, pointing to a third- consecutive record sales year. Shirlee Heitz, president of the North Metro Realtors Association, said Twin Cities prices have crept up steadily, reducing sticker shock for people who've paid attention to the market. Buyers are more . "interested in what it costs them per month" than in the sale price, said Ann Brockhouse, president - elect of the Minneapolis Area Association of Realtors. With mortgage rates below 5.5 percent for much of the spring, monthly payments have remained within the reach for many buyers even as home prices kept rising. The total value of sales and numbers of closed sales and pending sales -- purchase agreements signed for transactions not yet closed -- both set records in June, the Regional Multiple Listing Service data showed. Brockhouse said her company, Roger Fazendin Realtors in Wayzata, "had the biggest month in pendings since 1965." Allen said the association expects 53,500 home sales this year, 4.5 percent more than last year's 51,212. Total value of sales rose to $1.4 billion, 29.8 percent more than in June 2002. For the six months, volume totaled $5.67 billion, up 17.13 percent from $4.8 billion in the 2002 period. Mike Heinzerling, president of the Southern Twin Cities Association of Realtors and an Edina Realty agent in Farmington, said $200,000 now buys a new home in that area with two bedrooms, one bathroom and a two -car garage "on a smaller lot." Or it will buy an older home in Farmington's center, sometimes updated, of 1,500 to 1,800 square feet. Miriam King of Minneapolis wanted to be able to walk from her home to her job at the University of Minnesota. She had to look for six months before finding a one - and -a -half -story house for $205,000. She offered more than list price "because I didn't want to be outbid" as she had been on other houses. In the Minneapolis area, "it's getting harder and harder to find anything that's in decent shape for $200,000," http: / /www.startribune.com/ viewers /story.php?template =print a&story= 3989984 03/05/2004 Printer version: Median price of Twin Cities homes tops $200,000 Page 2 of 2 Brockhouse said. "Even a starter home in St. Louis Park: two bedrooms, one bath -- and it's $250,000." One result is growth in association living, such as townhouses. At month's end, 24,759 homes were being offered in the Regional Multiple Listing Service, a 26 percent increase from June 2002 and 6,823 more than the average for the past five years. Year over year, new listings have been up every month. "The listing inventory finally is catching up to the increase we saw in closed sales over the past six years," Allen said. Market observers differed about the point at which rising interest rates would affect sales, venturing numbers from 7 to 9 percent. In the short term, Heitz said, a rate increase could spur sales as people think maybe they'd "better do something before they go up more." Neal Gendler is at endlerg artribune.con� Staff writers Mai Hoang and Jim Buchta contributed to this report ® Copyright 2004 Star Tribune. AU rights reserved. http: / /www.startribune.com/ viewers /story.php?template=print a&story= 3989984 03/05/2004 Printer version: Starter castles: Wealth, for some, rising enough to pay mega - mortgages Pagel of 3 startribune.com Close window Starter castles: Wealth, for some, rising enough to pay mega - mortgages Jim Buchta Star Tribune Published 02/21/2004 Mega - Realtor Barry Berg can't quite remember the first time he sold a million - dollar house. That was at least a decade ago, he recalls, a time when seven -figure sales were as rare as home theaters, climate - controlled wine cellars and fireplaces in bathrooms. Such amenities aren't so unusual anymore, and neither are million - dollar homes. In fact, Berg, an agent with Coldwell Banker Burnet, said that his average sale price now is a million bucks. With many first -time home buyers still struggling to catch up to housing prices that seem to keep moving just beyond their reach, there are now more million - dollar homes in the United States than ever before. Over the past decade the number of houses worth $1 million or more has surged 170 percent nationwide, according to a recent report from the Joint Center for Housing Studies at Harvard University. That's an increase from 300,000 in 1989 to nearly 850,000 in 2001, not including condos, townhouses and second homes, according to seasonally adjusted data collected from the Federal Reserve Bank's Survey of Consumer Finances. Similarly, the U.S. Census Bureau counted fewer houses in that price range, but reported a similar percentage increase over the past decade This home sold for $1.1 million. Recognizing that times have changed, the agency even increased its top category from Glen stubbe 11$500,000 or more". for the 1990 Census to "$1 million or more" for the 2000 Census. Star Tribune And if a drive around the Twin Cities, where mini- manses and high -buck condos are popping up all over the place, wasn't enough to convince you, consider this: Throughout the metro area last year, 301 houses sold for more than $1 million. Five years ago there were 44 and 10 years ago there eight, according to the Minneapolis Area Association of Realtors. What's driving this trend? Fatter wallets. The Harvard report says that a greater concentration of wealth is enabling more people to buy expensive houses. Collectively, owners of million -dollar homes have nearly 20 percent of all personal wealth in the nation, including income. Berg said that even in the Twin Cities the trend was particularly pronounced during the tech boom, a time when many people in their 30s had lots of stock -market wealth and weren't afraid to spend it. "They were seeing phenomenal rewards on paper and there was a sense that they were coming into adulthood at a time when the party would never end," Berg said. "It was creating a whole new way of thinking about real estate." Contrary to what you might expect, or want to believe, owners of million -dollar houses aren't always stretching to pay the mortgage. Yes, many have mortgages that are bigger than what most folks will earn in a lifetime, but the wealthy have the income to afford these mega -buck manses. The average annual income of a person who owned a million - dollar house in 2001 was more than $900,000, and half had an income of $469,000 or more, according to the Harvard study. In fact, many of these people aren't even thinking about making the mortgage payment. Berg said that in the Twin Cities, 30 to 40 percent of his buyers come to the bargaining table with cold hard cash. With federal rules limiting the maximum mortgage interest deduction to about $1.1 million, there's nothing gained by taking out a larger mortgage, http: / /www.startribune.com/ viewers /story.php?template=print a&story -- 4620988 03/05/2004 Printer version: Starter castles: Wealth, for some, rising enough to pay mega- mortgages rage L ui Berg said. "And the more expensive the home, the greater the likelihood they're paying cash," he said. Real estate at all price levels has enjoyed a huge run -up in value. Typically, appreciation happens in cycles of three to four years, then prices stabilize for a couple of years. Not in recent memory. Sale prices in the Twin Cities metro area have been on an extended roll -- at least for the past nine years, Berg said. In just the past decade, the median sale price of houses in the Twin Cities area has risen from $89,900 to $199,900 last year. Mark Allen, chief executive officer of the Minneapolis Area Association of Realtors, said that these increases coincided with an overall increase in the wealth of Minnesotans, a run -up in stock prices and equity markets and a construction boom. As many have sorely discovered, it doesn't take much to spend a million bucks on a new house. Land, labor and materials all cost a lot more than they did a decade ago, in large part because there's so much more demand for all of it than there was in the past. Lot prices, for example, can easily exceed $200,000 in many Twin Cities -area suburbs. Just a few years ago a $200,000 house in Plymouth was considered upper - bracket. "It's amazing what you can't get for $1 million," Berg said, describing how often buyers are surprised that even at that price range they might have to spend a hundred thousand dollars to freshen it up. "At any price, unless a home has just been built, a buyer needs to be prepared for the notion that they will probably want to make some improvements to the home, and I'm not talking about just cosmetic changes." Land prices are so out of control that in high - demand, fully developed neighborhoods and along close -in lakes, buyers aren't afraid to tear down a $1 million house to build a new one. That's why many high -end buyers head to the suburbs where there's more developable land. Mark Johnson Homes recently built a $1.1 million house in Inver Grove Heights. That price includes the $235,000 lot and $40,000 in landscaping. "People are so drawn to those million - dollar homes," said Linnea Manske, new client coordinator for Mark Johnson Homes. She's been showing that house during the Builders Association of the Twin Cities' Spring Preview. Every day 700 to 1,000 people take a peek. "People drove from northern Iowa, from Wisconsin, from northern Minnesota and from western Minnesota ... its like a never - ending candy shop for adults," she said. "It's a whole different world from when I started 10 years ago." And many are ready to satisfy their every desire. "By the time people build exactly what they want and add a lot on top of that, they're very close to $1 million," Manske said. "Now they want big houses full of amenities, so budgets are driven up by that. It's a lot easier to hit a million bucks today than ever before ... very few people are happy with just Formica countertops." As a result of these rapid price increases, many homeowners at the lower end of the price range are finding that if they had to go back out in the housing market today, they couldn't afford to buy the house they already own. That's because values are rising much faster than household incomes. The Harvard study reported that low- income households pay more than six times their annual income for their homes, while million - dollar homes cost their owners on average only three times their income. Nicolas Retsinas, Director of the Joint Center for Housing Studies, said that this huge increase in wealth is yet another sign of the bifurcation of wealth in this country. "The rise in the number and the value of million - dollar homes in the United States reveals the widening disparities between the housing'haves' and the housing have - nots," Retsinas said, noting that amid a shortage of affordable http: / /www.startribune.com/ viewers /story.php? template =p int_a&story= 4620988 03/05/2004 Printer version: Starter castles: Wealth, for some, rising enough to pay mega- mortgages rage � of .3 housing, million -dollar homes have become increasingly common. Despite this trend, Minnesota still managed to increase its homeownership rate from 72 to 77.3 percent during the same 10 -year period, said Mike Haley, executive director of the Minnesota Housing Finance Agency. "In Minnesota we still have a lot of work to do," Haley said. "We know that there will be 300,000 cost - burdened households in the state over the next decade, but we have such a strong base to build on, I'm confident that with the usual cooperation we'll make great progress." Jim Buchta is at jbuchtanastartribune.com. Expensive sales These dots . represent residential real estate sales exceeding $1 million since 2002, including new and existing homes. Most of the $1 million -plus sales have been in the western suburbs of the Twin Cities. The greatest concentrations occur around Lake Minnetonka and in the lakes area of Minneapolis. Source: County records (certificates of real estate value). ® CM fight 2004 Star Tribune. All rights reserved. http : / /www.startribune.com/ viewers /story.php?template=print a&story 4620988 03/05/200, Bringing homes to full taxable value proving problematic Bringing homes to full taxable value proving problematic Anthony Lonetree, Star Tribune Published December 29, 2003 VAL29 A state law designed to shield Minnesota homeowners from huge property -tax increases is leaving about $35 billion, or 11 percent, of state taxable market value unavailable to tax collectors in 2004, according to the Minnesota House Research Department. That's up from $31 billion in 2003, when residential property owners saw a resulting tax savings of about $45 million, according to state revenue officials. The numbers are "huge," said Gary Carlson, legislative director for the League of Minnesota Cities. The law has helped homeowners because it limits how high market values of individual properties can rise for tax purposes. The state, however, is in the middle of a six-year phase -out of the law, exposing homeowners to potentially sharp tax jumps in 2005 and increasing the likelihood of calls for the 2004 Legislature to revive the limits. "This is sort of the Godzilla lurking on the political horizon," House Minority Leader Matt Entenza, DFL -St. Paul, said last week. DFLers will push for restoration of the market -value limits during the legislative session that opens in February, he said. The issue is important to St. Paul, where Ramsey County assessors report a 25 percent difference between the taxable value of the city's median - valued home and its full market value. In suburban North Oaks, the difference is only 7 percent. In Eden Prairie, Mound and Orono, market -value increases for median - valued homes this year soared above 12 percent, generally the limit for 2004 property -tax calculations. Ray Krause, the Revenue Department's assistant commissioner for tax policy, said Friday that Gov. Tim Pawlenty has supported the phase -out because the law has "artificially distorted who pays what" in property taxes each year. Krause said the limits have not reduced how much revenue local governments collected but have shifted a larger share of the tax burden Pagel of 3 http:// www. swtribune .com/stories/587 /4290439.html 12/29/2003 =3ringing homes to full taxable value proving problematic to commercial- industrial properties. According to the Department of Revenue, while homeowners statewide enjoyed a tax break of about $45 million, or 2 percent of what they would have been liable to pay, in 2003, commercial- industrial properties were paying about $85 million, or 5.2 percent, more in property taxes than what they would have had to pay if the law had not been in effect. Krause would not predict the outcome of any 2004 debate on the limits. "It's going to be a fairly high - visibility issue," he said. "It's going to be a hot potato." House Tax Chairman Ron Abrams, R- Minnetonka, was out of town and unavailable for comment. During the 2003 session, three bills seeking to repeal or delay the "limited market value" phase -out were sent to his committee for consideration, but no action was taken. Tax mechanics Factors influencing how much an owner pays in property taxes include: increases in local government spending, growth of the community's tax base and the market -value increase for the property. Because individual property values do not, in general, grow uniformly, homeowners whose home values grow more quickly than others' are vulnerable to higher tax increases. The 1993 Legislature, concerned about sharp property-tax increases caused by booming home prices, put limits on how much market values could grow from one year to the next for tax purposes. Homeowners would be protected from tax spikes caused by market -value increases above those limits. In 2002, a phase -out of the limits began. State law now calls for all property to be at full market value for tax purposes by 2007. Homeowners will find themselves increasingly vulnerable to higher tax bills from now until then. Entenza said he foresees taxes increasing by "unimaginable rates. People are going to be forced to sell their homes." Carlson, of the League of the Minnesota Cities, said his group is concerned about the shifts in tax burden resulting from market -value limits and has "cautiously supported the phase- out." But he said that it acknowledges that the potential crunch for homeowners makes it "bitter tax -policy medicine." Anthony Lonetree is at >alonetree@a startribune.conL Page 2 of 3 http:// www. startribune .com/stories/587 /4290439.html 12/29/2003 REMINDER TRUTH IN TAXATION HEARING. DECEMBER 6, 2004 5:00 P.M.. EDINA CITY COUNCIL CHAMBERS Memo To: Mayor Maetzold and Members of the City Council From: Gordon Hughes, City Manager Date: December 3, 2004 Re: 2005 CITY BUDGET Enclosed is a packet concerning the 2005 City of Edina Truth in Taxation hearing. This packet together with a summary of the budget will be available to taxpayers attending the December 6, 2004, Truth in Taxation hearing. Copies of the entire budget will also be available for those desiring more detailed information. On September 7, 2004, the Council established dates and times for our Truth in Taxation hearings and also adopted the maximum property tax levy for 2005. This proposed levy is the amount used by Hennepin County for the purpose of calculating the proposed property tax bill for each tax parcel in the County. This calculation is then included in the Truth in Taxation notice sent to the owner of each parcel. In accordance with State law, the final property tax levy certified by the Council may not be greater than the preliminary levy adopted last September. The Truth in Taxation process allows a further opportunity for taxpayers to speak to the proposed budget prior to its adoption. The Truth in Taxation process is tightly regulated by the State which prescribes virtually all aspects of the process including notices, advertisements and meeting dates and times. Key Dates December 6, 2004 at 5:00 P.M. - City Council conducts a Truth in Taxation hearing. The Council may continue this hearing until December 13, 2004 at 5:00 P.M. if it feels additional time for testimony is needed. The Council typically has not needed such a "continuation hearing" in past years. December 21, 2004 at 7:00 P.M. - City Council conducts a Levy and Budget Adoption hearing. At this hearing, the Council must take official action to adopt the final levy and budget • Page 1 Q. A. Q. A. Q. �9ZrTA Y e' Facts Concerning the 2005 Edina City Budget What is the dollar amount of the proposed City expenditures for 2005? $25,232,296 How much of an increase is this from 2004? $990,029 or 4.08% How much do tax revenues need to increase from 2004 to support the 2005 City Budget? $871,149 or 4.81 %. What are the major categories of City Spending? Chart 1 - Distribution by Type of Expenditure Equipment Central Services 2.7% 10.2% Commodities 4.5% Contractual Services 13.1% alaries i9.5% Chart 2 - Distribution of Expenditures by Area Public Safety 49.1% Park & Rec. 13.2% m -Dept. 2.3% General Gov't. 14.1% /orks 21.8% Q. What are the sources for City revenues? Chart 3- Revenues by Type Court 3.7 Fees & Charges 8.6% Licenses & Pennits 8.4% Misc. Revenue Intgov't Aid. 4.7% 3.5% Q. How are taxes determined for my home? A. For an owner - occupied house or condominium: The first step is to multiply the 2004 assessor's estimated market value (EMV)/Taxable Market Value of your home by the "class rates" imposed by State Law. The result is known as your home's "tax capacity" (i.e. its taxable value). (The class rates for owner - occupied housing are 1 % for the first $500,000 of market value and 1.25% for the market value in excess of $500, 000.) The next step is to multiply the tax capacity by the extension rate (i.e. tax rate) calculated for each taxing jurisdiction based upon their proposed expenditures. The final step is to multiply your tax capacity by the market value homestead credit rate. The result is a subtraction off your total tax bill. The maximum credit is $304.00 and is realized at $76,000 taxable market value. The credit diminishes after $76,000 taxable market value until it is a $0 credit at approximately $413,800 taxable market value. The result is your tax bill. Example $309,600 Home in the Edina School District $309,600 x 1 % _ $3,096.00 $ 0 x 1.25% _ .00 Tax Capacity 3,096.00 Extension Rate x 96.663% Tax $2,992.69 Plus - School Bond Levy Market Value $309,600 Referendum Rate x.16548% School Bond Tax $512.33 Plus - Park Bond Levy Market Value. $309,600 Referendum Rate x.00964% Park Bond Tax $ 29.85 Plus - County Solid Waste Levy Market Value $309,600 Solid Waste Rate x.01594% Solid Waste Tax $ 49.35 Less — Market Value Homestead Credit Market Value Maximum Credit Balance Total Taxes on Home $309,600 76,000 X.40% 233,600 x .09% $3,490.46 304.00 Maximum Credit 210.24 Reduction to Credit 93.76 Homestead Credit Q. Why did my tax bill increase more than the City's increase in its property tax levy? A. Tax increases result from 1) spending /levy decisions made by the city, county and school district and 2) "non - spending" factors that adjust the tax burden shared by different types of properties. First, the spending decisions. The City's tax levy increased by 4.81 % (including debt service levy), the County's levy increased by 3.97% and the Edina School District's levy decreased by 0.17 %. The Hopkins School District's levy decreased 1.9 %. The Richfield School District's levy increased 4.1 %. Second, the "non- spending" factors. • Commercial /Industrial Valuations. C/I values are not growing as fast as residential values due to economic conditions. As a result, the property tax burden continues to shift to residential properties for 2005 taxes. Limited Market Value. Under prior law, the taxable value of a residential property could. increase, at most, 8.5% annually notwithstanding its market value increase. Limited market value is gradually being phased out as a result of legislative action. For taxes payable in 2005, the limited market value adjustment was increased to 15% above the previous year's value. Therefore, homes that have enjoyed the benefits of limited market value in the past will assume more of the tax burden in 2005. • Market Value Homestead Credit. Pursuant to State law, a portion of residential property taxes are "subsidized" by the State through the market value homestead credit. This credit is on a sliding scale that decreases as value increases. It phases out at $413,000 of value. Therefore, as valuations increase, the market value homestead credit comprises a smaller percentage of the tax bill. • The 2003 legislature eliminated reimbursements to cities for the Market Value Homestead Credit program. Although scheduled to be restored in 2005, there is no assurance that it will actually be funded due to the ongoing fiscal problems with the State. Q. Is there a program to offset unusually large increase in my tax bill? A. The State provides a maximum refund up to $1,560 for homeowners having incomes as high as $83,390. The actual refund depends on your individual income and tax bill. The targeting portion of the program offers tax relief no matter what your income is. If your taxes increase by more than 12 percent and at least $100, the State will refund 60% of any amount paid beyond those limits, up to a maximum of $1,000. The Minnesota Department of Revenue administers both the circuit breaker and targeted form of the Property Tax Refund. Q. The assessor's market value of my property seems too high. Can this be lowered? A. Taxes payable in 2005 are based upon the assessor's valuation of your property on January 2, 2004. This value cannot be changed. The 2005 valuation of your property will be sent to you early in 2005 and will be the basis for your 2006 tax bill. The value placed on your property should reflect a price that could be obtained on the open market between a willing buyer and seller. If you do not feel the value placed on your property on January 2, 2005 could be realized on the open market, it may be appealed to the Edina Board of Appeal and Equalization in April 2005. Q. Where does my tax dollar go? A. Chart 4 - 2005 Property Tax Distribution * Please note, this distribution represents taxes on a $309,600 home in the Edina School District ( #273). Some homes in Edina are in a different school district. Please reference the attached map to see what the school district boundaries are. f =! Property Tax Impact on Residential Homestead Property in .Edina 2004 Payable Market Value 2005 Payable Market Value 2004 Total Tax 2005 Proposed Total Tax $ Change % Change 2004 City Tax 2005 Proposed Ci Tax $ Change % Chan e 100,000 109,000 ......962 988 26 2.70% 266 273 7 2.63% 140,000 152,600 1,496 1,532 ....... .36 2.41% 372 382 10 2.69% 200,000 ...218,000 .......2,297 2,348 51 2.22% ..... .531 ....546 15 2.82% 284,000 300,000 309,560 327,000 3,417 3,631 3,490 3,708 73 77 2.14% 2.12% 754 797 775 818 21 21 2. 7 9 Oilor 2.63% 500,000 .545,000 6,221 .6,419 . .198 3.18% 11328 1,391 63 4.74% 700,000 763,000 .9,229 1 9,469 ... ...240 . 2.60% ....1,987 2,068 81 4.08% Note: The above chart: 1.) Assumes a 9.0% average value increase. The actual value increase varies from property to property and does not reflect the changes due to the phase out of limited market value. 2.) Is based upon proposed 2005 spending by all taxing jurisdictions. Property Tax Impact on Commercial /Industrial Property in Edina 2004 Payable Market Value 2005 Payable Market Value 2004 Total Tax 2005 Proposed Total Tax $ Change % Change 2004 City Tax 2005 Proposed City Tax $ Change % Change 250,000 245,000 7,688 .7,079 609 -7.92% 754 703 51 - 6.76% 500,000 490,000 . 16,642 15,352 1,290 -7.75% 1,637 1,528 109 -6.66% 750,000 735,000 25,596 23,625 1,971 -7.70% 2,519 2,353 (166 ) -6.59% 1,250,000 1,225,000 43,504 40,172 3,332 -7.66% 4,285 4,004 281 -6.56% 1,500,000 1,470,000 52,459 48,446 4,013 -7.65% 5,167 4,829 (338 )1 -6.54% 1,750,000 1,715,000 1 61,413 56,719 (4,694)1 -7.64% 6,050 1 5,654 396 -6155% Note: The above chart: 1.) Assumes a 2.0% average value decrease. The actual change in value varies from property to property. 2.) Is based upon proposed 2005 spending by all taxing jurisdictions. ° e C Major Changes from 2004 to 2005 Budget • Wage Adjustment - 3.0% • Employee Health Insurance Package - $20 /month per employee • Equipment Replacement — equipment purchases for Public Works, Parks and Public Safety will be returned to the Equipment Replacement program rather than being financed through equipment certificates • Engineering — salary increased to fund the traffic safety coordinator position. • Police - $28,000 increase to cover user fees for the 800 MHz radios. ° e C Major Changes from 2004 to 2005 Budget �J � .ay • Police and Fire - $28,000 decrease in charges for training at the South Metro Training Facility. • Health — Reinstated full time position left vacant after a retirement. • Public Artscape - $25,000 to initiate a public art program in the City. • Fireworks — sponsorship received for 2005 fireworks display. • Central Services — workman's comp and property insurance - $70,000. • City Hall /Police Station - reduction to reflect actual costs associated with the new building. 'k Oi • Revenue Major Changes from , 2004 to 2005 Budget - $30,000 increase in Ambulance to reflect current receipts - $37,000 decrease in false alarm fees due to fewer false alarms - $38,000 increase in Senior Center revenue to reflect actual receipts - $30,000 increase in maintenance assessment to 50th & France for parking ramp maintenance - $30,000 increase in rental fees for City property - $50,000 decrease in funding from the State and Federal governments for our Financial Crimes Task Force - $528,000 decrease in Market Value Homestead Credit reimbursement from the State Property Tax Impact on Residential Homesteads in Edina ASSUMES 9.0% INCREASE IN VALUE 2004 2005 2005 2005 Payable Payable 2004 2005 2004 Proposed 2004 Proposed Market Market Tax Tax Total Total $ . % City City $ % Value Value Capacity Capacity Taxes - Taxes . Change Change Taxes Taxes Change Change Notes 100,000 109,000 1,000 1,090 962 988 26 2.70% 266 273 7 2.63% 120,000 130,800 1,200 1,308 1,229 1,259 30 2.44% 319 327 8 2.51% 140,000 152,600 1,400 1,526 1,496 1,532 36 2.41% 372 382 10 2.69% 160,000 174,400 1,600 1,744 1,763 1,804 41 2.33% 425 436 11 2.59% 180,000 196,200 1,800 1,962 2,030 2,075 45 2.22% 478 491 13 2.72% 200,000 218,000 2,000 2,180 2,297 2,348 51 2.22% 531 546 15 2.823/6 220,0001 239,8001 2,200 1 2,398 2,563 2,619 56 2.18% 584 600 16 2.74% 240,000 261,6001 2,4001 2,6161 2.8301 2,8921 62 1 2.19%1 6371 655 18 2.83% 260,000 283,4001 2,6001 2,8341 3,0971 3,1641 67 1 .2.16%1 6911 709 18 2.60% 284,000 309,560 2,840 3,096 3,417 3,490 HOMESTEAD 300,000 327,000 3,000 3,2701 3,6311 3,708 77 2.12%1 7971 818 21 2.63% 320,000 348,800. 3,200 3,488 3,898 3,980 82 2.10% 850 873 23 2.71% 370,000 403,300 3,700 4,033 4,565 4,660 95 2.08% 983 1,009 26 2.64% 420,000 457,800 4,200 4,578 5,226 5,300 74 1.42% 1,115 1,146 31 2.78% 470,000 512,300 4,700 5,154 5,848 5,961 113 1.93% 1,248 1,290 42 3.37% 520,0001 566,800 5,250 5,835 6,522 6,723 201 3.08% 1,394 1,459 65 4.66% 570,000 621,300 5,875 6,5161 7,274 7,486 212 2.91% 1,559 1,628 69 4.43% 620,000 675,800 6,500 7,198 8,026 8,249 223 2.78% 1,723 1,797 74 4.29% 670,000 730,300 7,125 7,879 8,778 9,011 233 2.65% 1,888 1,966 78 4.13% 720,000 784,800 7,750 8,560 9,530 9,774 244 2.56% 2,053 21136 83 4.04% 770,000 839 300 8 375 9 241 10 282 10 536 254 2.47% 2 218 2,305, 87 3.92% 820,000 893,800 9,000 9,923 11,033 11,300 267 2.42% 2,382 2,474 92 3.86% 870,000 948,300 9,625 10,604 11,785 12,062 277 2.35% 2,547 2,643 96 3.77% 920,000, 1,002,800 10 250 11,2815 12.537 12,824 287 2.29% 2,712 2,812 100 3.69% 970,000 1 057 300 10,875 11,966 13,289 13.587 298 2.24% 2 877 2.981 104 3.61% 1.000.000 1 090 000 11,250 12,375 13 740 14,045 305 2.22% 2,975 3,083 108 3.63% 1,100,000 1 199 000 12,500 13.738 15!244 15.570 326 2.14% 3.305 3.421 116 1 3.51%- 1 200 000 11308.000 13 750 15.100 16,748 17,095 347 1 2.07% 3,634 3,760 126 3.47% 1,300,000 1 417 000 15,000 16.463 1 18.252 18,621 369 2.02% 3,964 4.098 134 3.38% 1,400,000 1 526 000 16,250 17,825 19,755 20.146 391 1.98% 4,293 4 437 144 3.35% 1,500,000 1 635 000 17,500 19,188 21,259 21.672 413 1.94% 4,623 4,775 152 3.29% 1,600,000 1 744 000 18,750 20,550 22,763 23,196 433 1.90% 4,952 5.113 161 3.25% 1.700.000 1,853,000 20 000 21 913 24.267 24,722 455 1.87% 5.282 5,452. 170 3.22% 1,800,000 1 962 000 21,250 23!275 25,771 26,247 476 1.85% 5,611, 5 790 179 3.19% 1,900,000 2 071 000 22 500 24,e38 27,274 27 773 499 1.83% 5 941 6 129 188 3.16% 2,000,000 2 180 000 23 750 26,000 28,7781 29 297 5191 1.80% 6 270 6,4671 197 1 3.14% • • Assumes School District 273 Watershed 3. Taxes Calculated Include Market Value Rates for School a City Property Tax Impact on Commercial /Industrial Property in Edina ASSUMES 2.0% DECREASE IN VALUE 2004 2005 2005 - Payable Payable 2004 2005 2004 2005 2004 Proposed Market Market Tax Tax Total Proposed S % City City $ % Value Value" Capacity Capacity Tax Taxes Chan a 'Change Taxes Taxes Chan a Chan a Notes 250 000 245,000 4,250 4,`150 7,688 7,079 609 -7.92% 754 703 51 -6.76% . 300,000 294,000 5,250 5,130 9,478 8,733 (745) -7.86% 930 868 (62) -6.67% 350,000 343,000 6,250 6,110 11,269 10,388 (881) -7.82% .1,107 1,033 (74) -6.68% 400,000 392,000 7,250 7,090 - 13,060 12,043 (1,017) -7.79% 1,284 1,198 (86) -6.70% 450,000 441,000 8,250 8,070 14,851 13,697 (1,154) -7.77% 1,460 1,363 (97) -6.64% 500,000 490,000 9,250 9,050 16,642 15,352 (1,290) -7.75% 1,637 1,528 (109) = 6.66% 550,000 539,000 10,260- 10,030 18,433 17,007 (1,426) -7.74% 1,813 1,693 (120) -6.62% 600,000 588,000 11,250 11,010 20,223 18,661 (1,562) -7.72% 1,990 1,858 (132) - 6.63° 650,000 637,000 12,250 11,990 22,014 20,316 (1,698) -7.71% 2,166 2,023 (143) -6.60% 700,000 686,000 13,250 12,970 23,805 21,971 (1,834) -7.70% 2,343 2,188 (155) -6.62% 750,000 735,000 14,250 13,950 25,596 23,625 (1,971) -7.70% 2,519 2,353 (166) -6.59% 800,000 784,000 15,250 14,930 27,387 25,280 (2,107) -7.69% 2,696 2,518 (178) -6.60% 850,000 833,000 16,250 15,910 29,178 26,935 (2,243) -7.69% 2,872 2,683 (189) -6.58% 900 000 882.000 17 250 16,890 30,969 28.589 (2.380) -7.69% 3 049 2,848 201 -6.59% 950,000 931,000 18,250 17,870 32,759 30,244 (2,515) -7.68% 3,225 i 3,013 (212) -6.57% e •• ri 1,050,000 1,029,000 20,250 19,830 36,341 33,554 (2,787) -7.67% 3,578 3,343 (235) -6.57% 1,100,000 1,078,000 21,250 20,810 38,132 35,208 (2,924) -7.67% 3,755 3,508 (247) -6.58% 1,150,000 1,127,000 22,250 21,790 39,923 36,863 (3,060) -7.66% 3,931 3,674 (257) -6.54% 1,200,000 1,176,000 23,250 22,770 41,714 38,518 (3,196) -7.66% 4,108 3,839 (269) -6.55% 1.250.000 1 225 000 -- 24 250 23 750 43 504 40 172 3 332 -7.66% 4 285 4 004 281 x.56% 1.300,0001 1,274,000 25,250 24,730 45,295 41,827 (3,468) -7.66% 4,461 4,169 (292) -6.55% 1,350,000 1,323,000 .26,250 25,710 47,086 43,482 3,604 -7.65% 4,638 4,334 304 $.55% 1.400,0001 1,372,000 27,250 26,690 48,877 45,136 (3,741) -7.65% 4,814 4,499 (315) -6.54% 1,450,0001 1,421,000 28,250 27,670 50,668 46,791 (3,877) -7.65% 4,991 4,664 (327) -6.55% 1,500.0001 1,470,000 29,250 28.6501 52,459 48,446 4,013 -7.65% 5,167 4,829 338 -6.54% 1.550.0001 1,519 000 30,250 29.630 54,249 50.100 (4,149) -7.65% 5.344 4.994 350 -6.55% 1.600.0001 1,568,000 31 250 30,610 56,040 51,755 - (4,285) -7.65% 5,520 5.159, 361 -6.54% 1.650.0001 1,617,000 32 250 31.590 57,831 53 410 (4,421) -7.64% 5,697 5.324 373 -6.55% 1.700.0001 1,666,000 33 250 32,570 59,622 55 064 (4,558) -7.64% 5,873 5,489 384 396 -6.54% 1.750.0001 1,715,000 34 250 33 550 61 413 56 719 (4,694 -7.64% 6,050 5,654 407 -6.55% -6.54% 1.800.0001 1.764.000 35 250 34.530 61204 58,374 (4.830) -7.64% 6,226 6,403 5,819 5,984 419 -6.54 1.850.0001 1.900.0001 1,813,000 1,862,000 36 250 37 250 35,510 36.490 64.9941 66.785 60 028 61.683 (4.966) (5, 02 -7.64% -7.64% 6,579 6,149 430 -6.54% 1.950.0001 1,911,000 38 250 37,470 68 576 63,3T8 (5,238) -7.64% 6.756 6,314 442 453 -6.54% -6.53% 2.000.000 1 960 000 39.250 38,450 70 367 64,992 (5,375) -7.64% 6-93 6.479 464 -6.53% 2 050 000 2,009,000 40 250 39,430 72,158 66,647 (5,511) -7.64% 7.10 7,285 6.6451 6.810 475 -6.52% 2 100 000 2.058.000 41 250 42 250 40.410 41.390 73 949 75,739 68,302 69.9561 (5,647) (5,783) -7.64% -7.64% 7,462 6,975 487 -6.53% 2 150 000 2 200 000 2,107,000 2,156,000 43 250 42,370 77,530 71.611 (5.919) -7.63% 7,639 7 140 499 -6.53% 2,250,000 2 205 000 44,250 43,350 79,321 73,266 (6,055) -7.63% 7,815 7,305 510 522 -6.53% -6.53% 2.300.000. 2,254,000 45 250 44,330 81,112 74,920 (6,192) -7.63% 7,992 8.168 7,470 7.635 533 -6.53% 2.350.000 2 303 000 46,250 45,310 82,903 76,575 (6,328) 6 -7.63% -7.63% 8,345 7,800 545 -6.53% 2,400,000 2,450,000 2 352 000 2 401 000 47 250 48 250 46 290 47 270 84 694 86 484 78 230 79 884 464 (6,600 -7.63% 8,521 7 965 556 6.53% 2,500,000 2 450 000 49,2501 48,2501 88,275[ 81,539, 6 736 7.83% 8 698 8 130 568 x.53% • - Assumes School District 273 Watershed 3, Taxes Calculated Include Market Value Rates for School 8 ON • f��RPCIIL°+'TCO C CITY OF EDINA, MINNESOTA 2005 ANNUAL BUDGET A. - o e En N�o �0 2005 ANNUAL BUDGET TABLE OF CONTENTS SUMMARY OF REVENUES & EXPENDITURES Overview Revenue by Fund & Source Expenditures by Fund & Source Property Tax Levy GENERAL GOVERNMENT Overview Mayor & Council Administration Planning Finance Election Assessing Legal & Court Services PUBLIC WORKS Overview Administration Engineering Supervision Payroll Distribution Street Maintenance Street Lighting Traffic & Street Name Signs Traffic Control Bridges /Guard Rails Retaining Wall Maintenance Sidewalks /Ramps /Parking Lots PAGE 1 -2 3 -'4 5 6 7- 8 9 -10 11 - 12 13-14 15-16 17-18 19 -20 21-.22 23-24 25 -26 27 -30 31 -32 33 -34 35-36 37-38 39-40 41-44 491NA �1r1. �1 o e �, )0 2005ANNUAL BUDGET v a TABLE OF CONTENTS. IV. PUBLIC SAFETY Overview Police Protection Civilian Defense Animal Control Fire Protection Public Health Inspections V. PARK & RECREATION Overview Administration Recreation Payroll Distribution Maintenance VI. 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 - 80 81- 82 83- 84 85- 86 87-. 88 89- 90 91- 94 95- 96 97- 98 99-100 100-102 .Summary Of Revenues. & Expenditures. Misc. Rev�� � 4.7% Court Fines 3.7% Fees & Charges 8.6% Licenses & Permits 8.4% Revenue Overview Total Revenues Distribution by Type Intgov't Aid 3.5% Taxes T1.5% Expenditure Overview EqL Commodi 4.5% Contractual Services 13.1% Total Expenditures Distribution by Type Central Services 10.2% Public Works 71 Ro/ General Government 13.6% Total Expenditures Distribution by Area cries .5% blic Safety 49.1% Park & Rec. Non- 13.2% Departmental 2.3% CITY OF EDINA ANNUAL BUDGET PAGE - 1 FUND: GENERAL REVENUE SUMMARY REVENUES SUMMARY 2002 2003 2004 2005 DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED GENERAL FUND: TAXES: PROPERTY TAXES $15,305,796 $15,607,503 $16,489,129 $16,489,129 $17,772,350 PENALTIES AND INTEREST 13,934 22,504 15,000 15,000 15,000 MARKET VALUE CREDIT 623,980 0 (528,756) (528,756) (528,756) LOSS DUE TO ABATEMENTS 0 0 100,000 100,000 100,000 TOTAL TAXES 15,943,710 15,630,007 15,875,373 15,875,373 17,158,594 LICENSE AND PERMITS: HEATNENT LICENSE 28,105 43,332 22,200 22,200 23,000 BUILDING PERMITS 1,218,055 1,399,037 1,298,300 1,298,300 1,3.00,000 PLUMBING PERMITS 146,209 152,563 124,200 124,200 110,690 MECHANICAL PERMITS 233,090 241,901 237,400 237,400 250,910 WATER CONNECTION 0. 8,000 0 0 0 DOG LICENSES 10,984 13,903 12,100 12,100 12,500 BEER LICENSE 9,844, 10,859. 13,355 13,355 10,000 WINE LICENSE 22,000 25,167 20,400 20,400 25,000 LIQUOR LICENSE 94,963 95,803 88,390 88,390 96,000 PARKING RAMP 1,800 2,350 3,300 3,300 3,300 OTHER PERMITS 8 LICENSES 2,175 5,553 1,600' 1,600 2,000 SPRINKLER PERMITS 20,371 25,867 28,000 28,000 28,500 ALARM PERMITS 8,373 8,995 9,000 9,000 9,270 TOBACCO LICENSE 8,400 9,395 8,500 8,500 8,925 FOOD ESTABLISHMENT LICENSE 79,931 82,122 84,000 84,000 88,200 FOOD VENDING LICENSE 3,105 3,345 2,800 2,800 2,940 POOL LICENSE 19,965 21,205 21,000 21,000 22,050 AMUSEMENT DEVICE LICENSE 1,545 1,440 1,500 1,500 1,575 LODGING LICENSE 141 141 150 150 158 GARBAGE COLLECTORS LICENSE 10,935 13,610 11,000 11,000 11,550 PARKING GARAGE LICENSE 2,400 2,800 2,500 2,500 2,625 SIGN PERMIT 12,405 10,095 9,100 9,100 11,000 ROAD RESTRICTION PERMITS 4,410 -4,780 5,900 5,900 5,000 TOTAL LICENSES AND PERMITS 1,939,206 2,182,263 2,004,695 2,004,695 2,025,193 FEES AND CHARGES: BLDG CODE COMPLIANCE 1,383 188 2,700 2,700 300 OTHER BUILDING FEES 2,722 1,268 0 0 1,500 LIQUOR PENALTIES 4,500 2,000 0 0 0 OTHER CITY CLERK FEES 10,110 9,163 0 0 0 VENTILATION SYSTEM 13,990 14,400 14,500 14,500 15,000 SPECIAL HAZARD PERMITS 2,900 2,525 3,300 3,300 3,400, FALSE ALARMS FIRE 2,800 4,100 25,000 25,000 13,000 OTHER FIRE FEES 2,955 5,046 4,000 4,000 4,200 AMBULANCE 1,269,045 1,065,177 1,050,000 1,050,000 1,081,500 CITY OF EDINA ANNUAL BUDGET PAGE - 2 FUND: GENERAL REVENUE SUMMARY REVENUES SUMMARY 2002 2003 2004 2005 DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED FEES AND CHARGES: DOG IMPOUNDING FEES 7,902 1,861 2,800 2,800 3,700 FALSE ALARMS POLICE 41,025 36,250 90,000 90,000 65,000 SAFETY /SECURITY CONTRIBUTION 145,818 100,300 157,000 157,000 151,600 OTHER POLICE FEES 5,321 7,503 4,000- 4,000 4,000 RIGHT OF WAY FEE 29,800 11,059 5,300 5,300 10,000 ENGINEERING & CLERICAL 26,906 105,885 78,800 78,800 90,000 STREET OPENING FEES 0 0 11,800 11,800 0 CURB CUT FEE 2,703 3,180 3,400 3,400 3,800 ENGINEERING FEES -7,810 6,970 12,200 12,200 18,000 UNDERGROUND PARK INSPECTION 2,035 3,175 3,000 3,000 3,150 LAB FEES 65 - 0 0 0 0 FOOD PLAN REVIEW FEE_ 2,125 2,150 3,000 3,000 3,150 PLANNING FEES 22,385 29,235 25,500 25,500 27,000 OTHER FEES 8,307 7,327 6,500 6,500 6,500 HOUSING FOUNDATION CONTRACT 24,565 24,988 29,300 29,300 31,100 SERVICES HRA 67,412 22,196 20,000 20,000 20,000 ASSESSING SEARCHES 710 557 500 500 0 REGISTRATION FEES 65,616 81,777 75,000 75,000 77,250 PARK BACKGROUND CHECKS 0 0 6,945 6,945 0 SENIOR CENTER FEES 94,517 102,149 65,000 65,000 103,169 50TH & FRANCE ASSESSMENT 16,620 17,124 37,300 37,300 68,000 CHARGES TO OTHER FUNDS 167,424 172,320 247,728 247,728 263,616 TOTAL FEES AND CHARGES 2,049,471 1,839,873 1,984,573 1,984,573 2,067,935 FINES AND FORFEITURES: MUNICIPAL COURT FINES 910,407 785,227 900,000 900,000 900,000 OTHER REVENUES: INCOME ON INVESTMENTS $88,037 $68,344 $100,000 $100,000 $110,000 SALE OF PROPERTY 151,533 86,044 40,400 40,400 45,000 RENTAL OF PROPERTY 232,451 267,254 246,000 246,000 280,000 DONATIONS 17,507 5,026 1 0 0 0 MISCELLANEOUS REVENUE 12,887 5,021 5,000 5,000 5,000 CONTRIBUTION FROM LIQUOR 0 0 666,500 666,500 686,500 TOTAL OTHER REVENUES 502,415 431,689 1,057,900 1,057,900 1,126,500 INTERGOVERNMENTAL AID: FEDERAL AID 21,052 315,517 113,800 113,800 51,400 STATE AID MAINTENANCE 195,000 195,000 195,000 195,000 195,000 OTHER STATE AID 104,807 214,765 177,814 177,814 176,634 POLICE AID 306,732 320,482 300,000 300,000 310,000 COUNTY HEALTH AID 161,184 36,222 0 0 0 TOTAL INTERGOVERNMENT AID 788,775 1,081,986 786,614 786,614 733,034 TOTAL OPERATING REVENUE $22,133,984 $21,951,045 $22,609,155 $22,609,155 $24,011,256 CITY OF EDINA ANNUAL BUDGET PAGE - 3 FUND: GENERAL EXPENDITURE SUMMARY SUMMARY OF EXPENDITURES 2002 2003 2004 2005 DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED GENERAL FUND: GENERAL GOVERNMENT: MAYOR & COUNCIL $70,870 $77,017 $78,259 $78,259 $73,981 ADMINISTRATION 853,677 888,419 935,140 935,140 959,173 PLANNING 320,375 337,665 376,349 376,349 368,571 FINANCE 544,959 538,631 566,910 566,910 585,110 ELECTIONS 189,956 31,746 122,585 122,585 117,467 ASSESSING 599,880 562,864 709,538 709,538 740,153 LEGAL & COURT SERVICES 436,707 305,215 408,000 408,000 410,000 TOTAL GENERAL GOVERNMENT $3,016,424 $2,741,557 $3,196,781 $3;196,781 $3,254,455 PUBLIC WORKS: ADMINISTRATION $144,309 $156,396 $172,458 $172,458 $177,433 ENGINEERING 593,600 608,867 705,145 705,145 755,259 SUPERVISION 754,219 414,442 388,830 388,830 382,344 STREET MAINTENANCE 2,351,754 2,518,956 2,399,521 2,399,521 3,216,494 STREET LIGHTING 352,786 357,157 447,438 447,438 411,320 STREET NAME SIGNS 93,899 103,910 103,459 103,459 49,900 TRAFFIC CONTROL 144,942 116,295 182,103 182,103 129,100 BRIDGES /GUARD RAILS 19,056 26,238 29,863 29,863 9,500 RETAINING WALL MAINTENANCE 12,028 12,974 26,954 26,954 20,090 SIDEWALKS, RAMPS & PARKING LOTS 87,027 122,344 172,534 172,534 90,185 TOTAL PUBLIC WORKS $4,553,620 $4,437,579 $4,628,305 $4,628,305 $5,241,625 PUBLIC SAFETY: POLICE PROTECTION $5,693,517 $5,749,647 $6,384,666 $6,3.84,666 $6,593,341 _ CIVILIAN DEFENSE 33,832 32,085 45,109 45,109 43,320 ANIMAL CONTROL 78,488 40,583 71,603 71,603 74,982 FIRE PROTECTION 3,339,349 3,751,107 3,674,611 3,674,611 3,932,476 PUBLIC HEALTH 473,632 422,201 420,052 420,052 443,641 INSPECTIONS 588,062 660,016 666,845 666,845 692,305 TOTAL PUBLIC SAFETY $10,206,880 $10,655,639 $11,262,886 $11,262,886 $11,780,065 PARK & RECREATION: ADMINISTRATION. $595,852 $621,199 $633,439 $633,439 $648,724 RECREATION 258,949 309,707 340,328 340,328 351,814 MAINTENANCE 1,804,253 1,820,249 2,027,108 2,027,108 2,177,191 TOTAL PARK DEPARTMENT $2,659,054 $2,751,155 $3,000,875 $3,000,875 $3,177,729 CITY OF EDINA ANNUAL BUDGET PAGE - 4 FUND: GENERAL EXPENDITURE SUMMARY SUMMARY OF EXPENDITURES 2002. 2003 2004 2005 DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED NON - DEPARTMENTAL EXPENSES: CONTINGENCIES $22,102. $244,707 $119,431 $119,431 $123,014 SPECIAL ASSESSMENTS 40,380 28,188 27,000 27,000 28,000 CAPITAL PLAN APPROPRIATION 50,000 50,000 50,000 50,000 50,000 FIRE DEPT. DEBT SERVICE 83,761 83,761 0 0 0 EMPLOYEE PROGRAMS 69,173 132,308 126,724 126,724 130,000 COMMISSIONS 8 SPEC. PROJECTS 180,513 189,323 197,153 197,153 226,368. TOTAL NON - DEPARTMENTAL .$445,929 $728,287 n $520,308 $520,308 $557,382 TOTAL OPERATING EXPENDITURES $20,881,907 $21;314,217 $22,609,155 $22,609;155_ $24,011,256 City of Edina . Property Tax Levies 2002 2003 2004 2005 General Fund Levy $15,990,256 $16,171,875 $16,489,129 $17,772,350 City Hall Debt Service 1,000,000. 1,026,437 1,028,837 1,058,840 Equipment Certificates 0 586,163 604,275 162,200 Total Property Tax Levy $18,993,390 $16,990,256 $17,784,475 $18,122,241 Total Property Tax Levy Increase 4.81%. 17.67% 4:67% 1.90% Park Bond Market Value Levy $738,347 $674,162 $721,967 $686,662 Park Bond Market Value Increase /(decrease) 1.60% -1.82% -2.22% -4.89% General Government General Government Overview General Government Distribution by Area Legal &Court Services Mayor & Council 2 3% 12.6% Assessing 22.7% Ele, 3 Commodities 0.5% Contractual Services 24.1% Finance 18.0% iministration 29.5% ling General Government Distribution by Expenditure Central Services Equipment 7.5% 0.8% laries 1.2% CITY OF EDINA ANNUAL BUDGET PAGE - 5 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT MAYOR & COUNCIL 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. 2004 2005 % Total Mayor & Council Budget $78,259 $73,981 - 5.47% CITY OF EDINA ANNUAL BUDGET PAGE - 6 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT MAYOR & COUNCIL 1100 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $28,507 $27,556 $27,450 $27,450 $27,450 6030 PENSIONS 34 904 1,518 1,518 1,518 6034 SOCIAL SECURITY 81 . 2,108 2,100 2,100 2,100 6045 WORKERS COMPENSATION 3 86 91 91 69 28,625 30,654 31,159 31,159 31,137 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 1,372 1,025 400 400 900 6106 MEETING EXPENSE 2,517 6,066 3,700 3,700. 3,800 3,889 7,091 4,100 4,100, 4,700 COMMODITIES: 6406 GENERAL SUPPLIES 388 189 1,000 1,000 1,100 CENTRAL SERVICES: 6803 GENERAL 25,344 24,695 22,476 22,476 22,152 6804 CITY HALL 12,624 14,388 19,524 19,524 14,892 37,968 39,083 42,000 42,000 37,044 TOTAL MAYOR & COUNCIL $70,870 $77,017 $78,259 $78,259 $73,981 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 Total Administration Budget 2004 2005 % 935,140 $959,173 2.57% I• i CITY OF EDINA ANNUAL BUDGET " PAGE - 8 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT ADMINISTRATION 1120 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $553,823 $561,434 $584,367 $584,367 $603,653 6011 OVERTIME 4,175 4,568 5,508 5508 6,180 6030 PENSIONS 1,171 31,071 32,620 32,620 33,724 6034 SOCIAL SECURITY 1,633, 41,042 42,067 42,067 42,926 6040 FLEX PLAN 2,301 55,901 56,430 56,430 58,410 6045 WORKERS COMPENSATION 125 3,406 3,735 3,735 3,179 563,228. 697,422 724,727. 724,727 748,072 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 3,429 12,791 13,000 13,000 13,000 6104 CONTINUING EDUCATION 3,417 2,958 4,000 4,000 5,000 6105 DUES & SUBSCRIPTIONS 50,553 49,588 54,000 54,000 55,000 6106 MEETING EXPENSE 1,894 2,496 3,000 3,000 3,000 6107 MILEAGE 17,560 16,345 17,500 17,500 18,000 6120 LEGAL ADVERTISEMENTS 13,848 16,093 16,000 16,000 16,000 6160 DATA PROCESSING HR 14,042 26,205 29,000 29,000 31,000 6188 TELEPHONE 1,117 1,144 1,300 1,300 1,300 105,860 127,620 137,800 137,800 142,300 COMMODITIES: 6405 BOOKS AND PAMPHLETS 162 45 300 300 300 6406 GENERAL SUPPLIES 2,565 1,088, 1,800 1,800 1,900 6575 PRINTING 434 34 300 300 300 3,161 1,167 2,400 2,400. 2,500 CENTRAL SERVICES: 6803 GENERAL 159,396 36,974 39,804 39,804 41,292 6804 CITY HALL 20,328 23,172 22,788 22,788. 17,376 6808 EQUIPMENT OPERATION 1,704 2,064 1,800 1,800 1,812 181,428 62,210 64,392 64,392 60,480 EQUIPMENT: 6710 REPLACEMENT 0 0 5,821 5,821 5,821 TOTAL ADMINISTRATION $853,677 $888,419 $935,140 $935,140 $959,173 CITY OF EDINA ANNUAL BUDGET PAGE - 9 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT PLANNING 1140 SUMMARY OF PERFORMANCE MEASURES Planning -1140: Personal services consist of 3 & 3/4 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, the zoning ordinance, the subdivision ordinance, the Metro Rental Assistance Program, and the Federal Community Development Block Grant program, and East Edina Housing Foundation. programs. Explanation of Change: • Professional Services has been reduced by $10,000. 2004 2005 % Total Planning Budget $376,349 $368,571 -2.07% Ll CITY OF EDINA ANNUAL BUDGET PAGE -10 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT PLANNING 1140 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $227,123 $234,691 $239,808 $239,808 $247,225 6011 OVERTIME 1,515 .1,085 2,958 2,958 3,090 6030 PENSIONS 501 13,414 13,425 13,425 13,842 .6034 SOCIAL SECURITY 705 19,499 18,572 18,572 19,042 6040 FLEX PLAN 1,008 21,498 25,035 25,035 25,935 6045 WORKERS COMPENSATION .64 1,851 1,981 1,981 1,557 230,916, 292,038 301,779 301,779 310,691 CONTRACTUAL SERVICES: 6,103 PROFESSIONAL SERVICES 4,035 9,600 20,000 20,000 10,000 6104 CONTINUING EDUCATION 55 199 1,300 1,300 1,300 6105 DUES & SUBSCRIPTIONS 115 115 500 500 500 6106 MEETING EXPENSE 8 0 100 100 100 6107 MILEAGE 3,515 3,387 3,520 3,520 3,600 7,728 13,301 25,420 25,420 15,500 COMMODITIES: 6405 BOOKS AND PAMPHLETS 0 0 100 100 100 6406 GENERAL SUPPLIES 72 420 500 500 500 6408 PHOTOGRAPHIC SUPPLIES 0 0 100 100 100 6575 PRINTING 695 456 515 515 700 767 876 1,215 1,215 1,400 CENTRAL SERVICES: 6803 GENERAL 75,180 24,850 25,248 25,248 25,716 6804 CITY HALL 5,784 6,600 17,652 17,652 13,464 80,964 31,450 42,900 42,900 39,180 EQUIPMENT: 6710 REPLACEMENT 0 0 5,035 5,035 1,800 TOTAL PLANNING $320,375 $337,665 $376,349 $376,349 $368,571 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 & Y2 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 2003, the Finance Department issued 13,000 payroll checks on a payroll of over $18,000,000 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 2003 • Performing financial analysis on investments and various proposals 2004 2005 % Total Finance Budget $566,910 $585,110 3.21% CITY OF EDINA ANNUAL BUDGET PAGE - 12 FUND: -T FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT FINANCE 1160 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $305,566 $327,388 $333,995 $333,995 $34.8,735 6011 OVERTIME 1,141 1,579 1,836 1,836 1,891. 6030 PENSIONS 673 18,192 18,571 18,571 19,390 6034 SOCIAL SECURITY 935 24,725 24,763 24,763 25,709 6040 FLEX PLAN 1,481 35,715 37,620 37,620 38,940 6045 WORKERS COMPENSATION 67 1,956 2,125 2,125 1,825 309,863 409,555 418;910 418910 436,490 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 2,872 1,698 2,500 2,500 2,600 6105 DUES & SUBSCRIPTIONS 735 745 800 800 800 6107 MILEAGE 6,644 3,241 6,800 6;800 3,600 6130 .ANNUAL AUDIT 5,000 7,000 8,000 8,000 10,000 6160 DATA PROCESSING -LOGIS 90,690 79,480 75,000 75,000 79,000 105,941 92,164 93,100 93,100 96,000 COMMODITIES: 6405 BOOKS AND PAMPHLETS 78 84 100 100 100 6406 GENERAL SUPPLIES 1,333 504 2,000 2,000. 2,000 1,411 588 2,100 2,100 2,100 CENTRAL SERVICES: 6803 GENERAL 94,512 24,744 29,316 29,316 31,224 6804 CITY HALL 10,152 11,580 17,664 17,664 13,476 104,664 36,324 46,980 46,980 44,700 EQUIPMENT: 6710 REPLACEMENT 23,080 0 5,820 5,820 5,820 TOTAL FINANCE $544,959. $538,631 $566,910 $566,910 $585,110 CITY OF EDINA ANNUAL BUDGET PAGE - 13 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT ELECTIONS 1180 SUMMARY OF PERFORMANCE MEASURES Elections -1180: Personal services consist of 1 full time person of which '/2 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.. Explanation of Change: • Equipment replacement has been eliminated as we will not purchase new election equipment unless there is federal funding. 2004 2005 % Total Elections Budget $122,585 $117,467 -4.18% C CITY OF EDINA ANNUAL BUDGET PAGF - 14 FUND: FUNCTION: AREA.. ROGRAM: GENERAL GENERAL GOVERNMENT ELECTIONS 1180 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $151,068 $20,551 $71,021 $71,021 $73,507 6030 PENSIONS 89 689 3,927 3,927 4,065 6034 SOCIAL SECURITY 123 1,016 5,433 5,433 5,623 6040 FLEX PLAN 271 1,762 6,840 6,840 7,080 6045 WORKERS COMPENSATION 6 64 251 251 272 151,557 24,082 87,472 87,472 90,547 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 5,071 0 3,331 3,331 3,431 6104 CONTINUING EDUCATION 0 0 0 0 2,100 6106 MEETING EXPENSE 142 0 0 .0 0 6107 MILEAGE 50 0 241 241 248 6120 LEGAL ADVERTISEMENT 490 0 205 205 211 6151 EQUIPMENT RENTAL 455 0 525 525 541 6235 POSTAGE 129 0 8,168 8,168 8,413 6,337 0 12,470 12,470 14,944 COMMODITIES: 6406 GENERAL SUPPLIES 3,276 0 2,563 2,563 2,640 6575 PRINTING 3,146 0 2,563 2,563 2,640 6,422 0 5,126 5,126 5,280 CENTRAL SERVICES: 6803 GENERAL 16,308 7,664 6,324 6,324 6,696 EQUIPMENT: 6710 REPLACEMENT 9,332 0 11,193 11,193 0 TOTAL ELECTIONS $189,956 $31,746 $122,585 $122,585 $117,467 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 20,701 real estate parcels. In addition, once every six years the department must appraise. all exempt properties. All factors which may affect value are considered and then accepted approaches (cost, market and income approach) to value a property 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. All of the departments work culminates each year with.the Board of Review. Thousands of inquiries and reviews are handled each year prior to that meeting. Because of the subjective nature of valuing real estate and determining classifications, dozens of tax court petitions and scores of abatements and individual appeals /reviews are processed annually. In. addition, dissemination of ,general and specific information, homesteads, explanation of processes and procedures, trial preparation and negotiations with taxpayers or their legal representatives are on- going functions. See 2004 Assessment calendar for further detail. Throughout the year, 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. Please refer to the 2004 Board of Review book for a more detailed explanation of Assessment Performance Measures. In addition to the above mentioned services, the Assessing Department is also responsible for computing, notifying, spreading, and collection of special assessments. Explanation of Change: Telephone — wireless airtime of $2,900 was added for new PDS system. Postage is included .in LOGIS budget. Total Assessing Budget 2004 $709,538 2005 % $740,153 4.31% CITY OF EDINA ANNUAL BUDGET PAGE -16 FUND: FUNCTION: AREA. PROGRAM: GENERAL GENERAL GOVERNMENT ASSESSING 1190 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT.. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $398,018 $340,181 $428,445 $428,445 $456,603 6030 PENSIONS 867 18,495 23,693 23,693 25,250 6034 SOCIAL SECURITY 1,197 26,605 32,776 .32,776 34,692 6040 FLEX PLAN 1,838 34,073 47,880 47,880 49,560 6045 WORKERS COMPENSATION 107 2,486 3,327 3,327 2,726 402,027 421,840 536,121 536,121 568,831 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 0 8,697 13,296 13,296 14,000 6104 CONTINUING EDUCATION 2,808 3,975 5,500 5,500 6,000 6105 DUES & SUBSCRIPTIONS 4,653 4,384 5,000 5,000 6,500 6106 MEETING EXPENSE 179 71 1,000 1,000 1,100 6107 MILEAGE 3,665 2,778 4,000 4,000 4,800 6160 DATA PROCESSING -LOGIS 44,973 63,085 61,230 61,230 65,340 6188 TELEPHONE 0 0 0 0 2,900 6235 POSTAGE 6,123 4 7,020 7,020 0 62,401 82,994 97,046 97,046 100,640 COMMODITIES: 6406 GENERAL SUPPLIES 656 5,183 1,333 1,333 1,800 6575 PRINTING 0 265 585 585 600 656 5,448 11918 1,918 2,400 CENTRAL SERVICES: 6803 GENERAL 119,520 35,470 33,816 33,816 35,820 6804 CITY HALL 10,152 11,580 20,160 20,160 15,372 6808 EQUIPMENT OPERATION 5,124 5,532 5,172 5,172 5,136 134,796 52,582 59,148 59,148 56,328 EQUIPMENT: 6710 REPLACEMENT 0 0 15,305 15,305 11,954 TOTAL ASSESSING $599,880 $562,864 $709,538 $709,538 $740,153 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 2003: Arraignments 5,518 . Pre - trials 689 Court Trials 186 Jury Trials 111 Total 6,504 ITotal Legal & Court Services Budget 2004 2005 % .$408,000 $410,000 0.49% CITY OF EDINA ANNUAL BUDGET PAGE - 18 FUND: FUNCTION: T-AR E A. PROGRAM: GENERAL GENERAL GOVERNMENT LEGAL & COURT SERVICES 1195 SUMMARY OF EXPENDITURES . 2002 2003 2004. 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED. BUDGETED CONTRACTUAL SERVICES: 6103 PROSECUTING $230,966 $211,493 $248,000 $248,000 $255,000. 6131 CIVIL 160,816 56,776 92,000 92,000 95,000 6170 HENNEPIN COUNTY BOOKING CHARGE 9,774 10,745 18,000 18,000 15,000 6225 ROOM & BOARD PRISONERS 35,151 26,201 50,000 . 50,000 45,000 TOTAL LEGAL & COURT SERVICES $436,707 $305,215 $408,000 $408,000 $410,000 Public Works Public Works Overview Public Works Distribution by Area Street Lighting Street Signs 7.8% 1.0% Sidewalks, Ramps 1.7% Traffic Ctrl 2.5% " f Administration 3.4% Engineering 14.4% Street Maint. 61.4% Supervision 7.3% Retaining Walls 0.4% Bridges 0.2% Public Works Distribution by Expenditure Central Services 14.1% Equipment3. 10.0% , ; Salaries 49.2% Commodities 12.6% Contractual Services 14.1% CITY OF EDINA ANNUAL BUDGET PAGE-19 FUND: - FUNCTION: AREA: PROGRAM: GENERAL I PUBLIC WORKS. I ADMINISTRATION 1 1240 SUMMARY OF PERFORMANCE MEASURES Public Works Administration -1240: Personal services consist of 1 & Y2 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. 2004 Total Public Works Budget $4,628,305 Explanation of Change: 2005 % $5,241,625 13.25.% • $22,000 was added to the Engineering department to fund the traffic safety position and summer part time help. • $344,000 was added to equipment replacement. CITY OF EDINA ANNUAL BUDGET PAGE - 20 FUND: FUNCTION: AREA: P ROGRAM: GENERAL PUBLIC WORKS ADMINISTRATION 1240 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $102,213 $113,920 $121,941 $121,941 $127,694 6030 PENSIONS. 94 6,250 6,743 6,743 7,061 6034 SOCIAL SECURITY 127 8,343 8,400 8,400 8,319 6040 FLEX.PLAN 205 6,505 10,260 10,260 1.0,620 6045 WORKERS COMPENSATION 3 847 962 962. 787 102,642 135,865 148,306 148, 306 154,481 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 928 556 900 900 1,000 6105 DUES & SUBSCRIPTIONS 585 320 600 600 500 6107 MILEAGE 388 3,376 3,500 3,500 3,560 6188 CELL PHONE 0 0 300 300. 300 1,901 4,252 5,300 5,300 5,300 COMMODITIES: 6406 GENERAL SUPPLIES 226 2 0 0 0 CENTRAL SERVICES: 6803 GENERAL 36,624 12,953 10,908 10,908 11,592 6804 CITY HALL 2,916 3,324 7,944 7,944 6,060 39,540 16,277 18,852 18,852 17,652 TOTAL ADMINISTRATION $144,309 $156,396 $172,458 $172,458 $177,433 CITY OF EDINA ANNUAL BUDGET PAGE - 21 FUND: FUNCTION: AREA: PROGRAM: 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 supe.rvises.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: PROGRAM: GENERAL PUBLIC WORKS ENGINEERING 1260 SUMMARY OF EXPENDITURES 2002 .. 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $346,444 $324,144 $419,682 $419,682 $463,777 6011 OVERTIME 23,641 15,258 2,652 2,652 2,781 6030 PENSIONS 562 17,941 23,355 - 23,355 25,801 6034 SOCIAL SECURITY 791 26,378 32,309 32,309 35,692 6040 FLEX PLAN 1,337 34,599 51,300 51,300 53,100 6045 WORKERS COMPENSATION 31 2,020 3,085 3,085 2,876 372,806 420,340 532,383 532,383 584,027 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 23,293 48,302 30,600 30,600 32,000 6104 CONTINUING EDUCATION. 3,513 3,367 3,500 3,500 3,600 6105 DUES & SUBSCRIPTIONS 610" 940 1,000 1,000 1,000 6106 MEETING EXPENSE 501 1,650 500 500 550 6107 MILEAGE 3,399 297 2,700 2,700 3,300 6188 CELL PHONE 2,665 2,573 3,100 3,100 2,600 33,981 57,129 41,400 41,400 43,050 COMMODITIES: 6406 GENERAL SUPPLIES 4,692 6,181 8,800 8,800 9,500 :6548 BLUEPRINTING /CAD 1,288 466 2,400 2,400 2,000 6577 LUMBER & TOOLS 3,146 2,006 2,000 2,000 2,000 9,126 8,653 13,200 13,200 13,500 CENTRAL SERVICES: 6803 GENERAL 132,600 28,976 29,556 29,556 31,704 6804 CITY HALL 10,152 11,580 23,808 23,808 18,156 6808 -EQUIPMENT OPERATION 14,592 16,584 18,048 18,048 18,072 157,344 57,140 71,412 71,412 67,932 EQUIPMENT: 6710 REPLACEMENT 20,343 65,605 46,750 46,750 46,750 TOTAL ENGINEERING $593,600 $608,867 $705,145 $706,145 $755,259 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: AREA: PROGRAM: GENERAL PUBLIC WORKS SUPERVISION 1280-1281 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED SUPERVISION - 1280 PERSONAL SERVICES: 6010 PAYROLL $126,115 $118,486 $135,1,00 $135,100 $140,265 6011 OVERTIME 1,659 1,474 3,825 3,825 4,017 6030 PENSIONS 513 6,632 7,682 7,682 7,979 6034 SOCIAL SECURITY 712 9,134 10,628 10,628 11,038 6040 FLEX PLAN 899 13,714 17,100 17,100 17,700 6045 WORKERS COMPENSATION 73' 751 867 867 745 129,971 150,191 175,202 175,202 181,744 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 1,169 1,779 21500 2,500 2,600 6105 DUES & SUBSCRIPTIONS 130 49 500 500 300 6188 CELL PHONE 4,171 366 3,000 3,000 3,100 6270 GOPHER ONE STATE 3,911 5,560 3,100 3,100 3,200 6271 HAZ. WASTE DISPOSAL 5,941 5,397 8,000 8,000 8,000 • 15,322 13,151 17,100 17,100 17,200 CENTRAL SERVICES: 6803 GENERAL 505,020 120,774 81,360 81,360 84,084 6806 PUBLIC WORKS BUILDING 34,800 35,664 37,176 37,176 38,340 6808 EQUIPMENT OPERATION 2,628 17,268 17,352 17,352 17,376 542,448 173,706 135,888 135,888 139,800 TOTAL SUPERVISION $687,741 $337,048 $328,190 $328,190 $338,744 TRAINING -1281 PERSONAL SERVICES: 6010 PAYROLL $46,259 $47,087 $30,616 $30,616 $25,000 BENEFITS 0 13,400 9,224 9,224 0 46,259 60,487 39,840 39,840 25,000 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 20,219 16,312 20,000 20,000 18,000 COMMODITIES: 6579 TRAINING AIDS 0 595 800 800 600 TOTAL TRAINING $66,478 $77,394 $60,640 $60,640 $43,600 TOTAL SUPERVISION & TRAINING $754,219 $414,442 $388,830 $388,830 $382,344 -CITY OF EDINA ANNUAL BUDGET PAGE - 2E FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS STREET DEPARTMENT SUMMARY OF PERFORMANCE MEASURES Street Department Payroll Summary - Distribution The Street Department consists of 28 personnel which include the following positions: 2 Team Leaders 1 Master Electrician 25 ' Heavy Equipment Operators, Equipment Operators, and Specialists Additionally, 8 summer employees are hired to assist in various projects. New program has the individuals placed in Step Program based on skill level. Street Maintenance $1,270,606 Charged to Other Funds: Central Services: City Hall 15,578 Public Works Building 34,686 Park Buildings 20,000 .Enterprise Funds 105,000 Total Street Payroll $1,445,870 Explanation of Change: The Street Maintenance department has shifted budgeting salary by activity to budgeting at a higher level. Actual activities worked on will still be recorded. CITY OF EDINA ANNUAL BUDGET PAGE - 26 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS STREET DEPARTMENT SUMMARY OF PERFORMANCE MEASURES This page is intentionally left blank. CITY OF EDINA ANNUAL BUDGET PAGE - 27 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS STREET MAINTENANCE 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: I PROGRAM: GENERAL PUBLIC WORKS STREET MAINTENANCE . 1301 -1310 SUMMARY OF EXPENDITURES - 2002 2003. 2004 2005 ACCT. DESCRIPTION ACTUAL ,ACTUAL PROPOSED ESTIMATED BUDGETED GENERAL MAINTENANCE -1301 PERSONAL SERVICES: 6.010 PAYROLL $364,433 $417,859 $369,688. $369,688 $1,185,866 6011 OVERTIME. 7,070 9,422 14,000 14,000 59,740 6030 PENSIONS 1,267 23,486 21;218 21,218 70,265 6034 SOCIAL SECURITY 1,756 33,543 29,352 29,352 97,201 6040 FLEX PLAN 2,968 51,371 51,368 51,368 170,980 6045 WORKERS COMPENSATION 718 14,001 13,655 13,655. 50,820 378,212 549;682 499,281 499,281 1,634,872: CONTRACTUAL SERVICES: 6103 PROFESSIONAL SVCS . 758 5,311 900 90Q 930 6151 EQUIP RENTAUCRUSHING 1,049 27,961 25,000 25,000 30,000. 6180 CONTRACTED REPAIR 17,967 8,684 21,000 21,000 15,000 6182 RUBBISH HAULING 4,992 4,641 4,500 4,500 5,000 6188 CELL PHONE 0 0. 0 0 1,500 6201 LAUNDRY 15,326 14,190 14,500 14,500 14,800, 40,092 60,787 65,900 65,900 67,230 COMMODITIES: 6406 GENERAL SUPPLIES 17,975 20,808 16,000 16,000 19,000 6517 SELECT MATERIALS 1,464 266 1,800 1,800 1,300 6518 ASPHALT MIX 12,252 10,883 15,000 15,000 14,000 6519 MC 1 OIL/RUB CRACK FILL 10,038 1,503 8,500 8,500 8,500 6520 CONCRETE (512) 146 1,000 1,000 1,030 6556 TOOLS 14,105 14,734 14,400 14,400 15,000 6610 SAFETY EQUIPMENT 14,784 12,687 14,000 14,000 14,000 70,106 61,027 70,700 70,700 72,830 CENTRAL SERVICES: 6808 EQUIPMENT OPERATION 580,692 511,392 512,544 512,544 512,988 TOTAL GENERAL MAINTENANCE $1,069,102 $1,182,888 $1,148,425 $1,148,425 $2,287,920 EQUIPMENT -1305_ EQUIPMENT: 6710 REPLACEMENT $371,901 $368,216 $131,416 $131,416 $475,374 TOTAL REPLACEMENT $371,901 $368,216 $131,416 $131,416 $475,374. STREET SWEEPING -1310 PERSONAL SERVICES 6010 PAYROLL $97,842 $84,355 $94,102 $94,102 $0 6011 OVERTIME 1,321 3,869 1,400 1,400 0 6030 PENSIONS 181 4,879 5,281 5,281 0 6034 SOCIAL SECURITY 246 6,786 7,306 7,306 0 6040 FLEX PLAN 485 12,192 12,786 12,786 0 6045 WORKERS COMPENSATION 103 2,964 3,399 3,399 0 100,178 115,045 124,274 124,274 0 COMMODITIES: 6523 BROOMS 12,657 17,618 14,500 14,500 15,000 6524 WEARING SHOES 347 1,090 100 100 500 -13,004 18,708 14,600 14,600 15,500 TOTAL STREET SWEEPING $113,182 $133,753 $138,874 $138,874 $15,500 CITY OF EDINA FUND: GENERAL UNCTION: PUBLIC WORKS NUAL BUDGET STREET MAINTENANCE SUMMARY OF PERFORMANCE MEASURES Street Renovation -1314: PAGE -29 PROGRAM: . 1314-1318 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 graders, 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 2002 2003 2003 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED RENOVATION - 1314 PERSONAL SERVICES: 6010 PAYROLL $257,440 $195,691 $210,633 $210,633 $0 6011 OVERTIME 6,810 8,279 2;000 2,000 0 6030 PENSIONS 36 10,998 11,759 11,759 0 6034 SOCIAL SECURITY 44. 15,907 16,266 16,266 0 6040 FLEX PLAN 74 22,701 28,467 28,467 0 6045 WORKERS COMPENSATION 20 7,043 • 7,567 7,567 0 264,424 260,619 276,692 276,692 0 CONTRACTUAL SERVICES: 6180 CONTRACTED REPAIR 141378 7,833 22,000 22,000 22,900 COMMODITIES: 6406 GENERAL SUPPLIES 3,418 6,830 7,000 7,000 7,000 6517 GRANULAR MATERIALS 42,481 32,408 43,000 43,000 44,300 6518 ASPHALT MIX 104,581 154,476 153,600 153,600 158,000 6519 EMUL. ASPHALT 39,872 31,291 46,000 46,000 42,000 6520 CONCRETE 46,220 45,842 40,000 40,000 46,000 236,572 270,847 289,600 289,600 297,300 TOTAL RENOVATION $515,374 $539,299 $588,292 $588,292 $320,200 SNOW & ICE REMOVAL - 1318 PERSONAL SERVICES: 6010 PAYROLL $129,085 $135,889 $181,917 $181,917 $0 6011 OVERTIME 25,110 26,113 32,000 32,000 0 6030 PENSIONS 401 8,959 11,830 11,830 0 6034 SOCIAL SECURITY 548 12,521 16,365 16,365 0 6040 FLEX PLAN - 953 19,306 28,639 28,639, 0 6045 WORKERS COMPENSATION 225 4,933 7,613 7,613 0 156,322 207,721 278,364 278,364 0 COMMODITIES: 6406 GENERAL SUPPLIES 6,504 3,855 8,100 8,100 8,300 6516 CALCIUM CHLOR. /DEICER 0 0 50 50 300 6517 SAND 12,000 12,423 31,000 31,000 31,900 6525 SALT 107,369 70,801 75,000 75,000 77,000 125,873 87,079 114,150 114,150 117,500 TOTAL SNOW & ICE REMOVAL $282,195 $294,800 $392,514 $392,514 $117,500 TOTAL STREET MAINTENANCE $2,351,754 $2,518,956 $2,399,521 $2,399,521 $3,216,494 CITY OF EDINA ANNUAL BUDGET PAGE - 31 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS STREET LIGHTING 1321 -1322 SUMMARY OF PERFORMANCE MEASURES i 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: PROGRAM: Fl GENERAL PUBLIC WORKS STREET LIGHTING - 1322 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT: DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED REGULAR -1321 PERSONAL SERVICES: 6010 PAYROLL $1,297 $179 $3,259 $3,259 $0 BENEFITS 0 44 982 982 0 1,297 223 4,241 4,241 0 CONTRACTUAL SERVICES: 6180 CONTRACTED REPAIRS 0 0 1,200 1,200 1,200, 6185 LIGHT & POWER 279,286 277,048 300,000 300,000 299,000 279,286 277,048 301,200 301,200 300,200 COMMODITIES: 6530 REPAIR PARTS 0 286 600 600 620 TOTAL STREET LIGHTING REGULAR $280,583 $277,557 $306,041 $306,041 $300,820 ORNAMENTAL -1322 -- PERSONAL SERVICES_ : 6010 PAYROLL $29,375 $25,819 $33,580 $33,580 $0 6030 PENSIONS 44 1,428 1,857 1,857 0 6034 SOCIAL SECURITY 62 2,016 - . 2,569 21569 0 6040 FLEX PLAN 74 2,354 4,496 4,496 0 6045. WORKERS COMPENSATION 22 766 1,195 1,195 0 29,577 32,383 43,697 43,697 0 CONTRACTUAL SERVICES: 6180 CONTRACTED REPAIRS 180 0 1,200 1,200 12,000 6185 LIGHT & POWER 26,423 21,904. 70,500 70,500 73,000 6188 CELL PHONE 0 0 - 0 0 1,000 26,603 21,904 71,700 71,700 86,000 COMMODITIES: 6406 GENERAL SUPPLIES 5,456 4,257 10,000 10,000 6,500 6530 REPAIR PARTS 10,567 21,056 16,000 16,000 18,000 26,000 16,023 25,313 26,000 24,500 TOTAL STREET LIGHTING ORNAMENTAL $72,203 $79,600 $141,397 $141,397 $110,500 TOTAL STREET LIGHTING $352,786 $357,157 $447,438 $447,438 $411,320 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: -T AREA: TRAFFIC 7 PROGRAM: GENERAL PUBLIC WORKS 8 STREET NAME SIGNS 1325 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $61,042 $57,690 $46,615 $46,615 $0 6030 PENSIONS_ 78 2,941 2,578 2,578 0 6034 SOCIAL SECURITY 100 4,249 3,566 3,566 0 6040 FLEX PLAN 215 7,825 6,241 6,241 0 6045 WORKERS COMPENSATION 45 1,843 1,659 .1,659 0 61,480 74,548 60,659 60,659 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 0 0 6,500 6,500 10,000 6188 CELL PHONE 0 0 0 0 400 0 0 6,500. 6,500 10,400 COMMODITIES: 6406 GENERAL SUPPLIES 13,648 10,138 13,500 13,500 12,000 6531 SIGNS & POSTS 16,571 19,224 22,000 22,000 26,700 6532 PAINT 2,200 0 800 800 800 32,419 29,362 36,300 36,300 39,500 TOTAL STREET NAME SIGNS $93,899 $103,910 $103,459 $103,459 $49,900 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET NCTION: AREA: PUBLIC WORKS TRAFFIC CONTROL PAGE - 35 LAM: 1330 -1335 SUMMARY OF PERFORMANCE MEASURES Traffic Signal Maintenance -1330: 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 rem_ aining 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: I AREA: PROGRAM: GENERAL PUBLIC WORKS TRAFFIC CONTROL 1330 -1335 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED TRAFFIC SIGNAL MAINTENANCE 1330 PERSONAL SERVICES: 6010 PAYROLL $14,267 $9,995 $20,147 $20,147 $0 6030 PENSIONS 23 .555 1,114 1,114 0 6034 SOCIAL SECURITY 33 809 1,541 1,541 0 6040 FLEX PLAN 35 750 2,697 2,697 0 6045 WORKERS COMPENSATION 12 300 717 717 oll 14,370 12,409 26,216 26,216 0 CONTRACTUAL SERVICES: 6180 CONTRACTED REPAIRS 6,076 (1,479) 8,000 8,000 8,200 6185 LIGHT & POWER 49,237 53,083 60,000 60,000 55,000 6215 EQUIPMENT MAINT. 32,746 7,222 28,000 28,000 35,500 88,059 58,826 96,000 96,000 98,700 COMMODITIES: 6406 GENERAL SUPPLIES 1,403 569 1,900 1,900 800 6530 REPAIR PARTS 2,882 3,808 6,000 6,000 7,300 4;285 4,377 7,900 7,900 8,100 TOTAL TRAFFIC SIGNAL MAINTENANCE $106,714 $75,612 $130,116 $130,116. $106,800 PAVEMENT MARKING -1335 PERSONAL SERVICES: 6010 PAYROLL $10,971 $13,499 $24,889 $24,889 $0 BENEFITS 0 3,848 7,498 7,498 0 10,971 17,347 32,387 32,387 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 1,249 598 1,400 1,400 600 COMMODITIES: 6406 GENERAL SUPPLIES 5,517 4,756 3,200 3,200 3,300 6532 PAINT & PAVE MARKING 20,491 17,982 15,000 15,000 18,400 26,008 22,738 18,200 18,200 21,700 TOTAL PAVEMENT MARKING $38,228 $40,683 $51,987 $51,987 $22,300 TOTAL TRAFFIC CONTROL $144,942 $116,295 $182,103 $182,103 $129,100 CITY OF EDINA ANNUAL BUDGET PAGE - 37 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS BRIDGES /GUARD RAILS 1343 SUMMARY OF PERFORMANCE MEASURES 1 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: PROGRAM: GENERAL PUBLIC WORKS BRIDGES /GUARD RAILS 1343 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT: DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $11,972 $15,033 $15,802 $15,802 $0 6030 PENSIONS 23 831 874 874 0 6034 SOCIAL SECURITY 29 1,128 1,209 1,209 0 6040 FLEX PLAN 61 2,001 2,116 2,116 0 6045 WORKERS COMPENSATION 13 504 562 562 0 12,098 19,497 20,563 20,563. 0 CONTRACTUAL SERVICES: '6103 PROFESSIONAL SERVICES 120 1,800 1,500 1,500 1,600 6151 EQUIPMENT RENTAL 0 0 800 800 700 .120 1,800 2,300 2,300 2,300 COMMODITIES: 6406 GENERAL SUPPLIES 1,783 2,111 3,000 3,000 3,000 6533. GUARD RAIL MATERIAL 5,055 2,830 4,000 4,000 4,200 6,838 4,941 7,000 7,000 7,200 TOTAL BRIDGES /GUARD RAILS $19,056 $26,238 $29,863 $29,863 i $9,500 CITY OF EDINA ANNUAL BUDGET PAGE - 39 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS RETAINING WALL MAINT. 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: PROGRAM: GENERAL PUBLIC WORKS RETAINING WALLS 1344 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $84 $961 $5,728 $5,728 $0 BENEFITS 0 302 1,726 1,726 0 84 1,263 7,454. 7,454 0 CONTRACTUAL SERVICES: 6180 CONTRACTED REPAIRS 11,206 11,130 13,000 13,000 13,390 COMMODITIES: ' 6406 GENERAL SUPPLIES 342 581 1,200 1,200 1,200 6577 LUMBER/STONE 396 0 5,300 5,300 5,500 738 581 6,500 6,500 6,700 TOTAL RETAINING WALLS $12,028 $12,974 $26,954 $26,954 $20,090 CITY OF EDINA ANNUAL BUDGET PAGE - 41 FUND: FUNCTION: 1. 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 PROGRAM: GENERAL PUBLIC WORKS RAMPS, PARKING LOTS 1365-1370 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED SIDEWALKS - MAINTENANCE & REPAIR -1365 PERSONAL SERVICES: 6010 PAYROLL $6,400 $2,082 $19,752 $19,752 $0 BENEFITS 0 589 5,951 5,951 0 6,400 2,671. 25,703 25,703 0 COMMODITIES: 6406 GENERAL SUPPLIES 425 0 1,200 1,200 1,240 6518 BLACKTOP 0 0 200 200 210 6520 CONCRETE 2,277 1,632 2,500- 2,500 2,570 2,702 1,632 3,900 3,900 4,020 TOTAL SIDEWALK - MAINTENANCE & REPAIR $9,102 $4,303 29,603 29,603 4,020 SIDEWALKS - SNOW & ICE REMOVAL -1370 PERSONAL SERVICES: 6010 PAYROLL $10,108 $13,118 $18,400 $18,400 $0 6011 OVERTIME 1,193 682 858 858 0 6030 PENSIONS .19 763 1,065 1,065 0 6034 SOCIAL SECURITY 24 1,040 1,473 1,473 0 6040 FLEX PLAN 48 1,867 2,578. 2,578 0 6045 WORKERS COMPENSATION 11 432 685 685 0 11,403 17,902 25,059 25,059 0 COMMODITIES: 6406 GENERAL SUPPLIES 0 0 500 500 515 TOTAL SIDEWALK - SNOW & ICE REMOVAL $11,403 $17,902. $25,559 $25,559 $515 CITY OF EDINA ANNUAL BUDGET PAGE - 43 FUND: FUNCTION: AREA: SIDEWALKS PROGRAM: GENERAL PUBLIC WORKS I RAMPS PARKING LOTS 1 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. $37,300 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 RAMPS, PARKING LOTS 1375-1380 SUMMARY OF EXPENDITURES 2002 2003 2003 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PARKING -RAMP MAINT. - 1375 PERSONAL SERVICES: 6010 PAYROLL $6,039 $10,008 $10,237 $10,237 $0 6011 OVERTIME 2,682 3,649 2,800 2,800 0 BENEFITS 0 3,821 3,928 3,928 0 8,721 17,478 16,965 16,965 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 2,784 18,767 10,000 10,000 10,000 6185 LIGHT & POWER 38,185 40,567 43,000 43,000 .44,000, 6189 SEWER & WATER 259 220 200 200 250 41,228 59,554 53,200 53,200 54,250 COMMODITIES: 6406 GENERAL SUPPLIES 1,480 1,947 1,200 1,200 2,200 6511 CLEANING SUPPLIES 0 0 600 600 300 6530 REPAIR PARTS 8,062 1,603 10,200 10,200 8,000 3,550 9,542 12,000 12,000 10,500 TOTAL PARKING RAMP MAINTENANCE $59,491 $80,582 $82,165 $82,165 $64,750 PARKING LOT MAINTENANCE -1380 PERSONAL SERVICES: 6010 PAYROLL $2,410 $217 $11,456 $11,456 $0 BENEFITS 0 67 3,451 3,451 0 2,410 284 14,907 14,907 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 0 15,263 600 600 600 COMMODITIES: 6406 GENERAL SUPPLIES 0 0 1,200 1,200 1,200 6518 BLACKTOP 4,621 1,560 14,000 14,000 14,000 6519 ROAD OIL/SEALING 0 2,450 4,500 4,500 5,100 4,621 4,010 19,700 19,700 20,300 TOTAL PARKING LOTS $7,031 $19,557 $35,207 $35,207 $20,900 TOTAL SIDEWALKS - RAMPS & PARKING LOTS $87,027 $122,344 $172,534 $172,534 $90,185 Public Safety. Public Safety Overview Public Safety Distribution by Area Health Inspections 5.9% 3.8% Fire 33.4% Police 56.0% Animal Control " 0.6% Civil Defense 0.4% Public Safety Distribution by Expenditure Central Services EquipmpM 10% 4% Commodities 2% Contractual Services 7% S CITY OF EDINA FUND: - GENERAL Police -1400 ANNUAL BUDGET FUNCTION: AREA: PUBLIC SAFETY I POLICE PROTECTION SUMMARY OF PERFORMANCE MEASURES PAGE - 45 1400-1419- 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 2003, the department responded to over 26,000 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 30,000 officer responses. The City reports approximately 1,047 major Part I crimes . such as burglary, robbery, assault, and theft, with an additional 976 Part II or lessor 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: $28,000 added to Service Contracts for the maintenance agreement for 800 MHz radio system infrastructure, i.e. dispatch center, microwave link and repeater sites. $14,000 reduction in Range Rental due, to higher revenues than expected. CITY OF EDINA ANNUAL BUDGET PAGE -46 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY POLICE PROTECTION 1400 -1419 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED POLICE SERVICES -1400 PERSONAL SERVICES: 6010 PAYROLL $3,529,509 $3,553,505 $3,893,402 $3,893,402 $4,045,785 6011 -OVERTIME 209;703 200,841 158,751 158,751 142,958. 6030 PENSIONS 12,700 329,735 350,335 350,335 361,633 6034 SOCIAL SECURITY 3,740 92,302 86,986 86,986 99,401 6040 FLEX PLAN 14,618 369,252 449,730 449,730 474,360 6045 WORKERS COMPENSATION 2,625 74,617 110,000 110,000 86,350 3,772,895 4,620,252 5,049,204 5,049,204 5,210,487 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 16,013 17,978 10,318 10,318 14,237 6104 CONTINUING EDUCATION 31,256 29,048 30,263 30,263 31,171 6105 DUES & SUBSCRIPTIONS 2,251 2,530 2,445 2,445 2,445 6106 MEETING EXPENSE 705 402 1,055 1,055 1,000 6107 MILEAGE 7,360 2,431 1,100 1,100 1,100 6151 EQUIPMENT RENTAL 16,269 15,263 15,375 15,375 19,532 6160 DATA PROCESSING 25,028 37,049 63,345 63,345 63,345 6175 PHYSICAL EXAMINATIONS 0 1,766 1,300 1,300 1,300 6188 TELEPHONE. 14,413 11,723 12,169 12,169 12,534 6201 LAUNDRY 634 531 538 538 538 6203 UNIFORM, ALLOWANCE 47,643 41,509 41,067 41,067 42,299 6204 TELETYPE SERVICE 3,010 3,121 6,420 6,420 4,000 6215 EQUIPMENT MAINT. 6,315 16,419 11,178 11,178 11,513 6221 RANGE RENTAL 0 0 30,250 30,250 16,250 6230 SERVICE CONTR. - EQUIP. 68,006 59,573 54,546 54,546 82,546 238,903 239,343 281,369 281,369 303,810 COMMODITIES: 6405 BOOKS AND PAMPHLETS 2,024 70 2,460 2,460 2,400 6406 GENERAL SUPPLIES 37,878 26,648 32,147 32,147 34,147 6408 PHOTOGRAPHIC SUPPLIES 926 1,535 2,045 2,045 2,045 6510 FIRST AID SUPPLIES 1,363 2,206 848 848 1,848 6513 OFFICE SUPPLIES 6,259 3,502 2,612 2,612 3,637 6514 INSPECTION EXPENSES 0 0 1,056 1,056 1,098 6551 AMMUNITION 9,833 9,645 9,557 9,557 9,844 6575 PRINTING 9,912 7,547 12,400 12,400. 10,000 6610 SAFETY EQUIPMENT_ 227 7,934 3,137 3,137 3,231 6630 GRANT EXPENDITURES 1,038 0 0 0 0 69,460 59,087 66,262 66,262 68,250 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: 2004 2005 $6,384,666 $6,593,341 3.27% The reserve program is comprised of the Senior Police Reserve (8 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 1,400 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 2002 2003 2003 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED CENTRAL SERVICES: 6803 GENERAL $1,006,200 $161,067 $181,788 $181,788 $249,984 6804 CITY HALL 82,536 94,104 195;372 195,372, 148,860 6808 EQUIPMENT OPERATION 273,732 346,404 348,816 348,816 349,128 1,362,468 601,575 725,976 725,976 747,972 EQUIPMENT: 6710 REPLACEMENT 223,090 210,507 242,018 242,018 243,000 223,090 210,507 242,018 242;018 243,000 TOTAL POLICE SERVICES $5,666,816 $5,730,764 $6,364,829 $6,364,829 $6,573,519 RESERVE PROGRAM -1419 CONTRACTUAL SERVICES: 6102 CONTRACTUAL SERVICES $12,000 $11,300 9,600 9,600 - 8,400 6104 CONTINUING EDUCATION 7,021 1,700 3,485 3,485 41145 6106 MEETING EXPENSE 100 0 1,266 1,266 1,000, 6203 UNIFORM ALLOWANCE 7,314 5,834 5,126 .5,126 5,280 26,435 18,834 19,477 19,477 18,825 COMMODITIES: 6406 GENERAL SUPPLIES 266 49 360 360 997 TOTAL RESERVE PROGRAM $26,701 $18,883 $19,837 $19,837 $19,822 TOTAL POLICE PROTECTION $5,693,517 $5,749,647 $6,384,666 $6,384,666 $6,593,341 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET FUNCTION: AREA: PUBLIC SAFETY CIVILIAN DEFENSE SUMMARY OF PERFORMANCE MEASURES Civilian Defense -1460: PROGRAM: 1460 PAGE - 49 Personal services consist of '/4 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. 2004 2005 % Total Civilian Defense Budget $45,109 $43,320 -3.97% CITY OF EDINA ANNUAL BUDGET PAGE - 50 - FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY CIVILIAN DEFENSE 1460 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6,010 PAYROLL $25,939 $26,700 $26,922 $26,922 $27,733 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 1,000 0 1,625 1,625 1,625 6104 CONTINUING EDUCATION 1,135 826 1,159 1,159 1,159 6105 DUES & SUBSCRIPTIONS 160 60 130 130 218 6185. LIGHT AND POWER 633 633 741 741, 763 6230 SERVICE CONTRACTS 3,060 3,840 5,121 5,121 5,274 5,988 5,359 8,776 8,776 9,039 COMMODITIES: 6406 GENERAL SUPPLIES 41 26 1,309 1,309 1,348 EQUIPMENT: 6710 REPLACEMENT 1,864 0 8,102 8,102 5,200 TOTAL CIVILIAN DEFENSE $33,832 $32,085 $45,109 $45,109 $43,320 CITY OF EDINA ANNUAL BUDGET PAGE - 51 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY I ANIMAL CONTROL 1 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. Total Animal Control Budget 2004 2005 $71,603 $74,982 of 't. /470 ANNUAL BUDGET PAGE - 52 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY ANIMAL CONTROL 1450 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED . BUDGETED PERSONAL SERVICES: 6010 PAYROLL $42,513 $20,014 $34,957 $34,957 $38,461 6011 OVERTIME 869 558 540 540 540 6030 PENSIONS 89 931 3,319 3,319 2,157 6034 SOCIAL SECURITY 152 1,620 515 515 566 6040 FLEX PLAN 142 2,328 6,840 6,840 7,080 6045 WORKERS COMPENSATION 24 321 610' 610 741 43,789 25,772 46,781 46,781 49,545 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 30 536 785. 785 785 6217 KENNEL SERVICES 14,810 6,309 6,913 6,913 7,144 14,840 6,845 7,698 7,698 7,929 COMMODITIES: 6406 GENERAL SUPPLIES 515 175 3,745 3,745 3,857 CENTRAL SERVICES: 6803 GENERAL 15,792 4,059 2,940 2,940 3,000 6808 EQUIPMENT OPERATION 3,552 3,732 3,744 3,744 3,756 19,344 7,791 6,684 6,684 6,756 EQUIPMENT: 6710 REPLACEMENT 0 0 6,695 6,695 6,895 TOTAL ANIMAL CONTROL $78,488 $40,583 $71,603 $71,603 $74,982 CITY OF EDINA ANNUAL BUDGET PAGE - 53 FUND: FUNCTION: AREA: PROGRAM: - GENERAL PUBLIC SAFETY I FIRE PROTECTION 1 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 and various support vehicles. In 2003,. 1,062. (a decrease of 4.14% from 2002) fire responses included fires, hazardous conditions, and public service emergency calls. In 2004, we will begin using the Metro 800 MHz radio system. 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 2003, medical calls totaled 3,030 (a 4.01 % decrease from 2002). 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 per are involved in public information programs, smoke detector installation and building inspection activities. Fire inspectors typically make the specialized permit and approval inspections. A new pre -fire planning system was developed in 2003 and will be expanded upon. In 2005, the Edina Fire Department will become a State of MN sponsored Structural Collapse /Search Rescue Team. CITY OF EDINA ANNUAL BUDGET PAGE - 54 FUND: -Fu- NCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY FIRE PROTECTION 1410 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $2,046,518 $2,063,319 $2,083,711 $2,083,711 $2,149,079 6011 OVERTIME 239,375 219,969 334,223 334,223 344,250 6030 PENSIONS 7,708 204,096 223,588 223,588 229,051 6034 SOCIAL SECURITY 1,232 33,534 33,504 33,504 36,938 6040 FLEX PLAN 7,194 182,375 218,880, 218,880 219,480 6045 WORKERS COMPENSATION 2,435 65,686 85,060 85,060 89,244 2,304,462 2,768,979 2,978,966 2,978,966 - 3,068,042 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 74,719 97,526 87,400 87,400 90,000 6104 CONTINUING EDUCATION 20,289 28,122 21,500 21,500 24,000 6105 DUESA SUBSCRIPTIONS. 3,839 1,242 2,000 2,000 2,000 6106 MEETING EXPENSE 1,038. 797 800 800 825 6107 MILEAGE 81 129 250 250 150 6151 EQUIPMENT RENTAL 7,505 13,571 30,070 30,070 26,000 6160 DATA PROCESSING 6,099 9,975 7,500 7,500 7,500 6175 PHYSICAL EXAMINATION 4,887 4,553 4,000 4,000 8,000 6180 CONTRACTED REPAIRS 31,291 46,840 36,500 36,500 37,006 6182 RUBBISH REMOVAL 2,218 1,735 2,000 2,000 2,000 6185 LIGHT AND POWER 9,200 %695 9,000 9,000 10,000 6186 HEAT 12,060 .16,148 19,000 19,000 19,000 6188 PAGERS /CELL PHONE 7,719 12,039 5,800 5,800 7,000 6189 SEWER AND WATER 1,283 1,534 1,500 1,500 1,600 6201 LAUNDRY 4,629 4,539 4,400 4,400 4,600 6215 PREVENTATIVE MAINT. 16,907 17,155 14,000 14,000 15,000 6221 TOWER RENTAL 0 0 30,000 30,000 16,000 6.260 LICENSES AND PERMITS 10 449 500 500 500 203,774 266,049 276,220 276,220 271,175 COMMODITIES: 6405 BOOKS AND PAMPHLETS_ 782 922 1,500 1,500 1,500 6406 GENERAL SUPPLIES 63,503 76,026 47,000 47,000 52,000 6408 PHOTOGRAPHIC SUPPL. 1,293 405 600 600 600 6510 FIRST AID SUPPLIES . 37,932 33,457 45,000 45,000 41,000 6511 CLEANING SUPPLIES 3,894 2,080 1,500 1,500 2,000 6513 OFFICE SUPPLIES 1,580 2,154 1,600 1,600 2,000 6530 REPAIR PARTS 1,895 9,486 8,000 8,000 9,000 6550 HAZARDOUS MATERIALS 239 213 800 800 700 6552 PROTECTIVE CLOTHING 11,024 7,602 5,500 5,500 6,000 6556 TOOLS 3,389 1,555 1,500 1,500 1,500 6557 FIREFIGHTING FOAM 1,598 1,080 850 850 1,000 6558 FIRE UNIFORMS 16,842 15,239 121-500 12,500 13,000 6579 TRAINING AIDS 2,025 2,525 2,000 2,000 2,000 6614 FIRE PREVENTION 1,476 3,403 1,700 1,700 2,000 147,472 156,147 130,050 130,050 134,300 CITY OF EDINA ANNUAL BUDGET PAGE - 55 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY FIRE PROTECTION 1470 SUMMARY OF PERFORMANCE MEASURES Explanation of Change: $14,000 has been deducted from last year's $30,000 Tower Rental of the new Public Safety Training facility. This is due to decreased operating costs. _$160,000 was added to equipment replacement to replace the deductions from the previous two years budgets. Total Fire Budget AAA. y71,11VI T,V 1 1 2005 % $39932,476 7.02% • CITY OF EDINA ANNUAL BUDGET PAGE - 58 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY FIRE PROTECTION 1470 SUMMARY OF EXPENDITURES 2002 2003 2003 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED CENTRAL SERVICES: 6803 GENERAL $515,820 $71,914 $121,716 $121,716 $130,944 .6808 EQUIPMENT OPERATION 97,884 139,560 143,724 143,724 143,844 $613,704 $211,474 265,440 265,440 274,788 EQUIPMENT: 6710 REPLACEMENT 69,937 348,458 23,935 23,935 184,171 69,937 348,458 23,935 23,935 184,171 TOTAL FIRE PROTECTION $3,339,349 $3,751,107 $3,674,611 $3,674,611 $3,932,476 CITY OF EDINA ANNUAL BUDGET PAGE - 57 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY PUBLIC HEALTH 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 inspects food establishments, investigates foodborne illness reports, inspects public swimming: pools, investigates nuisance complaints, investigates housing complaints, and responds to concerns about_ the Minnesota Clean Indoor Air Act. The department contracts for personal public health nursing services such as home health care, family health, health promotion, and disease prevention. and control. The proposed contract for these services for 2005 is $160,865. .The. Health Department provides staff support for the Edina Community Health Committee and the Recy- cling and Solid Waste Commission. The Department administers the City properties' refuse collection contract and serves as a resource for the City employees' occupational health and safety. In 2003, the Department performed 280 food establishment inspections, 380 swimming pool inspections, over 80 nuisance investigations, 2 Minnesota Clean Indoor Act complaint investigations, and 6 housing complaint investigations. 2004 2005 % Total Public Health Budget $420,052 $443,641 5.62% CITY OF EDINA ANNUAL BUDGET PAGE - 58 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY. PUBLIC HEALTH 1490 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED. PERSONAL SERVICES: 6010 PAYROLL $182,139 $181,305 $168,818 $168,818 $191,000 6030 PENSIONS 375 9,840 9,336 9,336 10,562 6034 SOCIAL SECURITY 544 14,548 12,915 12,915 14,611 6040 FLEX PLAN 649 15,422 16,530 16,530 19,470 6045 WORKERS COMPENSATION 45 1,400 1,438 1,438 1,229 183,752 222,515 209,037 209,037 236,872 CONTRACTUAL SERVICES: . 6103 PROFESSIONAL SERVICES 197,712 165,141 158,180 158,180 162,865 6104 CONTINUING EDUCATION 2,975 1,156 2,000 2,000 2,060 6105 DUES & SUBSCRIPTIONS 530 590 1,000 1,000 1,000 6107 MILEAGE 7,121 6,788 8,160 8,160 8,160 208,338 173,675 169,340 169,340 174,085 COMMODITIES: 6406 GENERAL SUPPLIES 919 673 2,050 2,050 800 6408 PHOTOGRAPHIC SUPPLIES 0 0 300 300 200 6575 PRINTING 119 134 300 300 300 1,038 807 2,650 2,650 1,300 CENTRAL SERVICES: 6803 GENERAL 59,328 17,896 14,268 14,268 15,708 6804 CITY HALL 4,344 4,956 11,184 11,184 8,532 6808 EQUIPMENT OPERATION 2,628 2,352 1,944 1,944 1,944 66,300 25,204 27,396 27,396 26,184 EQUIPMENT: 6710 REPLACEMENT 14,204 0 11,629 11,629 5,200 TOTAL PUBLIC HEALTH $473,632 $422,201 $420,052 $420,052 $443,641 CITY OF EDINA ANNUAL BUDGET PAGE - 59 (FUND: GENERAL I FUNCPUBLIC SAFETY (AREA: INSPECTIONS 1 PROGRAM: 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 5,714 building, plumbing and heating permits in 2003. Staff enforce the State Building Code, which includes the International Building Code and the International Residential Code. Over 11,600 inspections were performed in 2003. 2003 revenue for the various permits issued was as follows: Building Permits $ 1,379,036 Plumbing Permits 139,537 HVAC Permits 240,832 The Building 'Department also receives 6 to 7 complaint calls per week from residents which are investigated promptly. The department is also responsible for the review, permitting and inspection non - public grading /fill /excavation projects. Explanation '& Change: $5,500 has been added to the data processing budget for increases in permit software costs. $1,680 has been added to the professional services budget to fund the maintenance contract for the OCE printer. $2,394 has been added to the equipment replacement budget to fund the Inspections Department portion of the replacement costs for the fax machine, copier and OCE printer. Total Inspections Budget 2004 2005 $666,845 $692,305 3.82% CITY OF EDINA ANNUAL BUDGET PAGE - 60 FUND: T UNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY INSPECTIONS 1495 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT.' DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED PERSONAL SERVICES: 6010 PAYROLL $367,275 $388,885 $398,546 $398,546 $410,920 6011 OVERTIME 4,460 20,490 3,407 3,407 3,509 6030, PENSIONS 812 21,677 22,228 22,228 22,918 6034 SOCIAL SECURITY 1,058 28,799 30,749 30,749 31,704 6040 FLEX PLAN 1,648 39,604 - 46,170 46,170 46,020 6045 WORKERS COMPENSATION 101 2,905 3,168 3,168 2,515 375,354 502,360 504,268 504,268 517,586, CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 22,684 49,850 32,415 32,415 40,000 6104 CONTINUING EDUCATION 3,127 640 1,500 1,500 1,545 6105 DUES & SUBSCRIPTIONS 233 420 300 300 425 6107 MILEAGE 3,549 3,415 3,426 3,426 3,529 6136 PLAN MANAGEMENT 7,767- 5,750 5,750 5,750 5,923 6160 DATA PROCESSING 23,207 27,876 26,000 26,000 31,500 6188 TELEPHONE 2,009 2,088 1,888 1,888 1,945 62,576 90,039 71,279 71,279 84,867 COMMODITIES: 6405 BOOKS AND PAMPHLETS 647 537 400 400 1,012 6406 GENERAL SUPPLIES 1,780 1,389 1,900 1,900 1,957 6558 UNIFORMS 599 746 900 900 927 6575 PRINTING 886 1,198 1,000 1,000 400 3,912 3,870 4,200 4,200 4,296 CENTRAL SERVICES: 6803 GENERAL 125,016 36,839 31,488 31,488 33,552 6804 CITY HALL 8,700 9,924 25,332 25,332 19,320 6808 EQUIPMENT OPERATION 8,148 15,888 15,276 15,276 15,288 141,864 62,651 72,096 72,096 68,160 EQUIPMENT: 6710 REPLACEMENT 4,356 1,096 15,002 15,002 17,396 TOTAL INSPECTIONS $588,062 $660,016 $666,845 $666,845 .$692,305 Park & Recreation Park Recreation Overview Maintenan 68.5% Park & Recreation Distribution by Area Administration .4% Park & Recreation Distribution by Expenditure Equipment 3. '7ot Commodities; 6.9% Contractual Services 15.1% Central Services 9.8% Recreation 11.1% alaries 34.4% CITY OF EDINA ANNUAL BUDGET PAGE - 61 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION ADMINISTRATION 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. Total Park & Recreation Budget. 2004 2005 % $39000,875 $3,177,729 5.89% CITY OF EDINA ANNUAL BUDGET PAGE - 62 FUND: FUNCTION: I AREA: PROGRAM: GENERAL PARK & RECREATION ADMINISTRATION 1600 SUMMARY OF EXPENDITURES 2002 2003. 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010 PAYROLL $415,605 $422,130 $428,299 $428,299 $441,193 6011 OVERTIME 620 0 0 0 0 6030 PENSIONS 878 22,902. 23,685 .23,685 24,398 6034 SOCIAL SECURITY 1,248, 31,658 31,837 31,837 32,637 6040 FLEX PLAN 1,724 43,965 46,512 46,512 48,144 6045 WORKERS COMPENSATION 109 3,040 3,287 3,287 2,629 420;184 523,695 533,620 533,620 549,001 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 6,384 5,861 6,168 6,168 6,353 6104 CONTINUING EDUCATION 3,013 1,946 4,196 4,196 3,928 6105 DUES & SUBSCRIPTIONS 680 2,420 1,884 1,884 2,560 6106 MEETING EXPENSES 155 320 523 523 439 6107 MILEAGE 14,606 14,008 15,233 15,233 15,690 6188 TELEPHONE 1,228 807 1,478 1,478 1,522 26,066 25,362 29,482 29,482 30,492 COMMODITIES: 6405 BOOKS & PAMPHLETS 31 39 105 105 100 6406 GENERAL SUPPLIES 929 1,407 1,591 1,591 1,639 6513 OFFICE SUPPLIES - 133 266 567 567 467 6575 PRINTING 13,365 11,746 1,000 1,000 1,030 14,458 13,458 3,263 3,263 3,236 CENTRAL SERVICES: 6803 GENERAL 125,004 46,012 41,796 41,796 43,752 6804 CITY HALL 10,140 11,556 20,664 20,664 15,756 135,144 57,568 62,460 62,460 59,508_ EQUIPMENT: 6710 REPLACEMENT 0 1,116 4,614 4,614 6,487 TOTAL ADMINISTRATION $595,852 $621,199 $633,439 $633,439 $648,724 CITY OF EDINA ANNUAL BUDGET PAGE - 63 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION I RECREATION 1 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: PROGRAM: GENERAL PARK & RECREATION RECREATION 1621 -1623 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED ATHLETIC ACTIVITIES -1621 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 322 0 0 0 0 322 0 0 0 0 COMMODITIES: 6406 GENERAL SUPPLIES 3,214 9,409 8,000 8,0001 8,240 TOTAL ATHLETIC ACTIVITIES- $3,536 $9,409 $8,000 $8,000 $8,240 SKATING & HOCKEY -1622 PERSONAL SERVICES: 6013 PAYROLL $25,467 $45,342 $44,000 $44,000 $45,320 6034 SOCIAL SECURITY 87 3,469 3,366 3,366 3,467 6045 WORKERS COMPENSATION 7 253 389 389 299 25,561 49,064 47,755 47,755 49,086 CONTRACTUAL SERVICES: 6107 MILEAGE 80 119 209 209 215 6188 TELEPHONE 3,901 4,010 6,691 6,691 5,600 3,981 4,129 - 6,900 6,900 5,815 COMMODITIES: 6406 GENERAL SUPPLIES 266 132 1,568 1,568 1,000 TOTAL SKATING & HOCKEY $29,808 $53,325 $56,223 $56,223 $55,901 TENNIS PROGRAM - 1623 PERSONAL SERVICES: 6013 PAYROLL $14,795 $17,977 $18,574 $18,574 $20,721 CONTRACTURAL SERVICES: 6105 DUES & SUBSCRIPTIONS 0 95 77 77 100 6107 MILEAGE 329 380 410 410 425 329 475 487 487 525 COMMODITIES: 6406 GENERAL SUPPLIES 3,015 3,472 4,266 4,266 4,393 TOTAL TENNIS PROGRAM $18,139 $21,924 $23,327 $23,327 $25,639 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 Arneson Acres Park Terrace Room. 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 Tennis Instruction 590 605 524 440 Playground 649 676 535 589 Miscellaneous and Special Activities —1627 These funds are used for miscellaneous special projects and equipment such as the 4th of JUIy Parade, sound system for July 4th concert in the park, special events, dedications and grand openings. CITY OF EDINA ANNUAL BUDGET PAGE - 86 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION RECREATION 1624-1627 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED YOUTH SUMMER RECREATION PROGRAMS -1624 PERSONAL SERVICES: 6013 PAYROLL $26,681 $30,032 $31,706 $31,706 $35,371 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 3,610 4,867 600 600 618 6107 MILEAGE 447. 345 615 615 633 4,057 5,212 1,215 1,215 1,251 COMMODITIES: 6406 GENERAL SUPPLIES 5,743 7,080 8,000 8,000 8,240 TOTAL YOUTH SUMMER RECREATION PROGRAMS $36,481 $42,324 $40,921 $40,921 $44,862 MISCELLANEOUS & SPECIAL ACTIVITIES -1627 PERSONAL SERVICES: 6013 PAYROLL $6,807 $4,234 $4,500 $4,500 $4,630 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 3,976 2,466 4,000 4,000 4,120 COMMODITIES: 6406 GENERAL SUPPLIES 3,836 3,838 4,100 4,100 4,223 6408 PHOTOGRAPHIC SUPPLIES 17 0 100 100 103 3,853 3,838 4,200 4,200 4,326 TOTAL MISCELLANEOUS & SPECIAL ACTIVITIES $14,636 $10,538 $12,700 $12,700 $13,076 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 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED SENIOR CITIZENS -1628 PERSONAL SERVICES: 6.010 PAYROLL $22,212 $26,259 $25,500 $25,500 $26,265 6011 OVERTIME 33 211 0 0 0 6030 PENSIONS 36 1,460 1,410 1,410 1,452 6034 SOCIAL SECURITY 49 2,043 1;951 1,951 2,009 6045 WORKERS COMPENSATION 2 553 90, 90 97 $22,332 $30,526 $28,951 $28,951 $29,823 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 47,599 48,956 62,356 62,356 64,227 6182 RUBBISH REMOVAL 1,037 781 1,200 1,200 1,236 6185 LIGHT AND POWER 19,126 20,334 30,000 30,000 30,900 6186 HEAT 6,174 5,974 19,560 19,560 20,147 6188 TELEPHONE 3,627 4,001 3,960 3,960 4,079 6189 SEWER & WATER 1,173 1,282 1,000 1,000 1,030 6235 POSTAGE 4,260 4,432 3,690 3,690 3,801 82,996 85,760 121,766 121,766 125,420 COMMODITIES: 6406 GENERAL SUPPLIES 7,009 7,898 2,617 2,617 2,696 6513 OFFICE SUPPLIES 686 1,015 1,333 1,333 1,373 6575 PRINTING 7,747 8,412 7,278 7,278 7,496 15,442 17,325 11,228 11,228 11,565 TOTAL SENIOR CITIZENS $120,770 $133,611 $161,945 $161,945 $166,808 ADAPTIVE RECREATION -1629 PERSONAL SERVICES: 6010 PAYROLL $14,299 $20,097 $17,545 $17,545 $18,071 6030 PENSIONS 24 870 970 970 0 6034 SOCIAL SECURITY 44 2,163 1,342 1,342 1,382 6045 WORKERS COMPENSATION 4 223 155 155 119 $14,371 $23,353 $20,012 $20,012 $19,572 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 14110 9,760. 12,000 12,000 12,360 COMMODITIES: 6405 BOOKS & PAMPHLETS 0 0 100 100 103 6406 GENERAL SUPPLIES 6,870 3,474 3,000 3,000 3,090 6575 PRINTING 2,228 1,989 2,100 2,100 2,163 9,098 5,463 5,200 5,200 5,356 TOTAL ADAPTIVE RECREATION $35,579 $38,576 $37,212 $37,212 $37,288 TOTAL RECREATION $258,949 $309,707 $340,328 $340,328 $351,814 CITY OF EDINA ANNUAL BUDGET PAGE - 69 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK B.RECREATION PARK MAINTENANCE SUMMARY OF PERFORMANCE MEASURES Park Maintenance Payroll Distribution Park maintenance consists of 17 personnel which include the following positions: 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) Park Maintenance $1,050,997 Public Works. 20,000. Charged to Other. Funds: Enterprise funds 10,000. Total Park Maint..Payroll $1,060,997 CITY OF EDINA ANNUAL BUDGET PAGE - 70 FUND: FUNCTION: AREA: PROGRAM: GENERAL I PARK & RECREATION I PARK MAINTENANCE I SUMMARY OF PERFORMANCE MEASURES I 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: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 1640-1641 SUMMARY OF EXPENDITURES .2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED GENERAL MAINTENANCE - 1640 PERSONAL SERVICES: 6010 PAYROLL $103,925 $111,578 $796,126 $796,126 $830,586 6011 OVERTIME 0 16 28,955 28,955 29,870 6020 .PART TIME 0 7,298 193,894 193,894 200,541 6030 PENSIONS 446' 6,347 56,349 56,349 58,673 6034 SOCIAL SECURITY 632 9,563 77,952 77,952 81,166 6040 FLEX PLAN 851 13,271 109,916 109,916 117,846 6045 WORKERS COMPENSATION 152 2,369 21,939 21,939: 20,939 106,006 150,442 1,285,131 1,285,131, 1,339,621 CONTRACTUAL SERVICES: 6104 CONTINUING EDUCATION 7,303 7,517 6,663 6,663 8,000 6188 TELEPHONE 1,255 1,697 3,639. 3,639 2,400 8,558 9,214 10,302 10,302 10,400 COMMODITIES: 6406 GENERAL SUPPLIES 370 208 1,200 1,200 1,236 CENTRAL SERVICES: 6803 GENERAL 248,556 32,460 28,044- 28,044 29,196 6806 PUBLIC WORKS BUILDING, .26,016 26,676 27,804 27,804 28,680 6808 EQUIPMENT OPERATION 189,012 196,212 192,876 192,876 193,044 463,584 255,348 248,724 248,724 250,920 TOTAL GENERAL MAINTENANCE $578,518 $415,212 $1,545,357 $1,545,357 $1,602,177 MOWING - 1641 PERSONAL SERVICES: 6010 PAYROLL $98,648 $74,775 $0 $0 $0 BENEFITS 0 16,696 98,648 91,471 0 0 0 COMMODITIES: 6406 GENERAL SUPPLIES 1,741 616 1,591 1,591 1,639 TOTAL MOWING $100,389 $92,087 $1,591 $1,591 $1,639 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. . This account is supplemented by a $8 field use fee from participants. In 2002, $59,890 was contributed from the activities listed'below. $72,013 was collected in 2003. Activity Adult Soccer Adult Baseball Adult Softball Edina Baseball Association EGAA Flag Football Edina Youth Softball Association Edina Girls Fast Pitch Softball Edina Soccer Assoc. &.Soccer Club Edina Football Association Edina Lacrosse Association Miscellaneous Field Rentals. Total General Turf Care -1643: 2002 $1,077 1,595 7,000 7,994 1,484 2,456 434 19,523 5,796 490 12,041 $59,890 2003 $1,915 76 7,150 7,535 2,457 2,792 616 29,856 5,912 2,416 11,288 $72,013 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 MAINTENANCE 1642-1643 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED FIELD MAINTENANCE - 1642 PERSONAL SERVICES: 6010 PAYROLL $153,309 $154,216 $0 $0 $0 6011 OVERTIME 4,662 5,071 0 0 0 BENEFITS 0 29,856 0 0 0 157j971 189,143 0 0 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 4,561 .3,646 624 624 5,643 6180 CONTRACTED REPAIRS 387 1,920 624 624 1,643 4,948 5,566 1,248 1,248 7,286 COMMODITIES: 6406 GENERAL SUPPLIES 12,770 4,609 .5,687 5,687 5,858 6540 FERTILIZER 1,432 3,422 1,933 1,933 4,991 6542 INFIELD MIXTURE 4,321 3,292 3,752 3,752 3,865 6544 LINE MARKING POWDER 6,840 7,468 5,600 5,600 5,768 6546 WEED SPRAY 0 0 568 568 585 6547. SEED 224 575 1,500 1,500 1,545 25,587 19,366 19,040 19,040 22,612 TOTAL FIELD MAINTENANCE $188,506 $214,075 $20,288 $20,288 $29,898 GENERAL TURF CARE -1643 PERSONAL SERVICES: 6010 PAYROLL $89,056 $72,688 $0 $0 $0 6011 OVERTIME 1,308 1,839, 0 0 0 BENEFITS 47 15,788 0 0 0 90,411 90,315 0 0 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 4,954 5,935 11,599 11,599 7,947 6180 CONTRACTED REPAIRS -0 4,892 5,913 5,913 6,090 6260 LICENSES AND PERMITS 20 30 226 226 233 4,974 10,857 17,738 17,738 14,270 COMMODITIES: 6406 GENERAL SUPPLIES 1,915 6,951 3,524 3,524 5,630 6517 SAND, GRAVEL,.& ROCK 308 0 1,250 1,250 1,288 6540 FERTILIZER 3,914 6,078 4,775 4,775 11,918 6543 SOD & BLACK DIRT 4,886 3,757 2,387 2,387 2,459 6546 WEED SPRAY 4,000 1,033 6,560 6,560 6,757 6547 SEED 4,161 1,753 6,822 6,822 6,000 19,184 19,572 25,318 25,318 34,052 TOTAL GENERAL TURF CARE $114,569 $120,744 $43,056 $43,056 $48,322 CITY OF EDINA ANNUAL BUDGET PAGE - 75 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 1644-1645 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 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED FORESTRY - 1644 PERSONAL SERVICES: 6010 PAYROLL $124,960 $120,375 $0 $0 $0 6011 OVERTIME 788 1,029 0 0 0 6030 PENSIONS 68 6,368 0 .0 0 6034 SOCIAL SECURITY 95 9,693 0 0 0 6040 FLEX PLAN 29 9,127 0 0 0 6045 WORKERS COMPENSATION 12 2,044 0 0 0 125,952 148,636 0 0 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 15,073 7,697 15,353 15,353 15,814 6107 MILEAGE OR ALLOWANCE 2,282 2,458 2,064 2,064 2,126 6180 CONTRACTED REPAIRS 1,259 3,074 12,623 12,623 13,002 6182 TREE WASTE DISPOSAL 13,865 1,820 14,000 14,000 14,420 32,479 15,049 44,040 44,040 45,362 COMMODITIES: 6406 GENERAL SUPPLIES 435 841 2,000 2,000 2,060 6541 PLANTING & TREES 6,820 7,745 9,000 9,000 9,270 6543 SOD & BLACK DIRT 0 0 6,000 6,000 6,180 6556 TOOLS 2,237 2,983 2,274 2,274 2,342 9,492 11,569 19,274 19,274 19,852 TOTAL FORESTRY $167,923 $175,254 $63,314 $63,314 $65,214 LITTER REMOVAL - 1645 PERSONAL SERVICES: 6010 PAYROLL $17,167 $18,910 $0 $0 $0 6011 OVERTIME 58 58 BENEFITS .. 0 3,608 0 0 0 17,225 22,576 0 0 0 CONTRACTUAL SERVICES: 6182 RUBBISH REMOVAL 3,869 2,845 7,163 7,163 7,378 COMMODITIES: 6406 GENERAL SUPPLIES 3,227 10,979 8,187 8,187 8,433 TOTAL LITTER REMOVAL $24,321 $36,400 $15,350 $15,350 $15,811 CITY OF EDINA ANNUAL BUDGET PAGE - 77 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 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 2. Arneson Gazebo 3. Arneson Greenhouse .4. Arneson Historical House 5. Braemar Complex 6. Bredesen Comfort Station 7. Cahill School Building 8. Chowen Picnic Shelter 9. Cornelia School Park Shelter 10. Countryside Park Shelter 11. Creek Valley Park Shelter 12. Edina Senior Center 13. Garden Comfort Station 14. Grange Hall 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. Highlands Park Shelter Lewis Park Shelter Normandale Park Shelter Pamela. Park Shelter Rosland Park Picnic Shelter Rosland Park Comfort Station Strachauer Park Shelter Todd Park Shelter Wooddale Picnic Shelter Utley Park Restrooms Van Valkenburg Complex Walnut Ridge Park Shelter Weber Park Shelter CITY OF EDINA ANNUAL BUDGET PAGE - 78 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 1646 SUMMARY OF EXPENDITURES 2002, 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED BUILDING MAINTENANCE -1646 PERSONAL SERVICES: 6010 PAYROLL $159,522 $174,851 $0 $0 $0 6011 OVERTIME 1,583 4,266 0 0 0 6030 PENSIONS 242 9,639 0 0 0 6034 SOCIAL SECURITY 334 14,001 0 0 0 6040 FLEX PLAN 453 19,500 0 0, 0 6045 'WORKERS COMPENSATION 89 3,733 0 0 0 162,223 225,990 0 0 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 10,673 16,726 4,393 4,393 14,000 6180 CONTRACTED REPAIRS 8,558 13,662 6,128 6,128 6,312 6185 LIGHT & POWER 66,874 64,294 90,038 90,038 71,013 6186 HEAT:, 25,126 33,478 39,220 39,220 40,397 6188 TELEPHONE 5,575 6,600 10,984 10,984 8,900 6189 SEWER & WATER 2,950 584 500 500 1,500 6201 LAUNDRY 12,249 11,358 12,263 12,263 12,631 132,005 146,702 163,526 163,526 154,753 COMMODITIES: 6406 GENERAL SUPPLIES 33,218 32,568 26,642. 26,642 32,000 6530 REPAIR PARTS 7,721 8,470 12,570 12,570 11,000 6556 TOOLS 7,498 7,686 6,150 6,150 7,800 6577 LUMBER 2,325 3,042 10,145 10,145 10,449 6578 LAMPS & FIXTURES 1,131 980 6,482 '6,482 3,500 6610 SAFETY EQUIPMENT 5,307 4,683 5,127 5,127 5,281 57,200 57,429 67,116 67,116 70,030 TOTAL BUILDING MAINTENANCE $351,428 $430,121 $230,642 $230,642 $224,783 CITY OF EDINA ANNUAL BUDGET PAGE - 79 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 1647-1648 SUMMARY OF PERFORMANCE MEASURES i 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. 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: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 1647-1650 SUMMARY OF EXPENDITURES 2002 2003 2.004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED PATHS & HARD SURFACES -1647 PERSONAL SERVICES: 6010 PAYROLL $19,463 $33,412 $0 $0 $0 6011 OVERTIME 1,059 716 0 0 0 6030 PENSIONS 25 11875 0 0 0 6034 SOCIAL SECURITY 36 2,773 0 0 0 6040 FLEX PLAN 48 3;794 0 0 .,o 6045 WORKERS COMPENSATION 8 745 0 0 0 20,639 43,315 0 0 0 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 49,078 76,509 60,000 60,000 61,800 COMMODITIES: 6406 GENERAL SUPPLIES 13,105 7,300 4,208 4,208 4,334 6518 BLACKTOP 3,461 0 3,411 3,411 3,513 6519 ROAD OIL 0 0 2,615 2,615 2,693 16,566 7,300 10,234 10,234 10,540 TOTAL PATHS &.HARD - SURFACE MAINTENANCE $86,283 $127,124 $70,234 $70,234 $72,340 SKATING RINK MAINT. - 1648 PERSONAL SERVICES: 6010 PAYROLL $111,931 $113,635 $0 $0 $0 6011 OVERTIME 9,362 14,506 0 .0 0 6030 PENSIONS 1,008 7,086 0 0 0 6034 SOCIAL SECURITY 1,451 10,229 0 0 0 6040 FLEX PLAN 1,872 13,096 0 0 0 6045 WORKERS COMPENSATION 326 2,445 0 0 0 125,950 160,997 0 0 0 CONTRACTURAL SERVICES: 6103 PROFESSIONAL SERVICES 4,285 355 0 0 0 COMMODITIES: 6406 GENERAL SUPPLIES 3,816 1,164 3,700 3,700 3,811 6530 REPAIR -PARTS 1,480 26 1,932 1,932 1,990 5,296 1,190 5,632 5,632 5,801 TOTAL.SKATING RINK MAINT. $135,531 $162,542 $5,632 $5,632 $5,801 CITY OF EDINA ANNUAL BUDGET PAGE - 81 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION 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. Explanation of Change: Equipment Replacement was increased by, $79,000 for equipment that was previously purchased by equipment certificates. Weed Mowing - 1.652: 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 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED EQUIPMENT -1650 EQUIPMENT: 6710 REPLACEMENT $56,785 $26,906 $31,644 $31,644 $111,206 TOTAL EQUIPMENT $56,785 $26,906 $31,644 $31,644 $111,206 WEED MOWING -1652 PERSONAL SERVICES: 6010 PAYROLL $0 $13,735 $0 $0 $0 6011 OVERTIME 0 589 0 0 0 6030 PENSIONS 0 106 0 0 0 6034 SOCIAL SECURITY 0 1,179 0 0 0 6040 FLEX PLAN 0 184 0 0 0 6045 WORKERS COMPENSATION 0 198 0 0 0 0 15,991 0 0 0 CONTRACTURAL SERVICES: 6103 PROFESSIONAL SERVICES 0 3,793 0 0 0 TOTAL WEED MOWING $0 $19,784 $0 $0 $0 TOTAL PARK MAINTENANCE $1,804,253 $1,820,249 $2,027,108 $2,027,108 $2,177,191 Non-Departmental Non - Departmental Overview Commissions & Special Project: 40.6% Non - Departmental Distribution by Area ^ ^' ^ ^encies I% Employee Program 23.3% Non - Departmental Distribution by Expenditure Equipment 14.0% Personal Services Contractual Services 64.6% Capital Plan 9.0% Special sessments 5.0% CITY OF EDINA ANNUAL BUDGET PAGE 83 FUND: FUNCTION: AREA: 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. 2004 2005 % Total Contingencies Budget $119,431 $123,014 3.00% CITY OF EDINA ANNUAL BUDGET PAGE - 84 FUND: GENERAL FUNCTION: NON - DEPARTMENTAL AREA: CONTINGENCIES PROGRAM: 1500 SUMMARY OF EXPENDITURES ACCT. DESCRIPTION 2002 ACTUAL 2003 ACTUAL 2004 2005 PROPOSED ESTIMATED BUDGETED CONTRACTUAL SERVICES: 6103 TOTAL CONTINGENCIES $22,102 $22,102 $244,707 $244,707 $119,431 $119,431 $119,431 $119,431 $123,014 $123,014 CITY OF EDINA ANNUAL BUDGET PAGE-85 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON - DEPARTMENTAL CAPITAL PLAN 1502 APPROPRIATION SUMMARY OF PERFORMANCE MEASURES i Capital Plan Appropriation -1502: This appropriation reflects the amount the operating budget contributes to the capital plan. Total Capital Plan Budget f 2004 2005 $50,000 $50,000 0 CITY OF EDINA ANNUAL BUDGET PAGE - 86 FUND: FUNCTION: 11PLAN AREA: CAPITAL PROGRAM: GENERAL NON - DEPARTMENTAL APPROPRIATION 1502 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED 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 PAGE - 87' FUND: FUNCTION: AREA: PROGRAM: GENERAL NON- DEPARTMENTAL SPECIAL ASSESSMENTS 1503 ON CITY PROPERTY SUMMARY OF PERFORMANCE MEASURES i 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. 2004 2005 % Total Special Assessments Budget $27,000 $28,000 3.70% CITY OF EDINA ' ANNUAL BUDGET PAGE - 88 FUND: FUNCTION: AREA: SPECIAL PROGRAM: GENERAL NON - DEPARTMENTAL ASSESSMENTS ON CITY PROP SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED SPECIAL ASSESSMENTS: 6915 $40,380 $28,188 $27,000 $27,000 $28,000 TOTAL SPECIAL ASSESSMENTS $40,380 $28,188 $27,000 $27,000 $28,000 CITY OF EDINA ANNUAL BUDGET PAGE - 89 FUND: FUNCTION: AREA: PROGRAM: GENERAL. NON- DEPARTMENTAL FIRE STATION DEBT 1510 SERVICE SUMMARY OF PERFORMANCE MEASURES I Fire Station Debt Service - 1510: This budget was used to pay the debt service the York Avenue fire station. Explanation of Change: The remaining debt will be prepaid from the Capital Improvement Program. The debt was scheduled to end in 2006, however, by prepaying.in 2004, the City will save approximately $15,000, in interest payments. Total Fire Station Debt Service 200.4 2005 % $0 $0 0 CITY OF EDINA ANNUAL BUDGET PAGE - 90 FUND: GENERAL FUNCTION: NON - DEPARTMENTAL AREA: FIRE STATION DEBT SERVICE PROGRAM: . 1510 SUMMARY OF EXPENDITURES ACCT. DESCRIPTION 2002 ACTUAL 2003 ACTUAL 2004 2005 PROPOSED ESTIMATED.' BUDGETED CONTRACTUAL SERVICES: 8220 DEBT SERVICE PAYMENTS TOTAL FIRE DEBT SERVICE $83,761 $83,761 $83,761 $83,761 $0 $0 $0 $0 $0 $0 CITY OF EDINA ANNUAL BUDGET PAGE- 91 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON- DEPARTMENTAL EMPLOYEE PROGRAMS 1513 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. - 2004 2005 % Total Employee Programs $126,724 $130,000 2.58% CITY OF EDINA ANNUAL BUDGET PAGE - 92 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON- DEPARTMENTAL EMPLOYEE PROGRAMS 1513 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED PERSONAL SERVICES: 6035 SEPARATION BENEFITS $59,529 $123,400 $115,720 $115,720 $119,200 CONTRACTUAL SERVICES: 6103 EMPLOYEE RECOGNITION 7,428 7,263 6,000 6,000 7,500 6203 CLOTHING ALLOWANCE 2,216 1,645 _5,004 5,004 3,300 9,644 8,908 11,004 ` 11,004 10,800 TOTAL EMPLOYEE PROGRAMS $69,173 $132,308 $126,724 $126,724 $130,000 CITY OF EDINA ANNUAL BUDGET PAGE - 93 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON- DEPARTMENTAL COMMISSIONS & SPECIAL 1504 —1507 PROJECTS SUMMARY OF PERFORMANCE MEASURES i Human Relations Commission -1504: The Human 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 will now solicit 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: AREA: COMMISSIONS PROGRAM: GENERAL NON - DEPARTMENTAL & SPECIAL PROJECTS 1504-1507 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED HUMAN RELATIONS COMMISSION -1504 CONTRACTUAL SERVICES: 6103. PROFESSIONAL SERVICES $94,323 $79,938 $78,329 $78,329 $82,240 6104 CONTINUING EDUCATION 50 0 250 250 250 6105 DUES A SUBSCRIPTIONS 247 247 200 200 200 6136 CHEMICAL HEALTH 0. 0 500 500 500 6218 EDUCATION PROGRAM 289 414 800 800 800 TOTAL HUMAN RELATION COMMISSION $94,909 $80,599 $80,079 $80,079 $83,990 FIREWORKS - 1505 COMMODITIES: 6406 GENERAL SUPPLIES $12,200 $12,400 $0 $0 $0 TOTAL FIREWORKS $12,200 $12,400 $0 $0 $0 SUBURBAN RATE AUTHORITY - 1506 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $4,000 $3,000 $3,000 $3,000 $3,000 TOTAL SUBURBAN RATE AUTHORITY $4,000 $3,000 $3,000 $3,000 $3,000 EDINA RESOURCE CENTER - 1507 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $31,610 $32,400 $32,400 $32,400 $33,372 TOTAL EDINA RESOURCE CENTER $31,610 $32,400 $32,400 $32,400 $33,372 CITY OF EDINA ANNUAL BUDGET PAGE - 95 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON_ - DEPARTMENTAL COMMISSIONS & SPECIAL 1508-1515 PROJECTS 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 will 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 would include 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 passenger 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 will be used by the Edina Public Art Committee to provide opportunities for local artists to exhibit their work; encourage participation in and appreciation of the arts by City residents; serve in an advisory capacity to the City in arts - related policies, gifts, or loans of artwork; and work with the City and the Edina Community Foundation to secure funding for projects. The committee will present any major decisions or policy recommendations in writing to the City Manager and /or the City Council for approval. Total Commissions & Spec. Proj. 2004 2005 % $197,153 $226,368 14.82% CITY OF EDINA ANNUAL BUDGET PAGE - 96 FUND: FUNCTION: AREA: COMMISSIONS PROGRAM: GENERAL NON - DEPARTMENTAL & SPECIAL PROJECTS 1508-1515 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED BUDGETED HUMAN SERVICES PLANNING & COORDINATION - 1508 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $21,536 $0 $22,074 $22,074 $22,736 TOTAL HUMAN SERVICES PLANNING & COORDINATION $21,536 $0 $22,074 $22,074 $22,736 DEER CONTROL PROGRAM -1509 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 7,840 4,634 9,000 9,000 9,270 TOTAL DEER CONTROL $7,840 $4,634 $9,000 $9,000 $9,270 RECORDS MANAGEMENT -1511 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $8,418 $36,022 $26,600 $26,600 $27,000 DIAL A RIDE -1514 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $0 $20,268 $24,000 $24,000 $22,000 PUBLIC ARTSCAPE -1515 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES $0 $0 $0 $0 $25,000 TOTAL PUBLIC ARTS PROGRAM $0 $0 $0 $0 $25,000 TOTAL COMMISSIONS & SPECIAL PROJECTS $180,513 $189,323 $197,153 $197,153 $226,368 Central Services e- 1 Appendix Central Services Overview Equipment Operation 42.8% Central Services Distribution by Area 3eneral 38.7% City Hall Pub. Works Bldg. 9.2% 9.3% Central Services Distribution by Expenditure Equipment 2 c°' Commodities 22.7% Central Services 7.4% Contractual Services 42.9% :s CITY OF EDINA ANNUAL BUDGET PAGE-97 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES GENERAL 1550 SUMMARY OF PERFORMANCE MEASURES General -1550: Personal services consist of 2 full time employees. Central Services General is made up of worker's compensation and liability insurance, upgrade and maintenance to the City's wide area network and shared costs, such as postage, bank charges and r personnel advertising. These costs are allocated based on departmental usage or number of employees in each department. One third of this budget is allocated to our enterprise funds and is not tax supported. Explanation of Change: • Insurance increased $69,000 to reflect increased cost in liability and benefits insurance. • Increased unemployment compensation by $20,000 to reflect actual expenses. dlocated to General Fund: Public Works: Administration Engineering Maintenance_ Police Animal Control Fire Health Inspections Parks: Administration Maintenance 11,592 31,704 84,084 249,984 3,000 130,944 15,708 33,552 43,752 29,196 $796,416 Distribution Annual Mayor & Council 22,152 Administration 41,292 Planning 25,716 Finance 31,224 Elections 6. 696 Assessing 35,820 Public Works: Administration Engineering Maintenance_ Police Animal Control Fire Health Inspections Parks: Administration Maintenance 11,592 31,704 84,084 249,984 3,000 130,944 15,708 33,552 43,752 29,196 $796,416 Distribution Allocated to other Funds: Monthly Annual Monthly 1,846 City Hall 6,156 513 3,441 Public Works Building 4,272 356 2,143 Equipment Operation 17,136 1,428 2,602 Art Center 18,012 1,501 558 Pool 13,620 1,135 2,985 Golf Course 82,704 6,892 Arena 17,448 1,454 966 Edin /Cent 41,124 3,427 2,642 Utilities 113,256 9,438 7,007 50th. Assessment Dist. 1,956 163 20,832 50th,Street - Liquor 26,712 2,226 250 York - Liquor 48,900 4,075 10,912 Vernon - Liquor 44,388 3,699 1,309 Recycling 4,224 352 2,796 Communications 18,372 1,531 3,646 2,433 .458,280 38,190 $66,368 Total $1,254,696 $104,558 2004 2005 % Total Central Services General $1,113,048 $1,254,696 12.73% CITY OF EDINA ANNUAL BUDGET . PAGE - 98 FUND: FUNCTION: - AREA: PROGRAM: GENERAL CENTRAL SERVICES GENERAL 1550 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL PROPOSED ESTIMATED `BUDGETED PERSONAL SERVICES: 6010 PAYROLL $94,477 $101,137 $107,643 $107,643 .$114,137 6030 PENSIONS 1,933,334 6,807 5,953 5,953 6,312 6034. SOCIAL SECURITY 303 8,255 8,235 8,235 8,731 6040 FLEX PLAN 1,536,992 26,544 13,680 13,680 19,656 6045 WORKERS COMPENSATION 38 596 953 953 , 753 6046 UNEMPLOYMENT COMP. 10,248 20,291 3,000 3,000 25,000. 3,575,392 163,630 139,464 139,464 174,589 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 23,499 30,716 29,000 29,000 31,000 6104 COMPUTER TRAINING 2,680. 2,930 12,000 12,000 12,000 6121 PERSONNEL 21,900 34298 40,000 40;000 40;000 6151 EQUIPMENT RENTAL 10,774 11,219 20,000 20,000 18,000 6155 BANK SERVICE CHARGES 43,078 42,826 30,000 30,000 33,853 6160 COMPUTER SOFTWARE 50,022 50,422 58,000 58,000 90,000 6188 TELEPHONE 79,006 82,943 87,000 87,000 85,000 6200 INSURANCE 971,768 583,001 530489 530,489 602,980 6230 SERVICE CONTR. - EQUIP. 11,507 11,717 13,500 13,500 22,100 6235 POSTAGE 42,353 36,262 50,000 50,000 45,000 1,256,587 886,334 869,989 869,989 979,933 COMMODITIES: 6406 GENERAL SUPPLIES 39,287 36,315 49,200 49,200 47,000 EQUIPMENT: 6710 REPLACEMENT 28,690 2,471 54,395 54,395 53,174 6711 NEW 0 0 0 0 0 28,690 2,471 54,395 54,395 53,174 TOTAL GENERAL $4,899,956 $1,088,750 $1,113,048 $1,113,048 $1,254,696 CITY OF EDINA ANNUAL BUDGET PAGE - 99 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: • This budget has been decreased to reflect the costs of the new City Hall and Police Department. A full ,time custodian was .budgeted in 2004 and will not be hired, a cleaning service will be used. In 2004, social security was overstated by $00,000.. Distribution Allocation to Operating Departments Annual Monthly Mayor & Council $14,892 $1,241. Administration 17,376 1,448 Planning 13,464 1,122 Finance 13,476 1,123 Assessing 15,372 1,2811 Public Works: Administration 6,060 505 .Engineer_ ing 18,156 1,513 Police 148,8160 12,405 Health 8,532 711 Inspections 19,320 1,610 Parks 15,756 1,313 Utilities 4,476 373 Communications 2,124 177 Total $297,864 $24,822 2004 2005 % Total City Hall Budget $390,756 $297,864 - 23.77% CITY OF EDINA ANNUAL BUDGET PAGE - 100 FUND: FUNCTION: 1 AREA: PROGRAM: GENERAL CENTRAL SERVICES CITY HALL 1551 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED PERSONAL SERVICES: 6010 PAYROLL $59,931 $58,396 $100,255 $100,255 $59,620 6011 OVERTIME 2,644 1,275 5,000 5,000 5,000 6030 PENSIONS 184 3,296 5,588 5,588 3,571 6034 SOCIAL SECURITY 237 4,243 97,733 97,733 4,944 6040 FLEX PLAN 491 7,878 17,442 17,442 10,196 6045 WORKERS COMPENSATION 46 1,698 3,054 3,054 2,077 63,533 76,786 229,072 229,072 85,408 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 0 0 0 0 40,300 6180 CONTRACTED REPAIR 3,588 3,285 16,100 16,100 13,000 6182 RUBBISH SERVICE 2,024 2,552 3,000 3,000 3,000 6185 LIGHT & POWER 30,821 35,055 56,000 56,000 68,000 6186 HEAT 7;100 15,343 25,000 25,000 35,000 6189 SEWER & WATER 2,073 773 4,500 4,500 3,000 6201 LAUNDRY 3,279 3,308 4,700 4,700 6,000 48,885 60,316 109,300 109,300 168,300 COMMODITIES: -6406 GENERAL SUPPLIES 5,229 6,142 22,000 22,000 18,000 6511 CLEANING SUPPLIES 944 962* 2,600 2,600 4,000 6512 PAPER SUPPLIES 11,971 6,528 15,000 15,000 9,000 6530 REPAIR PARTS 2,518 591 7,000 7,000 7,000 20,662 14,223 46,600 46,600 38,000 CENTRAL SERVICES: 6803 GENERAL 20,424 5,286 5,784 5,784 6,156 TOTAL CITY HALL $153,504 $156,611 $390,756 $390;756 $297,864 CITY OF EDINA ANNUAL BUDGET PAGE - 101 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES PUBLIC WORKS BUILDING 1552 SUMMARY OF PERFORMANCE MEASURES I 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. Allocation to Operating Departments Public Works Parks Equipment Operation Utilities Total Distribution Annual Monthly $38,340 $3,195 28,680 2,390 211,500 17,625 22,680 1,890 $301,200 $25,100 2004 2005 % Total Public Works Building Budget $292,032 $301,200 3.14% CITY OF EDINA ANNUAL BUDGET PAGE - 102 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES PUBLIC WORKS BUILDING 1552 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL 'PROPOSED ESTIMATED BUDGETED PERSONAL SERVICES: 6010- PAYROLL $68,722 $90,289 $71,981 $71,981 $70,718 6011 OVERTIME 383 800 2,550 2,550 2,627 6030 PENSIONS 172 5,079 4,125 4,125 4,056 6034 SOCIAL SECURITY 235 7,197 5,702 5,702 5,615 6040 FLEX PLAN 481 12,210 11,286 11,286 13,452 6045 WORKERS COMPENSATION 97 21669 2,483 2,483 2,588 70,090 118,244 98,127 98,127 99,056 CONTRACTUAL SERVICES: 6103 PROFESSIONAL SERVICES 4,496 5,143 1,100 1,100 1,133 6182 RUBBISH SERVICE 5,291 5,206 4,200 4,200 4,300 6185 LIGHT & POWER 38,540 38,624 42,000 42,000 43,260 6186 HEAT & FUEL OIL 47,254 70,762 65,100 65,100 67,000 6189 SEWER & WATER 3,993 3,667 3,900 3,900 4,096 99,574 123,402 116,300 116,300 119,789 COMMODITIES: 6406 GENERAL SUPPLIES 15,227 19,115 14,000 14,000 14,400 6511 CLEANING SUPPLIES 11,981 14,517 12,000 12,000 12,400 6530 REPAIR PARTS 40,245 33,906 40,100 40,100 41,283 67,453 67,538 66,100 66,100 68,083 CENTRAL SERVICES: 6803 GENERAL 15,960 3,103 3,816 3,816 4,272 EQUIPMENT: 6710 REPLACEMENT 8,080 13,058 7,689 7,689 10,000 TOTAL PUBLIC WORKS BUILDING $261,157 $325,345 $292,032 $292,032 $301,200 CITY OF EDINA ANNUAL BUDGET PAGE - 103 FUND: FUNCTION: AREA: 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. Explanation of Change: • Labor from Street Maintenance workers was previously budgeted here for time, spent maintaining street vehicles. This time will now be budgeted in the Street Maintenance department. Distribution located to General Fund: $1,262,388 $105,199 Allocated to other Funds: Annual Monthly Administration $1,812 $151 Assessing 5,136 4.28 Public Works: 9,456 788 Engineering 18,072 1,506 Supervision 17,376 1,448 Maintenance 512,988 42,749 Police 349,128 29,094 Animal Control 3,756 313 Fire 143,844 11,987 Health 1,944 162 Inspections 15,288 1,274 Park Maintenance 193,044 16,087 $1,262,388 $105,199 Allocated to other Funds: Total $127,452 $10,621 $1,389,840 $115,820 2004 2005 % Total Equipment Operation Budget $1,388,628 $1,389,840 0.09% Annual Monthly Pool $2,784 $232 Golf Course 696 58 Edin /Cent. Lake 9,456 788 Utilities 114,240 9,520 York — Liquor 276 23 Total $127,452 $10,621 $1,389,840 $115,820 2004 2005 % Total Equipment Operation Budget $1,388,628 $1,389,840 0.09% CITY OF EDINA ANNUAL BUDGET PAGE - 104 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES EQUIPMENT OPERATION 1553 SUMMARY OF EXPENDITURES 2002 2003 2004 2005 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED PROPOSED PERSONAL SERVICES: 6010 PAYROLL $338,184 $333,476 $350,291 $350,291 $327,381 6011 OVERTIME 6,022 4,189 3,162 3,162 3,193: 6030 PENSIONS 633 18,532 19,544 19,544 18,286 6034 SOCIAL SECURITY 888 26,152 27,039 27,039 25,293 6040 FLEX PLAN 11394. 38,598 48,495 48,495 46,020 6045 WORKERS COMPENSATION 273 8,338 9,338 9,338 9,864 347,394 429,285 457,869 457,869 430,037 CONTRACTUAL SERVICES: " 6103 PROFESSIONAL SERVICES 38 0 1,500- 1,500 1,500 6160 DATA PROCESSING 5,431 2,827 3,100 3,100 3,200 6180 CONTRACTED REPAIRS 46,483 75,150 76,000 76,000 78,300 6201 LAUNDRY 5,213 6,660 6,600 6,600 6,800 6237 RADIO SERVICE 6,119 2,755 7,500. 7,500 7,700 6238 CAR WASHES 7,058 7,389 5,000 5,000 5,200 6260 LICENSE FEES & PERMITS 29,448 41,189 20,600 20,600 21,205 99,790 135,970 120,300 120,300 123,905 COMMODITIES: 6406 GENERAL SUPPLIES 17,110 21,910 23,000 23,000 23,700 6530 REPAIR PARTS 169,733 202,833 195,000 195,000 200,900 6556 REPLACEMENT OF TOOLS 7,836 8,366 9,000 9,000 9,200 6580 WELDING SUPPLIES 5,629 7,813 7,300 7,300 7,500 6581 GAS & FUEL OIL 188,875 211,480 218,000 218,000 224,500 6583 TIRES & TUBES 33,290 40,847 42,000 42,000 43,300 6584 LUBRICANTS 12,025 13,521 14,000 14,000 14,400 6585 ACCESSORIES 45,013 33,731 55,000 55,000 56,700 6610 SAFETY EQUIPMENT 1,827 3,117 4,500 4,500 4,634 481,338 543,618 567,800 567,800 584,834 CENTRAL SERVICES: 6803 GENERAL 113,256 26,282 15,816 15,816 17,136 6806 PUBLIC WORKS BUILDING 191,916 196,740 205,068 205,068 211,500 305,172 223,022 220,884 220,884 228,636 EQUIPMENT: 6710 REPLACEMENT 24,379 84,700 21,775 21,775 22,428 TOTAL EQUIPMENT OPERATION $1,258,073 $1,416,595 $1,388,628 $1,388,628 $1,389,840 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Tax as % of Value 4628 Valley View Rd Value 97,000 101,200 108,200 115,700 115,700 118,000 123,900 138,700 163,600 180,800 199,000 206,500 19- 028 -24 -34 -0074 Taxes 1,616 1,688 1,942 2,015 1,993 1,840 1,833 1,827 1,899 1,674 1,897 2,023 Tax as % of Value 1.67% 1.67% 1.79% 1.74% 1.72% 1.56% 1.48% 1.32% 1.16% 0.93% 0.95% 0.98% 4602 Moorland Ave. Value 514,700 558,000 569,100 574,700 603,400 633,500 690,500 814,700 924,600 1,037,100 1,168,800 1,280,200 18- 028 -24 -24 -0071 Taxes 12,368 13,195 14,130 13,420 13,372 13,361 13,966 14,552 14,805 11,453 12,866 13,692 Tax as % of Value 2.40% 2.36% 2.48% 2.34% 2.22% 2.11% 2.02% 1.79% 1.60% 1.10% 1.10% 1.07% 5325 Oaklawn Ave. Value 177,700 194,600 204,300 210,300 220,800 226,300 248,900 271,300 300,000 317,200 338,400 514,000 18- 028 -24-43 -0090 Taxes 3,693 4,040 4,461 4,347 4,445 4,298 4,381 4,573 4,735 3,685 4,116 4,142 Tax as % of Value 2.08% 2.08% 2.18% 2.07% 2.01% 1.90% 1.76% 1.69% 1.58% 1.16% 1.22% 0.81% Total Property Taxes I I Market Value 1993 -2004 16,000 14,000 - - 12,000 - - a 10,000 X 8,000 ~ 6,000 - - -- - 4,000 2,000 1900 19R' 19016 19th° 1901 1900 190°j X00° 'L901 ti& CIO'ocP Year -� 4628 Valley View x-4602 Moorland 5325 Oaklawn I m I 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 oi0 9� A6 0^ oil 0°j 00 01 Off' O� Oa 1� 19 9p 1� 1g 1°j Year } 4628 Valley Vi we * 4602 Moorland 5325 Oaklawn,