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HomeMy WebLinkAbout1998-12-29_BOARD OF REVIEWa � t of VU REPORT/RECOMMENDATION To: MAYOR AND COUNCIL Agenda Item HRA I and II.A. From: GORDON L. HUGHES Consent ❑ MANAGER Information Only ❑ Date: DECEMBER 299 1998 Mgr. Recommends ® To HRA ® To Council Subject: TIF DISTRICT AMENDMENTS ❑ Motion ® Resolution ❑ Ordinance ❑ Discussion RECOMMENDATION: Approve attached Resolutions. INFO/BACKGROUND: Attached are Resolutions requiring approval from .the HRA and the City Council with respect to several of our Tax Increment Financing Districts. These Amendments have been recommended by the City Attorney and our Financial Advisors in order to clarify plan amendments that were formally approved in 1988 and in 1990. These plan amendments pooled increments from the 50" & France, Edinborough, Centennial Lakes and Southdale Tax Increment Financing districts into a common fund for debt service and project related costs. The proposed Resolutions clarified the purpose and intent of these prior plan amendments and establish a budget for the pooling. Staff recommends approval of the Resolutions. RESOLU'T'ION APPROVING AMENDED BUDGET FOR TAX INCREMENT FINANCING PLAN BE IT RESOLVED, by the City Council of the City of Edina, Minnesota (the "City "), as follows: 1. Proposed Amended Budget. The City has approved a development program and development district pursuant to Minnesota Statutes, Sections 469.124 to 469.13, and in order to finance the costs to be incurred by the City in connection with the development program, the City has established a tax increment financing district, as defined in Minnesota Statutes, Section 469.174, subdivision 9, designated by the City as the Southdale Tax Increment Financing District (Hennepin County No. 1204) (the "District"). It has been proposed that the City modify the tax increment financing plan for the District by approving amendments to the budget for the District (the "Amended Budget"). The Amended Budget does not increase the bonded indebtedness to be incurred or increase the total estimated tax increment expenditures by the City and approval of the Amended Budget does not require the notice, public hearing, discussion and findings required for approval of the original tax increment financing plan for the District. 2. Use of Tax Increment in Other Tax Increment Financing Districts. Among other things, the tax increment financing plan for the District authorizes the use of the increment from the District to pay project costs and debt service on the bonds authorized by the tax increment financing plans for Centennial Lakes Tax Increment Financing District (Hennepin County No. 1203) ( "TIF District 1203 ") of the Housing and Redevelopment Authority of Edina, Minnesota. Pursuant to such authority the Amended Budget includes a transfer of $1,399,306 from the District to TIF District 1203. Such prior authorization to make such a transfer is hereby ratified and confirmed. 3. Approval of Amended Budget. The Amended Budget has been presented to this Council and are ordered placed on file in the office of the City Clerk, and the Amended Budget is hereby approved. Dated the 2801 day of December, 1998. Attest: Clerk Mayor RESOLUTION APPROVING AMENDED BUDGETS FOR TAX INCREMENT FINANCING PLANS BE IT RESOLVED, by the Board of Commissioners (the "Board ") of the Housing and Redevelopment Authority of Edina, Minnesota (the "HRA"), as follows: 1. Proposed Amended Budgets. The HRA has approved redevelopment plans, as dcfincdin Min.nesnfa .Stafufes;'Sedtibh 469:002; subdivision -16: - and; redevelopment - projects to be undertaken pursuant thereto, ws defined in Minnesota Statutes, Section 469.002, subdivision 14, and that in order to finance the public redevelopment costs to be. incurred by the HRA in connection with the redevelopment plans and the redevelopment projects, the HRA has established tax increment financing districts, as defined in Minnesota Statutes, Section 469.174. subdivision 9, designated by the HRA as 50 "' & France Tax Increment Financing District (Hennepin County No. 1200) ( "TIF District 1200 "), Edinborough Tax Increment Financing District (Hennepin County No. 120 1) ( "TIF District. 1201 ") and Centennial Lakes Tax Increment Financing District (Hennepin County No. 1203) ( "TIF District 1203 "). TIF District 1200, TIF District 1201 and TIF District 1203 are herein together called the "Districts." It has been proposed that the HRA modify the tax increment financinb plans for the Districts by approving amendments to the budgets for each of the Districts (the "Amended Budgets "). The Amended Budgets do not increase the bonded indebtedness to be incurred or increase the total estimated tax increment expenditures by the HRA and approval of the Amended Budgets do not require the notice, public hearing, discussion and findings required for approval of the original tax increment financing plans. 2. Previous Approvals. In 1.990 the HRA approved an amendment to the tax increment financing plan for TIF District. 1200 to authorize use of the tax increment from TIF District 1200 to pay debt service on bonds issued to finance project costs authorized by the tax increment financing plans for TIF District 1.201 and TIF District 1203. Pursuant to such authorization the Amended Budget for TY District 1200 includes a transfer of $10,000,000 from TIF District 1200 to T1F District] 203. In 1988 the HRA authorized the use of tax increment from TI District 1201 to pay project costs included in the tax increment financing plan for TIF District 1203. - Pursuant to such authority the Amended Budget for TIF District 1201 includes a transfer of $17,000,000 from TIF District 1.201 to TIF District 1203. The prior approvals of the HRA authorizing such transfers are hereby ratified and confirmed. 3. Approval of Amended Budgets. The Amended Budgets have been presented to this Board and are ordered placed on file in the office of the Executive Director of the HRA, and the Amended Budgets are hereby approved. Dated the 2V day of December, 1998. Attest: Secretary -2- Chairperson 1200 AMENDED BUDGET - TID 1200 (50th & France) Expenses /Revenu Proposed Amended Sources of Funds Current Budget es thru 12 -31 -97 Budget Tax Increment Revenue $ 18,817,930 $ 13,789,416 $ 31,748,489 Interest on Invested Funds $ 893,618 $ 2,000,000 Bond Proceeds $ 5,280,000 $ 5,251,998 $ 5,280,000 Real Estate Sales $ 170,782 $ 170,782 $ 170,782 Special Assessments $ 1,321,096 $ 728,505 $ 1,321,096 Rent/Lease Revenue $ - $ - $ - Grants $ 214,828 $ 186,064 $ 214,828 Other $ - $ - $ - State Aid $ 418,871 $ 418,871 $ 418,871 Parking Permits $ 38,208 $ 210,721 $ 210,721 Misc. $ - $ 43,661 $ 43,661 Transfers in $ - $ - $ - Total Sources of Funds $ 26,261,715 $ 21,693,636 $ 41,408,448 Uses of Funds Land /Building Acquisition $ 872,539 $ 652,539 $ 872,539 Site Imp. /Preparation $ 6,257,748 $ 5,645,427 $ 5,645,427 Public Utilities $ - $ - $ - Parking Facilities $ 1,200,000 $ - $ 1,500,000 Streets &Sidewalks $ - $ - $ 590,000 Park Facilities $ - $ - $ - Social /Recreational $ - $ - $ - Interest Reduction $ - $ - $ - Bond Principal Payments $ 5,280,000 $ 2,200,000 $ 5,280,000 Bond Interest Payments $ 4,738,329 $ 3,254,952 $ 4,738,329 Loan Principal Payments $ - $ - $ - Loan /Note Interest $ 9,400 $ 363,037 $ 363,037 Administration $ 1,817,930 $ 1,032,233 $ 1,500,000 Other $ - $ - $ - Misc. $ 7,100 $ 22,478 $ 25,000 Other Improvements $ 29,125 $ 27,901 $ 29,125 Paid to other Govts. $ - $ 3,118 $ 19,000 Total Uses of Funds $ 20,212,171 $ 13,201,685 $ 20,562,457 District Balance (Deficiency) $ 20,845,991 Transfers Out $ 10,000,000 District Balance (Deficiency) $ 10,845,991 NOTE: CURRENT BUDGET LESS BOND P &l: $10,184,091 PROPOSED AMENDED BUDGET LESS BOND P &1: $10,181,091 Page 1 1201 AMENDED BUDGET - TID 1201(EDINBOROUGH) Uses of Funds Land /Building Acquisition $ 15,278,569 Expenses /Rev 11,290,268 $ 12,200,000 Site Imp. /Preparation $ enues thru 12- 468,098 Amended Sources of Funds Current Budget $ 31 -97 $ Budget Tax Increment Revenue $ 85,000,000 $ 28,061,498 $ 75,000,000 Interest on Invested Funds $ - $ 2,062,894 $ 4,000,000 Bond Proceeds $ 21,470,000 $ 20,219,852 $ 21,470,000 Real Estate Sales $ 1,750,000 $ 2,147,052 $ 3,000,000 Special Assessments $ - $ - $ - Rent/Lease Revenue $ - $ - $ ' Grants $ - $ - $ ' Other 17,000,000 - $ - $ - CDBG $ - $ 189,221 $ 189,221 Misc. $ - $ 25,931 $ 50,000 Transfers in $ - $ - $ - Total Sources of Funds $ 108,220,000 $ 52,706,448 $ 103,709,221 Uses of Funds Land /Building Acquisition $ 15,278,569 $ 11,290,268 $ 12,200,000 Site Imp. /Preparation $ 2,392,303 $ 468,098 $ 2,000,000 Public Utilities $ 21,894,254 $ 15,397,695 $ 16,000,000 Parking Facilities $ - $ - $ - Streets &Sidewalks $ - $ - $ - Park Facilities $ - $ - $ ' Social /Recreational $ - $ - $ - Interest Reduction $ - $ 1,826,556 $ 1,850,000 Bond Principal Payments $ 21,470,000 $ 8,715,000 $ 21,470,000 Bond Interest Payments $ 17,000,000 $ 16,917,225 $ 17,000,000 Loan Principal Payments $ - $ - $ - Loan /Note Interest $ - $ - $ - Administration $ 2,466,200 $ 2,139,859 $ 2,700,000 Other - - ' Park Dedication $ - $ 767,852 $ 767,852 Paid to other Govts. $ - $ 19,816 $ 100,000 Total Uses of Funds $ 80,501,326 $ 57,542,369 $ 74,087,852 District Balance (Deficiency) $ 29,621,369 Transfers Out $ 17,000,000 District Balance (Deficiency) $ 12,621,369 NOTE. CURRENT BUDGET LESS BOND P&I. 842,031,326 MAXIMUM BUDGET PER ORIGINAL PLAN AS AMENDED: 835,679,855 PROPOSED BUDGET LESS BOND P&1 AND TRANSFERS: 835,617,852 Page 1 1203 AMENDED BUDGET - TID 1203(CENTENNIAL LAKES) Uses of Funds Land /Building Acquisition $ 13,900,000 Expenses /Rev 19,585,499 $ 24,000,000 Site Imp. /Preparation Current enues thru 12- 10,027,658 Amended Sources of Funds Public Utilities Budget - 31 -97 - Budget Tax Increment Revenue $ 80,000,000 $ 8,209,085 $ 70,000,000 Interest on Invested Funds $ - $ 2,122,878 $ 4,000,000 Bond Proceeds $ 41,400,000 $ 31,810,084 $ 41,400,000 Real Estate Sales $ 5,000,000 $ 6,865,974 $ 11,500,000 Special Assessments $ - $ - $ - Rent/Lease Revenue $ - $ - $ ' Grants $ - $ $ $ ' Other Loan Principal Payments - - $ - - Misc. $ - $ 15,305 $ 20,000 Sale of Materials $ - $ 255,710 $ 255,710 Developer Payments $ - $ 297,826 $ 297,826 Transfers in $ - $ - $ 28,144,448 Total Sources of Funds $ 126,400,000 $ 49,576,862 $ 155,617,984 Uses of Funds Land /Building Acquisition $ 13,900,000 $ 19,585,499 $ 24,000,000 Site Imp. /Preparation $ 26,677,000 $ 10,027,658 $ 11,000,000 Public Utilities $ - $ - $ - Parking Facilities $ - $ - $ - Streets &Sidewalks $ - $ - $ 2,000,000 Park Facilities $ - $ - $ 11,500,000 Social /Recreational $ - $ - $ - Interest Reduction $ - $ $ - Bond Principal Payments $ 41,400,000 $ 1,050,000 $ 41,400,000 Bond Interest Payments $ 38,000,000 $ 19,317,277 $ 38,000,000 Loan Principal Payments $ - $ - $ - Loan /Note Interest $ - $ - $ - Administration $ 1,140,800 $ 1,298,583 $ 4,000,000 Other - - - Paid to other Govts. $ - $ 2,119 $ 25,000 Total Uses of Funds $ 121,117,800 $ 51,281,136 $ 131,925,000 District Balance (Deficiency) $ 23,692,984 Transfers Out $ - District Balance (Deficiency) $ 23,692,984 NOTE. CURRENT BUDGET LESS BOND P &1: $41,717,800 MAXIMUM BUDGET PER ORIGINAL PLAN AS AMENDED: $60,500,000 PROPOSED BUDGET LESS BOND P &I AND TRANSFERS: $52,525,000 Page 1 1204 AMENDED BUDGET -TID 1204(SOUTHDALE) Uses of Funds Land /Building Acquisition $ Expenses /Re $ - Current venues thru Amended Sources of Funds Budget 12 -31 -97 Budget Tax Increment Revenue $ 22,657,749 $ 5,544,667 $ 5,544,667 Interest on Invested Funds $ - $ 693,047 $ 768,047 Bond Proceeds $ 9,400,000 $ - $ - Real Estate Sales $ - $ - $ ' Special Assessments $ - $ - $ - Rent/Lease Revenue $ - $ - $ ' Grants $ - $ - $ - Other $ - $ - $ - State Aid $ - $ - $ - Parking Permits $ - $ - $ - Misc. $ - $ - $ - Transfers in $ - $ - $ - Total Sources of Funds $ 32,057,749 $ 6,237,714 $ 6,312,714 Uses of Funds Land /Building Acquisition $ 50,000 $ - $ Site Imp. /Preparation $ - $ - $ - Public Utilities $ 5,800,000 $ 188,720 $ 188,720 Parking Facilities $ - $ - $ - Streets &Sidewalks $ 1,100,000 $ - $ - Park Facilities $ - $ - $ - Social /Recreational $ - $ - $ ' Interest Reduction $ - $ - $ - Bond Principal Payments $ 9,400,000 $ - $ - Bond Interest Payments $ 13,257,749 $ - $ - Loan Principal Payments $ - $ - $ ' Loan /Note Interest $ - $ - $ - Administration $ 500,000 $ 831 $ 6,086 Other - - - Equipment $ 450,000 $ - $ Cap. Interest $ 500,000 $ - $ - Tax Abatement $ - $ 4,718,602 $ 4,718,602 Total Uses of Funds $ 31,057,749 $ 4,908,153 $ 4,913,408 District Balance (Deficiency) $ 1,329,561 $ 1,399,306 Transfers Out $ 254,858 $ 1,399,306 District Balance (Deficiency) $ 1,074,703 $ - NOTE. CURRENT BUDGET LESS BOND P &h. $8,400,000 MAXIMUM BUDGET PER ORIGINAL PLAN AS AMENDED: $8,400,000 PROPOSED BUDGET LESS BOND P &I AND TRANSFERS: $189,551 Page 1 a AN Memo To: Mayor Smith and Members of the City Council From: Kenneth Rosland Date: August 12, 1998 Re: 1999 CITY BUDGET Attached herewith is the proposed 1999 City of Edina budget. This proposed budget is based upon projections presented to you during our budget assumptions meetings. We trust that this budget reflects the guidelines established by the Council during this process. EXPENDITURES The proposed 1999 General Fund Expenditures are $18,526,834. This represents a 3.42 percent increase from 1998. Chart 1 compares the proposed 1999 expenditure increase with past increases. • Page 1 6.00% 4.97% 5.00% 06 4.00% C r M 3.00% C a 2.00% 1.00% 0.00% 1996 1997 1998 1999 Year Chart 1 The following items comprise the major expenditure changes from the 1999 budget WAGE AND EMPLOYEE BENEFIT INCREASE The proposed budget includes a wage adjustment of three percent In addition a $10.00 per month increase is proposed for that portion of each employee's health insurance benefit package which is funded by the City. GENERAL GOVERNMENT General Elections The proposed budget reduces $70,000 as there will not be a General Election in 1999. Assessing The proposed budget includes $60,000 to fund a new appraiser position. PUBLIC SAFETY Police Department The proposed budget includes $20,000 to fund overtime for traffic enforcement Fire Department The proposed budget includes $50,000 to fund the costs of overtime due to the increasing number of calls for the department This additional amount would need to be funded for three years to reach the level of actual spending assuming we continue to have a 7% increase in calls and a 3% cost of living factor. The proposed budget includes $15,000 for a part-time position. The cost for this position should be fully recovered in fees and charges. Building Department The proposed budget includes $45,000 to fund an additional % time inspector. COMMISSIONS AND SPECIAL PROJECTS Deer Control Program The proposed budget includes a $4,500 reduction due to a one year suspension of the Deer Control Program. CENTRAL SERVICES PERA The proposed budget includes $40,000 to fund the increase in city contributions to PERA. The PERA program has set a mandate that requires the City to increase its employers contribution from 4.48% to 5.18 %. • Page 2 Vk Insurance The proposed budget includes a $20,000 reduction in the cost of liability and casualty insurance coverage. Employee Recognition The proposed budget includes $2,500 to fund an employee recognition program. Technology Plan The proposal for the 1999 budget is to reduce our expenditures from last years budget by $30,000 for Phase 3 of the Technology Plan. This last phase of the plan will connect our offsite facilities with the city hall network. Four of these facilities impact the general fund (fire -2, public works and the senior center) while all the rest are within our enterprise funds. This network connection will give the offsite facilities: e-mail capabilities, scheduling with city hall, share file access, intemet access, etc. This phase also includes upgrading our MIS Coordinator from 4 days a week to full time status. REVENUES Property Taxes The proposed budget requires an increase in our property tax levy of 1.35 percent which reflects the State imposed levy limit for 1999. This is the maximum the City can levy for 1999. Any additional funds must come.from other sources of revenue as outlined below. Transfer from Reserves The proposed budget does not include a transfer from reserves as was the case in the 1998 budget. Building Permits, Ambulance Revenues, Court Fines Each of these revenue items reflect an increase based upon our recommended fee increases as well as our estimate of activity in these areas. Transfer from Liquor Store The proposed budget includes an increase in the operating transfer from the liquor store of $30,000 which reflects the increase level of earnings for the Liquor Enterprise. • Page 3 The following graph represents the distribution of the City's revenue Intgov't Aid Court Fines 8.5% 2.5% Fees & Charges 8.8% Licenses & Permits 6.6% sources: August 12, 1998 August 19, 1998 September 15, 1998 November /December • Page 4 Misc. Revenue 2.9% axes ).6% BUDGET ADOPTION SCHEDULE 5:00 P.M. Budget Hearing 5:00 P.M. Budget Hearing (if needed) 7:00 P.M. Certify Maximum Levy to County Truth in Taxation Hearings and Final Levy & Budget Adoption J ow e ' ,. A. 04 e 1999 ANNUAL BUDGET TABLE OF CONTENTS PAGE SUMMARY OF REVENUES & EXPENDITURES Overview Revenue by Fund & Source 1 - 2 Expenditures by Fund & Source 3 - 4 II. GENERAL GOVERNMENT Overview Mayor & Council 5 - 6 Administration 7- 8 Planning 9-10 Finance 11-12 Election 13-14 Assessing 15-16 Legal & Court Services 17-18 III. PUBLIC WORKS Overview Administration 19-20 Engineering 21-22 Supervision 23-24 Payroll Distribution 25-26 Street Maintenance 27-30 Street Lighting 31-32 Street Name Signs 33-34 Traffic Control 35-36 Bridges /Guard Rails 37-38 Retaining Wall Maintenance 39-40 Sidewalks /Ramps /Parking Lots 41-44 o e /l 1999 ANNUAL BUDGET J � TABLE OF CONTENTS IV. V. VI PUBLIC SAFETY Overview Police Protection Civilian Defense Animal Control Fire Protection Public Health Inspections PARK & RECREATION Overview Administration Recreation Payroll Distribution Maintenance NON - DEPARTMENTAL Overview Contingencies Capital Plan Appropriation Special Assessments on City Property Fire Station Debt Service 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 89-92 93 -94 95-96 97-98 99-100 O+ -�r7Ap MEN Intgov't 2.9% Court Fines 2.5% Fees & Charges 8.8% Licenses & Perm 6.6% Revenue Overview Total Revenues Distribution by Type Misc. Revenue Taxes 70.6% Expenditure Overview Total Expenditures Distribution by Area Central Services 2' Equipment 6.2% Commodities 4.3% Conti Senj _ 13.0% Total Expenditures Distribution by Type Non - Departmental General Park & Rec. 1.9o% u Government 19 doh 13.7% Public 48.9 io Salaries 55.4% Public Works 23.1% CITY OF EDINA ANNUAL BUDGET PAGE - 1 FUND: GENERAL I REVENUE SUMMARY REVENUES SUMMARY 1996 1997 1998 1999 DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED GENERAL FUND: TAXES: PROPERTY TAXES $11,763,898 $12,136,817 $13,099,140 $13,099,140 $13,276,433 PENALTIES AND INTEREST (16,155) (31,093) 5,000 5,000 5,000 LOSS DUE TO ABATEMENTS 0 0 (250,000) (250,000) (200,000) TOTAL TAXES 11,747,743 12,105,724 12,854,140 12,854,140 13,081,433 LICENSE AND PERMITS: BEER WINE & LIQUOR 30,586 31,436 30,000 30,000 32,000 CIGARETTE 9,470 6,055 6,000 6,000 7,000 DOG AND IMPOUNDING FEES 14,837 21,014 14,000 14,000 14,000 FOOD AND SOFT DRINKS 67,507 71,492 71,000 71,000 73,000 GAS PUMPS, TANKS AND BURNING 2,199 9,170 2,000 2,000 2,000 TEMP TRUCK ROUTE 1,140 3,100 3,000 3,000 3,000 MASSAGE AND AMUSEMENT 1,235 1,200 1,000 1,000 1,000 SCAV. AND GARBAGE COLLECTION 8,495 7,905 8,000 8,000 8,000 BUILDING 856,164 918,754 660,000 660,000 790,000 PLUMBING 80,138 85,567 72,000 72,000 80,000 SIGN 5,520 6,301 5,000 5,000 5,000 HEATING, VENT AND MECHANICAL 224,778 165,630 160,000 160,000 165,000 OTHER 46,286 20,031 7,000 7,000 10,000 POOLS AND SPA 16,447 24,879 16,000 16,000 17,000 SPRINKLER 17,625 16,434 12,000 12,000 14,000 TOTAL LICENSES AND PERMITS 1,382,427 1,388,968 1,067,000 1,067,000 1,221,000 FEES AND CHARGES: ENGINEERING AND CLERICAL 187,577 78,461 120,000 120,000 110,000 PLANNING FEES 19,210 18,593 13,000 13,000 15,000 FALSE ALARM - POLICE 55,808 58,822 51,000 51,000 52,000 FALSE ALARM - FIRE 0 0 2,000. 2,000 15,000 POLICE SERVICES 78,307 75,227 75,000 75,000 75,000 HAZMAT FEE 1,048 1,000 1,000 1,000 1,000 SERVICES HRA 180,000 180,000 180,000 180,000 180,000 CHARGES TO OTHER FUNDS 141,756 146,700 145,080 145,080 149,439 AMBULANCE SERVICE 821,600 900,309 790,000 790,000 900,000 RECREATION REGISTRATION 91,816 87,764 88,000 88,000 90,000 ASSESSING SEARCHES 780 430 0 0 0 LABORATORY FEES 10,010 10,246 12,000 12,000 10,000 MAINT ASSMT - 50TH & FRANCE 10,000 10,000 10,000 10,000 11,000 HOUSING FOUNDATION CONTRACT 23,723 8,672 20,000 20,000 24,000 TOTAL FEES AND CHARGES 1,621,635 1,576,224 1,507,080 1,507,080 1,632,439 CITY OF EDINA ANNUAL BUDGET PAGE - 2 FUND: GENERAL T REVENUE SUMMARY REVENUES SUMMARY 1996 1997 1998 1999 DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUD ED FINES AND FORFEITURES: MUNICIPAL COURT FINES 456,589 562,910 430,000 430,000 470,000 OTHER REVENUES: INCOME ON INVESTMENTS $16,815 $30,812 $15,000 $15,000 $20,000 SALE AND RENTAL OF PROPERTY 103,367 149,047 50,000 50,000 63,972 DONATIONS 0 0 500 500 400 MISCELLANEOUS REVENUE 10,402 45,186 20,000 20,000 25,000 TRANSFER FROM RESERVES 0 254,858 66,728 66,728 0 CONTRIBUTION FROM LIQUOR 400,000 0 400,000 400,000 430,000 TOTAL OTHER REVENUES 530,584 479,903 552,228 552,228 539,372 INTERGOVERNMENTAL AID: HACA 917,820 956,224 872,635 872,635 956,476 HIGHWAY AID 140,000 140,000 140,000 140,000 140,000 FEDERAL AID 8,000 17,000 8,000 8,000 8,000 POLICE AID (1 %) 334,424 311,044 320,000 320,000 315,000 STATE HEALTH SUBSIDY 0 81,136 49,680 49,680 163,114 HENNEPIN COUNTY HEALTH 113,106 138,244 113,000 113,000 0 TOTAL INTERGOVERNMENT AID 1,513,350 1,643,648 1,503,315 1,503,315 1,582,590 TOTAL OPERATING REVENUE $17,252,328 $17,757,377 $17,913,763 $17,913,763 $18,526,834 CITY OF EDINA ANNUAL BUDGET PAGE - 3 FUND: GENERAL EXPENDITURE SUMMARY SUMMARY OF EXPENDITURES 1996 1997 1998 1999 DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETE GENERAL FUND: GENERAL GOVERNMENT: MAYOR & COUNCIL $65,215 $65,314 $66,056 $66,056 $66,968 ADMINISTRATION 677,858 751,711 727,649 727,649 765,638 PLANNING 242,959 260,348 294,287 294,287 302,696 FINANCE 396,493 417,591 427,063 427,063 439,618 ELECTIONS 96,857 33,353 129,381 129,381. 59,280 ASSESSING 423,650 462,194 446,437 446,437 529,431 LEGAL & COURT SERVICES 319,713 308,167 375,000 375,000 381,000 TOTAL GENERAL GOVERNMENT $2,222,745 $2,298,678 $2,465,873 $2,465,873 $2,544,631 PUBLIC WORKS: ADMINISTRATION $140,058 $146,572 $146,178 $146,178 $150,434 ENGINEERING 474,429 491,000 557,916 557,916 593,046 SUPERVISION 498,616 552,839 564,957 564,957 585,357 STREET MAINTENANCE 2,023,884 1,918,751 2,119,159 2,119,159 2,163,851 STREET LIGHTING 355,504 511,139 430,000 430,000 425,000 STREET NAME SIGNS 59,076 65,217 68,500 68,500 67,500 TRAFFIC CONTROL 122,754 108,465 144,000 144,000 150,000 BRIDGES /GUARD RAILS 12,456 9,365 18,500 18,500 18,500 RETAINING WALL MAINTENANCE 7,569 11,031 18,000 18,000 21,000 SIDEWALKS, RAMPS.& PARKING LOTS 105,910 154,352 118,000 118,000 111,500 TOTAL PUBLIC WORKS $3,800,256 $3,968,731 $4,185,210 $4,185,210 $4,286,188 PUBLIC SAFETY: POLICE PROTECTION $4,317,454 $4,585,503 $4,850,576 $4,850,576 $5,011,231 CIVILIAN DEFENSE 29,299 42,895 38,164 38,164 39,504 ANIMAL CONTROL 41,299 52,047 66,905 66,905 69,943 FIRE PROTECTION 2;684,722 2,661,521 2,900,372 2,900,372 3,036,145 PUBLIC HEALTH 358,593 356,158 428,371 428,371 427,727 INSPECTIONS 335,615 353,728 417,998 417,998 479,347 TOTAL PUBLIC SAFETY $7;766,982 $8,051,852 $8,702,386 $8,702,386 $9,063,897 PARK & RECREATION: ADMINISTRATION $454,055 $480,288 $523,102 $523,102 $541,608 RECREATION 127,681 153,553 140,748 140,748 145,518 MAINTENANCE 1,451,581 1,501,479 1,547,388 1,547,388 1,602,087 TOTAL PARK DEPARTMENT $2,033,317 $2,135,320 $2,211,238 $2,211,238 $2,289,213 CITY OF EDINA ANNUAL BUDGET PAGE - 4 FUND: GENERAL EXPENDITURE SUMMARY SUMMARY OF EXPENDITURES 1996 1997 1998 1999 DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED NON - DEPARTMENTAL EXPENSES: CONTINGENCIES $135,945 $93,866 $75,000 $75,000 $75,000 SPECIAL ASSESSMENTS 18,842 15,890 26,000 26,000 20,000 CAPITAL PLAN APPROPRIATION 50,159 0 0 0 0 FIRE DEPT. DEBT SERVICE 0 83,681 84,000 84,000 84,000 COMMISSIONS 8 SPEC. PROJECTS 96,428 147,075 164,056 164,056 163,905 TOTAL NON - DEPARTMENTAL $301,374 $340,512 $349,056 $349,056 $342,905 TOTAL OPERATING EXPENDITURES $16,124,674 $16,795,093 $17,913,763 $17,913,763 $18,526,834 General Government Overview General Government Distribution by Area LEGAL & COURT SERVE 15.0 ASSESSING 20.8% ELECTIC 2.3% MAYOR AND COUNCIL 2.6% FINANCE 17.3% ADMINISTRATION 30.1% INING 11.9% General Government Distribution by Expenditure Central Services 16.8% Commodities 0.4% Contractual Services 25.8% Equipment 1.1% Salaries 55.9% CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT MAYOR & COUNCIL 0100 SUMMARY OF PERFORMANCE MEASURES Mayor & Council - 0100: A PAGE -5 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 Mondays of each month at City Hall. The City Council also serves as the commissioners of the Housing Redevelopment Authority. 1998 1999 Total Mayor & Council Budget $66,056 $66,968 of I.VV /V CITY OF EDINA ANNUAL BUDGET PAGE -6 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT MAYOR & COUNCIL 0100 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED ADOPTED PERSONAL SERVICES: 4105 PAYROLL $26,736 $27,498 $27,500 $27,500 $27,500 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 0 15 500 500 500 4206 MEETING EXPENSE 3,175 2,859 3,300 3,300 3,300 4208 MILEAGE 0 0 0 0 0 3,175 2,874 3,800 3,800 3,800 COMMODITIES: 4504 GENERAL SUPPLIES 3,132 1,978 1,000 1,000 1,000 CENTRAL SERVICES: 4802 GENERAL 21,576 22,212 22,692 22,692 23,340 4804 CITY HALL 10,596 10,752 11,064 11,064 11,328 32,172 32,964 33,756 33,756 34,668 TOTAL MAYOR & COUNCIL $65,215 $65,314 $66,056 $66,056 $66,968 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL I GENERAL GOVERNMENT I ADMINISTRATIO1 1 0120 SUMMARY OF PERFORMANCE MEASURES Administration - 0120: Personal services consist of 8 full time employees in this area. PAGE -7 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 1998 1999 % Total Administration Budget $727,649 $765,638 5.22% CITY OF EDINA ANNUAL BUDGET PAGE -8 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT ADMINISTRATION 0120 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $442,187 $487,786 $477,696 $477,696 $498,637 4110 OVERTIME 4,384 6,276 4,600 4,600 4,800 446,571 494,062 482,296 482,296 503,437 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 14,652 10,281 20,000 20,000 30,000 4202 CONTINUING EDUCATION 5,159 3,809 3,500 3,500 4,000 4204 DUES & SUBSCRIPTIONS 47,012 43,478 50,000 50,000 52,000 4206 MEETING EXPENSE 2,059 2,377 2,000 2,000 2,000 4208 MILEAGE 9,522 9,626 9,500 9,500 15,713 4210 LEGAL ADVERTISEMENTS 11,786 15,294 8,000 8,000 9,000 4256 TELEPHONE 1,935 1,581 1,400 1,400 1,400 4290 POSTAGE 7 39 0 0 0 92,132 86,485 94,400 94,400 114,113 COMMODITIES: 4502 BOOKS AND PAMPHLETS 80 251 200 200 200 4504 GENERAL SUPPLIES 439 1,793 600 600 600 4516 OFFICE SUPPLIES 142 1,044 200 200 200 4600 PRINTING 633 206 300 300 300 1,294 3,294 1,300 1,300 1,300 CENTRAL SERVICES: 4802 GENERAL 109,620 114,000 116,760 116,760 120,204 4804 CITY HALL 16,980 17,232 17,772 17,772 18,192 4808 EQUIPMENT OPERATION 5,220 5,388 5,556 5,556 2,892 131,820 136,620 140,088 140,088 141,288 EQUIPMENT: 4901 REPLACEMENT 6,041 31,250 9,565 9,565 5,500 TOTAL ADMINISTRATION $677,858 $751,711 $727,649 $727,649 $765,638 CITY OF EDINA ANNUAL BUDGET D: FUNCTION: AREA: GENERAL GENERAL GOVERNMENT I . PLANNING SUMMARY OF PERFORMANCE MEASURES Planning - 0140: Personal services consist of 3 & 3/ full time employees in this area. a PAGE -9 0140 The Planning Department provides staff service to the City Council, the Planning Commission, the Board of Appeals and Adjustments, the Heritage Preservation Board and the Housing and Redevelopment Authority (HRA). 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. Total Planning Budget 1998 1999 $294,287 $302,696 CITY OF EDINA ANNUAL BUDGET PAGE - 10 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT PLANNING 0140 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $178,818 $189,917 $199,786 $199,786 $205,863 4110 OVERTIME 2,054 1,192 2,500 2,500 2,600 180,872 191,109 202,286 202,286 208,463 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0 236 20,000 20,000 20,000 4202 CONTINUING EDUCATION 530 105 1,275 1,275 1,275 4204 DUES & SUBSCRIPTIONS 276 271 465 465 465 4206 MEETING EXPENSE 12 0 100 100 100 4208 MILEAGE 3,012 3,117 3,250 3,250 3,250 3,830 3,729 25,090 25,090 25,090 COMMODITIES: .4502 BOOKS AND PAMPHLETS 0 17 100 100 100 4504 GENERAL SUPPLIES 184 449 100 100 500 4508 PHOTOGRAPHIC SUPPLIES 722 0 100 100 100 4600 PRINTING 63 0 515 515 515 969 466 815 815 1,215 CENTRAL SERVICES: 4802 GENERAL 51,504 53,760 54,936 54,936 56,496 4804 CITY HALL 5,784 5,880 6,060 6,060 6,204 57,288 59,640 60,996 60,996 62,700 EQUIPMENT: 4901 REPLACEMENT 0 5,404 5,100 5,100 5,228 TOTAL PLANNING $242,959 $260,348 $294,287 $294,287 $302,696 CITY OF EDINA ANNUAL BUDGET PAGE -11 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT FINANCE 0160 SUMMARY OF PERFORMANCE MEASURES Finance - 0160: Personal services consist of 5 &'/2 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 1997, the finance department issued over 12,000 payroll checks on a payroll of over $14,000,000 for approximately 900 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; I • Issuance of 12,500 accounts payable checks on expenditures of over $61,000,000 for general operating, debt service, capital projects, enterprise activities and other City functions during 1997; • Performing financial analysis on investments and various proposals; • Oversee the operations of 3 liquor stores totaling $720,000 in net income. 1998 1999 % Total Finance Budget $427,063 $439,618 2.94% CITY OF EDINA ANNUAL BUDGET PAGE -12 . FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT FINANCE 0160 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $263,085 $270,232 $278,075 $278,075 $285,118 4110 OVERTIME 463 285 2,500 2,500 2,000 263,548 270,517 280,575 280,575 287,118 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 93 41 0 0 0 4202 CONTINUING EDUCATION 1,392 1,024 2,000 2,000 2,000 4204 DUES & SUBSCRIPTIONS 685 688 500 500 500 4208 MILEAGE 4,561 3,503 2,500 2,500 2,500 4216 ANNUAL AUDIT 4,500 5,000 5,000 5,000 5,000 4226 EQUIPMENT RENTAL 56 0 0 0 0 4233 DATA PROCESSING -LOGIS 36,587 57,203 52,500 52,500 56,000 47,874 67,459 62,500 62,500 66,000 COMMODITIES: 4502 BOOKS AND PAMPHLETS 155 0 50 50 50 4504 GENERAL SUPPLIES 807 944 550 550 550 962 944 600 600 600 CENTRAL SERVICES: 4802 GENERAL 64,248 67,008 68,856 68,856 71,004 4804 CITY HALL 7,368 7,488 7,716 7,716 7,896 71,616 74,496 76,572 76,572 78,900 EQUIPMENT: 4901 REPLACEMENT 12,493 4,175 6,816 6,816 7,000 TOTAL FINANCE $396,493 $417,591 $427,063 $427,063 $439,618 CITY OF EDINA ANNUAL BUDGET PAGE -13 FUND: FUNCTION: AREA: PROGRAM: GENERAL I GENERAL GOVERNMENT ELECTIONS 1 0180 SUMMARY OF PERFORMANCE MEASURES Elections - 0180: Personal services consist of 1 full time person of which Y2 the salary is billed to the school district 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: Reduced by $70,000 as there is no major election in 1999. Total Elections Budget 1998 $129,381 1999 % $59,280 - 54.18% CITY OF EDINA ANNUAL BUDGET PAGE - 14 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT ELECTIONS 0180 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $65,311 $15,495 $99,500 $99,500 $19,526 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 12,586 4,488 9,785 9,785 10,000 4208 MILEAGE 0 0 0 0 150 4290 POSTAGE 377 1,735 1,545 1,545 1,800 12,963 6,223 11,330 11,330 11,950 COMMODITIES: 4504 GENERAL SUPPLIES 1,702 139 1,545 1,545 2,600 4600 PRINTING 5,841 0 5,150 5,150 3,000 3 7,543 139 6,695 6,695 5,600 CENTRAL SERVICES: 4802 GENERAL 11,040 11,496 11,856 11,856 12,204 EQUIPMENT: 4901 REPLACEMENT 0 0 0 0 10,000 TOTAL ELECTIONS $96,857 $33,353 $129,381 $129,381 $59,280 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL I GENERAL GOVERNMENT ASSESSING 1 0200 SUMMARY OF PERFORMANCE MEASURES Assessing - 0200: Personal services consist of 6 full time employees. r PAGE -15 The Assessing Department conducts quartile 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 sale 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 1999 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 1998 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: $60,000 has been added for a full time appraiser. Total Assessing Budget 1998 1999 % $446,437 $529,431 18.59% CITY OF EDINA ANNUAL BUDGET PAGE -16 FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT ASSESSING 0200 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $292,291 $304,240 $308,978 $308,978 $370,304 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 1,923 18,176 1,000 1,000 1,015 4202 CONTINUING EDUCATION 751 1,584 750 750 4,070 4204 DUES & SUBSCRIPTIONS 454 1,311 465 465 2,175 4206 MEETING EXPENSE 154 274 160 160 912 4208 MILEAGE 3,080 2,457 3,150 3,150 3,700 4233 DATA PROCESS ING -LOGIS 35,472 32,561 33,675 33,675 34,180 4290 POSTAGE 0 0 0 0 6,000 41,834 56,363 39,200 39,200 52,052 COMMODITIES: 4504 GENERAL SUPPLIES 1,150 1,466 1,125 1,125 1,200 4600 PRINTING 0 0 0 0 500 1,150 1,466 1,125 1,125 1,700 CENTRAL SERVICES: 4802 GENERAL 76,344 79,992 81,912 81,912 86,004 4804 CITY HALL 6,528 6,636 6,840 6,840 7,008 4808 EQUIPMENT OPERATION 2,604 2,688 2,772 2,772 2,892 85,476 89,316 91,524 91,524 95,904 EQUIPMENT: 4901 REPLACEMENT 2,899 10,809 5,610 5,610 9,471 TOTAL ASSESSING $423,650 $462,194 $446,437 $446,437 $529,431 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL GENERAL GOVERNMENT LEGAL & COURT 0220 SERVICES SUMMARY OF PERFORMANCE MEASURES Legal and Court Services - 0220: 0 PAGE -17 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 1997: Arraignments 3,444 Pre - trials 521 Court Trials 118 Jury Trials 57 Total 4.140 1998 1999 Total Legal & Court Services Budget $375,000 $381,000 1.60% CITY OF EDINA ANNUAL BUDGET PAGE -18 FUND: FUNCTION: AREA: PROGRAM: GENERAL . GENERAL GOVERNMENT LEGAL & COURT SERVICES 0220 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED CONTRACTUAL SERVICES: 4201 PROSECUTING $152,789 $137,587 $153,000 $153,000 $156,000 4218 CIVIL 77,129 71,829 110,000 110,000 112,000 4244 HENNEPIN COUNTY BOOKING CHARGE 30,643 52,122 42,000 42,000 43,000 4286 ROOM & BOARD PRISONERS 59,152 46,629 70,000 70,000 70,000 TOTAL LEGAL & COURT SERVICES i $319,713 $308,167 $375,000 $375,000 $381,000 � 4 r� �v. r .., . . ... ... Public Works Overview Public Works Distribution by Area Street Lighting Sidewalks, g•g% Street Signs Ramps 1.6% Traffic Cti 3.5% Administration 3.5% Engineering 13.8% Supervi 13.7' Bridges Retaining Walls 0.4% 0.5% Public Works Distribution by Expenditure Central Ser 25 Equipmen 12.0% Commomues Contractual 11.4% Services 15.4% Street Maint. 50.5% >alaries 36.0% CITY OF EDINA ANNUAL BUDGET PAGE -19 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS ADMINISTRATION 0240 SUMMARY OF PERFORMANCE MEASURES Public Works Administration - 0240: Personal services consists of 1 &' /z employees in this area. This department provides supervision and policy guidance over various Public Works departments. These departments are Engineering, Streets, Utilities, and Equipment Operation. The total permanent employment in the Public Works area is 59. 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. 1998 1999 % Total Public Works Budget $4,185,210 $4,286,188 2.41% CITY OF EDINA ANNUAL BUDGET PAGE - 20 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS ADMINISTRATION 0240 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $104,515 $110,435 $108,682 $108,682 $111,942 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 1,253 435 1,000 1,000 1,000 4204 DUES & SUBSCRIPTIONS 90 98 250 250 150 4208 MILEAGE 3,000 3,096 3,100 3,100 3,200 4256 CELL PHONE 0 0 350 350 350 4,343 3,629 4,700 4,700 4,700 CENTRAL SERVICES: 4802 GENERAL 27,756 29,004 29,184 29,184 30,096 4804 CITY HALL 3,444 3,504 3,612 3,612 3,696 3 31,200 32,508 32,796 32,796 33,792 TOTAL ADMINISTRATION $140,058 $146,572 $146,178 $146,178 $150,434 CITY OF EDINA ANNUAL BUDGET PAGE - 21 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS ENGINEERING 0260 SUMMARY OF PERFORMANCE MEASURES Engineering - 0260: Personal services consist of 7 & 1/2 employees in this area. The Engineering Department prepares plans, specifications and estimates for public construction projects. This includes street grading and surfacing, sanitary sewers, storm sewers, watermains and other structures and improvements. It supervises the construction of these projects and provides the necessary inspection to insure materials and workmanship are in accordance with project specifications. The department maintains records and files on all of the above mentioned activities and operates and maintains plan reproduction equipment. CITY OF EDINA ANNUAL BUDGET PAGE - 22 FUND: -F-F7UNCTION: REA: PROGRAM: GENERAL PUBLIC WORKS ENGINEERING 0260 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $259,482 $289,908 $349,691 $349,691 $378,565 4110 OVERTIME 8,091 8,766 2,000 2,000 2,100 $267,573 $298,674 351,691 351,691 380,665 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 25,082 14,703 10,000 10,000 15,000 4202 CONTINUING EDUCATION 4,754 2,338 8,000 8,000 6,000 4204 DUES & SUBSCRIPTIONS 669 567 1,000 1,000 1,000 4206 •MEETING EXPENSE 800 882 500 500 1,000 4208 MILEAGE 93 146 100 100 200 4256 CELL PHONE 1,610 2,619 1,500 1,500 2,000 33,008 21,255 21,100 21,100 25,200 COMMODITIES: 4504 GENERAL SUPPLIES 5,557 6,077 6,300 6,300 6,300 4570 BLUEPRINTING /CAD 2,268 3,802 5,000 5,000 4,500 4604 LUMBER & TOOLS 0 1,238 2,000 2,000 2,000 7,825 11,117 13,300 13,300 12,800 CENTRAL SERVICES: 4802 GENERAL 89,232 93,264 95,964 95,964 98,700 4804 CITY HALL 7,164 7,260 7,476 7,476 7,656 4806 EQUIPMENT OPERATION 11,148 11,496 11,856 11,856 12,336 107,544 112,020 115,296 115,296 118,692 EQUIPMENT: 4901 REPLACEMENT 58,479 47,934 56,529 56,529 55,689 TOTAL ENGINEERING $474,429 $491,000 $557,916 $557,916 $593,046 CITY OF EDINA ANNUAL BUDGET Iff PAGE - 23 FUND: FUNCTION: AREA: PROGRAM: GENERAL I PUBLIC WORKS I SUPERVISION 1 0280-0281 SUMMARY OF PERFORMANCE MEASURES Supervision - 0280: Personal services consist of 2 full time employees and part time help. 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 men 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 0510 budget. Training - 0281: 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 I SUPERVISION 0280-0281 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED SUPERVISION - 0280 PERSONAL SERVICES: 4105 PAYROLL $90,630 $99,901 $99,901 $102,901 4110 OVERTIME 1,626 1,200 1,200 1,300 $70,046 92,256 101,101 101,101 104,201 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 4,512 1,317 5,000 5,000 5,000 4204 DUES & SUBSCRIPTIONS 720 270 700 700 500 4256 CELL PHONE 1,513 2,141 1,500 1,500 2,500 4318 GOPHER ONE STATE 2,969 2,830 4,000 4,000 3,500 4322 HAZ. WASTE DISPOSAL 8,307 14,661 10,000 10,000 10,000 18,021 21,219 21,200 21,200 21,500 CENTRAL SERVICES: 4802 GENERAL 362,508 379,800 384,120 384,120 394,596 4806 PUBLIC WORKS BUILDING 17,940 19,200 20,400 20,400 21,840 4808 EQUIPMENT OPERATION 2,004 2,076 2,136 2,136 2,220 382,452 401,076 406,656 406,656 418,656 TOTAL SUPERVISION $470,519 $514,551 $528,957 $528,957 $544,357 TRAINING - 0281 PERSONAL SERVICES: 4105 PAYROLL $22,056 $28,634 $25,000 $25,000 $30,000 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 5,531 9,425 10,000 10,000 10,000 COMMODITIES: 4608 TRAINING AIDS 510 229 1,000 1,000 1,000 TOTAL TRAINING $28,097 $38,288 $36,000 $36,000 $41,000 TOTAL SUPERVISION & TRAINING $498,616 $552,839 $564,957 $564,957 $585,357 CITY OF EDINA ANNUAL BUDGET 7� PAGE - 25 FUND: FUNCTION: AREA: PROGRAM: GENERAL I PUBLIC WORKS I STREET DEPARTMENT I SUMMARY OF PERFORMANCE MEASURES Street Department Payroll Summary - Distribution The Street Department consists of 27.5 personnel which include the following positions: 2 Team Leaders 1 Master Electrician 7 Heavy Equipment Operators 11.5 Equipment Operators 6 Specialists " Additional 112 person funded in Equipment.Operation budget. Additionally, 8 summer employees are hired to assist in various projects. Training Street Maintenance: General Maintenance Street Sweeping Street Renovation Snow & Ice Removal Street Lighting: Regular Ornamental Street Name Signs Traffic Control: Signal Maintenance Pavement Marking Bridges/Guard Rails Retaining Walls Public Sidewalks: Maintenance & Repair Snow & Ice Removal Parking Ramp Maintenance Parking Lots $30,000 Charged to Other Funds: Central Services: 330,000 City Hall $12,000 85,000 Public Works Building 31,000 178,000 Equipment Operation 21,000 173,300 Enterprise Funds 113,071 2,000 Total Street Payroll 20,000 32,000 20,000 21,000 12,000 7,000 7,000 13,500 12,000 3,500 $946.300 $1,123,371 4 CITY OF EDINA ANNUAL BUDGET PAGE - 26 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS STREET DEPARTMENT I SUMMARY OF PERFORMANCE MEASURES I This page is intentionally left blank. CITY OF EDINA ANNUAL BUDGET Y PAGE - 27 FUND: FUNCTION: AREA: PROGRAM: GENERAL I PUBLIC WORKS I STREET MAINTENANCE 1 0301-0310 SUMMARY OF PERFORMANCE MEASURES General Maintenance - 301: These funds are allocated for the general repairs made to the street; i.e. rubberized crack sealing, asphalt patching, minor seal coating, and miscellaneous repairs. Crews totaling approximately five "man years" work on general .maintenance of City street year round, weather permitting. Equipment - 305: This program provides funding for the replacement of existing equipment and the purchase of capital upgrades for all Public Works programs. Street Sweeping - 0310: 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 men 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: PROGRAM: GENERAL PUBLIC WORKS I STREET MAINTENANCE 0301-0310 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUD GENERAL MAINTENANCE - 0301 PERSONAL SERVICES: 4105 PAYROLL $328,861 $300,000 $300,000 $326,000 4110 OVERTIME 4,328 2,000 2,000 4,000 330,000 $257,175 333,189 302,000 302,000 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SVCS 4,917 44 1,500 1,500 1,000 4226 EQUIPMENT RENTAL 10,240 9,529 12,000 12,000 11,000 4248 CONTRACTED REPAIR 2,479 4,998 13,650 13,650 13,650 4250 RUBBISH HAULING 3,635 3,336 4,000 4,000 4,000 4252 LIGHT T & POWER 35 38 1,000 1,000 0 4258 WATER & SEWER SVC 193 145 200 200 0 4262 LAUNDRY 16,842 12,310 14,000 14,000 14,000 38,341 30,400 46,350 46,350 43,650 COMMODITIES: 4504 GENERAL SUPPLIES 13,506 22,254 14,000 14,000 15,000 4522 SELECT MATERIALS 319 315 1,000 1,000 500 4524 ASPHALT MIX 16,320 14,028 12,000 12,000 12,000 4526 MC 1 OIL/RUB CRACK FILL 6,650 6,782 8,000 8,000 7,500 4528 CONCRETE 1,272 210 2,000 2,000 1,000 4580 TOOLS 11,388 10,889 12,000 12,000 12,000 4642 SAFETY EQUIPMENT 11,595 12,415 11,000 11,000 12,000 61,050 66,893 60,000 60,000 60,000 CENTRAL SERVICES: 4808 EQUIPMENT OPERATION 458,832 473,580 488,580 488,580 507,672 TOTAL GENERAL MAINTENANCE $815,398 $904,062 $896,930 $896,930 $941,322 EQUIPMENT - 0305 EQUIPMENT: 4901 REPLACEMENT $436,870 $383,357 $420,729 $420,729 $420,729 4902 NEW 14,211 0 36,000 36,000 36,000 TOTAL REPLACEMENT $451,081 $383,357 $456,729 $456,729 $456,729 STREET SWEEPING - 0310 PERSONAL SERVICES 4105 PAYROLL $68,927 $84,059 $75,000 $75,000 $83,000 4110 OVERTIME 2,807 735 3,000 3,000 2,000 71,734 84,794 78,000 78,000 85,000 COMMODITIES: 4534 BROOMS 14,581 10,168 14,500 14,500 14,500 4536 WEARING SHOES 1,199 0 1,500 1,500 1,500 15,780 10,168 16,000 16,000 16,000 TOTAL STREET SWEEPING $87,514 $94,962 $94,000 $94,000 $101,000 CITY OF EDINA ANNUAL BUDGET PAGE-29 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS I STREET MAINTENANCE 1 0314-0318 SUMMARY OF PERFORMANCE MEASURES Street Renovation - 0314: 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 - 0318: 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, 17 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 21 trucks with plows, 2 graders, 5 loaders, and 3 sidewalk plows. Fifteen 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 0314-0318 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETEY RENOVATION - 0314 PERSONAL SERVICES: 4105 PAYROLL $174,192 $108,367 $175,000 $175,000 $172,000 4110 OVERTIME 6,688 7,865 3,000 3,000 6,000 180,880 116,232 178,000 178,000 178,000 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIR 17,908 63,230 15,000 15,000 15,000 4249 DUMP CHARGES /RECYCLE 22 0 1,000 1,000 1,000 17,930 63,230 16,000 16,000 16,000 COMMODITIES: 4504 GENERAL SUPPLIES 3,806 5,972 4,000 4,000 4,000 4522 GRANULAR MATERIALS 33,031 0 35,000 35,000 30,000 4524 ASPHALT MIX 88,825 101,575 105,000 105,000 100,000 4526 EMUL. ASPHALT 27,422 5,688 50,000 50,000 45,000 4528 CONCRETE 26,414 17,599 30,500 30,500 30,500 179,498 130,834 224,500 224,500 209,500 TOTAL RENOVATION $378,308 $310,296 $418,500 $418,500 $403,500 SNOW & ICE REMOVAL - 0318 PERSONAL SERVICES: 4105 PAYROLL $123,616 $142,000 $142,000 $150,300 .4110 OVERTIME 29,362 23,000 23,000 23,000 $175,859 152,978 165,000 165,000 173,300 COMMODITIES: 4504 GENERAL SUPPLIES 6,333 8,070 7,000 7,000 7,000 4520 CALCIUM CHLOR. /DEICER 0 0 1,000 1,000 1,000 4522 SAND 33,622 27,988 30,000 30,000 30,000 4538 SALT 75,769 37,038 50,000 50,000 50,000 115,724 73,096 88,000 88,000 88,000 TOTAL SNOW & ICE REMOVAL $291,583 $226,074 $253,000 $253,000 $261,300 TOTAL STREET MAINTENANCE $2,023,884 $1,918,751 $2,119,159 $2,119,159 $2,163,851 CITY OF EDINA ANNUAL BUDGET PAGE - 31 FUND: FUNCTION: AREA: PROGRAM: GENERAL I PUBLIC WORKS I STREET LIGHTING 1 0321-0322 SUMMARY OF PERFORMANCE MEASURES Regular Street Lighting - 0321: In the City, there are 1,720 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 - 0322: The City owns 485 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: GENERAL PUBLIC WORKS STREET LIGHTING 0321-0322 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED REGULAR - 0321 PERSONAL SERVICES: 4105 PAYROLL $571 $255 $2,000 $2,000 $2,000 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIRS 398 950 1,000 1,000 1,000 4252 LIGHT & POWER 287,631 375,012 310,000 310,000 315,000 288,029 375,962 311,000 311,000 316,000 COMMODITIES: 4540 REPAIR PARTS 0 197 500 500 500 a TOTAL STREET LIGHTING REGULAR $288,600 $376,414 $313,500 $313,500 $318,500 ORNAMENTAL - 0322 PERSONAL SERVICES: 4105 PAYROLL $15,680 $17,639 $30,000 $30,000 $20,000 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIRS 394 0 500 500 500 4252 LIGHT & POWER 44,567 114,019 70,000 70,000 70,000 44,961 114,019 70,500 70,500 70,500 COMMODITIES: 4504 GENERAL SUPPLIES 2,906 3,067 6,000 6,000 6,000 4540 REPAIR PARTS 3,357 0 10,000 10,000 10,000 6,263 3,067 16,000 16,000 16,000 TOTAL STREET LIGHTING ORNAMENTAL $66,904 $134,725 $116,500 $116,500 $106,500 TOTAL STREET LIGHTING $355,504 $511,139 $430,000 $430,000 $425,000 CITY OF EDINA ANNUAL BUDGET PAGE - 33 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS TRAFFIC & STREET SIGNS 0325 SUMMARY OF PERFORMANCE MEASURES Street Name Signs/Traffic Signs - 0325: 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 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: AREA: TRAFFIC PROGRAM: GENERAL PUBLIC WORKS & STREET NAME SIGNS 0325 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $29,468 $28,965 $35,000 $35,000 $32,000 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0 373 500 500 500 COMMODITIES: 4504 GENERAL SUPPLIES 10,124 14,382 12,000 12,000 13,000 4542 SIGNS & POSTS 18,889 19,503 20,000 20,000 21,000 4544 PAINT 595 1,994 1,000 1,000 . 1,000 29,608 35,879 33,000 33,000 35,000 TOTAL STREET NAME SIGNS $59,076 $65,217 $68,500 $68,500 $67,500 CITY OF EDINA ANNUAL BUDGET PAGE - 35 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS TRAFFIC CONTROL 0330-0335 SUMMARY OF PERFORMANCE MEASURES Traffic Signal Maintenance - 0330: The City owns and maintains seven traffic signal systems, and in conjunction with the State, maintains an additional'seven signal systems. Electronic maintenance is performed down to a component level on all printed circuit boards. Ninety percent of the funds from this account are applied toward light and power with, the remaining 10% directed towards parts, back -up equipment and test equipment. Pavement Marking - 0335: The City sign shop, which is responsible for pavement marking, consists of 2 men, 1 truck,, 2 stripers, and 1 trailer. The bulk of the funds. for this account are directed towards the following projects: Projects - Center line striping of State Aid streets - Lane striping - Painting legends & arrows on pavement and parking lots; and 70 school crossings Material Used 450 gallons paint 250 gallons paint 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 4544 line item now includes permanent pavement marking. materials. We have found that some high traffic areas, and concrete streets do not hold paint very well. We have changed to different materials which last longer. CITY OF EDINA ANNUAL BUDGET PAGE - 36 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS TRAFFIC CONTROL 0330-0336 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED TRAFFIC SIGNAL MAINTENANCE 0330 PERSONAL SERVICES: 4105 PAYROLL $24,945 $7,802 $20,000 $20,000 $20,000 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIRS 956 158 500 500 500 4252 LIGHT & POWER 54,120 60,738 . 55,000 55,000 62,000 4274 EQUIPMENT MAINT. 6,820 67 27,000 27,000 25,000 61,896 60,963 82,500 82,500 87,500 COMMODITIES: 4504 GENERAL SUPPLIES 2,600 1,384 2,000 2,000 2,000 4540 REPAIR PARTS 3,415 2,956 3,500 3,500 3,500 6,015 4,340 5,500 5,500 5,500 TOTAL TRAFFIC SIGNAL MAINTENANCE $92,856 $73,105 $108,000 $108,000 $113,000 PAVEMENT MARKING - 0335 PERSONAL SERVICES: 4105 PAYROLL $17,463 $21,562 $20,000 $20,000 $21,000 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 250 99 1,000 1,000 1,000 COMMODITIES: 4504 GENERAL SUPPLIES 385 3,527 1,000 1,000 1,000 4544 PAINT & PAVE MARKING 11,800 10,172 14,000 14,000 14,000 12,185 13,699 15,000 15,000 15,000 TOTAL PAVEMENT MARKING $29,898 $35,360 $36,000 $36,000 $37,000 TOTAL TRAFFIC CONTROL $122,754 $108,465 $144,000 $144,000 $150,000 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS BRIDGES /GUARD RAILS 0343 SUMMARY OF PERFORMANCE MEASURES Bridges /Guard Rails - 0343: PAGE - 37 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 0343 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $8,900 $7,179 $12,000 $12,000 $12,000 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0 0 2,000 2,000 2,000 4226 EQUIPMENT RENTAL 0 0 500 500 500 0 0 2,500 2,500 2,500 COMMODITIES: 4504 GENERAL SUPPLIES 1,718 1,467 2,000 2,000 2,000 4546 GUARD RAIL MATERIAL 1,838 719 2,000 2,000 2,000 3,556 2,186 4,000 4,000 4,000 TOTAL BRIDGES /GUARD RAILS $12,456 $9,365 $18,500 $18,500 $18,500 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC WORKS RETAINING WALL MAINT. 0344 SUMMARY OF PERFORMANCE MEASURES Retaining Wall Maintenance - 0344: PAGE - 39 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 0344 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $360 $97 $7,000 $7,000 $7,000 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIRS 3,220 10,934 6,000 6,000 10,000 COMMODITIES: 4504 GENERAL SUPPLIES 1,064 0 1,000 1,000 1,000 4604 LUMBER/STONE 2,925 0 4,000 4,000 3,000 3,989 0 5,000 5,000 4,000 TOTAL RETAINING WALLS $7,569 $11,031 $18,000 $18,000 $21,000 -CITY OF EDINA FUND: GENERAL ANNUAL BUDGET PAGE ­41 FUNCTION: AREA: SIDEWALKS PROGRAM: PUBLIC WORKS RAMPS, PARKING LOTS 0365-0375 SUMMARY OF PERFORMANCE MEASURES Sidewalks - Maintenance & Repair - 0365: Maintenance and repairs for the City's 22 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 Citv street crews. Sidewalks - Snow & Ice Removal - 0370: Removal of snow from the City's 22 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. Parking Ramp Maintenance - 0375: 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 north ramp and 150 in the newest north ramp.. The funds from this account are allocated towards plowing, sweeping, lighting, cleaning supplies, and contractual services. $10,000 is received in revenue from the 50th and France Business Association to pay for their portion of ramp maintenance. CITTOF EDINA ANNUAL BUDGET PAGE - 42 FUND: FUNCTION: AREA: SIDEWALKS PROGRAM: GENERAL PUBLIC WORKS RAMPS, PARKING LOTS 0365-0376 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED' SIDEWALKS - MAINTENANCE & REPAIR - 0365 PERSONAL SERVICES: 4105 PAYROLL $6,140: $925 $10,000 $10,000 $7,000 COMMODITIES: 4504 GENERAL SUPPLIES 1,273 421 2,000, 2,000 11000' 4524 BLACKTOP 232 0 500 500 500 4528 CONCRETE 3,350; 0 3,000 3,000 3,000 4,855' 421 5,500 5,500 .4;500; 'TOTAL SIDEWALK - MAINTENANCE & REPAIR $10,995 $1,346 $15,500, $15,500 $11,500, SIDEWALKS - SNOW & ICE REMOVAL -0370 PERSONAL SERVICES: 4105 PAYROLL 10,458 $11,000 $11;000 $11,000 .4110 OVERTIME 1,509 2,500 2,500 2,500 $19,517 111967 13,500 13,500 13,500 COMMODITIES: 4504 GENERAL SUPPLIES 260 0 500 500 500. TOTAL SIDEWALK - SNOW & ICE REMOVAL $19,777 $11,967 $14,000' . $14,000 $14,000 PARKING RAMP MAINT. - 0376 PERSONAL SERVICES: 4105 PAYROLL 6,847 $10,000 $10,000 $9,500 4110 OVERTIME 1,943 2,500 2,500 2,500:. $17,972 8,790 12,500 12,500 12,000 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 5,300 11,800 12,000 12,000 12,000- 4252` LIGHT & POWER 38,465 36,421 42,000. 42,000 40,000 43,765 48,221 54,0W 54,000 52,000. COMMODITIES: 4504 GENERAL SUPPLIES 2,696 1,290 2,000 2,000 2,000 4512 CLEANING SUPPLIES 0 0 500 500 500 4540 REPAIR PARTS 10,435 3,474 10,000 10,000 10,000 4,764 12,500 12,500 12,500 13,131 TOTAL PARKING RAMP MAINTENANCE $74,868 $61,775 $79,000 $79,000 $76,500 CITY -OF EDINA- ANNUAL BUDGET - PAGE - 43 FUND: FUNCTION: AREA: SIDEWALKS PROGRAM: GENERAL PUBLIC WORKS RAMPS PARKING LOTS 0380 SUMMARY OF PERFROMANCE E- MEASURES Parking Lot Maintenance - 0380: Funds for this program are directed toward maintaining the City's parking lots. Maintenance includes sweeping, plowing and striping of the lots and is accomplished by the street department. CITY of FDINA ANNUAL BUDGET PAGE 44 FUND: FUNCTION: AREA: SIDEWALKS PROGRAM: GENERAL PUBLIC WORKS RAMPS, PARKING LOTS 0380 SUMMARY OF EXPENDITURES .1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED, PARKING LOT MAINTENANCE - 0380 PERSONAL SERVICES: 4105 PAYROLL $270 $35,049 $3,500 $3,500 $3,500 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0 0 500 500 500 COMMODITIES: 4504 GENERAL SUPPLIES. 0 1,935 500 500 500 4524 BLACKTOP 0 42,280 4,000 4,000 4,000 4526 ROAD OIUSEALING 0' 0 1,000. 1,000 1,000 f, 0 44,215 5,500 5,500 5,500 TOTAL PARKING LOTS $270 $79,264 $9,500 $000 $9,500 TOTAL SIDEWALKS - RAMPS & PARKING LOTS $105,910 $154,352 $118,000 $118,000. $111,500 Cl) Fire 33.5% Public Safety Overview Public Safety Distribution by Area Health Inspections 5.3% A �O/ Animal Control 0.8% Civil Defense 0.4% Public Safety Distribution by Expenditure Central Services Equipment 5.0% Commodities 1.2% Contractual Services 5.6% Police 55.3% alaries 7.5% _CITY OF EDINA -ANNUAL BUDGET PAGE = 45 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY POLICE PROTECTION 0420-0430 SUMMARY OF PERFORMANCE MEASURES Police - 0420 Personal services consist of 63 full time employees, part-time, help, community service officers and dispatching help. Tl a 'City of Edina Police. Department .is called. upon to perform many emergency and public service tasks throughout the year. In 1997, the department responded to over 24,800 calls for 'service which involved medicals, fires,-emergencies; accidents, animal control problems, thefts, damage to property, suspicious persons and vehicles, alarm responses as welly 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 1,500 major Part I crimes such as .burglary, robbery, assault, etc., with an additional 1,300 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: $20,000 has been added in overtime to fund the Traffic Enforcement Program. CITY OF EDINA ANNUAL BUDGET PAGE - 46 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY POLICE PROTECTION 0420-0430 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED POLICE SERVICES - 0420 PERSONAL SERVICES: 4105 PAYROLL $2,757,322 $2,875,880 $3,172,927 $3,172,927 $3,269,945 4110 OVERTIME 121,548 114,215 71,000 71,000 93,000 2,878,870 2,990,095 3,243,927 3,243,927 3,362,945 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 19,795 11,263 6,000 6,000 8,685 4202 CONTINUING EDUCATION 20,594 21,701 21,500 21,500 21,500 4204 DUES & SUBSCRIPTIONS 1,066 1,218 1,100 1,100 1,100 4206 MEETING EXPENSE 747 419 1,000 1,000 1,000 4208 MI EAGE 786 1,042 500 500 500 4226 ElUIPMENT RENTAL 22,997 23,131 29,000 29,000 29,000 4233 DATA PROCESSING 35,020 31,000 35,000 35,000 35,000 4256 TELEPHONE 10,916 9,966 11,300 11,300 11,300 4262 LAUNDRY 120 277 500 500 500 4266 UNIFORM ALLOWANCE 30,173 34,287 37,000 37,000 37,000 4268 TELETYPE SERVICE 2,640 2,640 3,420 3,420 3,420 4274 EQUIPMENT MAINT. 6,115 12,249 11,000 11,000 11,000 4283 RANGE RENTAL 0 0 3,000 3,000 3,000 4288 SERVICE CONTR. - EQUIP. 14,966 30,227 18,738 18,738 18,738 165,935 179,420 179,058 179,058 181,743 COMMODITIES: 4502 BOOKS AND PAMPHLETS 1,506 1,355 2,460 2,460 2,460 4504 GENERAL SUPPLIES 15,620 22,920 9,540 9,540 10,181 4508 PHOTOGRAPHIC SUPPLIES 2,275 3,344 2,985 2,985 2,985 4510 FIRST AID SUPPLIES 1,961 307 412 412 412 4516 OFFICE SUPPLIES 2,632 2,949 2,498 2,498 2,498 4517 INSPECTION EXPENSES 421 508 1,030 1,030 1,030 4572 AMMUNITION 8,523 9,050 8,658 8,658 8,658 4575 PRISONER MEALS 16 53 515 515 515 4600 PRINTING 8,609 7,718 13,400 13,400 13,400 4642 SAFETY EQUIPMENT 882 2,768 1,236 1,236 1,236 $42,445 $50,972 $42,734 $42,734 $43,375 -CITY OF EDINA FUND: GENERAL - - ANNUAL BUDGET 1NCTION: AREA: PUBLIC SAFETY POLICE PROTECTION SUMMARY OF PERFORMANCE MEASURES Total Police Budget 1998 1999 $4,850,576 $5,011,231 PAGE - -47 0420-0430 ei Reserve Program - 0430: The reserve program is comprised of the Senior Police Reserve (11 members), Explorer Post 925 (20 members), and the Edina Police Reserve (12 members). Senior Police Reserves perform 440 hours of contract work ranging from crime prevention to personnel recruiting. Explorer Post 925 contributes approximately 1,000 hours of public services to various community events and programs: This is in response to career orientation and training provided by the Police Department. The Edina Police Reserve serves the community in excess of 1,800 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. I POLICE PROTECTION 0420-.6430 SUMMARY OF EXPENDITURES 1995 1996 199T 1998 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED CENTRAL SERVICES: 4802 GENERAL $782,448 $828,552 $_846,300 $846,300 $.869,496 4.804 CITY HALL 48,948 49,649 51;156 51,156 52;368 4808 EQUIPMENT OPERATION 198,996 205,404 212,004 212,004 220,296 1,030,392 1,083,605 1,109,460' 1,109,460, 1,142,160 EQUIPMENT: 4901 REPLACEMENT 166,395 26.0,516 253,380; 253,380 258,448 4902 NEW 13,123 0 0 0 0 179,518 260,516 253,380' 253,380 258,448.. TOTAL POLICE SERVICES $4,297,160 $4,564,608 $4,828,559 $4,828,559 $4,988,671' RESERVE PROGRAM - 0430 PERSONAL SERVICES: 4105 PAYROLL $13,200 $13,200 $14,000 $14,000 $13,200 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 1,1.1 -1 2,294 3,300 3,300 3,300 4206 MEETING EXPENSE 1,179 650 1;100' 1,100 1,100 4266 UNIFORM ALLOWANCE 3,419 4,165 2;741 2,741 4,068 5,709 7,109 7,141 7,141 8,468 COMMODITIES: 4504 GENERAL SUPPLIES 1,040 .586 322 322 327 EQUIPMENT: 4901 REPLACEMENT 345 0 554 554 565 TOTAL RESERVE PROGRAM $20,294 $20,895 .$22,017 $22,017 $22,560 TOTAL POLICE PROTECTION $4,317,454 $4,585,503 $4,850,576 $4,850,576 $5,011,231 CITY OF EDINA GENERAL ANNUAL BUDGET 1NCTION: AREA: PUBLIC SAFETY CIVILIAN DEFENSE SUMMARY OF PERFORMANCE MEASURES 0460 PAGE 49 Civilian Defense - 0460: Personal services consist of % 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 air warning sirens, ensures the operation of government and maintenance of emergency services during disasters. Total Civilian Defense Budget 1998 1999 % $38,164 $39,504 3.51 CITY OF EDINA ANNUAL BUDGET, PAGE - 50 FUND: FUNCTION: AREA: [PROGRAM: GENERAL PUBLIC SAFETY CIVILIAN DEFENSE 0460 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $20,312 $21,761. $22,119• $22,1191 $22,783 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0, 0 1,030 1,030 1,030 4202 CONTINUING EDUCATION 679: 158 847 847: 965. = 4204 DUES & SUSCRIPTIONS ;0:. 45. 45 45 .45 4248 CONTRACT. . ED REPAIRS 0 • .0. 515, 515 515 4252 LIGHT AND POWER 4,257 595, '695 695 695 4288 SERVICE CONTRACTS 3,894 3,540.: 4,755 4,755 4,755 8,830 4,338 7,887. 7,887 .8,005' COMMODITIES: 4504 G�NERAL SUPPLIES 157; 990 1',174 1,174 1,192 EQUIPMENT: 4901 REPLACEMENT 0 15,806 6,984 6,984 7,524 TOTAL CIVILIAN DEFENSE $29,299 $42,895 $38,164 $38,164 $39,504 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET UNCTION: AREA: PUBLIC SAFETY ANIMAL CONTROL SUMMARY OF PERFORMANCE MEASURES 0470 PAGE -51 Animal Control - 0470: Personal services consist of 1 full time person and part time. help. Animal control is provided 16 hours per day by augmenting one Animal Control Officer with CSO's 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. 1998 1999 Total Animal Control Budget $66,905 $69,943 "CITY OF EDINA ANNUAL BUDGET PAGE - 52 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY ANIMAL CONTROL 0470 SUMMARY OF EXPENDITURES 1996 1997' 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED. BUDGETED PERSONAL SERVICES: 4105 PAYROLL $19,140- $25,692 $35,223 $35,223 $37,565 4110 OVERTIME 75 0 1,500 1,500 1,500; 19,215 25,692 36,723 36,723 39,065 C_ ONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 0 190- 770 770 770 4278 KENNEL'SERVICES 7,616`:, 11,820= 6,156 6,156 6,260_ 7,616 12,010. 6,926" 6,926 71030. COMMODITIES: 4504 GENERAL SUPPLIES 1,556 989 3,360 .' 3;360 3,410 CENTRAL SERVICES: .4802 GENERAL 10,188 10,560 10,920 10,920, 11,220 .4808 EQUIPMENT OPERATION 2,724 2,796 2,880 2,880' 3,000. 12,912 13,356 13,800 13,800 14,220- EQUIPMENT: -4901 REPLACEMENT 0 0 6,096 6,096 6,218 TOTAL ANIMAL CONTROL $41,299 $52,047 $66,905 $66,905 $69,943 --CITY OF EDINA ANNUAL BUDGET PAGE - 53 FUND: FUNCTION: AREA: PROGRAM: . GENERAL PUBLIC SAFETY I FIRE PROTECTION' 1 0440 SUMMARY OF PERFORMANCE MEASURES I Fire Protection - 0440: Personal services consist of 30 full time personnel, 1 part time position and 10 volunteer firefighters. Services are provided in 5 primary areas; fire suppression, special operations,, eme 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 1997, 1,133 fire responses included fires, hazardous conditions, and public service emergency calls. Fire calls have averaged above 800 for the past ten years. 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 (ALS) paramedic ambulances. 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 best prepare citizens for handling emergency medical situations. In 1997, medical calls .totaled 2,755. 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. "fire's 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. Al 'Fire Department personnel are involved in public information programs and building inspection activities. Fire inspectors typically make the specialized permit and approval inspections. CITY OF EDINA ANNUAL BUDGET PAGE - 54 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY FIRE PROTECTION 0440 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $1,608,872 $1,597,808 $1,713,327 $1,713,327 $1,800,257 4110 OVERTIME 263,977 317,349 290,307 290,307 349,016 1,872,849 1,915,157 2,003,634 2,003,634 2,149,273 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 5,382 4,582 8,240 8,240 8,240 4202 CONTINUING EDUCATION 13,345 14,772 15,450 15,450 15,450 4204 DUES & SUBSCRIPTIONS 1,284 1,325 1,030 1,030 1,030 4206 MEETING EXPENSE 586 184 515 515 515 4208 MILEAGE 273 425 234 234 234 4226 EQUIPMENT RENTAL 1,850 1,688 3,193 3,193 3,193 4233 DATA PROCESSING 5,000 5,150 15,150 15,150 15,150 4246 PHYSICAL EXAMINATION 822 806 0 0 0 4248 CONTRACTED REPAIRS 12,576 15,787 22,950 22,950 22,950 4250 RUBBISH REMOVAL 1,096 888 1,030 1,030 1,030 4252 LIGHT AND POWER 7,247 7,415 13,900 13,900 8,300 4254 HEAT 9,182 11,801 8,300 8,300 13,900 4256 CELL PHONE 4,349 6,093 1,500 1,500 1,500 4258 SEWER AND WATER 1,308 1,238 1,133 1,133 1,200 4262 LAUNDRY 3,068 3,063 2,987 2,987 2,987 4266 UNIFORM ALLOWANCE 12,414 14,105 13,390 13,390 14,000 4274 PREVENTATIVE MAINT. 8,298 989 5,035 5,035 6,000 4310 LICENSES AND PERMITS 50 273 206 206 206 88,130 90,584 114,243 114,243 115,885 COMMODITIES: 4502 BOOKS AND PAMPHLETS 138 540 1,000 1,000 1,000 4504 GENERAL SUPPLIES 22,288 18,715 14,100 14,100 14,860 4508 PHOTOGRAPHIC SUPPL. 269 255 950 950 950 4510 FIRST AID SUPPLIES 33,349 34,168 20,000 20,000 20,000 4512 CLEANING SUPPLIES 1,359 3,856 850 850 850 4516 OFFICE SUPPLIES 646 475 850 850 850 4540 REPAIR PARTS 4,872 8,429 2,369 2,369 2,369 4571 HAZARDOUS MATERIALS 0 848 2,000 2,000 2,000 4574 PROTECTIVE CLOTHING 4,169 3,182 4,000 4,000 4,000 4580 TOOLS 1,303 231 900 900 900 4608 TRAINING AIDS 700 665 2,200 2,200 2,200 4650 FIRE PREVENTION 1,075 619 1,400 1,400 1,400 $70,168 $71,983 $50,619 $50,619 $51,379 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET PAGE - 55 INCTION: AREA: PROGRAM: PUBLIC SAFETY FIRE PROTECTION 0440 SUMMARY OF PERFORMANCE- MEASURES Explanation of Change: $50,000 has been added to the fire overtime budget to; bring it closer to the cost of operations. This 'is the second of a four year funding program to bring the budgeted amount equal to the actual cost. $15,000 has been added fogy a part-time position. Total Fire Budget 1998 $2,900,372 1999 % $3,036,145 4.68% CITY OF EDINA ANNUAL BUDGET PAGE - 56 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY FIRE PROTECTION 0440 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED CENTRAL SERVICES: 4802 GENERAL $438,432 $458,796 $465,996 $465,996 $478,800 .4808 EQUIPMENT OPERATION 69,648 71,880 74,280 74,280.', 77,208 508,080 530,676 540 276, 540,276 556,008,; EQUIPMENT: 4901 REPLACEMENT 145,495' 43,687 153,600 153,600 163,600. 4902 NEW - 0: 9,434 38,000. 38,000 0 145,495, 53,121- 191,600 191,600 163600: TOTAL FIRE PROTECTION $2,684,722' .$2,661,521 .$2,900,372 $2,900,372 $3,036,145. 1 .. CITY:OF "EDINA ANNUAL- BUDGET PAGE - 57 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY PUBLIC HEALTH 0480 SUMMARY OF PERFORMANCE MEASURES Public Health - 0480: Personal services consist of 11 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' responds to concerns about the Minnesota Clean Indoor Air Act and provides laboratory support for food :and water analysis: The department contracts for personal public health services. such as home health care, family health, health promotion, and disease prevention and control. The cost of the contracted services are as follows: Home Health Care $ 92,799 Family Health 37,750 Health Promotion 14,156 Disease prevention and Control 12,581 Total _ $ 157,286 The Health Department provides staff support for the Edina Community Health Services Advisory Committee and administers the development and implementation of the Edina Community Health Service biannual plan. The Department administers the City properties' refuse collection contract and serves as a resource for City employees' occupational health and safety. In 1997, the Department performed 254 food establishment inspections, 393 swimming pool inspections, 55 nuisance investigations; 2 Minnesota Clean Indoor Act complaint investigations, 17 housing complaint investigations and .analyzed 6,512 food and water samples for 10 local units of government, 1998 1999 Total Public Health Budget $428,371 $427,727 0�n -U. "I 0 "/0 CITY OF EDINA ANNUAL BUDGET PAGE - 58 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY . PUBLIC HEALTH 0480 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $143,761 $126,162 $193,503 $193,503 $187;732 CONTRACTUAL SERVICES: `4201 PROFESSIONAL SERVICES 144,321, 156,042 152,704 152,704. 157,286 4202 CONTINUING EDUCATION 579 1,140 1,295 1,295 1,300 4204 DUES & SUBSCRIPTIONS 717' 393 755 755 760. 4208 MILEAGE 41308' 4,245:. 5,192 5,192 5,200 4262 LAUNDRY 181 187 125 125' 130 150,106- 162,007 160,071, 160,071.: 164,676 COMMODITIES: 4504 GENERAL SUPPLIES 5,282.; 1,740 '3,136 3,136 3,200 'PHOTOGRAPHIC SUPPLIES 162 139' 515 515 500, .4508 4600 PRINTING 326 75. 340; 340 "' 360° 51770`. 1,954- 3;991- 3,991 41060;. CENTRAL SERVICES: 4802 GENERAL 47,220 48,864 50,496 50,496 51,840 4804 CITY HALL 3,504 3,564 3,672 3,672 3,756 4806 PUBLIC WORKS BUILDING 6,228 6,660 7,068 7,068 7,584 4808 EQUIPMENT OPERATION 2,004 2,076 2,136 2,136 2,220 58,956 61,164 63,372 63,372 .65,400 EQUIPMENT: 4901 REPLACEMENT 0 4,871 7,434 7,434 5,859 TOTAL PUBLIC HEALTH $358,593, $356,158 $428,371 $428,371 $427,727 CITY OF EDINA - ANNUAL BUVCat l rrr�c - as FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY INSPECTIONS 0490 SUMMARY OF PERFORMANCE MEASURES Inspections - 0490: Personal services consist of 5 % full time employees and part time help. The'.Inspections Department issues 1,400 building permits per year. They also enforce the Uniform Building Code, the State Building Code and make over 8;500 - inspections per -y— ar.- The Department also issues over 1,100,plumbing permits and 1,100 mechanical permits per year. 1997 revenue for the various permits issued was as follows: Building Permits $ 974,036 PlObing Permits 85,567 HVAC Permits 146,609 The Building Department also receives several complaint calls per week from residents which are investigated promptly. Explanation of Change: $45,000 has been added to the budget to fund an additional 3/4 time inspector. Total Inspections Budget 1998 1999 % $417,998 $479,347 14.68% CITY OF EDINA ANNUAL- BUDGET PAGE - 60 FUND: FUNCTION: AREA: PROGRAM: GENERAL PUBLIC SAFETY INSPECTIONS 0490 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED, PERSONAL SERVICES: 4105 PAYROLL $242,338 $259,266 $289,896' $289,896 $346,335 CONTRACTUAL SERVICES: 4201` PROFESSIONAL SERVICES 585< 479 12,732 .12,732 12;920 4202 CONTINUING EDUCATION 2,132 1,080, 2,923 2,923., 2,970 4204 - DUES & SUBSCRIPTIONS 430: 195 690 690 700, 4208 MILEAGE 3,038 3105f 2,865- 2,865 2,910 4233 DATA PROCESSING 0 0 2,400 2,400 2,435 4256 TELEPHONE 1,921 _ 1,246. 1,693 1,693 1,720. 8,106 6,105' 23,303 23,303, 23,655' COMMODITIES: 4502, BOOKS AND PAMPHLETS 165 ''80 637. 637- 645; ..4504 GENERAL SUPPLIES 963 683 1,114.' 1,114. 1,130 4600 PRINTING 1,926 2,929. - 2,758 2,758 2,800 3,054 3,692. 4,509 4,509 4,575 CENTRAL SERVICES: 4802 GENERAL 66,972 70,008 71,808 71,808 75,504, 4804 CITY HALL 7,920' 8,028 8,268 8,268 8,460 4808 EQUIPMENT OPERATION 6,204 6,420 6,624 6,624 6,888 81,096 84,456 86,700 86,700 90,852.. EQUIPMENT: 4901 REPLACEMENT. 1,021 209. 13,590 13,590 13;930 TOTAL INSPECTIONS $335,615 $353,728 $417,998, $417,998 $479,347 Maintena 70.0°/ Park Recreation Overview Park & Recreation Distribution by Area Park & Recreation Distribution by Expenditure Central Equipment 5.0% Commodities 7.9% Services 12.6% 3tration 7% Recreation 6.4% Salaries 51.6% CITY OF EDINA FUND: GENERAL ANNUAL 1NCTION: AREA: PARK 8 RECREATION ADMINISTRATION SUMMARY OF PERFORMANCE MEASURES Park Administration - 0600: PAGE = 61 PROGRAM: 0600 Personal services consist of 7 full time employees and occasional season part time help in this area. The seven full time positions include: 1. Director 2. Assistant Director 3. Recreation Supervisor 4. Adaptive Recreation Supervisor 5. Senior Citizen Director 6. Office Coordinator 7. Secretary Responsibility is to administer and maintain the entire Park and Recreation Department including: 39 parks totaling 1,552 acres of park property, revenue facilities (Golf Courses, Arena, Gun Range, 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 ten athletic associations (Baseball Association, Basketball Association, Girls' Athletic Association, Youth Softball Association, Swim Club, Fast Pitch Softball Association, Braemar City of Lakes Figure Skating Club, Football Association, Jr. Olympic Volleyball Association and Soccer Association), and working closely in operation and administration of the Edina Garden Council, the Edina Historical Society and the Edina Museum. 1998 1999 Total Park & Recreation Budget $2,211,238 $2,289,213 3.53% CITY OF EDINA ANNUAL BUDGET PAGE.- 62 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION ADMINISTRATION 0600 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED. BUDGETED PERSONAL SERVICES: 4105 PAYROLL $312,276, $329,473 $369,478, $369,478 $383,712 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 4,333. 6,199 2,193 2,193 2,226 4202 CONTINUING EDUCATION 21855 4,257 3,060 3,060 . 3,106 4204 DUES & SUBSCRIPTIONS 1,005 1,579 2,040 2,040 2,071: 4208 MILEAGE 10,811 13;364 11,730 11,730 12,082 4256 TELEPHONE 1,087:' 592; . , 1';326. 1,326'. 1,346 2001; 25;991 20,349, 20;349' 20,831:: COMMODITIES: 4502 BOO KSA PAMPHLETS 4504 GENERAL SUPPLIES 0 2,421:` 0 1,243 A02 1,428 102 1,428 104 1,449 4516 OFFICE SUPPLIES 1.37.: 34 , 51.0' 510 518 4600 PRINTING 3,544 13,958 16,167 16,167 16,410' 6,102' 15,235 18,207 18,207 18,481 CENTRAL SERVICES: 4802 GENERAL 86,880 90,840 93,480 93,480. 96,504. 4804 CITY HALL 16,620 16,872 17,388 17,388: 17;796 103, 500: 107,712 110,868 110,868 114,300 EQUIPMENT: 4901 REPLACEMENT 12,086 1,877 4,200 4,200 4,284 TOTAL ADMINISTRATION $454,055 $480,288 $523,102 $523,102 $541,608 CITY OF EDINA - ANNUAL BUDGET PAGE - 63 FUND: FUNCTION: AREA: PROGRAM: GENERAL. PARK & RECREATION RECREATION 0621-0623 SUMMARY OF PERFORMANCE MEASURES Athletic Activities - 0621: These funds are used primarily for recreational program equipment and supervision for approximately 200 coach pitch participants. This an eight week program for 7 year old girls and boys, coached by volunteer parents with assistance from a: paid coordinator /instructor. These funds also assist ten athletic associations and all adult athletic programs in common equipment needs. Outdoor Ice Rinks - 0622: These funds are used for all supervision, phone service, general supplies, and equipment for twelve warming houses, hockey rinks, one bandy rink, and 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 - 0623: These funds are used for supervision, coaching, USTA memberships, instruction and supplies for approximately 400 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 '9621-0623 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED, BUDGETED, ATHLETIC ACTIVITIES - 0621 PERSONAL SERVICES: 4120 PAYROLL $2,092 $1,620: $2,500 $2,500.. $2,575 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 85 837 112 112 114 4208 MILEAGE 0 0 112 112 114 85 837. 224 224 228, COMMODITIES: A504 GENERAL SUPPLIES 9,485 7,060 6,528 6,528 6,626 I TOTAL ATHLETIC ACTIVITIES $11,662 $9,517 $9,252 $9,252 $9,429; SKATING & HOCKEY - 0622 PERSONAL SERVICES: 4120 PAYROLL $31,105 $39,093 $33,000 $33,000;.. $33,990 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 149 100 7,140 7,140 200 4256 TELEPHONE 10,744 9,761 0 0 7,047 10,893 9,861 7,140'. 7,140 7,247 - COMMODITIES: 4504 GENERAL SUPPLIES 985 25 740 740 751 TOTAL SKATING & HOCKEY $42,983 $48,979. $40,880 $40,880 $41,988 TENNIS INSTRUCTION - 0623 PERSONAL SERVICES: 4120 PAYROLL $5,555 $8,741 $7,700 $7,700 $9,352 COMMODITIES: 4504 GENERAL SUPPLIES 3,388 4,077 3,978 3,978 4,000 TOTAL TENNIS INSTRUCTION $8,943 $12,818 $11,678 $11,678 $13,352 CITY OF EDINA UND: GENERAL ANNUAL BUDGET UNCTION: AREA: PARK & RECREATION RECREATION SUMMARY OF PERFORMANCE MEASURES Playground Program and Family Jamboree Special Event- 0624: .PAGE -65' 0624-0627 These funds are used for the implementation of the summer Playground Program, which is a six week program "offered at 12 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 featuring games, entertainment refreshments and family fun at Lake Cornelia Park. Recreation Participant Programs: Revenues for the T -ball program, the tennis instruction program, and the playground program are all based on increases and decreases depending on the number of participants in each program: Program 1997 1998 1999 Coach Pitch 192 193 195 Tennis Instruction 471 525 530 Playground 426 455 460 Miscellaneous and Special Activities - 0627 These funds are used for miscellaneous special° projects and equipment such as picnic recreation kits, studies, dedications and grand openings. CITY OF EDINA ANNUAL BUDGET PAGE - 66 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION I RECREATION 0624-0627 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PLAYGROUND & FAMILY JAMBOREE - 0624 PERSONAL SERVICES: 4120 PAYROLL $18,705 $19,045 $22,000 $22,000 $21,048 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 873 441 510 510 1,780 4208 MILEAGE 0 0 0 0 350 873 441 510 510 2,130 COMMODITIES* 4504 GENERAL SUPPLIES 4,697 4,823 4,794 4,794 4,866 TOTAL PLAYGROUND & FAMILY JAMBOREEE $24,275 $24,309 $27,304 $27,304 $28,044 MISCELLANEOUS & SPECIAL ACTIVITIES - 0627 PERSONAL SERVICES: 4120 PAYROLL $1,401 $788 $1,500 $1,500 $1,545 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 0 1,449 612 612 621 COMMODITIES: 4504 GENERAL SUPPLIES 1,545 3,443 2,856 2,856 2,899 4508 PHOTOGRAPHIC SUPPLIES 0 0 102 102 103 1,545 3,443 2,958 2,958 3,002 TOTAL MISCELLANEOUS & SPECIAL ACTIVITIES $2,946 $5,680 $5,070 $5,070 $5,168 CITY OF EDINA FUND: GENERAL - -- - - -- ANN_ UAL - BUDGET -- PAGE - 67 FUNCTION: 71AREA. PROGRAM: PARK & RECREATION RECREATION 0628-0629 SUMMARY OF PERFORMANCE MEASURES Senior Citizens - 0628: These funds are used for part-time personnel, office equipment and supplies, printing, mailings and general supplies for the Senior Citizen's Center. Adaptive Recreation - 0629: 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 or Edina residents who receive inclusion services into programs in the other 3 cities in our joint powers agreement, Adaptive Recreation /Learning Exchange (ARLE). It also includes professional services which pay for sign language interpreters, a band for the summer dance, 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_: PROGRA GENERAL PARK & RECREATION RECREATION 0628-0629 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED UDGETED. SENIOR CITIZENS - 0628 PERSONAL SERVICES: 4120 PAYROLL $11,983 $17,873 $12,000 $12;000. $12;360 CONTRACTUAL SERVICES: 4256 TELEPHONE 1,496 4,217 2,020 2,020 2,050 COMMODITIES: 4504 GENERAL SUPPLIES 5,202 -7,110 510 510 517 4600 PRINTING 0 0 6,528. 6,528 6,626 5,202 7,11Q., ... 71038: 7,038, 7,143 TOTAL SENIOR CITIZENS $18,681 $29,200 $21';058 $21,058 $2140553 ADAPTIVE RECREATION - 0629 PERSONAL SERVICES: 4120 PAYROLL $14,778 $18,091 $15,000 $15,000 $16,350 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 1,027 2,437 7,752 7,752 6,134 COMMODITIES: 4502 BOOKS & PAMPHLETS 41 18 102 102 100 4504 GENERAL SUPPLIES 1,414 1,413, 1,530 1,530 1,500- 4600 PRINTING 931 1,091 1,122 1,122 1,900 21386 2,522 2,754. 2,754 3,500 TOTAL ADAPTIVE RECREATION $18,191 $23,050 $25,506 $25,506 $25,984 TOTAL RECREATION $127,681 $153,553 $140,748 $140,748 $145,518 CITY OF EDINA GENERAL ANNUAL;BUDGET FUNCTION: AREA: PARK & RECREATION PARK MAINTENANCE SUMMARY OF PERFORMANCE MEASURES Park Maintenance Payroll Distribution Park maintenance consists of 16 personnel which include the following positions: 1- Foreman 1 Environmental Specialist 3 Park Keeper l l l's 10 Park Keeper 11's 1 Janitor 1 Full time.position currently not reinstated 1 Contract Forester 1 Contract Weed Inspector General Maintenance $84,711 Charged to Other Funds: Mowing 91,670 City Hall $8,600 Field Maintenance 99,910 Art Center 2,000 General Turf Care 60,770 Weed & Tree Assmt 2,230 Forestry 94,760 Pool 4,000 Litter Removal 13,390 Building Maintenance 121,452 Total Park Malnt. Payroll $716,363 Paths & Hard Surfaces Maintenance 13,390 Skating Rink Maintenance 119,480 $699,533 PAGE - 69 CITY OF EDINA ANNUAL BUDGET. PAGE = 70 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION PARK MAINTENANCE. SUMMARY OF PERFORMANCE MEASURES This page is intentionally left blank. CITY OF EDINA ANNUAL'BUDGET FUND: FUNCTION: AREA: PR' GENERAL PARK & RECREATION MAINTENANCE SUMMARY OF PERFORMANCE MEASURES PAGE - 71 4M: .0640-0641 General Maintenance - 0640: This account handles the paid leave, training and equipment maintenance for the park maintenance programs. Paid leave includes sick, vacation, and holiday pay. Mowing - 0641: 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 schedules athletic fields are maintained every 5 working days. rr�TV n� �nitie ANNUAL-BUDGET PAGE - 72 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK 8 RECREATION MAINTENANCE 0640-0641 SUMMARY OF EXPENDITURES 1996 1997' . 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED E TIMATED -BUDGETED GENERAL MAINTENANCE - 0640 PERSONAL SERVICES: ,4105 PAYROLL $77,264 $81,123 $82,244 $82,244 $84,711 CONTRACTUAL SERVICES: 4202 CONTINUING EDUCATION 2,081 1,965 3,264 3,264 3,313 `4256 TELEPHONE 1,751. 1,947 3,264 3,264 3,313 3,832 .31912 6,528 6,528. 6,626. CENTRAL SERVICES_: 4802 GENERAL 210,204 217,500 223,620, 223;620 229,212 4806 PUBLIC WORKS BUILDING 18,096 19,356' .... 20,558. 20,556 22,008 4808 EQUIPMENT OPERATION 144,204 148;848 153,636 153,636 159,636 372,504 385,704 397,812 397,812 410;856 TOTAL GENERAL MAINTENANCE $453,600 $470,739 $486,584 $486,584 $502,193 MOWING - 0641 PERSONAL SERVICES: 4105 PAYROLL $61,315 $79,925 $89,000 $89,000 $91,670 CONTRACTUAL SERVICES: 4248 CONTRACTED REPAIRS 308 1,038 0 0 0. COMMODITIES: 4504 GENERAL SUPPLIES 2,305 2,890 1,428 1,428 1,449 TOTAL MOWING $63,928 $83,853 $90,428 $90,428 $93,119 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET JNCTION: AREA: PROGRAM: PARK & RECREATION MAINTENANCE 0642-0643 SUMMARY OF PERFORMANCE MEASURES Field Maintenance - 0642: PAGE - 73- 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. Professional Services'include funding for the geese removal program, which is administered by the University of Minnesota. This adcount is supplemented by a $6 field use fee from participants. In 1997, $45,033 was contributed from the activities listed below. This amount was paid by the following groups: Activity Dollars Generated Adult Soccer $950 Adult Baseball 400 Adult Softball 9,500 Edina Baseball Association 8,900 EGAA Flag Football 584 Edina Youth Softball Association 3,594 Edina Girls Fast Pitch Softball 360 Edina Soccer Assoc. & Soccer Club 15,504 Edina Football Association 3,546 Miscellaneous Field Rentals 1,695 Total $45,033 General Turf Care - 0643: 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: r GENERAL PARK & RECREATION. MAINTENANCE 0642 -0643 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED, FIELD MAINTENANCE - 0642 PERSONAL SERVICES: 4105 PAYROLL $121;158 $134,384 $97,000 $97,000. $99,910 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 475 339 561 561 . ,569 4248 CONTRACTED REPAIRS 492 2,092 561 561, "569 967 2,431 1,122 1,122, 1;1.38 COMMODITIES: :4504 GENERAL SUPPLIES 5,854 9,402 5,100,` 5,100 5,177 4558 FERTILIZER 3,996 4,004 1,734; 1,734 1,760 4561 INFIELD MIXTURE 3,277 1,931 1,530 1,530 1,553 4563 LINE MARKING POWDER 4,353 4,765 3,570 3,570 31624 4566 WEED SPRAY 0 0 510 510 518, 4568 SEED 929 1,091 1,632 1,632 1,656. 18,409 21,193 14,076 14,076 14,288m TOTAL FIELD MAINTENANCE $140,534 $158,008 $112,198 $112,198 $115,336 GENERAL TURF CARE - 0643 PERSONAL SERVICES: 4105 PAYROLL $54090 $57,762' $57,000 $57,000 $58,710 4110 OVERTIME 1,980 1,177 .2;000 2,000 2,060 56,070 58,939 59,000 59,000 60,770` CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 1,034 3,991 10,404 10,404 10;560 4248 CONTRACTED REPAIRS 0 0 5,304 5,304 5,384 4310 LICENSES AND PERMITS 70 80 204 204 207 1,104 4,071 15,912 15,912 16;151 COMMODITIES: 4504 GENERAL SUPPLIES 2,641 1,299 3,162 3,162 3,209. 4522 SAND, GRAVEL, & ROCK 114 0 1,122 1,122 1,139 4558 FERTILIZER 1,075 2,744 4,284 4,284 4,348 4562 SOD & BLACK DIRT 807 391 2,142 2,142 2,174 4566 WEED SPRAY 3,081 2,452 4,080 4,080 4,141 4568 SEED 1,022 468 6,120 6,120 6,212 8,740 7,354 20,910 20,910 21,223 TOTAL GENERAL TURF CARE $65,914 $70,364 $95,822 $95,822 $98,144 CITY OF EDINA FUND: GENERAL Forestry - 0644: ANNUAL BUDGET PAGE -75 1NCTION: AREA: PROGRAM: PARK & RECREATION MAINTENANCE 0644-01645 SUMMARY OF _PERFORMANCE MEASURES 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 foc maintenance of tree trimming on boulevard and park trees astwell as contractual oak wilt disease identification, control and prevention program. All boulevard tree trimming and removal is assessed to the property owner. It also includes approximately $5,000 for planting new park trees and shrubbery throughout the park system. Litter Removal -0645: These funds are used for maintenance and removal of all trash from 39 parks 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 ANNUALKBUDGET PAGE - 76 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE 0644-0645 SUMMARY OF EXPENDITURES 1996 1997 1,998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED, FORESTRY - 0644 PERSONAL SERVICES: ,4105'' PAYROLL' $102,301 $87,000, $87;000 $89,610:. 4110 OVERTIME 1;478 ' . 5,000 51000, 5,150 $103,480 103,779: 92 ;000 � 92,000 94,760 CONTRACTUAL SERVICES: 4201. PROFESSIONAL SERVICES 7,012 8,051 13,770 13,770 13,977 4208 MILEAGE OR ALLOWANCE, 1,491 1,674 ':_ 4,734, 1,734'' 1,1-6 4248 CONTRACTED REPAIRS 2,612 1,410 11;322 11,322 11,492 4250 RUBBISH REMOVAL 4,501 , 6,957 12;852,_ 12,852 13,045 15,616 18,092 39;678' 39,678 40,274 COMMODITIES: 4504 GENERAL SUPPLIES 1,810 590 1,836. 1,836 1,864. 4560 PLANTING & TREES 7,589 5,148 8,568 8,568 8,697 4562 SOD & BLACK DIRT 970 0 6,324 6,324 6,419 4580 TOOLS 1,202 3,320 2,040 2,040 2,071 11,571 9,058 18,768 18,768 19,0.51 TOTAL FORESTRY $130,667 $130,929 $150,446 $150,446 $154,085 LITTER REMOVAL - 0645 PERSONAL SERVICES: 4105 PAYROLL $17,286 $17,721 $13,000 $13,000 $13,390 CONTRACTUAL SERVICES: 4250 RUBBISH REMOVAL 3,549 4,196 6,426. 6,426 6,522 COMMODITIES: 4504 GENERAL SUPPLIES 4,491 8,098 7,344 7,344 7,454 TOTAL LITTER REMOVAL $25,326 $30,015 $26,770 $26,770 $27,366 CITY OF EDINA GENERAL ANNUAL BUDGET JNCTION: AREA: JPR PARK & RECREATION MAINTENANCE SUMMARY OF PERFORMANCE MEASURES Building Maintenance - 0646: 0646 PAGE - 77- These funds are used for the maintenance, repair, and cleaning of 30 buildings in the park system. These funds are also used for the upkeep and new construction of 10 hockey rinks in the park system. Buildings Maintained: 1. Arden Park Shelter 2: Arneson Gazebo 3. Arneson Greenhouse 4. Arneson Historical House 5. Art Center 6. Braemar Complex 7. Braemar Gun Range 8. Bredesen Comfort Station 9. Cahill School Building 10. Chowen Picnic Shelter 11. *Cornelia School Park Shelter 12. Countryside Park Shelter 13. Creek Valley Park Shelter 14. *Garden Comfort Station 15. Grange Hall *NEW IN 1998 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. .29. 30. Highlands Park.Shelter Lake Cornelia'Pool Bath House Lake Cornelia Picnic Shelter *Lake Cornelia .Comfort Station Lewis Park Shelter Normandale Park Shelter Pamela Park Shelter Strachauer Park Shelter *Todd Park Shelter Wooddale Picnic Shelter Utley Park Restrooms Van Valkenburg Complex *Walnut Ridge Park Shelter *Weber Park Shelter * Wooddale Comfort Station CITY OF EDINA ANNUAL BUDGET PAGE - 78 FUND: FUNCTION: AREA: PROGRAM: GENERAL PARK & RECREATION MAINTENANCE `0646 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED.2 BUILDING MAINTENANCE - 0646 PERSONAL SERVICES: 4105 PAYROLL $108,733 $114,223 $106,096 $106,096. $121,452. CONTRACTUAL SERVICES: 4201. PROFESSIONAL SERVICES 7,870 3,897 3,100 3,100' 4,000. 4248 CONTRACTED REPAIRS 1,001 3,133 - 5,500 5,500 4,600 4252 LIGHT & POWER 70;035 80,955 74,000 74,000 .75,110_ 4254 HEAT r 17,699 18,427 19,000 19,000: 22,000 4256 TELEPHONE 51397 7,306 11,000 11,000 10,000 4262 LAUNDRY 12,759 6,023 11',000 ' 11,000 11;165. 114,761 119,741; 123;600 123,600 126,875 COMMODITIES: 4504 GENERAL SUPPLIES 32,079 21,553 21,000 21,000 21,315 4540 REPAIR PARTS 4,274 4,085 14,500 14,500 14,718 4580 TOOLS 4,213 3,776 5,600 5,000 5,075 4604 LUMBER- 12,841 8,870 9,100 9,100 9,237 4606 LAMPS & FIXTURES 114 0 1,000 1,000 1,015 4642 SAFETY EQUIPMENT 2,811 4,060 4,600 4,600 4,669 56,332 42,344 55,200 55,200 56,029 TOTAL BUILDING MAINTENANCE u $279,826 $276,308 $284,896 $284,896 $304,356 GITY -UP EDINA _ -ANNUAL MUM= 1 FUND: ` FUNCTION: AREA: PROGRAM: GENERAL PARK & RECEREATION MAINTENANCE 0647-0650 SUMMARY.OF PERFORMANCE MEASURES Paths, Hard Surfaces, Hockey Rinks, & Park Amenities Maintenance - 0647: 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, benches, signs, and drinking fountains throughout - Edina's 39 parks. Skating Rink Maintenance - 0648: These funds are used for flooding and maintaining an operation of 11 hockey rinks and 12 general skating areas. This account is supplemented by a $6 per participant user fee, which was paid by the following: Activi 1997 Edina Hockey Association $9,264 Adult Bandy - 2,600 Adult 4 -Man Hockey 2,000 Adult Co -Rec Broomball 250 TOTAL $14,114 Equipment - 0650: 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. e%iTv nF FniNO ANNUAL BUDGET PAGE 80 FUND: FUNCTION: AREA: PROGRAM: ,k GENERAL PARK & RECREATION MAINTENANCE 0647-0650 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ESTIMATED BUDGETED ADOPTED PATHS, HARD SURFACES, HOCKEY RINKS & PARK AMENITIES - 0647 PERSONAL SERVICES: 4105 PAYROLL $15,984 $9,029 $13,000 $13,000 $13,390 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 46,720 53,385 51,000 51,000:: 51,765' COMMODITIES: 4504 GENERAL SUPPLIES 3,355 1,834 3,77,.4 3,774 3,831 4524 B CKTOP 5,290 0 3,060 3,0.60. 3,106 4526 ROAD OIL 0 .0 ". 2,346. 2,346 2,381 8,645 1,834 9,180 9,318' 91180 TOTAL PATHS & HARD SURFACE MAINTENANCE $71,349 $64,248 $73,180 $73,180 $74,473. SKATING RINK MAINT. - 0648 PERSONAL SERVICES: 4105 PAYROLL $97,572 $91,508 $101,000 $101,000 $104,030 4110 OVERTIME 19,021 19,278, 15,000 15,000 15,450. 116,593 110,786, 116,000 116,000 119,480 COMMODITIES: 4504 GENERAL SUPPLIES 2,214 3,879 2,020 2,020 2,050 4540 REPAIR PARTS 159. 169 1,734 1,734 1,760 2,373 4,048 3,754 3,754 3,810` TOTAL SKATING RINK MAINT. $1.18,966 $114,834 $119,754 $119,754 $123,2901 EQUIPMENT - 0650 EQUIPMENT: 4901 REPLACEMENT $101,471 $102,181 $92,310 $92,310 $94,387 4902 NEW 0 0 15,000 15,000 15,338 TOTAL EQUIPMENT $101,471 $102,181 $107,310 $107,310 $109,725 TOTAL PARK MAINTENANCE $1,451,581 $1,501,479 $1,547,388 $1,547,388 $1,602,087 1 L3 0 Commissions & Special Projects 47.8% Non - Departmental Overview Non - Departmental Distribution by Area " - -' -- �ncies '/o Comm 4.1 aervice 24.5% Non - Departmental Distribution by Expenditure Equipment Salaries 10.3% 0.1% VServices 85.5% Special Assessments 5.8% GI 1 Y Ur LUINA ANNUAL MUGt I HAUL - t9l FUND: FUNCTION: AREA: PROGRAM: GENERAL NON - DEPARTMENTAL CONTINGENCIES 0500 SUMMARY OF PERFORMANCE MEASURES Contingencies - 0500: 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. 1998 1999 % Total Contingencies Budget $75;000 $75,000 0.00% CITY -OF EDINA ANNUAL BUDGET PAGE - 82 FUND: GENERAL FUNCTION: NON- DEPARTMENTAL AREA* CONTINGENCIES PROGRAM: 0500 SUMMARY OF EXPENDITURES ACCT. DESCRIPTION 1996 ACTUAL 1997 ACTUAL 1998 1999 ADOPTED ESTIMATED BUDGETED. CONTRACTUAL SERVICES: 4201 TOTAL CONTINGENCIES $135,945 $135,945 $93,866 $93,866 $75,000 $75,000 $75,000 $75,000, $75,0002 $75,000 CITY OF,EDINA ANNUAL BUDGET PAGE - 83 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON - DEPARTMENTAL CAPITAL PLAN 0502 APPROPRIATION SUMMARY OF PERFORMANCE MEASURES Capital Plan Appropriation - 0502: This appropriation reflects the amount the operating budget contributes to the capital plan. Explanation of Change: This has been removed from the operating budget. 1998 1999 Total Capital Plan Budget $0 $0 0 CITY OF EDINA ANNUAL BUDGET PAGE -84 FUND: GENERAL FUNCTION: NON - DEPARTMENTAL AREA: CAPITAL PLAN APPROPRIATION PROGRAM: 0602 SUMMARY OF EXPENDITURES ACCT. DESCRIPTION 1996 ACTUAL `1997 ACTUAL 1998 1999 ADOPTED ESTIMATED BUDGETED EQUIPMENT: 4902 TOTAL CAPITAL PLAN $50,159 $0 _ $0- $0 $0= $0 . $0- $0 APPROPRIATION $50,159 -�`$0' CITY OF EDINA ANNUAL BUDGET PAGE - 85 FUND: FUNCTION: " AREA: PROGRAM:. GENERAL NON- DEPARTMENTAL SPECIAL ASSESSMENTS 0503 ON CITY PROPERTY SUMMARY OF PERFORMANCE MEASURES Special Assessments on City Property - 0503: 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 for mandated truth in taxation mailing. Total Special Assessments Budget 1998 19991 % $26,000 $20,00.0 - 23:08% IN I _n M ME CITY OF EDINA ANNUAL BUDGET. PAGE -86 FUND: FUNCTION: AREA: SPECIAL PROGRAM: GENERAL NON - DEPARTMENTAL ASSESSMENTS ON CITY PROP. 0503 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED 'BUDGETED SPECIAL ASSESSMENTS: 4922 $18,842 $15,890 $26,000 $26,000 $20,000 TOTAL SPECIAL ASSESSMENTS $18;842" - -- $15;890' - $26;000- - $26;000" --- $20 -,000- CITY OF EDINA ANNUAL BUDGET PAGE - 87 FUND: FUNCTION: AREA: PROGRAM: GENERAL NON - DEPARTMENTAL FIR_ E STATION DEBT 0511 SERVICE SUMMARY OF PERFORMANCE MEASURES Fire Station Debt Service - 0511: This budget is used to pay the debt service on the bonds that are outstanding for the York Avenue fire station. 1998 1999 % Total Fire Station Debt Service $841000 $84,000. 0.00% It CITY OF EDINA ANNUAL BUDGET PAGE - 88 FUND: GENERAL FUNCTION: NON- DEPARTMENTAL AREA: FIRE STATION DEBT SERVICE PROGRAM: 0511 SUMMARY OF EXPENDITURES ACCT. DESCRIPTION 1996 ACTUAL 1997 ACTUAL 1998 1999 ADOPTED ESTIMATED BUDGETED CONTRACTUAL SERVICES: ,4300 DEBT SERVICE PAYMENTS TOTAL FIRE DEBT SERVICE $0 '$0 $83,681 $83,681_ $84,000 _ ._ __$84,000 $84,000 $84,000 $84,000 $84,000 i U1 I T,Ul- LIANA ANNUAL BUDGLT PAGE -89 FUND: "" FUNCTION: AREA: PROGRAM. GENERAL NON- DEPARTMENTAL COMMISSIONS 4 SPECIAL 0504-0506 PROJECTS SUMMARY OF PERFORMANCE MEASURES Human Relations Commission - 0504: The Human Relations Commission is comprised of 12 members and is an advisory body to the City Council in the areas of human rights, human relations and human service. The Commission meets 12 times a year. Fireworks - 0505: Fireworks display to be presented after the band concert on the fourth of July. Suburban Rate Authority - 0506: 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. •n 1 I.. mw nF FnINO ANNUAL BUDGET PAGE- 90 FUND: FUNCTION: AREA: COMMISSIONS PROGRAM: GENERAL NON- DEPARTMENTAL & SPECIAL PROJECTS 0504-0506 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED IMATE D ETED HUMAN RELATIONS COMMISSION - 0504 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES $60,750 $63,646 $76,706 _ $76,706 $79,000 `4202 CONTINUING EDUCATION _ 0 T 0 250. 250 250 4204 DUES & SUBSCRIPTIONS 247 247 200 200 200 4224 CHEMICAL HEALTH 35 0 500 500 500 4280 EDUCATION PROGRAM 683 1,325 800 800 800 TOTAL HUMAN RELATION COMMISSION $61,715 $65,218 $78,456: $78,456 $80,750 FIREWORKS - 0505 COMMODITIES: 4504 GENERAL SUPPLIES $7,350 $7,600 $10,600 $10,600 $11,000 TOTAL FIREWORKS $7,350 $7,600 $10,600. $10,600 $11,000 SUBURBAN RATE AUTHORITY - 0506 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES $4,000 $4,000 $4,000 $4,000 $4,000 TOTAL SUBURBAN RATE AUTHORITY $4,000. $4,000 $4,000 ;,, $4,000 $4,000 CITY OF EDINA FUND: GENERAL ANNUAL BUDGET UNCTION: AREA: P NON - DEPARTMENTAL COMMISSIONS & SPECIAL SUMMARY OF PERFORMANCE MEASURES PAGE- 91 ;MM: 0508-0509 Community Resource Center - 0507: As a result of the Family Services Collaborative, the Family Support Network, created the CRC to compliment existing services and supports in the community by providing information, communication and coordination among providers. ®o South - Hennepin Regional Planning Agency (SHeRPA) 0508: SHeRPA is the organization through which Edina, Eden Prairie, Bloomington and Richfield jointly and cooperatively coordinate the providing of human services and the operating of a Family Services Collaborative in order to provide coordinated family services. Deer Control Program - 0509: This program was authorized by the Council to reduce the City's deer population. .Explanation of Change: There is a $4,500 reduction due to a one year suspension of the Deer Control Program. Records Retention Program - 0512: $15,300 is recommended for record management purposes throughout City Hall. This would include scanning and computer equipment necessary to store our records in compliance with State law. Total 1998 1999 % Commissions & Spec. Proj. $164,056 $163,905 -0.09% CITY OF EDINA ANNUAL BUDGET PAGE - 92 FUND: FUNCTION: AREA: COMMISSIONS PROGRAM: GENERAL NON -DEPARTMENTAL I & SPECIAL PROJECTS 0607-0512 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED COMMUNITY RESOURCE CENTER - 0507 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES $0 $0, $28,500, $28,500 $29,355 TOTAL COMMUNITY RESOURCE CENTER $0' $0 $28,500 $28,500 $29,355 SOUTH HENNEPIN HUMAN SERVICE COUNCIL (SHeRPA) 0508 CONTRACTUAL SERVICES:. 4201 PROFESSIONAL SERVICES $17,865 $63,601 $20,000 $20,000 $20,000 TOTAL SOUTH HENNEPIN SERVICE COUNCIL $17,865 $63,601 $20,000 $20,000 $20,000 )EER CONTROL PROGRAM - 0509 PERSONAL SERVICES: 4105 PAYROLL $4,225 $5,819 $5,000 $5,000 $500 COMMODITIES: 4504 GENERAL SUPPLIES 1,273. 837 2,500 2,500 3,000 TOTAL DEER CONTROL $5,498 $6,656 $7,500 $7,500 $3,500 RECORDS RETENTION. PROGRAM - 0512: 4902 NEW EQUIPMENT 0 0 15,000 15,000 15,300' TOTAL RECORDS RETENTION 0 0 $15,000 $15,000 $15,300 TOTAL COMMISSIONS & SPECIAL PROJECTS $96,428 $147,075 $164,056 $164,056 $163,905 ,� � � �i\ a Central Services Overview Equipment Qrarn inn Pub. Works Bldg. 4.3% City Hall 3.0% Central Services Distribution by Area Commc 10.9 Contractual Services 18.7% Central Services Distribution by Expenditure Central Equipment Services 5 0% 2.1 eral D% ialaries 63.3% 'OF EDINA D• GENERAL General 0510: ANNUAL UNCTION: AREA: CENTRAL SERVICES GENERAL SUMMARY OF PERFORMANCE MEASURES Personal services consist of 1 full time employee in this area. (. • , PAGE -93 1: 0510 Central Services General is,primarily made up of three major expense items: PERA & FICA costs, the flex benefit plan, and. worker's compensation and liability insurance. These costs are allocated based on the number of employees in each, department and the total salaries carried in each area. -'One third of this budget is allocated to our enterprise. funds and therefore not tax supported. Explanation of Change: • The flexible benefits, plan reflect an adjustment of $10' per. month for the City contribution to each employee's P, ity provided benefits. • A $20,000 decrease in our cost for the total insurance program. The part -time employee will begin working full time in' order'to support new technology. The Mayor has called for an employee recognition. program with a total cost of $2,500. dlocated to General Fund: Public Works: Administration Engineering Maintenance Police Animal Control Fire Health Inspections Parks: Administration Maintenance 30,096 98,700 394,596 869,496 11,220 478,800 51.,840 75,504 Distribution Annual Mayor & Council 23,340 Administration 120,204 Planning 56,496 Finance . 71,004 Elections 12,204 Assessing 86,004 Public Works: Administration Engineering Maintenance Police Animal Control Fire Health Inspections Parks: Administration Maintenance 30,096 98,700 394,596 869,496 11,220 478,800 51.,840 75,504 Distribution Allocated to other Funds: Monthly Annual Monthly 1,945 City Hall 15,804 1,317 10,017 Public Works Building 9,744 812 4,708 Equipment Operation 81,180 6,765 5,917 Art Center 39,996 3,333 1,017 Pool 11,004 917 7,167 Golf Course 219,996 18,333 Arena 65,004 5,417 2,508 Edin /Cent 159,996 13,333 8,225 Utilities 303,420 25,285 32,883 501h Assessment Dist. 10,476 873 72,458 50th Street.- Liquor 45,996 3,833 935 York - Liquor. 83,004 6,917 39,900 Vernon - Liquor 73,500 6,125 4,320 Recycling 12,540 .1,045 6,292 HRA 5,004 417 Communications 23,304 1,942 96,504 8,042 229,212 19,101 $2,705,220. $225,435 Total.Central Services General 1,159,968 96,664 Total $3,865,188 $322,099 1998 1999 % $3,721,788 $3,865,188 3.85% J1 1 4 CITY OF EDINA ANNUAL BUDGET PAGE - 94 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES GENERAL 0510 SUMMARY OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $0 $0 $0 $0 $45,000 4120 PAYROLL 0 22,439 33,500 33,500 0 4145 PENSIONS 1,512,074 1,565,846 1,648,116 1,648,116 1,794,889 4156 FLEX PLAN 943,159 995,259 1,095,164 1,095,164 1,139,631 4160 UNEMPLOYMENT COMP. 13,346 5,154 0 0 ~ , 0 2,468,579 ,. 2,58.8,698 2,776,780 2,776,780 2;979,520 CONTRACTUAL SERVICES: 4201 PROFESSIONAL SERVICES 16,221 5,269 26,500 26,500 26,500 4202 COMPUTER TRAINING 9,201 27,172 13,000 13,000 13,000 4212 PERSONNEL 23,493 29,355 32,000 32,000 - 35,000 4226 EQUIPMENT RENTAL 9,739 10,236 10,500 10,500 10,500 4233 COMPUTER SOFTWARE 0 11,748 25,000 25,000 25,000 4256 TELEPHONE 62,247 74,511 70,000 70,000 71,000 4260 INSURANCE 898,954 622,989 550,000 550,000 525,868 4288 SERVICE CONTR. - EQUIP. 9,932 25,063 15,000 15,000 15,000 4290 POSTAGE 68,443 74,863 70,000 70,000 60,000 1,098,230 881,206 812,000 812,000 781,868 ;OMMODITIES: 4504 GENERAL SUPPLIES 42,528 44,702 26,000 26,000 26,000 EQUIPMENT: 4901 REPLACEMENT 22,112 127,487 36,008 36,008 56,800 4902 NEW 0 45,000 71,000 71,000 21,000 22,112 172,487 107,008 107,008 77,800 TOTAL GENERAL $3,631,449 $3,687,093 $3,721,788 $3,721,788 $3,865,188 CITY OF EDINA ANNUAL BUDGET PAGE - 95 FUND: FUNCTION: AREA: ' PROGRAM:. GENERAL CENTRAL SERVICES CITY HALL 0520 SUMMARY OF PERFORMANCE MEASURES City Hall - 0520: 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. . Allocation to Operating Departments Mayor & Council Administration Planning Finance Assessing Public Works: Administration Engineering Police Health Inspections Parks Utilities Communications Total Total City Hall Budget Distribution Annual Monthly $11,328 $944 18,192 1,516 6,204 517 7,896 658 7,008 584 3,696 308 7,656 638 52,368 4,364 3,756 313 8,460 705 17,796 1,483 10,884 907 4,776 398 $160,020 $13,335 1998 1999 $156,312 $160,020 2.37% CITY OF EDINA ANNUAL BUDGET PAGE - 96 FUND: FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES CITY HALL 0520 SUMMARY, ..OF EXPENDITURES 1996 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED, BUDGETED PERSONAL SERVICES: 4105 PAYROLL $55,032 $55,951 $62,894 $62,894 $64,265 4110 OVERTIME 2,838. 2,681, 2,800 2,800 3,000 57,870 58,632 65,694 65,694 67,265 CONTRACTUAL SERVICES: 4248 CONTRACTED,REPAIR 3,871 2,035, 5,500 5,500 5,500` 4250 RUBBISH °;SERVICE 2,078' 1,872 3,000 3,000 3,000. 4252 LIGHT .& POWER 21,039 24,129 19,000 19,000: 19,500 4254 HEAT 6,759 6,689 9,060 9,060 91,000 4258 SEWER & WATER 2,418 1,028 2,520 2,520 2,520 4262 LAUNDRY 3,003 3,326" 2,800 2,800 2,873 39,168 39,079 41,820 41,820 42,393 COMMODITIES: 4504 GENERAL SUPPLIES 2,643 7,496 6,658 6,658 6,658 4512 CLEANING SUPPLIES 2,382 1,440 2,600 2,600 2,600 4514 PAPER SUPPLIES 9,191 9,380 11,300 11,300 11,300 4540 REPAIR PARTS 9,607 7,521 13,000 13,000 14,000 23,823 25,837 33,558 33,558 34,558 CENTRAL SERVICES: 4802 GENERAL 14,424 15,000 15,240 15,240 15,804 TOTAL CITY HALL $135,285 $138,548 $156,312 $156,312 $160,020 CITY OF EDINA ANNUAL BUDGET FUND: FUNCTION: AREA: P GENERAL CENTRAL SERVICES PUBLIC WORKS BUILDING SUMMARY OF PERFORMANCE MEASURES PAGE.- 97 I: 0540 Public Works Building - .0540: 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 provider stockroom and office facilities for public works personnel'.-s. A large part . of this account is directed towards rubbish hauling,aight arid, power, heat and fuel .Oil, and repair parts for the building. Distribution Allocation to Operating Departments Annual Public Works $21,840 Health 7,584 Parks 22;008 Equipment Operation 162;336 Utilities 17,400 Total $231,168 Explanation .of Change: Monthly $1,820 632 1,834 13,528 1,450 $19,264 .1998 1999 % I Total Public Works Building Budget $217,020 $231,168 6.52% CITY OF EDINA . ANNUAL BUDGET.. PAGE - 98 FUND: FUNCTION: AREA: PROGRAM: T GENERAL CENTRAL SERVICES PUBLIC WORKS BUILDING 0540 SUMMARY OF EXPENDITURES 1999 1997 1998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $74,407 $58,631- $60,444 $60,444 $61,326 4110 OVERTIME 2,089 893 2,300 2,300 2,300 76,496 59,524 62,744 62,744 '63,626 CONTRACTUAL SERVICES: - 4201 PROFESSIONAL SERVICES 1,467, .: 1,285 1,500, 1,500 1,500 4250 RUBBISH, SERVICE 3,557 2,939 4,000 4,000 31500 4252 LIGHT & POWER 28;280' 38,662 31,500 31,500 32,000 4254 HEAT & FUEL OIL 44,878 56,082 41,000 41,000 55,000 4258 SEWER & WATER 1,653 2,650 2,000 2,000 2,500 79,835 101,618 80,000 80,000 94,500 COMMODITIES: 4504 GENERAL SUPPLIES 10,983 10,233 8,000 8,000 9,000 4512 CLEANING SUPPLIES 10,759 9,588 8,000. 8,000 9,000 4540 REPAIR PARTS 30,831 31,959 42,000 42,000 38,000 52,573 51,780 58,000 58,000 56,000 CENTRAL SERVICES: 4802 GENERAL 9,120 9,384 9,504 9,504 9,744 EQUIPMENT: 4901 REPLACEMENT 5,711 1,988 6,772 6,772 7,298 TOTAL PUBLIC WORKS BUILDING $223,735 $224,294 $217,020; $217,020 $231,168 co , CITY OF EDINA ANNUAL 13UUtjh 1 VAUt -W FUND: FUNCTION: AREA: PROGRAM' GENERAL CENTRAL SERVICES EQUIPMENT OPERATION 0560 SUMMARY OF PERFORMANCE MEASURES Equipment Operation `- 05601: 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 I nd five mechanics 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. Additionally, the public works shop is responsible for, all. maintenance of equipment and power tools. Costs of equipment operation are charged to.operating departments and other funds on the basis of use. Distribution Allocated to General Fund: Allocated to other Funds: Annual Monthly Annual Monthly Administration $2,892 $241 Pool $2,220 $185 Assessing ` 2,892 241 Golf Course 2,892 241 Public Works: Edin /Cent. Lake 15,444 1,287 Engineering 12,336 1,028 Utilities 93,084 7,757 Supervision 2,220 185 $113,640 $9,470 Maintenance 507,672 42,306 Police 220,296 18,358 Animal Control 3,000. 250 Fire 77,208 6,434 Health 2,220 185 Inspections 6,888 574 Park Maintenance 159,636 13,303 $997,260 $83,105 Total $1,110,900 $92,575 1998 1999 % Total Equipment Operation Budget $1,068,984 $1,110,900 3.92% -CITY OF EDINA ANNUAL - BUDGET PAGE -100 FUND: o FUNCTION: AREA: PROGRAM: GENERAL CENTRAL SERVICES EQUIPMENT OPERATION 0560 SUMMARY OF EXPENDITURES 1996 1997 1.998 1999 ACCT. DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED BUDGETED PERSONAL SERVICES: 4105 PAYROLL $247,063 $248,246 $272,544 $272,544 $282,461 4110 OVERTIME 5,757 4,493,: 2,100 2,100 2,200 252,820 252,739 274,644 274,644 284,661 CONTRACTUAL.SERVICES: - -- 4201 PROFESSIONAL SERVICES .1,533 1,419 1,000 1,000 1,500 4233 DATA PROCESSING 4248 CONTRACTED REPAIRS 3,071 49,696 2,382 34,700 2,500 45,000 2,500,; 45,000 2,500 45,000 4262 LAUNDRY 51025 7,037 5,000 5,000 6,000 4294 RADIO SERVICE 6,260 9,572 7,500 7,500 8,000 4296 CAR WASHES 4,814 2,215 4,500 4,500 4,500 4310 LICENSE FEES & PERMITS 21,810 16,465 18,000 18,000 18,000 92,209 73,790 83,500 83,500 85,500 COMMODITIES: 4504 GENERAL SUPPLIES 27,331 34,130 18,000 18,000 20,000 4540 REPAIR PARTS 177,286 177,002 173,000 173,000 180,000 4580 REPLACEMENT OF TOOLS 4,182 6,915 9,000 9,000 7,000 4610 WELDING SUPPLIES 7,989 6,560 7,000 7,000 7,000 4612 GAS & FUEL OIL 156,208 139,248 145,000 145,000 150,000 4616 TIRES & TUBES 35,029 42,937 32,000 32,000 35,000 4618 LUBRICANTS 9,587 13,300 13,000 13,000 12,000 4620 ACCESSORIES 52,989 63,132 52,000 52,000 55,000 4642 SAFETY EQUIPMENT 4,508 3,517 41000 4,000 4,000 475,109 486,741 453,000 453,000 470,000 CENTRAL SERVICES: 4802 GENERAL 75,564 78,000 79,200 79,200 81,180 4806 PUBLIC WORKS BUILDING 133,416 142,776 151,752 151,752 162,336 208,980 220,776 230,952 230,952 243,516 EQUIPMENT: 4901 REPLACEMENT 28,084 21,335 26,888 26,888 27,223 TOTAL EQUIPMENT OPERATION $1,057,202 $1,055,381 $1,068,984 $1,068,984 $1,110,900 S FamiLink Resource Center Satisfaction Survey ANALYSIS FOR EDINA Spring 1998 Introduction A satisfaction survey was administered to 138 people who had used a FamiLink Resource Center during the latter part of 1997 or the beginning of 1998. Forty-two (30 %) of the survey participants were people who had been served by the FamiLink Resource Center in Edina. A set of 5 -6 questions that could be asked and answered in about 3 -5 minutes, were developed from a review of collaborative surveys and staff input. The survey was deliberately kept short to respect people's time and encourage participation in the survey. Survey participants were randomly selected from intake forms that included some minimum information: a first name and a phone number. The number of intake forms selected from each site was determined by the percentage that each site represented among the total intakes conducted during the time period of June 1997 to March 1998. The following table shows these data and demonstrates that we were mostly successful at achieving a proportionate sample. Who were the survey respondents? • Gender: 90% female and 10% male • Age: Percent sites were represented among the intake forms Percent sites were represented in the survey Bloomington 26% 26% Eden Prairie 21% 23% Edina 33% 30% Richfield 20% 21% Total 100% 100% Who were the survey respondents? • Gender: 90% female and 10% male • Age: • Marital Status Edina Overall 18 -24= 5% 5% 25 — 29 = 3% 10% 30-39 26% 33% 40 — 49 33% 22% 50 — 64 = 14% 9% 65+ = 17% 18% Would not share this info 2% 3% • Marital Status Edina Overall Single 19% 18% Married 62% 59% Separated/Divorced 12% 8% Widowed 5% 13% Would not share this info 2% 2% r • Residence: 93% of the participants served by,the Edina center were residents of a South Hennepin community. The break down of city residence of the clients follows: Edina Overall Bloomington = 13 %° 22% Eden Prairie = 8% 25% Edina= 726/o 28% Richfield = 7% 25% • Most of the people calling the FamiLink Resource Center in Edina were from the general public, versus a community organization: Results The following are the results of the 5 key questions of the satisfaction survey. • Resource Centers made it easier for people to find resources. Survey participants were asked to rate the Resource Center on a scale of 1 -10 (10 being the best) in terms of making. it easier for them to find what they were looking for. Most people gave this question a favorable rating. 'Edina Overall .8 —10 = 86% 78% 5,— 7 = 12% 15% 3 -4= 0% 3% 1 -2= 2% 4% • Overall, people are satisfied with the services they receive. from the Resource Centers Edina Overall General public — 91% 89% School= 2% 4% Social service provider = 2% . 2%. . City/government _ 0% 1% Faith community =.: 0% 1% Other = 5% 2% Results The following are the results of the 5 key questions of the satisfaction survey. • Resource Centers made it easier for people to find resources. Survey participants were asked to rate the Resource Center on a scale of 1 -10 (10 being the best) in terms of making. it easier for them to find what they were looking for. Most people gave this question a favorable rating. 'Edina Overall .8 —10 = 86% 78% 5,— 7 = 12% 15% 3 -4= 0% 3% 1 -2= 2% 4% • Overall, people are satisfied with the services they receive. from the Resource Centers • An overwhelming majority of people said they would recommend the Resource Center to a friend or family member. Among all of the FamiLink Resource Centers, 91 % of people said they would recommend the Resource Center. Among those who were served by the Edina Resource Center, 98% said they would recommend the Resource Center. Edina Overall Very or mostly satisfied = 88% 87% Mildly satisfied = 5% 6% Not satisfied at all 7% 7% • An overwhelming majority of people said they would recommend the Resource Center to a friend or family member. Among all of the FamiLink Resource Centers, 91 % of people said they would recommend the Resource Center. Among those who were served by the Edina Resource Center, 98% said they would recommend the Resource Center. • Most people were connected to the resources they wanted. Edina Overall Yes = 73% 76% Somewhat = 10% 9% No = 17% 14% Don't know = 0% 2% • Most people who received follow -up believed it was helpful. Among all the FamiLink Resource Centers, 70% of the survey participants recalled receiving follow -up. Of those servedby the Edina Resource Center, 63% recalled receiving follow -up. The following chart shows that most of those people rated follow -up as helpful. Don't know = 0% 4% Comments from Survey Participants Survey participants were asked if they had any suggestions for the Resource Centers. These comments were reviewed and the key themes are identified below. • Get the word out The most prominent suggestion offered by survey participants was that the Resource Centers should be marketed to a broad audience making the public aware of this service. • Goodjob! Many positive comments were made about the Resource Centers. Here are a few examples: "He was so supportive. He encouraged me for the things I do right." "They really tried to find a solution for me. They listened to my unique needs and helped me understand my different options ... It was a very good experience." "They were a lifesaver. I was completely pleased." • Follow -up Several people made positive comments about follow -up. They expressed being surprised by having someone follow -up with them, liked it when staff called with a new resource, and appreciated the concern they heard from Resource Center staff. Edina Overall Yes, it was helpful = 96% 83% It was somewhat helpful = 0% 10% No, it was not helpful = 4% 3% Don't know = 0% 4% Comments from Survey Participants Survey participants were asked if they had any suggestions for the Resource Centers. These comments were reviewed and the key themes are identified below. • Get the word out The most prominent suggestion offered by survey participants was that the Resource Centers should be marketed to a broad audience making the public aware of this service. • Goodjob! Many positive comments were made about the Resource Centers. Here are a few examples: "He was so supportive. He encouraged me for the things I do right." "They really tried to find a solution for me. They listened to my unique needs and helped me understand my different options ... It was a very good experience." "They were a lifesaver. I was completely pleased." • Follow -up Several people made positive comments about follow -up. They expressed being surprised by having someone follow -up with them, liked it when staff called with a new resource, and appreciated the concern they heard from Resource Center staff. Service Fragmentation and Service Gaps Some of the survey participants identified service gaps and the need for additional community resources. Those mentioned include affordable housing and translators for immigrants. • Suggestions for Improvement The following are the most prominent suggestions for improving the Resource Centers: Timeliness: While some people were pleased with how quickly the Resource Center responded to them, others suggested that it should be faster. Hours: Hours of operation were an issue for a few people. They said that it was difficult to access the Resource Center and were frustrated with the way the phones rollover to another center when they were trying to reach a specific site. Contact Person: Some survey participants were frustrated by dealing with multiple staff at the Resource Center and were disappointed when they couldn't work with the same staff person over time. Making Connections: Survey participants suggested that the Resource Centers improve the information they provide by having better, more up -to -date information on resources. These suggestions included: "Research the services they suggest. Ask more questions." "Have more concrete advice on what type of help is available." Clients Served Summary: June1998 112 May 1998 95 Percent Difference 17% Total Clients Served to Date 1,438 R=1 - Edina Phone Book 43 Unknown / No Response 14 Another Agency 5 Word of Mouth 8 Famil-ink Staff 2 Brochures 12 Referred by School 2 Referred by City/Fire/Police 12 "About Town ", Community 0 Publication 2 Newspaper Article 1 Someone in Building 4 Rollover from another CRC 1 Special Mailings 0 Faith Community 1 Calling Another Agency 0 School Publications 1 Business / Employer 0 Library 1 Employment Service Provider 0 First Call for Help 1 Used FaniLink Before 2 Total: 112 Summary of Clients Served by Famil-ink Edina June 1998 - Only Profile of Clients this Month: June General Public 99 School Personnel 2 Social Service Provider 1 Client of Another Agency 0 MFIP Client 2 Other Famil-ink Staff 1 Government / City / County 3 Unknown 0 Policy / Fire 0 Health Care Worker 3 Faith Community 1 Student (k -12) 0 Business / Employer 0 Civic Group 0 Total Clients Served this Month: 112 Resources Requested / Offered: June Basic Living & Financial Needs 39 Individual & Family Life 10 Community Involvement & Civic Info 24 Education 18 Employment & Training 10 Mental & Chemical Health 7 Senior Services 18 Services for Disabled 5 Phone No. Requests 0 Health Care 12 Legal & Advocacy 12 Info About ECRC 0 Culturally Specific Services 2 Crisis Intervention 5 Miscellaneous 15 Coordination of Services 4 Resources Offered this Month: 181 Effort Tracking June 1998 21 hours Incoming Research 26 hours Follow -up 26 hours Service Hours In June: Hours Open 135 Aver Hours Per Client 1.2 Clients January. 1997 1 February 15 March 29 April 46 May 45 June 64 July 83 August 49 September 78 October 84 November 63 December 62 January 1998 110 February 196 March 145 April 161 May 95 June 112 Total 1438 PROFILE OF CLIENTS SERVED FamiLink Edina Jan 1, 1997 - June 30, 1998 Profile of Clients # A General Public 1077 74.9% School Personnel 66 4.6% Soc Service Providers 47 3.3% Client of Another Agency 24 1.7% Other CRC Staff 11 0.8% Government / City 12 0.8% Police/Fire 5 0.3% Health Care Workers 11 0.8% Unknown 4 0.3% Faith Community 8 0.6% Student 3 0.2% Civic Group 2 0.1% Business /Employer 2 0.1% MFIP 5 0.3% 7/28/98 Clients Served by Fam!Link Edina to Date zoo 180 160 m 140 m 120 100 AM C 80 v 40 20 0 M 2. .0 in ego c� m ' `m 2 M o m A CL > a) o cn z Month 7/28/98 How Clients Found Out About Farnil-ink Edina and Resources Requested How Clients Find Out About FamiLink: # % Edina phone book ad/411 449 35% Unknown /no response 175 13% Another agency (1) 130 10% Word of mouth 113 9% Famil-ink staff 70 5% Brochures 95 7% Referred by schools 64 5% Referred by fire/police/city 74 6% "About Town" / community publication (2) 21 2% Newspaper article 28 2% Someone in building 22 2% Rollover calls from other CRCs 12 1 % Utility bill 6 0% Clergy 18 1% Calling another agency 5 0% School Publications (3) 11 1% Special Mailings 0 0% Business / Employer 0 0% Library 1 0% Employment Service Provider (MFIP clients) 0 0% First Call For Help 1 0% Used FamiLink services before 2 0% Total : 1,297 (1) Another Agency: i.e human service agency, library, Hennepin County (2) community publication: i.e. athletic association brochure, etc. (3) School Publication: Web page, school newsletters, Front Page/Back Page, etc. 7/28/98 (January - December 1997) Basic Living & Financial Needs 401 Info About ECRC 116 Education, Training & Employment 216 Services for Disabled & Elderly 124 Services for Disabled (since 9/97 only) 43 Senior Services (since 9/97 only) 98 Other, Miscellaneous (2) 105 Phone Number Requests (starting Feb 98) 63 Mental & Chemical Health 129 Individual & Family Life 172 Health Care 88 Legal & Advocacy 93 Community Involvement 148 Crisis Intervention 34 Culturally Specific 25 Coordination of Services 10 Tax Help 102 Total: 1,967 (1) See "Resources Requested / Offered Categories" for definition of categories. (2) Other, Miscellaneous: prior to Feb 98, majority were requests for phone numbers, since Feb 98, majority are odd -ball requests. Resources Requested / Offered Categories Include the Following: Basic Living & Financial Needs: • Food Clothing Material goods (e.g. furniture, clothing, etc.) Energy assistance Housing (family, senior, & subsidized) Transportation Financial services (e.g. emer. economic assist.) Child care (subsidized and market rate) Crisis Intervention ' Child protective services Adult protective services Family violence Suicide Violent Assault Other crime (e.g. property) Flood information Individual & Family Life ' Parenting Marriage & Divorce Runaway youth Children /youth education Special education Mentors Recreation Spiritual enrichment Health Care • Low cost clinics Health insurance Prenatal care Pregnancy Home health care Mental & Chemical Health • Mental health services Support groups Counseling Chemical health treatment Info About the CRC & Other Agencies Tax Help (separate category Jan - Apr only) Phone Number Requests Education, Training & Employment: ' Career services Employment Small business assistance Post - secondary education & vocation Financial assistance for education Community education Drivers education & information Legal & Advocacy: ' Legal aid Mediation Advocacy Legal education Tenant/landlord issues Culturally Specific Citizenship Interpreter /translator English as a second language (ESL) Racism/discrimination Refugeermmigration Community Involvement: ' Volunteering & Donations Occupational/professional associations Charitable contributions Community information/newcomers Recycling Services for Disabled & Elderly': ' Braille instruction/resources In -home assistance Yard / home work Visiting nurse Hearing impaired services Adult day care Other, Miscellaneous: • Temporary categories One -time only, "odd ball" requests Coordination of Services • Family support team Communication across agencies ' Note breakdown of services to elderly & senior starting in September 1997. 7/28/98 A I i f , c� r CITY OF EDINA 4801 WEST 50TH STREET EDINA, MN 55424 MEMORANDUM TO: Mayor Smith & Council Members FROM: Ardis Wexler, Chair, Human Relations Commission RE: PROPOSED 1999 HUMAN SERVICES BUDGET DATE: August 7, 1998 Attached is the history of the City's funding of human services over the past 11 years and a summary of the providers' proposals for 1999. The Human Relations Commission's proposal for 1999 is as follows: 1 PROFESSIONAL SERVICES 1. Storefront /Youth Action 35,000.00 2. Cornerstone 15,000.00 3. Senior Community Services 13,800.00 4. VEAP 7,400.00 5. Women in Transition 1,900.00 6. The Bridge 1,900.00 7. Share -A -Home 1,700.00 8. West Suburban Mediation 900.00 9. Side by Side 900.00 10. Family & Children's Service 500.00 LINE ITEMS (no change over 1998 funding) 1. Continuing Education 250.00 (seminars & dinner meetings) 2. Dues and Subscriptions 200.00 3. Chemical Health 500.00 (materials & activities of Chemical Health Advisory Committee) 4. Education Program 800.00 TOTAL PROPOSED (3% over 78,450 in 1998) 79,000.00 1,750.00 80,750.00 RESOURCE CENTER PROPOSAL 29,355.00 (3% over 28,500 in 1998) SHeRPA'S PROPOSAL 20,600.00 (3% over 20,000 in 1998) Name 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 Proposed SFYA 36,500 37,500 38,500 36,900 36,900 36,300 34,800 35,150 36,000 37,150 34,850 35,000 Senior 3,500 4,000 5,000 5,400 5,400 6,700 6,850 9,400 10,200 12,650 12,800 13,800 Community Services Cornerstone 2,000 2,000 2,700 4,000 4,000 4,000 4,250 4,450 4,700 4,950 15,000 15,000 VEAP 1,500 1,500 1,800 2,400 2,400 3,950 4,200 4,750 5,400 6,150 6,400 7,400 West 500 500 800 900 900 1,150 1,850 2,150 2,100 750 800 900 Suburban Mediation Share -A- 1,525 1,900 1,900 2,350 2,350 2,100 1,700 1,000 1,800 1,700 Home Women in 1,600 1,700 1,800 850 1,500 1,900 Transition The Bridge 1,850 1,900 Family & 900 500 Children's Service Side By 800 900 Side Senior Link. 750 476 550 950 Line Family 3,790 -0- 3,600 Center United 1,500 2,000 2,000 2,000 2,000 2,550 Battered Families Youth 0 Frontiers The 0 Wayside House 79,000 TOTALS 45,500 47,500 52,325 53,500 57,290 57,000 60,250 1 60,176 1 62,450 1 64,450 76,700 (3% increase) Storefront/Youth Action • Requesting $38,192 • Commission is proposing $35,000. SFYA provides prevention, intervention and treatment programs for youth and their families. Specifically, the Youth Counseling Program assigns youth to counselors who meet with them and their parents through solution- oriented family counseling delivered in a flexible manner either at the school, in the home or at the office. Problem identification and treatment planning will drive the delivery of services. In 1997, the Youth Counseling Program served 1069 Edina residents. Senior Community Services • Requesting $15,600 • Commission is proposing $13,800. Senior Community Services identifies, develops, coordinates and provides services that help meet the needs of people 55 and older. The Senior Outreach Program assists vulnerable adults to remain independent in the community and assists them and their families in securing and monitoring needed services. Edina clients (406 in 1997) represent 11 % of all Senior Outreach clients throughout suburban Hennepin County. VEAP • Requesting $10,000 • Commission is proposing $7,400. VEAP helps individuals in Edina, Bloomington and Richfield who cannot financially, physically or emotionally provide for their own well -being in the following areas: back - to- school supplies, emergency financial assistance, food shelves, vouchers, furniture, holiday meals and transportation. VEAP serves residents who are low- income, disabled or elderly, with a focus on the ongoing effects of poverty, the problems of hunger and isolation. In 1997, there was a total of 2,247 units of service to Edina residents. Cornerstone (advocacy and intervention) • Requesting $5,000 for advocacy and $10,000 for intervention • Commission is proposing $5,000 for advocacy and $10,000 for intervention. Cornerstone provides advocacy for. victims of domestic abuse. Victims and their children are helped to overcome the barriers they encounter in their struggle to live violence -free lives. Through short-term safe housing, Cornerstone provides shelters and meals for two to three days for persons in imminent danger of domestic assault. Their 24 -hour Help Line provides immediate access to emergency services. In 1997, Cornerstone served 80 Edina residents with 999 hours of direct service. The Intervention Program works within the Criminal Court arena to make sure that people who assault their partners are held accountable by entering a guilty plea to the domestic assault. The Program supports the victim throughout the entire process to help her/him with safety issues, "hear" what type of treatment program would work best in each specific case, and work towards a "satisfactory" disposition to each case. When the abuser is involved in a treatment program or serving a sentence in the workhouse, the victim is encouraged to come into Cornerstone and attend a support group and access services for the children in the home. In the first quarter of 1998, the Intervention Program served 26 Edina clients. Cornerstone's Criminal Justice System utilizes a 24- hour crisis line and is available 24 hours a day, 365 days a year for police referrals and victim support services. The, Bridge • Requesting $2,000 • Commission is proposing $1,900. The mission of The Bridge for Runaway youth is to provide youth with safe shelter, assist in the resolution of family conflicts, and reunite families whenever_ possible. Through comprehensive prevention and early intervention services, including street outreach, 24- hour telephone and walk -in counseling, emergency therapeutic shelter, family counseling, outreach and aftercare,, The Bridge's program helps to prevent youth homelessness, ! reduce family violence and strengthen family relationships. In 1997, The Bridge provided emergency therapeutic shelter stays for 64 Edina youth. Share -A -Home • Requesting $3,500 • Commission is proposing $1,700. Share -A -Home allows older adults and persons with disabilities to continue independent living in their own homes and to avoid premature or unnecessary nursing home placement by matching them with live -in companions who provide services in exchange for less expensive housing. The staff person interviews and screens potential live -ins and obtains references and a police report. Once a match is made, there is consistent monitoring and mediation provided if needed. In 1997, four new matches were made with Edina residents and two ongoing homesharing matches were maintained. Women in Transition • Requesting $2,364 • Commission is proposing $1,900. The Women in Transition Program provides specialized career development and employment services to low- income women in crisis, enabling them to secure stable employment to support themselves and their families. Their services are provided on a sliding fee based on the participant's current income and ability to 'pay. Through this program, women establish realistic goals based on skills, aptitudes and interests. In 1997, Women in Transition served eight women who were Edina residents. Family & Children's Service • Requesting $10,000 • Commission is proposing $500. Family & Children's Service assists families and individuals to develop the capacity and opportunity to lead self - sufficient and socially - meaningful lives and prevents or restructures the disorganization of those families where personal or social handicaps threaten positive family functioning. Mental health issues are addressed, such as depression, anxiety, post - traumatic stress disorders and adjustment disorders. Additional effort is given to preventing future problems by intervening with at -risk families and individuals. In 1997, 83 Edina residents were served. West Suburban Mediation Center • Requesting $1,500 • Commission is proposing $900. West Suburban Mediation Center utilizes trained volunteer mediators to resolve conflicts or disputes and offers four types of service— mediation, conciliation, information and referral, and public education. Mediation is also used for juvenile offenses such as vandalism, shoplifting, intra - family disputes, theft and minor assault. The Center is certified by the MN Supreme Court and is the only community mediation program serving Edina. In 1997, there were 18 new cases which represented 42 hours of service. Side by Side • Requesting $1,500 • Commission is proposing $900. Side by Side provides counseling options to: individuals to provide an opportunity for them to explore issues and alternatives related to their personal functioning and growth; groups to sensitize those to themselves and to those with whom they interact, thus creating a caring community in which specific topics can be explored; and families to increase problem solving skills and to develop more effective communication so that feelings and needs might be dealt with in a more constructive manner for each family member. In 1997, Side by Side provided counseling services to 25 Edina residents. The Wayside House • Requesting $1,000 • Commission is proposing $0. The mission of Wayside House is to provide treatment, housing and social services designed to help high risk, chemically - dependent women establish a healthy lifestyle, achieve personal potential and become productive citizens. To that end, it offers a wide range of services that support their decision to begin and maintain a lifestyle of sobriety, emotional and physical health, and responsible behavior. Youth Frontiers • Requesting $3,000 • Commission is proposing $0. Through a unique retreat format, Youth Frontiers educates and supports young people in the development of their character, values and relationships. The retreats are full -day experiences which include non - competitive mixers, music, group- building activities, OF dances, skits, large group presentations, and small group discussions. In the 1997/98 school year, the total number of Edina youth participating in Youth Frontiers' programs was more than 1000, which represents students from Highlands and Concord Elementary Schools, Valley View and South View Middle Schools, and Edina High School. n 7 71 • Requesting $20,600 • Commission is proposing $20,600. SHeRPA is a four -city agency formed through a joint powers agreement on regional human service planning issues. Its mission is to provide research, planning and coordination of services to Edina, Eden Prairie, Bloomington and Richfield. SHeRPA served as the lead coordinating agency for the South Hennepin Family Services Collaborative which developed a Family Support Network (FamiLink) in order to coordinate resources and service delivery at the family and individual level with a focus on systems change and outcomes for families and children. Edina Community Resource Center (FamiLink) • Requesting $29,355 • Commission is proposing $29,355. The Center provides a critical link to human services for families in individuals in Edina; assists health, human service and education professionals to access services for their clients and students; helps families and individuals focus on prevention and early intervention in addressing issues before they come crises; and identifies gaps in services and affects systemic changes. Memo To: Mayor Smith & Council Members From: T. Paulfranz, Fire Chief CC: K. Rosland, City Manager Date: August 11, 1998 Re: Report to Council - Emergency Call Activity 1997 Budget Report 1999 Examination of Fire Department call volume for 1997 suggests departure from our previously held expectations; specifically in the following three areas. Fire Call Activity; All indications are that calls for 1996 at (1054) and 1997 at (1133) are atypical. Both years witnessed high summer call volume resulting from storms, power outages, down wires and service requests. Such activity would explain the 25% increase in fire call activity. I do not anticipate a change in long term trend in fire calls. Emergency Medical Calls - Decline; The drop in EMS call volume for 1997 at (2755) is a departure from expectations, but definitely not a change in trend. My forecast for 1997 would have been 2925- 2950 calls. I believe the decline can best be explained in the unusual warm weather we enjoyed this past December. Typically we see high call activity at the end of the year. The EMS call volume for 1997 was up 3% through November, however the warm December reduced monthly calls by more than 25 %, and resulted in the year down by more than 7 %. 1 do not expect this to be repeated in 1999. Emergency Medical Calls - Rate of Increase; I believe we can expect a moderating in the rate of increase in EMS activity. I see a number of explanations for this trend; including Health care policy, 911 screening, Urgent Care centers and Nursing Home call procedures to suggest a few. But most important we are seeing a healthier, better cared for senior population. Even with our aging population, we should expect the rate of increase to fall and remain inside of 3% by the end of the decade. • Page 1 3000 2500 2000 0 " 1500 0 1000 500 8/11/98 Fire & EMS Calls 1987 -1997 ------ - - - - -- -- ----------------------------------------- ,915 51 ,562 ---------------- - - - - -- 2-9415.91 - ------ - - - - -- - - - - -- ,236 -------------------------------------------------- - - - - -- 2,755 f EMS 1,133 0' ! 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 Year Pagel Orientation Meeting Agenda Monday April 6,1998 6:00 p.m. - City Managers Conference room 1. Introductions 2. Review • Statutes • Taxpayer Response and Staff Actions • Rules and Procedures 3. Case Presentation Procedures • Application - Residential and Commercial • Applicants Supporting Documentation • Assessors Response • Assessor Commentary • Assessor Supporting Documentation • Case Worksheet 4. Board Book • Statistics • Tax Charts • Upcoming Work and Review Areas 5. Board Meeting Schedule • Start - April 13, 1998 - 5:00 p.m. • Complete - April 20, 1998 - 5:00 p.m. • To City Council - April 20, 1998 • Set Time for April 20te meeting. 6. Questions • Comments • Future Improvements OFFICE OF THE HENNEPIN COUNTY ASSESSOR rre n :: 4nn4 2/23/98 1998 CITY BOARD OF REVIEW DATES ASSESSOR'S PHONE # MEETING LOCATION LOCAL BOARD LOCATION MUNICIPALITY DAY DATE TIME BLOOMINGTON Wed 1 -Apr 7:00 948 -8722 COUNCIL CHAMBER 2215 OLD SHAKOPEE RD LORETTO Wed 1 -Apr 7:00 348 -3046 CITY HALL 259 MEDINA RD SAINT BONIFACIUS Wed 1 -Apr 6:30 348 -3046 CITY HALL 8535 KENNEDY MEMORIAL SHOREWOOD Wed 1 -Apr 7:00 473 -1844 COUNCIL CHAMBER 5755 COUNTRY CLUB RD GREENFIELD Thurs 2 -Apr 7:00 473 -3978 CITY HALL 6390 TOWN HALL DR DEEPHAVEN Mon 6 -Apr 6:30 474 -4755 COUNCIL CHAMBER 20225 COTTAGEWOOD RD EXCELSIOR Mon 6 -Apr 6:00 473 -1844 COUNCIL CHAMBER 339 3RD ST MEDICINE LAKE Mon 6 -Apr 7:00 348 -3046 CITY HALL 10609 SOUTH SHORE DR SAINT LOUIS PARK Mon 6 -Apr 7:15 924 -2535 CITY HALL 5005 MINNETONKA BLVD GREENWOOD Tues 7 -Apr 7:30 474 -4755 OLD LOG THEATER 20225 COTTAGEWOOD RD MINNETONKA BEACH Tues 7 -Apr 7:00 473 -1844 CITY HALL 2945 WESTWOOD RD MINNETRISTA Tues 7 -Apr 6:30 348 -3046 CITY HALL 7707 CO RD 110 W SAINT ANTHONY Tues 7 -Apr 6:30 348 -3046 COMMUNITY CENTER 3301 SILVER LAKE RD TONKA BAY Tues 7 -Apr 6:30 348 -3046 CITY HALL 4901 MANITOU RD LONG LAKE Wed 8 -Apr 7:30 473 -6961 CITY HALL 1964 PARK AVE MEDINA Wed 8 -Apr 7:00 473 -1844 CITY HALL 2052 CO RD NO 24 MINNETONKA Wed 8 -Apr 6:30 939 -8200 CITY HALL 14600 MINNETONKA BLVD NEW HOPE Wed 8 -Apr 7:00 348 -3046 CITY HALL 4401 XYLON AVE N PLYMOUTH Wed 8 -Apr 7:00 509 -5350 CITY CENTER 3400 PLYMOUTH BLVD HANOVER Thurs 9 -Apr 6:30 263 -6262 CITY HALL 11250 5TH ST NE BROOKLYN PARK Mon 13 -Apr 6:30 493 -8175 CITY HALL 5200 85TH AVE N EDINA Mon 13 -Apr 5:00 826 -0365 CITY HALL 4801 50TH ST. W OSSEO Mon. 13 -Apr 7:00 348 -3046 CITY HALL 415 CENTRAL AVE. SPRING PARK Mon. 13 -Apr 7:30 348 -3046 CITY HALL 4349 WARREN AVE. WOODLAND Mon. 13 -Apr 7:00 474 -4755 DEEPHVN. CON. CHAM. 20225 COTTAGEWOOD RD MAPLE PLAIN Tues. 14 -Apr 7:30 473 -1844 CITY HALL 1620 MAPLE AVE. ROCKFORD Tues 14 -Apr 7:00 972 -3058 CITY HALL 6031 MAIN ST CHAMPLIN Wed 15 -Apr 7:00 421 -8100 MUNICIPAL CENTER 11955 CHAMPLIN DR HASSAN Wed 15 -Apr 7:30 473 -3978 TOWN HALL 25000 HASSAN PKWY HOPKINS Wed 15 -Apr 7:00 935 -8474 CITY HALL 1010 1ST ST S GOLDEN VALLEY Thurs 16 -Apr 7:00 593 -8020 COUNCIL CHAMBER 7800 GOLDEN VALLEY RD MOUND Mon 20 -Apr 4 -8:00 348 -3046 CITY HALL 5341 MAYWOOD RD DAYTON Tues 21 -Apr 7:00 421 -8100 CITY HALL 12260 DIAMOND LAKE RD ORONO Wed 22 -Apr. 7:00 473 -1844 COUNCIL CHAMBER 2750 KELLEY PKWY CORCORAN Thurs 23 -Apr 7:00 473 -3978 CITY HALL 8200 CO RD 116 EDEN PRAIRIE Thurs 23 -Apr 7:00 949 -8511 CITY CENTER 8080 MITCHELL RD ROBBINSDALE Thurs 23 -Apr 7:00 537 -4534 CITY HALL 4100 LAKEVIEW AVE N CHANHASSEN Mon 27 -Apr 7:00 348 -3046 CITY HALL 690 COULTER DR ROGERS Tues 28 -Apr 6:30 430 -0360 CITY HALL 12913 MAIN ST MAPLE GROVE Wed 29 -Apr 7:00 494 -6240 CITY HALL 9401 FERNBROOK LA N BROOKLYN CENTER Mon 4 -May 7:00 593 -8020 CITY HALL 6301 SHINGLE CREEK PKWY RICHFIELD Mon 4 -May 7:00 861 -9710 CITY HALL 6700 PORTLAND AVE S CRYSTAL Tues 5 -May 7:00 531 -1117 COUNCIL CHAMBER 4141 DOUGLAS DR N INDEPENDENCE Tues 5 -May 7:00 348 -3046 CITY HALL 1790 CO RD 90 WAYZATA Tues 5 -May 7:00 404 -5373 COUNCIL CHAMBER 600 RICE ST Interoffice Memo Dais: 02/19/98 To: Assessing Staff From: Rick Petersburg, SAMA RE: 1998 Board of Review Procedures Following is a brief outline of the procedures which will be followed for the 1998 Board of Review. 1. Initial Contact (All Staff Members) • Phone /Counter • Identify owner, property and concern • Attempt to explain and diffuse concern • Record on contact sheets 2. Phase II • Set up review appointment and inspect property • Complete review appraisal (Sales Comp Grid) • Review findings with owner / diffuse if possible • Review findings & review appraisal with Supervisor • Formalize review appraisal 3. Phase III • If unsuccessfully resolved give owner Board Application (applications will be up front with the log out and log in clip boards) and explain the application to the owner. Applications to be given out by appraisers only. 02/19/98 1 Interoffice Memo • Also explain to the owner that if a resolution is forthcoming and the Board Application has been returned a formal letter of withdrawal will be required. • Log out application • Log application in when it is returned - this order will determine their appearance order and the Case # that we will use when completing our Sales Grid and Commentaries. • Prepare Board Commentary and complete report 4. Misc. • Any one contacting us after the 61' will be reviewed as we have time - if there is not enough time to formally address the concern we will do a cursory review to present to the Board, indicate that we have not had enough time to complete a thorough review and recommend that they sustain our value and allow the owner to proceed to the county level. • All letters will be read into the minutes at the end of the meeting and presented along with our review - we will ask that the Board sustain our review value and allow the owner to proceed to the county level. 02/19/98 MEN INEENEENE ENEENIE I. mmmm�mm City of Edina 1997 vs 1998 Valuation Changes Edina Residential Properties Percentage of Change Number of Parcels Percentage of Residential Parcels -20% and Down 7 0.0546% -10% to -19% 11 0.0859% -5% to -9% 6 0.0468% -1 % to -4% 7 0.0546% No Change 845 6.5969% +11% to +5% 9804 76.5399% +6% to +10% 2089 16.3088% +11% to +19% 30 0.2342% +20% and Up 10 0.0781% Total 12809 100.0000% Parcels where change is 5% or less - 10680 83.38% Parcels with declining values - 31 0.24% Parcels with increasing values - 11933 93.16% City of Edina BOARD OF REVIEW RULES AND PROCEDURES I. GENERAL The following rules and procedures shall govern the Board of Review in the exercise of the authority and responsibilities granted to it pursuant to Chapter 274 of the Minnesota Statutes. II. MEETINGS (a) The Board shall conduct annual meetings and hearings in accordance with Minnesota Statutes, Section 274.01, subd. 1, and make preliminary determinations of property classification and assessment matters. The Board meetings shall be conducted in the City Council Chamber of the City Hall. The City Clerk shall give published and posted notice of the meetings at least ten (10) days in advance thereof. (b) All meetings of the Board shall be considered open meetings and shall be conducted in accordance with the provisions of the Minnesota Open Meeting Law (Minnesota Statutes, Section 471.705). (c) The Mayor of the City Council shall act as the Chairperson and shall preside at all Board meetings, and shall have duties and responsibilities specifically prescribed by any applicable laws and regulations. (d) Board meetings shall be conducted in accordance with Robert's Rules of Order. (e) Three (3) members of the Board must be present for a quorum to exist in order to conduct Board reviews. Formal action may be taken by a majority of those members present at a meeting. (f) Board meetings, shall be attended by the City Assessor, and/or a designated City staff member, and a recording secretary. The Board may also request the advice of the City Attorney on legal issues which arise. (g) Upon receipt of the completed applications of property owners or taxpayers, the City Assessor shall schedule hearings thereon. Board meetings shall be held until all petitions have been heard. Each appellant will be allowed a maximum of ten (10) minutes to present any data or information relevant to the market value or classification of the subject property. The Assessor, or a designee assigned by the Assessor, will be allowed a maximum of five (5) minutes rebuttal to present any relevant information to support the estimated market value or classification assigned by the Assessor. (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. III. CONFLICTS: EX PARTE COMMUNICATIONS. (a) When not in session, the Board shall not accept or consider any ex parte communications concerning parcels being reviewed, except as requested by the Board, at a regular Board meeting, in order to render an equitable decision. (b) No Board member shall participate or vote in any deliberation relating to property in which he or she has a conflict of interest. A conflict of interest exists where a member: 1. has a material, financial interest in the property, or is affected by the issues or proposals greater than other members of his/her business classification, profession, or occupation; or 2. is a director, trustee, officer, employee, or agent of any business or institution directly involved with the property; or 3. is related by blood or marriage to an individual having any ownership interest or other pecuniary interest in the subject property. Prior to the commencement of any discussion or deliberation a member who has a conflict of interest shall disclose orally that he /she has a conflict of interest to the Board chairperson, and excuse himself/herself from any further discussion or deliberation on that case. Case # City of Edina Board of Review Assessor's Commentary Property I.D. Number: Date: Property Address: Owner /Agent Name: Comments: City of Edina Assessor's Office 4801 West 50th Street Edina, MN. 55424 -1394 Phone: (612) 826 -0365 Fax: (612) 826 -0390 [TDD (Deaf Only): (612) 826 -0379] Board of Review Residential Application Application Date: Attach any supporting sypporting documentation Owner Name: Owner Address: Home Phone Number: Business Phone Number: Property Address: Assessor's estimated market value for January 2, 1998: Land: Buildings: Total: I believe the estimated market value on January 2, 1998 should be: Land: Buildings: Total: Purchase Date: Total purchase price (land & bldgs.): Year Built: House: Garage: Additions (Explain): Condition of Structures (Explain): Description & value of additions and improvements since your purchase of this property: P' ....... ... ..: of s t r...e. sw�a..A pral sa[ s. ....::::fPlsase:a�tach:a:�cop :Qf:any:recer�t:ap .rafsa�s .: � ::::: ::::::::::::::::::::::::::::: :::::::: Appraisal Date: Indicated Value: .. :Ex : latn:the::ceasorr ;ion:. our:o . 'ection::taahe:assessor's:esti rtate>if:market:vatu� :.........:::::: .:::::::::::::::::::::: I DO HEREBY AFFIRM THAT THE ABOVE INFORMATION IS COMPLETE AND TRUE TO THE BEST OF MY KNOWLEDGE AND BELIEF. Signature of applicant: RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE BY MONDAY, APRIL 6, 1998. PLEASE ATTACH ANY DOCUMENTATION YOU FEEL WILL SUPPORT YOUR CASE. YOU WILL BE CONTACTED TO HAVE YOUR PROPERTY REVIEWED PRIOR TO THE SCHEDULED BOARD OF REVIEW MEETING. City of Edina 4801 West 50th Street Edina, MN. 55424 -1394 Phone: (612) 826 -0365 Fax: (612) 826 -0390 [TDD (Deaf Only) (612) 826 -0379] Board of Review Application For Property Other Than Residential Application Date: Assessor's Office Attach anv sunvortina documentation Owner /Agent Name: Owner /Agent Address: Home Phone Number: Business Phone Number: Property Address: Assessor's estimated market value for January 2, 1998: Land: Buildings: Total: I believe the estimated market value on January 2, 1998 should be: Land: Buildings: Total: Purchase date: Total purchase price (land & bldgs.): What did purchase include ?: I Terms of sale: Existing mortgage amount: Condition (Explain): Description & value of additions and improvements since your purchase of this property: Professional Appraisals (Please attach copies): Date: Indicated Value: Appraiser name and emplover: xp. in.:..e: reasons:.or. your:o . to qn to e:assessor.s:es innate rrfar. efi:vatue: APPLICATION CONTINUED ON BACK. PLEASE COMPLETE THE REVERSE SIDE OF THIS FORM. RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE BY MONDAY, APRIL 6, 1998. )plication for property other than residential, continued - �.pe of property:: Pease. check. ►artment ! Office Warehouse Motel /Hotel i i Commercial Industrial [Other (describe): If an .a artrnent; com .leteahis: section. No. of Eff. units Rent/unit: No. of 1 -Bdrm units Rent/unit: No. of 2 -Bdrm units Rent/unit: No. of 3 -Bdrm units Rent/unit: I I No. of 4 -Bdrm units i Rent/unit: Pool /Party room: Other: Fire:;insuFance cAVerage: Amount: Carrier: Is any part of the real property NOT owned by you? j If yes, please explain: i Name of lessee: Address of lessee: When did the lease start?: j Amount of the lease: Terms of the lease: Indicate any leasehold improvements: If :the propertv iS:rerttedd:o.lease:con pletd :this sectibn::(Attach .oReratinq:statementst Annual gross potential rent: 1 Annual unreimbursed expenses: Explain if the tenant pays any taxes (full or partial), insurance, maintenance, etc: In support of income information, please enclose a copy of income statements from all sources, operating expense statements and /or a copy of any leases. Indicate if a lease has been recorded. I AM THE OWNER/AGENT OF THE REAL PROPERTY DESCRIBED ON THE REVERSE SIDE OF THIS FORM, AND MY OPINION OF VALUE AS STATED ON THE REVERSE SIDE OF THIS FORM IS ACTUAL VALUE IN MONEY AS OF THE ASSESSMENT DATE OF JANUARY 2, 1998. 1 DO HEREBY AFFIRM THAT THE ABOVE INFORMATION IS COMPLETE AND TRUE TO THE BEST OF MY KNOWLEDGE AND BELIEF. Signature of applicant: RETURN THIS APPLICATION TO THE EDINA ASSESSOR'S OFFICE BY MONDAY, APRIL 6, 1998. YOU MAY BE CONTACTED TO HAVE YOUR PROPERTY REVIEWED PRIOR TO THE SCHEDULED BOARD OF REVIEW MEETING. 02/10 Citv of Edina Board of Review The Board of Review will address objections to the property class and/or the market value as of January 2 °d of this year. The Board does not determine TAXES and may not entertain such objections. The Board's powers are limited to correcting the property class and/or the market value as of January 2 "d in the year in which the Board meets, and the Board has no jurisdiction to correct assessments made in previous years. The owner /agent is responsible for presenting evidence to the Board as to why the property class or market value determined by the assessor is not correct. (Refer to your value notice for the meeting date and time.) PLEASE SPEAK CLEARLY, the meeting is recorded. The Board has the authority to decrease, sustain, or increase the market value. The owner will be notified of the Board's decision concerning the appeal by letter. Subsequent appeal procedures include the County Board of Equalization and the Minnesota Tax Court. Refer to your valuation notice for additional information regarding these appeal methods. City of Edina Board of Review The Board of Review will address objections to the property class and/or the market value as of January 2 "d of this year. The Board does not determine TAXES and may not entertain such objections. The Board's powers are limited to correcting the property class and/or the market value as of January 2 °d in the year in which the Board meets, and the Board has no jurisdiction to correct assessments made in previous years. The owner /agent is responsible for presenting evidence to the Board as to why the property class or market value determined by the assessor is not correct. (Refer to your value notice for the meeting date and time.) PLEASE SPEAK CLEARLY, the meeting is recorded. The Board has the authority to decrease, sustain, or increase the market value. The owner will be notified of the Board's decision concerning the appeal by letter. Subsequent appeal procedures include the County Board of Equalization and the Minnesota Tax Court. Refer to your valuation notice for additional information regarding these appeal methods. loais.rlw - Reelection 1 PROPERTY DATA SYSTEM :TAXPAYER. INQUIRY :PROPERTY ID S9! f .O: Pt.Con HOUSEAi FRACTION STREET NAME UNIT ZIP -4 Front: 73SD << i/T CORK AVE.... 204:55435 RightS : Oranerl: PHILLIPS GARY L Onner3: Owner2: Oauier4: Zoning: Pl. in /sec: Yr.blt: 0000 Area: Sch.Ost: 280 Wshd: 01 " Gr /Os /Ex: Subrecs: 01 Width: CURB 319 NEXT:: Mt.Adr: Back: Left: Acres: Depth- REMARKS �y ?i hiii y ti };iti� � yyyyy..�� .,iyyiy��iirryJy����}, •� ::::v,w::::.v :v.,,, .v:•na,w::. :.: >.�'wiiiLi v.'::i::�:i::�: :iix : :......:...:v.$ ?• ............ v. :;........ 6•. : >.:xxvvvv.x.::.v::•. i:Ji: ^:i >. {:;'r'r {i}i •::::: :v..: v: �v::: v : ...... ...........vvvii:•i$: ^.. ............ :.vwnvvv::•.x::v.v: :.. .v •.: ::vv.v...........: Mkt-Land Mkt -Bldg Mkt -Mach Mkt —Tot Tx Capacity Hd PT %Daub 1998: GU00 41900 47900 H X 100 1997: 6000 40600 46600 H X 100 1996: 6000 360110 42000 H X 100 Leyal Description: = == NO LOT AND BLOCK GIVEN = == APARTMENT OWNERSHIP NO. 0107 EDINA PLACE ON YORK CONDO BLDG 5 APT 204 TOGETHER WITH AN UND .63000 INT IN THE COMMON AREAS amn FA M TTTFS REMARKS �y ?i hiii y ti };iti� � yyyyy..�� .,iyyiy��iirryJy����}, •� ::::v,w::::.v :v.,,, .v:•na,w::. :.: >.�'wiiiLi v.'::i::�:i::�: :iix : :......:...:v.$ ?• ............ v. :;........ 6•. : >.:xxvvvv.x.::.v::•. i:Ji: ^:i >. {:;'r'r {i}i •::::: :v..: v: �v::: v : ...... ...........vvvii:•i$: ^.. ............ :.vwnvvv::•.x::v.v: :.. .v •.: ::vv.v...........: City of Edina Board of Review Address PID # Case # Sales Comparison Adjustment Grid Subject Comparable #1 Comparable #2 Comparable #3 Address PID # Sale Date Sale Price Time Adjustment Adj. Sale Price $ $ - $ - $ Price / Sq Ft #DIV /0! #DIV /0! #DIV /0! #DIV /01 Style 1 st Floor Area 2nd Floor Area Total Sq Ft - - - - Quality Year Built Condition # of Bedrooms # of Baths Basement Area Finished Bsmt Walkout Fireplaces Heat / Cooling Garage Size Deck Porches Lot Size Location Other Other Other Other Restrictions Net Adjustment ij. Sale Price iale Price [/J $ - $ - $ - $ I $ - $ - #DIV /0! I #DIV /01 #DIV /0! Assessing Dept. Page 1 4/6/98 W&W, I Lau CASE WORKSHEET - April 13, 1998 Page 1 of 5 Preliminary Case #11 Parcel Description O inion Comments 1 Sustain Gary Phillips 7350 York Ave S Increase Unit 204 32 -028 -24 -24 -0361 Decrease 2 Sustain Dennis Walsh 5012 Schaefer Rd Increase 30- 117 -21-42 -0031 Decrease 3 Sustain Irving & Charlotte Nudell 4015 Lynn Ave Increase 07 -027 -24 -13 -0040 Decrease 4 Sustain Increase Decrease 5 Sustain Increase Decrease 6 Sustain Increase Decrease 7 Sustain Increase Decrease 8 Sustain Increase Decrease Page 1 of 5 j l Mill 1998 BOARD OF REVIEW Glenn Smith - Mayor Mike Kelly - Council Member Dennis Maetzold - Council Member Nan Faust - Council Member Jim Hovland - Council Member This unpublished work is protected by copyright and other laws. In the event of publication, the following notice shall apply: © Copyright 1998 City of Edina TABLE OF CONTENTS, 1998 BOARD OF REVIEW Index Section 1 - Letter of Transmittal Letter of Transmittal Section 2 - Ten Year Tax /Value History Ten Year History of Value and Homestead Taxes Section 3 - Renort on the Residential Assessment Residential Statistical Summary Residential Assessment District Legend & Map Real Estate Sales Articles Section 4 Report on the CommerciaUlndustriai As Report on the Assessment Commercial Assessment District Map Real Estate Sales Articles Section 5 - Hennepin County Ratios Hennepin'County Ratios - Residential Section 6 Average Value Adjustments Market Value Adjustments Residential Value Adjustments Townhouse Value Adjustments Condominium Value Adjustments Commercial Value Adjustments Industrial Value Adjustments Apartment Value Adjustments Section 7 - Review Areas Residential and Commercial Review Areas for 1998 / 1999 1998 / 1999 Residential Review Area Map Richard R. Petersburg Page Number 1 -2 2 3 -17 4 -6 7 -8 9 -17 18 -29 19 -24 25 26 -29 30 -31 31 32 -33 33 34 -36 35 36 Section 8 Ex lanation of Homestead >lin aluation Notices 37 -40 Homestead/Valuation Notice Mailing 38-39 Sample Valuation Notice 40 Section 9 Definitions 41-42 Definitions 42 Addendum Section 10 - Tax Charts 43 -55 Residential Property Tax Estimates 45 Residential Tax Comparison: Homestead 46 Nonhomestead Residential Property Tax Estimates 47 Residential Tax Comparison: Nonhomestead 48 Sample Tax Calculation 49 -50 Commercial/Industrial Tax Estimates • 51 Commercial/Industrial Tax Comparison 52 Sample Tax Calculation 53-54 Total Tax Capacity Rate Comparison 55 �9tNA. l� 0� e S 0 . City of Edina 1998 Edina Board of Review April 13, 1998 TO: The 1998 Board of Review Members FROM: Richard R. Petersburg, City Assessor SUBJECT: 1998 Board of Review Each year the City Council is required by State laws to act as the Board of Review or appoint a special Board of Review to review the work done by the City Assessor. As stated in M.S. 274.01, the duty of the Board of Equalization or Board of Review is: "To examine and see that all taxable property in the City has been properly placed upon the tax fist and duly valued by the Assessor." M.S. 274.01 continues, "On application of any person feeling aggrieved, the Board shall review the assessment and correct it as shall appear just." Simply put, the purpose of the Board of Review is not to review the amount or level of a person's property tax, but to review the assessed value and classification of taxable property in the City as determined by the Assessor. The Assessor, as mandated by State law, is responsible for establishing values of property, while elected officials of cities, counties and school districts set the level of taxation, within State guidelines. There is a formal route of appeals of the Assessor's value on a property, starting with the Local Board of Review. The next step is the County Board of Equalization and, if necessary, State Tax Court. Any claims of an unfair assessment should be supported by evidence and submitted to the hearing body. During 1997 the Board of Review heard 30 formal applications (nine in person and twenty one by letter) at the Board to appeal their value or classification. State law requires that a taxpayer appear before each level of the appeals process before going on to the next level, with the exception of the Tax Court which may be appealed to directly. An individual may not be prepared to present evidence at this time, but wish to have the protest read into the record to keep the avenues of appeal open. No Board action is required for these official appearances. Much of the quality of an assessment can be found in the development of statistics which measure certain tendencies in the assessment. You will find attached in Section 3 and Section 4 of the attached report, statistics that will provide you with concrete data upon which to judge the assessment. Also included, are various reports and charts that should help you get a feel for the assessment and an understanding of what property taxes have done in 1998. City Hall (612) 927 -8861 4801 WEST 50TH STREET FAX (612) 927 -7645 EDINA, MINNESOTA 55424 -1394 TDD (612) 927 -5461 w91N� \r�. o e tA Cn .10 • , ~�R10MT£� City of Edina A new component in the Board of Review process this year is the requirement of a formal Board of Review application. You will notice in_ Section 8, page 40, a sample Value_ Notice. This notice contains instructions which . direct the property owner to complete an application before proceeding to the Board of Review. The deadline for submittal of an application is April 6, 1998. The application serves two purposes: first, it aids the Board of Review members in understanding the applicants concerns and provides some basic facts on the property. Secondly, it affords the applicants an opportunity to think through their position and reflect on an honest opinion of market value for their property. City Hall (612) 927 -8861 4801 WEST 50TH STREET FAX (612) 927 -7645 EDINA, MINNESOTA 55424 -1394 TDD (612) 927 -5461 SECTION 2 - TEN YEAR TAX / VALUE HISTORY Paee 2 - Ten Year History of Value and Homestead Taxes This chart shows three homes, a lower value home, an average value home and a higher value home. Each home is tracked for ten years for its value and homestead tax. None of the homes has been altered significantly during the study period. Pq 1 v N City of Edina Assessor's Market Value and Property Tax 10 Year History School District #273, Watershed #3 I Property 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 4628 Valley View Rd $ 88,000 $ 88,000 $ 91,500 $ 94,200 $ 97,000 $ 101,200 $ 108,200 $ 115,700 $ 115,700 $ 118,000 19- 028 -24 -34 -0074 $ 973 $ 1,048 $ 1,179 $ 1,425 $ 1,616 $ 1,688 $ 1,942 $ 2,015 $ 1,993 $ 1,840 4602 Moorland Ave $ 394,900 $ 454,100 $ 494,900 $ 494,900 $ 514,700 $ 558,000 $ 569,100 $ 574,700 $ 603,400 $ 633,500 18- 028 -24 -24 -0071 $ 9,160 $ 11,490 $ 11,901 $ 11,241 $ 12,368 $ 13,195 $ 14,130 $ 13,420 $ 13,372 $ 13,361 5325 Oaklawn Ave $ 132,300 $ 138,900 $ 159,700 $ 169,300 $ 177,700 $ 194,600 $ 204,300 $ 210,300 $ 220,800 $ 226,300 18- 028 -24-43 -0090 $ 2,062 $ 2,315 $ 2,867 $ 3,265 $ 3,693 $ 4,040 $ 4,461 $ 4,347 $ 4,445 $ 4,298 1 $700,000 $600,000 $500,000 > $400,000 $300,000 $200,000 $100,000 Market Value i rn rn rn rn rn Assessment Year X4628 Valley View Rd -0-4602 Moorland Ave - &-5325 Oaklawn Ave $16,000 $14,000 V $12,000 $10,000 m $8,000 $6,000 $4,000 z $2,000 Net Homestead Tax rn rn rn 0 rn Assessment Year f -4628 Valley View Rd - IF4602 Moorland Ave -6 5325 Oaklawn Ave SECTION 3 - REPORT ON THE RESIDENTIAL ASSESSMENT Paee 4 - 6 - 1998 Statistical Summary - Residential This report contains the following data: Median Ratio - middle value in the study. Mean Ratio - average value in the study. Coefficient of Dispersion - measure of assessment uniformity, less than ten (10) (10) is considered excellent. Index of Regression - 100.30 indicates a perfect assessment. Over 100.30 indicates lower value homes may be assessed higher than high value homes. Under 100.30 indicates higher value homes may be assessed higher than low value homes. Number of Sales - total number of valid sales. Sample Sufficiency Gauge - under 1.00 indicates a statistically valid sample. Average Market - average Assessor's value of the sample items. Average Sale Price - average sale price of the sample items. Assessment Quality, as dictated by the Department of Revenue and other sources, requires that there be uniformity among strata and that our ratios fall between 90% and 105% of market value. In addition, Single- family residences coefficient of dispersion should generally be 15.0 or less and for newer and fairly homogeneous areas, 10.0 or less. The following statistics will demonstrate that the overall assessment is good. There are some areas, where there is adequate sample sufficiency, that need attention for the upcoming assessment. Page 7 - 8 - Residential Assessment District Legend and Map This map and legend delineates 42 residential assessment districts in the City of Edina. These areas are studied each year and help to analyze valuations of single family homes within homogeneous neighborhoods. Page 9 - 17 - Real Estate Articles Pq 3 City of Edina 1998 Residential Statistical Summary Sales Period: Oct. 1996 thru Sept. 1997 District Area Parcel Count Sales Ratio CID Inc. Sales End Ratio End C/D 1 Momingside 708 33 83.00% 9.1 30 87.80% 9.1 6 2 White Oaks 135 3 77.00% 18.8 6 2 78.10% 0 3 Country Club 564 44 89.90% 10.1 5 32 96.00% 8.8 4 Sunnyslope 74 4 76.20% 17.5 5 4 80.50% 18.1 5 Indianola/Juanita 140 4 83.30% 15.3 5 4 87.40% 15.3 6 Brucewood 112 5 98.90% 6.2 0 3 103.20% 2.9 7 Golf Ter 97 7 84.70% 10.1 5 3 92.40% 1.4 8 N 58th Sher /So Har Park 629 33 91.30% 9.3 2 & 3 28 98.60% 8.8 9 Woodland/Woodcrest 119 10 90.30% 7.7 2 8 95.50% 6.1 10 E France No 60th 844 44 88.10% 8.6 5 41 94.30% 8.8 11 E France Sp 60th 287 11 88.90% 4.2 5 12 93.30% 3.8 12 Halifax/Grimes 129 7 92.50% 10.2 2 6 98.10% 8.3 13 S 58th Fairfax Area 402 25 88.10% 7.9 6 23 95.80% 8 14 So. Jr High /Concord 466 20 91.50% 8.3 2 18 96.10% 5.9 15 Pamell /Ryan 83 3 93.80% 1.1 1 2 94.60% 1.7 16 Lake Cornelia 520 22 91.30% 6.2 3 18 94.00% 5.7 17 Oscar Roberts 139 10 89.70% 13.6 3 10 92.40% 11.9 18 So 70th /Lake Edina 531 26 88.50% 5.8 5 25 92.60% 6.2 19 Brookview Hts 444 15 92.30% 7.1 2 13 94.10% 6.5 20 Wilryan So Xtown 227 13 90.80% 10.4 2 12 90.40% 10.7 21 Richmond /Birchcrest 834 32 90.20% 9.4 3 33 92.20% 9.3 22 Brookside 440 27 90.80% 7.9 3 25 93.70% 6.8 23 Rolling Green 85 5 100.30% 4 0 5 100.30% 7.3 24 Highland 524 28 84.10% 12.1 8 24 92.20% 11.3 25 Countryside 645 20 91.00% 7.1 3 23 96.00% 7.1 26 Creek Valley /Limerick 744 29 91.90% 9.2 2 26 93.10% 8.3 27 Antrim/Dublin 56 2 88.40% 13.1 4 2 92.00% 13 28 Kemmrich /Shannon 260 14 94.50% 9.4 0 11 97.00% 7.2 29 Dewey Hill 89 6 95.10% 9.2 0 5 90.30% 9.5 30 Mendelssohn 228 4 80.60% 8.1 5 4 84.50% 8.1 31 Mpls Heights 278 15 88.70% 9.8 5 13 93.80% 9.9 32 W Kenneth 9 0 0.00% 0 2 0 0.00% 0 33 Malibu 32 1 100.00% 0 2 1 102.00% 0 34 Park Knolls New 281 15 90.20% 8.6 2 11 93.80% 5.4 35 Park Knolls Older 171 7 81.40% 9.2 5 4 90.10% 11 36 Park Knolls Middle 160 10 91.50% 9.8 2 8 96.60% 7.8 37 Artic Way/Tamarac 196 10 89.40% 7.1 3 10 92.00% 7.1 38 Indian Hills 257 11 84.60% 12.8 6 9 93.90% 9 39 Sioux Tr 196 8 88.00% 10 4 8 93.10% 10.4 40 Braemar 205 8 91.80% 10.7 1 5 93.70% 13 41 Glasgow 27 1 76.10% 0 3 0 0.00% 0 42 Hilldale 78 1 87.50% 0 0 1 91.90% 0 Residential City Wide 594 89.40% 9.6 3 TO 41 521 93.60% 8.6 Pq 4 City of Edina 1998 Residential Statistical Summary Sales Period: Oct. 1996 thru Sept. 1997 I Median Mean Coef. Index No. of Sample Average Ave. Sale Ratio Ratio Disp. Regres Sales Suff. Ga. Market Price Single Family Statistics 93.6% 93.8% 8.6 101.00 521 0.25 $ 224,128 $ 241,321 ;amoier 94.0% 94.3% 8 101.1 232 0.37 $ 189,367 $ 203,057 1/4 Story 82.1% 83.9% 8.2 100.1 19 0.96 $ 141,763 $ 169,112 1/2 Story 93.7% 93.4% 8.5 101.5 50 0.68 $ 180,242 $ 195,876 3/4 Story 100.1% 96.7% 9.7 99.1 17 1.12 $ 235,535 $ 241,453 Story 93.5% 93.3% 9.3 100.8 121 0.51 $ 342,524 $ 370,191 plit Entry 94.5% 97.1% 7.6 100.5 33 0.8 $ 197,542 $ 204,500 plit Level 93.7% 92.9% 7.4 101.3 48 0.68 $ 186,221 $ 203,035 19,000 or Less 89.3% 92.3% 13.6 103.6 15 1.42 $ 88,360 $ 99,160 00,000 - 199,900 93.3% 93.3% 8.1 101.1 285 0.3 $ 150,943 $ 163,582 00,000 - 299,900 93.40/6 93.6% 8.9 101.7 133 0.45 $ 237,599 $ 258,039 00,000 - 399,900 97.1% 95.8% 8.4 101.6 45 0.81 $ 347,438 $ 368,441 00,000 - 499,900 95.0% 96.3% 7.6 101.3 22 1.08 $ 438,350 $ 461,295 500,000 96 rl 95.3% $ 101 6 21 0.88 $ 740,360 $ .789,167 00,000 - 599,900 100.7% 99.6% 6.9 100.6 8 1.15 $ 44 5,738 $ 550,313 00,000 - 799,900 94.0% 95.2% 6.2 100.4 6 1.45 $ 671,183 $ 707,500 00,000 - 999,900 82.40/6 85.8% 8.1 101.3 4 1.65 $ 905,525 $1,068,750 1,000,000 100.3% 96.9% 5.9 99.9 3 1.73 $1,180,167 $1,216,667 I No. of Sales Average Market Ave. Sale Price Mean Ratio Influence Positive 13 $ 447,823 $ 511,981 87.5% Nuetral 335 $ 226,286 $ 243,843 92.8% Negative 17 $ 167,459 $ 177,147 94.5% I No. of Sales Average Market Ave. Sale Price Mean Ratio Location Freeway 22 $ 158,082 $ 163,707 96.6% Apartment 2 $ 237,800 $ 254,000 93.6% Thru Street 22 $ 184,864 $ 197,595 93.6% Park 5 $ 254,200 $ 286,060 88.9% Flood Zone Ind. 12 $ 216,058 $ 225,033 96.0% River 12 $ 300,775 $ 296,346 101.5% Lake 16 $ 406,744 $ 435,779 93.3% Pg 5 Citv of Edina 1998 Residential Statistical Summary Sales Period: Oct. 1996 thru Sept. 1997 I No. of Sales Average Market Ave. Sale Price Meanjj Ratio Year Built Average Market Ave. Sale Price Townhomes 93.5% 93.4% 6.5 100.9 1997 to 1993 4 $ 479,400 $ 494,975 96.9% 1992 to 1988 8 $ 763,013 $ 857,938 88.9% 1987 to 1983 9 $ 524,978 $ 556,544 94.3% 1982 to 1978 9 $ 340,244 $ 381,778 89.1% 1977 to 1973 23 $ 247,465 $ 257,152 96.2% 1972 to 1968 37 $ 259,419 $ 268,451 96.6% 1967 to 1963 54 $ 224,217 $ 236,300 94.9% 1962 to 1958 76 $ 182,989 $ 200,775 91.1% 1957 to 1953 104 $ 175,990 $ 189,846 92.7% 1952 to 1948 80 $ 163,524 $ 174,878 93.5% 1947 to 1943 18 $ 147,083 $ 163,042 90.2% 1942 to 1938 46 $ 220,052 $ 239,740 91.8% 1937 to 1933 19 $ 302,763 $ 332,132 91.2% 1932 to 1928 11 $ 391,027 $ 420,636 93.0% 1927 to 1923 7 $ 402,143 $ 407,264 98.7% 1922 to 1918 6 $ 125,933 $ 141,333 89.1% 1917 to 1913 4 $ 131,750 $ 151,850 86.8% 1912 to 1908 3 $ 193,867 $ 248,667 78.0% 1907 to 1903 1 $ 170,800 $ 256,900 66.5% 1902 to 1898 1 $ 373,300 $ 410,000 91.0% Pre 1898 0 I mewan Ratio mean Ratio Coef. Disp. Index Regres No. of Sales Sample Suff . Ga. Average Market Ave. Sale Price Townhomes 93.5% 93.4% 6.5 100.9 43 0.92 $ 236,700 $ 255,715 Doubles 96.8% 98.1% 8.9 102.6 21 1.08 $ 191,267 $ 200,100 Condominiums 94.7% 94.2% 6.4 100.8 253 0.36 $ 100,948 $ 108,008 Pq 6 Citv of Edina Residential District Legend District Area Parcel Count 1 Momingside 708 2 White Oaks 135 3 Country Club 564 4 Sunnyslope 74 5 Indianola/Juanita 140 6 Brucewood 112 7 Golf Ter 97 8 N 58th Sher /So Har Park 629 9 Woodland/Woodcrest 119 10 E France No 60th 844 11 E France Sp 60th 287 12 Halifax/Grimes 129 13 S 58th Fairfax Area 402 14 So. Jr High /Concord 466 15 Pamell /Ryan 83 16 Lake Cornelia 520 17 Oscar Roberts 139 18 So 70th /Lake Edina 531 19 Brookview Hts 444 20 Wilryan So Xtown 227 21 Richmond /Birchcrest 834 22 Brookside 440 23 Rolling Green 85 24 Highland 524 25 Countryside 645 26 Creek Valley /Limerick 744 27 Antrim/Dublin 56 28 Kemmrich /Shannon 260 29 Dewey Hill 89 30 Mendelssohn 228 31 Mpls Heights 278 32 W Kenneth 9 33 Malibu 32 34 Park Knolls New 281 35 Park Knolls Older 171 36 Park Knolls Middle 160 37 Artic Way/Tamarac 196 38 Indian Hills 257 39 Sioux Tr 196 40 Braemar 205 41 Glasgow 27 42 Hilldale 78 Pg 7 E.DINA- DISTRICTS 1 - 42 � .•w�t�.e to r BLVY y, Go 15 N �_"• r•f 9 C�wf �w « p �. r Q - M P_ar�k /Mtr •' CE r7 1 rr CMINN t sC �.� • W . ;` Z ••� L` VI/ i � ft «• H11 ' • . j' hN' Lqm. LMU Qlyza� w s F I LIN s s • 1ft•t° f ` • L f = . I dide u• « �! �� _sue i �t.y �r� 'i0 l \r �� C TH ST ' W. 6 .°• •• : o• j1V1l1Nf Rp ....• 8 •� 8.00 ioo E TA `•f y � W Park Rrsaasar Park RD.14pp Gair (4surRr I « .' . f . . ... If - - - -Y N.N I w a ' � NISI S A C trtrt••• «� ., our ,�,►� >. rrr ptd I ` raft .., "'pli�w ] . nt■ T %in ac ; ' K•0 W W. 77TH ST. 1 . iaw� .. • � t �i 11� 'YARTN RD • 5 I '� •� 6j a !E l • `•� j w Y e •`� � ` � S .� • t� � � �4 �� : 7 f S aOiN 1 p.fU t � ' I.O INGTO . u J . t T � •r 7. . • � - V � r °q 8 N iS CLOSED SALiB' , > PENDING SALES~ �. L1SiH1GS PROCESSEQ' �:. - 1998 1998_ 8l7L 1M_ 1898 :1H97,;� y1DYS, 1898 < 1997 January 2,104 2,125 2,438 2,100 2,756 2,323 3,955 4,452 4,544 February 1,508 2,011 1,876 2,909 3,546 3,235 3,992 4,745 4,557 March 2,253 2,541 2,468 3,911 4,416 3,896 5,200 5,724 5,649 Apep2.N8 8,3� 3.148 3.8H0 4.718 77 4 4,749 _ 8,285 8,581 wir 3,408 4A92 3,847' 4.0lXiT 4,681 4.338 5.415 8218 8 701 -:.. )rats 390 _ 4274 4.788 4,145: 3,978 `- - 4.206 - _5?Z6 July 3.890 3,890 4,780 4,615 3,733 3,973 4,222 4,795 5,391 5,978 August 4,350 4,122 4,591 3,977 3,855 3,989 4,960 5,455 5,795 September_..3.802,,�- 3.899__._,.3,508. >._ 3.189 3.105 - ._3,281,= _6,112 _ October--_'.3912 3,885 ac tn.�cr 4.33&, 3.077 3.291 3:511 4.803 - 4.721 5,916 t -rte. • November 3237 3,521 .. , a ,.. 3,570". 2.729 2.541 -. _ 2,613 3110. 3340 3264. December. 2 Wx.. r . 3,380 3.364.... 1.710. 1,677__ - 2:366 _ 2,121•:... 2.364: __. __z5a _. TOTAL 37,965 42,079 43,528 39,223 42,325 42,458 54,337 61,846 63,254 A'pending sale' Is reported, without sale price and terms, when a purchase agreement is signed and the property is effectively removed from the market After the dosing a'sale' is reported with price and terns. ' Residential: Single family, Condo, Townhouse, Twinhome. "All Property types. Y ' -' Poem of Unit Soles,e T T °184 1965 1986'187 1988 1989 1 99990 1991 1992 1993' 1994 1995 1996 „1997 ..:_ .:tea- _ .. X2.4 Contract for Deed 18.7 12.9 8.0 10.2 8.8 6.4 6.3 5.6 5.4 4.7 4.2 3.9 ~~ 2.8 Conventional 28.5 19.0 18.2 24.1 22.7 23.6 24.6 29.3 33.8 38.9 40.2 48.5 52.4 55.3 FHA 13.1 31.4 46.4 38.2 39.6 37.2 35.2 34.9 31.3 34.8 29.5 30.5 29.9 28.5 Ol: j P, 83 91 85 85 70 73 59 68 88 5.3 5.8 51 -4.5 ' aw ' 8 5.0 6 0 85 -,. Nrivats Inatasd ,w32 72 `: 9H S "; 2.0 2 4 28 : 35 - = 42 ' .. &5 '7 2 7.1" - Assume 20.1 15.6 7.6 9.2 6.5 11.7 11.2 10.0 7.7 5.2 3.8 3.4 1.6 1.0 Other 5.3 6.0 4.1 4.2 15.4 12.1 13.0 6.7 6.7 5.6 3.0 1.2 1.0 1.2 Years up through 1987 Include all property type sales from the Minneapolis MLS. Years 1988 and later include all property type sales from Regional MLS. statistics. 1993 - 97 sales include residential only [single family, condominiums, townhouse and co-op sales]. e 1997 edition of the Residential Real Estate Activity Report includes listing and sale data provided by the Regional Multiple Listing Service [RAILS] that members of the Minneapolis Area Association's MLS participate in. The RAILS is divided into three geographic divisions. Division I includes properties located in Anoka, Chisago, Ramsey, Washing- ton and some areas in Isanti and Sherburne Counties. Division II includes properties located in Dakota, Scott and some areas in Goodhue, Rice and LeSueur Counties. Through 1992 Division III districts were identified by a 500 number. The numbering system was revised in 1993 and Division III was assigned a 300 number. The list of districts and numbers assigned are found on page 17 and 18. At the time a purchase agreement is agreed to between buyer and seller it is reported by the broker as a "pending sale" without price or terms information. After the closing has taken place a second report of "closed sale" is made which includes the price and terms. At that time the date is recorded as a closed sale and included in the "dollar volume" data. The information in this report is taken from statistical reports prepared by the MLS vendor, Moore Data Management Systems Division. The Minneapolis Area Association of REALTORSO (MAAR) has published a real estate activity report since 1961. The information in this report, while deemed to be correct, has not been verified by MAAR, its Multiple Listing Service or the RAILS. Neither the MAAR nor RAILS assumes responsibility for the accuracy of the data found in this report. This report is published by the Minneapolis Area Association of REALTORS ®, 5750 Lincoln Drive, Minneapolis, MN 55436 -1694. Additional copies of this report are available by calling MAAR at 933- 9020. 01998 Minneapolis Area Association of REALTORS• p q 9 The REALTOR® • February 1998 • 7 DISTRICT TOTAL BEDROOMS DOLLAR AVERAGE MEDIAN I NUMBER & NAME SALES 1 2 3 4+ VOLUME PRICE PRICE Division III Minneapolis 900 Calhoun = Weil:., 3/0y1 /Camden~ 302 Ca i I30 304 Nokomle j j ,; 305 North 306 Northeast 307 Phillips I308 Powderhom 309 Southwest 310 University _ Subufbin and the or wm 340 Buffalo x I341 Wright County' 342 Hutchinson 30.9 MaLsod 360 Robbinsdale 361 Crystal 362 New Hope I363 Brooklyn Center 364 Brooklyn Park 365 MapkGrowlOasso 366 ChampWe V;%,44 367 Hennepin Co North., 368 HennepfnCoNW � 370 Sibley County - -373 Golden valley 374 Plymouth 378 Richfield I379 Bloomington - East 380 Bloomington - West 381 Lake Minnetonka 36B 387 .. 391 392' 394 395 Waterfront I396 Chanhassen 397 Chaska 398 Victoria 399 Out of Town 807 2i ^Z07f; 31�� `87 - 139 4 Q s 256 L34 -..-- ::858; :.._� tw`• - .�..cr1���? 291 5 73 155 58 419 12 140 219 48 42 0 7 19 16 355 7 120 173 55 932 11 218 520 183 892 - 139 4 Q s 256 L34 254 1 81 138 296 2 72 193 29 201 0 4 135 62 313 2 41 204 66 880 3 131 444 302 514 2 -.105 253 892 3 56 256 577 433 4 110 270 49 260 2 54 172 32 514 2 29 253 230 780 21 137 305 317 I uiviaton St u„ 800 We , st Paul ;' 602 South St. Pat JP�' 605 Sunfish Lslm-r-' I608 Inver Grove Heig 610 Fagan 612 Burnsville 614 Apple Valley 616 Rosemount �617 Hastings - 616 Esa:ani i 624 Farmingto% szs , LalosvelaYt. -:-� .me Bout her h Oakoh I690 Nathfisid - 6402 Shakopee 642 Prior Lake 644 Savage I646 Jordan 648 New Prague 650 Belle Plains 658 LeSueur County so' GoodhAWCoiuitl • 792 FWM Hts4.mhdr 705 Lina Laboft" 706 North Central Sul 707 Ham Lake 708 White Bear Area 709 Forest Lake Area 710 - NorfFiNStAn6 711 southern Chimp .712 M-- mood -Void '713 Belltsl' 146 16 63 55 12 288 4 13 102 169 198 0 20 94 84 58 0 4 24 30 46 2 14 24 6 760 1 38 290 431 568 1 17 217 333 531 1 21 182 327 224 0 15 131 78 154 1 20 87 46 15 111 3ti0 t `_ 5 .49 t - ��201r�t- ;109 252 1 74 107 70 342 4 35 161 142 370 1 33 165 171 45 0 9 21 15 111 1 31 49 30 34 1 11 14 8 77 2 19 40 16 •'.:.$H°'.= �"""l'�'„'`.?�6�.�' -r..- 1277-= '.�"_" �6t 3ti0 t `_ 5 .49 t - ��201r�t- ;109 +.. 142,400" - -" ' _ 272 1 26 116 129 126 3 16 70 37 533 3 74 274 182 368 11 64 196 97 61,700 64,900 139.347,632 149,515 ..... A7 8 - The REALTOR® - February 1998 P g 10 $13411;117 7 $240.692- 7 "$174,000' ° -- 37.523.28M9 +.. 142,400" - -" 33.283.914. 79,389 73,000 89.000 13,907,636 47,793 46,000 32.130,890 76,685 77,500 2,010,350 47,865 49,900 21,903,452 61,700 64,900 139.347,632 149,515 126,900 6.776 942 94.124 83.9W '104,0Q/yM� _ ,!`•- •. 64,171,641 �1/2►,'�,�f^it04,wv 13,925634. 100;184 '. 69,900 8�201.L, f' -: .r:, . «_.70.100... 22,843,023 89,933 86,400 26,593,079 89,841 87,900 22,582.670 112,352 112,500 26.627,616 85,072 85,000 101,886,729 115,912 109,000 _ i62A46w r 138,900 36,908,315` _ = -x%,■ %` 128184 118:000 _ 19,554,382.. r 's 155,194E . 139,500 36,987.875 =.Y.. 20?»010 145.085 64-,000 130,000 184,932,992 208,258 187,000 43.583,444 100,655 97,900 26, 861, 462 103,313 102,000 83, 501.702 162,771 141,900 199,814,966 256,502 166,000 12,895,854 ? 28,959 J 106000 - 73551429 ,,% " 118;402�t , , +107.950 - {; 30,35003 134,932 118,725 15,913,500 108,997 94,500 61,663,998 215,608 180,000 32,711,722 165,211 139,900 13,035,760 224,754 200,000 3,796,500 82,533 64,900 20.935483 :' I 104,877 94,000 "258,41054;.y15W51839 118,453495.57800 53 , r.`L 00 - 2381150:". .2_580425,0/0yW • L `" � 24,802, 's � ".Y f35 `� 22,5050y0 v 126, 665,10 8 167,104 148,500 84, 858, 387 149,399 132.000 86,964,042 163,774 139,900 31,148,362 139,055 126.000 18,305 767 118,869 111,000 29906930,E t 1 117,500 99,145 818 1 rx, "143.000 1,w 7NNV -! �1mow '8000. 30,894,031 124,072 116,900 57,370,085 168,241 139,250 51,806,833 140,018 128,750 5.536,350 123,030 108,000 13,132,700 118,313 110,500 3.575,774 105,170 97,500 5.618,000 72,961 70,000 --'26073086 - 1OT,D56 '' ; '87;100 S`.e%N '� L�.. u;tY �' Cam? i •i :.�44.es3,e7s 14 52,781,679 94,oes. .. �12a,9oo_ 1050 ..__ 155,000 17,008,905 134,991 129,000 75,746,772 142,381 116,500 50,967,108 138,_498 129,900 _ 11.318,7" 124 a� °�`�a 120,6QQ 53,162,079: 111,46r t - 103,395 10T,000 - -; er.Yw,w�rs- a�e'PY ..YlcPwr ., _.r `10MIinuedatpag&123 . 0 DISTRICT TOTAL BEDROOMS DOLLAR AVERAGE MEDIAN NUMBER & NAME SALES 1 2 3 4+ VOLUME PRICE PRICE Division III Minneapolis _ . 300. Calhoun 283- _ 6 39 108 ­1130 574.948.69p -.�. - --rl - $265.776 301 Catodat a- - 302. Cartlral 816 23 _ 179 - 334 79 �` Yl 82900. - p 2 ,,4 0 383.800 r. •.. %633 59 SAO. 303 Lan9fellow_ ti s.- 397 18 .172 165 _ 42. •" "= 94;780381 <t" 87.558 79900 .. 304 855 38 = ' 282: 430 ,94 ,. 84.309883 - ' 88808 93,000 " 3171_ `. _.6 . -8 :.. yam.._..._.. __.. ..�M.16.516,427_.,-= -= _- 52,102. 49,900 "- 306 Northeast 446 13 151 240 42 35,186,005 78,892 79,500 307 Phillips 47 0 7 28 12 2,199,121 46,790 43,000 308 Powdsrhom 329 7 98 155 69 21,589,683 65,622 66,000 309 Southwest 931 10 194 550 177 143,826,422 154,486 130,900 310 University 73 0 21 27 25 7,423,115 101,687 93,000 - Suburban and While arm! -,� ?.tea . ;^°� +� r x.7�.. �• -*-� ter°- Sara ' ­W r., , _ , 340. 940. BuBab = .., a- 138 4 39 : 59 34 1 &000.680. t- _�- 117.852 00 109,0 '- 34f Wrlgitt t - 942 NuEdritsott 827 204 �Z 9 ' 154 0, 183 70,222.527 �' 111,998-:: 709,000? =. •' ,103 22:,3 080- - - 109 9720 - MLd 33 e �; ,__. 122 u. a . __ 38 - - BD g� 7922 W.W7 77.= :. 360 Robbinsdale 225 "3B J 134 aY 21249,029 r 94,440 90,000 361 Crystal 343 5 63 216 59 32,928,584 96,002 91,000 362 New Hope 183 1 5 114 63 21,717,800 118,677 119,000 363 Brooklyn Center 316 1 67 196 52 27,818,676 88,034 88,500 364 Brooklyn Park 877 8 98 450 321 106,712,356 121,679 114,900 365 MapleGroveoasso 966_ Chempure,K1 Sir 689 5 33 77-31' 273 378 116,841,716 169,582 127 � � 143,000 18.00x.' -' 967 Co Narlh � x s 154 a ' 11 . , 1 ' 388.. Nsrpspbt Co 111Y - 7 :, = 181 2 10` : 83 88 38381.504 238270 180.000 - S ., t2. s r , . t 93370 , 89,0 373 : Goklen 255 .� �1 .,. :.. 97,053 145,307 -_ . 132,000- 374 Plymouth 853 2 38 272 541 179,343,702 210,497 188,500 378 Richfield 464 2 110 298 54 49,047,800 105,706 105,900 379 Bloomington - East 304 1 68 172 63 33,435,649 109,986 107,000 380 Bloomington - West 573 2 26 273 •272 99,156,379 173,048 145,500 381 Lake Minnetonka 820 32 117 311 360 231,339,231 282,465 186,000 886' Hoptlns c� 108 127,480 111000; -. v � 891': St. Louis fewi -: _. 587 3 x28 ` ; :97±, 88 7 182.428 Y y �x 114,500:~ .' 892'= Edsn Praldti.., 74& 0 14 r :`290 '502 ,17B.537,f00 ° 'x 940101161. 201,000':_ ` `994" Carver 259 ° - :.x:92 395 Waterfront 134 10 66 37 21 16,217,835 121,029 109,000 396 Chanhassen 363 1 11 122 229 80,478,163 222,315 200,000 397 Chaska 208 1 14 as 108 35,436,177 170,366 144,900 398 Victoria 71 0 9 29 33 16,266,945 229,112 206,993 399 Out of Town 174 2 59 73 40 15,309,470 87,985 75,000 - ,DiviB n 1!>C' fc. ';h 4 "- '"� 7 -:J m f{°@ l..r:F,h,,.. }+."n'}-.,�! uT ",F`'Y+�44�:. 3'�..� +i.,`yt, A' -'c - 'qt's +ws.„`-•'y -4 CrpK 600 West Part ter_ ? 206 46. 113 30 21.307r432� 703.434 94.900-= 602 South .4t Ys_ 42:, �'S� �9' 125 33 .21,444.792' i c 88.615 87,000 .; 604 Madote -112'. :6f 113 `22.493.938 200,839 785500 805 SurdWtLaly: T;r - s 4 4 0 r 1 r 3 ?p6,g00., ; r' 551475 830,000 -- 809�hwerGrove 230 i '40 "`� �a,109 �p� °_ 35ggs.259� 156,743`` 129,000- - 610 Eagan 734 2 28 300 404 126,472,245 172,306 154,500 612 Burnsville 568 1 11 251 305 87,976,666 154,888 137,400 614 Apple Valley 590 1 19 212 358 99,203,237 168,141 143,000 616 Rosemount 208 0 16 104 88 29,303,386 140,882 128,900 617 Hastings 173 0 20 92 61 21,311,882 123,190 112,500 816 :6alerrt 0altsEa - �- ., .- -.r •138,900'': ,'04 Fwmb*IW 8Z8 .Labvlpe 849 ' x, x $5 '36278.8803 118,000 < _ a x tir_ r a a, # Y .r,3� x X30:941852 172b98 Fw 153.400 626.11e11ti1af11Q4ady 630 NorlhAleldx�^` 1� T `S r ZIa.925.250 140.0489 r tom' Y 832: Rba Co tadY- ,, i _153 } 2 2 7 46 15.972.944 _� - 104,396 92,000- _ - .' .. '.tiy ^. - "640'Shakopee 229 T`"57 �0'" °"`"97 "' ""`30,534,819 " X133,925 120.215""- 642 Prior Lake 308 3 20 147 138 56,752,937 184,263 152,500 644 Savage 317 0 20 151 146 47,320,146 149,275 137,500 646 Jordan 33 0 6 18 9 3,974,895 120,451 116,000 648 New Prague 112 2 28 53 29 14,782,354 131,985 119,900 650 Belle Plains 42 1 9 22 10 4,678,000 111,381 113,000 658 LeSueur County 87 1 18 41 27 7,130,938 81,965 81,500 X660. Goodlaw ! *s 27_0 ��•.. �. 6 �i84.r. -� � .66+m -• • , . E8. 591038 -s--s e � - ,� tO5c893 °'^sue. 94000 . y yw� r •> s.o+- a �-r i:. M`1.r+R �� � _'-+' y'T \ `�"°" �'"� ''r .s'�- g'"c1 t . .- :. .. .�X :K. Sid"' P. xx� � _ =4 r.4'���5'rc�,F. -•�,"` t_.`Y� ,.�F. .s 702'Faleott r. 991 a2zi 50�. ...;218 X21 54,828413: 1 40.482 23,500 705:'L1no. 3'- - `169 :114,:. _= 49'505'921';.. - 149;314 _ 132.891 _ �_ _ t '706"Norti1'Central3uburban- 35B"° <.` ""`0'"��° -°`'24 ""93""-"'"'`'13�J`'y `•'` 55400,593" - "2f7:25'T-'" '`' -` - 152,000""'. 707 Ham Lake 153 4 32 56 61 22,027,200 143,969 130,500 708 White BeerAroa 522 9 70 269 174 81,111,513 155,386 125,000 709 Forest Lake Area 355 7 88 168 92 50,062,269 141,077 128,500 - 710 - NordsasAr/vr�.w�M.yI- � 43Yti� - --- 84x- MY - , �X' . +„w,.- -.:2p, ., i .87, G �. X23 -1.(r� N ��HO p j j� s• S�jT -12{ (WyY711 Chimp 174` 202 + 72 : 54,186090 ; 118,315 .111,900: 712 ' Yaple St Pam 4811$ :.9- " "n R 120 ? 114700:' 119,900,::'_' pe99.12Y: Pa 11 The REALTOR® February 1998 • 9 Listings Total uouar unit Average @.. Processed Volume Sales Sales Price - 1972 33,635 $436,396,177 14,788 $29,510 II p O C O 1973 33.966 489,373,859 15,518 31,536 2 7�a� RIM 1974 27,865 500,401,086 14,481 34,555 1975 31,271 585,954,410 15.381 38,095 1976 34,940 773,837,914 18,476 41,883 1977 38,879 1,115,698,038 23,271 47,943 1978 36,095 1,296,246.066 22,780 57,178 AVERAGE MEDIAN 1979 40,007 1,351.465,288 20,466 66,417 January $134,500 $113.000 1980 37,018 1,340,772,915 18,351 74.069 February 129,600 110,000 1981 35,580 1,249,787,584 15,675 80.236 March 130,300 111,500 1982 41,465 998,693,468 12,193 82.288 1983 50,794 1,344,916,756 15,914 84,953 April 129,800 110,900 1984 53,646 1,544,535,531 18,231 85.007 May 129,000 112,700 1985 51,492 1,866,291,153 21,335 87,789 June 134,700 114,900 1986 58,382 2,523,647,113 28,015 90,319 July 134,800 115,000 1997 55,422 2,460.309,115 25,772 95,914 August 138,200 118,000 1988 80,771 1989 89,170 3,211,389,403 3, 277,302,913 34,244 33,962 93,977 96,658 September 137,100 116,000 1990 78,548 3,372,262,409 34,496 98,016 October 133,600 115,000 1991 71,850 3,522,813,135 35,598 99,402 November 136,400 116,000 1992 72,730 4,309,040,911 41,944 103,264 December 132,800 114,400 1993 70,685 4,300,305.967 39,842 107,569 1994 63,369 4,733,426,199 42.454 111,806 1995 64,556 4,941,765,241 42,310 117,053 Figures are rounded to nearest $100 and 1996 73,433 5,818.898,453 46,949 124,022 include all residential sales for RMLS. 1997 77,871 6,302,132,351 48,431 130,171 I lrE. Division III 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 550 CalhouMleerist ^' ' $112,634 $115,451 $116,029 $121,117 $122,008 Minneapolis 551 Cedar1911es•Loring ; 175,545 171,830 219,862 211,267 200,881 300 Calhoun -Isles $153,168 $178,990 $213.029 $240.692 $265,775 552 North 5225 55;867 53,435 54,181 53,080 301 Camden 57,388 55,026 59,129 61.818 63,175 : 302 Central 114.600 73,000 78,000 71,200 60,633 553 Noffliii .; 63,370 63,840 64,645 65,414 66,234 303 Longfellow 69,180 73,246 76,169 79.389 87,558 554 Parkway West 100,405 105,461 107,090 109,846 109,588 304 Nokomis 82,748 84,565 87,633 93.607 98,608 555 Parkway Central 80,189 83,241 83,712 86.840 88,446 305 North 51,568 43,953 45,568 47,793 52,102 556 Parkway South 68,616 66,973 70,761 70,595 70,652 306 Northeast 67,556 65,748 72,361 76.685 78,892 557 South 62,317 63,127 63,695 66,944 67,495 307 Phillips 41,253 32,732 35,962 47,865 46,790 308 Powderhom 63,277 57,002 58,487 61,700 65,622 558 South Central 49,136 49,630 51,220 50,510 48,894 309 Southwest 118,534 310 University 82,370 128;723 83,948 136,642 87,105 149,515 154,486 94,124 101,687 �- 559 Soutlteiati :^> "yy'_ 73;196. 78.885 81,215 6SAW 79,124 5 St Paul A Strepaberi 60 Suburban and other areas _ _ -r d 'ass "�M. i•ay �' 563 IssntlCotmq►. • } 83,890 68235 -� 340 Buffalo 97,702 101,236 108,085 107,261 117,652 ,,� , ._,t 564 Blebls4.eaIni;h e;ClrcleRbrss - -� _ �x � - � , • _ 341 Wright County 85,103 93,406 102,149 112,384 111,998 565 Falcon Heights - Roseville, Arden Hills 342 Hutchinson 75,702 79.526 94,521 100,184 109.355 343 McLeod 65,250 66,646 82,519 76,301 80,267 Shoreview 360 Robbinsdale 77,874 82,274 84,796 89,933 94,440 566 New Brighton- Moundsview, SL Anthony 98,878 102,486 106,085 361 Crystal 80,323 80,663 84,911 89,841 96,002 567 Coon Rapids -Anoka 362 New Hope 93,094 103,443 108,340 112.352 118,677 568 Frldley- Columbia Heights, Spring Lk Pk 363 Brooklyn Center 77,897 78,878 82,562 85,072 88,034 569 Suburban NE 364 Brooklyn Park 96,775 105,641 109,632 115.912 121,679 Q *- ° ; s+r 576 Sibley C*untY' r!2� : ; r •� � ; 365 Mple Grve i Oss 130,387 142,872 143,879 162,545 169,582 2 ➢ f 366 Champlin 102,558 113,051 120,806 128,154 127,467 571 BropklynrCe Park -�' 871808 89,488 89;401 89.104 91.869 367 Hnnepin Co No 129,863 136,165 134,811 155,194 165,377 M '111frighto'SherbarmCounillas .. 69.88 712 74,130 77,850 82,442 368 Hnnepin Co NW 179,230 178,293 171,131 202,010 238,270 573 Golden Valley/lyrd Hilo x. i1 _114238 .113,f113�- 118,880 119,43@ , , 119,899 370 Sibley County 59,000 75,038 60,611 67,830 93,598 574 Plymouth 145,748 151,612 153,820 151,483 160,141 373 Golden Valley 128,603 132,215 137,388 141,432 145,307 575 Robbinsdale•Crystal -New Hope 80,144 81,266 81,370 81,146 84,468 374 Plymouth 171,532 187,918 203,651 208,258 210,497 378 Richfield 86,150 92,260 96,095 100,655 105,706 576 Dayton - Champlin -Maple Grove -Osseo 104,199 106,767 112.030 112,070 115,466 379 Blmington - E 88,070 94,569 99,179 103,313 109,986 577 Suburban NW 107,938 125,869 117,650 148,008 135,817 380 Blmington - W 157,418 156,131 161,256 162,771 173,048 578 Richfield 79,801 81,753 82.847 82.994 85,181 361 Lake Mtka N 238,535 382 Lake Mika W 155,471 306,287 144,015 238,422* 256,502 282,465 679 East Bloomingeoti 83,435" _85,913- 86,052 " 85,943 8%375 580 West 134,625 133,679 131,377 138.269 144,396 383 Lake Mike S 223,746 262,619 5131 Inver Grove His - 385 Edina 214,290 226,948 243,550 250,558 254,207 582 Burris vek 123.956 123.590 386 Hopkins 97,882 107,208 116,266 128,959 127,460 -. 387 Minnetonka 168,031 184,818 194,061 207,265 213,273 583 Suburban South - 391 St Louis Park 100,584 106,856 111,008 119,402 124,672 584 Apple Valley- Rosemount - Lakeville 392 Eden Prairie 175,454 206,057 218,497 225,056 240,666 585 Edina 179,852 196,486 188,380 189,921 200,868 394 Carver County 99,438 109,824 124,278 134,932 128,675 587 Hopkins - Minnetonka 138,603 150,368 148,849 148,371 154,544 395 Waterfront 85,099 396 Chanhassen 164,240 92,295 182,828 97,030 206,592 108,997 121,029 215,608 222.315 • _17'220" ° 1"'-° 588- .WoeMinrretonhet >; °' - 172208 - 180.7D0 '178.7.19.171,381 190.743 591. SL LOUb Peril r • �r +x r � ` 90,582 90,38,9 91208 83.839 94,582 397 Chaska 126,421 398 Victoria 174,270 132.502 207,068 145,115 185,296 165,211 170,366 224,754 229,112 592 Eden Prairie -I _Ial -. , ,, _ .� = ., - 148971 163,400 187838 15722 168,219 399 Out o1 Town 94,807 73,861 68,489 82,533 87.985 591 Eastettt.grvr<E�raAg� -xt -° ?":. 112,418.:.1=18 "130A22 •129.359 _-.14t 155 * Lake Minnetonka area combined in 1995 14 - The REALTOR® - February 1998 Dg 12 M O N E Y T A L K 1997 Property Tax Data This collection of property tax data continues to be one of the League's most frequently requested commodities. Given the heightened concerns of local officials and taxpayers about property tax burdens, and the requirements of the truth -in- taxation process, we hope this information is both useful and timely. his report is divided into five broad categories -tax base information, average tax rates, average market value tax rates, city aids and levies, and tax base composition. These categories represent the basic data necessary to compute the city tax rate, as well as information that describes each city from a property tax perspective. Please note that the information about each city spans two pages. The num- bers contained in the table are defined in the column description section that follows. Although all the information is used to compute 1997 property taxes, please note that property market values for the 1997 tax year are based on the assessor's estimates of market value from January 1996. State -wide overview of 1997 property tax data Market value trends. For many cities, the 1997 tax year marked the continua- tion of strong tax base growth which began in 1995. Chart A shows that, overall, real and personal property mar- Chart A Change in Total City Market Values ms P" 1996 to 1997 Peroast t7rp 10.7% 7.6% 6.1% 7.411 6.196 Rs namasNad Fmm odm Apar<msb C MMAnd TOM By Eric lillette ket values within cities increased by 7.4 percent from 1996 to 1997. This growth represents both new construc- tion and inflationary growth in existing property values. This overall increase was led by increases in residential homestead value, which increased 7.6 percent, and commercial /industrial value, which increased 8.1 percent from 1996 to 1997. All five broad classes of property showed overall growth again this year. Chart B shows that residential homestead market value increased to $93.7 billion in 1997 from $87.1 billion Chart B Total City Market Values Teas Payable 1898 to 1987 al~ Value in 9aamu 87.1 93.7 24.9 28.8 12.112. 9 1.1 1.3 Salo Rs Hounstrd Farm OMr Ap.unmbs COMM&M ■ lass o lss7 in 1996. Statewide, real and personal property market value in cities totaled $140.3 billion in 1996 -up from $130.6 billion the previous year. Tax capacity. Tax capacity repre- sents the actual tax base available for taxation after the state's property classi- fication system is applied to each property's market value. Chart C shows that, statewide, total tax capacity increased by 8.2 percent. The greatest increase was experienced by residential homesteads, which increased by 9.6 SEPTEMBER 1997 MINNESOTA CITIES "n 13 Chart C Change in Total City Tax Capsdty Tom Psya6M 1996 to 1997 Pmmd thmnge 9.6% 83% 8.5% 8.2% 9A% 4.s% Rs nonnobwd Fnm olhW Apnrhtwnt commMd TOW percent in 1997. All other broad clas- ses showed significant growth as well. Tax increment financing (TIF) cap- tured tax capacity was up by 8.3 per- cent from the 1996 level -due in part to the significant increases in commer- cial and industrial property values. Fis- cal disparity contribution tax capacity for cities in the seven -county metro area increased by 6.1 percent from 1996. However, the tax bill passed by the 1997 Legislature included lower tax rates for commercial and industrial property and a decrease in the state general education levy, so total state- wide TIF captured tax capacity and metropolitan fiscal disparity contribu- tion tax capacity are likely to decrease in 1998. Chart D (next page) illustrates the relative share of the tax capacity base contained in the five broad classes of property. These charts also indicate the approximate share of the actual tax burden paid by owners of these classes of property. Residential homestead tax capacity increased from 40.6 percent in 1996 to 41.2 percent in 1997. Chart D Total City Tax Capadtles Taxes Payable 1998 to 1997 40.6% 41.2% 12.1% 11 osx 0s11 - six 9"s 38.3% 36.4% 1998 1987 ❑ Res NnwW B Aprtneid IN Fare ❑ ComnAnd ■ Odw Although residential homestead property comprises two- thirds of the total market value, it provides approxi- mately 41 percent of the base for com- puting actual taxes. On the other hand, commercial and industrial property represents 18.9 percent of the total market value while it makes up over 38 percent of the tax capacity. City revenue sources. City certified property taxes, including the portion of the levy generated through the fiscal disparity program for cities within the seven -county metro area, increased by 6.9 percent over the 1996 levels (see Chart E). Local Government Aid (LGA) increased by 3.3 percent. Chart E Change in Major City Revenues Tam Payable 1998 to 1997 premt t2enae - 6.9% '•i7O 5.5% 3.3% 2.2% ■ L6A xaG Cree.a Wd Lar! sped levy Homestead and Agricultural Credit Aid (HACA) increased by 2.2 percent from the 1996 levels, as the Legislature re- stored cuts made to the program during the 1995 session. Overall, city revenues from city certified property taxes, LGA and HACA increased by five percent from 1996 to 1997. The portion of city property taxes generated through the fiscal disparities program increased by 5.5 percent, or approximately S4 million. 10 Chart F shows the actual dollars of revenue generated by these sources of city revenues in 1996 and 1997. City property taxes generated $729.6 mil- lion, or 56.9 percent, while LGA and Chart F Change in Major City Revenues Tax" Payable 1996 to 1997 Dears In M�6ra 72L6 682.6 as" 612.3 347.3 1aL9 160.0 19.1 7L3 74.2 LGA NACA Cart levy Dkt Levy Spmd Levy ■ 1896 ❑ 1997 HACA together provided $553 million, or 43.1 percent, of total 1997 property tax and state aid revenue. Information on other city revenue sources for this year will not be available until the state auditor's report on 1997 is available in 1999. Property tax bill Chart G shows the relative composi- tion of the average city property tax bill. Cities comprise 20.6 percent of the average total local property tax bill. On average, the property tax bill for other local units of government are: county (28.2 percent of the average total bill), Chart G Average Property Tax BM When the Tax Doers Go-Pay 1997 City 20.8 School 47.7% MY 28.2% Special 3.6% school districts (47.7 percent), and other local taxing authorities (3.6 per- cent). Chart H illustrates that for a home valued at $72,000, the average city property tax bill is $188, down slightly from $190 in 1996. For this amount, the homeowner receives services rang- ing from police and fire protection, to snowplowing and community parks. M I N N E S O T A C I T I E S P9 14 The total tax bill for this $72,000 home was $912 in 1997, down from $945 in 1996. The decline in average tax bur- den is explained primarily due to the increasing properr market values. Since the value of the average home- stead has increased more than the aver- age levy, the taxes on homes that have not increased in value will, on average, decline slightly. Chart H Tax Burden for a $72,000 Home Taxes Payabls 1996 to 1897 945 912 190 188 City Total ■ 1998 Cl 1997 A significant portion of the increase in city levies was due to a shift of $8 million in suburban transit levies from the Metropolitan Council to cit- ies. This $8 million, which is over 17 percent of the city levy increase, did not result in new taxes on property owners. It was merelv a shift of their tax burden from the Metropolitan Council levy to the city levy in certain cities. Property tax information The report represents a subset of the entire scope of property tax informa- tion collected annually by the League of Minnesota Cities. In addition to providing data in greater detail for all cities, we also maintain data on town- ships, school districts, and counties. If you have any suggestions for improve- ments to the report, or questions about the content of the report, please con- tact Eric Willette at (612) 281 -1200 or (800) 925 -1122. The payable 1997 property tax data for all cities is provided in a single, standardized format for all cities. The SEPTEMBER 1997 property tax data provided in this re- port is directly comparable to informa- tion provided in the September 1996, October 1995, October 1994, and No- vember 1993 issues of Minnesota Cit- ies magazine. Property tax reports pub- lished by the League from earlier years were provided in a slightly different format. The report is also available in a separate, stand -alone format from the League. This information has been assembled from a variety of sources, but is largely based on data that was collected and compiled by the Department of Rev- enue for the 1996 abstract of assessment of real and personal property and the 1996 abstract of tax lists. The League would like to thank the Property Tax Division of the Minnesota Department of Revenue and members of the House Research staff for their invaluable assis- tance in collecting this information and preparing this report. r Eric, Willette is legislative policy analyst with the League of Minnesota Cities. Unless otherwise noted, the data are computed from the 1997 abstract of tax lists prepared by the Minnesota Department of Revenue. 1996 population —the 1996 population estimate for each city prepared by the Metropolitan Council and the state demographer. Total tag capacity —the total tax capacity for taxes payable in 1997. Power line tax capacity —the net tax capacity of 10 percent of the 200 KV power line for taxes payable in 1997. Captured TIF tax capacity —the captured tax capacity within tax increment financing districts for taxes payable in 1997. Fiscal disparity contribution tax- capacity—the tax capac- ity contributed to the fiscal disparities program for taxes payable in 1997. Cities outside of Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, and Washington counties are not affected by this program. Beginning with taxes payable in 1998, cities in the taconite tax relief area will also have a fiscal disparities program. Taxable tax capacity —the taxable tax capacity for taxes payable in -1997. The taxable tax capacity is computed by subtract- ing the power line tax capacity, the captured TIF tax capacity, and the fiscal disparities contribution capacity from the total tax capacity of each city. This is the tax base used to compute the local tax rate. ' Fiscal disparity distribution tax capacity —the tax capacity received from the fiscal disparities program for taxes payable in 1997. Only cities located within Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, and Washington counties are affected by this program - Average tax rates— me columns provide the average 1997 .tax rates for county, city, school, and special districts within each city. Average tax rates are provided because the city may be overlapped by several school districts, counties, or special taxing districts. For example, portions of St. Cloud are located within Si:earns, Sherburne, and Benton counties and within the Sauk . Rapids (ISD #47) and the St. Cloud (ISD #742) school districts. Please note that the average total rate does not include market value -based referenda levies. Market value tag rates —these columns provide the average 1997 market value tax rates for cities, counties, and schools within each city. Beginning in 1993, newly - approved city and school ref- erenda levies were applied to the market value rather than the tax capacity of each parcel. For taxes payable in 1997, two counties, 18 cities, and 162 school districts imposed market value referenda levies. This is up from two counties, 15 cities, and 152 school districts in 1996. The column totals represent the average market value tax rates of only those cities that have market value levies. SEPTEMBER 1997 1997 LGA —the 1997 certified local government aid paid to each city. These amounts are before reductions for any tax in- crement penalties that may have been applied in 1997. Source: Department of Revenue spreadsheet. 1997 HACA —the certified 1997 homestead and agricul- tural credit aid paid to each city. These amounts are before reductions for any tax increment penalties that may have been applied in 1997. Source: Department of Revenue HACA calculations spreadsheet. 1997 city certified levy---the 1997 certified levy for each city. Source: 1997 abstract of tax lists and Department of Revenue fiscal disparity distribution levy spreadsheet. 1997 fiscal disparities distribution levy —the amount of 1997 city levy raised through the fiscal disparities program. Source: Department of Revenue fiscal disparity distribution levy spreadsheet. 1997 city net levy —the city levy actually used to compute the local tax rate. The net levy is computed by subtracting the fiscal disparity distribution levy (if applicable) from each city's certified levy. Tax base composition columns —these columns provide percentages of the local market value of real and personal prop- erty within various broad property classifications. Source: 1996 abstract of assessment of real and personal property. (Note: the 1996 property assessments are used for taxes payable in 1997.) 1. Residential homestead—all non - agricultural homestead property- 2. Apanment--one to three -unit apartments, 4+ -unit apartments, government housing land, Farmers Home Administration (FHA) buildings, Title 2, Minnesota Housing Finance Agency, and Section 8 buildings. 3. Famt —all agricultural homestead property, non - homestead agricultural property, and timber lands. 4. Commercial and industrials —all commercial and industrial property, and commercial and industrial enterprise -zoned property- 5. Othe"ublic utility, railroad, mineral, cabins, seasonal resorts, mobile home property, and personal property. Note —The township of Grant became a city in November 1996. The cities of Redwood Falls and North Redwood and the cities of Norwood and Young America consolidated for the 1997 tax year. M I N N E S O T A C I T I E S Pq 15 N 16 MINNESOTA CITIES SEPTEMBER 1997 Pg 16 II-- ,,.--- --- -...--- ... ---- --...---TAX BASE DATA-------- ----------------------- II--.- ...._.- NET TAX CAPACITY TAX RATES • - - --I 1996 Total Tax Powerline Captured Fiscal Disp Taxable Fiscal Disp Average Average Average Average Average Population Capacity Tax TIF Tax Contrib Tax Tax Distrib Tax County City School Special Total Capacity Capacity Capacity Capacity Capacity Tax Rate Tax Rate Tax Rate Tax Rate Tax Rate Crosby a - =2,139 743,173 0 14.392 0 728.781 0 28.17% 82.78% 48.18% 1.91% 159.02% Croselake ' ` -i` = 1.430 5,398,880 0 78,959 0 5,317.921 0 27.53% 13.14% 43-r" 0.16% 84.33% Crystal 23,667 13.007,904 0 1297,343 1,166.691 10.543.870 3,344,785 35.51% 25.80% 63.76% 727% 132.34% Currie - _, _ .:. 294 56.983 0 0 0 56.983 0 39.46% 47.38% 4626% 020% 133.309/6 Cuyuna 206 83,231 0 0 0 83231 0 27.53% 31.24% 49.03% 1.92% 109.71% Cyrus 329 65.504 0 0 0 65,504 0 43.83% 40.68% 3424% 5.92% 124.67% Dakota 354 87,194 0 0 0 87,194 0 40.99% 34.71% 53209/6 0.83% 129.74% Dalton 237 60.140 0 0 0 60,140 0 37.92% 27.78% 50.13% 0.0096 115.83% Danube 559 131,031 0 0 0 131,031 0 28.04% 57.369/. 34.81% 0.21% 120.43% Danvers rH `_ -�' 104 53,026 0 0 0 53,028 0 54.87% 28.45% 50.15% 0.40% 133.86% Darfur - - - 152 34.578 0 0 0 34,578 0 47.59% 4828% 56.31% 0.18% 152.34% Darwin - _ 243 79.879 0 0 0 79,879 0 42.15% 3.81% 61.71% 022% 107.88% [)Saw _ 1,134 501,593 .0 4,509 0 497,084 0 41.50% 50.42% 5839% 022% 150.53% Dawson 1.620 623.373 0 20.102 0 603,271 0 33.76% 54.92% 32.85% 1.66% 123.199/. Dayton 5.058 3.031,176 0 155.591 234.124 2,641,461 575.699 35.45% 31.09% 57.44% 3.05% 127.04% De Graff 140 33.420 0 0 0 33.420 0 55.23% 37.61% 50.51% 0.4096 143.76% Deephaven 3.681 6.739,940 0 148.529 123.830 6,467.581 148,239 35.51% 11.95% 78.42% 7.38% 133.26 Deer Creek 305 65.923 0 0 0 65.923 0 37.74% 46.579/6 50.38% 0.009; 134.69% Deer River `- - - = we 222,494 0 0 -0 222,494 0 4123% 95.94% 41.05% 0.17% 178.399/6 Deerwood 525 401,905 0 32,788 0 369,117 0 27.34% 46.98% 48.79% 1.92% 125.02% Delaro 3.125 2241.869 0 89,849 0 2,152,020 0 28.76% 15.33% 59.79% 0.00% 103.89% Delavan . _ 234 70,798 0 0 0 70,798 0 33.77% 88.95% 47.01% 0.199/6 167.92% Delhi" 68 27,228 0 0 0 27.228 0 41.79% 33.05%. 47.58% 0.20% 122.63% Dellwood 918 2.331,373 0 0 72,558 2258.815 28,970 28.25% 12.72% 59.84% 5.28% 106.09% Denham 40 27,494 1.326 0 0 26,168 0 49.84% 17.37/ 63.68% 0.23% 131.12% Dennison 149 69,930 0 0 0 69,930 0 28.31% 14.890/6 6029% 0.495. 103.98% Dent 197 46,197 0 0 0 46.197 0 38.22% 16.23% 62.80% 2.149% 119.39% Detroit Ialass = 7,324 5,135,960 0 404,792 0 4,731,168 0 55.54% 2034% 573" 0.73% 133.91% Dexter 304 79.323 0 14,476 0 64,847 0 33.35% 41.17% 5135% 0.84% 126.71% Dilworth 2,992 1.053.378 0 267,550 0 785.828 0 53.04% 35.93% 65.14% 1.80% 155.92% DodgeConW - _- ._ 2,117 1,105.780 0 238,757 0 867,023 0 35.39% 62.60% 6626% 0.00% 16424% Donaldson 44 44,720 0 0 0 44.720 0 25.08% 15.61% 6724% 1.81% 109.74% Donnelly 229 58.331 0 0 0 58.333 0 42.08% 32.81% 49.08% 0.47% 124.45% Doran 72 8.979 0 0 0 8.979 0 43.36% 68.579/6 54.66% 2.51916 169.09% Dover 438 124,223 0 0 0 124223 0 40.75% 25.94% 59.03% 0.00% 125.72% Dovray 56 37,524 0 0 0 37.524 0 41.50% 12.599/6 50.02% 020% 104.31% Duluth - "°r"7 ^^ 85.511 44,504,898 0 7,364,642 0 37,140256 0 5521% 21.92% 52.66% 2.57% 132.56% Dumont = _ 122 33.359 0 0 0 33,359 0 39.70% 7327% 58.31% 0.60% 171.88% Dundas 480 391.769 0 147,745 0 244,024 0 33.94% - 29.65% 58.12% 0.00% 121.71% Dundee _ 102 10,682 0 0 0 10.682 0 32.16% 84.19% 57.87% 0.19% 17420% Dunnell 213 44.795 0 0 0 44,795 0 27.67% 80.14% 48.36% 020% 156.37% Eagan 57.757 67,548,521 0 324,859 10,954,179 56269.483 5,186.734 25.72% 24.59% 59.74% 2.75% 112.81% Eagle Bend 525 117,135 0 0 0 117,135 0 62.61% 43.30% 48.71% 0.16% 154.78% Eagle lake 1775 494.730 0 0 0 494,730 0 37.72% 2520% 54.39% 0.19% 117.509/, East Bethel 9,172 4,492.404 0 0 280,347 4212,057 1,166293 30.09% 23.07/6 58.50% 2.02% 113.69% East Grand forks " "' 9.003 3.902.464 0 132,257 0 3.770,207 0 42.82% 37.01% 44.17% 3.01% 127.01% East Gull false - - - _. 858 2.657,011 0 0 0 2.657,011 0 36.34% 7.72% 54.92% 0.16% 99.14% Easton 220 84,843 0 0 0 84,843 0 35.99% 54.93% 51.15% 0.19% 14226% Echo :µ's u -- 296 61203 0 0 0 61,203 0 58.13% 8333% 46.87% 0.42% 188.74% Eden Prairie 47.840 81.496.702 0 185.039 12.017,336 69,294,328 2.991.497 35.52% 26.21% 65.46% 4.70% 131.89% Eden Valley 727 268.761 0 6.967 0 261,794 0 40.42% 39.81% 57.35% 0.44% 138.01% Edgerton 1.116 401.770 0 16.858 0 384,912 0 59.70% 37.24% 42.74% 020% 139.87% Edina 47.029 91,586.990 0 5.517,147 8.385.638 77,684,204 2.402.957 35.51% 15.63% 58.42% 7.44% 117.01% Effie 110 21,138 0 0 0 21,138 0 45.57/6 0.00% 56.77% 20.42% 122.76% 240 - 86.769 0 0 - 0 86,769 0 41:17% 32.48% 48.68% 0.00% 122.32% Elba = 229 40,358 0 0 0 40.356 0 41.01% 12.85% 45.79% 0.83% 100.48% Elbow l.ako - '. ."' ' 1,181 369.612 0 0 0 369,612 0 44.70% 82.199/6 5424% 0.93% 182.06% El". ; _ �` *•` __ =' 776 246,868 0 0 0 246,868 0 5421% 52.95% 61.91% 0.58% 169.65% Elizabeth 164 22,922 0 0 0 22.922 0 37.93% 39.97% 50.09% 0.00% 127.99% Elk River 14.019 12.251.909 0 326,877 0 11,925.032 0 24.39% 24.68% 62.36% 1.33% 112.77% Elko 280 150.288 0 0 10,111 140,177 28,764 41.401/6 4227/ 62.06% 2.01% 147.73% Elkton 137 40,718 0 3 0 40,715 0 42.50% 22.35% 60.83% 0.84% 126.52% Ellendale 559 196,745 0 0 0 196,745 0 35.19% 19.709/ 66.16% 0.00916 121.06% Ellsworth ^ '= ms's - 578- 98.102 0.... _-TO = 0' 98.102 0 29.83% 6726% 4861% 1.48% 147.17% Ehndab : - . • :: -__° 129 33.113 0 0 0 33,113 0 56.54% 22.95% 46.74% 0.42% 126.65% Etrrrore 694 117,934 0 0 0 117.934 0 2722% 75.3096 38.56% 0.19% 14127% FJroea ^., _ x, � _ _.. 208 81.341 0 0 0 . 81.341 0 35.88% 32.56% 75.71% 1.5396 145.69% Ely 3,892 943,933 0 58,161 0 885,772 0 48.92% 74.67% 44.86 % 0.5596 169.01 Elysian 462 184,814 0 1,324 0 183,490 0 37.37/, 69.78% 44.22 % 0.18% 151.56 Emily 719 859.827 0 0 0 859.827 0 27.53% 28.52% 49.02% 1.92% 106.99% Emmons 432 100.665 0 0 0 100,665 0 41.35% 14.46% 41.79% 0.00% 97.59% Erhard 175 30.143 0 0 0 30,143 0 38.21% 29.379% 49.44% 8.11% 125.14 Erslmis' ° ' ^ '_71_"' 425' 110,002 0 ' - ­0 - -- 0 ' 110.002 0 42.10% 102.07% 9121% 4.69% 240.07% Evan 83 18.333 0 0 0 18,333 0 4026% 2553% 56.02% 0.199/6 122.01% Evansville- -_- 569 151,243 0 11,741 0 139502 0 42.95% 32.72% 49.18% 0.47% 12531% Eveleth _ 4,003 1,005,111 0 39,826 0 965285 0 46.03% 59.88% 32.61% 0.55% 139.069/6 Excelsior 2.361 2,563,982 0 0 196,280 2,367,702 204,946 35.51% 23.79% 78.42% 7.47% 145.19% Eyota 1,560 457,520 0 0 0 457,520 0 40.39% 26.48% 58.599/6 0.00% 125.46% Fairfax 1.334 344,547 0 1,539 0 343,008 0 28.99% 48.10% 47.01% 0.21% 124.32 Fairmont 11.337 5.130.556 0 417,236 0 4,713,320 0 31.52% 28.77/ 56.82% 0.20% 117.30% Falcon Heights 5,384 3220.659 0 180,885 135.185 2,904,589 688,702 4423% 16.11% 74.95% 5.26% 140.54% FanbsWt- °- � +�=- -,:r= 18.838 8,790,598 0 752.647 " 0 8,037,949 0 31.63% 26.61% 72.49% 1.82% 132.75% FannbgM 8,770 5,535,693 0 539,779 328,102 4.669,812 947,376 25.68% 34.90% 61.90% 1.93% 124.41% Farwell _ 72 8,108 0 0 0 8,106 0 46.41% 37.69% 60.76% 0.0096 144.86% Federal Dam _ ` _s -- 113 34281 0 0 0 34281 0 36.34% 1221% 4734% 0.16% 96.04% Felton 205 52,774 0 0 0 52,774 0 53.55% 19.88% 66.67/ 2.95% 143.06% Fergus Falls 13.079 7,385.435 0 620,185 0 6.765.250 0 37.30% 29.07% 50.37% 0.60% 117.33% 16 MINNESOTA CITIES SEPTEMBER 1997 Pg 16 SEPTEMBER 1997 MINNESOTA CITIES 17 pq 17 ------------• MVTAXRATES ------- AND LEVY DATA ------------------ --- 11-- ---- --- --TAX BASE COMPOSITION ------ - Average Average Average 1997 1997 1997 1997 1997 Percent MV Percent MV Percent MV Percent MV Percent MV County MV City MV School MV City City Certified FD Dist City Net Residential Apartments Farm Commercial Other Tax Rate Tax Rate Tax Rate LGA HACA City Levy Levy Levy Homestead Industrial Classes Crosby ``3 - " . 0 0 0 370 380 120.91 7 603283 0 6032 93 67.37% 9327E 029% 14.43% 8.86% Croeslalae 0 0.02416% 0 0 51,677 698,703 0 698,703 32.99% 157% 0.74% 3.32% 6139% Crystal 0 0 0 1,922,076 1,045,857 3.599,423 8'79210 2,720213 79.17% 7.92% 0.00% 11.60% 1.32% Currie =. - -0 0, 0. 43.905 12,990 27,000 0 27,000 71.75% 641% 4.53% 12.96% 4.751/6 Cuyuna 0 0 0 19,851 6,702 26,001 0 26,001 59.66% 4.82% 5.59% 1.97% 27.96% Cyrus 0 0 0.13978% 46,396 11,095 26,647 0 26.647 70 -14% 10.77°/ 0.08% 14.45% 4.56% Dakota 0 0 0 7,954 15,972 30.269 0 30,269 89.709/. 3.50% 0.26% 2.35% 4.20% Dalton 0.00743% 0 0.05224% 30.300 7,592 16.708 0 16,708 72.70% 9.36% 2.08% 10.68% 5.18% Danube 0 0 0 98.446 53,926 75,165 0 75.165 73.44% 5.40°/6 4.80% 11.11% 525% Danvers.'.'.`._ -" 0 0 0.00390% 11,586 5,110 15,084 0 15,084 51.14% 0.50% 7.32% 24.57% 16.48% Daft 0 0 0 14,929 8,313 16,687 0 16,687 48.48% 2.78% 13.00% 33.16% 2.59% Darwin 0 0 0.00004% 4,137 2,958 3,043 0 3,043 60.83% 10.57% 16.51% 7.31% 4.78% Deasel:., -_ __ ; _ .0 0 0.04606% 166,073 98,751 250,835 0 250,635 65.73% 9.48% 153X, 20.18% 3.08% Dawson 0 0 0.02883% 361,474 143.989 331,310 0 331,310 60.07% 8.45% 0.95% 25.30% 5.23% Dayton 0 0 0.03887% 40,098 192,105 993.122 171,812 821.310 77.99% 2.70% 10.371/6 7.20% 1.75% De Graff 0 0 0.00392% 4,251 886 12.568 0 12.568 49.31% 4.13% 27.33% 7.72% 11.51% Deephaven 0 0 0 0 218.089 791,523 18.906 772,617 91.469% 4.47% 0.00% 2.01% 2.05% Deer Creek 0.00741% 0 0.06018% 31,471 15,667 30,699 0 30,699 53.06% 9.32% 25.00% 9.68% 2.94% Deer River ' _ 0 0 0 161,468 66,719 213,471 0 213,471 62.3D% 10.39% 0.00% 19.66% 7.66% Deerwood 0 0 0 68,172 32,128 173,404 0 173,404 51,32% 13.19% 0.10% 20.60% 14.79% Oetaro 0 0 0.06247% 374,588 119,338 330,012 0 330,012 71.19% 9.78% 0.52% 17.43% 1.10% Delavan._ . .•. �_,... :0 :_ - 0 _. .. - - 0 43,742 27,172 61,561 0 61.561 48.33% 421% 19.32% 24.70% 3.45% Delhi 0 0 0 13,509 2,921 9,000 0 9,000 26.46% 4.03 % 35.89% 30.51% 3.11% Dellwood 0 0 0.15920% 0 41,515 291,341 3.929 287,412 85.17% 5.58% 1.68% 3.32% 4.25% Denham 0 0 0.06607% 0 255 4,545 0 4,545 37.38% 6.14% 18.75% 1.33% 36.40% Dennison 0 0 0.09118% 18.581 4,906 10,414 0 10.414 55.14% 6.67% 23.36% 13.97% 0.85% Dam 0.00742% 0 0 13.013 2,760 7,500 0 7,500 72.55% 7.289/6 0.86% 16.42% 2.89% Detroit Lakes - 0 0 0.04537% 1,174,158 311,144 962,414 0 962,414 52.54% 12.79% 0.49% 25.91% 827% Dexter 0 0. 0 59,911 301189 28,695 0 26,695 56..82% 2.09% 18.70% 1927% 3.12% Dilworth 0 0 0 468,072 78.541 282356 0 282,356 68.89% 8.96% 0.59% 15.51% 6 -06% Dodge Center „, -r��,. 0 0 0 346,573 112299 542,722 - 0 542,722 583396 7.17% 0.71% 29.80% :3.99% Donaldson 0 0 0 1,649 1,946 6.979 0 6,979 17.90% 5.75% 17.47% 0.98% 57.90 Donnelly 0 0 0.04036% 25.149 12,125 19.140 0 19,140 54.74% 2.78% 28.27% 5.88% 8.33% Doran 0 0 0 5.834 1,584 6,157 0 6,157 63.45% 5.221/6 15.28% 0.67% 15.37% Dover 0 0 0 53.504 12.344 32226 0 32,226 76.97°/6 9.13% 5.45% 6.09% 2.35% Dovray 0_ .,, 0 0 7,604 1,874 4,726 0 4,726 39.41% 3.07% 7.49% 45.69% 4.34 -_� Dud 0 0 0.06098% 18,545,476 5,368,687 8,139,857 0 8,139.657 66.77% 12.06% 0.02% 16.83% 4.32% Dumord 0 0 0 19.946 3,859 24,441 0 24,441 49117% 2.93% 20.66% 24.57% 2.67% Dories - - 0- 0 0.09427% 33.640 21,343 72358 0 72,358 5534% 2.36% 6.48% 32.92% 2.90% Dundee::.._,_�- - ".­0­r, A - -., .. -0 8.666. 2.007. &M. 0 8.993 68.12% 4.07% 18.71% 9,0096 0.10% Dunnell 0 0 0 34,635 10,262 35.900 0 35,900 47.889/. 3.74% 7.45% 37.99% 2.94% Eagan 0 0 0.08071% 0 1,641,042 15,128,402 1292.771 13.835,631 ." 68.96% 7.77% 0.321/6 21.27°/6 1.68% Eagle Bend 0 0 0 137,163 38,312 50,725 0 50,725 68.54% 10.57% 2.571/6 13.18% 5.15% Eagle Lake 0 0 0.03946% 143,932 69,321 124,691 0 124,691 86.74% 5.64% 1.00% 5.35% 1.27% East Bethel 0 0 0.03517% 115,502 161,898 1,200,029 228,349 971,680 82.681/6 4.36% 5.22% 4.16% 3.58% East GrandForks'� -�" - .0 0 0.06529% 1,549,617 461,630 1,395,542 0 1,395.542 71.18% 929% 1,69% 16.60% 127% East Gull Lake 0. 0 0 0 11,962 205,093 0 205,093 3321% 1.36% 037% 1.94% 63.12% Easton 0. 0 0.12998% 38274 22,028 46,601 0 46,601 4238% 3.81% 17.88% 32.79% 3.13% Echo %'_..... ---i = . - -0.-.. • 0 0.10639% .76.169- 25,702 51,000 0 51,000 52.40% 7.01% 17.04% 19.60% 3.95% Eden Prairie 0 0.01301% 0.00017% 0 645.970 18.962258 796,750 18.165.508 67.55% 9.839/6 0.53% 20.50% 1.59% Eden Valley 0 0 0.06055% 143,681 42,152 104,231 0 104,231 63.51% 9.23% 2.40% 20.67% 4.19% Edgerton 0.02148% 0 0 148,671 70.957 143.326 0 143.326 72.19% 6.61% 2.50% 16.82% 1.87% Edina 0 0.01659% 0.08307% 0 956.224 12,531.361 392.427 12,138,934 73.30% 7.8696 0.00% 18.12% 0.73% Effie 0 0 0 981 0 0 0 0 62.10% 13.36% 6.44% 8.21% 9.89% _ Eitren _ _ 0 0 0.03582% 14,937 31,883 28,180 _ 0 2&180 69.76% 3.40% 4.64% 20.33% 1.87% Elbe =- 0` ": 0 0 3.351 2200 5,186 - 0 5,186 82.61% 1.35% 8.94% 4.69% 2.41% Elbow Lake - 0 0 0 263,773 62.250 303,791 0 303,791 69.01% 8.04% 1.0D% 1933% 2.62% 0. -. 76M 4&826. 130.706- . -0 130,706 80 -14% 925% 1.05% 7.62% 1.94% Elizabeth 0.00739% 0 0.05228% 21.287 5201 9.162 0 9.162 83.89% 6.25% 1.79% 6.27% 1.80% Elk River 0 0 0.05274% 255.719 601246 2.943.455 0 2,943.455 58.89% 8.70% 7.31% 18.71% 6.39% Elko 0 0 0.05963% 2,710 21.146 70,333 11,083 59.250 79.72% 2.75% 9.88% 5.84% 1.81% Elkton 0 0 0 13,638 8,359 9.100 0 9,100 49.63% 3.13% 34.72% 9.62% 2.90 Ellendale_ 0 0 0 80,027_ 27,553 38,763 0 38,763 74.35% 4.45 %_. 3.91% 14.81% 2.47% Ellswcft ; = -- r'' ` ' b -~ 0 0.13468% 96,981 30515 65,985 0 65,985 76.94% - 4.73% 3.68% 11.93% 2.74% El deb ' ` °" 0 0 028084% 2.326 5,466 7599 0 7,589 26.68% 3.89% 5959% 5.43% 4.43% Elmore ' 0'- -0 -0 158.128 68,041 88,807 0 88.807 64.41% 8.13% 8.88% 16.91% 3.67% Ekosar.:: -. -_T _-..,d -- _ 0 0.04447% - 7.889 12.274 26488 - 0 26.488 67.65% 358% OA2% 21.88% 6.89% Ely 0 0 0 974,728 316.340 661,379 0 661,379 71.53% 9.14% 0.10% 16.851% 2.38% Elysian 0 0 0.03474% 105,621 40,613 128,045 0 128.045 61.44% 5.18% 0.23% 5.85% 27.30% Emily 0 0 0 5,042 59,461 245.200 0 245.200 38.22% 1.87% 3.73% 2.81% 53.36% Emmons 0 0 0.135179/ 72,903 14,898 14,555 0 14,555 74.86% 9.08% 4.90% 9.22% 1.94% Erhard 0.00744% 0 0 11,854 2.827 8,853 0 8,853 77.69% 3.84% 2.88% 13.31% 2.08% Erskine _ 4°' r 0 -0 �- '- '0 5822 24259 112280 0 112280 56.35% 12.W% 0.12% 2425% 6.7896 Ever;-,,- - ? ';nri ,' ;'m 0 ,, .0 _0 3.716 3.830 4,681 0 4,681 26.79% 227% 62:81% 5.76% 2.57% Evensvi8e _- _ "': `* ::; _ 0 0 0 92,181 15,897 45,639 0 45,639 62.97% 20.57% 1.50% 10.6096 4.35% EvMethc�.::_. -t, 0-�- - 0 007138% 1.198,795 350.370 578,003 0 578.003 69.49% 11.32% 0.00% 13.12% 6.08% Excelsior 0 0 0 150.083 146.925 611,873 48,644 563,229 60.32% 20.48% 0.00% 17,21% 1.98% Eyota 0 0 0 110.184 92.467 121.142 0 121,142 85.57% 6.14% 2.34% 4.21% 1.73% Fairfax 0 0 0 238,661 107,255 165,001 0 165.001 70.18% 10.65% 4.66% 13.90% 0.61% Fairmont 0 0 0 2,233.857 523.357 1,355,847 0 1,355.847 68.00°/6 6.75% 2.67% 21.33 % 1.25% Falcon Heights 0 0. 0. 201,450 162,699 577,317 109,387 467,930 84.86% 7.06% 0.16% 6.90% 1.01% -. Fadbeull • • 0..., 0 0.14360% 3,554,806 728.633 2,155215 0 2,155215 73.03% 8.52% 0.8796 15.45% 2.0396 Farmigton - 0' ' 0 0.07401% 386.249 383,304 1,959,344 329,393 1,629,951 79.78% 7.3996 2.10% 7.47% 32696 FerwM .- 0 0 0.03457% 16,317 2,045 3,055 0 3,055 63.95% 6.87% 12.54% 3.42% 1321% Federal Dam . _ _�_,_ - :. 0_,..., 0 0.05697% 3,034 815.' 4,185: 0 4,165 48.48% .9.42% 3.74% 25.91% 12.46% Felton 0 0 0 30.328 8.008 10,493 0 10.493 55.91% 5.66% 18.44% 6.88% 13.11% Fergus Falls 0.00743% 0 0.05224% 2,624.039 456.242 1,966,322 0 1.966.322 60.51% 9.23% 0.43% 17.65% 12.18% SEPTEMBER 1997 MINNESOTA CITIES 17 pq 17 4.:. , SECTION 4 - REPORT ON THE COMMERCIALANDUSTRIAL ASSESSMENT Page 19 - 24 - Report on the Assessment - Commercial/Industrial This report contains the following data: County Ratio Study - compares the total Hennepin County Ratio Study to the City of Edina Ratio Study for the time period 10/1/96 - 9/30/97. 1998 Projected C/I Values - reported by segment. 1998 Projected Apartment Values reported by segment. Direct Ratio Study - ratios which reflect actual 1998 values placed on sold properties (10/1/96 - 9/30/97) compared to their sale price. Segmented Ratio Study - ratios which reflect 1998 values (determined by segment change) applied to the 1997 sold property value and then compared to that properties sale price (10/1/96 - 9/30/97). Inferred Ratio Study - ratios which reflect 1998 values (determined by property type rowth) applied to the 1997 sold property value and then compared to that properties sale price (10/1/96 - 9/30/97). Assessment Quality , as dictated by the Department of Revenue and other sources, requires that there be uniformity among strata and that our ratios fall between 90% and 105% of market value. In addition, Income - producing properties should have coefficients of dispersion 20.0 or less, and in larger, urban jurisdictions, 15.0 or less. Other real property (commercial/industrial) should have coefficients of dispersion which reflect the nature of the properties, market conditions, and availability of reliable market indicators. The following statistics indicate that the overall commercial/industrial assessment is good. Page 25 - Commercial / Industrial Assessment District Map Page 26 - 29 - Real Estate Sales Articles '. City of Edina vs Hennepin County CA Ratio Studx 10/96 - 9/97 Commercial - Industrial Sales as of 12/03/97 Commercial - Industrial Apartments 3/24/98 Pq 19 Number of Sales 14 121 Median Ratiio 90.40% 88.30% Mean Ratio (Average) 86.30% 86.30% Aggregate Ratio 92.50% 85.10% Coef. of Dispersion 8.5 13.3 Apartments 3/24/98 Pq 19 1998 C/1 ASSESSMENT RECAP -1997 TO 1998 :.:P �oPa! ................... .... .:.:.:..:.:.:.:.:.......::... :: T.. ' ' :::::::::::::::::::::::: e ...................... .... • :::::::::::::::.:..:.:.:.:..: Vafii- >:> .I.- ::::t... 8..8... a.ue .. .............................:. .. ...................Ya >New Coest .•.•..•....At�lfar .:...:.:.:.:.:..:.:..:.:.:.:.:. r: Chrig;> ........,. •..... •::::::::::...... arif e::::: v�ritt ►out .:...:................. ... . ;Afeew Const:: r .:....:.............. .. n� ..:.:.:,.....: ::. . . .Cling. Change ::: Golf Courses $6,676,000 $6,995,000 4.78% $319,000 $6,895,000 1 3.28% $219,000 Banks $16,578,800 $17,736,000 6.98% $1,157,200 $17,736,0001 6.98 %1 $1,157,200 Department Stores $40,588,400 $41,061,900 1.17% $473,500 $41,061,900 1.17 %1 $473,500 Discount Stores $11,915,100 $12,511,300 5.00% $596,200 $12,511,300 5.00° /ai $596,200 Storage Garage $565,400 $581,000 2.76% $15,600 $581,000 I 2.76 %1 $15,600 Nursing Homes $2,968,700 $3,056,400 2.95% $87,700 $3,056,400 2.95 %; $87,700 Hospitals $625,900 $625,900 0.00% $0 $625,9001 0.00 %1 $0 Hotels $7,396,500 $9,567,800 29.36% $2,171,300 $9,567,800 29.36 %! $2,171,300 Laundromats I $527,8001 $553,500 4.87% $25,700 $553,500 4.87 %I $25,700 Medical Office Buildings $40,757,000 $43,038,600 5.60% $2,281,600 $43,038,600 5.60 %' $2,281,600 Mortuarys $2,660,6001 $2,744,000 3.13% $83,400 $2,744,000 3.13 %I $83,400 Office Buildings $287,062,700 $349,987,600 21.92% $62,924,900 $332,359,000 15.78 %i $45,296,300 Parking Structures $2,445,400 $2,567,600 5.00% $122,200 $2,567,600 5.00 %1 $122,200 Post Office $664,100 $697,300 5.00% $33,200 1 $697,300 I 5.00 %I $33,200 Fast Food Restaurants $2,239,800 1 $2,351,800 5.00% $112,000 $2,351,800 5.00%1 $112,000 Restaurants $3,985,500 $4,264,300 7.00% $278,800 $4,264,300 7.00 %1 $278,800 Retail Stores $43,240,200 1 $45,967,900 I 6.31% $2,727,700 $45,497,900 5.22 %! $2,257,700 Theaters $7,884,000 $8,120,500 3.00% $236,500 $8,120,500 3.00 %I $236,500 Veterinary Hospitals $314,300 $330,100 5.03% $15,800 $330,100 5.03 %! $15,800 Mini - Storage Warehouse Parking $620,000 $652,900 5.31% $32,900 $652,900 5.31 %! $32,900 Industrial Engineering $1,628,400 $1,661,000 2.00% $32,600 $1,661,000 2.00 %1 $32,600 Storage Warehouse $21,297,300 $22,465,400 5.48% $1,168,100 $22,465,400 5.48 %1 $1,168,100 Distribution Warehouse $39,137,100 $43,890,100 12.14% $4,753,000 $43,890,100 12.14 %1 $4,753,000 Service Stations $1,669,400 $1,716,500 2.82% $47,100 $1,716,500 2.82 %i $47,100 Automotive Center $889,700 $984,100 10.61% $94,400 $984,100 10.61%! $94,400 Neighborhood Shopping Center $7,276,200. $7,739,800 6.37% $463,600 $7,739,800 6.37 %i $463,600 Community Shopping Center $39,804,200 I $47,062,400 18.23% $7,258,200 $47,062,400 18.23 %1 $7,258,200 Regional Shopping Center $113,822,000 $100,415,900 - 11.78% ($13,406,100) $100,415,900 - 11.78 %I (S13,406,100) Indoor Tennis Club $2,002,300 $2,002,300 I 0.00% $0 $2,002,300 0.00 %I $0 Convenience Market w /fuel sales $646,400 $646,400 0.00% $0 $646,400 0.00 %; $0 Mini -Lube Garage $145,000 $155,100 6.97% $10,100 $155,100 6.97 %i $10,100 Day Care Centers $3,262,700 $3,397,500 4.13% $134,800 $3,397,500 1 4.13 %1 $134,800 Car Wash $1,262,600 $1,301,000 3.04% $38,400 $1,301,000 3.04 %I $38,400 Dental Clinic Office $431,500 $485,800 12.58% $54,300 $485,800 12.58 %I $54,300 Supermarkets $23,417,600 $27,057,900 1 15.55% $3,640,300 $24,691,300 5.44 %1 $1,273,700 Auto Dealerships $1,880,000 1 $1,936,400 1 3.00% $56,400 $1,936,400 1 3.00 %I $56,400 Industrial Light Manufacturing I $74,422,400 $83,035,300 I 11.57% $8,612,900 $82,585,300 1 10.97% $8,162,900 Laboratories $1,968,400 $2,065,000 i 4.91% $96,600 $2,065,000 j 4.91 %I $96,600 Broadcast Facilities 1 $2,980,200 $3,101,700 I 4.08 %1 $121,500 $3,101,700 4.08% $121,500 Service Repair Garages 1 $834,000 j $910,100 9.12 %1 $76,100 $910,100 9.12 %. $76,100 :FOt81& ::::::::::'::::::::::: 1:::$81893600 i •.•.•..• .............. •.•.............:.............; ::: $ 905�4Q7i100 :::1t:C12 %�:::$86�94�:bOQ: ..:... ............r.................. :::$8$4.25900 ::: ..... 32,300: New Construction .............................. ........... •.. •...... . ........•.•.•.•............ �:::` $21,015,200 .................... RRP Pg 20 3/24/98 1998 Apartment Assessment Recap -1997 to 1998 ..................................................... ....................... .... ................................................................... ...... .............. ....... ........ ........ ............. .. ... ........... ... .. ... .......... ...................... ...................... ...................... b...... ............ .. ............. .... ...... ....... ..... ...... ................... ................... . ........ ............ ................................................. ............................. ............. ....... ... .. . ..... . ............ 4/5 Units $1,613,400 $1,635,100 1..34% $21,700 $1,635,100 1.34% $21,700 6-11 Units $4,363,700 $4,537,700 3.99% $174,000 $4,537,700 3.99% $174,000 Class D $8,006,700 $8,279,900 3.41.% $273,200 $8,279,900 3.41% $273,200 Class C $11,516,200 $12,386,800 7.56% $870,600 $12,386,800 7.56% $870,600 Class B $54,009,800 $61,888,700 14.59% $7,878,900 $61,888,700 14.59% $7,878,900 Class A $44,103,700 $53,444,200 21.18% $9,340,500 $53,444,200 21.18% $9,340,500 Senior Housing $49,194,300 $51,464,200 4.61% $2,269,900 $51,464,200 4.61% $2,269,900 Nursing Homes $2,968,700 $3,114,600 4.91% $145,900 $3,114,600 4.91% $145,900 Rental Townhomes $6,763,100 $7,101,300 5.00% $338,200 $7,101,300 5.00% $338,200 Total $182,539,600 $203,852,500 11.68% $21,312,900 $203,852,500 11.68% $21,312,900 New Construction $0 1 1 1 1 3/24/981, cn 3/24/98 02:45 PM Direct Ratio 1998 value change on 10/96 - 9/97 C/I Sales Ratio Study and results ...... . ............ .......... ........... ...........Saes ................. . ........ .... . ...................... ...... . ...... ... ............ . ........ . . . 90.41% Median Ratio 08-116-21-11-0023 406A $1,200,000 $1,099,600 91.63% Coefficient of Dispersion $1,209,500 100.79% 08-116-21-44-0018 494C $2,365,000 $2,166,100 91.59% $2,339,400 98.92% 09-116-21-23-0012 494B $3,900,000 $2,810,500 72.06% $3,685,400 94.50% 09-116-21-24-0027 344C $959,300 $896,300 93.43% $1,029,900 107.36% 30-117-21-23-0031 344C $180,000 $162,800 90.44% $195,400 108.56% 30-117-21-23-0034 344C $135,000 $122,000 90.37% $146,400 108.44% 31-117-21-23-0046 407A $4,675,000 $3,725,700 79.69% $4,284,500 91.65% 29-028-24-32-0009 414 $113,580,892 $1.12,000,000 98.61% $103,098,500 90.77% 31-028-24-11-0082 342 $950,000 $914,400 96.25% $914,400 96.25% 31-028-24-33-0016 494E $830,000 $630,200 75.93% $784,400 94.51% 31-028-24-41-0009 494B $850,000 $847,400 99.69% $932,100 -109.66% 32-028-24-34-0025 332 $9,500,000 $7,069,500 74.42% $9,205,600 96.90% 09-116-21-24-0029 344C $1,190,450 $936,600 78.68% $1,123,600 94.38% 09-116-21-24-0032 344C $809,550 $637,000 78.69% $764,100 94.39% Sales Compared to 1997 Values Mean Ratio (Average) Median Ratio Aggregate Ratio Coefficient of Dispersion Number of Sales $141,125,192 $134,018,100 $129,713,200 14 Sales Compared to 1998 Values 86.53% Mean Ratio (Average) 99.08% 90.41% Median Ratio 96.58% 94.96% Aggregate Ratio 91.91% 8.83 Coefficient of Dispersion 5.49 14 3/24/98 02:45 PM 'Segmented Ratio 1998 value change on 10/96 - 9/97 C/I Sales Ratio Study and results Sales Compared to 1997 Values Mean Ratio (Average) Median Ratio Aggregate Ratio Coefficient of Dispersion Number of Sales $141,125,192 $134,018,100 Sales Compared to 1998 Values 86.53% .::.:........... : * ...:c .... ....... , .......... ... .. .............. :. ..... .... . . ......... ...... . ............ ....... ......... ...... .. . .. .. o 9 . .. ... :.:..::.:..'..S .A 0169t ...................... ....... Coefficient of Dispersion 08-116-21-11-0023 406A $1,200,000 $1,099,600 91.63% 9.00% $1,198,600 99.88% 08-116-21-44-0018 494C $2,365,000 $2,166,100 91.59% 6.00% $2,296,100 97.09% 09-116-21-23-0012 494B $3,900,000 $2,810,500 72.06% 17.00% $3,288,300 84.32% 09-116-21-24-0027 344C $959,300 $896,300 93.43% 24.00% $1,111,500 115.87% 30-117-21-23-0031 344C $180,000 $162,800 90.44% 24.00% $201,900 112.17% 30-117-21-23-0034 344C $135,000 $122,000 90.37% 24.00% $151,300 112.07% 31-117-21-23-0046 407A $4,675,000 $3,725,700 79.69% 15.00% $4,284,600 91.65% 29-028-24-32-0009 414 $113,580,892 $112,000,000 98.61% -8.00% $103,040,000 90.72% 31-028-24-11-0082 342 $950,000 $914,400 96.25% 3.00% $941,900 99.15% 31-028-24-33-0016 494E $830,000 $630,200 75.93% 19.00% $750,000 90.36% 31-028-24-41-0009 4948 $850,000 $847,400 99.69% 17.00% $991,500 116.65% 32-028-24-34-0025 332 $9,500,000 $7,069,500 74.42% 29.00% $9,119,700 96.00% 09-116-21-24-0029 344C $1,190,450 $936,600 78.68% 24.00% $1,161,400 97.56% 09-116-21-24-0032 344C $809,550 $637,000 78.69% 24.00% -$789,900 97.57% Sales Compared to 1997 Values Mean Ratio (Average) Median Ratio Aggregate Ratio Coefficient of Dispersion Number of Sales $141,125,192 $134,018,100 Sales Compared to 1998 Values 86.53% Mean Ratio (Average) 90.41% Median Ratio 94.96% Aggregate Ratio 8.83 Coefficient of Dispersion 14 $129,326,700 100.07% 97.57% 91.64% 7.74 3/24/98 02:45 PM Inferred Ratio lo 1998 value change on 10/96 - 9/97 C/I Sales Ratio Study and results .......... .... c6d6: ... ............. ........ ......... ...... ::.Saes.:.::.:::? .. .. .... 7777777F7= ........... . . . ..... ..... . ............ ... ---- ............. ..... ...... 08-116-21-11-0023 406A $1,200,000 $1,099,600 91.63% $1,216,400 101.37% 08-116-21-44-0018 494C $2,365,000 $2,166,100 91.59% $2,396,200 101.32% 09-116-21-23-0012 4946 $3,900,000 $2,810,500 72.06% $3,109,000 79.72% 09-116-21-24-0027 344C $959,300 $896,300 93.43% $991,500 103.36% 30-117-21-23-0031 344C $180,000 $162,800 90.44% $180,100 100.06% 30-117-21-23-0034 344C $135,000 $122,000 90.37% $135,000 100.100% 31-117-21-23-0046 407A $4,675,000 $3,725,700 79.69% $4,121,400 88.16% 29-028-24-32-0009 414 $113,580,892 $112,000,000 98.61% $123,894,400 10908% 31-028-24-11-0082 342 $950,000 $914,400 96.25% $1,011,600 106.48% 31-028-24-33-0016 494E $830,000 $630,200 75.93% $697,200 84.00% 31-028-24-41-0009 4946 $850,000 $847,400 99.69% $937,400 110.28% 32-028-24-34-0025 332 $9,500,000 $7,069,500 74.42% $7,820,300 82.32% 09-116-21-24-0029 344C $1,190,450 $936,600 78.68% $1,036,100 87.03% 09-116-21-24-0032 344C $809,550 $637,000 78.69% $704,700 87.05% Sales Cornoared to 1997 Values Mean Ratio (Average) Median Ratio Aggregate Ratio Coefficient of Dispersion Number of Sales $141,125,192 $134,018,100 86.53% 90.41% 94.96% 8.83 14 Sales COMDared to 1998 Values Mean Ratio (Average) Median Ratio Aggregate Ratio Coefficient of Dispersion $148,251,300 95.73% 100.30% 105.05% 8.84 THE REAL ESTATE OUTLOOK FOR 1998 A summary of remarks by Anthony Downs on December 3, 1997 Edited by Jack Rice General Economic Outlook for 1998 U.S. now nearing the end of the seventh year of general business expansion since the last low point in February 1991. The economy is growing smoothly, with GDP up at amoral rate of 3.3% in the third quarter. Its only imbalances are the balance of trade, tight labor markets and the stock market We have plenty of money to finance further growth and are not threatened by strong inflation or rising interest rates. Thus, 1998 should brine another year of good GDP growth low inflation and general poosperity. 1. During this expansion unemployment has fallen very low, but wage Costs have not risen enough to stimu late overall inflation. Why? • Productivity is increasing • Employers cutting back on pension and health plans • Rising value of U.S. dollar has reduced import prices • Oil prices have been falling, counteracting other increases 2. One threat to continued prosperity is the weakening of high - growth Asian economies. The Japanese economy in particular is in very weak condition It cannot be stimulated much by monetary policy because interest rates are already near zero. Japanese real estate prices have fallen 600/6 from their peaks and have remained low. The Japanese stock market remains at about half its value in 1989. 3. Other major world economies in Western Europe are still experiencing very slow growth and high unemployment because of their high labor costs and inflexible labor markets, plus their getting ready for a unified currency. 4. Right now the U.S. economy is the engine palling entire global economy forward. Downs believes it is vital to keep our markets open to foreign producers and avoid global protectionist periods that accompanied and helped cause the Depression in the 1930's. The fear that foreign trade will cause our jobs to move abroad is draumitically contradicted by present state of U.S. labor markets. We have had a net increase of 12 million Jobs since 1991 and are now close to full employment Overall, 1998 will be another year of steady economic growth for the entire U.S. with a continuation of tight labor markets and perhaps slightly higher inflation. Unless inflation accelerates sharply the Fed will not raise interest rates much In fact, rates might fall lower if overall gm—wth slows because of Asian developments. The key factors to watch for interest rates are the overall rate of U.S. economic growth in 1998 and the way the Asian governments react Economy of the Twin Cities As usual the MSP economy is even stronger than overall U.S. economy. MSP unemployment rate in September was only 2.85/6, compared to 4.7% for U.S. MSP total jobs up 3.3% in last year compared to 1.3% for U.S. NW housing permits up 14.2% over last year compared to 11.1 ° /a Downs says MSP is really booming! 1. Through first 10 months of 1997, 36,594 houses sold in entire area, up 4% from same period last year. Median price of homes sold through October 1 was $114,900 up 52% from the same period last year. Home prices in MSP are rising faster than inflation 1997 should set record for total homes sold. 2. From 1990 to 1994, both Mpls and St Paul lost population. Mpls falling by 13,800 or 3.7% and St Paul falling 10,200, also 3.7 0/a. But from 1994 to 1996, Mpls gained 4,200 or 1.1 %, while St Paul continued to fall by 2,500 or .9%. About 13.100 added households enter MSP housing market each year rust from populati on growth 3. Labor markets are extremely tight in MSP for any type of skilled work and for unskilled workers in suburbs. Po 26 Financial Markets Last year Downs said the U.S. financial markets were in turmoil for several reasons; major banking institutions were consolidating; companies were shifting pension funds from defined benefits to defined contribution; mutual funds were exploding in total size, becoming the largest financial institutions; and in real estate finance, securitized forms of fund raising and REITS were growing into very large players. 1. All of the above have continued, increasing the flood of funds into financial markets including real estate and stock markets. This has several important effects. a. Yield spreads over treasuries have been driven to very low levels. b. Pressure on fiord managers to put their money to work has driven prices upward Apparent yields are much easier to measure on a short term basis than investment security . c. Underwriting standards in mortgage lending are eroding with developers able to get 85 -95 %mortgage financing on non - recourse basis. This increases the chances of future overbuilding. The Real Estate Development Cycle We are now in transition from the "gradual absorption phase" into anew "general development boom" in most U.S. commercial property markets. Rents have risen in many markets high enough to make building new space feasible. Downs believes we will see a new national development boom throughout 1998. It has already began in industrial and its in some areas and will spread to other areas and property types - except retail In MSP the shortage of construction workers will slow the speed at which the new building boom appears. Downs believes this is a particularly good time to begin new development Space demands are strong, vacancy low, rents are adequate and financing terms are terrific. • Already signs of development booms in MSP with plans underway for 9.2 million sf of office and 5.1 million sf of industrial. Percentage wise, these are pig expansions. Has the US. economy entered a "new era" of higher level general proscerity? Downs dismissed as totally unrealistic some of the pundits that claim we can have high growth with low inflation and an infinitely rising stock market. He does agree with some of the views expressed in a recent Business Week article that claims that global competition will restrain price and wage increases and that the rise of information technology will greatly increase productivity . The article claims that both these effects are occurring to a greater extent than most economists have realized and, therefore, the U. S. economy can grow consistently at 3 to 4% without inflation. Downs thinks there have been major changes in the worlds economy caused by more global competition and shift toward information technology. But temporary factors are also restraining inflation. We can expect future recessions, especially if external shocks occur. And when futtne recessions occur, space demands cannot increase indefinitely. There will be falling demand, rising interest rates, lower corporate earnings and lower stock prices. Commercial real property markets contain the seeds of their own cyclicality because they are prone to build new space faster than can be absorbed by continued growth in demand. This is caused by. • The incentive structure facing providers of capital • The psychology of developers, necessarily optimists and egotists • Tendency for humans to forecast tomorrow by projecting that today's conditions will continue indefinitely. • Contrast between the long lead times of today's complex development projects and the difficulty of predicting how long the general economy's demands for space will grow. • The above suggests that commercial property markets have a tendency to self - destruct by extending their_ boom time activities too far. Some Wall Street observers believe that since the main sources of development capital now flow from stock markets via REM and CMB's, the public market investors are smarter than banks and insurance companies and will withhold capital at the first sign of overbuilding. But Po 27 Downs says RErrs have no better crystal balls than banks or insurance companies and are under tremendous pressure to grow to justify high price-dividend ratios. What difference does the rise of sectintiration, RETTS and CMBS make to those not involved in either? • They offer benefits to their users. CMBS are becoming more important as sources of capital here. One local mortgage banking firm received 16% of capital from conduits in 1995, 200/6 in 1996 and 50%n 1997. It is more efficient to price debt in traunches. And RETTS can offer owners of small property liquidity if they trade their properties for RETT shares which can be sold all or in parts anytime. • Securitization reduces the likelihood of a complete real estate credit crunch like that of the early 1990's. • If stock market conditions remain favorable RETTs will try to keep expanding and many will have to Mgmd by new development. • H stock market conditions become less favorable RErrs will be unable to raise capital by floating stock issues. The best ones will expand by consolidating with others in trouble by issuing stock directly. Specific Property Markets The national housing market has been very strong for past two years. In 1996 the total number of housing units started was 1.476 million, the largest total since 1988. Of that amount 1.161 million were single family. Starts of 5 units or more were 270,000, the largest since 1989. Total new starts in the Midwest were 321,000 - the highest since 1979. reflecting the fact that the Midwest has been extremely prosperous in recent pears. Sales of existing homes in 1996 for U.S. equaled 4.087 million units, the highest level since 1968. First 9 months of 1997 were ahead of 1996, so 1997 should be an all time record. So this has been a fantastic year for sale of existing single family homes, why? • General prosperity, low mortgage rates and favorable demographics • Perception of good economic deal as MSP home prices have risen at about double the general rate of inflation • MSP home ownership rate is among highest in nation • Renters leaving apartments to buy existing homes. Even so, the rental apartment market is very ti ght in MSP with vacancy at about 2% Although netts rose from 3 -5% this year they are still well below the level needed to make new building feasible. Downs expects 1998 to be another yearfbr owners of existing apartments with rising rents and continued constraint on new amects. There has been a steady decline in office vacancy rate in almost all U.S. markets over past few years. This occurred first in suburbs, then in downtown. MSP vacancy fell from 30% in 1987 and 22% in 1991 to 6% in June 1997. Downtown vacancy in MPIs is 7.2% and 11.5% in St Paul. Southwest suburban market has lowest vacancy with 3 °/a Total new absorption of office space in MSP was 1.2 to 1.5 million feet in all of 1996 and will be similar for 1997. Some shift of tenants from Class A space to Class B or shift from downtown to suburbs when expansion needs can't be met by available space or "sticker shock" of higher rents sets in. Recent increases in occupancy rate and rents and general prosperity in many big city Downtowns have been interpreted by many observers as a general resurgence in U.S. cities. "Big cities are coming back" Is this trend true? After a lengthy discussion of economic conditions, density, crime, schools and racial prejudice, Downs concludes that while there has been some progress, most of the fundamental obstacles to lone term big city resurgence remain in place. Industrial soave is booming in MSP with absorption of 1.9 million sf of space in all of 1996, and 880,000 sf in the fast half of 1997. Overall vacancy in June of 1997 was at 7.9% amp from 4% last year. Industrial is easiest type of space to expand and is the first to respond to prosperity. Also hardest in which to get massive overbuilding because short lead times allow developers to stop quicker. However, Downs expects some industrial overbuilding in MSP in 1998. Pg 28 • Nati onally industrial vacancy rates are beginning to rise. This is partly because demands for space have fallen with more "just in time" manufacturing strategies and shifting demand to imports who focus on port cities rather than inland cities. The ratio of inventories to final sales has fallen from 3.75 in 1980 to 2.40 in 1997. . Retail space markets in MSP have remained relatively gMet over oast year. Total vacancy as of June 1997 averages 9.0% for all types of space, was lowest in regional malls about 4 °/g and highest in Downtown St Paul, about 30%. About 3.3 million sf of new retail space planned or under construction as of June 1997, but that speaks to overall stability more than rapid expansion since there is about 45 million sf of retail overall in MSP. The past growth of retail was driven by retailers who sought to expand market share and were financed by corporate debt and not by developers. Retail markets still in midst of struggle between new formats such as outlets, power centers with big box category killers and traditional formats such as neighborhood centers, community centers and regional malls. In retail particularly, and in property generally, there is a trend for owners to try to capture more of the total � n mgd of the people who normally office or live in or shop in or visit their properties. This includes vendor carts and kiosks in common areas, food everywhere and in residential, telephone and cable services. Concerning all types of properties there has been a recent de-emphasis upon property management because the focus has shifted to financing, acquiring and developing properties. But property management remains a vital ingredient of any real estate operation. Detailed knowledge of and ability to operate in local markets, is vital to Success. Operators of expanding RE1Ts talk about economics of scale and some do exist, but there are diseconomies of scale also. One is difficulty of avoiding bureaucratic management because when an organization becomes large, it is hard to avoid slower decision - making and greater reliance on abstract rules. This means that smaller firms have an advantagg if run well. Strong management name into vogue in the early 1990's in an attempt to handle all the overbuildt assets and somehow maximize profits from the existing buildings. Fierce competition is forcing management fees down to about 2.5 to 3.01/6 of gross rents even as tenants demand more services, hence forcing more efficient management firms. General conclusions concerning real estate markets following the theme that this is a great time to be in the real estate business. • It's a great time for developers because both demands for more space and the ability to finance it are strong. • It's a great time for brokers because activity levels are high. • It's a great time for investors because the value of their existing properties is risin g. although it's very difficult to find new deals because of so much competition • It's a great time to sell existing properties! Downs says no one can reliable forecast the time when existing properties will reach their peak in any cycle but we are surely getting close to that moment and may even have passed it in some markets. This is a time when there are lots of people trying to buy real estate and plenty of money to finance them. That is precisely the best time to sell properties - when almost everyone else is buying. • . It's a good time to undertake new development if you are in markets that have strong space demands and do not seem likely to become overbuilt in the next two years. Best would be where sites are scarce and local permissions are difficult The possibility that overbuilding may occur in the future does not mean that no one should undertake new development now. But pick good location with as many monopolistic elements as possible. If undertaking development do not leverage project as highly as in per. Remember when downturn ocarrs, REITs will be able to withstand big declines in cash flow without facing bankruptcy. They will be your competition. If your need to finance out, use equity money as a partner more than in past to guard against adverse cash flow changes. Downs motto for next year, "Things will still be great in 1990. Pq 29 51 SECTION 5 - HENNEPIN COUNTY RATIOS PaEe 31 - Hennepin County Ratios This report lists all sales ratios for residential properties in Hennepin County as determined by the Hennepin County Assessor's Office. Pq 30 Hennepin County Ratio Studies Spring 1998 Municipality Sales Median Mean- CODI Municipality Sales Median Mean COD Bloomington 761 93.8% 94.5% 5.7 Medina 39 93.4% 90.1% 6.8 Brooklyn Center 305 94.0% 94.3% 4.8 Minneapolis" 4514 97.0% 97.6% 9.5 Brooklyn Park 628 93.7% 94.3% 6.1 Minnetonka 472 95.4% 94.9% 7.5 Champlin 248 93.1% 93.7% 4.8 Mtka Beach 8 94.2% 93.3% 6.3 Corcoran 25 94.4% 92.8% 7.7 Minnetrista 31 96.3% 97.2% 5.3 Crystal 322 93.7% 94.4% 5.3 Mound 156 93.9% 94.4% 7.0 Dayton 39 93.5% 92.8% 7.0 New Hope 173 93.9% 94.7% 5.1 Deephaven 49 94.8% 93.9% 4.8 Orono 117 93.9% 94.5% 8.2 Eden Prairie 634 94.3% 94.3% 4.7 Osseo 28 94.6% 95.4% 7.7 Edina 500 93.4% 93.7% 8.5 Plymouth 674 93.8% 93.7% 6.0 Excelsior 20 96.3% 95.7% 7.9 Richfield 384 93.5% 94.0% 6.2 Golden Valley 238 93.8% 94.3% 6.3 Robbinsdale 207 93.6% 93.3% 5.4 Greenfield 11 94.4% 93.0% 7.5 Rockford 2 96.7% 96.7% 0.2 Greenwood 14 94.7% 94.4% 2.5 Rogers 13 95.0% 96.7% 5.3 Hanover 0 0.0% 0.0% 0.0 St. Anthony 51 94.8% 94.9% 4.1 Hassan 18 94.3% 94.5% 5.7 St. Bonifacius 7 94.6% 95.9% 4.3 Hopkins 91 95.2% 95.8% 7.9 St. Louis Park 568 94.1% 94.7% 5.0 Independence 31 93.8% 93.7% 4.0 Shorewood 96 94.2% 95.4% 5.7 Long Lake 20 94.0% 92.2% 3.7 Spring Park 2 93.9% 93.9% 0.1 Loretto 6 97.4% 92.9% 10.2 Tonka Bay 25 93.8% 92.6% 4.5 Maple Grove 554 94.1% 94.5% 5.1 Wayzata 48 95.6% 96.2% 4.5 Maple Plain 17 95.5% 95.7% 8.3 Woodland 2 98.2% 98.2% 4.0 Medicine Lake 1 94.7% 94.7% 0.0 Hennepin County' 7231 94.0% 94.3% 5.9 County Figures (except sales) are weighted averages. " Minneapolis Excluded from County Averages Pg 31 SECTION 6 - MARKET VALUE ADJUSTMENTS Page 33 - Market Value Adjustments This chart shows the percent change in actual dollars of market value for the major property type groups in the city. The gross change in market value includes new improvements made to properties for the 1998 assessment. The net change represents adjustments to value due to changes in the real estate market. Pg 32 •v w w City of Edina Market Value Adjustments 1997/1998 Comparison Property Type Grou Parcel Count 1997. Market Value 1998 -Market Value - New *1 Im rovements Gross *2 Chan a Net *3 7] Chan e Apartment 84 $ 112,532,100 $ 115,131,300 $ - 2.31% 2.31% Commercial 383 $ 673,362,300 $ 750,479,200 $ 18,098,600 11.45% 8.76% Industrial 107 $ 136,705,200 $ 145,832,400 $ 450,000 6.68% 6.35% Residential 13,236 $ 2,835,141,400 $ 2,947,825,800 $ 16,398,600 3.97% 3.40% Condominium 5,782 $ 338,004,200 $ 361,161,300` $ 392,500 6.85% 6.74% Townhouse 470 $ 96,083,900 $ 105,908,600. $ 2,354,900 10.23% 7.77% *1 - New Improvements - Value of new construction added for the 1998 Assessment. *2 - Gross Change - Percent adjustment to Market Value including New Improvements. *3 - Net Change - Percent adjustment to Market Value after reducing the 1998 Market Value by the value of the New Improvements. Note: These values do NOT represent the total City valuation. SECTION 7 -1998 REVIEW AREAS Page 35 - 36 - Review Areas Description of upcoming review areas. Map depicting 1998 residential review area. Pg 34 SECTION 7 - 1998 REVIEW AREAS 1998 Residential Review area • District #5 Indianola/Juanita Parcel count - 140 • All residential land values 1998 Commercial Review area • Convert all Property Record data to Field Card system (LOGIS) • All commercial/industrial land values It is our goal, with staffing as it exists today, to attempt to have a fully computerized mass appraisal system in place in eight years. The foundation for a sound CAMA system is the proper determination of land value - we will attempt to collect all pertinent land characteristics and complete that process in 1998. The second critical area is to have fully completed property record cards. That requires an interior and exterior inspection of each home to collect all the pertinent characteristics for each property. It is our goal to inspect District #5 in 1998 - this area is fairly homogeneous and will lend itself well as a test area. The same process will apply to Commercial/Industrial properties for the upcoming assessment. Minnesota Statute 273.08 requires each county and city to complete quartile reviews. In other words, each year 25% of the jurisdiction (by law) is required to be physically inspected and reviewed. That information is then used to value the entire city each year. With current and accurate data characteristics the result will be an even more uniform assessment. The City of Edina currently has 12,809 single - family residential properties. This does not include doubles, zero lot line residential, condominiums, townhomes, apartments or commercial/industrial properties. The total number of parcels to be valued each year in the City of Edina is 20,650 with only three staff appraisers. This equates to 6,883 parcels per appraiser and 3,442 per employee. IAAO (International Association of Assessing Officers) has conducted a study on staffing patterns and the effect of computerization. Their findings follow: Parcels per employee (rounded) Tie of Gov. Sample Size Mean Median City 172 2,200 2,100 City with Computer 127 2,500 City without Computer 42 1,500 These finding compare to our 3,442 parcels per employee. In order for us to complete our quartile review (as required by law) we would need to review 5,163 parcels per year with only three appraisers. This is an impossible task and will be addressed with you in the near future. Because of the current staffing situation we are taking a more conservative approach with the review areas for 1998 even though we are in violation of Minnesota Statute. Our goal, as we begin our review, is first and foremost to have a complete and thorough data base and accurate assessment. Pg 35 • 1 r L + 1 E.DIN 'A DISTRICTS 1 - 42 I � art M/ CD .V Lk .\ cou " pdt Caw •c M Park // YW '.��• r� c •.� g l {m l I -- 1lV YY...O l rrr •. ro H '.��• r� c •.� g l {m l I -- K YY...O l rrr •. H —.Name, t sit _ 1 c • Ii �t �„ r• � _, Y �: -'�'o •�6TM ST r .► � ST. ,Y - ,r Mvw.� • ,� IM o• AnFW. RD ••• • � ! R raa.w •n Y a � SA.., n•y O • I w W. QTIC 4. � • ae 11A lr\ Y \1 �1 Park rawmar Park & GuIr C ounw d n I) S.`ry 19t /',MART" II Lm I-&,-) KYO I ! as . � W Pry 36 .•ml• « Akin %r fi•• u) AI11 um r., m MAL 611mu a n=aa� r� c •.� g l {m l I -- � t sit D c � r .► � ST. ,Y �.. � ,� IM CI: � 6 • W Y LL Y a � SA.., n•y O • I w W. QTIC 4. � • ae 11A 1 F W fs ,•a -�� W .• ..■ A INIBISCLS Y DUN rr�r a r N \NI{1� \• � � A 1 \7M S1 IT W. 77T "'ST. ' gal w 8 1, � .,.. } LO i To :_ SECTION 8 - HOMESTEAD & VALUE NOTICE EXPLANATIONS Page 38 - 39 - E%ulanation of Homestead Filing / Valuation Notices Homestead explanation. Value notice explanation. Page 40 - Sample Valuation Notice Example of 1998 value notice. Pg 37 SECTION 8 - EXPLANATION OF HOMESTEAD FILING/VALUATION NOTICES Homestead Filing To qualify for the homestead classification, a person must: • Be one of the owners of the property, or be a qualifying relative of at least one of the owners; • Occupy the property as his/her primary residence; and • Be a Minnesota resident.. Minnesota Statute 273.124, Subd. 13 requires each person who meets the homestead requirements to file a homestead application with the assessor to obtain homestead for the first time. Once the initial homestead application is filed and the property is granted homestead status, there may not be a need to file a homestead application again as long as the property is owned and occupied by the same party. New owners and/or occupants are required to file an application with the City Assessor, and a homestead card is mailed, and must be returned, to verify initial occupancy. Valuation Notices On Tuesday, February 24, 1998, valuation notices were mailed to all owners of property in the City of Edina. (See sample at the end of this section) The assessor is required to include the following information on each valuation notice mailed to taxpayers: 1. Assessor's Estimated Market Value The most probable sale price of a property in terms of money in a competitive and open market, assuming that the buyer and seller are acting prudently and knowledgeably, allowing sufficient time for the sale, and assuming that the transaction is not affected by undue pressures. 2. Limited Market Value (M.S. 273.11, Subd. 1a) The Legislature passed a law imposing a limit on how much an assessor's estimate of market value is permitted to increase from one year to the next. Under the law, assessors are required to continue to estimate the market value of all properties. However, the law requires the use of a limited market value for purposes of determining property tax bills for all classes of residential property. The limited value may be different from the assessor's estimate of market value depending on the amount of market value increase from one year to the next. 3. Qualifying Value of New Improvements (M.S. 273.11, Subd. 16) Qualifying homes 35 years of age or older may be eligible to receive a temporary exemption on all or a portion of the assessor's value estimate for certain newly constructed improvements. To qualify for exemption, the property must be 35 years of age or older at the time the improvement commences and the property must be receiving the homestead classification. In addition, a building permit must have been taken out if one is required and a timely application must be made with the assessor. More information may be obtained from the Edina Assessing Department. 4. Taxable Value (After subtracting any Uualifving improvements) (M .S. 273 1211 The taxable value is the final value used to calculate the property tax after the assessor's estimated market value is adjusted because of any and all limitations and reductions explained in items #2 and #3 above. 5. Property Classification The Property Classification is the class that has been assigned to a property based upon the use of the property. If the property is vacant land and there is no existing use, the property is classified according to its highest and best use, the most profitable legal use of the land. Individual classes of property have different class rates which are established by the state legislature and are uniform on like classes of property throughout the state. Depending on the class rate of the property, final taxes may be more or less than another property of the same market value with a different class rate. 6. Green Acres Green Acres is a tax deferment program for agricultural property. The deferment is designed to protect farm land from valuation increases and tax increases resulting from outside economic influences such as urban sprawl or the proximity of the farm to a lake or river. Pg 39 CITY OF EDINA ASSESSSOR'S OFFICE 4801 WEST 50TH STREET EDINA, MN 55424 -1394 TELEPHONE: 612- 826 -0365 TDD: 612- 826 -0379 Sample Valuation Notice VALUE NOTICE JANUARY 2,1998 PROPERTY ID: CLASSIFICATION: PROPERTY ADDRESS: PROPERTY VALUE FOR 1998 PAYABLE 1999 ESTIMATED MARKET VALUE $ LEE[ TED MARKET VALUE: $ QUALIFYING MlPROVEMENT $ 'MARKET VALUE SUBJECT TO TAXATION THIS NOTICE CONTAINS YOUR 1998 CLASSIFICATION AND VALUATION FOR TAXES PAYABLE IN 1999. IF YOU BELIEVE THE MARKET VALUE OR CLASSIFICATION OF THIS PROPERTY HAS BEEN DETERMINED INCORRECTLY, YOU HAVE THE RIGHT TO MAKE AN APPEAL. PLEASE CONTACT THE EDINA ASSESSOR'S OFFICE (612 - 826-0365) AS SOON AS POSSIBLE TO REVIEW ANY DATA SUPPORTING YOUR POSITION. THE CITY OF EDINA BOARD OF REVIEW IS SCHEDULED TO MEET, MONDAY APRIL 13,1998, AT 5:00 PM IN THE CITY HALL COUNCIL CHAMBERS. APPLICATIONS TO APPEAR BEFORE THE BOARD MUST BE RECEIVED NO LATER THAN, APRIL 6,1998. TO: CLASSIFICATION IS BASED ON THE USE OF THE PROPERTY AND IS DEFINED BY STATE STATUTES. ESTIMATED MARKET VALUE IS THE MOST PROBABLE PRICE THAT A WELL INFORMED BUYER WOULD PAY A WELL INFORMED SELLER FOR A PROPERTY WITHOUT EITHER PARTY BEING UNDULY FORCED TO BUY OR SELL. THE VALUE OF YOUR PROPERTY IS BASED ON REPORTED AND RECORDED MARKET DATA COLLECTED OVER THE PAST YEAR LIMITED MARKET VALUE IS THE TAXABLE VALUE FOR RESIDENTIAL, AGRICULTURAL OR NON - COMMERCIAL SEASONAL RECREATIONAL PROPERTIES (HOMESTEAD OR NON - HOMESTEAD). THE PROPERTY'S TAXABLE VALUE INCREASE MUST NOT EXCEED (1) 10% OF THE PREVIOUS YEAR'S TAXABLE VALUE, OR (2) 1/4/ OF THE DIFFERENCE BETWEEN THE CURRENT YEAR'S MARKET VALUE AND THE PREVIOUS YEAR'S TAXABLE VALUE, WHICHEVER IS GREATER, EXCLUDING IMPROVEMENTS. QUALIFYING IMPROVEMENT VALUE IS THE AMOUNT OF IMPROVEMENT VALUE EXCLUDED FROM TAXATION ON HOMESTEADED PROPERTIES THAT ARE 35 YEARS OF AGE OR OLDER AND HAVE A MARKET VALUE OF NOT MORE THAT $150,000. THIS AMOUNT MAY BE EXCLUDE FOR TEN YEARS. AFTER THE BASE QUALIFYING PERIOD, THIS AMOUNT IS PHASED BACK INTO THE TAXABLE VALUE AT 20% EACH YEAR FOR FIVE YEARS. IF THE PROPERTY IS SOLD OR BECOMES NON - HOMESTEADED, THE EXCLUDED VALUE BECOMES TAXABLE FOR THE FOLLOWING ASSESSMENT YEAR PLEASE CONTACT YOUR LOCAL ASSESSOR FOR MORE INFORMATION AND RESTRICTIONS. BOARDS OF EQUALIZATION YOU MAY APPEAL DECISIONS OF THE LOCAL BOARD OF REVIEW TO THE COUNTY BOARD OF EQUALIZATION. YOU MAY NOT APPEAR DIRECTLY AT THE COUNTY BOARD OF EQUALIZATION WITHOUT FIRST APPEARING AT THE LOCAL BOARD. THE 1998 COUNTY BOARD OF EQUALIZATION WILL BEGIN MEETING ON JUNE 15, 1998. YOU MUST CALL 348 -5076 FOR AN APPOINTMENT BEFORE JUNE 8, 1998. STATE TAX COURT STATE LAW ALSO PROVIDES THAT A PROPERTY OWNER CAN APPEAL TO THE MINNESOTA TAX COURT. FOR INFORMATION ON THE TAX CONTACT THE TAX COURT OFFICE, 520 LAFAYETTE ROAD, 2ND FLOOR, ST PAUL, MN 55155. TELEPHONE NO 296- 2806. Pg 40 9 J SECTION 9 - DEFINITIONS Page 42 - Definitions Definitions of various assessment terminology. Pg 41 SECTION 9 - DEFINITIONS Median Ratio The midpoint or middle ratio when a set of iatios is ranked in order of magnitude; if the number of ratios is even, the midpoint or average of the two middle ratios. Mean Ratio The result of adding all the ratios of a variable and dividing by the number of ratios. For example, the arithmetic mean of 3 and 5, and 10 is 18 divided by 3, or 6. Also called the arithmetic mean. Coefficient of dispersion (COD) The average deviation of a group of numbers from the median expressed as a percentage of the median. In ratio studies, the average percentage deviation from the median ratio. Coefficient of variation (COV) The standard deviation expressed as a percentage of the mean. Price - related differential (Index of regression) The mean divided by the weighted mean. The statistic has a slight bias upward. Price- related differentials above 1.03 tend to indicate assessment regressivity; price- related differentials below 0.98 tend to indicate assessment progressivity. Assessment nrogressivity An appraisal bias such that high -value properties are appraised higher than low - value properties. Assessment regressivity An appraisal bias such that low -value properties are appraised. higher than high -value properties. Sample Sufficiency Gauge High Range minus the Low Range divided by 2.0 times the Frequency. Result is then taken to the .5 power. Result under 1.00 indicates a statistically valid sample. Pq 42 ri[ol SECTION 10 - TAX CHARTS Pace 45 - Residential Tax Estimates - Homestead This chart shows the Tax Capacity, Tax and Effective Tax Rate for various values for residential properties. Page 46 - Comparison of the 1997 and 1998 Residential Property Taxes • Homestead • This chart builds inflation into a homes value as you read from left to right to compare taxes payable in 1997 versus 1998. • This chart assumes a +2.4% average adjustment to value from 1996 pay 1997 to 1997 pay 1998. Page 47 - Residential Tax Estimates - Nonhomestead This chart shows the Tax Capacity, Tax and Effective Tax Rate for various values for Nonhomestead properties. Page 48 - Comparison of the 1997 and 1998 Nonhomestead Residential Properly Taxes • Nonhomestead • This chart builds inflation into a home's value as you read from left to right to compare taxes payable in 1997 versus 1998. • This chart assumes a +2.4% average adjustment to value from 1996 pay 1997 to 1977 pay 1998. Page 49 - Sample Residential Tax Calculation This chart shows how you calculate taxes payable in 1998 on residential property. Under Minnesota Statute 124A.03, Subd 2A, a school referendum levy approved after November 1, 1994, for taxes payable in 1995 and thereafter, shall be levied against the market value of the property as defined in Section 124A.02. Page 51 - Commercial/Industrial Tax Estimates This chart shows the Tax Capacity, Tax and Effective Tax Rate for various values for Commercial/Industrial Properties. Page 52 - Comparison of the 1997 and 1998 Commercial/Industrial Property Taxes • Commercial/Industrial • This chart builds inflation into a commercial/industrial's value as you read from left to right to compare taxes payable in 1997 versus 1998. • This chart assumes a +11.3% average adjustment in value from 1996 pay 1997 to 1997 pay 1998. Pq 43 Page 53 - Sample Commercial and Industrial Tax Calculation This chart shows how you calculate taxes payable 1998 on commercial and industrial property. Under Minnesota Statute 124A.03, Subd 2A, a school referendum levy approved after November 1, 1994, for taxes payable in 1995 and thereafter, shall be levied against the market value of the property as defined in Section 124A.02. Page 55 - Comparison of 1997 and 1998 Total Tax Capacffy Rates This chart compares the Tax Capacity Rates payable in 1997 with the Tax Capacity Rates payable in 1998 for 20 major metropolitan municipalities. The Tax Capacity Rates shown are actual rates representing the largest taxing district (School District / Watershed) in the municipality. In order to show relative taxing levels, the 1998 Tax Capacity rates were sorted from lowest to highest. Pg 44 City of Edina 1998 Residential Homestead Property Tax Estimates Taxes Pavable in 1998 / School District 273. Watershed 1 ;.. flue .::::::::::.:...::::...: :.. ttX.::.::..:::::::.;.:<. >:<' Vic ;:.;::;.;:.;:.;;:.:.;:.;:.;:.;: ... $ 50,000 500 $ 648.481 1.297% $ 55,000 550 $ 713.32 1.297% $ 60,000 600 $ 778.17 1.297% $ 65,000 1 650 $ 843.02 ! 1.297% $ 70,000 700 $ 907.871 1.297% $ 75,000 750 $ 972.71 ' 1.297% $ 80,000 843 $ 1,079.151 1.349% $ 85,000 935 $ 1,185.60 ! 1.395% $ 90,000 1,028 $ 1,292.041 1.436% $ 95,000 1,120 $ 1,398.481 1.472% $ 100,000 1,213 $ 1,504.921 1.505% $ 105,000 1,305 $ 1,611.371 1.535% $ 110,000 1,398 $ 1,717.81 1.562% $ 115,000 1,490 $ 1,824.251 1.586% $ 120,000 1,583 $ 1,930.691 1.609% $ 125,000 1,675 $ 2,037.141 1.630% $ 130,000 1,768 $ 2,146.92 ! 1.651% $ 135,000 1,860 $ 2,265.31 1 1.678% $ 140,000 1,953 $ 2,383.71 1.703% $ 145,000 2,045 $ 2,502.101 1.726% $ 150,000 2,138 $ 2,620.49 1.747% $ 155,000 2,230 $ 2,738.881 1.767% $ 160,000 2,323 $ 2,857.27 1.786% $ 165,000 2,415 $ 2,975.67 ! 1.803% $ 170,0001 2,508 $ 3,094.061 1.820% $ 175,000 2,600 $ 3,212.45 j 1.836% $ 180,000 2,693 $ 3,330.84 1.850% $ 185,000 2,785 $ 3,449.24 i 1.864% $ 190,000 2,878 $ 3,567.63 1.878% $ 195,000 2,970 $ 3,686.021 1.890% $ 200,000 3,063 $ 3,804.41 1.902% $ 205,000 3,155 $ 3,922.81 1.914% $ 210,000 3,248 $ 4,041.20 1.924% $ 215,000 3,340 $ 4,159.59 1.935% S 220,000 3,433 $ 4,277.981 1.945% $ 225,000 3,525 $ 4,396.37 1.954% $ 230,000 3,618 $ 4,514.77 1.963% $ 235,000 3,710 $ 4,633.16 1.972% $ 240,000 3,803 $ 4,751.551 1.980% $ 245,000 3,895 $ 4,869.941 1.988% $ 250,000 3,988 $ 4,988.341 1.995% $ 255,000 4,080 $ 5,106.73 2.003% $ 260,000 4,173 $ 5,225.12 2.010% $ 265,0001 4,265 $ 5,343.51: 2.016% $ 270,0001 4,358 $ 5,461.911 2.023% $ 275,000 4,450 $ 5,580.301 2.029% $ 280,000 4,543 $ 5,698.69 j 2.035% $ 285,000 4,635 $ 5,817.08 2.041% $ 290,000 4,728 $ 5,935.471 2.047% $ 295,000 4,820 $ 6,053.871 2.052% $ 300,000 4,913 $ 6,172.261 2.057% $ . 325,000 5,375 $ 6,764.22 1 2.081% $ 350,000 5,838 $ 7,356.181 2.102% $ 375,000 6,300 $ 7,948.14 2.120% $ 400,000 6,763 $ 8,540.11 I 2.135% $ 450,000 7,688 $ 9,724.031 2.161% $ 500,000 8,613 $ 10,907.951 2.182% $ 550,000 9,538 $ 12,091.881 2.199% $ 600,000 10,463 $ 13,275.80 1 2.213% $ 700,000 12,313 $ 15,643.651 2.235% $ 800,0001 14,163 $ 18,011.491 2.251% $ 900,0001 16,013 $ 20,379.341 2.264% $ 1,000,000 1 17,863 $ 22,747.19 I 2.275% Pg 45 City of Edina 199711998 Residential Hemestpad Prnnarty Tax [ mmnaricnn Taxes Payable in 1997 Taxes Payable In 1998 ;:.;;:.;;;:.;:.;:. >�.;•.:;• < :::::::................................................................... ................. ............................... '.`: E3R: % . ::.::.;:.:..;:.;:.:.Ne[t1B::•;: : €: E::€ ... triMiklBfll::>:e .... > 50,000 ! 500 647.46 1.295% 50,000 51,200 512 664.04 1.297% 55,000 550 712.20 1.295% 55,000 56,320 563 730.44 1.297% 60,000 600 776.95 1.295%::::::::::':' .295% [[ll::' :`: 60,000 61,440 614 796.85 1.297% 65,000 650 841.69 i 1.295% ` <: 65,000 66,560 666 863.25 1.297% 70,000 I 700 906.441 1.295% `: 70,000 71,680 717 929.65 1.297% 75,000 780 1,005.86 i 1.341% 75,000 76,800 768 996.06 1.297% 80,000 880 1,128.401 1.410% [ 80,000 81,920 878 1,120.03 1.367% 85,000 980 1,250.94 1 1.472% 85,000 87,040 973 1,229.03 1.412% 90,000 1,080 1,373.48 1 1.526% 90,000 92,160 1,067 1,338.02 1.452% 95,000 1,180 1,496.021 1.575 %lh 95,000 97,280 1,162 1,447.02 1.487% 100,000 1,280 1,618.561 1.619% 1 €1:;11[11: 100,000 102,400 1,257 1,556.02 1.520% 105,000 1,380 1,741.10 1.658%:..'.."""" 1 105,000 107,520 1,352 1,665.01 1.549% 110,000 1,480 1,863.64 1.694% > 110,000 112,640 1,4461 1,774.01 1.575% 115,000 1,580 1,986.18 1.727% 115,000 117,760 1,541 I 1,883.01 1.599% 120,000 1 1,680 2,108.721 1.757% [::l 120,000 122,880 1,636 1,992.00 1.621% 125,000 1,780 2,231.261 1.785 % >:; 125,000 128,000 1,731 2,101.00 1.641% 130,000 1,880 2,353.80 1.811% lsl:i 130,000 133,120 1,825 2,210.00 1.660% 135,000 1,980 2,476.34 1.834 %::", :E: 135,000 138,240 1,920 2,318.99 1.678% 140,000 2,080 2,598.88 1 1.856% : 140,000 143,360 2,015 2,427.99 1.694% 145,000 2,180 2,721.42 1 1.877% : >•`:``'.`'': 145,000 148,480 2,109 2,536.99 1.709% 150,000 2,280 2,843.96 1 1.896% 150,000 153,600 2,204 2,645.98 1.723% 155,000 2,380 2,966.50 1.914% 155,000 158,720 2,299 2,754.98 1.736% 160,000 2,480 3,089.04 1.931% '? 160,000 163,840 2,394 2,863.98 1.748% 165,000 1 2,580 3,211.58 1.946% # 165,000 168,960 2,488 2,972.98 1.760% 170,000 2,680 3,334.121 1.961% g'H 170,000 174,080 2,583 3,081.97 1.770% 175,000 2,780 3,456.661 1.975 %'s,? 175,000 179,200 2,678 3,190.97 1.781% 180,000 2,880 3,579.20 ; 1.988% 180,000 184,320 2,772 3,299.97 1.790% 185,000 2,980 3,701.74 1 2.001% 185,000 189,440 2,867 3,408.96 1.799% 190,000 3,080 3,824.28 2.013 %' 190,000 194,560 2,962 3,517.96 1.808% 195,000 3,180 3,946.82 2.024% ':1' 195,000 199,680 3,057 3,626.96 1.816% 200,000 1 3,280 4,069.36 2.035%.'%':.......... 200,000 204,800 3,151 3,735.95 1.824% 205,000 1 3,380 4,191.90 1 2.045% 205,000 209,920 3,246 3,844.95 1.832% 210,OD0 3,480 4,314.44 2.054%.......'..... 210,000 215,040 3,341 3,953.95 1.839% 215,000 3,580 4,436.98 I 2.064% 215,000 220,160 3,435 4,062.94 1.845% 220,000 I 3,680 4,559.52 I 2.073% ? 220,000 225,280 3,530 4,171.94 1.852% 225,000 3,780 4,682.06: 2.081 %:1 :11: 225,000 230,400 3,6251 4,280.94 1.858% 230,000 3,880 4,804.60 1 2.089% 230,000 235,520 3,720 4,389.93 1.864% 235,000 3,980 4,927.14 ! 2.097% 235,000 240,640 3,814 4,498.93 1.870% 240,000 4,080 5,049.68 ! 2.104% ll::E 240,000 245,760 3,909 4,607.93 1.875% 245,000 4,180 5,172.22 1 2.111% <1> 245,000 250,880 4,004 4,716.93 1.880% 250,000 4,280 5,294.76 1 2.118% 250,000 256,000 4,099 4,825.92 1.885% 255,000 1 4,380 5,417.30 1 2.124% 255,000 261,120 4,193 4,934.92 1.890% 260,000 1 4,480 5,539.841 2.131 %':`:? 260,000 266,240 4,288 5,043.92 1.894% 265,000 4,580 5,662.38 2.137% E: €> .. 265,000 271,360 4,383 I 5,152.91 1.899% 270,000 I 4,680 5,784.92 I 2.143% 270,000 276,480 4,477 5,261.91 1.903% 275,000 I 4,780 5,907.46 I 2.148% it €111 €<1 €1 275,000 281,600 4,572 5,370.91 1.907% 280,000 4,880 6,030.00 1 2.154% : 280,000 286,720 4,667 5,479.90 1.911% 285,000 4,980 6,152.54 2.159% : 285,000 291,840 4,762 5,588.90 1.915% 290,000 5,080 6,275.08 2.164% 290,000 296,960 4,856 5,697.90 1.919% 295,000 5,180 6,397.62 I 2.169% 1`"`s:`1 295,000 302,080 4,951 5,806.891 1.922% 300,000 5,280 6,520.16 ' 2.173% 11:'::':': 300,000 307,200 5,046 5,915.89 1.926% 325,000 5,780 7,132.86 ; 2.195% `` 325,000 332,800 5,519 1 6,460.87 1.941% 350,000 6,280 1 7,745.56 2.213% 350,000 358,400 5,993 7,005.86 1.955% 375,000 6,780 1 8,358.26: 2.229% > 375,000 384,000 6,467 7,550.84 1.966% 400,000 I 7,280 I 8,970.96 I 2.243% 400,000 I 409,600 6,940 8,095.83 1.977% 450,000 I 8,280 10,196.36 ; 2.266% „':': 450,000 460,800 7,887 9,185.80 1.993% 500,000 9,280 11,421.76 I 2.284% 500,000 512,000 8,835 10,275.77 2.007% 550,000 10,280 12,647.16 2.299 %: €<: € € €1 550,000 563,200 9,782 11,365.73 2.018% 600,000 11,280 13,872.56 1 2.312% > 600,000 614,400 10,729 12,455.70 2.027% 700,000 13,280 16,323.36 1 2.332% ?. >: << 700,000 716,800 12,623 14,635.64 2.042% 800,000 15,280 18,774.16 2.347%..:....:,..... 800,000 819,200 14,518 1 16,815.581 2.053% 900,000 17,2801 21,224.96 2.358% 900,000 921,600 I 16,412 18,995.51: 2.061% 1,000,000 19,280 1 23,675.76 2.368% 1s? 1,000,000 1,024,000 1 18,307 1 21,175.451 2.068% Pq 46 City of Edina 1998 Residential Nonhomestead Property Tax Estimates Taxes Payable in 19981 School District 273. Watershed I Pq 47 �ix .......... .......... qq;; . . ... .... .. .. ... $ 50,000 950 $ 1.211.62 2.423% $ 55,000 1,045 $ 1,332.78 2.423% $ 60,000 1,140 $ 1,453.94 2.423% $ 65,000 1,235 $ 1,575.11 2.423% $ 70,000 1,330 $ 1,696.27 2.423% $ 75,000 1,425 $ 1,817.43 2.423% $ 80,000 1,530 $ 1,949.67 2.437% $ 85,000 1,635 $ 2.081.91 2.449% $ 90,000 1,740 $ 2,214.15 2.460% $ 95,000 1,845 $ 2,346.39 2.470% $ 100,000 1,950 $ 2,478.64 2.479% $ 105,000 2,055 $ 2,610.88 2.487% $ 110,000 1 2,160 $ 2,743.12 2.494% $ 115,000 2,265 $ 2,875.36 2.500% $ 120,000 2,370 $ 3,007.60 2.506% $ 125,000 2,475 $ 3,139.84 2.512% $ 130,000 2,580 $ 3,272.08 2.517% $ 135,000 2,685 $ 3,404.32 2.522% $ 140,000 2,790 $ 3,536.56 2.526% $ 145,000 2,895 $ 3,668.80 2.530% $ 150,000 3,000 $ 3,801.05 2.534% $ 155,000 3,105 $ 3,933.29 2.538% $ 160,000 3,210 $ 4,065.53 2.541% $ 165,000 3,315 $ 4,197.77 2.544% $ 170,000 3,420 $ 4,330.01 2.547% $ 175,000 3,525 $ 4,462.25 2.550% $ 180,000 3,630 $ 4,594.49 2.552% $ 185,000 3.735 $ 4,726.73 2.555% $ 190,000 3,840 $ 4,858.97 2.557% $ 195.000 3,945 $ 4,991.21 2.560% $ 200,000 4.050 $ 5,123.45 2.562% $ 205,000 4,155 $ 5,255.70 2.564% $ 210,000 4,260 $ 5,387.94 2.566% $ 215,000 4,365 $ 5,520.18 2.568% $ 220,000 4,470 $ 5,652.42 2.569% $ 225,000 4,575 $ 5,784.66 2.571% $ 230,000 4,680 $ 5.916.90 2.573% $ 235,000 4,785 $ 6,049.14 2.574% $ 240,000 4,890 $ 6,181.38 2.576% $ 245,000 4,995 $ 6.313.62 2.577% $ 250,000 5.100 $ 6,445.86 2.578% $ 255,000 5,205 $ 6,578.10 2.580% $ 260,000 5,310 $ 6,710.35 2.581% $ 265,000 5.415 $ 6,842.59 2.582% $ 270,000 5,520 $ 6.974.83 2.583% $ 275,000 5,625 $ 7,107.07 2.584% $ 280,000 5,730 $ 7,239.31 2.585% $ 285,000 5,835 $ 7,371.55 2.587% $ 290,000 5,940 $ 7,503.79 2.588% $ 295,000 6,045 $ 7,636.03 2.588% $ 300,000 6,150 $ 7,768.27 2.589% $ 325,000 6,675 $ 8,429.48 2.594% $ 350,0001 7,200 $ 9,090.68 2.597% $ 375,000 7,725 $ 9,751.89 2.601% $ 400,000 8,250 $ 10,413.09 2.603% $ 450,000 9,300 $ 11,735.50 2.608% $ 500,000 10,350 $ 13,057.91 2.612% $ 550,000 11,400 $ 14,380.32 2.615% $ 600,000 12,450 $ 15,702.73 2.617% $ 700,000 14,550 $ 18,347.55 2.621% $ 800 16,650 $ 20,992.37 2.624% $ 900:000000 18,750 I $ 23,637.19 2.626% Il$ 1,000,000 I 20,850 $ 26,282.01 2.628% Pq 47 City of Edina 199711998 Residential Nnnhnniactonrl Prn nr#u Tov tnmr%ori�-- Taxes Payable In 1997 Taxes Payable in 1998 ............... MR 50,000 1 1,150 1,398.78 2.798% 50,000 1 51,200 973 1,240.70 2.4230/. 55,000 11 1,265 1,538.66 2.798% 55,000 I 56,320 1,070 1,364.77 1 2.423% 60,000 1 1,380 1,678.54 2.798% X. 60,000 i 61,440 1,167 1,488.84 2.423% 65,000 1,495 1.818.42 2.798% 0 65,000 66,560 1,265 1,612.91 2.423% 70,000 1,610 1,958.30 2.798% 70:000 71,680 1,362 1,736.98 I 2.423% 75,000 1,725 2,098.18 2.798% 75,000 I 76,800 1,459 1,861.05 2.423% 80,000 1,840 2,238.05 2.798% X 80,000 81,920 1,570 2,000.451 2.442% 85,000 1,955 2,377.93 2.798% 85,0001 87,040 1,678 2,135.87 2.454% 90,000 2,070 2,517.81 2.798% 90,000 92,160 1,785 2,271.28 2.464% 95,000 1 2,1851 2,657.69 2.798% 95,0001 97,280 1.893 2,406.70 1 2.474% 100,000 1 2,300 2,797.57 2.798% 100,000 I 102,400 2,000 2,542.11 1 2.483% 105,000 1 2,415 2,937.45 2.798% 105,000 107,520 2,108 2,677.53 2.490% 110,000 2,530 3,077.32 2.798% ...... 110,000 112,640 2,215 2,812.94 2.497% 115,000 2,645 3,217.20 2.798% 115,000 117,760 2,323 2,948.36 2.504% 120,000 2,760 3,357.08 2.798%..:.:::. :00 120000 122,880 2,430 3,C 183.77 I 2.510% 125,000 2,875 3,496.96 2. 125,000 128,000 2,538 3,219.181 2.515% 130,000 2,990 3,636.84 2.798% 130,000 133,120 2646 3,354.60 1 2.520% 135,000 3,105 3,776.72 2.798% : 135,000 138,240 2:753 3,490.01 2.525% 140,000 3,220 3,916.59 2.798% 140,000 143,360 2,861 3625.43 2.529% 145,000 3,335 4,056.47 2.798% . 145,000 148,480 1 2,968 3760.84 2.533% 150,0001 3,450 4,196.35 2.798% 150,000 1 153,600 3,076 3,896.26 I 2.537% 155,000 1 3,565 4,336.23 2.798%:....:.....- 155,0001 158,720 3,183 4,031.67 1 2.540% 160,000 3,680 4,476.11 2.798% 160,000 163,840 3,291 4,167.09 2.543% 165,0001 3,795 4,615.99 2.798% 165,000 1 168,960 3,398 4,302.50 2.546% 170,0001 3.910 4,755.86 2.798% 170,0001 174,080 3,506 4,437.921 2.549% 175,000 4,025 4,895.74 2.798% 175,000 1 179,200 3,613 4,573.33 1 2.552% 180,000 4,140 5,035.62 2.798% 180,000 184,320 3,721 4,708.75 2.555% 185,000 1 4,255 5,175.50 2.798%:............ 185,000 1 189,440 3,828 4,844.16 2.5570/c 190,000 4,370 5,315.38 2.798% 190,000 1 194,560 3,936 4,979.58 2.559% 195,000 4.485 5,455.26 2.798% 195,000 I 199,680 4.043 5,114.99 2.562% 200,000 i 4,600 5,595.13 2.798% 200,000 1 204,800 4,151 5,250.41 2.564% 205,000 1 4,715 5,735.01 2.798%,.::::::::... 205,000 1 209,920 4,258 5,385.82 I 2.566% 210,000 1 4,830 5.874.89 2.798% E #sE 210,000 I 215040 4,366 5,521.24 2.568% 215,000 4,945 6,014.77 2.798% 215,000 1 220:160 4,473 5,656.65 2.569% 220,000 5,060 6.154.65 2.798% 220,0001 225,280 4,581 5,792.06 2.571% 225,000 5,175 6,294.53 2.798%::::::-. 225,000 1 230,400 4,688 5,927.48 1 2.573% 230,000 5,290 6,434.40 2.798% 230,000 235,520 4796 1 6,062.89 1 2.574% 235,000 i 5,405 6,574.28 2.798% 235,000 1 240,640 4:903 6,198.31 2.576% 240,000 1 5,520 6,714.16 2.798% 240,000 245,760 5,011 6,333.72 2.577% 245,0001 5,635 6.854.04 2.798%::.:.:-. 245,000 1 250,880 5,118 6,469.14 I 2.579% 250,000 5,750 6,993.92 2.798% 250,000 I 256,000 5,226 6,604.55 1 2.580% 255,000 1 5,865 7,133.80 2.798%............ 255,000 1 261,120 5,334 6,739.97 2.581% 260,000 1 5,980 7,273.67 2.798% a1» 260,000 266,240 5,441 6,875.38 2.582% 265,000 6,095 7,413.55 2.798%.-.-.-.-.-.-. 265,000 271,360 5,549 7,010.80 2.584% 270,000 6,210 7,553.43 2.798% 270,0001 276,480 5,656 7,146.21 I 2.585% 275,000 6,325 7.693.31 2.798% 275,0001 281,600 5,764 7,281.631 2.586% 280,000 6,440 7,833.19 2.798% 280,000 1 286,720 5,871 7,417.04 2.587% 285,000 1 6,555 7,973.07 2.798%:.:.."..:.: 285,000 1 291,840 5,979 7,552.46 i 2.588% 290,000 I 6,670 8,112.94 2.798% 290,000 1 296,960 6,086 7,687.87 1 2.589% 295,000 1 6,785 8,252.82 2.798% >> 295,000 1 302,080 6194 7,823.29 2.590% 300,000 6,900 8,392.70 2.798% 300,000 1 307,200 6:301 7,958.70 2.591% 325,000 1 7,475 9,092.09 2.798% 325,000 332,800 6,839 8,635.77 1 2.595% 350,000 8,050 9,791.48 2.798% 350,000 1 358,400 7,376 9,312.85 1 2.598% 375,000 8,625 10,490.88 2.7980/c 375,000 384,000 7,914 9,989.92 1 2.602% 400,000 9,200 11,190.27 2.798%: .:., . I .:.X 400,000 409,600 8,452 10,667.00 2.604% 450,000 10,350 12,589.05 2.798% 450,000 460,800 9,527 12,021.14 2.609% 500,000 11,500 13,987.84 2.798%-.-. 500,000 512,000 10,602 13,375.29 2.612% 550,000 12,650 15,386.62 2.798% 550,000 I 563,200 11,677 14,729.44 2.615% 600,000 1 13,800 16,785.40 2.798% 600,000 614,400 12,752 16,083.58 1 2.618% 700,000 16,100 19,582.97 2.798%::,:".::,: 700,000 I 716,800 14,903 18,791.88 I 2.622% 800,000 1 18,400 22,380.54 2.798% 800,000 i 819,200 i 17,053 21,500.17 2.625% 900,000 I 20,700 25,178.10 2.798% 900,000 921,600 19,204 24,208.47 1 2.627% 1,000,000 I 23,000 27,975.67 1 2.798% 1,000,000 1 1,024,000 I 21,354 26,916.76 2.629%11 Pg 48 City of Edina Sample Residential Tax Calculation 1997 Market Value for Taxes Payable in 1998 School District #273, Watershed #3 IlResidential parcel with an assessor's estimeated market value of: $ 195.000 11 Calculation of the Net Tax Capacity for Homestead Parcel: First 75,000 x 0.0100 = 750 Balance 120,000 x 0.0185 = 2,220 Total 195,000 2,970 = HS Tax Capacity Calculation of the Tax Capacity for Non - Homestead: First 75,000 x 0.0190 = 1,425 Balance 120,000 x 0.0210 2,520 Total 195,000 3,945 = NHS Tax Capacity ........................................................................................................... ............................... Calculation of the Homestead Tax including Referenda in place prior to 1994: Net Tax Capacity multiplied by the Tax Capacity Rate: Tax including 2,970 x 1.10841 = $ 3,291.98 referenda in place prior to 1994. Calculation of Solid Waste Tax on Market Value: Market Value multiplied by the Solid Waste Rate 195,000 x 0.000184 = $ 35.88 Solid Waste Tax Calculation of City Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 195,000 x 0.0001708 = $ 33.31 Referenda Tax Calculation of School District Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 195,000 x 0.0028277 = $ 551.40 Referenda Tax Calculation of Education Homestead Credit: Tax Capacity multiplied by the Education Credit Rate $(383.69) 2,970 x - 0.12919 = $ (225.00) Education Credit Total Net Homestead Tax Due: * Maximum Education Credit is $225.00 Pg 49 $ 3,687.57 Homestead Tax City of Edina Sample Residential Tax Calculation 1997 Market Value for Taxes Payable in 1998 School District #273, Watershed #3 IlResidential parcel with an assessor's estimeated market value of: $ 195.000 11 Calculation of the Nonhomestead Tax including Referenda in place prior to 1994: Tax Capacity multiplied by the Tax Capacity Rate 3,945 x 1.10841 = $ 4,372.68 Calculation of Solid Waste Tax on Market Value: Market Value multiplied by the Solid Waste Rate 195,000 x 0.000184 = Calculation of City Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 195,000 x 0.0001708 = Calculation of School District Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 195,000 x 0.0028277 = $ 35.88 $ 33.31 $ 551.40 Tax including referenda in place prior to 1994. Solid Waste Tax Referenda Tax Referenda Tax Calculation of Education Homestead Credit: Tax Capacity multiplied by the Education Credit Rate 3,945 x 0 = $ - Education Credit Total Nonhomestead Tax Due: $ 4,993.26 = Nonhomestead Tax .............................................................................................. ............................... $4,993.26 - $ 3,687.57 = $ 1,305.70 = Difference Pg 50 Citv of Edina 1998 Commercial/industrial Property Tax Estimates Taxes Pavable in 1998 / School District 273. Watershed I :::>::::> ........ .... ....... ... . $ 50,0001 1,350 $ 1,772.63 3.545% $ 55,0001 1,485 $ 1.949.89 3.545% $ 60,000 1 1,620 $ 2,127.15 3.545% $ 65,000 1,755 $ 2,304.42 3.545% $ 70,0001 1,890 $ 2,481.68 3.545% $ 75,0001 2,025 $ 2,658.94 3.545% $ 80,0001 2,160 $ 2,836.20 3.545% $ 85,0001 2,295 $ 3,013.47 3.545% $ 90,0001 2,430 $ 3,190.73 3.545% $ 95,0001 2,565 $ 3,367.99 3.545% $ 100,000 2,700 $ 3,545.26 3.545% $ 105,000 2,835 $ 3,722.52 3.545% $ 110,000 2,970 $ 3,899.78 3.545% $ 115,000 3,105 $ 4,077.04 3.545% $ 120,000 3,240 $ 4,254.31 3.545% $ 125,0001 3,375 $ 4,431.57 3.545% $ 130 3,510 $ 4,608.83 3.545% $ 135:0 00000 3,645 $ 4,786.09 3.545% $ 140,000 3.780 $ 4,963.36 3.545% $ 145,0001 3,915 $ 5.140.62 3.545% $ 150,000 li 4,050 $ 5,317.88 3.545% $ 155,0001 4,250 $ 5,572.83 3.595% $ 160,0001 4,450 $ 5,827.78 3.642% $ 165,0001 4,650 $ 6,082.73 3.687% $ 170,000 4,850 $ 6.337.68 3.728% $ 175,0001 5,050 $ 6,592.63 3.767% $ 180,0001 5,250 $ 6,847.58 3.804% $ 185,0001 5,450 $ 7,102.53 3.839% $ 190000 5,650 $ 7,357.48 3.872% A 195:000 5,850 $ 7,612.43 3.904% $ 200,000 6,050 $ 7,867.38 3.934% $ 205,000 6,250 $ 8,122.33 3.962% $ 210,0001 6,450 $ 8,377.28 3.989% $ 215,000 6,650 $ 8,632.23 4.015% $ 220,000 6,850 $ 8,887.18 4.040% $ 225,0001 7,050 $ 9,142.13 4.063% $ 230,0001 7,250 $ 9,397.08 4.086% $ 235,0001 7,450 $ 9,652.03 4.107% $ 240,0001 7,650 $ 9,906.98 4.128% $ 245,0001 7,850 $ 10,161.93 4.148% $ 250,0001 8,050 $ 10,416.88 4.167% $ 255,000 8,250 $ 10,671.83 4.185% $ 260,000 8,450 $ 10,926.78 4.203% $ 265,000 8,650 $ 11,181.73 4.220% $ 270,000 8,850 $ 11.436.68 4.236% $ 275,000 9,050 $ 11,691.63 4.252% $ 280,0001 9,250 $ 11,946.58 4.267% $ 285,0001 9,450 $ 12,201.53 4.281% $ 290,000 9,650 $ 12,456.48 4.295% $ 295,000 9,850 $ 12,711.43 4.309% $ 300,000 10,050 $ 12,966.38 4.322% $ 325,000 11,050 $ 14,241.13 4.382% $ 350,0001 12,050 $ 15,515.88 4.433% $ 375,000 i 13,050 $ 16,790.63 4.478% $ 400,000 14,050 $ 18.065.38 4.516% $ 450,0001 16,050 $ 20,614.88 4.581% $ 500,000 18,050 $ 23,164.38 4.633% $ 550,0001 20,050 $ 25,713.88 4.675% $ 600000 22,050 $ 28.263.37 4.711% 700:000 26,050 $ 33,362.37 4.766% $ 800,0001 30,050 $ 38.461.37 4.808% $ 900,0001 34,050 $ 43,560.371 4.840% $ 1,000,000 1 38,050 1 $ 48:659.37 1 4.866%1 pq 51 Citv of Edina 1997/1998 Commercial /Industrial Prenarty Taw Cmmnnriann Taxes Payable in 1997 Taxes Payable in 1998 .::...:::...... ............... lE1)C ........................ CAS? A�` f31f:..:<.::>::>::>::.;:<# ...........:.:::..::::::..::.:::::::::.::::..:.::::::............:::::::.::::..::::::::::: ���# E.:;.:.;:.;:.;;:.;:.;:. :::.::::::::::::.::..:......... �::>::>::>:>:: :.:::::.:::.:::.:.::::::. �x�. A�IT�.::.>:.;:. ............................... ;:.;TJ�r7C;�;:.;::;:.:.;:;.;:.. 50,000 2,300 2,861 5.723% ': 50,000 55,650 1,503 1 1,973 3.545% 55,000 2,530 3,148 5.723% 55,000 61,215 1,653 2,170 3.545% 60,000 2,760 3,434 60 000 66 780 ° 1,803 2,368 3.545/0 65,000 2,990 3,720 5.723% >> 65,000 72,345 1,953 2,565 3.545% 70,000 3,220 4,006 1 5.723% >v 70,000 77,910 2,104 1 2,762 1 3.545% 75,000 3,450 4,292 5.723% `: ?E'` 75,000 83,475 2,254 1 2,959 3.545% 80,000 3,680 4,578 5.723% 80,000 89,040 2,404: 3,157 1 3.545% 85,000 3,910 4,864 5.723% »<> 85,000 94,605 2,554 I 3,354 3.545% 90,000 4,140 5,151 5.723% 90,000 100,170 2,705 1 3,551 3.545% 95,000 37 4,0 5,437 5.723% `' y`w::< 95,000 105,735 2,855 1 3,7491 3.545% 100,000 1 4,600 5,723 5.723% : >:: 100,000 111,300 3,005 1 3,946 I 3.545% 105,000 ' 4,830 6,009 5.723% < 105,000 116,865 3,155 1 4,143 I 3.545% 110,000 5,060 6,295 5.723% `E <':r< 110,000 122,430 3,306 4,340 3.545% 115,000 5,290 6,581 5.723%:::,.,::: 115,000 127,995 3,4561 4,538 ; 3.545% 120,0001 5,520 6,868 5.723 %r >% 120,000 I 133,560 3,606 1 4,735 1 3.545% 125,000 5,750 7,154 5.723% 125,000 139,125 3,756 1 4,932 ; 3.545% 130,000 5,980 7,440 5.723% `'E1 130,000 144,690 3,907 1 5,130 t 3.545% 135,000 1 6,210 7,726 5.7230/c z[`:1 135,000 150,255 4,057 I 5,327 3.545% 140,000 1 6,440 8,012 5.723% '? 140,000 155,820 4,283 I 5,615 3.603% 145,0001 6,670 8,298 5.723% `{ 145,000 161,385 4,5051 5,898 1 3.655% 150,000 6,900 8,584 5.723%:::, 150,000 166,950 4,728 6,182 3.703% 155,000 7,130 8,871 5.723% [ 155,000 172,515 4,951 6,466 3.748% 160,000 7,360 9,157 5.723% 160,000 178,080 5,173 i 6,750 3.790% 165,000 7,590 9,443 I 5.723% l' 165,000 183,645 5,396 % 7,033 3.830% 170,000 I 7,820 9,729 5.723% i::;:;< #: 170,000 I 189,210 5,6181 7,3171 3.867% 175,000 8,050 10,015 5.723% 175,0001 194,775 5,841 1 7,601 ! 3.902% 180,000 8,280 I 10,301 1 5.723% `# 180,000 200,340 6,064: 7,885 3.936% 185,000 8,510 10,587 5.723% ' #E> 185,000 205,905 6,286 8,168. 3.967% 190,000 8,740 10,874 5.723% [ 190,000 211,470 6,509 8,452 3.997% 195,0001 8,970 11,160 5.723% x' 195,000 217,035 6,731 8,736 4.025% 200,000 ; 9,200 11,446 5.723% 200,000 222,600 6,954 9,020 1 4.052% 205,000: 9,430 11,732 5.723 %'':<? 205,000 228,165 7,1771 9,304 4.078% 210,000 9,660 12,018 5.723% '<'< 210,000 233,730 7,399 9,587: 4.102% 215,000 • 9,890 12,304 5.723% 215,000 239,295 7,622 1 9,871 4.125% 220,0001 10,120 12,590 5.723% 220,000 244,860 7,8441 10,1551 4.147% 225,000 10,350 12,877 5.723% < 225,000 250,425 8,067 i 10,439: 4.168% 230,000 10,580 13,163 5.723% < € €:' 230,000 255,990 8,290 1 10,722 i 4.189% 235,000 10,810 13,449 5.723% '? 235,000 I 261,555 8,512 11,006 ! 4.208% 240,000 11,040 13,735 5.723 %':''•. # ?'' 240,000 267,120 8,735 ! 11,290 4.227% 245,000 1 11,270 14,021 5.723% r:' 245,000 I 272,685 8,9571 11,574 1 4.244% 250,000 11,500 14,307 5.723 %::::: 250,000 278,250 9,180 i 11,857 4.261% 255,000 11,730 14,593 5.723% ?> 255,000 283,815 9,403 1 12,141 4.278% 260,000 11,960 14,880 5.723% » 260,000 1 289,380 9,625 ! 12,425 4.294% 265,000 12,190 15,166 5.723% 265,000 1 294,945 9,848 12,709 4.309% 270,000 1 12,420 15,452 5.723% [ 270,000 1 300,510 10,070 1 12,992 1 4.323% 275,000 12,650 15,738 5.723% 275,000 306,075 10,293 i 13,276 4.338% 280,000 12,880 16,024 5.723% 280,000 311,640 10,5161 13,560: 4.351% 285,000 13,110 16,310 5.723% 285,000 317,205 10,738 1 13,844 I 4.364% 290,000 13,340 16,596 5.723% » 290,000 322,770 10,961 14,127: 4.377% 295,000 1 13,570 16,883 5.723% 'r 295,000 328,335 11,1831 14,411 1 4.389% 300,000 13,800 17,169 5.723%: 300,000 333,900 11,406 1 14,695 4.401% 325,000 14,950 18,599 5.723% ? ? ?" 325,000 361,725 12,519 16,114 4.455% 350,000 16,100 20,030 1 5.723% 350,000 389,550 13,632 1 17,533 4.501% 375,000 17,250 21,461 5.723% 375,0001 417,375 14,7451 18,951 4.541% 400,000 1 18,400 22,892 5.723%:: 400,000 445,200 15,858 1 20,370 1 4.575% 450,000 20,700 25,753 5.723% 450,000 500,850 18,084 23,208 1 4.634% 500,000 23,000 28,615 5.723% 500,000 556,500 20,310 26,045 4.680% 550,000 25,300 31,476 5.723% ` 550,000 612,150 22,536 28,883 i 4.718% 600,000. 27,600 34,338 5.723% 600,000 667,800 24,762 1 31,720 ! 4.750% 700,000 1 32,200 40,060 5.723% 700,0001 779,100 I 29,214 I 37,396 1 4.800% 800,000 36,800 45,783 l 5.723% ':lE:` E; 800,000 1 890,400 33,666 ; 43,071 4.837% 900,000 41,400 I 51,506 I 5.723%:...::..:.. 900,000 1 1,001,700 38,118 ! 48,746 4.866% 1,000,000 46,000 l 57,229 1 5.723% 1,000,000 1 1,113,000 42,570 1 54,421 4.890% Pg 52 City of Edina Sample Commercial & Industrial Tax Calculation 1997 Market Value for Taxes Payable in 1998 School District #273, Watershed #3 an Calculation of the Tax Capacity for each Non - contiguous Parcel: First 150,000 x 0.027 = 4,050 Balance 850,000 x 0.040 = 34,000 Non - contiguous Total 1,000,000 38,050 = Tax Capacity Calculation of the Tax Capacity for each additional parcel: Addn'I Parcel Market 1,000,000 x 0.040 = 40,000 = Tax Capacity .......................................................................................................... ............................... Tax Capacity subject to Fiscal Disparities: 38,050 x 0.19709 = 7,499 Tax Capacity to satisfy local obligations: 38,050 - 7,499 = 30,551 Calculation of the Area -Wide Tax: 7,499 x 1.55082 = 11,630 Calculation of the local Tax: Tax including 30,551 x 1.10841 = 33,863 = referenda in place $ 45,492.75 prior to 1994. Calculation of City Referendum on Market Value: Market Value multiplied by the Referenda Rate 1,000,000 x 0.0001708 = $ 170.80 = Referenda Tax Calculation of School District Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 1,000,000 x 0.0028277 = $ 2,827.70 = Referenda Tax Calculation of Solid Waste Tax on Market Value: Market Value multiplied by the Solid Waste Rate 1,000,000 x 0.000184 = $ 184.00 Solid Waste Tax Total Net Tax Due on First Entity Parcel: $ 48,675.25 = First Entity Tax Pg 53 City of Edina Sample Commercial & Industrial Tax Calculation 1997 Market Value for Taxes Payable in 1998 School District #273, Watershed #3 IlCommercial parcel with an assessor's estimeated market value of: $ 1.000.000 Tax Capacity subject to Fiscal Disparities: 40,000 x 0.19709 Tax Capacity to satisfy local obligations: 40,000 - 7,884 Calculation of the Area -Wide Tax: 7,884 x 1.55082 Calculation of the local Tax: 32,116 x 1.10841 Calculation of City Referendum on Market Value: Market Value multiplied by the Referenda Rate 1,000,000 x 0.0001708 = Calculation of School District Tax on Referenda beginning in 1994: Market Value multiplied by the Referenda Rate 1,000,000 x 0.0028277 = Calculation of Solid Waste Tax on Market Value: Market Value multiplied by the Solid Waste Rate 1,000,000 x 0.000184 = Total Net Tax Due on an Additional Parcel: Pq 54 7,884 32,116 12,226 35,598 Tax including $ 47,824.18 = referenda in place prior to 1994. $ 170.80 = Referenda Tax $ 2,827.70 = Referenda Tax $ 184.00 $ 51,006.68 1= Solid Waste Tax Addn'I Parcel Tax Total Tax Capacity Rate Comparison Payable 1997 vs. Payable 1998 Sorted Low to High by Tax Rates Payable in 1997 Municipality Name School District Water Shed Tax Rates Payable In Rate Change Chan e 1997 1998 Bloomington * 271 1 114.318 121.288 6.970 6.10% Eagan 191 0 126.719 127.359 0.640 0.51% Burnsville 191 0 126.552 128.959 2.407 1.90% Plymouth * 284 0 125.280 129.870 4.590 3.66% Minnetonka * 270 1 123.314 130.365 7.051 5.72% St. Louis Park 283 3 126.247 132.245 5.998 4.75% Edina * 273 1 124.161 133.519 9.358 7.54% Richfield 280 3 133.323 138.585 5.262 3.95% Crystal 281 0 132.339 139.199 6.860 5.18% New Hope 281 0 130.518 139.467 8.949 6.86% Golden Valley 281 0 133.400 141.341 7.941 5.95% Hopkins * 270 1 132.596 141.759 9.163 6.91% Maple Grove * 279 0 136.543 142.718 6.175 4.52% Savage* 191 1 146.121 143.159 -2.962 - 2.03% Shakopee* 720 2 137.320 144.807 7.487 5.45% Eden Prairie * 272 4 132.739 145.463 12.724 9.59% St. Paul 625 C 150.802 145.653 -5.149 - 3.41% Brooklyn Park* 279 0 142.422 150.630 8.208 5.76% Minneapolis * 1 3 148.252 153.390 5.138 3.47% Brooklyn Center * 279 0 144.419 1 157.499 1 13.080 9.06% Note: The Tax Capacity Rates shown are actual rates representing the largest Taxing District (School District/Watershed) in the municipality, or ( *) inferred rates as Calculated on $120,000 of market value using the rate for the largest taxing district and any prevailing market value referenda rates. The above rates do NOT include the Hennepin County Solid Waste Fee. Pg 55 Iva ,e a ee,',Y t� ... "Intercultural" learning goes way beyond just mixing children of different backgrounds. Quality intercultural education means that every child can see them- selves reflected in fellow classmates, th- staff, and the curriculum. Students will be able to make connections between what they are learning and who they are. Researchers say these links boost achievement for all students. Students will also benefit from seeing the world through the eyes an � experiences of their fellow students. Quality intercultural education creates high expectations for every student whatever their current level of achieve- ment. Well- planned, structured learning experiences support high academic achievement for every student. @4, e'L@atc- wc�-rant�I... At the Downtown School, students, families, and staff will be supported as important members of a small learning community. The school will eventually house 600 students kindergarten through grade 12, with a low student/teacher ratio. An educational "warranty" for your child says that she or he will: * Be prepared for education beyond high school; $c Be able to make mistakes, but not be allowed to fail; �1t Build a foundation of strong basic skills; a Achieve high academic standards; * Demonstrate affirming, respectful behavior; * Discover and develop a talent (or maybe more!); and * Be ready to live and work in a global community. %& (.9 e.Qqs& t. e".& The Downtown School will open for grades 3 -8 in Fall 1998, expand to K -9 in Fall 1999, and grow to K -12 by 2002. Students who are enrolled in any of the nine participating West Metro Education Program districts may apply. Transportation to the Downtown School will be provided for all students. Applications are available at each district. To receive an application and deadline information, please call: Brooklyn Center 561- 2120 x215 Columbia Heights 586.4529 Edina 928 -2500 x4949 Hopkins 988 -4035 Minneapolis 627 -2918 Richfield 798.6012 Robbinsdale 504 -8023 St. Anthony -New Brighton 706 -1002 St. Louis Park 928 -6064 The New Downtown Interdistrict School 10 South 10th Street (10th and Hennepin) Minneapolis, MN 55402 Pam Cornell, Principal 612.627.2686 ' - ':.l :1JAE1h:�J,J:JlJI 'rill'J�J,yJ Imape a setter n to Qe n Planners from the nine districts that are part of the West Metro Education Program included parents, educators, business people, and architects. They worked more than four years to develop a better way to learn. The result is an education you may never have imagined. The Downtown School is located in the heart of the metro area, close to real -life learning labs in the arts, education, husiness and government, and dose to family members who work downtown. The Downtown School is never more than fifteen minutes away from any of the nine surrounding school districts. Imagcv per " .. . * Studying music at MacPhail and Orchestra Hall, theater at the Guthrie, the State and the Orpheum, visiting advertising and design businesses, galleries and museums, dancing at downtown studios, swimming and working out at the YMCA/YWCA; * Learning about government, the judicial system, and law enforcement at City Hall, in courtrooms, or judges chambers; * Getting a close -up look at business and the economy with business leaders wh are the school's neighbors; * Sharing lunch, a special learning project, or a performance with you during the day; or *Working in space designed for real -life learnings: experimenting in the lab; dancing, singing or acting in the studio; and creating community in every space. Teamwork is one of the "new basic skills" needed in every line of work. * Every student will have an individual learning plan developed with family and staff; * Every student and family will be assigned an advocate; Extended hours, morning and afternoon, will allow students to participate in sports, take music lessons, do homework, develop an interest ... maybe even cook dinner for busy families; * Year -round opportunities will extend learning; *A shared governing model wi assure that students and families help shape the school; * Every student will be a part of many groups based on age, a particular talent, and interests. School staff will be recruited from all nine districts. They will enjoy an extra level of support, too. The Downtown School is attracting partners like St. Thomas University and the University of Minnesota eager to share resources and knowledge. Everyone's goal is to create a functional model for 21st century education. Im967L6 a kqk te@ . iear n ng e'mmunitg Everyone will use technology to communicate and learn. Downtown school planners are making sure every family will have access to a computer and the Internet so that: * Students can access school work and information from home; * Parents can check in with students during a busy day; * Families can explore the Internet together; and * Students can learn and share with other metro area students in virtual classrooms on the Internet. C l (Pet t ��cnG pO ... T he West Metro Education Program hired Principal Pam Cornell because she has the skills and talents to create the unique, intercultural learning envi- ronment metro district educators and parents envisioned — a school of academic achievement every student. Ms. Cornell has extensive national experience in assuring success for all students. She has a strong back- ground in educational research and believes that intercultural educatior. works. She will use the best from th past along with the latest proven teaching methods. Ms. Cornell is excited about the exceptional teachers she has met in every district, some of whom may join the Downtown School. She can't wait to meet the students and families who are interested in this unique opportunity. I believe that we must challenge every student. No student should ever fail. It is up to all of us to be sure that we meet individual needs so that every student can choose to go on to higher education. I will make a personal covenant with every learner and every family based on that belief. I believe in intercultural education. If we use the right approach, children from diverse backgrounds will learn complex ideas far beyond their grade level. Mutual respect supports a positive learning environment where we can motivate and reinforce achievement, common virtues, and community service. - PAM CORNELL PRINCIPAL WEST METRO EDUCATIONAL PROGRAM 5701 HISTORY NORMANDALE ROAD • Ear, __-1989- -- - Mpls, 5 districts discussion of -- MINNESOTA 55424 metropolitan desegregation 612/'92 8-2500 FAX 1990 CIIP created - 9 districts - legislative 612/'928 -2501 funding - first voluntary effort to deal with desegregation issues in a major metropolitan area 1991 Study on issues - Guidelines for Cooperative Interdistrict Integration Programs 1992 Three pilot programs - three magnet schools Order established of implementation - downtown, northwest, southwest WE CARE ® WE DARE s WE SHARE an equal opportunity employer 5701 NORMANDALE ROAD -EDINA -.- MINNESOTA 55424 Morris and Associates did survey and concluded "with a substantial marketing effort, a voluntary desegregation effort linking MPL S and the inner ring suburban school districts would have an -- eminent- likelihood -for- success - ----- 612P92 &2500 83 % in Edina favor or strongly favor F0 having students of color from Mpls in 612/928 -2501 the district and 70% would favor or strongly favor white children from their district attending Mpls schools 1993 Nine districts approve a resolution endorsing the concept of the downtown school and direct the completion of the school plan 1994 Legislative funding for east and west metro desegregation programs Implementation begins on downtown school project WE CARE V WE DARE V WE SHARE an equal opportunity employer Y Y ' EDI�q r _ P.UBUCsSGHDO[S 5701 NORMANDALE ROAD EDINA - MINNESOTA 55424 612/928 -2500 FAX 612/928 -2501 1995 . Joint Powers agreement established and Joint Powers Board implemented Process of development of downtown school committees for a K -12 school Interdistrict Professional Development - - -- Center - --- �- Exploratory activities underway for northwest school Cultural exchanges among schools 1996 Downtown school site determined Robbinsdale site continues to be developed as a middle school Legislative support for construction and planning Discussion of southwest magnet location occurs again 1997 Downtown school groundbreaking Northwest magnet program approved as a Fine Arts Middle School magnet in Robbinsdale Legislative funding for beginning of construction and purchasing of land for southwest magnet site WE CARE v WE DARE ♦ WE SHARE an equal opportunity employer EDlpq: PUBIiC�SCN0015 5701 NORMANDALE ROAD - EDINA -- MINNESOTA 55424 612/928 -2500 FAX 612/928 -2501 VISION OF WMEP City and suburban districts share a mutual commitment to: a racially - integrated metropolitan area * equal educational opportunities for all children * the enhancement of educational opportunities through the offering of interdistrict educational opportunities in integrated efforts WE CARE V WE DARE V WE SHARE an equal opportunity employer ,EDINq. PUBLIC: SCHOOLS 5701 NORMANDALE ROAD — — EDINA - MINNESOTA 55424 6121928 -2500 FAX 612/928 -2501 GOALS OF WMEP * Create multicultural learning experiences for students and teachers throughout participating districts * Create prototype schools that model interdistrict cooperation and collaboration * Identify and share best practices for curriculum, instruction, and assessment that are effective in supporting the achievement of all students and in closing the learning gaps * Explore and refine delivery system improvements WE CARE ♦ WE DARE 0 WE SHARE an equal opportunity employer EOIMq: PUBUC'SCHOOLS 5701 NORMANDALE ROAD -- MINNESOTA 55424 612/928 -2500 FAX 612/528 -2501 HISTORY OF SITE REQUEST FOR EDINA * Edina, because of its location relative to the other WMEP districts, has since the beginning of the project been perceived as an excellent location of a magnet school- - -_ -- * Land was available due to city actions, ideal site * Met with city in the spring to seek input on the site * Then went to legislature, governor's office, and commissioner of education to seek state funding for the land * Sept - Edina School Board resolution formally requesting that the City of Edina designate the proposed property as a possible magnet school site until such time as WMEP and the City of Edina determine that the site is suitable for this use * Architects looked at site for possible school and bus garage and shared information with district and city WE CARE o WE DARE ♦ WE SHARE an equal opportunity employer * October - Joint Powers Board of WMEP passes a resolution directing the 5701 representatives of the Edina Public Schools NORMANDALE ROAD negotiate on behalf of the West Metro - --- EDINA - -- - - -- - - - -- Education: P- r- ogr-am- for- -the pur- chase -of the -- - MINNESOTA 55424 named property 612/92 8-2500 FAX * Request for Proposal for Southwest Magnet 612928-2501 school distributed with target date of January 1 for program planner * November - Presentation to City Council on this issue WE CARE V WE DARE ♦ WE SHARE an equal opportunity employer S ®� ® FEATURES OF THE WMEP SCHOOL * K- 5 or K -6 elementary school 5701 NORMANDALE ROAD * Program determined by districts MINNESOTA 55,424 Gym and auditorium space 612192 8-2500 FAX * State of art technology 612/928 -2501 * Easy access to ) VMEP districts * Bus traffic impact minimized * Lab school concept * State funded - both property and building WE CARE V WE DARE V WE SHARE an equal opportunity employer N it ®� / BENEFITS OF WMEP SCHOOL, TO EDINA * Opportunity for our parents to have another 5701 choice for their children that entails more NORMANDALE ROAD diversity MINNESOTA 55424 Learning lab will allow us to train teachers and staff in working ith issues of diversity 61M28-2500 g FAX 612/928 -2501 * Choice is in our community and close to our families, traveling outside the district not necessary * Can utilize this facility after hours of operation - help relieve stress of gym and theater use in Edina * Provides a relief valve for increased enrollment in the Edina elementary schools - Guaranteed a minimum of slots for our students * No additional cost to the district * Responds to legislative and state issues relative to diversity WE CARE 0 WE DARE 0 WE SHARE an equal opportunity employer e ®� NEXT STEPS? * Do. you have enough information or do you 5701 want us to complete the RFP process? NORMANDALE ROAD EaNA__ _ __- *__..__Legislative process.-to= secure- additional -- - -- MINNESOTA 55424 funding for the land and building 612/928 -2500 construction FAX 617/928-2501 * Planner Will be underway for a southwest magnet somewhere, preferably Edina * Impact on bus garage decision on the site WE CARE V WE DARE ♦ WE SHARE an equal opportunity employer 7 Memo To: Mayor Smith & Council Members From: Kenneth Rosland, City Manager CC: Date: June 12, 1998 Re: 1999 BUDGET ASSUMPTIONS AND ADJUSTMENTS This memorandum summarizes the 1999 Budget Assumption and Adjustments that will be considered by the City Council at its first budget assumptions meeting at 5:00 PM on June 1501. The attached budget assumptions present two scenarios. Scenario 1 includes the budget requests as recommended by our department heads. Scenario 2 provides an alternate for your consideration. In accordance with the 1997 Omnibus Tax Bill, our 1999 property tax levy may not exceed our 1998 tax levy after adjustments by inflation and growth in number of households. Based on this, we estimate at we will be limited to a $307,038 increase in our property tax levy, which equates to approximately a 1.38% increase from 1998. Some property tax expenditures are not subject to levy limits. These include special levies (i.e. levies for debt service) and the local share for matching grants received from the Federal or State government. These exceptions have been factored into the budget scenarios. The following summarizes the various components of the budget assumptions model. This information has been supplied by our department heads in justification of their budget requests. Please note that this information addresses all components of scenario 1. REVENUE ADJUSTMENTS 1. AMBULANCE BILLING - Increase of $95,000 to cover the Fire Department overtime increase requested by council last year. 2. BUILDING PERMITS - Increase of $125,000 to fund the additional position in the Building Department. 3. COURT FINES - Increase of $30,000 to better reflect the amount we expect to receive. 4. FALSE ALARMS - FIRE - $15,000 to fund the part-time position in the Fire Department. 5. UTILITY FUND SUMP PUMP PROGRAM - $15,000 to help fund the additional position in the Building Department. • Page 1 6. TRANSFER FROM RESERVE - This reserve was intended to help fund a new City Hall. We recommend eliminating this ($66,000) for 1999. 7. TRANSFER FROM LIQUOR FUND - We recommend an increase in the Liquor Fund transfer, from $400,000 to $425,000. WX1j ;I11r0rj4,1 k &� WAGES We have provided for a 3% increase in wages for 1999. Such an increase is provided by all of our bargaining unit contracts for 1999. GENERAL ELECTION The General Election Department will reduce its budget by $70,000 due to lack of a general election. PARKS The Park department requests a budget addition of $18,000 to fund a fishing pier at Lake Cornelia. POLICE The Police Department requests $30,000 to fund overtime for traffic enforcement. PUBLIC WORKS The Public Works Department requests $50,000 to fund the City's share of implementing the sidewalk plan. An additional $10,00 is requested to fund ADA public improvements. ASSESSING The Assessing Department is requesting $60,000 to fund a new appraiser position and $50,000 to replace the current filing system. • Page 2 State law requires that each year 25% of all parcels must be physically inspected and reviewed. Current staff levels do not allow compliance with this requirement. The following compares our staff levels with adjoining cities: Jurisdiction Parcels Employees Appraisers Parcels /Employee Edina 20,701 6 3 3,450 Bloomington 29,572 15 10 1,917 Eden Prairie 18,891 8 5 2,361 Plymouth 21,756 8.5 5.5 2,559 St. Louis Park 15,565 6 3 2,594 Minnetonka 19,295 7 4 2,756 BUILDING The Building Department is requesting $60,000 to fund a new full time position. This position would be responsible for building inspections and the new Sump Pump program. A portion of this cost will be offset by revenues from the Utility Fund. There is also a need for a part-time secretarial position - $15,000. FIRE 1. OVERTIME -The Fire Department requests a $50,000 increase to fund the cost of overtime due to the ever - increasing number of calls. This additional expense would be offset by increased Ambulance Billing Revenues. 2. NEW EQUIPMENT - $60,000 - Equipment replacement funding levels remain short of anticipated costs by $60,000 annually. 3. PART -TIME POSITION - $15,000 for part-time position: approximately 1,000 hours per year. Records, billing false alarm, scheduling fire prevention and training responsibilities. Cost for position should be fully recovered in fees and charges. COMMISSIONS AND SPECIAL PROJECTS Deer Program Reduction - Staff recommends a one year suspension of the Deer Control program based on current population levels. This results in a $4,500 reduction. • Page 3 CENTRAL SERVICES 1. ADJUSTMENT OF FLEXIBLE BENEFITS -We recommend a $23,520 increase in the City's contribution to City- provided benefits for our employees. This represents a $10 per month per employee increase. 2. PERA - CITY CONTRIBUTION -The PERA program has set a mandate that requires the City to increase its employer contribution from 4.48% to 5.18 %. 3. INSURANCE - Decrease in total insurance program expected to be about $20,000. TECHNOLOGY PLAN The proposal for the 1999 budget is to reduce our expenditures from last year's budget by $30,000 for Phase 3 of the technology plan. This last phase of the plan will connect our offsite facilities with the city hall network. Four of these facilities impact the general fund (fire -2, public works and the senior center) while all the rest are within our enterprise funds. This network connection will give the offsite facilities: email capabilities, scheduling with city hall, share file access, internet access, etc. This phase also includes upgrading our MIS Coordinator from 4 days a week to full time status. • Page 4 • Includes loss due to abatements of $200,000 THE TAX LEVY IN SCENARIO 1 IS OVER THE LEVY LIMIT BY $224,162 % Change in Expenditures and Taxes 96-99 8.91% 7.00% 6.00% 4.88% 5.00% 4.97 A RAM 04.00% ■EXPEND. .01% OT v 3.00% at 2.00% 1.00% 0.00% Me 1997 1998 1999 Year Summary of Scenario 1 •_ 1999 BUDGET ASSUMPTIONS PROPOSED ACTUAL BUDGETED ASSUMP % PROPOSED 1997 1998 INCREASE 1999 SALARIES & STEP PROG. 9,162,128 9,805,333 1 3.00%1 10,119,493 CONTRACTUAL SVCS. 2,315,067 2,343,8281 1.50%1 2,378,985 COMMODITIES 690,109 815,601 1.50%1 827,835 CENTRAL SERVICES 3,706,279 3,776,504 2.25 3,861,475 EQUIPMENT 921,510 1,172,497 1 2,00%1 1,195,947 BUDGET ADJUSTMENTS 359,520 16,795,093 17.913,763 18,743,256 % INCREASE IN EXPENDITURES 4.63% $ INCREASE IN EXPENDITURES 829,493 ASSUMPTIONS 1999 BUDGET PROPOSED ACTUAL BUDGETED ASSUMP % PROPOSED 1997 1998 INCREASE 1999 PROPERTY TAXES 12.105,724 13,104.140 13,498,341 • FEES. LICENSES & PERMITS 2,965.192 2,574,080 1 2,00%1 2,625,562 COURT FINESIFUND TRANSFERS /ETC. 1,042,813 982.2281 2.00%1 1,001,873 INTERGOVERNMENTAL AID 1,643.648 1.503.3151 5.0 ° 1,578.481 REVENUE ADJUSTMENTS 239,000 TOTAL REVENUES 17,757,377 18,163,763 18,943.256 % INCREASE IN REVENUES 4.35% $ INCREASE IN REVENUES 779,493 • Includes loss due to abatements of $200,000 THE TAX LEVY IN SCENARIO 1 IS OVER THE LEVY LIMIT BY $224,162 % Change in Expenditures and Taxes 96-99 8.91% 7.00% 6.00% 4.88% 5.00% 4.97 A RAM 04.00% ■EXPEND. .01% OT v 3.00% at 2.00% 1.00% 0.00% Me 1997 1998 1999 Year ' Includes loss due to abatements of $200,000 THE TAX LEVY IN SCENARIO 2 IS OVER THE LEVY LIMIT BY $11,162 % Change In Expenditures and Taxes 96-99 8.91% 7.00% 6.00% 5.00% 4.97 4.88%...% 04.00%- ■EXPEND. GTAXES v 3.00% x 2.00% 1.00% 0.00% 1996 1997 1998 1999 Year Summary of Scenario 2 J 1999 BUDGET ASSUMPTIONS PROPOSED EXPENDITURES ACTUAL BUDGETED ASSUMP % PROPOSED 1997 1998 INCREASE 1999 SALARIES & STEP PROG. 9,162,128 9,805.333 10.119.493 CONTRACTUAL SVCS. 2,315,067 2,343,828 1 2.378,985 COMMODITIES 690,109 815,601 50° 827,835 CENTRAL SERVICES 3,706,279 3,776.504 2.2 ° 3,861,475 EQUIPMENT 921,510 1,172,497 1.195,947 BUDGET ADJUSTMENTS 146.520 16,795,093 17,913,763 18,530,256 % INCREASE IN EXPENDITURES 3.44% $ INCREASE IN EXPENDITURES 616,493 ASSUMPTIONS 1999 BUDGET PROPOSED REVENUES ACTUAL BUDGETED ASSUMP % PROPOSED 1997 1998 INCREASE 1999 PROPERTY TAXES 12,105,724 13,104,140 13,285,341 " FEES, LICENSES & PERMITS 2,965,192 2,574,080 0 ° 2,625,562 COURT FINES /FUND TRANSFERS /ETC. 1,042,813 982,228 1,001,873 INTERGOVERNMENTAL AID 1.643.648 1,503,315 965 ° 1,578.481 REVENUE ADJUSTMENTS 239,000 TOTAL REVENUES 17,757.377 18,163.763 18,730,256 % INCREASE IN REVENUES 3.16% $ INCREASE IN REVENUES 566,493 ' Includes loss due to abatements of $200,000 THE TAX LEVY IN SCENARIO 2 IS OVER THE LEVY LIMIT BY $11,162 % Change In Expenditures and Taxes 96-99 8.91% 7.00% 6.00% 5.00% 4.97 4.88%...% 04.00%- ■EXPEND. GTAXES v 3.00% x 2.00% 1.00% 0.00% 1996 1997 1998 1999 Year 1999 Budget Adjustments ... BUDGET ASSUMPTIONS -PROPOSED • u ► SCENARIO 1 SCENARIO 2 SCENARIO 3 AMBULANCE BILLING 95,000 95,000 BUILDING PERMITS 125,000 125,000 COURT FINES 30,000 30,000 FALSE ALARMS - FIRE 15,000 15,000 UTILITY FUND SUMP PUMP PROGRAM 15,000 15,000 ELIMINATE TRANSFER FROM RESERVE (66,000) (66,000) INCREASE TRANSFER FROM LIQUOR 25,000 25,000 TOTAL REVENUE ADJUSTMENTS 239,000 239,000 0 NEW PROGRAMS -99 SCENARIO 1 SCENARIO 2 SCENARIO 3 NON - ELECTION YEAR (70,000) (70,000) ••- FISHING PIER 18,000 POLICE: OT TRAFFIC CONCERNS 30,000 20,000 SUBTOTAL (22,000) (50,000) 0 NEW PROGRAMS -99 SCENARIO 1 SCENARIO 2 SCENARIO 3 PUBLIC WORKS: SIDEWALK GEN FD PROGRAM 50,000 0 ADA PUB IMP 10,000 0 FULL TIME APPRAISER 60,000 60,000 FILING SYSTEM 50,000 NEW FULL TIME POSITION 60,000 60,000 (BLDG & SUMP PROGRAM RESP) PART TIME SECRETARY 15,000 SUBTOTAL 245,000 120,000 0 I 1999 Budget Adjustments •.. BUDGET ASSUMPTIONS -PROPOSED ADJUSTMENTS- NEW PROGRAMS -99 SCENARIO 1 SCENARIO 2 SCENARIO 3 OVERTIME (OFFSET BY AMB REV) 50,000 50,000 EQUIPMENT 60,000 PART -TIME POSITION 15,000 15,000 DEER PROGRAM REDUCTION (4,500) (4,500) PERSONNEL RECOGNITION 2,500 2,500 SUBTOTAL 123,000 63.000 0 BUDGET • -PROPOSED ADJUSTMENTS- NEW PROGRAMS -99 SCENARIO 1 SCENARIO 2 SCENARIO 3 CENTRAL SERVICES: PERA - CITY CONTRIBUTION ADJ (MANDATE) 40,000 40,000 FLEX PLAN 23,520 23,520 INSURANCE TECHNOLOGY PLAN: PHASE 3 TECH PLAN (20,000) (20,000) (30,000) (30,000) TOTAL BUDGET ADJUSTMENTS 359.520 146.520 0 1998 1997 1996 a 1995 1994 1993 Fire Overtime Budget vs. Actual 94,000 154,000 154,000 190,445 13 ,000 23P,344 263,977 1000 0315,458 95,026 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 Dollars 6/15/98 Page 1 ■ Actual ❑ Budget �9t13A, �1 0� e 0 OflroMS6 RESOLUTION APPROVING AMENDED BUDGET City of Edina, FOR TAX INCREMENT FINANCING PLAN BE_'IT RESOLVED, by the City Council of the City of Edina, Minnesota (the "City "), as - - follows: 1. Proposed Amended Budget. The City has approved a development program and development district pursuant to Minnesota Statutes, Sections 469.124 to 469.13, and in order to finance the costs to be incurred by the City in connection with the development program, the City has established a tax increment financing district, as defined in Minnesota Statutes, Section 469.174, subdivision 9, designated by the City as the Southdale Tax Increment Financing District (Hennepin County No. 1204) (the "District "). It has been proposed that the City modify the tax increment financing plan for the District by approving amendments to the budget for the District (the "Amended Budget "). The Amended Budget does not increase the bonded indebtedness to be incurred or increase the total estimated tax increment expenditures by the City and approval of the Amended Budget does not require the notice, public hearing, discussion and findings required for approval of the original tax increment financing plan for the District. 2. Use of Tax Increment in Other Tax Increment Financing Districts. Among other things, the tax increment financing plan for the District authorizes the use of the increment from the District to pay project costs and debt service on the bonds authorized by the tax increment financing plans for Centennial Lakes Tax Increment Financing District (Hennepin County No. 1203) ( "TIF District 1203 ") of the Housing and Redevelopment Authority of Edina, Minnesota. Pursuant to such authority the Amended Budget includes a transfer of $1,399,306 from the District to TIF District 1203. Such prior authorization to make such a transfer is hereby ratified and confirmed. 3. Approval of Amended Budget. The Amended Budget has been presented to this Council and are ordered placed on file in the office of the City Clerk, and the Amended Budget is hereby approved. Dated this 29th day of December, 1998. Mayor Attest: C erk City Hall (612) 927 -8861 4801 WEST 50TH STREET FAX (612) 927 -7645 EDINA, MINNESOTA 55424 -1394 TDD (612) 927 -5461 AGENDA EDINA HOUSING AND REDEVELOPMENT AUTHORITY EDINA CITY COUNCIL YEAR END MEETING DECEMBER 29,1998 5:00 P.M. ROLLCALL I. TIF District Amendments II. ADJOURNMENT EDINA CITY COUNCIL I. FINANCE A. 1999 Year End Budget Forecast B. Payment of 1998 Year End Claims as per Pre -List dated 12/23/98 TOTAL: $323,498.72. II. RECOMMENDATIONS AND REPORTS A. TIF District Amendments B. Minnehaha Creek Watershed District Appointment Thur Dec 31 Fri Jan 1 Mon Jan 4 Mon Jan 18 Tues Jan 19 Mon Feb 1 Mon Feb 15 Tues Feb 16 Mon Mar 1 Mon Mar 15 SCHEDULE OF UPCOMING MEETINGS NEW YEAR'S EVE DAY - CITY HALL CLOSES AT NOON NEW YEAR'S DAY - CITY HALL CLOSED Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS MARTIN LUTHER KING DAY OBSERVED - CITY HALL CLOSED Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS PRESIDENTS DAY OBSERVED - CITY HALL CLOSED Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS Regular Council Meeting 7:00 P.M. COUNCIL CHAMBERS COUNCIL Ch --v.; REGISTER i 2- -r;C -1998 (18:56) page 1 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM OBJECT PO NUM ----- - - - - 195760 -- -- ------------------------------------------------------------------------------------------------------------------- 12/29/98 $189.59 3M CO HGF0878 Sign shop letters TP14591 STREET NAME SI GENERAL SUPPLI 8768 12/29/98 $470.18 3M CO HGF0878 Letters TP12464 PAVEMENT MARKI GENERAL SUPPLI 8204 < *> $659.77* 195761 12/29/98 $144.63 Aasen, Laurie MILEAGE OR ALLOWANCE 121798 GOLF ADMINISTR MILEAGE < *> $144.63* 195762 12/29/98 $73.23 ACE SUPPLY Heating supplies 193306 BUILDINGS GENERAL SUPPLI 8529 < *> $73.23* 195763 12/29/98 $356.78 ACME WINDOW CLEAN Window clean 027533 STREET REVOLVI GENERAL SUPPLI 8709 < *> $356.78* 195764 12/29/98 $127.69 ADVANCED GRAPHICS SYSTEM SERVICE CONTRACTS EQU 019009 CENT SVC GENER SVC CONTR EQUI < *> $127.69* 195765 12/29/98 $132.60 AIM ELECTRONICS CONTRACTED REPAIRS 19912 ARENA ICE MAIN CONTR REPAIRS 8804 < *> $132.60* 195766 12/29/98 $4,600.00 ALBERG WATER SERVICES Water well preparatio 11032 MAINT OF COURS PROF SERVICES < *> $4,600.00* 195767 12/29/98 $93.90 All Saints Brands COST OF GOODS SOLD BE 7228 VERNON SELLING CST OF GDS BEE < *> $93.90* 195768 12/29/98 $213.68 Ameripride Linen & Appar LAUNDRY 113098 FIRE DEPT. GEN LAUNDRY 12/29/98 $30.36 Ameripride Linen & Appar;LAUNDRY 113098 LABORATORY LAUNDRY 12/29/98 $246.38 Ameripride Linen & Appar�LAUNDRY 113098 CITY HALL GENE LAUNDRY 12/29/98 $163.59 Ameripride Linen & Apparr LAUNDRY 113098 GRILL LAUNDRY 12/29/98 $76.71 Ameripride Linen & Appar LAUNDRY 113098 50TH ST OCCUPA LAUNDRY 12/29/98 $187.61 Ameripride Linen & Appa LAUNDRY 113098 YORK OCCUPANCY LAUNDRY 12/29/98 $65.56 Ameripride Linen & Appa LAUNDRY 113098 VERNON SELLING LAUNDRY < *> $983.89* 195769 12/29/98 $51.66 AUGIE'S INC. COST OF GOODS SOLD 9951 GOLF DOME COST OF GD SOL 1379 < *> $51.66* 195770 12/29/98 $180.00 AVEN CONFERENCES & SCHOOLS 1222 POLICE DEPT. G CONF & SCHOOLS 8231 < *> $180.00* 195771 12/29/98 $79.90 BACHMANS Tree wrap 95939 GENERAL MAINT GENERAL SUPPLI 8685 < *> $79.90* 195772 12/29/98 $522.52 BARR ENGINEERING COMPANY Prof eng sery 23273546 GENERAL STORM PROF SERVICES 12/29/98 $1,957.13 BARR ENGINEERING COMPANY Prof eng srev 2327A127 GENERAL STORM PROF SERVICES. < *> $2,479.65* 195773 12/29/98 $194.04 Battery Wholesale Inc Batteries 4624 EQUIPMENT OPER REPAIR PARTS 8293 < *> $194.04* 195774 12/29/98 $874.64 Becker Arena Products ;CONTRACTED REPAIRS 15886 ARENA ICE MAIN CONTR REPAIRS < *> $874.64* 195775 12/29/98 $149.30 BELLBOY CORPORATION iCOST OF GOODS SOLD BE 15580800 50TH ST SELLIN CST OF GDS BEE 12/29/98 $392.60 BELLBOY CORPORATION COST OF GOODS SOLD LI I 15581000 YORK SELLING CST OF GD LIQU COUNCIL CHECK REGISTER 23- DEC -1998 (18:56) page 2 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION„ INVOICE _ PROGRAM OBJECT PO NUM -----------------------------------------------------------------_------------------------------------------------------------------- 195775 12/29/98 $330.19. BELLBOY CORPORATION COST OF GOODS SOLD MI 28924900 YORK SELLING CST OF GDS MIX 12/29/98 •$169.40 BELLBOY CORPORATION COST OF GOODS SOLD MI 28929100 VERNON SELLING CST OF GDS MIX 12/29./98 $304.25 BELLBOY CORPORATION COST OF GOODS SOLD LI 15634200_.YORK SELLING CST OF GD LIQU 12/29/98 $94.85 BELLBOY CORPORATION COST OF GOODS SOLD WI 15634200 YORK SELLING CST OF GD WINE 12/29/98 $141.00 BELLBOY CORPORATION _ COST'OF GOODS SOLD BE 15634300-YORK SELLING CST OF GDS BEE 12/29/98 $90.74 BELLBOY CORPORATION COST OF GOODS SOLD MI 28981100 50TH ST SELLIN CST OF GDS MIX 12/29/98 $82.67 BELLBOY CORPORATION COST OF GOODS SOLD MI 28981200 YORK - SELLING CST OF-GDS MIX 12/29/98 $294.38 BELLBOY CORPORATION COST OF GOODS SOLD MI 28981300 VERNON SELLING CST OF GDS MIX < *> $2,049.38* 195776 12/29/98 $32.75 BERTELSON BROS. INC. GENERAL.SUPPLIES 6156830 CENT SVC GENER GENERAL SUPPLI 12/29/98 $79.85 BERTELSON BROS: INC. GENERAL SUPPLIES 6161020 FIRE DEPT: GEN GENERAL SUPPLI 12/29/98 $135.74 BERTELSON BROS. INC. GENERAL SUPPLIES 6161020 CENT SVC GENER GENERAL SUPPLI 12/29/98 $8.18 BERTELSON BROS. INC. GENERAL SUPPLIES 6161020 PARK ADMIN. GENERAL SUPPLI 12/29/98 $162.86 BERTELSON BROS. INC. OFFICE SUPPLIES 6161050 POLICE DEPT. G OFFICE SUPPLIE 8737 12/29/98 $157.48 BERTELSON BROS. INC. Office supplies 6162370 PW BUILDING , GENERAL SUPPLI 8592 12/29/98 $93.28 BERTELSON BROS. INC. GENERAL SUPPLIES 6172550 FIRE DEPT. GEN GENERAL SUPPLI 8478 12/29/98 $23.38 BERTELSON BROS. INC. GENERAL SUPPLIES S002758 FINANCE GENERAL SUPPLI < *> $693.52* 195777 12/29/98 $186.99 BLOOMINGTON LOCK & SAFE Ke cabinet SVC01488 PW,BUILDING REPAIR PARTS 8216 < *> $186.99* 195778 12/29/98 $268.00 BRAUN INTERTEC Prof eng sere 112522 SAN.SEWER CIP < *> $268.00* 195779 12/29/98 $78.11 BRISSMAN- KENNEDY INC CLEANING SUPPLIES 5469902 CITY HALL GENE CLEANING SUPPL 8172 < *> $78:11* 195780 12/29/98 _$111.65 Brock White Paint /sealer EG109445 BUILDING MAINT GENERAL SUPPLI 8533 < *> $111.65* 195781 12/29/98 $558.12 C & M Incorporated Wing post 17934 EQUIPMENT OPER ACCESSORIES 8297 < *> $558.12* 195782 12/29/98 $401.87 Camas Gravel 1557225 DISTRIBUTION GENERAL SUPPLI 2850 < *> $401.87* 195783 12/29/98 $722.85 CEMSTONE PRODUCTS CO Concrete 83871 DISTRIBUTION REPAIR PARTS 8711 < *> $722.85* 195784 12/29/98 $1,102.50 CERES ENVIRONMENTAL SERV Weed waste disposal 23665 TREES & MAINTE RUBBISH REMOVA 12/29/98 $112.50 CERES ENVIRONMENTAL SERV Weed waste disposal 23710 TREES & MAINTE RUBBISH REMOVA 8199 < *> $1,215.00* 195785 12/29/98 $205.35 CONNEY SAFETY PRODUCTS Stock 00790916 GENERAL MAINT SAFETY EQUIPME 8596 < *> $205.35* 195786 12/29/98 $139.20 Construction Market Data Ad forbid CB37786 ADMINISTRATION ADVERTISING LE < *> $139.20* 195787 12/29/98 $1,012.07 CONSTRUCTION MATERIALS I Erosion mat 43458 GENERAL STORM GENERAL SUPPLI 8058 < *> $1,012.07* 195788 12/29/98 $21.29 COPY EQUIPMENT INC. Blueline paper 113362 ENGINEERING GE BLUE PRINTING 8565 COUNCIL C.__,.. REGISTER _, C -1998 (18:56) — page 3 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM OBJECT PO NUM ------------------------------------------------------------------------------------------------------------------------------------ 195788 12/29/98 $209.06 COPY EQUIPMENT INC. Plotter supplies 113830 ENGINEERING GE BLUE PRINTING 8675 12/29/98 $96.27 COPY EQUIPMENT INC. Plotter supplies 0114026 ENGINEERING GE BLUE PRINTING 8675 < *> $326.62* 195789 12/29/98 195790 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 195791 12/29/98 195792 12/29/98 195793 12/29/98 $777.97 Corporate Advertising & Championship T- shirts 97176 $777.97* $1,358.08 $350.50 $3,390.30 $1,219.50 $160.00 $6,478.38* DAY DISTRIBUTING DAY DISTRIBUTING DAY DISTRIBUTING DAY DISTRIBUTING DAY DISTRIBUTING $83.07 DC SALES COMPANY INC $83.07 *' $1,163.75 DCA INC $1,163.75* $24.60 DENNYS 5th AV BAKERY $24.60* EDINA ATHLETIC GENERAL SUPPLI COST OF GOODS SOLD MI 49330 50TH ST SELLIN CST OF GDS MIX COST OF GOODS SOLD BE 49391 YORK SELLING CST OF GDS BEE COST OF GOODS SOLD BE 49392 YORK SELLING CST OF GDS BEE COST OF GOODS SOLD BE 49396 VERNON SELLING CST OF GDS BEE COST OF GOODS SOLD BE 49397 VERNON SELLING CST OF GDS BEE Plumbing supplies VERNON SELLING 778317 PKBOND CIP EQUIP REPLACEM 3402 Benifits materials 110876 CITY HALL GENE GENERAL SUPPLI COST OF GOODS SOLD 98687 GRILL COST OF GD SOL 1382 195794 12/29/98 $180.39 DPD PRINTING 76184 GOLF ADMINISTR PRINTING 8561 < *> $180.39* 195796 12/29/98 - $14.99 EAGLE WINE COST OF GOODS SOLD LI 99975 50TH ST SELLIN CST OF GD LIQU 12/29/98 $176.66 EAGLE WINE COST OF GOODS SOLD WI 02179 VERNON SELLING CST OF GD WINE 12/29/98 - $37.65 EAGLE WINE COST OF GOODS SOLD LI 00331 YORK SELLING CST OF GD LIQU 12/29/98 - $176.66 EAGLE WINE COST OF GOODS SOLD WI 00343 VERNON SELLING CST OF GD WINE 12/29/98 - $99.09 EAGLE WINE COST OF GOODS SOLD LI 00344 VERNON SELLING CST OF GD LIQU 12/29/98 - $90.23 EAGLE WINE COST OF GOODS SOLD LI 00477 VERNON SELLING CST OF GD LIQU 12/29/98 - $40.67 EAGLE WINE COST OF GOODS SOLD LI 00523 50TH ST SELLIN CST OF GD LIQU 12/29/98 $2,122.49 EAGLE WINE COST OF GOODS SOLD WI 04030 VERNON SELLING CST OF GD WINE 12/29/98 $630.45 EAGLE WINE COST OF GOODS SOLD WI 04031 VERNON SELLING CST OF GD WINE 12/29/98 $935.33 EAGLE WINE COST OF GOODS SOLD WI 04037 YORK SELLING CST OF GD WINE 12/29/98 $1,022.59 EAGLE WINE COST OF GOODS SOLD WI 04038 YORK SELLING CST OF GD WINE 12/29/98 $918.80 EAGLE WINE COST OF GOODS SOLD WI 04039 YORK SELLING CST OF GD WINE 12/29/98 $23.74 EAGLE WINE COST OF GOODS SOLD MI 04110 50TH ST SELLIN CST OF GDS MIX 12/29/98 $464.18 EAGLE WINE COST OF GOODS SOLD WI 04111 50TH ST SELLIN CST OF GD WINE 12/29/98 $231.40 EAGLE WINE COST OF GOODS SOLD WI 04113 50TH ST SELLIN CST OF GD WINE < *> $6,066.35* 195797 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 $598.00 $2,136.05 $9.35 $4,995.40 $110.40 $4,758.20 $23.40 $428.10 $1,299.90 $14,358.80* EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE EAST SIDE BEVERAGE 195798 12/29/98 $45.72 EDMUNDS, LIZ COST OF GOODS SOLD BE 402705 COST OF GOODS SOLD BE 404685 COST OF GOODS SOLD MI 404686 COST OF GOODS SOLD BE 404688 COST OF GOODS SOLD MI 404689 COST OF GOODS SOLD BE 405271 COST OF GOODS SOLD BE 405272 COST OF GOODS SOLD BE 405280 COST OF GOODS SOLD BE 406046 YORK SELLING CST OF GDS BEE 50TH ST SELLIN CST OF GDS BEE 50TH ST SELLIN CST OF GDS MIX YORK SELLING CST OF GDS BEE YORK SELLING CST OF GDS MIX VERNON SELLING CST OF GDS BEE VERNON SELLING CST OF GDS BEE 50TH ST SELLIN CST OF GDS BEE VERNON SELLING CST OF GDS BEE COST OF GOODS SOLD MI 121098 VERNON SELLING CST OF GDS MIX COUNCIL CHECK REGISTER 23- DEC -1998 (18:56) _.page 4 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM. OBJECT PO NUM ---------------------------------------------------------_--------------------------------------------------------------------------- 195798 12/29/98 $68 -.08- EDMUNDS, LIZ COST OF GOODS SOLD -MI 121598. VERNON- SELLING CST OF GDS MIX < *> $113.80* - 195799 12/29/98 $900.00 Electrical Installation Set 2 poles 2793 ST LIGHTING OR.REPAIR PARTS" 8316 < *> $900.00* 195800 12/29/98, $200.00 FAHRENKRUG, ROGER Instructor group less 121598 GOLF DOME PROF SERVICES 12/29/98 $45.00 FAHRENKRUG, ROGER Instructor clinic 121598 GOLF DOME PROF SERVICES < *> $245.00* 195801 12/29/98 $256.13 FRONTIER COMMUNICATIONS TELEPHONE 121498 CENT SVC GENER TELEPHONE < *> $256.13* 195802 12/29/98 $556.44 G & K SERVICES LAUNDRY 113098 GENERAL MAINT LAUNDRY 12/29/98 $45.60 G & K SERVICES GENERAL SUPPLIES. 113098 STREET REVOLVI GENERAL SUPPLI 12/29/98 $41.56 G & K SERVICES LAUNDRY 113098 CITY HALL GENE LAUNDRY 12/29/98 $187.55 G & K SERVICES LAUNDRY 113098 PW BUILDING LAUNDRY 12/29/98 $291.17 G & K SERVICES LAUNDRY 113098 EQUIPMENT OPER LAUNDRY_ 12/29/98 $159.92 G & K SERVICES LAUNDRY 113098 BUILDING MAINT LAUNDRY 12/29/98 $152.58 G & K SERVICES LAUNDRY 113098 ARENA BLDG /GRO LAUNDRY 12/29/98 $108.44 G & K SERVICES LAUNDRY 113098 PUMP & LIFT ST LAUNDRY < *> - $1,543.26* 195803 12/29/98 $14.37 Gaggin, Brain over paid water bill 121598 UTILITY PROG ACCOUNTS REC. < *> $14.37* 195804 12/29/98 $10,000.00 Gerten Greenhouse Plants 1 TREES & MAINTE ACCOUNTS PAYAB 8620 < *> $101000.00* 195805 12/29/98 $37.52 GRAINGER Light bulbs 49559867 CLUB HOUSE REPAIR PARTS 8459 12/29/98 $410.59 GRAINGER Light bulbs 49882789 CLUB HOUSE REPAIR PARTS 8459 12/29/98 $9.20 GRAINGER Light bulbs 49882789 CLUB HOUSE REPAIR PARTS 8459 12/29/98 $164.92 GRAINGER Time delay fan 97039465 PW BUILDING REPAIR PARTS 8528 12/29/98 $442.46 GRAINGER GENERAL SUPPLIES 49882835 GOLF DOME GENERAL SUPPLI 8554 < *> $1,064.69* 195806 12/29/98 $230.00 GRAPE BEGINNINGS INC COST OF GOODS SOLD WI 22348 YORK SELLING CST OF GD WINE 12/29/98 $115.00 GRAPE BEGINNINGS INC COST OF GOODS SOLD WI 22349 50TH ST SELLIN CST OF GD WINE < *> $345.00* 195807 .12/29/98 $36.00 GRAUSAM, STEVE DUES & SUBSCRIPTIONS 122198 LIQUOR 50TH ST DUES & SUBSCRI 12/29/98 $13.93 GRAUSAM, STEVE GENERAL SUPPLIES 122198 LIQUOR 50TH ST GENERAL SUPPLI < *> $49.93* 195808 12/29/98 $41.43 GRAYBAR ELECTRIC CO. Lighting 10434518 CITY HALL GENE REPAIR PARTS 8205 - 12/29/98 $120.77 GRAYBAR ELECTRIC CO. Supplies for warming 50091390 BUILDING MAINT,GENERAL SUPPLI 8599. < *> $162.20* 195810 12/29/98 - $70.38 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 893122 50TH ST SELLIN CST OF GD LIQU 12/29/98 $1,579.88 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 94354 VERNON SELLING CST OF GD LIQU 12/29/98 $191.29 GRIGGS COOPER & CO. COST OF GOODS.SOLD LI 02181 VERNON SELLING CST OF GD LIQU 12/29/98 $439.70 GRIGGS COOPER.& CO. COST OF GOODS SOLD LI 02183 YORK SELLING CST OF GD LIQU 12/29/98 $0.45 GRIGGS COOPER & CO. COST OF GOODS SOLD MI 02184 YORK SELLING CST OF GDS MIX 12/29/98 $191.29 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 02185 YORK SELLING CST OF GD LIQU, 12/29/98 $4,499.76 GRIGGS COOPER & CO. COST OF GOODS "SOLD LI 04033 VERNON SELLING CST OF GD LIQU CbUNCILic. — dEGISTER 972 CITY HALL GENE CONTR REPAIRS Home Juice COST OF GOODS SOLD MI _- -1998 (18:56) CST OF GDS MIX Honeywell Inc Monitoring #2 180PS074 FIRE DEPT. GEN page 5 CHECK NO DATE CHECK AMOUNT GOLF ADMINISTR VENDOR Hugo's Tree Care Tree trimming DESCRIPTION SPRING CLEANUP INVOICE PROGRAM Ice ban treatment OBJECT PO NUM ------------------------------------------------------------------------------------------------------------------------------------ 195810 12/29/98 $1,833.11 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04034 VERNON SELLING CST OF GD LIQU TOBACCO GRANT 12/29/98 $34.68 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04041 YORK SELLING CST OF GD LIQU 12/29/98 12/29/98. $7,206.52 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04042 YORK SELLING CST OF GD LIQU 12/29/98 $149.98 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04045 YORK SELLING CST OF GD LIQU 12/29/98 $3,451.39 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04046 YORK SELLING CST OF GD LIQU 12/29/98 $1,569.29 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04114 50TH ST SELLIN CST OF GD LIQU 12/29/98 $186.18 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04115 50TH ST SELLIN CST OF GD LIQU 12/29/98 $1,091.99 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 04118 50TH ST SELLIN CST OF GD LIQU 12/29/98 $455.05 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 05156 YORK SELLING CST OF GD LIQU 12/29/98 $220.96 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 05858 YORK SELLING CST OF GD LIQU 12/29/98 $110.48 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 05859 VERNON SELLING CST OF GD LIQU 12/29/98 $261.52 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 05860 50TH ST SELLIN CST OF GD LIQU 12/29/98 $110.48 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 05862 50TH ST SELLIN CST OF GD LIQU 12/29/98 $17.21 GRIGGS COOPER & CO. COST OF GOODS SOLD LI 90666 50TH ST SELLIN CST OF GD LIQU < *> $23,530.83* 195811 12/29/98 $35.00 HALL, MARILYN Perform Edinborough 010599 ED ADMINISTRAT PRO SVC OTHER < *> $35.00* 195812 12/29/98 $847.73 Hennepin County Sheriff' COURT CHARGES 121498. LEGAL SERVICES COURT CHARGES 12/29/98 $321.15 Hennepin County Sheriff' BOARD & ROOM PRISONER 121498 LEGAL SERVICES BRD & RM PRISO < *> $1,168.88* 195813 12/29/98 195814 12/29/98 195815 12/29/98 195816 12/29/98 195817 12/29/98 195818 12/29/98 195819 12/29/98 12/29/98 $24.50 $24.50* $40.05 $40.05* $79.88 $79.88* $48.00 $48.00* $4,648.73 $4,648.73* $590.44 $590.44* $245.25 $327.00 $572.25* Home Enviroment Center Water softner 972 CITY HALL GENE CONTR REPAIRS Home Juice COST OF GOODS SOLD MI 26830 VERNON SELLING CST OF GDS MIX Honeywell Inc Monitoring #2 180PS074 FIRE DEPT. GEN PROF SERVICES Hospitality Minnesota CONFERENCES & SCHOOLS 121598 GOLF ADMINISTR CONF & SCHOOLS Hugo's Tree Care Tree trimming 461 SPRING CLEANUP EQUIP REPLACEM 7803 Iceman Industries Inc Ice ban treatment 277 SNOW & ICE REM GENERAL SUPPLI 8681 INDEPENDENT SCHOOL DIST Custodial time 1149 EDINA ATHLETIC PROF SERVICES INDEPENDENT SCHOOL DIST Custodial time 1153 EDINA ATHLETIC PROF SERVICES 195820 12/29/98 $81.84 ISI Shop meters 117538 PUMP & LIFT ST GENERAL SUPPLI 8508 < *> $81.84* 195821 12/29/98 $100.75 IVERSON, KATHY MILEAGE OR ALLOWANCE 121598 TOBACCO GRANT MILEAGE 12/29/98 $171.67 IVERSON, KATHY GENERAL SUPPLIES 121598 TOBACCO GRANT GENERAL SUPPLI 12/29/98 $1,451.55 IVERSON, KATHY GENERAL SUPPLIES 122098 EDINA CHEM AWA GENERAL SUPPLI 12/29/98 $1,370.00 IVERSON, KATHY Consulting service 1221 TOBACCO GRANT PROF SERVICES 12/29/98 $4,500.00 IVERSON, KATHY 1998 contract 122198 COMMUNICATIONS PROF SERVICES 12/29/98 $1,500.00 IVERSON, KATHY 1998 contract 122198 LIQUOR 50TH ST PROF SERVICES 12/29/98 $1,500.00 IVERSON, KATHY 1998 contract 122198 LIQUOR YORK GE PROF SERVICES COUNCIL CHECK REGISTER 23- DEC -1998 (18:56). page CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM'- OBJECT PO NUM ------------------------------------------------------------------------------------------------ 195821 12/29/98 $1- ,500.00 IVERSON, KATHY 1998 contract 122198 VERNON LIQUOR PROF SERVICES 12/29/98 $11,000:00 IVERSON, KATHY 1998 Contract 122198 EDINA CHEM AWA PROF SERVICES < *> $23,093.97* 195822 12/29/98 $252'.31 J.H. LARSON COMPANY Electrical 40995480 ST LIGHTING OR GENERAL SUPPLI 8517 12/29/98 $243.97 J.H. LARSON COMPANY Stock 40998240 PW BUILDING REPAIR-PARTS 8534 < *> $496.28* 195823 12/29/98 $348.23 JAMES & COMPANY INC Plaque 27387 PARK MEMORIALS GENERAL SUPPLI < *> $348.23* 195825 12/29/98 $8.30 JERRY'S HARDWARE GENERAL SUPPLIES 122598 ENGINEERING GE GENERAL SUPPLI 12/29/98 $50..65 JERRY'S HARDWARE GENERAL SUPPLIES 122598 GENERAL MAINT GENERAL SUPPLI 12/29/98 $43.66 JERRY'S HARDWARE GENERAL SUPPLIES. 122598 STREET NAME SI GENERAL SUPPLI 12/29/98 $29.26 JERRY'S HARDWARE GENERAL SUPPLIES 122598 STREET REVOLVI GENERAL SUPPLI 12/29198 $44.69 JERRY'S HARDWARE GENERAL SUPPLIES 122598 POLICE DEPT. G GENERAL SUPPLI 12/29/98 $62.40 JERRY'S HARDWARE GENERAL SUPPLIES 122598 FIRE DEPT. GEN GENERAL SUPPLI 12/29/98 $108.19 JERRY'S HARDWARE GENERAL SUPPLIES 122598 YORK FIRE STAT GENERAL SUPPLI 12/29/98 $8.28 JERRY'S HARDWARE GENERAL SUPPLIES 122598 CITY HALL GENE GENERAL SUPPLI 12/29/98 $459.81 JERRY'S HARDWARE GENERAL SUPPLIES 122598 PW BUILDING GENERAL SUPPLI 12/29/98 $150.60 JERRY'S HARDWARE GENERAL SUPPLIES 122598 PARK MAINTENAN GENERAL SUPPLI 12/29/98 $214.82 JERRY'S HARDWARE GENERAL SUPPLIES 122598 BUILDING MAINT GENERAL SUPPLI 12/29/98 $42.62 JERRY'S HARDWARE GENERAL SUPPLIES 122598 GOLF ADMINISTR GENERAL SUPPLI 12/29/98 $44.70 JERRY'S HARDWARE GENERAL SUPPLIES 122598 RICHARDS MAINT GENERAL SUPPLI 12/29/98 $7.28 JERRY'S HARDWARE GENERAL SUPPLIES 122598 ARENA ICE MAIN GENERAL SUPPLI 12/29/98 $89.68 JERRY'S HARDWARE GENERAL SUPPLIES 122598 ED BUILDING .& GENERAL SUPPLI 12/29/98 $77.54 JERRY'S HARDWARE GENERAL SUPPLIES 122598 PUMP & LIFT ST GENERAL SUPPLI 12/29/98 $7.96 JERRY'S HARDWARE GENERAL SUPPLIES 122598 VERNON OCCUPAN GENERAL SUPPLI < *> $1,450.44* 195826 12/29/98 $1,243.20 JERRY'S TRANSMISSION SER CONTRACTED REPAIRS 103098 FIRE DEPT. GEN CONTR REPAIRS 6987 12/29/98 $924.94 JERRY'S TRANSMISSION SER REPAIR PARTS 103098 FIRE DEPT.. GEN REPAIR PARTS < *> $2,168.14* 195828 12/29/98 -$6.31 JOHNSON WINE CO. COST OF GOODS SOLD LI 76915 50TH ST SELLIN CST OF GD LIQU 12/29/98 - $115.56 JOHNSON WINE CO. COST OF GOODS SOLD WI 76916. YORK SELLING CST OF GD WINE 12/29/98 - $5.69 JOHNSON WINE CO. COST OF GOODS SOLD WI 76917 YORK SELLING CST OF GD WINE 12/29/98 -$3.32 JOHNSON WINE CO. COST OF GOODS SOLD WI 76918 YORK SELLING CST OF GD WINE 12/29/98 - $11.66 JOHNSON WINE CO. COST OF GOODS SOLD WI 76.919 YORK SELLING CST OF.GD WINE 12/29/98 -$2.83 JOHNSON WINE CO. COST OF GOODS SOLD WI 76.920 YORK SELLING. CST OF GD WINE 12/29/98 -$2.70 JOHNSON WINE CO. COST OF GOODS SOLD WI 76921 VERNON SELLING CST OF GD WINE 12/29/98 $3,220.65 JOHNSON WINE CO. COST, OF GOODS SOLD LI 920926 YORK SELLING CST OF GD LIQU 12/29/98 - $81.94 JOHNSON WINE CO. COST OF GOODS SOLD LI 77514 50TH ST SELLIN CST OF GD LIQU 12/29/98. -$6.91 JOHNSON WINE CO. COST OF GOODS SOLD WI 77515 YORK SELLING CST OF GD WINE 12/29/98 -$5.37 JOHNSON WINE CO. COST OF GOODS SOLD LI,77516 YORK-SELLING CST OF GD-LIQU 12/29/98 -$3.83 JOHNSON WINE CO. COST OF GOODS SOLD WI 77517 YORK SELLING ' CST OF GD WINE 12/29/98 -$3.83 JOHNSON WINE CO. COST OF GOODS SOLD WI 77519 VERNON SELLING CST OF GD WINE 12/29/98 $384.60 JOHNSON WINE CO. COST OF GOODS SOLD WI 922972 YORK SELLING CST OF GD WINE 12/29/98- $2,019.48 JOHNSON WINE CO. COST OF GOODS SOLD LI 922973 50TH ST SELLIN CST OF GD LIQU 12/29/98 $2,577.81 JOHNSON WINE CO. COST OF GOODS SOLD WI 922974 50TH ST SELLIN CST OF GD WINE 12/29/98 $8,117.09 JOHNSON WINE CO. COST OF GOODS SOLD LI 922975 YORK SELLING CST OF GD LIQU 12/29/98 $8,145.66 JOHNSON WINE CO. COST OF GOODS SOLD WI 922976 YORK SELLING CST OF GD WINE 12/29/98 $8,036.10 JOHNSON•WINE CO. COST OF GOODS SOLD LI 922977 VERNON SELLING CST OF GD LIQU 12/29/98. $6,812.51 JOHNSON WINE CO. COST OF GOODS SOLD WI 92.2978 VERNON SELLING CST OF GD WINE 12/29/98 $1.65 JOHNSON WINE CO. COST OF GOODS SOLD MI 922979 VERNON SELLING CST OF.GDS MIX COUNCIL C.. ,m REGISTER 2 ,.:C -1998 (18:56) page 7 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM OBJECT PO NUM ------------------------------------------------------------------------------------------------------------------------------------ 195828 12/29/98 $998.00 JOHNSON WINE CO. COST OF GOODS SOLD WI 923419 YORK SELLING CST OF GD WINE < *> $40,063.60* 195829 12/29/98 $272.00 JORDAN BEVERAGE COST OF GOODS SOLD BE 54461 YORK SELLING CST OF GDS BEE 12/29/98 $340.00 JORDAN BEVERAGE COST OF GOODS SOLD BE 54462 VERNON SELLING CST OF GDS BEE < *> $612.00* 195830 12/29/98 $444.60 Kaman Industrial Technol REPAIR PARTS Z165658 MAINT OF COURS REPAIR PARTS 8358 < *> $444.60* 195831 12/29/98 $390.83 KAR PRODUCTS Supplies 111390 MAINT OF COURS GENERAL SUPPLI 8357 < *> $390.83* 195832 12/29/98 - $112.10 Kiwi Kai Imports Inc COST OF GOODS SOLD WI CM1209 VERNON SELLING CST OF GD WINE 12/29/98 $1,556.05 Kiwi Kai Imports Inc COST OF GOODS SOLD WI 101355 50TH ST SELLIN CST OF GD WINE 12/29/98 $1,257.55 Kiwi Kai Imports Inc COST OF GOODS SOLD WI 101356 YORK SELLING CST OF GD WINE 12/29/98 $1,962.40 Kiwi Kai Imports Inc COST OF GOODS SOLD WI 101357 VERNON SELLING CST OF GD WINE 12/29/98 $109.00 Kiwi Kai Imports Inc COST OF GOODS SOLD BE 101358 VERNON SELLING CST OF GDS BEE 12/29/98 $70.00 Kiwi Kai Imports Inc COST OF GOODS SOLD WI 107407 50TH ST SELLIN CST OF GD WINE < *> $4,842.90* 195833 12/29/98 $446.00 KLM Engineering Inc Tower consultant 583 CONTINGENCIES PROF SERVICES < *> $446.00* 195834 12/29/98 $301.93 KNOX COMMERCIAL CREDIT Cement 357366 PUMP & LIFT ST GENERAL SUPPLI 8367 12/29/98 $5.60 KNOX COMMERCIAL CREDIT Hand tools 357446 BUILDING MAINT TOOLS 8337 12/29/98 $24.22 KNOX COMMERCIAL CREDIT Warming house supplie 357597 BUILDING MAINT GENERAL SUPPLI 8346 12/29/98 - $84.86 KNOX COMMERCIAL CREDIT Adjustment 0967902 EQUIPMENT OPER ACCESSORIES 12/29/98 - $266.13 KNOX COMMERCIAL CREDIT Credit 357790 GENERAL MAINT GENERAL SUPPLI 8770 12/29/98 $33.36 KNOX COMMERCIAL CREDIT Street Dept 357832 GENERAL MAINT GENERAL SUPPLI 8399 < *> $14.12* 195835 12/29/98 195836 12/29/98 195837 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 195838 12/29/98 195839 12/29/98 12/29/98 12/29/98 12/29/98 195840 12/29/98 $265.34 KONTERS, VIK UNIFORM ALLOWANCE $265.34* $351.45 KREMER SPRING & ALIGNMEN Parts $351.45* $1,207.85 $1 517.70 130.35 $115.90 $2,784.40 $5,756.20* $1,339.44 $1,339.44* $84.86 $457.42 $405.40 $139.08 $1,086.76* $343.38 KUETHER DISTRIBUTING CO KUETHER DISTRIBUTING CO KUETHER DISTRIBUTING CO KUETHER DISTRIBUTING CO KUETHER DISTRIBUTING CO LACAL EQUIPMENT INC LAWSON PRODUCTS INC. LAWSON PRODUCTS INC. LAWSON PRODUCTS INC. LAWSON PRODUCTS INC. LEITNER COMPANY 121898 POLICE DEPT. G UNIF ALLOW 086418 EQUIPMENT OPER REPAIR PARTS 8300 COST OF GOODS SOLD BE 227025 COST OF GOODS SOLD BE.227529 COST OF GOODS SOLD MI 227530 COST OF GOODS SOLD MI 227580 COST OF GOODS SOLD BE 227581 Sweeper parts 9811338 Sign shop pin 0967902 sTOCK 0971793 Stock 0971794 Stock 0971795 SOD & BLACK DIRT 121798 YORK SELLING CST OF GDS BEE 50TH ST SELLIN CST OF GDS BEE 50TH ST SELLIN CST OF GDS MIX YORK SELLING CST OF GDS MIX YORK SELLING CST OF GDS BEE EQUIPMENT OPER ACCESSORIES 8131 EQUIPMENT OPER ACCESSORIES EQUIPMENT OPER REPAIR PARTS 8419 EQUIPMENT OPER ACCESSORIES 8420 PUMP'& LIFT ST TOOLS 8418 MAINT OF COURS SOD & DIRT COUNCIL CHECK REGISTER i 23- DEC -1998 (18:56) page CHECK NO DATE -CHECK AMOUNT VENDOR =------------------------------- DESCRIPTION =----------------------------------------------------- INVOICE PROGRAM OBJECT PO NUM --------------------------------------------- <*> $343.38* 195841 12/29/98 $288.43 LONG LAKE TRACTOR & EQUI Parts 248192 EQUIPMENT OPER ACCESSORIES 8285 < *> $288.43* 195842. 12/29/98 .$557.05 LONG,.JEFF UNIFORM ALLOWANCE .121898 POLICE DEPT. G UNIF ALLOW < *> $557.05* 195843 12/29/98 $152.08 Lowell's Floor dry 7405498 EQUIPMENT OPER ACCESSORIES 8586 < *> $152.08 *. 195844 .12/29/98 $106.45 M -R SIGN Alum sign savers 91353 STREET NAME SI GENERAL SUPPLI 8407 < *> .$106.45* 195845 12/29/98 $59.18 MAC QUEEN EQUIP INC. Shear pin 2990541 EQUIPMENT OPER ACCESSORIES 8290 < *> $59.18* 195847 12/29/98 $1,882.35 MARK VII SALES COST OF GOODS SOLD BE 849589 YORK SELLING CST OF GDS BEE 12/29/98 $381.37 MARK VII SALES COST OF GOODS SOLD BE 849599 VERNON SELLING CST OF GDS BEE 12/29/98 $30.95 MARK VII SALES COST OF GOODS SOLD BE 849600 VERNON SELLING CST OF GDS BEE 12/29/98 $22.20 MARK VII SALES COST OF GOODS SOLD MI 849601 VERNON SELLING CST OF GDS MIX . 12/29/98 $81.55 MARK VII SALES COST OF GOODS SOLD MI 649851 50TH ST SELLIN CST OF GDS MIX 12/29/98 $310.55 MARK VII SALES COST OF GOODS SOLD BE 849848 VERNON SELLING CST OF GDS BEE` 12/29/98 $540.85 MARK VII SALES COST OF GOODS SOLD BE 849850 .50TH ST SELLIN CST OF GDS BEE 12/29/98 $25.60 MARK VII SALES COST OF GOODS SOLD MI 849871 YORK SELLING CST OF GDS MIX 12/29/98 $3,386.55 MARK VII SALES COST OF GOODS SOLD BE 849872 , YORK SELLING ' CST OF GDS BEE 12/29/98 $188.40 MARK VII SALES COST OF GOODS SOLD MI 849873.. YORK SELLING CST OF GDS MIX 12/29/98 $7.40. MARK VII SALES COST OF GOODS SOLD MI 852560 VERNON SELLING CST OF GDS MIX 12/29/98 $2,760.84 MARK VII SALES COST OF GOODS SOLD BE 852565 VERNON SELLING CST OF GDS BEE 12/29/98 $51.00 MARK VII SALES COST OF GOODS SOLD BE 852567 VERNON SELLING CST OF GDS BEE 12/29/98 $733.75 MARK VII SALES COST OF GOODS SOLD BE 852568 YORK SELLING CST OF GDS BEE < *> $10,403.36* 195848 12/29/98 $40.00 MARRCH DUES & SUBSCRIPTIONS 121698:- EDINA•CHEM AWA DUES & SUBSCRI < *> $40.00* 195849 12/29/98 $241.64 Matrix Communications In-Assessing new phone 1 34445 CENT SVC GENER TELEPHONE < *> $241.64* 195850 12/29/98 $146.11 MCMASTER -CARR SUPPLY'COM Sign shop stock 6901068 PAVEMENT MARKI GENERAL SUPPLI < *> $146'.11* 195851 12/29/98 $194.19 MEDICA CHOICE Over payment 121598 GENERAL FD PRO AMBULANCE FEES < *> $194.19* 195852 12/29/98 $30.00 MEHA CONFERENCES & SCHOOLS 121598 LABORATORY CONF & SCHOOLS < *> $30.00* 195853 12/29/98 $82.42 MENARDS ACCT #35170288 GENERAL SUPPLIES 37253 CENTENNIAL LAK GENERAL-SUPPLI 12_/29/98 $69.20 MENARDS ACCT #35170288 GENERAL SUPPLIES 38970 POOL TRACK GRE GENERAL SUPPLI < *> $151.62* 195854 12/29/98 $95.34 MENARDS * ACCT #30240251 Supplies 78427 MAINT OF COURS GENERAL SUPPLI 8356 < *> $95.34* COUNCIL t- .. REGISTER �C -1998 (18:56) page 9 CHECK NO DATE CHECK AMOUNT------ VENDOR--------- - - - - -- - - - -- DESCRIPTION - - - - -- INVOICE ------ PROGRAM--- - - - - - - -- - - -- OBJECT-- - - - -PO NUM ----------------------- 195855 12/29/98 - - - - -- $348.52 - - - - -- MERIT SUPPLY Golf car cleaner 49715 GOLF CARS GENERAL SUPPLI 8360 < *> $348.52* 195856. 12/29/98 $100.00 Metro Volley Ball Offici Officiating fee 121598 EDINA ATHLETIC PROF SERVICES < *> $100.00* 195857 12/29/98 $76.45 MIDWEST COCA -COLA BOTTLI COST OF GOODS SOLD MI 65117027 50TH ST SELLIN CST OF GDS MIX 12/29/98 $548.60 MIDWEST COCA -COLA BOTTLI COST OF GOODS SOLD MI 65117118 VERNON SELLING CST OF GDS MIX 12/29/98 $423.75 MIDWEST COCA -COLA BOTTLI COST OF GOODS SOLD MI 65118090 YORK SELLING CST OF GDS MIX < *> $1,048.80* 195858 12/29/98 $594.84 Midwest Fuels GASOLINE 64330 RICHARDS MAINT GASOLINE 2812 < *> $594.84* 195859 12/29/98 $200.00 Miller, Tom Instructor group less 121598 GOLF DOME PROF-SERVICES < *> $200.00* 195860 12/29/98 $8,499.84 MINNEAPOLIS FINANCE DEPA Water purchased 121298 DISTRIBUTION WATER PURCHASE < *> $8,499.84* 195861 12/29/98 $10.00 MINNESOTA DEPARTMENT OF Pesticide re cert 1218 GENERAL TURF C CONF & SCHOOLS < *> $10.00* 195862 12/29/98 $10.00 MINNESOTA DEPARTMENT OF License fee 121898 ED ADMINISTRAT DUES & SUBSCRI < *> $10.00* 195863 12/29/98 $10.00 MINNESOTA DEPARTMENT OF Pesticide license 1215 GENERAL TURF C LIC & PERMITS < *> $10.00* 195864 12/29/98 $40.00 MINNESOTA DEPARTMENT OF Pesticide license 121498. MAINT OF COURS PROF SERVICES < *> $40.00* 195865 12/29/98 $119.73 MINNESOTA WANNER Machine parts 39000 STREET NAME SI REPAIR PARTS 8539 < *> $119.73* 195866 12/29/98 $250.00 MRPA Conference fee 352CB PARK ADMIN. PROF SERVICES 12/29/98 $125.00 MRPA Conference fee 398CB PARK ADMIN. PROF SERVICES 12/29/98 $250.00 MRPA Conference fee 413CB PARK ADMIN. . PROF SERVICES 12/29/98 $260.00 MRPA CONFERENCES & SCHOOLS 421CB PARK ADMIN. CONF & SCHOOLS 7401 < *> $885.00* 195867 12/29/98 $448.00 MRPA DUES & SUBSCRIPTIONS 121698 EDINA ATHLETIC DUES & SUBSCRI < *> $448.00* 195868 12/29/98 $473.39 MUNICILITE CO Mini strobe 10579 EQUIPMENT OPER ACCESSORIES 8607 < *> $473.39* 195869 12/29/98 $91.80 NORTH STAR ICE COST OF GOODS SOLD MI 68962 YORK SELLING CST OF GDS MIX 12/29/98 $73.20 NORTH STAR ICE COST OF GOODS SOLD MI 68955 YORK SELLING CST OF GDS MIX 12/29/98 $20.40 NORTH STAR ICE COST OF GOODS SOLD MI 69782 50TH ST SELLIN CST OF GDS MIX 12/29/98 $122.40 NORTH STAR ICE COST OF GOODS SOLD MI 69783 VERNON SELLING CST OF GDS MIX < *> $307.80* 195870 12/29/98 $13.10 NORTH STAR INTERNATIONAL Gasket 216406 EQUIPMENT OPER REPAIR PARTS 8289 < *> $13.10* COUNCIL CHECK REGISTER 23- DEC -1998 (18 :56) HEALTH page 10 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM - OBJECT PO NUM ------------ 195871 ---.------------------------------------------------------------------------------------------------------------------------ 12/29/98 $14,910.00 NORTH STAR TURF EQUIPMENT REPLACEMENT 189043 EQUIPMENT REPL EQUIP REPLACEM < *> WINE $14,910.00* SPIRITS COST OF 195872 12/29/98 $818.12 NORTHWESTERN TIRE CO HAZ. WASTE DISPOSAL 51446 SUPERV;. & OVRH HAZ. WASTE DIS 8338 < *> GD.WINE $818.12* -$6.66 PHILLIPS WINE 195873 12/29/98 $230.00 NSP Electrical service M15990 UG STORAGE TAN CIP < *> 3186441 I $230.00* CST OF GD 19587.4 12/29/98 195875 12/29/98 195876 12/29./98 195877 12/29/98 195878 12/29/98 12/29/98 12/29/98 195879 12/29/98 < *> 195881 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 195884 -12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 12/29/98 $1,065.00 ORKIN EXTERMINATING $1,065.00* $127.00 Otis Spunkmeyer Inc $127.00* $14.97 PC COMPUTING - $14.97* $9.59 Pelach, Michael $9.59* $135.40 PEPSI -COLA $235.30 PEPSI -COLA $78.00 PEPSI -COLA $448.70* $200.00 Peterson, $200.00* $8.50 PETTY CASH $20.00 PETTY CASH $29.90 PETTY CASH $14.48 PETTY CASH $7.50 PETTY CASH $60.21 PETTY CASH $6.36 PETTY CASH $16.28 PETTY CASH $6.00 PETTY CASH $11.47 PETTY CASH $6.00 PETTY CASH $12.76 PETTY CASH $52.98 PETTY CASH $24.42 PETTY CASH $6.00 PETTY CASH ,$7.15 PETTY CASH $13.74 PETTY CASH $303.75* Pest control 1939565 HEALTH SP ASSM PROF SERVICES 8553 COST OF GOODS SOLD 2121837 GRILL COST OF GD SOL 1397 DUES & SUBSCRIPTIONS 121898 FIRE-DEPT. GEN DUES & SUBSCRI Replacement of sod 121898 GENERAL MAINT CONTR REPAIRS COMPANY COST OF GOODS SOLD MI 70736641 VERNON SELLING CST OF GDS MIX COMPANY COST OF GOODS SOLD MI 70736674 YORK SELLING CST OF GDS MIX COMPANY COST OF GOODS SOLD MI 70736701 50TH ST SELLIN CST OF GDS MIX Dorothy Tap group 121598 SENIOR CITIZEN PROF SERVICES MEETING EXPENSE 122198 CONFERENCES & SCHOOLS 122198 MEETING EXPENSE 122198 MILEAGE OR ALLOWANCE 122198 MILEAGE OR ALLOWANCE 122198 .MEETING EXPENSE 122198 PHOTOGRAPHIC SUPPLIES 122198 MEETING EXPENSE 122198 CONFERENCES & SCHOOLS 122198 PHOTOGRAPHIC SUPPLIES 122198 GENERAL SUPPLIES 122198 GENERAL SUPPLIES 122198 PROFESSIONAL SERVICES 122198 GENERAL SUPPLIES 122198 CONFERENCES & SCHOOLS 122198 MILEAGE OR ALLOWANCE 122198 GENERAL SUPPLIES 122198 CITY COUNCIL MEETING EXPENS ADMINISTRATION CONF & SCHOOLS ADMINISTRATION MEETING EXPENS ADMINISTRATION MILEAGE PLANNING MILEAGE ASSESSING MEETING EXPENS ASSESSING PHOTO SUPPLIES ENGINEERING GE MEETING EXPENS TRAINING CONF & SCHOOLS PUBLIC HEALTH PHOTO SUPPLIES INSPECTIONS GENERAL SUPPLI PARK ADMIN. GENERAL SUPPLI ADAPTIVE RECRE PROF SERVICES ADAPTIVE RECRE GENERAL SUPPLI GENERAL TURF C CONF & SCHOOLS GENERAL(BILLIN MILEAGE YORK SELLING GENERAL SUPPLI - $24.40 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186321. VERNON SELLING CST OF GD WINE - $17.05 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186440 50TH ST SELLIN CST OF GD.WINE -$6.66 PHILLIPS WINE & SPIRITS COST OF GOODS. SOLD WI 3186441 YORK SELLING CST OF GD WINE -$6.32 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186442 YORK SELLING CST OF GD WINE - $24.55 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186443 YORK SELLING CST OF GD WINE $881.30 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 450638 YORK SELLING- CST OF GD WINE - $24.40 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186518 VERNON SELLING CST OF GD WINE. C -1998 (18:56) page 11 COUNCIL CHEL.. REGISTER CHECK NO DATE- CHECK AMOUNT VENDOR - - - -- DESCRIPTION - - - - -- INVOICE -------- PROGRAM--- - - - - - - -- - - -- OBJECT-- - - - -PO -NUM ------- ------------------ 195884 12/29/98 -------------------------- $190.25 -------- PHILLIPS WINE & SPIRITS - COST OF GOODS SOLD WI 451187 YORK SELLING CST OF GD WINE OF GD LIQU 12/29/98 $720.95 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD LI 451461 YORK SELLING CST GD WINE 12/29/98 $523.50 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 451462 YORK SELLING CST OF 12/29/98 $50.55 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD MI 451463 YORK SELLING CST OF GDS MIX 12/29/98 $767.21 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD LI 451464 VERNON SELLING CST OF GD LIQU 12/29/98 -$2.40 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 3186663 VERNON SELLING CST OF GD WINE 12/29/98 $396.00 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 452160 YORK SELLING CST OF GD WINE 12/29/98 $40.85 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD MI 453137 VERNON SELLING CST OF GDS MIX 12/29/98 $40.85 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD MI 453138 YORK SELLING CST OF GDS MIX 12/29/98 $124.55 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453139 50TH ST SELLIN CST OF GD WINE 12/29/98 $124.55 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453140 YORK SELLING CST OF GD WINE 12/29/98 $124.55 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453141 VERNON SELLING CST OF GD WINE 12/29/98 $236.60 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453142 50TH ST SELLIN CST OF GD WINE 12/29/98 $1,375.58 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD LI 453143 YORK SELLING CST OF GD LIQU 12/29/98 $1,508.99 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453144 YORK SELLING CST OF GD WINE 12/29/98 $783.80 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453145 VERNON SELLING CST OF GD WINE 12/29/98 $1,489.90 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD LI 453146 VERNON SELLING CST OF GD LIQU 12/29/98 $489.20 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD LI 453147 50TH ST SELLIN CST OF GD LIQU 12/29/98 $1,638.03 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453148 50TH ST SELLIN CST OF GD WINE 12/29/98 $2,944.28 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453149 YORK SELLING CST OF GD WINE 12/29/98 $710.00 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD MI 453150 YORK SELLING CST OF GDS MIX 12/29/98 $6,421.31 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453151 VERNON SELLING CST OF GD WINE 12/29/98 $306.44 PHILLIPS WINE & SPIRITS COST OF GOODS SOLD WI 453573 VERNON SELLING CST OF GD WINE < *> $21,783.46* 195885 12/29/98 $590.00 PHYSIO CONTROL Lifepak paddle R6020176 FIRE DEPT. GEN FIRST AID SUPP 8479 < *> $590.00* 195886 12/29/98 $1,587.84 Pinnacle Distributing COST OF GOODS SOLD MI 996886 YORK SELLING CST OF GDS MIX 12/29/98 $719.49 Pinnacle Distributing COST OF GOODS SOLD MI 996925 VERNON SELLING CST OF GDS MIX 12/29/98 $446.58 Pinnacle Distributing COST OF GOODS SOLD MI 996963 50TH ST SELLIN CST OF GDS MIX 12/29/98 $266.00 Pinnacle Distributing COST OF GOODS SOLD MI 996972 50TH ST SELLIN CST OF GDS MIX 12/29/98 $189.20 Pinnacle Distributing COST OF GOODS SOLD MI 996973 YORK SELLING CST OF GDS MIX 12/29/98 $290.35 Pinnacle Distributing COST OF GOODS SOLD MI 996974 VERNON SELLING CST OF GDS MIX < *> $3,499.46* 195887 12/29/98 $48.17 PLASTIC TO GO WAREHOUSE GENERAL SUPPLIES 021635 BUILDING MAINT GENERAL SUPPLI 8022 12/29/98 $8.19 PLASTIC TO GO WAREHOUSE GENERAL SUPPLIES 021636 BUILDING MAINT GENERAL SUPPLI 8022 <*> $56.36* 195889 12/29/98 $78.48 PRIOR WINE COMPANY COST OF GOODS SOLD WI 02180 VERNON SELLING CST OF GD WINE WINE 12/29/98 $104.92 PRIOR WINE COMPANY COST OF GOODS SOLD WI SOLD WI 02182 00330 YORK SELLING YORK SELLING CST OF GD CST OF GD WINE 12/29/98 - $59.38 PRIOR WINE COMPANY PRIOR WINE COMPANY COST OF COST OF GOODS GOODS SOLD WI 04032 VERNON SELLING CST OF GD WINE 12/29/98 12/29/98 $905.10 $2,608.48 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04035 VERNON SELLING CST OF GD WINE 12/29/98 $105.98 PRIOR WINE COMPANY COST OF GOODS SOLD MI 04036 VERNON SELLING CST OF GDS MIX 12/29/98 $395.80 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04040 YORK SELLING CST'OF GD WINE 12/29/98 $1,663.33 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04043 YORK SELLING CST OF GD WINE MIX 12/29/98 $47.65 PRIOR WINE COMPANY COST OF GOODS SOLD MI 04044 YORK SELLING CST OF GDS 12/29/98 $1,136.90 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04047 YORK SELLING CST OF GD WINE GDS MIX 12/29/98 $24.35 PRIOR WINE COMPANY COST OF GOODS SOLD MI 041117 50TH ST SELLIN CST OF 12/29/98 $540.25 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04112 50TH ST SELLIN CST OF GD WINE OF GD WINE 12/29/98 $872.12 PRIOR WINE COMPANY COST OF GOODS SOLD WI 04116 SOLD WI 00728 50TH ST SELLIN CST YORK SELLING CST OF GD WINE 12/29/98 - $38.98 PRIOR WINE COMPANY WINE COMPANY COST OF COST OF GOODS GOODS SOLD WI 00729 50TH ST SELLIN CST OF GD WINE 12/29/98 - $12.72 PRIOR COUNCIL CHECK REGISTER 23- DEC -1998 (18:56) page 12 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM OBJECT PO NUM ------------------------------------------------------------------------------------------------------------------------------------ 195889 12/29/98 $277.25 PRIOR WINE COMPANY COST OF GOODS SOLD WI 05857 YORK SELLING CST OF GD WINE 12/29/98 $102.96 PRIOR WINE COMPANY COST OF GOODS SOLD WI 05861 50TH ST SELLIN CST OF GD WINE 12/29/98 $76.95 PRIOR WINE COMPANY COST OF GOODS SOLD WI 05863 50TH ST SELLIN CST OF GD WINE < *> $8,829.44* 195890 12/29/98 $103.62 Protection One Security service 121598 BUILDING MAINT PROF SERVICES 12/29/98 $92.71 Protection One ALARM SERVICE 122998 50TH ST OCCUPA ALARM SERVICE 12/29/98 $102.07 Protection One ALARM SERVICE 122998 YORK OCCUPANCY ALARM SERVICE 12/29/98 $59.59 Protection One ALARM SERVICE 122998 VERNON SELLING ALARM SERVICE < *> $357.99* 195891 12/29/98 $1,611.00 RECREATION SPORTS OFFICI Basketball officials 121698 EDINA ATHLETIC PROF SERVICES < *> $1,611.00* 195892 12/29/98 $191.71 RICMAR INDUSTRIES Cleaning supplies 232938 BUILDING MAINT GENERAL SUPPLI 8603 < *> $191.71* 195893 12/29/98 $12.65 Ritz Camera Film processing 37503808 SAN.SEWER CIP 8364 < *> $12.65* 195894 12/29/98 $400.91 SA -AG INC Sand 96033 DISTRIBUTION FILL MATERIALS 2848 < *> $400.91* 195895 12/29/98 $198.09 SAFETY KLEEN Waste disposal 923968 MAINT OF COURS SVC CONTR EQUI 8570 < *> $198.09* 195896 12/29/98 $524.76 SAM'S CLUB DIRECT COMMER GENERAL SUPPLIES 121898 BUILDING MAINT GENERAL SUPPLI < *> $524.76* 195897 12/29/98 $186.65 SEARS Tools 62059090 EQUIPMENT OPER TOOLS 8123 < *> $186.65* 195898 12/29/98 $129.00 SKB ENVIRONMENTAL Demo disposal 18984 TREES & MAINTE RUBBISH REMOVA 8421 < *> $129.00* 195899 12/29/98 $86.78 South Side Lumber Compan Salt shed supplies 2162125 GENERAL MAINT GENERAL SUPPLI 12/29/98 $3,455.01 South Side Lumber Compan Roof steel 2162236 SNOW & ICE REM GENERAL SUPPLI 7416 12/29/98 $46.73 South Side Lumber Compan Salt shed supplies 2162391 GENERAL MAINT GENERAL SUPPLI < *> $3,588.52* 195900 12/29/98 $29.90 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD BE 91109 YORK SELLING CST OF GDS BEE 12/29/98 $3,184.10 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD BE 91111 YORK SELLING CST OF GDS BEE 12/29/98 $182.75 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD MI 91112 YORK SELLING CST OF GDS MIX 12/29/98 $240.00 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD BE 91113 YORK SELLING CST OF GDS BEE 12/29/98 $1,405.35 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD BE 91115 50TH ST SELLIN CST OF GDS BEE 12/29/98 $54.65 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD MI 91116 50TH ST SELLIN CST OF GDS MIX 12/29/98 $500.00 SOUTHSIDE DISTRIBUTORS I COST OF GOODS SOLD BE 403216 YORK SELLING CST OF GDS BEE < *> $5,596.75* 195901 12/29/98 $88.00 SOUTHWEST JOURNAL Southwest journal 26104 50TH ST SELLIN ADVERT OTHER 12/29/98 $88.00 SOUTHWEST JOURNAL Southwest journal 26104 YORK SELLING ADVERT OTHER 12/29/98 $88.00 SOUTHWEST JOURNAL Southwest journal 26104 VERNON SELLING ADVERT OTHER 12/29/98 $88.00 SOUTHWEST JOURNAL ADVERTISING OTHER 26416 50TH ST SELLIN ADVERT OTHER 12/29/98 $88.00 SOUTHWEST JOURNAL ADVERTISING OTHER 26416 YORK SELLING ADVERT OTHER 12/29/98 $88.00 SOUTHWEST JOURNAL ADVERTISING OTHER 26416 VERNON SELLING ADVERT OTHER COUNCIL REGISTER jeC -1998 (18:56) page 13 CHECK NO DATE CHECK AMOUNT VENDOR DESCRIPTION INVOICE PROGRAM OBJECT PO NUM ---------------------------------------------------------------------------=-------------------------------------------------------- <*> $528.00* 195902 12/29/98 $67.92 SPS Circuit board 3098254 BUILDING MAINT REPAIR PARTS < *> $67.92* 195903 12/29/98 $241.99 SUBURBAN CHEVROLET Fuel sensor 48579 EQUIPMENT OPER REPAIR PARTS 8304 12/29/98 $3.08 SUBURBAN CHEVROLET Nut & bolt 48581 EQUIPMENT OPER REPAIR PARTS 8304 12/29/98 $27.96 SUBURBAN CHEVROLET Shop parts 49298 EQUIPMENT OPER REPAIR PARTS 8646 < *> $273.03* 195904 12/29/98 $54.87 TERMINAL SUPPLY CO Stock 1634300 EQUIPMENT OPER ACCESSORIES 8522 < *> $54.87* 195905 12/29/98 $120.00 THORPE DISTRIBUTING COMP COST OF GOODS SOLD BE 149976 VERNON SELLING CST OF GDS BEE 12/29/98 $2,651.15 THORPE DISTRIBUTING COMP COST OF GOODS SOLD BE 150016 VERNON SELLING CST OF GDS BEE 12/29/98 $34.95 THORPE DISTRIBUTING COMP COST OF GOODS SOLD BE 150017 VERNON SELLING CST OF GDS BEE < *> $2,806.10* 195906 12/29/98 $3,973.30 TKDA Engineers Architect Prof eng sere 042125 SAN SEW DIV PR CIP 12/29/98 $6,229.70 TKDA Engineers Architect Prof eng sery 042126 SAN SEW DIV PR CIP < *> $10,203.00* 195907 12/29/98 $64.73 TOLL GAS & WELDING SUPPL WELDING SUPPLIES 217954 EQUIPMENT OPER WELDING SUPPLI 8283 12/29/98 $28.64 TOLL GAS & WELDING SUPPL Welding fill 218643 MAINT OF COURS TOOLS 8359 12/29/98 $44.37 TOLL GAS & WELDING SUPPL GENERAL SUPPLIES 218893 PUMP & LIFT ST GENERAL SUPPLI 8523 < *> $137.74* 195908 12/29/98 $2,600.80 Tonka Wood Works Wine racks 121498 LIQUOR PROG MACH. & EQUIP, < *> $2,600.80* 195909 12/29/98 $24.80 TOTAL REGISTER SYSTEMS I Shelf tags_ 6915 50TH ST SELLIN GENERAL SUPPLI < *> $24.80* 195910 12/29/98 $2,125.00 TOWN & COUNTRY FENCE Backstop 3484 PARK CIP EQUIP REPLACEM 7804 < *> $2,125.00* 195911 12/29/98 $1,351.78 TRACY /TRIPP FUELS GASOLINE 67501 EQUIPMENT OPER GASOLINE < *> $1,351.78* 195912 12/29/98 $48.50 TWIN CITY OXYGEN CO Oxygen 458124 FIRE DEPT. GEN FIRST AID SUPP 1111 < *> $48.50* 195913 12/29/98 $82.54 TWIN CITY SEED CO. Grass seed 1083 GENERAL TURF C SEED 8416 12/29/98 $617.70 TWIN CITY SEED CO. Fertilizer for greenh 1084 GENERAL TURF C FERTILIZER 8518 < *> $700.24* 195914 12/29/98 $848.00 UPBEAT INC Garbage can tops 272031 LITTER REMOVAL GENERAL SUPPLI 8135 < *> $848.00* 195915 12/29/98 $440.91 US WEST COMMUNICATIONS Logis TI D0869309 CENT SVC GENER TELEPHONE < *> $440.91* 195916 12/29/98 $38.50 USGA USGA apparel A1220130 GOLF ADMINISTR GENERAL SUPPLI 8558 < *> $38.50* COUNCIL CHECK REGISTER i 23- DEC -1998 (18:56) page 14 CHECK NO DATE- CHECK AMOUNT. VENDOR DESCRIPTION INVOICE PROGRAM OBJECT ---------------------- PO NUM ------------------------------------- 195917 12/29/98 $978.74 - ----------------------- VAN PAPER CO. - - ------------------------------------------------ PAPER SUPPLIES 245150 YORK SELLING - PAPER SUPPLIES 8629 12/29/98 $96.65 VAN PAPER CO. PAPER SUPPLIES 245151 50TH ST SELLIN PAPER SUPPLIES 8628 < *> $1,075.39* 195918 12/29/98 $208.83 VIKING IDENTIFICATION PR Licesne•labels .173638 CITY HALL GENE GENERAL SUPPLI <*> $208.83* 195919 12/29/98 $637.24 Voss Lighting Lighting supplies 20313220 STREET REVOLVI REPAIR PARTS 8601 < *> $637.24* 195920 12/29/98 $25.00 WALSER FORD Repair warranty FOCS8383 EQUIPMENT OPER REPAIR PARTS 8605 < *> $25.00* 195921 12/29/98 $81.04 WEST WELD SUPPLY CO. Stock 19892 EQUIPMENT OPER ACCESSORIES 8591 < *> $81.04* 195922 12/29/98 $180.00 Willis Trucking Inc.. Hauling 98833 DISTRIBUTION BLACKTOP 8696 < *> $180.00* 195923 12/29/98 $168.95 WINE COMPANY, THE COST OF GOODS SOLD WI 014508 '50TH ST SELLIN CST OF GD WINE 12/29/98 $168.95 WINE COMPANY, THE COST OF GOODS SOLD WI 014509 YORK SELLING . CST OF GD WINE 12/29/98 $552.62 WINE COMPANY, THE COST OF GOODS SOLD WI 014739 VERNON SELLING CST OF GD WINE 12/29/98 $899.05 WINE COMPANY, THE COST OF GOODS SOLD WI 014740 50TH ST SELLIN CST OF GD WINE 12/29/98 $218 -.75 WINE COMPANY, THE COST•OF GOODS SOLD MI 014741 50TH ST SELLIN CST OF GDS MIX 12/29/98 $800:55 WINE COMPANY, THE COST OF GOODS SOLD WI 014742 YORK SELLING CST OF GD WINE . 12/29/98 $152.00 WINE COMPANY, THE COST OF GOODS SOLD MI 014999 50TH ST SELLIN CST OF GDS MIX 12/29/98 $76.00 WINE COMPANY, THE COST OF GOODS SOLD WI 015028 50TH ST SELLIN CST OF GD WINE < *> $3,036.87* 195924 12/29/98 $285.15 WINE MERCHANTS COST -OF GOODS SOLD WI 14699 YORK SELLING CST OF GD WINE 12/29/98 $289.65 WINE MERCHANTS COST OF GOODS SOLD WI 14700 VERNON SELLING CST OF GD WINE < *> $574.80* .195925 12/29/98 $818.00 WORLD CLASS WINES INC COST OF GOODS SOLD WI 77767 VERNON SELLING CST OF GD WINE 12/29/98 $737.00 WORLD CLASS WINES INC COST OF GOODS SOLD WI 77768 50TH ST SELLIN CST OF GD WINE 12/29/98 $1,128.00 WORLD CLASS WINES INC COST OF GOODS SOLD WI 77770 YORK SELLING CST OF GD WINE 12/29/98 $73.00 WORLD CLASS WINES,INC COST OF GOODS SOLD WI 77781 50TH ST SELLIN CST OF GD WINE < *> $2,756.00* 195926 12/29/98 $22,929.45 Xerox Coproration EQUIPMENT REPLACEMENT 06589843 POLICE DEPT. G EQUIP REPLACEM 7071 12/29/98 $149.50 Xerox Coproration SERVICE CONTRACTS EQU 06589843 POLICE DEPT. G SVC CONTR EQUI < *> $23,078.95* 195927 12/29/98 $1,308.11 ZIEGLER INC Cat parts 174527 EQUIPMENT OPER REPAIR PARTS 8047 12/29/98 - $133.93 ZIEGLER INC Credit PR000020 EQUIPMENT OPER ACCESSORIES 8710 < *> $1,174.18* $323,498.72* COUNCIL .. SUMMARY .—C -1998 (18:58) — page 1 ------------------------------------------------------------------------------------------------------------------------------------ FUND # 10 GENERAL FUND $85,830.86 FUND # 12 COMMUNICATIONS $4,500.00 FUND # 15 WORKING CAPITAL $20,125.30 FUND # 25 GOLF DOME FUND $939.12 FUND # 27 GOLF COURSE FUND $8,355.58 FUND # 28 ICE ARENA FUND $1,167.10 FUND # 30 EDINBOROUGH /CENTENNIAL LAK $286.30 FUND # 40 UTILITY FUND $11,053.42 FUND # 41 STORM SEWER UTILITY FUND $3,491.72 FUND # 50 LIQUOR DISPENSARY FUND $174,827.60 FUND # 60 CONSTRUCTION FUND $12,838.65 FUND # 61 PARK BOND FUND $83.07 $323,498.72* Memo To: Mayor & Council From: Gordon Hughes Da1L: December 28, 1998 Re: 1998 Year End Budget Forecast The attached financial report details the year end projections for the City's General Fund revenues and expenditures. We anticipate an increase in our undesignated reserves of $336,577 for 1998. We are also recommending the following reserves being designated: • $200,000 for the capital improvement plan. This would bring the total designated reserves for capital improvements to over $1,400,000. • $100,000 for our equipment replacement reserves. This additional $100,000 will help offset the increases in equipment costs that have occurred due to inflation. Listed below is a detail of the major revenue and expenditure categories as we forecast them for the end of 1998. Revenues: The City's budgeted revenues for 1998 were $17,913,763. We anticipate revenues exceeding the budget by approximately $1,100,000. The estimate of the major categories are as follows: • Building Permits - We anticipate this category of permits to exceed the budget by approximately $900,000. This would include building, heating, mechanical and plumbing permits. • Intergovernmental - We anticipate this category to exceed the budget by $500,000. This is due to payments from FEMA to cover this springs storm damage. • Fees and Charges - Municipal court fines and ambulance revenues will exceed the budget by approximately $100,000. • Other Revenues - No liquor transfer to the general fund is being recommended this year. • Page 1 Expenditures: The City's budgeted expenditures for 1998 were $17,913,763. We anticipate exceeding budgeted expenditures by $700,000. A summary of the major categories .is listed below. Administration - The Administration budget will be over by approximately $150,000 due to retirements. Equipment Replacement - 1998 has major capital expenditures for which we previously set aside funds to cover the costs. Storm Damage - Approximately $550,000 was spent on storm clean up. • Page 2 1998 1998 ascription Estimated Budget Balance Comments General Government: 149,807 146,178 (3,629) Mayor & Council 66,044 66,056 12 Administration 919,896 727,649 (192,247) Severance payment Planning 269,313 294,287 24,974 Finance 423,777 427,063 3,286 Election 109,837 129,381 19,544 Assessing 455,145 446,437 (8,708) Equip Repl Over $10k, new vehicle Legal & Court Services 374,221 375,000 779 Total General Government 2,618,233 2,465,873 (152,360) Public Works: Administration 149,807 146,178 (3,629) Engineering 557,304 557,916 612 Street Maintenance 4,055,138 3,481,116 (574,022) Storm damage and milling equipment Equipment Operation Total Public Works 4,762,249 4,185,210 (577,039) Public Safety: 5,164,104 36,577 Total Expenditures Police 4,827,038 4,850,576 23,538 Equip replace over by $30k Civilian Defense 43,204 38,164 (5,040) Animal Control 63,308 66,905 3,597 Fire 3,231,978 2,900,372 (331,606) New engine $330k Public Health 398,465 428,371 29,906 Inspections 389,385 417,998 28,613 Total Public Safety 8,953,378 8,702,386 (250,992) Park Department Administration 484,838 523,102 38,264 Recreation 154,288 140,748 (13,540) Skating /Sr. citizen/Tennis over budget Maintenance 1,402,487 1,547,388 144,901 Total Parks 2,041,613 2,211,238 169,625 Non - department: Contingencies 98,356 75,000 (23,356) Insurance deductible Special Assessments 13,415 26,000 12,585 Capital Plan - - - Fire Debt Service 41 83,8000 84, .159 Comm. & Special Projects 179,255 164,056 (15,199) Community Resource Cent Costs Total Non - departmental 374,867 349,056 (25,811) Central Services: General 3,732,939 3,721,788 (11,151) Postage City Hall 139,258 156,312 17,054 Public Works Building 186,266 217,020 30,754 Equipment Operation 1,069,064 1,068,984 (80) Total Central Services 5,127,527 5,164,104 36,577 Total Expenditures 23,877,867 23,077,867 (800,000) 1998 1998 Estimated Budget Balance Comments Reserve for Fund Balance 12/31197 1,642,733 Revenues Property Taxes 12,854,140 12,854,140 - Licenses & Permits 1,967,000 1,067,000 900,000 Building Permits Fees & Charges 1,507,080 1,507,080 - Other Revenues 682,228 982,228 (300,000) Fines and ambulance revenue, no liquor transfer Intergovernmental Aid 2,003,315 1,503,315 500,000 FEMA - storm damage reimbursement Total Revenues 18,947,035 17,913,763 1,100,000 Total Expenditures 18,750,340 17,913,763 (800,000) Total Central Service 5,127,527 5,164,104 36,577 Net surplus 336,577 Less: Equip. Replace Reserve (100,000) Less: Transfer to CIP (200,000) Net Inc to Reserve for fund Balance 36,577. Reserve for Fund Balance 12/31/98 1,679,310