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HomeMy WebLinkAbout2009/08/24 - ADMIN - Agenda Packets - City Council - Study SessionAGENDA AUGUST 24 2009 6:30 p.m. CITY COUNCIL STUDY SESSION – Council Chambers Discussion Items 1. 6:30 p.m. Future Study Session Agenda Planning --- September 14, 2009 2. 6:35 p.m. Highway 7 / Louisiana Avenue Interchange Project Update (with consultant) 3. 7:20 p.m. Update on SWLRT/Freight Rail Study 4. 7:50 p.m. General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy 5. 8:50 p.m. Mayor, City Council and the Economic Development Authority Compensation 6. 9:05 p.m. Communications (Verbal) Written Reports 7. July, 2009 Monthly Financial Report 8. Change Order Approval --- Procedure Update 9. Semi Annual Housing Programs Report 9:15 p.m. Adjourn St. Louis Park Economic Development Authority and regular City Council meetings are carried live on Civic TV cable channel 17 and replays are frequent; check www.parktv.org for the schedule. The meetings are also streamed live on the internet at www.parktv.org, and saved for Video on Demand replays. The agenda is posted on Fridays on the official city bulletin board in the lobby of City Hall and on the text display on Civic TV cable channel 17. The agenda and full packet are available by noon on Friday on the city’s website. Auxiliary aids for individuals with disabilities are available upon request. To make arrangements, please call the Administration Department at 952/924-2525 (TDD 952/924-2518) at least 96 hours in advance of meeting. Meeting Date: August 24, 2009 Agenda Item #: 1 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Future Study Session Agenda Planning – September 14, 2009. RECOMMENDED ACTION: Council and the City Manager to set the agenda for the study session on September 14, 2009. POLICY CONSIDERATION: Does the Council agree with the agenda as proposed? BACKGROUND: Attached please find the tentative agenda and proposed discussion items for the study session on Monday, September 14, 2009. FINANCIAL OR BUDGET CONSIDERATION: None. VISION CONSIDERATION: None. Attachment: Future Study Session Agenda Planning for September 14, 2009 Prepared by: Marcia Honold, Management Assistant Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 1) Page 2 Subject: Future Study Session Agenda Planning Tentative Discussion Items Study Session, Monday, September 14, 2009 - 6:30 p.m. 1. Future Study Session Agenda Planning – Administrative Services (5 minutes) 2. Friends of the Arts Update – Parks & Recreation (25 minutes) Representatives of Friends of the Arts will be in attendance to provide an annual update on their activities, accomplishments, etc. 3. Audit Services for 2009 – Finance (15 minutes) Does the Council wish to solicit bids for 2009 audit services or extend the existing contract with Abdo, Eick & Meyers, L.L.P? 4. Review of 2010 Housing Rehab Fund and EDA budgets – Community Development/Parks & Recreation (45 minutes) Council and staff will discuss proposed budgets for the 2010 Housing Rehab and EDA budgets. Does the Council wish to make changes to these proposed 2010 budgets that staff has developed? 5. Policy on Considering Extensions to Commencement/Completion Dates in Development Agreements – Community Development (30 minutes) Does the Council want to direct staff to develop a policy for extending commencement/completion dates in development agreements? 6. Communications – Administrative Services (10 minutes) Time for communications between staff and Council will be set aside on every study session for the purposes of information sharing. Reports Zoning for Wind Generators – Community Development End of Meeting: 8:40 p.m. Meeting Date: August 24, 2009 Agenda Item #: 2 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Highway 7 / Louisiana Avenue Interchange Project Update. RECOMMENDED ACTION: No formal action required. The purpose of this report and discussion is to update the Council on the planning and project development activities related to this project – Project No. 20120100. POLICY CONSIDERATION: The following input from Council is desired: ƒ Does the City Council have a preference for a particular concept? ƒ Does the City Council wish to continue with the development of this project given the current project funding uncertainties? ? BACKGROUND: History The City’s Capital Improvement Program (C.I.P.) indentifies the T.H. 7/Louisiana Avenue intersection as a priority improvement project. The proposed project will provide for the construction of a grade-separated interchange at Louisiana Avenue and T.H. 7. The project would also include pedestrian and bicycle friendly improvements along with re-configuration of the frontage roads in order to improve access, safety, and traffic flow for both the T.H. 7 corridor and Louisiana Avenue. This proposed improvement is essential in meeting the transportation and safety needs of both Mn/DOT and the City. In addition to high commuter usage (congestion) in the T.H. 7 corridor, the T.H. 7/Louisana intersection experiences many other traffic and safety related problems. Louisiana Avenue serves as a vital north-south corridor through the City, carrying anywhere from 10,000 to 15,000 vehicles per day at this location and T.H. 7 carries 35,000 to 40,000 vehicles per day through this intersection. The close configuration of the frontage roads to T.H. 7 and the heavy traffic generation of properties in close proximity to the intersection (including Methodist Hospital and Sam’s Club) add to the intersection’s congestion. This intersection has also been identified as a higher safety priority concern for Mn/DOT. Despite recent signal timing modifications by Mn/DOT to the T.H. 7 corridor, the T.H. 7/Louisiana intersection still experiences significant delays during the peak traffic periods. In addition, traffic studies for potential future re-development activities, a future LRT Station nearby, and hospital expansions have determined that this T.H. 7/Louisiana improvement is a critical element in meeting the future transportation needs in this area. Meeting of August 24, 2009 (Item No. 2) Page 2 Subject: Highway 7 / Louisiana Avenue Interchange Project Update T.H. 7 also creates a barrier for bicycles and pedestrians wishing to cross at Louisiana Avenue. A grade-separated interchange will provide opportunities for pedestrians and bicyclists to safely cross the T.H. 7 corridor in order to link with employment centers as well as destinations such as the SW regional trail, Louisiana Oaks Park, and a proposed future light rail station at Louisiana Avenue and Oxford Street. Because of the needed traffic and safety improvements listed above, staff submitted an application in July 2007 for Federal funds through the State’s Surface Transportation Program administered by the Metropolitan Council. In, February 2008, staff was successful in obtaining $7,630,000 in federal funds for this project. PAST ACTIVITIES: Public Involvement and Stakeholder Engagement Since the last Council update on January 12, the first public informational meeting was held on January 29th. The purpose of the first open house was to bring the public into the interchange planning process early, to aid in the development and selection of a preferred alternative. Turnout was light with about twelve people attending to view seven different interchange layout concepts. A presentation was given to provide background information about the project and details on the various concepts. The attendees were encouraged to provide comments on the concept ideas and to share any of their own ideas. Comments were recorded for later use during the alternative screening process. In addition to the public meeting, staff and its consultant SEH, Inc. met with some of the property owners abutting the project area. They included the owners of the Louisiana Oaks Apartment located in the northwest quadrant of the intersection, Anderson Builders who own property on the north side of Walker Street between Louisiana and Republic Avenue, and a representative from Holiday Station Stores for the property at Walker and Lake Street. Each of these owners has a particular interest in the various interchange concepts as some have significant impacts to their property. At these individual meetings, each concept was reviewed along with the resulting impacts to the property. The owner of Louisiana Oaks Apartment has particular concern over the close proximity of the entrance ramps on the diamond interchange options (options 5, 6 & 7). His concern is over the change in view for the south facing apartment rooms that would result from larger retaining walls. He is concerned over diminished value for those rooms. He also has concern over any access change to the property entrance on Walker Street. The owner of Anderson Builders has concern over the button hook concepts (options 1, 2, 3 & 4) as they will significantly impact his proposed building plans on the property at Republic Avenue and Walker Street. Anderson Builders plans to move its office into a new building on this site in the near future. Meeting of August 24, 2009 (Item No. 2) Page 3 Subject: Highway 7 / Louisiana Avenue Interchange Project Update The Holiday Station Store representative has concerns over all the concepts because the Lake Street access at Hwy 7 will be removed in all cases. Mn/DOT representatives have informed us that the access at Lake Street must be removed with construction of the new interchange. CURRENT ACTIVITIES: Over the past several months the Project Management Team (PMT) has been evaluating and refining the concepts in an effort to determine a preferred concept. In the process of evaluation, screening criteria was developed to compare and rate the various concepts. The screening criteria was developed from the initial project goals identified by the PMT and has subsequently been refined into the following nine criteria: • Traffic Operations • Safety • Transit Friendliness • Environmental Impacts • Right of Way/Property Impacts • Aesthetics • Estimated Costs • Ongoing Maintenance • Construction Staging and Complexity Using the screening criteria, a comparison matrix was formed to better evaluate the various concept alternatives. Each of the concepts was rated against the criteria using a positive (+), neutral (0), negative (-) scale. Using the matrix, fatal flaws were quickly identified and overall feasibility was discovered. A copy of the matrix is attached. During the course of concept evaluation, the PMT discussed other concept alternatives, and thought it would also be important to examine at-grade intersection improvements. As a result, a total of ten concepts have been developed and evaluated. During evaluation of the concepts essentially three tiers of intersection improvements have emerged: low level concepts which includes three at-grade options (options 8, 9, 10); mid level concepts which includes grade separated options with more of a neighborhood feel and lower costs (options 1, 2, 4); and high level concepts which includes grade separated options with a more freeway feel, high capacity and high costs (options 3, 5, 6, 7). All of the low level options were quickly eliminated due to fatal flaws identified in the traffic operations analysis. All of the low level options would not meet the future traffic demands and provide little in the way of pedestrian friendliness with regards to easy of crossing Hwy 7. From the mid level concepts, the button hook ramp concept (option 4) has emerged as a finalist for the preferred option. It has favorable ratings through nearly all of the criteria. The other two options (options 1&2) were determined fatally flawed because the Louisiana Oaks Apartments is essentially wrapped into the middle of the interchange creating significant right-of-way/property impacts. Meeting of August 24, 2009 (Item No. 2) Page 4 Subject: Highway 7 / Louisiana Avenue Interchange Project Update Initially two options from the high level concepts appeared as possible candidates for the preferred option, the single point diamond (option 5) and the tight diamond (option 6). From a traffic operations standpoint, both perform the same. However, the single point was removed from consideration due to its higher cost and its larger footprint. Options 3 and 7 were determined fatally flawed due to being over designed, not meeting driver expectancy, and higher impacts to right-of- way and the flood plains. As a result of the concept evaluation, the PMT is recommending two finalists for the preferred concept. The Button Hook Ramps with Roundabouts (option 4) and the Tight Diamond (option 6). The consultant continues to analyze variations for option 4 in an effort to minimize impacts on the Anderson Builders property. One of the variations to option 4 replaces the roundabouts with signal control at the intersections. PROJECT SCHEDULE: An updated schedule is provided in the attachments. We are nearing the completion of Phase 1 and 2 of the project development. Work remaining in phase 2 includes re-engaging the public to gather input on the final two concepts. Based on comments received from the public the PMT will further evaluate the two alternatives and recommend a preferred concept. Staff and SEH will then report back to the City Council with the findings. NEXT PHASE: Selection of a preferred concept will mark the completion of phase 2. Staff will then request a cost estimate from SEH for services required to complete work in phase 3. Phase 3 will consist of preliminary design and environmental assessment of the preferred concept. Initiation of phase 3 would occur upon approval from City Council. At that time, staff will provide Council a picture of the funding requirements needed to move the project forwards towards construction. FINANCIAL OR BUDGET CONSIDERATION: As briefly discussed in the Background section of this report, this interchange project has received $7,630,000 in federal funds through the State Transportation Program Urban Grant solicitation. In addition to those monies, the City recently applied for grant funds through the Metro District Interchange Solicitation Application. The city is seeking $11,000,000 in construction funds from a pool of $20,000,000. Results from our applications will likely be known by the end of September. Staff is also pursuing High Priority Project (HPP) funding for inclusion in the next federal multi- year transportation authorization bill with support from our US congress member and senate members. Meeting of August 24, 2009 (Item No. 2) Page 5 Subject: Highway 7 / Louisiana Avenue Interchange Project Update The estimated total project costs at this time are as follows: Total Project Cost (construction, ROW, agreements, design, etc.) Construction $22,000,000 Design $ 3,000,000 Right of Way $ 3,000,000 TOTAL PROJECT COSTS $28,000,000 VISION CONSIDERATION: The following Strategic Direction and focus area has been identified by Council. St. Louis Park is committed to being a connected and engaged community. Focus will be on: • Promoting regional transportation issues and related dedicated funding sources affecting St. Louis Park including but not limited to Hwy. 100 and SWLRT. Attachments: Concept Comparison Matrix Interchange Concept Alternatives drawings (10) Updated Schedule Preferred Concept Alternatives refined drawings (2 finalists) Prepared by: Jim Olson, Engineering Project Manager Reviewed by: Scott Brink, City Engineer Mike Rardin, Public Works Director Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 6 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 7 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 8 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 9 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 10 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 11 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 12 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 13 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 14 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 15 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 16 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 17 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 18 Meeting of August 24, 2009 (Item No. 2) Subject: Highway 7 / Louisiana Avenue Interchange Project Update Page 19 Meeting Date: August 24, 2009 Agenda Item #: 3 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Update on SWLRT/Freight Rail Study. RECOMMENDED ACTION: No action proposed at this time. The purpose of this agenda item is to update the City Council on the SWLRT and the Hennepin County Freight Rail studies. POLICY CONSIDERATION: To consider options regarding City comments and recommendations regarding SWLRT routes and freight rail issues. BACKGROUND: The SWLRT Draft Environmental Impact Statement (DEIS) process has been underway for roughly a year. It is fast approaching completion of the evaluation of alternative LRT routes which will lead to the selection of a Locally Preferred Alternative (LPA) route for LRT. Once the LPA is chosen, a more detailed evaluation of the impact of and mitigation measures for the proposed LRT line will be prepared. The LPA is expected to be selected by the end of this year. The DEIS consultant is expected to recommend a LPA. The Technical Advisory Committee is expected to make a recommendation to the Policy Advisory Committee prior to the public hearing scheduled for September 17th. Since the last written update given to the Council on August 10th, the draft capital and operations costs, ridership forecasts and Cost-effectiveness Index (CEI) calculations have been shared with the SWLRT Technical Advisory Committee (TAC) and Policy Advisory Committee (PAC). This information has also been made public. The information is currently under review by the consultants and the advisory committees. The draft results of the cost estimates and ridership forecasts show the LRT routes through the Kenilworth corridor with CEIs of $24 to $31; and, the Midtown Greenway routes with CEIs of $39 to $48. These results are very significant. CEIs of more than $30 are not likely to get federal funding to proceed. This suggests that the Kenilworth alternatives are the only viable alternatives. This in turn raises questions about how freight rail currently using the Kenilworth corridor will be accommodated and what might the potential impacts of freight rail route changes be on St. Louis Park. Meeting of August 24, 2009 (Item No. 3) Page 2 Subject: Update on SWLRT/Freight Rail Study It is worthwhile to note that all the alternative routes for SWLRT generate impressive ridership forecasts and estimated total travel time savings. Daily ridership forecasts for 2030 are 24-30,000. Travel time savings are forecast at 6,500 to 9,000 user benefit hours. The big difference between the alternatives is the much higher costs for the Midtown Greenway alternatives. The costs for the Kenilworth alternatives are $850 million to $1.25 billion. The estimates for the Midtown Greenway alternatives are $1.5 billion to $1.8 billion. The Hennepin County Freight Rail Study (HCFRS), the purpose of which is to identify and evaluate alternative routes for the Twin Cities & Western (TC&W) freight trains, is still in progress. The county has confirmed that they will continue to study three alternatives including rerouting trains through Chaska, as a part of the next step. The other two alternatives are keeping freight rail in the Kenilworth corridor and rerouting freight rail north on the Canadian Pacific (CP) through St. Louis Park. The county’s goal is to make sure that the relocation of TC&W is part of Mn/DOT's state wide freight plan to be completed by the end of this year. This is important for potential federal funding for rail improvements and potential mitigation actions. Hennepin County has indicated the most likely provision that would be included in the state rail plan regarding the TC&W rail is that a solution is needed and that further detailed study of the three options is required. You will recall that several actions have been taken to help us understand the impacts and issues related to the proposed LRT routes and potential freight rail changes. Among the actions are the following. 1. David McKenzie from the consulting firm SEH is on board and working with us on rail issues. 2. The City Attorney is identifying the city’s role and opportunities for influence and control of freight rail system improvements, requirements for mitigation and what needs to be including in Environmental Impact Statement requirements. 3. City staff has met with Marthand Nookala, the Hennepin County staff member responsible for the Hennepin County Freight Rail Study (HCFRS) to press the county for responses to the city’s questions posed in the July 21st letter regarding further analysis needed regarding freight rail routing in St. Louis Park; including questions regarding continuing freight rail in the Kenilworth corridor. 4. The Mayor and Councilmember Sue Sanger met with Commissioner Dorfman in person August 3rd to explain the importance of the rail rerouting issue and the need for response to the questions presented in the letter to Mr. Nookala. The City Manager and Community Development director; and, Mr. Nookala and Kerri Pearce Ruch with Hennepin County were in attendance as well. Meeting of August 24, 2009 (Item No. 3) Page 3 Subject: Update on SWLRT/Freight Rail Study 5. Mr. Nookala has confirmed that the HCFRS will provide a recommendation to Mn/DOT’s state wide freight rail plan. The expectation is that the recommendation will be for further study of the TC&W rerouting options. The recommendation will acknowledge that TC&W is currently operating under a temporary arrangement within the Kenilworth corridor. It was also stated that operating TC&W in the Kenilworth corridor permanently is one of the options for further study. 6. We are expecting responses to July 21st questions very soon from Hennepin County. 7. The county is preparing an analysis that will show what would be necessary to fit both freight rail and LRT in the Kenilworth Corridor. The expectation is that this work would be done and available by the city council study session. In related news, the SWLRT project open houses scheduled for August have been held as scheduled. The meeting in St. Louis Park was held Tuesday August 18th, 6:30 p.m. to 8:00 p.m. at City Hall. The station area plans were also being discussed. Roughly 100 people attended the open house. It included many people from Minneapolis and other cities besides St. Louis Park. Next Steps: Staff will report back to the City Council as more information becomes available and/or conditions change. A draft resolution stating the City’s position will be prepared for City Council consideration. FINANCIAL OR BUDGET CONSIDERATION: No new financial considerations at this time. VISION CONSIDERATION: St. Louis Park is committed to being a connected and engaged community. Attachments: None Prepared by: Kevin Locke, Community Development Director Approved by: Tom Harmening, City Manager Meeting Date: August 24, 2009 Agenda Item #: 4 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy. RECOMMENDED ACTION: No formal action required. Staff desires to continue the discussion that began on August 10 regarding the City’s General Fund and Parks and Recreation Fund preliminary budgets. The primary goal of these discussions is to arrive at a preliminary property tax levy amount that the City Council feels comfortable in certifying on September 8. POLICY CONSIDERATION: • Is the City Council in agreement with the specifics of the preliminary budget recommendations as developed thus far? • Is the City Council interested in reviewing more detail on a Leave Incentive Program? • How would the City Council like to use the budget feedback received via the City’s web site? • What dollar amount would the City Council be comfortable in certifying on September 8 as a preliminary property tax levy? • How does the City Council feel about continuing the HRA levy for infrastructure purposes? • Does the City Council want staff to pursue increases to the City’s franchise fees? BACKGROUND: The City Council began discussing the budget implications of the State’s financial crisis starting at the workshop held in January of this year. At a budget workshop held on June 22 the budget framework/strategy that staff presented was endorsed by the City Council as a prudent guide to preparing the 2010 budget. At a budget work session held August 10, staff received feedback on the preliminary budget summary that was presented to the City Council. Council asked for more detail on various aspects of the preliminary budget. The work session on Monday will provide the additional information as requested by the City Council and address other budget related issues as well. The topics proposed to be covered on Monday night include: • Overview of budget framework and where we left off on August 10 • Leave incentive program review: early retirement, voluntary resignation, other • Impact of proposed position eliminations • Review proposed line item reductions and related impacts • Franchise fees • Proposed 2010 General Fund/Park and Recreation Fund Preliminary Levy Meeting of August 24, 2009 (Item No. 4) Page 2 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy • Proposed 2010 Preliminary HRA Levy • Other state funding potentially at risk • Communication with public and use of feedback received. Summary of Strategy/Framework for Balancing the 2010 Budget As discussed previously with the City Council, the proposed strategy is to address the estimated $1.8 million budget gap by a combination of reducing expenses and increasing revenues. Listed below are the 5 recommended areas of focus being used to help balance the budget. These areas were presented to Council on June 22 and also discussed on August 10: • Wage and benefit freeze • Position reductions • Fees for service increase of 3 – 5% and review of new fee possibilities • Strategic/selective line item reductions • Modest tax levy increase What follows is updated information on these five areas. A. 2010 Wage Freeze - Goal: $311,000 to $610,000, Preliminary Estimate: $311,000 Staff has met with all settled union groups. We have also been holding budget information sharing discussions with other union and staff groups. We plan to have continued discussions on this in September. We will not know where this will end up until we are further into the process. For now, we’ve used the more conservative number and are assuming that the savings will be the $311,000 base reduction at this time assuming all salaries for non-union and unsettled contracts have a 0% change. B. Staff Reductions – Goal: $630,113, Preliminary Estimate: $391,613 Thus far the preliminary budget only includes those current vacant positions previously identified which amounts to a savings of $391,613. To meet the goal identified above, additional savings of $238,500 will need to be identified via attrition, retirements, layoffs etc. • Community Development Secretary (vacant) $ 47,555 • Police Clerical .5 FTE (vacant) $ 30,950 • Accountant (vacant) $ 62,000 • Dispatcher (City’s portion of savings) (vacant) $ 45,000 • Public Service Worker (vacant) $ 61,901 • Temporary Inspector (vacant) $ 34,707 • IR Temporary (vacant) $ 47,000 • IR Support Staff (1 FTE) (vacant) $ 57,000 • Other – to be determined $244,000 $630,113 Meeting of August 24, 2009 (Item No. 4) Page 3 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Since a target reduction of $630,113 was identified, an additional $244,000 remains to be identified and is listed as “other” which could be done through attrition, retirement or position elimination (layoff) type programs. Please note: Budgeted amounts shown on positions above reflect only the amount in the general fund. Some of these positions are also funded, in part, from other sources. Discussion: Attachment- Impacts of Staff Reductions/Changes Attached you will find a document that outlines service changes as a result of the staff reductions listed above. Staff would like to know if there are any other questions or if other information is needed. Discussion: Attachment – Leave Incentive Programs, Reduction in Force As stated above, we are in the analysis process to determine the staffing changes needed to meet the budget reduction of $244,400 listed as “other”. Over the past months staff has been reviewing various types of leave incentive programs. Information regarding staffing reduction programs is in the attachment. At the study session, we will discuss the following programs and provide some general examples of cost: • Current program – Reduction in Force • ERIP – Early Retirement Incentive Program • VRIP – Voluntary Retirement Incentive Program • Other voluntary Leave or Voluntary furlough programs C. Increased Fees and New Fees – Goal: $110,000, Preliminary Estimate: ($53,047) In reviewing fee estimates for reasonableness, we have identified a number of areas where there are lower estimates proposed. Four large reductions are for: • Arbotech injection revenue -$51,000 to reflect the proposal of getting out of that service. This revenue loss will be offset by lower expenses for the Arbotech program. • Pool revenues -$49,000 to reflect actual revenues given the trend of cooler summers. • Highway User Tax -$40,000 to reflect lower tax revenues than the initial state estimate. • Liquor license -$32,140 to reflect the loss of several establishments. Meeting of August 24, 2009 (Item No. 4) Page 4 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy The specific increases and decreases in revenues and expenditures in the proposed budget are noted below. Fees & Revenue Changes Incr/(Decr) Environment Injection Revenue $ (51,000) Rec Center Reduction to more accurately reflect anticipated pool fees (49,000) Public Works Highway User Tax - reduction from 2009 estimate (40,000) Admin Liquor license revenue reduction per law change (32,140) Comm Dev Rezoning (12,000) Fire Permits (10,000) Finance Housing Authority Contract (1,682) Reduction in Revenues $ (195,822) Inspections License fee increases 40,000 Environment Tree Assessments 35,000 Police Byrne stimulus grant 24,000 Rec Center Ice rental 22,500 Park Maint Shelter and Park rental 10,275 Vehicle Maint Other governmental - Housing Authority and Drug Task Force 5,500 Westwood Program revenue 3,800 Organized Rec Revenue increase 1,700 Increase in Revenues 142,775 Net Reduction in Revenues (53,047) This leaves us about $163,000 short of our revenue increase target, which will be difficult to hit without a significant new program. Meeting of August 24, 2009 (Item No. 4) Page 5 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy D. Line Item Reductions – Goal: $200,000, Preliminary Estimate: $284,590 We have identified a substantial number of modest line item reductions. This is net of line item increases which were estimated at $122,000 in the original assumptions used to arrive at the estimated $1.8 million budget gap. Line Item Changes Incr/(Decr) Facilities Maint Building & equipment maintenance (54,100) Facilities Maint PBX (50,000) Organized Rec Printing (32,100) Communications Reduce other contractual services for consultants (30,000) Police Non-capital equipment (25,270) Vehicle Maint Motor Fuels (20,000) Facilities Maint Reduce supplies (19,350) Organized Rec Postage (13,200) Police Supplies (11,500) Fire Overtime (10,000) Info Resources Reduce supplies (9,300) Admin Reduce printing costs (9,000) Inspections Services and other charges (8,000) Facilities Maint Utilities (7,500) Finance Liability Insurance (6,800) Communications Reduce postage (6,500) Rec Center Phones (6,000) Park Maintenance Weed Spraying (6,000) Admin Reduce other contractual (5,000) Comm Devel Reduce general professional services (5,000) Info Resources Reduce printing costs (5,000) Fire Training (5,000) Info Resources Various changes related to equipment maintenance (4,200) Info Resources Reduce postage (3,900) Admin Misc Adjustment (3,700) Assessing Reduce equip rental expense for pool cars (3,200) Rec Center Maintenance (3,000) Rec Center Utilities (2,500) Westwood Equipment Rental (2,500) Park Maintenance Services and other charges (2,170) Comm Devel Reduce mileage (2,000) Communications Reduce training (2,000) Info Resources Reduce repairs & maint (1,900) Comm Devel Reduce training (1,500) Comm Devel Reduce general supplies (1,000) Comm Devel Reduce office equipment (1,000) Facilities Maint Rental equipment (1,000) Reduction in Expenditures (380,190) Admin Increase for election judges 38,500 Communications Increase printing for combined brochure 28,000 Organized Rec Credit Card Fees - missed last year 15,000 Public Works Other Improvements - street lights 10,000 Westwood Program Expense 3,100 Vehicle Maint Licenses 1,000 Increase in Expenditures 95,600 Net Decrease in Expenditures (284,590) Meeting of August 24, 2009 (Item No. 4) Page 6 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy E. Modest Levy Increase – Estimate $500,000 Based on the status of the preliminary budget in early August, the August 10 staff report noted a projected budget imbalance of approximately $178,000. Since that time, staff has continued to review and refine the preliminary budget numbers and has made necessary budget adjustments which have increased the gap to $388,236. The difference has come primarily from recognizing only $24,000 of a $107,000 police grant in 2010 (a drop of $83,000- this amount is now accounted for in 2009), increasing tree removal by $100,000 to account for the impacts of Emerald Ash Borer and Dutch Elm removals, and adding back the Communications Intern and Westwood Hills Temporary positions which were removed in error. Assuming the staff reductions meet the target of $630,000 (see Section B), approximately $244,000 could be subtracted from the budget gap, thereby lowering it to approximately $144,000. As noted in previous staff reports, it is estimated the City could increase its property tax levy for 2010 by approximately $1.2 million. The vast majority of this amount is considered a one time levy as the state is allowing cities to levy back for lost aid in 2008 and 2009. Given this fact, as noted previously by staff (see attached – Overview – 2010 Budget Strategy/Framework from June 22) staff would recommend not levying more than $650,000 for the city’s operating budget. If the City Council wished to levy more than $650,000, staff would recommend that these funds be allocated towards the City’s capital needs. In terms of the City’s capital funding needs, as identified previously in the City’s Long Range Financial Management Plan and as shown on the attachment titled Debt Service and Capital Outlay Funds, longer term funding shortfalls are expected for our Pavement Management Fund and Capital Replacement Fund (capital fund for equipment, fleet, buildings and technology replacements). Possible increases to the City’s franchise fees would help address the anticipated shortfalls in the Pavement Management Fund. As noted on the attachment, the Park Improvement Fund shows a projected very healthy fund balance and, as recommended on June 22, staff proposes that approximately $200,000 of the city’s annual $1 million property tax levy for this fund be redirected to the Capital Replacement Fund. Even with a redirection of funds to the Capital Replacement Fund, a funding imbalance will still exist. If the City Council were willing to direct a portion of a 2010 property tax levy increase for capital purposes, staff would recommend it be placed in the Capital Replacement Fund. In summary, from a operating levy perspective, staff would recommend the City Council consider increasing the City’s levy by approximately $500,000 but not more than $650,000. From a capital funding perspective, if the City Council was willing to increase the property tax levy for operations by $500,000 to $650,000, and also consider a levy to help address longer term capital needs, the amount available to levy on a one time basis would range by as much as $550,000 to $700,000. This would result in the adoption of a preliminary property tax levy at the maximum of the $1.2 million allowed. Any amount below this is possible as well. Please see the table below for further clarification. Also attached are exhibits showing estimated property tax impacts to homeowners based on various scenarios. Meeting of August 24, 2009 (Item No. 4) Page 7 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Maximum Levy Increase $1,200,000 $1,200,000 Potentional Operations Levy $500,000 $650,000 Maximum Capital Levy $700,000 $ 550,000 HRA Levy The City has implemented an HRA levy since 2001 to serve as a funding source for infrastructure improvements in redeveloping areas. The following is the estimated 2010 Preliminary HRA Levy based on valuations obtained from Hennepin County with comparative information from 2009. Due to the legislative changes enacted for Pay 2009 and beyond, the previous year’s ending Taxable Market Value is used rather than a current market value. For example, Final 2008 Taxable Market Value is used to calculate the maximum allowable HRA Levy for Pay 2009. Staff is factoring these changes to arrive at the following estimated levy amount for 2010: 2010 2009 Valuation: $5,639,683,900 $ 5,556,997,200 Multiplier per State Statute 469.033: .000185 .000185 Maximum Allowable HRA Levy: $ 1,043,341 $ 1,028,045 This is a $15,296 increase from 2009 to 2010 in the potential maximum allowable HRA levy. Budget Communications Update City staff continues to promote the budget website, which includes background information, reports and timelines related to the budget process. The site also features the budget feedback tool. The feedback tool is currently promoted on the city’s cable TV channels, website and through cards distributed by staff, Council members and Council candidates. To date, more than 60 responses have been received. The budget feedback tool will remain “live” until Oct. 1. Once turned off, all responses will be collected into a report for the Council and will be available for a budget workshop scheduled for October 12. As requested by the City Council at the August 10 study session, staff proposes that discussion occur on how the data received could be used. Franchise Fees The City Council has asked about the ability to increase our franchise fees for capital purposes. Our current franchise fees, which amount to approximately $1million annually, are used to fund the Pavement Management Program. The City also levies $415,000 annually in property taxes which supplements the franchise fees. Based on our Long Range Financial Management Plan, if the program is maintained at its current level a deficit is projected in the Pavement Management Fund by about 2016. We have some ability to increase our franchise fees both automatically with Xcel and CenterPoint, but they have expressed a willingness to open negotiations for a potential rate increase above what could be raised through the automatic adjustment (staff is trying to determine how much an automatic increase might generate). In reviewing fees used in other communities, from a comparative perspective it appears we could increase the fees to raise about $156,000 via Xcel and $118,000 from CenterPoint for a total of approximately $274,000. Meeting of August 24, 2009 (Item No. 4) Page 8 Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Our projections show we could use the entire amount of new revenues noted above in order to maintain a cash balance in the Pavement Management Fund. Staff does not see increases in these fees providing any relief to the general property tax levy at this time. Other State Funding at Risk The City Council asked for information on revenues the City receives from the state that may be at risk. The revenues that may still be at risk if the state budget crisis continues are: • Police Aid $350,000 (helps offset city’s cost for pension payments) • Fire Aid $300,000 (helps offset city’s cost for pension payments) • Court Fines $303,500 These are the only aids not coming from constitutionally dedicated sources. Court fines are included in case the court system stops prosecuting misdemeanor charges as was threatened earlier this year. FINANCIAL OR BUDGET CONSIDERATION: The proposed tax levy will be used for the Truth-in-Taxation notices that will be mailed to each property owner in November. VISION CONSIDERATION: Not applicable. Attachments: Budget Problem Estimated vs. Preliminary Debt Service and Capital Outlay Funds Overview 2010 Budget Framework/Strategy & Estimated Savings Impacts of Staff Reduction/Changes Leave Incentive Programs, Reduction in Force Service Impact of Line Item Reductions Tax Impact of Levy at $500,000 Tax Impact of Levy at $650,000 Tax Impact of Levy at $1,000,000 Tax Impact of Levy at $1,246,000 Budget Calendar Prepared by: Bruce DeJong, Finance Director Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 9 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 10 Overview – 2010 Budget Strategy/Framework Important Assumptions and Understandings • Based on the Guiding Principles of sustainability and responsibility, we need to develop a solution that balances the General and Park and Recreation Fund Budget and also addresses longer term debt service and capital funding needs. • Estimated 2010 operating budget gap – approximately $1.8 million (this number is subject to change based on changing circumstances and assumptions). • Approximately 78% of the General Fund budget is comprised of personnel to allow for service delivery. • Total maximum allowable increase in 2010 property tax levy under the law – approximately $1.2 million (this number subject to change and is based on increasing levy by .86% under the levy cap and also levying, as allowed by law, for unalloted MVHC in 2008 and 2009 and other miscellaneous adjustments. The state will provide a final number later this year). • Total amount of equivalent new property taxes estimated to come on line in 2010 due to expiration of Excelsior Blvd and Oak Park Village TIF Districts – approximately $800,000. Summary of Strategy/Framework for Balancing 2010 Budget The proposed strategy is to address the budget gap by a combination of reducing expenses and increasing revenues. What follows is a summary of the strategy. A more detailed outline of the plan is attached. • Reduce expenses by: ƒ Implementing a wage and benefit freeze in 2010. The attached document shows a range of savings. The higher end savings estimate assumes all three closed contracts have been reopened and renegotiated. The lower end savings estimate assumes the opposite. ƒ Reduce staff by making current vacancies (or other equivalent positions) permanent cuts plus anticipated savings from future attrition, retirements, reassignment, reorganization and/or layoffs. ƒ Strategic/selective line item budget reductions. • Increase revenues by: ƒ Increase/adjust existing fees for service by 3 to 5%. ƒ Implement new fees for service. An example includes charging for personal injury vehicle accidents that public safety staff responds to. Other cities have similar fees. Another option would be to revisit the concept of implementing a street light utility fee. ƒ Increase property tax levy. As noted above, under the law it is estimated the City could increase its 2010 levy by approximately $1.2 million. The plan being presented to the City Council identifies an operating levy increase of $500,000. Increasing the tax levy is an important feature of this plan. Given the economic climate we are in, staff is particularly interested in the Council’s reaction to this approach. If the City Council was willing to consider a tax levy increase, staff would recommend that any levy for operations not be increased by more than $650,000. This is based on the fact a significant portion of our total allowable levy adjustment is permitted as a one time special levy to make up for lost MVHC. More explanation will be provided at the Study Session. Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 11 Budget Framework/Strategy - 2010 Estimated Savings A. 2010 Wage Freeze (short term solution) $311,000 to $610,000 B. Staff Reductions/Changes Make following current vacancies (or equivalent positions) permanent, and anticipate savings from attrition, retirement, or other staffing reductions. Community Development Secretary (vacant) $ 47,555 Police Clerical .5FTE (vacant) 30,950 Accountant (vacant) 62,000 Dispatcher (City’s portion of savings) (vacant) 45,000 Public Service Worker (vacant) 61,901 Temporary Inspector (vacant) 34,707 I.R. Temporary (vacant) 47,000 IR Support Staff (1 FTE) (vacant) 57,000 Other (attrition, retirement or other) 244,000 $630,113 C. Increased Fees and New Fees Existing Fees (3-5%) $ 75,000 New Fees 35,000 $110,000 D. Selective/Strategic Line Item Reductions (estimate) $200,000 E. Levy Adjustment for Operations (revenue) $500,000 Total Savings and Revenues: $1,751,113 to $2,050,113 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 12 Budget Framework/Strategy – 2010 Impacts of Staff Reductions/Changes The following references Item B – from the “Budget Framework/Strategy – 2010”. Listed below are current vacancies (or equivalent positions) that will be eliminated and made permanent as part of the 2010 budget and includes statements on service changes or reductions that will need to be made due to the staffing changes. Community Development Secretary - 1 FTE vacant Specific services that have been reduced include updating of the Community Development portion of the City webpage, less clerical support for preparation of slide shows and presentations. There is less ability to back up the Inspections front desk and the Housing Secretary. We are shifting some tasks to other staff. Most notably agenda, minutes and other support tasks for BOZA have been shifted to the Administrative Secretary. To help with work loads, we will be talking to Council about eliminating BOZA as a separate entity and giving BOZA’s responsibilities to the Planning Commission. In addition, Planning staff, Housing staff, Economic Development staff, Inspections front desk staff, the Community Development Administrative Secretary and Housing Authority Secretary have all absorbed more responsibility for their own clerical and support needs from photo copying to arranging meetings to assisting at the front counter and handling other general support type tasks. Police Clerical - .5FTE vacant Loss of this position will result in occasional backlogs and stockpiling of routine work, primarily data entry. It is our hope that we can catch up on this work during slower periods which are generally not predictable or seasonal in our business. In addition, more care will have to be taken in granting time off and sending employees to training because this staff reduction lessens the amount of cross- trained support and back-up available to this work group. It is also likely that overtime may increase to manage workload fluctuations which cannot be stockpiled. We are looking forward to the replacement of the additional PD Support Staff that is also vacant to help with this workload. Accountant - 1 FTE vacant Loss of this position will mean that some areas will continue to have a lower level of oversight and attention. Finance staff has not been able to devote significant time to capital project tracking or to EDA projects until the need becomes critical. The response time that other departments expect for financial questions is longer than is often expected or needed for their timely performance of duties. We also have quit preparing the CAFR document in house by asking our auditors to prepare it at a cost of $9,500 annually. Dispatcher - 1 FTE vacant Loss of this position will mean primarily the lead position will need to spend a significant amount of time working on a shift, and we will need to exercise caution in granting time off and sending employees to training. It becomes more difficult to grant time off or send employees to training without paying overtime, and our general policy has been not to pay overtime for either of these. The uncertainty of our relationship with Golden Valley and other discussions regarding consolidations and possible configurations for public safety dispatching in the long term are good reasons for not filling this position as well. However, it is important to note that should we have Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 13 another vacancy or a long term leave occur in Dispatch with the new staffing level, it will be very difficult to fill shifts and maintain staffing levels without significant overtime and schedule adjustments, which may frustrate Dispatchers. Public Service Worker - 1 FTE vacant The current vacancy is in Park Maintenance. Due to work load demands this time of year and skill sets of staff, there was a transfer of one staff person from Facility Maintenance to Operations, then one staff transfer from Operations to Park Maintenance. The current opening is in Facility Maintenance. The vacancy is being shared right now between various divisions based on critical work needs and this will continue until final determination or an “equivalent” position for vacancy is determined. More discussion will take place to determine when and how this vacancy will fit within all of our maintenance operations. Service in certain areas will need to be reduced due to a reduction of staff in this area. Temporary Inspector - 1 FTE vacant (non-benefit earning) Eliminating a full time temporary inspector position is the result of expected reduced service requests for inspections and reduced revenue. Permitting activity for 2010 is expected to be lower. As a fee for service program, staff resources need to be adjusted based on work activity. No effect on public service levels is expected unless construction activity exceeds projections. IR Temporary Staff - 1 PT 25hrs/week contract (non-benefit earning) This means the IT technical staff is reduced to 80 hours/week versus 105 hours/week with the IT Temp, a 24% reduction. At the same time, the two remaining IT staff are currently absorbing a new function – complete management of the City’s telephone system. Finally, we are using additional support from LOGIS Network Services for items that cannot wait. Like other vacancies, the result is more responsibility with fewer staff resources. This essentially results in the need to enhance triage for calls for service, slower response times to service calls, less time to add technical functionality, and less time for preventive maintenance functions. Beyond daily servicing of the technical infrastructure, major outages are more likely (due to reduced preventive maintenance) and response to major outages that do occur can be slower. It is also important to note the increasing reliance Communications has on technology, i.e., web streaming, video on demand, web site, e-newsletters, intranet, and technical support for the growing number of modern communications tools are a known risk. Reduced staff support during periods of increasing reliance creates a risk, despite cross- training efforts and outsourcing (which also have a cost and trade-offs). IR Support Staff - 1 FTE vacant The major impact of leaving one of the Support Services Representative positions vacant (or eliminating it) includes elimination, reduced volume, or longer lead time required to perform non- essential duties. The largest impact is on coverage of the front desk reception, imaging (scanning/microfilming) of records, printing of newsletters for 15 neighborhood associations, high volume copying, bulk office supplies and records center management. Priorities are and will continue to be adjusted; however, there are not resources to continue all tasks at the same volume or speed. Most requests in the IT Help Desk would have typically been addressed in days or weeks. Now, requests are more likely to addressed in weeks or months. The current approach is to triage requests more. This results in primary attention to public safety and network-wide issues and less critical issues as time allows. Ultimately, more requests or larger projects either will not be addressed or need to be outsourced if they must be done. This also has a cost. Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 14 Budget Framework/Strategy – 2010 Leave Incentive Programs, Reduction in Force The following references Item B – “Other” from the “Budget Framework/Strategy – 2010”. As you are aware, under the listing of staff reductions in “B” there is a category called “Other” that relates to additional staffing reductions of $244,000 to meet the budget target. This reduction could be done in a number of ways including reduction in force (layoff/position elimination), or other incentive to leave type programs. Below are policy questions and information to assist Council discussion as it relates to work force modifications, early retirement or voluntary resignation programs and voluntary leave or furlough programs. • Does the Council wish to make modifications to our current reduction in force program? • Is the Council interested in Early Retirement or Voluntary resignation programs for budget reduction? • Is the Council interested in voluntary leave or voluntary furlough programs? BACKGROUND: When undergoing analysis on Early Retirement or Voluntary Resignation programs, the following are important considerations: Early Retirement or Voluntary Resignation Incentive Programs (ERIP & VRIP) The goal of this type of program is to reduce budget costs through a reduction in the workforce. At a minimum, an ERIP or VRIP needs to take into consideration the following: • Does the ERIP or VRIP align with business considerations? (What are we trying to achieve? Do we have a specific number of positions to be reduced or certain job titles or classifications that no longer fit with business needs?) • Does the ERIP or VRIP align with Vision, Mission, Values and top focus areas of Council? • Will the ERIP or VRIP support the organization’s immediate needs as well as long-term goals? • Are reductions through ERIP or VRIP sustainable in meeting long term savings? (Do positions need to be replaced? If so, can the replacement positions be moved to a lower level job or combined with other positions? If position(s) are replaced, did you include the cost for recruitment, testing, training, uniforms and equipment?) • Will it target those positions or areas that need to be impacted? • Has cost analysis been conducted? • Which individuals will this potentially impact and will this have a negative impact on business operations? If so, would an involuntary reduction – in – force, which may rely on lay-off criteria, be a better way to go? If a program is approved, the City Manager, after consulting with Directors, would need to make final determination on which positions would be eligible for the program based on business needs. Decisions need to be made on how we change operations if we did not replace the position(s), changed the position(s), reorganized and/or reassigned work, and changed department or division structure and operations in order to save staffing costs. Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 15 Staffing Reduction Program Examples At the meeting on August 24th, staff will discuss the following programs and will provide some general examples of cost: • Current program – Reduction in Force • ERIP – Early Retirement Incentive Program • VRIP – Voluntary Retirement Incentive Program • Other Voluntary Leave or Voluntary furlough programs 1. Current: Reduction in Force - Personnel Manual Section 12.3 The City Manager may lay off any employee whenever such action is made necessary by reason of shortage of work or funds, the abolition of a position, or because of changes in organization. However, a regular employee may not be laid off while there are temporary or probationary employees serving in the same position for which the regular employee is qualified, eligible and available. In the case of a reduction in personnel, four weeks’ notice of reduction will be provided, all of which may be provided as paid leave. (Resolution 01-078) Comment: Along with this program we typically offer outplacement services. There are possibilities to modify this program, examples as follows: a. Use existing program and increase notice or payout from current level of 4 weeks to 6, 8, 10 or 12 weeks etc. and provide outplacement. b. Eligibility from 12/1/09 through 12/31/10. 2. Early Retirement Incentive program as discussed with Council on June 22, 2009 Comment: This is the same program that was offered to staff in 2002-2003. Many of the positions that were reduced have been replaced over time. Early Retirement Incentive Program DRAFT - For Discussion Business needs require us to continually evaluate the effectiveness of our organizational structure. The City needs to reduce costs and maximize our effectiveness and efficiencies. This Early Retirement Incentive program is developed as an incentive to assist employees who want to retire and save the City money by reducing salary costs. Retirement Incentive A. If an employee voluntarily elects to participate in this program, and retires on or between November 1, 2009 and February 28, 2010, they will receive the following: • The City will contribute up to $750 per month towards the purchase of the employee elected medical, dental and life insurance through the plans offered by the City from the date of retirement through December 31, 2010, and Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 16 • The City will offer an open enrollment period allowing employees who participate in this program and retire on or before December 31, 2009 to change their medical and dental benefits as needed to assist them in this retirement program, and • 12 weeks (480 hours) of additional pay. B. If an employee voluntarily elects to participate in this program, and retires on or between March 1, 2010 and June 30, 2010, they will receive the following: • The City will contribute up to $750 per month towards the purchase of the employee elected medical, dental and life insurance through the plans offered by the City from the date of retirement through December 31, 2010, and • 8 weeks (320 hours) of additional pay. There are many details to this voluntary plan, so please read carefully. The first step is to determine whether you are eligible for the program. Eligibility Requirements 1. Must be eligible for a full or reduced pension through PERA in 2009 and 2. Are a benefit earning employee as determined by the City Manager, and 3. Are in a position that is eligible for this program. Program Application • You will have from Tuesday September 1, 2009 through noon on Friday October 30, 2009 to decide whether or not to apply for this program. Early retirement incentive application packets are available in Human Resources. • Employees eligible for this incentive must retire between November 1, 2009 and June 30, 2010. Once your application package is approved, the retirement date cannot be extended or withdrawn. It must be taken on the date you selected or sooner. • All Early Retirement Incentive Program applications must be submitted in writing to Human Resources no later than noon on Friday, October 30, 2009. We will, however, appreciate learning of your decision as soon as it has been reached. Positions Eligible and Positions Excluded • This offer is available to City of St. Louis Park benefit earning employees as determined by the City Manager. Due to staffing restrictions, the following positions are excluded from this program. - Sworn positions, including but not limited to: Police Chief, Deputy Police Chief, Police Lieutenant, Sergeant, Support Services Agent, Police Patrol Officer, Fire Chief, Assistant Chief, Fire Lieutenant, Fire Captain and Firefighter. Other position(s) excluded from this program: Public Safety Dispatcher. Please note: other positions may be added to this listing as determined by the City Manager due to budget restrictions and staffing needs. Other Considerations • To accept this offer, you must sign a release agreement acceptable to the City, waiving your right to pursue any legal claim against the City of St. Louis Park, its employees and officers. Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 17 • Consideration of this offer and acceptance is strictly voluntary. • All payments made are subject to customary payroll deductions. • This incentive program is offered in addition to the normal benefits granted to a retiring employee. • Program application forms must be completed and submitted within the timeframe set for the program. • The City reserves the right to decline any employee’s request for the Early Retirement Incentive Program based on the number of requests we receive, an employee’s critical skills, or business need. • Health Care Savings Plan/VEBA participation rules will remain in effect for employees who submit their resignation notice as stated in Section 12.6 of the Personnel Manual. • The 8 or 12 weeks additional pay are not considered severance and will not be deposited into the employee’s VEBA account, regardless of participation guidelines stated in Section 12.6 of the Personnel Manual. • Employees who separate employment under this program cannot be rehired while collecting benefits under this program and cannot be hired after that period as a benefit- earning employee. • Contact your union business agent or Human Resources if you have questions. 3. Voluntary Resignation Incentive Program(s) - VRIP This program could be designed in many different ways. A few options are listed below. Because it’s impossible to know who would take advantage of a VRIP, costs are difficult to estimate. A. VRIP designed same as Early Retirement Incentive Program with conditions as listed below: • Eligible to non-probationary regular benefit earning employees • Additional severance issued at same level to all who participated • Additional payment toward health insurance at the same level to all who participate. • Positions excluded: Sworn Police, Fire and Public Safety Dispatch • Other positions may be excluded based on business needs B. VRIP with additional severance based on years of service • Eligible to non-probationary regular benefit earning employees • Additional severance based on years of service • Positions excluded: Sworn Police, Fire and Public Safety Dispatch • Other positions may be excluded based on business needs • Could possibly include some funding for health insurance based on years of service 4. Other Voluntary Leave Without Pay or Furlough Programs • Allow employees to request time off without pay but continue to receive City benefits (would need to define what “benefits” would continue). • Program eligibility expires 12/31/10. • Approval of leaved would need to be based on business needs and City Manager approval. Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 18 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 19 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 20 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 21 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 22 Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 23 August 10 Council receives preliminary 2010 budget info. • First look at general budget numbers from department budget recommendations for 2010. • Discussion of guidelines used to prepare the 2010 budget. • Present preliminary data and obtain direction for more detailed discussion on August 24th. • Review concept of Street Light Utility fee. • Communication plan in place inform public on budget on preliminary 2010 levy and information continues through October 1. August 24 Council has continued discussion on 2010 budget and more detailed information including: • Franchise fees • Leave incentive program review: retirement, voluntary resignation, other with info on cost(s) • Line item cuts: review and service impacts • Service changes as it relates to reduction of positions • HRA Levy • Communication with public – information posted on the web and in ParkPerspective, gathering info online through October 1, to be compiled for the October 12 Council meeting. Also how will info gathered be used in the budget process. • Provide a list of “other funding cuts” that we may be facing. September 1 CIP items due to Finance from Department Directors September Council to discuss CVB (Convention and Visitors Bureau) concept September 8 Council establishes preliminary property tax levy September 14 Council to review 2010 Housing Rehab Fund and EDA Budget October 12 Budget and CIP workshop on a Monday night (extended to review budgets) October - November Finance conducts follow up budget work November 23 Council reviews proposed budget and CIP at study session December 7 Council Truth-in-Taxation budget public hearing December 21 Council adoption of budget, tax levy and CIP 2010 Budget Activities and Calendar Meeting of August 24, 2009 (Item No. 4) Subject: General Fund Budget/Parks and Recreation Fund Budget and Preliminary 2010 Levy Page 24 Meeting Date: August 24, 2009 Agenda Item #: 5 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Mayor, City Council and the Economic Development Authority Compensation. RECOMMENDED ACTION: At budget discussions earlier this year, Council requested that the topic of the Mayor, Council and EDA salaries be placed on an agenda for discussion. POLICY CONSIDERATION: Does the City Council desire to make changes in the compensation of the Mayor, Council, EDA or EDA President? BACKGROUND: Below is a summary of compensation: Year Council Mayor EDA EDA President 01/01/2008 – Present $7,165 $12,417 $4,299 $4,299 01/01/2006 $7,165 $10,985 $4,299 $5,731 01/01/2002 $6,365 $9,760 $3,819 $5,092 01/01/2000 $6,000 $9,000 $3,600 $4,800 1985 – 1999 $4,800 $7,200 $2,400 $3,600 If Council wishes to make changes in compensation, we would use the following process: How are Council salaries set? According to City Charter, City Council compensation is set by ordinance. This requires a public hearing along with a 1st and 2nd reading. If approved, the salary becomes effective on December 1, following the municipal election, and would be applied as a new rate on January 1. New for 2009: Recently enacted legislation, however, authorizes the Council to reduce their salaries before the next election. Meeting of August 24, 2009 (Item No. 5) Page 2 Subject: Mayor, City Council and the Economic Development Authority Compensation MN Session Laws 2009 Chapter 152, Sec. 17. Minnesota Statutes 2008, section 415.11, was amended by adding a subdivision to read: Subd. 3. Temporary reductions. Notwithstanding subdivision 2 or a charter provision to the contrary, the governing body may enact an ordinance to take effect before the next succeeding municipal election that reduces the salaries of the members of the governing body. The ordinance shall be in effect for 12 months, unless another period of time is specified in the ordinance, after which the salary of the members reverts to the salary in effect immediately before the ordinance was enacted. How are EDA salaries set? EDA salaries are set by resolution in accordance with MN State Statutes Section 469.097. Although they do not require the same process as setting Council salaries, they are typically adjusted at the same time the Council salaries are adjusted. What do other cities do? Attached are salary surveys from the League of MN Cities that show the annual compensation for other metro area suburbs with populations between 25,000 – 90,000. FINANCIAL OR BUDGET CONSIDERATION: Funds for Mayor and Council salaries are in the General Fund. Funds for EDA President and Commissioners are from the EDA (non-general fund). VISION CONSIDERATION: Not applicable. Attachments: Ordinance Resolution Mayor and Councilmember Salary Surveys Prepared by: Nancy Gohman, HR Director/Deputy City Manager Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 5) Page 3 Subject: Mayor, City Council and the Economic Development Authority Compensation ORDINANCE NO. _____-09 ORDINANCE SETTING SALARIES FOR THE MAYOR AND COUNCILMEMBERS THE CITY COUNCIL OF ST. LOUIS PARK ORDAINS: Section 1. The annual salary of the Mayor shall be _________, and the annual salary of each Councilmember shall continue to be ________, until changed by ordinance as provided in Section 2.07 of the St. Louis Park Home Rule Charter or MN Session Laws 2009 Chapter 152 Sec. 17. Section 2. This ordinance shall take effect _______________. Reviewed for Administration: Adopted by the City Council _____________ City Manager Mayor Attest: Approved as to Form and Execution: City Clerk City Attorney Meeting of August 24, 2009 (Item No. 5) Page 4 Subject: Mayor, City Council and the Economic Development Authority Compensation RESOLUTION NO. 09-_____ SETTING THE COMPENSATION AND REIMBURSEMENT OF THE COMMISSIONERS OF THE ECONOMIC DEVELOPMENT AUTHORITY WHEREAS, the Economic Development Authority of St. Louis Park, Minnesota was officially established on September 19, 1988 by Resolution 88-134; and WHEREAS, in accordance with the Economic Development Authority bylaws, the Economic Development Authority shall hold its regular meetings the first Monday of each month; and WHEREAS, in accordance with Minnesota State Statutes Section 469.097 (4), a Commissioner, including the President, shall be paid for attending regular or special meetings of the Authority and such compensation must be expensed to the Authority’s budget, NOW THEREFORE, BE IT RESOLVED by the City Council of the City of St. Louis Park to set the compensation and reimbursement of the Commissioners of the Economic Development Authority at an annual salary of $________ and the President at an annual salary of $________, effective _______________. Attest: Adopted by the City Council _____________ City Clerk Mayor Reviewed for Administration: City Manager Num. ofElectedOfficialsAndover30,207 1 $9,500.00 meeting for EDA N/AApple Valley48,832 1 $11,220.00 HealthPartners $6,924.00 $9,960.00 Bloomington85,832 1 $26,400.00 Authority HealthPartners $6,694.08 $12,720.00 Brooklyn Center27,901 1 $11,166.00 Brooklyn Park71,942 1 $17,100.00 Burnsville61,048 1 $12,000.00 $35 Medica$3,672.00 $3,672.00 Cottage Grove33,529 1 $9,216.00 Eden Prairie61,325 1 $10,620.00 35 Health Partners $0.00 $0.00 Fridley26,603 1 $10,525.00 Medica$4,279.92 $10,808.52 Lakeville52,323 1 $9,996.00 Maple Grove58,491 1 $14,000.00 Maplewood36,397 1 $12,302.00 NoneN/AMinnetonka51,519 1 $12,000.00 0NA$0.00 $0.00 Plymouth70,676 1 $14,004.00 BC/BS$0.00 $0.00 Richfield33,099 1 $9,688.00 HealthPartners $0.00 $0.00 Roseville33,969 1 $9,300.00 0NA$0.00 $0.00 Shakopee30,971 1 $7,854.00 Shoreview26,093 1 $8,976.00 St. Louis Park44,569 1 $12,417.00 EDA - $4,299/yrMayor Salary SurveyOrganization PopulationAnnual WagesAdd'l Pmt. for Special Meetings Health ProviderOrganization ANNUAL Cost for Single Health Cov.Organization ANNUAL Cost for Family Health Cov.Meeting of August 24, 2009 (Item No. 5) Subject: Mayor, City Council and the Economic Development Authority CompensationPage 5 Num. ofElectedOfficialsAndover30,207 4 $7,500.00 MeetingN/AApple Valley48,832 4 $8,028.00 HealthPartners $6,924.00 $9,960.00 Bloomington85,832 6 $12,396.00 comm/boards HealthPartners $6,694.08 $12,720.00 Brooklyn Center27,901 4 $8,549.04 Brooklyn Park71,942 6 $11,400.00 Burnsville61,048 4 $8,400.00 $35 Medica$3,690.00 $3,690.00 Cottage Grove33,529 4 $6,780.00 Eden Prairie61,325 4 $8,220.00 35 Health Partners $0.00 $0.00 Fridley26,603 4 $7,654.00 Medica$4,279.92 $10,808.52 Lakeville52,323 4 $8,664.00 Maple Grove58,491 4 $12,000.00 Maplewood36,397 4 $10,827.00 NoneN/AMinnetonka51,519 6 $9,000.00 0NA$0.00 $0.00 Plymouth70,676 6 $10,145.00 BC/BS$0.00 $0.00 Richfield33,099 4 $7,520.00 HealthPartners $0.00 $0.00 Roseville33,969 4 $7,020.00 0NA$0.00 $0.00 Savage25,065 4 $6,000.00 0Shakopee30,971 4 $6,715.00 Shoreview26,093 4 $6,648.00 St. Louis Park44,569 6 $7,165.00 EDA - $4,299/yrCouncil Member Salary SurveyOrganization PopulationAnnual WagesAdd'l Pmt. for Special Meetings Health ProviderOrganization ANNUAL Cost for Single Health Cov.Organization ANNUAL Cost for Family Health Cov.Meeting of August 24, 2009 (Item No. 5) Subject: Mayor, City Council and the Economic Development Authority CompensationPage 6 Meeting Date: August 24, 2009 Agenda Item #: 6 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Communications (Verbal). RECOMMENDED ACTION: Not Applicable. POLICY CONSIDERATION: Not Applicable. BACKGROUND: At every Study Session, verbal communications will take place between staff and Council for the purpose of information sharing. FINANCIAL OR BUDGET CONSIDERATION: Not Applicable. VISION CONSIDERATION: Not Applicable. Attachments: None Prepared and Approved by: Tom Harmening, City Manager Meeting Date: August 24, 2009 Agenda Item #: 7 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: July, 2009 Monthly Financial Report. RECOMMENDED ACTION: No action required at this time. This is a written report for information sharing purposes. POLICY CONSIDERATION: None. BACKGROUND: This report is designed to provide summary information regarding the overall level of revenues and expenditures in both the General Fund and the Park and Recreation Fund. These funds should be a primary concern in analyzing the City’s financial health because they represent the discretionary use of tax levy dollars. Through the month of July, actual revenues and expenditures should generally not exceed about 58% of the annual budget. Currently, the General Fund has expenditures totaling 45.6% and the Park and Recreation Fund expenditures are at 43.5%. Significant variances from the budget are highlighted below accompanied with a general discussion of reasons for the variance. General Fund Revenues: • Property tax revenues are slightly below 50% because of delinquent taxes. Staff expects this figure to get back to roughly the 99% that we have collected in prior years. • We need to carefully monitor building permit revenues. They are at $2,101,402 – 83% of the annual budget – which bodes well for the rest of the year. Staff will continue to watch for any downturn in the coming months. • Liquor license revenues are coming in slower this year than last. We projected a significant increase based on West End establishments that are planned, but not yet completed. Our license revenue will probably be below budget because we have lost Bennigans and Santorinis. Also, Fuddruckers downgraded their license and Al’s Bar has closed. • Community Development revenues have come back up to the normal range in the last month. Staff will monitor this revenue source both for 2009 budget purposes and as an indicator of 2010 construction activity. Meeting of August 24, 2009 (Item No. 7) Page 2 Subject: July, 2009 Monthly Financial Report • Communications & Marketing service charges are at almost 97% for the year, but this reflects the full cost of the combined Park & Rec brochure and Park Perspective. The 2009 budget for IR did not assume paying for the full cost of the combined Park and Recreation and Park Perspective publication. As such, savings will be shown in the Park and Rec budget relating to the cost of the Park and Recreation publication. We will need to properly allocate the costs for the rest of the year. Parks and Recreation Revenues: • Environmental revenues are usually lower because of the time lag between the contractor removing trees until the city is able to generate invoices. Many of the tree removals are specially assessed so revenue is not recorded until the end of the year. Expenditures: • Organized Recreation has paid the annual contribution to Community Education in the amount of $187,400 which is why their contractual services expenditures are at 66% for the year. • Recreation Center supplies expenditures are at 73% of the total budget because most of the pool supplies and concessions have been purchased by this time of the year. • Environmental services expenditures are at 76%. Many of the tree removals are performed during the winter due to lower likelihood of spreading diseases and damage to lawns. FINANCIAL OR BUDGET CONSIDERATION: None at this time. VISION CONSIDERATION: Not applicable. Attachments: Monthly Financial Reports Prepared by: Bruce DeJong, Finance Director Approved by: Tom Harmening, City Manager 8/20/2009CITY OF ST LOUIS PARK 12:45:27R5509FIN1 LOGIS001 1Monthly Financial Report Page -By Co (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 01000 GENERAL FUND 4000 REVENUES & EXPENSES 4001 REVENUES 4010 GENERAL PROPERTY TAXES 14,970,275.00- 7,051,493.31- 7,051,493.31- 7,918,781.69- 47.10 |14,107,179.00-7,134,840.22- 50.58 4100 LICENSES & PERMITS 2,515,000.00- 416,352.84- 1,995,261.35- 519,738.65- 79.33 |2,712,715.00-2,364,325.43- 87.16 4270 FINES & FORFEITS 312,000.00- 31,119.07- 193,349.90- 118,650.10- 61.97 |311,000.00-167,663.59- 53.91 4300 INTERGOVERNMENTAL 1,647,214.00- 293,865.94- 674,248.70- 972,965.30- 40.93 |1,709,365.00-826,569.77- 48.36 4600 CHARGES FOR SERVICES 1,201,900.00- 57,273.75- 394,707.62- 807,192.38- 32.84 |1,084,975.00-366,954.88- 33.82 5200 MISCELLANEOUS 100,000.00- 13,533.00- 96,215.57-3,784.43- 96.22 |100,000.00-74,569.93- 74.57 4001 REVENUES 20,746,389.00-7,863,637.91-10,405,276.45-10,341,112.55-50.15 |20,025,234.00-10,934,923.82-54.61 6001 EXPENDITURES 6002 PERSONAL SERVICES 18,646,154.00 888,169.31 10,586,597.30 8,059,556.70 56.78 |17,638,555.00 10,637,170.14 60.31 6210 SUPPLIES 781,135.00 49,631.07 299,881.20 481,253.80 38.39 |758,098.00 430,790.54 56.83 6300 NON-CAPITAL EQUIPMENT 70,775.00 41.19 23,488.64 47,286.36 33.19 |71,350.00 11,812.73 16.56 6350 SERVICES & OTHER CHARGES 4,195,215.00 315,613.40 1,922,305.16 2,272,909.84 45.82 |4,258,872.00 1,958,088.18 45.98 7800 CAPITAL OUTLAY 102.51 102.51-| 6001 EXPENDITURES 23,693,279.00 1,253,454.97 12,832,374.81 10,860,904.19 54.16 |22,726,875.00 13,037,861.59 57.37 8001 OTHER INCOME 8010 TRANSFERS IN 2,628,910.00- 219,075.82- 1,533,530.74- 1,095,379.26- 58.33 |2,555,694.00-1,490,821.57- 58.33 8070 OTHER RECOVERIES 2,000.00-494.61- 3,449.80-1,449.80 172.49 |2,000.00-163.34- 8.17 8100 INTEREST 350,000.00-76,283.34 426,283.34- 21.80- |325,000.00-86,604.42 26.65- 8130 CONTRIBUTIONS/DONATIONS 9,520.00- 9,520.00-9,520.00 |100.00- 8170 ADMINISTRATION FEES 2,800.00- 3,225.00-3,225.00 |5,450.00- 8200 MISC RECEIPTS 140.00-307.50-307.50 |537.31- 8001 OTHER INCOME 2,980,910.00-232,030.43-1,473,749.70-1,507,160.30-49.44 |2,882,694.00-1,410,467.80-48.93 8501 OTHER EXPENSE 8550 INTEREST/FINANCE CHARGES .71 .71-|8.25 8580 MISC EXPENSE 181,000.00 19.90 81.33 180,918.67 .04 |180,650.00 61,258.82 33.91 8590 BANK CHARGES/CREDIT CD FEES 19,000.00 1,918.76 6,927.47 12,072.53 36.46 |400.00 14,207.16 3,551.79 8501 OTHER EXPENSE 200,000.00 1,938.66 7,009.51 192,990.49 3.50 |181,050.00 75,474.23 41.69 4000 REVENUES & EXPENSES 165,980.00 6,840,274.71-960,358.17 794,378.17-578.60 |3.00-767,944.20 ********** 01000 GENERAL FUND 165,980.00 6,840,274.71-960,358.17 794,378.17-578.60 |3.00-767,944.20 ********** Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 3 8/20/2009CITY OF ST LOUIS PARK 12:45:27R5509FIN1 LOGIS001 2Monthly Financial Report Page -By Co (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 02000 PARK AND RECREATION 4000 REVENUES & EXPENSES 4001 REVENUES 4010 GENERAL PROPERTY TAXES 4,073,118.00- 2,036,559.00- 2,036,559.00- 2,036,559.00- 50.00 |3,750,197.00-1,875,098.50- 50.00 4100 LICENSES & PERMITS 375.00- 5,835.00-5,835.00 |5,350.00- 4300 INTERGOVERNMENTAL 55,702.00-5,836.76- 33,474.51- 22,227.49- 60.10 |56,402.00-56,543.09- 100.25 4600 CHARGES FOR SERVICES 1,141,598.00- 95,271.06- 641,661.83- 499,936.17- 56.21 |1,058,170.00-710,287.07- 67.12 5200 MISCELLANEOUS 883,000.00- 57,822.97- 387,573.90- 495,426.10- 43.89 |823,061.00-433,947.47- 52.72 4001 REVENUES 6,153,418.00-2,195,864.79-3,105,104.24-3,048,313.76-50.46 |5,687,830.00-3,081,226.13-54.17 6001 EXPENDITURES 6002 PERSONAL SERVICES 3,520,813.00 227,193.05 2,063,485.14 1,457,327.86 58.61 |3,403,854.00 2,125,068.42 62.43 6210 SUPPLIES 922,131.00 65,704.37 329,560.82 592,570.18 35.74 |795,292.00 576,369.27 72.47 6300 NON-CAPITAL EQUIPMENT 4,120.00 20.97 4,099.03 .51 |4,500.00 1,982.01 44.04 6350 SERVICES & OTHER CHARGES 1,703,002.00 180,550.48 972,100.74 730,901.26 57.08 |1,543,904.00 1,121,464.86 72.64 7800 CAPITAL OUTLAY 15,352.00 1,602.83 13,749.17 10.44 |19,000.00 6001 EXPENDITURES 6,165,418.00 473,447.90 3,366,770.50 2,798,647.50 54.61 |5,766,550.00 3,824,884.56 66.33 8001 OTHER INCOME 8010 TRANSFERS IN |75,000.00- 8100 INTEREST |1,600.00- 8130 CONTRIBUTIONS/DONATIONS 12,000.00-100.00- 4,115.00-7,885.00- 34.29 |11,100.00-4,877.00- 43.94 8200 MISC REVENUE |4,238.89- 8001 OTHER INCOME 12,000.00-100.00-4,115.00-7,885.00-34.29 |87,700.00-9,115.89-10.39 8501 OTHER EXPENSE 8510 TRANSFERS OUT |8,981.00 5,238.94 58.33 8550 INTEREST/FINANCE CHARGES 6.98 6.98-|57.02 8590 BANK CHARGES/CREDIT CD FEES 2,400.89 7,311.88 7,311.88-|10,436.09 8501 OTHER EXPENSE 2,400.89 7,318.86 7,318.86-|8,981.00 15,732.05 175.17 4000 REVENUES & EXPENSES 1,720,116.00-264,870.12 264,870.12-|1.00 750,274.59 ********* 02000 PARK AND RECREATION 1,720,116.00-264,870.12 264,870.12-|1.00 750,274.59 ********* Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 4 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 2Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 100 GENERAL 4000 REVENUES & EXPENSES 4001 REVENUES 4010 GENERAL PROPERTY TAXES 14,970,275.00- 7,051,493.31- 7,051,493.31- 7,918,781.69- 47.10 |14,107,179.00-7,134,840.22- 50.58 4300 INTERGOVERNMENTAL 45,205.00- 22,602.50- 22,602.50- 22,602.50- 50.00 |45,205.00-22,602.50- 50.00 4600 CHARGES FOR SERVICES 111.60-385.45-385.45 |167.31- 5200 MISCELLANEOUS 85,000.00-7,083.33- 49,815.10- 35,184.90- 58.61 |85,000.00-49,707.51- 58.48 4001 REVENUES 15,100,480.00-7,081,290.74-7,124,296.36-7,976,183.64-47.18 |14,237,384.00-7,207,317.54-50.62 6001 EXPENDITURES 6350 SERVICES & OTHER CHARGES |52.50 6001 EXPENDITURES |52.50 8001 OTHER INCOME 8010 TRANSFERS IN 2,542,855.00- 219,075.82- 1,533,530.74- 1,009,324.26- 60.31 |2,471,711.00-1,490,821.57- 60.32 8100 INTEREST 350,000.00-76,285.95 426,285.95- 21.80- |325,000.00-86,604.42 26.65- 8130 CONTRIBUTIONS/DONATIONS 500.00 500.00 500.00-| 8001 OTHER INCOME 2,892,855.00-218,575.82-1,456,744.79-1,436,110.21-50.36 |2,796,711.00-1,404,217.15-50.21 8501 OTHER EXPENSE 8580 MISC EXPENSE 180,000.00 180,000.00 |180,000.00 8501 OTHER EXPENSE 180,000.00 180,000.00 |180,000.00 4000 REVENUES & EXPENSES 17,813,335.00-7,299,866.56-8,581,041.15-9,232,293.85-48.17 |16,854,095.00-8,611,482.19-51.09 100 GENERAL 17,813,335.00-7,299,866.56-8,581,041.15-9,232,293.85-48.17 |16,854,095.00-8,611,482.19-51.09 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 5 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 4Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 110 ADMINISTRATION 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 215,500.00-3,550.00- 160,643.33- 54,856.67- 74.54 |178,000.00-177,820.82- 99.90 4270 FINES & FORFEITS 8,000.00-6,000.00- 6,000.00-2,000.00- 75.00 |8,000.00-4,000.00- 50.00 4600 CHARGES FOR SERVICES 97.00-97.00 | 4001 REVENUES 223,500.00-9,550.00-166,740.33-56,759.67-74.60 |186,000.00-181,820.82-97.75 6001 EXPENDITURES 6002 PERSONAL SERVICES 531,500.00 22,572.28 301,846.75 229,653.25 56.79 |511,250.00 357,895.09 70.00 6210 SUPPLIES 3,700.00 1,263.33 1,949.91 1,750.09 52.70 |4,350.00 2,827.84 65.01 6350 SERVICES & OTHER CHARGES 455,635.00 26,319.44 215,551.63 240,083.37 47.31 |518,727.00 223,810.10 43.15 6001 EXPENDITURES 990,835.00 50,155.05 519,348.29 471,486.71 52.42 |1,034,327.00 584,533.03 56.51 8001 OTHER INCOME 8200 MISC REVENUE 140.00-307.50-307.50 |30.00- 8001 OTHER INCOME 140.00-307.50-307.50 |30.00- 8501 OTHER EXPENSE 8550 INTEREST/FINANCE CHARGES .71 .71-|8.25 8590 BANK CHARGES/CREDIT CD FEES 4.86 4.86-| 8501 OTHER EXPENSE 5.57 5.57-|8.25 4000 REVENUES & EXPENSES 767,335.00 40,465.05 352,306.03 415,028.97 45.91 |848,327.00 402,690.46 47.47 110 ADMINISTRATION 767,335.00 40,465.05 352,306.03 415,028.97 45.91 |848,327.00 402,690.46 47.47 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 6 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 6Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 120 FINANCE 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 50,000.00-4,026.50- 23,807.25- 26,192.75- 47.61 |50,000.00-23,455.50- 46.91 4001 REVENUES 50,000.00-4,026.50-23,807.25-26,192.75-47.61 |50,000.00-23,455.50-46.91 6001 EXPENDITURES 6002 PERSONAL SERVICES 999,200.00 41,786.56 567,819.18 431,380.82 56.83 |951,407.00 646,863.17 67.99 6210 SUPPLIES 4,225.00 57.18 1,426.67 2,798.33 33.77 |4,000.00 2,394.67 59.87 6350 SERVICES & OTHER CHARGES 162,555.00 18,534.40 85,785.93 76,769.07 52.77 |167,356.00 104,205.24 62.27 6001 EXPENDITURES 1,165,980.00 60,378.14 655,031.78 510,948.22 56.18 |1,122,763.00 753,463.08 67.11 8001 OTHER INCOME 8170 ADMINISTRATION FEES 2,800.00- 3,225.00-3,225.00 |5,450.00- 8200 MISC REVENUE |281.71- 8001 OTHER INCOME 2,800.00-3,225.00-3,225.00 |5,731.71- 8501 OTHER EXPENSE 8580 MISC EXPENSE 500.00 24.41 475.59 4.88 |150.00 61,258.82 ********* 8590 BANK CHARGES/CREDIT CD FEES 500.00 13.80 22.97 477.03 4.59 |300.00 2.96 .99 8501 OTHER EXPENSE 1,000.00 13.80 47.38 952.62 4.74 |450.00 61,261.78 ********* 4000 REVENUES & EXPENSES 1,116,980.00 53,565.44 628,046.91 488,933.09 56.23 |1,073,213.00 785,537.65 73.19 120 FINANCE 1,116,980.00 53,565.44 628,046.91 488,933.09 56.23 |1,073,213.00 785,537.65 73.19 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 7 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 8Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 130 HUMAN RESOURCES 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 9,000.00-5,461.00-3,539.00- 60.68 |9,000.00-3,142.00- 34.91 5200 MISCELLANEOUS 30.00-30.00-30.00 | 4001 REVENUES 9,000.00-30.00-5,491.00-3,509.00-61.01 |9,000.00-3,142.00-34.91 6001 EXPENDITURES 6002 PERSONAL SERVICES 481,000.00 24,008.35 279,760.27 201,239.73 58.16 |459,624.00 271,417.63 59.05 6210 SUPPLIES 2,000.00 306.59 1,331.19 668.81 66.56 |2,000.00 633.23 31.66 6350 SERVICES & OTHER CHARGES 160,550.00 3,198.10 68,829.97 91,720.03 42.87 |168,050.00 80,757.34 48.06 6001 EXPENDITURES 643,550.00 27,513.04 349,921.43 293,628.57 54.37 |629,674.00 352,808.20 56.03 8001 OTHER INCOME 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 634,550.00 27,483.04 344,430.43 290,119.57 54.28 |620,674.00 349,666.20 56.34 130 HUMAN RESOURCES 634,550.00 27,483.04 344,430.43 290,119.57 54.28 |620,674.00 349,666.20 56.34 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 8 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 9Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 135 COMMUNITY DEVELOPMENT 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 12,000.00-1,560.00- 7,725.00-4,275.00- 64.38 |12,000.00-7,300.00- 60.83 4600 CHARGES FOR SERVICES 585,000.00- 46,665.90- 294,323.87- 290,676.13- 50.31 |572,675.00-291,558.09- 50.91 5200 MISCELLANEOUS |14,862.42- 4001 REVENUES 597,000.00-48,225.90-302,048.87-294,951.13-50.59 |584,675.00-313,720.51-53.66 6001 EXPENDITURES 6002 PERSONAL SERVICES 1,047,000.00 38,384.42 583,789.95 463,210.05 55.76 |1,019,147.00 812,217.36 79.70 6210 SUPPLIES 3,000.00 38.00 434.47 2,565.53 14.48 |3,000.00 406.05 13.54 6300 NON-CAPITAL EQUIPMENT 1,000.00 1,000.00 |1,000.00 6350 SERVICES & OTHER CHARGES 56,750.00 5,134.42 13,701.50 43,048.50 24.14 |57,750.00 7,622.61 13.20 6001 EXPENDITURES 1,107,750.00 43,556.84 597,925.92 509,824.08 53.98 |1,080,897.00 820,246.02 75.89 8001 OTHER INCOME 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 510,750.00 4,669.06-295,877.05 214,872.95 57.93 |496,222.00 506,525.51 102.08 135 COMMUNITY DEVELOPMENT 510,750.00 4,669.06-295,877.05 214,872.95 57.93 |496,222.00 506,525.51 102.08 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 9 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 10Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 140 FACILITIES MAINTENANCE 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 8,200.00-8,200.00-|8,200.00- 5200 MISCELLANEOUS 15,000.00-1,250.00- 10,000.00-5,000.00- 66.67 |15,000.00-10,000.00- 66.67 4001 REVENUES 23,200.00-1,250.00-10,000.00-13,200.00-43.10 |23,200.00-10,000.00-43.10 6001 EXPENDITURES 6002 PERSONAL SERVICES 534,000.00 27,733.04 305,093.23 228,906.77 57.13 |510,784.00 296,693.11 58.09 6210 SUPPLIES 105,500.00 7,346.88 20,125.69 85,374.31 19.08 |109,500.00 46,067.91 42.07 6300 NON-CAPITAL EQUIPMENT 26,000.00 4,917.61 21,082.39 18.91 |31,000.00 3,230.10 10.42 6350 SERVICES & OTHER CHARGES 537,942.00 30,987.06 241,399.96 296,542.04 44.87 |536,642.00 254,356.61 47.40 6001 EXPENDITURES 1,203,442.00 66,066.98 571,536.49 631,905.51 47.49 |1,187,926.00 600,347.73 50.54 8001 OTHER INCOME 8501 OTHER EXPENSE 8580 MISC EXPENSE 37.02 37.02-| 8590 BANK CHARGES/CREDIT CD FEES 37.69 203.10 203.10-| 8501 OTHER EXPENSE 37.69 240.12 240.12-| 4000 REVENUES & EXPENSES 1,180,242.00 64,854.67 561,776.61 618,465.39 47.60 |1,164,726.00 590,347.73 50.69 140 FACILITIES MAINTENANCE 1,180,242.00 64,854.67 561,776.61 618,465.39 47.60 |1,164,726.00 590,347.73 50.69 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 10 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 11Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 145 INFORMATION RESOURCES 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 1,277.42-1,277.42 | 4001 REVENUES 1,277.42-1,277.42 | 6001 EXPENDITURES 6002 PERSONAL SERVICES 575,000.00 26,580.37 338,026.71 236,973.29 58.79 |566,679.00 402,578.48 71.04 6210 SUPPLIES 30,800.00 4,283.93 11,218.79 19,581.21 36.42 |31,200.00 15,121.98 48.47 6300 NON-CAPITAL EQUIPMENT 2,931.46 2,931.46-|2,300.00 1,914.16 83.22 6350 SERVICES & OTHER CHARGES 877,970.00 54,155.22 420,606.87 457,363.13 47.91 |860,660.00 425,326.69 49.42 6001 EXPENDITURES 1,483,770.00 85,019.52 772,783.83 710,986.17 52.08 |1,460,839.00 844,941.31 57.84 8001 OTHER INCOME 8501 OTHER EXPENSE 8590 BANK CHARGES/CREDIT CD FEES 47.13 72.98 72.98-|34.57 8501 OTHER EXPENSE 47.13 72.98 72.98-|34.57 4000 REVENUES & EXPENSES 1,483,770.00 85,066.65 771,579.39 712,190.61 52.00 |1,460,839.00 844,975.88 57.84 145 INFORMATION RESOURCES 1,483,770.00 85,066.65 771,579.39 712,190.61 52.00 |1,460,839.00 844,975.88 57.84 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 11 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 12Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 150 COMMUNICATIONS & MARKETING 4000 REVENUES & EXPENSES 4001 REVENUES 4300 INTERGOVERNMENTAL 3,000.00-3,000.00-| 4001 REVENUES 3,000.00-3,000.00-| 6001 EXPENDITURES 6002 PERSONAL SERVICES 184,980.00 7,577.68 95,522.51 89,457.49 51.64 |173,932.00 50,909.77 29.27 6350 SERVICES & OTHER CHARGES 104,245.00 28,145.35 100,882.39 3,362.61 96.77 |113,850.00 94,154.21 82.70 6001 EXPENDITURES 289,225.00 35,723.03 196,404.90 92,820.10 67.91 |287,782.00 145,063.98 50.41 8001 OTHER INCOME 8501 OTHER EXPENSE 8590 BANK CHARGES/CREDIT CD FEES 16.49 16.49 16.49-|15.03 8501 OTHER EXPENSE 16.49 16.49 16.49-|15.03 4000 REVENUES & EXPENSES 286,225.00 35,739.52 196,421.39 89,803.61 68.62 |287,782.00 145,079.01 50.41 150 COMMUNICATIONS & MARKETING 286,225.00 35,739.52 196,421.39 89,803.61 68.62 |287,782.00 145,079.01 50.41 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 12 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 14Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 160 POLICE 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS |20.00- 4270 FINES & FORFEITS 303,500.00- 25,119.07- 187,349.90- 116,150.10- 61.73 |302,600.00-162,980.59- 53.86 4300 INTERGOVERNMENTAL 809,009.00- 38,861.41- 190,911.17- 618,097.83- 23.60 |882,160.00-328,999.22- 37.29 4600 CHARGES FOR SERVICES 109,700.00-5,751.75- 52,648.52- 57,051.48- 47.99 |110,300.00-41,929.48- 38.01 5200 MISCELLANEOUS 5,169.67- 36,370.47- 36,370.47 | 4001 REVENUES 1,222,209.00-74,901.90-467,280.06-754,928.94-38.23 |1,295,060.00-533,929.29-41.23 6001 EXPENDITURES 6002 PERSONAL SERVICES 6,572,294.00 322,110.49 3,756,302.05 2,815,991.95 57.15 |6,185,321.00 3,614,805.07 58.44 6210 SUPPLIES 150,900.00 5,657.60 48,661.19 102,238.81 32.25 |155,300.00 54,754.29 35.26 6300 NON-CAPITAL EQUIPMENT 35,775.00 41.19 13,153.64 22,621.36 36.77 |33,550.00 5,913.13 17.62 6350 SERVICES & OTHER CHARGES 547,053.00 35,745.31 244,998.13 302,054.87 44.79 |552,343.00 233,759.49 42.32 6001 EXPENDITURES 7,306,022.00 363,554.59 4,063,115.01 3,242,906.99 55.61 |6,926,514.00 3,909,231.98 56.44 8001 OTHER INCOME 8070 OTHER RECOVERIES 2,000.00-494.61- 3,449.80-1,449.80 172.49 |2,000.00-163.34- 8.17 8100 INTEREST 2.61-2.61 | 8001 OTHER INCOME 2,000.00-494.61-3,452.41-1,452.41 172.62 |2,000.00-163.34-8.17 8501 OTHER EXPENSE 8580 MISC EXPENSE 500.00 500.00 |500.00 8590 BANK CHARGES/CREDIT CD FEES 500.00 18.62 76.39 423.61 15.28 |100.00 129.44 129.44 8501 OTHER EXPENSE 1,000.00 18.62 76.39 923.61 7.64 |600.00 129.44 21.57 4000 REVENUES & EXPENSES 6,082,813.00 288,176.70 3,592,458.93 2,490,354.07 59.06 |5,630,054.00 3,375,268.79 59.95 160 POLICE 6,082,813.00 288,176.70 3,592,458.93 2,490,354.07 59.06 |5,630,054.00 3,375,268.79 59.95 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 13 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 15Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 161 COMMUNITY OUTREACH - POLICE 4000 REVENUES & EXPENSES 4001 REVENUES 6001 EXPENDITURES 6002 PERSONAL SERVICES 76,500.00 3,829.88 44,394.15 32,105.85 58.03 |73,127.00 43,326.48 59.25 6210 SUPPLIES 850.00 850.00 |1,100.00 31.73 2.88 6350 SERVICES & OTHER CHARGES 8,705.00 75.00 4,743.96 3,961.04 54.50 |9,756.00 4,925.41 50.49 6001 EXPENDITURES 86,055.00 3,904.88 49,138.11 36,916.89 57.10 |83,983.00 48,283.62 57.49 8001 OTHER INCOME 8010 TRANSFERS IN 86,055.00-86,055.00-|83,983.00- 8001 OTHER INCOME 86,055.00-86,055.00-|83,983.00- 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 3,904.88 49,138.11 49,138.11-|48,283.62 161 COMMUNITY OUTREACH - POLICE 3,904.88 49,138.11 49,138.11-|48,283.62 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 14 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 16Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 165 FIRE PROTECTION 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 50,000.00-4,876.44- 24,796.34- 25,203.66- 49.59 |55,000.00-24,968.53- 45.40 4300 INTERGOVERNMENTAL 300,000.00-5,712.53- 5,712.53- 294,287.47-1.90 |332,000.00-33,660.00- 10.14 4600 CHARGES FOR SERVICES 4,000.00-476.00- 14,128.00- 10,128.00 353.20 |4,000.00-4,992.50- 124.81 4001 REVENUES 354,000.00-11,064.97-44,636.87-309,363.13-12.61 |391,000.00-63,621.03-16.27 6001 EXPENDITURES 6002 PERSONAL SERVICES 2,815,680.00 133,225.78 1,574,972.73 1,240,707.27 55.94 |2,712,378.00 1,521,176.36 56.08 6210 SUPPLIES 71,810.00 2,816.51 22,499.53 49,310.47 31.33 |93,648.00 53,100.32 56.70 6300 NON-CAPITAL EQUIPMENT 5,000.00 1,790.93 3,209.07 35.82 | 6350 SERVICES & OTHER CHARGES 224,183.00 18,015.14 93,091.27 131,091.73 41.52 |223,092.00 96,668.65 43.33 6001 EXPENDITURES 3,116,673.00 154,057.43 1,692,354.46 1,424,318.54 54.30 |3,029,118.00 1,670,945.33 55.16 8001 OTHER INCOME 8130 CONTRIBUTIONS/DONATIONS 10,020.00- 10,020.00- 10,020.00 |100.00- 8001 OTHER INCOME 10,020.00-10,020.00-10,020.00 |100.00- 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 2,762,673.00 132,972.46 1,637,697.59 1,124,975.41 59.28 |2,638,118.00 1,607,224.30 60.92 165 FIRE PROTECTION 2,762,673.00 132,972.46 1,637,697.59 1,124,975.41 59.28 |2,638,118.00 1,607,224.30 60.92 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 15 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 17Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 170 INSPECTIONAL SERVICES 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 2,162,500.00- 403,886.40- 1,753,996.68- 408,503.32- 81.11 |2,392,615.00-2,096,286.08- 87.61 4300 INTERGOVERNMENTAL |445.65- 4600 CHARGES FOR SERVICES 92.00- 2,179.11-2,179.11 |800.00-735.00- 91.88 4001 REVENUES 2,162,500.00-403,978.40-1,756,175.79-406,324.21-81.21 |2,393,415.00-2,097,466.73-87.63 6001 EXPENDITURES 6002 PERSONAL SERVICES 1,941,500.00 94,180.31 1,075,504.35 865,995.65 55.40 |1,771,747.00 1,040,473.51 58.73 6210 SUPPLIES 22,300.00 1,429.92 7,418.52 14,881.48 33.27 |11,500.00 7,857.56 68.33 6350 SERVICES & OTHER CHARGES 71,627.00 5,624.27 25,647.55 45,979.45 35.81 |69,627.00 42,209.86 60.62 6001 EXPENDITURES 2,035,427.00 101,234.50 1,108,570.42 926,856.58 54.46 |1,852,874.00 1,090,540.93 58.86 8001 OTHER INCOME 8200 MISC RECEIPTS |225.60- 8001 OTHER INCOME |225.60- 8501 OTHER EXPENSE 8580 MISC EXPENSE 19.90 19.90 19.90-| 8590 BANK CHARGES/CREDIT CD FEES 18,000.00 1,785.03 6,508.94 11,491.06 36.16 |13,999.89 8501 OTHER EXPENSE 18,000.00 1,804.93 6,528.84 11,471.16 36.27 |13,999.89 4000 REVENUES & EXPENSES 109,073.00-300,938.97-641,076.53-532,003.53 587.75 |540,541.00-993,151.51-183.73 170 INSPECTIONAL SERVICES 109,073.00-300,938.97-641,076.53-532,003.53 587.75 |540,541.00-993,151.51-183.73 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 16 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 18Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 175 PUBLIC WORKS - ADMINISTRATION 4000 REVENUES & EXPENSES 4001 REVENUES 6001 EXPENDITURES 6002 PERSONAL SERVICES 826,500.00 45,785.43 516,691.31 309,808.69 62.52 |793,133.00 446,532.22 56.30 6210 SUPPLIES 4,500.00 1,280.65 2,501.69 1,998.31 55.59 |4,500.00 1,261.48 28.03 6300 NON-CAPITAL EQUIPMENT 1,000.00 1,000.00 |1,500.00 6350 SERVICES & OTHER CHARGES 22,950.00 719.00 6,344.21 16,605.79 27.64 |33,450.00 18,234.68 54.51 7800 CAPITAL OUTLAY 11.49 11.49-| 6001 EXPENDITURES 854,950.00 47,785.08 525,548.70 329,401.30 61.47 |832,583.00 466,028.38 55.97 8001 OTHER INCOME 8501 OTHER EXPENSE 8590 BANK CHARGES/CREDIT CD FEES 21.74 21.74-| 8501 OTHER EXPENSE 21.74 21.74-| 4000 REVENUES & EXPENSES 854,950.00 47,785.08 525,570.44 329,379.56 61.47 |832,583.00 466,028.38 55.97 175 PUBLIC WORKS - ADMINISTRATION 854,950.00 47,785.08 525,570.44 329,379.56 61.47 |832,583.00 466,028.38 55.97 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 17 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 19Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 176 PUBLIC WORKS - ENGINEERING 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 75,000.00-2,420.00- 47,650.00- 27,350.00- 63.53 |75,000.00-57,900.00- 77.20 4600 CHARGES FOR SERVICES 436,000.00-150.00-400.00- 435,600.00-.09 |330,000.00-975.00- .30 4001 REVENUES 511,000.00-2,570.00-48,050.00-462,950.00-9.40 |405,000.00-58,875.00-14.54 6001 EXPENDITURES 6002 PERSONAL SERVICES 844,000.00 39,635.40 426,039.42 417,960.58 50.48 |690,511.00 416,121.77 60.26 6210 SUPPLIES 7,050.00 188.45 1,828.12 5,221.88 25.93 |7,000.00 3,283.87 46.91 6300 NON-CAPITAL EQUIPMENT 2,000.00 695.00 1,305.00 34.75 |2,000.00 6350 SERVICES & OTHER CHARGES 70,750.00 1,587.61 23,662.29 47,087.71 33.44 |85,671.00 21,808.81 25.46 6001 EXPENDITURES 923,800.00 41,411.46 452,224.83 471,575.17 48.95 |785,182.00 441,214.45 56.19 8001 OTHER INCOME 8501 OTHER EXPENSE 8590 BANK CHARGES/CREDIT CD FEES |25.27 8501 OTHER EXPENSE |25.27 4000 REVENUES & EXPENSES 412,800.00 38,841.46 404,174.83 8,625.17 97.91 |380,182.00 382,364.72 100.57 176 PUBLIC WORKS - ENGINEERING 412,800.00 38,841.46 404,174.83 8,625.17 97.91 |380,182.00 382,364.72 100.57 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 18 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 20Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 177 PUBLIC WORKS - OPERATIONS 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 60.00-450.00-450.00 |100.00-30.00- 30.00 4270 FINES & FORFEITS 500.00-500.00-|400.00-683.00- 170.75 4300 INTERGOVERNMENTAL 490,000.00- 226,689.50- 455,022.50- 34,977.50- 92.86 |450,000.00-440,862.40- 97.97 4001 REVENUES 490,500.00-226,749.50-455,472.50-35,027.50-92.86 |450,500.00-441,575.40-98.02 6001 EXPENDITURES 6002 PERSONAL SERVICES 1,217,000.00 60,759.32 720,834.69 496,165.31 59.23 |1,219,515.00 716,160.12 58.72 6210 SUPPLIES 374,500.00 24,962.03 180,485.43 194,014.57 48.19 |331,000.00 243,049.61 73.43 6300 NON-CAPITAL EQUIPMENT |755.34 6350 SERVICES & OTHER CHARGES 894,300.00 87,373.08 377,059.50 517,240.50 42.16 |861,898.00 350,195.98 40.63 7800 CAPITAL OUTLAY 91.02 91.02-| 6001 EXPENDITURES 2,485,800.00 173,094.43 1,278,470.64 1,207,329.36 51.43 |2,412,413.00 1,310,161.05 54.31 8001 OTHER INCOME 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 1,995,300.00 53,655.07-822,998.14 1,172,301.86 41.25 |1,961,913.00 868,585.65 44.27 177 PUBLIC WORKS - OPERATIONS 1,995,300.00 53,655.07-822,998.14 1,172,301.86 41.25 |1,961,913.00 868,585.65 44.27 01000 GENERAL FUND 165,980.00 6,840,274.71-960,358.17 794,378.17-578.60 |3.00-767,944.20 ********** Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 19 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 21Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 02000 PARK AND RECREATION 200 ORGANIZED RECREATION 4000 REVENUES & EXPENSES 4001 REVENUES 4010 GENERAL PROPERTY TAXES 4,073,118.00- 2,036,559.00- 2,036,559.00- 2,036,559.00- 50.00 |3,750,197.00-1,875,098.50- 50.00 4300 INTERGOVERNMENTAL 44,702.00-22,351.00- 22,351.00- 50.00 |44,702.00-22,351.00- 50.00 4600 CHARGES FOR SERVICES 259,298.00-2,115.13- 175,951.55- 83,346.45- 67.86 |242,070.00-152,618.85- 63.05 5200 MISCELLANEOUS 34,000.00-2,231.50- 10,837.80- 23,162.20- 31.88 |19,600.00-6,886.72- 35.14 4001 REVENUES 4,411,118.00-2,040,905.63-2,245,699.35-2,165,418.65-50.91 |4,056,569.00-2,056,955.07-50.71 6001 EXPENDITURES 6002 PERSONAL SERVICES 729,162.00 46,605.48 434,326.46 294,835.54 59.57 |711,222.00 447,143.20 62.87 6210 SUPPLIES 59,451.00 5,861.18 23,580.03 35,870.97 39.66 |66,892.00 26,897.42 40.21 6350 SERVICES & OTHER CHARGES 502,597.00 40,756.63 340,119.16 162,477.84 67.67 |472,585.00 364,708.03 77.17 6001 EXPENDITURES 1,291,210.00 93,223.29 798,025.65 493,184.35 61.80 |1,250,699.00 838,748.65 67.06 8001 OTHER INCOME 8100 INTEREST |1,600.00- 8130 CONTRIBUTIONS/DONATIONS 14,000.00-1,500.00- 12,500.00- 10.71 |13,100.00-3,000.00- 22.90 8200 MISC REVENUE |4,238.89- 8001 OTHER INCOME 14,000.00-1,500.00-12,500.00-10.71 |14,700.00-7,238.89-49.24 8501 OTHER EXPENSE 8550 INTEREST/FINANCE CHARGES 3.79 3.79-| 8590 BANK CHARGES/CREDIT CD FEES 2,349.14 7,073.01 7,073.01-|10,064.37 8501 OTHER EXPENSE 2,349.14 7,076.80 7,076.80-|10,064.37 4000 REVENUES & EXPENSES 3,133,908.00-1,945,333.20-1,442,096.90-1,691,811.10-46.02 |2,820,570.00-1,215,380.94-43.09 200 ORGANIZED RECREATION 3,133,908.00-1,945,333.20-1,442,096.90-1,691,811.10-46.02 |2,820,570.00-1,215,380.94-43.09 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 20 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 22Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 201 RECREATION CENTER 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 679,000.00- 84,591.49- 381,513.10- 297,486.90- 56.19 |645,500.00-428,039.44- 66.31 5200 MISCELLANEOUS 722,000.00- 43,264.88- 286,585.44- 435,414.56- 39.69 |691,200.00-342,859.48- 49.60 4001 REVENUES 1,401,000.00-127,856.37-668,098.54-732,901.46-47.69 |1,336,700.00-770,898.92-57.67 6001 EXPENDITURES 6002 PERSONAL SERVICES 792,467.00 71,360.59 470,959.23 321,507.77 59.43 |765,999.00 476,985.66 62.27 6210 SUPPLIES 170,350.00 43,003.41 128,127.54 42,222.46 75.21 |167,100.00 124,338.81 74.41 6350 SERVICES & OTHER CHARGES 491,950.00 43,356.32 231,508.93 260,441.07 47.06 |413,284.00 261,601.71 63.30 7800 CAPITAL OUTLAY |12,000.00 6001 EXPENDITURES 1,454,767.00 157,720.32 830,595.70 624,171.30 57.09 |1,358,383.00 862,926.18 63.53 8001 OTHER INCOME 8501 OTHER EXPENSE 8550 INTEREST/FINANCE CHARGES 3.19 3.19-|2.28 8501 OTHER EXPENSE 3.19 3.19-|2.28 4000 REVENUES & EXPENSES 53,767.00 29,863.95 162,500.35 108,733.35-302.23 |21,683.00 92,029.54 424.43 201 RECREATION CENTER 53,767.00 29,863.95 162,500.35 108,733.35-302.23 |21,683.00 92,029.54 424.43 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 21 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 23Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 202 PARK MAINTENANCE 4000 REVENUES & EXPENSES 4001 REVENUES 4100 LICENSES & PERMITS 375.00- 5,835.00-5,835.00 |5,350.00- 4600 CHARGES FOR SERVICES 10,700.00-130.00 130.00 10,830.00-1.21- |8,700.00- 5200 MISCELLANEOUS 26,000.00-4,238.17- 26,164.22-164.22 100.63 |11,600.00-25,457.33- 219.46 4001 REVENUES 36,700.00-4,483.17-31,869.22-4,830.78-86.84 |20,300.00-30,807.33-151.76 6001 EXPENDITURES 6002 PERSONAL SERVICES 986,400.00 54,336.61 563,304.64 423,095.36 57.11 |961,356.00 603,781.81 62.81 6210 SUPPLIES 93,555.00 9,628.78 54,116.47 39,438.53 57.84 |88,700.00 54,212.91 61.12 6300 NON-CAPITAL EQUIPMENT 4,120.00 4,120.00 |4,000.00 1,982.01 49.55 6350 SERVICES & OTHER CHARGES 369,510.00 38,854.12 182,107.47 187,402.53 49.28 |316,462.00 214,518.21 67.79 7800 CAPITAL OUTLAY 7,000.00 7,000.00 |7,000.00 6001 EXPENDITURES 1,460,585.00 102,819.51 799,528.58 661,056.42 54.74 |1,377,518.00 874,494.94 63.48 8001 OTHER INCOME 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 1,423,885.00 98,336.34 767,659.36 656,225.64 53.91 |1,357,218.00 843,687.61 62.16 202 PARK MAINTENANCE 1,423,885.00 98,336.34 767,659.36 656,225.64 53.91 |1,357,218.00 843,687.61 62.16 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 22 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 24Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 203 WESTWOOD HILLS 4000 REVENUES & EXPENSES 4001 REVENUES 4600 CHARGES FOR SERVICES 82,600.00-3,582.40- 64,110.29- 18,489.71- 77.62 |80,150.00-58,604.15- 73.12 5200 MISCELLANEOUS 300.00 177.00-177.00 |25.00- 4001 REVENUES 82,600.00-3,282.40-64,287.29-18,312.71-77.83 |80,150.00-58,629.15-73.15 6001 EXPENDITURES 6002 PERSONAL SERVICES 420,586.00 24,327.74 249,932.11 170,653.89 59.42 |404,679.00 236,363.50 58.41 6210 SUPPLIES 26,700.00 3,421.18 10,279.38 16,420.62 38.50 |22,650.00 10,111.47 44.64 6350 SERVICES & OTHER CHARGES 44,500.00 2,167.79 16,251.08 28,248.92 36.52 |39,349.00 18,724.84 47.59 6001 EXPENDITURES 491,786.00 29,916.71 276,462.57 215,323.43 56.22 |466,678.00 265,199.81 56.83 8001 OTHER INCOME 8130 CONTRIBUTIONS/DONATIONS 100.00-815.00-815.00 |1,877.00- 8001 OTHER INCOME 100.00-815.00-815.00 |1,877.00- 8501 OTHER EXPENSE 8590 BANK CHARGES/CREDIT CD FEES 37.40 224.52 224.52-|339.90 8501 OTHER EXPENSE 37.40 224.52 224.52-|339.90 4000 REVENUES & EXPENSES 409,186.00 26,571.71 211,584.80 197,601.20 51.71 |386,528.00 205,033.56 53.04 203 WESTWOOD HILLS 409,186.00 26,571.71 211,584.80 197,601.20 51.71 |386,528.00 205,033.56 53.04 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 23 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 25Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 204 ENVIRONMENT 4000 REVENUES & EXPENSES 4001 REVENUES 4300 INTERGOVERNMENTAL |29,500.00- 4600 CHARGES FOR SERVICES 110,000.00-5,112.04- 20,216.89- 89,783.11- 18.38 |81,750.00-51,665.89- 63.20 5200 MISCELLANEOUS 1,318.00-1,318.00 | 4001 REVENUES 110,000.00-5,112.04-21,534.89-88,465.11-19.58 |81,750.00-81,165.89-99.29 6001 EXPENDITURES 6002 PERSONAL SERVICES 108,898.00 6,116.63 60,887.56 48,010.44 55.91 |99,297.00 84,897.03 85.50 6210 SUPPLIES 19,425.00 63.16- 12,014.99 7,410.01 61.85 |17,900.00 8,804.60 49.19 6300 NON-CAPITAL EQUIPMENT |500.00 6350 SERVICES & OTHER CHARGES 158,470.00 48,225.86 128,033.90 30,436.10 80.79 |171,285.00 146,514.02 85.54 6001 EXPENDITURES 286,793.00 54,279.33 200,936.45 85,856.55 70.06 |288,982.00 240,215.65 83.12 8001 OTHER INCOME 8130 CONTRIBUTIONS/DONATIONS 2,000.00 1,800.00-3,800.00 90.00- |2,000.00 8001 OTHER INCOME 2,000.00 1,800.00-3,800.00 90.00-|2,000.00 8501 OTHER EXPENSE 4000 REVENUES & EXPENSES 178,793.00 49,167.29 177,601.56 1,191.44 99.33 |209,232.00 159,049.76 76.02 204 ENVIRONMENT 178,793.00 49,167.29 177,601.56 1,191.44 99.33 |209,232.00 159,049.76 76.02 Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 24 8/20/2009CITY OF ST LOUIS PARK 12:47:07R5509FIN1 LOGIS005 26Monthly Financial Report Page -By Co, Dept (pb), Object 2009 20097/31/2009 <==========================================>20082009 Description Annual Budget Current Period YTD Actual Budget Balance Per Cent Used | | Prior Year Budget Same Period Prior Year YTD Actual Per Cent Used 205 VEHICLE MAINTENANCE 4000 REVENUES & EXPENSES 4001 REVENUES 4300 INTERGOVERNMENTAL 11,000.00-5,836.76- 11,123.51-123.51 101.12 |11,700.00-4,692.09- 40.10 4600 CHARGES FOR SERVICES |19,358.74- 5200 MISCELLANEOUS 101,000.00-8,388.42- 62,491.44- 38,508.56- 61.87 |100,661.00-58,718.94- 58.33 4001 REVENUES 112,000.00-14,225.18-73,614.95-38,385.05-65.73 |112,361.00-82,769.77-73.66 6001 EXPENDITURES 6002 PERSONAL SERVICES 483,300.00 24,446.00 284,075.14 199,224.86 58.78 |461,301.00 275,897.22 59.81 6210 SUPPLIES 552,650.00 3,852.98 101,442.41 451,207.59 18.36 |432,050.00 352,004.06 81.47 6300 NON-CAPITAL EQUIPMENT 20.97 20.97-| 6350 SERVICES & OTHER CHARGES 135,975.00 7,189.76 74,080.20 61,894.80 54.48 |130,939.00 115,398.05 88.13 7800 CAPITAL OUTLAY 8,352.00 1,602.83 6,749.17 19.19 | 6001 EXPENDITURES 1,180,277.00 35,488.74 461,221.55 719,055.45 39.08 |1,024,290.00 743,299.33 72.57 8001 OTHER INCOME 8010 TRANSFERS IN |75,000.00- 8001 OTHER INCOME |75,000.00- 8501 OTHER EXPENSE 8510 TRANSFERS OUT |8,981.00 5,238.94 58.33 8550 INTEREST/FINANCE CHARGES |54.74 8590 BANK CHARGES/CREDIT CD FEES 14.35 14.35 14.35-|31.82 8501 OTHER EXPENSE 14.35 14.35 14.35-|8,981.00 5,325.50 59.30 4000 REVENUES & EXPENSES 1,068,277.00 21,277.91 387,620.95 680,656.05 36.28 |845,910.00 665,855.06 78.71 205 VEHICLE MAINTENANCE 1,068,277.00 21,277.91 387,620.95 680,656.05 36.28 |845,910.00 665,855.06 78.71 02000 PARK AND RECREATION 1,720,116.00-264,870.12 264,870.12-|1.00 750,274.59 ********* Meeting of August 24, 2009 (Item No. 7) Subject: July, 2009 Monthly Financial Report Page 25 Meeting Date: August 24, 2009 Agenda Item #: 8 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Change Order Approval – Procedure Update. RECOMMENDED ACTION: No action required at this time. The report is to update the Council on the existing procedure and information on the recommendation to update our Change Order approval process. POLICY CONSIDERATION: Is updating the dollar limit for the administrative approval of change orders acceptable to Council? BACKGROUND: The City Council passed a resolution in 1987 (attached) allowing the City Manager to approve all change orders to contracts up to $25,000 with conditions. Staff reviewed this document and is recommending an update to the policy to allow the City Manager to make approvals of change orders up to $100,000, with conditions. City Charter: As you are aware, our City Charter states that the City Manager is the chief purchasing agent of the City and is allowed to approve and execute contracts in compliance with State Law. Over the past year, we updated our internal procedures/policy to be in compliance with State Law, allowing the City Manager to approve general purchasing up to $100,000. Staff follows State Law for bidding and other purchasing regulations. New Level Recommended: Staff has been working with the City Attorney to review this issue and changes to this procedure. After review of legal requirements, policy and regulations, we were able to prepare an update to our change order approval procedure and limits. We will be recommending that the level of administrative approval of change orders also be increased to a cumulative maximum of $100,000 with conditions. The attached resolution outlines the new level of approval of change orders and the conditions. Questions regarding this report can be addressed by the Deputy City Manager. If acceptable to Council, we plan to bring this resolution to a future Council meeting for approval as a consent item. FINANCIAL OR BUDGET CONSIDERATION: Updating the change order procedure and administrative approval level is in accordance with City Charter and State Law. Meeting of August 24, 2009 (Item No. 8) Page 2 Subject: Change Order Approval – Procedure Update VISION CONSIDERATION: Not applicable. Attachments: Resolution Adopting Change Order Policy Resolution No. 87-122 Related to Change Orders Prepared by: Nancy Gohman, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 8) Page 3 Subject: Change Order Approval – Procedure Update RESOLUTION NO. 09-_____ RESOLUTION ADOPTING CHANGE ORDER POLICY WHEREAS, to expedite the approval of change orders that are within the City Manager’s purchasing authority, it is in the best interest of the City to update a Change Order Approval process; and WHEREAS, the City approved Resolution 87-122, by Council on September 8, 1987 authorizing the City Manager to administratively approve change orders with limitations; and WHEREAS, in accordance with City Charter, the City Manager is the chief purchasing agent of the City. The Charter also states that City contracts must be made in compliance with State Law; and, WHEREAS, State Law has increased the level of purchasing limits and the City Council is interested in increasing the level allowed for the City Manager to administratively approve change orders with limitations; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of St. Louis Park, Minnesota to rescind Resolution 87-122 and adopt the following policy: 1. PURPOSE The purpose of this policy is to update the procedure to process change orders to construction and public improvement contracts. 2. DEFINITIONS Change Order: A written amendment to a construction or public improvement contract that is within the scope of the original contract. Supplemental Agreement: A written amendment to a construction or public improvement contract changing the scope of the original contract. 3. BACKGROUND Change orders in construction contracts are common place. The design process cannot economically provide sufficient detail to completely identify all items of construction work. There is no ‘typical’ change order amount; however, there are generally accepted percentages (as compared to the total construction contract amount). Change orders are the result of the following conditions: • Owner Requested: Work desired that was not clearly called for in the original contract documents and could result in adding to or removing from a project or contract. Meeting of August 24, 2009 (Item No. 8) Page 4 Subject: Change Order Approval – Procedure Update • Changed Condition – Foreseen Conditions: Work involving existing conditions or construction that was not clearly shown or identified in the original contract documents that directly affect construction work methods, material/labor costs or time. • Changed Condition – Unforeseen Conditions: Work that could not have been reasonably identified by the designer in the initial design phase. • Code Change: Construction codes have changed since the design was completed. • Design Deficiency – Added Value: Work that would have resulted in a higher bid price had the design detail or drawing been correct in the contract documents. • Design Deficiency – No Added Value: Work that clearly results from a design deficiency, error, or omission, but would not have resulted in an increased bid price if the contract documents were correct. 4. PROCEDURE Change orders require the following approval: • Upon verification that appropriate and prudent funding is available and/or appropriate reductions in the contract are in the best interest of the City, the City Manager or designee may approve change orders under $100,000. The City Manager may not approve change orders for a contract that cumulatively exceeds $100,000. The City Manager may not approve supplemental agreements and; • May not issue change orders which materially change the scope of the contract, including additional projects, and; • The City Manager or designee shall report time extensions to the City Council; and • City Council approval is required for all other change orders and for all supplemental agreements. Reviewed for Administration Adopted by the City Council ___________ 2009 City Manager Mayor Attest: City Clerk Meeting of August 24, 2009 (Item No. 8) Subject: Change Order Approval – Procedure Update Page 5 Meeting Date: August 24, 2009 Agenda Item #: 9 Regular Meeting Public Hearing Action Item Consent Item Resolution Ordinance Presentation Other: EDA Meeting Action Item Resolution Other: Study Session Discussion Item Written Report Other: TITLE: Semi Annual Housing Programs Report. RECOMMENDED ACTION: None at this time. This report is being provided for the Councils review. Please let staff know of any questions or comments you might have. POLICY CONSIDERATION: None at this time. BACKGROUND: The Housing Summit of 2003-05 resulted in the recommendation that staff provide policy makers a semi-annual report of housing programs and activity. Most notable for 2009 is the impact of current economic conditions on housing activity. Just over 20 large single family homes are undergoing expansions; and, five permits were issued for new single family home construction so far in 2009. No permits for any other new residential construction (condos, townhomes, apartments) were issued in the first half of the year, although the permit for the Elipse’s 132 unit apartments were issued in early July. This being said, residents have continued to invest in remodeling and general maintenance of their homes, at a level consistent with past activity. FINANCIAL OR BUDGET CONSIDERATION: Not applicable VISION CONSIDERATION: The Housing Programs meet St. Louis Park’s Vision commitment to provide a well-maintained and diverse housing stock and to incorporate and provide incentives for “green” building design. Attachments: 2009 First Half – Housing Report and Housing Matrix Prepared by: Kathy Larsen, Housing Programs Coordinator Approved by: Tom Harmening, City Manager Meeting of August 24, 2009 (Item No. 9) Page 2 Subject: Semi Annual Housing Programs Report 2009 First Half - City of St. Louis Park Housing Programs Report The purpose of this report is to apprise City policy makers of 2009 housing program activity including the Move Up in the Park” activity. The Housing Matrix has also been updated with 2009 activity. 1. MOVE UP IN THE PARK ACTIVITY SUMMARY The comprehensive package of City sponsored services and loans resulted from the Housing Summit and Vision’s focus of facilitating and promoting the expansion of existing homes as the most effective tool to achieve more family sized homes in the city. The Move Up in the Park program successfully kicked off in 2005. A synergy between the marketing of the “Move up in the Park” programs and services, with strong remodeling interest, resulted in a peak in residential additions in 2007. In 2008 the amount of loan activity for expansions began to decline while the basic remodeling loans were consistent with 2007. The impact of the volatile housing and credit market began to show in the last half of 2008 and continues into 2009. In 2009 we are seeing fewer large home expansion and major remodeling projects. The effects of the severe storm in 2008 are seen in the large number of roofing and siding permits issued in 2008 and 2009. Impact of Recession on Residential Remodeling Despite the current recession residents continue to invest in their homes. With the exception of a decrease in major expansions and hail damage repair, residents are continuing to remodel and invest in general maintenance. While the city’s move up loans and architectural design service are not being used as much as in past years, the remodeling advisor service, Home Remodeling Fair and Tour remain strong. An evaluation of this year’s use of home improvement loans and services; residential remodeling permit valuations and the numbers and types of permits issued substantiate that the general maintenance, roofing and siding activity in St. Louis Park remains strong. • Permit Types Based on the types of permits being issued this year, it becomes apparent that home addition activity has slowed dramatically while major remodels and general maintenance are on pace with previous years. 2008 stands out as a unique year of extremely high activity due to the Memorial Day hail storm. The re-roof and re-siding activity in 2009 is above that of 2005-07, and is a carry over from the 2008 hail storm. Meeting of August 24, 2009 (Item No. 9) Page 3 Subject: Semi Annual Housing Programs Report Remodeling Permit Types 2005 through 1st Half 2009 Remodeling Permit Type 2005 2006 2007 2008 1st Half 2009 Addition Residential 55 86 102 89 21 Major Remodels 45 50 50 46 21 Alteration Residential (general maintenance) 471 517 785 797 394 Reroof Only 202 216 355 4828 528 Reside Only 85 66 84 573 228 • Building Permit Activity 2005 Through 1st Half 2009 Residential permit activity measures remodeling activity that includes more than the city incented projects. The 2009 activity measured by valuations shows continued investment by residents as illustrated in the following chart, with year to date valuations on pace to exceed valuations in 2005, 06 and 07, although not reaching the unusually high activity of 2008. Permitted Residential Remodeling Improvements: 2005 through 1st Half 2009 Residential Remodeling Permit Valuation by Year $22,500,000 $12,781,301$13,900,000 $15,200,000 $68,495,908 $0 $40,000,000 $80,000,000 2005 2006 2007 2008 1st Half 2009 Year$ Amount Meeting of August 24, 2009 (Item No. 9) Page 4 Subject: Semi Annual Housing Programs Report • Home Improvement Services The use of remodeling advisor visits is above pace from 2008 while the use of the architectural design service has dramatically slowed as illustrated in the following chart. Both the Home Remodeling Fair and Tour attracted more residents than ever before – an average of 475 residents visited each of the six tour homes, and fair attendance exceeded 2,000. Move Up Services 2005-2009 68 102 62 48 12 221 157 179 130 81 0 50 100 150 200 250 2005 2006 2007 2008 2009 1st HalfNumber of VisitsArchitect Services Remodeling Advisor • Loans The following chart shows the decline in discount and move up loans the first half of 2009. This could reflect owners’ hesitancy or inability to borrow money during uncertain economic times. Residents must have incomes of $110,680 or less for 4 person household to qualify for out loans. Move Up Loans 2005-2009 7 27 27 18 6 76 88 50 55 20 0 25 50 75 100 2005 2006 2007 2008 2009 1st Half YearNumber of LoansMove up loans Discount loans Move Up Activity Loan and Service Costs 2005-2009 Generally, for every dollar the city has invested in move-up and discount loans, services and administrative costs residents have been investing five dollars. Loan activity in 2009, has been consistent with this pattern and the city has expended $162,500, which has generated $977,670 worth of private improvement. The following table shows program costs from 2005 through the first half of 2009. Meeting of August 24, 2009 (Item No. 9) Page 5 Subject: Semi Annual Housing Programs Report Table: Move Up Services and Costs 2005 through 1st Half 2009 2005 2006 2007 2008 2009 – 1st Half Service # City Cost # City Cost # City Cost # City Cost # City Cost Move Up Transformation Loan (Revolving Loan Pool) 7 $182,806 27 $591,264 27 $620,000 18 $330,937 6 $130,250 Discount Loans 76 $45,636 88 $186,205 50 $74,000 55 $114,129 20 $19,014 Architectural Design Service 68 $15,300 102 $22,950 62 $12,400 49 $11,025 12 $2,700 Remodeling Advisor 221 $28,730 157 $20,410 179 $23,270 130 $16,900 81 $10,530 MOVE UP IN THE PARK PROGRAMS & LOANS DESCRIPTIONS • Move – Up Transformation Loan The purpose of this loan is to encourage residents with incomes at or below 120% of median area income ($100,680 for a family of four) to expand their homes. The program provides deferred loans for 25% of the applicant’s home expansion project cost. Loan repayment at 0% interest is deferred until the home is sold - if the resident remains in the home for 30 years, the loan will be forgiven. This in effect establishes a revolving loan pool which will continue to fund future expansions. This loan requires significant upfront work by the residents, from deciding on the scope of the project to selecting contractors. o Only residents making significant expansions are eligible. The minimum project cost must exceed $35,000. o The maximum loan amount is $25,000. o The City has established a revolving loan pool, administered by a third party. o The loan has 0% interest with a carrying cost fee of 3% paid by the borrower. • Architectural Design Service This service provides an architectural consultation for residents to assist with brainstorming remodeling possibilities and to raise the awareness of design possibilities for expansions. Residents select an approved architect from a pool developed in conjunction with the American Institute of Architects and local architects. All homeowners considering renovations would be eligible for this service regardless of income, however to ensure committed participants, residents make a $25 co-pay. Resident surveys not only provided ideas to refine the program, but indicated a high level of satisfaction with the service. Meeting of August 24, 2009 (Item No. 9) Page 6 Subject: Semi Annual Housing Programs Report • Remodeling/Rehab Advisor The intention of this service is to help residents improve their homes (either maintenance or value added improvements) by providing technical help before and during the construction process. All homeowners are eligible for this service regardless of income. Resident surveys indicated that homeowners valued the service and would recommend it to others. The City contracts with the Center for Energy and Environment (CEE) for this service. • Discount Loan Program This program encourages residents to improve their homes by “discounting” the interest rate on the Minnesota Housing Finance Agency (MHFA) home improvement loans. The MHFA’s Community Fix-up Fund is restricted to Minnesota residents residing in cities that elect to participate in the program. Residents with incomes of $67,120 or less qualify for a greater discount than those with incomes of $96,500 or less. Eligible improvements include most home improvement projects with the exception of luxury items such as pools and spas. The City’s Housing Rehabilitation Fund is the funding source for the discount loan program, and CEE is the loan administrator. St. Louis Park implemented the discounting of MHFA loans in late 1999 as a pilot project. Successful marketing efforts have led the City to be third among all Minnesota cities to use the MHFA loans, only exceeded by Minneapolis and St. Paul. • Home Remodeling Tour The 5th annual Home Remodeling Tour of five recently remodeled homes and one new “green certified home” proved very popular with an average 475 residents visiting each of the six tour homes. The Tour’s goal is to provide residents hands-on examples of remodeling and expansion projects of typical St. Louis Park housing, to motivate and encourage residents to enlarge and enhance their homes. • Annual Home Remodeling Fair The cities and community education departments of St. Louis Park, Hopkins, Minnetonka and Golden Valley co-sponsored the 2009 Fair. The 2009 Fair had a “green theme” and over 2,500 residents from the four cities attended the one day event, with over half of the attendees living in St. Louis Park. The fair provides residents an opportunity to attend seminars, talk with vendors and city staff about permits, zoning, home improvement loans, and environmental issues related to remodeling. The fair is now a self-sustaining event where vendor registration fees more than cover the costs of the event. • Pilot Green Remodeling Program The green remodeling program helps residents remodel green by providing technical and financial assistance. We use Minnesota GreenStar®, a green building standard and certification program that promotes healthy, high performance homes. It provides standards for designing and building better homes and promotes a healthier environment. Meeting of August 24, 2009 (Item No. 9) Page 7 Subject: Semi Annual Housing Programs Report Technical Assistance. Participating residents are offered the following technical services: Green Remodeling Advisor, Green Remodeling & Sustainable Landscape Workshops and Home Performance Analysis. Five workshops have been held, twelve green remodeling advisor visits have been conducted and four home performance analyses have been conducted. Financial incentives include a city match of 50% of gas and electric utility rebates for energy efficient furnaces, water heaters and air conditioners. Reduced interest rate loans for “certified” green remodeling projects are available to homeowners of any income level. So far, no residents have used the green discount loan and twelve residents have received rebates for energy efficient furnaces, water heaters and air conditioners. The city is partnering with MN Housing, MN Pollution Control Agency, MN GreenStar and CEE on this pilot program. The program is not being used by residents as anticipated, and staffs from the partners are working to refine the pilot. • Vacant Public Land Homes have been constructed on the parcels at 4515 and 4525 West 42nd Street and a certified green home on the 2600 Natchez Ave parcel is complete. Construction will begin at 2715 Monterey Ave in 2009. The softened housing and lending markets have had an impact on building homes on the Edgebrook Drive, Louisiana Ave and Wood Lane parcels where the bidders have withdrawn their bids. 2. OTHER HOUSING PROGRAM ACTIVITY Other city housing activity is below: • Live Where You Work The Live Where You Work Homebuyer Assistance Program began in spring 2009. The goal is to promote home ownership within the City among employees of St. Louis Park businesses. The program provides homebuyer assistance to eligible employees in the form of a deferred loan that aid the employee in purchasing a home in the city. The city will provide a cash deferred loan of $2,500 to an eligible employee. An additional $1,000 would be provided to empoyees purchasing vacant lender owned foreclosed properties. Employers are invited to contribute a matching or lesser amount to the City’s contribution. The deferred loan will be forgiven after 3 years if the employee continues to work for the employer and meets other qualification requirements. The City is partnering with CEE to assist employees in applying for a deferred loan. CEE is a non-profit organization that has partnered with the City on a number of housing programs and City initiatives. The City is also partnering with five participating banks, the Associated Bank, Bremer Bank, Citizens Independent Bank, UsBank Home Mortgage and Wells Fargo to offer considerable choice in 1st mortgage options. Lenders that are approved lenders to administer Minnesota Housing Finance Agencg mortgage loans are also eligible. To date three participants have used this program and one application is in process. Meeting of August 24, 2009 (Item No. 9) Page 8 Subject: Semi Annual Housing Programs Report • Housing Improvement Area (HIA) The Wolfe Lake Association HIA (130 units) finished construction in 2009, completing $1,268,000 worth of common area improvements. Construction at the Westmoreland Hills Association HIA (72 units) of $1,026,000 improvements is scheduled for completion in August 2009. Sunset Ridge Condominium Association anticipates requesting a public hearing by the Council in early fall 2009. The HIA statute was scheduled to expire in June 2009, and has been extended by the State Legislature. . • Community Development Block Grant (CDBG) 2009 activity completed as of June 2009 includes activities that were funded with 2008 Grant Year funds. Projects included improvements to the SLP Housing Authority homes, improvements to Community Involvement Program’s properties, Wayside’s treatment facility, and the single family low-income homeowner’s emergency repair and loan programs. The city was awarded a special CDBG allocation of $100,000 in 2009 to assist with improvements at Aquila Park. The Council will be considering accepting bids for this project at the August 24th meeting, and work would begin shortly after. An additional $120,000 of CDBG stimulus funds has been allocated to Project for Pride in Living to make energy improvements at the Louisiana Court Apartments. • Housing Trust Affordable Homeownership. The Housing Trust purchased two homes so far in 2009, one of which was a vacant foreclosed home. The closing with buyers, both residents of St. Louis Park are scheduled for August and September. • Foreclosures. The city has established an active Foreclosure Work Group that continues to monitor foreclosures and address vacant house situations on a case-by-case basis. St. Louis Park has been experiencing a relatively low level of foreclosures. As in 2008, the story of 2009 is the impact associated with foreclosures/lender mediated sales is modest. We had 133 sheriff sale actions in 2008 and 31 sheriff sales through the end of June this year – that’s a good thing. It appears that most of the problem mortgages of the recent past are moving out of the market. The current activity for new mortgages is very tight as most lenders are much more conservative than in past years. Chart: Single Family Home Foreclosures by Year St. Louis Park Single Family Home Foreclosures by Year 133 31 76 87 0 50 100 150 2006 2007 2008 1st Half 2009 YearNumber of Foreclosures Meeting of August 24, 2009 (Item No. 9) Page 9 Subject: Semi Annual Housing Programs Report ST. LOUIS PARK HOUSING AUTHORITY The St. Louis Park Housing Authority activity is outlined in the tables below: Table St. Louis Park Housing Authority Assisted Housing Programs Public Housing Public Housing Total Units 1-BR 2-BR 3-BR 4-BR 5-BR Occupancy 2009 Hamilton House 108 108 99.6% Scattered Site Single Family 37 0 0 17 17 3 97.7% Louisiana Court, Metropolitan Housing Opportunity (MHOP) Units 12 12 100% Total (bedroom size) 108 12 17 17 3 Total 157 Rental Assistance Section 8 Housing Choice Vouchers (HUD Approved) Units Utilization YTD 2009 Tenant-Based 209 100% Tenant-Based Portability Units* 69 Avg./month Project-Based: 45 Wayside House 20 100% Excelsior & Grand 18 100% Vail Place 7 100% Shelter Plus Care Rental Assistance: 38 Perspectives Inc. 11 100% Community Involvement Program (CIP) – Scattered Site Homes 11 100% CIP- Clear Spring Road 8 100% Project for Pride In Living (PPL) 8 100% Total 361 Meeting of August 24, 2009 (Item No. 9) Page 10 Subject: Semi Annual Housing Programs Report Waiting Lists Assisted Housing Waiting List as of June 2009 Public Housing 1-BR 1-BR Handicap 2-BR 3-BR 3-BR Handica p 4-BR 5-BR Total 342 52 110 140 34 32 39 749 Section 8 1170 Excelsior & Grand 97 Meeting of August 24, 2009 (Item No. 9) Page 11 Subject: Semi Annual Housing Programs Report Housing Matrix: Housing Types, Numbers & Percentages 1 st Half 2009 In 2005 the Council approved housing goals that evolved from the 2003-05 Housing Summit. One of resulting strategies was to develop a matrix of existing housing types including detached/attached, owner/rental, family/senior, and affordable/market rate and goals. The matrix is to be a guide to evaluate future housing development proposals. The attached matrix is updated semi-annually and presented to the City Council, Housing Authority and Planning Commission. It shows at a glance the numbers and percentages of: housing types, tenure (owner or rental), affordable units, senior designated units and large single family homes. While the matrix provides a snapshot of housing each year, it is helpful to take a further analysis by showing changes in housing units since we began tracking in such detail, specifically the large single family homes and affordable housing. • June 2009. In the first half of 2009 five permits were issued for new single family homes and no permits were issued for condominiums, townhomes or apartments. Large Single Family Homes The chart below illustrates the number of large homes that have been added to the City’s housing stock since we began tracking data in 2005. In the first half of 2009, five new large homes have been added and 21 existing homes are being significantly expanded. The number of “teardowns” has slowed in 2009. There was one in 2005, three in both 2006 & 2007; eleven in 2008, and two in 2009. Chart. Large homes added through expansions and new construction Large Single Family Homes Added 5 4 9 13 5 57 86 102 89 21 0 20 40 60 80 100 120 2005 2006 2007 2008 2009 1st half YearNumber New Single Family Lg Homes Major Expansions Meeting of August 24, 2009 (Item No. 9) Page 12 Subject: Semi Annual Housing Programs Report The new homes and expansions noted above have resulted in an increase of large homes within the city. Since 2005, over 385 large homes have been added to the City’s housing stock: 45 of these through new construction and 341 through significant expansions. The following chart illustrates this change. Chart. Large Homes 2005 through First Half 2009 Number Large Single Family Homes 1243 914 1004 1115 1217 500 1000 1500 2005 2006 2007 2008 1st Half 2009 YearNumber Affordable Housing Units No new affordable housing units have been added to the city housing stock in 2009. Over time the number of affordable housing units is a moving target based on the following variables: • estimated market values of owner occupied homes increase, or decrease based on market; • the affordable market rate rental units are undercounted. They are based upon owners’ responses to the SLPHA’s Annual Rental Survey. Approximately 50% of the owners respond to the survey and disclose their rents, and every year different owners respond, so the data is incomplete. • The Met Council establishes annual affordable guidelines for rental and ownership based on percentages of the annual median area income and a households’ percentage of income devoted to housing. The guideline dropped from $214,800 in 2008 to $206,900 in 2009. Meeting of August 24, 2009 (Item No. 9) Page 13 Subject: Semi Annual Housing Programs Report Chart. Total Affordable Housing Units by Year Total Affordable Housing Units by Year 1066 1,068 1,068 2459 2639 1621 1,231 1,231 3806 950 3306 5547 5532 102010200 5000 10000 2003 2005 2006 2008 1st Half 2009 YearNumberSubsidized Units Rental Owner Occupied Despite the fact that the housing stock has not significantly changed over the past six years, the number of affordable units has fluctuated significantly as illustrated in the chart, especially related to owner occupied units. The dramatic downturn in the housing market beginning in 2006 resulted in a dramatic increase in the affordability of homes in St. Louis Park through 2006-08. However in 2009 there are actually 15 fewer affordable single family homes, based on 2009 affordability guideline of $206,800. The variation in the number of affordable market rate rental units over time is due primarily to the reporting techniques previously noted, where the rental owners voluntarily respond to the SLPHA’s Rental Study. The most basic of affordable housing, subsidized housing, is not subject to the same fluctuations and the number of subsidized units has not changed significantly since 2003. The only additional units of subsidized housing added to the City since 2003 have been a percentage of the senior coop units at Aquila Commons and four owner occupied homes established through the Housing Land Trust. The SLPHA owns and manages 147 of the total 1,068 subsidized units, approximately 15% of the units. In addition to the SLPHA units, the HA oversees administration of 12 MHOP public housing units at Louisiana Court. The HA manages the Section 8 voucher programs that provides vouchers to between 268 and 363 renters. Since the vouchers are rental assistance they are not considered in the unit count, yet they do provide affordable housing for low income renters. Meeting of August 24, 2009 (Item No. 9) Page 14 Subject: Semi Annual Housing Programs Report Housing Goals - City of St. Louis Park Vision St. Louis Park Based on the visioning process undertaken in 2006, Housing was one of the four Strategic Directions adopted by the City Council - “St. Louis Park is committed to providing a well- maintained and diverse housing stock”. Specific focus areas identified were: • Remodeling and expanding move-up, single-family, owner-occupied homes. • Property maintenance to foster quality housing and community aesthetics. • Working towards affordable single-family home ownership throughout the city. In addition to the housing focus, encouraging “green remodeling” is one of the focus areas of another Strategic Direction – “St. Louis Park is committed to being a leader in environmental stewardship. We will increase environmental consciousness and responsibility in all areas of city business”. Housing Summit 2003-2005 As a means to educate, revisit and consider any necessary changes to St. Louis Park’s current housing policies, strategies and goals, a series of meetings were held between the City Council, Planning Commission, Housing Authority Board, School Board, County Commissioner and a business representative regarding the status of housing in St. Louis Park. The discussions that were held at these meetings and subsequent changes made to the City’s goals, policies and strategies reflect what is best for the collective good of the entire St. Louis Park community. The meetings provided an opportunity to: • Review the status of housing in St. Louis Park (rental and owner occupied), • Examine historical, current and future housing trends in the city, and metro, state • Evaluate current and future community needs using 2000 Census data/other available info. • Examine the effectiveness of current policy/strategies in meeting the community’s needs, • Allow the Planning Commission, Housing Authority Board, School Board and Business Community to provide input to the City Council. Process All members of the City Council, Planning Commission, Housing Authority, School Board, the Hennepin County Commissioner, and a business representative attended an initial meeting to review general statistical and housing data. A Steering Committee met 6 times to examine specific housing topics and report back to the entire group at “check-in/progress” meetings. The 4 check- in/progress review meetings provided an opportunity to review findings and discuss possible policy changes/initiatives with the entire group. The public input process included conducting a Housing Survey, a Moving Survey and ten focus groups with resident groups to garner input regarding housing issues and response to drafted goals. The public input was presented at a final meeting of the entire group along with a review of the recommended changes to the City’s current housing Meeting of August 24, 2009 (Item No. 9) Page 15 Subject: Semi Annual Housing Programs Report policies and goals. The City Council considered and approved housing goals at the March 7, 2005 Council Meeting. City of St. Louis Park Housing Goals The Housing Summit resulted in a set of Housing Goals that were approved by the City Council in April 2005. The goals reflect the city’s housing policy and will serve as guides to direct officials, staff, and advisory boards now and into the future. Housing Production • Promote & facilitate a balanced and sustainable housing stock to meet diverse needs both today and in the future • The City should establish target numbers of units by housing types needed to ensure life cycle housing options, with housing types disbursed throughout the city. • The City acknowledges that there is demand for different types and sizes of housing units, but due to limitations of available space and other resources, all demands cannot be fully satisfied. At the present time, the greatest deficit and need is for the creation and maintenance of detached, owner-occupied single family housing which are large enough to accommodate families. City housing efforts and resources should primarily address this need. Housing Condition and Preservation • Ensure housing is safe and well maintained. • Preserve and enhance housing quality through proactive promotional and educational activities and housing programs related to home rehab, code, and design and safety issues. Owner / Rental Ratio • The ratio of owner/rental housing should be approximately 60% owner occupied and 40% rental. • Explore traditional and non-traditional owner occupied housing options such as, but not limited to: row houses, courtyard housing, alternative housing, cluster housing, hi-rises, 3- story homes, multi-generational housing, etc. Meeting of August 24, 2009 (Item No. 9) Page 16 Subject: Semi Annual Housing Programs Report Affordable, Workforce and Supportive Housing • Promote and facilitate a mix of housing types, prices and rents that maintains a balance of affordable housing for low and moderate income households. Future affordability goals with the Met Council should be negotiated to reflect the average percentages for other first ring suburbs in Hennepin County. Note: In 2004, the City’s negotiated goal for housing affordability with the Met Council was that 60-77% of the city’s owner occupied homes should be affordable for households with incomes at or below 80% of the area median income and that 37-41% of the city’s rental homes should be affordable for households with incomes at or below 50% of the area median income. • Mixed income units should be disbursed throughout the City and not concentrated in any one area of the City or any one development. Large Homes for Families • Promote and facilitate expansion of existing homes through remodeling which adds more bedrooms and more bathrooms, 2+ car garages and other amenities. • Promote and facilitate construction of large family-size homes with more bedrooms and more bathrooms, (e.g. minimum 3+ bedrooms and 2+ bathrooms, 2+ car garage and additional amenities such as den/fourth bedroom or porch or superior architecture) suitable for families with children. Senior Housing • Promote and facilitate more housing options for seniors. Land Use • Planning Goals: o Use infill and redevelopment opportunities to help meet housing goals. o Promote higher density housing near transit corridors & employment centers. o Encourage housing density in commercial mixed use districts. • Explore and, if appropriate promote ordinances to allow development of non-traditional housing types and increased density in single family neighborhood that is compatible with surrounding neighborhood. • Explore and promote reclassification of non-residential properties and designate for housing and other purposes. St. Louis Park Housing Types, Numbers and PercentagesHOUSING MATRIXJune 30, 2009Housing TypeUnits added 1/1/09 - 6/30/09# Units % Units # UnitsSingle Family Detached11,571 50% 33,121Duplex424 2% 048Condos and townhomes 3313 14% 02,363Apartments 7746 33% 01,231COOPs121 1% 0Total23,175 100% 3 14,349 62% 8826 38% 1,243 5% 6,763 29% 1068 5% 942 4% Data source: SLP Community Development, Multiple Residential Developments 1998-2007 and SLP Assessing. Percentages are based on the percentage of the total number of all housing units.0Large Family Homes, Affordable and Senior Housing0Large Family Home - 1,500 sq ft., 3+Bedrooms, 2+ Bath & 2+ Car Garage#1,243Senior Designated00Housing UnitsAffordable Subsidized (includes 1010 rental & 120 owner occupied units)Owner Occupied Rental0##Affordable Market Rate (includes rental & 5,603 owner occupied units)4442683687746Housing Production by Typeowner occupied (homesteaded)#975#4911,1271562945Affordable Owner Occupied Housing is defined as housing affordable to households with incomes at or below 80% MAI ($64,000 family of four), paying thirty percent of their income for housing costs. For 2009 affordable ownership value is defined at $206,800 or less - this is signficantly less than the 2009 affordable home value of $214,900. Based on the 2009 data, the number of affordable single family units decreased by 15 units. 441218361060Affordable Rental Housing is defined as housing affordable to households with incomes at or below 50% MAI ($41,950 family of four), paying thirty percent of their income for housing costs. Monthly rent of $910, or less for a 2 bedroom apartment for a family of four is considered affordable. (2009 data). The number of reported affordable rental units increased by over 600 units in 2008, due to stagnant rents. 008/20/2009Meeting of August 24, 2009 (Item No. 9) Subject: Semi Annual Housing Programs ReportPage 17