HomeMy WebLinkAboutWK - November 24, 2015C I T Y O F
NDOVE A.
1685 CROSSTOWN BOULLVAKU N.W. • ANUUVLR. MINNEsU IA 50304
FAX (763) 755 -8923 • WWW.ANDOVERMN.GOV
City Council Workshop
Tuesday, November 24, 2015
Conference Rooms A & B
1. Call to Order— 6:00 p.m.
2. Discuss Emerald Ash Borer Management /15 -28 - Engineering
3. Final 2016 Budget Development Discussion — Administration
4. October 2015 General Fund Budget Progress Reports — Administration
5. October 2015 City Investments Review - Administration
6. Other Business
Closed Session
7. City Administrator Performance Appraisal
8. Adjournment
(763) 755 -5100
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755 -5100
FAX (763) 755 -8823 • WWW.AN DOVE RM N.GOV
To:
Mayor and Council Members
CC:
Jim Dickinson, City Administrator
DO
David D. Berkowitz, Director of Public Works/City Engineer
From:
Kameron Kytonen, Natural Resources Technician
Subject:
Discuss Emerald Ash Borer ManagemenV15.28 - Engineering
Date:
November 24, 2015
■
INTRODUCTION
The Emerald Ash Borer (EAB) is a devastating insect that attacks all species of ash trees. It was found
in St. Paul in 2009, and since then has popped up in several other cities. It was most recently found in
Ham Lake in March, which was the first find in Anoka County. Since first being found near Detroit,
Michigan in 2002, this insect has killed millions of ash trees in Minnesota, Michigan, Ohio, Indiana,
Wisconsin and some Canadian provinces.
The City has an EAB Management Plan that has primarily been on standby for the last few years. Now
that EAB has been found in Ham Lake, it's necessary to plan for the eventual appearance in Andover.
DISCUSSION
The following are some points of discussion:
• The City may need to provide a marshalling yard, which could be used for storing and
processing diseased wood. Anoka County may create one for the whole county. EAB spreads
primarily thru infected firewood being transported from county to county;
• Should the City REQUIRE the removal and proper treatment of infected ash trees?
• Should the City provide financial assistance to residents for chemical treatments?
• The diseased tree ordinance will need revision to cover EAB; language on prohibiting firewood
outside the City is recommended, as there is a quarantine in Anoka County;
• The City will need to decide if chemical treatments should be used on select ash trees on public
properties; and
• An EAB budget may need to be created to cover costs of management.
ACTION REOUESTED
The City Council is requested to come ready for discussion, review the EAB Management Plan and
other documents previously provided and provide comments as needed.
gR�pe fully sub ttn K en
Natural Resources Technician
D04I17 0)
City of Andover Emerald Ash Borer Management Plan /Program
PURPOSE
The City of Andover supports a proactive approach to identifying and planning for Emerald Ash
Borer (EAB) infestations to help spread the costs over a manageable time period and limit the
detrimental effect on property value, quality of life and the environment.
APPLICABILITY
This management plan is applicable to all public and private properties within the City.
EAB COORDINATOR
The Natural Resources Technician (NRT) shall be responsible for implementing and overseeing
this program.
HISTORY OF EAB
EAB (Agrilus planipennis) is an introduced pest that has been confirmed in fourteen (14) states,
including Minnesota, and two (2) Canadian provinces. It was first discovered near Detroit,
Michigan in July 2002. Since its initial finding, millions of ash trees have died and it's cost
states, municipalities, nurseries, forest industries and property owners millions of dollars.
EAB attacks all species of ash trees (Fraxinus spp.) found in Minnesota, which include green ash
(Fraxinus pennsylvanica), black ash (Fraximrs nigra) and white ash (Fraxinus americana).
Minnesota is home to more than 900 million ash trees statewide. Mountain ash are not of the
Fraxinus genus, so are unaffected by EAB.
By the end of 2010, EAB has had been confirmed in three (3) Minnesota counties: Hennepin,
Ramsey and Houston. As of July 2015, it's also been found in Anoka County, as it was found in
Hain Lake in March of 2015. It is uncertain when EAB will move beyond the known infestation
sites and impact Andover.
While the adult beetles feed on ash leaves and do little damage, the larvae feed on the inner bark
of trees, disrupting its ability to transport water and nutrients up to the canopy. As the number of
larvae in a tree increases, less water and nutrients reach the canopy, resulting in dieback in the
canopy. Initial attacks tend to be in the upper portions of the canopy. By the time visible
symptoms are obvious, the population of EAB has grown and likely spread to other ash trees in
the area.
RECOGNITION OF EAB
Signs /symptoms of EAB that can help detect an infestation include:
• Increased woodpecker activity /damage
• Bark splitting (vertical slits)
• Canopy dieback
•
U-shaped exit holes created by adult insects as they emerge from the tree
• Epicormic branching/shoots near base of tree
• Serpentine (s- shaped) larval galleries that are packed with frass
0
EDUCATION
The City will continue to educate residents and elected officials concerning EAB using
newsletter articles, segments on QCTV, the website and public and group presentations.
TRAINING
The NRT will stay informed about EAB outbreaks and research, including outcomes of the pilot
programs with wasps. City staff will be trained by the NRT to aid in City planning, responsible
tree removal and disposal and coordination of City response.
INVENTORY
A local ash tree inventory will allow the City to determine what is at stake, help determine which
areas should rank as priority management areas and help with overall planning efforts.
Currently, the NRT has begun recording GPS locations of ash trees while in the field. Data
collected includes number, size, condition and management recommendations.
Conducting a broader sample survey or complete inventory provides these benefits:
• Provide the percentage of public and private trees that consist of ash species
• Help plan for budget impacts for removal and replacement of trees
• Locate priority areas for tree management plans
• To forecast potential impacts of infected trees on private property
• Estimate volume of wood potentially requiring disposal
• Identify homeowner associations that may benefit from education and planning
DETECTION AND MONITORING
Staff will continue to inspect public and private properties, both on request and during routine
inspections. Suspect trees will be carefully analyzed. Sampling mechanisms to be used will be
consistent with Minnesota Department of Agriculture (MDA) guidelines and will include but not
be limited to visually looking at all parts of the tree, branch removal and bark shaving with a
drawknife. Staff from the MDA will be contacted if EAB is suspected or confirmed in a tree. If
staff detects an early infection which is limited to a few trees, the City may encourage tree
removal to slow the rate of spread.
As in the past, the City will volunteer to allow MDA to set up purple traps in trees on public and
private properties (with permission), to determine a presence of beetles in the City. The traps use
a sticky substance to trap the beetles.
ORDINANCE REVISION
The City will revise its diseased tree ordinance to include EAB as a threat to the urban and
community forest. The ordinance amendment will specify requirements for proper management
of EAB infested trees.
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ASH TREE REMOVAL
v
Public trees (as authorized by the EAB Coordinator):
• Any boulevard tree found to be positively infected with EAB will be removed
• Any park tree in a landscape setting infected with EAB will be removed
• Trees in wooded areas in a park that are positively infected with EAB and deemed
a safety hazard will be removed. All other cases will be looked at on a case by
case basis
• Any stressed tree may be removed
• Any tree may be removed, if determined appropriate; reasons may include under
power line, safety hazard, near infection center, etc.
Private trees:
o EAB Coordinator will advise property owners of available options. Details on
removal requirements will be specified in approved diseased tree ordinance.
TREE DISPOSAL AND UTILIZATION
Approved options for proper disposal of wood positively infected with EAB:
• Transporting the wood to an approved disposal site
• Chipping the wood to dimensions no greater than 1" x l" x 1"
• Burning
• De- barking (removing all bark and at least 0.5" of outer wood)
• Treatment (including heat treating, kiln drying, fumigating, seasoning or another method
approved by the MDA)
The NRT will continue to seek creative, cost effective ways to utilize ash trees. Examples may
include finding a small scale logger who has a special market for ash or a property owner with a
sawmill who makes unique products out of ash.
PLANTING
Ash will no longer be planted on public properties or recommended to be planted on private
properties. Ash trees have been removed from the "City of Andover Tree Planting
Recommendations" handout.
Staff will encourage planting other species. Native species found from common seed sources are
highly recommended. The City will also plant a variety of species, as diverse plantings reduce
impacts of insect or disease outbreaks.
CHEMICAL TREATMENTS
Currently, there are no cost - effective treatments for widespread city consideration.
The EAB Coordinator will provide consultation and information to help property owners devise
treatment plans, as requested. Information will include the handout "Homeowner Guide to
Insecticide Selection, Use and Environmental Protection." Staff will advocate for responsible
application of chemicals 4v4 can 4�4o�bv- a- non -4 e +vw4t .e+. For chemicals that require
professional application, only Certified Pesticide Applicators shall be recommended.
V
BUDGET
The City Forestry Fund will include a new category called "EAB Fund" and wall may fund this
plan beginning in 20+P 2016 with a $5,000 allotment. Each year, an additional $5,000 may be
added.
The NRT will continue to seek grant opportunities to fund this plan.
PARTNERSHIPS /CURRENT ACTIVITIES
The City will continue to work with the MDA, DNR, Minnesota Shade Tree Advisory
Committee (MnSTAC) and neighboring communities.
The NRT as was a board member of MnSTAC and as eerreni chairman of the Forest Health
Committee in 201 I, isue• hostin hosted a discussion on EAB for communities around
the state.
The City held a meeting with neighboring communities in August 2009, and plans to hold more
meetings in the future. Included local units of government include the Cities of Blaine, Coon
Rapids, Ham Lake, Ramsey and Anoka County Parks. Regular meetings will allow for idea and
resource sharing and a regional EAB program that is consistent and cost effective.
SUMMARY
EAB poses a serious threat to Andover's urban and community forest. The City will implement
this EAB Management Plan/Program to the extent feasible. This management plan is dynamic
and subject to revision(s) as new information about EAB becomes available and/or as new
treatment options are identified. Furthermore, this plan is also subject to revision should state
and /or federal policies necessitate plan updates.
2014 2015/2016 TASKS /GOALS
• Present plan to and train City staff about EAB
DO- ".�.op and p'rtm p'- 'A R .....,,, er
• Meet with neighboring communities (Ramsey, Ham Lake, Blaine, Coon Rapids and
Anoka County Parks)
• Continue inventory
• Remove stressed ash trees in boulevards and parks
• Prepare education materials on EAB for public events, newsletter & website
• Have booth and /or presentation at Home Show
• Establish Budget to be included in the City 20tl 2016 Annual Budget
CONTACTS
EAB Coordinator: Kameron Kytonen, Natural Resources Technician: 763 - 767 -5137
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MDA Arrest the Pest Hotline: 651- 201 -6684
EAB Lessons Learned in Michigan and Ohio
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The Wisconsin DNR urban Forestry staff and two supervisors recently spent two days visiting conrmmritics is
southern Michigan and nonhcnr Ohio to Team firsthand hose communities are responding to emerald ash borer
infstation.
Michigan DNR and Ohio DNR and Extension staffananged for the group to meet with representatives ofeight
mmmanitics, each employing an assortment of managemem options to address 9aggering tree mortality and critical
wood utilization issues.
Set cral recurrent themes emerged as communities shared lessons they have learned.
Define robs. Many players are involved when EAU conies to town. It is critical to agree on specific roles for
kderal, stale mid local government staff-and for business, nonprofits, volunteers, etc., in ensure all resources me
engaged and to avoid overlap, miscommunication or turf battles. Ordinances or policies defining authority and
responsibility should be in place before FAD hits.
Start planning early. Unfortunately must communities, even in Michigan and Ohio, are in denial until an
infestation hits locally. When EAB is finally detected, populations often surge and management shifts quickly into
crisis mode. Tree ran,,, is become a major workload, quickly overcoming resources and stiff capabilities. Planning
before this happens is critical.
Seeing is believing. Support I'mm elected of bcials lot this early planning is essential, but eery tough to gel. The
more you enulge decvd onioals throuJr prescnmtions, site suits and bus trips the more succev fort you'll be.
Inven(uries, even ifj car of the ash population, are critical to carp planning dTrrls turd forecasting budgets for
Ixbor, aptipnmm. staff training and restoration. This scar unt%emally stressed by every community ,c talked to.
Visual surveys should start at the tops of trees. While tree girdling is currently the best method available for
systematic detection s'urvey's, an infstation may still go undetected Ohio and Michigan communities are finding
infestations first in the tops of mid -si,td trees before any symptoms are visible from the _round. So, in addition to
the state's detection sun evs. to assure that we find FAR early, it is important forarborisrs to be looking for the
characteristic D- shaped hole and other signs of EAU during their muting treetop work in ash.
Wood disposal must be addressed. Additional planning is needed for wood utilization. Pmlit is unlikely. but
utilization can minimize disposal issues and eliminate or offset disposal costs.
Funding will be needed, period. Communities will need to find funds to cover the huge expense of equipment,
renuwals, disposal and replanting. One community set rap a trust fund for donations. Another deferred the purchase
of a S million fire engine for five years to pay for the cost ofmmocing ash. EAB will he a public safety issue that
trumps even fire protection! The loss of tree canopy will also increase other expenses. Om community found that
their wai r hills spiked upward 33% due to increased wutenng ofpreviuusly shaded Items and gardens now baking
in the sun. Smut water runo Band electricity use for air conditioning could also increase.
Waiting and doing nothing will he more es pensive. It costs two of three times more to remove a completely dead
ash tree versus a dcelinine but lice tree. Waiting until EAB hits before you make it plan to remove, dispose of and
replant your ash will leave you slits no contractors available, no markets for vour waste wood and no pees to buy
and plant Communities that pimmal ahead have finds m replant. Those that waited to react do not.
The group also visited a Michigan community that is treating public ash trees with systemic insecticides and a
cooperativeash research study conducted by The Ohio Slate Unicers'ity and the City of Toledo, located on a city
boulevard. Revdii of f o,,v studies and firrthcr conclusions dons ii from our trip will be shared in thu re issues.
To gel your community started planning for LAB, viol our LAB Tuolkit Web site at
huh -! r , n 9orat - uhc -aK or contnu tour regional urban tiomsin anrrtlin;nor tsce page 161 To stay current
on IAD,.subscribe to (lie ifuourmo C, bon Fmeany'Linder e- newsleueruI hfp drawl >>s lures(,} - (,f or yisit the
Wisconsin F.A13 Web portal at i1gr cmrull hbo ix.....eo,_
EAB Lessons Learned in Michigan and Ohio
Section 2AD1
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I
CHAPTER
SHADE TREES
SECTION:
4 -3 -1:
Declaration Of Policy
4 -3 -2:
Natural Resources Technician (NRT)
4 -3 -3:
Tree Commission (Rep. By Ord. 305, 2 -24 -2005)
4 -3 -4:
Tree Contractors
4 -3 -5:
Epidemic Disease Program
4-3 -6:
Nuisances Declared
4 -3 -7:
Nuisances Prohibited
4 -3 -8:
Inspections And Investigations
4 -3 -9:
Abatement By City Of Epidemic Tree Disease Nuisances
4 -3 -10:
Procedure For Abatement Of Infected Trees And Wood
4 -3 -11:
Spraying Trees
4 -3 -12:
Transporting Epidemic Diseased Wood
4 -3 -13:
Requirements For Developers
4 -3 -14:
Violation; Penalty
4 -3 -1: DECLARATION OF POLICY: The City Council has determined
that the health of elm, oak, ash and pine trees within the city is threatened by
fatal diseases known as Dutch elm disease, oak wilt, emerald ash borer and pine
bark beetle. It has further determined that the loss of elm, oak, ash, pine and
other species of trees growing upon public and private property would
substantially depreciate the value of property within the city, and impair the
safety, good order, general welfare and convenience of the public. It is declared
to be the intention of the City Council to preserve shade trees as well as to
control and prevent the spread of these diseases and other epidemic diseases of
shade trees by enacting this chapter in conjunction with the Tree Preservation
Policy, Diseased Tree Removal /Sanitation Enforcement Policy and Emerald Ash
Borer Management Plan /Program . (Ord. 305, 2 -24 -2005)
4 -3 -2: NATURAL RESOURCES TECHNICIAN (NRT):
A. Positions Created: The position of Natural Resources Technician is
hereby created within the city. The NRT must be a Certified Tree
Inspector (CTI) as determined by the Minnesota Gommissiener
Department of Agriculture and /or Minnesota Department of Natural
Resources.
B. Duties: It is the duty of the NRT to coordinate, under the direction and
control of the Council, all activities of the city relating to the control and
prevention of Dutch elm disease, and oak wilt, emerald ash borer, the
spread -efthe pine bark beetle and other epidemic diseases of shade
trees. The NRT will be responsible for establishing and prioritizing control
areas, promulgate rules, regulations, standards and specifications to be
approved by the City Council, and advise the City Council of appropriate
actions.
C. Interference Prohibited: It is unlawful for any person to prevent, delay or
interfere with the NRT or their designee while engaged in the
performance of the duties imposed by this chapter. (Ord. 305, 2 -24-
2005)
4 -3 -3: TREE COMMISSION: (Rep. by Ord. 305, 2 -24 -2005)
4 -3 -4: TREE CONTRACTORS:
A. License Required: It shall be unlawful for any individual, partnership or
corporation to conduct, as a business for profit, the cutting, trimming,
pruning, removing, spraying or otherwise treating of trees, shrubs or
vines in the city without first having secured a license from the city to
conduct such business.
B. Application For License: Application for a license under this chapter
shall be made at the office of the City Clerk. The application for a
license shall be made on a form approved by the city which shows,
among other things, the name and address of the applicant, the
number and names of the employees of the applicant, the number of
vehicles of the applicant, together with a description and license
number of each, and the type of equipment proposed to be used.
C. Insurance Requirements: No license or renewal of a license shall be
granted, nor shall the same be effective, until the applicant has filed with
the City Clerk a certificate of insurance evidencing the holding of liability
insurance and the limits required by Minnesota Statutes and proof of
workers' compensation insurance. The city shall be named and the
insurance provided shall include the city as an additional party insured.
Said policy shall provide that it may not be canceled by the insurer except
after ten (10) days' written notice to the city, and if such insurance is so
canceled and licensee shall fail to replace the same with another policy
conforming to the provisions of this chapter, said license shall be
automatically suspended until such insurance shall have been replaced.
,,; ,, /I D
D. License Fees. Fees shall be in such amounts as set forth by this code'.
E. Chemical Treatment Requirements: Applicants who propose to use
chemical substances in any activity related to treatment or disease
control of trees, shrubs or vines shall file with the City Clerk proof that the
applicant or an employee of the applicant administering such treatment
has been certified by the Agronomy Division of the Minnesota
Department of Agriculture as a commercial pesticide applicator for
category "E: Turf and Ornamentals' if the chemical and /or type of
application warrants it. Such certification shall include knowledge of tree
disease chemical treatment. (Ord. 305, 2 -24 -2005)
' See section 1 -7 -3 of this code.
4 -3 -5: EPIDEMIC DISEASE PROGRAM: It is the intention of the Council
to conduct a program of plant pest control pursuant to the authority granted by
Minnesota Statutes Chapter 18G, as amended, directed at the control and
elimination of Dutch elm disease, oak wilt disease, emerald ash borer aa9 pine
bark beetle and elimination n other tree diseases, and is undertaken at the
recommendation of the Minnesota Commissioner Department of Agriculture
and /or Minnesota Department of Natural Resources. (Ord. 305, 2 -24 -2005)
4 -3 -6: NUISANCES DECLARED: The following are public nuisances:
A. Any elm tree or part thereof infected to any degree with either of two (2)
species of Dutch elm disease fungi, Ophiostoma ulmi and Ophiostoma
novo -ulmi, or which harbors any of the elm bark beetles, Scolytus
multistriatus or Hylurgopinus rufipes.
B. Any dead elm tree or part thereof, including logs, branches, stumps,
firewood or other elm material not property covered and sealed from
which the bark has not been removed or sprayed with an effective elm
bark beetle insecticide; except, that the stockpiling of uncovered bark
bearing elm wood shall be permitted during the period from September
15 to April 1 of any year.
C. Any northern red oak (Quercus rubra), northern pin oak (Quercus
ellipsoidalis), black oak (Quercus velutina) and scarlet oak (Quercus
coccinea), or part thereof, infected to any degree with the oak wilt
disease, Ceratocystis fagacearum.
D. Any living OF StandIR white oak (Quercus alba), bur oak (Quercus
macrocarpa) and swamp white oak (Quercus bicolor), that poses a threat
of transmission of the oak wilt disease to other trees of the same species
through interconnected root systems.
E. Any diseased material of the red oak group that is potentially spore
producing (PSP).
F. Any ash tree (Fraxinus spp.) or part thereof, infected to any degree with
emerald ash borer, Agrilus planipennis.
G. Any standing pine tree infected with the pine bark beetles, Ips
pini, Ips perroti or Ips grandicollis.
H. Any standing dead pine tree that has been dead under one and one -half
(1 1/2) years.
Any exposed pine tree slash or logs cut from live trees or from trees
that have been dead under one and one -half (1 1/2) years. (Ord. 305,
2 -24 -2005)
J. Any other species of tree that is contagious for spreading a significant
insect or disease problem as determined by the NRT or designee.
4 -3 -7: NUISANCES PROHIBITED: It is unlawful for any person to permit
the spread of a public nuisance as defined in this chapter across his or her
property lines and in any specified control areas as established by the city. Such
nuisances shall be abated in the manner prescribed in Section 4 -3.10 of this
chapter. (Ord. 305, 2 -24 -2005)
4 -3 -8: INSPECTIONS AND INVESTIGATIONS:
A. Annual Inspections and Investigations Required:
1. The NRT shall inspect all premises and places within the city as often
as practicable to determine whether any condition described in Section 4-
3-6 of this chapter exists thereon.
2. The NRT shall investigate all reported incidents of infestation of Dutch
elm disease, oak wilt, emerald ash borer, pine bark beetle, or other
diseases of shade trees as necessary to determine whether any condition
described in section 4 -3 -6 of this chapter exists.
B. Entry Powers: The NRT or their designee may enter upon private
premises at any reasonable time for the purpose of carrying out any of
the duties assigned to them under this chapter.
C. Diagnoses:
1. The NRT shall make the initial identification of an infected area
whenever possible.
2. The NRT may send appropriate specimens or samples to the
Minnesota Commissioner Department of Agriculture, University of
Minnesota or any state certified testing lab for analysis.
3. A property owner or contractor who becomes aware of any condition
described in Section 4 -3 -6 of this chapter shall notify the NRT within seven
(7) days. (Ord. 305, 2-24-2005)
4 -3 -9: ABATEMENT BY CITY OF EPIDEMIC TREE DISEASE
NUISANCES:
01,
J 11 r
A. No person shall allow, permit the spread of, or fail to abate a public
nuisance as defined in this chapter. Such nuisances shall be abated in
the manner prescribed in this chapter.
B. The NRT shall enforce the treatment of nuisances by requiring the
performance of one or more of the following tasks in order to destroy and
prevent the spread of epidemic diseases of shade trees, including, but not
limited to, Dutch elm disease, oak wilt disease, emerald ash borer or pine
bark beetle. Such abatement procedures shall be carried out in
accordance with current technical and expert opinions and plans as may
be designated by the Minnesota Commissiener Department of Agriculture,
Department of Natural Resources or the University of Minnesota.
Abatement procedures are as follows:
1. Root graft barrier installation (vibratory plowing or trenching) at least
forty eight inches (48 ") deep in the soil to isolate the diseased trees;
2. Removal of trees;
3. Stump grinding;
4. Buming, chipping, debarking or properly covering and sealing the
potentially hazardous wood and /or stumps;
5. Fungicide injections into healthy and /or infected oaks, ash or elms with
the appropriate chemical to avoid or minimize the effects of oak wilt,
emerald ash borer or Dutch elm disease;
6. Spraying the infected trees and /or all nearby high value trees with an
effective disease destroying concentrate.
7. Other treatment methods as approved by the NRT. (Ord. 305, 2 -24-
2005)
4 -3 -10: PROCEDURE FOR ABATEMENT OF INFECTED TREES AND
WOOD:
A. Nuisance Declared; Notice; Appeal: Upon the determination of conditions
constituting a nuisance as described in Section 4 -3 -6 of this chapter
located on property within the City of Andover, excluding city property, the
NRT shall declare the existence of a public nuisance and order abatement
thereof. The process used is outlined in the Diseased Tree
Removal /Sanitation Enforcement Policy. The NRT shall send written
notification to the owner of the nuisance declaration and the necessary
abatement procedures. A property owner who disagrees with the
determination of the NRT may appeal the determination to the City
the determination by the NRT. The City Council shall consider the appeal
at the next scheduled regular City Council meeting. The City Council
shall affirm, reverse or modify the determination.
B. Failure To Abate; Contract For Abatement; Costs: Should a property
owner fail to abate the nuisance, or be unwilling or unable to abate the
nuisance, as prescribed by the NRT, the NRT or their designee shall then
proceed to contract for the prescribed abatement procedure as soon as
possible and shall report to the City Clerk all charges resulting from the
abatement procedures carried out on such private property. The City Clerk
shall list all such charges along with a city administrative cost against each
separate lot or parcel by September 1 of each year as special
assessments to be collected commencing with the following year's taxes.
Administrative costs as set by City Council ordinance shall be assessed
for each parcel and shall be added to each assessment. All assessments
levied for the repayment of tree disease abatement cost may be repaid
over a five (5) year period. Such assessments shall be levied under
authority granted by Minnesota Statutes Section 429.101.
C. Imminent Danger Of Infestation: If the NRT finds that danger of
infestation of epidemic diseases in shade trees is imminent, the NRT
shall notify the abutting property owners by mail that the nuisance shall
be abated within a specified time. (Ord. 305, 2 -24 -2005)
4 -3 -11: SPRAYING TREES:
Whenever the NRT determines that any tree or wood within the city is infected
with disease, the NRT may require spraying of all nearby high value trees, as
determined by the NRT, with an effective disease destroying concentrate.
Spraying activities authorized by this section shall be conducted in accordance
with technical and expert opinions and plans of the University of Minnesota or the
Minnesota >;•emreissiener Department of Agriculture and under the supervision of
the University of Minnesota or the Minnesota Gommissieaer Department of
Agriculture, or agents thereof, whenever possible. (Ord. 305, 2 -24 -2005)
4 -3 -12: TRANSPORTING EPIDEMIC DISEASED WOOD: It is unlawful for
any person to transport within the city any diseased wood that is determined to
be hazardous, as described in, but not limited to, Section 4 -3 -6 of this chapter,
without taking the appropriate precautions. All county, state and federal
quarantines shall be respected, and regulated articles may not be brought into or
out of the City without an approved compliance agreement with the City and /or
the Minnesota Department of Agriculture. (Ord. 305, 2 -24 -2005)
4 -3 -13: REQUIREMENTS FOR DEVELOPERS:
A. Protection Of Trees: A tree protection plan is to be submitted by all
developers, builders and soil disturbance project area facilitators in
accordance with the city Tree Preservation Policy.
B. Required Tree Plantings:
1. Tree Planting Required; Specifications: For lots of record created after
the adoption of this chapter, it shall be the responsibility of the developer of
said lot to plant a minimum of two (2) live trees or one tree per fifty feet
(50) of lot width at the boulevard in the front yard, whichever is greater, up
to a maximum of four (4) required trees. Said trees shall be at least one
and three - fourths inches (13/4") in diameter and six feet (6) In height as
measured at ground level after the trees are planted. Said tree shall be
planted between the months of April and October, and its species and /or
type shall be on the list approved by the city.
2. Cash Escrow Or Letter Of Credit: The developer is required to escrow an
amount based on that provided in Section 1 -7 -3 of this code for the cost of
tree installation with a cash escrow or irrevocable letter of credit.
Landscaping improvements may not be deemed complete until the city has
verified survivability of all required plantings through one "winter season ",
which is defined for the purpose of this chapter as the period October 31
through May 31.
3. Exemptions: The requirements in this subsection shall not apply to a
developer if the minimum number of trees prescribed by this subsection are
preserved in the front yard of the property and the trees meet the
requirements listed above. (Ord. 305, 2 -24 -2005)
4 -3-14: VIOLATION; PENALTY: Any person, firm or corporation who
violates any section of this chapter shall be guilty of a misdemeanor and, upon
conviction thereof, shall be subject to a misdemeanor penalty as then defined by
Minnesota law. Additionally, the city may exercise any civil remedy available
under Minnesota law for the enforcement of this code including civil action,
mandamus, injunctive relief, declaratory action, or the levying of assessments.
(Ord. 305, 2 -24- 2005).
0N 4E� -' i5
c) T r o r•
NDOVE
1685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304. (763) 755 -5100
FAX (763) 755 -8923. WWW.CI.ANDOVER.MN.US
City of Andover
Diseased Tree Removal/Sanitation Enforcement Policy
Summer 2007
Revised Fall 2015
l�
Table of Contents
Page
Section I.
General Policy Statement
3
Section II.
Diseased Tree Enforcement Process
4
Section 111.
Hiring City Contractor
67
Section IV.
Abatement and Assessment Process
-78
ltd'
Diseased Tree Removal/Sanitation Enforcement Policy
Section 1. General Policy Statement
The City of Andover is home to many specimen trees and woodlands of valuable trees
including but not limited to oak, maple, ash and pine. Each year, the future of these
resources is under increased pressure due to factors including development and insect and
disease problems.
The City considers diseased trees to be public nuisances. This policy outlines the
strategies that will be used to ensure that diseased trees will be properly treated. This will
help save more trees in the community and offset the effects of all insect and disease
problems in our urban and community forests.
Currently, oak wilt and Dutch elm disease are two diseases that have wreaked havoc on
each species of trees respectively. Each year, hundreds of trees die from these aggressive
diseases. Because of the nature of how the diseases spread, proper sanitation of the
diseased trees is an important step in preventing further spread to healthy trees. In
general terms, sanitation refers to removing and properly treating the wood of the trees,
which can be done in one or more of many different ways.
Other insect and disease problems, such as the emerald ash borer (EAB), offer additional
long -term concerns. This particular insect kills all species of ash trees and has killed
millions of ash trees in the Detroit area; it has now been found in several counties in
Minnesota including Anoka County. is tlifeatening to move into Wiseensin and
Minnesota. Because of the large populations of ash in Minnesota and the difficulty in
controlling this insect, its ax-ival continued spread in this state could be devastating.
Due to these ever - growing concerns, it is critical that local units of government insert
policies and work with property owners to increase awareness of these current and
potential threats. It is equally important that local units of government take a proactive
approach to ensure that diseased trees are properly treated by established deadlines.
Finally, this document is dynamic and is subject to modifications and edits at the
discretion of the Natural Resources Technician or designee. Significant changes, as
determined at the discretion of the Natural Resources Technician or designee, will be
brought to the City Council for formal approval.
c)
Diseased Tree Removal /Sanitation Enforcement Policy
Section 11. Diseased Tree Enforcement Process
Overview:
The following outlines the general process of how the Natural Resources Technician
(NRT) or designee will handle typical situations as a result of a suspected or positive
diagnosis of diseased trees on private properties in the City of Andover. These practices
are governed by Minnesota Statutes I8G.13. The specific actions taken are based on tree
diseases that are considered through Andover City Code and State Law to be public
nuisances.
How Property Inspections of Diseased Trees are Initiated:
There are generally three different scenarios that trigger an initial property inspection.
They are:
I. A property owner (PO) requests the City to perform an inspection on their
own property;
2. A complaint is made from another source that requests the City to perform
an inspection on a given property; and
3. Diseased tree(s) noticed in the field by the City.
General Enforcement Process:
A general process shall be followed based on how the first inspection was initiated.
Under each scenario that triggers the first inspection, a series of steps to be taken by the
City will be listed.
PO Requests Inspection on Their Property:
a. NRT or designee shall visit site, evaluate property and mark tree(s); will
consult with PO and explain findings;
b. NRT or designee shall send Declaration of Nuisance (see "attachment 1 ")
to PO; and
c. Compliance check done by NRT or designee.
i. If found to be in compliance: no further action taken at this time
ii. If found to be out of compliance: refer to Section IV.
2. An Inspection on a Given Property Stemming From Complaint:
a. NRT or designee shall visit site from the street but will not enter property
and evaluate property fir will leave notice (see "attachment 2") or send
initial letter (see "attachment 3 ") to PO if nuisance(s) detected suspected;
i. Call back (from PO):
1. NRT or designee will consult with PO and explain findings
ask for penniss'ion to enter propefty; if granted, will
evaluate property, mark tree(s) and explain findings;
2. NRT or designee shall send Declaration of Nuisance to PO;
and
3. Compliance check done by NRT or designee
a. If found to be in compliance: no further action
taken at this time
b. If found to be out of compliance: refer to Section
IV.
ii. No call back (from PO):
1. NRT or designee shall send second letter (see "attachment
4 ") and Deekmt6en ef?iaisanee to PO ; an
a. Call back (from PO):
I. NRT or designee will consult with PO and
ask for permission to enter property; if
granted, will evaluate property, mark
tree(s) and explain findings;
2. NRT or designee shall send Declaration of
Nuisance to PO; and
3. Compliance check done by NRT or
designee
1. If found to be in compliance: no
further action taken at this time
2. If found to be out of compliance:
refer to Section IV.
b. No call back (from PO):
1. NRT or designee shall send third letter
(see "attachment 5) and Declaration of
Nuisance to PO;
2. Whether the property owner calls back or
not, the NRT or designee will contact an
Anoka County Sheriff Deputy, evaluate
property, mark tree(s) and explain findings
(if applicable); and
3. Compliance check done by NRT or
designee
I. If found to be in compliance: no
further action taken at this time
2. If found to be out of compliance:
refer to Section IV.
3. Diseased Trees Noticed in Field by the City:
a. NRT or designee shall follow all the same steps as scenario 42 above.
Additional details:
rr
• "In compliance" refers to property owners who remove the
tree(s) and take all of the measures listed in "attachment 6 7;"
• NRT or designee may mark diseased trees with tree marking
paint, ribbons, etc. and /or map them at any time;
• NRT or designee shall promptly notify potentially affected,
adjacent property owners of disease existence in area (see
"attachment 5 6 ");
• NRT or designee will provide adequate literature or indicate
where this literature can be found online including, but not
limited to, information on the disease(s) present, a list of licensed
Andover tree care companies and a handout on proper disposal
and treatment of diseased wood (see attachment 6 7);
• NRT or designee will may send a reminder letter no later than
January 15 to property owners who have diseased trees that are
considered public nuisances, which will indicate intentions to
inspect (perform compliance check);
• If NRT or designee encounters property where there are no
trespassing signs and/or there is resistance from a property
owner, the accompaniment of a sheriff will be requested prior to
inspection;
• Standard compliance checks will begin no earlier than February
I of each year and will go until all recorded properties have been
addressed;
• Special compliance checks will begin no earlier than the date on
the Declaration of Nuisance for that particular property.
(i
Diseased Tree Removal /Sanitation Enforcement Policy
Section III. Hiring City Contractor
Option A
Each year, the City shall may hire one contractor to perform removals and/or treatments
of trees considered by the City to be public nuisances. This contractor will be utilized by
the City when property owners have failed to meet the deadline set forth in the
Declaration of Nuisance. Additional details on this are as follows:
I. The City will set up a bid opening, inviting all Andover licensed tree care
companies to submit sealed bids on removal and proper treatment of diseased
trees;
2. Interested contractors will provide bids on tree removal and treatment
requirements as specified by the NRT or designee including but not limited to the
following:
a. Cutting down the tree and leaving the stump no higher than 2 inches above
the finished grade;
b. Hauling away and properly treating all of the wood and brush
3. The City will formulate a formal contract with the hired contractor, which will
outline all of the pertinent details describing expectations, responsibilities,
timeframes, penalties, etc.; and
4. The length of the contract will be for one year starting the date of the agreement.
There may be situations that have special circumstances. A situation involving a property
containing a large volume of diseased trees may be encountered. This may occur on land
of a large property owner, such as a farmer.
In these instances, the NRT or designee will decide whether or not it's feasible to use the
City contractor for the work. These cases may render the need to hire a logger or land -
clearing company to perform the work.
If this situation occurs, the NRT or designee will have the right to get at least two bids
from contractors of this sort and hire it out.
If the bid from a contractor exceeds l0% of the land value or a maximum of $5,000, the
nuisance abatement will be subject to City Council approval.
7
Option B
The City may also operate on a case -by case basis, where three or more contractors are
asked to give bids for each situation where a property owner has failed to meet the
deadline set forth. In this case, the lowest bid will be accepted. There will be no formal
contract set up, but the hired contractor for each job will be held to the same treatment
requirements criteria.
Diseased Tree Removal /Sanitation Enforcement Policy
Section IV. Abatement and Assessment Process
For those property owners who fail to abate the public nuisance(s) noted on their
property, the City will abate the public nuisance(s) and assess the property as follows:
1. The NRT or designee will quantify the number and sum up the total diameter of
all of the trees to be condemned (Option A only);
2. The City contractor will be notified to review the property and will submit a
proposal to the City within the timeframe established under the contract;
3. The NRT or designee will provide written authorization to the City contractor (or
lowest bidding contractor if working under Option B) to perform the work;
4. Upon completion, the NRT or designee will evaluate the property to ensure
conformance to standards and pay the contractor for services provided; and
5. The NRT or designee will send a letter to the property owner summarizing the
charges to be paid, and shall report the same to the City Clerk.
6. If the property owner fails to pay the City within the designated time period, the
City Clerk shall list all such charges, along with a City administrative cost,
against each separate lot or parcel by September I' of each year as special
assessments under Minnesota Statutes Section 429.101, and other pertinent
statutes. These special assessments are to be collected commencing with the
following year's taxes, unless provided for otherwise by consent and action of the
City Council. All assessments levied for the repayment of tree disease abatement
costs shall be pursuant to Minnesota Statutes Section 429.101, Subd. 2.
(Attachment t)
STATE OF MINNESOTA
CITY OF ANDOVER
Declaration of Nuisance - Notice to Abate
City Code 43
THIS DECLARATION OF NUISANCE AND NOTICE TO ABATE Is hereby made this_
day of 20_, pursuant to Andover City Code 4 -3.
You are hereby notified that the City of Andover has determined the existence of
(nuisance) at property located at
(address). According to records on file with the
City, you are the property owner. You are hereby ordered to abate the nuisance by
undertaking the following corrective action:
Removina the marked tree(s) and leavina the stumpfs) no higher than two inches
above the surrounding grade and Properly treatina the wood in accordance with
the directions set forth in the attached "Proper Disposal/Treatment of Diseased
Wood "form.
This abatement action must be completed by . 20_
and in conformance through a compliance check by the Natural Resources Technician
or designee. Be advised that any contractors used in the City of Andover must be
licensed by the City.
If you fail to complete the necessary abatement action by the deadline set forth above,
the City may undertake to abate the nuisance directly and may commence legal action
against you to abate the nuisance. Pursuant to city ordinance, any costs incurred by the
City in abating the nuisance will be reported to the City Clerk as a cost to be levied as a
special assessment on the real estate taxes for this property.
Please understand that you have the right to appeal this nuisance declaration with the
City Council by filing a written appeal demand with the City Clerk within ten (10)
business days of the date hereof. Should you fail to do so, the Order will become final.
Please do not disregard this notice. Please contact the Natural Resources Technician at
763 -767 -5137 if you have any questions.
Natural Resources Technician
(Attachment 2)
City of Andover
1685 Crosstown Blvd. NW
Andover, MN 55304
763 - 755 -5100
www.andovermn.gov
Date:
Address:
Inspector:
NOTICE
Upon a recent inspection, the City of Andover
Tree Inspector has observed the presence of one
or more of the following on your property:
Oak wilt
Dutch elm disease (DED)
0 Emerald ash borer (EAB)
Other
Under Andover City Code and Minnesota Law, the
disease(s) listed are considered public nuisance(s),
which are required to be treated. Please contact the
City Tree Inspector at 763 - 767 -5137 within 10
days from the date of this notice to discuss treatment
options. A formal Declaration of Nuisance describing
minimum treatment measures, deadlines, etc. along with
attachments will be sent under separate cover. Your
cooperation is greatly appreciated.
Notes
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 56304 • (763) 755 -5100
FAX (763) 755 -8923 " WWW ANOOVERMN.GOV
(Attachment 3)
Date
Owner /Occupant
Address
Andover, MN 55304
Re: Diseased Tree Suppression Program /Project #_
Dear Property Owner:
This letter is to inform you that, based on a recent inspection, there is
(nuisance) located on your property. (nuisance) is a
devastating disease , which continues to kill many (type of tree it infects)
in the Anoka Sandplain and in Andover every year. City staff would like to work
with you to try and prevent the disease from spreading to other parts of your
property and /or other parts of the City.
To get information on (nuisance) and a list of licensed tree care
companies in the City, go to the City's website under the links "Your
Government" and "Natural Resources" If you contract the work out, the
contractors used must be licensed by the City. Under Andover City Ordinance
and Minnesota Law, trees infected with (nuisance) that are not properly
treated are considered a public nuisance, which property owners are required to
remedy. Therefore, steps must be taken to deal with the problem. A copy of
Andover City Code 4 -3 is available on request and is also on the City's website.
Please give me a call at 763 - 767 -5137 within 10 days from the date of this letter
to discuss treatment options. I would be happy to offer advice or take questions
or concerns you may have.
Your cooperation is greatly appreciated.
Sincerely,
Kameron Kytonen
Natural Resources Technician
Encl.
0 ^
NDOVE
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755 -5100
FAX (763) 755 -8923 • WWW.ANDOVERMN.GOV
(Attachment 4)
Date
Owner /Occupant
Address
Andover, MN 55304
Re: Diseased Trees Removal/Sanitation Enforcement Policy (Project #�
Dear Property Owner:
There has been no record of any contact from you as requested from the first
letter dated (date) regarding the (nuisance) problem
at (address). Under Andover City Ordinance and Minnesota
Law, properties that have trees infected with (nuisance) that don't
receive adequate treatment are considered a public nuisance, which property
owners are required to remedy. Therefore, steps must be taken to deal with the
problem. A copy of Andover City Code 4 -3 and the Diseased Tree
Removal/Sanitation Enforcement Policy are available on request and are also on
the City's website.
Part of the process under the contents of the Policy is to mark the tree(s) that
need to be removed and to follow up with a formal document with a deadline of
when the tree(s) shall be removed and properly treated.
Please give me a call at 763 - 767 -5137 within ten days from the date of this letter
to discuss the treatment options and requirements and to schedule a time for
staff to mark the trees that need removal.
Your cooperation is greatly appreciated.
Sincerely,
Kameron Kytonen
Natural Resources Technician
Encl.
4 MOVE
1685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304 . (763) 755 -5100
FAX (763) 755 -8823. WWW.ANDOVERMN.GOV
(Attachment 5)
Date
Owner /Occupant
Address
Andover, NIN 55304
Re: Diseased Tree Removal/Sanitation Enforcement Policy (Project #15 -19)
Dear Property Owner:
There has been no record of any contact from you as requested from the second letter
dated (date) regarding the (nuisance) problem
at (address).
Part of the process under the contents of the Andover Diseased Tree Removal /Sanitation
Enforcement Policy is to mark the tree(s) that need to be removed and to follow up with a
formal document with a deadline of when the tree(s) shall be removed and properly
treated.
Staff will proceed to mark the tree(s) with an Anoka County Sheriff's Department deputy
accompaniment. Attached is the Declaration of Nuisance ordering abatement of the
_(nuisance) and a handout on proper disposal/treatment of the diseased wood.
Your cooperation is greatly appreciated.
Sincerely,
Kameron Kytonen
Natural Resources Technician
KK:rja
Encl.
I 1, AIL ) ) !l/ , N
�
(Attachment 3 6)
City of Andover
1685 Crosstown Blvd. NW
Andover, MN 55304
763 -755 -5100
www.andovermn.gov
Date:
Address:
Inspector:
NOTICE
This is to make you aware that based upon a recent
inspection in your neighborhood, the City of
Andover Tree Inspector has observed the presence
of one or more of the following:
Oak wilt
ODutch elm disease (DED)
Emerald ash borer (EAB)
a.
There is a threat that the disease may spread to
your property. Under Andover City Code and
Minnesota Law, the disease(s) listed are considered
public nuisances, which are required to be treated.
Please call the City Tree Inspector at 763 - 767 -5137
for further discussion. Your cooperation is greatly
appreciated.
J
(Attachment 7)
PROPER DISPOSAL /TREATMENT
OF INSECT OR DISEASE
INFECTED WOOD
Red oak wood from oak wilt infected oaks, with bark intact, that is potentially spore -
producing (PSPT), ash wood from trees infected with Emerald Ash Borer (EAB), elm
and pine wood from trees infected with Dutch Elm Disease (DED) and Pine Bark Beetle
respectively or any elm or pine wood with bark intact shall be properly treated to prevent
overland spread of the insects or diseases per City Code and Minnesota Law. This shall
be done by one of the following ways:
1. CHIPPING OR GRINDING: the chips are safe to use after for landscaping
purposes, as they will not spread the insects or disease if left out in the open; for
EAB infected ash, the wood chip dimensions must be no bigger than
1 11by 1 11by 1';
2. DEBARKING: for EAB infected ash, remove all bark and at least 0.5" of outer
wood;
3. BURNING: this can be done any time of year, as it is an obvious choice for
preventing overland spread; if stored as firewood during the growing season, see
below information;
4. TREATING: this can be done by heat treating, kiln drying, fumigating, seasoning
or another method approved by the Minnesota Department of Agriculture (MDA);
5. TRANSPORTING: taking the wood to an approved disposal site in Anoka
County; DO NOT TRANSPORT INFECTED WOOD OUTSIDE THE
COUNTY UNLESS IT'S BEEN APPROVED BY THE CITY OR MDA; DO
NOT IMPORT WOOD FROM ANOTHER COUNTY UNLESS IT'S BEEN
APPROVED BY THE CITY OR MDA; EAB quarantines ARE in effect for
Anoka County; click on
www.mda. state. mn. us /en/ plants /nestmanagement/firewood.asox for additional
information on firewood restrictions and safe handling guidelines;
PROPERLY COVERING AND SEALING: any wood that is stored with bark
intact shall be loosely covered and sealed with a 4 to 6 mil heavy plastic tarp or
sheeting; the best way to do this is as follows (see diagram on next page):
a. Dig a 4 -inch trench completely around the wood pile;
b. Cover the wood pile with a tarp or sheeting that is large enough to
completely cover the pile;
c. Overlap the ends of the tarp or sheeting, so it extends beyond the trench;
d. Fill the trench with dirt to completely seal the wood pile.
If dirt cannot be used or a trench cannot be dug because the ground is frozen, too
hard to dig, etc., the ends of the tarp shall be weighted down completely on all
edges.
Other Key Information:
➢ The diseased wood does not need to be properly covered and sealed during the
months of November thru March;
➢ Red oak trees that have died of Oak Wilt in the summer may be potentially spore -
producing the following spring and summer only; thus, the wood is only a hazard
for one growing season (April t thru October);
➢ Elms and pines are hazardous until the bark falls off the wood, so their may be
one or more growing seasons when the wood is a hazard;
➢ A hazardous wood pile that is properly covered and sealed may be uncovered and
accessed (i.e. to grab a piece of firewood) as long as it is immediately covered
back up and sealed to prevent disease spread.
Diagram of cross - section of proper covering and sealing
(all sides completely covered)
61
Kameron Kvtonen
From:
Kameron Kytonen
Sent:
Tuesday, July 28, 2015 3:18 PM
To:
MShippee @ci.blaine.mn.us;'Tommy Schibilla';'Lam Newberger; 'marty.asleson@ci.lino-
lakes.mn.us'; 'eball @eminnetonka.com'
Subject:
EAB
Good afternoon-
I'm going to be meeting with our City Council soon to go over EAB management in our city, and am wondering if I can
get some feedback from other municipalities to see how you are /plan on managing this. Feel free to answer the
questions below. I appreciate your time!
1. Are you going to require removal of infected trees on private property?
2. Are you actively or do you plan on treating trees on public property?
3. How are you handling trees In the city right of way? Are you leaving that to the property owner, or are you
taking care of them (removing and /or treating)
Thanks in advance for your time.
Kameron Kytonen
Natural Resources Technician
City of Andover
1685 Crosstown Blvd. NW
Andover, MN 55304
P: 763- 767 -5137
F: 763- 755 -8923
V
Kameron Kytonen
From:
Tommy Schibilla [schibill@c nrapidsmn.gov]
Sent:
Tuesday, July 28, 2015 5:00 PM
To:
Kameron Kytonen
Subject:
Re: EAS
Kameron -here are my responses in the order you asked them
1. Not sure. Waiting to see what Andover does!)ust kidding, sort of.
2. No. We will not be chemically treating ash trees on a large scale. I've brought this option up to Council and other
decision makers and the tone has been that they did not seem interested fight now. My personal opinion is there are too
many unknowns with chemicals as it relates to pollinators.I tend to lean more in favor of the pollinators versus
dumping pesticides around ash tree. I do believe Andover is a "Bee Friendly" City. Way to go!
3.For the last several years the City(city expense)has been removing poor conditioned ash tree and replanting a diversity
of trees on the ROW. So far I have removed and replaced around 450.
Hope this helps a little.
Tom
»> Kameron Kytonen <K.KZonenCdandovermn.00v> 728/2015 3:18 PM >>>
Good afternoon-
I'm going to be meeting with our City Council soon to go over EAB management in our city, and am wondering if I can
get some feedback from other municipalities to see how you are /plan on managing this. Feel free to answer the
questions below. I appreciate your time)
1. Are you going to require removal of infected trees on private property?
2. Are you actively or do you plan on treating trees on public property?
3. How are you handling trees in the city right of way? Are you leaving that to the property owner, or are you
taking care of them (removing and /or treating)
Thanks in advance for your time.
Kameron Kytonen
Natural Resources Technician
City of Andover
1685 Crosstown Blvd. NW
Andover, MN 55304
P: 763- 767 -5137
Kameron Kvtonen
From:
Shippee, Marc [MShippee@ci.blaine.mn.us]
Sent:
Thursday, July 30, 201511:34
AM
To:
Kameron Kytonen
Subject:
RE: EAB
Hi Kameron,
Hope all is well in the City of Andover. Sony for the delayed reply, I have been out of town. Here is our EAB
management strategy (in a nutshell) as of now:
1. Not all EAB infested trees will be required to be removed, only trees that have the potential to become
hazardous (eminent danger + a target) in the future will be required to be removed on both public and private
properties. Most infested trees on your typical neighborhood lots are going to be required to be removed
because they will likely become a threat to adjacent properties in the future as they decline.
My reasoning behind this approach is because aggressive removal strategies have failed to slow down EAB in
other communities, therefore I don't we the benefit of implementing one in the City of Blaine. Infested trees
isolated in an open space or in the middle of the woods should just be left to allow nature to take its' course. If
you are going to require a private property owner to remove every infested ash tree regardless of the location
then you better be prepared as a City to do the same thing on public property. That would more than overwhelm
the resources we have available. Our removal requirements are not designed to try and slow down EAB, they are
more focused to protect people and property as this infestation progresses and we have hundreds or thousands
of trees dying at once.
2. There may be exceptions, but we will not be treating public trees.
3. The City will remove infested trees in the boulevard. We have been preemptively removing boulevard/park
trees for about five years now trying to get a little ahead of this problem.
Again these are our management strategies as of now, but things may change as the voice of public opinion weighs in.
Please keep me updated as to the approach Andover will be taking, always open to new and creative ideas.
Thanks Kameron,
Marc A. Shippee
Parks Department Supervisor /City Forester
City of Blaine
763 - 717 -2660
From: Kameron Kytonen [ mailto:K.Kvtonen*andovermn.00vl
Sent: Tuesday, July 28, 2015 3:18 PM
To: Shippee, Marc; Tommy Schibilla; lara Newberger; marry asleson@ci lino- Iakes.mn.us; eballCcleminnetonka.con
Subject: EAB
Good afternoon-
Kameron Kytonen 0
From:
Emily Ball [ebailQo
eminnetonka.comj
Sent:
Tuesday, August
04, 2015 9:56 AM
To:
Kameron Kytonen
Subject:
RE: EAB
Attachments:
Tree Injection Flyer 2015.pdf
Hi Kameron!
Hope you are well! Good to hear from youl See my answers in blue below, let me know if you have questions or want
more detail
-Emily
Emily Ball
City Forester I ISA Certified Arborist If MN -4284A City of Minnetonka Public Works
11522 Minnetonka Blvd I Minnetonka, MN 55305 phone 952- 988 -8421 fax 952- 988 -8406
From: Kameron Kytonen [mailto:K.KvtonenCdandovermn eov)
Sent: Tuesday, July 28, 2015 3:18 PM
To: 11AShiooee0ci.blaine.mmus: Tommy Schibilla; Lars Newberger; many .aslesonCraci.lino- lakes.mn.us: Emily Ball
Subject: EAB
Good afternoon-
I'm going to be meeting with our City Council soon to go over EAB management in our city, and am wondering if I can
get some feedback from other municipalities to see how you are /plan on managing this. Feel free to answer the
questions below. I appreciate your timel
1. Are you going to require removal of infected trees on private property?
-Yes, most likely but nothing in ordinance
2. Are you actively or do you plan on treating trees on public property?
-Yes, we have about 100 trees on city properties (primarily parks) that are being injected with Emamectin every 2 years
(we will do about 50 each year). We are using a contractor since staffing is slim.
3. How are you handling trees in the city right of way? Are you leaving that to the property owner, or are you
taking care of them (removing and /or treating)
-We started a treatment program that offers a bulk discount to residents for private property and ROW trees (ash and
elm). Rainbow had the successful proposal (see attached flyer). Right now, homeowners have to cost share (split the
cost of removal) of diseased elms or red oaks in the ROW, but we do offer them our contractor's bid price (I don't
recommend this — too administratively heavy). We prune and /or remove all hazardous trees in the ROW that are a risk
to the road. This is an inconsistent policy, and the council hasn't made a decision as to what will happen with ROW ash,
so right now I am working on removing poor condition ash and getting as many good ones treated as possible in the
meantime.
Thanks in advance for your time.
�
city at,
minnetonka ASH INJECTION PROGRAM
Where quality is our nature
Experts predict that 99% of all native ash trees in North America will die of EAB infestation unless treated.
In preparation for the inevitable arrival of emerald ash borer [EAB], the
city of Minnetonka has contracted Rainbow Treaters to treat ash trees.
A city -wide bulk discount will be offered through 20161a Minnetonka
homeowners on private property and right -of -way trees that are at least
10" in diameter and in good physical condition.
Ash trees rarely show signs of light to moderate EAB infestation, making
the early stages difficult to diagnose. By the time symptoms are obvious,
it may be too late to protect or save the tree.
nomd uoveated
The cost to treat a large, healthy ash tree on private property for 10 to 20 years is substantially less than the price of tree
and stump removal. Ash injection is done every 2 years as long as the tree remains healthy.
Features and Benefits of Minnetonka's Ash Iniectlon program:
• The city's Natural Resources division has ensured that the contractor meets its high standards for criteria such as staff training,
years of experience, and number of licensed commercial pesticide applicators on staff.
• The bulk discount may save homeowners money.
• In areas with high EAB populations, injection of Emamectin benzoate has achieved a higher success rate and
protects the tree longer than sail - applied treatments.
• Treatment will use a medium dose of pesticide, providing two years of protection.
• The contractor will map all treated trees, allowing the city to track results over time. <.e.
Rainbow Treecare offers a mono back guarantee if our tree dies from EAB while under the company's rotection(Ful
9 g 9 P 9 P (Full
• warranty details available upon request).
What are the average costs?
Treatment Costs'
h
$97 for 2 years protection
Tree & Stump Removal Costs'
$1,00041,700
'Based on Minnetanka's average ashtreesizeo!ll Torok
diameter. Removal costs are estimates basee on easy to
accesssnes.
How EAB kills a tree: r „ I ^ ^ry ',t
4 r
n r y
lwt,� nK f /ry ]Aoirswds d..r.�
A healthy ash tree a0l transport water tnrouph the current year's growth ring The larvae of
0
City of
minnetonka ELM INJECTION PROGRAM
Where quality is our, nature
In its ongoing effort to control Dutch elm disease (DEDJ, the city of Minnetonka has contracted
Rainbow Treecare to treat elm trees. Residents who participate in the program will receive a
bulk discount rate on injection of private property and right-of way trees. Eligibility is based on
tree size (10° diameter or greater] and tree condition.
The best management strategy for controlling the spread of Dutch elm disease is to destroy the
places where elm bark beetles breed: in dead and dying elms with intact bark. To keep the elm
bark beetle population in check, residents should n.at•a
• Remove diseased elms
• Debark elm stumps and firewood
• Chip elm brush and branches
•Consider injecting large elms with a preventive fungicidal treatment. ey
There are compelling reasons to preserve large elms and other shade trees. Mature trees
provide invaluable ecosystem services —from preventing erosion and providing wildlife habitat
to absorbing carbon dioxide and absorbing stormwater runoff. Around your home, the tree
canopy provides cooling shade that can reduce energy use. Trees can also increase privacy and wveaea
bump up your property values.
Features and Benefits of Minnetonka's Elm Injection Proeram:
• The city's Natural Resources division has ensured that the contractor meets its high standards for criteria such as staff training,
years of experience, and number of licensed commercial applicators on staff.
• The bulk discount may save homeowners money.
• The contractor will map all treated trees, allowing the city to track results over time.
• The fungicide is Arbotect 205 and will provide DED prevention for 3 years.
• Rainbow Treecare offers a money back guarantee on treated elms (Full warranty details available upon request).
What are the average costs?
Treatment Costs'
$304 for 3 years protection
Tree & Stump Removal Costs'
$1,60041,900
'eased on Minn etonka's average
elm tree size of 19" trunk diameter
Removal costs are estimates based
on easy -to- access yard sites.
How does Dutch elm disease spread?
amo am..,oa
awM en xPrcMtlwu9F,Fe
M�am,o MaM1M1y,ieex
- 50 het or lass•I
Kameron Kytonen
From:
Lara Newberger [LNewberg@plymouthmn.gov]
Sent:
Monday, September 14, 2015 3:10 PM
To:
Kameron Kytonen
Cc:
Teynor, Tim
Subject:
RE: EAB
Now that we have eab confirmed in lovely Plymouth - - --
Lara Newberger I Forestry Technician
City of Plymouth
Phone: 763.509.5945
plan on managing this. Feel free to answer the questions below. I appreciate your time)
1. Are you going to require removal of infected trees on private property? We will do as we do for DED/ OW for
dead trees. We will mark them at death... we will figure out how to let them try to save them...
2. Are you actively or do you plan on treating trees on public property? We are treating park and city boulevard
trees with TreeAge. We did the east half of the city last year and the west half this year.
3. How are you handling trees in the city right of way? Are you leaving that to the property owner, or are you
taking care of them (removing and /or treating) see above... I found treating boulevard ash weird. How do we
know that they want us to- or that they haven't already treated it- plus some callus commies....
Thanks in advance for your time.
Kameron Kytonen
Natural Resources Technician
City of Andover
1685 Crosstown Blvd. NW
Andover, MN 55304
P: 763- 767 -5137
F: 763- 755 -8923
C I T Y O F
NDOVE
1685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304. (763) 755 -5100
FAX (763) 755 -8923 . WWW.CI.ANDOVER.MN.US
TO: Mayor and Councilmembers
FROM: Jim Dickinson, City Administrator
SUBJECT: 2016 Budget Development Discussion
DATE: November 24, 2015
City Departments by July 1st submitted to Administration/Finance their proposed 2016 Annual
Operating Budgets. Department budgets were reviewed for adherence to the Council's 2016
Budget Development Guidelines. The City Council has also had a number of reviews of the
2016 Proposed General Fund Budget that will be supported by the 2016 Tax Levy.
The City Council adopted at the September tat regular Council meeting a Preliminary 2016
Budget. The Preliminary 2016 Budget proposes a total property tax levy of $11,593,925:
$8,037,528 (69.33 %) operational levy, $2,100,413 (18.12 %) debt service levy, and $1,455,984
(12.56 %) capital/watershed levy. The Preliminary 2016 Proposed Property Tax Levy (see
attached City of Andover Property Tax Levy worksheet), seeks additional tax revenue through
growth identified in the City's tax base, approximately a 4 % increase in the gross tax levy. The
Council has the right to reduce or keep constant the proposed levy until the final certification
date of December 28, 2015.
By the time of the November 24th workshop, property tax statements should have been received
by all of the City of Andover residents and businesses.
Administration/Finance will review with the Council the attached at the meeting:
Pay 2016 Valuation Estimates (pe. 8)
City o(Andover Property Tux Lew — 2010 to proposed 2016 (pgs 9 —10)
DISCUSSION
1) A commitment to a City Tax Capacity Rate to meet the needs of the organization and
positioning the City for long -term competitiveness through the use of sustainable revenue
sources and operational efficiencies.
Note: Anoka County Assessor taxable market value figures (to-date) for the City of Andover
are reflecting a 4.35% increase in total taxable market value.
2) A fiscal goal that works toward establishing the General Fund balance for working capital at
no less than 45% of planned 2016 General Fund expenditures and the preservation of
emergency fund balances (snow emergency, public safety, facility management &
information technology) through targeting revenue enhancements or expenditure limitations
in the 2015 adopted General Fund budget.
Note: With property tax revenues making up close to 80% of the total General Fund
revenues cash flow designations approaching 50% would be appropriate and are
recommended by the City's auditor. Emergency Fund Balances are established to stabilize
an emergency situation, not be the complete solution.
3) A commitment to limit the 2016 debt levy to no more than 25% of the gross tax levy and a
commitment to a detailed city debt analysis to take advantage of alternative financing
consistent with the City's adopted Debt Policy.
Note: The proposed 2016 debt levy is currently at 18.12% of the gross tax levy, 25%
provides a reasonable margin to accommodate a 2016 Equipment Note and /or Improvement
Bond if it is determined that an additional debt issuance is needed.
4) A comprehensive review of the condition of capital equipment to ensure that the most cost -
effective replacement schedule is followed. Equipment will be replaced on the basis of a cost
benefit analysis rather than a year based replacement schedule.
Note: The City Vehicle Purchasing Committee did perform this analysis, and
recommendations were included in the 2016 -2020 Capita[ Improvement Plan (CIP). The
2016 -2020 CIP was adopted by the Council at the October 20f° City Council meeting.
5) The use of long -term financial models that identify anticipated trends in community growth
and financial resources that will help designate appropriate capital resources for future City
needs. The financial models will be used in the budget planning process to ensure that key
short-teen fiscal targets are in line with long -tern fiscal projections.
Note: The City continually maintains various financial models to determine the long -term
impacts of present day expenditures and financing decisions. Fiscal assumptions are based
upon various financial indicators including growth factors, tax capacity valuations, per
capita spending and debt ratios. These models were utilized in the development of the 2016
Budget.
6) A team approach that encourages strategic planning to meet immediate and long -term
operational, staffing, infrastructure and facility needs.
Note: A strategic planning session was held with the City Council. The final Council
Community Vision and Organizational Goals and Values document was approved at the July
7, 2015 City Council meeting. Direction provided in that document is integrated into various
department work plans and budgets.
7) A management philosophy that actively supports the funding and implementation of Council
policies and goals, and a commitment to being responsive to changing community
conditions, concerns, and demands, and to do so in a cost effective manner.
Note: The City Council has formally adopted a Council Community Vision and
Organizational Goals and Values document. Management, through these goals, pay special
attention to fiscal values, commercial & residential development or redevelopment,
collaboration opportunities, service delivery and the livability/image ofhe community.
Overall Budget:
Staffing Requests:
A few new staffing requests were received from City Departments for the 2016 budget.
Administration reviewed requests from the Fire and Public Works Departments. The Fire
Department is struggling with day -time coverage and Public Works is seeking assistance for
street maintenance.
Administration has reviewed the requests, and while the requests have merit, Administration is
not recommending the addition of any new positions for the 2016 budget and is looking a
creative ways to utilize part -time staffing and scheduling to bridge the gap. A presentation on
Fire Department staffing was provided to the Council at the September 15th Council Workshop
and subsequently a Duty Crew model was implemented November I".
Personnel Related Implications:
To date the following are projected issues facing personnel related expenses:
1. Human Resources reviewed position -based salaries and our benefit package in detail to
determine if the total package is competitive with other government entities.
As part, of the budget process, pay steps for eligible employees have been included in the
2016 proposed budget, a cost of living adjustment (COLA) for non - bargaining employees
is being explored, and $15,000 of market adjustment dollars are included in the proposed
budget to address (if necessary) Pay- Equity compliance requirements in 2016. The
Public Works Union contract is in currently beine neeodated through mediation
sessions.
2. The Council approved the 2016 Health Insurance contract with HealthPartners at the
October 20 the City Council meetine. That new contract reflects a 2% premium rate
insurance budget was reduced to only a 5% increase..
The 2016 City Health Insurance Program will offer the employees a high deductible plan
($5,000 family, $2,500 single for in network expenses, out of network expenses increase
the out of pocket costs to $7,500 family and $3,750 single) with a health spending
account (HSA). As part of the program, the City pays for 100% of the single health
insurance premium and 76% for a family health insurance premium. The City also
contributes annually to the employees HSA.
Contractual Departments:
1. Discussion for the 2016 City Attorney contract is, if City employees are granted a COLA,
the legal service contract would be treated the same.
2. The 2016 City of Andover Law Enforcement Contract with the Anoka County Sheriff's
Office was approved at the September 15th City Council meeting. The 2016 budget for
the contract is $2,936,467 and is offset by a Police State Aid of $124,800 and School
Liaison revenue of $91,820 reflecting a net tax levy impact of $2,719,847.
The 2016 Sheriff's contract provides for:
a. 80 hours per day of patrol service
b. 6 hours per day of service provided by a Community Service Officer
c. School Liaison Officers in the middle school and high school
d. 2 Patrol Investigators
e. 50% of the Crime Watch Program's coordinator position.
It should be noted that the Sheriff's Department always provides the required number of
deputies for all hours contracted by the City. If the Sheriffs Department has a vacancy
or a deputy is injured etc.., they still provide the City with a deputy at straight time even
though they may have to fill those hours with overtime which at times may cost the
Sheriff's Department additional, but is not billable per the contract
The 1016 contract will maintain status auo service when compared to 2015. The 2016
contract reflects a 0.62% increase ($18.159) over the 2015 contract.
Council Memberships and Donations /Contributions:
The following memberships /contributions are included in the 2016 Budget:
• North Metro Mayors Association
$13,709
• Metro Cities
$ 9,427
• Mediation Services
$ 3,366
• YMCA — Water Safety Program
$ 8,500
• Alexandra House
$18,328
• Youth First (Program Funding)
$12,000
• NW Anoka Co. Community Consortium - JPA
$10,000
• Teen Center Funding (YMCA)
$24,500
• Family of Promise
$ 3,000
• Lee Carlson Central Center for Family Resources
$ 1,500
• Senior High Parties
$ 1,000
• Stepping Stone
$ 600
Capital Levies:
Capital Projects Levy — Currently the proposed 2016 Capital Projects Levy Budget specifically
designates $1,415,984 of the general tax levy to capital projects and equipment needs relating to
Capital Outlay ($250,000), Road and Bridge ($1,089,146), Pedestrian Trail Maintenance
($61,838) and Park Projects ($15,000). Specific designation of the tax levy to anticipated City
needs and priorities for transportation and trail maintenance, park projects and equipment outlays
allows the City to strategically allocate its resources and raise the public's awareness of City
spending priorities. The Road and Bridge levy is evaluated annually and along with Capital
Outlay, Pedestrian Trail Maintenance and Park Levies increased/decreased according to the City
Council budget guidelines.
• Road and Bridge
An adjustment was made to the Road & Bridge funding formula in 2014, primarily to
stop the continual decrease in the levy that has been happening over the past few years
due to decreases in the Anoka County Assessor taxable market value figures for the City
of Andover. Based on Council discussion, consensus was to stop the decline in road
funding and evaluate annually through the adopted City Council Budget Development
Guidelines. It should be noted that in 2014. Local Government Aid (LGA) in the
sienilicant increases in LGA for the City ofAndover are remote.
For 2016, the proposed levy to Roads is $1.089.146 a 9.39% increase over 2015,
recoeni ine the sieniRcant 2015 taxable market value increase and lost LGA.
The 2016 proposed levy to pedestrian trail maintenance is $61,838. a .53% increase
over 2015.
• Park Improvements
This levy is an annual appropriation to be used to underwrite park improvement projects
as recommended by the Park and Recreation Commission and approved by the City
Council. This funding is intended to be a supplemental source of capital funding for park
projects that is separately identified in the City's Five -Year Capital Improvement Plan.
a total le" of $90.000 Proposed for 2016.
History of the supplemental Park Improvement Funding:
In 2002, City Council committed $50,000 in tax levy to underwrite park improvement
projects as recommended by the Park and Recreation Commission and approved by City
Council. That levy was intended to be a supplemental source of capital funding for park
projects as development started to slow down and minimal park dedication funds were
available. As of 2015, that levy was up to $61,500 of which $15,000 is designated
towards miscellaneous items that come up throughout the year.
New direction of the Funding:
With an emphasis on maintaining/preserving parks the City currently has, through the
2016 Preliminary Budget / Levy approved by the City Council, $46,500 is re- assigned to
the General Fund to focus on Park's maintenance/replacement items. The $15,000 will
remain in the Park Improvement Fund to take care of miscellaneous items that come up
throughout the year that the Park and Recreation Commission will continue to participate
in. A total of $90,000 proposed 2016 tax levy ($46,500 combined with an additional
$43,500 of General Fund levy funding) will now be identified as part of the General Fund
levy to replace playground equipment, fences, pedestrian bridges in parks, parking lot
reconstruction, etc. The Parks Maintenance Department will determine which
replacement items have the highest priority through the Capital Improvement Plan (CIP).
Any unused funds will be specifically designated or carried forward for nark replacement
items. If a park is to be reconstructed as recommended by the Park and Recreation
Commission and approved by City Council through the CIP process, the Park and
Recreation Commission will work with the Parks Maintenance Department to determine
which items are replacements and which items are considered new and/or enhancements
to determine the mix of funding sources to accomplish the project.
• Eouipment/Proiects
Under the Capital Projects Levy, a levy is proposed to be designated to capital
improvement/equipment project expenditures identified through the CIP process.
Through this designation, the City, over time, will build a fund reserve to avoid cash flow
"spikes" and address a wide range of capital improvement needs such as facility
maintenance projects under a more controlled spending environment. The 2015 levy is
$250.000, the same is currently Proposed for 2016.
Debt Service Levy:
Annually the Finance Department conducts a detailed debt service analysis to monitor
outstanding debt and to look for early debt retirement or refinancing opportunities that will yield
interest expense savings to the City. (Staff, along with Ehlers & Associates has completed a
review and sees no new refinancing opportunities at this time; we will continue to monitor
refunding opportunities, as markets can move quickly, and calculate potential savings for each
issue that may meet parameters which may generate savings.)
The proposed 2016 Debt Service levy is as follows:
2010A G.O. Open Space Referendum $ 186,291
• 2012A G.O. Equipment Certificate $ 142,885
• 2012B G.O. Capital. Imp. Refunding $ 498,435
• 2012C Taxable G.O. Abatement Bonds $ 977,332
2014 G.O. Equipment Certificates $ 287,345
Total
$2,100,413
It should be noted that the levy is offset significantly by a $635,000 YMCA annual rental
payment for the Community Center bonds (2012C Taxable G.O. Abatement Bonds).
The proposed 2016 Debt Service levy reflects a 1 67% decrease ($35.651).
ACTION REQUESTED
The Council is requested to receive a presentation and provide direction to staff.
'y submitted,
J' Dickinson
achments
CITY OF ANDOVER
Pay 2016 Valuation Estimates
0
Taxable Market Value
% Change
Pay2013 $ 2,123,596,358
Pay 2014 $ 2,071,812,281 -244%
Pay 2015 $ 2,435,770,612 17.57%
Pay 2016 $ 2,541,703,964 4.35%
Tax Capacity Value
Change
Pay 2013
Pay
2013
Pay 2014
$
21,978,322
Pay2015
Pay 2015
$
Pay 2016
16.96%
Pay2016
Taxable
26,870,365
Tax
Taxable
Tax
Taxable
Tax
Taxable
Tax
Market
Capacity
Market
Capacity
Market
Capacity
Markel
Capacity
Value
Value
Value
Value
Value
Value
Value
Value
Andover Valuation Totals $
2,123,596,358
$
22,569,018
$ 2,071,812,281 $
21,978,322
$ 2,435,]]0,612
$
25,705,350
$ 2,541,703,964
$
26,870,365
Captured Tax Increment
(336,580)
(327,433)
(210,936)
(248,400)
Fiscal Disparity Contribution
(1,077,175)
(1,035,107)
(998,390)
(1,055,278)
Local Tax Rate Value
21,155,263
20,615.]82
24,496,024
25566687
Fiscal Disparity Distribution
4,256,749
4,202,605
4,257,801
4,264,789
Total Adjusted Values
$
25,412,012
$
24,818,387
$
28,753,825
$
29831476
-2.34%
15.86%
3.75%
Taxable Market Value
% Change
Pay2013 $ 2,123,596,358
Pay 2014 $ 2,071,812,281 -244%
Pay 2015 $ 2,435,770,612 17.57%
Pay 2016 $ 2,541,703,964 4.35%
Tax Capacity Value
Change
Pay 2013
$
22,569,018
Pay 2014
$
21,978,322
-2.62%
Pay 2015
$
25,705,350
16.96%
Pay2016
$
26,870,365
4.53%
Tax Capacity Values
$30,000,000
$25,000,000 - - --
$20,000,000 -
1,
$15,000,000
$10,000,000
$5.000.000
$0
Pay 2013 Pay 2014 Pay 2015 Pay 2016
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f 4113,392
S 9,820,807
AI..,J T. Capaclly Value"
52586"191
31,917,08
20,511,90
21,1 hero
a. Ins 1.
M,a9609a
9AY8.811)
Tae Capacty
3fi.W2%
JBA.,
022.%
400)0%
43350%
3]200%
38.213%
1209%
2359%
a...
Tae Cause, RTB W. LRRWSG
32.100%
420.%
0.19)%
3).90%
30.279%
Tae Capacitye 1889330
33.083%
.314%
]B.BL%
3d 70%
0.539%
ac.1%
31061%
]B,W)%
Ch in
Lary
Cs in Lary
1-
Volxlypmoed Rel -MV
000551%
0..33)%
4.549%
009)8%
000011%
0..)19%
0..899%
16M
4W
.t IW%
S -
0.00%
"Adjual kl-.ch adjusOn9 k instal Napa .a.. )exl0 -he easmelea.
•• -..I ah eve. me air MA.-11,.I. -Rum f6w N1.a D.
(1) egused Tax Capacw valid avMenN mange.
City of Andol
Gross Tax Le
$11,800,000
$11,600,000 -----------
$11,400,000
$11,200,000 -
$11,000,000
$10,800,000
$10,600,000
$10,400,000
$10,200,000
$10,000,000
$10,856,299
1D
$10,631,299
$11,143,925
2010 2011 2012 2013 2014 2015 2016
CITY OF ANDOVER
COUNTY OF ANOKA
STATE OF MINNESOTA
RES. NO
u
A RESOLUTION ADOPTING THE CITY OF ANDOVER 2016 BUDGET AND 2016 PROPERTY TAX LEVY TO BE CERTIFIED TO THE COUNTY AUDITOR.
WHEREAS, the preparation and adoption of budgets is recognized as sound financial practice; and
WHEREAS, the City of Andover receives significant financial support from its residents through the payment of property taxes; and
WHEREAS, the City of Andover has the responsibility to appropriately and efficiently manage the public's funds; and
WHEREAS, Minnesota State New requires the City to certify to the County Auditor an adopted tax levy and budget prior to December 28, 2015; and
WHEREAS, Minnesota State New requires the City to certify to the State of Minnesota Department of Revenue an adopted tax levy by December 28, 2015.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Andover hereby adopts the 2016 City of Andover Budget and the 2016 property tax levy
totaling $11,593,925 as listed on Attachment A.
BE IT FURTHER RESOLVED that the City Council of the City of Andover hereby establisbes the 2016 City of Andover Budget by fund type as follows:
REVENUES
General Fwd
$ 10,390,411
Special Revenue Funds
1,562,200
Debt Service Foods
2,479,273
Capital Projects Funds
4,896,471
Enterprise Funds
5,153,096
Internal Service Foods
1113344
Total $ 25,594,795
Adopted by the City of Andover this 15th day of December 2015.
ATTEST:
Michelle Harmer— Deputy City Clerk
General Fwd
$ 10,697,788
Special Revenue Funds
1,740,686
Debt Service Funds
2,316,271
Capital Projects Funds
6,935,077
Enterprise Foods
4,912,499
Internal Service Foods
1,167,967
Total
$ 27,770,288
CITY OF ANDOVER
Julie Trade - Mayor
CITY OF ANDOVER, MINNESOTA
2016 Property Tax Levy
2016
Levy
General Fund Levy
General Operations $ 7,947,528
Park Repair/Replacement Items 90,000
Total General Ford
8,037,528
Debt Service Funds Levy
15,000
2010A G.O. Open Space Referendum Bonds
186,291
2012A G.O. Equipment Certificate
142,885
2012B G.O. Capital Improvement Refunding Bonds
498,435
2012C Taxable G.O. Abatement Bonds
977,332
2014 G.O. Equipment Certificate
295,470
Total Debt Service 2,100,413
Other Levies
Capital Projects Levy
Capital Egmpmmt/Project
250,000
Parks Projects
15,000
Road & Bridge
1,089,146
Pedestrian Trail Maintenance
61,838
Lower Rum River Watershed
40,000
Total Other
1,455,984
Gross City Levy
$ 11,593,925
a
Attachment A
a
STATE OF MINNESOTA)
COUNTY OF ANOKA )
CITY OF ANDOVER )
I, the undersigned, being the duly qualified and acting City Clerk of the City of Andover, Minnesota, do hereby certify that I have carefully compared the attached Resolution No.
adopting the City of Andover 2016 Budget and 2016 Property Tax Levy with the original record thereof preserved in my office, and have found the same to be true and
correct transcript of the whole thereof.
IN TESTIMONY WHEREOF, I have hereunto subscribed my hand this 15th day of December 2015.
Haller— Deputy City Clerk
CITY OF ANDOVER
2016 Budget Summary By Fund Type
City of Andover - Budgeted Funds
Total Revenues: $25,594,795
Total Expenditures'. $2],]70,288
Governmental Funtls
General Fund Special Revenue Funds Debt Service Funds
Revenue s:$10,3901411 Revenues: $1,562,200 Revenues: $2,479,273
Expenditures: $10.69],]88 Expenditures: $1,]40,688 Expenditures: $2,316,271
rl Government EDA
Drainage 8 Mapping
Safely LRRWMO
Forestry
Works ROW Mgmt /Utility
Construction Seal Coating
Community Center
CDBG
Charitable Gambling
Fund Definitions
Improvement Bonds
Refunding Bonds
State Aid Bonds
Equip CemficMes
Capital Notes
FIR Bonds
Revenue Bonds
Abatement Bonds
Proprietary Funds
Capital Projects Funtls Enterprise Funds Internal Service Funds
Revenues: $4,898,4]1 Revenues: $5,153,0% Revenues: $1,113,344
Expenditures: $6,935,0]] Expenditures : $4,912,499 Expenditures: $1,167,967
Water Trunk
Storm Sewer
Sewer Trunk
Read 8 Bridge
Trail 8 Transportation
Cap Equip Reserve
Tax Increment
Park Dedication
FIR Projects
Capital Notes / Bond Projects
Funtl FCenVal Equipment / Main.
Fund Risk Management
Sewer Fund
General Fund - accounts for the revenues and expenditures necessary to carry out basic governmental activities of the City such as general government, public safely, public works, and other.
Special Revenue Funds - accounts for revenue sources that finance pancular functions and projects.
Debt Service Funds - accounts for the accumulation of resources for, and the payment of general long -term debt.
Capital Projects Funds - accounts for the acquisition or construction of major capital facilities financed mainly vnth governmental fund sources, general obligation debt, special assessments, and other.
Enterprise Funds - accounts for activities that consist of rendering services or providing gootls to the public for which a fee or charge is collected.
Internal Service Funds - accounts for goods and services that are provided to other City departments, or to other governments, on a cost reimbursement basis.
Fund Balance /Net Assets, January 1
Revenues & Other Sources
General
Special Revenue
Debt Service
Capital Projects
Enterprise
Internal Service
Total Revenues & Other Sources:
Total Available
Expenditures & Other Uses
General
Special Revenue
Debt Service
Capital Projects
Enterprise
Internal Service
Total Expenditures & Other Uses:
CITY OF ANDOVER 1S
2016 Budget Summary
Revenues and Expenditures Fund Summary
Actual
Adopted
Estimate
Budget
2014
2015
2015
2016
It 48,943,861
It 36,034,488
It 36,034,488
$ 35,972,807
10,123,308
9,876,575
10,058,706
10,390,411
1,680,359
1,523,700
1,554,200
1,562,200
2,819,054
2,507,663
2,509,663
2,479,273
9,561,080
3,859,038
4,377,986
4,896,471
5,032,111
5,169,454
5,109,454
5,153,096
1,214,368
1,113,344
1,113,344
1,113,344
30,430,280
24,049,774
24,723,353
25,594,795
79,374,141
60,084,262
60,757,841
61,567,602
9,881,410
1,480,542
19,513,350
6,524,098
4,662,377
1,277,876
43,339,653
Fund Balance /Net Assets, December 31 $ 36,034,488
10,338,730
1,710,874
2,285,820
4,393,745
4,832,168
1,138,752
24,700,079
$ 35,384,183
10,375,695
1,703,689
2,286,665
4,479,080
4,772,748
1,166,957
24,785,034
$ 35;972,807
10,697,788
1,740,686
2,316,271
6,935,077
4,912,499
1,167,967
27,770,288
$ 33,797,314
CITY OF ANDOVER U
2016 Budget Summary
Revenues and Expenditures by Fund Type
Other Financing Sources
Operating Transfem In
196,930
special
Debt
Capital
85,096
Internal
1,16,809
Bond Pmceads
General
Revenue
Service
Profacm
EnW,N.
Service
Total
Fund BalanceMet Penance, January 1
$ 6.885,145
$ 457.915 $
1,296,333
$ 19,829,703
$ 6,943,640
$ 560.071
$ 35,972,807
Revenues
196,930
3761860
1,090,923
85,096
1,749,809
Geneml Property Taxes
8,113,528
4,000
2,100,413
1,415,984
-
-
11,669,925
Tax Increments
-
-
-
-
-
-
-
SpecialA..e..marule
-
-
-
1,153,000
-
-
1,153,000
Licenses and Permits
34,205
-
-
-
-
-
346,205
Inhu,ovemmemal
673,248
37,500
-
813.743
-
-
1,524,0.91
Chargesfor Services
767,950
671,700
-
-
4,912,500
1,111,844
7,463.994
Fines
100.750
-
-
-
-
-
100.]50
Investment Income
75.000
7,500
2,000
156,400
56,000
1.500
300,400
User Charges
-
2112,148
262,421
-
-
262,421
Meters
-
-
-
-
13.000
-
13,000
Permit Fces
-
-
-
-
3,500
-
31500
Penalties
-
-
-
-
16,000
-
16.000
Miscell.neous
116,800
806,500
-
2,000
67,000
-
991,M0
Total Revenues:
10,193,481
1,562,2110
2,102,413
9805,548
5,00,000
1,113,344
23,814,986
Other Financing Sources
Operating Transfem In
196,930
-
376,860
510,923
85,096
-
1,16,809
Bond Pmceads
-
-
-
580,000
-
-
580.000
Proceeds from Sale of Property
Total Outer Financing Sources:
196,930
3761860
1,090,923
85,096
1,749,809
Total Revenues and Other Sources:
10,390,411
1,562,200
247,2ID
4,696,471
5,153,096
1,113,344
25,594)95
Total Available:
17,275,556
2,02,115
3,1r75,609
24,726,174
1 ;096.7%
1,673,415
61,567,602
Expend8ures
Personal Serves
4,623.992
483.086
-
-
1,000,820
419.8%
6,527,733
Supplies and Malerials
592 ,032
,5,570
-
-
289,200
368.010
1,54.812
Purchased Service.
3,880.945
M.035
-
370.000
-
-
4,86,980
Outer Services and Charges
1,430,819
481,597
-
4,193.000
2.192,448
36,122
8,657,986
Capital OWay
90,000
5,000
-
2.085,000
-
-
2.231,000
Debt Service
2112,148
196,719
833,101
3.241.968
Total Operating EapeMXUma:
10,897,788
1,362,286
2,212,148
,844,719
4.315.589
1,167,967
26,600,479
Outer Uses
Operating Transfers Out
-
378.398
104.123
90,358
5961930
-
1.169,809
Bond Discount
-
-
-
-
-
-
-
Redemption of Wunded Bonds
Total Outer Uses:
378,398
10,129
9,358
596,930
1,10,609
Total ExprWnures and Other Uses:
10,69).788
1,740,686
;316,271
6,93,077
4,912,499
1,167,967
a,n9,266
Fund Balancelf4et Asam, December 31
$ 61577,T66
$ 279,429
$ 1,459.3%
S 17,711
$ 7,164,237
$ 5051448
$ 33,797.314
13
CRY OF ANOOYER
2016 Budget Summary
Revenue and Expenditures - All Funds
Muel
Budw
&,i.
Btd,,
21114
"is
2015
2018
Fund Mmc*R,et eb.Jamlav1
3 N.913A81
3 36OXMIN,
$ 38.0:50.480
$ 35,971,807
Rew
Gmem Prcgrly Taxes
19.894,301
11,2191825
11.219.925
11,PP9,925
Tax Inasrar6
311,]33
20.870
3,000
-
Spe I,a,cefaa.
'133.425
412,000
0.50, 573
1.153.000
W. sw am lMmils
364,430
31aW
358,643
348.205
InlspOVgnmmlel
3.464.995
41M.088
888.551
1.524.491
Cherere W 5mis
7,623,294
1.432699
7.456339
11.31994
Fines
91,375
1[0,750
102,750
193.750
Yrvn41a01nvane
063,046
Mboo
307.200
M0,403
user Cher,m
883,617
255.365
521,85
262421
Ms.
12,592
1310.W
13.000
13,087
Po ntl Fes
3.425
3.587
31500
3.500
"5089181
560
16,LM
16.000
18.900
MbwNnx
1,3921"
986760
1.048.783
891,300
Total Rewnlm:
26.%8,155
M9751365
2238 w
23,w"s
O.er Fam., S..
OpersVp Trans In
112615"
1.074.409
1. %5. %9
11169,809
Bmtl Ra 1s
1.655.000
-
-
587.870
Bad PnMum
44,278
Proaas6p I3. NR,xal,
897,275
1,252,889
Tom Other R..hp 6aurcn:
3,152125
1.%4,409
2,328.]%
1,149,809
Thal RsvvmssandOlharfio c :
30,430$80
ZsA,19,774
24. "2]53
25,594,195
TWal AvallW4e:
19,]14,141
80,004,282
60.757.441
61,567,602
EvpaglWM
N. Sem.
6408.234
8.287.3[0
6.289, 643
8.527,733
Supplas 3d l4aWalc
1,350,213
11390816
1.363.&:8
1,454,012
Nrchsad Smics
4,1116,664
4.2292G6
482"4
4,489,890
CUtt Sm4Ceeaad Cha9A
7,503.650
7,167 50
7,112,449
6.657.986
CapilelG Uay
2,816,375
1.480.896
1.MM
2,231,000
DeMSaNce
4. 073.925
3,M,67S
5289,169
3.241.908
Totalopeandg ESpwWiturea:
25,629,081
23,826.%0
D.709,355
76,800,479
Other User
Cpere8n9Tnnsfers CN
1,2655"
1. 074.409
1, %5,%9
1,169,809
Bmd Obcount
-
-
-
RedempSmaRefugalBaW
16.455.872
TolM ORaw BSa:
17.7105"
1. %4.408
1, 075.%9
1.169.809
TOW ESpeMlhrpaMOtlw USas:
4].3 ]9.653
70.100. %9
74.785450
77.770.288
FurclBNricYBMReeNa,MUmbx]1
S %,054,488
S 36.3".183
$ 35. %2j%
3 .47.191514
City of Andover
2016 Budget - General Fund
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Revenues
General Property Taxes
Licenses and Permits
Intergovernmental
Charges for Services
Fines
Investment Income
Miscellaneous Revenue
Total Revenues:
Other Sources
Transfers In
Total Revenues and Other Sources
Total Available:
Expenditures
Personal Services
Supplies and Materials
Purchased Services
Other Services and Charges
Capital Outlay
Total Expenditures:
Other Uses
Transfers Out
Total Expenditures and Other Uses
Fund Balance, December 31
$ 6,960,236
Actual
Adopted
Estimate
Adopted
Description
2014
2015
2015
2016
Fund Balance, January 1
Revenues
General Property Taxes
Licenses and Permits
Intergovernmental
Charges for Services
Fines
Investment Income
Miscellaneous Revenue
Total Revenues:
Other Sources
Transfers In
Total Revenues and Other Sources
Total Available:
Expenditures
Personal Services
Supplies and Materials
Purchased Services
Other Services and Charges
Capital Outlay
Total Expenditures:
Other Uses
Transfers Out
Total Expenditures and Other Uses
Fund Balance, December 31
$ 6,960,236
$ 7,202,134
$ 7,202,134
$ 6,885,145
7,476,294
7,706,892
7,706,892
8,113,528
364,430
316,588
359,643
346,205
697,492
633,015
704,781
673,248
998,510
748,550
785,090
767,950
94,375
100,750
100,750
100,750
144,876
75,000
75,000
75,000
150,401
98,850
129,620
116,800
9,926,378
9,679,645
9,861,776
10,193,481
196,930
196,930
196,930
196,930
$ 7,202,134
$ 6,739,979
$ 6,885,145 $
10,123,308
9,876,575
10,058,706
10,390,411
17,083,544
17, 078,709
17,260,840
17,275,556
4,285,309
4,416,919
4,397,979
4,623,992
656,818
651,296
638,101
692,032
3,688,262
3,817,821
3,852,621
3,860,945
1,243,707
1,452,694
1,451,994
1,430,819
7,314
35,000
90,000
9,881,410
10,338,730
10,375,695
10,697,788
9,881,410
10,338,730
10, 375, 695
10,697,788
$ 7,202,134
$ 6,739,979
$ 6,885,145 $
6,577,768
IN
City of Andover
Special Revenue Funds
2016 Budget Summary - All Special Revenue Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Actual
1
Adopted
Estimate
1
Adopted
1
Description
2014
2015
2015
2016
Fund Balance, January 1
$ 407,587
$ 607,404
$ 607,404
$ 457,915
Revenues
Fund Balance, December 31
General Property Taxes
40,066
40,000
40,000
40,000
Intergovernmental
4,909
37,500
-
37,500
Charges for Services
722,462
617,800
666,700
671,700
Investment Income
12,592
7,500
5,500
7,500
Miscellaneous
900,330
820,900
842,000
805,500
Total Revenues:
1,680,359
1,523,700
1,554,200
1,562,200
Other Sources
Proceeds from Sale of Property
-
-
-
-
Total Revenues and Other Sources:
1,680,359
1,523,700
1,554,200
1,562,200
Total Available:
2,087,946
2,131,104
2,161,604
2,020,115
Expenditures
Personal Services
490,752
506,034
519,034
483,086
Supplies and Materials
97,916
78,870
104,285
85,570
Purchased Services
166,699
248,975
260,675
256,035
Other Services and Charges
448,408
491,397
448,097
481,597
Capital Outlay
29,774
14,000
56,000
Total Expenditures:
1,233,549
1,339,276
1,332,091
1,362,288
Other Uses
Transfers Out
246,993
371,598
371,598
378,398
Total Expenditures and Other Uses:
1,480,542
1,710,874
1,703,689
1,740,686
Fund Balance, December 31
$ 607,404
$ 420,230
$ 457,915
$ 279,429
a
City of Andover
Debt Service Funds
2016 Budget - All Debt Service Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Actual
Adopted
Estimate
Adopted
Description
2014
2015
2015
2016
Fund Balance, January 1
$ 17,767,831
$ 1,073,535
$ 1,073,535
$ 1,296,333
Revenues
Total Available:
20,586,885
General Property Taxes
2,074,115
2,136,065
2,136,065
2,100,413
Intergovernmental
61,680
-
-
-
Investment Income
60,805
Debt Service
2,000
2,000
Total Revenues:
2,196,600
2,136,065
2,138,065
2,102,413
Other Sources
1,770,000
Interest
900,504
470,688
Operating Transfers In
622,454
371,598
371,598
376,860
Total Revenues and Other Sources:
2,819,054
2,507,663
2,509,663
2,479,273
Total Available:
20,586,885
3,581,198
3,583,198
3,775,606
Expenditures
Debt Service
Principal
2,140,000
1,765,000
1,765,000
1,770,000
Interest
900,504
470,688
470,688
439,698
Other
7,895
2,500
2,275
2,450
Total Expenditures:
3,048,399
2,238,188
2,237,963
2,212,148
Other Uses
Operating Transfers Out
9,951
47,632
48,902
104,123
Redemption of Refunded Bonds
16,455,000
-
-
-
Total Other Uses:
16,464,951
47,632
48,902
104,123
Total Expenditures and Other Uses:
19,513,350
2,285,820
2,286,865
2,316,271
Fund Balance, December 31
$ 1,073,535
$ 1,295,378
$ 1,296,333
$ 1,459,335
City of Andover
Capital Projects Funds
2016 Budget Summary - All Capital Projects Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Actual
Adopted
Estimate
Adopted
1
Description
2014
2015
2015
2016
Fund Balance, January 1
$ 16,893,815
$ 19,930,797
$ 19,930,797
$ 19,829,703
Revenues
1,555,000
-
-
580,000
General Property Taxes
1,303,826
1,336,968
1,336,968
1,415,984
Tax Increments
377,733
20,000
3,000
-
Special Assessments
733,425
412,000
450,573
1,153,000
Intergovernmental
2,700,904
1,259,573
183,770
813,743
Investment Income
517,052
127,500
166,200
158,400
User Charges
863,817
255,365
527,725
262,421
Miscellaneous
152,319
156,000
8,160
2,000
Total Revenues:
6,649,076
3,411,406
2,676,396
3,805,548
Other Sources
Transfers In
415,451
447,632
448,902
510,923
Bond Proceeds
1,555,000
-
-
580,000
Bond Premium
44,278
-
-
-
Proceeds from Sale of Capital Assets
897,275
1,252,688
Total Other Sources:
2,912,004
447,632
1,701,590
1,090,923
Total Revenues and Other Sources:
9,561,080
3,859,038
4,377,986
4,896,471
Total Available:
26,454,895
23,789,835
24,308,783
24,726,174
Expenditures
Purchased Services
161,723
156,000
179,428
370,000
Other Services and Charges
2,984,671
2,812,000
2,813,500
4,193,000
Capital Outlay
2,779,287
1,367,496
1,231,184
2,085,000
Debt Service - Principal Retirement
196,719
-
196,719
196,719
Total Expenditures:
6,122,400
4,335,496
4,420,831
6,844,719
Other Uses
Operating Transfers Out
401,698
58,249
58,249
90,358
Total Expenditures and Other Uses:
6,524,098
4,393,745
4,479,080
6,935,077
Fund Balance, December 31
$ 19,930,797
$ 19,396,090
$ 19,829,703
$ 17,791,097
Dg�
City of Andover
Enterprise Funds
2016 Budget Summary - All Enterprise Funds
Statement of Revenues, Expenditures and Changes in Fund Net Assets
Unrestricted Net Assets, January 1
Actual
Adopted
Estimate
Adopted
Description
1 2014
1 2015
1 2015
1 2016
Unrestricted Net Assets, January 1
$ 6,237,200
$ 6,606,934
$ 6,606,934
$ 6,943,640
Revenues
Charges for Services
4,823,394
4,954,705
4,894,705
4,912,500
Interest
115,425
57,000
57,000
56,000
Meters
12,592
13,000
13,000
13,000
Permits
3,425
3,500
3,500
3,500
Penalties
560
16,000
16,000
16,000
Miscellaneous
55,978
67,000
67,000
67,000
Total Revenues:
5,011,374
5,111,205
5,051,205
5,068,000
Other Sources
Transfers In
20,737
58,249
58,249
85,096
Total Revenues and Other Sources: 5,032,111 5,169,454 5,109,454 5,153,096
Total Available: 11,269,311 11,776,388 11,716,388 12,096,736
Expenditures
Personal Services
Supplies and Materials
Other Services and Charges
Capital Outlay
Debt Service
Total Expenditures:
Other Uses
Transfers Out
Total Expenditures and Other Uses:
915,923
197,815
2,122,902
828,807
4,065,447
596,930
4,662,377
972,417
280,200
2,051,624
99,500
831,487
4,235,228
596,930
4,832,158
Unrestricted Net Assets, December 31 $ 6,606,934 $ 6,944,230
972,417
254,350
2,018,064
99,500
831,487
4,175,818
1,000,820
289,200
2,192,448
833,101
4,315,569
596,930 596,930
4,772,748 4,912,499
$ 6,943,640 $ 7,184,237
City of Andover
Internal Service Funds
2016 Budget Summary - All Internal Service Funds
Statement of Revenues, Expenditures and Changes in Unrestricted Net Assets
Unrestricted Net Assets, January 1
Revenues
Charges for Services
Interest Income
Miscellaneous
Total Revenues:
Other Sources
Transfers In
Total Revenues and Other Sources
Total Available:
Expenditures and Other Uses
Personal Services
Supplies and Materials
Other Services and Charges
Total Expenditures:
Other Uses
Transfers Out
Total Expenditures and Other Uses:
Unrestricted Net Assets, December 31
$ 677,192
Actual
Adopted
Estimate
Adopted
Description
2014
2015
2015
2016
Unrestricted Net Assets, January 1
Revenues
Charges for Services
Interest Income
Miscellaneous
Total Revenues:
Other Sources
Transfers In
Total Revenues and Other Sources
Total Available:
Expenditures and Other Uses
Personal Services
Supplies and Materials
Other Services and Charges
Total Expenditures:
Other Uses
Transfers Out
Total Expenditures and Other Uses:
Unrestricted Net Assets, December 31
$ 677,192
$ 613,684
$ 613,684
$ 560,071
1,078,928
1,111,844
1,111,844
1,111,844
12,296
1,500
1,500
1,500
123,144
-
1,214,368
1,113, 344
1,113, 344
1,113,344
1,214,368
1,891,560
376,250
397,664
503,962
1,277,876
1,277,876
$ 613,684
1,113,344
1,727,028
391,930
386,950
359,872
1,138,752
1,138,752
$ 588,276
1,113,344
1,727,028
399,213
386,950
380,794
1,166,957
1,166,957
$ 560,071
1,113,344
1,673,415
419,835
388,010
360,122
1,167,967
1,167,967
$ 505,448
CITY OF ANDOVER
General Fund
Revenue 8 Expense Summary
ail
11/19/2015
Actual
Actual
Actual
Actual
Actual
Budget'
Estimate
Requested'
Budget Change (')
2010
2011
2012
2013
2014
2015
2015
2016
$
%
REVENUES
Property Taxes
$ 7,191,602
$ 7,115,936
$ 7,340,532
$ ],3]6,284
$ 7.476,295
$ ])06,892
$ ],]07,892
$ 8,113,528
406,6%
528%
License and Permits
329,9(11
387,206
449,826
536,707
364,430
316,588
359,643
346,205
29,617
9.36%
Intergovemmental Revenues
570,096
566,706
653,720
710,071
697,491
634015
704,781
673,248
40,233
SW%
Charges for Current Services
757,094
866,584
973,604
1,122,480
998,1W
748,550
785,090
767,950
19,400
2.59%
Fines and Forfeits
104,780
99.777
97,571
96,130
94,375
100,750
100,750
100,750
-
0.00%
Interest Income
70,368
130,368
95,365
(17,096)
144,876
75.000
75,000
75,000
-
0.00%
Miscellaneous Revenue
134,772
127,5)9
149,857
140,983
107,759
98,807
129,620
116,800
17,953
18.16%
Transfers
196.930
196,930
196,930
196,930
196,930
1961930
196.930
196,930
0.00%
TOTALREVENUES
9,355.543
9.491.016
9,957,405
10.162.469
10,123,306
9,876,575
10.058705
10,390,411
513,836
5.11%
EXPENDITURES
General Government
2,224,872
2,271,094
2,223,773
2,308,882
2,481,927
2,734,639
?701,607
2,828,272
93,633
342%
Public Safety
3,920,071
3,960,221
4,087,065
4,311,340
4,498,920
4,572,938
4,607,938
4,694,001
121,063
2.65%
Public Worts
2,403.162
2451850
2,482490
2759,342
2,819,372
2,960,825
2,995,825
3.105.187
144,362
4.88%
Other
24,953
30,631
663,372
210510
81,185
70,328
70,328
70,328
0.00%
TOTAL EXPENDITURES
8,573,058
8,713,796
9,456,700
9,590,074
9,881,404
10,338,730
10,375,695
10,697,788
359,058
3.47%
UNDER(OVER)BUDGET
$ 782,485
$ 777,220
$ 500,705
$ 572,395
$ 241,902
$__a62 155)
$ (316989)
$ (307,377)
$ 154.778
11/19/2015
REVENUES
Property Taxes
License and Permits
Intergovernmental Revenues
Charges for Services
Fines sad Forfeits
Interest Income
Miscellaneous Revenue
Transfers
Property
Li,encesP
Intei
Charges to
Fines 8 F
I
MIs
To
TOTAL REVENUES
CITY OF ANDOVER
Revenue Comparison - General Fund
Actual
Actual
Actual
Budget
Estimate
Budget
2012
2013
2014
2015
2015
2016
awua mu
.raumu
-ww. m�
mists
IS 7.340.532
$ 7,376,284
$ 7,476,295
$ ])06,892
$ ],)06,892
$ 8,113,528
449,826
536,707
36,430
316,588
359,643
346,205
653,720
710.071
697.491
633.015
704,781
673.248
973.604
1,122,460
91
748,550
785,090
767,950
97,571
96,130
94,375
100,750
100,750
100,750
95,365
(17.096)
144,876
75.000
75,000
75.000
149.857
140,963
150,759
98,850
129,620
116,800
196,930
196,930
19,930
196,930
19,930
196,930
$ 9.957,405
$ 10,162,469
$ 10,123,306
$ 9,876,575
$ 10.058]06
$ 10,390,411
CR of Andover
City of Andover y
Comparison 2016 Revenue Comparison - General Fund 2016 Revenue by Source - General Fund
axes
vanits
$100
$3.00
$5.00
$700 $900
Rev
�Itme
S.
esm..0 zms
awua mu
.raumu
-ww. m�
mists
PWnl0
Rev
dens
-$1.00
$100
$3.00
$5.00
$700 $900
�Itme
seoanmm
esm..0 zms
awua mu
.raumu
-ww. m�
0
$Vita
Permits
CITY OF ANDOVER
Expenditure Comparison - General Fund
G
Actual Actual Actual Budget EaU.. Bud'et
2012 2013 2014 2015 3015 2016
EXPENDITURES
General GOsunnant
$
2,223.773
24%
$ 2,300,882
24%
$
2.481,927
25%
$ 2,734.639
26%
$ 2,701,004
26%
$ 2828$72
26%
Public Safety
4.087,065
43%
4,311,340
45%
4.498,920
46%
4,572,938
44%
4,007,938
44%
4,694,001
44%
Public Works
2,482,493
26%
2.759,342
29%
2,019,372
29%
2,960.825
25%
2.995,825
29%
3,105,187
29%
Otber
663.372
7%
210,510
2%
81,185
1%
70.328
1%
70,328
1%
70,320
1%
TOTAL EXPENDITURES
$
9456700
$ 9590,074
$
9,881404
$ 10338730
$ 10,375,695
$ 10,697,780
General Govt
Puble Sake,
Public Wori
Other
City of Andowr
2016 Expenditure Comparison - General Fund
$0.00 $050 $1.00 $1S0 $200 $250 $300 ¢9.50 $4.00 54.50 $5.00
Millions
City of Andover
2016 Expenditures by Function - General Fund
General Gc
26%
Other
t%
CITY OF ANDOV ER 0(p General Fund - Expenditure Budget Summary Totals - By Department
Budget Year 2016
Atlutl
Actual
Actual
Atlnal
Acual
Budget`
Estimate
Re9uated-
Cban 2l�
2010
2011
2012
2013
2014
2015
2015
2016
$
%
GENERAL GOVERNMENT
Mayor and Council 5
100.211
$ IOL373
$ 83,622
S 83,595
S 54,650
s 82,154
5 87,154
$ 88,790
1.626
1.87%
Administration
131212
135,523
140,048
147,503
169,218
180,888
180,888
192,278
11,590
6.57%
Newsletter
17,094
22,897
22.336
17,677
20,974
26,000
26,000
26,000
0
ON%
Human Reeonrces
54.920
31,855
12,485
12,907
18,038
40,156
40,156
35,260
(4,896)
-1219%
Ad-,,
172,225
121,062
120,930
173,244
172,427
182,000
152,000
187.640
5,640
3.10%
City Clerk
95,165
100,697
101,322
108,312
128,861
135,359
135,359
157,075
21.716
16.04%
BlatiOre
37,926
6.399
39.614
11,352
41508
57.492
17,492
52,919
427
024%
Finn,
194,863
207,032
207,337
215,215
230,639
239,991
23 81731
261,016
21,035
832%
Assessing
148760
143,693
143,338
144,561
145,051
150,000
142,000
ISO.OW
0
0.00°/
Information Services
136,931
142,964
136,025
135,982
146,984
122139
122,239
123,483
1,244
072%
planning &Zoning
322567
324,303
318,523
349,489
387,308
412.937
412,937
435.606
22,669
549%
Engineering
359,038
413.518
417,339
452288
460,572
470,631
46 8,831
509,514
38,883
816%
Fmcriry Man'rec',
421.855
469,478
420.799
451.257
470397
529,802
592,817
553.201
(26,601)
-0.59%
Total General Gov
2,224,822
2,201,094
2,223,773
2,008,882
2,481,927
2,734,839
2,701,604
2,828,222
93,633
3.42%
PURL(CSAPETY
Pa1i, Pro¢mion
2599,246
2,615,Q7
2,691896
2,740,899
2b18,132
2,918,308
2,919.308
2,936,462
18,159
062%
Fire grassed-
962,215
924,988
1,015,58
1,126,929
1,264,018
1192,330
1,227,330
1,254,795
92,465
735%
Prolectiou Inspection
330,707
342,437
354,753
423,495
390908
423,161
423,161
441,807
18,646
4,41%
CmerOeney se-,,uenl
15,451
16,301
14,088
13,930
21,836
29,189
29.189
22,992
(6.202)
3126%
Animal(orhol
6.952
11055
8,503
6,037
4026
0950
9950
7.150
(2000)
-2010%
Total Public Safety
3,920,021
3,960221
4,087,065
4,311440
4,498,920
4422,938
4,602,938
4,694,001
12LO63
2.65%
PUBLIC WORKS
Streets and Highways
518,990
594,294
520,630
572,253
609,313
625,664
625,664
650132
24,573
393%
Snow and Ice Removal
532,942
434,603
420,125
630,299
632,154
539,220
539,770
563,552
23,512
441°%
Seat Sib ,
166144
175,833
170,200
162,861
117,935
203,533
203,533
204,193
660
032%
Traffic Signals
25,830
26,569
22,452
26,241
34,901
35.000
35.000
35,000
0
0.000
Street ughtin8
30.885
32,312
33,439
31,202
32,646
36,400
36,400
36,400
0
0.00%
Sreel UNI, - Billed
186.320
189,144
195,197
210331
203,148
216,000
216,000
212,500
1,500
0.69%
Park &Rceneiron
827,911
889,180
912,750
946,545
1,009373
1,169338
1,169338
1,257,247
52,909
752%
Natural Resource P- rvatim
-
-
-
-
-
-
10096
10096
#DIV /01
R ycling
109.035
109,910
152,642
178.110
113902
135,120
170,120
130,921
(4.193)
-3.IU%
Total Public Works
2,403,162
2,451,850
2,482,490
2,759 ,34E
2,819,372
2960,825
2,995625
3,105,182
144362
4.88%
OTHER
24,953
30631
r63372
210,510
81,155
70,378
70,326
70,328
0
000%
Total Other
24,953
30.631
663 ,372
210,5la
81,185
700328
20328
20,328
0
000°6
GRAND TOTAL S
5 10,692,288
)59,058
8,573,058
S 9,456,7011
S 9,590,074
S 10,330]30
8 8,213,796
S 9981A04
S HU3]5,695
342 °u
MUNICIPALITIES WITHIN ANOKA COUNTY
Proposed 2016 City Tax Rate Comparison
Municipalities Only
',. Hilltop -
Columbia Heights 79.235
Lexington 78.]80
Centerville 70.991
Bethel 69.744
Circle Pines
St. Francis
Spring Lake Park
Columbus
s East Bethel
2
3
Lino Lakes
�
� Coon Rapids
Fridley
Ramsey
Anoka
Andover
I Blaine
Linwood
30.37
Nowthen
- 28.696
Ham Lake
27.021
Oak Grove
26.319
0.000
20.000
59.675
50.993
45.983
45.093
44.906
9 44.307
42.351
40.000 60.000 80.000 100.000 120.000
TAX RATE
NO
04J
CITY OF ANDOVER
2016 Proposed Tax Rate Breakdown
Other
School District 4.80% County
gn 970u 37740/
City
37.19%
PERCENTAGES ARE PROPORTIONAL TO REFLECT 100% RATHER THAN ACTUAL AMOUNT OF 102.925 %.
Does not include voter approved referendum levy based on market value.
License &
3%
CITY OF ANDOVER
2016 General Fund Revenue Types
Property Taxes
78%
:es
E
Publi
Z
CITY OF ANDOVER
2016 General Fund Expenditures by Function
Other General Government
43.9%
CITY OF ANDOVER
General Fund - General Government Expenditures
Council Administration Newsletter Human Resources
FacilityMgmt� 31% 68% 0.9% 12%
19.6%
Attorney
6.6%
City Clerk
.......,„, 5.6%
Elections
2.0%
Finance
9.2%
Engineering
18.0% Assessing
Planning R Zoning 5.3%
15.4% Information Systems
6.1%
Fire Protection
27.4%
CITY OF ANDOVER
General Fund - Public Safety Expenditures
Police Protection
62.6%
0�?
Natural Resource
Preservation
0.3%
Parks & Recreation
40.5%—
CITY OF ANDOVER
General Fund - Public Works Expenditures
Street Lights - 0% Billed ' Traffic Signals
Street Lighting 1.1%
1.2/0
Streets & Highways
20.9%
)et Signs
8.8%
ow & Ice
18.1%
1685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304 . (763) 755 -5100
FAX (763) 755 -8923 . WWW.ANDOVERMN.GOV
TO: Mayor and Councilmembers
FROM: Jim Dickinson, City Administrator
SUBJECT: October 2015 General Fund Budget Progress Report
DATE: November 24, 2015
The City of Andover 2015 General Fund Budget contains total revenues of $9,876,575 and total
expenditures of $10,364,730 (includes $26,000 of 2014 budget carry forward); a decrease in fund
balance is planned.
Monthly reporting of the City Budget progress to the Governing body is a recommended
financial practice and often viewed positively by rating agencies.
DISCUSSION
Attached is the General Fund Revenue & Expenditure Budget Summary - Budget Year
2015, reflecting year to date actual through October 2015. The attachments are provided
to assist discussion in reviewing 2015 progress; other documents may be distributed at the
meetine.
The following represents Administration's directives and departmental expectations that are in place
again for 2015:
1. Expenditure budgets while approved, expenses are to meet with the spirit that needs are
fulfilled first, expansions of service and special requests are to be reviewed with City
Administration before proceeding.
2. Departments are to be committed to search for the best possible prices when purchasing
goods and services.
3. Departments are to be committed to continually searching out new efficiencies and to
challenge the status quo of how the City provides services.
4. Departments are to be committed to searching out collaborative opportunities to facilitate
efficient and cost - effective utilization of governmental assets and personnel.
5. Departments are to be Committed to developing effective, consistent and ongoing
communications with City residents, businesses and other stakeholders. -
6. Departments are to be cognizant that services provided are subject to available revenues
and should not commit to services that are not sustainable.
ACTION REOUESTED
The Council is requested to receive a presentation and provide direction to staff.
e p fully submitted,
im Dickinson
A achmBut
CITY OF ANDOVER
General Fund Budget Summary Totals
Budget Year 2015
PUBLICSAFETY
Police ProteUion 2,818,132 2,818,132 100% 2,818,132 2,918,308 2,918,308 100%
Protective lns0ectlon
411,295
2014
75%
390,908
423,161
2015
75%
REVENUES
Budget
Oet YTD
%Bud
Final
Budget
Ort YET)
%Bud
Animal Cannot
General Proprny Tax
S 7,501,916
$ 3,898,686
52e
S ],4]9,294
$ ],]06,892
S 3.985,563
52%
Lee.., and Penans
307,355
288,812
94%
364,430
316,588
367,110
116%
later BOVemmemal
609,541
635,603
104%
697,493
633,015
699,378
110% n
Charge, for Services
685,900
812,634
118%
945.114
748,550
635.620
85% l
Fines
IW,950
71,358
71%
94,375
100,750
82,270
82%
Investment Income
75,000
45,434
61%
144,876
75,000
28,225
38%
Miscellaneous
91,850
128,845
140%
150,386
98,850
140,065
142%
]tansfns to
196,930
196,930
100%
196,930
196,930
196,930
100%
Total Revenues
S 9,569,142
S 6.0]8302
64%
S 10.069.898
$ 9,876.575
S 6.135,161
62/.
2014
2015
EXPENDITLILES
Budget
Ort YTD
%Bud
Final
Budget
Oct WD
%Bud
GENERAL GOVERNMENT
Mayorand Council
$ 86,840
S 74,351
86%
S 84,650
$ 87,154
$ 76,152
87%
Amomanatom
176,265
133,936
76%
169,219
180,888
141,463
78%
Newsletter
26,000
19,165
74%
20974
26,000
19,216
74%
Human Resources
39,229
15,757
40%
18,039
40,156
14,545
36%
Anamey
178,300
133,364
75%
1]7,42]
182,000
139,517
77%
City Clerk
129,400
101,520
78%
128,859
135,359
116,374
86% ^�
(/
Elections
55,336
24,617
44%
41,506
57,492
13,044
23%
Finance
235,459
19 },884
82%
_
230,639
239,981
202,550
84%
Assessing
150,W0
142,210
95%
142,210
150,000
143,431
96%
Information Se-rs
176,629
121,081
69%
146,985
172,239
110,301
64%
Planning& Zoning
401,360
308,401
77%
387,209
412,937
327,662
79%
Engamcnng
465,656
370,072
79%
460,871
470,631
384,508
82%
Facility Management
562,905
379,299
67%
470,400
579,802
366,908
63%
Total General Gov
2,683379
2,017,07
75%
3,8]9,888
2,734,09
2,055671
75%
PUBLICSAFETY
Police ProteUion 2,818,132 2,818,132 100% 2,818,132 2,918,308 2,918,308 100%
Protective lns0ectlon
411,295
309,553
75%
390,908
423,161
319,023
75%
Civil Defense
17,128_
20,382
119%
21,837
39J89
23,037
Traffic Signals
Animal Cannot
,.... �P9,950
.�
3,286
033%
u 4,026
9,950
2,875 4
29%
Total Public Safety
4383,894
0.046.184
92%
4A98.92J
4582,938
4,256,704
"%
PUBLIC WORKS
Sheets and Highways
Snow and tae Removal
604,078
517949
499,612
463086
83%
89%
00,315
Q3]N135�
625,664
536,185 86%
Strem Signs
19],2]4
162,155
820
186,587
203,533
175935
56%
Traffic Signals
35,W0
21,441
61%
34,902
35,000
21,771
62%
Street Lighting
36,400
24,885
68%
32,646
36,400
23,016
63%
Street Lights - Billed
210,000
151,055
72%
201,538
216,000
151,970
70%
Park & Recreation
1,138,426
804,124
71%
LW5,573
1,185,338
952,188
80%
Recycling
131,147
87,393
67%
113,901
135,120
105,947
78%
Total Public Warks
2,8]0,2]4
2 ,213,751
77%
2 ,812,615
2,976,825
2,323,033
78%
OTHER
Mi,edunmus
Youth Smites
Total Other
Total [Glen paten
36,828 27,185 74% 28,681 31,728 15,693
52,500 3],76]
89,328 64,952
S 10,026 ,875 S 8,342,544
72% 52,500 38,60 16,000
73% 81,185 70328 31,693
83% S 9 ,871 ,811 $ 10,364,730 S 8667,101
NET ESTWASE(DECREASE) $ (07,733) S (2,264,242) S 198,087 S (488,155) S (2$31940)
49%
41%
45%
84%
9 X66 fb )
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755 -5100
FAX (763) 755 -8923 • W W W.ANDOVERMN.GOV
TO:
Mayor and Councilmembers
FROM:
Jim Dickinson, City Administrator
SUBJECT:
October 2015 City Investments Review
DATE:
November 24, 2015
Summary reporting of the City Investment portfolio to the Governing body is a recommended
financial practice and often viewed positively by rating agencies.
Furthermore, the City of Andover Investment Policy recommends the Finance Director presents
to the City Council at least quarterly the type of investments held by the City.
DISCUSSION
investments.
The Council is requested to receive a presentation and provide feedback to staff.
tfully submitted,
Jim ickmson
A hments
Investraenl Maturities - October 2015
Credit
i- Fair
hivestment Maturities
(in Years)
Less Than
More Than
Investment Type
Rating
Value
1
1-5
6- 10
10
Money market funds
N/A
$ 1,992,806
$ 1,992,806
MN Municipal Money
-Na
Market Fwd (4M)
4,993
Certificatesofdeposit
FDIC
9,673,367
6,319,838
3,353,529
A/Al /A2
590,519
-
486,338
Local governments
-
1,520,306
i 104,181
AAI /AA2/AA3
8,166,522
1,776,087
4,360,945
AAA
3,491,110
412,195
2,535,582
159,990
_ _509,185
383,343
rn
State governments
i
A/Al /AZ
202,388
202,388
299,843
-
AAl /AA2 /AA3
1,678,360
836,344
_
542,173
- - - -_
AAA
762,432
405,436
335,428
21,568
-
1,926,645
101,858
U.S. agencies
I AAA
2,486,769
239,940
218,326
FNMA REMIC
N /A_
_. _ 9,266
-
9,266
-
-
-
U.S. agencies
N/A
11148,055
1,148,055
Total in-vestments
$ 14,697,962
$ 30,206,588
-V12,190,027
-9-2,K56117
$ 1,215,035
Deposits
2,303,000
Total cash and investments
I
$ 32,509,588
October 2015 Investment Detail
Credit Pumhase Maturity Interest Current Market Date Coupon Maturity
Description
6,319,837.97 CD
2,188,281.70 111
Castle Number
Rating
Type
Price
Carrying Cost
Amount
Rate
Value
Interest Paid
Acquired
Date
Due Date
Portage County Bank
73565NAZ6
CD
249,000.00
249,00000
249,001
1650%
249,000.00
monthly
07125111
none
11/03/15
M zalm Bank
60688MK06
CD
249.00 D)
249,000.00
249,000.00
0.350%
249,034.86
maturity
03/11/15
none
12/11/15
Banc of California
05961SED2
CO
249,000.00
249,000.00
249,000.00
0.250%
249,019.92
maturity
OW03115
none
12/29115
Pal all Bank
70337MAF5
CD
149.96250
149,962.50
150,000.00
0.350%
150,034.50
maturity
07/10115
none
12/30115
Franklin Synergy Bank
35471TBR2
CD
249,000.00
249,000.00
249,000.00
0.300%
249,03].35
monthly
06105115
07/05115
01/05116
First National Bank Bearthrown
321091AH3
CD
249,01
249,00(100
249000.00
0.300%
249,08972
monthly
06/08115
0710 &15
01/08116
Meadows Bank Las Vegas
58321JAB4
CD
248,000.00
248,000.00
248,000.00
0.400%
248,05456
maturity
07110115
none
01/11/16
Beal Bank
07370WRN6
CD
249,000.00
249,00000
249.00.00
0.350%
249,054.78
maturity
07115115
none
01113/16
Everbank
29976DZB9
CD
248,000.00
248,000.00
248,000.00
0.350%
248,059.52
maturity
07/14/15
none
01114116
Apple Bank for Savings
03784JKD5
CD
24900000
249,00000
249000.00
0.250%
249,012.45
maturity
07115/15
none
01115116
Discover Bank Greenwood
2546725F6
CD
248,000.00
248,000.00
248,000.00
0.300%
_
248,054.58
_.
maturity
07715/15
none
01115/16
Peoples United Bank
71270GNK8
CD
248,000.00
24800000
248,000.00
0250%
248,054.56
maturity
07/15/15
none
011IW16
Santander Bank
80280JGH8
CD
249,000.00
249,000.00
249,000.00
0.400%
249,054.78
maturity
07/15/15
none
01/15/16
Xenilh Bank
98470VAU7
CD
48,
248,000.00
24800000
248.000. 00
0.300%
248,05].04
monthly
07116115
08/18115
101_-
01115/18
Bank Hapoahnn
06251AH86
CD
249,000.00
249,000.00
249,000.00
0500%
249,059.76
maturity
07117/15
none
01119116
Bank of Bdtlger
1Sa
p6424WFA7
CD
248,000.00
248,000.00
248,000.00
00iW
,80010011
0.300%
248,059.52
maturity
07116/15
none
01119118
n
Sletling Savings Bank
859532AH6
CD
248,000.00
248,000.00
248,000.00
0.750%
248,292.84
semi - annual l
00013
07131/13
01/31/14
01129116
Pack Western Bank
69506YCG2
CD
249,000.00
249,000.00
249,00000
0400%
249.07968
maturity
03/06115
none
03/04116
Beal Bank
07370WNF9
CD
249.000.00
249,000.00
249,000.00
0.400%
249,01749
maturity
03/11/15
none
03/09116
Cad... Bank
12738RCF9
CD
249,000.00
249,00000
249,000.00
0.350%
248,9111
maturity
10123115
none
04/22116
Bank of India NY
06279HBZ5
CD
249,000.00
249,00000
249,000.00
0400%
248,990.04
maturity
10/30115
no.
04/27116
BMO Harris Bank
05573J6A7
CD
249,000.00
249,000.00
249,000.00
0.350%
248,990.04
maturity
10128115
none
04/2 8/16
Sallie Mae Bank
795451
CD
249,000.00
249,00000
249,00000
0400%
248.990.04
maturity
10/28/15
none
04/2 8116
Lake Forest Bank &Trust
5091
CD
200,000.00
200,000.00
200,000.00
0.850%
200,582.00
semi - annual
08114113
02114/14
08/15/16
Luang Savings Bank
549103MV2
CD
248,000.00
248,000.00
248,000.00
03iKk
24852824
semi - annual
08116/13
02116114
08116/16
Synovus Bank GA
87164DFL9
CD
248,000.00
248,000.00
248,00000
0.807%
248,595.20
semi - annual
09110/14
03104115
09106116
Chaska MN
161664DT1
AA
local
71,663.20
71,663.20
7900000
2.000%
70,09800
semi-annual
08115/13
06101114
12101115
_
North Mankato MN
660751JZ2
AA
local
331,]2920
331]2920
330,000.00
3.000%
330,71610
semi - annual
09121115
none
12101/15
Pre1NiIleAL
740019LG7
AA
IOtdl
154,417.50
154,417.50
150,000.00
4.000% 4. 4.000%
154,224.00
semi-annual
10127115
none
99101116
Lake Mills At
510192FAO
AA-
local
65,000.00
65,000.00
65,000.00
0.700%
64,94540
semi - annual
06122115
none
09 /01116
Plainfield III 0 000 _
726243LT3
AA
local
79,373.25
]9,3]3.25
75,000.00
--
3.000%
-.
]5,231.00
a
semi annual
12/2]/12
none
12/15115
Minneapolis Minn
60374VP35
AA1
local
2125940
2126940
20,000.00
3.250%
20,194.60
semi - annual
08102111
non
none
03101118
Des Moines IA Area Cmnty, Cal
250097A85
AA1
local
137,668.95
137,668.95
135,000.00
1.375%
135,59940
semi- annual
07130112
12/01/12
D�I01Itfi
0111
New York NY
64966).076
AA2
local
208,32400
208,324.00
200,000.00
3.1]0%
200,470.00
semi - annual
04/07/14
08/01/11
12/01115
Duluth Minn ISO #709
264474CK1
AA2
local
74,939.20
74,939.20
70,000.00
4000%
70,401.10
s mi annual
0111 &11
none
02]01/16
Duluth MN
264438ZB1
AA2
local
105,652.05
105652.05
105,00000
1.000%
semi - annual
12/05/12
08101/13
02/01/16
Keller TX ISO Zero Coupon
4876940078
M2
tool
249,000.00
249,000.00
250,000.00
_105,144.90
249,810.00
maturity
03124/15
none
0211 &16
Ra lefl TX
7796986H7
AA2
kcal
101,91
101191
95.000.90
3.000%
95,]14.40
semi - annual
07/10/12
06/15/12
02115116
Grand Forks NO Sales Tax Rewen
385492GOO
AA2
local
104,082.00
104,082.00
100,000.00
4.000%
103,046.00
semi - annual
06/23115
09101/12
09101116
East Bethel Minn
271074HR0
AA3
local
100,941.00
100,941.00
100.000.00
3.200%
100,492.00
semi- annual
12115110
08/01111
02/01118
Hinsdale lL
433416LW2
AAA
local
118011.85
118,011.85
115,000.00
2.000%
115,218.50
semi - annual
04123114
12115114
1211515
Three Rivers MN Park Dist
_9718__
885718665
AM
local
-
210,82800
0000000_.
210,828.00
200.000.00
3.000%
201,450.00
semiannual
12112/13
08101/14
02101118
Richardson TX
763227EC5
AAA
local
98,03145
98,031.45
95,000.00
50,80__
3.150%
95,52830
semi- annual
11112/14
none
0211 &16
6,319,837.97 CD
2,188,281.70 111
Description
Lusip Number
Credit
Rating
Type
Rumbas
Pro.
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Interest Paid
Date
Acquired
Coupon
Date
Metal I
Due DMe
Illinois State
Wash..
452152HR5
A-
stale
217,312.00
217,31200
200,001
4.961%
202,388.00
semi - annual
07116112
09/01/11
OW01/16
Washington Slate Zero Coupon
93974ATU8
API
state
349,614.50
349.814.50
350,000.00
349,961.50
maturity
08127115
none
12101/15
Oregon Slate
6860BURVO
AA1
state
70,194.60
70,194.60
70,000.00
0.890%
70,130.90
semi - annual
07129114
08/01/13
08101116
Nevada State
641461NKO
AA2
state
258,305.00
258,305.00
250,000.00
4.000%
255,615.00
semi - annual
06118/15
06101111
06101/16
Florida St Hurricane
3401
AA3
state
160,836.60
160,836.80
160,00000
1298%
160,63680
semi - annual
08114/15
07101113
07101116
Ohio State Water Day Arth Zem Coupon
6776fiWKK]
AAA
state
199.41200
199,41200
200,000.00
199,69800
maturity
07128115
none
06101/16
Texas Stale
882723BT5
AAA
slate
211,414.00
211,414.00
200,00000
0.000%
205,738.00
semi- annual
01114/15
none
08101118
Fed Home Ln Ml Corp Zero Cpn
3134A1HH6
AAA
US
239,277.60
239,277.60
240,000.00
239,940.00
maturity
1204114
none
12101115
10,192,227.87
Amex Centurion Bank
02587DE61
CD
248,000.00
248,000.00
248,001
0.900%
247,97520
semi - annual
10/28/15
04128116
01
Capital One
74042E400
CD
248,000.00
248.000.00
248.000.00
1.150%
247,838.80
semi - annual
04115/15
01115116
07/1]11]
Valley Cent Sygs Bk Reading OH_ _
9191
CD
150,000.00
150,000.00
150,000.00
1.250%
149,926.50
monthly
12122/14
01122/15
12122/17
NCB Savings Bank FSB
628825JN2
CD
10000000
100,00000
100000.00
1.500%
99,962.00
semi - annual
07/25/14
0125115
07125118
Barclays Bank
06740KHB6
CD
247,000.00
247,000.00
247,000.00
2.050%
247,854.62
semi - annual
07103/14
01/02115
07102/19
Synchrony Bank
87164WBT4
CD
247,00000
247001
247,001
2050%
247,706.42
semi - annual
07111114
01111115
07/11/19
PnvalusBank &Treat Co
74267GU08
CD
247,000.00
247000.00
247,000.00
2.000°/
247,63232
semi - annual
07121114
01121115
07122/19
Goldman Sachs Bank USA
38147JU59
CD
247,000.00
247,000.00
24700000
2050%
247271.70
semi - annual
07123114
01123115
07123119
Bangor Savings Bank
060243DV1
CO
245,000.00
245,000.00
245,000.00
1.000%
245,390.45
semi - annual
07130114
01130115
07130119
Victory Bank
926441LAB8
CD
247,00000
247,000.00
247000.00
2,000%
24],177.84
semi-annual
09124114
03124115
09124119
Third Federal Say &Loan
88413QAWB
CO
128,00000
128,00000
128,000.00
2.000°/
128,35840
semi - annual
11124114
D5IT4I15
11125119
Celtic Bank
15118RJM0
GD
247,000.00
247,000.00
247,000.00
2.050°h
249,001
semi-annual
12120113
06120114
12120/19
Stearns Bank NA
857894PB9
CD
247,000.00
247,00000
247,00000
1.000 %
247,595.27
semi - annual
12128114
08126115
12/26119
Citizens Alliance Bank
17318LAP9
CD
249,000.00
249,000.00
249.000.00
2.000%
249,948.89
monthly
06127114
07/27/14
06/26/20
Enerbank USA
29266NA31
CD
249,000.00
249,00000
249,00000
2.100%
249,886.44
monthly
07118114
01
07120/20
Elbow Lake MN
284281 KCS
A
local
170,045.70
1]0,045]0
165,000.00
2.750%
1]0,51].60
semi - annual
1210&14
none
12/01/19
Oshkosh Wis Stone Wlr Util
68825RBD1
At
local
101,003.00
101,003.00
100000. DO
3250%
103.277.00
semi - annual
10/05/10
05101111
05/01/18
Oneida County NV
6824543R2
At
local
114,388.00
91,510.40
100,000.00
6.250%
86,51280
semi - annual
08116/10
none
04115119
Junction City Kansas
481502F72
AS
local
101,558.00
101,558.00
100,000.00
5500%
110,50200
semi - annua1
01
03101109
09101118
Augusta ME
051411ND4
A3
local
16,875.00
16,875.00
15,000.00
5.250%
15,528.30
semi- annual
03107/12
none
10101117
Chaska MN
161664DU8
AA
local
78434.00
78,434.00
]500000
2000%
76,009.50
semi- annual
08/15/13
_
08/01114
12/01116
North Mankato MN POR Auth COm
660760AG4
AA
local
107,657.00
107,69.00
100,000.00
4.000%
103,025.00
semi - annual
09120113
none
02101117
Philadelphia PA Aulh Zero Coupon
71781LBJ7
AA
local
161100.00
161 70000
245,000.00
238,656.95
maturity
01112110
none
04115117
Rice Only MN
762698GK8
AA
local
45,466.80
45466.80
40,000.00
4.400%
43,819.20
semi - annual
03107112
none
02101119
Racine At
750621604
AA
local
101,792.00
101,79200
100,000.00
2.100°/
102,04000
semi - annual
01124112
06101112
06101118
Minnelrisla MN
604229KE3
AA,
local
18000.00
10,06000
10,000.00
2.450146
10,011.00
semi - annual
10110113
08101114
02101119
Ramsey MN
757873PB6
AA.
local
158,8]].85
158,B7Z85
145000.00
4.500%
147,028.55
semi - annual
02116112
04101116
00101119
Stearns Co MN
857896MH4
AA«
local
27687500
276,875.00
250.001
_
4.500%
259,580.00
semi - annual
0411]113
none
06/01120
Osseo MN ISO #279
688443J27
AA
local
30,103.25
30,103.25
25,000.00
8.000%
28,572.25
semi-annual
12122111
none
02101/17
McKinney TX
581646V91
AA1
local
126,858.25
126,85625
125.01
1.472%
126,062.50
semi - annual
05120115
none
DWl Wl7
Dane County Al
2360971,92
A47
local
106,48].00
108,487.00
100,000.00
2.450%
102,5411.00
semi - annual
06116112
none
12/01117
Minneapolis MN
60374VF93
AA7
local
220,938.00
220,938.00
200.000.00
4.000%
214,110.00
semi - annual
03104114
none
01
King Cnty WA
49474E31.5
AA7
local
224,634.00
224,634.00
200,000.00
semi - annual
03127112
none
12101/18
3.98056
214,094.00
1,444,168.20 State
239,940.00 US
Less Than 1 Year
3,353,529.35 CD
October 20151n arstment Detail
Description
Lusip Numher
Credit
ReUng
Type
Purchase
Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Interest Paid
Dale
Acquired
Coupon
Date
Maturity
Due Data
Minneapolis MN
80374YS73
AAl
local
111,898.00
111,898.00
100,000.00
3.25
106,53100
semi - annual
06JOW12
12101/11
12/01118
Cedar Rapids IA
150528RM7
AAi
local
21],8]200
21 ],fi]200
200.000.00
3.001
210,788.00
semi-annual
06111/13
12101/13
08101119
Minneapolis MN
60374YS81
AA1
local
278,632.50
2]8,632.50
250,000.00
3500%
269,017.50
semi - annual
02/26/13
none
12/01/19
Middleton Wl
596782RX2
AA1
local
106,87800
106.879.00
100.000.00
3.750%
106,261.00
semi - annual
02124115
none
09101120
Buffalo MN ISD#877
119655PS1
AA2
local
264,25000
264,250.00
250,000.00
4050%
259,827.50
semi - annual
03110115
none
02/01117
Waterloo IA
941647KEB
AA2
Local
105,594,00
105,594.00
100.000.00
3.500%
163,585.00
semiannual
02124115
none
06101117
Prior Lake MN
742617C87
AA2
local
230,000.00
230,000.00
230,000.00
1.000%
229,]4).00
semi - annual
05114115
12115115
12115117
Hopkins Minn IDS #270
439881 HCO
AA2
local
95,2]8.40
95,27840
8000000
5.250%
86,813.60
semi - annual
04130112
08/01/09
02/01/18
Scott County IA
00948fiEZ2
AA2
local
114,450.33
112,617.00
100,000.00
4.400%
105,95700
semi- annual
10/31112
12101112
06101118
Orange Beach ALA
68406PHFI
AA2
local
241,689.60
241,68980
240,00000
4.400%
255,432.00
semi - annual
OW05110
02101/11
02101119
Waterloo IA
941647PA1
AA2
local
50,559.50
51
50,00000
2.000%
50,951.97
semi- annual
06127/13
12101/13
08/01119
Western Lake Superior MN
9585229704
AA2
local
100.000.00
100,000.00
10000000
3.15D°h
104,910.00
semi - annua1
08118111
04101112
10101119
Portsmouth VA
73723RSLB
AA2
local
286,268.00
286,26800
295,000.00
2400°/
303,696.60
semi- annual
07117113
02101114
02/01120
Brunswick Cnly
117061VH1
AA2
local
108,96).10
108,967.10
110,000.00
1.740%
109,937.30
semi- annual
08121115
none
01
Kane McHenry Cook B De Kalb Zero Con
484080MB9
AA3
local
157328.00
157,328.00
200,000.00
18,584.00
maturity
07116112
none
12/01/18
Moorhead MN
6161412R7
AA3
local
10882000
108,820.00
100,000.00
3.800%
102,444.00
semiannual
11/14111
none
02101120
Davenport Iowa
230308GS5
AA3
local
111,948.00
111,948.00
100,000.00
4850%
104,94).00
semi- annual
09/13111
none
06101120
Maple Grove MN
56516PNY5
AAA
local
230,52040
23052040
220.000.00
2.000%
222,554.20
semi - annual
01110/13
08/01/13
02/01117
Ramsey Cnty, AN
751622JG7
AAA
local
100,000.00
100,000.00
0 _0
100,000.00
0 _
1.130%
100.024.00
semi - annual
08112/14
02101/15
02101117
Tennessee Valley Auth
8801
AAA
local
93,153.11
93,15111
85,000.00
5.500%
91,743.05
semi- annual
06101109
01/18108
07/18117
Washington County MN
9377911,14
AAA
local
115,000.00
115,000.00
115,000.00
3.750%
118,95140
semi - annual
07101/10
01101/11
01101118
Saint Louis Park MN
79174pWC3
AAA
local
112,114.00
11211400
100,000.00
3.850%
105,744.00
semi - annual
12122111
none
02101118
Brownsville TX ISO Zero Coupon
116421E46
AAA
local
229,640.00
229,640.00
250,000.00
239,905.00
maturity
06126113
more
08/15/18
Minnetonka MN ISD #276
604195RA7
AAA
Label
37,433.20
3743320
35,000.00
3.100%
3,068.80
semi - annual
12122111
none
02101119
Palm Beach Cnty FLA
696497TR7
AAA
local
256,504.60
256,504.60
220,000.00
5898%
240.174.00
semi - annual
07106111
none
06101119
Tenn Val Aulh Cpn Strip Zero Can
88059EWZ3
AAA
ideal
262,890.00
262890.00
300,000.00
281,991.00
maturity
12127/13
none
06115,19
Norwalk Conn
668844059
AAA
local
122,464.80
122,464.80
120,000.00
4050%
128,60040
semi - annual
MIN110
08101111
0 1
Greensboro NC
39546OV21
AAA
local
36683280
366,832.80
360,000.00
3.263%
376,495.20
semi - annual
07116111
none
10,01/19
Woodbury MN
97913PC07
AAA
local
123,03].35
123,037.35
115,000.00
3.250%
118,268.30
semi - annual
12122111
none
02101/20
Dallas TX aunt Son Dist
235308OK2
AAA
local
116,900.00
116,900.00
100,00000
44507,
109,723.00
semiannual
04116112
01
02/15/20
Tenn Valley AUlh Zero Cpn
88059EHD9
AAA
local
263.970.00
263,970.00
300,000.00
2]4,3)7.00
maturity
03111113
none
05/01120
Tenn Val Anth Cpn Strip Zero Con
88059EMX9
AAA
local
88,133.00
88133.00
100,000.00
90,965.00
maturity
03118113
none
07115/20
Washington Stale
939758DL9
AA
stale
205,80400
205,804.00
200,00000
4.50(1
213,5480p
semi - annual
01124112
04101112
10101118
Massachusetts State
57582P2T6
AA
state
199,744.00
199,744.00
200,000.00
2.090%
203,34000
semi - annual
12117114
11/01114
01 8
Mississippi 51a1e
605581808
AA2
state
25,000.00
25,001
25.00000
1.116%
25,125.00
semi - annual
01
none
12/01118
Minnesota St Colleges SUniv
fi0414FPJ3
AA2
state
100.000.00
100,1%1000
100,000.00
2.000°b
100,16200
semi - annual
02/2 &15
10101/15
10/01/20
w
Tennessee State
88054101
AAA
state
201,894.00
201.89400
200,000.00
2.326%
204,852.00
semi- annual
10/28/11
02101/12
01
Georgia State
373384R01
AAA
stale
26,74250
26]42.50
25,000.00
2.970%
26,100.00
semi- annual
02108112
none
10101/18
Texas State
882722,51
PAA
stale
103,089.00
103,011
100,00000
2.894%
104,476.00
OW10111
04101112
10101118
semi- annual
Fed Nall Mlg Assn
3136G1YP8
AAA
US
130.130.00
130,130.00
130,000.00
0.800%
130,098.20
semi- annual
07/08115
none
12130118
Fed Farm Credit Bank
3733FATE0
PAA
U$
99,647.00
99,84700
100,000.00
0800%
100,121.00
semi- annual
11/04/13
12/08,12
06108117
Fed Farm Credit Bank
3133ECFA7
AAA
US
100,00000
100,000.00
100,000.00
1080%
100,004.00
semi- annual
02/13/13
08113/13
02113118
Fed Home Ln MO Corp
3134G46D5
AAA
US
198,000.00
198,000.00
200,000.00
1 200%
199)20.00
semi annual
01
12112,13
06112118
7,382,865.00 local
877,601.00 state
Description
I Home Ln Map Corp Met Term Note
I Farm Credit Bank
I Natl Mtg Assn
all Mtg Assn
I Farm Credit Bank
:SP Strip Principal Zero Coupon
I Home Ln Bank
I Farm Credit Bank
Natl Mtg Assn Remic
0 Strip Pan Zero Coupon
0 Strip Pmt Zero Coupon
0 Strip Cpn-E Zero Coupon
0 Strip Cpn Zero Coupon
Home Ln Mlg Corp
0 Strip Cpnl3 Zero Coupon
0 Strip Cpn Zen Coupon
Cal Number Credit
Rating
3734G3ZK9 AAA
31331Y4S6 AAA
31361 AAA
3136GOY70 AAA
3133EC5NO AAA
76116FAA5 AAA
313OA3XL3 AAA
3133ECQ64 AAA
31393EAL3 - - --
31771KAC1
31T 1EA03
31771JXM7-
31771EAA9
31393VM _3VM
07
31]]7C2G9
AN
20,000.00
1616636S3
SO Sch Dist 417-2
100,000.00
606687EHO
sta MN
40,000.00
604229KG8
ay MN ISD #31
75,000.00
39678LDF6
sta MN
200.000.00
604229KJ2
Minn
20,000.00
80465PAN4
y Minn ISO #813
100,00000
508084OW7
wall A Area County Col
250097H21
) is MN
60374YG68
mlis MN
60374YG76
be MN ISD #206
015131 L06
AN
264438ZL9
11 rWis
966204KA5
Cnty, TN
420218PL7
nka MN ISO #276
604195PO4
rk St Mtge Agy
64988RHGO
us ON
199492CS6
tot St Hi Fin Agy Taxable
60415NE24
R Dept Environmental
3416OWUAO
Stake
91
not Ln Mi9 Corp
3128X4S36
asca County Minn
Alaa Minn ISD #912
October 20151nuestment Detail
type Purchase Carrying Cost Maturity Interest
yP Price g Amount Rate
US 200,000m 200,001 200,000.00 1200
US 114,00000 114000.00 100,000.00 5.050
US 294,991 294,999.00 300,000.00 1375'
US 199,300.00 199,300.00 200,000.00 1.080'
US 99.587.00 99,587.00 100,000.00 1250
US 185,568.00 185,561 200,000.00
us 99,500.00 99,500.00 100000.00 1.5o0'
US 191,812.00 191,812.00 200,000.00 1740'
US 204,187 50 9,157.32 8,969.52 4.500'
US 295,932.00 295,932.00 300,000.00
US 194,572.00 194,572.00 200.00.00
US 215452.16 215,452.16 224,000.00
US 236,235.00 236,23500 250,000.00
US 15365625 5.039.04 4,919.12 4.500'
US 93,140.00 93,140.0 100,000.00
US 94,480.00 94,48000 106,000.06
AA laal 115,122.70
AA lose 116,70200
AA, loal 161,038.40
AA, lose 2],593.50
AA+ loal 40,01W.00
AA+ local 198,018.00
AA+ local 103,933.00
AA1 local 50,606.00
AA1 local 110,419.00
AA1 local 72,201.35
AA2 local 279,760 50
AA2 tool 29,767.20
AA3 local 109,541.00
AA3 local 111 480.00
AAA local 23,491.73
AAA local 100,00000
AAA local 39,956.40
AAk State 75,562.50
AA3 state 217,800.00
AAA State 22,126.00
AAA US 105,712.00
115,122.70 110, 000.00
116.702.00 100, 000.00
161,038.40 160,00000
27.593.50 25,OW.00
40,000.00 4000000
198.018.00 200,000.00
103,933.00 100,000.0
50,606.00 50,000.00
110,419.00 100,000.00
]2201.35 65,000 W
279.760.50 2]0,000.00
29,767.20 30,000.00
109,541 00 100,00().W
23,01640
20,000.00
6.:
100.06000
100,000.00
2.:
39,956.40
40,000.00
2.1
75,562.06
75,000.00
(1
217,800.0)
200.000.00
6:
22,126.06
20,000.00
4.1
105,71210
100,00000
54
Current Market Interest Paid
Value
200,022.00 semi - annual
110,52400 semi-annual
300,309.00 semi- annual
199,248.00 semi- annual
100,005.00 semi- annual
186,814.00 maturity
89.766.00 semi - annual
200,016.00 semi - annual
- - -9,266 14 monthly
294,708.00 matunty
196,490.00 maturity
219,441.60 maturity
242,347.50 maturity
5,078.01 monthly
95,389.00 maturity
94601.00 maturity
14,697,961.80 -
114,268.00 semi-annual
110,373.00 semi - annual
160,156.80 semi - annual
27,599.00 semi - annual
40,045.60 semi -annual
210,992.00 semi - annual
105,550.00 semi - annual
51,634.50 scou,notol
108445.00 semi-annual
70,483.40 semi-annual
27361 semi - annual
29,013.60 semi - annual
112,24000 semi - annual
105.81100 semi - annual
20,194.80 semi - annual
99,22000 semi - annual
40,575.20 semi - annual
75,399.00 semi - annual
224,444.00 semi- annual
101,858.00 1 semi- annual
50% 104,181.06 semi- annual
50°/ - 10],4]4.06 11 semi- annual
Dale Coupon Maturity
Acquired Date Due Date
07130112 01130/13 07/30/18
09/11113 none 08/01/18
12/05113 12/28/12 12/28/18
10/30/12 01130113 01130119
01107/13 03/04113 03/04119
07122/15 none 10115H9
07122/15 081 02/10120
07123113 11/21/13 OW21120
07130103 none 0625/18
10/23115 none 10108/17
03/16115 none 10/06/17
12/11114 none 11/02/17
06/09/14 none 05/11/18
08/30/03 W /15118
12129/14 none 12/27/18
04/17115 none 02101/19
09/08114 none 02/01124
12120111 06115/19 06/15124
10/10113 08/01/14 91
07109113 none 03/15121
10110113 08/01/14 02/01123
06/17110 02101111 OW01/24
05/11/11 none 02/0125
11110/14 12/01/14 98/0121
10/31111 none OW01/23
12/09114 none OW01124
01/21115 none 02/01123
12105112 OW01/13 02/01125
06 109111 none - 12/01/20
03/13112 none 05101124
111IW12 none 01101121
10127/15 04101116 10101/21
02120115 none 12/01121
07/2710(5 01101107 07101123
08/30/10 07/01/10 07101122
02107112 none 06101121
01126/15 none 03117121
none 1 02101128
now 0210112]
3,083,966145 US
- 5 Years
1,680,295.50 local
321,430.W state
101,858.0) US
-10 Years
I
I
598699NT9.I
AA-
local
1 06,941.06
106 941.0).1-
100,W000
Current Market Interest Paid
Value
200,022.00 semi - annual
110,52400 semi-annual
300,309.00 semi- annual
199,248.00 semi- annual
100,005.00 semi- annual
186,814.00 maturity
89.766.00 semi - annual
200,016.00 semi - annual
- - -9,266 14 monthly
294,708.00 matunty
196,490.00 maturity
219,441.60 maturity
242,347.50 maturity
5,078.01 monthly
95,389.00 maturity
94601.00 maturity
14,697,961.80 -
114,268.00 semi-annual
110,373.00 semi - annual
160,156.80 semi - annual
27,599.00 semi - annual
40,045.60 semi -annual
210,992.00 semi - annual
105,550.00 semi - annual
51,634.50 scou,notol
108445.00 semi-annual
70,483.40 semi-annual
27361 semi - annual
29,013.60 semi - annual
112,24000 semi - annual
105.81100 semi - annual
20,194.80 semi - annual
99,22000 semi - annual
40,575.20 semi - annual
75,399.00 semi - annual
224,444.00 semi- annual
101,858.00 1 semi- annual
50% 104,181.06 semi- annual
50°/ - 10],4]4.06 11 semi- annual
Dale Coupon Maturity
Acquired Date Due Date
07130112 01130/13 07/30/18
09/11113 none 08/01/18
12/05113 12/28/12 12/28/18
10/30/12 01130113 01130119
01107/13 03/04113 03/04119
07122/15 none 10115H9
07122/15 081 02/10120
07123113 11/21/13 OW21120
07130103 none 0625/18
10/23115 none 10108/17
03/16115 none 10/06/17
12/11114 none 11/02/17
06/09/14 none 05/11/18
08/30/03 W /15118
12129/14 none 12/27/18
04/17115 none 02101/19
09/08114 none 02/01124
12120111 06115/19 06/15124
10/10113 08/01/14 91
07109113 none 03/15121
10110113 08/01/14 02/01123
06/17110 02101111 OW01/24
05/11/11 none 02/0125
11110/14 12/01/14 98/0121
10/31111 none OW01/23
12/09114 none OW01124
01/21115 none 02/01123
12105112 OW01/13 02/01125
06 109111 none - 12/01/20
03/13112 none 05101124
111IW12 none 01101121
10127/15 04101116 10101/21
02120115 none 12/01121
07/2710(5 01101107 07101123
08/30/10 07/01/10 07101122
02107112 none 06101121
01126/15 none 03117121
none 1 02101128
now 0210112]
3,083,966145 US
- 5 Years
1,680,295.50 local
321,430.W state
101,858.0) US
-10 Years
October 2015 Investment Detail
Description
Cusip Number
Credit
Rating
Type
Purchase
Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Interest Paid
Date
Acquired
Coupon
Data
Maturity
Due Date
Van Buren Mich Public Schools
91
AA1
local
102,150.00
102,]50.00
100,000.00
8430%
112,]2100
semi- annual
0)/1]109
11/01/09
05/01@9
Will County IL Cmnty Zero Coupon
969018QM9
AA2
local
159,09000
159,000.00
500,000.00
288,990.00
maturity
09 /25/09
none
11/01127
Tennessee Valley Arch SerE
880591CJ9
AAA
local
121,50000
121,500.00
100,000.00
6.750%
133,34300
s e mineri
03/19/09
none
11101125
Ice Deposit - National Sports Center
none
_
_..
local
250,000 00
250,000.00
250,00000
250,000.00
maturity
92/06108
none
01I01 /26
Fed Home Ln Bank
313381D51
AAA
US
93.75000
93,750.00
100,000.00
2.000%
95.058.00
semiannual
12/23/14
none
11/23/27
Fed Farm Credit Bank
31331 VLCB
AAA
US
108,030.45
108,030.45
100,000.00
5.250%
123,26800
semi - annual
02Y26I10
none
04121/28
1,215,035.00
28,208,18897
996,709.00 local
218,326.00 US
10F years
INVESTMENT SCHEDULE - Money Market Funds
October 31, 2015
Description
Current Market
Value
YTD Interest
W,
I Wells Fargo Government Money Market Fund
$1,992,805.51 $191.31
4Ni
1 14M 1
1,892.52 -
4M PLUS
1 14M Plus 1
3,100.71 -
Grand Total Money Market Funds 1 $1,997,798.74 1 $191.31
Updated: 11110/2015