HomeMy WebLinkAboutWK - November 27, 2018AC I T YO F
NDOVE
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
City Council Workshop
Tuesday, November 27, 2018
Council Chambers
Call to Order — 6:00 p.m.
2. Comprehensive Plan Update Discussion — Planning
(76 3) 755-5100
3. Update/Discuss Potential City Campus Master Plan Projects
A. Public Works — Engineering
B. Community Center—Administration
a. Discuss Referendum
4. Update of Community Gardens on Grace Lutheran Church Property — Engineering
5. 2019 Budget Development / 2019 Property Tax Levy Final Review Before Public Hearing
- Administration
6. 2018 Budget Progress Reports —Administration
2018 City Investments Review —Administration
8. Other Business
Closed Session
9. City Administrator Performance Appraisal
10. Adjournment
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755-5100
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
TO: Honorable Mayor and Councilmembers
c
CC: Jim Dickinson, City Administrator
Joe Janish, Community Developme ector
FROM: Stephanie L. Hanson, City Planner
SUBJECT: Discussion: 2018 Comprehensive Plan Update
DATE: November 27, 2018
Nal
DISCUSSION
As part of the 2018 Comprehensive Plan update, there have been changes to each Chapter. Staff
outlined the changes.
Chapter One: Foundation of the Comprehensive Plan
The chapter gives an overview of the community. Staff is required to update Metropolitan
Council's growth forecast for Andover.
Action Request: No action requested.
Chapter Two: Land Use Plan
This chapter defines the land uses and describes the growth management strategies that guide
future development.
Changes made:
The Metropolitan Council provides planning designations. Andover designations have been
updated to reflect the most current information from the Metropolitan Council: Emerging
Suburban Edge, Rural Residential and Diversified Rural.
Residential Land Use Districts: Each district has a table showing lot size, density, utilities,
zoning district and type of development.
Rural Residential (RR): Planned Unit Developments (PUD) have been allowed in the RR areas;
however, the table does not list a maximum PUD density as they do in the other land use
districts. Should a maximum PUD density be added to the RR land use district?
All other residential districts: There has been some discussions regarding the possibility of
changing maximum PUD densities. This will need to be discussed at the City Council level.
Urban and Rural Growth Forecast: Engineering Department updated the historical and projected
growth within both sewered and unsewered areas of the city. The forecasts were generated using
information from transportation analysis zones, a comparison of net buildable acreage to the
city's subdivision ordinance, the Sewer Staging Plan and the Metropolitan Council forecast
submitted to the City as part of the System Statement in September 2015.
Housing Plan: Staff updated the age of the Andover housing stock and updated Metropolitan
Council's determination of low- and moderate -income housing for Andover. Also, the
Metropolitan Council provided an Existing Housing Assessment that's been added to the plan.
Solar Protection Plan: The Metropolitan Council provided the City with the gross solar potential
and created a Solar Suitability map that has been added to the plan.
Action Request: Staff requests City Council discuss potential changes to the maximum PUD
densities in all residential districts and adding a maximum PUD density to the rural residential
land use district.
Chapter Three: Transportation Plan
On August 17, 2018, City Council approved the updated Transportation Plan.
Action Request: No action requested.
Chapter Four:
City Council approved the following documents associated with Chapter Four:
September 18, 2018 - Comprehensive Water System Plan
October 16, 2018 - Surface Water Management Plan
June 19, 2018 - Local Water Supply Plan
Action Request: No action requested.
Chapter Five: Parks and Open Space Plan
On January 16, 2018, City Council adopted the 2018 Park Dedication Study and Fee; which
incorporates the information in Chapter Five.
Action Request: No action requested.
Chapter Six: Implementation Plan
The Implementation Plan outlines the implementation programs needed to obtain the City goals,
objectives and policies. The implementation plan must provide enough detail to the Met Council
to determine if there are any impacts to or departures from regional plans and policies. The
implementation plan will ensure that regional systems and infrastructure investments are
protected, and the local plan includes the tools and resources necessary to carry out its vision.
As part of the Comprehensive Plan submittal, staff is required to add the following information
to the Implementation chapter:
Zoning District and Zoning Map;
Housing Plan; and,
Individual Sewage Treatment Systems.
Action Request: No action requested.
NEXT STEPS
After the City Council work session, the next steps in the process are as follows:
February 26, 2019: Open House for the public to review the Comprehensive Plan
March 26, 2019: Comprehensive Plan Public Hearing at the Planning and Zoning
Commission meeting
April 16, 2019: City Council review, approve, and authorize the submittal to the
Metropolitan Council.
ACTION REQUESTED
The City Council is requested to review, discuss and provide comments to staff.
c
Table of Contents
NOTE: Page numbers in the table of contents correspond with the actual number of
pages in this document and not the numbers listed at the bottom of the page due to
the combination of plans into one document.
Overview of the Comprehensive Plan.......................................................................... x
Chapter One: Foundation of the Comprehensive Plan............................................r
ChapterTwo: Land Use Plan.............................................................................x
ChapterThree: Transportation Plan......................................................................x
Chapter Four: Comprehensive Wastewater Plan............................................................x
Comprehensive Water System Plan .......................................... ..x
Surface Water Management Plan ............................................. ... x
Local Water Supply Plan........................................................... ..x
Chapter Five: Parks and Open Space Plan........................................................x
Chapter Six: Implementation Plan.....................................................................x
Chapter One: Foundation of the
Comprehensive Plan
NDOVE
2ol8Comprehensive Plan Update
Chapter One: Foundation of the Comprehensive Plan
Identity
Andover is primarily a residential community with established urban and rural
neighborhoods. Greater than ninety percent of the city's housing stock is owner
occupied. Families with school age children comprise the largest portions of Andover's
population. Residents value the rural character of the community, the local schools, the
park and trail system and their safe neighborhoods. These values have influenced the
policies of the city. Areas planned for urban development are balanced with rural areas
to allow the rural character of the community to be preserved. This growth pattern is
reflected in the Metropolitan Council's 2040 Regional Development Framework which
provides Andover with both Developing Community and Rural Residential planning area
designations. More information on these designations is provided in Chapter Two: Land
Use Plan.
As the city's population has grown, so has the demand for commercial development.
The result has been consistently strong occupancy of previously existing commercial
centers such as the Downtown Center, successful redevelopment of former industrial
properties into Andover Station and Andover Station North as well as expansion of the
commercial tax base to include neighborhood centers like Andover Clocktower
Commons and Hanson Commons.
Growth Forecast
The 2040 Regional Development Framework prepared by the Metropolitan
Council provides a population, household and employment forecast for each
community in the seven -county metropolitan area. The purpose of this
information is to determine how investments in regional systems will need to be
made to accommodate the growth forecasted for the region from 2018 to 2040.
Similarly, the city must plan and budget to ensure that local services, systems
and facilities can be provided to accommodate growth. The table below shows
Metropolitan Council growth forecasts.
Figure 1.1 Metropolitan Council Growth Forecast
Metropolitan Council Growth Forecast
Source: Metropolitan Council System Statement 2015
2010 actual
2014 est.
2020
2030
2040
Population
30,598
31,874
34,000
38,200
41,903
Households
9,811
10,273
11,400
13,500
15,403
Employment
4,669
5,051
5,400
5,800
6,200
C I T Y O i'
N66 2018 Comprehensive Plan Update
Goals, Objectives and Policies
The following pages describe the goals of the community and the strategies that are
employed to achieve them. The goals, objectives and policies are structured according
to the topic that they address. However, it is important to remember that these
statements are interrelated. As a result, the cause and effect for each topic must be
considered when decisions concerning the Comprehensive Plan are made. For the
purposes of this plan these terms are defined as follows:
Goal: A statement that expresses a desired outcome or state of affairs.
Objective: A statement that provides direction on how the goal will be achieved.
Policy: A specific action that will be taken or a general rule that will be applied to a
specific situation.
Overarching Goals, Objectives and Policies
Goal 1: Maintain and enhance the quality of life in Andover
Objective: Efficiently provide basic services to improve all aspects of the city that
contribute to quality of life including land use, public safety,
transportation, recreation, health, education, and resource preservation
Policy: Prepare, implement, periodically evaluate and update local controls such
as:
• Comprehensive Plan
• City Code
• Capital Improvement Plan
• Water Resource Management Plan
• Stormwater Pollution Prevention Program
• Park Improvement Plan
Objective: Preserve the rural character of the community
Policies:
• Preserve the Rural Residential Planning Area Designation Identified by the
Metropolitan Council 2040 Regional Development Framework
• Plan the efficient expansion of municipal sewer and water through
implementation of the Land Use Plan
Preserve natural areas through implementation of the Parks and Open Space
Plan
2
NDOVE
2018 Comprehensive Plan Update
Goal 2: Maintain a high degree of community planning and involvement
Objective: Ensure an open and accessible local government that is responsive to the
needs of residents
Policies:
• Provide access to information in a variety of forms including the newsletter,
official newspaper, web site and televised meetings
• Maintain healthy relationships with residents, businesses, community groups,
school districts, and government agencies to ensure all points of view are
represented
• Promote participation in citizen advisory committees
• Consider all available information and the potential impacts on all aspects of the
community when making land use decisions
• Maintain a mix of land uses, including schools, professional and medical office,
retail, community and park facilities to provide a vital node of activity in the
vicinity of City Hall
• Encourage resident involvement through the public hearing process and utilize a
variety of public hearing notification methods including direct mailing, publication
in the official newspaper and signs placed on subject properties
Goal 3: Maintain the Comprehensive Plan as a relevant official
document
Objective: Consider Comprehensive Plan amendments that better achieve the goals,
objectives and policies of the Comprehensive Plan
Policies:
• Adhere to the goals, objectives and policies of this Comprehensive Plan to
prevent incremental decision making that adversely affects the intent of the plan
• Review Comprehensive Plan text amendments with the following criteria:
o A public need for the proposed amendment can be identified
o The proposed amendment is the best way to satisfy that need
o The amendment is consistent with the goals, objectives and policies of the
Comprehensive Plan
3
kb—W2018 Comprehensive Plan Update
o The amendment is in the best interest of the City of Andover as
determined by the City Council
• Review Comprehensive Plan amendments concerning a proposed land use
change with the following criteria:
o Conditions have changed since the present land use designation was
established such to warrant the proposed amendment or the present land
use designation is in error
o The proposed land use is compatible with surrounding land uses and with
the goals, objectives and policies of the Comprehensive Plan
o There is capacity of public systems, facilities and services to serve the
proposed land use and capacity of these systems to serve other planned
land uses is not adversely affected
o Agreement can be reached for the applicant of the proposed land use to
pay for any increased capacity of public systems, facilities and services
required to serve the proposed land use
o Potential impacts by the proposed land use on natural resources including
vegetation, wetlands, floodplain and other natural features can be avoided
or sufficiently mitigated as determined by the City Council
o To ensure a transition or buffer between urban and rural residential zoning
districts
Land Use Goals, Objectives and Policies.
Goal 4: Allow residential growth while maintaining the quality of natural
resources and amenities
Objective: Clearly define areas for urban and rural residential development
Objective: Promote orderly growth to ensure efficient utilization and delivery of
community services
Objective: Prevent extension of infrastructure that is inconsistent with the
Comprehensive Plan
Objective: Work cooperatively with resource protection agencies and
organizations to minimize the impact of development on natural
resources and amenities
Objective: Create opportunities for the city to preserve open space
and natural amenities through review of development proposals
and implementation of the Parks and Open Space Plan
4
C 1 T 1' O F
��� 2018 Comprehensive Plan Update
Policies:
• Maintain a Municipal Urban Service Area (MUSA) Boundary to define the
boundary between the Developing Community and Rural Residential planning
area designations of the 2040 Regional Development Framework
• Stage urban development within the MUSA Boundary to ensure orderly growth
and cost-efficient expansion of infrastructure
• Review and update the staging plan periodically to address changes in times and
conditions
• Prohibit platting of property without municipal sewer and water within the MUSA
Boundary; except for properties that cannot be feasibly developed at an urban
capacity.
• Restrict lot splits without municipal sewer and water within the MUSA Boundary
• Encourage infill development within the MUSA Boundary with appropriate
transitions to existing neighborhoods
• Allow rural development outside of the MUSA Boundary consistent with the Rural
Residential Land Use Designation
• Require existing conditions information to be provided during the development
review process to allow evaluation of opportunities to preserve and protect
natural features and open space
• Engage local watershed management organizations and other appropriate
agencies and organizations in the review of development proposals
Goal 5: Encourage appropriate economic growth and redevelopment
Objective: Develop a diversified tax base through balanced development of
commercial, light industrial, and residential properties
Objective: Create a downtown area by aggregating commercial land uses
along Bunker Lake Boulevard between Hanson Boulevard and
Crosstown Boulevard
Objective: Select strategic locations for neighborhood and community
commercial sites and establish design performance standards for
such uses that promote quality site design and compatible land use
arrangements
Objective: Prevent the intensification of neighborhood commercial areas that
may negatively affect surrounding residential properties
CITY of
N66W2018 Comprehensive Plan Update
Policies:
• Maintain the existing commercial nodes along Hanson Boulevard, Bunker
Lake Boulevard, Round Lake Boulevard, Crosstown Drive and 7th Avenue as
cohesive, interrelated nodes of commercial activity
• Prevent fragmented, uncoordinated and linear commercial development
away from these locations
• Provide limited opportunities for commercial development in other areas of
the city only when demand is demonstrated with a professionally prepared
market study
• Ensure that new development and redevelopment has a positive impact on the
community by providing appropriate transitions and demonstrating compliance
with the City Code
• Promote redevelopment of existing industrial zones to accommodate industrial
development, enhance community appearance and tax base
• Allow limited industrial development within Andover Station North when the use,
site design, and building architecture are compatible with the existing and
planned uses within this commercial center
Goal: Protect and develop access for alternative energy systems
Objective: Preserve reasonable access to all parcels so that alternative forms of
energy can be used to supplement or replace conventional forms of
energy
Policies:
• Encourage and support educational programs and research that focuses on
alternative or renewable energy systems such as offered by Metro Cities,
University of Minnesota Extension Services, Minnesota Office of Environmental
Assistance, Anoka County and other organizations
• Encourage the possible use of solar energy in future housing developments
• Encourage future site and building plans to design for efficient use of solar
energy including such elements as the location of windows, shade trees,
windows, and driveways
Goal: Reduce maintenance and energy costs for public facilities and
infrastructure
Is
C I T Y O P �
NDOVE 2018 Comprehensive Plan Update
Objective: Where feasible, use low energy design elements for future public facilities
and infrastructure development
Policy:
• Explore alternative energy sources when replacing systems in public facilities
Housing Goals, Objectives and Policies
Goal: Provide a variety of housing types to accommodate the life
cycle needs of all residents
Goal: Remain responsive to housing market demands through
implementation of the Land Use Plan
Objective: Utilize th e existing housing stock to provide a portion of the
affordable housing demand projected by the Metropolitan Council
Objective: Utilize local controls to provide opportunities for a variety of housing
types, including affordable housing
Objective: Continue to work with agencies that provide affordable housing and
housing for residents with special needs
Policies:
• Work with property owners to identify sources of funding for home improvements
to prevent deterioration of the city's older homes
• Support Anoka County's efforts to implement the Five -Year Consolidated Plan
• Utilize the planned unit development review process for medium and high-density
residential projects to encourage more efficient allocation of density and intensity
of land use and get higher quality development while providing amenities not
otherwise achievable with existing zoning classes.
• Support public service agency applications for the Community Development
Block Grant Program
C I T Y O P
NDOVE 2018 Comprehensive Plan Update
Transportation Goals, Objectives and Policies
Goal: Provide a safe and efficient transportation system that is cost
effective and serves the existing and future access and mobility
needs of the City
Objective: Ensure adequate internal and external transportation access and links
for efficient movement of people and goods
Objective: Provide a transportation system that enhances quality economic
development within the City
Objective: Provide a transportation system that meets the varied needs of
Andover residents
Objective: Consider the mobility needs of all persons in the planning and
development of the transportation system
Policies:
• Provide for early and continuing citizen involvement in transportation planning
and implementation of projects
• Provide a roadway system within a functional hierarchy that accommodates
existing and future travel demands by providing the necessary design features to
satisfy the roadway's intended use
• Provide sufficient roadway capacity through the construction of transportation
system improvements that accommodate existing and future demand
• Require construction of transportation system improvements in conjunction with
new developments when the need is created by the new development
Require payment for future transportation improvements as a part of
development approval proportionate to the demand created by new
developments
• Ensure that all components of the transportation system are maintained and
developed to the highest standards to insure against detrimental impact upon
community growth
• Utilize the Capital Improvement Plan to schedule projects that increase public
safety by minimizing hazards and correcting poorly designed intersections and
access points
CITI 04'
NDOVE 2018 Comprehensive Plan Update
Goal: Provide a coordinated transportation system that is compatible
with adjacent municipality, Anoka County, Metropolitan Council
and State of Minnesota transportation plans
Objective: Coordinate transportation planning and transportation system
improvements with other government agencies to increase
efficiencies
Objective: Increase opportunities for funding of local transportation system
improvements from federal, state and county funding sources
Policies:
Coordinate grant applications and other funding requests, when appropriate, with
neighboring municipalities, as well as state, regional and county agencies
Coordinate participation of Anoka County and adjacent cities, where appropriate,
in the provision of Transportation Plan elements
Goal: Provide multi -modal transportation options whenever and
wherever feasible and advantageous
Objective: Periodically evaluate potential ridership and feasibility of joining the
Metropolitan Transit Taxing District to provide additional transit options for
Andover residents
Policies:
Identify locations for park and ride facilities and preserve the ability to implement
these facilities in the future
• Promote ridesharing and increased vehicle occupancies throughout the City
Goal: Minimize impacts of the transportation system on the natural
environment
Objective: Ensure environmentally sensitive implementation of the
transportation system through the planning, design and
construction of improvements
Objective: Consider the impacts of improvements to the existing transportation
system on land use, environmental, social, historic, and cultural resources
C` b
2018 Comprehensive Plan Update
Policies:
• Adhere to best management practices and all components of the Implementation
Plan during the planning, construction and maintenance of the transportation
system
• Separate non -motorized traffic from arterial and collector roadways
• Encourage joint parking facilities to conserve land
Goal: Enhance accessibility by providing an interconnected multi- use
trail system
Objective: Provide an accessible trail system that links residential
neighborhoods, commercial developments, and park areas
Objective: Utilize multiple funding sources to complete the regional and local trail
systems
Objective: Coordinate trail construction with street improvement projects, new
development, expansion and redevelopment projects
Policies:
• Maintain a map of existing and future local and regional trails and coordinate trail
planning, construction and maintenance in the Capital Improvement Plan
• Fund regional trail system improvements adjacent to residential properties with
trail fees collected from new residential developments
• Require regional trail construction adjacent to commercial and industrial
properties, where shown on the trails plan, in conjunction with development,
expansion and redevelopment projects
Require local trail construction adjacent to residential, commercial and industrial
properties, where shown on the trails plan, in conjunction with development,
expansion and redevelopment projects
• Develop trails in accordance with the American Association of State Highway
Transportation Officials (AASHTO) standards
• Coordinate trail and sidewalk improvements, where appropriate, with Anoka
County and neighboring cities
10
C 1 T l' O F
NW9 2018 Comprehensive Plan Update
Water Resources Goals, Objectives and Policies
These goals, objectives and policies are included within the City of Andover Water
Resource Management Plan and Water Supply Plan. These are separate documents
that have been adopted as a component of the Comprehensive Plan.
Parks and Open Space Goals, Objectives and Policies
Goal 1: Provide parks and facilities that meet present park needs and
plan for the future needs of the city
Objectives:
a. Maintain and upgrade current park facilities
b. Evaluate existing conditions and future growth projections to determine
the types of parks and facilities needed to complete the park system
C. Provide more passive recreation opportunities
d. Provide for a balance among active and passive recreation areas and
activities
e. Provide recreation facilities for all age groups and abilities within the city
f. Design and maintain recreation areas with appropriate lighting,
landscaping, parking, and shelter design
g. Consider the Site Selection Criteria established in the Parks and Open
Space Plan and the standards of the National Recreation and Park
Association in the planning and design of the park system
Policies:
• Implement a maintenance schedule for the grounds and facilities within the current
park system
• Aggregate resources from local, state and federal sources to complete planned
improvements as scheduled in the Capital Improvement Plan
• Maintain and Update the Park Study as a guide for the number, size, type and
location of parks and facilities needed to complete the park system to serve the
needs of residents
11
kbA-
2018 Comprehensive Plan Update
• Accept only lands suitable for park and recreation purposes as fulfillment of the
parkland dedication requirements.
• Utilize the Capital Improvement Plan to schedule replacement of existing park
facilities and installation of new facilities
• Utilize the Park and Recreation Commission to advise the Council on matters
relating to parks, recreation and park facilities
• Provide regulations and policies for park use and park dedication
• Consider the adopted Guidelines for Field Usage by Youth Athletic Associations
• Work cooperatively with other organizations and government agencies to
enhance local and regional park systems
Goal 2: Promote, protect, preserve and enhance the City's natural
and open space for the enjoyment of residents, protection of
water and air quality and the preservation of wildlife habitat
Objectives:
Consider development of passive, nature -related recreation or
conservancy areas on sites found to be suitable for these purposes
b. Identify appropriate areas for preservation through analysis of
natural features, the Site Selection Criteria established in the Parks
and Open Space Plan and the Land Use Plan
C. Plan for and Provide connections with the park and trail systems in a
manner that both preserves and allows public enjoyment of natural areas
d. Seek to provide buffer areas adjacent to significant natural resources and
parks
Policies:
• Work collaboratively with property owners in the preservation of open space
• Permanently protect open space with conservation easements, even when fee
title acquisition and other methods are used.
• Prepare, implement and monitor the effectiveness of conservation plans that
address the specific characteristics of the various types of natural areas
• Utilize the Open Space Advisory Commission to advise the Council on matters
concerning preservation of open space
12
MOVE
2018 Comprehensive Plan Update
• Prevent incompatible land uses from locating adjacent to parks and
open space areas through implementation of the Land Use Plan
and zoning regulations
Work cooperatively with other organizations and government agencies to
acquire and enhance open space areas within the city
Chapter Two: Land Use Plan
Cl\LO11
2018 Comprehensive Plan Update
Chapter Two: Land Use Plan
This chapter defines the different land uses that presently exist in Andover and describes
the growth management strategies that guide future development. Specific goals,
policies and objectives are provided in Chapter One: Foundation of the Comprehensive
Plan.
Metropolitan Council Planning Area Designations
The Metropolitan Council provides generalized geographic planning designations in the
2040 Regional Development Framework. As shown in Figures 2.1 and 2.1A, Andover
contains twG three such designations: Emerging Suburban
Edge, Rural Residential and Diversified Rural. The Metropolitan Council defines these
designations as follows:
Emerging Suburban Edge — communities include cities, townships and portions of both
that are in the early stages of transitioning into urbanized levels of development.
Emerging Suburban Edge communities are expected to plan for forecasted population
and household growth at average densities of at least 3-5 units per acre for new
development and redevelopment. It is important to note that density is calculated after
land that cannot be developed is deducted from the total acreage. These deductions
include wetlands, floodplains, water bodies, open spaces, arterial road right -of way and
other areas that are restricted from development by applicable land use regulations. In
addition, Emerging Suburban Edge communities are expected to target opportunities
for more intensive development near regional transit investments at densities and in a
manner articulated in the 2040 Transportation Policy Plan.
Rural Residential — lands area ideRtif ed ^ GGFRML4R4ie6 (Ham Lake n..,aoyer, Enver
that are currently developed at one unit per 2
to 2'/z acres or less, with no plans to provide urban infrastructure such as centralized
wastewater treatment.
Diversified Rural — communities are home to a variety of farm and nonfarm land uses
including large -lot residential, clustered housing, hobby farms and agricultural uses.
Diversified Rural communities are expected to plan for growth not to exceed forecasts
and in patterns that do not exceed 4 units per 40 acres. In addition, Diversified Rural
communities are expected to manage land uses to prevent premature demand on
extension of urban services so that existing service levels will meet service needs.
Figure 2.1
--------�-----------------i
Twin Cities Metropolitan Area -
ThriveMSP 2040
Community Designations Co U NoCi7I L
ANOKA
t
jT' I WASHINGTON
c I I RAMS,EYE i
HENNEPIN
_.. ,H, 1
F.
Pn
T.
P , .
I
I
-„ e
S OTT
k„w
J
GR--------------- --=--------- - -
,. .. 10 15 20 A012018
Miles
Community Designations
Urban Service Areas Rural Service Areas L_ ! County Boundaries
Urban Center Rural Center City and Township Boundaries
Urban - Diversified Rural _ Lakes and Rivers
Suburban Rural Residential
Suburban Edge — Agricultural
Emerging Suburban Edge
Hanover, New Prague, Northfield, and Rockford are outside the Council's planning authority.
Community Designations
City of Andover, Anoka County
Figure 2.1A
Andover Designations
Community Designations
Outside Council planning authority Emerging Suburban Edge
- Agricultural Suburban Edge
Rural Residential Suburban
�i Diversified Rural - Urban
® Rural Center - Urban Center
County Boundaries
-- j City and Township Boundaries
Lakes and Major Rivers
1
Nowthen
�
j
i
Oak I
East
I
I
'
1
!
I
I
I '
Grove i
I
I
I
Bethel
1
�
1
j'---------------------------------------1--'
1
1
1
I
I
' 1 ,
1
I
1
I
Andover
�
Ramsey
Ham Lake
.j
Ia
Anoka i
........................................
Rogers
I
i
Dayton
Coon
Rapids
Blaine
I Champlin �;
!
I
i ;
Brooklyn — "NI.
Circle
Park
Community Designations
Outside Council planning authority Emerging Suburban Edge
- Agricultural Suburban Edge
Rural Residential Suburban
�i Diversified Rural - Urban
® Rural Center - Urban Center
County Boundaries
-- j City and Township Boundaries
Lakes and Major Rivers
Land Use Maps
Figure 2.2 illustrates how properties are presently used based on land use categories
provided by the Metropolitan Council. This map is intended to illustrate present land use
conditions and does not regulate land use or assign land use designations to properties.
nef.,aie..g Few the Gatege.ies Of eX*St*Rg land use ayided i„ Fig Fe 2.2A. Figure 2.3
is the Existing Land Use Map. This map provides the land use designation for each
property in the city PFi0F tG the adGptiGR of the 2008 COMPFeheRSiVe Plan Update. Figure
2.4 is the Future Land Use Map. This map will become the official land use map of the
city when the 2018 Comprehensive Plan Update is adopted. The city's land use
designations guide how each property can be developed as defined in the City of
Andover Land Use Districts. Changes in land use designations require a public hearing
and approval by the City Council and Metropolitan Council; a process referred to as a
Comprehensive Plan Amendment. The criteria for reviewing land use changes are
provided in the land use goals, objectives and policies of Chapter One: Foundation of
the Comprehensive Plan.
City of Andover Land Use Districts
Land use districts are established to ensure compatible development and to protect
natural resources and amenities. The district definitions provided below are intended to
state their purpose, provide location criteria and describe the relationship of each district
with other land uses.
RESIDENTIAL LAND USE DISTRICTS
Rural Reserve Residential (RRR) District was designated as an area of approximately
one thousand acres in size, in which approximately 380 acres appears to be
developable. This area is reserved to accommodate future urban growth beyond the
previously planned Municipal Urban Service Area (MUSA). This area is restricted from
urban development until a master plan has been approved and municipal sewer and
water can be constructed to serve the area. The city prohibits lot splits and subdivisions
of less than one parcel per ten acres to prevent this area from rural residential
development that would preclude orderly MUSA expansion.
There are opportunities to allow for rural residential lot splits of 5 acres minimum in
situations which ensure that much of the residual land be preserved for future
economical urban development. A new zoning district that reflects the recommended
base and density options, lot sizes and typical uses is needed to implement this plan
category. Provisions in the ordinance must be addressed at the time of the lot split or
subdivision. Planning tools that would need to be considered in the ordinance include
requirements of build -out plans (ghost platting), the location of the building pads that
allow for future subdivision of the land into urban lots, the location of topographical and
hydrological encumbrances, and the use of deed restrictions, easements, and/or
covenants to protect the remaining land for future development. The intent of the
ordinance is to allow subdivision of land while preserving residual land for future
economical urban development.
In the future, a new trunk sewer line will connect to the Coon Rapids Interceptor, a
regional trunk sewer line located near the intersection of Crooked and Bunker Lake
Boulevards. The city has reached agreement with the Metropolitan Council that areas
designated for residential development in the Rural Reserve will be developed at three
2016 Generalized Land Use
City of Andover, Anoka County
Figure 2.2
Met Council Map of Land Use
0 0.5 1 2
+
3 4
Miles
2016 Generalized Land Use
Farmstead
- Mixed Use Residential
- Major Highway
SeasonalNacation
_ Mixed Use Industrial
- Railway
Single Family Detached
- Mixed Use Commercial and Other
- Airport
_ Manufactured Housing Park
- Industrial and Utility
_ Agricultural
- Single Family Attached
- Extractive
Undeveloped
- Multifamily
Institutional
- -' Water
- Retail and Other Commercial
- Park, Recreational or Preserve
Office
-Golf Course
' ~ County Boundaries
L -_-.-J
LCity and Township Boundaries
--- NCompass Street Centerlines
units per net acre once MUSA becomes available (subtracting parks, wetlands,
floodplain, water bodies, arterial road right-of-way, and other areas restricted from
development) by applicable land use regulations.
Rural Residential (RR) district provides an area for low intensity residential
development in areas outside of the Municipal Urban Service Area (MUSA) that will not
be served by municipal sewer and water. The minimum lot size is 2.5 acres to provide
sufficient space for onsite sewer and water facilities and to prevent dense development
that would create an adverse impact on municipal and regional infrastructure. However,
smaller acreage lots exist in areas subdivided prior to 1978 and in the two previously
approved rural planned unit developments: Nightingale Preserve and Timber River
Estates. Planned Unit Developments (PUD) may be allowed. PUD review is used to
establish standards that are specifically designed for each development. This district
must be protected from higher intensity land uses, including the Urban Residential
Low -Density Land Use District, with appropriate transitions. This district also
accommodates agricultural land uses.
Minimum Lot Size
10 acres
Minimum Lot Size
5 acres with compliance of ordinance
City Utilities
provisions that preserve land for future
Corresponding Zoning Districts
economical urban development
Density
1 unit per 10 acres
City Utilities
None
Corresponding Zoning Districts
RRR Rural Reserve Residential
Type of Development
Single Family Detached Housing
Rural Residential (RR) district provides an area for low intensity residential
development in areas outside of the Municipal Urban Service Area (MUSA) that will not
be served by municipal sewer and water. The minimum lot size is 2.5 acres to provide
sufficient space for onsite sewer and water facilities and to prevent dense development
that would create an adverse impact on municipal and regional infrastructure. However,
smaller acreage lots exist in areas subdivided prior to 1978 and in the two previously
approved rural planned unit developments: Nightingale Preserve and Timber River
Estates. Planned Unit Developments (PUD) may be allowed. PUD review is used to
establish standards that are specifically designed for each development. This district
must be protected from higher intensity land uses, including the Urban Residential
Low -Density Land Use District, with appropriate transitions. This district also
accommodates agricultural land uses.
Minimum Lot Size
2.50 acres
Density
0.4 units per acre
City Utilities
None
Corresponding Zoning Districts
R-1 - Single Family Rural Residential
R-2 - Single Family Estate
R-3 - Single Family Suburban
AP—Agricultural Preserve
Type of Development
Single Family Detached Housing, Agriculture
Urban Residential Low Density (URL) district is established to create cohesive
neighborhoods of single-family detached housing within the MUSA and with access to
municipal sewer and water. Residential lots within this district are sized to allow
efficient utilization of municipal infrastructure as well as to provide an area large enough
to accommodate housing market demands. These neighborhoods must be protected
from higher intensity uses with appropriate transitions. These transitions include natural
features such as trees, wetlands, streams or major changes in topography. Man-made
elements such as streets, parks or earth berms in combination with landscaping are
also appropriate. When adjacent to arterial roadways, additional setback distance,
landscaping and berms are required. Facilities that generate noise, traffic, and/or
glare also require major separation from these neighborhoods.
Minimum Lot Size
11,400 square feet
Density
1.5 to 3.6 units per acre
Maximum PUD Density
4 units per acre
City Utilities
Required
Corresponding Zoning Districts
R-4 Single Family Urban Residential
Type of Development
Sin le Famil Detached Housing
Urban Residential -Medium Density (URM) district provides areas suitable for a variety of
attached and detached dwelling units. The URM district helps to address the need for life
cycle housing with increased density and smaller lot sizes. This district, with appropriate
transitions, can serve as a buffer between lower density residential and commercial districts
and may also be appropriate along higher volume transportation corridors, such as collector
and arterial streets. These neighborhoods are created as part of a PUD that ensures
efficient distribution of density and to achieve appropriate transitions between uses of
different intensity and transportation corridors. These transitions are achieved with a
combination of landscaping, berms, physical separation and preservation of natural features.
Minimum Lot Size
Variable
Density
1.5 to 5 units per acre
Maximum PUD Density
6 units per acre
City Utilities
Required
Corresponding Zoning
Districts
R-4 Single Family Urban Residential
M-1 Multiple Dwelling Medium Density
Type of Development
Single Family Detached, Two Family Residences
Town homes and Condominiums with private
entrances
Urban Residential - High Density (URH) district provides additional affordable housing
choices for all stages of the life cycle. Owner occupied as well as rental housing is
permitted. PUD review is used to establish standards that are specifically designed for each
development. Potential sites for this district must be evaluated to ensure enough capacity
of municipal infrastructure can be provided. Locations near higher volume transportation
corridors, such as collector and arterial streets is necessary to accommodate the
increased level of traffic generated by this land use. Location near shopping, service,
transit and park facilities is also desirable.
Appropriate transitions between this district and other districts or transportation corridors are
necessary. These transitions are achieved with a combination of landscaping, berms,
physical separation and preservation of natural features.
Minimum Lot Size
Variable
Density
6 to 12 units per acre
Maximum PUD Density
Up to 14.4 units per acre
City Utilities
Required
Corresponding Zoning Districts
M- 2 Multiple Dwelling High Density
Type of Development
Single Family Dwelling
Two Family Dwelling
Multiple Dwellings
Location Criteria
Must abut collector or arterial street
Best located near shopping, service, transit and
arks
COMMERCIAL LAND USE DISTRICTS
Limited Commercial (LC) land use district is designated for locations in the
community that should be limited to primarily office uses due to their location in
proximity to residential neighborhoods. This district can be used to transition from
residential neighborhoods to more intense commercial uses or transportation
corridors. Site design and building architecture are required to complement
adjacent residential neighborhoods when so located. A combination of
landscaping, berms, physical separation and preservation of natural features is
necessary to provide an appropriate transition to residential neighborhoods.
Area Requirements
1-5 acres
City Utilities
Required within MUSA
Corresponding Zoning Districts
LB - Limited Business
Type of Development
Professional office and similar uses; not including
retail sales
Location Criteria
Adjacent to collector or arterial street or within a
larger commercial development
Development Criteria
Design to complement surrounding land uses.
Special care for transitions to residential.
Neighborhood Commercial (NC) land use district is designated for businesses that provide
services and retail goods to meet local neighborhood needs. The trade area and size of
these businesses are smaller than those found in General Commercial areas. Site design
and architecture is carefully reviewed to create a cohesive center that complements adjacent
land uses. Linear design with storefronts and blank walls is prohibited. Special care is taken
to provide appropriate transitions to residential neighborhoods with landscaping, berms,
physical separation and preservation of natural features. This district requires location along
a collector or arterial street and convenient pedestrian access. Neighborhood commercial
locations are separated from more intense commercial land uses to avoid pressure to
expand intensity beyond a neighborhood scale.
Area Requirements
1-5 acres
City Utilities
Required within MUSA
Corresponding Zoning Districts
NB Neighborhood Business
Type of Development
Retail trade and services serving immediate area
Location Criteria
Must abut intersection of collector or arterial streets
Development Criteria
Design to complement surrounding land uses.
Limit to development nodes. Strip development
prohibited. Special care for transitions to
residential. Convenient pedestrian access.
General Commercial (GC) is intended to be the focal point of commercial activity in the
city on a larger scale than the Neighborhood Commercial District and may serve a trade
area that extends beyond the City limits. This district provides a complementary mix of
uses, including retail, service, office, entertainment and civic facilities. Site design must
provide convenient access for both pedestrian and vehicular traffic. The architecture of
structures must complement an overall architectural theme for that district. General
Commercial districts that are located adjacent to residential properties must provide
extensive berms, landscaping and physical separation to ensure an appropriate
transition is created.
Area Requirements
5 acres or more
City Utilities
Required
Corresponding Zoning Districts
SC Shopping Center
Type of Development
GB General Business
Type of Development
Variety of commercial uses with large market area
Location Criteria
Must abut intersection of collector or arterial streets
Must be located within the MUSA
Design to compliment surrounding land uses.
Development Criteria
Limit to development nodes. Strip development
prohibited. Special care for transitions to
residential. Convenient pedestrian access.
INDUSTRIAL LAND USE DISTRICT
Light Industrial (LI) District is intended to provide a location for a variety of work
processes such as manufacturing, warehousing, wholesaling and distributing. These
uses typically involve intensive use of properties and necessitate separation from
residential zoning districts. Where existing Light Industrial Districts are located adjacent
to residential neighborhoods, extensive berms, landscaping and screening are
necessary to mitigate potential adverse impacts. This district requires convenient
access to collector and arterial streets.
Area Requirements
5 acres or more
City Utilities
Required within MUSA
Corresponding Zoning Districts
I Industrial
Type of Development
Manufacturing, warehousing, wholesaling, Distributing
Location Criteria
Must abut collector or arterial streets
Must be located within the MUSA'
Development Criteria
Separation from residential land uses necessary.
Except the Hughs/Westview Industrial Park that presently exists outside the MUSA
TRANSITIONAL LAND USE DISTRICTS
Transitional land use districts encompass areas where future land use may differ from
that of the designated zoning district. Transitional districts recognize the possibility for
land use to change in the future with the arrival of municipal sewer and water.
Transitional Commercial (TC) District contains properties within the MUSA that are
currently zoned for residential development but may potentially become commercial
because of their proximity to existing commercial development or location at the
intersection of major transportation corridors. When municipal sewer and water are
available, properties in this district may develop as either residential or commercial
under the requirements of the Zoning Ordinance and Comprehensive Plan. A Rezoning
requires a contract as specified in the City Code.
Transitional Residential (TR) District contains properties within the MUSA that are
currently zoned for rural residential uses (R-1, R-2, and R-3). These properties are
guided for urban development in 5 -year stages as shown in Figure 2.5. Property
designated Transitional Residential may only be platted under urban residential
guidelines and served by municipal utilities. Lot splits may only occur without municipal
services under the requirements of the City Code. Any subdivision of property that
results in lots less than 2.5 acres in size must be served with municipal sewer and
water.
OTHER LAND USE DISTRICTS
Limited Commercial/Medium Density (LC/MD) District contains properties
within the MUSA that have site characteristics conducive to either low intensity
commercial or medium density residential development. This designation is used
to provide a carefully planned transition from a major transportation corridor to
residential neighborhoods. Site design and building architecture are required to
complement adjacent residential neighborhoods. A combination of landscaping,
berms, physical separation and preservation of natural features is necessary to
provide an appropriate transition.
Public (P) District identifies areas for present and future civic, government, school or
other publicly owned and operated facilities.
Open Space (OS) District identifies areas that are protected from development through
public ownership or agreement with private property owners. This designation is used
for public parks and other areas designated for preservation of natural areas, water and
air quality and wildlife habitat.
Agricultural (AG) District identifies areas that are cultivated for raising crops and
farming as well as feeding, breeding, and raising of livestock. These areas are typically
enrolled in the Agricultural Preserve or Green Acres programs as defined by the State
of Minnesota.
SEWER STAGING PLAN
Undeveloped land within the MUSA is divided into five-year growth stages based
primarily on the proximity of municipal sewer and water. The growth stages are intended
to provide a reasonable estimate of urban growth to the year 2040. Property owners
may choose not to develop even if their property is shown within the current growth
stage. Property owners seeking to develop sooner than shown on the Staging Plan may
petition the city to change the growth stage designation. These changes are at the
discretion of the City Council. The Staging Plan Map is represented on Figure 2.5.
Figure 2.6 summarizes the map by providing the amount of acreage within each land use
district in each of the five-year stages. The Metropolitan Council also requests
information that summarizes the density of future development in each residential land
use district. This information is provided in Figure 2.7.
URBAN AND RURAL GROWTH FORECAST
Figure 2.8 describes historical and projected growth within both sewered
and unsewered areas of the city. The forecasts were generated using information from
transportation analysis zones, a comparison of net buildable acreage to the city's
subdivision ordinance, the Sewer Staging Plan and the Metropolitan Council
forecast submitted to the City as part of the System Statement in September 2015. The
Figure 2.8 Urban and Rural Growth Forecast
City of Andover Forecast Table
2016
2020
2030
2040
Total Population
-32-1-3 _3 -5
34,000
38,200
41,900
Sewered
22,250
23,400
26,800
31,300
Unsewered
10,085
10,600
11,400
10,600
Total Households
10,391
11,400
13,500
15 400
Sewered
7,175
7,800
9,400
11,400
Unsewered
3,216
3,600
4,100f4,500
00
Total Em to rent
5,100
5,400
5,80000
Sewered
3,700
3,900
4,200Unsewered
1,400
1,500
1,60000
Figure 2.6
Sewer Staging and Land Use by Acreage
Within Urban Service Area (MUSH)
Allowed Density Housing 2018 (Current
Units / Acre Developed)
2018-2025
2025-2030
2030-2035
2035 2040
Change
2018-2040
Minimum Maximum Acres Acres Acres Acres Acres
Acres
Residential Land Uses
Acres
Acres
Acres
Acres
Acres
Acres
Urban Residential Low Density (R4)
Urban Residential Low Density (R4)
3.6
3,103.8
3,362.0
3,767.0
3,839.9
3,933.3
829.5
Transitional Residential
3.6
793.6
631.9
237.3
171.4
78.0
-715.6
Urban Residential Medium Density (Ml)
6
74.8
91.7
91.7
100.9
100.9
26.1
Urban Residential High Density (M2)
12
EN/A
72.7
99.7
99.7
99.7
99.7
27.0
Agricultural Preserve
N/A
100.0
0.0
0.0
0.0
0.0
-100.0
C/I Land Uses
ees / Aar
Commercial GB, SC, NB)
able
253.8
260.7
271.3
271.3
271.3
17.5
Transitional Commercial
variable
4.1
4.1
4.1
4.1
4.1
0.0
Industrial
variable
39.6
39.6
39.6
39.6
0.0
Public/Semi Public Land Uses
Public Institutional
N/A N/A
306.21
306.2
306.2
306.2
306.2
0.0
Subtotal Sewered
4,748.6
4,795.9
4,816.9
4,833.1
4,833.1
84.5
Outside Urban Service Area (MUSA) -
RURAL RESERVE
Allowed Density Housing
Units / Acre
2018 (Current
Developed)
2018-2025
2025-2030
2030-2035
2035-2040
Change
2018-2040
**Not part of sewer staging Ian**
Minimum Maximum
Acres
Acres
Acres
Acres
Acres
Acres
Urban Residential Low Density (R4)
3 4
0.0
17.1
117.1
217.1
277.1
277.1
Urban Residential Medium Density (MI)
3.6 6
0.0
0.0
40.0
80.0
100.0
100.0
Urban Residential High Density M2)
6 12
0.0
0.0
0.0
0.0
0.0
0.0
Commercial GB, SC, NB
variable
0.0
0.0
10.0
15.0
20.0
20.0
Subtotal Sewered
I
1 0.0
1-.11
167.11
312.11
397.1
397.1
*Note: Future land use areas are buildable acreage (does not include floodplain or wetland)
** Current land use is buildable area (excluding floodplain, includes ROW)
Figure 2.7
Net Residential Density Worksheet
Table Calculatine Net Densitv of Future Sewer Residential Development
Residential Land Uses
Single Family
Units
Multi Family
Units
Net Residential
Acres
Net
Density/Acre
Urban Residential Low Density 4) (1)
2,032
0
829.5
2.45
Urban Residential Medium Density 1) (1)
0
157
26.1
6.00
Urban Residential High Density 2) 1)
0
324
27
12.00
Limited Commercial / Medium Density (1)
0
0
0
0.00
Rural Reserve Low Density (R4) 2)
7800
0
260
3.00
Rural Reserve Medium Density 1) (2)
01
600
100
6.00
Rural Reserve Hi Density M2) 2
01
01
01
0.00
TOTAL
2,8121
1,0811
1,242.61
3.13
Notes:
1.2018-2040 Sewer Staging
2. Rural Reserve may be beyond 2040 sewer staging (TBD) - 20 Acres of Rural Reserve assumed General Business
Figure 2.7A
Net Residential Density Worksheet using Met Council Calculation (lowest end of density range)
Table Calculating Net Density of Future Sewer Residential Develo ment
Residential Land Uses
Single Family
Units
Multi Family
Units
Net Residential
Acres
Net
Density/Acre
Urban Residential Low Density (R4) (1)
1,452
0
829.5
1.75
Urban Residential Medium Density 1) 1)
0
94
26.1
3.60
Urban Residential High Density (M2) 1)
0
162
27
6.00
Limited Commercial / Medium Density 1)
0
0
0
0.00
Rural Reserve Low Density (R4) 2
780
0
260
3.00
Rural Reserve Medium Density 1) 2
0
360
100
3.60
Rural Reserve High DensityM2 2
0
0
0
0.00
TOTAL
2,2321
6161
1,242.6
2.29
Notes:
1.2018-2040 Sewer Staging
2. Rural Reserve may be beyond 2040 sewer staging (TBD) - 20 Acres of Rural Reserve assumed General Business
Agricultural Preserve
A portion of the agricultural land in the city is enrolled in the Agricultural Preserve
Program. Minnesota Statute 473H, known as the Metropolitan Agricultural Preserves
Act, establishes a program to encourage preservation of land for the production of
agricultural products by valuing agricultural property in the metropolitan area in a
manner similar to out -state Minnesota. To qualify, the property must be zoned long-
term agricultural by the city, with a maximum residential density of one house per forty
acres. The parcel must (normally) be forty acres in size. However, smaller tracts may
qualify in certain instances.
To enroll in the program, the owner obtains city approval and records a covenant with
the County Recorder to leave the property in agricultural use. To remove property
from the program the owner files an "Expiration Notice" with the County Recorder.
Eight years after the Expiration Notice is filed, the property is released from
Agricultural Preserve. A waiver of the eight-year requirement may be granted only by
action of the Governor due to some emergency. Figure 2.9 shows the land enrolled in
the Agricultural Preserve program.
Floodplain and Wetlands
Land within the city is encumbered by wetlands and Floodplain is shown on
Figure 2.10. These features have affected the city's development pattern and
provide a corridor of natural areas throughout most of the city. Floodplain and
wetlands are further refined to locations at the time of development. Wetlands
and floodplain areas provide one of the basic building blocks for the city's open
space preservation efforts more fully described in Chapter 5: Parks and Open
Space Plan.
HOUSING PLAN
The housing goals, objectives and policies described in Chapter One provide an
overview of the Housing Plan. This section evaluates the City's housing stock,
housing trends, programs, strategies for providing affordable housing and the
implementation plan.
Housing Activity
Andover was a rural, agricultural community for most of its early existence.
Suburban development began in the 1960's, primarily in the western sections of the
City. Lot sizes varied from less than an acre on up and were served by private well
and septic systems. Municipal sewer service arrived in 1976, contributing to
tremendous growth in the southern quarter of the City. Sewer line extension spurred
new home development throughout the 1990's.
From 2000 to 2006 the city and development community shifted to accommodate
demand for different types of housing. During that period more than 40% of approved
housing units were townhouses, smaller lot single family or condominium units.
oZ m
Owner -Occupied Housing by Estimated Market Value
Andover
0 0
0 to
•
Nowthen
• e
tiC U
• Oak Grove
c
•
a •
0
Figure 2.10A
METROPOLITAN
C O U N C I L
w •
• • East
iBethel
J
:149 1 0 too
940
• • • •0•••• r • I •` !
4• •' • ' ••� • , • , •
•/ »• • • 0
f . . • •• • •• • .: ., , r,
000 at to
•' • • . ..
• M Andover
• Ramsey0 • ' ` 'moi$ �+., • Ham Lake
•y� • • s •, • • ,« • to •0 as 08 'Too
•„P fl
J•0 0
0 0i d .
I` • �� T� •t-
\�---�, � •,
1 y �
-----------------
I \� Anoka
Dayton ' -
Champlin zs
-_--j County Boundaries
— — j City and Township Boundaries
Streets
Lakes and Rivers
[ l
Coon Rapids
t.�
Owner -Occupied Housing
Estimated Market Value, 2016
$243,500 or Less
$243,501 to $350,000
$350,001 to $450,000
Over $450,000
•',I I Blaine
1 in = 1.1 miles
Source: MetroGIS Regional Parcel Dataset,
2016 estimated market values fortaxes payable
in 2017.
Note: Estimated Market Value includes only
homesteaded units with a building on the parcel,
Some of these approved units remain in the city's lot supply as demand has shifted
back to the more traditional single-family home and suburban lot size. A part of this
trend can be attributed to the increased size of newer homes. As the growth
forecasts in this plan indicate, the city will continue to grow at a moderate pace with
more than ninety percent of residential growth within the MUSA.
Housing Stock Summary
A variety of housing types and price ranges are available for individuals and families
within all stages of the life cycle. Figure 2.10A shows the Owner -Occupied Housing
by Estimated Market Value. Figure 2.11 shows the age of the housing stock.
Andover has one of the highest average household sizes in the Twin Cities area, at
3.28 persons per household according to the 2010 census. Household sizes will
decline slightly in the future to an estimated 2.8 persons per household by 2040. The
large average household size is influenced by a relatively youthful population and an
abundance of single-family housing.
Figure 2.11 Age of Andover Housing Stock
Pre 1960 1960-1969 1970-1979 1980-1989 1990-1999 2000-2009 20102017
Source: Anoka County Assessor's Office. October 2018.
The Metropolitan Council has determined the regional need for low- and moderate -
income housing through 2040. Andover's share of the region's needs for low- and
moderate -income housing are the following:
Affordable Housina Need Allocation for Andover
At or below 30% AMI
Andover Housing Stock
4000
188
51 to 80% AMI
3600
3500
483
3000
2500
E
2079
0 2000
0
1501
z 1500
1000
496
5D0 196
0
,
Pre 1960 1960-1969 1970-1979 1980-1989 1990-1999 2000-2009 20102017
Source: Anoka County Assessor's Office. October 2018.
The Metropolitan Council has determined the regional need for low- and moderate -
income housing through 2040. Andover's share of the region's needs for low- and
moderate -income housing are the following:
Affordable Housina Need Allocation for Andover
At or below 30% AMI
278
31 to 50% AMI
188
51 to 80% AMI
17
Total Units
483
An Existing Housing Assessment is the first step in identifying housing needs for the
community. Figures 2.11 — 2.16 is not a comprehensive picture of Andover's
housing stock, but a starting point to identify and address the community's existing
housing needs.
Total housing units3= 10,645
Total householdsz = 10,391
Table 1 Affordability in 20163
Units affordable to
Units affordable to
Units affordable to
households with income at
households with income
households with income
or below 30% AMI
31 % to 50% AMI
51 % to 80% AMI
94
300
4,900
Table 2 Tenure in 20164
Ownership units
Rental units
9,892
753
Table 3 Housing Tvpe in 2016'
Single-family units
Multi -family units
Manufactured
homes
Other housing
units
10,120
455
0
70
Table 4 Publicly Subsidized UnitS5
All publicly
Publicly
Publicly
Publicly
subsidized units
subsidized senior
subsidized units
subsidized units:
units
for people with
all others
disabilities
15
0
0
15
Table 5 Housing Cost -Burdened Households in 20166
Income at or below 30% of
AMI
Income 31 % to 50% of
AMI
Income 51 % to 80% of
AMI
388
424
646
1 Source: Metropolitan Council, 2016 housing stock estimates. Single-family units include single-family
detached homes and townhomes. Multifamily units include units in duplex, triplex, and quadplex buildings
as well as those in buildings with five or more units.
2 Source: Metropolitan Council, 2016 household estimates.
3 Source: Metropolitan Council staff estimates for 2016 based on 2016 and 2017 MetroGIS Regional
Parcel Datasets (ownership units), 2010-2014 Comprehensive Housing Affordability Strategy data from
HUD (rental units and household income), and the Council's 2016 Manufactured Housing Parks Survey
(manufactured homes). Counts from these datasets were adjusted to better match the Council's
estimates of housing units and households in 2016 as well as more current tenure, affordability, and
income data from the American Community Survey, home value data from the Federal Housing Finance
Agency, and rents from HousingLink's Twin Cities Rental Revue data.
4 Source: U.S. Census Bureau, 2012-2016 American Community Survey five-year estimates; counts
adjusted to better match the Council's 2016 housing stock estimates.
5 Source: HousingLink Streams data (covers projects whose financing closed by December 2016),
http://www.housinglink.org/streams 6 Housing cost burden refers to households whose housing costs are
at least 30% of their income.
6 Source: U.S. Department of Housing and Urban Development, 2010-2014 Comprehensive Housing
Affordability Strategy (CHAS) data, with counts adjusted to better match Metropolitan Council 2016
household estimates
Implementation
The implementation plan has two components. The first component is comprised of
the various activities undertaken by the city. The second component consists of
programs conducted by others that are supported by the city.
LOCAL PROGRAMS AND STRATEGIES
High Density Zoning
The city continually has one or more undeveloped residential sites zoned for high
density residential development, to provide opportunities for increased density and
affordable housing. As these sites are developed, the city evaluates new sites that
are appropriate based on several factors, including the efficient extension of
municipal utilities and the capacity of the transportation system to support increased
densities.
Planned Unit Development Review
This process is used for medium and high-density residential projects to allow
project specific zoning standards to be created. In this manner, virtually any
requirement of the city can be modified based on the needs of the project. The City
Council must authorize the use of planned unit development review for each
proposal based on the criteria established in the City Code.
OTHER PROGRAMS
Metropolitan Council — Section 8 Rental Assistance
Minnesota Housing Finance Agency (MHFA)
Minnesota Mortgage Program
Homeownership Assistance Fund
Purchase Plus Program
Minnesota Urban and Rural Homesteading Program
Partnership for Affordable Housing
Rental Assistance for Family Stabilization (RAFS)
Energy Cost Homeownership Program (ECHO)
Anoka County
Fair Housing Implementation
First Time Homebuyer Program
HOME Investment Partnerships Program
Housing Referral Assistance
Community Development Block Grant Program
Continuum of Care
Shelter Plus Care
Anoka County Community Action Program
ACCAP provides a variety of programs for low to moderate income individuals and
families, including pre -purchase education, confidential financial counseling, down
payment assistance, post purchase follow-up, reverse mortgage counseling,
foreclosure prevention, housing maintenance assistance, various service areas.
SOLAR RESOURCE PROTECTION
Metropolitan cities in Minnesota are required to include an element for protection and
development of access to direct sunlight for solar energy systems in the
Comprehensive Plan. A solar access protection element is included in the
Comprehensive Plan to assure the availability of direct sunlight to solar energy
systems. It has less impact on natural resources. Increasing our usage of solar
energy would decrease our reliance on fossil fuels and nuclear power. The purpose
for including this section of the Comprehensive Plan is to ensure that direct sunlight
access to solar panels is not subjected to shading from nearby trees, buildings, or
other structures.
Andover has taken steps to becoming a more sustainable community by
encouraging alternative energy systems that have a positive impact on energy
production and conservation while not having an adverse impact of the community.
The City adopted a code for Solar Energy Systems and Wind Energy Conversion
Systems to promote alternative energy sources.
The Metropolitan Council calculated Andover's gross solar potential and created a
Solar Suitability map as shown on Figure 2.12. The gross solar potential and gross
rooftop potential are expressed in megawatt hours per year (Mwh/yr), and these
estimates are based on the solar map for Andover. These values represent gross
totals; in other words, there are not intended to demonstrate the amount of solar
likely to develop within Andover. Instead, the calculations estimate the total potential
resource before removing areas unsuitable for solar development or factors related
to solar energy efficiency.
The gross solar generation potential and the gross solar rooftop generation potential
for Andover are estimates of how much electricity could be generated using existing
technology and assumptions on the efficiency of conversion. The conversion
efficiency of 10% is based on benchmarking analyses for converting the data from
Figure 2.12 to actual production, and solar industry standards used for site -level
solar assessment.
Solar Resource Calculation
Community'
Gross Potential
Rooftop
Gross
Rooftop
(Mwh/yr)
Potential
Generation
Generation
Mwh/ r
Mwh/ r 2
Potential Mwh/ r 2
Andover
47,123,898
1,588,713
4,712,389
158,871
Source: Metropolitan Council. June 2017
1 There are a few communities where generation potential calculations could not be produced. There are
areas within some maps where data was unusable. These areas were masked and excluded from gross
rooftop potential and generating potential calculations.
2 In general, a conservative assumption for panel generation is to use 10% efficiency for conversion of
total insolation into electric generation. These solar resource calculations provide an approximation of
each community's solar resource. This baseline information can provide the opportunity for a more
extensive, community -specific analysis of solar development potential for both solar gardens and
rooftop or accessory use installations. For most communities, the rooftop generation potential is
equivalent to between 30% and 60% of the community's total electric energy consumption. The rooftop
generation potential does not consider ownership, financial barriers, or building -specific structural
limitations.
Historic Preservation
The City has one structure listed on the National Register of Historic Places. The
20 -room Porter Kelsey home was built in 1887 with the brick made from their own
brickyard, the Kelsey Brick Company. Many years ago, brick from the brickyard was
brought to Minneapolis by train and used for the inside walls of the courthouse. In
Anoka, the former courthouse, the former Catholic Church, and many of the historic
storefronts were made of the same yellow brick made on the Kelsey Farm.
Aggregate Resources
There are no deposits of significant commercial potential in the City of Andover. The
City does, however, allow mining and excavation as a temporary use with approval
of a Conditional Use Permit.
Airports
The closest metro aviation facility to the City of Andover is the Anoka -Blaine Airport.
The city is not in the Airport Influence Area of that airport and is not directly affected
by existing or proposed plans or operations of the facility.
The city is within the region's general airspace that needs to be protected from
potential obstructions to air navigation. Local ordinance limits height by zoning
district and land use; and does not permit structures that reach 200 feet above
ground level. If a proposed structure, such as a water tower, would need to be
constructed at 200 feet or more in height, the city would notify the Federal Aviation
Administration (FAA) and MNDOT Aeronautics prior to processing a local permit.
MNDOT Rules 8800 and Tall Tower requirements, and FAA Part 77 airspace
information and Form 7460-1, are found at
www. dot. state.m n. us/aero/avoffice/taI[towers. htmI
Figure 2.12
Gross Solar Potential
Gross Solar Potential
City of Andover, Anoka County
11/30/2016
0
Gross Solar Potential
(Watt-hours per Year)
High : 1284085
Low: 900001
- Solar Potential under 900,000 watt-hours per year
County Boundaries
�I City and Township Boundaries
fOpen Water Features
Souroe: University of Minnesota U -Spatial Statewide Solar Raster.
of a Conditional Use Permit.
Airports
The closest metro aviation facility to the City of Andover is the Anoka -Blaine Airport.
The city is not in the Airport Influence Area of that airport and is not directly affected
by existing or proposed plans or operations of the facility.
The city is within the region's general airspace that needs to be protected from
potential obstructions to air navigation. Local ordinance limits height by zoning
district and land use; and does not permit structures that reach 200 feet above
ground level. If a proposed structure, such as a water tower, would need to be
constructed at 200 feet or more in height, the city would notify the Federal Aviation
Administration (FAA) and MNDOT Aeronautics prior to processing a local permit.
MNDOT Rules 8800 and Tall Tower requirements, and FAA Part 77 airspace
information and Form 7460-1, are found at
www.dot.state.mn.us/aero/avoffice/tal[towers.htmI
ANkb-AY-^2018 2o1s Comprehensive Plan Update
Chapter Five: Parks and Open Space Plan
AN
DOVE
2018 Comprehensive Plan Update
Chapter Five: Parks and Open Space Plan
The City of Andover provides a variety of recreation opportunities to its residents
through implementation of the Parks and Open Space Plan. The City recognizes that
the anticipated growth in population will increase demands on existing facilities and
programs. This chapter provides description of the various parks and recreation
facilities, the tools used to plan the park system and also establishes site selection
criteria for both parks and open space. Goals, policies and objectives are presented in
Chapter One: Foundation of the Comprehensive Plan.
Parks
The City contains 69 parks and 4 open space properties ranging in size from under an
acre to more than 152 acres. Anoka County operates two regional parks that serve
Andover residents. There are no State or Federal parks within the city limits. Figure 5.1
shows the location of all parks and trails within the City. Figure 5.2 identifies the type
of facilities in each park or open space.
Types of Parks
The Metropolitan Council has categorized local and regional parks according to factors
such as size, use, service area, location and site attributes (Table 5). All types of local
facilities can be found within the City including mini -parks, neighborhood
parks\playgrounds, community playfields, community parks, local linear parks, trails,
corridors and parkways. The City uses these categories in the selection of park
locations to ensure a variety of park types and facilities are available to serve the
needs of residents.
Regional Parks
The two regional parks that serve Andover residents are Bunker Hills Regional Park and
Rum River Central Regional Park (Figure 5.3).
Bunker Hills Regional Park
Bunker Hills Regional Park is a 1600 acre regional park reserve located in the
southeast corner of Andover and extends into the adjacent cities of Blaine, Coon
Rapids and Ham Lake. The park includes a variety of passive and active
recreation facilities such as picnic areas and pavillions, campgrounds,
playgrounds, dog park, disc golf, an indoor and outdoor archery range; a water
park with multiple slides, a sand play area, a proposed lazy river, plus a wave pool;
native prairie, wetland, oak savannah areas, a small lake, shade plant gardens,
abundant wildlife, hiking, biking, horse and cross country skiing trails, a
veterans memorial, and an 27 -hole professional golf course. A horse stable and
arena offer riding lessons, trail rides, hayrides and campfire opportunities. The
Bunker Hills Activities Center offer's public meeting rooms and offices full time
County park staff. A year-round fullservice restaurant with banquet and meeting
facilities near the south end of the County park offers seasonal theatre and serves
as the golf course clubhouse. An overall master plan for the park is available from
the Anoka County Park & Recreation Department. More information can also be
found on their website: www.anokacountyparks.com
1
Table 5 Classification System for Local and Regional Park Facilities
Component' Service Area' Site
Local Facilities
Specialized facilities that
May be publicly or
serve a concentrated
privately owned
Mini -park
or limited population or
Less than 1/4
< 1 acre
and/or incorporated
specific group such as
mile radius
Into a development
tots or senior citizens.
site, such as
apartment,
Area for Intense
Y. to Yz mile
physical
recreational activities
radius to serve
geography
Proximity to
Neighborhood
such as field games, court
a population
<25 acres
sulfas for
elementary schools
park/playground
games, crafts, apparatus
of 4,000 —
Intense
or residential
area, skating, and
5,000 (one
development.
neighborhoods.
neighborhood centers.
neighborhood)
Area for intense
physical
recreational facilities such
3 - 5
geography
Proximity to
Community
as athletic fields and
neighborhoods
25-50
suited for
secondary schools
play leid
swimming pools; could
or one
acres
Intense
and other public
Include a neighborhood
community
development.
facilities.
use.
Area of natural or
ornamental quality for
3 - 5
Afford]physl�l
outdoor recreation such
neighborhoods
25-100
featuProximity
to
Community park
as walking, viewing,
variedcommunity
facilities
sitting, picnicking; could
or one
community
acres
geogrand
resources.
have some field and court
Intere
games.
Area of nature[ or
ornamental quality for
Affords natural
Proximity to
outdoor recreation such
26-100
features with
community facilities
County park
as walking, viewing,
County
varied physical
and resources
sitting, picnicking; could
acres
geographic
and/or where
have some field and court
interest.
resource occurs.
games.
Table .6 continued. Classification System for Local and Regional Park Facilities
I �ite Site Location
Component Use iService Area Size I Attributes
Local Facilities
Area of natural quality
such as watercourses
Natural
and wetlands that
are preserved for
resources
environmental or
Municipality,
Variable,
that merit
Conservancy
aesthetic benefits to
township,
based on
preservation
Where resource
lands
the community
county
extent of
and that would
occurs.
and/or because of the
resources.
be negatively
negative environmental
affected by
or economic effects of
development.
development In them.
On- or off-road
Where needed to
trails that may
link neighborhoods
Area developed for one
Contained
or may not
to components of
or more varying modes
A neighborhood
within one city
traverse scenic
the local or regional
Local linear parks,
of recreational travel
or several
or township.
areas while
recreation system
Vail, corridors and
such as hiking, biking,
neighborhoods
Width and
assuring the
and/or community
parkways
snowmobiling, horseback
In a city or
length
trail treadway
facilities such as
riding, cross-country
township
minimums vary
has no adverse
schools, libraries,
skiing, canoeing and
by locality.
effect on
commercial
driving.
the natural
areas and to
resource base.
link to adjacent
municipalities.
Often found
adjacent to major
On -or off-road
roadways within
Area developed for one
trails that may
the county. Other
or more varying modes
Traverses
or may not
locations where
County linear
of recreational travel
Several
one or more
traverse scenic
needed to link cities
parks, trail,
such as hiking, biking,
cities and/or
municipalities.
areas while
to components of
corridors and
snowmobiling, horseback
townships In a
Width and
assuring the
the local or regional
parkways
riding, cross-country
county
length
trail treadway
recreation system
skiing, canoeing and
minimums vary
has o adverse
and/or community
driving.
by county.
effectton
facilities such as
the natural
schools, libraries,
resource base.
commercial areas
and to link to
adjacent counties.
Regional Facilities
Area of natural or
Complete
ornamental quality for
natural setting
nature -oriented outdoor
3 - 5
200-500
contig
contiguous to
Where natural
Regional park
recreation such as
communities
acres (100
water bodies or
resource occurs -
picnicking,
PIcnlckln g'
minimum )
watercourses
Particulariy water.
fishing, swimming,
where possible.
camping and trail uses.
Table 5. continued: Classification System for Local and Regional Park Facilities
Site
Attributes
Site Location
Use
Service Area
I
Size
Area of natural quality
for nature -oriented
townacres;
Diversity
outdoor recreation such
sufficisent area
of unique
Regional park
as viewing and studying
County, mutts-
to encompass
resources, such
Where natural
reserve
nature, wildlife habitat,
conservation, swimming,
county area
the resource
as topography,
lakes, streams,
resource occurs.
picnicking, hiking,
envisioned for
marshes, flora,
boating, camping and
preservation.
fauna.
trail uses.
When feasible,
Sufficient
off-road trails
corridor width
that utilize
to protect
human made
natural
and/or natural
Area developed for
resources and
linear resources
Preferably adjacent
one or more varying
can safely
such as utility
to high-quality
modes of nonmotorized
accommodate
corridors,
natural areas.
Regional
recreational travel
The entire
trail use.
railroad and
The trail treadway
destination trail
such as hiking, biking,
metropolitan
Sufficient
highway rights
should be placed
horseback riding, cross-
region
length to be
of way, stream /
where k has no
country skiing, and
a destination
river valleys, or
adverse impact on
canoeing.
itself, or to
the edges of
the natural resource
forest
forest or prairie.
base.
serve as a
On -road Malls
link between
are acceptable
regional parks
system units.
trails are not
feasible.
When feasible,
off -mad trails
Linkages between
that utilize
components of
Sufficient
human made
the regional parks
corridor width
and/or natural
system. When
Area developed for
to protect
linear resources
such as utility
feasible, linking
one or more varying
natural
corridors,
trails should
modes of nonmotorized
The entire
resources and
railroad and
attempt to connect
Regional linking
recreational travel
metropolitan
can safely
highway dghts
to population,
trail
such as hiking, biking,
region
g
accommodate
of way, stream /
economic and
horseback riding, cross-
trail use.
river valleys, or
social centers along
country skiing, and
at the edges
es of
its route. The trail
canoeing.
length to
length to link
forest or prairie.
treadway should be
regional parks
On -road tralls
placed where it has
system units.
are acceptable
no adverse Impact
when off-road
on the natural
trails are not
resource base.
feasible.
Fable 5 continued: Classification System for Local and Regional Park Facilities
Component
Attributes
Regional Facilities
Area that preserves,
maintains, and provides
specialized or single -
purpose recreational
activities, such as
nature center, marina,
zoo, conservatory,
arboretum, display
Where most
gardens, hunter training
Specific
Appropriate
advantageous
Special recreation
education facilities,
Regional-
standard
to particular
for the special
feature
downhill ski area, sites of
metropolitan
applicable
special
recreation feature
historic or archeological
area
to desired
recreation
and the overall park
significance, and bridging
feature.
feature.
system.
facilities. Bridging
facilities are specialized
or single -purpose
facilities that are Intended
to attract and introduce
new outdoor recreation
users to the Regional
Parks System.
kb -W-
2018 Comprehensive Plan Update
• Rum River Central Regional Park
Rum River Central Regional Park is a 434 acre regional park located adjacent to
the northwest corner of the city on the west bank of the Rum River. A
substantial improvement project completed in 1999 allowed the park to reopen
with picnic areas and pavilion, playground equipment, boat/canoe launch and
fishing deck, canoe campsites, as well as hiking, biking, horse and cross country
skiing trails. Expansion of the park area has been discussed by the
Metropolitan Parks and Open Space Commission. This expansion would
likely not affect adjacent residential property within Andover due to the park
being separated by the Rum River. An overall master plan for the park is
available from the Anoka County Park & Recreation Department. More
information can also be found on their Website: www.anokacountyparks.com
Regional Trails
The two regional trails that pass through Andover are the Central Anoka
County Regional Trail and the Rum River Regional Trail as identified in the Metropolitan
Council's 2030 Regional Parks Policy Plan. Funding for these trails is provided by city,
county, state and/or federal sources. Figure 5.3 shows the location of these trails in
the city. A county wide trails map is available from the Anoka County Parks
Department and also from their website: www.anokacountyparks.com
• Central Anoka County Regional Trail
Currently this trail in Andover extends along Bunker Lake Boulevard and will at
some point in the future connect Bunker Hills Regional Park west to the
Mississippi West County Park in the City of Anoka and to the east into Linwood
Township.
• Rum River Regional Trail
This trail presently exists south of the intersection of Bunker Lake Boulevard and
7th Avenue and continues south to the Mississippi River Regional Trail to
provide a continuous route that connects with the Minneapolis park system.
The Rum River Regional Trail is planned to extend north along 7th Avenue to the
Rum River Central Regional Park in the future.
Recreation Facilities
Recreation facilities are an essential component of active use parks. The development
of recreation facilities requires an understanding of community needs based on
population, service radius, and space requirements. Standards established by the
z
C 1 T 1' O t'
NDOVE 2018 Comprehensive Plan Update
National Recreation and Parks Association provide guidelines for such development.
The City has used these guidelines in the preparation of a Park Study with community
input. This document evaluates the present park system and facilities and uses growth
projections from the Land Use Plan to determine the steps necessary to complete the
park system. The Park Study is updated regularly and determines not only community
park needs, but also establishes the annual park dedication fees that pay for the
needed park improvements. The park dedication fees are based on a combination of
needs from all new development, including residential, commercial and industrial.
Additionally, the city maintains a detailed list of park facilities including their type, age
and expected life. This list aids routine maintenance of facilities and is used to
determine the types of facilities and improvements that need to be included in the
Capital Improvement Plan.
Open Space
Land for preservation of open space has been purchased (utilizing an approved bond
referendum) to protect natural areas from development, as well as to protect water and
air quality and to preserve wildlife habitat. The City has worked cooperatively with a
variety of resource protection organizations to enhance natural areas within the existing
park system and open space properties and to protect floodplain and wetlands. The
City's Open Space Advisory Commission is responsible for evaluating the enhancement
and protection of the open space property and providing recommendations to the City
Council to develop preservation recommendations. The Commission, in cooperation
with the Anoka Conservation District, will continue on an as needed basis prepare a
natural resource inventory as a basis for these recommendations.
Open Space Evaluation and Site Selection Criteria
If there are future opportunities in acquiring open space property, the following criteria
are used to properly evaluate sites for open space preservation.
The City of Andover will evaluate sites for open space preservation opportunities based
on the following criteria:
1. The area provides an opportunity to protect and preserve significant local natural
resources, including:
a. Sensitive groundwater areas
b. Natural hydrological systems
c. Native plant communities
d. Buffer areas adjacent to lakes, streams and wetlands
e. Buffer areas adjacent to upland natural plant and animal communities
f. Lands important as wildlife or corridors
g. Threatened or endangered species of plants or animals
h. Other notable features, including historical, educational, archaeological,
aesthetic, and other features
7
N6M
2018 Comprehensive Plan Update
2. The area to be protected is sufficient in size to preserve and
enhance natural resources.
3. The area presents an opportunity to protect significant natural resources that would
otherwise be negatively affected by development, land use change or negligence.
4. The area provides opportunities for passive recreation and observation of the natural
environment.
5. The area provides views of the natural environment along transportation corridors
including roads and trails.
6. Other factors may be considered, including the amount of similar resources that
exist, the location of the area, the amount of funding available, and others. The Open
Space Advisory Commission will establish an objective system for recommending
selection of sites.
Park Land Site Selection Criteria
The City has established criteria to evaluate sites for their potential to fulfill the
needs identified by the plans and studies described earlier in this chapter. The
following criteria are used to properly evaluate sites for the location of parks,
recreation facilities.
1. The area is in close proximity to particular natural resources, such as lakes, rivers
and other unique features.
2. The area is sufficient in size to allow the user to experience the natural resource and
enjoy compatible recreation activities without degrading the natural resource or the
visitor's experience.
3. The area is suitable for recreation opportunities that complement those provided by
other city parks and county and regional agencies.
4. The area is geographically located to fulfill and not duplicate the type of park and
facilities needed to serve the present needs of residents and the needs of the long
range projected population in the service area.
5. The area is located where it will be easily accessible.
6. The area is physically suitable for types of facilities that are needed in the service
area.
7. The Area has sufficient size and flexibility to provide a variety of recreation
opportunities and the capacity to be adapted to the changing needs of residents in
the future.
0
CTI' OF
N b—W— 2018 Comprehensive Plan
8. The area can provide linkage to the trail system, open space corridors or other
parks.
Implementation
The Park Study summarizes the types of parks and facilities that are needed to
complete the park system. The park facilities maintenance list and policies track the
condition and useful life of the existing facilities. These documents are used to
determine the improvements that need to be included in the City's Capital Improvement
Plan. As described earlier in this chapter, the Park and Recreation Commission and City
Council make decisions about the location of new parks based on needs identified in
the Park Study goals, objectives and policies of this plan and the selection criteria
established in this chapter. These goals will be implemented based on overall public
policy and finance considerations.
Acquisition of Parks and Open Space
To assure protection and availability of public land, the City of Andover shall utilize
various methods of acquisition, including but not limited to:
1. Park dedication
2. City purchase
3. County, regional, state or federal funding
4. Conservation easements
5. Purchase or transfer of development rights
6. Assistance and/or cost-sharing with other agencies
7. Donations/bequests
8. Actions by conservation organizations and foundations
9. Tax forfeited land
EL£A/EMF tmDIAN rR/DES FL D Ir E RB Bl ADR rREE.e
t t t
t;Lttlliii elltiot �Itttl ves ttttl tt'i'l it ee��tt,�e ii:tee,ttellvetttl i`et tett tel of ettfe ettetete tte]1 Itlll ]tE
"IDA 4
m
SAl
2A +
�� �1A 13A-6@
7A
12A -V
0
�A
1K
185TH PVE
� 6A�
11A
Ii �oP
a
BA'
43C
GIs
an.um...
M+,. CwMr 419 Oe'.c.
m . Cwm n•uvon OMc.
xrz��•ar
� •].CI MI
3
7C
39CIR
321
_ _ $ w I
-c �. 1
/. _D 64D 83D'
ROUN�45C 68D, i
■v_ �8 D �75D
3C"q -85D�
1 47 C�40I 7D ,60D
48C d ' 41
44C ( 6D
51.1 9
34 I
J6_ -70D u� 40
�74D
�S*J'1.TT L E G E N D
1V11V ®Perks Nluni�u
PARRS 6 TRA/LS
&Z NMam..IL
M Nr.rk zone Nv.RI
"""""• MAP 15 Perk Number
••,"•• A City F.W. ^�05 kltmry
^-•- Comprehensive Plan Figure 5.1
n. City Map Key for Parks & City Features
re
"...."`.," City Features:
"-"� . AVJm(VytW Il Cwpvbt SN IIMInMWYld—
..mm.• 'I e.loREb•mr I OefMI.LDw]fAtl P Ga iigc�
' A.Se•s5f]Y SdW l Re rYeatl ] ee pl.pklmaq
""•"" /1 A6 wYe44 Wab ReSWmR X SYpYCmMy
w.n.. F AW (e�P.MMW�u I. frt Swlml)
o A.et. c.�5e.lmomm .vl�r]>m.rA�r
N M4eCYvl
2'161
i
WANG
268 0
s
266
�
i
3
q4a;'
221
`05
206
•
wt " t
tDDSAKKEeLVfl
266.
�24B
,��, ,
%3B
_ _ $ w I
-c �. 1
/. _D 64D 83D'
ROUN�45C 68D, i
■v_ �8 D �75D
3C"q -85D�
1 47 C�40I 7D ,60D
48C d ' 41
44C ( 6D
51.1 9
34 I
J6_ -70D u� 40
�74D
�S*J'1.TT L E G E N D
1V11V ®Perks Nluni�u
PARRS 6 TRA/LS
&Z NMam..IL
M Nr.rk zone Nv.RI
"""""• MAP 15 Perk Number
••,"•• A City F.W. ^�05 kltmry
^-•- Comprehensive Plan Figure 5.1
n. City Map Key for Parks & City Features
re
"...."`.," City Features:
"-"� . AVJm(VytW Il Cwpvbt SN IIMInMWYld—
..mm.• 'I e.loREb•mr I OefMI.LDw]fAtl P Ga iigc�
' A.Se•s5f]Y SdW l Re rYeatl ] ee pl.pklmaq
""•"" /1 A6 wYe44 Wab ReSWmR X SYpYCmMy
w.n.. F AW (e�P.MMW�u I. frt Swlml)
o A.et. c.�5e.lmomm .vl�r]>m.rA�r
N M4eCYvl
Parks and Open Space Inventory:
1A
2.48
CEDAR CREST ESTATE
2A
0.88
H9Vre
5.2 EssAin9%d1 F6Cinter
FO%MEADOWS
3A
>,
_>
m
oLL
c
aLL
@v
HAWK RIDGE
�E
2
in
-3m
- mmw
LWGSETH
y
TV
1 M
y
Se
-
E�@A-
SA
CEDAR CREST
1A
2.48
CEDAR CREST ESTATE
2A
0.88
FO%MEADOWS
3A
12.56
i
HAWK RIDGE
4A
13.14
LWGSETH
SA
TV
1 M
y
LUND'5 NORTH
SA
4.01
I N
Y
MARTIN'S MEADOWS PA RK
7A
1208
CPA
Y
PINE HILLS SOUTH
BA
5.08
N
Y
Y
TIMBERRIVERS
9A
6.78
i N
Y
y
y
CL
TIMBERTRAILS
10A7.05
CPL
Y
Y
Y
PINE HILLSNORTH11A
4220
1 CPL
Y
Y
y
y
VALLEYVIEW
12A
8.86
ON
I
WHITE OARS
13A
9.26
UN
BIRCH RIDGE
198
1121
UN
1
COUNTRYOAKS
20B
1.10
M
Y
Y
FORESTMEAOOWS
218
6.63
{ N
y
y
OAKHOLLOW
23B
5.89
{ ON
OAKVIEW
24B
1.04
i M
y
WOODLAND CROSSINGS
26B
5.21
± M
Y
Y
Y
WOODWND ME,DOWS
26B
0.98
M
y
MAPLE VIEW PARI(
28B
O4D
h M
Y
Y
Y
138TH AVE.
29C
0.40
111 M
Y
CREEKRIDGE
30C
2.76
{ UM
CROOKED LAKE BOAT LANDING
310
2.51
SUP
y
8L
DEHN'S
32C
2.32
1 UM
GREEN ACRES
330
1.08
1 N
Y
Y
HIDDEN CREEK NORTH
34C
8.41
CPL
Y
Y
Y
Y
Y
HIDDENCREEKSOUTH
35C
0.42
M
Y
KELSEYROUNDLAKE
36C
152.56
i CPA
Y
MEADOWOOD NORTH
37C
DEE
M
Y
y
MEADOWOOD SOUTH
38C
D.34
j UM
MEADOWS OF ROUND LAKE
39C
0.37
1 M
y
NORTH WOODS EAST
40C
2.12
{ N
Y
y
NORTHWOODSWEST
41C
3.81
N
T
PUEVL TOAKS
22C
20.29
1 M
Y
RIVERTRAILS
43C
1285
I UN
ROSE
44C
4.97
h N
Y
Y
y
ROUND TARE BOAT LANDING
45C
3.51
{ SUP
BL
STROOTMAN
46C
11.37
i N
Y
Y
Y
CL
TERRACE
47C
7.33
Itr N
r
Y
Y
y
y
WILD IRIS
48C
11.73
N
Y
Y
y
y
CROOKED IAKEWARMING HOUSE&RINK
49C
074
M
Y
ANOOVERLIONS
ANDOVER STATION NORTH
590
60D
19.04
22.16
` N
CPL
y
Y
Y
V
1^
Y
BUNKER HILL REGIONAL( COUNTY
81D
558.15
i CNTY
CHESTERTON COMMONS
62D
0.61
M
y
CITY CAMPUS OUTDOOR HOCKEY COMPLEX
630
2.52
CPL
y
CITY HALL PARK COMPLE%#1IPURPLE PARK
64D
6.70
N
Y
Y
Y
COON CREEKPARKITOMANDERSONTRAIL
65D
44.D9
i L
y
CREEKMEWCROSSING
EVELAND FIELDS
66D
671)
0.63
7.01
1 M
CPL
Y
Y
y
y
HARTFIEL'S
BBD
1.59
! UM
HICKORYMEADOWS
69D
0.77
M
y
HIDOENCREEKEAST
70D
2]6
N
y
y
HILLS OF BUNKER LAKE WEST
71D
67
N
Y
y
LANDLOCKED
720
2.15
ON
MOORES ESTATES
73D
P76
I UM
NORDEEN'S
74D
0.85
M
Y
y
OAK BLUFF
>5D
3.79
N
y
Y
PRAIRIE KNOLL
76D
19.38
CPL
V
Y
Y
Y
Y
Y'
RED OAKS FAST
77D
3.55
UM
RED OAKS WEST
78D
2.86
M
Y
Y
REDWOOD
79D
5.82
UN
SHADOWBROOKFAST
80D
15.03
CPL
W
Y
Y
SHADOWBROOKWEST
BiD
10.38
L
SHADY KNOLL
82D
1.52
M
Y
Y
SOPHIES _.. _..__
WD.
..0.78_.1_
M
Y'_
Y
V
SUNSHINE
84D
38.65
11 OPL
Y.
Y
Y"
y
y
gg y
THE OAKS
WOODLAND ESTATES
85D
86D
1.33
0.26
M
' M
y
y
Preserve Name
MARTIN'S MEADOWS PRESERVE
NORTH WOODS PRESERVE
7A
228
42.03
20.62
PRE
I PRE
y
y
DALSKE WOODLANDS PREBERVE
278
39.45
PRE
APLE VIEW PRESERVE
288
42.59
PRE
Y
usml.a:o�erzan
n.. ro®uw�: xw isoAl4waxKSDATaensgvarw Inrcmm�=LB
KEY: CPA -Community Park
CNTY- County Park
CPL- Community Playfield
M - Mini Park
V - Undeveloped
N - Neighborhood Park
PRE -Preserve
L - Linear Park
SUP - Special Use Park
Trail locations are shown on the map.
Figure 5.3
SUGAR HILLS REGIONAL TRAIL ' - ,'
• Rum River North Martin -Island -
COUNTY PARK _ _ _ _ _ -Linwood Lakes
, "•;"'�'�'""` REGION LPARK -
'` NORTH ANOKA COUNTY REGIONAL TRAIL ,x.wxrx.ommi
Lake George
REGIONAL PARK x-=
------ „,�, ,,,, Sandhill Crane Coon Lake
_ - - - - NATURAL AREA COUNTY PPRK
� uuwuvrtxw
Creek
Rum River Centrali-/ CONSSEEIL ATION AREA
REGIONAF PARK
' 4
I FGFND
— - REGIONALTRAILS
='3
p,� I
,w
-. CENTRAL ANOKA O
Rum River South
COUNTY PARK
- - - • PROPOSED REGIONAL TRAILS
_ - COUNTY AND REGIONAL PARKS
j - CONSERVATION AREAS
- STATE WILDLIFE MANAGEMENT AREAS
- LAKES AND RIVERS
•COUNTYPARK, REGIONALTRAIL
Locke
ERB
F
COUNTY PARK
--------------
lsI
G(ONq(l
u' N I
uvx'a'"r
COON CREEK
BUNKER/CHAIN Of LAKES
I
S
�Lo
Columbus Lake
a,a5
CONSERVATION AREA ,I
Coon Rapids Dain
REGIONAL PARK
REGIONAL TRAIL
?eINORTH
.E o
z
q
Rice Creek
Bunker Hills
TRAIL
�+
Chain of Lakes
REGIONAL PARK
PARK RESERVE
- - - • PROPOSED REGIONAL TRAILS
_ - COUNTY AND REGIONAL PARKS
j - CONSERVATION AREAS
- STATE WILDLIFE MANAGEMENT AREAS
- LAKES AND RIVERS
•COUNTYPARK, REGIONALTRAIL
Locke
ERB
F
COUNTY PARK
--------------
G(ONq(l
Riverfront
REGIONAL PARK $
Kordiak
COON CREEK
BUNKER/CHAIN Of LAKES
I
S
Aq R GIONAL TRAIL
REGIONAL TRAIL
Coon Rapids Dain
REGIONAL PARK
?eINORTH
.E o
z
q
TRAIL
�+
- - - • PROPOSED REGIONAL TRAILS
_ - COUNTY AND REGIONAL PARKS
j - CONSERVATION AREAS
- STATE WILDLIFE MANAGEMENT AREAS
- LAKES AND RIVERS
•COUNTYPARK, REGIONALTRAIL
Locke
jLf
COUNTY PARK
Islands of Peace i
COUNTY PARK'
Riverfront
REGIONAL PARK $
Kordiak
COUNTY PARK
Chapter Six: Implementation Plan
AN
6M
2018 Comprehensive Plan Update
Chapter Six: Implementation Plan
Implementation programs are necessary to realize the goals, objectives and policies
of the Comprehensive Plan. The implementation programs include:
• City Codes
• Transportation Plan
• Water Resources Management Plan
• Water Supply Plan
• Storm Water Pollution Prevention Program
• Individual Sewer Treatment Systems (ISTS)
• Housing Plan
• Park Study/ Park Improvement Plan
• Capital Improvement Program
City Codes
The City Code regulates residential, commercial and industrial development and
provides regulations designed to protect the health, safety and general welfare of the
community. This document contains zoning and subdivision regulations and is the
primary tool for implementing the Land Use Plan. The City Code is reviewed and
amended periodically as new approaches to achieving the goals, objectives and
policies of the Comprehensive Plan are identified.
To implement the 2040 Comprehensive Plan, the City of Andover has established the
following zoning classifications and as shown on Figure 6.1:
RR Single Family Rural Reserve — Restricted from urban development until a
master plan is approved and municipal sewer and water can be constructed to
serve the area. The city prohibits lot splits and subdivisions of less than one
parcel per ten acres to prevent this area from rural residential development that
would preclude MUSA expansion. However, there are opportunities for rural
reserve lot splits of 5 acre minimum in situations which ensure most of the
residual land be preserved for future economical urban development as long as
provisions of city codes are met.
R-1 Single Family Rural Residential — Accommodates residential land uses at low
densities that promote the rural character of Andover and allows densities at 1
unit per 2.5 acres
R-2 Single Family Residential Estate— Intended to provide a residential atmosphere
for those persons desiring a Single-family neighborhood with suburban density.
Lots in this district created after 1978 and without sewer and water must be at
least 2.5 acres. This zoning district is used for rural residential developments
prior to 1978.
R-3 Single Family Suburban Residential — Intended to satisfy those persons who
prefer a medium sized lot. Lots in this district created after 1978 and without
City sewer and water must be at least 2.5 acres. This zoning district is used for
rural residential developments created prior to 1978.
R-4 Single Family Urban Residential —Represents urban density use by single-
family detached dwellings.
M-1 Multiple Dwelling Medium Density — Intended to provide for medium density
attached or detached townhomes with private entrances.
M-2 Multiple Dwelling — Intended to provide a location for all types of multiple
dwellings.
AqP Agricultural Preserve — Identifies areas that are enrolled in the Agricultural
Preserve or Green Acres programs as defined by the State of Minnesota. The
lands are cultivated for raising crops and farming, as well as feeding, breeding,
and raising of livestock.
GR General Recreation — intended to provide a location for all types of commercial
recreation uses such as golf driving ranges, outdoor theaters, racetracks, and
snowmobile areas, most of which require a large amount of land and separation
from residential areas.
LB Limited Business — Suitable only for commercial uses of limited (less intense)
nature due to the close proximity of residential uses.
NB Neighborhood Business — Intended for retail sales and services in such a scale
to serve the surrounding neighborhood needs.
SC Shopping Center — Intended for modern retail shopping facilities of integrated
design in appropriate locations, typically larger plots that can accommodate
more intensive retail development.
GB General Business — Intended to contain a wide variety of business including
retail, service and semi -industrial. As such, the may contain businesses that
tend to serve other business and industry as will as those catering to shopper
needs.
I Industrial — These areas have prerequisites for industrial development, but
because of proximity to residential areas or the need to protect certain areas or
uses from adverse influences, high development standards will be necessary.
C T \ A P
1 b -W- 2018 Comprehensive Plan Update
Services include manufacture, fabricate, assemble and store and other
industries that are not likely to create offensive noise vibrations, dust, heat,
smoke odor, glare or other objectionable influences.
CLR Closed Landfill Restricted — Applies to former landfills and adjacent lands which
are managed under the Closed Landfill Program of the Minnesota Pollution
Control Agency.
Transportation Plan
The Transportation Plan evaluates the conditions, issues and trends affecting all
modes of transportation and provides the information needed to implement successful
strategies in both developed and developing areas of the community. Using figures,
graphics and schematic drawings the plan informs decisions affecting each of the
implementation programs. As a component of the Comprehensive Plan, this
document is updated and amended through the Comprehensive Plan Amendment
process.
Water Resources Management Plan
The Water Resource Management Plan addresses local watershed requirements of the
Metropolitan Surface Water Management Act and Board of Water and Soil Resources
Rules 8410 as well as the requirements of local watershed districts, Metropolitan
Council and applicable state and federal laws. The plan provides regulations for
water quantity, water quality, fish and wildlife management, public ditch systems,
ground water, wetlands and erosion. The plan also provides for enhancement of
public participation and education. The plan clearly defines management practices,
an implementation schedule, a monitoring program to assess and report the
effectiveness of the plan, and a program for revising the plan.
Water Supply Plan
The Water Supply Plan documents the location and capacity of existing wells and
treatment facilities and forecasts water use based on growth projections from the Land
Use Plan. The types of improvements needed to meet the projected demand for
water are documented based on this information. The plan also includes a water
conservation plan, emergency response procedures and the goals, objectives and
policies related to water supplied for public use.
Storm Water Pollution Prevention Program
The Storm Water Pollution Prevention Program establishes policies and practices that
reduce the amount of contaminant infiltration. The program involves public education,
public participation, discharge detection and elimination, construction and post
construction runoff controls, infrastructure maintenance and pollution prevention
measures. The program is updated annually through the Minnesota Pollution Control
Agency permit process.
Individual Sewage Treatment Systems (ISTS)
In 2013 pursuant to the authorization and requirements contained in Minnesota
Statutes 5145A.05, 115.55 and Minnesota Administrative Rules Chapter 7082, the City
of Andover adopted an update to City Code, Title 10, Chapter 4 regulating Individual
Sewage Treatment Systems. The purpose and intent of the city ordinance was to
establish identical standards to those of Anoka County, for the design location,
construction, operation, and maintenance of Subsurface Sewage Treatment Systems
(SSTS). The City and County ordinances adopted Minnesota Rules, Chapters 7080
and 7081 by reference and providing for the following specifics:
MR 7080.1500 Subp. 4D was amended to allow 15 percent reduction of vertical
separation (separation distance no less than 30.6 inches) to account for settling
and variable interpretation of soil characteristics.
Holding Tanks. Holding tanks may be allowed for the following applications: as
replacement to a failing existing system, an SSTS that poses an imminent threat
to public health and safety, or for an existing lot in which a SSTS cannot feasibly
be installed and the Department finds extenuating circumstances.
System Abandonment. An SSTS, or component thereof, that is no longer
intended to be used must be abandoned in accordance with the adopted
standards of this Ordinance.
Andover City Code City Code, Title 10, Chapter 4 applies to those sites or facilities
which are licensed, permitted, or otherwise regulated by City ordinance. The sewer
provisions of the ordinance also apply to any premises in the City that are not served by
a sewage treatment system permitted by the Minnesota Pollution Control Agency or are
located in a city or township which has not adopted a subsurface sewage treatment
system ordinance.
The Building Inspections Department of the City is responsible for enforcement of the
Andover City Code for Individual Sewage Treatment Systems. Presently two (2) staff
members are MPCA licensed septic inspectors. Violations of the ordinance may be
treated as misdemeanors: however, the code provides for civil actions including
injunctive relief to prevent, restrain, correct or abate violations or threatened violations
Housing Plan
The implementation of a housing plan requires action by many entities. As a result of
this, some goals may be achieved in a short period of time while other goals may take
longer. The strategies in obtaining the City's housing goals are further explained in
Chapter One: Foundation of the Comprehensive Plan.
Park Improvement Plan
The Park Improvement Plan provides an inventory of the facilities and equipment that
presently exist in each park as well as those that will be added in the future to
complete the park system. A schedule for replacement and installation of new
facilities and equipment is incorporated into the Capital Improvement Plan. The Park
Improvement Plan is updated annually through a public process with the Park and
Recreation Commission and City Council.
Capital Improvement Program
The City of Andover has a 5 -year capital improvement program (CIP) that is reviewed
annually. The purpose of the plan is to identify, prioritize and address community
needs through careful long-term capital planning and balanced public investment in
supporting physical infrastructure. The plan also provides a planning foundation for
future needs assessments to ensure the city is appropriately responding to the critical
infrastructure needs necessary for sustainable future growth. Figure 6.2 shows the
City of Andover 2019 — 2023 CIP for Road and Bridges, Parks, Trails, Water System
and Sanitary Sewer System.
CITY OF ANDOVER
Road & Bridge Funds-Rollup
Projected Fund Balance
2018 2019 2020 2021 2022
Projected Sources of Revenue
Est. Annual MSA Construction Allocation $ 197,279 $ 1,098710 $ 1 098 710 $ 1 098 710 $ 1 098 710
Est. Annual Maintenance Allocation
General Fund Commitment
Available MSA Maintenance
Total MSA Available for other Commitments
Federal / State Funds
Assessments*
LGA - Local Government Aid
Tax Levy
Total Revenues Available
Projected Commitments
MSA- New & Reconstruct Routes
MSA - Intersection Upgrades
R & B - Pavement Markings
R & B - Curb Replacement
R & B - New & Reconstruct Routes
R & B - Seal Coating
R & B - Crack Sealing
R & S - Gravel Road Improvements
R & B - Equipment
R & B - Overlays
Pedestrian Trail Reconstruction
Pedestrian Trail Curb Ramp Replacements
Pedestrian Trail Maintenance
Total Commitments
Revenues Over (Under) Expenditures
Fund Balance as of December 31, 2017
Fund Balance Brought Forward
Ending Fund Balance
* Assuming collected in same year
366,236
366,236
366,236
366,236
366,236
(241,392)
(248,634)
(256,093)
(263,776)
(271,689)
124,844
117,602
110,143
102,460
94,547
322,123
1,216,312
1,208,853
1,201,170
1,193,257
285,000
52,000
242,500
539,000
406,000
342,000
648,000
1,269,014
1,356,788
1,326,607
1,355,082
1,384,384
1,833,637
3,112,100
2,941,460
2,898,252
3,225,641
2023 TOTALS
$ 1,098,710 $ 5,690,829
366,236
2,197,416
(279,840)
(1,561,424)
86,396
635,992
1,185,106
322,123
900,000
900,000
350,000
2,527,500
1,414,538
8,106,413
3,849,644
11,856,036
900,000
2,270,000
410,000
290,000
1,080,000
-
4,950,000
285,000
-
285,000
275,000
-
1,800,000
2,645,000
40,000
45,000
47,000
49,000
51,000
53,000
285,000
52,000
54,000
56,000
58,000
60,000
62,000
342,000
667,000
1,163,000
1,202,000
1,306,000
1,560,000
1,400,000
7,298,000
700,OD0
260,000
270,000
280,000
290,000
300,000
2,100,000
140,000
248,000
256,000
264,000
272,000
280,000
1,460,000
20,000
20,000
21,000
21,000
22,000
23,000
127,000
33,50D
-
-
-
-
-
33,500
-
-
350,000
-
500,000
-
850,000
80,000
-
-
320,000
160,000
170,000
730,000
16,000
18,000
19,000
20,000
22,000
24,000
119,000
55,000
60,000
63,000
66,000
69,000
72,000
385,000
2,988,500
4,138,000
2,979,000
2,949,000
4,086,000
4,184,000
21,324,500
(1,154,863)
(1,025,900)
(37,540)
(50,748)
(860,359)
(334,356)
6,529,721
5,374,858
4,348,958
4,311,418
4,260,670
3,400,311
$ 5,374,858
$ 4,348,958
$ 4,311,418
$ 4,260,670
$ 3,400,311
$ 3,065,955
Projected Sources of Revenue
Park Dedication Fee - Residential Units
Park Dedication Fee - Residential ($3,319/unit)
Donation / Contribution - Kelsey Round Lake Park
Capital Projects Levy - Park Improvements
Total Revenues Available
Projected Commitments
Fox Meadows - Reconstruction
Irrigation Project - Small
Sophies Park - Trail connection
Rose Park - Shelter Expansion, ADA, Slab
Kelsey Round Lake Park -Trail Expansion
Pine Hills North - Phase II
Parking Lot w/ Curb (30% Park Dedication)
Annual Miscellaneous Projects
Total Commitments
Revenues Over (Under) Expenditures
CITY OF ANDOVER
Park Improvement Fund
Projected Fund Balance
2018
2019
2020
2021
2022
2023
TOTALS
25
25
25
25
25
25
$ 82,975
$ 82,975
$ 82,975
$ 82,975
$ 82,975
$ 82,975
$ 497,850
-
76,000
-
-
-
-
76,000
15,000
15,000
15,000
15,000
15,000
15,000
90,000
97,975
173,975
97,975
97,975
97,975
973975
663,850
20,000
20,000
45,000
40,000
85,000
12,000
12,000
10,500
10,500
152,000
152,000
120,000
120,000
153000
15,000
15,000
15,000
15,000
15,000
90,000
102,500
207,000
135,000
15,000
15,000
15,000
489,500
(43525)
(33,025)
(373025)
82,975
823975
82,975
Fund Balance as of December 31, 2017 136,375
Fund Balance Brought Forward 131,850 98,825 61,800 144,775 227,750
Ending Fund Balance ** $ 131,850 $ 98,825 $ 61,800 $ 144,775 $ 227,750 $ 310,725
**Target - $50,000 to create a contingency for any project overages.
Dedicated Funds Available for:
Rose Park - tower rental fee $ 24,917
Chesterton Commons Park - Donation 1,076
$ 25,993
CITY OF ANDOVER
Trail Fund
Projected Fund Balance
*Target -10% of current years commitments to create a contingency for any project overages.
** It is anticipated that all projects will not be fully expended by the end of the year, and future projects will be contingent on additional revenues.
2018
2019
2020
2021
2022
2023
TOTALS
Projected Sources of Revenue
Trail Fee $807 per unit
platted units
25
25
25
25
25
Trail Fee -$845
$ 20,175
$ 21,125
$ 21,125
$ 21,125
$ 21,125
$ 21,125
$ 125,800
Grant
-
117,550
-
-
-
-
117,550
Operating Transfer In
230,000
-
-
-
230,000
Total Revenues Available
250,175
138,675
21,125
21,125
21,125
21,125
473,350
Projected Commitments
8' Bituminous Trail and Boardwalk along Crosstown Blvd -
680,000
680,000
Bunker Lk Blvd to 140th Ave
10' Bituminous Trail Connection - Andover Station North
215,000
215,000
Railroad Underpass Trail
120,000
300,000
420,000
8' Bituminous Trail along Crosstown Blvd -
Xeon St to railroad tracks
158,000
158,000
Railroad tracks to 157th Ave
287,000
287,000
157th Ave to 159th Ave
236,000
236,000
8' Bituminous Trail along Station Parkway -
Thrush St to Partridge Cir
68,000
68,000
Partridge Cir to Hanson Blvd
170,000
170,000
8' Bituminous Trail along Verdin St-
622,000
622,000
161st Ave to 163rd Lane
Total Commitments
680,000
215,000
120,000
981,000
238,000
622,000
$ 2,856,000
Revenues Over (Under) Expenditures
(429,825)
(76,325)
(98,875)
(959,875)
(216,875)
(600,875)
Fund Balance as of December 31, 2017
511,082
Fund Balance Brought Forward
81,257
4,932
(93,943)
(1,053,818)
(1,270,693)
Ending Fund Balance `
$ 81,257
$ 4,932
$ (93,943)
$ (1,053,818)
$ (1,270,693)
$ (1,871,568)
*Target -10% of current years commitments to create a contingency for any project overages.
** It is anticipated that all projects will not be fully expended by the end of the year, and future projects will be contingent on additional revenues.
CITY OF ANDOVER
Estimate
Forecast
Water System Financial Projections
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
Actual
Estimate
Forecast
Year 2013
2014
2015 2016
2017
2018
2019
2020
2021
2022
2023
Inflation Factor
2,555,019 $
2,538,176 $
2,534,341 S
2,633,063 $
3.0%
3.0°0
3.M°
3.M
3.0%
3.0%
Ave. Use (gal per user per qtr)
33,182
31,708
34,030 31,490
32,773
33,000
33,000
33,000
33,000
33,000
33,000
Acres Added
(382,518)
(408,441)
(408,276)
(4]8808)
(44098)
5
5
5
5
5
New Connections
Net from operating activities
1,181,149
1,024,774
1,508,463
10
10
10
10
10
New Customers
1,171,641
1232
100
Cash flows from anticipate] financing activities:
35
35
35
35
35
Residential Accounts
6,229
6,266
6,334 6,425
6,514
Intergovernmental revenue
-
-
-
2,681
Commercial/Institutional Accts
144
145
147 154
149
_
-
Tmnsfnain
4,242
20,737
Total Accounts
6,373
6,411
6,481 6,579
6,663
6,630
6,665
6,700
6,735
6,770
6,805
-
0.60%
1.090% 1.51%
128%
-050%
(300,000)
((94,000)
((96,OW)
((98,000)
(300,000)
Rates
Transfers out
(150,250)
(150,250)
(150,250)
(150,250)
)
(150250)
(90700)
(95226)
(94441)
(96090)
Base Rate
$1189
$12.19
$12.50 $13.13
$13.33
$1367
$14.01
$14.36
$14.72
$15.09
$15.47
Use Rate
$1.89
$1.96
$198 $2.12
$2.18
$226
$234
$2.42
$2.51
$2.59
$2.68
Connection Charge
$3,972
$4,131
$4,296 $4,647
$4,833
$5,026
$5,227
$5,436
$5,654
$5,880
$6,115
Area Charge
$3,640
$3,786
$3,937 $4,258
$4,428
$4,605
$4,789
$4,981
$5,180
$5,387
$5,603
Base Rate
0.0%
25°0
2.5% 5.0%
15%
16%
2.5%
2.5%
25%
25%
2.5 %
Use Rate
0.0%
3.7%
1.0% 7.1%
2.8%
3,7%
3.5%
3.5%
35%
3.5%
3.5%
Connection Charge
0.0%
4.M
4.0% 8.2%
40%
4.0%
4.0%
4.0%
4.0%
4.0%
4.0%
Area Charge
0.0%
4.0°0
4.0% 8.2%
40%
4.0%
4.0%
40%
4.0%
4.0°/a
4.0%
Actual
Estimate
Forecast
Enterprise Fund -Water Operations
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Cash flaws from operating activities:
Receipts from customers and users
$ 2,305,675 $
2,178,391 $
2,741,777 $
2,536,035 $
2,555,019 $
2,538,176 $
2,534,341 S
2,633,063 $
2,735,587 $
2,842,060 $
2,952,632
Payment to suppliers
(742,008)
(745,176)
(825,038)
(897,109)
(811,931 )
(IOD236S )
,,
(1,022,540)
(1,053,216)
(1,084,853)
(1,11],35])
(1,150,878)
Payment to employees
(382,518)
(408,441)
(408,276)
(4]8808)
(44098)
(481118)
(506130)
(521314)
(536953)
(553062)
(569654)
Net from operating activities
1,181,149
1,024,774
1,508,463
1,160,118
1,302,115
1,054,693
I,OD5,671
1,058,532
1,113,821
1,171,641
1232
100
Cash flows from anticipate] financing activities:
Intergovernmental revenue
-
-
-
2,681
-
-
-
-
-
_
-
Tmnsfnain
4,242
20,737
58,2`19
85,096
54,228
114,850
58,110
51,433
13,338
13,871
14,426
Trmufersout -Re Iacement Reserve
p
-
_
-
(300,000)
((94,000)
((96,OW)
((98,000)
(300,000)
Transfers out
(150,250)
(150,250)
(150,250)
(150,250)
)
(150250)
(90700)
(95226)
(94441)
(96090)
(98178)
(100107)
Net from nonce italf ancin activities
p g
(146,008)
(129,513)
(92,001)
(62 473)
(96,022)
24,150
(337.116)
(343,008)
(382,752)
(384,307)
(395,681)
Cash flows from capital and related financing activities:
Acquisition of capital assets
-
-
(2,863)
(1,500)
(54,244)
(76,000 )
(70,000)
(5,100)
(1,200,000)
_
Payment on debt
(830,166)
(828,807 )
(831,486)
(4,734,403)
(7]6,843)
(781,980)
(766,499)
(780,492)
(984,042)
(782,152)
Receipt of bonds
4,CM,006)
Proceeds from the sale of capital assets
4,000
767
6,635
Netfrom capital and related financing activities
(826,166)
(828,807)
(834,349)
3,173,281
(4742012)
(952,843)
(851,990)
(791,599)
(1,980,492)
(784,M)
(792,152)
Cash flows from investing activities:
Invesnneat income
(7,318)
44,576
23,913
29,601
30,308
30,000
30,000
15,000
15,000
15000
15,000
Net increase in cash and cash equivalents
201,657
111,030
606,026
4,300,527
(3,505,611)
256,000
(153,425)
(61,075)
(1,234,424)
18,291
79,267
Cash and cash equivalents - January 1
1,941,782
2,143,439
2,254,469
2,860,495
7,161,022
3,655,411
3,911,411
3,757,986
3,696,912
2,462 488
2,480,779
Cash and cash equivalents - December 31
$ 2,143,439 $
2,254,469 $
2,860,495 $
7,161,022 $
3,655,411 $
3,911,411 $
3,757,986 $
3,696,912 S
2,462,488 $
2,490,779 $
2 560 046
Capital Projects Fund - Water Trunk
Revenues
Connection Charges
Area Charges
Interest
Special Assessment
Replacement Reserve
Xfer In
Total
Expenses
Debt Service
Capital Outlay
site, Out
Total
Net lneness,(Decrease) iu Fund Balance
Fond Balance - January I
CITY OFANDOVER
Water System Financial Projections
Actual Estimate Forecast
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2D23
$ 332,853 $ 487,928 $ 309,873 $ 282,536 $ 322,249 $ 293,900 $
(19,830) 71,236 35,034 37,680 39,859 25,OOD
34,216 37,274 42,342 448,039 409,286 150,000
52,270 $
54,361 $
56,536 $
58,797 $
61,149
23,946
24,904
25,900
26,936
28,013
25,000
25,000
25,000
25,000
25,000
50,000
50,000
50,000
50,000
50,000
300,000
300,OOD
300,000
300,000
300,000
347,239 596,438 387,249 768,255 771,394 468,900 451,216 454,265 457,436 160,733 464,162
973,950 183,920 112,150 650,516 103,515 707,000 795,000 1,050,000 415,000 60,000 60,000
4,242 20,737 58,249 85,096 54,228 114,850 58,110 51,433 13,338 13,871 14,426
978,192 204,657 170,399 735,612 157,743 821,850 853,110 1,101 433 428,338 73,871 74,426
(630,953) 391,781 216,850 32,643 613,651 (352,950) (401,99,t) (647,168) 29,098 386,862 389,736
2,876,885 2,245,932 2,637,713 2,854,563 2,887,206 3,500,857 3,147,907 2,746,013 2 098 845 2,127,943 2 514 805
Fund Balance -December 31
$
2,245,932 $ 2,637,713
$
2,854,563 $ 2,887,206
$
3,500,857
$ 3,147,907
$
2,746,013
$ 2,098,845
$ 2,127,943
$ 2,514,805 $
2904.542
Capital Projects
....r_
Wells-��-
Rehab Wells
50,000
50,000
55,000
55,000
Trunk
New Development Projects
43,000
45,000
SD,ODO
55,000
60,000
60,000
Water Main Improvements
664,000
750,000
360,000
Water Tower 42 Recondition & Repaint
1000,000
Plant
25,000
3,300,000
Equipment
76,000
70,000
5,100
Automated Meter Reeding System
1,200,000
Total
$
$ -
$
- $
$
$ 833,000
$
915,OOD
$ 1,080,100
$ 1,670,000
$ 60,000 $
3415000
Forded by Operations
$
- $ -
$
- $
$
$ 126,000
$
120,000
$ 30,100
$ 1,255,000
S - $
55,000
Forded by lnfmstactme/1'runk
- -
- -
-
707,000
795,000
1,050,000
415,000
6D,000
60,000
Forded by debt
- -
-
Total
$
$ -
$
- $
$
$ 833,000
$
915,000
$ 1,080,100
$ 1,670000
$ 60,000 $
3,300,000
3,415,000
Deb[
Rale
5.50% 5.50°/
5.50% 550/
550°o
S.SIP/
5.50%
5.50%
5.50%°
550%
550%
Term
1D 1D
10 10
10
10
10
15
15
15
15
AADS
$
_ $ -
$
- $ _
$
_
$ _
$
_
$
$ -
$ - $
328,764
Cumulative DS
$
_ $ -
$
- $ _
$
_
$ -
$
-
$ -
$ _
$ $
Current DS
$
830,166 $ 628,806
$
831,487 $ 833,101
$
4,734,403
$ 776,843
$
781,9BO
$ 786,499
$ 780,492
S 784,042 $
782,152
Cash flows from capital and related financing amivitia.
Actual
MYOFANDOV
Esfimnte
Forecast
Enterprise Fund - Storm Sewer Opergtians
2013
2014
Storm Sewer Systpm Financial
Projections
2017
2018
2019
2020
2021
2D22
2023
Gsh flows from operating activities:
-
-
Actual
Estimate
Forecast
Receipts from customers and users $
Year
2013
2014
2015
2016 2017
2018
2019
2020
2021
2022
2023
Inflation Factor
(134,050)
(412,240)
(155,178)
(108,000)
(156,064)
(219,096)
(229,596)
3.0%
3.0%
3.0%
3.0%
3.0%
New Customers
(192,958)
(212,555)
(206740)
(264334)
(232,054)
(241.035)
(248,2r56)
35
35
35
35
35
Residential-Urban/Rural (units)
94,475
9,668
9,697
9,749
9,867
9,938
9,990
10,025
10,060
10,095
10,130
10,165
Multiple Dwelling (data)
228
232
235
220
220
239
239
239
239
239
239
Comm/Industrial (acres)
118,033
401
412
409
443
478
414
414
414
414
414
414
Schools/Church. (acres)
118,033 S
282
282
282
282
312
282
282
282
282
282
282
Run. (Qtel,)
r ":\
_
rem^-"33..t`.,.:,�` ie_.....�f=+
i $''J"
�',„`t..
w Fs;% ....
,
Infrectmcturc
Residential -Urber ml -per unit
$
8.09 $
8.49 S
8.91 $
9.36 $
9.82 $
10.31 $
10.83 $
11.37 $
_ 11.94 $
12.53 $
13.16
Multiple Dwelling - per acre
$
17.80 $
18.69 $
19.62 $
20.61 S
21.64 S
22.72 S
23.86 $
25.05 $
26.30 $
27.62 $
29.00
Comm/Indium.)-per acre
S
34.35 $
36.07 $
37.87 $
39.76 $
41.75 $
43.84 S
46.03 $
48.33 S
50.75 $
53.29 $
55.95
Schools/Churches - per acre
$
16.16 5
16.97 $
17.82 $
18.71 $
19.65 S
20.63 S
21.66 S
22.74 $
23.88 $
25.08 5
26.33
Residential -Urban/Rural - per unit
Funded by Operations
5.0°/a
5.0%
4.9%
5.1%
4.9%
10.1%
5.0%
5.0%
5.0°/a
S. Cit;
5.0%
Multiple Dwelling - per awe
70,000
5.0%
5.0%
5.0"/0
5.0%
5.0%
10.2%
5. we
- 50%
5.0%
5.0%
5.0%
Comm/Industrie) -per acre
_
5.0%
5.0%
5.0°%
5.0%
50%
10.3%
5.0%
5.0%
5.01.
5.0%
5.0^/0
Schools/Churches-per acre
5.0%
5.0%
5.0%
5.0'/ _
5. we
10.3%
5.0%
5.0%
5.0%
5.0°/
5.0%
Cash flows from capital and related financing amivitia.
Actual
Esfimnte
Forecast
Enterprise Fund - Storm Sewer Opergtians
2013
2014
2015
2016
2017
2018
2019
2020
2021
2D22
2023
Gsh flows from operating activities:
-
-
Proceeds from the sale orme'nal assets
5,510
Receipts from customers and users $
367,958 E
376,260 S
462,208 $
451,961 E
469,707 S
503,137 S
529,693 S
557,690 S
587,162 E
618,187 E
650,846
Payment to suppliers
(134,050)
(412,240)
(155,178)
(108,000)
(156,064)
(219,096)
(229,596)
(236,484)
(243,578)
(250,886)
(258,412)
Payment to employers
(185,072)
(192,958)
(212,555)
(206740)
(264334)
(232,054)
(241.035)
(248,2r56)
(255714)
(263.395)
(271.2n
Net from .pasting activities
48,836
(228,938)
94,475
135,221
49,309
51,987
59.062
72,940
87,869
103,915
121,147
Cash flows fmm noncapital financing activities:
(225,968)
92,320
137,301
57,422
(4,359)
(48,198)
950
20,398
35,845
Transfers out _
Cash and cash equivalents - January)
228,305
-
-
118,033
(41,346)
(108,260)
(67,890)
(68,472)
(69071)
(46188)
Cash flows from capital and related financing amivitia.
Acquisition of capital steed
(25,152)
-
(2,863)
-
-
(16,000)
-
(5,100)
-
-
-
Proceeds from the sale orme'nal assets
5,510
Net from capital and related financing activities
_ (25152)
(2,863)
5.510
(16.000)
(5,100)
Cash flows Rom investing activities:
Investment lnaome
(308)
2,970
908
2,080
2,603
1,000
1,000
1,000
1,000
1,000
11000
Net increase in seen and cash equivalents
23,376
(225,968)
92,320
137,301
57,422
(4,359)
(48,198)
950
20,398
35,845
75,959
Cash and cash equivalents - January)
228,305
251,681
25,713
118,033
255,334
312,756
308,397
260,199
261,149
281,547
317,391
Cash and cash equivalents - December 31
$$251,681 $
25,713 $
118,033 S
255,334
S
312,756 $
308,397 $
20,199 $
261,149
$
281,547 $
317,391 S
393,350
Capital Projects
r:•':._w'+
r ":\
_
rem^-"33..t`.,.:,�` ie_.....�f=+
i $''J"
�',„`t..
w Fs;% ....
,
Infrectmcturc
Storm Sewer Improvements
S
60,OOD $
60,000 S
62,000
$
65,000 S
65,000 $
70,000
Equipment
1600
5,100
TOW
S $
$
$
$
$
76,000 $
6D,OOD S
'67,100
S
65,000 S
68,000 S
70,000
Funded by Operations
$ - S
- S
- S
-
$
_ S
76,000 $
60,O0D 8
67,100
S
65,000 S
65,000 S
70,000
Funded by InfrasOucture'fruok
-
_
_
_
_
_
_
_
_
Funded by debt
Total
$ $
S
$
S
S
76,ODD S
60,000 $
67,100
$
65,000 S
68,000 S
70,000
Capital Projects
..ssla-,i,i. �. t'.'.Lanl. �
CITY OF ANDOWR
lofrastrainee
`S.SD°/o
Bate
5.50%
New Development Projects
$ 117,000 $
120,000
Sanitary Sewer System Financial
Projections
Sanitary Sewer Ext- Crosstown Blvd
500,000
10
10 10
10
Aaec Estates Lift Station Upgrade
110,000
90,000
10 10
Actual
Lift Station d4 Upgrade
- 60,000 ;
Estimate
_ $
_ $ _ $
Forecast
60,000'
Cumulative DS
Capitol Projects Fund -Sewer Trunk
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Revenues
166,000
Total
$ $ $ $ S $ 1,013,000 $
1,135,000
$ 130,100 S 125,000 $
125,000 $ 130,000
Connection Charges
$ 103,775 $
188,898 $
96,094 S
163,162 $
90,442
$ 96,298 $
4,520 $
4,701 $
4,889 $
5,084 $
5,288
Arca Charges
-
-
_
_
-
_
8,390
8,726
9,075
9,438
9,815
Interest
(19,019)
156,454
75,978
87,366
83,110
5D,000
50,000
50,000
50,000
50,000
50,000
Special Assessment
23,110
13,219
27,195
28,138
31,329
75,000
20,000
20,000
20,000
20,000
20,000
Iteplacement Reserve
40,000
400000
400,000
40,000
400,00D
400,000
400,000
400,000
400,000
_ 400,000
40,000
Other
7,500
Total
507,866
758,571
599,267
678,666
612,381
621,298
482,910
483,426
483,963
484,522
485,103
Expenses
Debt Service
-
-
-
_
_
-
-
_-
Capital Outlay
211,190
134,943
59,130
205,935
270,363
847,000
1,135,000
125,000
125,000
125,000
130,000
.Total
211,190
134,943
59,130
205,935
270,363
847,00D
1,135,000
125,000
125,000
125,000
130,000
Net lncrease(Decrease) in Fund Balance
296,676
623,628
540,137
472,731
342,018
(225,702)
(652,090)
358,426
358,963
359,522
355,103
Fund Balance -January 1
4,621,489
4,918,165
5,541,793
6,081,930
6,554,661
6,896,679
6,670,977
6,018,887
6,377,313
6,736,277
7,095,799
Fund Balance - December 31
$ 4,918,165 -$
5,541,793 $
6,081,930 $
6,554,661 $
6,896,679
$ 6,670,977 $
6,018,887 $
6,377,313 $
6,736,277 $
7,095,799 $
7,450,902
Capital Projects
..ssla-,i,i. �. t'.'.Lanl. �
lofrastrainee
`S.SD°/o
Bate
5.50%
New Development Projects
$ 117,000 $
120,000
$ 125,000 125,000
125,000 130,000
Sanitary Sewer Ext- Crosstown Blvd
500,000
10
10 10
10
Aaec Estates Lift Station Upgrade
110,000
90,000
10 10
AADS
Lift Station d4 Upgrade
- 60,000 ;
_ $
_ $
_ $ _ $
Lift Station N9 Upgrade
60,000'
Cumulative DS
$ - $
$ $
Yellow Pine Lift Station
_ $
700,000
5,100
_ $ -
Coon Creek Trunk Bypass
225,000
Equipment
166,000
Total
$ $ $ $ S $ 1,013,000 $
1,135,000
$ 130,100 S 125,000 $
125,000 $ 130,000
Funded by Opemtlons
Funded by lnftastructurelT unk
Funded by debt
Total
$ 166,000 $ . $ 5,100 $ - $ - $ -
847,000 1,135,000 125,000 125,000 125,000 130,000
$ $ $ $ $ $ 1013,000 $ 1,135,000 $ 130,100 $ 125,000 $ 125,000 $ 130,000
Deb[
`S.SD°/o
Bate
5.50%
5.50% 5.50%
5.50%
5.50%
5.50% 5.50%
5.50% 5.50%
5.50%
Term
10
10 10
10
10
10 10
10 10
10 10
AADS
$ - S
$ - $
_ $
_ $
_ $ _ $
_ $ $
_ $ -
Cumulative DS
$ - $
$ $
_ $
_ $
_ $ _ $
_ $ _ $
_ $ -
Current DS $ - S - $ - $ - $ - $ - $ $ - $ - $
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755-5100
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
TO: Mayor and Council Members
FROM: Jim Dickinson, City Administrator
SUBJECT: Update City Campus Master Plan Potential Projects
DATE: November 27, 2018
ACTIONREOUESTED
The City Council is requested to receive verbal progress updates in addition to this staff report
from the City Administrator and Public Works Director/City Engineer relative to the Public Works
Facility expansions and exploring the expansion of the Andover YMCA Community Center.
DISCUSSION
Public Works Facility Expansion:
Relative to this project, just last week at the November 20, 2018 City Council meeting the Council
approve a resolution ordering the improvement and directing preparation of plans and
specifications for the improvement of Project 17- 27, Public Works Vehicle Maintenance Facility,
Cold Storage Building & Site Work.
For this project, there has been multiple design meetings, a 90% Commercial Site Plan staff review
and a 90% Building Plan review.
The final steps to get this project to bid are as follows:
• Address staff s design comments and final the plans and specifications.
• City Council to approve the final plans and specifications and order advertisement for bids
on Tuesday, December 4, 2018.
• Advertisement for bids to go out Friday, December 7, 2018
• Open Bids January 22, 2019
• City Council to award bid on February 5, 2019
• Construction to begin Spring 2019
• Construction Completion Oct/ Nov 2019.
Community Center Expansion:
The focus of the update/discussion will be on design/development progress (value engineering),
partnership/stakeholder progress, construction cost estimatesibudgets for the projects, and
proposed timing.
Relative to this project, designs and cost estimates for this project were last presented to the
Council at a Special City Council meeting on October 9, 2018. At that meeting RIM
Construction's cost estimate outline costs for various component breakouts based on drawings
received from 292 Design Group, as listed below:
• Multipurpose Arena Breakout
• Multipurpose Breakout 41 -Adjacent to Arena
• Multipurpose Breakout #2 -Adjacent to Fieldhouse
• Fieldhouse Breakout
• Sitework-West Side Breakout —parking lot
• Sitework-East Side Breakout — parking lot
The total cost estimate was $18.9 million at that time, and after a lengthy Council discussion, the
project team was directed to work towards reducing that project cost to a $16.8 million project, no
more than a $100 increase on a home valued at $250,000.
As indicated at that meeting the estimates were based on drawings dated September 17, 2018.
Since that date finer tuning has taken place by the project team through additional
design/development discussions. Those discussions (value engineering) look to yield cost savings
in the following areas:
-Precast Plank & Wall Panels
-Storefront & Glazing Systems
-Plumbing
-Electrical (primarily fixtures)
-Landscaping & Irrigation
-Parking Lot (size — performance parking)
Since the October 9th Special City Council meeting, the project team has looked at the following:
• Various reductions in the floor plan for a more efficient layout -simplifying the
circulation and reducing some square footage.
• Studying the construction methods for more efficient construction.
• Studying the details on how to attach the new construction to the existing building in the
simplest way possible.
• Simplified some of the mechanical and electrical systems to reduce cost - relocated some
HVAC units to reduce ductwork length and eliminate the underground ductwork in the
original layout.
To do this, 292 Design Group has prepared a new set of cost reduction documents that RJM
Construction is in the process of estimating. The project team believes we have reduced in areas
that make sense. The project team believes we have about as efficient design as possible,
without sacrificing programming needs and still provide a community center expansion that will
serve the community well.
RJM Construction has indicated they are optimistic we will see good value come out of the design
revisions. To what extent, we will know by late November or the first week of December.
Also scheduled for this project are two information meetings where the public is invited to attend
open house and question and answer format meetings where they will be able to view potential
expansion plans, learn how this project may affect home value, property taxes, and their potential
usage of the facility. Those meetings are as follows:
Public Informational Meetings
Open House 5:30 pm - 6: 00 pm
Presentation 6: 00 pm - 6: 30 pm
Q&A6:30pm-7:30pm
Wednesday, December 12th
Andover YMCA Community Center
15200 Hanson Blvd. NW, Andover, MN
Monday, December I7th
Andover City Hall
1685 Crosstown Blvd. NW, Andover, MN
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 . (763) 755-5100
FAX (763) 755-8923 . WWW.ANDOVERMN.GOV
TO:
FROM:
SUBJECT:
DATE:
Mayor and Council Members
Jim Dickinson, City Administrator
Discuss Referendum / Potential Community Center Expansion Project
November 27, 2018
ACTION REQUESTED
Per direction at the October 23, 2018 City Council workshop meeting (minutes attached) the
Council is requested to discuss a referendum question related to a Potential Community Center
Expansion Project and provide direction to staff on how the Council would like to proceed.
BACKGROUND
Attached to this staff report is the League of Minnesota Cities Informational Memo on City Special
Elections. As you review, please keep in mind the City of Andover is a Statutory City.
Administration comments on construction financing:
Consulting with the City's Fiscal Advisor, Ehlers and Associates, the City would obtain the best
possible interest rates and overall borrowing cost for a Community Center expansion, as well as
the most control over debt repayment and prepayment terms, via a competitive bid offering of
General Obligation (GO) bonds. Minnesota Statutes provide cities with two options for GO bond
financing of community/recreational facilities:
(1) GO Referendum bonds, and
(2) GO Tax Abatement bonds.
Interest rates would be the same with either option, as investors would look to the City's GO pledge
and credit rating, and not the specific GO bond authority used. For GO Referendum bonds, a vote
of the residents would need to be coordinated, and for GO Tax Abatement bonds the Council
would need to hold a public hearing and approve a resolution to move forward.
The City of Andover has issued GO Referendum bonds for the acquisition of Open Space after a
referendum vote in 2006. Also, the City of Andover has already used GO Tax Abatement bonds
in 2012 to refinance the 2006 and 2007 EDA Lease Revenue refunding bonds on the current
Community Center.
ed,
Andover City Council Workshop Meeting
Minutes —October 23, 2018
Page 6
The City currently has a AA+ Plus rating, and a review would be conducted by Standard & Poor's.
Mayor Trude asked how the City's debt level at 19% compares to other metropolitan cities. Mr.
Dickinson stated the City is using 19% of its total debt capacity, and annual allocation toward debt
service will be 25% or less. Andover is considered a low -debt community.
Mayor Trude asked whether interest rates will increase. Mr. Dickinson stated he believes rates
will ultimately stabilize, and current interest rates while rising are still phenomenal rates when
compared to historic averages.
POTENTIAL COMMUNITY CENTER EXPANSION PROGRESS UPDATE
Mr. Dickinson stated the project estimate was $18.9 million for what was presented on October 9,
2018. Discussions have taken place with the architect and construction manager including a
detailed value engineering meeting. This meeting covered plumbing, fixtures, landscape irrigation
and exterior design aspects of the proposed building where some modification and cost reduction
is possible.
City Staff have met with representatives of the YMCA, and they may work with the City on
financing, but they will be responsible for their portion. The lease arrangement has been in place
since 2004. The YMCA currently makes a payment to the City on an annual basis. City Council
authorization will be required for construction to move forward.
Mr. Dickinson specified a deadline of November 15, 2018, for architects, mechanical and electrical
contractors to provide plans and estimates. He added he hopes to provide the City Council with
details at the November 27`x' workshop meeting or a special meeting. He requested the City
Council's input on the building's exterior materials. Pre -cast had been previously discussed.
Mayor Trude asked if there would be cost savings associated with using exterior panels other than
custom design panels. Mr. Dickinson confirmed this. He added the building footprint could be
reduced, or other components removed with Council approval. He noted he wants to retain a small
contingency in the budget for construction.
Mayor Trude asked whether the original construction costs came in under budget. She added the
project was over budget during the bidding phase. Mr. Dickinson stated the construction team was
able to remove 5-6% of the total project cost on bid day.
Councilmember Holthus asked when other components could be considered for elimination, such
as the addition of restrooms on the east side of the building, and small locker rooms. Mr. Dickinson
stated those items are being considered for elimination but stressed the importance of meeting
current Code.
Councilmember Knight asked whether parking could be reduced. Mr. Dickinson stated minimum
parking requirements must be met. He added performance-based parking requirements can be
Andover City Council Workshop Meeting
Minutes — October 23, 2018
Page 7
utilized. The City has historically utilized Sunshine Park for overflow parking for major events at
the community center. He noted parking is an area that is being reviewed from a value engineering
standpoint.
Mr. Dickinson stated the parking renovations on the Hanson Boulevard side will not be eliminated,
and access to City Hall from Crosstown Boulevard is being considered to be eliminated. City Staff
will review the project for possible cutbacks. Best case for bid documents will be in February
2019.
Councilmember Bukkila asked about the referendum question discussion that was tabled. She
wondered when that discussion would be brought back. Mayor Trude requested that this issue be
reviewed at the City Council's November 271h Workshop.
9-2023 CIP DISCUSSIONS
Mr. Dickinson stated the Capital Improvement Plan (CIP) document, which is still in draft form,
will be amended based on City Council feedback. The City Campus Master Plan document was
updated, and budget targets reviewed.
Mayor Trude asked whether the budget would be reduced if the expansion project and Community
Center updates are completed simultaneously. Mr. Dickinson stated revenues will need to balance
out to pay for projects. He added the City will partner with the YMCA on common improvements.
Mr. Dickinson stated the City has been reviewing the Community Center Expansion project for 3-
4 years and conducting analysis to identify potential issues. Capital items must have a minimum
$5,000 cost to be included in the CIP.
Mr. Dickinson stated the CIP provides a review of areas of significant improvement and identifies
potential items that can be completed simultaneously. These might have different funding sources.
Mr. Berkowitz stated the Yellow Pine Bypass Project will require a sewer system upgrade. He
added a wet well structure is already in place on the north side of Crosstown Boulevard, and a line
will be constructed to Pinewood trunk through Sunshine Park. This project will be undertaken
during summer 2019. He noted, with the potential Hanson Boulevard bypass, it makes sense to
put the pipe in now and free up capacity to be ready for development east of the railroad tracks.
Mayor Trude asked whether Mark Smith's property is part of another system. Mr. Berkowitz
confirmed that the trunk line that will extend across Coon Creek to serve that development. He
added the developer's funded lift station is on the north side of Wintergreen Street.
2018 B UDGET PROGRESS REPORTS
Mr. Dickinson stated park and recreation projects were identified by the Park & Recreation
Commission and City Council and addressed at the last City Council Workshop. $15,000 is
rG2Uo
LEOF
MINNESOTA
CITIES
INFORMATION MEMO
City Special Elections
Understand which election questions are authorized or required by state law and which are not.
Learn about several other aspects of special elections, including the procedures to call and hold
special elections; how general election law applies; the form and effect of recalls and other resident
petitions; elections to fill a council vacancy; and ballot form requirements. Links to model
ordinance calling for a special election at the same time as the general election.
RELEVANT LINKS:
1. Special Election Purposes
Special elections are held so local voters can weigh in on a city -specific
issue. There are two basic special elections:
Minn. Sial. § 205.01, subd.2.
a An election to fill a vacancy in public office.
Mine: Stat. § 200.02. subd. 4.
• An election to decide a question relating to the city that is lawfully
submitted to the local voters.
Minn. stat. § 205.10.
For simplicity, this document uses "special election" or "ballot question"
to describe any city election held to fill a vacancy or on a city -specific
question. Special elections may be held at the same time as the general city
or state election. Alternatively, special elections may be held at other times
according to state law, as long as the city holding the election meets the
timelines and posting requirements. also found in state law. City councils
cannot hold special elections on questions unless authorized to do so by
state law.
When a special election is held in conjunction with a regular election, it is
still called a special election. In other words, a special election does not
become part of the regular election just because it is held at the same time.
For example, a special election to fill a vacancy has a special heading on
the general election ballot that says "Special election for council member
to fill vacancy in term expiring ........,"
Minn. R. 9250.1810, subp.
10.
Best practice suggests, and on some election issues the law requires, that
any city holding a special election on a city -specific issue consult the city
attorney as far in advance as possible.
This material is Provided as general information and is not a substitute for legal advice. Consult your attorney for advice concerning specific situations.
145 University Ave. West v✓Jnnc.org 8/13/2018
Saint Paul, MN 55103-2044 (651) 281-1200 or (800) 925-1122 0 2018 All Rights Reserved
RELEVANT LINKS:
II. General election law applies
Secretary of State: City Clerk
Cities must follow any requirements in the statute authorizing the special
Election Guide.
election. In addition, cities must follow general election procedures. For
example, a city must ensure that all general election -related deadlines can
be met before scheduling the election. For ballot question elections,
consider both general election law and the specific statute authorizing the
ballot question.
This means notice, publication, and posting requirements for elections on
Minn. stat § 205.16. sand. I
Minn. Stan. § 473.121. subd.
filling vacancies and ballot questions are the same as those for a general
2
city election. Special elections on questions must be preceded by two
weeks' published notice. Ten days' posted notice is optional. Fourth-class
cities (under 10,000 in population) in non -metropolitan cities (generally
outside of the seven -county metro area) may choose to give 10 days'
posted notice instead of publishing notice. Election judges who served at
the last election may serve for the special election.
Minn. stat. §205,16.
When a special election is to be held at the same time as the general
election, the notice of the general election and the special election may be
included in the same notice. The notice should include wording to indicate
that a special election will be held in conjunction with the regular election.
In other words, the notice would state: the date of the election; voting
hours; the locations of the polling places; the offices to be filled and the
questions to be voted on in the regular election; and the offices to be filled
and the questions to be voted on at the special election.
Minn. stat. § 205.16, subd.4.
The city clerk must provide written notice at least 74 days before every
municipal election to the county auditor, including the date of the election
and the office and questions to be voted on.
The notice must include the date of the election, the offices to be voted on,
and the title and language for each ballot question.
Minn. stat. § 205.10. Minn.
A special election ordered by the city council on its own motion may be
Stat, § 205.16, sabd.4.
canceled by motion of the city council as long as written notice is provided
to the county auditor at least 74 days before the municipal election.
Minn. stat. § 41021.
Where general election laws and charter provisions dealing with
nominations, primary elections, and municipal office elections are
inconsistent, the charter provisions control. In this case, general election
laws apply only as far as they are consistent with the charter.
Minn. stat. § 205.16, sands.
The same ballot publication and posting requirements also apply. At least
2.3.
two weeks before the election, the clerk must publish a sample ballot in
Minn. stat. § 473.121.
the city's official newspaper. (A fourth class city not in the metropolitan
county may dispense with publication).
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 2
RELEVANT LINKS:
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 3
At least two weeks before the election, the clerk must also prepare a
sample ballot and make them available for public inspection in the clerk's
office.
III. Filling Vacancies in Elective Offices
Minn. stat. § 412.02, subs.
When a vacancy occurs in a statutory city council, the statutes provide that
2a.
Minn. Stat. § 205.10, subs. 2.
a vacancy "shall" be filled by appointment, generally indicating that the
Minn. Stat. § 645.44, soled.
action is mandatory. The attorney general has held that it is mandatory to
16.
A.G. Op. 471-M (Oct. 18,
fill vacancies in office. In certain situations, the city must hold a special
1951)
election in addition to making an appointment.
When a special election is necessary, the council must appoint a person to
Handbook, Elected Officials
and Council Structure and
hold the vacant position until voters elect a candidate to serve in that
Rate.
position at the special election. Procedurally, the council should adopt a
Accepting Council Member
resolution that declares the vacancy. After considering interested and
Resignation and Declaring a
qualified residents, the council must appoint an eligible person to fill the
Vacancy, LMC Model
Resolution.
vacancy. Where appropriate, the city council then calls for a special
election.
A. Determining need
Minn. stat. § 412.02, subs.
In deciding whether a special election is necessary in a statutory city, look
2a.
Handbook, Elected Officials
at when the vacancy occurred and the amount of time left on the unexpired
and Council Stnuctnre and
term. To determine if a special election is necessary, the city must answer
Role, Section I -E; Section 1-
F.
the following two questions:
• Did the vacancy occur before the first day to file affidavits of
candidacy for the next regular city election?
• Do more than two years remain in the unexpired term?
Minn. stat. § 412.02, subs.
When the answer to both questions is "yes," a special election to fill the
2a.
Handbook, Elected Officials
vacancy is necessary. If the answer to either or both of these questions is
and Council Structure and
"no," a special election is not necessary. Where no special election is
Role, Section I -E; Section 1-
F.
necessary, the appointed person serves for the duration of the term.
Minn. stat. § 205.02, subs. 2.
In a charter city, look to the charter to determine how a vacancy should be
Minn. Stat § 205.10.
A.G. op. 63-A-11 (Dec. 20,
filled. City charter provisions may govern how to fill the vacancy over
1966). A.G. Op. 63 -A -I I
general state law. For example, if a charter provides that a vacancy is filled
(April 24, 1979).
Minn. stat. § 205.01
by appointing a replacement for the remainder of the term (regardless of
when the vacancy occurs or how much time is left on the term), the charter
provision overrides the requirement in state law that calls for a special
election. Certain election law provisions do not apply to charter cities so
charter cities should work with their city attorney on election issues.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 3
RELEVANT LINKS:
Minn. stat. § 410.33. Minn.
If the charter is silent on how to fill vacancies, the city may follow the
Stat. § 412.02, subd. 2a.
same process as statutory cities. Consult the city attorney for specific
advice on how to fill a vacancy.
B. Timing
Minn. stat. a 412.02, subd.
A special election to fill a council vacancy may be held at or before the
2a.
next regular city election. Many cities hold this type of special election at
the same time as the next regular city election. In order to hold a special
ProviCingfor Special
Elections to Fill Council
election before the next regular city election, the council must adopt an
Vacancies, LMC Model
ordinance that specifies under what circumstances it will hold a special
Ordinance.
election to fill a vacancy before the next regular city election. The city
may choose to adopt an ordinance that addresses all future special
elections on vacancies.
An example of this would be an ordinance that requires a special election
every time a vacancy occurs within a specified period of time before the
filing period for the next regular election. A different option would be to
adopt an ordinance that addresses only one particular election; this type of
ordinance would not apply to all future special elections.
Generally, if an ordinance allows the city to hold a special election before
Minn. stat. § 205. 10, sand
3a.
the next regular city election, an election to fill a vacancy may be held on
any of the days allowed by statute.
Cities must have a special election on one of uniform election dates:
Minn. stat. § 205.10. subd.
3a.
• The second Tuesday in February.
• The second Tuesday in April.
• The second Tuesday in May.
• The second Tuesday in August.
• The first Tuesday after the first Monday in November.
• On another date if the special election is held in response to an
emergency or disaster. "Emergency" means an unforeseen
combination of circumstances that calls for immediate action to
prevent a disaster from developing or occurring. "Disaster" means
a situation that creates an actual or imminent serious threat to the
health and safety of persons or a situation that has resulted or is
likely to result in catastrophic loss to property or the environment.
A home rule charter city must not designate additional dates in its charter.
League of Minnesota Cities Information Memo: 8/13/2018
City special Elections Page 4
RELEVANT LINKS:
Minn. stat. § 351.055.
If it is certain that a vacancy will occur in the future and there must be a
special election for the position, the city council may begin the process
leading up to the special election so that a successor may be elected at the
A.G. op. 471-M (June 5,
1958).
earliest possible time. For prospective vacancies that will occur as a result
of a resignation, preparations for the special election may begin
immediately after the written resignation is received by the council. Cities
should not appoint a person to a vacancy before the vacancy exists.
C. Election administration
Handbook, Election
A special election to fill a vacancy is administered in the same manner as a
Procedures,
Secretary of state City Clerk
general election. This means that the same notice requirements must be
Election Guide.
followed. Similarly, filing for the office takes place in the same way for
both general and special elections.
D. Taking office
Minn. stat. § 204o.02, subd.
Generally, the terms of elected city offices begin on the first Monday in
2.
A.G. op. 471-M (Nov. 23,
January following the election. However, in a special election to fill a
1999).
vacancy, the new council member is eligible to qualify and take office
upon receipt of an election certificate.
IV. Special elections on ballot questions
A. Authorized questions
Minn. stat. § 205.10, subds.
State law refers to "special elections on questions," "public questions,"
1, 5.
Minn. stat. § 205.02, subd. 2.
and "ballot questions" when discussing citywide votes on questions voters
Minn. stat. § 211A.01, subd.
have legal authority to decide. A "ballot question" is a proposition placed
z.
on the ballot to be voted on by the voters of one or more political
subdivisions but not by all the voters of the state. The secretary of state
uses the term "city question ballot' on the example ballot. This memo uses
the terms "ballot question election" and "special election on a question" to
refer to a local special election on a city -specific question.
All of these terms mean an election, or vote, on a city -specific issue. Even
A.G. Op. 484c-1 (Oct. s,
2000).
though this election may coincide with a statewide election, it is a separate
or special election. One example of a ballot question is whether a city will
issue licenses allowing local restaurants to sell liquor with meals on
Sundays, sometimes called a "Sunday liquor" election.
Most statutes giving local voters the power to vote on a ballot question
Minn. stat. § 205. 10, subd. 1.
contain some additional information, from phrasing the question on the
ballot to the number of votes required to pass the ballot question.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 5
RELEVANT LINKS:
A.G. Op. 159a-3 (May 24,
Cities may spend a reasonable amount of money to educate voters on
1966). A.G. Op. 476-B-2
(Apr. 29,1954). A.G. Op.
relevant facts relating to the ballot question. In putting out materials to
442-A-20 (Jul. 10, 1952).
educate the voters, the city cannot also promote a certain outcome of the
LMC information memo,
Public Purpose
vote. This is because cities generally cannot expend public funds to
Expenditures.
support or oppose a ballot question. However, there is a limited exception
State auditor's Statement of
Position Expenditure of
to this general rale where a state act or proposal could have a "direct and
Public Funds on Ballot Issue
substantial effect" on the interests of a specific city. If the city is
Advocacy (March, 2013).
A.G. Op. (June 30, 2006)
considering whether or not to spend public funds on promoting or
(informal letter opinion).
opposing a ballot question, the city should seek specific legal advice from
the city attorney.
A ballot question must have a title and the city attorney must review that
Minn. R. 8250.1810, subp.
10
title to determine whether it accurately describes the question asked; the
Sea section vitt: eallois.
title cannot be used on the ballot until approved by the city attorney. A
Minn. Stat. § 205.10, subd. 3.
Minn. stat. § 645.44, subd. 5.
special election on a ballot question may be held at the same time as a
Minn. Star. § 205.10, subds.
general election or at any other time allowable by law.
1, 5.
A special election held in a city must be held on one of the following
Minn. Stat § 205.10, subd
dates:
3a.
• The second Tuesday in February.
• The second Tuesday in April.
• The second Tuesday in May.
• The second Tuesday in August.
• The first Tuesday after the first Monday in November.
• On another date if the special election is held in response to an
emergency or disaster. "Emergency" means an unforeseen
combination of circumstances that calls for immediate action to
prevent a disaster from developing or occurring. "Disaster" means a
situation that creates an actual or imminent serious threat to the health
and safety of persons or a situation that has resulted or is likely to
result in catastrophic loss to property or the environment.
A home rule charter city must not designate additional dates in its charter.
Secretary of State 2016 City
The notice of a special election (whether published or posted) must clearly
Clerk Election Guide. See
also, Handbook, Election
state the question. As under general election law, the clerk must also
Procedures.
publish a sample ballot at least two weeks before the election in the
Minn. Stat § 205.16, subd.
official newspaper, except that Fourth Class cities may dispense with
1.
publication. The clerk must post a sample ballot in the clerk's office at
least ten days before the combined special and general election and in each
polling place on election day. The city must follow all other requirements
for the city general election.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 6
RELEVANT LINKS:
AG. op. 640 (Sept. 27,
The law relating to ballot question elections generally applies to both
1972).
Minn. star. § 205.02, subd. 2.
statutory and charter cities. If charter provisions specifically provide for
Minn. stat. § 410.33.
ballot question elections then, generally speaking, the city can hold the
special election pursuant to the charter rather than state law. If the charter
is silent on the issue, the city may apply statutory law governing special
and general elections. Consult the city attorney for specific legal advice on
charter interpretation.
B. Unauthorized elections on questions
Borgelty. Cry of
Voters and city councils often ask about holding an advisory election on
Minneapolis, 271 Minn. 249,
135 N.W.2d 438 (1965).
controversial or politically sensitive decisions facing a city. State law
Alexander y. City of
governs whether a city can hold a local election on a particular topic. For
Minneapolis, 267 Minn. 155,
125 N.W.2d 583 (1963). City
statutory cities, state law explicitly gives local voters the authority to vote
ofBirch,vood village v.
on certain topics. Without specific legislative authority, city councils may
Sines, 576 N.W.2d 458
(Minn. Ct. App.1998).
not hold a special election. In other words, the state legislature delegates
Village of Brooklyn center v.
certain powers to statutory cities; this delegation functions both as a grant
Rippen, 255 Minn. 334,96
Nw.2d 585 (1959). A.G.
of power and as a restriction. Cities possess only those powers specifically
Op. 476-13-15 (Dec. 17,
given by the state legislature or implied to carry out the delegated power.
1940) . A.G. Op. 472-0 (Mar.
20, 1961). A.G. Op. 185b-2
Generally speaking, without the legislative grant of specific authority a
(January 19, 1956). A.G. Op.
statutory city cannot act.
59a-32 (January 25, 2002).
Therefore, the state legislature decides if local voters possess the authority
Muehringv. School Dist. No.
to vote on city -specific issues in statutory cities. The legislature gives city
31 of Stearns County, 224
councils the power to make decisions on most local issues but councils do
Minn. 432,28 N.W.2d 655
(Minn. 1947).
not have the power to re -delegate this decision-making authority to local
voters. Minnesota courts have determined that a city council has no
authority to pass their decision-making power to voters when the
legislature delegates that power solely to city councils.
A.G. Op. 185b-2 (May 3,
In addition, a city council has no authority to spend public funds on an
1967). A.G. Op. 1856-2
(August 22, 196 p.
unauthorized special election. No matter how minimal the cost and even if
See LMC information memo,
money to hold an unauthorized election is donated to the city, the attorney
Public Purpose
Expenditures.
general finds it is an invalid use of public funds. Neutral surveys sent out
by a city seeking feedback from city residents on generic topics such as
city services generally are not special elections.
A.G. op. 63-A-1 I (Aug. 26,
Likewise, charter cities may hold an election on a topic only if the charter
1965). A.G. Op. 1856-2 (Jan.
19,1956).
or statutory law specifically allows it. The attorney general 'repeatedly
finds that charter cities must find specific authority for a special election in
either the charter or statutory law. Best practice suggests charter cities
consult the city attorney for specific legal advice and interpretation of the
charter provisions relating to special elections.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections page 7
RELEVANT LINKS:
Minn. swt. § 412.221, subd.
There are two exceptions to the rule prohibiting advisory elections. First, a
33,
statutory city council has authority to hold a special election on whether
the city should join a special district or similar independent governmental
Secretary of State City Clerk
Election Guide.
body having taxing powers. This question may be submitted to city voters
at a general or special election, but the results are only advisory, not
binding on the council. Second, the Secretary of State's Office considers a
vote to adopt a city charter an exception to the rule against advisory
elections. Note that state law specifically authorizes both of these advisory
elections.
V. Types of ballot question elections
In statutory cities, and in charter cities where the charter is silent on the
method, ballot question elections on authorized subjects occur in a number
of ways.
A. Ballot question elections required by law
Appendix A: special
A number of subjects require a special election before the council finalizes
elections on questions
required by law.
an action on a particular matter. The council proposes the action in a
question, a proposition, or an ordinance and voters either adopt or reject
the council's action.
Minn. star. § 340A.504,
One common example of a ballot question election required by law is the
subd. 3(c).
Appendix A: Special
sale of intoxicating liquor on Sundays. A city may issue licenses to sell
elections on questions
intoxicating liquor on Sundays only if the voters approve the council
required by law.
action at a special election on that question.
B. Ballot question elections called by council or
by petition
Appendix B: Statutorily
On other topics, there are two ways that a special election may arise:
authorized special elections
called by council or subject
to petition.
Minn. Stat. § 205.10.
A.G. Op. 476-B-15 (Dec. 17,
• The council may pass, by a majority vote of a quorum, a motion
1940). A.G. op. 472-0 (Mar.
calling for a special election on an authorized question.
MiR. .
Minn. R. ch8205.
0 The council must order a vote on a ballot question if it receives a
Sea section IV: Petition,
sufficient petition. State rules govern petitions.
Minn. stat. § 205.10.
A special election ordered by the city council on its own motion may be
Minn. Stat. § 205.16.
cancelled by motion of the governing body. However, the council may not
cancel a special election less than 74 days before the election. If the
special election is cancelled, the clerk must provide written notice to the
county auditor not less than 74 days before the election.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 8
RELEVANT LINKS:
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections - - Page 9
C. Optional ballot question elections
Minn. stat. § 413.02.
A few statutes allow ballot question elections after receiving a petition but
Appendix C: Statutorily
permitted special elections.
do not require them. Changing the name of a city is one example where the
council may submit a ballot question to local voters after receiving a
petition but the statute does not require it.
D. Reverse referenda or elections to revoke
council action
Appendix D: Council action
In narrowly applicable situations, eligible voters may petition for a special
subject to reversal by voters.
election to reverse a particular council action. Referenda are votes of the
electorate on a particular subject. Because voters petition for the chance to
reverse a council action, this type of special election is commonly known
as a reverse referendum.
Section 1V: Petitions.
The particular statute allowing a petition to reverse the council governs
these special elections. State rules govern the form of petitions. Typically,
voters have only a certain number of days to submit a petition calling for a
vote to reverse a previous council action. Reverse referenda are unusual;
consult the city attorney for specific legal advice.
E. Recall or removal from office
Local voters often ask if the city can hold a vote to remove a particular
Section IVUnauthorized
:
erections on questions.
local official from office in a special election. As discussed previously,
Minn. stat. § 351.02 (5).
voters in statutory cities have only those powers delegated to them by the
Minn. Slat. § 410.20.
Minn. const. an. VIII, § 6.
state legislature. Currently, voters in statutory cities have no authority to
Jacobsen v. Nagel, 255
petition for, or vote on, removing an elected official from the city council.
Minn. 300,96 N.W. 2d 569
(1959).
In some situations, councilmembers lose office by operation of law, for
example if a person is convicted of a felony; but there is no authority to
remove officers by a vote.
Minn. stat. § 351.01.
Charter cities may have limited authority in the charter to remove elected
Minn. Const. art. VIII, § 5.
Minn. Stat. § 410.20.
officials. Recall elections in charter cities are limited by the Minnesota
State ex rel. Martin v.
Constitution. The charter may allow for a recall election to remove an
Burnquis6 141 Minn. 308,
170 N.W. 201 (Minn. 1918).
elected official due to malfeasance or nonfeasance in the performance of
Stale ex rel. Kinsella v.
Eberhart, 116 Minn. 313,
his or her duties. To constitute malfeasance or nonfeasance the conduct
133 N.W. 857 (Minn. 1911).
must affect the person's performance of official duties rather than conduct
that affects their personal character as a private individual. All of this is a
fact specific determination so charter cities must consult the city attorney
before seeking an election to recall or remove a city official from office.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections - - Page 9
RELEVANT LINKS:
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 10
VI. Petitions
Minn. Stat. § 20413.071.
In statutory cities, petitions submitted by voters requesting an election on a
legally authorized question must comply with state law and rules. State
Minn. stat. § 205.10, subd. 2.
rules set by the Minnesota secretary of state govern the form, circulation,
signing, filing and inspection of petitions. If a city charter specifically
addresses petitions, the charter provisions may prevail over state law and
rules.
A. Form of petition
Minn. R. ch. 8205.
Minnesota state rules include detailed requirements regarding petitions.
This section is only intended as a general overview of petitions, so be sure
to consult the rules when working with a petition.
Minn. R. 8205.1010.
A petition must be prepared on paper no larger than 8-1/2 inches wide and
14 inches long. Each petition page must have both a short title describing
the purpose of the petition and a statement summarizing the purpose of the
petition. For petitions seeking to get a question on the ballot, each petition
Minn. R. 8205.1020.
page may have a statement of 75 words or less summarizing the ballot
question. Each petition page must include the following statement: "All
information on this petition is subject to public inspection." The language
on the petition must be no smaller than 10 -point type. Petitioners may
circulate photocopies of a sample petition page.
Minn. R 8205.1010.
Each petition page must have no more than 10 signature lines. The
signature lines must be consecutively numbered. Each signature line must
have space for the date of signature; a signature; the signatory's year of
birth; printed first, middle, and last name; and residence address,
municipality, and county.
Minn. R. 8205.1010.
Each petition page must have a signer's oath in no smaller than 12 -point
bold type. The signer's oath and the signature lines must be on the same
side of the paper. If the form of the signer's oath is not specified by statute,
the following oath must be used: "I swear (or affirm) that I know the
contents and purpose of this petition and that I signed this petition only
once and of my own free will."
Minn. R. 8205.1010.
Each petition page must include the following statement immediately
above the signature lines: "All information must be filled in by person(s)
signing the petition unless disability prevents the person(s) from doing
so."
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 10
RELEVANT LINKS:
Minn. R. 8205.1040. Minn.
Stat. § 211 A.01, subd. 7.
A.G. Op. 185-b (June 15,
2007).
Minn. R. 8205.1040.
Minn. R. 8205.1040.
Minn. Stat. § 205.10.
Minn. Stat § 645.26, subd. I
Minn. Stat. § 200.039.
1. Filing a petition
The city clerk accepts petitions as the filing officer. State law defines the
"filing officer" as the officer authorized by law to accept affidavits of
candidacy or nominating petitions for an office or the officer authorized by
law to place a ballot question on the ballot.
The person filing the petition must submit the entire petition at one time to
the clerk. The petitioners may submit the petition by mail, messenger, or
similar delivery service. Filing of a petition is effective upon receipt by the
clerk. Petition pages must not be altered by anyone except the clerk for
verification purposes after the petition has been filed.
The clerk must provide the person filing the petition with a receipt for the
petition. The receipt must include the type of petition filed; the name,
address, and telephone number of the person submitting the petition; the
date on which the petition was filed; and the total number of pages in the
petition submitted.
2. Number of signatures required on petition
As used here, a "sufficient petition" means the required number of voters
sign the petition. Typically, this is a percentage of voter's signatures from
a previous election. Sometimes the specific statute authorizing a petition
does not indicate what percentage of voter signatures a sufficient petition
needs. The default in state law requires that the petition contain the
signatures of a number of voters equal to 20 percent of the total number of
people who voted at the last city general election. However, a number of
statutes authorizing petitions for special elections provide a different
number of signatures needed for a valid petition. The more specific law
prevails and acts as an exception to the general law. Practically speaking
cities should consult the city attorney if a question arises regarding the
number of signatures required on a petition.
3. Counting percentage of voters required for
sufficient petitions
Even where the specific state statute lists a particular percentage of voter
signatures, state law provides guidance for tabulating that percentage:
• If a statute requires that a specific number of people who voted in a
previous election sign a petition then the statute must be read to mean
that any currently eligible voter may sign the petition-- and their
signature counts when tabulating the percentage of voter signatures
required.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 11
RELEVANT LINKS:
• Thus, the statute must not be read to restrict eligibility to sign to only
those individuals who were eligible to cast ballots or who actually did
cast ballots in the previous election.
4. Sufficiency of petition
Minn. R. 8205.1050.
The clerk must inspect the form of the petition to determine if it complies
Anderson v. City ofBiduth,
with all form and filing requirements. The clerk need only determine
279 Minn. 50, 155 N.W.2d
substantial compliance with regard to any type size on the form. The clerk
281 (Minn. 1967). Williams
v. Donovan, 253 Minn. 493,
must also inspect the petition to determine whether it has been signed by
92 N.W.2d 915, (Minn.
the required number of signatories and whether the signatories meet the
1958).
Minn. stat. § 201.09t.
applicable eligibility requirements. The rule does not address how the
Secretary of state Frequently
clerk verifies eligibility of the signatories but case law implies checking
Asked Questions - Petition
Signatures.
lists of registered voters and eligibility to vote.
If the petition has not been signed by the required number of qualified
signatories, the clerk must notify the person who filed the petition:
• That the petition has not been signed by the required number of
signatories.
• The number of additional signatures needed for a sufficient petition.
Minn. R. 8205.1050.
If the time for circulating the petition has not expired, the petitioners may
collect additional signatures and submit them at one time to the clerk
before the circulation period expires.
Minn. R. 8205.1050. Minn.
If the petition satisfies the form requirements and has been signed by the
R. 8205.1010.
required number of qualified signatories during the applicable time period,
the clerk must notify the person whose name is on the petition receipt that
the petition is sufficient.
Minn. R. 8205.1050.
The clerk must complete the verification of a petition as soon as
practicable, but no later than 10 working days after the day on which the
petition was filed.
In re Referendum to Amend
Courts take notice of how difficult it is to prepare and to circulate
City ofCrand Rapids,
Minnesota Mum. Elections
petitions. Frequently citizens, not skilled in the technical aspects of the
Ordinance No. 04-08-11, No.
law, prepare such petitions. Courts typically exercise extreme caution in
31 -CV -05-3798 (Minn. Ct.
App. July 18, 2006)
ruling petitions out on mere technicalities and view petitions as the result
(unpublished decision).
of democracy working at the grassroots level. Consider working with the
Bogen v. Sheedy, 304 Minn.
62,229 N.W M 19 (Minn.
city attorney on handling any petition irregularities.
1975).
B. Petitions with no legal effect
A.G. op. 472.0 (Jul. 31,
Citizens have the right to petition the city council on any issue. Such
1959),
petitions may have a political effect but unless a state statute or city charter
authorizes the petition, it has no legal effect.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections - Page 12
RELEVANT LINKS:
Minn. Stat. § 204BA6.
Minn. R. 8210.3000.
Secretary of State Mail
Voting Guide.
Minn. Stat. § 204B,46.
Minn. R. 8210.3000.
Secretary of State Mail
Voting Guide.
Minn. Stat. Ch. 203B.
Minn. Stat. § 204BA&
Minn. Stat. § 205.075,
subd.4. Minn. Stat §
205A.10.
Minn. Stat. § 20413.46.
Minn. Stat § 203B.121
solid. 4.
Minn. Stat. § 204B.46.
In other words, the council does not have an obligation to act on the
petition, but it may certainly discuss the issue.
VII. Ballot question special elections held by
mail
A city may hold a ballot question special election by mail. (This is a
slightly different process than holding a regular election by mail.) The
only required location for a polling place in a ballot question special
election held by mail is the office of the county auditor or city clerk. No
offices may be voted on. Notice of the election must be given to the county
auditor at least 74 days prior to the election. The special mail ballot
procedures must be posted at least six weeks before the election.
The city clerk must mail ballots by nonforwardable mail to all registered
voters in the city no earlier than 46 days or later than 14 days before a
special election on a question. No later than 14 days before the election,
the clerk must make another mailing of ballots to those voters who
registered to vote after the initial mailing, but before the 20th day before
the election. Eligible voters who are not registered at the time the ballots
are mailed may still apply for ballots in the same manner that one applies
for an absentee ballot under Chapter 20313.
The clerk must appoint a ballot board. The board may consist of staff
trained as election judges. Election judges must be from different major
political parties unless the law provides otherwise. The ballot board
examines the return envelopes and marks them "accepted" or "rejected"
within three days of receipt if there are 14 or fewer days before the
election, or within five days of receipt if there are more than 14 days
before election day.
If the ballot is accepted, the clerk must mark the roster to indicate the voter
has cast a ballot in that election. After the close of business on the seventh
day before the election, the accepted return envelopes may be opened,
duplicated as needed, initialed by the ballot board, and deposited in the
ballot box. In all other respects, state election laws governing deposit and
counting ballots applies. No vote totals may be made public before the
close of voting on election day.
If an envelope has been rejected at least five days before the election, the
ballots in the envelope must remain sealed and the clerk must provide the
voter with a replacement ballot and return envelope. If the ballot is
rejected within five days of the election, the envelope must remain sealed
and the official in charge of the ballot board must attempt to contact the
voter by telephone or email to notify the voter that the voter's ballot has
been rejected. The official must document the attempts to contact the
voter.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 13
RELEVANT LINKS:
VIII. Ballots
Minn. star. § 2046.1 IS, sand.
Cities must use optical scan ballots for all elections, even if the city will
1(b).
Help America Vete Act,
hand count the ballots. Also, each precinct must have at least one
Public Law t07-252,
AutoMARKTM system, which allows voters with disabilities to vote
301(a)(3)(B).
Minn. star. § 2046.36, sand.
independently. AutoMARKTM systems only read optical scan ballots.
ecreta
Because optical scan ballots must be used for the AutoMARKTM systems
S y of state City clerk
Election Guide.
and because every voter must use the same ballot, all cities must now use
Secretary of State sample
optical scan ballots for all elections.
General Election Ballot.
Sample General Election
Ballot Explanatory Notes.
Minn. stat. § 206.90, subd. 1.
An optical scan voting system is an electronic voting system where the
voter records votes by marking with a pencil or other device, including an
electronic ballot marker, a ballot on which the names of candidates, office
titles, party designation in a partisan primary or election, and a statement
of any question accompanied by the words "Yes" and "No" are printed.
Minn. stat. § 206.90, subd. 6.
When using an optical scan voting system, all offices and questions appear
Minn. Stat. § 2046.36, subd.
1.
on the same ballot. The ballot must be printed in black ink on white paper
Minn. R. 8250.1810.
except that marks not to be read by the automatic tabulating equipment
may be printed in another color ink. Ballots are no longer printed on blue
or green paper. The paper used for ballots should be of sufficient weight to
prevent the printing from being discernible from the back, as close as
possible to thirty -pound paper.
Secretary of State City Clerk
Contact the county election official to coordinate ballot responsibilities.
Election Guide.
During state election years, the county auditor must coordinate city and
township ballot preparation. The auditor provides specific instruction to
cities as to ballot preparation.
Minn. star. § 205.02, subd. 2.
There are certain election law provisions that may not apply to charter
cities so charter cities should work with their city attorney on formatting
the ballots.
A. Offices
Minn. stat. § 206.90, subd. 6.
When more than one of the following offices is on the ballot, the offices
must appear in this order:
• FEDERAL OFFICES.
• STATE LEGISLATIVE OFFICES.
• CONSTITUTIONAL AMENDMENTS.
• COUNTY OFFICES AND QUESTIONS.
• CITY OFFICES AND QUESTIONS.
• TOWN OFFICES AND QUESTIONS.
• SCHOOL DISTRICT OFFICES AND QUESTIONS.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 14
RELEVANT LINKS:
• SPECIAL DISTRICT OFFICES AND QUESTIONS.
• JUDICIAL OFFICES.
Minn. R. 8250.1810.
The name or number of the appropriate municipality, school district, or
special district may be added directly under the types of offices. Election
rules further spell out how this section of the ballot must be designed, as
well as the order of offices and questions under each general category.
Minn. R 8250.1810.
When a special election is held in conjunction with a regular election, the
Minn. Stat. § 205.17, subd. 5.
vacant offices must be listed with the offices of the same type but after any
offices for which candidates will be elected for a full term.
The names of the candidates to fill a vacancy in the office of a council
member in a statutory city shall be listed under the separate heading
"Special election for council member to fill vacancy in term expiring
........," with the date of expiration of the term and any other information
necessary to distinguish the office. Under the heading for the office of
mayor shall be the words "To fill vacancy in term expiring ............."
For charter cities, consult the charter to see if the charter provides the
process for special election candidates to be placed on the ballot. If the
charter is silent, the city may follow the provisions for statutory cities.
Consult the city attorney for specific legal advice.
Minn. 8.8250.1810.
Under each of the offices listed above, one of the following instructions
must be printed:
• VOTE FOR ONE TEAM
• VOTE FOR ONE
• VOTE FOR UP TO ... (followed by the number of candidates to be
elected).
Handbook, Election
Below the instruction, the candidates' names should be listed. Below the
Procedures, Section III -F
Ballots.
name of the last candidate for each office, there must be write-in lines
Minn. stat. § 204836, subd.
equal to the number of candidates to be elected for that office, allowing
2.
Minn. Sut. § 206.90, subd. 6.
voters to write in the names of persons not on the ballot. The line for
write-in votes must contain the words "write-in, if any." If no one has filed
for an office, only write-in lines appear below the title of that office in a
number equal to the candidates to be elected for that office.
B. Questions
Minn. R. 8250.1810.
Ballot questions appear after offices on an optical scan ballot. The heading
must read "CITY QUESTIONS" and be printed in uppercase letters.
Below this caption, the instructions must read: "To vote for a question, fill
in the oval next to the word "YES" for that question. To vote against a
question, fill in the oval next to the word "NO" for that question."
League of Minnesota Cities Information Memo: 8/1 312 01 8
City Special Elections Page 15
RELEVANT LINKS:
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 16
Depending on the type of ballot used, the instructions may instead read:
"To vote for a question, complete the arrow next to the word `YES' on that
question. To vote against a question, complete the arrow next to the word
`NO' on that question."
Minn. R. 8250.1810.
When there is more than one question on the ballot, each question must be
designated by a number. Each question must be labeled "CITY
QUESTION" followed by the number assigned to the question.
Minn. R. 8250.1810.
The city clerk or council must also provide a title for each question on the
ballot. The title must not contain more than 10 words.
The city attorney must review the title to determine whether it accurately
describes the question asked and the title cannot be used on the ballot until
approved by the city attorney. The title must be printed in uppercase letters
and must be printed above the question to which it refers. The body of the
question must be printed in uppercase and lowercase letters.
Minn. stat. § 2046.36, subd.
A concise statement of the question must be printed on the ballot. The
3. Minn. Stat § 206.90, subd.
6. Minn. R. 8250.1810.
words "yes" and "no" must be printed as close to their corresponding vote
targets as possible. Be sure to check the statute that authorizes the ballot
question to see if the statute specifies how the question must be asked.
Minn. stat. § 275.60.
Any question submitted to the voters that authorizes issuing a general
obligation bond, a property tax levy, or tax rate increase must include on
the ballot the following notice, in bold type: `BY VOTING `YES' ON
THIS BALLOT QUESTION, YOU ARE VOTING FOR A PROPERTY
TAX INCREASE." This statement is printed in addition to any other
provisions that govern the contents of ballots questions. Where the
question is about issuing debt obligations, the statement may be
supplemented by a description of revenues pledged to payment of the
obligations that are intended as the primary source of payment.
Minn. stat § 275.61, subd. 1.
Any ballot questions about a levy must state the maximum amount of the
Minn. Stat. § 275.61.
increased levy as a percentage of market value and the amount that will be
raised by the new referendum tax rate in the first year it is to be levied.
This does not apply to tax levies for the payment of debt obligations that
are approved by the voters after June 30, 2008.
C. Primary ballots
Minn. stat § 200.02, subds.
3, 5.
Some cities hold primary elections for city offices. In a primary election,
Handbook, Election
voters choose the nominees for the offices to be filled at a general election.
Procedures. Secretary of
When a city with primaries holds a special election to fill a vacancy, a
State City Clerk Election
Guide.
special primary may be necessary. Optical scan primary ballots are very
Secretary of state sample
similar to general election optical scan ballots.
Primary Ballot. Sample
Primary Ballot Explanatory
Notes.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 16
RELEVANT LINKS:
IX. After the election
A. Ties
Minn. stat. § 204C.34.
Under Minnesota law, when an election results in a tie, state law requires
the canvassing board to declare the winner of the tie "by lot." By lot means
determining the winner of a tie by any game of chance in which both
candidates have an equal chance of winning—like flipping a coin or
drawing straws.
B. Recounts
Handbook, Election
As with any election, a special election candidate may request a recount.
Procedures.
Secretary of state City clerk
Any candidate or voter may also contest the special election. A recount or
Election Guide.
contest of a special election should be handled in the same manner as a
regular election contest
Minn. stat. § 204C,36, sued.
A discretionary recount may be conducted at city expense for a ballot
3.
question when the vote is close, meaning a difference between the votes
for and the votes against the question is less than or equal to one-half of
one percent of the total votes counted for that question or 10 votes or less
when the number of votes cast on that question is 400 or less.
Minn. stat. § 204C,36, subd.
The recount may be requested by any person eligible to vote on the ballot
3.
question and must be accompanied by petition signed by 25 voters also
eligible to vote on the question. When the written request is received and
the difference between the votes for and the votes against is less than that
mentioned above, the city must recount the votes for the question at its
own expense. If the difference is greater, the person requesting the recount
must also file a bond, cash, or surety in an appropriate amount set by the
council. The written request, petition, and any bond, cash, or surety must
be filed during the time for notice of contest for the election for which the
recount is requested.
C. Other procedures
Handbook, Election
Procedures.
The same post-election steps and procedures that the city follows for
general elections should also be followed after a special election. The city
Minn. stat. § 204s.40.
clerk must retain all special election materials returned to them after any
Handbook, Records
Management. General
election. State law and the records retention schedule require retention of
Records Retention Schedule
election materials for at least 22 months from the date of that election
for Minnesota Cities (May
2017.
unless otherwise ordered by a court order. If someone challenges the
results of a special election in an election contest, all materials involved
must be retained for 22 months or until the contest has been finally
determined, whichever is later.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 17
RELEVANT LINKS:
Abstracts filed by canvassing boards must be permanently retained by the
officer with whom the abstracts are filed. Sealed envelopes containing
voted ballots must be retained unopened, unless law otherwise provides.
The ballots must be stored in a secure location. The clerk must not permit
any voted ballots to be tampered with or defaced.
X. Conclusion
Conducting elections is one of the most important responsibilities local
officials have, particularly city clerks. Working through both state election
law and the specific statute authorizing a special election provides cities
guidance on how to hold special elections and hear directly from local
voters on city special election issues.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 18
Appendix A: Special elections on questions required by law
Topic
Statute
Procedure
Other information
Issuance of general
Minn. Stat. §
When council resolves to issue
Notice of election may contain one or more
obligation bonds
475.57-.59.
such bonds it must submit the
ballot question for acquisition,
(commonly called GO
question to the voters at a general
construction, or improvement of any
bonds).
or special election. If it fails, the
facilities at one or more locations. Ballot
question must not resubmit for
question shall state maximum amount and
180 days,
purpose of the proposed bond issue.
May city with municipal
Minn. Stat. §
Special election required before
Commonly known as "split liquor'
liquor store issue licenses
340A.601, subd.
city can issue certain on -sale
election. (For sample ballot, see LMC
to sell on -sale intoxicating
5.
private licenses in cities with a
information memo, Liquor Licensing and
liquor to hotels, clubs and
municipal liquor store.
Regulation.)
restaurants.
License to sell
Minn. Stat. §
City may issue Sunday liquor
See LMC information memo, Liquor
intoxicating liquor on
340A.504, subd.
license only if vote on question
Licensing and Regulation.
Sundays.
3(c).
passes at general or municipal
election.
Imposition of local sales
Minn. Stat §
Council adopts specific
Question must be submitted to voters at
tax permitted by special
297A.99, subd. 3,
resolution on local sales tax,
general or special election before
law.
approval to collect the tax is requested
from the state legislature.
Increase or decrease
Minn. Stat §
Council must submit question to
Council adopts ordinance at least 60 days
number of city council
412.02, subd. 6.
voters to increase or reduced the
before the next regular city election.
members.
number on council to 7 or 5
Ordinance must include a schedule of new
members.
elections and terms. Change effective if
- -
majority of those voting on the question
are in favor of it.
Combining cities.
Minn. Stat. §
During 1"or 2"d year of
Vote held according to general election
465.52. Minn.
cooperation, special election must
law, on same day in each city. May repeat
Stat. § 465.84.
be held on combination.
election once in following year if it fails.
Charter election.
Minn. Stat. §
Notice of election must contain
See statute for ballot question. Charter
410.10.
complete charter; publish once a
election must be held within 6 months of
week for two successive weeks in
delivery of draft charter to council. If no
the official newspaper or legal
general or city election, within 90 days of
newspaper of general circulation.
delivery of the draft charter.
Construct, purchase or
Minn. Stat §
Questions on the establishment of
Law requires separate election for
lease municipal gas, light
412.321, subd. 2.
utility and bond questions may be
manufacture of gas or generation of
power, or heat utility.
combined or separated. Election
electricity unless voters approved both
may apply to a particular utility
generation or production and distribution
service or group of services.
within the last two years.
Lease, sale of
Minn. Stat. §
Must submit ordinance or
Approval requires 2/3 vote of those voting
abandonment of
412.321, subd. 4.
resolution to lease, sell or
on the question. Election may apply to any
municipal utility.
abandon to voters at general or
specific part of utility as described in
municipal election,
ordinance or resolution.
City acquisition of a
Minn. Stat. §
Council resolution effective only
Election must be held not less than 60 or
public utility.
216B.45-.46.
if ratified by voters at a special
more than 120 days after council
election.
resolution.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 19
Municipal utility in first
Minn. Stat §
City of first class must submit
Council must pass ordinance stating
class cities.
452.11 -.12.
question to voters before
question or proposal. Vote must occur
acquiring or constructing any
within 30 days of ordinance passage.
public utility. May submit
question of certificates at same
election.
Municipal
Minn. Stat. §
Must submit question before
Approval by majority of those voting
telecommunications
237.19.
purchase, acquisition or
unless proposal is to construct a new
services.
construction,
exchange where an exchange already
exists, then 65% must approve.
Additional tax levy
Minn. Stat. §
Council shall provide for
Notice of election must be given and must
pursuant to this law.
275.73.
submission of question on
state purpose and maximum yearly amount
additional levy at a general or
of the additional levy.
municipal election.
Tax levy for municipal
Minn. Stat §
Must submit question on
Ordinance or resolution referred to must
airport.
360.037.
ordinance or resolution to voters
list amount of levy or bonds.
unless bonds are authorized by a
resolution of the city council
adopted by a vote of not less than
60 percent of its members.
Establishment of merit
Minn. Stat. §
Any 2w, 3" or 4ih class city must
See statute.
system.
44.02.
submit a question to voters on an
ordinance establishing a merit
system.
Amendment to merit
Minn. Stat. §
No police or fire civil service
See statute.
system.
44.03.
commission may, by ordinance,
exclude a position unless 2/3 of
voters so vote.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 20
Appendix B: Statutorily authorized special elections called
by council or petition
Note: In all statutory and home rule charter cities, the primary, general and special elections held
for choosing city officials and deciding public questions relating to the city shall be held as
provided in Chapter 205. Some of the provisions in Chapter 205 do not apply in charter cities if
the charter specifically addresses them. Minn. Stat. 205.02, subd. 2.
Topic
Statute
Procedure'
Percentage of
Other information
voters required on
petition
Fate of municipal
Minn. Stat. §
Council motion or
5% of registered voters.
Continue or discontinue special liquor
liquor store with net
340A.602.
upon sufficient
store within 30 months of election,
loss in any 2 of 3
petition council
according to results.
consecutive years.
shall submit
question to voters.
Additional on -sale
Minn. Stat. §
Council decision
30% of voters in last city
See statute for ballot question. Clerk
liquor licenses above
340A.413, subd.
to submit question
election or 200 registered
must certify results of a referendum
statutory limit.
3(a).
to voters,
voters residing in the city
within ten days of the election.
whichever is less.
Issuing intoxicating
Minn. Stat. §
Upon sufficient
30% of voters in last city
See statute for ballot question. Clerk
liquor licenses.
340A.416.
petition, council
election or 200 registered
must certify results of a referendum
must submit
voters residing in the city
within ten days of the election.
question to voters.
whichever is less.
Abolition or transfer of
Minn. Stat. §
Council decision
15% of the electors voting at
See statute for ballot questions.
a statutory city utilities
412.391
or upon sufficient
the last previous city election.
commission.
petition council
must submit
question to the
voters.
Adoption or
Minn. Stat. §
Council decision
15% of the electors voting at
See statute for ballot questions. City
abandonment of an
412.551.
or upon sufficient
the last previous city election.
clerk must file certificate of election
optional plan A or B
petition council
(including question submitted and vote
form of government.
must submit
on question) with county auditor and
question to the
secretary of state.
voters. '
Authorization or
Minn. Stat. §
Upon sufficient
10% of voters from last
See statute for ballot questions.
revocation of a tax levy
449.10—.13.
petition, council
general municipal election.
for a municipal band,
must submit
orchestra or chorus.
question to voters.
Authority may be
revoked by same
process.
' Council may initiate many of these actions and act as prescribed by the various statutes citied. However, if a sufficient petition is submitted the
council generally must put the question to voters on a separate ballot in a municipal election.
z City must wait three years after adoption of plan A or B before submitting question to voters proposing abandonment of either plan.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 21
Dissolution of a city.
Minn. Stat. §
Voters petition of
1/3 of those voting in the last
The ballots used at such election shall
412.091.
Office of Strategic
preceding city election.
bear the printed words, "For Dissolution"
and Long -Range
and "Against Dissolution," with a square
Planning (now the
before each phrase in which the voter
Chief
may express a preference by a cross. See
Administrative
statute for additional procedures.
Law Judge).'. If
sufficient, director
holds hearing
orders election.
Charter amendment.
Minn. Stat. §
Charter
5% of the total votes cast at
Many procedural requirements in the
410.12.
commission
the last previous state general
law. See statute and Chapter 4 of the
motion or upon
election in the city.
Handbook for Minnesota Cities.
sufficient petition
charter,
commission must
submit question on
amendment.
Abolition of police
Minn. Stat. §
Sufficient petition
25% of voters in last general
See statute for ballot question.
civil service
419.16—.17.
initiates election
city election.
Commission abolished only if two-thirds
commission.
on question to
of votes cast in election are in favor of
abolish.
abolishment.
Abolition of
Minn. Stat. §
Upon sufficient
25% of voters in last general
See statute for ballot question.
firefighter's civil
420.14 -.15.
petition - unless
city election.
Commission abolished only if two-thirds
service commission.
commission has
of votes cast in election are in favor of
existed for 8 years
abolishment.
continuously.
Abandonment of merit
Minn. Stat. §
Council may
25% of electors voting at the
See statute for ballot question. Requires
system.
44.16.
initiate or upon
last general municipal
majority vote to abolish unless board
sufficient petition,
election,
supplanted a police or firefighter's civil
council must
service commission — then two-thirds
submit question to
vote to abolish required.
voters.
City consolidation.
Minn. Stat. §
Council resolution
A number equal to 5% of
See statute for information petition must
414.041.
of each affected
resident voters who voted for
include regarding the consolidation and
city or upon
governor at the last general
names of parties entitled to mailed
sufficient petition
election,
notice; Petitioners serve copies of the
council must
petition or resolution on all of the
submit question to
included municipalities.
voters.
Resolution to create a
Minn. Stat. §
Council of each
10% of the number of voters
See statute for ballot language. Petition
hospital district.
447.31, subd. 3.
city so resolves or
voting at the last general
must present text of proposed resolution
upon sufficient
election.
and request an election. Special election
petition council
may be held at a regular municipal
must hold special
election that falls within the 30 -day
election within 30
period.
days of petition
filing.
Separate assessment
Minn. Stat. §
Council motion or
25% of those voting at the
Election judges present certificate of
and election districts
412.081, subd. 2,
upon sufficient
last preceding city election.
result to council. Clerk must file
from town.
petition council
certificate with the county auditor and, if
must submit
vote to separate prevails, with the
question to voters.
secretary of state. Separation takes effect
30 days from date of election.
' In 2003, Reorganization Order No. 188, transferred all functions of the Director of the Office of Strategic and Long Range Planning pertaining
to municipal boundary adjustments, to the Department of Administration. In 2005, Department of Administration Reorganization Order No. 192,
transferred all functions to the Commissioner of Administration to the Office of Administrative Hearings. The Chief Administrative Law Judge is
the ultimate decision -maker in boundary adjustment proceedings.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 22
Discharging a charter
Minn. Stat §
Petition requesting
At least 5 %of the registered
Commission is discharged if majority
commission.
410.05, subd. 5.
a referendum to
voters in the city,
of the votes cast
discharge the
support the referendum.
charter
Another charter commission may not be
commission y
filed with city
formed sooner than one year from the
clerk.
date of discharge.
Establishing public
Minn. Stat. §
Upon sufficient
Not less than 5 % of the
If a majority of the votes cast on the
library service
134.08, solid. 1.
petition, council
number of persons who
question are in the affirmative, the
(alternative to Minn.
must submit
voted at the last general
governing body shall establish the
Stat. 134.07).
question of
election in the city or
library or shall provide public library
establishment or
county.
service and levy an annual tax for its
provision of public
support.
library services to
the voters at the
next general
election.
Discontinuing public
Minn. Stat §
Upon sufficient
Not less than 5 % of the
Only applies if the public library service
library service.
134.08, subd. 2,
petition, the
number of persons who
was established under Minnesota Statute
question of
voted at the last general
§ 134.08, subd. 1.
discontinuance of
election in the
If a majority of the votes cast on the
public library
city or county.
question are in the affirmative, the
service shall be
placed on the
library service is discontinued.
ballot at the next
general election.
Starting mosquito
Minn. Stat. §
Upon sufficient
5% or 250 property owners
Ballot must read ""Shall the
abatement program.
18G. 14, subd. 3.
petition, council
whichever is less.
(governmental unit) of .... engage in
must hold public
mosquito abatement?' If majority votes
hearing. If council
in favor, the council must take
does not adopt
appropriate mosquito abatement actions
resolution to start
as soon as possible. If the proposal is
program within 15
rejected, the question must not be
days, council must
resubmitted to voters for 2 years.
order a vote to be
taken at next
regular election.
Discontinuing
Minn. Stat. §
Upon sufficient
5% or 250 property owners
The ballot must read "Shall the
mosquito abatement
I8G.14, subd. 4, 5.
petition, council
whichever is less.
(governmental unit) of....... discontinue
program that began
must hold public
mosquito abatement?' If a majority votes
after election.
hearing. If council
in favor, the council must take
does not adopt
appropriate actions to discontinue
resolution to
mosquito abatement as soon as possible.
discontinue
If the proposal is rejected, the question
program within 15
must not be resubmitted to voters for 2
days, the council
years,
must order a vote
to be taken at next
regular election.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 23
Appendix C: Statutorily permitted special elections
Topic
Cite
Procedure
Other information
Special (local) laws.4
Minn. Stat. §
Council may submit to voters
City must file certificate with secretary of
645.021, subd. 2.
question on adopting special
state before first day of next regular
law.
legislative session. Certificate must state
facts necessary to validate approval,
including a copy of the resolution or if
submitted to the voters, votes for and
against.
Changing city name.
Minn. Stat §
When 20%ofvotem petition for
City may by ordinance change the name if
413.02.
name change, council may
majority vote in favor of changing city
submit question to voters at
name. Applies to charter and statutory
general or special election.
cities.
Funding community
Minn. Stat. §
Council may submit question to
Held at a general or municipal election.
hospital from municipal
447.045.
voters on contributing from city
liquor funds.
liquor store funds toward
acquisition, construction,
improvement, maintenance and
-
operation of community
hospital.
Divert public works
Minn. Stat. §
Council may submit question to
Must state how funds will be used.
reserve fund.
471.57, subd. 3.
divert funds for other purpose.
4 See INFORMATION BRIEF: Minnesota House of Representatives Research Department, Special Legislation.
League of Minnesota Cities Information Memo: 8/13/2018
City Special Elections Page 24
Appendix D: Council action subject to reversal by voters
Action
Cite
Procedure
Percentage of
Other
voters
information
required on
petition
Council adopts ordinance
Minn. Stat. § 412.021,
Voters must submit
10% of the number of
Held at general or special
increasing initial council
subd. 5.
petition within 10 days of
voters at the
election.
salaries.
ordinance publication.
incorporation election,
lfcouncils of 2 or more
Minn. Stat. § 414.041,
Special election required
Number equal to 10%
Petition must be submitted
cities resolve to
subd. 6.
where councils of
ofvoters who voted
within 90 days ofvote to
consolidate.
combining cities approve
for governor at the
consolidate or date of final
consolidation but voters
last general election,
order, whichever is later,
petition to vote on the
action.
Council adopts charter
Minn. Stat. § 410.12,
Petition submitted within
At least 5 %of the
If the city has a system of
amendment by ordinance.
subd. 7.
60 days of passage and
registered voters in
permanent registration of
Minn. Stat. § 410.12
publication of ordinance.
the city or 2,000,
voters, only registered
whichever is less.
voters are eligible to sign
the petition.
Council adopts ordinance
Minn. Stat. § 205.07,
Within 180 days after
10%oftotal number
Special election must be
to change year of city
subd. 3.
passage and publication of
of votes cast at the
held within 60 days.
election.
ordinance, petition
last municipal general
requesting a referendum on
election.
the ordinance may be filed
with city clerk.
Council action to buy real
Minn. Stat. § 412.221,
Special election must be
Number equal to 10%
property where contract
subd. 2.
held if, after publication of
ofthe number of
price on certain contracts
council resolution to
voters at the last
exceeds 0.24177 percent
purchase property by such
regular city election.
of the estimated market
contract, voters petition for
value ofthe city.
an election the action.
1f council resolves to issue
Minn. Stat. § 412.301.
Special election must be
A number of voters
A majority of the voters
certificates of indebtedness
held if, after publication of
equal to 10% of those
must approve a question on
in an amount that exceeds
council resolution to issue
voting at the last
issuance of such certificates
0.25. percent of the
such certificates, voters
regular municipal
at a regular or municipal
estimated market value of
petition for an election on
election.
election.
taxable property in the
the action.
City.
Its city council passes, a
Minn. Stat. § 475.58,
Special election must be
10 voters must submit
City shall issue no such
resolution to issue bonds
subd. 2.
held if, after publication of
petition for an
bonds unless a majority of
to fund or refund bonds
council resolution to issue
election on issuing the
the electors approve the
where the outstanding
such bonds, voters petition
bonds within ten days
action,
gross debt as defined in
for an election on the
after the second
law exceeds 1.62% of its
action.
publication ofthe
estimated market value.
resolution.
If a city council passes a
Minn. Stat. § 475.58,
City may issue bonds only
5%ofvows cast in
Petition must be filed with
resolution to issue bonds
subd. 3b.
after successful vote on the
last general city
city clerk within 30 days of
for street reconstruction.
question to issue same.
election.
public hearing.
City council passes a
Minn. Stat. § 469.053,
Law requires specific
5% of voters in the
Commissioner of revenue
resolution -increasing levy
subd. 5.
published notice, public
last general election.
prepares suggested form of
for port authority over
hearing and 2"dpublished
question. Referendum must
statutory amount of
notice. Petition for election
occur at municipal or
0.01813%ofestimated
must come within 30 days
general election before Oct.
market value.
of 2nd notice.
1 of applicable tax year.
League of Minnesota Cities Information Memo: 8/13/2018
City -Special Elections Page 25
City council passes a
Minn. Stat. § 469.107,
Law requires specificFthenumber
n the
Notice of election must
resolution-increasing levy
subd. 2.
published notice, publicection.
state the purpose and
for economic development
hearing and 2nd publishedamount
of the levy. The
over statutory amount of
notice. Petition for electioelection
must be held at a
0.01813%of estimated
must come within 30 daysgeneral
or municipal
market value.
of 21d notice.election.
Any two or more cities and
Minn. Stat. § 447.31.
Resolution takes effect inber
oftowns
pass resolution by
40 days unless, in thatt
the
2/3 vote of council
time, a petition for a
last election of
members to create a
referendum is filed with
officers.
hospital district'
the city.
City council votes to
Minn. Stat. § 471.572,
Resolution or ordinance
A number of qualified
Vote held at regular or
establish, by a two-thirds
subd. 2.
takes effect unless, within
voters greater than
municipal election. See
vote of all its members, by
10 days, a petition for an
10% of the number
statute for publication and
ordinance or resolution an
election is filed with the
who voted in the city
notice requirements.
infrastructure replacement
clerk.
at the last general
reserve fund and may levy
election.
for such fund.
City council passes by 3/5
Minn. Stat § 475.521,
Published notice and
5% of votes cast in
Cannot issue bonds after
vote° to issue capital
subd. 2(c).
public hearing required.
last general city
receiving petition until
improvement bonds for
Petition for election must
election.
approved by a majority
specific purposes.
come within 30 days after
vote.
hearing.
5 Except a city ofthe first class. See Mina. Stat. § 4447,3 1, subd. 1.
° In the case of a governing body having more or less than five members, the bonds must be approved by a vote of at least two-thirds of the
members of the governing body. Minn. Stat. § 475.521, subd. 2.
League of Minnesota Cities Information Memo: 8/13/2078
City Special Elections Page 26
C I T Y O F
ND OVE^
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755-5100
FAX (763) 755-8923 . WWW.ANDOVERMN.GOV
To: Mayor and Council Members
CC: Jim Dickinson, City Administrator
David D. Berkowitz, Director of Pub ' Works/City Engineer
From: Todd J. Haas, Assistant Public Works Director
Subject: Update of Community Gardens on Grace Lutheran Church Property
- Engineering
Date: November 27, 2018
INTRODUCTION
Grace Lutheran Church has notified the City their intentions to terminate the lease
agreement, effective September 30, 2019 for the community garden located on Lot 1
Block 6 of Woodland Estates 2°d Addition.
DISCUSSION
Attached is the letter from Grace Lutheran Church which indicates their intentions of
terminating the lease agreement for the community garden. As stated in the letter the
church leadership is discussing their plans for their property on Round Lake Boulevard
NW, where the church is located and the property on Nightingale Street NW where the
community garden is located. Although the church does not yet have plans for the
Nightingale site, they do not want the property encumbered by the lease, which could
limit their options.
If the City Council is interested in continuing a community garden somewhere in the
City, staff is requesting direction on how to proceed.
ACTION REQUESTED
This item is for discussion and City Council direction on how to proceed with a
community garden within the City limits.
Respectfully submitted,
�01
Todd J. Haas
Attachments: Letter from Grace Lutheran Church; Location map✓
Cc: Kate Morphew, Grace Lutheran Church Administrator (copy sent by e-mail)
;Grace Lutheran Church
13655 Round Lake Blvd. NW, Andover, MN 55304
763-421-6520 1 www.graceandover.org
City of Andover
1685 Crosstown BLVD NW
Andover, MN 55304
Dear City of Andover:
The City of Andover and Grace Lutheran Church have had a wonderful partnership for many years with
the community garden plot on Lot 1 Block 6 Woodland Estates 2"d Addition (on Nightingale). This
partnership has been a benefit to all involved.
Grace Lutheran Church is in a period of transition and discernment. The church leadership is currently
discussing our plans for the property on Round Lake and the property mentioned above. Because of the
terms of the lease, the church is informing the City that we wish to modify the lease for the community
gardens on Nightingale. The term of the lease will end on September 30th, 2019.
The church does not yet have plans for Lot 1 Block 6 Woodland Estates 2"d Addition. The church would
like to take the next year to discuss our future intentions with the property. We will continue to be in
conversation with the city about our plans and if can continue the lease past September 30th, 2019.
Sincerely,
'_4 A
Kate Mori
Church Administrator
SIMONIU,D
NOV 0 2018
CITY OF ANDOVER
ENGINEERING DEPT
A Ministry of Grace in the Heart of Andover
AN .OVER Andover Community Gardens
�,,,,,,,,.,,
Date Created: November 19, 2018
Disclaimer., The provider makes no representation or warranties with respect to the reuse of this data.
c�
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: 2019 Budget Development/Property Tax Levy Final Review Before Public Hearing
DATE: November 27, 2018
INTRODUCTION
The Council has had a number of reviews of the 2019 Proposed General Fund Budget that will be
supported by the 2019 Tax Levy. The Council did adopt at the September 18th regular
Council meeting a Preliminary 2019 General Fund Levy & Budget. The Preliminary 2019
Levy & Budget proposes a total property tax levy of $13,103,487: $8,945,970 (68.27%)
operational levy, $2,115,729 (16.15%) debt service levy, and $2,041,788 (15.58%)
capital/watershed levy.
The 2019 Proposed Property Tax Levy is estimated to increase the current City tax rate by
1.70% and will generate additional tax revenue to preserve the City's current operations and
infrastructure assets. That rate applied to the City's growing tax base will reflect a 5.53%
increase in the gross tax levy. The Council has the right to reduce or keep constant this levy
until the final certification date of December 28, 2018.
By the November 27th workshop, property tax statements should have been received by all of the
City of Andover residents and businesses.
Much of what will be covered at the workshop will be repeat information with updates to
date; Administration is looking for Citv Council direction as the final preparation steps for
the December 4, 2018 Budget/Levy Hearing for the 2019 Budget nears City Administration
will review with the Council the bold italics items at the meeting. Also
Administration✓Finance will review with the Council the following attachments at the meeting
1. Pay 2019 Valuation Estimates (pg9)
2. City ofAndover Property Tax Levy — 2014 to proposed 2019 (pgs 10 11)
3. Proposed Resolution to Adopt the 2019 Budget and Tax Levy (?gs 12 14)
4. City ofAndover 2019 Budget Summary by Fund Types (pys I S —24)
5. Proposed 2018 General Fund Revenue & Expense SummarE(pgs 25 28)
6 Graphs that will be used at the December 4 2018 Budget Hearing (pgs 29 34)
■
DISCUSSION
The following are the 2019 Budget Development guidelines adopted at the April 3' City Council
meeting:
1) A commitment to a City Tax Capacity Rate to meet the needs of the organization and
positioning the City for long-term competitiveness using sustainable revenue sources and
operational efficiencies.
Note: Anoka County Assessor taxable market value figures for the City of Andover reflect
a 5.68% increase in total taxable market value for pay 2019. Refer to attached Pay 2019
Valuation Estimates (page 9).
2) A fiscal goal that works toward establishing the General Fund balance for working capital at
no less than 45% of planned 2019 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 2018
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% are recommended by the City's auditor.
The 2018 budget exceeded this guideline, also Emergency Fund Balances (approximately
3% of planned General Fund expenditures) are in place to stabilize a situation, not be a
complete solution. Staff will review with the Council a 2018 General Fund Fund Balance
Analysis at the meeting. The Council has already approved a $230,000 transfer from the
General Fund to the Trail Fund at the September 18.2018 Council meeting to facilitate trail
proiects through 2019.
3) A commitment to limit the 2019 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 adopted 2018 debt levy was 12.88% of the gross tax levy, 2019 is currently
proposed at 16.15% of the gross tax levy, the 25% guideline provides reasonable margin to
accommodate additional debt next year. (refer to attached page 10)
Please keep in mind thatfor the 2017 & 2018 budgets, $500,000 & $525,000 respectively of
existing debt levy through 2016 was temporarily moved to a Capital Levy to fund planned
equipment purchases (rather than issuing debt), that decreased the debt levy percentage of
the gross tax levy significantly. The $525.000 is returning to debt levy for the 2019 budget
to focus on addressing City Campus Master Plan projects,
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 based on a cost benefit
analysis rather than a year -based replacement schedule.
Note: The City Vehicle Purchasing Committee has performed this analysis and has made
recommendations to the City Council as part of the 2019-2023 Capital Improvement Plan
(CIP) development process. The 2019-2023 UP was adopted after a public hearing at the
November 7, 2018 City Council meeting, and on November 20, 2018 the Council approved
moving forward with the 2019 Equipment purchases and authorized staff to start the
procurement process for acquiring the equipment.
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-term fiscal targets are in line with long-term 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 a complex set of financial data including growth factors, tax capacity valuations, per
capita spending and debt ratios. Administration will have the long-term model available for
review via the Smart Board at the workshop meeting.
6) Continued commitment to strategic planning targeted toward meeting immediate and long-
term operational, staffing, infrastructure and facility needs.
Note: A Council Community Vision and Organizational Goals and Values document was
approved by the City Council. Administration is to assure that direction provided in that
document is integrated into various department work plans and budgets. It is anticipated that
a new strategic planning session will be conducted in 2019.
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: Administration pays special attention to fiscal values, commercial & residential
development or redevelopment, collaboration opportunities, service delivery, livability and
image of the community.
Staffing:
Administration has received new full-time staffing requests from the Fire Department,
Engineering Department and the Community Center for consideration in the 2019 budget. The
Fire Department staffing request focuses on administrative support and community education
activities. The Engineering Department request is for a Geographic Information System (GIS)
specialist position to focus on mapping solutions. The Community Center request for an
Assistant Manager to assist with facility and recreational management.
Administration has reviewed the requests and while each of the requests has merit
Administration is not recommending budgeting these full-time staffing requests
Administration to address the staffing concerns will have Human Resource work with the
respective departments over the next year and work to rill the staffing demands with cross-
M
training ofstaff, and/or possible realignment ofresources and after those efforts Administration
will seek a recommendation on those positions as part of the 2020 Budget development process.
Administration was originally carrying a $50,000 place holder in the General Fund for staffing
enhancements but is reducing that to $25,000 to be utilized to hire part-time staffing and/or
contract for assistance to rill staffing gaps over 2019.
There are also some anticipated retirements and staff vacancies within the next few years; in
response Administration/Human Resources will continue to focus on succession planning,
utilization of internship opportunities, continued cross -training of staff, and/or possible
realignment of resources.
Administration will provide a verbal progress report on staffing at the workshop.
Personnel Related Implications:
To date the following are the other projected issues facing personnel related expenses:
1. Human Resources has reviewed all position -based salaries and the associated benefit
package to determine if the total package is competitive with other government entities.
Based on the research, there are a few positions where salaries are lagging the market. The
2019 budget proposal is carrying budget dollars to address those positions in 2019.
Overall, pay steps for eligible employees are included in the 2019 budget proposal.
The current Public Works Union contract expires December 31, 2019 and the negotiated
wage increase of 2.75% for 2019 is included in the 2019 budget proposal numbers.
A cost of living adjustment (COLA) for non -bargaining employees is currently being
evaluated and the 2019 budget proposal has a 2.75 % placeholder to provide a COLA
adjustment. Council conrrmation is needed.
A midyear review of the employee health plan was conducted with our broker in late July,
our group has had some high claims this past year and the broker is predicting a significant
increase in the rates. Administration worked with the broker to market our group to other
qualified insurance providers and considered plan modifications. The results of marketing
the group to providers were received on October 30th, unfortunately, the best and onlv
rate came from our current provider HealthPartners with a 29% rate increase on our
current plan. Most companies were not competitive or just elected not to bid based on the
group's experience.
Administration continued to work with our broker to solicit other options from
HealthPartners and was able to secure a proposal on an additional option similar to the
current plan except with a higher deductible with a 17% rate increase.
C�
Based on the marketing, and after discussions with members of the Employee Benerzt
Committee Administration is proposing the City offer the employees the selection of two
open access high deductible plans one with a $5,000 family plan deductible and $2,500
single plan deductible (the current plan model), the other with a $7,000 family plan
deductible and $3,500 single plan deductible (new offering) As part of the employee
benefit program, the City will pay for 100% of the lower cost single health insurance
premium and 76% of the lower cost family health insurance premium.
These plans will continue to be accompanied with a health spending account (HSA), that
was originally implemented in 2006 The City does contribute annually to an employee's
HSA to assist with the high deductible out ofpocket costs.
The 2019 budget proposal was carrping a place holder for an increase in the health
insurance rates and Administration's proposal will be within those parameters
Contractual Departments:
The City Attorney agreed to a fee neutral status -quo service level contract for 2018.
Discussion on the contract for the 2019 budget reflects a 2% increase.
2. The 2018 City of Andover Law Enforcement expenditure budget is $3,053,526 which is
offset by a Police State Aid revenue budget of $135,200 and School Liaison revenue budget
of $95,529 reflecting a net tax levy impact of $2,822,797.
The 2018 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.
Per contract, the Sheriff always provides the required number of deputies for all hours
contracted by the City. If the Sheriff's Office has a deputy 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 City Council approved the Anoka County Sheriff2019 contract at the September 18,
2018 City Council meeting. That approval was for a for a status quo service contract.
The 2019 contract reflects a 4.26% increase ($130,084) over the 2018 contract. The
primary driver of the contract increase is the recent wage settlements with the various
bargaining units for the Anoka County Sheriff's Departments. Another driver is the
inability to be able to acquire sedan squads, about the only option is the SUV.
KI
Council Memberships and Donations/Contributions:
The following memberships/contributions are currently included in the proposed 2019 Budget:
■ North Metro Mayors Association
$15,150
(GF)
• Metro Cities
$ 9,518
(GF)
• Mediation Services
$ 3,366
(GF)
• YMCA — Water Safety Program
$ 8,500
(GF)
• Alexandra House
$18,328
($15,328 GF & $3,000 CG)
• Youth First (Program Funding)
$14,000
($12,000 GF & $2,000 CG)
• NW Anoka Co. Community Consortium - JPA
$10,000
(GF)
■ Teen Center Funding (YMCA)
$24,500
($8,100 GF & $16,400 CG)
■ Family of Promise
$ 3,000
(CG)
• Lee Carlson Central Center for Family Resources
$ 1,500
(GF)
• Senior High Parties
$ 1,000
(CG)
■ Stepping Stone
$ 900
(CG)
• Hope for Youth
$ 1,000
(CG)
Some are funded via the General Fund (GF), and those that qualms for charitable gambling
funding are done through the Charitable Gambling (CG) Special Revenue Fund.
Capital Projects Levy:
Capital Projects Levy— The 2018 Capital Projects Levy Budget specifically designates $2,134,014
of the general tax levy to capital projects and equipment needs relating to Capital Project Outlay
($275,000), Capital Equipment Purchases ($525,000) Road and Bridge ($1,169,014), Pedestrian
Trail Maintenance ($100,000), Park Projects ($15,000) and Facility Maintenance Reserve
($50,000). 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
(refer to attached page 10 for levy details).
• 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 amount of $74,655
was used to help fund the Road & Bridge Fund. That State of Minnesota funding has
gone away, down to $0.00 in 2017 and 2018. Future increases in LGA or even the
presence ofLGA for the City of Andover based on the current State formula are remote.
52)
The 2018 City of Andover Road & Bridge levy is $1,169,014. That was a 4.74% increase
over 2017. Administration is proposing a 7.34% increase ($85,774) to $1,254,788 for the
2019 budget.
The 2018 City ofAndover Pedestrian Trail Maintenance levy was increased significantly
from $63,075 in 2017 to $100,000 for 2018, a 58.54% increase in funding.
Administration is proposing a 2% increase ($2,000) to $102,000) for the 2019 budget
• 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.
The 2015 levy was $61,500, but only $15,000 was leviedfor 2016. $46,500 of the previous
levy was re -assigned to the General Fund to focus on Park's maintenance/replacement
items. In addition to the re -assigned funds an additional $43,500 of General Fund levy
was assigned to Parks Repair/Replacement items for a total levy of $90,000 in 2016, and
that continued for 2017. The 2018 General Fund levy assigned to Parks
Repair/Replacement items levy was increased to $100,000, and the Parks Project levy
remained at $15,000.
Administration/Finance has evaluated these levy items throughout the CIP process and
is not proposing any adjustment to these levies for the 2019 budget
• Equipment/Projects
Under the Capital Projects Levy, a levy is proposed to be designated to Capital
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 2018 levy is $275,000,
Administration is recommendine the same $275,000 for the 2019 budget
• Equipment/Projects
This was a reassigned levy in 2017 to provide for the 2017 equipment purchases.
Administration/Finance proposed a straight $500,000 Capital Equipment Purchases
Levy for the 2017 equipment purchases rather than through debt service levy and an
equipment bond. This process continued through 2018 but increased the levy by $25,000
to $525,000. In 2019, this levy is turned back to debt service levy for the City Campus
Master Plan implementation.
• Facility Maintenance Reserve
This was a new $50,000 levy proposed for 2018. A facility condition assessment study
identified many maintenance repairs for City facilities such as roof repairs, HVAC,
H
electrical panels, fare alarm systems, windows and air quality related items. This levy is
anticipated to continue. AdministrationlFinance after evaluating this levy throughout
the CIP process is recommending a $5,000 increase in this levy to $55,000 to address
maintenance repairs for the 2019 budget.
In addition. Administration is proposing an additional $300,000 levy to address
sAgnifacant deferred maintenance items that have been identired for buildings (Public
Works & Community Center) being evaluated as potential expansion projects within the
City Campus Master Plan. This levy could stay as a straight Capital Improvement Levv
or could be converted to a Debt Service Levy based on market conditions at the time of
the project or paired with an expansion project.
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 have completed reviews to see
if any refinancing opportunities are available at this time, there are none. Finance will continue
to monitor refunding opportunities, as markets can move quickly, and calculate potential savings
for issues that may meet parameters which may generate savings.)
The proposed 2019 Debt Service levy is as follows:
• 2010A G.O. Open Space Referendum $ 183,989
• 2012C Taxable G.O. Abatement Bonds $ 969,378
• 2014A G.O. Equipment Certificates $ 294,525
• 2016A G.O. Equipment Certificates $ 142,837
• (New) 2019 Capital Improvement Bonds $ 525,000
Total
$2,115,729
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).
Staff will review with the Council at the meeting but note that the 2019 proposed levy has
reassigned the $525.000 Capital Proiects Levy back to Debt Service Levy for the City Campus
Master Plan implementation.
ACTION REQUESTED
Council is requested to receive a presentation and provide direction to staff.
submitted,
CITY OF ANDOVER
Pay 2019 Valuation Estimates
Taxable Market Values
$3,500,000,000
$3,000,000,000
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$0
Pay 2016 Pay 2017 Pay 2018 Pay 2019
Tax Capacity Values
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0
Pay 2016 Pay 2017 Pay 2018 Pay 2019
RUM
Pay 2016
Pay 2017
Pay 2018
Estimate Pay 2019
Taxable
Tax
Taxable Tax
Taxable
Tax
Taxable
Tax
Market
Capacity
Market Capacity
Market
Capacity
Market
Capacity
Value
Value
Value Value
Value
Value
Value
Value
Andover Valuation Totals
$ 2,539,686,867
$ 26,847,273
$ 2,636,599,713 $ 27,920,178 $
2,959,411,470
$ 31,287,043
$ 3,127,397,979
$ 33,052,401
Captured Tax Increment
(248,327)
(91,996)
(94,415
(101,294)
Fiscal Disparity Contribution
(1,055,284)
(1,124,211)
(1,184,724)
(1,269,533)
Local Tax Rate Value
25,543,662
26,703,971
30,007,904
31,681,574
Fiscal Disparity Distribution
4,264,789
4,516,466
4,807,372
4,966,404
Total Adjusted Values
$ 29,808,451
$ 31,220,437
$ 34,815,276
$ 36,647,976
4.74%
11.51%
5.26%
Taxable Market Value
Tax Capacity Value
% Change
% Change
Pay 2016
$ 2,539,686,867
Pay 2016
$ 26,847,273
Pay 2017
$ 2,636,599,713
3.82%
Pay 2017
$ 27,920,178
4.00%
Pay 2018
$ 2,959,411,470
12.24%
Pay 2018
$ 31,287,043
12.06%
Pay 2019
$ 3,127,397,979
5.68%
Pay 2019
$ 33,052,401
5.64%
Taxable Market Values
$3,500,000,000
$3,000,000,000
$2,500,000,000
$2,000,000,000
$1,500,000,000
$1,000,000,000
$500,000,000
$0
Pay 2016 Pay 2017 Pay 2018 Pay 2019
Tax Capacity Values
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0
Pay 2016 Pay 2017 Pay 2018 Pay 2019
RUM
Other Levies
Capital Projects Levy
Capital Equipment/Project
210,000
250,000
City of Andover, Minnesota
250,000
275,000
275,000
2.10%
$
-
0.00%
Capital Equipment Purchases
-
-
Property Tax Levy
500,000
525,000
-
0.00%
$
(525,000)
0
Facility Maintenance Reserve
Certi0ed
Codified
Codified Codified
Conrad
Requested
355.000
2.71%
Change
305,000
610.00%
Packs Projects
2014
2015
2016 2017
2018
2019
% of Total
0.11%
$
%
0.00%
Geneal Fund Lew
967,197
967,197
1,089,146
1,116,079
1,169,014
1,254,788
9.58%
It
85,774
7.34%
General Operations
$ 7,435,891
$ 7,630,892
$ 7,947,528 $ 8,254,354
$ 8,543,256
$ 8,845,970
67.51%
$
302,714
3.54%
2.00%
Parks Repair/Replacement Items
-
-
90,000 90,000
100,000
100,000
0.76%
$
$
0.00%
0.00%
Total Other
1,336,968
1,376,968
1,455,984
1,984,154
2,174,014
Total General Fund
7.435.891
7,630.892
8,031528 8,344,354
8,643,256
8,945,970
68.27%
$
302,714
3.50%
12,416,357
Debt Sery ce Funds Lew
100%
$
607,130
6.53%
Less Fiscal Disparities Distribution
1,718,163
1,046,295
1,506,747
1,736,547
1,802,963
2004 EDA Public Facility Revenue Bonds
181,803
-
- -
-
-
$ 9,125,]]2
$ 9,297,630
$ 10,007,178
$ 10,202,008
$ 10,613,399
2010AG.O. Open Space Referendum Bonds
187,283
184,238
186,291 187,840
188,777
183,989
$ 18],283)
$ 184,238)
§ 186,2911
$ (107,840)
$ (180,777)
2012A G.O. Equipment Cartificate
140,000
140,000
142,885 -
-
-
$ 0,938,489
$ 9,113,392
$ 9,820,087
$ 10,014,168
$ 10,424,617
2012BGO. Cap Improv RefundingBonds
561,015
540,120
498,435 -
Adjusted Tax Capacity Value" (1)
20,615,782
26,696,024
25,643,662
26,703,971
30,007,904
2012CTaxable G.O.Abatement Bonds
740,965
975,652
977,332 974,418
972,055
969,378
18.82%
4.28%
9.01%
2014AG.O. Equipment Certificate
260,000
296,055
295,470 295,260
294,945
294,525
2016A G.O. Equipment Certificate
-
-
- 152,529
143,310
142,837
%Change
Tax Capacity Rate-
43.358%
37.204%
38.447%
2019 Capital Improvement Bonds
-
35.330%
525,000
1.700%
Tax Capacity Rate W/O LRRWSD
43.197%
37.070%
38.314%
Total Debt Service
2,071,066
2,136,065
2,100,413 1,610,047
1,599,087
2,115,729
16.15%
$
516,642
32.31%
38.702%
Other Levies
Capital Projects Levy
Capital Equipment/Project
210,000
250,000
250,000
250,000
275,000
275,000
2.10%
$
-
0.00%
Capital Equipment Purchases
-
-
-
500,000
525,000
-
0.00%
$
(525,000)
-100.00%
Facility Maintenance Reserve
-
_
_
50,000
355.000
2.71%
$
305,000
610.00%
Packs Projects
61,500
61,500
15,000
15,000
15,000
15,000
0.11%
$
-
0.00%
Road &Bridge
967,197
967,197
1,089,146
1,116,079
1,169,014
1,254,788
9.58%
It
85,774
7.34%
Pedestrian Tail Maintenance
58,271
58,271
61,838
63,075
100,000
102,000
0.78%
$
2,000
2.00%
Lower Rum River Watershed
40,000
40,000
40,000
40,000
40,000
40,000
0.31%
$
0.00%
Total Other
1,336,968
1,376,968
1,455,984
1,984,154
2,174,014
2,061,788
1558%
$
(132,226)
.6.08%
Gross City Levy
10,843,925
11,143,926
11,693,925
11,938,555
12,416,357
13,103,487
100%
$
607,130
6.53%
Less Fiscal Disparities Distribution
1,718,163
1,046,295
1,506,747
1,736,547
1,802,963
1,725,448
Local Tax Rate Levy
$ 9,125,]]2
$ 9,297,630
$ 10,007,178
$ 10,202,008
$ 10,613,399
S 11,3]8,039
Less Levy Based on Market Value
$ 18],283)
$ 184,238)
§ 186,2911
$ (107,840)
$ (180,777)
$ (183,989
Net Local Tax Rate Levy
$ 0,938,489
$ 9,113,392
$ 9,820,087
$ 10,014,168
$ 10,424,617
$ 11,194,050
Adjusted Tax Capacity Value" (1)
20,615,782
26,696,024
25,643,662
26,703,971
30,007,904
31,681,574
18.82%
4.28%
9.01%
ane
%Change
Tax Capacity Rate-
43.358%
37.204%
38.447%
37.501%
34.740%
35.330%
0.590%
1.700%
Tax Capacity Rate W/O LRRWSD
43.197%
37.070%
38.314%
37.374%
34.627%
Tax Capacity Rate VAM LRRWSD
43.657%
37.461%
38.702%
37.738%
34.952%
Voter Approved Ref - MV
0.00841%
0.00719%
0.00699%
0.00681%
0.00681%
"Adjusted Value determined byadjusling for Fiscal Disparities and Tax Increment estimates.
Blended rate due to the City ofAndoverlevying for Lower Rum River Watershed DisMct
(1) Adjusted Tax Capacity Value is subject to change.
City of Andover
Gross Tax Levy
$14,000,000
$13,000,000
$13,103,487
$12,000,000
$11,000,000
$10,631,299 $11,143,925
$10,000,000
$10,631,299
$9,000,000
$8,000,000
$7,000,000
$6,000,000
$5,000,000
2012 2013 2014 2015 2016 2017 2018 2019
CITY OF ANDOVER �a
COUNTY OF ANOKA
STATE OF MINNESOTA
RES. NO.
A RESOLUTION ADOPTING THE CITY OF ANDOVER 2019 BUDGET AND 2019 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 Law requires the City to certify to the County Auditor an adopted tax levy and budget prior to December 28, 2018; and
WHEREAS, Minnesota State Law requires the City to certify to the State of Minnesota Department of Revenue an adopted tax levy by December 28, 2018.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Andover hereby adopts the 2019 City of Andover Budget and the 2019 property tax levy
totaling $13,103,487 as listed on Attachment A.
BE IT FURTHER RESOLVED that the City Council of the City of Andover hereby establishes the 2019 City of Andover Budget by fund type as follows:
REVENUES
General Fund
Special Revenue Funds
Debt Service Funds
Capital Projects Funds
Enterprise Funds
Internal Service Funds
Total
Adopted by the City of Andover this
ATTEST:
Michelle Harmer — Deputy City Clerk
$ 11,378,046
1,612,050
2,415,729
32,111,511
5,448,054
1,173,633
$ 54,139,023
day of December 2018.
EXPENDITURES
General Fund
$ 11,695,493
Special Revenue Funds
1,726,479
Debt Service Funds
1,803,801
Capital Projects Funds
34,838,610
Enterprise Funds
5,670,363
Internal Service Funds
1.281.103
Total $ 57,015,849
CITY OF ANDOVER
Julie Trude - Mayor
CITY OF ANDOVER, MINNESOTA
2019 Property Tax Levy
2019
General Fund Levy
General Operations $ 8,845,970
Park Repair/Replacement Items 100,000
Total General Fund 8,945,970
Debt Service Funds Levy
2010A G.O. Open Space Referendum Bonds
183,989
2012C Taxable G.O. Abatement Bonds
969,378
2014A G.O. Equipment Certificate
294,525
2016A G.O. Equipment Certificate
142,837
2019 Capital Improvements Bonds
525,000
Total Debt Service 2,115,729
Other Levies
Capital Projects Levy
Capital Equipment/Project
275,000
Facility Maintenance Reserve
355,000
Parks Projects
15,000
Road & Bridge
1,254,788
Pedestrian Trail Maintenance
102,000
Lower Rum River Watershed
40,000
Total Other
2,041,788
Gross City Levy
$ 13,103,487
�3
Attachment 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 2019 Budget and 2019 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 _ day of December 2018.
Michelle Harmer — Deputy City Clerk
General Fund
Revenues: $11,378,046
Expenditures: $11,695,493
-General Government
Public Safety
Public Works
Fund Definitions
CITY OF ANDOVER
2019 Budget Summary By Fund Type
City of Andover - Budgeted Funds
Total Revenues: $54,139,023
Total Expenditures: $57,015,849
Governmental Funds I
Special Revenue Funds
Revenues: $1,612,050
Expenditures: $1,726,479
-EDA
-Drainage & Mapping
-LRRWMO
-Forestry
-ROW Mgmt / Utility
-Construction Seal Coating
-Community Center
-CDBG
-Charitable Gambling
Debt Service Funds
Revenues: $2,415,729
Expenditures: $1,803,801
G.O. Improvement Bonds
G.O. State Aid Bonds
G.O. Equip Certificates
G.O. Referendum Bonds
G.O. Abatement Bonds
Capital Projects Funds
Revenues: $32,111,511
Expenditures: $34,838,610
Water Trunk
Storm Sewer
Sewer Trunk
Road & Bridge
Trail & Transportation
Cap Equip Reserve
Tax Increment
Park Dedication
PIR Projects
Building
-Capital Notes / Bond Projects
Proprietary Funds
Enterprise Funds
Revenues: $5,448,054
Expenditures: $5,670,363
Sewer Fund
Water Fund
Storm Sewer Fund
Internal Service Funds
Revenues: $1,173,633
Expenditures: $1,281,103
Equipment / Maint.
Management
General Fund - accounts for the revenues and expenditures necessary to carry out basic governmental activities of the City such as general government, public safety, public works, and other.
Special Revenue Funds - accounts for revenue sources that finance particular 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 with governmental fund sources, general obligation debt, special assessments, and other.
Enterprise Funds - accounts for activities that consist of rendering services or providing goods 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:
Fund Balance/Net Assets, December 31
Change in Fund Balance
CITY OF ANDOVER
2019 Budget Summary
Revenues and Expenditures Fund Summary
Actual
2017
$ 41,746,058
11,032,846
1,624,110
1,905,920
7,316,286
5,670,174
1,192,592
28,741,928
70,487,986
11,039,975
1,516,705
2,272,359
6,597,489
4,952,297
1,067,585
27,446,410
$ 43,041,576
$ 1,295,518
3.10%
Adopted
2018
$ 43,041,576
11,085,238
1,577,018
1,899,087
3,821,437
5,426,952
1,172,633
24,982,365
68,023,941
11,265,315
1,656,938
1,803,555
7,159,569
5,313,315
1,221,072
28,419,764
$ 39,604,177
$ (3,437,399)
-7.99%
Estimate
2018
$ 43,041,576
11,268,943
1,584,750
1,899,087
4,448,887
5,443,512
1,173,633
25,818,812
68,860,388
11,469,003
1,600,463
1,805,160
7,526,323
5,313,315
1,192,833
28,907,097
$ 39,953,291
$ (3,088,285)
-7.18%
Budget
2019
$ 39,953,291
11,378,046
1,612,050
2,415,729
32,111,511
5,448,054
1,173,633
54,139,023
94,092,314
11,695,493
1,726,479
1,803,801
34,838,610
5,670,363
1,281,103
57,015,849
$ 37,076,465
$ (2,876,826)
-7.20%
CITY OF ANDOVER
2019 Budget Summary
Revenues and Expenditures by Fund Type
Other Financing Sources
Operating Transfers In
188,008
Special
Debt
Capital
- 1,341,353
Internal
7,334,825
Supplies and Materials
General
Revenue
Service
Projects
Enterprise
Service
Total
Fund Balance/Net Assets, January 1
$ 7,589,556
$ 828,518
$ 1,044,975
$ 21,000,387
$ 8,427,150
$ 1,062,705
$ 39,953,291
Revenues
18,967,602
2,440,568 3,460,704
53,111,898
13,875,204
2,236,338 94,092,314
372,672
9,540,699
General Property Taxes
9,023,970
40,000
2,115,729
2,001,788
-
-
13,181,487
Tax Increments
-
-
-
85,000
-
-
85,000
Special Assessments
-
-
-
611,400
-
-
611,400
Licenses and Pennits
384,900
-
-
-
-
-
384,900
Intergovernmental
787,918
37,500
-
1,216,312
-
-
2,041,730
Charges for Services
708,700
738,500
-
-
5,250,944
1,169,633
7,867,777
Fines
75,250
-
-
-
-
-
75,250
Investment Income
75,000
5,050
-
155,000
61,000
4,000
300,050
User Charges
-
-
-
193,226
-
-
193,226
Meters
-
-
-
-
13,000
-
13,000
Miscellaneous
134,300
791,000
-
253,550
65,000
1,243,850
Total Revenues:
11,190,038
1,612,050
2,115,729
4,516,276
5,389,944
1,173,633
25,997,670
Other Financing Sources
Operating Transfers In
188,008
- 300,000
795,235
58,110
- 1,341,353
Bond Proceeds
7,334,825
Supplies and Materials
26,800,000
-
- 26,800,000
Total Other Financing Sources:
188,008
300,000
27,595,235
58,110
28,141,353
Total Revenues and Other Sources:
11,378,046
1,612,050 2,415,729
32,111,511
5,448,054
1,173,633 54,139,023
Total Available:
18,967,602
2,440,568 3,460,704
53,111,898
13,875,204
2,236,338 94,092,314
Expenditures
Personal Services
5,145,873
578,155
-
-
1,118,876
491,921
7,334,825
Supplies and Materials
727,082
96,320
-
-
339,300
416,510
1,579,212
Purchased Services
4,272,029
235,950
-
-
-
-
4,507,979
Other Services and Charges
1,430,509
452,254
-
4,902,500
2,382,764
372,672
9,540,699
Capital Outlay
120,000
58,000
-
29,878,000
70,000
-
30,126,000
Debt Service
-
1,803,801
-
781,980
-
2,585,781
Total Operating Expenditures:
11,695,493
1,420,679
1,803,801
34,780,500
4,692,920
1,281,103
55,674,496
Other Uses
Operating Transfers Out
-
305,800
-
58,110
977,443
-
1,341,353
Total Other Uses:
305,800
58,110
977,443
-
1,341,353
Total Expenditures and Other Uses:
11,695,493
1,726,479
1,803,801
34,838,610
5,670,363
1,281,103
57,015,849
Fund Balance/Net Assets, December 31
$ 7,272,109
$ 714,089
$ 1,656,903
$ 18,273,288
$ 8,204,841
$ 955,235
$ 37,076,465
Change in Fund Balance
$ (317,447)
$ (114,429)
$ 611,928
$ (2,727,099)
$ (222,309)
$ (107,470)
$ (23876,826)
-4.18%
-13.81%
58.56%
-12.99%
-2.64%
-10.11%
-7.20%
NO
CITY OF ANDOVER
2019 Budget Summary
Revenues and Expenditures - All Funds
Actual
Budget
Estimate
Budget
2017
2016
2018
2019
Fund Balance/Net Assets, January 1
$
41,746,058
$
43,041,576
$
43,041,576
$
39,953,291
Revenues
General Property Taxes
11,923,097
12,494,357
12,527,652
13,181,487
Tax Increments
82,448
85,000
86,794
85,000
Special Assessments
832,528
402,400
439,424
611,400
Licenses and Permits
546,378
377,900
486,000
384,900
Intergovernmental
3,150,578
1,234,673
1,109,916
2,041,730
Charges for Services
6,163,176
7,796,335
7,866,195
7,867,777
Fines
75,287
90,250
75,075
75,250
Investment Income
439,386
288,050
314,800
300,050
User Charges
536,310
182,324
486,323
193,226
Meters
23,005
13,000
13,000
13,000
Miscellaneous
1,159,388
995,868
1,137,281
1,243,850
Total Revenues:
26,931,581
23,960,157
24,542,460
25,997,670
Other Financing Sources
Operating Transfers In
1,757,003
1,022,208
1,263,279
1,341,353
Bond Proceeds
-
-
-
26,800,000
Proceeds from Sale of Property
53,344
13,073
Total Other Financing Sources:
1,810,347
1,022,208
1,276,352
28,141,353
Total Revenues and Other Sources:
28,741,928
24,982,365
25,818,812
54,139,023
Total Available:
70,487,986
68,023,941
68,860,388
94,092,314
Expenditures
Personal Services
6,613,529
7,009,795
7,031,286
7,334,825
Supplies and Materials
1,187,074
1,505,953
1,481,668
1,579,212
Purchased Services
4,031,793
4,308,058
4,288,830
4,507,979
Other Services and Charges
8,911,202
7,812,133
7,723,558
9,540,699
Capital Outlay
1,792,449
3,984,500
4,339,754
30,126,000
Debt Service
3,153,360
2,777,117
2,778,722
2,585,781
Total Operating Expenditures:
25,689,407
27,397,556
27,643,818
55,674,496
Other Uses
Operating Transfers Out
1,757,003
1,022,208
1,263,279
1,341,353
Total Other Uses:
1,757,003
1,022,208
1,263,279
1,341,353
Total Expenditures and Other Uses:
27,446,410
26,419,764
28,907,097
57,015,849
Fund Balance/Net Assets, December 31
$
43,041,576
$
39,604,177
$
39,953,291
$
37,076,465
Change in Fund Balance
$
1,295,518
$
(3,437,399)
$
(3,088,285)
$
(2,876,826)
3.10%
-7.99%
-7.18%
-7.20%
City of Andover
2019 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
$ 7,796,745 $ 7,789,616 $ 7,789,616 $ 7,589,556
8,332,634
546,378
793,931
843,023
75,287
64,751
179,912
10,835,916
8,721,256
377,900
766,274
746,700
90,250
75,000
129,300
10,906,680
8,721,256
486,000
784,954
800,200
75,075
75,000
9,023,970
384,900
787,918
708,700
75,250
75,000
147,900 134,300
11,090,385 11,190,038
196,930 178,558 178,558 188,008
11,032,846
18,829,591
4,596,454
581,197
3,793,191
1,244,223
74.910
10,289,975
750,000
11, 085, 238 11, 268, 943 11, 378, 046
18,874,854
4,938,919
693,423
4,074,764
1,458,209
100.000
11,265,315
19, 058,559 18,967,602
4,950,310
693,148
4,069,836
1,410,709
115.000
11,239,003
230,000
5,145,873
727,082
4,272,029
1,430,509
120.000
11,695,493
11,039,975 11,265,315 11,469,003 11,695,493
$ 7,789,616
$ 7,609,539
Change in Fund Balance $ (7,129) $ (180,077)
0% -2%
$ 7,589,556
$ (200,060)
-3%
$ 7,272,109
$ (317,447)
-4%
Actual
Adopted
1
Estimate
Adopted
1
Description
2017
2018
2018
2019
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
$ 7,796,745 $ 7,789,616 $ 7,789,616 $ 7,589,556
8,332,634
546,378
793,931
843,023
75,287
64,751
179,912
10,835,916
8,721,256
377,900
766,274
746,700
90,250
75,000
129,300
10,906,680
8,721,256
486,000
784,954
800,200
75,075
75,000
9,023,970
384,900
787,918
708,700
75,250
75,000
147,900 134,300
11,090,385 11,190,038
196,930 178,558 178,558 188,008
11,032,846
18,829,591
4,596,454
581,197
3,793,191
1,244,223
74.910
10,289,975
750,000
11, 085, 238 11, 268, 943 11, 378, 046
18,874,854
4,938,919
693,423
4,074,764
1,458,209
100.000
11,265,315
19, 058,559 18,967,602
4,950,310
693,148
4,069,836
1,410,709
115.000
11,239,003
230,000
5,145,873
727,082
4,272,029
1,430,509
120.000
11,695,493
11,039,975 11,265,315 11,469,003 11,695,493
$ 7,789,616
$ 7,609,539
Change in Fund Balance $ (7,129) $ (180,077)
0% -2%
$ 7,589,556
$ (200,060)
-3%
$ 7,272,109
$ (317,447)
-4%
City of Andover
Special Revenue Funds
2019 Budget Summary - All Special Revenue Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Revenues
General Property Taxes
Intergovernmental
Charges for Services
Investment Income
Miscellaneous
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
$ 736,826 $ 844,231 $ 844,231
39,955
731,219
11,422
841,514
1,624,110
1,624,110
2,360,936
512,575
70,633
238,602
382,155
7,740
1,211,705
40,000
37,500
693,900
6,050
799,568
1,577,018
1,577,018
2,421,249
546,795
87,020
233,294
462,529
22,000
1,351,638
40,000
708,700
6,050
830,000
1,584,750
1,584,750
2,428,981
556,795
89,120
218,994
408,254
22,000
1,295,163
305,000 305,300 305,300
1,516,705 1,656,938 1,600,463
$ 844,231 $ 764,311 $ 828,518
$ 828,518
40,000
37,500
738,500
5,050
791,000
1,612,050
1,612,050
2,440,568
578,155
96,320
235,950
452,254
58,000
1,420,679
305,800
1,726,479
$ 714,089
Change in Fund Balance $ 107.405 S (79,920) $ (15,713) $ (114,429)
15`%, -9% -2% -14%
�d
Actual
1
Adopted
1
Estimate
1
Adopted
1
Description
2017
2018
2018
2019
Fund Balance, January 1
Revenues
General Property Taxes
Intergovernmental
Charges for Services
Investment Income
Miscellaneous
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
$ 736,826 $ 844,231 $ 844,231
39,955
731,219
11,422
841,514
1,624,110
1,624,110
2,360,936
512,575
70,633
238,602
382,155
7,740
1,211,705
40,000
37,500
693,900
6,050
799,568
1,577,018
1,577,018
2,421,249
546,795
87,020
233,294
462,529
22,000
1,351,638
40,000
708,700
6,050
830,000
1,584,750
1,584,750
2,428,981
556,795
89,120
218,994
408,254
22,000
1,295,163
305,000 305,300 305,300
1,516,705 1,656,938 1,600,463
$ 844,231 $ 764,311 $ 828,518
$ 828,518
40,000
37,500
738,500
5,050
791,000
1,612,050
1,612,050
2,440,568
578,155
96,320
235,950
452,254
58,000
1,420,679
305,800
1,726,479
$ 714,089
Change in Fund Balance $ 107.405 S (79,920) $ (15,713) $ (114,429)
15`%, -9% -2% -14%
�d
City of Andover
Debt Service Funds
2019 Budget - All Debt Service Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Revenues
General Property Taxes
Investment Income
Total Revenues:
Other Sources
Operating Transfers In
Total Revenues and Other Sources:
Total Available:
Expenditures
Debt Service
Principal
Interest
Other
Total Expenditures:
Other Uses
Operating Transfers Out
$ 1,317,487 $ 951,048 $ 951,048 $ 1,044,975
1,608,636
(2,716)
1,605,920
300,000
1,905,920
3,223,407
1,800,000
418,419
3,095
2,221,514
50,845
1,599,087
1,599,087
300,000
1,899,087
2,850,135
1,416,000
385,555
2,000
1,803,555
1,599,087
1,599,087
300,000
1,899,087
2,850,135
1,416,000
385,555
3,605
1,805,160
2,115,729
2,115,729
300,000
2,415,729
3,460,704
1,444,000
355,901
3,900
1,803,801
Total Expenditures and Other Uses: 2,272,359 1,803,555 1,805,160 1,803,801
Fund Balance, December 31 $ 951,048 $ 1,046,580 $ 1,044,975
Change in Fund Balance $ (366,439) $ 95,532 $ 93,927
-28% 10% 10%
$ 1,656,903
$ 611,928
59%
ai
Actual
1
Adopted
1
Estimate
1
Adopted
1
Description
2017
2018
2018
2019
Fund Balance, January 1
Revenues
General Property Taxes
Investment Income
Total Revenues:
Other Sources
Operating Transfers In
Total Revenues and Other Sources:
Total Available:
Expenditures
Debt Service
Principal
Interest
Other
Total Expenditures:
Other Uses
Operating Transfers Out
$ 1,317,487 $ 951,048 $ 951,048 $ 1,044,975
1,608,636
(2,716)
1,605,920
300,000
1,905,920
3,223,407
1,800,000
418,419
3,095
2,221,514
50,845
1,599,087
1,599,087
300,000
1,899,087
2,850,135
1,416,000
385,555
2,000
1,803,555
1,599,087
1,599,087
300,000
1,899,087
2,850,135
1,416,000
385,555
3,605
1,805,160
2,115,729
2,115,729
300,000
2,415,729
3,460,704
1,444,000
355,901
3,900
1,803,801
Total Expenditures and Other Uses: 2,272,359 1,803,555 1,805,160 1,803,801
Fund Balance, December 31 $ 951,048 $ 1,046,580 $ 1,044,975
Change in Fund Balance $ (366,439) $ 95,532 $ 93,927
-28% 10% 10%
$ 1,656,903
$ 611,928
59%
ai
City of Andover
Capital Projects Funds
2019 Budget Summary - All Capital Projects Funds
Statement of Revenues, Expenditures and Changes in Fund Balance
Fund Balance, January 1
Actual
1
Adopted
1
Estimate
1
Adopted
1
Description
2017
2018
2018
2019
Fund Balance, January 1
$ 23,359,026
$ 24,077,823
$ 24,077,823
$ 21,000,387
Revenues
30,675,312
27,898,960
28,526,710
53,111,898
General Property Taxes
1,941,872
2,134,014
2,167,309
2,001,788
Tax Increments
82,448
85,000
86,794
85,000
Special Assessments
832,528
402,400
439,424
611,400
Intergovernmental
2,356,647
430,899
324,962
1,216,312
Investment Income
289,517
158,000
168,750
155,000
User Charges
536,310
182,324
486,323
193,226
Miscellaneous
50,630
-
92,381
253,550
Total Revenues:
6,089,952
3,392,637
3,765,943
4,516,276
Other Sources
7,159,569
7,526,323
34,838,610
Transfers In
1,205,845
428,500
669,871
795,235
Bond Proceeds
-
-
-
26,800,000
Proceeds from Sale of Capital Assets
20,489
-
13,073
-
Total Other Sources:
1,226,334
428,500
682,944
27,595,235
Total Revenues and Other Sources:
7,316,286
3,821,137
4,448,887
32,111,511
Total Available:
30,675,312
27,898,960
28,526,710
53,111,898
Expenditures
Other Services and Charges
4,878,208
3,243,500
3,270,000
4,902,500
Capital Outlay
1,468,334
3,604,500
3,944,754
29,878,000
Debt Service - Principal Retirement
196,719
196,719
196,719
-
Total Expenditures:
6,543,261
7,044,719
7,411,473
34,780,500
Other Uses
Operating Transfers Out
54,228
114,850
114,850
58,110
Total Expenditures and Other Uses:
6,597,489
7,159,569
7,526,323
34,838,610
Fund Balance, December 31
$ 24,077,823
$ 20,739,391
$ 21,000,387
$ 18,273,288
Change in Fund Balance
$ 718,797
$ (3,338,432)
$ (3,077,436)
$ (2,727,099)
3%
-14%
-13%
-13%
09a
City of Andover
Enterprise Funds
2019 Budget Summary - All Enterprise Funds
Statement of Revenues, Expenditures and Changes in Fund Net Assets
Unrestricted Net Assets, January 1
Revenues
Charges for Services
Interest
Meters
Penalties
Miscellaneous
Total Revenues:
Other Sources
Transfers In
Gain on the Sale of Capital Assets
Total Other Sources:
Total Revenues and Other Sources:
Total Available:
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:
Unrestricted Net Assets, December 31
$ 7,579,076 $ 8,296,953 $ 8,296,953 $ 8,427,150
5,433,027
Actual
1
Adopted
1
Estimate
1
Adopted
1
Description
2017
2
21
2019
Unrestricted Net Assets, January 1
Revenues
Charges for Services
Interest
Meters
Penalties
Miscellaneous
Total Revenues:
Other Sources
Transfers In
Gain on the Sale of Capital Assets
Total Other Sources:
Total Revenues and Other Sources:
Total Available:
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:
Unrestricted Net Assets, December 31
$ 7,579,076 $ 8,296,953 $ 8,296,953 $ 8,427,150
5,433,027
5,186,102
5,187,662
65,801
46,000
61,000
23,005
13,000
13,000
61,258
67,000
67,000
5,583,091
5,312,102
5,328,662
54,228
32,855
87,083
5,670,174
13,249,250
1,058,226
245,479
2,075,070
241,465
735,127
4,355,367
596,930
4,952,297
$ 8,296,953
Change in Unrestricted Net Assets $ 717,877
9%
114,850
114,850
5,426,952
13,723,905
1,067,991
320,700
2,287,723
258,000
776,843
4,711,257
602,058
5,313,315
$ 8,410,590
$ 113,637
1%
114,850
114,850
5,443,512
13,740,465
1,067,991
320,700
2,287,723
258,000
776,843
4,711,257
602,058
5,313,315
$ 8,427,150
$ 130,197
2%
5,250,944
61,000
13,000
65,000
5,389,944
58,110
58,110
5,448,054
13,875,204
1,118,876
339,300
2,382,764
70,000
781,980
4,692,920
977,443
5,670,363
$ 8,204,841
$ (222,309)
-3%
a3
City of Andover
Internal Service Funds
2019 Budget Summary - All Internal Service Funds
Statement of Revenues, Expenditures and Changes in Unrestricted Net Assets
9�
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
Change in Unrestricted Net Assets
$ 956,898 $ 1,081,905
1,155,907
10,611
26,074
1,192,592
1,192,592
2,149,490
446,274
289,765
331,546
1,067,585
1,067,585
$ 1,081,905
$ 125,007
13%
1,169,633
3,000
1,172,633
1,172,633
2,254,538
456,090
404,810
360,172
1,221,072
1,221,072
$ 1,033,466
$ (48,439)
4%
$ 11081,905
1,169,633
4,000
1,173,633
1,173,633
2,255,538
456,190
378,700
346,872
1,181,762
11,071
1,192,833
$ 1,062,705
$ (19,200)
-2%
$ 1,062,705
1,169,633
4,000
1,173,633
1,173,633
2,236,338
491,921
416,510
372,672
1,281,103
1,281,103
$ 955,235
$ (107,470)
-10%
Actual
1
Adopted
1
Estimate
1
Adopted
1
-Description
2017
2018
2018
2019
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
Change in Unrestricted Net Assets
$ 956,898 $ 1,081,905
1,155,907
10,611
26,074
1,192,592
1,192,592
2,149,490
446,274
289,765
331,546
1,067,585
1,067,585
$ 1,081,905
$ 125,007
13%
1,169,633
3,000
1,172,633
1,172,633
2,254,538
456,090
404,810
360,172
1,221,072
1,221,072
$ 1,033,466
$ (48,439)
4%
$ 11081,905
1,169,633
4,000
1,173,633
1,173,633
2,255,538
456,190
378,700
346,872
1,181,762
11,071
1,192,833
$ 1,062,705
$ (19,200)
-2%
$ 1,062,705
1,169,633
4,000
1,173,633
1,173,633
2,236,338
491,921
416,510
372,672
1,281,103
1,281,103
$ 955,235
$ (107,470)
-10%
CITYOFANDOVER C
General Fund J
Revenue & Expense Summary
EXPENDITURES
Actual
Actual
Actual
Actual
Actual
Budget *
Estimate
Requested *
Budget Change (*)
General Government
2013
2014
2015
2016
2017
2018
2018
2019
$
%
REVENUES
4,311,340
4,498,920
4,503,332
4,667,326
4,778,336
4,978,056
4,989,447
5,169,388
191,332
3.84%
Property Taxes
$ 7,376,284
$ 7,476,295
$ 7,634,715
$ 8,217,768
$ 8,332,634
$ 8,721,256
$ 8,721,256
$ 9,023,970
302,714
3.47%
License and Permits
536,707
364,430
452,616
625,906
546,378
377,900
486,000
384,900
7,000
1.85%
Intergovernmental Revenues
710,071
697,491
749,570
733,953
793,932
766,274
784,954
787,918
21,644
2.82%
Charges for Current Services
1,122,460
998,150
804,684
912,220
843,022
746,700
800,200
708,700
(38,000)
-5.09%
Fines and Forfeits
96,130
94,375
99,304
88,600
75,287
90,250
75,075
75,250
(15,000)
-16.62%
Interest Income
(17,096)
144,876
63,709
68,380
64,751
75,000
75,000
75,000
0
0.00°%
Miscellaneous Revenue
140,983
150,759
154,239
194,812
178,616
129,300
147,900
134,300
5,000
3.87°%
Transfers
196,930
196,930
196,930
196,930
196,930
178,558
178,558
188,008
9,450
5.29°%
TOTAL REVENUES
10,162469
10,123306
10,155,767
11038,569
11,031550
11,085238
11,268,943
11,378,046
292,808
2.602
EXPENDITURES
General Government
2,308,882
2,481,927
2,511,970
2,592,649
2,642,223
3,010,679
3,036,404
3,131,900
121,221
4.03°%
Public Safety
4,311,340
4,498,920
4,503,332
4,667,326
4,778,336
4,978,056
4,989,447
5,169,388
191,332
3.84%
Public Works
2,759,342
2,819,372
2,817,981
2,966,674
2,854,540
3,206,152
3,183,152
3,298,777
92,625
2.89%
Other
210,510
81,185
256,720
283,077
764,875
70,428
260,000
95,428
25,000
35.50%
TOTAL EXPENDITURES
9,590,074
9,881,404
10,090,003
10,509,726
11,039,974
11 265,315
11 469,003
11,695,493
430,178
3.82%
UNDER(OVER)BUDGET $ 572,395 $ 241,902 $ 65,764 $ 528,843 $ 8,424 $ 180077 $ 200,060 $ 317447 $ 137370
11/20/2018
REVENUES
Property Taxes
License and Permits
Intergovernmental Revenues
Charges for Services
Fines and Forfeits
Interest Income
Miscellaneous Revenue
Transfers
TOTAL REVENUES
CITY OF ANDOVER
Revenue Comparison - General Fund
Actual Actual
2015 2016
$ 7,634,715
$ 8,217,768
452,618
625,906
749,570
733,953
804,684
912,220
99,304
88,600
63,709
68,380
154,239
194,812
196,930
196,930
$ 10,155,767 $ 11,038,569
City of Andover
2019 Revenue Comparison - General Fund
Property Taxes _
Licenses 8 Permits
i.
Intergov'I Rev ..3
Charges for Svcs
Fines 8 Forfeits
Interest Income
Misc. Rev
Transfers
$0.00 $2.00 S4 00 56.00 $8.00 $10.00
(Ions
0 Budget 2019 ■ Estimate 2018 0 Actual 2017 a Actual 2016 • Actual 2015
Actual
2017
$ 8,332,634
546,378
793,932
843,022
75,287
64,751
178,616
196,930
$ 11,031,550
Budget
2018
$ 8,721,256
377,900
766,274
746,700
90,250
75,000
129,300
178,558
$ 11,085,238
Estimate
2018
$ 8,721,256
486,000
784,954
800,200
75,075
75,000
147,900
178,558
$ 11,268,943
Budget
2019
$ 9,023,970
384,900
787,918
708,700
75,250
75,000
134,300
188,008
$ 11,378,046
City of Andover
2019 Revenue by Source - General Fund
Misc. Rev
1% Interest Income
Transfers 1%
2%
Fines 8 Forfeits
1%
Charges for Svcs
6%
Intergadl Rev
7%
Licenses 8
Permits
3%
Property Taxes
79%
/ •
EXPENDITURES
General Government
Public Safety
Public Works
Other
TOTAL EXPENDITURES
CITY OF ANDOVER
Expenditure Comparison - General Fund
Actual
Actual
Actual
Budget
Estimate
Budget
2015
2016
2017
2018
2018
2019
$ 2,511,970
25%
$ 2.592,649
25%
$ 2,642,223
24%
$ 3,010,679
27%
$ 3,036,404
26%
$ 3,131,900
27%
4,503,332
45%
4,667,326
44%
4,778,336
43%
4,978,056
44%
4,989,447
44%
5,169,388
44%
2,817,981
28%
2.966,674
28%
2,854,540
26%
3,206,152
28%
3,183,152
28%
3,298,777
28%
256,720
3%
283,077
3%
764,875
7%
70,428
1%
260,000
2%
95,428
1%
$ 10,090,003
$ 10,509,726
$ 11,039,974
$ 11,265,315
$ 11,469,003
$ 11,695.493
City of Andover
2019 Expenditure Comparison - General Fund
General Gov't
Public Safety
Public Works
Other
$0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00
Millions
G Budget 2019 ■ Estimate 2018 as Actual 2011 a Actual 2016 a Aural 2015
City of Andover
2019 Expenditures by Function - General Fund
Other
1%
blic Works
28%
:�
CITY OF ANDOVER
General Fund - Expenditure Budget Summary Totals - By Department
Budget Year 2019
PUBLIC SAFETY
Actual
Actual
Actual
Actual
Actual
Budget*
Estimate
Requested"
Change(')
Police Protection
2013
2014
2015
2016
2017
2018
2018
2019
$
4.26%
GENERAL GOVERNMENT
1,126,979
1,264,018
1,165,223
1,285,417
1,353,209
1,423,914
1,435,305
1,471,101
47,187
3.31%
Mayor and Council
$ 83,595 $
84,650 $
85,060 $
86,989 $
84,136 $
91,298
$ 91,298
$ 107,751
16,453
18.02%
Administration
147,503
169,218
172,296
187,876
187,514
203,833
203,833
215,952
12,119
5.95%
Newsletter
17,677
20,974
21,042
22,731
25,287
26,000
26,000
26,800
800
3.08%
Human Resources
17,907
18,038
15,908
13,404
15,520
28,431
28,156
28,771
340
1.20%
Attorney
173,244
177,427
180,313
184,990
188,644
191,360
191,360
197,041
5,681
2.97%
City Clerk
108,312
128,861
134,775
148,338
147,450
155,608
155,608
163,651
8,043
5.17%
Elections
11,352
41,508
14,497
64,433
17,852
59,781
59,781
65,640
5,859
9.80%
Finance
215,215
230,639
240,319
252,563
258,883
278,660
278,660
290,752
12,092
4.34%
Assessing
144,561
145,051
146,315
146,473
147,915
154,000
150,000
154,000
0
0.00%
Information Services
135,982
146,984
131,744
151,387
149,512
180,597
180,597
187,743
7,146
3.96%
Planning & Zoning
349,489
387,308
406,045
414,141
398,780
438,827
438,827
456,887
18,060
4.12%
Engineering
452,788
460,872
464,843
511,074
511,183
553,765
553,765
575,968
22,203
4.01%
Facility Management
451,257
470,397
498,813
408,250
509,547
648,519
678,519
660,944
12,425
1.92%
Total General Gov
2,308,882
2,481,927
2,511,970
2,592,649
2,642,223
3,010,679
3,036,404
3,131,900
121,221
4.03%
PUBLIC SAFETY
Police Protection
2,740,899
2,818,132
2,918,308
2,936,467
2,962,551
3,053,526
3,053,526
3,183,610
130,084
4.26%
Fire Protection
1,126,979
1,264,018
1,165,223
1,285,417
1,353,209
1,423,914
1,435,305
1,471,101
47,187
3.31%
Protective Inspection
423,495
390,908
391,951
424,247
443,712
462,164
462,164
479,543
17,379
3.76%
Emergency Management
13,930
21,836
24,352
17,495
16,320
32,502
32,502
29,184
(3,318)
-10.21%
Animal Control
6,037
4,026
3,498
3,700
2,544
5,950
5,950
5,950
0
0.00%
Total Public Safety
4,311,340
4,498,920
4,503,332
4,667,326
4,778,336
4,978,056
4,989,447
5,169,388
191,332
3.84%
PUBLIC WORKS
Streets and Highways
572,753
600,313
629,724
686,086
597,963
659,943
659,943
696,225
36,282
5.50%
Snow and Ice Removal
630,799
637,154
442,078
468,173
449,881
562,706
562,706
586,375
23,669
4.21%
Street Signs
162,861
187,935
204,495
167,282
214,540
219,418
219,418
227,527
8,109
3.70%
Traffic Signals
26,241
34,901
30,170
27,919
36,151
37,000
37,000
39,500
2,500
6.76%
Street Lighting
31,702
32,646
30,664
37,089
27,735
40,400
40,400
40,400
0
0.00%
Street Lights - Billed
210,331
203,148
201,500
200,509
144,451
220,500
173,000
180,500
(40,000)
-18.14%
Park & Recreation
946,545
1,009,373
1,151,314
1,247,501
1,207,360
1,297,395
1,318,395
1,345,517
48,122
3.71%
Natural Resource Preservation
-
-
-
7,255
6,503
11,574
15,074
14,107
2,533
21.89%
Recycling
178,110
113,902
128,036
124,860
169,956
157,216
157,216
168,626
11,410
7.26%
Total Public Works
2,759,342
2,819,372
2,817,981
2,966,674
2,854,540
3,206,152
3,183,152
3,298,777
92,625
2.89%
OTHER 210,510 81,185 256,720 283,077 764,875 70,428 260,000 95,428 25,000 35.50%
Total Other 210,510 81,185 256,720 283,077 764,875 70,428 260,000 95,428 25,000 35.50%
GRAND TOTAL $ 9,590,074 $ 9,881,404 $ 10,090,003 $ 10,509,726 $ 11,039,974 S 11,265,315 $ 11,469,003 $ 11,695,493 430,178 3.82%
rai J
MUNICIPALITIES
WITHIN ANOKA
COUNTY
Proposed 2019 City
Tax Rate
Comparison
Muni
i alities Only
Hilltop
99.984
Columbia Heights
66.800
Lexington
7.941
Centerville
5
.390
Circle Pines
56
321
Bethel
54.106
St. Francis
53.01
Columbus
50.418
Spring Lake Park
1 48.785
6
h
Fridley45.238
3
o
East Bethel142.236
3.123
D
Lino Lakes
Coon Rapids
41.114
Ramseyjr2l.011
40.556
Anoka36
104
Blaine35.
5
Andover35.
24
Linwood
Nowthen
Ham Lake
Oak Grove
0.000
20.000 40.000 60.000 80.000 100.000 120.000
TAX RATE
CITY OF ANDOVER
2019 Proposed Tax Rate Breakdown
Other
School District 3.883%
18.224%
County
38 484%
City
39.409%
PERCENTAGES ARE PROPORTIONAL TO REFLECT 100% RATHER THAN ACTUAL AMOUNT OF 89.372%.
Does not include voter approved referendum levy based on market value.
Publ
2
CITY OF ANDOVER
2019 General Fund Expenditures by Function
Other General Government
0.8% 2Fi 8%
Public Safety
44.2%
M
CITY OF ANDOVER
General Fund - General
Government Expenditures
Council
Administration
6 9% Newsletter
Human Resources
Facility Mgmt 3.4%
0.9%
0.9%
21.1%
Attorney
6.3%
City Clerk
5.2%
Elections
2.1%
Finance
9.3%
Engineering
18.4%
Assessing
Planning & Zoning
Information Systems
4.9%
14.6%
6.0%
Fire Protection
28.5%
CITY OF ANDOVER
General Fund - Public Safety Expenditures
'.__'_ —. __ _ Fmcmcnry hAnnanamont Animal Cnntml
ronce rrotecton
61.6%
Natural Resource
Preservation
0.4%
L�
CITY OF ANDOVER
General Fund - Public Works Expenditures
Recycling
F 5.1%
Streets & Highways
21.1%
I LSnow & Ice
Parks & Recreation 17.8%
40.8%
� Street Signs
Street Lights -Billed Traffic Signals 6.9%
5.5% Street Lighting 1.2%
1.2/0
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 2018 General Fund Budget Progress Report
DATE: November 20, 2018
Ci
INTRODUCTION
The City of Andover 2018 General Fund Budget contains total revenues of $11,085,238 and total
expenditures of $11,319,815; 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.
Attached is the General Fund Revenue & Expenditure Budget Summary - Budget Year 2018,
reflecting year to date actual through October 2018. The attachment provided is to assist
discussion in reviewing 2018 progress; other documents may be distributed at the meeting.
The following represents Administration's directives and departmental expectations in place for
2018:
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 REQUESTED
The Council is requested to receive a presentation from staff.
submitted,
CITY OF ANDOVER
General Fund Budget Summary Totals
Budget Year 2018
2017
2018
REVENUES
Budget
Oct YTD
%Bud
Final
Budget
Oct YTD
%Bud
General Property Tax
$
8,420,354
S
4,364,254
52%
$
8,332,634
$
8,721,256
$ 4,671,673
54%
Licenses and Permits
367,705
448,157
122%
544,568
377,900
471,510
125%
lrtergovemmental
766,150
718,865
94%
793,931
766,274
762,365
99%
Charges for Services
773,950
719,166
93%
787,042
746,700
697,879
93%
Fines
100,750
57,044
57%
75,287
90,250
57,952
64%
Investment Income
75,000
40,893
55%
64,751
75,000
39,639
53%
Miscellaneous
124,300
156,814
126%
179,789
129,300
144,815
112%
Transfers In
196,930
196,930
100%
196,930
178,558
178,558
100%
Total Revenues
$
10,825,139
$
6,702,123
62%
$
10,974,932
$
11,085,238
$ 7,024,391
63%
2017
2018
EXPENDITURES
Budget
Oct YTD
%Bud
Final
Budget
Oct YTD
%Bud
GENERAL GOVERNMENT
Mayor and Council
$
89,991
$
74,025
82%
$
84,136
$
91,298
$ 74,989
82%
Administration
199,541
156,001
78%
187,514
203,833
160,360
79%
Newsletter
26,000
18,315
70%
25,287
26,000
15,841
61%
Human Resources
27,913
17,099
61%
15,520
28,431
15,707
55%
Attorney
191,360
141,640
74%
188,644
191,360
140,982
74%
City Clerk
148,599
123,301
83%
147,450
155,608
126,162
81%
Elections
63,881
15,715
25%
17,852
59,781
31,840
53%
Finance
268,129
220,961
82%
258,883
278,660
230,582
83%
Assessing
150,000
145,367
97%
147,914
154,000
146,403
95%
Information Services
180,722
120,040
66%
149,513
180,597
142,192
79%
Planning & Zoning
462,212
320,773
69%
398,780
438,827
339,247
77%
Engineering
535,715
423,243
79%
511,183
553,765
433,787
78%
Facility Management
681,733
399,823
59%
509,547
678,519
407,096
60%
Total General Gov
3,025,796
2,176,303
72%
2,642,223
3,040,679
2,265,188
74%
PUBLICSAFETY
Police Protection
2,962,551
2,962,551
100%
2,962,551
3,053,526
3,053,526
100%
Fire Protection
1,422,522
1,150,098
81%
1,353,209
1,423,914
1,216,068
85%
Protective Inspection
446,688
366,026
82%
443,712
462,164
353,760
77%
Civil Defense
24,847
14,849
60%
16,320
32,502
14,779
45%
Animal Control
5,950
1,956
33%
2,544
5,950
1,915
32%
Total Public Safety
4,862,558
4,495,480
92%
4,778,336
4,978,056
4,640,048
93%
PUBLIC WORKS
Streets and Highways
614,668
523,026
85%
597,964
659,943
545,417
83%
Snow, and Ice Removal
547,777
344,796
63%
449,881
562,706
500,864
89%
Street Signs
215,244
165,961
77%
214,540
219,418
164,601
75%
Treffic Signals
37,000
22,883
62%
36,152
37,000
19,286
52%
Street Lighting
38,400
20,487
53%
27,735
40,400
24,656
61%
Street Lights - Billed
217,500
107,158
49%
144,451
220,500
105,485
48%
Park & Recreation
1,275,530
970,399
76%
1,207,359
1,318,395
1,069,020
81%
Natural Resource Preservation
12,697
4,243
0%
6,503
15,074
4,931
33%
Recycling
122,221
135,955
74%
169,956
157,216
160,643
102%
Total Public Works
3,081,037
29294,908
74%
2,854,541
3,230,652
2,594,903
80%
OTHER
Miscellaneous
781,728
764,850
98%
764,875
261,828
233,415
89%
Youth Services
38,600
0%
38,600
8,500
22%
Total Other
820,328
764,850
93%
764,875
300,428
241,915
81
Total Expenditures
$
11,789,719
$
9,731,541
83%
$
11,039,975
$
11,549,815
S 9,742,054
84%
NET INCREASE (DECREASE)
$
(964,580)
$
(3,029,418)
$
(65,043)
$
(464,577)
$ (2,717,663)
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 2018 City Investment Reports
DATE: November 20, 2018
INTRODUCTION
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.
Attached is the Investment Maturities Summary for October 2018, the October 2018
Investment Detail Report, and the October 2018 Money Market Funds Report. These
attachments are intended to provide a status report on the October 2018 investments.
ACTION REQUESTED
Informational, for Council review. Staff will provide a brief presentation and answer questions.
)miffed,
Investment Maturities - October 2018
Total investments
Deposits
Total cash and investments
Credit
Investment Type
Rating
Fair
Less Than
Money market funds
N/A
MN Municipal Money
Value
Market Fund (4M)
N/A
Premier Banks Money
10
Market Fund
N/A
Certificates of deposit
FDIC
Local governments
A/Al/A2
1,024,866
AAI/AA2/AA3
AAA
State governments
A/Al/A2
-
AAI/AA2/AA3
AAA
U.S. agencies
AAA
U.S. agencies
N/A
Total investments
Deposits
Total cash and investments
Investment Maturities (in Years)
Fair
Less Than
More Than
Value
1
1 - 5
6-10
10
$ 840,691
$ 840,691
$ -
$ -
$ -
1,024,866
1,024,866
276,164
276,164
-
11,876,735
7,835,990
4,040,744
-
-
342,506
20,314
221,843
100,349
-
5,182,587
1,578,379
2,528,327
974,123
101,758
4,338,865
1,087,210
2,475,155
776,500
-
200,264
-
200,264
-
-
926,517
84,640
841,878
-
-
457,941
-
- 457,941
-
-
11,674,092
4,816,067
6,707,757
150,268
-
198,898
198,898
-
-
-
$ 37,340,124
$ 17,763,217
$ 17,473,909
$ 2,001,240
$ 101,758
435,363
$ 37,775,487
October 2018 Investment Detail
Description
Cusip
Number
Credit
Rating/F
DIC #
Type
Purchase Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Date
Acquired
Coupon
Date
Maturity
Due Date
Amex Centudon Bk
02587DU63
27471
CD
245,000.00
245,000.00
245,000.00
1.550%
244,975.50
matudty
08/03/17
02/08/18
11/08/18
1 Year CD - Premier Bank _
1 Year CD - Premier Bank Rochester
1 Year CD - Premier Bank MN _
BMW Bank of North America
Satre National Bk
1091003210
21714_
CD
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
1.500%
245,000.00
maludty
12/16/17
none
12/16/18
2055214401
33202
_ CD
CO.
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
1.500%
1.500%
1.600%
245,000.00
245,000.00
maturity
12/16/17
none
12/16/18
3041574901
33204
maturity
12/16117
none
12/16/18
05580ADR2
35141
CD
245,000.00
244,679.05
semi-annual
01/22/16_
07/22/16
01/22/19
786580205
26876
CD
245,000.00
245,000.00
1.950%
244,752.55
maturity
02/28/18
none
02/27/19
TCF National Bank _
Beal Bank SSB
872278X76
28330
CD
245,000.00
245,000.00
245,000.00
245,000.00
1.900%
244,708.45
maturity
02/28/18
none
02/28/19
07370XDZ4
32574
CD
245,000.00
245,000.00
2.000%
244,644.75
maturity
04/11/18
none
04/10/19
Bank Hapoalim, BM of NY
06251AT42
33686
CD
245,000.00
245,000.00
245,000.00
2.100%
244,725.60
maturity
04/20/18
none
04/18/19
Bank Baroda New York
06062RC42
33681
CD
245,000.00
245,000.00
245,000.00
2.050%
244,649.65
maturity
04/23/18
none
04/23/19
Berkshire BkPittsBeld_MA
Customers Bank
Banner Bank
First Foundation Bk
Ally Bank Midvale Utah _
Barclays Bank
Synchrony Bank
JP Morgan Chase Bank NA
Farmers & Merchants Banc _
BankUnitedASavings_
Mcuntaii Bank
PrivateBank & Trust Cc _
Goldman Sachs Bank USA
Sallie Mae Bank _
Town Bank
First Federal Svgs Bk
08461
23621
245,000.00
245,000.00
245,000.00
244,529.60
maturity
04/24/18
none
04/24/19
232D4HFA1
34444
_CD
CD
CD
CD
_CD
CD
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
247,000.00
247,000.00
245,000.00
245,000.00
_1.950%
2.000%
244,517.35
244,372.80
semi-annual
semi-annual
02/21/18
08/21/18
05/21/19
06652XFP5
32026UFSO
02006LF32
06740KHB6
28489
58647
57803
57203
245.000.00
245,000.00
245,000.00
247,000.00
1.850%
02/23/18
02/28/18
08/23/18
08/28/18
05/23/19
05/28/19
2.000%
244,490.40
semi-annual
245,000.00
247,000.00
247,000.00
245,000.00
245,000.00
1.200%
2.050%
243,032.65
semi-annual
06/30/16
07/03/14
07/11/14
07/15/16
07/17118
07/18/18
07118118
07/21/14
12/30/16
01/02/15
01/11/15
10/15/16
01/17/19
none
none
07/01/19
07/02/19
07/11/19
07/15/19
07/17/19
07/18/19
07118/19
07/22/19
07/23/19
08/09/19
246,342.98
246,288.64
semi-annual
semi-annual
quarterly
semi-annual
maturity
maturity
semi-annual
semi-annual
87164WBT4
48125Y5L4
3081ONBGO
_066519FX2
62452ACG3
74267GU08
38147d1.159
79545OB95
892094CK7
32021YCH4
27314
247,000.00
245,000.00
245,000.00
2.050%
1.11
2.300%
628
1895
_CD
_ CD
242,812.15
244,804.00
58979
90253
_CD
CD
245,000.00
245,000.00
247,000.00
247,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
247,000.00
247,000.00
245,000.00
245,000.00
2.300%
2.250%
2.000%
2.050%
1.700%
2.300%
1.500%
244,777.05
CD
CD
CD
CD
CD
CD
245,000.00
247,000.00
247,000.00
245,000.00
245,000.00
244,691.30
246,239.24
246,162.67
243,591.25
244,698.65
33306
33124
58177
_34717
29690
01/21/15
01/23/15
07/23/14
08/09/17
semi-annual
02/09118
maturity
08/30/18
none
08/09/19
249,000.00
249,000.00
249,000.00
248,078.70
monthly
01/21/16
02/21/16
08/21/19
Santander Bank NA
Valley NIB
Victory Bank
BMO Harris Bk Natl Assoc
CommerceiBank N/A
Umpqua Bk Roseburg Ore _ _
Oneida County NY_ _ _
Farmington MN
80280JRC6
29950
CD
245,000.00
245,000.00
245,000.00
2.300%
244,563.90
maturity
maturity
09/05/18
none
09/05/19
_919853866
92644LAB8
05581WA70
9396
58615
16571
_ CD
CD
CD
CD
245,000.00
245,000.00
245,000.00
2.350%
244,661.90
09/06/18
none
09/06/19
247,000.00
247,000.00
247,000.00
2.000%
245,792.17
semi-annual
09/24/14
03/24/15
09124/19
245,000.00
245,000.00
245,000.00
2.450%
244,762.35
semi-annual
08/31/18
09/01/18
10101/19
20084TKXO
57176
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
20,000.00
2.300%
244,272.35
244,372.80
semi-annual
semi-annual
semi-annual
04/25/18
10/25/18
10/25/19
91
6824543R2
311297W84
762698GKB
17266
Al
AA
AA
2.350%
6.250%
2.000%
4.400%
04/27/18
08/16/10
10/27/18
none
10/28/19
_CD
local
22,877.60
22,877.60
20,313.60
100,030.00
local
102,787.00
102,787.00
100,000.00
semi-annual
07/06/16
none
none
_04/15/19
02/01/19
02/01/19
Rice Cnty MN
local
45,466.80
45,466.80
40,000.00
40,143.20
semi-annual
03/07/12
_
Ramsey MN
751813PB6
60374YS73
AA+
AA7
local
local
158,677.85
111,898.00
158,677.85
111,898.00
145,000.00
100,000.00
4.500%
145,189.95
semi-annual
02/16/12
04/01/16
04/01/19
12/01/18
Minneapolis MN
3.250%
100,060.00
semi-annual
06/05/12
12/01/11
Orange Beach ALA
68406PHF1
AA1
local
241,689.60
241,689.60
240,000.00
4.400%
240,919.20
semi-annual
08/05/10
02/01/11
02/01/19
Cedar Rapids lA
150528RM1
AA1
local
217,672.00
217,672.00
200,000.00
3.000%
200,174.00
semi-annual
06/11/13
12/01/13
06/01/19
Multnomah Cnty OR Sch Dist 1J
625517JMO
AA1
local
250,000.00
250,000.00
250,000.00
1.450%1
247,995.00
semi-annual
08/10/17
12115/17
06/15/19
Sioux City IA
829458FC7
AA2
local
156,100.50
156,100.50
155,000.00
2.000%
154,338.15
semi-annual
12/22/16
none
06/01/19
Waterloo IA
941647PA1
AA2
local
50,559.50
50,559.50
50,000.00
2.000%1
49,780.50
semi-annual
06/27/13
12/01/13
06/01/19
7,835,990.45 CD
Description
Cusip
Number
Credit
Rating/F
DIC #
Type
Purchase Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Date
Acquired
Coupon
Date
Maturity/
Due Date
Western Lake Superior MN
958522WU4
AA2
100,000.00
157,328.00
100,000.00
157,328.00
100,000.00
200,000.00
3.150%
100,271.00
199,478.00
semi-annual
08/16/11
04/01/12
10/01/19
Kane McHenry Cook & De Kalb Zero Cpn
484080MB9
AA3
_local
local
maturity
07/16/12
none
12/01/18
King Cnly WA
49474E3L5
AAA
local
224,634.00
224,834.00
200,000.00
3.980%
200,206.00
semi-annual
03127/12
none
12101/18
Minnetonka MN ISD #276
604195RA7
AAA
AAA
local
local
37,433.20
37,433.20
35,000.00
3.100%
35,018.90
semi-annual
12/22/11
none
02/01/19
_ _
Palm Beach Cnty FLA
Tenn Val Auth Cpn Strip Zero Cpn
6964977R7
88059EWZ3
87,444.75
87,444.75
75,000.00
5.898%
75,77325
semi-annual
07106/11
none
06/01119
AAA
local
262,890.00
262,890.00
300,000.00
294,462.00
maturity
12127/13
none
06/15119
_
Norwalk Conn
Greensboro NC _ _
Colorado St Hsg & Fin Auth _
668844DS9
395460V21 _
196479A82
_
_AAA
_AAA
AA2
local
local
state
122,464.80
366,832.80
84,864.00
122,464.80
366,832.80
84,864.00
120,000.00
360,000.00
85,000.00
4.050%
3.263%
1.875%
120,118.80
semi-annual
08104/10
07115111
01/26118
08/01/11_
08/01/19
10/01119
05/01/19
361,630.80
84,639.60
semi-annual
none
none
semi-annual
Fed Home Ln Bank
3130ACR89
AAA
US
249,862.50
249,862.50
250,000.00
1.375%
249,995.00
semi-annual
11/03117
05102118
11/02/18
_
Govt Natl Mtg Assn
3136GILUl
AAA
US
448,245.00
448,245.00
450,000.00
1.060%
449,793.00
249,580.00
semi-annual
semi-annual
08/21/17
none
11/14/18
Fed Farm Credit Bank
3133EHQF3
AAA
US
249,870.00
249,870.00
250,000.00
1.350%
07/07117
01107/18
01/07/19
_
Fed Farm Credit Bank
3133EG3X1
AAA
US
199,711.60
199,711.60
200,000.00
1.250%
199,566.00
semi-annual
semi-annual
06/16/17
10/30/12
07/17/17
01/17/19
_
Fed Nall Mlg Assn
3136GOY70
AAA
_
US
199,300.00
199,300.00
200,000.00
1.080%
1.250%
199,338.00
01/30/13
01130/19
Fed Farm Credit Bank
3133EC5NO
AAA
US
99,587.00
99,587.00
100,000.00
99,620.00
semi-annual
01/07/13
03/04/13
03/04/19
Fed Farm Credit Bank
3133EDTU6
AAA_
US
251,285.00
251,285.00
199,654.80
250,000.00
1.700%
249,432.50
semi-annual
semi-annual
semi-annual
semi-annual
07/07/17
06/16/17
03/04/15
03/04/19
_
Fed Farm Credit Bank
3133EHLZ4
AAA
US
199,654.80
200,000.00
1.270%
199,238.00
09/06/17
03/06/19
_
Fed Home Ln Bank
Fed Nall Mill Assn _
Fed Home Ln Mtg Corp _
Fed Nall Mig Assn
Fed Home Ln Mill Corp
Fed Home Ln Mill Corp Med Term Note
Fed Home Ln Bank _
Fed Farm Credit Bank
Fed Farm Credit Bank
3133782M2
_AAA _
AAA
_US
US
250,470.00
200,000.00
250,470.00
200,000.00
297,417.00
299,700.00
249,035.00
200,000.00
301,065.00
250,000.00
200,000.00
300,000.00
300,000.00
250,000.00
200,000.00
300,000.00
300,000.00
1.500%
1.375%
1.125%
249,192.50
07107117
06122117
12/14117
07/19/17
07/07/17
08/23/16
12/07/17
09/08/12
03/08/19
3136GIFYO
3137EADZ9
199,202.00
none
03/13119
AAA
US
297,417.00
298,080.00
298,146.00
247,377.50
197,298.00
298,155.00
295,875.00
semi-annual
semi-annual
semi-annual
quarterly
semi-annual
10115116
10/26/16
02/01/13
11123116
none
04/15/19
04/26/19
08/01/19
08/23/19
09/13/19
09/26119
10/11/19
3135GOK28
AAA
_
US
299,700.00
1.250%
1.250%
1.050%
2.000%
1.160%
3137EADK2
AAA
US
US
US
US
249,035.00
200,000.00
301,065.00
297,300.00
3134G96U6
AAA
AAA
313383VN8
3133EGVJ1
AAA
297,300.00
semi-annual
semi-annual
12/08/17
01/04/18
none
3130ACLS1
AAA
US
248,227.50
248,227.60
250,000.00
1.550%
247,270.00
04/11/18
_
Fed Home Ln Bank
313OA8NRO
AAA
US
294,603.00
294,603.00
300,000.00
1.125%
295,539.00
semi-annual
04/10/18
10/11/16
10/11/19
RFCSP Ship Principal Zero Coupon
76116FAA5
_
AAA
US
185,568.00
185,568.00
200,000.00
194,742.00
maturity
07/22/15
none
10/15/19
Fed NO Mtg Assn
3135GOJ95
31771C2G9_
AAA
US
98,570.00
98,570.00
100,000.00
1.350%
98,627.00
semi-annual
02/09118
10128/16
10/28/19
_
FICOStripCpnl3ZeraCoupon
US
93,140.00
93,140.00
100,000.00
99,603.00
maturity
12129114
none
12/27/18
_
FICO Strip Cpn Zero Coupon
31358BAA6
US
94,480.00
94,480.00
100,000.00
99,295.00
maturity
04117/15
none
02/01/19
15,621,496.90
Third Federal Sav & Loan
Celtic Bank
88413QAWB
30012
CD
CD
128,000.00
247,000.00
128,000.00
128,000.00
2.000%
127,251.20
semi-annual
11/24/14
12/20/13
05/24/15
11125119
15118RJM0_
57056
247,000.00
247,000.00
2.050%
245,794.64
semi-annual
06120/14
12/20119
_
Steams Bank NA
857894/389
20451PVJ2
10988
19048
CD
CD
247,000.00
245,000.00
245,000.00
247,000.00
245,000.00
245,000.00
245,000.00
247,000.00
245,000.00
1.000%
245,367.33
semi-annual
12/28/14
10/11118
06/26/15
04111/19
12/28119
01/13120
Compass Bk
Jefferson Bk & Tr Co
2.650%
244,848.10
semi-annual
472376AD4
17312QJ34
254673NR3
1071
7213
_CD
CD
245,000.00
245,000.00
245,000.00
2.450%
2.550%
243,765.20
semi-annual
04/11118
04/11118
10111/18
10111/18
04/10/20
04/13/20
CitiBank NA
Discover Bk Greenwood Del
245,000.00
244,100.85
semi-annual
5649
CD
245,000.00
245,000.00
2.500%
243,926.90
semi-annual
04111118
10/11/18
04/13/20
_
Iberia Bank
45083AJL7
28100
CD
245,000.00
245,000.00
245,000.00
2.600%
244,274.80
semi-annual
07/12/18
01/11/19
04/13/20
_
Citizens Alliance Bank
17318LAP9
1402
CD
249,000.00
249,000.00
249,000.00
2.000%
246,400.44
monthly
06127114
07/27114
06/26/20
Morgan Stanley Bank NA
61747M302
32992
CD
245,01)0.00
245,000.00
245,000.00
2.750%
244,331.15
semi-annual
07112/18
01/12/19
07/13/20
2,685,902.35 local
84,639.60 state
5,014,964.50 US
Description
Cusip
Number
Credit
Rating/F
DIC #
Type
Purchase Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Date
Acquired
Coupon
Date
Maturity/
Due Date
Morgan Stanley Private Bank
MUFG Union Bank NA
61760AMT3
624786CY3
34221
CD
CD
245,000.00
245,000.00
245,000.00
245,000.00
245,000.00
2.750%
2.600%
244,328.70
243,696.60
semi-annual
07/12/18
07/17/18
07/14/18
07/13/20
245,000.00
semiannual
01/17/19
07117120
_
Enerbank USA
29266NA31
_22826_
57293
CD
249,000.00
249,000.00
249,000.00
2.100%
245,566.29
monthly
07/18/14
08/18/14
07/20/20
NBT Bank Norwich _
628779FT2 _
7230
CD
245,000.00
245,000.00
245,000.00
2.700%
244,086.15
semi-annual
07118/18
01118119
07/20/20
First Republic_ Bank _ _
Merchants State Bank
33616CBL3
589227AF4
_CD
245,000.00
245,000.00
245,000.00
245,000.00
2.800%
2.650%
244,267.45
243,833.80
semi-annual
08/31/18
09/01118
08/28/20
_59017
1125
CD
245,000.00
245,000.00
semi-annual
08/31/18
02/28/19
08/28/20
Wax Bk
92937CHY7
34697
CD
245,000.00
170,045.70
61,821.00
245,000.00
245,000.00
3.000%
244,904.45
semi-annual
10/10/18
04/10119
10/13/20
Elbow Lake MN
284281 KC5
_
A
A3
local
local
170,045.70
165,000.00
60,000.00
2.750%
3.000%
4.500%
163,590.90
58,252.20
250,325.00
semi-annual
semi-annual
12/08114
none
02/15117
12/01/19
Kaufman TX
486206KR5
61,821.00
06128/16
02115/23
Steams Cc MN _
857896MH4
_
AA+
local
276,875.00
276,875.00
250,000.00
semi-annual
04117/13
none
06/01/20
_
Minneapolis MN_
60374YS81
AAI
local
278,632.50
278,632.50
250,000.00
3.500%
251,922.50
semi-annual
02126113
none
12/01119
Hampton VA
4095582JI
AAI
local
100,836.00
100,836.00
100,000.00
2.209%
98,984.00
semi-annual
01120/16
none
04101/20
Middleton WI
596782RX2
AA1
local
106,979.00
106,979.00
100,000.00
3.750%
100,075.00
250,062.50
semi-annual
semi-annual
semi-annual
02/24/15
none
none
09/01/20
10/01/20
Bristol VA
110331NT8
AAt
local
251,562.50
251,562.50
250,000.00
3.002%
07/05/18
Des Moines IA Area Cmnty Col
2500971-121
60374YG68
AAI
AAI _
AA2
AA2_
AA2
AA2
AA2
AA3 _
AA3 _
AQ
AA3
AAA
AAA
local
50,606.00
50,606.00
50,000.00
2.450%
49,128.50
11/10/14
12/01114
06/01121
Minneapolis MN
local
local
110,419.00
286,268.00
110,419.00
100,000.00
4.700%
100,631.00
292,979.25
semi-annual
10/31/11
none
03/01/23
02/01/20
05/01/20
03101/21
12/01121
02/01/23
Portsmouth VA _
Brunswick Cnty _ _
Fon Du Lac Cnty WI _ _
Adams & Arapahoe Cntys CO
Alexandria MN ISD #206
Moorhead MN
Whitewater Wis
West BendWl _ _ _ _
W Palm Beach FL
73723RSL8
286,268.00
295,000.00
2.400%
semi-annual
07/17/13
02/01/14
none
none
none
none
_117061VH1
344442KK3
local
108,967.10
259,715.00
108,967.10
110,000.00
1.740%
107,242.30
semi-annual
semi-annual
08/21/15
03/10117
07/12/18
local
259,715.00
250,000.00
3.250%
251,110.00
005482W83
local
local
117,817.50
279,760.50
117,817.50
115,000.00
3.930%
116,110.90
semi-annual
015131LQ6
279,760.50
270,000.00
3.000%
265,647.60
semi-annual
01/21/15
6161412R7
local
108,820.00
109,541.00
97,805.00
101,245.00
24_6,875.00
208,64025
108,820.00
109,541.00
97,805.00
101,245.00
246,875.00
100,000.00
100,000.00
100,000.00
100,000.00
250,000.00
3.800%
4.850%
1.900%
2.264%
1.900%
100,893.00
103,445.00
95,665.00
94,105.00
246,800.00
semi-annual
semi-annual
semi-annual
semi-annual
semi-annual
11/14111
06/09/11
none
none
none
02/01120
12/01120
04/01122
966204KA6
local
local
local
01111/18
_951428BNO
955116BE7
620637V70
778731AZ2
793028WS6
97913PC07
235308QK2
_793067CCI
88059EHD9
79567601_2
88059EMX9
07/05/16
10/01/16
10/01/22
02/01120
Mounds View MN ISD #621
Rothsay MNISD#950
Saint Paul MN_ Port Auth
Woodbury MN
Dallas TX Indpt Sch Dist
Saint Paul MN Port Auth _
Tenn Valley Auth Zero Cpn
Salt Lake County UT
Tenn Val Auth Cpn Strip Zero Cpn _
McAllen TX Dev Corp
local
local
05/16118
none
208,640.25
195,000.00
3.000%
197,265.90
semi-annual
07/06/16
none
02/01120
_
AAA
local
201,806.00
201,806.00
200,000.00
2.000%
197,442.00
semi-annual
12/22116
08/01/17
02/01120
AAA
_AAA
_AAA
AAA
_ AAA
_AAA
AAA
local
local
local
123,037.35
123,037.35
_ 115,000.00
3.250%
114,979.30
semi-annual
12/22111
none
02101/20
116.900.00
79,756.80
116,900.00
100,000.00
4.450%
2.000%
102,129.00
78,574.40
semi-annual
04116112
08/15/11
02/15/20
79,756.80
80,000.00
semi-annual
01/10/17
09/01/17
03101/20
local
local
local
263,970.00
263,970.00
300,000.00
286,338.00
maturity
03/11/13
none
05/01120
368,212.50
88,133.00
368,212.50
375,000.00
1.800%
367,556.25
semi-annual
05/18118
06115113
06/15/20
88,133.00
100,000.00
94,812.00
maturity
03/18113
none
02/15/17
07/15/20
08/15/20
local
175,000.00
175,000.00
175,000.00
1.400%
169,804.25
semi-annual
07/26/16
_
Indianapolis Ind
_579086AW9
45528UGF2
local
251,507.50
251,507.50
250,000.00
25,000.00
50,000.00
10_0,000.00
40,000.00
2.219%
245,462.50
semi-annual
07/11/17
07/15/13
none
none
04/01/16
none
01/15/21
03115/21
08/01/21
Greenway MN ISD#31 _
Baltimore Cnty MD
39678LDF6
05914FME7
64988RHGO
_ 199492CS6
68990OB98
_AAA
AAA
_ AAA_ _
_ AAA_
AAA
AAA
local
27,593.50
51,290.00
100,000.00
39,956.40
27,593.50
51,290.00
100,000.00
39,956.40
5.000%
25,129.50
semi-annual
07/09113
local
_local
local
2.097%
2.375%
2.133%
48,656.50
semi-annual
08/31/16
_
New York St Mtge Agy
Columbus OH
96.628.00
semi-annual
10127115
10/01121
12101121
38,570.40
semi-annual
02120115
OutagamieCnlyWl
local
170,000.00
170,000.00
170,000.00
2.350%
165,007.10
semi-annual
11/07/17
05/01/18
11/01122
Connecticut State
20772JQN5
Al
state
214,954.00
214,954.00
200,000.00
3.517%
200,254.00
semi-annual
05127/16
02/15/14
08115/21
Massachusetts State
57582P2T6
AAI
state
199,744.00
199,744.00
200,000.00
2.090%
197,462.00
semi-annual
12/17/14
11/01/14
05/01120
4,040,744.05 CD
5,225,324.75 local
Description
Cusip
Number
Credit
Rating/F
DIC #
Type
Purchase Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Date
Acquired
Coupon
Date
Maturity/
Due Date
Vermont State Hsg Fin Ag_y
92419RAE2
AA2
Stale
74,130.75
74,130.75
75,000.00
2.550%
73,383.00
semi-annual
08/28/18
05/01/18
11/01/21
Florida St Hurricane
34074GDH4
AA3
stale
279,439.80
279,439.80
270,000.00
2.995%
269,138.70
semi-annual
11/10/15
07/01/13
07/01/20
Minnesota St Colleges & Univ
Florida St Dept Environmental
Tennessee State
Virginia State
Kentucky St Hsg Corp
Georgia State
Fed Farm Credit Bank
Fed Home Ln Mtg Corp Zero Cpn
60414FPJ3
AA3
stale
100,000.00
100,000.00
100,000.00
2.000%
97,902.00
semi-annual
02/26/15
10/01/15
10101/20
3416OWUAO
880541 QQ3
AA3
state
217,800.00
217,800.00
200,000.00
6.206%
203,992.00
semi-annual
08/30/10
07/01/10
07/01/22
AAA
state
48,218.85
48,218.85
45,000,00
3.178%
45,076.95
semi-annual
08130/16
02/01/12
08/01/20
928109XD4
AAA
state
state
22,126.00
203,458.00
22,126.00
20,000.00
4.100%
20,138.20
semi-annual
02/07/12
none
06/01/21
49130TSHO
AAA
203,458.00
200,000.00
2.780%
196,512.00
semi-annual
03/29/17
none
07101121
373384208
3133EGBKO
AAA
state
204,444.00
204,444.00
200,000.00
2.780%
196,214.00
semi-annual
12113/16
none
02/01/23
AAA
US
199,600.00
199,600.00
200,000.00
1.300%
196,978.00
semi-annual
05/25/16
11/25/16
11/25/19
31340OBV4
AAA
US
950,527.00
950,527.00
1,000,000.00
970,200.00
maturity
11/02/15
none
11/29/19
Fed Farm Credit Bank
3133EGFR1
AAA
US
223,031.25
223,031.25
225,000.00
1.330%
221,523.75
semi-annual
11/03/17
none
12/16/19
Fed Home Ln Bank
313381ND3
AAA
US
147,300.00
147,300.00
150,000.00
1.450%
147,606.00
semi-annual
03/23/18
none
01109/20
Fed Home Ln Mtg Corp
3137EAEE5
AAA
US
297,912.00
297,912.00
300,000.00
1.500%
295,431.00
semi-annual
12/07/17
07/17/17
01/17/20
Fed Home Ln Bank
3130A3XL3
AAA
US
99,500.00
99,500.00
100,000.00
1.500%
98,352.00
semi-annual
07/22/15
08/10/15
02/10/20
Fed Home Ln Bank _
3130AECJ7
AAA
US
300,114.00
300,114.00
300,000.00
2.625%
298,959.00
semi-annual
07112/18
11/28/18
05/28/20
Fed Home Ln Mtg Corp Med Term _Note
3134GBS78
AAA
US
200,000.00
200,000.00
200,000.00
1.500%
197,180.00
semi-annual
10/27/17
04/27/18
10/27/20
Fed Farm Credit Bank
3133EJMX4
AAA
US
299,475.00
299,475.00
250,000.00
2.680%
298,356.00
semi-annual
07/12/18
11/02/18
11/02/20
Fed Home Ln Mtg Corp
3137EAEK1
AAA
US
299,193.00
299,193.00
300,000.00
1.875%
293,619.00
semi-annual
12107/17
05/17/18
11/17/20
Fed Farm Credit Bank
3133EJPW3
AAA
US
299,769.00
299,769.00
300,000.00
2.700%
290,119.00
semi-annual
05121118
12/28116
07/10/18
07/12/18
07/10/18
08/07/18
06/21/18
06/28/17
07/29118
08/08/18
12/21/20
12/28120
01/29/21
02/08/21
Fed Nat[ Mtg Assn
3136G4JM6
AAA
US
200,000.00
200,000.00
200,000.00
1.850%
195,634.00
semi-annual
semi-annual
semi-annual
semi-annual
Fed Home Ln Bank
3130ADG48
AAA
US
296,718.75
296,718.75
300,000.00
2.250%
2.375%
295,155.00
Fed Home Ln Bank
3130ADME9
AAA
AAA
US
297,516.00
297,516.00
295,215.00
292,425.00
300,000.00
300,000.00
296,166.00
Fed Fane Credit Bank
3133EHCN1
US
295,215.00
2.140%
293,334.00
290,694.00
09/16/17
03/16/21
Fed Home Ln Mtg Corp Med Tenn Note
3134GBP89
AAA
US
292,425.00
300,000.00
1.850%
semi-annual
04/26/18
04/26/21
Fed Farm Credit Bank
3133EGAH8
AAA
US
288,960.00
288,960.00
300,000.00
1.550%
1.000%
289,413.00
294,423.00
semi-annual
semi-annual
10/10/18
07117/18
11/17/16
none
05/17/21
Fed Home Ln Bank
3130A82138
AAA
US
294,030.00
294,030.00
300,000.00
05/25/21
Fed Nall Mtg Assn
3135GOU35
AAA
US
300,249.00
300,249.00
300,000.00
2.750%
298,170.00
semi-annual
07/12/18
12/22118
06/22/21
Fed Fane Credit Bank
3133EJUN7
AAA
US
300,000.00
300,000.00
300,000.00
2.860%
297,297.00
semi-annual
07116/18
01/16/19
07116/21
Fed Home Ln Bank
313OA8SR5
AAA
US
244,531.25
244,531.25
250,000.00
1.000%
244,252.50
semi-annual
07/10/18
none
07/27/21
Fed Farm Credit Bank
3133EJPD5
AAA
US
299,700.00
299,700.00
300,000.00
2.870%
297,699.00
semi-annual
07/12/18
11/15/18
11/15/21
Fed Home Ln Mtg Carp Med Term Note
3134GSPB5
AAA
US
300,000.00
300,000.00
300,000.00
2.500%
299,196.00
semi-annual
07/02/18
12/28/18
06/28/22
17,473,908.90
Itasca County Minn
465452GP9
A
local
105,024.00
105,024.00
100,000.00
5.550%
100,349.00
semi-annual
07/12/11
none
02/01/28
Chaska MN
161663653
AA
local
94,191.30
94,191.30
90,000.00
4.000%
90,868.50
semi-annual
09/08114
none
02/01/24
Mitchell SD Sch Dist #17-2
606687EHO
AA
local
116,702.00
116,702.00
100,000.00
6.000%
101,995.00
semi-annual
12120/11
06115/19
06/15/24
Minneapolis MN
60374YG76
AA1
local
72,201.35
72,201.35
65,000.00
4.800%
65,421.85
semi-annual
12109114
none
03/01/24
Ann Arbor Ml
035438CF5
AA1
local
262,025.00
262,025.00
250,000.00
5.750%
253,267.50
semi-annual
12/27/17
05/01119
05/01/27
Duluth MN
264438ZL9
AA2
local
29,76720
29,767.20
30,000.00
2.625%
28,461.30
semi-annual
12/05/12
08/01/13
02/01/25
Will County IL Cmnty Zero Coupon
969078QM9
AA2
local
159,000.00
159,000.00
500,000.00
333,475.00
maturity
08125/09
none
11/01/27
Hawkins Cnty TN
420218PL7
AA3
local
111,480.00
111,480.00
100,000.00
4.800%
100,634.00
semi-annual
03/13/12
none
05/01/24
Savage Minn
80465PAN4
AAA
local
198,018.00
198,018.00
200,000.00
4.800%
202,888.00
semi-annual
06/17110
02/01111
02/01/24
Lake City Minn ISD #813
508084DW7
AAA
local
103,933.00
103,933.00
100,000.00
5.000%
101,532.00
semi-annual
05/11/11
none
02/01/25
1,500,082.85 state
6,707,757.25 US
Description
Cusip
Number
Credit
Rating/F
DIC #
Type
Purchase Price
Carrying Cost
Maturity
Amount
Interest
Rate
Current Market
Value
Date
Acquired
Coupon
Date
Maturity I
Due Date
Tennessee Valley Auth Ser E
880591CJ9
AAA
local
121,500.00
121,500.00
100,000.00
6.750%
121,352.00
semi-annual
03/19/09
none
11/01/25
Milaca Minn ISD #912
598699NT9
AAA
local
106,941.00
106,941.00
100,000.00
5.650%
100,728.00
semi-annual
07/22/11
none
02/01/27
Ice Deposit- National Sports Center
none
local
250,000.00
250,000.00
250,000.00
250,000.00
maturity
02/06/08
none
01/01/26
Fed Home Ln Bank
3130A8W33
AAA
US
39,000.00
39,000.00
40,000.00
2.100%
36,581.20
semi-annual
07/27/17
08/22/17
08/22/25
Fed Farm Credit Bank
31331VLCB
AAA
US
106,030.45
106,030.45
100,000.00
5.250%
113,687.00
semi-annual
02/26/10
none
04/21/28
2,001,240.35
101,758.00
semi-annual
Van Buren Mich Public Schools
920729HD5
W
local
102,750.00
102,750.00
100,000.00
6.430%
07/17/09
11/01/09
05/01/29
101,758.00
35,199,404.16
1,850,972.15 local
150,268.20 US
101,758.00 local
INVESTMENT SCHEDULE - Money Market Funds
October 31, 2018
Description
Current Market
Value
YTD Interest
Wells Fargo
1 Wells Fargo Government More Market Fund
$840,690.67
$24,135.12
4M
1 4M
1,016,404.571
11, 806.74
4M PLUS'
L]4M Plus
8,461.03
1,426.99
Premier Bank
1 I Premier Bank Money Market
276,163.841
574.37
Grand Total Money Market Funds 1 $2,141,720.11 1 $37,943.22'
Updated., 1111512018