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HomeMy WebLinkAboutWK - November 26, 20191685 CROSSTOWN C I T Y O F NDOVE _ BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 FAX (763) 755-8923 • WWW.ANDOVERMN.GOV City Council Workshop Tuesday, November 26, 2019 Conference Rooms A & B Call to Order — 6:00 p.m. 2. Preserve at Petersen Farms Phase 2 — Planning/Engineering (763) 755-5100 Discuss 2020 Mill & Overlay Commercial Property Assessment Method - Engineering 4. 2020 Budget Development/2020 Property Tax Levy Discussion —Administration Other Business Closed Session City Administrator Performance Appraisal Adjournment CITY 0171e 1685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304 • (763) 755-5100 FAX (763) 755-8923 • WWW.ANDOVERMN.GOV TO: Honorable Mayor and Councilmembers CC: Jim Dickinson, City Administrate FROM: Joe Janish, Community Development ctor SUBJECT: Preserve at Petersen Farms Phase 2 - Planning DATE: November 26, 2019 (2 DISCUSSION The City of Andover reviewed a sketch plan in February 2018 for a Planned Unit Development (PUD) referred to as Andover Farms, which ultimately was developed in late 2018 and became known as Preserve at Petersen Farms. The approved PUD allowed for deviations in the lot size standards and flexibility in street construction standards. The Developer provided a sketch of the entire property utilizing the proposed PUD standards. The development started at the eastern edge of the property with the extension of 168th Ave NW and the construction of Dakota Street NW. City Council and staff had discussions with the developer related to the length of Dakota Street NW (which exceeds the current city code length of 500 feet). City staff and the developer discussed concerns with the length of the Dakota Street NW and the need for additional access to Dakota Street NW. During the development process the developer provided a route for secondary access to the west through a wetland area. Upon further review of the roadway the developer is requesting the City Council reconsider the requirement of this westerly connection as identified in their attached DRAFT Narrative. Since the original approval of the PUD for the development the developer has conducted soil borings in the area of the proposed roadway connection. The developer has indicated that the proposed wetland crossing contains "nearly twenty feet of soils incapable of supporting a public roadway." As the developer acknowledges within the DRAFT Narrative this roadway connection was desired by the City Council and residents. As per the attached DRAFT Narrative the developer is proposing to not construct the roadway through the wetlands. The developer has provided two options they would like to discuss with the City Council, with the first being their recommended: A: Eliminate the proposed roadway and rely on the future Dakota Street connection to the south. B: Leave an outlot that would allow a future connection through the wetland should the southerly connection be unreasonable. The developer indicated this would not address the feasibility issue. In both cases the developer is proposing the farm road would remain and be utilized as a pedestrian trail. City staff has indicated that as the resolutions have been written and the direction of City Council the roadway is required to be constructed as part of phase 2. Due to the Councils past direction the developer has asked to discuss this in more detail with the City Council. ACTION REQUESTED The City Council is requested to discuss access to Preserve at Petersen Farms. Once feedback is obtained staff will continue to work with the developer on additional phases of the development. ATTACHMENTS: DRAFT Narrative PUD Development Plan Phase 2 PUD Development Plan Wetland Crossing Qesctfully bmitted, Joe Janish Community Development Director Narrative DRAFT Proposed 3rd Amendment to the Planned Unit Development (PUD) for Petersen Farms Andover, MN L A N D F O R M Narrative DRAFT 3'd Amendment to the PUD Development Plan for Petersen Farms Andover, MN L A N D F O R M Revised October 9, 2019 Introduction On behalf of ID Andover Holdings, LLC, Landform is pleased to submit this application for approval of an amendment to the Planned Unit Development (PUD) for future phases of Petersen Farms. The PUD amendment request is submitted to resolve a construction - related issue discovered in early design for the next phase of the project, and to reflect the current design we are contemplating for a Preliminary Plat application early this winter. Our initial phase - The Preserve at Petersen Farms - has been incredibly well-received, with 21 of 24 lots sold and closed in less than 12 months. Seven builders have invested in the community with several builder models contemplating future sales. This demand has caused us to consider the next phase earlier than originally expected. The development plan is shown for conceptual purposes, and includes thirteen parcels (approximately 411.40 gross acres) of land on the agricultural farm located at 165th Avenue NW and Roanoke Street NW. The land is currently used as an existing family farm. (PID # 07-32-24-43-0003,07-32-24-43-0002, 07-32-24-34-0002,07-32-24-34-0003, 07- 32-24-33-0001, 07-32-24-32-0001, 07-32-24-31-0001, 07-32-24-23-0002, 07-32-24-24- 0001, 07-32-24-42-0001, 07-32-24-41-0001, 07-32-24-14-0001, 07-32-24-11-0001). Building on the low -impact design philosophy and success of The Preserve at Petersen Farms, the project will be designed and developed by Metrowide Development and Landform Development Partners, LLC. Both the development team and the Petersen Family are excited about the continued improvements proposed for this site and look forward to working with staff, planning commission and council on another successful phase. Full PUD Development Plan The parcels consist of a completed Phase 1, together with agricultural fields, woodlands and large wetlands. The public streets have been located to minimize the disturbance of the existing trees, bluff lines and topography for the proposed lots. We are proposing to create custom home sites to allow flexibility for the buyer. Each lot will be custom graded to allow for construction of the individual homes in a manner that meets the needs of the homeowner and allows them to design a site that works with the natural features of the lot. Accordingly, and as with The Preserve, the grading plan and tree preservation plan for the individual lots would be developed and approved by staff at the time of building permit. A separate grading and tree preservation plan for the new streets will be provided with the preliminary plat. This approach will allow flexibility in the placement of single-family homes on each lot while preserving the natural environment. The proposed property has a current land use designation of Rural Residential and is currently zoned R-1 Single Family Rural. LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 2 Wetland Crossing During the original PUD design phase and concurrent with the initial construction, a public street between The Preserve and future phases was contemplated. Respecting Wetland Conservation Act (WCA) sequencing requirements, this roadway was proposed to cross the existing wetland at its narrowest point, and closely aligned with the existing farm road. As part of The Preserve, a plan was developed to confirm alignment and that elevations could be accommodated with this crossing. That plan was presented and approved as part of our plan review. Continuing to the next phase of the project requires new efforts in the due diligence necessary to design and submit final plans for approval. As part of this effort, wetlands have been delineated, septic borings completed, additional survey data collected, and geotechnical work completed. All of this work throughout the next phase returned conditions that were conducive to development with one exception: soil borings completed in the proposed wetland crossing revealed nearly twenty feet of soils incapable of supporting a public roadway. Alternative designs were explored, but ultimately ruled out as infeasible or unacceptable to staff as a reasonable long-term solution. The only option remaining would be to aggressively dewater the wetland area, sub -cut 20' deep x over 200' wide throughout the entire alignment and replace with suitable soils. Besides being cost - prohibitive, this option would disturb extensive wetlands, remove large areas of wooded wetlands, and pose secondary impact risks to large established wetland complexes. While technically this can be achieved, it is not financially feasible and may result in undesirable short and long-term impacts. This roadway connection was a key component for both the development and the public. We understand the significance of this request and counted on a convenient connection between phases for builder access and continuity. Additionally, access through the existing neighborhood off 168th Avenue was contentious, and this issue is complicated by the City's acquisition of Martin's Meadows blocking access from the north end of the property. We did provide for a future connection to the south in our plat, but timing on that is uncertain as that road would extend through an existing parcel currently in foreclosure. We have pursued the option of acquiring this parcel, but that has its own challenges. We hope to have more information regarding that option in the coming weeks. With these challenges outlined, we are respectfully requesting the removal of this roadway connection from the PUD plan. There are two options proposed on how we can proceed: A. Eliminate the proposed roadway and rely on the future Dakota Street connection to the south. This would serve not only the new 24 lots in The Preserve, but also the existing 168th Avenue residents as a second ingress/egress point to the neighborhood. As with all temporary cul-de-sac options throughout the community, timing on this is uncertain. LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 3 B. We could leave an Outlet that would allow a future connection through the wetland should the southerly connection be unreasonable. While this would not address the feasibility issue, it would not preclude revisiting this option in the future. In both cases, the existing farm road would remain as a pedestrian trail (similar to that in Martin's Meadows) connecting The Preserve to the rest of Petersen Farms. The large upland area along the farm road would be protected as open space along the trail for public access. JD Andover Holdings requests consideration of Option A above so we can expand on the success of The Preserve that has brought over $15 million in new development to the community in the first year alone. The geography of this site has made it one of the most remarkable neighborhoods in the city, but with that comes its own engineering challenges. With the feasibility of this connection fully explored, we feel we have done all we can do given the constraints present and ask the Council to confirm this resolution. Any other solution would be drastically contrary to the low -impact design standards of the project and expose the community to the long-term costs and impacts associated with forcing a roadway connection at this location. In addition to the roadway matter, we have made several smaller modifications to the layout driven by the due diligence and more detailed design effort. The revised layout meets all the same conditions in the approved PUD plan with some changes to density numbers; however, the overall density remains less than 0.4 units/acre as previously approved. We request your review and approval of this revised layout so we can proceed to preliminary plat on the next phase. PUD Findings We are requesting approval of an amendment to the approved PUD development application. A PUD is subject to the standards of Section 13 of the Andover City Code. Our plan shows compliance with the Section 13-3-9 standards. Specifically: 1. The proposed development is not in conflict with the goals of the Comprehensive Plan of the city. The proposed project is guided RR Rural Residential. This comprehensive plan land use is consistent with the surrounding land uses which are all RR Rural Residential. The proposed development will be consistent with the goals of the comprehensive plan. 2. The proposed development is designed in such a manner as to form a desirable and unified environment within its own boundaries. We are proposing to create custom home sites to allow for flexibility for the buyer and a more attractive neighborhood in Andover. Each lot will be custom graded to allow for construction of the individual homes in a manner that meets the needs of the homeowner LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 4 and allows them to design a site that works with the natural features of the lot. This approach will allow flexibility in the placement of single-family homes on each lot while preserving the natural environment. The low -impact qualities of this development will lead to a desirable and unified environment. 3. The proposed development demonstrates how each modified or waived requirement contributes to achieving the purpose ofa PUD. Our proposal is to remove roadway that crosses the wetlands between Phase 1 and the remainder of the PUD Plan. The requested flexibility contributes to achieving the purpose of a PUD, specifically: • Minimizing the disturbance of extensive wetlands and removal of wooded wetland areas will preserve natural features and allow for a pedestrian trail connection and dedication of open space within the development. Additionally, secondary impact risks to large established wetland complexes will be reduced. The requested flexibility and how it contributes to the PUD design qualities are also discussed in detail in the next section of this narrative. 4. The PUD is of composition, and arrangement that its construction, marketing, and operation are feasible as a complete unit without dependence upon any subsequent unit. The PUD proposal includes our development plan that shows how the overall property and adjacent large lot residential properties could be developed, visualizing how future development could be planned for. Each phase of the development would contribute to the overall development but would be independent of the previous and future phases. PUD Flexibility We are requesting City approval for flexibility from the roadway crossing the wetlands that was included in the previously -approved PUD Plan. In return, our PUD proposal will greatly reduce wetland impacts and will minimize removal of wooded wetlands. Section 13-3-11 of the Zoning Code outlines nine design qualities that the City desires in PUDs. Our plan is consistent with these requirements, specifically: 1. Achieves efficiency in the provision ofstreets and utilities and preserves area to achieve the elements of design qualities described in this chapter. Our proposed plan will achieve development efficiency and allow for low -impact design by preserving trees and reducing wetland impacts. Our linear cluster development allows preservation of natural features and provides creative design elements. LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 5 2. Provides convenient and safe access for vehicles and pedestrians and all types of activity that are anticipated to be a part of the proposed development. The proposed development is not anticipated to generate substantial traffic volumes and proposed roadways will be sufficient for the anticipated traffic that will be generated from residents within the subdivision and potential visitors. Pedestrian trail connections will be provided across the wetlands between Phase 1 and the remainder of the PUD Plan. 3. Provides a buffer between different uses, adjacent properties, roadways, between backyards of back-to-back lots. Adequate buffers between different uses are provided in the development plan. The development is clustered in a linear fashion and the lots will be buffered from existing and future development. The existing vegetation will screen this project form adjacent properties and additional screening can be provided where necessary. 4. Preserves existing stands of trees and/or significant trees. Removing the wetland crossing will reduce impacts on wooded and open wetlands. Additionally, the proposed design includes utilizing ditches as part of the low impact stormwater management practices, which will allow a greater number of trees to be preserved because extensive ponding (which requires tree removal) required to meet stormwater design standards is substantially reduced. S. Provides considerable landscaping treatments that complement the overall design and contribute toward an overall landscaping theme. Each custom -build lot will allow residents to provide landscaping that is consistent with City Code and will be reviewed at the time of building permit. Additionally, as part of the storm water management plan, individual lots may provide bio swale gardens (rain gardens) adjacent to the driveway. This landscaping will be designed to provide consistency along the street. 6. Preserves significant usable space on individual lots or through the provision of open space within the development. A linear cluster development preserves significant open space and natural features within the development and our lot layout provides significant open space on each of the lots. The open spaces can be utilized for the needs of the community. The proposed open spaces will provide connections to the existing Martin Meadows park to utilize the existing trail system within the park, and between Phases 1 and 2 of the PUD Plan. 7. Provides an attractive streetscape through the use of undulating topography, landscaping, decorative street lighting, decorative mailbox groupings, retaining walls, boulders, fencing, area identification signs, etc. LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 6 Given the natural amenities of this site and the proposed improvements, the proposed landscape improvements within the development will provide a high-quality design. Details will be incorporated at the time of preliminary plat submittal. B. The proposed structures within the development demonstrate quality architectural design and the use of high quality building materials for unique design and detailing. Given the natural amenities of this site and the proposed improvements, the proposed homes within the development will provide a high-quality design similar to those constructed in Phase 1. The details will be provided at the time of preliminary plat. 9. The lasting quality of the development will be ensured by design, maintenance and use guidelines established through an owners'association. (Ord. 298, 8-4-2004) A home owner's association will be established for the proposed development for the purpose of managing stormwater improvements and common elements. Summary We respectfully request approval of the PUD amendment for Petersen Farms located adjacent to 165th Avenue NW and County Road 7. We understand the project will be heard with a public hearing at the Planning Commission meeting on November 12th, with action taken at a following City Council meeting. Contact Information This document was prepared by: Mark Nolan Landform 105 South Fifth Avenue, Suite 513 Minneapolis, MN 55401 Any additional questions regarding this application can be directed to Darren Lazan at dlazan@landform.net or 612.638.0250 LDP17002.002 L A N D F O R M Revised October 25, 2018 Future Phase PUD Narrative 7 (Complete) Item Phase 1 Phase 2 Gross Developable Area 89 acres 95 acres Net Developable Area 65 acres 76 acres Number of Lots 24 40 Lot Sizes Minimum: 1.5 acres Maximum: 4.0 acres Average: 2.5 acres 1.0-1.499 acres: 0 lots 1.5-1.99 acres: 5 lots 2.0-2.49 acres: 6 lots 2.5+ acres: 13 lots Lot Widths Future Phases Total 241 acres 425 acres 151 acres 291 acres 72 136 acres 1.5 acres 1.5 acres 5.5 acres 7.4 acres 2.0 acres 2.6 acres 0lots 0lots 30 lots 32 lots 2lots 16 lots 8lots 24 lots Minimum: 100 feet 100 feet Maximum: 192 feet 350 feet Upland Lot Area Minimum: 1.0 acre 1.0 acre Average: 1.6 acres 1.6 acres Density Gross Density (units/acre): 0.27 0.42 Net Density (units/acre): 0.37 0.53 Legend (f) Trail Connection to open space 100 feet 475 feet 1.0 acre 1.8 acres 1.5 acres 7.4 acres 2.4 acres 0 lots 67 lots 24 lots 45 lots 100 feet 475 feet 1.0 acre 1.66 acres - 1 0.30 0.33* 0.48 0.46 * Rule allows 0.40 units/acre Gross Density o (9 0 `------------- 4f L - - - - - - - - - - - - Original Plan - Roadway Lt -7 - — — — — — — — — — — — — — — 011 a 0 L - - - - - - - - - - - - Proposed Plan - Trail — — — — — — — — — — — — — — L o u = a r�- ii , A� NORTH Alternate - Outlot Legend Trail Connection to open space A&15 Y 6O F Ik- _ 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 Administrat r FROM: David Berkowitz, Director of Public s/City Engineer SUBJECT: Discuss 2020 Mill & Overlay Jay Street NW and Martin Street NW - Engineering DATE: November 26, 2019 INTRODUCTION The City Council is requested to discuss the proposed mill and overlay project for Jay Street NW and Martin Street NW from Station Parkway NW to Bunker Lake Boulevard NW and the mill and overlay of Jay Street NW from Bunker Lake Boulevard NW to Hanson Boulevard NW and the assessment method related to these projects. DISCUSSION Staff is requesting direction on how to proceed with the assessment method for the mill and overlay project that is adjacent to the commercial businesses in the project area identified on the attached location maps. Typical assessment methods that are used and identified in the City's Assessment Manuel (Policies and Procedure Guide) are Area, Unit (Lot) or Front Footage. Each option will be discussed at the meeting. ACTION REQUIRED The City Council is requested to direct staff on how to proceed with the assessment method for the preparation of the feasibility report for the Jay Street NW and Martin Street NW mill and overlay project. Respectfully submitted, David D. Berkowitz, P.E. Attach: Location Maps • 1 �•< Capital Plan / Project. ROUTES OVERLAY JAY STREET (HANSON BLVD TO BUNKER LAKE BLVD) WN a •� . 1 • erI MINE 10 �•,� _ _ = :►.� _.I���r• - .tri MEN WN �■I � I� 1 II .11 •11 �y-�•L'��f Capital Improvement Plan (2020) Project Name; MARTIN STREET L E G E N D O=man Path u - 150 300 450 Feet Project Location Lots/Parcels C3 Park Water Right of Way City Limits O=man Path u - 150 300 450 Feet 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 0 SUBJECT: 2020 Budget Development / 2020 Proposed Property Tax Update Discussion DATE: November 26, 2019 INTRODUCTION The Council has had several reviews of the 2020 Proposed Budget that will be supported by the 2020 Tax Levy. The Council did adopt at the September 3rd regular Council meeting a Preliminary 2020 Levy & Budget. The Preliminary 2020 Levy & Budget proposes a total property tax levy of $14,479,586: $9,250,349 (63.89%) operational levy, $3,152,728 (21.77%) debt service levy, and $2,076,509 (14.34%) capital/watershed levy. The 2020 Proposed Property Tax Levy is estimated to increase the current City tax rate by 0.68% and when applied to the City's growing taxable market values will generate additional tax revenue to preserve the City's operations, maintain infrastructure assets and provide for City Campus construction projects. That rate applied to the City's growing tax base will reflect a 10.50% 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, 2019. By the November 26th workshop, property tax statements should have been received by all 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 3.2019 Budget/LeW Hearing for the 2020 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 2020 Valuation Estimates (pg.10) 2. City ofAndover Property Tax Levy — 2014 to proposed 2020 (P s. 11-12) 3. Proposed Resolution to Adopt the 2020 Budget and Tax Levy (pgs. 13 —15) 4. City ofAndover 2020 Budget Summary y Fund Types (p&s. 16 — 25) 5. Proposed 2020 General Fund Revenue & Expense Summary 6?gs. 26 — 29) 6 Graphs that will be used at the December 3, 2019 Budget Hearing (pgs. 30 — 35) The following are the 2020 Budget Development guidelines adopted at the April 2"d City Council meeting along with updates: 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 are reflecting a 9.60% increase in total taxable market value. Refer to attached Pay 2020 Valuation Estimates (page 10). 2) A fiscal goal that works toward establishing the General Fund balance for working capital at no less than 45% of planned 2020 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 2019 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 appropriate and recommended by the City's auditor. The 2019 budget development exceeded this guideline for cash flow, also Emergency Fund Balances (approximately 3% ofplanned General Fund expenditures per finance policy) are in place to stabilize a situation, not be a complete solution. Staff will review with Council a 2019 General Fund Fund Balance Analysis at the meeting, 3) A commitment to limit the 2020 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 2019 debt levy was 16.14% of the gross tax levy, the 25% guideline for 2020 is currently being met at 21.33% while accommodating the additional long-term debt for the 2018A GO CIP Bonds and the 2019A GO Tax Abatement Bonds that were sold by the City. Keep in mind that for the 2017 & 2018 budgets, $500,000 & $525,000 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. 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 met and performed this analysis. Recommendations on equipment needs were part of the 2020-2024 Capital Improvement Plan (CIP) development process. The City Council did adopt the 2020-2024 CIP after a public hearing at the October 15'h City Council meeting: 5) The use of long-term financial models that identify anticipated trends in community growth and financial resources that will help designate appropriate capital resources for future City needs. The financial models will be used in the budget planning process to ensure that key short-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 set of financial data including growth factors, tax capacity valuations, per capita spending, fund balance reserve, and debt ratios. 6) Continued commitment to strategic planning targeted toward meeting immediate and long- term operational, staffing, infrastructure and facility needs. Note: The Council Community Vision and Organizational Goals and Values document is in the process of being updated and will be on the December 3, 2019 City Council Meeting agenda for approval. Administration will assure that direction provided in that updated document is integrated into department work plans and budgets. 7) A management philosophy that actively supports the funding and implementation of Council policies and goals, and a commitment to being responsive to changing community conditions, concerns, and demands, and to do so in a cost-effective manner. Note: Special attention has been given to fiscal values, commercial & residential development/redevelopment, collaboration opportunities, service delivery, livability and image of the community. Staffing: Administration received new full-time staffing requests from the Engineering Department and the Community Center for consideration in the 2020 budget. 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 as part of the current Community Center expansion project. Administration is concurring with the Community Center staffing request, the timing of the hire is dependent on the construction schedule and the funding for the position will be contained in the Community Center Special Revenue Fund Administration has reviewed the Engineering Department request for a GIS specialist position. While the request has merit, Administration is not recommending this full-time staffing request at this time. This staffing concern will continue to be evaluated over the next year and work to fll the staffing demands with cross -training of staff and/or possible realignment of resources and after those efforts are exhausted, Administration will then provide a recommendation on this position request as part of the 2021 Budget development process. 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 did discuss with the Council at the October 22nd workshop some current stafrng challenges. Administration discussed that the Building Department will have some future retirements and reported that there is a potential leave that could include reduced hours. Council was informed that there are big projects in the mix and appropriate staffing and succession planning is essential. The proposal was to hire a provisional full-time, with benefits, Building Inspector with appropriate licensing and when there is a retirement or resignation, the provisional employee would become permanent and staffiuk would be re-evaluated at that time. Council direction was to move forward with Administration's proposal, a building inspector was hired at the November 6, 2019 City Council meeting. 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 in 2019, only a few positions had salaries that were lagging the market. Pay steps for eligible employees are included in the 2020 budget proposal. A cost of living adjustment (COLA) for non -bargaining employees will need formal Council approval: a budget place holder is included in the 2020 budget proposal The current Public Works Union contract expires December 31, 2019. Negotiations on the next Public Works Union contract started on May Is` and at the July 10 City Council meeting a 2 -year contract was approved by the City Council. A 3% wage increase was approved for 2020 and the Public Works personnel budgets have been updated accordingly. 2. Employee Health Insurance: The City currently (2019) offers the employees the choice of two open access high deductible plans, one with a $5,000 family plan deductible and $2,500 single plan deductible, the other with a $7,000 family plan deductible and $3,500 single plan deductible (new offering for 2019). Also, as part of the employee benefit program, the City pays 100% of the lower cost single health insurance premium and 76% of the lower cost family health insurance premium. A midyear review of the employee health plan for the 2020 Budget was held with our broker in August. Much like for the 2019 Budget development, our group has had some high claims and our broker is predicting a significant increase in the rates for 2020. AdministratiomHuman Resources worked with the broker to market our group to other qualified insurance providers and developed some alternative health plan modifications Human Resources held discussions with members of the City's Employee Benefit Committee, discussing the current situation and explored plan modifications. City Administration also discussed options with the employees at the October 30'x' All Staff meeting. Those discussions, along with the Council guidance were taken into consideration as Administration submitted a recommendation for approval on the November 6a' Regular City Council meeting. For`the 2020 Budget, Administration recommended Council approval on November 6, 2019 to stay with the Health Partners Open Access program. The existing two HSA plans with varying deductibles were eliminated and only one HSA plan with higher deductibles ($6,900 single and $13,800 family) and stacked with an HRA (Health Reimbursement Arrangement) will be offered for 2020. The HRA will be funded utilizing premium savings that can be achieved from the proposed renewal to a new higher deductible plan. Employees will have $3,500 single and $7,000 family deductibles; but with the stacked HRA, the City will reimburse the reminder of the deductible, if needed, to the provider up to $3,400 for single and $6,800 for family. The plan offered will 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 of pocket costs. That contribution is evaluated annually as part of the marketing of the health insurance plans. The recommended proposal reflects a 9.4% increase for health insurance and HSA contribution for the City which is well within the 2020 forecasted increase. Funding for the HRA will come from the savings of moving to a higher deductible plan and will be managed through the City's Risk Management Internal Service Fund The proposed 2020 City Budget was adiusted accordingly. Contractual Departments: 1. The City Attorney 2020 proposed contract reflects a 2% increase over the 2019 contract. 2. The Anoka county Sheriff presented the 2020 contract proposal at the June 2511 City Council workshop meetinn: That proposal was then approved by the Council at the The 2020 City of Andover Law Enforcement expenditure budget is $3,245,518 which is offset by a Police State Aid revenue budget of $135,200 and School Liaison revenue budget of $102,331 reflecting a net tax levy impact of $3,007,987. The 2020 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. Council Memberships and Donations/Contributions: The following memberships/contributions are currently included in the proposed 2020 Budget: ■ North Metro Mayors Association $15,150 (GF) ■ Metro Cities $ 9,542 (GF) • Mediation Services $ 3,366 (GF) • YMCA — Water Safety Program $ 9,000 (GF) • Alexandra House $20,928 ($15,328 OF & $5,600 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 $ 1,000 (CG) ■ Hope for Youth $ 1,000 (CG) Some are funded via the General Fund (GF), and those that qualify for charitable gambling funding are done through the Charitable Gambling (CG) Special Revenue Fund Capital Proiects Levy: Capital Projects Levy — The 2019 Capital Projects Levy Budget specifically designates $2,001,788 of the general tax levy to capital projects and equipment needs relating to Capital Project Outlay ($275,000), Road and Bridge ($1,254,788), Pedestrian Trail Maintenance ($102,000), Park Projects ($15,000) and Facility Maintenance Reserve ($355,000). 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, Parks Projects and Facility Maintenance levies increased/decreased according to the City Council budget guidelines. • Road and Bridae 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 largely gone away, down to $0.00 in 2017 and 2018. Future increases in LGA or even the presence of LGA for the City of Andover based on the current State formula are remote. 0 The 2018 City ofAndover Road & Bridge levy was $1,169,014. That was a 4.74% increase over 2017. The 2019 budget contained a 7.34% increase ($85,774) to $1, 254, 788 for the 2019 budget. The 2020 proposed levy for Road & Bridge reflects a 2.6% increase over 2019 to $1.287.469. In addition, staffhas evaluated existing streets and as part ofthe 2020-2024 CIP has identified an aggressive mill/overlay program over the next five years. • Pedestrian Trail Maintenance 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. The 2019 budget included a 2% increase ($2, 000) to $102, 000. The 2020 proposed levy for Pedestrian Trail Maintenance reflects a 2% increase over 2019 to $104.040. • 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 continued at that level for 2019; the Parks Project levy continues to remain at $15, 000. Administration/Finance has evaluated these levy items throughout the CIP process. The proposed Park Improvement levy reflects a $20,000 increase to $120,000 for 2020. • 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 was $275,000, the 2019 budget was also set at $275, 000. The proposed Capital Projects Levy for Equipment/Projects reflects no change and remains at $275.000 for 2020. • Capital 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. This Capital E9uipment/Proiect levy is eliminated for 2020; equipment purchases for 2020 will be through the debt service levy and an equipment bond. • Facility Maintenance This was anew $50, 000 levy proposed for 2018. A facility condition assessment study identified many maintenance repairs for City facilities such as roof repairs, HVAC, electrical panels, fire alarm systems, windows and air quality related items. This levy was increased to $355,000 for the 2019 budget to help address significant deferred maintenance items that have been identified for buildings (Public Works & Community Center) and are being integrated into expansion projects within the City Campus Master Plan. Goingforward, this levy could stay as a straight Capital Improvement Levy or could be converted to a Debt Service Levy based on market conditions at the time of the project. Administration/Finance has evaluated this levy throughout the 2020-2024 CIP process, no adjustment is recommended for the 2020 proposed Facility Maintenance Levy and will remain at $355,000. 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; we will continue to monitor refunding opportunities, as markets can move quickly, and calculate potential savings for each issue that may meet parameters which may generate savings.) The proposed 2020 Debt Service levy is as follows: • 2010A G.O. Open Space Referendum $ 184,199 (The last year is 2021) • 2012C Taxable G.O. Abatement Bonds $ 976,780 (The last year is 203 1) • 2016A G.O. Equipment Certificates $ 143,373 (The last year is 2020) • 2018A Capital Improvement Plan Bonds $ 433,603 (The last year is 2043) • 2019A G.O. Abatement Bonds $1,001,090 (The last year is 2039) • 2020A G.O. Equipment Certificates $ 350,000 (4 -year issuance) Total 3 0��82 045 Staff will review with the Council at the meeting but note that in 2019 there was the reassignment of the $525,000 Capital Projects Levy back to Debt Service Levy for the City Campus Master Plan implementation. For the 2020 Debt Service Levy, Administration did recommend replacing the expiring 2014A G. 0. Equipment Certificates Bond with a 2020 G O. Equipment Certificates Bond, also the 2020 Debt Service Levy will contain a 2019 G 0 Abatement Bond debt service levyfor the Community Center Expansion Project. ACTION REQUESTED The Council is requested to receive a presentation and provide direction to staff. 1, D CITY OF ANDOVER Pay 2020 Valuation Estimates Taxable Market Values $4,000,000,000 $3,500,000,000 ESTIMATE Pay 2017 Pay 2018 Pay 2019 Pay 2020 Taxable Tax Taxable Tax Taxable Tax Taxable Tax $500,000,000 Market Capacity Market Capacity Market Capacity Market Capacity Value Value Value Value Value Value Value Value Andover Valuation Totals $ 2,636,599,713 $ 27,920,178 $ 2,959,411,470 $ 31,287,043 $ 3,127,397,979 $ 32,975,265 $ 3,427,705,812 $ 36,188,656 Captured Tax Increment (91,996) (94,415) (101,030) (106,861) Fiscal Disparity Contribution (1,124,211) (1,184,724) (1,269,524) (1,310,143) Local Tax Rate Value 26,703,971 30,007,904 31,604,711 34,771,652 Fiscal Disparity Distribution 4,516,466 4,807,372 4,966,404 5,355,244 Total Adjusted Values $ 31,220,437 $ 34,815,276 $ 36,571,115 $ 40,126,896 11.51% 5.04% 9.72% Taxable Market Value Tax Capacity Value % Change % Change O Pay 2017 $ 2,636,599,713 Pay 2017 $ 27,920,178 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 $ 32,975,265 5.40% Pay 2020 $ 3,427,705,812 9.60% Pay 2020 $ 36,188,656 9.74% Taxable Market Values $4,000,000,000 $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 2017 Pay 2018 Pay 2019 Pay 2020 Tax Capacity Values $40,000,000 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 Pay 2017 Pay 2018 Pay 2019 Pay 2020 J f City of Andover, Minnesota Property Tax Levy Debt Sery ca Funds Lew Coddled Certified Cadillac! Certified Certified Requested 2010A G.O. Open Space Referendum Bonds 184,238 Change 187,840 188.m 2015 2016 2017 2018 2019 2020 %of Total - $ % General Fund Lew 498,435 - - - - 2012CTaxable GO. Abatement Bonds 975,652 977,332 974,418 972,055 General Operations $ 7,630,892 $ 7,947,528 $ 8,254,354 $ 8,543,256 $ 8,845,970 $ 9,194,032 63.50% $ 348,062 3.93% Parks RepaldReplacement Items 152,529 90,000 90,000 100,000 100,000 120,000 0.83% $ 20,000 20.00% Total General Fund 7,630,892 8,037,528 8,344,354 8,643,256 8,945,970 9,314,032 64.33% $ 368,062 4.11% Debt Sery ca Funds Lew 2,136,065 2,100,413 1,610,047 1,599,087 2,115,729 3,089,045 2010A G.O. Open Space Referendum Bonds 184,238 186,291 187,840 188.m 183,989 164,199 2012A G.O. Equipment Canicula 140,000 142,885 - - - - 2012BGO. Cap Improv Refunding Bonds 540,120 498,435 - - - - 2012CTaxable GO. Abatement Bonds 975,652 977,332 974,418 972,055 969,378 976,780 2014A G.O. Equipment Cer0ficate 296,055 295,470 295,260 294,945 294,525 - 2016A G.O. Equipment CeNficate - - 152,529 143,310 142,837 143,373 2018A G.O. Cap Improv Plan Bonds - - - - 525,000 433,603 2019A G.O. Abatement Bonds - - - - - 1,001,090 2020 G.O. Equipment Certificate - 0.00% parks projects 61,500 15,000 350,000 Total Debt Service 2,136,065 2,100,413 1,610,047 1,599,087 2,115,729 3,089,045 21.33% $ 973,316 46.00% Otb it L.A.- $ 11,378,039 $ 12,582,694 Less Levy Based on Market Value $ (104.238) $ (186,291) 187,840 $ (188,777) § 183,909) Total Other 1,376,968 Capital Projects Levy 1,984,154 2,174,014 2,041,788 2,076,509 14.34% § 34,721 1.70% Gross City Levy 11,143,925 Capital EquipmenVProjecl 250,000 250,000 250,000 275,000 275,000 275,000 1.90% $ - 0.00% Capital Equipment Purchases - - 500,000 525,000 - - 0.00% $ - #DIV/01 Facility Maintenance Reserve - - - 50,000 355,000 355,000 2.45% $ - 0.00% parks projects 61,500 15,000 15,000 15,000 15,000 15,000 0.10% $ - 0.00% Road &Bridge 967,197 1,089,146 1,116,079 1,169,014 1,254,788 1,287,469 8.89% $ 32,681 2.60% PedesWan Trail Maintenance 58,271 61,838 63,075 100,000 102,000 104,040 0.72% $ 2,040 2.00% Lower Rum River Watershed 40,000 40.000 40,000 40,000 40,000 40,000 0.28% $ $ 10,OD7,178 0.00% _L10,613,394 $ 11,378,039 $ 12,582,694 Less Levy Based on Market Value $ (104.238) $ (186,291) 187,840 $ (188,777) § 183,909) Total Other 1,376,968 1,455,984 1,984,154 2,174,014 2,041,788 2,076,509 14.34% § 34,721 1.70% Gross City Levy 11,143,925 11,593,925 11,938,555 12,416,357 13,103,487 14,479,586 100% If 1,376,099 10.50% Less Fiscal Disparities Distribution 1,846,295 1,586,747 1,736,547 1,802,963 1,725,440 1,896,892 Local Tax Rate Levy $ 9,297,630 $ 10,OD7,178 S 10,202,000 _L10,613,394 $ 11,378,039 $ 12,582,694 Less Levy Based on Market Value $ (104.238) $ (186,291) 187,840 $ (188,777) § 183,909) S 184,199 Net Local Tex Rate Levy $ 9,113,392 $ 9,820,887 $ 10,014,168 $ 10,424,617 $ 11,194,050 $ 12,398,495 Adjusted Tax Capacity Value" (1) 2,496,024 25,643,662 26,703,971 30,007,904 31,604,711 34,T7,652 4.28% 4.541% 12.37% 5.32% 10.02% Chance %Chance Tax Capacity Rate"' 37.204% - 38.447% 37.501% 34.740% 35.419% 35.660°h 0.241% 0.680% Tax Capacity Rate WIO LRRWSD 37.070% 38.314% 37.374% 34.627% 35.310% Tax Capacity Rate With LRRWSD 37.461% 38.702% 37.7W% 34.952% 35.621% Voter Approved Ref -MV 0.00719% 0.00699% 0.00681% 0.00681% 0.00572% "Adjusted Value determined by edlvsfing WFiscal Dispantiox and Tax Increment estimates -Bloomed rsfe due to the City olAndaverlevying far Lower Rum Rhv., Watershed DisWcl (1) Adjusted Tax Capacity Value is subject to change. City of Andover Gross Tax Levy $15,000,000 $14,000,000 $13,000,000 $13,103,487 $12,000,000 $11,938,555 $11,000,000 x,593,925 $10,000,000 $11,143,925 $10,843,925 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 2012 2013 2014 2015 2016 2017 2018 2019 2020 CITY OF ANDOVER COUNTY OF ANOKA STATE OF MINNESOTA RES. NO. A RESOLUTION ADOPTING THE CITY OF ANDOVER 2020 BUDGET AND 2020 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, 2019; 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, 2019. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Andover hereby adopts the 2020 City of Andover Budget and the 2020 property tax levy totaling $14,479,586 as listed on Attachment A. BE IT FURTHER RESOLVED that the City Council of the City of Andover hereby establishes the 2020 City of Andover Budget by fund type as follows: C.0 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 $ 11,794,736 1,688,000 3,609,491 6,993,212 5,589,331 1,222,151 $ 30,896,921 EXPENDITURES General Fund $ 12,155,896 Special Revenue Funds 2,012,733 Debt Service Funds 2,936,776 Capital Projects Funds 17,055,998 Enterprise Funds 5,680,308 Internal Service Funds 1.410,519 day of December 2019. Total $ 41,252,230 CITY OF ANDOVER Julie Trude - Mayor CITY OF ANDOVER, MINNESOTA 2020 Property Tax Levy 2020 General Fund Levy General Operations $ 9,194,032 Park Repair/Replacement Items 120,000 Total General Fund 9,314,032 Debt Service Funds Levy 2010A G.O. Open Space Referendum Bonds 184,199 2012C Taxable G.O. Abatement Bonds 976,780 2016A G.O. Equipment Certificate 143,373 2018A G.O. Capital Improvement Plan Bonds 433,603 2019A Taxable G.O. Abatement Bonds 1,001,090 4p 2020A G.O. Equipment Certificate 350,000 Total Debt Service 3,089,045 Other Levies Capital Projects Levy Capital Equipment/Project 275,000 Facility Maintenance Reserve 355,000 Parks Projects 15,000 Road & Bridge 1,287,469 Pedestrian Trail Maintenance 104,040 Lower Rum River Watershed 40,000 Total Other 2,076,509 Gross City Levy $ 14,479,586 Attachment A STATE OF MINNESOTA) COUNTY OF ANOKA ) Cy y 11Xi] �I:7� IZ�S�i �l :7 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 2020 Budget and 2020 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 2019. Michelle Harmer — Deputy City Clerk General Fund Revenues: $11,794,736 Expenditures: $12,155,896 -General Government Public Safety 01 Public Works Fund Definitions CITY OF ANDOVER 2020 Budget Summary By Fund Type City of Andover - Budgeted Funds Total Revenues: $30,896,921 Total Expenditures: $41,252,230 I Governmental Funds I Special Revenue Funds Revenues: $1,688,000 Expenditures: $2,012,733 -EDA -Drainage & Mapping -LRRWMO -Forestry -ROW Mgmt / Utility -Construction Seal Coating -Community Center -CDBG -Charitable Gambling Debt Service Funds Revenues: $3,609,491 Expenditures: $2,936,776 Improvement Bonds State Aid Bonds Equip Certificates Referendum Bonds Abatement Bonds Capital Projects Funds Revenues: $6,993,212 Expenditures: $17,055,998 Storm Sewer Sewer Trunk Road & Bridge Trail & Transportation Cap Equip Reserve Tax Increment Park Dedication PIR Projects Notes / Bond Projects I Proprietary Funds I Enterprise Funds Revenues: $5,589,331 Expenditures: $5,680,308 Sewer Fund Water Fund Storm Sewer Fund Internal Service Funds Revenues: $1,222,151 Expenditures: $1,410,519 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 BalancelNet Assets, December 31 Change in Fund Balance CITY OF ANDOVER 2020 Budget Summary Revenues and Expenditures Fund Summary Actual 2018 $ 43,041,576 11,451,964 1,684,738 1,898,941 15,730,745 6,157,285 1,205,682 38,129,355 81,170,931 11,105,244 1,539,615 1,804,650 5,835,646 4,774,985 1,181,172 26,241,312 $ 54,929,619 $ 11,888,043 27.62% Adopted 2019 $ 54,929,619 11,378,046 1,612,050 2,415,729 32,111,511 5,448,054 1,173,633 54,139,023 109,068,642 11,695,493 1,726,479 1,803,801 34,838,610 5,670,363 1,281,103 57,015,849 $ 52,052,793 $ (2,876,826) -5.24% Estimate 2019 $ 54,929,619 11,691,216 1,627,595 2,415,729 24,313,305 5,448,054 1,173,633 46,669,532 101,599,151 11,767,993 1,658,159 2,017,484 27,789,559 5,986,057 1,281,103 50,500,355 $ 51,098,796 $ (3,830,823) -6.97% Budget 2020 $ 51,098,796 11,794,736 1,688,000 3,609,491 6,993,212 5,589,331 1,222,151 30,896,921 81,995,717 12,155,896 2,012,733 2,936,776 17,055,998 5,680,308 1,410,519 41,252,230 $ 40,743,487 $ (10,355,309) -20.27% Fund Balance/Net Assets, January 1 Revenues General Property Taxes Tax Increments Special Assessments Licenses and Permits Intergovernmental Charges for Services Fines Investment Income User Charges Meters Miscellaneous Total Revenues: Other Financing Sources Operating Transfers In OD Bond Proceeds Total Other Financing Sources: Total Revenues and Other Sources: Total Available: Expenditures Personal Services Supplies and Materials Purchased Services Other Services and Charges Capital Outlay Debt Service Total Operating Expenditures: Other Uses Operating Transfers Out Total Other Uses: Total Expenditures and Other Uses: Fund Balance/Net Assets, December 31 Change in Fund Balance CITY OF ANDOVER 2020 Budget Summary Revenues and Expenditures by Fund Type Special Debt Capital Internal General Revenue Service Projects Enterprise Service Total $ 8,059,559 $ 958,790 $ 1,443,584 $ 30,496,668 $ 9,141,250 $ 998,945 $ 51,098,796 9,392,032 40,000 3,089,045 2,005,658 - - 14,526,735 - - - 85,000 - - 85,000 - - - 636,900 - - 636,900 410,900 - - - - - 410,900 780,806 37,500 - 1,391,509 - - 2,209,815 736,210 797,300 - - 5,390,591 1,218,151 8,142,252 75,250 - - - - - 75,250 75,000 5,200 - 140,000 61,000 4,000 285,200 - - - 262,051 - - 262,051 - - - - 13,000 - 13,000 133,850 808,000 - 343,550 65,000 - 1,350,400 11,604,048 1,688,000 3,089,045 4,864,668 5,529,591 1,222,151 27,997,503 190,688 - 520,446 818,544 59,740 - 1,589,418 - 1,310,000 1,310,000 190,688 520,446 2,128,544 59,740 2,899,418 11,794,736 1,688,000 3,609,491 6,993,212 5,589,331 1,222,151 30,896,921 19,854,295 2,646,790 5,053,075 37,489,880 14,730,581 2,221,096 81,995,717 5,417,774 660,633 - - 1,160,684 535,097 7,774,188 740,517 104,820 - - 324,300 409,100 1,578,737 4,378,227 269,055 - - - - 4,647,282 1,499,378 542,525 - 4,455,112 2,449,336 466,322 9,412,673 120,000 130,000 - 12,366,000 - - 12,616,000 - - 2,847,432 - 786,500 - 3,633,932 12,155,896 1,707,033 2,847,432 16,821,112 4,720,820 1,410,519 39,662,812 - 305,700 89,344 234,886 959,488 - 1,589,418 305,700 89,344 234,886 959,488 1,589,418 12,155,896 2,012,733 2,936,776 17,055,998 5,680,308 1,410,519 41,252,230 $ 7,698,399 $ 634,057 $ 2,116,299 $ 20,433,882 $ 9,050,273 $ 810,577 $ 40,743,487 $ (361,160) $ (324,733) $ 672,715 $ (10,062,786) $ (90,977) $ (188,368) $ (10,355,309) -4.48% 33.87% 46.60% -33.00% -1.00% -18.86% -20.27% CITY OF ANDOVER 2020 Budget Summary Revenues and Expenditures - All Funds Actual Budget Estimate Budget 2018 2019 2019 2020 Fund Balance/Net Assets, January 1 $ 43,041,576 $ 54,929,619 $ 54,929,619 $ 51,098,796 Revenues General Property Taxes 12,433,651 13,181,487 13,181,487 14,526,735 Tax increments 86,794 85,000 85,000 85,000 Special Assessments 554,471 611,400 384,150 636,900 Licenses and Permits 562,525 384,900 553,875 410,900 Intergovernmental 1,641,806 2,041,730 2,113,439 2,209,815 Charges for Services 8,674,561 7,867,777 8,066,762 8,142,252 Fines 73,719 75,250 75,250 75,250 Investment Income 677,771 300,050 487,300 285,200 User Charges 544,264 193,226 981,248 262,051 Meters 14,412 13,000 13,000 13,000 Miscellaneous 1,251,239 1,243,650 1,665,520 1,350,400 Total Revenues: 26,515,213 25,997,670 27,607,031 27,997,503 Other Financing Sources Operating Transfers In 1,294,845 1,341,353 1,814,886 1,589,418 Bond Proceeds 10,000,000 26,800,000 15,770,000 1,310,000 Proceeds from Sale of Property 65,037 18,920 Total Other Financing Sources: 11,614,142 28,141,353 19,062,501 2,899,418 Total Revenues and Other Sources: 38,129,355 64,139,023 46,669,532 30,896,921 Total Available: 81,170,931 109,068,642 101,599,151 81,995,717 Expenditures Personal Services 6,975,841 7,334,825 7,337,825 7,774,188 Supplies and Materials 1,292,387 1,579,212 1,563,792 1,578,737 Purchased Services 4,170,934 4,507,979 4,587,179 4,647,282 Other Services and Charges 7,380,875 9,540,699 9,245,335 9,412,673 Capital Outlay 2,351,863 30,126,000 23,151,874 12,616,000 Debt Service 2,774,567 2,585,781 2,799,464 3,633,932 Total Operating Expenditures: 24,946,467 55,674,496 48,685,469 39,662,812 Other Uses Operating Transfers Out 1,294,845 1,341,353 1,814,886 1,589,418 . Total Other Uses: 1,294,845 1,341,353 1,814,886 1,589,418 Total Expenditures and Other Uses: 26,241,312 57,015,849 50,500,355 41,252,230 Fund Balance/Net Assets, December 31 $ $4,929,619 $ 52,052,793 $ 51,098,796 $ 40,743,487 Change in Fund Balance $ 11,888,043 $ (2,876,826) $ (3,830,823) $ (10,355,309) 27.62% 5.24% -6.97% -20.27% N O City of Andover 2020 Budget - General Fund Statement of Revenues, Expenditures and Changes in Fund Balance ' a.e Actual rr k a a A,d"o`°'teFd p b ` v Eshrnete,` 3 Ado ted " sm*�,Kv ✓iii 9 4r 4w rfi$n�C*°3 yJ APR 201f99 h ,� 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 Change in Fund Balance $ 7,789,616 $ 8,136,336 $ 8,136,336 8,634,130 562,525 829,861 888,947 73,719 107,561 176,663 11,273,406 9,023,970 384,900 787,918 708,700 75,250 75,000 134,300 11,190,038 9,023,970 553,875 794,918 829,490 75,250 75,000 150,705 11,503,208 $ 8,059,559 9,392,032 410,900 780,806 736,210 75,250 75,000 133,850 11,604,048 178,558 188,008 188,008 190,688 11,451,964 11,378,046 11,691,216 19,241,580 19,514,382 4,923,582 613,496 3,934,398 1,274,730 129,038 10,875,244 230,000 5,145,873 727,082 4,272,029 1,430,509 120,000 11,695,493 19,827,552 5,145,873 733,582 4,338,029 1,430,509 120,000 11,767,993 11,794,736 19,854,295 5,417,774 740,517 4,378,227 1,499,378 120,000 12,155,896 11,105, 244 11, 695,493 11, 767, 993 12,155, 896 $ 8,136,336 $ 346,720 4% $ 7,818,889 $ (317,447) -4% $ 8,059,559 $ (76,777) -1% $ 7,698,399 $ (361,160) -4% N J City of Andover Special Revenue Funds 2020 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 31 844,231 39,871 767,307 18,169 859,391 1,684,738 1,684,738 2,528,969 533,849 81,368 236,536 371,120 11,442 1,234,315 305,300 1,539,615 $ 989,354 Change in Fund Balance $ 145,123 17% $ 989,354 $ 989,354 $ 958,790 40,000 37,500 738,500 5,050 791,000 1,612,050 1,612,050 2,601,404 578,155 96,320 235,950 452,254 58,000 1,420,679 305,800 1,726,479 $ 874,925 $ (114,429) -12% 40,000 746,695 5,900 835,000 1,627,595 1,627,595 2,616,949 581,155 74,400 249,150 403,654 44,000 1,352,359 305,800 1,658,159 $ 958,790 $ (30,564) -3% 40,000 37,500 797,300 5,200 808,000 RIAMIT11 1,688,000 2,646,790 660,633 104,820 269,055 542,525 130,000 1,707,033 305,700 2,012,733 $ 634,057 $ (324,733) -34% '&6 4A Sdoptetl s c �`; , r , ,Estimate ,A"dopied; , D'escn 2019,..E.2020. ,m. 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 31 844,231 39,871 767,307 18,169 859,391 1,684,738 1,684,738 2,528,969 533,849 81,368 236,536 371,120 11,442 1,234,315 305,300 1,539,615 $ 989,354 Change in Fund Balance $ 145,123 17% $ 989,354 $ 989,354 $ 958,790 40,000 37,500 738,500 5,050 791,000 1,612,050 1,612,050 2,601,404 578,155 96,320 235,950 452,254 58,000 1,420,679 305,800 1,726,479 $ 874,925 $ (114,429) -12% 40,000 746,695 5,900 835,000 1,627,595 1,627,595 2,616,949 581,155 74,400 249,150 403,654 44,000 1,352,359 305,800 1,658,159 $ 958,790 $ (30,564) -3% 40,000 37,500 797,300 5,200 808,000 RIAMIT11 1,688,000 2,646,790 660,633 104,820 269,055 542,525 130,000 1,707,033 305,700 2,012,733 $ 634,057 $ (324,733) -34% City of Andover Debt Service Funds 2020 Budget - All Debt Service Funds Statement of Revenues, Expenditures and Changes in Fund Balance �, Yr Actuals ^, e U r,i� 0K ,+� 4doptecJ+ s aEsturiate 6@a� °3Adopted>~ r, p, twn,.t Fund Balance, January 1 Revenues General Property Taxes Investment Income Total Revenues: Other Sources Operating Transfers In Total Revenues and Other Sources: N Total Available: Na Expenditures Debt Service Principal Interest Other Total Expenditures: Other Uses Operating Transfers Out Total Expenditures and Other Uses: Fund Balance, December 31 $ 951,048 $ 1,045,339 $ 1,045,339 $ 1,443,584 1,596,368 2,573 1,598,941 300,000 1,898,941 2,849,989 1,416,000 385,555 3,095 1,804,650 2,115,729 2,115,729 300,000 2,415,729 3,461,068 1,444,000 355,901 3,900 1,803,801 2,115,729 2,115,729 300,000 2,415,729 3,461,068 1,444,000 568,864 4,620 2,017,484 3,089,045 3,089,045 520,446 3,609,491 5,053,075 1,561,000 1,279,832 6,600 2,847,432 - - - 89,344 1,804,650 1,803,801 2,017,484 2,936,776 $ 1,045,339 $ 1,657,267 Change in Fund Balance $ 94,291 $ 611,928 10% 59% $ 1,443,584 $ 398,245 38% $ 2,116,299 $ 672,715 47% City of Andover Capital Projects Funds 2020 Budget Summary - All Capital Projects Funds Statement of Revenues, Expenditures and Changes in Fund Balance Fund Balance, January 1 Revenues General Property Taxes Tax Increments Special Assessments Intergovernmental Charges for Services Investment Income User Charges Miscellaneous Total Revenues: Other Sources N Transfers In ca Bond Proceeds Band Premium Proceeds from Sale of Capital Assets Total Other Sources: Total Revenues and Other Sources: Total Available: Expenditures Other Services and Charges Capital Outlay Debt Service - Principal Retirement Total Expenditures: Other Uses Operating Transfers Out Total Expenditures and Other Uses: Fund Balance, December 31 $ 24,077,823 $ 33,972,922 $ 33,972,922 $ 30,496,668 2,163,282 86,794 554,471 811,945 415,369 544,264 133,886 4,710,011 701,437 10,000,000 254,260 65,037 11,020,734 15,730,745 2,001,788 85,000 611,400 1,216,312 155,000 193,226 253,550 4,516,276 795,235 26,800,000 27,595,235 2,001,788 85,000 384,150 1,318,521 70,000 341,400 981,248 614,815 5,796,922 1,268, 768 15,770,000 1,458,695 18,920 18,516,383 32,111,511 24,313,305 39,808,568 66,084,433 58,286,227 3,355,122 2,137, 391 196,717 5,689,230 146,416 5,835,646 $ 33,972,922 4,902,500 4,655,736 29,878,000 22,917,874 2,005,658 85,000 636,900 1,391,509 140,000 262,051 343,550 4,864,668 818,544 1,310,000 2,128,544 6,993,212 37,489,880 4,455,112 12,366,000 34,780,500 27,573,610 16,821,112 58,110 34,838,610 $ 31,245,823 Change in Fund Balance $ 9,895,099 $ (2,727,099) 41% -8% 215,949 27,789,559 $ 30,496,668 $ (3,476,254) -10% 234,886 17,055,998 $ 20,433,882 $ (10,062,786) -33% F lJescn tron. � r � 20,1,8 ";, Fb„ 20,1.9rc� �r., a�2020�?w ��«r4zz 42.°,r _ . ?-. a„ ,' �„ u;•. .�„2019�v. _ ? H' �+.:? Fund Balance, January 1 Revenues General Property Taxes Tax Increments Special Assessments Intergovernmental Charges for Services Investment Income User Charges Miscellaneous Total Revenues: Other Sources N Transfers In ca Bond Proceeds Band Premium Proceeds from Sale of Capital Assets Total Other Sources: Total Revenues and Other Sources: Total Available: Expenditures Other Services and Charges Capital Outlay Debt Service - Principal Retirement Total Expenditures: Other Uses Operating Transfers Out Total Expenditures and Other Uses: Fund Balance, December 31 $ 24,077,823 $ 33,972,922 $ 33,972,922 $ 30,496,668 2,163,282 86,794 554,471 811,945 415,369 544,264 133,886 4,710,011 701,437 10,000,000 254,260 65,037 11,020,734 15,730,745 2,001,788 85,000 611,400 1,216,312 155,000 193,226 253,550 4,516,276 795,235 26,800,000 27,595,235 2,001,788 85,000 384,150 1,318,521 70,000 341,400 981,248 614,815 5,796,922 1,268, 768 15,770,000 1,458,695 18,920 18,516,383 32,111,511 24,313,305 39,808,568 66,084,433 58,286,227 3,355,122 2,137, 391 196,717 5,689,230 146,416 5,835,646 $ 33,972,922 4,902,500 4,655,736 29,878,000 22,917,874 2,005,658 85,000 636,900 1,391,509 140,000 262,051 343,550 4,864,668 818,544 1,310,000 2,128,544 6,993,212 37,489,880 4,455,112 12,366,000 34,780,500 27,573,610 16,821,112 58,110 34,838,610 $ 31,245,823 Change in Fund Balance $ 9,895,099 $ (2,727,099) 41% -8% 215,949 27,789,559 $ 30,496,668 $ (3,476,254) -10% 234,886 17,055,998 $ 20,433,882 $ (10,062,786) -33% City of Andover Enterprise Funds 2020 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 Miscellaneous Total Revenues: Other Sources Transfers In 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 Change in Unrestricted Net Assets $ 8,296,953 $ 9,679,253 $ 9,679,253 5,850,609 117,638 14,412 59,776 6,042,435 114,850 6,157,285 14,454,238 1,058,279 249,699 2,017,757 73,992 773,200 4,172,927 602,058 4,774,985 $ 9,679,253 $ 1,382,300 17% 5,250,944 61,000 13,000 65,000 5,389,944 58,110 5,448,054 15,127,307 1,118,876 339,300 2,382,764 70,000 781,980 4,692,920 977,443 5,670,363 $ 9,456,944 $ (222,309) -2% 5,250,944 61,000 13,000 65,000 5,389,944 110 5,448,054 15,127,307 1,118,876 339,300 2,382,764 70,000 781,980 4,692,920 1,293,137 5,986,057 $ 9,141,250 $ (538,003) -6% $ 9,141,250 5,390,591 61,000 13,000 65,000 5,529,591 59,740 5,589,331 14,730,581 1,160,684 324,300 2,449,336 786,500 4,720,820 959,488 5,680,308 $ 9,050,273 $ (90,977) -1% N C)I City of Andover Internal Service Funds 2020 Budget Summary - All Internal Service Funds Statement of Revenues, Expenditures and Changes in Unrestricted Net Assets Unrestricted Net Assets, January 1 Revenues Charges for Services Interest Income Miscellaneous Total Revenues: Other Sources Transfers In Total Revenues and Other Sources: Total Available: Expenditures and Other Uses Personal Services Supplies and Materials Other Services and Charges Total Expenditures: Other Uses Transfers Out Total Expenditures and Other Uses: Unrestricted Net Assets, December 31 $ 1,081,905 $ 1,106,415 $ 1,106,415 1,167,698 16,461 21,523 1,205,682 1,205,682 2,287,587 460,131 347,824 362,146, 1,170,101 11,071 1,181,172 $ 1,106,415 1,169,633 4,000 1,173,633 1,173,633 2,280,048 491,921 416,510 372,672 1,281,103. 1,281,103 $ 998,945 Change in Unrestricted Net Assets $ 24,510 $ (107,470) 2% -10% 1,169,633 4,000 1,173,633 1,173,633 2,280,048 491,921 416,510 372,672 1,281,103 1,281,103 $ 998,945 $ (107,470) -10% $ 998,945 1,218,151 4,000 1,222,151 1,222,151 2,221,096 535,097 409,100 . 466,322 1,410,519 1,410,519 $ 810,577 $ (188,368) -19% Actual gcJd ted . ex Estimatea'r i j x Adopted l� 1 4P ��20p9 f Vf i f� ( t F 1 ( n �9f '� ! h2�;j9 nv. 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 $ 1,081,905 $ 1,106,415 $ 1,106,415 1,167,698 16,461 21,523 1,205,682 1,205,682 2,287,587 460,131 347,824 362,146, 1,170,101 11,071 1,181,172 $ 1,106,415 1,169,633 4,000 1,173,633 1,173,633 2,280,048 491,921 416,510 372,672 1,281,103. 1,281,103 $ 998,945 Change in Unrestricted Net Assets $ 24,510 $ (107,470) 2% -10% 1,169,633 4,000 1,173,633 1,173,633 2,280,048 491,921 416,510 372,672 1,281,103 1,281,103 $ 998,945 $ (107,470) -10% $ 998,945 1,218,151 4,000 1,222,151 1,222,151 2,221,096 535,097 409,100 . 466,322 1,410,519 1,410,519 $ 810,577 $ (188,368) -19% CIN OF ANDOVER General Fund Revenue & Expense Summary EXPENDITURES Actual Actual Actual Actual Actual Budget* Estimate Requested* Budget Change (*) General Government 2014 2015 2016 2017 2018 2019 2019 2020 $ % REVENUES Property Taxes $ 7,476,295 $ 7,634,715 $ 8,217,768 $ 8,332,634 $ 8,634,130 $ 9,023,970 $ 9,023,970 $ 9,392,032 368,062 4.08% License and Permits 364,430 452,616 625,906 546,378 562,525 384,900 553,875 410,900 26,000 6.76% Intergovernmental Revenues 697,491 749,570 733,953 793,932 829,861 787,918 794,918 780,806 (7,112) -0.90% Charges for Current Services 998,150 804,684 912,220 843,022 888,944 708,700 829,490 736,210 27,510 3.88% Fines and Forfeits 94,375 99,304 88,600 75,287 73,719 75,250 75,250 75,250 0 0.00% Interest Income 144,876 63,709 68,380 64,751 107,560 75,000 75,000 75,000 0 0.00% Miscellaneous Revenue 150,759 154,239 194,812 178,616 176,662 134,300 150,705 133,850 (450) -0.34% Transfers 196,930 196,930 196,930 196,930 178,558 188,008 188,008 190,688 2,680 1.43% TOTAL REVENUES 10,123,306 10,155,767 11038,569 11,031,550 11,451,959 11,378,046 11,691,216 11,794736 416,690 3.56% EXPENDITURES General Government 2,481,927 2,511,970 2,592,649 2,642,223 2,748,464 3,131,900 3,166,900 3,267,676 135,776 4.34% N M Public Safety 4,498,920 4,503,332 4,667,326 4,778,336 4,956,352 5,169,388 5,169,388 5,289,484 120,096 2.32% Public Works 2,819,372 2,817,981 2,966,674 2,854,540 3,158,490 3,298,777 3,336,277 3,502,808 204,031 6.19% Other 81,185 256,720 283,077 764,875 241,940 95.428 95,428 95,928 500 0.52% TOTAL EXPENDITURES 9,881,404 10,090 003 10 509,726 11 039,974 11,105,246 11,695,493 11,767,993 12,155,896 460,403 3.94% UNDER(OVER)BUDGET $ 241,902 $ 65,764 $ 528,843 $ 8424 $ 346,713 $ 317447 $ 76777 $ 361,160 $ 43,713 N J 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 Actual Budget Estimate Budget 2016 2017 2018 2018 2019 2020 $ 8,217,768 $ 8,332,634 $ 8,634,130 $ 9,023,970 $ 9,023,970 $ 9,392,032 625,906 546,378 562,525 384,900 553,875 410,900 733,953 793,932 829,861 787,918 794,918 780,806 912,220 843,022 888,944 708,700 829,490 736,210 88,600 75,287 73,719 75,250 75,250 75,250 68,380 64,751 107,560 75,000 75,000 75,000 194,812 178,616 176,662 134,300 150,705 133,850 196,930 196,930 178,558 188,008 188,008 190,688 $ 11,038,569 $ 11,031,550 $ 11,451,959 $ 11,378,046 $ 11,591,216 $ 11,794,736 City of Andover 2020 Revenue Comparison - General Fund Property Taxes Licenses & Permits Intergovl Rev Charges for Svcs Fines & Forfeits Interest Income Mises Rev Transfers $0.00 $200 $4.00 $6.00 $8.00 $10.00 Millions 13 Budget 2020 0 Estimate 2019 a Actual 2018 ■ Actual 2017 ■ Actual 2016 City of Andover 2020 Revenue by Source - General Fund Misc. Rev Interest Income Transfers 1% 1% Fines & Forfeits 1% Charges for Svcs 6% Intergov'I Rev 7% Licenses & Permits 3% Property Taxes 80% OEM EXPENDITURES General Government Public Safety Public Works Other TOTAL EXPENDITURES CITY OF ANDOVER Expenditure Comparison - General Fund Actual Actual Actual Budget Estimate Budget 2016 2017 2018 2018 2019 2020 $ 2,592,649 25% $ 2,642,223 24% $ 2,748,464 25% $ 3,131,900 27% $ 3,166,900 27% $ 3,267,676 27% 4,667,326 44% 4,778,336 43% 4,956,352 45% 5,169,388 44% 5,169,388 44% 5,289,484 44% 2,966,674 28% 2,854,540 260A 3,158,490 28% 3,298,777 28% 3,336,277 28% 3,502,808 29% 283,077 3% 764,875 7% 241,940 2% 95,428 1% 95,428 1% 95,928 1% $ 10,509,726 $ 11,039,974 $ 11,105,246 $ 11,695,493 $ 11,767,993 $ 12,155,896 City of Andover 2020 Expenditure Comparison - General Fund General GoVt Public Safety Public Works Other $0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 Millions 0 Budget 2020 0 Estimate 2019 a Actual 2018 • Actual 2017 a Actual 2018 City of Andover 2020 Expenditures by Function - General Fund Other 1% General GoVt 27% Public Works 29% Public Safety 43% CITY OF ANDOVER General Fund - Expenditure Budget Summary Totals - By Department Budget Year 2020 PUBLICSAFETY Actual Actual Actual Actual Actual Budget* Estimate Requested* Change (e) N3 Police Protection 2014 2015 2016 2017 2018 2019 2019 2020 $ % GENERAL GOVERNMENT 1,264,018 1,165,223 1,285,417 1,353,209 1,445,167 1,471,101 1,471,101 1,517,670 46,569 3.17% Mayor and Council $ 84,650 $ 85,060 $ 86,989 $ 84,136 $ 87,813 $ 107,751 $ 107,751 $ 108,315 564 0.52% Administration 169,218 172,296 187,876 187,514 198,945 215,952 215,952 227,334 11,382 5.27% Newsletter 20,974 21,042 22,731 25,287 17,770 26,800 26,800 25,000 (1,800) -6.72% Human Resources 18,038 15,908 13,404 15,520 13,666 28,771 28,771 34,100 5,329 18.52% Attorney 177,427 180,313 184,990 188,644 188,031 197,041 197,041 200,941 3,900 1.98% City Clerk 128,861 134,775 148,338 147,450 149,769 163,651 163,651 170,000 6,349 3.88% Elections 41,508 14,497 64,433 17,852 50,629 65,640 65,640 69,994 4,354 6.63% Finance 230,639 240,319 252,563 258,883 272,851 290,752 290,752 308,356 17,604 6.05% Assessing 145,051 146,315 146,473 147,915 149,040 154,000 154,000 159,000 5,000 3.25% Information Services 146,984 131,744 151,387 149,512 171,637 187,743 187,743 194,725 6,982 3.72% Planning & Zoning 387,308 406,045 414,141 398,780 422,983 456,887 456,887 490,296 33,409 7.31% Engineering 460,872 464,843 511,074 511,183 527,688 575,968 575,968 605,481 29,513 5.12% Facility Management 470,397 498,813 408,250 509,547 497,642 660,944 695,944 674,134 13,190 2.00% Total General Gov 2,481,927 2,511,970 2,592,649 2,642,223 2,748,464. 3,131,900 3,166,900 3,267,676 135,776 4.34% PUBLICSAFETY N3 Police Protection 2,818,132 2,918,308 2,936,467 2,962,551 3,053,526 3,183,610 3,183,610 3,245,518 61,908 1.94% Ofl Fire Protection 1,264,018 1,165,223 1,285,417 1,353,209 1,445,167 1,471,101 1,471,101 1,517,670 46,569 3.17% Protective Inspection 390,908 391,951 424,247 443,712 436,790 479,543 479,543 490,410 10,867 2.27% Emergency Management 21,836 24,352 17,495 16,320 18,060 29,184 29,184 29,936 752 2.58% Animal Control 4,026 3,498 3,700 2,544 2,809 5,950 5,950 5,950 0 0.00% Total Public Safety 4,498,920 4,503,332 4,667,326 4,778,336 4,956,352 5,169,388 5,169,388 5,289,484 120,096 2.32% PUBLIC WORKS Streets and Highways 600,313 629,724 686,086 597,963 656,194 696,225 696,225 738,070 41,845 6.01% Snow and Ice Removal 637,154 442,078 468,173 449,881 599,029 586,375 586,375 631,937 45,562 7.77% Street Signs 187,935 204,495 167,282 214,540 206,890 227,527 227,527 235,124 7,597 3.34% Traffic Signals 34,901 30,170 27,919 36,151 33,857 39,500 39,500 40,000 500 1.27% Street Lighting 32,646 30,664 37,089 27,735 32,829 40,400 40,400 40,400 0 0.00% Street Lights - Billed 203,148 201,500 200,509 144,451 142,937 180,500 180,500 180,500 0 0.00% Park & Recreation 1,009,373 1,151,314 1,247,501 1,207,360 1,282,414 1,345,517 1,349,017 1,428,590 83,073 6.17% Natural Resource Preservation - - 7,255 6,503 5,158 14,107 18,107 14,216 109 0.77% Recycling 113,902 128,036 124,860 169,956 199,182 168,626 198,626 193,971 25,345 15.03% Total Public Works To 2,819,372 2,817,981 2,966,674 2,854,540 3,158,490 3,298,777 3,336,277 3,502,808 204,031 6.19% OTHER 81,185 256,720 283,077 764,875 241,940 95,428 95,428 95,928 500 0.52% Total Other 81,185 256,720 283,077 764,875 241,940 95,428 95,428 95,928 500 0.52% GRAND TOTAL $ 9,881,404 $ 10,090,003 $ 10,509,726 $ 11,039,974 $ 11,105,246 $ 11,695,493 $ 11,767,993 $ 12,155,896 460,403 3.94% W 0 MUNICIPALITIES WITHIN ANOKA COUNTY Proposed 2020 City Tax Rate Comparison Muni i alities only Hilltop 8.005 Columbia Heights 64.327 Lexington .91i.987 Centerville 53.9:1 Circle Pines 52.64 St. Francis 50.416 Bethel 50.216 Spring Lake Park 48.310 Columbus 47.194 n h Fridley 45.446 3 o East Bethel 41.266 u Coon Rapids 40.306 9139.304 Lino Lakes 39.765 Ramsey Anoka 35.358 Blaine 35.713 Andover35. 59 25.471 Linwood#2212402 Nowthen24.269 Ham Lake.350 Oak Grove 0.000 20.000 40.000 60.000 80.000 100.000 120.000 TAX RATE w J CITY OF ANDOVER 2020 Proposed Tax Rate Breakdown Other School District 3.548% County 18.987% 37.496% City 39.969% PERCENTAGES ARE PROPORTIONAL TO REFLECT 100% RATHER THAN ACTUAL AMOUNT OF 88.971%. * Does not include voter approved referendum levy based on market value. CITY OF ANDOVER 2020 General Fund Expenditures by Function Other General Government 0.8% 26.9% Public Works 28.8% w N Public Safety 43.5% w C.0 CITY OF ANDOVER General Fund - General Government Expenditures Administration FacilityM mt Council 70% Newsletter Human Resources 9 _ 3.3 /0 0.8% 1.0% 20.6% Attorney on 111h, F 6.1% Engineering 18.5% Planning & Zoning 15.0% Assessing Information Systems 4.9% 6.0% City Clerk 5.2% Elections 2.1% Finance 9.4% Fire Protection 28.7% w .p CITY OF ANDOVER General Fund - Public Safety Expenditures 1__._ _._.._ . - Fmcrn<nnv hAnnoncmcnt Animal (.nntml 61.4% C.0 Cn Natural Resource Preservation 0.4% Parks & Recreation 40.8% CITY OF ANDOVER General Fund - Public Works Expenditures Recycling \ r 5.5% Street Lights - Billed J\ Traffic Signals o Street Lighting 5.2/0 1.2% 1.1% Streets & Highways 21.1% ?et Signs 6.7% iow & Ice 18.0%