HomeMy WebLinkAboutWK - May 28, 20241685 CROSSTOWN BOULEVARD N.W.. ANDOVER, MINNESOTA 55304 • (763) 755-5100
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
City Council Workshop
Tuesday, May 28, 2024
City Hall — Conference Rooms A & B
1. Call to Order — 6:00 p.m.
2. Andover Fire Relief Discussion - Administration
3. April 2024 Community Center Update — Administration
4. 2025-2029 CIP Development Discussion/2024 CIP Progress Report —Administration
5. Discuss/Review City Strategic Plan Implementation/2025 Budget —Administration
a. Discuss City Transportation System Funding
6. Other Topics
7. Adjournment
A C I T Y 0 F 4
NDOVEA 0
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: Discuss Andover Firefighters Relief Association Contribution
DATE: May 28, 2024
HISTORY
The Andover Firefighters Relief Association Board met with the City Council at the February 29,
2024, workshop. The Andover Firefighters Relief Association Board used that opportunity to
provide a presentation along with stories and personal impacts behind the numbers. Andover
Firefighters Relief Board members also asked questions to gain clarity and shared their thoughts
and concerns regarding the attached memo (dated December 12, 2023) that City Administration
provided in response to the Andover Firefighters Relief Association Board's request for a 2023
City Contribution of $39,000 to the Firefighters' Relief Association.
City Council direction from that meeting was for Administration to gather additional data and for
the Council to discuss a Fire Relief contribution and Firefighter pay at a future workshop.
ACTION REQUESTED
The City Council is requested to receive a presentation, discuss the staff report, referenced
documents, and provide direction to staff on the next steps. To facilitate the discussion,
Administration will walk through the attached February 29, 2024, meeting minutes identifying the
questions that need to be answered.
Administration will be referencing the most recent State Auditor Financial and Investment Report
of Volunteer Relief Associations for the year ended December 31, 2022, which can be found here:
https://www.osa.state.mn.uslmedialf cdllbor/2022-relief-association-final-web pdf
It would be beneficial if the Council reviewed this document before the meeting. The Council
should pay particular attention to references regarding Defined Contribution Plans as that is the
type of retirement plan the Andover Firefighters Relief Association manages. Also of particular
interest is the "Municipal Contributions" section on pages 13-15 as that was the primary concern
of the Firefighters' Relief Association Board. Excerpts of that report are copied below in italics.
The report states: "Defined -contribution plans by their nature are fully funded because their
liabilities are always equal to their assets. All assets are divided among the plan members, and
the value of each member's account rises or falls based on revenues and expenditures to or from
the plan. As a result, defined -contribution plans do not require contributions from their affiliated
municipality, and any municipal contributions made to a defined -contribution plan are made on a
voluntary basis by the municipality."
This is contrasted with the defined benefit plans where a funding ratio needs to be met based on
the defined benefit set by the plan. It should be noted that municipal contributions are generally
only required for a defined benefit plan when the funding ratio drops below the 100% funding ratio
for the defined benefit provided.
For the reports year ended 2022: "Total municipal contributions made to defined -contribution
plans were $1.1 million in 2022, a 10.1 percent increase from the $1.0 million received in 2021.
During 2022, 45.2 percent of defined -contribution plans received a municipal contribution, with
an average of $32, 662 for those that received one. The average municipal contribution for defined -
contribution plans was skewed by the large municipal contributions made to the Maple Grove,
Mendota Heights, and West Metro Fire Relief Associations, which were $280,958, $181,125, and
$170,335, respectively. The largest municipal contribution of the remaining defined -contribution
plans was $65, 000, received by the Longville Fire Relief Association."
Metro cities that did not provide a 2022 municipal contribution are: Columbia Heights, Coon
Rapids, Fridley, and Plymouth.
Metro cities that provided a 2022 municipal contribution were: Andover ($41,000), Anoka -
Champlin (14,625), Marine -On -St. Croix ($36,859), Medicine Lake ($20,000), Maple Grove
($280,958), Mendota Heights ($181,125), Ramsey ($12,875), Wayzata ($47,000) and West
Metro Fire -Crystal & New Hope ($170,335).
Administration has contacted a number of metro cities, both cities that provide a municipal
contribution and cities that do not provide a municipal contribution. It should be noted that some
defined contribution cities look at the City contribution as a gift since providing a contribution is
not mandatory, while others, particularly those that provide a municipal contribution have the
contribution computed by a formula with various goals in mind. Those goals are primarily for
recruitment purposes, long-term retention of firefighters and to fend off going to full-time
firefighters. How formulas are set vary significantly, some are detailed trying to match a defined
benefit comparable neighboring city, some are just a flat amount and some start with a baseline
number that grows by the average percent increase of union contracts.
The report also states: "Municipal contribution amounts, like state aid amounts, varied by region.
Relief associations in the Metro Area received $2.4 million in municipal contributions, which made
up 47.7 percent of the total municipal contributions received. Metro Area relief associations
accounted for nearly one-half of all municipal contributions received, even though they make up
only 12.6 percent of relief associations included in this report. The average municipal contribution
was $65, 380 for Metro Area plans that received one."
Based on conversations with various metro defined contribution, cities with a historically skewed
market values toward higher residential valuation versus commercial valuation tend to be the Cities
that provide a municipal contribution, meaning that those with high commercial/industrial tend to
not have to contribute as they enjoy a higher state aid allocation.
ANDOVER CITY COUNCIL WORKSHOP MEETING— FEBRUARY29, 2024
MINUTES
The Workshop Meeting of the Andover City Council was called to order by Mayor Bukkila,
February 29, 2024, 6:00 p.m., at the Andover City Hall, 1685 Crosstown Boulevard NW, Andover,
Minnesota.
Councilmembers present: Jamie Barthel, Ted Butler, Rick Engelhardt, and Randy Nelson
Councilmember absent: None
Also present: City Administrator Jim Dickinson
Community Development Director Joe Janish
Director of Public Works/City Engineer David Berkowitz
City Attorney Scott Baumgartner
Others
DISCUSSIRECEIVE PRESENTATION FROM THE ANDOVER FIREFIGHTERS' RELIEF
ASSOCIATION BOARD
Will Shutte, President of the Andover Firefighters Relief Association, Lindsey Wilson, Vice
President of the Andover Firefighters Relief Association, and Kurt DeRung, Trustee of the
Andover Firefighters Relief Association, came forward to discuss the City not providing the
Andover Firefighters Relief Association a financial contribution this year as the City has done in
years past. They requested that the Council reconsider this.
Ms. Wilson gave an overview of the Andover Firefighters Relief Association, its purpose, and
background. She reviewed the defined contribution plan for the firefighters. She shared that since
receiving the letter that the City would not be providing financial contributions this year, the
firefighters have felt devalued and unappreciated and has also caused department morale to
decrease. She added in 2023 they responded to 2,179 calls with a staff of only 39 firefighters;
however, in 2015 there were 55 firefighters who responded to a total of 682 calls, yet all of these
firefighters received the City contribution that year. She discussed her concerns if these funds go
away, including hiring challenges, current staff quitting, and the paid on-call system no longer
working.
Mr. DeRung reviewed the events that the firefighters are involved in throughout the year. He
shared a story that happened recently on a night when he was on-call where he reported to a call
for someone who was having difficulty breathing. He explained when they arrived at the call, the
woman's heart stopped; however, after CPR, her heart started again and she was taken by
Andover City Council Workshop Meeting
Minutes — February 29, 2024
Page 2
ambulance to the hospital. He stated the Fire Captain stated this situation was a prime example of
how amazing the firefighters are. He noted later that same day, they received the letter from the
City that they would not be continuing their financial contribution. He shared that all of the
firefighters were confused and upset by this. He discussed the overall effect this had on the morale
of the firefighters. He said they want to get the feeling of appreciation back and want to be able to
use the contributions as a recruitment tool to bring in more firefighters. He noted the risks that
firefighters face, including having a 68% higher risk of cancer than a normal citizen. He added
50% of firefighters consider suicide.
Mr. Shutte shared that these funds are 2% of the Fire Department's operating budget, which is
0.25% of the City's operating general fund. He asked the Council to consider putting this
contribution back into the budget and formalize a process for this moving forward to eliminate any
confusion. He noted it is not always about the money; however, it does help and can be used as a
retention tool to keep people on staff.
Mayor Bukkila asked if the money that the firefighters raise at City events or with fundraisers are
used just for scholarships and community outreach or if it is also used internally within the Fire
Department. Ms. Wilson said the funds are only used internally to send flowers or gifts to
firefighters and their families if someone has a baby or a loss in their family.
Councilmember Nelson acknowledged what the firefighters go through as he went through similar
things in the military. He noted both fire departments and the military are both dealing with
retention issues.
Councilmember Butler thanked Mr. Shutte, Ms. Wilson, and Mr. DeRung for bringing this forward
to the Council's attention. He stated there is a lot to balance with this and the budget; however,
they do not always hear the stories behind the numbers, so it is good to hear this information. He
added the Council will need to take some time to think about and discuss this. He noted it is not
the Council's intent to damage the morale of the firefighters as they all appreciate the hard work
that they put into their jobs.
Councilmember Engelhardt shared that he has family members who are firefighters and shared his
appreciation for what they do to protect the City and its residents. He added he learned a lot from
tonight's presentation.
Mayor Bukkila explained the firefighters are an invaluable part of the City and shared her
appreciation for everything that they do. She shared that she served on the Firefighter Relief
Association Board for 14 years and there are things that she heard for the first time tonight about
the association. She noted the whole first responder realm has taken a turnover the last four years
with the pandemic and all that the pandemic caused. She added the healthcare system is not as
robust as it once was, which is also putting a lot of stress on first responders as they are being
expected to fill gaps that are caused by the healthcare system. She noted some of Andover is
affluent, and some is not, so they had to set priorities of how the City will bolster everything. She
explained the City has limited resources and they have had to put these resources where they are
Andover City Council Workshop Meeting
Minutes —February 29, 2024
Page 3
most needed and where they will serve the most people as quickly as possible. She apologized to
the firefighters. She thanked the firefighters for their service and shared that they will try their best
to work this out.
Ms. Wilson shared a few articles with the Council, including an article on recruitment and retention
of firefighters and an article from the State Auditor's Office on defined contribution versus defined
benefits.
Councilmember Nelson shared that at the last Council Meeting he gave a shout out to the Sheriff's
Department, the Andover Fire Department, and Allina EMS for helping a resident so well when
she slipped and fell in her driveway. He reiterated his appreciation for the firefighters and all they
do.
Mayor Bukkila stated she would like to look at the entire compensation schedule for the firefighters
to see what can be done to address the retention issues. She noted it will not be an easy solution;
however, they need to find it.
Councilmember Nelson added he would also like to look at the investment portfolio.
Councilmember Barthel stated the Firefighters Relief Association picks the investment portfolio
and the Council would not have control over this.
Ms. Wilson shared that they will be walking away from this meeting feeling heard.
Council consensus was reached to discuss these contributions and firefighter compensation at a
future Workshop Meeting.
Council recessed at 6:40 p.m., reconvened at 6:50 p.m.
COMMUNITY CENTER UPDATE (PRE AUDIT DECEMBER 2023)
Mr. Dickinson presented the staff report on the Community Center update. He shared that revenues
for the Community Center came in fairly well and they were under expenditures. He noted demand
is very high for the Community Center, so much that they occasionally have to turn people away.
He added they will need to discuss the rates in the near future. He shared that programs have been
filled up and the schedule is staying busy. He stated the roof will need to be replaced soon and
they are looking into prices for this.
DISC USSIRE VIE W CITY STRATEGIC PLAN IMPLEMENTATION/BUDGET
Mr. Dickinson presented the staff report concerning the Strategic Plan. He noted he wanted to keep
this on the front of the Council's mind. He presented a graph to the Council which showed the
road ratings, with 38% in the excellent category, 11% in the very good category, 10% in the good
category, 24% in the fair category, and 17% in the poor category. He noted as they start looking
Andover City Council Workshop Meeting
Minutes —February 29, 2024
Page 4
at the plan of what needs to get done, they will be looking at the roads that were in the poor, fair,
and good categories, which is around 90 miles of roads. He added there are some roads that are in
very bad condition in the poor category. He explained this information is needed for the financial
statement. He noted they will have this all costed out so they will be able to see where the funds
are going in the City and where funds need to go.
Mayor Bukkila asked if there is someone who can put this on a path or program so that all of these
roads will not fail again at the same time in the future. Mr. Dickinson said they are working on
that.
Mayor Bukkila asked if they could get an update from the County on the bridge or culvert that
they are putting in on Crosstown Boulevard. Mr. Dickinson said he believes this should be done
by the spring, but will request more information from the County.
ADJOURNMENT
Motion by Butler, Seconded by Nelson, to adjourn. Motion carried unanimously. The workshop
meeting adjourned at 7:10 p.m.
Respectfully submitted,
Ava Major, Recording Secretary
1685 CROSSTOWN BOULEVARD N.W, • ANDOVER, MINNESOTA 55304 • (763) 755.5100
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
TO: Andover Firefighters' Relief Association Board
FROM: Jim Dickinson, City Administrator
SUBJECT: Response to 2023 Andover Firefighters Relief Association Request for City
Contribution
DATE: December 12, 2023
SUMMARY:
This memo is intended to respond to the Firefighters' Relief Association's request for a 2023
City Contributions of $39,000 to the Firefighters' Relief Association.
City Administration as part of the annual budget development process has reviewed the
Relief Association Pension Fund, the available funding to the Relief Association Fund and
determined a city contribution was not recommended for 2023.
City Administration did discuss as part of the 2024 budget preparation the Relief request for
fiends with the City Council, it was determined that considering significant State Fire Aid
funding (over a 12% increase) dedicated specifically for the Relief Association and the
health of the Relief fiord, the requested City Contribution dollars should be retained to be
used toward City operations that face limited and declining funding opportunities.
The current budget process presented the City challenges City-wide relative to inflationary
items coupled with limited funding opportunities to provide quality services while being
respectfully of resident property tax increases, tough decisions balancing needs had to be
made,
And while the City has no 2023 contribution to the Relief Association, that does not mean
the City could not potentially fund a contribution if the Relief Association experiences
negative fund performance in future years.
CITY ADMINISTRATION REVIEW:
The City of Andover did provide a City Contribution to the Relief Association in 2022. The
Relief Association in 2022 requested $41,000 in funds and a city contribution of $41,000
was made after City Administration was assured that there were no adverse 2023 City budget
impacts. A 2021 Relief request was made but was not funded as the City was contending
with significant COVID pandemic challenges. The Relief Association did request and
received a $55,000 City contribution in 2020. The Firefighters Relief Association did not
request a contribution from the city in 2019.
Total contributions (State Fire Aid and City Contribution) to the Fire Relief Association over
the past 3 years (2021, 2022 & 2023) average approximately $237,500 per year (even
without a 2023 City contribution). Total contributions (State Fire Aid and City Contribution)
to the Fixe Relief Association over the 3 years (2018, 2019 & 2020) average approximately
$221,000 per year (even without a 2019 City contribution). The prior 3 years (2015, 2016,
& 2017) was comparable at approximately $220,000 per year.
The city continues to experience increased market value which then triggers increasing
annual State Fire Aid from $165,332 in 2015 to $249,917 in 2023; going back to 2010, the
State Fire Aid was $104,210. The City Contribution is intended to assist in development and
maintaining a healthy fund. Based on the City Administration's review the Andover
Firefighters' Relief Association fund is currently healthy.
It�ctfiilly submitted,
61
JiNjDickinson
City Administrator
City of Andover
763-767-5110
kC I T Y 0 F
NDO V,.Ej
fol
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 Administratc
SUBJECT: April 2024 Community Center U
DATE: May 28, 2024
INTRODUCTION:
Attached for Council review is the Andover Community Center (ACC) Budget Summary Report
for Budget Year 2023 and Budget Year 2024. The reports reflect activity through April 2024 with
comparative data with April 2023.
March 2024 Financials
2024 Revenues to date are on par with 2023, no surprises. 2024 revenues are expected to be
comparable to 2023, a reduction in Miscellaneous Revenues is reflected in the 2024 budget as
reimbursements from the YMCA for shared maintenance/construction will be less in 2024, but the
2024 Miscellaneous Revenue actual is significantly ahead of 2023 due to an $80,238.08 donation
from the Andover Huskies Youth Hockey Association (AHYHA) for a new sound system.
The 2024 expenses are in line with 2023, although you will see some payment timing impacts with
operating expenses and a limited Capital Outlay budget in 2024. Salaries are expected to be
consistent as ACC has been able to maintain full staffing.
Looking ahead it is anticipated that 2024 activities will be comparable to the previous year as we
proceed through the year.
The 2023 Capital Outlay line item is for a high volume/output water heater replacement and
dehumidification system replacement. This project started in 2023 but will be completed in 2024.
MAY/JUNE 2024 FACILITY UPDATE:
Please refer to the attached ACC Facility Update for Major Events and monthly Walking Track
activity through April. Major events are entering the Spring/Summer season, so it is not as busy
as when the Winter season is in full swing.
PROGRAMS/ACTIVITIES UPDATE -
Current Maintenace Projects:
- Just wrapped up the final details on the new Dehumidification until in the Ice Arena.
- Fieldhouse painting of walls and duct work.
- Colored concrete floors in hallways/lobby are being refinished.
ACC staff will be at the May 28th Council Workshop to discuss options related to lower-than-
expected meeting room usage.
CONCESSIONS:
The Crooked Lake Creamery partnership continues to be successful.
ACTION REQUESTED
Informational. The Council is requested to review and receive a staff presentation on the attached
reports.
Attachments
CITY OF ANDOVER
Community Center Budget Summary Totals
Budget Year 2024
Current:
2023
2024
155,000
REVENUES
Budget
Apr YTD
% Bud
Audit
Budget
Apr YTD
% Bud
Charges for services
91,850
40,857
44%
105,378
92,350
43,525
47%
Ice Rental
$ 794,000
$ 272,577
34%
$ 865,994
$ 809,000
$ 321,728
40%
Turf Rental
25,000
8,221
n/a
19,971
22,000
8,756
40%
Track
3,000
3,252
n/a
7,761
5,000
2,682
n/a
Fieldhouse Rental
255,000
163,035
64%
332,579
265,000
172,212
65%
Proshop
13,000
6,395
49%
16,926
14,000
7,378
53%
Vending
16,000
8,837
55%
17,782
18,000
7,000
39%
Advertising
75,000
10,754
14%
115,053
80,000
4,896
6%
Total Charges for services
1,181,000
473,071
40%
1,376,066
1,213,000
524,652
43%
Miscellaneous
389,268
45,883
12%
309,954
268,361
121,491
45%
Total revenues
1,570,268
518,954
33%
1,686,020
1,481,361
646,143
44%
2023
1
2024
EXPENDITURES
Budget
Apr YTD
% Bud
Audit
Budget
Apr YTD
% Bud
Current:
General Property Tax Levy
155,000
Salaries & benefits
875,369
283,751
32%
861,874
892,245
305,351
34%
Departmental
91,850
40,857
44%
105,378
92,350
43,525
47%
Operating
679,647
163,609
24%
612,579
717,967
205,209
29%
Professional services
248,725
55,963
22%
201,418
329,693
23,830
7%
Capital outlay
374,601
-
0%
176,597
-
-
#DIV/0!
Current
2,270,192
544,180
24%
1,957,846
2,032,255
577,915
28%
Revenue over(under)expense
(699,924)
(25,226)
4%
(271,826)
(550,894)
68,228
-12%
Other financing sources (uses)
General Property Tax Levy
155,000
- 0%
154,097
155,000
- 0%
Investment income
3,000
15 n/a
57,713
3,000
710 24%
Rental / Lease Pymt
638,000
505,012 79%
635,884
638,000
515,797 81%
Transfers out
(300,000)
(300,000) 100%
(300,000)
(300,000)
(300,000) 100%
Total financing sources (uses) 496,000 205,027 41% 547,694 496,000 216,507 44%
Net increase (decrease) in
fund balance $ (203,924) $ 179,801 -88% $ 275,868 $ (54,894) $ 284,735 -519%
CITY OF ANDOVER, MINNESOTA
Andover Community Center / YMCA Historical Comparison
2016
2017
2018
2019
2020
2021
2022
2023
2024
2024
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Actual
Budget
Apr YTD
Revenues:
Charges for services
Ice Rental
$
405,990
$
392,828
$
435,716
$
442,995
$
361,796
$ 823,856
$ 794,232
$ 865,993
$ 809,000
$ 321,728
Turf Rental
-
-
-
-
-
3,782
18,553
19,971
22,000
8,756
Track
-
-
-
-
301
3,950
5,871
7,761
5,000
2,682
Fieldhouse Rental
199,286
215,089
218,667
220,225
133,126
220,527
287,696
332,580
265,000
172,212
Proshop
9,412
9,247
8,606
9,680
4,394
9,606
11,978
16,926
14,000
7,378
Vending
8,588
9,182
7,470
8,427
6,148
7,763
20,978
17,782
18,000
7,000
Advertising
26,450
38,819
34,000
40,850
8,000
84,700
99,436
115,053
80,000
4,896
Charges for services
649,726
665,165
704,459
722,177
513,765
1,154,184
1,238,744
1,376,066
1,213,000
524,652
Miscellaneous
136,552
136,149
142,768
131,386
110,781
134,072
239,090
407,419
268,361
121,491
Total revenues
786,278
801,314
847,227
853,563
624,546
1,288,256
1,477,834
1,783,485
1,481,361
646,143
Expenditures:
Current:
Salaries & benefits
451,332
481,926
501,108
533,044
503,842
692,742
809,007
861,874
892,245
305,351
Departmental
77,945
65,612
76,448
66,570
74,809
82,655
96,433
105,378
92,350
43,525
Operating
364,935
364,242
352,067
330,084
345,588
515,308
597,663
612,579
717,967
205,209
Professional services
106,381
125,034
104,076
77,818
129,261
85,130
179,690
201,418
329,693
23,830
Capital outlay
47,859
4,900
11,442
39,888
100,000
37,358
176,598
-
Current
1,048,452
1,041,714
1,045,141
1,047,404
1,153,500
1,375,835
1,720,151
1,957,847
2,032 255
577,915
Revenue over(under)expenditures
(262,174)
(240,400)
(197,914)
(193,841)
(528,954)
(87,579)
(242,317)
(174,362)
(550,894)
68,228
Other financing sources (uses)
General Property Tax Levy
-
-
-
-
-
154,534
154,614
154,097
155,000
-
Investment income
2,190
2,779
5,780
16,107
6,793
2,817
(21,173)
57,713
3,000
710
Rental/ Lease Pymt
640,303
641,691
637,150
636,803
635,629
635,026
624,508
635,884
638,000
515,797
Transfers out
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
Total financing sources (uses)
342,493
344,470
342,930
352,910
342,422
492,377
457,949
547,694
496,000
216,507
Net increase (decrease) in fund balance
80,319
104,070
145,016
159,069
(186,532)
404,798
215,632
373,332
(54,894)
284,735
Prior Period Adjustment
-
-
-
-
-
125,200
-
-
-
-
Fund balance (deficit)- January 1
56,140
136,459
240,529
385,545
544,614
358,082
888,080
358,082
1,103,712
1,103,712
Fund balance (deficit) - December 31
$
136,459
$
240,529
$
385,545
$
544,614
$
358,082
$ 888,080
$ 1,103,712
$ 731,414
$ 1,048,818
$ 1,388,447
Fund Balance Detail:
FB - Replac Res for Common Space
$
154,449
$
179,283
$
173,560
$
200,606
$
190,067
$ 216,790
$ 225,117
$ 78,278
$ 103,278
$ 103,278
FB - Unassigned
(17,990)
61,246
211,985
344,008
168,015
671,290
878,595
653,136
945,540
1,285,169
$
136,459
$
240,529
$
385,545
$
544,614
$
358,082
$ 888,080
$ 1,103,712
$ 731,414
$ 1,048,818
$ 1,388,447
Debt Service Payments
2012C GO Abatement Bonds (P + 1)
$
1,216,506
$
1,213,731
$
1,211,481
$
1,208,931
$
1,215,981
$ 1,212,631
$ 1,213,931
$ 1,209,281
$ 1,213,000
S 1,213,000
2019A GO Abatement Bonds (P+ 1)
-
-
590,150
819,725
1,109,775
1,106,900
1,107,650
1,107,650
$
1,216,506
$
1,213,731
$
1,211,481
$
1,208,931
L_1,806,131
$ 2,032,356
$ 2,323,706
$ 2,316,181
$ 2,320,650
$ 2,320,650
Property Tax Levy
2012C GO Abatement Bonds
$
977,332
$
974,418
$
972,055
$
969,378
$
976,780
$ 973,263
$ 974,628
$ 969,745
$ 973,650
$ 973,650
2019A GO Abatement Bonds
-
-
-
-
1,001,090
976,966
1,014,065
1,028,782
1,028,783
1,028,783
Community Center Operations
-
-
-
-
155,000
155,000
155,000
155,000
155,000
$
977,332
$
974,418
$
972,055
$
969,378
$
1,977,870
$ 2,105,229
$ 2,143,693
$ 2,153,527
$ 2,157,433
$ 2,157,433
v
El
A N a vE R
COMMUNITY CENTER
MAY -JUNE 2024
May 3-5 — Midwest Hockey Youth Tournament
May 20— June 7— Fieldhouse Closed during daytime for painting.
May 23 — June 9—Ice Arena Closed
May 23 — June 7—Main Hallway/Lobby concrete refinished.
May 26-27— Memorial Weekend—ACC Closed
June 4—Andover Elementary Field Trip
June 5—PACT Charter School Field Trip
June 10 — Summer Camps begin.
Track check in is required, Monday—Friday, 6:30am-4:30pm.
Numbers below reflect those checked in during these times.
Jan —
2342
Feb —
1837
March
— 1510
April —
1427
Fall programs will start up in September.
or'r`.'�'1�1.
-AINDOVE
eL�
1685 CROSSTOWN BOULEVARD N.W. • ANDOVER, MINNESOTA 55304 • (763) 755-5100
FAX (763) 755-8923 • WWW.ANDOVERMN.GOV
TO:
FROM:
SUBJECT:
DATE:
Mayor and Councilmembers
Jim Dickinson, City Administrator
2025-2029 CIP Development Discussion/2024 CIP Progress Report
May 28, 2024
INTRODUCTION/DISCUSSION
Late March, Administration/Finance distribute baseline worksheets to Department Heads for the 2025-2029
CIP kick-off. Subsequent discussion will center on the 2025-2029 CIP development, the need of other
committees (Vehicle/Equipment Purchasing & Facility Management Committees) and commissions (Parks
and Recreation & Nature Preserve) to start their work and to work toward a "draft" proposed 2025-2029
CIP to present to the City Council.
Throughout the summer a significant amount of time will be spent on evaluating utility infrastructure,
transportation improvements, building maintenance, equipment and park and recreation needs. Each of
these items will be supported by a detailed fund balance analysis of funding sources (based on various
assumptions and estimates) that will be presented to the Council for review at future workshops.
At this time, the Staff would like to have a brief discussion with the Council to determine Council's
priorities for a 2025-2029 CIP. It is anticipated that interactive reviews will be done at future
workshop meetings, but the focus during those reviews will be on new projects and outstanding
questions on previously proposed projects where staff may need ongoing Council direction (such as
Street Reconstruction, Trail improvements & building renovation projects).
Attached is a spreadsheet identifying the current 2024 Capital Improvement Plan Proiects by
Department and the progress on each proiect. Also attached for reference is the introduction section
of the 2024-2028 CIP adopted by the Council last October.
CAPITAL IMPROVEMENT PLAN/CAPITAL IMPROVEMENT POLICY
Capital Improvement Program:
Andover's Capital Improvement Program is intended to provide the City Council and staff with a process
for identifying and prioritizing capital projects to coordinate the financing and timing of improvements,
which maximizes the return to the public. The process enables the City to evaluate long-term cost and
benefits of projects being adopted for the coming year (2025) against those projects planned between 2025
and 2029.
The Capital Improvement Program is guided by the following City adopted policy:
Capital Improvement Polices
1. A Capital Improvements Plan (CIP) will be developed for a period of five years. As resources are
available, the most current year of the CIP will be incorporated into the current year operating
budget as the Capital Improvements Budget (CIB). The CIP will be reviewed and updated annually.
Years two through five are for planning purposes only.
2. The City will maintain its physical assets in a manner, adequate to protect the City's capital
investment and to minimize future maintenance and replacement costs. The City will provide for
maintenance and replacement from current revenues where possible.
3. To be considered in the Capital Improvements Program, a project must have an estimated cost of
at least $5,000 in one of the calendar years of the project. Projects may not be combined to meet
the minimum standard unless they are dependent upon each other. Items that are operating expense
(such as maintenance agreements, personal computer software upgrades, etc.) will not be
considered within the CIP.
4. Capital projects, which duplicate other public and/or private service, will not be considered.
5. The City will identify the estimated costs and potential funding sources for each capital project
prior to inclusion in the CIP. The operating costs to maintain capital projects shall be considered
prior to the decision to undertake the capital projects.
6. Capital projects and/or capital asset purchases will receive a higher priority if they meet many of
the following criteria:
A. Mandatory project
B. Maintenance project (approved replacement schedules)
C. Improve efficiency
D. Provide a new service
E. Policy area project
F. Broad extent of usage
G. Length of expected useful life
H. Positive effect on operation and maintenance costs
I. Availability of county/state/federal grants
J. Elimination of hazards (improves public safety)
K. Prior commitments
L. Replacement due to disaster or loss
7. The CIP is to be presented by the City Administrator and Management Team annually to the City
Council for approval. Any substantive change to the CIP after approval must be approved by the
City Council.
ACTION REQUESTED
The Council is requested to review the attachments, receive a brief presentation on the staff report, and
provide direction to staff on Council priorities for the 2025-2029 CIP.
submitted,
CITY OF ANDOVER
2024 Capital Improvement Plan
Projects By Department - Use of Funds
Updated 05/22/24
Community Center
Repaint Fieldhouse Ceiling $ 70,000 In progress
Emergency Management
Replacement - Siren Transmitter Equipment
Engineering
New Development Projects
Pedestrian Trail Maintenance
New Pedestrian Trail & Sidewalk Segments
Replacement - Total Station Survey Equipment
Facility Management
Annual Parking Lot Maintenance / Replacement
Replacement - Carpet / Tile
Replacement - Emergency Generator CH
Replacement - Roof Top Package Units 9-16 CH
Replacement - Garage Door Springs FS #1
City Hall Remodel
Fire
Replacement - 800 MHz Radios
Replacement - Engine 31 #4800
Park & Recreation - Operations
Replace/Repair Play Structures - Various Parks
Replace/Repair Major Park Projects - Various Parks
Replacement - Toro Groundmaster #561
Replacement - One Ton Truck w/ Plow #569
New -Trail Machine
Park & Recreation - Projects
Annual Miscellaneous Projects
Pine Hills North - Building & Shelter
Park Irrigation Improvements
Hills of Bunker Lake West Parking Lot Paving
Sanitary Sewer
Rural Reserve - Area Analysis & Sanitary Sewer
Upgrade Controls at Sanitary Lift Stations
Sanitary Sewer Flow Meters
Sanitary Sewer Lift Station Pump Replacement
Storm Sewer
Storm Sewer Improvements
Streets - Equipment
Replacement - Dump Truck w/ Snow Removal #198
Replacement - Dump Truck w/ Snow Removal #200
Streets - Roadways
Annual Street Seal Coat Project
Annual Pavement Markings
Curb, Sidewalk and Ped Ramp Replacement
Municipal State Aid Routes / New & Reconstruct
Annual Street Reconstruction
Gravel Road Improvement
Intersection Upgrades
Municipal State Aid Routes / Mill & Overlay
Street Full Depth Reclamation
Pavement Rejuvenator Application
140,000 August - replace circuit board
200,000
on going
64,000
bids received
630,000
bids received, early July
36,000
purchased
930,000
in progress
90,000 out forbids, September start date
30,000
in progress
70,000
Installed
112,000
June install
25,000
getting estimates
100,000
in progress
427,000
summer
50,000 ordered
970,000 ordered
1,020,000
200,000
in progress
35,000
in progress
60,000
ordered
90,000
purchased
220,000
purchased
605,000
summer
25,000
425,000 in progress
27,000 in progress
130,000 bids received, Late May early June
607,000
150,000
10,000 summer to fall project
95,000 in progress
50,000 city lift station #6 project completed
305,000
70,000
315,000 ordered
315,000 ordered
630,000
210,000
bids received
64,000
bids received
115,000
awarded, in progess
650,000
bids received, awarded contract
2,400,000
in progress
21,000
summer
285,000
ongoing
380,000
bid awarded
2,460,000
bid awarded
150,000
received quote
6,735,000
0
Water
Replacement - Residential Meters
100,000
meters have been received and installed
Water Main Gate Valve Rehabilitation
100,000
summer into fall project
Rehabilitation of Wells
180,000
completed
WTP High Service Pump Maintenance
150,000
completed
Replacement - WTP Valve Actuators
55,000
completed
Water Main Improvements
3,000,000
Design is complete, bit in June
WTP Radon Mitigation
1,345,500
project was awarded at 5/21 council meeting
Security Cameras at Towers and Well Houses
12,000
well #6 will have cameras installed this summer
Update Logic Controls at City Wells
10,000
summer project
Fiber Optic Upgrade for City Wells
10,000
summer project
Replacement - WTP Flow Meters
40,000
completed
WTP Door Access Control - Security System
25,000
completed
Replacement - Water Testing Equipment
7,500
purchased
Fiber Optic Conduit Installation
300,000
will be bid in July
DO Probes for Biological Treatment
35,000
purshased to be installed late summer
Red Oaks Manor Water Main Improvements
6,100,000
in progress
Replacement - Plate Settler Plates
180,000
project completed
11,650,000
Grand Total $ 23,189,000
Comm Ctr P.," -
Engineer
4.010
Storm Sew(
0.30%
Facility Mc
1.84%
Streets - Roadways
29.04%
CITY OF ANDOVER
2024 CIP Expenditures By Department
Emer. Mgmt
0.60% Sanitary Sewer _
4.40%
✓ater
1.24%
l5J
CITY OF ANDOVER
2024 CIP Expenditures By Year
2028 $23,166,000
2027 $8,506,00
2026 $8,957,000
2025 $18,864,500
i
2024 $23,189,000
2023 Adopted $23,681,875
$0 $4,000,000 $8,000,000 $12,000,000 $16,000,000 $20,000,000 $24,000,000 $28,000,000
City of Andover, MN
Capital Plan
2024 thru 2028
DEPARTMENT SUMMARY
Department 2024 2025 2026 2027 2028 , Total
Central Equipment
60,000
60,000
Community Center
70,000
583,000
250,000
190,000
1,515,000
2,608,000
Emergency Management
140,000
140,000
Engineering
930,000
1,352,000
1,475,000
593,000
356,000
4,706,000
Facility Management
427,000
226,000
140,000
65,000
220,000
1,078,000
Fire
1,020,000
72,000
395,000
60,000
1,600,000
3,147,000
Information Technology
30,000
65,000
95,000
Park & Rec- Operations
605,000
455,000
450,000
397,000
555,000
2,462,000
Park & Rec - Projects
607,000
430,000
785,000
275,000
129,000
2,226,000
Sanitary Sewer
305,000
5,435,000
90,000
70,000
5,900,000
Storm Sewer
70,000
73,000
74,000
75,000
76,000
368,000
Streets - Equipment
630,000
160,000
620,000
290,000
640,000
2,340,000
Streets - Roadways
6,735,000
8,814,000
4,403,000
6,236,000
7,785,000
33,973,000
Water
11.650.000
1.174.500
300.000
235.000
10.220.000
23.579.500
TOTAL 23,189,000 18,864,500 8,957,000 8,506,000 23,166,000 82,682,500
City of Andover, MN
Capital Plan
2024 thru 2028
FUNDING SOURCE SUMMARY
Source 2024 2025 2026 2027 2028 Total
Assessments
1,253,000
2,657,000
889,500
1,105,000
1,305,000
7,209,500
Capital Equipment Reserve
376,000
513,500
330,000
382,000
360,000
1,961,500
Comm Ctr / YMCA - Shared
40,000
1,500,000
1,540,000
Comm Ctr Operations
70,000
153,000
250,000
190,000
15,000
678,000
Construction Seal Coat Fund
10,000
10,000
10,000
10,000
10,000
50,000
County Reimbursement
190,000
200,000
390,000
Donations
25,000
25,000
Equipment Bond
1,505,000
965,000
2,240,000
4,710,000
Facility Maintenance Reserve
427,000
279,500
205,000
195,000
220,000
1,326,500
General Fund
235,000
735,000
235,000
235,000
235,000
1,675,000
Grant
2,937,600
1,600,000
4,537,600
Municipal State Aid Funds
1,277,000
1,931,400
994,000
2,845,000
575,000
7,622,400
Park Dedication Funds
582,000
430,000
785,000
275,000
129,000
2,201,000
Road & Bridge Funds
4,334,000
2,755,000
2,579,500
2,349,000
4,171,000
16,188,500
Sanitary Sewer Fund
165,000
65,000
90,000
70,000
390,000
Sewer Revenue Bonds
2,770,000
2,770,000
Sewer Trunk Fund
335,000
1,140,000
145,000
150,000
155,000
1,925,000
St of MN
6,100,000
6,100,000
Storm Sewer Fund
175,000
73,000
74,000
75,000
76,000
473,000
Trail Funds
630,000
550,000
1,120,000
290,000
2,590,000
Water Fund
2,255,000
1,074,500
200,000
135,000
120,000
3,784,500
Water Revenue Bonds
10,000,000
10,000,000
Water Trunk Fund
3,435,000
170,000
175,000
180,000
185,000
4,145,000
YMCA
390,000
390,000
GRAND TOTAL
23,189,000
18,864,500
8,957,000
8,506,000
23,166,000
82,682,500
City of Andover MN
Capital Plan
2024 thru 2028
PROJECTS & FUNDING SOURCES BY DEPARTMENT
Department
Project #
Priority
2024
2025
2026
2027
2028
Total
Central Equipment
Replacement - Service Truck #371
25-48800-01
1
60,000
60,000
Capital Equipment Reserve
60,000
60,000
Central Equipment Total
60,000
60,000
Community Center
Repaint Fieldhouse Ceiling
24-44400-01
1
70,000
70,000
Comm Ctr Operations
70,000
70,000
Replacement - East Parking Lot Pavement
25-44000-01
1
520,000
520,000
Comm Ctr Operations
130,000
130,000
YMCA
390,000
390,000
Replacement- Kivac Cleaning Machine
25-44000-02
1
8,000
8,000
Comm Ctr Operations
8,000
8,000
Replacement - Concrete Floor Sealant
25-44000-03
1
40,000
40,000
Comm Ctr/ YMCA - Shared
40,000
40,000
Replacement - Carpeting
25-44300-01
1
15,000
15,000
Comm Ctr Operations
15,000
15,000
Replacement - Generator
26-44000-01
1
50,000
50,000
Comm Ctr Operations
50,000
50,000
Repaint Ice Arena ceiling
26-44300-01
1
200,000
200,000
Comm Ctr Operations
200,000
200,000
Replacement - Ice Resurfacer
27-44300-02
1
190,000
190,000
Comm Ctr Operations
190,000
190,000
Replacement - Community Center Roof
28-44000-01
1
1,500,000
1,500,000
Comm Ctr/ YMCA - Shared
1,500,000
1,500,000
Replacement - Zamboni Battery Pack - Ion Machine
28-44300-01
1
15,000
15,000
Comm Ctr Operations
15,000
15,000
Community Center Total
70,000
583,000
250,000
190,000
1,515,000
2,608,000
Emergency Management
Replacement - Siren Transmitter Equipment
24-42400-01
1
140,000
140,000
Capital Equipment Reserve
140,000
140,000
Emergency Management Total
140,000
140,000
Engineering
New Development Projects
24-41600-01
1
200,000
210,000
220,000
230,000
240,000
1,100,000
Sewer Trunk Fund
135,000
140,000
145,000
150,000
155,000
724000
Water Trunk Fund
65,000
70,000
75,000
80,000
85,000
375,000
Pedestrian Trail Maintenance
24-41600-02
1
64,000
67,000
70,000
73,000
76,000
350,000
Road B Bridge Funds
64000
67,000
70,000
73,000
76,000
350,000
New Pedestrian Trail and Sidewalk Segments
24-41600-03
1
630,000
550,000
1,120,000
290,000
2,590,000
Trail Funds
630,000
550,000
1,120,000
290,000
2,590,000
Department Project # Priority 2024 2025 2026 2027 2028 Total
Replacement - Total Station Survey Equipment
24-41600-05
1 36,000
40,000 76,000
Capital Equipment Reserve
50,000
36,000
40,000 76,000
Pedestrian/Park Trail Reconstruction
2541600-01
1 500,000
500,000
General Fund
60,000
500,000
500,000
Replacement - GPS Antenna Survey Unit
25-41600-02
1 25,000
25,000
Capital Equipment Reserve
60,000
25,000
25,000
Replacement - Chevrolet Tahoe #16
26-41600-07
1 65,000
65,000
Capital Equipment Reserve
65,000
65,000
Engineering Total
930,000 1,352,000 1,475,000 593,000
356,000 4,706,000
(Facility Management
24-42200-01 1 50,000
50,000
100,000
Capital Equipment Reserve
50,000
50,000
100,000
Annual Parking Lot Maintenance/Replacement
24-41900-01
1
90,000
55,000
60,000
65,000 70,000
340,000
Facility Maintenance Reserve
25-42200-01 1
9,000
90,000
55,000
60,000
65,000 70,000
340,000
Replacement - Carpet / Tile
24-41900-02
1
30,000
30,000
Facility Maintenance Reserve
30,000
30,000
Replacement - Generator CH
2441900-03
1
70,000
70,000
Facility Maintenance Reserve
70,000
70,000
Replacement - Roof Top Package Units 9 -16 CH
24-41900-04
1
112,000
112, 000
Facility Maintenance Reserve
112,000
112,000
Replacement - Garage Door Springs FS #1
24-41900-05
1
25,000
25,000
Facility Maintenance Reserve
25,000
2.%000
City Hall Remodel
24-49100-06
1
100,000
100,000
200,000
Facility Maintenance Reserve
100,000
100,000
200,000
Replacement - Emergency Generator FS #2
25-41900-01
1
35,000
35,000
Facility Maintenance Reserve
35,000
35,000
Replacement - Mini Split Unit QCTV
25-41900-02
1
6,500
6,500
Capital Equipment Reserve
6,500
6,500
Replacement - Water Heater ASN
25-41900-03
1
5,000
5,000
Facility Maintenance Reserve
5,000
5,000
Replacement- Fan Coil Unit ASN
2541900-04
1
6,500
6,500
Facility Maintenance Reserve
6,500
6,500
Replacement - Garage Door Springs FS #2
25-41900-05
1
18,000
18,000
Facility Maintenance Reserve
18,000
18,000
Replacement - Salt Shed Roof
26-41900-01
1
30,000
30,000
Facility Maintenance Reserve
30,000
30,000
Replacement - Emergency Generator FS #3
26-41900-02
1
50,000
50,000
Facility Maintenance Reserve
50,000
50,000
Replacement - Fire Sprinkler System CH
28-41900-01
1
50,000
50,000
Facility Maintenance Reserve
50,000
50,000
Replacement - Fire Sprinkler System FS #1
28-41900-02
1
50,000
50,000
Facility Maintenance Reserve
50,000
50,000
Replacement - Fire Sprinkler System PW
28-41900-03
1
50,000
50,000
Facility Maintenance Reserve
50,000
50,000
Facility Management Total
427,000
226,000
140,000
65,000 220,000
1,078,000
Fire
Replacement -800 MHz Radios
24-42200-01 1 50,000
50,000
100,000
Capital Equipment Reserve
50,000
50,000
100,000
Replacement - Engine 31 #4800
24-42200-02 1 970,000
970,000
Equipment Bond
970,000
970,000
New - Forcible Entry Prop
25-42200-01 1
9,000
9,000
Capital Equipment Reserve
9,000
9,000
0
Department Project # Priority 2024 2025 2026 2027 2028 Total
New - Digital Fire Extinguisher Training System
25-42200-02
1
13,000
72,000
13,000
Capital Equipment Reserve
1,600,000
3,147,000
13,000
13,000
Replacement - Ford Interceptor #4827
26-42200-01
1
50,000
50,000
Capital Equipment Reserve
25-41420-01
1
50,000
20,000
50,000
Replacement - Grass Utility Vehicle (UTV) #4813
26-42200-02
1
45,000
45,000
Equipment Bond
20,000
45,000
45,000
Replacement - Grass & Rescue Vehicle
26-42200-03
1
300,000
10,000
300,000
Equipment Bond
10,000
300,000
300,000
Replacement - GMC Sierra #4826
27-42200-01
1
60,000
60,000
Capital Equipment Reserve
26-41420-01
3
60,000
60,000
Replacement - Engine 11 #4821
28-42200-01
1
Facility Maintenance Reserve
900,000
900,000
Equipment Bond
50,000
900,000
900,000
Replacement - Rescue 21 #4819
2842200-02
1
300,000
300,000
Equipment Bond
15,000
Facility Maintenance Reserve
300,000
300,000
Replacement -Tanker 21#4808
28-42200-03
1
400,000
400,000
Equipment Bond
400.000
400.000
Fire Total
1,020,000
72,000
395,000
60,000
1,600,000
3,147,000
(Information Technology
Replacement - HPE VMWare Server Hosts
25-41420-01
1
20,000
20,000
Capital Equipment Reserve
20,000
20,000
Replacement - Cameras for Security System
25-41420-02
1
10,000
10,000
Facility Maintenance Reserve
10,000
10,000
Replacement - Watchfire Sign City Hall
26-41420-01
3
50,000
50,000
Facility Maintenance Reserve
50,000
50,000
Replacement - Fiber between City Hall & PW
26-41420-02
2
15,000
15,000
Facility Maintenance Reserve
15,000
15,000
Information Technology Total
30,000
65,000
95,000
Park & Rec - Operations
Replace/Repair Play Structures - Various Parks
24-45000-01
1
200,000
200,000
200,000
200,000
200,000
1,000,000
General Fund
200,000
200,000
200,000
200,000
200,000
110001000
Replace/Repair Major Park Projects - Various Parks
24-45000-02
1
35,000
35,000
35,000
35,000
35,000
175,000
General Fund
35,000
35,000
35,000
35,000
35,000
175,000
Replacement - Toro Groundsmaster #561
24-45000-03
1
60,000
60,000
Capital Equipment Reserve
60,000
60,000
Replacement - One Ton Truck w/ Plow #569
24-45000-04
1
90,000
90,000
Capital Equipment Reserve
90,000
90,000
New - Trail Machine
24-45000-06
1
220,000
220,000
Equipment Bond
220,000
220,000
Replacement - Toro Groundsmaster #564
25-45000-03
1
80,000
80,000
Capital Equipment Reserve
80,000
80,000
Replacement - Sunshine Park Parking Lot
25-45000-04
1
50,000
130,000
180,000
Facility Maintenance Reserve
50,000
130,000
180,000
Replacement - One Ton Truck w/ Plow #577
25-45000-05
1
90,000
90,000
Capital Equipment Reserve
90,000
90,000
Replacement - Trackless MT5 #525
26-45000-03
1
200,000
200,000
Capital Equipment Reserve
200,000
200,000
Replacement - Truckster #548
26-45000-04
1
15,000
15,000
Capital Equipment Reserve
15,000
15,000
Replacement - Toro Zero -Tum Mower #09-592
27-45000-03
1
17,000
17,000
Capital Equipment Reserve
17,000
17,000
Department Project # Priority 2024 2025 2026 2027 2028 Total
Replacement - Toro Workman #566 27-45000-04 1 15,000 15,000
Capital Equipment Reserve 15,000 15 000
Replacement One Ton Truck w/Plow #13-501 2845000-03 1 90,000 90,000
Capital Equipment Reserve 90,000 90,000
Replacement - Belos Trail Machine #09-589 28-45000-04 1 230,000 230,000
Capital Equipment Reserve 230,000 230,000
Park & Rec - Operations Total 605,000 455,000 450,000 397,000 555,000 2,462,000
Park & Rec - Proiects
Annual Miscellaneous Park Projects
24-45001-01
Park Dedication Funds
25,000
Pine Hills North - Building and Shelter
24-45001-02
Donations
25,000
Park Dedication Funds
25,000
Park Irrigation Improvements
24-45001-03
Park Dedication Funds
Hills of Bunker Lake West Park Parking Lot Paving
24-45001-04
Park Dedication Funds
425,000
Prairie Knoll Park - Building Expand/Replace
25-45001-01
Park Dedication Funds
10,000
Fields of Winslow Cove - New Park
2545001-02
Park Dedication Funds
Sunshine Park Basketball Court Improvements
25-45001-06
Park Dedication Funds
400,000
Park Improvements - Zone B TBD
26-45001-02
Park Dedication Funds
Kelesy Round Lake Park Master Plan Additions
26-05001-03
Park Dedication Funds
Skate Park Expansion & Improvements
26-45001-04
Park Dedication Funds
27,000
Sunshine Parking Lot Lighting, West & South Lots
26-45001-05
Park Dedication Funds
New Piddeball Facility
26-05001-06
Park Dedication Funds
Park Improvements - Zone A TBD
27-45001-02
Park Dedication Funds
130,000
Pine Hills North Master Plan Additions
27-45001-03
Park Dedication Funds
Zone D Projects TBD
2845001-02
Park Dedication Funds
220,000
Pleasant Oaks Park Sidewalk
28-45001-03
Park Dedication Funds
220,000
Park & Rec - Projects Total
150,000
Sanitary Sewer
Rural Reserve - Area Analysis & Sanitary Sewer
24-48200-01
Assessments
Road & Bridge Funds
Sewer Revenue Bonds
1
Sewer Trunk Fund
Water Trunk Fund
Upgrade Controls at Sanitary Lift Stations
24-48200-02
Sanitary Sewer Fund
1 25,000
25,000
25,000
25,000
25,000
125,000
25,000
25,000
25,000
25,000
25,000
125,000
1 425,000
45,000
30,000
425,000
25,000
10,000
20,000
10,000
10,000
25,000
400,000
400,000
1 27,000
27,000
27,000
27,000
1 130,000
130,000
130,000
130,000
1
220,000
220,000
220,000
220,000
1
150,000
150,000
150,000
150,000
1
35,000
35,000
35,000
35,000
1
100,000
100,000
100,000
100,000
1
230,000
230,000
230,000
230,000
1
100,000
100,000
100,000
100,000
1
30,000
30,000
30,000
30,000
2
300,000
300,000
300,000
300,000
1
150,000
150,000
150,000
150,000
1
100,000
100,000
100,000
100,000
1
100,000
100,000
100,000
100,000
1
4,000
4,000
4,000
4,000
607,000
430,000
785,000
275,000
129,000
2,226,000
1 150,000
4,370,000
4,520,000
1,600,000
1,600,000
75,000
75,000
2,770,000
$770,000
45,000
45,000
30,000
30,000
1 10,000
10,000
20,000
10,000
10,000
20,000
0\r�
Department Project # Priority 2024 2025 2026 2027 2028 Total
Sanitary Sewer Flow Meters
24-48200-03 1
95,000
24-49300-01
95,000
Sewer Trunk Fund
24-43100-01
95,000
Annual Pavement Markings
95,000
Sanitary Sewer Lift Station Pump Replacement
24-48200-04 1
50,000
55,000
105,000
Sanitary Sewer Fund
Annual Street Reconstruction
50,000
55,000
105,000
Crooked Lake Blvd Sanitary Sewer Lining Project
25-48200-02 1
25-43100-02
1,000,000
1,000,000
Sewer Trunk Fund
26-43100-01
Equipment Bond
1,000,000
1,000,000
Replacement - One Ton Truck w/ Plow #13-094
2748200-01 1
Replacement -1 Ton Truck w/ Plow #13-102
90,000 90,000
Sanitary Sewer Fund
315,000
Replacement - Aerial bucket truck #00-139
27-43100-02
90,000 90,000
Replacement -1/2 Ton Truck #13-091
28-48200-01 1
28-43100-01
Equipment Bond
70,000 70,000
Sanitary Sewer Fund
2843100-02
Equipment Bond
70.000 70.000
Sanitary Sewer Total
Storm Sewer
Storm Sewer Improvements 24-48300-01 1
Storm Sewer Fund
Storm Sewer Total
73,000
Annual Street Crack Seal Project
24-49300-01
Streets - Equipment
Replacement - Dump truck w/ Snow removal #198
24-43100-01
Sanitary Sewer Fund
Annual Pavement Markings
Storm Sewer Fund
Road 8 Bridge Funds
Water Fund
Curb, Sidewalk and Pedestrian Ramp Replacement
Replacement - Dump Truck w/ Snow removal #200
24-43100-02
Equipment Bond
Annual Street Reconstruction
Replacement - Sign Truck #08-408
2543100-01
Capital Equipment Reserve
Replacement - One Ton Truck w/ Plow #134
25-43100-02
Capital Equipment Reserve
105,000
Replacement - Dump Truck w/ Snow removal #201
26-43100-01
Equipment Bond
Replacement - Dump Truck w/ Snow removal #202
26-43100-02
Equipment Bond
Replacement -1 Ton Truck w/ Plow #13-102
27-43100-01
Capital Equipment Reserve
315,000
Replacement - Aerial bucket truck #00-139
27-43100-02
Capital Equipment Reserve
Replacement - Dump Truck w/Snow removal #203
28-43100-01
Equipment Bond
Replacement Dump Truck w/Snow removal #204
2843100-02
Equipment Bond
Streets - Equipment Total
Streets - Roadways
73,000
Annual Street Crack Seal Project
24-49300-01
Construction Seal Coat Fund
368,000
Road & Bridge Funds
Annual Pavement Markings
24-49300-02
Road 8 Bridge Funds
315,000
Curb, Sidewalk and Pedestrian Ramp Replacement
24-49300-03
Road & Bridge Funds
Annual Street Reconstruction
24-49300-04
Assessments
305,000 5,435,000 90,000 70,000 5,900,000
70,000 73,000 74,000 75,000 76,000 368,000
70,000 73,000 74,000 75,000 76,000 368,000
70,000
73,000
74,000
75,000
76,000
368,000
1 315,000
315,000
105,000
105,000
105,000
105,000
105,000
105,000
1 315,000
315,000
315,000
315,000
1
70,000
70,000
70,000
70,000
1
90,000
90,000
90,000
90,000
1
310,000
310,000
310,000
310,000
1
310,000
310,000
310,000
310,000
1
90,000
90,000
90,000
90,000
1
200,000
200,000
200,000
200,000
1
320,000
320,000
320,000
320,000
1
320,000
320,000
320,000
320,000
630,000
160,000
620,000
290,000
640,000
2,340,000
1 210,000
220,000
230,000
240,000
250,000
1,150,000
10,000
10,000
10,000
10,000
10,000
50,000
200,000
210,000
220,000
230,000
240,000
1,100,000
1 64,000
66,000
69,000
72,000
75,000
346,000
64,000
66,000
69,000
72,000
75,000
346,000
1 115,000
120,000
125,000
130,000
135,000
625,000
115,000
120,000
125,000
130,000
135,000
625,000
1 2,400,000
1,900,000
1,630,000
1,300,000
3,700,000
10,930,000
600,000
480,000
407,500
330,000
930,000
2,747,500
0
Department Project # Priority 2024 2025 2026 2027 2028 Total
Road & Bridge Funds
1,800,000
1,420,000
1,222,500
970,000
2,770,000
8,182,500
Municipal State Aid Routes/Mill & Overlay
24-49300-05
1 380,000
706,000
486,000
500,000
500,000
2,572,000
Assessments
100,000
38,000
107,000
97,000
125,000
125,000
492,000
Municipal State Aid Funds
100,000
342,000
599,000
389,000
375,000
375,000
2,080,000
Street Mill & Overlay
24-49300-06
1
1,000,000
1,000,000
1,000,000
100,000
3,000,000
Assessments
500,000
Rehabilitation of Wells
250,000
250,000
250,000
90,000
750,000
Road & Bridge Funds
Water Fund
750,000
750,000
750,000
2,250,000
Gravel Road Improvements
24-49300-07
1 21,000
22,000
23,000
24,000
25,000
115,000
Road & Bridge Funds
21,000
22,000
23,000
24,000
25,000
115,000
Municipal State Aid Routes / New & Reconstruct
24-49300-08
1 650,000
880,000
540,000
2,870,000
4,940,000
Assessments
45,000
220,000
135,000
400,000
1
755,000
Municipal State Aid Funds
650,000
660,000
405,000
2,470,000
3,000,000
4,185,000
Intersection Upgrades
24-49300-09
1 285,000
3,800,000
200,000
1,345,500
2,000,000
6,285,000
County Reimbursement
Water Fund
190,000
1,345,500
540,500
200,000
390,000
Grant
24-48100-08
1
$937,600
12,000
1,600,000
4,537,600
Municipal State Aid Funds
285,000
672,400
200,000
24,000
200,000
1,357,400
Street Full Depth Reclamation
24-49300-10
1 2,460,000
10,000
Water Fund
1,000,000
3,460,000
Assessments
515,000
10,000
Fiber Optic Upgrade For City Wells
24-48100-10
250,000
865,000
Road & Bridge Funds
1,845,000
Water Fund
750,000
2,595,000
Pavement Rejuvenator Application
24-49300-11
1 150,000
100,000
100,000
100,000
100,000
550,000
Road & Bridge Funds
Water Fund
150,000
100,000
100,000
100,000
100,000
550,000
Streets - Roadways Total
6,735,000
8,814,000
4,403,000 6,236,000 7,785,000
33,973,000
Water
Replacement -Residential Meters
24-48100-01
1
100,000
100,000
100,000 100,000 100,000
500,000
Water Fund
100,000
100,000
100,000 100,000 100,000
500,000
Water Main Gate Valve Rehabilitation
24-48100-02
1
100,000
100,000
100,000 100,000 100,000
500,000
Water Trunk Fund
100,000
100,000
100,000 100,000 100,000
500,000
Rehabilitation of Wells
24-48100-03
1
180,000
90,000
270,000
Water Fund
180,000
90,000
270,000
WTP High Service Pump Maintenance
24-48100-04
1
150,000
75,000
225,000
Water Fund
150,000
75,000
225,000
Replacement - WTP Valve Actuators
24-48100-05
1
55,000
45,000
100,000
Water Fund
55,000
45,000
100,000
Water Main Improvements
24-48100-06
1
3,000,000
3,000,000
Water Trunk Fund
3,000,000
31000,000
WTP Radon Mitigation
24-48100-07
1
1,345,500
540,500
1,886,000
Water Fund
1,345,500
540,500
1,886,000
Security Cameras at Towers and Well Houses
24-48100-08
1
12,000
12,000
24,000
Water Fund
12,000
12 000
24,000
Update Logic Controls at City Wells
24-48100-09
1
10,000
10,000
Water Fund
10,000
10,000
Fiber Optic Upgrade For City Wells
24-48100-10
1
10,000
10,000
Water Fund
10,000
10,000
Replacement - WTP Flow Meters
24-48100-11
1
40,000
45,000
85,000
Water Fund
40,000
45,000
85,000
WTP Door Access Control -Security System
24-48100-12
1
25,000
25,000
Water Fund
25,000
25,000
Replacement - Water Testing Equipment
24-48100-13
1
7,500
7,500
Water Fund
7,500
7,500
Fiber Optic Conduit Installation
24-48100-14
1
300,000
300,000
Sewer Trunk Fund
60,000
60,000
Water Trunk Fund
240,000
240,000
DO Probes for Biological Treatment
24-48100-15
1
35,000
35,000
Department Project # Priority 2024 2025 2026 2027 2028 Total
Water Fund
35,000
35,000
Red Oaks Manor Water Main Improvements
24-48100-16
1
6,100,000
6,100,000
St of MN
6,100,000
6,100,000
Replacement - Plate Settler Plates
25-48100-01
1
180,000
180,000
Water Fund
180,000
180,000
Replacement - 2003 Chevrolet S-10 #77
25-48100-02
1
70,000
70,000
Water Fund
70,000
70,000
New - Backup Generator at Well #4
25-48100-03
1
80,000
80,000
Water Fund
80,000
80,000
Replacement - Well #3 Air handler/conditioner
25-48100-04
1
17,000
17,000
Water Fund
17,000
17,000
Replacement - Radiant Heaters WTP Garage
26-48100-01
2
20,000
20,000
Water Fund
20,000
20,000
Replacement - WTP HSP Room A/C
26-48100-02
1
80,000
80,000
Water Fund
80,000
80,000
Replacement - WTP Make Up Air Unit
27-48100-01
1
35,000
35,000
Water Fund
35,000
35,000
Construct Water Treatment Plant #2
28-48100-01
1
10,000,000
10,000,000
Water Revenue Bonds
10,000,000
10,000,000
Replacement - AirCompessor
28-48100-02
1
20,000
20,000
Water Fund
20,000
20,000
Water Total
11,650,000
1,174,500
300,000
235,000 10,220,000
23,579,500
GRAND TOTAL 23,189,000 18,864,500 8,957,000 8,506,000 23,166,000 82,682,500
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:
FROM:
SUBJECT
DATE:
Mayor and Council Members
Jim Dickinson, City Administrator
Discuss/Review City Strategic Plan Implementation/Budget
May 28, 2024
ACTION REQUESTED
The City Council is requested to review this staff report and the attached City of Andover Strategic
Plan. The Council is asked to receive a brief presentation from staff and to then participate in an
interactive review of the staff report and strategic plan. This staff report is intended to provide
baseline material for some following workshop agenda items.
INTRODUCTION
As the 2024 Budget Development process concluded in November 2023, the Council shared
concerns regarding future funding of City priorities, such as public safety related issues and roads.
The Council wanted to start discussion early in 2024 regarding public safety and transportation
with the goal of being able to prepare a 2025 budget to manage the potential funding needed as
both are vital services the City provides. That process! started at the January 2024 Workshop as the
Council wanted to review the City financial proforma and strategic plan in detail before getting
too far into the 2025 Budget Development process.
Much the same as previous 2024 workshops reviews, City Administration/Finance will be at the
workshop to guide the Council through the staff reports and answer questions of the Council,
reviewing the 2025 Budget Development Guidelines will be done at the workshop as its own
separate agenda item.
DISCUSSION
During the 2023 Budget Development process, the Council did contemplate a strategic planning
process in 2023. Also, a strategic planning process was consistent with the following 2024 budget
development guidelines:
-Continued commitment to strategic planning targeted toward meeting immediate and
long-term operational, staffing, infrastructure and facility needs.
-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.
On May 25, 2023, and June 8, 2023, the Andover City Council and Staff Leadership Team
convened work sessions with Facilitator Phil Kern for the purpose of updating its long-term vision,
organizational values, external values, and short-term goals.
The outcome of those sessions is summarized in the attached "City of Andover Strategic Plan. "
Infrastructure/Transportation:
During the 2024 Budget Development process, the Council used the following 2024 budget
development guidelines:
-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.
-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.
Also, the City of Andover Strategic Plan identifies the following as a major short-term initiative:
"Review and update street capital improvement plan, including funding and implementation &
Prioritize the timely replacement of equipment and commitment to necessary maintenance of
equipment and municipal facilities."
In response, throughout 2024 Budget Development process various city committees met,
performed analysis, and made recommendations on equipment needs and other capital projects to
the City Council as part of the 2024-2028 Capital Improvement Plan (CIP) development process.
The 2024-2028 CIP was adopted after a public hearing at the September 19, 2023, City Council
meeting.
Looking ahead, detail analysis has already started relative to City streets and a review of conditions
and needs of the city street system was presented by City Engineering and Public Works at the
March 2024 workshop. At that March 2024 workshop, the City of Andover Road Ratings were
reviewed and forecasted costs were provided.
Also, covered at the March 2024 workshop was a review of transportation funding by
Administration/Finance, this included potential revenue sources and corresponding tax impacts.
At the April 2024 workshop discussion included analysis of assessment rates (urban and rural),
utility franchise fees, bonding options, and property tax impacts. Administration/Finance will be
continuing this discussion with the Council at this workshop meeting.
Public Safety:
The City of Andover Strategic Plan identifies the following as a major short-term initiative,
"Evaluate staffing and level of service for Fire, EMS, and Sheriff's Office to provide effective fire
and rescue response." In response, the City has initiated a Request For Proposal (RFP) process
seeking an independent firm that specializes in reviewing Fire and EMS service. Proposals were
due on May 17th. Council will receive an update on RFP submissions at the May workshop
and it is anticipated the Council will award a contract at a June regular City Council
meeting. The RFP that proposing firms responded to can be found here:
https://www.andovermn.gov/531/Bids-Request-for-Proposals .
Also related, at the February workshop, the Council met with the Andover Firefighters Relief
Association where a presentation along with stories and personal impacts behind the numbers was
provided by members of the Relief Board. Council direction from that meeting was for
Administration to gather additional data and for the Council to discuss a Fire Relief contribution
and Firefighter pay at a future workshop. Under a separate workshop agenda item, City
Administration will share to -date research, conversations with other communities, and analysis.
submitted,
— City of Andover Strategic Plan
Citv of Andover Strategic Plan
Vision - Values - Goals
Community Slogan
"Andover: A Safe, Vibrant Community"
Vision Statement
Andover is a safe, healthy community that strives for excellence in quality of life for its citizens and
businesses through recreational opportunity, quiet neighborhoods, civic involvement, strategic
partnerships, fiscal responsibility, and environmental stewardship.
Long -Term Organizational Values
e Excellence and quality in the delivery of services.
The City of Andover exists to provide quality services to the public in a professional and cost-
effective manner.
e Fiscal Responsibility
The City of Andover believes that fiscal responsibility and prudent stewardship of public funds is
essential if citizens and businesses are to have confidence in government.
e Ethics and Integrity
The City of Andover believes that ethics and integrity are the foundation blocks of public trust and
confidence and that all relationships are built on these values.
e Treating our citizens and businesses as our customer
The City of Andover believes that its citizens and businesses are its customers and, as such,
should be treated with courtesy, respect, and integrity.
e Open and honest communication
The City of Andover believes that open and honest communication with each other and the public
we serve is the key to having an effective organization and informed citizens.
e Prioritizing people
The City of Andover believes that talented and well -supported officials and employees operating
in a strong organizational culture provides stability, creativity, and excellence in delivery of
service.
e Maintaining organizational flexibility and adaptability
The City of Andover believes that organizational flexibility and adaptability are key to meeting the
changing and evolving needs of the community.
Long-Term External Values
• Establish and maintain a common community identity.
• Provide city services that are accessible and lead to a healthy community.
• Be a desirable place to live.
• Enhance communication with the public and support processes that involve citizen engagement.
• Develop and update the City's capital improvement program.
• Broaden and preserve the City's tax base.
• Balance and prioritize provision of city services with available resources.
• Respect the environment.
Top Priority Short -Term Goals
• Develop and implement succession plans, identifying and establishing appropriate depth within
each department and mentoring employees to gain organizational capacity.
• Implement actions related to staff retention and attraction in order to keep the City market
competitive (compensation, benefits, etc.).
• Evaluate staffing and level of service for Fire, EMS, and Sheriff's Office to provide effective fire
and rescue response.
• Review and update street capital improvement plan, including funding and implementation.
• Prioritize the timely replacement of equipment and commitment to necessary maintenance of
equipment and municipal facilities.
• Explore, identify gaps, and strengthen critical infrastructure.
• Develop and implement additional youth activity programming at the Andover Community Center.
• Continue to enter into collaborative agreements and partnerships when mutually beneficial.
Secondary, Opportunity Short -Term Goals
• Develop community activities to help strengthen a common community identity.
• Accomplish the development of a Master Campus Plan.
• Support activities to encourage business growth.
• Encourage local resident entrepreneurship.
• Evaluate the process of extending water within the MUSA.
9 C I T Y 0 ' 5 0q,
LNDOVER* 61
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: Discuss City Transportation System Funding
DATE: May 28, 2024
ACTION REQUESTED
The City Council is requested to review this staff report, receive a presentation and provide
directions to staff.
DISCUSSION
Consistent with the new strategic plan, the City is to `Review and update street capital
improvement plan, including funding and implementation."
Detail analysis has already started relative to City streets and a review of conditions and needs of
the city street system was presented by City Engineering and Public Works at the March 2024
workshop. Also at that March 2024 workshop, the City of Andover Road Ratings were reviewed
and forecasted costs were provided. Following that was a review of transportation funding by
Administration/Finance, this included potential revenue sources and corresponding tax impacts.
Direction was provided for future workshop discussions to include analysis of assessment rates
(urban and rural), utility franchise fees, bonding options, and property tax impacts.
At the April 2024 workshop discussion included analysis of assessment rates (urban and rural),
utility franchise fees, bonding options, and property tax impacts. Administration/Finance will be
continuing this discussion with the Council at this workshop meeting focusing on the totality
of fiscal impact on residents of each funding option using the attached spreadsheets.
Background Information - Franchise Fees:
Administration/Finance research into franchise fees through gas and electric utilities and looking
at a fixed fee franchise rate shows a franchise fee would yield around $280, 000 per year with a $1
franchise fee per utility per user per month and if that were increased to $4 per utility it would
yield approximately $1,100, 000 per year. That revenue could be used as it comes in or the revenue
could be pledged to a 10 year bond issuance between $8.4m to $11 m depending on assessment
involvement.
Franchise Fee Background Information:
Many cities across the State of Minnesota charge franchise fees to utility service providers as an
alternative means to raise revenues for the City's general fund or for a specific project. The
franchise fees are usually a fixed amount charged per month in most communities, but in some
cases are they are based on a percentage of gross revenues, at a rate per kilowatt hour or therm.
The fees may also factor in usage tiers. Generally, fees will vary by type of customer — whether it
be residential or commercial — and they may be capped per customer. In all instances the fees are
billed on the premises and not per meter.
The following outline is as a franchise fee could pertain to the City of Andover:
Franchise Fees — Summary
• Fee to utility providers (Gas & Electric) for use of public right of way
o Typically passed through to utility customers
• Used by many Minnesota cities to fund specific projects.
• A common alternative to taxes for funding street reconstruction
Franchise Fees - Benefits of
• Reliable and stable source of revenue
• Not subject to loss of revenue due to State budget issues
• Growth in revenues is proportional to growth in business activity and population.
• New entities immediately begin contributing.
• Tax exempt properties contribute.
• Opportunity to balance financial obligations between payer classes.
Franchise Fees - Disadvantages of
• May be viewed as another tax.
• May be perceived as a means of generating revenues without annual notification.
• May be unpopular with certain user classes.
• May be opposed by non -profits.
Franchise Fees - Implementation Process
• The city adopts ordinance for each provider enacting the fee.
o Contains terms of fees, and effective and expiration dates
• CenterPoint Energy requests a certified copy of the action 90 days in advance of the first
collection
o Providers must provide 60 -day notice to the Public Utilities Commission (PUC) for
change in fees.
• Connexus will require proper notification but is not subject to PUC requirements.
• Fees are collected monthly or quarterly and remitted to the City.
Franchise Fees - Utility Classifications
• Each utility provider has unique classifications (residential & commercial)
o Classifications differ by both utilities and providers.
o Residential, various Commercial, and Demand/Interruptible
• Providers charge monthly fixed fees and usage rates.
• Schools, churches and hospitals are classified as commercial.
Franchise Fees - Miscellaneous
• Most cities' fee structures are fixed but are initially developed from a percent of the
utilities' gross revenues.
• Fixed fees are preferable because they will not fluctuate monthly based on energy
consumption.
Discussion - Assessments:
At the April 2024 workshop Administration/Finance presented analysis of assessment rates
(urban and rural)," by providing background on an Urban/Rural split of the community.
Administration described the Urban/Rural split of the community by breaking out properties
inside the Metropolitan Urbans Service Area (MUSA) as urban and those outside the MUSA as
rural. By using a data dump from the City's GIS mapping it was shown that there are 8,717
parcels with $3,504,821,200 of taxable market value inside the MUSA and 3,409 parcels with
$1.412.668,716 of taxable market value outside the MUSA boundary. In summary, for
residential properties with homes, Rural average (outside the MUSA) is currently approximately
$468,000 and Urban average (inside the MUSA) is currently approximately $404,000.
Bond Proceeds
Term
CITY OF ANDOVER
Street Reconstruction Bond Options
Option 1 Option 2
Annual Levy &
Annual Levy Assessments
$ 7,635,000
10 Yrs
$ 7,635,000
10 Yrs
Option 3 Option 4
Franchise Fees &
Franchise Fees Assessments
$ 8,415,000
10 Yrs
$ 10,985,000
10 Yrs
Franchise Fees &
Payment Source Levy Levy & Sp Assess Franchise Fees Sp Assess
Annual Amount
Levy
$1,000,000
$760,000
$0
$0
Special Assessments
$0
$242,000
$0
$330,000
Franchise Fees
$0
$0
$1,100,000
$1,100,000
Annual Increase on $400k Home
Levy
$78.48
$59.48
$0
$0
Franchise Fee
$0
$0
$96
$96
Certificates of Indebtedness
2016A G.O. Equipment Certificates
2020A G.O. Equipment Certificates
2021 A G.O. Equipment Certificates
2024 Equipment Certificate -
2026 Equipment Certificate -
2028 Equipment Certificate -
2030 Equipment Certificate -
2032 Equipment Certificate -
2034 Equipment Certificate -
Subtotal
Capital Improvement Bonds
2018A G.O. Cap Improv Plan Bonds
Transfer from Water & Sewer EF
2031 G.O. CIP Bonds ?????
Subtotal
Referendum Bonds
Open Space Referendum Bonds
Street Bonds
2021 A G.O. Street Recon
Transfer from PIR Fund
Special Assessments
2025 G.O. Street Recon ???` ?
Subtotal
Community Center Abatement Bonds
2012C G.O. Abatement Bonds
"Transfer from Operations
2019A GO Tax Abatement Bonds
*Transfer from Park Dedication ($lin)
Subtotal
DEBT SERVICE LEVY
184,199 151,078 -
Actual
1,001,003
1,003,863
1,001,658
CITY OF ANDOVER
1,001,553
1,003,548
999,086
998,844
(401,003)
Long Range
Debt Levy & General Fund
Impacts
(100,000)
(100,000)
(50,000)
(50,000)
2028
2029
Moved to Road
& Bridge Levy
2020
2021
2022
2023
2024
2025 2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
62,440,488
64,313,703
143,373
68,230,408
70,277,320
72,385,639
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
350,000
406,224
374,850
376,740
600,000
603,863
651,658
1,649,138
1,701,553
1,703,548
1,749,086
1,748,844
1,000,000
1,000,000
1,000,000
1,000,000
170,000
170,000
174,773
174,825
176,715
1,768,170
1,889,277
2,893,110
2,966,672
2,971,592
3,090,975
3,089,263
2,363,634
2,366,784
3,414,212
3,416,574
3,438,214
2,439,198
450,000
450,000 450,000
450,000
-
-
1,269,824
1,268,689
1,265,513
1,265,404
1,273,309
1,274,070
1,278,900
-
-
-
-
200,000
200,000
200,000
200,000
-
-
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
-
-
-
-
1,176,236
525,000
525,000
525,000
525,000
-
-
1,174,320
1,178,258
1,177,628
1,175,738
1,177,838
1,176,998
1,175,370
1,178,205
1,174,845
(175,146)
(202,604)
225,000
225,000
225,000
225,000
-
-
-
Revenues
-
-
-
-
-
-
1,977,870
1,950,229
1,988,693
600,000
600,000
600,000
600,000
2,139,833
2,143,662
2,150,937
2,149,808
2,156,738
1,176,998
1,175,370
1,178,205
1,174,845
3,089,045
3,133,875
3,751,062
3,766,698
250,000
250,000
493,373
576,224
544,850
551,513
624,825
626,715 650,000
650,000
725,000
725,000
750,000
750,000
825,000
825,000
850,000
850,000
989,325
233,634
478,903
501,644
662,819
658,094
658,094
662,557 660,419
663,344
662,189
660,719
658,934
662,084
659,512
661,874
658,514
659,498
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300) (45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
(45,300)
10,284,742
10,242,387
10,321,533
10,528,588
10,870,213
11,353,334
11,985,148
12,773,136
13,725,071
Fund Balance % of Expenditures
77.88%
975,000
975,000
975,000
975,000
433,603
456,344
617,519
612,794
612,794
617,257 615,119
618,044
616,889
615,419
613,634
616,784
1,589,212
1,591,574
1,588,214
1,589,198
184,199 151,078 -
* Dependent upon operational revenues exceeding operational expenditures
Actual
1,001,003
1,003,863
1,001,658
999,138
1,001,553
1,003,548
999,086
998,844
(401,003)
(200,000)
(150,000)
(150,000)
(100,000)
(100,000)
(50,000)
(50,000)
2028
2029
Moved to Road
& Bridge Levy
2032
2033
2034
2035
-
(200,000)
(200,000)
(200,000)
(200,000)
(200,000)
(200,000)
(200,000)
57,141,892
58,856,149
60,621,833
62,440,488
64,313,703
66,243,114
68,230,408
70,277,320
72,385,639
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
1,873,215
1,929,411
1,987,293
600,000
603,863
651,658
1,649,138
1,701,553
1,703,548
1,749,086
1,748,844
1,000,000
1,000,000
1,000,000
1,000,000
1,000,000
3.00%
1,111,175
1,183,646
1,762,369
1,768,170
1,889,277
2,893,110
2,966,672
2,971,592
3,090,975
3,089,263
2,363,634
2,366,784
3,414,212
3,416,574
3,438,214
2,439,198
1,276,780
1,273,263
1,274,628
1,269,745
1,273,650
1,269,824
1,268,689
1,265,513
1,265,404
1,273,309
1,274,070
1,278,900
-
-
-
-
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
(300,000)
-
-
-
-
1,176,236
1,179,570
1,177,208
1,178,783
1,178,783
1,177,208
1,179,308
1,174,320
1,178,258
1,177,628
1,175,738
1,177,838
1,176,998
1,175,370
1,178,205
1,174,845
(175,146)
(202,604)
(163,143)
(150,000)
(150,000)
(159,107)
-
-
-
Revenues
-
-
-
-
-
-
1,977,870
1,950,229
1,988,693
1,998,528
2,002,433
1,987,925
2,147,997
2,139,833
2,143,662
2,150,937
2,149,808
2,156,738
1,176,998
1,175,370
1,178,205
1,174,845
3,089,045
3,133,875
3,751,062
3,766,698
3,891,710
4,881,035
5,114,669
5,111,425
5,234,637
5,240,200
4,513,442
4,523,522
4,591,210
4,591,944
4,616,419
3,614,043
14,975,613
44,830
617,187
15,636
125,012
989,325
233,634
(3,244)
123,212
5,563
(726,758)
10,080
67,688
734
24,475
(1,002,376)
0.76%
1.45%
19.69%
0.42%
3.32%
25.42%
4.79%
-0.06%
2.41%
0.11%
-13.87%
0.22%
1.50%
0.02%
0.53%
-21.71%
* Dependent upon operational revenues exceeding operational expenditures
Actual
Actual
Actual
Actual
Estimate
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
Tax Capacity Value
36,099,539
37,366,775
40,210,548
50,267,978
52,292,926
53,861,714
55,477,565
57,141,892
58,856,149
60,621,833
62,440,488
64,313,703
66,243,114
68,230,408
70,277,320
72,385,639
1,267,236
2,843,773
10,057,430
2,024,948
1,568,788
1,615,851
1,664,327
1,714,257
1,765,684
1,818,655
1,873,215
1,929,411
1,987,293
2,046,912
2,108,320
3.51%
7.61%
25.01%
4.03%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
Gross Tax Levy
14,479,586
14,913,945
16,107,254
17,073,084
18,097,274
18,640,192
19,199,398
19,775,380
20,368,641
20,979,701
21,609,092
22,257,364
22,925,085
23,612,838
24,321,223
25,050,860
434,359
1,193,309
965,830
1,024,190
542,918
559,206
575,982
593,261
611,059
629,391
648,273
667,721
687,753
708,385
729,637
3.00%
8.00%
6.00%
6.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
General Fund
Revenues
12,686,944
12,813,448
13,457,704
14,804,988
14,506,539
14,941,735
15,389,987
15,851,687
16,327,237
16,817,055
17,321,566
17,841,213
18,376,450
18,927,743
19,495,575
20,080,443
1.00%
5.03%
10.01%
-2.02%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
3.00%
Expenditures
12,395,879
12,841,424
13,119,829
13,219,879
14,975,613
15,312,564
15,657,097
16,009,382
16,369,593
16,737,909
17,114,512
17,499,588
17,893,329
18,295,929
18,707,587
19,128,508
3.59%
2.17%
0.76%
13.28%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
2.25%
Fund Balance
9,654,518
9,626,466
9,964,341
11,549,450
11,080,376
10,709,547
10,442,437
10,284,742
10,242,387
10,321,533
10,528,588
10,870,213
11,353,334
11,985,148
12,773,136
13,725,071
Fund Balance % of Expenditures
77.88%
74.96%
75.95%
87.36%
73.99%
69.94%
66.69%
64.24%
62.57%
61.67%
61.52%
62.12%
63.45%
65.51%
68.28%
71.75%