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HomeMy WebLinkAboutWK August 28, 2001 ,- \ J CITY OF ANDOVER 1685 CROSSTOWN BOULEVARD N.W. . ANDOVER, MINNESOTA 55304 · (763) 755-5100 FAX (763) 755-8923. WWW,C1.ANDOVER,MN.US Special City Council Workshop - Tuesday, August 28, 2001 Conference Room A Call to Order - 7:00 PM Discussion Items - 1. 2002 Budget Workshop \ '. ./ 2. Other Business Adjournment ~ CITY OF ANDOVER 1685 CROSSTOWN BOULEVARD N.W,. ANDOVER, MINNESOTA 55304. (763) 755-5100 FAX (763) 755-8923. WWW.CI.ANDOVER.MN.US CITY COUNCIL WORKSHOP 2002 BUDGET WORK SESSION CITY HALL CONFERENCE ROOM A August 28,2001 - 7:00 p.m. TENTATIVE AGENDA 1) CALL TO ORDER - - 2) 2002 BUDGET PRESENTATION ) 3) 2002 BUDGET MESSAGE - Highlights 4) FISCAL REVIEW - Finance Department 5) COUNCIL DISCUSSION AND QUESTIONS 6) ACTION ITEMS a. September 4, 2001 Council Meeting 7) OTHER BUSINESS 8) ADJOURN . J " , t' ~ , ;r'-;-- /. r-","'.:T;? \ '.. \, - ".:,' :, '0 .'.. , _ j. ..1,":;';;' '\" ,,' , .' / r "-1 ~ #....~~~. ~;~ ',- .,z,'>" ,~.J /' _ > 1-' ~1'~'\f~:-r:;(. ~,L"j l ...:, . ~ ~~. 'l~.J~'J,\Gj~,,)C~: ~jl.\.'.., ~I ... ; __ - .I J/ ~,.,. -- I ~ '.~' I' I - ( 'J III(J -..... f/'", '7 ;~..: '~!. .!. .' ~.;;... .i ~t ' , " ,. ,,, ~-:" .~ ,"'- '~"^/" ,J'" ~~ .__:1....;;g.,..~~ ....~_ ",-l~,- "'--:;".,. .l0.7 "'-- ~ --" ""- , .. City of Andover Council Budget Workshop - August 28,2001 j r'lt!~tll~tl~~~?fi'ft~~l~I~;I~il ~(:;wioei(a(1g~,bf~$$'enlialpuollc'%;\;',\#~ . Legislative Changes r.t . Council Guidelines .. Property Tax Impact e Growth Implications : ""ffi''''ti''''''''''''.f ''''''l'^'''''lf''.',hl'li:' '." ,. Tax Levy ~. 'j~;':::~f\(Y,1k'Bfn2;~$i)g;~g'JrY7i,,:~,~\(i!}; ,% :;,tqY,~)W~:RH/IJQ:~~~.~t9~FB.~..9(9m~~-:~:Y~:h;,:: ~( ,. Revenues ,'.. e Fiscal Trends . City Expenditures , ,,,service, e Ivery.,,,,,,,,,,,....,,,,, .'.."",,,,,,,<,,, / 1 J 1 - \ I , ~" ~ "t,- ~...... ,,\. ,;.".,. & ',. /"'Kf>'~' ',..". /" ,. II. ',>' , '.LY" " _''';'' ~ ,I' ~ ,L "'0:.' ....I"LJ{..... 0,. '\ .,...... ......., ..~ J(" , 0 . ,}. .1 ..~.:-,.y , ", "_ "'. , t'" '. - 1 (1 ~ ~ V ~ . ~ :..): :...;~, ~ ~' ,,~., I ~ I ,......., -'-........ 'r;;J.';); ". \" :",,- " ("1 _ ' '~'-~!o.i.;,jf~:";"'I~ ~;~l.~_ ~~_ I. _.Ii J" ,...... "-.. _. The 2001 Legislature had the following effects: . The property tax will more closely reflect the costs of delivering local services. such as police and fire protection, parks and recreation, Inspections, etc. . The state will provide school districts with direct funding, so there will no longer be a general education levy on the property tax bill, with the exception of referendum approved levies . Eliminated Local Government State Aid (HACA) Requiring the City to "Levy Back" the loss of $489,896 on to the property tax levy . Once again, Class Rates were Compressed on Residential and Commercial Real Estate which Translated Into an Adjusted $4,000,000 loss of tax capacity value . Provided essentially no Increase In the City's Local Government Aid allocation . Phase out of Limited Market Value . Funded the costs of transit services dlrectly,jhrough the state, rather than from the property tax , \ I f' 'I'~"'" \""" ". ., .. ' " c." ,- .-..>>"" \\. ." ,',(' ., "'.1 --' .- r J . ,:;:~":>~;JS!~"i.'" " ;/..:~ :./ . ~ r~'" - "',~J . ! ," "f) .~ r ~ . ,_,.;';",,, ~ ~ (' if (';11 ~, ~ ,~ ..' t J I I .. ~':'" ---... -~"" J;::-::=~' -,', , i~ ,.' ;-.$... . .n -~ ~1' .. " -......:. 1/) \ ..:;0'1. .... NT,," '# ../6 ' ...... ". -'.. . '.,./~ J,e ,..... _ ~_ ~.;/>,'~,.. j,,___ j.~_ 1,.,( , ", _ . ty rate to a percentage level no greater than the annual Increase In the consumer price Index for the previous calendar year (2000 CPI= 3,4%), while providing for the cost-effective delivery of public services to a rapidly growing residential populatlon.Ill 2) A fiscal goal that works toward establishing the general fund balance for working capital at no less than 30% of planned 2002 general fund expenditures. - The proposed 2002 budget keeps fund balance reserves at a fiscally healthy 33.8% exceedIng Council guIdelInes. 3) A commitment to maintain the 2002 debt levy at no more than 25% of the total levy. - The proposed 2002 budget establIshes the debt levy at 9.8% of the total levy. ill Due to changes enacted by the legislature in the 2001 legislative session, state aid in the form of homestead and agricultural credit aid (HACA) was eliminated as a City revenue source. The legislature provided each city with the abl7ity to "'levy back'" this aid under their general tax levy. Similarly, local government aid (LGA) increases were substantially under the rate of inflation. Finally, changes in the state's tax class rate formula significantly reduced the city's tax capacity valuation, leaving 8 substantially reduced tax capacity base. The net effed of levying back for these changes wl7l be B substantial increase in the city's tax capacity rate percentage. Overa/f, however, city taxpayers should sl17l see a reduction In their overall property tax payments due to the state's takeover of the school education levy. '\ 2 ~ . . ; ~ / (' " / f# ".",. \. '-" " " ' ' I ' "~r '\:: . ." ',., I , , f t--.L- :;>'~-<;..'~:.~ :.~~ '.. . ":?~'''' Y , f~"l t -'#' ~, , "" "~ . i /' ~ 1 -.. ' 'l': :. ~ ' ,,-' j ~ L 1- \ ~ l\ t ~ ..~ 1 .- \"'''.) , ~ --. ~ I ~: ': .....-. ,~ ... ,'.-;?~ I . fJ' ~ "',.,... ," 9:' # '," I _ ~.;. , ~ ~l . , , ~ I .';.1>,"._ ';.' ".".. y:. .. _ I'" /ltf , - _ _. ~.."""~. '1"-'=_ ~Z,.t._, " - 4) A comprehensive review of the condition of capital equipment to ensure that the most cost-effective replacement schedule Is followed. _ The Proposed 2002 Budget recommends approximately $380,171 In capital equipment and Improvements. 5) A team approach that encourages strategic planning to meet immediate and long-term operational, staffing, infrastructure and facility needs. _ The Proposed 2002 Budget Is the product of a team approach by all departments to meet service goals and operational needs within available City resources. 6) A management philosophy that actively supports the implemen- tation of Council policies and goals, and recognizes the need to be responsive to changing community conditions/concerns. _ The Proposed 2002 Budget Is a reflection of conservative, yet reality. based budgeting In response to rapidly growing community needs. j iJ""'" / {;"-'''''' ~ '- 1"'- .,\" ., ,,'., ,. ~>:~.j. /.t~:.!r.._ '..' ',' ,I,. '. '.... / , , ,t,.-- ..~*"J.. "'--<'0,... . :/....... y; /' ' ( ,~',1f~i"""~ ;'~'f'[ tl) . 1',"'- ,-,,' '- - .......-':_. ',' r'i C .' ~ i<r [ , i:: " , iJ ~ : , -~ ' .,...',. '. . r l "'1 .' 1;- J..... 4," I '.', j." ,~......- ,. E" "- . ..'. .".. '."..... .;, . ".. ...... '" ,. "'X.' .),1/ 'tf " " - ~ _ _' \~ ~-,,'.it..........r.J' ". "J.,...,.~'"-- ,...;,~. I. -._ d . " , Growth Factor 1995 Mid.2001 Percent Population 20,497 28,000 27 Housing Units 6,300 8,600 27 Streets (miles) 150 170 13 Cul-de.sacs 155 300 93.5 Storm Sewer (miles) 18 26 44 Water Main (miles) 35 49 40 Sanitary Sewer 53 73 38 (miles) Developed Resd. 7750 8626 11.3 (acres) Undeveloped Resd. 14616 13740 (6) (acres) 3 , - . ~ \ , /c" / y" ,~,- ~' .-,' ., '. " _ ~ ," .:.J,.,.,.,JJ.., ' , -: >- _" .y ..... 1'1 . ..,.::~~. t-;', - "..;I ,", .' < l~""" . cy.,,)[~ .~.' ~',.. '. - -~...- ~,- - ,I, :::, {. r..." 'I tj ~; "l , 1 ~ J I', r : f ~- ", f... .. -/,,- /' '( 'l(j . ....." ~.~ "1 /'r:;.'<* -.J' '-"":'~' --'<:/1 ' , /" l "- - _ __ _ ,-,-__.L.;.ijo..._:..#' "-__ L~___ ........-~. l~ ~_ _-7 .. ~ , , , Growth Factor 1995 Mid-2001 Percent Fire/Medical Runs* 625 800 28 Police Activities* 1105 2,622 137 Accidents* 255 236 (7.5) Crimes Reported* 6622 10,618 60 Parks (Number) 54 58 7.4 Developed Park 512.73 533.98 4.1 Acreage Trails (miles) 0 19.5 119 .Assumes Similar Trends for 12 month Period / , 10 .'.' / I''''''t'' ,," ,(" ,', ., ' '. , ' ,. ;, 1 1 .~... ..;.t..~~9":' ~,'" .... ';;- '. ", 7- , , t "-"''''''q '. , ," ,," ;. 'Ii{ ~ ,:ri""~..;"j -.-'~,......~.~ - , . /' .. l!' ~'~'VI .... . I ~ ".. .. ) 'to ~. r ; c;, f .. L ..-:: -: It.., " ~ ..... ,-' ....}.~.. ~ ""-''';to" -, .. ,"', ' ~ " rr ~ '!....- ~;>-~ ," if' :"/:; . I ~ 7/11 , , ,,1 \ ".,,' ,;. n:. . -k/~ 1'" .J.I , , _ ~_ =--_....-"~....~::-'..#...~_~~1:-;:,.;._=_ _~. l. __ ..;;, "' ~ . ' Bench Marked Property Tax Table Property 95/Base City 01 Tax CIty MV.% City Tax 02 Tax CIty City Tax Type TaxMV Tax MV Tax Change Change MV Tax Change Residential $72,100 $142,95 $97,600 $250 35% $107 $105,900 $368 $118 Residential 116,700 319,56 149.100 440 27,76 120.97 154,000 536 96 Residential 286.200 979,53 333,300 1.121 16,46 141,61 343,600 1.196 75 ClI 110,900 403,15 123,300 435 11,18 32,45 124,600 651 216 CIJ 313,600 1.577 469,300 2.160 49,65 583,31 472,100 3.026 866 CIJ 3,523,100 19,733 6,468,500 32,646 83.60 12,913 6,565,300 45,452 12,806 Note: 2002 City Tax rates calculated with the anticipated loss of state aid (HACA). This represents only the City portion of the total tax calculation. Tax MY - Taxable Market Value \ / 4 . . I . - t.-' \ / /" "/ /:",.""" ~"" ." ., , " , .r t ~:L" ..2:.!~~~~~.~~" '"."- .~:.,.~.. y - ~-~-,I ~.-- '." /' - ~ .., -'~ I ;.....1 I."! Q. J\, ,Y I . "1 ., , , ; .;;--.. '- .' .~, 1. ~-/,:;,; ~ .-"~" !~. ' ! ;"t]' " , '-. 1,I""j. \ ..7,. '." -.of - ;j'; . if ~ ,. , }, - '" ~,.. ~ ...z.. t ,~ " _ _. ,__ ~cR~'_ . _ .1.... ~_ ~.~,. l. . _ f "-. . , Levy Certified Certified 2002 Categories 2000 2001 Proposed General Fund $ 3,819,433 $ 4,476,451 $ 4,157,891 Debt 569,363 536,327 551,681 Fire Inc. GF Levy Inc. GF Levy 43,750 Capital E/P -0- .0- 200,000 Parks Project .0. -0- 50,000 Road & Inc. GF Levy Inc. GF Levy 597,396 Bridge Watershed 21,430 25,759 25,759 Gross Levy $4,410,226 $5,038,537 $5,626,477 Less HACA (490,143) (489,896) .0- Net City Levy $3,920,083 $4,548,641 $5,626,477 t ~""~.;/ r~-''''~' ~_.<' .,...., "". ' ',- " ";i!!!'" ,,',c. '. ':}/" . ,- , f .;/~ 1,..:1 I' - ~''/ '..., ~ ! :.~' ~.'...r""'-;!I-vr2- 't" . ........, -<' ' ";'r 7 <-0'(:;) I' h ' U'" -. , _ '. - (1 {} ( J \_ ~ G .....;'.3 f' t.': v t - ..Y ~ ,1 L - ~--~ -; ;I;.~\;,r:~t~,."-~.. r"/.... ~~~.-, :' i,.titJ, " , f/ j \ .:~I"'-.' ). .... , -~,. J fl ,. , <!!'.. -~ .... . "" "- ... _ _ _~--.....~ _~_:t..L~.:..c~ --'-~_ :.l~w;':.... ~.L:r~ L '..;&4 J "',... .. 2001 Adopted 2002 Proposed General Fund 74"'. Gross Levy: $5,038,537 Gross Levy: $5,626,477 5 ~ , . (in millions) Budget Proposed 2001 2002 Property Taxes $4,031,155 $ 4,271,900 Licenses and Permits 872,020 910,640 Intergovernmental Revenue 1,083,004 622,209 Charges for Current Services 573,260 442,590 Fines and Forfeitures 65,300 78,000 Miscellaneous Revenue 308,000 409,500 Transfers (In) 244,067 242,422 TOTAL REVENUES $ 7,176,806 6,977,261 /5.",'"7" ~ {;.~"'m ~"',.. ." .', ' " 1 .'. " "'~ " "', '. '/ ; " ~ ..~~l:l~....!:";,. ,.:- :/'....\.. :~ I "- '~"'v'lr-w"'-T' " ..., - - - /' . z~ C .. It'"'" J \ (,. , ' / / ~, lY' " ,-~ A ".~ ~ I u. . /, ~, " -.:....~ '1 "" ~/~'.,,:. ~ '.~ '...- ,or ..'~_ I' I "urJ' . f/'",::. r~ / '4.' .j,. ;i'" I 4t ' " , _-.:-~ h.L ~->:ol>.o:.':..r..:.~L.~:.:1~::...... ,,.;~. L ~L _J "- , -~ Proposed 2002 Budget Transfers (In) 3% Charges for Current Services 6% Intergovernmental Revenue 9% Property Taxes 66D/. LJcenses and Permfts 12% Total: $6,977,261 , 6 . J ~ ' P:i " ~,;IfiJi!l' ~",':' ",,;\',-,',' '!.f/ " . I ,/ If -1 .1.~(. , ";/'-', , 7"- - '- '. /' ~: .... (-t"~ It~~ ~.....' ~ \; ,- _1 1 I ~ ..' ~.,' 1"_1' .. , . '-........ ,.', f.. -'. - "-.' '.- '. (,' 0] , .... r" 1~~; .J/:'/ ~ ,,,;:.' ~.~.~ : ;i;i~' )~ ...'1 "- _~ ~.'....l-. ""'~~'.#' -" ~_ :J~~_ ~:J~. l. -__~ if "" , , "- , , Analysis of Financial Indicators Adjusted Tax Tax CapacIty Capacity Value. Rat.. Gross City Levy '02 '02 '02 i /J "w, /.. r""Y"'~ ~"x" .>;( ., " ", ' , . - f.' .j"""" ".I;;~~'"!\ \.~::'-' ,I' \' 'J;{ ./ ; .:....L::\~}....~~ ~<j,el.J 'lf~-,' ;#.....I,."...~ I r 1 / I ['./i ( "\ ~~ L 'fl .. u. ~ 'f1 . f I : ~"' - [":'jO&!)f<'-::'I',0) i' .~l, I'" ~ ' ,..,...T~' ',', ':- ,', '., '( ~iil 1,,- .~ \":' :'/,., 7" . f.~ 'l . ".."',,;. ~;f , , . "- , , "j . 4-.. "" -'" .1';'.... . Ii W " _~. '~~1..>.~~t.-..i~..L:.a....=J~'r. \.';-L~, L~ ~t~..;</. " .. . . 2001 Adopted Budget 2002 Proposed Budget Gen Govt 28% Public GenGovt PublicWoris Works 33% '0% 32% (in millions) Budget Proposed 2001 2002 General Government $ 1,974,606 $ 2,347,538 Public Safety 2,165,184 2,380,547 Public WorKs 2,870,464 2,203,087 Other 166,552 46,089 , Total Expenditures $ 7,176,806 $ 6,977,261 7 . \ 6' ,- ",~ '."" \:" ,C , ,\ " ' " '- ,." J'.... ~-a ..." "...." - . .. -.1: '. '.'.1 .- ,- ,~ -- '--",; J_) -..4'A.;;':"" . '" ,- "" ~ " .., , tf 1::.,.r~:v'1(lfcl-:--f::_ "..II' " .,: .,.. "'~ , ".!f(,' -J ~.-...; ",-~ , '-,'" -- /' , - I '..", I"" q~ ...~tt:J. - ~ i:.... I ;.--- - - - :. :,j : ~ tJ: . ~:' 1;';~ .; ~ . j i. i i' ~ ; ~ ' . , .......... f"'"~,''' , r - _l, ' " - 1 { ''f.) ..... ~ ~ ~~t.L~:'~;;";_~;J;:'::'':. ~:;~. . _t""":,J ~ '. "- 2001 Adopted 2002 Proposed Debt Service .% Capital 2% Personal Other Personal Services Services S ie.. Other 38% erv Services 14% 44% 230/. Purchased Service. 28% Adopted: $7,176,806 Proposed: $6,977,261 j 8 . CITY OF ANDOVER 1685 CROSSTOWN BOULEY ARD N.W. . ANDOYER, MINNESOTA 55304. (763) 755-5100 FAX (763) 755-8923. WWW.CI.ANDOYER.MN.US TO: Mayor, City Councilmembers and Residents of Andover FROM: John F. Erar, City Administrator SUBJECT: Proposed 2002 City Budget DATE: August 28, 2001 INTRODUCTION City ordinance 216, Section 2. Major Areas of Accountability requires the City Administrator to submit an annual budget to Council which accurately reflects the financial needs of the City organization, Additionally, state law requires that Council approve a preliminary budget and certify a proposed levy to the Anoka County Property Records and Taxation Division by. / September 15th. In response to these requirements, the City Administrator's proposed budget was submitted to Council on August 24, in advance of this deadline. Council will hold a budget review workshop on August 28 and will need to adopt the proposed 2002 Budget and preliminary 2002 City Levy on September 4,2001 or at a special meeting prior to September 15, 2001. Due to changes in legislative requirements, Council will need to determine whether a Truth and Taxation will be held, Action adopting the final City Budget and Levy will need to occur on December 18,2001. The adopted 2002 City Levy will then be submitted to Anoka County and the Minnesota Department of Revenue by December 28, 2001, This budget document should be viewed as more than just a collection of financial data, but as the financial plan in which the organization will implement and accomplish Council policies, as well as meet the articulated needs of the community and residents, In addition to the financial data contained within, this document includes information on the City organization, describes programs and services, and provides statistical values measuring activity performance and workloads. Most importantly, this budget is a reflection of the City's plans, policies, procedures and objectives regarding the services to be provided in 2002, As part of the budget development process, City staff, including division supervisors, performed a comprehensive review of their specific service needs, prioritized spending requests to achieve the most effective operational delivery of services, and then balanced the allocation of the City's human and financial resources against those needs. It has been our goal to accomplish this in a / fair, impartial and balanced manner that meets with the approval of Council and the residents we serve. Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 2 Some of the key policy factors that guided the preparation of this budget were: 1) A commitment to restrain any increase in the local tax capacity rate to a percentage level no greater than the annual increase in the consumer price index for the previous calendar year (2000 CPI= 3.4%), while providing for the cost-effective delivery of public services to a rapidly growing residential population,! 2) A fiscal goal that works toward establishing the General Fund balance for working capital at no less than 30% of planned 2002 General Fund expenditures. 3) A commitment to maintain the 2002 debt levy at no more than 25% of the total levy. 4) A comprehensive review ofthe condition of capital equipment to ensure that the most cost- effective replacement schedule is followed. 5) A team approach that encourages strategic planning to meet immediate and long-term operational, staffing, infrastructure and facility needs, J 6) A management philosophy that actively supports the implementation of Council policies and goals, and recognizes the need to be responsive to changing community conditions/concerns. It should be noted that with the exception of the first policy guideline, the 2002 Budget meets or exceeds Council policy goals in the preparation and adoption ofthis financial document. SIGNIFICANT EVENTS OF THE PAST YEAR The pace of residential development in the City continued at a very robust rate. As of June 30, 2001, the City issued 125 new single family building permits with a total valuation of $19,942,000. The City also issued building permits for 2 new multi-family dwelling units with a total valuation of $298,000. Development contracts were also approved for Chesterton Commons North 2nd Addition, Woodland Oaks, Red Pine Estates, and Woodland Creek Townhomes I Due to changes enacted by the Legislature in the 2001 Legislative Session, state aid in the form of Homestead and Agricultural Credit Aid (HACA) was eliminated as a form of non-property tax revenue, The Legislature provided each city with the ability to "levy back" this aid under their general tax levy. Similarly, Local Government Aid (LGA) increases are substantially under the rate of inflation. Finally, changes in the state's tax class rate formula significantly reduced the City tax capacity valuation, leaving a substantially reduced tax capacity base. The net effect of levying back for these changes will be a substantial increase in the city's tax capacity rate percentage. Overall, / however, city taxpayers should still see a reduction in their overall property tax payments due to the state's takeover of the school education levy. Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 3 Some additional noteworthy events/activities which have occurred to-date in 2001 include: 1) The City received its first unqualified audit opinion for the 2000 Audit. This achievement represents a significant milestone in the fiscal management of public funds providing the City with the highest standing possible regarding the internal administration of financial activities. 2) The City continued to maintain a Standard and Poor's "A" rating with a positive outlook despite the issuance of nine million dollars in new debt. 3) With respect to computer technology, the City continues to improve its capabilities to more efficiently manage data and work processes while improving customer service and focusing upon more effective work procedures. 4) In order to minimize potential traffic safety response issues at intersections and improve squad response times to calls for service, the Sheriffs Office has begun the process of installing the Opticom System on patrol squads. This system will allow officers responding to police emergencies and other types of high priority calls the ability to control traffic semaphores and minimize the potential of collisions. 5) As approved in the 2000 Budget, the Sheriffs Office is dedicating additional time to park security issues through the use of a Community Service Officer specifically dedicated to / park patrol enforcement activities, 6) In keeping with the community policing principles of prevention and early intervention, the School Resources Officer (SRO) has been working in local schools. The SRO is responsible for drug education programming, prevention and early intervention for at-risk juveniles in the Anoka-Hennepin School District. 7) To ensure the proper functioning of the City's Civil Defense system, the Building Department is in the process of updating the City's emergency warning system with new battery back-up sirens. Over the course of the next seven (7) years, two sirens will be replaced each year to ensure that in the event of a power outage, battery backup power sources will enable sirens to continue to function during civil emergency situations. 8) Pursuant to State Law, Building Department staff tracks over 3,219 private septic systems. This includes monitoring when private septic systems are pumped, sending out service reminders, ensuring that deficient systems are replaced and preparing annual reports that are transmitted to the Metropolitan Council. 9) The Fire Department Truck Committee is in the process of completing specifications for a new water tanker that was approved in early 2001. The new tanker will replace an existing more limited piece of apparatus, 10) The Fire Department, in conjunction with the Anoka County Sheriffs Office, helped organize a Kids Safety Camp held during the third week of June, 2001. Over 90 children from Andover and Ham Lake attended the two-week camp which taught a wide range of safety related curriculum. 11) During the first six months of 2001, the Fire Department has conducted public fire "' education and fire safety to over 1,500 Andover residents and students. During October Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 4 which is also National Fire Prevention Month, between 3,000-4,000 residents will participate in fire prevention activities, 12) In conjunction with the construction of new Andover High School on Crosstown Boulevard, the City Engineering Department is overseeing the westerly extension of Andover Boulevard just to the south of the new high school site. This extension will lead to three new City ball fields that will also be constructed this year and will be shared with the Anoka-Hennepin School District to support a wide range of student and organized community athletic activities. 13) In cooperation with a City appointed Skateboard Task Force, Park and Recreation Commission and City Council, the Engineering Department successfully completed the design and construction of a new skateboarding facility, This new facility is located adjacent to City Hall and represents the collective efforts of many individuals to provide a place for City youth to congregate and engage in a popular outdoor activity. 14) The City Engineering Department successfully completed the first in-house development design for the Town Homes of Woodland Creek. The design included streets, water main, sanitary sewer, storm sewer, trails and all necessary permitting. 15)The redevelopment of Prairie Knoll park with new soccer fields and the relocation of the sliding hill to enhance safety considerations for users, ) 16) In conjunction with the Parks and Recreation Commission, the development of the first Five-Year Capital Improvement Plan for park improvements within the City. The park plan component will be incorporated into an overall City capital improvement plan that is in the process of being developed and will be presented to Council in early November 2001. 17) The City financially supports Anoka-Hennepin School District community education programs that in the 2000/2001 school year provided youth activities to over 15,131 student participants at district schools in Andover, Programs include a variety of arts, skills, enrichment, recreational and general interest classes and activities for preschoolers through teens. In addition, school facilities were used by over 247,850 participants in a wide range of community activities, such as tournaments, civic groups, training, special events and community athletics. OVERVIEW The Proposed 2002 budget anticipates General Fund revenues in the amount of $6,977,261 to meet anticipated budgeted expenditures in the amount of $6,977,261. General fund balance reserves are projected to remain at a fiscally healthy 33,8% in 2002 as compared to 36% in 2001. The proposed 2002 Budget, including designated capital levies of $847,396, represents an increase in operating funds of$647,851 over last year, translating into a 9% percent increase over the 2001 adopted budget of$7,176,806, Mayor, Councilmembers, Residents / 2002 Proposed City Budget Page 5 The increase in General Fund expenditures, in part, is supported by a net increase in property tax revenues associated with the City's expanding tax base and levying back for the significant loss of state aids. Other fonns of revenue include an increase in interest income from City investments, a slight increase in building pennit revenue and operating transfers to the general fund in the fonn of overhead reimbursements. General fund expenditure increases over last year are primarily associated with capital outlay requirements, significant increases in fuel costs such as natural gas, health insurance premiums and inflationary increases in general operating costs associated with a rapidly growing service population. The 2002 Proposed Budget provides for a tax capacity rate of 34,8% that compares to 22.6% for 2001. This significant change in the tax capacity rate is the result of legislative refonn action that substantially alters how local government services are funded. In effect, the loss of state aid in the fonn of HACA, the change in class rates affecting residential and cornmercial property that continues to shrink the City's tax capacity valuation base and essentially a "zero" percent increase in local government aid resulted in a profound shift to the general tax levy to fund general City services. General Fund trends since 1995 are as follows: Expenditures Percent Change Before Transfers Over Prior Year 1995 Actual Expenditures $ 3,146,260 8.34 1996 Actual Expenditures 4,062,026 29,11 1997 Actual Expenditures 4,458,792 9.77 1998 Actual Expenditures 4,799,979 7.65 1999 Actual Expenditures 5,769,609 20,2 2000 Adopted Budget 6,263,534 8.56 2001 Adopted Budget 7,176,806 14.6 2002 Proposed Budget 2 6,977,261 (2.8) Some highlights of the Proposed 2002 Budget are as follows: Capital Proiects Levv - The 2002 Budget proposes to specifically designate $847,396 of the general tax levy to capital projects and equipment needs relating to Capital Outlay ($200,000), Transportation ($597,396) and Park Projects ($50,000). By specifically designating tax levies to anticipated City needs and priorities, funding for capital improvements, projects and equipment outlays is secured through a more strategic fiscal planning approach, Moreover, by designating / 2 Proposed Budgetary Expenditures for comparison purposes does not include Road and Bridge levies that .are now separately designated as part of the general property tax levy. Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 6 levies to specific community needs, the public's awareness of City spending priorities is raised to a higher degree of community recognition and understanding. . Transportation - Under the Capital Projects Levy, a total of $597,396 is proposed for transportation programming related to maintaining City streets and roadways. This funding is specifically designated as part of the Capital Projects Levy, Of this total amount, $250,000 is designated to the City's seal-coating and crack sealing programs, with the remaining $347,396 dedicated to street overlays pursuant to previous Council direction of designating a one percent tax levy and capturing one percent of new tax capacity growth to transportation infrastructure needs. As a percentage, this funding commitment represents approximately 10.8% of the Gross Tax Levy. . Park Improvements - Under the Capital Projects Levy, $50,000 is newly proposed to be designated to capital projects for park related projects. This level of funding would be conceptually proposed as an annual appropriation to be used to underwrite a wide range of park improvement projects as recommended by the Park and Recreation Commission and approved by the City Council. This funding is proposed as a long-term supplemental source of capital funding for park projects that would be separately identified in the City's Five-Year Capital Improvement Plan. . Capital EquipmentlProiects - Under the Capital Projects Levy, $200,000 is proposed to ) be designated to underwrite a wide range of capital improvement/equipment project expenditures. Through this designation, the City, over time, will be able to build a fund reserve to avoid cash flow "spikes" and address a wide range of capital improvement needs such as facility maintenance projects. A portion of this designated levy ($58,584) is proposed to address facility maintenance needs associated with Public Works and Fire Department facilities. Facility maintenance activities include exterior block sealing applications, painting, interior door repairs and garage door replacements. This maintenance work will extend facility component life and avoid costly long-term repairs and/or premature replacements, . Crime Prevention Programming - The 2002 Budget proposes $32,144 to underwrite one- half the cost of a crime prevention coordinator contained within the Anoka County Sheriffs Andover Police Contract, with the remaining half of the position's cost funded by the Sheriffs Office, This position would analyze, develop, implement and coordinate a wide range of crime prevention and community safety programming, These programs would include Operation ill, Night Watch, Kid Care, Youth Summer Camp and National Night Out to name just a few of the programs that would be supported by this contracted position, . Sheriffs Police Contract Services - The 2002 Budget contains an additional $64,736 to address inflationary police service costs associated with increased contract staffing and operational overhead costs and the addition of school liaison officer for the Andover High School. Discussions with school district officials have occurred relative to securing school district support to help fund this new position, with preliminary indications suggesting that school district funding will, at a minimum, match City financial Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 7 participation. While not included in the 2002 Budget proposal, the City was made aware of future patrol staffing needs regarding the expanding service population in Andover, Patrol Service ratios, while still well within the acceptable range, will need to be addressed over the next several years to ensure an equitable distribution of patrol service response time and preventative patrol activities. Sheriffs representatives did attend and participate in the 2002 Budget process and concur with the proposed operational funding aspects. . Play Structure Upgrades and Maintenance - The 2002 Budget proposes $40,000 in appropriations to upgrade existing playground structure at Wild Iris Park that will include new playground equipment, baseball field backstop improvements and gravel. . . Technology - The 2002 Budget proposes $7,500 for new computers to replace outdated workstations in several City departments. Due to increased software processing requirements, increased data processing needs and more sophisticated programming related to City informational needs, computerization is allowing staff to become more productive and efficient in managing high volumes of City data. . Civil Defense - The 2002 Budget proposes $30,000 to replace two (2) outdoor warning sirens with battery backup systems. A seven-year program is proposed for the replacement of outdoor warning sirens that are nearing the end of their effective life-cycle. Existing I sirens are subject to power outages that could result in failure to emit outdoor warning tones. . Communitv Education Program Funding - Anoka-Hennepin Community Education programming requests is proposed at $72,814 for the 2002 school year. The school district and City share the cost of a full-time coordinator and 2 full-time programmers at existing school facilities. Beginning the fall of this year, the district is proposing to include a part- time programmer at the new Rum River Elementary School for an additional $7,500, City funding costs are proposed at $65,314 for after school programming that includes arts enrichment, computer training, physical activities and languages. The district's summer program activities are budgeted at $7,500 and include a broad range of coordinated youth and teenage activities. Conversations with Community Education representatives suggest a willingness to discuss an increase in summer program support hours as may be desired by the City Council in response to a growing service population, . Energy Cost Increases - Due to continuing increases in fuel costs, particularly related to natural gas, the 2002 Budget contains an increase of $39,050 in natural gas expenditures that will increase the City's annual costs to $78,500, This non-discretionary cost increase in facility fuel expenses will be closely monitored by staff to ensure the highest level of economy in heating use. . Anoka County Assessing - Due to the City's expanding residential and commercial tax base, the number of properties to be appraised by Anoka County has increased significantly. Current assessing review schedules require that one-quarter of all properties / be evaluated on a four year rotation. As a result, assessing costs for 2002 will increase by $17,500 to $102,000 annually to underwrite these additional county staffing costs. / Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 8 ORGANIZATIONAL MANAGEMENT Staffing - Staffing is proposed to increased from 54 to 55 full-time staff with the addition of a Fire Marshall. This position has been thoroughly reviewed in terms of service need and quantified based upon the continuing service demands placed on fire department delivery systems. Surveys of other communities, and an in-depth analysis of fire services response statistics over the last five years support the need for this position. In addition, one seasonal part- time position in Parks Maintenance and one seasonal part-time position in Streets and Highways are proposed to assist with expanding City infrastructure needs. Cost-of-Living Adiustments - Compensation adjustments representing inflationary increases for all bargaining and non-bargaining employees are proposed at a standard three (3) percent. This adjustment represents approximately $61,901 for all City departments, and is line with other local government jurisdictions plans for inflationary baseline wage adjustment increases. Health Insurance Costs - Premiums for health insurance continue to increase significantly due to a variety of market and program factors associated with diminished competition, increased , spending on medical services and rising drug prescription costs. Employer health care contribution increases are factored to maintain an employer ratio of 76% of the low cost family coverage premium costs representing a budgeted cost of$48,662 Staff Performance. Retention and Recognition - In keeping with Council direction to ensure the retention and attraction of high quality, professionally trained staff, a market study is proposed to be conducted to ensure that compensation levels for key City staff positions are competitively positioned. In recognition of growth management factors associated with increasing service population, additional staff responsibilities and workloads, and the diversity and complexity of municipal operations, the City is attempting to be cognizant and sensitive to changing compensation dynamics. The budget provides for $7,500 in market adjustments to existing positions that may have deficient compensation relationships to the market. It is anticipated that any needed adjustments will be spread over a 2-3 year period, with the goal of conducting additional studies every two to three years, In addition, funding is programmed for employee appreciation activities ($2,250) and a new pay-for-performance program ($2,500) to recognize outstanding employee performance. Non-Discretionary Personnel Expenses - Pursuant to existing collective bargaining agreement requirements and personnel policies associated with step program and longevity increases, $66,938 is budgeted for non-discretionary personnel costs. In addition, employer payroll costs associated with PERA and social security costs will increase by $21,509. ) Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 9 Fire Relief Association Contribution - Proposed annual City contribution levels to the firefighter relief association pension plan have been budgeted to increase from $850 to $875 per firefighter. This increase results in annual budgeted cost of $6,250. The City will need to ensure that financial inducements for paid-on-call firefighters remain comparable with other similarly sized communities to assist in the recruitment and retention of highly skilled personnel. CITY GROWTH The City continued to grow at a very robust rate creating both immediate short-term needs, and pressing long-term comprehensive planning requirements, According to City Building Inspection and Permitting Department reports, the City issued 123 new single family building permits with a total valuation of $19,644,000 as of June 30 2001. This compares to 194 new single family dwellings with a total valuation of $25,552,000 in 2000 for the same six month period, The City also issued building permits for 8 new multi-family dwelling units for the Sunridge Townhouse development with a total valuation of $844,000, This compares to 2 new multi-family dwelling units with a total valuation of $298,000 in 2000. This number continues to reflect a strong demand for single-family housing in the community, J with a year-end population conservatively estimated at approximately 28,500. The growth within the last few years continues to produce a tremendous increase in demand for City services and has significantly added to the City's infrastructure and staffing needs, Consequently, this change will result in significant future operational and maintenance costs, The chart below illustrates the significant growth that has occurred since 1995. Growth Factors 1995 Mid-20ot % Change Estimate Population 20,497 28,000 27 Housing Units 6,300 8,600 27 Streets (miles) 150 170 13 Cul-de-sacs 155 300 93.5 Storm Sewer (miles) 18 26 44 Water Main (miles) 35 49 40 Sanitary Sewer (miles) 53 73 38 Parks (Number) 54 58 7.4 Developed Park Acreage 512,73 533,98 4.1 / Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 10 Growth Factors 1995 Mid-200l % Change Estimate Trails (miles) 0 19,5 119 Developed Residential (acres) 7,750 8,626 11.3 Undeveloped Residential (acres) 14,616 13,740 (6) Police Activities* 1,105 2,622 137 Accidents* 255 236 (7.5) Crimes Reported* 6,622 10,618 60 Calls for Service* 7,981 10,306 29 FireIMedica1 Runs* 625 800 28 . Assumes the last six months will follow the statistical trends of the rust six months CAPITAL OUTLAY Requests for capital outlay in the Proposed 2002 Budget are funded through a variety of sources including the general fund levy, capital equipment/project levies, special revenue funds and enterprise fund operations. Planned capital equipment and improvements in the Proposed 2002 Budget for all City operations amount to $380,171. Of that total amount, approximately $140,300 is related to General Fund capital equipment needs, and $239,871 is related to capital improvement planning. Notable proposed capital outlay expenditures include: Parks Department - $40,000 is programmed for improvements to Wild Iris Park that includes updating the play structure, improvements to the ball field and parking area. City Clerks Office - $14,500 is programmed for new voting booths and for a second payment to Anoka County for new voting machines acquired by the City, Street Deoartment - $105,000 is programmed for a replacement of an Elgin Street Sweeper through a lease purchase financial arrangement. Senior Center - $65,000 is programmed for the remodeling of the Senior Center that will be primarily funded by Community Development Block Grant Funds ($55,000), with a $20,000 (2001-2002) City contribution. Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 11 LONG-TERM FISCAL OBJECTIVES The City Council and staff are committed to expending public resources in the most cost- effective and economical manner possible to insure the stability of the City's property tax rate, By keeping City spending under control, goals to enhance the local business climate, reduce the tax burden on residential property owners and, in general, ensure that tax dollars are expended in the most cost-effective and efficient manner possible provide are in keeping with the key fiscal management principles, Fiscal strategies that the City will pursue to achieve this desired outcome include: . Employing a strategy aimed at reducing the City's reliance on the property tax levy to fund basic City services through "sustainable" revenue sources such as franchise fees, special revenues, user fees and fee-for-service transactions. ,f Whi/e the City tax rate will increase in 2002 due to previously described legislative changes, City services will continue to be evaluated in terms of identifying all relevant funding sources to undenvrite specific service expenditure, promoting alternatives to traditional funding methodologies and encouraging public-private partnerships in service delivery systems. . The development and use of an appropriate cost accounting structure that will lead to the creation of individual cost centers for all City department activities to accurately reflect the true cost of providing specific services. ,f The City employs a cost accounting system that is department specific that attempts to accurately reflect service delivery costs at the department and division levels, By including all supplemental services as they relate to personnel, charges and services, supplies and capital outlay will further distinguish the total costs of the service provided, The City has the ability to analyze these costs at the sub-category detai/levels in support of overall policy goals. . The development of work performance goals for each Department to ascertain and measure how each operating division contributes to the City's overall public service mission. ,f Each department is responsible for identifying relevant performance data to allow for an independent analysis of specific service outcomes. Data is reviewed to provide the Council and general public with a better understanding of the operational demands, resource inputs and performance outcomes associated with a specific service delivery system. . The development of a long-term financial model (Performa) that identifies anticipated trends in community growth and financial resources, designates appropriate capital resources to future City needs, tracks per capita spending growth, and establishes a link between fiscal targets and budgetary expenditure goals. ,f The City is in the process of developing a financial model to determine the long-term impacts of present day expenditure and financing decisions, Fiscal assumptions will be based upon a complex set of financial data including growth factors, tax capacity Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 12 valuations, per capita spending and debt ratios, Once developed, the performa will become an integral part of the budget planning process to ensure that key short-term fiscal targets are in line with long-term fiscal projections, The City will continually update the Performa to ensure that long-term fiscal outcomes remain consistent with Council budgetary policies. . The aggressive and appropriate investment of idle City funds to maximize the generation of interest income, while ensuring adequate cash flow requirements. ./ Investment of City funds is controlled by state statute and managed by the Finance Department. Idle funds are invested in a variety of financial instruments such as certificates of deposit, municipal bonds, federal and corporate paper and are designed to maximize municipal investment income, Average annual investment yields are asfollows: 1997 - 5.64%; 1998 - 6.45%; 1999 - 5.7%; 2000 - 6.7%. Long-term investing is designed to achieve the best yield in the current market, following a strategy that secures semi-annual income streams at a higher rate of return for a longer period of time. . Greater reliance on technology to enhance employee productivity in all areas of City operations and improve customer communications. ./ The City has made significant capital investments in new computer technology that has allowed staff to become more efficient and productive. Citizens will have the opportunity / to access a range of City publications, documents and have the ability to communicate electronically with Council and staff. The City is in the process of codifying ordinances and then will be electronically converting the City Code for on-line access in late 2002, . The adoption of a financial philosophy that seeks to spread the cost of significant capital outlay expenditures over an extended period of time to ensure that current and future taxpayers share equally in underwriting the cost of significant public expenditures. ./ The City continues to capitalize the cost of significant capital expenditures over several years to ensure that both existing and future taxpayers share equally in the cost, In addition, the City has established a separate capital projects levy to underwrite the cost of selected capital projects and equipment and avoid a fiscal environment based on reactive tax and spend policies, . Involving all employees in the process of re-engineering the work environment by encouraging cross-training opportunities, reducing and eliminating bureaucratic barriers, streamlining public process requirements, and adopting private sector business values in City operations. ./ City staff are encouraged to identify work practice issues that are inefficient or overly bureaucratic. A Customer Service Response Team will be created to review customer services responses, identify problematic work-related issues and generate new ideas on how the City can more effectively and efficiently provide services. The management team is committed to involving their employees and fostering an environment that challenges the status quo of City operations. , Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 13 . Continuously reviewing opportunities to form partnerships with neighboring communities to share services and equipment, jointly purchase equipment and develop strategies to deal with local issues using a regional approach. ./ The City has established several equipment and service delivery sharing arrangements with neighboring communities and has several joint powers agreements in place on a variety of local and regional issues in the area of public safety, telecommunications, public access television and wastewater service initiatives. EXECUTIVE SUMMARY The budget as presented reflects Council's direction and staff commitment to achieve a cost- effective, efficient and high-quality service delivery model. Essentially, the proposed budget is a reflection of the City's commitment to live within its means, and ensure that tax dollars are managed and expended in as prudent a manner possible to achieve high-quality service outcomes. Guiding the City budget process were Council policy guidelines that were described earlier in this document. The Budget process was approached by employing strategies associated with extending the useful life of existing equipment; the implementation of cost center accounting that allows for a better understanding of specific service expenditures; actively seeking equipment sharing opportunities with both private and public entities; spreading the cost of significant capital expenditures over several years; purchasing new equipment and introducing new technologies that allow staff to work more efficiently. In addition, the prudent management of existing capital, financial and human resources by City staff, along with organizational practices that promote employee involvement, innovation and interdepartmental communications continue to generate substantial efficiencies in City operations. The budget process included the opportunity for all department heads and supervisors to actively participate in a team process. Decisions concerning the operational and maintenance needs ofthe organization were made by the management team after a thorough review and prioritization of budgetary requests. The integrity of the budget process relies upon all departments to work within the same framework in developing a budget that accurately identifies operational needs, promotes informed team review of budgetary requirements, and meets the core service needs of the requesting department. Special Budgetary Issues One aspect of the City's budget that bears special scrutiny is the funding methodology associated with financing storm sewer maintenance operations and transportation infrastructure maintenance activities exclusively through the general tax levy. Other forms of special revenue and user fees should be explored to help offset the costs of maintaining this important public infrastructure and Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 14 leveraging general tax dollars with other sources of user fee revenues. The long-term fiscal implications of underwriting these costs solely through general tax levy revenue sources should be thoroughly examined by Council as these costs will continue to increase and shrink discretionary spending opportunities. This proposed budget takes the first step by specifically identifying transportation costs as a designated Road and Bridge levy under the general tax levy and referenced as part of the Capital Project Levy visibly raising the level of public awareness of these costs levied under the City's general tax levy computation.. Again, this does not represent a separate levy, but separately earmarks general tax levies for public infrastructure needs under a special revenue fund accounting methodology. With respect to storm sewer operations, the general fund budget currently underwrites the total costs of maintaining the City's storm sewer infrastructure of approximately $126,299 as proposed. This aspect of the budget also bears increased scrutiny as this form of infrastructure will continue to expand and consequently age, with maintenance programming and related costs becoming more pronounced and critical over the long-term. A review of alternate funding strategies is also suggested for future examination by the City Council. Legislative Challenges Two significant issues that again have created significant challenges to City finances have been legislative changes in the property tax class rate system and state aid formula. The legislature has again reduced property class rates on both residential and commercial properties, the percentages applied to taxable market value, which in turn has reduced the City tax capacity valuations. Similarly, the elimination of HAC A and changes to the LGA formula will mean that the City will have to levy back the loss of state aid through the general property tax levy. As the total tax capacity value "pie" continues to grow smaller, the City realizes less property tax revenue on the resulting tax base. This impact is compounded if the same local tax capacity rate were to be applied against a shrinking tax capacity value base. In effect, preliminary tax capacity value calculations for 2002 indicate the City will see a 17.22% loss in tax capacity value over 2001 total tax capacity valuations. After adjustments for fiscal disparities and captured tax increments, this amounts to a 19.8% reduction or approximately a $4,000,000 loss in tax capacity value. This reduction in the tax capacity value has significant implications in the budgeting process as the City works to provide expanding services to a growing population with a shrinking tax capacity value base. So although, taxable market value continues to increase, the decline in tax capacity values will inexorably result in the City's tax rate percentage increasing just to generate the same amount of tax revenue generated the year before. The budgetary implications of this legislated property tax situation could over time become financially devastating as cities face complex decisions of whether to reduce or eliminate services, raise existing rates and fees, J Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 15 increase tax levies to cover the loss of state aid, begin charging new fees and charges on previously "free" services or go deeper into debt. Another significant concern is the fact that the City is again working with estimated "best shot" tax capacity value effects from the County, and not exact figures. Anoka County and the City Finance Department is working in earnest to provide the City with a more reliable tax capacity impact analysis. In response, City staff has taken a very conservative approach in developing the budget document to meet Council policy guidelines. State Aid Loss Implications According to estimates by the League of MN Cities and the Association of Metropolitan Municipalities, the loss of state aids in Anoka County will amount to approximately $11,297,013. This number suggests that just in order for Anoka County cities to deliver the same level of service in 2002 as they did in 2001, cities will have to shift this loss of state aid on to the property tax levy or face severe funding shortfalls that would necessitate cities to cut services and order severe layoffs of municipal staff. / Even with cities levying back for this loss of state aid, Andover property taxpayers should still see approximately $26,523,727, in tax relief due to changes primarily associated with the state takeover of school funding levies. In the final analysis, taxpayers should more closely be able to associate city services with the property taxes they actually pay for municipal services. One of the key components associated with property tax reform was to specifically allow cities the ability to levy back their loss of state aid. This component has been articulated by leading members of the legislature to assure cites that tax reform would not negatively affect the delivery oflocal government services. The other significant aspect of tax reform is the fact that the city's tax capacity valuations are again being reduced due to reductions in the class rates charged against residential and commercial rates. This in effect means that the city's tax capacity rate will increase regardless of whether the City spent the same as in the previous year, or if state aids were reduced given the City's shrinking tax capacity value. Even with market values increasing for all residential properties, the tax capacity values associated with these properties has been reduced due to lower class rates being applied that essentially reduce the level of taxes payable. For example, legislative changes will actually reduce property taxes on a home valued at $250,000 due to the class rate reduction from 1.65 to 1.0% diminishing the tax capacity liability from $4,125 to $2,500. . / Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 16 As the tax capacity "pie" shrinks, the local tax capacity percentage applied would go up just to raise the same level of taxes as in the previous fiscal year. Compound this effect with the loss of state aids, and in Andover's particular case, a no net increase in fiscal disparities and a less than inflationary increase in local government aid (LGA), the City will be hard pressed, financially speaking, to maintain its current tax revenue without a significant increase in its tax capacity rate just to keep pace with current spending needs. The effect is even more pronounced in growth- oriented communities, where new development tax capacity values continue to generate marginal tax dollars to fund the expanding state of City services in terms of capital outlay, staffing, and infrastructure maintenance needs. City spending continues to be very conservative in the face of significant growth and service- related demands underscoring the City Council's policy of fiscal conservatism, service value and budgetary restraint. In order to meet these growing challenges, the City must continually evaluate new ways and methods of conducting business in a more economical, competitive and cost-effective manner, while still keeping the quality of City services high and meeting the reasonable service expectations of the community. The Budget process incorporates a management vision supported through: . increased utilization, understanding and promotion of technology in the delivery of public services; . emphasis on long-term strategic planning to appropriately identify, allocate and effectively utilize resources to meet future service needs; . greater participation, accountability and flexibility in the work force that will allow for the development of innovative responses to the increased demand for cost-effective services; . the need to focus on developing an alternate framework of special revenues, user and franchise fees as alternate funding mechanisms to gradually reduce the City's reliance on tax levies by recovering service costs from the appropriate users of the service; . the recognition that the City should work to assist the community in meeting challenges as a partner and not as the sole provider; and . a stronger voice in the legislature to ensure that City issues are clearly understood and fairly addressed. Cities must take a unified approach in dealing with legislative initiatives that may negatively affect local governance to minimize misunderstandings and encourage communication to facilitate common ground issues that build confidence in local government services and inspires a partnership of collaboration and innovation across all levels of government. The proposed budget is the product of the collective efforts of the management team and their respective staffs. They have worked diligently to ensure that the residents of Andover receive the . . Mayor, Councilmembers, Residents 2002 Proposed City Budget Page 17 highest level of service for their tax dollars. Special recognition is appropriate with respect to the involvement of Jim Dickinson, Director of Finance and his staff in generating reliable financial data in which a sound and valid budget document was produced. In addition, the entire management team should be recognized for their diligent efforts in preparing a budget that meets the needs of this growing cornmunity, yet recognizes the limited nature of financial resources. Budgeting for 2002 again proved to be an especially difficult challenge for all departments due to legislative reengineering of the state aid system affecting municipal revenue sources. Accordingly, respective staff are to be commended for their hard work and cooperation in the process. I am appreciative of the commitment, good judgment and expertise that each member of the management team and their respective staff have contributed to the budget process. Respectfully submitted, l' .J. C " ,/ . lC--~.,"'_ ,7; 1 _/ q;:.j"../ . C40 i Jolin F. Erar City Administrator I J , CITY OF ANDOVER 1685 CROSSTOWN BOULEVARD N.W. . ANDOVER, MINNESOTA 55304. (763) 755-5100 FAX (763) 755-8923. WWW.C1.ANDOVER.MN.US TO: Mayor and Councilmembers CC: John Erar, City Administrator FROM: Jim Dickinson, Finance Director SUBJECT: 2002 Proposed Operating Budget Worksheets DATE: August 28, 2001 Attached are the worksheets that will be used as part of the Budget Workshop presentation. The worksheets are grouped and listed as follows: 1. City of Andover Pay 2002 Valuation Estimate: a. Summary Spreadsheet / b. AMM 2001 Legislative Summary 2. City of Andover Property Tax Levy a. Summary Spreadsheet b. 2002 Levy Limit Calculation c. LMC 2001 Law Summary d. AMM Levy Limit Calculation Summary e. Payable 2000 Overall Levy Limitation Notice f. Levy Limit Factors 3. City of Andover 2002 Budget Gap Analysis a. Summary Spreadsheet b. Personal Services Expenditure Breakdown c. 2002 Budget New Positions Requested d. 2002 Budget Expenditures by Object Code 4. City of Andover 2001 General Fund Balance Analysis a. Summary Spreadsheet Mayor and Council Members August 21, 2001 Page 2 of2 5. City of Andover 2002 Budget Summary - General Operating Budget a. Overall Budget Summary - General Operating Budget b. Revenue Budget Summary - General Government c. Revenue Budget Worksheet - General Fund d. Expenditure Budget Summary - General Fund i. Department Listing - I page ii. Category Total Listing - I page iii. Expenditure Summary by Department - 11 pages iv. Department Detail Budgets - 42 pages If there are any questions please do not hesitate in contacting either John or myself prior to, or at the Budget Workshop. \~~l~y submitted, >~~. ~ki""'n >J ~ ~ ~ . . . N N M ~ ~ N M co "'.0 ,..; .,; .,; ....0 ~ f"g('ol , u C ~:::l .. C ll. ~ 0 N 0 CO M N 0 Of) M CO S~ "I co ... N 0 M. o a." ri .; .; ,.: ;i ~ N.._ N <f 0 <0 <0 ~U~ ,... .,. M ,.... .n .; .; ll. " ~ ~ .. I- ~ ~ ~ ",.0 . <0 ....0 <0 f~N oJ U .. ~ .5 ll. ~ g ~ N'l!: Of) ci o .. ~I M 0:;:" N~_ .; ~:c ~ '" ll. .. .... " ~ .. I- ~ J ~ ~ ~ ",.0 . . . '" N Of) ..~O ... <0 ~ ~~N .,; .,; ,..; l:l .. ~ .5 ll. ~ K?~ '" 0 <0 CO ... M Of) CO M N E~ ~I <0'" M ,... Of) ~ ,... ;i::i .n ci .; ci .; o a." ... CO <0 '" Of) N.._ "'~ "i' '" ~ W i;'CJ > .; ,.: N ci < ll. " ~ , ~ N .. :;: I- Q:>= ~ J ~ Win ",.0 . >W ..~O ... OZ ~~N .; / cO l:l .. ~ ~H~ .5 ll. u.:::l ~ 8~ 0"" .. '" ......~;! ~~ ~ . o .. ~I ~.; .; uS 0:;:" ,...~ N _ .; '" 0 >.~.. C N ~:c> N .. ~ ll. .. "l. .c a u ll. S ~ Of) '" ... N CO 0 1l CO M ,... ,... ;;; '" ~ g'~ ~I CO M N N Of) 'E .n .n .; N .n ,.: o a." 0 ,... 0 N CO 0 " N.._ M '" "i' ,... ... N '" ~o~ .; .; N ,.: ~ ~ " ll. :: .c I- <i :c ~ 0 .!! 0 e .. N '" .; g :; ~I " 0 .. 0:;:" 0 E ~41C; .n <0 .. ClE> ~ .. ll. .. " " l!! .. I- .. '" C :l C .. 0 E '" :g .Q ro e: :5 ., .0 '" -0 Q) ." Q) .0 .. E ." l- e: " 1ii C C e 0 ro 0 .9 u U > is ., OJ .s z. Q) z. .. " " " .~ OJ ." ii ~ {!. Q: ., 0. 0. > " .. " .. N Q; Q) is {!. is 0 > 5 0 ~ ~ ~ N 0 a ~ '0 ~ ., .. .c U u: .... u: I- Association of Metropolitan Municipalities _ Page 1 of4 ~MM 2001 Legislative Summary: ...roperty Tax Reform Introduction. The 200 I Minnesota Legislature in special session enacted a property tax reform program. The enabling legislation not only continues the class rate compression begun in prior sessions but also authorizes the state take over of several expenditures - transit, general education, courts. Among the underlying policy principles for the reform was that the property tax should be used primarily for local services and the state should pay all or a portion of other services. The reform program signed into law will provide property tax relief to property owners, compress tax rates, reduce levies, change the state-local fiscal relationship and take over payment of transit operating costs and general education. Therefore the total tax levy should decrease but the amount the levy attributable to each unit oflocal government will change. For example, school district levies should fall, city levies could rise, the transit-operating levy is eliminated but the overall levy should be less than the total 2001 levy. City levies despite levy limits could rise because HACA, which is paid by the state to all cities, is eliminated and in some instances cities will have a decrease in local government aid (LGA). Class Rates and State Property Tax. The rate was reduced for most classes. The following table presents the current law rate and the rate for taxes payable in 2002 and subsequent years. Footnotes indicate that the reduction will occur over several years. II Current EJ -:lass Law I Residential Homesteads 10 1 Up to $76,000 Market Value 1.0% I~ $76,000 to $500,000 1.65 I~ Over $500,000 1.65 IE] Residential Non Homestead 10 Single unit: I 10 Up to $76,000 111.2 I~ $76,000 - $500,000 111.65 I~ Over $500,000 111.65 IE] 2-3 unit and undeveloped land 111.65 I~ , fpartments: II 10 I Regular 112.4 I~ I Small City 112.15 I~ http://www.ammI45.org/O 1 sum/rev.htm 7/21/2001 Association of Metropolitan Municipalities Page 2 of4 II Low Income 111.0 I~ ~ommercial - Industrial - Public DO Utility I Up to $150,000 112.4 IE] I Over $150,000 113.4 I~ I Electric Generation Machinery 113.4 I~ I Seasonal Recreational Commercial I 10 I Homestead resorts (1 c) 111.0 I~ I Seasonal resorts (4c) II 10 I Up to $500,000 111.65 I~ I Over $500,000 111.65 I~ Seasonal Recreational Residential I 10 I Up to $76,000 111.2 I~ I $76,000 to $500,000 111.65 l~ I Over $500,00 IEJI !4~5 I I Disabled Homestead II 0.45 I~ I Agricultural land and buildings II 10 I Homestead II 10 I Up to $115,000 IEJI ~4i5 I I $115,000 to $600,000 IDu[] I Over $600,000 111.2 I~ I Non Homestead 111.2 I~ "1. Rate reduced to 1.25% in pay 2003 and thereafter. 2. Rate reduced to 1.5% in pay 2003 and 1.25% in pay 2004 and thereafter. 3. Rate increased to 1.0% in pay 2003, classification abolished in pay 2004. 4. Exempt from referendum market value tax. http://www.amm145.org/01sumlrev.htm 7/21/200 1 Association of Metropolitan Municipalities Page 3 of 4 "'hen the compression phase-ins are completed for taxes payable in 2004, residential non-agricultural property )1 have either a 1.0% or 1.25% class rate. Commercial industrial will have a rate ranging from 1.5% to 2.0%. .1e following table presents the tax capacity for various property types and market values for the local property tax. Class and Market 2001 Tax 2002 Tax % Value Capacity Capacity Change I Homestead II II I I $120,000 II $1486 $1200 II (19.2) I I $150,000 II $1981 $1500 II (24.3) I I $200,000 II $2806 II $2000 II (28.7) I Residential Nan- D Homestead (single) I $120,000 II $1638 II $1200 II (26.7) I I $150,000 II $2133 II $1500 II (29.6) I I $200,000 II $2958 II $2000 II (32.3) I Apartments DDD (regular) I $200,000 $4,800 II $3,600 II (25.0) I I $400,000 $9,600 II $7,200 II (25.0) I I $600,000 $14,400 II SlO,800 II (25.0) I Commercial DDD Industrial I $200,000 II $5,300 II S3,250 II (38.7) I I $400,000 II $12,100 II $7,250 II (40.1) I I $600,000 II $18,900 II $11 ,250 II (40.1) I """"'e largest percentage decrease by class is in the commercia1- industrial class but the ci class and seasonal ;reational property will be subject to the state imposed tax levy. As a result ci and seasonal recreation property III pay two property taxes- local and state. The state tax levy for taxes payable in 2002 is set at $592.0 million and will increase annually based on the implicit price deflator for government purchases. The state tax will be paid into the state general fund and in 2004 and thereafter the growth in the fund will be paid into an education reserve account dedicated to education aid and higher education funding. http://www.amm145.org!0Isum/rev.htm 7/21/200 ] - Association of Metropolitan Municipalities Page 4 of 4 ---operty Tax: 2002 Schedule , .:ing aware of the timing of the special session, the legislature modified several deadlines related to certification of aids and levies, publications and hearings. The following table provides a comparison of some key dates in the process for taxes payable in 200 I and 2002 - the upcoming levy year. I Action II Payable 2001 Schedule II Payable 2002 Schedule I Submit information for INA II July 20 I alternative levy limit calculation I State Aid Certification II July 31 September 1 I I Levy Limits to Cities IINA September 1 I Deadline for Proposed I September 15 September 15 I Property Tax Levy Report to Commissioner of Revenue INA September 30 I (re: special levies ) I Truth in Taxation Public Hearing II Notice 2 to 6 days before hearing I Suspended for 2002 I I Truth in Taxation Initial Hearing II Nov. 29 to Dec. 20 II Suspended for 2002 I 'arcel Specific Notice II Nov. 10 to Nov.24 II December 14 (Notice is modified) Final Special Levy INA II December 10 I Adjustment by Commissioner ; http://www.amm145.org!0Isumlrev.htm 7/21/2001 City of Andover, Minnesota Property Tax Levy , I Certified 2000 I Certified 2001 I 2002 Proposed I General Fund Levy 3,819,433 4,476,451 4,157,891 Debt Levy Debt Service Funds 1991 Fire Bond 299,363 261 ,450 0 1999 G.O. Equip Cert. 270,000 274,877 291,703 2001 G.O. Equip Cert. 0 0 259,978 Total Debt Service* 569,363 536,327 551,681 Other Levies Fire Levy 0 0 43,750 Capital Projects Capital EquipmenUProject 0 0 200,000 Parks Projects 0 0 50,000 J Road & Bridge 0 0 597,396 Lower Rum River Watershed 21 ,430 25,759 25,759 Gross City Levy 4,410,226 5,038,537 5,626,477 Less HACA 490,143 489,896 0 Net City Levy 3,920,083 4,548,641 5,626,477 Adjusted Tax Capacity Value** 17,207,590 20,158,724 16,161,321 (1) Tax Capacity Rate*** 22.781% 22.564% 34.814% * 2002 Debt Service Levy is based on City's Debt Management Study ** Adjusted Value determined by adjustingfor Fiscal Disparities and Tax Increment estimates. *** Blended rate due to the City of Andover levyingfor Lower Rum River Watershed District (1) Adjusted Tax Capacity Value is estimated and is subject to change. / City of Andover , 2002 Levy Limit Calculation* / 2000 Levy Limit 3,168,897 no special levies + 2000 HACA 489,896 + 2000 LGA 119,752 2000 Revenue Base 3,778,545 + 1 Year Adjustment 1.102902 ** 4,167,365 + 2 Year Adjustment 1.1 04980 ** 2002 Levy Limit 4,604,855 no additional adjustments ... Refer to attached levy limit handout / ...... Refer to attached levy limit factors handout 2001 Law Summaries Levy Limits & Truth In Taxation The levy limits are structured so that if a city does not . Levy limits (Article 16). Under the bill, levy limits are use all of its levy authority in any year, that authority is imposed for two years. The pay 2002 levy limit will be carried forward as additional levy authority in subse- equal to the greater of a limit computed with the actual quent years. Cities can also exceed the levy limit by 2001 levy plus 2001 state aids increased for one year of passing a local referendum. growth adjustments (see definition below) or the pay At least one charter city, Fridley, has a charter provision 2000 levy plus 2000 state aids increased for two years of that limits the annual property tax levy increase to the growth adjustments. rate of inflation. Due to the fact that the omnibus tax bill The first calculation v;:;jJLgsp~J.1Y benefit those cities eliminates HACA and results in overall aid cuts for many that ~nacted ~~llii~~a,).e".fo~~~~ cities, the Fridley charter could prevent the city from ':mttt..w1l~~~~,~.r,s,qrut.S~EHl~~,SJk~E~~2.~~X'=W replacing lost state aids. The bill exempts the local thqs~~JI~~;l~~~~~~~)}:n~Jlt;~l~~~tgj~a~Y~f- government from any charter levy limits that are less .~8J~,~nci,e.;a:!L~xe,~~~;"=,!~~,i,,W~~_~9}.~ than the amount allowed under this subdivision or any ~2~;;;~~~~~~~;~1!r~~7i~~f~~" referendum requirements related to levy increases due to lost aid. annual percentage increase in households within each - Levy limit adjustments for consolidation and annexation, city, 2) the percentage increase in inflation as defined by The bill provides for a method to be used to adjust a the implicit price deflator (an inflation adjustment) and local government's levy limit in the case of consolida- 3) the annual percentage increase in new construction of tion, annexation, changes in service levels, or transfer commercial and industrial property within the city. The of governmental functions. This provision is similar to household growth and the commercial-industrial growth the adjustment provisions in law when levy limits were factors are specific to each city while the IPD is a last imposed, for taxes levied in 1999.Annexation general inflation adjustment that is currently estimated to adjustments need only be done if the annexation be 4.3 percent for2001 for the 2001 levy limit base and involves an area with a population of 50 or more. 3.36 percent for the 2002 levy limit year. - Spedal Levies (Article 16 Section 6).As with past levy The levy limit calculation is based on the sum of limits, local units of government that are covered by / property taxes and state aids and therefore levy limits levy limits will be able to special levy outside oflevy automatically adjusts the property tax levy authority for limits for debt service, market value referenda, natural '1i each city based on changes in state aids. For example, disasters, certification errors, economic development l. '), cities that have a net decrease in LGA and HACA for abatements, mandated jail operating expenses, increases 2002 will automatically be provided additional levy due to matching fund requirements after 2000, authority due to the loss of state aids. Cities that will operation of a lake improvement district, and to repay 1 receive a net increase in state aids will have their overall loans related to certain transportation proj ects. levy authority relatively reduced. The bill exempts levy increases necessary to fund .' The table below illustrates the impact of aid changes employer contribution increases for the PERA coordi- on three hypothetical cities with identical current nated plan. The mandated employer increase contained property tax levies, state aids and growth factors. The city in the omnibus state departments bill is .35 percent with an aid reduction would receive additional levy effective Jan. 1, 2002. Each city will have to report the authority of $1 0, 000 to cover the lost state aids. The city amount of any PERA-related levy increase, as well as any with no net change in state aids would receive a levy other special levies to the Department of Revenue on increase due to the application of the growth adjust- the Department's Form 280 by Sept. 30. The Depart- ments while the city with the aid increase would actually ment will inform each city of its approved special levies have its levy authority reduced to account for the by Dec. 10. increase in state aids. For metropolitan area cities that currently levy for Impalt rf Aid Chaflgcs Otl tilt: Levy Limit for Three Hypothetical Cities transit costs, their levy limit base is reduced by the sum City City with City of their payable 2001 non-debt opt-out transit levy plus with Aid No Net with Aid non-debt opt-out transit HACA to account for the state Decrease Aid Change Increase A Pay 2001 Levy 100,000 100,000 100,000 takeover of the transit costs. B Pay 2001 State Aids 50,000 50,000 50,000 The Department of Revenue will be requesting the C Subtotal (A + B) 150,000 150,000 150,000 necessary information to compute levy linlits and D Growth Adjustments 5,000 5,000 5.000 E Pay 2002 Levy Limit Base existing special levies in early July. The cities and coun- (C+D) 155,000 155,000 155.000 ties will have to reply by July 20, 2001, or their levy limit F Pay 2002 State Aids 40.000 50,000 60.000 will be computed solely based on the pay 2000 levy limits. () G 2002 Levy Limit (E-F) 115,000 105,000 95.000 Mle:TIlis tXllInp/e is simplified III n;Pta OIUy "Ie imp/Itt r1 clJ/mga ill Sf/lte aid lllryfllellts III CIl". . Truth-in-Taxation (Article 3 Sections 47 to 49). The dty. TIll! i1fustnlliQII does Plot (lUOlI/ll JM ,hm~~ in "spedal //:llid "1/1Il1 IJJtllJld be IllJt3ide fr:lf)' limits. bill makes several changes to the proposed property tax LS28 LMC Cities Bulletin Association of Metropolitan Ml!llicipalities Page 1 of~ ~\1M 2001 Legislative Summary: .evy Limits Cities with populations over 2500 and all counties will have levy limits for taxes payble in 2002 and 2003. The 2002 levy limit will be the greater of either 1) a two year adjustment to the payable 2000 revenue base, (see example #1) or 2) a one year adjustment to the actual levy for payable 2001, plus aids and minus specials (see example #2). The adjustment factors are the implicet price deflator (IPD), which is anticipated to be 4.3 percent for 2001 and 3.0 percent for 2002, household growth, and half of new CII growth. A city's "revenue base" is defined as levy plus aids (LGA & HACA) minus bonded debt and other "special" levies. Special Levies - including new PERA Special Levy. The state departments bill included an unfunded mandate to increase the employer contribution to PERA by .35 percent. Cities and counties will be allowed to special levy for this increase. They will also be able to special levy for debt, market value referenda, natural disasters, certification errors, economic development abatements, mandated jail operating expenses, increases due to matching fund requirements after 2000, operation of a lake improvement district, and to repay loans related to certain transportation projects. Example #1 (Note: IPD is best available estimate, household and ell growth numbers Te randomly selected for the purpose of this example.) / ~vOO Levy Limit (actual levy limit will be used, even if (minus specials) 1.0 million you didn't levy up to that limit) + 2000 HACA 0.2 million + 2000 LGA 0.2 million 2000 Revenue Base $1.4 million + 1 year adjustment: $1.400 million x 5.5% {4.3% (IPD) + 1.0% (household growth) + 0.2% (half of ell growth)} = $1.477 million + 2nd year adjustment: $1.477 million x 5.0% (3.0 % (IPD) + 1.5% (household growth) + 0.5% (half ofC/I growth)) = $1.551 million 12 Levy Limit = http://www.amm145.orgl01sumllevylimits.htm 8/9/2001 Association of Metropolitan Municipalities Page 2 of~ , $1.551 million / - 0.000 (HACA) ~ 0150 CLGA) (this is $50,000 less than 2000 LGA - some cities will see . such decreases in LGA, while others will see increases.) = $ 1.401 million Example #2 2000 Levy Limit 1 0 '11' (actual levy limit will be used, even (minus specials) . mI Ion if d'd' I h t ') I you I n t evy up to t at lmlt + 2000 HACA 0.2 million + 2000 LGA 0.2 million 2000 Revenue Base =$1.4 million (city council approved $1.0 million 2001 Levy = $2.0 million increase over previous year due to catch-up or other special circumstances) + 1 year adjustment: , $2.0 million (2001 Levy) x 5% (3.0% (IPD) + 1.5% (household growth) + 0.5% (half of CII growth)) = $2.1 million 2002 Levy Limit = $2.100 million - 0.0 (HACA) - 0.150 (LGA) =$ 1.95 million http://www.amm145.orgl01sumilevylimits.htm 8/9/2001 - MINNESOTA Departmen "f Revenue Property Tax Division Mail Station 3340 St. Paul, MN 55146-3340 .' Phone (651) 296-5145 Fax (651) 297-2166 Payable 2000 Overall Levy Limitation Notice July 28, 1999 ANDOVER CITY OF CLERK-TREASURER CITY HALL 1685 CROSSTOWN BLVD NW ANDOVER, MN 55304 The payable 2000 overall levy limitation for your city is: $ 3,168,897 The following is a listing of the factors used in determining your city's payable 2000 overall levy limitation. See the enclosed letter for an explanation of these factors and for additional information concerning your city's overall levy limitation. 1. Adjusted Levy Limit Base for Payable 1999: $ 3,576,051 2. Implicit Price Deflator Adjustment (Mar. 99/Mar. 98): - 1.015 3. Household Growth Adjustment a. 1997 Households: 6,881 b. 1998 Households: 7,152 c. Ratio of 1998 to 1997 Households (bfa, but not less than 1.000): 1.039 4. Adjustment for Payable 1999 Market Value of New ell Construction a. Payable 1998 Total Taxable Market Value: $ 940,096,900 b. Payable 1999 Market Value of New ell Construction: $ 1,722,553 c. Adjustment (1 + Ratio of (b) to (a)): 1.002 5. Adjusted Levy Limit Base for Payable 2000 (1 x 2 x 3c x 4c): $ 3,778,792 6. New Net Tax Capacity-Based Referendum Levies: $ 7. 2000 Property Tax Aids a. 2000 Certified Local Government Aid (LGA): $ 119,752 b. 2000 Certified Homestead and Agricultural Credit Aid (HACA): $ 490,143 c. 2000 Estimated Taconite Aids: $ d. 2000 Certified Existing Low Income Housing Aid: $ e. Total (a+ b + C + d): $ 609,895 8. 1999 Tax Rate Excess Tax Increments (Increase Over 1997): $ 0 9. Payable 2000 Overall Levy Limitation (5 + 6 - 7e - 8): $ 3,168,897 An equal opportunity employer TTYITDD: (651) 215-0069 2000 2000 2000 2001 2001 2001 Levy Limit factors popOO hh98 hh99 hhOO Clladj hh adh IPD cI1 adj hh adj IPD AFTON 2,839 1,025 1,033 996 1.001784 1.007805 1.043 1.000084 1.000000 1.0336 ALBERT LEA 18,356 7,589 7,595 7,785 1.004706 1.000791 1.043 1.009511 1.025016 1.0336 ALBER1VILLE 3,621 974 1,088 1,287 1.008273 1.117043 1.043 1.037207 1.182904 1.0336 ALEXANDRIA 8,820 3,869 3,894 4,047 1.004067 1.006462 1.043 1.008208 1.039291 1.0336 ANDOVER 26,588 7,152 7,568 8,107 1.001736 1.058166 1.043 1.000159 1.071221 1.0336 ANNANDALE 2,684 970 982 1,098 'l:000829 ''[01'2371' 1.043"1.003950 1.1T!f1-:16 1.03'3'5 ANOKA 18,076 6,940 7,028 7,262 1.005621 1.012680 1.043 1.008943 1.033295 1.0336 APPLE VALLEY 45,527 14,786 15,296 16.344 1.004569 1.034492 1.043 1.003084 1.068515 1.0336 APPLETON 2,871 723 711 729 1.005115 1.000000 1.043 1.000197 1.025316 1.0336 ARDEN HILLS 9,652 3,043 3,015 2,959 1.007231 1.000000 1.043 1.003599 1.000000 1.0336 AUSTIN 23,314 9,610 9,655 9,897 1.003577 1.004683 1.043 1.004678 1.025065 1.0336 BAXTER 5,555 1,705 1,802 . 1,921 1.005908 1.056891 1.043 1.017534 1.066038 1.0336 BAYPORT 3,162 796 797 763 1.000000 1.001256 1.043 1.000178 1.000000 1.0336 BECKER 2,673 772 826 929 1.001093 1.069948 1.043 1.002702 1.124697 1.0336 BELLE PLAINE 3,789 1,270 1,325 1,396 1.004483 1.043307 1.043 1.003584 1.053585 1.0336 BENHDJI .. . 11,917 4,628 4,663 4,669 1.004350 1.007563 1.043 1.005269 1.001287 1.0336 . BENSON 3,376 1,469 1,472 1,451 1.000191 1.002042 1.043 1.001664 1.000000 1.0336 BIG LAKE 6,063 1,723 1,875 2,117 1.000091 1.088218 1.043 1.001129 1.129067 1.0336 BLAINE 44,942 15,023 15,608 15,898 1.004457 1.038940 1.043 1.003269 1.018580 1.0336 BLOOMINGTON 85,172 35,846 35,884 36,400 1.005859 1.001060 1.043 1.004001 1,014380 1.0336 BLUE EARTH 3,621 1,536 1,542 1,535 1.020393 1.003906 1.043 1.003416 1.000000 1.0336 BRAINERD 13,178 5,554 5,594 5,623 1.002954 1.007202 1.043 1.002464 1. 005184 1.0336 BRECKENRIDGE 3,559 1,490 1,505 1,438 1.003145 1.010067 1.043 1.001324 1.000000 1.0336 BROOKLYN CENTER 29,172 11,295 11,375 11,430 1.004804 1.007083 1.043 1.005037 1.004835 1.0336 BROOKLYN PARK 67,388 23,594 24,119 24,432 1.004983 1.022251 1.043 1,005666 1.012977 1.0336 BUFFALO 10,097 3,432 3,557 3,702 1.004474 1.036422 1.043 1.003968 1.040765 1.0336 BURNSVILLE 60,220 22,661 23,004 23,687 1.004835 1.015136 1.043 1.004365 1.029690 1.0336 BYRON 3,500 1,069 1,091 1,179 1.000543 1.020580 1.043 1.000724 1.080660 1.0336 , CALEDONIA 2,965 1,233 1,235 1,223 1.003039 1.001622 1.043 1.007908 1.000000 1.0336 CAMBRIDGE 5,520 2,112 2,229 2,237 1.005484 1.055398 1.043 1.008000 1.003589 1.0336 CANNON FALLS 3,795 1,479 1,501 1,550 1.003647 1.014875 1.043 1.001691 1.032645 1.0336 CENTERVILLE 3,202 849 1,013 1,077 1.003423 1.193168 1.043 1.003881 1.063179 1.0336 CHAMPLIN 22,193 6,847 7,098 7,425 1.004502 1.036658 1.043 1.001608 1.046069 1.0336 CHANHASSEN 20,321 6,008 6,541 6,914 1.004346 1.088715 1.043 1.003456 1.057025 1.0336 CHASKA 17,449 5,699 5,867 6,104 1.005255 1.029479 1.043 1.003435 1.040395 1.0336 CHISAGO CI1Y 2.622 874 931 1,038 1.000740 1.065217 1.043 1.000500 1.114930 1.0336 CHISHOLM 4,960 2,225 2,228 2,178 1.001557 1.001348 1.043 1.003635 1.000000 1.0336 CIRCLE PINES 4,663 1,662 1,662 1,697 1.000511 1.000000 1.043 1.000000 1.021059 1.0336 CLOQUET 11,201 4,591 4,621 4,636 1.007811 1.006535 1.043 1.005065 1.003246 1.0336 COKATO 2,727 971 979 990 1.001352 1.008239 1.043 1.004273 1.011236 1.0336 COLD SPRING 2,975 1,078 1,110 1,116 1.005524 1.029685 1.043 1.000040 1.005405 1.0336 COLUMBIA HEIGHTS 18,520 7,606 7,847 8,033 1.000552 1.005252 1.043 1.000725 1.023703 1.0336 COON RAPIDS 61,607 21,712 21,989 22.578 1.007989 1.012758 1.043 1.005658 1.026786 1.0336 CORCORAN 5,630 1,757 1,786 1,784 1.002003 1.016505 1.043 1.002359 1.000000 1.0336 COTTAGE GROVE 30,582 9,675 9,884 9,932 1.003873 1.021602 1.043 1.001049 1.004856 1.0336 CROOKSTON 8,192 2,984 3,001 3,078 1.003060 1.005697 1.043 1.009119 1.025658 1.0336 CRYSTAL 22,698 9,422 9,429 9,389 1.001570 1.000743 1.043 1.001738 1.000000 1.0336 DAYTON 4,699 1,648 1,655 1,550 1.002224 1.004248 1.043 1.000416 1.000000 1.0336 DEEPHAVEN 3,853 1,383 1,382 1,373 1.000030 1.000000 1.043 1.000039 1.000000 1.0336 DELANO 3.837 1.253 1,293 1,368 1.000040 1.031923 1.043 1.000807 1.058005 1.0336 DETROIT LAKES 7,348 3,321 3,351 3,319 1.004109 1.009033 1.043 1.007816 1.000000 1. 0336 DILWORTH 3,001 1,153 1,166 1,160 1.000046 1.011275 1.043 1.006313 1.000000 1.0336 DULUTH 86,918 35,045 35,112 35,500 1.002222 1.001912 1.043 1.002290 1.011050 1.0336 EAGAN 63,557 22,481 22,971 23,773 1.008388 1.021796 1.043 1.007935 1.034914 1.0336 EAST BETHEL 10,941 3,287 3,407 3,607 1.000025 1.036507 1.043 1.000615 1.058703 1.0336 EAST GRAND FORKS 7,501 3,036 3,120 2,929 1.012183 1.027668 1.043 1.009217 1.000000 1.0336 EDEN PRAIRIE 54,901 18,755 19,314 20,457 1.007071 1.029805 1.043 1.006450 1.059180 1.0336 EDINA 47,425 21,010 21,101 20,996 1.004172 1.004331 1.043 1.003359 1.0DOOOO 1.0336 / City of Andover General Fund 2002 Budget Gap Analysis I Adopted 2001 I Preliminary 20021 Revenue Estimates 7,176,806 6,977,261 Base Budget 7,176,806 7,068,856 * Available for Adjustments 0 (91,595) Adjustments to Base Budget Personal Services 293,306 Services & Supplies, Etc. (527,201) ** Capital Outlay 142,300 Total Adjustments to Base Budget 0 (91,595) Budget Gap 0 0 / * 2001 Base Budget less any capital outlay. Capital Outlay is new each year: no base or carryforward is considered. 2001 capital outlay was $107,950. ** A $597,396 Road & Bridge Levy is being initiated for budget year 2002. / ~ ~ co _ _ .- C.CIl m c: c:-g b~ ~:t:: ~ ~:::l .~~ a ro = ~ ~~0 J Q)~c;; ~ 1i)~ $~ "3 "310...5 z ~ Q) _ ~~ m- u U~~ C:C::::l - >m m - -C:t'll o 0 0 cr m t'll Q) ~ _ == ~ t'll t'll 0 U _ -E~c;;~ C~CQ)~ 0 O~O !:; ~m""Q)"" ~Q):::lC:c: ..... .....0= _ c: 0 c: ~ t'll c: c: 0 ~ ~ ~ _ t'll o t'llc.ocr:E t'll~Ec:~ ..... .....Q)- _ m--Q) c:t'llt'llC:mm~ ~ c: LL Q).....-~L..Q) en..... CtJ--c: c::::lQ) m ~ m.... 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CITY OF ANDOVER 8/24/200110:05 AMREV-EXP.XLS Budget Summary - General Operating Budget Budget Year 2002 Actual Actual Budget Estimate Request J 1999 2000 2001 2001 2002 REVENUES Property Taxes $ 3,125,775 $ 3,571,186 $ 4,031,155 $ 4,030,955 $ 4,271,900 License and Penn Its $ 609,225 $ 623,662 $ 872,020 $ 954,975 $ 910,640 Intergovernmental Revenues $ 864,985 $ 969,318 $ 1,083,004 $ 1,059,582 $ 622,209 Charges for Current Services $ 754,629 $ 900,236 $ 573,260 $ 522,805 $ 442,590 Fines and Forfeits $ 78,396 $ 82,443 $ 65,300 $ 78,000 $ 78,000 Miscellaneous Revenue $ 267,464 $ 306,077 $ 308.000 $ 296,300 $ 409,500 Transfers $ 777,200 $ 85.121 $ 244,067 $ 90,000 $ 242,422 u.__ - TOTAL REVENUES $ 6,477,674 $ 6,538,043 $ 7,176,806 $ 7,032,617 $ 6,977,261 .- EXPENDITURES -- General Government $ 1,675,952 $ 1,885,265 $ 1,974,606 $ 1,969,996 $ 2,347,538 \ Public Safety 1,820,436 2,018.133 2,165,184 2,192,911 2,380,547 / Public Works 2,113,132 2,707,762 2,870,464 2,815,231 2,203,087 Other 537,931 168,312 166,552 141,552 46,089 I TOTAL EXPENDITURES $ 6,147,451 $ 6,779,471 $ 7,176,806 $ 7,119,690 $ 6,977 ,261 . . ~. . ,tJNDER (OVER) BUDGET $ 330,223 $ (241,429) $ (0) $ (87,073) $ (0) Page 1 of 1 CITY OF ANDOVER 8/24/200110:05 AMREVSUM,XLS Revenue Budget Summary - General Government Budget Year 2002 Actual Actual Budget Estimate Request / 2001 2001 2002 1999 2000 Property Taxes $ 3,125,775 $ 3,571,186 $ 4,031,155 $ 4,030,955 $ 4,271,900 License and Perm its $ 609,225 $ 623,662 $ 872,020 $ 954,975 $ 910,640 Intergovernmental Revenues $ 864,985 $ 969,318 $ 1,083,004 $ 1,059,582 $ 622,209 Charges for Current Services $ 754,628 $ 900,236 $ 573,260 $ 522,805 $ 442,590 Fines and Forfeits $ 78,396 $ 82,443 $ 65,300 $ 78,000 $ 78,000 Miscellaneous Revenue $ 267,464 $ 306,077 $ 308,000 $ 296,300 $ 409,500 Transfers $ 777,200 $ 85,121 $ 244,067 $ 90,000 $ 242,422 , n GRAND TOTAL $ 6,477,674 $ 6,538,043 $ 7,176,806 $ 7,032,617 $ 6,977 ,261 I / Page 1 of 1 CITY OF ANDOVER 8/24/200110:04 AMGENERAL.XLS Revenue Budget Worksheet Budget Year 2002 GENERAL FUND , Revenue Actual Actual Budget Estimate Request Code 1999 2000 2001 2001 2002 Propertv Taxes 31010 Current Ad Valorem Tax $ 2,609,340 $ 2,879,170 $ 3,315,209 $ 3,315,209 $ 3,757,458 31020 Del. Ad Valorem Taxes 26,544 151,236 27,000 27,000 27,000 31040 Fiscal Disparities 473,298 524,828 671,346 671,346 469,942 31910 Pen/lnt. on Ad Valorem 12,985 15,953 16,000 16,000 16,000 31920 Forfeited Tax Sale Apport. 3,608 - 1,600 1,400 1,500 - .----., -- . Subtotal $ 3,125,775 $ 3,571,186 $ 4,031,155 $ 4,030,955 $ 4,271,900 I. .. - LIcenses and Permits 32110 LiQuor - IntoxicatinQ $ 4,600 $ 10,000 $ 17,600 $ 4,700 $ 17,600 32111 Liquor - Non-Intoxicating 755 900 800 800 800 32130 Ciaarette 1,425 1,125 1,500 1,250 1,500 32140 Refuse/Recycle Haulers 2,050 1,275 1,100 1,275 1,200 32150 Rental Licenses 6,650 117 7,200 5,500 500 32160 Contractor 7,850 7,355 8,000 7,500 8,000 32161 Doo Kennel 100 100 150 150 150 32162 Junk Yards - 200 - - - 32163 Tree Trimmers 100 75 100 100 100 32165 Peddler 450 250 400 300 400 32166 Theraoeutic Massage 650 150 150 150 150 32210 Building 463,586 485,674 730,000 800,000 767,000 J 32211 Heating 21,230 19,161 16,000 45,000 18,900 32212 Plumbing 55,925 53,986 45,000 51,000 48,300 32213 Seotic Systems 2,493 2.170 1,750 4,000 2,400 32214 Seotic Pumping 1,779 2,118 1,800 1,800 2,400 32215 Septic Repair 1,856 1,505 1,000 1,100 2.000 32216 Sanitary Sewer 8,900 7,390 12,600 7,800 12,600 32218 Curb Cut - - 30 - - 32219 Cert. of Occupancy 1,696 1,436 1 ,400 1,400 1,400 32220 Gas Fireplace 16,168 13,868 14,000 12,000 13,900 32240 DoaLicenses 950 1,234 1,000 1,000 1,000 32260 Bumina Permits 1,540 1,420 1,500 1,800 1,600 32261 Rezonina 1,100 2,075 1,100 600 1,100 32262 Soecial Use 3,440 3,015 3,000 2,700 3,000 32263 Variance 1,000 1,650 1.200 750 1,200 32264 Lot SolitsNacate Ease 1,000 1,350 1,440 600 1,440 32265 seecial Home Occupation - - 200 - - 32267 Sian Permit 1,283 1,814 1,500 1,200 1,500 32269 Comp. Plan Amendment 650 2,250 500 500 500 . ~.. - Subtotal $ 609,225 $ 623,662 $ 872,020 $ 954,975 - - $ 910,640 .. Page 1 of 3 CITY OF ANDOVER 8/24/200110:04 AMGENERALXLS Revenue Budget Worksheet Budget Year 2002 , J Revenue Actual Actual Budget Estimate Request Code 1999 2000 2001 2001 2002 Interaovernmental Revenue 33130 Comm. Develop. Block $ 15,556 $ 21,058 $ 18,000 $ 13,000 $ 55,000 33131 Electrical Permits 146 147 150 200 150 33401 Local Govemment Aid 111,145 119,752 119,758 119,758 119,827 33402 Homestead & Ag Credit 340,433 381,601 489,896 489,896 - 33403 Local Performance Aid 27,087 - - - - 33404 P.E.R.A. 10,093 10,093 10,093 10,093 - 33405 C.O.P.S. Grant 36,250 93,750 68,750 65,000 60,000 33406 SCORE Reimbursement 50.254 51,299 55,000 52,000 55,000 33407 State Police Aid 50,831 59,580 61,987 61,987 66,862 33418 Munic. State Hwv Aid 140,000 140,000 140,000 133,278 134,000 33420 Fire Aid 60,599 64,082 63,000 63,000 80,000 33422 Other Grants 8,722 - 10,000 5,000 5,000 33423 City Reimbursements - 9,586 28,000 28,000 28,000 33430 School District Liason 13,869 18,370 18,370 18,370 18,370 - - - - . Subtotal .. . $ 864,985 $ 969,318 $ 1,083,004 $ 1,059,582$ 622,209 , .--- '0. -. ~- -- -- Charaes for Current Services 34101 Rental of Fields/Rinks $ - $ 800 $ 500 $ 1,600 $ 500 34102 NotarvFees 48 114 50 50 50 34103 Plat Fees 2,995 8,469 5,500 3,400 5,500 34104 Plan Check Fees 294,314 295,278 - - - 34105 Sale of Copies, Ord. etc 1,012 626 800 600 800 34106 Reoorts 120 80 50 50 50 I 34107 Assessment Searches 2,679 2,664 2,500 2,200 2.500 34108 Meeting Notif. Sign Fee 280 679 400 150 400 34109 Sewer Administration 5,340 4,450 3,750 3,200 3,750 34111 Engineering Mileage 2,491 2,155 1,000 890 1,000 34112 Partv Permits 95 215 100 125 150 34114 Recvclina 11,207 19,874 12,000 12,200 12,000 34115 Recording Fees 1,071 1,769 800 750 800 34116 Tournament Fees - - 200 200 200 34117 Bad Check Charge 250 200 300 40 100 34118 Health Authoritv Fee 10 - 10 - 10 34119 Reinspection Fee 1,428 672 1,000 750 1,000 34120 Council Filing Fee - 90 - - 60 34121 Escrow Inspection Fee 5,925 3,400 4,500 3,300 4,500 34123 Sale of Street Signs 28,221 18,535 22,000 21,000 22,000 34124 Com. Site Plan Review 3,775 5,750 4,000 3,700 4,000 34125 Proiect Enaineerina Fees 204,213 194,538 242,000 210,800 159,720 34131 Public Works Fees 13,016 7,622 12,000 8,000 12,000 34135 Debris Removal - - 100 100 100 34140 Flood Zone Search - - 100 - 100 34141 Financial Admin. Fees 3,537 130,185 85,000 77,000 85,000 34142 Plannina Dept. Fees 10,480 14,456 10,000 11,000 10,000 Page 2 of 3 CITY OF ANDOVER 8/24/200110:04 AMGENERAL.XLS Revenue Budget Worksheet Budget Year 2002 '. / Revenue Actual Actual Budget Estimate Request Code 1999 2000 2001 2001 2002 Charaes for Current Services - continued 34143 Gradino Insoection Fee 8,404 4,098 6,500 4,300 6,500 34145 Fire PlanllnsDection Fees - 23,550 300 - 3,000 34149 Proiect Inspection Fees 149,559 152,737 150,000 148,000 99,000 34150 Right-of-Wav Mom!. Fee - 3.230 34151 Sketch Plan Review - - 4,000 4,200 4,000 34200 Bid Plans 285 460 300 1 ,400 300 34951 Sac Retainage 3,875 3,542 3,500 3,800 3,500 _H _ _"._ - .. .-.. Subtotal $ 754,628 $ 900,236 $ 573,260 $ 522,805 $ 442,590 . ... -- ~ Fines and Forfeits 35101 Court Fines $ 75,321 $ 78,668 $ 63,000 $ 75,000 $ 75,000 35102 Other Fines 3,075 3,775 2,300 3,000 3,000 .. Subtotal $ 78,396 $ 82,443 $ 65,300 $ .. 78,000 $ 78,000 Miscellaneous Revenue 36104 Assm!. Coil. bVCty. - Del. 301 - - - 36106 Assm!. Coli. BVCity - Del. 1,774 - - - 36210 Interest Earned 17.073 99,139 85,000 82,000 185,000 36212 Valuation Adustment 44,968 5,517 - - - 36220 Rent 31,407 32,672 33,000 35,000 35,000 36241 POD Machine 86 318 - - 36242 Maps, Etc. 380 415 500 500 500 36243 Tree Tape - - 100 100 100 36249 Fire Department Revenue 24 40 - - , 36260 Refunds & Reimbursement 34,603 16.367 25,000 17,000 20,000 37401 Street Light User Fees 127,011 137,467 145,000 142,000 145,000 37460 Penalties - Street Lights 1,967 2,141 1.900 2,200 1,900 38401 Computer Services 7,870 12,000 17,500 17,500 22,000 - Subtotal $ 267,464 $ 306,077 $ 308,000 $ 296,300 $ 409,500 - .. . Transfers 39201 Budaeted Use of Fund balance $ - $ - $ 41,682 39207 Transfer From PIR Fund - - - - 39210 Transfer From Sewer Fund 12,300 10,000 15,000 15,000 25,000 39213 Transfer From Water Fund 70,775 71,961 75,000 75,000 98,000 39214 Transfer From CaDital EquiD. 693,625 - 154,067 - 77,740 39215 Transfer From In-House MSA - - - - 39601 Miscellaneous 500 3,160 - - .._--~-- .-. --- .. Subtotal $ 777,200 $ 85,121 $ 244,067 $ 90,000 $ 242,422 --_..' .~ I .. . L'~ _. _ _ .... - I I I I I ..- GRAND TOTAL 6,477,674 6,538,043 7,176,806 7,032,617 6,977,261 Page 3 of 3 CITY OF ANDOVER 8/24/200110:06 AMTOTSUM2.xLS Expenditure Budget Summary - General Government Budget Year 2002 , Actual Actual Budget Estimate Request Percrnt 1999 2000 2001 2001 2002 Ch~ GENERAL GOVERNMENT Mayor and Council $ 76.833 $ 71,640 $ 74,641 $ 74,116 $ 67,748 -9.48% Newsletter Total 16,942 18,723 25,000 21,000 28,350 13.40% City Clerk Total 100,394 102,407 114,094 112,429 126.606 10.97% Elections Total 1,566 25,807 11,637 11,637 43,813 276.51 % Administration Total 86,807 86,399 98,360 99,210 120,301 22.31% Human Resources - - - - 161,379 0.00% Financial Admin. Total 208,206 215,845 236,395 235,375 252,712 6.90% Auditing Total 8,600 9,500 11,000 11,000 11,000 0.00% Assessing Total 77.578 83,784 84,500 92,040 102,000 20.71% Attorney Total 117,740 116,966 127,500 125,300 133.200 4.47% Planning and Zoning Total 200.100 215,039 248,932 246,125 258,584 3.88% Information Systems Total 51,274 98,105 132,515 131,305 131,414 -0.83% Facilities Management 341,371 402,416 441,402 450,178 533,108 20.78% Engineer Total 388,541 362214 368 430 360 281 377 323 2.41% - .~. - -~ "~ $ 2,347,538 ; Total General Government $ 1,675,952 1,808,845 $ 1,974,606 $ 1,969,996 $ 18.89% - - - - + PUBLIC SAFETY Pollee Protection $ 927,868 $ 1,062,430 $ 1,106,616 $ 1,106,616 $ 1,203,496 8.75% Fire Protection 567,783 550.686 650,809 683,805 748,276 14.98% Protective Inspection 305,543 329,534 377,583 374,544 398,437 5.52% , Civil Defense 7,178 13,342 16,496 16,375 16,558 0.37% Animal Control 12,064 12774 13680 11 570 13780 0.73% Total Public Safety $ 1,820,436 $ 1,968,766 $ 2,165,184 $ 2,192,911 $ 2,380,547 9.95% PUBLIC WORKS Streets and Highways $ 711,000 $ 870,349 $ 1,108,369 $ 1,095,751 $ 393,932 -64.46% Snow and Ice Removal 380,945 442,583 501,514 447,481 533,473 6.37% Storm Sewer 94,111 64,403 131,074 130,623 126,299 -3.64% Street Lighting 28,976 23,961 36,400 32,200 36,400 0.00% Street Signs 115,456 111,837 130,030 147,675 118,161 -9.13% Traffic Signals 14,254 13,366 30,000 25,000 30,000 0.00% Street Lights. Billed 113,244 129,041 141,150 138,650 141,150 0.00% Tree Preservation 10,929 20,229 22,105 19,306 23,830 7.80% Weed Control 14,917 15,441 22,337 20,711 20,674 -7.44% Parks and Recreation 516,858 538.522 605,183 609,383 627,967 3.76% Sunshine Park 24,135 31,798 32,007 31,957 33,270 3.95% Recycling 88,307 91.071 110295 116495 117 931 6.92% . Total Public Works $ 2,113,132 $ 2,352,601 $ 2,870,464 $ 2,815,231 $ 2,203,087 -23.25% - - ,._- I 'I I I' I I I I I OTHER 1 537,931 I 503,378 I 166,552 141.5521 46,089 -72.33% - --- -. ., Total Other $ 537,931 $ 503,378 $ 166,552 $ 141,552 $ 46,089 -72.33% I I I '1 'I I, I I I I I - GRAND TOTAL $ 6,147,451 $ 6,633.590 $ 7,176,806 $ 7,119,690 $ 6,977,261 , -2.78% Page 1 of 1 CITY OF ANDOVER 8/24/200110:00 AMSUMMARy.xLS Expenditure Budget Summary - Totals Budget Year 2002 Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 GENERAL GOVERNMENT Total General Gov't $ 1,675,952 $ 1 ,808,846 $ 1,974,606 $ 1,969,996 $ 2,347,538 .,., ..- ' - _. PUBLIC SAFETY Total Public Safety $ 1,820,436 $ 1,968,766 $ 2,165,184 $ 2,192,911 $ 2,380,547 - ,- PUBLIC WORKS Total Public Works $ 2,112,832 $ 2,352,602 $ 2,870,464 $ 2,815,231 $' 2,203,087 ..- -- OTHER , ' Total Other $ 537,931 $ 503,379 $ 166,552 $ 141,552 $ 46,089 II .- . -- . I I I I I II ___ ., 1$ I 6,633.593 I $ I 7.119,690 l $ GRAND TOTAL 6.147,151 $ 7,176,806 $ 6.977,261 , , Page 1 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARYXLS Expenditure Budget Summary - Totals Budget Year 2002 -' Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Mavor and Council- Department# 41110 Personal Services $ 37,780 $ 37,410 $ 38,943 $ 38,943 $ 38,943 Supplies and Materials 67 246 400 600 500 Purchased Services 16,719 15,738 16,373 14,473 7,480 Other Services and Charges 22,267 18,246 19,125 20,100 20,825 TotalMayor and Council $ 76,833 $ 71,640 $ 74,841 $ 74,116 $ 67,748 roo" --... . -"-.' '--" Newsletter. Department# 41140 Supplies and Materials $ - $ - $ - $ - $ - Purchased Services 16,942 18,723 25,000 21,000 28,100 Other Services and Charges - - - - -250 Total Newsletter $ 16,942 $ 18,723 $ 25,000 $ 21 ;000 $ 28,350 I . - - ' - City Clerk. Department # 41400 / Personal Services $ 81,646 $ 85,547 $ 90,323 $ 90,323 $ 96,114 Supplies and Materials 505 917 1,200 500 1,200 Purchased Services 16,544 14,784 18,756 18,106 21,177 Other Services and Charges 1,699 1,160 1,615 1,300 8,115 Capital Outlay - - 2,200 2,200 - -.., Total City Clerk $ 100,394 $ 102,408 $ 114,094 $ .. 112,429 $ 126,606 I Elections. Department # 41410 Personal Services $ 1,566 $ 14,934 $ 1,637 $ 1,637 $ 23,488 Supplies and Materials - 369 - - 4,600 Purchased Services - 504 - - 5,725 Capital Outlay - 10,000 10,000 10,000 10,000 Total Elections $ 1,566 $ 25,807 $ 11,637 $ -11,637 $' 43,813 I .'-- , I Administration. Department # 41430 Personal Services $ 67,248 $ 68,932 $ 77,810 $ 77,810 $ 94,325 Supplies and Materials 2,195 1,444 2,800 2,800 2,600 Purchased Services 13,828 11 ,487 14,750 15,850 17,676 Other Services 3,536 4,534 3,000 2,750 5,700 -- ~ TotafAdminlstration $ 86,807 $ 86,399 $ 98,360 $ 99,210 $ 120,301 -_.. , / Page 2 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 / Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Human Resources. Department #41431 Personal Services $ - $ - $ - $ - $ 841 Supplies and Materials - - - - 700 Purchased Services - - - - 83,764 Other Services - - - - 76,074 . Total Administration $ $ $ $ $ - - - - 161,379 I . I Financial Administration. Department # 41530 Personal Services $ 191,518 $ 199,873 $ 215,866 $ 215,866 $ 232,893 Supplies and Materials 3,938 2,759 4,300 3,950 4,300 Purchased Services 6,100 6,961 6,879 7,734 8,419 Other Services and Charges 6,497 4,153 5,850 4,625 5,600 Capital Outlay 153 2,100 3,500 3,200 1,500 Total FinanCial Administration $ 208,206 $ 215,845 $ 236,395 $ 235,375 . $- 252,712 I" ) Audit - Department # 41540 Professional Services $ 8,600 $ 9,500 $ 11,000 $ 11,000 $ 11,000 Total Audit $ 8,600 $ 9,500 $ 11,000 $ 11,000 $ 11,000 I .' Assessina - Department # 41550 I profes~ional Services $ 77,578 $ 83,784 $ 84,500 $ 92,040 $ 102,000 Total Assessments $ 77,578 $ 83,784 $ 84,500 $ 92,040 $ 102,000 II~ ..-- . . -- Attornev - Obiect # 304 Professional Services $ 117,740 $ 116,966 $ 127,500 $ 125,300 $ 133,200 . Total Attorney $ 117,740 $ 116,966 $ 127,500 $ 125,300 $ 133,200 I I Plannina and Zonina - Department # 41910 Personal Services $ 179,815 $ 196,362 $ 221,958 $ 221,958 $ 234,110 Supplies and Materials 5,334 2,495 5,000 3,500 4,000 Purchased Services 9,899 11,595 11,407 11,001 11,431 Other Services and Charges 5,052 4,588 8,066 7,166 9,042 Capital Outlay - - 2,500 2,500 - / , , Total Planning and Zoning $ 200,100 $ 215,039 $ 248,932 $ 246,125 $ 258,584 Page 3 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARYXLS Expenditure Budget Summary - Totals Budget Year 2002 / Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Information Systems - Department # 41920 Personal Services $ 9,117 $ 26,635 $ 61 ,465 $ 61 ,465 $ 65,904 Supplies and Materials 39,640 53,885 56,050 50,240 56,110 Capital Outlay 2,517 17,586 15,000 19,600 9,400 Total Data Processing $ 51,274 $ 98,106 $ 132,515 $ 131,305 $ 131,414 1 - - . ~ ,-. I City Hall Buildina - Department # 41940 Supplies and Materials $ 5,446 $ 5,500 $ 7,250 $ 9,500 $ 6,750 Purchased Services 37,573 40,168 40,993 46,613 46,201 Other Services and Charges 16,022 16,735 23,125 23,675 22,425 Capital Outlay - - 2,500 2,500 - -. Total City Hall Building $ 59,041 $ 62,403 $ 73,868 $ 82,288 $ 75,376 - , Fire Station - Department # 41950 I Supplies and Materials $ 3,194 $ 1,297 $ 5,400 $ 4,450 $ 5,500 Purchased Services 29,803 35,182 39,589 47,200 51,344 Other Services and Charges 6,082 10,205 9,300 15,100 11,800 Capital Outlay - - - - - Total Fire Station $ 39,079 $ 46,684 $ 54,289 $ 66,750 $ 68,644 I I I Public Works Buildina - Department # 41960 Supplies and Materials $ 7,747 $ 9,529 $ 20,000 $ 15,571 $ 12,500 Purchased Services 37,565 57,895 52,700 61,156 74,737 Other Services and Charges 14,454 17,220 23,000 10,063 23,500 Capital Outlay - 11,904 2,500 2,000 - Debt Service 170,025 173,165 181,355 181,355 183,660 , - Total Public Works $ 229,791 $ 269,713 $ 279,555 $ 270,145 $ 294,397 I .-- '- .- - I I Senior Center - Department # 41970 Supplies and Materials $ 50 $ 915 $ 800 $ 800 $ 700 Purchased Services 6,875 7,319 7,585 8,446 9,123 Other Services and Charges 4,636 3,588 4,100 3,800 4,600 Capital Outlay - - - - 65,000 Total Senior Center $ 11,561 $ 11,822 $ 12,485 $ 13,046 $ 79,423 I' .".h --- . I I I I I Page 4 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 / Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Eauipment Buildina - Department # 41980 Supplies and Materials $ - $ - $ 1,000 $ 950 $ 1,000 Purchased Services 959 11,254 10,509 7,915 10,533 Other Services and Charges - - 1 ,400 1 ,400 1 ,400 Capital Outlay - - 6,000 6,000 - --- - Total EqllipmerifBuilding $ 959 $ 11,254 $ 18,909 $ 16,265 $' 12,933 , City Hall Garaae - Department # 41990 Supplies and Materials $ 237 $ 12 $ 350 $ 350 $ 350 Purchased Services 703 528 1,946 1,334 1,985 ~- Total CitY Hidl Garage $ 940 $ 540 $ 2,296 $ .. 1,684 $ 2,335 I" Enaineerina - Department # 42000 / Personal Services $ 349,451 $ 323,307 $ 302,500 $ 302,500 $ 321,319 Supplies and Materials 9,842 8,696 18,500 16,000 18,000 Purchased Services 9,268 7,580 13,519 11,919 11,744 Other Services and Charges 8,591 15,726 24,912 21,862 23,910 Capital Outlay 11,389 6,904 9,000 8,000 2,350 ..-, Total Engineering $ 388,541 $ 362,213 $ 368,430 $ 360,281 $ 377,323 TOTAL GENERAL GOV'T $ 1,675,952 $ 1,808,846 $ 1,974,606 $ 1,969,996 $ 2,347,538 Page 5 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 I Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Police Protection. Department # 42100 Supplies and Materials $ - $ - $ - $ - $ - Purchased Services 927,868 1,062,430 1,106,616 1,106,616 1,203,496 Other Services and Charges - - - - - Total Police Protection $ 927,868 $ 1,062,430 $ 1,106,616 $ 1,106,616 $ 1,203,496 I Fire Protection - Department # 42200 Personal Services $ 367,309 $ 394,610 $ 462,337 $ 462,337 $ 519,187 Supplies and Materials 24,414 23,734 30,900 29,150 50,700 Purchased Services 18,046 16,094 18,903 18,400 21,320 Other Services and Charges 135,831 113,852 138,668 133,918 151,819 Capital Outlay 22,183 2,396 - 40,000 5,250 Total Fire Protection $ 567,783 $ 550,686 $ 650,809 $ 683,805 $ 748,276 . ., I Protective Inspection - Department # 42400 ) Personal Services $ 274,287 $ 300,740 $ 336,394 $ 336,394 $ 357,741 Supplies and Materials 11,315 4,692 15,300 7,100 10,100 Purchased Services 4,705 5,863 8,868 7,668 8,089 Other Services and Charges 14,608 18,239 13,771 20,132 21,707 Capital Outlay 628 - I 3,250 3,250 800 Miscellaneous - - I - - - Tolal. Protective Inspection $ 305,543 $ 329,534 $ 377 ,583 $ 374,544 $ 398,437 . I Civil Defense. Department # 42500 Personal Services $ 3,252 $ 3,314 $ 3,539 $ 3,539 $ 3,535 Supplies and Materials 214 8,284 6,900 6,900 6,900 Purchased Services 1,267 1,204 1,557 1 ,436 1,623 Other Services and Charges 2,445 540 4,500 4,500 4,500 Capital Outlay - - - - - Total Civil Defense $ 7,178 $ 13,342 $ 16,496 $ 16,375 $ 16,558 I Animal Control. Department # 42700 Supplies and Materials $ 119 $ 68 $ 105 $ - $ 205 Purchased Services 11,945 12,706 13,575 11,570 13,575 Total Animal Control $ 12,064 $ 12,774 $ 13,680 $ 11,570 $ 13,780 . . I I I I I Page 6 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 I Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 -- TOTAL PUBLIC SAFETY $ 1,820,436 $ 1,968,766 $ 2,165,184 $ 2,192,911 $ 2,380,547 J Page 7 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Streets & Hiahwavs - Department # 43100 Personal Services $ 195,495 $ 230,133 $ 149,967 $ 149,967 $ 172,744 Supplies and Materials 20,546 26,579 30,200 21,706 31,700 Purchased Services 17,170 16,772 19,950 17,773 21,807 Other Services and Charges 477,789 595,762 908,252 906,304 167,681 Capital Outlay - 1,103 - - - - Total Streets & Highways $ 711,000 $ 870,349 $ $ $ I I 1,108,369 1,095,751 393,932 I Snow and Ice Removal- Department # 43125 Personal Services $ 170,292 $ 200,509 $ 251,481 $ 251,481 $ 269,447 Supplies and Materials 124,877 160,569 149,400 96,200 160,900 Purchased Services 2,520 2,262 4,900 4,094 3,828 Other Services and Charges 83,256 79,243 95,733 95,706 99,298 Capital Outlay - - - - - . Total Snow and Ice Removal $ 380,945 $ 442,583 $ 501,514 $ 447,481 $ 533,473 I I -r I I Storm Sewer - Department # 43150 Personal Services $ 54,865 $ 43,018 $ 53,570 $ 53,570 $ 60,054 Supplies and Materials 4,128 8,344 5,400 5,400 7,400 Purchased Services 231 203 737 287 403 Other Services and Charges 14,887 12,838 71,366 71,366 58,441 Capital Outlay 20,000 - - - - Total Storm Sewer $ 94,111 $ 64,403 $ 131,074 $ 130,623 $ 126,299 I I I Street Liahtina - Department # 43160 Purchased Services $ 21,776 $ 22,481 $ 28,000 $ 27,000 $ 28,000 Other Services & Charges 150 - 400 200 400 Capital Outlay 7,050 1,480 8,000 5,000 8,000 . Total Street Lighting :Ii 28,976 :Ii 23,961 :Ii 36,400 :Ii 32,200 :Ii 36,400 I- I Street Sians - Department # 43170 Personal Services $ 71,922 $ 65,006 $ 70,208 $ 70,208 $ 74,114 Supplies and Materials 34,486 34,247 35,200 52,889 30,200 Purchased Services 628 141 421 418 435 Other Services and Charges 8,420 7,123 24,201 24,160 13,412 Capital Outlay - 5,320 - - - / Total Street Signs $ 115,456 $ 111,837 $ 130,030 $ 147,675 $ 118,161 I I I I I Page 8 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Traffic Sianals - Department # 43180 Purchased Services $ 14,254 $ 13,366 $ 30,000 $ 25,000 $ 30,000 Capital Outlay - - - - - I' Total Traffic Signals $ 14,254 $ 13,366 $ 30,000 $ 25,000 $ 30,000 ~. . I Street Liahts - Billed - Department # 43190 Supplies and Materials $ - $ - $ 150 $ - $ 150 Purchased Services 112,747 128,793 129,000 128,650 129,000 Repairs & Maintenance 497 248 12,000 10,000 12,000 Capital Outlay - - - - - Total Street Lights - Billed $ 113,244 $ 129,041 $ 141,150 $ 138,650 $ 141,150 , I~' .. I Tree Preservation - Department # 46102 Personal Services $ 4,725 $ 4,761 $ 5,001 $ 5,001 $ 5,600 Supplies and Materials 1,426 500 1,900 1,750 2,900 / Purchased Services 74 13,185 10,627 8,077 10,636 Other Services and Charges 4,704 1,783 4,078 3,978 4,695 Capital Outlay - - 500 500 - I. $ Total Tree Preservation 10,929 $ 20,229 $ 22,105 $ 19,306 $ 23,830 I I Weed Control- Department # 46103 Personal Services $ 7,157 $ 7,628 $ 8,165 $ 8,165 $ 8,825 Supplies and Materials 350 200 3,525 3,350 3,375 Purchased Services 684 603 2,659 2,109 1,671 Other Services and Charges 6,727 7,010 7,987 7,087 6,803 I. $ $ $ Total Weed Control 14,917 $ 15,441 22,337 $ 20,711 20,674 I' - , Parks - Department # 45200 Personal Services $ 263,924 $ 313,742 $ 360,710 $ 360,710 $ 387,989 Supplies and Materials 53,958 51,136 47,500 52,500 50,000 Purchased Services 28,097 23,296 29,112 28,312 32,308 Other Services and Charges 83,017 98,367 105,853 105,853 108,208 Capital Outlay 64,100 31,103 40,000 40,000 40,000 Debt Service Assessments 23,762 20,879 22,008 22,008 9,462 Miscellaneous - - - - - . ' Total Parks $ 516.858 $ 538.523 $ 605.183 I $ 609.383 I $ 627.967 I I I I I l Page 9 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARY.XLS Expenditure Budget Summary - Totals Budget Year 2002 ./ Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Sunshine Park - Department #41995 Supplies and Materials $ 2,604 $ 7,308 $ 6,550 $ 6,500 $ 7,550 Purchased Services 15,880 17,027 12,457 12,457 15,220 Other Services and Charges 5,651 7,463 13,000 13,000 10,500 - -- - . ... ~ Total Sunshine Park $ 24,135 $ 31,798 $ 32,007 $ 31,957 $ 33,270 I - ~ Recvclina -l:!epartment # 46140 Personal Services $ 50,229 $ 50,177 $ 59,601 $ 59,601 $ 65,208 Supplies and Materials 1,062 5,122 9,050 12,050 11,050 Purchased Services 2,169 2,678 7,550 7,550 7,550 Other Services and Charges 30,222 33,094 31,094 34,094 34,123 Capital Outlay 4,325 - 3,000 3,200 - .... $ $ $ 110,295 $ 116,495 $. 117,931 Total Recycling 88,007 91,071 '\ ,~." I I I I I I T I I I T TOTAL PUBLIC WORKS $ 2,112,832 $ 2,352,602 $ 2,870,464 $ 2,815,231 $ 2,203,087 , . Page 10 of 11 CITY OF ANDOVER 8/24/200110:00 AMSUMMARV.xLS Expenditure Budget Summary - Totals Budget Year 2002 Actual Actual Budget Estimate Request 1999 2000 2001 2001 2002 Other Financial Uses Unallocated $ 141,819 $ 112,090 $ 166,552 $ 131,552 $ 46,089 Other Uses 396,112 391,289 - 10,000 - . . -- .. .., . Total Other Finance Uses 1$ 537,931 $ 503,379 $ 166,552 $ 141,552 $ 46,089 I I 'I I I I _ I I I I 141,552 I $ ~OTAL OTHER FINANCIAL USE:1 $ 537,931 $ 503,379 $ 166,552 $ 46,089 I I I I 1 1 I I I I GENERAL FUND GRAND TOTAL $ 6,147,151 $ 6,633,593 $ 7,176,806 $ 7,119,690 $ 6,977,261 Page 11 of 11 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 MAYOR AND COUNCIL 41110 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 106 Salaries - Commission $ 34,123 $ 34,400 $ 34,400 $ 34,400 121 PERA 677 1,911 1,911 1,911 122 FICA 2,115 2,133 2,133 2,133 125 Medicare 495 499 499 499 134 Long Term Disability - - - - 199 Intercity Labor Allocation - - - - _~_n'_ - ..Subtotaf.-----. $ . 37,410 $ . 38,943~_$ .' 38,943:.$ 38,943 ~ _........__...,., .....~___ - ____ . -0 _~. __, __ _~___.. -.-, . _.- ---,-,--><-~ . SUDl!lies and Materials 201 General Office Supplies $ 51 $ 350 $ 300 $ 300 210 Operating Supplies 195 50 300 200 ._--~- 'Subtotal _. '___~r-_. ___ ___. $ 246 $ 400'$ 600 $ 500 -...--.. -- . _~. ~ .. _. _~_'~. -0 _._ ___ .. Purchased Services 301 Professional Services $ 6,905 $ 6,000 $ 4,000 $ 6,000 330 Transportation 6 150 150 200 351 Publishing 33 - 100 - 360 Insurance 8.793 10.223 10.223 1.280 . ,- .-.. . "'sl:ilitota( - - --' ". $ 15,738 $ 16,373 $ 14,473$ 7,480 . ~'- .- -.----_.-,"-- , . . ---'~._- Other Services and Charaes 433 Dues/Registrations $ 5,817 $ 6,500 $ 7,000 $ 20,250 435 Subscriptions - 150 - 150 441 LMC Dues 12,131 11,500 12,500 - 442 Meals/Lodging - 550 300 - 443 Continuing Education 298 425 300 425 498 Miscellaneous - - - - .--- --' S"ubtotaf"- -."-. $ 18,246 $ 19,125 $ 20/100' $ 20,825 -'-~--I-"-" ._._~_.-....- ... ,- I I .' ,,".I. 1 .-.-- --GrciiufTotal'-- -- -' $ . '-71:640 $ 74,841 $ '74,116$'67,748 / Page 1 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 , NEWSLETTER 41140 General Fund / Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 201 General Office Supplies - - - - -- -~Subtotaf~--"'--~--'-- $ - $ - '$ - $ - "~__' ~____~_ ._~"',_ .._.......-_'-__A ,_. ._. .,c.._ Purchased Services 322 Postage $ 11,100 $ 10,000 $ 12,000 $ 20,000 330 Transportation - - - 100 352 Printing 7.623 15.000 9.000 8.000 .._-~.. '-~Subtota'--~-'-~ .---- $ 18,723' $ 25,000 $ 21,000 $ 28,100, _..._.:.....-...--."----~~._-- -~_.. -- ~~.--~ ._..~_.- .. " . .. Other Services and Charaes 443 Continuing Education - - 250 ~- _'I='~~~b~O~.I=__d~"':':~~'" I $ . -";:l$' ." _::)$W_ -$ . -""-25(f _..._..,_I_.._..~. _ 000 _._ _ .O' > 1 18,723 I $ I $' 21,000 IT 28,350 I Grand Total $ 25,000 , J Page 2 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 CITY CLERK 41400 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 73,348 $ 93,425 $ 93,425 $ 115,699 121 PERA 3,789 5,190 5,190 5,316 122 FICA 4,531 5,792 5,792 7,173 125 Medicare 1,060 1,355 1,355 1,678 131 Health Insurance 2,407 7,939 7,939 9,400 132 Dental Insurance 240 648 648 648 133 Life Insurance 17 31 31 31 134 Long Term Disability 155 224 224 1,907 199 Intercity Labor Allocation - (24,281 ) (24,281 ) (45,739) --H~-SublotaT~-"-~- - - . ~ '$ 85;547 $ d 90,323 $ -c-, 90,323. ,$ 96,114 _..._,.-.~- ._"-------~..-...- .~.... - -. -"'~.' Supplies and Materials 201 General Office Supplies $ 917 $ 400 $ 400 $ 1,200 210 Operating Supplies - 800 100 - --- .,-.----- -------,-.. --, - -.' , - 917 $ -. -1;200 $''''- 506' $m-'1,200 Subtotal $ ---'".....~~-.. _._.~_. ..'" . / Purchased Services 322 Postage $ - $ 1,500 $ 900 $ 1,500 330 Transportation 242 300 300 300 351 Publishing - 50 - 550 360 Insurance 14.541 16.906 16.906 18.827 ------Subtotal--- ---, --, -- - $ 14,784 $ 18,756 $ 18,106 ~$ 21,177 _,.'~._"_.' - .-........- ,.-',"--- _. '._.~~- . -, Other Services and Charaes 406 Contractual Services $ - $ - $ - $ 6,500 415 Equipment Services 351 - - - 433 Dues/Registrations 773 1,215 900 1,215 442 Meals/Lodging 36 400 400 400 -,-- - Subtotal -~--- $ 1,160 $ 1,615 $ 1,300 $ 8,115 -~~---"~...--~-~,,"-----~- --- -- Capital Outlav 570 Office Equipment $ - $ 2,200 $ 2,200 $ - -.- - . .. .... siilitotal - - ------- $ ~ . -.-^ -- $ . 2,200 $ " 2,200 ,$ " ,- - - ----'r----"'-----" -- . I _ _ _" [, ' 'J . " - [.-. ,-'- . -'-'-- -GrandTola" -', $ 102,407 $ 114,094$ 112,429 $ 126,606 / Page 3 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / ELECTIONS 41410 General Fund ~ Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries - Regular Employees $ 1,294 $ - $ - $ - 103 Salaries - Election Judges 13,401 - - - 121 PERA 67 - - - 122 FICA 80 - - - 125 Medicare 19 - - - 131 Health Insurance 64 - - - 132 Dental Insurance 6 - - - 133 Life Insurance 3 - - - 134 Long Term Disability - - - - 199 Intercity Labor Allocation - 1,637 1,637 23,488 nc_ ~~~CSulitotaI- _n~~nn~"~ $ 14,934 .- $ 1,637' $ . -1;637 $ 23;488 ..._.....--- ~-_.,~-~-~"".-...-....- --"--.----'. ------- -- . ~ Succiies and Materials 201 General Office Supplies $ 8 $ - $ - $ 100 210 Operating Supplies 362 - - 4.500 si.ibtotaT-"'----- ----. 'C- $ 369 $ - $ - - $ 4,600. ,__~_ _'__'n_'__e...__ _ n_ .n' _, ",.. e.. ,"-- . .-" - / Purchased Services 301 Professional Services $ 308 $ - $ - $ 500 321 Telephone - - - - 322 Postage - - - 5,000 330 Transportation 55 - - 75 352 Printing 142 - - 150 410 Rentals - - - - _~~n-subtotal-~_n~-___-.. - $ 504 $ 'n' $ ~ , --$- - 5;725 - -- ---~--~-~._---_._._- _.~-- .-_. --.- ". ~. -. ,- -, - Cacltal Outlav 580 Equipment $ 10,000 $ 10,000 $ 10,000 $ 10,000 -~'-Su6tot8f--' - ~nn '$' 10,000 _$ ~~o;goo $ "1'0,000$-' 10,000' ..__I_~._n~_ ._--~.. -- .' '.. r . " I-- I -..-- . I" .. .~_nn_l_. __.._eno ~____.. n..., .~. 1_, - I 11,637 I $ '11,6371.$ '-43;813 Grand Total $ 25,807 $ Page 4 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / ADMINISTRATION 41430 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 56,318 $ 125,686 $ 125,686 $ 126,368 121 PERA 2,832 6,982 6,982 7,020 122 FICA 3,403 7,793 7,793 7,835 125 Medicare 802 1,822 1,822 1,832 131 Health Insurance 5,150 10,560 10,560 12,600 132 Dentallnsurance 293 589 589 589 133 Life Insurance 20 31 31 31 134 Long Term Disability 115 302 302 2,136 199 Intercity Labor Allocation - (75,954) (75,954) (64,086) .~__ __ _n___ __.___,.'_ _._.., _.__ - --.. -" ,-.-- ., - - ,.., .. Subtotal $ 68,932 $ 77,810 $ 77,810 $ 94,325 ,--_.._~~----------- "... '---""--'" - ' - -- ., Supplies and Materials 201 General Office Supplies $ 1,437 $ 2,200 $ 2,200 $ 2,200 210 Operating Supplies 7 250 250 300 220 Repair/Maint. - Supplies - 350 350 100 =-=-___-~~~~t~~(~..-_-=., ...:_:_ $ 1,444 $ 2,800 $ 2,800~:$ 2,600 / Purchased Services 301 Professional Services $ - $ 200 $ 200 $ 200 321 Telephone 681 950 950 800 322 Postage 634 1,200 1,200 1,200 330 Transportation 1,226 1,900 3,000 3,800 351 Publishing 44 150 150 150 360 Insurance 8.903 10.350 10.350 11.526 ~ '~~. Subt~!'!~~-=~_ _.~_ ..'.._.. $ !1,487 $ 14,750. $ 1~,~50J. .17~6!6" Other Services and Chara~s 401 Repair/Maint. - Labor $ 135 $ 200 $ 200 $ 200 415 Equipment Services 878 - - - 416 Computer Services - - - - 433 Dues/Registrations 1,520 1,000 1,000 4,100 442 Meals/Lodging 527 1,000 750 400 443 Continuing Education 1.474 800 800 1.000 .. --~"-'--SLi6totaT"'------ -. '$ 4,534 $ 3,000 $ 2,750 $ 5,700 '-"-- ----'-'--~-'-'--- .-.--- .. . '-I .. . 'I r I .- -.-_. -MGRANOTOTAL .. -. J $ -86,399 I $-'-98,360 $99,210 1$ -120,301 / v Page 5 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 ; HUMAN RESOURCES 41431 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 51,535 121 PERA 2,863 122 FICA 3,195 125 Medicare 747 131 Health Insurance 6,300 132 Dental Insurance 324 133 Life Insurance 16 134 Long Term Disability 871 151 Workers Compensation . 199 Intercity Labor Allocation (65,010) -,~~- '-$u6tC)taI--<~-- .,< $ _..~:. $"'" --'--'~'$' - - -:- $'-'~--841 "_~ _.0..,-.._..... __'A~"""--___._~.".'-_. _.~_~. ,_,....o_.". . Supplies and Materials 201 General Office Supplies $ 500 210 Operating Supplies 200 220 Repair/Maint. . Supplies -- ~-_.. Siibfotal ".,"- - $' -...- -~ $- - - .~. $' -~--- -_.~ $ "700" / . ~ . . - -- --- -~ '---'~"- '---~-- - .. . .. . Purchased Services 301 Professional Services $ 80,264 321 Telephone - 322 Postage 250 330 Transportation 250 351 Publishing 3,000 360 Insurance . -~ ~-'Subioi8I-- ._._.n $ "- $ -- -- $ _."T'-_ '~p $ 8~J!64 - . . ~..-_- ~--~---~- .::..-.-'-.-'-.-.---- .- . - Other Services and Charaes 401 Repair/Maint. - Labor $ . 415 Equipment Services - 416 Computer Services - 433 Dues/Registrations 1,673 442 Meals/Lodging . 443 Continuing Education 250 498 Miscellaneous 74.151 -~. ~-S'ubfc)'t8I--" _. $ -- h__ $- "'. -.' - $''' - .. $ 76,074 . - _,_~___ ~._, -...,.~.o:..~_..,.'.~ _ .,-' ._ ----- . 'GRANl:fTOTAl. - $ -- ,--, - $-- ..;: $- ..": $ "161,379 . Page 6 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / FINANCIAL ADMIN. 41530 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 162,266 $ 272,063 $ 272,063 $ 279,514 121 PERA 8,384 15,113 15,113 15,527 122 FICA 9,455 16,868 16,868 17,330 125 Medicare 2,211 3,945 3,945 4,053 131 Health Insurance 16,122 26,437 26,437 31,400 132 Dental Insurance 1,024 1,767 1,767 1,767 133 Life Insurance 68 94 94 94 134 Long Term Disability 343 653 653 4,724 160 Fidelity Bonds - 275 275 - 199 Intercity Labor Allocation - (121,348) (121,348) (121,515) ----.-, - -'SLllitotai ----"--" ' $ 199,873 $' 215,866' $ '215,866' $ 232,893' ---~ - ~---------~~_.-. - ....--..."-,.. .. Supplies and Materials 201 General Office Supplies $ 2,706 $ 3,900 $ 3,850 $ 3,900 210 Operating Supplies 53 400 100 400 ____~-L;:..,--...- .._.,~.___._ . $ $ - Subtotal' $ 2,759 4,300 3,950 $ 4,300 ~ - ._. .-'.~ .. - -----,. - -- . ,.- -'.'.' - . , Purchased Services 301 Professional Services $ 2,233 $ 2,450 $ 2,600 $ 3,300 321 Telephone $ 670 322 Postage 2,634 1,200 1,370 1,450 330 Transportation 500 900 870 1,000 351 Publishing 1 ,483 2,200 2,100 2,525 360 Insurance 110 129 124 144 ~--- ' --, ~ -~- --- -, - - ' . 6,961 $ 6,879 $ 7,734 $ 8,419 - Subtotal $ .._,-~---~_._", ---- ---I Other Services and Charaes 401 Repair/Maint. . Labor $ 123 $ 300 $ 250 $ 300 406 Contractual Services . 250 225 . 415 Equipment Services 2,108 . . . 416 Computer Services - . 1 . . 433 Dues/Registrations 638 1,600 1,300 1,600 442 Meals/Lodging 330 700 650 700 443 Continuing Education 955 3.000 2.200 3.000 -.- .'~'----' ...-..--.-.--- $ $ 5,850 $ 4,625 $ 5,600. Subtotal 4,153 . ______...;........ ._______._...___. .. .._'-_~c.___ __ "- Capital Outlav ofU I Office 'EqUipment :Ii 'Z,l00 :Ii ;:S,ouu :b 3,200 :5 1,500 / -- ---Subfotal" .-.- -- ~-:Ii .,. '2;100' :Ii - .. 3,500 :Ii 3,200:li '-';500 --- -'1--- -"-'-'~-" ,-' ,~ 'I '1" -I' r ' . ~- .'--.~" ,1._.. ,___..__. I .. ,I I . _, ,. J __.. GRAND TOTAl'..-. $ 215,845 $ 236,395 $ 235,375 $ 252,712 Page 7 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / AUDITING 41540 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Other Uses 301 Professional Services $ 9,500 $ 11,000 $ 11,000 $ 11,000 -~~-'-Subtot8i-"'~u,-" "'$"'9;500'$ "'11,000 '$ 11000 $"'11;000 ----I..--.-~-_..__. "~""-'I"I'" ..' I' . d.. "T --' ,..~I,_..., ._....., '_~' I ",.. .,. J . '. ' ... "I . .__..,1.____ ........ GRAND TOTAL $ 9,500 $ 11,000 $ 11,000..$ 11,000 _..'-~-~'-' ~~._~-~---- - Page 8 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 j ASSESSING 41550 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Other Uses 301 Professional Services $ 83,784 $ 84,500 $ 92,040 $ 102,000 --~ .n 'Subtotar-n,..- _$ 83,784 $' 84,500 '$ 92,040$ "102;000 "'--'.r'--'" ._,..~--. .....,--,......, '"T T I "1' ...~_....J..__... _ '.'....,.' T, .,'0", " ".. ' I.., ' " ", ,J __.u,._. .,__..___.._G_~~..1:~T~...._,..$ 83,784 _$ 84,500 $ 92,040 $ 102,000 j Page 9 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 ; ATTORNEY General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Other Uses 41610 Attorney. General $ 5,888 $ 9,000 $ 8,500 $ 28,200 41611 Attorney. Planning & Zoning . 1,500 2,200 1,000 41612 Attomey - Prosecutions 101,782 102,000 101,000 102,000 41613 Attorney - Meetings 8,362 12,000 10,500 . 41614 Attorney - Ordinance Enforce. 894 3,000 3,100 2,000 41615 Attorney - Fire Department 40 - - - -..-.--' '~Subtotal " -. -..,. $'116,966 $ 127,500 $ 125,300 $ 133,200 .. ,..- -..'1----.'..-- ..,,-- -... .. ' -- n I r '[ ''1 .. '.... ' ..l.___., . . '.. . ' I $ , 116,966 I $ 127.500l $ '" J ,.._, . GRAND TOTAL 125,300 $ 133,200 ...... .. -.,.. .-,,_.......... ... l I Page 10 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 J PLANNING & ZONING 41910 General Fund - Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services ~- 101 Salaries $ 156,944 $ 209,590 $ 209,590 $ 212,965 106 Salaries - Commission 3,080 3,840 3,840 3,840 121 PERA 7,400 10,372 10,372 10,483 122 FICA 9,023 13,233 13,233 13,442 125 Medicare 2,110 3,095 3,095 3,144 131 Health Insurance 16,452 21,120 21,120 25,200 132 Dental Insurance 993 1,296 1,296 1,296 133 Life Insurance 61 62 62 62 134 Long Term Disability 299 448 448 3,597 199 Intercity Labor Allocation - (41,097) (41,097) (39,918) - Subtotal $ 196,362 $ 221,958 $ 221,958 $ 234,110 Supplies and Materials 201 General Office Supplies $ 2,484 $ 5,000 $ 3,500 $ 4,000 210 Operating Supplies 11 - - . - Subtotal $ 2,495 $ 5,000 $ 3,500 $ . ' 4,000 , , ' Purchased Services , I 301 Professional Services $ 5,367 $ 3,000 $ 3,000 $ 3,000 321 Telephone - - 600 - 322 Postage 822 2,000 2,000 2,000 330 Transportation 151 200 200 200 351 Publishing 5,077 6,000 5,000 6,000 360 Insurance 178 207 201 231 Subtotal $ 11,595 $ 11 ,407 $ 11,001 $ 11,431 Other Services and Charaes 401 Repair/Maint. - Labor $ 208 $ 300 $ 300 $ 300 415 Equipment Services 1,932 2,366 2,366 2,541 416 Computer Services - - - 431 Recording Fees 679 1,000 1,000 1,000 433 Dues/Registrations 548 2,500 2,000 2,500 435 Subscriptions . . . - 442 Meals/Lodging 506 500 500 500 443 Continuing Education 715 1.400 1,000 2.201 Subtotal $ 4,588 $ 8,066 $ 7,166 $ 9,042 Capital Outlav 570 Office Equipment $ . $ 2,500 $ 2,500 $ . ..' Subtotal $ $ 2,500 $ 2,500 $ . . ,. I I I I I GRAND TOTAL $ 215,039 $ 248,932 $ 246,125 $ 258,584 Page 11 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts,xls Expenditure Budget Worksheet Budget Year 2002 J INFORMATION SYSTEMS 41920 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 21,909 $ . $ - $ - 121 PERA 985 - - - 122 FICA 1,305 - - - 125 Medicare 305 . - - 131 Health Insurance 1,956 - - . 132 Dental Insurance 120 - . - 133 Life Insurance 9 . - - 134 Long Term Disability 46 - - - 199 Intercity Labor Allocation . 61,465 61,465 65,904 . - ~-.,- Subtotal . ,. ' , $ 26,635 $ 61,465 $ 61,465 $ 65,904 -- ~ ,- , Supplies and Materials 201 General Office Supplies $ 6,824 $ 8,500 $ 6,300 $ 6,500 207 Training - 1,500 1,000 2,250 220 Repair/Maint. . Supplies 59 1,000 1,200 1,500 260 Software - - - - / 301 Professional Services 21,895 15,000 14,000 14,000 321 Telephone 955 600 322 Postage 36 400 100 200 330 Transportation - 150 50 150 351 Publishing 304 - 401 Repair/Maint.-Labor - 6,500 . 500 410 Rentals 6,494 7,085 7,100 418 Maintenance Contracts 5,933 7,500 4,700 8,060 433 Dues/Registrations 238 500 350 250 434 Technology Upgrades 12,102 15.000 14.500 15.000 _.~'- ._-~.~_._- , Subtotal $ 53,885 $ 56,050 $ --:- 50;240 $ , 56,110 . ~_....... "--. < Capital Outlav 570 Office Equipment $ 14,739 $ 15,000 ' $ 19,600 $ 9,400 580 Equipment 2,847 . - - . . Subtotal $ 17,586 $ 15,000 $ 19,600 $ 9,400 I ,. 1 I I I . I. GRAND TOTAL 1$ I I 1 98,105 $ 132,515 $ 131,305 $ 131,414 . . --..- ,., . Page 12 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 J CITY HALL BUILDING 41940 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 201 General Office Supplies $ - $ 250 $ 250 $ - 210 Operating Supplies 1,821 2,000 2,000 1,250 211 Cleaning Supplies 1,308 1,500 1,500 1,500 220 Repair/Maint. - Supplies 1,007 1,500 1,500 1,500 223 Repair/Maint. - Building 1,365 2,000 4,250 2,500 . , Subtotal $ 5,500 $ 7,250 $ 9,500 $ 6,750 "-, '.._-,.. Purchased Services 321 Telephone $ 16.446 $ 17,000 $ 17,000 $ 17,000 360 Insurance 5,361 6,233 6,013 6,941 381 Electric 13,306 10,160 12,000 10,660 382 Water & Sewer 1,476 1,600 1,600 1,600 383 Natural Gas 2,320 4,000 8,000 8,000 384 Refuse Collection 1,259 2,000 2,000 2,000 S'ubtotal ' $ 40,168 $ 40,993 $ 46,613 $ 46,201 "----,," I / Other Services and Charaes 401 Repair/Maint. - Labor $ 1,700 $ 2,500 $ 1,700 $ 2,500 402 Repair/Maint. - Building 1,967 7,000 7,000 5,000 406 Contractual Services 12,434 12,975 12,975 13,575 410 Rentals 635 650 2.000 1.350 ~ --- Subtotal $ 16,735 $ 23,125 $ 23,675 $ 22,425 ..- ,-- ".. -, .~~.- Capital Outlav 510 Land $ - $ - $ - $ - 5!lU ll:qUlpment - :l,5UU :l,5UU - "'-'-" -- Subtotal $ $ 2,500 $ 2,500 $ - - ...." . I -- I I I i I, , IS I I I , GRAND TOTAL 62,403 $ 73,868 $ 82,288 $ 75,376 Page 13 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 FIRE STATION BLDG 41950 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 210 Operating Supplies $ 401 $ 800 $ 500 $ 1,500 211 Cleaning Supplies 54 600 450 - 220 Repair/Maint. - Supplies 204 1,000 1,000 1,000 223 Repair/Maint. - Building 638 3,000 2,500 3,000 _.c___ - Subtotal $ 1,297 $ 5,400 $ 4,450 $ 5,500 - .'-.' - --- .- Purchased Services 321 Telephone $ 7,370 $ 7,000 $ 8,500 $ 7,250 360 Insurance 6,098 7,089 6,900 7,894 381 Electric 9,898 10,500 8,500 10,000 382 Water and Sewer Service 1,792 2,500 1,800 2,500 383 Natural Gas 8,851 11,000 20,000 22,000 384 Refuse Collection 1,173 1,500 1,500 1,700 , Subtotal $ 35,182 $ 39,589 $ 47,200 $ 51,344 , Other Services and Charaes / 401 Repair/Maint. - Labor $ 731 $ 1,500 $ 3,000 $ 2,500 402 Repair/Maint. - Building 3,517 2,000 1,800 1,500 405 ~ontractual Services 5,9511 5,1100 11,500 7,1100 410 Kental - Lease copy MaCnlne 1,I1UU - Subtotal $ 10,205 $ 9,300 $ 15,100 $ 11,800 Capital Outlav 530 Improvements $ - $ - $ - $ - 570 Office Equipment - - - - 580 Equipment - - - - Subtotal $ $ $ $ , ---- - - - - ., I .- ---"- I I I I I GRAND TOTAL I I 54,289 I $ I $ 46,685 $ 66,750 $ 68,644 , Page 14 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 \ P.W. BUILDING 41960 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 210 Operating Supplies $ 1,472 $ 4,000 $ 3,389 $ 6,000 211 Cleaning Supplies 1,263 3,500 2,473 - 220 Repair/Maint. - Supplies 1,706 2,000 64 3,000 223 Repair/Maint. - Building 5,087 10,500 9,646 3,500 Subtotal $ 9,529 $ 20,000 $ 15,571 $ 12,500 Purchased Services 321 Telephone $ 10,156 $ 9,000 $ 5,538 $ 9,000 360 Insurance 3,658 4,700 596 4,737 381 Electric 16,143 12,000 5,423 12,000 382 Water and Sewer 2,596 3,500 1,870 3,500 383 Natural Gas 22,866 20,000 45,000 42,000 384 Refuse Collection 2,475 3,500 2,729 3,500 Subtotal $ 57,895 $ 52,700 $ 61,156 $ -- 74,737 Other Services and Charaes J 401 Repair/Maint. - Labor $ 413 $ 3,500 $ 96 $ 4,500 402 Repair/Maint. - Building 1,807 7,000 5,019 5,000 406 Contractual Services 10,830 9,000 4,680 9,000 410 Rentals 4,170 3,500 268 5,000 417 Rental of Public Works Bldg. - - - - Subtotal $ 17,220 $ 23,000 $ 10,063 $ 23,500 Capital Outlav 530 Improvements $ 360 $ - $ - $ - 570 Office Equipment 7,285 2,500 2,000 - 580 Equipment 4,260 - - - Subtotal $ 11 ,904 $ 2,500 $ 2,000 $ - Debt Service 601 Principal $ 45,000 $ 55,000 $ 55,000 $ 60,000 611 Interest 128,165 126,005 126,005 123,310 620 Fiscal Agent Fees - 350 350 350 I ' , Subtotal $ 173,165 $ 181,355 $ 181,355 $ 183,660 , ~, I' I '1 I I I GRAND TOTAL 1$ 269,712 I $ . 279,555 1 $ 270,145 I $ 294,397 / Page 15 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts,xls Expenditure Budget Worksheet Budget Year 2002 / SR. CITIZEN CENTER 41970 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 I----"""=" Supplies and Materials 210 Operating Supplies $ 185 $ 300 $ 300 $ 500 211 Cleaning Supplies - 300 300 - 220 Repair/Maint. - General - - - - 223 Repair/Maint. - Building 730 200 200 200 Subtotal $ 915 $ 800 $ 800 $ 700 I - Purchased Services 321 Telephone $ 684 $ 800 $ 800 $ 700 360 Insurance 2,181 2,535 2,446 2,823 381 Electric 3,327 2,600 2,600 2,800 382 Water and Sewer 369 400 400 400 383 Natural Gas 580 850 2,000 2,200 384 Refuse Collection 180 400 200 200 ~-.~ . Subtotal $ 7,319 $ 7,585 $ 8A46 $ 9;123 --, - Other Services and Charaes I 401 Repair/Maint. - Labor $ 53 $ 600 $ 600 $ 500 402 Repair/Maint. - Building 244 700 700 700 406 Contractual Services 2,306 2,800 2,500 3,400 Subtotal $ 2,603 $ 4,100 $ 3,800 $ 4,600 . -, Capital Outlav 530 Improvements $ - $ - $ - 65,000 570 Office Equipment - - - - 580 Equipment - - - - Subtotal $ $ , $ $ 6Mdo - - - . ' I 1 I I I I, 1$ T I I GRAND TOTAL 10,836 $ 12,485 $ 13,046 $ 79,423 - Page 16 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 J EQUIPMENT BLDG. 41980 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 SUDDlies and Materials ~ 220 Repair/Maint. - Supplies $ - $ 500 $ 500 $ 500 223 Repair/Maint. - Building - 500 450 500 Subtotal $ - $ 1,000 $ 950 $ 1,000 -- Purchased Services 360 Insurance $ 180 $ 209 $ 209 $ 233 381 Electric - 1,500 350 1,500 382 Water and Sewer 10,000 7,000 7,000 7,000 383 Natural Gas 1,074 1,800 356 1,800 . ,. Subtotal $ 11,254 $ 10,509 $ 7,915 $ 10,533 , ,- .-- ---- Other Services and Charaes 401 Repair/Maint. - Labor $ - $ 500 $ 500 $ 500 402 Repair/Maint. - Building - 900 900 900 Subtotal $ - $ 1 ,400 $ 1 ,400 $ 1,400 I Capital Outlav 530 Improvements $ - $ 6,000 $ 6,000 $ - Subtotal $ - $ 6,000 $ 6,000 $ - I I I I I GRAND TOTAL $ 11,254 $ 18,909 $ 16,265 $ 12,933 Page 17 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / CITY HALL GARAGE 41990 General Fund ., Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 210 Operating Supplies $ 12 $ 50 $ 50 $ 50 220 Repair/Maint. supplies - Gen. - 150 150 150 223 Repair/Maint. supplies - Bldg. - 150 150 150 Subtotal $ 12 $ 350 $ 350 $ , 350' , .. Purchased Services 360 Insurance $ 298 $ 346 $ 334 $ 385 381 Electric 230 600 500 600 401 Repair/Maint. - General - 500 250 500 402 Repair/Maint. - Building - 500 250 500 Subtotal $ 528 $ 1,946 $ 1,334 $ 1,985 I I I I I .--- I I I I I GRAND TOTAL $ 541 $ 2,296 $ 1,684 $ 2,335 -. . / / Page 18 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / SUNSHINE PARK 41995 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 -- Supplies and Materials 201 General Office Supplies $ - $ 50 $ - $ 50 210 Operating Supplies 648 1,000 1,000 1,000 211 Cleaning Supplies 633 1,000 1,000 1,500 220 Repair/Maint. - Supplies 1,539 1,500 1,500 2,000 223 Repair/Maint. - Building 4,487 3,000 3,000 3,000 Subtotal $ 7,308 $ 6,550 $ 6,500 $ 7,550 I Purchased Services 321 Telephone $ 1,395 $ 1,500 $ 1,500 $ 1,500 360 Insurance 479 ' 557 557 620 381 Electric 3,648 2,000 2,000 4,000 382 Water and Sewer 10,250 I 5,000 5,000 5,000 383 Natural Gas 995 1,800 1,800 2,500 384 Refuse Collection 260 1,500 1,500 1,500 390 Taxes - I 100 100 100 / Subtotal $ 17,027 $ 12,457 $ 12,457 $ 15,220 Other Services and Charaes 401 Repair/Maint. - Labor $ 3,242 $ 5,000 $ 5,000 $ 5,000 402 Repair/Maint. - Building 2,988 3,500 3,500 1,000 406 Contractual Services 1,234 3,500 3,500 3,500 410 Rentals - 1.000 1.000 1.000 Subtotal $ 7,463 $ 13,000 $ 13,000 $ 10,500 I I I I I I 1$ 31,798 I $ I I GRAND TOTAL 32,007 $ 31,957 $ 33,270 Page 19 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 ENGINEERING 42000 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 ~ Personal Services 101 Salaries $ 271,325 $ 373,104 $ 373,104 $ 381 ,435 121 PERA 13,340 19,455 19,455 19,842 122 FICA 16,110 23,132 23,132 23,649 125 Medicare 3,768 5,410 5.410 5,531 131 Health Insurance 16,767 26,475 26,475 31,300 132 Dental Insurance 1,360 1,973 1,973 1,973 133 Life Insurance 96 109 109 109 134 Long Term Disability 542 841 841 6,388 199 Intercity Labor Allocation - (148,000) (148,000) (148,907) Subtotal $ 323,307 $ 302,500 $ 302,500 $ 321,319 .. Supplies and M~aterials 201 General Office Supplies $ 4,172 $ 6,500 $ 5,500 $ 6,000 210 Operating Supplies 3,847 5,500 5,000 5,500 220 Repair/Maint. - Supplies - - - - 240 Small Tools 309 5,000 ! 4,500 5,000 258 Maps for Resale 369 1,500 ; 1,000 750 260 Software - - I - 750 Subtotal $ 8,696 $ 18,500 $ 16,000 $ 18,000 ---. Purchased Services 301 Professional Services $ 196 $ 700 $ 700 $ 700 303 Consulting Engineer - Gen. 1,011 1,600 1,000 1,000 319 Consulting Engineer - St. Pr - 1,500 500 500 321 Telephone 4,989 5,200 5,200 5,200 322 Postage 780 1,600 1,600 1,600 330 Transportation 417 500 500 500 351 Publishing - 2,200 2,200 2,000 360 Insurance 188 219 219 244 Subtotal $ 7,580 $ 13,519 $ 11,919 $ 11,744 Other Services and Charaes 401 Repair/Maint. - General $ 253 $ 300 $ 250 $ 300 415 Equipment Services 2,986 7,412 7.412 7,960 416 Computer Services - - - - 418 Maintenance Contracts 600 4,000 4,000 4,000 431 Recording Fees - - - - 433 Dues/Registrations 2,955 5,500 5,500 4,500 435 Subscriptions 20 400 400 350 442 Meals/Lodging 675 1,800 1,800 1,800 Page 20 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 Object Actual Budget Estimate Request Code 2000 2001 2001 2002 443 Continuing Education 8.238 5.500 2.500 5]OQ , S-ubtotal $ 15,726 $ 24,912 $ 21,862 $ 23,910 ---, I. ENGINEERING (CONTINUED) Capital Outlav 570 Office Equipment $ 3,784 $ 4,500 $ 4,000 $ 1,850 580 Equipment 3,120 4,500 4,000 500 Subtotal $ 6,904 $ 9,000 $ 8,000 $ 2,350 , I ' '. I I I I I GRAND TOTAL 1$ 362,214 I $ 368,430 I $ 360,281 I $ 377,323 Page 21 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 POLICE PROTECTION 42100 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 201 General Office Supplies $ - $ - $ - $ - Subtotal $ - $ - $ - $ - Purchased Services 310 Contract $ 1,062,430 $ 1,106,616 $ 1,106,616 $ 1,203,496 Subtotal $ 1,062,430 $ 1,106,616 $ 1,106,616 $ 1,203,496 , O~ther Services and Charaes 460 School Liason Officer $ - $ - $ - $ - Subtotal $ - $ - $ - $ - I I I I I I GRAND TOTAL I $ 1,062,430 I $ 1,106,616 I $ 1,106,616 I $ 1,203,496 Page 22 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 ) FIRE PROTECTION 42200 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 97,971 $ 101,490 $ 101,490 $ 148,539 102 Salaries - Volunteer 152,037 179,650 179,650 161,100 121 PERA 7,700 8,005 8,005 12,380 122 FICA 11,686 17,431 17,431 19,198 124 Relief Association 104,082 117,500 117,500 123,750 125 Medicare 3,595 4,077 4,077 4,490 131 Health Insurance 5,284 5,317 5,317 12,500 132 Dental Insurance 572 589 589 913 133 Life Insurance 692 31 31 47 134 Long Term Disability 215 244 244 4,846 135 Physicals 3,853 4,000 4,000 500 151 Worker's Compensation 6,923 16,000 16,000 16,000 199 Intercity Labor Allocation - 8,003 8,003 14,924 0 Subtotal $ 394,610 $ 462,337 $ 462,337 $ 519,187 Supplies and Materials '- 201 General Office Supplies $ 1,562 $ 2,200 $ 1,450 $ 1,900 j 207 Training Supplies 1,974 3,500 3,000 3,000 210 Operating Supplies 19,770 20,000 20,000 41,600 212 Gas - Vehicle 25 200 200 200 220 Repair/Maint. - Supplies 222 2,500 2,000 2,000 240 Small Tools 181 2.500 2.500 2.000 , Subtotal $ 23,734 $ 30,900 $ 29,150 $ 50,700 Purchased Services , 321 Telephone $ 1,151 $ 900 $ 500 $ 1,300 322 Postage 206 350 450 350 330 Transportation 753 1,250 1,250 1,350 351 Publishing 85 750 350 350 352 Printing 521 100 750 650 360 Insurance 13.378 15.553 15.100 17.320 ,- Subtotal $ 16,094 $ 18,903 $ 18,400 $ 21,320 I Other S~rvices and Charaes 401 Repair/Maint. - Labor $ 2,267 $ 2,250 $ 2,000 $ 2,250 406 Contractual Services 1 ,462 5,000 2,500 12,000 415 Equipment Services 92,127 103,418 103,418 111,069 416 Computer Services - - - - 430 Uniforms 1,433 2,500 2,500 2,500 433 Dues/ReQistration 13,898 22,000 20,000 20,000 Page 23 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 I Object Actual Budget Estimate Request Code 2000 2001 2001 2002 435 Subscriptions 1,038 1,000 1,000 1,500 442 Meals/Lodging 1,628 2,500 2,500 2,500 ---. --- Subtotal $ 113,852 $ 138,668 $ 133,918 $ 151,819 . . Capital Outlav 530 Improvements $ - $ - $ - 570 Office Equipment - - - - 580 Equipment 2,396 - 40,000 5,250 ., ., . Subtotal $ 2,396 $ $ 40,000 $ 5,250 - I I I I I I 1$ 550,686 I $ I I GRAND TOTAL 650,809 $ 683,805 $ 748,276 I / Page 24 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 I PROTECTIVE INSPECTION 42400 General Fund , - Object Actual Request Estimate Request Code 2000 2001 2001 2002 Personal Services ~ 101 Salaries $ 244,555 $ 261,890 $ 261,890 $ 266,985 121 PERA 12,491 14,548 14,548 14,831 122 FICA 14,733 16,237 16,237 16,553 125 Medicare 3,446 3,797 3,797 3,871 131 Health Insurance 23,405 26,437 26,437 31,400 132 Dental Insurance 1 ,498 1,650 1,650 1,650 133 Life Insurance 102 94 94 94 134 Long Term Disability 511 629 629 4,512 199 Intercity Labor Allocation - 11,111 11,111 17,845 Subtotal $ 300,740 $ 336,394 $ 336,394 $ 357,741 Supplies and Materials 201 General Office Supplies $ 3,009 $ 4,700 $ 3,000 $ 4,000 203 Printed Forms 1,470 6,000 3,000 3,000 210 Operating Supplies 213 4,500 1,000 3,000 220 Repair/Maint. - General - 100 100 100 I Subtotal $ 4,692 $ 15,300 $ 7,100 $ 10,100 I Purchased Services i 301 Professional Services $ - $ 1,000 $ 1,000 $ 1,000 321 Telephone 3,515 4,200 3,000 3,500 322 Postage 859 1,200 1,200 1,200 330 Transportation 570 1,000 1,000 800 351 Publishing - 300 300 300 352 Printing - 100 100 100 360 Insurance 918 1,068 1,068 1,189 Subtotal $ 5,863 $ 8,868 $ 7,668 $ 8,089 I Other Services and CharQes 401 Repair/Maint. - General $ 220 $ 800 $ 800 $ 400 410 Rentals 587 3,261 3,261 415 Equipment Services 10,672 7,771 7,771 8,346 418 Maintenance Contracts 218 2,800 3,500 433 Dues/Registration 2,156 2,500 2,500 2,200 442 Meals/Lodging 1,661 700 1,000 1,000 443 Continuing Education 2.724 2.000 2.000 3.000 Subtotal $ 18,239 $ 13,771 $ 20,132 $ 21,707 I I PROTECTIVE INSPECTION - continued Capital Outlay 570 Office Equipment $ - $ 3,250 $ 3,250 $ 800 580 Equipment - - - - Page 25 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 , / Object Actual Request Estimate Request Code 2000 2001 2001 2002 ~ Subtotal $ $ 3,250 $ 3,250 $ -800 - " 810 Refunds/Reimbursements $ - $ - $ - $ - > ._. . , Subtotal $ .. $ " ~ $ $ .~- - - - - , . I . I , I I GRAND TOTAl $ 329,534 $ 377,583 $ 374,544 $ 398,437 ,", Page 26 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 CIVIL DEFENSE 42500 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 2,714 $ - $ - $ - 121 PERA 141 - - - 122 FICA 164 - - - 125 Medicare 38 - - - 131 Health Insurance 238 - - - 132 Dental Insurance 12 - - - 133 Life Insurance 1 - - - 134 Long Term Disability 6 - - - 199 Intercity Labor Allocation - 3,539 3,539 3,535 Subtotal $ 3,314 $ 3,539 $ 3,539 $ 3,535 Supplies and Materials 201 General Office Supplies $ - $ 100 $ 100 $ 100 210 Operating Supplies - 50 50 50 220 Repair/Maint. - Supplies 8.284 6.750 6.750 6.750 Subtotal $ 8,284 $ 6,900 $ 6,900 $ 6,900 ) I Purchased Services I 321 Telephone $ - $ 125 $ 125 $ 125 360 Insurance 501 582 561 648 381 Electric 703 850 750 850 Subtotal $ 1,204 $ 1,557 $ 1,436 $ 1,623 Other Services and Charaes 401 Repair/Maint. - General $ 540 $ 4,500 $ 4,500 $ 4,500 - Subtotal $ 540 $ 4,500 $ 4,500 $ 4,500 Capital Outlav 580 Equipment $ - $ - $ - $ - Subtotal $ - $ - $ - $ - I I I I I GRAND TOTAL $ 13,342 $ 16,496 $ 16,375 $ 16,558 Page 27 of 42 -- CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 ANIMAL CONTROL 42700 General Fund , Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 203 Printed Forms $ - $ 30 $ - $ 55 210 Operating Supplies 68 75 - 150 Subtotal ' $ 68 $ 105 $ - $ 205 ~ Purchased Services 301 Professional Services $ 500 $ - $ 500 310 Contract 12,706 13,000 11,570 13,000 352 Printing - 75 - 75 '~ , Subtotal $ 12,706 $ 13,575 $ 11,570 $ 13,575 I I I I I I 1$ I I I GRAND TOTAL 12,774 $ 13,680 $ 11,570 $ 13,780 . ,. J Page 28 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 STREETS/HWY 43100 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 ~ Personal Services 101 Salaries $ 189,194 $ 348,805 $ 348,805 $ 364,987 121 PERA 9,745 19,021 19,021 19,428 122 FICA 11,470 21,626 21,626 22,629 125 Medicare 2,683 5,058 5,058 5,292 131 Health Insurance 15,341 31,755 31,755 37,600 132 Dental Insurance 1,189 2,298 2,298 2,298 133 Life Insurance 83 125 125 125 134 Long Term Disability 429 822 822 6,132 199 Intercity Labor Allocation - (279,541 ) (279,541 ) (285,748) Subtotal $ 230,133 $ 149,967 $ 149,967 $ 172,744 Supplies and Materials 201 General Office Supplies $ 485 $ 700 $ 479 $ 700 210 Operating Supplies 14,678 13,500 8,376 15,000 220 Repair/Maint. - General 2,164 3,500 2,531 3,500 221 Repair/Maint. - Vehicle - - - I 224 Repair/Maint. - Street 6,223 7,000 5,541 7,000 228 Repair.Maint - Spec. Proj. 2,440 4,500 4,053 4,500 240 Small Tools 589 1,000 726 1,000 Subtotal $ 26,579 $ 30,200 $ 21,706 $ 31,700 Purchased Services 301 Professional Services :j) 976 :j) 1,750 :j) 1,298 :j) 1,750 321 Telephone 3,336 2,000 632 3,500 322 Postage 206 400 186 400 330 Transportation 7 50 50 50 351 Publishing - 250 108 250 360 Insurance 12,248 15,500 15,500 15,857 Subtotal $ 16,772 $ 19,950 $ 17,773 $ 21,807 I Other Services and Charaes 401 Repair/Maint. - General $ 5,097 $ 1,750 $ 1,700 $ 1,750 403 Repair/Maint. - Streets 4,987 5,000 5,000 5,000 406 Contractual Servo - Grading 53,342 35,000 34,727 40,000 410 Rentals 14,150 15,000 15,000 15,000 415 Equipment Services 44,142 53,102 53,102 57,031 433 Dues/Registration 3,395 3,000 1 ,407 3,500 Page 29 of 42 -- CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 Object Actual Budget Estimate Request Code 2000 2001 2001 2002 442 Meals/Lodging 308 400 368 400 465 Improvements - Streets 435 45,000 45,000 45,000 466 Cracksealing & Sealcoating 308,613 250,000 250,000 - 467 Overlay 161,293 500,000 500,000 - .' Subtotal $ 595,762 $ 908,252 $ 906,304 $ 167,681 - - - 1'- . STREETS/HWY - CONTINUED Capital Outlav 570 Office Equipment $ - $ - $ - $ - 580 Equipment 1,103 - - - 603 Assessment Principal - - - - , , Subtotal '. $ 1,103 $ $ $ , , - - - I I I I I .. ~. I GRAND TOTAL' 1$ 870,349 I $1,108,369 I $ 1,095,751 I $ 393,932 J Page 30 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 SNOW AND ICE 43125 General Fund - Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services ~ 101 Salaries $ 164,646 $ - $ - $ - 121 PERA 8,529 - - - 122 FICA 9,872 - - - 125 Medicare 2,309 - - - 131 Health Insurance 13,900 - - - 132 Dental Insurance 921 - - - 133 Life Insurance 61 - - - 134 Long Term Disability 271 - - - 199 Intercity Labor Allocation - 251,481 251,481 269,447 Subtotal $ 200,509 $ 251,481 $ 251,481 $269,447 Supplies and Materials 201 General Office Supplies $ 288 $ 400 $ 252 $ 400 210 Operating Supplies 3,444 13,500 12,479 5,000 220 Repair/Maint. - Supplies 5,580 5,500 4,095 5,500 224 Repair/Maint. - Streets 151.257 130.000 79.374 150.000 Subtotal $ 160,569 $ 149,400 $ 96,200 $160,900 I Purchased Services 301 Professional Services $ - $ 100 $ 94 $ 100 321 Telephone - 800 - 800 360 Insurance 2,262 4,000 4,000 2,928 Subtotal $ 2,262 $ 4,900 $ 4,094 $ 3,828 I Other Services and CharQes 401 Repair/Maint. - General $ - $ 2,000 $ 2,000 $ 1,000 406 Contractual Services 37 4,000 4,000 2,000 415 Equipment Services 79,045 88,733 88,733 95,298 433 Dues/Registration 160 1,000 973 1,000 Subtotal $ 79,243 $ 95,733 $ 95,706 $ 99,298 . -... Captial Outlav 570 Office Equipment $ - $ - $ - $ - 580 Equipment - - - - Subtotal $ - $ - $ - $ - I I I I I .1 GRAND TOTAL 1$ 442,583 I $ 501,514 I $ 447,481 I $533,473 Page 31 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 , STORM SEWERS 43150 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services - 101 Salaries $ 34,247 $ - $ - $ - 121 PERA 1,774 - - - 122 FICA 2,001 - - - 125 Medicare 468 - - , - 131 Health Insurance 4,182 - - - 132 Dental Insurance 258 ~ - - - 133 Life Insurance 16 - - - 134 Long Term Disability 72 - - - 199 Intercity Labor Allocation - 53,570 53,570 60,054 " " Subtotal $ 43,018 $ 53,570 $ 53,570 $ 60,054 , ,- -"- . Supplies and Materials 201 General Office Supplies $ - $ 200 $ 200 $ 200 210 Operating Supplies 217 500 500 500 220 Repair/Maint. - General 1,674 2,000 2,000 2,000 227 Repair/Maint. - System 5,984 2,000 2,000 4,000 240 Small Tools 469 700 700 700 \ ., -- Subtotal $ 8,344 $ 5,400 $ 5,400 $ 7,400 , I ~- -,-. Purchased Services 303 Consulting Engineer - General $ - $ - $ - $ - 330 Transportation - 100 - 100 360 Insurance 117 137 137 153 381 Electric 86 500 150 150 Subtotal $ 203 $ 737 $ 287 $ 403 Other Services and Charaes 401 Repair/Maint. - General $ 125 $ 4,500 $ 4,500 $ - 404 Repair/Maint - Sewer - 5,000 5,000 15,000 406 Contractual Services 10,050 50,000 50,000 38,400 410 Rentals - 7,000 7,000 1,500 412 Inspections - 2,000 2,000 500 415 Equipment Services 2,108 2,366 2,366 2,541 416 Computer Services - - - - 433 Dues/Registrations 555 500 500 500 Subtotal $ 12,838 $ 71,366 $ 71,366 $ 58,441 . " I Capital Outlav 530 Improvements $ - $ - $ - $ - / 580 Equipment - - - - Subtotal $ - $ - $ - $ - I I I I I GRAND TOTAL $ 64,403 $ 131,074 $ 130,623 $ 126,299 Page 32 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts,xls Expenditure Budget Worksheet Budget Year 2002 J STREET LIGHTING 43160 General Fund - Object Actual Budget Estimate Request Code 2000 2001 2001 2002 ~ Purchased Services 351 Publishing $ - $ - $ - $ - 381 Electric 22,481 28,000 27,000 28,000 ,- , , Subtotal' ' $ 22,481 $ , 28,000 $ 27,000 $ 28,000 - . -~~. Other Services & Charaes 401 Repair/Maint. Labor-General $ - $ 400 $ 200 $ 400 Subtotal $ - $ 400 $ 200 $ , 400 Capital Outlay 530 Improvements $ 1 ,480 $ 8,000 $ 5,000 $ 8,000 ___r._. Subtotal $ , 1,480 $ 8,000 $ 5,000 $ 8,000 ,~ I .. I I I I J I GRAND TOTAL 1$ 23,961 I $ 36,400 I $ 32,200 I $ 36,400 ~ / Page 33 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 STREET SIGNS 43170 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 52,374 $ 38,820 $ 38,820 $ 38,819 121 PERA 2,555 2,156 2,156 2,156 122 FICA 3,126 2,407 2,407 2,407 125 Medicare 731 563 563 563 131 Health Insurance 5,775 5,280 5,280 6,300 132 Dental Insurance 316 265 265 265 133 Life Insurance 22 16 16 16 134 Long Term Disability 107 93 93 656 199 Intercity Labor Allocation - 20,608 20,608 22,932 Subtotal $ 65,006 $ 70,208 $ 70,208 $ 74,114 Supplies and Materials 201 General Office Supplies $ - $ 200 $ 200 $ 200 210 Operating Supplies 25,784 18,000 15,986 13,000 220 Repair/Maint. - General 1,411 2,000 1,703 2,000 226 Repair/Maint. - Signs 7.051 15.000 35.000 15.000 Subtotal $ 34,247 $ 35,200 $ 52,889 $ 30,200 / Purchased Services 301 Professional Services $ 37 $ 100 $ 100 $ 100 330 Transportation - 200 197 200 360 Insurance 104 121 121 135 Subtotal $ 141 $ 421 $ 418 $ 435 I Other Services and Charaes 401 Repair/Maint. - Labor $ 263 $ 1,300 $ 1,289 $ 500 410 Rentals - 12,500 12,500 2,500 412 Inspections - 2,500 2,500 1,000 415 Equipment Services 6,148 6,901 6,901 7,412 416 Computer Services 495 - - 1,000 433 Dues/Registrations 217 1,000 800 1,000 442 Meals/ Lodging - - 170 - Subtotal $ 7,123 $ 24,201 $ 24,160 $ 13,412 .. Capital Outlav 530 Improvements $ - $ - $ - $ - 580 Equipment 5,320 - - - , Subtotal $ 5,320 $ $ $ - - - , I I I I I / I 1$ I I I GRAND TOTAL 111,837 $ 130,030 $ 147,675 $ 118,161 Page 34 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / TRAFFIC SIGNALS 43180 General Fund , Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Purchased Services 381 Electric $ 13,366 $ 30,000 $ 25,000 $ 30,000 ..- ., Subtotal $ 13,366 $ 30,000 $ 25,000 $ 30,000 Capital Outlav 530 Improvements $ - $ - $ - $ - . Subtotal $ - $ $ $ - - - I I I I I -. I GRANDTOTAL 1$ 13,366 I $ I I 30,000 $ 25,000 $ 30,000 / Page 35 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / ST. LIGHTS-BILLED 43190 General Fund , Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Supplies and Materials 201 General Office Supplies $ - $ 150 $ - $ 150 Subtotal $ - $ 150 $ - $ 150 Purchased Services 301 Professional Services $ - $ - $ - $ - 322 Postage - 400 100 400 351 Publishing 21 100 50 100 381 Electric 116,808 125,000 125,000 125,000 406 Contractual Services 11,963 3,500 3,500 3,500 412 Inspections - - - - Subtotal $ 128,793 $ 129,000 $ 128,650 $ 129,000 Repairs & Maintenance 470 Street Lights Maintenance $ 248 $ 12,000 $ 10,000 $ 12,000 -' Subtotal $ 248 $ 12,000 $ 10,000 $ 12,000 , Capital Outlav 530 Improvements $ - $ - $ - $ - Subtotal $ - $ - $ - $ - I I I I I I GRAND TOTAL 1$ 129,041 I $ 141,150 I $ 138,650 I $ 141,150 Page 36 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 PARKS 45200 General Fund ~ Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 256,297 $ 267,187 $ 267,187 $ 277,470 106 Commission 3,200 3,600 3,600 3,600 121 PERA 12,178 11,370 11,370 11,586 122 FICA 15,444 16,789 16,789 17,426 125 Medicare 3,612 3,926 3,926 4,076 131 Health Insurance 20,903 21,157 21,157 25,100 132 Dental Insurance 1,508 1,502 1,502 1,502 133 Life Insurance 101 78 78 78 134 Long Term Disability 499 491 491 4,576 199 Intercity Labor Allocation - 34,609 34,609 42,575 Subtotal $ 313,742 $ 360,710 $ 360,710 $ 387,989 Supplies and Materials 201 General Office Supplies $ 1,568 $ 1,500 $ 1,500 $ 1,500 210 Operating Supplies 21,563 15,000 20,000 16,000 211 Cleaning Supplies - 1,000 1,000 1,000 220 Repair/Maint. - General 11 ,360 10,000 10,000 10,500 225 Repair/Maint. - Landscaping 15,092 18,000 18,000 19,000 240 Small Tools 1,553 2,000 2,000 2,000 Subtotal $ 51,136 $ 47,500 $ 52,500 $ 50,000 Purchased Services 301 Professional Services $ 3,138 $ 5,000 $ 5,000 $ 5,000 321 Telephone 3,891 2,000 2,000 4,000 322 Postage 309 600 600 600 330 Transportation - 50 50 50 351 Publishing 181 400 400 400 360 Insurance 7,537 8,762 8,762 9,758 381 Electric 4,826 5,000 5,000 6,000 383 Natural Gas - - - - 384 Refuse Collection 3,415 6,500 6,500 6,500 390 Taxes - 800 - - Subtotal $ 23,296 $ 29,112 $ 28,312 $ 32,308 Other Services and Charaes 401 Repair/Maint. - Labor $ 7,236 $ 8,000 $ 8,000 $ 9,000 403 Repair/Maint. - Improvements 6,452 7,500 7,500 7,500 406 Contractual Services 17,760 22,000 22,000 20,000 410 Rentals 9,234 12,000 12,000 12,000 412 Inspections - - - - 413 Repair/Maint. Trails 16,520 10,000 10,000 10,000 415 Equipment Services 40,401 45,353 45,353 48,708 416 Computer Services - - - - 433 Dues/Registrations 763 1.000 1.000 1.000 Page 37 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 \ ~ ;' Object Actual I Budget Estimate Request Code 200~. 2001 200!~, 2002 ~ Subtotal $ 98,367 $ 105,853 $ 105,853 $1 08~208 I" PARKS - CONTINUED Capital Outlav 530 Improvements $ 30,000 $ 40,000 $ 40,000 $ 40,000 570 Office Equipment - - - - 580 Equipment 1,103 - - - Subtotal $ 31,103 $ 40,000 $ 40,000 $ 40,000 ' . Debt Service - Assessments 603 Assessment Principal $ 16,557 $ 17,255 $ 17,255 $ 8,587 613 Assessment Interest 4,322 4,753 4,753 875 Subtotal $ 20,879 $ 22,008 $ 22,008 $ 9,462 --_.. GRAND TOTAL $ 538,522 $ 605,183 $ 609,383 $ 627,967 / Page 38 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 j TREES 46102 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 3,899 $ - $ - $ - 121 PERA 202 - - - 122 FICA 225 - - - 125 Medicare 53 - - - 131 Health Insurance 337 - - - 132 Dental Insurance 34 - - - 133 Life Insurance 2 - - - 134 Long Term Disability 8 - - - 199 Intercity Labor Allocation - I 5,001 5,001 5,600 Subtotal $ 4,761 $ 5,001 $ 5,001 $ 5,600 Supplies and,Materials 201 General Office Supplies $ - $ 150 $ - $ 150 210 Operating Supplies - 500 500 500 220 Repair/Maint. - Supplies 500 1,000 1,000 1,000 225 Repair/Maint. - Suppl. Landscap - - - 1,000 240 Small Tools - 250 250 250 Subtotal $ 500 $ 1,900 $ 1,750 $ 2,900 / Purchased Services 301 Professional Services $ 13,119 $ 10,000 $ 8,000 $ 10,000 330 Transportation - 50 - 50 351 Publishing - 500 - 500 360 Insurance 66 77 77 86 Subtotal $ 13,185 $ 10,627 $ 8,077 $ 10,636 Other Services an~ Charaes 406 Contractual Services $ 138 $ 2,000 $ 2,000 $ 2,500 415 Equipment Services 1,405 1,578 1,578 1,695 416 Computer Services - - - - 418 Maintenance Contracts - - - - 433 Dues/Registrations 240 500 400 500 Subtotal $ 1,783 $ 4,078 $ 3,978 $ 4,695 Capital Outlav 580 Equipment $ - $ 500 $ 500 $ - Subtotal $ - $ 500 $ 500 $ - I I I I I I 1$ I 22,105 I $ I GRAND TOTAL 20,229 $ 19,306 $ 23,830 Page 39 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 / WEED CONTROL 46103 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 6,334 $ - $ - $ - 121 PERA 328 - - - 122 FICA 376 - - - 125 Medicare 88 - - - 131 Health Insurance 440 - - - 132 Dental Insurance 46 - - - 133 Life Insurance 3 - - - 134 Long Term Disability 13 - - - 199 Intercity Labor Allocation - 8,165 8,165 8,825 Subtotal $ 7,628 $ 8,165 $ 8,165 $ 8,825 "'-. -..'-.- ... Supplies and Materials 201 General Office Supplies $ - $ 175 $ - $ 175 210 Operating Supplies - 650 650 500 220 Repair/Maint. - General - 2,500 2,500 2,500 240 Small Tools 200 200 200 200 , , Subtotal $ 200 $ 3,525 $ 3,350 $ 3,375 Purchased Services 301 Professional Services $ 446 $ 2,000 $ 2,000 $ 1,000 330 Transportation - 50 - 50 351 Publishing 63 500 - 500 360 Insurance 94 109 , 109 121 Subtotal $ 603 $ 2,659 $ 2,109 $ 1,671 -- Other Services and Charaes 401 Repair/Maint. - Labor $ - $ 100 $ - $ 100 406 Contractual Services 6,219 6,000 6,000 5,000 410 Rentals - 500 - 500 415 Equipment Services 791 887 887 953 416 Computer Services - - - 433 Dues/Registrations - 500 200 250 Subtotal $ 7,010 $ 7,987 $ 7,087 $ 6,803 I I I I I I GRAND TOTAL 1$ I 22,337 I $ I 15,441 $ 20,711 $ 20,674 Page 40 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 RECYCLING 46140 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Personal Services 101 Salaries $ 40,101 $ 66,483 $ 66,483 $ 70,498 121 PERA 2,069 3,693 3,693 3,916 122 FICA 2,321 4,122 4,122 4,371 125 Medicare 543 964 964 1,022 131 Health Insurance 4,740 10,560 10,560 12,600 132 Dental Insurance 306 648 648 648 133 Life Insurance 19 31 31 31 134 Long Term Disability 79 82 82 1,107 199 Intercity Labor Allocation - (26,983) (26,983) (28,987) ., ' Subtotal $ 50,177 $ 59,601 $ 59,601' $ 65,208 , Supplies and Materials 201 General Office Supplies $ 285 $ 300 $ 300 $ 300 210 Operating Supplies 4,809 8,000 11,000 10,000 220 Repair/Maint. - General 28 250 250 250 223 Repair/Maint. - Building - 500 500 500 , Subtotal $ 5,122 $ 9,050 $ 12,050 $ 11,050 . . I , Purchased Services 301 Professional Services $ 50 $ 400 $ 400 $ 400 322 Postage 322 2,000 2,000 2,000 330 Transportation 214 450 450 450 351 Publishing 819 3,000 3,000 3,000 384 Refuse Collection 1.273 1.700 1.700 1.700 - . - Subtotal $ 2,678 $ 7,550 $ 7,550 $ 7,550 .. -,----, I Other Services and Charaes 401 Repair/Maint. - Labor $ - $ 500 $ 500 $ 500 402 Repair/Maint. - Building - 600 600 600 406 Contractual Services 32,333 29,000 32,000 32,000 415 Equipment Services 351 394 394 423 416 Computer Services - - - - 433 Dues/Registrations 410 600 600 600 .. . Subtotal $ 33,094 $ 31,094 $ 34,094 $ 34,123 I ., ..-. Capital Outlav 580 Equipment $ - $ 3,000 $ 3,200 $ - Subtotal $ - $ 3,000 $ 3,200 $ - I I I I I GRAND TOTAL $ 91,071 $ 110,295 $ 116,495 $ 117,931 Page 41 of 42 CITY OF ANDOVER 8/24/20019:49 AMgeneralfundwrkshts.xls Expenditure Budget Worksheet Budget Year 2002 UNALLOCATED 49200 General Fund Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Unallocated 151 Worker's Compensation $ 21,000 $ 31,000 $ 26,000 $ - 313 Mediation Services 1,827 2,089 2,089 2,089 499 Contingency 23,401 65,620 35,620 40,000 497 Employee Recognition 2,377 2,250 2,250 - Subtotal $ 48,605 $ 100,959 $ 65,959 $ 42,089 ,- Miscellaneous 819 Andover Fun Fest Contribution $ 4,000 $ 4,000 $ 4,000 $ 4,000 820 Community Schools Program 52,285 54,393 54,393 - 821 Summer School Program 7,200 7,200 7,200 - I Subtotal $ 63,485 $ 65,593 $ 65,593 $ 4,000 I I I I I TOTAL UNALLOCATED 1$ 112,090 I $ 166,552 I $ 131,552 I $ 46,089 ' . , . OTHER FIN. USES Object Actual Budget Estimate Request Code 2000 2001 2001 2002 Other Uses 458 CDBG $ 21,189 $ 10,000 $ - 710 Residual Equity Transfer Out 370,100 - - - 727 Transfer to Other Funds - - - - r ,__ . . Subtotal $ 391.289 $ $ 10.000 $ - - I - I I I I I 1$ 391,289 I $ - I $ I TOTAL OTHER USES 10,000 $ . - I --. I I I I I I I , I I GRAND TOTAL $ 503,378 $ 166,552 $ 141,552 $ 46,089 " Page 42 of 42