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10. Scandia Final 2023 Budget 12-20-2022-ADOPTED VERSIONPg. 1 of 73 Pg. 2 of 73 Pg. 3 of 73 Pg. 4 of 73 Pg. 5 of 73 Pg. 6 of 73 Pg. 7 of 73 Pg. 8 of 73 Pg. 9 of 73 Pg. 10 of 73 Pg. 11 of 73 Pg. 12 of 73 Pg. 13 of 73 Pg. 14 of 73 Pg. 15 of 73 Pg. 16 of 73 Pg. 19 of 73 Pg. 20 of 73 Pg. 21 of 73 Pg. 22 of 73 Pg. 23 of 73 Pg. 24 of 73 Pg. 25 of 73 Pg. 26 of 73 Pg. 27 of 73 Pg. 28 of 73 Pg. 29 of 73 Pg. 30 of 73 Pg. 31 of 73 Pg. 32 of 73 Pg. 33 of 73 Pg. 34 of 73 Pg. 35 of 73 Pg. 36 of 73 Pg. 37 of 73 Pg. 38 of 73 Pg. 39 of 73 Pg. 40 of 73 Pg. 41 of 73 Pg. 42 of 73 Pg. 43 of 73 Pg. 44 of 73 Pg. 45 of 73 Pg. 46 of 73 Pg. 47 of 73 Pg. 48 of 73 Pg. 49 of 73 Pg. 50 of 73 Pg. 51 of 73 Pg. 52 of 73 Pg. 53 of 73 Pg. 54 of 73 Pg. 55 of 73 Pg. 56 of 73 Pg. 57 of 73 Pg. 58 of 73 Pg. 59 of 73 Pg. 60 of 73 Pg. 61 of 73 Pg. 62 of 73 Pg. 63 of 73 Pg. 64 of 73 Pg. 65 of 73 Pg. 66 of 73 Final 2023 Budget Presented 12/20/2022 Actual Budget Actual Proposed TypeCode Description 2021 2022 6/30/2022 2023 % Bud Diff Notes and Descriptions 2023 Draft Proposed Line-Item Budget Detail FUND 612 - UPTOWN SEWER FUND R 612-31000 Washington Cty. Tax Settlement - - - - R 612-33422 Other State Grants & Aids 7 - - - R 612-34105 Sale of Maps and Publications - - - - R 612-34401 Sewer User Fees & Hookup 15,132 19,500 2,033 22,300 14.36% See Rate Study for breakdown R 612-36210 Interest Income 64 92 - 200 117.39% R 612-36250 Misc. Refund - - - - R 612-39203 Transfer from Other Funds - - - - TOTAL 612 REVENUE 15,203 19,592 2,033 22,500 14.84% Fund 612 EXPENSES E 612-43210-101 Regular Wages & Salaries 3,673 9,300 3,974 9,700 4.30% E 612-43210-102 OT Regular Wages - - - - " E 612-43210-120 Pension Expense (630) - - - " E 612-43210-121 PERA Coord. Employer Contribu. 259 700 298 700 0.00% " E 612-43210-122 FICA Employer Contribution 219 600 231 600 0.00% " E 612-43210-126 MEDICARE Employer Contribution 50 100 58 100 0.00% " E 612-43210-131 Employer Paid Health - - - - " E 612-43210-134 Employer Paid Life - - - - " E 612-43210-135 Employer Paid Disability - - - - " E 612-43210-151 Worker s Comp Insurance Prem 217 - 295 200 " E 612-43210-200 Office Supplies 4 100 - 100 0.00% Office staff pulls from when needed for billing, notices E 612-43210-210 Operating Supplies - 200 - 300 50.00% E 612-43210-221 Equipment Parts - 200 - 300 50.00% E 612-43210-240 Small Tools and Minor Equip - - - - E 612-43210-303 Engineering Fees 7,272 300 - 1,000 233.33% annual drawdown testing E 612-43210-304 Legal Services - - - - E 612-43210-308 Other Professional Services 192 400 162 500 25.00% PACE testing E 612-43210-309 Software Support & Maintenance 80 - - - E 612-43210-311 Contract Permit Inspections - - - - E 612-43210-317 Employee Training 275 350 - 350 0.00% E 612-43210-319 Other Services - - - - E 612-43210-322 Postage 18 - - - E 612-43210-334 Licenses & Permits 209 400 217 400 0.00% 12/20/2022 Final 2023 Budget Presented 12/20/2022 Actual Budget Actual Proposed TypeCode Description 2021 2022 6/30/2022 2023 % Bud Diff Notes and Descriptions 2023 Draft Proposed Line-Item Budget Detail E 612-43210-351 Legal Notices Publishing - - - - E 612-43210-353 Sales& Use Tax - - - - E 612-43210-361 Liability/Property Ins 283 300 334 400 33.33% E 612-43210-381 Utilities-Electric & Gas 522 1,700 218 1,700 0.00% E 612-43210-385 Sewer Pumping & Maintenance (260) 1,200 327 1,500 25.00% E 612-43210-386 Operation & Maintenance - 600 - 700 16.67% E 612-43210-404 Repair Machinery/Equipment 767 1,500 - 2,000 33.33% Electrician if bad blower E 612-43210-420 Depreciation Expense 4,876 55,100 - 5,100 -90.74% Error in 2022 Budget to be amended drew number for Fund 602 E 612-43210-438 Misc. Contractual 100 1,200 448 1,300 8.33% E 612-43210-530 Capital Impr Other Than Bldgs. 1,456 2,600 - 4,500 73.08% E 612-43210-570 Office Equipment - - - - E 612-43210-720 Operating Transfers - - - - TOTAL FUND 612 EXPENDITURES 19,581 76,850 6,563 31,450 -59.08% NET REVENUE OVER EXPENSES - Over/(Under)(4,378) (57,258) (4,530) (3,850) -93.28% (less depreciation) 12/20/2022 FUND 101 General Fund AMOUNT Property Tax Levy $1,865,918 Other taxes $26,400 Intergovernmental revenue $61,000 Licenses and permits $161,100 Grants $11,700 Interest earnings $12,100 Charges for services $56,900 Fines & Forfeitures $7,400 Miscellaneous Revenue $6,100 Refunds and reimbursements $3,800 Transfers from Other Funds $0 TOTAL $2,212,418 AMOUNT City Council $20,900 City Administration $504,700 Elections $1,050 Planning & Building Inspection $206,350 Assessor $21,600 Animal Control $5,000 Police Protection $168,999 Fire Protection $330,000 Public Works $732,750 Parks and Playgrounds $111,670 Recreation/Education/Social $79,490 Transfers to other funds $0 Total $2,182,509 Budgets for Special Revenue Funds REVENUES EXPENDITURES Fund 225 Economic Development Authority Fund $5,500 $5,300 Fund 226 Cable TV Fund $20,500 $9,100 Budgets for Debt Service Funds REVENUES EXPENDITURES Fund 313 - YR 2013 G.O. Equipment Certificate of Indebtedness $64,000 $63,547 Fund 318 - 2018 G.O. Infrostructural Improvement Bond $342,546 $341,725 Pg. 1 of 2 for Res. 2022-41 General Fund Revenues General Fund Expenses RESOLUTION 2022-41 A RESOLUTION ADOPTING THE 2023 CITY-WIDE BUDGET BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCANDIA, WASHINGTON COUNTY, STATE OF MINNESOTA, HEREBY ORDAINS AS FOLLOWS: That the following city-wide annual budget for the City of Scandia for fiscal year starting January 1, 2023 is hereby adopted as follows: Pg. 2 of 2 for Res. 2022-41 Budgets for Capital Investment Funds REVENUES EXPENDITURES Fund 401 General Capital Fund $296,091 $334,500 Fund 404 Park Improvement Fund $41,066 $17,306 Fund 406 Equipment Replacement Fund $852,530 $514,500 Fund 408 Local Road Improvement Fund $224,127 $993,000 Budgets for Enterprise Funds REVENUES EXPENDITURES Fund 602 Big Marine Sewer Fund (Formerly 201)$141,900 $166,400 Fund 612 Uptown Sewer Fund $22,500 $31,450 Adopted by the City Council of the City of Scandia this 7th day of December 2022. Christine Maefsky, Mayor Attest: Ken Cammilleri, Administrator AMOUNT General Fund $1,865,918 Debt Service Funds $406,536 General Capital Improvement Fund $293,791 Park Improvement Fund $20,000 Equipment Replacement Fund $0 Local Road Improvement Fund $212,012 Economic Development Authority Fund $5,300 TOTAL $2,803,556 Adopted by the City Council of the City of Scandia this 7th day of December 2022. Christine Maefsky, Mayor Attest: Ken Cammilleri, Administrator That the following levies are to be certified in 2022, for collection in 2023 for application upon taxable property within its jurisdiction for the following purposes: PURPOSE The City Administrator is hereby instructed to transmit a certified copy of this resolution to the County Auditor of Washington County, Minnesota. RESOLUTION 2022-33 A RESOLUTION ADOPTING THE FINAL 2022 LEVY PAYABLE 2023 WHEREAS, The City Council of the City of Scandia is determined a preliminary levy by the end of September for inclusion on property tax statements distributed in November. WHEREAS, City Council certifies that has hosted its Truth-in-Taxation Public Hearing on its budget and levy Wednesday, December 7, 2022 at 6:30pm at the Scandia Community Center, located at 14727 209th Street N. THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCANDIA, WASHINGTON COUNTY, STATE OF MINNESOTA, HEREBY ORDAINS AS FOLLOWS: Final 2023 Budget Presented 12/20/2020 Scandia Utility Rate Study Uptown Sewer System Projected Utility Rates 2022 2023 2024 2025 2026 2027 Base Charge Annual 402.50 503.13 628.91 786.13 982.67 1,228.33 Quarterly 100.62 125.78 157.22 196.53 245.66 307.07 % Change from PY 15.00%25.00%25.00%25.00%25.00%25.00% Base Charge Increase Annual 52.51 100.63 125.78 157.23 196.53 245.67 Quarterly 13.12 25.16 31.44 39.31 49.13 61.41 Volume Charge per 1,000 Gallons 52.29 65.36 81.70 102.13 127.66 159.58 % Change from PY 5.00%25.00%25.00%25.00%25.00%25.00% Change from PY 2.49 13.07 16.34 20.43 25.53 31.92 Estimated % Increase (reduction) in Consumption 20.9%0.0%2%2%1%-2% Total Units of Consumption (Est.) per Year 273,000 273,000 273,000 300,000 300,000 300,000 Estimated Total Consump Revenue Annual $14,275.17 $17,800.00 $22,300.00 $30,600.00 $38,300.00 $47,900.00 # of Customers 9 9 9 10 10 10 Total Year Revenue Estimate $17,897.67 $22,328.13 $27,960.16 $38,461.33 $48,126.66 $60,183.33 Rounded Total Yr Est for Budget 17,900.00 22,300.00 28,000.00 38,500.00 48,100.00 60,200.00 2021 2020 2019 2018 2017 2016 Total Consumption for the Yr per gallon 213,950 270,660 367,260 360,250 327,740 457,280 Yearly Consumption Revenue $10,553.10 $12,751.02 $17,261.22 $14,508.84 $5,037.87 $6,987.24 Consumption Averages per yr 6 months 332,856.67 2021-2019 283,956.67 2019-2017 351,750.00 Historic Uptown Sewer Total Consumption Data Pg. 2 of 14 Appendix B 12/20/2022 Final 2023 Budget Presented 12/20/2020 Scandia Utilities Utility Rate Study Uptown Sewer System Projected Utility Rates Uptown Sewer System Projected Utility Rates 2028 2029 2030 2031 2032 Base Charge Annual 1,535.42 1,919.27 2,015.23 2,115.99 2,221.79 Quarterly 383.84 479.80 503.79 528.98 555.43 % Change from PY 25.00%25.00%5.00%5.00%5.00% Base Charge Increase Annual 307.08 383.85 95.96 100.76 105.80 Quarterly 76.77 95.96 23.99 25.19 26.45 Volume Charge per 1,000 Gallons 199.47 249.34 261.81 274.90 288.64 % Change from PY 25.00%25.00%5.00%5.00%5.00% Change from PY 39.89 49.87 12.47 13.09 13.74 Estimated % Increase (reduction) in Consumption -3%-4%2%2%2% Total Units of Consumption (Est.) per Year 300,000 300,000 300,000 300,000 300,000 Estimated Total Consump Revenue Annual $59,841.16 $74,800.00 $78,500.00 $82,500.00 $86,600.00 # of Customers 10 10 10 10 10 Total Year Revenue Estimate $75,195.31 $93,992.70 $98,652.33 $103,659.95 $108,817.94 Rounded Total Yr Est for Budget 75,200.00 94,000.00 98,700.00 103,700.00 108,800.00 Pg. 1 of 14 Appendix B 12/20/2022 Final 2023 Budget Presented 12/20/2022 Inflation Assumptions 1 Revenue (Non-property tax) 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2 Inflation on rates 15.000% 25.00% 25.00% 25.00% 25.00% 25.00% 3 Interest Earnings 1.50% 1.50% 1.50% 1.50% 1.50% 1.50% 4 Expenses 3.00% 3.00% 3.00% 3.00% 3.00% 3.00% 5 CIP Inflation Factor 0.00%0.00%0.00%4.00%4.00%4.00%CASH FLOW ANALYSIS2022 2023 2024 2025 2026 2027 Budget Proposed Projected REVENUE 6 Charges for services 19,500 22,300 28,000 38,500 48,100 60,200 7 Special assessments 0 0 0 0 0 0 8 Intergovernmental 0 0 0 0 0 0 9 Interest 92 200 200 400 500 900 10 Miscellaneous 0 0 10,000 0 0 0 11 SHA Expansion (State Bonding) 0 0 574,500 0 0 0 12 13 Total Revenue 19,592 22,500 612,700 38,900 48,600 61,100 EXPENSES 14 Wages 10,700 11,300 11,500 11,700 11,900 12,100 15 Materials 500 700 700 700 700 700 16 Professional services 2,250 3,150 3,200 3,300 3,400 3,500 17 Repair and maintenance 3,300 4,200 4,300 4,400 4,500 4,600 18 Other 2,400 2,500 2,600 2,700 2,800 2,900 19 Depreciation 55,100 5,100 5,200 5,300 5,400 5,500 20 Debt service 0 0 0 0 0 0 21 22 Total Expenses 74,250 26,950 27,500 28,100 28,700 29,300 23 Revenue Over / (Under) Expenses (54,658) (4,450)585,200 10,800 19,900 31,800 OTHER FINANCING SOURCES / (USES) 24 Bond Proceeds 0 0 0 0 0 0 25 Transfers In 0 0 0 0 0 0 26 Purchase of capital assets (2,600) (4,500) (574,000) (8,200) (3,000) (52,500) 27 Advance to other fund 0 0 0 0 0 0 28 Transfers Out- 0 0 0 0 0 0 29 Total Other Sources / (Uses)(2,600) (4,500) (574,000) (8,200) (3,000) (52,500) 30 Change in balance sheet 31 Ending Cash 14,233 10,400 26,800 34,700 57,000 41,800 32 Target Cash 10,925 11,150 11,400 11,650 11,900 12,150 33 Over (Under) Target 3,308 (750)15,400 23,050 45,100 29,650 FUND 612 CAPITAL IMPROVEMENT PLAN Uptown Sewer Fund Page 3 of 14 12/20/2022 Final 2023 Budget Presented 12/20/2022 Inflation Assumptions 1 Revenue (Non-property tax) 2 Inflation on rates 3 Interest Earnings 4 Expenses 5 CIP Inflation Factor CASH FLOW ANALYSISREVENUE 6 Charges for services 7 Special assessments 8 Intergovernmental 9 Interest 10 Miscellaneous 11 SHA Expansion (State Bonding) 12 13 Total Revenue EXPENSES 14 Wages 15 Materials 16 Professional services 17 Repair and maintenance 18 Other 19 Depreciation 20 Debt service 21 22 Total Expenses 23 Revenue Over / (Under) Expenses OTHER FINANCING SOURCES / (USES) 24 Bond Proceeds 25 Transfers In 26 Purchase of capital assets 27 Advance to other fund 28 Transfers Out- 29 Total Other Sources / (Uses) 30 Change in balance sheet 31 Ending Cash 32 Target Cash 33 Over (Under) Target 2.00% 2.00% 2.00% 2.00% 2.00% 25.00% 25.00% 5.00% 5.00% 5.00% 1.50% 1.50% 1.50% 1.50% 1.50% 3.00% 3.00% 3.00% 3.00% 3.00% 4.00%4.00%4.00%4.00%4.00% 2028 2029 2030 2031 2032 75,250 94,063 98,766 103,704 108,889 0 0 0 0 0 0 0 0 0 0 627 1,312 2,319 3,401 5,416 75,877 95,374 101,085 107,105 114,305 12,300 12,500 12,800 13,100 13,400 700 700 700 700 700 3,600 3,700 3,800 3,900 4,000 4,700 4,800 4,900 5,000 5,100 3,000 3,100 3,200 3,300 3,400 5,600 5,700 5,800 5,900 6,000 0 0 0 0 0 85,900 29,900 30,500 31,200 117,800 32,600 45,977 64,874 69,885 (10,695)81,705 225,000 0 0 0 0 0 (5,922) (3,422) (3,558) (85,854) (98,525) (5,922) (3,422) (3,558)139,146 (98,525) 87,455 154,607 226,734 361,086 350,266 12,400 12,700 98,900 98,900 13,600 75,055 141,907 127,834 262,186 336,666 FUND 612 CAPITAL IMPROVEMENT PLAN Uptown Sewer Fund Page 4 of 14 12/20/2022