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HomeMy WebLinkAbout2017 10-02 CCP Joint Work Session with Financial CommissionAGENDA CITY COUNCIL/FINANCIAL COMMISSION JOINT WORK SESSION Monday, October 2, 2017 6:30 p.m. City Hall - City Council Chambers I.Call to Order II.Approval of Agenda III. Special Revenue Funds a.HRA/EDA b.CDBG Grant c.Police Forfeitures d.Tax Increment Funds e.NW Cable Communications Grant f.Recreation Grants g.Police Grants IV, Internal Service Funds a. Central Garage Fund V. Debt Service Funds a.improvement Bonds b.Tax Increment Bonds VI. Preliminary Budget Work Session - Follow-up a.Earle Brown Days b.Rental License Revenue/Special Assessment Revenue c. Median Residential Market Value/Tax Rates VII. Future Budget Discussions/City Council Meetings Work Sessions 1)Enterprise/Utilities Funds 2)Enterprise/Utilities Funds City Council Meetings 1)Utility Rates Adopted 2)Public Hearing & Budget Adoption October 16, 2017 October 30, 2017 (as needed) November 27, 2017 December 4, 2017 VIII. Adjournment MEMORANDUM CIfTY CCUNGffIL/IFINANC]IAL COMMSS]ION JOI{NT WOK SESSION DATE: October 2, 2017 TO: Curt Boganey, City Manager FROM: Nathan Reinhardt, Finance Director t'- SUBJECT: Special Revenue, Internal Service and Debt Service Funds Recommendation: It is recommended that the City Council & Financial Commission consider providing direction to staff regarding Special Revenue, Internal Service Funds and Debt Service Funds. Background: Special Revenue Funds Special Revenue funds account for revenue that must be committed for specific activities. Special Revenue funds of the City include: 1)HRA/EDA - Funded through the BRA levy, the EDA initiates programs and facilitates redevelopment opportunities and promotes public and private investment into commercial, industrial, and residential redevelopment. The programs are supported by staff from the departments of Business & Development and Building & Community Standards. 2)Recreation Grants - Accounts for a combination of donations, registrations fees and designated reimbursements for specific activities of the Community Activities, Recreation & Services department. The planned activities include: Safety Camp, Luther Soccer League, After School Program, Earle Brown Days, Little League and Special Events (i.e. Halloween Event, Holly Sunday, etc.). 3)Police Grants - Accounts for local, state or federal grants for police activities. For 2018, the City is anticipating receiving $121,779 in Auto Theft Prevention grant funds, $10,000 in Towards Zero Deaths - DWI Enforcement grant funds, $20,000 in Joint Community Police Partnership Project (Cadet Program) funds, $16,665 in Edward Byrne Memorial Justice Assistance (JAG) grant funds, $5,000 in Federal Bullet Proof Vests grant funds and $23,043 in Violent Offenders Task Force (VOTF) grant funds. 4)Police Forfeitures - Accounts for forfeiture funds related to alcohol or drug crimes. As of September 30, 2017 the available balance of alcohol related forfeitures is $65, these funds are restricted to the use of alcohol related crime expenditures. As of September 30, 2017 the available balance of drug related forfeitures is $31,712, these funds are restricted to law enforcement expenditures. The Police Department is currently in the Mission: Ensuring an attractive, clean, safe, inclusive community that enhances the quality of ilfe to! (Ill people (1/1(1 J)I'eSeI')CS the public trust IkA i MkA çJ ''c 'iur w 'i r'i%i ii uu i ,i'tj i• process of implementing body worn cameras, which are being paid for from these funds. An estimated $12,500 in expenses remain to complete the project. 5)NW Cable Communications Grant - Accounts for the NW Cable Communications Grant and related expenses. As of August 31, 2017 the fund had a deficit fund balance of $13,057. The deficit fund balance will be eliminated with the receipt of 2' half cable grant funds. Earlier this year the City utilized accumulated funds for the City Council Chambers remodel project. The City received approximately $36,000 per year in grant funding. 6)Community Development Block Grant (CDBG) - Accounts for funding of the CDBG Program that supports housing rehab, public service agency activities, City neighborhood stabilization and code enforcement initiatives. The City anticipates receiving a grant award for CDBG grant hinds, of which $150,000 will be used to reimburse the City for code enforcement related expenses. 7) Tax Increment (TIF) Funds - The funds have the authority to collect tax increments which are used for various redevelopment projects within the City and for debt service payments of bonds which were issued for the same purpose. a.TIF District 42 (Earle Brown) - Was used as the primary financing tool for the redevelopment of the Earle Brown Terrace and Earle Brown Commons senior residential projects. The District was decertified in 2011, however the fund continues to remain open in order to track repayment of loans made to TIF District #5. As of December 31, 2016 the fund had a cash balance of $1,777,205 and $772,328 of advanced funds remained outstanding. b.TIF District #3 - Debt was issued in 2004 (refinanced in 2015), 2008 and 2013 to finance redevelopment projects including the acquisition and demolition of various properties. For 2018, the fund has budgeted TIF revenues of approximately $3.77 million, of which $2.3 million is pledged towards the debt service payments. Of the TIF Revenue collected 15 percent must be allocated to the City's housing fund. The decertification date of the district is December 31, 2021. c. TIF District 44 (France Avenue Business Park) - Provided the financing for the clean-up and redevelopment of a previously contaminated site that now has tenants that include Caribou Coffee and Toro Distributing. The financing was provided through "pay as you go" financing where payments are made to the developer/owner which have been paid off by the City. For 2018, the fund has budgeted TIF revenues of $309,225. TIF 44 received a $1.5 million interfund advance from TIF 43 in 2016, which requires an annual repayment of $281,502 for 2018. The district is scheduled to be decertified by December 31, 2020 Mission: Ensuring an (,ttJ(ictil'e, clean, safe, inclusive community that enhances the quality of life for all people and preserves the pu b/ic trust 2 ILAI M1I '4'Jc!I' i i(,]kiPks IL 'iiit 4D! , to d.TIF District #5 (Shingle Creek Crossing) - Provides financing for the Shingle Creek Crossing redevelopment. As of December 31, 2016 the district has an advance outstanding of $772,328 with TIF District 42 and bonds outstanding of $3.8 million. For 2018, the fund has budgeted TIF revenues of $544,948 and debt payments are $349,483, and the repayment on the advance is $159,762. The decertification date of the district is December 31, 2029. e.TIF District #6 (The Sanctuary) - Provides financing for the Sanctuary development. The district will receive tax increment beginning in 2018, however 2019 is expected to be the first full year of tax increment. The financing is provided "pay as you go" with the payment equal to 97.5% of the tax increments collected in the district beginning in 2018. The decertification date of the district is December 31, 2043. Internal Service Funds Internal Service funds account for services provided to other departments of the City on a cost reimbursement basis. 1) Central Garage - Provides centralized management of fuel, preventative maintenance, repair and replacement of City vehicles and equipment. Funding is provided through charges to individual departments. In 2018, $1,233,500 in vehicles and equipment are scheduled to be replaced, including fire, street, parks, police, water, code enforcement and building inspection vehicles. The largest planned purchases include replacement of two street Sterling tandems valued at $210,000. Debt Service Funds Debt Service funds are used to account for and report financial resources that are restricted, committed or assigned to expenditure for principal, interest and other charges related to long- term debt. 1)General Obligation Improvement Bonds - Established to accumulate the collections of special assessments which were levied on the property owners who benefited from improvements that were constructed with the proceeds of this bond. In addition to special assessment funds, the 2013, 2015, 2016 and 2017 GO Improvement Bonds are partially repaid from property tax levy dollars. 2)General Obligation Tax Increment Bonds - Established to account for the collection of tax-increment generated revenues, which are annually transferred from Tax Increment funds. The bonds were issued to finance various redevelopment projects within the City. Il4ission: Ensuring an attractive, clean, safe, inclusive comma izili' that enhances the quality of lie fbi all people and preserves the public trust 3 t&T ' ''1 !!2 I!4M1 siPiIiki '!s t'r 3) Utility Revenue Bonds - These bonds are repaid from utility user fees directly from their respective utility funds (not included as debt service funds). The City issued Utility Revenue Bonds in 2010 to finance water meters, in 2015 to finance sanitary sewer infrastructure, in 2016 to finance water, sanitary sewer and storm drainage infrastructure, and in 2017 to fund water and sanitary sewer infrastructure. The City is proposing a debt issue for 2018 related to infrastructure improvements for Firehouse Park Area Improvements and Water Tower No. 2 Reconditioning. The debt would be repaid from a combination of sources that include utility revenues, special assessments and property tax levies. The breakdown of the proposed debt issue for 2018 is as follows: Fund (Revenue Source)Amount Street Reconstruction (tax levy)$2,800,000 Water (user fees)3,390,000 Storm Drainage (user fees)1,810,000 Special Assessments (assessments) -2,110,000 Bond Discount/Issuance Costs 140000 Total $10,250,000 A detailed debt service schedule for the proposed debt issue has been attached. Based on a 10 year term and net interest rate of 2.12% the annual payment would be approximately $1,150,000. The annual debt payments would be comprised of an estimated $326,000 of property tax levy, $369,000 in water user fees, $205,000 in storm drainage user fees, and $260,000 in special assessments. Strategic Priorities: • Resident Economic Stability o Targeted Redevelopment o Enhanced Community Image o Inclusive Community Engagement o Safe, Secure & Stable Neighborhoods Key Infrastructure Investments Mission: Ensuring an attractive, clean, safe, inclusive coinnuuhity that enhances the quality of//fe f'oi all people (In (1 preserves the public trust 4 iNI1I1iiUuuiTJ 5 0 I I I 10 I I I 0 0 N NCC Cl) I I IC to0 0CC I 03 NC) to13.CC 03 0 N CD 0134 —0 N LO C') C>0 '0 IC13 ('4! N to co M030 CC 0 0 03 NC'4 0 N CO 030 N- I C)')) ( CC Ci tO 0(13 010 10 ( 0 tO ' (130 I •tO C) ('4 003 tO CC 0(13 tO 0(13 N C)1 I CC '4 C'4N co 03(003 13')10 ('4 101CC 0 -'I 031"r]oI--.c- C CC to 10 ('4 0 co CC 03 (0 N 03 CC Cl C.CD N tO C')('4co 10 (>3 0 ('4 0 (0 tOl0C ' C>"13' 'tr(C ('4 - ")C)C. 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EaEa aO'" C•C CC a acia Ea aE_a a aoaa aaCo)E>a a.2.i20 C LL CCO0)0a C Hou)iLj9 0=OW0 WHF- 0 a o x o - o a I- Ui 0 1- HOUSING & REDEVELOPMENT AUTHORITY (HRA) FUND -20200 SPECIAL REVENUE FUND Object Code I Description 2015 Actual 2016 Actual 2017 September YTD 2017 Budget 2018 Budget_Change 2019 Budg e t,__ 46321 -HRA FUND REVENUES 4101 - CURRENT AD VALOREM TAXES $ 275,222 $ 304,277 $ 167,105 $ 329,079 $ 345,978 5.14%$ 363,277 4120- DELINQUENT AD VALOREM TAXES (930)920 672 --0.00%- 4154- PENALTIES & INT-DELINQ TAXES (234)(254)(39)--0.00%- TOTAL TAXES 274,058 304,943 167,738 329,079 345,978 5.14%363,277 TOTAL REVENUES 274,058 304,943 167,738 329,079 345,978 5.14%363,277 EXPENDITURES 6481- EDA FUND TRANSFER 274,364 304,417 -329,079 345,978 5.14%363,277 TOTAL TRANSFERS OUT 274 ,364 304,417 -329,079 345,978 5.14%363,277 TOTAL BUSINESS UNIT EXPENSES 274,364 304,417 -329,079 345,978 5.14%363,277 NET CHANGE IN FUND BALANCE $ (306)$ 526 $ 167,738 $ -$ -0.00%$ - 7 tI1EIBrooklyniiT DepartmentUBudget Department Name: Economic Development Authority (EDA) urmr The mission of the Brooklyn Center Economic Development Authority is to initiate programs and facilitate redevelopment and/or renovation opportunities which promote public and private investments into commercial, industrial, and residential redevelopment and renovations activities. L!LaP41l*i11'1uU ir.i.iiiI1Fi1T The EDA Funded Activities and Programs are supported by staff from the department of Community Development. The Director of Community Development is responsible for the administration of the following EDA programs and activities: Business Retention, Expansion, and Attraction & Community Marketing activities; promoting development opportunities; planning initiatives & budgeting associated with the use of Tax Increment Financing. EDA' s housing initiatives, including the Renew Loan Program, the Renew Grant Program, and the Remove & Rebuild Program; the Minnesota Housing & Finance Agency (MHFA) Rehab Loan Program with reduced interest rate; the Federal Neighborhood Stabilization Program - NSP acquisition, rehab, and resale of foreclosed homes. Key Initiatives focused on the achievement of strategic priorities/value propositions Targeted Redevelopment (2018-2020 Strategic Plan) Opportunity Site Redevelopment The desired Outcome is an inviting, attractive, and vibrant development. The Target is redevelopment of a variety of housing conforming to the City's Vision. The initiatives that we will be working on include: - The development of an Economic Principal Plan which will establish economic assistance parameters; economic feasibility factors; reviews of architectural concepts and conceptual designs to assure consistency with the City's Vision; confirmation of development parameters relating to infrastructure improvements; Tax Increment Rules and Regulations; and use of Pay-As-You-Go financing. Master Development Planning which will identify planning issues and considerations; market strengths and development opportunities; development options illustrating housing types and land uses; review of comparable developmentZD projects and potential developers; and preparation of a master development plan that conforms to the City's Vision and it's feasibility analysis meets the Economic Principal Plan. 57th and Logan Redevelopment The desired Outcome is an inviting, attractive, and vibrant development The Target is the redevelopment of a 20,000 sf. retail uses and 50 residential units by 2020. The initiatives that we will be working on include: The development of an Economic Principal Plan which examines potential programs for economic assistance, consideration of potential residential and commercial developers/business uses; and negotiation framework for the development of letter of intents/ purchase agreements. Master Development Planning which will identify planning issues and considerations; market strengths and development opportunities; development options illustrating housing types and land business uses; review of comparable development projects and potential developers; and preparation of a master development plan that conforms to the City's Vision and it's feasibility analysis meets the Economic Principal Plan. 0 Jerry's Food Site The desired Outcome is the Redevelopment of the 4.9 acre Jerry's Food Site. The Target is a redevelopment which conforms to the City's Vision for the Central Commerce District. The initiatives that we will be working on include: - The development of an Economic Principal Plan which identifies market land value for potential sales of the lot; identification of potential economic assistance programs; consideration to establishing a PUD zoning classification with potential development parameters and land uses. - Master Development Planning which will identify planning issues and considerations; consider market strengths and development opportunities; retain profession assistance to illustrate development features and qualities consistent with the City's vision for redevelopment of the site; assist the landowner in identifying perspective developers and/or businesses to achieve the Redevelopment Vision for the site. Resident Economic Stability The economic stability of residents is essential to vibrant neighborhoods and to retail, restaurant, and business growth. We will lead by supporting collaborative efforts of education, business, and government sectors to improve income opportunities for residents. We will work with State Agencies; Hennepin County; Educational Institutions; and Labor, Trade & Business Associations to establish programs and activities that enhance the skill levels, strengthen work ethics, and increased opportunities for all residents. We will work with State Agencies and Hennepin County to identify economic assistance programs that promotes private investments into industrial and commercial developments/redevelopments/renovations that stimulates the creation of new living wage employment opportunities. Staffing Levels Positions FTEs 2017 2018 2019 o Director of Community Development 1 0.75 0.75 o Deputy Director of Buildings and Community 0.75 0.5 0.5 Standards (BSC) Division o Housing Community Standard Supervisor 0.25 o Business Assistance Specialist -0.75 0.75 o Administrative Support Staff:0.8 FT Admin. Asst.0 25 0.25 - FT Admin. Asst.0 25 0.25 PT Admin. Asst.0 25 0.25 - PT Admin. Asst.0.25 0.25 Total 2.8 3.0 3.0 Note: A portion of the EDA positions are funded by the General Fund in the Community Development department. o Business Retention, Expansion, and Community Marketing Activities Promoting development opportunities; collaborating with business groups, organizations and agencies focused on commerce, employment, and economic growth; planning initiatives & advocating visions for public and private investments into the City. Housing Activities iIJ Promoting housing initiatives that increase opportunities for home ownership and reinvestment into the community's housing stock. Administrating the EDA's Renew Loan and Grant programs, the Remove & Rebuild program, the MHFA Rehab Loan assistance program and coordinating HUD's Neighborhood Stabilization Program-NSP purchase and rehab program. Marketing and Promoting the redevelopment of EDA owned Properties. Annual Goal and Strategies: Implement the EDA' s recommendation on options and strategies for the use of eligible tax increment funds from TIF 3 and TIF 5 funds for out-of-district expenditures. Develop strategies on the use of future Tax Increment Revenue from TIF District 7 (Southern Portion of the Opportunity Site) to fund the necessary infrastructure improvements and enhancement for the development of the first phase of 300 market rate apartments and future performing arts center.. Continue to work cooperatively with property owners within the Brooklyn Boulevard Corridor to promote planned transportation improvements, streetscape improvements to promote safer pedestrian and bicycle use within the corridor, and where necessary facilitate the acquisition of nonconforming properties that conflict with the City's Vision of this corridor. Development strategies that will promote the commercial redevelopment of the & Logan site and renovation/redevelopment of the Kmart site. ellwiuni ii I'vill 111111111111111 Ill Performance Objectives Description of Performance Measure Performance Levels "Actual Value Target Value Develop an Economic Plan and Master Undeveloped land An approved Master Development Plan for 57th & Logan Site Development Plan & Economic Plan for development Develop an Economic Plan and Master Undeveloped land An approved Master Development Plan for the Opportunity Site Development Plan & Economic Plan for 1t phase development Develop an Economic Plan and Master Undeveloped land An approved Master Development Plan for the former Jerry Food Development Plan & Site Economic Plan for development Identification of Redevelopment Opportunities and Planning Activities 2018 Community Development Planning & Activities Map Preparation of the 2018 Planning & Activities Map. Sales of Infill Housing Lots to builders for 1 built in 2014 Additional homes in 2 construction of single family owner 6 built in 2015-16 2018 occupied residences 2 built 2017-18 Identify Economic Assistance Programs that Existing programs by Organize program promote private investment in DEED, Metro Council,information and development/redevelopment projects which Heim. Co.illustrate how the generates employment opportunities programs could be used to benefit new employment opportunities Capital Outlay and Other Initiatives with Significant Budget Impact (optional) The 2018 budget includes $20,000 for the replacement of the City's streetscape banners, budgeted as part of professional services. 12 ECONOMIC DEVELOPMENT AUTHORITY (EDA) FUND -20300 SPECIAL REVENUE FUND Object Code/ Description 2015 Actual 2016 Actual 2017 September YTD 2017 Budget 2018 Budget Change 2019 Budget 46310- DEVELOPMENT/RE-DEVELOPMENT REVENUES 4359 - OTHER STATE GRANTS/AID $ 479,957 $130,044 $ 7,283 $ -$ -0.00% 0.00% $ - -4362- COUNTY GRANTS/AID 290,102 165,094 10,906 -- 0.00%-4373 - OTHER GRANTS/AID 59,792 337,696 --- 0.00%-TOTAL INTERGOVERNMENTAL 829 ,851 632,834 18,189 -- 4603 - INTEREST EARNINGS 7,533 10,390 11,520 6,500 12,679 95.06% 0.00% 12,679 -4605- UNREALIZED INVESTMENT GAIN/LOSS 783 (2,112) 8,278 - 11520 -6,500 - 12,679 95.06%12,679TOTAL INVESTMENT EARNINGS 8,316 4606- OTHER REVENUE 4,965 309,761 4,633 --0.00% 0.00% - -TOTAL MISCELLANEOUS 4,965 309,761 4,633 -- 4915-TRANSFERS IN -304,417 -149,774 329,079 - 345,978 -100.00% 5.14% - 363,2774915.3 -TRANSFERS IN FROM HRA FUND 274,364 274,364 - 304,417 - -478,853 345,978 -27.75%363,277TOTAL TRANSFERS IN TOTAL REVENUES 1,117,496 1,255,290 34,342 485 ,353 358,657 -26.10%375,956 EXPENDITURES 6101 - WAGES & SALARIES-FT EMPLOYEES 210,657 212,132 157,104 217,102 226,968 4.54%232,174 6102- OVERTIME-FT EMPLOYEES 43 - 10,759 -9,875 -11,448 - 12,658 0.00% 10.57% - 12,7936103WAGESPARTTIMEEMPLOYEES-0.00%-6111 -SEVERANCE PAY 3,858 15,803 4,277 16,715 - 12,522 -17,140 - 17,972 4.85%18,3736122- PERA COORDINATED PLAN 12,587 13,266 9,841 14,009 14,857 6.05%15,1896125 FICA - SOCIAL SECURITY 2,944 3,103 2,302 3,313 3,474 4.86%3,5516126- FICA - MEDICARE 6131- CAFETERIA PLAN CONTRIBUTIONS 25,416 29,670 21,520 29,674 35,743 20.45%37,875 6151 WORKER'S COMP INSURANCE 5,970 5,087 3,496 1,538 294,224 1,701 313,373 10.60% 6.51% 1,740 321,695TOTAL PERSONAL SERVICES 277,278 2951009 216,660 6201 - OFFICE SUPPLIES 25 -10 100 100 100 100 0.00% 0.00% 100jr 6219 GENERAL OPERATING SUPPLIES --- -0.00%6241 - SMALL TOOLS -----0.00%-6242- MINOR EQUIPMENT 560 - 2,227 -2,216 -1,900 --100.00%-6243 MINOR COMPUTER EQUIPMENT - 585 2,227 2,226 2,100 200 -90.48%200TOTAL SUPPLIES 6301 - ACCTG, AUDIT & FIN'L SERVICES 2,105 2,445 1,952 2,500 2,500 7,500 0.00% 0.00% 2,500 7,5006302- ARCH, ENG & PLANNING 4,866 17,043 - 439 7,500 7,500 7,500 0.00%7,5006303- LEGAL SERVICES 1,004 2,087 7,920 7,209 54 25,000 25,000 0.00%5,0006307 - PROFESSIONAL SERVICES 948 813 496 1,200 1,300 8.33%1,3006321 -TELEPHONE/PAGERS 100 100 0.00%1006331 - TRAVEL EXPENSE/MILEAGE 8 -- -100 100 0.00%1006333-FREIGHT/DRAYAGE ---0.00%-6341 - PERSONNEL ADVERTISING --81 -104 -400 400 0.00%4006342- LEGAL NOTICES 207 -0.00%-6349- OTHER ADVERTISING ---24 -75 75 0.00%75 6351 - PRINTING -- 87 83 --0.00%-6381 - ELECTRIC - 14 124 --0.00% -6383-WATER - 11 12 --0.00%-6384- REFUS DISPOSAL - 98 82 --0.00%-6385- SEWER 6386-STORM SEWER - 15,267 17,776 9,695 15,000 15,000 0.00%15,000 2,2006389- STREET LIGHTS 2,382 2,767 1,535 11,928 2,200 7,000 2,200 7,000 0.00% 0.00%7,0006405- PARK& LANDSCAPE SERVICES 10,390 14,589 895 1,550 1,600 3.23%1,6006406- MULTI-FUNCTION MTNCE 1,203 1,563 -1,500 1,500 0.00%1,5006409 OTHER REPAIR &MAlNTSVCS -2,744 -3,685 1,864 3,528 3,629 2.86%3,7556423- LOGIS CHARGES 550 -570 1,200 1,200 0.00%1,2006432 CONFERENCES AND SCHOOLS 204 700 700 0.00%7006433- MEETING EXPENSES 511 7,811 227 7,950 10,764 22,800 22,800 0.00%22,8006434- DUES & SUBSCRIPTIONS 2,162 6,666 200 5,562 --100.00%-6441 - LICENSES, TAXES & FEES -0.00%-6449- OTHER CONTRACTUAL SERVICE 835,793 634,039 50,110 -0.00%6496- LOSS ON DISPOSAL 6498INTERFUND EXPENSE ALLOCATION - (91,714) 400,595 (117,571) - - -- - (116,000)100.00% -115.08% (116,000) (35,770LTOTAL PROFESSIONAL SERVICES 798,324 1,008,007 91,135 105,415 13 6461 - FUEL CHARGES 175 70 140 175 958 342 862 95.43% -10.02% 353 888 6462- FIXED CHARGES 1,022 955 458 639 464 257 160 -37.74%165 6463 REPAIR &MAINTCHARGES 90 1,950 1,950 1,340 2,010 2,010 0.00%2,070 6465 REPLACEMENT CHARGES 3,433 2,583 3,400 3,374 -0.76%3,476 TOTAL CENTRAL GARAGE CHARGES 3,237 6471 -ADMINISTRATIVE SERVICE TRANSFER 57,884 57,884 46,590 62,120 62,120 84,452 84,452 35.95% 35.95% 84,452 84,452 TOTAL TRANSFERS OUT 57,884 57,884 46,590 TOTAL BUSINESS UNIT EXPENSES 1,137,308 1,366,560 359,194 467,259 385,503 -17.50%374,053 NET CHANGE IN FUND BALANCE $(19,812)$(111,270)$ _(324,852)$_18,094 $(24 -248 .37 % $_1,9... 14 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUND 20400 SPECIAL REVENUE FUND Object Code! Description 2015 Actual 2016 Actual 2017 September YTD 2017 Budget 2018 Budget 2019 Change Budget 46323 - CDBG REVENUES 4320- MISC FEDERAL GRANTS $ 368,388 $349,186 $ 97,518 $ 150,000 $ 150,000 0.00% $ - TOTAL INTERGOVERNMENTAL 368,388 349,186 97,518 150,000 150,000 0.00% - 4606- OTHER REVENUE -57,669 ---0.00% - TOTAL MISCELLANEOUS -57,669 ---0.00% - TOTAL REVENUES 368,388 406,855 97,518 150,000 150,000 0.00% - EXPENDITURES 6449- OTHER CONTRACTUAL SERVICE 180,740 238,198 30,017 --0.00% - TOTAL PROFESSIONAL SERVICES 180,740 238,198 30,017 --0.00% - 6482- MISC TRANSFER OUT 188,100 88,330 -150,000 150,000 0.00% - TOTAL TRANSFERS OUT 188,100 88,330 -150,000 150,000 0.00% - TOTAL BUSINESS UNIT EXPENSES 368,840 326,528 30,017 150,000 150,000 0.00% - NET CHANGE IN FUND BALANCE $ (452) $80,327 $ 67,501 $ -$ -0.00% $ - POLICE FORFEITURES FUND -20500 SPECIAL REVENUE FUND 2015 2016 2017 September 2017 2018 2019 Object Code I Description Actual Actual YTD Budget Budget Change .!!1f2L.._. 42190- STATE FORFEITURES-DRUG 4506-STATE FORFEITURE REVENUE 466REVENUES 3,485 5,328 15 ,000 5 ,000 5,000 -66.67% -66.67% 5000 5,000 TOTAL FINES & FORFEITURES 466 3,485 5,328 15,000 4603- INTEREST EARNINGS 388 706 169 297 213 - -28.28% 0.00% 213 4605- UNREALIZED INVESTMENT GAIN/LOSS 23 (157)- 169 -297 213 -28.28%213 TOTAL INVESTMENT EARNINGS 411 549 4915-TRANSFERSIN -45,000 --- - 0.00% 0.00% - - TOTALTRANSFERSIN -45,000 -- 877 49,034 5,497 15,297 5,213 -65.92%5,213 TOTAL REVENUES EXPENDITURES 30,090 4,439 -15,000 5,000 -66.67%5,000 6242- MINOR EQUIPMENT -0.00%- 6243 - MINOR COMPUTER EQUIPMENT -67,294 --15,000 5,000 -66.67%5,000 TOTAL SUPPLIES 30,090 71,733 - 6402 EQUIPMENT SERVICES 1,268 ---- - 0.00% 0.00% - TOTAL PROFESSIONAL SERVICES 1,268 -- -0.00%-6550- MOTOR VEHICLES 2,526 ----0.00%-TOTAL CAPITAL OUTLAY 2,526 --- TOTAL BUSINESS UNIT EXPENSES 33,884 71,733 -15,000 5,000 -66.67%5,000 42191 - FEDERAL FORFEITURES-DRUG REVENUES 4505- FEDERAL FORFEITURE REVENUE 20,000 25,000 20,000 5,000 5, 000 0.00% 0.00% 0,00%5,000 5,000 TOTAL FINES & FORFEITURES 20,000 251000 20,000 5,000 5,000 4603- INTEREST EARNINGS 139 289 443 - 178 - 532 198.88% 0.00%0.00% 532 - 4605 - UNREALIZED INVESTMENT GAIN/LOSS 16 -443 178 532 198.88%532 TOTAL INVESTMENT EARNINGS 155 289 20,155 25,289 20,443 5.178 5,532 6.84%5,532 TOTAL REVENUES EXPENDITURES 3,957 57 -- 5,000 100.00%5,000 6242- MINOR EQUIPMENT 7,976 16,638 - -0.00%-6243 MINOR COMPUTER EQUIPMENT - 8,033 16,638 - 5,000 100.00%- - TOTAL SUPPLIES 3,957 6307 PROFESSIONAL SERVICES -8,088 10,347 - -0.00% 0.00% - -6333- FREIGHT/DRYAGE -- - 39 2,725 - - - -0.00%-6422SOFTWARE MAINTENANCE --144 - -0.00%- 6423- LOGIS CHARGES -8,088 13,255 - -0.00%--TOTAL PROFESSIONAL SERVICES - TOTAL BUSINESS UNIT EXPENSES 3,957 16,121 29,893 - 5,000 100.00%- 42193- DUI FORFEITURE FUND REVENUES 4506 - STATE FORFEITURE REVENUE TOTAL FINES & FORFEITURES 3,100 - 3,100 - - 20,000 - - 20,000 3,000 3,000 -85.00% -85.00% ___________3,000 3,000 4603-INTEREST EARNINGS 4605 - UNREALIZED INVESTMENT GAIN/LOSS TOTAL INVESTMENT EARNINGS 251 259 19 - 270 259 277 234 - - 277 234 345 - 345 47.44% 0.00% 47.44% 345 - 345 3,370 259 277 20,234 3,345 -83.47%3,345 ---20,000 2,400 -88.00%2,400 1,116 ----0.00%- --29,472 --0.00%- --3,784 --0.00%- 1,116--33,256 20,000 2,400 -88.00%2,400 82 --100 100 0.00%100 --2,000 --100.00%-- -1,601 102 -500 100.00%500 82 1,601 102 2,100 600 -71.43%600 1,198 1,601 33,358 22,100 3,000 -86.43%3,000 $ (14,637)$ (14,873)$ (37,034) $3,609 $-69.80% $6,090 TOTAL REVENUES EXPENDITURES 6219- GENERAL OPERATING SUPPLIES 6242- MINOR EQUIPMENT 6243- MINOR COMPUTER EQUIPMENT 6421 - SOFTWARE LICENSE TOTAL SUPPLIES 6441 - LICENSES, TAXES & FEES 6447 - TOWING CHARGES 6449- OTHER CONTRACTUAL SERVICES TOTAL PROFESSIONAL SERVICES TOTAL BUSINESS UNIT EXPENSES NET CHANGE IN FUND BALANCE 16 Flo"s ^ng Deve l opm e nt and R e deve l opment P[c'oject No. 01 cand Ta cmt Fr incng (hF) Dict Na. 2 VIL O0L AT THECENTER 0 005 01 02 - 17 W+E :": 0 Crested by: BrooMyn Center Busi n ess a nd Development Dept./GIS Do cu m e nt path: L:\Uers\ConDe\TIFees\TJF_DISTRICT_No2.rrd FUND: Fund 27700 DEPT/DIVISION/ACTIVITY: TIF District #2-46412 PROFILE This find accounts for all TIF revenues and expenditures for TIF District 42, the Earle Brown TIF District. This TIF District was the primary financing tool for the redevelopment of the Earle Brown Terrace and Earle Brown Commons senior residential projects. BACKGROUND OF THE DISTRICT This District was established in 1985 as a Redevelopment District to remedy conditions of economic obsolescence, physical blight, underutilization of land extensive soil corrections which the private sector has not been willing or able to accomplish and correction of numerous traffic hazards and pedestrian conflicts. The District consisted of 11 parcels, comprising 61.59 acres. In 1994, the District's Project area was enlarged to include the geographic boundaries of the City and additional objectives were added to promote private enterprise investments into the redevelopment of the community consistent with the needs of the City. In 2001, a Legislative Amendment extended the length of the District to 12/31/11. In 2008, the 6.15 acre Embassy Suites site was removed from the District. In 2010, the Minnesota Jobs Bill authorized the use of available Tax Increment from any District for projects that: *create or retain jobs in the State of Minnesota, including construction jobs * construction commences before July 1, 2011 (amended to July 1, 2012 * City Council approves a written spending plan after a duly noticed public hearing. The City Council & EDA approved a TIF 2 Spending Plan (public hearing on 4-11-11) which included the following: • Shingle Creek Crossing Redevelopment of Brookdale Mall Properties $2.4M • Embassy Suites Link to Heritage Center (D-Barn lease portion) $340,000 • Howe Site Environmental Investigation Loan to MBC II, LLC (repaid) On August 8, 2011, the City Council and the EDA conducted public hearings and formally amended the Tax Increment Finance Plan and Budget to include the tax increment revenue to be received in 2011 and the future repayment of the inter-fund loan to Tax Increment District No. 5, Shingle Creek Crossing Project. The amended budget adjusted the funding for the following activities: 18 Amended Budget Change Land/Building Acquisition Site Improvements/prep costs: Utilities Other Public Improvements Administrative Transfer Out Job Bill Spending $ 2,563,179 $ 130,000 $ 740,612 $17,093,810 $ 1,363,401 $ 3,010,000 (+$ 303,179) (+$ 30,000) (+$ 540,612) (+ $4,408,810) (+$ 635,101) (+ $3,010,000) The last year of tax increment collections for this District is for the tax year 2011. Hennepin County added the tax capacity captured by Tax Increment District 2 to the tax base to the respective tax authorities for the 2012 tax year. On November 14, 2016, the City Council adopted Resolution No. 2016.494, approving the sales of $1,725,000 Taxable General Obligation Tax Increment Refunding Bonds, Series 20116 C, (TIF 5 Bonds) which enabled paying off $1,700,000 of the $2,400,000 inter-fund loan to Tax Increment District No. 5 (Shingle Creek Crossing). DEPARTMENTAL GOALS o To provide the EDA with options for the implementation of the 2011 budget amendment which maximize redevelopment opportunities and benefits to the City of Brooklyn Center. Monitor the status of the Shingle Creek Crossing Development and options for the inter- fund loan repayment. EXPENDITURE DETAILS 6303 Legal Services $ 5,000 6307 Professional Services $15,000 6510 Capital Outlay (land) 6530 Capital Outlay (improvements) PERSONNEL LEVELS No personnel are directly assigned to this activity. CAPITAL OUTLAY None requested. Opportunities for the potential use of fund balance: 19 Transportation and Infrastructure Improvements Brooklyn Boulevard Corridor Improvements Admiral Ave to 63'd Ave. streetscape improvements Property acquisition for the alignment of Admiral Ave. and 60th Ave. intersection. Hwy 252 Corridor Improvements - Acquisition of property within the Northwest quadrant of the planned interchange. o Potential Inter-Fund Loans as a finance option for TIF 5 (Shingle Creek Crossing) and TIP 7 (Opportunity Site) EBHC/Embassy Pond Improvements ( approx.. $75,000 -the ftmd balance remaining in 2012). TAX INCREMENT FINANCING (TIF) DISTRICT #2 FUND -27700 SPECIAL REVENUE FUND Object Code! Description 2015 Actual 2016 Actual 2017 September YTD 2017 Budget 2018 Budget Change 2019 Budget 46412- TIF DISTRICT #2 REVENUES 4150 -TAX INCREMENTS $ (58,754)$ -$ - $-$ -0.00% $- TOTAL TAXES (58,754)----0.00%- 4362 - MISC FEDERAL GRANTS 25,400 ----0.00%- TOTAL INTERGOVERNMENTAL 25,400 ----0.00%- 4603- INTEREST EARNINGS 736 3,280 14,932 568 18,512 3159.15%18,512 4605 - UNREALIZED INVESTMENT GAIN/LOSS 47 (2,982)---0.00%- TOTAL INVESTMENT EARNINGS 783 298 14,932 568 18,512 3159.15%18,512 4606 -OTHER REVENUE 21,007 8,645 -11,962 7,816 -34.66%6,852 TOTAL MISCELLANEOUS 21,007 8,645 -11,962 7,816 -34.66%6,852 TOTAL REVENUES (11,564)8,943 14,932 12,530 26,328 110.12%25,364 EXPENDITURES 6302- ARCH, ENG & PLANNING 20,615 10,680 - --0.00%- 6303- LEGAL SERVICES 160 -- 5,000 5,000 0.00%5,000 6342- LEGAL NOTICES 882 -- --0.00%- 6449- OTHER CONTRACTUAL SERVICE --- 15,000 1,715,000 11333.33%15,000 TOTAL PROFESSIONAL SERVICES 21,657 10,680 - 20,000 1,720,000 8500.00%20,000 TOTAL BUSINESS UNIT EXPENSES 21,657 10,680 - 20,000 1,720,000 8500.00%20,000 NET CHANGE IN FUND BALANCE $ (33,221)$ (1,737) $14,932 $ (7,47 $ (1,693,672)22572.99% $5,364 21 co lcO 0) IC) to 10 toCo CO -cc5 LO• 0) 0) CL CO CO CO to to to toCO to•0 Co to CO CO t (0 to to to to - to-totoCO 0) (0 to to C\jtoto Cl)0) 0) 0 CO CO CO to to 0) to to COCOtoC'IT COr to N--(C) N-N-toto CO to toN to to CO to to (0(oto toto N- to toCD N- - C) 0 CO CO CO to to to C-) 0) CO-N-toto to to CO (C) N-N-bC CO to CO to to (0 to N- N N- CO toto 0)to N to N to(0 N 0 CO CO CO CO (0 to CO to to toto Cl) CD to to to to N tto toto(C(O to (0 10CO CCL toC N to CO to CD LO CO tototo (0 to N- f CL CO CO CO N- to to 0 to CO CO to(D (D to N 0) to(0 CO (0 to N to N COrLoto to (0 to N-<jto toto CO to (0 toLO to 0 CO CO CO CO N to (0 (0 (0 to(0(0(00) to 0) to to (1) 1000(Oto CO Ci N- U) C) C-) to 1 C - to to(((to toto to to (0 toto 0 CO CO CO to to CO to to to CO to So(C) to to to to Cl) to to to to to cO(Ototo toto N- totoCO N-1000N-to to to to totoCO Cl) CD to - to toG)- ('(to to toto 0-CO CO CO C') (0 CO CO to to to (0 E to to C') toto toto toCl) to to to to to to to - CO CO N- to to to to CO to to N(1)to C') to to to toN-N- CO -N-to CO 0 CO CO CO CO CO to to to cm) to to to to N- - (0(0 N- to to to to to to - CO C') ) toN- COto to Ci to to to') to CO-- toto N- toCO to (C) (C) to to to to N- to to to CO C N- -CO CO C')CO CO 0 LL. CO 10 to to to N- to to to to CO - toCO C)) (0(0 tototoCDto toto ') CO CO It to ') CO to to (IC CO CO to to to N- - CO to N to o COto C- N- cq C I -- 0CC' COC')2E C') C)C 0.E (((0 •0 .E 'n 'a r N--eIC) - Co € L 0Dl n• CL o F. IC) "0 0 to C-) à [I to U- to IC) I 0 -O 0 CM 0 ----C -(to to (1) E IN' U (IC (U= to to co co I rq I- CO CO CO C) Co C" C0 C-C C.) Q) C-)C-) - toC CIC) ECi C (CC- N-1toto— 0 -O (CU— IC)(ICto CO to-10C"— IC)00toC)CO hij Development and Redev&oprncnt Project No. 01 a T crrnn. N inng (T W) D©r No. 3 Jul one 0-'UM'JJI! Mel — F1• - t I• ____ • _________ _____•I ____ — I P 1 i çH i]IiIFiJInfl ':bjflIn 'M\ iWL FIT da MA;' jEtd_LLjIL luwr'jL .'_ WIEQ/ILl \HH/.m / 1111W / L I '-II I -- •I L_4IUi o 0 K L N 0 0125 025 05 w Miles £ 23 Created by: Brooklyn Center Business and Development Dept./GIS AT T H E CE NT E Document Path. L:\Unero\CornDeu\TlFemenn\TIF_DISTRICT_N0_3rflxd City of Brooklyn Center 2018 Budget FUND: Fund - 27800 DEPT/DI VISION/ACTIVITY: TIF District 93 - 46413 PROFILE This fund accounts for all TIF revenues and expenditures for TIF District 43. Major redevelopment projects within the District include 69th and Brooklyn Boulevard, the area around 66th and 252 including the theater and the town homes, as well as the area in and around Brookdale. Additional development work in this District includes site consolidation with the acquisition and demolition clearance of the Olive Garden, Cracker Barrel and Days Inn sites, the acquisition and demolition clearance of the Hmong America Center. The "Opportunity Site" north of 57th and east of Shingle Creek is partially included in the District. The TIF District 43 fund is annually transferring principal and interest payments to debt services funds for three outstanding TIF Revenue Bonds; the 2015B TI Refinancing Revenue Bonds, the 2013A TI Revenue Bonds and the 2008A TI Revenue Bonds. DEPARTMENTAL GOALS Tax Increment District No. 3 was established in as a 25 year Redevelopment District to provide assistance to various commercial redevelopment and housing development projects within the District. The District was comprised of 221 parcels of land within following 3 sites: the Brooklyn Boulevard 169th Area, - the Brookdale Area, and the Willow/252 Area. Special state legislation associated with the creation of this Tax Increment District included provisions which required that 15% of the revenues generated from tax increment in any year is deposited in the housing development account of the authority and expended according to the tax increment financing plan. Additionally, the legislation extended the initial 5 year rule to 10 years and Special Legislation provided an additional 3 years. The extended 5 Year Rule, deadline for in- district expenditures was May 15, 2008. This Redevelopment District is presently is limited to the use of tax increment funds for debt service with the following exceptions: - 25% Pooling activities, which include administrative costs. - Affordable Housing activities which are not subject to the 5 Year Rule. The district is scheduled to be decertified on December 31, 2021. On November 12, 2013 the EDA adopted Resolution No. 2013-15 which modified the Tax Increment Financing Plan and approved the following amended budget: 24 Estimated Public Costs Land Acquisitions $25,000,000 Public Improvements $ 4,500,000 Site Improvements $ 2,100,000 Administrative Expenses $ 4,400,000 Contingency $ 0 Housing Development Account Land Acquisitions $ 6,000,000 Affordable Housing Expenses $ 4,175,000 Interest Expense on Debt Issuance $ 250,000 Total Housing Development Account $10,425,000 Poolinc Land Acquisitions $ 6,775,000 Public Improvements $ 4,000,000 Interest Expense on Debt Issuance $ 1.050,000 Total Pooling $11,825,000 Interest Expense (including Capitalized $11,250,000 Total $69,500,000 The 2016 tax increment capacity identified by Hennepin County for the assessment year 2016 is 2,698,531 which are projected to generate a total of $4,291,541 for taxes payable in 2017. ($3,963,979 in tax increment and $327,502 excess taxes/above frozen levy) The 6 Year TIF Rule regulates the use of TIF for Out-of-District expenditures, including Administrative costs and eligible activities to 25% for redevelopment districts. The following illustrates the budgeted use of funds using 95% of projected 2017 revenue $3,765,780: ($564,867 Housing Fund; $800,228 Out-of-District expenditures, and $2,400,685 debt service). Debt Service Debt Service Ho us in g Fpj Out -of-District Reserve 2017 $2,310,476 $ 90,209 $564,867 $800,228 2018 $2,294,451 $106,234 $564,867 $800,228 2019 $2,242,713 $157,972 $564,867 $800,228 2020 $2,231,513 $169,172 $564,867 $800,228 2021 $2,244,938 $155,747 $564,867 $800,228 2022 $ 2,232,169 25 The additional revenue available for Housing Activities (15% of annual tax increment is approximately $2.8M and approximately $3.3M has preliminarily been identified for Out-of-District expenditures based on current TIF revenue projections. Confirm that tax increment revenue funds generated through the life of this 25 year Tax Increment District will be available for debt service for the 2013B bonds (final payment to be made with 2021 Tax Increment) Develop options on the use of Housing and Other Out-of-District funds for Tax Increment investment opportunities which leverage private investments and maximize benefits to the community and assure that sufficient funds are available for debt service. I ai i I I] U Iii 1 aull D I 1 6474 Debt Service Fund Transfer $ 2,310,476 PERSONNEL LEVELS No personnel are assigned to this activity. !s1I$lw.:% Opportunities for potential use of Housing Funds associated with the Opportunity Site: Acquisition of the former Perkins site $450,000 (future townhomes along John Martin Drive) o $1.5 M street, utilities, streetscaping special assessment for north side of street improvements (future owner-occupied townhomes) Opportunities for pooling activities/Out-of-District Expenditures: o Acquisitions associated with the future Hwy 252 and 66 t" (2,53 acres north of Holiday Station Store —2017 assessed valuation $461,000) o TIF 5 Inter-Fund Loan for land acquisitions associated with the redevelopment of the Kohl's Lot ($600,000 land & $300,000 storm water improvements. o TIF 7 Inter-fund Loan to assist in financing infrastructure improvement (initial street, utility, and streetscaping) 26 TAX INCREMENT FINANCING (TIF) DISTRICT #3 FUND - 27800 SPECIAL REVENUE FUND 2017 2015 2016 September 2017 2018 2019 Object Code I Description Actual Actual YTD Budget Budget Change Budget 46413 TIF DISTRICT #3 REVENUES 4150 -TAX INCREMENTS $ 2,953,728 $ 2,969,836 $ 1,962,868 $ 3,177,598 $ 3,765,780 18.51%$ 3,765,780 TOTAL TAXES 2953,728 2,969,836 1,962,868 3,177,598 3,765,780 18.51%3,765,780 4603- INTEREST EARNINGS 18,321 7,719 10,613 9,858 10,690 8.44%10,690 4605- UNREALIZED INVESTMENT GAIN/LOSS 1,512 (1,166)---0.00%- TOTAL INVESTMENT EARNINGS 19,833 6,553 10,613 9,858 10,690 8.44%10,690 4831 -OFFICE RENTALS 4921 - REFUNDS & REIMBURSEMENTS TOTAL MISCELLANEOUS 4915-TRANSFERS IN TOTAL TRANSFERS IN 4911 - SALE OF PROPERTY TOTAL OTHER FINANCING SOURCES TOTAL REVENUES EXPENDITURES 6301 - ACCTG, AUDIT & FIN'L SERVICES 6302 - ARCH, ENG & PLANNING 6303 - LEGAL SERVICES 6307 - PROFESSIONAL SERVICES 6342- LEGAL NOTICES 6361 - GENERAL LIABILITY INSURANCE 6381 - ELECTRIC 6382- GAS 6383 - WATER 6384- REFUSE DISPOSAL 6385- SEWER 6386 - STORM SEWER 6389- STREET LIGHTS 6405 - PARK & LANDSCAPE SERVICES 6434- DUES & SUBSCRIPTIONS 6441 - LICENSES, TAXES & FEES 6449 - OTHER CONTRACTUAL SERVICE 6498- INTERFUND EXPENSE ALLOCATION TOTAL PROFESSIONAL SERVICES ---6,000 6,000 0.00% 75,864 70,376 968 50,000 50,000 0.00% 6,500 40,988 10,247 35,000 35,000 0.00% 48,580 46,416 12,763 25,000 25,000 0.00% ---50 50 0.00% 31,254 9,183 1,118 1,784 1,582 -11.32% 28,007 69 ---0.00% 22,112 16 ---0.00% 1,234 1,063 81 3,000 3,000 0.00% -9 36 --0.00% 1,608 1,456 391 6,000 6,000 0.00% 38,916 36,970 26,232 40,000 40,000 0.00% 5,437 5,322 3,608 6,000 6,000 0.00% 22,371 22,400 13,246 10,000 15,000 50.00% 15,000 --15,000 15,000 0.00% 53,811 22,960 53,991 25,000 25,000 0.00% 1,070,717 332,953 121,570 250,000 250,000 0.00% 62,065 65,650 --70,000 100.00% 1,483,476 655,831 244,251 472,834 547,632 15.82% 177,213 85,081 75,871 84,378 92,816 10.00% 102,942 21,872 645 - - - 0.00% - 199,085 85,726 - 75,871 84,378 92,816 10.00% 102,942 - -281,502 100.00% 281,502 - -281,502100.00% 281,502 4,820 - - 35,000 200,000 471.43% 100,000 4,820 - - 35,000 200,000 471.43% 100,000 3,177,4663,062,1152,049,3523,306,8344,350,78831.57% 4,260,914 50,000 35,000 25,000 50 1,677 3,000 6,000 40,0' 6,OL 15,000 25,000 70,000 276,727 6510- LAND --768,813 150,000 150,000 0.00%- TOTAL CAPITAL OUTLAY --768,813 150,000 150,000 0.00%- 6474- DEBT SERVICE FUND TRANSFER 2,395,981 2,326,810 -2,064,213 2,297,451 11.30%2,244,213 6482- MISC TRANSFER OUT ---100,000 100,000 0.00%100,000 TOTAL TRANSFERS OUT 2,395,981 2,326,810 -2,164,213 2,397,451 10.78%2,344,213 TOTAL BUSINESS UNIT EXPENSES 3,879,457 2,982,641 1,013,064 2,787,047 3,095,083 11.05%2,620,940 NET CHANGE IN FUND BALANCE $(7Oj,$jt _$79,474 $1,036,288 $519,787 $1,255,705 141.58%$1,639,974 27 City of Brooklyn Center Tax Increment District #3 Cash Flows Analysis Revised: 8-7-17 Actual Actual Projected Projected Projected 2015 2016 2017 2018 2019 Decertification Date 4/1912021 Projected Projected Projected 2020 2021 2022 Revenues: Tax Increments $ 2,953728 $2,969,836 $ 3,765,780 $3,765,780 $ 3,765,780 $3,765,780 $- $ - Intergovernmental Interest on Investments - 19,833 -6,553 -9,585 -10,690 -10,690 -51,928 -43,743 - Lease Rentals 177,213 85,081 84,378 92,816 102,942 112,048 96,190 Miscellaneous 26,692 1500,646 35,000 ---- - Bond Sales Transfers In -----281,502 -281,502 -281,502 -281,502 - - 281,502 281,502 Total 3,177,466 4,562,116 4,176,246 4,150,789 4,160,915 4,211,259 421,435281,502 Expenditures: Personal Services - ----- -- Supplies & Materials - ----- - - Other Services & Charges 1,483,475 590,181 472,834 477,632 208,727 - - - Capital Outlay - 615,006 150,000 150,000 -- - - Debt Service Issuance - ------ - Intertund Advance to TIF 4 - 1,500,000 ---- - - Transfers Out - Debt Service 2,395,981 ----- - - Projected Debt - 2004D - 1,649,960 ---- - - Projected Debt- 2008A - 143,063 136,438 129,813 -- - - Projected Debt- 2013A - 432,838 432,588 430,888 476,963 477,063 2,244,938 2,232,169 Projected Debt-2015B - 100,500 1,744,450 1,736,750 1,767,250 1,755,950 - - Transfers Out - EDA Admin - 65,650 70,000 70,000 70,000 70,000 70,000 70,000 Total 3,879,4565,097,198 3,006,310 2,995,083 2,520,940 2,303,0132,314,9382,302,169 Cash Balance - Beginning 2,369,189 1,667,199 1,227,217 2,397,152 3,552,858 5,192,832 7,101,078 5,207,575 Change in Accruals Revenues - 3,177,466 95,099 4,562,116 - 4,176,246 - 4,150,789 - 4,160,915 -4,211,259 -421,435 -281,502 E x p en ditures (3,879,456)(5,097,198)(3,006,310)(2,995,083)(2 ,520 ,940 )(2,303,013 )(2,314,938)(2,302,169) Cash Balance - Ending $1,667,199$1,227,217$2,397,152 $3,552,858$5,192,832 $7,101,078 $5,207,575$3,186,909 TIF Portion 2,222,320 3,446,884 4,021,726 4,581,721 5,624,311 6,932,086 5,002,083 2,948,895 Housing Portion(555,121)(2,219,688)(1,624,573)(1,028,864)(431,479)168,992205,493238,014 Total $1,667,19951,227,217$2,397,152$3,552,858$5,192,832$7,101,078$5,207,575$3,186,909 8,000,000 Tax Increment District #3 6,000000 ::::: 2016 2017 2018 -2jtr 2020 2021 2022 -Actual Actual,--_ Projected _Projected _ProjectedProjected (2,000,000) (4,000,000) Revenues: L] Expenditures: TIE Portion-w-Housing Portion 28 ohij Dveoprnn md Red v&opmnt P'oject Ho. O ru© T cvement Finicng (TF) Dtt1t Ho. 4 0 Kit 0 ,ps 4, :NTFIR AT THE CENTER / £ 8 W+E0 a0375 0075 0.15 I Mile, S 29 TIF DISTRICTS TIF District No.4 ______ TlFProjectBoundary_Line Created by Brooklyn Center Besirress and Development Dept.IGIO Document Path: L:\Users\CorrrDeo\TlFarers\TIF_DISTRICTNo.4.roxd 71!IJTr FUND: Fund 27900 DEPT/DIVISION/ACTIVITY: TIF District #4-46414 PROFILE This fund accounts for all TIF revenues and expenditures for TIF District 44, (Joslyn Environment Clean Up) for the environmental cleanup and public improvements for the Twin Lakes Business Park. The district consists of 29.26 acres which were redeveloped into 3 industrial lots with large industrial buildings for Caribou Coffee, Toro/Baker Furniture, and the former Wickes Furniture Distribution Center. ffi1 '(eJ (I1IJI III] N :1 i ii F N 1 [Iii This District was established in 1999 as a 20 year soils district to assist in certain public improvement costs, including the street connection of Azelia Ave. to 50th Ave. N, and supplementing the environmental investigation and clean-up costs of the Josyin Super Fund Site. The Finance Plan included PAYG Notes (principal amount of $2,424,199 with an annual interest rate of 8%) with 97.5% of the available annual tax increment (after fiscal disparity deductions) allocated to the repayment of the PAYG note and 2.5% available for administrative expenses. The District is scheduled to be decertified on December 31, 2020. The increase in property valuations of these three industrial buildings enabled the PAYG Note to be repaid with the tax increment received in 2016. On February 8, 2016, the EDA approved an administrative budget amendment, consistent with Minnesota Statutes 469.1763, Subdivision 2(d), to the Finance Plan of Tax Increment Financing District No. 4 which enabled the Pooling Tax Increment Funds for Affordable Housing. (EDA Resolution No. 2016-05). The amended budget included the following changes: Site Improvements & Preparation $2,424,199 Pooling for Affordable Housing $1,863,373 Administrative Expenses $ 120,000 Interest $2,145,000 Total Expenditures $6,552,572 Total Revenues $6,552,572 30 The EDA financed the acquisition of a 4.5 acre commercial site on Brooklyn Boulevard with the 2013 Bond Issue which allocated TIF 3 Housing Funds for debt service. In 2016, the development of this site was approved for the Sanctuary of Brooklyn Center, an affordable senior housing development, which met the Statutory requirements for Pooling of TIF 4 funds.. The following illustrates the 2013 Bond payments for this site and the projected TIF 4 Revenue available: 2013 Bond Debt Service TIF 4 Revenue Revised Revenue with Contamination Tax 2016 $245,705 $243,667 $ 96,112 2017 $241,505 $410,266 $309,542 2018 $241,990 $410,266 $309,542 2019 $241,615 $410,266 $309,542 2020 $ 245,235 $410.266 $309.542 2021 $ 242.990 Total $1,459,040 $1,884,731 $1,334,280 The 2016 revisions to the tax increment revenue stream as a result of the application of a contamination tax determination for the former Wickes Furniture lot, causes in TIF 4 to fund all but $175,793 of the 2013 Bond payments. This amount will covered by the TIF 3 Housing Fund. The use of TIF 4 Pooling enables the EDA to use the funds pledged for the 2013 debt service for other eligible Housing activities. DEPARTMENTAL GOALS o Monitor the status of the contamination tax for PID # 10-118-21-0006 (4837 Azelia Ave. N. former Wickes Furniture Site) o Develop funding options for EDA' s consideration which promote and enhance affordable housing opportunities. PERSONNEL LEVELS No personnel are assigned to this activity. CAPITAL OUTLAY None requested. 31 TAX INCREMENT FINANCING (TIF) DISTRICT #4 FUND -27900 SPECIAL REVENUE FUND 2017 2015 2016 September 2017 2018 2019 Object Code! Description Actual Actual YTD Budget Budget Change Budget 46414- TIF DISTRICT #4 REVENUES 4150- TAX INCREMENTS $ 420 ,807 $ 96,112 $ 162,175 $ 437,808 $ 309 ,225 -2937%$ 309 ,225 TOTAL TAXES 420,807 96,112 162,175 437,808 309,225 -29.37%309,225 4603- INTEREST EARNINGS 533 1,089 260 317 317 0.00%317 4605- UNREALIZED INVESTMENT GAIN/LOSS 25 (530)---0.00%- TOTAL INVESTMENT EARNINGS 558 559 260 317 317 0.00%317 TOTAL REVENUES 421,365 96,671 162435 438,125 309,542 -29.35%309,542 EXPENDITURES 6441 -LICENSES, TAXES &FEES -1,134 ---0.00%- 6498- INTERFUND EXPENSE ALLOCATION 4,156 5,780 -6,000 100.00%6,000 TOTAL PROFESSIONAL SERVICES 4,156 6,914 --6,000 100.00%6,000 6510-LAND -1,500,000 - --0.00%- TOTAL CAPITAL OUTLAY -1,500,000 - --0.00%- 6602- OTHER DEBT-PRINCIPAL 635,980 166,599 - 252,713 241,990 .4.24%241,615 TOTAL DEBT SERVICE 635,980 166 ,599 - 252,713 241,990 -4.24%241,615 6482- MISC TRANSFER OUT --- 10,000 10,000 0.00%10,000 TOTAL TRANSFERS OUT --- 10,000 10,000 0.00%10,000 TOTAL BUSINESS UNIT EXPENSES 640,136 1,673,513 - 262,713 257,990 -1.80%257,615 NET CHANGE IN FUND BALANCE $ (218,771)$ (1,576,842) $162,435 $ 175,412 $51,552 -70.61% $51,927 32 • City of Brooklyn Center Decertification Date 12/3112020 Tax Increment District #4 Cash Flows Analysis Revised: 8-7-17 Actual Actual Projected Projected Projected Projected Projected Projected 2015 2016 2017 2018 2019 -2020 2021 2022 Revenues: Tax Increments Interest on Investments Transfers In Total $ 420,807 $ 96,112 $ 309,225 $ 309,225 $ 309,225 $ 309,225 $ - $ - 558 559 317 317 317 317 - - - 1,500,000 - - - - - - 421,365 1,596,671 309,542 309,542 309,542 309,542 - - -1,134 ------ -1,500,000 ------ 635,980 166,599 ------ --281,502 281,502 281,502 281,502 281,502 281,502 4,157 5,780 6,000 6,000 6 ,000 6,000 6,000 6,000 640,137 1,673,513 287,502 287,502 287,502 287,502 287,502 287,502 266,629 251,781 311,053 333,093 355,132 377,172 399,211 111,709 203,924 136,114 ------ 421,365 1,596,671 309,542 309,542 309,542 309,542 -- (640,137)(1,673,513)(287,502)(287,502)(287,502)(287,502)(287,502)(287,502) $ 251,781 $ 311,053 $ 333,093 $ 355,132 $ 377,172 $ 399,211 $ 111,709 $(175,793) 351,274 - CI cnn nnn 1 970 007 CO I 075 onn n 700 007 30 534 706.35 271.98293 Expenditures: Other Services & Charges Capital Outlay PAYGO Transfers Out (TIF#3 lnterfund) Transfers Out (FDA Admin) Total Cash Balance Beginning Change in Accruals Revenues Expenditures Cash Balance Ending PAYGO Balance kIh- TI' 2,000,000 Tax Increment District 4 , 2015 Actual Lfl R1 Ti H J ___ 2016 2017 2018 2019 2020 2021 ... 2022 Actual Projected Projected Projected Projected Projected Projected -(500,000) ________ EITIJ Revenues: E3 Expenditures: . Cash Balance - Ending . -PAYGO Balance G:\Budget\20 1 8 Budget\Cash Flows\2017 Tax Increment Funds Hohiç] Dvellopmn and Rdvopmnt Fojct Ho. 01 and Tam hicement Fnincnj TF) D i st v1OiLJ, Wo. 5 TF DISTRICTS I R AT THECENTER • / / \WE 0 00375 0075 0.75 — +MiI,e 34 TIF District No. 5 Central Commerce District Greeted by: Brooklyn Center Business and Development Dept./GIS Document Path: L:\Users\CuemDeu\TIFsrees\TIFDISTRICT_NO_S.mnxd FUND: Fund - 28800 DEPT/DIVISION/ACTIVITY: TIF District #5-46416 PROFILE This fund accounts for all TIF revenues and expenditures for TIF District #5, a Renewal and Renovation Tax Increment District that was established in 2011 as part of the redevelopment of the Brookdale Mall properties into the Shingle Creek Crossing PUD. The development is anchored by a 181,943 sf. Walmart featuring grocery, pharmacy, retail, and garden center, and includes the following retail/service commercial buildings and/or pad sites: a 38,000 sf. L.A. Fitness; o a 108,208 sf. pad site former Food Court Building which includes junior box retailers (TJ Maxx and Michael's); o twelve retail pad sites comprising 109,034 sf.; • five free standing restaurants pads totaling 23,288 sf.; o a 4,869 sf. Applebee restaurant and a two story 75,000 sf. retain building formerly occupied by Kohl are part of the PUD, but not included in the TIF District. The Shingle Creek PUD plans for a total of 540,342 sf. of commercial/service space within this 65 acre development. The tax increment assistance for this commercial redevelopment was financed through the following: The Tax Increment District 2 Spending Plan, authorized by the 2010 Minnesota Jobs Bill, provided a $2.4 M inter-fund loan to be repaid by future TIF 5 increment. A Pay-As-You-Go promissory note for $2.3 M. The District's Finance Plan also identified the potential of Tax Increment Revenue that could additionally fund $2.3 M of eligible in-district improvements and approximately $1 M for outside of the district capital improvements and/or property acquisitions. The first increment for this District was received in 2014. The first 3 years of tax increment were identified to be distributed as follows: 90% to be applied towards the repayment of the $2.3M Promissory Note (6% annual interest rate); - 10% to reimburse Administrative Costs. Beginning with the fourth year: 60% of increment to be used to pay off the Promissory Note. 10% to reimburse Administrative Costs 35 30% of the increment available for the repayment of the inter-fund and additional EDA approved projects inside and outside of the District. • The additional projects previously considered by the EDA included additional enhancements to the day-lighted portion of Shingle Creek and enhancements to the internal streetscape improvements. • The out of district expenditures the EDA may consider include capital improvements and property acquisitions, such as the Brooklyn Boulevard Corridor, Humboldt Avenue Corridor, or 57th Avenue Corridor, or redevelopment activities within the Opportunity Site.. The District is scheduled to be decertified by December 31, 2029. At such time as the PAYG Note, Inter Fund Loan are satisfied and there are no outstanding liabilities or budget activities that the EDA choses to pursue, the remaining fund balance and any subsequent tax increment revenue received would be considered excess TIF revenue and would be returned to Hennepin County. Hennepin County would then redistribute these tax dollars to the taxing authorities. $'á WA'I p'g DA UJ U In 2016, the 5 Year Rule of the Tax Increment Laws came into effect which restricts the use of Tax Increment Revenue to existing in-district debt obligations with 20% available out-of-district expenditures (which includes Administrative Fees, in-district and out-of-district expenses). The Shingle Creek Crossing Project has 4 retail pad sites (53,100 sf.) and 4 restaurant pad sites (20,800 sf.) to complete the approved PUD plans. In 2017, the 6 Year Rule further restricts the annual use of tax increment to 80% for debt service and Out-of-District expenditures to 20%. The 2016 tax increment capacity identified by Hennepin County for the assessment year 2016 is 386,644 (total net tax capacity of 571,312 minus 184,668 fiscal disparity portion) which is projected to generate a total tax revenue of $608,041 ($573,629 in tax increment and $34,412 in excess taxes/above frozen levy) The following illustrates the budgeted use of funds 95% of projected 2017 revenue $544,948: 80% for Debt Debt Service Debt Service (2016 Bond) Reserve 2017 $435,958 $ 53,514 $382,444 2018 $435,958 $349,983 $85,975 2019 $435,958 $354,483 $71,525 2020 $435,958 $353,833 $72,125 2021 $435,958 $353,033 $72,875 Out-of-District Expenditures $108,990 $108,990 $108,990 $108,990 $108,990 36 80% for Debt Debt Service Debt Service Out-of-District (2016 Bond)Reserve Expenditures 2022 $435,958 $352,010 $ 73,948 $108,990 2023 $435,958 $355,323 $ 70,492 $108,990 2024 $435,958 $373,525 $ 52,300 $108,990 2025 $435,958 $371,825 $ 54,000 $108,990 2026 $435,958 $369,700 $ 56,125 $108,990 2027 $435,958 $371,938 $53,887 $108,990 2028 $435,958 $368,563 $57,262 $108,990 2029 $435,958 $369,563 $ 56.262 $108,990 $1,213,107 $1,416,870 To provide the EDA with options which maximize redevelopment opportunities and strategic investments within and adjacent to the Shingle Creek Crossing Development to promote the successful redevelopment of the former Brookdale Mall properties. PERSONNEL LEVELS No personnel are directly assigned to this activity. CAPITAL OUTLAY None requested. Opportunities for EDA consideration: Acquisitions and Drainage Improvements associated with the Redevelopment of the Kohl's Lot ($300,000 land for storm water improvements, $300,000 PAYG Note to construct storm water improvements, and $300,000 to acquire future building site.) Trail Connection along the perimeter of Sear's lot (1400' to 55' Ave/Xerxes trail connection estimated to be $140,000) 37 TAX INCREMENT FINANCING (TIF) DISTRICT #5 FUND 28000 SPECIAL REVENUE FUND 2017 2015 2016 September 2017 2018 2019 Object Code! Description Actual Actual YTD Budget Budget Change Budget_ 46415 -TIF DISTRICT #5 REVENUES 4150- TAX INCREMENTS $ 353,417 $ 601,065 $ 298,427 $ 498,810 $ 544,948 9.25%$ 544,948 TOTALTAXES 353,417 601,065 298,427 498,810 544,948 9.25%544,948 4603- INTEREST EARNINGS 449 706 3,570 15 3,830 25433.33%3,830 4605- UNREALIZED INVESTMENT GAIN/LOSS 9 (664)---0.00%- TOTAL INVESTMENT EARNINGS 458 42 3,570 15 3,830 25433.33%3,830 4931 - BOND SALES -3,800,000 ---0.00%- 4932- PREMIUM ON BOND SALES -40,873 ---0.00%- TOTAL OTHER FINANCING SOURCES -3,840,873 --- -0.00%- TOTAL REVENUES 353,875 4,441,980 301,997 498,825 548,778 10.01%548,778 EXPENDITURES 6302- ARCH, ENG &PLANNING --13,773 --0.00%- 6303- LEGAL SERVICES 96 -2,905 --0.00%- 6441 - LICENSES, TAXES & FEES 21,007 9,947 2,200 --0.00%- 6449- OTHER CONTRACTUAL SERVICE 781,975 ----0.00%- 6498- INTERFUND EXPENSE ALLOCATION 25,493 46,141 --40,000 100.00%40,000 TOTAL PROFESSIONAL SERVICES 828,571 56,088 18,878 -40,000 100.00%40,000 6601 - BOND PRINCIPAL ----287,929 100.00%295,229 6602- OTHER DEBT-PRINCIPAL 115,088 --320,431 92,798 -71.04%93,726 6611 - BOND INTEREST ----62,054 100.00%59,254 6612- OTHER DEBT-INTEREST 351,824 2,256,052 -128,588 6,964 -94.58%6,036 6621 -BOND ISSUE COSTS -91,232 ---0.00%- TOTAL DEBT SERVICE 466,912 2,347,284 -449,019 449,745 0.16%454,245 6482-MISC TRANSFER OUT ---49,881 --100.00%- TOTAL TRANSFERS OUT ---49,881 --100.00%- TOTAL BUSINESS UNIT EXPENSES 1,295,483 2,403,372 18,878 498,900 489,745 -1.84%494,245 NET CHANGE IN FUND BALANCE $(941,608)$2.038,608$283,119 $ _(75)$59,033 -78810.67% $54,533 38 6) 0 \II o 0 0 E aJ U LH to o 0 0 0 0 0 0 0 0 0 0 8,8 8 8 8 8 00 00 00 00 00 00 00 00 S0 o a'0 0O111C)LIt 0 Cl 0 111 0 LI) 01 60 to '0 01 CO to to 1 1 0 E0 'C 00 Cl" U ii I I F- N 0 a0 U 0 CO 10 (0 to to , 0 'u',''to'' 0 10 II) ' 0 1') to o to CO to 0 010 II) CO 10 N- to 001 to U) 011) to COON. 0 ON to 0 00) 10 toOlO) to o ' LI) CD "1' 0 to U) 004U) U) C') to U) U)ON N 10 10 (U ' to '''I ''C')'' 0 CO to I to to U)to ID to 0 ID U) 10010 CC') U) CLI) to S-COO o to to N to to to to to to' too10 o CD to 0 to II) 010 U) U) CO to to U)toU) a- 10 to -o to N I to ''''''to'' 0 to 0 ' to 10 ID C to to (0 0 CO to CD to U) o 0 U) to 0 10 DI to to 0 0) N toN: < N:N:toto to II) N to 0 0) to0 II) U) 1') to CO CI) to to N 10 10 to ' 0 ''''''0'' 0 0 0 ' 0) 0 0to II) 0 00 N 0)0 to o Otto N N: 0N: " N:N:'010 to o to oat to oo Co o ID to 0 CD 10 00U) U) CO to U)to0)ET 0 09 to ID ' to ''''''0)' U) 0 0 N I to 0 0to to N N to 00 0 N ON 01 to to to O'-_,-'--'- to U) io d ,J6C N: dN:N: a II) N to to CO to LI) CO ID U) II) CO to 0 LI) to 0 69 to to N I II) (I'flIIIU)' 0 0 0 ' U) GIN ' Eto N to U) to to o to o to too to II 0I to I U)OC') -C') 0 to to N: 0 CO U)00 U) 0010 CI) a N to to 'C CO LI) to to0 U) 10 CO 10 0 111100 Cl- 69 to to CO ' ' ' ' ' ' U)to CU) CI) ' U) I IDto 0 U) CO to 0 C') 00 to U) 0)0 U) O 010 to to CO10ICCO ID 000 U), CO '47 4 o N: CD C N CU) 0 0110)) 01 0 to 0 0 to 0 to '0 0 1') 0U) U) CO '0 0 U) too N 101 10 to to , to ''ID'', U) CD D 0 C') CD ' to LOU) ' Nto CD 0) to 10100 N U) CD N to to 010 U) toU)0N to 0 to -or o o dotoo- N: N:,-o N: .60a to to 0 0) to 0 to to 0110 0U) U) CO to 0 U) tom to N 69 10 to to , o to,,' to to o o to ' o E to ' toto 10 to U) to U) 00'0 to to to U) U) O CO to to to to 0 to to to oci. to CD '- toor N: l5N:N:oto N: N:toto at to to to to 0 01 '0 0) ID to alto 0U) U) CO to to to toO) CO N CO U) ' 0) 10111' U) to CO 0 U) CO ' CO U) ' ' toto '1) 0 01 to 010001 00) to ID o 0) 0 0 0 to 0 ID 0 U) 0 0 U) to to 0 to to 0 U) ID N to 0 to 0 CO D 0 CI to to 0 0 to 0) to 0110 0)C U) U) C') to CO LO to CO CO to 69 to 0 ' 0) ''10''' U) CO D 0 U) 0 ' to U) CO ' U) to CO N CO to U) to 0 to 0) N to to at N: 0 10109-011 '0 N:N:0 01 toO) to CD CDNCOOto ID to to' 0) at"to to toOO)toO U) to0 0)to U) U) CO 'C N U) 'C to to .2 to to - to 0 ' 10 ''to''' U) to to 0 U) N ' to U) 0 Ito CO N ID to U) 0) 0 to to N to to U) Otto N 0) toNON to ,to, ID < to too to CD' N:CON:do N 10010 N 01 a ' 'C to 0 0 '0 to 0) to toLl) to2 -a' to to ID U) to N U) N = to 69 to U) ' CO ''to''' ID to 0 to to to ' to EN ' oo to CD 10 00 N to N 1010 to 'C LI) at 0, 0) 0N:to(0to C' 0)COto 0 N to to N CCOU)to to toON 0 0 to a CO to 0) to 0 U) to 0 0 to8 LI .-, C U) U) CO U) ID CD N 010 CO to .11 0 U) to C') 0 to ' U) to I to I 0 to 0 00 to I'Ll ' CO O CI to to N 10 0 to U) C') C to N U) CC 10 N N to o 0 to0I, C') COO to 1201') 10001010 to at Ci ID ,-. 0 '- c6 Cd ,- o 10 0) or to N: 0 to to U) 0 0 to 0 00 to CU) No 0 ID to to to N to CO N00 <to N: o oror to 619 to CI Hat a ,-, 10 (-1 < c o,2 0 0 LI '0 CD ID 6) - atuc at,-,--- 0 '0 .0 too Clu at 2 C - 069 o 0> O8toto"' 0 Ui N0 1010 1100 ,_000 0,_._N6_ c--o=c 10 I0 0 N oto00,a88 01'0U 0 5 >H.Sto a-OONN10NN<H o-o >-> p CI 0 CC It CU <V10 0 0 1< oLising Development and Redevelopment Project No 0 and Tax Increment Financing (TF) District No 6 8 8 pP p p 55 5 8 5 5 5 5 5 AlT1 3 LOCAL STREET 4 INDEX L 6 5 7 OOKL i ATTHE CENTER/ z LU uJ0z U- 6201 6121 LEGEND Project Area Boundary TIflieIriefNIn Pt 61071 3606NGSTA1 3600 6101PARK N pO0,5 I W+E S 40 Created by Brooklyn Ceder E8sirress and Development Dept IGIS Document Path: L :\U ser e\CeecDe8\TIFarraS\TIFDISTRICTJ '0_6 .cpP City of Brooldyn Center 2018 Budget FUND: Fund 27900 DEPT/DIVISION/ACTIVITY: TIF District #6 PROFILE This fund accounts for all TIF revenues and expenditures for TIF District #6, (Sanctuary at Brooklyn Center) an affordable assisted care senior apartment development and the future redevelopment of the 4 adjacent lots, comprising approximately 6.27 acres. On October 26, 2015, the City Council conducted a public hearing on establishing a 25 year Affordable Housing Tax Increment District for a proposed senior project which would enable the use of tax increment generated from this development to fund a $1,500,000 PAYG Note and an additional $300,000 for future land acquisition of two adjacent properties. The City Council adopted a Resolution No. 201563, Approving a Modification to the Redevelopment Plan for Housing Development Redevelopment Project No. 1 and Establishing a Tax Increment Financing Plan for TIF District No. 6 (Affordable Senior Housing). The certification of this District was delayed pending completion of the TIF and PUD development agreements; EDA's purchase agreement/land conveyance process; the developer's finance plan to obtain tax exempt and tax credit financing. These conditions have been met and the certification of Tax Increment District No. 6 is being processed. The first year of Tax Increment has been delayed until 2018. The district is scheduled to be decertified in 2043. The TIF 6 Finance Plan includes the following budget: $2,816,236 Public Utilities, Site Improvements, Preparation Costs and Other eligible improvements; $2,883,872 Pay-As-You-Go (PAYG) Note $ 146,157 Administrative Costs 41 DEPARTMENTAL. GOALS Develop funding strategies and options for the EDA' s consideration which promote and enhance affordable housing opportunities. PERSONNELLEVELS No personnel are assigned to this activity. CAPITAL OUTLAY None requested. 42 TAX INCREMENT FINANCING (TIF) DISTRICT #6 FUND -28100 SPECIAL REVENUE FUND 2017 2015 2016 September 2017 2018 2019 Object Code! Description Actual Actual YTD Budget Budget Change 46416 -TIE DISTRICT #6 REVENUES 4150- TAX INCREMENTS $ -$ - $ - $ -$ - 0.00%$ 132 ,797 TOTAL TAXES -- - -- 0,00%132,797 TOTAL REVENUES -- - -- 0.00%132,797 EXPENDITURES 6499 - INTERFUND EXPENSE ALLOCATION -- - -- 0.00%3 ,320 TOTAL PROFESSIONAL SERVICES -- - -- 0.00%3,320 6602- OTHER DEBT-PRINCIPAL -- - -- 0.00%129 ,477 TOTAL DEBT SERVICE -- - -- 0.00%- 129,477 TOTAL BUSINESS UNIT EXPENSES - --__-0.00%132,797_ NET CHANGE IN FUND BALANCE $-S _-$ _-$ _-$-0.00%$ 12191 nU Fi a CITY GRANTS FUND - 28600 SPECIAL REVENUE FUND 2015 2016 Object Code! Description Actual Actual 28600- CITY INITIATIVES GRANT FUND REVENUES 2017 September 2017 2018 2019 YTD Budget Budget Change Budget 4603- INTEREST EARNINGS $ 2,610 $ 3,624 $ 972 $ 2,771 $ 1,383 -50.09% $ 1,383 4605 - UNREALIZED INVESTMENT GAIN/LOSS 208 (498) - - - - 0.00% - TOTAL INVESTMENT EARNINGS 2,818 3,126 - 972 2,771 1,383 -50.09% 1,383 TOTAL REVENUES 2,818 3,126 972 2,771 1,383 -50.09% 1,383 42185- POLICE GRANTS-MISC REVENUES 4320- MISC FEDERAL GRANTS 4359 - OTHER STATE GRANTS/AID 4362- COUNTY GRANTS/AID TOTAL INTERGOVERNMENTAL 4603- INTEREST EARNINGS TOTAL INVESTMENT EARNINGS TOTAL REVENUES 38,230 30,868 12,526 24,490 31,665 29.30% 70,596 23,516 11,522 23,516 23,043 -2.01% 32,159 20,000 12,206 20,000 20,000 0.00% 140,985 74,384 36,254 68,006 74,708 9.86% -----0.00% -----0.00% 140,985 74 ,384 36,254 68,006 74,708 9.86% 34,606 35,926 17,808 38,006 33,852 -10.93% 6,926 7,807 6,789 10,000 8,261 -17.39% 7,595 6,989 18,004 8,300 6,940 -16.39% 1,642 1,907 1,102 -1,780 100.00% 1,122 1,265 1,100 -1,338 100.00% 1,359 2,129 1,506 -2,144 100.00% 408 607 456 -472 100.00% 7,576 2,594 2,408 -4,140 100.00% 356 484 375 -481 100.00% 61,590 59,708 49,548 56,306 59,408 5.51% 7,569 1,168 --700 100.00% 5,507 8,472 4,631 4,000 11,000 175.00% 13,076 9,640 4,631 4,000 11,700 192.50% 6,595 3,615 2,431 6,700 3,600 -46.27% ---1,000 --100.00% 6,595 3,615 2,431 7,700 3,600 -53.25% -1,422 ---0.00% -1,422 ---0.00% -91,275 ---0.00% -91,275 ---0.00% 81,261 165,660 56,610 68,006 74,708 9.86% EXPENDITURES 6101 - WAGES & SALARIES-FT EMPLOYEES 6102- OVERTIME-FT EMPLOYEES 6103- WAGES-PART TIME EMPLOYEES 6122- PERA COORDINATED PLAN 6123- PERA POLICE & FIRE PLAN 6125- FICA - SOCIAL SECURITY 6126- FICA - MEDICARE 6131 - CAFETERIA PLAN CONTRIBUTIONS 6151 - WORKER'S COMP INSURANCE TOTAL PERSONAL SERVICES 6214- CLOTHING & PERSONAL EQUIPMENT 6219- GENERAL OPERATING SUPPLIES TOTAL SUPPLIES 6432- CONFERENCES AND SCHOOLS 6433- MEETING EXPENSES TOTAL PROFESSIONAL SERVICES 6461 - FUEL CHARGES TOTAL CENTRAL GARAGE CHARGES 6482- MISC TRANSFER OUT TOTAL TRANSFERS OUT TOTAL BUSINESS UNIT EXPENSES 45 2017 2015 2016 September 2017 2018 2019 Object Code/ DescriptionTU-TO Actual Actual YTD ._5LBudget Change Budget_. 42187 REVENUES121 4359-OTHER STATE GRANTS/AID 66,434 85,465 57,721 111,431,779 9.29% - TOTAL INTERGOVERNMENTAL 66,434 85,465 57,721 - 111431 121,779 9.29% TOTAL REVENUES 66,434 85,465 57,721 111,431 121,779 9.29% - EXPENDITURES6101 -WAGES & SALARIES-FT EMPLOYEES 68,976 53,925 37,282 80,798 82,046 1.54% - 6102.OVERTIMEFTEMPL0YEES 3,222 1,472 3,586 - - 0.00% - 6123PERAPOLICE&FIREPLAN 12,256 10,176 6,621 13,089 13,073 -0.12% - 1,126FICA-MEDICARE 965 556 1,172 1,239 5.72% 6126 - 6131 - CAFETERIA PLAN CONTRIBUTIONS 12,388 12,257 9,688 13,488 15,747 16.75% - 6151 -WORKER'S COMP INSURANCE 3,091 3,171 1,985 2,884 4,074 41.26% TOTAL PERSONAL SERVICES 101,059 81,966 59,718 111,431 116,179 4.26% - 6214- CLOTHING & PERSONAL EQUIPMENT 155 - - - - 0.00% - 6219- GENERAL OPERATING SUPPLIES - 3,500 2,810 - 5,100 100.00% - 6432 CONFERENCES AND SCHOO - 1 - 100.00% - TOTAL SUPPLIES 155 3,500 2,811 5,600 100.00% 674 - 0.00% 6321 TELEPHONE/PAGERS - - - - 6321 -TELEPHONE/PAGERS - - 674 0.00%- TOTAL PROFESSIONAL SERVICES - - 74_ - 0.00% - 6545 OTHER EQUIPMENT 16,486 __________ _________ - 0.00% - 0.00% TOTAL CAPITAL OUTLAY 1 6,486 TOTAL BUSINESS UNIT EXPENSES 117,700 85,466 63,203 111,431 121,779 9.29% 42215 FIRE GRANTS EXPENDITU RES 6214CLOTHING&PERSONALEQUIPMT $ - $ - $ 1,71 - - 0.00% $ 7 $ $ - TOTAL SUPPLIES - 1,717 0.00% - 6305- MEDICAL SERVICES - - 3,796 0.00% - - - 6351 - PRINTING - - 486 0.00% - - - 0.00% 6432 CONFERENCES AND SCHOOLS - - 1,525 - - - TOTAL PROFESSIONAL SERVICES - - 5,807 - - 0.00% - - -0.00% - 1,120 805- 0.00% - - 1,120 805 - - - 0.00% - - 71 134 - - 0.00% - 71 - - - 0.00% - 445 359 - 445 359 - 0.00% - 516 493 - - 0.00% - 35,949 39,820 271007 36,000 36,000 0.00% 36,000 35,949 39,820 27,007 369000 36,000 0.00% 36,000 - - - - - 0.00% - - - - - - 0.00% - 35,949 39.820 27,007 36,000 36,000 12,228 38,248 7,396 - 10,000100.00% 10,000 - 92 - - - 0.00% - - 4,498 - -- 0.00% - 12,228 42,838 7,396 - 10,000 100.00% 10,000 - 27,200 275,269 - - 0.00% - - 27,200 275,269 - - 0.00% - 12,228 70,038 282,665 - 10,000 100.00% 10,000 TOTAL BUSINESS UNIT EXPENSES 42412- CFMH CLASSES REVENUES 4492- SPECIAL EVENTS TOTAL REVENUES EXPENDITURES6219- GENERAL OPERATING SUPPLIES TOTAL SUPPLIES 6433- MEETING EXPENSES TOTAL PROFESSIONAL SERVICES TOTAL BUSINESS UNIT EXPENSES 45015- NW CABLE COMMUNICATIONS GRANT REVENUES 4373- OTHER GRANTS/AID TOTAL INTERGOVERNMENTAL 4603-INTEREST EARNINGS TOTAL INVESTMENT EARNINGS TOTAL REVENUES 6307 - PROFESSIONAL SERVICES 6342- LEGAL NOTICES 6441 - LICENSES, TAXES & FEES TOTAL PROFESSIONAL SERVICES 6540- EQUIPMENT & MACHINERY TOTAL CAPITAL OUTLAY TOTAL BUSINESS UNIT EXPENSES 46 Object Code/ Description 2015 Actual 2016 Actual 2017 September YTD 2017 Budget 2018 Budget Change 2019 Budget 45020 RECREATION GRANTS REVENUES 4373 - OTHER GRANTS/AID 20,000 ----0.00% 4473-CHILDREN RECREATION PROGRAMS 1,200 1,293 285 1,350 1,350 0.00%1,35C 4492-SPECIAL EVENTS 5,752 10,215 11,736 9,300 10,000 7.53%10,000 TOTAL CHARGES FOR SERVICES 26,952 11,508 12,021 10,650 11,350 6.57%11,350 4603- INTEREST EARNINGS -----0.00%- TOTAL INVESTMENT EARNINGS -----0.00%- 4612- DONATIONS & CONTRIBUTIONS 31,078 24,705 51,095 22,400 21,900 -2.23%19,400 4921 - REFUNDS & REIMBURSEMENTS 2,102 22,302 136 13,465 2,500 -81.43%2,500 TOTAL MISCELLANEOUS 33,180 47,007 51,231 35,865 24,400 -31.97%21,900 TOTAL REVENUES 60,132 58,515 63,252 46,515 35,750 -23.14%33,250 EXPENDITURES 6103- WAGES-PART TIME EMPLOYEES 10,420 9,928 4,543 12,500 12,600 0.80%12,700 6122- PERA COORDINATED PLAN 432 382 114 558 945 69.35%953 6125- FICA - SOCIAL SECURITY 646 616 282 716 781 9.08%787 6126- FICA - MEDICARE 151 144 66 167 183 9.58%184 6151 -WORKER'S COMP INSURANCE 172 286 127 165 346 109.70%349 TOTAL PERSONAL SERVICES 11,821 11,356 5,132 14,106 14,855 5.31%14,973 6219- GENERAL OPERATING SUPPLIES 14,493 17,297 16,084 20,400 21,600 5.88%21,700 TOTAL SUPPLIES 14,493 17,297 16,084 20,400 21,600 5.88%21,700 6307- PROFESSIONAL SERVICES 275 800 ---0.00%- 6322- POSTAGE (461)---500 100.00%500 6339- OTHER TRANSPORTATION EXPENSE -279 -675 500 -25.93%500 6349- OTHER ADVERTISING 1,867 --2,100 --100.00%- 6369- OTHER I NSU RANCE ---1,750 --100.00%- 6431 - SPECIAL EVENTS 5,500 ---7,500 100.00%7,500 6449- OTHER CONTRACTUAL SERVICE 3,508 18,538 15,979 18,475 20,600 11.50%20,700 TOTAL PROFESSIONAL SERVICES 10,689 19,617 15,979 23,000 29,100 26.52%29,200 TOTAL BUSINESS UNIT EXPENSES 37,003 48,270 37,195 57,506 65,555 14.00% 65,873 47 iiritAi*JJIiIS 48 City of Brooklyn CenterCENTER 2018 Budget Internal Service Funds SummaryI1 THE'EITER / \ 70100 Central Garage Total Revenues Property taxes $ -$ Tax increments - Lodging taxes Franchise fees - Licenses and permits - Intergovernmental Charges for goods and services 1,810,517 1,810,517 Special assessments - Fines and forfeitures - Investment earnings 49,307 49,307 Miscellaneous -- Total Revenues 1,859,824 1,859,824 Expenditures General government - Public safety - - Public works - Parks and recreation - - Economic development - Capital outlay 1,393,500 1,393,500 Debt service - - Nondepartmental - - Enterprise operations - - Utility operations - - Internal service operations 1,945,026 1,945,026 Total Expenditures/Expenses 3,338,526 3,338,526 49 2018 Brooklyn DepartmentIBudgetNarrative Department Name: Public Works Central Garage Department Mission: The mission of the Brooklyn Center Central Garage is to provide efficient centralized management of fuel, preventive maintenance, repair and replacement of the city equipment fleet, effectively serving the needs of all departmental customers. Department Description: The Central Garage provides fuel, scheduled and emergency repairs and maintenance for 142 pieces of capital equipment, 12 pieces of specialized equipment and 104 pieces of small equipment that make up the city fleet. The equipment is comprised of pieces from all departments and includes: fire trucks, police squad cars, dump trucks, loaders, tractors, pickups, staff cars, mowers, trailers, chain saws, pumps, generators and other miscellaneous equipment. The Central Garage administers the funding, replacement schedule and disposal of equipment in the fleet. The Central Garage coordinates vehicle turnover by determining and charging departments appropriate monthly amounts to ensure that vehicle replacement funds are available when vehicles are ready for replacement. On an annual basis, replacement costs, useful lives and salvage values must be individually determined for the entire fleet to calculate monthly replacement charges. Key Initiatives focused on the achievement of strategic priorities/value propositions Financial Stability Improve cost controls through improved analysis and reporting In 2018 we will improve and promote inclusive reviews of monthly departmental reporting with individual departments. Best practice reviews to identify better methods of efficiency improvement In 2018 we will continue to improve and implement equipment replacement tracking methodology. Staffing Levels Positions o Crew Leader/Mechanic o Mechanic o Night Service Person o Administrative Technician FTEs 2017 2018 2019 1 1 1 2 2 2 50 Strategic Functions/Division(s): o Perform routine and scheduled preventative maintenance on all fleet equipment. o Determine and maintain appropriate fund balances for scheduled replacement of fleet equipment. o Purchase new equipment and dispose of old equipment per established schedule. o Provide departmental users with detailed monthly billing documenting fuel usage, repairs, and fixed charges. Annual Goal and Strategies: 1. Achieve maximum equipment life through preventative maintenance strategies. a.Implement asset management system to ensure on-time maintenance actions. b.Monitor equipment repair frequency to minimize downtime. C. Develop and refine task code system to define maintenance actions. 2. Implement effective financial practices to provide required equipment funding. a.Conduct annual review and update of equipment replacement costs. b.Use cooperative purchasing contracts to manage cost control. C. Manage auction process to maximize return on equipment disposal. 3. Optimize fleet software program to manage equipment asset data. a.Provide detailed monthly cost reports for departmental users. b.Monitor equipment efficiency and cost of ownership. C. Evaluate equipment utilization. Annual Operating Goal Performance Measures: Performance Objectives Description of Performance Measure Performance Levels Actual Value Target Value Number of annual DOT Commercial Vehicle Insp.21 27 Maintain fuel inventory (Fuel sold vs. fuel on hand)0.007%<1.0% deviation Fuel cost control charged to customers (volatility 5%<5% increase factor) Maintain average fuel purchase cost - actual vs.$1 .65/gal ($2.40/gal)<or = $2.52/gal (budget estimate) Number of work orders completed per year - Repair 1174 <1300 - Scheduled preventive maintenance, checks 336 Between 300 and 400 and services Mechanics billable time (2 mechanics plus night 57.94%> or = 75% service p erson **) *2016 data **Bill abl e time for 2016 was low due to work being done on the vehicle lifts 2 and 3. 51 Capital Outlay and Other Initiatfives with Significant Budget Impact > The following equipment is scheduled for replacement in 2018 and 2019. REPLACEMENT MAKE/MODEL DEPT CITY ID YEAR COST - Net Trade Fire Pick-up Truck Fire Ford Explorer Sterling LT9500 tandem Champion 736A iwo Sterling Tandem Ford F-150 w/arrow board Trackless sidewalk plow Tanker/FlusherTrUCk Ford P1 Utility - unmarked Ford P1 Utility Ford P1 Utility Ford Fusion Dodge Van Ford Fusion Generator Kato Light 225kw Ford Escape Ford Escape Vehicle Lift 3 Fire Fire Street Street Street Street Street Parks Police Police Police Police Police Police Water Building Code Enforce Central New New 0011 0012 0047 0066 0253 0325 0336 0338 0344 0349 0384 0610 0707 0708 2018 2018 2018 2018 New 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 2018 $33,000 $33,000 $201,000 $210,000 $30,000 $115,000 $145,000 $34,500 $34,500 $34,500 $22,000 $22,500 $22,000 $95,000 $20,500 $21,000 $160,000 Garage TOTAL CAPITAL OUTLAY REQUEST FOR 2018 $1,233,500 Freightliner Salvage Hypac Roller Sterling L8500 Paint Striper Air Compressor Ford Fusion Ford F350 Ford Fusion Ford SUV Interceptor Ford P1 Utility Smart Trailer Ford Fusion Freightliner-Jet Godwin Trash Pump Ford F-1 50 Fire Street Street Street Street Street Parks Police Police Police Police Police Sewer Sewer Building 0001 0017 0042 0046 0051 0057 0206 0300 0323 0337 0356 0383 0604 0612 0701 2019 $329,000 2019 $37,800 2019 $182,000 2019 $81,500 2019 $28,500 2019 $20,500 2019 $44,500 2019 $22,000 2019 $34,500 2019 $34,500 2019 $17,000 2019 $22,000 2019 $198,000 2019 $41,000 2019 $24,000 TOTAL CAPITAL OUTLAY REQUEST FOR 2019 $1,117,600 52 CENTRAL GARAGE FUND 70100 INTERNAL SERVICE FUND 2017 2015 2016 September 2017 2018 2019Object Code! Description Actual Actual YTD Budget Budget Change Budget49951 - CENTRAL GARAGE OPERATIONS OPERATING REVENUES 4862- FUEL SALES-INTERNAL $ 202,610 $ 146,238 $ 111,643 $ 219,924 $218,827 -0.50%$ 225,3934862.1- FUEL SALES-EXTERNAL 82,608 77,013 47,323 83,072 123,893 49.14%127,6104863 - REPLACEMENT CHARGES 799,392 840,532 596,064 864,820 898,772 3.93%925,7364864- OVERHEAD CHARGES 201,549 233,940 125,276 186,092 169,025 -9.17%174,0944865- REPAIR/MAINT CHARGES 348,186 307,591 277,596 418,000 400,000 -4.31%412,000TOTAL SALES AND USER FEES 1,634,345 1,605,314 1,157,902 1,771,908 1,810,517 218%1,864,833 TOTAL OPERATING REVENUES 1,634,345 1,605,314 1,157,902 1,771,908 1,810,517 2.18%1,864,833 OPERATING EXPENSES 6101 - WAGES & SALARIES-FT EMPLOYEES 251,402 253,247 195,258 287,734 298,891 3.88%304,8696102- OVERTIME-FT EMPLOYEES 319 449 -400 400 0.00%4006111 -SEVERANCE PAY 1,544 1,389 ---0.00%-6122- PERA COORDINATED PLAN 18,879 19,027 14,644 21,579 22,416 3.88%22,8956125- FICA - SOCIAL SECURITY 15,041 14,303 11,351 17,840 18,531 3.87%18,9286126- FICA- MEDICARE 3,518 3,345 2,655 4,171 4,334 3.91%4,4266131 - CAFETERIA PLAN CONTRIBUTIONS 63,540 62,546 47,874 67,440 71,485 6.00%75,7506151 -WORKER'S COMP INSURANCE 10,020 9,311 6,671 10,114 9,789 -3.21%10,000TOTAL PERSONAL SERVICES 364,263 363,617 278,453 409,278 425,846 4.05%437,268 6201 - OFFICE SUPPLIES 270 434 495 415 415 0.00%4306203- BOOKS/REFERENCE MATERIALS 26 -480 200 200 0.00%2006212- MOTOR FUELS 284,247 220,745 167,309 283,980 342,720 20.68%353,0026213- LUBRICANTS & ADDITIVES 12,806 13,736 7,014 17,500 17,500 0.00%17,5006215- SHOP MATERIALS 5,461 8,231 5,731 8,250 8,250 0.00%8,2506217- SAFETY SUPPLIES 781 512 444 720 1,320 83.33%1,3206218- WELDING SUPPLIES 5,501 4,923 3,441 4,870 4,870 0.00%4,8706219- GENERAL OPERATING SUPPLIES 1,103 960 1,213 1,450 1,450 0.00%1,4506221- MOTOR VEHICLES 74,206 88,588 60,791 82,400 85,000 3.16%87,5506222-TIRES 15,481 17,479 11,611 19,100 19,100 0.00%19,1006227- PAINT SUPPLIES -98 49 210 210 0.00%2106239- OTHER REPAIR & MAINT SUPPLIES 585 714 1,486 570 600 5.26%6006241 -SMALL TOOLS 1,760 3,245 455 3,900 3,900 0.00%3,9006242- MINOR EQUIPMENT 824 3,658 17,836 19,400 15,700 -19.07%5,0006243- MINOR COMPUTER EQUIPMENT 2,035 ----0.00%-TOTAL SUPPLIES 405,086 363,323 278,355 442,965 501,235 13.15%503,382 6307- PROFESSIONAL SERVICES 2,105 23,367 1,838 2,500 2,500 0.00%2,5006321 - TELEPHONE/PAGERS 207 184 145 265 675 154.72%6756323- RADIO COMMUNICATIONS 620 1,080 457 600 600 0.00%6006331 -TRAVEL EXPENSE/MILEAGE -43 ---0.00%-6333- FREIGHT/DRAYAGE 305 169 -620 620 0.00%6206351-PRINTING 113 244 89 340 340 0.00%3406401 - MOTOR VEHICLE SERVICES 65,801 37,971 70,158 67,000 67,000 0.00%67,0006402- EQUIPMENT SERVICES 4,988 6,610 2,468 5,950 5,950 0.00%5,9506406- MULTI-FUNCTION MTNCE 861 836 458 875 900 2.86%-6417- UNIFORMS 5,350 2,058 1,234 2,500 2,500 0.00%2,5006421 - SOFTWARE LICENSE ---490 --100.00%-6422- SOFTWARE MAINT 5,752 6,460 6,738 6,700 6,900 2.99%-6423- LOGIS CHARGES 4,279 4,988 3,147 5,121 5,258 2.68%5,4416432- CONFERENCES AND SCHOOLS 1,629 899 1,295 1,900 2,500 31.58%2,5006433- MEETING EXPENSES 35 36 -100 100 0.00%1006434- DUES & SUBSCRIPTIONS 344 389 448 150 150 0.00%1506441 - LICENSES, TAXES & FEES 684 5,839 1,260 1,100 2,200 100.00%1,1006447-TOWING CHARGES 1,409 540 430 1,300 1,300 0.00%1,3006449- OTHER CONTRACTUAL SERVICE 1,670 33,585 2,593 1,620 1,620 0.00%1,620TOTAL SERVICES & OTHER CHARGES 96,152 125,298 92,758 99,131 101,113 2.00%92,396 6363- MOTOR VEHICLE INSURANCE 42,527 51,777 19,201 47,434 40,705 -14.19%43,1476367- EQUIPMENT (INLAND MARINE)14,166 16,377 3,540 13,637 7,505 -44.97%7,955TOTAL INSURANCE 56,693 68,154 22,741 61,071 48,210 -21.06%51,102 6388- HAZARDOUS WASTE DISPOSAL 895 335 255 1,300 1,500 15.38%1,500TOTAL UTILITIES 895 335 255 1,300 1,500 15.38%1,500 53 2015 2016 Object Code / Description Actual Actual 2017 September 2017 2018 2019 YTD Bud g e t 130 905 822 -9.17% 847 117 - - 0.00% 247 905 822 - -9.17% 847 1,766 --160,000 160,000 0.00%- 17,860 2 1 414 - 1,743 - 504,542 -1,254,000 - 1,233,500 0.00% -1.63% - 1,117,600 22,040 1,743 504,542 1,414,000 1,393,500 -1.45%1,117,600 761,629 824,158 1,486 834,186 866,300 3.85%920,566 761,629 824,158 1,486 834,186 -866,300 3.85%920,566 1,707,656 1,747,208 1,178,837 3,262,836 3,338,526 2.32%3,124,661 1 94 5 8 009 %828 6461 - FUEL CHARGES 6463- REPAIR & MAINT CHARGES TOTAL CENTRAL GARAGE CHARGES 6540- EQUIPMENT & MACHINERY 6545- OTHER EQUIPMENT 6550- MOTOR VEHICLES TOTAL CAPITAL OUTLAY 6494- DEPRECIATION EXPENSE TOTAL DEPRECIATION TOTAL OPERATING EXPENSES OPERATING INCOME 898 580 580 NONOPERATING REVENUES 33,986 47,433 39,340 30,540 49,307 61.45%49,307 4603- INTEREST EARNINGS 4605- UNREALIZED INVESTMENT GAIN/LOSS 2,421 (7,816)-- 30,540 - 49,307 0.00% 61.45% - 49,307 TOTAL INVESTMENT EARNINGS 36,407 39,617 39,340 4606- OTHER REVENUE 732 1,637 333 -- - 0.00% 0.00% - - 4612 DONATIONS &CONTRIBUTIONS -10,000 --0.00%- 4911 -SALE OF PROPERTY 24,702 3,098 - 57,765 6,102 38,017 - - - -0.00%- 4919- GAIN ON FIXED ASSET DISPOSAL -0.00%- 4921 - REFUNDS & REIMBURSEMENTS 39,389 8,048 10,420 -0.00%- TOTAL MISCELLANEOUS 67,921 77,450 54,872 -- 4915- TRANSFERS IN 7,389 111,717 7,536 124,603 - 94,212 - 30,540 - 49,307 0.00% 61.45% - 49,307 TOTAL NONOPERATING REVENUES NONOPERATING EXPENSES 6496-LOSS ON FIXED ASSET DISPOSAL 18,175 27,988 --- 42,314 0.00% -2.15% - 42,314 6471 ADMINISTRATIVE SERVICE TRANSFER 41,464 41,464 32,432 32,432 43,242 43,242 42,314 -2.15%41,4 TOTAL NONOPERATING EXPENSES 59,639 69,452 NET CHANGE IN FUND BALANCE $(21,1 $ (86,743) $40,845 $ (1,503,630)$ (1,521,016)1.16%$ (1,25283L 54 10 NNCONNC0O(0 C) (0(0(00-o0 N C)(00 N 6) 0) '0 (1) N- (0 00N- NNNNO Ili N N-000 (Q 0) N(cU) t0 0) No)N Cl (0 N 0 N 0 -0) 0) N N N- N N CC) N 0CO N 0) 0) N 630 -'C 0) U)CO NN'(0 N-O)(0 N N 0) N N CO Cl 69 69 0)11) N 0) N N (U) (00 N N U) N 0)o N NNN 0 NO N N (0 00 0N(00100(0 N 0 (0 (001Cl) 006)0 t occ 0)CO NNN 0 CO CO N N N 00 0) N N (0 N N 0 0 0((C N 0 N N 630 N N (0 69(0 NNO N CONNO) 0) N NO)01 63 69 CCC (0 N C) N N CO (0 0 N N CO No ci OC N NNN V N 0 N N (00N CC0- -CQ 0NNN(0 N V CO 0IC) 0N1)0)N cc N N N U) C9(ONNNO(OO)N CO N N (0 N CO CO 100)00N 0) N N N N-N 0)N NOON.NC-- NO N N N N N N Cl 49 (0 0) N - 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IMPROVEMENT BONDS, 2013-B FUND - 31600 DEBT SERVICE FUND 2017 2015 2016 September 2017 2018 Object Coode / Description Actual Actual YTD Budqet _Budget_ Change 475^6 - 2013B-GO IMPROVEMENT BONDS REVENUES 391461 $ 396,739 1.35% 4101 CURRENT AD VALOREM TAXES $ 3838 , oo'+,00 -- 4120 - DELINQUENT AD VALOREM TAXES 848 2,123 1 ,062 - - 0.00% 41S4 PENALTIES &INTDELINQTAX (71) (320) (78) _____ - 0.00% TOTAL TAXES 389,705 386,621 2,621 391,461 396,739 4601 - SPECIAL ASSESSMENTS 354,081 320,919 139,458 239,614 214,347 -I TOTAL SPECIAL ASSESSMENTS 354,081 320,919 139,458 239,614 214347 -10.54% 4603- INTEREST EARNINGS 1,387 4,309 3,086 5,571 2,976 -46.58% 4SOS UNREALIZED INVESTMENT G AIN/L OS S 190 LZS - - 0.00% TOTAL INVESTMENT EARNINGS 1,577 2,634 3,086 5,571 2,976 -46.58% TOTAL REVENUES 745,363 710,174 575,165 636,646 614,062 -3.55% EXPENDITURES 6601 - BOND PRINCIPAL 805,000 515,000 520,000 520,000 520,000 0.00% 6611 - BOND INTEREST 135,525 115,725 100,200 100,200 84,600 -15.57% 6621 - PAYING AGENT/OTHER FEES 21888 1,923 2,220 1,500 1,500 0.00% TOTAL DEBT SERVICE 943,413 632,648 622,420 621,700 606,100 72.51% TOTAL BUSINESS UNIT EXPENSES 943,4 1 3 632 ,648 62 2,420 621 .700 606 ,100 NET CHANGE IN FUND BALANCE (1 9%05 77,1 j!rzL 162. 462$. 58 G.O. IMPROVEMENT BONDS, 2015-A FUND -31700 DEBT SERVICE FUND 2017 2015 2016 September 2017 2018Object Code! Description Actual Actual YTD Budget Budget Change47527- 2015A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENTADVALOREMTA)<ES $ - $ 246,071 $ - $ 246,070 $ 250 ,961 1.99%TOTALTAXES - 246,071 - 246,070 250,961 1.99% 4601 -SPECIAL ASSESSMENTS 438,266 224 ,445 119,655 162,357 151,674 -6.58%TOTAL SPECIAL ASSESSMENTS 438,266 224,445 119,655 162,357 151,674 -6.58% 4603- INTEREST EARNINGS 1,204 548 644 2,933 - -100.00%4605- UNREALIZED INVESTMENT GAIN/LOSS -(297)--- 0.00%TOTAL INVESTMENT EARNINGS 1,204 251 644 2,933 - -100.00% TOTAL REVENUES EXPENDITURES 6601 - BOND PRINCIPAL 6611 - BOND INTEREST 6621 - PAYING AGENT/OTHER FEES TOTAL DEBT SERVICE 6482- MISC TRANSFER OUT TOTAL TRANSFERS TOTAL BUSINESS UNIT EXPENSES NET CHANGE IN FUND BALANCE 439,470 470,767 120,299 411,360 402,635 -2.12% - - 332,497 332,497 325,978 -1.96% - 77,213 69,441 69,441 62,857 -9.48% - 1,750 1,220 1,500 1,500 0.00% 78,963 403,158 403,438 390,335 -3.25% - 407,569 - - - 0.00% - 407,569 - - - - 0.00% - 486,532 403,158 403,438 390,335 -3.25% $ 439,470 $ (15,765) $ (282,859) $ 7,922 12.300 5516% 59 Object Code / Description G.O. IMPROVEMENT BONDS, 2016-A FUND 31800 DEBT SERVICE FUND 2017 2015 2016 September Actual Actual YTD 2017 Budget 2018 Budget Change 47528 - 2016A-GO IMPROVEMENT BONDS REVENUES 4101 -CURRENT AD VALOREM TAXES $ - $ - $ - $212,436 $ 213,948 0.71% TOTAL TAXES - - -212,436 213,948 0.71% TOTAL REVENUES - -212,436 213,948 0.71% EXPENDITURES -155,000 100.00%6601 - BOND PRINCIPAL -- -- 29,120 29,120 34,850 19.68%6611 - BOND INTEREST --1,500 1,500 0.00%6621 - PAYING AGENT/OTHER FEES - - - 29,120 30,620 191,350 524.92%TOTAL DEBT SERVICE - TOTAL BUSINESS UNIT EXPENSES - - 29,120 30,620 191,350 524.92% NET CHANGE IN FUND BALANCE $ - $ - $ (29,120) $181,816 $ 22,598 -87.57% 60 Object Code I Description G.O. IMPROVEMENT BONDS, 2017-A FUND - 31900 DEBT SERVICE FUND 2017 2015 2016 September 2017 Actual Actual YTD Budget 2012 Budget Change 47529- 2017A-GO IMPROVEMENT BONDS REVENUES 4101 -CURRENT AD VALOREM TAXES $ - $ - $ - $- $ 280 ,962 10000% TOTAL TAXES - - - -280,962 100.00% 4601 -SPECIAL ASSESSMENTS - - 116,854 - 128,701 100.00% TOTAL SPECIAL ASSESSMENTS - - 116,854 - 128,701 100.00% 4603- INTEREST EARNINGS - -. 351 - 189 100.00% TOTAL INVESTMENT EARNINGS - - 351 - 189 100.00% TOTAL REVENUES - - 117,205 - 409,852 100.00% EXPENDITURES 6601 - BOND PRINCIPAL - - -- -0.00% 6611 - BOND INTEREST - - -- 122,280 100.00% 6621 - PAYING AGENT/OTHER FEES - - -- 1,500 100.00% TOTAL DEBT SERVICE - - -- 123,780 100.00% TOTAL BUSINESS UNIT EXPENSES - - -- 123,780 100.00% NET CHANGE IN FUND BALANCE $ - $ - $ 117,205 $- $ 286,072 100.00% 61 Object Code! Description G.O. TAX INCREMENT BONDS, 2016-C FUND 37200 DEBT SERVICE FUND 2017 2015 2016 September 2017 Actual Actual 'TD Budget 2018 Budget Change 47618- 2016C-GO TIF BONDS REVENUES - 304658 100.00%4915.5- TRANSFERS IN FROM TIF 45 FUND - - -- 304 ,658 100.00%TOTAL TRANSFERS IN -- - 304,658 100.00%TOTAL REVENUES - - _________ EXPENDITURES - 270,000 100,00%6601 - BOND PRINCIPAL -- -- 23,208 - 33,158 100.00% 6611 - BOND INTEREST -- 1,500 100.00%6621 - PAYING AGENT/OTHER FEES -- -23,208 - 304,658 100.00%TOTAL DEBT SERVICE TOTAL BUSINESS UNIT EXPENSES - - 23,208 - 304,658 100.00% NET CHANGE IN FUND BALANCE $- $ - $ (23,208) $- $ -0,00% 62 Object Code I Description G.O. TAX INCREMENT BONDS, 2016-B FUND 37300 DEBT SERVICE FUND 2017 2015 2016 September 2017 Actual Actual YTD Budget 2018 Budget Change 47617- 2016B-GO TIF BONDS REVENUES 4915.5- TRANSFERS IN FROM TIE #5 FUND - - - -48 ,325 100.00% TOTAL TRANSFERS IN - - - -48,325 100.00% TOTAL REVENUES - - - -48,325 100.00% EXPENDITURES 6611 - BOND INTEREST - - 30,306 -46,825 100.00% 6621 - PAYING AGENT/OTHER FEES - - - -1,500 100.00% TOTAL DEBT SERVICE - - 30,306 -48 ,325 100.00% TOTAL BUSINESS UNIT EXPENSES - - 30,306 -48,325 100.00% NET CHANGE IN FUND BALANCE - $- $ (30,306) $ -$ -0.000/. 63 G.O. TAX INCREMENT BONDS, 2015-8 FUND - 37400 DEBT SERVICE FUND 2017 2015 2016 September 2017 2018 object Code / Description Actual Actual YTD Budget Budget Change 47616- 2015BOIF BONDS REVENUES0__________ 4931 -BOND SALES $ 111 ,100 $ - $ - $ - - 00%$ 0.00% TOTAL OTHER FINANCING SOURCES 111,100 4915.5-TRANSFERS IN FROM TIF #3 FUND - 100,500 -1745950 1,745,950 1,738,250 1,738,250 -0.44% -0.44% TOTAL TRANSFERS IN - 100,500 - TOTAL REVENUES 111,100 100,500 -1,745,950 1,738,250 -0.44% EXPENDITURES 1,570,000 1,570,000 1,610,000 2.55% 6601 - BOND PRINCIPAL - - - 210,100 174,450 174,450 126,750 -27.34% 6611 - BOND INTEREST 450 450 1,500 1,500 0.00% 6621- PAYING AGENT/OTHER FEES - 210,550 1,744,900 1,745,950 1,738,250 - -0.44% TOTAL DEBT SERVICE TOTAL BUSINESS UNIT EXPENSES - 210,550 1,744,900 1,745,950 1,738,250 -0.44% NETCHANGEINFUNDBANCE L.iii,iOO$(11O°SO)Lji244 0pL $ --0.00% 64 G.O. TAX INCREMENT BONDS, 2013-A FUND 37500 DEBT SERVICE FUND 2017 2015 2016 September 2017 2018Object Code / Description Actual Actual YTD Budget Budget Change47610 2013A-GO TIF BONDS REVENUES 4915.5- TRANSFERS IN FROM TIF #3 FUND $ 427,138 $432,838 $ - $432,588 $ 430,888 -0.39%TOTAL TRANSFERS IN 427,138 432,838 -432,588 430,888 -0.39% TOTAL REVENUES 427,138 432,838 -432,588 430,888 -0.39% EXPENDITURES 6601 - BOND PRINCIPAL 250,000 260,000 265,000 265,000 270,000 1.89%6611 - BOND INTEREST 176,438 171,338 166,088 166,088 159,388 -4.03%6621 - PAYING AGENT/OTHER FEES 850 - 425 1,500 1,500 0.00%TOTAL DEBT SERVICE 427,288 431,338 431,513 432,588 430,888 -0.39% TOTAL BUSINESS UNIT EXPENSES 427,288 431,338 431,513 432,588 430,888 -0.39% NET CHANGE IN FUND BALANCE j.Jjp $1,500 $ (431,513) S -$ -0.00% 65 Object Code / Description - G.O. TAX INCREMENT BONDS, 2008A FUND 37600 DEBT SERVICE FUND 2017 2015 2016 September Actual Actual YTD 2017 Budget 2018 Budget Change 47611 - 2008A-GO TIF BONDS REVENUES 4915.5- TRANSFERS IN FROM TIF #3 FUND $ 148,569 $ 143,063 $ - $136,438 $ 129,813 -4.86% TOTAL TRANSFERS IN 148,569 143,063 -136,438 129,813 -4.86% TOTAL REVENUES 148,569 143,063 -136,438 129,813 -4.86% EXPENDITURES 6601 - BOND PRINCIPAL 125,000 125,000 125,000 125,000 125,000 0.00% 6611 - BOND INTEREST 22,844 16,563 9,938 9,938 3,313 -66.66% 6621 - PAYING AGENT/OTHER FEES 450 450 450 1,500 1,500 0.00% TOTAL DEBT SERVICE 148,294 142,013 135,388 136,438 129,813 -4.86% TOTAL BUSINESS UNIT EXPENSES 148,294 142,013 135,388 136,438 129,813 -4.86% NET CHANGE IN FUND BALANCE $ 275 $ 1,050 $ (135,388) $-$ -0.00% 66 City of Brooklyn Center 2018 Debt Service Required Principal Payments CENTI!R Al 711! CINT!! Original Issue Prior Years 2018 Balance Due Final Maturity Issue Name Amount Payments Payment 12/31/2018 Date Improvement Bonds 2013 Street Improvement Bonds $ 4,920,000 $1,840,000 $ 520,000 $ 2,560,000 2/1/2024 2015 Street Improvement Bonds 3,416,248 332,497 325,978 2,757,773 2/1/2026 2016 Street Improvement Bonds 1,820,000 - 155,000 1,665,000 2/1/2027 2017 Street Improvement Bonds 3,735,000 -3,735,000 2/1/2028 13,891,248 2,172,497 1,000,978 6,982,773 Tax Increment Bonds 2008 G.O. Tax Increment Bonds 4,335,000 4,210,000 125,000 2/1/2018 2013 G.O. Tax Increment Bonds 6,040,000 775,000 270,000 4,995,000 2/1/2022 2015 G.O. Tax Increment Bonds 6,600,000 1,570,000 1,610,000 3,420,000 2/1/2020 2016B G.O. Tax Increment Bonds 2,075,000 --2,075,000 2/1/2029 2016C G.O. Tax Increment Bonds 1,725,000 -270,000 1,455,000 2/1/2023 20,775,000 6,555,000 2,275,000 11,945,000 Utility Revenue Bonds (Paid from Utility Bonds) 2015 G.O. Utility Revenue Bonds 1,823,752 177,503 174,022 1,472,227 2/1/2026 2015 G.O. Refunding Bonds 1,660,000 305,000 165,000 1,190,000 2/1/2026 2016 G.O. Utility Revenue Bonds 3,605,000 -305,000 3,300,000 2/1/2027 2017 G.O. Utility Revenue Bonds 4,625,000 --4,625,000 2/1/2028 Public Facilities Loan (PFA)*19,662,352 1,952,907 963,000 16,746,445 8/20/2034 31,376,104 2,435,410 1,607,022 27,333,672 TOTAL BONDED INDEBTEDNESS $ 66,042,352 $11,162,907 $ 4,883,000 $ 46,261,445 *Estimated amounts (the amounts will be finalized with the closeout of Water Treatment Plant Project) 67 City of Brooklyn Center K 4 2018 Debt Service Funds Debt Payment Revenues & Expenditures Assessment Property Tax Interest TOTAL Revenues Revenue Revenue Income BUDGET Improvement Bonds 2013 Street Improvement Bonds 2015 Street Improvement Bonds 2016 Street Improvement Bonds 2017 Street Improvement Bonds Tax Increment Bonds 2008 G.O. Tax Increment Bonds 2013 G.O. Tax Increment Bonds 2015 G.O. Tax Increment Bonds 2016B G.O. Tax Increment Bonds 2016C G.O. Tax Increment Bonds $ 214,347 $ 396,739 $ 2,976 $ 614,062 151,674 250,961 402,635 - 213,948 - 213,948 128,701 280,962 3,756 413,419 - 494,722 1,142,610 6,732 1,644,064 - 129,813 129,813 - 430,888 - 430,888 - 1,738,250 - 1,738,250 - 48,325 - 48,325 - 304,658 - 304,658 - 2,651,934 - 2,651,934 TOTAL DEBT SERVICE REVENUES $ 494,722 $ 3,794,544 $ 6,732 $ 4,295,998 Principal Interest Agent Fees TOTAL Expenditures Payment Payments and Administration BUDGET Improvement Bonds 2013 Street Improvement Bonds $ 520,000 $84,600 $1,500 $606,100 2015 Street Improvement Bonds 325,978 62,857 1,500 390,335 2016 Street Improvement Bonds 155,000 34,850 1,500 191,350 2017 Street Improvement Bonds -122,280 1,500 123,780 1,000,978 304,587 6,000 1,311,565 Tax Increment Bonds 2008 G.O. Tax Increment Bonds 125,000 3,313 1,500 129,813 2013 G.O. Tax Increment Bonds 270,000 159,388 1,500 430,888 2015 G.O. Tax Increment Bonds 1,610,000 126,750 1,500 1,738,250 2016B G.O. Tax Increment Bonds -46,825 1,500 48,325 2016C G.O. Tax Increment Bonds 270,000 33,158 1,500 304,658 2,275,000 369,434 7,500 2,651,934 TOTAL DEBT SERVICE EXPENDITURES $ 3,275,978 $674,021 $13,500 $3,963,499 NET TOTAL DEBT SERVICE BUDGET $332,500 68 $1,825,000.00 $10,225,000.00 $1,825,000.00 $10,225,000.00 1,800,000.00 10,100,000.00 16,485.21 73,075.00 9,125.00 51,125.00 (610.21)800.00 $1,825,000.00 $10,225,000.00 $10,225,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A ISSUE SUMMARY Total Issue Sources And Uses Dated 05101/20181 Delivered 05/01/2018 Street Water Water Tower Storm Drainage Improvements Improvements Painting Improvements Issue Summary Sources Of Funds Par Amount of Bonds ....................................$4970000.00 $2020000.00 $1,410,000.00 Total Sources...............................................$4,970,000.00 $2,020,000.00 $1,410,000.00 Uses Of Funds Deposit to Project Construction Fund 4,910,000.00 1,990,000.00 1,400,000.00 Costs of Issuance..........................................33,951.12 18,246.63 4,392.04 Total Underwriter's Discount (0.500%)24,850.00 10,100.00 7,050.00 Rounding Amount.........................................1,198.88 1,653.37 (1,442.04) Total Uses....................................................$4,970,000.00 $2,020,000.00 $1,410,000.00 2018.4 GO Iap5 I'll Rev 15 / Iaaa,aa Saaaaauay / 712512017 / 8.52.101 Cj F,e(:. 69 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A ISSUE SUMMARY NET DEBT SERVICE SCHEDULE Date Principal Coupon Interest Total P+l 105°h of Total Assessment Utility Revenues Levy Required -149433.39 149,433.39 156,905.06 -80,625.05 76,280.01 02/0112019 - 02/01/2020 945,000.00 1.400%199,244.50 1,144,244.50 1,201456.73 316,500.00 616,750.05 620,120,55 268,206.68 296,234.68 02/01/2021 960,000.00 1.500%186,014.50 1,146,014.50 1,203,315.23 1,209,195.23 286,960.00 278,520.00 622,824.30 307,850.93 02/0112022 980,000.00 1.550%171,614.50 1,151,614.50 1,141,424.50 1,198,495.73 270,080.00 614,605.43 313,810.30 02/01/2023 985,000.00 1.650% 1.800% 156,424.50 140,172.00 1,150,172.00 1,207,680.60 261,640.00 621,606.30 324,434.30 02/0112024 1,010,000.00 1,030,000.00 1.950%121,992.00 1,151,992.00 1,209,591.60 253,200.00 622,278.30 334,113.30 02/01/2025 02/01/2026 1,040,000.00 2.150%101,907.00 1,141,907.00 1,199,002.35 244,760.00 616,676.55 615,098.93 337,565.80 350,355.43 02/01/2027 1,065,000.00 2.280%79,547.00 1,144,547.00 1,201,774.35 1,202,528.25 236,320.00 227,880.00 617,801.63 356,846.63 02101/2028 1,090,000.00 2.450%55,265.00 1.145,265.00 1,148,560.00 1,205,988.00 219,440.00 619,145.63 367,402.38 02/01/2029 1,120,000.00 2.550%28,560.00 $1,390,174.39 $11,615,174.39 $12,195,933.11 $2,595,300.00 $6,267,532.70 $3,333,100.41 Total $10,225,000.00 - 5/01/2018 Dated................................................................................................................................5/01/2018 Delivery Date............................................................................................ ... .............................2/01/2019 First Coupon Date............................................................................................................................... Yield Statistics $65,453.75 Bond Year Dollars...........................................................................................................................6.401 Years Average Life............................................................................................................................2.1239034% Average Coupon ................................................................ ................................................. ....... ....... 2.2020119% Net Interest Cost (NIC)..............................................................................................................................2.1988041% True Interest Cost (TIC)..........................................................................................................................2.1139112% Bond Yield for Arbitrage Purposes............................................................................................................................2.3211315% AllInclusive Cost (AIC).......................................................................................................................... IRS Form 8038 2.1239034% Net Interest Cost..........................................................................................................................6.401 Years WeightedAverage Maturity........................................................................................................................ ZOISA (' J,/' I'll A' & / / 912512017 / 8.52521 Sp 70 V1 9 970,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A Street Improvements NET DEBT SERVICE SCHEDULE Date Principal Coupon Interest Total P-H 105% of Total Assessment Levy Required 02/01/2019 -72,647.63 72647.63 76,280.01 -76,280.01 02/01/2020 460,000.00 1.400%96,863.50 556,863.50 584,706.68 316,500.00 268,206.68 02/01/2021 465,000.00 1.500%90,423.50 555,423.50 583,194.68 286,960.00 296,234.68 02/0112022 475000.00 1.550%83,448.50 558,448.50 586,370.93 278,520.00 307,850.93 02/01/2023 480,000.00 1.650%76,086.00 556,086.00 583,890.30 270,080.00 31 3,81 0.30 02/01/2024 490,000.00 1.800%68,166.00 558,16600 586,074.30 261640.00 324,434.30 02/01/2025 500,000.00 1.950%59,346.00 559,346.00 587,31 3.30 253,200.00 334,113.30 02/01/2026 505,000.00 2.150%49,596.00 554,596.00 582,325.80 244,760.00 337,565.80 02/01/2027 520,000.00 2.280%38,738.50 558,738.50 586,675.43 236,320.00 350,355.43 02/01/2028 530,000.00 2.450%26,882.50 556,882.50 584,726.63 227,880.00 356,846.63 02/01/2029 545,000.00 2.550%13,897.50 558,897.50 586,842.38 219,440.00 367,402.38 Total $4,970,000.00 -$676,095.63 $5,646,095.63 $5,928,400.41 $2,595,300.00 $3,333,100.41 Dated............................................................... ...................................................................................................... 5/01/2018 DeliveryDate.........................................................................................................................................................5/01/2018 FirstCoupon Date ................................................................................................................................ ................... 2/01/2019 Yield Statistics BondYear Dollars..................................................................................................................................................$31,827.50 AverageLife ....................................... ............. ..................................... .......... ....................................................... 6.404 Years AverageCoupon .................................................................................................................................................... 2.1242499% Net Interest Cost (NIC)..........................................................................................................................................2.2023270% TrueInterest Cost (TIC).........................................................................................................................................2.1991230% Bond Yield for Arbitrage Purposes ......................................................................................................................... 2.1139112% AllInclusive Cost (AIC)..........................................................................................................................................2.3159831% IRS Form 8038 NetInterest Cost .................................. ..................................................................................................................2.1242499% WeightedAverage Maturity ....................................................................................................................................6.404 Years 2018A COI P I I 'II Rm'B / Sirmi JpmmmiI / 9125120I 7 / 8:S2 AM Fl 'i 71 $2 9 110,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A Assessments ASSESSMENT INCOME Date Principal Coupon - Interest Total P+l 12/31/2018 --- 12/31/2019 211,000.00 4.000%105,500.00 316,50000 12/31/2020 211,000.00 4.000%75,960.00 286,960.00 12/31/2021 211,000.00 4.000%67,520.00 278,520.00 12/31/2022 211,000.00 4.000%59,080.00 270,080.00 12/31/2023 211,000.00 4.000%50,640.00 261,640.00 12/31/2024 211000.00 4.000%42,200.00 253,200.00 12/31/2025 211,000.00 4.000%33,760.00 244,760.00 12/31/2026 211,000.00 4.000%25,320.00 236,320.00 12/31/2027 211,000.00 4.000%16,880.00 227,880.00 12/31/2028 211,000.00 4.000%8,440.00 219,440.00 Total $2,110,000.00 -$485,300.00 $2,595,300.00 SIGNIFICANT DATES FilingDate.........................................................................................................................................................................10/01 /2018 FirstPayment Date...........................................................................................................................................................12/31/2 0 19 2018,1 GO Imp AmmnIr / SINGLE 71/17085 / 012512017 / 9.00.111 fl(j5 t 0 U 72 $2 3 020,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A Water Improvements DEBT SERVICE SCHEDULE Date Principal Coupon Interest Total P+I 105% Levy 02/01/2019 --29,512.88 29,512.88 30,988.52 02/01/2020 185,000.00 1.400%39,350.50 224,350.50 235,568.03 02/01/2021 190,000.00 1.500%36,760.50 226,760.50 238,098.53 02/01/2022 195,000.00 1.550%33,910.50 228,910.50 240,356.03 02/01/2023 195,000.00 1.650%30,888.00 225,888.00 237,182.40 02/01/2024 200,000.00 1.800%27,670.50 227,670.50 239,054.03 02/01/2025 205,000.00 1.950%24,070.50 229,070.50 240,524.03 02/01/2026 205,000.00 2.150%20,073.00 225,073.00 236,326.65 02/01/2027 210,000.00 2.280%15,665.50 225,665.50 236,948.78 02/01/2028 215,000.00 2.450%10,877.50 225,877.50 237,171.38 02/01/2029 220,000.00 2.550%5,610.00 225,610.00 236,890.50 Total $2,020,000.00 -$274,389.38 $2,294,389.38 $2,409,108.85 SIGNIFICANT DATES Dated..................................................................... ........................................................................................................... 5/01/2018 DeliveryDate ............ ........................................................................................................................................................5/01/2018 FirstCoupon Date .....................................................................................................................................................--- 2/01/2019 Yield Statistics BondYear Dollars .............................................................................................................................................................$12,925.00 AverageLife.....................................................................................................................................................................6.399 Years AverageCoupon ...............................................................................................................................................................2.1229352% NetInterest Cost (NIC) .................................................................. ...................................................................................2.2010784% TrueInterest Cost (TIC) .................................................................................................................................................... 2.1978759% Bond Yield for Arbitrage Purposes....................................................................................................................................2 .1139112 % AllInclusive Cost (AIC).....................................................................................................................................................2 .3527386 % IRS Form 8038 NetInterest Cost...............................................................................................................................................................2 .1229352% WeightedAverage Maturity...............................................................................................................................................6.399 Years Interest rates are estimates. Changes in rates may cause significant alterations to this schedule. The actual underwriters discount bid may also vary. 2018..t 001111PS r 'II A'Bo / It'11111 I zpJmc /s / 91-9Z',12017 / 8.52821 OST (11" 73 $1,825,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A Storm Drainage Improvements DEBT SERVICE SCHEDULE Date Principal Coupon Interest Total P+I 105% Levy 02/01/2019 - -26,673.38 26,673.38 28,007.05 02/01/2020 170,000.00 1.400%35,564.50 205,564.50 215,842.73 02/01/2021 170,000.00 1.500%33184.50 203,184.50 213,343.73 02/01/2022 175,000.00 1.550%30,634.50 205,634.50 215,916.23 02/01/2023 175,000.00 1.650%27,922.00 202,922.00 213,068.10 02/01/2024 180,000.00 1.800%25,034.50 205,034.50 215,286.23 02/01/2025 185,000.00 1.950%21,794.50 206,794.50 217,134.23 02/01/2026 185,000.00 2.150%18,187.00 203,187.00 213,346.35 02/0112027 190,000.00 2.280%14,209.50 204,209.50 214,419.98 02/01/2028 195,000.00 2.450%9,877.50 204,877.50 215,121.38 02/01/2029 200,000.00 2.550%5,100.00 205,100.00 215,355.00 Total $1,825,000.00 -$248,181 .88 $2,073,181.88 $2,176,8407 SIGNIFICANT DATES Dated...................................................................................................................... .. ............. . .......... ..... ............. . ..... ... ..... 5/01/2018 DeliveryDate ............................................................................................................... . ... ... ... .. ............................. . ........... 5/01/2018 FirstCoupon Date ............................................................................................................................. . ............... ..... ......... ..2/01/2019 Yield Statistics BondYear Dollars ............................... ........................................................................---- ....... ... ... .... ............. . ...... ......$11,683.75Years...Average Life ................................................................................................................... ......... . .............. ...... ............... ..6.4022.1241629%...Average Coupon ............................................................................................................ ... . ................ . ...... . .................... NetInterest Cost (NIC) .....................................................................................................................................................2.2022628% TrueInterest Cost (TIC) ............................................................................................................. ...... . ....................... .... ..... 2.1990578% Bond Yield for Arbitrage Purposes ....................................................................................................... ....... ...... . ....... .. ... ...2.1139112% AllInclusive Cost (AIC) ............................................................................................................ ....................... . ...... . ......... .2.3538556% IRS Form 8038 NetInterest Cost ...............................................................................................................................................................2.1241629% WeightedAverage Maturity...............................................................................................................................................6.402 Years Interest rates are estimates. Changes in rates may cause significant alterations to this schedule. The actual underwriters discount bid may also vary. 2018 CO blip ('/1 Ri 1?,, / 51,v111 Thth,apc Imprv ,Jcfl / .912r12017 / 8-52,1,11 SprL ''se: 74 $1,610,000 City of Brooklyn Center, Minnesota General Obligation Improvement and Utility Revenue Bonds, Series 2018A Water Tower Painting DEBT SERVICE SCHEDULE Date Principal Coupon Interest Total P+l 105% Levy 02/01/2019 --20,599.50 20,599.50 21,629.48 02/01/2020 130,000.00 1.400%27,466.00 157466.00 165339.30 02/01/2021 135,000.00 1.500%25,646.00 160,646.00 168,678.30 02/01/2022 135,000.00 1.550%23,621.00 158,621.00 166,552.05 02/01/2023 135,000.00 1.650%21,528.50 156,528.50 164,354.93 02/01/2024 140,000.00 1.800%19,301.00 159,301.00 167,266.05 02/01/2025 140,000.00 1.950%16,781.00 156,781.00 164,620.05 02/01/2026 145,000.00 2.150%14,051.00 159,051.00 167,003.55 02101/2027 145,000.00 2.280%10,933.50 155,933.50 163,730.18 02/01/2028 150,000.00 2.450%7,627.50 157,627.50 165,508.88 02/01/2029 155,000.00 2.550%3,952.50 158,952.50 166,900.13 Total $1,410,000.00 -$191,507.50 $1,601,507.50 $1,681,582.88 SIGNIFICANT DATES Dated................................................................................................................................................................................5/01/20 18 DeliveryDate....................................................................................................................................................................5/01/2018 FirstCoupon Date.............................................................................................................................................................2/01/2019 Yield Statistics BondYear Dollars.............................................................................................................................................................$9,017.5 0 AverageLife ..................................................................................................................................................................... 6.395 Years AverageCoupon ..... .......................................................................... ................................................................................2.1237316% NetInterest Cost (NIC) .....................................................................................................................................................2.2019129% TrueInterest Cost (TIC)....................................................................................................................................................2.1986808% BondYield for Arbitrage Purposes....................................................................................................................................2.1139112% AllInclusive Cost (AIC).....................................................................................................................................................2.2519015% IRS Form 8038 NetInterest Cost ............................................................................................................................................................... 2.1237316% WeightedAverage Maturity...............................................................................................................................................6.395 Years Interest rates are estimates. Changes in rates may cause significant alterations to this schedule. The actual underwriter's discount bid may also vary. 2018,! 00 Imp 8 ['/1 Rm' B / 11"m lbni I!thth / 012512017 / 8.52821 'r111 c1s1e 75 PreliminaryaBudget Work Session — Follow-ulI If.4YLIilU[ 76 Reinhardt From:Jim Glasoe Sent:Tuesday, September 19, 2017 4:08 PM To:Nate Reinhardt Cc:Curt Boganey Subject:RE: Earle Brown Days Attachments:2017091916031 4838.pdf Nate, Per the attached sheet, for 2018 & 2019 we budgeted for the Earle Brown Days activities in our General Fund, General Recreation request. In past years, the Earle Brown Days expenses have been included in the Recreation Grant funds budget. We included allocations to fund a full slate of activities (including parade) equal to this year, with some modest improvements. Our Recreation grant fund request will only include some modest donations ($3,500) that we hope to receive. We have no specific expectations of funds from any group, but do plan to solicit the business community for financial assistance. M 171 From: Nate Reinhardt Sit: Tuesday, September 19, 2017 2:59 PM To: Jim Glasoe Cc: Curt Boganey Subject: Earle Brown Days Jim, A question came up at our budget review meeting, which was also an item I thought we could talk about at the CARS grants budget review meeting on Thursday. The question was in regards to Earle Brown Days funding. How much is the City budgeting? What does it cover (specifically does it cover the parade)? And what is our expectation of funding from the Lions Club (Councilmember Ryan expressed that the funding might not happen or at least not be what is has been)? Although this wasn't asked, would be a good time to mention anything we are doing to improve/enhance Earle Brown Days as well. Nathan Reinhardt, CPA, MBA Finance Director City of Brooklyn Center 6301 Shingle Creek Parkway Brooklyn Center, MN 55430 Ph. 763-569-3345 nreinhardt@ci.brooklyn-center.mmus 77 C)C) N. C) 0) C)C). C)N--'04 C) C') Ci Cl)00 C)C) C)cC C)C') C C C C C (0 (LQ Cq CC• CC CC CC CC C CC C C N- or-(C ('4 C ddC C w C C L6 cl^ C) 0) ('I C C) CC (C CC CCd zn cc c') (4ca c C COCCQQCCC Cq C CCC C 03 ('4 (4)(N-'4 CC d dC C(0 CC N-(0 S CC LO (N CM ('4 c 0 o o o C Cl) CC'DC C C C C C C C ('7 C CO C I->- 04< 0.0) 01) C CC C CCC CCC C CC C C 03 C CCDC0)C (003 (47 CN 0 C 0 0 C N- q C c) 0)03 C C C,) - I D C\l CO C)0 04 C) .0 (1) 00000 ZZZZZ 00000 WWWLL4W WWUJUJW 0)0303U) UIUIUI (1) 0 z 0UI03 UI UI w (0(J) 00 z 00 0303 WUi CUUI iuUi 0 z 0UI00 ui UI 0):w (0C('7 07C ('7 07C(-7 0703(-7 03C(-7 03C0') 03 (0C C (-P) (7 03(3 ()IDC-, CO 03sqC,C, (0 07 Lo (0 LO (0 LO LO (43 CO LO (43 (4) C C wUI>-0 0Z UI Ci)Z (/) UIUI ((3 LL, Ui0 —UIUI -i<(1)LU 00N- H a te Rhrd From:Jesse Anderson Sent:Wednesday, September 20, 2017 10:21 AM To:Nate Reinhardt Subject:RE: Budget Meeting Follow-up Hi Nate, Here are the answer to the questions: 1) Rental License Revenue Reduction - the primary question here was in regards to # of licenses we have in each type compared to the past few years. Here are two charts that provide the breakdown of license types over the past few year. 1/1/2014 IW201.5 L/OdL Rental-Type 341 272 312 1-3 Year Rental-Type 370 419 403 11-2 Year Rental-Type 81 90 108 Ill-i Year Rental-Type 23 33 22 IV-6 Months Total 815 814 845 1/1,/2017__$/1/2017 317 297 372 346 108 111 27 30 824 784 1/112014 1/1/2015 1,/1/2016 1,/LI7 /1/2017 Rental-Type 42%33%37%38%38% 1-3 Year Rental-Type 45%51%48%45%44% 11-2 Year Rental-Type 10%11%13%13%14% Ill-i Year Rental-Type 3%4%3%3%4% IV-6 Months 2) Reduction in Special Assessment Revenues - why are we anticipating a reduction, is it a result of the proactive approach by BCS? Yes, City inspectors have been taking a more proactive approach to code enforcement cases and working with the owners on the solution. This has resulted in a decrease in citations. From: Nate Reinhardt Sent: Tuesday, September 19, 2017 2:55 PM 79 T© Jesse Anderson Cc: Curt Boganey Subject: Budget Meeting Follow-up Jesse, A couple of questions came up at our budget review meeting that I would like to follow-up on. 1)Rental License Revenue Reduction - the primary question here was in regards to of licenses we have in each type compared to the past few years. 2)Reduction in Special Assessment Revenues — why are we anticipating a reduction, is it a result of the proactive approach by BCS? 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