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Transmittal Letter <br />Apdl 2_3 .2001 <br />In order to offer guidance to future councils and staff, a fund balance policy will be presented to <br />the City Council for review and adoption this summer. This is one of the policies being reviewed <br />as part of a financial planning project currently underway. This Key Financial Strategies process <br />includes several workshop meetings with the City Council to discuss financial policies and key <br />financial issues facing the City. The City has retained a consultant to assist the Council with this <br />financial planning project. <br />ENTERPRISE FUNDS <br />The City operates five enterprise funds including garbage collection, municipal water, sewer and <br />electric utifities and an off -sale liquor store. In 2000 each of the enterprise funds had a positive <br />income after transfers. <br />Garbage Collection <br />Charges for services in the Garbage Fund decreased from $754,801 to 686,815 in 2000. User <br />rates were decreased in 2000 to offset a reimbursement from Sherburne County that funded part <br />of the recycling costs previously paid by customers. The reduction of rates was also an attempt to <br />draw down the retained earnings balance in this fund. A large sales tax rebate in 1999 for sales <br />tax collected in error on tipping fees paid from 1997 to October 1999 and a change in payment of <br />the tipping fee have caused a higher than needed retained earnings balance, In order to further <br />reduce the balance, garbage rates will not increase until the balance is reduced to approximately <br />$75,000. <br />Liquor Store <br />The Liquor Store had its best year ever with a gross profit of 24.86 percent on sales of <br />$3,788,048 in 2000, almost a nine percent increase. Income before transfers totaled $496,502; <br />this increase of $148,919 is the result of increased sales, decreased operating expenses, and <br />increased interest income. The Liquor fund net income, after transfers of $146,400 to the <br />General Fund and a debt service fund, totaled $350,102, an increase of $143,769. <br />Sewage Disposal Fund <br />There were 485 unit connections to the sewer system in 2000, the most the City has ever had in <br />one year. Due to many new service connections, charges for services increased ten percent to <br />$877,655. There was an inflationary increase in rates in 2000 and again in 2001. User rates will <br />be adjusted annually for inflation and will be monitored and adjusted as necessary to fund <br />operating and capital needs. Given the recent plant expansion, the only capital needs are for <br />replacing and maintaining some of the buildings and equipment that were not updated during the <br />expansion because they had not reached their full useful life. <br />01 <br />Charges for <br />Income Before <br />Income After <br />Fund <br />Services/Sales <br />Transfers <br />Transfers <br />. ............. . ....... <br />2.000 <br />1999 <br />2000 <br />1999 <br />2000 <br />1999 <br />Garbage <br />$ 686,815 <br />$ 754,804 <br />$ 20,343 <br />$ 122,714 <br />$ 20,343 <br />$ 122,714 <br />Liquor <br />3,788,048 <br />3,478,938 <br />496,502 <br />347,583 <br />350,102 <br />206,333 <br />Sewer <br />877,654 <br />797,101 <br />758,664 <br />373,532 <br />738,328 <br />365,532 <br />Water <br />755,462 <br />627,449 <br />618,449 <br />530,346 <br />561,828 <br />(77,001) <br />Electric <br />9,389,846 <br />8,902,004 <br />1,717,280 <br />1,873,820 <br />1,486,366 <br />1,651,846 <br />Garbage Collection <br />Charges for services in the Garbage Fund decreased from $754,801 to 686,815 in 2000. User <br />rates were decreased in 2000 to offset a reimbursement from Sherburne County that funded part <br />of the recycling costs previously paid by customers. The reduction of rates was also an attempt to <br />draw down the retained earnings balance in this fund. A large sales tax rebate in 1999 for sales <br />tax collected in error on tipping fees paid from 1997 to October 1999 and a change in payment of <br />the tipping fee have caused a higher than needed retained earnings balance, In order to further <br />reduce the balance, garbage rates will not increase until the balance is reduced to approximately <br />$75,000. <br />Liquor Store <br />The Liquor Store had its best year ever with a gross profit of 24.86 percent on sales of <br />$3,788,048 in 2000, almost a nine percent increase. Income before transfers totaled $496,502; <br />this increase of $148,919 is the result of increased sales, decreased operating expenses, and <br />increased interest income. The Liquor fund net income, after transfers of $146,400 to the <br />General Fund and a debt service fund, totaled $350,102, an increase of $143,769. <br />Sewage Disposal Fund <br />There were 485 unit connections to the sewer system in 2000, the most the City has ever had in <br />one year. Due to many new service connections, charges for services increased ten percent to <br />$877,655. There was an inflationary increase in rates in 2000 and again in 2001. User rates will <br />be adjusted annually for inflation and will be monitored and adjusted as necessary to fund <br />operating and capital needs. Given the recent plant expansion, the only capital needs are for <br />replacing and maintaining some of the buildings and equipment that were not updated during the <br />expansion because they had not reached their full useful life. <br />01 <br />