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HomeMy WebLinkAbout11-08-2010 - Supplemental MaterialsMedina City Council Regular Meeting ITEM OB-1 Monday, November 8, 2010 REVISED AGENDA BILL Subject: 2011 Property Tax Levy Resolution. Category: ❑ Consent ❑ Ordinance ® Public Hearing g ® City Council Business ❑ Resolution ❑ Other — Discussion Prepared By: Donna Hanson, City Manager Pursuant to R'CW 84.55, the City is required to certify the estimated property tax to be levied by the King County Assessor's Office. City Council draft budget includes new construction, allowable one percent increase, based on the 2010 assessment, allowable refunds, and banked capacity. The total estimated levy based on King County Assessors estimates is $2,416,322. $2,367,712 2010 highest lawful levy including ($79,765 banked capacity) 23,677 1 % allowable increase 6,281 new construction 3,259 "refunds" per King County 10,000 possible increase in value in state -assessed property (estimate) $2,410,929 total recommended levy for 2011 Attachment(s): 1 2011 Property Tax Levy Resolution 2 King County Ordinance 2152 property tax levy form 3 Preliminary Levy Limit Worksheet Budget/Fiscat Impact: $2,416,322 estimated property tax revenues in 2011 Staff Recommendation: Hold public hearing and approve resolution City Manager Approval: Proposed I move approval of the resolution adopting the 2011 property tax levy for Council Motion: the City of Medina setting forth the estimated levy amount. ITEM OB-1 CITY OF MEDINA RESOLUTION NO. A RESOLUTION OF THE CITY OF MEDINA CERTIFYING TO THE GOVERNING AUTHORITY OF KING COUNTY THE ESTIMATES OF THE AMOUNT TO BE LEVIED ON THE ASSESSED VALUATION OF THE PROPERTY WHITHIN THE CITY FOR THE YEAR 2011. WHEREAS, the City Council of the City of Medina attest that the population of the City is less than ten thousand; and WHEREAS, the City Council has properly given notice of the public hearing held November 8, 2010 to consider the City's current expense budget for the 2011 calendar year, pursuant to RCW 84.55.120; and WHEREAS, the City Council, after hearing, and after duly considering all relevant evidence and testimony presented, has determined that the City of Medina requires a regular levy in the amount of $2,410,929, which includes a 1 % increase in property tax revenue from the previous year, as well as amounts resulting from the addition of new construction and improvements to property, banked capacity, and any possible increase in the value of state -assessed property, and amounts authorized by law as a result of any annexations that have occurred and refunds made, in order to discharge the expected expenses and obligations of the City and in its best interest; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Medina that an increase in the regular property tax levy is hereby authorized for the 2011 levy in the amount of $97,312 which is a percentage increase of 4.24% from the previous year. This increase is exclusive of additional revenue resulting from the addition of new construction and improvements to property and any increase in the value of state assessed property, and any additional amounts resulting from any annexations that have occurred and refunds made. PASSED BY THE CITY COUNCIL OF THE CITY OF MEDINA ON THE 8th DAY OF NOVEMBER 2010 AND SIGNED IN AUTHENTICATION OF ITS PASSAGE THE 81th DAY OF NOVEMBER 2010. Approved as to form: Bret Jordan, Mayor Attest: Bruce Disend, City Attorney Rachel Baker, City Clerk ITEM OB-1 By Ordinance 2152 of the Metropolitan King County Council, Taxing Districts are required annually to submit the fallowing information regarding their tax levies for the ensuing year as part of a formal resolution of the Ulstrlct's governing body. THE KING COUNTY ASSESSOR HAS NOTIFIED THE GOVERNING BODY OF �,, , ,--- THAT THE ASSESSED VALUATION OF PROPERTY LYING ITHIN THE BOUNDARIES OF SAID DISTRICT FOR THE ASSESSMENT YEAR 2010 IS: REGULAR (STATUTORY) LEVY (AS APPLICABLE): EXPENSE FUND $_ 12 Lj I -TEMP. LID NAME - TEMP. LID NAME - TEMP. LID NAME RESERVE FUND NON VOTED G.O. BOND (Limited) OTHER (SPECIFY) EXCESS (VOTER APPROVED) LEVY: (Please list authorized bond levies separately.) G.O. BONDS FUND LEVY G.O. BONDS FUND LEVY G.O. BONDS FUND LEVY $ $ SPECIAL LEVIES (INDICATE PURPOSE AND DATE OF ELECTION AT WHICH APPROVED): TOTAL TAXES REQUESTED: THE ABOVE IS A TRUE AND COMPLETE LISTING OF LEVIES FOR SAID DISTRICT FOR TAX -YEAR 2011 AND THEY ARE WITHIN THE MAXIMUMS ESTABLISHED BY LAW. (AUTHORIZED SIGNATURE) (DATE) 87 PRELIMINARY LEVY LIMIT WORKSHEET - 2011 Tax Roll TAXING DISTRICT: City of Medina The following determination of your regular levy limit for 2011 property taxes is provided by the King County Assessor pursuant to RCW 84.55.100. Annexed to Library District (Note 1) Estimated Library rate: 0.50000 Using Limit Factor Using Implicit For District Calculation of Limit Factor Levy Price Deflator 2,367,712 Levy basis for calculation: (2010 Limit Factor) (Note 2) 2,367,712 1.0100 x Limit Factor 1.0154 2,39.1,389 = Levy 2,404,151 6,967,805 Local new construction 6,967,805 0 + Increase in utility value (Note 3) 0 6,967,805 = Total new construction 6,967,805 0.90148 x Last year's regular levy rate 0.90148 6,281 = New construction levy 6,281 2,397,670 Total Limit Factor Levy 2,410,432 Annexation Levy 0 Omitted assessment levy (Note 4) 0 2,397,670 Total Limit Factor Levy + new lid lifts 2,410,432 2,268,545,177 _ Regular levy assessed value less annexations 2,268,545,177 1.05692 = Annexation rate (cannot exceed statutory maximum rate) 1.06255 0 x Annexation assessed value 0 0 = Annexation Levy 0 Lid lifts, Refunds and Total 0 + First year lid lifts 0 2,397,670 + Limit Factor Levy 2,410,432 2,397,670 = Total RCW 84.55 levy 2,410,432 3,259 + Relevy for prior year refunds (Note 5) 3,259 2,400,929 = Total RCW 84.55 levy + refunds 2,413,691 Increase Information (Note 7) 1.05836 Levy rate based on allowable levy 1.06398 2,294,077 Last year's ACTUAL regular levy 2,294,077 97,312 Dollar increase over last year other than N/C — Annex 110,074 4.24% Percent increase over last year other than N/C — Annex 4.80% Calculation of statutory levy Regular levy assessed value (Note 8) 2,268,545,177 x Maximum statutory rate 3.10000 = Maximum statutory levy 7,032,490 +Omitted assessments levy 0 =Maximum statutory levy 7,032,490 Limit factor needed for statutory levy Not usable ALL YEARS SHOWN ON THIS FORM ARE THE YEARS IN WHICH THE TAX IS PAYABLE. Please read carefully the notes on the reverse side. 11/08/10 3:20 PM LevyLimitWS.doc City of Medina 2011 Budget Session October 8, 2011 Cash Source and Use Detail Beginning cash balances General fund Equipment fund Street fund Reserve fund Tree fund Capital projects fund Beginning cash balances - all funds Operating revenue Property taxes Sales taxes Utility Taxes Building permits Other operating revenue Total operating revenue Operating expenditures Police department Fire department (contract -city ofbellevue) Development services (planning, zoning, land -use) Central services (costs toruncityhall) Parks department Finance department Executive (city manager costs) Legal department (advisory and defense) Municipal court (activities associated with police dept) Emergency preparedness Recreation- lifeguard program Legislative (city council costs) Total general fund expenditures Equipment fund expenditures Street fund expenditures Tree fund expenditures Total operating expenditures Impact from operations Capital project impacts Real estate excise tax revenue Other capital project revenue Capital project expenditures Total impacts from capital project activities Ending cash balances General fund Equipment fund Street fund Reserve fund Tree fund Capital projects fund Ending cash balances - all funds Document prepared and submitted by Shawn Whitney City of Medina 2011 Budget Session October 8, 2010 Budget Work Change Analysis Operating Only (Everything except Capital Projects) Round 1 Operating Revenue 4,623,492 Round 4 Operating Revenue 5,180,727 Increase 557,235 12% Round 1 Operating Expenditures 5,489,681 Round 4 Operating Expenditures 5,382,882 Decrease (106,799) (2`~Yo) Round 1 Operating GAP (866,189) Round 4 Operating GAP (202,155) Decrease 664,034 Document prepared and submitted by Shawn Whitney m m D n O 3 W Z m Gl D 0 n O � a a w ° w a- T w a V m m m 6. w 0° n m c w A y 0 c m w '-. 0 O C '� a w w Oii t� w .Ci n N rD n m 00 3 �+ '° 3 .0 ° 3 m '° a' m m n °— ° m n x m o a_, m `� v° m n mm m m o' ° w a m a m m 3° m m N a m 3 m '» x n w a 0 4= m� �. 3 q a m a r d °'.: m x= 2, .'� -c 3 3 m ° x o 'a m 8 c y 3 K m K r3o c 3 a m m x- m m � °' m ° M N z a @° `� " o c c m x a s n A m v_ n m n vm m a m a um c m j n c N C n F to N i°n� C > > n O N m m ? mmi 2-3 C �` o a a Ss N m :? a O r ' A N Ln r LD r N N hj W A Ir-� lr0 r N A ONI N co Ln rn .w . w F-` W v r A Go i 111 rWWVNNO N l0 V O N W W lCt 00 00 F+ l0 O ,,pp N O W AA W O W W V r W W O m A r m W A r A W W r lD W W 0101 N 00 A V r 00 In O O V W W V W A 0) Z I to lVl100 V f' Lnn lLn wn W A 1 O W m Q M V 1 W ,OWf O C 1 14 c w : rc v 1 r to w pp 00 O r T A S W a i A N r r r Al W .Ap to m W N tWJI W W 001 00 A A 00 V N OAi W $-A tW° to cn M V m toA r r r N W A W En V to OD N A 00 V N to r {OpnD IQn �V A V SOD A Y O m Im W O c� ON1 NW+ r NSi W m w O m o m n w °Q 0w a m a m m j 3 H m 00 w <m m � 7 � c c m m 1.+ J W. to N W 0000 W N Q1 A �O tAO W a y0 lW W /n V W A n7 too o rO "p1 0 Cdp W A N r t0 ➢0 fi 'O O V tD :W w t0 .01 N to r w to pNp W W C O w 00 W A tN0 A Lnn W A 00 O1 N A^ T D N 01.. 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