grafton village board public hearing nov. 17 2012

7/30/2019 Grafton Village Board Public Hearing Nov. 17 2012

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2013Proposed

Program Budget

Village of Grafton, Wisconsin


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VILLAGE MISSION STATEMENT

As a managed growth community in theMilwaukee metropolitan area, Grafton strives todeliver the finest municipal services available in

the most cost effective and efficient manner, andin so doing, ensure the highest quality of life for itsresidents -- defined by quality housing in safe

neighborhoods, the provision and maintenance of

essential streets and utilities, a broad and stableeconomic base, exceptional recreational

opportunities and attractive commercial andindustrial development.


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Areas of Emphasis

Fiscal Stability

Communication

Public Health and Safety Quality of Life

Sustainability

Technology


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Areas of Emphasis

Intergovernmental Partnerships

Transportation

Public Facility and Equipment Economic and Community Development

Parks and Open Space

Community Wellness


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STATE / VILLAGE RESTRAINTSState Law

Tax Levy Limits

Areas of EmphasisExpenditure Restraint Program

Equalized Tax Rate at CPI or lower

Fund Balance Target of 25%

Use of Applied Fund Balance


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Tax Levy Limits

The State law restricts the percentageincrease of the Villages tax levy

increase to 0.06 percent plusreferendum request of3.45 percent.

Total allowable tax levy increase is

3.51 percent.Executive 2013 Budget tax levyincrease is 3.51 percent.


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Expenditure Restraint Program

The Wisconsin Department of Revenueallows the Village to increase itsexpenditures by incorporating the

Villages property tax base growth andthe Consumer Price Index. For 2013,the Village is estimated a 2.60 percent

increase in expenditures.Executive 2013 Budget expendituredecrease is 0.04 percent.


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Equalized Tax Rate at CPI or LowerConsumer Price Index is 2.40 percent

Executive 2013 Budget Assessed tax rate increase is 3.29

percent

Referendum impact is tax rate increase of3.45 percent


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ASSESSED TAX RATE

$5.00$5.50$6.00$6.50$7.00

2008 2009 2010 2011 2012

$6.27 $6.37 $6.44 $6.44 $6.65

Rate/$1,000Value

Year


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Fund Balance

The Villages goal to maintain the fund

balance to 25 percent of the General

Fund as a financially responsible safetynet for unanticipated expenditures is

consistent with Moodys Credit Services

recommendation for the Village.Executive 2013 Budget fund balance isapproximately 29 percent.


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Use of Applied Fund Balance

Limit the use of applied fund balance

to 5.0 percent

Executive 2013 Budget uses 4.9

percent of fund balance (In 2012, 2.7percent.)


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FUND BALANCE (unassigned)

Tar

getFundBalan

ce

A

ctualFundBalance

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

2010Actual 2011Actual 2012Budgeted 2012Estimated 2013Executive

2,077,8192,121,040 2,122,0662,076,148 2,121,656

2,910,965

2,099,252

2,266,164

2,852,017

2,439,268


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2013 BUDGET FACTSAdopted Executive Change

2012 2013 $ %General Fund $8,490,424 $8,486,624 ($3,800) (0.04%)

Levy Required 5,443,754 4,953,041 (490,713 (9.01%)

Special Revenue 1,363,000 2,397,116 1,034,116 75.87%Levy Required 487,830 978,275 490,445 100.54%

Debt Fund 4,491,320 3,952,290 (539,030) (12.00%)Levy Required 690,457 573,032 (117,425) (17.01%)

Fiduciary Fund 465 275 (190) (40.86%)Levy Required 0 0 0 0%

Proprietary Fund 3,357,486 3,607,516 250,030 7.45%Levy Required 0 0 0 0%

Capital Improvement 7,381,628 7,468,292 86,664 1.17%Levy Required 506,294 874,435 368,141 72.71%

Total Tax Levy 7,128,335 7,378,783 250,448 3.51%


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PROPERTY TAX LEVY

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,0008,000,000

2009 2010 2011 2012 2013

Capital Improvement Fund Debt Service Fund

Special Revenue Fund General Fund


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ADDITIONAL TAX LEVYSOURCE

Adopted Executive

2012 2013 Change

Total Tax Levy $ 7,128,335 $7,378,783 $250,448

From New Construction $ 4,396

From Existing Properties $246,052

$250,448


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PERSONNEL CHANGES

Fire Chief

Office Assistant Electrical Inspector

FTE

1.00

0.500.25

1.75


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2013 General Fund Revenues

Taxes61.13%

IG Revenues15.17%

Other Financing

Sources0.71%

Charges forServices

5.92%Fines/Forfeitures

1.63%Fund Balance

4.86%

IG Charges1.05%

Interest Income0.65%

License/Permits4.07%

Misc

3.18%


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2013 General Fund Revenues

Revenues2012

Adopted Percent2013

Executive PercentTaxes $5,674,754 66.83% $5,188,041 61.13%Intergovernmental

Revenues 1,287,806 15.17% 1,424,737 16.79%Licenses and Permits 301,135 3.54% 345,750 4.08%

Fines and Forfeitures 137,610 1.62% 138,500 1.63%Charges for Services 446,434 5.26% 502,440 5.92%Intergovernmental

Charges 72,089 0.85% 89,165 1.05%Interest Income 85,000 1.00% 55,000 0.65%Miscellaneous 197,995 2.33% 269,756 3.18%

Other FinancingSources 60,677 0.71% 60,487 0.71%Applied Fund

Balance 228,924 2.69% 412,748 4.86%Total Revenues $8,490,424 100.00% $8,486,624 100.00%


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2013 General Fund Revenue

Transportation Aids +$ 87,817

COPS Grant +$ 62,000

PILOT +$ 61,866

Building Permits +$ 30,000


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2013 General Fund Revenue

Property Tax Levy - $490,713

Transportation Aids - $ 20,085

Interest Income - $ 30,000

Shared Revenue - $ 6,782


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2013 General Fund Expenditures

GeneralGovernment

11.32%

Public Safety45.95%

Public Works31.65%

CommunityEnrichment

Services6.66%

Conservation &Development

2.43%

Unclassified2.63%


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2013 General Fund Expenditures

2012Adopted Percent

2013Executive Percent

GeneralGovernment $933,649 11.00% $961,063 11.32%

Public Safety 4,037,8658 47.56% 3,899,315 45.95%

Public Works 2,734,823 32.21% 2,685,910 31.65%Community

Enrichment 529,070 6.23% 565,323 6.66%Conservation &

Development 147,664 1.74% 152,110 1.79%

Unclassified 107,353 1.26% 222,903 2.63%Total Expenditures

$8,490,424 100.00% $8,486,624 100.00%


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General Fund

Difference

Fire Protection to Special - 290,905

Revenue Fund

Reserve for Contingency + 91,870

Salaries + 29,796

Inspections Part time + 26,000 Health Insurance + 16,779


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General Fund

Difference

Wage Reserve + 48,704

WI Retirement System + 35,541


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Fire Protection and Rescue

Property Tax Levy $ 490,445

Town of Grafton Contribution 326,964

Rescue Squad Services 180,302

State Fire Insurance Dues 49,398

Total Revenue $1,047,109

Referendum Tax Rate Increase $0.22


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Fire Protection and Rescue

Personal Services $ 475,260

Non-Personal Services 311,696

Fire Dept Capital Equip Fund 260,153

$1,047,109


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Park and Open Space Fund

Family Aquatic Center $29,000

Bathhouse UpgradesHot Water Heater

Valve Replacement - 4

Sump Pump


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Environmental Fund

Transfer to Debt Service $75,000

2012 Budget - $75,000

Fund Balance

End of 2013 212,492

End of 2012 342,292


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Room Tax Fund

Public Relations $21,000

Chamber Visitor Services 26,429

Branding 20,000

Debt Service 125,000


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Library Fund

Village Card Holders 79.53%

2012 78.07%

Village Contribution $457,830

2012 - $457,830

Town Contribution 133,4802012 - $124,947


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No Material Change

Woodlawn Cemetery

Park and Recreational Facilities Fund

Recreation FundAquatics Fund

Revolving Loan Fund

Cable Television Fund

Discontinued on October 1, 2010


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Debt Service Fund

Difference

Revenues

Tax Levy Change -$117,424

Expenditures

General Debt - 512,332

TID No. 3 Debt +163,746


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Debt Service Fund

Tax Rate Equalized $0.55

2012 -$0.63

2011 -$0.70

Statutory Debt Capacity 68.6%

2012 65.8%

Non-TID Debt Capacity 33.2%

2012 29.0%


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Debt Service Fund

As of December 31 Net Debt OutstandingRatio of Net Debt to

Debt Capacity2009 $44,429,600 72.90%

2010 $42,125,011 71.60%2011 $40,242,736 67.40%2012 $40,807,461 73.00%2013 $38,377,293 68.60%


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Proprietary Fund

Water Rate Increase (Residential) 0%

Sewer Rate Increase (Residential) 0%

Projects

Equipment Storage Facility $1,760,000

Diversion Interceptor Sewer Upgrade 227,900


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Capital Projects Fund

$1,505,000 - New construction PortWashington Road

$158,400 - Mill and overlay Maple Street (1stAvenue to Highland Drive)

$151,200 - Mill and overlay Highland Drive(4th Avenue to Maple Street)


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Equipment Fund

2 Police Squads $50,000

Firearms 24,000

Portable Radios 8,170 Radar Recorder 5,000

5 Yard Dump Truck

with plow and wing 173,400


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TID #3-Downtown District

$800,000 - Dam Repairs (40% grant)

$473,301 - Advance from Capital Projects

$201,439 - Donations from TID #2 $51,338 - Donations from TID #5

$450,000 - Purchase property and construct

public parking lot on 1200 block of 13thAvenue to support adjacent businesses.


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TID #3-Downtown District

$860,000 - Provide Developer Incentive toleverage private redevelopment.

$44,000 - Provide grants for two faade(maximum $20,000 per property) and foursign (maximum $1,000 per property)renovation / replacement projects.


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TID #4-South Commercial District

$20,298 - Donation from TID #5

$274,911 - Advance from Capital Projects

$42,000 - Provide grants for two faade(maximum $20,000 per property) and twosign (maximum $1,000 per property)

renovation / replacement projects.


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Budgets are Available

Full copies and Summaries

Village Hall

U.S.S. Liberty Memorial Public LibraryOn-line at www.QualityLifeGrafton.com

Budget in Brief

You Tube Video
http://www.qualitylifegrafton.com/http://www.qualitylifegrafton.com/


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GRAFTON VILLAGE BOARD

Village President - Jim Brunnquell 377-0718

Village Trustee David Antoine 377-0943

Village Trustee Jim Grant 377-7424 Village Trustee David Liss 375-0177

Village Trustee Susan Meinecke 375-9480

Village Trustee Richard Rieck 375-9995

Village Trustee Lisa Uribe Harbeck 375-1619

grafton village board public hearing nov. 17 2012

Documents