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HomeMy WebLinkAbout992964.tiff HEARING CERTIFICATION DOCKET NO. 99-71 RE: 2000 FINAL BUDGET HEARING A public hearing was conducted on, December 15, 1999, at 10:00 a.m.,with the following present: Commissioner Dale K. Hall, Chair Commissioner Barbara J. Kirkmeyer, Pro-Tem Commissioner George E. Baxter Commissioner M. J. Geile Commissioner Glenn Vaad Also present: Director of Finance and Administration, Donald D. Warden Acting Clerk to the Board, Esther Gesick County Attorney, Bruce Barker The following business was transacted: I hereby certify that pursuant to a notice dated October 1, 1999, and duly published November 11, 1999,in the South Weld Sun, a public hearing was conducted to consider the budget for fiscal year 2000, for the County of Weld. Don Warden, Director of Finance and Administration, made this a matter of record. Mr. Warden reviewed the changes made during the budget work sessions, as listed on Exhibit A. He stated the final assessed value for the 2000 Budget is$1,632,470,782.00, which is within the 5 percent limit. He explained to stay within the TABOR and Home Rule Charter tax limits, there will be a property tax amount$35,976,391.00. He stated at this point, the TABOR limit is an estimate and all of the necessary information will not be available until late March, 2000; however, revenue is estimated to increase by nine percent. Mr. Warden stated the total budget appropriations for Weld County will be$99,502,065.00,and available financing is$108,923,296.00. John Folsom, Weld County resident, suggested the TABOR Limit Revenue and Spending and Section 29-1-301, C.R.S., be made part of the Weld County Budget and the Annual Financial Report or made available for public inspection, and he submitted a Property Tax Revenue Limit Calculation Worksheet, marked Exhibit B. Mr. Warden explained it would be difficult to include these calculations at this time because the TABOR amount is only an estimate, and the complete formula will not be known until March, 2000. He stated many disclaimers would need to be included if published in the Budget. Mr. Warden stated the 5.5 percent calculation has been irrelevant for Weld County because the Home Rule Charter imposes a 5 percent limitation. Mr. Warden suggested listing the calculations on the website, and stated all of the limitation calculations are examined by auditors. In response to Commissioner Baxter, Mr. Warden stated tax abatements are rolled forward to next year. Responding further to Mr. Folsom, Mr. Warden stated the TABOR calculations are published in a separate document and it would have to be an appendix to the annual financial report, not part of the report. Chair Hall stated he does not see any value to the County from including the 5.5 percent limitation calculations in the Budget because Weld County is below that amount in accordance with the Home Rule Charter. Mr.Warden stated there has only been one year since 1992 that the Home Rule Charter has not been more restrictive than TABOR limitations. Commissioner Kirkmeyer moved to approve the Resolution Summarizing Expenditures and Revenues. Seconded by Commissioner Geile,the motion carried unanimously. In response to Commissioner Geile, Mr. Warden stated Ordinances #213 and #214 must be 992964 F10030 HEARING CERTIFICATION - 2000 FINAL BUDGET PAGE 2 approved on an emergency basis because the Budget must be adopted no later than December 31st of each year, and the mill levy must be adopted no later than December 15th. Commissioner Baxter moved to approve Ordinance#213 on an emergency basis. Seconded by Commissioner Vaad, the motion carried unanimously. Commissioner Vaad moved to approve Ordinance#214 on an emergency basis. Seconded by Commissioner Geile, the motion carried unanimously. This Certification was approved on the 15th day of December, 1999. La /� APPROVED: ATTEST: Lid/ La BOARD OF COUNTY COMMISSIONERS 6WELD COUNTY, COLORADO Weld County Clerk to the oal 1, o.%` XCUSED DATE OF APPROVAL BY: f K. Hall, Chair , Deputy Clerk to the Boa fl Barbara J. Kirkmeyer, Pro- em TAPE#99-40 4 eorge axter DOCKET#99-71 M. J 7eile ems` Glenn Vaad 992964 F10030 FINAL BUDGET HEARING Docket No. 99-71 NOTICE IS HEREBY GIVEN that the Board of Weld County Commissioners will hold a public hearing in its Chambers in the First Floor Assembly Room, Weld County Centennial Center, 915 10th Street, Greeley, Colorado, on the day and at the time specified. The purpose of the hearing will be to receive written and oral comment from the public concerning the proposed annual budget for fiscal year 2000 as contained in that proposed budget, summarized below. DATE: December 13, 1999 - Monday TIME: 9:00 A.M. All interested citizens, groups, senior citizens and organizations representing the interests of senior citizens are encouraged to attend and to submit comments. SUMMARY OF PROPOSED 2000 BUDGET COUNTY OF WELD, COLORADO REVENUE SOURCES AMOUNT Property Taxes $ 35,871,084 Other Revenues 16,286,228 Intergovernmental Revenue 29,922,284 Ambulance Fees 4,604,959 Internal Service Charges 6,129,189 Sub-Total Revenue 92,813,744 Beginning Fund Balance 15,982,461 GRAND TOTAL $108,796,205 APPROPRIATIONS General Fund $ 38,566,795 Special Revenue Funds 47,302,026 Capital Funds 2,725,000 Enterprise Fund 4,617,359 Internal Service Funds 6,269,189 Sub-Total Appropriations 99,480,369 Ending Fund Balances 9,315,836 GRAND TOTAL $108,796,205 A copy of this information, the entire proposed budget and additional background materials are available for public inspection from 8:00 A.M. to 5:00 P.M. weekdays in the Office of the Clerk to the Board, Third Floor, Weld County Centennial Center, 915 10th Street, Greeley, Colorado. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO DATED: October 1, 1999 PUBLISHED: November 11, 1999, in the South Weld Sun STATE OF COLORADO ) ) s.s. COUNTY OF WELD ) Ruth Pelton-Roby, as manager of Pelton Publishing FINAL BUDGET.HEARING Company LLC, being duly sown, states that it is publisher Docket No 99,1 of the South Weld Sun, a weekly newspaper published in NOTICE IS HLREBY GIVEN That the Board of Wok Commissioners County Commissiors Keenesburg in said County and State; that said newspaper will held a public hearing m its Ctiambers .n me Fib Fbar has a general circulation in said County and has been Assembly Room Weird CoanlY Centennial Center 9155 10th Street continuously and uninterruptedly published therein,during Grreley Colorado on the bay and 10th at me time specn N. The purpose of a period of at least fifty-two consecutive weeks prior to the the hearing will te receive written and oral comment from me public first publication of the annexed notice; that said newspaper concerning the proposed anneal budget for fiscal year 2020 as is a newspaper within the meaning of the act of the General =mtm ed d that proposed budget summarized below. Assembly of the State of Colorado, entitled "An Act to DATE regulate the printing of legal notices and advertisements," TDecember 13. 1999-Monday and amendments thereto; that the notice of which the 900 AM annexed is a printed copy taken from said newspaper, was AI'interested;b senior a=eon group, hen ciiZens organ,ale ns published in said newspaper, and in the regular and entire representing a ineete uaof s nior nd issue of every number thereof, once a week for / to submit comments successive weeks; that said notice was so published In said SUMMARY OF PROPOSED'1000 O BUDGET newspaper proper and not in any supplement thereof, and COUNTY OF WELD COLORADO that the first publication of said notice as aforesaid, was on REVENUE SOURCES AMOUNT the n day of //t��' 1999 and the last on Properly roses g 35 871 pBa , day o f Nov v 1999 Other Revenues 6,286,228 __._l_-_ __-_ 777 Intergovernmental Revenue PELTQN PUAILISHING COMPANY LLC 2,922,284 Ambulance Fees 4604959 +_IN\ Internal Service Charges ,J Y. --._-.-..- 6129.189 BY: Sub TotalRevenue 92813744 Ruth Pelton-Roby, Manager B gillrung Fad Balance Subscribed and sworn to before me thisiz day of 15982461 , GRAND TOTAL $108,796,205 N C 1/ ' 1999 APPROPRIATIONS Tff-ki.L T 5 -J.- i L•./_ General Fund $ 38.566795 jj _ Special Revenue Fonds 47302026 Notary Publid C Funds 27;5000 (24�� ( Sr ua I Internal Service Funds 6,269.189 Sub Total Appropriations 59,480369 Ending Fund Balances 9 315 836 GRAND TOTAL$108796,205 A copy of eu bl°rmatue the entire proposed budget and addomeal background materials are available for public nspection from 800 A M to 500 PM weekdays in the Office of the Clerk to the Board Thud Floor Weld County Centennial Center his f., ... 10th Street Greeley Colorado BOARD OF COUNTY COMMISSIONERS L WELD COUNTY COLORADO t O r_ DATED October I, 1999 PUBLISHED November f• 1999 in the South Weld Sun EXHIBIT INVENTORY CONTROL SHEET HEARING: 2000 FINAL BUDGET Exhibit Submitted By Exhibit Description A. Don Warden Changes to Recommended Budget B. John Folsom Letter and Property Tax Revenue Limit Calculations Worksheet C. D. E. F. G. H. J. K. L. M. N. 0. P. Q. R. S. T. U. V. EXHIBIT A 2000 BUDGET CHANGES TO RECOMMENDED BUDGET Balance $ 0 Victim Witness: Upgrade (8,188) VALE Revenue 8,188 Communications: FAA Tower Revenue 4,800 10/11/99 BALANCE $ 4,800 Housing Authority: Rent Revenue $ 15,996 Sheriff: Interpreter (1,500) Traffic Sign (13,000) Outside Agencies: Radio Reading Service (7,500) CDSI (7,977) 10/12/99 BALANCE $ (9,181) District Attorney: Bad Check Revenue $ (7,200) Salary Adjustments: Missile Site 217 Engineering 16,252 10/14/99 BALANCE $ 88 EXHIBIT 7050 Loma Linda Ct. Longmont CO 80504 303 833 2992 December 10, 1999 Weld Board of County Commissioners P O Box 758 Greeley CO 80632 Subject: Reporting TABOR compliance requirements Dear Commissioners: My Letter of 12/3/99 requested the figures used to determine the County's TABOR revenue compliance in the year 2000 budget be included in the budget or published elsewhere. Enclosed are copies of"Property Tax Revenue Limit Calculations", "Steps to calculate the TABOR limit", "TABOR fiscal Year Spending" and "Steps to calculate the `5.5%' Limit" worksheets" Division of Local Government, received from the Sate Auditor's office which could be used as formats for presenting these figures. It is understood that the 5.5% limit requirement is not part of TABOR but a requirement elsewhere in the statutes. In any case, I would appreciate receiving the County's TABOR compliance calculations and feel that publishing them would be of value in promoting understanding by the public when they receive their next property tax bills in January. Very truly yours, a -- - John S. Folsom PC: Don Warden tabor5.doc 4. EXHIBIT B PROPERTY TAX REVENUE LIMIT CALCULATIONS WORKSHEET ("5.5%"limit in 29-1-301,C.R.S.,and the TABOR limits,Art. X, Sec. 20(4)(a) and(7)(c),Colo.Const.) The following worksheet can be used to calculate the limits on local government property tax revenue. Data can be found on the Certification of Valuations (CV) sent by the county assessor on August 25 of each year, unless otherwise noted. (Note for multi-county entities: If a taxing entity is located in two or more counties, the mill levy for that entity must be the same throughout its boundaries,regardless of county boundaries(Uniform Taxation.Article X,Section 3,Colo.Coast.). This worksheet can be used by multi-county entities when the values of the same type from all counties are added together.) Data required for the "5.5%" calculation (assessed valuations): 1. Previous year's net total assessed valuation $ 2. Previous year's revenue $ 3. Current year's total net assessed valuation $ • 4. Current year's increases in valuation due to annexations or inclusions, if any $ 5. Current year increase in valuation due to new construction, if any $ 6. Total current year increase in valuation due to other excluded property $ 7. "Omitted Property Revenue" from current war C.V. ' $ 8. "Omitted Property Revenue" from prior year C.V. ' 9. Current year's "unauthorized excess revenue," if any 6 Data required for the TABOR calculations (actual valuations): 10. Total actual value of all real property $ 11. Construction of taxable real property $ 12. Annexations/Inclusions $ 13. Increase in mining production S 14. Previously exempt property $ 15. Oil or gas production from new wells $ 16. Taxable property omitted(from current year's C.V.) $ 17. Destruction of property improvements $ 13. Disconnections/Exclusions $ 19. Previously taxable property $ 20. Abatement/refund dollar value, if any S 21. Inflation % (This number will not be released by the U.S.Bureau of Labor Statistics until March of next year. Forecasts may be obtained by contacting the Division of Local Government(303) 866-2156.) There will be a difference between net a.v. and gross a.v. only if there is a"tax increment financing"entity,such as a Downtown Development Authority or Urban Renewal Authority,within the boundaries of the jurisdiction. For the "5.5%" limit only (Part A of the Form), this is the lesser of: (a) the total amount of dollars levied for general operating purposes on the net assessed valuation before deducting any Temporary Tax Credit[if Form DLG 70 is used,this figure is on line 1.],or(b)last year's"5.5%"revenue limit. For the TABOR property tax revenue limit(Part C), use(a) from above. }Increased production of producing mine,previously exempt federal property,or new primary oil or gas production from any oil and gas leasehold or land. NOTE: These values may not be used in this calculation until certified to, or applied for, by filing specific forms with the Division of Local Government [forms can be found in the Financial Management Manual,published by the State Auditor's Office or contact the Division of Local Government]. Taxes paid by properties which had been previously omitted from the tax roll. This is identified as"taxes collected last year on omitted property as of Aug. 1" on the CV received by local governments from the assessor. 5 This figure is available on the CV which you received from the assessor last year. 6 This applies only if an"Order" was issued by the Division of Local Government in the current,year to reduce the property tax revenue to be levied in December, for collection next year,pursuant to 29-1-301(6),C.R.S. - Page I DLG53a(Rev. 8/99) Appendix - Revised 9/99 C-9 A. Steps to calculate the "5.5%" Limit (refer to numbered lines on the previous page): Al. Adjust the previous year's revenue to correct the revenue base: $ + $ = $ Line 2 Line 8 Previous year's adjusted property tax revenue base A2. Calculate the prior year's tax rate, based upon the adjusted revenue base: 5 = $ _Line Al Line 1 Adjusted Previous Year's Tax Rate' A3. Total the assessed valuation of all the current year"growth" properties: s $ + $ + $ _ $ Line 4 Line 5 Line 6 Total"growth"properties A4. Calculate the revenue that growth properties would have generated had they been taxed in the prior year : $ X = $ Line A3 Line A2 Revenue from"growth"properties' A5. Expand the Adjusted Revenue Base (Line Al)by the "revenue" from"growth"properties: $ + $ _ $ Line A4 Line Al Expanded revenue base A6. Increase the Expanded Revenue Base (Line A5) by allowable amounts: [ $ X 1.055 ] + [ $ + $ ] Line A5 Voter-Approved Revenue Increase 10 DLG-Approved Revenue Increase _ $ Expanded Revenue Base A7. Current Year's Revenue Limit: $ $ = $ Line A6 Line 7 Current Year's "5.5%"Revenue Limit" A8. Adjust Current Year's Revenue Limit by any amount levied over the limit in the prior year: $ $ = $ 12 Line A7 Line 9 Reduced Current Year's 5.5% Limit. This is the maximum allowed to be levied this year. A9. Calculate the mill levy which would generate the Adjusted Revenue Limit (Line A8): $ _ $ X 1000 = (Round to 3 decimals) Line A8 Line 3 Mill Levy 'If this number were multiplied by 1000 and rounded to three decimal places, it would be the mill levy necessary in the previous year to realize the revenue in line Al. 'The value of these properties are"excluded"from the"5.5%"limit,according to the statute. 9This revenue is theoretically what the jurisdiction would have received had those"excluded"properties been on the tax roll in the previous year. 10This figure can be used if an election was held to increase property tax revenue above the"5.5%"limit. ''Rounded to the nearest whole dollar,this is the statutory("5.5%")property tax revenue limit. 12This amount is what DLG will use to compare to what was levied. Page 2 DLG53a(Rev. 8/99) Appendix - Revised 9/99 C-10 Steps to calculate the TABOR limit (refer to numbered lines on page one): • B. TABOR "Local Growth" Percentage B 1. Determine net growth valuation: $ - $ = 3 Lines 11+12+13+14+15+16 Lines 17+18+19 Net Growth Value B2. Determine the (theoretical) valuation of property which was on the tax roll last year: $ - $ = Line 10 Line B1 B3. Determine the rate of"local growth": $ _ $ _ (Round to three decimal places) Line B1 Line B2 Local Growth Rate B4. Calculate the percentage of local growth: x100 = °io Line 83 C. TABOR Property Tax Revenue Limit I CI. Calculate the growth in property tax revenue allowed: $ x % = $ Line 2 Line B4+line 21 Increase allowed (Page 1, footnote 2(a)) C2. Calculate the TABOR property tax revenue limit: $ + $ _ $ Line 2 Line CI TABOR Property Tax Revenue Limit C3. Calculate the mill levy which would generate the TABOR Property Tax Revenue Limit(Line C2): $ + $ ] X 1000 = (Round to 3 decimals) Line C2 Line 3 Mill Levy D. Which One To Use? There is general agreement among practitioners that the most restrictive of the two revenue limits ("5.5%" or TABOR) must be respected, disallowing the levying of the greater amount of revenue which would be allowed under the other limit. Therefore, one must decide which of the two limits is more restrictive. Compare Line A8 to Line C2. The lesser of the two is the more restrictive revenue limit. NOTE: TABOR(4)(a)requires prior voter approval to levy a mill levy above that of the prior year. This is a third limit on property taxes that must be respected, independent of the two revenue limitations calculated above. If the lesser of the two mill levies in A9 and C3 is more than the levy of the prior year, it is possible that neither of the revenue amounts may be generated, and that revenues must be lowered to comply with this third limit. 'This section is offered as a guideline only. The Division of Local Government is required by law to enforce 5 the"53%" limit,but does not have any authority to define or enforce any of the limitations in TABOR. Page 3 DLG53a(Rev. 8/99) Appendix - Revised 9/99 C-11 TABOR FISCAL YEAR SPENDING WORKSHEET The following terms are used in TABOR (Art. X, Sec. 20, Colo. Const.) and may be different for each jurisdiction, depending upon local interpretation. For further information on their meaning, local governments should contact their attorney or accountant, state association, or Division of Local Government at 303/866-2156. DATA ELEMENTS NEEDED FOR CALCULATIONS: a. Inflation % (This number must be forecast,since the U.S.Bureau of Labor Statistics does not give it out until March of next year. Sources for forecasts may be obtained by contacting the Division of Local Government.) b. Local growth % (Items"c"through p" might be found in your local government's budget,financial statements or accounting system.) c. Total expenditures $ d. Total "reserve increases" $ e. Total "reserve expenditures" $ f Total "reserve transfers" $ gg Total refunds $ h. Total gifts $ i. Total federal funds $ J. Total collections for another government $ k. Total pension contributions by employees $ 1. Total pension fund earnings $ m. Total damage awards $ n. Total property sales $ o. Lottery proceeds (CTF and/or GOCO Funds) $ p. Voter-approved revenue changes $ TABOR "Fiscal Year Spending" Limit Calculation (NOTE: Because of the special treatment that "reserve increases" receive in this calculation, many practitioners view this "fiscal year spending" limit as an overall revenue limitation to be used besides the property tax revenue limitations.) 1. $ + $ = $ Line c Line d 2. $ - $ _ $ Line 1 Total of lines e through p Fiscal year spending base 3. $ x % _ $ Line 2 Total of lines a+b Spending increase allowed 5. $ + $ _ $ Line 2 Line 3 "Fiscal year spending" limit TABOR Emergency Reserve Calculation 6. 3% of$ _ $ Line 5 Emergency reserve Appendix - Revised 9/98 C-13 Hello