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HomeMy WebLinkAboutCouncil Information Memorandum 10-09-1987n C IT Or PLYMOUTR CITY COUNCIL INFORMATIONAL MEMORANDUM October 9, 1987 UPCOMING MEETINGS AND EVENTS..... 1. HRA PUBLIC HEARING -- Tuesday, October 13, 6:30 p.m. The Housing and Redevelopment Authotity will meet in the City Council conference room. Agenda attached. (M-1) 2. BOARD OF ZONING -- Tuesday, October 13, 7:30 p.m. The Board of Zoning Adjustments and Appeals will meet in the City Council chambers. Agenda attached. (M-2) 3. PARK & RECREATION ADVISORY COMMISSION -- Wednesday, October 14, 7:30 p.m The Park and Recreation Advisory Commission will meet in the City Council conference room. Agenda attached. (M-3) 4. PLANNING COMMISSION -- Wednesday, October 14. The Planning Commission Forum will begin at 7:15 p.m., with the regular Planning Commission meeting following at 7:30 p.m. in the City Council chambers. Agenda attached. (M-4) 5. NEXT COUNCIL MEETING -- Monday, October 19, 7:30 p.m. 6. MEETING CALENDARS -- Meetings calendar for October and November are attached. M-6 FOR YOUR INFORMATION... 1. TOWN MEETING AGENDA -- The tentative agenda for the November 9, 1987 Town Meetingfor rea 8 is attached for Council review. If the Council has recommendations for the agenda, please let Laurie know by October 20 in order that we can complete the invitations for the meeting. A City map outlining Area 8 is also attached. (I-1) 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447, TELEPHONE (612) 559-2800 CITY COUNCIL INFORMATIONAL MEMORANDUM October 9, 1987 Page two 2. MINUTES: a. Planning Commission, September 22, 1987. (I -2a) 3. DEPARTMENT REPORTS -- The following department activity reports for September are attached: a. Police Department (I -3a) b. Fire Department (I -3b) 4. PUBLIC SAFETY INFORMATION PROVIDED TO APARTMENTS & CONDOMINIUMS: a. Apartment Security -- The attached handout on apartment security and crime prevention was developed specifically for Four Seasons Villa apartment residents by Darrel Anderson, Community Relations Officer. Darrel reports that the apartment management had requested the material and is pleased with the final results. The management plans to distribute the handout at upcoming meetings with its residents. (I -4a) b. Ordinance Amendment on Barbecues -- Letters have been sent to Plymouth apartment condominium owners and managers requestinq their assistance in distributing to their residents a notice on the change in the City's ordinance concerning the use and storage of barbecues. A copy of the letter is attached. (I -4b) 5. MLC PROPERTY TAX BOOKLET -- Attached is a draft of the Municipal egis ativeommission s tax booklet, "A Guide to Minnesota's New Property Tax System". The MLC Operating Committee is looking for comments on the booklet. Any comments the Council may wish to make, I will forward to the Committee. (I-5) 6. SIM RAMSTAD -- The October issue of Money magazine included a special report on family estate planning in which dim Ramstad and his family were featured. A copy of the article is attached. (I-6) 7. COUNCIL FOLLOW-UPS: a. Begin Salvage Yard -- On October 7, Frank Boyles, Tom Saba and Dick Cariquist met with Larry Begin to discuss the progress to date of the salvage yard cleanup. Attached is a letter sent to Mr. Begin from Frank Boyles which confirms future cleanup timelines agreed to at the October 7 meetinq. (I -7a) b. County Road 61 Park -- The attached letter from Merilee Riley, President, Her tage Highlands HOA, declines the City's invitation to participate in a dedication ceremony for the C.R. 61 park because of a number of safety concerns the Homeowners Association has with the new park. The concerns raised by the Homeowners Association relate to the park path and play equipment placements, and park access. Ms. Riley requests a CITY COUNCIL INFORMATIONAL MEMORANDUM October 9, 1987 Page three meeting with the City to discuss these concerns. After receiving Ms. Riley's letter, Eric Blank prepared the attached memorandum recommending further discussion and review of the concerns expressed by the Homeowner's Association. (I -7b) c. Highway 101 Retaining Wall -- Mayor Schneider was recently contacted by Mrs. Margaret Crowder, 17720 - 6th Avenue No., to request improvements to the appearance of the Highway 101 retaining wall. As the Council will recall, several years ago in response to resident complaints of graffiti, the City planted ivy along the wall. However, the ivy was unable to establish itself, and many of the plantings died. Mrs. Crowder has recommended that a brick veneer be applied to the wall, or in the alternative, the City fill in the ivy planting area with concrete. Attached is my letter to Mrs. Crowder responding to the recommendations. (I -7c) d. Fire Apparatus Bid -- Attached is a letter to Luverne Fire Apparatus Company advising of the Council's decision to defer the awarding of bid for fire apparatus to the October 19 meeting. (I -7d) e. Police Activities/Response Time -- In 1986, the Council prioritized police activities requiring a response time of five minutes of less. Attached is a memo from the Public Safety Director which provides statistics for the period August 1, 1986 through duly 31, 1987 on the activities identified by the Council. (I -7e) 8. PLYMOUTH EMPLOYEES -- I have received the following correspondence on City employees: a. Letter of congratulations to Susan Mauderer, Appraiser, on receiving the Residential Evaluation Specialist designation from the International Association of Assessing Officers. Sue is one of only twelve assessment personnel in the State of Minnesota to attain this designation. (I -8a) b. Letter from Ms. Peggy Violet thanking a Plymouth police officer for assistance in unlocking her vehicle. (I -8b) 9. CORRESPONDENCE: a. Letter from Mr. and Mrs. M. R. Risberg, 710 Cottonwood Lane, to Councilmember Crain, regarding the Prime Development shopping center plan adjacent to their property. (I -9a) b. Letter from Alan Perlman, Jr., 2820 Medicine Ridge Road, providing further comment to his letter of September 26 on the City's parking ban ordinance. (I -9b) CITY COUNCIL INFORNATIONAL MEMORANDUM October 9, 1987 Page four C. Letter from Dan Scherer, Scherer Sanitation, to City Council, commenting on organized collection. (I -9c) d. Letter from Sohn Griffith, Trammell Crow Company, thanking City staff for assistance in the approval process for the Carlson Center 8th Addition. (I -9d) e. Letter from Fred Moore thanking Hennepin County Transportation Department officials for their prompt action in modifying the traffic signal at County Road 10 and Zachary Lane. (I -9e) James G. Willis City Manager 0GW: Jm attach A G E N D A PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY PUBLIC HEARING/SPECIAL MEETING October 13, 1987 6:30 P.M. I. Roll Call II. Approval of Minutes for September 24, 1987 III. Public Hearing on Unexpended CDBG Funds for Year XII IV. Section 8 Program Management Review Update V. Elderly Housing Site, Draft Request for Proposal Responses VI. Other Business VII. Adjournment: 8:00 P.M. AGENDA Board of Zoning Adjustments and Appeals Tuesday, October 13, 1987 1. CALL TO ORDER 2. ROLL CALL 3. APPROVAL OF MINUTES 4. NEW BUSINESS Y' \ — WHERE: Plymouth City Center Council Chambers 3400 Plymouth Blvd. Plymouth, Minnesota 7:30 P.M. September 8, 1987 A. Barry Rohweder. Variance from the minimum front yard setback for property located at 10015 26th Avenue North. (10-01-87). B. Larry Totman. Variance from the minimum side yard setback for property located at 15510 9th Avenue North. (10-02-87). C. Harbor Lane Properties. Variance from the minimum sign setbacks for property located at 3200 Harbor Lane North. (10-03-87). D. John Billman. Variance from the minimum front yard setback for property located at 2770 Evergreen Lane North. (10-04-87). 5. OTHER BUSINESS 6. ADJOURNMENT Regular Meeting of the Park and Recreation Advisory Commission October 14, 1987, 7:30 p.m. Council Conference Room AGENDA I. Call to Order 2. Approval of Minutes 3. Visitor Presentations a. Athletic Associations b. Staff C. Others 4. Report on Past Council Action a. Approved Going Out for Bids - Parkers Lake Pavilion 5. Unfinished Business a. Parkers Lake Pavilion - Review Bids (Del Erickson) 1) Update Phase II Construction b. Neighborhood Parks Update (Amhurst, Rolling Hills, County Road E1) C. 1987 Trail Projects Update d. Lions Park Play Equipment e. Review Trail and Sidewalk Standards E. New Business a. Neighborhood Park Siting - Northwest Selection (Co Rd 9 & 494) b. Petition from District 284 Youth Hockey c. West Medicine Lake Drive Trail Study from Strgar-Roscoe d. Letter from Heritage HOA - County Road 61 Park 7. Commission Presentation 8. Staff Communication 9. Adjournment Next Meeting - November 12 PLANNING COMMISSION MEETING AGENDA WEDNESDAY, OCTOBER 14, 1987 WHERE: Plymouth City Center 3400 Plymouth Boulevard Plymouth, MN 55447 CONSENT AGENDA All items listed with an asterisk (*) are considered to be routine by the Planning Commission and will be enacted by one motion. There will be no separate discussion of these items unless a Commissioner, citizen or petitioner so requests, in which event the item will be removed from the consent agenda and considered in normal sequence on the agenda. 1. PUBLIC FORUM 7:15 P.M. 2. CALL TO ORDER 7:30 P.M. 3. ROLL CALL 4.* CONSENT AGENDA 5.* APPROVAL OF MINUTES Planning Commission Minutes, September 22, 1987 6. PUBLIC HEARINGS A. Mary Schlenz. Conditional Use Permit to operate a soup and sandwich shop with take-out service in the Cottonwood Plaza Center at the southeast corner of County Road 9 and Vinewood Lane. (87104) B. John Stencel, Mutual Investment Properties. Site Plan and Conditional Use Permit for the construction of an 18,825 sq. ft. office/warehouse building at the northeast corner of 28th Avenue North and Ranchview Lane. (87103) C. Amoco Oil Co. Rezoning, General Development Plan, Preliminary Plat, Final Plat, Conditional Use Permit, Variance and Site Plan for property located at the southeast corner of I-494 and County Road 9. (87062) D. Zoning Ordinance Textual Amendments 7. NEW BUSINESS A. George Daniels, Boulder Properties, Inc. Site Plan and Variance for the construction of a bank facility located on the southeast corner of County Road 9 and Vinewood Lane North. (87100) B. Robert and Mary McAuliffe. Lot Consolidation/Lot Division and Variance of two platted lots at the northwest corner of County Road 18 and 18th Avenue North. (87065) *C. Michael McNeely, Pheasant Trail Townhouses. Site Plan for the construction of a 24 -unit townhouse development south of 53rd Avenue North and east of Ximines Lane. (87107) 8. OTHER BUSINESS Zoning Ordinance Amendment 9. ADJOURNMENT 10:30 P.M. 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Z 0~rrl nC W > ofr� �+ W V) H O �) n C H C37 H r, � n 4 C!'i jJ Cn � N m a F -r o W -< n oCm � N r n -o rrn pr _ H ��'H A) co m-< v D O i z "v 7—i).. n �. UR co E m m In �-+ m -n o `^ moi/ n z N rn _ 10N ncD_.1 d't7 I Wp w `O N T 10 00 H G n VJ �T7 lO`/ owo``oNE. Vl O _V l m l ' _ _ ! "n C =ao W -� z O H vN OD O n m U O N vi fn (n I ' I I I V J �M W TOWN MEETING AGENDA AREA EIGHT November 9, 1987 7:00 p.m. I. THOROUGHFARES A. County Road 6, I-494 Interchange B. Highway 55, I-494 Interchange C. County Road 6, Xenium Lane to Highway 101 D. County Road 9, Vicksburg Lane to I-494 I. PARKS A. Park and Trail System Plan B. Plymouth Creek Park C. Amhurst Area Neighborhood Park D. Parkers Lake Playfield and City Park I. HOUSING & DEVELOPMENT A. Kingsview Heights B. Creekside of Plymouth C. Downtown Plymouth D. Parkers Lake Planned Unit Development V. PUBLIC SAFETY A. Police/Fire Report B. Neighborhood Watch Program V. OTHER ITEMS A. Public Transportation feedback - Plymouth Metrolink B. City Council meetings on cable television channel 37 C. Solid Waste Recycling 1 W Y tr � � V Z N 0 u POMERL E.4CI , TH AVE > LAKE Io AND I SAUL 7 E NO PLYkC BAPTit W LU Z qx x l i CH t ■ Z a ASCEHSioN �{ i Q J LUTHERAN x 9? J CHURCH < a ¢ J O 6 J x Cif T/.S >E J S• RA O N LA W 0 i A 45TH ; � ROCKFORD ROAD PLY TURTL E COVE L AKE S CHU Z ? 0 41SAVE. N0. < 1 a f. • � z Z w � -- - --- - /6 SAI Q __ _ AVE 0 �o A CO. — CO. iAV Iq TH Y' A C. Y Z T T. JOSEPH A!LE- 37TH V PKMOUTH J �Z � � L J J 38TH AVE TH AVE. L 00 H AV H O L, 1��V�� to H a a 35THAVE' o--- 9y CITY HALL Z .VE. 55 a �lD�4W �sT a " 0 4 x 34 TH AVE�,NO a 2A �UFFICEQ Z ` R z O0 3 Q i D t BAPTIS C CH. W J Z t A AVE ■ AVE. N a 32 a a t'0 40 P- 20 r 3 11 yf a a J c y - 30 T AVE T 4 w o F r gyp. 9TH w z H AVE. S H Y W J 20 ~ R a x p 0 TH AVE. N TH �AVE H 28 W tel• J w Y 27TH N t w Z �: h E� L - A E AY i a J 3 27 TM AVE. N 6 T/ TM AV �H Y 6 A 24T H' AVE. ¢ p 7T.� V - _ ~ _ _ _ _ Y y V OF .4 a V E 0eP m 25TH ` g H �6 PUBLIC Z AVE _ �a�m WORKS W a ■ GARAGE LL 4 TH AVE NO. '_ Y OCK s a 23 RD AVE N0. 27R E. u°� Lr I KE ME ] [�% o� P T a INDUST JAL PARK BLVD. [] E arra Z 21ST PN a a srH aC - R LN -- :� PARKER AVE w R OW R CJR - Z LAKE Q 6 f�LtKY ♦ , J. 7TH Jj = SCHOOL N0_ \ I C w x 5. R I TH AVE MI __V' CITY OF PLYMOUTH PLANNING COMMISSION MINUTES SEPTEMBER 22, 1987 The Special Meeting of the Plymouth Planning Commission was called to order at 7:30 P.M. MEMBERS PRESENT: Chairman Steigerwald and Commissioners Wire, Stulberg (arrived at 8:30 P.M.), Zylla, Marofsky, and Pauba MEMBERS ABSENT: Commissioner Plufka STAFF PRESENT: Planning Director Blair Tremere Community Development Coordinator Ray Anderson Assistant City Engineer John Sweeney Planning Secretary Grace Wineman *MINUTES MOTION by Commissioner Wire, seconded by Commissioner MOTION TO APPROVE Marofsky to approve the September 9, 1987 Planning Commis- sion Minutes as submitted with a modification and correction to page 212, MOTION to Amend should read: "Fencing shall be installed along the lot lines for Lots 16 and 17, Block 2, to the north line of Outlot E." VOTE 4 Ayes. Commissioner Pauba abstained. MOTION carried. VOTE - MOTION CARRIED *CONSENT AGENDA MOTION by Commissioner Wire, seconded by Commissioner MOTION TO APPROVE Marofsky to approve the Site Plan for Robert Worthington, Opus Corporation for an office/warehouse located east of Niagara Lane and north of 28th Avenue North, subject to the conditions listed in the September 16, 1987 staff report. VOTE 5 Ayes. MOTION carried. Chairman Steigerwald stated that the Lot Consolidation/Lot Division and Variance application (Item 6-B) requested by Robert and McAuliffe is deferred at the request of the petitioner. Mr. McAuliffe was out of the country and had not had sufficient time to respond to the staff report. PUBLIC HEARINGS Chairman Steigerwald introduced the request by Craig Scherber for "Meadows of Bass Lake". An overview of the September 11, 1987 staff report was provided by Coordinator Anderson. He explained the requests and noted the require- ment for dedication of all rights-of-way with the initial final plat. -216- VOTE - MOTION CARRIED CRAIG SCHERBER REZONING, COMPREHEN- SIVE PLAN AMENDMENT AND PRELIMINARY PLAT (87059) Page 217 Planning Commission Minutes September 22, 1987 Commissioner 7ylla inquired about the issue of lot width requirements for Lots 9, 10, and 11 and the combination of R -1A and R -1B Zoning. Coordinator Anderson explained that one option suggested by staff would be that these three lots be reduced to two lots to meet the minimum R -1A standards for lot width. The Ordinance does indicate a unit of R -1A and R -1B lots is appropriate. Chairman Steigerwald introduced Mr. Tom Loucks, Loucks & Associates, representing the petitioner. Mr. Loucks intro- duced Mr. Craig Scherber, Mr. Todd Rapp, legal counsel, and Dave Putnam, engineer. Mr. Loucks provided background information on the project, noting specific concerns the petitioner is requesting the Commission to address, including his exception to some of the requirements which seem inconsistent or not based on Ordinance requirements. Regarding Lots 9, 10, and 11, they met with staff and indi- cated their choice for R -1B (low density residential) zoning because this property does not lend itself to a Planned Unit Development status. They were certain they were eligible for the R -1B zoning classification. Their development plan was prepared and submitted prior to the City's amending the Ordinance in 3uly of this year; and, they believe the request should be reviewed under the Ordin- ance standards in effect at the time of submittal. They stated that deleting one lot would constitute a significant dollar loss. Twenty of the lots exceed the R -1A Ordinance standards for lot size of 18,500 sq. ft.; 5 lots do not meet the R -1A standards. Mr. Loucks explained the petitioner's concern regarding compliance with the Engineer's Memorandum; objections per- tain to the special conditions required under No. 24., (A. B., and D) regarding grading and seeding for Northwest Blvd. and Schmidt Lake Road; and, the ponding requirements. He explained that a rezoning request has not been made for the LA -3 guided area of the property. They understood they would not be held responsible for the ponding; however, the City required the pond design to be shown on graphics for this development proposal. Director Tremere stated the Engineering Department is firm regarding these requirements; and, from a planning perspective, the conditions are appropriate and consistent with City Policies. Page 218 Planning Commission Minutes September 22, 1987 Mr. Loucks stated it is unreasonable to ask the petitioner to grade for roads that will not be constructed for many years, and the pond will also require redesign on future development plans. Chairman Steigerwald inquired if the petitioner would consider an R -1B zoning classification for the entire project; except for Lots 9, 10, and 11, Block 1 which would be zoned R -1A, with a variance granted for lot width? Mr. Loucks stated they would find this acceptable. Commissioner Wire inquired whether all other lots would be a minimum width of 110 ft. width? Mr. Loucks stated the interior lots have 90 ft. width and the end lots are 110 ft. in width. Mr. Loucks introduced Todd Rapp, Attorney. Mr. Rapp, 100 So. 5th St., stated that he Engineer's Memorandum raises several issues regarding dedication. He noted particularly the dedication required for Schmidt Lake Road, a minor arterial; and riqht-of-way for Northwest Blvd./County Road 61, also designated a minor arterial. He reviewed the requirement to construct a storm water hold- ing facility. He presented copies of the District Court Findings of Fact for the case, Robert E. Middlemist, Jr., and Merry J. Middlemist versus the City of Plymouth. Mr. Rapp discussed the Transportation Element of the City's Comprehensive Plan relative to traffic projections noting that the proposed for single family dwellings will con- tribute less than 1% to estimated traffic volumes. He said Mr. Scherber does not object to the 50 ft. right-of-way for Schmidt Lake Road; there is an objection to dedication of right-of-way for County Road 61 which would be in excess of three acres; and, which is not needed now nor will itbenefit his development. The required grading seems to be out of proportion to the size of the development and questionable in light of City Assessment Policy. Mr. Rapp cited a court finding in another case, Mendota Inc., versus the City of Plymouth, about requiring improvements prior to development. Mr. Rapp stated these requirements will place a tremendous financial burden on the petitioner; the costs are out of line. Mr. Dave Putnam, Engineer for the petitioner, has reported that all of the storm water drainage needs are taken care of by the gravity drainage facilities provided on site. The only reason to adjust the drainage facility would be the prospective grading suggested by City staff. _=_ Q___'I Page 219 Planning Commission Minutes September 22, 1997 Mr. Rapp cited court decisions and State law reiteratingthat the City's requirements as set forth in the Engineer's Memorandum are unreasonable. Chairman Steigerwald stated that the Planning Commission has no authority to make decisions regarding financial or legal considerations of a planning application. The City Council considers and acts on these issues. Mr. Tom Loucks suggested that as these issues are included in the report to the Commission; the Commission's recom- mendations should relay their "feelings" to the Council on these matters. Chairman Steigerwald stated that City staff acts for both the Commission and Council; the report includes information pertinent to each application for review by the Planning Commission and City Council. Chairman Steigerwald opened the Public Hearing. Sohn Cochran, 5415 N. Norwood Lane, not present. Rodney Dallin, 12400 50th Avenue North, inquired about the schedule of construction for County Road 61 and Schmidt Lake Road. Chairman Steigerwald stated that as a City project it is not under consideration with this application; the discussion relating to this application is only for rough grading. Mr. Dallin inquired about the proposed multi -family units. Chairman Steigerwald explained this property would be rezoned and final platted in the future when utilities are available to the property; and, that the property is guided for higher density. Mr. Dallin stated concern that the larger lot size be main- tained to protect property values. He further stated that it is his opinion that the drainage in this area "is a shambles". He has had standing water on his property and he wants something done to assure there will be no creek over- flow as has happened on many occasions. Mr. Dave Putnam, consulting engineer, presented graphics for the drainage plan for this proposal. Mr. Dallin stated he is in favor of the requirements for the ponding area. He inquired to whom he should speak regarding safety factors for a railroad crossing? Director Tremere stated he should contact the Public Safety Department. Page 220 Planning Commission Minutes September 22, 1987 Jim Dewey, 5025 Norwood Lane, stated his concern with the multi -family dwellings and inquired about the zoning for the area north of the railroad tracks. Director Tremere explained that the land along Pineview is guided LA -1 and will likely have single family residences; the land to the west of proposed County Road 61 which includes part of the property for this development, cannot develop at this time. It is a higher density classifica- tion. With the extension of sewer and water, the zoning will allow multiple housing, but type and style will depend on the design at the time the property is ready for develop- ment, the allowable density would be 6 units per acre. He explained the significance for this area for future plan- ning, such as the anticipated road alignment. He explained Planned Unit Developments, (40 acres or more) which by desiqn may have smaller lots. Debbie Jones, 12464 54th Avenue North, stated increased density is a concern, especially the impact on neighbohood streets and traffic volumes. The streets in this area are busy now and safety for children should be a major concern. She inquired if approval for this proposal would set a precedent allowing rezoning that would increase density? Chairman Steigerwald explained that approval for this development plan would include only one additional lot in the LA -1 portion of the development; and, that the develop- ment must meet the criteria for the R -1A and R -1B Districts as stated. The rezoning consistent with the guiding would take effect with the filing of the Final Plat. Lee Miles, 5420 Norwood Lane North, stated he is less concerned about the people who will live in these develop- ments; but, is concerned about the people who are building "for profit". He requested an explanation of the FRD (future restricted development) District; this was provided by Director Tremere. Mr. Miles stated the people living there now want to maintain the character of the existing neighborhoods. Chairman Steigerwald explained that R -1B zoning would allow lots that would be slightly smaller; however, it would not necessarily mean that smaller homes would be built. Mr. Miles stated that higher density on the same amount of land is not in the City's best interest. He expressed his concerns regarding construction of Schmidt Lake Road. Paqe 221 Planning Commission Minutes September 22, 1987 Carla Miles, 5420 Norwood Lane North, stated it is obvious that the residents' main concern and the reason they are here is because of the proposed multi -residential units. It seems to her that the 12-plexes are being "conveniently tabled?" Chairman Steigerwald explained that the property for the multi -family dwellings is unserviced and will not be developed until such time that utilities are available; it is required, however, that the developer show conceptually how this property can develop in the future. Ms. Miles stated the residents want to maintain their property values; she has called the City reqarding the FRD Zoning District; and, she checked with the construction company and the real estate company regarding undeveloped property in the area and was told it would be single family. Now we are getting smaller lots, more density, and 12-plexes; the residents do not want multi -family dwellings. The Land Ilse Guide Plan was reviewed. Approved Planned Unit Developments near this site were described and it was explained that these lots are less than the required minimum lot size for conventional development. Wallace Urbanski, 12515 52nd Avenue North, stated he received a "flyer" that contained information that the whole site is to be rezoned, and he is also concerned that this issue is being "tabled". Chairman Steigerwald again explained the requirement that the developer show a plan with proposed present and future development, including that property which has no public utilities; and will be platted in the future. Mr. Urbanski stated he was "misled" by the notice. Frank Crowley, 5125 Pineview Lane, states he owns 5 acres on the west side of Pineview Lane. He stated water has backed up onto his property and inquired if the ponding required for this development will affect his property once again? Mr. Putnam, consulting engineer, stated the work to be done on this project will control the flow rate to the creek, the water will be stored and released at a slower rate. Assistant City Engineer Sweeney confirmed the storage would be required on site per the plans. Mr. Crowley stated he is concerned about the multi -family development and wants to keep children off his property. The developer should be required to install fencing. Page 222 Planning Commission Minutes September 22, 1987 Chairman Steigerwald closed the Public Hearing. MOTION by Commissioner Zylla, seconded by Commissioner Wire MOTION TO APPROVE to recommend approval of the Rezoning, Comprehensive Plan Amendment, and Preliminary Plat, subject to the conditions listed in the September 11, 1987 staff report, modifying Condition No. 11 to grant variances from the R -1A Zoning District Ordinance standards for lot width for Lots 9, 10, and 11, Block 1. The reasons for the variances include consistency with lot widths in the area, and good planning of the overall site. Roll Cal?. Vote. 4 Ayes. Commissioner Marofsky, abstained. VOTE - MOTION CARRIED MOTION carried. Chairman Steiqerwald introduced the request by Trammell Crow JOHN GRIFFITH Company. An overview of the September 9, 1987 staff report TRAMMELL CROW CO. was provided by Coordinator Anderson. REZONING, REVISED PRELIMINARY PLAT, Commissioner Marofsky inquired about the access drives to REVISED GENERAL Cheshire Lane rather than to 1st Avenue North. Assistant DEVELOPMENT PLAN City Engineer Sweeney stated the Engineerinq Department had SITE PLANS reviewed this issue; there is a cul-de-sac at the end of 1st CONDITIONAL USE Avenue North and extension of 1st Avenue North to the east PERMIT AND VARIANCE is not proposed now, so no problems are foreseen. FOR CARLSON TECH CENTER (87092) Chairman Steigerwald introduced Linda Fisher, Attorney, representing the petitioner. Ms. Fisher introduced the team of consultants who have worked on this project. She explained the history of the proposal; that Trammell Crow Company is now the developer for Carlson Center. Ms. Fisher stated they had conducted neighborhood meetings for both the residents of Plymouth and Minnetonka. She explained the "triangle" piece of land shown on the plans which is not a part of the development area at this time, but acquisition of the land is being considered. She explained the revised general development plan which includes less total square footage (222,500 sq. ft. vs 247,500 sq. ft. originally approved) with a higher percentage of office space. Ms. Fisher explained the master planning for the property in Plymouth and Minnetonka; the City of Minnetonka's concern with increased traffic on County Road 61; and, the future phases of development. An architectural rendering for Building A was shown. Ms. Fisher explained the variance proposal for a 32 ft. setback between the parking lot and the front property line which makes it possible to have a 30 ft. setback to the ajoining residential area to the north and emphasized the aesthetics and formal site planning. She stated the proposal meets the Variance criteria. She showed an alternate plan which was fully in compliance with the setback standards, but which had a reduced yard area at the residential area. Page 223 Planning Commission Minutes September 22, 1987 Ms. Fisher stated the conditions of approval have been reviewed and are acceptable to the petitioner. Condition No. 12 for the approval for Building 'A' requires screening of rooftop equipment. They have no problem with this, but propose that this be deferred to the time that each tenant occupies a space in the building rather than at the time the entire building is constructed. Chairman Steigerwald confirmed that the intent regarding Condition No. 12 for the approval of the Site Plan for Building 'A' is to allow exact placement for rooftop equip- ment to be established before the necessary screening and painting are accomplished. Chairman Steigerwald inquired about City procedure in these matters; Director Tremere stated the condition is based on the Ordinance standard which applies for this building which abuts a residential neighborhood. The Ordinance requires adequate screening and noise abatement techniques for rooftop equipment; and, those measures can be accomplished in stages. Chairman Steigerwald confirmed the request for the setback variance provides additional screening and an additional 10 ft. between the site and residential neighborhood to the north. The petitioner believes the buffering and landscap- ing would be an advantage to the community. Sohn Griffith, Trammell Crow Company, stated there are two issues: The micro -issue of the site itself to accommodate the building and parking; and the macro -issue of the relationship of the boulevard throughout Carlson Center. In response to the Chairman, Director Tremere explained that yard setbacks to drive aisles are different than those to parking stalls and this generates a dimensional difference. Chairman Steigerwald inquired, aesthetics aside, isn't there some other way for this plan to reflect the Ordinance stand- ards? Mr. Griffth stated that to strictly conform to the Ordinance standards creates a "poorer development" for the City, Trammell Crow, and the residents to the north. This adjustment creates a boulevard setting with better aesthetics. The "proof -of -parking" plan was discussed. Chairman Steigerwald inquired about accessibility for semi -trailer trucks and stacking. Mr. Griffth explained the lineup with a maximum area for six or seven trucks. He noted the build- ings are not designed for distributers. Chairman Page 224 Planning Commission Minutes September 22, 1987 Steigerwald inquired about consideration for a plan for a one-way entrance and angular doors? Mr. Griffith stated this would be cost prohibitive; and, that this building is "top of the line" in what they are building today. Director Tremere stated that this project is not a Planned Unit Development but a conventional site plan. The building size is not a given; and, all the Ordinance setbacks can be met. If additional yard area is proposed it can be provided without variance; the building size might have to be reduced, however. The issue is whether the petitioner demonstrated that there is merit for a variance. Chairman Steigerwald opened the Public Hearing. James P. Bremer, 302 Zinnia Lane North, stated he attended the neighborhood meeting. He is concerned about changes to the approved General Development Plan. He noted, for example, that when plans were initially reviewed by the City, old County Road 15 was to be a through street, wisely, the City did not leave it as a through street. Now, a dif- ferent company is proposinq development of the property which does not follow the initial plans by Carlson Companies and the promises made by Carlson Companies to the residents. Chairman Steigerwald confirmed with Engineer Sweeney that the City of Minnetonka has been and is concerned with increase in traffic volume on County Road 61. Director Tremere reviewed the original plan and roadway con- nections. Mr. Bremer stated .this design is inappropriate with the cul- de-sac so close to County Road 61 and believes it should be redesigned so there is no opportunity for an intersection. He stated concern with the dock area for Building W. The building elevations were reviewed with Mr. Bremer who stated he will be looking at the backside of the building and the screening and berming is not adequate; and, it is not a good design for the neighbors to the north. Noise levels are also a concern, including construction noise. He wanted assurance that there will be reasonable working hours established for the construction companies and that work would not begin prior to 7:00 A.M. Mr. Dave Nygren, 420 Berkshire Lane, is a neighbor to the north but he is representing Christ Memorial Church. He is concerned about the visual impact, but also would like to know if there will be pedestrian access through this area. The church was led to believe there would be further resi- Page 225 Planning Commission Minutes September 22, 1987 dential development, it appears now, there will be none. Initial plans were touted as having people living and work- ing in this development and now this is not being considered. Chairman Steigerwald explained that this proposal has more office flavor with less of an industrial look; there is un- developed residential land in this area as well. However, there are no plans for walking paths with these plans except for the streets themselves. He advised Mr. Nygren to review the City-wide plans for parks and trails. Ms. Fisher explained that Carlson Center is 328 acres within two cities and the plans do reflect pedestrian access and unification of the sites; however, these are mostly within the City of Minnetonka; they were not planned for this site. Mr. Nygren concurs with Mr. Bremer's statements concerning construction noise and would like assurance of protection from extended hours of construction noise which could create friction between the developer and the residents. Sohn Griffith, Trammell Crow, invited concerned residents to visit their office to review the master plan and architec- tural renderings. Commissioner Zylla stated he supports the variance; however, the berming on the north side of the site between the resi- dential/commercial areas and the treatment of the building from that side is a concern. According to the grading plan and proposed building height, the berms appear to be rela- tively low or non-existent because of the elevations. The residents will see 19 ft. of building. He expressed concern that the architectural style should be the same treatment and materials for the front and back of Building 'A'. Chairman Steigerwald closed the Public Hearing. MOTION by Commissioner Marofsky, seconded by Commissioner NOTION TO APPROVE Pauba to recommend approval for Rezoning, Revised Prelimin- REZONING, REVISED ary Plat, and Revised General Development Plan for Trammell PRELIMINARY PLAT Crow Company, subject to the conditions listed in the REVISED GENERAL September 9, 1987 staff report. DEVELOPMENT PLAN Commissioner Wire stated concern with the sensitivity of this area to its residential neighbors; and, that the plan does not reflect the original intent of Carlson Companies' initial plans. Page 226 Planning Commission Minutes September 22, 1987 Roll Call Vote. 6 Ayes. MOTION carried. VOTE - MOTION CARRIED MOTION by Chairman Steigerwald, seconded by Commissioner MOTION TO APPROVE Wire to recommend approval for the Site Plan and Conditional SITE PLAN AND Use Permit for Building 'B', subject to the conditions CONDITIONAL USE listed in the September 9, 1987 staff report, stating the PERMIT BLDG 'B' actual approved percentage of office space within Building 'B', i.e., 50%. MOTION by Commissioner Marofsky, seconded by Chairman MOTION TO AMEND Steigerwald to Amend the Main Motion to change Condition No. 14 to read: "Appropriate legal documents for shared drives and access shall be reviewed and approved by the City Attorney . . . . " Roll Call Vote on Amendment. 6 Ayes. MOTION carried. VOTE - MOTION CARRIED Roll Call Vote on Main Motion as once Amended. 6 Ayes. VOTE - MOTION CARRIED MOTION carried. MOTION by Commissioner Stulberg, seconded by Commissioner MOTION TO APPROVE Pauba to recommend approval for the Site Plan and Variance SITE PLAN AND for Building 'A', subject to the conditions listed in the VARIANCE FOR BUILDING September 9, 1987 staff report and citing that the Variance 'A' Criteria have been met. MOTION by Commissioner Marofsky, seconded by Commissioner Zylla to Amend the Main Motion by adding Condition No. 13., to read: "The berm shall be 6 ft. above the floor elevation of Building 'A'." Linda Fisher stated the berming as proposed is adequate. They had considered a more substantial berm with some of it on the adjacent site to the north which is owned by Carlson Companies. City staff had advised that was inappropriate. She showed a rendering of that berming. Director Tremere stated this would involve a separate piece of property; the site is neither within a Planned Unit Development, nor is it being developed at this time. Direc- tor Tremere stated there is no legal tie between these properties at this time and suggested that this might be resolved later through an amended plan that would include draft covenants and the like, assuring preservation and maintenance of the berm by the owner of the adjacent site. The Ordinance requires the developer to bear the burden of transition on his site. Roll Call Vote on Amendment. 5 Ayes. Commissioner Stulberg, Nay. MOTION carried. Motion by Commissioner Zylla to add Condition No. 14, re- quiring the north face and elevation of Building 'A' to be designed and finished with comparable and compatible mater- ials. The Motion died for lack of second. MOTION TO AMEND VOTE ON AMENDMENT NOTION CARRIED Page 227 Planning Commission Minutes — September 22, 1987 Sohn Griffith stated the design is aesthetically "coordin- ated" with like -colors and like -style and the buildings wrap around 15 ft. to the backside with brick; and, financial considerations make it infeasible to have the entire north face finished like the south face. MOTION by Commissioner Wire, seconded by Commissioner NOTION TO AMEND Marofsky to Amend the Main Motion to change Condition No. 12. as follows: "The rooftop equipment on Building A shall be visually screened to effectively buffer noise so that it is not transmitted beyond the boundaries of the property so to be perceptible in the abutting residential zoning district. Roll Call Vote on Amendment. 6 Ayes. MOTION carried. VOTE - NOTION CARRIED Chairman Steiqerwald called a Recess at 10:10 P.M. RECESS Chairman Steigerwald introduced the request by Hamel Build- VARIANCE FROM THE ing Center. Reading of the September 16, 1987 staff report URBAN DEVELOPMENT was waived. POLICY AND TO EXPAND A NON -CONFORMING USE Chairman Steigerwald introduced Mr. Russel Bouley who stated FOR HAMEL BUILDING he would answer any questions for the Commission. Mr. CENTER (87051) Bouley stated the building will be for storage of building supplies only. There is no need for water or sewer to the building. Commissioner Wire inquired if this were an open -sided shed. Mr. Bouley stated the building is fully enclosed, there will be some exposed storage area under the overhang. Commissioner Marofsky confirmed that the Commission would review the site plan if this variance is approved. Commissioner Stulberg confirmed that when this property was rezoned to FRD (future restricted development) from I-1 (planned industrial), this business became a non -conforming use. Director Tremere stated that the zoning was changed to con- form to the fact that the site is not served by public sewer and water. MOTION by Commissioner Wire, seconded by Commissioner NOTION TO APPROVE Stulberg to recommend approval for the Variance from the Urban Development Policy; and Variance to expand a Non -Con- forming Use, subject to the conditions as listed in the September 16, 1987 staff report and on the basis as cited in Condition No. 1, striking the words: "and the non -conforming land use provisions, as stated in Section 12 of the Plymouth Zoning Ordinance" in Condition No. 1. Commissioner Marofsky stated this plan is beneficial to the City by improving the site. VOTE 6 Ayes. MOTION carried. 1VOTE - NOTION CARRIED Page 228 Planning Commission Minutes September 22, 1987 Lot Consolidation/Lot Division and Variance for Robert and ROBT. & MARY Mary McAuliffe deferred at the request of the petitioner and MCAULIFFE/DEFERRED agreed to by consensus of the Commission at the beginning of (87065) the meeting. Chairman Steigerwald introduced the request by Lorraine E. LOT CONSOLIDATION Mayer. Reading of the September 9, 1987 staff report was LOT DIVISION AND waived. VARIANCE FOR LORRAINE MAYER Jim Gamble, 400 Pineview Lane, is a party to the Lot (87074) Consolidation/Division and inquired about Item No. 12-A of the Engineer's Memorandum. Chairman Steigerwald stated this is a question of safety measures as noted by the Engineerinq Department. MOTION by Commissioner Pauba, seconded by Commissioner Wire MOTION TO APPROVE to recommend approval for the Lot Consolidation/Lot Division and Variance for Lorraine E. Mayer, subject to the conditions listed in the September 9, 1987 staff report. VOTE. 6 Ayes. MOTION carried. VOTE - MOTION CARRIED Chairman Steigerwald introduced the request by Begin BEGIN DEVELOPMENT Development for Site Plan and Variance for Berkshire Office SITE PLAN AND Park. Reading of the September 9, 1987 staff report was VARIANCE (87098) waived. Mr. David Peterson, introduced himself as the vendor of the property and the representative for Hew -Lyn Inc. Greg Begin, petitioner, stated his concern regarding the additional 20 ft. of right-of-way the City is requiring, since the plat has already been approved. Engineer Sweeney stated that the plat was approved a number of years ago and utilities were partially installed but not accepted by the City for maintenance and the street has not been constructed to plan. Since the plat approval, the re- quirement for the additional 20 ft. of right-of-way was identified by a traffic study authorized in 1986 with a re - guiding application from this property owner. It was confirmed at that time there was not sufficient right-of- way. The traffic study contemplated the office park uses, including this site. The study was later reviewed again by the City's traffic consultants with another development proposal. The proper- ty, if developed as zoned, would make the improvements necessary and full right-of-way would be required for the intersection. The traffic consultant pointed out the neces- sity that the traffic lanes on Annapolis Lane, south of County Road 9, align with traffic lanes north of County Road 9 on Berkshire Lane. _T!- CQ� . Page 229 Planning Commission Minutes September 22, 1987 Mark Dohrmann reviewed the development proposal. They are concerned with the impact of the additional 2.0 ft. easement; it will reduce the number of parking spaces, thus requiring a reduction in building square footage. This would be economically detrimental to the plan. Gregory Korstad, Attorney, representing the property owner, stated the property was platted in 1980 with an evaluation of the traffic issues at that time. There was a difference in right-of-way required for the north and south sides of County Road 9. The City Engineer has pointed out that there was a 20 ft. variance where the easements line up. There is no fault or blame to be placed, from the property owner's perspective, the City Council approved the plat and executed the initial development agreements. Future developers must be able to rely on those actions. There is a question of the City's authority to impose these requirements. He suggested that with these significant features, the issue of how the road will be provided should be passed on to the City Council with a request for reconsideration by the Council, developer, and City staff. Mr. Korstad requested that Condition No. 1 be modified to reflect that Item No. 28-F in the Engineer's Memorandum can- not be addressed without additional review. Mr. Greg Begin said the petitioner would have to acquire 20 ft. from the site to the east if this is approved as recommended. Chairman Steigerwald stated the Commission would make their recommendations to the City Council who would determine the issue of additional right-of-way. MOTION by Chairman Steigerwald, seconded by Commissioner NOTION TO APPROVE Wire to recommend approval for the Site Plan and Variance for Begin Development, subject to the conditions listed in the September 9, 1987 staff report, noting the concerns and objections to the Engineer's Memorandum; and, noting that, regarding, Condition No. 9. the City Council should deter- mine the necessity for additional right-of-way for Berkshire Lane. VOTE. 6 Ayes. MOTION carried. VOTE - NOTION CARRIED Chairman Steigerwald introduced the request by Laukka LAWRENCE LAUCKA Development. Reading of the September 16, 1987 staff report LAU KA DEVELOPMENT was waived. PUD FINAL PLAN/PLAT AND VARIANCE FOR Chairman Steigerwald introduced Peter Jarvis, representing PARKERS LAKE NORTH the petitioner. 3RD ADDITION AND PUD FINAL PLAN/PLAT FOR Mr. Jarvis stated the objections to three of the conditions: PARKERS LAKE 4TH ADDITION/87036/87084 Page 231 Planning Commission Minutes September 22, 1987 Mr. Jarvis stated a revised detailed Site Plan can show all the corrections discussed. Director Tremere confirmed for Chairman Steigerwald that, regarding the 3rd Addition, Condition No. 19 of the prelim- inary plat approval required the addition of private open space and the City Council's intent was that the tot lot would be located east of the ponding area. There is land other than the traffic island area for the tot lot. Mr. Jarvis disagreed with Director Tremere's statements that this was the intent of the Council, as he recalls it. Commissioner Marofsky stated his concern about relocating the tot lot closer to County Road 6 (on the east side of the drainage pond) that seems to be as dangerous as putting it at the end of the cul-de-sac. Relocatinq the tot lot further to the south does not make it central or safer. MOTION by Commissioner Marofsky, seconded by Commissioner MOTION TO APPROVE Pauba to recommend approval for the PUD Final Plat for PUD FINAL PLAT Laukka Development for Parkers Lake North 3rd Addition, PARKERS LAKE 3RD subject to the conditions related to the Final Plat with the ADDITION (87036) deletion of Condition No. 26. VOTE. 6 Ayes. MOTION carried. Discussion ensued about the 4th Addition regarding the yard setbacks and drainage utility easements. Concern was expressed that the final plat and plan as submitted were not totally consistent with the approved preliminary plat mater- ials for the 4th Addition. Director Tremere explained that the Engineering Department's concerns, and the reason for Condition No. 14. Approval of the proposed plat with the lot lines will create multiple parcels and entirely new relationships concerning structural setbacks and easements. Mr. Larry Laukka stated they could work with staff to resolve these concerns, by developing language in the Home- owner Association documents that would assure the common ownership of the development. MOTION by Commissioner Wire, seconded by Commissioner Stulberg to recommend approval for the PUD Final Plat for Laukka Development for Parkers Lake North 4th Addition, subject to the conditions in the staff report; there should be further review by the staff and the developer to clarify the second sentence in Condition No. 14, and Item No. 7 in the Engineer's Memorandum. NOTION TO APPROVE PUD FINAL PLAT FOR PARKERS LAKE NORTH 4TH ADDITION (87084) Page 230 Planninq Commission Minutes September 22, 1987 He requested clarification concerning Condition No. 5 re- gardinq the width of required drainage easements. Condition No. 26 requiring relocation of the tot lot and play area to the east end of Outlot A was debated at the City Council. They are in disagreement with staff's posi- tion on this item. They believe their plan provides the safety factor to keep children away from County Road 6. Mr. Jarvis requests the Commission's approval with reaffirm- ation of the 5 ft. setback; and, approval of the the tot lot location as proposed. Commissioner Marofsky asked for clarification stating that Sheet L is in conflict with Sheets 2, 3, and 4 as far as the line between phases matching between sheets. Mr. Jarvis confirmed that phase lines as shown on the the plat are correct. Commissioner Marofsky noted that Lot 21, Block 4 appears to access from the south, from a cul-de-sac which is not being built at this time. This lot should be deleted from this plat, and shown on the next phase. Commissioner Marofsky stated that perhaps there are too many driveways onto this street. Mr. Laukka explained the driveway would be moved to access onto the public street north of Lot 21. He said it should be allowed in the first phase. Mr. Jarvis explained that the 4th Addition would have one less building, and densities have been adjusted. He stated that the conditions of approval relate to the Engineer's Memorandum (Item No. 6) concerning the 6 ft. drainage and utility easements; and, these are not needed along the proposed lot lines in their project which is dif- ferent than the 3rd Addition where the issue was the width of the easements. There seems to be "confusion" concerning Item No. 7 in the Engineer's Memorandum for the 4th Addition which is marked "No", they feel they do comply, "where applicable." They will comply with the 20 ft. minimum distance called for in Condition No. 14. The second part of that condition is problematical. Putting each building on a separate lot is a requirement of their lender because of closing requirements that apply to condo- minium apartment buildings. They request there be no conventional drainage easements and that they be allowed to locate the buildings as shown, even if the setback to the proposed lot lines is less than 6 ft. Page 232 Planning Commission Minutes September 22, 1987 VOTE. 6 Ayes. MOTION! carried. OTHER BUSINESS Director Tremere confirmed the meeting date for further study and review of the consultant's report on Community - Based Residential Facilities. The next study meeting will be on October 14, 1987 at 5:30 P.M. 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O a U- F- F- C C) O C .. Ln C] Ln Ln i ¢ J r U x r� O i d O O ❑0 N ,1 V ae O O D JJ N u7 t0 r� 00 a7 a a 7 M Ln J 2 F- F- oo r` O Lb a a J C Q 2 v O C W V 7= 7 a ) ae tD t 00 a ao a LO r` ❑0 O a a N J Q F- O F - i I U Oa �. 00 a 7= r l W O Lo rUrU Z a O r- n co I O N J Q U') Cl) M M � l0 � [D v7 Z n LD O 00co ro m 00 co Z r. O1 a InO O O J LL C] Ln �- Zz x z O Q w V) V7N r a W O V) =J r --r w I U U Ln Z w Z O Ln W O_ . Z O Lj U Q 00 a f u_ 1' .. f ao ^ {{ o m Ln O 1 7= W Q LDF- d' J i .-r O w �-+ —I LL .J. a LO Ln Ln 1 ¢ F zrkI x w N I F C] I Ln N F - z o ¢ w O < N a C a cta ¢ w Ln c 3 Ln Y V) N D: U r` r` r --r W Z ct O Lb V) S W M C a a N F- co --r -+ Q O ¢ U F- N cf ❑C W J O D 3 a kO 3P CU aJ O a a T d + N N Z W f N a M M_ co Ln O O O LL Q J F- o J J Q Q C] 0 2 O O Q Ln 00 a0 J Y Q W Q Q 2 O O ¢ O O H 2 Z co r co a a PLYMOUTH FIRE DEPARTMENT MONTHLY REPORT TYPE OF REPORTED INCIDENTS BY TIME -F DAY MONTH SEPTEMBER 1987 -3b NUMBER OF 0001 0401 0801 1201 1601 2001 CONFIRMED FALSE PERMITS ESTIMATED 0400 10800 1.1200 1.1600 1 2000 ' 2400 1 CALLS I ALARMS I TOTAL I ISSUED I LOSS 1PRIVATE DWELLINGS 1 3 1 4 1 3 1 4 1 1 1 2 I 6 I 11 I 17 I -- 1 $17,1501 (APARTMENTS I 1 2 1 1 2 1 4 1 7 1 1 1 15 I 16 I -- 1 - 1 IHOTELS AND MOTELS 1 I 1 1 1 1 1 1 1 I 1 1 2 1 3 TALL OTHER RESIDENTIAL 1 i 1 1 1 1 1 0 i 0 I 0 PUBLIC ASSEMBLY I I 1�1_ 1 I 1 0 I 0 I D [SCHOOLS AND COLLEGES I I 1 1� 1 1 1 1 1 1 1 2 1 3 1HEALTH CARE INSTITUTIONS 1 2 1 1 1 1 1 1 1 I 1 1 1 4 1 5 1 3 1 - =J [PENAL INSTITUTIONS I 1 1 1 [ 1 1 1 1 1 0 1[ - 1 1001 I STORES AND OFFICES [ I 1 1 1 5 1 [ 1 1 5 �_ _ _6� - ---1 [INDUSTRY, MFG. I I 1 1 5 ' 1 1 2 1 5 1 7 1 -- I 4,0001 [STORAGE IN STRUCTURES [ [ [ [ 1 [ I 0 1 0 [ 0 [ - - 1 - - 1 ISPECIAL STRUCTURES �_ 1 [ 1 [ [ I 1 [ 0 i 1 1 - - [ 1001 [FIRES OUTSIDE OF STRUCTURES [ [ 1 _ 1 1 1 0 1 0 1 0 1 __ I -- i IFIRES IN HIGHWAY VEHICLES__] 1 1 I 11 2 1 1 1 3 1 0 1 3 I -- 1 2,5001 FIRES IN OTHER VEHICLES - _-�,.L 1 _---�� 0 1 0 I 0 IFIRES IN BRUSH (FIRES IN RUBBISH, DUMPSTERS I 1 1 1 I 1 ( [ 0 I 1 [ALL OTHER FIRES 1 1 1 I �-V I 1 I 1 1 0 IMEDICAL AID RESPONSES 1 I 1 1 1 I 1 0 1 0 1 0 [MALICIOUS FALSE ALARMS* 1 I I I I 1 1 0 I 0 I 0 [MUTUAL AID OR ASSISTANCE l I 1 I_ � I 1 0 I 0 [ 0-- I ALL OTHER RESPONSES�1Jl.__ z- _l 1 I 2 I 0 I 2 TOTALS 1 7 1 9 13 y_ 5-L 11� 13 I 22 I 46 ' 68 1 3 1 $23,850 *INCLUDED IN FALSE ALARMS TOTALS ,SEPTEMBER 1986 CONFIRMED CALLS 19 FALSE ALARMS 48 TOTAL CALLS 67 ESTIMATED LOSS $44,800 TYPE OF REPORTED INCIDENTS BY TIME OF DAY 0001 0401 0400 10800 PLYMOUTH FIRE DEPARTMENT MONTHLY REPORT MONTHLY JANUARY - SEPTEMBER 1987 NUMBER OF 0801 1201 1601 2001 CONFIRMED FALSE PERMITS ESTIMATED 1200 1 1600_2000 1 2400 I CALLS I ALARMS I TOTAL I ISSUED I LOSS IPRIVATE DWELLINGS 1 9 I 7 1 16 1 24 1 23 1 12 1 47 I 44 1 91 1 -- 1 $208,8001 1APARTMENTS 1 14 1 17 1 24 1 33 1 45 1 37 1 20 1 150 1 170 1 3 1 5,2001 1HOTELS AND MOTELS 3 1_ 2 4 2 6 1 2 1 6 13 1 19 1 -- 1 130,0001 IALL OTHER RESIDENTIAL 1 I I 1 I 1 -- 1 63,9251 I I I 0 I 1 I 1 1 -- I - -1 PUBLIC -ASSEMBLY I I 11 1 L 3 1 1 I 2 I 4 1 3 1 7 I -- I 1001 I SCHOOLS AND COLLEGES Z3 J_ 2 I 5 1 3 I 3 I 11 1 14 I -- 1 4001 IHEALTH CARE INSTITUTIONS I�2� 9 7 _8 1 5 1 5 1 4 1 32 1 36 1 8 1 25] (PENAL INSTITUTIONS L 1 I I 2 I 1 1 2 I 1 I 3 1 4 1 7 1 - 1 1201 ISTORFS AND OFFICES 1- (INDUSTRY, M-;. �_ 1 j 8_1 2 1 4-I_ 8 112 _]___19 12 I 4 I 4 _L_14_ _8 7 15 I 20 _54 1_ 27 I 1 69 1 -- 7 1 70,1001 [STORAGE IN STRUCTURES J_ _1 1 -_ 1 I I I 1 1 1 1 2 1 3 1 -- 1 1001 ISPECIAL STRUCTURES I 3 1 1 1 1 _1 1 1 1 L 5 1 I 6 I -- ( 1,1001 1F' ^ ^UTSIDE OF STRUCTURES 1 I 0 I 1 1 -- I 5001 LFIRES IN HIGHWAY VEHICLES 1 4 1 10 1 9 1 5 1 13 1 6 1 39 1 8 1 47 1 -- 1 63,9251 LFIRES IN OTHER VEHICLES I I 1 1_._ I I I 0 1 0 I 0 1 - 1 - -I FIRES IN BRUSH, GRASS 7 I 1 i 7 1 29� 32 I 201 80 1 16 1 96 1 -- I 2001 FIRES IN RUBBISH, DUMPSTERS 1 1 2 1 1 1 2 2 3 1 9 1 1 1 10 �__ - 1 2,5001 IALL OTHER FIRES 1 1 1 1 I I 2 I I 3 1 0 1 3 1 -- 1 2001 IMEDICAL AID RESPONSES 1 l i 1 1 1 6 I 3 I 1 1 11 1 1 1 12 IMALICIOUS FALSE ALARMS* I l i I I 1 1 l I 1 1 2 I 3 IMUTUAL AID OR ASSISTANCE i 1 1 I 2 I 3 I 3 I 1 1 10 1 0 1 10 IALL OTHER RESPONSES 1 2 1 1 1 8 1 13 1 10 1 7 1 31 1 10 1 41 I -- 1 1001 TOTALS l 60 1 62 1 103 1 161 1 172 1 115 1 300 1 373 1 673 1 18 1 $483,3701 *INCLUDED IN FALSE ALARM TOTALS JANUARY - SEPTEMBER 1986 CONFIRMED CALLS 193 FALSE ALARMS 280 TOTAL CALLS 473 ESTIMATED LOSS $289,110 APARTMENT_ RESIT See to it that "Crime Doesn't Pays" — On Your Expense!!! -71 ""A c,,,- MOST , MOST CRIMES RELATED TO APARTMENT COMPLEXES ARE PROPERTY CRIMES SUCH AS THEFT FROM VEHICLES AND BURGLARY. TO HELP RESIDENTS DETER THIS TYPE OF ACTIVITY WE RECOMMEND THE FOLLOWING STEPS: * REMOVE VALUABLE MERCHANDISE FROM THE PASSENGER AREA OF YOUR VEHICLE. * REPORT SUSPICIOUS ACTIVITY OR PERSONS TO THE POLICE IMMEDIATELY BY CALLING 9-1-1. THIS MAY BE SOMEONE GOING FROM CAR TO CAR AND LOOKING INSIDE OR TRYING DOORS. MAKE SURE YOU GIVE THE POLICE A GOOD DESCRIPTION, INCLUDING AGE, HEIGHT, SEX, CLOTHING, AND ANY VEHICLE THAT MAY BE ASSOCIATED WITH THEM WITH A LICENSE NUMBER. * YOUR ENTRY APARTMENT DOOR SHOULD HAVE A DEADBOLT LOCK. * YOUR SLIDING PATIO DOOR SHOULD HAVE A "CHARLIE BAR" TYPE LOCK OR A SIMILIAR TYPE BAR BLOCKING THE LOWER TRACK. * USE TIMERS ON LIGHTS AND RADIOS WHEN YOUR AWAY. * TALK TO YOUR NEIGHBORS. GET TO KNOW WHO THEY ARE. IT WILL MAKE IT EASIER TO IDENTIFY SUSPICIOUS PERSONS. ALSO, FIND A NEIGHBOR YOU TRUST TO PICK UP PAPERS, ETC. WHEN ON VACATION. * GROUND FLOOR WINDOWS SHOULD HAVE PIN LOCKS. * CALL 9-1-1 IF SUSPICIOUS PERSONS ARE LOITERING IN HALLS OR LAUNDRY ROOMS OR LURKING ABOUT OUTSIDE WINDOWS. * USE OPERATION Z.D. TO MARK YOUR VALUABLES. THIS IS AVAILABLE THROUGH YOUR LOCAL POLICE DEPARTMENT. IF EACH RESIDENT WILL TAKE A FEW SIMPLE STEPS TO PROTECT THEIR PROPERTY AND ALSO HAVE SOME CONCERN ABOUT THEIR NEIGHBORS', IT WILL TAKE A BITE OUT OF CRIME. Sliding Doors Sliding glass doors need special attention: • Prevent both panels from being lifted up and out of the tracks. Secure the stationary panel with a screw from the inside into the door and frame. The top track should have small screws protruding down so the door barely clears them. • When locked, wedge the sliding door with a swinging metal rod( a "Charlie Bar") to prevent entry even if the lock is picked or broken. A less desirable option is to wedge a wooden rod (a broom stick, for example) into the bottom track. Citizens and Police Together Making Our Community Safer. /T REAL Y WORKS! TAKE A BITE OUT OF q:RIME 7`-'-1C,- E CITY OF PLYMOUTH+ September 28, 1987 ATTN: City of Plymouth Apartment/Condominium owners and Managers Dear Ladies and Gentlemen: The City of Plymouth Fire Prevention Department in their continuing efforts to provide a more fire safe atmosphere for the residents of Plymouth has further strengthened the ordinance concerning the use of barbecues on balconies of multiple dwelling units. We would appreciate your assistance in disseminating this information to your residents and making them aware of the impact of the latest changes. We have provided a notice concerning the ordinance, the effective date, and the punishment for a violation of said ordinance. We would appreciate your providing each of your residents a copy of this notice and also placing a copy on your bulletin boards. It is not our intent to catch anyone unaware, and we certainly appreciate your assistance in making your residents aware of this change in the ordinance concerning the use of barbecues. Please advise if there is any other way in which we can assist you, and we appreciate your help in this matter. VVSi ce lid �� , . C. Robinson Fire Chief LCR:ly enclosure cc: Richard Carlquist, Public Safety Director Stan Scofield, Fire Inspector 3400 PLYMOUTH BOULEVARD. PLYMOUTH, MINNESOTA 55447. TELEPHONE (612) 555-2600 -7 ---'LA b NOTICE On August 24, 1987 the City Council of the City of Plymouth adopted a new City Ordinance which makes it illegal to use or store any barbecues, flame producing devices, charcoal or fuel, on balconies or patios of dwelling units that are stacked two (2) or more in height. EFFECTIVE December 1, 1987 this ordinance will be enforced. A violation of the ordinance is misdemeanor punishable by up to 90 days in jail or up to a $700.00 fine, or both. A GUIDE TO MINNESOTA'S NEW PROPERTY TAX SYSTEM DRAFT 9/18/87 ISL MUNICIPAL LEC31SLATIVE COMMISSION 1500 Northland Plaza 3800 West 80th Street Bloomington, Mirrhesota 5501-.: (612)893-6650 �, ,� 11i'uv `' f— INTRODUCING .. . P. TAX P. TAX WILL BE YOUR GUIDERS WEATTEMPT TO UNRAVEL THE MYSTERIES OFMINNESOTA S PROPERTY TAX SYSTEM. MinnesotaLegislative Commis Ion 'Introducing Property Taxes' i im 3NTNOWCI'30N OST LOCAL/STATE FISCAL LAWS HAVE BECOME OCOM- PLEX AND CONFUSING TIIA AC- COUNTABILITY HAS BEEN LOST. v THIS BOOKLET WILLATTFMPTTO EXPLAIN IN A SIMPLE FASHION SOME OF TIE SIGNIFICANT COM- PONENTS OF MINNESOTA'S NEW PROPERTY TAX SYSI'EM, WHICH WILL BECOME EFFECTIVE IN 1989. THESE COMPONENTS INCLUDE: *LOCAL GOVERNMENT AIDS • SCHOOL FINANCE eHOMESTEAD REIMBUR- J SFMENT AID FISCAL DISPARITIES --�/� • CLASSIFICATION RATIOS e ASSESSMENT PRACTICES \� •LEVY LIMITS Minnesota Legislative Commission -1m,od—ing Properly Taxes' DON'T BE AFRAID! IT'S GOING TO BE EASY ... Minnesota Legislative Commission -Introducing Property Taxes - P. TAX LIVES IN A TYPICAL MLC SUBURB IN THE TWIN CITIES METROPOLITAN AREA. HE LIVES IN AN AVERAGE ROME IN EDEN PRAIRIE WITH A MARKET VALUE OF 594,000. P. TAX CALLS HIS HOME VALHALLA- MARY ALHALLAMARY METRO LIVES IN AN AVERAGE HOME IN MINNEAPOLIS WITH A MARKET VALUE OF $93,000. SHE CALLS IIER HOME TARA. RALPH RURAL LIVES IN AN AVERAGE HOME IN BEMIDJI WHII A MARKET VALUE OF $49,000. HE CALLS HIS HOME SNOWBIRD. VALHALLA, TARA AND SNOWBIRD ARE ALL 25 YEARS OLD, ARE 13(X) SQUARE FEET, THREE BEDROOM RAMBLERS, WITH 1-1/2 BATHROOMS. EACH HOME HAS AN UNFINISHED BASEMENT, CENTRAL AIR, A FIREPLACE AND A DOUBLE GARAGE. FOUR EASY STEPS TO FIGURE YOUR PROPERTY TAXES 0 0 • STEP ONE: DETERMINE MARKET VALUE is STEP TWO: APPLY CLASSIFICAI'ION RATIOS TO MARKET VALUE TO ARRIVE AT ASSESSED VALUE •STEPTHREE: APPLY MILL RATE TO ASSESSED VALUE TO ARRIVE AT GROSS TAX • STEP FOUR: SUBTRACT CRFDITS FROM GROSS TAX TO ARRIVE AT NETTAX Page 3 Page 4 Mlnnesote Legislative Commission Introducing Propeny Teses' ASSESSED VALUATION LET'S LOOK AT OUR THREE MODEL HOMES AS EXAMPLES PROPERTY TAX PAYABLE IN 1989... VALHALLA TARA SNOWBIRD 594,000 583,0011 $49,000 Market Value Market Value Market Value Homestead Homestead Homestead 540,760 $34,160 $18,130 Assessed Value Assessed Value Assessed Value HOW DID WE FIGURE ASSESSED VALUE FOR THESE HOMES? Minnesota Leglslative Commission 'Introducing Propeny T.— z TURN THE; PAGE FOR THEANSIVER LP-STIIE LEGISLATURE AND NOT LOCALOFFICIALS WHO DETERMINE IIIE CLASSIFICATIONS OF PROPERTY AND ON ASSESSMENT RATIOS FOR EACH CLASS OF PROPERTY. THROUGHTHE SYSTEM OF CLASS- IFYING DIFFERENT TYPES OF PROPERTY AT DIFFERENT RATES, THE LEGISLA I'URE SETSI'HE POLICY REGARDING THE SHAREOFTAX EACH PROPERTY OWNER WOULD PAY. r Page 6 Page 5 { i Minnesota Legislatlw Commission "Introducing Prooertv Taxes" MINNESOTA PRESENTLY HAS MORETI IAN 70 DIFFERENTCLASSIFICA- TIONS OF PROPERTY — MORE CLASSES THAN ANY STATE IN THE UN ION. THIS COMPLEX SYSTEM HAS CAUSED CONFUSION AND A LACK OF ACCOUNTABILITY. THE 1987 LEGISLATURE FINALLY ENACTED A MUCH SIMPLER FIVE -CLASS SYSTEM WHICH WILL GO 1N l'O EFFECT 1N I9xy_ TODAY 70+ CLASSIFICATIONS �3, iQ a 1 4 1989 FIVE CLASSIFICA11ONS OK, SO YOU KNOW THATOUR THREE MODEL HOMES ARE HOMESTEAD PROPERTY, THAT STILL DOESNT EXPLAIN HOW THE MARKET VALUES DROPTO MUCH LOWER ASSESSED VALUES. AS WAS PREVIOUSLY MEN- TIONED, THE LEGISLATURE ALSO SETS ASSESSMENT RATES AS THE CHART ON THE NEXT PAGE WILL SHOW. Page i Minnesota Legislative Commission "Introducing Prooenv Texes' 1989 CLASSES & ASSESSMENT RATIOS f9�<xiicwion Class I Homeowners Accescmenl Rntioc 37% up to $68,000 market value 60% over SW(M market value Class 2 Farmers 30% up to 566,01111 market value 40% over 566,000 market value Class 3 Office & 60010 up to $80,000 of market value Commercial 96% over S80,0f10 of market value Building Owners Class 4 Apartment 70% of market value if four or Owners more units 609b of market value if three or fewer units Class 5 All Other 96% of market value Property Types WHY ARETHERETWO RATES FOR HOMEOWNERS? THE LEGISLATURE HAS SET THE POLICY THAT HIGH VALUED HOMES SHOULD PAY A GREATER PERCENT OF THE PROPERTY TAX BURDEN THAN LOW VALUED HOMES. A HOME WITH A MARKET OF $136,000 WHICH IS 100% MORE EXPENSIVE THAN A HOME WITH A MARKET VALUE OF 568,000 DOESN T PAY 100% MORE IN PROPERTY TAXES. RATHER, A $136.000 HOME WOULD PAY 162% MORE IN PROPERTY TAXES DUE, TO THE SPLIT ASSESSMENT SYSTEM. THE SAME HOLDS TRUE FOR FARMERS, APARTMENT OWNERS AND OFFICE BUILDING OWNERS. THIS POLICY ASSUMES THAT OWNERS OF HIGHER VALUED HOMES HAVE A GREATER ABILITY TO PAY PROPERTY TAXES THAN OWNERS OF LOWER VALUED HOMES. Page 8 MinnesotaLegisktive Commission •Introducing Properly Taxes' j�ETURNINGTO OUR THREE MODELS. WE KNOW THEY ARE HOMES- -'T'EADEDRROPERTIES SO WE USE THE RATES FOR CLASS 1 PROPER- TY. THE ASSESSED VALUE IS COMPUTED AS FOLLOWS:. VALHALLA 37%a z last $68,000 = S25,160 .60%a x renxening S16 0f (1 = S15�600 Market Vatic $94,000 = $40,760 Assessed Value TARA .37%x first $68,000 = $25,160 .60%x remai6ng is (lfi9 = 2004 Market Value $83,000 = $34,160 Assessed Value SNOWBIRD 37%x first $49,000 = $18,130 .60 x remaining -fl- Market !EMarket Vadte $49,((tt) _ $18,130 Assessed Value s Minnesota Legislative Commission 'introducing Property Taxes' ASTHECHARTBELOW ILLUSTRATE.S,TIIEPERCENTAGE OFASSESSED VALUE COMPARED TO MARKET VALUE INCREASES AS THE VALUE. OF THE HOME INCREASES. NOW THAT WE KNOW -11 IE ASSESSED VALUE, WE CAN PROCEED TO STEP THREE -- APPLYING THE MILL RATE. UNLIKE CLASSIFICATION TYPES AND ASSESSMENT RATIOS THE MILL RATE IS NOT DIRECTLY SET' BY THE LEGISLATURE. (WE'LL TALK ABOUT I.EVY LIMITS LATER.) Page 10 Assessed as Market Assessed Percentage Value Value of Market Valhalla $94,W0 $40,760 434% Tara $83,000 $34,160 41.217o Snowbird $49,000 518,130 37.0% NOW THAT WE KNOW -11 IE ASSESSED VALUE, WE CAN PROCEED TO STEP THREE -- APPLYING THE MILL RATE. UNLIKE CLASSIFICATION TYPES AND ASSESSMENT RATIOS THE MILL RATE IS NOT DIRECTLY SET' BY THE LEGISLATURE. (WE'LL TALK ABOUT I.EVY LIMITS LATER.) Page 10 Minnesota Leybhnw Comission ^Imroducirg m Property Taxer PAYABLE 1989 TAXES PROPERTY TAX LEVIES ARE SET BY LOCAL TAXING JURISDICTIONS TO SUPPORT LOCAL SPENDING DECISIONS CITIES, COUNTIES AND SCHOOL DISTRICTS FIRSTDL-TERMINE WHAT THEIRTOTAL BUDGET FOR SERVICES WILL BE. THEYTHEN SUBTRACT ANY INCOMETHEY RECEIVE FROM FEES, LICENSES AND OTHER FUNDS SUCI I AS STATE AIDS. THE RESULT IS THE AMOUNT OF DOLLARS THEY MUST LEVY ON PROPERTY OWNERS. u .V �� t z:. �EP ! or School Districts Cities Counties Total Dollar Levy + Dollar Levy + Dollar Levy = Dollar Levy ONCE THE TOTAL DOLLAR LEVY IS SET BY THE DIFFERENT TAXING JURISDICTIONS, A MILL RATE IS CALCULATED. THE MILLRATE IS SIMP- LY A FORMULA USED TO FIGURE OUT HOW MUCH ATAXPAYER WILL PAY IN PROPERTY TAXES TO SUPPORT THESE EXPENDITURES. Page Minnesota Legislative Commission 'Introduclnq Prooerty Taxes' LET'S SAY, FOR F,XAMPLE, TI IATA CITY'S DOLLAR LEVY IS $1.2 MILLION AND ALL OF T'l1E ASSESSED VALUE. (NOT MARKET VALUE) OF ALL OF '111E PROPERTY WITHIN THAT CITY IS $150 MILLION. THE MILL RATE COMPUTATION WOULD GO LIKE THIS... I S150,(1(X),(l(10 Assessed Value Idivided by} S1,200,000 Levy = .008 = 8 Mills I IF THE TOTAL LEVY FOR CITIES, COUNTIES, AND SCHOOLS WERE $7,500,000, THE COMPITT'ATION WOULD BE... 5150.000,0(!(1 Assessed Value {divided by} S7,500,(X)O Levy = .050 = 50 Midis REMEMBER, MILL RATES VARY DUE TO LOCAL SPENDING DECISIONS. 11 I'IIE TOTAL DOLLAR LEVY IS LESS,THE MILL RATE WILL DROP. P. TAX'S PROPERTY TAX BILL WOULD LOOK SOMETHING LIKE THIS: Mills Ta Education Levy 25.6 51% County Levy 13.2 27 City Levy 8.7 17 Miscellaneous Levy: Met Council, Mosquito Gmlrui, Watershcds 2„} __s Page 12 Minnesota LeplsistWe Commission Introducing Property Taxes' SINCE THE CITIES OF MINNEAPOLIS AND BEMIDJI SPEND DIFFERENT- LY AND HAVE A DIFFERENTTAX BASETHAN THE TYPICAL MLC SUB- URB THEIR MILT. RATES WILL BE SIMILARTO'1HE CHART BELOW: VALHALLA Valhaila'< Service CoteM111s °fB PropeaXTaxes Education Levy 25.6 51 S 703 County Levy 13.2 27 372 City Lcvy 8.7 17 234 Miscellaneous Levy 2.3 5 69 Tara 49.8 100 $1,378 TARA Tara% C C Service Miilc %p Prnne�Taxec F.ducalion Levy 22.3 43 $473 County Levy 12.1 23 253 City Levy 15.8 30 330 Miscellaneous Levy 2.0 Snmwhird'e Service Costs Properr(y Taxec Education Levy 29.6 48 5260 County Levy 19.9 32 173 City levy 4 44 108 SNOWBIRD A Snmwhird'e Service Costs Properr(y Taxec Education Levy 29.6 48 5260 County Levy 19.9 32 173 City levy 12.6 20 108 Miscellaneous Levy A 0 0 Tara 62.2 100 $541 Page 13 Minneso4 LegislatWe Commission -Imrodutinq Property Taxes - TME CHART BELOW ILLUSTRATES THE RELATIONSHIP BETWEEN A HOME'S VALUE AND THE PROPERTY TAXES AN OWNER PAYS. REMEMBER, VALHALLA, TARA AND SNOWBIRD ARE ALL COMPARABLE I.E., EACH HOUSE IS A 25 YEARS OLD, 1300 SQUARE FEET, THREE- BEDROOM RAMBLER, WI -1-1-1 1 12 BATHROOMS, AN UNFINISHED BASE- MIiNT, CENTRAL AIR, A FIREPLACE AND A DOUBLE GARAGE. Property Value %Greater Taxes %Increase Valhalla $94,000 $1,378 13.2% 25.2% Tara S83,O00 1,100 Valhalla $94,(X)0 $1,378 91.8% 154.7% Snowbird $49,(XX) 541 Tara $83,(XX) 51,100 69.4% 103.3% Snowbird $49,000 541 REMEMBER, VALHALLA, TARA AND SNOWBIRD ARE ALL COMPARABLE I.E., EACH HOUSE IS A 25 YEARS OLD, 1300 SQUARE FEET, THREE- BEDROOM RAMBLER, WI -1-1-1 1 12 BATHROOMS, AN UNFINISHED BASE- MIiNT, CENTRAL AIR, A FIREPLACE AND A DOUBLE GARAGE. i Minna.< legielatiw Committal 'Introducino Property T!xea' CITY SPENDING j`j OCUSING ON CrIY SPENDING FOR ONE ADDITIONAL MOMENT. P. TAX AND HIS FAMILY PAY ONLY S303 IN NET PROPERTY TAXFS FOR THE SERVICES HE RECEIVED IN HIS CITY. EXAMPLES OF MUNICIPAL SERVICES ARE: • Fire Protection • Police Protection • City Parks and Recreation Programs • City Street Repairs and Plowing ALSO YOU SHOULD KNOW THAT MILL RATFS CAN VARY DUE TO AS- SESSED VALUE. THE MORE ASSESSED VALUE ATAXING DISTRICT HAS WITHIN ITS BOUNDARIES, THE LOWER TI IE MILL RATE NEEDSTO BETO COLLECT THE SAME AMOUNT OF PROPERTY TAX DOLLARS. THIS DOESN'T MEAN THE PROPERTY TAXPAYER WILL PAY LESS_ A I OWER MIT I. RATE ON HIGHER VALUE PAYS AS MUCH AS A HIGH 'NII 1 RATE ON LOW VALIIF; AS WE PROCEED wrim OUR EXAMINATION OF MINNESOTA'S PROPER- TY TAX SYSTEM, WE'LL TOOK TO OUR THREE MODELS TO SEF. HOW EACH PROVISION WOULDAFFECTTHE PROPERTY TAXTHEIR OWNERS WOULD PAY. Page 15 Minnesota Legislative Commission "Introducing Property Tii.ei TRANSFER PAYMENT SYSTEM BEGINNING IN 1967, WHEN TI IE STATE ENACTED A 3% SALES TAX (IT'S PRESENTLY 6%), THE LEGISLATURE STEPPED UP ITS POLICY OF TRANSFER PAYMENTS WHERL'BY MILLIONS OF DOLLARS OF INCOME TAX AND SALES TAX REVENUES ARRIVE ATTHE STATE TREASURY IN S71'. PAUL AND ARE CONVERTED BACK TO TRANSFER PAYMENTS TO LOCAL. UNITS OF GOVERNMENT AND SCHOOL DISTRICT'S TO HOLD DOWN PROPERTY TAXES. IN 1987 MORE THAN $2,625,000,000 T'ILArS 2.62 BILLION DOLLARS, FOLKS! WILL BE TRANSFERRED TO SCHOOLS, CITIES AND COUNTIES MINNESOTA'S TRANSFER PAYMENT SYSTEM ANNUALCOST 1987 Homestead Credit (non -education) S 320,000,000 Agricultural Tax Credit 116,0(X),(KX) Local Government Aids 324,000,((X) State Paid Education Aids 1,467,000,000 School Property Tax Credits 398,(XX),000 TOTAL S2,625,000,0W Page MinnesotaLegiflaliva Commission .Imroaucing Property Taxes" THE TRANSFER PAYMENT SYSTEM WORKS LIKE THIS ... Payto the Order o[ I I Slate IS 2,620,000, UUU , r 2,620,000,000 Legislature f Taxpayers Pay Decides Now To Money Is Sent Schools, Cities, Taxpayer pays State 52.62 Split Up These Out Based On And Counties $2.62 Billion Billion Extra Extra Income & Legislative Receive Dollars Less in property Income & Sales SalesTax Policies taxes Revenues JUST BECAUSE YOU PAID SI,(XX) IN ADDITIONAL INCOME AND SALES TAXES DOES NOT MEAN YOU WILL RECEIVE Sl,(XX) IN ADDITIONAL PROPERTY TAX RELIEF! SOMEONE WILL, BUT IT MAY NOT BE YOU. SOME WILL RECEIVE MORE, SOME WILL RECEIVE LESS. Page 17 zs Minnesota Legislative Commission 'Inlrooucing Properly Taxes' TRANSFER PAYMENTS GUARANTEE- TIIAT TILE SAME PEOPLE PAYING INCOME AND SALES TAXES WILL NQI HE THE SAME PEOPLE RECEIV- ING PROPERTY TAX REIJF.F. THIS REDISTRIBUTION OFTAX PAYMENTS IS THE INTElMONAL RESULT OF LEGISLATIVE POLICY. LEGISLATORS DEVISE FORMULAS TO REDISTRIBUTE TAX DOLLARS. TWO FORMULAS WE HAVE ALREADY DISCUSSED ARE CLASSIFICA'T'ION SYS"IEMS AND ASSESSMENT RATIOS. ANOTHER POLICY WHICH REDISTRIBUTES TAX DOLLARS IS THE LOCAL GOVERNMENT AID FORMULA. LOCAL GOVERNMENT AID TI IE LOCAL GOVERNMENT AID PROGRAM WAS ESTABLISHED IN 1971. THIS PROGRAM WILL RECEIVE $324 MILLION IN TRANSFER PAYMENTS IN 1988. BECAUSE THE FORMULA IN 1971 WAS EXPENSE -DRIVEN, THE NET RESULT TODAY IS CITIES WHICH HISTORICALLY HAVE SPENT FEWER DOLLARS ARE PENALIZED. TI IE EFFECT OF THE CURRENT IOCALGOV FRNMF.NT AID FORMULA IS TO GIVE FEWER DOLLARS PER PERSON TO M LC CITI ES AN D MORE DOL- LARS PER PERSON TO CITIES OFTIIE FIRST CLASS AND LARGER OUT - STATE CITIES. THIS DISPARITY IS INTENTIONAL. THE LOCAL GOVERN- MENT AID FORMULA 1S N07' DEl'ERMINED ON A PER CAPITA BASIS, I IOWEVER, POR IIJ.USTRATIVE PURPOSES THE CHART BELOW SHOWS HOW MUCH A FAMILY OF FOUR WOULD RECEIVE IN LOCALGOVERN- MENT AID FOR EACH OF THE RESPECI7 V E CITIES. Page 1 Minnesota Legfslative Commission `Introducing Properly Taxes' VALHALLA Cross City Property Without LGA, Homestead Credit or School Finance Translcr Payments $2,539 Lecal Gow:rnmcnl Aid -34 Property Tax with LGA Reduction 3505 Percent Reduction Due to LAA 1% TARA Gross City Property Without LGA, Homestead Credit or School Ftoance Transfer Payments 22.233 kcal GovtrnmeM Aid .214 Propcny Tax with L(:A Reduction f2, 109 Perecnt Reduction Due to L.(;A 1111 SNOWBIRD Gross City Properly Without LGA, Itomestead Credit or School Fussnce Transfer Payments $1,770 Local Govcmurcol Aid -158 Property Taxwith LAA Reduction f17612 Percent Reduction Dun to LAA 10% IS IT REALLY FAIR THAT THE DISPARITY AMONG THESE HOMES IS SO GREAT? SHOULDNTTHE PRESENT LGA POLICY BE RE-EXAMINED AND REVISED? THE MLC BELIEVES SO. Page 19 Minnesota Legblatire Commission `Inlroduclnq Property Taxes' HOW ARE LGA PAYMENTS TO CITIES COMPUTED FOR 1987? TI IE FORMULA WORKED LIKE THIS: 1. PAYABLE 1963 PROPERTY TAX LEVY: 2. PAYABLE 1984 PROPERTY TAX LEVY: 3. PAYABLE 1985 PROPERTY TAX LEVY: 4. 1983 LOCAL GOVERNMENT AID: 5.19a4 LOCAL GOVERNMENT AID: 6. 1985 LOCAL GOVERNMENT AID: 7. 1983 ATTACHED MACHINERY AID: 8. 1983 POPULATION ESTIMATE+ 9. 1983 AIIACNED MACH THERT AID PER CAPITA (7/8): 10. ATTACNE0 MACHINERY AID ADJUSTMENT (7, IF 9 I5 GREATER THAN 670.00): 11. ADJUSTED 1984 LOCAL GOVERNMENT AID (5-10): 12. ADJUSIED 1985 LOCAL GOVERNMENT AID (6-10): 13. 1983 FISCAL NEED (194): 15. 1964 FISCAL NEED (2.11): 15. 1985 FISCAL NEED (3912): 16. 3 YEAR SUM OF FISCAL NEED (13914915): 17. PRELIMINARY 1966 FISCAL NEED FACTOR (16/3.0)r 18. 25X OF 1982 WATER WELL BOHOSR1 19. FINAL 1986 FISCAL NEED FACTOR (17916): 20. 1955 POPULATION ESTIMATE: 21. FISCAL NEED PER CAPITA (19/20): 22. LOCAL EFFORT MILL RATE: 23. 2964 ADJUSTEDASSESSED VALUE: 24. FISCAL CAPACITY (22 X 25): 25. 1986 PRELIMINARY LOCAL GOVERNMENT AID (1 9-24) 26. AOJU ST ED 1986 PRELIMINARY AID (GREATER OF 6 0 27. FINA LADJUEL STED 1986 PRIMINARY AID (10926): 28. 1986 AID INCREASE (27-6): 29. AID52 30. 19861 LOCALS GOVERNMENT AID AFTER FOR P APPROPRI ARIATION T ION MIT IIMi1 22(6929): 31. 1984 POPULATION ESTIMATE: 32. 19a5 LOCAL 60V ER HMFHT AID PER CAPITA (6/31): 33. MAXIMUM AID IF 1985 LGA PER CAPITA 15 GREATER 111AN OR EQUAL TO 8150.00 (6 X 1.06): 34. MAXIMUM AID IF 1985 LGA PER CAPITA 15 LESS THAN 8150.00 (6 X 1.12): 35. MAXIMUM AID IF 1985 LGA PER CAPITA IS LESS THAN 01SD.00 (31 X 8159.00): 36. FINAL MAXIMUM AID (33 OR LESSER OF 34 OR 35): 37. 102% OF 1985 LOCAL GOVERNMENT AID (CITIES OF THE FIRST CLASS ONLY): 36. PRELIMINARY 1986 LGA (LESSER OF 30 OR 36. BUT NOT LESS THAN 37 FOR FIRST CLASS CITIES): 39. REDUCTION FOR 5IATE COS (5 1 38 X OD0623251: 40. FINAL 1906 LOCAL GOVERNMENT AID (36-39): KIND OF COMPLICATED AINT rr? 4,226,375 4,745.400 5,046,627 452.056 258.647 274,166 2.705 19.700 .14 258,647 274.166 4,678.411 5.004.047 5.320.793 15.001.251 5.001,084 5.001.064 ":I IS 207.91 12.996 293.895.575 3.819,467 1.161.617 1.181.617 1.181.61 907.451 1 204,376 478.544 21.250 32.90 307.066 3,378.75D 307.066 Page zG 307.066 191 306.875 Minnesotalegislativs Commission 9ntroeucing Property Taxes" FO1988 LOCAL GOVERNMENT AIDS PER CAPITA AVERAGED $27.58 FOR MLCCPtIES, $170.08 FOR MINNEAPOLIS, $142.56 FOR ST. PAULAND S 146.92 FOR DULUTH. LCA PER CAPITA Eagan $9.04 Plymouth 9.83 Eden Prairie 11.05 Edina 12.46 Shoreview 19.14 Maple Grwe 1931 Roseville 25.01 Woodbury 33.74 Bloomington 34.37 Inver Graft Heights 35.82 Minnetonka 38.07 Burnsville 38.54 Brooklyn Park 40.69 White Bear Lake 43.43 Maplewood 52.71 Average MLC City $27.58 Golden Valley $64.47 Brooklyn Center 70.89 Moorhead 89.57 Rochester 91.70 Brainerd 114.93 Alexandria 130.06 St. Paul 142.56 Bemidji 14636 Duluth 146.92 Minneapolis 170.08 Statewide Average $91.37 MinnesotaLegislative Commission 'Introducing Property Taxes' THE MLC BELIEVES THE DISPARrIIES BETWEEN ALL THE CRIES ARE TOO GREATAND SHOULD BE REDUCED OVERTIME BY CHANGING THE FORMULA TO PROVIDE A FAIRER AND MORE EQUITABLE SYSTEM. LGA Per LGA Per CAAM CaPiL2 MLC Cities $27.58 MLC Cities 527.58 Minneapolis $170.08 St. Paul $142.56 Disparity $142.50 Disparity $114.98 Percent Disparity 517% Percent Disparity 417% LGA Per LGA Per capita capita MLC Citics $27S8 MLC Cities $27.58 Bemidji $146.36 Statewide Average 59137 Disparity $118.78 Disparity $63.79 Percent Disparity 431% Percent Disparity 231% 21 Page 22 LGA Per capita MLCCities $27.58 Golden Valley 564.47 Disparity 536.89 Percent Disparity 134% 21 Page 22 LGA Per capita MLCCities $27.58 Brooklyn Center $70.89 Disparity $43.31 Percent Disparity 157% 21 Page 22 Minnesota Legislative Commission 'InVoducl Property Tues - EXTRA, EXTRA READ ALL ABOUT IT! MINNESOTA LEGISLATURE REPEALS LGA FORMUTA 3,111E OLD LGA FORMULA IS REPEALED EF- FEC'T'IVE JANUARY 1, 1988. HOWEVER, THE LGA ALLOCATION AMOUNTS REMAIN THE SAME, THEREBY, CONTINUING THE DISPARITIES AND UNFAIRNESS THAT NOW EXIST. REMEMBER, AS CITIES GROW IN POPUTAT1ON AND PROBLEMS, THE PRESENT FORMULA DOESNT TAKE THIS INTO ACCOUNT. THIS 1S A FLAW WHICH SHOULD BE CORRECTED. MLC POLICY STATEMENT C -- MINNESOTA'S LGA FORMULA SHOULD NOT INCLUDE FACTORS WHICH REWARD SPENDING. THE MLC BELIEVES A WEIGFITED PER CAPITA FORMULA HAS MERIT. PEOPLE CREATE PROBLEMS AND DEMAND SERVICES, THEREFORE ANY FORMULA SI IOULD TAKE INTO CONSIDERATION SEVERAL DEMOGRAPHIC FACTORS. THE MLC WILL DEVELOP AND PROPOSE A NEW FORMULA WHICH WILL CONSIDER THESE FACTORS. Page 23 Minnesota Legislative Commission 'Introducing Properly Taxes" F,XTRA, EXTRA, READ ALL ABOUT IT! L 'ytis 0f� HOMESTEAD CREDIT PROGRAM REPEALED BEGINNING IN 1989, THE HOMESTEAD CREDIT PROGRAM 1S REPEALED. IN ITS PLACE WILL BE A NEW PROG RAM THE 1987 LEGISLATURE ENACTED, CALLED HOMESTEAD REPLACEMENT AID. LFT'S TAKE A CLOSER LOOK AT THIS NEW PROGRAM. HOMESTEAD REPLACEMENT AtD THE STATE WILL NO LONGER REIMBURSE 54% OF LOCAL TAXES AS IT DID UNDER THE HOMESTEAD CREDIT PROGRAM. RATHER, THE NEW HOMESTEAD REPLACEMENTAID IS FIGURED LIKE THIS: 52%of the assessed value on the first $68,000 of market value will be exempt from property taxes. The state will pay the city, county, school districts for this assessment value, i.e., lost Page 24 Minneeote 1stative Commbslon .1. my Prolmry Taxes• HOMESTEAD REPLACEMENT AID O HOW rr'S FIGURED VAr i as ri ° I --$94,000 Market Valuc, first S68,000 market v-dluc x 37% assessment ratio = $25,160 assessed value --52% of this value will be exempt from the property tax levy -- 52%x 525,160 = $13,093. -413,063 is the amount the county auditor will subtract from the total assessed value before the mill rate is applied. The amount of credit the taxpayer will receive is computed as follows: s 03,0193 Exempt Amount X 04" Local Mill Rate S 651,53 Homestead Replacement Aid Credit THEREFORE, PROPERTY TAX ON A HOME WITH 594,000 TOTAL MARKET VALUE WOULD BE COMPUTED AS FOLLOWS: S12,077 en the rug 569,(Xx) _ 025,160 - 513,093 = 512,077) +15.6011 on the remaining 526,000 (no exemption over 54000) 5 27,677 Irxal assessedvalue x !4199 local mill rate of 49.9 mills 31,379-31 NETPROPERTYTAX THIS $651.53 WOULD HAVE HAD TO BE PAID BY P. TAX IF THE LEGISLA- TURE DECIDED TO NOT -SUBSIDIZE" LOCAL SPENDING THROUGH ANOTHER STATE DEVISED 'TRANSFER PAYMENT SYSTEM," NOW CALLED HOMESTEAD REPLACEMENT AID. Page 25 �s Minnesota L"Istative Commission 'Introducino Property Taus' TART► Q I I Q —$83,000 Market Value, first 568,000 market value x 37% assessment ratio= $25,160 assessed value --52% of this value will be exempt from the property tax levy — 52% x $25,160 = $13,083. --$13,083 is the amount the county auditor will subtract from the total assessed value before the mill rate is applied. The amount of credit the taxpayer will receive is computed as follows: 313,093 Pxmpt Amount x .0522 local mill Rate S 692.93 Hrxneaead Replacement Aid Credit THEREFORE, PROPERTY TAX ON A HOME WITH 583,00(1 TOTAL MARKET VALUE WOULD BE COMPUTED AS FOLLOWS: S 12,077 on the first W,000 _ (S15,14A - $13,093 = $12,077) + 9,00 on the remainingd $15,000 (no exemption over 569,000) $ 21,077 total assessed value x .0522 Ines1 mill are of 52.2 mills sijac1 NET PROPERTY TAX TI IIS $682.93 WOULD HAVE HAD TO BE PAID BY MARY MEIRO IF THE LEGISLATURE DECIDED TO NOT "SUBSIDIZE" LOCAL SPENDING THROUGHANOTHER LER STATE DEVISED -TRANSFER PAYMENT SYSTEM," NOW CALLED HOMESTEAD REPLACEMENT AID. Page 26 Minnesota Legislative Commission `Introducin Pro ert Taxes' SNOWBIRD Ion, -449,000 Market Value, first S49,INHl market value x 37%a assessment ratio= $18,130 assessed value -52% of this value will be exempt from the property tax levy --52%x$18,130 = $9,428. --59,428 is the amount the county auditor will subtract from the total assessed value before the mill rate is applied. The amount of credit the taxpayer will receive is computed as follows: S 9,_428 EacmPt An,.ont x .0622 t.ocal Mill Rale S 586.42 Homestead Replacement Aid Credit THEREFORE, PROPERTY TAX ON A HOME WITH $49,(0)TOTALMARKET VALUE WOULD BE COMPUTED AS FOLLOWS: S 8,702 on the fire S49,000 (SI8,130-59.428 = S8,702) S 8,702 [Nat asxsxd value x 60622 total mill ratc of 62.2 mill. S 541.26 NET PROPERTY TAX TI IIS 5586.42 WOULD HAVE HAD TO BE PAID BY RALPH RURAL IF THE LEGISLATURE DECIDED TO NOT "SUBSIDIZE" LOCAL SPENDING THROUGH ANOTHER SPATE DEVISED "TRANSFER PAYMENT SYSTEM," NOW CALLED HOMESTEAD REPLACEMENT AID. AND THEY PROMISED rl' WOULD BE SIMPLER Page 27 zs Minnesota Leylslativa Commisslo t 'Introducing Property Taxes' IN THEORY THATSTHE WAY ITS SUPPOSEDTO WORK. 1'IIIS FORMULA WILL BE USED AN D TI IE CREDIT WILL APPEAR ON P. TAX'S PROPERTY TAX BILL IN REALITY WHAT WILL HAPPEN 1S THE STATE WILL TAKE THE TOTAL AMOUNT OF HOMESTEAD CREDIT DOLLARS YOUR CITY WOULD HAVE RECEIVED IN 1988 IF THE HOMESTEAD CREDIT WOULD HAVE BEEN SET AT A 52% MAXIMUM. THIS AMOUNT WILL BE THE STATE APPROPRIATION YOUR CITY WILL RECEIVE IN 1989. IN FUTURE YEARS THIS AMOUNT WILL BE ADJUSTED BASED ON ADDITIONAL HOMESTEADS AND THE INFLATION RATE. PROPERTY TAXPAYERS ARE GIVEN CREDITS THAT DO NOT HAVE A SPECIFIC CONNECTION TO WI LATA CITY ACTUALLY RECEIVES. THERE WILL BE NO DIRECT RELATIONSHIP BETWEEN THE TWO COMPUTA- TIONS. DOES THAT REALLY MAKE SENSE? WHAT DOESTHE HOMESI'EAD REPIACEMENT AID PROGRAM DIRECT- LY MEAN TOTHEOWNERS OFOUR TIiREEMODELS? HOWDOESTHIS TRANSFER PAYMENT SYSTEM PERSONALLY AFFECT THE PROPERTY TAXES THEY PAY? LETS AGAIN USE OUR THREE MODELS TO COM- PARE. 28 Minnesota Legislative Commisslon `Introduci Property Taxes" Valhalla Tara Snowbird Gross Tax Levy Without Transfer Payments f 2,539 S 2,233 f 1,770 LGA Transfer Payment -34 -214 -158 Homestead Replacement Transfer Payment -652 -683 -541 Total Property Tax With LGA & Homestead Replacement Aid Reduction S 1,853 S 1,336 $ 1,071 Percent Reduction Due to LGA and Homestead Replacement Aid 37% 67% 65%u Pegs 29 TS MinnesotaLegislative Commisslon 'Introducing Property Taxes' THE NEXT PROPERTYTAX MYSTERY P.TAX WILLEXPLORE IS SCHOOL FINANCE Page 30 Mlnnesots Legislative Commission -lotroductrg Property Taxes' SCHOOL FINANCE E DUCATION COSTS MONEY ... A LOT OF MONL'Y. FOR THE SCHOOL YEAR 1988-89,THE STATE LEGISLATURE HAS APPROPRIATED $I5BjL - LM TO PAY FOR ELEMENTARY AND SECONDARY PUBLIC EDUCA- TION. IN ADDITION TO DIRECT' PAYMENTS TO SCHOOL DISTRICTS, TH E LEGISLATURE HAS ALSO APPROPRIATED AN ADDITIONAL $400 MIL- LION FOR SCHOOL -RELATED PROPERTY TAX RELIEF PROGRAMS FOR HOMEOWNERS AND FARMERS. BUT THE STATE OF MINNESOTA DOESN'T PAY THE ENTIRE EDUCATION BILL PROPERTY TAXPAYERS WILL PAY AN ADDITIONAL $1.6 11111][Orl IN TAXES DURING SCHOOL MINNESOTA ELEMENTARY & SECONDARY EDUCATION SPENDING 1988-89 SCHOOL YEAR Direct State Appropriation $1.5 Billion State Paid Property Tax Relief to. School Districts 4 Rmi,,,, Total State Appropriations $1.913illion Local Property Tax Levies $1.6 Billion Total Estimated Expenditures for Education 1988-89 $3.5 Billion a Minnesota Leglsistive Commission "Introducing Properly T. -V HOW IS THE $35 BILLION DIVIDED AMONG MINNESOTA'S 433 SC1400L DISTRICTS? THE LEGISLATURE ENACTS DISTRIBUTION FORMULAS WHICH DETERMINE HOW MANY STATE DOLLARS A SCI i00L DISI'RICr RECEIVES COMPARED TO HOW MANY PROPERTY TAX DOLLARS TI4 EY MUST LEVY LOCALLY. MINNESOTA'S CONSTITUTION REQUIRESTHATTHE LEGISLATURE "E.S- TABLTSH A GENERAL AND UNIFORM SYSTEM OF PUBLIC SCHOOLS." THIS PROVISION HAS BEEN INTERPRETED TO MEAN THAT EACH SCHOOL DISTRICT MUST RECEIVE APPROXIMATELY TILE SAME NUM- BER OF DOLLARS FOR EACH PUPIL REGARDLESS OF TME PROPERTY VALUES W I iERE TI IAT STUDENT LIVES. IF SCI IOOIS WERE FUNDED EN- TIRELY BY PROPERTY TAX, DISTRICTS WHICH CONTAINED AN ABUN- DANCE OF PROPERTY WEALTH WOULD BE ABLETO PROVIDE A LARGE AMOUNTOFSCHOOL DOLLARS BY LEVYING A SMALL MILL RATE. TI IE CONVERSE WOULD BE TRUE FOR DISTRICTS THAT ARE "PROPERTY POOR." Page :11 Minnesota Legislative Commission "IntroAucl9 Pro edTaxes' THE LEGISLATURE THEREFORE ENACTED THE "MINNESOTA MIRACLE" IN 1971 WHICH GUARANTEED EVERY PUPIL THE SAME AMOUNT OF MONEY REGARDLESS OF PROPERTY WEAL'T'H. IN LOW VALUED DISTRICTS THE STATE WOULD MAKE: UP THE DIFFERENCE WITH STATE TAX DOLLARS. IN HIGH VALUED DISTRICT'S THE LOCAL PROPERTY TAX WOULD PROVIDE EDUCATION DOLLARS. THIS CON- CEPT IS CALLED: EQUA1.17ATION AN EXAMPLE: FOR SCHOOL YEAR 1988-89 EACH SCHOOL DISTRICT IN THE STATE WILL LEVY 35 MILLS AND THE STATE WILL GUARANTEE THAT EACH DISTRICT WILL RECEIVE $2,735PER PUPIL Wf1ETHERTl1E $2,735 IS OBTAINED FROM STATE TAXES OR FROM PROPERTY TAXES IS NOT IMPORTANT. WHAT IS IMPORTANT IS THAT EVERY SCHOOL DIS- TRICT WILL RECEIVE AN IDENTICAL AMOUNT OF DOLLARS TO EDU- CATE EACI I PUPIL Page 33 6 r SINCE BEMIDJI HAS MUCH LESS ASSESSED VALUE 1 RELATION TO ITS TOTAL SCHOOL BUDGET, THE STATE PAYS TWO-THIRDS OF BEMIDJI EDUCATION COST AND ONLY ONE-THIRD OF TME COST INCURRED BY EDEN PRAIRIE AND MINNEAPOLIS. NOTE THE DOLLARS PER PUPIL. IN THE LAST COLUMN ARE SUBSTANTIALLY THE SAME. 'Pupils are given different wcighings. An elementary pupil is weighed one pupil unit a secondary student will be weighed 1.35 in 1988-89. Therefore, if these school districts contained 50 elementary and 50 secondary student%, the actual budget would be 50 x 1 + 50 x 1.35 or 127.5 pupil units, rather than 100 pupils. —For the purpose of this comparison, Bemidji s assessed value, property levy and state aid payments are the amounts for the entire Bemidji School District, which includes cities outside of the City of Bemidji's boundaries. Page 34 Minnesota Legialative Commission "Introducine Property Tasea' TO ILLUSTRATE: %Total Assessed Property State Aid Total State $ Pc Pupils' Value Levy Payment Budget Payment Pupi (OW) (000) (000) (000) Ed Prairie 6,132 5390,749 512,919 $8,746 $21,665 40.4% $3,53: Mpls 56,964 52,647,935 $142,925 571,457 $214,382 33.3% 53,76: Bemidji" 5,973 $104,963 $6,856 $13,958 S20,814 67.1% $3,48` SINCE BEMIDJI HAS MUCH LESS ASSESSED VALUE 1 RELATION TO ITS TOTAL SCHOOL BUDGET, THE STATE PAYS TWO-THIRDS OF BEMIDJI EDUCATION COST AND ONLY ONE-THIRD OF TME COST INCURRED BY EDEN PRAIRIE AND MINNEAPOLIS. NOTE THE DOLLARS PER PUPIL. IN THE LAST COLUMN ARE SUBSTANTIALLY THE SAME. 'Pupils are given different wcighings. An elementary pupil is weighed one pupil unit a secondary student will be weighed 1.35 in 1988-89. Therefore, if these school districts contained 50 elementary and 50 secondary student%, the actual budget would be 50 x 1 + 50 x 1.35 or 127.5 pupil units, rather than 100 pupils. —For the purpose of this comparison, Bemidji s assessed value, property levy and state aid payments are the amounts for the entire Bemidji School District, which includes cities outside of the City of Bemidji's boundaries. Page 34 MinnesotaLegislative Commission 'Ina oducing Property Taxes" HOW DO SCHOOL FINANCE TRANSFER PAYMENTS AFFECT VALHAL. " TARA AND SNOWBIRD? THE CHART BELOW WILL SHOW YOU: Page 35 =S Minnesota Leglstative Commission -Introducing Property Taxes" THE MLC'S POLICY ON SCHOOL FINANCE THE MLC BELIEVES THAT ANY SYSTEM OF SCHOOL FINANCING SHOULD BE EQUITABLE AND FAIR. THE FUNDAMENTAL POLICY OF EQUALIZATION IS SOUND. HOWF.VER, TILE MLC OP- POSES THE POLICY ENACTED BY THE 1987 LEGISLATURE WHICH "RECAPTURES" LOCALLY RAISED PROPERTY TAXES. IF A SCHOOL DISTRICT'S PROPERTY WEALTH IS SUFFICIENT TO PLACE IT OFF THE FORMULA, THEN 'THE DISTRICT SHOULD BE PERMITTED TO LEVY FEWER MILLS RATHER THAN BE REQUIRED TO LEVY THE MAXIMUM NUMBERS OF MILLS, TIIE EXCESS WHICH WILL BE RECAPTURED AND REDISTRIBUTED BY THE STATE. Valhalla Tata Snowbird Gross Property Tax Bill S2,539 $2,233 $1,770 Less LGA Transfer Amount 34 214 158 Less Homestead Replacment Transfer Payment 652 683 541 Less School Finance Transfer Payment 475 236 530 Total Net Property Tax $1,378 $1,100 $541 Total Amount of State TransferPaymems $1,161 $1,133 $1,229 Percent Reduction in Total Property Taxes Due to All Transfer Payments 84% 103% 227% Page 35 =S Minnesota Leglstative Commission -Introducing Property Taxes" THE MLC'S POLICY ON SCHOOL FINANCE THE MLC BELIEVES THAT ANY SYSTEM OF SCHOOL FINANCING SHOULD BE EQUITABLE AND FAIR. THE FUNDAMENTAL POLICY OF EQUALIZATION IS SOUND. HOWF.VER, TILE MLC OP- POSES THE POLICY ENACTED BY THE 1987 LEGISLATURE WHICH "RECAPTURES" LOCALLY RAISED PROPERTY TAXES. IF A SCHOOL DISTRICT'S PROPERTY WEALTH IS SUFFICIENT TO PLACE IT OFF THE FORMULA, THEN 'THE DISTRICT SHOULD BE PERMITTED TO LEVY FEWER MILLS RATHER THAN BE REQUIRED TO LEVY THE MAXIMUM NUMBERS OF MILLS, TIIE EXCESS WHICH WILL BE RECAPTURED AND REDISTRIBUTED BY THE STATE. Minnesola Legislative Commission 'Introducing Property Taxes' FISCAL DISPARITIES THE LEGISLATURE NOT ONLY MANIPULATES WHAT INDIVIDUAL PROPERTY TAXPAYERS PAY THROUGH CLASSIFICATION SYSTC•MS, ASSESSMENT RATIOS, LOCAL GOVERNMENT AIDS AND CREDIT PROGRAMS SUCH ASTHE HOMESTEADCREDIT, BUTTHEY ALSO HAVE SET POLICIES WHICH IN EFFECT CAPTURE PROPERTY TAX DOLLARS FROM ONE CITY AND REDIS'T'RIBUTES THEM TO ANOTHER. THIS POLICY 1S CALLED FISCAL DISPARITIES. IT ONLY APPLIES TO CITIES LO- CATED IN THE SEVEN -COUNTY METROPOLITAN AREA. T11E LFGISL.A- TURE ENACTED THIS POLICY IN 1971. IT WORKS LIKE THIS: 40% OF ALL THE POST -1971 ASSESSED VALUE OF All. COMMERCIAL -INDUSTRIAL PROPERTY LOCATED IN A MUNICIPALITY IS CAPTURED AND PUT IN ONE LARGE FISCAL DISPARMES'POOL' THE TOOL: 1STHEN REALLOCATEDTO EACH MUNICIPALITY BASED ON A FORMULA "THAT REDISTRIBUTES WEALTH. COMMUNITIES WITH HIGH COMMERCIALINDUSTRIAL ASSESSED VALUES AND LOW MILL RATES BECOME NEI' LOSERS WHILE COMMUNITIES WITH LOWER C-1 ASSESSED VALUES AND HIGHER MILL RATES BECOME NET WINNERS, LE., THEY RECEIVE MORE DISTRIBUTIONS FROM THE POOLTHAN TH EY CONTRIBUTED. FOR NETLOSERSTIIEEND RESULTISIHATALLTHEIR PROPERTY TAXPAYERS PAY MORE PROPERTY TAX THAN THEY WOULD IF THE FISCAL DISPARITIES LAW DID NOT EXIST. THE CON- VERSE IS TRUE FOR NET WINNERS. RESIDEN'T'S THAT LIVE IN NET WIN- NER CITIES PAY LESS IN PROPERTY TAXES THAN THEY WOULD WTIHOUT FISCAL DISPARITIES. Page 37 Minnesota Legislative Commission -Introducing Property Taxes - `"T FACTORS MAKE A COMMUNITY A NET LOSER OR WINNER? FIS- CAL DISPARITIES IS ANOTHER LEGISLATIVE POLICY BASED ON PROPERTY WEALTH ANDABILTTYTO PAY. CITIESWITH HIGH PROPER- TY VALUES BASED ON A PER PERSON BASIS Will, BE NET LOSERS. COM- MUNITIES WITH HIGH VALUE PROPERTY WILL BE SUBJECT TO A LOWER MILL RATE THAN LOW VALUE COMMUNITIES, ASSUMING THEIRSPENDING PATTERNS ARETIIE SAME. THE LEGISLATION WHICH ESTABLISHED FISCAL DISPARITIES STATED: -7he Legislative finds it desirable to ... increase the likelihood of orderly urban development by reducing the impact facal considerations on the location of business and residential growth ... and to establish incentives for all pans of the area to work for the growth of the area as a whole." SOME ARGUE THAT THE FISCAL DISPARITIES LAW REDUCES THE IN- CENTIVE FOR COMMUNITIES TO PROMOTE THE EXPANSION OF COM- MERCTAIANDUSTRIAL PROPERTY GROWIH. Page 38 Minnesota Legislative Commission "Introducln Pro en Tesea" FISCAL DISPARITIES HOW DOES IT WORK? EiUL 40% of the annual increase (after 197 1) in the assessed valuation of commercial - industrial property is placed in a metropolitan "pool." bk= a "need" formula based on population and fiscal "capacity" (per capita market value of all taxable property including residential) is applied. Lnauv each community is assigned a share of the metropolitan pool, which it taxes as it does property within its boundaries. FISCAL DISPARITIES DOES EQUALIZE MILL RATES THROUGH REDISTRIBUTING WEALTH. TfiE MLC POLICY ON FISCAL DISPARITIES IS: • • • INTENTIONALLY LEFT BLANK 39 Minnesota Legislative Commission 'introducing Property 7eses" LEVY LIMITS `J`JHAT IS A LEVY LIMIT? LEVY LIMITS ARE SELF DESCRIPTIVE -- A LIMITATION ON I IOW MUCH A CITY CAN LEVY, I.E., RAISE THROUGH PROPERTY TAXES. THESE. LIMITS ARE NQT SELF-IMPOSED, RATHER THE STATE LEGISLA- TURE SETS THE MAXIMUM AMOUNT OF PROPERTY TAXES A CITY CAN LEVY. EVEN IFTHERESIDENTS AND ELECTED OFFICIALS WANT ADDI- TIONAL SERVICES THEY WILL BE RESTRAINED BY THE LEVY LIMIT. THE LEGISLATURE HAS NOT IMPOSED I.EVY LIMITS UPON ITSELF. MLC'S POLICY ON LEVY LIMITS LEVY LIMITS ARE AN INFRINGEMENT ON LOCAL ACCOUNTABILITY. THEY FREQUENTLY CAUSE PROPERTY TAXES TQ INCREASE MORE THAN IF THERE WOULD BE NO LIMIT. THE MLC STRONGLY URGES THE LEGISLATURE TO REPEAL LEVY LIMITS AND RESTORE LOCAL GOVERNMENT AC - Page 40 Minnesota Leglslative Commhslon `Introducina Property T es' EE END IS NEAR WE'VE EXAMINED THE BASIC CONCEPTS BEHIND MINNESOTA'S PROPERTY TAX SYSTEM. THE CHART' BELOW SUMMARIES THE MAJOR PROVISIONS. IT, IS FAIR TO SAY THAT EACH LEGISLATIVE POLICY HAS, AS A MAJOR CONSIDERATION, TIIE REDISTRIBUTION OF INCOME. THIS POLICY IS NOTINHERENI'LY WRONG. THIS ISSUE IS'rO WHATDEGREE DOES THIS POLICY BECOME COUNTER PRODUCTIVE? WHEN DOES THE BURDEN PLACED ON THE NET LOSERS BECOME TOO HEAVY TO BEAR? THE MLC IS COMMITTED TO ESTABLISHING A FAIR AND EQUITABLE PROPERTY TAX SYSI'EM. Page at ZS MinnesotaLegls4tive Commisslon •Introducing PropeAy Taxes' MLC PROPERTY TAX POLICY THE MLC BELIEVES THAT THE NEW PROPERTY TAX SYSTEM- I'HOUGH SIMPLIFIED, IS STILL IN NEED OF REVISION. IT NEEDS TO BE REVISED TO ALLOW LOCAL UNITS OF GOVERNMENT AND IN- DIVIDUALS TO MAKE DECISIONS WrrHOUTAS MANY STRINGS AT- 'T'ACHED TO THE REVENUES RAISED BY THE PROPERTY TAX. IT ALSO SHOULD BE REFOCUSED TO ELIMINATE MANY OF TI IE DIS- PARITIES THAT NOW EXIST. NOW IS THE TIME TO LOOK AT NEW IDEAS AND CREATIVE, SOLUTIONS. THE MLC WILL BE WORKING TOWARD DRAFTING NEW PROPERTY TAX LEGISLATION WHICH WILL BE BASED UPON THE PRINCIPLES OF STABILITY, SI MPLICITY, FAIRNESS AND ACCOUNTABILITY. THE END - Result Claccifieation Types Redistributes Tax Dollars Assessment Ratios Redistributes T'ax Dollars Transfer Payments Redistributes Tax Dollars Homestead Replacement Aid Redistributes Tax Dollars Local Government Aids Redistributes Tax Dollars Levy Limits Scbool rinance Fiscal Disparities Restricts Local Control Redistributes'rax Dollars Redistributes Tax Dollars IT, IS FAIR TO SAY THAT EACH LEGISLATIVE POLICY HAS, AS A MAJOR CONSIDERATION, TIIE REDISTRIBUTION OF INCOME. THIS POLICY IS NOTINHERENI'LY WRONG. THIS ISSUE IS'rO WHATDEGREE DOES THIS POLICY BECOME COUNTER PRODUCTIVE? WHEN DOES THE BURDEN PLACED ON THE NET LOSERS BECOME TOO HEAVY TO BEAR? THE MLC IS COMMITTED TO ESTABLISHING A FAIR AND EQUITABLE PROPERTY TAX SYSI'EM. Page at ZS MinnesotaLegls4tive Commisslon •Introducing PropeAy Taxes' MLC PROPERTY TAX POLICY THE MLC BELIEVES THAT THE NEW PROPERTY TAX SYSTEM- I'HOUGH SIMPLIFIED, IS STILL IN NEED OF REVISION. IT NEEDS TO BE REVISED TO ALLOW LOCAL UNITS OF GOVERNMENT AND IN- DIVIDUALS TO MAKE DECISIONS WrrHOUTAS MANY STRINGS AT- 'T'ACHED TO THE REVENUES RAISED BY THE PROPERTY TAX. IT ALSO SHOULD BE REFOCUSED TO ELIMINATE MANY OF TI IE DIS- PARITIES THAT NOW EXIST. NOW IS THE TIME TO LOOK AT NEW IDEAS AND CREATIVE, SOLUTIONS. THE MLC WILL BE WORKING TOWARD DRAFTING NEW PROPERTY TAX LEGISLATION WHICH WILL BE BASED UPON THE PRINCIPLES OF STABILITY, SI MPLICITY, FAIRNESS AND ACCOUNTABILITY. THE END - �+n:an�,;�nt�eata ........................................ liOr 1 3 ding 7 - Your strategies should center around your house, your company benefit plans and some well -considered Having money in the family. What an idle dream it seemed when you started out in your first apartment with a few wedding presents and a batch of furniture the Salvation Army wouldn't take. Your rent seemed bigger than the national debt and, to make ends meet, you drove an Own -a -Wreck and survived on a diet of meatless meatloaf. Now that you have progressed in life and career, it's easy to see how your stan- dard of living has advanced. Yet if you are in your forties or fifties, you may be sur- prised to discover when you tot up your assets that you have accumulated a stun- ning sum. If you are younger, you may be equally amazed at your potential for do- ing so. Says David Morse, a C.P.A. and attorney and author of Retire Rich! Plan- ning a Secure Financial Future After Tax Reform (Watts, $19.95): "Now peo- ple of average means can retire in luxury and leave something to their kids by putting aside money, investing wisely and using tax -advantaged savings plans." In- deed, wealth—a term once reserved for 52 MONEY moves in the market. the few—is beginning to touch the many. Internal Revenue Service surveys of es- tates reveal that the number of million- aires doubled between 1976 and 1982, the most recent year for which figures are available. Another 850,000 people had assets of at least $500,000, and half a mil- lion owned more than $250,000. Few of those on their way to such wealth are CEOs, rock stars or TV preachers with profitable ministries. For the most part, they consider themselves solidly middle-income people who will work, save and invest their way to upper assetdom. Chances are you are among their number. In fact, the median net worth—assets minus liabilities—of MONEY subscribers aged 25 to 49 is $143,100. The undramatic sources of most such success stories: a house in a sought-after neighborhood bought more than 10 years ago, some canny invest- ments and a well -funded employee -bene- fits plan. That's all. Yet with affluence comes responsibil- ity: on the one hand the risk of misman- agement and loss, on the other the opportunity to enlarge your pile and to pass some of it along to your heirs. In this special report, MONEY provides you with a step-by-step guide for accomplishing both these goals. (A list of the contents appears on page 55.) Developing and managing a plan that works cannot be done without help from specialists. The people pictured throughout are living tes- timony to this fact. They recruited law- yers, accountants, financial planners and other experts to guide them through the maze of wealth management. Happily, the choices were wise, so the costs more than paid for themselves. Start your asset -building program by making the most of what you have. Though your Albanian coin collection or an investment in a gourmet ice cream sec- tor fund may eventually land you on Easy Street, don't count on it: your fledgling fortune will likely depend on more down- to-earth investments. Your house is the foundation of much 'uture of Sarah and C'. trustee Pest Miles) is ?.ApH KY IONAD-uNN UV? -O. ss 111 {in the laps of guardian Jim Ramstad arks tt► estaite planning bar grandparents d and parrenEts Charlie Jr. tend Sheryl. CHOOSING A GUARDIAN WHO CARES Sheryl and Charlie Hvass Jr. are both young and healthy at 37. Chances are remote that their adopted children Sa- rah, 5, and Charles III, 2Y2, will ever be orphaned. But the Minneapolis couple nevertheless have appointed her brother, Jim Ramstad, 41 (right), a Min- nesota state senator, as guardian for the kids. They were moved to do so by memories of Sheryl's close call eight years ago when the small plane she was piloting crashed and caught fire. Says Sheryl, who spent two months in a hos- pital burn unit and required seven oper- ations: "The accident taught me how fine a line separates life and death." After the Hvasses adopted Korean - born Sarah in 1983, they didn't need le- gal prodding to begin contingency planning—both are attorneys. When Sarah was 18 months old, they set up an irrevocable living trust to provide for her upbringing and pay for her educa- tion if anything happens to them. current family wealth because its value has boomed over the past decade or so. Yet it may diminish in relative impor- tance in the future even though it keeps even with inflation. Second, pay close attention to your employee -benefits plans—especially those to which you contribute: they have gained greatly in value because they allow you to stack up tax-deferred savings. Last, examine your investments: there may be sensible ways to invest that you have never thought of. By coordinating these three elements, you can achieve both security and growth. YOUR HOUSE This remains the most valuable asset most families acquire. Indeed, in 1984, the Census Bureau estimated that a house represented about 41% of a typical fam- ily's worth. (Savings accounts were a very distant second at 14%; the survey failed to include employee -benefits plans.) Un- 54 MONEY Sheryl is trustee and Charlie successor trustee. They designated Pat Miles, 37, a Minneapolis TV -news anchorwoman, who is a longtime friend of the couple and Sarah's godmother, to assume the trustee role if they both die. Charles III, adopted in 1985, got his own trust when he was 18 months old, with Jim Ramstad as ultimate successor trustee. Ramstad also agreed to be the two children's guardian and raise them if both Sheryl and Charlie die. A frequent visitor in the Hvass (pronounced vahs) fortunately, housing economists are not forecasting the same heady gains for houses that they enjoyed in the late 1970s and early '80s. Ira S. Lowry, a Los Ange- les housing consultant, believes that the single-family house (median price today: $107,000) will track inflation over the long run. That means your home will more likely be a source of capital pres- ervation rather than capital growth. Con- sequently, Lowry counsels that you "buy a house because it is where you want to live; buy as much house as you need, but no more." Such a strategy is a break with the re- cent past, when double-digit annual in- creases in housing prices made it a smart investment to buy the grandest house you could afford. The typical house outpaced inflation by two percentage points com- pounded annually since 1970—a modest - sounding amount, but in truth a tidy gain of 29% over a three-year period when an- nual inflation ran as high as 11 %. household who is close to the kids, he already plays a big part in their lives. "Jim and I share a common upbringing that Charlie and I have tried to pass on to our children," says Sheryl, whose parents Della Mae and Marvin Ramstad, retired owners of an auto dealership, have wills naming all four Hvasses and Jim as their heirs. "Jim." she adds, "would continue the traditions." The Hvasses formalized the arrange- ment when they drew up their will this past year by simply designating Jim as guardian. Like all guardians, however, he would have to be approved by pro- bate court after the parents' deaths. Such approval is usually proforma. A bachelor, Ramstad is thrilled that he was chosen. The walls of his office at the state capitol are lined with pictures of his niece and nephew. He takes the kids skating and fishing at his lakefront home and is faithfully in attendance when Sarah plays her piano in recital. "I'd give up a Republican fund raiser to be there," he says. And why not? Sarah and Charlie march with him in commu- nity parades wearing T-shirts proclaim- ing them members of the RAmsTAD TEAM. Says Jim: "They're my best campaigners." —ROBIN MICHELt While boosts in housing prices gener- ally have occurred more slowly in recent low -inflation years, they are expected to coot out before long. Currently, about two-thirds of all sales are trade -ups, a fac- tor that has papered over the lackluster pace of first -home sales. John Tuccillo, chief economist for the National Associa- tion of Realtors, anticipates that the heavy demand for trade -up houses will continue only until the mid-1990s. New households will then be formed from among the less populous baby -bust gen- eration. "Demand will flatten, and infla- tion alone will dictate increases in house prices," he predicts. But that's no reason to give up on the American Dream of home ownership. Says Robert W. Burchell, acting director of the Center for Urban Policy Research at Rutgers University: "Using the house to accumulate wealth can be a very re- warding strategy." For one thing, making regular payments on the mortgage is a method of disciplined savings that works well for those who would normally spend every dollar they earn. Second, owning a house qualifies you for one of the few re- maining tax shelters available to individ- uals: deductions for property taxes and mortgage interest. When you sell, you can defer taxes on the profits if you put them into a new house within two years. Fi- nally, at age 55, you can exclude $125,000 of your gain from taxation. YOUR BENEFITS Coming on strong are your forgotten as- sets—so-called because you rarely think of them as such. They are the funds stored in your employee -benefits plans, and they may well turn out to be the stars of your future personal finances. There has been an explosion in growth and popular- ity of benefit plans, according to Paul Westbrook, president of Westbrook Fi- nancial Advise, c. in Watchung, N.J. "They offer more opportunity for tax- free buildup, more choice of investments, and recently, greater yield from the bull market," he says. While every company has its own wrinkles, employee -benefits plans fall into two major categories: defined bene- fit and defined contribution. The first, which has been around for decades, is really nothing more than your pension plan. Defined benefit means that the company puts away money for you and decides what you get—based on a for- mula—when you retire. Spurred by tax breaks for themselves as well as their em- ployees, more and more companies have added defined -contribution plans, which allow employees to put aside a portion of their salaries that the company adds to. There are two types of defined -contribu- tion plans: matching programs, in which a company contributes a specified per- centage—usually 50% -of what you in- vest, and profit-sharing arrangements under which your employer adds a por- tion of profits to your savings. Addition- ally, you may be offered an employee stock -ownership program (ESOP). Your employer will typically match up to 50% of the amount you invest in shares of company stock. Quietly, and inexorably, both defined - benefit and defined -contribution funds accrete until they total surprisingly large sums. At the Bechtel Group this year, a $55,000 -a -year design engineer who left after 21 years of service walked away with $314,000 from various plans. An ESOP would have added even more. The National Center for Employee Owner- ship in Oakland, Calif. found that em- ployees who earned $35,000 a year at companies with ESOPs can generally leave their jobs after 20 years with pro- ceeds from an ESOP of more than $200,000. Least flexible of the benefits is your pension, or defined -benefit plan, because you have no control over its size or man- agement and you cannot automatically take the money with you if you leave the company before retirement. Right now, most companies allow vesting after 10 years of service; however, changes in fed- eral law will reduce the waiting period to no more than seven years by 1989. Most companies do not allow or require you to make any contributions. If yours allows you to contribute extra amounts, you should carefully study the pension fund's past investment performance. (For ad- vice on how to do this, see "Guarding Your Hard -Won Wealth" on page 62.) Defined -contribution plans offer far more opportunity for wealth building IN THIS SPECIAL REPORT • Worksheets Figure out how your assets will grow, page 60 • Protections The best ways to guard your wealth from taxes, infla- tion and other threats, page 62 • Lawsuit -proofs Why you should buy liability insurance, page 70 • Estatos: All you really need to know about estate planning, page 74 • Avoiding probates A short guide to wills and living trusts, page 82 • Children: How you can still trans- fer assets to kids, page 91 * Essential legalese: A glossary of estate -planning terms, page 96 than do pension plans. If you leave your company, you can take all your contribu- tions with you. and the company's con- tribution vests more quickly than in pension plans—usually after one to three years of employment. Furthermore. many companies let you contribute to these plans as part of 401(k) salary - reduction programs. That's the best ar- rangement of all because it puts you three giant steps forward. First, you can ex- clude your contribution—up to $7,000 this year—from your taxable income. Second, you get an immediate gain on your investment because your employer matches it. Finally, the earnings are not taxed until you begin withdrawing them at age 59%. If you change jobs before then, you can roll over the funds into an Individual Retirement Account that con- tinues the tax-deferred buildup. Perhaps even more important, de- fined -contribution plans usually give you more than one investment option. The choices may include your company's stock, highly diversified portfolios of stocks and bonds that operate much like mutual funds, and guaranteed investment contracts—loans to large insurance com- panies that promise a fixed rate of return slightly higher than CDs. With most plans you can choose between two differ- ent types of investments, usually a growth fund and an income fund. If you are close to retirement, and leery of taking any risk with your money, you will probably want to choose an investment—bonds or guar- anteed investment contracts—that pay steady income. If you have just started your career, however, you may prefer more chance for growth—say, stock. Al- though you may go for growth when the stock market is about to take a deep dive. such moves are at least partly offset by the company's matching contribution. The same holds true for your ESOP. Even if your employer's stock sags, the match will compensate for temporary drops in value. When you retire, your company may offer you several payment options for your pension. The two most common choices are a monthly check or a lump sum, which is typically based on your length of service, final five years' pay and life expectancy. Deciding which to take requires detailed computations. The wealth -building point that many Ameri- cans are learning to take with increasing seriousness: if you believe you can invest OCTOBER 1987 55 the lump sum profitably enough to equal the pension you would otherwise get, you can also leave behind a sizable legacy. An added incentive: the tax bite on lump sums taken at retirement can be moderate. Ev- erybody who retires after age 59% is eligi- ble for five-year forward averaging— spreading out the lump as though it were paid in equal installments over five years. While the entire tax bill must be paid the year you receive the lump sum, averaging that pay dividends and promise some will significantly lower your bracket. growth. By contrast, says Perritt, a corpo- rate employee with a secure job who earns $50,000 a year and has a generous, diversified portfolio in his employee - benefits plans is often inclined to invest his spare cash in a safe but stodgy mutual fund. "This guy can obviously afford to look for a little more bang in his invest- ments," says Perritt. If your analysis of your income tells you that you should be investing some of your spare cash more aggressively, but you are the type of person who frets over every decision, you might adopt the clas- sic and conservative method of increas- ing your holdings: dollar -cost averaging. With this technique, you merely pick a mutual fund and invest equal sums peri- odically. This way, you will be purchasing fewer shares when prices are high and more when prices dip. To make dollar -cost averaging work, You have to have the guts to keep writing those regular checks even when your in- vestment plunges. No-load growth mu- tual funds are ideal vehicles for dollar - cost averaging. (For candidates, see MONEY's list of best -performing mutual funds in Fund Watch on page 35.) Another wealth -building avenue is to invest in mutual funds inside tax - deferring envelopes such as rollover IRAs. (If you are covered by a company pension plan and earn more than $25,000—$40,000 for a couple—you can no longer fully deduct your contribution to a standard IRA.) Single -premium deferred annuities, sold by insurance companies, operate in a similar fashion. You buy an annuity—the lowest priced is $5,000—with after-tax dollars, but your gains accumulate tax- free. Some annuities promise a specified annual return; others may offer a choice among as many as 15 different funds and allow you to add small deposits monthly or quarterly so that you can dollar -cost average. You have to choose carefully, v The safer your benefits, the more daring your stock picks can be. YOUR INVESTMENTS The blossoming of company benefits in recent years has been so pronounced that they are becoming the heart of over- all investments for many an asset -rich American family. This sea change has in turn caused many financial advisers to overhaul their clients' approach to out- side investments. Says Brian Sheen, a Boca Raton, Fla., financial planner and author of Nest -Egg Investing (Putnam, $18.95): "Designing your outside portfo- lio to counterbalance your benefits makes it a hedge against those other important assets." But that's exactly what people are least inclined to do, he observes. "Say someone works for Grundle Gasket Co., invests money in its pension plan and contributes to its em- ployee stock -ownership plan. With his free investment dollars, he buys more Grundle stock. If profits slide, this per- son is sunk," says Sheen. The lesson is obvious: don't put all your eggs in Grundle Gasket. One factor you should take into ac- count in designing your investment port- folio is the security of your income. Gerald Perritt, editor of the Mutual Fund Letter (Investment Information Services, 205 W. Wacker Dr., Chicago, Ill. 60606; monthly, $115 a year), ob- serves that people's investment inclina- tions often mirror the way they earn their money. For example, a freelance writer, a high -commission salesperson or a musican might earn $35,000 one year, $60,000 the next and $10,000 the third year. "Very risky," says Perritt, "and what do these people invest in but chancy stock in emerging growth companies, venture-capital deals and highly lever- aged real estate projects." Such an indi- vidual might instead be better off hedging with safer vehicles—CDs, Treasury bills, or mutual funds with holdings in stocks S6 MONEY however, because many insurance com- panies extract hefty fees and surrender charges. Further, some of the mutual funds operated by insurance companies have not been stellar performers. Brian Sheen recommends two deferred annu- ities: Charter National Life's plan (800- 325-8405) and Discovery from Pruden- tial Life (800-445-4571). Individual stocks offer the most inter- esting departure from conventional wis- dom for the wealth seeker. If your benefits -plan funds are broadly diversi- fied, you can feel free to take a flier on an appealing company that you believe has solid long-term growth prospects. However impressive the fortune you ultimately create, you will probably have a harder time than at present ensuring that your family—and not the IRS or your state—is your prime beneficiary. Currently, estate taxes do not inhibit the Passage of wealth within most families because the federal tax code exempts $600,000 for individuals ($1.2 million for a husband and wife). Above those limits, the IRS takes 55%. So if you and your spouse drown in your hot tub and leave your children $1,200,001, the most the estate will owe in federal taxes is 55e. That pleasant situation may not be long for this world. Congress is threat- ening to toughen death taxes, and some of the proposals will be enacted this year. One now before the Joint Committee on Taxation would boost the top rate to 65%. A second would scale back the exemption to $225,000 ($550,000 for couples). Yet another would close what commentator Michael Kinsley has dubbed the "Angel of Death loophole." Under current law, appreciated assets that you leave to your heirs—for exam- ple, your empty lot in Tuscaloosa or the Coca-Cola stock you've held since 1932— are taxed only on gains your beneficiary earned while he or she held them. All the gains you accumulated over the years go untaxed. Congress is studying several plans for taxing all appreciation that you and your family have enjoyed since the day you acquired the assets. No matter how strict or confiscatory estate taxes become, it's still better to have created a small family fortune than not. And who knows what it might grow to in another generation or two? October 8, 1987 CITY O� PLYMOUTH+ Mr. Larry Begin 4300 Fernbrook Lane Plymouth, MN 55441 Dear Mr. Begin: This letter confirms the results of our October 7 meeting with you and I, Sergeant Tom Saba and Public Safety Director Dick Carlquist. At the conclusion of the meeting we agreed to the following: 1. On October 7 Tom Saba will inspect your property to confirm whether 20 2-1/2 ton truckloads of solid wastes were removed from the site as you indicated. The materials removed consist of building materials, wood, glass, concrete, etc. You indicated that the metal will be retained and disposed of together with the vehicles. 2. On October 14 Tom Saba will again inspect the site to determine whether one-half, or 1300 tires have been removed. You will recall that under the agreement all tires must be removed by November 1. This includes all tires on Junked vehicles. It would specifically exclude operable vehicles and classic cars. 3. On October 30 Tom Saba will call you to make arrangements for an inspection on that date or November 1. 4. On the date of the inspection you stated you would provide Tom with a list of the classic cars you desire to retain, together with the operable vehicles you possess. All classic cars will have to conform with the ordinance which means that they will have to be currently licensed or maintained within a structural enclosure. All operable cars must be currently licensed as well. 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447, TELEPHONE (612) 559-2800 Mr. Larry Begin October 8, 1987 Page 2 As I indicated at the meeting, our preference is that you continue to remove materials in accordance with the agreement. However, if you are unable to comply with the agreement, the city staff has been directed to complete the required work and assess associated costs and expenses against the property. Yours ve ;�41 tru , Frank Boyles Assistant City Manager FB:kec cc: Mayor and City Council Public Safety Director Sergeant Saba October 2, 1987 F - The Honorable Virgil Schneider, Mayor City of Plymouth 11520 - 54th Avenue North Plymouth, MN 55442 Dear Mayor Schneider: In February of this year we were invited to, and partici- pated in, planning meetings for our new neighborhood park. At that time in correspondence to, and conversations with, Mr. Blank and at a meeting of the City Council, we repeatedly requested that the City's Park Standards for Neighborhood Parks be adhered to and that our concerns regarding park path and equipment placements be considered. We were assured that such would be the case. Now our park has been constructed, and we find that our fears have been realized, and our concerns have not been addressed. Certain aspects of the park are not usable safely. Specifically we had asked that: 1. The park and trails be developed in the existing open areas. 2. The trails be constructed only where the design is safe for users. 3. The park equipment be located in open areas. 4. No trail be located along the north 75' corridor due to its topography. 5. Safe access to the park be provided for our children. We find that these neighborhood park standards have been violated: 1. The emphasis should be on use by ages 5-15 and their parents. 2. The access should be primarily pedestrian and bicycle. 3. Steep slopes... should not be considered as developable acreage. lb Page 2 Since the park was "opened", several accidents have occurred because of the steepness of the trails. One was serious enough to require removal of the biker by ambulance. The trails into the park are unbikeable safely in the opinion of many. Many residents will not let their children play in the park because they feel the secluded areas are unsafe. The relative seclusion of some areas has prompted several incidents of unlawful behavior. We realize that it is impossible to design the perfect facility. We further realize that with any new facility there must be a get - acquainted period while the users adjust to its correct usage. We do feel, however, that in this instance an attractive nuisance has been created. Given the fact that we specifically, repeatedly and emphati- cally voiced our concerns about safety of access and trails, we are deeply upset with the finished product. The Park and Recreation Director has asked us to organize and fund a dedication ceremony for the park. At this time, we feel we cannot participate in such an event given the widespread dis- satisfaction with the park which is evident in our neighborhood. We, therefore, have decided that we must respectfully defer our participation until we are able to discuss with you the unsafe conditions in the park and we have so informed our neighborhood association, the Westminster Homeowners Association. We further respectfully invite you to tour the park with us to see our concerns first-hand. We also request your immediate consideration of these actions: 1. That the 34th Avenue North access be regraded to eliminate the present steepness. 2. That a path be constructed on the west side of County Road 61 from the intersection at County Road 9 to the park parking lot. Our neighborhood looked forward eagerly to its new facility. We are somewhat isolated by the busy roads which border us. A safe, accessible play area for our children was exciting to anticipate. We are deeply disappointed that our input was solicited and then ignored. At the first planning meeting, reference was made by the staff to the light turnout from the neighborhood. Perhaps those who chose not to attend knew what those of us who did attend now know - that our input was given lip service and then ignored. Z �b Page 3 Thank you for any consideration you may be able to give our concerns. Sincerely, Merrilee P. Riley President 13010 - 37th Avenue North Plymouth, MN 55441 CC: City Council Members VMr. James Willis, City Manager Mr. Eric Blank, Park and Recreation Director Mr. Bill Ciora, President, Westminster Homeowners Association -1)0 MITI' OF PLYMOUTH 3400 PLYMOUTH BLVD., PLYMOUTH, MINNESOTA 55447 TELEPHONE (612) 559-2800 MEMO DATE: October 8, 1987 TO: James G. Willis, City Manager FROM: Eric J. Blank, Director of Parks and Recreation E8 SUBJECT: LETTER DATED OCTOBER 2 FROM MERILEE RILEY Mrs. Riley raises a number of concerns which I believe should be discussed and reviewed. 1. The planning and design process for County Road 61 park was the same process that was used for Amhurst and Rolling Hills neighborhood parks. The residents in attendance at the review meetings played a tremendous role in determining the location and size of the open play area, hard court, parking lot, play structure tot lot area and trails within the County Road 61 master plan. At the public meetings, I believe Commissioner Rosen asked the residents some questions about the play structure location. The northerly site was a preferred site for the play area for two reasons: a. The residents wished to keep it as far away from Northwest Boulevard as possible. b. They wanted to keep the smaller children away from the older children that would tend to play in the open games area and the hard court area. 2. The entrances to this park have been a difficult issue since first under- taking the park design. Northwest Boulevard is a barrier to those resi- dents living southeast of the park area. Access to the north was limited because the Ives Lane right of way was the only other public access available. We have attempted to place cross walks on Northwest Boulevard at the most northerly median in the roadway and at the inter- section of West Medicine Lake Drive to provide for safe crossing of Northwest Boulevard. The entrance from 34th Avenue is steeper than anyone would have liked for this situation. The limited space for this trail access (30' wide for half the distance and 15' the other half) allowed for very few economical designs for this trail entrance. If the Council believes that the 34th Avenue access is inadequate to serve the public need, I would agree with Mrs. Riley that a trail from 34th Avenue along County Road 61 to the open play field on the south end of the park is an option. The estimated cost for adding this additional trail of approximately 2,400 feet is $15,200. This cost does not include seed or sod restoration. Because of the difficulty getting to and from this park from all portions of the neighborhood, we did build a parking lot in the County Road 61 park to allow for vehicular access. Parking lots were not included in the Amhurst or Rolling Hills parks. James G. Willis Re: Merilee Riley Letter Page 2 Mrs. Riley has raised a concern about the secluded area around the children's play area. In the next two weeks, the park maintenance crew will be going into this area and thinning out the hackberry and thistle bushes that are obscuring much of the view around the play area. Once this selective thinning has taken place, the new residential homes built on Sycamore Lane and 32nd Avenue within the Heritage Ridge development will provide a higher level of comfort we all wish to provide at this location. Some of the other issues which Mrs. Riley has raised are very subjective and difficult to quantify. This original park site was selected because of the rolling terrain and the mature oak and other trees on the hillsides. I believe this was an effort on the part of the City to retain much of the natural beauty of the area without having the trees or hills removed for residential construction. The park totals 11.5 acres. Within this, 2.96 acres is planned to be mowed, or the active area, while 8.5 acres is designated for the passive, or unmowed areas within the park. I believe every effort was made by the residents, the Park and Recreation Advisory Commission, the consultant and staff to retain as much of the natural beauty of the site as possible. I look forward to working with Mrs. Riley and other members of the neighborhood, City Council and PRAC to work toward alleviating any concerns that the neighbors may have. I will await your further direction on this matter. /np CITY OF PLYMOUTH 3400 PLYMOUTH BLVD., PLYMOUTH, MINNESOTA 55447 TELEPHONE (612) 559-2800 MEMO DATE: September 30, 1987 TO: dames G. Willis, City Manager FROM: Virgil Schneider, Mayor SUBJECT CONCRETE WALL ON HWY 101 ADJACENT TO HAWTHORNE PONDS Margaret Crowder 17720 6th Ave. Plymouth, MN 55447 475-1061 The problem is a recurring one from many years ago; the wall is unsightly because of the kids writing graffiti on it. A few years ago we tried to plant some vines to cover it up, which have since died, leaving holes in the sidewalk for weed growth. She is asking: 1) what is the cost of a brick veneer on the outside of the concrete wall so as to make it not as susceptible to graffiti, and 2) if that were to be too expensive, why would we not want to fill the holes in the concrete so that the weeds don't grow. Please respond to Ms. Crowder and let me know the results. October 8, 1987 Mrs. Margaret Crowder 17725 - 6th Avenue Plymouth, MN 55447 Dear Mrs. Crowder: r 9' V-144 W - CITY OF PLYMOUTH+ Recently you contacted Mayor Schneider as well as myself regarding your concern with the appearance of the retaining wall on Highway 101 adjacent to your neighborhood. This wall was constructed, as you know, as part of the improvement project for Highway 101 a number of years ago. As originally constructed, there was no area between the sidewalk and the wall for planting. Due to several years of periodic graffiti, the neighborhood suggested that ivy be planted along the wall. The City had a portion of the concrete taken out and subsequently planted ivy. We made a good faith effort to establish ivy over a period of several years but with limited success. You have asked that we try to estimate the cost of covering the wall with a brick or stone veneer. Mr. Fred Moore, Director of Public Works, informs me that the estimated costs for such work would be approximately $15.00 per square foot or approximately $42,800. You also suggested, if the ivy could not be maintained, that perhaps the City should fill in the planting area with concrete or blacktop. Your neighborhood association over the years has periodically expressed concern about the wall. We have sought to respond to those concerns in a proactive fashion. I believe the estimated cost of covering the wall with some sort of a brick or stone veneer would be prohibitively expensive. Your association, of course, may request that the Council consider such an expenditure if you believe such an expenditure is warranted for the conditions which exist. Your association may also request us to abandon the planning effort and replace the planting bed with concrete or blacktop. Please let me know your association's thoughts on this after you and they have had a chance to discuss it. If in the meantime I may be of any further assistance to you in this matter, please do not hesitate to contact me. Yours truly, 6'ames G. Willis ty Manager cc: Mayor and City Council Fred Moore 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447, TELEPHONE (612) 559-2800 October 6. 1987 CITY OF PUMOUTR Mr. Paul Teeuwen Territory Sales Manager. Luverne Fire Apparatus Companv. Incorporated P.O. Box 437 Luverne. Minnesota 56156 RE: September 30. 1987 Correspondence Obiecting to Fire Apparatus Bidding Specifications Dear Mr. Teeuwen: The Citv Council has deferred action on awarding the bid for two pumper trucks and one pumper tanker. This deferral was based upon your letter sent September 30 with the four objections that you raised. The item has been rescheduled for Council consideration on October 19. The Council has asked that You be more specific in your objections to the bidding specifications. It would be helpful if you would review the bidding notice and specifications and hiahliaht each area that you contend contains bias and causes the bidding process to be "closed". Once You have hiahliahted these areas. Please explain briefly in an accompanying letter your specific concerns as completely as possible. Please utilize some corresponding codina to aid the reader in evaluating your responses. To be part of the agenda. I must receive your correspondence no later than Wednesday. October 14. More over. because of the complexity of the issue. I would expect that you would be present on October 19 to respond to City Council questions about issues you have raised. The meeting commences at 7:30 P.m. in the City Council Chambers at 3400 Plymouth Boulevard. For your information. we received bids from two different fire apparatus manufac- turers: they were General Safetv Equipment Corporation and Grumman Emeraencv Products Incorporated. In the absence of additional correspondence and your attendance at the October 19 meeting. it is my intention to recommend the bid award to the lowest responsible bidder. Sincerely. Richard J. Cariq st Public Safety Director RJC•as cc: James G. Willis - City Manager Lyle C. Robinson - Fire Chief 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447, TELEPHONE (6121559-26,X, 'T,- -7 -iz- CITY OF PLYMOUTH 3400 PLYMOUTH BLVD., PLYMOUTH, MINNESOTA 55447 TELEPHONE (612) 559-2800 TPme DATE: October 6. 1987 TO: James G. Willis - City Manager FROM: Richard J. Carlauist - Public Safetv Director SUBJECT COUNCIL PRIORITIZING POLICE ACTIVITIES / RESPONSE TIME In 1986. the Citv Council prioritized 33 police activities. In concert with their rankina of these activities. thev also indicated when a response time was important. In particular. nine activities were checked off as being important enough to be responded to in 5 minutes or less. This memo is being sent to you for Council feedback. In some cases we have not met the Council's expectation. The statistics associated with the nine activities identified by the Council are taken from the time frame August 1. 1986 through Julv 31. 1987. ACTIVITY NUMBER OF INCIDENTS AVERAGE RESPONSE TIME Crimes aaainst person 230 5.0 Motor vehicle iniury 277 4.0 Crisis intervention 26 5.0 Medical emeroencv 803 4.0 Bomb/Bomb threats 1 9.0 Fire 240 4.5 Automatic alarms 1.357 5.0 Prowler/Window peeper 84 5.5 Domestics 305 7.0 RJC:as C I r. I Y C�) PLYMOUTH October 8, 1987 Ms. Susan Mauderer, RES Appraiser City of Plymouth RE: RESIDENTIAL EVALUATION SPECIALIST DESIGNATION Dear Sue, I want to take this opportunity to extend my sincere congratulations to you on your receiving your RES from the International Association of Assessing Officers. This is indeed a great accomplishment for you and for your career. I am extremely proud of you and I know I can say this for all the Assessors in Minnesota and for the IAAO members throughout the organization. I realize the personal dedication and time that you have donated to achieve this designation. However, the benefits that you will receive will go with you as long as you are in the Assessment profession. The City of Plymouth also stands to gain from your accomplishment. Again, congratulations to you, Sue, as you are one of only twelve assessment personnel in Minnesota, and one of the first females in our profession to attain this designation. We are a small but elite group that is well respected. May your career in the Assessment field be a long and enjoyable one. Respectfully, J'� Scott L. ovet, CAE Plymouth Assessor SLH/je cc: James G. Willis, City Manager Dale Hahn, Director of Finance Personnel File 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447. TELEPHONE (612) 559-2800 ,WA IkA- tm W.s- A, 0 E"I IA 'WWWAr 0 THE PRO PERI l" TAX A""IU AY�ESSN I'VI AidVi11'\I'ST 14k'% r� FOR IMMEDIATE RELEASE Susan M. Mauderer Awarded Professional Designation October 1987 Susan M. Mauderer, of Plymouth, Minnesota has been awarded the Residential Evaluation Specialist (RES) designation by the Executive Board of the International Association of Assessing Officers. This distinction is conferred only upon those association members who have completed required courses on appraisal/assessment techniques, demonstrated their ability to appraise real estate properties, and passed an extensive comprehensive examination. Susan M. Mauderer, RES, is an Appraiser for Plymouth, Minnesota. She attended the University of Minnesota and North Hennepin Community College. She is an Accredited Minnesota Assessor (1987) and a member of the Minnesota Association of Assessing Officers. A. OCT 6 %f br rt)h:J;;, International Association of Assessing Officers a 1313 East 60th Street, Chicago, IL 60637-9990�ejj-)' "�7 206+ PURP LES WAN o FFI C ES ERRV I C FS 1245 5TH AVE 50. ANOKA. MN 55303 (612) 421-6060 September 28, 1987 Chief of Police City of Plymouth 3400 Plymouth Boulevard Plymouth, Minnesota 55447 Dear Chief of Police: r,v On the evening of Thursday, September 24th, I foolishly locked my keys in my vehicle after a round of golf at Hollydale Golf Course on County Road #9 in Plymouth. I asked the caretaker of the Course to call the Police Department after we had made a few unsuccessful attempts to open the vehicle by way of the wing windows. This was approximately 6:30 to 6:45 that the call was made to #911. An officer arrived and attempted to break in through the wing window of my 1984 Ford Van. It took approximately 45 minutes, but finally after much patience and with the joint effort of one of my golf partners, they opened the wing and got the door unlocked. I was then on my way. I repeatedly told the officer to break the window, but he refused to do that and kept trying until he eventually opened the wing. There wasn't even a scratch on the exterior of my vehicle. I regretfully have to say that in my rush to get home, I did not get the officers name or his badge number. I am sure that you can check your records and come up with his name. I would like to see that this fine young man gets a pat on the back and that my letter be placed in his personnel file for reference in the event of any future promotions. I would again like to state that his help was very much appreciated. Sincerely, r Peggy L. Violet PLV OCT i Mr. Dave Crain 3400 Plymouth $oulevard Plymouth, MN 55447 Mr. and Mrs. M. R. Risberg 710 Cottorwcod Lane No. Plymouth, Mn. 55441 10-1-87 RE: I ;4 PRIME DEVELOPMENT'S PLYMOUTH SHOPPING CENTER PLAN BORDERING OUR PROPERTY WITH A RESTAURANT AND A PARKING LOT II - OUR OBJECTION III - HOME, PROPERTY, NEIGHBORHOOD JEOPARDIZED IV - CITY OF PLYMOUTH STANDARDS, SAFEGUARDS IN DEVELOPMENT PROCEDURES Dear Mr. Crain: WE ARE Bud Risberg - retired - Graybar Electric Co. Maren Risberg - retired - General Mills, Inc. Property owners here for forty years YESTERDAY WE SAW PRIM DEVELOPMENT'S PLAN for this area, presented after attempts to buy us failed. In our view it is a continuation of their tactic to harass Cottonwood Lane residents. IT WOULD REVERSE THE QUALITY OF OUR PROPERTY AND OUR LIVING SO SEVERELY that we must object to the plan. SINCE IT WOULD IMPACT SO DRASTICALLY we don't really suppose such a plan as this would be likely to be approved. HOWEVER, FOR THE RECORD, we will list our most strenuous objections. Copies: Bob Zitur Jerry Sisk Maria Vasiliou Virgil Schneider drank Boyles Al Cottingham Photographs mentioned here are attached to the Dave Crain letter only - for sharing as appropriate. I - PRIME DEVELOPMENT'S PLAN II - WE OBJECT TO POSSIBLE/LIKELY EFFECT A - Extension of existing Would turn our home into a typical shopping center westward back -of -the -stores place with the usual miserable atmosphere- -All night troublemakers roaring through, -Trash pickup trucks crashing and banging, -Concentrations of pests and what all. B - Restaurant 75' north of us Late night noise, crowds, possibly (photographs 1 and 2) drinking groups along our property. Curtailment of our outdoor evenings. Restaurant odors instead of flowers in the summer air. C - Anchor 75' N.E. of us Very large hub of traffic, noise, pollution non -Plymouth crowds swarming along our plac D - Parking lot 15' east of us Our whole summer -living yard and along the woods 321 screened summer porch (photograph 3) made public and virtually useless. Situated along the woods, it would be an open invitation to the criMal element currently invading shopping center parking lots. Would pretty well consign us to living indoors. PHOTOGRAPHS ATTACHED: 1 and 2 - Facing north property line 3 - Facing east property line and woods III - HOME, PROPERTY, NEIGHEORHOOD JEOPARLIZED Following are the highly valued qualities of our home place which would be jeopardized by this plan. A - LIFETIME HOME - OUR RETIREMENT PLACE (photograph 4) -We have lived here forty years. -To make for comfortable, low maintenance retirement living we have upgraded over the past 2j years and 20,000 dollars' worth. B - OUR IRREPLACEABLE PROPERTY AND LOCATION -Privacy, quiet - dead end road. -Magnificent huge old trees. I personally planted them starting when we bought here from the Schiebes in 1947. The land hadn't the tiniest sapling. -Good winter highway access - one block from 55• -Proximity to necessities: Health care,business - downtown - 15 minutes Pharmacy, gro. - shop. center- 5 minutes All else - Ridgedale - 5 minutes C - COTTONWOOD LANE - INCREDIBLY SERENE -Spacious, quiet -Properties here are laid out so that one rarely sees one's neighbors and certainly never hears them. *Relitive security No noise or disturbance from outsiders - dead end road. -Wildlife habitat setting (photographs 5 and 6) Cottonwood Lane looks out onto considerable stretches of wild land spilling into our yards birds, pheasants, ducks,deer, for the food, water, gardens they find here. (photograph 7) A constant wonder we value highly and of inestimable value to the continuation of the broader scheme. PHOTOGRAPHS ATTACHED: 4 - Our home 5 and 6 - Wildlife habitat - east end of Cottonwood,and facing east 7 - Deer and wild land across the street, southwest. IV - CITY OF PLYMOUTH STANDARDS/SAFEGUARDS IN DEVELOPMENT PROCEDURES It looks to us like the two forces meet in the hands of the city council, residents' interests and city/developer business. Can you shed some light as to what standards, safeguards may already be in plac to control damage to residents during development procedures? And in today's corporate takeover business style? BY MEANS OF PLAN MODIFICATIONS? ZONING CONTROL? -Prevent location of late night crowd type businesses adjacent to residential properties, as with the three who would be affected here? -Prevent location of public parking lots and attendant crime hazard alongside residential property, as ours here? -Prevent rezoning right up to residents' property lines? This current plan would wrap the development up tight around us, totally ruining our place. BY MEANS OF TIME LIMITATIONS ON DEVELOPERS? Is there, or could there be, a time limitation agreement with Prime Development to conclude their business with this area once and for all, in a given time? This to prevent them from continuing to harass us all,year after year, indefinitely. If we could learn something about the above areas of vital concern - whether they are in or out of control- then we would know what survival measures we must manage ourselves. This would certainly be helpful. IN SUMMARY We would think it would be more in harmony with the quality of life in Plymouth if: A new shopping center, if one materializes, were to be contained in the existing 200' depth you now have zoned for that, and The existing buffer zones- the corner west of the existing center, and the woods behind- were recognized as essential to people survival and wildlife survival as with the West Medicine Lake Wetland Preserve. Thank you for your consideration of these matters. Could we meet with you and/or the appropriate City_of Plymouth people av___�}u$s and also about the current status of the Prime Development plan? Yours truly, Bud and Maren Risberg 5 6053 \� 282U MEDICINE RIDGE HUAD PLYMOUTH, MlNNESUlA 55441 ` UCTUBER b, 1��/ �. OCT MAYOR VIR6lL SCHNElDEH, CUUNClLMEMBEAS DAVE CRAlN, JERRY SISk, MARIA VASlLL%{JU, AND ROBERT ZlTU� CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD PLYMOUTH, MINNESOTA 55447 GREETINGS TO ALL; AS A FOLLOW UP TO MY LETTER DATED SEPTEMBER 26, I AM EN- CLOSING A COPY OF A LETTER l RECEIVED FROM MR. STEVEN TALLEN, THE ASSISTANT C17Y ATTORNEY WHO REPRESENTED THE CITY IN COURT ON ' THE PARKING TICKET MATTER. MR. TALLEN CONTINUES HIS REFUSAL TO ACKNOWLEDGE THE POINT OF MY ARGUMENT AND THE POINT OF LAW THAT IS IN QUESTION HERE. NO ONE HAS EVERQUESTIONED THE CITY'S RIGHT TO LEGISLATE A PARKING ORDINANCE! THE ONLY POINT l HAVE EVER MADE AND THE POINT THAT HAS BEEN SUPPORTED BY THE COURTS IS SIMPLY THAT PROPfKSIGNAGE MUST 8EINS1ALLED-WHEREA PARK1NC�_BAN'£XISTS!_"IDN_�F T��FfJC-�E��L�TION�.j9Y.{�2TY-%�k�lK�S LE/�]�/L/4TIkE�q CJSEl?THRQ8/SH'���TY��8UN/:JL* ,�Ni�-ORD2NAN/�E-S��ULD-'/�R���C�I�E-/�L��ES wHfRAT'$yUpPJ86, 'ST^4ND2NG OR PARKING UF KEHICLE$,'SHALL,8E,pRDRZRITED ANP ) SUCH P«//H/S///: PLAULN_jUIlAf(Lf /4N�'DF�J�I����S2lN� GJyI�G NOTICE TOAU8L7(�AE-A_ (OP. ATTORNEY GENERAL, 1Y52, NO. 123, P 230.) AS I INDICATED TO MR. TALLEN BEFORE, DURING AND AFTER THE HEAR- ING, THE MERE POSTING OF SIGNS AT `ENTRANCES' TO THE CITY WAS NOT SUFFICIENT. MY CONTENTION IS SUPPORTED BY THE COURTS, THE ATTORNEY GENERALj AND GOOD COMMON SENSE. MY WHOLE PURPOSE IN CONTACTING YOU, MY ELECTED REPRESENTATIVES, IS TO RESOLVE THIS ISSUE AS SIMPLY AS POSSIBLE BY EITHER ELIMINATING THE ORDINANCE AS IT RELATES TO A 2:00 A.M. TO 5:00 A.M. PARKING BAN OR BY ERECTING SIGNS FOR THE PROPER NOTICE OF THE ORDINANCE. I COULD CHOOSE TO TAKE MY CHALLENGE BACK TO THE COURTS BY JUST PARKING ON THE STREET AND THEN FORMALLY PETITIONING FOR AN ORDER TO CEASE ENFORCEMENT. THAT WOULD OBVIOUSLY COST THE CITY ADDITIONAL EXPENSE, WHEN ALL I WANT IS A REASONABLE SOLUTION TO THE PROBLEM CREATED BY THIS UNREASONABLE BAN WHEN SNOW IS NOT THE ISSUE. TO THREATEN ME WITH ADDITIONAL CITATIONS INSTEAD OF SEEKING AN ADULT SOLUTION TO A RELATIVELY MINOR PROBLEM SEEMS QUITE PETTY AND IMMATURE. I HOPE THAT WE CAN FINALLY ACHIEVE A SOLUTION TOGETHER. Y ENCLOSURE cc: JOHN SWEENEY JAMES THOMSON, ESQ. JAMES WILLIS 2000 First Bank Place West Minneapolis Minnesota 55402 Telephone (612) 333-0543 Felecopier (612) 333-0540 Clayton L. LeFevere Herbert P. Lefler J. Dennis O'Brien John E. Drawz David J. Kennedy Joseph E. Hamilton John B. Dean ,ilenn E. Purdue Richard J. Schieffer Charles L. LeFevere Herbert P. Lefler III .James.). Thomson, Jr. Phomas R. Gait Dayle Nolan John G. Kressel Steven B. Schmidt James M. Strommen ionald H. Betty Nilliam P. Jordan ✓Villiam R. Skallerud Aodney D. Anderson 'orrine A. Heine )avid D. Beaudoin 'aul E. Rasmussen Steven M. Tellen Mary Frances Skala :hristopher J. Harristhal i imothy J. Pawlenty 7olf A. Sponheim Julie A. Bergh LeFo'etr U4Icr KennedN, O'Brien K I)rawz 9 Pf0foSional Association September 28, 1987 Alan J. Perlman, Jr. 2820 Medicine Ridge Road Plymouth, Minnesota 55441 Re: Plymouth City Code No. 1310.07 No Parking on City Streets between 2:00 a.m. & 5:00 a.m. Dear Mr. Perlman: This letter is just to inform you that I have discussed the dismissal of your parking tickets with the police department and we have decided not to pursue the matter for the three tickets which were issued between August 27, 1987, and September 8, 1987. You should be aware, however, that it is our position that the ordinance is constitutional and any further violations of the parking ban which come to the attention of the police department will result in citations being issued. Sincerely, Stev M. Tallen Assistant City Attorney City of Plymouth cc: Chief Richard Carlquist K ` Scherc� �anjtat�r� � Delcno, Kn. 5.'3�� To: :479-433�:. October 8, 3987 Dear Council Members, Without being facetious, l would likv to start this letter saying, "if K. sounds like a duck, looks like a duck, acts like a duck, it is a duck! Likewise, if it sounds like organized collection, looks like organized collection, and acts like organized collection, it in organized collection. The removal of newsprint` corrigated, glass, aluminum and stool cans from each residents trash under a bid from Super Cycle is organized collection of recyclablps. BFI has told Minnetonka that they would bc interes`r: in a remuvOl contract of all yard debris and composiable material. This is organnzed collection. l Each of tnese concepts esorn+jally �har organized coI pction (negociatWd contract) keeping small hauiers working. ' ' Zoning will compliment recycling a,`O I'm sure it is necessary to have a i f + ized collection But successful program. Zorinq s a orm o orpan . , zoning will hurt if not put so/al] haulersout of businesc. What if wr are given a zone for ono days work and wc have two days work there? o -c we to buy another truck for that day? Largo hauUcru 110, 20, 1�'� trucks) simply put two trucks in that zone that day Volume pricing is enforceable only under orpanized co"Ie-�"rn kith pressure put on the haulers to survive in this business. in open collection it would not be enforced as wo]). I repeatedly hear we don't want organized collection. (vc want to keep our same hauler.) I feel the people making these statements are not aware of what has and will happen to their waste stream and their hauler under this policy of open collection, bids and restrictions. On the surface organized collection is very touchy for the city,(to say the least.) But I feel we must dean with the facts and act responsibly. Hopefully, we can see the benefits of organized collection and keep large and small haulers working. Councilmembers, we �are knee deep in organized collection already. Please do not hesitate to call or write if you have any questions. Thank you. A hillf - an :herer , October 8, 1987 Mr. Jim Willis CITY OF PLYMOUTH 3400 Plymouth Boulevard Plymouth, Minnesota 55447 Dear Jim: Commercial Normandale Lake Office Park 8400 Normandale Lake Boulevard Suite 375 Bloomington, Minnesota 55437 612/921-2000 I would like to personally thank you for your involvement in the approval process for the Carlson Center, 8th Addition. From the initial meeting that Kirt and I had with Blaire and you, we have experienced a municipality that is going the extra mile to work with a developer through the city approval process. Blaire Tremere and Fred Moore have helped us out tremendously and we thank all of you for the roles that you have played in the process. Jim, again we thank you for rolling up your sleeves and helping us work through this recent challenge. If there is anything that we can do for you, please do not hesitate to let us know. Thank you for your time and consideration. jhx-024 Very truly, TRAMMELL CROW COMPANY John Griffith I OCT g J�3i Mr. Pat Murphy Maintenance Supervisor Hennepin County Department of Transportation 320 Washington Avenue South Hopkins, Minnesota 55343 Subject: Traffic Signal County Road 10 and Zachary Lane Dear Pat: As requested in my letter of September 18, 1987, the County modified the traffic signal at County Road 10 and Zachary Lane to provide a separate left turn movement. This work was completed on October 8, 1987. This traffic signal modification will alleviate a safety problem which had occurred since the detouring of County Road 9. I wish to thank you and other County officials for your prompt action on the request by the City of Plymouth. Sincerely, Fred G. Moore, P.E. Director of Public Works FGM:kh cc: James G. Willis, City Manager Herb Klossner, County Engineer Dennis Hansen, County Traffic Engineer 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MINNESOTA 55447, TELEPHONE (612) 559-2800