HomeMy WebLinkAboutFiscal Year 2009 Approved Budget, City of Bozeman Fiscal Year 2008-2009
Approved Budget
City of
Uozeman, Montana
Approved Budget FY09 2 City of Bozeman, Montana
Approved Budget FY09 3 City of Bozeman, Montana
CITY OF BOZEMAN, MONTANA
FISCAL YEAR 2008-2009
APPROVED
ANNUAL OPERATING AND
CAPITAL IMPROVEMENT BUDGET
CITY COMMISSION
Kaaren Jacobson—Mayor
Jeff Krauss—Deputy Mayor
Sean Becker—Commissioner
Eric Bryson—Commissioner
Jeff Rupp—Commissioner
CITY MANAGER
Chris Kukulski - City Manager
CITY STAFF
Anna Rosenberry, CPA—Finance Director
Stacy Ulmen—City Clerk
Approved Budget FY09 4 City of Bozeman, Montana
PUBLIC REVIEW & PARTICIPATION
_______________________________________________________________________________________________
The City encourages open and transparent government—and offers multiple ways to ac-
cess this document in an effort to better inform City residents and property owners.
• This document is available on the City of Bozeman’s website at www.bozeman.net,
and
• It is also available for review in the office of the Clerk of Commission of the City of
Bozeman during regular business hours (8 a.m. to 5 p.m. Monday through Friday) at
121 N. Rouse, Bozeman Montana, and
• It is available for review at the Bozeman Public Library, and
• Copies may be purchased from the Finance Department, 121 N. Rouse, Bozeman
Montana for $30.
The public is strongly encouraged to attend all work sessions and public hearings held
prior to final adoption of the budget.
• Notices for these meetings are published in the legal advertisements of the Bozeman
Daily Chronicle newspaper, and
• Notices for these meetings are posted on the City’s website at www.bozeman.net.
• Public Meetings of the City Commission are broadcast live on local-cable Channel 20.
Meetings are also re-broadcast throughout the week.
Approved Budget FY09 5 City of Bozeman, Montana
DISTINGUISHED BUDGET PRESENTATION AWARD FOR FY2007-2008
______________________________________________________________________
The Government Finance Officers Association of the United States and Canada (GFOA)
presented an award of Distinguished Budget Presentation to the City of Bozeman for its
annual budget for the fiscal year beginning July 1, 2007. The City has received this
award for each budget it has prepared in the past 17 years.
In order to receive this award, a governmental unit must publish a budget document that
meets program criteria as a policy document, as an operations guide, as a financial
plan and as a communications device.
This award is valid for a period of one year only. We believe our current budget contin-
ues to conform to program requirements, and we are submitting it to GFOA to determine
its eligibility for another award.
Approved Budget FY09 6 City of Bozeman, Montana
Table of Contents
Introduction Page 3
Transmittal Letter: Budget Message 9
Core Values 16
Vision Statement, Mission Statement, Goals 17
Adopted Work Plan 18
Demographic and Statistical Information 21
Financial Policies 23
Financial Structure 29
Budget Process 34
Organizational Chart 39
Summaries
Financial Summaries 41
Mill Levies & Mill Values 44
Appropriations by Type and Appropriations by Fund 45
Legal Debt Limit and Bond Rating 47
Staffing Summary 48
Revenues, Expenditures, and Fund Balances
Revenue Trends & Analysis 49
Expenditure Trends & Analysis 52
Fund Balance & Working Capital Analysis 54
Revenue & Expenditure Details by Fund—Table 57
General Government 72
City Commission 74
City Manager 78
Municipal Court 84
City Attorney 89
Finance 95
Planning 101
Facilities Management 107
Information Technology 110
Public Safety 116
Police 117
Fire 123
Building Inspection 129
Parking 135
Joint Dispatch 140
Planning Processes 20
Approved Budget FY09 7 City of Bozeman, Montana
Table of Contents (cont’d)
Public Services 144
Public Services Administration 145
Streets 153
Water Plant 159
Water Operations 165
Wastewater Operations 170
Wastewater Plant 175
Solid Waste Collection 180
Solid Waste Disposal 185
Solid Waste Recycling 188
Vehicle Maintenance 191
Public Welfare 194
Cemetery 195
Parks 199
Forestry 204
Library 208
Recreation 214
Community Development 220
Other 224
Non-Departmental 225
General Obligation (GO) Bonds 228
SID Revolving Fund 230
SID Bonds 232
Appendices 234
Capital Expenditures Summary 235
Water & Wastewater Rate Increases 237
US Consumer Price Index 238
Transportation GO Bond Debt Schedule 239
Library GO Bond #1 Debt Service Schedule 240
Library GO Bond #2 Debt Service Schedule 241
Lyman Creek #1 & #2 Rev. Bond Schedule 242
Glossary of Key Terms 244
Approved Budget FY09 8 City of Bozeman, Montana
Approved Budget FY09 9 City of Bozeman, Montana
CITY MANAGER’S BUDGET MESSAGE
___________________________________________________________
September 8, 2008
Bozeman City Commission:
I am pleased to present the Approved Budget for Fiscal Year 2008-2009 (FY09). This
budget is designed to further the City’s vision of “Bozeman, the most livable place.”
Work Plan
Since early in the year, the Commission has been developing it’s annual work plan for the
organization. Many of the items on the 2007-2008 Work Plan have been completed. The
new work plan, adopted June 2, 2008, contains the following items:
New Initiatives
1. Build a new police and municipal court facility: Select and purchase a site; Select architect and com-
plete design; Educate the community on the need for bond approval; Award bids for the construction.
2. 2009 legislative session - expand the ability for local elected officials and citizens to make decisions re-
garding:
• Tax reform - lead the discussion on meaningful tax reforms resulting in lower property taxes
(local option tourist tax; or general sales tax; or local option accommodations tax)
• Increasing the ½ inflation adjustment to be equal to inflation
3. Amend Gaming Ordinance
4. Adopt, implement and coordinate with the USFS, a Forestry Management Plan for the City’s sections
of land consistent with the Gallatin NFS Watershed Management Plan protecting the health of Boze-
man’s watershed
5. Develop a long term plan for the Streamline bus system
Ongoing Priorities
6. Reconstruct College Street from 11th west to Main Street
7. Reconstruct Kagy Boulevard from Wilson west to 19th
8. Complete the first phase of the Story Mansion’s interior restoration
9. Adopt updated 20/20 Plan
Inclusive of a downtown sub-area plan
Inclusive of a new economic development chapter
Inclusive of the Climate Action Plan
10. Break ground on Phase I of the Water Reclamation Plant (Wastewater Treatment Plant) expansion
($43 – $54 million)
11. Complete City Hall relocation on time and within budget and finalize sale of the current site
12. Adopt updated Transportation Plan in summer 2009
13. Complete testing and select the engineering team to design the new Water Treatment Plant
14. Select design team for Mystic Dam
15. Watershed management – improve safety and access to Hyalite Canyon to include guard rails and
Approved Budget FY09 10 City of Bozeman, Montana
public restrooms
16. Coordinate planning and infrastructure needs with City, County, School District and MSU.
17. Improve our town-gown relationship by encouraging interaction between appropriate city and univer-
sity personnel to prevent neighborhood conflicts between students and homeowners.
18. Adopt a Climate Action Plan consistent with the principles outlined in the Mayor’s Climate Protection
Agreement. Implement the recommendations reaching 20% of the carbon reduction goal by December
2009.
19. Improve Bozeman as a bike friendly environment, stripe all possible bike lanes and increase street
sweeping.
20. Explore sources of funding for Park Maintenance and operation.
Important Items for FY09
Construction Trends: Local building activity has many impacts on the operations and
finances of the City; from the workload and revenues in the Planning and Building In-
spection Divisions to the amount of funding available for Impact Fee programs and in-
creases in Property Tax dollars.
As with the rest of the nation, credit and other economic factors began effecting the
amount of subdivision, building and construction activity we were seeing come through the
doors of our Planning and Building Divisions in early 2008. By March and April, building
and planning revenues were markedly lower than in 2007. Bozeman’s “record breaking
years” have slowed; to what extent, we aren’t able to easily determine. A number of
budget hearings occurred in July and August 2008 that specifically addressed changes in
the Planning Department and Building Inspection Department operations. As a result ,we
have estimated revenues for Planning, Building Inspection, and the Impact Fee funds at
an annualized level consistent with collections from the last three months of FY08 (April-
June) which were very slow months. We are committed to monthly monitoring and quar-
terly adjustments to personnel as workloads and application revenues change throughout
FY09.
Because the property on the Property Tax roll lags nearly 8-20 months by the time we re-
ceive certified values, we continued to see an on-average increase in our tax base for this
fiscal year (7.5% increase from previous year.) However, if construction significantly falls
off in the coming months, tax base increases in FY10 will be effected. We will be tracking
building permit value in order to estimate tax base growth for the next fiscal year.
Staffing Levels and Changes
For over a decade, continued growth in our local population has strained the staffing levels
of various departments at the City. During budget preparations this year, departments
submitted personnel requests for a total of 31 additional full-time-equivalent (FTE) posi-
tions. Changes in workloads due to declining applications have resulted in position de-
creases in some departments.
Additions: In November 2007, local voters approved increasing our tax levy to add staff
to both the Police and Fire Departments. As a result of the levy, 4 Police Officers and 11
Firefighters have been added to the FY09 budget. A new police information specialist has
Approved Budget FY09 11 City of Bozeman, Montana
been added to assist with growing workloads due to the increased number of police offi-
cers.
A new Prosecutor in the City Attorney’s office is needed to keep up with increased tickets
from the expansion of the Police force and to handle increased prosecution demands from
the State’s assumption of Public Defense.
The Water and Wastewater Operations employees are being added according to recom-
mendations made in both of the corresponding Facility Plans. The Wastewater Treat-
ment Plant employee will not be hired until final bids on the Wastewater Treatment Plant
have been received, and final borrowing costs determined.
The Parking Commission is planning to hire a Parking Districts Manager, paid for with
revenues from the Parking Garage and Parking Districts. This position will handle opera-
tions of the garage, act as the primary staff to the Parking Commission, and manage the
parking issues in the City’s three parking districts (Downtown, MSU, and Bozeman High
Neighborhood.)
Decreases: With the closure and capping of the Landfill, 2 staff positions are no longer
needed. The Gate Attendant and one City Service Worker positions will be eliminated.
The Workforce Housing Coordinator position has been eliminated due to low workload and
those duties have been assumed by various Planning Department Staff. Other staff de-
creases in Planning and Building Inspection are in response to declining applications.
Position Department FTE’s
Police Officers—Levy Approved Police Department 4.0
Firefighters—Levy Approved Fire Department 11.0
Prosecutor City Attorney 1.0
Library Assistant II Library 1.0
Recreation Leader I Recreation Department 0.1
City Service Worker (CSW) Water Ops Department 1.0
City Service Worker Wastewater Ops Department 1.0
City Service Workers Streets 2.0
Decrease: Gate Attendant & CSW Solid Waste Disposal (2.0)
TOTAL NET INCREASE 16.6
Police Information Specialist—Citywide Police Department 1.0
Parking Districts Manager Parking Commission 1.0
City Service Worker Wastewater Plant 1.0
Decrease: Planning Technician & Part-
Time Administrative Assistant
Planning Department (1.5)
Decrease: Workforce Housing Specialist Planning/Workforce Housing (1.0)
Decrease: Building Inspectors & Fire In-
spector
Building Inspection (3.0)
Approved Budget FY09 12 City of Bozeman, Montana
City 2006 Census Estimates FY2004 Mills FY2008 Mills Levy
Rank
Havre 9,451 178.74 213.88 1
Missoula 64,081 176.32 204.73 2
Livingston 7,279 163.20 191.43 3
Kalispell 19,432 149.74 166.90 4
Bozeman 35,061 163.31 163.42 5
Billings 100,148 110.23 141.58 6
Great Falls 58,536 124.33 140.94 7
Helena 27,885 114.71 134.45 8
Belgrade 7,323 99.34 102.21 9
Whitefish* 7,723 87.14 87.68 10
West Yellowstone* 1,232 43.00 48.32 11
Project Total Amount Debt Type
Fire Station #3 Construction $1.0 Million, 15 year term. General Obligation to be repaid
with Fire Impact Fees
Authority: MCA 7-7-4104
Wastewater Treatment Plant $3.925 Million, 20 year term,
1st of 3 planned draws.
Wastewater Revenue Bond,
State Revolving Loan Fund
In total, he budget includes funding for 24.1 new FTE’s, and the elimination of7.5 FTE’s
related to decreased workloads in various departments. The net result is an increase of
16.6 FTE’s, with 15 paid for by the new tax levies.
Additional Debt: This budget anticipates borrowing for the Wastewater Treatment Plant
construction from the State’s Revolving Loan Fund. Over the 3 year construction period,
the city will be borrowing approximately $20 million dollars.
We also anticipate borrowing for the completion of Fire Station #3. Because there cur-
rently is no specific statutory authority to borrow against impact fee revenues, the city will
utilize its general borrowing power under Montana Code Annotated (MCA 7-7-4104.) A
loan through the State’s Intercap program will be sought. The loan will be repaid with
Fire Impact Fees, over a maximum of 10 years. The effect of these borrowings is discussed
in the Debt Limit projections on page 45, and is within the City’s statutory authority.
Mill Levy Comparisons,
Bozeman’s mill levy remains in the “middle of the pack” for comparable communities in
our state. The table below shows the city tax levy for a number of communities in Mon-
tana. *West Yellowstone and Whitefish both utilize Local Option Resort Taxes as an al-
ternative/supplement to property taxes, which the City of Bozeman is currently prohibited
from by state law.
Approved Budget FY09 13 City of Bozeman, Montana
Purpose FY09 FY10 FY11 & Beyond
Police Department:
Staffing Increase
4 Mills Total 9 Mills Total 14 Mills, each year
No sunset
Fire Department:
Staffing Increase
12 Mills, each year
No Sunset
12 Mills, each year
No Sunset
12 Mills, each year
No Sunset
Fire Department:
Equipment and Capital
Replacement Reserve
4 Mills, each year
No sunset
4 Mills, each year
No sunset
4 Mills, each year
No sunset
Residential City Property Taxes for FY07, FY08 and ESTIMATED for FY09
For three of the past four years, the City’s property tax levy moved downward. The City’s
total tax levy was decreased by 3 mills in FY06, as a planned savings of taxing authority.
In FY07, the Fire Equipment levy expired, and a net 4.48 mill decrease was achieved. In
FY08, 9 mills came off the city’s general tax levy as a result of the 911 Dispatch vote.
In November 2007, the voters of the City approved increases in the City’s general taxing
authority for increases the following items:
For FY09, the total approved levy increase is 20 mills. The City does not plan to immedi-
ately utilize the full amount of the 12 Mill Fire Department Staffing Increase due to
award of a $948,825 SAFER Grant; that levy will increase to its maximum level in FY13,
upon full expiration of the 4-year grant.
The FY09 city tax levy is 171.16 Mills. This is an increase of 16.89 mills, or 11.0%, over
the FY08 levy. Full details on the estimated levy can be found in Mill Levies and Mill
Value, page 43, of this document.
The median home “assessed market value” represents the value on the tax roll for a home
within the Bozeman city limits. This is the value of the property after the “homestead
exemption” is applied (approx 32%). Median simply means that half of the homes in the
city have a higher value and half have a lower value. The median value taxable value has
not changed significantly on the tax roll due to the fact that statewide reappraisals are
only done every six years.
City residents living in the median residential home will pay approx $2.83 for each mill
Assessed Market
Value
(~32% exemp-
tion)
FY07
Taxable
Value
FY07 City Tax
(Levy=163.42)
FY08
Taxable
Value
FY08 City Tax
(Levy = 154.18)
Median Home =
$94,000
$2,794 $457 $2,794 $431
$150,000 $4,710 $770 $4,710 $726
$200,000 $6,280 $1,026 $6,280 $968
FY09 City Tax
(Levy = 171.16)
$485
$808
$1,077
FY09
Taxable
Value
$2,838
$4,710
$6,280
Approved Budget FY09 14 City of Bozeman, Montana
the city levies. In FY09, that is a total of $485, or $40.40 per month.
General Taxes Cost per Mill
For FY08, the value of one mill was $68,981—an increase of 9.1% over FY07. For FY09,
the value of one mill increased 7.5% to $74,178. Taxable values for the city have had an
average annual increase of 8.4% for the past 5 years. With slowing construction activity,
we anticipate a smaller increase for FY10.
City-wide Street and Tree Assessments
City property owners pay annual street and tree assessments based on the square footage
of the lot they own. These assessments are the major funding for Street Maintenance and
Forestry Divisions. The approved budget is based on a 7% increase in the Street assess-
ment, resulting in an annual assessment of $82.83 for the average sized lot. The budget
does not increase the Tree assessment, keeping an annual assessment of $16.22 for the
average sized city lot. Combined, the increase over the previous year is $ 5.41 for owners
of an averaged sized lot in the city.
Water & Sewer Rates
City property owners are by-and-large required to utilize the city’s water and sewer treat-
ment systems. The adopted facility plans outline large capital projects will need to be
funded in the coming years. Rate studies have been completed for both utilities and rec-
ommend changes to our rate levels and structures in order to fund the utility improve-
ments needed in the next 5 years. Those recommendations were adopted August 2007,
and included changes to residential and commercial rate structures to better reflect their
relative costs of service. As a result, Average Residential Customers saw slight decreases
to their monthly bills in FY08.
Rate increases for FY09 were adopted as part of a two-year rate resolution in the August
2007. Water service rates will not increase in FY09; Sewer service rates will increase 9%,
beginning in September 2008.
Average Residential
Customer
FY 07 Monthly Bill
FY 08 Monthly Bill
Water $32.34 per month $30.73 per month
Sewer $21.25 per month $20.87 per month
Total $53.59 per month $51.60 per month
FY09 Monthly Bill
9% Increase Sewer
$30.73 per month
$22.74 per month
$53.47 per month
Lot Size FY 07 Assessment
For the Year
FY 08 Approved
5% Streets & 4% Trees
Small= 5,000 sq ft. Streets—$49.15
Trees—$10.40
Streets—$51.60
Trees—$10.81
Average = 7,500 sq ft. Streets—$73.73
Trees—$15.60
Streets—$77.42
Trees—$16.22
Large = 10,000 sq ft. Streets—$98.30
Trees—$20.80
Streets—$103.21
Trees—$21.63
FY09 Approved
7% Streets & 0% Trees
Streets—$55.21
Trees—$10.81
Streets—$82.83
Trees—$16.22
Streets—$110.43
Trees—$21.63
Approved Budget FY09 15 City of Bozeman, Montana
In Conclusion
Local building activity and the impact of national economic factors on construction and
subdivision within the City are concerns that we continue to keep a close eye on. As the
fiscal year progresses, we will be preparing for
As always, this spending plan could not have been developed without the input and advice
of dozens of people, from citizens to staff members to Commissioners. We greatly appre-
ciate their assistance in this process.
Respectfully,
_______________________________________
Chris Kukulski, City Manager
_______________________________________
Anna Rosenberry, Finance Director
Approved Budget FY09 16 City of Bozeman, Montana
CITY OF BOZEMAN
Core Values
____________________________________________________________
The City’s core values were adopted in 2005 by City Commission Resolution No. 3832.
They were developed through extensive discussion the City Manager had with staff
groups from all departments, including department directors. These core values are what
create the culture of our organization.
Integrity
Be honest, hardworking, reliable and
accountable to the public.
Leadership
Take initiative, lead by example, and
be open to innovative ideas.
Service
Work unselfishly for our community and its citizens.
Teamwork
Respect others, welcome citizen involvement,
and work together to achieve the best result.
Approved Budget FY09 17 City of Bozeman, Montana
CITY OF BOZEMAN
Vision, Mission, and Goals
____________________________________________________________
Vision: Bozeman, Montana:
The most livable place.
Mission: To enhance the quality of life
through excellence in public service.
Goals:
1. Encourage and promote opportunities for citizenship.
2. Provide and communicate quality customer service.
3. Build a strong team of staff, elected officials and citizens.
4. Anticipate future service demands and resource
deficiencies and be proactive in addressing them.
5. Develop a visually appealing and culturally rich
community.
6. Commit to a strong financial position.
7. Provide excellent and equitable public services which are
responsive to the community within available resources.
Approved Budget FY09 18 City of Bozeman, Montana
CITY OF BOZEMAN
2008-2009 Adopted Work Plan—Ongoing Priorities
____________________________________________________________
1. Reconstruct College Street from 11th west to Main Street
2. Reconstruct Kagy Boulevard from Wilson west to 19th
3. Complete the first phase of the Story Mansion’s interior restoration
4. Adopt updated 20/20 Plan
5. Break ground on Phase I of the Water Reclamation Plant (Wastewater
Treatment Plant) expansion ($43 – $54 million)
6. Complete City Hall relocation on time and within budget and finalize sale
of the current site
7. Adopt updated Transportation Plan in summer 2009
8. Complete testing and select the engineering team to design the new Wa-
ter Treatment Plant
9. Select design team for Mystic Dam
10.Watershed management – improve safety and access to Hyalite Canyon
to include guard rails and public restrooms
11.Coordinate planning and infrastructure needs with City, County, School
District and MSU.
12.Improve our town-gown relationship by encouraging interaction between
appropriate city and university personnel to prevent neighborhood con-
flicts between students and homeowners.
13.Adopt a Climate Action Plan consistent with the principles outlined in
the Mayor’s Climate Protection Agreement. Implement the recommenda-
tions reaching 20% of the carbon reduction goal by December 2009.
14.Improve Bozeman as a bike friendly environment, stripe all possible bike
lanes and increase street sweeping.
15.Explore sources of funding for Park Maintenance and operation.
Approved Budget FY09 19 City of Bozeman, Montana
CITY OF BOZEMAN
2008-2009 Adopted Work Plan—New Initiatives
____________________________________________________________
1. Build a new police and municipal court facility: Select and purchase a
site; Select architect and complete design; Educate the community on
the need for bond approval; Award bids for the construction.
2. 2009 legislative session - expand the ability for local elected officials
and citizens to make decisions regarding:
• Tax reform - lead the discussion on meaningful tax reforms re-
sulting in lower property taxes (local option tourist tax; or gen-
eral sales tax; or local option accommodations tax)
• Increasing the ½ inflation adjustment to be equal to inflation
3. Amend Gaming Ordinance
4. Adopt, implement and coordinate with the USFS, a Forestry Manage-
ment Plan for the City’s sections of land consistent with the Gallatin
NFS Watershed Management Plan protecting the health of Bozeman’s
watershed
5. Develop a long term plan for the Streamline bus system
Approved Budget FY09 20 City of Bozeman, Montana
CITY OF BOZEMAN
Planning Processes
____________________________________________________________
The City plans for the long-term needs of our community through a number
of efforts and studies. These documents are usually developed by consult-
ants and staff, with numerous public hearings and advisory board meetings
prior to their formal adoption by the Commission. Once adopted, we work
diligently to implement the recommendations and changes outlined in the
plans. Here are the status of our primary long-range planning documents:
Plans for Service Provision, Facility Expansion & Maintenance:
1. 2020 Growth Policy—being updated this year.
2. Bozeman Area Transportation Plan—being updated this year.
3. Police Services Facility & Staffing Plan—adopted 2007, implementing.
4. Fire Services Master Plan— adopted 2006, implementing.
5. Wastewater Facility Plan—adopted 2006, implementing.
6. Water Facility Plan—adopted 2006, implementing.
7. Storm water Facility Plan—presented February 2008, adoption pending.
8. Parks, Recreation, Open Space, and Trails Plan—Adopted 2007.
Plans for Facility Maintenance:
1. Aquatics Facility Survey for Swim Center & Bogert Park Pool—being
prepared this year.
2. City Facility Assessments—being prepared this year.
Approved Budget FY09 21 City of Bozeman, Montana
CITY OF BOZEMAN
Demographic and Statistical Information
____________________________________________________________
Location: The City of Bozeman is located on the eastern slope of the Rocky Mountains and is the
county seat of Gallatin County, Montana. The County encompasses 2,510 square miles in the south-
western part of the state and is bordered by Yellowstone National Park to the south. Bozeman is lo-
cated 143 miles west of Billings and 200 miles east of Missoula.
Population: The City encompasses an area over 18 square miles with a 2007 population estimate of
35,061, an increase of nearly 26% over the 2000 Census estimate of 27,700 citizens. Bozeman is cur-
rently the state’s fifth largest municipality by population.
Demographics: The following information is derived from the Bureau of Economic Analysis, the Na-
tional Center for Education Statistics, and Gallatin County to give you an indication of attributes of the
City’s population.
Private Employers: The Montana Department of Labor and Industry reports the following
largest private employers within the City’s boundaries.
Year Per Capita
Personal Income
Average Age Residents with
Bachelors Degree or
Higher
K-12 School
Enrollment
Unemployment
Rate
2006 $24,853 31.79 Years 41.0% 5,332 2.0%
2007 $26,442 31.79 Years 41.0% 5,356 1.5%
2004 $21,506 31.79 Years 41.0% 5,086 3.2%
2005 $23,119 31.79 Years 41.0% 5,198 2.8%
2003 $20,006 Estimated 31.79 Years 41.0% 5,101 3.3%
Employer Employee Size Employer Employee Size
Bozeman Deaconess
Hospital
500-999 Employees Home Care Services 500-999 Employees
Wal-Mart 250-499 Employees Albertson’s 100-249 Employees
Bozeman Daily Chronicle 100-249 Employees Community Food Co-Op 100-249 Employees
Costco 100-249 Employees First Security Bank 100-249 Employees
Williams Plumbing &
Heating
100-249 Employees Kenyon Noble Lumber &
Hardware
250-499 Employees
Laidlaw Transit 100-249 Employees Martel Construction 100-249 Employees
Murdoch’s Ranch &
Home Supply
100-249 Employees Ressler Chevrolet,
Cadillac & Toyota
100-249 Employees
Town & Country Foods 100-249 Employees Simkins-Hallin Lumber 100-249 Employees
Approved Budget FY09 22 City of Bozeman, Montana
Public Employers: The Montana Department of Labor and Industry reports the following larg-
est public employers within the City’s boundaries, one of which is the City.
Principal Tax Payers: The annual certified valuation of taxable real and personal property is
completed by the Montana Department of Revenue and transmitted to the City each August.
For fall of 2007, the top taxpayers within the City were as follows.
Bank Deposits: Total bank
deposits for Gallatin County are
listed in the table to the right.
Total deposits have grown 138%
from $652,684,000 in 1999 to
$1,522,000,000 2006.
Employer Employee Size Employer Employee Size
Montana State University 1,000+ Employees School District #7 500-999 Employees
City of Bozeman 250-499 Employees Gallatin County 100-249 Employees
Rank Taxpayer Total Taxable
Assessed Value
% of Total City
Taxable Assessed
Value
1 Northwestern Energy—Transmission & Distribution 3,291,272 2.01%
2 Qwest Corporation 1,462,577 0.89%
3 Harry Daum—Gallatin Valley Mall 518,025 0.32%
4 Bozeman Deaconess Foundation 422,509 0.26%
5 Wal-Mart Stores 389,417 0.24%
6 Highgate Bozeman, LLC 317,174 0.19%
7 Montana Rail Link 304,394 0.19%
8 Bomont, LLC 294,798 0.18%
9 Costco Wholesale Corporation 283,730 0.17%
10 Bridger Peaks, LLC 275,786 0.17%
TOTAL 7,559,683 4.62%
YEAR TOTAL DEPOSITS (IN MILLIONS)
2006 $1,522,000
2005 1,315,223
2004 1,173,694
2003 1,013,982
2002 901,110
2001 780.347
2000 685,528
1999 652,684
Approved Budget FY09 23 City of Bozeman, Montana
FINANCIAL POLICIES
___________________________________________________________
The overall goal of the city's financial policies is to establish and maintain effective management
of the city's financial resources. Formal policy statements and major objectives provide the foun-
dation for achieving this goal. Accordingly, this section outlines the policies used in guiding the
preparation and management of the city's overall budget and the major objectives to be accom-
plished. In addition, the rationale which led to the establishment of the fiscal policy statements is
also identified.
Budget Development & Administration
1. A comprehensive annual budget will be prepared for all funds expended by the city.
State law provides that "no money shall be drawn from the treasury of the municipality nor
shall any obligation for the expenditure of money be incurred except pursuant to the appropriation
made by the commission." Inclusion of all funds in the budget enables the commission, the ad-
ministration, and the public to consider all financial aspects of city government when preparing,
modifying, and monitoring the budget, rather than deal with the city's finances on a "piece meal"
basis.
2. The budget will be prepared in such a manner as to facilitate its understanding by citi-
zens and elected officials.
One of the stated purposes of the budget is to present a picture of the city government
operations and intentions for the year to the citizens of Bozeman. Presenting a budget document
that is understandable to the citizens furthers the goal of effectively communicating local govern-
ment finance issues to both elected officials and the public.
3. Budgetary emphasis will focus on providing those basic municipal services which pro-
vide the maximum level of services, to the most citizens, in the most cost effective man-
ner, with due consideration being given to all costs--economic, fiscal, and social.
Adherence to this basic philosophy provides the citizens of Bozeman assurance that its
government and elected officials are responsive to the basic needs of the citizens and that its gov-
ernment is operated in an economical and efficient manner.
4. The budget will provide for adequate maintenance of capital, plant, and equipment and
for their orderly replacement.
All governments experience prosperous times as well as periods of economic decline. In
periods of economic decline, proper maintenance and replacement of capital, plant, and equip-
ment is generally postponed or eliminated as a first means of balancing the budget. Recognition
of the need for adequate maintenance and replacement of capital, plant, and equipment, regard-
less of the economic conditions, will assist in maintaining the government's equipment and infra-
structure in good operating condition.
5. The city will avoid budgetary practices that balance current expenditures at the ex-
pense of meeting future years' expenses.
Budgetary practices such as postponing capital expenditures, accruing future years' reve-
nues, or rolling over short-term debt are budgetary practices which can solve short-term financial
problems, however, they can create much larger financial problems for future administrations and
commissions. Avoidance of these budgetary practices will assure citizens that current problems
are not simply being delayed to a future year.
Approved Budget FY09 24 City of Bozeman, Montana
6. The city will give highest priority in the use of one-time revenues to the funding of
capital assets or other non-recurring expenditures.
Utilizing one-time revenues to fund on-going expenditures results in incurring annual
expenditure obligations which may be unfunded in future years. Using one-time revenues to
fund capital assets or other non-recurring expenditures better enables future administrations
and commissions to cope with the financial problems when these revenue sources are discon-
tinued, since these types of expenditures can more easily be eliminated.
7. The city will maintain a budgetary control system to help it adhere to the established
budget.
The budget passed by the commission establishes the legal spending limits for the city.
A budgetary control system is essential in order to insure legal compliance with the city's
budget.
8. The City will exercise budgetary control (maximum spending authority) through City
Commission approval of appropriation authority for each appropriated budget unit.
Exercising budgetary control for each appropriated budget unit satisfies requirements of
state law. It also assists the commission in monitoring current year operations and acts as an
early warning mechanism when departments deviate in any substantive way from the original
budget.
9. Reports comparing actual revenues and expenditures to budgeted amounts will be
prepared monthly.
The city's budget is ineffective without a system to regularly monitor actual spending
and revenue collections with those anticipated at the beginning of the year. Monthly reports
comparing actual revenues and expenditures to budget amounts provide the mechanism for
the Commission and the administration to regularly monitor compliance with the adopted
budget.
Revenue Collection
1. The city will seek to maintain a diversified and stable revenue base.
A city dependent upon a few volatile revenue sources is frequently forced to suddenly
adjust tax rates or alter expenditure levels to coincide with revenue collections. Establishment
of a diversified and stable revenue base, however, serves to protect the city from short-term
fluctuations in any one major revenue source.
2. The city will estimate revenues in a realistic and conservative manner.
Aggressive revenue estimates significantly increase the chances of budgetary shortfalls
occurring during the year--resulting in either deficit spending or required spending reductions.
Realistic and conservative revenue estimates, on the other hand, will serve to minimize the
adverse impact of revenue shortfalls and will also reduce the need for mid-year spending re-
ductions.
3. The city will pursue an aggressive policy of collecting revenues.
An aggressive policy of collecting revenues will help to insure the city's revenue esti-
mates are met, all taxpayers are treated fairly and consistently, and delinquencies are kept to a
minimum.
Approved Budget FY09 25 City of Bozeman, Montana
4. The city will aggressively pursue opportunities for Federal or State grant funding.
An aggressive policy of pursuing opportunities for Federal or State grant funding provides
citizens assurance that the city is striving to obtain all state and federal funds to which it is entitled-
-thereby reducing dependence upon local taxpayers for the support of local public services.
5. User fees and charges will be used, as opposed to general taxes, when distinct benefi-
ciary populations or interest groups can be identified.
User fees and charges are preferable to general taxes because user charges can provide
clear demand signals which assist in determining what services to offer, their quantity, and their
quality. User charges are also more equitable, since only those who use the service must pay--
thereby eliminating the subsidy provided by nonusers to users, which is inherent in general tax
financing.
6. User fees will be collected only if it is cost-effective and administratively feasible to do
so.
User fees are often times costly to administer. Prior to establishing user fees, the costs to
establish and administer the fees will be considered in order to provide assurance that the city's
collection mechanisms are being operated in an efficient manner.
Expenditures and Payments
1. On-going expenditures will be limited to levels which can be supported by current reve-
nues.
Utilization of reserves to fund on-going expenditures will produce a balanced budget, how-
ever, this practice will eventually cause severe financial problems. Once reserve levels are de-
pleted, the city would face elimination of on-going costs in order to balance the budget. There-
fore, the funding of on-going expenditures will be limited to current revenues.
2. Minor capital projects or recurring capital projects, which primarily benefit current resi-
dents, will be financed from current revenues.
Minor capital projects or recurring capital projects represent relatively small costs of an on-
going nature, and therefore, should be financed with current revenues rather than utilizing debt
financing. This policy also reflects the view that those who benefit from a capital project should
pay for the project.
3. Major capital projects, which benefit future as well as current residents, will be financed
with current revenues as well as other financing sources (e.g. debt financing).
This policy reflects the view that those who benefit from a capital project should pay for the
project.
4. Major capital projects, which benefit future residents, will be financed with other financ-
ing sources (e.g. debt financing).
Major capital projects represent large expenditures of a non-recurring nature which pri-
marily benefit future residents. Debt financing provides a means of generating sufficient funds to
pay for the costs of major projects. Debt financing also enables the costs of the project to be sup-
ported by those who benefit from the project, since debt service payments will be funded through
charges to future residents.
Approved Budget FY09 26 City of Bozeman, Montana
5. Construction projects and capital purchases of $10,000 or more will be included in the
Capital Improvement Plan (CIP); minor capital outlays of less than $10,000 will be included
in the regular operating budget.
The Capital Improvement Plan (CIP) differentiates the financing of high cost long-lived
physical improvements from low cost "consumable" equipment items contained in the operating
budget. CIP items may be funded through debt financing or current revenues while operating
budget items are annual or routine in nature and should only be financed from current revenues.
Debt Administration
1. The City will limit long-term debt to capital improvements which cannot be financed
from current revenues.
Incurring long-term debt serves to obligate future taxpayers. Excess reliance on long-term
debt can cause debt levels to reach or exceed the government's ability to pay. Therefore, consci-
entious use of long-term debt will provide assurance that future residents will be able service the
debt obligations left by former residents.
2. The city will repay borrowed funds, used for capital projects, within a period not to ex-
ceed the expected useful life of the project.
This policy reflects the view that those residents who benefit from a project should pay for
the project. Adherence to this policy will also help prevent the government from over-extending
itself with regard to the incurrence of future debt.
3. The city will not use long-term debt for financing current operations.
This policy reflects the view that those residents who benefit from a service should pay for
the service. Utilization of long-term debt to support current operations would result in future resi-
dents supporting services provided to current residents.
4. The City of Bozeman will adhere to a policy of full public disclosure with regard to the
issuance of debt.
Full public disclosure with regard to the issuance of debt provides assurance that the in-
currence of debt, for which the public is responsible, is based upon a genuine need and is consis-
tent with underwriters guidelines.
Reserves
1. Reserves will be established for funds which are not available for expenditure or are
legally segregated for a specific use, in accordance with Governmental Accounting and
Financial Reporting Standards (GAFR).
The City's policy is to manage and account for its financial activity in accordance with
Generally Accepted Accounting Principles (GAAP), as set forth by the Governmental Accounting
Standards Board (GASB). This policy is consistent with GASB requirements.
Approved Budget FY09 27 City of Bozeman, Montana
2. One undesignated general fund reserve will be maintained by the city. This undesig-
nated reserve will be used for: cash flow purposes, accrued employee payroll benefits
which are not shown as a liability, equipment acquisition and replacement, and to enable
the city to meet unexpected expenditure demands or revenue shortfalls.
Property taxes represent the city's primary source of general fund revenue. Property
taxes are collected in November and May of each fiscal year. Since the City's fiscal year begins
on July 1st, the city must maintain an adequate cash balance in order to meet its expenditure obli-
gations between July 1st and the commencement of the collection of property taxes in November.
Accrued employee payroll benefits represent a bona fide obligation of the city. The city will main-
tain sufficient reserves to meet its annual expenditure obligations.
The city recognizes the need to maintain adequate equipment in order to carry out required public
services. Equipment acquisition and replacement represent on-going costs of a relatively minor
nature, as compared to major capital purchases. To provide for the orderly replacement of these
assets, funds will be set aside for this purpose through a designation of fund equity.
The city is subject to revenue shortfalls and unexpected expenditure demands during the fiscal
year. An undesignated general fund reserve will be maintained to be able to offset these revenue
shortfalls or meet unexpected demands occurring during the year, without suddenly adjusting tax
rates or reducing expenditures.
Financial Reporting & Accounting
1. The City will manage and account for its financial activity in accordance with Generally
Accepted Accounting Principles (GAAP), as set forth by the Governmental Accounting
Standards Board (GASB).
GASB is recognized as the authority with respect to governmental accounting. Managing
the city's finances in accordance with GAAP and in accordance with the rules set forth by GASB,
provides the Bozeman citizens assurance that their public funds are being accounted for in a
proper manner.
2. The city will maintain its accounting records for general governmental operations on a
modified accrual basis, with revenues recorded when available and measurable, and ex-
penditures recorded when services or goods are received and liabilities incurred. Ac-
counting records for proprietary fund types and similar trust funds will be maintained on
an accrual basis, with all revenues recorded when earned and expenses recorded at the
time liabilities are incurred, without regard to receipt or payment of cash.
Adherence to this policy will enable the city to prepare its financial statements in accor-
dance with Generally Accepted Accounting Principles as set forth by the Governmental Account-
ing Standards Board.
3. The City of Bozeman will prepare a Comprehensive Annual Financial Report (CAFR) in
conformity with Generally Accepted Accounting Principles (GAAP). The report will be
made available to the general public. The CAFR shall be prepared in accordance with the
standards established by the GFOA for the Certificate of Achievement for Excellence in
Financial Reporting Program.
Approved Budget FY09 28 City of Bozeman, Montana
The Certificate of Achievement represents a significant accomplishment for a government and its
financial management. The program encourages governments to prepare and publish an easily
readable and understandable comprehensive annual financial report covering all funds and finan-
cial transactions of the government during the year. The CAFR provides users with a wide variety
of information useful in evaluating the financial condition of a government. The program also en-
courages continued improvement in the city's financial reporting practices.
4. The city will ensure the conduct of timely, effective, and annual audit coverage of all
financial records in compliance the Local, State, and Federal law.
Audits of the city's financial records provide the public assurance that its funds are being
expended in accordance with Local, State, and Federal law and in accordance with Generally Ac-
cepted Accounting Principles. Audits also provide management and the Commission with sug-
gestions for improvement in its financial operations from independent experts in the accounting
field.
5. The City of Bozeman will maintain a policy of full and open public disclosure of all fi-
nancial activity.
Full and open public disclosure of all financial activity provides the public with assurance
that its elected officials and administrators communicate fully all financial matters affecting the
public.
6. The modified accrual basis of accounting and budgeting is used for the Governmental
Funds. Under the modified accrual basis of accounting, revenues are recorded when sus-
ceptible to accrual, i.e., both measurable and available. Available means collectible within
the current period or soon enough thereafter to be used to pay liabilities of the current pe-
riod. Expenditures are recorded when the related liability is incurred. Employee compen-
sated absences and principal and interest on long-term debt expenditures are recorded
when due in the current period. The accrual basis of accounting is used for Proprietary
Funds. Under this method, revenues are recorded when earned and expenses are re-
corded when the related liability is incurred. For Budget preparation and presentation, the
Proprietary Funds’ expenses are converted to expenditures and follow the same budget
format as the Government Fund types. Capital outlays in the Enterprise Funds are pre-
sented as expenses for budget basis, but are recorded as assets along with associated
depreciation expense on the GAAP basis. Debt service principal payments in the Enter-
prise Funds are accounted for as expenses for budget purposes, but are reported as re-
duction of long-term debt liability on the GAAP basis.
Recording capital outlays as expenditures and principal payments on long-term debt for
budget purposes, presents a clearer picture of the city’s financial operations, is easier to ad-
minister for cash flow purposes, and is easier for the lay person to understand.
Approved Budget FY09 29 City of Bozeman, Montana
FINANCIAL STRUCTURE
___________________________________________________________
To better understand this budget document, a basic understanding of the structure, often-used
terms, and fund types is helpful.
The city’s operating expenditures are organized in to the following hierarchical categories: Ac-
tivities Departments, Divisions, and Budget Units.
Activity: Activity represents the highest level of summarization used in the City’s financial
structure. This level is primarily used for entity-wide financial reporting and for summarization
in this budget document.
Department: Department is the second level of summarization used in the City’s financial
structure. The function classification represents a grouping of related operations and pro-
grams aimed at accomplishing a broad goal or providing a major service.
Division: Department can be further split into divisions which are usually associated with
functioning work groups that have more limited sets of work responsibilities. Their primary
purpose is organizational and budgetary accountability.
Budget Unit: Divisions may be further subdivided into budget units. A budget unit is used to
account for a specific service performed within a division in the pursuit of individual goals and
objectives. A budget unit is aimed at accomplishing a specific service or regulatory program
for which a government is responsible.
For example, to account for the expenses of constructing a new Wastewater Treatment Plant
the city uses the following financial structure:
Activity: Public Service
Department: Wastewater Plant
Division: Operations
Budget Unit: Construction
The following table lists the Department and corresponding divisions within the city for the cur-
rent fiscal year.
Activities
General Government
Public Safety
Public Service
Public Welfare
Other
Approved Budget FY09 30 City of Bozeman, Montana
USEFUL TERMS
To better assist readers in understanding the budget document, a basic knowledge of the follow-
ing
Departments Divisions and Budget Units
City Commission City Commission, Study Commission
City Manager Administration, City Clerk, Personnel, Neighborhood Coordinator
Municipal Court Municipal Court
City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim-
Witness
Finance Administration, Accounting, Treasury
Planning Operations, Subdivision Review, Long-Range Planning, Annexa-
tion, Code Enforcement, Historical Preservation, Zoning Opera-
tions
Building Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building,
Senior Center, Library, Fire Station #2, Library—Lamme St.
Police Operations, Crime Control & Investigations, DARE, Drug Forfei-
ture, Parking, Animal Control
Fire Administration, Operations, Operational Readiness, Fire Preven-
tion, Hazardous Materials, Disaster & Emergency Services
Building Inspection Operations, Life-Safety
Parking Administration, Operations, Parking Garage
Public Services
Administration
Administration, Engineering, Snow Removal Enforcement, Weed
Cutting Enforcement, Sidewalk Repair Program, Sidewalk & Curb
Construction, SID Construction
Streets Operations, Maintenance, Construction, Street Lighting, Traffic
Signs & Markers
Water Plant Operations, Construction, Reservoirs
Water Operations Operations, Utility Locates, Water Services, Construction, Meters,
Hydrants, Valves, Repairs
Information Technology Operations, G.I.S
Approved Budget FY09 31 City of Bozeman, Montana
Departments
(cont’d)
Divisions and Budget Units
Wastewater Plant Operations, Laboratory, Sludge Injection, Construction
Solid Waste
Collection
Operations
Solid Waste Disposal Operations, Construction
Solid Waste
Recycling
Operations
Vehicle Maintenance Operations
Cemetery Operations
Parks Operations
Forestry Tree Maintenance
Library Operations, Technical Services, Information Services, Children ’s
Services, Circulation Services, Construction
Recreation Operations, Swim Center, Bogert Pool, Lindley Park Center, Pro-
grams
Community
Development
Downtown Improvement District, American ’s with Disabilities, Ur-
ban Redevelopment & Housing, Economic Development, Grants
Non-Departmental Insurance, Contingencies, Transfers, Beautification of Bozeman,
Band, Senior Transportation
G. O. Bonds Principal & Interest
SID Revolving Principal & Interest
SID Bonds Principal & Interest
Wastewater
Operations
Operations, Utility Locates, Wastewater Services, Construction, Man-
holes, Televising, Main Repairs
Approved Budget FY09 32 City of Bozeman, Montana
terms is useful:
A FUND is a fiscal and accounting entity with a self-balancing set of accounts recording cash and
other financial resources, together with all related liabilities and residual equities or balances, and
changes therein. Funds are segregated for the purpose of carrying on specific activities or attain-
ing certain objectives in accordance with special regulations, restrictions, or limitations. Funds in
the government model are classified into three broad categories: governmental, proprietary, and
fiduciary.
The most common reason for establishing a fund is to separately account for restricted-use reve-
nue or to comply with state or federal law.
An ACCOUNT is an organizational or budgetary breakdown which is found within city funds.
Each department serves a specific function as a distinct organizational unit of government within
the given fund. Its primary purpose is to facilitate organizational and budgetary accountability.
An OBJECT OF EXPENDITURE refers to specific, detailed expenditure classification. It relates
to a specific type of item purchased or service obtained. Examples of objects of expenditure in-
clude salaries, supplies, contracted service, travel, etc.
The City’s financial operations and fund structure conform with Generally Accepted Accounting
Principals (GAAP). The funds are grouped under governmental, proprietary, and fiduciary fund
types. The City’s fund structure is comprised of the following funds, all of which are budgeted.
GOVERNMENTAL FUND TYPES
General Fund: The general fund is used to account for all financial resources of the city, except
for those required to be accounted for in another fund. The general fund supports such basic ser-
vices as the legislative branch, judicial branch, general administration, police, fire, finance, engi-
neering, recreation, library services.
Revenue Sources: The city's general fund is financed primarily by property taxes
which provide nearly half of the general fund revenue. Other revenue sources in-
clude: licenses and permits, intergovernmental revenue, charges for services,
fines and forfeitures, interest on investments, operating transfers, and miscellane-
ous revenues.
Special Revenue Funds: Special Revenue funds are used to account for the proceeds of spe-
cific revenue sources (other than special assessments, expendable trusts, or for major capital pro-
jects) that are legally restricted to expenditure for specific purposes. Special revenue funds sup-
port insurance costs, retirement costs, planning functions, and other services legally restricted for
specific purposes.
Revenue Sources: Special revenue funds are supported either through property taxes or
through grants or other restricted revenue sources. Examples of special revenue funds supported
by property taxes include retirement and insurance
Approved Budget FY09 33 City of Bozeman, Montana
funds. Examples of special revenue funds supported by grants or other restricted revenue
sources include Community Development Block Grant, Housing and Urban Devel-
opment, and Gas Tax Apportionment.
Debt Service Funds: Debt service funds are used to account for the accumulation of resources
for, and the payment of, general long-term debt principal and interest. Debt Service funds provide
financing for the city's two general obligation bonds--transportation and library facilities.
Revenue Sources: Debt service funds are supported entirely through property
taxes and interest income.
Capital Project Funds: Capital project funds are used to account for financial resources to be
used for the acquisition or construction of major capital facilities (other than those financed by pro-
prietary funds).
Revenue Sources: Capital project funds are supported by special assessments,
long term debt proceeds, donations, and grants.
PROPRIETARY FUND TYPES
Internal Service Funds: Internal service funds are used to account for the financing of goods or
services provided by one department to other departments on a cost-reimbursement basis. Inter-
nal service funds account for the city's vehicle maintenance functions.
Revenue Sources: Internal service funds are supported through billings to other
departments based on the sale of goods and the services provided.
Enterprise Funds: Enterprise funds are used to account for operations that are financed and
operated in a manner similar to private business enterprises--where the intent of the governing
body is that the costs (expenses, including depreciation) of providing goods or services to the
general public on a continuing basis be financed or recovered primarily through user charges.
Enterprise funds account for the city's water, waste water, and solid waste services.
Revenue Sources: Enterprise funds are supported through user charges, penal-
ties, and interest income.
FIDUCIARY FUND TYPES
Trust Funds: Trust funds are used to account for assets held by a governmental unit in a trustee
capacity. These include (a) expendable trust funds, (b) permanent trust funds, and (c) pension
trust funds.
Revenue Sources: Trust funds are supported by donations and interest income.
Approved Budget FY09 34 City of Bozeman, Montana
THE BUDGET PROCESS
___________________________________________________________
The City of Bozeman budget serves several purposes.
• For the citizens of the City of Bozeman, it presents a picture of the city government
operations and intentions for the year.
• For the City Commission, it serves as a policy tool and as an expression of goals
and objectives.
• For City Management, it is used as an operating guide and a control mechanism.
State statute provides the “Local Government Budget Act” in MCA 7-6-4001. This section of the
law was adopted by the 2001 Legislature to replace the “Municipal Budget Law” and other various
sections of code that related to city finances. The new law: limits the amount of expenditures to
approved appropriations, requires reporting to the State after final budgets and tax levies are
adopted, and provides for a detailed preliminary and final budget adoption within the confines of
the state determined property ax assessment time-table.
The City's budget encompasses both the operating budget and the capital improvement budget.
Each budget unit includes amounts appropriated for both operating expenses and capital items.
The accompanying narrative explanation for each budget unit provides an explanation of capital
items included in the budget.
BASIS OF BUDGETING
The city’s accounts are organized on the basis of funds, each of which is considered a separate
entity. The operations of each fund are accounted for with a separate set of self-balancing ac-
counts that comprise its assets, liabilities, fund equity, revenues and expenditures/expenses.
Governmental funds (the General fund, Special Revenue, Debt Service, and Capital Projects
funds), use the modified accrual basis of budgeting and accounting. Revenues are recognized in
the accounting period in which they become available and measurable. Expenditures are recog-
nized when liabilities are incurred.
Proprietary funds (Enterprise and Internal Service funds) are budgeted on a modified accrual ba-
sis which does not include depreciation or compensated absences. Each fund’s financial state-
ments, which can be found in the City’s Comprehensive Annual Financial Report (CAFR), are re-
ported on the full accrual basis. In the accrual basis of accounting, revenues are recognized in
the accounting period in which they are earned. Expenses are recognized in the accounting pe-
riod in which they occur.
BUDGET DEVELOPMENT PROCESS
The City Manager’s Recommended Budget serves as the preliminary budget and is normally
adopted as such in June following six months of development and analysis by staff and the City
Commission.
Approved Budget FY09 35 City of Bozeman, Montana
After submitting the City Manager's Recommended Budget to the City Commission, public work
sessions may be held by the Commissioners at which time the City Manager, Finance Director,
and department staff explain the budget recommendations and underlying justification for the re-
quests. The Commission also reviews departmental requests which could not be funded, as an
indication of un-met needs. During or following the work sessions, the Commissioners may make
adjustments to the proposed budget. Following any adjustments to the City Manager's budget
recommendation, a tentative appropriation ordinance is prepared and a public hearing is held.
The Commission may again make adjustments to the budget following the public hearing, after
which time, the Commission passes the appropriation ordinance in final form.
Appropriations are established by budget unit. The accounting system, budgeting system, and
the budget document itself, however, break these classes into subclasses--thereby providing
more detailed information. As an example, operating supplies, gas and oil, and subscriptions are
all classified as operating expenses. The accounting and budgeting systems provide detail for
these specific sub-classes. However, appropriation control is exercised only at the budget unit
level.
PERFORMANCE BUDGETING
Beginning with the fiscal year 1998-99 budget, the City of Bozeman started the development of a
performance budget. The move to a performance budget resulted in a shift in emphasis away
from describing what will be purchased (inputs) towards describing what will be accomplished
(outputs and outcomes). That process continues today with both an organization-wide and
budget-unit specific focus on outcomes.
PRESENTATION
The text of the budget document contains five sections of information for each Division.
• The first section provides a description of the division.
• The second section describes its major objectives to be accomplished.
• The third section provides a staffing summary and detailed financial information.
• The fourth section identifies the divisions performance measures for the coming
budget year and the past three years.
MCA 7-6-4030 Final budget—resolution—appropriations. (1) The governing body may
amend the preliminary budget after the public hearing and after considering any public comment.
(2) The amended budget constitutes the final budget. The final budget must be balanced
so that appropriations do not exceed the projected beginning balance plus the estimated revenue
of each fund for the fiscal year.
(3) The governing body shall adopt the final budget by resolution. The resolution must:
(a) authorize appropriations to defray the expenses or liabilities for the fiscal year;
and
(b establish legal spending limits at the level of detail in the resolution.
(4) The effective date of the resolution is July 1 of the fiscal year, even if the resolution is
adopted after that date.
Approved Budget FY09 36 City of Bozeman, Montana
The financial information includes expenditure information for the last completed fiscal year,
the appropriated amounts for the current year, and the recommended amounts covered by the
budget. Costs are segregated into six basic classifications: salaries, wages, & benefits; operat-
ing expenses; capital; debt service; and transfers. In addition, more detailed objects of expendi-
ture are also presented, at the option of departments or divisions to highlight certain aspects of
their budgets. For example, the amount expected to be spent for supplies and materials is
shown. However, appropriation control is exercised only at the budget unit level and not at the
individual object of expenditure level.
The narrative information is presented together with the financial detail to assist readers in un-
derstanding the planned outcomes for each division, the purpose of each budget unit, and ma-
jor changes or expenditures for the coming year.
MONITORING AND REPORTING PROCESS
As the budget year proceeds, individual departments and the Finance Department have dual re-
sponsibility for monitoring the status of each budget unit. Department staff has primary responsi-
bility for monitoring the status of expenditures against their budget. This responsibility includes
informing the Finance Department of any significant departures from the plans anticipated in the
budget.
The Finance Department has overall responsibility for monitoring the status of all departments
and funds. This is accomplished primarily through analysis of computerized budget performance
reports which compare appropriation amounts on a line-item basis with actual expenditures
throughout the year. These reports aid department staff in controlling costs and act as an early
warning system for the Finance Department. Department staff may exercise their judgment in
exceeding expenditures by object code, as long as they do not exceed the total amount appropri-
ated for the budget unit.
The Finance Department reviews the budget reports on a monthly basis and discusses any vari-
ances from expected performance with the department staff. The Finance Department conducts
in-depth quarterly budget reviews of all expenditures and revenues.
Significant changes in either expenditures or revenues require a budget revision that must be
adopted by the City Commission. Recommendations are made by the Finance Director for any
corrective actions that are believed necessary.
BUDGET AMENDMENT PROCESS
State statute provides a number of different ways to amend the budget. The first involves a real-
location of existing appropriations among the line items within a specific fund, The second de-
fines a series of scenarios where the governing body has authority to amend the budget without a
hearing for donations, land sales, and fee based budgets. All other increases in appropriation
authority that are not specifically permitted by statute must be approved through a public hearing
process.
Approved Budget FY09 37 City of Bozeman, Montana
The Finance Director is responsible for insuring compliance with spending limitations imposed by
the budget. Accordingly, the Finance Director submits a Budget Status Report to the City Com-
mission after three, six, nine, and twelve month periods. The budget reviews evaluate overall
revenues and expenditures in comparison to the budgeted amounts. In cases where it appears
the original spending authority authorized will not prove sufficient, transfers of spending authority
or additional spending authority are requested together with explanations for the requests. Public
hearings for budget amendments are held as necessary.
BUDGET CALENDAR/PROCEDURES
The following budget timeline outlines the process the City follows for creation and adop-
tion of the annual budget.
1. December/January: The Commission's goals provide the legislative policy direction for
the budget process and the development of departmental objectives and work plans.
2. January: The Finance Department sends budget request forms and instructions to all de-
partments.
3. January/February: Department administrators assess the needs of their departments and
communicate their needs through their budget requests.
4. March: The department requests are compiled by the Finance Director and compared to
available funds to support the requested services.
5. March/April: The City Manager and Finance Director attend budget meetings with the
staff responsible for each budget unit to discuss their requests and make necessary ad-
justments to insure needed services are provided and the budget is balanced.
6. May: The City Manager's Recommended Budget is presented to the City Commission.
This comprehensive document includes both operating and capital expenditures for the
ensuing fiscal year.
7. May/June: The City Commission holds work sessions on the budget at which time the
MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may author-
ize the governing body or a designated official to transfer appropriations between items within the
same fund.
(2) The annual budget appropriations may be amended as provided in 7-6-4006 (3) and
7-6-4012..
(3) Except as provided in 7-6-4006, 7-6-4011, 7-6-4012, 7-6-4015, and 7-6-4032, or in
case of an emergency under Title 10, chapter 3, a public hearing is required for an overall in-
crease in appropriation authority.
Approved Budget FY09 38 City of Bozeman, Montana
City Manager, Finance Director, and various department staff explain the budget recom-
mendations and underlying justification for the requests.
• During or following the work sessions, the Commissioners may make adjustments to
the proposed budget.
8. June: The Commission provisionally adopts the budget.
9. July: The public hearing on the budget is advertised in the local newspaper.
• A public hearing on the budget is held and adjustments to the budget, if any, are
made.
10. August: Final taxable values are received from the State Department of Revenue. Taxing
authority is calculated and final resolutions are prepared
• A comparison of the City Manager's budget recommendation and the final budget is
pub lished in the local newspaper.
11. August: Commission adopts final budget appropriation resolution and tax levy resolution.
12. Monthly: Budget-to-Actual line item spending reports are prepared by the 20th day of the
following month for the Commission, departments, and members of the public.
13. Quarterly: Update of Budget-to-Actual spending and revenue collection report is prepared
and published to the City’s website for the Commission and the public.
Approved Budget FY09 39 City of Bozeman, Montana
CITY ORGANIZATION
___________________________________________________________
The organization chart on the following page depicts the overall structure of the City of Boze-
man government. Voters of the City elect the City Commission and Municipal Court Judge.
The City Commission appoints a City Manager who is the Chief Executive Officer of the City.
The City Manager appoints a City Clerk who acts as staff of the Commission. The City Man-
ager also appoints directors of each of the major departments– Finance, Law, Public Safety,
Public Service, and Public Welfare. These departments represent the major delineation of the
services offered by the City.
Approved Budget FY09 40 City of Bozeman, Montana
Approved Budget FY09 41 City of Bozeman, Montana
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Approved Budget FY09 42 City of Bozeman, Montana
CHANGES IN FUND BALANCE/WORKING CAPITAL
FYE 07 ----------------------------------------------FY 09----------------------------------------------
Actual Projected Beginning Estimated Appropriations Budgeted Ending
Fund Balance/ Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital Working Capital
# General Fund
010 General Fund $ 4,367,538 $ 4,370,538 $ 22,287,851 $ 22,444,834 $ 4,213,555
Special Revenue Funds -
100 Planning Fund 257,494 53,189 871,499 837,075 87,613
101 Historic Preservation - - -
103 Health-Medical Insurance 22,273 22,273 1,803,267 1,803,267 22,273
104 Liability Insurance (2,609) - 413,040 413,040 -
105 P.E.R.S. Fund (2,625) - 413,713 413,713 -
106 Police Pension Fund 26,859 26,859 428,626 428,626 26,859
107 Fire Pension Fund (54,330) (54,330) 295,434 295,434 (54,330)
108 Community Transportation (34,195) - 30,515 30,515 -
109 Highway Safety Improvement Projects 20,032 20,032 - 19,000 1,032
110 Gas Tax Apportionment 257,119 235,369 615,809 616,500 234,678
111 Street Maintenance District 365,976 146,110 2,102,916 2,118,064 130,962
112 Tree Maintenance 272,995 171,027 409,304 429,524 150,807
113 Fire Impact Fee 2,246,390 2,274,990 1,222,000 3,392,463 104,527
114 Street Impact Fee 5,561,961 6,573,961 1,775,000 6,900,000 1,448,961
115 Building Inspection Special Revenue 1,038,216 756,000 1,075,000 1,195,211 635,789
116 Dowtown Improvement District 504,525 541,145 715,920 715,620 541,445
119 Economic Development Loan Fund 1,051 106,051 216,000 111,000 211,051
120 Community Housing 145,229 145,229 115,600 190,162 70,667
121 Housing Revolving Loan Fund 92,034 88,134 10,500 14,400 84,234
125 Drug Forfeiture 9,342 8,871 164,000 168,962 3,909
126 Neighborhood Parking Districts 81,997 - - - -
127 Down Town Parking (21,417) - - - -
128 Fish Wildlife And Park Management Areas 27,045 15,045 - 15,000 45
129 Special Projects 270,385 385 - - 385
130 Americans With Disability Act 33,689 33,689 - 32,000 1,689
131 Beautification Of Bozeman 4,199 4,199 - - 4,199
133 Recreation Department Special Revenue 29,545 30,545 1,000 30,000 1,545
135 Cemetery Department Special Revenue 2,088 588 - - 588
136 Park Department Special Revenue 10,512 12,512 5,500 12,000 6,012
137 Library Department Special Revenue - 2,700 5,200 7,900 -
138 Law & Justice Center 522,750 502,750 - 20,000 482,750
139 Police Department Special Revenue 152,583 165,356 113,000 150,965 127,391
140 Police Domestic Violence - - 157,500 157,500 -
143 TIF N 7th Corridor - 31,028 56,500 87,528 -
144 TIF NE Urban Renewal - 27,261 43,200 70,461 -
145 TIF Mandeville Industrial - - - - -
146 Lighting Districts (123,396) (103,396) 170,000 150,000 (83,396)
174 Victim Witness Advocate 224,036 230,036 66,000 52,000 244,036
175 Senior Transportation 5,934 5,934 74,178 74,178 5,934
176 Business Improvement District 5,018 5,018 114,000 114,000 5,018
177 Neighborhood Special Revenue 527 527 - - 527
179 Diaster Relief Fund 78,282 80,282 2,000 - 82,282
180 Sr. High Parking 17,364 - - - -
183 Fire Department Special Revenue (4,042) (4,042) - - (4,042)
184 Parks Master Plan Develop 156,783 156,783 150,000 150,000 156,783
185 Insurance Proceeds 235,070 241,070 6,000 232,000 15,070
186 Development Impacts 737,358 387,358 120,000 487,000 20,358
187 Fire Department Equipment 274,167 286,167 306,712 450,000 142,879
188 City/County Drug Forfeiture 269,810 249,810 55,000 300,000 4,810
850 Park Land - Cash in Lieu 118,452 - - - -
Total Special Revenue Funds 13,836,476 13,476,515 14,123,933 22,685,108 4,915,340
Approved Budget FY09 43 City of Bozeman, Montana
CHANGES IN FUND BALANCE/WORKING CAPITAL
FYE 07 ----------------------------------------------FY 09----------------------------------------------
Actual Projected Beginning Estimated Appropriations Budgeted Ending
Fund Balance/ Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital Working Capital
# Debt Service Funds
300 Special Improvement District Revolv. Fund 572,335 602,335 20,000 - 622,335
301 Library Bonds 202,827 203,061 316,886 316,886 203,061
302 Bond P & I 1995 Transportation Projects (318,385) (266,385) 467,316 415,316 (214,385)
305 TIF 2007 Downtown Bonds - - 416,222 416,222 -
310 SID Funds 40,889 (359,111) 1,500,000 1,500,000 (359,111)
Total Debt Service Funds 497,666 179,900 2,720,424 2,648,424 251,900
Construction Funds
Capital Projects (636,717) 1,917,102 3,025,380 835,319 4,107,163
Enterprise Funds
600 Water 6,890,312 6,731,778 6,556,099 6,463,704 6,824,173
610 Water Impact Fee - Net Assets 5,522,547 6,657,047 1,285,000 650,000 7,292,047
620 Waste Water 6,310,391 3,807,669 9,897,500 11,049,036 2,656,133
630 Waste Water Impact Fee - Net Assets 10,648,599 12,255,199 1,302,000 5,173,400 8,383,799
640 Solid Waste (including closure) 1,323,886 3,052,152 2,602,688 4,013,947 1,640,893
650 Parking Enterprise - 100,000 439,064 540,457 (1,393)
Total Enterprise Funds 30,695,735 32,603,845 22,082,351 27,890,544 26,795,652
Internal Service Funds
710 Vehicle Maintenance Shop 95,298 106,629 649,625 649,625 106,629
720 Health-Medical Self-Insurance Fund 290,460 305,960 2,801,197 2,790,197 316,960
-
Total Internal Service Funds 385,758 412,589 3,450,822 3,439,822 423,589
Permanent Funds
800 Cemetery Perpetual Care 527,222 531,222 20,000 16,000 535,222
Total Trust And Agenc Funds 527,222 531,222 20,000 16,000 535,222
Total All Funds 49,673,678 53,491,711 67,710,761 79,960,051 41,242,421
Approved Budget FY09 44 City of Bozeman, Montana
MILL LEVIES & MILL VALUES
FISCAL YEAR FY 04 FY 05 FY06 FY07 FY08 FY09
MILL VALUE $ 49,559 $ 52,985 $ 58,063 $ 63,249 $ 68,981 $ 74,178
PERCENTAGE CHANGE - 6.9% 9.6% 8.9% 9.1% 7.5%
GENERAL FUND:
All-Purpose 108.43 111.48 111.39 110.57 101.26 111.92
SPECIAL REVENUE:
City Planning 2.00 2.00 2.00 2.00 2.00 2.00
Police Retirement 4.70 3.88 3.54 4.07 4.27 4.14
Firefighters' Retirement 2.10 1.87 1.71 2.68 2.81 2.72
Public Employees' Retirement 4.08 3.93 3.59 4.39 4.61 4.52
Comprehensive Insurance 4.01 3.78 3.45 4.45 4.67 4.53
Health/Med Insurance 21.77 24.73 23.21 22.91 22.36 24.31
Fire Capital & Equipment 4.00
Fire Truck/Equipment 6.00 6.00 6.00
Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00
Affordable/Workforce Housing 1.45
TOTAL SPECIAL REVENUE 45.66 47.19 44.50 41.50 41.72 48.67
DEBT SERVICE:
Library G.O. Bonds 8.22 7.99 5.39 4.95 4.53
4.27
Transportation G.O. Bonds 1.00 5.33 6.98 6.40 6.67 6.30
TOTAL DEBT SERVICE 9.22 13.32 12.37 11.35 11.20 10.57
TOTAL ALL LEVIES 163.31 171.99 168.26 163.42 154.18 171.16
Percentage Change - 5.3% -2.2% -2.9% -5.7% 11.0%
Property Taxes Levied $8,093,480 $9,112,890 $9,769,893 $10,336,467 $10,635,491 $12,696,447
Percentage Change - 12.6% 7.2% 5.8% 2.9% 19.4%
* Tax Authority Authorized but Not Levied $ 350,120
FY09 SAFER
$ - $ 174,189 $ - $ 620,829 $ 667,602
9 Mills 911 Mills
Res. No. 3954 Res. No. 3954
Approved Budget FY09 45 City of Bozeman, Montana
APPROPRIATIONS BY TYPE
___________________________________________________________
All expenditures are classified under one of five major categories: Salaries, Wages & Benefits,
Operating Expense, Capital, Debt Service, and Transfers. The graph below shows the relative
percentage of budgeted expenditures for these five major categories for all funds, combined.
In governmental agencies, salaries, wages and benefits normally represent the largest of these
categories.
However, due to the significant investment in infrastructure, cities have a much higher percent-
age of the budget devoted to operating costs than most other governmental agencies. Trans-
portation projects are often included under contracted services, which is an operating cost.
Salaries & Overtime
21%
Benefits
7%
Operating
26%
Capital
37%
Debt Service
3%
Transfers
6%
FY2009 ‐Appropriations by Type
Salaries & Overtime
Benefits
Operating
Capital
Debt Service
Transfers
Approved Budget FY09 46 City of Bozeman, Montana
APPROPRIATIONS BY FUND
___________________________________________________________
As shown, Enterprise Funds and the General Fund account for 63% of the total expenditures
of the city. The General Fund is the city’s primary operating account for general government
operations. Enterprise funds consist of water, wastewater, solid waste, and parking funds.
These funds operate on a self-supporting basis.
Special revenue funds, totaling 29% of appropriations, include a variety of tax supported funds
including funds supporting major employer retirement contributions, health insurance premi-
ums, impact fees and liability insurance. Community development block grant monies, the
city’s gas tax allocation, and street and tree maintenance districts are also included.
Debt service, internal service, and trust and agency funds make up the remainder of the city’s
appropriations.
General Fund
28%
Special Revenue
29%Debt Service
3%
Capital Project
1%
Enterprise Funds
35%
Internal Service
4%
Permanent Funds
0%
FY2009 - Appropriations by Fund
General Fund
Special Revenue
Debt Service
Capital Project
Enterprise Funds
Internal Service
Permanent Funds
Approved Budget FY09 47 City of Bozeman, Montana
LEGAL DEBT LIMIT & BOND RATING
___________________________________________________________
General Obligation Debt Limit:
The City’s legal debt limit is established by state statute for General Obligation indebtedness.
Total general obligations may not exceed 2.5% of the City’s total market value, as established
each August by the Department of Revenue. (FY09 Total Market Value was $2.407 Billion.)
As of June 30, 2008, outstanding net general obligation debt will be equal to $5,340,000. The
one general obligation loan payable, for the professional building, will be paid in full by the end
of FY08. This budget anticipates borrowing $1 Million for Fire Station #3 construction in FY09.
Recent Law Change:
In the recent Legislative session, SB245 was adopted that changed the statutory debt limit
from 1.51% to 2.5% of Market Value. This became effective July 1, 2007. This results in an
estimated Legal Debt Margin of $49.5 Million at the end of FY08, estimated to be $54.3 Million
at the end of FY09.
General Obligation Bond Rating:
The City’s most recent general obligation bond rating was done in connection with the sale of
the Library G.O. bonds, Series #2 in 2003. Moody’s rated that issue an “A2”, in the “mid-range
of the upper medium grade”. This is generally described as “strong, investment grade” credit
by Moody’s.
Revenue-backed Debt:
There remains no statutory cumulative limit on the amount of debt a city can issue that is
backed by the revenue streams of various operations, known as “Revenue Bonds”. The city
plans to issue approximately $20 Million in revenue bonds for the construction of a new Waste
Water Treatment plant within the next three years.
Special District Debt:
There is no statutory limit of the amount of debt a city can issue that is backed by assessments
from special improvement districts (including lighting districts) known as “SID or SLID Bonds”.
Other Special District Debt is subject to specific limitations, set forth in statute. In December
2007, the City issued $6.27 Million in Tax Increment Urban Renewal Revenue Bonds for the
Downtown Intermodal Parking Facility. This bond issue was rated BBB by Standard & Poor’s.
Legal Debt Limit—GO Budgeted June 30, 2008
Statutory G.O Debt Limit—
2.5% of Valuation
$54,804,000
Less: Outstanding GO
Bonds
($5,340,000)
Less: Loans Payable -
Plus: Fund Balances Reserved
for Debt Payment
-
Equals: Legal Debt Margin $49,464,000
Estimated June 30, 2009
$60,185,000
($5,815,000)
-
-
$54,370,000
Approved Budget FY09 48 City of Bozeman, Montana
STAFFING SUMMARY
___________________________________________________________
Approved Approved Approved Approved Approved
FY05 FY06 FY07 FY08 FY09
GENERAL GOVERNMENT
City Commission 4.00 2.10 2.10 2.10 2.10
City Manager 7.50 9.50 8.00 10.50 10.50
Municipal Court 6.00 6.00 6.00 7.00 7.00
City Attorney 6.00 6.00 6.00 6.00 7.00
Finance 16.00 16.00 16.00 10.00 10.00
Office of Planning & Community Development 12.70 12.70 14.20 15.20 13.70
Building Maintenance 2.55 2.55 2.55 3.55 3.55
Information Technology 6.00 6.00
TOTAL GENERAL GOVERNMENT 54.75 54.85 54.85 60.35 58.85
PUBLIC SAFETY
Police Department 49.75 53.75 55.75 57.75 62.75
Fire Department 29.25 29.25 31.25 34.25 45.25
Building Inspection 15.05 15.05 16.55 16.55 13.55
Parking 2.75 2.75 3.75 3.75 4.75
TOTAL PUBLIC SAFETY 96.80 100.80 107.30 112.30 126.30
PUBLIC SERVICES
Public Services Administration 8.15 7.15 8.15 8.15 8.15
Streets 13.62 13.62 15.62 15.62 17.62
Water Plant 9.27 9.27 9.56 9.27 9.27
Water Operations 14.12 14.62 14.62 15.62 16.62
Wastewater Operations 7.75 9.25 9.25 10.25 11.25
Wastewater Plant 14.87 14.87 15.42 14.87 15.87
Solid Waste Collection 11.74 11.74 12.24 14.74 14.74
Solid Waste Disposal/Recycling 7.66 7.66 6.82 3.00 1.00
Vehicle Maintenance 3.50 3.50 4.00 4.00 4.00
TOTAL PUBLIC SERVICES 90.68 91.68 95.68 95.52 98.52
PUBLIC WELFARE
Cemetery 5.75 5.25 5.50 5.75 5.75
Parks 11.95 11.95 12.45 13.45 13.45
Forestry 3.60 3.60 4.60 4.60 4.60
Library 20.66 19.66 19.66 20.66 21.66
Recreation 14.90 14.65 14.90 14.90 15.00
Community Development 1.00 1.00 1.00 2.00 1.00
TOTAL PUBLIC WELFARE 57.86 56.11 58.11 61.36 62.46
TOTAL ALL FUNDS 300.09 303.44 315.94 329.53 346.13
Net FTE Increase from Previous Year 11.25 3.35 12.50 13.59 16.60
% Increase from Previous Year 3.9% 1.1% 4.1% 4.3% 5.0%
Approved Budget FY09 49 City of Bozeman, Montana
REVENUE TRENDS & ANALYSIS
____________________________________________________________
Revenues are estimated for every fund of the city each year. This summary of revenue estimates is sup-
ported by detailed revenue estimates for each fund, as described in the tables beginning on page 56.
This section of the budget highlights major governmental and enterprise funds of the City: the General
Fund, along with Water, Wastewater, and Solid Waste enterprises. Trends of these funds and individual
revenues are shown together with estimates for the coming year. Together, these funds comprise 65%
of the total estimated revenues of the City.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city ad-
ministration, police and fire services, court, parks, recreation, and library. Revenue is estimated to be
$22.287 Million for the budget year.
The growth in general fund revenues, depicted in the graph above, reflects the following trends:
• The approved mill levy for police and firefighter staff. That levy allows permanent increases
in property tax levies, beginning in FY09.
• The rapid growth in new construction and annexations over the last several years, which
increases property taxes collected. Growth in taxable value was 7.5% for this fiscal year.
Slowing construction trends in 2008 will not effect the FY09 certified taxable value, because
of the January 2008 assessment date for FY09 values. However, if the recent slow-down
leads to a more permanent down-turn, growth in property tax collections in FY10 will be ef-
fected.
• Increased court revenues, based on the hiring of an additional prosecutor in FY09. Court
revenues tend to grow as we add police officers and as our community becomes more of a
regional trade-center and tourist area.
• Voted county-wide 911 levy and commitment to reduce city mills by an equivalent amount.
• Increased State Entitlement Share revenues, based on population growth.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund Revenue
Approved Budget FY09 50 City of Bozeman, Montana
WATER FUND
Shown on the graph below are total water fund revenues, estimated at $6.5 Million for the budget year.
As depicted by the graph, water fund revenues have steadily increased as the result of both an increase
in the customer base and as the result of regular rate changes. Customer-base growth has been esti-
mate at 5% for the budget year, based on the trend of the past three years and the continued increase in
building permits that the city has issued. A 10% rate increase was adopted for FY06, and another 10%
rate increase in FY07 were planned to accumulated dollars for new plant construction, witch will be nec-
essary in an estimated 3-5 years. The City’s recent rate study showed a net zero increase in required
rates for FY08 & FY09.
Review of actual water usage indicates a rather effective water conservation effort in the community.
Population growth over the period from 2000 through 2004 averaged 3.5% annually for the community—
but water usage grew by an average of only 2.5% annually, as sited in the City’s Water Facility Plan by
Allied/Peccia. We expect this conservation trend to continue in the budget year, with the possible adop-
tion of inclined-block rates. Rate increases are shown on page 236.
WASTEWATER FUND
Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years, and are
estimated at $5.9 Million for the budget year. This does not include an additional $3.9 million in planned
borrowing for Plant construction.
We estimate our customer-base (new accounts) to grow by 5% in the budget year and have based our
estimate on recent historical information for the fund and the fact that our building permit department
continues to see strong applications for new permits within the city.
In response to the impending construction of a new plant facility, a 15% rate increase was adopted for
FY06 and another 10% increase in wastewater rates in FY07. These rate increases are being dedi-
cated to the construction of the new Wastewater Plant. The City’s 2007 rate study showed a 5% net
rate increase for customers in FY08, with some restructuring of rate classes. A 9% rate increase will be
implemented in FY09, as we being Plant construction. Wastewater rate increases are shown in the
schedule on page 236.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
1st 8 years Actual - Last 2 projected
Water Fund Operating Revenues
Approved Budget FY09 51 City of Bozeman, Montana
SOLID WASTE FUND
During fiscal year 2006, the Commission discussed how the City would continue solid waste disposal
services as our Landfill was nearing its capacity. In a measure to reserve the remaining cell space for
residential use only, the Commission closed the landfill to tipping by commercial customers and non-city
residents and to any construction and demolition waste. In addition, hours of operation were to be cut in
order to “break-even” with the new limited revenue/trash stream. This significantly decreased revenue
coming into the Solid Waste Fund, and reversed our six-year increasing revenue trend.
City Collection customers saw an 18% rate increase to cover the hauling costs and tipping fees at the
County Landfill, more than 20 miles away.
For fiscal year 2009, we have estimated Solid Waste Revenues with no remaining capacity and the
landfill being capped and closed. We will continue to provide curb-side garbage collection services. In
fiscal year 2008, the city operated a convenience station and household hazardous waste facility, which
the County Solid Waste District is expected to take over in June/July 2008.
For FY09, garbage rates will increase 9%, to cover increased fuel costs, employee salary and benefit
increases, and the assumption of costs that were once shared with the Disposal division. A new curb-
side recycling service will be offered for $10/month for city residential garbage customers. Decreases to
revenues comes from closure of the landfill and the transfer of the convenience station to the county.
Solid waste fund revenues, including curbside recycling fees for the year, are estimated at $2.3 Million.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Fund Operating Revenues
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Solid Waste Fund Operating Revenues
Approved Budget FY09 52 City of Bozeman, Montana
EXPENDITURE TRENDS & ANALYSIS
___________________________________________________________________________
This section provides a historical trend analysis of the expenditures of the major funds of the city. In-
creases and decreases in a funds’ expenditure levels is a natural occurrence. The most important point
is to understand what factors are causing a funds’ expenditure levels to change. General fund expendi-
tures will usually be more stable, due to the fact that most costs are personnel that are predictable and
steady. In enterprise funds and construction funds, large fluctuations will occur due to the fact that these
funds are infrastructure intense and large expenditures are sporadic, depending on the projects in-
volved.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city ad-
ministration, police and fire services, court, parks, recreation, and library. Expenditures total $22.4M for
this fiscal year.
The increase in expenditure levels of the general fund can be tied to the growth trend of our community;
With this increase in property and population, there is a need for additional general fund services. Staff-
ing increases to handle citizen demands bring salary and health insurance expenditure increases. In
addition, expanding buildings to accommodate more citizens and employees results in increased build-
ing maintenance costs. Expenditures on Library Services increased significantly in 2007 due to the op-
erations of the new Library facility. For FY08 we decreased expenditures on 911 Dispatch services by
over $700,000, due to the assumption of this program by the county. Over the past four years, we have
increased expenditures on police and fire services. Most significant this year is the voter-approved levy
for the addition of police officers and firefighters
WATER FUND
As the chart below depicts, the trend in the Water Fund shows the result of sporadic large improvement
projects being undertaken in FY2004 through FY2008. In 2004, we began design and construction on
the Hyalite Transmission Main, which greatly improved service for the City’s water supply from Hyalite
reservoir. That project was completed in FY2006. FY2009 expenditures total roughly $6.4 Million, and
includes spending on the preliminary design and testing necessary for a new Water Treatment Facility,
according to our long-rang Water Facility Plan. We expect to see substantial investment in the city’s
water supply and delivery being made by the Water Fund over the next 3-5 years.
‐
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
General Fund Expenditures
Approved Budget FY09 53 City of Bozeman, Montana
WASTEWATER FUND
The Wastewater Fund has also spent substantial dollars on capital improvements over the past 6 years.
The City received a multi-million dollar EPA Grant award that required matching dollars from our rate-
payers. This grant funded some major improvements to our Wastewater Treatment Plant and Collection
System, and was fully utilized by the end of the FY2005 year.
As a result of our most recent Wastewater Facility Study, the city immediately embarked on the design
and construction of a new BNR Wastewater Treatment Plant. In FY2007, approximately $4 million was
budgeted to be spent for that project. In the coming 3 years, we expect to spend a total of over $50 mil-
lion on the new plant. FY2009
expenditures for the fund total
$9.8 Million.
SOLID WASTE
Expenditures in the Solid Waste Fund have increased significantly in the recent years due to the City’s
investment in the Mandeville Farm property, Transfer Station design, and the Old Library Property.
Costs also in-creased in
FY2006 when the City decided to
direct-haul collec- tion trash to the
County Landfill. The FY2009
budget includes the cap and
closure costs on the City’s exist-
ing landfill cell and curbside
recycling, in addi- tion to our
regular garbage collection
routes. Expendi- tures are esti-
mated to total $4.1 Million,
with nearly $1 million relating
‐
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
2000200120022003200420052006200720082009
Wastewater Fund Expenditures
‐
2,000,000
4,000,000
6,000,000
2000200120022003200420052006200720082009
Solid Waste Fund Expenditures
‐
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
2000200120022003200420052006200720082009
Water Fund Expenditures
Approved Budget FY09 54 City of Bozeman, Montana
FUND BALANCES / WORKING CAPITAL TRENDS & ANALYSIS
——————————————————————————————————————————
There are two fund types that are used to account for the city’s operating funds. One is governmental
fund types and the other is proprietary fund types. The best measure of a governmental fund types’ fi-
nancial condition is fund balance (assets minus liabilities). The best measure of a propriety fund types’
financial condition is working capital (current assets minus current liabilities).
This section provides a historical trend analysis of the fund balance and working capital balances of the
major funds of the city. Increases and decreases in a funds’ financial position is a natural occurrence.
The most important point is to understand what factors are causing a funds’ financial position to change.
General fund balances will generally be more stable, due to the fact that most costs are personnel that
are predictable and steady. In enterprise funds, large fluctuations will occur due to the fact that these
funds are infrastructure intense and large expenditures are sporadic.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city ad-
ministration, police and fire services, court, parks, recreation, and library.
The graph below shows that the city has maintained its general fund balance between $2.5 and $3.9
million over the past 10 years. Increases in fund balance in FY02, 05, 08 occurred as the result of unex-
pected revenues and vacancy savings (most significant in FY08). The relatively sharp decline at the
end of FY03 resulted from the use of $1.3 million in reserves to purchase the Story Mansion. The de-
cline in FY07 is attributed to the City’s share of the purchase of the Lamme Library property for $1 Mil-
lion. This FY09 budget has an ending Unreserved General Fund Balance of $4.2 million, spending
$116,500 on SAT matching funds for the interior renovations of the Story Mansion and $200,000 on the
rental of space for a Municipal Court facility.
The graph on the next page shows the unreserved general fund balance in relation to the annual reve-
nue of the fund. The decline in fiscal years 2000 & 2001 were due to the inclusion of expenditures for
employee benefits (health insurance and employee retirement funds) in the general fund. These were
previously expended out of special revenue funds. The decline in FY 03 was the result of the acquisition
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund ‐Unreserved
Fund Balance
Approved Budget FY09 55 City of Bozeman, Montana
of the Story Mansion. Again, the decline in FY07 is attributed to the purchase of the Lamme Library
property. We anticipate that FY09 will end with the Unreserved General Fund Balance at approx 20% of
operating revenues.
WATER FUND
The graph below depicts the working capital balance of the city’s water fund. This graph typifies the sig-
nificant fluctuations that result from large infrastructure expenditures. The significant reduction in FY 02
and FY 03 relates to the completion of some large capital improvement projects primarily funded with
cash balances. The most significant of which was the Lyman Creek water supply and the Hyalite Trans-
mission Main project. We are now accumulating dollars for plant design and construction, which is es-
timated to cost approximately $33 million.
WASTEWATER FUND
As seen by the graph of the wastewater fund on the next page, the fund’s working capital balance has
been steadily growing over the past 10 years. The large balance in FY 01 provided needed matching
funds for a $5 million federal grant. The reduction in FY 03 reflects expenditures associated with the
federal grant. The FY08 reduction is for the design costs of the new Wastewater Treatment Facility.
FY09 spending on construction of the plant brings the working capital balance to its lowest level in 10
years. This is to be expected, considering that the treatment plant project represents the most substan
‐$2,000,000
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Water Fund ‐Working Capital
0%
10%
20%
30%
1st 8 Years Actual ‐Last 2 Years Projected
Unreserved General Fund Balance
as a % of Revenues
Approved Budget FY09 56 City of Bozeman, Montana
tial investment in the City’s wastewater facility in decades.
SOLID WASTE FUND
The graph of the solid waste fund working capital shows a relatively low balance in fiscal year 2000 and
2001 due to the installation costs of a liner for the City’s landfill, totaling approximately $2 million. The
steady increases in FY 02 through FY 04 resulted from the large increase in gate fee revenues. This
balance was accumulated to plan for the eventual closure of the Landfill and to provide for an alternative
for solid waste disposal. In FY07, $1.5M was utilized to purchase the Lamme Library Property, after the
City Commission decided to discontinue land-filling operations, and join the County’s regional Solid
Waste District. The FY09 budget anticipates closing and capping the Landfill, and beginning a curbside
recycling program in addition to the current garbage collection services. The new recycling program
required investments in a new recycling truck and bins for customers, which were funded in FY08.
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Fund ‐Working Capital
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Solid Waste Fund ‐Working Capital
Approved Budget FY09 57 City of Bozeman, Montana
Revenue and Expenditure Details For Each Fund
FY07 FY08 FY09
Actual Amended Approved
General Fund
Revenues
Property Taxes 6,953,939 7,034,326 8,459,560
Gallatin County Option 1,081,941 1,100,000 1,100,000
Business/Animal Licenses 250,284 243,500 243,500
Permits 31,665 35,750 29,250
Grants 47,159 - 342,000
County Shared 440,772 454,100 470,355
State Shared 3,702,849 3,994,248 4,113,621
General Government 1,119,708 1,230,255 1,534,543
Public Safety 85,612 140,600 148,012
Public Welfare 650,418 615,185 638,050
Library Fines 49,621 40,000 55,000
Police Court Fines 1,208,055 1,341,500 1,391,500
Weed Mowing Fines - - -
Parking Fines 54,655 80,000 55,000
Animal Control Fines 24,305 20,000 20,000
Snow Removal Fines 207 1,000 1,000
Miscellaneous Fines 255 - -
Interest Income 90,444 70,000 70,000
Admin Reimbursement
Cash Over/Short
Donations 181 2,000 2,000
Miscellaneous Revenue 5,674 110,000 110,000
Refunds & Reimburse-
ments 173,316 8,000 8,000
Rents and Royalties - 5,000 5,000
Sales - 10,000 10,000
Street & Alley Vacation 195 500 500
Transfers 2,817,720 3,053,355 3,480,960
Proceeds-Asset Disposi-
tion 10,305 - -
Compensation for Loss 489,702 - -
Total Revenues 19,288,982 19,589,319 22,287,851
Expenditures
Personnel & Benefits 11,551,077 12,083,149 13,771,359
Operations 4,815,531 6,152,903 6,620,316
Capital 1,022,734 599,589 1,152,544
Debt Service 86,707 82,111 -
Transfers 621,498 663,477 900,615
Total Expenditures 18,097,547 19,581,229 22,444,834
The following table lists the Revenues & Other Financing Sources and the Expenditures and Other Uses
for each of the City’s Funds. For details of Beginning & Ending balances, refer to pages 41 & 42.
Approved Budget FY09 58 City of Bozeman, Montana
Special Revenue Funds FY07 Actual FY08 Approved FY09 Approved
100 - Planning Fund
Revenues
Property Taxes 128,260 137,962 148,356
Grants 5,500 - 5,700
County Shared 520 18,000 18,000
State Shared 55,389 62,800 51,443
General Government 517,195 447,350 240,000
Interest Income 15,523 4,950 -
Refunds & Reimbursements 15,253 5,000 10,000
Transfers 245,000 245,000 398,000
Total Revenues 982,640 921,062 871,499
Expenditures
Personnel & Benefits 613,889 803,176 755,524
Operations 283,673 239,191 81,551
Capital 24,441 83,000 -
Transfers
Total Expenditures 922,003 1,125,367 837,075
103 - Health-Medical Insurance
Revenues
Property Taxes 1,440,698 1,542,415 1,803,267
County Shared 4,732
Total Revenues 1,445,430 1,542,415 1,803,267
Expenditures
Transfers 1,449,000 1,542,415 1,803,267
Total Expenditures 1,449,000 1,542,415 1,803,267
104 - Liability Insurance
Revenues
Property Taxes 278,849 322,314 336,026
County Shared 73,950
State Shared - 75,504 77,014
Total Revenues 352,799 397,818 413,040
Expenditures
Transfers 355,458 397,818 413,040
Total Expenditures 355,458 397,818 413,040
105 - PERS Fund
Revenues
Property Taxes 275,046 317,968 335,285
State Shared 75,277 76,890 78,428
Total Revenues 350,323 394,858 413,713
Expenditures
Transfers 353,046 394,858 413,713
Total Expenditures 353,046 394,858 413,713
106 - Police Pension Fund
Revenues
Property Taxes 255,129 294,790 307,097
State Shared 118,793 121,529 121,529
Total Revenues 373,922 416,319 428,626
Expenditures
Transfers 376,569 416,319 428,626
Total Expenditures 376,569 416,319 428,626
Approved Budget FY09 59 City of Bozeman, Montana
107 - Firemans Pension Fund FY07 Actual FY08 Approved FY09 Approved
Revenues
Property Taxes 167,228 194,113 201,764
State Shared 89,378 91,833 93,670
Total Revenues 256,606 285,946 295,434
Expenditures
Transfers 259,507 285,946 295,434
Total Expenditures 259,507 285,946 295,434
108 - Community Transportation
Revenues
Grants 300,079
Transfers - 30,515 30,515
Total Revenues 300,079 30,515 30,515
Expenditures
Personnel & Benefits - - -
Operations 26,585 30,515 30,515
Capital 351,887 - -
Total Expenditures 378,472 30,515 30,515
109 - Highway Safety Improvement Projects
Revenues
Interest Income 867 - -
Total Revenues 867 - -
Expenditures
Operations - - 19,000
Total Expenditures - - 19,000
110 - Gas Tax
Revenues
State Shared 583,784 583,750 605,809
Interest Income 11,178 5,000 10,000
Total Revenues 594,962 588,750 615,809
Expenditures
Operations 166,355 180,500 186,500
Capital 413,984 430,000 430,000
Total Expenditures 580,339 610,500 616,500
111 - Street Maintenance
Revenues
Penalty & Interest 4,973 - -
Permits 28,876 20,000 20,000
State Shared 789 - -
Public Service 1,662,024 1,828,220 2,067,916
Interest Income 17,466 10,000 15,000
Miscellaneous Revenue
Refunds & Reimbursements 325
Proceeds-Asset Disposition
Total Revenues 1,714,453 1,858,220 2,102,916
Expenditures
Personnel & Benefits 970,064 1,026,307 1,047,181
Operations 638,208 780,779 933,983
Capital 126,211 271,000 136,900
Total Expenditures 1,734,483 2,078,086 2,118,064
Approved Budget FY09 60 City of Bozeman, Montana
112 - Tree Maintenance FY07 Actual FY08 Approved FY09 Approved
Revenues
Penalty & Interest 1,078
State Shared 568
Public Service 343,054 356,129 392,304
Interest Income 11,859 5,000 7,000
Refunds & Reimbursements 610
Sales 10,000 10,000
Proceeds-Asset Disposition
Total Revenues 357,169 371,129 409,304
Expenditures
Personnel & Benefits 207,877 233,627 290,248
Operations 55,551 92,470 120,976
Capital - 27,000 18,300
Total Expenditures 263,428 353,097 429,524
113 - Fire Impact Fee
Revenues
Public Safety 343,448 301,600 182,000
Interest Income 100,142 40,000 40,000
Proceeds of Long Term Debt 1,000,000
Total Revenues 443,590 341,600 1,222,000
Expenditures
Operations 26,561
Capital - 1,813,000 3,392,463
Total Expenditures 26,561 1,813,000 3,392,463
114 - Street Impact Fee
Revenues
Public Service 2,600,196 2,392,000 1,600,000
Interest Income 254,699 80,000 175,000
Admin Reimbursement
Total Revenues 2,854,895 2,472,000 1,775,000
Expenditures
Operations 214,521
Capital 496,393 1,460,000 6,900,000
Total Expenditures 710,914 1,460,000 6,900,000
115 - Building Inspection Fund
Revenues
Permits 1,388,802 1,010,860 1,036,000
State Shared 57,990
General Government 64,271 4,000 4,000
Public Safety 10,000 10,000
Refunds & Reimbursements 16 - -
Interest Income 23,189 25,000 25,000
Total Revenues 1,534,268 1,049,860 1,075,000
Expenditures
Personnel & Benefits 965,029 1,052,042 932,430
Operations 296,752 319,247 262,781
Capital 143,055 86,000 -
Total Expenditures 1,404,836 1,457,289 1,195,211
Approved Budget FY09 61 City of Bozeman, Montana
116 - TIFD Downtown Improvement FY07 Actual FY08 Approved FY09 Approved
Revenues
Property Taxes 487,199 520,000 676,300
State Shared 34,620 34,620 34,620
Interest Income 22,284 2,000 5,000
Total Revenues 544,103 556,620 715,920
Expenditures
Operations 94,513 520,000 299,398
Transfers 15,400 416,222
Total Expenditures 109,913 520,000 715,620
119 - Economic Development Loan
Revenues
Interest Income 1,051 1,000 1,000
Loan Principal 52,250 175,000 175,000
Loan Interest 40,000 40,000
Penalty
Refunds & Reimbursement
Total Revenues 53,301 216,000 216,000
Expenditures
Operations 375,714 111,000 111,000
Total Expenditures 375,714 111,000 111,000
120 - Community Housing Fund
Revenues
Transfer In (from Gfund) 126,500 137,962 105,600
Interest Income 6,286 1,000 5,000
Loan Principal 5,000 5,000 5,000
Total Revenues 137,786 143,962 115,600
Expenditures
Personnel
Operations 66,626 143,962 190,162
Total Expenditures 66,626 143,962 190,162
121 - Housing Revolving Loan
Revenues
Interest Income 3,983 2,500 2,500
Loan Principal 4,208 8,000 8,000
Loan Interest 985 - -
Total Revenues 9,176 10,500 10,500
Expenditures
Operations 14,400 14,400 14,400
Total Expenditures 14,400 14,400 14,400
125 - Drug Forfeiture Fund
Revenues
Grants 110,642 98,000 98,000
Police Court Fines 64,962 56,000 56,000
Miscellaneous Revenue 36,473 10,000 10,000
Total Revenues 212,077 164,000 164,000
Expenditures
Personnel & Benefits 193,221 154,956 159,447
Operations 5,338 9,515 9,515
Total Expenditures 198,559 164,471 168,962
Approved Budget FY09 62 City of Bozeman, Montana
FY07 Actual FY08 Approved FY09 Approved
126 - Neighborhood Parking District
Revenues
Permits 17,440 16,000
Residential Fines 50,259 57,000
Interest Income 4,325 1,500
Total Revenues 72,024 74,500 -
Expenditures
Personnel & Benefits 38,565 42,347
Operations 9,795 26,705
Total Expenditures 48,360 69,052 -
127 - Downtown Parking Fund
Revenues
Permits 41,327 35,000
District Fines 82,589 140,000
Interest Income 761 5,000
Pay In Lieu -
Total Revenues 124,677 180,000 -
Expenditures
Personnel & Benefits 89,277 143,426
Operations 62,280 55,890
Capital - 70,000
Total Expenditures 151,557 269,316 -
128 - Fish Wildlife & Park Mgmt
Revenues
Grants 79,725
Other Revenue 5,000 5,000 -
Total Revenues 84,725 5,000 -
Expenditures
Operations 4,913 17,000 15,000
Capital 75,507
Total Expenditures 80,420 17,000 15,000
129 - Special Projects Fund
Revenues
Transfers In/Other - 1,680,000 -
Interest Income 11,908 - -
Total Revenues 11,908 1,680,000 -
Expenditures
Operations 32,463 2,000,000 -
Capital 429,311
Total Expenditures 461,774 2,000,000 -
130 - Americans with Disability
Revenues
Interest Income 1,458 - -
Total Revenues 1,458 - -
Expenditures
Operations - 32,000 32,000
Capital -
Total Expenditures - 32,000 32,000
Approved Budget FY09 63 City of Bozeman, Montana
131 - Beautification of Bozeman FY07 Actual FY08 Approved FY09 Approved
Revenues
Donations 4,050 - -
Interest Income 194 - -
Total Revenues 4,244 - -
Expenditures
Operations 1,211 - -
Total Expenditures 1,211 - -
133 - Recreation Special Revenue
Revenues
Interest Income 1,279 500 500
Donations 1,420 500 500
Total Revenues 2,699 1,000 1,000
Expenditures
Operations 4,767 1,500 30,000
Total Expenditures 4,767 1,500 30,000
135 - Cemetery Special Revenue
Revenues
Interest Income 90 - -
Donations 200 - -
Total Revenues 290 - -
Expenditures
Operations - - -
Total Expenditures - - -
136 - Park Special Revenue
Revenues
Interest Income 563 - 500
Donations 11,027 5,000 5,000
Total Revenues 11,590 5,000 5,500
Expenditures
Operations 2,461 3,000 12,000
Capital 2,000 - -
Total Expenditures 4,461 3,000 12,000
137 - Library Special Revenue
Revenues
Grants 1,438 - -
Interest Income - 200 200
Donations 7,881 5,000 5,000
Refunds & Reimbursements - - -
Total Revenues 9,319 5,200 5,200
Expenditures
Operations - 1,500 7,900
Transfers 9,319 - -
Total Expenditures 9,319 1,500 7,900
138 - Law & Justice Center
Expenditures
Operations 19,125 20,000 20,000
Total Expenditures 19,125 20,000 20,000
Approved Budget FY09 64 City of Bozeman, Montana
139 - Police Special Revenue FY07 Actual FY08 Approved FY09 Approved
Revenues
State Revenue 17,198
Public Safety 4,006 5,000 5,000
Interest Income 6,237 2,500 4,000
Donations 27,557 4,000 4,000
Miscellaneous Revenue - -
Transfers 100,000 100,000 100,000
Federal Grants
Total Revenues 154,998 111,500 113,000
Expenditures
Personnel & Benefits 70,047 79,992 79,405
Operating 5,985 18,735 71,560
Transfers - - -
Total Expenditures 76,032 98,727 150,965
140 - Police Domestic Violence
Revenues
Grants 173,968 30,113 157,500
Refunds & Reimbursements
Transfers
Total Revenues 173,968 30,113 157,500
Expenditures
Operating 173,968 187,255 157,500
Total Expenditures 173,968 187,255 157,500
143 - TIF N 7th Corridor
Revenues
Property Taxes - - 56,500
Refunds & Reimbursements
Transfers
Total Revenues - - 56,500
Expenditures
Operating - - 87,528
Total Expenditures - - 87,528
144 - TIF NE Urban Renewal District
Revenues
Property Taxes - - 43,200
Refunds & Reimbursements
Transfers
Total Revenues - - 43,200
Expenditures
Operating - - 70,461
Total Expenditures - - 70,461
145 - TIF Mandeville Farm Industrial
Revenues
Property Taxes - - -
Refunds & Reimbursements
Transfers
Total Revenues - - -
Expenditures
Operating 38,876 150,000 -
Total Expenditures 38,876 150,000 -
Approved Budget FY09 65 City of Bozeman, Montana
146 - Lighting Districts FY07 Actual FY08 Approved FY09 Approved
Revenues
Special Assessments 328,069 170,000 170,000
Interest Income 2,015 - -
Total Revenues 330,084 170,000 170,000
Expenditures
Operating 292,489 150,000 150,000
Total Expenditures 292,489 150,000 150,000
174 - Victim/Witness Advocate
Revenues
Police Court Fines 86,167 55,000 60,000
Interest Income 9,502 3,000 6,000
Total Revenues 95,669 58,000 66,000
Expenditures
Operating 25,831 52,000 52,000
Total Expenditures 25,831 52,000 52,000
175 - Senior Transportation
Revenues
Property Taxes 62,926 68,981 74,178
State Shared 207
Interest Income 1,289
Total Revenues 64,422 68,981 74,178
Expenditures
Operating 64,700 68,981 74,178
Total Expenditures 64,700 68,981 74,178
176 - BID Downtown Improv Dist
Revenues
Assessments 104,235 104,000 114,000
Total Revenues 104,235 104,000 114,000
Expenditures
Operating 104,157 104,000 114,000
Total Expenditures 104,157 104,000 114,000
177 - Neighborhood Associations
Revenues
Donations 594
Interest Income 23 2,000 -
Total Revenues 617 2,000 -
Expenditures
Operating - - -
Total Expenditures - - -
179 - Disaster Relief
Revenues
Property Taxes 3
Interest Income 3,388 2,000 2,000
Total Revenues 3,391 2,000 2,000
Expenditures
Operating - - -
Total Expenditures - - -
Approved Budget FY09 66 City of Bozeman, Montana
180 - Senior High Parking District FY07 Actual FY08 Approved FY09 Approved
Revenues
Permits 3,695 3,250 -
Residential Fines 5,543 4,500 -
Interest Income 815 350 -
Total Revenues 10,053 8,100 -
Expenditures
Personnel & Benefits 4,894 11,198 -
Operating 1,531 1,775 -
Total Expenditures 6,425 12,973 -
183 - Fire Dept Special Revenue
Revenues
Grants 84,060 - -
Donations 7,100 - -
Total Revenues 91,160 - -
Expenditures
Operating 94,740 - -
Capital - - -
Total Expenditures 94,740 - -
184 - Parks Master Plan/Improvement Grants
Revenues
Transfers 150,339 150,000 150,000
Total Revenues 150,339 150,000 150,000
Expenditures
Capital 68,729 150,000 150,000
Total Expenditures 68,729 150,000 150,000
185 - Insurance Proceeds
Revenues
Transfers In - - -
Interest Income 7,576 6,000 6,000
Total Revenues 7,576 6,000 6,000
Expenditures
Capital 4,932 232,000 232,000
Total Expenditures 4,932 232,000 232,000
186 - Development Impacts
Revenues
Transfers In - - -
Interest Income 31,913 20,000 20,000
Donations 100,000 200,000 100,000
Total Revenues 131,913 220,000 120,000
Expenditures
Operating 24,742 922,000 487,000
Total Expenditures 24,742 922,000 487,000
187 - Fire Dept Equipment
Revenues
Property Taxes 7,941 5,000 296,712
State Shared - -
Interest Income 11,844 7,000 10,000
Total Revenues 19,785 12,000 306,712
Expenditures
Operating -
Capital - - 450,000
Total Expenditures - - 450,000
Approved Budget FY09 67 City of Bozeman, Montana
188 - City/County Joint Drug Forfeiture FY07 Actual FY08 Approved FY09 Approved
Revenues
Fines 120,263 75,000 50,000
Interest Income 11,335 5,000 5,000
Total Revenues 131,598 80,000 55,000
Expenditures
Operating 40,974
Capital 14,500 230,000 300,000
Total Expenditures 55,474 230,000 300,000
850 - Cash in Lieu of Parkland
Revenues
Cash in Lieu of Parkland 302,653 - -
Interest Income 15,316 - -
Total Revenues 317,969 - -
Expenditures
Transfers - - -
Total Expenditures - - -
Debt Service Funds
300 - SID Revolving Fund
Revenues
Personal Property
Miscellaneous
General Government
Interest Income 24,800 30,000 20,000
Transfers - - -
Total Revenues 24,800 30,000 20,000
Expenditures
Capital - - -
Debt Service - - -
Total Expenditures - - -
301 - Bond S & I Library
Revenues
Property Taxes 312,340 313,000 316,886
County Shared 1,024
Miscellaneous
Interest Income 7,882
Total Revenues 321,246 313,000 316,886
Expenditures
Debt Service 313,135 312,766 316,886
Total Expenditures 313,135 312,766 316,886
302 - Bond S & I 1995 Trans Proj
Revenues
Property Taxes 402,515 460,440 467,316
Personal Property
Miscellaneous
County Shared 1,321
State Shared
Interest Income
Proceeds-Long -Term Debt
Total Revenues 403,836 460,440 467,316
Expenditures
Operating 14,926
Debt Service 405,795 408,440 415,316
Total Expenditures 420,721 408,440 415,316
Approved Budget FY09 68 City of Bozeman, Montana
305 - 2007 Downtown TIF Bonds FY07 Actual FY08 Approved FY09 Approved
Revenues
Property Taxes - - -
Transfers In - - 416,222
Total Revenues - - 416,222
Expenditures
Operating -
Debt Service - - 416,222
Total Expenditures - - 416,222
310-444 - SID Funds
Revenues
Special Assessments 1,428,086 1,500,000 1,500,000
Interest Income 67,025
Miscellaneous Revenue 1,604
Transfers
Total Revenues 1,496,715 1,500,000 1,500,000
Expenditures
Transfers
Debt Service 665,873 1,900,000 1,500,000
Total Expenditures 665,873 1,900,000 1,500,000
Construction Funds
504-558 - Construction Funds
Revenues
Grants 4,235,680 2,778,880
Interest Income 272,471 130,000 130,000
Other Revenues 1,231,262 545,000 -
Other Financing Sources 9,319 7,995,820 116,500
Total Revenues 1,513,052 12,906,500 3,025,380
Expenditures
Operating 220,866 71,500
Capital 8,705,134 10,500,000 835,319
Total Expenditures 8,926,000 10,571,500 835,319
Enterprise Funds
600 - Water
Revenues
Grants 281,181 100,000 -
State Shared - -
Utility Charges 5,737,687 5,690,818 6,315,099
Interest Income 425,138 100,000 200,000
Miscellaneous Revenue 38,288 307,000 -
Refunds & Reimbursements 150,079 1,000 1,000
Rents and Royalties 40,000 40,000
Cash in Lieu of Water Rights 386,846 - -
Contriubted Capital/Other 12,424,727 - -
Proceeds-Principal Payments Rec'd -
Total Revenues 19,443,946 6,238,818 6,556,099
Expenditures
Personnel & Benefits 1,467,602 1,473,191 1,775,354
Operating 8,905,109 2,064,204 2,122,392
Capital 800,513 1,317,000 2,473,000
Debt Service 497,668 92,957 92,958
Transfers -
Total Expenditures 11,670,892 4,947,352 6,463,704
Approved Budget FY09 69 City of Bozeman, Montana
610 - Water Impact Fee FY07 Actual FY08 Approved FY09 Approved
Revenues
Utilities & Enterprise 1,592,670 1,842,500 1,160,000
Interest Income 260,718 125,000 125,000
Admin Reimbursement -
Total Revenues 1,853,388 1,967,500 1,285,000
Expenditures
Operating 94,385 - -
Capital - 833,000 650,000
Transfers - - -
Total Expenditures 94,385 833,000 650,000
620 - Waste Water
Revenues
Grants 750,000
State Shared 1,090 -
Utility Charges 4,262,052 4,453,764 5,086,500
Interest Income 284,437 100,000 100,000
Contriubted Capital/Other 13,773,121 81,000 -
Refunds & Reimbursements 30,050 35,000 35,000
Rents and Royalties 18,345
Proceeds of Long Term Debt 3,926,000
Total Revenues 18,369,095 4,669,764 9,897,500
Expenditures
Personnel & Benefits 1,281,506 1,468,914 1,610,756
Operating 5,177,824 1,673,572 2,335,780
Capital 333,307 1,260,000 7,102,500
Debt Service - -
Transfers - -
Total Expenditures 6,792,637 4,402,486 11,049,036
621 - EPA Grant
Revenues
Grants - - -
Transfers - - -
Total Revenues - - -
Expenditures
Operating 811,293 - -
Capital - - -
Total Expenditures 811,293 - -
630 - Waste Water Impact Fee
Revenues
Utility Charges 1,959,935 2,100,000 1,052,000
Interest Income 497,670 250,000 250,000
Admin Reimbursement
Total Revenues 2,457,605 2,350,000 1,302,000
Expenditures
Operating 105,722 - -
Capital - 743,400 5,173,400
Transfers 343,770 - -
Total Expenditures 449,492 743,400 5,173,400
Approved Budget FY09 70 City of Bozeman, Montana
640 - Solid Waste FY07 Actual FY08 Approved FY09 Approved
Revenues
Recycling Revenue 94,033 446,677 135,000
Collection Route Assessments 1,524,495 1,665,309 2,025,257
Tipping Fees 181,008 - -
Interest Income 142,927 50,000 100,000
Commercial Roll-Off Container Reve-
nue 255,801 273,444 312,316
Miscellaneous Revenue 9,285 - -
Rents and Royalties 20,115
Proceeds-Asset Disposition 221,537 10,000 10,000
Total Revenues 2,429,086 2,445,430 2,602,688
Expenditures
Personnel & Benefits 1,055,392 801,197 1,129,924
Operating 2,227,747 1,659,689 2,364,023
Capital 296,863 698,000 520,000
Debt Service -
Transfers -
Total Expenditures 3,580,002 3,158,886 4,013,947
650 - Parking
**established for
FY2009
Revenues
Licenses and Permits - - 231,564
Fines and Forfeitures - - 205,000
Interest Income - - 2,500
Total Revenues - - 439,064
Expenditures
Personnel & Benefits - - 329,518
Operating - - 210,939
Capital - - -
Total Expenditures - - 540,457
Internal Service Funds
710 - Vehicle Maintenance
Revenues
State Shared 140 - -
General Government 526,852 604,330 649,625
Interest Income 3,636 - -
Proceeds-Asset Disposition
Total Revenues 530,628 604,330 649,625
Expenditures
Personnel & Benefits 164,666 241,245 237,422
Operating 363,735 329,754 409,503
Capital 7,454 22,000 2,700
Total Expenditures 535,855 592,999 649,625
720 - Health-Medical Insurance
Revenues
Premium Revenue 2,678,555 2,622,000 2,801,197
Interest Income 20,677 - -
Refunds & Reimbursements - - -
Total Revenues 2,699,232 2,622,000 2,801,197
Expenditures
Operating 2,506,294 2,606,500 2,790,197
Total Expenditures 2,506,294 2,606,500 2,790,197
Approved Budget FY09 71 City of Bozeman, Montana
Permanent Funds FY07 Actual FY08 Approved FY09 Approved
800 - Cemetery Perpetual Care
Revenues
Public Welfare 4,753 4,000 4,000
Interest Income 24,140 16,000 16,000
Total Revenues 28,893 20,000 20,000
Expenditures
Transfers 24,140 16,000 16,000
Total Expenditures 24,140 16,000 16,000
865-881 - Public Welfare Grants
Revenues
Intergovernmental 8,850 - -
Total Revenues 8,850 - -
Expenditures
Operating 8,853 - -
Total Expenditures 8,853 - -
Approved Budget FY09 72 City of Bozeman, Montana
CITY COMMISSION
PAGE 74
CITY MANAGER
78
MUNICIPAL COURT
84
CITY ATTORNEY
89
FINANCE
95
PLANNING
101
FACILITIES MANAGEMENT
107
GENERAL GOVERNMENT INDEX
INFORMATION TECHNOLOGY
110
Approved Budget FY09 73 City of Bozeman, Montana
Approved Budget FY09 74 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
PROGRAM DESCRIPTION
The City Commission is the legislative body of city government. It is comprised of a mayor and
four commissioners. Members of the City Commission are elected at large for four year over-
lapping terms.
Responsibilities of the Commission include: establishment of policies governing the operation
of the City, enactment of ordinances and resolutions, adoption of the annual operating budget,
levying of taxes, and appointment of members to citizen advisory boards and commissions.
The Commission employs a City Manager and is responsible for the oversight and evaluation
of the Manager’s performance as the chief administrative officer of the City.
Beginning in Fiscal Year 2006, the budget oversight and supervision of the Clerk of the Com-
mission function was moved from the City Commission department to that of the City Manager.
MAJOR OBJECTIVES
• To work closely with the administration and other government officials to lobby for
state legislation beneficial to cities.
• To develop broadly-based city-wide support for economic development and to fos-
ter coordination of public and private resources as a means of enhancing economic
prosperity and environmental quality.
• To improve public facilities and the quality of services delivered to the public in or-
der to meet the needs of the citizenry.
• To cooperate with other governmental entities in order to provide services efficiently
and effectively and in a manner resulting in the most equitable distribution of the tax
burden.
• To ensure that all decisions are protective of the health, safety and general welfare
of the citizens of this community.
Approved Budget FY09 75 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
FY09 & FY10 ANTICIPATED ACCOMPLISHMENTS
The Commission’s adopted work plan encompasses an 18-24 month period.
New Initiatives
1. Build a new police and municipal court facility: Select and purchase a site; Select architect and com-
plete design; Educate the community on the need for bond approval; Award bids for the construction.
2. 2009 legislative session - expand the ability for local elected officials and citizens to make decisions re-
garding:
• Tax reform - lead the discussion on meaningful tax reforms resulting in lower property taxes
(local option tourist tax; or general sales tax; or local option accommodations tax)
• Increasing the ½ inflation adjustment to be equal to inflation
3. Amend Gaming Ordinance
4. Adopt, implement and coordinate with the USFS, a Forestry Management Plan for the City’s land con-
sistent with the Gallatin NFS Watershed Management Plan protecting the health of our watershed.
5. Develop a long term plan for the Streamline bus system
Ongoing Priorities
1. Reconstruct College Street from 11th west to Main Street.
2. Reconstruct Kagy Boulevard from Wilson west to 19th.
3. Complete the first phase of the Story Mansion’s interior restoration.
4. Adopt updated 20/20 Plan.
5. Break ground on Phase I of the Water Reclamation Plant (Wastewater Treatment Plant) expansion
($43 – $54 million)
6. Complete City Hall relocation on time and within budget and finalize sale of the current site.
7. Adopt updated Transportation Plan in summer 2009.
8. Complete testing and select the engineering team to design the new Water Treatment Plant.
9. Select design team for Mystic Dam.
10. Watershed management – improve safety and access to Hyalite Canyon to include guard rails and
public restrooms.
11. Coordinate planning and infrastructure needs with City, County, School District and MSU.
12. Improve our town-gown relationship by encouraging interaction between appropriate city and univer-
sity personnel to prevent neighborhood conflicts between students and homeowners.
13. Adopt a Climate Action Plan consistent with the principles outlined in the Mayor’s Climate Protection
Agreement. Implement the recommendations reaching 20% of the carbon reduction goal by December
2009.
14. Improve Bozeman as a bike friendly environment, stripe all possible bike lanes and increase street
sweeping.
15. Explore sources of funding for Park Maintenance and operation.
Approved Budget FY09 76 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents 2.10 2.10 2.10 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 46,827 $ 47,640 $ 63,360 $ 15,720 33%
1200 - 1299 Benefits 36,291 37,940 32,648 (5,292) -14%
2000 - 7599 Operating 112,185 78,400 66,500 (11,900) -15%
8000 - 8999 Capital 18,313 -
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 213,616 $ 163,980 $ - $ 162,508 $ (1,472) -1%
EXPENDITURES BY DIVISION
Division
1110 City Commission $ 210,469 $ 163,980 $ - $ 162,508 $ (1,472) -1%
1130 Special Bodies/Study Commission 3,147 $ -
Total All Divisions $ 213,616 $ 163,980 $ - $ 162,508 $ (1,472) -1%
EXPENDITURES BY FUND
Fund
010 General Fund $ 213,616 $ 163,980 $ - $ 162,508 $ (1,472) -1%
Total All Funds $ 213,616 $ 163,980 $ - $ 162,508 $ (1,472) -1%
Approved Budget FY09 77 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Budgeted
FY 09
Budgeted
Ordinances Passed 20 18 25 25
Resolutions Passed 85 103 100 100
Commission Meetings 53 76 76 76
Public Hearings 140 156 156 156
Hours of Meetings 190 230 200 200
Pages of Minutes 800 850 400 400
Approved Budget FY09 78 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
PROGRAM DESCRIPTION
The purpose of the staff of the City Manager’s Office is to provide overall leadership, direction,
coordination, and support of the activities for the City’s workforce. The City Manager’s Office
also ensures that quality, effective, and efficient services are provided within the law, the poli-
cies of the Bozeman City Commission, and the resources of the City. The City Manager pro-
vides information to the City Commission that supports their ability to make informed policy de-
cisions.
Divisions within the City Manager’s office include: Administration, City Clerk, Personnel, and
Neighborhoods.
The purpose of the Office of Personnel is to support City functions by ensuring the capability
and stability of the workforce. The Director supports administrators and workforce members
with current lawful information that provides sound recruitment practices and protects the em-
ployment rights of the City and the workforce member.
The duties of the City Clerk include: attending all Commission meetings, preparing minutes,
keeping official records of the City, publishing notices as needed and as required by law, act-
ing as a staff person for the Commission, and preparing the Commission agenda in conjunc-
tion with the City Manager.
Neighborhood Program: The Neighborhood Program is lead by the Assistant to the City Man-
ager and facilitates the resolution of neighborhood concerns and issues including coordinating
neighborhood issues with City departments, other neighborhoods, and City programs. The
program assists in the planning, implementation and coordination of individual neighborhood
programs, as well as encourages and assists neighborhood groups seeking formal recognition
by the City. Additionally, the Assistant to the City Manager provides notice to INC delegates
regarding all applications received by the Department of Planning and Community Develop-
ment among other responsibilities outlined in BMC 2.82.130 Section A., 1 – 9.
Approved Budget FY09 79 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
MAJOR OBJECTIVES
In support of the seven “Goals” of the City (see page 17), the staff of the City Manager’s office
will:
Communicate Bozeman City Government activities to the public by:
• Increasing the amount of current information available on the city’s website;
• Maintaining an effective Neighborhood Program.
Maintain a current knowledge of regulations pertaining to employment and their effect on that
resource by:
• The director of Human Resources, the City Attorney and the City Manager attending
relevant professional conferences;
• Subscribing to and reading relevant professional journals;
• Conducting in-house training for supervisors;
• Conducting in-house training for staff covering “work place violence,” “sexual harass-
ment in the work place” and other relevant topics.
Provide opportunities to organization members for continual professional improvement by:
• Attending relevant professional conferences;
• Bringing the best presenters and educators to Bozeman for the benefit of the full
organization;
• Encouraging continuing education at Montana State University and the College of
Technology;
• Acknowledge our limited resources and constantly develop, implement, and review
plans to address needs through efficiency in assignments, cross training and other
means.
Provide opportunities and training for senior level staff to ensure seamless governmental
operations in the absence of any department head by:
• Anticipating future service demands and resource deficiencies and be proactive in
addressing them.
• Provide technical and coordination assistance in all spatially oriented projects within
the City.
The outcomes of our investment will be:
• A well-led, coordinated, and trained workforce;
• Secure, consistent governmental operations;
• Lawful, equitable, and effective allocation of City resources;
• An informed and involved City Commission;
• An informed and involved community;
• Open, transparent government.
Approved Budget FY09 80 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 9.50 10.50 10.50 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 500,501 $ 533,878 $ - $ 560,407 $ 26,529 5%
1200 - 1299 Benefits 138,783 145,772 157,876 12,104 8%
2000 - 7599 Operating 129,059 195,378 134,272 (61,106) -31%
8000 - 8999 Capital - 17,700 1,000 (16,700) -94%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 768,343 $ 892,728 $ - $ 853,555 $ (39,173) -4%
EXPENDITURES BY DIVISION
Division
1210 City Administration $ 388,702 $ 457,179 $ - $ 431,921 $ (25,258) -6%
1220 City Clerk 121,874 183,461 130,795 $ (52,666) -29%
1230 Human Resources 200,989 180,670 201,588 $ 20,918 12%
1260 Neighborhood Program 56,778 71,418 89,251 $ 17,833 25%
Total All Divisions $ 768,343 $ 892,728 $ - $ 853,555 $ (39,173) -4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 768,343 $ 892,728 $ - $ 853,555 $ (39,173) -4%
Total All Funds $ 768,343 $ 892,728 $ - $ 853,555 $ (39,173) -4%
Approved Budget FY09 81 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
FY2008 BUDGET HIGHLIGHTS
FY2009 ANTICIPATED ACCOMPLISHMENTS
• Assist the Commission in determining the best use of the City’s capital assets (land
and buildings),
• Pursue funding options for large ticket capital projects within the community (e.g.,
Wastewater Treatment Plan),
• Implement Charter Provisions
• Relocation of City Hall to old Library
• Dedicate to improving Mid Management and Management Training across the
organization.
Streaming Audio/Video
National Citizen Survey
10,400
9,750
Approved Budget FY09 82 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 05
Actual
FY 06
Actual
FY 07
Actual
FY08
Budgeted
FY09
Budgeted
The City Commission will be supported in
their decision process by always receiving
unbiased, accurate research and data from
the staff a minimum of four days prior to the
introduction of an item as an agenda item
80% 85% 95% 95% 98% 98%
The City Commission will be supported in
their policy direction decisions by receiving,
with regular frequency, current operations status reports, state and federal legislative
activity reports, tabulations of citizen surveys
done by City departments, regular financial
reports, and staff research reports.
100% 88% 98% 98% 98% 98%
Citizens will be assured an open and accessi-
ble local government through established,
maintained, published, and staffed open of-
fice hours equal to 1992 hours annually, ad-
vertised public meetings, advertised Commis-
sion agendas, open and accessible meetings, accessible public records, and information
available via the internet.
100% 100% 100% 100% 100% 100%
An open local government will be supported
by a visible City Manager who meets regu-
larly with the County Commissioners, leader-
ship of MSU, the Chamber of Commerce,
economic development organizations, the
Bozeman School District, and civic groups.
100% 95% 100% 100% 100% 100%
Public resources will be allocated effectively
and lawfully. Qualified independent auditors
will perform annual audits, the budgeting
process will be a public process, and the
budget will emphasize outcomes.
100%
100% 95% 100% 100% 100%
Employee matters will be handled in an
equitable and lawful manner that minimizes
the risk of loss to the City and its employees.
100% 100% 100% 100% 100% 100%
The recruitment process will protect the work
force and City rights, and results in matching
appropriate hires with appropriate jobs. Turn-
over will be kept low resulting in a stable
workforce. Continual skill improvement train-
ing will result in a competent, effective and
efficient workforce. Physical, mental, and financial fitness programs will result in a
healthy workforce.
100% 100% 90% 100% 100% 100%
Opportunities to participate in world class
leadership skills training seminars quarterly
by senior staff will result in a well-led and
coordinated workforce.
100% 100% 90% 100% 100% 100%
Approved Budget FY09 83 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICA-
TOR
FY 05
Actual
FY 06
Actual
FY 07
Projected
FY08
Budgeted
FY09
Budgeted
Bargaining Units
1 1 3 2 2
Commission Meetings
60 52 52 52 76
Public Hearings
135 135 140 156 156
Hours of Commission
Meetings
220 220 250 208 270
Telephone & Email
(added FY05) Contacts
3,900 9,000 9,000 9,000 45,000
Meetings with County
Commissioners
0 2 4 24 24
Meetings with Civic
Groups and Citizens
150 150 150 150 150
Meetings with MSU
24 12 8 10 10
Meetings with the
Chamber
24 12 8 8 8
Meetings with other MT
City Managers
6 6 3 3 3
Meetings with the Leg-
islature
0 12 0 12 20
Meetings with State
Agencies
4 4 4 4 12
Approved Budget FY09 84 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
PROGRAM DESCRIPTION
The court budget unit accounts for costs associated with the judicial branch of city government, which
includes a judge, chief clerk, line clerks, and related operating costs.
Section 3-6-101, et, seq., MCA, establish a municipal court for each municipality. Section 3-6-103 sets
forth the jurisdiction of the municipal court which includes: jurisdiction coordinate and coextensive with
the justice' courts; original jurisdiction of all civil and criminal actions and proceedings provided for in 3-
11-103; concurrent jurisdiction with the district courts in actions arising under Title 70, chapters 24
through 27; applications for search warrants and complaints charging commission of a felony; tax collec-
tion under $5,000; money due the city or to any person from the city under $5,000; actions under
$5,000 for the breach of official bonds and breach of contracts; recovery of city property under $5,000;
collection of license fees; specified civil cases.
The municipal judge is elected every 4 years in a nonpartisan election held in conjunction with the city's
regularly scheduled general election. The municipal court hears cases involving city ordinances and
misdemeanor cases defined by state criminal codes and may conduct preliminary hearings in felony
cases.
MAJOR OBJECTIVES
• To maintain an efficient collection system concentrating on collections reported to Municipal Services Bureau
and collection of restitution.
• To maintain a current and efficient criminal docket.
• To continue effective communications with the city attorney, city prosecutor, law enforcement agencies, and
Public Defender’s Office.
• Additional training for staff.
• Maintain updates of computer program, jury program.
• Maintain West Law for court use.
• Periodically update new bond book with new offenses and fine increases.
• Reduce accounts receivable – write off all bad debt; ask District Court to order payment of Municipal Court fines
to be part of any probation/parole requirement for convicted felons.
• Increase security measures for courtroom and staff.
• Set framework for second Municipal Court Judge.
• Co-operate with Commissioners toward establishing adequate space for increased court operations.
• Work with MT State Department of Revenue to collect tax refunds for people owing court fines, fees, and resti-
tution.
Approved Budget FY09 85 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 6.00 7.00 7.00 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 199,610 $ 257,597 $ 254,610 $ (2,987) -1%
1200 - 1299 Benefits 76,027 84,233 104,179 19,946 24%
2000 - 7599 Operating 132,454 110,689 318,986 208,297 188%
8000 - 8999 Capital - 450 8,450 8,000 1778%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 408,091 $ 452,969 $ - $ 686,225 $ 233,256 51%
EXPENDITURES BY DIVISION
Division
1310 Municipal Court $ 408,091 $ 452,969 $ - $ 686,225 $ 233,256 51%
Total All Divisions $ 408,091 $ 452,969 $ - $ 686,225 $ 233,256 51%
EXPENDITURES BY FUND
Fund
010 General Fund $ 408,091 $ 452,969 $ - $ 686,225 $ 233,256 51%
Total All Funds $ 408,091 $ 452,969 $ - $ 686,225 $ 233,256 51%
Approved Budget FY09 86 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
FY09 BUDGET HIGHLIGHTS
• $200,000 has been allocated to find a new location for the existing City Court and
Clerk’s Office, and to open a 2nd City Court on a part-time basis to handle the large
number of court cases.
• The addition of a City Prosecutor to the City Attorney’s Staff in the Summer of 2008
will impact work flows for the court.
FY09 ANTICIPATED ACCOMPLISHMENTS
• To implement a mode of an efficient collection system concentrating on collections and
monitoring restitution.
• To maintain parking complaints.
• To maintain a current and efficient criminal docket; expedite jury trials and trial resolutions.
• To improve and continue effective communications with the City Attorney, City Prosecutor,
Public Defenders Office, and Law Enforcement Agencies.
• Additional training to all staff.
• Maintain West Law for Court use.
• Maintain updates of computer program.
• Periodically update new bond book with new offenses and fine increases.
• Continue to reduce accounts receivable.
• Maintain improved access to archive records.
• Address increased volume of citations, motions and motions hearings.
Approved Budget FY09 87 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Budgeted
In an effort to maintain current and efficient
criminal and civil dockets, the average age of
cases will be as follows:
Initial Appearance
Judge
Jury
** per police dept request, scheduling judge
trials around officers’ days off to reduce OT
< 1 Mo.
10-15 wks
<6 Mos.
<1
<4**
<6 mo.
<1
<3
<5 mo.
<1
<3
<5 mo.
<1
10-15 wks
<5 mo.
% of cases resolved on first appearance
80%
94%
94%
80%
80%
Bozeman Municipal Court’s effectiveness equals
or exceeds the standards in all cases and re-
mains in compliance with Montana law relating to referrals of disposition of cases to the Depart-
ment of Motor Vehicles within 15 days.
15 days
100%
100%
Reporting
done by
automation now –
STILL on
MT State
standards
(15 days)
100%
Amount of time spent to initialize time pay agree-
ment 10 min per
case 1 min per
case 1 min per
case 1 min per
case 1 min per
case
% of daily time devoted to time pay (phone,
counter, summons, warrant) 10% per
Clerk 75% 75% 25%/clerk 35%/clerk
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Budgeted
Number of:
Judge trials
Jury trials
Open court
Misc. hearings
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
Ticket entry per hour
20
20-30
20-30
20-30
15-25
Processing of open court paperwork (amount of
time needed to complete the processing of all
paperwork created during that day’s open court
session and is based on a standard of ½ day per
clerk to complete one average day’s paperwork
from open court proceedings) & Judge Trials
½ day
½ day
½ day
½ day
½ day
Parking Summons Entry 1900 1800 5000 5000 5000
Municipal Court Trials – amount of Clerk Time in
Court Room w/Judge trials during trial 10% 10% 10% 10% 10%
% of time in court with Jury trials 70% 70% 70% 70% 70%
Approved Budget FY09 88 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
YTD 08
Actual
FY 09
Budgeted
Court Citations
11,016 11,328 6,082 12,500
Parking Summons
1,231 2,542 1,165 0 - switching
to Municipal
Infractions
Judge Trial Requests
548 338
Jury Trial Requests
751 427
Open Court Proceedings – hourly
9-10 hrs
weekly 9-10 hrs wkly 10-11 hrs
wkly 10-11 hrs
wkly
Judge Trials Held
306 184
Jury Trials Held
12 10
Temporary orders of protection 39 43 22 48
Summons Issued
3,702 7,788 4,390 5,500
Warrants Issued
400 720 808 1,000
Appeals
7 4 3 5
Open Court appearances (daily average) 26.43 28.16 27.03 30.00
Approved Budget FY09 89 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
PROGRAM DESCRIPTION
The city attorney is the legal advisor and attorney for the city. The City Attorney’s Office is responsible
for protecting the legal interests of the city. The City Attorney and staff represent the city before all
courts, administrative agencies, and all legal proceedings involving the city; prosecutes misdemeanors
and traffic offenses committed within city limits; provides legal advice to the City Commission, City Man-
ager, and all departmental staff; and prepares or reviews contracts, deeds, resolutions, ordinances, and
other municipal documents.
Vision:
Team based integrated legal support to the Organization.
Mission:
To promote and enhance Bozeman’s quality of life through excellence in professional, ethical and credi-
ble legal representation, advice and counsel.
Goals:
Promote an understanding of what we do and understand what everyone else does.
Develop resources, materials and personnel within each team.
Train for consistent leadership for continuous operations.
Promote areas of specialization.
Integrate into the City’s departments.
Have sufficient resources for each staff member to do their job so they can enjoy Bozeman’s quality of
life.
Optimize efficiency.
Maximize coordination.
Provide quality legal services.
Values Expectations
Honesty Do what is right/good/just for community
Integrity Provide service to community and citizens
Zealousness (perseverance) Strive for a just result
Diligence Demonstrate a strong work ethic
Effective Communication Provide quality service
Proficiency
Loyalty to City goals and organization Teamwork
Teamwork Be fair to everyone
Communicate effectively
Be tolerant
Coordinate with other departments and strive for mutual
Understanding
Approved Budget FY09 90 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
MAJOR OBJECTIVES
• To work with the Bozeman Police Department and MSU Police Department in enforcing state laws
and city ordinances pertaining to misdemeanors and traffic violations committed within the city limits.
• To work with other city personnel and officials in enforcing city ordinances including zoning, building
code, fire code, and business licensing.
• To review legitimate complaints from citizens for the filing of criminal offenses and, if approved by
the City Attorney's Office, prosecute the violations in court.
• To prosecute criminal cases in a timely, firm, and efficient manner which serves the best interests of
justice, to include the best interest of the citizens of Bozeman while providing justice for the victims.
• To serve as the city's legal counsel and legal representative before all courts, administrative agen-
cies, and in all legal proceedings involving the city, except where the city or a city insurance carrier
retains special legal counsel.
• To provide legal advice to the City Manager, Mayor, City Commission, departmental staff, and city
boards concerning legal matters that arise with respect to city governmental services and opera-
tions.
• To perform legal research and issue legal opinions.
• To review or prepare contracts, deeds, resolutions, ordinances, and other municipal documents re-
lating to governmental agreements, services, and operations of the city.
• To attend City Commission meetings and provide legal advice.
• To practice preventative law by being integral members of the city’s departmental teams and by pro-
viding legal risk management services and proactive legal advice.
Approved Budget FY09 91 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 6.00 6.00
1.00 7.00 17%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 265,719 $ 326,937 $ 373,322 $ 46,385 14%
1200 - 1299 Benefits 80,002 102,040 113,330 11,290 11%
2000 - 7599 Operating 134,932 164,353 123,565 (40,788) -25%
8000 - 8999 Capital 32,038 11,000 - (11,000) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 512,691 $ 604,330
$
- $ 610,217 $ 5,887 1%
EXPENDITURES BY DIVISION
Division
1410 City Attorney $ 478,129 $ 512,330
$
- $ 550,717 $ 38,387 7%
1430-1446 Civil Litigation 8,731 11,000 6,000 $ (5,000) -45%
1460 Criminal Prosecution - General - - 1,500 $ 1,500 0%
1462 Criminal Prosecution - Victim/Witness 25,831 81,000 52,000 $ (29,000) -36%
Total All Divisions $ 512,691 $ 604,330
$
- $ 610,217 $ 5,887 1%
EXPENDITURES BY FUND
Fund
010 General Fund $ 486,860 $ 552,330
$
- $ 558,217 $ 5,887 1%
174 Victim Witness Advocate 25,831 52,000 52,000 $ - 0%
Total All Funds $ 512,691 $ 604,330
$
- $ 610,217 $ 5,887 1%
Approved Budget FY09 92 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Improved response to applications for release of Confidential Criminal Justice Information by using
contract attorney
• Increased focus on bad check collection cases
• Improved program for Restitution requests in criminal and traffic cases
• Improve response time to law enforcement’s Request for Prosecution
• Improve the time frame in which subpoenas are created in our office and sent to Municipal Court
• Increase office work flow by continuing support staff training of JustWare
• Photo red light enforcement ordinance and assisting Police Department in developing a program
• Improve responses to law enforcement requests for Subpoena Duces Tecum and other advice per-
taining to criminal prosecution
• Improve enforcement of sentences through increased monitoring and filing of revocations for offend-
ers who do not pay fines or complete the terms of their sentence
• Identified additional offenses that would benefit by making the offenses a municipal infraction and
drafting necessary ordinances
• Developed internal process for addressing ethics requests pursuant to new ordinance and prepared
information papers/memos to assist employees and staff on how to request ethics opinions
• Parking Boot Ordinance
• Save taxpayers money by handling arbitration, mediation, grievance and other administrative pro-
ceedings in house that are not covered by insurance or requiring special counsel
• Save taxpayers money by handling in house the civil litigation not covered by insurance or requiring
special counsel
• Providing expeditious legal advice related to another busy construction and planning year
Approved Budget FY09 93 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09*
Budgeted
Legislative/Executive
Draft complex ordinances to BMC within 90 days 95% 75% 75% 60% 95%
Draft less complex ordinances amending the
BMC within 60 days 95% 75% 75% 75% 95%
Draft /review resolutions, non-code ordinances,
administrative orders regulations or policies and
procedures within 10 days
90% 90% 90 % 70% 90%
Legal Municipal Documents:
Legal/Municipal Documents – Draft Contracts,
deeds and easements, license/permits, affida-
vits/proxies, leases and miscellaneous docu-
ments within 30 days
90% 80% 75% 60% 90%
Provide a detailed and complex review of con-
tracts, deeds and easements, license/ permits,
affidavits/proxies, leases and miscellaneous
documents within 30 days
90% 95% 90 % 80% 90%
Provide a limited review as to form of
contracts, deeds and easements, license/
permits, affidavits/proxies, leases and
miscellaneous documents within 5 days
95% 75% 75 % 75% 90%
Advisory
Research and prepare formal written legal
opinion within 90 days 90% 90% 70% 70% 90%
Provide informal written, e-mail, or verbal
opinions on complex issues within 30 days 90% 90% 85 % 70% 90%
Provide informal written, e-mail, or verbal
opinions on simple issues within 5 days 95% 95% 95 % 95% 98%
Requests for Prosecution
Respond to criminal requests for
prosecution within 30 days 95% 80% 80% 80%
95%
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09*
Budgeted
Number of Attorneys available for prosecution
1.25 1.25 1.40 2
Number of Attorneys available for civil
2.75 2.5 2 2.5
Approved Budget FY09 94 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
WORKLOAD INDICATORS
Work Load Indicator
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted*
New Cases 501 948 1063 1163
Discovery materials mailed N/A N/A 878 978
Judge Trials 119 210 144 220
Jury Trials 12 15 19 19
Change of Plea Hearings 197 595 559 600
Omnibus Hearings N/A 183 424 500
Hearings 23 165 147 175
Parking Complaints filed N/A 2072 1274 0
Library letters sent N/A 320 530 530
Library items returned or paid N/A $2,553.59 $9,920.00 $10,000
CCJI Requests 15 15 14 20
Request for Prosecutions 15 20 27 30
Restitution Request 23 N/A 103 150
Bad Check Letters 42 23 23 40
Bad Check $$ Received N/A $1,688.60 $2,460.00 $3,000
Assist Finance Dept. on N/A N/A $9,434.34 $10,000
Delinqunet Accounts
Approved Budget FY09 95 City of Bozeman, Montana
FINANCE
___________________________________________________________
PROGRAM DESCRIPTION
The finance department budget unit accounts for the general fund costs associated with the
overall financial administration of the city.
The finance department is comprised of three divisions:
Administration,
Accounting, and
Treasury
The department provides support services to other departments including: financial planning,
budgeting, insurance administration, accounting and financial statement preparation, data
processing, collection and investment of city funds, debt administration, utility billing, special
improvement district accounting, business license administration, development of internal con-
trols, information technology services, GIS services, and data processing services.
The purpose of the Administration division is to provide financial planning and budgeting ser-
vices and oversight. Insurance administration, capital improvements planning and long-range
financial planning is done through this division, along with general leadership for the Finance
Department as a whole.
The purpose of the Accounting division is to properly record and account for the finances of the
City. The division is responsible for processing City payroll, accounts payable, and the prepa-
ration of all financial statements.
The purpose of the Treasury division is to properly bill and collect amounts owed to the City.
The Treasury division collects and invests all city funds, bills utility charges to customers and
special improvement district assessments to property owners. The division also issues busi-
ness & pet licenses, collects parking tickets, and records cemetery plot sales.
Approved Budget FY09 96 City of Bozeman, Montana
FINANCE
___________________________________________________________
MAJOR OBJECTIVES
• To prepare a comprehensive budget on an annual basis that encompasses all funds of the
city.
• To manage and account for the city's finances in accordance with Generally Accepted Ac-
counting Principles (GAAP), as set forth by the Governmental Accounting Standards Board
(GASB).
• To prepare a Comprehensive Annual Financial Report (CAFR) in conformity with Generally
Accepted Accounting Principles.
• To seek to maintain a diversified and stable revenue base.
• To seek to collect all funds due the city.
• To monitor all department's grants for compliance with federal and state regulations and
reporting requirements.
• To develop a system of sound internal controls in all city departments.
• To provide all city departments budgetary and expenditure information on a timely basis to
enable the departments to operate within appropriation levels established by the City Com-
mission.
• To assure efficient and effective management of the public's resources by providing quality
financial services.
• To safeguard and account for City assets and to provide accurate and timely budgetary
and financial data to management, City Commission, and the citizens of Bozeman.
• To provide knowledgeable and courteous customer service to all individuals who contact
the Finance Department with questions or concerns.
• To safeguard the City's financial assets through prudent investing, budgeting and expendi-
ture control.
Approved Budget FY09 97 City of Bozeman, Montana
FINANCE
___________________________________________________________
**Note: FY07 Information Technology was included in the Finance Department's Budget
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 16.00 10.00 10.00 0%
EXPENDITURES BY
Category
1000 - 1199
Salaries & Over-
time $ 730,729 $ 478,334 $ 528,877 $ 50,543 11%
1200 - 1299 Benefits 237,277 180,746 180,147 (599) 0%
2000 - 7599 Operating 506,941 197,170 187,995 (9,175) -5%
8000 - 8999 Capital 251,787 9,000 13,500 4,500 50%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Catego- $ 1,726,734 $ 856,250 $ 9,000 $ 910,519 $ 45,269 5%
EXPENDITURES BY
Division
1510
Finance Admini-
stration $ 148,143 $ 182,448 $ - $ 174,881 $ (7,567) -4%
1520 Accounting 283,161 383,159 398,004 $ 14,845 4%
1530 Treasury 311,145 290,643 9,000 337,634 $ 37,991 13%
1540
Information Tech-
nology 984,285
Total All Divi- $ 1,726,734 $ 856,250 $ 9,000 $ 910,519 $ 45,269 5%
EXPENDITURES BY
Fund
010 General Fund $ 1,599,200 $ 856,250 $ 9,000 $ 910,519 $ 45,269 5%
555 Technology Fund 127,534 - $ -
Total All Funds $ 1,726,734 $ 856,250 $ 9,000 $ 910,519 $ 45,269 5%
Approved Budget FY09 98 City of Bozeman, Montana
FINANCE
___________________________________________________________
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Close monthly accounting functions by the 20th day of the following month.
• Receive a clean audit opinion with no continuing audit comments.
• Improve information sharing with Planning Department and Engineering and GIS
Divisions to provide for more timely and accurate land parcel and owner informa-
tion.
• Document the procedures for all Finance Department functions.
• Develop and implement procedures for maintaining the Land Management data-
base.
• Provide accurate cemetery records in a professional manner that is accessible to
the public via the city’s website.
• Develop a formal rating system for ranking of Capital Improvement Plan projects
and equipment purchases.
Approved Budget FY09 99 City of Bozeman, Montana
FINANCE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09
Budgeted
Receive Distinguished Budget Presentation
Award for the Government Finance
Officer's Association
Receive
Received
Received
Will Apply
Will Apply
Receive Certificate of Achievement for Excellence in Financial Reporting from the
Government Finance Officer's Association
Receive
Received
Applied
Will Apply
Will Apply
City's Bond Rating (Note: In FY 99, the rating
agency refined its rating structure. The A2 and
A3 ratings are not better or worse than the previ-
ous A ratings. They are more refined versions of
an A rating)
Downtown TIF Bond Rating (S&P)
A2 (G.O.)*
A3 (Water)
A2 (G.O.)*
A3 (Water)
A2 (G.O.)*
A3 (Water)
BBB (TIF)
A2 (G.O.)*
A3 (Water)
% of monthly checklist items done correctly
the first time
95% 99% 99% 99% 99%
% of journal entries made without later
correction or adjustment
95% 99% 90% 99% 99%
% of months general ledger is closed by the
10th of the month
90% 0% 0% 83% 92%
% of property transfers billed on schedule
97% 100% 100% 100% 100%
% of accounts receivable statements mailed
by the 15th of the month
98% 100% 100% 100% 100%
Average # of water customers on
shut-off list
< 10 7-8 10-12 < 10 < 10
Approved Budget FY09 100 City of Bozeman, Montana
FINANCE
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
SID Statements
10,443 11, 086 13,000 13,000
Utility Bills
105,720 111,463 113,500 114,000
Accounts Payable Checks Processed
34,720 33,463 36,500 36,500
W-2's Processed
420 411 415 415
Manual Journal Entries Processed
665 730 670 650
Manual Journal Entry Transactions
17,500 15,093 14,100 14,000
Grants Recorded and Reported
25 26 25 30
IRS Informational Returns
108 108 101 105
Business Licenses (Calendar Year)
3,360 3,588 3,650
3,700
Approved Budget FY09 101 City of Bozeman, Montana
PLANNING
___________________________________________________________
PROGRAM DESCRIPTION
The Department of Planning and Community Development (DPCD) accounts for the costs of administer-
ing the City’s long range planning, current planning, and community development programs. Section 76
-1-407 MCA authorizes a city levy, not to exceed 2 mills, for funding of the City planning program. The
balance of funding for DPCD activities comes from the general fund, fees, and grant administration mon-
ies. Major elements of the City’s Planning and Community Development program include:
Long Range Planning: Long range planning activities include: preparation and updating of a transpor-
tation plan and comprehensive “growth policy” for the City of Bozeman, in accordance with Part 6, Chap-
ter 1, Title 76 MCA); providing assistance and coordination to other departments with the preparation of
Capital Improvements Plans; providing assistance to other boards and departments with the prepara-
tion of strategic plans for land-use related programs, such as parks and open space planning; and de-
veloping implementation strategies to achieve community planning goals and objectives. DPCD also
serves as the City’s liaison with the U.S. Census Bureau.
Annexation: DPCD staff is responsible for the implementation of the City’s Annexation Policies, as set
forth in City Resolution No. 3137 and Chapter 2, Title 7, Montana Codes Annotated (MCA).
Subdivision Review: DPCD staff processes all proposals for subdivision of land within the City in ac-
cordance with Title 18 of the Bozeman Municipal Code (BMC) and the Montana Subdivision and Platting
Act (Sections 76-3-101 through 76-3-625, MCA).
Zoning Ordinance Administration: This involves the processing of all applications for site develop-
ment, including Conditional Use Permits, Planned Unit Developments, Site Plan reviews, Certificates of
Appropriateness, requests for variances and deviations, zone map amendments, and zone code amend-
ments. This program element also includes our Code Enforcement operations, to ensure compliance
with adopted regulations. Zoning also regulates the placement of commercial signage and establishes
landscaping requirements.
Historic Preservation: The Historic Preservation Officer, in consort with the Historic Preservation Advi-
sory Board, works as an advocate for preservation and creates public and civic awareness of preserva-
tion through talks, programs, media attention, newsletters, the nomination of historic properties to the
National Register of Historic Places, an annual historic preservation awards program, and historic pres-
ervation days. The Historic Preservation officer also reviews proposals for structural modifications within
Bozeman's conservation overlay district and elsewhere for compliance with locally adopted planning
regulations; maintains inventories of recognized historic properties within the city and makes this infor-
mation available to the public upon request; and, provides technical assistance to persons wishing to
modify or maintain local historic resources.
Impact Fees: DPCD administers the City’s impact fee program
Boards / Commissions Served: In carrying out the above-described program elements, DPCD staff
provides technical support and professional assistance to a variety of boards and commissions, includ-
ing: City Planning Board; City Zoning Commission; Board of Adjustment; Design Review Board; Devel-
opment Review Committee; Transportation Coordinating Committee; Historic Preservation Advisory
Board; Beautification Board; and City Commission.
Approved Budget FY09 102 City of Bozeman, Montana
PLANNING
___________________________________________________________
MAJOR OBJECTIVES
LONG RANGE PLANNING:
• To prepare and periodically update a “Growth Policy” (Comprehensive Plan) and Transportation Plan for the
City of Bozeman, and to provide technical support and information to the Planning Board, City Commission,
and other departments on all matters pertaining to long-range comprehensive planning.
• Assist with Capital Improvements Planning to ensure appropriate linkages between infrastructure and land use
planning.
CURRENT PLANNING:
• To evaluate and make recommendations to the Planning Board, City Commission, and /or Director of Pub-
lic Service on all applications for annexations and subdivisions of land, and to provide accurate and current
maps for planning, subdivision, and annexation projects.
• To evaluate and make recommendations to the Development Review Committee, Design Review Board,
Zoning Commission and City Commission on all proposals for site development.
• To provide zoning enforcement and support to staff and the public to insure compliance with, and resolu-
tion of non-conformities from, the Bozeman Municipal Code.
• Review business licenses and building permit applications for compliance with the Zoning Ordinance.
• Aid the City Commission and the Community Affordable Housing Board in implementing regulatory reform
to increase the stock of affordable housing in the City Of Bozeman.
• Develop a visually appealing and historically rich community by encouraging the preservation of Boze-
man’s historic landmarks, districts, and neighborhoods through Administrative Design Review within the
Neighborhood Conservation Overlay Districts and the Entryway Overlay Districts.
• Facilitate and coordinate the City’s Development Review and Design Review processes, to ensure compli-
ance with the City’s regulatory and design related policies.
• Continue to promote local historic preservation education through various public forums, including slide
shows, lectures, tours, school presentations, the Historic Preservation Office resource library, and the pub-
lication of Heritage Preservation News.
• To review historic and architectural appropriateness of alterations, rehabilitations, and restorations of his-
toric buildings, structures, objects, landscapes, districts, and neighborhoods.
• To research and inventory local historic properties and, when appropriate, nominate them to the National
Register of Historic Places.
• Administer the City’s impact fee program.
COMMUNITY DEVELOPMENT:
• Assist and coordinate with other departments as needed with various grant writing proposals and ad-
ministration.
• Participate in the City’s affordable housing programs, including participation on the Community Afford-
able Housing Board (CAHAB) and administration of the City’s Affordable Housing Policies, including
Work Force Housing, as codified in the Unified Development Ordinance.
• Participate in the City’s economic development programs by sitting on the Revolving Loan Fund Com-
mittee, reviewing commercial development proposals, and providing census and other technical data
to various entities as needed.
Approved Budget FY09 103 City of Bozeman, Montana
PLANNING
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 12.70 15.20 13.70 -10%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 451,152 $ 637,778 $ 551,875 $ (85,903) -13%
1200 - 1299 Benefits 162,737 213,115 203,649 (9,466) -4%
2000 - 7599 Operating 283,673 242,691
81,551 (161,140) -66%
8000 - 8999 Capital 24,441 83,000 - (83,000) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 922,003 $ 1,176,584
$
- $ 837,075 $ (339,509) -29%
EXPENDITURES BY DIVISION
Division
1610 Planning Operations $ 373,943 $ 458,687 $ 284,023 (174,664) -38%
1620 Subdivision Review 117,705 110,046 140,989 30,943 28%
1630 Long-Range Planning 240,571 291,418 174,418 (117,000) -40%
1640 Annexation 48,710 52,757
57,772 5,015 10%
1650 Code Enforcement 39,109 40,156
60,619 20,463 51%
1660 Historic Preservation 13,987 35,362
33,310 (2,052) -6%
1670 Zoning Operations 87,978 188,158
85,944 (102,214) -54%
Total All Divisions $ 922,003 $ 1,176,584
$
- $ 837,075 $ (339,509) -29%
EXPENDITURES BY FUND
Fund
100 Planning Fund $ 922,003 $ 1,125,367
$
- $ 837,075 $ (339,509) -30%
010 General Fund - 51,217 -
Total All Funds $ 922,003 $ 1,176,584
$
- $ 837,075 $ (339,509) -29%
Approved Budget FY09 104 City of Bozeman, Montana
PLANNING
___________________________________________________________
FY09 BUDGET HIGHLIGHTS
• Staff reductions and decrease in Contracted Planning Services in response to de-
creased planning application activity.
• Monthly monitoring and Quarterly decision-making regarding staff levels in relation
to application-driven workloads.
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Implementation of revised Unified Development Ordinance (UDO), with further revi-
sions as directed by Commission;
• Review and update of 2020 Community Growth Policy, per statute;
• Participation in update and adoption of Transportation Plan;
• Management of current workload (project reviews for annexations, subdivision, and
zoning proposals, impact fee administration, design review, and historic preserva-
tion activities).
• Further develop DPCD website to make more materials available on the internet (e-
governance);
• Completion of Historic Resources Survey Study;
• Special projects as directed.
Approved Budget FY09 105 City of Bozeman, Montana
PLANNING
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Estimated
FY09
Budgeted
% of case recommendations upheld
by City Commission
85%
80% 80% 70% 80%
Percent of impact fee assessments requir-
ing correction or refunds due to errors
< 2%
<1%
<1%
<1%
<1%
% of staff recommendations upheld by
Development Review Committee
Design Review Board
City Commission
95%
80%
80%
95%
85%
85%
95%
85%
85%
95%
85%
70%
95%
85%
85%
Number of violations identified
Percent of violations referred to City Attor-
ney’s Office
Number of citations issued
Percent of citations resulting in conviction in
City Court
Percent of violations corrected (includes
citations)
0
100%
100%
225
1%
2
100%
100%
225
1%
2
100%
100%
286
1%
4
100%
78%
250
1%
3
100%
85%
HISTORIC PRESERVATION
Percent of historic design review applicants
assisted by staff prior to formal application
submittal
50% 75% 75% 75% 75%
Total number of local residents participating
in historic preservation education programs
& events
500 2000 2000 2000 1500
Number of Participants in Historic Preser-
vation Week
300 700 700 700 750
Number of walking tour participants not
including Historic Preservation Week
500 800 800 800 800
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Estimated
FY09
Budgeted
Pre-app reviews completed w/i15 days 70% 75% 75% 85% 80%
Preliminary plat reviews completed within
60 days
80%
85%
85%
90%
90%
% of impact fee assessments completed
within two days of receipt by coordinator.
80%
85%
85%
80%
85%
Minor site plans reviewed within 35 days 85% 85% 85% 85% 85%
Major site plans reviewed within 60 days 85% 85% 85% 85% 85%
PUD preliminary plans reviewed within 60
days
50%
65%
65%
65%
65%
% of business licenses and building per-
mits reviewed within 3 days 75% 80% 80% 80% 80%
HISTORIC PRESERVATION
% of Administrative Design Review Pro-
jects qualifying for sketch plan review that
were reviewed in ten days or less
75% 90% 90% 80% 85%
Approved Budget FY09 106 City of Bozeman, Montana
PLANNING
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
*
FY 06
Actual
*
FY 07
Actual
*
FY 08
Estimate
*
FY09
Budgeted
Subdivision Pre-applications 11 18 26 20
Minor Subdivision Pre. Plats 10 5 11 10
Major Sub-Preliminary Plats 9 10 12 10
Final Plats 17 19 17 18
Master Plan Amendments 2 6 8 6
Annexations 8 16 15 14
Exemptions 10 25 17 20
Preliminary Plat Lots Approved 700 661 1625 1400
Final Plat Lots Approved 400 581 495 500
Number of public forum opportunities for special pro-
jects
10 4 5 10
Number of participants in forums 200 35 45 300
Number of projects assessed impact fees 1100 2000 2240 2100
Number of literature/information requests pertaining to
impact fees 150 85 225 200
Number of estimates for impact fees 100 100 75 75
Site Plans 38 46 53 50
Conditional Use Permits 14 11 14 13
Planned Unit Developments 5 13 7 8
Certificates of Appropriateness 135 199 197 195
Sign Reviews (permanent and temp) 276 285 295 290
Variances/Appeals 5 5 4 5
Zone Map Amendments 11 20 21 20
Zone Text Amendments 3 2 1 2
Concept Plan Review/Informal Review 40 40 53 45
Number of site visits and/or signage consultations
evaluating allowable signage 360 380 385 400
Special Temporary Use Permits (STUPs) 12 12 18 15
Reuse Permits 33 42 11 35
HISTORIC PRESERVATION
Office Visitations 220 470 550 550
Historic Design Reviews 140 320 250 275
Presentations (slides, walking tours, etc) 25 30 15 18
Newsletters/Articles 10 0 25 15
BHPAB Meetings/Beautification 18 45 50 50
Hrs Working w/Volunteers/Interns 125 520 640 600
Certified Local Government (CLG) hrs. 110 120 832 850
Approved Budget FY09 107 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
PROGRAM DESCRIPTION
The Facilities Management budget unit accounts for costs associated with maintaining city
owned buildings and grounds. Buildings that fall under budget unit include: City Hall, City Hall
Annex, Fire Station #1 and Station #2, City Shop Complex, Lower Yard Shop Complex, Alfred
M. Stiff Professional Building, Bozeman Public Library, the Bozeman Senior Citizen's Center.
Facilities Management is also responsible for coordinating remodeling, renovations and new
construction projects. Current construction projects include the Downtown Bozeman Intermo-
dal Facility, the remodel of the old Public Library into a new City Hall Facility, and the restora-
tion of the Story Mansion. Work in this area includes solicitation of professional design and
engineering services and the selection of contractors and tradespeople for project specific ac-
tivities.
The majority of the costs in this budget category are normally included in utility charges, build-
ing repairs and maintenance. Because of staffing levels, the majority of the service needs are
accomplished through contracted services. Contracted services include such activities as:
janitorial services, snow removal, lawn care, building systems including elevator and fire sup-
pression systems and heating, ventilation and air conditioning systems. The department also
assists other divisions with building related projects and construction related services.
MAJOR OBJECTIVES
• To provide a safe, comfortable, and professional working environment for all city employees, elected
officials, building tenants and the public.
• To maintain all buildings and related equipment in good working condition and extending their useful
life.
• To upgrade and renovate buildings and related equipment as needed to meet the future needs of
the various city departments.
• To assure city buildings meet or exceed all applicable building codes, OSHA, and ADA require-
ments.
• To implement building design, maintenance, and operational practices that result in energy saving
measures.
• To act as the City’s representative on building construction projects, secure consultant services for
these projects, process claims and monitor progress.
Approved Budget FY09 108 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 2.55 3.05
3.55 16%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 102,127 $ 135,177 $ 155,046 $ 19,869 15%
1200 - 1299 Benefits 37,321 36,861
57,793 20,932 57%
2000 - 7599 Operating 629,879 877,280 1,096,190 218,910 25%
8000 - 8999 Capital 12,439 -
35,000 35,000 100%
9000 - 9699 Debt Service 86,707 82,111 - (82,111) -100%
9900 - 9999 Transfers
Total All Categories $ 868,473 $ 1,131,429
$
- $ 1,344,029 $ 212,600 19%
EXPENDITURES BY DIVISION
Division
1810 City Hall $ 248,789 $ 307,638 $ 469,874 $ 162,236 53%
1820 Fire Station #1 19,416 45,425 103,375 $ 57,950 128%
1830 Shops Complex 64,689 118,505 133,055 $ 14,550 12%
1840 Professional Building 218,563 236,461 170,350 $ (66,111) -28%
1850 Senior Center 90,396 147,400 158,150 $ 10,750 7%
1860 Library 177,129 159,100 227,500 $ 68,400 43%
1870 Library - Lamme St. 46,848 77,700
28,000 $ (49,700) -64%
1870 Fire Station #2 2,643 39,200
48,500 $ 9,300 24%
1880 Fire Station #3 - - 5,225 $ 5,225
Total All Divisions $ 868,473 $ 1,131,429
$
- $ 1,344,029 $ 212,600 19%
EXPENDITURES BY FUND
Fund
010 General Fund $ 868,473 $ 1,131,429
$
- $ 1,344,029 $ 212,600 19%
Total All Funds $ 868,473 $ 1,131,429
$
- $ 1,344,029 $ 212,600 19%
Approved Budget FY09 109 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Complete construction of the Bozeman Downtown Intermodal Facility.
• Complete the Phase I remodel of the old public library into a new City Hall facility.
• Continue work on a comprehensive, city-wide Facilities Condition Index as a base-
line to formalize long-term planning for all City owned properties.
• Continue construction of Fire Station #3 and the combined County 911 Communi-
cations Center
• Complete landscaping of the new Bozeman Public Library utilizing the federal ear-
mark funds and CTEP monies.
• Assist in the oversight of the Landfill building addition.
• Begin initial design work for the construction of additional office and work space for
the expansion Shop Complex at the lower yard area.
• Begin Phase I remodel of the Story Mansion.
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Average response time for emergency repairs 30 minutes 95% 95% 90% 90%
Average response time for minor non-
emergency repairs (in-house) 3 days 85% 90% 95% 95%
Average response time for minor non-
emergency repairs (contracted) 12 days 85% 95% 95% 95%
% of facility users that rate the quality of their areas as excellent or good 90% 85% 85% 90% 90%
Review and approval of payments of claims from
City Construction projects 3 days 100%
Approved Budget FY09 110 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
PROGRAM DESCRIPTION
The Information Technology provides customer-focused information technology services and
business solutions to local government and citizens. The department’s primary responsibilities
are in the areas of providing reliable, efficient information technology systems.
This is accomplished by developing and implementing recommended standards for information
technologies, by developing and enforcing security policies, and through strategic acquisition
of information technology resources.
The department’s mission is to yield the highest level of customer service and operate the
City’s central information technology systems and networks for City Departments so they can
use technology and share information to perform their daily business operations.
The purpose of the GIS division is to provide accurate and complete spatial data for the City
of Bozeman. The GIS division will use this data to stimulate intelligent growth and manage-
ment decisions while promoting the use of electronic data publicly in a fair, efficient, and effec-
tive manner. All departments within the City organization as well as the public will benefit from
the efficiencies of coordinating interdepartmental data for use in a variety of applications and
projects.
MAJOR OBJECTIVES
• To manage and operate the City’s Enterprise Applications and Networking services.
• To provide secure, dependable information technology services to City departments and
customers.
• To provide support, training, and research for City Staff with their desktop applications,
both data and voice.
• To manage and maintain the daily operations of the data centers.
• To ensure 99% uptime for all Information Technology Service.
Approved Budget FY09 111 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
FY09 BUDGET HIGHLIGHTS
FY09 ANTICIPATED ACCOMPLISHMENTS
• Continue Upgrades to City Website to further enhance the public’s access to
necessary City information and also create an internal employee portal.
• Upgrade the current City wide storage enclosures to reduce overall mainte-
nance cost on existing EOL enclosures.
• Replacing the aging large-format plotter that is a critical piece of equipment to
the entire organization as well as the public.
• Ensure new City facilities (City Hall Relocation; Fire Station #3; Parking Ga-
rage) have proper technology infrastructure and operate effectively for city staff
and the public.
Central Data Store Upgrade $45,000
Building Surveillance System $21,500
GIS Large-Format Plotter $18,000
Approved Budget FY09 112 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
**Note: FY07 Information Technology was included in the Finance Department's Budget
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - 6.00 6.00 0%
EXPENDITURES BY CATE-
Category
1000 - 1199 Salaries & Overtime $ 321,118 $ 340,674 $ 19,556 6%
1200 - 1299 Benefits 101,525 107,151 5,626 6%
2000 - 7599 Operating 272,435 268,988 (3,447) -1%
8000 - 8999 Capital 162,500 178,000 15,500 10%
9000 - 9699 Debt Service -
9900 - 9999 Transfers -
Total All Categories $ - $ 857,578 $ - $ 894,813 $ 37,235 4%
EXPENDITURES BY DIVI-
Division
1910 Information Technology $ 765,023 $ 779,741 $ 14,718 2%
1920 GIS 92,555 115,072 $ 22,517 24%
Total All Divisions $ - $ 857,578 $ - $ 894,813 $ 37,235 4%
EXPENDITURES BY FUND
Fund
010 General Fund $ - $ 857,578 $ - $ 894,813 $ 37,235 4%
Total All Funds $ - $ 857,578 $ - $ 894,813 $ 37,235 4%
Approved Budget FY09 113 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
WORKLOAD INDICATORS
Workload Indicator
FY 06
Actual
FY 07
Actual
FY 08
Estimated
FY 09
Budgeted
Number of Help Desk calls
created and completed
No Data No Data No Data 1200
Number of hours phone sys-
tem is in service
Possible available = 8760
No Data No Data No Data 8660
Number of hours data net-
work is in service
Possible available = 8760
No Data No Data No Data 8660
Number of Point to Point
links on the network (Fiber
and Copper) in service
No Data No Data No Data 16
Number of hours Enterprise
Applications are available
Possible available = 8760
No Data No Data No Data 8660
Number of hours Server
Farm is available
Possible available = 8760
No Data No Data No Data 8660
Approved Budget FY09 114 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measures
Standard
FY 06
Actual
FY 07
Actual
FY 08
Estimated
FY 09
Budgeted
Number of Help Desk calls
resolved
99% No data No data No data 99%
Phone system uptime 99% No data No data No data 99%
Data network uptime 95% No data No data No data 95%
Point to Point links uptime
(Fiber and Copper)
99% No data No data No data 99%
Enterprise Application uptime 99% No data No data No data 99%
Server uptime 99% No data No data No data 99%
Approved Budget FY09 115 City of Bozeman, Montana
Approved Budget FY09 116 City of Bozeman, Montana
PUBLIC SAFETY INDEX
POLICE
PAGE 117
FIRE
123
BUILDING INSPECTION
129
PARKING
135
JOINT DISPATCH (911) SERVICES
140
Approved Budget FY09 117 City of Bozeman, Montana
POLICE
___________________________________________________________
PROGRAM DESCRIPTION
General
The police department budget unit accounts for costs associated with providing all law
enforcement services for the City of Bozeman. The police department utilizes both pa-
trol and investigative divisions to detect, prevent, and suppress crime and the enforce-
ment of criminal and traffic codes of the state and local governments. The Parking and
Animal Control officers within the Support Services Division provide enforcement of all
parking and animal related offenses within the city limits of Bozeman.
Drug Forfeiture
The drug forfeiture budget unit accounts for the City of Bozeman's costs related to drug
enforcement and the costs related to the unit's work within the Missouri River Drug
Task Force as outlined in the inter local agreement. The Missouri River Drug Task
Force encompasses 7 counties.
DARE
The Drug Abuse Resistance Education (D.A.R.E.) budget unit accounts for the expen-
diture of restricted revenues of the police department. Much of the police special reve-
nue budget unit is funded by grants and donations that are restricted to the operation
of the D.A.R.E. program and activities associated with it.
Approved Budget FY09 118 City of Bozeman, Montana
POLICE
___________________________________________________________
MAJOR OBJECTIVES
GENERAL
Detection and proactive prevention of criminal activity.
Apprehension of criminal offenders.
Participation in court proceedings.
Assistance to those who cannot care for themselves or who are in danger of physical harm.
Aggressive and proactive traffic safety enforcement
Provide and maintain a Special Response Team of officers trained to handle hostage inci-
dents, high risk search warrants, and barricaded subjects.
Resolution of day-to-day conflicts among family, friends, and neighbors.
Provide and maintain a Civil Disturbance Team of officers trained to handle protests and large
scale civil disturbances.
Provide public education in areas of crime prevention of forgery, robbery I.D. fraud, elder
abuse, child abuse, sexual abuse, Internet Crimes against Children, seat belt and child
safety seat use, bicycle safety rodeos.
Create and maintain a feeling of security in the community.
Be committed and dedicated to providing the highest level of service to all the citizens of our
community.
Develop positive programs that incorporate the concept of shared responsibility with the com-
munity in the delivery of police services.
Develop and maintain certified trainers to maintain department training standards and require-
ments as well
as to sponsor regional law enforcement training.
Maintain a working environment where every employee's integrity, competency, and commit-
ment to service is self-evident.
Continue to work with partner law enforcement agencies to include local, State and Federal
agencies to improve information sharing and strengthen the working partnerships.
Drug Forfeiture
To maintain a two person investigation team.
To maintain confidential and concise intelligence files.
To assist prosecutors from city, state, and federal agencies in prosecutions of drug cases.
To coordinate with detectives of both the city and county on drug cases.
To provide drug education/awareness presentations as needed.
To investigate complaints of drug activity.
To make arrests for violations of drug laws.
To maintain a cooperative effort in investigation assistance and intelligence sharing with
county, state, and federal agencies.
DARE
To present DARE curriculum to all 3rd and 5th grade students in the Bozeman school district.
To make public awareness presentations to parents, teachers, and community organizations.
To provide DARE curriculum to rural schools in Gallatin County if possible.
To continue to pursue alternative means of funding the DARE program.
Approved Budget FY09 119 City of Bozeman, Montana
POLICE
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 54.75 57.75 62.75 9%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 2,369,098 $ 2,839,923 $ 3,107,727 $ 267,804 9%
1200 - 1299 Benefits 1,635,197 940,651 1,124,446 183,795 20%
2000 - 7599 Operating 900,052 1,083,578 1,235,883 152,305 14%
8000 - 8999 Capital 211,122 111,439 305,239 193,800 174%
9000 - 9699 Debt Service
9900 - 9999 Transfers 100,000 100,000 100,000 - 0%
Total All Categories $ 5,215,469 $ 5,075,591
$
- $ 5,873,295 $ 797,704 16%
EXPENDITURES BY DIVISION
Division
3010 Police Operations $ 3,939,256 $ 3,755,652 $ 4,284,301 $ 528,649 14%
3020 Crime Control & Investigations 850,974 721,972 884,053 $ 162,081 22%
3030 DARE 76,032 96,569 91,885 $ (4,684) -5%
3040 Drug Forfeiture 254,033 394,471 468,962 $ 74,491 19%
3070 Animal Control 95,174 106,927 144,094 $ 37,167 35%
Total All Divisions $ 5,215,469 $ 5,075,591
$
- $ 5,873,295 $ 797,704 16%
EXPENDITURES BY FUND
Fund
010 General Fund $ 4,692,311 $ 4,375,138
$
- $ 5,075,868 $ 700,730 16%
125 Drug Forfeiture 198,559 164,471 168,962 $ 4,491 3%
138 Law & Justice Center 19,125 20,000 20,000 $ - 0%
139 Police Special Revenue 76,032 98,727 150,965 $ 52,238 53%
140 Police Domestic Violence 173,968 187,255 157,500 $ (29,755) -16%
188 City-County Drug Forfeiture 55,474 230,000 300,000 $ 70,000 30%
Total All Funds $ 5,215,469 $ 5,075,591
$
- $ 5,873,295 $ 797,704 16%
Approved Budget FY09 120 City of Bozeman, Montana
POLICE
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
Addition of four (4) sworn police officers to our staff (Public Safety Mill Levy) $268,352.00
Addition of one (1) civilian support staff (Parking Enforcement city-wide) $ 25,168.00
Replacement of three (3) patrol vehicles (Annual CIP) $ 85,513.00
Addition of two (2) fully equipped patrol vehicles (Public Safety Mill Levy) $100,000.00
Replacement (upgrade) of eleven (11) Mobile Data Terminals for patrol cars $ 60,000.00
FY 09 ANTICIPATED ACCOMPLISHMENTS
Commitment to continue to maintain the highest quality of service to the citizens of the City of Boze-
man.
Hire, train and deploy four (4) sworn police officers as funded by the Public Safety Mill Levy.
Hire and train additional Parking Enforcement Officer for citywide enforcement and abandoned vehi-
cles.
Hire and train additional Administrative Assistant through General Fund request for needed support
staff.
Develop, implement and maintain a dedicated, year round, traffic enforcement division.
Develop, train and equip the investigations division to participate in Internet Crimes against Children
Task Force.
Develop train and implement patrol beats utilizing CAD technology and MDT’s to increase efficiency
of staff.
Sufficiently staff and maintain the downtown Police substation to enhance customer service, police
response and maximize use of available office space.
Increase shift staffing minimums to 4 officers on every shift.
Use CAD/911 system mapping for analyzing customer service and criminal activity.
Increased use and functionality of CAD/RMS I-Mobile into MDT project and service delivery.
Utilize City of Bozeman GIS for crime analysis and mapping.
Utilize City of Bozeman GIS for Sexual and Violent Offender Program.
Implement Sexual and Violent Offender Address Compliance Checks within the City of Bozeman.
Find a permanent training room for the firearms training simulator as well as implement a training
program.
Complete Mobile Data Terminal joint partnership system infrastructure and continue to work on im-
provement and the adding of additional users.
Continue to maintain highest training standards.
Develop, implement and maintain a defensive driving program.
Minimize risk and liability by continuing to maintain the highest standards of training possible.
Continue success in obtaining Federal and State Grants to include:
Department of Homeland Security
Domestic Violence Grant
NHTSA (National Highway Traffic Safety Administration)
MBOCC (Montana Board of Crime Control)
MDOT (Montana Department of Transportation)
AHAD (All Hazards All Discipline)
SRTS (Safe Routes to School)
COPS (Community Oriented Policing) Technology Grant
Continued funding for second SRO
Continued funding of the Missouri River Drug Task Force
Approved Budget FY09 121 City of Bozeman, Montana
POLICE
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY06
Actual
FY 07
Actual
FY08
Projected
FY 09
Budgeted
Respond to citizen complaints/concerns 48 hours 95% 95% 95% 95%
Percent of DUI arrests which result in convictions
90%
85% 85% 85% 85%
Percent of citations issued by the Bozeman Police
Department resulting in convictions
80%
75% 75% 75% 75%
Increased officer presence to ensure public safety
of pedestrians and vehicles on City streets by
utilizing bicycle and motorcycle patrols
5 mo/yr. 100% 100% 100% 100%
Full staff meetings Monthly 80% 80% 80% 80%
Response to emergency calls/average 5
min.
5 min. 5 min. 5 min. 5 min.
Response to non-emergency calls/average 10
min.
10 min. 10 min. 10 min. 10 min.
Number of crimes reported ********** 7,800 8,120 8,000 8,000
Percent of reported crimes closed/cleared/or leads
exhausted:
Homicide
Rape
Aggravated Assault
Burglary
Counterfeiting/forgery
Destruction/damage/vandalism to prop-
erty
Shoplifting
Motor vehicle theft
Drug/narcotic violations
Drug equipment violations
Robbery
Embezzlement
100%
75%
80%
75%
75%
90%
95%
90%
95%
98%
90%
75%
100%
75%
80%
75%
75%
90%
95%
90%
95%
98%
90%
75%
100%
75%
80%
75%
75%
90%
95%
90%
95%
98%
90%
75%
100%
75%
80%
75%
75%
90%
95%
90%
95%
98%
90%
75%
Percent of Investigative Division cases cleared
90%
90% 90% 90% 90%
Drug Forfeiture:
Dedicate two officers full-time to drug investiga-
tions/enforcement
100%
100% 100% 100% 100%
Devote 25% of investigative time to assisting
smaller counties with their investigations
100%
100% 100% 100% 100%
Target juvenile drug use (Zero Tolerance) by
having juveniles comprise 5% of total DTF arrests
100%
100% 100% 100% 100%
Attend weekly inter-agency meetings
100%
100% 100% 100% 100%
DARE:
Provide instruction to all 5th. grades (500) 100% (480) 96% 105% 105% 105%
Provide instruction to all 3rd. grades (400) 100% (375) 94% 105% 105% 105%
Percent of 5th. grade graduates
100%
100% 100% 100% 100%
Percent of 3rd. grade graduates
100%
100% 100% 100% 100%
Approved Budget FY09 122 City of Bozeman, Montana
POLICE
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Calls for Service 39,790 40,758 42,728 44,700
National Incident Reporting System (NIBRS)
Homicide
Rape
Robbery
Aggravated Assault
Assaults – other
Burglary
Theft
Motor Vehicle Theft
Partner/Family Member Assault
Arson
Forgery & Counterfeiting
Fraud
Destruction/Damage/Vandalism of Property
Disorderly Conduct
Runaway
Disturbance/Loud Party
1
20
15
48
287
136
1,300
123
153
23
39
91
718
479
46
1,647
0
23
14
20
194
112
1,546
193
146
25
31
60
799
515
38
1,257
1
52
18
9
110
126
1,812
182
178
10
32
68
722
680
42
1,410
1
40
16
12
130
137
1,900
192
194
22
37
78
803
740
47
1,720
Alarms 1,165 1,153 1,202 1,252
Animal Complaints 2,097 2,020 2,262 2,370
Arrests 2,299 2,524 2,382 2,530
Citations Issued – Motorcycle Patrol 2,538 1,204 1,000 2,500
Citations Issued 7,968 7,723 8,280 8,000
DARE:
Present DARE Curricula:
5th. Grade Students
3rd. Grade Students
500
375
500
375
500
375
500
375
Drug Forfeiture:
New Cases 212 264 280 250
Old Cases 47 66 50 50
Non-Drug Cases Worked 20 10 10 10
Cases Closed – any reason 213 83 100 100
Non – Drug Related Arrests 18 9 10 10
New Criminal Subjects Identified 429 559 400 400
Public Education, Talks & Classes 145 139 190 190
DUI’s 378 372 380 390
Investigative Division Case Load 366 224 300 300
Investigative Div. Clerical-Interviews Transcribed 577 572 600 600
Parking Complaints 1,923 1,865 1,962 2,120
Traffic Crashes 1,666 1,780 1,734 1,790
Warrant Arrests 370 447 552 575
Approved Budget FY09 123 City of Bozeman, Montana
FIRE
___________________________________________________________
PROGRAM DESCRIPTION
The fire department budget unit accounts for the costs associated with meeting the fol-
lowing mission: To minimize life loss, injury, and property loss by rendering advanced
life support emergency medical care, rescue services, fire code inspections, code en-
forcement, public fire safety/survival education, fire suppression, fire cause/arson in-
vestigation, hazardous materials mitigation and response, and disaster management.
We will provide these services at the highest national standards consistent with com-
munity needs and available public and private resources.
Approved Budget FY09 124 City of Bozeman, Montana
FIRE
___________________________________________________________
MAJOR OBJECTIVES
BUILD, EQUIP, AND OPEN A NEW CITY FIRE STATION. Use resources provided by the passage of the Novem-
ber 2007 fire mill levy to design, construct and equip Fire Station 3 in the northwest quadrant of Bozeman. Pro-
mote 3 Battalion Chiefs and 3 Fire Captains in support of the new fire station. Hire, equip and train 11 new
firefighters (5 additional and 6 replacements) as authorized by the voters to staff the new fire station.
TO PLAN AND PREPARE FOR CURRENT AND FUTURE SERVICE DELIVERY NEEDS THROUGH THE IMPLE-
MENTATION OF THE ADOPTED FIRE PROTECTION MASTER PLAN. Work closely with the police depart-
ment to identify current and future service trends and what resources are, and will be, needed to address the
growing community’s emergency service needs. Secure remaining funding for the construction and staffing of
Fire Station 3. Continue planning for Fire Station 4.
CONTINUE TO CREATE, REFINE AND MAINTAIN EFFECTIVE ADMINISTRATIVE SUPPORT FOR ALL FIRE
DEPARTMENT OPERATIONS AND ACTIVITIES. Encourage Fire and Emergency Services as a City Commis-
sion priority. Continued implementation of the Commission adopted Fire Protection Master Plan. Review and
reorganize responsibilities of administrative staff based on recent staffing changes. Review Hazardous Materi-
als and Disaster and Emergency Services Agreements between the City and County. Study the feasibility,
methods and opportunities for fire department accreditation, ISO reclassification and continued emergency ser-
vice delivery improvements. Expand program planning and performance measure budgeting within the depart-
ment.
TO ENHANCE AND UPGRADE DEPARTMENT FIRE PREVENTION PROGRAMS. To more comprehensively
meet our fire prevention and inspection obligations through the continued development of a Fire Prevention
Bureau. To continue to improve and enhance the department’s life safety inspections and required self inspec-
tion program, home inspection programs, and other code enforcement activities. The further development of
our fire prevention bureau would greatly improve the quality, accuracy and public buy-in of the department’s fire
prevention efforts by providing the friendliest, most knowledgeable, and most customer based service available,
while making the City a safer place.
TO MAXIMIZE UTILIZATION, EFFECTIVENESS, AND EFFICIENCY OF THE DEPARTMENT'S SERVICES. Im-
plement the recently created and funded fire apparatus and equipment replacement program. Continue to work
closely with the police department to support the funding and implementation of a fully functional and interfaced
mobile data computer system that provides full function interoperability between the police department, fire de-
partment and the 9-1-1 center. Enthusiastically participate in joint training and operations with mutual aid de-
partments. Improve project review record keeping process and emergency response record keeping by provid-
ing a seamless interface with the Building Department’s and 9-1-1 Center’s RMS. Enthusiastically support the
Department’s shift based commercial inspection program. Meet all contractual and performance requirements
for regional hazardous materials response teams. Continue to support and participate in the Gallatin County
Fire Investigation and Arson Task Force.
TO PROVIDE ADEQUATE RESOURCES, TRAINING AND EDUCATION TO ASSURE EFFECTIVE LEVELS OF
SERVICES DELIVERY AND TO PROMOTE EMPLOYEE HEALTH AND SAFETY. Continue development and
refinement of the department’s comprehensive training program encompassing all Fire Department operations
and services, which include but are not limited to, DES, fire prevention, fire suppression, hazardous materials,
emergency medical and rescue services. Implement employee career development plan. Maintain all current
professional certifications. Maintain all training, equipment, and personnel requirements for state licensure to
provide advanced life support, non-transport (ALS), emergency services. Continue development of the Depart-
ment’s minimum company standards (MCS).
DEVELOP INTERNAL SYSTEMS ACTION PLANS THAT MAXIMIZE EXISTING RESOURCES AND SERVICES.
Meet with current staff to agree on yearly goals calendar and identify action steps and time frames to achieve
those goals. Meet regularly with staff to evaluate timeframes and current effectiveness. Review and revise as
necessary.
Approved Budget FY09 125 City of Bozeman, Montana
FIRE
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 31.25 34.25 45.25 32%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 1,582,086 $ 1,949,714 $ 2,575,026 $ 625,312 32%
1200 - 1299 Benefits 1,130,564 598,038 888,629 290,591 49%
2000 - 7599 Operating 452,059 2,174,459 (6,000) 442,423 (1,726,036) -80%
8000 - 8999 Capital 27,000 4,235,718 4,208,718 15588%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 3,164,709 $ 4,749,211 $ (6,000) $ 8,141,796 $ 3,398,585 72%
EXPENDITURES BY DIVISION
Division
3110 Fire Administration $ 296,928 $ 2,176,082 $ 3,943,112 $ 1,767,030 81%
3120 Fire Operations 2,841,755 2,535,224 (6,000) 4,158,404 $ 1,629,180 64%
3130 Operational Readiness 19,100 23,355 24,300 $ 945 4%
3140 Fire Prevention 2,439 7,400 8,830 $ 1,430 19%
3160 Hazardous Materials 2,891 7,150 7,150 $ - 0%
3170 Disaster & Emergency Services 1,596 - $ -
Total All Divisions $ 3,164,709 $ 4,749,211 $ (6,000) $ 8,141,796 $ 3,398,585 72%
EXPENDITURES BY FUND
Fund
010 General Fund $ 3,043,408 $ 2,936,211 $ (6,000) $ 4,299,333 $ 3,398,585 116%
113 Fire Impact Fees 26,561 1,813,000 3,392,463 $ - 0%
183 Fire Department Special Revenue 94,740 - - $ - 0%
187 Fire Capital & Equipment Replacement - 450,000 $ - 100%
Total All Funds $ 3,164,709 $ 4,749,211 $ (6,000) $ 8,141,796 $ 3,398,585 72%
Approved Budget FY09 126 City of Bozeman, Montana
FIRE
___________________________________________________________
FY 08 BUDGET HIGHLIGHTS
• Successfully passed both Public Safety Mill Levies (16 mill Fire Mill)
• Completed design of new Fire Station 3 and hired construction manager at risk work with architect
on building design and construction
• Secured site at County’s 100 acre park for Station 3
• Built strong partnership with Gallatin County to build joint facility
• Continued development and implementation of minimum fire company standards to improve emer-
gency service delivery, firefighter safety, and department service efficiency
• Participated in the Montana Firefighter Testing Consortium hiring process with nine other Montana
fire departments to create a common recruit eligibility list for current and future firefighter vacancies
• Continued implementation of Interoperability Montana trunked radio system for City Police and Fire
Departments
• Installed mobile data computers in fire engines to increase effectiveness and reduce response times
• Delivered shift-based Emergency Medical Technician and Hazardous Materials Technician recertifi-
cation programs resulting in reduced overtime costs for personnel certifications
• Delivered over 3000 hours of certified training to fire department personnel – including Fire Appara-
tus Operator certifications for all department members
• Reestablished regular and ongoing incident management training for department leaders
• Implemented shift-based fire inspection for commercial occupancies
• Implemented shift-based pre-planning program for tactically significant occupancies
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Complete construction of Fire Station 3 and open in May 2009
• Draft specifications and purchase new fire engine for Fire Station 3
• Hire and train 12 new firefighters in preparation of Fire Station 3 opening
• Promote 3 Battalion Chiefs and 3 Fire Captains in preparation of Fire Station 3 opening
• Develop and implement 3 station response districts to reduce response times citywide
• Develop and implement City of Bozeman ISO improvement plan to reduce city’s class rating
• Continue working with City and County emergency response agencies to improve radio, data, and
paging systems for all responders
• Complete installation and implementation of Interoperability Montana trunked radio system with PD
• Work with Water Department to develop and implement comprehensive community wide public ac-
cess to defibrillation program
• Refine special operations program including confined space rescue, trench rescue, low and high
angle rescue, and collapsed building response
• Continue review of current administrative roles and responsibilities and work load to identify opportu-
nities for improved efficiency and service delivery
• Study feasibility of fire department accreditation and begin process if possible
• Improve Fire Department’s website to maximize usefulness to community as a tool for public educa-
tion
• Continue development of live fire training complex at lower city yards
Approved Budget FY09 127 City of Bozeman, Montana
FIRE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Budgeted
Emergency Operations
Response time to Fire and EMS call
100% of
city within 6
minutes
25%
25%
25%
80%
Fire Prevention
% of inspections brought to closure stage
Bars
Sororities & Fraternities
Schools
MSU Existing structures
Business License Inspections
95%
100%
100%
100% 90%
100%
100%
100%
100%
100% 33%
100%
100%
100%
100%
100% 33%
100%
100%
100%
100%
100% 33%
100%
100%
100%
100%
100% 50%
100%
Training
% of firefighters completing certification
requirements by program
Haz Mat IC
Haz Mat Technician
EMT
Fire Fighter 1
Fire Fighter 2
Inspectors
100%
100%
100%
100%
100%
100%
100%
100%
100%
60%
10%
100%
100%
100%
100%
80%
20%
100%
100%
100%
100%
80%
20%
100%
100%
100%
100%
80%
20%
100%
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Budgeted
Fire Prevention:
Number of inspections per year as a percentage
of properties in need of inspection.
100%
66%
66%
66%
66%
Approved Budget FY09 128 City of Bozeman, Montana
FIRE
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Projected
**Fires, Hazardous Conditions & Misc
233 226 262 288
Emergency Medical Services
1399 1367 1595 1754
**Good Intent
145 105 273 300
Service Call
87 108 125 137
**False Call
162 155 179 196
Business Inspections
2932 2600 2326 2400
Business Applications
802 700 608 670
Special Inspections
522 538 530 580
Public Education Events 328 350 345
380
Child Safety Seat Installations/Checks
365 400
Approved Budget FY09 129 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
PROGRAM DESCRIPTION
The Building Inspection Division unit accounts for expenditures utilized to monitor construction
projects within the City of Bozeman Jurisdictional Area as allowed by state law and as adopted
by the City Commission. The intent of this budget unit is to provide and enforce minimum stan-
dards to safeguard life, limb, health, property and public welfare by regulating and controlling
the design, construction, quality of materials, use and occupancy, location and maintenance of
all buildings and structures within this jurisdiction. Existing commercial and industrial buildings
are inspected for continued compliance to the NFPA, Uniform Fire and International Building
Codes.
The support team utilized to attend this process includes an Assistant Director of Public Safety,
a Chief Building Official, three Plans Examiners, five Building Inspectors, two Fire and Life
Safety Inspectors, one Code Enforcement Officer, one Project Permit Coordinator, and two
Project Permit Technicians. Staff team members receive, process and review residential and
commercial projects and applications for compliance with adopted codes and ordinances; as-
sess and collect fees for building permits, impact fees, and other miscellaneous services after
plans are approved; issue permits; perform inspections to verify compliance to approved plans
and applicable codes and ordinances. Code violations are investigated, and if not resolved,
they are turned over to the Code Enforcement Officer for processing and remedial action. The
Fire and Life Safety Inspectors, Fire Department crews, and Building Inspectors inspect exist-
ing commercial and industrial building for continued compliance to the adopted Fire and Build-
ing Codes.
Approved Budget FY09 130 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
MAJOR OBJECTIVES
• Provide a quarterly community technical training program or code update seminar to foster
open communication and technical awareness of the adopted model codes, to the building
owners, contractors, Architects and Engineers.
• Provide a bi-annual technical newsletter to the building community to address current build-
ing code topics and changes.
• Make a smooth transition into the new code adoption of the 2006 International Codes. Pro-
vide public education programs to inform the public of any changes impacting the construc-
tion work they do.
• Continue to develop an informational website for the Building Inspection Division to be part
of the City of Bozeman website.
• Continue to improve the communication link between the Building Inspection Division and
other City Departments and Divisions.
• Get Code Enforcement Program up and running in conjunction with the Planning Depart-
ment’s Zone Code Enforcement Officer.
• Formulate and initiate a standard training program for new building inspectors.
Approved Budget FY09 131 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 16.55 16.55 13.55 -18%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 664,244 $ 760,240 $ 682,644 $ (77,596) -10%
1200 - 1299 Benefits 300,785 291,802 249,786 (42,016) -14%
2000 - 7599 Operating 296,752 319,247 262,781 (56,466) -18%
8000 - 8999 Capital 143,055 86,000 - (86,000) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 1,404,836 $ 1,457,289
$
- $ 1,195,211 $ (262,078) -18%
EXPENDITURES BY DIVISION
Division
3210 Building Inspection Operations $ 1,319,126 $ 1,385,580 $ 1,122,799 $ (262,781) -19%
3220 Life-Safety 85,710 71,709 72,412 $ 703 1%
Total All Divisions $ 1,404,836 $ 1,457,289
$
- $ 1,195,211 $ (262,078) -18%
EXPENDITURES BY FUND
Fund
115 Building Inspection Fund $ 1,404,836 $ 1,457,289
$
- $ 1,195,211 $ (262,078) -18%
Total All Funds $ 1,404,836 $ 1,457,289
$
- $ 1,195,211 $ (262,078) -18%
Approved Budget FY09 132 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Staff reductions and decrease in Contracted Inspection Services in response to de-
creased building permit application activity.
• Monthly monitoring and Quarterly decision-making regarding staff levels in relation
to application-driven workloads.
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Maintain state required professional certifications through adequate staff
training.
• Work toward initiating field inspectors direct sign-offs on permits through an
automated system and Click-2-Gov enhancements.
Approved Budget FY09 133 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY07
Actual
FY 08
Budgeted
FY 09
Projected
Percent of Plan Reviews done
within Standard (Residential) 75% w/in 2 weeks 82% 75%
75%
Percent of Plan Reviews done
within Standard (Commercial) 75% w/in 4 weeks 72% 75% 75%
Percent of Fast Track plan re-
views done within standard
90% w/in 1 week 93% 90% 90%
Percent of frame inspections done
within standard
(1 audit/month/employee)
90% 90% 90%
Percent of commercial plan
checks done within standard
(1 audit/month/employee)
90% 90% 90%
Percent of residential plan checks
done within standard
(1 audit/month/employee)
90% 90% 90%
Percent of final inspections done
within standard
(1 audit/month/employee)
90% 90% 90%
Efficiency Measurers Stan-
dard
FY 06
Actual
FY 07
Actual
FY 08
Budgeted
FY 09
Projected
Average commercial inspections
per day per inspector 8 9.45 18.36 8 8
Average residential inspections per
day per inspector 24 26.3 25.3 24 24
Average Multiple Residential In-
spections per day per inspector
32 26.3 13.46
32 32
Approved Budget FY09 134 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05
Actual FY 06
Actual FY 07
Actual FY 08
Budgeted FY 09
Projected
Commercial Permits:
Number
Value (Millions)
37
36.85
44
43.11
50
38.54
30
30.00
25
25.00
Residential Permits:
Number
Value (Millions)
927
118.25
890
135.64
764
118.15
600
100.00
500
90.00
Approved Budget FY09 135 City of Bozeman, Montana
PARKING
___________________________________________________________
PROGRAM DESCRIPTION
The Parking Program consists of three parking districts: Downtown Parking, the Residential
Parking District surrounding Montana State University and the Residential Parking District ad-
jacent to Bozeman High School.
A new Intermodal Parking Garage facility is will be operational in the fall of 2008. This facility
will include 435 parking spaces and function as the transit hub for Streamline busses.
Downtown Parking:
The downtown parking division accounts for the costs of the Bozeman Parking Commission
and their activities. Title 7 Chapter 14 Part 46 provides the statutory authorization for the Park-
ing Commission.
Residential Parking District:
In fiscal year 1992, the City Commission passed an ordinance enabling the creation of parking
districts in Bozeman.
In fiscal year 1994, the City Commission created a parking district adjacent to Montana State
University. The district encompasses approximately 32 city blocks. Costs of operating the dis-
trict will include administration, enforcement, signs, and permits. Revenues from the program
will include permit fees charged to residents of the district in addition to fines and forfeitures.
High School Residential Parking District:
In fiscal year 2001, the City Commission created a parking district adjacent to Bozeman High
School. The district encompasses approximately 53 city block faces. Costs of operating the
district will include administration, enforcement, signs, and permits. Revenues from the pro-
gram will include permit fees charged to residents of the district in addition to fines and forfei-
tures. Program costs will be monitored to determine if permit fees need to be adjusted.
Approved Budget FY09 136 City of Bozeman, Montana
PARKING
___________________________________________________________
MAJOR OBJECTIVES
Bozeman Parking Commission
Mission Statement: The Bozeman Parking Commission is responsible for managing
and regulating public parking in its districts to best serve the
needs of its customers; businesses, residents, employees and
visitors.
Goals:
Improve and maintain our public parking assets.
Seek to acquire additional public parking as needed.
Make the parking system fiscally sound and self-sufficient.
Manage spaces to best serve the needs of our customers.
Provide consistent treatment regarding parking enforcement action.
Educate parking users to minimize parking conflicts.
Make parking areas attractive and easy to use.
Plan for and respond to changing needs in our districts.
Provide parking options for bicycles, motorcycles, and other transporta-
tion alternatives.
Work cooperatively with our local government partners.
Provide for the safe movement of pedestrian & vehicle traffic.
FY09 BUDGET HIGHLIGHTS
• Continuation of Vehicle mounted Digital Tracking system for parking enforce-
ment.
• Construction of Parking Garage facility.
• Hiring of a Parking Districts Manager to manage parking permits, lots, and the
parking garage.
• FY09 includes the first months of operations of the Downtown Parking Garage.
Operating costs and revenues have been estimated, with estimated costs and
revenues expected to be refined as we have more experience with actual op-
erations.
Approved Budget FY09 137 City of Bozeman, Montana
PARKING
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 3.75 3.75 4.75 27%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 86,530 $ 130,646 $ 229,493 $ 98,847 76%
1200 - 1299 Benefits 46,206 66,325 100,025 33,700 51%
2000 - 7599 Operating 95,166 84,370 210,939 126,569 150%
8000 - 8999 Capital 206,383 9,070,000 - (9,070,000) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 434,285 $ 9,351,341 $ - $ 540,457 $ (8,810,884) -94%
EXPENDITURES BY DIVISION
Division
3310 Parking Administration $ 303,580 $ 9,171,025 $ 119,664 $ (9,051,361) -99%
3320 Parking Operations/Enforcement 130,705 180,316 263,194 $ 82,878 46%
3330 Parking Garage Operations 157,599 $ 157,599
Total All Divisions $ 434,285 $ 9,351,341 $ - $ 540,457 $ (8,810,884) -94%
EXPENDITURES BY FUND
Fund
650 Parking Fund Enterprise $ 206,342 $ 351,341 $ - $ 540,457 $ 189,116 54%
557 Parking Garage Construction 227,943 9,000,000 - $ (9,000,000) -100%
Total All Funds $ 434,285 $ 9,351,341 $ - $ 540,457 $ (8,810,884) -94%
Approved Budget FY09 138 City of Bozeman, Montana
PARKING
___________________________________________________________
PERFORMANCE MEASURERS
* No dedicated enforcement officer/plan.
** 2nd downtown parking officer position vacant all of FY07 and most of FY08
1st downtown parking officer position vacant ¼ FY08
*** MSU parking officer position vacant for 3 months FY07. This position is only 75%
parking
Effectiveness Measurers Standard FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Downtown Parking:
Walk Downtown Parking District 2 x Daily 20%** 60%** 70%** 100%
Cover other 2 Hour Zones Weekly 25%&& 65%** 70%** 100%
MSU Parking District:
Patrol Parking District 2 x Daily 75% 65%*** 75% 75%
BHS Parking District:
Patrol Parking District 2 x Daily 10%* 10%* 10%* 10%*
Efficiency Measurers Standard FY 06
Actual FY 07
Actual FY 08
Projected
FY 09
Budgeted
Downtown Parking: ** **
Overtime citations 3,000 900 3,710 3,250 3,500
Total Citations 5,000 2,685 5,162 6,050 5,500
Total Parking Complaints:
Number of General Complaints 1,500 2,039 1,865 1,962 2,100
Number of Abandoned Complaints 900 1,022 1,119 1,020 1,200
MSU Parking District:
Parking District Citations 2,000 1,953 2,413*** 2,756 2,500
Overtime Citations 500 500 402*** 356 600
Total Citations by Parking Officer 3,500 3,863 4,264*** 4,412 4,200
BHS Parking District:
Parking District Citations 250* 249* 413* 290* 250*
Approved Budget FY09 139 City of Bozeman, Montana
PARKING
___________________________________________________________
WORKLOAD INDICATORS
* No dedicated enforcement officer/plan.
** 2nd downtown parking officer position vacant all of FY07 and most of FY08
1st downtown parking officer position vacant ¼ FY08
*** MSU parking officer position vacant for 3 months FY07
WORKLOAD INDICATOR FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Downtown Parking:
Total Citations by Parking Officer 2,685** 5,162** 6,050** 5,500
MSU Parking District:
Total Citations by Parking Officer 3,863 4,264*** 4,412 4,200
BHS Parking District:
Parking District Citations 249* 413* 290* 250*
Approved Budget FY09 140 City of Bozeman, Montana
JOINT DISPATCH (911) SERVICES
___________________________________________________________
PROGRAM DESCRIPTION
Effective July 1, 2007, this service became a County service paid for with a dedicated tax levy.
We are including it in this document so that historical information can be compared.
Approved Budget FY09 141 City of Bozeman, Montana
JOINT DISPATCH (911) SERVICES
___________________________________________________________
Effective July 1, 2007, this service became a County service paid for with a dedicated tax levy.
We are including it in this document so that historical information can be compared.
Approved Budget FY09 142 City of Bozeman, Montana
JOINT DISPATCH (911) SERVICES
___________________________________________________________
**Effective July 1, 2007, this service became a County service paide for with a dedicated tax levy.
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents
EXPENDITURES BY
Category
1000 - 1199
Salaries & Over-
time
1200 - 1299 Benefits
2000 - 7599 Operating 601,553
8000 - 8999 Capital
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Catego- $ 601,553 $ - $ - $ - $ - 0%
EXPENDITURES BY
Division
3510
911 Administra-
tion $ 601,553 $ - $ - $ - $ -
Total All Divi- $ 601,553 $ - $ - $ - $ - 0%
EXPENDITURES BY
Fund
010 General Fund $ 601,553 $ - $ - $ - $ -
Total All Funds $ 601,553 $ - $ - $ - $ - 0%
Approved Budget FY09 143 City of Bozeman, Montana
JOINT DISPATCH (911) SERVICES
___________________________________________________________
Effective July 1, 2007, this service became a County service paid for with a dedicated tax levy.
We are including it in this document so that historical information can be compared.
Approved Budget FY09 144 City of Bozeman, Montana
PUBLIC SERVICES INDEX
PUBLIC SERVICES ADMINISTRATION
PAGE 145
STREETS
153
WATER PLANT
159
WATER OPERATIONS
165
WASTEWATER OPERATIONS
170
WASTEWATER PLANT
175
SOLID WASTE COLLECTION
180
SOLID WASTE DISPOSAL
185
SOLID WASTE RECYCLING
188
VEHICLE MAINTENANCE
191
Approved Budget FY09 145 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
PROGRAM DESCRIPTION
The public service/engineering budget includes the director of public service, engineer-
ing, and snow removal.
The director of public service has oversight responsibilities for water and sewer utilities,
street maintenance, vehicle repair, solid waste utility, parks, cemetery, forestry, public
facilities, and engineering.
The engineering division provides technical engineering in the preparation, review, and
oversight in the planning, design, construction inspection and construction manage-
ment of the city’s public works facilities including water treatment and distribution,
wastewater collection and treatment, sanitary sewer and storm water collection and
treatment, streets (with appurtenant curb, gutter, sidewalk and drainage facilities), traf-
fic control facilities, solid waste, and other infrastructure projects. The division estab-
lishes and maintains current city infrastructure standards and assures compliance with
City, County, State, and Federal rules, regulations, codes and engineering standards.
The engineering division also maintains the city’s infrastructure files and records,
maps, plats, property ownership and other records; participates in the review and ap-
proval of subdivision, annexation, and zone code / development proposals for confor-
mance with established standards; performs engineering surveys; coordinates infra-
structure work with County, State, and Federal agencies; administers the EPA-
mandated wastewater pretreatment program; and administers the city’s flood plain or-
dinance, sidewalk repair and installation programs, and the sidewalk snow and weed
enforcement programs.
Approved Budget FY09 146 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
MAJOR OBJECTIVES
• To coordinate the activities of the public service department divisions.
• To establish and maintain policies, procedures and protocol for conducting the de-
partment's functions.
• To assist the city manager and administrative services director in reviewing enter-
prise funds revenue and expense forecasts for rates setting purposes.
• To provide general oversight of department activities affected by new federal and
state mandates.
• To assure the city’s long-term master plans for water, wastewater, storm water,
public lands and transportation facilities are implemented in a cost-effective man-
ner, and that all city infrastructure improvements are constructed in a quality man-
ner to provide reliable service for the public’s immediate and long-term needs.
Approved Budget FY09 147 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 8.15 8.15 8.15 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 294,366 $ 316,259 $ 330,297 $ 14,038 4%
1200 - 1299 Benefits 99,601 105,089 111,925 $ 6,836 7%
2000 - 7599 Operating 319,049 217,445 56,823 $ (160,622) -74%
8000 - 8999 Capital 2,939,896 50,000 - $ (50,000) -100%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 3,652,912 $ 688,793 $ - $ 499,045 $ (189,748) -28%
EXPENDITURES BY DIVISION
Division
4010 Public Services Administration $ 38,146 $ 41,187 $ 38,567 $ (2,620) -6%
4020 Engineering 550,668 560,075 434,906 $ (125,169) -22%
4030 Snow Removal Enforcement 14,772 14,481 24,022 $ 9,541 66%
4040 Weed Cutting Enforcement 1,151 750 750 $ - 0%
4050 Sidewalk Repair Program - 800 800 $ - 0%
4060 Sidewalk & Curb Construction 67,037 71,500 - $ (71,500) -100%
4070 S.I.D Construction 2,981,138 - - $ -
Total All Divisions $ 3,652,912 $ 688,793 $ - $ 499,045 $ (189,748) -28%
EXPENDITURES BY FUND
Fund
010 General Fund $ 604,737 $ 617,293 $ - $ 499,045 $ (118,248) -19%
500… S.I.D Construction 3,048,175 71,500 $ (71,500) -100%
Total All Funds $ 3,652,912 $ 688,793 $ - $ 499,045 $ (189,748) -28%
Approved Budget FY09 148 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
WORKLOAD INDICATORS
ENGINEERING DEPARTMENT
DETAILED 2007 WORK LOAD SUMMARY
I. CONSTRUCTION PROJECTS
PRIVATE WATER AND SEWER PROJECTS 1/1/07 TO 12/31/07
WATER (LF) SEWER (LF) $VALUE 1
1 Gallatin Center Lot 11and 12 2507 493 115,070
2 Alder Creek Ph. 4 3019 2439 193,930
3 CJ Middle School Fire Service 188 7,520
4 Kenyon Drive Booster Station N/A 400,000
5 Northern Rockies PUD Fire Service 30 1,200
6 1251 N. Rouse Fire Service 189 7,560
7 Minor Sub 162C 1310 1144 86,720
8 Overlook Condos (Thulin) 1097 1054 75,500
9 Knolls Sub. 6240 5352 410,160
10 Creekwood Sub. 8109 6312 513,720
11 Cattail Lift Station N/A 150,000
12 Bozeman Peaks Condos Fire Service 256 10,240
13 Westwinds Phase 4 707 780 51,680
14 Baxter Creek Condos 828 667 53,130
15 Owenhouse Fire Service 60 2,400
16 West Winds Condos 1226 837 74,150
17 Hall Building Fire Service 56 2,240
18 Bronze Leaf Condos 400 240 23,200
19 Stoneridge Square 4466 2782 262,100
20 Bozeman Village Senior Center 786 781 54,870
21 Rosauers Fire Service 170 6,800
22 South Towne Square 740 540 45,800
23 Oak Springs Sub. Ph. 3 3787 3416 253,960
24 Ridge Subdivision 1280 565 68,150
25 Weebees Fire Service 56 2,240
26 Vlaanderen Condos 556 510 37,540
27 Morrison Maierle Fire Service 38 1,520
28 Marsh Lab (Large Animal) Fire Service 193 7,720
29 Super 8 Motel Fire Service 148 5,920
30 Links Condos 725 848 54,440
31 Oak Springs Sub Ph. 4 2166 1728 138,480
32 Poplar Terrace 254 350 20,660
33 Kagy Crossroads Lot 2-3 Block 5 163 6,520
34 Urban Villa Condos 300 12,000
35 Hope Lutheran Fire/Domestic Service 280 11,200
36 Loyal Gardens Sub. 13482 13931 957,210
37 Urban Villa Condos Fire Services 297 11,880
38 Annie Sub. Ph. 3 168 147 11,130
39 Snowload Office Bldg Fire Service 130 0 5,200
40 Annie Street Cottages 2217 1561 135510
41 Legends Sub. Ph. 2 5425 3453 320,590
42 Baxter Springs Condos 1928 1564 124,040
43 Intermodal Facility Fire Service 22 0 880
44 Simkins Hallin Warehouse Fire Service 43 0 1,720
45 Bozeman Gateway Sub. Ph 1 & 3 6441 5615 426,090
Approved Budget FY09 149 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
46 Northside Subdivision 360 0 14,400
47 Cattail Lake Sub. 6547 5033 412,870
48 Stoneridge Square Fire Services 602 0 24,080
49 Diamond Estates Sub. No. 2 Ph. 2 & Ph. 3 16162 10081 948,910
50 Westwinds Sub. Ph. 2A & 2B 5210 4210 334,700
51 Westwinds Sub. Ph. 3 1797 1948 130,320
52 Remington Square 249 0 9,960
53 Baxter Meadows Sub. 4A 5014 2183 266,050
54 LeClair Sub. (Kenyon Drive) 350 350 24,500
55 CJ Middle School 1291 0 51,640
56 Pallisades 220 0 8,800
57 *Baxter Square Sub. Ph. 4 497 658 39,620
58 *Oak Meadows Condominiums 1921 1122 110,500
59 *Alder Creek Sub. Ph. 5 1211 715 69,890
60 *Saccocia Minor 282 555 27930
61 *Baxter Meadows Ph. 3B 2758 3098 203,260
62 *Meadow Creek Sub. Ph. 5 8994 9596 647,640
63 *Lincoln Park Condos 606 392 36,000
64 *Trout Meadows Fire Service 979 0 39,160
65 *Haggerty Lane Cottages 1008 784 63,840
66 *Traditions Sub. Ph. 2 1263 0 50,520
67 *Baxter Square Sub. Ph. 3 931 833 62,230
68 *PT Land Phase 1 1233 1844 104640
TOTAL 131968 100511 8,844,050
Total 2006 107,897 82,815 6,800,330
PUBLIC WATER AND SEWER PROJECTS 1/1/07 TO
WATER (LF) SEWER (LF) $VALUE 1
1 Sourdough Tank Cross-Connection Elimination N/A 9,680
2 WWTP Modifications N/A 2,347,555
3 2007 Water Renovations 4678 967,095
4 Hilltop Tank Re-painting N/A 333,000
5 Hyalite Transmission Main 4,356,937
TOTAL 4678 0 8,014,267
Approved Budget FY09 150 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
PRIVATE STREET AND STORM SEWER PROJECTS 1/1/07 TO 12/31/07
STREETS (LF) STORM SEWER (LF) $VALUE 1
1 Northside Subdivision 270 427 41,600
2 Overlook Condos (Thulin) 1478 110,850
3 CJ Middle School 930 750 107,250
4 Cattail Lake Sub. 6070 3164 613,450
5 South Towne Square 500 230 49,000
6 Creekwood Sub. 3050 857 271,600
7 Stoneridge Square 965 4266 285,675
8 Bozeman Village Senior Center 0 887 44,350
9 Minor Sub 162C 500 315 39,375
10 Westwinds Phase 4 1165 469 110,325
11 LeClair Sub. (Kenyon Drive) 350 26,250
12 Oak Springs Sub. Ph. 3 3558 1432 338450
13 Oak Springs Sub. Ph. 4 3471 553 287,975
14 Cottonwood Silos 391 29,325
15 Alder Creek Ph. 3 3636 1359 340,650
16 Baxter Meadows Sub. 4A 3033 1972 326,075
17 Oak Meadows Sub. 4834 1519 438,500
18 Loyal Gardens Sub. 10220 4947 1,013,850
19 Annie Sub. Ph. 3 664 49,800
20 Legends Sub. Ph. 2 5380 996 453,300
21 Baxter Springs Condos 650 66 52,050
22 Bozeman Gateway Sub. Ph 1 & 3 4918 1253 431,500
23 Westwinds Sub. Ph. 2A & 2B 4960 2258 484,900
24 Westwinds Sub. Ph. 3 1765 220 143,375
25 Highland Blvd Phase 1 Reconstruction 1842 138,150
26 Knolls Sub. 5027 2274 490,725
27 Diamond Estates Sub. No. 2 Ph. 2 & Ph. 3 17620 4428 1,542,900
28 Alder Creek Ph. 4 3100 914 278,200
29 *Saccocia Minor Sub. 682 51,150
30 Annie Street Cottages 1429 300 122,175
31 *Baxter Square Sub. Ph. 3 959 0 71,925
32 *Baxter Square Sub. Ph. 4 929 130 76,175
33 *Alder Creek Sub. Ph. 5 1275 284 109,825
34 *PT Land Phase 1 562 729 78,600
35 *Baxter Meadows Ph. 3B 5310 712 433,850
36 *Oak Meadows Condominiums 2700 0 202,500
37 *Traditions Sub. Ph. 2 1860 333 156,150
38 *Lincoln Park Condos 624 0 46,800
39 *Meadow Creek Sub. Ph. 5 7770 777 621,600
TOTAL 114447 38821 10,510,200
Total 2006 203,537 61,267 18,328,625
Location Description $Value
Griffen/Rouse Signal 200,000
Rouse/Oak Signal 200,000
Highland/Main Intersection modifications 200,000
N. 19th/Oak Improvements Intersection modifications 100,000
*Kagy/S. 7th Intersection modifications 50,000
SIGNALIZATION/INTERSECTION IMPROVEMENTS
Approved Budget FY09 151 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
PUBLIC STREET AND STORM SEWER PROJECTS 1/1/06 TO 12/31/06
STREETS (LF) STORM SEWER $VALUE 1
1 Durston Road, 7th to 19th 3900 3908 2,335,295
2 Durston Road, 19th to Fowler 5435 3610 4,441,659
3 Valley Center/N. 19th SID 675, 676, 677 8394 3,887,412
4 Babcock Street SID 683 4960 3260 3,118,477
TOTAL 22689 10778 13,782,843
1 Unless actual costs are known, projects are valued at $40/LF for water, $30/LF for sewer, $75/LF for
streets, and $50/LF for storm sewer
* Plan review only - project not under construction
Page 3
CITY OF BOZEMAN STREET IMPROVEMENTS/MAINTENANCE
Work Description Final Cost
2007 Street Improvements $287,945
Mill/overlay portions of S. Willson, S.
S. Grand, Langhor Ave., and Erwin
Chip seal 3.4 miles, NW quandrant
SIDEWALKS / CURBCUTS / WEEDS / MISC.
1 Misc. Curbcut/Sidewalk Permits
2 2007 Weed/Sidewalk Obstruction Enforcement: 66 Notifications, 9 Enforcement Actions Taken
3 Traffic Calming Investigations:
New Holland
N. Wallace Ave.
Brentwood Sub.
S. Tracy Ave.
4 Encroachment Permits Processed: 35
5 Street Cut Permits Processed: 38
Permit Fee Total: $2,150
Degradation Fee $21,384.97
Approved Budget FY09 152 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
II SERVICE CONTRACTS OVERSIGHT
PROJECT ENGINEER FEE EST. COMP.
*******************WATER &
1 Water Renovations Surveying MM $16,192 2008
2 Hyalite Trans. Main MM $837,434 2007
3 WWTP Roofing Think One $17,536 2007
4 WWTP Upgrade HDR/MM $3,855,351 2009
$4,726,513
***************STREET/TRANSPORTATION/
5 W. Babcock Improve. (Design/Con) MM $542,617 2007
6 Durston Road - 7th to 19th HKM $420,618 2007
7 Valley Center/N. 19th SID TD&H $813,406 2007
8 Durston R/W Acq. Various $224,003 2007
9 Durston Road SID (Design/Con) MM $718,216 2007
10 Stormwater Facility Plan HDR $194,600 2007
11 Kagy Slump Allied $10,327 2007
12 Trans. Plan Update RPA $225,670 2008
13 Mandeville Farm Sub. Great West $218,671 2008
$3,368,128
********************LANDFILL***********************
14 Gas/Groundwater Monitoring, Tetratech $33,608 On going
Well Abandoment, Gas Control
15 Landfill Closure Plan Great West $60,000 2008
$93,608
2007 TOTAL SERVICE CON- $8,188,249
2006 Total Service Contracts $4,847,295
Approved Budget FY09 153 City of Bozeman, Montana
STREETS
___________________________________________________________
PROGRAM DESCRIPTION
STREET MAINTENANCE FUND:
The street maintenance district division accounts for the expenditure of special assess-
ments on property in the city for the repair and upkeep of the city's streets.
Section 7-12-4401 MCA authorizes the city to create street maintenance districts for
the purpose of maintaining its streets, alleys, and other public places.
The maintenance districts were first created during fiscal year 1990-91. Each year, as-
sessments are levied on each piece of property within the city limits. The assessments
are placed on the property owners' SID notices each year. The collections in Novem-
ber and May provide the revenues for the street maintenance district program. Any
unexpended balance will be available for reappropriation next fiscal year.
The assessment for the costs and expenses incurred in maintaining streets, alleys, and
other public places within the maintenance district is assessed against each lot or par-
cel within the district for that part of the cost which its assessable area bears to the as-
sessable area of the entire district, exclusive of streets, avenues, alleys, and public
places.
GAS TAX FUND:
The gas tax division accounts for the expenditure of the city's share of state collected
gas tax funds allocated to the city by the Montana Department of Transportation.
Section 15-70-101 MCA provides that the Montana Department of Transportation shall
allocate gas tax revenues to cities, towns, and counties. One-half of the city's alloca-
tion is based on population and one-half is based on street and alley mileage.
The funds may be used only for construction, reconstruction, maintenance, and repair
of streets and alleys. The funds may not be used for equipment purchases.
The goal of the street maintenance division is to help provide for a network of safe
roadways for the traveling public. To provide access to desired destinations such as
emergency services, schools, employment, shopping, community services, or other
facilities in a quick, convenient, safe and comfortable manner for all population groups
in the community with a minimum of harmful effects on the environment.
Approved Budget FY09 154 City of Bozeman, Montana
STREETS
___________________________________________________________
MAJOR OBJECTIVES
• To implement an efficient pavement management plan, which would help develop yearly mainte-
nance programs for failing street infrastructure.
• To develop and design efficient truck by-pass routes and effective arterial and collector street net-
works for moving traffic through the city.
• To maintain streets and alley right-of-ways to allow traffic to move in a safe and prudent manner.
• To improve the quality of summer and winter street maintenance work to resolve traffic congestion
and vehicle movements by implementing better street routing and signalization procedures.
• Continued use of alternative fuels such as Biodiesel and Ethanol in our fleet.
• Institute a city wide curb replacement program with assistance from the Engineering Dept.
• Expand our cooperative efforts with the County Road Department.
Approved Budget FY09 155 City of Bozeman, Montana
STREETS
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 15.62 15.62 17.62 13%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 706,489 $ 767,001 $ 744,254 $ (22,747) -3%
1200 - 1299 Benefits 263,575 259,306 302,927 43,621 17%
2000 - 7599 Operating 1,377,601 1,160,794 1,319,998 159,204 14%
8000 - 8999 Capital 3,037,158 2,161,000 7,466,900 5,305,900 246%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers 496,393 30,515 30,515 - 0%
Total All Categories $ 5,881,216 $ 4,378,616 $ - $ 9,864,594 $ 5,485,978 125%
EXPENDITURES BY DIVISION
Division
4110 Street Operations $ 2,289,497 $ 3,345,886 $ 8,857,792 $ 5,511,906 165%
4120 Street Maintenance 644,951 725,745 677,607 $ (48,138) -7%
4130 Street Construction 2,563,078 30,515 30,515 $ - 0%
4140 Snow & Ice Removal - - $ -
4150 Street Lighting 353,598 208,000 208,000 $ - 0%
4171 Traffic Signs & Markers 30,092 68,470 90,680 $ 22,210 32%
Total All Divisions $ 5,881,216 $ 4,378,616 $ - $ 9,864,594 $ 5,485,978 125%
EXPENDITURES BY FUND
Fund
010 General Fund $ - $ 30,515 $ - $ 30,515 $ - 0%
108 Community Transportation $ 181,718 $ 30,515 $ 30,515 $ - 0%
109 Highway Safety Improvement Projects $ - $ 19,000 $ 19,000 $ - 0%
110 Gas Tax Fund 580,339 610,500 616,500 $ 6,000 1%
111 Street Maintenance District 1,734,483 2,078,086 2,118,064 $ 39,978 2%
114 Street Impact Fees 710,914 1,460,000 6,900,000 $ 5,440,000 373%
146…201 Lighting Districts 292,402 150,000 150,000 $ - 0%
500…599 Construction Projects 2,381,360 - $ - 0%
Total All Funds $ 5,881,216 $ 4,378,616 $ - $ 9,864,594 $ 5,485,978 125%
Approved Budget FY09 156 City of Bozeman, Montana
STREETS
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Overlay project (Babcock, 8th-Church) $300,000
• Purchase of Flex Fuel vehicle (replacement) $ 26,000
• Construction of sand storage shed $ 83,200
• Thermo Plastic land markings $ 10,000
• Lease of additional Street Sweeper $ 25,000
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Continue sidewalk repair and replacement program
• Increase use of alternative fuels
• Decrease time to plow all City streets.
• Continue pro-active pothole patching program to repair pavement defects before they happen.
• Improve quality of discharge into Bozeman Creek
• Continue sharing of equipment between departments so as to utilize seasonal equipment year round.
• Repairing and improving of medians and boulevards.
• Mill and overlay downtown alleys
• Start a bike lane sweeping route and schedule
Approved Budget FY09 157 City of Bozeman, Montana
STREETS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09
Budgeted
Percentage of Pothole Repairs still holding 6
months later:
Summer Patches (Target 90%)
Winter Patches (Target 50%)
90%
50%
90%
30%
90%
30%
90%
30%
95%
40%
Percentage of citizen-called-in Pot holes re-
paired within: (Target 7 working days)
90%
100%
100%
100%
100%
Percentage that find ease of travel by:
Car
Bicycle
Walking
100=Excell
0=poor.
By Survey
36%
42%
59%
n/a
n/a
n/a
40%
44%
61%
45%
45%
65%
Percentage of Snow Routes completed (Target
– Plowed & Sanded within 4 hours of notification
– 5 person crew
Arterial and Collector Routes
Commercial Route
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Percentage of Residential Streets completed
(Target – Plowed & Sanded 56 hours after
snowfall ceases – 5-person crew/16 hr. shifts
100%
50%
75%
80%
100%
Respond to emergency calls within 1 hour of
notification (weekdays)
100%
100%
100%
100%
100%
Percentage of ROW mowing completed within 3
weeks of startup (Target 100% initial mowing)
100%
80%
85%
90%
90%
Percentage of citizens rating street cleanliness
as satisfactory (Target 90% - Results of Survey) 100=Excell
0=poor
50%
n/a
47%
60%
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09
Budgeted
Labor hours per pothole repair (Target) <.50
.50
.60
.55
.60
.50
Repair pot holes & Other Road Hazards – Tar-
get
Repair Pothole > 3” deep & 6” wide within 2
working days of notification
Repair Pothole < 3” deep & 6” wide within 7
working days of notification
2
7
2
8
2
7
2
7
2
5
Shoulder blocks of Right-of-way mowed per day
(Target 20 – 25)
20-25
22
22
22
23
Alley blocks cleared of brush & debris per day
(target 15-20 w/3-person crew)
15-20
20
20
20
20
Graveled streets graded
Target 1.0 labor-hours/1,000 lineal Feet or 1,000
lineal Feet per hour
1,000
900
900
900
900
Alley blocks graded and surface material placed
per day (Target 8-10/grader)
8-10
10
12
12
12
Crack sealing of asphalt streets – lineal feet per
labor hour (Target 80-90)
80-90
87
100
100
100
Curb miles of streets swept per day (Target 35-
40/sweeper)
35-40
38
40
50
50
Streets plowed and sanded
(Target 1.75 labor-hours/lane mile or 14 lane-
miles /hr. [normal snowfall]
(Target 1.25 labor-hours/lane mile or 10 lane-
miles /hr. [heavy snowfall]
14
10
14.5
10.5
14.5
10.5
14.5
10.5
15
11
Approved Budget FY09 158 City of Bozeman, Montana
STREETS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Street & Alley Mileage 197 229 235 240
Lineal Feet of Curb Replaced 737 750 800 800
# of Wheelchair Ramps Installed 13 4 10 10
Miles Chip Sealed 5.7 3.8 3.42 0
Miles Paved (Includes Asphalt Millings) 1.2 1.9 1.6 1.5
Miles Graveled 3 3 3 3
Miles of Street Milling 1.2 1.9 3.4 1.5
Lbs of Crack Sealer Used 3750 4320 4000 4000
# of Signs Installed 756 652 650 700
Lane Miles Painted 35 40 42 45
Lane Miles Plowed and Sanded 985 1000 1020 1100
Miles of Crosswalks Painted 1.3 7.5 7.5 7.5
Miles of Crosswalk Tape Applied 252 lf 200 lf 200 lf 200 lf
Miles of Yellow Curb Painted 15 10.2 15 15
Number of Storm Inlets Maintained 5350 5350 5500 5500
Number of Storm Manholes Maintained 348 348 356 364
Curb Miles of Streets Swept 9850 10000 10000 10500
Signal Lights Maintained 60 62 66 68
Flashing Yellow Lights Maintained 17 26 32 32
Tons of Brush Collected 58* 84 84 84
Tons of Leaves Collected 900 885 970 1000
Frequency of Residential Streets Swept 2 2 2 2
Street Closures for Special Events 22 15 15 15
Miles of Creek Maintained 1 1 1 1
Miles of Sidewalk Plowed 2 2 2 2
Approved Budget FY09 159 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
PROGRAM DESCRIPTION
The water plant budget unit accounts for the costs associated with maintaining a quality drinking water
supply for the City of Bozeman. The City of Bozeman has two treatment plants: The 15 MGD Sour-
dough Plant and the 1.5 MGD Lyman Creek Plant.
The Sourdough WTP was completed in 1983 and had a rated capacity of ten million gallons per day.
The water plant was expanded during FY-93 to add an additional five million gallons per day for a total
capacity of 15 million gallons per day.
Major operating expenses of the water plants include staffing, maintenance, chemicals and utilities. The
plants are operated 24 hours per day, 365 days per year. There are 5 operators, 1 lead worker, 2 fore-
persons and a superintendent as of FY-07.
The WTP operators are also responsible for all monitoring of the drinking water in the distribution system
in accordence the Safe Drinking Water Act. This job requires one operator a minimum of 6 hours per
day, 7 days per week. More than 10,000 water quality test are run annually. A significant increase in
sample collecting is anticipated due to the requirements of the Long Term 2 Enhanced Surface Water
Treatment Rule, and the Stage 2 Disinfectants/Disinfectants Byproducts Rule.
A corrosion control building and system to halt lead and copper corrosion in the distribution system was
completed in 1998. A new sludge drying bed to replace older inadequate beds was completed in 1998.
The new Hyalite raw water intake, pipeline, and connection building was completed in FY07. The Hilltop
Tank painting project is anticipated to be completed in June 2008.
Design and piloting of a 22 million gallon per day membrane filtration plant is scheduled to start in FY-
09.
The Lyman Creek WTP underwent a 2.6 million dollar upgrade in 2003-04, which included a roof and a
liner for the 5 million gallon reservoir, a new building for chlorine and fluoride addition, radon removal,
and an effluent water quality monitoring building. The system was put on-line June 1st of 2004. The
Lyman Creek production expansion CIP is scheduled for FY09.
In August of 2000 the Reservoir Division was switched from Water Operations to WTP; this includes:
A. Lyman Creek
1. Water plant
2. 5 million gallon reservoir
3. Watershed
4. Raw water transmission lines
B. Sourdough (Bozeman) Creek
1. Watershed
2. Diversion structure
3. Raw water transmission line
C. Hyalite Creek
1. Watershed
2. Diversion structure
3. Raw water transmission line
D. Hilltop 2 million gallon reservoir
E. Sourdough 4 million gallon reservoir
F. 3 certified Water System Operators
Approved Budget FY09 160 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
MAJOR OBJECTIVES
Mission: to protect the public health through optimization of the Sourdough Creek
and Lyman Creek Water Treatment Plants.
• To maintain high-quality drinking water of low turbidity, void of contaminants.
• To meet the water supply demands of the city of Bozeman.
• Monitor and maintain water treatment plant facilities to insure current needs are met
and to anticipate future water quality and quantity needs.
Approved Budget FY09 161 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 9.27 9.27 9.27 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 441,248 $ 428,978 $ 479,868 $ 50,890 12%
1200 - 1299 Benefits 166,739 158,361 175,862 17,501 11%
2000 - 7599 Operating 2,237,618 1,205,947 750,000 1,132,308 (823,639) -42%
8000 - 8999 Capital 404,161 1,001,000 700,000 1,650,000 (51,000) -3%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 3,249,766 $ 2,794,286 $ 1,450,000 $ 3,438,038 $ (806,248) -19%
EXPENDITURES BY DIVISION
Division
4610 WTP Operations $ 1,687,492 $ 1,961,286 $ 700,000 $ 2,788,038 $ 126,752 5%
4620 WTP Construction 1,562,274 833,000 750,000 650,000 $ (933,000) -59%
Total All Divisions $ 3,249,766 $ 2,794,286 $ 1,450,000 $ 3,438,038 $ (806,248) -19%
EXPENDITURES BY FUND
Fund
600 Water Fund $ 3,249,766 $ 1,961,286 $ 1,450,000 $ 2,788,038 $ (623,248) -18%
610 Water Impact Fees - 833,000 650,000 $ (183,000) -22%
Total All Funds $ 3,249,766 $ 2,794,286 $ 1,450,000 $ 3,438,038 $ (806,248) -19%
Approved Budget FY09 162 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Membrane Plant design $1,500,000
• Lyman groundwater system expansion $ 700,000
• Sourdough Tank maintenance $ 200,000
• Water Conservation $ 50,000
• Laboratory Testing $ 25,000
• Turbidimeter replacements $ 11,000
• Replace windows in the WTP house $ 10,000
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Provide adequate quantity and quality water with zero State or Federal violations to
our customers
• Continue implementing the Water Facility Plan
• Continue to optimize the Lyman Creek Water Treatment Plant
• Continue to optimize the Sourdough Water Treatment Plant
• Replace 4 of 12 filter effluent turbidimeters
• Continue our weed control program at the water tanks diversions, and plants
• Continue the necessary sampling/lab work to meet the requirements of the Long
Term 2 Enhanced Surface Water Treatment Rule
• Expand the capacity of the Lyman groundwater system
• Implement a water conservation program
• Complete maintenance project on Sourdough Tank
• Start design and piloting for 22 Million Gallon Per Day membrane plant
• Replace the windows in the WTP house with more efficient units
Approved Budget FY09 163 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09
Budgeted
Provide adequate drinking and fire fighting
water in reserve tanks:
Requires 40% tank reserves
100%
100%
100%
100%
100/%
Maintain fluoride level in distribution system
between .85 and 1.25 PPM daily average
100%
99%
92%
95%
100 %
Maintain chlorine residual according to EPA
requirements for inactivate Giardia cysts
100% 100%
100%
100%
100%
Optimize water quality by maintaining lowest
possible WTP effluent NTU:
(state requirement < .3 NTU)
WTP daily average (WTP Goal = < 0.11)
WTP High daily individual filter (WTP Goal = < 0.21)
100%
98%
98%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Unscheduled repair/maintenance completed
within 2 weeks (dependent on vendor schedule)
number if items not completed: 100% 0 100% 1 100%
Scheduled repair/maintenance completed
within 7 days
95%
96%
95%
97%
100%
Maintain operator certification 10hrs training/yr 100% 100% 100% 100% 100%
Sample and test distribution system water quality
per state and federal requirements:
10,000 readings/tests per year
100%
100%
100%
100%
100%
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
$’s/million gallons of water treated
(Highly dependent upon the weather)
$629
$672
$748
$730
Plant capacity per day 15 million gallons
Maximum water demand per day
gallons
11,954,000
11,713,,000
11,714,000
13,000,000
Average water demand per day gallons 5,277,000 5,362,000 5,441,000
5,523,000
Total water demand per year
gallons
1,926,000,000
1,957,000,000
1,986,000,000
2,016,000,000
Approved Budget FY09 164 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
WORKLOAD INDICATORS
Continuous Monitoring Includes: 1) WTP Influent & Effluent Flow rate; 2) Filters #1 - #12 Effluent Turbidity; 3) WTP
Effluent Turbidity; 4) WTP Chlorine Residual; 5) First Service Chlorine Residual; 6) Raw Water Flow Rate; 7) Raw
Water Turbidity; 8) 2 MG + 4 MG Water Tank Levels; 9) Clear Well Level; 10) Coagulant and Coagulant Aid
(Chemical Dosages); 11) Effluent pH Level; 12) Lyman Influent & Effluent Flow Rate; 13) Lyman Reservoir Inlet
Chlorine Residual: 14) Lyman Reservoir Outlet Chlorine Residual; 15) Lyman Influent Turbidity; 16) Lyman Reser-
voir Level.
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Estimate of Average Hours per Day of:
Plant Operation 22.7 23.0 23.6 24.0
Laboratory Analysis & Collection 5.0 5.0 5.4 6.0
Monitor Water Quality: Sourdough &
Lyman Creek WTP’s. 24.0 24.0 24.0 24.0
Diversion & Reservoir Monitoring 2.9 3.0 3.8 4.0
Approved Budget FY09 165 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
PROGRAM DESCRIPTION
The water operations budget unit accounts for the costs associated with operation and
maintaining the city's water transmission and distribution system.
The water operations division is responsible for locating, maintenance and repair of
existing water lines and appurtenances, overseeing installation of new lines, and read-
ing all meters monthly.
The division maintains the entire water distribution system, ever mindful of its integrity
and serviceability while maintaining potable water through this system.
Approved Budget FY09 166 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
MAJOR OBJECTIVES
• To maintain and locate the City's water distribution system including mains, fire hy-
drants, valves, meters, raw water transmission mains, and pressure reducing vaults.
• To repair and replace water infrastructure as needed: hydrants, mains, valves, etc.
• To inspect all new infrastructure following installation prior to acceptance.
• Maintain a valve replacement program for leaky or inoperative valves.
• Maintain a Valve Exercise Program – operating approximately 50% of all valves annu-
ally.
• Maintain an effective water main directional flushing program in conjunction with a fire
hydrant operation.
• To flush 25% of all fire hydrants annually.
• To inspect all new water service installations in a timely manner.
• To replace service lines as needed.
• To continue a curb stop verification and serviceability program for customer service
lines.
• To accurately read all meters monthly.
• To resolve meter reading problems on a timely basis.
• To institute and maintain a Backflow prevention and testing program.
• To respond to water distribution problems 24 hours a day 7 days a week.
• To develop and maintain a comprehensive and cost effective security system for our
water distribution system.
• To respond to all locate requests in a timely manner and accurately locate all water in-
frastructure
Approved Budget FY09 167 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 14.62 15.62 16.62 6%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 615,123 $ 637,046 $ 804,106 $ 167,060 26%
1200 - 1299 Benefits 244,492 248,806 315,518 66,712 27%
2000 - 7599 Operating 6,761,876 858,257 990,084 131,827 15%
8000 - 8999 Capital 396,352 1,149,000 1,473,000 324,000 28%
9000 - 9699 Debt Service 497,668 92,957 92,958 1 0%
9900 - 9999 Transfers
Total All Categories $ 8,515,511 $ 2,986,066 $ - $ 3,675,666 $ 689,600 23%
EXPENDITURES BY DIVISION
Division
5010 Water Operations $ 2,159,814 $ 2,647,979 $ 3,295,695 $ 647,716 24%
5020 Utility Locates 46,594 16,294 16,548 $ 254 2%
5030 Water Services 23,716 35,000 35,000 $ - 0%
5040 Water Construction 5,899,163 - $ -
5050 Reserviors 38,238 - $ -
5060 Meter Reading 283,640 246,293 275,423 $ 29,130 12%
5070 Hydrants 26,166 25,000 37,500 $ 12,500 50%
5080 Water Valves 3,628 8,000 8,000 $ - 0%
5090 Main Repairs 34,552 7,500 7,500 $ - 0%
Total All Divisions $ 8,515,511 $ 2,986,066 $ - $ 3,675,666 $ 689,600 23%
EXPENDITURES BY FUND
Fund
600 Water Fund $ 8,421,126 $ 2,986,066 $ - $ 3,675,666 $ 689,600 23%
610 Water Impact Fees 94,385 - - $ -
Total All Funds $ 8,515,511 $ 2,986,066 $ - $ 3,675,666 $ 689,600 23%
Approved Budget FY09 168 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Repair main breaks/leaks within four hours of
discovery 100% (5) 100% (8) 100% (6) 100% (6) 100%
Operate every valve
100% 90% 50%
2,200 50%
2,200 50%
2,200
Operate every Fire Hydrant (recommended bi-
annually) 100% 20% 20%
430 20%
430 20%
430
Flush every main (recommended annually) 100% 20% 20% 20% 20%
Read every meter once per month 100% 100% 100% 100% 100%
Damage to other utilities 0 0 0 0
New Water Service Inspections 2 Hr X 1 with 4
hr Response 90% 90%
392 90%
400 90%
400
Efficiency Measurers
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
MH cost per hydrant flow
(6 hyds x 2 men per hr) Per Hydrant + Material (450) $8.79 (450) $9.14 (450) $9.50 (450) $9.88
MH cost per hydrant replace
(3 men x 7 hrs) Per Hydrant + Material (7)
$2,455.02 (2)
$2,100.00 (5)
$2,540.94 (10)
$2,629.87
MH cost per hydrant repair
(2 men x 3 hrs) Per Hydrant + Material (8) $263.25 (15)
$1181.00 (20)
$1,000.00 (20)
$1,000.00
MH cost per valve op. Area
(2 men x 14 hrs) $744.45 $774.45 $780.00 $807.00
MH cost per curb box repair
(2 men x hrs) + Material (156)
$141.71 (180)
$148.00 (180)
$153.00 (190)
$158.00
MH cost per water service repair
(3 men x 6 hrs) + Material (13) $836.00 (14)
$1,297.00 (15)
$1,342.00 (15)
$1,388.00
MH cost per water main repair/break
(4 men x 7 hrs) + Material (9)
$1.581.00 (9)
$2,834.62 (10)
$3,000.00 (10)
$3,100.00
MH cost per renewed water service
(3 men x 6 hrs) + Material (3)
$1,225.37 (3)
$3,661.00 (9)
$2,000.00 (12)
$2,000.00
Inspect water servicet within 2 hr call $75.00 $78.00 $80.00 $83.00
2 Man X 1 Hr. X452 X392 X400 X400
Approved Budget FY09 169 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
New Service Main Taps 76 79 65 60
Renewal Service Installations 3 3 9 12
Meter Replacement/Repair 844 663 650 650
Valve Operation 90% 70% 70% 70%
One-Call Location Request 5,332 5,181 5,200 5,300
Hydrant Flushing 25% 25% 25% 25%
Hydrant Replacement 7 2 5 10
New Water Service Line Inspections 452 392 400 400
Water Main Repairs 9 2 8 10
Fire Hydrant Repairs 8 15 20 20
Water Main Valves Replaced 3 5 8 8
Water Main Valve Box Repairs 40 40 45 45
Water Service Line Repairs 13 14 15 15
Curb Box Repairs 156 180 180 190
Water Main Breaks 5 8 6 6
Approved Budget FY09 170 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
PROGRAM DESCRIPTION
The wastewater operations budget unit accounts for the costs associated with provid-
ing and maintaining a wastewater collection system for the city.
The wastewater operations division maintains a program of inspecting, cleaning, root
cutting, repairing sanitary sewer mains, manholes, and tapping for new wastewater
stubs.
The wastewater operations division is responsible for maintaining the city’s 6 sanitary
sewer lift stations.
The television inspection division maintains a program of inspecting all new sanitary
sewer infrastructure to be accepted by the City of Bozeman. This division inspects ex-
isting infrastructure to determine deficiencies and recommend repairs and prioritize
capital improvements. This enables us to minimize emergency callouts and customer
service problems.
Approved Budget FY09 171 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
MAJOR OBJECTIVES
• To adequately maintain and locate the City's wastewater system including man-
holes, wastewater collection and transmission systems, and lift stations.
• To flush our entire collection system annually, minimizing stoppages.
• To televise the existing sewer infrastructure to determine problems and the overall
condition of sewer mains. This enables us to make needed repairs in a timely man-
ner and prioritize renovation projects funded through CIP.
• To control sewer main root intrusion with an aggressive root cutting program.
• To repair breakdowns in mains.
• To rebuild/replace manholes as needed.
• To televise and inspect all new infrastructure following installation prior to accep-
tance.
• To replace service lines as required due to deficiencies caused by age, roots, etc.
• To tap new service lines for contractor installation.
• To respond to sanitary sewer problems 24 hours a day 7 days a week.
• To respond to all locate requests in a timely manner and accurately locate all sani-
tary and storm sewer infrastructure
Approved Budget FY09 172 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 9.25 10.25 11.25 10%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 308,355 $ 408,840 $ 388,451 $ (20,389) -5%
1200 - 1299 Benefits 113,713 129,744 158,146 28,402 22%
2000 - 7599 Operating 4,519,662 577,027 724,583 147,556 26%
8000 - 8999 Capital 69,515 1,593,400 196,000 793,400 (996,000) -56%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers 343,770 -
Total All Categories $ 5,355,015 $ 2,709,011 $ 196,000 $ 2,064,580 $ (840,431) -29%
EXPENDITURES BY DIVISION
Division
5210 Wastewater Operations $ 1,558,634 $ 2,657,063 $ 196,000 $ 2,001,632 $ (851,431) -30%
5220 Utility Locates 5,856 4,348 4,348 $ - 0%
5230 Wastewater Services 3,664 8,000 8,000 $ - 0%
5240 Wastewater Construction 3,755,587 - $ -
5250 Manholes 20,871 25,000 34,600 $ 9,600 38%
5260 Televising 1,911 6,600 8,000 $ 1,400 21%
5280 Main Repairs 8,492 8,000 8,000 $ - 0%
Total All Divisions $ 5,355,015 $ 2,709,011 $ 196,000 $ 2,064,580 $ (840,431) -29%
EXPENDITURES BY FUND
Fund
620 Wastewater Fund $ 4,602,866 $ 1,965,611 $ 196,000 $ 1,271,180 $ (890,431) -41%
630 Wastewater Impact Fees 449,492 743,400 793,400 $ 50,000 7%
625 Wastewater EPA Grant 302,657 - $ -
Total All Funds $ 5,355,015 $ 2,709,011 $ 196,000 $ 2,064,580 $ (840,431) -29%
Approved Budget FY09 173 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Flush every main in city
(trunk line not included)
Once/year 137 Miles 95 Miles 110 Miles 115 Miles
Root cut affected mains in city
(do not root cut PVC only root cut in areas
with large trees)
Once/year 39 Miles 32.6 Miles 31 Miles 31 Miles
Respond to sewer backup calls
(normally on scene within 30 minutes)
Within 30
Min 8 Calls
100% 10 Calls
100% 10 Calls
100% 10 Calls
100%
Install new service within 10 working days
(dependent on owner readiness)
100% 29
100% 37
100% 30
100% 30
100%
TV inspection of new mains prior to
acceptance (we will televise all our new
infrastructure to determine the quality of
installation)
100% 10 Miles
100% 19 Miles
100% 8 Miles
100% 10 Miles
100%
Efficiency Measurers Standard FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
MH cost per sewer repair
(3 men x 7 hrs)
15
$870.00 4
$775.00 25
$800.00 35
$828.00
MH cost per new sewer tap
(2 men x 1 hr)
29
$334.00 37
$251.00 30
$260.00 35
$270.00
MH cost per manhole repair
(2 men x 12 hrs + Material)
8
$576.45 6
$605.27 8
$620.00 8
$641.00
MH cost per sewer backup call
(2men x 2 hrs)
8
$94.68 10
$94.68 10
$101.00 10
$104.53
Approved Budget FY09 174 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Main Line Flushing
101 Miles 95 Miles 110 Miles 115 Miles
Manhole Inspection (ring/lid/steps)
100 % 100 % 100 % 100%
Main Line Root Cutting
39 Miles 32.6 Miles 31 Miles 31 Miles
Main Line Inspection TV
10 Miles 2.6 Miles 20 Miles 30 Miles
Manhole Ring Replacement/Overlay Project
15 15 15 18
New Infrastructure TV
10 Miles 19 Miles 8 Miles 10 Miles
Sewer Manhole Repairs 8 6 8 8
Main Line Repairs 15 4 25 35
New Service Taps 29 37 30 35
One Call Location Requests 5,332 5,181 5,200 5,300
Approved Budget FY09 175 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
PROGRAM DESCRIPTION
The wastewater plant budget accounts for the costs associated with the treatment of
the City’s domestic, commercial, and industrial wastewater. The Bozeman Wastewater
Treatment Plant (WWTP) is an award-winning facility that serves to protect and en-
hance the water quality of the East Gallatin River.
The purpose of the wastewater treatment facility is to ensure continued environmental
compliance by discharging thoroughly treated effluent that meets or exceeds all State
and Federal environmental standards. Through its beneficial reuse program, the
Bozeman WWTP also maintains compliance with EPA Part 503 Biosolids regulations.
All plant biosolids are thoroughly digested and then land applied as a beneficial fertil-
izer.
As identified in the City’s 2007 Wastewater Facilities Plan, the Bozeman WWTP is
scheduled to undergo a significant expansion and technology upgrade over the next 3
years to keep pace with the growing demand for wastewater services in our commu-
nity. Whenever possible these plant improvements will be funded, in part, by matching
grants from the U.S. Environmental Protection Agency and through wastewater impact
fees. The City currently has no outstanding indebtedness related to the wastewater
treatment plant.
MAJOR OBJECTIVES
• To protect and enhance the water quality of the East Gallatin River.
• To consistently achieve full compliance with all aspects of the City’s Montana Pol-
lutant Discharge Elimination System (MPDES) permit administered by the State De-
partment of Environmental Quality.
• To maintain the mechanical reliability of the wastewater treatment facility to ensure
uninterrupted operations.
• To optimize the operational reliability of the wastewater treatment facility.
• To comply with all EPA 503 Biosolids land application requirements and regula-
tions.
• To minimize unpleasant odors.
Approved Budget FY09 176 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents 14.87 14.87 15.87 7%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 623,206 $ 683,613 $ 769,858 $ 86,245 13%
1200 - 1299 Benefits 236,232 246,717 294,301 47,584 19%
2000 - 7599 Operating 1,575,177 1,096,545 1,611,197 514,652 47%
8000 - 8999 Capital 263,792 410,000 1,200,000 11,482,500 9,872,500 613%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 2,698,407 $ 2,436,875 $ 1,200,000 $ 14,157,856 $10,520,981 289%
EXPENDITURES BY DIVISION
Division
5610 Facility Operations $ 1,668,635 $ 1,967,829 $ 1,932,011 $ (35,818) -2%
5620 Laboratory 149,453 158,805 241,309 $ 82,504 52%
5630 Sludge Injection 66,824 310,241 54,536
$
(255,705) -82%
5640 Pretreatment 7,669 - - $ -
5650 WRF Construction 805,826 - 1,200,000 11,930,000 $10,730,000 894%
Total All Divisions $ 2,698,407 $ 2,436,875 $ 1,200,000 $ 14,157,856 $10,520,981 289%
EXPENDITURES BY FUND
Fund
620 Wastewater Fund $ 2,189,771 $ 2,436,875 $ 1,200,000 $ 9,777,856 $10,520,981 289%
630 Wastewater Impact Fees - 4,380,000 $ - 100%
625 Wastewater EPA Grant 508,636 - $ - 0%
Total All Funds $ 2,698,407 $ 2,436,875 $ 1,200,000 $ 14,157,856 $10,520,981 289%
Approved Budget FY09 177 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Complete Engineering Design for Phase 1 / New BNR facility. Carry-over of
FY08 funds
• Award a major contract for the construction of the new BNR facility. $6,154,000
(8 months)
• HDR / MMI Construction Management / Project Inspection Contract $496,000
• Purchase a new automated laboratory flow-through injection apparatus
to enable on-site analysis of TKN, TN and TP. $48,500
• Replace one existing Moyno sludge pump with a new rotary lobe pump $26,500
FY 09 ANTICIPATED ACCOMPLISHMENTS
Design of the City’s new BNR facility will be completed by September 2008 and a major con-
struction contract will be awarded by November 2008. Contractor mobilization and the initial on
-set of this huge construction project will be the largest capital expense for FY09. The City’s
new BNR facility will include a new plant headworks, vortex grit removal, a new primary efflu-
ent pumping station, two BNR reactor basins, an anaerobic digester, standby emergency
power, and UV disinfection.
During FY09 the plant laboratory staff is planning to purchase and install a new automated flow
-through injection apparatus (Lachat Automated Spectrophotometer) which will enable the
Bozeman wastewater plant to perform Total Kjeldahl Nitrogen, Total Nitrogen, Total Phospho-
rus and many other analytical tests in-house. This laboratory apparatus was recommended in
the BNR pre-design report prepared by HDR and MMI. It will become an essential tool for ana-
lytical testing when the new BNR facility goes on line.
During FY09 the plant maintenance staff is planning to purchase and install one new rotary
lobe sludge pump to replace our aging and obsolete Moyno sludge pump. This new pump will
be installed in the basement of the digester building where digested sludge is transferred to
our sludge holding lagoons.
Throughout the coming year the entire plant staff will be engaged in construction management
activities.
The coordination of a wastewater expansion project of this magnitude will require constant in-
teraction with the general contractor, tailgate meetings with foremen from a variety of industry
trades, and weekly construction meetings with HDR and Morrison & Maierle Engineering.
Approved Budget FY09 178 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Design
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Meet final effluent discharge permit parameters
for pH
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for Ammonia Nitrogen
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for Fecal Coliform and E. Coli
100%
99.2%
98.5%
100%
100%
Meet final effluent discharge permit parameters
for CBOD 5
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for TSS
100%
100%
100%
100%
100%
% CBOD 5 removal (% of carbonaceous bio-
chemical oxygen demand removed is a meas-
ure of the effectiveness of the plant) 85% 97% 97% 97% 97%
% of total suspended solids removed 85% 97% 96% 96% 96%
% of Acute Whole Effluent Toxicity Tests
passed on final effluent
100%
100%
100%
100%
100%
Number of Plant Bypasses 0 0 0 0 0
Meet EPA’s Part 503 Biosolids Regulations 100% 100% 100% 100% 100%
Efficiency Measurers
Design
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Million gallons of wastewater flow treated per
day (MGD)
5.78
5.26
5.65
5.70
5.80
Total gallons of wastewater flow treated per
fiscal year (MG) 2,110
1,919 2,062 2,081 2,117
CBOD Plant Loading (lbs/day)
8,580 9,972 11,533 11,700 12,200
TSS Plant Loading (lbs/day)
7,220 10,426 11,151 11,500 12,000
CBOD Total lbs removed per day 7,293 9,673 11,187 11,349 11,834
TSS Total lbs removed per day 6,137 10,009 10,705 11,040 11,520
Total O & M dollars spent per million gallons of
wastewater flow treated per year
N/A
$795
$760
$945
$849
Total salary and benefit dollars spent per million
gallons of wastewater flow treated per year
N/A
$423
$356
$387
$391
Total energy dollars spent per million gallons of
wastewater flow treated per year
N/A
$107
$122
$140
$140
Total O & M budget monies spent per year N/A $1, 525,826 1,567,803 $1,967,829 $1,798,077
Approved Budget FY09 179 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
Plant O&M Tasks
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Preventive Maintenance & Lubrication
666
690
720 720
Corrective Maintenance
94
66
90
100
Bldg. & Grounds Maintenance
380
408
410 410
LAB TASKS
Activated Sludge Process Control Tests
14,100 4745 4745 4745
Required MPDES Regulatory Tests
1,550 6475 6475 6550
Calibration of Lab Equipment
1005 730 730 730
LOADING PARAMETERS
Population Served
35,700 37,300 38,900 40,500
Influent Flow (MGD)
5.26 5.65 5.70 5.80
BOD Loading (lbs per day)
9,972 11,533 11,700 12,200
TSS Loading (lbs per day)
10,426
11,151 11,500
12,000
SLUDGE INJECTION
Biosolids Injected (Metric tons) 533 734 759 781
Acres Injected 662 669 690 710
Approved Budget FY09 180 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
PROGRAM DESCRIPTION
The goal of the Solid Waste Collection Division is to provide safe, clean and efficient
collection of both residential and commercial solid waste.
The Division operates three front load trucks, four side load trucks, 3 roll-off trucks and
two rear load trucks. Over 11,953 tons were collected and delivered either to the Story
Mill Landfill or to the Logan landfill.
The Division employ’s fourteen Teamster Union Operators. The Division competes
with Allied Waste Services for residential, commercial and roll-off business within the
Bozeman city limits.
The Division operates a pay as you throw collection system, which establishes a direct
relationship between the amount a customer pays and the size of the tote. Thirty five,
sixty five and one-hundred gallon totes are offered to residents. The commercial sec-
tion offers two, three, four, six and eight cubic yard containers. The roll-off section of-
fers twenty, thirty and forty cubic yard containers.
MAJOR OBJECTIVES
• To collect residential city customers’ solid waste set out for collection, on a
weekly basis.
• To service commercial customers on an as needed basis.
• To promote the automated garbage collection service, which allows a customer
to choose a variable size tote, thereby awarding customers who reduce, reuse,
and recycle.
• Promote the roll-off program, servicing both temporary construction projects and
stationary locations.
• Promote the front-load commercial service, providing competition and six day a
week service.
Approved Budget FY09 181 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 12.74 14.74 14.74 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 471,075 $ 637,030 $ 759,485 $ 122,455 19%
1200 - 1299 Benefits 173,771 - 279,136 279,136 -
2000 - 7599 Operating 1,100,128 893,660 1,230,784 337,124 38%
8000 - 8999 Capital 241,324 498,000 520,000 22,000 4%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 1,986,298 $ 2,028,690
$
- $ 2,789,405 $ 760,715 37%
EXPENDITURES BY DIVISION
Division
5810 Solid Waste Collection $ 1,986,298 $ 2,028,690
$
- $ 2,789,405 $ 760,715 37%
Total All Divisions $ 1,986,298 $ 2,028,690
$
- $ 2,789,405 $ 760,715 37%
EXPENDITURES BY FUND
Fund
640 Solid Waste Fund $ 1,986,298 $ 2,028,690
$
- $ 2,789,405 $ 760,715 37%
Total All Funds $ 1,986,298 $ 2,028,690
$
- $ 2,789,405 $ 760,715 37%
Approved Budget FY09 182 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Purchase of one new 2009 side-load refuse truck as scheduled
• Office expansion
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Continue to increase the Division’s share of residential, commercial and roll-off cus-
tomers within the city limits
• Redesign residential collection routes based upon installation of new refuse collec-
tion software
• To enter into a contract with the Solid Waste Management District for hauling of
cardboard from the drop-off sites.
Approved Budget FY09 183 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 07
Actual
FY 08
Actual
FY 08
Budgeted
FY 09
Projected
Percentage of Customers Reporting Spillage by
Collection Crews (Results of Survey)
<2%
5%
*N.C.S
2%
2
%
Percentage of Customers Satisfied with “Pay-as-
you Throw” System (Results of Survey)
90%
100%
*N.C.S
100%
100%
Percentage of Customers Reporting Overall
Satisfaction with the Solid Waste Collection
Service They Receive (Results of Survey)
90%
100%
*N.C.S
100%
100%
Percentage of Customers Participating in Local
Recycling Programs. (Results of Survey)
50%
83%
*N.C.S
87%
90%
Efficiency Measurers
Standard
FY 07
Actual
FY 08
Actual
FY 08
Budgeted
FY 09
Projected
Production Ratios for Sanitation
Employees
Stops per Collection Employee (Target)
Front Load (commercial)
Automated (residential)
60/Day
375/Day
68
463*
79
330
82
325
89
340
Approved Budget FY09 184 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Anticipated
FY 08
Actual
FY09
Projected
Garbage Collection Program
Residential
Commercial
Total Number of Accounts
6,160
202
6,362
6,310
211
6,521
6,500
256
6,521
6,608
239
6,847
6,790
262
7,052
Yearly Tonnage Collected 10,394 11,171 11,500 11,93 12,789
Number of Collection Vehicles 5 7 6 7 7
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Anticipated
FY 08
Actual
FY09
Projected
Roll-off Program
# of roll-offs serviced
na
na
684
757
760
Yearly Tonnage Collected
Number of Roll-off Trucks 1 2 3 3 4
Approved Budget FY09 185 City of Bozeman, Montana
SOLID WASTE DISPOSAL
___________________________________________________________
PROGRAM DESCRIPTION
The Disposal Division will cease land-filling activities as of June 30, 2008. Disposal
budget will for Closure activities and for post-closure monitoring.
Disposal activity will take place at the Logan Landfill now that the City of Bozeman has
joined the Gallatin Solid Waste Management District which operates that landfill for the
benefit of Gallatin County residents.
The Solid Waste Division will continue with the closure and post closure activities for
the RCRA mandated 30 years after closure or the year 2038.
As of June 30, 2008 the convenience station on Story Mill Road, which includes recy-
cling, refuse, brush, and white goods drop off, will be managed by the Gallatin Solid
Waste Management District under the terms of an agreement with the City of Boze-
man.
MAJOR OBJECTIVES
• To fill the existing cell and close the landfill operation by June 30, 2008.
• To monitor the closed landfill in compliance with State and Federal regulations.
Approved Budget FY09 186 City of Bozeman, Montana
SOLID WASTE DISPOSAL
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 7.66 2.00 - -100%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 205,049 $ 105,927 $ (105,927) -100%
1200 - 1299 Benefits 81,470 -
2000 - 7599 Operating 967,953 669,432 1,098,239 428,807 64%
8000 - 8999 Capital 45,368 - - -
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 1,299,840 $ 775,359 $ - $ 1,098,239 $ 322,880 42%
EXPENDITURES BY DIVISION
Division
5910 Disposal/Convenience Station $ 1,099,993 $ 210,212 (210,212) -100%
5930 Construction/Closure 199,847 565,147 1,098,239 533,092 94%
Total All Divisions $ 1,299,840 $ 775,359 $ - $ 1,098,239 $ 322,880 42%
EXPENDITURES BY FUND
Fund
640 Solid Waste Fund - Cash Reserve for $ 1,299,840 $ 775,359 $ - $ 1,098,239 $ 322,880 42%
Closure and Postclosure
Total All Funds $ 1,299,840 $ 775,359 $ - $ 1,098,239 $ 322,880 42%
Approved Budget FY09 187 City of Bozeman, Montana
SOLID WASTE DISPOSAL
___________________________________________________________
FY09 BUDGET HIGHLIGHTS
• Licenses and fees, $39,500
• Engineering services for groundwater monitoring, testing and upgrade, $114,000
FY09 ANTICIPATED ACCOMPLISHMENTS
• To close the Class II cell by June 30, 2008.
• To reclaim a portion of the borrow area north of Churn Creek and reseed with native
grasses.
WORKLOAD INDICATORS
**Landfilling Operations will cease June 30, 2008.
WORKLOAD INDICATOR
FY 05
Actual
FY 06
Actual
FY 07
Actual
FY 08
Estimated
Tonnage Disposed 46598 6351 14875 ** *8,336
Average Daily tons Processed 152 25 57 *32
Tonnage of Compost Processed 4283 2991 5,000 *3,500
Tonnage of White Goods Recycled 226 92 100 *100
Number of Random Loads Inspected 128 24 45 35
Tonnage of Other Commodities Recycled
(glass bottles, & jars, aluminum & steel cans,
cardboard , magazines & newspaper Plas-
tics)
6120
6500
2962
Number of Methane Extraction Wells moni-
tored and Maintained for Flare Operation
20
20
20
20
Remaining Capacity of Landfill (Includes
Class III Area) in Number of Years
1
5*
4
4 months
Approved Budget FY09 188 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
PROGRAM DESCRIPTION
The goal of the Solid Waste Recycling program is to divert recyclables from the main
waste stream that would normally be landfilled.
The recycling program is undergoing major changes in FY08 & FY09. The drop off
sites are now under the operation of the Gallatin County Solid Waste Management
District. This District is in the process of contracting with the City’s collection program
to collect the cardboard commodity at the drop off sites.
The recycling program does collect cardboard from commercial businesses in the city.
The Division is in the process of replacing rear-load collection trucks with the more effi-
cient frontload collection system.
The program also operates a weekly compost collection during the summer months.
Curbside recycling will begin in the Fall of 2008.
MAJOR OBJECTIVES
• To help minimize the amount of solid waste going to the landfill for disposal.
• To foster the beginning of the curbside recycling, with 1000 accounts signed by
June 30, 2009.
• To facilitate the separation of materials at the landfill for recycling and transfer
these functions to the Gallatin County Solid Waste Management District.
• To implement the first municipal curbside recycling program in Montana.
Approved Budget FY09 189 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - 1.00 1.00 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 85,651 $ 58,240 $ 110,074 $ 51,834 89%
1200 - 1299 Benefits 38,376 40,978 40,978
2000 - 7599 Operating 159,666 96,597 35,000 (61,597) -64%
8000 - 8999 Capital 10,171 200,000 - (200,000) -100%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 293,864 $ 354,837 $ - $ 186,052 $ (168,785) -48%
EXPENDITURES BY DIVISION
Division
5940 Recycling $ 293,864 $ 354,837 $ 186,052 $ (168,785) -48%
Total All Divisions $ 293,864 $ 354,837 $ - $ 186,052 $ (168,785) -48%
EXPENDITURES BY FUND
Fund
640 Solid Waste Fund $ 293,864 $ 354,837 $ - $ 186,052 $ (168,785) -48%
Total All Funds $ 293,864 $ 354,837 $ - $ 186,052 $ (168,785) -48%
APPROVED
Approved Budget FY09 190 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
WORKLOAD INDICATORS
* Cardboard at drop-off sites transfers to Gallatin County Solid Waste District
* The Headwaters drop-off sites transfers to Gallatin County Solid Waste District
** This is an estimate, landfill scale is not operable
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Budgeted
FY 08
Actual
FY09
Projected
Recycling Collection Program
Cardboard collected (Tons)
1,546
1,566
1,600
1,574
*586
Number of Collection Vehicles 1.5 1 1 1 1
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Budgeted
FY 08
Actual
FY09
Projected
Total # of Tons of recyclables di-
verted form being landfilled (City &
Headwaters)
6,188
6,425
6,750
6,612
*3,700
Total # of Tons of compost collected
by the City
306 336 369 **369 375
Total # of Tons of Compost Proc-
essed at Landfill 2,991 3500 3,500 3,650 3,700
Approved Budget FY09 191 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
PROGRAM DESCRIPTION
The vehicle maintenance budget unit accounts for the costs of repairing and maintaining vehi-
cles of city departments.
The vehicle maintenance staff consists of three full-time mechanics that are responsible for
keeping the city vehicles in proper working condition.
The vehicle maintenance budget unit operates under an internal service fund. Charges are
assessed against departments which have vehicles repaired. The receipts are deposited in
the vehicle maintenance fund and used to support salary and operating costs.
The goal of the vehicle maintenance division is to maintain vehicles and equipment in good
running condition, which will enable department personnel to perform their daily assignments
safer and without delay due to mechanical failure or breakdown. The division also emphasizes
the importance of having a well-structured preventative maintenance program online for all
equipment and vehicles.
The Vehicle Maint. Dept. also administers the waste oil and used antifreeze program free of
charge to the public.
MAJOR OBJECTIVES
• To maintain a sound preventive maintenance program for city vehicles.
• To ensure those departmental requests to maintain city vehicles in good operating condi-
tion are satisfied.
• To maintain and utilize a sound vehicle management program including inventory, vehicle
status and operating statistics, and replacement schedules.
• To maintain accurate city vehicle maintenance records (service orders) in an efficient and
easily accessible manner.
• To manage and assist customers with the used waste oil and antifreeze station.
FY 08 BUDGET HIGHLIGHTS
• Maintained high quality of repairs and keep comebacks at less than 1%.
• ASE certification of all mechanics with 2 mechanics attaining Master Technician
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Repair and maintain City’s fleet of over 400 vehicles and equipment.
• Dispose of over 10,000 gallons of used motor oil from residents.
• Dispose of over 400 gallons of used antifreeze from residents.
• Utilize preventative maintenance program for servicing vehicles.
• Continue to burn our waste oil in our furnace to supplement our heating and help keep the
utility costs lower.
Approved Budget FY09 192 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Percentage of Repair/Maintenance
work Orders completed within __ days
of receipt: (Target – 95%)
--Light Equipment 4 days
--Heavy Equipment 7 days
95%
95%
95%
95%
95%
Percentage of Returns
for Rework (Target <0.5%)
<0.5%
.54%
.53%
.5%
.5%
Percentage of Mechanics Certified 100% 67% 67% 100% 100%
Percentage of Waste Oil Customers
Attended to complete
100%
100%
100%
100%
100%
Percentage of Emergency Repairs
Completed within 24 hours of
Notification (Target – 24 hours)
90%
90%
93%
95%
95%
Respond to Service Requests (oil
change & lube) within 2 work days
(Target –90%)
90%
57%
70%
80%
85%
Preventative Maintenance Program
complete for City Fleet
100%
100%
100%
100%
100%
Percentage of Fleet Operational Time
by Department (Target – 95%)
--Street
--Water/Sewer
--Police
--Park/Cemetery
--Garbage/Landfill
99%
99%
99%
99%
99%
95%
98%
90%
92%
87%
95%
98%
92%
92%
80%
95%
98%
95%
95%
83%
95%
98%
95%
95%
90%
Efficiency Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Waste Oil Customers Attended to within
(Target 5 minutes)
5
<5
<5
<5
<5
Waste Oil Attendant Disposal
(# of gallons dumped per day
33
63
45
38
40
Average Number Work Orders
processed per Mechanic labor-hour
(Target – 0.4 per hour)
0.4
0.37
0.31
0.3
0.33
Number of Vehicles/Equipment per
Mechanic
50
130
150
153
157
Average Number of Mechanic-hours
per Repair
Varies
1.68
2.0
2.0
2.25
Major/minor Repairs Completed 100% 100% 100% 100% 100%
Preventative Maintenance Orders Processed 100% 50% 65% 70% 75%
Approved Budget FY09 193 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
WORKLOAD INDICATORS
* A majority of the Service Jobs (Oil Changes) are being contracted out to be able to complete more of
the preventive maintenance schedules and essential equipments’ breakdowns.
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
City Fleet – Number of Vehicles
& Equipment (approximate)
436
450
460
470
Work Orders Processed 1068 1070 1141 1155
Service Jobs (Oil Changes, etc.) 129 130 143 155
Major Engine Overhauls 1 1 0 0
Transmission/Rear-end Repairs 7 12 33 20
Other Major Equipment Repairs 20 20 20 25
Gallons of Used Antifreeze Disposed 363 400 400 400
Gallons of Oil Disposed 11384 10000 10500 9000
Approved Budget FY09 194 City of Bozeman, Montana
PUBLIC WELFARE INDEX
CEMETERY
PAGE 195
PARKS
199
FORESTRY
204
LIBRARY
208
RECREATION
214
COMMUNITY DEVELOPMENT
220
Approved Budget FY09 195 City of Bozeman, Montana
CEMETERY
___________________________________________________________
PROGRAM DESCRIPTION
The cemetery budget unit accounts for the costs of operating and maintaining the city's
cemetery, which includes 65 developed acres, and 75 undeveloped acres.
The cemetery division includes a foreman, two maintenance workers, and seasonal
employees. The superintendent of facilities and lands oversees the division. Employ-
ees are responsible for burials, cemetery development and maintenance.
Sunset Hills Cemetery Mission Statement
Sunset Hills Cemetery is dedicated to excellence in the provision of pro-
fessional and dignified interment services in a serene and beautiful sur-
rounding that helps survivors through the bereavement process. The
cemetery staff is dedicated to the provision of ongoing services & perpet-
ual care essential to maintain the cemetery grounds in a manner that is
highly regarded by surviving family members and the citizens of Boze-
man.
Approved Budget FY09 196 City of Bozeman, Montana
CEMETERY
___________________________________________________________
MAJOR OBJECTIVES
Administrative
• Develop, submit, and administer cemetery budgets in a timely manner.
• Maintain computer technology to improve/enhance intra-departmental communication(s).
• Create new cemetery blocks and open lots up for sale as demand dictates.
• Inform the community through publications, press releases, and advertisements of current policies,
procedures, and practices of the Sunset Hills Cemetery.
• Continue safety training programs, professional development, and pro-active customer service.
• Carry out the Mission and Vision statements of the City of Bozeman.
Facilities and Grounds Maintenance
• Surviving family, user, taxpayer and city commission satisfaction with the use, care, and overall ap-
pearance of the cemetery grounds and buildings.
• Provide an easily accessible, safe, and serene setting for cemetery/gravesite visitation.
• Maintain and expand the underground irrigation system, as needed to fully utilize all water resources
in a conscious manner.
• Keep all paved roads clear and open during winter months.
• Keep the Highland Boulevard path clear during the winter work week.
• Assist other Divisions in the City of Bozeman when needed or called on.
• Develop new sections of the Cemetery in a manner and method consistent with the long-term plan-
ning guidelines developed by the Cemetery Advisory Board.
Burial Services
• Modernize and maintain an improved and accurate mapping and computerized grave registration
system.
• Continue to provide experienced and professional staff to perform essential burial functions.
• Continually strive to achieve high public/user /group satisfaction levels of all services and activities
the cemetery provides.
• Make known, adhere to, and fully comply with, all laws and regulations regarding the interment of
human remains.
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Projected
Interment Permits 142 117 133 135
Lot Sales 105 110 110 105
Monument Permits 90 78 95 95
Graves Repaired 115 95 115 115
Columbarium Interments 4 4 4 5
New Lots Developed 400 400 0* 0*
Approved Budget FY09 197 City of Bozeman, Montana
CEMETERY
__________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 5.25 5.75 5.75 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 192,576 $ 223,482 $ 251,612 $ 28,130 13%
1200 - 1299 Benefits 62,600 64,110 86,931 22,821 36%
2000 - 7599 Operating 94,724 155,634 137,381 (18,253) -12%
8000 - 8999 Capital 15,920 105,000 12,000 (93,000) -89%
9000 - 9699 Debt Service
9900 - 9999 Transfers 24,140 16,000 16,000 $ - 0%
Total All Categories $ 389,960 $ 564,226 $ - $ 503,924 $ (60,302) -11%
EXPENDITURES BY DIVISION
Division
7210 Cemetery Operations $ 389,960 $ 564,226 $ - $ 503,924 $ (60,302) -11%
Total All Divisions $ 389,960 $ 564,226 $ - $ 503,924 $ (60,302) -11%
EXPENDITURES BY FUND
Fund
010 General Fund $ 365,820 $ 548,226 $ - $ 487,924 $ (60,302) -11%
800 Cemetery Perpetual Care 24,140 16,000 16,000 $ - 0%
Total All Funds $ 389,960 $ 564,226 $ - $ 503,924 $ (60,302) -11%
Approved Budget FY09 198 City of Bozeman, Montana
CEMETERY
___________________________________________________________
• Interment Permits average between 125 to 140.
• Lot sales normally average around 90.
• Monument Permits are generally between 90 and 95.
• Graves repaired include new burials and repairs to old graves and not cremation burials. This number runs
from about 100 to 120.
• New Lots show as 0* but this reflects continued work on newly opened three block area started in 2005
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Actual
FY 09
Projected
Administrative
Develop, submit, & administer cemetery
budgets and related materials in a timely
and efficient manner
On or before
stated deadlines 100% 100% 100% 100%
Ensure full-time staff is on-site and easily
recognized 40 hours per week
95% 95% 95% 95%
Facilities & Grounds
Maintenance
Family/User/Taxpayer/Governmental satis-faction with the use, care, and overall ap-
pearance of the cemetery.
Mow cemetery 1 time per wk
Trim between
stones 2 times per
yr
Apply 11/2 – 2 inches of water per
wk 90% 90% 90% 90%
Provide easily accessible, safe and serene
setting for cemetery and/or grave visitation. Road miles plowed
Number of reported
civilian accidents
Respond to all
grave repairs within
48 hours
Rake and dispose
of the majority of
pinecones & leaves
2 times per year 85% 85% 85% 85%
Burial Services
Continue to provide experienced and pro-
fessional staff to perform essential burial
functions
30 hours of continu-
ing education per
FTE 98% 98% 98% 98%
Ensure the safety of mourners, funeral
home personnel, and cemetery staff during
funerals within the control of the cemetery.
3 or less reported
injuries/yr
Plow all essential
roads within 4 hours
of a funeral, or as
needed
A clear and unob-
structed path from
road to gravesite for
every funeral 100% 100% 100% 100%
Approved Budget FY09 199 City of Bozeman, Montana
PARKS
___________________________________________________________
PROGRAM DESCRIPTION
The parks and playground budget unit accounts for the costs of operating, developing
and maintaining city parks and other city property.
Section 7-16-4103 MCA authorizes the city to establish parks and playgrounds and
provides for methods of financing the improvements.
The Parks Department develops, maintains, and cares for park buildings and rest-
rooms, playground equipment, picnic facilities, sports fields, trail system, natural areas,
skating rinks, tennis courts, swimming/boating ponds and other related equipment and
facilities.
The Parks Department along with the Street Department are responsible for snow re-
moval on all public sidewalks adjoining parks and street rights-of-way designated as
the City’s responsibility.
MAJOR OBJECTIVES
• To maintain the city's parks in a condition of which the city would be proud.
• To participate in the implementation of the master plans for parks approved in
1992.
• To acquire and develop new parks and continue to keep pace with the growth of
Bozeman by providing an adequate number of sports fields.
• To continue adding, upgrading, and maintaining safe, quality sports fields and play-
ground equipment to the city's parks.
• To provide expanded maintenance to restrooms, litter control, pet waste disposal,
turf care, and playground equipment.
• To improve, maintain and expand the trail system.
• To oversee and coordinate volunteer, grant funded and neighborhood park im-
provement projects.
• To assist other Divisions in the City of Bozeman as needed or as directed.
Approved Budget FY09 200 City of Bozeman, Montana
PARKS
___________________________________________________________
FY09 BUDGET HIGHLIGHTS
• Park Improvement Grant funding of $150,000 from the General Fund
(Transfer to Fund 184).
• Story Mansion rehabilitation, including dollar-for-dollar SAT Grant
award, totaling $835,319.
• Security Services, including increased security patrols in parks for
FY09, totaling $19,000.
• Mowing & snowplowing contracts, $10,500.
• Replacement of Park Garbage Truck, $75,000.
• Bogert Park Restroom Replacement, $125,000.
• Bogert Park Playground Equipment Replacement, $52,000.
Approved Budget FY09 201 City of Bozeman, Montana
PARKS
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 12.95 13.45 13.45 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 380,995 $ 492,591 $ 511,455 $ 18,864 4%
1200 - 1299 Benefits 125,523 127,100 155,959 28,859 23%
2000 - 7599 Operating 321,479 407,998 406,634 (1,364) 0%
8000 - 8999 Capital 892,711 264,500 1,162,319 897,819 339%
9000 - 9699 Debt Service
9900 - 9999 Transfers 150,339 150,000 150,000 - 0%
Total All Categories $ 1,871,047 $ 1,442,189 $ - $ 2,386,367 $ 944,178 65%
EXPENDITURES BY DIVISION
Division
7610 Parks Operations $ 1,871,047 $ 1,442,189 $ - $ 2,386,367 $ 944,178 65%
Total All Divisions $ 1,871,047 $ 1,442,189 $ - $ 2,386,367 $ 944,178 65%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,520,683 $ 1,272,189 $ - $ 1,374,048 $ 101,859 8%
108 Community Transportation 196,754 - - $ -
128 FWP Management Areas 80,420 17,000 15,000 $ (2,000) -12%
136 Parks Special Revenue 4,461 3,000 12,000 $ 9,000 300%
144 NEURD TIFD - - - $ -
184 Park Improvement Grants 68,729 150,000 150,000 $ - 0%
558 Story Mansion Rehabilitation - - 835,319 $ 835,319
Total All Funds $ 1,871,047 $ 1,442,189 $ - $ 2,386,367 $ 944,178 65%
Approved Budget FY09 202 City of Bozeman, Montana
PARKS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Pro-
jected
FY 09
Budgeted
Mowing (Increase due to good help)
Core Parks
Sports Fields
Natural Parks
1 X wk
2 X wk
2 X Yr
85%
85%
60%
85%
85%
60%
85%
60%
60%
75%
60%
60%
Fertilization (wet, windy spring hindered apps)
Core Parks
Sports Fields
Neighborhood Parks
3 X Yr
4 X Yr
2 X Yr
40%
60%
10%
40%
60%
10%
40%
50%
5%
40%
40%
0%
Irrigation – Activate all systems
(Well down, bad valves, etc.) May 15
All Parks
75%
75%
75%
60%
Irrigation – Winterize all systems
(Keeping on for user groups and early snow) Oct 31
All Parks 75% 100% 80% 80%
Leaf Mulch & Pickup (Good weather and
help) All Parks 60% 60% 65% 65%
Playground Inspection (Workload increase,
lost
2 people 3 days a week, garbage and rest-
rooms)
1 X wk 50% 8% 35% 35%
Playground Repairs Same Day 75% 75% 75% 75%
Trails
Inspections (Good help)
Maintenance(Added trail projects, lack of
equip)
2 X mo.
2 X yr
40%
40%
40%
40%
35%
40%
30%
40%
Weed Control (Wet, windy spring hindered
apps)
Round-up
Broadleaf
Noxious
3 X yr
2 X yr
2 X yr
80%
75%
80%
50%
50%
40%
40%
40%
40%
40%
30%
30%
Weed eating (Breakdowns, workload) Bi-Weekly 45% 35% 30% 30%
Garbage Collection (Good help) 7 Days per
wk
90%
85%
85%
85%
Police All Grounds (Workload, lack of help) 5 Days per
wk
20%
10%
15%
15%
Building Maint / Repairs (Workload, lack of help) Same Day 50% 45% 45% 40%
Restrooms / Clean & Maintain (Lack of help) 7 Days per
wk 60% 50% 50% 50%
Response to Complaints Within 2
days 90% 90% 80% 90%
Sidewalk Plowing (Intermittent breakdowns) Complete
walks by
10am
50% 80% 80% 80%
Approved Budget FY09 203 City of Bozeman, Montana
PARKS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Park Reservations per year
330 340 360 475
Formal Turf Acres
250 258 265 270
Natural Parkland Acres 118 110 115 125
Miles of Trails
25 45 50 55
Number of Park Fund Grant Projects
20 27 32 37
Number of User Agreements
14 14 14 16
Number of Volunteer Projects 12 12 16 20
Miles of Sidewalks to Plow 8 8 8 10
Number of Buildings to Maintain 18 18 20 21
Number of Playgrounds 16 19 20 22
Number of Ice Rinks 4 3 4 5
Weed Spraying – Acres 145 150 160 200
Garbage Collection / Number of Cans 125 130 132 135
Approved Budget FY09 204 City of Bozeman, Montana
FORESTRY
___________________________________________________________
PROGRAM DESCRIPTION
The tree maintenance district budget unit accounts for the costs of maintaining the city's trees.
The tree maintenance district is financed by a special assessment on all properties within the
City of Bozeman. The use of the funds generated by the assessment is limited to maintaining
existing trees on city-owned properties, the planting of new trees on city-owned properties
within the city limits and maintenance of the City’s Tree Inventory.
The tree maintenance district is accounted for in a special revenue fund. Any revenues col-
lected and not expended will remain in the tree maintenance district fund and will be available
for appropriation in a subsequent year.
MAJOR OBJECTIVES
• To provide systematic pruning and protection for Bozeman's public trees.
• To remove or correct all hazardous tree conditions.
• To identify and correct sight distance, traffic sign, and sidewalk clearance problems related
to trees and hedges.
• To detect, identify, and eradicate harmful tree insects and disease.
• To establish and perpetuate master tree plans for all public areas.
• To implement the arboricultural specifications manual.
• To maintain a city-wide tree inventory.
• To pursue state and federal grants for forestry related activities.
• To implement the city street tree ordinance.
• To coordinate the city’s cost share tree and other planting program.
• To provide educational materials to the public on the care and maintenance of trees and
the benefits of a healthy urban forest.
• To assist other Divisions in the City of Bozeman when called on or as needed.
• To continue to promote Arbor Day activities and Tree City USA certification
Continue International Society of Arboriculture certification and staff education.
Approved Budget FY09 205 City of Bozeman, Montana
FORESTRY
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents 4.60 4.60 4.60 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 150,230 $ 174,244 $ 210,954 $ 36,710 21%
1200 - 1299 Benefits 57,647 59,383 79,294 19,911 34%
2000 - 7599 Operating 55,551 92,470 120,976 28,506 31%
8000 - 8999 Capital 27,000 120,000 18,300 (128,700) -88%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 263,428 $ 353,097 $ 120,000 $ 429,524 $ (43,573) -9%
EXPENDITURES BY DIVISION
Division
7710 Tree Maintenance $ 263,428 $ 353,097 $ 120,000 $ 429,524 $ (43,573) -9%
Total All Divisions $ 263,428 $ 353,097 $ 120,000 $ 429,524 $ (43,573) -9%
EXPENDITURES BY FUND
Fund
112 Tree Maintenance District $ 263,428 $ 353,097 $ 120,000 $ 429,524 $ (43,573) -9%
Total All Funds $ 263,428 $ 353,097 $ 120,000 $ 429,524 $ (43,573) -9%
Approved Budget FY09 206 City of Bozeman, Montana
FORESTRY
___________________________________________________________
FY 08 BUDGET HIGHLIGHTS
• 100 Cost Share Trees Planted $7,000
• Continued Dead Tree Replacement Vouchers (100) $4,500
• Systemic Treatment of Trees in Cooper Park $5,600
• Replace Dead Trees along Ferguson $4,500
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Continued cyclic pruning of boulevard, park and cemetery trees.
• Continued trimming for sidewalk clearance, traffic signs, sight triangles and con-
struction projects.
• Continue Cost-Share and voucher program of 200 trees planted.
• Continue ISA Certified Arborist education.
• Provide information to the public on appropriate planting practices, species selec-
tion, code requirements related to public and private tree plantings, and the benefits
of the urban forest.
• Increased effectiveness of the Planting Permit process with Planning and Building
Departments.
• Integrate GPS technology into the city’s Tree Inventory Program.
• Continue Arbor Day activities and Tree City USA accreditation.
• Work injury free.
• Continued use of alternative fuels.
• Promote use of trees in Storm Water management.
• Start planning a program where trees are planted before new houses are occupied
or shortly thereafter.
Approved Budget FY09 207 City of Bozeman, Montana
FORESTRY
___________________________________________________________
PERFORMANCE MEASURERS
WORKLOAD INDICATORS
Effectiveness Measurers
Standard
FY 05
Actual
FY 06
Actual
FY 07
Pro-
jected
FY 08
Budgeted
Response to citizen requests within two
days
Assessed and Prioritized.
100%
90%
90%
90%
95%
Response to Emergency Call Outs – on
site within an hour
100%
100%
100%
100%
100%
Response to Damage – within a day
Assessed and Prioritized
100%
95%
95%
95%
95%
Survey for hazardous tree situations Bimonthly 95% 100% 95% 100%
Maintain and update tree inventory Bimonthly 10% 20% 25% 30%
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Trees Trimmed
1085 1225 1000 1000
Trees Removed
2 12 70 110
Trees Planted-Total
75 160 200 200
Emergency Storm Damage Tons
10 10 10 10
Christmas Trees – Tons
Chipped and Composted
35
35
37.5
38
Trees Planted
Cost Share
Vouchers
Nursery
Tree Spade, Arbor Day, misc
64
4
100
60
6
100
100
6
100
100
10
Sidewalk, sight triangle, or street sign en-
croachments addressed
643
400
400
450
Planting Permits 223 250 500 500
DRC Reviews 228 230 200 200
Vandalism 20 10 10 10
Service Requests 563 400 425 425
Trees Inventoried 1050 100 1000 1000
Approved Budget FY09 208 City of Bozeman, Montana
LIBRARY
___________________________________________________________
PROGRAM DESCRIPTION
The library budget unit accounts for the costs associated with operating and maintain-
ing the city's public library. Approximately one-third of the library’s budget is off-set by
county funds.
Library Mission Statement
The Bozeman Public Library provides the community with free, open and equal access
to general information on a broad array of topics; resources to promote personal
growth and lifelong learning; popular materials to meet cultural and recreational needs;
and the training needed to find, evaluate and use information effectively.
MAJOR OBJECTIVES
• To provide effective and efficient management of the Bozeman Public Library.
• To provide a dynamic collection of library materials in all formats to meet the infor-
mational, educational, and recreational needs of all residents of the library's service
area.
• To provide children's programming that will encourage use of the library by children
and their parents, and foster a life-long interest in reading and learning.
• To provide courteous, accurate and timely check-out, check-in, and re-shelving of
library materials.
• To insure that new materials are ordered, cataloged, processed, and made avail-
able for public use in an accurate and timely manner.
• To provide professional, quality, and courteous service by ensuring that the knowl-
edge and skills of library staff are kept up-to-date through on-the-job training, work-
shops, seminars, conferences, and reading professional journals.
• To publicize library services and programs through a coordinated marketing plan.
Approved Budget FY09 209 City of Bozeman, Montana
LIBRARY
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 19.66 20.66 21.66 5%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 647,235 $ 707,737 $ 839,265 $ 131,528 19%
1200 - 1299 Benefits 232,051 240,936 295,000 54,064 22%
2000 - 7599 Operating 255,918 270,229 301,535 31,306 12%
8000 - 8999 Capital 3,140,988 1,500,000 29,100 (1,470,900) -98%
9000 - 9699 Debt Service
9900 - 9999 Transfers 9,319
Total All Categories $ 4,285,511 $ 2,718,902 $ - $ 1,464,900 $ (1,254,002) -46%
EXPENDITURES BY DIVISION
Division
7810 Library Operations $ 389,086 $ 426,585 $ 489,460 $ 62,875 15%
7820 Technical Services 197,726 214,730 256,013 $ 41,283 19%
7830 Information Services 179,720 185,348 220,315 $ 34,967 19%
7840 Children's Services 101,501 104,494 127,571 $ 23,077 22%
7850 Circulation Servicecs 276,490 287,745 371,541 $ 83,796 29%
7899 Library Construction 3,140,988 1,500,000 - $ (1,500,000) -100%
Total All Divisions $ 4,285,511 $ 2,718,902 $ - $ 1,464,900 $ (1,254,002) -46%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,135,204 $ 1,217,402 $ - $ 1,457,000 $ 239,598 20%
137 Library Special Revenue 9,319 1,500 7,900 $ 6,400 427%
542 Library Construction 3,140,988 1,500,000 - $ (1,500,000) -100%
Total All Funds $ 4,285,511 $ 2,718,902 $ - $ 1,464,900 $ (1,254,002) -46%
Approved Budget FY09 210 City of Bozeman, Montana
LIBRARY
___________________________________________________________
ANTICIPATED ACCOMPLISHMENTS
• The Library will continue to work with the City and concerned residents on a potential
South Wallace Avenue development/Library interface.
• The Library will begin work on a new strategic plan.
• The Library will revise and update its Library Policy Manual.
• The Library will update its Technology Plan.
• The Library Foundation will increase adult and children’s programming and projects
and will augment material collections for this specific programming.
• The Library will work on improving pedestrian access and parking concerns.
• The Library will finish its landscaping plan and work with the Library Foundation on se-
curing benches, dog stations, and other items deleted from the landscaping plan.
• Departmental procedures manuals will be updated, i.e. the circulation procedures
manual will be based on SirsiDynix upgrades and appropriate use of new technology.
• The Library will work with volunteers and organizations on continued enhancement
and maintenance of the landscaping, including a possible sculpture garden alongside
the trail.
• The Library will work with the expanded maintenance staff on better Library opera-
tions.
• The Library will hope to add stack lighting to the shelving for better viewing of items.
• The Library will complete its Disaster Plan for submission to the Montana State Li-
brary.
• The Library will work toward more continuing education opportunities for staff including
attendance at local, regional, and national library and related conferences.
• Staff will work with the Foundation and a web designer to redesign the Library web
site.
• Library collections will be inventoried to determine loss and condition of materials.
• The Library will update and index its community resources directory.
• County libraries will continue to explore further cooperation with other Montana librar-
ies for the purpose of sharing materials statewide through the bus system.
• Staff will explore cooperation with other county librarians to obtain reduced rates on
supplies, library materials, and other related expenses.
• Policies and procedures for the county libraries will be formalized and written.
• The Library will purchase a new staff copier to replace the outdated one.
• The Library will work with other organizations on implementing a Citywide reading pro-
gram, where residents will read one designated book and discuss it as a community.
• The Library will continue outreach to Spanish-speaking individuals through the Gates/
WebJunction Spanish Language Outreach Program.
• Computer classes offered will be evaluated and expanded to meet public need.
• The Library will offer more children’s programs in foreign languages for diversity sake.
• The Library will sponsor a Summer Family Music Series on the plaza July-August.
• The Children’s Room will be able to expand its “Creative Workshops” to up to ten
workshops for ages 9-13 due to a Mountain Sky Guest Ranch grant and the Founda-
tion.
Approved Budget FY09 211 City of Bozeman, Montana
LIBRARY
___________________________________________________________
ANTICIPATED ACCOMPLISHMENTS, CONT’D
• A “Baby Brains: Partnering with Parents” project begins fall 2008 to offer staff and pa-
tron training on brain development, additional resources and materials, and outreach
packets mailed to families of newborns.
• The Reference/Adult Services Department will evaluate and expand its standing or-
ders.
• The Library will participate in the Montana Shared Catalog audio book program.
• The Library will engage in community outreach through special programs for targeted
audiences such as retirees and school children.
• The proctoring service for people taking examinations will be evaluated.
• Local historic photographs will be digitized and added to the Montana Memory Project.
• Preschool storytimes will incorporate science and math concepts in addition to their
focus on emergent literacy skills, especially during the “Catch the Reading Bug” sum-
mer reading program.
• The current method of using substitutes for vacation/sick leave will be evaluated.
• The Friends of the Library will increase its membership to 275 members and continue
their book sales three times a year as well as selling items in Wild Joe’s Coffee House.
• The City will replace all computers purchased more than four years ago.
• Staff will begin planning for the Radio Frequency Identification (RFID) implementation.
• Weeding of the collection will be begun prior to RFID implementation. • • The Library will purchase new video and audio equipment for in-library use as well as
a motion picture umbrella license so that videos/DVDs can be shown in the Library.
• The Library will start a book/movie program through reading books and viewing those
that are made into movies.
• The Technical Services Department will explore outsourcing some operations such as
original cataloging, mending, and processing items.
• The Library will actively work with the Montana Shared Catalog to improve the Sir-
siDynix public catalog, to create consistency in bibliographic records, and to pre-
sent current and accurate bibliographic holdings and patron information.
• The Library will continue to work with the Downtown Bozeman Association and Part-
nership on events such as an outdoor sculpture installation and Christmas Stroll.
• The Library will host the Sweet Pea Art Show during the Sweet Pea Festival in August.
• The Library will increase outreach events geared toward the growing Latino popula-
tion, including enhancing the Library’s collection of Spanish-language materials,
offering appropriate programs, and providing more library information in Spanish.
• The Library will educate staff and patrons regarding the Library’s Leadership in En-
ergy and Environmental Design (LEED) green principles and encourage more recy-
cling, energy efficiency, and other sustainable practices to be measured by a sur-
vey.
Approved Budget FY09 212 City of Bozeman, Montana
LIBRARY
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
(workload per capita – based on 47,805 service population)
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY09
Budgeted
Circulation of Materials
9.9 10.96 11.45 12.21 12.88
Registered Borrowers – as a percent of
total service population
50% 47.33% 54% 58% 61%
Total volumes
2.38 2.34 2.45 2.62 2.79
Reference transactions
1 1.91 2.09 2.35 2.58
Interlibrary loan transactions
.1 .08 .05 .06 .06
Children’s program attendance
30% 27% 28% 28% 29%
Efficiency Measurers
(workload/FTE – based on 19.66 FTE)
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY09
Budgeted
Circulation of Materials
20,000 26642 27833 28255 29809
Registered Borrowers
1,000 1151 1305 1336 1404
Total volumes
4,000 5693 5955 6064 6462
Reference transactions
2,000 4635 5078 5426 5969
Interlibrary loan transactions
200 192 121 136 149
Children’s program attendance
650 657 676 653 679
Approved Budget FY09 213 City of Bozeman, Montana
LIBRARY
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY09
Budgeted
Library Materials Circulated
523788 547194 583742 615848
Children's Programs Provided
382 349 356 421
Attendance at Children's Programs
12924 13294 13496 14022
Reference Questions Answered
91125 99827 112104 123314
Interlibrary Loan Transactions
3767 2383 2802 3082
Registered Borrowers
22627 25661 27609 29004
New Library Materials Cataloged
10151 9559 12605 14000
Materials Reserved
6542 7144 8016 8176
Materials Renewed
44641 41064 44882 47126
Approved Budget FY09 214 City of Bozeman, Montana
RECREATION
___________________________________________________________
PROGRAM DESCRIPTION
Recreation Administration
The City of Bozeman Recreation Department provides recreation opportunities for the entire
community. In addition, the Department assists the Recreation and Parks Advisory Board and
other recreation groups in anticipating recreation demands and providing services that the City
cannot do on their own. The department provides additional opportunities for the citizens
through its operation of the Beall Park Recreation Center and Lindley Center.
Recreation Programs
The Recreation Department offers summer programs, which teach children lifelong skills as
well as healthy living habits. The Department offers preschool age programs year-round, pro-
grams for elementary age children when they are out of school, T-Ball, Letters/Phone calls
from Santa, Snowfest, the Easter Egg Hunt and backpacking opportunities. The Department
also has activities for seniors.
Swim Center
The Swim Center is the City’s 50 meter indoor aquatic facility. Safety, fitness, and recreational
programs are offered year round at affordable rates. The Swim Lesson Program ensures the
health and well-being of individual city residents and larger school groups by providing swim
technique training and instruction in basic water safety. The program also contributes to life-
long fitness and health by introducing patrons to the many opportunities available. The Fitness
program provides encouragement and opportunity to individuals of all ages in programs such
as water fitness, water jogging, and lap swimming. The Aquatics Recreation program helps
fight childhood obesity by encouraging families to actively recreate together and by offering
diversions such as a hot tub, water slide, diving board, pool toys, dive-in movies, inner-tubes
and Family Night Specials. The Professional Water Safety program trains local and area life-
guards, swim instructors, and professional rescuers, thus promoting and sharing the basics of
water safety with the entire community. The Swim Center serves as a rental facility for user
groups such as the State Champion High School Swim Team, the Bozeman Barracudas age-
group Swim Team, the Bozeman Stingrays Synchronized Swim Team, the Bozeman Masters
Swim Club, SCUBA, kayak groups, scouts, and military groups.
Bogert Pool
Bogert Pool was built in 1939, and after 69 years is still a family tradition. This great facility is
staffed with professional and fun lifeguards who provide a wide variety of aquatic activi-
ties. Bogert Pool features a 26' triple-tube water slide that offers three levels of excite-
ment. This slide is located on the south sunning and observation deck. The pool also features
a slide for preschool age children. Bogert Pool offers one of the best learn-to-swim programs
for youth ages 3 months to 15 years in the country. We guarantee children age 7 and up will
be able to swim 5 yards on their front and back after the first set of lessons or lessons are free
until they can do so. The pool offers lap swimming, swim team workouts, water fitness, and
recreation swimming for all ages. Bogert Pool serves as a rental facility for the Bozeman Bar-
racudas age-group swim team and the Bozeman Masters Swim Club. Special Events such as
the Goldfish Swim, Family Pizza Nights, Moonlight and Midnight Swims, and the Dog Swim
make Bogert a desired and affordable venue for family recreation.
.
Approved Budget FY09 215 City of Bozeman, Montana
RECREATION
___________________________________________________________
Recreation Administration and Programs
To improve conditions in our community by offering recreation opportunities that enhance
the quality of life.
Through our recreation programs enhance individual respect and acceptance of people of
different ages, abilities, income levels, races, religions, cultures and beliefs.
To offer opportunities for people of all abilities to experience fun, socialization, challenges,
community awareness, life long learning and family involvement.
To provide opportunities that will promote health, well-being, relaxation, and assist in the
reduction of stress.
To provide recreation activities that are essential to the development of our youth. Our
recreation programs offer opportunities for youth to build self-esteem, self-reliance,
positive self-images, resiliency factors, lifetime skills, leadership, reduce negative social
activity, encourage cooperation and provide exposure to the arts, sports, science and
nature.
To provide economic benefits to the city by generating revenue for the general fund, the
business community and by reducing community healthcare costs.
To train a productive, efficient and effective workforce.
Aquatics: Swim Center and Bogert Pool
“For all your fun and fitness needs.”
To provide a safe, clean and user-friendly facility.
To provide affordable recreational and fitness opportunities for families to interact in an
aquatics environment.
To provide children affordable opportunities for supervised, safe play during non-school
hours.
To offer individuals, especially seniors, the opportunity to improve and or maintain their
physical health and provide social opportunities so they may prolong independent living
in addition to living longer.
To train the community, ages 3 months and older, in current swimming technique and how
to be safe in and around the water.
To schedule the aquatic facilities at an affordable rate for groups; i.e. swims teams, syn-
chronized swim team, SCUBA, kayak, and others.
To offer a setting for individuals to have a sense of accomplishment, be creative, and im-
prove their psychological well-being.
To provide aquatic recreation opportunities for teenagers so as to reduce negative social
activity.
To offer leadership, social and work skills for teenagers, i.e. Junior Leader, Junior Guard
and lifeguard programs.
Approved Budget FY09 216 City of Bozeman, Montana
RECREATION
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents 14.65 14.90 14.90 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 447,608 $ 579,962 $ 553,848 $ (26,114) -5%
1200 - 1299 Benefits 117,711 138,427 148,671 10,244 7%
2000 - 7599 Operating 407,667 506,053 474,673 (31,380) -6%
8000 - 8999 Capital -
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 972,986 $ 1,224,442 $ - $ 1,177,192 $ (47,250) -4%
EXPENDITURES BY DIVISION
Division
8010 Recreation Operations $ 589,422 $ 760,774 $ 691,905 $ (68,869) -9%
8020 Swim Center 157,159 218,033 291,007 $ 72,974 33%
8030 Bogert Pool 50,030 81,980 78,580 $ (3,400) -4%
8040 Lindley & Beall Centers 162,123 146,975 98,645 $ (48,330) -33%
8050 Recreation Programs 14,252 16,680 17,055 $ 375 2%
Total All Divisions $ 972,986 $ 1,224,442 $ - $ 1,177,192 $ (47,250) -4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 968,219 $ 1,222,942 $ - $ 1,147,192 $ (75,750) -6%
133 Recreation Special Revenue Fund 4,767 1,500 30,000 $ 28,500 1900%
Total All Funds $ 972,986 $ 1,224,442 $ - $ 1,177,192 $ (47,250) -4%
Approved Budget FY09 217 City of Bozeman, Montana
RECREATION
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
• Increase Recreation Program staff .25 FTE from .50 FTE to .75 FTE so as to en-
able offerings of additional Recreation programs for the City of Bozeman youth.
• Remodel the Lindley Center by repairing and replacing the flooring and upgrading
the kitchen.
• Replace Swim Center west doors.
• Replace Swim Center underwater pool lights.
Replace exercise equipment for the Swim Center fitness corner.
FY 09 ANTICIPATED ACCOMPLISHMENTS
• Begin implementation of the Recreation Program aspect of the PROST Plan.
• Begin implementation of the Facilities aspect of the PROST Plan.
• Maintain 98% customer satisfaction rating of participants in all recreation programs.
• Continue to maintain Bogert Pool until the City can identify land upon which to build
a new aquatic facility.
• Upgrade the Lindley Center in order to offer a quality rental facility.
Complete the Beall Park exterior renovations including the west stairs.
Approved Budget FY09 218 City of Bozeman, Montana
RECREATION
___________________________________________________________
PERFORMANCE MEASURERS
Specific criteria and measurements available from the Recreation Department office.
Effectiveness Measurers
Standard
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
The Recreation Department improves conditions
in our community by offering over 100 recreation
opportunities that enhance the quality of life.
100%
100%
100%
100%
100%
Citizens will have opportunities to engage on a
daily basis in activities that will promote health
and well being.
100%
100%
100%
100%
100%
Youth will be offered recreation activities that are
essential to their development.
100%
100%
100%
100%
100%
Economic benefits will be provided to the city by
generating funds, and by reducing community
health care costs.
100%
100%
100%
100%
100%
Total revenue generated TBD $493,420 $528,894 $545,000 $550,000
Revenue increase from previous year None 8% 7% 3% 1%
Citizens will be assured an open and accessible
Recreation Department.
100%
100%
100%
100%
100%
Customer satisfaction
Recreation Programs
Swim Center Programs
Bogert Pool Programs
75%
99% 99.0%
99.4%
97.0%
98.3%
99.5%
97.0%
98.7%
94%
94%
94%
Safety
Prevention of life threatening accidents
100%
100%
100%
100%
100%
Citizens will be supported in their recreation
interests by receiving information & supportive
assistance
100%
100%
100%
100%
100%
Citizens will receive personal benefits, social
benefits, economic benefits & environmental
benefits through recreation programs
TBD
100%
100%
100%
100%
Percent of lifeguards with current certifications in
Lifeguarding, CPR for the Professional Rescuer,
First Aid, Water Safety Instructor, Automated
External Defibrillation
75% 100% 100% 99% 95%
Lifeguards will be trained to per-
form at the industries’ standard of
10/20
Rule 100% 100% 100% 98%
Approved Budget FY09 219 City of Bozeman, Montana
RECREATION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY 07
Actual
FY 08
Projected
FY 09
Budgeted
Recreation Programs
Youth Special Events Attendees 2,937 4,940 5,000 5,200
Youth Recreation Classes Attendees 2,092 1,927 2,350 2,500
Tee Ball Youth 421 415 450 500
Tee Ball Coaches 75 79 85 90
Preschool Recreation Attendees 72 130 150 200
Senior Special Events 124 221 230 220
Number of Recreation Classes for Youth 202 240 280 300
Lindley Rentals Public/In-House (City Rec) 228/96 226/142 184/142 190/150
Beall Rentals Public/In-House (City Rec) 160/15 200/15
Swim Center
Total Attendance 105,692 106,228 97,100 106,000
General Admission Swimmers
(Lap, Recreation, Open Boating, Water Fit-
ness, City Lessons)
56,633 51,379 54,000 55,000
Swim Teams/Scuba/Kayak /Private Kayak 14,673 17,772 15,000 16,000
Bozeman School District Lessons 27,579 25,891 24,000 25,000
Rural School Lessons 1,482 1,610 1,600 1,550
Birthday Parties 2,417 2,894 2,600 2,800
Groups 5,020 6,968 6,500 6,500
Bogert Pool
Total Swimmers
(Recreation, Laps, Water Fitness) 45,524 46,284 46,000 45,000
Swim Teams/Masters/Groups 453 991 940 1,000
Swimming Lessons 11,827 11,640 11,000 11,000
Jr. Leaders (Jr. Guards beginning FY09) 56 60 60 95
Approved Budget FY09 220 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
PROGRAM DESCRIPTION
Tax Increment Financing:
The Downtown Improvement District, Northeast Improvement District, and North 7th Improvement District accounts
for the costs of the Improvement District Boards and their activities. The City Commission appointed an Urban
Renewal Study Committee representing a broad cross-section of Gallatin Valley interests including city and county
residents, the School District, business, and city and county residents.
American’s with Disabilities:
The Americans with Disabilities Act (ADA) was signed into law on July 26, 1990. The act provides comprehensive
civil rights protection for people with disabilities. The law prohibits covered entities, including the City of Bozeman,
from excluding people from jobs, services, activities or benefits based on disability.
Structures:
The city completed a self assessment evaluation of all programs and services for accessibility. These self assess-
ments were supplemented by an inventory of all city owned facilities pursuant to an Adaptive Environments Center
and Barrier Free Environments checklist, which strictly follows Americans with Disabilities Act Accessibility Guide-
lines. Remedial actions range from simply relocating activities to reconstructing certain facilities to assure compli-
ance. The problems are being approached on a priority basis as follows:
PRIORITY 1: PROVISION OF AN ACCESSIBLE ENTRANCE
PRIORITY 2: PROVISION OF ACCESS TO GOODS AND SERVICES
PRIORITY 3: USABILITY OF REST ROOMS
PRIORITY 4: ADDITIONAL ACCESS PROVISION
Economic Development Revolving Loan Fund:
The Economic Development Revolving Loan Fund division accounts for the costs of administration and use of pro-
gram income received from the pay back of various Economic Development Community Block Grant awards.
City Commission Resolution #2852 provides that the program income earned from the various Economic Develop-
ment Grants the city has received from the Department of Commerce shall be utilized in compliance with the guide-
lines established by the resolution, which includes a loan limit of $100,000. Interest earnings and income generated
from future investments will continue to be reinvested in the fund and those funds will be loaned to local businesses
for the purpose of furthering economic development in the Bozeman Jurisdictional Area.
The functions necessary for this administration include solicitation and review of applications; assisting the Loan
Review Committee in the selection of proposals; preparations of necessary legal documents; and project monitor-
ing. The city has contracted with Prospera, Inc. to perform these administrative functions and with HRDC to monitor
the number and type of jobs created and filled.
Housing Revolving Loan Fund:
The revolving loan fund budget unit accounts for the costs of administration and use of program income received
from the 1984 Community Development Block Grant Program.
City Commission Resolution No. 2736 provides that the program income earned from the 1984 CDBG Program
shall be utilized to further the housing efforts initiated by the City Commission. No greater than 18% of the program
income earned may be utilized for administration of the fund. The remaining funds are utilized to assist low and
moderate income people, rehabilitate selected housing projects through the use of low-interest loans, or in certain
cases, grants. The fund is currently administered by HRDC under contract with the City of Bozeman.
The functions necessary for this administration include recruitment of eligible property owners for participation in the
program; assist the Community Affordable Housing Advisory Board in the selection of proposals; preparation of
work write-ups, bids, and cost estimates; assistance in selecting contractors; performance of site inspections; com-
pletion and filing of appropriate loan papers; and payment to the contractors.
Approved Budget FY09 221 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
MAJOR OBJECTIVES
Tax Increment Financing:
To strengthen the economic vitality of Urban Renewal Districts.
To recognize that community partnership is fundamental to district success.
To improve the safety, security and health of the districts.
To improve accessibility.
To facilitate diversity.
To weigh the cost of projects against their benefits.
To make the districts more user friendly.
To continuously improve the image of the districts.
To nurture and expand cultural activities within the districts.
American’s with Disabilities:
To comply with the Americans with Disabilities Act with respect to structures, programs, access
to goods and services, and other provisions of the act.
Economic Development Revolving Loan Fund:
To receive, process, and administer loans in compliance with established guidelines.
To work closely with the Gallatin Development Corporation, Capital Opportunities, and lending
institutions to keep businesses advised of the eligibility requirements and the availability of
funds.
To assist the Loan Review Committee in reviewing applications and selecting recipients of
loans.
To continually upgrade guidelines as the need occurs.
Housing Revolving Loan Fund:
To recruit eligible property owners for participation in the housing program.
To assist the Community Affordable Housing Advisory Board in the selection of proposals.
To prepare work write-ups, bids, and cost estimates and work closely with local contractors.
To perform on-site inspections of work being completed, in conjunction the city building offi-
cials.
To complete and file appropriate loan papers.
To consult with local banking institutions regarding the possibility of combining funds for larger
projects.
To coordinate activities with the finance and building departments.
To monitor the repayment of loans made & assure the on-going strength of the program.
To develop a list of affordable housing priorities each year for presentation to the City Commis-
sion.
Community Development:
Enhance community involvement through the facilitation of neighborhood meetings.
Administer the TEA-21 program, and provide administrative oversight of the CDBG program.
Support city staff with grant application guidance and assistance as needed.
Promote city economic development and housing activities.
Provide additional citizen board support as needed.
Administer the City’s Work Force Housing Program.
Approved Budget FY09 222 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 1.00 2.00 1.00 -50%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 32,538 $ 33,840 $ - $ (33,840) -100%
1200 - 1299 Benefits 13,382 13,723 - (13,723) -100%
2000 - 7599 Operating 728,501 1,853,762 1,412,349 (441,413) -24%
8000 - 8999 Capital 15,400 - - - 0%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers 416,222 416,222 100%
Total All Categories $ 789,821 $ 1,901,325 $ - $ 1,828,571 $ (72,754) -4%
EXPENDITURES BY DIVISION
Division
8210 Downtown Improvement District $ 252,946 $ 624,000 $ 802,359 $ 178,359 29%
8220 Americans With Disabilities 32,000 32,000 $ - 0%
8230 Urban Redevelopment & Housing 105,768 158,362 254,228 $ 95,866 61%
8240 Economic Development 375,714 1,033,000 598,000 $ (435,000) -42%
8250 Grants 55,393 53,963 6,400 $ (47,563) -88%
Total All Divisions $ 789,821 $ 1,901,325 $ - $ 1,692,987 $ (208,338) -11%
EXPENDITURES BY FUND
Fund
010 General Fund $ 46,543 $ 53,963 $ - $ 6,400 $ (47,563) -88%
116 Downtown TIF District 109,913 520,000 580,620 $ 60,620 12%
119 Economic Development 375,714 111,000 111,000 $ - 0%
120 Community Housing 66,626 143,962 239,828 $ 95,866 67%
121 Housing Revolving Loans 14,400 14,400 14,400 $ - 0%
130 Americans With Disabilities Fund - 32,000 32,000 $ - 0%
143 N 7th Corridor TIF District 62,678 $ 62,678
144 NEURD TIF 55,061 $ 55,061
145 Mandeville Farm TIF District 38,876 - - $ -
176 Business Improvement District 104,157 104,000 104,000 $ - 0%
186 Development Impacts Fund 24,742 922,000 487,000 $ (435,000) -47%
876 Bozeman Symphony Orchestra 2,475 $ -
881 Montana Arts Council 6,375 $ -
Total All Funds $ 789,821 $ 1,901,325 $ - $ 1,692,987 $ (208,338) -11%
Approved Budget FY09 223 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
Downtown Improvement District (Tax Increment Financing): Spending authority is included for
the anticipated increment payments received during the year, plus available cash balances
for that have been carried-over from FY08’s budget year.
Housing Revolving Loan: Appropriation authority includes $14,400 paid to HRDC for admini-
stration.
Grants. No specific grant spending authority is included in the budget. A budget amendment
will be processed for any successful grant applications.
Community Housing. Revenue equivalent to 1.45 mills has been allocated from the General
Fund to the Community Housing fund for the purpose of supporting Workforce Housing ef-
forts in the city. The Workforce Housing coordinator position has been eliminated in this
fiscal year due to the downturn in subdivision activity.
Approved Budget FY09 224 City of Bozeman, Montana
OTHER INDEX
NON-DEPARTMENTAL
PAGE 225
GENERAL OBLIGATION BONDS DEBT SERVICE
228
SID REVOLVING FUND
230
SID BONDS DEBT SERVICE
232
Approved Budget FY09 225 City of Bozeman, Montana
NON-DEPARTMENTAL
___________________________________________________________
PROGRAM DESCRIPTION
The non-departmental program accounts for expenditures that are not associated with
a specific city department. Examples include insurance premiums paid by the city,
costs of leave pay-outs for terminating employees, contingency funds, etc.
MAJOR OBJECTIVE
To accurately budget and account for non-departmental costs.
Approved Budget FY09 226 City of Bozeman, Montana
NON-DEPARTMENTAL
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ - $ 109,000 $ - $ (109,000) -100%
1200 - 1299 Benefits - - - -
2000 - 7599 Operating 2,986,276 6,764,388 6,000 5,117,170 (1,653,218) -24%
8000 - 8999 Capital 455,713 - - -
9000 - 9699 Debt Service -
9900 - 9999 Transfers 3,165,078 3,420,318 3,969,557 549,239 16%
Total All Categories $ 6,607,067 $ 10,293,706 $ 6,000 $ 9,086,727 $ (1,212,979) -12%
EXPENDITURES BY DIVISION
Division
8910 Insurance $ 2,863,025 $ 3,196,982 $ 3,468,740 $ 271,758 9%
8920 City Band 6,000 6,000 6,000 6,000 $ (6,000) -50%
8940 Other/Contingencies 1,211 1,601,425 1,515,251 $ (86,174) -5%
8960 Transfers 3,165,078 3,420,318 3,969,557 $ 549,239 16% 8970 Senior Transportation 64,700 68,981 72,430 $ 3,449 5%
8980 General 507,053 2,000,000 - $ (2,000,000) -100%
Total All Divisions $ 6,607,067 $ 10,293,706 $ 6,000 $ 9,031,978 $ (1,267,728) -12%
EXPENDITURES BY FUND
Fund
010 General Fund $ 779,418 $ 2,348,869 $ 6,000 $ 2,562,894 $ 208,025 9%
103 Permissive Medical Levy Fund 1,449,000 1,542,415 1,834,796 $ 292,381 19%
104 Liability Insurance Fund 355,458 397,818 415,262 $ 17,444 4%
105 PERS Pension Fund 353,046 394,858 396,396 $ 1,538 0%
106 Police Pension Fund 376,569 416,319 430,805 $ 14,486 3%
107 Fire Pension Fund 259,507 285,946 297,198 $ 11,252 4%
129 Special Projects 461,774 2,000,000 - $ (2,000,000) -100%
131 Beautification of Bozeman 1,301 -
175 Senior Transportation 64,700 68,981 72,430 $ 3,449 5%
185 Insurance Proceeds - 232,000 232,000 $ - 0%
720 Employee Health Insurance 2,506,294 2,606,500 2,790,197 $ 183,697 7%
Total All Funds $ 6,607,067 $ 10,293,706 $ 6,000 $ 9,031,978 $ (1,267,728) -12%
Approved Budget FY09 227 City of Bozeman, Montana
NON-DEPARTMENTAL
___________________________________________________________
FY 09 BUDGET HIGHLIGHTS
The budget includes the following general fund items:
• General fund contribution to the band $6,000.
• Contingency appropriation $150,000.
• Transfer to Police & Fire (state contributions to retirement systems) $1,400,000.
The budget includes the following Special Revenue Fund items:
• Transfer from Permissive Medical Levy Fund to the General Fund $1,834,796.
• Transfer from the PERS Special Revenue Fund to the General Fund $396,396.
• Transfer from the Police Pension Special Revenue Fund to the General Fund
$430,805.
• Transfer from the Fire Pension Special Revenue Fund to the General Fund
$297,198.
• Transfer from the Liability Insurance Special Revenue Fund to the General Fund
$415,262.
• Mill levy for senior transportation $72,430
• Full spending of balance in Insurance Proceeds fund $232,000.
The budget includes the following Health Medical Insurance Fund items:
• Appropriation authority of $2,790,197 for health/medical claims and an adminis-
trative cost allocation.
Approved Budget FY09 228 City of Bozeman, Montana
G.O. BONDS DEBT SERVICE
___________________________________________________________
PROGRAM DESCRIPTION
The General Obligation Bond division accounts for debt service payments associated
with the transportation general obligation bonds.
The $5 million transportation general obligation bonds were sold on April 4, 1995.
The first series of library general obligation bonds were sold in December 2002. The
second library general obligation bonds were sold in April 2003. Both series were part
of the voter-approved levy that was approved in November 2002.
MAJOR OBJECTIVES
• To accurately account for principal and interest payments on general obligation
bonds.
• To maintain adequate fund balance levels in the two debt service funds.
FY 08 BUDGET HIGHLIGHTS
• The transportation bonds will be paid off on July 2014
• The 1st series library bonds will be paid off on July 2021.
• The 2nd series library bonds will be paid in fill in July 2021.
Approved Budget FY09 229 City of Bozeman, Montana
G.O. BONDS DEBT SERVICE
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ -
1200 - 1299 Benefits -
2000 - 7599 Operating 14,926 - -
8000 - 8999 Capital -
9000 - 9699 Debt Service 718,930 721,206 732,202 10,996 2%
9900 - 9999 Transfers
Total All Categories $ 733,856 $ 721,206 $ - $ 732,202 $ 10,996 2%
EXPENDITURES BY DIVISION
Division
9310 G.O. Bonds $ 733,856 $ 721,206 $ 732,202 $ 10,996 2%
Total All Divisions $ 733,856 $ 721,206 $ - $ 732,202 $ 10,996 2%
EXPENDITURES BY FUND
Fund
301 Library Bonds $ 313,135 $ 312,766 $ - $ 316,886 $ 4,120 1%
302 Transportation Bonds 420,721 408,440 415,316 $ 6,876 2%
Total All Funds $ 733,856 $ 721,206 $ - $ 732,202 $ 10,996 2%
Approved Budget FY09 230 City of Bozeman, Montana
SID REVOLVING FUND
___________________________________________________________
PROGRAM DESCRIPTION
The SID Revolving Fund was established pursuant to Section 7-12-4221 MCA. This
law states in part: “The Council or commission of any city or town which has heretofore
created or may hereafter create any special improvement district or districts for any
purpose may in its discretion create, establish, and maintain by ordinance a fund to be
known and designated as the special improvement district revolving fund in order to
secure prompt payment of any special improvement district bonds or sidewalk, curb,
and alley approach warrants issued in payment of improvement made therein and the
interest thereon as it becomes due.”
MAJOR OBJECTIVES
• To secure prompt payment of any special improvement district bonds or sidewalk,
curb, and alley approach warrants issued in payment of improvements made
therein and the interest thereon as it becomes due.
• To meet the requirements of state law.
Approved Budget FY09 231 City of Bozeman, Montana
SID REVOLVING FUND
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ -
1200 - 1299 Benefits -
2000 - 7599 Operating - -
8000 - 8999 Capital -
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ - $ - $ - $ - $ -
EXPENDITURES BY DIVISION
Division
9510 SID Bonds Principal $ -
Total All Divisions $ - $ - $ - $ - $ -
EXPENDITURES BY FUND
Fund
300 S.I.D. Revolving Fund $ - $ - $ - $ - $ -
Total All Funds $ - $ - $ - $ - $ -
Approved Budget FY09 232 City of Bozeman, Montana
SID BONDS DEBT SERVICE
___________________________________________________________
PROGRAM DESCRIPTION
The SID/Sidewalk bond budget unit is used to account for the payments of principal
and interest on the various special improvement district and sidewalk bonds.
Section 7-12-4102 MCA authorizes the city to create special improvement districts and
7-12-4206 authorizes the payment to be made from the fund.
The city issues special improvement district bonds, assesses property taxpayers for
the costs, collects the assessments, and in turn retires the bonds and pays the related
interest expense.
MAJOR OBJECTIVES
• To accurately account for principal and interest payments on SID and Sidewalk
bonds.
FY 09 BUDGET HIGHLIGHTS
• The budget includes appropriation authority necessary for the anticipated repay-
ment of SID bonds principal and interest.
Approved Budget FY09 233 City of Bozeman, Montana
SID BONDS DEBT SERVICE
___________________________________________________________
FY07 FY08 FY08 FY09 DOLLAR %
ACTUALS BUDGET AMEND RECOMMENDED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime
1200 - 1299 Benefits
2000 - 7599 Operating 88,685
8000 - 8999 Capital
9000 - 9699 Debt Service 577,188 1,900,000 1,916,222 16,222 1%
9900 - 9999 Transfers
Total All Categories $ 665,873 $ 1,900,000 $ - $ 1,916,222 $ 16,222 1%
EXPENDITURES BY DIVISION
Division
9710 SID Bonds $ 665,873 $ 1,900,000 $ 1,500,000 $ (400,000) -21%
9720 TIF Bonds 416,222 $ 416,222
Total All Divisions $ 665,873 $ 1,900,000 $ - $ 1,916,222 $ 16,222 1%
EXPENDITURES BY FUND
Fund
310…444 S.I.D. Bond Funds $ 665,873 $ 1,900,000 $ - $ 1,500,000 $ (400,000) -21%
305 Downtown TIF Bonds 416,222 $ 416,222
Total All Funds $ 665,873 $ 1,900,000 $ - $ 1,916,222 $ 16,222 1%
Approved Budget FY09 234 City of Bozeman, Montana
APPENDIX INDEX
CAPITAL EXPENDITURES SUMMARY
PAGE 235
WATER & WASTEWATER RATE INCREASES
237
US CONSUMER PRICE INDEX
238
TRANSPORTATION GO BOND DEBT SCHEDULE
239
LIBRARY GO BOND #1 DEBT SERVICE SCHEDULE
240
LIBRARY GO BOND #2 DEBT SERVICE SCHEDULE
241
LYMAN CREEK #1 & #2 REVENUE BOND SCHEDULE
242
GLOSSARY OF KEY TERMS
244
Approved Budget FY09 235 City of Bozeman, Montana
FY09 Approved Capital Expenditures
** Note: Some Capital Projects are budged as "Contracted Services" and don't appear on this list.
Municipal Court Copier/Fax/Scanner 8,450
Finance Fire/Tamper Proof Safe 12,500
Facilities Chairs for Commission Room 10,000
ATV for Snow Removal 7,000
Industrial Vacuum (Split w/Parking) 18,000
Information Technology Phone System 36,000
Police/Shops/Library Gateways 22,500
Data Storage Hardware 45,000
Wireless AP's (Rouse Phase) 25,000
Video Surveillance 21,500
Server Licenses 10,000
Plotter 18,000
Police Patrol Cars 212,899
Mobile Data Terminal Upgrades 65,340
Investigation Vehicle 25,000
Fire Shift Supervisor Vehicle 55,000
Firefighter Equipment for Engine #3 111,775
Self-Contained Breathing Apparatus 187,980
Mobile Data Terminals 28,500
Cemetery Mower Replacement 12,000
Parks Bogert Restroom 125,000
Bogert Playground 52,000
Park Improvement Grants 150,000
Story Mansion Design & Construction 835,319
Library Staff Copier 5,600
Self Check Station & LCD Projector 23,500
Streets Overlay Project (Babcock, 8th-Church) 300,000
Ramp & Sidewalk Installations 45,000
Thermo Plastic Lane Markings 10,000
Curb, Gutter, Sidewalk Replacement Program 75,000
Flex Fuel Vehicle 26,000
Sand Storage Shed 83,200
Boulevard Mtc Program 25,000
Forestry Spade Attachment for Skid Steer Loader 15,600
Approved Budget FY09 236 City of Bozeman, Montana
FY09 Recommended Capital Expenditures—Cont’d
** Note: Some Capital Projects are budged as "Contracted Services" and don't appear on this list.
Fire Impact Fees Construction & Equipping Fire Station #3 3,392,463
Street Impact Fees ROW 100,000
Baxter (7th to 19th) 2,700,000
Design - College (Main to 19th) 250,000
Design - Durston (Fowler to Cottonwood) 500,000
Design - Oak (Rouse to Cedar) 500,000
Intersection Control - 11th & College 350,000
Intersection Control - 11th & Kagy 500,000
Intersection Control - 15th & Oak 500,000
Intersection Control - 7th & Kagy 500,000
Graf Street Connection 1,000,000
Fire Cap & Equip Reserve Fire Engine #3 450,000
Water Plant Design of Water Treatment Plant 1,000,000
Water Operations Flex Fuel Vehicle 35,000
Water valve Operator with Vacuum 41,000
Water Fill Station 330,000
Value Installation and Bypass 67,000
Bi-Annual Upgrades 1,000,000
Water Impact Fees Design of Water Treatment Plant 500,000
Graf Street Connection 150,000
Wastewater Plant Lachat Auto Analyzer 48,500
WWTP Construction: Update per HDR 7,054,000
Wastewater Impact Fees WWTP Construction: Update per HDR 4,380,000
Hospital Trunk Line (less Developer Contribution) 743,400
Graf Street Connection 50,000
Solid Waste Collection Tote Delivery Truck 25,000
Side Load Truck (less Trade In) 165,000
Front Load Truck 180,000
Building Expansion 175,000
TOTAL 29,390,026
Approved Budget FY09 237 City of Bozeman, Montana
Water & Wastewater Utility Rate Increases (Decreases)
Calendar Year Water Rates Wastewater Rates
1989 7.0% 12.0%
1990 6.5% 10.5%
1991 4.5% 9.0%
1992 ‐ ‐
1993 ‐ 9.5%
1994 5.0% 9.5%
1995 ‐ 12.0%
1996 4.0% 4.0%
1996 Surcharge ‐ 25.0%
1997 ‐ ‐
1998 Surcharge ‐ 20.0%
1998 3.0% 3.0%
1999 7.0% 28.0%
2000 3.0% ‐
2001 7.0% 3.0%
2002 ‐ ‐
2003 6.0% ‐
2004 ‐ ‐
2005 10.0% 15.0%
2006 10.0% 10.0%
2007 ‐ 5.0%
2008 ‐ 9.0%
Approved Budget FY09 238 City of Bozeman, Montana
US CONSUMER PRICE INDEX
The City uses the Consumer Price index as a general gauge of price inflation.
Consumer Price Index— All Items, Unadjusted, Urban Consumers (CPI-U)
Source: Bureau of Labor Statistics, US Dept of Labor
Year Ending December, CPI-U % Change
1997 164.0 1.7%
1998 166.8 1.6%
1999 169.4 2.7%
2000 174.0 3.4%
2001 176.7 1.6%
2002 180.9 2.4%
2003 184.3 1.9%
2004 190.3 3.3%
2005 196.8 3.4%
2006 201.8 2.5%
2007 210.0 4.1%
Consumer Price Index, WESTERN STATES— All Items, Unadjusted, Urban Con-
sumers (CPI-U). Source: Bureau of Labor Statistics, US Dept of Labor
ANNUAL CPI-U Western % Change
1997 161.4 2.4%
1998 164.4 1.9%
1999 168.9 2.7%
2000 174.8 3.5%
2001 181.2 3.7%
2002 184.7 1.9%
2003 188.6 2.1%
2004 193.0 2.3%
2005 198.9 3.1%
2006 205.7 3.4%
2007 212.2 3.2%
The City’s Living Wage Ordinance bases increase on the CPI-U for Western States.
Approved Budget FY09 239 City of Bozeman, Montana
CITY OF BOZEMAN
TRANSPORTATION G.O. BONDS REFUNDING
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
April 15, 2003 $3,480,000
July 1, 2003 $41,235 $41,235 3,480,000
January 1, 2004 49,483 49,483
July 1, 2004 49,483 49,483 3,480,000
January 1, 2005 49,483 49,483
July 1, 2005 $280,000 1.300 49,483 329,483 3,200,000
January 1, 2006 47,663 47,663
July 1, 2006 310,000 1.700 47,663 357,663 2,890,000
January 1, 2007 45,028 45,028
July 1, 2007 315,000 2.100 45,028 360,028 2,575,000
January 1, 2008 41,720 41,720
July 1, 2008 325,000 2.500 41,720 366,720 2,250,000
January 1, 2009 37,658 37,658
July 1, 2009 340,000 2.700 37,658 377,658 1,910,000
January 1, 2010 33,068 33,068
July 1, 2010 350,000 3.150 33,068 383,068 1,560,000
January 1, 2011 27,555 27,555
July 1, 2011 365,000 3.300 27,555 392,555 1,195,000
January 1, 2012 21,533 21,533
July 1, 2012 385,000 3.450 21,533 406,533 810,000
January 1, 2013 14,891 14,891
July 1, 2013 395,000 3.600 14,891 409,891 415,000
January 1, 2014 7,781 7,781
July 1, 2014 415,000 3.750 7,781 422,781 0
TOTALS $3,480,000 $792,955 $4,272,955
Approved Budget FY09 240 City of Bozeman, Montana
CITY OF BOZEMAN
G. O. BOND-LIBRARY #1
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
January 1, 2002 $2,315,000
July 1, 2002 $59,130 $59,130 2,315,000
January 1, 2003 50,683 50,683
July 1, 2003 $85,000 3.500 50,683 135,683 2,230,000
January 1, 2004 49,195 49,195
July 1, 2004 90,000 3.500 49,195 139,195 2,140,000
January 1, 2005 47,620 47,620
July 1, 2005 90,000 3.750 47,620 137,620 2,050,000
January 1, 2006 45,933 45,933
July 1, 2006 95,000 4.000 45,933 140,933 1,955,000
January 1, 2007 44,033 44,033
July 1, 2007 95,000 4.000 44,033 139,033 1,860,000
January 1, 2008 42,133 42,133
July 1, 2008 100,000 4.000 42,133 142,133 1,760,000
January 1, 2009 40,133 40,133
July 1, 2009 105,000 4.000 40,133 145,133 1,655,000
January 1, 2010 38,033 38,033
July 1, 2010 110,000 4.000 38,033 148,033 1,545,000
January 1, 2011 35,833 35,833
July 1, 2011 110,000 4.100 35,833 145,833 1,435,000
January 1, 2012 33,578 33,578
July 1, 2012 115,000 4.250 33,578 148,578 1,320,000
January 1, 2013 31,134 31,134
July 1, 2013 120,000 4.300 31,134 151,134 1,200,000
January 1, 2014 28,554 28,554
July 1, 2014 125,000 4.400 28,554 153,554 1,075,000
January 1, 2015 25,804 25,804
July 1, 2015 135,000 4.500 25,804 160,804 940,000
January 1, 2016 22,766 22,766
July 1, 2016 140,000 4.600 22,766 162,766 800,000
January 1, 2017 19,546 19,546
July 1, 2017 145,000 4.750 19,546 164,546 655,000
January 1, 2018 16,103 16,103
July 1, 2018 150,000 4.800 16,103 166,103 505,000
January 1, 2019 12,503 12,503
July 1, 2019 160,000 4.900 12,503 172,503 345,000
January 1, 2020 8,583 8,583
July 1, 2020 170,000 4.950 8,583 178,583 175,000
January 1, 2021 4,375 4,375
July 1, 2021 175,000 5.000 4,375 179,375 0
TOTALS $2,315,000 $1,252,202 $3,567,202
Approved Budget FY09 241 City of Bozeman, Montana
C I T Y O F B O Z E M A N
G. O. BOND-LIBRARY #2
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
April 15, 2003 $1,685,000
July 1, 2003 $24,159 $24,159 1,685,000
January 1, 2004 28,991 28,991
July 1, 2004 $65,000 1.250 28,991 93,991 1,620,000
January 1, 2005 28,585 28,585
July 1, 2005 70,000 1.300 28,585 98,585 1,550,000
January 1, 2006 28,130 28,130
July 1, 2006 70,000 1.700 28,130 98,130 1,480,000
January 1, 2007 27,535 27,535
July 1, 2007 75,000 2.100 27,535 102,535 1,405,000
January 1, 2008 26,748 26,748
July 1, 2008 75,000 2.500 26,748 101,748 1,330,000
January 1, 2009 25,810 25,810
July 1, 2009 80,000 2.750 25,810 105,810 1,250,000
January 1, 2010 24,710 24,710
July 1, 2010 80,000 3.150 24,710 104,710 1,170,000
January 1, 2011 23,450 23,450
July 1, 2011 90,000 3.250 23,450 113,450 1,080,000
January 1, 2012 21,988 21,988
July 1, 2012 90,000 3.500 21,988 111,988 990,000
January 1, 2013 20,413 20,413
July 1, 2013 95,000 3.650 20,413 115,413 895,000
January 1, 2014 18,679 18,679
July 1, 2014 100,000 3.750 18,679 118,679 795,000
January 1, 2015 16,804 16,804
July 1, 2015 95,000 4.000 16,804 111,804 700,000
January 1, 2016 14,904 14,904
July 1, 2016 105,000 4.000 14,904 119,904 595,000
January 1, 2017 12,804 12,804
July 1, 2017 110,000 4.200 12,804 122,804 485,000
January 1, 2018 10,494 10,494
July 1, 2018 115,000 4.250 10,494 125,494 370,000
January 1, 2019 8,050 8,050
July 1, 2019 120,000 4.300 8,050 128,050 250,000
January 1, 2020 5,470 5,470
July 1, 2020 120,000 4.350 5,470 125,470 130,000
January 1, 2021 2,860 2,860
July 1, 2021 130,000 4.400 2,860 132,860 0
TOTALS $1,685,000 $717,004 $2,402,004
Approved Budget FY09 242 City of Bozeman, Montana
CITY OF BOZEMAN
LYMAN CREEK WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
Payment Principal Interest Semi-Annual Principal
Date Payment Payment Payment Balance
$615,889
May 23, 1996 $16,360 $17,421 $33,781 599,529
November 23,1996 16,761 14,688 31,450 582,768
May 23, 1997 17,172 14,278 31,450 565,596
November 23,1997 17,593 13,857 31,450 548,003
May 23, 1998 18,024 13,426 31,450 529,980
November 23,1998 18,465 12,985 31,450 511,515
May 23, 1999 18,918 12,532 31,450 492,597
November 23,1999 19,381 12,069 31,450 473,216
May 23, 2000 19,856 11,594 31,450 453,360
November 23,2000 20,342 11,107 31,450 433,018
May 23, 2001 20,841 10,609 31,450 412,177
November 23,2001 21,351 10,098 31,450 390,826
May 23, 2002 21,874 9,575 31,450 368,951
November 23,2002 22,410 9,039 31,450 346,541
May 23, 2003 22,959 8,490 31,450 323,582
November 23,2003 23,522 7,928 31,450 300,060
May 23, 2004 24,098 7,351 31,450 275,962
November 23,2004 24,689 6,761 31,450 251,273
May 23, 2005 25,293 6,156 31,450 225,980
November 23,2005 25,913 5,537 31,450 200,066
May 23, 2006 26,548 4,902 31,450 173,518
November 23,2006 27,198 4,251 31,450 146,320
May 23, 2007 27,865 3,585 31,450 118,455
November 23,2007 28,547 2,902 31,450 89,908
May 23, 2008 29,247 2,203 31,450 60,661
November 23,2008 29,963 1,486 31,450 30,697
May 23, 2009 30,697 752 31,449 0
TOTALS $615,889 $235,583 $851,472
Approved Budget FY09 243 City of Bozeman, Montana
CITY OF BOZEMAN
LYMAN CREEK WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
PHASE II
Payment Principal Interest Semi-Annual Principal
Date Payment Payment Payment Balance
$316,712
November 23,1996 $7,272 $7,759 $15,031 309,441
May 23, 1997 7,450 7,581 15,031 301,991
November 23,1997 7,632 7,399 15,031 294,359
May 23, 1998 7,819 7,212 15,031 286,539
November 23,1998 8,011 7,020 15,031 278,528
May 23, 1999 8,207 6,824 15,031 270,321
November 23,1999 8,408 6,623 15,031 261,913
May 23, 2000 8,614 6,417 15,031 253,299
November 23,2000 8,825 6,206 15,031 244,474
May 23, 2001 9,041 5,990 15,031 235,432
November 23,2001 9,263 5,768 15,031 226,169
May 23, 2002 9,490 5,541 15,031 216,679
November 23,2002 9,722 5,309 15,031 206,957
May 23, 2003 9,961 5,070 15,031 196,996
November 23,2003 10,205 4,826 15,031 186,792
May 23, 2004 10,455 4,576 15,031 176,337
November 23,2004 10,711 4,320 15,031 165,626
May 23, 2005 10,973 4,058 15,031 154,653
November 23,2005 11,242 3,789 15,031 143,411
May 23, 2006 11,517 3,514 15,031 131,893
November 23,2006 11,800 3,231 15,031 120,094
May 23, 2007 12,089 2,942 15,031 108,005
November 23,2007 12,385 2,646 15,031 95,620
May 23, 2008 12,688 2,343 15,031 82,932
November 23,2008 12,999 2,032 15,031 69,932
May 23, 2009 13,318 1,713 15,031 56,615
November 23,2009 13,644 1,387 15,031 42,971
May 23, 2010 13,978 1,053 15,031 28,992
November 23,2010 14,321 710 15,031 14,672
May 23, 2011 14,672 359 15,031 0
TOTALS $316,712 $134,220 $450,932
Approved Budget FY09 244 City of Bozeman, Montana
GLOSSARY OF KEY TERMS
ACCRUAL BASIS A basis of accounting in which transactions are recognized at the
time they are incurred, as opposed to when cash is received or
s p e n t .
APPROPRIATION Legal authorization granted by City Commission to make expendi-
tures and incur obligations.
ASSESSED VALUATION A value that is established for real and personal property for use as
a basis for levying property taxes. (For the City of Bozeman, Prop-
erty values are established by the Montana Department of Reve-
nue.)
ASSET Resources owned or held by a government which have monetary
value.
AVAILABLE
(UNDESIGNATED)
FUND BALANCE Refers to the funds remaining from the prior years which are avail-
able for appropriation and expenditure in the current year.
BOND A written promise to pay a sum of money on a specific date at a
specified interest rate. The most common types of bonds are gen-
eral obligation, revenue, and special assessment district bonds.
These are most frequently used for construction of large capital
projects such as buildings, streets, and water and waste water
lines.
BOND RATING An evaluation of a bond issuer’s credit quality and perceived ability
to pay the principal and interest on time and in full.
BOND REFINANCING The payoff and re-issuance of bonds, to obtain better interest rates
and/or bond conditions.
BUDGET Plan of financial operation, embodying an estimate of proposed
expenditures for a given period (City of Bozeman’s budget is for a
fiscal year July 1—June 30) and the proposed means of financing
them. Upon approval by Commission, the appropriation ordinance
is the legal basis for incurring expenditures.
BUDGET AMENDMENT A procedure to revise the appropriation ordinance through action
by the City Commission.
BUDGET CALENDAR The schedule of key dates or milestones which the City follows in
the preparation, adoption, and administration of the budget.
BUDGET MESSAGE The opening section of the budget which provides the City Com
mission and the public with a general summary of the most impor
Approved Budget FY09 245 City of Bozeman, Montana
-tant aspects of the budget, changes from the current and previous
fiscal years, and recommendations regarding the financial policy for
the upcoming period.
BUDGETARY BASIS This refers to the form of accounting utilized throughout the budget
process. These generally take on of three forms: GAAP, Cash,
and Modified Accrual.
BUDGETARY CONTROL The control or management of a government or enterprise in accor-
dance with an approved budget for the purpose of keeping expen-
ditures within the limitations of available appropriations and avail-
able revenues.
CAPITAL BUDGET The Capital Budget comprises the capital improvements that are
funded in the current budget year.
CAPITAL EXPENDITURES The item has a unit cost over $5,000, benefits future periods, has a
normal useful life of 1 year or more, has an identity that does not
change with use (i.e., retains its identity throughout its useful life),
and s identifiable and can be separately accounted for. Improve-
ments to existing assets must add life and value to be included as
a capital item.
CAPITAL IMPROVEMENTS Expenditures related to the acquisition, expansion, or rehabilitation
of an element of the government’s physical plant; sometimes re-
ferred to as infrastructure.
CAPITAL IMPROVEMENTS
PROGRAM (CIP) A plan for capital expenditures needed to maintain, replace, and
expand the City’s heavy equipment and public infrastructure (for
example streets, parks, buildings, etc.) The CIP projects these
capital equipment and infrastructure needs for a set number of
years (5 years for City of Bozeman’s Program) and is updated an-
nually to reflect the latest priorities, cost estimates and changing
financial estimates or strategies. The first year of the adopted CIP
becomes the basis of the City’s capital budget.
CAPITAL OUTLAY Items that cost more than $5,000 and have a useful life of one year
or more.
CAPITAL PROJECT New facility, technology system, land or equipment acquisition, or
improvements to existing facilities beyond routine maintenance.
Capital projects are included in the CIP and become fixed assets.
CASH BASIS A basis of accounting in which transactions are recognized only
when cash is increased or decreased.
CDBG Community Development Block Grant.
Approved Budget FY09 246 City of Bozeman, Montana
CIP See Capital Improvement Program.
CONTINGENCY A budgetary reserve set aside for emergencies or unforeseen ex-
penditures not otherwise budgeted.
CONTRACTED SERVICES Expenditures for services performed by firms, individuals, not other
city departments.
DEBT LIMIT The maximum amount of gross or net debt which is legally permit-
ted.
DEBT RATIO Ratios which provide a method of assessing debt load and the abil-
ity to repay debt which plays a part in the determination of credit
ratings. They are also used to evaluate the City’s debt position
over time and against its own standards and policies.
DEBT SERVICE Payment of principal and interest related to long term loans or
bonds.
DEBT SERVICE FUND A fund established to account for the accumulation of resources
for, and the payment of, general long-term debt principal and inter-
est.
DEBT SERVICE FUND
REQUIREMENT The amounts of revenue which must be provided for a Debt Ser-
vice Fund so that all principal and interest payments can be made
in full on schedule.
DEFICIT The excess of an entity’s liabilities over its assets or the excess of
expenditures over revenues during a single accounting period.
DEPARTMENT A major administrative division of the City which indicates overall
management responsibility for an operation or a group of related
operations within a functional area.
DEPRECIATION Expiration in the service life of fixed assets, attributable to wear and
tear, deterioration, action of physical elements, inadequacy, and
obsolescence.
DESTINGUISHED BUDGET
PRESENTATION AWARDS
PROGRAM A voluntary awards program administered by the Government Fi-
nance Officers Association to encourage governments to prepare
effective budget documents.
DIVISION A group of homogenous cost centers within a department.
ENTERPRISE FUND A fund established to account for operations that are financed and
operated in a manner similar to private business enterprises -
where the intent of the governing body is that the costs (expenses,
Approved Budget FY09 247 City of Bozeman, Montana
including depreciation) of providing goods or services to the gen-
eral public on a continuing basis be financed or recovered primarily
through user charges.
ESTIMATE The most recent prediction of current year revenue and expendi-
tures. Estimates are based upon many months of actual expendi-
ture and revenue information and are prepared to consider the im-
pact of unanticipated costs or other economic changes.
ESTIMATED REVENUE The amount of projected revenue to be collected during the fiscal
year.
EXPENDITURES Decreases in net financial resources.
FISCAL YEAR The time period signifying the beginning and ending period for re-
cording financial transactions. The city's fiscal year begins on July
1 and ends on June 30 of each year.
FIXED ASSETS Assets of long-term character which are intended to continue to be
held or used, such as land, buildings, machinery, furniture and
other equipment.
FTE See Full Time Equivalent.
FULL FAITH AND CREDIT A pledge of a government’s taxing power to repay debt obligations.
FULL TIME EQUIVALENT Also referred to as FTE. The yearly personnel hours worked by a
position divided by the total available work hours for a full year
(2080).
FUND An accounting entity with a self-balancing set of accounts which
are segregated for the purpose of carrying on specific activities or
attaining certain objectives in accordance with special regulations,
restrictions or limitations.
FUND BALANCE As used in the budget, the excess of resources over expenditures.
The beginning fund balance is the residual funds brought forward
from the previous fiscal year. Also defined as current assets minus
current liabilities in a governmental fund.
GAAP See Generally Accepted Accounting Principles.
GENERAL FUND The fund used to account for all of the City’s financial resources
except those required to be accounted for in another fund.
GENERAL OBLIGATION
BONDS (G.O. Bonds) Bonds for the payment of which the full faith and
credit of the issuing government are pledged. These bonds usually
Approved Budget FY09 248 City of Bozeman, Montana
require voter approval and finance a variety of public projects such
as roads, buildings, parks and improvements.
GOAL A statement of broad direction, purpose or intent based on the
needs of the community.
G.O. BONDS See General Obligation Bonds.
GRANT A contribution by one government unit or funding source to an-
other. The contribution is usually made to aid in the support of a
specified function (e.g. public safety or drug enforcement,) but is
sometimes for general purposes.
IMPROVEMENT DISTRICT Special assessment districts formed by property owners who de-
sire and are willing to pay for mutually enjoyed improvements such
as lighting or street maintenance.
INFRASTRUCTURE Facilities that support the daily life and growth of the city, for exam-
ple, streets, public buildings, wastewater treatment, parks.
INTERGOVERNMENT
REVENUE Funds received from federal, state, and other local government
sources in the form of grants, shared revenues, and payments in
lieu of taxes.
INTERNAL SERVICE FUND A fund used to account for the financing of goods or services pro-
vided by one department or agency to other departments on a cost
-reimbursement basis.
LEASE-PURCHASE
AGREEMENT Contractual agreements which are termed "leases", but which in
substance amount to purchase contracts for equipment and ma-
chinery.
LEVY (Verb) To impose taxes, special assessments, or service charges
for the support of governmental activities. (Noun) The total
amount of taxes, special assessments, or service charges imposed
by a government.
LINE-ITEM BUDGET A budget that lists each expenditure category (salary, materials,
telephone service, travel, etc.) separately, along with the dollar
amount budgeted for each specific category.
LONG-TERM DEBT Debt with a maturity of more than one year after the date of issu-
ance.
MANDATE Legislation passed by the state or federal government requiring
action or provision of services and/or programs by the City. Exam-
ples include the Americans with Disabilities Act, which requires
Approved Budget FY09 249 City of Bozeman, Montana
such actions as physical facility improvements and provision of
specialized equipment for public recreation and transportation.
MILL LEVY Rate applied to Assessed Valuation to determine property taxes. A
mill is 1/10th of a penny, or $1.00 of tax for each $1,000 of as-
sessed valuation.
OBJECT As used in expenditure classification, this term applies to the article
purchased or the service obtained (as distinguished from the re-
sults obtained from expenditures). Examples are personnel ser-
vices, contracted services, and supplies and materials.
OBJECTIVE A desired outcome-oriented accomplishment that can be measured
and achieved within a given time frame, and advances the activity
or organization toward a corresponding goal.
OPERATING BUDGET The portion of the budget that pertains to daily operations that pro-
vide basic governmental services. The operating budget contains
appropriations for such expenditures as personnel, supplies, utili-
ties, materials, and services.
ORDINANCE A formal legislative enactment by the City Commission. If it is not
in conflict with any higher form of law, such as state statute or con-
stitutional provision, it has the full force and effect of law within the
boundaries of the City.
OUTSTANDING BONDS Bonds not yet retired through principal payment.
OVERLAPPING DEBT The City’s proportionate share of the debt of other local govern-
mental units which either overlap it or underlie it. The debt is gen-
erally apportioned based on relative assessed value.
PAYMENT IN LIEU
OF TAXES Also referred to as PILT. Payments made in lieu of taxes from an-
other government or entity.
PERFORMANCE BUDGET A budget that focuses on departmental goals and objectives rather
than line items, programs, or funds. Workload and unit cost data
are collected in order to assess effectiveness and efficiency of ser-
vices.
PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and
wages paid for services performed by City employees, as well as
the fringe benefit costs.
PROPERTY TAX A levy upon each $100 of assessed valuation of real and personal
property within the City of Bozeman.
Approved Budget FY09 250 City of Bozeman, Montana
RESOLUTION A special or temporary order of a legislative body (City Commis-
sion) requiring less legal formality than an ordinance or statute.
RESOURCES Total amounts available for appropriation including estimated reve-
nues, fund transfers, and beginning fund balances.
REVENUE Funds that the government receives as income. It includes items
such as tax payments, fees for specific services, receipts from
other governments, fines, forfeitures, grants, shared revenues and
interest income.
REVENUE BONDS Bonds sold for constructing a project that will produce revenue for
the government. That revenue is pledged to pay the principal and
interest of the bond.
RISK MANAGEMENT An organized attempt to protect a government’s assets against ac-
cidental loss in the most economical method.
SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources
(other than special assessments, expendable trusts, or of major
capital projects) that are legally restricted to expenditure for speci-
fied purposes.
STATE SHARED REVENUE Revenues levied and collected by the state but shared with local
governments as determined by state government. Entitlement
funds received by the City form the state of Montana is the largest
State Shared Revenue.
TAXES Compulsory charges levied by a government for the purpose of
financing services performed for the common benefit. This term
does not refer to specific charges made against particular property
for current or permanent benefits, such as special assessments.
TRANSFERS IN/OUT Amounts transferred from one fund to another to assist in financing
the services fro the recipient fund.
UNRESERVED FUND
BALANCE The portion of a fund’s balance that is not restricted for a specific
purpose and is available for general appropriation.
USER CHARGES OR FEES The payment of a fee for direct receipt of a public service by the
party benefiting from the service.
WORKLOAD INDICATOR A unit of work to be done (e.g. number of permit applications re-
ceived for the number of burglaries to be investigated.)