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COMMISSION MEMORANDUM
REPORT TO: Honorable Mayor and City Commission
FROM: Anna Rosenberry, Finance Director
Chris Kukulski, City Manager
SUBJECT: FY10 Budget Discussion – General Fund – All Others
MEETING DATE: August 17, 2009
AGENDA ITEM TYPE: Action Item, 4-6pm
RECOMMENDATION: Give staff direction on any changes to City Manager’s
Recommended Budget for FY10.
BACKGROUND: The City Manager’s Recommended Budget for FY2009-2010 (FY10)
was made available to the Commission and the public on June 1, 2009 and a formal presentation
was made on June 15, 2009. During that presentation, it was determined that a number of
additional meetings would be held during the summer to better understand the elements of the
proposed spending plans for the year.
Attached is a brief discussion list for your review prior to the meeting. The presentation by staff
will be short and will primarily focus on the divisions of the General Fund that are not Public
Safety/Criminal Justice related:
· City Commission
· City Manager’s Office
· Finance
· Facilities Management
· Information Technology
· Cemetery
· Parks
· Recreation
· Library
Questions regarding these or other divisions are welcome. If those are forwarded to us prior to
the meeting, we will be best prepared with answers that night. However, answers can be
prepared for presentation at a later date, if necessary.
The City has received notice from the Montana Department of Revenue that taxable values will
be delayed by at least 3 weeks this year. They estimate delivery of certified values in the last
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week of August. Based on this information, we estimate Final Appropriation and Tax Levy
resolutions will adopted on September 14, 2009.
FISCAL EFFECTS: The Approved Budget for FY10 has far-reaching fiscal effects. This
discussion is meant provide guidance on budget issues in time for their inclusion in the Final
Appropriation and Tax Levy resolutions.
ALTERNATIVES: As suggested by the City Commission.
Attachments: August17, 2009 Budget Discussion List
Library Workload Indicators & Performance Measurers
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August 17, 2009 - FY 10 BUDGET DISCUSSION List
1. Commission Budget - $170,000
a. Ethics Board currently has no budget, it was not seated at the time of CM
Recommended Budget development. Commission Budget has historically
included Special Bodies (Study Commission.)
2. City Manager’s Office - $882,000 (Administration, City Clerk, Human Resources,
Neighborhoods.)
a. Highlights:
i. National Citizen Survey - $12,000
ii. License Plate - $6,000
iii. Municipal Code Codification - $7,300
iv. Salary Survey - $24,000 **correction
v. Organization-wide leadership training $20,000
3. Finance Department (Admin, Accounting, Treasury, Grants/Sustainability) - $906,000
a. Highlights:
i. Budget and CIP Document Printing - $3,000
ii. Annual Audit (General Fund Share) - $21,000
iii. GASB 45 OPEB footnote compliance - $10,000
iv. Training for Green Facility Maintenance Practices - $2,000
4. Facilities Management - $1,205,000
a. Listing of Facilities included on page 109 of CM Rec. Budget.
b. FY10 Projects include Shops Complex remodel and New Vehicle Maintenance
Shop; completion of Fire Station #3; Landfill Addition; EECBG Upgrades to
City Buildings.
c. Also includes Training for Green Facility Maintenance Practices - $3,500
d. Adjustment of $20,000 due to Custodial Contract error.
i. City Hall/Shops Irrigation Repairs - $8,000
ii. City Hall/Shops Clothing, Vehicle Supplies, Small Equipment & Tools -
$2,500 (use other building’s if necessary)
iii. Old City Hall Vacancy Maintenance Costs - $2,000 (absorb, as necessary)
iv. Shops Overhead Door Repair & Maintenance - $4,000 (part of remodel
project)
v. Professional Building General Repairs - $3,500 (hold off on wall and
surface upgrades, plumbing upgrades, electrical upgrades.)
e. Teamster contract for FY10 has not been signed.
5. Information Technology - $865,000
a. Highlights:
i. Upgrades to Citywide Anti-virus - $21,600
ii. Continued VoIP (phone) upgrades and maintenance - $28,000
iii. Router and Switch replacements - $25,000
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iv. Changing from 3-year to 4-year warranties and replacements for citywide
PC’s.
6. Cemetery - $481,900
a. Highlights:
i. Cemetery fees increased July 1, 2009
ii. Lot sales and interments are relatively flat over the past three years.
iii. Teamster contract for FY10 has not been signed.
7. Parks - $1,339,000
a. Highlights:
i. Park Improvement Grants - $100,000
ii. Security Services - $19,000
iii. Mowing & Snowplowing contracts - $10,500
iv. Working through FY10 with Facilities Maintenance to see where seasonal
labor may be able to replace mowing/plowing/service contracts around
city buildings.
v. Teamster contract for FY10 has not been signed.
8. Recreation - $1,177,654
a. Highlights:
i. Swim Center UV Disinfection System - $55,000
ii. Repair and Maintenance to Swim Center - $60,700
iii. Repair and Maintenance to Bogert Pool - $21,300
iv. Repair and Maintenance to Lindley & Beall Centers - $18,800
v. Completion of Swim Center Air Handler and Pool Drain projects.
9. Library - $1,536,000
a. Updated Workload Indicators are included with this packet.
b. Highlights:
i. Adoption of a Strategic Plan (approved on July 15, 2009)
ii. Radio Frequency Identification system to secure materials and make them
easier to identify through the check-in/check-out/shelving processes -
$134,000.
iii. Increased funding assistance from the Friends/Foundation as Library is
asked to make cuts to General Fund requirements.
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LIBRARY
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PERFORMANCE MEASURERS
Effectiveness Measurers
(workload per capita – based on 47,805 service
population)
Standard
FY 07
Actual
FY 08
Actual
FY 09
Projected
FY10
Budgeted
Circulation of Materials
9.9 11.45 12.58 13.28 13.94
Registered Borrowers – as a percent of
total service population
50% 54% 58% 61% 64%
Total volumes
2.38 2.45 2.63 2.75 2.9
Reference transactions
1 2.09 2.29 2.33 2.37
Interlibrary loan transactions
.1 .05 .06 .07 .08
Children’s program attendance
30% 28% 33% 38% 42%
Efficiency Measurers
(workload/FTE – based on 19.66 FTE)
Standard
FY 07
Actual
FY 08
Actual
FY 09
Projected
FY10
Budgeted
Circulation of Materials
20,000 27833 29115 29994 31493
Registered Borrowers
1,000 1305 1341 1384 1440
Total volumes
4,000 5955 6075 6214 6554
Reference transactions
2,000 5078 5289 5268 5347
Interlibrary loan transactions
200 121 148 165 189
Children’s program attendance
650 676 771 864 950
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LIBRARY
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WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 07
Actual
FY 08
Actual
FY 09
Projected
FY10
Budgeted
Library Materials Circulated
547194 601250 634667 666400
Children's Programs Provided
349 451 497 522
Attendance at Children's Programs
13294 15926 18280 20108
Reference Questions Answered
99827 109281 111464 113136
Interlibrary Loan Transactions
2383 3052 3500 3999
Registered Borrowers
25661 27711 29291 30463
New Library Materials Cataloged
9559 12939 13079 14000
Materials Reserved
7144 8037 9380 10787
Materials Renewed
41064 43800 44456 45123
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