Loading...
HomeMy WebLinkAboutREVISED 9-9 ENTIRE PACKET 4336 Revised Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Chris Kukulski, City Manager Anna Rosenberry, Finance Director SUBJECT: Adoption of Resolution No. 4336 **UPDATED INFORMATION – 9/9/2011** **REVISED ATTACHMENTS – 9/9/2011** MEETING DATE: September 12, 2011 AGENDA ITEM TYPE: Action RECOMMENDATION: Adopt Resolution No. 4336, after public hearing, discussion, and any changes. BACKGROUND: On June 13, 2011 the Commission adopted the City Manager’s (CM) Recommended Budget for Fiscal Year 2011-2012 (FY12) as the Preliminary Budget. Numerous public meetings have been held to discuss specific budget issues during the past months, as well as a number of assessment/fee hearings associated with this budget proposal. The CM Recommended Budget did not contain complete information regarding the Planning Department and Library workloads. Those revised sheets are attached to this memo, and will be incorporated into the Approved Budget document. During Budget Work Sessions, questions were asked about specific project funding. In response, four memos have been prepared, and are attached, to further describe: 1. Bogert Pool and Swim Center Capital 2. Recommended Community Climate Action Plan Budget 3. Parks Maintenance Budget 4. Aerial Photography Project General Fund Unreserved Fund Balance: This year, during budget discussions, Commissioners spoke in favor of adopting a budget that used any reserve amount in excess of the minimum required to reduce our tax levy. And, while the prior fiscal year is not yet closed and audited, the Finance Department has been working hard to complete many of the year-ending entries so that we can arrive at a more solid estimate of the General Fund's ending fund balance. (Under governmental accounting rules, many of the revenues and expenditures that are received/occur in July and August are posted to the prior fiscal year.) Last Year's Budget Savings: At the end of the fiscal year, expenditures and transfers across all the departments in the general fund were $1.5 million less than the FY11 Adopted Budget. Of this amount, Police Vacancy Savings accounted for $638,000. The remaining $840,000 represents 3.8% of the total budget. It comprised of savings in the following areas: • Approximately $420,000 in personnel cost savings due to turn-over, reviews prior to re-hiring decisions were made, and some difficulties in hiring part-time and seasonal positions. The City Manager's Office (Human Resources), Municipal Court, Finance, Fire Department, Parks and Recreation all experienced lower-than-budget personnel costs due to vacancies. • Approximately $150,000 in operating budget savings across departments. The biggest areas of savings were in the City Attorney's office, with the costs of outside legal counsel much lower than expected ($25,000 budgeted savings); and, the Facilities Department. Within Facilities budget, $25,000 for the planned re-roofing of Fire Station #2 was covered by hail-damage insurance. The remainder of the budget savings was mostly due to lower-than-budgeted annual repair costs. In developing the FY12 budget, we tightened up how we budget for "unanticipated repairs" - moving from a system with a separate budget for each city building to a smaller pool of funds that can be shared between all buildings. • Approximately $260,000 in capital savings across the departments. Two projects that were largely under-budget this year were the replacement of police vehicles (due to our ability to re-use existing equipment), and the upgrade of the Swim Center's mechanical system. Capital budget for the Police Department's e-ticketing program and the Bogert Filtration system will be carried-over for completion in Fiscal Year 2012. We feel that departments are to be commended for their prudent management of city budget resources - and their ability to make-do and pick-up-the-slack when unexpected personnel and operating issues arise. In looking at these areas of budget savings, the vast majority of them are one-time savings. During the past few years, we have regularly had 2-5% of the General Fund's Approved Budget go unspent by the end of the year, for a number of reasons. We don't recommend that we significantly change our budgeting practices, but would recommend that the Commission consider allocating part of this annual budget savings at the end of the year to help fund the adopted Capital Improvement Plan (CIP) for the General Fund. As you may remember, the CIP that was adopted last year aggressively grew the amount of General Fund capital projects from its level of 3.5% in FY11 up to 7% of the budget in FY16. Last Year's Revenues: There are nearly 30 general areas of revenue that support the general fund, and dozens of individual revenue accounts that must be estimated each year. In total, revenues exceeded estimates by $301,000, or 1.3%. The largest single source is property tax. Second is State Entitlement Share, and third are Court Fines. • Property Taxes collected were approximately $300,000 higher than estimated. This could be attributed to a number of factors related to the City's Certified Taxable Value, the increased collection of delinquent taxes, and the resolution of Tax Appeals in our favor. Getting a clear understanding of this issue is at the forefront of our requests to meet with the Department of Revenue and the Gallatin County Treasurer, discussed more below. We are required to use the Department of Revenue's Certification of Values to calculate our tax levy - and have always done so. • County-Option Vehicle Taxes were $50,000 lower than anticipated, and continue to decline as the economy effects the purchase of new vehicles. The amount collected in FY11 was $896,000. • While General Court Revenues were $30,000 lower than estimated, fines related to MSU tickets were $75,000 higher than expected. Court Fines have been very difficult to estimate, and have been steadily declining as more people opt for community service time in this difficult economy. • Business License revenue was higher than anticipated. We expected to see a decline in business licenses as the economy weakened. However, General Business licenses were $13,000 higher than estimates. Licenses for Beer, Wine, Liquor and Gambling were $15,000 higher than expected, and higher than collected in the previous year. • Sales of lots at the Cemetery were $40,000 higher than estimated. We had customarily been collected approximately $55,000 in lot sales. This year we collected $91,000. • Interest Earnings were $35,000 below estimates, as interest rates earned on cash and investments continue at all-time lows. Recommendation to Assign Budget Savings to Capital: Over the past 3 fiscal years, the City has used a total of $2 million in prior-year budget savings to make one-time tax reductions. At the same time, we have capital projects specific to our General Fund that we have not set money aside to pay for. This year, we recommend assigning the FY11 budget savings in excess of the amount necessary to keep the All Purpose Tax Levy at last year's level, to “Future General Fund Capital Improvement Plan (CIP) Items." This amount is estimated to be $532,000 $490,000. o This would support the Commission's Work Plan objective of "adopting responsible funding plans" for deferred maintenance on our General Fund facilities, as listed in the work plan: • Police Station/Municipal Court Facility • Lindley Center • Park Bathrooms • Story Mansion • Bogert Pool • Swim Center o This would assist with meeting the schedules of capital items adopted in the Capital Improvement Plan. o This would match the use of "one-time" budget savings with "one-time" capital expenditures. FY12 Budget Development Estimate General Fund Unreserved Fund Balance, End of FY11 $ 5,437,000.00 Add: FY12 Estimated Revenues $ 22,940,592.00 Less: FY12 Appropriations $ (24,063,453.00) FY12 Projected Ending Unreserved Fund Balance $ 4,314,139.00 As a % of FY12 Budgeted Revenues 18.8% Reserve: Assigned for 16.66% Budget Ordinance Minimum $ 3,823,416.71 Reserve: Assigned for Future General Fund CIP Items $ 490,722.29 Tax Levies: **UPDATE BELOW** As of the writing of this memo, Department of Revenue had notified us that the certification for all of the City's Tax Increment Finance (TIF) Districts and the City's All Purpose Levy last August had been reported incorrectly. City and County finance members both requested a meeting with Department of Revenue. When the Department was unable to meet with us in early August, we still got together to try and get an understanding of the implications of the error on each of our respective budgets. As of the writing of this memo, and despite repeated requests for a meeting, the Department of Revenue continues to review the City's request for a “corrected” certification for last year. We have been told that they will inform us of that review during the week of September 6th. The Department of Revenue again refused our request for a report describing the taxable value of protests and appeals of taxes in the City for Tax Years 2009, 2010, and 2011. This is an important issue because a significant number of property owners disputed their appraisals during the last state-wide reappraisal in 2009. If a protest or appeal is successful, it reduces the city's taxable value. If a large protest remains unresolved for a number of years, it can have an impact of tax collections and the calculation of the city's tax levies. Despite the Departments refusal to provide a report, our GIS Department was able to utilize a new portal to access state information. This database of property appraisal information shows that 327 properties on the City's Tax Rolls continue to have Active protests or appeals. They total over $120 Million in taxable market value. It is estimated that their associated taxes total nearly $600,000. Our summary of this information is included on the attachment labeled City of Bozeman Real Estate Parcel Data, Protest Summary. We should know more about the effect of this information after our meeting next week. The Permissive Medical Levy will be able to be lowered by 1.86 mills from the preliminary budget estimate, due to cash savings in the prior year. This cash savings was a result of both position vacancies and changes the city made to offer employees lower-cost health care options. The effect of this change has been taken into account for the "Adjusted Budget" number seen below. The tax levies are established with a separate resolution, immediately following adoption of the Appropriation Resolution. The final revenue or expenditure amounts for the General Fund may impact the tax levy for the City. UPDATE: On Friday afternoon, September 9, 2011, the Department of Revenue changed the Certified Values for the City for FY2011 and FY2012. • They corrected the last year’s Certified Value of all four Tax Increment Districts and lowered the City’s Certified Value for the All-Purpose Levy. Because we cannot “re-bill” every property owner in town, this change to our All-Purpose Levy will result in lost property tax revenue of approximately $56,000 in the General Fund, and increased property tax revenues in each of our TIF’s for Fiscal Year 2011. We have corrected the “Mill Levies and Mill Values” calculations for the FY12 Budget Adoption. We will be bringing back a budget amendment memorialize the true tax revenues for the City’s TIF’s in FY11. • The Department has lowered the valuation they gave the City for FY2012, from $82,448/mill to $82,062/mill. In order to keep the All-Purpose Levy the same as last year, we will need to decrease the amount we proposed to reserve for Capital by approx $41,500. The amount of our Minimum Reserve is reduced by $8,200. We will also need to slightly increase the levies that have been calculated for the Permissive Medical Levy and our Debt Service Levies. These levy changes are provided in the Updated Levy Resolution. Appropriation Changes Included in the Current Resolution: Based on our budget work sessions, the Appropriation Resolution has been prepared, and encompasses the following changes from the City Manager’s Recommended Budget: 1. Changes for the City’s certified Taxable Value, including the effects of the Department of Revenue's Certification of Values.  Adjustments to TIF District budgets for this year’s certified revenues, and the TIF’s adopted work plan expenditure amounts.  NOTE: Because we have not been able to meet with the Department of Revenue, we have not calculated any potential changes to the TIF budgets or city tax revenues. 2. Reductions in Expenditures in the General Fund for:  Remove Primary Election Costs: $35,000  Reduce General Fund Transfer to Planning Fund: $40,000  Change Library Budget for Director Vacancy Savings: $20,000  Remove Tech Ranch funding: $25,000, request withdrawn by Tech Ranch.  Remove Library Public Address System; $31,000 (see below, Recommendation Regarding Library Capital Items) 3. Additions to Expenditures in the General Fund for:  Streamline Funding Request: Added $40,500, for a total of $82,500. Equivalent of 1 mill payment from the General Fund.  Proposed Community Climate Action Plan implementation proposal: $34,000 - Alternative B, detailed memo attached.  Matching money for Mandeville Farm Joint Planning Grant with Department of Natural Resources and Conservation : $12,500 4. Reduction in General Fund Tax Revenues for:  FY11 Police vacancy savings: $638,000 total ($71,000 more than CM Recommended budget estimated)  Amount to keep the All-Purpose Tax Levy at FY11 levels: $628,000 total $685,000 total ($388,000 $445,000 more than CM Recommended budget.) 5. Reduction in Permissive Medical Levy Tax Revenues for:  FY11 vacancy and program savings: $153,000. 6. Addition of Housing Needs Assessment expenditure in the Community Housing Fund: $30,000 7. Addition of 1.0 Building Inspector to the Building Inspection Fund Budget: $65,000. 8. Changes in Water & Sewer Revenues and Impact Fee Revenues related to Adopted Rates. 9. Changes in Estimated Street Assessments for Approved Increase to Street Maintenance Assessments. 10. Tourism Business Improvement District revenues, according to their adopted Work plan and Budget. Recommendation regarding Library Capital Items: Based on Commission feedback and questions, we have prepared the Appropriation Resolution incorporating the transfer of the FY11 Library budget savings to the Library Capital Fund ($240,000.) We have also removed the Library Public Address System from this year's budget. We recommend that we begin a full Capital Improvement Plan for the Library Capital Fund this fall when we will be better-able to weigh all of the capital needs of the Library. Appropriation Changes that are not included: In response to Commission comments during work sessions, we have NOT included cuts for current year (FY12) estimated vacancy savings in the Police Department. We have also attached a memo from Recreation Aquatics staff regarding the City's Pool's capital plans, a memo regarding Community Climate Action Plan funding, and a memo regarding Parks Maintenance. The attached Appropriation Resolution is written at the “Adjusted Budget” level, below. There were numerous other ideas discussed by Commissioners during our work sessions. Any changes could be made as amendments to the Appropriation Resolution tonight. This budget does not account for the potential sale of the Story Mansion property, or any resolution of the Mandeville Farm Declaratory Action. Effect on Typical Resident: In describing the likely impact of these proposed General Fund budget changes on “typical” residents, the Appropriation Resolution includes a decrease from the CM Recommended budget by $36.77. FY12 Typical City Resident - Annual Increase CM Recommended Adjusted Budget Street Assessments $ 17.74 $ 15.97 Forestry Assessments $ - $ - Property Taxes $ 24.00 ($5.30) Water Services - Deferred Mtc Option $ 22.08 $ 19.86 Sewer Services - Deferred Mtc Option $ 33.00 $ 28.22 Total Estimated Annual Increase $ 96.82/year $58.75/year Divided into Monthly Amounts $8.07/month $4.90/month UNRESOLVED ISSUES: As stated above, questions remain about both last year and this year’s certified taxable value. However, given property tax billing timelines, we will need to adopt the tax levy on September 12th, or very soon after. UPDATE: While we have received a corrected Certified Valuation for last year’s problem with Tax Increment Districts, questions posed to the Department of Revenue about FY11 and FY12 Certifications and Tax Appeals remain unanswered. We continue to request the Department to provide the Tax Roll of our “Newly Taxable Property” (new construction), as the City and County both repeatedly question the amounts certified. We also continue to request notification and information related to tax protests and appeals. Our meeting on September 9th provided no additional information in these areas. ALTERNATIVES: There are numerous alternatives for adoption of the City's final Appropriation Resolution. Some have been discussed in work sessions this summer, and some may be offered during public comment and board discussion tonight. FISCAL EFFECTS: The fiscal effects of the annual Appropriation Resolution are far- reaching; they are detailed in the City Manager’s Recommended Budget document, the Work Session Memos, and in the Appropriation Resolution itself. ALTERNATIVES: As suggested by the City Commission. Documents on File: City Manager’s Recommended Budget for Fiscal Year2011-2012 June 20, 2011 Budget Work Session Memo July 18, 2011 Budget Work Session Memo August 8, 2011 Budget Work Session Memo Documents Attached: Appropriation Resolution No. 4336 - Revised Revised - Financial Summary – Final Budget Revised - Changes in Fund Balance – Final Budget Revised - Mill Levies – Final Budget Pools Capital Budget Memo Recommended Community Climate Action Plan Budget Memo Parks Maintenance Budget Memo Aerial Photography Memo Planning Workload Indicators, updated Library Workload Indicators, updated Bozeman Real Estate Parcel Data, Protest Summary 2011 Revised Certified Taxable Value 2010 Revised Certified Taxable Value Report compiled on September 4, 2011 Report Updated on September 9, 2011 - 1 - COMMISSION RESOLUTION NO. 4336 UPDATED 9/9/2011 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN, MONTANA, APPROPRIATING FUNDS FOR VARIOUS BUDGET UNITS, AND FURTHER ESTIMATING REVENUE NECESSARY TO OPERATE AND MAINTAIN SERVICES OF MUNICIPAL GOVERNMENT FOR THE FISCAL YEAR ENDING JUNE 30, 2012. WHEREAS, the City Commission did, on the 13th day of June, 2011, adopted the City Manager’s Budget Recommendations for Fiscal Year 2011-2012 (Fiscal Year 2012) as the Preliminary Budget; and WHEREAS, the Montana Department of Revenue issued to the City a 2011 Certified Taxable Valuation on July 27, 2011; and WHEREAS, the Montana Department of Revenue issued to the City a REVISED 2011 Certified Taxable Valuation on September 9, 2011, decreasing the City’s Total Market Value, Total Taxable Value, and Taxable Value Less Incremental Value; and WHEREAS, the City Commission did, on the 12th day of September, 2011, after due and proper legal notice, conduct a public hearing on the proposed municipal budget and the proposed increase in taxes collected. NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman, Montana, to wit: Section 1 The City Commission of the City of Bozeman, Montana, does hereby authorize and appropriate expenditures of governmental fund types (general fund, special revenues funds, debt service funds and capital project funds) and operating expenses for proprietary fund types (enterprise funds and - 2 - internal service funds) and fiduciary fund types (permanent funds) for budget units and purposes set forth below, in the amounts designated herein, as follows. The City Commission further authorizes and re-appropriates the unexpended balance of Capital Improvement Program & equipment items previously budgeted which have not been completed. Budget Unit Total/Fund General Fund $24,063,453 Special Revenue Funds 14,375,576 Debt Service Funds 2,669,076 Capital Projects 0 Enterprise Funds 30,197,694 Internal Service Funds 4,238,716 Permanent Funds 0 GRAND TOTAL – Operating Budget $ 75,544,515 Section 2 The City Commission of the City of Bozeman, Montana does hereby estimate revenues for the various funds, as follows: General Fund $22,940,592 Special Revenue Funds 13,331,326 Debt Service Funds 2,728,815 Capital Projects 0 Enterprise Funds 17,272,133 Internal Service Funds 4,274,164 Permanent Funds 92,000 GRAND TOTAL – Estimated Revenues $ 60,639,030 Section 3 - 3 - That budget information contained in the "City Manager's Recommended Budget for Fiscal Year 2011-2012" document pertaining to Policy Direction, Fiscal Policy, and the specific information concerning budgeting for each department, as may be subsequently amended prior to final adoption of the budget, are hereby incorporated into the document entitled "Approved Budget for Fiscal Year 2011-2012" and are hereby adopted by reference. Section 4 Pursuant to Sections 7-6-4006 and 7-6-4012, M.C.A., the City Commission hereby delegates appropriation and budget amendment authority to the City Manager for the expenditures from the following funds: debt service funds; fee-based budgets; trust funds; federal, state and private grants accepted and approved by the City Commission; special assessments; monies borrowed during the year; proceeds from sale of land; and funds for gifts or donations. Section 5 Pursuant to Section 7-6-4030, M.C.A., this resolution, upon its passage, shall be in full force and effect on July 1, 2011. Section 6 That upon this resolution becoming effective, as provided in Section 5 above, all resolutions and parts thereof in conflict herewith are hereby repealed. Section 7 That should it be found by any court of competent jurisdiction that any section, clause, portion, sentence, word, or phrase of this resolution is deemed to be contrary to any existing law or regulations, that in this instance, it is the intent of the City Commission of the City of Bozeman, Montana, that all other portions, sections, words, clauses, phrases, or paragraphs of this document shall remain in full force and effect. PASSED AND APPROVED by the City Commission of the City of Bozeman, Montana, at a regular session thereof held on the 12th day of September, 2011. ________________________________________ JEFFREY K. KRAUSS Mayor ATTEST: _____________________________________ STACY ULMEN, CMC City Clerk APPROVED AS TO FORM: - 4 - ________________________________________ GREG SULLIVAN City Attorney CITY OF BOZEMANFINANCIAL SUMMARY - FISCAL YEAR 2011-2012General Special Debt Capital Enterprise Internal Permanent AllFund Revenue Service Projects Funds Service Funds FundsProjected Beginning Fund Balance/Working Capital 5,437,000$ 15,191,330$ 3,279,837$ -$ 26,176,716$ 282,288$ 581,071$ 50,948,242$ Estimated Revenues 22,940,592 13,331,326 2,728,815 - 17,272,133 4,274,164 92,000 60,639,030 Less Appropriations 24,063,453 14,375,576 2,669,076 - 30,197,694 4,238,716 - 75,544,515 Increase/(Decrease) in Fund Balance/Working Capital (1,122,861) (1,044,250) 59,739 - (12,925,561) 35,448 92,000 (14,905,485) Projected Ending Fund Balance/Working Capita4,314,139$ 14,147,080$ 3,339,576$ -$ 13,251,155$ 317,736$ 673,071$ 36,042,757$ **REVISED 9/9/2011A. RosenberryPrepared 9/9/2011 CHANGES IN FUND BALANCE/WORKING CAPITAL **Revised 9/9/2011 Projected Beginning Estimated Appropriations Budgeted Ending Fund Balance/ Revenues Fund Balance/ Working Capital Working Capital # General Fund 010 General Fund 5,437,000 22,940,592$ 24,063,453$ 4,314,139$ Special Revenue Funds - 100 Planning Fund 199,424 711,584 657,504 253,504 103 Health-Medical Insurance 153,000 1,849,219 2,002,219 - 104 Liability Insurance - - - - 105 P.E.R.S. Fund - - - - 106 Police Pension Fund - - - - 107 Fire Pension Fund - - - - 108 Community Transportation - 22,160 10,515 11,645 109 Highway Safety Improvement Projects 21,877 - - 21,877 110 Gas Tax Apportionment 582,936 668,460 656,500 594,896 111 Street Maintenance District 237,219 4,148,604 3,883,679 502,144 112 Tree Maintenance 156,784 431,500 439,452 148,832 113 Fire Impact Fee 146,089 150,000 167,500 128,589 114 Street Impact Fee 7,605,129 700,000 879,400 7,425,729 115 Building Inspection Special Revenue 827,063 869,600 868,136 828,527 116 Dowtown Improvement District 1,219,036 1,380,158 2,499,878 99,316 118 HUD Projects - - - - 119 Economic Development Loan Fund - - - - 120 Community Housing 319,432 51,031 70,000 300,463 121 Housing Revolving Loan Fund 63,219 7,000 14,400 55,819 122 Blast Clean Up Loans - - - - 125 Drug Forfeiture 1,464 187,000 166,601 21,863 128 Fish Wildlife And Park Management Areas 26,635 - - 26,635 129 Special Projects - Recovery Act, ARRA - - - - 130 Americans With Disability Act 4,210 - - 4,210 131 Beautification Of Bozeman 1,389 - - 1,389 132 Bogert Park Special Revenue 10,361 - - 10,361 133 Recreation Department Special Revenue 17,330 1,000 1,000 17,330 135 Cemetery Department Special Revenue 2,280 - - 2,280 136 Park Department Special Revenue 10,270 5,500 12,000 3,770 137 Library Department Special Revenue 11,436 5,200 7,900 8,736 138 Law & Justice Center 445,374 - 20,000 425,374 139 Police Department Special Revenue 288,933 104,500 82,322 311,111 140 Police Domestic Violence 1,250 - - 1,250 142 Sustainability Grant - - - - 143 TIF N 7th Corridor 481,000 502,000 709,523 273,477 144 TIF NE Urban Renewal 126,000 79,500 169,952 35,548 145 TIF Mandeville Industrial (172,853) 34,000 - (138,853) 146 Lighting Dist.'s (146-170, 181, 182, 200-224)492,275 315,000 315,000 492,275 174 Victim Witness Advocate 369,091 76,000 113,020 332,071 175 Senior Transportation 31,018 82,062 82,400 30,680 176 Business Improvement District 3,588 114,000 114,000 3,588 177 Neighborhood Special Revenue 969 - - 969 179 Diaster Relief Fund 87,560 2,000 - 89,560 183 Fire Department Special Revenue 32,569 - - 32,569 184 Parks Master Plan Develop 146,464 - - 146,464 185 Insurance Proceeds - - - - 186 Development Impacts 655,722 8,000 - 663,722 187 Fire Department Equipment 186,056 333,248 - 519,304 188 City/County Drug Forfeiture 209,002 55,000 - 264,002 189 Story Mansion Special Revenue (2,495) 40,000 34,675 2,830 191 Tourism BID 403 398,000 398,000 403 850 Park Land - Cash in Lieu 192,821 - - 192,821 Total Special Revenue Funds 15,191,330 13,331,326 14,375,576 14,147,080 ----------------------------------------------FY 12---------------------------------------------- Changes in Fund Balance/Working Capital 9/9/2011 # Debt Service Funds 300 Special Improvement District Revolv. Fund 1,228,196 20,000 - 1,248,196 301 Library Bonds 192,143 314,849 316,132 190,860 302 Bond P & I 1995 Transportation Projects (237,611) 469,088 428,066 (196,589) 305 TIF 2007 Downtown Bonds 685 424,878 424,878 685 310 SID Funds 2,096,424 1,500,000 1,500,000 2,096,424 Total Debt Service Funds 3,279,837 2,728,815 2,669,076 3,339,576 Construction Funds Capital Projects - - - - Enterprise Funds 600 Water 10,916,509 6,386,297 14,542,098 2,760,708 610 Water Impact Fee - Net Assets 7,791,746 850,000 5,250,000 3,391,746 620 Waste Water 6,698,497 6,382,675 7,021,864 6,059,308 630 Waste Water Impact Fee - Net Assets - 820,000 404,000 416,000 640 Solid Waste 752,500 2,496,811 2,587,042 662,269 650 Parking Enterprise 17,464 336,350 392,690 (38,876) Total Enterprise Funds 26,176,716 17,272,133 30,197,694 13,251,155 Internal Service Funds - 710 Vehicle Maintenance Shop 37,240 794,164 748,716 82,688 720 Health-Medical Self-Insurance Fund 245,048 3,480,000 3,490,000 235,048 - Total Internal Service Funds 282,288 4,274,164 4,238,716 317,736 Permanent Funds 800 Cemetery Perpetual Care 581,071 92,000 - 673,071 Total Permanent Funds 581,071 92,000 - 673,071 Total All Funds 50,948,242 60,639,030 75,544,515 36,042,757 Changes in Fund Balance/Working Capital 9/9/2011 FISCAL YEAR FY07 FY08 FY09 FY10 FY11 FY12 MILL VALUE 63,249$ 68,981$ 74,178$ 78,290$ 80,399$ 82,062$ *Corrected 9/2011 Issued 9/2011 PERCENTAGE CHANGE 8.9% 9.1% 7.5% 5.5%2.7%2.1% GENERAL FUND: All-Purpose 110.57 101.26 111.91 111.96 110.16 127.16 SPECIAL REVENUE: City Planning 2.00 2.00 2.00 2.00 2.00 2.00 Police Retirement* 4.07 4.27 4.14 4.34 4.45 0.00 Firefighters' Retirement* 2.68 2.81 2.72 2.85 2.97 0.00 Public Employees' Retirement* 4.39 4.61 4.52 4.75 4.86 0.00 Comprehensive Insurance* 4.45 4.67 4.53 4.61 4.73 0.00 Health/Med Insurance 22.91 22.36 24.31 23.67 24.29 22.53 Fire Capital & Equipment 4.00 4.00 4.00 4.00 Fire Truck/Equipment Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00 Workforce Housing 1.46 1.00 0.50 0.50 TOTAL SPECIAL REVENUE 41.50 41.72 48.68 48.22 48.80 30.03 DEBT SERVICE: Library G.O. Bonds 4.95 4.53 4.27 4.03 3.94 3.84 Transportation G.O. Bonds 6.40 6.67 6.30 5.98 5.85 5.72 TOTAL DEBT SERVICE 11.35 11.20 10.57 10.01 9.79 9.55 TOTAL ALL LEVIES 163.42 154.18 171.16 170.19 168.75 166.75 Percentage Change in Mills -2.9% -5.7% 11.0% -0.6% -0.8% -1.2% Property Taxes Levied $10,336,467 $10,635,491 $12,696,306 $13,324,175 $13,567,611 $13,683,625 Percentage Change in Dollars 5.8% 2.9% 19.4% 4.9%1.8%0.9% * These funds are being combined into the All Purpose Levy. They are all subject to MCA 15-10-420. Tax Authority Authorized but Not Levied General Fund Reduction 462,720$ 684,976$ Street & Tree Maintenance Offset 116,270$ -$ Police & Fire Reductions 583,000$ 849,000$ 914,000$ SAFER Grant 350,120$ 303,570$ 189,720$ 113,985$ 911 Mills (Resolution No. 3954) 620,829 667,602$ 704,610$ 723,303$ 738,558$ FY11 Certification Error:59,753$ Total Authorized But Not Levied -$ 620,829$ 1,017,722$ 1,591,180$ 2,400,766$ 2,451,519$ Number of Mills - 9.00 13.72 20.32 29.86 29.87 MILL LEVIES & MILL VALUES **Revised 9/9/2011** B-4 2010 Certified Taxable Valuation Information REVISED 9/9/2011 (Pursuant to 15-10-202,MCA) County of --=G:.=a""lIa:;:.:t"'in'--_ $2.827.548.097 $83.309.165 $2,526.037 $80.398.515 $---.Q Incremental Value 2,060,807 135,162 664,127 50,554 423,054 2,886,997 Base Taxable Value 1,328,695 12,059 558,216 3,551,124 62,613 Current Taxable Value 3,389,502 Taxing Jurisdiction:Bozeman City 1.2010 Total Market Value . 5.2010 Taxable Value of Net and Gross Proceeds (Class 1 and Class 2 properties).. 2.2010 Total Taxable Value . 3.2010 Taxable Value of Newly Taxable Property .. 4.2010 Taxable Value less Incremental Taxable Value* Tax Increment District Name Bozeman Downtown Northeast Urban Renewal Dis!. N.7th Corridor Mandeville Farm 6. Preparer ~~h Total Incremental Value _2",.,,9u.1....0 ,.c,6l.::l5...0 _ Date_--.[3.£-WC+-'''--__ *Note:This value is the taxing jurisdiction's taxable value less total incremental value of all tax increment financing districts. For Information Purposes Only 2010 taxable value of centrally assessed property having a market value of $1 million or more, which has transferred to a different ownership in compliance with 15-10-202(2),MCA. I.Value included in "newly taxable"property $--'0'---_ II.Total value exclusive of "newly taxable"property $--'0'--_ "'fevEN1J'E MONTANA Form AB-72T Rev.5-11 2011 Certified Taxable Valuation Information REVISED 9/7/2011 (15-10-202,MCA) County Gallatin Taxing Jurisdiction Bozeman City 1.2011 Total Market Value . 2.2011 Total Taxable Value . 3.2011 Taxable Value of Newly Taxable Property . 4.2011 Taxable Value less Incremental Taxable Value* 5.2011 Taxable Value of Net and Gross Proceeds (Class 1 and Class 2 properties).. $2,994,740,226 $85,345,227 $1,1 08,883 $82,062,461 $ Tax Increment District Name Bozeman Downtown Northeast Urban Renewal Dist. N.7th Corridor Mandeville Farm Current Taxable Value 3,579,981 70,205 Base Tax.able Value 1,328,695 423.054 12.059 Incremental Value 2,251286 133,197 840,137 58,146 6,Total Incremental Value ....,3~2Q82Gzf7B6Q6 _ Preparer ~L Date fZ&/ *This value is the taxing jurisdiction's taxable value less total incremental value of all tax increment financing districts. For Information Purposes Only 2011 taxable value of centrally assessed property having a market value of $1 million or more, which has transferred to a different ownership in compliance with 15-10-202(2).MCA. I.Value included in "newly taxable"property $_ II.Total value exclusive of "newly taxable"property $10,534 440T 1 Anna Rosenberry From:Chuck Winn Sent:Monday, August 29, 2011 3:54 PM To:Anna Rosenberry Subject:Fw: Response to question about deferring Bogert Pool repairs Categories:FY12 Budget From: Ron Dingman Sent: Thursday, August 25, 2011 03:15 PM To: Jeff Krauss; Sean Becker; Carson Taylor; Chris Mehl; Cyndy Andrus Cc: Chuck Winn; Dan McCarthy; Chris Kukulski Subject: Response to question about deferring Bogert Pool repairs Honorable Mayor and Commissioners,    In response to Deputy Mayor Becker’s question on August 8, 2011 I have prepared the following brief explanation of  what might be the expected affects of deferring repairs to the Bogert Pool for another year.  The repairs referred to  include replacement of the existing gutter system and pool shell.    In 2008 USAquatics conducted a survey of the Swim Center and Bogert Pool facilities.  The result of that study is a  comprehensive report on the current state of the facilities and recommendations on what needs to be done to ensure  the longevity and safety of both pools.  These reports were adopted by the City Commission and have been used by staff  as a tool for budgeting upgrades and repairs to both pool facilities, both short and long term.  While staff recognizes the  shortcomings in most cost projections contained in the report, the evaluation and summary of the condition of the  pools, along with the recommendations for repairs and maintenance, has been extremely valuable.     There is currently $382,000 indentified in the  Capital Improvements Plan (CIP) in the City Manager’s 2012  recommended budget for repairs to the Bogert Pool. This is to completely replace the gutter system around the edge of  the pool and to replace the pool shell with a product called Diamond Bright. These repairs were recommended in the  2008 Aquatic Facility Survey.    The gutter system currently in place has been deteriorating for many years and has been, in the past, repaired  by lifeguards.  The system is constructed of concrete and there are many gutter tiles that are loose and broken.  The  interior of the gutter basin, also made of concrete, is eroding away at the base. This is causing water to leak behind the  existing pool shell, and reducing the structural integrity of the entire gutter system.  The project will replace this system  with a stainless steel gutter system.     2008 USAquatics Facility Survey recommendation:  “The entire gutter system is generally weathered and the joint between the concrete deck and pool edge is in poor  condition. The existing gutter/overflow system is in poor to fair condition and in need of replacement. A stainless steel  gutter would provide additional advantages.”    The pool’s existing shell is 40 years old.  It has developed fractures along the sides of the wall inside pool and the  steps imbedded into the walls in the deep end are falling out.  We have repaired these steps numerous times.  We are  not sure if the fractures in the pool shell are structural or cosmetic at this point.  The project calls for removing all layers  of paint and grinding the old shell down to a stable layer.  They will repair any cracks and then apply a Diamond Bright  pool shell.  This product has a 10 year warranty.      2 2008 USAquatics Facility Survey recommendation:  “Major recommendations for the pool include; …..Installation of a new plaster pool finish with quartz, …., and installation of ADA accessible ramps and stairs”.    It is difficult to predict what the affects would be of postponing this project for an additional year.  It could be  that we would get through another season with no significant issues.  However, any issues connected with the gutter  system and/or pool shell could be significant enough to warrant closing the pool until those repairs are made.  The worst  case scenario would be that the Bogert Pool would be closed next season, or until these repairs are completed.    There are other repairs and replacements that are needed, to extend the useful life of the pool, beyond the  Gutter and Pool Shell replacement.  The boiler, which heats Bogert pool, is 72 years old and will need to be replaced  soon.  We have been experiencing problems with the boiler and it is currently scheduled in the CIP for $197,000 in  FY2014.  The most recent estimated cost for a new boiler is about $70,000.   Demolition and removal of the existing  boiler, however, is estimated to be between $100,000 to $150,000.  Staff has looked into this to see if it is at all possible  to have the demolition and removal work done in‐house but we lack the equipment and expertise.    The bath house will eventually need to be replaced or undergo a drastic remodel to assure structural stability  and to become compliant with the third phase of the Americans with Disabilities Act (ADA) 2010 Standards for  Accessibility. The intent is to have these standards in place by March 15, 2012 and the updated version has removed all  grandfather clauses for recreation and aquatic facilities.     2008 USAquatics Facility Survey recommendation:  “Our recommendations for the bathhouse are for updates necessary to comply with ADA accessibility requirements”.    Bogert Pool attendance averages around 20,000 swimmers per season, and is open for an average of 60 days  per season.  The pool’s capacity is 350 people and so we nearly always have a waiting line down the street.   In addition  to the daily swim attendance, we experience another 4,000 visits for swim lessons.  Because attendance has been low  on Tuesday evenings we have started to offer the pool for private pool rentals for $480 starting at 5:00 pm.  This  program is gaining momentum as the public becomes aware of it.  The last rental was for about 200 people.      Staff believes that it is in the best interest of the community to fund this project in the 2012 budget in order to  assure the continued safety and use of the pool.  We would welcome the opportunity to take any or all of the  commission on a tour of our pool facilities and answer any questions you may have.  If you are interested in a tour  please let me know and I will arrange for one.  Thank you for the opportunity to provide this information to you.        Ron Dingman Parks and Recreation Director rdingman@bozeman.net (406) 582-3222 3 Please consider the environment before printing this email.      1 Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Natalie Meyer, Climate Protection Coordinator Anna Rosenberry, Finance Director SUBJECT: Community Climate Action Plan Implementation MEETING DATE: September 12, 2011 AGENDA ITEM TYPE: Budget Discussion RECOMMENDATION: Authorize the necessary budget to pursue Alternative B - $34,000 in additional funding from the General Fund. BACKGROUND: At the August 8, 2011 Policy Discussion, the Commission directed Staff to return with funding alternatives for implementation of the Community Climate Action Plan (CAP). Outlined below are three potential scenarios for FY12 that describe programs City Staff could pursue with A) existing resources, B) $34,000 for programmatic funding, or C) $64,000 for programmatic funding and half a FTE to support implementation of the Community CAP. In addition, other capital expenditures in the City Manager’s FY12 Recommended Budget directly further the goals outlined in the Community Climate Action Plan.  Street Operations: Bike Path Improvements $25,000  Street Maintenance: Curb, Gutter, Sidewalk Replacement $50,000  Street Maintenance: Pedestrian Ramps/ADA $25,000  1 Mill Levy Streamline Transportation $82,500 FY12 CLIMATE ACTION PLAN PROPOSED ACTIVITIES: Alternative A – Existing Resources With no additional staff support or funding beyond existing resources, the following activities and projects would be initiated in FY12 using free and low-cost education and outreach strategies: 2 1. Consider Appointing A Permanent Conservation Advisory Board-CEI2 2. Participate in the SWMBIA Annual Home Show-CEI4 3. Promote Northwestern Energy Rebates-CEI5 4. Support Property Assessed Clean Energy Legislation-RCB7 5. Expand & Improve Multi-Modal Infrastructure-TSP1 6. Interconnect & Enhance Sidewalk Network-TSP6 7. Showers & Bike Parking in Lieu of Parking-TSP5 8. Promote Recycling-WWR3 Montana Schools Recycle Education Program 9. Educate Public on Opt-Out for Delivery of Phone Books-WWR6 10. Scope Development of Solar Hot Water Program-EP2 11. Scope Alternative Energy Potential at City Facilities-EP9 ______________________________________________________________________________ Alternative B – Programmatic Funding ***THIS ALTERNATIVE HAS BEEN INCLUDED IN APPROPRIATION RESOLUTION. With the addition of $34,000 dedicated to Climate Action Plan programming, implementation in FY12 would include the programs described under Alternative A, as well as the items outlined below. The additional programs would require the Climate Protection Coordinator to transfer additional grant duties to the Grants Specialist. Additional over-site would be provided by the City Sustainability Team and a citizen advisory board or working group. All of these projects would require a multi-departmental collaboration including, but not limited to: Administration, Building, Streets, Solid Waste, and Engineering. 1. Community Engagement and Implementation-CEI 1 to 6 $6,000 Develop professional outreach materials in support of all the Community Engagement and Implementation recommendations in the Community CAP and bring public visibility to the program. This will support an effort to brand Bozeman’s sustainability work, develop a complete website of resources, produce media for outreach events, and promote existing energy conservation resources. 2. Voluntary Commercial Benchmarking Program-RCB1 $2,500 Funding would be used to manage, promote, and recognize businesses for participating in the program. 3. Passive Solar Design Workshop-RCB6 $700 The total cost of advertising and hosting the event will total approximately $1700, but we would seek business sponsorship and consider charging participants a small fee. 4. Anti-idling Education Campaign-TSP4 $13,000 3 An adequate idle-free education campaign is expected to cost approximately $26,000 (cash & in-kind services) in Bozeman, including project management, design, signage, media outreach, and educational materials. The balance would be sought through grants and partnerships. 5. Expand Composting Program-WWR2 $800 Grow composting opportunities at the community gardens and offer plastic composting bins at-cost to residents through the Solid Waste Division. 6. Promote Recycling-WWR3 $2,200 Partner with Chamber of Commerce and businesses along the interstate corridor to promote recycling at service stations and rest stops. Partner with MSU, County, and Downtown Business Association to ensure greater access to recycling facilities at public events such as, Music on Main, the Bozeman Art Walk, Gallatin County Fair, Christmas Stroll, and basketball tournaments. 7. Support a LED Street Light Pilot Program – Municipal CAP TLU9 $8,800 Fund a two to three block residential LED street light pilot study. Alternative B Total Cost $34,000 ______________________________________________________________________________ Alternative C- Programmatic Funding and Half FTE Recognizing that 72 percent of Bozeman’s greenhouse gas emissions are tied to residential and commercial buildings, it is necessary and appropriate to focus on promoting energy efficiency in this area. Most home and business owners do not have the information or time needed to seek an energy audit and pursue cost-effective energy retrofits. Dedicating a half FTE to Commercial and Residential Energy Conservation education, outreach, and financing strategies would allow us to make substantial progress in the first year of implementation. This alternative includes the programmatic activities describes in Alternatives A and B, as well as the programs described below: 1. Half FTE Commercial and Residential Energy Conservation Coordinator $25,500 The Commercial and Residential Energy Conservation Coordinator would oversee the following programs: a. Voluntary Commercial Benchmarking Program-RCB1 b. Passive Solar Design Workshop-RCB6 c. Support Property Assessed Clean Energy Legislation RCB7 $2,500 d. Commercial Construction Commissioning Education-RCB2 $2,000 e. Research and groundwork for 10 Percent Energy Reduction Challenge (RCB3) to be implemented in FY13 4 f. Research and groundwork for RECO Guidelines and Education (RCB4) to be implemented in FY13 2. Scope a Five Cent Fee on Plastic Bags-WWR4 The additional Commercial and Residential Energy Conservation Coordinator would allow more time for the Climate Protection Coordinator to focus on this objective. Staff will scope development of a plastic bag fee or ban, with focus on an education campaign to be launched in FY13. Alternative C Total Cost $64,000 ______________________________________________________________________________ FISCAL EFFECTS: Implementing Alternative B would require $34,000 from the City’s General Fund; however, many of these programs will leverage investment from other businesses and organizations in the community. Several of the programs will result in direct energy savings, while other programs will lay the groundwork for future energy savings for both the City of Bozeman and residents. ALTERNATIVES: As suggested by the City Commission. Report compiled on: September 1, 2011 Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Ron Dingman, Park and Recreation Director Thom White, Park/Cemetery Superintendent SUBJECT: The effects on parks and cemetery maintenance by the possible sale of the Story Mansion or by further decreasing or increasing the Parks maintenance budget. MEETING DATE: September 12, 2011 AGENDA ITEM TYPE: Included with Final Appropriation Resolution materials. BACKGROUND: In response the question of what resources would be saved if the City were to sell the Story Mansion and how those resources would be used, the following information is provided. The Parks Division staff currently mows and irrigates the Mansion grounds as well as doing snow removal during the winter months. It takes 1 employee 1 hour every week to mow the grounds, or 26 hours per season based on 26 weeks. It takes 1 employee 3 hours every day to irrigate the lawn using hoses and sprinklers, which includes the multiple trips made to move sprinklers. A total of 330 hours per season are used for irrigation, based on 22 weeks. Miscellaneous maintenance duties account for approximately 60 hours per season. It normally takes 1 employee about 45 minutes to plow the walks and parking lot following a snow event. Snow removal hours vary because the number of snow events each year is not a constant number. A rough average for snow removal per season is about 26 hours. The approximate total of man hours used for maintenance of the Story Mansion grounds per year is 442. The highest priority for maintaining our public lands is risk management and liability issues. Beyond that mission, the Parks and Cemetery Divisions use a tier system to identify levels of maintenance and a park priority list to indentify the highest to lowest priority parks in our system. The Chart below lists each park, and the cemetery, and the level of care we provide to them. There are variables that affect our ability to perform all of these duties consistently, such as employees being sick or on vacation, equipment failures, weather, emergency priorities, etc. The maintenance Tier levels are explained in detail in the attachments you received with this memo. Tier 1 Tier 2 Tier 3 Tier 4 Christie Fields East Gallatin Recreation Area Centennial Park New Hyalite Park Bronken Park Bozeman Pond Jarrett Park McLeod Park Sports Complex Southside Valley Unit Park N. 9th Park Bogert Park N. Grand Fields Story Mansion Langohr Gardens Lindley Park West Babcock Aashiem Fields Westfield Park Westlake Gardens Cooper Park Westlake/BMX Depot Park Snowfill Park Beall Park Rose Park N. Meadows Park Circle Dr. Park Kirk Park Creekside Park Pilgrim Church Park Main Street to Mountains Soroptimist Park Josephine Park Shop Complex Hauser Park Lower Shop Yard Graf Park Boulevards Greenway Park Burke Parking Lot The 2011 Budget for Parks was $1,027,138. $678,633 was budgeted for wages and $348,505 was budgeted for Operations. With the Full-Time Equivalents (FTE’s) and Operations funding that was budgeted in the 2011 budget, the Parks Division has been able to maintain the level of maintenance for the parks listed above. The Parks Division staff, combined with the Cemetery staff, consists of 10 full time employees, not counting the Parks and Cemetery Superintendent, and about 14 to 16 seasonal employees, depending on our ability to fill all positions. The Parks and Cemetery Divisions have essentially combined in order to allow us to work a 7 day work week and eliminate overtime. This has resulted in fewer people working on each day which has had an added affect on our ability to accomplish some tasks. All Parks and Cemetery employees work together to accomplish whatever job needs to be done, and those jobs are prioritized according to urgency and importance. For instance, if there is a funeral and we have 5 employees on shift, 2 employees are needed for the burial leaving 3 employees for all other work. This scenario assumes that all seasonal employees are gone for the season. As you may know, most all of our seasonal employees are students which are only available from mid-June to the end of August. The worst case scenario would be a 5 person crew with someone either sick or on vacation. This is to provide an understanding of the operation and our resources. If the Parks Division no longer had the additional workload of the Story Mansion maintenance, the resources saved would first be used to help accomplish our top priority tasks that may not be getting done and then work further down the priority list of parks and maintenance. This might include increased weed eating, facility maintenance, and trail maintenance. UNRESOLVED ISSUES: N/A ALTERNATIVES: As suggested by the Commission. FISCAL EFFECTS: N/A Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Jon Henderson, GIS Manager Brendan Steele, IT Director Chris Kukulski, City Manager SUBJECT: Aerial Photography MEETING DATE: September 12, 2011 AGENDA ITEM TYPE: FYI. RECOMMENDATION: The following information is provided as a follow-up to questions raised during the August 8, 2011 City Commission meeting regarding the proposed aerial photography project. BACKGROUND: The City of Bozeman collects updated aerial photography to support many internal functions. This information is used in virtually every department and should be considered a critical part of our data infrastructure. Please reference the attached “Capital Request Narrative” for a complete listing of advantages associated with this project. We currently charge individuals requesting aerial photography a rate consistent with the laws set forth in Section 2-6-110 of the Montana Code Annotated. According to the statute, we are not able to recoup costs for a project beyond what it takes to provide access to the information. It is standard practice among other Montana communities to supply digital data at a reasonable cost so that the information may be used by all user groups in a variety of ways, thus maximizing our return on investment throughout the development process. Despite increased demand from the private sector, our main users/benefactors of aerial photography remain to be within the organization (e.g., Engineering, Planning, Emergency Services, etc.). The Montana State University Department of Facilities Planning, Design and Construction has agreed to supplement our project cost by $3,250 – based on 5% of the land area that is proposed within the flight boundary which is under their ownership (“good faith” letter attached). Additional private sector contributions were unsuccessfully pursued during our 2004 flight because local engineering firms were not interested in a “static” image. In other words, when they are hired by a client, they usually fly aerial photography concurrent with the schedule of their project. According to our financial records, we have brought in a total of $6,809.95 since the beginning of 2008 (roughly $1,700 per year). This represents cash register codes for “Maps & Prints”, but may also include some erroneously coded sales such as simple photo copies. As you can see from the below graphic, the city has experienced considerable change, showing over 1,000 “significant changes” (e.g., major building improvements) which have occurred since the last photo was taken (6/15/2007): We have also added the following items since our last photo:  Parking Garage  Detention Center  Downtown Blast  New Elementary & Middle Schools  382 acres of Annexations (3% of City)  ~10 miles of pavement/road  1,000+ “significant changes” based on Building Permits UNRESOLVED ISSUES: None. ALTERNATIVES: As suggested by the City Commission. FISCAL EFFECTS: The project is scheduled for FY12 in the current Capital Improvement Plan (GF065). The Montana State University Department of Facilities Planning, Design and Construction have offered a “good faith” contribution of $3,250. This brings the total cost to the City down to $61,750 (which includes a 15% contingency). Attachments: Capital Request Narrative, Good Faith Understanding Letter from MSU Report compiled on: August 12, 2011 PLANNING ___________________________________________________________ WORKLOAD INDICATORS WORKLOAD INDICATOR FY08 Actual FY09 Actual FY10 Actual FY11 Budgeted FY12 Estimated Subdivision Pre-applications 11 4 5 4 4 Minor Subdivision Pre. Plats 3 3 2 2 Major Sub-Preliminary Plats 7 0 2 2 2 Final Plats 21 3 5 4 4 Master Plan Amendments 4 2 1 1 Annexations 7 1 1 2 2 Exemptions 19 7 15 10 10 Preliminary Plat Lots Approved 1,434 6 170 170 Final Plat Lots Approved 861 10 200 200 Number of public forum opportunities for special projects 10 20 10 10 Number of participants in forums 125 150 100 100 Number of projects assessed impact fees 1200 451 1000 1000 Number of literature/information requests pertaining to impact fees 150 100 150 150 Number of estimates for impact fees 100 50 150 150 Site Plans 45 37 85 25 25 Conditional Use Permits 9 14 10 15 15 Planned Unit Developments 7 0 2 0 0 Certificates of Appropriateness 224 221 327 225 225 Sign Reviews (permanent and temp)297 281 356 280 280 Variances/Appeals 0 3 1 4 4 Zone Map Amendments 20 3 9 4 4 Zone Text Amendments 0 3 5 5 Concept Plan Review/Informal Review 29 10 18 20 20 Number of site visits and/or signage consultations evaluating allowable signage 511 500 550 550 Special Temporary Use Permits (STUPs)13 10 11 10 10 Reuse Permits 18 13 35 15 15 HISTORIC PRESERVATION Office Visitations 300 Historic Design Reviews 268 173 200 200 Presentations (slides, walking tours, etc)26 18 18 18 Newsletters/Articles 0 2 2 BHPAB Meetings/Beautification Staff Hrs NA 580 580 580 Hrs Working w/Volunteers/Interns 350 650 650 Certified Local Government (CLG) hrs. 1000 1000 1000 LIBRARY ___________________________________________________________ PERFORMANCE MEASURERS Effectiveness Measurers (workload per capita FY09-11 – based on service population of 47,805) Standard FY 09 Actual FY10 Actual FY11 Projected FY12 Budgeted (based on new service pop. of 62,164) Circulation of Materials 9.9 13.28 14.04 15.6 13.33 Registered Borrowers – as a percent of total service population 50%61% 60% 60% 46% Total volumes 2.38 2.75 2.8 2.9 2.25 Reference transactions 1 2.33 2.2 2.27 1.79 Interlibrary loan transactions .1 .08 .14 .08 .06 Children’s program attendance 30%39% 43% 42% 32% Efficiency Measurers Standard FY 09 Actual (workload/FTE – based on 21.16 FTE) FY10 Actual (workload/FTE – based on 21.16 FTE) FY11 Projected (workload/FTE – based on 21.66 FTE) FY12 Budgeted (workload/FTE – based on 21.66 FTE) Circulation of Materials 20,000 30015 31734 34360 38264 Registered Borrowers 1,000 1386 1362 1317 1328 Total volumes 4,000 6223 6288 6406 6463 Reference transactions 2,000 5273 4962 5021 5143 Interlibrary loan transactions 200 176 316 172 175 Children’s program attendance 650 885 979 927 931 LIBRARY ___________________________________________________________ WORKLOAD INDICATORS WORKLOAD INDICATOR FY 09 Actual FY10 Actual FY11 Projected FY12 Budgeted Library Materials Circulated 635113 671501 744245 828808 Children's Programs Provided 508 630 657 665 Attendance at Children's Programs 18735 20722 20087 20173 Reference Questions Answered 111590 104995 108748 111389 Interlibrary Loan Transactions 3730 6693 3720 3789 Registered Borrowers 29329 28817 28528 28775 New Library Materials Cataloged 13374 13059 11462 12000 Materials Reserved 9521 10854 11113 13859 Materials Renewed 44156 40809 42230 44991 2011 Bozeman Parcel Data Orion ‐ Average and Median.xlsx Protest Summary 2011 Tax Year City of Bozeman Real Estate Parcel Data Number of Parcels 12490 Number of Parcels with Zero Taxable Market Value 716 Number of Taxable Parcels 11774 Number of Parcels with Living Units 8934 Median Residence, Taxable Market Value 133,380              Sort out properties with "0" Living Units Average Residence, Taxable Market Value 158,860              Sort out properties with "0" Living Units Appeals   2009 Appeal ‐ AB26 1186   2009 County Tax Appeal Board 59   2009 Appeals ‐ Total 1245        Cancelled 7        Data Change only 8        Denied 15        Dismissed ‐ Applicant 11        Dismissed ‐ County 2        No Change 561        Value Adjustment 522        Withdrawn 69        Still Active: 50               Current Taxable Market Value of Parcels Still Active 30,368,011$                       Percentage of Entire City's Taxable Market Value 1.14%               Average Market Value of Parcels Still Active 607,000$                           Related Dollar Value of City Property Taxes 152,358.56$          2010 Appeal ‐ AB26 314   2010 County Tax Appeal Board 16   2010 Appeals ‐ Total 330        Cancelled 4        Data Change only 1        Denied 58        Dismissed ‐ Applicant 1        Dismissed ‐ County 0        No Change 12        Value Adjustment 20        Withdrawn 11        Still Active: 223               Current Taxable Market Value of Parcels Still Active 73,225,580$                       Percentage of Entire City's Taxable Market Value 2.59%               Average Market Value of Parcels Still Active 328,365$                           Related Dollar Value of City Property Taxes 353,041.31$          2011 Appeal ‐ AB26 73   2011 County Tax Appeal Board 7   2011 Appeals ‐ Total 80       "Closed"26        Still Active: 54               Current Taxable Market Value of Parcels Still Active 19,255,722$                       Percentage of Entire City's Taxable Market Value 0.64%               Average Market Value of Parcels Still Active 356,589$                           Related Dollar Value of City Property Taxes 88,294.45$           Total Related Dollar Value of City Property Taxes Still Under Appeal 593,694.32$