HomeMy WebLinkAboutFiscal Year 2014 Approved Budget, City of Bozeman
Approved Budget
For Fiscal Year 2014
7/1/2013
City of Bozeman, Montana
CITY OF BOZEMAN, MONTANA
FISCAL YEAR 2013‐2014
APPROVED OPERATING AND
CAPITAL IMPROVEMENT BUDGET
CITY COMMISSION
Sean Becker— Mayor
Jeff Krauss— Deputy Mayor
Cynthia Andrus—Commissioner
Chris Mehl—Commissioner
Carson Taylor—Commissioner
CITY MANAGER
Chris Kukulski ‐ City Manager
CITY STAFF
Anna Rosenberry, CPA—Administrative Services Director
Stacy Ulmen—City Clerk
City of Bozeman 3 FY14 Approved Budget
CITIZEN REVIEW AND PARTICIPATION
______________________________________________________________________________________________
The City encourages open and transparent government—and offers multiple ways to access 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 in hard‐copy form or via a library
computer, and
Copies may be purchased from the Finance Department, 121 N. Rouse, Bozeman, Montana
for $50.
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 are also 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.
City of Bozeman 4 FY14 Approved Budget
DISTINGUISHED BUDGET PRESENTATION AWARD
______________________________________________________________________
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, 2012. The City has received this award for each budget it has prepared in the past 22
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 continues to conform to
program requirements, and we are submitting it to GFOA to determine its eligibility for another award.
City of Bozeman 5 FY14 Approved Budget
Contents
CITIZEN REVIEW & PARTICIPATION 4
DISTINGUISHED BUDGET PRESENTATION AWARD 5
CITY MANAGER’S BUDGET MESSAGE 9
COMMUNITY, DEMOGRAPHIC, & STATISTICAL INFORMATION 21
POPULATION 22
CORE VALUES 25
VISION, MISSION, AND GOALS 26
ADOPTED WORK PLAN FOR 2013‐2014 27
PLANNING PROCESSES 28
FINANCIAL POLICIES 29
BUDGET DEVELOPMENT & ADMINISTRATION 29
REVENUE COLLECTION 30
EXPENDITURES AND PAYMENTS 31
DEBT ADMINISTRATION 33
RESERVES AND FUND BALANCES 34
FINANCIAL REPORTING & ACCOUNTING 35
FINANCIAL STRUCTURE 37
THE BUDGET PROCESS 41
CITY ORGANIZATIONAL CHART 46
FINANCIAL SUMMARY 47
CHANGES IN FUND BALANCE/WORKING CAPITAL 48
MILL LEVIES & MILL VALUES 50
APPROPRIATIONS BY TYPE 51
APPROPRIATIONS BY FUND 52
REVENUES BY SOURCE 53
LEGAL DEBT LIMIT & BOND RATINGS 54
REVENUE DETAILS – FY14 55
City of Bozeman 6 FY14 Approved Budget
REVENUE TRENDS & ANALYSIS 57
EXPENDITURE DETAILS – FY14 62
EXPENDITURE TRENDS & ANALYSIS 64
FUND BALANCES/WORKING CAPITAL TRENDS & ANALYSIS 69
REVENUE & EXPENDITURE DETAILS FOR EACH FUND 73
LOCAL ECONOMIC OUTLOOK & CITY LONG RANGE FINANCIAL PLANS 89
CITY COMMISSION 91
CITY MANAGER 94
MUNICIPAL COURT 98
CITY ATTORNEY 102
ADMINISTRATIVE SERVICES 105
COMMUNITY DEVELOPMENT 108
FACILITIES MANAGEMENT 113
INFORMATION TECHNOLOGY 116
POLICE 119
FIRE 125
BUILDING INSPECTION 130
PARKING 133
PUBLIC SERVICES ADMINISTRATION 136
STREETS 143
STORMWATER 148
WATER TREATMENT PLANT 151
WATER OPERATIONS 155
WASTEWATER OPERATIONS 159
WATER RECLAMATION FACILITY (WASTEWATER PLANT) 163
SOLID WASTE COLLECTION 167
SOLID WASTE RECYCLING 170
VEHICLE MAINTENANCE 173
City of Bozeman 7 FY14 Approved Budget
CEMETERY 176
PARKS 180
FORESTRY 185
LIBRARY 189
RECREATION 192
COMMUNITY SERVICES 196
NON‐DEPARTMENTAL 201
GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE 204
SPECIAL IMPROVEMENT DISTRICT (SID) REVOLVING FUND 207
SPECIAL DISTRICT DEBT 210
APPENDIX 213
CAPITAL EXPENDITURES SUMMARY 214
WATER & WASTEWATER RATE INCREASES 216
US CONSUMER PRICE INDEX 217
LIBRARY G.O. BOND #1 SCHEDULE 218
LIBRARY G.O. BOND #2 SCHEDULE 219
TRANSPORTATION G.O. BOND SCHEDULE 220
REFERENCE TABLE 221
STAFFING SUMMARY 223
GLOSSARY OF KEY TERMS 224
City of Bozeman 8 FY14 Approved Budget
CITY MANAGER’S BUDGET MESSAGE
___________________________________________________________
July 1, 2013
Bozeman City Commission:
I am pleased to present the Approved Budget for Fiscal Year 2013-2014 (FY14).
This past year has seen significant leadership and organizational change for the City. In a
time of consistency among our elected leaders on the Commission, our staff has added many
new faces in key management roles:
Director of Parks & Recreation
Director of Public Works
Community Development Director
Information Technology Manager
Human Resources Manager
Water Reclamation Facility Superintendent
Development Review Manager
We are excited about the talented people we’ve been able to recruit. With such a significant
number of new faces on our team in the past year, our strategy to move forward includes:
1. Taking advantage of opportunities to better organize departments and divisions
across the various functions of services we provide; and,
2. Improving On-Boarding for new Directors and Managers; and,
3. Taking time to develop the Executive Team (City Manager, Assistant City
Manager & Directors); and,
4. Focusing efforts on training supervisors, many of whom haven’t supervised
before or haven’t held a supervisory role at the City of Bozeman.
Commission Goals and the Approved Budget
The City Commission recently updated its priorities for the coming months. Below we have
described the priorities and how this Approved Budget addresses each item:
2013 – 2014 Adopted Priorities
1. Diversify the local economy and support the creation and expansion of mid to high paying
jobs.
Approved Budget: The Budget includes over $400,000 for economic development efforts, including
an additional staff person and funds for marketing.
2. Implement the 2012 Trails, Open Space, & Parks (TOP) bond to expand the capacity of our
parks, trails and open spaces.
Approved Budget: We have budgeted for spending $5 Million from the new Park Bond Construction
Fund. It is anticipated that these General Obligation Bonds will be sold in the summer of 2013,
City of Bozeman 9 FY14 Approved Budget
with funds available for park-land and trail purchase immediately afterwards. If the bonds are
sold prior to August, the first tax levy will occur this fall, with an estimated 4.12 mill increase for
Park Bond Debt Service.
3. Implement reform of the community development system with an enhanced focus on
customer service.
Approved Budget: The coming year will see the Building Inspection, Development Review, and Long
Range Planning divisions working together under the Department of Community Development.
Software improvements to our SunGard software system are expected to improve customer
service across these divisions.
4. Enhance Downtown Development Opportunities.
Approved Budget: The Budget includes the annual funding for the Downtown Tax Increment
Financing District and Business Improvement District (BID). This year, the BID’s annual
assessments are scheduled to increase from $114,000 to $120,000 for the year. This increase
was approved a number of years ago, when the BID was re-certified.
5. Complete the Integrated Water Resource Plan and develop solutions to achieve long term
water sustainability.
Approved Budget: A new Water Conservation Specialist position is approved within the Water Fund.
It is anticipated that this individual will greatly assist in furthering efforts towards water
resource sustainability. In addition, the second phase of our fixed-based water meter-reading
system is budgeted. This system will enable the City and, eventually, our water customers to
access water consumption information for each water meter on a daily basis.
6. Implement financial plans and asset management systems to properly maintain and replace
the City’s infrastructure and facilities.
Approved Budget: This budget includes amounts to significantly improve the extension and use of
our asset-management software (Cityworks) and for more specialized pavement and curb
management tools.
The Water & Wastewater budgets include approximately $1 Million each for replacement
of aging pipes.
The Water Treatment Plant replacement and expansion project will wrap-up construction
this winter. (This project was fully budgeted in previous years; the final months of
payments will be made using carry-over capital budget authority. No additional
construction expenditures are included in this FY14 budget).
Curb Replacements are planned along South Willson (Cleveland – Koch), timed with the
street mill and overlay.
Street Reconstruction is scheduled on a segment of Story Street.
Street Mill and Overlay projects are planned on: Ferguson Avenue, Technology
Boulevard, North 21st Street, South 20th Street, and South Willson (above.)
Stormwater crews will continue televising our stormwater system this summer with the
first Stormwater Operations crew dedicated to collecting this critical system condition
information. Mapping efforts will also continue through our G.I.S technicians & interns.
7. Complete design of the Police Station & Municipal Court and educate the public on the
necessity for, and passage of, a bond measure.
Approved Budget: A $1 Million expenditure of General Fund money is budgeted to acquire land for
a Police & Municipal Court Facility.
8. Assist Gallatin College and secure regional funding.
Approved Budget: The budget includes 1.5 mills of property tax revenue, estimated to be $127,500,
in support of Gallatin College programs.
9. Continue implementation of the Climate Action Plans
City of Bozeman 10 FY14 Approved Budget
Approved Budget: The Wastewater Fund includes $50,000 expenditure for the engineering work to
move forward with methane capture/co-generation at the Water Reclamation Facility. The
Water Fund includes $50,000 for the development of an Alternative Energy Plan. Further, the
Commission approved $40,000 for a part-time (0.5 FTE) position or the equivalent in contracted
services.
10. Determine the future of Bogert Pool and next steps for Aquatics & Recreation
Approved Budget: The budget includes $25,000 for repairs to the ailing gutter system on the Bogert
Pool. Seen as next steps are the $325,000 to design and install a Splash Park feature at another
park in town, and $125,000 to begin design of another aquatics facility for the City.
11. Consider a Demolition by Neglect ordinance
Approved Budget: No budget implications at this time.
12. Develop a permanent plan for the Story Mansion
Recommended Budget: The budget does not include any planned revenues for the sale of the
Mansion. It does include money in the Parks budget for the continued maintenance of the Story
Mansion Park. In late August or September, the Commission will review all requests for
proposals received to purchase or obtain by gift the Story Mansion.
Significant changes during the past 12 months
Increased Building Permit Activities. Our Building Inspection division has seen strong
permit issuance over the past 12 months. While never completely stopping, building
construction significantly slowed during the recession. For the current fiscal year to date
(July-April), the total value of Building Permits for New Construction is 160% of the
previous year. Remodel and addition activity also continues to be strong. As vacant,
buildable lots are consumed, we expect to see increased planning and subdivision activity.
This economic activity in the development and building sector can be seen all over town.
The effects of construction projects flow from the Community Development, Engineering,
and Building Inspection divisions to our Water/Sewer Operations crews (water and sewer
service lines), GIS Divisions, Street Maintenance crews, Solid Waste division, Utility
Clerks, etc, as we bring these new properties on-line with City services. However, the
implications for property tax revenues will likely not be felt much during FY14 due to the
State’s system of property appraisal.
Voter Approval of the Trails, Open Space, and Parks (TOP) Bond $15 Million. In November
2012, the voters approved the issuance of $15 Million in General Obligation Bonds for the
purpose of funding trail, open space, and park acquisitions. An advisory board has been
formed. We anticipate the issuance of a portion of the bonds this summer, so that land
purchases can begin as early as this fall. Depending on the exact timing of the bond sale,
we may be levying taxes for our first debt payment this fall. Our estimated property tax
amounts in this Budget include a debt service payment estimate and a 4.12 mill tax
increase.
State Pension Law Changes. Significant changes were made in Helena this spring that
have increased the required Employer contribution to the Montana Public Employees
Retirement System (PERS). Effective July 1, 2013, according to House Bill 454, the City’s
City of Bozeman 11 FY14 Approved Budget
share of pension contributions will increase by 1.27% points, plus an addition 0.1% each
year for the next 10 years. With our current contributions of 6.8%, the new rate will be
8.07% of compensation. This is a 19% increase in the amount of pension contribution
required from the employer and is expected to cost the General Fund an additional $60,000
this coming year, and the City as a whole approximately $150,000 this coming year.
State Entitlement Share No-Longer Frozen: Having been frozen for the past two years
under laws of the 2011 Legislature, FY14 will finally see an increase in amounts
reimbursed back to the City by the State. Having foregone approximately $150,000 each
year for the past two years, it is good news that these moneys will begin to grow again. For
FY14, the share will see a 3.5% increase, resulting in $120,000 additional dollars for the
General Fund.
MMIA Declaratory Action: In December 2009, the Montana Supreme Court ruled against
the City in our appeal of Delaney v. City of Bozeman. At issue was the City’s purchase of
the Mandeville Farm property in 2003. Delaney was awarded $3 Million. The City and
Montana Municipal Interlocal Authority (MMIA) sought judicial determination on the
amounts owed by each party. In April 2012, a District Court in Helena determined that the
City owed the full amount. The City filed an appeal with the Montana Supreme Court.
Prior to a determination by the Court, the City and MMIA settled the case. Under the
terms of the settlement, the City is to pay the MMIA a total of $2 Million. FY14 marks the
second payment of approximately $700,000.
Staffing Levels and Changes
General Fund Positions
Approved FY14 staffing for the General Fund includes adding the following positions.
Recommended Staffing Changes FY14:
General Fund
Full-Time
Equivalent
Positions
Battalion Chiefs 2.0 FTE
Park & Trail Bond Project Coordinator 1.0
City Manager’s Office Support Position 1.0
Economic Development Specialist 1.0
Library - 12hrs of Librarian I 0.3
Library - Computer Training Center/Job Training 0.5
Library - Sunday Summers 0.25
Community Climate Action Plan 0.5
Net Change 6.55 FTE
Public Safety Positions (Police & Fire): Prior to the recession, in November 2007, local
voters approved increasing our tax levy to add staff to both the Police and Fire
Departments. We have budgeted for, and continue to strive to fill all of the authorized
City of Bozeman 12 FY14 Approved Budget
positions in FY14.
The levy also approved funding three Battalion Chief Positions within the Fire Department,
as a result of adding a third fire station to the City. In FY13, after operating with three
stations for over three years, funding was approved to add one Battalion Chief to start in
April 2013. We are now recommending that the remaining Battalion Chief positions be
filled. The Approved Budget brings two of these positions on-board on July 1, 2013.
Enterprise Fund Positions
The following positions were approved and will be added in our Streets, Water, Sewer, Solid
Waste and Stormwater Funds.
Recommended Staffing Changes FY14:
Enterprise & Special Revenue Funds
Full-Time
Equivalent
Positions
Streets/Signs & Signals (50/50) 1.0 FTE
WRF Seasonal Dredge Operator 0.6
WRF Seasonal Groundskeeper 0.5
Water Treatment Plant - Temporary Hires for
startup (2FTE for 3 mos)
0.5
Water Conservation Specialist 1.0
Public Works Technician
(WRF/Stormwater/Landfill)
1.0
Wastewater Operations Worker 1.0
Net Change 5.6 FTE
The General Fund: The City’s General Fund supports the majority of administration,
public safety and public welfare operations. It’s most significant source of revenue comes
from local property taxes. As a result, the General Fund’s operating budget and fund
balance are critically important to the financial health of the city.
This year’s General Fund budget totals $27 Million in expenditures, in the following areas:
Department General Fund
Amount
Commission $ 234,023
City Manager 642,831
Courts 666,599
Attorney 863,847
Admin Svcs (Fin/IT/HR) 1,975,024
Facilities 1,195,353
Police 8,841,806
Fire 5,301,336
Public Services/Streets 328,909
Cemetery 387,968
City of Bozeman 13 FY14 Approved Budget
Parks 1,323,533
Library 1,539,101
Recreation 1,714,848
Economic Development 401,212
Sustainability 162,176
Other 1,277,982
TOTAL Expenditures $26,856,548
As shown in the above graph, Police and Fire services combined comprise 45% ($12.2
Million) of the General Fund’s spending. The next largest departments are grouped
together, each spending roughly $1.0 - $2.0 Million and comprising 4-7% of the budget:
Administrative Services, Recreation, Library, Parks, and Facilities Maintenance. Nine
other departments comprise the balance of General Fund Expenditures.
General Fund Unreserved Fund Balance: The City’s charter requires an established
minimum level of General Fund Unreserved Fund Balance, in accordance with the
Government Finance Officers’ Association (GFOA) Best Practices. GFOA’s Best Practice
City of Bozeman 14 FY14 Approved Budget
Recommendation was adopted and our required minimum reserve balance is 16 2/3% of
budgeted revenues. As discussed in more detail on page 70, this budget meets the required
minimum reserve of approximately $4,100,000 at the end of Fiscal Year 2014.
Additional Debt: As discussed previously, the voters approved the issuance of up to $15
Million in General Obligation bonds for the purposes of parks, trails, and open space
projects. We expect to issue approximately $5 Million of that debt in the early part of FY14.
Mill Levy Comparisons
Given the City’s measures to return budget savings to the taxpayers, our levy remains 7th
for comparable communities in our state. The table below shows the city tax levy for a
number of communities in Montana.
City 2010 Census
Populations
FY2013 MillsLevy RankAs a % of
Bozeman Levy
Havre 9,310 255.78 1 153%
Missoula 66,788 240.90 2 144%
Livingston 7,044 219.41 3 132%
Great Falls 58,505 193.57 4 116%
Kalispell 19,927 187.40 5 112%
Billings 104,170 174.58 6 105%
Bozeman 37,280 166.75 7 100%
Belgrade 7,389 158.54 8 95%
Helena 28,190 157.01 9 94%
Whitefish* 6,357 120.40 10 72%
West Yellowstone* 1,271 89.45 11 54%
West Yellowstone and Whitefish both utilize Local Option Resort Taxes as an alternative or
supplement to property taxes, which the City of Bozeman is currently prohibited from by
state law.
Residential City Property Taxes for FY12, FY13, and FY14
In November 2012, the voters approved this issuance of up to $15 Million in General
Obligation Bonds under for the purpose of expanding, creating new, and improving existing
parks, trails, athletic fields and natural areas. At the time of the vote, we estimated that a
$15 Million bond will cost the typical household less than $45/year. Issuing $5 Million of
that debt this summer would result in an estimated tax increase of 4.12 mills, or $15.30 to
the median residence.
In 2007, at the time city voters approved the increase in tax levies for Police & Fire
positions, the City’s tax levy was 154.18 mills. Adding the approved levies, which were to
gradually increase to a total of 30 mills by FY11, would leave taxpayers with an estimated
mill levy of 184 mills. The City’s total tax levy has never reached this level, and has been
City of Bozeman 15 FY14 Approved Budget
substantially lower than the maximum allowed by law, due to the following items:
The City did not immediately 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.
For FY11, we reduced the adopted levy for the FY11 SAFER Grant and Battalion
Chief positions, 911 related mills, and an additional $578,990 (7.16 mills.) This
resulted in a tax levy of 168.75 mills, over 29 mills ($2.3 million) lower than our
statutory limit at that time.
For FY12, we reduced the adopted levy for the FY12 SAFER Grant and Battalion
Chief positions, 911 related mills, and an additional $684,976 (8.34 mills.) This
resulting tax levy of 166.75 mills was 29.87 mills ($2.5 Million) lower than our
statutory limit at that time.
For FY13, we reducing the levy for the FY12 Police Vacancy Savings & FY13 Fire
Vacancy Savings (estimated to be $578,525) and approximately $1,263,330 in
General Fund revenue reduction.
For FY14, we are estimating that a tax levy of 4.12 mills may be needed to begin debt
payments on $5 Million of the voter approved TOP bonds. This levy amount will
depend on the timing and pricing of a summer bond sale. In total, the Commission
approved a budget that would increase the tax levy to a total of 178.89 mills.
Assessed
Market Value
FY12
Taxable
Value
FY12 City
Tax Levy =
166.75 mill
FY13
Taxable
Value
FY13 City
Tax Levy =
166.75 mills
FY14
Estimated
Taxable
Value
FY14
Estimated
City Tax
Levy =
178.89
mills
Median Home ~
$133,380
$3,761 $627 $3,761 $627 $3,761 $672
$150,000 $4,230 $705 $4,230 $705 $4,230 $756
$200,000 $5,640 $940 $5,640 $940 $5,640 $1,008
*Restated for FY11-FY13 for newly reported “Median Home” value.
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. Median simply means that half of the homes in the city have a
higher value and half have a lower value.
General Taxes - Cost per Mill
For FY12, the value of one mill increased 2.1% to $82,062. We estimated a similar 2.1%
increase for FY13. Actual taxable values, upon certification in August, showed a 1.4%
increase over the previous year. For FY14, due to continued strong building permit
issuance, we are estimating a 2.0% increase in taxable values. Taxable values for the City
have had an average increase of 3.9% per year for the past 5 years.
City of Bozeman 16 FY14 Approved Budget
City residents living in the median residential home will pay approx $3.71 for each mill the
city levies. In FY14, that is estimated to total $672 in annual property taxes on the median
home. This is an increase of $45 over last year, and is estimated to be $89.04 (24 mills)
lower than our statutory maximum tax rate.
Citywide Street and Tree Maintenance 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. With the Commission’s focused goal of addressing deferred
maintenance, we have been undertaking a 3 year increase to the Street Maintenance
Assessment. The recommended budget is based on a 6.9% increase in the Street
assessment, resulting in an annual assessment of $126.30 for the average sized lot. This
increase is a result of the following:
Continued increase to Curb Replacement Fund (2% increase to 8%, ~$54,000 annual
increase)
Increase to a Street Reconstruction Reserve (3% increase to 15%, ~$75,000 annual
increase)
Increase in Other Operating needs. (1.9%, ~$50,000 annual increase)
The Commission approved no increase to the Tree Maintenance Assessment, therefore
maintaining an annual assessment of $16.86 for the average sized city lot. Combined, the
annual increase in special assessments over the previous year is $7.85 for owners of an
averaged sized lot in the city.
Lot Size
FY12 Approved
18% Streets & 0% Trees
FY13 Approved
8.7% Streets & 0%
Trees
FY14 Approved
6.9% Streets & 0% Trees
Small= 5,000 sq ft. Streets - $69.76 Streets - $75.82 Streets - $81.07
Trees - $11.24 Trees - $11.24 Trees - $11.24
Average = 7,500 sq
ft.
Streets - $104.67 Streets - $113.78 Streets - $121.63
Trees - $16.86 Trees - $16.86 Trees - $16.86
Large = 10,000 sq ft. Streets - $139.56 Streets - $151.70 Streets - $162.17
Trees - $22.50 Trees - $22.50 Trees - $22.50
Water, Sewer, and Stormwater Utility Rates
City property owners are by and large required to utilize the City’s water and sewer
treatment systems. The adopted facility plans outline large capital projects will need to be
funded in the coming years.
This past spring, with the near completion of the Water Treatment Plant construction, we
updated our 5 year study of both Water and Sewer Rates. We presented this detailed
analysis to the Commission during the spring for decision making on rate changes effective
City of Bozeman 17 FY14 Approved Budget
September 1, 2013. As with the street system, we have developed a recommendation that
aggressively addresses the issue of deferred pipe maintenance. Our recommendation also
includes adding staff positions that were deferred when building activity slowed down.
The Stormwater rates were instituted in FY13, with a 4% increase already adopted for
FY14. It is anticipated that FY15 will see a much revised fee structure for Storm Water
services, with fees based on a more equitable approach than the current fee based on your
water meter size.
For FY14, a residential customer utilizing 10 hundred cubic feet (HCF) of water each
month will see an estimated combined monthly increase for these services of $1.32/month,
or $15.84 per year, and will aggressively address the system’s deferred pipe maintenance.
Because of our inclined-block rate schedules for water services, the increase that residents
experience will relate to their individual patterns of water usage (peaks, etc.)
Average
Residential
Customer
Adopted
FY12 Monthly Bill
4.5% Increase Water
6% Increase Sewer
Adopted
FY13 Monthly Bill
4.5% Increase Water
6% Increase Sewer
Approved
FY14 Monthly Bill
0% Increase Water
3% Increase Sewer
4% Incr Storm Water
Water $38.43 per month $40.15 per month $40.15 per month
Sewer $41.55 per month $44.04 per month $45.36 per month
Stormwater -none- $ 1.67 per month $ 1.75 per month
Total $79.98 per month $85.86 per month $87.26 per month
Capital Improvement Impact on Operating Budget
The City annually prepares a Five Year Capital Improvement Plan (CIP); most recently
adopted for FY14-FY18 this past winter. The items that are scheduled in that plan each
spring become the starting point for budget requests at budget development time. This
year, capital expenditures total over $12 Million. These purchases will have varying effects
on our operations this year and into the future. See the Appendix for a listing of Capital
Improvement items.
Capital Item Budget
Amount
Impact on Operating Budget
PT01: Park & Trail Bond
Projects
$5,000,000 Annual Operating & Maintenance: These costs are
not funded by the bond issue. Depending on
exactly what is purchased, operating costs could
vary widely. This will need to be analyzed with
each project purchased. At budget development
time there are no specific projects proposed for
funding. Certain acquisitions could add costs to
the Parks department budget for maintenance, or
to the Recreation department budget for
operations.
GF050: Police $1,000,000Annual Operating & Maintenance Costs: Not
City of Bozeman 18 FY14 Approved Budget
Station/Court Facility –
Land & Site Work estimated at this time. Currently, the City pays
facility costs to the County for our square footage
at the Law & Justice Center. We anticipate asking
voters to approve an operating levy, if necessary,
when approving a construction bond.
W04- Water Pipe
Replacement
$974,165 Annual Operating & Maintenance Costs: Pipe
replacements generally decrease the maintenance
effort required. Current cost estimate of $12,500
per water main mile maintained annually.
WW-08- Wastewater Pipe
Replacement
$1,003,150Annual Operating & Maintenance Costs: Pipe
replacements generally decrease the maintenance
effort required. Current cost estimate of $12,500
per wastewater main mile maintained annually.
Design, Engineering &
Construction of a Splash
Park (location: To Be
Determined)
$325,000 Annual Operating & Maintenance Costs: This
project is expected to add costs to the Parks
department budget for water and chemicals, and
additional clean up of the area in the summer
months. Splash Parks do not require lifeguards,
so additional staff is not planned.
New Pool Design
(Portion, remained to be
budgeted next year)
$125,000Annual Operating & Maintenance Costs: Not
estimated at this time. Depending on the design
and size of the pool, operating costs will vary
widely. We anticipate asking voters to approve an
operating levy, if necessary, when approving a
construction bond.
CR02 – South Willson
Curbs (Cleveland to
Koch)
$350,000 Annual Operating & Maintenance Costs: Repair of
these failing curbs is expected to decrease the
costs of cleaning and maintaining this street, and
improve storm water services.
REC04 – Story Mill Street
Reconstruction
$400,000Annual Operating & Maintenance Costs: Repair of
this failing street is expected to decrease the costs
of cleaning and maintaining it. It is expected that a
share of the project costs will be funded from the
Street Reconstruction program, and a share from
local property tax assessments (Special
Improvement District). We intend to utilize our
Special Improvement District Revolving Fund to
provide the district with loan funding.
Gas Tax – Street Mill &
Overlays
$330,000 Annual Street Maintenance Program: This
maintenance program provides the necessary
improvements that prevent the need for expensive
reconstructions of streets. Keeping the street’s
top surface in good condition prevents degradation
of the structural base of the roadway. Projects
are planned for:
1. Ferguson Avenue (Huffine – Baxter)
2. Technology Boulevard (Research – College
Ave)
3. North 21st Street (Beall – Durston)
4. South 20th Street (Koch – Babcock)
City of Bozeman 19 FY14 Approved Budget
5. South Willson (Cleveland – Koch)
In Conclusion
This past year has brought many changing faces to our team of public servants. We strive
to provide excellent services to the citizens of Bozeman and to make creative changes in
order to improve how we operate. We believe the City of Bozeman, both our community and
our organization, have many exciting opportunities in the coming year.
Respectfully,
Chris Kukulski, City Manager
Anna Rosenberry, Administrative Services Director
City of Bozeman 20 FY14 Approved Budget
COMMUNITY, DEMOGRAPHIC, AND STATISTICAL INFORMATION
___________________________________________________________
The City of Bozeman is located on the eastern slope of the Rocky Mountains and is the county seat of Gallatin
County, Montana. Gallatin County encompasses over 2,500 square miles, bordering Yellowstone National Park to
its south. The City encompasses an area over 18 square miles with its next‐closest municipality being the City of
Belgrade, approximately 7 miles from our outermost boundary. Bozeman is located 143 miles west of Billings and
200 miles east of Missoula.
Bozeman is the fifth largest city in the state and is the principal city of the
Bozeman micropolitan area, which consists of all of Gallatin County. The City
is named after John M. Bozeman, founder of the Bozeman Trail. Located in
the fastest‐growing county in the state, Bozeman was elected an All‐
American City in 2001 by the National Civic League. Bozeman residents are
known as Bozeman‐ites.
Bozeman is home to Montana State University ‐ Bozeman and the Fighting
Bobcats. The local newspaper is the Bozeman Daily Chronicle, and the City is
served by Bozeman Yellowstone International Airport at Gallatin Field.
Below are a number of US Census Bureau facts for the City of Bozeman and
the State of Montana.
People QuickFacts
Source: US Census Bureau
BozemanMontana Bozeman as %
of Montana
Data
Population: 2011 estimate 38,025 997,667 3.8%
Population: 2010 (April 1) estimates base 37,285989,417 3.8%
Population: Percent change 4/01/10 to 7/01/11 2.0%0.8% 250%
Population: 2010 census 37,280989,415 3.8%
Persons under 5 years old: % 2010 5.5%6.3% 87.3%
Persons under 18 years old: % 2010 15.7%22.6% 69.5%
Persons 65 years old and over: % 2010 8.1%14.8% 54.7%
Female persons: % 2010 47.4%49.8% 95.2%
White persons: % 2010 (a) 93.6%89.4% 104.7%
Black persons: % 2010 (a) 0.5%0.4% 125.0%
American Indian and Alaska Native persons: % 2010 1.1%6.3% 17.5%
Asian persons: % 2010 (a) 1.9%0.6% 316.7%
Native Hawaiian and Other Pacific Islander: % 2010 0.1%0.1% 100.0%
Persons reporting two or more races: % 2010 2.1%2.5% 84.0%
Persons of Hispanic or Latino origin: % 2010 (b) 2.9%2.9% 100.0%
Living in same house 1 year and over: % 2007-2011 60.9%83.7% 72.8%
Foreign born persons: % 2007-2011 4.0%2.0% 200.0%
Language other than English spoken at home: % age
5+ 2007-2011
5.8%4.6% 126.0%
High school graduates: % age 25+ 2007-2011 97.1%91.4% 106.2%
City of Bozeman 21 FY14 Approved Budget
Bachelor's degree or higher: % age 25+ 2007-2011 52.3%28.2% 185.5%
Mean travel time to work (min): workers age 16+ 2007-
2011
14.4 17.9 80.4%
Population: Bozeman’s population has been growing steadily since 2000. The rate of population
increase peaked in 2006 at an estimated 5.7% annual growth. The official 2010 Census puts Bozeman’s
population count below the Census estimates of 2007, 2008, 2009, an indication of how difficult it can
be to estimate the population changes of relatively fast‐growing communities. A total citizenry of
37,280 for 2010 indicates a total 32.8% increase since the year 2000. Source: US Census Bureau
Year Actual*/
Estimated
Population
Bozeman's Estimated Annual
% Change in Population
Accumulated %
Growth Since 2000
2000* 28,083 n/a -
2001 28,917 3.0%3.0%
2002 30,018 3.8%6.9%
2003 31,545 5.1%12.3%
2004 33,269 5.5%18.5%
2005 34,698 4.3%23.6%
2006 36,668 5.7%30.6%
2007 37,643 2.7%34.0%
2008 39,004 3.6%38.9%
2009 39,282 0.7%39.9%
2010* 37,280 -5.1%32.8%
2011 38,025 2.0%35.4%
City of Bozeman 22 FY14 Approved Budget
The US Census Bureau accumulates and reports various business data for Bozeman. Below are a
number of Business Quick Facts for both the City of Bozeman and the State of Montana as a whole. The
most recent information of this type is from 2007.
Business QuickFacts
Source: US Census Bureau
Bozeman Montana
Bozeman
as % of
Montana
Data
Merchant wholesaler sales: 2007 ($1000) 253,183 8,202,782 3.1%
Retail sales: 2007 ($1000) 1,210,15614,686,854 8.2%
Retail sales per capita: 2007 $32,148 $15,343 210.0%
Accommodation and foodservices sales:2007($1000) 140,9842,079,426 6.8%
Total number of firms: 2007 6,100 114,398 5.3%
Black-owned firms: % 2007 <1000.2% n/a
American Indian and Alaska Native owned firms: %2007 <100 2.0% n/a
Asian-owned firms: % 2007 <1000.6% n/a
Hispanic-owned firms: % 2007 <100 1.0% n/a
Native Hawaiian and Other Pacific Islander owned firms:%2007 <100<0.05% n/a
Women-owned firms: % 2007 26.4%24.6% 107.3%
Private Employers: The Montana Department of Labor and Industry reports the following largest
private employers within the City’s boundaries.
Employer Employee Size Employer Employee Size
Bozeman Deaconess
Hospital
1,000+ Employees Oracle America, Inc.250-499 Employees
Wal-Mart 250-499 Employees Albertson’s100-249 Employees
Community Food Co-
Op
100-249 Employees Costco 100-249 Employees
Croakies 100-249 EmployeesFirst Security Bank100-249 Employees
Gibson Guitar 100-249 Employees Kenyon Noble
Lumber & Hardware
100-249 Employees
Lowes 100-249 EmployeesLuzenac America100-249 Employees
Martel Construction 100-249 Employees McDonald’s 100-249 Employees
Murdoch’s Ranch &
Home Supply
100-249 EmployeesRessler Chevrolet
Cadillac & Toyota
100-249 Employees
Rosauers
Supermarket
100-249 Employees Town & Country
Foods
100-249 Employees
Town Pump 100-249 EmployeesZoot Enterprises100-249 Employees
City of Bozeman 23 FY14 Approved Budget
Public Employers: The Montana Department of Labor and Industry reports the following largest public
employers within the City’s boundaries, one of which is the City.
Employer Employee Size Employer Employee Size
Montana State
University
1,000+ Employees School District #7 1,000+ Employees
City of Bozeman 250-499 EmployeesGallatin County100-249 Employees
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 2012, the
top taxpayers within the City were as follows. These ten taxpayers comprised a total of 10.03% of our
property tax base.
Top Ten Property Taxpayers
Name Rank Total Taxable Value As a % of
City as a
whole
Northwestern Energy 13,476,581 4.24%
Qwest Corporation 2 974,616 1.19%
Bresnan Communications 3973,911 1.19%
Verizon Wireless 4 543,977 0.66%
Harry Daum 5508,230 0.62%
Stone Ridge Partners, LLC 6 440,095 0.54%
First Security Bank 7342,184 0.42%
Bridger Peaks Holdings, LLC 8 339,009 0.41%
Highgate Bozeman, LLC 9321,938 0.39%
BVI/HJSI Bozeman, LLC 10 308,067 0.38%
Total $8,228,608.00 10.03%
City of Bozeman 24 FY14 Approved Budget
CORE VALUES
___________________________________________________________
The City’s core values were adopted in 2005 by City Commission Resolution No. 3832. They were
developed through extensive discussions 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.
City of Bozeman 25 FY14 Approved Budget
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.
City of Bozeman 26 FY14 Approved Budget
ADOPTED WORK PLAN FOR 2013‐2014
___________________________________________________________
City of Bozeman 2013 – 2014 Priorities
1. Diversify the local economy and support the creation and expansion of mid to
high paying jobs.
2. Implement the 2012 parks & trails bond to expand the capacity of our parks,
trails and open spaces.
3. Implement reform of the community development system with an enhanced
focus on customer service.
4. Enhance Downtown Development Opportunities.
Collaborate with the Downtown Partnership, Montana Department of
Transportation, and Transportation Coordinating Committee to improve
transportation downtown.
Facilitate development of a downtown hotel as identified in the downtown
development plan.
5. Complete the Integrated Water Resource Plan and develop solutions to achieve
long term water sustainability.
6. Implement financial plans and asset management systems to properly maintain
and replace the City's infrastructure and facilities.
7. Complete design of the police station & municipal court and educate the public
on the necessity for, and passage of, a bond measure.
8. Assist Gallatin College and secure regional funding.
9. Continue implementation of the Climate Action Plans.
10. Determine the future of Bogert Pool and next steps for Aquatics & Recreation.
11. Consider a Demolition by Neglect ordinance.
12. Develop a permanent plan for the Story Mansion.
City of Bozeman 27 FY14 Approved Budget
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 consultants 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 is the status of
our primary planning documents:
Plans for Service Provision, Facility Expansion & Maintenance:
1. Bozeman Community Plan—Adopted 2010.
2. Bozeman Area Transportation Plan—Adopted 2009.
3. Police Services Facility & Staffing Plan—Adopted 2007.
4. Fire Services Master Plan— Adopted 2006.
5. Wastewater Facility Plan—Adopted 2006.
6. Water Facility Plan—Adopted 2006.
7. Stormwater Facility Plan—Presented February 2008.
8. Parks, Recreation, Open Space, and Trails Plan—Adopted 2007.
9. Municipal Climate Action Plan—Adopted 2008.
10. Community Climate Action Plan – Adopted 2011.
11. Economic Development Plan—Adopted 2010.
12. Downtown Improvement Plan—Adopted 2010.
Plans for Facility Maintenance:
1. Aquatics Facility Survey for Swim Center & Bogert Park Pool—July 2008.
2. City‐Owned Facility Assessments—2008, with updates ongoing.
Financial Plans:
1. Annual Budget—Adopted each June.
2. Capital Improvements Plan ‐ Updated & adopted each year; recently for FY14‐FY18.
3. Water Rate Study (5 Years) – Updated for FY14‐FY18.
4. Wastewater Rate Study (5 Years) – Updated for FY14‐FY18.
5. Impact Fee Studies (Water, Sewer, Streets, Fire) – Adopted 2012 & 2013.
6. Solid Waste Rate Study – Completed 2012. Additional Operational Study, 2013.
City of Bozeman 28 FY14 Approved Budget
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 foundation 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 accomplished. 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 administration, 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 citizens 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 government finance
issues to both elected officials and the public.
3. Budgetary emphasis will focus on providing those basic municipal services which provide the
maximum level of services, to the most citizens, in the most cost effective manner, 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 government 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 equipment 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, regardless of the economic conditions, will
assist in maintaining the government's equipment and infrastructure in good operating condition.
City of Bozeman 29 FY14 Approved Budget
5. The City will avoid budgetary practices that balance current expenditures at the expense of meeting
future years' expenses.
Budgetary practices such as postponing capital expenditures, accruing future years' revenues, 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.
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 discontinued, 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.
City of Bozeman 30 FY14 Approved Budget
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 reductions.
3. The City will pursue an aggressive policy of collecting revenues.
An aggressive policy of collecting revenues will help to ensure the City's revenue estimates are
met, all taxpayers are treated fairly and consistently, and delinquencies are kept to a minimum.
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 on local taxpayers for the support of local public services.
5. User fees and charges will be used, as opposed to general taxes, when distinct beneficiary 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 revenues.
Utilization of reserves to fund on‐going expenditures will produce a balanced budget; however, this
practice will eventually cause severe financial problems. Once reserve levels are depleted, the City would
face elimination of on‐going costs in order to balance the budget. Therefore, the funding of on‐going
expenditures will be limited to current revenues.
2. Minor capital projects or recurring capital projects, which primarily benefit current residents, 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.
City of Bozeman 31 FY14 Approved Budget
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 financing sources
(e.g. debt financing).
Major capital projects represent large expenditures of a non‐recurring nature which primarily
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 supported by those who
benefit from the project, since debt service payments will be funded through charges to future residents.
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.
6. Spending Policy: The City will spend its resources in the following order. Resources will be categorized
according to Generally Accepted Accounting Principles (GAAP) for state and local governments, with the
following general definitions:
Restricted ‐‐ Amounts constrained to specific purposes by their providers (such as grantors,
bondholders, and higher levels of government) through constitutional provisions or by enabling
legislation.
Committed ‐‐ Amounts constrained to specific purposes by the City Commission; to be reported
as committed, amounts cannot be used for any other purpose unless the City Commission takes
action to remove or change the constraint.
Assigned ‐‐ Amounts the City intends to use for a specific purpose; intent can be expressed by
the Commission or by an official or body to which the Commission delegates the authority. The
City Commission delegates this authority to the City Manager.
Unassigned ‐‐ Amounts that are available for any purpose; these amounts are reported only in
the General Fund.
When both restricted and unrestricted resources are available, spending will occur in the following order,
for the identified fund types:
Fund Type Order of Spending
General Fund 1. Restricted
2. Committed
City of Bozeman 32 FY14 Approved Budget
3. Assigned
4. Unassigned
The City Commission and the City Manager, individually, have the authority to
express assignments in the General Fund.
Special Revenue
Funds
1. Restricted
2. Committed
3. Assigned
The City Commission and the City Manager, individually, have the authority to
express assignments in Special Revenue Funds.
Debt Service Funds 1. Assigned
2. Committed
3. Restricted
The City Commission and the City Manager, individually, have the authority to
express assignments in Debt Service Funds.
Capital Projects
Funds
1. Restricted
2. Committed
3. Assigned
The City Commission and the City Manager, individually, have the authority to
express assignments in Capital Project Funds.
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, conscientious 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 exceed 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 residents
supporting services provided to current residents.
City of Bozeman 33 FY14 Approved Budget
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 incurrence of
debt, for which the public is responsible, is based upon a genuine need and is consistent with underwriters’
guidelines.
Reserves and Fund Balances
1. Reserves and Fund Balances will be properly designated into the following categories:
Nonspendable fund balance ‐‐ Amounts that are not in a spendable form (such as inventory) or
are required to be maintained intact (such as the corpus of an endowment fund).
Restricted fund balance ‐‐ Amounts constrained to specific purposes by their providers (such as
grantors, bondholders, and higher levels of government) through constitutional provisions or by
enabling legislation.
Committed fund balance ‐‐ Amounts constrained to specific purposes by the City Commission; to
be reported as committed, amounts cannot be used for any other purpose unless the City
Commission takes action to remove or change the constraint.
Assigned fund balance ‐‐ Amounts the City intends to use for a specific purpose; intent can be
expressed by the Commission or by an official or body to which the Commission delegates the
authority.
Unassigned fund balance ‐‐ Amounts that are available for any purpose; these amounts are
reported only in the General Fund.
2. A minimum level of General Fund reserve equal to 16.67% of annual revenues will be maintained by
the City. This reserve is committed to be used for: cash flow purposes, accrued employee payroll
benefits which are not shown as a liability, unanticipated 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 obligations 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
maintain 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. We plan for equipment replacement within our Capital Improvement
Program. However, unforeseen equipment problems will arise. The reserve will provide resources for the
immediate, unanticipated replacement of critical equipment.
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
City of Bozeman 34 FY14 Approved Budget
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 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 expenditures recorded when
services or goods are received and liabilities incurred. Accounting 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 accordance with
GAAP as set forth by the GASB.
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
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 financial 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 encourages 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 GAAP. Audits also provide
management and the Commission with suggestions 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 financial 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
City of Bozeman 35 FY14 Approved Budget
the modified accrual basis of accounting, revenues are recorded when susceptible 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 period. Expenditures are recorded when the related
liability is incurred. Employee compensated 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 recorded
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 presented 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 enterprise funds are accounted for as expenses for budget purposes, but are reported as
reduction 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 administer for cash
flow purposes, and is easier for the lay person to understand.
City of Bozeman 36 FY14 Approved Budget
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: Activities,
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.
Activities
General Government
Public Safety
Public Service
Public Welfare
Other
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 programs 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 current
fiscal year.
City of Bozeman 37 FY14 Approved Budget
Departments Divisions and Budget Units
City Commission City Commission, Special Bodies (Ethics Board)
City Manager Administration, City Clerk
Municipal Court Operations
City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim‐
Witness
Administrative Services Administration, Accounting, Treasury, Information Technology, Human
Resources
Community Development Operations, Subdivision Review, Long‐Range Planning, Annexation,
Code Enforcement, Historical Preservation, Zoning Operations,
Neighborhood Coordinator
Facilities Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building, Senior
Center, Library, Fire Station #2, Fire Station #3, Vehicle Maintenance
Shop
Police Operations, Crime Control & Investigations, Drug Forfeiture, Parking,
Animal Control
Fire Administration, Operations, Operational Readiness, Fire Prevention,
Special Fire Services, 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, Snow & Ice Removal, Lighting,
Traffic Signs & Markers
Water Plant Operations, Construction
Water Operations Operations, Utility Locates, Water Services, Construction, Reservoirs,
Meters, Hydrants, Valves, Repairs
Wastewater Operations Operations, Utility Locates, Services, Construction, Manholes,
Televising, Flushing, Repairs
Water Reclamation Facility Operations, Laboratory, Sludge Injection, Pretreatment, Construction
Solid Waste Collections, Recycling, Landfill
Library Operations, Technical Services, Information, Children’s Services,
Circulation, Construction
Parks & Recreation Cemetery, Parks, Forestry, Recreation
Storm Water Admin and Mapping, Operations, Capital Improvements
Community Services Economic Development, Sustainability
Non Departmental Insurance, Contingencies, Transfers,Beautification of Bozeman, Band,
Senior Transportation
GO, SID & TIF Bonds, SID Revolving Principal & Interest
City of Bozeman 38 FY14 Approved Budget
USEFUL TERMS
To better assist readers in understanding the budget document, a basic knowledge of the following 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 attaining 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 revenue 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 include salaries, supplies,
contracted service, travel, etc.
The City’s financial operations and fund structure conform to Generally Accepted Accounting Principles
(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 services as the
Legislative Branch, Judicial Branch, General Administration, Police, Fire, Finance, Engineering, Recreation,
and 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 include: licenses and permits,
intergovernmental revenue, charges for services, fines and forfeitures, interest on investments, operating
transfers, and miscellaneous revenues.
Special Revenue Funds: Special Revenue Funds are used to account for the proceeds of specific revenue
sources (other than special assessments, expendable trusts, or for major capital projects) that are legally
restricted to expenditure for specific purposes. Special Revenue Funds support 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
City of Bozeman 39 FY14 Approved Budget
taxes include employee health and comprehensive insurance funds. Examples of Special Revenue Funds
supported by grants or other restricted revenue sources include Community Development Block Grant,
Housing and Urban Development, 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 proprietary 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. Internal 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, penalties, 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.
City of Bozeman 40 FY14 Approved Budget
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 tax 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 accounts 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 recognized when liabilities are incurred.
Proprietary funds (Enterprise and Internal Service Funds) are budgeted on a modified accrual basis which
does not include depreciation or compensated absences. Each fund’s financial statements, which can be
found in the City’s Comprehensive Annual Financial Report (CAFR), are reported 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 period in which they occur.
BUDGET DEVELOPMENT PROCESS
In the past, the City Manager’s Recommended Budget served 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.
In 2013, we developed a revised budget calendar that will NOT have us adopting a preliminary budget in
June and a final budget in August. Instead, we will adopt a final budget in June and only amend the budget
in August if our taxable value estimates were significantly different from our Certified Values received from
the State. The Approved Budget document will be issued after Taxable Values are received in August, and
the final tax levy is set.
City of Bozeman 41 FY14 Approved Budget
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, Administrative Services Director, and
department staff explain the budget recommendations and underlying justification for the requests. The
Commission also reviews departmental requests which could not be funded, as an indication of unmet
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 customarily contains five sections of information for each division.
Some divisions also include highlights or accomplishments for the prior year and/or the coming year.
The first section provides a description of the division.
The second section describes its major objectives to be accomplished.
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.
City of Bozeman 42 FY14 Approved Budget
The third section identifies the division’s performance measures for the coming budget year
and the past three years.
The fourth section lists the workload indicators for the division.
The fifth section provides detailed financial information.
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 five basic classifications: salaries, wages, & benefits; operating expenses;
capital; debt service; and transfers. 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
understanding the planned outcomes for each division, the purpose of each budget unit, and major
changes or expenditures for the coming year.
MONITORING AND REPORTING PROCESS
As the budget year proceeds, individual departments and the Finance Department have dual responsibility
for monitoring the status of each budget unit. Department staff has primary responsibility 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 appropriated for the budget unit.
The Finance Department reviews the budget reports on a monthly basis and discusses any variances 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. Recommendations are
also made by the Administrative Services Director for any corrective actions believed necessary.
BUDGET AMENDMENT PROCESS
State statute provides a number of different ways to amend the budget. The first involves a reallocation of
existing appropriations among the line items within a specific fund. The second defines 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.
City of Bozeman 43 FY14 Approved Budget
The Administrative Services Director is responsible for ensuring compliance with spending limitations
imposed by the budget. Accordingly, the Administrative Services Director submits a Budget Status Report
to the City Commission after three, six, nine, and twelve month periods which evaluates 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 customarily follows for creation and adoption
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
departments.
3. January/February: Department administrators assess the needs of their departments and
communicate their needs through their budget requests.
4. February: The department requests are compiled by the Administrative Services Director and
compared to available funds to support the requested services.
5. March/April: The City Manager and Administrative Services Director attend budget meetings
with the staff responsible for each budget unit to discuss their requests and make necessary
adjustments to ensure 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 City
Manager, Administrative Services Director, and various department staff explain the budget
recommendations and underlying justification for the requests.
MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may
authorize 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 increase in
appropriation authority.
City of Bozeman 44 FY14 Approved Budget
During or following the work sessions, the Commissioners may make adjustments to the
proposed budget.
8. June:
The public hearing on the budget is advertised in the local newspaper.
A public hearing on the budget (appropriation resolution) is held and adjustments to the
budget, if any, are made.
The Commission adopts a final budget prior to June 30th.
10. August: Final taxable values are received from the State Department of Revenue. Taxing
authority is calculated and tax levy resolution is prepared.
The public hearing on the tax levy resolution is advertised in the local newspaper.
A public hearing on the tax levy is held.
Commission adopts tax levy resolution.
If taxable values are substantially different from estimate amounts, the appropriation
resolution may be amended, through a public hearing.
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.
City of Bozeman 45 FY14 Approved Budget
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FY14 Approved Budget
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FY14 Approved Budget
CHANGES IN FUND BALANCE/WORKING CAPITAL
Projected BeginningEstimatedAppropriationsBudgeted Ending
Fund Balance/RevenuesFund Balance/
Working Capital Working Capital
General Fund
010General Fund 6,501,416$ 24,449,239$ 26,856,548$ 4,094,107$
Special Revenue Funds
100Planning Fund368,535 632,998 782,979 218,554
103Health‐Medical Insurance 420,806 1,982,204 2,178,484 224,526
108Community Transportation 65,463 30,150 30,515 65,098
109Highway Safety Improvement Projects 22,550 ‐ ‐ 22,550
110Gas Tax Apportionment 593,512 654,400 659,500 588,412
111Street Maintenance District 676,383 3,157,999 3,828,589 5,793
112Tree Maintenance 206,443 432,745 545,609 93,579
113Fire Impact Fee 25,436 190,000 ‐ 215,436
114Street Impact Fee 3,928,694 981,000 350,000 4,559,694
115Building Inspection Special Revenue 984,393 1,160,700 1,228,610 916,483
116Dowtown Improvement District 639,839 1,467,353 1,996,988 110,204
118HUD Projects ‐ ‐ ‐ ‐
119Economic Development Loan Fund 706,197 ‐ ‐ 706,197
120Community Housing 339,799 50,445 47,000 343,244
121Housing Revolving Loan Fund 14,813 5,700 14,400 6,113
125Drug Forfeiture 215,867 196,000 186,402 225,465
128 Fish Wildlife And Park Management Areas 20,929 ‐ ‐ 20,929
129Special Projects ‐ Recovery Act, ARRA ‐ ‐ ‐ ‐
130Americans With Disability Act 34,585 ‐ ‐ 34,585
131Beautification Of Bozeman 986 ‐ ‐ 986
132Bogert Park Special Revenue 10,463 ‐ ‐ 10,463
133Recreation Department Special Revenue 11,023 700 1,000 10,723
135Cemetery Department Special Revenue 2,329 ‐ ‐ 2,329
136Park Department Special Revenue 383 700 12,000 (10,917)
137 Library Department Special Revenue 30,717 25,200 7,900 48,017
138Law & Justice Center 427,124 ‐ ‐ 427,124
139Police Department Special Revenue 343,514 4,000 91,164 256,350
140Police Domestic Violence 46,840 200,000 201,225 45,615
142Sustainability Grant ‐ ‐ ‐ ‐
143TIF N 7th Corridor 498,291 652,500 866,849 283,942
144TIF NE Urban Renewal 155,999 80,600 97,400 139,199
145TIF Mandeville Industrial (186,009) 46,000 ‐ (140,009)
146Lighting Dist.'s (146‐170, 181, 182, 200‐224)‐ 347,000 347,000 ‐
174Victim Witness Advocate 325,703 68,500 125,000 269,203
175Senior Transportation 1,521 84,891 83,769 2,643
176Business Improvement District 5,663 120,000 114,000 11,663
177Neighborhood Associations 990 ‐ ‐ 990
179Diaster Relief Fund (Hail Damage)1,056,970 10,000 ‐ 1,066,970
183Fire Department Special Revenue 104,820 ‐ ‐ 104,820
184Parks Master Plan Develop 124,350 75,000 75,000 124,350
185Insurance Proceeds ‐ ‐ ‐ ‐
186Development Impacts 324,521 3,000 ‐ 327,521
187Fire Department Equipment 839,240 340,564 437,864 741,940
188City/County Drug Forfeiture 159,242 2,000 ‐ 161,242
189Story Mansion Special Revenue 1,136 15,547 15,547 1,136
191Tourism BID 3,789 410,000 410,000 3,789
850Park Land ‐ Cash in Lieu 206,388 ‐ ‐ 206,388
Total Special Revenue Funds 13,760,237$ 13,427,896$ 14,734,794$ 12,453,339$
CHANGES IN FUND BALANCE/WORKING CAPITAL
Fiscal Year 2014
City of Bozeman 48 FY14 Approved Budget
CHANGES IN FUND BALANCE/WORKING CAPITAL
Projected BeginningEstimatedAppropriationsBudgeted Ending
Fund Balance/RevenuesFund Balance/
Working Capital Working Capital
Fiscal Year 2014
Debt Service Funds
300Special Improvement District Revolv. Fund2,613,735 31,240 200,000 2,444,975
301Library Bonds ‐ 262,313 274,849 (12,536)
302Bond P & I 1995 Transportation ProKects ‐ 443,979 422,088 21,891
304Park & Trails Bond ‐ 350,000 350,000
305TIF 2007 Downtown Bonds 4,490 428,388 428,388 4,490
310SID Funds 40,890 1,619,500 1,619,500 40,890
Total Debt Service Funds 2,659,115$ 3,135,420$ 3,294,825$ 2,499,710$
Construction Funds
Capital Projects 302,684 5,000,000 5,041,380 261,304
Enterprise Funds
600Water 5,294,549 6,962,012 6,056,700 6,199,861
610Water Impact Fee ‐ Net Assets 2,774,710 933,500 2,750,000 958,210
620Waste Water 2,365,020 7,094,793 7,562,950 1,896,863
630Waste Water Impact Fee ‐ Net Assets 255,800 820,000 820,000 255,800
640Solid Waste 1,377,378 2,550,979 3,003,166 925,191
650Parking Enterprise 61,884 558,500 478,111 142,273
670Storm Water (22,140) 236,250 125,586 88,524
Total Enterprise Funds 12,107,201$ 19,156,034$ 20,796,513$ 10,466,722$
Internal Service Funds ‐
710Vehicle Maintenance Shop 517,633 790,000 795,998 511,635
720Health‐Medical Self‐Insurance Fund 253,053 3,710,000 3,710,000 253,053
Total Internal Service Funds 770,686$ 4,500,000$ 4,505,998$ 764,688$
Permanent Funds
800Cemetery Perpetual Care 719,358 88,000 ‐ 807,358
Total Permanent Funds 719,358 88,000 ‐ 807,358
Total All Funds 36,820,697$ 69,756,589$ 75,230,058$ 31,347,228$
City of Bozeman 49 FY14 Approved Budget
MILL LEVIES AND MILL VALUES
FISCAL YEAR FY09 FY10 FY11 FY12 FY13FY14 EST
MILL VALUE (net of TIFD's)74,178$ 78,290$ 80,399$ 82,062$ 83,226$ 84,891$
*Corrected 9/2011Issued 9/2011
PERCENTAGE CHANGE 7.5%5.5%2.7%2.1%1.4%2.0%
GENERAL FUND:
All-Purpose 111.91111.96110.16 127.16 127.66 135.59
SPECIAL REVENUE:
City Planning 2.00 2.00 2.00 2.00 2.00 2.00
Police Retirement*4.14 4.34 4.45 0.00 0.00 0.00
Firefighters' Retirement*2.72 2.85 2.97 0.00 0.00 0.00
Public Employees' Retirement*4.52 4.75 4.86 0.00 0.00 0.00
Comprehensive Insurance*4.53 4.61 4.73 0.00 0.00 0.00
Health/Med Insurance 24.31 23.67 24.29 22.53 23.22 23.35
Fire Capital & Equipment 4.00 4.00 4.00 4.00 4.00 4.00
Fire Truck/Equipment 0.00 0.00 0.00 0.00 0.00 0.00
Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00
Workforce Housing 1.46 1.00 0.50 0.50 0.50 0.50
TOTAL SPECIAL REVENUE 48.68 48.22 48.80 30.03 30.72 30.85
DEBT SERVICE:
ESTIMATED Park & Trail G.O.Bonds 4.12
Library G.O. Bonds 4.27 4.03 3.94 3.84 3.30 3.09
Transportation G.O. Bonds 6.30 5.98 5.85 5.72 5.07 5.23
TOTAL DEBT SERVICE 10.57 10.01 9.79 9.56 8.37 12.45
TOTAL ALL LEVIES 171.16170.19168.75 166.75 166.75 178.89
Percentage Change in Mills -5.7%11.0%-0.6%-1.2%0.0%7.3%
Property Taxes Levied $10,635,491$12,696,306$13,324,175$13,683,839$13,878,293$15,185,652
Percentage Change in Dollars 2.9%19.4%4.9%2.7%1.4%9.4%
* These funds are being combined into the All Purpose Levy. They are all subject to MCA 15-10-420.
Tax Authority Authorized but Not Levied
General Fund Reduction 462,720$ 694,976$ 1,263,330$ 1,271,667$
Street & Tree Maintenance Offset 116,270$ -$ -$ -$
Police & Fire Reductions 583,000$ 849,000$ 914,000$ 578,525$ -$
SAFER Grant 350,120 303,570$ 189,720$ 113,985$ -$ -$
911 Mills (Resolution No. 3954)667,602 704,610$ 723,303$ 738,558$ 749,034$ 764,015$
FY11 Certification Error:59,753
Total Authorized But Not Levied1,017,722$ 1,591,180$ 2,400,766$ 2,461,995$ 2,590,889$ 2,035,682$
Number of Mills 9.00 13.72 20.32 29.58 31.13 23.98
MILL LEVIES & MILL VALUES
City of Bozeman 50 FY14 Approved Budget
APPROPRIATIONS BY TYPE
Expenditures, often called “Appropriations,” are classified under one of six major categories: Personnel
& Benefits, Operating Expense, Capital, Debt Service, Transfers, and Other Financing Uses. The graph
below shows the relative percentage of FY14 budget expenditures for the six major categories in all
funds, combined.
In governmental agencies, salaries, wages (personnel) and benefits normally represent the largest of
these categories. However, due to the significant investment in infrastructure, cities have a much higher
percentage of the budget devoted to operating and capital costs than most other governmental
agencies. Transportation projects are often included under contracted services, which is an operating
cost.
APPROPRIATIONS BY TYPE: GENERAL FUND ONLY— Using those same classifications of expenditure
type, the relative percentages of budgeted expenditures for the General Fund are shown below. As you
can see, the General Fund is comprised of a much higher percentage of Personnel & Benefit costs
compared to all funds, as a whole. The General Fund supports very little capital improvements,
compared to all funds, as a whole.
Personnel &
Benefits
34%
Operations
33%
Capital
17%
Debt Service
5%
Transfers
10%
Other Financing
Uses
1%
Appropriations by Type ‐All Funds ‐FY14
Personnel & Benefits
61%
Operations
31%
Capital
7%
Debt Service
0%
Transfers
1%
Appropriations by Type ‐General Fund ‐FY14
City of Bozeman 51 FY14 Approved Budget
APPROPRIATIONS BY FUND
___________________________________________________________________
As shown, Enterprise Funds and the General Fund account for 64% 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, Parking Funds, and our new Storm‐
water Utility Fund. These funds operate on a self‐supporting basis.
Special Revenue Funds, totaling 19% of appropriations, include a variety of fee supported funds
including funds supporting impact fees, building inspections, street maintenance and tree maintenance.
Community Development Block Grant monies, the City’s Gas Tax allocation, and Senior Transportation
are also included.
Debt Service, Internal Service, and Permanent Funds make up the remainder of the City’s
appropriations.
General Fund
36%
Special Revenue
19%
Debt Service
4%
Capital Projects
7%
Enterprise
28%
Internal Service
6%
Permanent
0%
Appropriations by Fund ‐FY14
City of Bozeman 52 FY14 Approved Budget
REVENUES BY SOURCE
___________________________________________________________________
As shown, Charges for Services and Property Taxes account for 69% of the total revenues of the City.
The majority of Charges for Services are derived from the City’s utilities (Enterprise funds) consisting of
Water, Wastewater, Solid Waste, Stormwater and Parking Services. Property Taxes (26%) are primarily
to the benefit of the General Fund and public debt for Libraries, Transportation, and Parks & Trails.
REVENUES BY SOURCE, GENERAL FUND ONLY— Using those same classifications of revenue sources,
the relative percentages of estimated revenues for the General Fund are shown below.
As you can see, the General Fund is much more reliant on Property Taxes and Intergovernmental
revenue than all funds, as a whole. These two sources combine to total 76% of General Fund revenues.
Property Taxes
26%
Special Assessments
4%
Licenses & Permits
2%
Inter‐governmental
10%
Charges for Services
43%
Fines and Forfeitures
2%
Interest Income
1%
Other Revenues
0%
Other Financing
Sources
12%
Revenues by Source ‐All Funds ‐FY14
Property Taxes
51%
Licenses & Permits
1%
Inter‐governmental
25%
Charges for Services
9%
Fines and Forfeitures
5%
Interest Income
0%
Other Revenues
0%
Other Financing
Sources
9%
Revenues by Source ‐General Fund ‐FY14
City of Bozeman 53 FY14 Approved Budget
LEGAL DEBT LIMIT & BOND RATINGS
___________________________________________________________________
General Obligation (G.O.) Debt Limit: The City’s legal debt limit for general obligation (G.O.)
indebtedness is established by state statute. Total general obligations may not exceed 2.5% of the City’s
total market value, as established each August by the Department of Revenue. Our most recent
valuation showed Total Market Value of $2.995 Billion. We are estimating a modest increase of 2.0% for
the coming year. This will result in a total unused borrowing capacity of over $69 Million at the end of
FY14.
Anticipated borrowing this Fiscal Year: For FY14 we anticipate borrowing $5 Million for the voter‐
approved Parks & Trails Bonds.
General Obligation Bond Rating: The City’s most recent general obligation bond rating was done in
connection with the refunding of our Library and Transportation G.O. Bonds in June 2012. Moody’s
rated that issue an “Aa3”, stating: “The rating reflects the City's moderately‐sized, stable tax base that is
more than double the size of the national Aa3 rated city median nationally, sound financial operations
with near term exposure to litigation losses, below‐average wealth measures, and a limited debt
burden.”
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 a total of $19.5 Million in revenue bonds for the construction of a new Water Treatment
Plant this fiscal year. Bond commitments were obtained in FY12, and actual borrowing will occurred in
FY13.
Special District Debt: There is no statutory limit on 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 initially rated BBB by Standard & Poor’s. The rating was
upgraded by Standard & Poor’s to BBB+ in the spring of 2010. The most recent Special Improvement
District debt was for a portion of the costs to reconstruct South 8th Avenue, totaling $185,000 and
loaned from cash surpluses in the SID Revolving Fund. We anticipate additional SID debt for the Story
Street Reconstruction in FY14 – financed from the SID Revolving Fund surpluses.
Legal Debt Limit—G.O. June 30, 2013Estimated June 30, 2014
Statutory G.O. Debt Limit—2.5%
of Valuation
$76,447,375 $77,976,322
Less: Outstanding G.O.
Bonds
($2,485,000)($7,085,000)
Less: Loans Payable ($1,281,000)($891,000)
Plus: Fund Balances Reserved
for Debt Payment
--
Equals: Legal Debt Margin $72,681,375 $69,700,322
City of Bozeman 54 FY14 Approved Budget
RE
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t
s
75,000 75,000
18
6
-
D
e
v
e
l
o
p
m
e
n
t
I
m
p
a
c
t
s
3,
0
0
0
3,000
Ci
t
y
o
f
B
o
z
e
m
a
n
55
FY14 Approved Budget
RE
V
E
N
U
E
DE
T
A
I
L
S
‐
FY
1
4
Ci
t
y
o
f
B
o
z
e
m
a
n
R
e
v
e
n
u
e
s
:
A
l
l
Fu
n
d
s
Pr
o
p
e
r
t
y
T
a
x
e
s
S
p
e
c
i
a
l
As
s
e
s
s
m
e
n
t
s
Li
c
e
n
s
e
s
&
Pe
r
m
i
t
s
In
t
e
r
-
go
v
e
r
n
m
e
n
t
a
l
Ch
a
r
g
e
s
f
o
r
Se
r
v
i
c
e
s
Fi
n
e
s
a
n
d
Fo
r
f
e
i
t
u
r
e
s
In
t
e
r
e
s
t
In
c
o
m
e
Ot
h
e
r
Re
v
e
n
u
e
s
Other Financing SourcesTOTAL
18
7
-
F
i
r
e
D
e
p
t
E
q
u
i
p
m
e
n
t
33
9
,
5
6
4
1,
0
0
0
340,564
18
8
-
C
i
t
y
/
C
o
u
n
t
y
J
o
i
n
t
D
r
u
g
F
o
r
f
e
i
t
u
r
e
50
0
1
,
5
0
0
-
2,000
18
9
-
S
t
o
r
y
M
a
n
s
i
o
n
S
p
e
c
i
a
l
R
e
v
e
n
u
e
15
,
5
4
7
15,547
19
1
-
B
o
z
e
m
a
n
T
o
u
r
i
s
m
B
I
D
41
0
,
0
0
0
-
410,000
30
0
-
S
I
D
R
e
v
o
l
v
i
n
g
F
u
n
d
11
,
2
4
0
20
,
0
0
0
-
31,240
30
1
-
B
o
n
d
S
&
I
L
i
b
r
a
r
y
26
2
,
3
1
3
262,313
30
2
-
B
o
n
d
S
&
I
1
9
9
5
T
r
a
n
s
P
r
o
j
44
3
,
9
7
9
443,979
30
4
-
B
o
n
d
S
&
I
P
a
r
k
s
&
O
p
e
n
S
p
a
c
e
B
o
n
d
35
0
,
0
0
0
350,000
30
5
-
2
0
0
7
D
o
w
n
t
o
w
n
T
I
F
B
o
n
d
s
428,388 428,388
31
0
-
4
4
1
-
S
I
D
F
u
n
d
s
1,6
1
9
,
5
0
0
1,619,500
50
4
-
5
6
3
-
C
o
n
s
t
r
u
c
t
i
o
n
F
u
n
d
s
5,000,000 5,000,000
60
0
-
W
a
t
e
r
F
u
n
d
6,
7
7
1
,
5
3
2
9
4
,
0
0
0
9
6
,
4
8
0
-
6,962,012
61
0
-
W
a
t
e
r
I
m
p
a
c
t
F
e
e
85
8
,
5
0
0
7
5
,
0
0
0
933,500
62
0
-
W
a
s
t
e
W
a
t
e
r
F
u
n
d
-
6
,
9
6
8
,
8
8
4
9
5
,
0
0
0
3
0
,
9
0
9
-
7,094,793
63
0
-
W
a
s
t
e
W
a
t
e
r
I
m
p
a
c
t
F
e
e
82
0
,
0
0
0
820,000
64
0
-
S
o
l
i
d
W
a
s
t
e
F
u
n
d
2,
5
0
9
,
9
7
9
2
4
,
0
0
0
1
7
,
0
0
0
-
2,550,979
65
0
-
P
a
r
k
i
n
g
F
u
n
d
18
3
,
5
0
0
3,
0
0
0
36
0
,
0
0
0
12,000
558,500
66
0
-
S
t
o
r
m
W
a
t
e
r
F
u
n
d
23
6
,
2
5
0
236,250
71
0
-
V
e
h
i
c
l
e
M
a
i
n
t
e
n
a
n
c
e
79
0
,
0
0
0
- 790,000
72
0
-
H
e
a
l
t
h
-
M
e
d
i
c
a
l
I
n
s
u
r
a
n
c
e
3,
7
1
0
,
0
0
0
-
3,710,000
80
0
-
C
e
m
e
t
e
r
y
P
e
r
p
e
t
u
a
l
C
a
r
e
80
,
0
0
0
8,
0
0
0
- 88,000
18
,
2
6
7
,
9
1
4
$
2,5
0
7
,
7
4
0
$
1,
6
3
7
,
5
7
0
$
7,
2
0
6
,
8
9
9
$
29
,
6
6
9
,
8
6
5
$
1,
6
7
5
,
0
0
0
$
48
5
,
4
5
0
$
256,839
$
8,049,312$ 69,756,589$
%
o
f
T
o
t
a
l
26
%
4
%
2
%
1
0
%
4
3
%
2
%
1
%
0
%
1
2
%
1
0
0
%
Ci
t
y
o
f
B
o
z
e
m
a
n
56
FY14 Approved Budget
REVENUE TRENDS & ANALYSIS
___________________________________________________________________
Revenues are estimated for every fund of the City each year. This summary of revenue estimates is
supported by detailed revenue estimates for each fund, as described later in the tables titled “Revenue
& Expenditure Details”.
This section of the budget highlights major governmental and enterprise funds of the City: the General
Fund, Street Maintenance Fund, along with Water, Wastewater, and Solid Waste enterprises and
associated impact fees. Trends of these funds and individual revenues are shown together with
estimates for the coming year. Together, these seven funds comprise over $46 Million (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
Administration, Police and Fire services, Court, Parks, Recreation, and Library. Revenue is estimated to
be $24.5 Million for the budget year.
The changes in General Fund revenue, depicted in the graph above, reflect the following trends:
The approved mill levy for police and firefighter staff and equipment. That levy allows
permanent increases in property tax levies, beginning in FY09.
Beginning in the late 1990’s, the rapid growth in new construction and annexations
increased property taxes collected. However, the significant decline in local
construction that began in 2008 reduced tax dollars from new construction. Fiscal Year
2010 saw 5.5% increase in taxable value. For FY11 there was a 2.7% increase in taxable
values. In FY12 there is a 2.1% increase in taxable values. For FY13, there was a 1.4%
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund Revenue
City of Bozeman 57 FY14 Approved Budget
increase; the smallest increase in the past 6 years. We estimate a 2.0% increase for
FY14.
No State Entitlement Share growth for FY12 or FY13 – previously, this had been a steady
source of revenue growth. For FY14, the share will grow by 3.5%.
STREET MAINTENANCE FUND
The Street Maintenance District Special Revenue Fund’s revenue history is shown below. Revenues, in
the form of special assessments on real property, pay for the City’s street maintenance and
reconstruction program. We are estimating a total of $3.1 Million in total revenues this fiscal year.
Beginning with FY12, we expanded the program to include major street reconstruction projects;
the first being the reconstruction of South 8th Avenue. This project required the borrowing of
approximately $1.2 Million from the State of Montana, which results in a substantial increase in
budgeted revenues from Other Sources in FY12.
For FY13 & FY14, we are estimating no revenues from Other Sources, but an increase in
assessments to continue to build resources for reconstruction and curb replacements.
WATER FUND
Shown on the graph below are total water fund revenues, estimated at $6.9 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.
In updating our rate study for slower customer growth in recent years, decreased impact fee collections
and new estimates of Water Plant costs, we estimated needing a 4.5% water rate increase for each of
the next three years (FY11, FY12, and FY13) in order to fund plant construction and other scheduled
operations and maintenance costs.
$0
$2,000,000
$4,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Street Maintenance Fund Revenue
City of Bozeman 58 FY14 Approved Budget
The Commission adopted a two‐year rate resolution of 4.5% increase in FY12 and 4.5% increase
in FY13.
FY13 revenues include loan proceeds of $19.5 Million to fund the reconstruction of our Water
Treatment Plant, which got underway towards the end of FY11.
FY14 revenues will come from Utility rates, without the high levels of proceeds of long‐term
debt previously budgeted. The Commission voted to hold water rates steady for FY14 (no rate
increase).
WATER IMPACT FEE FUND
The Water Impact Fee Fund’s source of revenue is water system development impact fees. The fees are
charged to development projects as they place demand for new capacity on the water treatment and
distribution systems. As the recession has impacted construction and development, you can see the
decrease in the collection of these fees. In FY13, we estimated that we would collect $850,000 in
revenue. Based on the newly adopted Impact Fees (April 2013), we are estimating only a small increase
over the yearly total budgeted in FY13.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
1st 8 years Actual ‐Last 2 projected
Water Fund Revenues
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
1st 8 years Actual ‐Last 2 projected
Water Impact Fee Fund Revenues
City of Bozeman 59 FY14 Approved Budget
WASTEWATER FUND
Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years, and are
estimated at $7 Million for the budget year.
In FY10‐12 we borrowed significantly to construct our new Water Reclamation Facility. This
debt is being repaid by system users over the next 20 years.
The Commission adopted a two‐year rate resolution of 6% increase in FY12 and 6% increase in
FY13.
For FY14 there is a 3% increase in rates.
WASTEWATER IMPACT FEE FUND
The Wastewater Impact Fee Fund’s source of revenue is wastewater system development impact fees.
The fees are charged to development projects as they place demand for new capacity on the
wastewater treatment and collection systems. As the recession has impacted construction and
development, you can see the decrease in the collection of these fees. Based on the newly adopted
Impact Fees (April 2013), we are estimating a similar amount collected as the total budgeted in FY13.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Fund Revenues
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Impact Fee Fund Revenues
City of Bozeman 60 FY14 Approved Budget
SOLID WASTE FUND
Revenues in the Solid Waste Fund were significantly affected by the closing of the City Landfill in 2007.
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. The Landfill officially closed in June 2008.
The Solid Waste Collection Division continues to operate residential and commercial collection,
and in FY09 we began to provide curb‐side recycling collection services.
For FY11 garbage rates increased 5%, to cover fuel costs, employee salary and benefit increases,
and the assumption of costs that were once shared with the Disposal division.
During the recession, the slowdown in local construction activity decreased demand for “roll‐
off” containers and the associated hauling and tipping services.
Solid waste fund revenues, including curbside recycling fees for the year, are estimated at $2.6
Million.
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
1st 8 Years Actual ‐Last 2 Years Projected
Solid Waste Fund Revenues
City of Bozeman 61 FY14 Approved Budget
EX
P
E
N
D
I
T
U
R
E
DE
T
A
I
L
S
‐
FY
1
4
Ci
t
y
o
f
B
o
z
e
m
a
n
E
x
p
e
n
d
i
t
u
r
e
s
:
A
l
l
Fu
n
d
s
Pe
r
s
o
n
n
e
l
&
Be
n
e
f
i
t
s
Op
e
r
a
t
i
o
n
s
C
a
p
i
t
a
l
D
e
b
t
S
e
r
v
i
c
e
T
r
a
n
s
f
e
r
s
O
t
h
e
r
F
i
n
a
n
c
i
n
g
Us
e
s
TOTAL
01
0
-
G
e
n
e
r
a
l
F
u
n
d
16
,
4
1
6
,
2
6
7
$
8
,
2
6
9
,
1
8
2
$
1
,
8
9
6
,
9
1
3
$
-
$
2
7
4
,
1
8
6
$
26,856,548$
10
0
-
P
l
a
n
n
i
n
g
F
u
n
d
57
7
,
7
9
1
19
2
,
6
8
8
12
,
5
0
0
-
782,979
10
3
-
H
e
a
l
t
h
-
M
e
d
i
c
a
l
I
n
s
u
r
a
n
c
e
2,
1
7
8
,
4
8
4
2,178,484
10
8
-
C
o
m
m
u
n
i
t
y
T
r
a
n
s
p
o
r
t
a
t
i
o
n
30
,
5
1
5
30,515
10
9
-
H
i
g
h
w
a
y
S
a
f
e
t
y
I
m
p
r
o
v
e
m
e
n
t
P
r
o
j
e
c
t
s
-
-
11
0
-
G
a
s
T
a
x
22
9
,
5
0
0
43
0
,
0
0
0
659,500
11
1
-
S
t
r
e
e
t
M
a
i
n
t
e
n
a
n
c
e
1,
3
1
1
,
5
3
8
1,
0
5
6
,
6
6
8
1,
2
0
5
,
3
8
3
25
5
,
0
0
0
3,828,589
11
2
-
T
r
e
e
M
a
i
n
t
e
n
a
n
c
e
34
2
,
2
9
2
14
1
,
3
1
7
62
,
0
0
0
545,609
11
3
-
F
i
r
e
I
m
p
a
c
t
F
e
e
-
-
-
11
4
-
S
t
r
e
e
t
I
m
p
a
c
t
F
e
e
35
0
,
0
0
0
350,000
11
5
-
B
u
i
l
d
i
n
g
I
n
s
p
e
c
t
i
o
n
F
u
n
d
94
6
,
6
2
6
18
1
,
9
8
4
10
0
,
0
0
0
1,228,610
11
6
-
T
I
F
D
D
o
w
n
t
o
w
n
I
m
p
r
o
v
e
m
e
n
t
1,
5
5
8
,
6
0
0
438,388
1,996,988
11
8
-
H
U
D
P
r
o
j
e
c
t
s
-
-
12
0
-
C
o
m
m
u
n
i
t
y
H
o
u
s
i
n
g
F
u
n
d
47
,
0
0
0
47,000
12
1
-
H
o
u
s
i
n
g
R
e
v
o
l
v
i
n
g
L
o
a
n
14
,
4
0
0
14,400
12
5
-
D
r
u
g
F
o
r
f
e
i
t
u
r
e
F
u
n
d
17
5
,
1
0
2
11
,
3
0
0
186,402
12
8
-
F
i
s
h
W
i
l
d
l
i
f
e
&
P
a
r
k
M
g
m
t
-
-
12
9
-
R
e
c
o
v
e
r
y
A
c
t
,
A
R
R
A
-
-
13
2
-
B
o
g
e
r
t
P
a
r
k
S
p
e
c
i
a
l
R
e
v
e
n
u
e
-
-
13
3
-
R
e
c
r
e
a
t
i
o
n
S
p
e
c
i
a
l
R
e
v
e
n
u
e
1,
0
0
0
1,000
13
5
-
C
e
m
e
t
e
r
y
S
p
e
c
i
a
l
R
e
v
e
n
u
e
-
-
13
6
-
P
a
r
k
S
p
e
c
i
a
l
R
e
v
e
n
u
e
12
,
0
0
0
12,000
13
7
-
L
i
b
r
a
r
y
S
p
e
c
i
a
l
R
e
v
e
n
u
e
7,
9
0
0
7,900
13
8
-
L
a
w
&
J
u
s
t
i
c
e
C
e
n
t
e
r
-
-
13
9
-
P
o
l
i
c
e
S
p
e
c
i
a
l
R
e
v
e
n
u
e
81
,
1
5
4
10
,
0
1
0
91,164
14
0
-
P
o
l
i
c
e
D
o
m
e
s
t
i
c
V
i
o
l
e
n
c
e
54
,
1
2
5
14
7
,
1
0
0
201,225
1
4
2
-
S
u
s
t
a
i
n
a
b
i
l
i
t
y
G
r
a
n
t
-
-
14
3
-
T
I
F
N
7
t
h
C
o
r
r
i
d
o
r
85
6
,
8
4
9
10
,
0
0
0
866,849
14
4
-
T
I
F
N
E
U
r
b
a
n
R
e
n
e
w
a
l
D
i
s
t
r
i
c
t
92
,
4
0
0
5,
0
0
0
97,400
14
5
-
T
I
F
M
a
n
d
e
v
i
l
l
e
F
a
r
m
I
n
d
u
s
t
r
i
a
l
-
14
6
-
L
i
g
h
t
i
n
g
D
i
s
t
r
i
c
t
s
34
7
,
0
0
0
347,000
17
4
-
V
i
c
t
i
m
/
W
i
t
n
e
s
s
A
d
v
o
c
a
t
e
12
5
,
0
0
0
125,000
Ci
t
y
o
f
B
o
z
e
m
a
n
62
FY14 Approved Budget
EX
P
E
N
D
I
T
U
R
E
DE
T
A
I
L
S
‐
FY
1
4
Ci
t
y
o
f
B
o
z
e
m
a
n
E
x
p
e
n
d
i
t
u
r
e
s
:
A
l
l
Fu
n
d
s
Pe
r
s
o
n
n
e
l
&
Be
n
e
f
i
t
s
Op
e
r
a
t
i
o
n
s
C
a
p
i
t
a
l
D
e
b
t
S
e
r
v
i
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e
T
r
a
n
s
f
e
r
s
O
t
h
e
r
F
i
n
a
n
c
i
n
g
Us
e
s
TOTAL
17
5
-
S
e
n
i
o
r
T
r
a
n
s
p
o
r
t
a
t
i
o
n
83
,
7
6
9
83,769
17
6
-
B
I
D
D
o
w
n
t
o
w
n
I
m
p
r
o
v
D
i
s
t
11
4
,
0
0
0
114,000
17
9
-
D
i
s
a
s
t
e
r
R
e
l
i
e
f
(
H
a
i
l
D
a
m
a
g
e
E
v
e
n
t
s
)
-
18
4
-
P
a
r
k
s
M
a
s
t
e
r
P
l
a
n
/
I
m
p
r
o
v
e
m
e
n
t
G
r
a
n
t
s
75
,
0
0
0
75,000
18
6
-
D
e
v
e
l
o
p
m
e
n
t
I
m
p
a
c
t
s
-
-
18
7
-
F
i
r
e
D
e
p
t
E
q
u
i
p
m
e
n
t
43
7
,
8
6
4
437,864
18
8
-
C
i
t
y
/
C
o
u
n
t
y
J
o
i
n
t
D
r
u
g
F
o
r
f
e
i
t
u
r
e
-
-
18
9
-
S
t
o
r
y
M
a
n
s
i
o
n
S
p
e
c
i
a
l
R
e
v
e
n
u
e
15
,
5
4
7
15,547
19
1
-
B
o
z
e
m
a
n
T
o
u
r
i
s
m
B
I
D
41
0
,
0
0
0
410,000
30
0
-
S
I
D
R
e
v
o
l
v
i
n
g
F
u
n
d
20
0
,
0
0
0
200,000
30
1
-
B
o
n
d
S
&
I
L
i
b
r
a
r
y
27
4
,
8
4
9
274,849
30
2
-
B
o
n
d
S
&
I
1
9
9
5
T
r
a
n
s
P
r
o
j
42
2
,
0
8
8
422,088
30
4
-
B
o
n
d
S
&
I
P
a
r
k
s
&
O
p
e
n
S
p
a
c
e
B
o
n
d
35
0
,
0
0
0
350,000
30
5
-
2
0
0
7
D
o
w
n
t
o
w
n
T
I
F
B
o
n
d
s
42
8
,
3
8
8
428,388
31
0
-
4
4
1
-
S
I
D
F
u
n
d
s
1,
6
1
9
,
5
0
0
1,619,500
50
4
-
5
6
3
-
C
o
n
s
t
r
u
c
t
i
o
n
F
u
n
d
s
5,
0
4
1
,
3
8
0
5,041,380
60
0
-
W
a
t
e
r
F
u
n
d
1,
7
3
0
,
6
4
7
2,
4
8
2
,
6
8
9
1,
0
5
6
,
6
6
5
78
6
,
6
9
9
6,056,700
60
1
-
W
a
t
e
r
P
l
a
n
t
C
o
n
s
t
r
u
c
t
i
o
n
-
-
61
0
-
W
a
t
e
r
I
m
p
a
c
t
F
e
e
-
2
,
7
5
0
,
0
0
0
2,750,000
62
0
-
W
a
s
t
e
W
a
t
e
r
F
u
n
d
2,
4
1
3
,
9
6
2
2,
7
9
5
,
3
3
8
1,
1
5
3
,
6
5
0
-
1,
2
0
0
,
0
0
0
7,562,950
63
0
-
W
a
s
t
e
W
a
t
e
r
I
m
p
a
c
t
F
e
e
-
82
0
,
0
0
0
820,000
64
0
-
S
o
l
i
d
W
a
s
t
e
F
u
n
d
1,
0
8
4
,
7
6
9
1,
2
5
8
,
4
1
3
65
9
,
9
8
4
3,003,166
65
0
-
P
a
r
k
i
n
g
F
u
n
d
26
4
,
6
3
6
21
3
,
4
7
5
-
478,111
67
0
-
S
t
o
r
m
W
a
t
e
r
F
u
n
d
88
,
2
6
3
37
,
3
2
3
-
125,586
71
0
-
V
e
h
i
c
l
e
M
a
i
n
t
e
n
a
n
c
e
30
5
,
8
2
3
47
3
,
1
7
5
17
,
0
0
0
795,998
72
0
-
H
e
a
l
t
h
-
M
e
d
i
c
a
l
I
n
s
u
r
a
n
c
e
3,
7
1
0
,
0
0
0
3,710,000
80
0
-
C
e
m
e
t
e
r
y
P
e
r
p
e
t
u
a
l
C
a
r
e
-
-
25
,
7
9
2
,
9
9
5
$
24
,
9
2
6
,
1
4
2
$
12
,
4
9
8
,
3
3
9
$
4,
1
3
6
,
5
2
4
$
7,
4
3
7
,
6
7
0
$
438,388
$
75,230,058$
%
o
f
T
o
t
a
l
34
%
33
%
17
%
5%
10
%
1%100%
Ci
t
y
o
f
B
o
z
e
m
a
n
63
FY14 Approved Budget
EXPENDITURE TRENDS & ANALYSIS
___________________________________________________________________
This section provides a historical trend analysis of the expenditures of the largest funds of the City.
Increases and decreases in fund expenditure levels is a natural occurrence. The most important point is
to understand what factors are causing fund expenditure levels to change. General Fund expenditures
tend to be more stable, due to the fact that most costs are personnel that are both 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
involved. The seven funds described below encompass $51 Million (68%) of the total expenditures for
FY14.
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
Administration, Police and Fire services, Court, Parks, Recreation, and Library. Expenditures total $27
Million 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. Staffing increases to handle citizen demands bring salary and health insurance expenditure
increases. Expanding our buildings to accommodate more citizens and employees results in an increase
to building maintenance costs.
Expenditures in Library Services increased significantly in 2007 due to the operations of the new
Library facility.
‐
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
2005200620072008200920102011201220132014
General Fund Expenditures
City of Bozeman 64 FY14 Approved Budget
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 six years, we have increased expenditures in Police and Fire Services. Most
significant this year is the continuation of the funding of the voter‐approved expenditures for
the addition of police officers, firefighters, and all associated equipment.
STREET MAINTENANCE FUND
The Street Maintenance District Fund’s expenditure history is shown below. Expenditures pay for the
City’s street maintenance program personnel, operating costs, and equipment.
Beginning in FY12, we expanded the program to include major street reconstruction projects;
the first being the reconstruction of South 8th Avenue.
Expenditures in FY14 are budgeted at $3.8 Million and include $900,000 of expenditures from
our recently established Street Reconstruction and Curb Replacement monies.
WATER FUND
The following chart depicts the trend in the Water Fund and shows the result of sporadic large
improvement projects being undertaken in FY04‐08 and again in FY11‐FY13.
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 FY06.
FY12 expenditures total roughly $14.5 Million, and included spending on the first year of
construction of our new Water Treatment Facility, according to our long‐rang Water Facility
Plan.
FY12 also saw a concerted improvement in our water distribution pipe replacement program,
replacing rehabilitation projects “every‐two‐years” with an annual program (doubling our
efforts).
‐
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
2005200620072008200920102011201220132014
Street Maintenance Fund Expenditures
City of Bozeman 65 FY14 Approved Budget
FY13 includes the majority of construction costs for the Treatment Facility.
Expenditures for FY14 are expected to fall to normal operating levels and total $6 Million.
WATER IMPACT FEE FUND
The Water Impact Fee Fund accounts for the spending of water system development impact fees. The
fees are required to be spent on capital projects that expand the capacity of the City’s water treatment
and water distribution systems. As such, spending is sporadic and related to planned capital projects.
In 2005, the Fund paid to settle class‐action litigation related to the inaction and implementation of the
fee system. In 2005 & 2006, the Fund paid for improvements to the Hyalite Water Transmission Main.
In FY12, 13, and 14 the Fund has assisted with the construction the new Water Treatment Facility.
‐
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
2005200620072008200920102011201220132014
Water Fund Expenditures
‐
5,000,000
10,000,000
8 Years Actual ‐Last 2 Projected
Water Impact Fee Fund Expenditures
City of Bozeman 66 FY14 Approved Budget
WASTEWATER FUND
The Wastewater Fund has also spent substantial dollars on capital improvements over the past ten
years. As a result of our most recent Wastewater Facility Study, the City immediately embarked on the
design and construction of a new Water Reclamation Facility.
In November 2008, the City approved bids for a project totaling $54 Million. We broke ground
in May 2009 and substantially completed the project in 2012.
FY12 also saw a concerted improvement in our wastewater collection pipe replacement
program, replacing rehabilitation projects “every‐two‐years” with an annual program (doubling
our efforts).
FY14 expenditures are estimated at $7.5 Million.
WASTEWATER IMPACT FEE FUND
The Wastewater Impact Fee Fund accounts for the spending of wastewater system development impact
fees. The fees are required to be spent on capital projects that expand the capacity of the City’s
wastewater treatment and wastewater collection systems. As such, spending is sporadic and related to
planned capital projects.
‐
4,000,000
8,000,000
12,000,000
16,000,000
20,000,000
24,000,000
28,000,000
2005200620072008200920102011201220132014
Wastewater Fund Expenditures
‐
5,000,000
10,000,000
15,000,000
8 Years Actual ‐Last 2 Projected
Wastewater Impact Fee Fund
Expenditures
City of Bozeman 67 FY14 Approved Budget
In 2005, the fund paid to settle class‐action litigation related to the inaction and implementation
of the fee system.
In 2010, the fund assisted with the construction of the Water Reclamation Facility.
Expenditures in FY14 are budgeted at $820,000 to pay debt related to the capacity expanding
elements of the Water Reclamation Facility.
SOLID WASTE FUND
Expenditures in the Solid Waste Fund increased significantly during 2005‐2007 due to the City’s
investment in the Mandeville Farm property, Transfer Station design, and the Old Library
Property.
Costs also increased in FY06 when the City decided to direct‐haul collection trash to the County
Landfill.
The FY09 budget included the cap and closure costs on the City’s existing landfill cell, curb‐side
recycling start‐up, and funding our regular garbage collection routes.
Expenditures are estimated to total $3.0 Million for Collection and Recycling purposes this year.
‐
2,000,000
4,000,000
6,000,000
2005200620072008200920102011201220132014
Solid Waste Fund Expenditures
City of Bozeman 68 FY14 Approved Budget
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’
financial 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 both 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
Administration, 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 $7.5
Million over the past ten years.
The relatively sharp decline at the end of FY03 resulted from the use of $1.3 Million in reserves
to purchase the Story Mansion.
Increases in fund balance in 05 & 08 occurred as the result of unexpected revenues and vacancy
savings (most significant in FY08).
The decline in FY07 is attributed to the City’s share of the purchase of the Lamme Library
property for $1 Million.
FY09 saw an increase due, in part, to unfinished capital projects (Swim Center AV System and
Fire Department equipment purchases) that were carried over into the FY10 year and spent.
The FY12 budget year ended with a fund balance level of over $7 Million, due to vacancy savings
in the Police Department, and other departmental budget savings.
We anticipate that FY13 will end with over $6 Million in fund balance, of which $700,000 is
earmarked for payment of the City’s second payment to the MMIA for the settlement of the
declaratory action.
The FY14 Approved Budget will end with the required minimum $4 Million fund balance.
City of Bozeman 69 FY14 Approved Budget
The next graph shows the General Fund’s fund balance in relation to the annual operating revenue of
the fund. In May 2011, the City adopted GFOA’s Best Practice for Unreserved Fund Balance in the
General Fund into its Budget Administration Ordinance. This requires a 16.7% balance. If that is not
achieved, the Commission must hold a separate hearing to specifically address why the balance has not
been met and what will be done going forward.
The reserve minimum will be met with an estimated 16.7% reserve.
There is considerable overlap between the City’s “backward looking” CAFR (Comprehensive Annual
Financial Report) and “forward looking” annual budget. During the budget process, before a fiscal year
is completed, we are forced to estimate how much both the current (FY13) and future (FY14) reserve
amounts will be.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund ‐Fund Balance ‐FY14
19.8%17.9%
13.3%
20.6%
24.3%
14.5%
22.7%
31.1%
28.1%
16.7%
0%
5%
10%
15%
20%
25%
30%
35%
1st 8 Years Actual ‐Last 2 Years Projected
Unreserved General Fund Balance
as a % of Revenues
City of Bozeman 70 FY14 Approved Budget
WATER FUND
The graph below depicts the working capital balance of the City’s Water Fund. This graph typifies the
significant fluctuations that result from large infrastructure expenditures.
We accumulated, and are now utilizing, dollars for plant design and construction, which is estimated to
cost approximately $40.7 Million over FY11‐FY13, borrowing cash and utilizing savings for construction.
FY14 budget projects an ending balance of $6.4 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 ten years. The FY09 spending on construction of the plant brings
the working capital balance to its lowest level in ten years. This is to be expected, considering that the
treatment plant project represents the most substantial investment in the City’s Wastewater Facility in
decades. FY14 ending working capital balance is estimated at $1.9 Million.
‐$500,000
$1,500,000
$3,500,000
$5,500,000
$7,500,000
$9,500,000
$11,500,000
1st 8 Years Actual ‐Last 2 Years Projected
Water Fund ‐Working Capital
City of Bozeman 71 FY14 Approved Budget
SOLID WASTE FUND
The graph of the Solid Waste Fund working capital begins with a healthy balance 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 to join the County’s regional Solid Waste
District.
The FY09 budget anticipated 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.
FY10 shows the results of utilizing approximately $370,000 for the addition of office and vehicle
storage space to meet the long term needs of the division.
The FY14 budget results in an ending working capital balance of approximately $925,000.
$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 ‐Working Capital
$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 ‐Working Capital
City of Bozeman 72 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
010 - General Fund
Revenues
Property Taxes10,564,617 11,290,355 11,432,986
Gallatin County Option980,111 1,056,500 987,000
Business/Animal Licenses and Permits294,411 285,250 285,370
Grants199,259 - -
County Shared 499,964 481,528 507,659
State Shared 5,440,325 5,177,090 5,660,202
General Government 1,487,456 1,515,691 1,504,165
Public Safety 158,887 155,054 162,764
Public Welfare 520,409 474,350 448,800
Library Fines 46,470 45,000 45,000
Police Court Fines 1,113,507 1,091,500 1,104,500
Weed Mowing Fines - - -
Parking Fines 61,086 75,000 50,000
Animal Control Fines 20,670 30,000 -
Snow Removal Fines - - -
Miscellaneous Fines - - -
Interest Income 55,104 30,000 35,000
Admin Reimbursement - - -
Cash Over/Short - - -
Donations - - -
Miscellaneous Revenue 4,930 5,000 5,000
Refunds & Reimbursements 5,742 25,000 25,000
Rents and Royalties 406 1,500 1,500
Sales/Unclaimed Property 11,006 15,000 10,000
Street & Alley Vacation - - -
Transfers 1,952,844 2,171,149 2,184,293
Proceeds-Asset Disposition - - -
Compensation for Loss
Total Revenues 23,417,204 23,924,967 24,449,239
Expenditures
Personnel & Benefits 15,904,176 15,012,219 16,416,267
Operations 5,223,995 7,971,895 8,269,182
Capital 771,297 1,005,670 1,896,913
Debt Service 212,771 150,000 -
Transfers 878,575 439,186 274,186
Total Expenditures 22,990,814 24,578,970 26,856,548
Special Revenue Funds
100 -Community Development
Revenues
Property Taxes165,523 167,538 169,782
Grants5,500 5,500 5,225
County Shared- - -
State Shared 94,015 71,000 96,255
Charges for Services159,858 112,000 146,700
Interest Income1,251 - -
Refunds & Miscellaneous Revenue 14,789 18,000 16,000
Transfers 331,482 349,036 199,036
Total Revenues 772,418 723,074 632,998
City of Bozeman 73 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures
Personnel & Benefits599,262 636,926 577,791
Operations49,567 80,803 192,688
Capital- - 12,500
Transfers - - -
Total Expenditures 648,829 717,729 782,979
103 - Health-Medical Insurance
Revenues
Property Taxes 1,866,700 1,932,530 1,982,204
Tranfers 40,000 - -
Total Revenues 1,906,700 1,932,530 1,982,204
Expenditures
Transfers 1,789,983 2,021,149 2,178,484
Total Expenditures 1,789,983 2,021,149 2,178,484
108 - Community Transportation
Revenues
Grants 167,801 - -
Donations - - -
Transfers 30,150 30,150 30,150
Refunds & Misc Rev 35,679 - -
Total Revenues 233,630 30,150 30,150
Expenditures
Personnel & Benefits - - -
Operations - 30,515 30,515
Capital 222,493 - -
Total Expenditures 222,493 30,515 30,515
109 - Highway Safety Improvement Projects
Revenues
Interest Income 207 - -
Total Revenues 207 - -
Expenditures
Operations - - -
Total Expenditures - - -
110 - Gas Tax
Revenues
State Shared 650,383 650,400 650,400
Interest Income 4,100 4,000 4,000
Total Revenues 654,483 654,400 654,400
Expenditures
Operations 191,669 229,500 229,500
Capital 424,018 430,000 430,000
Total Expenditures 615,687 659,500 659,500
City of Bozeman 74 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
111 - Street Maintenance
Revenues
Penalty & Interest27,932 - 20,000
Permits4,750 15,000 15,000
State Shared974 - -
Public Service 2,692,020 2,741,676 3,107,999
Interest Income 7,319 7,500 15,000
Other Financing Sources 241,174 - -
Refunds & Reimbursements 2,275 - -
Proceeds-Asset Disposition - - -
Total Revenues 2,976,444 2,764,176 3,157,999
Expenditures
Personnel & Benefits 1,179,095 1,270,442 1,311,538
Operations 813,987 908,540 1,056,668
Capital 460,687 537,723 1,205,383
Debt Service 205,173 270,197 255,000
Total Expenditures 2,658,942 2,986,902 3,828,589
112 - Tree Maintenance
Revenues
Penalty & Interest 4,753 2,000 4,000
Intergovernmental 1,000 - -
Public Service 429,082 422,129 420,745
Interest Income 1,999 2,000 2,000
Refunds & Reimbursements - - -
Sales 5,950 10,000 6,000
Other Financing Sources 3,200 - -
Total Revenues 445,984 436,129 432,745
Expenditures
Personnel & Benefits 323,150 336,465 342,292
Operations 105,400 124,750 141,317
Capital - - 62,000
Total Expenditures 428,550 461,215 545,609
113 - Fire Impact Fee
Revenues
Public Safety 245,250 190,000 190,000
Interest Income 1,589 - -
Proceeds of Long Term Debt - - -
Total Revenues 246,839 190,000 190,000
Expenditures
Operations 36,978 - -
Capital - - -
Transfers 150,000 150,000 -
Total Expenditures 186,978 150,000 -
114 - Street Impact Fee
Revenues
Public Service 1,090,715 921,000 921,000
Interest Income 61,841 85,000 60,000
Admin Reimbursement - - -
Total Revenues 1,152,556 1,006,000 981,000
City of Bozeman 75 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures
Operations69,054 - -
Capital 1,244,166 4,790,500 350,000
Transfers 29,400 - -
Total Expenditures 1,342,620 4,790,500 350,000
115 - Building Inspection Fund
Revenues
Permits 915,544 957,525 1,153,700
State Shared 9,063 - -
General Government - - -
Public Safety 983 1,000 -
Refunds & Reimbursements 30 - -
Interest Income 10,373 7,000 7,000
Total Revenues 935,993 965,525 1,160,700
Expenditures
Personnel & Benefits 617,587 731,428 946,626
Operations 170,317 155,188 181,984
Capital 100,000 100,000
Total Expenditures 787,904 986,616 1,228,610
116 - TIFD Downtown Improvement
Revenues
Property Taxes 731,796 1,339,000 1,425,195
State Shared 31,158 31,158 31,158
Interest Income 10,770 11,000 11,000
Other Revenues - - -
Total Revenues 773,724 1,381,158 1,467,353
Expenditures
Operations 273,884 1,558,600 1,558,600
Transfers 447,738 438,388 438,388
Total Expenditures 721,622 1,996,988 1,996,988
118 - HUD Projects
Revenues
Interest Income - - -
Loan Principal - - -
Loan Interest - - -
Grants 148,100 - -
Refunds & Reimbursement - - -
Total Revenues 148,100 - -
Expenditures
Operations 15,737 - -
Capital 132,363 - -
Total Expenditures 148,100 - -
119 - Economic Development Loan
Revenues
Interest Income - - -
Loan Principal 292,496 - -
Loan Interest 17,502 - -
Grants - - -
Refunds & Reimbursement - - -
Total Revenues 309,998 - -
City of Bozeman 76 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures
Operations78,835 - -
Total Expenditures 78,835 - -
120 - Community Housing Fund
Revenues
Property Tax Revenue 41,031 41,885 42,445
Interest Income 2,956 5,000 3,000
Refunds & Reimbursements - - -
Loan Principal 5,000 5,000 5,000
Total Revenues 48,987 51,885 50,445
Expenditures
Personnel - - -
Operations 40,000 40,000 47,000
Total Expenditures 40,000 40,000 47,000
121 - Housing Revolving Loan
Revenues
Interest Income 521 750 750
Other Revenues - - -
Loan Principal 4,842 4,200 4,200
Loan Interest 602 750 750
Total Revenues 5,965 5,700 5,700
Expenditures
Operations 44,400 14,400 14,400
Total Expenditures 44,400 14,400 14,400
124 - Bozeman Bike Board
Revenues
Grants 1,385 - -
Other Revenue 18,440 - -
Total Revenues 19,825 - -
Expenditures
Operations 19,825 - -
Total Expenditures 19,825 - -
125 - Drug Forfeiture Fund
Revenues
Grants 99,866 56,000 56,000
Police Court Fines 48,894 40,000 50,000
Miscellaneous Revenue 36,771 5,000 -
Other Financing Sources 149,125 90,000 90,000
Total Revenues 334,656 191,000 196,000
Expenditures
Personnel & Benefits 196,875 90,069 175,102
Operations 11,546 11,300 11,300
Total Expenditures 208,421 101,369 186,402
126 - Neighborhood Parking District
Revenues
Grants - - -
Other Revenue - -
Total Revenues - - -
City of Bozeman 77 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures - - -
Personnel - 2,981 -
Total Expenditures - 2,981 -
128 - Fish Wildlife & Park Mgmt
Revenues
Grants - - -
Other Revenue 294 - -
Total Revenues 294 - -
Expenditures
Operations 112 - -
Capital 11,054 - -
Total Expenditures 11,166 - -
129 - Recovery Act, ARRA
Revenues
Grants9,300 - -
Transfers In/Other 83,014 - -
Total Revenues 92,314 - -
Expenditures
Operations 3,461 - -
Capital 2,060 - -
Total Expenditures 5,521 - -
130 - Americans with Disability
Revenues
Interest Income 325 - -
Transfers - - -
Total Revenues 325 - -
Expenditures
Operations - - -
Capital - - -
Total Expenditures - - -
131 - Beautification of Bozeman
Revenues
Donations - 1,000 -
Interest Income 9 - -
Total Revenues 9 1,000 -
Expenditures
Operations 55 - -
Total Expenditures 55 - -
132 - Bogert Park Special Revenue
Revenues
Donations - - -
Other Revenue 101 - -
Transfers & Other Revenue - - -
Total Revenues 101 - -
Expenditures
Operating - - -
Total Expenditures - - -
City of Bozeman 78 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
133 - Recreation Special Revenue
Revenues
Interest Income122 200 200
Donations1,377 500 500
Total Revenues1,499 700 700
Expenditures
Operations3,100 1,000 1,000
Total Expenditures3,100 1,000 1,000
135 - Cemetery Special Revenue
Revenues
Interest Income22 - -
Donations - - -
Total Revenues 22 - -
Expenditures
Operations - - -
Total Expenditures - - -
136 - Park Special Revenue
Revenues
Interest Income 154 200 200
Donations 60 1,000 500
Total Revenues 214 1,200 700
Expenditures
Operations - 12,000 12,000
Capital 15,500 - -
Transfers to Other Funds -
Total Expenditures 15,500 12,000 12,000
137 - Library Special Revenue
Revenues
Grants 1,480 - -
Interest Income 252 200 200
Donations 31,360 5,000 25,000
Refunds & Reimbursements - - -
Total Revenues 33,092 5,200 25,200
Expenditures
Operations 17,639 7,900 7,900
Transfers - - -
Total Expenditures 17,639 7,900 7,900
138 - Law & Justice Center
Expenditures
Operations - -
Total Expenditures - - -
City of Bozeman 79 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
139 - Police Special Revenue
Revenues
Grants18,857 - -
Public Safety - - -
Interest Income 2,921 3,000 3,000
Donations 12,670 500 1,000
Miscellaneous Revenue - - -
Transfers 100,000 100,000 -
Total Revenues 134,448 103,500 4,000
Expenditures
Personnel & Benefits 77,834 68,259 81,154
Operating 20,450 25,960 10,010
Transfers - - -
Total Expenditures 98,284 94,219 91,164
140 - Police Domestic Violence
Revenues
Grants 119,350 255,000 200,000
Refunds & Reimbursements - - -
Transfers - - -
Total Revenues 119,350 255,000 200,000
Expenditures
Personnel 40,740 49,756 54,125
Operating 78,611 158,404 147,100
Total Expenditures 119,351 208,160 201,225
142 - Sustainability Grant
Revenues
Grants - - -
Total Revenues - - -
Expenditures
Operating 405 - -
Total Expenditures 405 - -
143 - TIF N 7th Corridor
Revenues
Property Taxes 488,059 500,000 645,000
Interest Income 5,348 5,000 7,500
Transfers - - -
Total Revenues 493,407 505,000 652,500
Expenditures
Operating 98,628 856,849 856,849
Transfers 10,000 10,000 10,000
Total Expenditures 108,628 866,849 866,849
City of Bozeman 80 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
144 - TIF NE Urban Renewal District
Revenues
Property Taxes57,172 79,000 79,000
Interest Income1,443 1,500 1,600
Transfers- - -
Total Revenues 58,615 80,500 80,600
Expenditures
Operating 33,772 201,312 92,400
Transfers5,000 5,000 5,000
Total Expenditures38,772 206,312 97,400
145 - TIF Mandeville Farm Industrial
Revenues
Property Taxes8,477 5,000 46,000
Refunds & Reimbursements- - -
Transfers - - -
Total Revenues 8,477 5,000 46,000
Expenditures
Operating 1,833 - -
Total Expenditures 1,833 - -
146 - Lighting Districts
Revenues
Special Assessments 336,834 315,000 347,000
Interest Income - - -
Total Revenues 336,834 315,000 347,000
Expenditures
Operating 336,834 315,000 347,000
Total Expenditures 336,834 315,000 347,000
174 - Victim/Witness Advocate
Revenues
Police Court Fines 73,641 75,000 65,000
Interest Income 3,662 4,500 3,500
Total Revenues 77,303 79,500 68,500
Expenditures
Operating 87,911 122,000 125,000
Total Expenditures 87,911 122,000 125,000
175 - Senior Transportation
Revenues
Property Taxes 83,015 83,769 84,891
State Shared - - -
Interest Income 274 - -
Total Revenues 83,289 83,769 84,891
Expenditures
Operating 83,901 83,769 83,769
Total Expenditures 83,901 83,769 83,769
City of Bozeman 81 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
176 - BID Downtown Improv Dist
Revenues
Assessments113,803 114,000 120,000
Penalty & Interest- - -
Total Revenues 113,803 114,000 120,000
Expenditures
Operating 114,373 114,000 114,000
Total Expenditures 114,373 114,000 114,000
179 - Disaster Relief (Hail Damage Events)
Revenues
Refunds & Reimbursements - - -
Interest Income 14,006 10,000 10,000
Total Revenues 14,006 10,000 10,000
Expenditures
Operating - - -
Total Expenditures - - -
183 - Fire Department Special Revenue
Revenues
Interest Income 889 - -
Donations 661 - -
Grants 44,167 - -
Total Revenues 45,717 - -
Expenditures
Operating 3,752 - -
Capital 2,638 - -
Total Expenditures 6,390 - -
184 - Parks Master Plan/Improvement Grants
Revenues
Transfers 50,000 75,000 75,000
Total Revenues 50,000 75,000 75,000
Expenditures
Capital 33,291 75,000 75,000
Total Expenditures 33,291 75,000 75,000
186 - Development Impacts
Revenues
Transfers In - - -
Interest Income 4,115 4,500 3,000
Loan P&I 3,445 - -
Total Revenues 7,560 4,500 3,000
Expenditures
Operating 46,800 - -
Capital 67,960 - -
Total Expenditures 114,760 - -
City of Bozeman 82 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
187 - Fire Dept Equipment
Revenues
Property Taxes330,289 335,076 339,564
Other39,290
Interest Income3,020 4,500 1,000
Total Revenues372,599 339,576 340,564
Expenditures
Operating- - -
Capital - 77,864 437,864
Total Expenditures - 77,864 437,864
188 - City/County Joint Drug Forfeiture
Revenues
Fines285 5,000 500
Interest Income1,837 2,000 1,500
Donations- - -
Total Revenues 2,122 7,000 2,000
Expenditures
Operating 58,883 - -
Transfers to Other Funds - - -
Total Expenditures 58,883 - -
189 - Story Mansion Special Revenue
Revenues
Charges for Sevices 19,363 - 15,547
Refunds & Reimbursements - - -
Transfers From other Funds 70,142 - -
Total Revenues 89,505 - 15,547
Expenditures
Operating 88,370 - 15,547
Capital - - -
Total Expenditures 88,370 - 15,547
190 - Energy Grants
Revenues
Grants 120,741 - -
Refunds & Reimbursements 12,061 - -
Total Revenues 132,802 - -
Expenditures
Operating 111,134 - -
Capital 16,100 - -
Total Expenditures 127,234 - -
191 - Bozeman Tourism BID
Revenues
Special Assessments 399,054 410,000 410,000
Interest Income - - -
Total Revenues 399,054 410,000 410,000
Expenditures
Operations 406,961 410,000 410,000
Total Expenditures 406,961 410,000 410,000
City of Bozeman 83 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
850 - Cash in Lieu of Parkland
Revenues
Cash in Lieu of Parkland- - -
Interest Income - - -
Total Revenues - - -
Expenditures
Capital - - -
Total Expenditures - - -
Debt Service Funds
300 - SID Revolving Fund
Revenues
Special Assessments- 11,240 11,240
Interest Income 28,553 20,000 20,000
Transfers - - -
Total Revenues 28,553 31,240 31,240
Expenditures
Operating - - -
Transfers - 613,000 200,000
Total Expenditures - 613,000 200,000
301 - Bond S & I Library
Revenues
Property Taxes 318,352 274,849 262,313
Total Revenues 318,352 274,849 262,313
Expenditures
Debt Service 316,130 274,849 274,849
Total Expenditures 316,130 274,849 274,849
302 - Bond S & I 1995 Trans Proj
Revenues
Property Taxes 473,103 422,088 443,979
Total Revenues 473,103 422,088 443,979
Expenditures
Operating - - -
Debt Service 428,765 422,088 422,088
Total Expenditures 428,765 422,088 422,088
304 - Bond S & I Parks & Open Space Bond
Revenues
Property Taxes - - 350,000
Total Revenues - - 350,000
Expenditures
Debt Service - - 350,000
Total Expenditures - - 350,000
City of Bozeman 84 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
305 - 2007 Downtown TIF Bonds
Revenues
Interest Income- - -
Transfers In - - 428,388
Total Revenues - - 428,388
Expenditures
Operating - - -
Debt Service 421,988 428,388 428,388
Total Expenditures 421,988 428,388 428,388
310-441- SID Funds
Revenues
Special Assessments 2,274,321 1,500,000 1,619,500
Interest Income - - -
Miscellaneous Revenue - - -
Transfers - - -
Total Revenues 2,274,321 1,500,000 1,619,500
Expenditures
Transfers - - -
Debt Service 2,274,321 1,500,000 1,619,500
Total Expenditures 2,274,321 1,500,000 1,619,500
Construction Funds
504-563 - Construction Funds
Revenues
Grants- - -
Interest Income - - -
Other Revenues - - -
Other Financing Sources 125,394 - 5,000,000
Total Revenues 125,394 - 5,000,000
Expenditures
Operating 1,967 - -
Capital 477,763 31,000 5,041,380
Total Expenditures 479,730 31,000 5,041,380
Enterprise Funds
600 - Water Fund
Revenues
Grants- - -
State Shared - - -
Utility Charges 6,814,990 6,588,212 6,771,532
Interest Income 142,875 105,000 94,000
Miscellaneous Revenue 69,165 45,450 96,480
Refunds & Reimbursements 2,528 1,030 -
Rents and Royalties - - -
Cash in Lieu of Water Rights - - -
Contriubted Capital/Other 462,741 - -
Proceeds of Long Term Debt - 19,500,000 -
Total Revenues 7,492,299 26,239,692 6,962,012
City of Bozeman 85 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures
Personnel & Benefits1,992,965 2,036,977 1,730,647
Operating9,477,823 2,353,964 2,482,689
Capital10,414,422 17,130,712 1,056,665
Debt Service- 786,699 786,699
Transfers - - -
Total Expenditures 21,885,210 22,308,352 6,056,700
601 - Water Plant Construction Subfund
Revenues
Utilities & Enterprise - - -
Interest Income - - -
Admin Reimbursement - - -
Total Revenues - - -
Expenditures
Operating - - -
Capital - - -
Transfers - - -
Total Expenditures - - -
610 - Water Impact Fee
Revenues
Utilities & Enterprise 981,096 775,000 858,500
Interest Income 76,700 75,000 75,000
Admin Reimbursement - - -
Total Revenues 1,057,796 850,000 933,500
Expenditures
Operating 148,349 - -
Capital 21,326 3,075,290 -
Transfers - - 2,750,000
Total Expenditures 169,675 3,075,290 2,750,000
620 - Waste Water Fund
Revenues
Grants - - -
State Shared - - -
Utility Charges 6,385,403 6,662,794 6,968,884
Interest Income 125,437 102,000 95,000
Miscellaneous Revenue 400 5,200 -
Refunds & Reimbursements 79,966 30,603 30,909
Contriubted Capital/Other 11,343 - -
Transfers In - - -
Total Revenues 6,602,549 6,800,597 7,094,793
Expenditures
Personnel & Benefits 1,626,706 1,757,903 2,413,962
Operating 7,065,086 2,732,233 2,795,338
Capital 310,468 1,081,000 1,153,650
Debt Service - 1,237,480 -
Transfers - - 1,200,000
Total Expenditures 9,002,260 6,808,616 7,562,950
City of Bozeman 86 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
630 - Waste Water Impact Fee
Revenues
Utility Charges986,905 820,000 820,000
Interest Income3,041 - -
Admin Reimbursement - - -
Total Revenues 989,946 820,000 820,000
Expenditures
Operating 61,266 - -
Capital 8,838 - -
Debt Service - 820,000 820,000
Total Expenditures 70,104 820,000 820,000
640 - Solid Waste Fund
Revenues
Recycling Revenue 128,665 127,150 127,150
Collection Route Assessments 2,387,192 2,382,829 2,382,829
Tipping Fees - - -
Interest Income 22,792 24,000 24,000
Roll-Off Container Rental 6,815 7,000 7,000
Miscellaneous Revenue 24,524 10,000 10,000
Rents and Royalties - - -
Other (974) - -
Total Revenues 2,569,014 2,550,979 2,550,979
Expenditures
Personnel & Benefits 1,043,875 1,061,018 1,084,769
Operating 1,541,029 1,462,728 1,258,413
Capital 62,103 70,000 659,984
Debt Service - - -
Transfers - - -
Total Expenditures 2,647,007 2,593,746 3,003,166
650 - Parking Fund
Revenues
Licenses and Permits 167,286 174,500 183,500
Fines and Forfeitures 192,355 295,000 360,000
Charges for Services 4,350 2,000 3,000
Other 21,226 16,500 12,000
Transfers from other Funds 10,698 50,000 -
Total Revenues 395,915 538,000 558,500
Expenditures
Personnel & Benefits 199,612 210,637 264,636
Operating 790,615 203,232 213,475
Capital - 50,000 -
Total Expenditures 990,227 463,869 478,111
670 - Storm Water Fund
Revenues
Utility Charges - 225,000 236,250
Interest Income - - -
Admin Reimbursement - - -
Total Revenues - 225,000 236,250
City of Bozeman 87 FY14 Approved Budget
REVENUE EXPENDITURE DETAILS PER FUND ‐ FY14
FY12 FY13FY14
Actual AmendedApproved
Expenditures
Personnel & Benefits- 73,296 88,263
Opeartions - 43,844 37,323
Capital - 130,000 -
Total Expenditures - 247,140 125,586
Internal Service Funds
710 - Vehicle Maintenance
Revenues
State Shared219 - -
General Government 763,086 773,191 790,000
Interest Income 1,852 - -
Refunds & Reimbursements 2,354 - -
Transfers 301,879 - -
Total Revenues 1,069,390 773,191 790,000
Expenditures
Personnel & Benefits 267,253 296,098 305,823
Operating 522,268 476,723 473,175
Capital 72,967 9,400 17,000
Total Expenditures 862,488 782,221 795,998
720 - Health-Medical Insurance
Revenues
Premium Revenue 3,684,418 3,586,000 3,710,000
Interest Income - - -
Refunds & Reimbursements 8,297 - -
Total Revenues 3,692,715 3,586,000 3,710,000
Expenditures
Operating 3,695,013 3,590,000 3,710,000
Total Expenditures 3,695,013 3,590,000 3,710,000
Permanent Funds
800 - Cemetery Perpetual Care
Revenues
Public Welfare87,573 25,000 80,000
Interest Income5,573 8,000 8,000
Transfers from Other Funds40,000 - -
Total Revenues 133,146 33,000 88,000
Expenditures
Transfers - - -
Total Expenditures- - -
865-881 - Public Welfare Grants
Revenues
Intergovernmental 23,919 - -
Total Revenues 23,919 - -
Expenditures
Operating 11,092 - -
Total Expenditures 11,092 - -
City of Bozeman 88 FY14 Approved Budget
LOCAL ECONOMIC OUTLOOK & CITY LONG RANGE FINANCIAL PLANS
___________________________________________________________________
Local Economic Outlook
The Bureau of Business and Economic Research (BBER) is the research and public service branch of the
University of Montana’s School of Business Administration. The Bureau is regularly involved in a wide
variety of activities including economic analysis and forecasting. Excerpts from the Bureau’s forecasts
contained in the Montana Business Quarterly from 2008 through 2013 relating to Gallatin County and
the City of Bozeman are summarized below.
The Gallatin County economy was significantly impacted by the Great Recession throughout
2008, 2009, and 2010.
By mid‐2009 construction employment was down 30% from mid‐2008 levels. There were
sizeable declines in retail trade, transportation, and business services in early 2009.
The national recession impacted non‐resident travel to the area with spending declining
significantly during 2008 and 2009. Recovery of this sector began in 2010 and 2011.
By 2011 the outlook for the City and the County began to change. Bozeman and Gallatin
County’s base of high‐tech industries continued to expand.
In 2012 it was clear that recession impacts were concentrated in the homebuilding,
construction, and non‐residential travel industries.
The Bozeman area is evolving into a regional trade center. Retail trade customers from the
surrounding rural areas are now shopping in Bozeman rather than commuting to the Billings
area.
The BBER is forecasting moderate 3.2% growth from 2012‐2015, which is down sharply from the
6% forecast in the 2001‐2007 period. Despite estimated future growth remaining moderate, the
area is projected to remain among one of the fastest growing urban areas in the State.
As of 2013, job and income growth in the recovery for Bozeman and surrounding areas has been
particularly impressive as it was achieved without contribution from the construction sector.
Steady growth within Montana State University, particularly its research activities; good
prospects for high‐tech manufacturing and services; and an improved outlook for real estate
and construction have combined to make the BBER’s forecast for overall growth in the area
higher than any other major urban area in the state.
In summary, there are good reasons to remain bullish on Bozeman in the coming years as the economy
continues to indicate not only stabilization, but growth.
City Long Range Financial Plan
Capital Plans: For more than a decade the City has prepared a 5‐Year Capital Improvement Plan (CIP).
The plan is prepared in the fall for the ensuing five (5) fiscal years. This fall, we will be preparing the
FY15‐FY18 Capital Improvement Plan.
City of Bozeman 89 FY14 Approved Budget
The FY14‐18 CIP contained scheduled projects totaling $81.9 Million, and unscheduled projects of $111
Million. The full plan can be found at http://www.bozeman.net/Business/Budgets‐and‐Financials.
Over the years, the plan has grown to encompass capital improvement and replacement plans for all of
the City’s funds that require capital spending:
General Fund
Building Inspection Fund
Library Capital Replacement Fund
Fire Capital & Equipment Fund
Street Maintenance Fund
Tree Maintenance Fund
Water Fund
Wastewater Fund
Stormwater Fund
Solid Waste Fund
Vehicle Maintenance Fund
Water Impact Fee Fund
Wastewater Impact Fee Fund
Fire Impact Fee Fund
Street Impact Fee Fund
New this year: CTEP (Community
Transportation Enhancement
Program)
New this year: Park & Trail Bond
Fund
5‐year Financial Plans: Each year, the City also prepares and maintains financial plans for the current
year and the ensuing 5 years for the following funds:
Street Maintenance Fund
Tree Maintenance Fund
Water Fund
Wastewater Fund
Stormwater Fund
Solid Waste Fund
These plans are developed as a part of the annual budget process and are based on current and future
estimates of staffing levels, estimated increases in operating costs such as supplies, fuel, and chemicals,
and approved the capital plans. The plans project revenue requirements, expenditure levels, and
estimated reserve levels for each of the five years.
These 5‐year plans are included in the budget work sessions and show the Commissions, staff and the
public the projected increases in fee and assessment levels required to fund the programs.
City of Bozeman 90 FY14 Approved Budget
Department:CITY COMMISSION
Activity:General Government
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 overlapping 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.
Major Objectives:
• Work closely with the administration and other government officials to lobby for state legislation beneficial to cities. • Develop
broadbased city‐wide support for economic development and to foster coordination of public and private resources as a means of
enhancing economic prosperity and environmental quality. • Improve public facilities and the quality of services delivered to the
public in order to meet the needs of the citizenry. • 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.• Ensure that all decisions
are protective of the health, safety and general welfare of the citizens of this community.
Budget Highlights:
Primary and General Elections for Mayor Seat and Two Commission seats fall 2013.
Accomplishments:
• In conjuncƟon with the Clerk’s Office, the City Commission supported costs for the Re‐CodificaƟon of the Bozeman Municipal
Code (BMC), which assisted with bringing the project to compleƟon in Fiscal Year 2012. • ConƟnued support will be sought for
keeping the City’s Code as up to date as possible for public access.
PROGRAM INFORMATION
Adopted Work Plan Items:
In the spring of 2013 the City Commission updated its priorities for the coming year as follows:
1. Diversify the local economy and support the creation and expansion of mid to high paying jobs.
2. Implement the 2012 Parks & Trails bond to expand the capacity of our parks, trails, and open spaces.
3. Implement reform of the Community Development system with an enhanced focus on customer service.
4. Enhance downtown development opportunities.
5. Complete the integrated water resource plan and develop solutions to achieve long term water sustainability.
6. Implement financial plans and asset management systems to properly maintain and replace the City's infrastructure and facilities.
7. Complete design of the police station and municipal court and educate the public on the necessity for, and the passage of, a bond
measure.
8. Assist Gallatin College and secure regional funding.
9. Continue implementation of the Climate Action Plan.
10. Determine the future of Bogert Pool and the next steps for Aquatics and Recreation.
11. Consider a demolition by neglect ordinance.
12. Develop a permanent plan for the Story Mansion.
City of Bozeman 91 FY14 Approved Budget
Department:CITY COMMISSION
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 2.102.102.10 2.10
WL1 ORDINANCES PASSED 25242525
WL2 RESOLUTIONS PASSED 855160 60
WL3 COMMISSION MEETINGS HELD 524250 50
WL4 PUBLIC HEARINGS HELD 52425050
WL5 HOURS OF MEETINGS 250210280 250
WL6 PAGES OF MINUTES 800820600 600
WL7 EXECUTIVE SESSIONS 567 7
WL8 HOURS OF EXECUTIVE SESSIONS 101015 15
WL9 PAGES OF MINUTES FROM EXECUTIVE SESSIONS 151530 30
City of Bozeman 92 FY14 Approved Budget
Department:CITY COMMISSION
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
8.44%$87,093$94,448Salaries & Benefits$84,979$7,355
157.28%$54,250$139,575Operating$79,012$85,325
0.00%$0$0Capital$0$0
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $163,991 $141,343 $234,023
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1110City Commission $92,680 67.48%$163,991$137,343$230,023
1130Special Bodies/Study Commission/Ethics
Board
$0 0.00%$0$4,000$4,000
Totals $163,991 $141,343 $234,023
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $92,680 65.57%$163,991 $141,343 $234,023
Totals $163,991 $141,343 $234,023
City of Bozeman 93 FY14 Approved Budget
Department:CITY MANAGER
Activity:General Government
Program Description:
The purpose of the City Manager’s office is to provide overall leadership, direction, coordination, and support for the City’s activities
and workforce. The City Manager’s office works to ensure that services provided are within: the law, the policies of the Bozeman
City Commission, and the resources of the City. The City Manager provides information to the City Commission in an effort to
support their ability to make informed policy decisions.
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, acting as a staff person for the Commission, and preparing the Commission
agenda in conjunction with the City Manager.
The Economic Development division has been moved to the Community Services section of the budget in FY 2012.
In FY14, Human Resources (Personnel) Division moved to Administrative Services Department.
Major Objectives:
In support of the Mission, Values, and Goals of the City, the staff of the City Manager’s office will:
• Communicate Bozeman City Government acƟviƟes to the publ. • 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 help ensure seamless governmental operations in the absence of any department
head. • AnƟcipate future service demands and resource deficiencies and be proacƟve in addressing them • Create a well‐led,
coordinated, and trained workforce.
Budget Highlights:
The addition of an Office Manager support position to expand and coordinate the Sustainability, Economic Development, and City
Manager efforts. (1.0 FTE)
Accomplishments:
FY13 ACCOMPLISHMENTS:
• CreaƟng the AdministraƟve Services Departent. • Hiring both the Parks & RecreaƟn and the Public Works Directors. • Moving
the Sustainability Coordinator from the Finance Department to the City Manager's Office. • Reorganizing the Community
Development Department and hiring its Director.
PROGRAM INFORMATION
Adopted Work Plan Items:
The City Manager is working to fulfill the following Adopted Work Plan Items:
#8 – Assist Gallatin College and secure regional funding
Since FY12 the City has included 1.5 mills to help fund program expansion. Currently an effort is underway towards the 2013 fall
election measure that would allocate 1.5 mills across the entire county rather than just the City. A resolution is pending for the
August 5th Commission meeting.
#9 – Implement Climate Action Plan
All first tier priorities are in progress including Communications, the Idle‐Free Bozeman program, the Energy Smackdown
Competition, an Energy and Conservation Mater Plan for City operations, municipal emissions reduction goals, the LED street light
replacement program, development of quarterly usage reports to Facilities Service and Departments, and restructuring the working
group to streamline and involve community participation.
#12 – Develop a permanent plan for Story Mansion.
In May 2013 the Commission approved an RFP for the sale or to obtain by gift the Story Mansion.
City of Bozeman 94 FY14 Approved Budget
Department:CITY MANAGER
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM1 Support the City Commission in their decision process by
providing unbiased, accurate research and data from the staff
a minimum of seven days prior to the introduction of an item
as an agenda item
80%98%98%98%
PM2 Assure citizens of transparent local government through
established, maintained, and staffed open office hours, live
televised and internet streamed public meetings, advertised
Commission agendas, accessible public records, and
information available through the City’s web page at
www.Bozeman.net.
100%100%100%100%
PM3 An open local government supported by a visible City Manager
who meets regularly with the County Commissioners,
leadership of MSU, the Chamber of Commerce, economic
development organizations, the Bozeman School District, and
civic groups.
100%100%100%100%
PM4 Public resources allocated effectively and lawfully. Qualified
independent auditors will perform annual audits, a public
budget process, and emphasis within the budget consistent
with the City’s adopted goals and work plan.
100%100%100%100%
PM5 Employee matters handled in an
equitable and lawful manner that minimizes
the risk of loss to the City and its employees.
100%100%100%100%
PM6 The recruitment process will protect the work force and City
rights, and results in matching appropriate hires with
appropriate jobs. Turnover will be kept low resulting in a
stable workforce. Continual skill improvement training will
result in a competent, effective and efficient workforce.
100%100%100%100%
PM7 Opportunities to participate in world class leadership skills
training seminars by senior staff will result in a well‐led and
coordinated workforce whose culture and work environment is
built on the City’s core values of Integrity, Leadership, Service
and Teamwork.
100%100%100%100%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 11.508.008.005.00
WL01 Contracts Negotiated with Bargaining Units 330
WL02 Commission Meetings Attended 696969
WL03 Telephone & Email Contacts
CM and Assistant CM
25,00025,00025,000
WL04 Meetings: County Administration 202020
City of Bozeman 95 FY14 Approved Budget
Department:CITY MANAGER
Activity:General Government
WL05 Meetings: Civic Groups & Citizens 757575
WL06 Meetings: MSU 101010
WL07 Meetings: Chamber 242424
WL08 Meetings: Montana City Managers 333
City of Bozeman 96 FY14 Approved Budget
Department:CITY MANAGER
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐24.42%$720,472$544,516Salaries & Benefits$654,578($175,956)
‐6.04%$104,640$98,315Operating$111,046($6,325)
‐100.00%$20,000$0Capital$6,000($20,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $771,624 $845,112 $642,831
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1210City Administration $62,088 15.86%$378,314$391,587$453,675
1220City Clerk $6,704 3.67%$165,921$182,452$189,156
1230Human Resources ($271,073)‐100.00%$221,786 $271,073 $0
1260Neighborhood/Economic Development
Programs
$0 0.00%$5,603$0$0
Totals $771,624 $845,112 $642,831
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($202,281)‐23.94%$771,624 $845,112 $642,831
Totals $771,624 $845,112 $642,831
City of Bozeman 97 FY14 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Program Description:
Municipal Court accounts for costs associated with the judicial branch of City government, which includes one full‐time judge and
one half‐time judge, chief clerk, line clerks, and related operating costs. Section 3‐6‐101, et, seq., MCA, establishes general
provisions for a municipal court. 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 collection under $5,000; money due the City or 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 under $7,000. The Municipal Court hears cases involving city ordinances, misdemeanor cases defined by state
criminal codes, and may conduct preliminary hearings in felony cases. Municipal Court operates out of the Gallatin County Law &
Justice Center in the basement. The Municipal Judge is elected every 4 years in a nonpartisan election held in conjunction with the
City's regularly scheduled general election.
Major Objectives:
• AddiƟonal training for staff. • Write new local Rules of Court. • ConƟnue scanning court documents. • Maintain an
efficient collecƟon system concentraƟng on Municipal Services Bureau and collecƟon of fines and resƟtuƟon. • ConƟnue effecƟve
communicaƟons with the City AƩorney, Prosecutor, Law Enforcement, and Public Defender’s Office. • Maintain updates of
computer programs and West Law for court use. • Periodically update bond book with new offenses and fine increases. •
Increase security measures for courtroom and staff. • Work with Commissioners toward establishing adequate space for
increased court operations and location with Bozeman Police Department.
Budget Highlights:
Law & Justice Center Maintenance ‐ Courtroom #1 and Clerks Office ‐ $47,000
Law & Justice Center Space Lease and Maintenance ‐ Courtroom #2 ‐$26,000
Accomplishments:
Anticipated for FY13:
• Implement an efficient collecƟon system concentraƟng on collecƟons and monitoring resƟtuƟon. • Maintain a current and
efficient criminal docket; expedite jury trials and trial resoluƟons. • ConƟnue effecƟve communicaƟons with the City AƩorney,
City Prosecutor, Public Defenders Office, and Law Enforcement Agencies. • AddiƟonal training to all staff. • Maintain updates of
computer program, jury program, scanning record • Maintain improved access to archive records. • Efficiently handle increased
volume of motions, hearings, and trials.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 98 FY14 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 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
< 1 Mo.
10‐15 wks
<6 Mos.
<1 mo.
PM02 Cases Resolved on First AppearanceN/A 60%60%
PM03 Bozeman Municipal Court’s Effectiveness equals or exceeds the
standards in all cases and remains in compliance with Montana
law relating to referrals of disposition of cases to the
Department of Motor Vehicles within 15 days.
15 DAYS 100%100%
PM04 Time Spent to Initialize Time Pay Agreement10 min per case 1 min per1 min per
PM05 Daily Time Devoted to Time Pay Per Clerk (phone, counter,
summons, warrant)
10%/clerk 50%50%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM06 Number of:
Judge Trials
Jury Trials
Open Court
Misc. Hearings
3 days wkly
2 days wkly
3 days wkly
3 days wkly
PM07 Ticket Entry per Hour20 15‐2515‐25
PM08 Processing of Open Court Paperwork & Judge Trials1/2 DAY 3/4 DAY3/4 DAY
PM09 Municipal Court Trials: Clerk Time in Court Room w/Judge
During Trial
10%20%30%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 8.508.508.50 8.50
WL01 Court Citations 5,17310,000
WL02 Judge Trial Requests 211300
WL03 Jury Trial Requests 389600
City of Bozeman 99 FY14 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
WL04 Pre‐Trial Hearings (suppression, omnibus etc.)
New procedure for FY11, instead of auto set Jury trial
14342500
WL05 Open Court Proceedings: Hours per Week 10‐11 hrs10‐11 hrs
WL06 Judge Trials Held 151150
WL07 Jury Trials Held 2430
WL08 Temporary orders of protection 3860
WL09 Summons Issued 2,4063,000
WL10 Warrants Issued 2,1772,500
WL11 Appeals 913
WL11 Open Court appearances (daily average)25.4028
WL12 Municipal Infractions 2,050700
City of Bozeman 100 FY14 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
4.00%$498,421$518,361Salaries & Benefits$456,615$19,940
‐2.41%$151,891$148,238Operating$214,668($3,653)
0.00%$0$0Capital$0$0
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $671,283 $650,312 $666,599
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1310Municipal Court $16,287 2.50%$671,283$650,312$666,599
Totals $671,283 $650,312 $666,599
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $16,287 2.50%$671,283 $650,312 $666,599
Totals $671,283 $650,312 $666,599
City of Bozeman 101 FY14 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
Program Description:
The City Attorney is the legal advisor and primary attorney for the City and as such is responsible for both protecting the legal
interests and directing the legal operations of the City. The City Attorney and legal department staff: represent the City before all
courts, administrative agencies, and all legal proceedings involving the City; prosecute misdemeanors including DUI, domestic
violence related cases, and other offenses committed within City; provides legal advice to the City Commission, City Manager, and
all departmental staff and boards; and prepares or reviews contracts, deeds, resolutions, ordinances, and other municipal
documents. The City Attorney’s Office also oversees litigation involving the City conducted by appointed counsel.
Major Objectives:
• To protect the legal interests of the City and to represent the City before all courts, administraƟve agencies, and all legal
proceedings involving the City. • To provide legal advice to the City Commission, the City Manager, and all departmental staff. •
To prosecute misdemeanors and traffic violaƟons commiƩed within City limits. • Prepare and/or review all contracts, deeds,
resoluƟons, ordinances, and other municipal documents. • To prosecute criminal cases in a Ɵmely, firm, and efficient manner. •
PracƟce preventaƟve law by providing proacƟve legal advice. • Perform legal research and issue legal opinions including ethics
opinions.
Budget Highlights:
Fully Fund Victim/Witness Program ‐ $125,000
Fees for Outside Counsel/Litigation Costs ‐ $50,000
Provide share of Domestic Violence Prosecutor salary/benefits not provided by Federal Grant (50%)
Litigation/Claims E‐Discovery Software (CIP) ‐ $65,000
Accomplishments:
FY13 PRIMARY ACCOMPLISHMENTS: • Demonstrated improvement of informing police officers and other witnesses of cancelled
or amended dates for hearings and trials. • Implemented policy to complete all requests for prosecuƟon within 30 days of receipt
(or document why the deadline has passed) • Implemented policy to complete all requests for confidenƟal or public criminal
jusƟce informaƟon within Ɵme period required by district court. • Increased oversight of, and acƟve parƟcipaƟon in, civil
liƟgaƟon handled by outside counsel. • Developed new performance measures for prosecuƟon services. • Assigned aƩorney to
support code enforcement/quality of life acƟons. • Partnered with Bozeman Police Department to: Reform citaƟons to include
municipal infractions; Review policies and protocols including evidence disposal protocols; Develop and implement training and
discussion sessions with police officers on maƩers of criminal procedure. • Successfully integrated DomesƟc Violence Prosecutor
into the City’s criminal justice system through building relationships with law enforcement, county agencies, and local non‐profits. •
Successfully used interns to assist in civil and criminal funcƟons.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 102 FY14 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 7.007.007.00 7.00
WL01 New Cases 6921,0401,1001,400
WL02 Open Cases 1,8001,8001,450 1,650
WL03 Judge Trials 619090 60
WL04 Jury Trials 18273030
WL05 Hearings: Change of Plea 571990700 900
WL06 Hearings: Omnibus 9151,3501,300 1,300
WL07 Hearings: Various Other 207300300 300
WL08 Requests for Confidential Criminal Justice Information 81215100
WL09 Requests for Prosecution 224550 75
WL10 Calendar Call 261390350 300
WL11 Domestic Cases Prosecuted 20303065
WL12 DUI's Prosecuted: 1st Offense 164250250 200
WL13 DUI's Prosecuted: 2nd Offense 396050 45
WL14 DUI's Prosecuted: 3rd Offense 3105 5
WL15 Aggravated DUI: 1st Offese N/AN/A1530
WL16 Aggravated DUI: 2nd Offense N/AN/a5 5
City of Bozeman 103 FY14 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
6.59%$622,053$663,022Salaries & Benefits$570,688$40,969
21.63%$214,450$260,825Operating$161,720$46,375
#Div/0!$0$65,000Capital$0$65,000
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $732,408 $836,503 $988,847
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1410City Attorney $124,344 18.07%$631,812$688,003$812,347
1430‐1446Civil Litigation $25,000 100.00%$12,541$25,000$50,000
1460Criminal Prosecution ‐ General $0 0.00%$144 $1,500 $1,500
1462Criminal Prosecution ‐ Victim/Witness $3,000 2.46%$87,911$122,000$125,000
Totals $732,408 $836,503 $988,847
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $149,344 20.90%$644,497 $714,503 $863,847
174Victim Witness Advocate $3,000 2.46%$87,911$122,000$125,000
Totals $732,408 $836,503 $988,847
City of Bozeman 104 FY14 Approved Budget
Department:ADMINISTRATIVE SERVICES
Activity:General Government
Program Description:
The Administrative Services Department budget unit accounts for the general fund costs associated with the overall Finance, Human
Resources and Information Technology administration of the City. The Department also functions with Grants staff, whose budget is
included in the Community Services section of the budget. The Department is comprised of five divisions: Administration,
Accounting, Treasury, Information Technology, and Human Resources. Administrative Services provides support 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 controls, information technology services, human resources, and data
processing services.
The purpose of the Administration division is to provide financial planning and budgeting services and oversight. Insurance
administration, capital improvements planning, and long‐range financial planning is done through this division, along with general
leadership for the Department as a whole, including Grants efforts.
The purpose of the Accounting division is to properly record and account for the finances of the City. The division is responsible for
processing accounts payable, the recording of fixed assets, and the preparation 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 business and pet licenses, collects parking tickets, and records cemetery lot sales.
Information Technology manages and operates the City's enterprise applications and networking services. The division provides
technology services to the City departments and customers; support, training and research for City staff; and manages and
maintains daily operations of the data centers.
Human Resources supports City functions by ensuring the capability and stability of the workforce. The manager supports
administrators and directors with current lawful information that provides sound recruitment practices and protects the
employment rights of the City and the workforce member.
Major Objectives:
• To manage and account for the City's finances in accordance with Generally Accepted Accounting Principles (GAAP), as set forth by
the Governmental Accounting Standards Board (GASB). • To prepare a Comprehensive Annual Financial Report (CAFR) in conformity
with GAAP • To prepare a comprehensive budget on an annual basis that encompasses all funds of the City. • To seek to maintain a
diversified and stable revenue base. • To seek to collect all funds due the City. • To monitor all department 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 Commission. • 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 expenditure control.
Budget Highlights:
General Fund Share of Audit Costs $24,000
Software Contract for Enterprise Software ‐ $66,750
Accomplishments:
FY13 Anticipated Accomplishments: • Close monthly accounting functions by the 20th day of the following month. • Receive a
clean audit opinion with no continuing or new audit comments. • Properly account for Federal and State Grants and Loans. •
Installation and training internally and across departments for utilization of new Qrep reporting software module. • Improve
information sharing with Planning Department and Engineering and GIS Divisions to provide for more timely and accurate land
parcel and owner information.
PROGRAM INFORMATION
Adopted Work Plan Items:
City of Bozeman 105 FY14 Approved Budget
Department:ADMINISTRATIVE SERVICES
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Distinguished Budget Presentation
Award for the Government Finance
Officer's Association
RECEIVE RECEIVEDRECEIVEDRECEIVED WILL APPLY
PM02 Certificate of Achievement for
Excellence in Financial Reporting from the
Government Finance Officer's Association
RECEIVE RECEIVEDRECEIVEDWILL APPLY WILL APPLY
PM03 City's Bond Rating: Downtown Tax Increment District Rating BBB+BBB+BBB+BBB+
PM03 City's Bond Rating: General Obligation A2Aa3Aa3 Aa3
PM05 Monthly Checklist Items Done Correctly
the First Time
95%99%99%99%99%
PM09 Accounts Receivable Statements Mailed
by the 15th of the Month
98%100%100%100%100%
PM10 Average # of Water Customers on
Shut‐off List per Month
<10 <20<20<20 <20
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 8.7510.0011.00 19.00
WL01 SID Statements Issued & Processed 16,00016,00016,20016,700
WL02 Utility Bills Issued & Processed 135,000135,000138,000 141,000
WL03 Accounts Payable Checks Processed 11,00011,00011,000 11,000
WL05 Federal Awards Expended (Grants)$3.8 Million$810,344$500,000 $400,000
WL06 IRS Informational Returns 120120120120
WL07 Business Licenses (Calendar Year)3,7504,2504,250 4,300
City of Bozeman 106 FY14 Approved Budget
Department:ADMINISTRATIVE SERVICES
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
109.17%$639,124$1,336,881Salaries & Benefits$610,924$697,757
213.53%$190,780$598,143Operating$171,839$407,363
3900.00%$1,000$40,000Capital$4,720$39,000
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $787,483 $830,904$1,975,024
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1510Finance Administration $10,487 6.97%$133,990$150,366$160,853
1520Accounting $60,765 16.58%$366,715$366,451$427,216
1530Treasury $5,387 1.72%$286,778 $314,087 $319,474
1545Information Technology $810,329 #Div/0!$0$0$810,329
1560Human Resources $257,152 #Div/0!$0$0$257,152
Totals $787,483 $830,904 $1,975,024
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $1,144,120 137.70%$787,483 $830,904$1,975,024
Totals $787,483 $830,904 $1,975,024
City of Bozeman 107 FY14 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:General Government
Program Description:
The Community Development Department accounts for the costs of administering the City’s long range and current planning and
community development programs. Major elements of the Community Development program include:
• Long Range Planning • AnnexaƟon• Subdivision Review• Zoning Ordinance AdministraƟon • Historic PreservaƟon•
Impact Fees• Affordable Housing • Economic Development • Boards Commissions Served
Major Objectives:
LONG RANGE PLANNING:
• Engage the community in preparing and periodically updaƟng a “Growth Policy” (Comprehensive Plan) and transportaƟon plan
for the City of Bozeman. • Develop and evaluate the Unified Development Code to ensure effecƟve and efficient implementaƟon
of the Comprehensive Plan. • Assist other departments and agencies with Capital Improvement planning. • Assist Urban
Renewal Boards in implemenƟng applicable Tax Increment Financing (TIF) District Plans. • Prepare and implement special studies,
reports, and sub‐area plans. • Coordinate with public and private organizaƟons and agencies in implemenƟng long range planning
objectives effectively and efficiently.
CURRENT PLANNING:
• Provide customer service to make the planning process accessible, understandable, and efficient. • Evaluate and make
recommendations to the Planning Board, City Commission, and /or Director of Public Service on all applications for annexations and
subdivisions of land. • Evaluate and make recommendaƟons to the Development Review CommiƩee, Design Review Board, Board
of Adjustment, Zoning Commission and City Commission on all proposals for site development. • Provide zoning code
administraƟon to ensure compliance with and resoluƟon of non‐conformiƟes from the Bozeman Municipal Code. • Review
business licenses and building permit applicaƟons for compliance with the Zoning Ordinance. • Aid the City Commission and the
Community Affordable Housing Advisory Board in implementing regulatory reform to increase the stock of affordable housing. •
Develop a visually appealing and historically rich community by encouraging the preservaƟon of Bozeman’s historic landmarks,
districts, and neighborhoods. • Facilitate and coordinate the City’s Development Review and Design Review processes to ensure
compliance. • ConƟnue to promote local historic preservaƟon educaƟon through various public forums. • Review historic and
architectural appropriateness of alteraƟons, rehabilitaƟons, and restoraƟons. • Research and inventory local historic properƟes
and, when appropriate, nominate them to the NaƟonal Register of Historic Places. • Administer the City’s impact fee program.
COMMUNITY DEVELOPMENT:
•Assist and coordinate with other departments, public agencies, and non‐profits as needed with various grants. • ParƟcipate in
the City’s affordable housing programs• ParƟcipate in the City’s economic development programs.
Budget Highlights:
Restructure of department with development review, long range planning, and building inspection working closely together.
Contracted Services budget to continue temporary Administrative Assistant work.
Capital expenditures budgeted to replace Office Copier (shared with Public Works) $12,500
Accomplishments:
•ImplementaƟon of community development customer service delivery improvements. •ConƟnued excellent project
management of current workload. •Review and target revisions to the City’s Unified Development Ordinance (UDO) to advance
community goals and Commission direcƟon. • ConƟnue implementaƟon of Bozeman Community Plan. • ImplementaƟon and
support of City of Bozeman Economic Development Plan. •ConƟnue implementaƟon of Downtown Bozeman Improvement Plan.
• Complete update process for the four impact fee studies. •Complete Affordable Housing Needs Assessment and Strategic Plan.
• Complete Mandeville Farm/DNRC ProperƟes Master Plan and Feasibility Study. • Complete Historic PreservaƟon Program
Analysis and Strategic Plan. • ConƟnue staffing Urban Renewal/Tax Increment Finance District Boards. • ConƟnue staffing
support of Neighborhood Program• ConƟnued coordinaƟon and cooperaƟon on planning issues with GallaƟn County, School
District 7, Montana State University, Montana Department of Transportation, Gallatin Valley Land Trust, and other public and
private organizaƟons. • Special projects as directed.
PROGRAM INFORMATION
City of Bozeman 108 FY14 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:General Government
Adopted Work Plan Items:
The Community Development Department is working to fulfill the following Adopted Work Plan Items:
#3 ‐ Implement reform of the community development system with an enhanced focus on customer service.
The Community Development Department remains incredibly productive in the face of a staff shortage. Changes implemented in
the summer of 2013 include review of applications in a timely manner, a new "user friendly" public notice format, and lunch hour
availability. As of the end of July 2013, the department had already begun to receive feedback from the public in regards to the ease
of movement through the application process and the positive attitude of staff.
#11 – Consider a demolition by neglect ordinance.
Staff is working with interested parƟes to define the parameters of such an ordinance with Commissioner one‐on‐ones concluded
in late July 2013. There is a schedule of public meetings forthcoming to gauge public opinion on demolition timing and demolition
by neglect. At this time it is expected that a policy or an ordinance will be brought before the Commission in October.
City of Bozeman 109 FY14 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 12.208.759.00 8.00
WL01 Subdivision Pre‐applications 54
WL02 Minor Sub‐Preliminary Plats 12
WL03 Major Sub‐Preliminary Plats 1
WL04 Final Plats 54
WL05 Master Plan Amendments 01
WL06 Annexations 12
WL07 Exemptions 1515
WL08 Preliminary Plat Lots Approved 86100
WL09 Final Plat Lots Approved 350
WL10 Special Projects Public Forum Opportunities 02
WL11 Literature/Information Requests: Impact Fees 90100
WL12 Public Participation in Forums 0100
WL13 Projects Assessed: Impact fees 8231,000
WL14 Estimates: Impact Fees 60100
WL15 Site Plans 2825
WL16 Conditional Use Permits 10 10
WL17 Planned Unit Developments 21
City of Bozeman 110 FY14 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:General Government
WL18 Certificates of Appropriateness 327250
WL19 Sign Reviews: Permanent and Temp 348300
WL20 Variances/Appeals 115
WL21 Zone Map Amendments 95
WL22 Zone Text Amendments 55
WL23 Concept Plan Review/Informal Review 1825
WL24 Evaluations for Allowable Signage: Site Visits/Consultations 500400
WL25 Special Temporary Use Permits (STUPs)1110
WL26 Re‐use Permits 3520
WL27 HISTORIC PRESERVATION: Office Visitations 195150
WL28 HISTORIC PRESERVATION: Presentations 810
WL29 HISTORIC PRESERVATION: Newsletters/articles 34
WL30 HISTORIC PRESERVATION: Advisory Board Meetings 58 Hours60 Hours
WL31 HISTORIC PRESERVATION: Staff work with Volunteers 58 Hours 60 Hours
WL32 HISTORIC PRESERVATION: Certified Local Government Hours 300 Hours300 Hours
City of Bozeman 111 FY14 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐9.28%$636,926$577,791Salaries & Benefits$599,262($59,135)
119.90%$80,803$177,688Operating$49,567$96,885
#Div/0!$0$12,500Capital$0$12,500
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $648,829 $717,729 $767,979
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1610Planning Operations $102,257 72.78%$90,951$140,508$242,765
1620Subdivision Review ($13,647)‐10.41%$125,326$131,106$117,459
1630Long‐Range Planning ($36,448)‐65.84%$53,233 $55,361 $18,913
1640Annexation $13,958 27.71%$48,393$50,367$64,325
1650Code Enforcement ($10,606)‐53.08%$19,463$19,980$9,374
1660Historic Preservation ($535)‐0.60%$84,489$89,487$88,952
1670Zoning Operations ($22,204)‐11.21%$195,463 $198,032 $175,828
1680Neighborhoods $17,475 53.13%$31,511$32,888$50,363
Totals $648,829 $717,729 $767,979
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
100Community Development Fund $50,250 7.00%$648,829 $717,729 $767,979
Totals $648,829 $717,729 $767,979
City of Bozeman 112 FY14 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
Program Description:
The Facilities Management budget unit accounts for costs associated with maintaining City owned buildings and grounds including:
City Hall; Fire Stations #1, #2 and #3; City Shop Complex; Lower Yard Shop Complex; Vehicle Maintenance Building; Alfred M. Stiff
Professional Building; Bozeman Public Library; and the Bozeman Senior Citizen's Center. Facilities Management is also responsible
for coordinating remodeling, renovations, and new construction projects. Contracted services include such activities as: janitorial
services; snow removal; lawn care; and building systems including elevator and fire suppression systems, heating, ventilation, air
conditioning systems, and mechanical controls. The department also assists other divisions with building related projects and
construction related services.
Major Objectives:
• Provide a safe, comfortable, and professional working environment for all City employees, elected officials, building tenants and
the public. • Maintain all buildings and related equipment in good working condition in a proactive manner that will help extend
useful life. • Maintain a proactive approach for long‐term facility planning and project scheduling in order to avoid costly problems
of deferred maintenance. • Upgrade and renovate buildings and building related equipment as needed to meet future needs of
various city departments. • Assure city buildings meet or exceed all applicable building codes, OSHA, and ADA requirements. •
Implement building design, maintenance, and operational practices resulting in energy saving measures. • Act as the City’s
representative on building construction projects, to secure consultant services for these projects, process claims and monitor
progress on projects, and to gather bid quotes for projects to meet procurement requirements
Budget Highlights:
ADA Improvements ‐ $15,000
Citywide Energy Upgrades ‐ $15,000
City Building Facility Condition Inventory improvements ‐ $18,000
Accomplishments:
FY13 ACCOMPLISHMENTS 1. Complete construction and close out of 2010 hail damage. 2. Completed the 2012 Facility Condition
Inventory Report. 3. Repair damaged flooring in women’s restroom at the Professional Building. 4. Install bridge lights at City
Hall. 5. City Hall HR office relocation. 6. Reconfiguration of offices at Beall Park. 7. Renovation of Laurel Glen water facility. 8.
Repair entrance damage caused by delivery vehicle at the Senior Center.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 113 FY14 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Average Response Time: Emergency Repairs 30 Minutes 90%90%92%92%
PM02 Average Response Time: Minor, Non‐emergency Repairs (In‐
House)
3 DAYS 90%95%95%95%
PM03 Average Response Time: Minor, Non‐emergency Repairs
(Contracted)
12 DAYS 93%95%95%92%
PM04 Facility User Ratings: Quality is Excellent or Good 90%83%85%85%80+%
PM05 Claims Turn‐Around: Review & Approval to Finance 6 DAYS 95%95%95%95%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 3.553.003.50 3.50
City of Bozeman 114 FY14 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐1.90%$263,506$258,493Salaries & Benefits$224,150($5,013)
‐2.43%$932,546$909,860Operating$1,081,748($22,686)
‐88.40%$232,720$27,000Capital$164,672($205,720)
‐100.00%$150,000$0Debt Service$212,771($150,000)
0.00%$0$0Transfers$0$0
Totals $1,683,341 $1,578,772$1,195,353
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1810City Hall ($148,099)‐28.16%$358,280$525,862$377,763
1820Fire Station #1 ($1,785)‐3.84%$108,350$46,525$44,740
1830Shops Complex ($33,815)‐11.17%$251,973 $302,710 $268,895
1840Professional Building ($23,432)‐17.58%$156,273$133,275$109,843
1850Senior Center ($7,658)‐9.37%$155,608$81,700$74,042
1860Library $565 0.24%$367,940$235,400$235,965
1870Fire Station #2 ($17,885)‐49.13%$14,485 $36,400 $18,515
1880Fire Station #3 ($153,190)‐79.79%$244,657$191,995$38,805
1890Vehicle Maintenance Facility $1,880 7.55%$25,775$24,905$26,785
Totals $1,683,341 $1,578,772 $1,195,353
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($383,419)‐24.29%$1,683,341 $1,578,772$1,195,353
Totals $1,683,341 $1,578,772 $1,195,353
City of Bozeman 115 FY14 Approved Budget
Department:INFORMATION TECHNOLOGY
Activity:General Government
Program Description:
In FY14, the Information Technology Division moved to Administrative Services Department and the GIS Department moved to
Public Services Administration Department. Details concerning these divisions will be found under their respective new
departments going forward.
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. • To manage and maintain a functional web site for both citizens and staff.
Budget Highlights:
Accomplishments:
Anticipated for FY14: 1. Completion of Help Desk Deployment 2. Development of Strategic Information Technology Plan. 3.
Integration (real‐time) of SunGard & GIS. 4. Development of a comprehensive employee training program. 5. More web based
services for citizens in Building and Planning. 6. Upgrade of our SQL Server Cluster to Server 2012 and SQL Server 2012 with new
hardware. 7. Continue upgrades to City Website to enhance the public’s access to City information. 8. Continue upgrade and
maintenance to the City VoIP phones and gateways. 9. Continue the migration of physical servers to virtual servers and continue
upgrades to aging routers and switches at selected locations.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 116 FY14 Approved Budget
Department:INFORMATION TECHNOLOGY
Activity:General Government
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Help Desk Calls Resolved 99%99%99%99%99%
PM02 Phone System Uptime99%99%99%99%99%
PM03 Data Network Uptime99%99%99%99%99%
PM04 Point to Point Links Uptime (Fiber and Copper)99%99%99%99%99%
PM05 Enterprise Application Uptime99%99%99%99%99%
PM06 Server Uptime99%99%99%99%99%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 5.886.006.00 To Admin Serv
WL01 Help Desk Calls Created and Completed 1,2001,2001,300 1,400
WL02 Hours Phone System is in Service: Possible Available = 8,760 8,6608,6608,710 8,710
WL03 Hours Data Network is in Service: Possible Available = 8,760 8,6608,6608,720 8,720
WL04 Point to Point Links: On Network/In Service (Fiber & Copper)16171819
WL05 Hours of Enterprise Applications Availability: Possible Available
= 8,760
8,6608,6608,750 8,750
WL06 Hours of Server Farm Availability: Possible Available = 8,760 8,6608,6608,745 8,745
City of Bozeman 117 FY14 Approved Budget
Department:INFORMATION TECHNOLOGY
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐100.00%$517,905$0Salaries & Benefits$460,329($517,905)
‐100.00%$393,211$0Operating$377,726($393,211)
‐100.00%$55,000$0Capital$56,956($55,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $895,011 $966,116 $0
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
1910Information Technology ($842,633)‐100.00%$753,195$842,633$0
1920GIS ($123,483)‐100.00%$141,816$123,483$0
Totals $895,011 $966,116 $0
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($966,116)‐100.00%$895,011 $966,116 $0
555Technology Construction $0 0.00%$0$0$0
Totals $895,011 $966,116 $0
City of Bozeman 118 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
Program Description:
GENERAL: The Bozeman Police Department budget unit accounts for costs associated with providing all law enforcement services to
the citizens of the City of Bozeman. The general fund budget primarily supports the efficient and effective operation of the patrol,
investigative and support services divisions. Officers from these divisions are tasked with detecting, preventing, and investigating all
crimes occurring within the City.
PATROL DIVISION: The Patrol Division is primarily responsible for the enforcement of State of Montana statutes and City of
Bozeman Ordinances. The officers within this division operate around the clock, every day of the year, and handle emergency calls
for service along with proactive foot and bicycle patrols, property checks, public assists and citizen education. Additionally, the
traffic unit investigates motor vehicle crashes and helps ensure the safety of our roadways through traffic education and
enforcement. Additional specialty assignments include K9, Special Response Team, Field Training Officers, and Crisis Intervention
Team.
DETECTIVE DIVISION: Our Detective Division is responsible for investigating felony criminal activity, conducting public education,
performing background investigations on prospective employees, carrying out internal affairs investigations, and assisting other
agencies with investigations. Support Services Division: The Support Services Division administers animal control education and
enforcement, parking education and enforcement, fleet maintenance, department training, uniforms and equipment, and the
recruitment and hiring of police officers. This division oversees community outreach programs such as National Night Out, Teenager
Distracted Driving course, Citizen's Police Academy, the Bozeman Police Business League and actively participates in the
community’s neighborhood associations.
DRUG FORFEITURE: The drug forfeiture budget accounts for the City of Bozeman's costs related to the drug enforcement efforts
within the Missouri River Drug Task Force (MRDTF) as outlined in the MRDTF Local Drug Task Force Interlocal Agreement. The
MRDTF encompasses six counties to include Gallatin, Lewis and Clark, Broadwater, Meagher, Madison and Park. This task force is
focused on the investigation of local and regional drug and firearm offenses.
Major Objectives:
• Create and maintain a continued feeling of safety within the community. • Provide the highest level of service to all citizens and
visitors of our community. • Detect, investigate, and proactively prevent criminal activity. • Apprehend and hold criminal offenders
accountable for their illegal behavior. • Participate in court proceedings. • Provide assistance to those who cannot care for
themselves or those in danger of physical harm. • Conduct regular and proactive traffic safety education and enforcement. •
Maintain a highly trained Special Response Team of officers qualified to handle barricaded subjects, hostage incidents, and high risk
search warrants. • Resolve day‐to‐day conflicts among the general public. • Maintain fully trained K9 teams qualified to assist with
building searches, evidence tracking, and drug interdiction efforts. • Maintain assignment of School Resource Officers to Bozeman
School District to provide immediate enforcement, education, and liaison to students, school officials and parents. • Provide crime
prevention education to schools, civic groups, businesses, and the public. • Develop positive programs, in partnership with the
members of our community, which incorporate the concept of shared responsibility for public safety. • Develop and maintain
certified trainers with the goal of sustaining our department’s high training standards and requirements. • Continue to sponsor and
attend quality regional law enforcement training. • Continue to partner with law enforcement agencies to include local, state and
federal agencies. • Maintain a working environment where every employee's integrity, competency, and commitment to service are
self‐evident. • Maintain the assignment of two detectives to the Missouri River Drug Task Force. • Maintain confidential and concise
intelligence files. • Assist prosecutors from city, state, and federal agencies in the prosecutions of drug cases. • Share investigative
information with officers and detectives from both the city and county. • Share investigative information with other local, state and
federal law enforcement agencies. • Conduct drug education and awareness presentations. • Investigate complaints of illegal or
suspicious drug activity. • Make arrests for violations of illegal drug activity.
Budget Highlights:
Replacement of 4 Patrol Vehicles ‐ $208,000.
Replacement of one Unmarked Vehicle ‐ $35,500
Land Purchase for Police and Municipal Courts Facility ‐ $1,000,000
PROGRAM INFORMATION
City of Bozeman 119 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
Accomplishments:
• Establish and begin implementation of a multi‐year strategic plan. • Continue our recruiting efforts to hire, train and fully staff our
department. • Evaluate and implement programs to reduce unsafe driving: o Maintain a year around dedicated traffic enforcement
unit. o Identify and train two new motorcycle patrol officers to reach full staffing level of the traffic enforcement unit. • Continue
to monitor and improve patrol beats utilizing computer aided dispatch technology and mobile data terminals to increase the
efficiency of the patrol division. • Implement the use of the Automated Fingerprint Identification System (AFIS) as a timely and
effective investigative tool. • Continue the full implementation of the electronic ticketing and report writing programs. • Leverage
technology toward increased operational efficiency and communication: o Evaluate the feasibility of on‐line crime reporting. o
Implement web‐based reporting for traffic and parking complaints. • Continue to improve community outreach through a proactive
approach to crime response, public education and partnerships. Anticipated Accomplishments for FY12: • Complete the evaluation
of the Law and Justice Center Master Plan to identify deficiencies, space needs and options for our law enforcement facilities. •
Maintain the Sexual and Violent Offender Registration Program (SVORP) in which compliance is maximized through the physical
check of 100% of registered offenders. • Minimize overall risk and liability by continuing to maintain the highest training standards
for all Bozeman Police Department employees. • Continue seeking and obtaining federal, state and local grants in an effort to offset
general fund expenditures.
Adopted Work Plan Items:
The Police Department is working to fulfill the following Adopted Work Plan Item:
#7 – New police station design and construction.
Currently the City police department shares a facility with the County. While efforts have been made to engage the County on a
joint design for a new facility, the results have not been positive. The City continues to search for an appropriate off‐campus
location for a police and courts facility. One response was received as a result of the City’s RFQ for a buyer’s agent to locate such
property. The City is also in discussions with Montana Department of Transportation regarding the North Rouse property.
City of Bozeman 120 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Response to Officer Complaints/Concerns24 hours 100%100%100%100%
PM02 Provide Bicycle & Motorcycle Patrols7 mo/yr 100%100%100%100%
PM03 Maintain Dedicated Traffic Enforcement Unit12 mo/yr 25%100%100%100%
PM05 Homicide Reported Crime: Closed/Cleared/Leads Exhausted n/an/a100%100%
PM06 Sexual Crime Reported Crime: Closed/Cleared/Leads Exhausted 65%65%75%75%
PM07 Aggravated Assault Reported Crime: Closed/Cleared/Leads
Exhausted
90%90%90%90%
PM08 Burglary Reported Crime: Closed/Cleared/Leads Exhausted 85%85%90%90%
PM09 Counterfeiting/Forgery Reported Crime: Closed/Cleared/Leads
Exhausted
75%75%75%75%
PM10 Criminal Mischief 90%90%90%90%
PM11 Motor Vehicle Theft Reported Crime: Closed/Cleared/Leads
Exhausted
85%85%85%85%
PM12 Drug/Narcotic Reported Crime: Closed/Cleared/Leads
Exhausted
95%80%80%80%
PM14 Robbery Reported Crime: Closed/Cleared/Leads Exhausted 75%90%90%90%
PM15 Investigation Cases Cleared90%90%90%
PM16 Drug Forfeiture: 2 Officers Dedicated to Full‐Time Investigations100%100%100%100%100%
PM17 Drug Forfeiture: 25% of Investigation Time Devoted to
Assisting Smaller Counties
100%100%100%100%100%
PM18 Drug Forfeiture: Juvenile Drug Use (5% of DTF Arrests)100%100%100%100%100%
PM19 Drug Forfeiture: Attend Weekly Inter‐Agency Meetings100%100%100%100%100%
PM20 DARE: Provide Instruction to All 5th grades100%100%100%100%100%
City of Bozeman 121 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
PM21 DARE: Provide Instruction to All 3rd Grades100%100%100%100%0%
PM22 DARE: Percent of 5th Grade Graduates100%99%98%98%98%
PM23 DARE: Percent of 3rd Grade Graduates 100%100%98%98%0%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 71.7571.7572.75 72.75
WL01 Full Staff MeetingsMonthly 80%100%100%100%
WL02 Average Response Time: Emergency Calls 5 minutes 5.7 min5.1 min CY114.5 min CY12 4.6 min CY13
WL03 Average Response Time: Non‐Emergency Calls10 minutes 11.5 min 10.2 min CY1110.7 min CY12 10.2 CY13
WL04 Calls for Service (break‐down shown below)45,13146,35847,836 48,200
WL05 Aggravated Assault/Assault with Weapon 342026 26
WL06 Alarm 304276276
WL07 Animal Complaints 2,2712,3842,400 2,400
WL08 Arrests: Non‐warrant 1,6651,7671,744 1,750
WL09 Arrest: Warrant 660385384 385
WL10 Arson 116 2
WL11 Assault: Other 304237192 199
WL12 Burglary 134112164 160
WL13 Cell‐phone While Driving Citations 56252105 105
WL14 Criminal Trespass 539438400 425
WL15 Criminal Mischief/Vandalism 625649636 649
WL16 Disorderly Conduct 501887830 860
City of Bozeman 122 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
WL17 Disturbance/Loud Party 1,2001,0861,126 1,100
WL18 Driving Under the Influence of Alcohol/Drugs 428400416 418
WL19 Identity Theft/Deceptive Practice/Forgery 4219754 60
WL21 Homicide 003 1
WL22 Parking Citations Issued 3,6492,9751,998 2,100
WL23 Motor Vehicle Theft 6981108 108
WL24 Parking/Abandon Vehicle Complaint 1,9992,5282,294 2,300
WL25 Partner/Family Member Assault 288233240 245
WL26 Public Education Presentations 175230230 250
WL27 Sexual Crime/Rape 738674 76
WL28 Robbery 858 8
WL29 Agency Assist 13191,3721,628 1,650
WL30 Subject Stop 2,2601,3381,394 1,450
WL31 Theft 1,1811,4531,306 1,350
WL32 Traffic Citation Issued 45045,2345,580 5,600
WL33 Traffic Crash 1,4861,2641,354 1,370
WL34 Traffic Stops 10,0369,3589,632 9,800
WL35 Civil Assist 601770824 850
WL36 Public Assist 1,7542,0262,026
WL37 Suspicious Circumstances 1,1511,037970 1,010
WL38 Drugs: Possession and Paraphernalia (non‐MRDTF)308200190 200
City of Bozeman 123 FY14 Approved Budget
Department:POLICE
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
14.59%$5,176,988$5,932,080Salaries & Benefits$5,868,140$755,092
‐4.88%$1,056,582$1,005,017Operating$943,318($51,565)
207.91%$403,850$1,243,500Capital$198,091$839,650
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$240,000$0
Totals $7,249,549 $6,637,420$8,180,597
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
3010Police Operations $1,372,248 24.94%$5,878,345$5,502,067$6,874,315
3020Crime Control & Investigations $74,677 9.84%$831,251$759,150$833,827
3030DARE $10,495 13.01%$89,583 $80,669 $91,164
3040Drug Forfeiture $85,033 83.88%$267,304$101,369$186,402
3070Animal Control $724 0.37%$183,066$194,165$194,889
Totals $7,249,549 $6,637,420 $8,180,597
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $1,488,134 23.95%$6,745,485 $6,213,672$7,701,806
125Drug Forfeiture $85,033 83.88%$208,421$101,369$186,402
138Law & Justice Center Prepaid Rent ($20,000)‐100.00%$19,125$20,000$0
139Police Special Revenue ($3,055)‐3.24%$98,284$94,219$91,164
140Police Domestic Violence ($6,935)‐3.33%$119,351$208,160$201,225
188City‐County Drug Forfeiture $0 0.00%$58,883$0$0
Totals $7,249,549 $6,637,420 $8,180,597
City of Bozeman 124 FY14 Approved Budget
Department:FIRE
Activity:Public Safety
Program Description:
The Fire Department budget unit accounts for the costs associated with meeting our mission.
MISSION: To minimize life loss, injury, and property loss by rendering advanced life support emergency medical care, rescue
services, fire code inspections, code enforcement, public fire safety/survival education, fire suppression, fire cause/arson
investigation, hazardous materials mitigation and response, and disaster management. We will provide these services at the
highest national standards consistent with community needs and available public and private resources.
Major Objectives:
CONTINUE ORGANIZATIONAL RESTRUCTURING RELATED TO 3 STATION OPERATIONS: • Promote Battalion Chiefs in support of our
three stations as authorized by the voters In the 2007 mill levy.
PROVIDE ADEQUATE RESOURCES, TRAINING, AND EDUCATION TO ASSURE EFFECTIVE LEVELS OF SERVICE DELIVERY AND 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 succession plan/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 Department’s minimum company standards (MCS).
PLAN AND PREPARE FOR CURRENT AND FUTURE SERVICE DELIVERY NEEDS THROUGH THE IMPLEMENTATION OF THE ADOPTED FIRE
PROTECTION MASTER PLAN: • Work closely with other departments to identify current and future service trends and what
resources are, and will be, needed to address the community’s emergency service needs. • Continue long term planning for Fire
Station 4 and our Training facility.
CONTINUE TO CREATE, REFINE AND MAINTAIN EFFECTIVE ADMINISTRATIVE SUPPORT FOR ALL FIRE DEPARTMENT OPERATIONS AND
ACTIVITIES: • Encourage Fire and Emergency Services as a City Commission priority. • Continued implementation of the
Commission adopted Fire Protection Master Plan. • Review and reorganize responsibilities of administrative staff based on
organizational need. • Review Hazardous Materials and Disaster and Emergency Services Agreements between the City and County.
• Study the feasibility, methods and opportunities for fire department accreditation, and continued emergency service delivery
improvements. • Expand program planning and performance measure budgeting within the department.
ENHANCE AND UPGRADE DEPARTMENT FIRE PREVENTION PROGRAMS: • Comprehensively meet our fire prevention and inspection
obligations through the continued development of a Fire Prevention Bureau. • Continue to improve and enhance the department’s
life safety inspections and required self inspection program, home inspection programs, and other code enforcement activities.
TO MAXIMIZE UTILIZATION, EFFECTIVENESS, AND EFFICIENCY OF THE DEPARTMENT'S SERVICES. • Continue implementation of the
fire apparatus and equipment replacement program. • Continue to implement mobile data computer system. • Enthusiastically
participate in joint training and operations with mutual aid departments. • Improve project review record keeping process and
emergency response record keeping by providing a seamless interface with the Building Department 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.
DEVELOP INTERNAL SYSTEM 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. Review and revise as necessary.
Budget Highlights:
Addition of 2.0 FTE's for Battalion Chiefs.
Final Payment and Equipment Purchases for the Ladder Truck Replacement: $360,000
PROGRAM INFORMATION
City of Bozeman 125 FY14 Approved Budget
Department:FIRE
Activity:Public Safety
Defibrillator Replacement: $35,000
Accomplishments:
Anticipated for FY13: • Continue construction of Training Facility at lower yards. • Continue Implementation of 2006 Fire Protection
Master Plan Organizational Recommendations. • In coordination with the Police Department, build and improve community/Public
Safety relations through the development and implementation of new programs consistent with community need. • Conduct audit
of provided services, delivery methods, and fees of the fire inspection program. (efficiency, productivity, accountability) • Continue
refinement of 3 station response districts to reduce response times city wide. • Complete fleet mapping and portable/mobile radio
re‐programming related to trunked radio. • Work with water department to implement comprehensive community wide access to
defibrillation program. • Continue review of current administrative roles and responsibilities and work load to identify opportunities
for improved efficiency and service delivery. • Continue refinement of special operations programs including confined space rescue,
trench rescue, low and high angle rescue, and collapsed building response. • Explore opportunities for use of social media when
communicating with citizens. • Complete Fire Department Annual Report.
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 126 FY14 Approved Budget
Department:FIRE
Activity:Public Safety
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Emergency Operations: 6 Minute Response Time 100% of City within 6
Minutes (Commission
Adopted)
78.1%80%
PM02 Fire Prevention (FP): High Risk Locations requiring inspection
brought to completion: Bars ‐ Fire inspections
100%50%100%
PM03 FP: Bars ‐ Occupancy Checks100%100%100%100%
PM04 FP: Sororities & Fraternities100%100%100%100%
PM05 FP: Schools100%100%100%100%
PM06 FP: Montana State University100%100%100%100%
PM07 FP: Business License Inspections100%100%100%100%
PM08 Training (T): Firefighters completing certification of those
required to attend specific classes: Haz Mat IC
100%100%100%100%
PM09 T: EMT/Paramedic Refersher100%100%100%100%
PM09 T: Haz Mat Technician100%100%100%100%
PM10 T: Firefighter 1100%90%90%90%
PM11 T: Firefighter 2100%20%70%70%
PM12 T: Car Seat Safety100%100%100%100%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM13 Fire Prevention: Annual Inspections as a percentage of
properties in need of inspection (not including new
construction) Total properties requiring inspection: 3,365
50%25%30%30%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 41.7541.7543.75 45.75
WL01 Fires 757591
City of Bozeman 127 FY14 Approved Budget
Department:FIRE
Activity:Public Safety
WL02 Rupture/Explosion 11 5
WL03 EMS/Rescue 1,4831,483 1,940
WL04 Hazardous Condition 202202 213
WL05 Service Calls 187187 145
WL06 Good Intent Calls 498498 494
WL07 False Calls 270270 326
WL08 Severe Weather/Other 3636 4
WL09 Total Calls 2,7522,752 3,222
City of Bozeman 128 FY14 Approved Budget
Department:FIRE
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
12.87%$3,624,448$4,090,978Salaries & Benefits$4,430,377$466,530
9.56%$409,236$448,358Operating$483,539$39,122
260.65%$121,964$439,864Capital$4,375$317,900
0.00%$0$0Debt Service$0$0
‐100.00%$150,000$0Transfers$150,000($150,000)
Totals $5,068,291 $4,305,648$4,979,200
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
3110Fire Administration ($115,960)‐21.28%$634,738$545,050$429,090
3120Fire Operations $807,817 21.87%$4,375,455$3,694,138$4,501,955
3130Operational Readiness ($26,530)‐56.65%$8,080 $46,830 $20,300
3140Fire Prevention $6,625 53.08%$32,965$12,480$19,105
3160Hazardous Materials $1,600 22.38%$17,053$7,150$8,750
3170Disaster & Emergency Services $0 0.00%$0$0$0
Totals $5,068,291 $4,305,648 $4,979,200
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $463,552 11.37%$4,874,923 $4,077,784$4,541,336
113Fire Impact Fees ($150,000)‐100.00%$186,978$150,000$0
183Fire Department Special Revenue $0 0.00%$6,390$0$0
187Fire Capital & Equipment Replacement $360,000 462.34%$0$77,864$437,864
Totals $5,068,291 $4,305,648 $4,979,200
City of Bozeman 129 FY14 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
Program Description:
The Building Inspection Division budget unit accounts for expenditures utilized to monitor construction projects within the City of
Bozeman as allowed by state law and as adopted by the City Commission. The intent of this budget unit is to provide guidance and
to enforce minimum building code standards 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.
Major Objectives:
COMMUNICATION & COORDINATION: • Continue working with the Planning and Engineering departments to improve
communications between our departments and our customers. • Continue working with all city departments to simplify the overall
permitting process and to help with in‐house city building renovation and remodel projects. • Continue working to improve
communications with City Administrators and the City Commissioners.
CUSTOMER SERVICE: • Work in conjunction with the Planning and Engineering departments to develop and implement an improved
and more efficient building permit issuance procedure. • Work with the Planning Department to promote adoption of the
International Property Maintenance Code during the current fiscal year and to both develop and implement a Voluntary Rental
Safety Inspection Program for rental units within the Bozeman City limits. • Provide technical advice and consultation for all City
departments to help facilitate in‐house city projects and minimize costs to the taxpayer. • Upgrade technology as described below.
TECHNOLOGY: • Upgrade and integrate software to allow Building Division customers online access to permit and project files. •
Purchase software and integrate handheld devices or laptops into field inspection procedures to allow for more efficient and
consistent field inspections and inspection documentation. • Purchase software and hardware systems to allow for online plan
submittal and work towards providing a complete electronic plan review process for our customers.
Budget Highlights:
* $100,000 ‐ Software Upgrades and Equipment Purchases for Electronic Plans Submittals and Permits.
* $44,956 Payment of the City's Administrative Overhead Allocation
* $25,000 In‐State training (no out of state training budgeted this year)
* $15,000 Gas & Oil for building inspector travel to job sites
* $13,000 to replace 4 Computer/Printer systems due to security issues and outdated operating systems.
* Addition of 1.0 FTE for a Plan Check Engineer and 1.0 FTE for a Fire Inspector.
* Code Compliance Officer (1.0 FTE) moved to the Police Department.
Accomplishments:
Work to accomplish Department's major objectives throughout the year.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 130 FY14 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Residential Plan Reviews: Within Standard75% w/in 2 weeks 91%95%100%100%
PM02 Commerical Plan Reviews: Within Standard75% w/in 4 weeks 100%98%100%100%
PM03 Fast Track Plan Reviews: Within Standard90% w/in 1 week 100%NANA None
PM04 Frame Inspections: Within Standard (1 audit/month/employee)90%90%92%95%100%
PM05 Commercial Plan Checks: Within Standard (1
audit/month/employee)
90%92%95%95%95%
PM06 Residential Plan Checks: Within Standard (1
audit/month/employee)
90%95%95%98%100%
PM07 Final Inspections: Within Standard (1 audit/month/employee)90%95%95%95%95%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM11 Average Daily Inspections per Inspector 15 16.4520.2520 18
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 10.5510.5510.55 12.55
WL01 Commercial Permits: Number 802464486 500
WL02 Commercial Permits Valuation $88M$42M$36M Q1‐2$50M
WL03 Residential Permits: Number 2,8121,549601 Q1‐2 1,600
WL04 Residential Permits Valuation $54M$79M$54M Q1‐2 $100M
WL05 New Permits: Single Family Dwellings 147244160 for Q1‐2300
WL06 New Permits: Multi‐Unit Dwellings 1028121 for Q1‐2 200
City of Bozeman 131 FY14 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
29.42%$731,428$946,626Salaries & Benefits$617,587$215,198
17.27%$155,188$181,984Operating$170,317$26,796
0.00%$100,000$100,000Capital$0$0
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $787,904 $986,616$1,228,610
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
3210Building Inspection Operations $241,994 24.53%$787,904$986,616$1,228,610
3220Life Safety $0 0.00%$0$0$0
Totals $787,904 $986,616 $1,228,610
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
115Building Inspection Fund $241,994 24.53%$787,904 $986,616$1,228,610
Totals $787,904 $986,616 $1,228,610
City of Bozeman 132 FY14 Approved Budget
Department:PARKING
Activity:Public Safety
Program Description:
Under the authority of the Bozeman Parking Commission (BPC), the Parking Enterprise Fund consists of Downtown Parking, the
MSU Residential Parking District, and the High School Residential Parking District. Additional jurisdiction of the BPC includes Bridger
Park Downtown, the City’s 435‐space parking garage. The BPC directly supervises the City’s parking manager, who, in turn, oversees
the Parking Enforcement staff (3.50 FTE). There are three sources of revenue: citations, permits for the MSU and high school
residential districts, and Bridger Park Downtown’s daily and monthly incomes. Parking expenses include wages for the parking
manager, parking clerk, and enforcement staff; maintenance and utilities of surface lots and Bridger Park Downtown; citation
notifications; and seasonal snow removal.
DOWNTOWN PARKING: Consists of the business district bounded by Broadway to the east, 5th Avenue to the west, Mendenhall
Street to the north, and Babcock Street to the south. Enforcement is done six days per week and consists of timed parking using
walking patrols. Primary infractions include overtime violations, handicapped parking violations, and restricted zone violations.
MSU RESIDENTIAL: The district encompasses approximately 212 city block faces, primarily north and west of the MSU campus.
Enforcement is done five days a week, year round. Primary violations include failure to purchase or affix residential permit and
restricted zone violations.
HIGH SCHOOL RESIDENTIAL: The district encompasses approximately 58 city block faces, primarily east of the high school.
Enforcement is possible five days a week during the school’s academic year, but generally consists of two or three patrols per week,
on a varying schedule. Primary violations include failure to purchase or affix residential permit and restricted zone violations.
Major Objectives:
MISSION: 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 public parking assets to best serve the needs of the public. • Seek to acquire additional public
parking as needed. • Make the parking operations fiscally sound and self‐sufficient. • Provide consistent parking enforcement and
educate public whenever possible to minimize parking conflicts. • Make parking options and areas functional and attractive. • Plan
for and respond to changing parking needs in the districts. • Provide parking alternatives for bicycles, motorcycles, and other
transportation methods. • Work cooperatively with local government partners. • Provide for the safe movement of pedestrian and
vehicle traffic.
Budget Highlights:
FY14: Parking enforcement gained 1 FTE from the Police Department.
Accomplishments:
FY13 is projected to have a positive bottom line as is the FY14 budget. These positive numbers are in contrast to many years of
operating in the red. As the services and parking options provided to the public and business community improve, so does the
positive public perception of the parking department. FY13 has continued to see increased awareness and usage of the public
parking facilities, especially the Downtown garage. Permit sales have continued to increase as general usage increases from local
businesses, downtown employees, and general visitors. Overall, parking has seen a noticeable improvement in both services
provided and the public perception while achieving a positive financial outcome.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 133 FY14 Approved Budget
Department:PARKING
Activity:Public Safety
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 4.754.504.50 5.50
WL01 Courtsey Citations Written (no charge)n/a2,7542,5002,500
WL02 Parking Lots: Spaces Managed & Maintained 174188188 188
WL03 Parking Lots: Managed & Maintained 444 4
WL04 Parking Garages: Number Managed & Maintained1 Downtown Garage 1111
WL06 Total Citations Written 9,7008,8839,000 10,000
City of Bozeman 134 FY14 Approved Budget
Department:PARKING
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
23.88%$213,618$264,636Salaries & Benefits$199,612$51,018
5.04%$203,232$213,475Operating$790,615$10,243
‐100.00%$50,000$0Capital$0($50,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $990,227 $466,850 $478,111
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
3310Parking Administration $4,209 2.07%$190,434$203,765$207,974
3320Parking Operations/Enforcement $54,027 38.48%$114,955$140,385$194,412
3330Parking Garage Operations ($46,975)‐38.28%$684,838 $122,700 $75,725
Totals $990,227 $466,850 $478,111
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
650Parking Enterprise Fund $11,261 2.41%$990,227 $466,850 $478,111
Totals $990,227 $466,850 $478,111
City of Bozeman 135 FY14 Approved Budget
Department:PUBLIC WORKS ADMINISTRATION
Activity:Public Service
Program Description:
The Public Works Administration budget unit includes the Director of Public Works and Engineering. The Director of Public works
has oversight responsibilities for water, sewer and storm water utilities, streets maintenance, signs and signals, vehicle
maintenance, solid waste, and engineering. The Director also manages the City's asset management and deferred maintenance
programs. Code enforcement on sidewalk snow removal and weed control has also been completed by the engineering division but
these enforcement activities will be transferred to the Police Department in FY 2014. Engineering will support the Police
Department in securing contracts for snow and weed removal services. As delegated by the City Manager, the Public Works Director
reviews and issues parade, public assembly, and downtown sidewalk permits. The Engineering Division provides technical
engineering in the preparation, review, and oversight in the planning, design, construction inspection and construction
management of the City’s Public Works facilities including water treatment and distribution, wastewater collection and treatment,
storm water collection and treatment, streets (with appurtenant curb, gutter, sidewalk and drainage facilities), traffic control
facilities, solid waste, and other facility and infrastructure projects. The division establishes and maintains current City infrastructure
standards and assures compliance with city, county, state, and federal rules, regulations, codes, and engineering standards. The
engineering division assists other City departments with engineering services. The engineering division also maintains the City’s
infrastructure files and records, maps, plats, property ownership and other records; participates in the review and approval of
subdivision, annexation, and zone code / development proposals for conformance with established standards; coordinates
infrastructure work with county, state, and federal agencies; administers the EPA‐mandated wastewater pretreatment program and
the DEQ‐mandated Phase II storm water program; and administers the city’s flood plain ordinance, sidewalk repair and installation
programs. The Engineering Division also designs infrastructure improvements such as water and wastewater main replacements,
and street reconstruction. The City Engineer also oversees the Bozeman Solvent Site superfund site and landfill monitoring activities.
In FY14, GIS Division was added.
Major Objectives:
• To coordinate the activities of the Public Works department divisions. • To establish and maintain policies, procedures and
protocol for conducting the department's functions. • To assist the City Manager and Administrative Services Director in reviewing
enterprise fund revenue and expense forecasts for rate 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, and
transportation facilities are implemented in a cost‐effective manner, and that all City infrastructure improvements are constructed
in a quality manner to provide reliable service for the public’s immediate and long‐term needs. • To assist all City departments in the
engineering design and/or the procurement of specialized engineering services. *To effectively manage the City's public works assets.
Budget Highlights:
FY14: Gain 0.3 FTE as part of GIS is moved to this department
Accomplishments:
FY13: Substantial completion of the $54 million Water Reclamation Facility construction contracts. Substantial progress on the
construction of the $40 million Water Treatment Plant construction contracts. Completion of the integrated water resource plan.
Design of water replacement on Mendenhall Street. Oversaw contract for sidewalk replacement. Administration of streets and
overlay projects. Reviewed over 25 private water/sewer/street and storm water projects.
PROGRAM INFORMATION
Adopted Work Plan Items:
The Public Works Administration Department is working to fulfill the following Adopted Work Plan Items:
#5 ‐ Complete an integrated water resource plan and develop implementable solutions to achieve long term water security.
The consultants have finalized the various water supply and conservaƟon porƞolios and a final report is being completed. Current
the tentative plan is to present the final report to the Commission in August 2013. At the same time, public outreach materials are
being developed.
City of Bozeman 136 FY14 Approved Budget
Department:PUBLIC WORKS ADMINISTRATION
Activity:Public Service
#6 – Improve asset management program utilizing Cityworks and GIS for decision making and customer service for each public works
division.
CompleƟng this iniƟaƟve requires three major components including:
‐ Entering over 1,500 projects idenƟfied in master plans and maintenance projects into GIS‐ based database to prioriƟze and map
locations.
‐ With the recent installaƟon of CityWorks maintenance and management system, acƟviƟes and costs will soon be tracked. The
water and sewer crews were trained in early summer 2013 and the training for the streets department should be completed by late
July, early August.
‐ A criteria for scoring projects based on service level and risk is being developed along with a long term (15 year) prioriƟzed capital
program.
City of Bozeman 137 FY14 Approved Budget
Department:PUBLIC WORKS ADMINISTRATION
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 8.1510.0010.00 10.00
WL01 Workload Reflected in the Following Charts of Total Public
Infrastructure Projects.
Attached
City of Bozeman 138 FY14 Approved Budget
PRIVATE WATER AND SEWER PROJECTS 1/1/12 TO 12/31/12
WATER (LF)SEWER (LF)$VALUE 1
1 Northside Granary Fire Service Line 76 3,040
2 Deaconess Hospital Fire Service 42 1,680
3 Ostermans Fire Service Lines 132 5,280
4 Town Pump #7 653 252 33,680
5 Olive Garden Fire Service Line 220 8,800
6 CVS Fire Service Line 58 2,320
7 Comfort Suites 950 670 58,100
8 Baxter Springs Condos Fire Service Line 186 7,440
9 City Brew Fire Service Line 60 2,400
10 My Place Fire Service Line 250 10,000
11 8th Elementary School 1110 44,400
12 *122 W. Main Fire Service Line 235 9,400
13 *HRDC Annex Fire Service Line 40 1,600
14 *Tempest Court Fire Service Line 315 12,600
15 *Haggerty Apartments 443 316 27,200
16 Deaconess Hospital Main Relocation 475 19,000
17 *South University District 4851 2264 261,960
18 Trout Meadows Ph. 2 Fire and Domestic Lines 398 15,920
19 Springhill Presbyterian Church 1623 232 71,880
20 Mountain View Building Fire Service Line 333 13,320
21 Southbridge Subdivision 334 13,360
TOTAL 12,784 3,734 623,380
Total 2011 11,661 3,482 570,900
PUBLIC WATER AND SEWER PROJECTS 1/1/12 TO 12/31/12
WATER (LF)SEWER (LF)$VALUE 1
1 WTP Upgrade N/A 26,879,130
2 WWTP Modifications N/A 36,362,233
3 2012 Water Renovations 2367 471,232
4 *2012 Sewer Rehab 9,500 1,226,145
TOTAL 2367 9500 64,938,740
PRIVATE STREET AND STORM SEWER PROJECTS 1/1/12 TO 12/31/12
STREETS (LF)STORM SEWER (LF)$VALUE 1
1 Southbridge Subdivision 2460
2 *South University District 5292 3390 566,400
3 8th Elementary School 1292 96,900
4 Comfort Suites 890 320 82750
5 Town Pump #7 0 426 21300
TOTAL 9,934 4,136 767,350
Total 2011 14,609 3,345 1,262,962
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
ENGINEERING DEPARTMENT
DETAILED 2012 WORK LOAD SUMMARY
I. CONSTRUCTION PROJECTS
City of Bozeman 139 FY14 Approved Budget
Page 2
SIGNALIZATION/INTERSECTION IMPROVEMENTS
Location Description $Value
Total 0
PUBLIC STREET AND STORM SEWER PROJECTS 1/1/12 TO 12/31/12
STREETS (LF)STORM SEWER $VALUE 1
S. 8th Ave Reconstruction 3,268 720 1,274,385
*West College 19th to Main 3,168 2558 6,848,990
O'Connell Storm Drain Improvements 0 112 5,600
TOTAL 6,436 3390 8,128,975
Work Description Final Cost
2012 Street Improvements $364,875.00
Mill and overlays, chip seals, curb replacement, and
pavement markings
1 Misc. Curbcut/Sidewalk Permits Issued:
2 2012 Weed Abatement/Sidewalk Obstruction Enforcement:
52 notifications (142 lots)
66 complied (lots)
76 did not comply (lots)
$7,295 contractor costs for mowing/hedge trimming
3 Encroachment Permits Processed:36
4 Street Cut Permits Processed:37
Permit Fee Total:$11,539.88
Degradation Fee Total:$9,789.88
5 Downtown Streetscape Project $107,065.00
6 Westside Shop Sidewalks $15,073.52
7 Flood Plain Permits Processed 6
8 Montana Opticom Project
9 *N. 7th Lighting Improvements 574,485.00$
PROJECT ENGINEER FEE EST. COMP.
1 WWTP Construction HDR/MM $4,767,571 2013
2 Integrated Water Resources Plan AE2S $186,750 2013
3 WTP Upgrade HDR/MM $3,197,819 2013
4 2008 Sewer Rehab (Amended)Great West $74,650 2013
5 Water Renovations Field Survey MM $83,527 2012
COST SUBTOTAL $8,310,317
***************STREET/TRANSPORTATION/MISC.************
N. 7th Lighting MM $58,733 2013
Sourdough Timber Mgmt. Implement.Peak Forestry $10,000 On going
E. Peach Street Design MM $36,941 2013
COST SUBTOTAL $105,674
SIDEWALKS / CURBCUTS / WEEDS / MISC.
II SERVICE CONTRACTS OVERSIGHT
*******************WATER & SEWER****************
CITY OF BOZEMAN STREET IMPROVEMENTS/MAINTENANCE
City of Bozeman 140 FY14 Approved Budget
********************LANDFILL***************************
Gas/Groundwater Monitoring,Tetratech $55,000 On going
Well Abandoment, Gas Control
Landfill Post-Closure Plan Great West $7,500 On going
COST SUBTOTAL $62,500
2012 TOTAL SERVICE CONTRACTS $8,478,491
2011 TOTAL SERVICE CONTRACTS $8,794,780
City of Bozeman 141 FY14 Approved Budget
Department:PUBLIC WORKS ADMINISTRATION
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
640.69%$14,297$105,896Salaries & Benefits$2,256$91,599
106.05%$40,812$84,094Operating$43,281$43,282
#Div/0!$0$25,000Capital$477,763$25,000
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $523,300 $55,109 $214,990
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
4010Public Services Administration $56,023 1106.74%$13,914 $5,062 $61,085
4020Engineering $21,231 66.65%$25,005$31,854$53,085
4025GIS $68,540 #Div/0!$0 $0 $68,540
4030Snow Removal Enforcement $14,087 84.64%$2,941$16,643$30,730
4040Weed Cutting Enforcement $0 0.00%$1,710$750$750
4050Sidewalk Repair Program $0 0.00%$0$800$800
4060Sidewalk & Curb Construction $0 0.00%$0 $0 $0
4070Construction $0 0.00%$479,730$0$0
Totals $523,300 $55,109 $214,990
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $159,881 290.12%$43,570 $55,109 $214,990
500Construction Funds $0 0.00%$479,730$0$0
Totals $523,300 $55,109 $214,990
City of Bozeman 142 FY14 Approved Budget
Department:STREETS
Activity:Public Service
Program Description:
GOAL: The goal of the street maintenance division is to help provide for a network of safe roadways for the traveling public and
access to desired destinations such as emergency services, schools, employment, shopping, community services, or other facilities in
a quick, convenient, safe and comfortable manner while minimizing harmful effects on the environment.
STREET MAINTENANCE FUND: The street maintenance district division accounts for the expenditure of special assessments 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. Assessments are levied on each piece of property within the City limits and are recorded on the
property owners SID notices annually. Collection takes place in November and May and provide the revenues for the street
maintenance district program. Any unexpended balances are available for reappropriation next fiscal year. The costs incurred in
maintaining streets, alleys, and other public places within the maintenance district are assessed against each property within the
district based on the assessable area of the property as a percentage of the entire assessable area of the 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 (MDT). Section 15‐70‐101 MCA provides that MDT shall allocate gas tax
revenues to cities, towns, and counties. One‐half of the City's allocation 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.
Major Objectives:
• Implement an efficient pavement management plan, in turn creating yearly maintenance programs for failing street infrastructure.
• Develop and design efficient truck by‐pass routes and effective arterial and collector street networks for moving traffic through the
City. • Maintain streets and alley right‐of‐ways to allow traffic to move in a safe and prudent manner. • Improve the quality of
summer and winter street maintenance work in an effort to resolve traffic congestion by implementing better street routing and
signalization procedures. • Continued use of alternative fuels when available and affordable 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 and MDT.
Budget Highlights:
• Curb Replacements are planned along South Willson (Cleveland – Koch), Ɵmed with the street mill and overlay. • Street
ReconstrucƟon is scheduled on a segment of Story Street.• Street Mill and Overlay projects are planned on: Ferguson Avenue,
Technology Boulevard, North 21st Street, South 20th Street, and South Willson (above.) • Replace one Single Axel Dump Truck
$143,000 • Purchase Vibratory Drum Asphalt Compactor $35,000
Accomplishments:
In FY12: • Continue sidewalk panel repair and replacement program • Increase use of alternative fuels when available and
affordable. • 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 business and
commercial alleys. • Continue bike lane sweeping route and schedule. • Work with Streamline on bus stops and signage.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 143 FY14 Approved Budget
Department:STREETS
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Potholes: Summer Patched Holding 6 Months Later 90%90%95%95%97%
PM02 Potholes: Winter Patches Holding 6 Months Later50%35%50%50%50%
PM03 Potholes: Response to Citizen Notification (repairs w/in 7
working days)
90%85%100%100%100%
PM04 Ease of Travel by: Car100%NA45%60%60%
PM05 Ease of Travel by: Bicycle100%NA45%60%70%
PM06 Ease of Travel by: Walking100%NA65%70%70%
PM07 Snow Route Plowing Completed: Arterials & Collector Routes100%100%90%100%95%
PM08 Snow Route Plowing Completed: Commercial Route100%100%100%100%95%
PM09 Residential Street Plowing Completed100%80%80%80%80%
PM10 Emergency Call Response: Within 1 hour of Notification
(weekdays)
100%100%100%100%100%
PM11 Right Of Way Mowing Completed: within 3 weeks of Start UpTarget 100% initial mowing 90%90%100%100%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM13 Potholes: Labor Hours per Repair Target < 0.5 hrs 0.6 hrs0.6 hrs0.5 hrs0.5 hrs
PM14 Potholes: Repairs > 3" deep & 6" wide (Within 2 Days of
Notification)
2 2222
PM15 Potholes: Repairs < 3” deep & 6” wide (Within 7 Days of
Notification)
7 5555
PM16 Shoulder Blocks of Right‐of‐Way Mowed per Day 20‐25 232325 25
PM17 Alley Blocks Trimmed of Brush & Debris per Day15‐20 202020
PM18 Graveled Streets Graded1,000 9001,0001,000 1,000
City of Bozeman 144 FY14 Approved Budget
Department:STREETS
Activity:Public Service
PM19 Alley Blocks Graded & Surface Material Placed per Day8‐10/grader 121212 12
PM20 Crack Sealing: Lineal Feet per Labor Hour 80‐90 feet 100100100 100
PM21 Curb Miles of Streets Swept per Day 35‐40 miles 505050 50
PM22 Streets Plowed & Sanded: Normal Snowfall14 lane‐miles/hr 121414 14
PM23 Streets Plowed & Sanded: Heavy Snowfall 10 lane‐miles/hr 8101010
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 17.6217.6217.62 18.62
WL01 Street & Alley Mileage 235237246 247
WL02 Curb Replaced: Lineal Feet 0630756 800
WL03 Pedestrian Ramps Installed 414035 (incl S. 8th)8
WL04 Miles Chip Sealed 2.93 3.5 3.5
WL05 Miles Paved (Includes Asphalt Millings)1.491.501.25 1.25
WL06 Miles Graveled 332.53
WL07 Miles of Street Millings 1.491.201.25 1.0
WL08 Crack Sealer Used: Pounds 4,2005,7006,000 5,500
WL09 Signs Installed 187145150 160
WL10 Signs Repaired 5359751,000 1,000
WL11 Lane Miles Painted 40.34143 44
WL12 Lane Miles Plowed and Sanded 1,1001,1501,200 1,200
WL13 Crosswalks Painted 78114120 130
WL14 Crosswalks Hot Tape Applied 251620 25
City of Bozeman 145 FY14 Approved Budget
Department:STREETS
Activity:Public Service
WL15 Miles of Yellow Curb Painted 1122.522.5 23
WL18 Curb Miles of Streets Swept 10,00010,50012,000 12,000
WL19 Signal Lights Maintained 677373 74
WL20 Flashing Yellow Lights Maintained 261212 12
WL21 Dead Animals Picked Up 242025 25
WL22 Leaves Collected: Tons 1,0201,000960 1,000
WL24 Street Closures for Special Events 282121 21
WL26 Miles of Sidewalk Plowed 222 2
WL27 Signal Repairs 340370380
City of Bozeman 146 FY14 Approved Budget
Department:STREETS
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
3.23%$1,270,442$1,311,538Salaries & Benefits$1,179,095$41,096
11.49%$1,567,324$1,747,452Operating$1,513,431$180,128
‐65.52%$5,758,223$1,985,383Capital$2,353,424($3,772,840)
‐5.62%$270,197$255,000Debt Service$205,173($15,197)
0.00%$30,150$30,150Transfers$59,550$0
Totals $5,310,673 $8,896,336$5,329,523
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
4110Street Operations ($4,426,146)‐60.87%$2,589,003$7,270,975$2,844,829
4120Street Maintenance $0 0.00%$637,572$659,500$659,500
4130Street Construction $699,803 194.01%$1,466,659 $360,712 $1,060,515
4140Snow & Ice Removal $0 0.00%$0$0$0
4150Street Lighting $32,000 8.58%$404,077$373,000$405,000
4171Traffic Signs & Markers $127,530 54.93%$213,362$232,149$359,679
Totals $5,310,673 $8,896,336 $5,329,523
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $0 0.00%$112,212 $113,919 $113,919
108Community Transportation Fund $0 0.00%$222,493$30,515$30,515
110Gas Tax Fund $0 0.00%$615,687$659,500$659,500
111Street Maintenance Fund $841,687 28.18%$2,658,942$2,986,902$3,828,589
114Street Impact Fees ($4,440,500)‐92.69%$1,362,445$4,790,500$350,000
129Special Projects $0 0.00%$2,060$0$0
146Lighting Districts $32,000 10.16%$336,834$315,000$347,000
500Construction Funds $0 0.00%$19$0$0
Totals $5,310,692 $8,896,336 $5,329,523
City of Bozeman 147 FY14 Approved Budget
Department:STORM WATER
Activity:Public Service
Program Description:
The Storm Water department was created to better manage the City's ongoing state and federal storm water permit requirements.
Prior to creation of this department (in the years up to Fiscal Year 2013), storm water issues have been addressed by a number of
departments: Street Maintenance, Engineering, Public Services Administration, Water and Sewer Operations, Planning ‐ Code
Enforcement, and GIS/Information Technology. In the first few years of this department, we anticipate both a migration of duties
from other departments, a sharing of expertise and equipment, as well as the initiation of new storm water system mapping,
condition assessment and improvement efforts.
Major Objectives:
To better maintain the City's existing storm water infrastructure. To improve the quality of the City's mapped storm water data. To
plan for and construct necessary storm water improvements. To ensure compliance with state and federal standards and permit
requirements.
Budget Highlights:
Additional staff share of 0.33 FTE for the Public Works Technician to assist with permit requirements and sampling.
Accomplishments:
The Storm Water Utility is in progress of completing an intense mapping effort. We have retrofit an van to conduct TV inspections of
the storm water system. GIS has initiated research on various rate models.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 148 FY14 Approved Budget
Department:STORM WATER
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Storm Water Infrastructure System Mapped100%20%10%40%70%
PM12 Citizens Rating Street Cleanliness as Satisfactory90%NA60%75%75%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 0.000.001.00 1.00
WL16 Storm Inlets Maintained 5,3505,5005,5505,560
WL17 Storm Manholes Maintained 356364370370
WL23 Frequency of Residential Streets Swept 334 4
WL25 Miles of Creek Maintained 111 1
City of Bozeman 149 FY14 Approved Budget
Department:STORM WATER
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
20.42%$73,296$88,263Salaries & Benefits$0$14,967
‐14.87%$43,844$37,323Operating$0($6,521)
‐100.00%$130,000$0Capital$0($130,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $0 $247,140 $125,586
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
4510Admin, Enforc. + Mapping $8,446 7.21%$0$117,140$125,586
4520Operations and Mtc ($130,000)‐100.00%$0$130,000$0
4530Construction $0 0.00%$0 $0 $0
Totals $0 $247,140 $125,586
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
670Storm Water Fund ($121,554)‐49.18%$0 $247,140 $125,586
Totals $0 $247,140 $125,586
City of Bozeman 150 FY14 Approved Budget
Department:WATER TREATMENT PLANT (WTP)
Activity:Public Service
Program Description:
The Water Treatment Plant (WTP) budget unit accounts for the costs associated with maintaining a quality drinking water supply for
the City of Bozeman. The City has two treatment plants: The 15 million gallon per day (MGD) Sourdough Plant and the 3.7 MGD
Lyman Creek Plant. All plants are operated 24 hours per day, 365 days per year. There are 5 Operators, 2 Forepersons, 1 Lab and
Compliance Coordinator, and a Superintendent as of FY12. The Operators are responsible for monitoring all drinking water in the
distribution system in accordance the Safe Drinking Water Act. This job requires one operator a minimum of 7 hours per day, 7 days
per week. More than 12,500 water quality tests are run annually. The WTP Operators are also responsible for the operation and
maintenance of the Hyalite Intake, the Sourdough Intake, and for three finished water storage tanks. 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 Reservoir Level.
The Sourdough WTP was completed in 1983 and had a rated capacity of 10 MGD. The plant was expanded during FY93 to add an
additional 5 MGD for a total capacity of 15 MGD. Major operating expenses of the water plant include staffing, maintenance,
chemicals, and utilities. The Sourdough Tank repair project was completed in FY09. This project included structural repairs to and
reinforcement of the tank and the replacement of several major valves. A piloting project for a 22 MGD ‐ expandable to 36 MGD ‐
membrane filtration plant was completed early in FY10. Final design of the plant was completed in FY11. Construction started FY12
and is expected to be completed in FY14. This is a replacement for the current 15 MGD direct filtration/granular media Sourdough
WTP.
The new Hyalite raw water intake, pipeline, and connection building was completed in FY07. Construction of guardrails on the
Hyalite Canyon Road for protection of the Hyalite source water was completed in FY10. This was a cooperative project between the
City and the US Forest Service. The City, through the use of a $100,000 grant, provided funding for the design of the guardrails. The
Forest Service provided funding for construction. A holistic water‐resources planning project is slated to be completed in FY13, this
is the Integrated Water Resource Plan.
The Hilltop Tank painting project was completed in October 2008
The Lyman Creek WTP underwent a $2.6 Million 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 Plant expansion project was completed in FY10. Plant capacity was
increased to 3.7 MGD. The Lyman Tank Leakage Dechlorination Project was completed in FY12.
Major Objectives:
MISSION:
• Protect the public health through opƟmizaƟon of the Sourdough Creek and Lyman Creek Water Treatment Plants. • Maintain
high‐quality drinking water of low turbidity, void of contaminants. • Meet the water supply demands of the City of Bozeman. •
Monitor and maintain water treatment plant faciliƟes to ensure current needs are met and to anƟcipate future water quality and
quantity needs.
Budget Highlights:
Completion of the Sourdough Water Treatment Plant construction project.
Water Conservation Programs $50,000
Addition of 1.0 FTE for Water Conservation Specialist
Resurfacing Hilltop Tank Driveway $4,000
Accomplishments:
Anticipated for FY13: • Provide adequate quantity and quality water to our ratepayers with zero state or federal violations •
Continue implementing the Water Facility Plan • Continue to optimize the Sourdough and Lyman Water Treatment Plants •
Continue Construction on the Replacement Sourdough Water Treatment Plant • Continue Implementing a Water Conservation
Program • Complete development of a Integrated Water Resource Plan
PROGRAM INFORMATION
City of Bozeman 151 FY14 Approved Budget
Department:WATER TREATMENT PLANT (WTP)
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Adequate Tank Reserves (40%): Drinking & Fire Fighting Water100%100%100%100%100%
PM02 Fluoride Levels: Between .85 and 1.25 PPM Daily Average100%90%84%100%100%
PM03 Maintain Chlorine Residual According to EPA Requirements for
Inactivate Giardia Cysts
100%100%100%100%100%
PM04 Optimize Water Quality by Maintaining Lowest Possible WTP
Effluent NTU: State Requirement < 0.3 NTU
100%100%100%100%100%
PM05 Optimize Water Quality by Maintaining Lowest Possible WTP
Effluent NTU: WTP daily average, Goal = < 0.11
98%100%100%100%100%
PM06 Optimize Water Quality by MaintainingLowest Possible WTP
Effluent NTU: WTP High Daily Individual Filter, Goal = < 0.21
98%100%100%100%100%
PM07 Repair & Maintenance: Unscheduled Completed within 2 weeks100%100%100%100%100%
PM08 Repair & Maintenance: Scheduled Completed within 7 days95%98%100%98%100%
PM09 Operator Certification: 10 Hours of Annual Training100%100%100%100%100%
PM10 Sample & Test Distribution System Water Quality per State and
Federal Requirements: 10,000 readings/tests per year
100%100%100%100%100%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM11 Price per Million Gallons of Water Treated Annually (driven by
weather)
$894$845$905 $986
PM12 Plant Capacity Per Day15M gallons 18.7M18.7 M18.7 M18.7 M
PM13 Maximum Water Demand Per DayGallons 10.9 M10.5 M11 M 12 M
PM14 Average Water Demand per Day Gallons 4.7 M5.2 M5.5 M 5.5 M
PM15 Annual Water DemandBillion gallons 1,713 M1,910 M1,995 M 2,000 M
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 9.279.779.77 11.27
City of Bozeman 152 FY14 Approved Budget
Department:WATER TREATMENT PLANT (WTP)
Activity:Public Service
WL01 Plant OperationAvg Hrs/Day 22.32424 24
WL02 Laboratory Analysis & CollectionAvg Hrs/Day 6.56.57.5 8
WL03 Monitor Water Quality: Sourdough & Lyman Creek WTP’s.Avg Hrs/Day 242424 24
WL04 Diversion & Reservoir MonitoringAvg Hrs/Day 333 3
City of Bozeman 153 FY14 Approved Budget
Department:WATER TREATMENT PLANT (WTP)
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
17.20%$699,319$819,578Salaries & Benefits$696,449$120,259
8.65%$1,229,618$1,336,032Operating$1,315,961$106,414
‐100.00%$18,664,488$0Capital$9,093,034($18,664,488)
0.00%$786,699$786,699Debt Service$165,405$0
#Div/0!$0$2,750,000Transfers$0$2,750,000
Totals $11,270,849 $21,380,124$5,692,309
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
4610Water Plant Operations $2,976,673 109.61%$1,702,696$2,715,636$5,692,309
4620Water Plant Construction ($18,664,488)‐100.00%$9,568,153$18,664,488$0
Totals $11,270,849$21,380,124 $5,692,309
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
600Water Fund ($15,362,525)‐83.93%$11,166,767 $18,304,834$2,942,309
610Water Impact Fees ($325,290)‐10.58%$104,082$3,075,290$2,750,000
Totals $11,270,849 $21,380,124 $5,692,309
City of Bozeman 154 FY14 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Program Description:
The Water Operations budget unit accounts for the costs associated with operating and maintaining the City's water transmission
and distribution system. The Division is responsible for: locating, maintaining, and repairing existing water lines and appurtenances;
overseeing installation of new lines; and reading all meters monthly. Water Operations is also responsible for maintaining the City’s
two water pump stations. The Division maintains the entire water distribution system, ever mindful of its integrity and serviceability,
while maintaining potable water through this system.
Major Objectives:
• Maintain and locate the City's water distribution system including mains, fire hydrants, valves, meters, raw water transmission
mains, and pressure reducing valves and vaults. • Repair and replace water infrastructure as needed: hydrants, mains, valves, etc. •
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 annually. • Maintain an effective
water main directional flushing program in conjunction with a fire hydrant operation. • Flush 25% of all fire hydrants annually. •
Inspect all new water service installations in a timely manner. • Leak detect and repair the distribution system in a timely manner. •
Replace service lines as needed. • Continue a curb stop verification and serviceability program for customer service lines. •
Accurately read all meters monthly. • Resolve meter reading problems on a timely basis. • Maintain Backflow prevention and testing
program. • Respond to water distribution problems 24 hours a day 7 days a week. • Develop and maintain a comprehensive and
cost effective security system for our water distribution system. • Respond to all locate requests in a timely manner and accurately
locate all water infrastructures.
Budget Highlights:
Annual Pipe Replacement Projects (Deferred Maintenance) $974,165
Implementation of Fixed Base Meter Reading ‐ $60,000
Accomplishments:
•Increased replacement of water distribution system pipes, significantly enhances maintenance of the water distribution system.
•Implementation and use of at least three fixed base water meter receivers at Fire Station #1, City Shops, and 911 center. Other site
locations are being investigated .
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 155 FY14 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Water Main Break/Leak Repair: Within 4 hrs of Discovery100%100%2 @ 100%5 @ 100%5 @ 100%
PM02 Operate Every Valve: Annually 100%57%1,820 or 39%2,777 or 60%2,500 or 54%
PM03 Fire Hydrants: Bi‐annual Operation 100%12%755 or 32%700 or 30%700 or 30%
PM04 Flush Water Mains (recommended annually)100%20%20%20%20%
PM05 Meter Reading: Once per Month 100%100%100%100%100%
PM06 Damage to Other Utilities0 030 0
PM07 New Water Service Inspections 2 Hr X 1 with 4 hr Response90%90%157 or 90%210 or 90%220 or 90%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM08 Man‐Hour Cost: Per Hydrant Flow $84755 @ $69700 @ $70 700 @ $70
PM09 Man‐Hour Cost: Per Hydrant Replacement $2,8112 @ $7625 @ $2,500 4 @ $2,500
PM10 Cost Per Hydrant Repair $47462 @ $33040 @ $350 50 @ $360
PM11 Cost Per Curb Box Repair $41033 @ $28150 @ $30060 @ $300
PM12 Cost Per Water Service Repair $82757 @ $1,11535 @ $1,00045 @ $1,050
PM13 Cost Per Water Main Repair/Break $26,8252 @ $4,8064 @ $3,500 5 @ $4,000
PM14 Cost Per Renewed Water Service $2,61314 @ $3,11315 @ $3,000 15 @ $3,100
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 15.6215.6215.62 15.62
WL01 New Service Main Taps 3201520
City of Bozeman 156 FY14 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
WL02 Renewal Service Installations 5141515
WL03 Meter Replacement/Repair 467279550 550
WL04 Valve Operation 2,6391,8202,777 2,500
WL05 One‐Call Location Requests 3,5973,8684,600 4,800
WL06 Hydrant Flushing 29033%30%30%
WL07 Hydrant Replacement 325 5
WL08 New Water Service Line Inspections 167160190 250
WL09 Water Main Repairs 866 6
WL10 Fire Hydrant Repairs 626255 55
WL11 Water Main Valves Replaced 7193035
WL12 Water Main Valve Box Repairs 662530 30
WL13 Water Service Line Repairs 275730 35
WL14 Curb Box Repairs 433350 50
WL15 Water Main Breaks 121010
WL16 Commercial Cross Connection Survey 91150150 200
City of Bozeman 157 FY14 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐31.89%$1,337,658$911,069Salaries & Benefits$1,296,516($426,589)
1.98%$1,124,346$1,146,657Operating$8,408,170$22,311
‐31.45%$1,541,514$1,056,665Capital$1,079,350($484,849)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $10,784,036 $4,003,518$3,114,391
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
5010Water Operations ($737,194)‐31.15%$2,241,844$2,366,845$1,629,651
5020Utility Locates $200 2.76%$9,448$7,250$7,450
5030Water Services $0 0.00%$27,433 $35,000 $35,000
5040Water Construction ($209,055)‐17.34%$8,165,490$1,205,720$996,665
5050Reservoirs $0 0.00%$46,932$0$0
5060Meter Reading $54,422 17.92%$256,799$303,703$358,125
5070Hydrants $0 0.00%$11,051 $50,000 $50,000
5080Water Valves $2,500 16.67%$17,760$15,000$17,500
5090Main Repairs $0 0.00%$7,279$20,000$20,000
Totals $10,784,036 $4,003,518 $3,114,391
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
500SID Construction Funds $0 0.00%$336 $0 $0
600Water Fund ($889,127)‐22.21%$10,718,443$4,003,518$3,114,391
610Water Impact Fees $0 0.00%$65,593$0$0
Totals $10,784,372 $4,003,518 $3,114,391
City of Bozeman 158 FY14 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Program Description:
The Wastewater Operations budget unit accounts for the costs associated with providing and maintaining a wastewater collection
system for the City. The Division maintains a program of inspecting, cleaning, root cutting, repairing sanitary sewer mains,
manholes, and tapping for new wastewater stubs. Wastewater operations is also responsible for maintaining the City’s seven
sanitary sewer lift stations. The Television Inspection Division maintains a program of inspecting all new and existing sanitary sewer
main infrastructure. This division inspects existing infrastructure to determine deficiencies and to both recommend repairs and
prioritize capital improvements. This process enables us to minimize emergency callouts and customer service problems.
Major Objectives:
• Adequately maintain and locate the City's wastewater system including manholes, wastewater collection and transmission
systems, and lift stations. • Flush our entire collection system annually, minimizing stoppages. • Televise the existing sewer
infrastructure to determine problems and the overall condition of sewer mains, enabling repairs in a timely manner and prioritize
renovation projects funded through CIP. • Control sewer main root intrusion with an aggressive root cutting program. • Repair
breakdowns in mains. • Rebuild/replace manholes as needed. • Televise and inspect all new infrastructure following installation
prior to acceptance. • Replace service lines as required due to deficiencies caused by age, roots, etc. • Tap new service lines for
contractor installation. • Respond to sanitary sewer problems 24 hours a day 7 days a week. • Respond to all locate requests in a
timely manner and accurately locate all sanitary and storm sewer infrastructure
Budget Highlights:
Annual Pipe Replacement Projects (Deferred Maintenance) $1,003,150
Solvent Site Bio‐Remediation $565,365
Addition of 1.0 FTE Wastewater Operations Service Worker
Accomplishments:
•Increased replacement of wastewater collection system pipes, significantly enhancing maintenance of the wastewater collection
system.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 159 FY14 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Flush City Mains (trunk line not included)Annually 78 miles90 miles90 miles 90 miles
PM02 Root Cut Affected City Mains (do not root cut PVC only root cut
in areas with large trees)
Annually 49 miles49 miles50 miles 50 miles
PM03 Response Time: Sewer Back Up Calls (30 minute target)< 30 Min 100%100%100%100%
PM04 New Service Installation: 10 Working Days100%100%100%100%100%
PM05 TV Inspection of New Mains Prior to Acceptance100%100%100%100%100%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM06 Man‐Hour Cost Per Sewer Repair $1,7428 @ $1,82315 @ $1,900 20 @ $1,900
PM07 Man‐Hour Cost Per New Sewer Tap $1004 @ $1557 @ $150 10 @ $150
PM08 Man‐Hour Cost Per Manhole Repair $3806 @ $1,0425 @ $1,000 5 @ $1,000
PM09 Man‐Hour Cost per Sewer Backup $13115 @ $9312 @ $105 12 @ $110
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 10.2510.2510.25 11.25
WL01 Main Line Flushing 78.26 miles90 miles90 miles90 miles
WL02 Manhole Inspection (ring/lid/steps)100%100%100%100%
WL03 Main Line Root Cutting 49 miles49 miles50 miles 50 miles
WL04 Main Line Inspection TV 19 miles30 miles30 miles30 miles
WL05 Manhole Ring Replacement/Overlay Project 331010
WL06 New Infrastructure TV 0 mile1 mile0 mile 5 miles
City of Bozeman 160 FY14 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
WL07 Sewer Manhole Repairs 265 5
WL08 Main Line Repairs 102515 20
WL09 New Service Taps 44710
WL10 One Call Location Requests 3,5973,8684,600 4,800
City of Bozeman 161 FY14 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
80.76%$714,771$1,292,010Salaries & Benefits$598,057$577,239
‐5.55%$1,303,182$1,230,796Operating$5,894,077($72,386)
2.95%$1,040,000$1,070,650Capital$285,343$30,650
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $6,777,477 $3,057,953$3,593,456
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
5210Wastewater Operations ($485,647)‐16.16%$1,896,501$3,004,953$2,519,306
5220Utility Locates $500 12.82%$2,238$3,900$4,400
5230Wastewater Services ($3,000)‐37.50%$3,831 $8,000 $5,000
5240Wastewater Construction $1,025,650 #Div/0!$4,866,227$0$1,025,650
5250Manholes $0 0.00%$7,759$25,000$25,000
5260Televising $1,000 12.35%$716$8,100$9,100
5280Main Repairs ($3,000)‐37.50%$205 $8,000 $5,000
Totals $6,777,477 $3,057,953 $3,593,456
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
620Wastewater Fund $535,503 17.51%$6,607,320 $3,057,953$3,593,456
621Wastewater EPA Grant $0 0.00%$100,053$0$0
630Wastewater Impact Fees $0 0.00%$70,104$0$0
Totals $6,777,477 $3,057,953 $3,593,456
City of Bozeman 162 FY14 Approved Budget
Department:WATER RECLAMATION FACILITY
Activity:Public Service
Program Description:
The Water Reclamation Facility (WRF) budget accounts for the costs associated with the treatment of the City’s domestic,
commercial, and industrial wastewater. The WRF is an award‐winning plant that serves to protect and enhance the water quality of
the East Gallatin River.
PURPOSE: Ensure strict environmental compliance by discharging thoroughly treated water meeting or surpassing all state and
federal environmental standards. Through its beneficial reuse program, the WRF also maintains compliance with EPA Part 503 Bio‐
solids regulations. All plant bio‐solids are thoroughly digested and then land applied as a beneficial fertilizer or composted for soil
enhancement. The WRF is now nearing completion of a significant plant expansion and technology upgrade in order to meet the
growing demand for wastewater services in our community. This plant enhancement has also enabled the facility to begin removing
nitrogen and phosphorus compounds as well as conventional pollutants. To the extent possible, these plant improvements have
been funded, in part, by economic stimulus (ARRA) grants from the U.S. Environmental Protection Agency and through wastewater
impact fees.
Major Objectives:
• Protect and enhance the water quality of the East Gallatin River. • Consistently achieve compliance with all aspects of the city’s
Montana Pollutant Discharge Elimination System (MPDES) permit administered by the Department of Environmental Quality. •
Maintain the mechanical reliability of the water reclamation facility to ensure uninterrupted operations. • Optimize the operational
performance of each treatment process and maximize removal efficiency. • Comply with all EPA 503 Bio‐solids land application
requirements and regulations. • Minimize unpleasant odors.
Budget Highlights:
Purchase one replacement draft tube mixer for #1 Anaerobic Digester ‐ $42,000
Add Seasonal Staff for Grounds Keeping (0.5 FTE)
Add Seasonal Staff for Dredge Operations (0.6 FTE)
Share in 1/3 Costs of Public Works Technician for Permit/Sampling assistance (0.33 FTE)
Accomplishments:
In FY14 our staff will work to optimize overall plant performance and retrofit some of the small construction details that were left
unfinished or do not perform as expected. The completion of our new BNR facility represents the culmination of over 4.5 years of
planning, design, and construction in order to successfully bring a state‐of‐the‐art treatment facility to the City of Bozeman. The
City’s new BNR facility now includes a high performance bar screen and vortex grit removal system, a new primary effluent pumping
station, two new BNR bioreactor basins, a new anaerobic digester, standby emergency power, a screw‐press dewatering facility, and
UV disinfection. Also, with the addition of our new Lachat laboratory auto‐analyzer, our WRF staff has now started conducting a
host of new nutrient tests which were previously sent to outside labs.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 163 FY14 Approved Budget
Department:WATER RECLAMATION FACILITY
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Meet Final Effluent Discharge Permit Parameters for pH100%100%100%100%100%
PM02 Meet Final Effluent Discharge Permit Parameters for Ammonia
Nitrogen
100%100%99.2%100%100%
PM03 Meet Final Effluent Discharge Permit Parameters for E. Coli100%100%100%100%100%
PM04 Meet Final Effluent Discharge Permit Parameters for CBOD 5100%100%100%100%100%
PM05 Meet Final Effluent Discharge Permit Parameters for TSS100%100%100%100%100%
PM06 % CBOD Removal (% of carbonaceous biochemical oxygen
demand removed is a measure of the effectiveness of the
plant)
85%99%98%97%98%
PM07 % of Total Suspended Solids Removed85%98%97%97%97%
PM08 % of Acute Whole Effluent Toxicity Tests Passed on Final
Effluent
100%100%100%100%100%
PM09 Number of Plant Bypasses0 000 0
PM10 Meet EPA’s Part 503 Biosolids Regulations100%100%100%100%100%
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM11 Million Gallons of Wastewater Flow Treated Daily (MGD)5.78 5.644.605.70 4.80
PM12 Gallons of Wastewater Flow Treated Annually (MG)2,110 2,0591,6802,081 1,752
PM13 CBOD Plant Loading (lbs/day)8,580 11,18610,65012,00011,000
PM14 TSS Plant Loading (lbs/day)7,220 10,2559,20011,500 10,000
PM17 Total O&M Dollars per Million Gallons of Wastewater Flow
Treated Annually
NA $886$741$ 930$900
PM18 Total Salary and Benefit $$ Spent per Million Gallons of
Wastewater Flow Treated Annually
NA $463XXXXXX XXX
PM19 Annual $$ per Million Gallons of Wastewater Flow TreatedNA $136$210$155 $212
City of Bozeman 164 FY14 Approved Budget
Department:WATER RECLAMATION FACILITY
Activity:Public Service
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 15.8715.8716.37 17.47
WL01 Maintenance: PreventativeTasks 9569311,020 980
WL02 Maintenance: CorrectiveTasks 123840 40
WL03 Maintenance: Buildings & Grounds (Seasonal)Tasks 4121,120 hrsNA 960 hrs
WL04 BNR / Nutrient Removal Process Control TestsTasks 5,3707,200NA 7,200
WL05 Required MPDES Regulatory TestsTasks 6,5506,5506,550 6,550
WL06 Calibration of Lab EquipmentTasks 782835850 850
WL07 Population Served 42,60043,70044,200 45,000
WL08 Influent Flow (MGD)5.644.605.70 4.80
WL09 BOD Loading (lbs/day)11,18610,60012,000 11,000
WL10 TSS Loading (lbs per day)10,2559,20011,000 10,000
WL11 Biosolids Injected (Metric tons)627607NA 615
WL12 Acres Injected 439373 acresNA 400 acres
City of Bozeman 165 FY14 Approved Budget
Department:WATER RECLAMATION FACILITY
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
7.56%$1,043,132$1,121,952Salaries & Benefits$1,028,649$78,820
9.48%$1,429,051$1,564,542Operating$1,917,353$135,491
102.44%$41,000$83,000Capital$7,432,659$42,000
‐1.82%$2,057,480$2,020,000Debt Service$1,740,842($37,480)
0.00%$0$0Transfers$1,630,540$0
Totals $13,750,043 $4,570,663$4,789,494
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
5610WRF Operations ($946,694)‐28.88%$2,064,501$3,278,587$2,331,893
5620Laboratory $11,085 6.31%$185,498$175,591$186,676
5630Sludge Injection ($45,560)‐15.71%$142,494 $289,985 $244,425
5640Pretreatment $0 0.00%$1,919$6,500$6,500
5650WRF Construction $1,200,000 146.34%$11,355,631$820,000$2,020,000
Totals $13,750,043 $4,570,663 $4,789,494
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
620Wastewater Fund $218,831 5.83%$11,857,484 $3,750,663$3,969,494
625Wastewater EPA Grant $0 0.00%$262,019$0$0
630Wastewater Impact Fees $0 0.00%$1,630,540$820,000$820,000
Totals $13,750,043 $4,570,663 $4,789,494
City of Bozeman 166 FY14 Approved Budget
Department:SOLID WASTE COLLECTION
Activity:Public Service
Program Description:
The Solid Waste Division provides services to the Citizens of Bozeman and protects public health by ensuring residential and
commercial wastes are collected, transported, and disposed of in a safe and environmentally responsible manner. The Division
encourages recycling by offering a "Pay as you Throw" collection system, which establishes a direct relationship between the
amount a customer pays and the size container they have.
Major Objectives:
• ConƟnue the highest quality service to the CiƟzens of Bozema • Promote waste reducƟon thru recycling efforts. • OpƟmize
operational efficiencies.
Budget Highlights:
• Replacement of 1 Front Load Truck, 1 Side Load Truck, and 1 Side Load Packer ‐ $660,000. • Prepare for consultant
recommendations regarding direct haul versus the transfer of municipal solid waste.
Accomplishments:
• Streamline the commercial cardboard collection • Improve refuse & recycling opportunities to tenants.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 167 FY14 Approved Budget
Department:SOLID WASTE COLLECTION
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 14.7414.7414.74 14.74
WL01 Residential Accounts 7,0927,2407,4937,893
WL02 Commercial Accounts 271281285 287
WL03 Commercial Cardboard Collected: Tons 456485542 485
WL04 Containers Emptied Weekly 7,3637,5387,7788,180
WL05 Collection Program: Annual Tonnage 10,92011,24811,000 11,000
WL06 Collection Vehicles 777 7
WL07 Roll‐off Program: Roll‐offs Serviced 5731,000650 800
WL08 Roll‐off Trucks 4444
WL09 Rolloff Program: Annual Tonnage 2,3462,7742,603 2,400
City of Bozeman 168 FY14 Approved Budget
Department:SOLID WASTE COLLECTION
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
2.77%$1,005,220$1,033,039Salaries & Benefits$943,466$27,819
9.09%$1,114,678$1,215,963Operating$1,472,463$101,285
#Div/0!$0$659,984Capital$62,103$659,984
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $2,478,032 $2,119,898$2,908,986
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
5810Solid Waste Collection $789,088 37.22%$2,478,032$2,119,898$2,908,986
Totals $2,478,032 $2,119,898 $2,908,986
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
640Solid Waste Fund $789,088 37.22%$2,478,032 $2,119,898$2,908,986
Totals $2,478,032 $2,119,898 $2,908,986
City of Bozeman 169 FY14 Approved Budget
Department:SOLID WASTE RECYCLING
Activity:Public Service
Program Description:
The Solid Waste Division’s recycling program encompasses a wide variety of services to the public for recycling opportunities
thereby reducing the volume of solid waste being land filled. These services include:
• Curbside recycling of paper, cardboard, plasƟc, Ɵn & aluminum cans.• Bulk curbside recycling opportuniƟes within the
Bozeman Public Schools. • Bulk curbside recycling opportuniƟes within mulƟ‐family housing. • Compost collecƟon during
summer months.• Brush & pallet recycling. • Commercial cardboard collecƟon• Bulky item/appliance removal and recycling.•
Roll‐off discounts for large volume recycling projects. • ClearStream bins for recycling opportuniƟes at community events.
Major Objectives:
• To promote recycling opportuniƟes available to the community.• Minimize the amount of solid waste going to the landfill for
disposal. • To expand the City’s curbside recycling program.
Budget Highlights:
Consultant will make recommendations on our residential recycling collection methods.
Accomplishments:
• Evaluate and rate design changes based on the results of consultant review. • Developing curbside recycling opportuniƟes for
commercial & mulƟ‐family housing. • Expand opportuniƟes for recycling of office paper, books, and e‐waste.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 170 FY14 Approved Budget
Department:SOLID WASTE RECYCLING
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 1.001.001.00 1.00
WL01 Total Customers 9701,0001,1001,250
WL02 Cardboard: Tons 667576 78
WL03 Paper: Tons 115112150 154
WL04 Cans: Tons 12.614.015.014.3
WL05 Plastics: Tons 19.321.026.0 32.0
WL06 Curbside Recycling: Annual Tonnage 213235300 285
City of Bozeman 171 FY14 Approved Budget
Department:SOLID WASTE RECYCLING
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐7.29%$55,798$51,730Salaries & Benefits$58,261($4,068)
‐2.53%$43,550$42,450Operating$63,368($1,100)
‐100.00%$70,000$0Capital$0($70,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $121,629 $169,348 $94,180
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
5820Recycling ($75,168)‐44.39%$121,629$169,348$94,180
Totals $121,629 $169,348 $94,180
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
640Solid Waste Fund ($75,168)‐44.39%$121,629 $169,348 $94,180
Totals $121,629 $169,348 $94,180
City of Bozeman 172 FY14 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
Program Description:
The Vehicle Maintenance budget unit accounts for the costs of repairing and maintaining vehicles of City departments. Vehicle
Maintenance staff consists of four full‐time mechanics responsible for keeping City vehicles in proper working condition. The budget
unit operates under an internal service fund. Charges are assessed against departments which have vehicles repaired, receipts are
deposited in the Vehicle Maintenance fund and used to support salary and operating costs.
GOAL: To maintain vehicles and equipment in good running condition thereby enabling various City personnel to perform their
daily assignments safely and without delay due to mechanical failure or breakdown. The Division emphasizes the importance of
having a well‐structured preventative maintenance program online for all equipment and vehicles.
Major Objectives:
• Maintain a sound preventive maintenance program for City vehicles. • Ensure those departmental requests to maintain City
vehicles in good operating condition are satisfied. • Maintain and utilize a sound vehicle management program including inventory,
vehicle status and operating statistics, and replacement schedules. • Maintain accurate City vehicle maintenance records (service
orders) in an efficient and easily accessible manner. • Manage and assist customers with the used waste oil and antifreeze station.
Budget Highlights:
FY14:
• ConƟnue to decrease the amount of vehicle maintenance work contracted to outside shops. The current goal is a 20%
reducƟon. • Maintain high quality repairs while keeping follow‐ups repairs at less than 1%. • Obtain/maintain ASE CerƟficaƟon
of all mechanics.• Floor Scrubber Equipment ‐ $17,000
Accomplishments:
FY13: Continue to decrease the number repairs contracted out, saving the City money. • Repair and maintain City’s fleet of over 400
vehicles and equipment. • Dispose of over 7,000 gallons of used motor oil from residents. • Dispose of over 400 gallons of used
antifreeze from residents. • Utilize preventative maintenance program for servicing vehicles. • Use our waste oil for fuel to heat the
shop and HRDC bus barn. Start a comprehensive scheduling system to inspect all equipment at least once a year.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 173 FY14 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Repair/Maintenance Work Orders: Completed w/in 4 days of
receipt ‐ Light Equipment
95%90%95%95%95%
PM02 Repair/Maintenance Work Orders: Completed w/in 7 days of
receipt ‐Heavy Equipment
95%90%95%95%95%
PM03 Returns for Rework<0.5%0.45%0.5%0.3%0.3%
PM04 Mechanics Certified100%100%100%100%100%
PM05 Waste Oil Customers: Attended to Completion100%100%100%100%100%
PM06 Emergency Repair Response: Within 24 hours of Notification90%100%100%100%100%
PM07 Service Requests (oil change & lube) within 2 work days90%80%85%90%90%
PM08 Preventative Maintenance Program Complete for City Fleet100%100%100%100%100%
PM09 Fleet Operational Time: Streets Dept99%90%95%97%97%
PM10 Fleet Operational Time: Water/Sewer Dept99%98%98%98%98%
PM11 Fleet Operational Time: Police Dept95%89%90%95%95%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 5.005.005.005.00
City of Bozeman 174 FY14 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
3.28%$296,098$305,823Salaries & Benefits$267,253$9,725
‐0.74%$476,723$473,175Operating$522,268($3,548)
80.85%$9,400$17,000Capital$72,967$7,600
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $862,488 $782,221 $795,998
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
6010Vehicle Maintenance Shop $13,777 1.76%$862,488$782,221$795,998
Totals $862,488 $782,221 $795,998
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
710Vehicle Maintenance Fund $13,777 1.76%$862,488 $782,221 $795,998
Totals $862,488 $782,221 $795,998
City of Bozeman 175 FY14 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Program Description:
The Cemetery budget unit accounts for the costs of operating and maintaining the City's Cemetery 140 acres, of which 65 acres are
developed. The Cemetery division includes a foreman, two maintenance workers, and seasonal employees. Employees are
responsible for burials, cemetery development, and maintenance.
MISSION: Sunset Hills Cemetery is dedicated to excellence in the provision of professional and dignified interment services. In a
serene and beautiful surrounding that helps survivors through the bereavement process. The cemetery staff is dedicated to
providing ongoing services and perpetual care essential to maintaining the cemetery grounds as a serene and beautiful surrounding
helping survivors through the bereavement process.
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 MAINTAINENCE • Surviving family, user, taxpayer and City Commission satisfaction with the use, care,
and overall appearance 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 planning 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.
Budget Highlights:
FY13 ‐ First year lot sales money was deposited entirely in the Perpetual Care Fund; also, Perpetual Care Fund interest earnings
remained in the Perpetual Care Fund.
Accomplishments:
FY14 Anticipated Accomplishments:
• Opening of the new Memorial Garden to increase services for Cemetery patrons.• InstallaƟon of Digital Kiosk for Veteran’s
Memorial Wall.• IniƟal IntegraƟon into CityWorks Program.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 176 FY14 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Burials & Disinterments (Full, Ash and Columbarium)As Scheduled 100%100%100%100%
PM02 Grave Reclamation & Repair (Compaction, level, and re‐sod)Est. 25‐30x/yr 50%45%50%55%
PM03 Mowing: Formal Cemetery1/week 75%80%80%80%
PM04 Mowing: Cemetery Trails & Perimeter2/year 50%50%75%75%
PM05 Fertilize Formal Cemetery2/year 50%50%50%60%
PM06 Irrigation: Entire Formal Cemetery (above ground pipes and
automated)
Est 3x/week 75%75%75%75%
PM07 Herbicide Application: Formal Cemetery2/year 50%75%75%75%
PM08 Herbicide Application: Undeveloped Area Perimeter2/year 75%75%80%85%
PM09 Leaf Mulch & Pinecone Removal (weather related)1x/yr.
(in the fall)
50%45%75%75%
PM10 Weed Eating: Breakdowns, Workload2/year 50%75%75%75%
PM11 Police Grounds (flower & trash removal)1x/yr
(in the fall)
80%80%80%99%
PM12 Tree & Hedge Maintenance5 Days/wk 80%80%80%85%
PM13 Response to Complaints & Questions < 2 Days 100%100%100%100%
PM14 Response to Memorial & Resolution Compliance< 2 Days 85%85%100%100%
PM15 Plowing: Highland & Park Sidewalks (weather & workload
related)
By 10AM 75%75%75%95%
PM16 Plowing: All Roads within the Cemetery (weather & workload
related)
By 10AM 75%75%75%90%
PM17 Plowing: Assist Parks with Parking Lots (weather and workload
related)
Same day 50%50%50%50%
City of Bozeman 177 FY14 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 5.753.333.33 3.33
WL01 Burials: Full & Ash 150170150 120
WL02 New Lot Development 2321620 0
WL03 Grave Repairs & Reclamation 252225 25
WL04 Formal Turf Acres: Acres Mowed & Irrigated Weekly 535353 55
WL05 Undeveloped Acres 545454 54
WL06 Miles of Trails 122 2
WL07 Miles of Trails/Sidewalks to Plow 455 5
WL08 User Agreements 111 2
WL09 Volunteer Projects 244 4
WL10 Parking Lots to Plow 111111 11
WL11 Herbicide Application: Formal Acres 535353 55
WL12 Herbicide Application: Acres Undeveloped 588 8
WL13 Restrooms 111 1
WL14 Parking Lots 222 2
City of Bozeman 178 FY14 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
‐9.31%$313,287$284,125Salaries & Benefits$311,918($29,162)
3.68%$100,156$103,843Operating$101,879$3,687
‐100.00%$24,000$0Capital$33,741($24,000)
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $447,538 $437,443 $387,968
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
7210Cemetery Operations ($49,475)‐11.31%$447,538$437,443$387,968
Totals $447,538 $437,443 $387,968
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($49,475)‐11.31%$447,538 $437,443 $387,968
135Cemetery Special Revenue $0 0.00%$0$0$0
800Cemetery Perpetual Care $0 0.00%$0$0$0
Totals $447,538 $437,443 $387,968
City of Bozeman 179 FY14 Approved Budget
Department:PARKS
Activity:Public Welfare
Program Description:
The Parks 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 Division develops,
maintains, and cares for: park buildings and restrooms; playground equipment; picnic facilities; sports fields; trail systems; natural
areas; skating rinks; tennis courts; swimming/boating ponds; and other related equipment and facilities. The Parks Division, along
with the Streets Division, is responsible for snow removal on all public sidewalks, adjoining parks, and street rights‐of‐way
designated as the City’s responsibility.
Major Objectives:
• Maintain city parks at a level corresponding to the City's Vision, Mission, and Goals.•ParƟcipate in the implementaƟon of the
Parks, RecreaƟon, Open Space, and Trails Master Plan as approved in 1997. • Acquire and develop new parks and faciliƟes at a
pace consistent with the growth of Bozeman.• ConƟnue adding, upgrading, and maintaining safe and quality sports fields, trail
corridors, community gathering areas, and playground equipment. • Provide expanded maintenance to restrooms, liƩer control,
pet waste disposal, turf care, and playground equipment. • Improve, maintain, and expand the trail system.• Oversee and
coordinate volunteer, grant funded, and neighborhood park improvement projects. • Implement the $15 Million Trails, Open
Space, and Parks (TOP) Bond. • Implement a uniform system of park signage and idenƟficaƟon. • Establish the TOP Manager
PosiƟon.• Establish the Bozeman Adopt‐A‐Park Program. • Assist other Divisions within the City as needed or as directed.
Budget Highlights:
Issuance of $5 Million of the $15 Million authorized TOP Bonds.
Addition of 1.0 FTE for TOP Bond Project Coordinator.
$25,000 for design/site/engineering for splash park
Accomplishments:
FY14 Anticipated Accomplishments:
• New Round of Park Improvement Grant Projects. • Develop and Enhance Public/Private and Public/Non‐Profit Partnerships. •
ImplementaƟon of the TOP Bond. • Begin IntegraƟon in CityWorks Program. • ConƟnue Trail ConnecƟon Program. • CreaƟon of
Bozeman’s Adopt‐A‐Park Program. • Establish Trails, Open Space and Parks (TOP) Bond Review CommiƩee. • Solidify
Departmental Structure. • IniƟate Uniform Park Signage Program
PROGRAM INFORMATION
Adopted Work Plan Items:
The Parks Department is working to fulfill the following Adopted Work Plan Item:
#2 ‐ Implement the 2012 parks & trails bond to expand the capacity of our parks, trails, and open spaces.
The Trails, Open Space, Parks (TOP) Committee was created as a result of the voter approved Trails, Open Space, and Parks bond. In
the summer of 2013 the TOP committee began work sessions to develop a project evaluation criteria to be presented to the
Commission in September 2013. This criteria will be critical when the $5 Million bond monies are received. In the FY14 a full time
position for a TOP program manager was approved.
City of Bozeman 180 FY14 Approved Budget
Department:PARKS
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Mowing: Core Parks 1/week 80%80%80%80%
PM02 Mowing: Sports Fields2/week 50%70%70%70%
PM03 Mowing: Natural Parks2/year 90%80%90%90%
PM04 Fertilize: Core Parks2/year 34%25%75%75%
PM05 Fertilize: Sports Fields3/year 50%50%75%75%
PM06 Fertilize: Neighborhood Parks1/year 0%0%50%50%
PM07 Irrigation: Activate all systems All Parks by 5/15 75%80%100%100%
PM08 Irrigation: Winterize All Systems All Parks by 10/31
All Parks
100%80%100%100%
PM09 Leaf Mulch & PickupAll Parks 25%65%70%80%
PM10 Playground: Inspection1/week 75%35%75%100%
PM11 Playground: RepairsSame Day 60%75%60%100%
PM12 Trails: Inspections2/month 30%30%50%80%
PM13 Trails: Maintenance2/year 50%40%50%80%
PM14 Weed Control: Roundup3/year 40%40%40%40%
PM15 Weed Control: Broadleaf2/year 20%30%50%50%
PM16 Weed Control: Noxious2/year 20%30%50%50%
PM17 Weed Eating2/month 30%50%50%75%
PM18 Garbage Collection7 days/week 85%85%85%100%
City of Bozeman 181 FY14 Approved Budget
Department:PARKS
Activity:Public Welfare
PM19 Police All Grounds5 days/week 15%15%25%50%
PM20 Building Maint & RepairsSame Day 45%40%45%75%
PM21 Restrooms: Clean & Maintain7 days/week 70%50%75%100%
PM22 Response to ComplaintsWithin 2 days 90%90%90%100%
PM23 Plowing: SidewalksBy 10AM 90%70%90%90%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 13.4511.7711.77 11.77
WL01 Park Reservations: Annual 319320350 400
WL02 Formal Turf Acres 125125125 125
WL03 Natural Parkland Acres 210220220 220
WL04 Miles of Trails 555555 61
WL05 Park Fund Grant Projects 15206 8
WL06 User Agreements 141415 16
WL07 Volunteer Projects 224 4
WL08 Miles of Sidewalks to Plow *2 routes, 16‐17 miles to drive each
route.
8101117
WL09 Baseball/Softball Fields 161616 16
WL10 Playgrounds: City Maintained 223538 38
WL11 Playgrounds: HOA Maintained 111518 18
WL12 Ice Rinks 344 4
WL13 Weed Spraying: Undeveloped Acres 165165165 165
WL14 Weed Spraying: Developed Acres 118118125 125
City of Bozeman 182 FY14 Approved Budget
Department:PARKS
Activity:Public Welfare
WL15 Garbage Collection: Number of Cans 140145150 150
WL16 Dog Sanitation Stations 424242 40
WL17 Picnic Tables 127127125 125
WL18 Pavilions/Shelters 121212 12
WL19 Restrooms 121312 12
WL20 Parking Lots 141414 14
City of Bozeman 183 FY14 Approved Budget
Department:PARKS
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
5.09%$701,854$737,548Salaries & Benefits$621,131$35,694
5.31%$485,240$510,985Operating$401,474$25,745
1604.00%$300,000$5,112,000Capital$102,399$4,812,000
0.00%$0$0Debt Service$0$0
0.00%$75,000$75,000Transfers$50,000$0
Totals $1,175,004 $1,562,094$6,435,533
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
7610Parks Operations $4,873,439 311.98%$1,175,004$1,562,094$6,435,533
Totals $1,175,004 $1,562,094 $6,435,533
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($126,561)‐8.58%$1,115,047 $1,475,094$1,348,533
108Community Transportation $0 0.00%$0$0$0
128FWP Management Areas $0 0.00%$11,166$0$0
129ARRA Projects $0 0.00%$0$0$0
136Parks Special Revenue Fund $0 0.00%$15,500$12,000$12,000
144Cash In Lieu of Parkland $0 0.00%$0$0$0
184Park Improvement Grants $0 0.00%$33,291$75,000$75,000
558Story Mansion Construction $0 0.00%$0$0$0
563Parks & Open Space Bond $5,000,000 #Div/0!$0$0$5,000,000
Totals $1,175,004 $1,562,094 $6,435,533
City of Bozeman 184 FY14 Approved Budget
Department:FORESTRY
Activity:Public Welfare
Program Description:
The Forestry budget unit accounts for the costs of maintaining the City's trees and 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. Forestry is accounted for in a special revenue fund. Any revenues collected and not expended will remain in the Forestry
fund and will be available for appropriation in a subsequent year.
Major Objectives:
• Provide systematic pruning and protection for Bozeman's public trees. • Remove or correct all hazardous tree conditions. •
Identify and correct sight distance, traffic sign, and sidewalk clearance problems related to trees and hedges. • Detect, identify, and
eradicate harmful tree insects and disease. • Establish and perpetuate master tree plan for all public areas. • Implement the
arboricultural specifications manual. • Maintain and update a city‐wide tree inventory. • Pursue state and federal grants for forestry
related activities. • Coordinate the City’s cost share tree and other planting programs. • Provide educational materials to the public
on the care and maintenance of trees and the benefits of a healthy urban forest. • Assist other Divisions in the City of Bozeman as
needed. • Continue to promote Arbor Day activities and Tree City USA certification • Continue International Society of Arboriculture
cerƟficaƟon and staff educaƟon. • Implement the first full‐scale Cyclic Pruning Program within the City beginning Spring 2013.
Budget Highlights:
FY14:
• $50,000 Chipper Replacement• $12,000 Cityworks license share• $5,000 addiƟon to the tree voucher program per Commission
• $6,250 addiƟon to the cost share program per Commission
Accomplishments:
• Continued systematic pruning of boulevard, park and cemetery trees. • Continued trimming for sidewalk clearance, traffic signs,
sight triangles and construction projects. • Continue Cost‐Share and voucher program of 300 trees planted. • Continue ISA Certified
Arborist education. • Provide information to the public on appropriate planting practices, species selection, 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 new tree inventory program. • Continue Arbor
Day activities and Tree City USA accreditation. • Work injury free. • Continued use of alternative fuels when available and
affordable. • Promote use of trees in Storm Water management. • Completed city wide survey of urban forest effects and values,
funded through a State of Montana DNRC grant. Established an eight year comprehensive tree maintenance schedule.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 185 FY14 Approved Budget
Department:FORESTRY
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Response to Citizen Requests: Within 2 Days ‐ Assessed &
Prioritized
100%95%95%100%100%
PM02 Response Time: Emergency Calls (1 Hour Target)100%100%100%100%100%
PM03 Response to Damage: Within 1 day Assessed & Prioritized100%95%95%100%100%
PM04 Survey for Hazardous Tree Situations Bi‐monthly 100%100%100%100%
PM05 Maintain & Update Tree InventoryBi‐monthly 75%75%75%75%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 4.604.604.60 4.60
WL01 Trees Trimmed 380250250 400
WL02 Trees Removed 650370200 200
WL03 Trees Planted 110110135 135
WL04 Emergency Storm Damage: Tons 8101010
WL05 Christmas Trees: Chipped and Composted (Tons)40353535
WL06 Cost Share Trees 100125125125
WL07 Tree Vouchers 200200225 225
WL08 Miscellaneous/Arbor Day/Tree Spade, etc 101010 15
WL09 Encroachments Addressed: Sidewalk, Sight Triangle, Street Sign 450400400 400
WL10 Planting Permits 5012075 120
WL11 DRC Reviews 508080 100
City of Bozeman 186 FY14 Approved Budget
Department:FORESTRY
Activity:Public Welfare
WL12 Vandalism 101010 10
WL13 Service Requests 1000750800 800
WL14 Trees Inventoried 3,5002,0003,000 2,500
City of Bozeman 187 FY14 Approved Budget
Department:FORESTRY
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
1.73%$336,465$342,292Salaries & Benefits$323,150$5,827
13.28%$124,750$141,317Operating$105,400$16,567
#Div/0!$0$62,000Capital$0$62,000
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $428,550 $461,215 $545,609
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
7710Tree Maintenance $84,394 18.30%$428,550$461,215$545,609
Totals $428,550 $461,215 $545,609
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
112Tree Maintenance Fund $84,394 18.30%$428,550 $461,215 $545,609
Totals $428,550 $461,215 $545,609
City of Bozeman 188 FY14 Approved Budget
Department:LIBRARY
Activity:Public Welfare
Program Description:
The Library budget unit accounts for the costs associated with operating and maintaining the City's Public Library. Approximately
one‐third of the Library’s operating budget is off‐set by county funds.
MISSION: 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:
• Provide effecƟve and efficient management of the Bozeman Public Librar• Provide a dynamic collecƟon of library materials in all
formats to meet the informaƟonal, educaƟonal, and recreaƟonal needs of all residents in the library's service area. • Provide
library services and programming for people of all ages, encouraging use of the Library and lifelong learning. • Provide courteous,
accurate, and Ɵmely check‐out, check‐in, and re‐shelving of library materials. • Ensure that new materials are ordered, cataloged,
processed, and made available for public use in an accurate and Ɵmely manner. • Provide professional, quality, and courteous
service by ensuring that the knowledge and skills of library staff are kept up‐to‐date through on‐the‐job training, workshops,
seminars, conferences, and reading professional journals. • Publicize library services and programs through a coordinated
marketing plan.
Budget Highlights:
Additional Staff Hours for Summer Sunday Openings and Library Aide work. (0.55 FTE Total)
Added 0.5 FTE for Computer Training position.
Accomplishments:
FY13 Anticipated Accomplishments:
•Finalize & develop implementation for the Library Grounds Master Plan; • Implement increased hours of service to the public; •
Continue to successfully serve the public during the re‐roofing project; • Evaluate the use of staff, volunteers and participants of
community‐based work programs in current staffing patterns and seek additional staff as needed; • Develop a coordinated
marketing plan to promote services and programs; • Review, revise, and create policies as needed, and make all policies available in
electronic format; • Analyze current outreach activities and develop a plan based on community needs; • Begin working on a long‐
range strategic plan.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 189 FY14 Approved Budget
Department:LIBRARY
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Efficiency Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Circulation of Materials: per Full‐ Time Equivalent Employee
(FTE)
20,000/FTE 34,62633,70632,358 32,447
PM02 Registered Borrowers1,000/FTE 1,3301,3111,2631,285
PM03 Total Volumes 4,000/FTE 6,6956,7086,617 6,839
PM04 Reference Transactions2,000/FTE 4,9864,6804,787 4,809
PM05 Inter‐Library Loan Transactions200/FTE 175159155164
PM06 Children’s Program Attendance650/FTE 930848820 820
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 21.6621.0621.56 22.61
Materials Renewed 45,58543,76148,000 48,200
WL01 Library Materials Circulated 747,259730,074730,000 732,000
WL02 Children's Programs Provided 641637640 640
WL03 Children's Programs Attendance 19,91018,37318,50018,500
WL04 Reference Questions Answered 107,881101,379108,000108,500
WL05 Inter‐Library Loan Transactions 3,7283,4423,500 3,700
WL06 Registered Borrowers 28,60028,38728,500 29,000
WL07 New Library Materials Cataloged 11,57411,83412,000 13,000
WL08 Materials Reserved 11,29511,46511,400 11,300
City of Bozeman 190 FY14 Approved Budget
Department:LIBRARY
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
0.78%$1,128,937$1,137,796Salaries & Benefits$1,052,008$8,859
7.63%$373,318$401,792Operating$347,389$28,474
57.40%$31,000$48,793Capital$11,743$17,793
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$125,395$0
Totals $1,536,535 $1,533,255$1,588,381
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
7810Library Operations $65,913 11.20%$636,372$588,382$654,295
7820Technical Services $6,431 2.19%$284,684$293,111$299,542
7830Information Services ($5,820)‐2.73%$213,321 $212,814 $206,994
7840Children's Services $10,660 6.75%$153,192$157,841$168,501
7850Circulation Services ($22,058)‐7.85%$248,965$281,107$259,049
7899Library Construction $0 0.00%$0$0$0
Totals $1,536,534 $1,533,255 $1,588,381
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $44,746 2.99%$1,518,895 $1,494,355$1,539,101
137Library Special Revenue Fund $0 0.00%$17,639$7,900$7,900
561Library Depreciation Fund $10,380 33.48%$0$31,000$41,380
Totals $1,536,534 $1,533,255 $1,588,381
City of Bozeman 191 FY14 Approved Budget
Department:RECREATION
Activity:Public Welfare
Program Description:
ADMINISTRATION: The Recreation Department provides opportunities for the entire community, encouraging both individuals and
families to actively recreate. The Department works with the Recreation and Parks Advisory Board and other recreation groups in
anticipating recreation demands.
PROGRAMS: The Recreation Department offers year round programs teaching lifelong skills and healthy living habits helping to
fight childhood obesity. Classes are offered in a variety of interest areas such as art, music, sports and outdoor activities. Adult
programs were showcased this past summer and were extremely well received by the community. Adult programs will be increased
and enhanced in the upcoming seasons.
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 individuals by providing swim
technique training and instruction in basic water safety. The Fitness Program provides encouragement and opportunity to
individuals of all ages in programs such as water fitness, water jogging, and lap swimming. The Professional Water Safety program
trains local and area lifeguards, swim instructors, and professional rescuers, promoting and sharing the basics of water safety with
the entire community.
BOGERT POOL: Bogert Pool was built in 1939 and after 72 years is still a family tradition. This great facility is staffed with
professional lifeguards who provide a wide variety of aquatic activities. Bogert Pool offers one of the best learn‐to‐swim programs
for all ages along with lap swimming, swim team workouts, water fitness, and recreation swimming. Bogert Pool serves as a rental
facility for the Bozeman Barracudas age‐group swim team and the Bozeman Masters Swim Club.
Major Objectives:
RECREATION AND ADMINISTRATION: • Improve conditions in our community by offering recreation opportunities enhancing the
quality of life. • Provide economic benefits to the City by generating revenue for the general fund and the business community while
reducing community healthcare costs. • Provide recreation activities essential to the development of our community including
programs for youth to build self‐esteem, self‐reliance, positive self‐images, resiliency factors, and leadership skills; reduce negative
social activity; encourage cooperation; and provide exposure to the arts, sports, science and nature. • Train a productive, efficient
and effective workforce.
AQUATICS: Swim Center and Bogert Pool “For all your fun and fitness needs.” • Provide a safe, clean and user‐friendly facility. •
Provide affordable recreational and fitness opportunities for families to interact in an aquatics environment. • Offer individuals the
opportunity to improve and or maintain their physical health and provide social opportunities. • Train the community, ages 3
months and older, in current swimming technique and how to be safe in and around the water. • Schedule the aquatic facilities at
an affordable rate for groups. • Offer a setting for individuals to have a sense of accomplishment, creativity, and improve their
psychological well‐being.
Budget Highlights:
$300,000 for splash park installation (at a location to be determined)
$25,000 for Bogert Pool gutter repairs
$8,000 Lindley Center building structural analysis
Accomplishments:
FY13 ANTICIPATED ACCOMPLISHMENTS:
• RecreaƟon and AquaƟcs FaciliƟes Feasibility Study Complete• Adult Programs Successfully Implemented o Successfully
Increased Contracted Programs • Beall Office RenovaƟon• Bogert Swimming Pool Building Stabilized • Bogert Swimming Pool
Filter Installed • Swim Center Underwater Lights Installed • Enhanced Summer 2013 Program Guide• Increased Free
MarkeƟng Efforts and Social Media Presence • Successfully Streamlined and Expanded Community Program Offerings
PROGRAM INFORMATION
Adopted Work Plan Items:
The Recreation Department is working to fulfill the following Adopted Work Plan Items:
City of Bozeman 192 FY14 Approved Budget
Department:RECREATION
Activity:Public Welfare
#10 – Determine the future of Bogert Pool and the next steps for aquatics and recreation.
Pursuant to the 4/22 City Commission meeƟng, Bogert Pool will conƟnue to operate on an “as is” basis with limited capital
investment. Potential partners for a future location of a new city pool/family aquatics center will continued to be pursued. The
splash park and location will continue to be researched. Recommendations are expected to be made to the Commission in August
2013.
City of Bozeman 193 FY14 Approved Budget
Department:RECREATION
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 Aquatics Scheduled Maintenance (air filter exchanges, pumps
greased, etc.)
Performed on scheduled day 50%75%95%98%
PM02 Plowing: Swim Center Sidewalk by 5:30 am 85%95%85%99%
PM03 Plowing: Beall Sidewalk & Entrance by 8:30 am 40%90%80%95%
PM04 Plowing: Swim Center Parking Lotby 5:00 am 0%0%100%100%
PM05 Risk Management Reports: Recreation Facilities1 per week 30%60%85%90%
PM06 Risk Management Reports: Aquatics Facilities 1 per week 85%90%99%99%
PM07 Maintenance: Lindley & Beall Scheduled3:1 week sessions per year 004 4
PM08 Recreation Programs: Classes CancelledLess than 8%4%16%10%8%
PM09 Recreation Programs: Staff to Participants1:8 Preschool, 1:10 Youth,
1:15 Adult
MeetsMeetsMeets Meets
PM10 Staff Certification: CPR & First Aid100%100%100%100%100%
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 15.0015.8315.8316.83
City of Bozeman 194 FY14 Approved Budget
Department:RECREATION
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
4.84%$737,127$772,806Salaries & Benefits$701,001$35,679
9.09%$443,288$483,589Operating$489,172$40,301
#Div/0!$0$450,000Capital$251,083$450,000
0.00%$0$0Debt Service$0$0
0.00%$0$0Transfers$0$0
Totals $1,441,256 $1,180,415$1,706,395
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
8010Recreation Operations $475,508 60.89%$764,206$780,945$1,256,453
8020Swim Center $1,972 0.81%$329,426$243,463$245,435
8030Bogert Pool $16,440 23.77%$195,335 $69,150 $85,590
8040Facilities: Lindley, Beall, & Story $18,087 38.83%$122,892$46,577$64,664
8050Recreation Programs $13,973 34.69%$29,397$40,280$54,253
Totals $1,441,256 $1,180,415 $1,706,395
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $510,433 43.28%$1,349,786 $1,179,415$1,689,848
133Recreation Special Revenue Fund $0 0.00%$3,100$1,000$1,000
189Story Mansion Operating Fund $15,547 #Div/0!$88,370$0$15,547
Totals $1,441,256 $1,180,415 $1,706,395
City of Bozeman 195 FY14 Approved Budget
Department:COMMUNITY SERVICES
Activity:Public Welfare
Program Description:
Community Services is made up of several departments focused on the improvement of the City of Bozeman as a community and
include the Downtown Improvement District, Urban Development and Housing, Economic Development, and Sustainability.
ECONOMIC DEVELOPMENT: Leads the City’s Economic Development Team to “assist in diversifying our local economy by creating
sustainable, high paying jobs without sacrificing Bozeman’s quality of life.” The department is staffed by a Director of Economic
Development and, new in FY14, an Economic Development Specialist.
SUSTAINABILITY: Works throughout the City departments and the community to reduce our carbon footprint, promote conservation
work, and implement a climate action plan for the City. The department is led by a full‐time Climate Protection Coordinator. In
FY14 an additional 0.5 FTE, or the equivalent in contracted services, was added to the department to further sustainability efforts
within the community.
TAX INCREMENT FINANCING DISTRICT: The Downtown Improvement District, the Northeast Improvement District, and the North
7th Improvement district account for the costs of the Improvement District Boards and their activities. More recently, a Technology
Taxable Improvement District was approved.
BUSINESS IMPROVEMENT DISTRICTS: The Downtown Business Improvement District is an organization of downtown property
owners who voluntarily commit resources, identify, plan, and act on initiatives with the goal of ensuring long‐term preservation of
the City. The Bozeman Tourism Business Improvement District seeks to enhance the economic vitality of Bozeman by promoting
tourism through sales and marketing strategies. Program income is derived from each occupied room night from hotels, motels, or
other lodging facilities within the district.
Major Objectives:
ECONOMIC DEVELOPMENT: Expand and increase economic development outreach, activities, and programs to local, state, and
national business communities. Attend and collaborate with local businesses on industry specific trade shows in order to promote
Bozeman as a place to do business. Participate in local industry conferences. Assume responsibility of proactively managing the
City's industrial and technology tax increment districts.
SUSTAINABILITY: Continue to implement Bozeman's Community Climate Action Plan throughout City departments and the
community through policy, educational programs, and contracted services.
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. BUSINESS IMPROVEMENT
DISTRICTS: The Tourism Business Improvement District supports the promotion of Bozeman as a destination for meetings, film
production, and sport tournaments and events. The Downtown Business Improvement district works to create both short and long‐
term goals to ensure the preservation and vitality of the City's underlying economic, cultural, social , and environmental assets. This
includes graffiti removal, a downtown maintenance program, the summer flower basket program, and the Holiday Decorating
Program.
Budget Highlights:
Gallatin College Programs (1.5 mills) $125,600
Addition of 1.0 FTE Economic Development Specialist
Community Climate Plan Initiatives ‐ $15,000
Energy Reduction Challenge ‐ $10,000
Road to Home Housing Program Administration $40,000
Additional 0.5 FTE, or the equivalent in contracted services, for Sustainability
Community Housing Fund Rental Survey ‐ $7,000
Accomplishments:
1) Gallatin College partially funded by City. 2) Technology TIF created. 3) North Park project continues to make progress (plan
adopted). 4) Downtown hotel project approved.
PROGRAM INFORMATION
Adtd WkPl ItCity of Bozeman 196 FY14 Approved Budget
Department:COMMUNITY SERVICES
Activity:Public Welfare
Adopted Work Plan Items:
The Community Services Department is working to fulfill the following Adopted Work Plan Items:
#1 ‐ Diversify the local economy and support the creation and expansion of mid to high pay jobs.
The FY14 budget includes funding for an economic development specialist, markeƟng, and various incenƟves to support the
Commission’s number one work plan item.
#4 ‐ Enhance downtown development opportunities
Just prior to FY14, the City Commission unanimously approved construcƟon for the first downtown hotel. This was a major priority
of this particular work plan item. Additional projects pending include the remodel of an East Main gas station and the former Blue
Sky Motel. The downtown residential infill project known as Block M was recently approved and discussions are ongoing concerning
three additional hotel developments.
City of Bozeman 197 FY14 Approved Budget
Department:COMMUNITY SERVICES
Activity:Public Welfare
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
STAFF TO SUPPORT WORKLOAD FTE 2.002.002.00 4.50
WL01 Tax Increment Districts 4455
City of Bozeman 198 FY14 Approved Budget
Department:COMMUNITY SERVICES
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
42.86%$174,791$249,698Salaries & Benefits$170,531$74,907
0.11%$3,403,346$3,406,939Operating$1,458,010$3,593
0.00%$0$0Capital$216,423$0
0.00%$0$0Debt Service$0$0
0.00%$453,388$453,388Transfers$462,738$0
Totals $2,307,702 $4,031,525$4,110,025
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
8210Downtown Improvement District ($108,912)‐3.03%$1,392,189 $3,594,149 $3,485,237
8220Americans with Disabilities $0 0.00%$0$0$0
8230Urban Development & Housing $7,000 12.87%$279,300 $54,400 $61,400
8240Economic Development $117,225 41.28%$412,428$283,987$401,212
8250Sustainability $63,187 63.83%$223,785$98,989$162,176
Totals $2,307,702 $4,031,525 $4,110,025
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund $180,412 47.11%$358,318 $382,976 $563,388
116Downtown TIF District $0 0.00%$721,622$1,996,988$1,996,988
118Community Housing $0 0.00%$148,100$0$0
119Economic Development $0 0.00%$78,835$0$0
120Community Housing Fund $7,000 17.50%$40,000$40,000$47,000
121Housing Revolving Loans $0 0.00%$44,400 $14,400 $14,400
129Special Projects $0 0.00%$3,461 $0 $0
130Americans with Disabilities Fund $0 0.00%$0$0$0
142Climate Protection Grant $0 0.00%$405$0$0
143North 7th Corridor TIF District $0 0.00%$108,628$866,849$866,849
144North East Urban Renewl TIF District ($108,912)‐52.79%$38,772$206,312$97,400
City of Bozeman 199 FY14 Approved Budget
Department:COMMUNITY SERVICES
Activity:Public Welfare
145Mandeville Farm TIF $0 0.00%$1,833$0$0
176Downtown BID $0 0.00%$114,373$114,000$114,000
186Development Impacts (Big Box)$0 0.00%$114,760 $0 $0
190Energy Grants $0 0.00%$127,234$0$0
191Tourism BID $0 0.00%$406,961 $410,000 $410,000
Totals $2,307,702 $4,031,525 $4,110,025
City of Bozeman 200 FY14 Approved Budget
Department:NON‐DEPARTMENTAL
Activity:Other
Program Description:
The Non‐Departmental unit 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 Objectives:
To accurately budget and account for non‐departmental costs.
Budget Highlights:
General Fund contribution to the Band ‐ $6,000
Contingency Appropriation $150,000
Transfer to Police & Fire $1,900,000 for Non‐Cash State contribution to Pensions.
MMIA Declaratory Judgment Settlement ‐ $675,000
Accomplishments:
FY11: Closing of pass‐through levy special revenue funds (Liability Insurance, PERS, Police & Fire Pension Funds) in compliance with
new GASB Statement No. 54.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 201 FY14 Approved Budget
Department:NON‐DEPARTMENTAL
Activity:Other
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
WL01 Health Insurance: Plan Options Offered 555 5
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
WL02 Pension Plans Participated In 333 3,
City of Bozeman 202 FY14 Approved Budget
Department:NON‐DEPARTMENTAL
Activity:Other
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
0.00%$0$0Salaries & Benefits$0$0
0.60%$6,761,874$6,802,695Operating$4,164,840$40,821
0.00%$0$0Capital$0$0
0.00%$0$0Debt Service$0$0
‐0.33%$2,355,185$2,347,520Transfers$2,223,014($7,665)
Totals $6,387,854 $9,117,059$9,150,215
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
8910Insurance $105,079 2.66%$4,052,728$3,955,105$4,060,184
8920City Band $0 0.00%$6,000$6,000$6,000
8940Other/Contingencies ($64,258)‐2.37%$11,064 $2,717,000 $2,652,742
8960Transfers ($7,665)‐0.33%$2,223,069$2,355,185$2,347,520
8970Senior Transportation $0 0.00%$83,901$83,769$83,769
8980General $0 0.00%$0$0$0
Totals $6,376,762 $9,117,059 $9,150,215
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
010General Fund ($244,179)‐7.14%$807,810 $3,422,141$3,177,962
103Permissive Medical Levy Fund $157,335 7.78%$1,789,983$2,021,149$2,178,484
104Liability Insurance Fund $0 0.00%$0$0$0
105PERS Pension Fund $0 0.00%$0$0$0
131Beautification of Bozeman $0 0.00%$55$0$0
175Senior Transportation Fund $0 0.00%$83,901$83,769$83,769
720Employee Health Insurance $120,000 3.34%$3,695,013$3,590,000$3,710,000
Totals $6,376,762 $9,117,059 $9,150,215
City of Bozeman 203 FY14 Approved Budget
Department:GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE
Activity:Other
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. In November 2012, voters approved the issuance of
$15 Million in General Obligation Bonds to fund Trails, Open Space, and Parks (TOP) Acquisition and Improvements.
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.
Budget Highlights:
Issuance of an estimated $5 Million in TOP G.O. Bonds.
Accomplishments:
•Refinance of the 3 Series of TransportaƟon and Library Bonds occurred in 2012. •Approximately $5 Million of the $15 Million
approved TOP bond is expected to be issued early in FY14.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 204 FY14 Approved Budget
Department:GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE
Activity:Other
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
WL01 GO Bond Issues 333 4
City of Bozeman 205 FY14 Approved Budget
Department:GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE
Activity:Other
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
0.00%$0$0Salaries & Benefits$0$0
0.00%$0$0Operating$0$0
0.00%$0$0Capital$0$0
50.22%$696,937$1,046,937Debt Service$787,495$350,000
0.00%$0$0Transfers$0$0
Totals $787,495 $696,937$1,046,937
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
9310G.O. Bonds $350,000 50.22%$787,495$696,937$1,046,937
Totals $787,495 $696,937 $1,046,937
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
301Library Bonds $0 0.00%$333,170 $274,849 $274,849
302Transportation Bonds $0 0.00%$454,325$422,088$422,088
304Parks & Open Space Bond $350,000 #Div/0!$0$0$350,000
Totals $787,495 $696,937 $1,046,937
City of Bozeman 206 FY14 Approved Budget
Department:SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
Activity:Other
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:
•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.
•Meet the requirements of state law.
Budget Highlights:
We anticipate using the Revolving Fund to provide a low‐cost loan to finance the Story Street Reconstruction SID. A very rough
estimate of the project costs has been made.
Accomplishments:
• Provided low‐cost financing to the South 8th SID property owners. • Minimum Fund requirements are met (and frequently
exceeded) on an annual basis. • Excess money in the amount of $613,000 was transferred to the General Fund in FY13.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 207 FY14 Approved Budget
Department:SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
Activity:Other
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Effectiveness Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
PM01 State Minimum Fund Balance Requirement Met5%YesYesYes Yes
City of Bozeman 208 FY14 Approved Budget
Department:SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
Activity:Other
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
0.00%$0$0Salaries & Benefits$0$0
0.00%$0$0Operating$0$0
0.00%$0$0Capital$0$0
0.00%$0$0Debt Service$0$0
‐67.37%$613,000$200,000Transfers$0($413,000)
Totals $0 $613,000 $200,000
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
9510SID Bonds Revolving ($413,000)‐67.37%$0$613,000$200,000
Totals $0 $613,000 $200,000
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
300SID Revolving Fund ($413,000)‐67.37%$0 $613,000 $200,000
Totals $0 $613,000 $200,000
City of Bozeman 209 FY14 Approved Budget
Department:SPECIAL DISTRICT DEBT
Activity:Other
Program Description:
The Special Improvement District (SID) & Tax Increment Finance (TIF) bond budget unit is used to account for the payments of
principal and interest on the various special improvement district 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 & TIF Bonds.
Budget Highlights:
The budget includes appropriation authority necessary
Accomplishments:
Timely payment of debt requirements.
PROGRAM INFORMATION
Adopted Work Plan Items:
No specific items identified this year.
City of Bozeman 210 FY14 Approved Budget
Department:SPECIAL DISTRICT DEBT
Activity:Other
Department Performance Measures:
PERFORMANCE ‐ WORKLOAD INFORMATION
Workload Measures Standard FY14
Estimate
FY11 ActualFY12 ActualFY13
Budget
WL01 Tax Increment District: Number of Bond Issues 111 1
City of Bozeman 211 FY14 Approved Budget
Department:SPECIAL DISTRICT DEBT
Activity:Other
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
FINANCIAL INFORMATION
Category FY12 ActualFY13 Budget FY14 Approved $ Change % Change
0.00%$0$0Salaries & Benefits$0$0
0.00%$0$0Operating$0$0
0.00%$0$0Capital$0$0
6.20%$1,928,388$2,047,888Debt Service$2,696,309$119,500
0.00%$0$0Transfers$0$0
Totals $2,696,309 $1,928,388$2,047,888
$ Change % ChangeFY12 Actual FY13 BudgetFY14 ApprovedDivision
9710SID Bonds $119,500 6.20%$2,696,309$1,928,388$2,047,888
9720TIF Bonds $0 0.00%$0$0$0
Totals $2,696,309 $1,928,388 $2,047,888
% Change$ ChangeFundFY13 BudgetFY14 ApprovedFY12 Actual
305Downtown TIF Bonds $0 0.00%$421,988 $428,388 $428,388
310SID Bond Funds $119,500 7.97%$2,274,321$1,500,000$1,619,500
Totals $2,696,309 $1,928,388 $2,047,888
City of Bozeman 212 FY14 Approved Budget
APPENDIX
___________________________________________________________________
The Appendix includes:
Capital Expenditures Summary
Water and Wastewater Rate Increase Table
Consumer Price Index Table
Debt Service Schedules
Reference Table
Staffing Summary
Glossary of Terms
City of Bozeman 213 FY14 Approved Budget
CAPITAL EXPENDITURES SUMMARY
Object Description
M&E:COMPUTER SOFTWARE
M&E:COMPUTER SOFTWARE
M&E:COMPUTER SOFTWARE
BLD:BUILDINGS+BLDG DESIGN
VEH:AUTOS + LIGHT TRUCKS
M&E:COMPUTER HARDWARE
M&E:COMPUTER HARDWARE
BLD:BUILDINGS+BLDG DESIGN
M&E:COMPUTER SOFTWARE
M&E:OFFICE EQUIP+FURNITUR
RECREATIONBLD:BUILDINGS+BLDG DESIGNCM ADJUSTMENT:
CONSTRUCTION OF SPLASH PARK$300,000.00
$1,896,913.00
M&E:OFFICE EQUIP+FURNITUR
$12,500.00
IMP:INFRASTRUCTURE+IMPROV
$430,000.00
STREET OPSREPLACE RUSTED OUT SANDER$10,000.00
VEH:AUTOS + LIGHT TRUCKS
$1,205,383.00
M&E:COMPUTER SOFTWARE
M&E:MACH+EQUIP/HEAVY TRUK
$62,000.00
IMP:INFRASTRUCTURE+IMPROV
$350,000.00
M&E:COMPUTER HARDWARE
STREET OPS CIP SIF35: OAK STREET 5TH LANE $250,000.00
STREET IMPACT FEE - CAPITAL EXPENDITURES
BLDG INSPECTION
OPS
CIP BI02: HARDWARE AND SOFTWARE $100,000.00
FORESTRY CIP: CHIPPER $50,000.00
TREE MAINTENANCE - CAPITAL EXPENDITURES
STREET OPS CIP SIF01: R.O.W. ACQUISITION $100,000.00
STREET MAINTENANCE - CAPITAL EXPENDITURES
FORESTRY CITYWORKS SITE LICENSES SHARE - ONE TIME COST $12,000.00
STREET OPS CIP STR01: ONE TON 4 WHEEL DUMP TRUCK WITH DUMP BE $40,000.00
STREET OPS CIP STR37: TANDEM DRUM VIBRATORY ASPHALT COMPACTO $45,000.00
STREET OPS CIP STR17: SINGLE AXEL DUMP TRUCK W/PLOW & SANDER $140,383.00
TRAFFIC SIGNS &
MARKERS
CIP STR20: BIKE PATH IMPROVEMENTS-S. WILLSON, S
23RD, & N 11TH
$25,000.00
STREET CONSTRX CIP CR03: MICROPAVER (STREET REC SHARE)$125,000.00
STREET CONSTRX CIP REC04: STORY STREET RECONSTRUCTION $400,000.00
STREET CONSTRX CIP CR03: MICROPAVER (CURBS SHARE)$25,000.00
$350,000.00STREET CONSTX CIP CR02: SOUTH WILLSON-CLEVELAND TO KOCH
STREET OPS CIP STR11: MEDIANS & BOULEVARD MTC $45,000.00
GAS TAX - CAPITAL EXPENDITURES
STREET MAINT CURB,GUTTER AND SIDEWALK REPLACEMENT PROGRAM.$50,000.00
STREET MAINT PEDESTRIAN RAMPS-ADA $25,000.00
STREET MAINT THERMOPLASTIC LANE MARKING PROJECTS $25,000.00
CITY PLANNING FUND - CAPITAL EXPENDITURES
STREET MAINT ON-GOING ITEMS OF A SIGNIFICANT NATURE INCLUDE;
STREET MAINT CHIP SEAL, MILL AND OVERLAY PROJECTS.$330,000.00
GENERAL FUND - CAPITAL EXPENDITURES
OPERATIONS REPLACEMENT OF THE EXISTING DEPARTMENTAL COPIER
TO BE SHARED WITH PUBLIC WORKS
$12,500.00
BOGERT POOL GUTTER TILE REPAIRS$25,000.00
NEW POOL DESIGN-PORTION.REMAINDER IN FOLLOWIN YR $125,000.00BOGERT POOL
LIBRARY OPS PUBLIC KYOCERA COLOR COPIER/PRINTER (TERRELL'S)$7,413.00
PARK OPERATIONSCITYWORKS SITE LICENSE SHARE - ONE TIME COST$12,000.00
PARK OPERATIONSDESIGN/SITE/ENGINEERING FOR SPLASH PARK$25,000.00
RECREATION OPS
G.I.S.CIP GF184 $25,000.00
FIRE OPERATIONSCAD UPGRADES$2,000.00
POLICE OPS CIP GF052: REPLACEMENT OF 1 UNMARKED VEHICLE $35,500.00
POLICE OPS CIP GF053: REPLACEMENT OF 4 PATROL VEHICLES $208,000.00
POLICE OPS CIP GF050: POLICE/COURT FACILITY LAND & SITE WRK $1,000,000.00
CITY HALL CITYWORKS SITE LICENSE SHARE - ONE TIME COST$12,000.00
SHOP COMPLEX CIP GF104:CITY-WIDE ENERGY UPGRADES POOLED FUNDS $15,000.00
DATA PROCESSING CIP GF080: SWITCH & ROUTER REPLACEMENTS $40,000.00
CITY ATTORNEY CIP GF176: ELECTRONIC DISCOVERY SOFTWARE $65,000.00
Division DescriptionMiscellaneous DataFY14 REQUEST
City of Bozeman 214 FY14 Approved Budget
CAPITAL EXPENDITURES SUMMARY
Object DescriptionDivision DescriptionMiscellaneous DataFY14 REQUEST
$100,000.00
BLD:BUILDINGS+BLDG DESIGN
$75,000.00
M&E:MACH+EQUIP/HEAVY TRUK
$437,864.00
IMP:INFRASTRUCTURE+IMPROV
M&E:COMPUTER HARDWARE
M&E:COMPUTER SOFTWARE
$41,380.00
IMP:INFRASTRUCTURE+IMPROV
$5,000,000.00
IMP:INFRASTRUCTURE+IMPROV
M&E:COMPUTER HARDWARE
$1,056,665.00
IMP:INFRASTRUCTURE+IMPROV
VEH:AUTOS + LIGHT TRUCKS
M&E:COMPUTER SOFTWARE
M&E:MACH+EQUIP/HEAVY TRUK
$1,153,650.00
M&E:MACH+EQUIP/HEAVY TRUK
$659,984.00
M&E:MACH+EQUIP/HEAVY TRUK
$17,000.00 VEHICLE MAINTENANCE - CAPITAL EXPENDITURES
GRAND TOTAL - CAPITAL EXPENDITURES $12,498,339.00
CIP VM002-FLOOR SCRUBBER $17,000.00VEHICLE OPS
SOLID WASTE - CAPITAL EXPENDITURES
SOLIDWASTE COLL
OPERATION
CIP SW26: SIDE LOAD PACKER REPLACEMENT (MOVED FRO $134,984.00
SOLIDWASTE COLL
OPERATION
FY13)
SOLIDWASTE COLL
OPERATION
CIP SW27: REPLACEMENT FRONT LOAD TRUCK $250,000.00
SOLIDWASTE COLL
OPERATION
CIP SW28: REPLACEMENT SIDE LOAD TRUCK $275,000.00
WASTE WATER - CAPITAL EXPENDITURES
SOLIDWASTE COLL
OPERATION
SIGNIFICANT BUDGET INCREASES ARE ATTIBUTABLE TO:
SLUDGE INJECTION CIP WW30:NEW DIGESTER DRAFT TUBE MIXER $42,000.00
WASTEWATER
PLANT OPS
CIP WW32: FISHING ACCESS LATRINE $10,000.00
WASTEWATER
PLANT OPS
CITYWORKS SITE LICENSE SHARE$12,000.00
WASTEWATER
PLANT OPS
CIP WW31: REPLACE LIFT #1 PUMP $19,000.00
WASTEWATER
CONSTRUCTION
CIP WW08: 14 WASTER WATER PIPE REPLACEMENT $1,003,150.00
WASTEWATER OPS CIP WW02: 1 TON TRUCK WITH HOIST $45,000.00
WASTEWATER
CONSTRUCTION
CIP WW07: ENGINEERING PROJECT DESIGN $22,500.00
WATER - CAPITAL EXPENDITURES
WATER CONSTRX CIP W03 ENGINEERING DESIGN FOR REHAB $22,500.00
WATER OPS CIP W24 FIXED BASE METER READ SYSTEM $60,000.00
WATER CONSTRX CIP W04-14 WATER PIPE REPLACEMENT PROGRAM $974,165.00
LIBRARY DEPRECIATION FUND - CAPITAL EXPENDITURES
PARK OPS FY14 $5,000,000.00
PARKS & OPEN SPACE BOND - CAPITAL EXPENDITURES
LIBRARY OPS CIP LIB03: LIBRARY SELF CHECK STATION $14,000.00
LIBRARY OPS CIP LIB07: PRINT MANAGEMENT SOFTWARE SYSTEM $15,000.00
FIRE DEPARTMENT EQUIPMENT - CAPITAL EXPENDITURES
LIBRARY OPS CIP LIB05: LIBRARY WIDEN SIDEWALK ADJOINING $12,380.00
LIBRARY OPS EAST SIDE PARKING LOT
FIRE OPS CIP FE03: STATION #1 SCHEMATIC $42,864.00
FIRE OPS CIP FE02: LADDER TRUCK (CONTRACT BALANCE)$260,000.00
FIRE OPS CIP FE02: LADDER TRUCK EQUIPMENT $100,000.00
PARKS MASTER PLAN DEVELOP - CAPITAL EXPENDITURES
FIRE OPS CIP FE05: DEFIBTILLATOR REPLACEMENT FY14 $35,000.00
BUILDING INSPECTION FUND - CAPITAL EXPENDITURES
PARK OPS FY14 BUDGET TO EXPEND PARK IMPROVEMENT GRANTS $75,000.00
City of Bozeman 215 FY14 Approved Budget
WATER & WASTEWATER RATE INCREASES
___________________________________________________________________
Calendar Year Water Rates Wastewater Rates Storm Water Rates
1989 7.0%12.0%
1990 6.5%10.5%
1991 4.5%9.0%
1993 ‐ 9.5%
1994 5.0%9.5%
1995 ‐ 12.0%
1996 4.0%4.0%
1996 Surcharge ‐ 25.0%
1998 Surcharge ‐ 20.0%
1998 3.0%3.0%
1999 7.0%28.0%
2000 3.0% ‐
2001 7.0%3.0%
2003 6.0% ‐
2005 10.0%15.0%
2006 10.0%10.0%
2007 ‐5.0%
2008 ‐9.0%
2009 3.2%10.2%
2010 3.2%10.2%
2011 4.5%6%
2012 4.5%6%Utility Created
2013 3.0%3.0%4.0%
2014 Approved 0%3.0%4.0%
City of Bozeman 216 FY14 Approved Budget
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
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%
2008 210.2 0.1%
2009 216.0 2.7%
2010 219.2 1.5%
2011 225.7 3.0%
2012 229.6 1.7%
The City’s Living Wage Ordinance bases increase on the CPI‐U for Western States.
Consumer Price Index, WESTERN STATES— All Items, Unadjusted, Urban Consumers
(CPI-U). Source: Bureau of Labor Statistics, US Dept of Labor
ANNUAL CPI-U Western % Change
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%
2008 219.6 3.5%
2009 218.8 (0.4%)
2010 221.2 1.1%
2011 227.5 2.9%
2012 232.4 2.5%
City of Bozeman 217 FY14 Approved Budget
LIBRARY G.O. BOND #1 SCHEDULE
___________________________________________________________________
City of Bozeman 218 FY14 Approved Budget
LIBRARY G.O. BOND #2 SCHEDULE
___________________________________________________________________
City of Bozeman 219 FY14 Approved Budget
TRANSPORTATION G.O. BOND SCHEDULE
City of Bozeman 220 FY14 Approved Budget
Department Fund
Dept
Smry
Fund
Stmt
Administrative ServicesGeneral10573
Building InspectionSpecial Revenue13076
CemeteryGeneral17673
City AttorneyGeneral10273
City Attorney: Victim Witness AdvocateSpecial Revenue10281
City CommissionGeneral9173
City ManagerGeneral9473
Community DevelopmentSpecial Revenue10873-74
Community ServicesGeneral19673
Community Services: NE Urban RenewalSpecial Revenue19681
Community Services: Community HousingSpecial Revenue19677
Community Services: Downtown BIDSpecial Revenue19682
Community Services: Downtown TIF DistrictSpecial Revenue19676
Community Services: Housing Revolving LoanSpecial Revenue19677
Community Services: N. 7th Corridor TIFSpecial Revenue19680
Community Services: Tourism BIDSpecial Revenue19683
Facilities ManagementGeneral11373
FireGeneral12573
Fire: Capital & Equipment ReplacementSpecial Revenue12583
ForestrySpecial Revenue18575
General Obligation Debt ServiceDebt Service20484
LibraryGeneral18973
Library: DepreciationCapital Projects 18985
Library: Special RevenueSpecial Revenue18979
Municipal CourtGeneral9873
Non-DepartmentalGeneral20173
Non-Departmental: Employee Health InsuranceSpecial Revenue20188
Non-Departmental: Permissive Medical Special Revenue20174
Non-Departmental: Senior TransportationSpecial Revenue20181
ParkingEnterprise Fund13387
ParksGeneral18073
Parks: Improvement GrantsSpecial Revenue18082
Parks: Special RevenueSpecial Revenue18079
Parks: TOP BondCapital Projects 18085
PoliceGeneral11973
Police: Domestic ViolenceSpecial Revenue11980
Police: Drug ForfeitureSpecial Revenue11977
Police: Special RevenueSpecial Revenue11980
Public Works AdministrationGeneral13673
RecreationGeneral19273
Recreation: Special RevenueSpecial Revenue19279
Recreation: Story Mansion OperatingSpecial Revenue19283
RecyclingEnterprise Fund17087
Solid WasteEnterprise Fund16787
Page Number
Reference Table
This table is meant to assist you in finding financial data by department
alphabetically.
City of Bozeman 221 FY14 Approved Budget
Department Fund
Dept
Smry
Fund
Stmt
Page Number
Special Improvement District Debt Service 20784
Storm Water Fund Enterprise Fund14888
Streets General Fund 14373
Streets: Community Transportation FundSpecial Revenue14374
Streets: Construction Funds Capital Projects 14385
Streets: Gas Tax Fund Special Revenue14374
Streets: Impact Fees Special Revenue14375-76
Streets: Lighting Districts Special Revenue14381
Streets: Maintenance Fund Special Revenue14375
Vehicle Maintenance Internal Service 17388
Wastewater Fund (WRF)Enterprise Fund16386
Wastewater Fund: Impact Fees Enterprise Fund16387
Wastewater Operations Enterprise Fund15986
Water Fund (WTP)Enterprise Fund15185-86
Water Fund (WTP): Impact Fees Enterprise Fund15186
Water Operations Enterprise Fund15585-86
City of Bozeman 222 FY14 Approved Budget
ApprovedApprovedApproved
FY12FY13FY14
GENERAL GOVERNMENT
City Commission2.10 2.10 2.10
City Manager8.00 8.00 5.00
Municipal Court8.50 8.50 8.50
City Attorney7.00 7.00 7.00
Administrative Services10.00 11.00 19.00
Community Development8.75 9.00 8.00
Building Maintenance3.00 3.50 3.50
Information Technology6.00 6.00 0.00
TOTAL GENERAL GOVERNMENT53.35 55.10 53.10
PUBLIC SAFETY
Police Department71.75 72.75 72.75
Fire Department41.75 43.75 45.75
Building Inspection10.55 10.55 12.55
Parking4.50 4.50 5.50
TOTAL PUBLIC SAFETY128.55 131.55 136.55
PUBLIC SERVICES
Public Works Administration/Engineering10.00 10.00 12.00
Streets17.62 17.62 18.62
Storm Water- 1.00 1.00
Water Plant9.77 9.77 11.27
Water Operations15.62 15.62 15.62
Wastewater Operations10.25 10.25 11.25
Wastewater Plant15.87 16.37 17.47
Solid Waste Collection14.74 14.74 14.74
Solid Waste Recycling1.00 1.00 1.00
Staffing Summary
Vehicle Maintenance 5.00 5.00 5.00
TOTAL PUBLIC SERVICES 99.87 101.37 107.97
PUBLIC WELFARE
Cemetery (numerous short terms)3.33 3.33 3.33
Parks (numerous short terms)11.77 11.77 11.77
Forestry 4.60 4.60 4.60
Library 21.06 21.56 23.11
Recreation (numerous short terms)15.83 15.83 16.83
Community Services 2.00 2.00 4.00
TOTAL PUBLIC WELFARE 58.59 59.09 63.64
TOTAL EMPLOYEES 340.36 347.11 361.26
Net FTE Increase from Previous Year 6.7514.15
% Increase from Previous Year 2.0%4.1%
A. Rosenberry, 8/30/2013City of Bozeman 223 FY14 Approved Budget
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
spent.
AMERICAN RECOVERY Federal legislation signed in early 2009. Commonly referred to as
& REINVESTMENT ACT the “Stimulus Bill” or “stimulus.”
(ARRA)
APPROPRIATION Legal authorization granted by City Commission to make expenditures and incur
obligations.
ARRA See “American Recovery & Reinvestment Act”
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, Property values are
established by the Montana Department of Revenue.)
ASSET Resources owned or held by a government having monetary value.
AVAILABLE Refers to the funds remaining from the prior years which are available for
(UNDESIGNATED) appropriation and expenditure in the current year
FUND BALANCE .
BALANCED BUDGET Refers to a government budget with revenues equal to expenditures.
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 general 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.
City of Bozeman 224 FY14 Approved Budget
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 Commission and the
public with a general summary of the most important 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 one of three forms: GAAP, Cash, and Modified Accrual.
BUDGETARY CONTROL The control or management of a government or enterprise in accordance with
an approved budget for the purpose of keeping expenditures within the
limitations of available appropriations and available revenues.
CAPITAL BUDGET The Capital Budget comprises the capital improvements that are funded in the
current budget year.
CAPITAL The item has a unit cost over $5,000, benefits future periods, has a normal
EXPENDITURE 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. Improvements to existing assets must add life and
value to be included as a capital item.
CAPITAL Expenditures related to the acquisition, expansion, or rehabilitation of an
IMPROVEMENTS element of the government’s physical plant; sometimes referred 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 annually 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.
City of Bozeman 225 FY14 Approved Budget
CIP See Capital Improvement Program.
CONTINGENCY A budgetary reserve set aside for emergencies or unforeseen expenditures 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 permitted.
DEBT RATIO Ratios which provide a method of assessing debt load and the ability 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 interest.
DEBT SERVICE FUND
REQUIREMENT The amounts of revenue which must be provided for a Debt Service 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 Finance 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, including depreciation) of providing
goods or services to the general public on a continuing basis be financed or
recovered primarily through user charges.
City of Bozeman 226 FY14 Approved Budget
ESTIMATE The most recent prediction of current year revenue and expenditures.
Estimates are based upon many months of actual expenditure and revenue
information and are prepared to consider the impact 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 recording
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 The excess of assets over liabilities. The beginning fund balance is the residual
funds brought forward from the previous fiscal year.
Nonspendable fund balance ‐‐ Amounts that are not in a spendable form (such
as inventory) or are required to be maintained intact (such as the corpus of an
endowment fund).
Restricted fund balance ‐‐ Amounts constrained to specific purposes by their
providers (such as grantors, bondholders, and higher levels of government)
through constitutional provisions or by enabling legislation.
Committed fund balance ‐‐ Amounts constrained to specific purposes by a
government itself using its highest level of decision‐making authority; to be
reported as committed, amounts cannot be used for any other purpose unless
the government takes the same highest‐level action to remove or change the
constraint.
City of Bozeman 227 FY14 Approved Budget
Assigned fund balance ‐‐ Amounts a government intends to use for a specific
purpose; intent can be expressed by the governing body or by an official or body
to which the governing body delegates the authority.
Unassigned fund balance ‐‐ Amounts that are available for any purpose; these
amounts are reported only in the General 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 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.
GOVERNMENTAL
FUNDS Funds generally used to account for tax‐supported activities. Governmental
funds include: general, special revenue, debt service, capital projects, and
permanent funds.
GRANT A contribution by one government unit or funding source to another. 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 Special assessment districts formed by property owners who desire and are
DISTRICT 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 example, 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
City of Bozeman 228 FY14 Approved Budget
FUND A fund used to account for the financing of goods or services provided 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 machinery.
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 issuance.
MANDATE Legislation passed by the state or federal government requiring action or
provision of services and/or programs by the City. Examples include the
Americans with Disabilities Act, which requires 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 assessed valuation.
OBJECT As used in expenditure classification, this term applies to the article purchased
or the service obtained (as distinguished from the results obtained from
expenditures). Examples are personnel services, contracted services, and
supplies and materials.
OBJECTIVE Desired outcome‐oriented accomplishments 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 pertaining to daily operations that provides basic
governmental services. The operating budget contains appropriations for such
expenditures as personnel, supplies, utilities, 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 constitutional 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.
City of Bozeman 229 FY14 Approved Budget
OVERLAPPING DEBT The City’s proportionate share of the debt of other local governmental units
which either overlap it or underlie it. The debt is generally apportioned based
on relative assessed value.
PAYMENT IN LIEU
OF TAXES Also referred to as PILT. Payments made in lieu of taxes from another
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 services.
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.
PROPRIETARY FUND Funds that focus on the determination of operating income, changes in net
position (or cost recovery) financial position, and cash flows. Proprietary funds
include enterprise and internal service funds.
RESOLUTION A special or temporary order of a legislative body (City Commission) requiring
less legal formality than an ordinance or statute.
RESOURCES Total amounts available for appropriation including estimated revenues, 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 accidental loss in
the most economical method.
SPECIAL IMPROVEMENT
DISTRICT (SID) An area defined and designated for improvements, often financed with bond
proceeds that specifically benefit the property owners within the area of the
district. Debt is repaid through annual assessments to property owners.
City of Bozeman 230 FY14 Approved Budget
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 specified 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.
TIF Tax Increment Financing. A method of using incremental increases in property
tax values to fund the improvements or efforts of a designated area.
TRANSFERS IN/OUT Amounts transferred from one fund to another to assist in financing
the services from 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.
WORKING CAPITAL The different between current assets and current liabilities.
WORKLOAD
INDICATOR A unit of work to be done (e.g. number of permit applications received for the
number of burglaries to be investigated.)
WRF Water Reclamation Facility; commonly referred to in the past as a Wastewater
Treatment Plant.
City of Bozeman 231 FY14 Approved Budget