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Home My WebLink AboutFiscal Year 2007 Approved Budget, City of Bozeman G'f/y 67/66:‹ City of ozeman, Montana City Manager's Recommended Budget Fiscal Year 2006-2007 `, 14 CITY OF BOZEI AN, MONTANA FISCAL YEAR 2006-2007 CITY MANAGER'S RECOMMENDED ANNUAL OPERATING AND CAPITAL IMPROVEMENT BUDGET CITY COMMISSION Jeff Krauss—Mayor Sean Becker—Commissioner Steven R. Kirchhoff—Commissioner Kaaren Jacobson—Commissioner Jeff Rupp—Commissioner CITY MANAGER Chris Kukulski - City Manager CITY STAFF Anna Rosenberry, CPA—Finance Director City of Bozeman, Montana 3 City Manager's Recommended Budget FY06-07 PUBLIC REVIEW & PARTICIPATION The City encourages open and transparent government—and offers multiple ways to ac- cess this document in an effort to better inform City residents and property owners. • This document is available on the City of Bozeman's website at www.bozeman.net. • 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 411 E Main, Bozeman Montana. • It is available for review at the Bozeman Public Library • Copies may be purchased from the Finance Department, 411 E Main, Bozeman Mon- tana for$30. The public is strongly encouraged to attend all work sessions and the public hearing which is held prior to final adoption of the budget. City of Bozeman,Montana 4 City Manager's Recommended Budget FY06-07 DISTINGUISHED BUDGET PRESENTATION AWARD FOR FY2005-2006 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, 2005. The City has received this award for each budget it has prepared in the past 15 years. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan and as a communications device. This award is valid for a period of one year only. We believe our current budget contin- ues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Bozeman Montana For the Fiscal Year Beginning July 1,2005 6444/qtA-Aer 4*/C j"..*1 President Executive Director City of Bozeman,Montana 5 City Manager's Recommended Budget FY06-07 Table of Contents Introduction Page 3 Transmittal Letter: Budget Message 9 Vision Statement, Mission Statement, Goals 16 Core Values 17 Fiscal Policies 18 Financial Structure 24 Budget Process 29 Organization Chart 35 Summaries Financial Summaries 36 Mill Levies & Mill Values 39 Appropriations by Type and Appropriations by Fund 40 Legal Debt Limit and Bond Rating 41 Staffing Summary 42 Revenue/Expenditure Trends Revenue Discussion 43 Revenue Details & Estimates 46 Fund Balance & Working Capital Fund Balance & Working Capital Analysis 54 City of Bozeman, Montana 6 City Manager's Recommended Budget FY06-07 Table of Contents (cont'd) General Government Page 58 City Commission 59 City Manager 63 Municipal Court 69 City Attorney 74 Finance/Information Technology 80 Planning 86 Building Maintenance 92 Public Safety 95. Police 96 Fire 102 Building Inspection 108 Parking 114 Joint Dispatch 120 Public Services 124 Public Services Administration 125 Streets 131 Water Plant 137 Water Operations 143 Wastewater Operations 148 Wastewater Plant 153 Solid Waste Collection 158 Solid Waste Disposal 164 Solid Waste Recycling 169 Vehicle Maintenance 175 City of Bozeman,Montana 7 City Manager's Recommended Budget FY06-07 Table of Contents (cont'd) Public Welfare . 180 Cemetery 181 Parks 187 Forestry 192 Library 196 Recreation 202 Community Development 208 Other 212 Non-Departmental 213 General Obligation (GO) Bonds 216 SID Revolving Fund 218 SID Bonds 220 Appendices 222 Capital Expenditures Summary 223 Water &Wastewater Rate Increases 224 US Consumer Price Index 225 Transportation GO Bond Debt Schedule 226 Library GO Bond #1 Debt Service Schedule 227 Library GO Bond #2 Debt Service Schedule 228 Water Revenue Bond Debt Service Schedule 229 Lyman Creek#1 & #2 Rev. Bond Schedule 230 Glossary of Key Terms 232 City of Bozeman,Montana 8 City Manager's Recommended Budget FY06-07 CITY MANAGER'S BUDGET MESSAGE May 1, 2006 Bozeman City Commission: I am pleased to introduce the City Manager's Recommended Budget for the Fiscal Year 2006-2007. This budget strives to meet the needs of our growing community with the lim- ited resources that the City has available. It is designed to further the City's vision of "Bozeman, the most livable place". Budget Directives In January, the Commission set the foundation for budget development in the form of Budget Directives. Those Directives are listed below, along with how they have been in- corporated into this document. Build the Unreserved General Fund Balance to 18% of Revenues. This budget pro- vides for an unreserved General Fund Balance estimated to be $3.3 million at the end of FY2007. This represents 18% of the projected revenues for the year. Taxing Authority: • Adjust mill levies by statutory inflation factor of 1.43%. Included in this budget, the statutory inflation factor is estimated to bring in an additional $106,866 in tax dol- lars this year. • Increase Permissive Medical Levy for health insurance costs, if necessary. Through both the effective management of employee health insurance costs and the estimated growth in mill value, the levy will not need to be increased this year. Fund Capital Improvement Projects as adopted in the CIP this spring. Street im- pact fee projects are budgeted as adopted in the CIP on May 1st, 2006. Other CIP docu- ments have not been adopted due to the timing of large facility study plans. Estimates for FY07 are included for Water, Wastewater, Storm water and Fire capital that will be re- vised as facility studies become available. Target Planning Fees to recover 75% of costs. On May 1, 2006, new Planning Fees were implemented that are expected to recover 53% of application-driven planning costs (subdivision review, etc). Borrow from an outside source to fund the Long Term Library Loan in Spring 2007, est $1.2 Million. This budget includes "proceeds from long term debt" deposited into the Library Construction Fund of$1.2 Million—most likely in the form of an Intercap Loan from the State Board of Investments. Short-Term Priorities In the development of any annual operating budget, short-term goals and initiatives come to the forefront. For fiscal year 2006-2007, the Commission communicated its Funding Goals for the coming year. When developing the balanced budget, these goals were util- City of Bozeman,Montana 9 City Manager's Recommended Budget FY06-07 ized in order to prioritize project funding. • Utility Rate Phase-In • Target: Recreation Fees to recover 75% of costs • Target: Cemetery fees to recover 50% of costs. • City Hall: Dedicate 3 mill ($174,189) in taxing authority that was not levied last year to facility needs for renovation costs, debt payment, etc. • Doubling the Affordable Housing allocation from 1 Mill to 2 Mills. • Increase resources dedicated to Police Patrol. • Fund Engineering and Design of new WWTP. • Implement Fire Station Staffing/Facility plan results. • Fund Infrastructure development at Mandeville Farm property. In the summer of 2005, the City undertook the National Citizen survey to learn from our citizens about their impressions of our services. They gave us "above average" marks in the areas of Parks, Recreation, and Sense of Neighborhood and Downtown Safety. Our rate of growth, traffic congestion, and traffic enforcement were all identified as "problems" for the City. These comments helped to shape funding recommendations for this coming year. Staffing Levels and Changes Our rapidly growing community has placed considerable strain on the workloads of exist- ing City staff. Past funding philosophies relied heavily on increasing efficiency through technology, keeping additions to staff at an average 5 FTE's per year. While we continue to see technology as a key to increased efficiency, there is a need to add staff at a much higher rate this year to adequately meet our community's needs. During budget preparation, departments submitted personnel requests for a total of 36.5 new full-time-equivalent (FTE) positions, an unprecedented number of requests. This budget includes funding for 12 new FTE's, as described in the following table. Position Department FTE's 2 Police Officers Police Department 2.0 Operations Chief Fire Department 1.0 Firefighter Fire Department 1.0 City Service Worker Parks Department 1.0 Code Enforcement Officer Planning/Bldg Department 1.0 Planning Aide Planning Department 1.0 Planner I Planning Department 1.0 2 City Service Workers Streets Department 2.0 City Service Worker Forestry Department 1.0 City Service Worker Collection Department 1.0 TOTAL 12.0 City of Bozeman,Montana 10 City Manager's Recommended Budget FY06-07 Five are funded by the General Fund(Police, Fire, Parks), one-half by the building inspec- tion fund (Code Enforcement), two and one-half by the Planning Fund, two by the Street Maintenance District, one by the Tree Maintenance District, and one by Solid Waste Col- lections. The extremely tight local labor market and years of record-low unemployment levels have also made it challenging to recruit and retain qualified employees. The budget includes pay increases according to existing labor contracts. At this time, two of the contracts are in negotiations for the coming year: Firefighters and Teamsters. Contracts with the Po- lice Officers and MPEA employee group expire at the end of the coming fiscal year (June 30, 2007). The budget includes approximately$30,000 additional dollars for the MPEA group in order to adjust some existing positions to a market pay, in hopes of improving employee retention. Lone-Term Concerns and Issues Infrastructure: Paramount to the City's future development and service delivery is the funding of the many long-range infrastructure plans that the City is undertaking: • Water Facility Plan (completion June 2006) • Wastewater & Storm Water Facility Plan (completion May 2006) • Fire Facility and Staffing Plan (completion June 2006) • Transportation Plan (completion late 2007) • 2020 Plan Update (completion 2007) At this time, we are weeks away from the adoption of most of these plans. After adoption, it is expected that budget changes will be made, based on the study findings. Those changes can be discussed during the budget hearing and worked into the final budget that is adopted in August. Revenue Sources: The city strives for diversified sources of revenue; not putting all our financial eggs in one basket, so to speak. In Montana, cities are highly dependant on prop- erty taxes in our General Fund, which provides services such as fire, police, general ad- ministration, libraries, parks, recreation, etc. As a long-term strategy, we will be looking for ways that more fairly distribute the tax burden among all users and can grow in a more direct relationship to the demand for services. Chances in Priorities this Year Solid Waste: One recent change in funding priorities has centered around the issue of Solid Waste, as the City's existing landfill cells are reaching capacity. Last summer, the City Commission was faced with the prospect of constructing a Solid Waste Transfer Sta- tion on its Mandeville Industrial Park property. Questions arose to the total costs and eco- nomic viability of the facility. A final decision was made not to build the station, to in- stead,join the County Solid Waste District, and to direct-haul garbage to the County Landfill. Currently, the City is in the process of joining the regional Solid Waste District and continues to operate our landfill for city residents only. This budget was prepared prior to the new Superintendent's arrival and includes a plan to cap the landfill within the coming year. We have recently hired a new Superintendent who will be analyzing all Solid Waste operations and providing recommendations to the Commission within the next 60 days. Therefore, the proposed Disposal budget will most likely be modified prior to final budget adoption. City of Bozeman, Montana 11 City Manager's Recommended Budget FY06-07 Downtown Parking Garage Project: Just weeks before the final budget adoption last year, a federal appropriation through the Federal Transit Authority was made to the City of Bozeman for an"Inter-modal Parking Facility". It was thought that this project would be breaking ground in FY06 and completed in FY 07. The complex federal application process has been on-going, and it is now anticipated that the project will break ground in the Spring of FY07 with completion in FY08. Approximately$4 million is budgeted for construction in FY07. Additional Debt This budget anticipates borrowing for the following items. The effect of these borrowings can be seen in the Debt Limit estimates on page 41, and is well within the City's statutory debt limit. Project Total Amount Debt Type New Library Construction $1.2 Million General Obligation Loan— General Fund Downtown Parking Garage $4.0 Million Tax Increment District Bonds— Downtown TIF Mill Levy Comparisons,. *West Yellowstone and Whitefish both utilize Local Option Resort Taxes, which the City of Bozeman is prohibited from by state law. City 2004 Census Estimates FY1999 Mills FY2006 Mills Levy Rank IHavre 9,460 115.49 200.30 1 ILewistown 6,116 126.74 195.87 2 Missoula 61,790 139.84 196.39 3 Livingston 7,062 127.15 170.66 4I Kalispell 17,381 111.16 170.00 5 Bozeman 32,414 138.79 168.26 6 Great Falls 56,503 88.79 138.27 7 Helena 27,196 86.19 130.00 8 Billings 96,977 89.00 132.81 9 Belgrade 7,046 86.91 97.99 101 Whitefish* 6,151 88.25 87.06 111 West Yellowstone* 1,234 44.00 48.33 12 City of Bozeman, Montana 12 City Manager's Recommended Budget FY06-07 Residential City Property Taxes for FY05. FY06. and Estimated for FY07 As you can see, the City's tax levy is on a slight downward trend. The City's total tax levy was decreased by 3 mills in FY06, as a planned savings of taxing authority. The FY07 budget anticipates utilizing the statutory increases for new construction and inflation. In FY07, the Fire Equipment levy expires, which was 6 mills in the prior year. The net effect of these changes for FY07 is a estimated 4.48 mill decrease for the year_ ESTIMATED ESTIMATED Assessed Market FY05 FY06 FY07 FY07 City Tax Value Taxable FY05 City Tax Taxable FY06 City Tax Taxable (Estimated Levy (-32%exemption) Value (Levy=171.99) Value (Levy=168.26) Value =163.81) Median Home= $2,937 $505 $2,869 $477 $2,794 $457 $89,000 $150,000 $4,950 $851 $4,830 $812 $4,710 $772 I $200,000 $6,600 $1,135 $6,440 $1,084 $6,280 $1,029:1 The median home "assessed market value" represents the value on the tax roll for a home within the Bozeman city limits. This is the value of the property after the "homestead exemption" is applied (approx 32%). Median simply means that half of the homes in the city have a higher value and half have a lower value. In the past two years, the median value has not change significantly on the tax roll due to the fact that statewide reapprais- als are only done every six years. Likewise, the median is not expected to change much for FY07. For City residents living in the median residential home, they will pay approx $2.80 for each mill the city levies. In FY06, that was a total of$457, or $38.09 per month. General Taxes Cost per Mill One mill levied on all the property in the City resulted in $58,063 in tax collections in FY06. For FY07, we are estimating that number to be $61,750, a 6.6% increase over last year. Actual values won't be known until August, when the state certifies mill values to local governments. City-wide Street and Tree Assessments City property owners also pay annual street and tree assessments based on the square footage of the lot they own. The proposed budgets recommend a 5% increase in both as- sessments, resulting in a $4.28 total increase for average-sized lot owners for the year. Lot Size FY 05 Assessment FY 06 Assessment FY 07 Assessment Per Year Per Year Proposed 5%Increase Small=5,000 sq ft. Streets—$46.80 Streets—$46.80 Streets—$49.15 Trees—$9.60 Trees—$9.90 Trees—$10.40 Average=7,500 sq ft. Streets—$70.20 Streets—$70.20 Streets—$73.73 Trees—$14.40 Trees—$14.85 Trees—$15.60 Large=10,000 sq ft. Streets—$93.60 Streets—$93.60 Streets—$98.30 Trees—$19.20 Trees—$19.80 Trees—$20.80 City of Bozeman, Montana 13 City Manager's Recommended Budget FY06-07 Water & Sewer Rates City property owners are by-and-large required to utilize the city's water and sewer treat- ment systems. With facility studies currently underway, it is anticipated that large capi- tal projects will need to be funded in the coming years. Rate increase for FY07 are pro- posed so that our rate structure can accommodate design and construction costs as well as any debt service payments required. Average residential customers will see an increase of $4.87 per month for both water and sewer services. Average Residential FY 05 Monthly Bill FY 06 Monthly Bill FY 07 Monthly Bill Customer Proposed 10%Increases Water $26.72 per month $29.40 per month $32.34 per month Sewer $16.80 per month $19.32 per month $21.25 per month Total $43.52 per month $48.72 per month $5339 per month Additions to this Document And, finally, we have made some additions to this document that we hope you find helpful. • First, the City's adopted Core Values are listed on page 17. • To provide a more complete financial picture, there is much more revenue detail to be found, You'll find a "Revenue Details & Estimates" table that explains the varied sources of City revenue, and indicates actual FY2005 revenue, estimated revenue for FY2006, and budgeted revenue for FY2007. Revenue reports begin on page 46. • Because of the significant impact of funding ongoing personnel and benefit costs, the Staffing Summaries have been moved from the Appendices to the Financial Summa- ries section, page 42. • You'll find information on the City's legal debt limit & most recent bond rating on page 41. • We have added the "Western State's Consumer Price Index" to the Consumer Price In- dex table in the appendices. The Western States CPI is specifically used for calcula- tions in the City's Living Wage Ordinance. In some cases it can provide a more specific indication of price inflation in our general area. In Conclusion The Finance Director, along with each of the Department Director's and their administra- tive teams, have worked hard to prepare this balanced budget. It represents our best allo- cation of resources in order to accomplish the City's goals for the coming year. We thank everyone for their hard work and dedication in its creation. As you review the enclosed document, please to not hesitate to call any of the department directors of assistance in understanding the proposed budget. City of Bozeman, Montana 14 City Manager's Recommended Budget FY06-07 Respectfully submitted, csii,---.„ A 1 % I ' Chris A. Kukulski, City Manager 1An Rosenberr Finance ector City of Bozeman, Montana 15 City Manager's Recommended Budget FY06-07 107 '1-iw fix , CITY OF BOZEMAN :> =Q, Vision, Mission, and Goals tt9T3 883x: ;,4 Vision: Bozeman, Montana: The most livable place. Mission: To enhance the quality of Iife 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, Montana 16 City Manager's Recommended Budget FY06-07 AO4711“ 2�,r �i}; CITY OF BOZEMAN r4f,, Core Values q�iHco.�°', The City's core values were adopted in 2005 by City Commission Resolution No. 3832. They were developed through extensive discussion the City Manager had with staff groups from all departments, including department directors. These core values are what create the culture of our organization. Integrity Be honest, hardworking, reliable and accountable to the public. Leadership Take initiative, lead by example, and be open to innovative ideas. Service Work unselfishly for our community and its citizens. Teamwork Respect others, welcome citizen involvement, and work together to achieve the best result. City of Bozeman, Montana 17 City Manager's Recommended Budget FY06-07 FISCAL POLICIES The overall goal of the city's fiscal policy 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 prepara- tion 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 identi- fied. City of Bozeman FISCAL POLICIES Budget#1 A comprehensive annual budget will be prepared for all funds expended by the city. Rationale: 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 pur- suant 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 as- pects of city government when preparing, modifying, and monitoring the budget, rather than deal with the city's finances on a"piece meal"basis. Budget#2 The budget will be prepared in such a manner as to facilitate its understanding by citizens and elected officials. Rationale: 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. Budget#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. Rationale: Adherence to this basic philosophy provides the citizens of Bozeman assur- ance 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. Budget#4 The budget will provide for adequate maintenance of capital, plant, and equipment and for their orderly replacement. Rationale: 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 capi- tal, plant, and equipment, regardless of the economic conditions,will assist in maintaining the government's equipment and infrastructure in good operating condition. Budget#5 The city will avoid budgetary practices that balance current expenditures at the expense of meeting future years'expenses. Rationale: 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. City of Bozeman, Montana 18 City Manager's Recommended Budget FY06-07 City of Bozeman FISCAL POLICIES(cont'd) Budget#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. Rationale: 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 elimi- nated. Budget#7 The city will maintain a budgetary control system to help it adhere to the established budget. Rationale: 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. Budget#8 The City willexercise budgetary control(maximum spending authority)through City Com- mission approval of appropriation authority for each appropriated budget unit. Rationale: Exercising budgetary control for each appropriated budget unit satisfies re- quirements of state law. It also assists the commission in monitoring current year opera- tions and acts as an early warning mechanism when departments deviate in any substan- tive way from the original budget. Budget#9 Reports comparing actual revenues and expenditures to budgeted amounts will be pre- pared monthly. Rationale: 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 compli- ance with the adopted budget. Revenue#1 The city will seek to maintain a diversified and stable revenue base. Rationale: 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. Revenue#2 The city will estimate revenues in a realistic and conservative manner. Rationale: Aggressive revenue estimates significantly increase the chances of budgetary shortfalls occurring during the year—resulting in either deficit spending or required spend- ing 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. Revenue#3 The city will pursue an aggressive policy of collecting revenues. Rationale: An aggressive policy of collecting revenues will help to insure the city's reve- nue estimates are met, all taxpayers are treated fairly and consistently, and delinquencies are kept to a minimum. City of Bozeman,Montana 19 City Manager's Recommended Budget FY06-07 City of Bozeman FISCAL POLICIES (cont'd) Revenue#4 The city will aggressively pursue opportunities for Federal or State grant funding. Rationale: An aggressive policy of pursuing opportunities for Federal or State grant fund- ing provides citizens assurance that the city is striving to obtain all state and federal funds to which it is entitled—thereby reducing dependence upon local taxpayers for the support of local public services. Revenue#5 User fees and charges will be used, as opposed to general taxes, when distinct benefici- ary populations or interest groups can be identified. Rationale: 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. Revenue#6 User fees will be collected only if it is cost-effective and administratively feasible to do so. Rationale: 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 assur- ance that the city's collection mechanisms are being operated in an efficient manner. Expenditures On-going expenditures will be limited to levels which can be supported by current reve- #1 nues. Rationale: Utilization of reserves to fund on-going expenditures will produce a balanced budget, however, this practice will eventually cause severe financial problems. Once re- serve levels are depleted, the city would face elimination of on-going costs in order to bal- ance the budget. Therefore, the funding of on-going expenditures wilt be limited to current revenues. Expenditures Minor capital projects or recurring capital projects,which primarily benefit current resi- #2 dents,will be financed from current revenues. Rationale: 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 bene- fit from a capital project should pay for the project. Expenditures Major capital projects,which benefit future as well as current residents, will be financed #3 with current revenues as well as other financing sources(e.g.debt financing). Rationale: This policy reflects the view that those who benefit from a capital project should pay for the project. Expenditures Major capital projects, which benefit future residents, will be financed with other financing #4 sources(e.g.debt financing). Rationale: 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 ser- vice payments will be funded through charges to future residents. City of Bozeman,Montana 20 City Manager's Recommended Budget FY06-07 City of Bozeman FISCAL POLICIES(cont'd) Expenditures Construction projects and capital purchases of$10,000 or more will be included in the #5 Capital Improvement Plan(CIP);minor capital outlays of less than$10,000 will be in- cluded in the regular operating budget. Rationale: 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 reve- nues while operating budget items are annual or routine in nature and should only be fi- nanced from current revenues. Debt #1 The City will limit long-term debt to capital improvements which cannot be financed from current revenues. Rationale: 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. Debt#2 The city will repay borrowed funds, used for capital projects,within a period not to exceed the expected useful life of the project. Rationale: 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. Debt#3 The city will not use long-term debt for financing current operations. Rationale: 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. Debt#4 The City of Bozeman will adhere to a policy of full public disclosure with regard to the issu- ance of debt. Rationale: 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#1 Reserves will be established for funds which are not available for expenditure or are le- gally segregated for a specific use, in accordance with Governmental Accounting and Fi- nancial Reporting Standards(GAFR). Rationale: The City's policy is to manage and account for its financial activity in accor- dance with Generally Accepted Accounting Principles(GAAP), as set forth by the Govern- mental Accounting Standards Board (GASB). This policy is consistent with GASB re- quirements. City of Bozeman,Montana 21 City Manager's Recommended Budget FY06-07 City of Bozeman FISCAL POLICIES (cont'd) Reserves#2 One undesignated general fund reserve will be maintained by the city. This undesignated reserve will be used for: cash flow purposes,accrued employee payroll benefits which are not shown as a liability, equipment acquisition and replacement, and to enable the city to meet unexpected expenditure demands or revenue shortfalls. Rationale: 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 rela- tively minor nature, as compared to major capital purchases. To provide for the orderly re- placement of these assets,funds will be set aside for this purpose through a designation of fund equity. The city is subject to revenue shortfalls and unexpected expenditure demands during the fiscal year. An undesignated general fund reserve will be maintained to be able to offset these revenue shortfalls or meet unexpected demands occurring during the year,without suddenly adjusting tax rates or reducing expenditures. Accounting The City will manage and account for its financial activity in accordance with Generally Ac- &Financial cepted Accounting Principles (GAAP),as set forth by the Governmental Accounting Stan- Reporting#1 dards Board(GASB). Rationale: GASB is recognized as the authority with respect to governmental accounting. Managing the city's finances in accordance with GAAP and in accordance with the rules set forth by GASB, provides the Bozeman citizens assurance that their public funds are being accounted for in a proper manner. Accounting The city will maintain its accounting records for general governmental operations &Financial on a modified accrual basis, with revenues recorded when available and measur- Reporting#2 able, and expenditures recorded when services or goods are received and liabili- ties 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. Rationale: Adherence to this policy will enable the city to prepare its financial statements in accordance with Generally Accepted Accounting Principles as set forth by the Governmen- tal Accounting Standards Board. Accounting The City of Bozeman will prepare a Comprehensive Annual Financial Report(CAFR)in &Financial conformity with Generally Accepted Accounting Principles(GAAP). The report will be made Reporting#3 available to the general public. The CAFR shall be prepared in accordance with the stan- dards established by the GFOA for the Certificate of Achievement for Excellence in Finan- cial Reporting Program. City of Bozeman, Montana 22 City Manager's Recommended Budget FY06-07 City of Bozeman FISCAL POLICIES (cont'd) Rationale: The Certificate of Achievement represents a significant accomplishment for a government and its financial management. The program encourages governments to pre- pare 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. Accounting The city will ensure the conduct of timely, effective, and annual audit coverage of all finan- &Financial cial records in compliance the Local, State,and Federal law. Reporting#4 Rationale: Audits of the city's financial records provide the public assurance that its funds are being expended in accordance with Local, State, and Federal law and in accordance with Generally Accepted Accounting Principles. Audits also provide management and the Commission with suggestions for improvement in its financial operations from independent experts in the accounting field. Accounting The City of Bozeman will maintain a policy of full and open public disclosure of all financial &Financial activity. Reporting#5 Rationale: 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. Accounting The modified accrual basis of accounting and budgeting is used for the Governmental &Financial Funds. Under the modified accrual basis of accounting, revenues are recorded when sus- Reporting#6 ceptible to accrual, i.e., both measurable and available. Available means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current pe- riod. Expenditures are recorded when the related liability is incurred. Employee compen- sated absences and principal and interest on long-term debt expenditures are recorded when due in the current period. The accrual basis of accounting is used for Proprietary Funds. Under this method, revenues are recorded when earned and expenses are re- corded when the related liability is incurred. For Budget preparation and presentation, the Proprietary Funds' expenses are converted to expenditures and follow the same budget format as the Government Fund types. Capital outlays in the Enterprise Funds are pre- sented as expenses for budget basis, but are recorded as assets along with associated depreciation expense on the GAAP basis. Debt service principal payments in the Enter- prise Funds are accounted for as expenses for budget purposes, but are reported as reduc- tion of long-term debt liability on the GAAP basis. Rationale: Recording capital outlays as expenditures and principal payments on long- term debt for budget purposes, presents a clearer picture of the city's financial opera- tions, is easier to administer for cash flow purposes, and is easier for the lay person to understand. City of Bozeman, Montana 23 City Manager's Recommended Budget FY06-07 FINANCIAL STRUCTURE To better understand this budget document, a basic understanding of the structure, often-used terms, and fund types is helpful. The city's operating expenditures are organized in to the following hierarchical categories: Ac- tivities Departments, Divisions, and Budget Units. Activity: Activity represents the highest level of summarization used in the City's financial structure. This level is primarily used for entity-wide financial reporting and for summarization in this budget document. 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 pro- grams aimed at accomplishing a broad goal or providing a major service. Division: Department can be further split into divisions which are usually associated with functioning work groups that have more limited sets of work responsibilities. Their primary purpose is organizational and budgetary accountability. Budget Unit Divisions may be further subdivided into budget units. A budget unit is used to account for a specific service performed within a division in the pursuit of individual goals and objectives. A budget unit is aimed at accomplishing a specific service or regulatory program for which a government is responsible. For example, to account for the expenses of constructing a new Wastewater Treatment Plant the city uses the following financial structure: Activity: Public Service Department: Wastewater Plant Division: Operations Budget Unit: Construction The following table lists the Department and corresponding divisions within the city for the cur- rent fiscal year. City of Bozeman, Montana 24 City Manager's Recommended Budget FY06-07 Departments Divisions and Budget Units City Commission City Commission, Study Commission City Manager Administration, City Clerk, Personnel, Neighborhood Coordinator Municipal Court Municipal Court City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim- Witness Finance Administration,Accounting,Treasury, Information Technology Planning Operations, Subdivision Review, Long-Range Planning, Annexa- tion, Code Enforcement, Historical Preservation, Zoning Opera- tions Building Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building, Senior Center, Library, Fire Station#2 Police Operations, Crime Control & Investigations, DARE, Drug Forfei- ture, Parking, Animal Control Fire Administration, Operations, Operational Readiness, Fire Preven- tion, Hazardous Materials, Disaster& Emergency Services Building Inspection Operations, Life-Safety Parking Administration, Operations, Neighborhoods Joint Dispatch - 911 Administration Public Services Administration, Engineering, Snow Removal Enforcement, Weed Administration Cutting Enforcement, Sidewalk Repair Program, Sidewalk& Curb Construction, SID Construction Streets Operations, Maintenance, Construction, Street Lighting, Traffic Signs& Markers Water Plant Operations, Construction, Reservoirs Water Operations Operations, Utility Locates, Water Services, Construction, Meters, Hydrants, Valves, Repairs Wastewater Operations, Utility Locates, Wastewater Services, Construction, Operations Manholes, Televising, Main Repairs City of Bozeman,Montana 25 City Manager's Recommended Budget FY06-07 Departments Divisions and Budget Units (cont'd) Wastewater Plant Operations, Laboratory, Sludge Injection, Construction Solid Waste Operations Collection Solid Waste Disposal Operations, Construction Solid Waste Operations, Waste Oil Recycling Vehicle Maintenance Operations Cemetery Operations Parks Operations Forestry Tree Maintenance Library Operations, Technical Services, Information Services, Children 's Services, Circulation Services, Construction Recreation Operations, Swim Center, Bogert Pool, Lindley Park Center, Pro- grams Community Downtown Improvement District,American 's with Disabilities, Urban Development Redevelopment& Housing, Economic Development, Grants Non-Departmental Insurance, Contingencies, Transfers, Beautification of Bozeman, Band, Senior Transportation G. 0. Bonds Principal & Interest SID Revolving Principal& Interest SID Bonds Principal & Interest USEFUL TERMS To better assist readers in understanding the budget document, a basic knowledge of the follow- City of Bozeman, Montana 26 City Manager's Recommended Budget FY06-07 ing terms is useful: A FUND is a fiscal and accounting entity with a self-balancing set of accounts recording cash and other financial resources,together with all related liabilities and residual equities or balances, and changes therein. Funds are segregated for the purpose of carrying on specific activities or attain- ing certain objectives in accordance with special regulations, restrictions, or limitations. Funds in the government model are classified into three broad categories: governmental, proprietary, and fiduciary. The most common reason for establishing a fund is to separately account for restricted-use reve- nue or to comply with state or federal law. An ACCOUNT is an organizational or budgetary breakdown which is found within city funds. Each department serves a specific function as a distinct organizational unit of government within the given fund. Its primary purpose is to facilitate organizational and budgetary accountability. An OBJECT OF EXPENDITURE refers to specific, detailed expenditure classification. It relates to a specific type of item purchased or service obtained. Examples of objects of expenditure in- clude salaries, supplies, contracted service,travel, etc. The City's financial operations and fund structure conform with Generally Accepted Accounting Principals (GAAP). The funds are grouped under governmental, proprietary, and fiduciary fund types. The City's fund structure is comprised of the following funds, all of which are budgeted. GOVERNMENTAL FUND TYPES General Fund: The general fund is used to account for all financial resources of the city, except for those required to be accounted for in another fund. The general fund supports such basic ser- vices as the legislative branch, judicial branch, general administration, police, fire, finance, engi- neering, recreation, library services. Revenue Sources: The city's general fund is financed primarily by property taxes which provide nearly half of the general fund revenue. Other revenue sources in- clude: licenses and permits, intergovernmental revenue, charges for services, fines and forfeitures, interest on investments, operating transfers, and miscellane- ous revenues. Special Revenue Funds: Special Revenue funds are used to account for the proceeds of spe- cific revenue sources (other than special assessments, expendable trusts, or for major capital pro- jects) that are legally restricted to expenditure for specific purposes. Special revenue funds sup- port insurance costs, retirement costs, planning functions, and other services legally restricted for specific purposes. Revenue Sources: Special revenue funds are supported either through property taxes or through grants or other restricted revenue sources. Examples of special revenue funds supported by property taxes include retirement and insurance City of Bozeman,Montana 27 City Manager's Recommended Budget FY06-07 funds. Examples of special revenue funds supported by grants or other restricted revenue sources include Community Development Block Grant, Housing and Ur- ban 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 pro- prietary funds). Revenue Sources: Capital project funds are supported by special assessments, long term debt proceeds, donations, and grants. PROPRIETARY FUND TYPES Internal Service Funds: Internal service funds are used to account for the financing of goods or services provided by one department to other departments on a cost-reimbursement basis. Inter- nal service funds account for the city's vehicle maintenance functions. Revenue Sources: Internal service funds are supported through billings to other departments based on the sale of goods and the services provided. Enterprise Funds: Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises--where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. Enterprise funds account for the city's water, waste water, and solid waste services. Revenue Sources: Enterprise funds are supported through user charges, penal- ties, and interest income. FIDUCIARY FUND TYPES Trust Funds: Trust funds are used to account for assets held by a governmental unit in a trustee capacity. These include (a) expendable trust funds, (b) permanent trust funds, and (c) pension trust funds. Revenue Sources: Trust funds are supported by donations and interest income. City of Bozeman, Montana 28 City Manager's Recommended Budget FY06-07 THE BUDGET PROCESS The City of Bozeman budget serves several purposes. a For the citizens of the City of Bozeman, it presents a picture of the city government operations and intentions for the year. o For the City Commission, it serves as a policy tool and as an expression of goals and objectives. o For City Management, it is used as an operating guide and a control mechanism. State statute provides the "Local Government Budget Act" in MCA 7-6-4001. This section of the law was adopted by the 2001 Legislature to replace the"Municipal Budget Law" and other various sections of code that related to city finances. The new law: limits the amount of expenditures to approved appropriations, requires reporting to the State after final budgets and tax levies are adopted, and provides for a detailed preliminary and final budget adoption within the confines of the state determined property ax assessment time-table. The City's budget encompasses both the operating budget and the capital improvement budget. Each budget unit includes amounts appropriated for both operating expenses and capital items. The accompanying narrative explanation for each budget unit provides an explanation of capital items included in the budget. The City Manager's Recommended Budget serves as the preliminary budget and is normally adopted as such in June following six months of development and analysis by staff and the City Commission. The budget process begins in January of each year with budget request forms being sent to all departments. Department administrators are responsible for assessing the needs of their respec- tive departments for the ensuing year and submitting budget requests together with written justifi- cation. The departments' requests are compiled by the Finance Director and analyzed in relation to available funds in order to determine the adequacy of financial resources available to support the requested services. The City Manager and Finance Director then hold meetings as necessary with each of the admin- istrators to discuss their requests and make necessary adjustments in order to insure needed ser- vices are provided and the budget is balanced. The City defines a balanced budget as one where cash-on-hand combined with current revenues and other financing sources are greater than or equal to the proposed expenditures for the year. At the conclusion of the meetings the City Manager's comprehensive operating and capital im- provement budget recommendation is prepared and submitted to the City Commission in early May. City of Bozeman, Montana 29 City Manager's Recommended Budget FY06-07 After submitting the City Manager's Recommended Budget to the City Commission, public work sessions may be held by the Commissioners at which time the City Manager, Finance Director, and department staff explain the budget recommendations and underlying justification for the re- quests. The Commission also reviews departmental requests which could not be funded, as an indication of un-met needs. During or following the work sessions, the Commissioners may make adjustments to the proposed budget. Following any adjustments to the City Manager's budget recommendation, a tentative appropriation ordinance is prepared and a public hearing is held. The Commission may again make adjustments to the budget following the public hearing, after which time,the Commission passes the appropriation ordinance in final form. 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. Appropriations are established by budget unit. The accounting system, budgeting system, and the budget document itself, however, break these classes into subclasses–thereby providing more detailed information. As an example, operating supplies, gas and oil, and subscriptions are all classified as operating expenses. The accounting and budgeting systems provide detail for these specific sub-classes. However, appropriation control is exercised only at the budget unit level. PERFORMANCE BUDGETING Beginning with the fiscal year 1998-99 budget, the City of Bozeman started the development of a performance budget. The move to a performance budget resulted in a shift in emphasis away from describing what will be purchased (inputs) towards describing what will be accomplished (outputs and outcomes). That process continues today with both an organization-wide and budget-unit specific focus on outcomes. PRESENTATION The text of the budget document contains five sections of information for each Division. • The first section provides a description of the division. • The second section describes its major objectives to be accomplished. • The third section provides a staffing summary and detailed financial information. • The fourth section identifies the divisions performance measures for the coming budget year and the past three years. • The fifth section lists the workload indicators for the division. City of Bozeman, Montana 30 City Manager's Recommended Budget FY06-07 The financial information includes expenditure information for the last completed fiscal year, the appropriated amounts for the current year, and the recommended amounts covered by the budget. Costs are segregated into six basic classifications: salaries, wages, & benefits; operat- ing expenses; capital; debt service; and transfers. In addition, more detailed objects of expendi- ture are also presented, at the option of departments or divisions to highlight certain aspects of their budgets. For example, the amount expected to be spent for supplies and materials is shown. However, appropriation control is exercised only at the budget unit level and not at the individual object of expenditure level. The narrative information is presented together with the financial detail to assist readers in un- derstanding the planned outcomes for each division, the purpose of each budget unit, and ma- jor changes or expenditures for the coming year. MONITORING AND REPORTING PROCESS As the budget year proceeds, individual departments and the Finance Department have dual re- sponsibility for monitoring the status of each budget unit. Department staff has primary responsi- bility for monitoring the status of expenditures against their budget. This responsibility includes informing the Finance Department of any significant departures from the plans anticipated in the budget. The Finance Department has overall responsibility for monitoring the status of all departments and funds. This is accomplished primarily through analysis of computerized budget performance reports which compare appropriation amounts on a line-item basis with actual expenditures throughout the year. These reports aid department staff in controlling costs and act as an early warning system for the Finance Department. Department staff may exercise their judgment in exceeding expenditures by object code, as long as they do not exceed the total amount appropri- ated for the budget unit. The Finance Department reviews the budget reports on a monthly basis and discusses any vari- ances from expected performance with the department staff. The Finance Department conducts in-depth quarterly budget reviews of all expenditures and revenues. Significant changes in either expenditures or revenues require a budget revision that must be adopted by the City Commission. Recommendations are made by the Finance Director for any corrective actions that are believed necessary. BUDGET AMENDMENT PROCESS State statute provides a number of different ways to amend the budget. The first involves a real- location of existing appropriations among the line items within a specific fund, The second de- fines a series of scenarios where the governing body has authority to amend the budget without a hearing for donations, land sales, and fee based budgets. All other increases in appropriation au- thority that are not specifically permitted by statute must be approved through a public hearing process. City of Bozeman, Montana 31 City Manager's Recommended Budget FY06-07 MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may author- ize the governing body or a designated official to transfer appropriations between items within the same fund. (2) The annual budget appropriations may be amended as provided in 7-6-4006 (3) and 7-6-4012.. (3) Except as provided in 7-6-4006, 7-6-4011, 7-6-4012, 7-6-4015, and 7-6-4032, or in case of an emergency under Title 10, chapter 3, a public hearing is required for an overall in- crease in appropriation authority. The Finance Director is responsible for insuring compliance with spending limitations imposed by the budget. Accordingly, the Finance Director submits a Budget Status Report to the City Com- mission after three, six, nine, and twelve month periods. The budget reviews evaluate overall revenues and expenditures in comparison to the budgeted amounts. In cases where it appears the original spending authority authorized will not prove sufficient, transfers of spending authority or additional spending authority are requested together with explanations for the requests. Public hearings for budget amendments are held as necessary. BUDGET CALENDAR/PROCEDURES The following budget timeline outlines the process the City follows for creation and adop- tion of the annual budget. 1. December/January: The Commission's aoals provide the legislative policy direction for the budget process and the development of departmental objectives and work plans. 2. January: The Finance Department sends budget request forms and instructions to all de- partments. 3. January/February: Department administrators assess the needs of their departments and communicate their needs through their budget requests. 4. March: The department requests are compiled by the Finance Director and compared to available funds to support the requested services. 5. March/April: The City Manager and Finance Director attend budget meetings with the staff responsible for each budget unit to discuss their requests and make necessary ad- justments to insure needed services are provided and the budget is balanced. 6. May: The City Manager's Recommended Budget is presented to the City Commission. This comprehensive document includes both operating and capital expenditures for the ensuing fiscal year. 7. May/June: The City Commission holds work sessions on the budget at which time the City of Bozeman, Montana 32 City Manager's Recommended Budget FY06-07 City Manager, Finance Director, and various department staff explain the budget recom- mendations and underlying justification for the requests. o During or following the work sessions, the Commissioners may make adjustments to the proposed budget. 8. June: The Commission provisionally adopts the budget. 9. July: The public hearing on the budget is advertised in the local newspaper. • A public hearing on the budget is held and adjustments to the budget, if any, are made. 10. August: Final taxable values are received from the State Department of Revenue. Taxing authority is calculated and final resolutions are prepared o A comparison of the City Manager's budget recommendation and the final budget is published in the local newspaper. 11. August: Commission adopts final budget appropriation resolution and tax levy resolution. City of Bozeman,Montana 33 City Manager's Recommended Budget FY06-07 CITY ORGANIZATION The organization chart on the following page depicts the overall structure of the City of Boze- man government. Voters of the City elect the City Commission and Municipal Court Judge. The City Commission appoints a City Manager who is the Chief Executive Officer of the City. The City Manager appoints a City Clerk who acts as staff of the Commission. The City Man- ager also appoints directors of each of the major departments—Finance, Law, Public Safety, Public Service, and Public Welfare. These departments represent the major delineation of the services offered by the City. • City of Bozeman, Montana 34 City Manager's Recommended Budget FY06-07 O : Citizens of Bozeman o Bo rd City Commissions Municipal .� ,��r t Court Ca 75 Iibranr i City Manager r-'".""'"°`.""'"".."."", VDirector i City Clerk I Department Department Assistant City of Finance i of Law (13 Manager tim 'Neighborhood Accounting 1 i Information Treasury ' witness j� } Coordlnator i Technology Civil .Criminal 1L..- n.�-•-"'-� i.,-....-.--.t--777 Fadlitles ;� Cemetery Human Department of Turks • Resources ' , Planning and • • _M.� ._., ' Community Development € Department of Public Safety I I I Current Yw Community : Long-range" Department of Planning i Development . Planning , i Public Service as Fire x as I Fire .. b 2 „_.l.__,_ Marshall engineering$ StreetsWaterca Patrol : , Investigations :' Support Treatment ; .._... _ Plant __.. - - waste er Building Fire/Life solid ,snrestrv- Treatmoe Plana- ! Inspection , safety ' i Waste - •-• --- _ . - Water/ Sewers 5 City of Bozeman Financial Summary—FY2007 CM Recommended Budget Special Debt Capital Internal Permanent All General Revenue Service Project Enterprise Service Funds Funds Projected Beginning Fund Balance/Working Capital $ 3,135,411 $10,026,667 $ 4,103,589 4,176,867 $14,533,927 $ 462,473 $ 519,320 $36,958,254 Estimated Revenues 19,505,016 14,349,030 2,248,000 10,278,265 17,795,848 3,084,028 21,300 67,281,487 Less Appropriations 19.397.167 18,233,762 2,643,452 9,533.650 16,937,500 3.109,829 16,000 69,871.360 Increase/(Decrease)in Fund Balance/Working Capital 107,849 (3,884.732) (395,452) 744.615 858.348 (25,801) 5.300 (2,589.873) Projected Ending Fund Balance/Working Capital $ 3,243,260 $ 6,141,935 $ 3,708,137 4.921,482 $15.392,275 $ 436.672 $ 524,620 $34,368.381 • City of Bozeman, Montana 36 City Manager's Recommended Budget FY06-07 CHANGES IN FUND BALANCE/WORKING CAPITAL FYE 05 r'07 J Actual Projected Beginning Estimated Appropriations Budgeted Ending Fund Balance/ Fund Balance/ Revenues Fund Balance/ Working Capital Working Capital Working Capital # General Fund 010 General Fund $ 4,008,287 $ 3,135,411 $ 19,505,016 $ 19,397,167 $ 3,243,260 Special Revenue Funds 100 Planning 135,852 (18,696) 1,113,600 1,094,766 138 101 Historic Preservation - - - - - 103 Health-Medical Insurance 155,626 155,626 1,425,500 1,433,300 147,826 104 Liability Insurance 2,120 2,120 289,638 289,600 2,158 105 P.E.R.S.Fund - - 299,683 299,600 83 106 Police Pension Fund 19,415 19,415 341,595 341,600 19,410 107 Fire Pension Fund 19,415 19,415 175,593 175,600 19,408 108 CommunityTransportat'n (331) (331) 30,515 30,515 (331) 109 Highway Safety Projects 18,492 19,392 - - 19,392 110 Gas Tax Apportionment 230,761 188,261 568,000 610,500 145,761 111 Street Maintenance 414,827 368,382 1,699,194 1,832,519 235,057 112 Tree Maintenance 149,119 134,439 347,432 431,271 50,600 113 Fire Impact Fee 1,480,168 1,700,168 290,000 - 1,990,168 114 Street Impact Fee 8,588,097 4,213,097 2,800,000 5,700,000 1,313,097 115 Building Inspection 698,522 685,162 1,049,860 1,235,885 499,137 116 TIF Dowtown 494,892 14,272 531,620 495,000 50,892 119 Economic DevLoan Fund 389,289 500,789 222,500 333,500 389,789 120 Community Housing 39,355 43,855 125,500 120,000 49,355 121 Housing Revolv.Loan 114,808 108,908 8,500 14,400 103,008 125 Drug Forfeiture (1,954) (954) 153,000 174,695 (22,649) 126 Neighborhood Parking 33,486 50,634 73,750 65,352 59,032 " 127 Down Town Parking 27,739 27,769 168,000 180,550 15,219 128 Fish Wildlife And Park 15,726 15,726 5,000 17,000 3,726 129 Special Projects 671,536 78,036 618,000 661,044 34,992 130 Americans With Disability 15,592 15,592 - - 15,592 131 Beautification Of Bozem 1,272 1,272 - - 1,272 132 We Share The Road - - - - 133 Recreation Department S 28,544 26,544 1,000 27,000 544 134 Amateur Hockey Projects - - - - 135 Cemetery Spec Revenue 1,600 1,600 - 1,600 - 136 Park Department Special 7,288 22,288 5,000 27,000 288 137 Library Special Revenue 33,988 33,988 6,200 25,000 15,188 138 Law&Justice Center 561,000 541,000 - 20,000 521,000 139 Police Special Revenue (43,892) 36,628 108,000 141,022 3,606 140 Police Domestic Violence 48,150 175,000 210,271 12,879 141 Police Motor Cycle Fund - - - - 142 Problem Area Response - - - - 143 K-9 Project - - - - 144 TIF NE Urban Renewal - - 10,000 10,000 - 145 Interfaith Housing - - - - 146 Lighting Districts (122,571) (122,571) 170,000 150,000 (102,571) 174 Victim Witness Advocate 79,487 58,487 48,000 52,000 54,487 175 Senior Transportation 3,901 3,901 61,000 54,500 10,401 176 Business Imp District 6,973 6,973 94,000 94,000 6,973 177 Northeast Neighborhood - - - - - 178 Police Grants - - - - 179 Diaster Relief Fund 69,574 70,574 2,000 - 72,574 180 Sr.High Parking 7,684 9,918 8,100 13,531 4,487 183 FireSpecial Revenue (19,777) (7,777) - - (7,777) 184 Parks Development 45,368 45,368 150,000 150,000 45,368 185 Insurance Proceeds 219,744 19,744 206,000 219,744 6,000 186 Development Impacts 734,455 586,455 917,500 1,201,397 302,558 187 Fire Department Equip. (319,313) 303,048 50,750 300,000 53,798 188 Joint Drug Forfeiture 78,364 - - - - 850 Park Land-Cash in Lieu 8,434 - - - - Total Special Revenue Funds 15,094,675 10,026,667 14,349,030 18,233,762 6,141,935 City of Bozeman, Montana 37 City Manager's Recommended Budget FY06-07 CHANGES IN FUND BALANCE/WORKING CAPITAL rY 07 FYE 05 -- Actual Projected Beginning Estimated Appropriations Budgeted Ending Fund Balance/ Fund Balance/ Revenues Fund Balance/ Working Capital Working Capital Working Capital Debt Service Funds 300 SID Revolv.Fund 403,471 418,471 30,000 - 448,471 301 Library Bonds GO Bonds 63,735 63,766 313,000 313,126 63,640 302 1995 Transportation GO Bonds 3,221,481 3,221,352 405,000 430,326 3,196,026 310 SID Funds - 400,000 1,500,000 1,900,000 - Total Debt Service Funds 3,688,687 4,103,589 2,248,000 2,643,452 3,708,137 Construction Funds Capital Projects 4,545,867 4,176,867 10,278,265 9,533,650 4,921,482 Enterprise Funds 600 Water 3,112,129 680,974 5,336,694 5,431,764 585,904 610 Water Impact Fee-Net Assets 4,500,000 2,144,000 2,075,000 - 4,219,000 620 Wastewater 4,260,374 1,974,229 4,488,000 5,808,931 653,298 630 Wastewater Impact Fee-Net Assets 6,500,000 8,120,000 2,750,000 1,326,000 9,544,000 640 Solid Waste 4,513,797 1,614,724 3,146,154 4,370,805 390,073 Total Enterprise Funds 22,886,300 14,533,927 17,795,848 16,937,500 15,392,275 Internal Service Funds 710 Vehicle Maintenance Shop 80,766 (48,242) 563,008 604,329 (89,563) 720 Health-Medical Insurance Fund 155,626 510,715 2,521,020 2,505,500 526,235 740 Technolgy Fund - - - - Total Internal Service Funds 236,392 462.473 3,084,028 3,109,829 436,672 Permanent Funds 800 Cemetery Perpetual Care 516,320 519,320 21,300 16,000 524,620 Total Trust And Agenc Funds 516,320 519,320 21,300 16,000 524,620 • Total All Funds 50,976,528 36,958,254 67,281,487 69,871,360 34,368,381 City of Bozeman,Montana 38 City Manager's Recommended Budget FY06-07 MILL LEVIES & MILL VALUES FISCAL YEAR FY 02 FY 03 FY 04 FY 05 FY06 FY07 Est' MILL VALUE $ 42,450 $ 46,055 $ 49,559 $ 52,985 $ 57,941 $ 61,750 PERCENTAGE CHANGE 8.5% 7.6% 6.9% 9.4% 6.6% GENERAL FUND: All-Purpose 101.92 106.78 108.43 111.48 111.39 113.68 SPECIAL REVENUE: City Planning 2.00 2.00 2.00 2.00 2.00 2.00 Police Retirement 5.09 4.58 4.70 3.88 3.54 3.54 Firefighters'Retirement 3.91 3.52 2.10 1.87 1.71 1.71 Public Employees'Retirement 3.00 2.70 4.08 3.93 3.59 3.59 Comprehensive Insurance 4.35 3.92 4.01 3.78 3.45 3.45 Health/Med Insurance 14.94 13.45 21.77 24.73 23.21 23.21 Emergency Levy 2.00 Fire Truck/Equipment 6.00 6.00 6.00 0.00 Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00 TOTAL SPECIAL REVENUE 34.29 33.17 45.66 47.19 44.50 38.50 DEBT SERVICE: Library G.O.Bonds 5.56 8.22 7.99 5.40 5.07 Transportation G.O.Bonds 9.00 8.70 1.00 5.33 7.00 6.56 TOTAL DEBT SERVICE 9.00 14.26 9.22 13.32 12.40 11.63 TOTAL ALL LEVIES 145.21 154.21 163.31 171.99 168.29 163.81 Percentage Change 6.2% 5.9% 5.3% -2.2% -2.7% Property Taxes Levied $6,164,165 $7,102,142 $8,093,480 $9,112,890 $9,750,874 $10,115,307 Percentage Change 15.2% 14.0% 12.6% 7.0% 3.7% * Tax Authority Authorized but Not Levied $ - $ - $ - $ 174,189 $ 174,189 City of Bozeman, Montana 39 City Manager's Recommended Budget FY06-07 APPROPRIATIONS BY TYPE T All expenditures are classified under u ,` � r' l i� �.' �Y c on of five major categories: Sala- 1 • z ries, Wages & Benefits, Operating Expense, Capital, Debt Service, and Transfers Transfers. The graph below shows 1070. 1Peramnei f 'I the relative percentage of budgeted Debt service ,� 27 � - . expenditures for these five major V0, • categories. In governmental agencies, salaries, , ,-_r wages and benefits normally repre- sent the larges of these categories. However, due to the significant in- vestment in infrastructure, cities have a much higher percentage of the budget devoted to operating costs than most other governmental agencies. Transportation projects are included under contracted services, which is an operating cost. APPROPRIATIONS BY FUND As shown, enterprise funds and the general fund account for 28% of Appropriations b Fund the total expenditures of the city. • y. The General Fund is the city's pri- mary operating account for general internal must government operations. Enterprise service- 0% • - funds consist of water, wastewater, 4% General Fund and solid waste funds. These Enterprise zsi funds operate on a self-supporting basis. Special revenue funds include a capacai • variety of tax supported funds in- Proluls sped ,f cluding funds supporting major em- Rouen ployer retirement contributions, _ .. r rtservr,A _ ,4 health insurance premiums, impact ' • fees and liability insurance. Com- munity development block grant monies, the city's gas tax allocation, the street and tree maintenance districts are also in- cluded. Debt service, internal service, and trust and agency funds make up the remainder of the city's appropriations. City of Bozeman, Montana 40 City Manager's Recommended Budget FY06-07 LEGAL DEBT LIMIT & BOND RATING General Obligation Debt Limit: The City's legal debt limit is established by state statute for General Obligation indebtedness. Total general obligations may not exceed 1.51% of the City's total market value, as established each August by the Department of Revenue. (FY06 Total Market Value was $1.875 Billion.) Our most recent valuation (August 2005) indicates a total debt limit of$26.5 million. As of June 30, 2006, outstanding net general obligation debt will be equal to $3,235,000, leaving an additional debt capacity of$23,325,000. This budget year proposes additional borrowing to complete the construction of the Library in the amount estimated at$1.2 Million, most likely in the form of an Intercap Loan from the Montana Board of Investments. This year will also see the full utilization of the reserved fund balances related to Library and Transportation bonds. This will leave our additional debt capacity at an estimated $21.2 million by the end of fiscal year 2007 Bond Rating: The City's most recent bond rating was done in connection with the sale of the Library G.O. bonds, Series#2 in 2003. Moody's rated that issue an "A2", in the "mid-range of the upper medium grade". This is generally described as "strong, investment grade" credit by Moody's. Revenue-backed Debt: There remains no statutory cumulative limit on the amount of debt a city can issue that is backed by the revenue streams of various operations, known as "Revenue Bonds". The city plans to issue approximately$20 Million in revenue bonds for the construction of a new Waste Water Treatment plant within the next three years. Special District Debt: There remains no statutory limit of the amount of debt a city can issue that is backed by as- sessments from special improvement districts or special improvement lighting districts known as "SID or SLID Bonds". At the time of this printing, the city had no specific plans to issue this type of debt in the coming fiscal year. Legal Debt Limit—GO Estimated June 30, 2006 Budgeted June 30, 2007 1.51% Market Value— $26,560,000 $28,300,000 Statutory G.O Debt Limit Less: Outstanding GO ($6,320,000) ($5,835,000) Bonds Less: Loans Payable ($200,000) ($1,200,000) Plus: Reserved Fund Bal- $3,285,000 - ances Equals: Legal Debt Margin $23,325,000 $21,265,000 City of Bozeman, Montana 41 City Manager's Recommended Budget FY06-07 STAFFING SUMMARY • Authorized Authorized Authorized Authorized Recommended FY 03 FY 04 FY05 FY06 FY07 GENERAL GOVERNMENT City Commission 4.00 4.00 4.00 2.10 2.10 City Manager 6.50 7.50 7.50 9.50 8.00 Municipal Court 5.00 6.00 6.00 6.00 6.00 City Attorney 6.00 6.00 6.00 6.00 6.00 Finance 16.00 16.00 16.00 16.00 17.50 Office of Planning&Community Development 12.70 12.70 12.70 12.70 14.20 Zoning - - - - - Building Maintenance 0.55 1.55 2.55 2.55 2.55 TOTAL GENERAL GOVERNMENT 50.75 53.75 54.75 54.85 56.35 PUBLIC SAFETY Police Department 48.25 48.25 49.75 53.75 55.75 Fire Department 29.75 29.75 29.25 29.25 31.25 Building Inspection 10.55 10.55 15.05 15.05 15.55 Parking 2.75 2.75 2.75 2.75 3.75 9-1-1 - - - TOTAL PUBLIC SAFETY 91.30 91.30 96.80 100.80 106.30 PUBLIC SERVICES Public Services Administration 7.15 7.15 7.15 7.15 7.15 Streets 13.62 13.62 13.62 13.62 15.62 Water Plant 9.27 9.27 9.27 9.27 9.56 Water Operations 14.12 14.12 14.12 14.62 14.62 Wastewater Operations 7.75 7.75 7.75 9.25 9.25 Wastewater Plant 15.87 14.87 14.87 14.87 15.42 Solid Waste Collection 10.74 10.74 11.74 11.74 12.24 Solid Waste Disposal/Recycling 7.66 7.66 7.66 7.66 6.82 Vehicle Maintenance 2.50 2.50 3.50 3.50 4.00 TOTAL PUBLIC SERVICES 88.68 87.68 89.68 91.68 94.68 PUBLIC WELFARE Cemetery 5.25 5.25 5.25 5.25 5.50 Parks 11.95 11.95 11.95 11.95 12.45 Forestry 3.60 3.60 3.60 3.60 4.60 Library 19.66 19.66 19.66 19.66 19.66 Recreation 14.65 14.65 14.65 14.65 14.90 Community Development 1.00 1.00 1.00 1.00 1.00 TOTAL PUBLIC WELFARE 56.11 56.11 56.11 56.11 58.11 TOTAL OTHER - - - - - TOTAL ALL FUNDS 286.84 288.84 297.34 303.44 315.44 City of Bozeman, Montana 42 City Manager's Recommended Budget FY06-07 REVENUE DISCUSSION &ANALYSIS Revenues are estimated for every fund of the city each year. A summary of the revenue esti- mates in total by fund is shown on page B — 1 through B —3. This summary of revenue esti- mates is supported by detailed revenue estimates for each fund, as described in the tables be- ginning on page 45. This section of the budget highlights major governmental and enterprise funds of the City: the General Fund, Street & Fire Impact Fees Special Revenue Funds, General Capital Improve- ments, along with Water, Wastewater, and Solid Waste enterprises. Trends of these funds and individual revenues are shown together with estimates for the coming year. GENERAL FUND The General Fund is used to account for all financial resources of the city, except for those re- quired 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. General Fund Revenue $25,000,000 $20,000,000 • -. $15,000,000 — $10,000,000 ori II1 , 0 e , „:,.. ,, 4,,,o) .,z,,,. „,,, ,„ , :. The growth in general fund revenues, depicted in the graph above, reflects: • the rapid growth in new construction over the last several years, which increases property taxes collected, • increased court revenues, enhanced by an inter-local agreement to provide court services for MSU police violations. • Voted tax levy increases for Fire Equipment and Library Construction. Fire equip- ment levy expired in FY06. • increases in the Health Insurance tax levy. City of Bozeman, Montana 43 City Manager's Recommended Budget FY06-07 Our estimate for growth in tax revenue is based on a 6.6% increase in the City's taxable value. Reports of that value from the Department of Revenue will not be received until early August. WATER FUND Shown on the graph below are total water fund revenues. 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. A 10% rate increase was adopted for FY06, effec- tive 9-1-2005. Another 10% rate increase is proposed for the year to accumulate dollars for new plant construction, with will be necessary in an estimated 5-8 years. A final Water Facili- ties Study will be completed in the Summer 2006 and give us a more definitive timeline for plant construction. Water Fund Operating Revenues $6,000,000 $5,00.0,000 $4,000,000 . _ $3.u00 0e,u -- --- T 1;600,Oou $0 1st a years Actual Last 2 projects Review of actual water usage indicates a rather effective water conservation effort in the com- munity. Population growth over the period from 2000 through 2004 averaged 3.5% annually for the community—but water usage grew by an average of only 2.5% annually, as sited in the City's Water Facility Plan by Allied/Peccia. Rate increases for the past 20 years are shown in the schedule on page 224. WASTEWATER FUND Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years. This is due to increases in the customer base and increases attributable to the rate changes that were necessary in order to restore the financial position of the wastewater fund caused by the solvent site. For fiscal year 2005, the surcharge for the solvent site was eliminated, which effectively lowering rates. However, in response to the impending construction of a new plant facility, a 15% rate in- crease was adopted for FY06 effective 9-1-2005. The full amount of this rate increase was dedicated to the design and construction of a new plant facility. The fiscal year 2007 budget proposes 10% increase in rates to fund the debt service payments for construction. City of Bozeman,Montana 44 City Manager's Recommended Budget FY06-07 F-t?:11rA,PRA"v+-113'fAvfrt4w:-. WastewaterFund Operating Revenues; $5,000,000 $4„000,000 — -- — y $3,00Qi,00o - - 1111 0 _ yr -c j . t o w #~ ' 6 7Pars4 #�ss`Se.`unir ati 2 Pra t it - - r�_ t 'tet'+i: Wastewater rate increases for the past 20 years are shown in the schedule on page 224. SOLID WASTE FUND During fiscal year 2006, the Commission discussed how the City would continue solid waste disposal services as our Landfill was nearing its capacity. In a measure to reserve the remaining cell space for residential use only, the Commission closed the landfill to tipping by commercial customers and non-city residents and to any con- struction and demolition waste. In addition, hours of operation were to be cut in order to "break-even”with the new limited revenue/trash stream. City Collection customers saw a rate increase to cover the hauling costs and tipping fees at the Logan Landfill. This graph depicts the significant decrease in solid waste fund revenues as a result of these operational changes. Solid Waste fund.Operating Revenues $4,000,000 $3,000,000 $2,000,000 --. Si 000 COO - City of Bozeman, Montana 45 City Manager's Recommended Budget FY06-07 Revenue Details & Estimates FY05 FY 06 Actual Budgeted tr _.. >• ."w rro4r, 010-General Fund : t0. Property Taxes 5,960,474 6,497,998 t �, ` Gallatin County Option ir 927,484 825,000 i °t�� Business Licenses 237,761 249,500 § *? Permits 52,972 16,100 `. "° Grants 101,530 3' "3'= CountyShared 425,873 439,930 ''AVP.,FAP o � : x P'af`:. State Shared 3,506,647 3,511,533 'i:".'It: °.ii°_L•....K:a General Government 1,216,298 1,046,413 Public Safety 140,496 117,741 +� Eta Public Welfare 563,337 458,190 4,4,1. Library Fines 43,841 39,000 y _ .'e =� , • __ :.r,a-. 6=.. s Police Court Fines 1,024,465 1,176,500 A>.- :'-",iT; .`3,. Weed Mowing Fines 1,435 p Parking Fines 158,867 100,000 �� a Y, Animal Control Fines 17,330 12,000 r -,'.?„,ft.; ' T. Snow Removal Fines 2,643 15,000 o e e �X Miscellaneous Fines 1755. s = Interest Income 36,807 50,000 70 0 :' ti Admin Reimbursement 6,500 �� x �E< Cash Over/Short (91) - Donations 5,305 2,000 ;`� ,sg��ea Miscellaneous Revenue 14,929 10,000 l� i 4.0,000 Refunds&Reimbursements 9,411 2,500 pip •a �t• �:i f bn Rents and Royalties 12,405 5,000 g c Sales 17,337 10,000 '''"2-1 700" Street&Alley Vacation 390 500 Transfers 2,394,918 2,481,134 2:555,705 Proceeds-Asset Disposition 694 - ' Library Loan Repayment-Loan Proceeds 1 : lOtk s ?.115- .`�,.13,i li, �! Total General Fund 16,873,733 17,072,539 _x...ro,UF•Tr. :;, as 1 UMC , .A H ,-..,:,.p': Special Revenue Funds 100-Planning Fund . !..-11101 Property Taxes 69,161 116,000 x " r•FF -' , Grants 5.500a441.5t447414-, i County Shared 31,227 15,000 ,.ia c� l; �wx s :. State Shared 48,465 40,000 ° .l�illFiviime..:, <`i General Government 37,364 263,050 = _� _ Interest Income 3,251 U' � Refunds&Reimbursements 813 5,042 rp , � .1.t114, ,, Transfers 342,847 327,427 ,1,.,1;:‘,1v,..,r� ,2, F.: 100 Totals 553,128 772.019 +' City of Bozeman, Montana 46 City Manager's Recommended Budget FY06-07 7+ ' .+r l . Revenue Details & Estimates (cont'd) "`,i ri : 4 FY05 FY 06 4»`. 2;;` 07 f,li, '' Actual Budgeted Ets ae' _. 103-Health-Medical Insurance -= z"Cal Property Taxes 1,309,535 1,324,350 ir1,,4 ,-/� , County Shared 9,674 - h. .,,. - "p,.. 103 Totals 1.319,209 1,324.350 42550Fjt: it 104-Liability Insurance „f "a, Property Taxes 197,874 200,452213 478$ County Shared 1,487 - 1. r x i;i,rs State Shared 66.025 74,024 i.:;: ,:76 600x .';':4Sr; 104-Totals 265,385 274.476 n I 289,638 ::N 105-PERS Fund Spa^ Property Taxes 208,231 208,000 I 1ft' 221,683 a ' State Shared 67.177 75,383 ,°irk..•ii7,8;flO& .x?„..1` 105-Totals 275.408 283.383 k .299683 I '`" 106-Police Pension Fund l -ate, rfn Property Taxes 212,581 213,000 �,,, State Shared 77,386 119,146 ', ` 123,000' //' 106-Totals 289.967 332,146 '41,41695. i; 1 107-Firemans Pension Fund 'r _ Property Taxes 99,082 150,000 '} T65,o93 State Shared 34,577 68,658701000 107-Totals 133.659 218.658 f. .,, 175593., x `.?;I ii 108-Community Transportation Grants 630,535 631,746 s Transfers 67,211 66,000 r' � 30.515 108-Totals 697,746 697.746 `�,-' 30-515 ':' 1 y 109-Highway Safety Improvement Projects Interest Income 230 109-Totals 230 - p 110-Gas Tax ,4 State Shared 510,000 568,000 op'• .<_• x'.568,000:: . Interest Income 5,000 - 110-Totals 515,000 568,000 ' 568 600 111-Street Maintenance ,";Y Penalty&Interest 5,000 Permits 8,000 - t, • 15,000 State Shared - - s Public Service 1,400,000 1,532,348 [1z-'1.,e7:4-,14: Interest Income 2,500 - ` �--��,, 1D;000 . Miscellaneous Revenue - :,+ Refunds&Reimbursements - - Y",' Proceeds-Asset Disposition - ,. I 111-Totals 1.415.500 1,532.348 •, 't 609,194 -4. . \ 112-Tree Maintenance Penalty&Interest 500 State Shared - Public Service 293,000 321,060342;432 , _~ Interest Income 1,000 - :.1.,' :5.000 Refunds&Reimbursements 500 _ Sales _ ' r ti Proceeds-Asset Disposition - _ iI 112-Totals 295.000 321,060 ... 347,432 :'4.';l City of Bozeman,Montana 47 City Manager's Recommended Budget FY06-07 Revenue Details & Estimates (cont d) • 4, FY 05 FY06 ',..5.:.:-„'---,,,',„:+y,xi. ig, ,. Budgeted e3Actual n sp kd v,,' ` , ,�'rte l113-Fire Impact Fee ,;' ,, , � . Public Safety 200,000 200,000 ySQbi3-C., t Interest Income 20,000 20,000 ' e Admin Reimbursment .'Aiiiiiltr pn u 113-Totals 220,000 220.000qc a. , 90000 114-Street Impact Fee r Public Service 1,500,000 1,500,000 `L�� 2.6 O two,4 e e I • Interest Income 125,000 125,000 04 1Sfti�e ep '�,� Admin Reimbursement t 5�rl .-t-,1'4" ;l11-,,g,',. d 114-Totals 1.625.000 1.625.000 <<� ,.x2800'011'.'; 115-Building Inspection Fund 5s Permits 470,000 1,010,860 I F 1011)861> State Shared - - General Government 4,000 4,000 i. 4'000 .i ' Public Safety - - ', 1.0,0004 Interest Income 7,000 7,000 ''';:i5.-.6.014/4. 115-Totals 481,000 1,021,860 �. -�T4�r413f-8.61[ ' 116-TIFD Downtown Improvement % RPOWi . r r Property Taxes 350,000 410,000 r� 46.1pJ f. State Shared 20,000 34,620 '; _,> ...34,620; -:v; Interest Income - C 2 000,'- 116-Totals 370,000 444,620 534;620..]: { .1 119-Economic Development Loan Interest Income 7,500 7,500 '.:4;-,'kr :'7,',600 Loan Principal 100,000 175,000 '4�� :.1,75 ,000 r, Loan Interest 40,000 40,000 �, 40;000 ,. l.s Penalty Refunds&Reimbursement '` 119-Totals 147,500 222,500 ;!A :222f500 .'I 120-Community Housing Fund .a Transfer In(from Gfund) 59,000 -122;000:.': Interest Income 1,000Y,. Loan Principal 4,500 3,500 " '`` ‘.3 5QO 120-Totals 5,500 62,500 ':C((-15,!:...12x5\500 I 121-Housing Revolving Loan Interest Income 500 500 500 Loan Principal 15,000 8,000 • f. -. 8,Op0 Loan Interest 4,000 - 121-Totals 19.500 8,500 :- , 8500 •:-.,.,-.r.:11' 125-Drug Forfeiture Fund '',::-AF.:' Grants 98,000 98,000 $8 000 .:: �-e Police Court Fines 12,935 43,243 '!r'';5q 000: Miscellaneous Revenue 1,000 1,000 1.. 4"-i,1-;,,,,,:,54000 125-Totals 111,935 142.243 - 3 000 -I City of Bozeman, Montana 48 City Manager's Recommended Budget FY06-07 Revenue Details & Estimates (cont'd) FY 05 FY06 Actual Budgeted - 126-Neighborhood Parking District Permits 14,200 15,250 Residential Fines 45,000 57,000 Interest Income - 500 126-Totals 59,200 72,750 127-Downtown Parking Fund Permits - 28,000 District Fines - 85,400 Interest Income 300 500 Pay In Lieu 12,000 - _ 127-Totals 12,300 113.900 , 128-Fish Wildlife&Park Mgmt Rents and Royalties 5,000 17,000 128-Totals 5,000 17,000 129-Special Projects Fund Transfers In Interest Income 6,500 4,580 129-Totals 6.500 4-580 131 -Beautification of Bozeman Donations 4,450 - Interest Income 25 - 131-Totals 4,475 - 133-Recreation Special Revenue Interest Income 596 - Donations 524 25,000 133-Totals 1,120 25,000 :+ , , �1 135-Cemetery Special Revenue 1 4 . Interest Income 35 Donations 100 1,600 W 135-Totals 135 1,600 . 136-Park Special Revenue `: Interest Income 315 - ,k Donations 12,992 27,000 5,_1( '61 136-Totals 13,307 27,000 ;' ;oil'. 137-Library Special Revenue Grants 1,677 Interest Income 896 Donations 7,562 25,000 Refunds&Reimbursements 6,570 137-Totals 16.705 25,000 139-Police Special Revenue State Shared 15,247 - Public Safety 6,375 5,000 r Interest Income 605 - Donations 52,543 105,000 Miscellaneous Revenue 14,034 Transfers 100,000 Proceeds-Asset Disposition 139-Totals 188,804 110.000 • ,'-'-- City of Bozeman, Montana 49 City Manager's Recommended Budget FY06-07 Revenue Details &Estimates (cont'd) iftnea:;:�y'. FY 05 FY06 �� ' Actual Budgeted ilk s� � `� � 1 .'M ', 140-Police Domestic Violence ' , tar,; Grants 193,571 175,000rii::::_htgootwf, Refunds&Reimbursements A `' ,,:, u 'Transfers , -,,i,,, Y 4' 140-Totals 193,571 175,000 } �175,000,;�`¢ 144-TIF NE Urban Renewal District ., P w u , Property Taxes - - ,F,�--=::•1U0O0a; Refunds&Reimbursements -, , Transfers 144-Totals - - ; " t0 000 y k r. 146-Lighting Districts 1-,. Special Assessments 174,196 170,000 ,;170,000 Interest Income 1 1�. , 146-Totals 174,197 170,000 170000 l .. 174-Victim/Witness Advocate Police Court Fines 36,070 31,000 s 45000 �. Interest Income 2,002 `.` .;;x;000':"':a'a 174-Totals 38,072 31,000 S ',,x. ;48;000'.-24-gel 175-Senior Transportation Property Taxes 53,216 54,500 ' 4i 61,000 State Shared 391 ?{%' Interest Income 511 175-Totals 54,118 54,500 61,000'.: 1 • 176-BID Downtown Improv Dist F',$ , Assessments 69,646 94,000 94 000 176-Totals 69.646 94,000 i.4 94,000 - 179-Disaster Relief 't Property Taxes 726 - - Interest Income 1,443 1,000 • .2,000 179-Totals 2,169 1,000 !`', 2 000 `- 180-Senior High Parking District Permits 3,003 3,250 `3,250 Residential Fines 3,915 4,500 , 4,500 Interest Income 286 100 . '--350. .. 180-Totals 7.204 7,8501i- $100 183-Fire Dept Special Revenue Grants 75,610 Transfers 2,1131.- 1, 183-Totals 77,723 :.. ` 184-Parks Master Plan Development d Transfers 100,000 100,000 150009 ,; ' 184 Totals 100,000 100,000 150,000 4 185-Insurance Proceeds rti Transfers In *� 200 Ob0 - ;_. Interest Income 4,519 �" $000 185-Totals 4,519 - _0,5.1:1-, • 206 000 City of Bozeman, Montana 50 City Manager's Recommended Budget FY06-07 Revenue Details & Estimates (cont'd) RMi - _ .' `� FY 05 FY06F5' 7 Actual Budgetedeli Et at , " 186-Development Impacts ;q':' { Transfers In n3 Interest Income 13,411 10 y Donations - 375,000 ,,�-//55 r� ;� 186-Totals 13,411 375,000150 , 187-Fire Dept Equip 316,783 �1{4 �� Property Taxes 316,783 '• ,,' .50,000 ' State Shared 2,347 - r - ;. � 757 ,.,5D750P Interest Income -319,130 tx187-Totals -'-'..r.1.;,,,„:,4,:;'-,4114 188-City/County Joint Drug Forfeiture Fines 77,058 - �i r Interest Income 1,306 - L} ; ` 188-Totals 78,364 - ti' hk Yi„+ 850-Cash in Lieu of Parkland Cash in Lieu of Parkland 168,768 b Interest Income 4,146 1,000 • 850 Totals 172,914 1.000 .fir y Total Special Revenue Funds 10,353,251 11,477,589 14,349,0 0 y Rip, Debt Service Funds a 300-SID Revolving Fundpw_ Personal Property , . Miscellaneous General Government ? Interest Income 40,815 15,000 ; 3O,0DO Transfers 393,614 t 300-Totals 434,429 15,400 30000 301-Bond S&I Library ; Property Taxes 427,086 313,157 E 31 b00 Personal Property Miscellaneous jy}! Interest Income 2,876 ?ter 301-Totals 429.962 313.157 31000il 302-Bond S&11995 Trans Proj �•` Property Taxes 280,363 405,197 F.-.':.,405,0Q0 ,_: Personal Property Miscellaneous County Shared 2,085 °amu; Revenue Details & Estimates (cont'd) ` 4-1' , '•'$k. f ti t, . FY 05 FY06 ,! to 0 . . g . Actual Budgeted k. �Estlr Construction Funds '�Y 4 t . 504557-Construction Funds ;„ ' � 31. : Grants 347,935 3,693,935 'w'P 3`Q ,.-14 4(1_ Interest Income 113,981 �u �' Donations 1,966,649 2,950,000 - 2,a,,T.9,tl #�.,;; Transfers 250,000 3,100,000 g l?U'St�/4.,{i it. ,Fal ..i 6..2 ..., i ,1. Proceeds-Long-Term Debt 4,867,000 3,417,065 „ 1 s,3410 .it, Total Construction Funds 7,545,565 13,161,000 ..1?r_10.7$25 -:.: ` • • l'11:1: ' � ,, ' !r u.j4 ,Enterprise Funds q1x 600-Water s u I �' ..., Grants 34,097 p, ,, '1(16,000 i,, s, State Shared 1,103 �� Utility Charges 4,033,256 4,281,367 'fi 4 788,64 �! „�,.. Interest Income 54,910 1,,,' )_00,iy00 '�z,�; Miscellaneous Revenue 261,374 298,000 ; �, , ,307,OOd - Refunds&Reimbursements 1,503 -,,,,,.0,...,:.... a 1 000'--, Rents and Royalties 45,650 • is -',401;65)01;i, u Cash in Lieu of Water Rights 136,052 £' Transfers from Other Funds 2,300,000 K .'=`'r' . Proceeds-Principal Payments Recd _. , 600-Totals 6,867,945 4,579,367 :. 41 5361694 3: 610-Water Impact Fee Utilities&Enterprise 1,893,745 1,280,000 r 2;000,000 G.• Interest Income 120,000 20,000 ; _ "75 000. Admin Reimbursement '''...,':::1:',4'.',.;-::i..::,-;.' 610-Totals 2,013,745 1,300,0002075000 ..' 620-Waste Water Grants State Shared Utility Charges 3,304,142 3,325,469 '�' 339'12)QO ' .. Interest Income 95,388 ''100,000 ` Miscellaneous Revenue 86,845 211,000 x' , 116,Q00 ';. Refunds&Reimbursements 20,874 Rents and Royalties 7,032 Proceeds-Asset Disposal 12,918 ,' ” :360 006,=` 620-Totals 3,527,199 3,536,469 448E060 621 -EPA Grant . Grants 1,594,739 - ;, ay Transfers 2,637,027 - .i„ ' ,'. { 621-Totals 4,231,766 - rµ k..'4.;;'''"'-' ,:it'-'-',.4;.. 630-Waste Water Impact Fee .-.u�,e „ ' Utility Charges 2,411,038 1,580,000 --r'' 2,57x400 r ' Interest Income 137,442 40,000 .. : 175,0)0 , Admin Reimbursement '� si;W ? 630-Totals 2,548,480 1,620.000 ' `2750,OQli t== City of Bozeman,Montana 52 City Manager's Recommended Budget FY06-07 Revenue Details & Estimates(cont'd) 60 �rq ,�; � ' FY 05 FY06 ri f` .. Actual • S rnatet ,; 640-Solid Waste wHr:1k3 Recycling Comodity Revenue 124,074 111,000 F.y�p� J 14.4 1004 J '3 1 Collection Route Assessments 1,145,331 1,502,813 ' 1 577 9 +j.,+_ Tipping Fees 2,231,188 2,440,533 ` : 1072�'2QQ --; Interest Income 130,843 152,000 • 174lX ▪ y f ,Commercial Roll-OfContainer =x41 ..:,,g„- Revenue r Revenue - r ` 20p 000 Miscellaneous Revenue 4,677 2,000 2=-„-. i.,,,,, 00, � Rents and Royalties 8,946 1,0004:illiikv;iir 4 f a�.rs'fa Proceeds-Asset Disposition 4,798 - , : A .454 1 640-Totals 3,649,857 4,209,346 ��, ,� +0� Total Enterprise Funds 22,838.992 15.245.182 • 17 795-8481 # "txN ,0r Internal Service Funds '', .;. � -, 1 ,, 710-Vehicle Maintenance •• r State Shared - - General Government 427,316 434,000 563,008 Interest Income - Proceeds-Asset Disposition 48 I 710-Totals 427.364 434.000 ' �i 56300$ ; 1 i',,, F 720-Health-Medical Insurance •' Premium Revenue 2,566,822 2,577,500 ,,, 2,521,020 Interest Income 4,443 ' - Refunds&Reimbursements .F„•.-:.�.- -. 5',(' 720-Totals 2,571,265 2,577,500 7 :F 2.211 20 Total Internal Service Funds 2,998.629 3,011,500 �.'V.1084 028° -,*; r xot tgCPermanent Funds ` �ji.� 4q 800-Cemetery Perpetual Care `mkg- ii:14;,.•-1 " ' i r Public Welfare 4,135 3,000 0;301.4.A;•;•1::,,` P . Interest Income 10,801 6,000 ` '160 1-r Total Permanent Funds 14.936 9.000 ;'•,._ ..21300%'•;11481 sF- Total All Funds 64,198.143 61,810.164 .x61.281-.4814,..41.-,4,: City of Bozeman, Montana 53 City Manager's Recommended Budget FY06-07 FUND BALANCES /WORKING CAPITAL There are two fund types that are used to account for the city's operating funds. One is gov- ernmental fund types and the other is proprietary fund types. The best measure of a govern- mental fund types'financial condition is fund balance (assets minus liabilities). The best meas- ure 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 bal- ances of the major funds of the city: the General Fund, Street and Fire Impact Fee Funds, General Capital Improvements fund along with the Water, Wastewater, and Solid Waste enter- prise funds. Increases and decreases in a fund's financial position is a natural occurrence. The most important point is to understand what factors are causing a fund's financial position to change. General fund balances will usually be more stable, due to the fact that most costs are personnel costs, which are predictable and steady. In enterprise funds, large fluctuations will occur due to the fact that these funds are infrastructure intense and large expenditures are sporadic. GENERAL FUND The General Fund is used to account for all financial resources of the city, except for those re- quired to be accounted for in another fund. Major functions supported by general fund reve- nues include: city administration, police and fire services, court, parks, recreation, and library. The graph above shows that the city has been able to maintain its general fund balance at relatively stable dollar levels in past years. General Fund - FundBalance . $4-000 $$,600,,000 y a"r 3 r 1 — • 1R -- • Declines in the fund balance during FY 95 and FY 96 were planned reductions. • Increases in fund balance in FY 98 and 02 occurred as the result of unexpected revenues. City of Bozeman, Montana 54 City Manager's Recommended Budget FY06-07 • The relatively sharp decline in FY 03 resulted from the use of $1.3 million in reserves to purchase the Story Mansion. The city is currently taking requests for proposals to sell the mansion some time in the near future. • The decline in FY06 is attributed to the Library Construction bridge loan that was approved by the Commission. All of that money is expected to be recovered in the following fiscal year. The graph below shows the general fund balance in relation to the expenditure level of the fund. This is an important measure of the health of the General Fund—and its ability to truly serve as a safety net for unexpected obligations and cash flow concerns. General Fund Balance as a%of Expenditures • 404f► • * >, The decline in fiscal years 2000 & 2001 were due to the inclusion of expenditures for employee benefits (health insurance and employee retirement funds) in the general fund. These were previously expended out of special revenue funds. The decline in FY 03 was the result of the acquisition of the Story Mansion. The decline in FY06 is attributed to the Library Construction bridge loan that was approved by the Commission. In FY07, a planned cash reserve of 18% is anticipated. WATER FUND The graph below depicts the working capital balance of the city's water fund. This graph typi- fies the significant fluctuations that result from large infrastructure expenditures. The signifi- cant reduction in FY 02 and FY 03 relates to the completion of some large capital improvement projects primarily funded with cash balances. The most significant of which was the Lyman Creek water supply, an important second source of water for the City. City of Bozeman, Montana 55 City Manager's Recommended Budget FY06-07 "Water Fund Working.Capital $4,000,000 $3;000.000 :i2,000,000 _-- - t W1.)O0,)0O - - t itt- WASTEWATER FUND As seen by the graph of the wastewater fund, there have been enormous swings in the bal- ance of the wastewater fund. • Beginning in fiscal year 95, declines were attributable to the Bozeman Solvent Site. These costs resulted in operating in a deficit position for five years. • In FY00, the large increase resulted from both the settlement with Jewel Foods and the effect of the surcharge. • Into FY01, the large balance continues to provide needed matching funds for a $5 million federal grant, • In FY03 the reduction reflects expenditures associated with the federal grant. • In FY06, approximately $360,000 of the reduction is attributed to a short term loan from the wastewater fund to the library construction fund, which will be repaid to the wastewater fund, with interest, in FY07. Additional decreases are attributed to capital improvement projects throughout the city. Waste Water Fund..Working Capital = . $5,000,'000 $4,000,000 ----- ---:--1- -1 $3;000,000 --- — -. -, ill.,-_,{: - - _ '.. T --t-+-:. ;', , n , City of Bozeman, Montana 56 City Manager's Recommended Budget FY06-07 SOLID WASTE FUND Solid Waste Fund Working Capital • $8,000,000 $8,000.000 • I — —— $4rir: ,'on ?' - f' ra - —.— ---- The graph of the solid waste fund working capital shows a very low balance in fiscal year 96, 97, & 98. This resulted from the installation costs of a liner for the existing landfill, for a cost of approximately $2 million. The steady increases in FY 02 through FY 05 resulted from the large increase in tipping fee revenues. In FY06, $2.5M in cash was transferred to the Library Con- struction fund in light of the fact that landfill operations were winding down. Working capital does not include $1.9M reserved cash for landfill closure and post-closure costs. City of Bozeman, Montana 57 City Manager's Recommended Budget FY06-07 BOZEMAN CITY COMMISSION PROGRAM DESCRIPTION The City Commission is the legislative body of city government. It is comprised of a mayor and four commissioners. Each members of the City Commission is elected at large to serve a four year terms. The Mayor is the member of the Commission who received the highest number of votes in the regular municipal election. Responsibilities of the Commission include: establishment of policies governing the operation of the City, enactment of ordinances and resolutions, adoption of the annual operating budget, levying of taxes, and appointment of members to citizen advisory boards and commissions. The Commission employs a City Manager and is responsible for the oversight and evaluation of the Manager's performance as the chief administrative officer of the City. Beginning in Fiscal Year 2006, the budget oversight and supervision of thee Clerk of the Commission function was moved from the City Commission Department to that of the City Manager. MAJOR OBJECTIVES • To work closely with the administration and other government officials to lobby for state legislation beneficial to cities. • To develop broadly-based city-wide support for economic development and to fos- ter coordination of public and private resources as a means of enhancing economic prosperity and environmental quality. • To improve public facilities and the quality of services delivered to the public in or- der to meet the needs of the citizenry. • To cooperate with other governmental entities in order to provide services efficiently and effectively and in a manner resulting in the most equitable distribution of the tax burden. • To ensure that all decisions are protective of the health, safety and general welfare of the citizens of this community. City of Bozeman, Montana 59 City Manager's Recommended Budget FY06-07 BOZEMAN CITY COMMISSION FY 07 BUDGET HIGHLIGHTS • Legal and Display Advertising $18,000 • Study Commission Funding $15,058 • Elections funding $13,500 • Montana League of Cities Membership $8,600 • Travel (Legislative Year)$5,000 • Galavan Assistance$5,000 • Recording Fees with Gallatin County Clerk & Recorder$3,500 • Laserfiche Document Imaging license $1,800 • National League of Cities Membership $1,700 FY 07 ANTICIPATED ACCOMPLISHMENTS • Through its endorsement of the comprehensive Capital Improvement Program docu- ment, and previous adoptions of the updated facilities plans for water and sewer, the Greater Bozeman Area Transportation Plan 2001 Update, the Bozeman 2020 Commu- nity Plan, and the Unified Development Ordinance, as well as the continued efforts to protect the City's water rights and reservations, the City Commission has set the stage for infrastructure-based growth decisions, allowing the community to proceed with devel- opment in an organized and funded manner. It is anticipated the community will con- tinue to see both infill growth and expansion of the city limits during the upcoming year. • Increased public participation in City meetings and discussions through dissemination of official actions through televised broadcast of weekly Commission Meetings and through upgrades to City website to provide easy access to weekly meeting documents. City of Bozeman, Montana 60 City Manager's Recommended Budget FY06-07 CITY COMMISSION EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 4.00 2.10 2.10 Number Category 1000-1199 Salaries&Overtime $ 126,136 $ 51,925 $ - $ 51,059 $ (866) -2% 1200-1299 Benefits 61,640 42,693 37,267 (5,426) -13% 2000-7599 Operating 166,344 147,530 78,400 (69,130) -47% 8000-8999 Capital 4,784 - 8,000 8,000 100% 9000-9699 Debt Service - - 9900-9999 Transfers - - Total All Categories $ 358,904 $ 242,148 $ - $ 174,726 $ (67,422) -28% EXPENDITURES BY DIVISION Division Number Division 1110 City Commission $ 238,251 $ 225,520 $ - $ 159,668 $ (65,852) -29% 1120 Clerk of Commission 118,994 - - - - 0% 1130 Special Bodies 1,659 16,628 - 15,058 (1,570) -9% Total All Divisions $ 358,904 $ 242,148 $ - $ 174,726 $ (67,422) -28% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 358,904 $ 242,148 $ - $ 174,726 $ (67,422) -28% Total All Funds $ 358,904 $ 242,148 $ - $ 174,726 $ (67,422) -28% City of Bozeman, Montana 61 City Manager's Recommended Budget FY06-07 CITY COMMISSION WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Ordinances Passed 30 20 25 25 Resolutions Passed 80 I 85 85 100 Commission Meetings 60 I 53 53 52 I Public Hearings 135 I 140 156 I 156 I Hours of Meetings I 220 I 190 I 230 I 200 Pages of Minutes I 850 I 800 I 850 I 500 City of Bozeman,Montana 62 City Manager's Recommended Budget FY06-07 CITY MANAGER PROGRAM DESCRIPTION The purpose of the staff of the City Manager's Office is to provide overall leadership, direction, coordination, and support of the activities for the City's workforce. The City Manager's Office also ensures that quality, effective, and efficient services are provided within the law, the poli- cies of the Bozeman City Commission, and the resources of the City. The City Manager pro- vides information to the City Commission that supports their ability to make informed policy de- cisions. Divisions within the City Manager's office include: Administration, City Clerk, Personnel, & Neighborhoods. The purpose of the Office of Personnel is to support City functions by ensuring the capability and stability of the workforce. The Director supports administrators and workforce members with current lawful information that provides sound recruitment practices and protects the em- ployment rights of the City and the workforce member. The duties of the City Clerk include: attending all Commission meetings, preparing minutes, keeping official records of the City, publishing notices as needed and as required by law, act- ing as a staff person for the Commission, and preparing the Commission agenda in conjunc- tion with the City Manager. Neighborhood Coordinator: This year, the Neighborhood Coordinator personnel costs have been moved to the City Manager's Department to better reflect the funding of the program. City of Bozeman, Montana 63 City Manager's Recommended Budget FY06-07 CITY MANAGER MAJOR OBJECTIVES In support of the seven "Overarching Goals" of the City, the staff of the City Manager's off ice will: • Communicate Bozeman city government activities to the public by: • Increasing the amount of current information available on the web; • Maintaining an effective neighborhood program. • Maintain a current knowledge of regulations pertaining to employment and their effect on that resource by: • The director of Human Resources, the City Attorney and the City Manager attend ing relevant professional conferences; • Subscribing to and reading relevant professional journals; • Conducting monthly in-house training for supervisors; • Conducting in-house training for staff covering "work place violence," and "sexual harassment in the work place, and other relevant topics" • Provide opportunities to organization members for continual professional improvement by: • Attending relevant professional conferences; • Bringing the best presenters and educators to Bozeman for the benefit of the full or- ganization; • Encouraging continuing education at Montana State University; • Acknowledge our limited resources in our growth situation and constantly develop, im- plement, and review plans to address needs through efficiency in assignments, cross training and other means to maximize available resources. • Provide opportunities and training for senior level staff to ensure seamless governmental operations in the absence of any department head by: • Anticipating future service demands and resource deficiencies and be proactive in ad- dressing them. • Provide technical and coordination assistance in all spatially oriented projects within the city. • The outcomes of our investment will be: • A well led, coordinated trained workforce; • Secure, consistent governmental operations; • Lawful, equitable, and effective allocation of city resources; • An informed and involved City Commission; • An informed and involved community; • Open, transparent government . City of Bozeman, Montana 64 City Manager's Recommended Budget FY06-07 CITY MANAGER EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 7.50 9.50 - 10.50 Number Category 1000-1199 Salaries&Overtime $ 323,754 $ 425,574 $ - $ 446,847 $ 21,273 5% 1200-1299 Benefits 77,238 121,418 133,642 12,224 10% 2000-7599 Operating 48,270 90,012 - 126,847 36,835 41% 8000-8999 Capital - 15,000 - 15,000 - 0% 9000-9699 Debt Service - - - - 9900-9999 Transfers - - - - Total All Categories $ 449,262 $ 652,004 $ - $ 722,336 $ 70,332 11% EXPENDITURES BY DIVISION Division Number Division 1210 City Administration $ 316,185 $ 343,884 $ - $ 356,405 $ 12,521 4% 1220 City Clerk - 137,991 108,008 (29,983) -22% 1230 Personnel 133,077 170,129173,929 3,800 2% 1240 G.I.S. - - - 0% 1260 Neighborhood Program - - - 83,994 83,994 0% Total All Divisions $ 449,262 $ 652,004 $ - $ 722,336 $ 70,332 11% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 449,262 $ 652,004 $ - $ 722,336 $ 70,332 11% Total All Funds $ 449,262 $ 652,004 $ - $ 722,336 $ 70,332 11% City of Bozeman, Montana 65 City Manager's Recommended Budget FY06-07 CITY MANAGER FY 07 BUDGET HIGHLIGHTS • Neighborhood Coordinator now included as separate element in City Manager's Budget. Total Funding = $84,000. • City Hall/ Police Station Design $20,000 • Update of Carter Goble Plan for Police Services $15,000 • Continued Expansion of Laserfiche, including web license $15,000 • Management Group Supervisor/Compliance Training $10,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • Assist the Commission in determining the best use of the City's capital assets (land and buildings). • Pursue funding options for large ticket capital projects within the community (e.g., park- ing garage). • Conversion of paper records to a document imaging system will continue, making public records more accessible to the public and making research easier, quicker and more comprehensive (let the computer do the walking). City of Bozeman,Montana 66 City Manager's Recommended Budget FY06-07 CITY MANAGER PERFORMANCE MEASURERS Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY07 Actual Actual Projected Budgeted The City Commission will be supported in their decision process by always receiving unbi- ased,accurate research and data from the staff a minimum of four days prior to the intro- duction of an itefn ps aRivenda item 80% 85% 95% 95% 98% The City Commission will be supported in their policy direction decisions by receiving,with regular frequency,current operations status reports,state and federal legislative activity reports,tabulations of citizen surveys done by city departments,regular financial reports,and staff researpli reports. 100% 88% 98% 98% 98% Citizens will be assured an open and accessi- ble local government through established, maintained,published,and staffed open office hours equal to 1992 hours annually:Adver- tised public meetings:Advertised Commission agendas:Open and accessible meetings:Ac- cessible public records:and information avail- able via the internet. 100% 100% 100% 100% 100% An open local government will be 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 wQjo s. 100% 95% 100% 100% 100% Public resources will be allocated effectively and lawfully. Qualified independent auditors will perform annual audits;the budgeting proc- ess will be a public process;and the budget will emphasize outcomes. 100% 100% 95% 100% 100% IEmployee matters will be handled in an equitable and lawful manner that minimizes the risk of loss to the City and its enp)ogees. 100% 100% 100% 100% 100% The recruitment process will protect the work force and City rights and result in matching appropriate hires with appropriate jobs. Turn- over will be kept low resulting in a stable work- force. Continual skill improvement training will result in a competent,effective and efficient workforce. Physical,mental,and financial fitness programs will result in a healthy work- force. 100% 100% 90% 100% 100% Opportunities to participate in world class lead- ership skills training seminars semiannually by senior staff will result in a well led and coordi- nated workforce. 100% 100% 90% 100% 100% Specific criteria and measurements available from the Office of the City Manager. City of Bozeman, Montana 67 City Manager's Recommended Budget FY06-07 CITY MANAGER WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY07 Actual Actual Projected Budgeted Bargaining Units 1 1 3 2 Commission Meetings 60 52 52 52 Public Hearings 135 135 140 156 Hours of Commission Meetings 220 220 250 208 Telephone&Email(added FY05)Contacts 3,900 9,000 I 9,000 9,000 I Meetings with County Commissioners I 0 2 4 24 911 Administrative Meetings 12 12 12 12 Meetings with Civic Groups 150 150 150 150 Meetings with MSU 24 12 8 10 Meetings with the Chamber 24 12 8 8 Meetings with other MT City Managers 6 6 3 3 Meetings with the Legislature 0 12 0 12 Meetings with State Agencies I 4 4 I 4 4 City of Bozeman,Montana 68 City Manager's Recommended Budget FY06-07 MUNICIPAL COURT PROGRAM DESCRIPTION The court budget unit accounts for costs associated with the judicial branch of city government, which includes a judge, clerk of court, line clerks, and related operating costs. Section 3-6-101, et, seq., MCA, establish a municipal court for each municipality. Section 3-6- 103 sets forth the jurisdiction of the municipal court which includes: jurisdiction coordinate and coextensive with the justice' courts; original jurisdiction of all civil and criminal actions and pro- ceedings provided for in 3-11-103; concurrent jurisdiction with the district courts in actions aris- ing 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 to any per- son from the city under $5,000; actions under $5,000 for the breach of official bonds and breach of contracts; recovery of city property under$5,000; collection of license fees; specified civil cases. The municipal judge is elected every 4 years in a nonpartisan election held in conjunction with the city's regularly scheduled general election. The municipal court hears cases involving city ordinances and misdemeanor cases defined by state criminal codes and may conduct prelimi- nary hearings in felony cases. MAJOR OBJECTIVES • To maintain an efficient collection system using additional recommended staff person to concentrate on collections report to CBO Collections and collection of restitution. • To maintain a current and efficient criminal docket. • To continue effective communications with the city attorney, city prosecutor, and law en- forcement agencies. • Additional training for staff. • Maintain updates of computer program, jury program —Supreme Court has not authorized this yet as they are still in the testing phase. • Maintain West Law for court use. • Periodically review new bond book with substantial fine increases. • Reduce accounts receivable—write off all bad debt; ask District Court to order payment of Municipal Court fines to be part of any probation/parole requirement for convicted felons. City of Bozeman, Montana 69 City Manager's Recommended Budget FY06-07 MUNICIPAL COURT EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 6.00 6.00 6.00 Number Category 1000-1199 Salaries&Overtime $ 177,919 $ 198,258 $ - $ 205,376 $ 7,118 4% 1200-1299 Benefits 67,359 85,913 83,709 (2,204) -3% 2000-7599 Operating 176,907 163,640 118,283 (45,357) -28% 8000-8999 Capital 9,567 450 450 9000-9699 Debt Service - 9900-9999 Transfers - Total All Categories $ 431,752 $ 447,811 $ - $ 407,818 $(39,993) -9% EXPENDITURES BY DIVISION Division Number Division 1310 Municipal Court $ 431,752 $ 447,811 $ - $ 407,818 $(39,993) -9% Total All Divisions $ 431,752 $ 447,811 $ - $ 407,818 $(39,993) -9% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 431,752 $ 447,811 $ - $ 407,818 $(39,993) -9% Total All Funds $ 431,752 $ 447,811 $ - $ 407,818 $(39,993) -9% City of Bozeman,Montana 70 City Manager's Recommended Budget FY06-07 MUNICIPAL COURT FY 07 BUDGET HIGHLIGHTS • Public Defender Costs have now been assumed by the State of Montana, effective July 1, 2006. • Conflict Counsel Public Defenders: $6,000 • Substitute Judges: $11,880 • Law&Justice Center Facility Costs: $42,750 FY 07 ANTICIPATED ACCOMPLISHMENTS • To maintain an efficient collection system using additional staff person to work strictly on collections and monitor restitution. • To address backlog of Parking citations. • To maintain a current and efficient criminal docket; expedite jury trials and trial resolutions. • To improve and continue effective communications with the City Attorney, City Prosecutor, Public Defenders Office, and Law Enforcement Agencies. • Additional training to all staff. • Maintain West Law for Court use. • Maintain updates of computer program. • Periodically review new bond book with substantial fine increases. • Continue to reduce accounts receivable. • Improve access to archive records. • Address increased volume of motions and motions hearings. City of Bozeman, Montana 71 City Manager's Recommended Budget FY06-07 MUNICIPAL COURT PERFORMANCE MEASURERS Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Actual Budgeted In an effort to maintain current and efficient criminal and civil dockets,the average age of cases will be as follows: Initial Appearance <1 Mo. <1 <1 <1 <1 Judge 10-15 wks <4** <4** <3 10-15 wks Jury <6 Mos. <6 <6 <5 <5 **per police dept request,scheduling judge trials around officers'days off to reduce OT I %of cases resolved on first appearance I 80% I 94% I 94% I 94% 94% I 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 5 days. 1 day 100% 100% 100% 100% Amount of time spent to initialize time pay I 10 min per I 1 min per I 1 min per 1 min per I 1 min per agreement case case case case case I %of daily time devoted to time pay(phone, I 10%per I 75% I 75% 25%/clerk I 25%/clerk I counter,summons,warrant) Clerk I %of weekly time devoted to Juror Phone I 1% I 1% I 1% 1% I 1% I Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Actual Budgeted Number of: Judge trials 3 days wkly 3 days wkly 3 days wkly 3 days wkly 3 days wkly Jury trials 2 days wkly 2 days wkly 2 days wkly 2 days wkly 2 days wkly Open court 3 days wkly 3 days wkly 3 days wkly 3 days wkly 3 days wkly Misc.hearings 3 day wkly 3 day wkly 3 day wkly 3 day wkly 3 days wkly Ticket entry per hour 20 20-30 20-30 20-30 20-30 Processing of open court paperwork(amount of 1/2 day "A day "/day "/day "/day time needed to complete the processing of all paperwork created during that day's open court session and is based on a standard of"/day per clerk to complete one average day's paper- work from open court proceedings)&Judge Trials Calendar for trials,hearing,status Y2 day "/2 day 'day "/day 1/2 day conferences per month(amount of time needed per month to complete processing the matters in this block based on a standard of"/day to ' complete the paperwork related to these mat- ters.) IParking Summons Entry I 1900 I 1600 1800 5000 I 5000 Municipal Court Trials—amount of Clerk Time I10% I 10% 10% 10% I 10% in Court Room w/Judge trials during trial I %of time in court with Jury trials I 70% ( 70% 70% 70% I 70% • City of Bozeman, Montana 72 City Manager's Recommended Budget FY06-07 MUNICIPAL COURT WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Actual Budgeted Court Citations 13672 9988 5856 7500 Parking Summons 2000 821 4744 3500 I Judge Trial Requests 375 250 180 300 I Jury Trial Requests 400 I 469 263 I 300 Open Court Proceedings—hourly 9 hrs weekly 9 hrs weekly 9 hrs weekly I 9-10 hrs wkly Judge Trials Held 122 41 65 60 I Jury Trials Held 25 22 12 15 I Civil Cases Filed 200 200 200 200 Temporary fiorderT of protection 29 31 30 Summons Issued 4800 2072 5280 7500 Wan-ants Issued 1200 300 125 1000 Appeals 6 25 I 13 10 I City of Bozeman, Montana 73 City Manager's Recommended Budget FY06-07 CITY ATTORNEY PROGRAM DESCRIPTION The city attorney is the legal advisor and attorney for the city. The City Attorney's Office is re- sponsible for protecting the legal interests of the city. The City Attorney and staff represent the city before all courts, administrative agencies, and all legal proceedings involving the city; prosecutes misdemeanors and traffic offenses committed within city limits; provides legal ad- vice to the City Commission, City Manager, and all departmental staff; and prepares or reviews contracts, deeds, resolutions, ordinances, and other municipal documents. Vision: Team based integrated legal support to the Organization. Mission: To promote and enhance Bozeman's quality of life through excellence in professional, ethical and credible legal representation, advice and counsel. Goals: Promote an understanding of what we do and understand what everyone else does. Develop resources, materials and personnel within each team. Train for consistent leadership for continuous operations. Promote areas of specialization. Integrate into the City's departments. Have sufficient resources for each staff member to do their job so they can enjoy Bozeman's quality of life. Optimize efficiency. Maximize coordination. Provide quality legal services. Values Expectations Honesty Do what is right/good/just for community Integrity Provide service to community and citizens Zealousness(perseverance) Strive for a just result Diligence Demonstrate a strong work ethic Effective Communication Provide quality service Proficiency Loyalty to City goals and organization Teamwork Teamwork Be fair to everyone Communicate effectively Be tolerant Coordinate with other departments and strive for mutual Understanding City of Bozeman, Montana 74 City Manager's Recommended Budget FY06-07 CITY ATTORNEY MAJOR OBJECTIVES • To work with the Police Department in enforcing state laws and city ordinances pertaining to misdemeanors and traffic violations committed within the city limits. • To work with other city personnel and officials in enforcing city ordinances including zoning, building code, fire code, and business licensing. • To review legitimate citizens' complaints for the filing of criminal offenses and, if approved by the City Attorney's Office, prosecute the violations in court. • To process criminal prosecutions in a timely, firm, and efficient manner which serves the best interests of justice to include the best interest of the citizens of Bozeman while provid- ing justice for the victims. • To serve as the city's legal counsel and legal representative before all courts, administra- tive agencies, and in all legal proceedings involving the city, except where the city or a city insurance carrier retains special legal counsel. • To provide legal advice to the City Manager, Mayor, City Commission, departmental staff, and city boards concerning legal matters that arise with respect to city governmental ser- vices and operations. • To perform legal research and issue legal opinions. • To review or prepare contracts, deeds, resolutions, ordinances, and other municipal docu- ments relating to governmental agreements, services, and operations of the city. • To attend City Commission meetings and provide legal advice. • To practice preventative law by being integral members of the city's departmental teams and by providing legal risk management services and proactive legal City of Bozeman,Montana 75 City Manager's Recommended Budget FY06-07 CITY ATTORNEY EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 6.00 6.00 6.00 Number Cateciory 1000-1199 Salaries&Overtime $ 311,385 $ 330,937 $ - $ 299,896 $ (31,041) -9% 1200-1299 Benefits 92,627 96,821 $ - 87,527 (9,294) -10% 2000-7599 Operating 104,160 137,455 - 131,142 (6,313) -5% 8000-8999 Capital - - - 38,000 38,000 100% 9000-9699 Debt Service - - - - 9900-9999 Transfers - - - - Total All Categories $ 508,172 $ 565,213 $ - $ 556,565 $ (8,648) -2% EXPENDITURES BY DIVISION Division Number Division 1410 City Attorney Admin $ 454,390 $ 477,225 $ - $ 477,715 $ 490 0% 1430-1446 Civil Litigation 22,617 15,000 - 1,000 (14,000) -93% 1460 Criminal-General 17,433 - - - - 1462 Criminal-VictimiWitness 13,732 72,988 - 77,850 4,862 7% Total All Divisions $ 508,172 $ 565,213 $ - $ 556,565 $ (8,648) -2% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 494,440 $ 513,213 $ - $ 504,565 $ (8,648) -2% 174 Victim Witness Advocate 13,732 52,000 - 52,000 - 0% Total All Funds $ 508,172 $ 565,213 $ - $ 556,565 $ (8,648) -2% City of Bozeman, Montana 76 City Manager's Recommended Budget FY06-07 CITY ATTORNEY FY 07 BUDGET HIGHTLIGHTS • Purchase of Case Management Software—$38,000 • Victim Witness program—$77,850 • Westlaw—$14,600 • City of Bozeman,Montana 77 City Manager's Recommended Budget FY06-07 CITY ATTORNEY PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Leaislative/Executive Draft complex ordinances to BMC within 90 days 95% 75% N/A% 75% 70% Draft less complex ordinances amending the 95% 95% N/A% 75% 80% BMC within 60 days Draft/review resolutions,non-code ordinances, 90% 90% N/A% 90% 75% administrative orders regulations or policies and procedures within 10 days I I I I Legal Municipal Documents: I I I I I Legal/Municipal Documents—Draft Contracts, 90% 85% N/A% 80% 1 75% deeds and easements,license/permits,affida- vits/proxies,leases and miscellaneous docu- ments within 30 days Provide a detailed and complex review of con- 90% 95% N/A% 90% 1 75% tracts,deeds and easements,license/permits, affidavits/proxies,leases and miscellaneous documents within 30 days Provide a limited review as to form of 95% 75% N/A% 75% 90% contracts,deeds and easements,license/ permits,affidavits/proxies,leases and miscellaneous documents within 5 days Advisory Research and prepare formal written legal 90% 90% N/A% 70% 90% opinion within 90 days Provide informal written,e-mail,or verbal 90% 90% N/A% 80% 75% opin of�k op cornpe6 issues within 30 days Provide informal written,e-mail,or verbal 95% 95% N/A% 95% 95% opinions on simple issues within 5 days Requests for Prosecution Respond to criminal requests for 95% 80% N/A% 80% 80% I prosecution within 30 days Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 06 Actual Actual Pro- Budgeted jected Number of Attorneys available for prosecution 1.75 1.75 1.25 INumber of Attorneys available for civil 3 2 2.75 IParking fine revenue collected $11,034 I N/A I $14,226 I $12,000 I through legal enforcement. IRevenue collected through other civil legal en- N/A $3000 I I $2698 I I NA I forcement I I I I I I City of Bozeman,Montana 78 City Manager's Recommended Budget FY06-07 CITY ATTORNEY WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Criminal Jury Trials 22 12 12 12 Criminal Judge Trials 41 105 264 150 Requests for Prosecution 29 NA 49 25 I Open Criminal Case Files 734 740 857 700 Prep&Review of Contracts,Res,Ord.etc. I 348 N/A N/A 350 Formal&Informal Opinions 574 N/A N/A 500 Liability Claims Filed 32 NA 46 50 I Parking Complaints 1,300 N/A N/A 2,000 I Total Criminal Case Files Opened 1,028 N/A NIA 600 City of Bozeman, Montana 79 City Manager's Recommended Budget FY06-07 FINANCE PROGRAM DESCRIPTION The finance department budget unit accounts for the general fund costs associated with the overall financial administration and information technology of the city. The finance department is comprised of four divisions: • Administration, • Accounting, • Treasury, and • Information technology, including GIS. The department provides support services to other departments including: financial planning, budgeting, insurance administration, accounting and financial statement preparation, data processing, collection and investment of city funds, debt administration, utility billing, special improvement district creation and administration, business license administration, development of internal controls, information technology services, GIS services, and data processing ser- vices. The purpose of the Administration division is to provide financial planning and budgeting ser- vices and oversight. Insurance administration, capital improvements planning and long-range financial planning is done through this division, along with general leadership for the Finance Department as a whole, including human resources management for department staff. The purpose of the Accountina division is to properly record and account for the finances of the City. The division is responsible for processing City payroll, accounts payable, and the prepa- ration of all financial statements. The purpose of the Treasury division is to properly bill and collect amounts owed to the City. The Treasury division collects and invests all city funds, bills utility charges to customers and special improvement district assessments to property owners. The division also issues busi- ness & pet licenses, collects parking tickets, and records cemetery plot sales. The Information Technoloav division provides customer-focused information technology ser- vices and business solutions to local government and citizens. The department's primary re- sponsibilities are in the areas of providing reliable, efficient information technology systems. This is accomplished by developing and implementing recommended standards for information technologies, by developing and enforcing security policies, and through strategic acquisition of information technology resources. The department's mission is to yield the highest level of customer service and satisfaction possible. The purpose of the GIS division is to provide accurate and complete spatial data for the City of Bozeman. The GIS division will use this data to stimulate intelligent growth and management decisions while promoting the use of electronic data publicly in a fair, efficient, and effective manner. All departments within the City organization as well as the public will benefit from the efficiencies of coordinating interdepartmental data for use in a variety of applications and pro- jects. City of Bozeman, Montana 80 City Manager's Recommended Budget FY06-07 FINANCE MAJOR OBJECTIVES • To prepare a comprehensive budget on an annual basis that encompasses all funds of the city. • To manage and account for the city's finances in accordance with Generally Accepted Ac- counting Principles (GAAP), as set forth by the Governmental Accounting Standards Board (GASB). • To prepare a Comprehensive Annual Financial Report (CAFR) in conformity with Generally Accepted Accounting Principles. • To maintain a diversified and stable revenue base. • To collect all funds due the city. • To monitor all department's grants for compliance with federal and state regulations and reporting requirements. • To develop a system of sound internal controls in all city departments. • To provide all city departments budgetary and expenditure information on a timely basis to enable the departments to operate within appropriation levels established by the City Com- mission. • To insure efficient and effective management of the public's resources by providing quality financial services. • To provide accurate and timely budgetary and financial data to management, City Commis- sion, and the citizens of Bozeman. • To provide knowledgeable and courteous customer service to all individuals who contact the Finance Department with questions or concerns. • To safeguard the City's financial assets through prudent investing, budgeting and expendi- ture control. • To provide secure, dependable information technology services to City departments and customers. City of Bozeman, Montana 81 City Manager's Recommended Budget FY06-07 FINANCE EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 16.00 16.00 16.00 Number Category 1000-1199 Salaries&Overtime $ 746,876 $ 733,261 $ - $ 770,970 $ 37,709 5% 1200-1299 Benefits 249,095 255,414 267,287 11,873 5% 2000-7599 Operating 414,476 416,318 496,590 80,272 19% 8000-8999 Capital 207,238 209,000 174,000 (35,000) -17% 9000-9699 Debt Service - - - 9900-9999 Transfers - - - - Total All Categories $ 1,617,685 $ 1,613,993 $ - $ 1,708,847 $ 94,854 6% EXPENDITURES BY DIVISION Division Number Division 1510 Administration $ 199,049 $ 155,354 $ - $ 165,053 9,699 6% 1520 Accounting 263,201 292,833 - 309,680 16,847 6% 1530 Treasury 316,646 279,480 - 327,062 47,582 17% 1540 Information Technology 838,789 886,326 - 907,052 20,726 2% Total All Divisions $ 1,617,685 $ 1,613,993 $ - $ 1,708,847 $ 94,854 6% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 1,617,685 $ 1,513,993 $ - $ 1,708,847 194,854 13% 740 Technology Fund - 100,000 - (100,000) -100% Total All Funds $ 1,617,685 $ 1,613,993 $ - $ 1,708,847 $ 94,854 6% City of Bozeman, Montana 82 City Manager's Recommended Budget FY06-07 FINANCE FY07 BUDGET HIGHLIGHTS • Cemetery Software Application (share w/Cemetery Division)-$15,000 • Asset Management Software (GASB Statement 34 Implementation) -$20,000 • Annual Audit Contract (share) -$21,000 • Utility Bills & Special Assessment Postage-$18,000 • City-wide PC Replacement-$90,000 • General Software Maintenance Contracts -$137,000 • Contracted Website Development& Software - $30,000 • City Firewall Upgrade- $15,000 • Continued Phone System Buildout- $28,000 • Laserfiche Agenda Manager Software -$25,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • Continue upgrade s to City Website to further enhance the public's access to necessary City infor- mation. • Improve information sharing with Planning Department and Engineering and GIS Divisions to pro- vide for more timely and accurate land parcel and owner information. • To insure that all infrastructure, including costs paid by developers, is properly reported in the City's Financial Statements and, specifically, is in compliance with GASB Statement 34. • Document the procedures for all Finance Department functions. • Develop and implement procedures for maintaining the Land Management database. • To provide accurate cemetery records in a professional manner that is accessible to the public via the City's website. City of Bozeman,Montana 83 City Manager's Recommended Budget FY06-07 PLANNING PROGRAM DESCRIPTION The Department of Planning and Community Development (DPCD) accounts for the costs of ad- ministering the City's long range planning, current planning, and community development pro- grams. Section 76-1-407 MCA authorizes a city levy, not to exceed 2 mills, for funding of the City planning program. The balance of funding for DPCD activities comes from the general fund, fees, and grant administration monies. Major elements of the City's Planning and Community Develop- ment program include: Lona Ranp,e Planning: Long range planning activities include: preparation and updating of a transportation plan and comprehensive"growth policy"for the City of Bozeman, in accordance with Part 6, Chapter 1, Title 76 MCA); providing assistance and coordination to other departments with the preparation of Capital Improvements Plans; providing assistance to other boards and depart- ments epartments with the preparation of strategic plans for land-use related programs, such as parks and open space planning; and developing implementation strategies to achieve community planning goals and objectives. DPCD also serves as the City's liaison with the U.S. Census Bureau. Annexation: DPCD staff is responsible for the implementation of the City's Annexation Policies, as set forth in City Resolution No. 3137and Chapter 2, Title 7, Montana Codes Annotated (MCA). Subdivision Review: DPCD staff processes all proposals for subdivision of land within the City in accordance with Title 18 of the Bozeman Municipal Code (BMC) and the Montana Subdivision and Platting Act(Sections 76-3-101 through 76-3-625, MCA). Zoning Ordinance Administration: This involves the processing of all applications for site devel- opment, including Conditional Use Permits, Planned Unit Developments,Site Plan reviews, Certifi- cates of Appropriateness, requests for variances and deviations, zone map amendments, and zone code amendments. This program element also includes our Code Enforcement operations,to en- sure compliance with adopted regulations. Zoning also regulates the placement of commercial signage establishes landscaping requirements. Historic Preservation: The Historic Preservation Officer, in consort with the Historic Preservation Advisory Board,works as an advocate for preservation and creates public and civic awareness of preservation through talks, programs, media attention, newsletters,the nomination of historic prop- erties to the National Register of Historic Places, an annual historic preservation awards program, and historic preservation week.The Historic Preservation officer also reviews proposals for struc- tural modifications within Bozeman's conservation overlay district and elsewhere for compliance with locally adopted planning regulations; maintains inventories of recognized historic properties within the city and makes this information available to the public upon request; and, provides tech- nical assistance to persons wishing to modify or maintain local historic resources. Impact Fees: DPCD administers the City's impact fee program Boards/Commissions Served: In carrying out the above-described program elements, DPCD staff provides technical support and professional assistance to a variety of boards and commis- sions, including: City Planning Board; Design Review Board; Development Review Committee; Transportation Coordinating Committee; Historic Preservation Advisory Board; Beautification Board; and City Commission. City of Bozeman, Montana 86 City Manager's Recommended Budget FY06-07 PLANNING MAJOR OBJECTIVES LONG RANGE PLANNING: To prepare and periodically update a "Growth Policy"(Comprehensive Plan) and Transportation Plan for the City of Bozeman, and to provide technical support and information to the Plan ing Board, City Commission, and other departments on all matters pertaining to long-range comprehensive planning. Assist with Capital Improvements Planning to ensure appropriate linkages between infrastruc- ture and land use planning . CURRENT PLANNING: To evaluate and make recommendations to the Planning Board, City Commission, and/or Di- rector of Public Service on all applications for annexations and subdivisions of land, and to provide accurate and current maps for planning, subdivision, and annexation projects. To evaluate and make recommendations to the Development Review Committee, Design Re- view Board, Zoning Commission and City Commission on all proposals for site develop- ment. To provide zoning enforcement and support to staff and the public to insure compliance with, and resolution of non-conformities from, the Bozeman Municipal Code. Review business licenses and building permit applications for compliance with the Zoning Ordi- nance. Aid the City Commission and the Community Affordable Housing Board in implementing regula- tory reform to increase the stock of affordable housing in the City Of Bozeman. Develop a visually appealing and historically rich community by encouraging the preservation of Bozeman's historic landmarks, districts, and neighborhoods through Administrative Design Review within the Neighborhood Conservation Overlay Districts and the Entryway Overlay Districts. Facilitate and coordinate the City's Development Review and Design Review processes, to en- sure compliance with the City's regulatory and design related policies. Continue to promote local historic preservation education through various public forums, includ- ing slide shows, lectures, tours, school presentations, the Historic Preservation Office re- source library, and the publication of Heritage Preservation News. To review historic and architectural appropriateness of alterations, rehabilitations, and restora- tions of historic buildings, structures, objects, landscapes, districts, and neighborhoods. To research and inventory local historic properties and,when appropriate, nominate them to the National Register of Historic Places. Administer the City's impact fee program. COMMUNITY DEVELOPMENT: Apply for Community Transportation Enhancement Program (CTEP) grants. Administer the funds when awarded and oversee the projects to completion. Apply for Community Development Block Grant (CDBG)funds. Administer the funds when awarded through project closeout. Assist and coordinate with other departments as needed with various grant writing proposals and administration. Participate in the City's affordable housing programs, including participation on the Community Affordable Housing Board (CAHAB) and administration of the City's Affordable Housing Pol- icy, as codified in the Unified Development Ordinance. Participate in the City's economic development programs by sitting on the Revolving Loan Fund Committee, reviewing commercial development proposals, and providing census and other technical data to various entities as needed. City of Bozeman, Montana 87 City Manager's Recommended Budget FY06-07 PLANNING EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 12.70 12.70 15.20 Number Category 1000-1199 Salaries&Overtime $ 437,564 $ 478,356 $ - $ 564,518 $ 86,162 18% 1200-1299 Benefits 159,951 159,339 209,970 50,631 32% 2000-7599 Operating 181,947 157,996 343,602 185,606 117% 8000-8999 Capital 36,830 25,000 25,000 100% 9000-9699 Debt Service - - - - 9900-9999 Transfers 1,141 - - - Total All Categories $ 817,433 $ 795,691 $ - $ 1,143,090 $ 347,399 44% EXPENDITURES BY DIVISION Division Number Division 1610 Operations $ 242,765 $ 159,998 $ - $ 296,384 $ 136,386 85% 1620 Subdivision Review 96,971 103,107 125,362 22,255 22% 1630 Long-range Planning 154,716 202,019 405,475 203,456 101% 1640 Annexation 68,237 69,819 50,810 (19,009) -27% 1650 Code Enforcement 38,064 38,887 54,593 15,706 40% 1660 Historical Preservation 36,799 35,342 69,297 33,955 96% 1670 Zoning Operations 179,881 186,519 - 141,169 (45,350) -24% Total All Divisions $ 817,433 $ 795,691 $ - $ 1,143,090 $ 347,399 44% EXPENDITURES BY FUND Fund Number Fund 100 Planning $ 531,220 $ 795,691 $ 1,094,766 299,075 38% 103 Health-Medical ln* - 105 P.E.R.S.Fund* - 10 General Fund 254,484 - 48,324 48,324 100% 101 Historic Preservation 31,729 - - - Total All Funds $ 817,433 $ 795,691 $ - $ 1,143,090 $ 347,399 44% City of Bozeman,Montana 88 City Manager's Recommended Budget FY06-07 PLANNING FY07 BUDGET HIGHTLIGHTS • One FTE—Planning Aide $44,000 O 0.5 FTE—Code Enforcement Officer $23,000 o Project Review Contracted Services $32,000 o Conservation District Historic Resources Survey $12,000 o Update to 2020 Growth Policy • One FTE—Planner I $47,000 • Consulting Services $40,000 o Advertising, Duplicating, etc $35,000 • Chapter Creation (2) $20,000 o Transportation Plan Update $75,000 • Compact Shelving $25,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • Final adoption and implementation of revised Unified Development Ordinance (UDO). • Adoption of Parks, Recreation, Open Space, and Trails Master (PROST) Plan, in conjunc- tion with Recreation and Parks Advisory Board; • Review and update of 2020 Community Growth Policy, per statute; • Update and adoption of Transportation Plan; • Expanded grants administration activities, including targeting grant programs based on findings of Community Needs Assessment. • Management of current workload (project reviews for annexations, subdivision, and zoning proposals, impact fee administration, design review, and historic preservation activities). • Development/Adoption / Implementation of updated Street Impact Fee Ordinance; and • Special projects as directed. City of Bozeman, Montana 89 City Manager's Recommended Budget FY06-07 PLANNING PERFORMANCE MEASURES Effectiveness Measurers Standard FY oa FY 05 FY 06 FY07 Actual Actual Estimated Budgeted % of case recommendations upheld by City 85% 80% 80% 70% 80% Commission Percent of impact fee assessments requiring correction or I refunds due to errors <2% <1% <1% <1% <1% %of staff recommendations upheld by Development Review Committee 95% 95% 95% 95% 95% Design Review Board 80% 85% 85% 85% 85% City Commission 80% 85% 85% 70% 85% Number of violations identified 225 225 286 250 Percent of violations referred to City Attorney's Office Number of citations issued 0 1% 1% 1% 1% Percent of citations resulting in conviction in City Court 2 2 4 3 Percent of violations corrected(includes citations) 100% 100% 100% 100% 100% 100% 100% 100% 78% 85% I HISTORIC PRESERVATION I I I I I IPercent of historic design review applicants assisted by I 50% I 75% I 75% I 75% 75% staffrior to formal application submittal ITotalnumberof local residents participating in historic I 500 I 2000 I 2000 I 2000 1500 Pres rva n e�u5tiop Fr ramp&events INumber ofPartiapants in Historic Preservation Week I 300 I 700 I 700 I 700 750 INumber of walking tour participants not including Historic I 500 I 800 I 800 I 800 800 Preservation Week Efficiency Measurers Stan- FY 04 FY 05 FY 06 FY07 dard Actual Actual Estimated Budgeted Pre-app reviews completed w/i15 days 70% 75% 75% 85% 80% Preliminary plat reviews completed within 60 days 80% 85% 85% 90% 90% %of impact fee assessments completed within two days of receipt by coordinator. 80% 85% 85% 80% 85% Minor site plans reviewed within 35 days 85% 85% 85% 85% 85% Major site plans reviewed within 60 days 85% 85% 85% 85% 85% I PUD preliminary plans reviewed within 60 days 50% 65% 65% 65% 65% %of business licenses and building permits reviewed 75% 80% 80% 80% 80% within 3 dais HISTORIC PRESERVATION 75% 90% 90% 80% 85% %of Administrative Design Review Projects qualifying for sketch plan review that were reviewed in ten days or less City of Bozeman, Montana 90 City Manager's Recommended Budget FY06-07 PLANNING WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY07 Actual Actual Esti- Budg- mate eted Subdivision Pre-applications 11 18 26 20 Minor Subdivision Pre. Plats 10 5 11 10 Major Sub-Preliminary Plats 9 10 I 12 I 10 Final Plats 17 19 17 18 Master Plan Amendments 2 6 8 6 Annexations 8 16 15 I 14 Exemptions 10 25 17 20 Preliminary Plat Lots Approved 700 661 1625 1400 Final Plat Lots Approved 400 581 495 I 500 Number of public forum opportunities for special projects 10 4 5 10 Number of participants in forums 200 35 45 I 300 Number of projects assessed impact fees 1100 2000 2240 I 2100 Number of literature/information requests pertaining to impact fees 150 85 225 I 200 Number of estimates for impact fees 100 100 75 75 Site Plans 38 46 53 I 50 Conditional Use Permits 14 11 I 14 I 13 Planned Unit Developments 5 13 7 8 Certificates of Appropriateness 135 199 I 197 195 Sign Reviews(permanent and temp) 276 285 I 295 290 Variances/Appeals 5 5 4I 5 Zone Map Amendments 11 20 21 20 Zone Text Amendments 3 I 2 I 1 I 2 Concept Plan Review/Informal Review 40 40 I 53 45 Number of site visits and/or signage consultations evaluating al- 360 380 385 400 towable signage Special Temporary Use Permits(STUPs) 12 I 12 18 I 15 Reuse Permits 33 I 42 11 35 HISTORIC PRESERVATION I Office Visitations 220 470 550 550 Historic Design Reviews 140 I 320 250 275 Presentations(slides,walking tours,etc) 25 I 30 15 18 I Newsletters/Articles 10 0 25 I 15 BHPAB Meetings/Beautification 18 45 50 I 50 I Hrs Working wNolunteers/Intems 125 520 640 I 600 Certified Local Government(CLG)hrs. 110 I 120 832 I 850 City of Bozeman, Montana 91 City Manager's Recommended Budget FY06-07 BUILDING MAINTENANCE PROGRAM DESCRIPTION The Building Maintenance budget unit accounts for costs associated with maintaining City Hall, City Hall Annex, Fire Stations #1 and #2, Shop Complex, Bozeman Professional Building, City Library and Senior Citizen's Center. The majority of the costs in this budget category are normally included in utility charges, build- ing repairs and maintenance and contracted services, such as, janitorial services, snow re- moval, lawn care and mechanical systems. The department also assists other divisions with building related projects and construction related services. This Department began just budgeting for the City Library and Fire Station #2 for this budget year. Prior to FY07, maintenance of these buildings had been included in the Library and Fire budgets, respectively. MAJOR OBJECTIVES • To provide a safe, comfortable, and professional working environment for all city employ- ees, elected officials, building tenants and the public. ® To maintain all buildings and related equipment in good working condition and extending their useful life. O To upgrade and renovate buildings and related equipment as needed to meet the future needs of the various city departments. • To assure city buildings meet or exceed all applicable building codes, OSHA, and ADA re- quirements. • To implement building design, maintenance, and operational practices that result in energy saving measures. • To act as the Ciy's representative on building construction projects, secure consultant ser- vices for these projects, process claims and monitor progress. City of Bozeman, Montana 92 City Manager's Recommended Budget FY06-07 BUILDING MAINTENANCE EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 2.55 2.55 2.55 Number Category 1000-1199 Salaries&Overtime $ 50,205 $ 60,173 $ - $ 136,826 $ 76,653 127% 1200-1299 Benefits 21,506 22,112 53,445 31,333 142% 2000-7599 Operating 497,763 480,565 842,425 361,860 75% 8000-8999 Capital 130,050 - - - 100% 9000-9699 Debt Service 80,607 87,170 87,055 (115) 0% 9900-9999 Transfers - - - - Total All Categories $ 780,131 $ 650,020 $ - $ 1,119,751 $ 469,731 72% EXPENDITURES BY DIVISION Division Number Division 1810 City Hall $ 225,078 $ 247,130 $ - $ 442,171 $ 195,041 79% 1820 City Hall Annex 62,659 24,150 31,475 7,325 30% 1830 Shop Complex 82,992 71,650 117,600 45,950 64% 1840 Professional Building 333,218 217,770 241,205 23,435 11% 1850 Senior Center 76,184 89,320 97,150 7,830 9% 1860 Library - - 168,350 168,350 100% 1870 Fire Station#2 - - 21,800 21,800 100% Total All Divisions $ 780,131 $ 650,020 $ - $ 1,119,751 $ 469,731 72% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 780,131 $ 650,020 $ - $ 1,119,751 $ 469,731 72% • Total All Funds $ 780,131 $ 650,020 $ - $ 1,119,751 $ 469,731 72% City of Bozeman,Montana 93 City Manager's Recommended Budget FY06-07 BUILDING MAINTENANCE FY07 BUDGET HIGHLIGHTS • New budget unit for Library Building Mtc Costs $168,350 • New budget unit for Fire Station#2 Building Mtc $ 21,800 • Courier Services $ 5,400 • Custodial Contract $ 31,500 • Snow Removal $ 4,100 • Lawn Care Contract $ 3,190 FY 07 ANTICIPATED ACCOMPLISHMENTS • Complete construction oversight of the New Bozeman Public Library • Begin construction of the Downtown Parking Facility PERFORMANCE MEASURES Effectiveness Measurers Stan- FY 04 FY 05 FY 06 FY 07 dard Actual Actual Pro- Budgeted jected Average response time for emergency repairs 30 min- 95% 95% 95% 95% utes Average response time for minor non- 3 days 85% 90% 95% 95% Ijtnergency repairs in-house Average response time for minor non- 10 days 85% 95% I 95% 1 95% fnej e?f y repairs contracted) 1V of acil�ty users at rate the quality of their 90% 85% 85% I 90% I 90% I areas as excellent or good City of Bozeman, Montana 94 City Manager's Recommended Budget FY06-07 POLICE PROGRAM DESCRIPTION General The police department budget unit accounts for costs associated with providing all law enforce- ment services for the City of Bozeman. The police department utilizes both patrol and investi- gative divisions to detect, prevent, and suppress crime and the enforcement of criminal and traffic codes of the state and local governments. The Parking and Animal Control officers within the Support Services Division provide enforcement of all parking and animal related of- fenses within the city limits of Bozeman. Drua Forfeiture The drug forfeiture budget unit accounts for the City of Bozeman's costs related to drug en- forcement and the costs related to the unit's work within the Missouri River Drug Task Force as outlined in the inter local agreement. The Missouri River Drug Task Force encompasses 7 counties. DARE The Drug Abuse Resistance Education (D.A.R.E.) budget unit accounts for the expenditure of restricted revenues of the police department. Much of the police special revenue budget unit is funded by grants and donations that are restricted to the operation of the D.A.R.E. program and activities associated with it. City of Bozeman, Montana 96 City Manager's Recommended Budget FY06-07 POLICE MAJOR OBJECTIVES General • Detection and proactive prevention of criminal activity. Apprehension of criminal offenders. Participation in court proceedings. Assistance to those who cannot care for themselves or who are in danger of physical harm. Aggressive and proactive traffic safety enforcement Provide and maintain a Special Response Team of officers trained to handle hostage inci- dents, high risk search warrants, and barricaded subjects. Resolution of day-to-day conflicts among family, friends, and neighbors. Provide and maintain a Civil Disturbance Team of officers trained to handle protests and large scale civil disturbances. Provide public education in areas of crime prevention of forgery, robbery I.D. fraud, elder abuse, seat belt and child safety seats, bicycle rodeos. Create and maintain a feeling of security in the community. Be committed and dedicated to providing the highest level of service to all the citizens of our community. Develop positive programs that incorporate the concept of shared responsibility with the com- munity in the delivery of police services. Develop and maintain certified trainers to maintain department training standards and require- ments as well as to sponsor regional law enforcement training. Maintain a working environment where every employee's integrity, competency, and commit- ment to service is self-evident. Drua Forfeiture To maintain a two person investigation team. To maintain confidential and concise intelligence files. To assist prosecutors from city, state, and federal agencies in prosecutions of drug cases. To coordinate with detectives of both the city and county on drug cases. To provide drug education/awareness presentations as needed. To investigate complaints of drug activity. To make arrests for violations of drug laws. To maintain a cooperative effort in investigation assistance and intelligence sharing with county, state, and federal agencies. DARE To present DARE curriculum to all 3rd and 5th grade students in the Bozeman school district. To make public awareness presentations to parents, teachers, and community organizations. To provide DARE curriculum to rural schools in Gallatin County if possible. To continue to pursue alternative means of funding the DARE program. City of Bozeman,Montana 97 City Manager's Recommended Budget FY06-07 POLICE EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 49.75 52.75 54.75 Number Category 1000-1199 Salaries&Overtime $ 2,113,694 $ 2,365,676 $ - $ 2,603,582 $ 237,906 10% 1200-1299 Benefits 1,446,552 858,416 983,716 125,300 15% 2000-7599 Operating 668,484 722,595 856,876 134,281 19% 8000-8999 Capital 81,387 101,365 87,739 (13,626) -13% 9000-9699 Debt Service - - - - 9900-9999 Transfers 145,814 - 100,000 100,000 100% Total All Categories $ 4,455,931 $ 4,048,052 $ - $ 4,631,913 $ 583,861 14% EXPENDITURES BY DIVISION Division Number Division 3010 Police Operations $ 3,309,856 $ 3,087,464 $ - $ 3,346,603 259,139 8% 3020 Crime Control&Invest 793,478 739,647 - 825,466 85,819 12% 3030 DARE 91,234 79,480 141,022 61,542 77% 3040 Drug Forfeiture 173,607 141,243 216,695 75,452 53% - - - 0% 3070 Animal Control 87,756 100,218 102,127 1,909 2% Total All Divisions $ 4,455,931 $ 4,148,052 $ - $ 4,631,913 $ 483,861 12% EXPENDITURES BY FUND Fund Number Fund 010 General Fund 3,963,635 3,730,479 - 4,043,925 313,446 8% 103 Health-Medical insur* - - - 105 P.E.R.S.Fund* - - - 106 Police Pension Fund* - - - 122 9-1-1 Grant - - - 125 Drug Forfeiture 173,607 141,243 216,695 75,452 53% 139 Police Special Revenue 105,993 79,480 141,022 61,542 77% Police Domestic Uo- 140 lence 193,571 176,850 210,271 33,421 19% Police Motor Cycle 141 Fund - - - Problem Area Re- 142 sponse - - - 138 Law&Justice Center 19,125 20,000 20,000 - 0% 178 Police Grant Fund - - - Total All Funds $ 4,455,931 $ 4,148,052 $ - $ 4,631,913 $ 483,861 12% City of Bozeman,Montana 98 City Manager's Recommended Budget FY06-07 POLICE FY 07 BUDGET HIGHLIGHTS Addition of two (2)sworn police officers to our staff $104,000.00 Replacement of three (3) patrol vehicles $ 87,739.00 Protective custody assistance $ 23,000.00 Law and Justice Center facility costs $ 38,500.00 Gallatin County booking fees $ 20,000.00 FY 07 ANTICIPATED ACCOMPLISHMENTS • Hire and train two (2) sworn police officers. • Replace the Deputy Chief of Support Services with an Administrative Lieutenant. • Develop, implement and maintain a dedicated traffic enforcement division • Increase the personnel strength in the Investigative Division • Sufficiently staff and maintain the downtown Police substation to enhance customer service and police response. " • Increase shift staffing minimums to 4 officers on every shift. • Use CAD/911 system mapping for analyzing customer service and criminal activity. • Implement CAD/RMS dispatch system into MDT project. • Utilized City of Bozeman GIS for crime analysis and mapping. • Utilized City of Bozeman GIS for Sexual and Violent Offender Program. • Find a permanent training room for the firearms training simulator as well as implement a training program. • Completed Mobile Data Terminal joint partnership system infrastructure and work con- tinues on improvement and the adding of additional users. • Commitment to continue to maintain the highest quality of service to the citizens of the City of Bozeman. • Continue to maintain highest training standards. • Develop, implement and maintain a defensive driving program • Minimize risk and liability by maintaining the highest standards of training possible. • Continued success in obtaining Federal and State Grants to include: • Department of Homeland Security • Domestic Violence Grant • NHTSA (National Highway Traffic Safety Administration) • MBOCC (Montana Board of Crime Control) • MDOT(Montana Department of Transportation) • AHAD (All Hazards All Discipline) • COPS (Community Oriented Policing)Technology Grant • Continued funding for second SRO • Continued funding of the Missouri River Drug Task Force City of Bozeman,Montana 99 City Manager's Recommended Budget FY06-07 POLICE PERFORMANCE MEASURES Effectiveness Measurers Standard FY04 FY05 FY 06 FY 07 Actual Actual Pro- Budg- jected eted Respond to citizen complaints/concems 48 hours 95% 95% 95% 95% IPercent of DUI arrests which result in convictions 90% 85% 85% 85% I 85% IPercent of citations issued by the Bozeman Police 80% 75% 75% 75% I 75% Dartment resulting in convictions Increased officer presence to ensure public safety 5 mo/yr. 100% 100% 100% 100% of pedestrians and vehicles on City streets by I I utilizittibicycle and motorcycle patrols I Full start meetings Monthly I 80% 80% 80% I 80% IResponse to emergency calls/average 5 min. I 5 min. 5 min. I 5 min. I 5 min. IResponse to non-emergency calls/average 10 min. I 10 min. 10 min. I0 min. I 10 min. INumber ofcrimesreported I ********** I 7,800 7,800 7,800 I 8,120 Percent of reported crimes closed/cleared/or leads exhausted: Homicide 100% 100% 100% 100% Rape 75% 75% 75% 75% Aggravated Assault 80% 80% 80% 80% Burglary 75% 75% 75% 75% Counterfeiting/forgery 75% 75% 75% 75% Destruction/damage/vandalism to prop- 90% 90% 90% 90% erty 95% 95% 95% 95% Shoplifting 90% 90% 90% 90% Motor vehicle theft 95% 95% 95% 95% Drug/narcotic violations 98% 98% 98% 98% Drug equipment violations 90% 90% 90% 90% Robbery 75% 75% 75% 75% Embezzlement IPercent of Investigative Division cases cleared 90% 90% 90% 90% 90% I Drug Forfeiture: I I I I Dedicate two officers full-time to drug investiga- 100% 100% 100% 100% 100% Devote25%of investigative time to assisting 100% 100% 100% 100% 100% smaller counties with their investigations Target juvenile drug use(Zero Tolerance)by 100% 100% 100% 100% 100% havingjuveniles comprise 5%of total DTF arrests IAttenweekly inter-agency meetings 100% 100% 100% 100% 100% IDARE: IProvide instruction to all 5th. grades (500)100% (480)96% (480)96% (480)96% (533)107% I IProvide instruction to all 3'".grades (400)100% (375)94% (375)94% (375)94% (383)96% IPercent of 51°.grade graduates 100% 100% 100% 100% 100% IPercent of 3'".grade graduates 100% 100% 100% 100% 100% I City of Bozeman, Montana 100 City Manager's Recommended Budget FY06-07 POLICE WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Calls for Service 47,970 36,842 40,400 44,000 National Incident Reporting System(NIBRS) Homicide 0 0 1 1 Rape 11 21 28 28 Robbery 13 10 10 10 Aggravated Assault 63 49 65 65 Assaults-other 294 291 250 250 Burglary 189 211 220 220 Theft 1,397 1,520 1,375 1,375 Motor Vehicle Theft 12 136 100 100 Partner/Family Member Assault 193 102 85 85 Arson 7 14 14 14 Forgery&Counterfeiting 88 108 85 85 Fraud 43 64 80 80 Destruction/Damage/Vandalism of Property 668 662 600 600 Disorderly Conduct 330 309 265 265 Runaway 35 46 50 50 Disturbance/Loud Party 1,544 1516 1,600 1,600 I Alarms 1,153 1,119 950 I 950 Animal Complaints 1,723 1,979 I 1,900 I 1,900 Arrests 2,400 2,106 1 2,100 2,100 Citations Issued-Motorcycle Patrol 742 1,500 1,415 1,415 Citations Issued-Traffic 9,980 9,488 9,488 DARE: I Present DARE Curricula: 5's.Grade Students 480 533 1 500 500 rt.Grade Students 375 383 375 375 Drug Forfeiture: I I New Cases 310 248 I 350 I 350 Old Cases 1 118 I 62 I 200 I 200 Non-Drug Cases Worked I 10 I 1325 I 25 Cases Closed-any reason 222 I 159 , 150 I 150 Non-Dnw Related Arrests I 12 I 15 I 75 I 75 Public Talks/Classes I 44 I 54 I 35 I 35 New Criminal Subjects Identified 528 I 454 I 750 I 750 DUI's ' 584 I 395 I 490 I 490 Investitive Division Case Load I 352 I 377 I 350 I 350 Investigative Div.Clerical-Interviews Transcribed I 581 I 786 I 600 I 600 Jury Trials Requested I 469 I 517 I 517 Ju'Trials Held I 22 I I 6 I 6 I Judge Trials Requested I 250 I 475 I 475 Judge Trials Held I 122 I I 264 I 264 Parking Complaints 1 1,663 I 1,669 I 1,700 I 1,700 Traffic Crashes I 1,644 I 1,521 I 1,600 I 1,600 I Warrant Arrests I 374 312 I 330 I 330 City of Bozeman, Montana 101 City Manager's Recommended Budget FY06-07 FIRE PROGRAM DESCRIPTION The fire department budget unit accounts for the costs associated with meeting the following 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. City of Bozeman, Montana 102 City Manager's Recommended Budget FY06-07 FIRE MAJOR OBJECTIVES • TO PLAN AND PREPARE FOR CURRENT AND FUTURE SERVICE DELIVERY NEEDS THROUGH THE CREATION OF A COMPREHENSIVE STAFFING AND FIRE STATION LOCATION STUDY. Work closely with the police department to identify current and future service trends and what resources are, and will be,needed to address the growing community's emergency service needs. The fire department has not grown appreciably since 1984,and we are experiencing more and more challenges meeting the needs of our customers. • TO CREATE AND MAINTAIN EFFECTIVE ADMINISTRATIVE SUPPORT FOR ALL FIRE DEPARTMENT OP- ERATIONS AND ACTIVITIES. Encourage Fire and Emergency Services as a City Commission priority. De- velop and implement a Fire Protection Master Plan including a fire and rescue services staffing and fire station location study. Review and reorganize responsibilities of administrative staff based on recent reorganization. Advocate for addition of one administrative position within the Fire Department to comprehensively oversee operational matters. Review Hazardous Materials and Disaster and Emergency Services Agreements between the City and County. Study the feasibility, methods and opportunities for jointly providing City-County fire pro- tection and emergency services. Expand program planning and performance measure budgeting within the department. • TO ENHANCE AND UPGRADE DEPARTMENT FIRE PREVENTION PROGRAMS. To more comprehensively meet our fire prevention and inspection obligations through the continued development of a Fire Prevention Bureau. To continue to improve and enhance the department's life safety inspections and required self inspec- tion program, home inspection programs, and other code enforcement activities. The further development of our fire prevention bureau would greatly improve the quality,accuracy and public buy-in of the department's fire prevention efforts by providing the friendliest,most knowledgeable,and most customer based service available, while making the City a safer place. • TO MAXIMIZE UTILIZATION, EFFECTIVENESS, AND EFFICIENCY OF THE DEPARTMENT'S SERVICES. Develop a comprehensive fire apparatus replacement program and identify long term funding requirements. Work closely with the police department to support the funding and implementation of a fully functional and in- ter-faced mobile data computer system that provides full function interoperability between the police department, fire department and the 9-1-1 center. Enthusiastically participate in joint training and operations with mutual aid departments. Improve project review record keeping process and emergency response record keeping by pro- viding a seamless interface with the Building Department's and 9-1-1 Center's RMS. Jointly,with the Building Department and other city departments, maintain a program to inspect and establish life safety requirements within existing commercial structures and in damaged commercial and residential structures. Meet all contrac- tual and performance requirements for regional hazardous materials response teams. • TO PROVIDE ADEQUATE RESOURCES, TRAINING AND EDUCATION TO ASSURE EFFECTIVE LEVELS OF SERVICES DELIVERY AND TO PROMOTE EMPLOYEE HEALTH AND SAFETY. Continue development and refinement of the department's comprehensive training program encompassing all Fire Department opera- tions and services,which include but are not limited to, DES,fire prevention,fire suppression, hazardous mate- rials, emergency medical and rescue services. Implement employee career development plan. Maintain all current professional certifications. Maintain all training, equipment, and personnel requirements for state licen- sure to provide advanced life support,non-transport(ALS),emergency services. • DEVELOP INTERNAL SYSTEMS ACTION PLANS THAT MAXIMIZE EXISTING RESOURCES AND SER- VICES. Meet with current staff to agree on yearly goals calendar and identify action steps and time frames to achieve those goals. Meet regularly with staff to evaluate timeframes and current effectiveness. Review and revise as necessary. City of Bozeman, Montana 103 City Manager's Recommended Budget FY06-07 FIRE EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 29.75 29.25 31.25 Number Category 1000-1199 Salaries&Overtime $ 1,322,934$ 1,507,312 $ - $ 1,732,213 $ 224,901 15% 1200-1299 Benefits 961,789 521,215 $ - 599,170 77,955 15% 2000-7599 Operating 624,369 415,019 - 314,537 (100,482) -24% 8000-8999 Capital 141,385 300,000 - 300,000 - 9000-9699 Debt Service - - - - 9900-9999 Transfers 2,113 - - - Total All Categories $ 3,052,590$ 2,743,546 $ - $ 2,945,920 $ 202,374 7% EXPENDITURES BY DIVISION Division Number Division 3110 Administration $ 601,978$ 284,119 $ - $ 456,399 $ 172,280 61% 3120 Fire Operations 2,433,652 2,415,182 2,454,151 38,969 2% 3130 Operational Readiness 9,278 31,245 24,020 (7,225) -23% 3140 Fire Prevention 3,977 5,850 4,200 (1,650) -28% 3150 Special Sery-Reimb - - - - 0% 3160 Hazardous Materials 2,895 7,150 7,150 - 0% 3170 Diaster&Emerg Sery 810 - - - - Total All Divisions $ 3,052,590$ 2,743,546 $ - $ 2,945,920 $ 202,374 7% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 2,603,076$ 2,368,546 $ - $ 2,645,920 $ 277,374 12% 103 Health-Medical lnsur* - - - 105 P.E.R.S.Fund* - - - 124 Fire Truck - - - 107 Firemans Pension Fund* - - - 113 Fire Impact Fee 296,319 75,000 - (75,000) 100% 187 Fire Dept Equipment 95,249 300,000 300,000 - 0% 179 Diaster Relief - - - 183 Fire Dept Sp Rev 57,946 - - Total All Funds $ 3,052,590$ 2,743,546 $ - $ 2,945,920 $ 202,374 7% City of Bozeman, Montana 104 City Manager's Recommended Budget FY06-07 FIRE FY 06 BUDGET HIGHLIGHTS • Increased firefighter work week from 48 to 53 hours resulting in the equivalent of hiring 3 firefighters • Secured$70,000 Fire Act Grant to replace Department's portable radios • Sent two firefighters to the Gulf Coast in support of FEMA response to hurricanes Katrina and Rita • Made permanent increase in minimum staffing from five to six firefighters on shift • Continued development and implementation of minimum fire company standards to improve emer- gency service delivery,firefighter safety, and department service efficiency • Participated in the Montana Firefighter Testing Consortium hiring process with nine other Montana fire departments to create a common recruit eligibility list for current and future firefighter vacancies • We are presently working with Gallatin, Madison, Park, Sweet Grass, and Meagher counties on a comprehensive emergency services communication system review funded through state DES • Completed the acquisition and equipping of the Regional HazMat Response Trailer purchased by State of Montana with homeland security grant funding • Worked with the Police Department to co-locate into the City Hall Annex space vacated by the Build- ing Division • Moved Building Division over to the Stiff Professional Building • Completed purchase and installation of fragmentation containment for high-pressure cylinder filling (firefighter air packs) • Participated in Last Chance hazardous materials/WMD Drill with other regional hazmat teams in Helena • Implemented shift-based Emergency Medical Technician and Hazardous Materials Technician re- certification programs resulting in reduced overtime costs for personnel certifications • Delivered over 2400 hours of certified training to fire department personnel • Implemented first ever Fire Apparatus Operator certifications to newest firefighters • Received International Association of Fire Chiefs Association Award for Excellence for GIS mapping program with MSU • Continued North Rouse training center facility and grounds improvement including the installation of landscaping improvements (sod and rock beds)and underground sprinkler system • Worked with City Facilities to implement city-wide emergency generator winterization program • Equipped each firefighter with NFPA approved self-rescue devices to allow personnel to self extri- cate themselves from above ground emergencies FY 07 ANTICIPATED ACCOMPLISHMENTS • Complete comprehensive staffing and fire station location study as outlined in City Commission goals • Develop five year plan to hire, train, and equip 15 firefighters, relocate Fire Station 2 and build Fire Station 3 • Continue development of live fire training complex at lower city yards • Prepare fire apparatus useful service life and replacement plan for city CIP • Continue working with City and County emergency response agencies to improve radio, data, and paging systems for all responders—implement MDT program to maximize existing FD resources • Implement special operations program including confined space rescue, trench rescue, low and high angle rescue, and collapsed building response • Continue implementation of bicycle paramedic program started in FY 05 for special events • Review current administrative roles and responsibilities and work load to identify future changes made necessary by July 1, 2005 reorganization • Maximize opportunities for trench rescue response resource by partnering with city water depart- ment and Central Valley Fire District to form quick response team • Finish building and equipping county funded quick response decontamination unit(hazmat trailer tow unit) City of Bozeman, Montana 105 City Manager's Recommended Budget FY06-07 FIRE PERFORMANCE MEASURES Effectiveness Measurers Standard FY 034 FY 05 FY 06 FY 07 Actual Actual Actual Budgeted Emergency Operations 100%of Response time to Fire and EMS call city within 4 minutes 25% 25% 20% 20% Fire Prevention %of inspections brought to closure stage Bars 95% 100% 100% 100% 100% Sororities&Fraternities 90% 100% 100% 90% 100% Schools 90% 100% 100% 100% 100% MSU 50% 100% 100% 100% 100% Existing structures 90% 33% 33% 45% 50% Business License Inspections 100% 100% 100% 100% 100% Training %of firefighters completing certification requirements by program Haz Mat IC 100% 100% 100% 100% 100% Haz Mat Technician 100% 100% 100% 100% 100% EMT 100% 100% 100% 100% 100% Fire Fighter 1 100% 60% 80% 80% 80% Fire Fighter 2 100% 10% 20% 20% 20% Inspectors 100% 100% 100% 100% 100% I I I I I I I I I I I I Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Actual Budgeted Fire Prevention: Number of inspections per year as a percent- age of properties in need of inspection. 100% 66% 66% 66% 75% City of Bozeman, Montana 106 City Manager's Recommended Budget FY06-07 FIRE WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Actual Projected '"Fires,Hazardous Conditions& 233 250 Miscellaneous Emergency Medical Services 1398 1270 1399 1500 **Good Intent 145 153 Service Call 50 55 87 95 **False Call 162 175 Business Inspections 1100 1100 2932 3200 Business Applications 700 800 802 850 Special Inspections 493 500 522 I 540 Public Education Events 318 325 328 330 **FY05 Incident types and numbers are reclassified to match current department fire incident reporting system. City of Bozeman, Montana 107 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION PROGRAM DESCRIPTION The Building Inspection Division 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 Com- mission. The intent of this budget unit is to provide and enforce minimum standards to safe- guard 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 build- ings and structures within this jurisdiction. Existing commercial and industrial buildings are in- spected for continued compliance to the NFPA, Uniform Fire and International Building Codes. The support team utilized to attend this process includes an Assistant Director of Public Safety, a Chief Building Official,two Plans Examiners, six Building Inspectors, two Fire and Life Safety Inspectors, one Code Enforcement Officer(part time), one Project Permit Coordinator, one Project Permit Technician and one Clerk typist. Staff team members receive, process and re- view residential and commercial projects and applications for compliance with adopted codes and ordinances; assess and collect fees for building permits; impact fees and other miscellane- ous services after plans are approved; issues permits; performs inspections to verify compli- ance to approved plans and applicable codes and ordinances. Code violations are investi- gated, and if not resolved, they are turned over to the Code Enforcement Officer for processing and remedial action. The Fire and Life Safety Inspectors, Fire Department crews and Building Inspectors, inspect existing commercial and industrial building for continued compliance to the adopted Fire and Building Codes. The Building Inspection Division currently contracts with the City of Manhattan to perform their construction plan reviews and field inspections. City of Bozeman, Montana 108 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION MAJOR OBJECTIVES • Continue utilizing the Performance Measures system of monitoring our public service in the field and in the office. • Provide a quarterly community technical training program or code update seminar to foster open communication and technical awareness of the adopted model codes, to the building owners, contractors, Architects and Engineers. • Provide a quarterly technical newsletter to the building community to address current build- ing code topics and changes. • Make a smooth transition into the new code adoption of the 2005 National Electrical Code. Provide public education programs to inform the public of any changes impacting the con- struction work they do. • Meet with and provide training for the local and state wide Post Disaster Emergency Re- sponse Inspection Team. • Develop an informational website for the Building Inspection Division to be part of the City of Bozeman website. • Improve the communication link between the Building Inspection Division and other City Departments and Divisions. • Complete the remodel and move into the Alfred Stiff Professional Building to provide en- hanced public services to the community. • Implement the final inspection sign off process in H.T.E. System. • Provide adequate staff training opportunities to maintain state required inspection certifica- tions. City of Bozeman,Montana 109 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 15.05 15.05 15.55 Number Category 1000-1199 Salaries&Overtime $ 517,149 $ 586,074 $ - $ 656,984 $ 70,910 12% 1200-1299 Benefits 241,574 212,750 246,021 33,271 16% 2000-7599 Operating 208,769 185,396 246,880 61,484 33% 8000-8999 Capital 239,378 54,000 86,000 32,000 59% 9000-9699 Debt Service - - - 9900-9999 Transfers - - - Total All Categories $ 1,206,870 $ 1,038,220 $ - $ 1,235,885 $ 197,665 19% EXPENDITURES BY DIVISION Division Number Division 3210 Building Insp Operations $ 1,118,860 $ 971,325 $ - $ 1,166,154 $ 194,829 20% 3220 Life-Safety 88,010 66,895 69,731 2,836 4% 3230 Residential Inspection - - - 3240 Commercial Inspection - - - Total All Divisions $ 1,206,870 $ 1,038,220 $ - $ 1,235,885 $ 197,665 19% EXPENDITURES BY FUND Fund Number Fund Building Inspection Spe- 115 cial Revenue $ 1,206,870 $ 1,038,220 $ - $ 1,235,885 197,665 19% Total All Funds $ 1,206,870 $ 1,038,220 $ - $ 1,235,885 $ 197,665 19% City of Bozeman, Montana 110 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION FY 06 BUDGET HIGHLIGHTS o Purchase two new vehicles for new employees. o Provide training budget of 2% to meet ISO goals to maintain low rating. ® Implementation of financial software on-line building inspection permitting system. FY 07 ANTICIPATED ACCOMPLISHMENTS • Initiate final inspection signoffs in our H.T.E. computerized permitting system. • Transition into new 2005 National Electrical Code (NEC) and provide public training on changes to code. • Maintain state required professional certifications through adequate training. • Work toward establishing a statewide post-disaster SEER inspection team of inspec- tors and engineers. o Maintain division performance measures. o Funding of 50% of Code Enforcement Officers. 0.5 New FTE's. City of Bozeman, Montana 111 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION PERFORMANCE MEASURES Effectiveness Measurers Standard FY 03 FY 04 FY 05 FY 06 Actual Actual Projected Budgeted Percent of Plan Reviews done 75%w/in 89% 86% 75% lit% within Standard(Residential) 2 weeks Percent of Plan Reviews done 75%w/in 91% 86% 75% 75% within Standard(Commercial) 4 weeks Percent of Fast Track plan re- 90%w/in 83% 81% 90% I 90% views done within standard 1 week (Residential) percent of Fast Track plan re- 90%w/in 83% 96% 90% 1 90% views done within standard 1 week (Commercial) Percent of frame inspections done 90% 99% 99% 90% 1 90% within standard (1 audi rronth/emplo eel Percent of commercial plan 90% 99% 99% 90% 90% checks done within standard (1 audi ont�o� mjj{eoy e) I Percen(of residential plan checks 90% 99% 99% 90% 1 90% done within standard I I I (1 audiijmonth/employ e) Percent of liai inspections done 90% 99% 99% 90% 1 90% within standard (1 audit/month/employee) I I Efficiency Measurers Standard FY 03 FY 04 FY 05 Ac- FY 06 Actual Actual tual Projected Average commercial inspections 8 6.43 10.55 9.19 8 Iper day per irpeetsr Average residential inspections 10 13.07 29.03 39.53 24 per day per inspector Iverage Multiple Residential In- 8 4.77 21.05 29.97 32 spections per day per inspector City of Bozeman, Montana 112 City Manager's Recommended Budget FY06-07 BUILDING INSPECTION WORKLOAD INDICATORS WORKLOAD INDICATOR FY 03 FY 04 FY 05 Pro- FY 06 Actual Actual jected Budgeted Commercial Permits: Number 25 32 25 25 Value(Millions) 24.23 23.45 25.00 25.00 Residential Permits: Number 300 627 300 400 Value(Millions) 44.10 111.4 45.00 100 City of Bozeman,Montana 113 City Manager's Recommended Budget FY06-07 PARKING PROGRAM DESCRIPTION The Parking Program consists of Downtown Parking, the Residential Parking District surround- ing Montana State University and the Residential Parking District adjacent to Bozeman High School. Downtown Parkina: The downtown parking division accounts for the costs of the Bozeman Parking Commission and their activities. Title 7 Chapter 14 Part 46 provides the statutory authorization for the Park- ing Commission. Residential Parkina District: In fiscal year 1992, the City Commission passed an ordinance enabling the creation of parking districts in Bozeman. In fiscal year 1994, the City Commission created a parking district adjacent to Montana State University. The district encompasses approximately 29 city blocks. Costs of operating the dis- trict will include administration, enforcement, signs, and permits. Revenues from the program will include permit fees charged to residents of the district in addition to fines and forfeitures. Hiah School Residential Parkina District: In fiscal year 2001, the City Commission created a parking district adjacent to Bozeman High School. The district encompasses approximately 53 city block faces. Costs of operating the district will include administration, enforcement, signs, and permits. Revenues from the pro- gram will include permit fees charged to residents of the district in addition to fines and forfei- tures. Program costs will be monitored to determine if permit fees need to be adjusted. City of Bozeman, Montana 114 City Manager's Recommended Budget FY06-07 PARKING MAJOR OBJECTIVES Bozeman Parkina Commission Mission Statement: The Bozeman Parking Commission is responsible for managing and regulating public parking in its districts to best serve the needs of its cus- tomers; businesses, residents, employees and visitors. Goals: Improve and maintain our public parking assets. Seek to acquire additional public parking as needed. Make the parking system fiscally sound and self-sufficient. Manage spaces to best serve the needs of our customers. Provide consistent treatment regarding parking enforcement action. Educate parking users to minimize parking conflicts. Make parking areas attractive and easy to use. Plan for and respond to changing needs in our districts. Provide parking options for bicycles, motorcycles, and other transportation alternatives. Work cooperatively with our local government partners. Provide for the safe movement of pedestrian &vehicle traffic City of Bozeman, Montana 115 City Managers Recommended Budget FY06-07 PARKING EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 2.75 2.75 1.00 3.75 Number Category 1000-1199 Salaries&Overtime $ 56,644$ 83,610 $ - $ 111,396 $ 27,786 33% 1200-1299 Benefits 31,277 40,208 55,167 14,959 37% 2000-7599 Operating 30,825 61,970 92,870 30,900 50% 8000-8999 Capital - 4,428,500 4,428,500 - 0% 9000-9699 Debt Service - - - - 9900-9999 Transfers - - - - $ Total All Categories 118,746 $ 4,614,288 $ - $ 4,687,933 $ 73,645 2% EXPENDITURES BY DIVISION Division Number Division 3310 Administration $ 7,774$ 4,481,135 $ - $ 4,519,380 $ 38,245 1% 3320 Operations 69,462 133,153 168,553 35,400 27% 3330 Neighborhood 41,510 - - - 0% $ Total All Divisions 118,746 $ 4,614,288 $ - $ 4,687,933 $ 73,645 2% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 23,139$ - $ - - 0% 103 Health-Medical Insurance - - 105 P.E.R.S.Fund - - Neighborhood Parking 126 Districts 40,236 63,452 65,352 1,900 3% 127 Down Town Parking Fund 54,097 113,870 - 180,550 66,680 59% 180 Sr.High Parking Dist 1,274 8,466 13,531 5,065 557 Downtown Parking Garage 4,428,500 4,428,500 - $ Total All Funds 118,746 $ 4,614,288 $ - $ 4,687,933 $ 73,645 2% City of Bozeman, Montana 116 City Manager's Recommended Budget FY06-07 PARKING FY07 BUDGET HIGHLIGHTS • Construction of Parking Garage facility. • Increased involvement of parking management by City Parking Commission. City of Bozeman,Montana 117 City Manager's Recommended Budget FY06-07 PARKING PERFORMANCE MEASURES I Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 I Actual Actual Projected Budgeted Downtown Parking: Walk Downtown Parking District 2 x Daily 100% 100% 100% 100% Cover other 2 Hour Zones Weekly 50%* 100% 100% 100% MSU Parkins District: I I I Patrol Parking District 2 x Daily 75% 75% I 75% 75% I I BHS Parking District: Patrol Parking District 2 x Daily 10%** 10%** 10%** 10%** I * Percentage was affected by automated ticket system and software problems. ** No dedicated enforcement officer/plan. I Efficiency Measurers Standard FY 04 FY 05 FY 06 I-YU7 Actual Actual Projected Budgeted Downtown Parking: Overtime citations 3,000 3,104 4,297 3,500 3,000 Total Citations 5,000 4,320 4,365 5,000 5,000 Total Parking Complaints: Number of General Complaints 1,000 1,664 1,669 1,900 2,000 Number of Abandoned Complaints 700 735 804 800 1100 MSU Parking District: I I I Parking District Citations 2,000 3,047 2,687 3,000 3,000 Overtime Citations 1,000 863 1,047 1,000 1,000 Total Citations by Parking Officer 3,000 5,757 5,212 6,000 6,000 BHS Parking District: I I I Parking District Citations 200 256 ( 321 I 200** 200** I I * Efficiency was affected by automated ticket system and software problems. **No dedicated enforcement officer/plan. City of Bozeman,Montana 118 City Manager's Recommended Budget FY06-07 PARKING WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Downtown Parking: Overtime Warnings 103 85 100 100 Overtime Citations(2003 Ordinance) 1,729 2,707 2,000 2,000 Parking Lot Overtime Citations L2003 Ordinance}, 1,272 1,575 1,600 1,500 Total Citations by Parking Officer 4,320 4,365 5,000 5,000 I I MSU Parking District: I Parking District Citations 3,047 2,687 3,000 3,000 Overtime Citations(2003 Ordinance) 1,158 1,047 1,000 1,000 Total Citations by Parking Officer 5,757 5,212 6,000 6,000 I I I BHS Parking District: I I I I Parking District Citations 256** 358** 200** 350** I * Actual performance was affected by automated ticket system and software problems. ** No dedicated enforcement officer/plan. City of Bozeman, Montana 119 City Manager's Recommended Budget FY06-07 JOINT DISPATCH SERVICES PROGRAM DESCRIPTION The Communications Dispatcher and Support Services personnel have a major impact on the perception held by our community regarding the performance of all Public Safety Agencies in the City of Bozeman and Gallatin County. In all contacts, the Dispatcher and/or Records Cus- todian are representing the respective Public Safety Department(s). Contacts with the public are to be courteous, diplomatic and professional. The 9-1-1 Director is the manager of the Communications and Support Services Departments. Through subordinate staff, the Director manages those areas that support the operations func- tion. The Director develops the personnel productivity standards and priorities within the divi- sion, and ensures that policies and procedures of the department are followed. The Director also manages budget issues by obtaining and allocating the fiscal resources necessary to meet the goals and objectives of the division. He or she also serves as liaison to the CAD ven- dor and coordinates all issues related to Risk Management within the Communications Depart- ment. Each of the three shifts within the department are managed by a shift supervisor. They operate in a first-line supervisory capacity, under the direction of the 9-1-1 Director and are required to work a full position in addition to supervisory duties. The shift supervisor ensures adequate staffing levels and assigns overtime, if needed. He or she conducts investigations of complaints about emergency communications services or equipment and conducts personnel investigations. Supervisors prepare reports and records of shift activity, and review Daily Observation Reports of trainees as necessary. They are re- sponsible for evaluating and preparing performance appraisals on the Communications Dis- patchers under their supervision. During emergency situations, Shift Supervisors act as the Communications Incident Commander. The Communications Dispatcher dispatches police, fire and emergency medical personnel and equipment on routine and emergency calls utilizing the CAD system, radio consoles and re- lated equipment. Dispatchers assigned to the radio positions are responsible for prompt and effective radio transmissions or dispatches, as well as coordination and intercommunications for field units. The radio dispatcher's job involves considerable exercise of initiative and inde- pendent judgment in determining priorities and coordinating a variety of simultaneous activities of a critical nature, keeping field unit and citizen safety foremost in mind. Communications Dis- patchers are trained as call-takers as well and serve as the link between the citizen and the field unit as they often keep callers on the line updating the radio dispatchers and responding officers. Communications personnel have access to several telecommunications systems in the per- formance of their duties. The Department of Justice has established policy on the access to, and release of information from these data base files or telecommunications systems. Compli- ance with Department of Justice regulations is required in order to maintain system security, respect confidentiality laws, and complies with system audit procedures. The Records Supervisor supervises and directs employees engaged in managing and main- taining law enforcement records. The Records Supervisor operates in a first-line supervisory capacity, under the direction of the 9-1-1 Director. City of Bozeman,Montana 120 City Manager's Recommended Budget FY06-07 JOINT DISPATCH SERVICES PROGRAM DESCRIPTION(cont'd) The Records Supervisor prepares schedules to ensure adequate staffing levels and assigns overtime, if needed. He or she conducts investigations of complaints about Support Services tasks or equipment and conducts personnel investigations. S/he establishes the priorities of the daily work load and makes assignments accordingly for shift activity. The Supervisor is responsible for evaluating and preparing performance appraisals on the Records Custodians. The Records Custodian manages and maintains records of the Gallatin County Sheriff and the Bozeman City Police in compliance with State and Federal laws concerning the maintenance of records and dispositions and dissemination of sensitive information. The department proc- esses all warrants for the County and City courts. Concealed weapons permits are handled and processed by Records personnel as well. Supplying copies of Criminal Justice files to both the County Attorney and private sector counsel are all requested through and processed by the Records Department. This position assembles all complaints and related reports/ paperwork and enters them into computer software. Prepares file jackets and does filing. Re- ceives and handles callers and visitors, answers questions and researches information. MAJOR OBJECTIVES 9-1-1 Public Safety Communications is the first link the citizens of the City of Bozeman and Gallatin County have in the event of an emergency. As such, we are dedicated to providing prompt, efficient and progressive emergency communications service to the residents of the communities we serve. The goal of 9-1-1 Emergency Services is to be creative and innovative with out resources, fos- ter a positive work environment and strive to meet the ever-changing challenges inherent in the Public Safety environment. We will embrace the goals of the agencies we serve with pro- fessionalism and courtesy and treat all people with dignity and respect as we deliver our ser- vices with a commitment to excellence. As an added benefit to the citizens of the City of Boze- man and the Gallatin County, Bozeman is the model community for the State of Montana with the deployment of Phase I Wireless. Our PSAP is now Phase II Wireless with three vendors, Cell One (Alltel), Verizon, and Chinook Wireless (Three Rivers). This capability now enables us to capture not only the call back number which was provided with Phase I, but we now are able to obtain a location of the caller. The caveat with that means that the location information is driven by the age of the handset being used by the caller, as well as the "tier of service" de- livered by the vendor. Accuracy location is within meters of the caller, to a much broader range depending upon the aforementioned. Law Enforcement Support Services manages and maintains records of the Bozeman City Police, and the Gallatin County Sheriff's Office. This is done in compliance with State and Federal laws concerning the maintenance of records and disposition and dissemination of sen- sitive criminal justice information. Our departmental goal is to strive to provide prompt, efficient and exceptional service to the law enforcement agencies, citizens and communities we serve. City of Bozeman, Montana 121 City Manager's Recommended Budget FY06-07 JOINT DISPATCH SERVICES • EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ - $ - $ - $ -_ 1200-1299 Benefits - - 2000-7599 Operating 601,381 601,350 - 601,350 - 0% 8000-8999 Capital - - - - 9000-9699 Debt Service - - - - 9900-9999 Transfers - - $ Total All Categories 601,381 $ 601,350 $ - $ 601,350 $ - 0% EXPENDITURES BY DIVISION Division Number Division $ 3510 9-1-1 Administration 601,381 $ 601,350 $ - $ 601,350 $ - 0% $ Total All Divisions 601,381 $ 601,350 $ - $ 601,350 $ - 0% EXPENDITURES BY FUND Fund Number Fund $ 010 General Fund 601,381 $ 601,350 $ - $ 601,350 $ - 0% 122 9-1-1 - - - $ Total All Funds 601,381 $ 601,350 $ - $ 601,350 $ - 0% City of Bozeman,Montana 122 City Manager's Recommended Budget FY06-07 JOINT DISPATCH SERVICES FY 07 BUDGET HIGHLIGHTS • No proposed increase in the allocation to Joint Dispatch in FY 07, based on Commission direction received in August 2005 regarding funding inequities for 911 Services. FY 07 ACTION PLAN Fire Dispatch Necessity dictates the addition of a station in our Comm Center dedicated to handling Fire/ EMS calls exclusively. This will require adding three (3) staff positions to meet this objective. Fire/EMS calls require a different measure/level of service that cannot be met without a posi- tion dedicated to their specific requirements. NFPA (National Fire Protection Association) standards dictate that all Fire/EMS calls into a PSAP will generate the initial dispatch within 60 sec. or less, 95% of the time. My objective for fiscal 2007 is to meet this expectation. How- ever, our center needs to be able to structure a Communications Officer specifically to the aforementioned needs for all three shifts. Additionally, we need to have non-working supervi- sors. In their current positions supervisors must work a position full time and they are not able to provide quality assurance, problem solving, mentoring, or staff adherence to standards. Other centers in our size range have dedicated fire positions to ensure national standards are met. Our center must be able to deliver expectations that are the industry standard. This posi- tion is one of immediate urgency each and every time an event is created for Fire/EMS. Mere seconds are critical to successful deployment and satisfactory outcomes. These are essential levels of service that needs to be delivered by our Communications Center. We do face some obstacles when implemented, with Phase II wireless issues and with the "drill down" questions to determine the nature of the emergency. Records Management This joint City/County law enforcement records management continues to see significant growth. Space continues to be problem for storage of records. The critical nature of records storage has been brought before the County Commissioners. The County continues to look at data base storage systems that would allow micro filming of criminal justice records that could then be safely destroyed. Some of these decisions are not unanimously accepted between the courts as to what must be saved and what can be filmed and destroyed. Once again, space for this department is at a premium. Communications Site Purchase In December of 2005 the County consummated the purchase of two existing communication sites. One is Timberline and it is a deeded site located east of town near the Jackson Creek Exit of 1-90. This is a premier site because of location and the infill it will provide to responders on that busy corridor. A goal of this period will be to map a strategy for use of the site for Gallatin County responders, the five county Mobile Data project, and lease space for generat- ing income. Another site is Nixon Ridge which serves the Western side of the County and is a leased site. This is an established site that we purchased for an exceptional price. The site was purchased knowing that the lease holder wanted the site moved from his property. Plans are under consideration for relocation. City of Bozeman, Montana 123 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION PROGRAM DESCRIPTION The public service/engineering budget includes the director of public service, engineering, and snow removal. The director of public service has oversight responsibilities for water and sewer utilities, street maintenance, vehicle repair, solid waste utility, parks, cemetery, forestry, public facilities, and engineering. The engineering division provides technical engineering in the preparation, review, and over- sight 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, sanitary sewer and storm water collection and treatment, streets (with appurte- nant curb, gutter, sidewalk and drainage facilities), traffic control facilities, solid waste, and other 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 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 stan- dards; performs engineering surveys; coordinates infrastructure work with County, State, and Federal agencies; administers the EPA-mandated wastewater pretreatment program; and ad- ministers the city's flood plain ordinance, sidewalk repair and installation programs, and the sidewalk snow and weed enforcement programs. City of Bozeman, Montana1 25 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION MAJOR OBJECTIVES • To coordinate the activities of the public service department divisions. • To establish and maintain policies, procedures and protocol for conducting the depart- ment's functions. • To assist the city manager and finance director in reviewing enterprise funds 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, public lands and transportation facilities are implemented in a cost-effective manner. • To assure that all city infrastructure improvements are constructed in a quality manner to provide reliable service for the public's immediate and long-term needs. City of Bozeman, Montana1 26 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 7.15 7.15 7.15 Number Category 1000-1199 Salaries&Overtime $ 278,643 $ 300,916 $ - $ 301,442 $ 526 0% 1200-1299 Benefits 96,829 100,961 - 102,664 1,703 2% 2000-7599 Operating 213,001 157,429 365,175 207,746 132% 8000-8999 Capital 2,341,802 - - - - 100% 9000-9699 Debt Service - - - 9900-9999 Transfers 305,883 - - Total All Categories $ 3,236,158 $ 559,306 $ - $ 769,281 $ 209,975 38% EXPENDITURES BY DIVISION Division Number Division 4010 Public Services Admin $ 35,740 $ 36,772 $ - $ 39,577 $ 2,805 8% 4020 Engineering 374,430 402,321 620,265 217,944 54% 4030 Snow Removal Enfor 16,220 31,013 36,639 5,626 18% 4040 Weed Cutting Enfor 2,146 - 500 500 100% 4050 Sidewalk Repair 2,289 17,700 800 (16,900) -95% 4060 Sidewalk&Curb Const 68,005 71,500 71,500 - 0% 4070 SID Const 2,737,328 - - - 0% Total All Divisions $ 3,236,158 $ 559,306 $ - $ 769,281 $ 209,975 38% EXPENDITURES BY FUND Fund Number Fund 10 General Fund $ 430,825 $ 487,806 $ - $ 697,781 209,975 43% 103 Health-Medical lnsur* - - - 105 P.E.R.S.Fund* - - - 500... SID Construction 2,805,333 71,500 71,500 - 129 Special Projects - _ _ Total All Funds $ 3,236,158 $ 559,306 $ - $ 769,281 $ 209,975 38% City of Bozeman,Montana127 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION BUDGET HIGHLIGHTS • Aerial Photography—$165,000 • Sidewalk Repair moved to Streets—$16,900 City of Bozeman,Montana128 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION ENGINEERING DEPARTMENT DETAILED 2005 WORK LOAD INDICATORS I.CONSTRUCTION PROJECTS PRIVATE WATER AND SEWER PROJECTS 1/1105 TO 12/31/05 WATER(LFI SEWER(LF) $VALUE' 1 Cattail Creek Sub.Ph 3 7094 5887 460,370 2 Baxter Square Phase 1 3429 3903 254,220 3 Bozeman Gateway 6600 1800 318,000 4 Outback Steakhouse Fire Service 93 3,720 5 Binh Ly Townhomes 116 138 8,780 6 C'Mon Inn 96 3,840 7 S.11th(CFT Sub) 1145 45,800 6 Willow Run Condos 175 160 11,800 9 Building Blocks Academy Fire Service 70 2,800 10 BridgerApts.Ph.2 Fire Service 77 3,080 11 3416 W.Babcock 30 50 2,700 12 Alder Creek Phase 3 4116 2341 234,870 13 Kenyon-Noble Oak St.Facility 1740 69,600 14 Christ the King Lutheran Church Fire Service 191 7,640 15 Baxter Square Ph.2 503 586 37,700 16 Cattail Street 910 1096 69,280 17 Cottonwood Condos 6673 5160 421,720 18 W Villard St.Development 1000 450 53,500 19 Baxter Meadows Ph.2C,2D 2596 2006 164,020 20 Westwinds Sub.Phase 1A&1B 6119 4472 378,920 21 Bridger Peaks Village 1492 204 65,800 22 Highgate House 1273 50,920 23 Milligan Minor Sub. 792 804 55,800 24 Hilton Hotel Fire/Domestic Services 100 4,000 25 Gallatin Center:Max Ave.road/sewer 671 20,130 26 JCD Offsite Sewer(Babcock Crossing) 195 5,850 27 Brady Ave.Improvements 79 3,160 28 JC Billion Sewer 770 23,100 29 Creekwood Sub. 3638 8274 393,740 30 Baxter Meadows Blk 2 Lots 3&4 175 119 10,570 31 1st Security Bank Fire Service 198 7,920 32 Library Watermain 1496 59,840 33 Legends Sub. 4137 3402 267,540 34 Westwinds Sub.Phase 2A&2B 5210 4210 334,700 35 Lone Mt.Gymnastics Fire Service 65 2,600 36 Reach Inc.Fire Service 52 2,080 37 Gallatin Valley Mall Fire Service 100 4,000 38 Red Tail Meadows 275 335 21,050 39 E.Side Office Fire Service 30 1,200 40 Country Inn Watermain 780 31,200 41 1st Pres.Church Fire Service 57 2,280 42 Flanders Creek Sub. 9909 6382 587,820 43 Rosa Sub.Phase 1 2400 3802 210,060 44 Summer Creek Condos 575 303 32,090 45 Valley West Phase 3 13760 8950 818,900 46 Mill District 140 5,600 47 Vanns Appliance Fire Service 147 5,880 48 Oak Springs Sub. 6716 2584 346,160 49 L&J Re-entry Bldg.Fire Service 152 6,080 50 Sunfish Park Sub 250 500 25,000 51 Baxter Apartments 1653 740 88,320 52 Laurel Glen Sub.Ph.2 5103 1816 258,600 53 *Mercury Advertising Fire Service 30 1200 54 *Meadow Creek Sub.Outfall Sewer(South) 8456 253,680 55 `Residence Inn Fire Service 169 6,760 56 *E.Free Church Fire Service 189 7,560 57 *Village Lofts Fire/Domestic Services 60 2,400 58 `Garage at City Center Fire Service 71 2,840 59 *St.James Church Fire Service 32 1,280 TOTAL 104078 80566 6,580,070 City of Bozeman, Montana1 29 City Manager's Recommended Budget FY06-07 PUBLIC SERVICES ADMINISTRATION PUBLIC WATER AND SEWER PROJECTS 111105 TO 12131/05 WATER(LF) SEWER(LF) $VALUE I 1 Hyalite Transmission Main Replacement 22,766 4,292,117 2 WWTP Modifications NIA 2,347,555 3 *Golf Way Water Main 642 60,000 TOTAL 23408 0 6,699,672 PRIVATE STREET AND STORM SEWER PROJECTS 1/1/05 TO 12131/05 STREETS(LFA STORM SEWER(LF) $VALUE 1 1 Alder Creek Phase 3 3636 1359 340,650 2 Old Highland 1190 0 89,250 3 Gallatin Center:Max Ave.road/sewer 724 54,300 4 Brady Ave.Improvements 350 26,250 5 Creekwood Sub 3110 858 278,150 6 Legends Sub. 4685 150 358,875 7 Cattail Street 1849 148 146,075 8 Baxter Square Phase 1 3422 569 285,100 9 Westwinds Sub.Phase 2A&2B 4960 2258 484,900 10 Bridger Peaks Village 700 0 52,500 11 Valley West Sub.Ph.2 4300 1035 374,250 12 W.Villard St.Development 250 0 18,750 13 Cottonwood Condos 7209 1807 631,025 14 Laurel Glen Sub.Ph.2 4940 1233 432,150 15 Milligan Minor Sub. 1890 179 150,700 16 Flanders Creek Sub 9700 1900 822,500 17 Rosa Sub.Phase 1 2315 483 197,775 18 Valley West Phase 3 12875 6341 1,282,675 19 Mill District 400 450 52,500 20 Oak Springs Sub. 6590 1895 589,000 21 Sunfish Park Sub. 320 24,000 22 Westwinds Sub.Phase 1A&1B 9984 1941 845,850 23 Baxter Apartments 2912 402 238,500 24 Baxter Square Phase 2 533 203 50,125 25 Kenyon-Noble Oak St.Facility 3110 300 248,250 26 S. 11th,Kagy to VLC 1746 110 136,450 27 Bozeman Gateway 7500 1000 612,500 28 Cattail Creek Sub.Ph.3 8280 5424 892,200 29 Baxter Meadows 2C&2D 3920 2158 401,900 30 *Vandermolen Minor Sub 700 68 55,900 TOTAL 114100 32271 10,171,050 Total 2004 96795 23865 8,471,461 PUBLIC STREET AND STORM SEWER PROJECTS 1/1/05 TO 12/31/05 STREETS(LFj STORM SEWER $VALUE' 1 *Durston Road,7th to 19th 3900 1,810,000 2 *S.19th,Kagy to Main 6865 8800 3,900,000 3 Babcock Street SID 683 5000 3,249,756 4 Valley Center SID 676 3834 1,755,200 5 N.19th SID 675 4560 1,252,200 6 N.19th/Cattail Signal SID 678 n/a n/a 171,000 7 *Durston Road,19th to Fowler 5300 3275 4,310,068 TOTAL 29459 12075 16,448,224 City of Bozeman, Montana 130 City Manager's Recommended Budget FY06-07 STREETS PROGRAM DESCRIPTION STREET MAINTENANCE FUND: The street maintenance district fund 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 pur- pose of maintaining its streets, alleys, and other public places. The maintenance districts were first created during fiscal year 1990-91. Each year, assess- ments are levied on each piece of property within the city limits. The assessments are placed on the property owners' SID notices each year. The collections in November and May provide the revenues for the street maintenance district program. Any unexpended balance will be available for re-appropriation next fiscal year. The assessment for the costs and expenses incurred in maintaining streets, alleys, and other public places within the maintenance district is assessed against each lot or parcel within the district for that part of the cost which its assessable area bears to the assessable area of the entire district, exclusive of streets, avenues, alleys, and public places. GAS TAX FUND: The gas tax fund accounts for the expenditure of the city's share of state collected gas tax funds allocated to the city by the Montana Department of Transportation. Section 15-70-101 MCA provides that the Montana Department of Transportation shall allocate gas tax revenues to cities, towns, and counties. One-half of the city's 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. The goal of the street maintenance division is to help provide for a network of safe roadways for the traveling public. To provide access to desired destinations such as emergency ser- vices, schools, employment, shopping, community services, or other facilities in a quick, con- venient, safe and comfortable manner for all population groups in the community with a mini- mum of harmful effects on the environment. City of Bozeman, Montana 131 City Manager's Recommended Budget FY06-07 STREETS MAJOR OBJECTIVES • To implement an efficient pavement management plan, which would help develop yearly maintenance programs for failing street infrastructure. • To develop and design efficient truck by-pass routes and effective arterial and collector street networks for moving traffic through the city. • To maintain streets and alley right-of-ways to allow traffic to move in a safe and prudent manner. • To improve the quality of summer and winter street maintenance work to resolve traffic congestion and vehicle movements by implementing better street routing and signalization procedures. • Continued use of alternative fuels such as Biodiesel and Ethanol in our fleet. • Institute a city wide curb replacement program with assistance from the Engineering Dept. • Expand our cooperative efforts with the County Road Department. City of Bozeman, Montana1 32 City Manager's Recommended Budget FY06-07 STREETS EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 13.62 13.62 15.62 Number Category 1000-1199 Salaries&Overtime $ 572,286 $ 603,303 $ 689,628 $ 86,325 14% 1200-1299 Benefits 226,819 235,638 259,599 23,961 10% 2000-7599 Operating 2,917,619 2,374,757 2,442,932 68,175 3% 8000-8999 Capital 1,206,157 533,000 6,277,750 5,744,750 100% 9000-9699 Debt Service - - - - 100% 9900-9999 Transfers - 6,000,000 30,515 (5,969,485) Total All Categories $ 4,922,881 $ 9,746,698 $ - $ 9,700,424 $ (46,274) 0% EXPENDITURES BY DIVISION Division Number Division 4110 Street Operations $ 3,513,964 $ 7,490,032 $ 7,334,401 $ (155,631) -2% 4120 Street Maintenance 589,843 683,006 732,613 49,607 7% 4130 Street Construction 575,087 1,358,790 1,358,790 - 0% 4140 Snow&Ice Removal - 0% 4150 Street Lighting 215,172 150,000 208,000 58,000 39% 4171 Traffic Signs&Markers 28,815 64,870 66,620 1,750 3% Total All Divisions $ 4,922,881 $ 9,746,698 $ - $ 9,700,424 $ (46,274) 0% EXPENDITURES BY FUND Fund Number Fund Street Maintenance 111 District $ 1,624,217 $ 1,578,793 $ - $ 1,832,519 253,726 16% 10 General Fund - 30,515 30,515 - 0% 110 Gas Tax Apportionment 550,604 610,500 610,500 - 0% Community Transporta- 108 tion 99,479 697,746 697,746 - 0% Highway Safety Im- 109 provement Projects - 18,100 18,100 - 0% 114 Street Impact Fee 2,011,195 6,000,000 5,700,000 (300,000) 100% G.O.Transportation 511....538 Bond 475,608 - - - 105 P.E.R.S. Fund* - _ _ 146...201 Lighting Districts 161,778 150,000 150,000 - 0% 129 Special Projects - 661,044 661,044 - 0% 130 ADA - General Fixed Asset 900 Group - Total All Funds $ 4,922,881 $ 9,746,698 $ - $ 9,700,424 $ (46,274) 0% City of Bozeman, Montana 133 City Manager's Recommended Budget FY06-07 STREETS FY 07 BUDGET HIGHLIGHTS • Two (2) additional City Service Workers added to staff $43,000 ea. • Pavement Management & General Consulting Services $10,900 • Storm Water Compliance & Monitoring $35,000 • Contract Weed Spraying $10,000 • Truck Replacement $38,000 • Work order Management Software (prior year carryover of$15K) $2,000 • Pavement Management& Preventive Maintenance Program $50,000 • Boulevard and Median Maintenace Program $25,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • Thin lift overlay on N. 17th • Paving of L Street to Cedar. • Mapping of outfalls into all storm drainages. • Decrease time to plow all City streets. • Continue pro-active pothole patching program to repair pavement defects before they happen. • Update Pavement Management Inventory of City streets. • Continue sharing of equipment between departments so as to utilize seasonal equipment year round. • Start the repairing and improving of medians and boulevards. City of Bozeman,Montana 134 City Manager's Recommended Budget FY06-07 STREETS PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Percentage of Pothole Repairs still holding 6 months later: Summer Patches(Target 90%) 90% 90% 90% 90% 95% Winter Patches,Target 50%),, 50% 30% 30% 30% 40% Percentage of citizen-called-in' of holes re- paired within: (Target 7 working days) 90% 100% 100% I 100% 100% Percentage that find ease of travel by: 100=Excell Car 0=poor. n/a n/a 36% 40% Bicycle n/a n/a 42% 45% Walkin n/a n/a 59% 63% Percentage of Priority Routes completed (Target—Plowed&Sanded within 4 hours of notification—4 person crew Priority#1 100% 100% 100% 100% 100% Priority#2 100% 100% 100% 100% 100% Priority#3 100% 100% 100% 100% 100% Percentage of Residential Streets completed (Target—Plowed&Sanded within 5 days after snowfall ceases—4-person crew 100% 75% 75% - 67% 50% Respond to emergency calls within 1 hour of notification(weekdays) 100% 100% 100% 100% 100% Percentage of weed mowing completed within 3 weeks of startup(Tarcet 100%initial mowing) 100% 80% 80% 85% 90% Percentage of citizens rating street cleanliness 100=Excell as satisfactory(Target 90%-Results of Sur- 0=poor n/a n/a 50% 50% vey) Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Labor hours per pothole repair(Target)<.50 .50 .60 .60 .60 .55 I Repair pot holes&Other Road Hazards— Target Repair Pothole>3"deep&6"wide within 2 2 2 2 2 2 working days of notification Repair Pothole<3"deep&6"wide within 10 10 8 8 7 5 working days of notification Shoulder blocks of Right-of-way mowed per day(Target 20—25) 20-25 I 22 22 22 23 Alley blocks cleared of brush&debris per day (target 15-20 w/3-person crew) 15-20 I 20 20 20 20 I Graveled streets graded Target 1.0 labor-hours/1,000 lineal Feet or 1,000 lineal Feet per hour 1,000 I 900 900 900 900 Alley blocks graded and surface material placed per clay(Target 8-10/grader) 8-10 I 12 12 12 12 Crack sealing of asphalt streets—lineal feet per labor hour(Target 80-90) 80-90 I 100 100 100 100 Curb miles of streets swept per day(Target 35- 40/sweeper) 35-40 50 ( 50 50 40 Streets plowed and sanded (Target 1.75 labor-hours/lane mile or 14 lane- miles/hr.[normal snowfall] 14 14.5 14.5 14.5 15 (Target 1.25 labor-hours/lane mile or 10 lane- miles/hr.[heavy snowfall] 10 10.5 10.5 10.5 11 City of Bozeman, Montana135 City Manager's Recommended Budget FY06-07 STREETS WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Street&Alley Mileage 172 188 195 210 Lineal Feet of Curb Replaced 275 1330 924 1000 #of Wheelchair Ramps Installed 29 28 13 20 Miles Chip Sealed 6 7.85 5.7 6 Miles Paved (Includes Asphalt Millings) 1.8 2.66 2 3 Miles Graveled 3 I 3 3 3 Miles of Street Milling 1.8 2.12 1.2 2 Lbs of Crack Sealer Used 5580 3420 3400 3500 #of Signs Installed 370 649 672 700 Lane Miles Painted 38 41 45 50 Lane Miles Plowed and Sanded 920 940 950 1050 Miles of Crosswalks Painted* .6 1.3 1.9 2 Miles of Crosswalk Tape Applied 1600 If 1440 If 424 If 500 If Miles of Yellow Curb Painted 13.5 ( 15 16 17 Number of Storm Inlets maintained 5350 5350 5350 5375 Number of Storm Manholes Maintained 340 I 340 340 360 Curb Miles of Streets Swept 8883 8900 9000 9000 Signal Lights Maintained 53 53 56 60 Flashing Yellow Lights Maintained 10 10 15 16 Tons of Brush Collected 136.2 136.2 58* 60 Tons of Leaves Collected 368 368 908 500 Frequency of Residential Streets Swept ( 2 2 1.4 2 Street Closures for Special Events I 20 20 16 18 Miles of Creek Maintained 1 1 1 1 Miles of Sidewalk Plowed 1.8 4.5 4.0 4.5 *Generally,all future crosswalks will be constructed with tape instead of paint City of Bozeman, Montana 136 City Manager's Recommended Budget FY06-07 WATER PLANT PROGRAM DESCRIPTION The water plant budget unit accounts for the costs associated with maintaining a quality drink- ing water supply for the City of Bozeman. The City of Bozeman has two treatment plants: The 15 MGD Sourdough Plant and the 1 MGD Lyman Creek Plant. The Sourdough WTP was completed in 1983 and had a rated capacity of ten million gallons per day. The water plant was expanded during FY 93 to add an additional five million gallons per day for a total capacity of 15 million gallons per day. Major operating expenses of the water plants include staffing, maintenance, chemicals and utilities. The plants are operated 24 hours per day, 365 days per year. There are 5 operators, 2 lead workers, 1 foreman and a superintendent as of FY-06. The WTP operators are also re- sponsible for all monitoring of the drinking water in the distribution system according to the Safe Drinking Water Act. This job requires one operator a minimum of 5 hours per day, 7 days per week. More than 10,000 water quality test are run annually. A significant increase in sam- ple collecting is anticipated due to the requirements of the Long Term 2 Enhanced Surface Water Treatment Rule, and the Stage 2 Disinfectants Byproducts Rule. A corrosion control building and system to halt lead and copper corrosion in the distribution system was completed in 1998. A new sludge drying bed to replace older inadequate beds was completed in 1998. The new Hyalite raw water intake, pipeline, and connection building is anticipated to be completed by July of 2006. The Lyman Creek WTP completed a 2.6 million dollar upgrade in 2003-04, which includes a roof and a liner for the 5 million gallon reservoir, a new building for operation, chlorine and fluo- ride addition, radon removal, and an effluent water quality monitoring building. The system was put on-line June 1st of 2004. However, there are performance issues with the liner, and the City is currently involved in litigation in an effort to resolve the issue. In August of 2000 the Reservoir Division was switched from Water Operations to WTP; this includes: A. Lyman Creek 1. Water plant 2. 5 million gallon reservoir 3. Watershed 4. Raw water transmission lines B. Sourdough (Bozeman) Creek 1. Watershed 2. Diversion structure 3. Raw water transmission line C. Hyalite Creek 1. Watershed 2. Diversion structure 3. Raw water transmission line D. Hilltop 2 million gallon reservoir E. Sourdough 4 million gallon reservoir F. 3 certified Water System Operators City of Bozeman,Montana City Manager's Recommended Budget FY06-07 137 WATER PLANT MAJOR OBJECTIVES Mission: to protect the public health through optimization of the Sourdough Creek and Lyman Creek Water Treatment Plants. • To maintain high-quality drinking water of low turbidity, void of contaminants. • To meet the water supply demands of the city of Bozeman. • Monitor and maintain water treatment plant facilities to insure current needs are met and to anticipate future water quality and quantity needs. City of Bozeman,Montana 138 City Manager's Recommended Budget FY06-07 WATER PLANT EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 9.27 9.27 9.27 Number Category 1000-1199 Salaries&Overtime $ 407,322 $ 427,360 $ - $ 518,071 $ 90,711 21% 1200-1299 Benefits 160,938 158,361 202,158 43,797 28% 2000-7599 Operating 1,425,478 857,249 - 899,662 42,413 5% 8000-8999 Capital 1,913,857 1,144,000 895,000 (249,000) 100% 9000-9699 Debt Service - - - - 9900-9999 Transfers 2,300,000 3,656,000 - (3,656,000) Total All Categories $ 6,207,595 $ 6,242,970 $ - $ 2,514,891 $ (3,728,079) -60% EXPENDITURES BY DIVISION Division Number Division 4610 WTP Operations 1,413,144 $ 1,329,685 $ - $ 2,299,360 $ 969,675 73% 4620 WTP Construction 4,682,538 4,800,000 100,000 (4,700,000) 100% 4630 WTP Reservoirs 111,913 113,285 - 115,531 2,246 2% Total All Divisions $ 6,207,595 $ 6,242,970 $ - $ 2,514,891 $ (3,728,079) -60% EXPENDITURES BY FUND Fund Number Fund 600 Water fund $ 3,907,595 $ 2,586,970 $ - $ 2,514,891 $ (72,079) -3% 610 Water Impact Fees 2,300,000 3,656,000 - (3,656,000) 100% Total All Funds $ 6,207,595 $ 6,242,970 $ - $ 2,514,891 $ (3,728,079) -60% City of Bozeman, Montana139 City Manager's Recommended Budget FY06-07 WATER PLANT FY 07 BUDGET HIGHLIGHTS • Water Tank Painting and Maintenance Project $ 750,000 • Pump Replacements $ 63,000 • Bypass Building Emergency Generator $ 28,000 • Laboratory Testing $ 15,000 • Asset Management Software (share) $ 17,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • Provide adequate quantity and quality water with zero State or Federal violations to our customers • Start implementing the Water Facility Plan • Continue to optimize the new Lyman Creek Water Treatment Plant • Continue to optimize the Sourdough Water Treatment Plant • Replace 2 of 12 filter effluent turbidimeters • Continue our weed control program at the water tanks and diversions • Start the necessary sampling/lab work to meet the requirements of the Long Term 2 En- hanced Surface Water Treatment Rule • Start the necessary sampling/lab work to meet the requirements of the Stage 2 Disinfec- tion/ Disinfection Byproducts Rule. • Replace one Backwash pump, and the Surface wash pump. • Obtain an Emergency generator for the Sourdough Bypass building. • Paint the Hilltop Tank City of Bozeman, Montana 140 City Manager's Recommended Budget FY06-07 WATER PLANT PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Provide adequate drinking and fire fighting water in reserve tanks: Requires 40%tank reserves 100% 97% 100% 100% 100/% Maintain fluoride level in distribution system between.85 and 1.25 PPM daily average 100% 99% 99% r 98% I 100 Maintain chlorine residual according to EPA requirements for inactivate Giardia cysts I 100% I 100% 100% 100% 1 100% Optimize water quality by maintaining lowest possible WTP effluent NTU: (state requirement<.3 NTU) 100% 100% 100% 100% 100% WTP daily average(WTP Goal=<0.11) 98% 99% 100% 100% 100% WTP High daily individual filter(WTP Goal=<0.21) 98% 100% 100% 100% 100% I I Unscheduled repair/maintenance completed within 2 weeks(dependent on vendor schedule) 100% 1 6 3 100% 100% number if items not completed: Scheduled repair/maintenance completed within 7 days 95% 1 96% 96%° 95% 90% I Maintain operator certification 10hrs training/yr I 100% I I 100% 100% 100% 100% I Sample and test distribution system water quality per state and federal requirements: 100% I 100% 100% 100% 100% I 10,000 readings/tests per year City of Bozeman, Montana 141 City Manager's Recommended Budget FY06-07 WATER PLANT WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Estimate of Average Hours per Day of: Plant Operation 23.7 23.0 23.7 24.0 Laboratory Analysis& Collection 4.9 5.0 5.0 5.3 I I Monito I I I Lyman Creek Water Quality:aSourdough& I 24.0 24.0 24.0 24.0 I I • I Diversion &Reservoir Monitoring I 2.9 2.9 2.9 3.0 Continuous Monitoring Includes: 1) WTP Influent & Effluent Flow rate; 2) Filters#1 -#12 Efflu- ent 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 Lev- els; 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 Resid- ual: 14) Lyman Reservoir Outlet Chlorine Residual; 15) Lyman Influent Turbidity; 16) Lyman Reservoir Level. City of Bozeman, Montana142 City Manager's Recommended Budget FY06-07 WATER OPERATIONS PROGRAM DESCRIPTION The water operations budget unit accounts for the costs associated with operation and main- taining the city's water transmission and distribution system. The water operations division is responsible for locating, maintenance and repair of existing water lines and appurtenances, overseeing installation of new lines, and reading all meters monthly. The division maintains the entire water distribution system, ever mindful of its integrity and ser- viceability while maintaining potable water through this system. City of Bozeman, Montana 143 City Manager's Recommended Budget FY06-07 WATER OPERATIONS MAJOR OBJECTIVES • To maintain and locate the City's water distribution system including mains, fire hy- drants, valves, meters, raw water transmission mains, and pressure reducing vaults. • To repair and replace water infrastructure as needed: hydrants, mains, valves, etc. • To inspect all new infrastructure following installation prior to acceptance. • Maintain a valve replacement program for leaky or inoperative valves. • Maintain a Valve Exercise Program —operating approximately 50% of all valves annu- ally. • Maintain an effective water main directional flushing program in conjunction with a fire hydrant operation. • To flush 25% of all fire hydrants annually. • To inspect all new water service installations in a timely manner. • To replace service lines as needed. • To continue a curb stop verification and serviceability program for customer service lines. • To accurately read all meters monthly. • To resolve meter reading problems on a timely basis. • To institute and maintain a Backflow prevention and testing program. • To respond to water distribution problems 24 hours a day 7 days a week. • To develop and maintain a comprehensive and cost effective security system for our water distribution system. City of Bozeman,Montana 144 City Manager's Recommended Budget FY06-07 WATER OPERATIONS EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 14.12 14.62 14.62 Number Category 1000-1199 Salaries&Overtime $ 528,018$ 645,644$ - $ 602,562 $ (43,082) -7% 1200-1299 Benefits 214,225 230,271 235,857 5,586 2% 2000-7599 Operating 2,783,601 772,017 - 738,616 (33,401) -4% 8000-8999 Capital 124,680 515,000 842,500 327,500 64% 9000-9699 Debt Service 497,954 495,533 497,338 1,805 0% 9900-9999 Transfers - - - . - Total All Categories $ 4,148,478$ 2,658,465 $ - $ 2,916,873 $ 258,408 10% EXPENDITURES BY DIVISION Division Number Division 5010 Water Operations $ 3,335,015$ 2,235,984$ - $ 2,472,090 $ 236,106 11% 5020 Utility Locates 72,143 56,909 51,723 (5,186) -9% 5030 Water Services 29,884 35,000 35,000 - 0% 5040 Water Construction 393,488 - - - 5050 Reserviors 37,848 - - - - 5060 Meter Reading 239,938 295,072 322,560 27,488 9% 5070 Hydrants 20,878 20,000 20,000 - 0% 5080 Water Valves 11,249 8,000 8,000 - 0% 5090 Main Repairs 8,035 7,500 7,500 - 0% Total All Divisions $ 4,148,478 $ 2,658,465$ - $ 2,916,873 $ 258,408 10% EXPENDITURES BY FUND Fund Number Fund - 600 Water Fund $ 2,808,950 $ 2,658,465$ - $ 2,916,873 $ 258,408 10% 610 Water Impact Fees 1,339,528 - - - 0% Total All Funds $ 4,148,478$ 2,658,465 $ - $ 2,916,873 $ 258,408 10% City of Bozeman, Montana146 City Manager's Recommended Budget FY06-07 WATER OPERATIONS PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Repair main breaks/leaks within four hours of discovery 100% (5)100% (8)100% (15)100% (10)100% Operate every valve 100% 50% 50% 90% 50% Operate every Fire Hydrant(recommended bi- annually) 100% 25% 25% 20% 20% Flush every main(recommended annually) 100% 25% 25% 20% 20% Read every meter once per month 100% 100% 100% 100% 99% Recall on meter readings 50 50 50 50 Damage to other utilities 0 0 0 0 New Water Service Inspections 2 Hr X 1 with 4 hr Response 95% 90% 90% 90% Efficiency Measurers FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budg- eted MH cost per hydrant flow (6 hyds x 2 men per hr)Per Hydrant+Material (250)$7.61 (400)$7.99 (450)$8.79 (450) $9.14 MH cost per hydrant replace (3 men x 7 hrs)Per Hydrant+Material4 5 (6) ) $1,900.00 $2,372.00 $2,000.00 $2,100.0 0 MH cost per hydrant repair (2 men x 3 hrs)Per Hydrant+Material (12)$252.00 (11)$828.00 (10) (10} $750.00 $750.00 MH cost per valve box repair (2 men x 4 hrs)+Material (42)$183.75 I (35)$192.93 (40)$198.71 (40) $210.00 MH cost per valve op.Area (2 men x 14 hrs) I $676.04 $709.84 I $744.45 $774.22 MH cost per curb box repair (2 men x hrs)+Material I (140) (65)$137.59 (80)$141.71 (80) $131.04 $148.00 MH cost per water service repair (3 men x 6 hrs)+Material (15)$525.00 (10)$551.25 (17)$567.78 (15) $623.38.38 MH cost per water main repair (4 men x 7 hrs)+Material (15) (6)$787.50 (10)$826.87 (18)$851.67 $894.25 MH cost per renewed water service (3 men x 6 hrs)+Material ( I(8)$997.50 (16) I (10) (10) $1315.00 $1078.78 $1132.68 I I I I I Inspect within 2 hr call I I $23.58 $24.75 I $47.34 $49.70 I City of Bozeman,Montana 146 City Manager's Recommended Budget FY06-07 WATER OPERATIONS WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted New Service Main Taps 30 39 55 55 Renewal Service Installations 9 16 12 12 Meter Replacement/Repair 100 120 240 240 Valve Operation 1 50% 50% 90% 70% One-Call Location Request 5,222 5,000 5,400 I 5,600 Hydrant Flushing 25% 25% 25% 25% Hydrant Replacement 6 4 5 5 New Water Service Line Inspections 364 504 575 600 Water Main Repairs 6 8 18 15 Fire Hydrant Repairs 12 10 10 10 Water Main Valves Replaced 8 3 6 6 Water Main Valve Box Repairs 42 35 40 40 Water Service Line Repairs 15 10 17 15 Curb Box Repairs 120 65 80 80 City of Bozeman, Montana 147 City Manager's Recommended Budget FY06-07 WASTEWATER OPERATIONS PROGRAM DESCRIPTION The wastewater operations budget unit accounts for the costs associated with providing and maintaining a wastewater collection system for the city. The wastewater operations division maintains a program of inspecting, cleaning, root cutting repairing mains, manholes, and installing new wastewater stubs. The wastewater operations division along with the engineering department operates a sewage pretreatment program. The program is designed to reduce the level of pollutants discharged by industry and other non-domestic wastewater sources into the City of Bozeman municipal sewer system, and thereby, reduce the amount of pollutants released into the environment through wastewater. The objectives of the program are to protect the Publicly Owned Treatment Works (POTW) from pollutants that may interfere with plant operation, to prevent pollutants that may pass through untreated from being introduced into the POTW, and to improve opportunities for the POTW to reuse wastewater and sludges that are generated. The television inspection division maintains a program of inspecting all new sanitary sewer in- frastructure to be accepted by the City of Bozeman. This division inspects existing infrastruc- ture to determine deficiencies and recommend repairs and prioritize capital improvements. This enables us to minimize emergency callouts and customer service problems. City of Bozeman, Montana148 City Manager's Recommended Budget FY06-07 WASTEWATER OPERATIONS MAJOR OBJECTIVES • To adequately maintain and locate the City's wastewater system including manholes, wastewater collection and transmission systems, and lift stations. • To inspect businesses and restaurants on a quarterly basis along with the engineering de- partment to ensure compliance with the city's sewage discharge requirements. • To flush our entire collection system annually, minimizing stoppages. • To televise the existing sewer infrastructure to determine problems and the overall condi- tion of sewer mains. This enables us to make needed repairs in a timely manner and pri- oritize renovation projects funded through CIP. • To control root intrusion with an aggressive root cutting program. • To repair breakdowns in mains. • To rebuild/replace manholes as needed. • To televise and inspect all new infrastructure following installation prior to acceptance. • To replace service lines as required due to deficiencies caused by age, roots, etc. • To tap new service lines for contractor installation. • To respond to sanitary sewer problems 24 hours a day 7 days a week. City of Bozeman, Montana1 49 City Manager's Recommended Budget FY06-07 WASTEWATER OPERATIONS EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 7.75 9.25 9.25 Number Category 1000-1199 Salaries&Overtime $ 319,097 $ 361,385 $ - $ 365,697 $ 4,312 1% 1200-1299 Benefits 125,141 101,616 139,278 37,662 37% 2000-7599 Operating 3,283,955 535,310 601,036 65,726 12% 8000-8999 Capital 1,900,812 370,322 1,568,125 1,197,803 323% 9000-9699 Debt Service - - - - 9900-9999 Transfers 1,296,106 360,000 - (360,000) Total All Categories $ 6,925,111 $ 1,728,633 $ - $ 2,674,136 $ 945,503 55% EXPENDITURES BY DIVISION Division Number Division 5210 Wastewater Operations $ 3,515,977 $ 1,335,385 $ - $ 2,623,088 $ 1,287,703 96% 5220 Utility Locates 5,937 4,348 4,348 - 0% 5230 Wastewater Services 7,194 8,000 8,000 - 0% 5240 Wastewater Construction 3,352,383 342,200 - (342,200) -100% 5250 Manholes 12,037 25,000 - 25,000 - 0% 5260 Televising 26,460 5,700 5,700 - 0% 5270 Flushing Operations - - - - 0% 5280 Main Repairs 5,123 8,000 8,000 - 0% Total All Divisions $ 6,925,111 $ 1,728,633 $ - $ 2,674,136 $ 945,503 55% EXPENDITURES BY FUND Fund Number Fund 620 Waste Water $ 3,191,727 $ 1,386,433 $ - $ 1,348,136 $ 945,503 68% 630 Waste Water Impact Fee 1,672,252 - 1,326,000 1,326,000 0% 621 EPA Fund 2,061,132 342,200 - (342,200) 179 Diaster Relief - - - Total All Funds $ 6,925,111 $ 1,728,633 $ - $ 2,674,136 $ 945,503 -76% City of Bozeman, Montana1 b0 City Manager's Recommended Budget FY06-07 WASTEWATER OPERATIONS PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Flush every main in city 90 Miles 134 Miles 137 Miles 140 Miles (trunk line not included) Once/year Root cut affected mains in city 35 Miles 44 Miles 44 Miles 42 Miles (do not root cut PVC only root cut in areas Once/year with large trees) Respond to sewer backup calls 20 Calls 12 Calls 15 Calls 10 Calls (normally on scene within 30 minutes) Within 30 100% 100% 100% 100% Min Install new service within 10 working days 34 41 45 40 (dependent on owner readiness) 100% 100% 100% 100% 100% TV inspection of new mains prior to 7 Miles 6 Miles 8 Miles 8 Miles acceptance(we will televise all our new 100% 100% 100% 100% 100% infrastructure to determine the quality of installation) Efficiency Measurers FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected MH cost per mile/TV inspection (12 hrs per mile)(old Infrastructure) $523.68 $549.86 $568.08 $596.40 MH cost per sewer repair 20 17 15 25 (3 men x 7 hrs) I $458.00 $870.00 $750.00 $775.00 MH cost per new sewer tap 29 41 48 40 (2 men x 1 hr) I $43.64 I $604.00 I $634.00 $650.00 MH cost per manhole repair 6 6 8 8 (2 men x 12 hrs+Material) I $523.00 $549.00 $576.45 $605.27 MH cost per sewer backup call 20 I 15 20 I 20 (2men x 2 hrs) $87.28 $91.64 $94.68 $99.41 Manhole Ring and Cover Replacement 15 15 15 15 4 hr.X 2 men per manhole I $174.56 I $183.28 I $192.44 I $202.06 City of Bozeman, Montana 151 City Manager's Recommended Budget FY06-07 WASTE WATER OPERATIONS WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Main Line Flushing 120 Miles 134 Miles 137 Miles 140 Miles Manhole Inspection (ring/lid/steps) 100% 100% I 100% 100% Main Line Root Cutting 35 Miles 44 Miles 44 Miles 44 Miles Main Line Inspection TV 4 Miles 4 Miles 10 Miles ( 15 Miles Manhole Ring Replacement/Overlay Proj 13 15 15 15 New Infrastructure TV 7 Miles 6Miles 8 Miles 8 Miles Sewer Manhole Repairs 6 8 8 8 Main Line Repairs 20 17 20 25 New Service Taps 20 41 40 35 I One Call Location Requests 5,222 5,000 5,400 5,600 City of Bozeman, Montana152 City Manager's Recommended Budget FY06-07 WASTEWATER PLANT PROGRAM DESCRIPTION The wastewater plant budget accounts for the costs associated with the treatment of the City's domestic, commercial, and industrial wastewater. The Bozeman Wastewater Treatment Plant (WWTP) is an award-winning facility that serves to protect and enhance the water quality of the East Gallatin River. The purpose of the wastewater treatment facility is to ensure continued environmental compli- ance by discharging thoroughly treated effluent that meets or exceeds all State and Federal environmental standards. Through its beneficial reuse program, the Bozeman WWTP also maintains compliance with EPA Part 503 Biosolids regulations. All plant biosolids are thor- oughly digested, and then land applied as a beneficial fertilizer. As identified in the City's recently completed Wastewater Facilities Plan, the Bozeman WWTP is scheduled to undergo a significant expansion and technology upgrade over the next 3 years to keep pace with the growing demand for wastewater services in our community. Whenever possible, these plant improvements will be funded, in part, by grants from the U.S. Environ- mental Protection Agency. The City currently has no outstanding indebtedness related to the wastewater treatment plant. MAJOR OBJECTIVES • To protect and improve the water quality of the East Gallatin River. • To consistently achieve full compliance with all aspects of the City's National Pollutant Discharge Elimination System (NPDES) permit administered by the State of Montana. • To maintain the mechanical reliability of the wastewater treatment facility to ensure un- interrupted operations. • To optimize the operational reliability of the wastewater treatment facility. • To comply with all EPA 503 biosolids land application requirements and regulations. • To minimize unpleasant odors. City of Bozeman, Montana 153 City Manager's Recommended Budget FY06-07 WASTEWATER PLANT EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 14.87 14.87 14.87 Number Category 1000-1199 Salaries&Overtime $ 589,014 $ 635,481 $ - $ 649,797 $ 14,316 2% 1200-1299 Benefits 232,877 234,874 - 247,912 13,038 6% 2000-7599 Operating 1,302,631 2,159,852 989,086 (1,170,766) -54% 8000-8999 Capital 2,073,521 179,800 2,574,000 2,394,200 1332% 9000-9699 Debt Service - - - - 0% 9900-9999 Transfers 1,340,921 - - Total All Categories $ 5,538,964 $ 3,210,007 $ - $ 4,460,795 $ 1,250,788 39% EXPENDITURES BY DIVISION Division Number Division 5610 WW Plant Operations $ 1,582,203 $ 1,589,348 $ - $ 1,568,271 $ (21,077) -1% 5620 Laboratory 151,509 156,191 162,404 6,213 4% 5630 Sludge Injection 75,531 42,688 46,120 3,432 8% 5640 Pretreatment 1,193 - - - 0% 5650 WW Plant Construction 3,728,528 1,421,780 2,684,000 1,262,220 89% Total All Divisions $ 5,538,964 $ 3,210,007 $ - $ 4,460,795 $ 1,250,788 39% EXPENDITURES BY FUND Fund Number Fund 620 Waste Water $ 1,879,204 $ 3,096,207 $ - $ 4,460,795 1,364,588 -13% 621 EPA Grant 2,340,264 113,800 - (113,800) 630 Waste Water Impact Fee 1,319,496 - - - Total All Funds $ 5,538,964 $ 3,210,007 $ - $ 4,460,795 $ 1,250,788 39% City of Bozeman, Montana1 b4 City Manager's Recommended Budget FY06-07 WASTEWATER PLANT FY 07 BUDGET HIGHLIGHTS • I/P Bed Groundwater Study $45,000 • Surge Basin Demolition $65,000 • Roof Repairs for Lift 2, Pretreatment, & RAS buildings $45,000 • Engineering Design for Phase of the new BNR facility $3,900,000 FY 07 ANTICIPATED ACCOMPLISHMENTS • The largest capital expense for FY07 will be the engineering costs associated with the de- sign of the new Biological Nutrient Reduction (BNR) plant expansion. This design will in- clude the preparation of plans and specifications for a new plant headworks, vortex grit re- moval, new primary effluent pumping station, BNR reactor basins, RAS/WAS pumping sta- tion, new blower building, effluent lift pumps, standby emergency generator and UV disin- fection. • In FY07 we plan to continue replacing each of the three aging primary sludge pumps in the basement of the gravity thickener building. • We plan to demolish the old abandoned surge basin. • In FY07 we are scheduled to repair the roofs on three plant structures (1) the RAS building, (2) the Lift 2 building, and (3) the pretreatment building. • If the City's new MPDES permit is issued it will contain a compliance schedule that will re- quire the City to prepare a detailed groundwater study to assess the impact of the existing Infiltration/Percolation Beds (I/P Beds) on area groundwater. This study will be undertaken in FY07. • During the year the WVVTP staff plans to undertake a major reorganization of our spare parts inventory, storage areas and recordkeeping systems. Our new spare parts inventory system will be PC-based and it will enable us to more efficiently track, re-order, and main- tain all required electrical and mechanical spare parts. City of Bozeman, Montana 155 City Manager's Recommended Budget FY06-07 WASTEWATER PLANT PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Meet final effluent discharge permit parame- ters for pH 100% 100% 100% 100% 100% Meet final effluent discharge permit parame- ters for Ammonia Nitrogen 100% 100% 100% 100% 100% Meet final effluent discharge permit parame- ters for Fecal Coliform 100% 100% I 100% 100% 100% Meet final effluent discharge permit parame- ters for CBOD 5 100% 100% I 100% 100% 100% Meet final effluent discharge permit parame- ters for TSS 100% 100% I 100% 100% 100% %CBOD 5 removal(%of carbonaceous bio- chemical oxygen demand removed is a meas- 85% 96% I 97% 96% ( 96% ure of the effectiveness of the plant %of total suspended solids remove 85% 95% I 97% 95% 95% %of Acute Whole Effluent Toxicity Tests passed on final effluent 100% 100% I 100% 100% 100% Number of Plant Bypasses 0 0 I 0 0 0 Meet EPA's Part 503 Biosolids Regulations I 100% 100% I 100% 100% 100% I Efficiency Measurers Design FY 04 FY 05 FY 06 FY 07 Standard Actual Actual Projected Budgeted Million gallons of wastewater flow treated per day(MGD) 5.78 4.91 4.93 4.98 5.05 Total gallons of wastewater flow treated per 2,110 1,792 1,799 1,818 1,843 fiscal year(MG) CBOD Plant Loading(lbs/day) 8,580 9,016 9,815 I 10,500 11,200 TSS Plant Loading(lbs/day) II 8,530 10,146 I 10,800 11,500 7,220 CBOD Total lbs removed per day 7,293 8,655 9,520 I 10,080 10,750 I TSS Total lbs removed per day 6,137 8,104 9,842 I 10,260 10,925 I Total 0&M dollars spent per million gallons of wastewater flow treated,'er year N/A $703 $829 I $874 $821 I Total salary and benefif dollars spent per mil- lion gallons of wastewater flow treated per N/A $357 $379 I $402 $412 I rear otal energy dollars spent per million gallons of wastewater flow treated per year N/A $118 $125 I $118 $117 Total O&M budget monies spent per year N/A $1,259,278 $1,491,971 I $1,589,348 $1,512,178 I City of Bozeman,Montana 156 City Manager's Recommended Budget FY06-07 WASTEWATER PLANT WORKLOAD INDICATORS WORKLOAD INDICATOR FY04 FY 05 FY 06 FY 07 Plant O&M Tasks Actual Actual Projected Budgeted Preventive Maintenance&Lubrication 506 822 830 840 4/1 thru 12/31 Corrective Maintenance 125 120 125 140 4/1 thru 12/31 Bldg. &Grounds Maintenance 430 418 420 440 LAB TASKS I I I I I Activated Sludge Process Control Tests 21,900 21,900 14,100 8200 I Required MPDES Regulatory Tests 1,340 1 1,340 1,550 i 1,820 Calibration of Lab Equipment 800 800 1005 1005 LOADING PARAMETERS I I Population Served I 32,400 34,100 35,700 37,500 Influent Flow(MGD) I 4.91, 4.93 4.98 5.05 BOD Loading (lbs per day) 4 9,016 9,815 10,500 11,200 TSS Loading (lbs per day) I 8,530 10,146 10,800 11,500 SLUDGE INJECTION I I I I Biosolids Injected (Metric tons) I 470 587 595 620 Acres Injected 424 530 540 560 City of Bozeman, Montana157 City Manager's Recommended Budget FY06-07 SOLID WASTE COLLECTION PROGRAM DESCRIPTION The solid waste collection budget unit accounts for the costs of collecting solid waste within the city. The solid waste collection division operates three automated trucks for residential refuse collection, two rear-load trucks for collecting refuse from commercial customers and one roll-off truck. The rear-load trucks are being replace with the more efficient front-load trucks. City solid waste collection service is available to residential and commercial customers within the city limits. One local solid waste disposal firm also serves the area outside the city limits, businesses op- erating within the city, and residential area not on city routes. The goal of the City solid waste collection division is to provide for a safe, clean, and efficient method of solid waste collection. Alternatives to solid waste collection are reviewed on a yearly basis with emphasis being placed on increased recycling and composting. Please note that the City of Bozeman offers a "Pay-As-You-Throw" garbage collection system, which establishes a direct relationship between the amount a customer pays for solid waste collection and disposal and the amount thrown away. In other words, the more a person throws away, the more they pay. This system provides an incentive for customers to reduce and recycle more of their wastes. City of Bozeman, Montana158 City Manager's Recommended Budget FY06-07 SOLID WASTE COLLECTION MAJOR OBJECTIVES • To collect all city customers' solid waste set out for collection, on a weekly basis. • To help minimize the amount of solid waste going to the landfill for disposal. • To promote the automated garbage collection service, which allows a customer to choose a variable size tote, thereby awarding customers who reduce, reuse, and recy- cle. City of Bozeman, Montana159 City Manager's Recommended Budget FY06-07 SOLID WASTE COLLECTION EXPENDITURES-BY-CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 10.74 11.74 12.74 Number Category 1000-1199 Salaries&Overtime $ 514,646 $ 417,130 $ - $ 467,638 $ 50,508 12% 1200-1299 Benefits 207,321 148,392 - 179,537 31,145 21% 2000-7599 Operating 588,421 781,424 920,922 139,498 18% 8000-8999 Capital 114,825 200,000 180,000 (20,000) -10% 9000-9699 Debt Service - - - - 9900-9999 Transfers - - - - Total All Categories $ 1,425,213 $ 1,546,946 $ - $ 1,748,097 $ 201,151 13% EXPENDITURES BY DIVISION Division Number Division 5810 Solid W Coll Operations $ 1,088,077 $ 1,546,946 $ - $ 1,748,097 $ 201,151 13% 5820 Recycling 337,136 - - - 0% Total All Divisions $ 1,425,213 $ 1,546,946 $ - $ 1,748,097 $ 201,151 13% EXPENDITURES BY FUND Fund Number Fund 640 Solid Waste $ 1,425,213 $ 1,546,946 $ - $ 1,748,097 $ 201,151 13% Total All Funds $ 1,425,213 $ 1,546,946 $ - $ 1,748,097 $ 201,151 13% City of Bozeman, Montana 160 City Manager's Recommended Budget FY06-07 SOLID WASTE COLLECTION FY07 BUDGET HIGHLIGHTS • Scheduled purchase to replace one side load refuse truck FY 07 ACCOMPLISHMENTS • Continue to increase residential and commercial refuse collection accounts. • Redesign residential collection routes to accommodate newly annexed and developed sub- divisions. • To upgrade commercial rear-load refuse containers to new front-load container system. • To promote the roll-off program City of Bozeman, Montana City Manager's Recommended Budget FY06-07 161 SOLID WASTE COLLECTION PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Budg- Projected eted Percentage of Collections Not Completed on Schedule <0.5% 0.1% 0.1% 0.1% .01% Percentage of Customers Reporting Missed Collections <0.5% 0.5% 0.5% 0.5% .05% Percentage of Customers Reporting Spillage by Collection Crews(Results of Survey) <2% 1% 1% 1% 1%Percentage of Customers Satisfied wit "Pay- as-you Throw"System(Results of Survey) 90% 95% 99% 99% 99% Percentage of Customers Reporting Overall Satisfaction with the Solid Waste Collection Service They Receive(Results of Survey 90% 98% 100% 100% 100% Percentage of Customers Participating in Local Recycling Programs. (Results of Survey) 50% 80% 82% 82% 90% Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Budg- Projected eted Production Ratios for Sanitation Employees Stops per Collection Employee(Target) Rear Load 850/Week 535 505 535 550 Automated(2 Trucks) 2,300/ (5,400) (6,077) (6,021) (6,382) Week Labor Ratios(Target) Rear Load 1,000lbs/ 1,750 1,726* 1,800 1,855 Automated hr 2,100 1,613** 2,100 2,226 1,550 lbs/ hr (labor hour) Missed Collections per 10,000 scheduled stops (Target)<5 valid Rear Load 5 2 2 2 2 Automated 5 2 3 2 2 Complaints per Year per 1,000 Accounts (Target),5 valid Rear Load 5 2 1 1 1 Automated 5 2 3 2 2 Performance Measurers reported on a calendar year *Decrease in rear load collection pickups per week is due to the conversion of one and two cubic yard containers to 300 and 450 gallon automated containers. **This drop in labor ratios has occurred because of the 58 mile round trip to the Logan landfill. City of Bozeman, Montana162 City Manager's Recommended Budget FY06-07 SOLID WASTE COLLECTION WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Budgeted Projected Garbage Collection Program Residential 5,551 5,800 6,160 6,450 Commercial 202 200 202 230 Total Number of Accounts 5,754 6,050 6,362 6,680 I Yearly Tonnage Collected I 8,499 I 9,000 I 10,394 I 11,500 I Number of Collection Vehicles I 3.69 I 4 I 5 I 6 City of Bozeman, Montana 163 City Manager's Recommended Budget FY06-07 SOLID WASTE DISPOSAL PROGRAM DESCRIPTION The solid waste disposal budget unit accounts for the costs of operating the city's sanitary landfill. The goal of the solid waste disposal division is to provide a safe, clean, and environ- mentally sound method of waste disposal and waste management to City Residents for house- hold waste. Alternatives to solid waste collection are reviewed on a yearly basis with emphasis being placed on increased recycling and composting. In September 2005, the City Commission elected to not construct a solid waste transfer sta- tion, and directed the landfill to accept only household waste from only City of Bozeman resi- dents, and to accept recyclable commodities from all Gallatin County residents. This program went into effect on October 16, 2005, and resulted in a substantial decrease in the waste stream and the resulting revenue. Because of this, Staff is recommending the landfill be opened once again to all Gallatin County residential and commercial users so the current cell can be filled as quickly and economically as possible, so the landfill operations can be permanently closed in FY07. The City of Bozeman offers a "Pay-As-You-Throw" garbage collection system, which estab- lishes a direct relationship between the amount a customer pays for solid waste collection and disposal and the amount thrown away. In other words, the more a person throws away, the more they pay. This system provides an incentive for customers to reduce and recycle more of their wastes. MAJOR OBJECTIVES • To dispose of all refuse in a clean and environmentally safe manner. • To comply with all state, federal, and local laws and regulations regarding the disposal of solid waste. • To operate the landfill accordingly in order to best meet the needs of Bozeman city resi- dents. • To pursue alternatives to waste disposal and encourage recycling & composting. • To help minimize the amount of solid waste disposed of in the landfill. • To join the Gallatin County Solid Waste District. • To fill the existing cell and close the landfill operation. • To pursue the development of the Mandeville Farm as an industrial park. City of Bozeman, Montana 164 City Manager's Recommended Budget FY06-07 SOLID WASTE DISPOSAL EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 7.66 7.66 7.66 Number Category 1000-1199 Salaries&Overtime $ 268,916 $ 268,933 $ - $ 202,290 $ (66,643) -25% 1200-1299 Benefits 110,941 102,686 - 84,394 (18,292) -18% 2000-7599 Operating 1,030,491 1,155,713 1,006,943 (148,770) -13% 8000-8999 Capital 486,513 4,258,902 1,100,000 (3,158,902) -74% 9000-9699 Debt Service 90,000 - - - 9900-9999 Transfers - - - - Total All Categories $ 1,986,861 $ 5,786,234 $ - $ 2,393,627 $ (3,392,607) -59% EXPENDITURES BY DIVISION Division Number Division Solid W Disp Opera- 5910 tions $ 1,614,814 $ 5,786,234 $ 1,293,627 $ (4,492,607) -78% 5920 Waste Oil 35,966 - - - 0% 5930 Landfill Construction 209,352 - 1,100,000 1,100,000 100% 5940 Recycling 126,729 - - - 0% Total All Divisions $ 1,986,861 $ 5,786,234 $ - $ 2,393,627 $ (3,392,607) -59% EXPENDITURES BY FUND Fund Number Fund 640 Solid Waste $ 1,986,861 $ 5,786,234 $ - $ 2,393,627 $ (3,392,607) -59% Total All Funds $ 1,986,861 $ 5,786,234 $ - $ 2,393,627 $ (3,392,607) -59% City of Bozeman, Montana 165 City Manager's Recommended Budget FY06-07 SOLID WASTE DISPOSAL FY 07 BUDGET HIGHLIGHTS • Given the current uncertainty about Solid Waste Disposal operations, no highlights are given at this time. FY 07 ANTICIPATED ACCOMPLISHMENTS • Given the current uncertainty about Solid Waste Disposal operations, no anticipated ac- complishments are given at this time. City of Bozeman, Montana 166 City Manager's Recommended Budget FY06-07 SOLID WASTE DISPOSAL PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Average Percentage of up Time for Landfill Equipment 98% 96.5% 97% 97% 95% Percent of days Environmental Standards are met 99% 99% 99% 99% 99% Percent of Material Recycled or Diverted Annu- ally 5% 15% 23%* 25% I 25% Percent of scheduled Random Load Inspec- tions Completed 95% 100% 97% 100% I 100% Percentage of Landfill Customers Participating in Local Recycling Programs(Results of Sur- vey) 50% 62% 84% 50% 1 50% ** Percentage of Customers Reporting Overall Satisfaction with Disposal Service (Results of Survey) 95% 98% 98% 98% 1 98% Percentage of Landfill Operators Certified (MOLO) 100% 50% 50% 100% 1 100% Operate&Maintain LF Gas Collection System with No Shut Downs 95% ( 98% 98% 98% I 98% Percentage of Time Meeting State Regulations For Storm Water,with No Permit Violations 100% 100% 100% 100% 1 100% Percentage of Time Meeting State Regulations For Leachate Pond with No Permit Violations 100% 100% 100% 1 100% 1 100% Percentage of Time Meeting Daily Cover Re- quirements with No Permit Violations 99% 100% 100% I 100% I 100% Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Average Customer Waiting Time at Scale house(in minutes)Target<3 min. 3 1 min 1 min 1-2 min 1-2 min Number of Valid Complaints Received From Customers(Target<5 per year) 5 1 1 3 I 3 Number of Incidents if Injury and Damage Re- quiring Repair or Replacement of Citizen Prop- ertyarget<1 yer.ear 2 1 I 0 0 I 0 Number of major Odor,Litter,Noise,or Appear- ance Complaints Received from Area Resi- dents/Neighbors(Target<5 per year) 5 1 1 1 3 I 3 Performance Measurers reported on a calendar year Increase partly due to restricted use of landfill 84%figure may be skewed because of restricted use of landfill City of Bozeman, Montana167 City Manager's Recommended Budget FY06-07 SOLID WASTE DISPOSAL WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Tonnage Disposed 65921 46598 5448* 25,200* Average Daily tons Processed 223 152 18 82 Tonnage of Compost Processed 4471 4283 5,000 5,500 Tonnage of White Goods Recycled 325 226 80 100 Number of Random Loads Inspected 88 128 45 45 Gallons of Waste Oil Disposed 14,353 12577 13,800 N/A** Tonnage of Other Commodities Recycled (glass bottles,&jars, aluminum&steel cans, cardboard, magazines&newspaper 5493 6120 6500 7000 Plastics) Number of Methane Extraction Wells moni- tored and Maintained for Flare Operation 20 20 20 20 Remaining Capacity of Landfill(Includes Class III Area) in Number of Years 1.5 1 2 1 *Projected numbers due to restricted use of landfill. FY07 projection based on opening landfill for all users. *The life of the landfill has been extended under the current restrictions *"Waste Oil will be moved to Street Division in FY07 • City of Bozeman, Montana168 City Manager's Recommended Budget FY06-07 SOLID WASTE RECYCLING MAJOR OBJECTIVES • To facilitate recycling of materials at the landfill facility and throughout the city and county by joining the Gallatin County Solid Waste District and stressing the importance of recy- cling to the District. • To help minimize the amount of solid waste going to the landfill for disposal. • To continue to support Headwaters Recycling Program. City of Bozeman, Montana170 City Manager's Recommended Budget FY06-07 SOLID WASTE RECYCLING EXPENDITURES-BY-CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ 173,212 $ 84,041 $ (89,171) -51% 1200-1299 Benefits - 74,592 34,000 (40,592) -54% 2000-7599 Operating - 129,831 167,605 37,774 29% 8000-8999 Capital - - 0% 9000-9699 Debt Service - - 0% 9900-9999 Transfers - - 0% Total All Categories $ - $ 377,635 $ - $ 285,646 $ (91,989) -24% EXPENDITURES BY DIVISION Division Number Division 5940 Recycling - 377,635 285,646 (91,989) -24% Total All Divisions $ - $ 377,635 $ - $ 285,646 $ (91,989) -24% EXPENDITURES BY FUND Fund Number Fund 640 Solid Waste $ - $ 377,635 $ - $ 285,646 $ (91,989) -24% Total All Funds $ - $ 377,635 $ - $ 285,646 $ (91,989) -24% City of Bozeman, Montana 171 City Manager's Recommended Budget FY06-07 SOLID WASTE RECYCLING FY07 BUDGET HIGHLIGHTS • Transfer of Waste Oil Attendant to Vehicle Maintenance Department City of Bozeman, Montana172 City Manager's Recommended Budget FY06-07 SOLID WASTE RECYCLING PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Percentage of Customers Satisfied with"Pay- as-you Throw"System(Results of Survey) 90% 98% 98% 98% 98% Percentage of Customers Reporting Overall Satisfaction with the Solid Waste Collection Service They Receive(Results of Survey) 90% 98% 98% 98% 98% Percentage of Customers Participating in Local Recycling Programs. (Results of Survey) 50% 82% 84% 85% 90% Efficiency Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budg- jected eted Production Ratios for Sanitation Employees Stops per Collection Employee(Target) Rear Load 280/Week 305 372 385 400 Labor Ratios(Target) Rear Load 500 lbs/hr 790 lbs/hr 932 lbs/hr 950 1,100 (labor hour) City of Bozeman, Montana 173 City Manager's Recommended Budget FY06-07 SOLID WASTE RECYCLING WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Budgeted Budgeted Recycling Collection Program Commercial/Recycling sites 367 372 385 400 Total Number of Accounts Yearly Tonnage Collected 1,233 I 1,453 I 1,500 I 1,600 Number of Collection Vehicles 1 I 1.5 I 2 I 2 Waste Oil Program 14,353 gal- 12,577 I 14,500 I N/A* lops gallons gallons Recycling Programs I I Number of Commodities Recycled by: (Start of FY 1998 Headwaters Cooperative Recycling Project (newspaper,aluminum, steel cans,& magazines, Plastics) 6 6 6 6 City of Bozeman Recycling (glass&card- board,) 2 2 2 2 Total Number of Tons of Recyclables Diverted from being Landfilled (City and Headwaters) 5,493 1 6,120 I 6,425 I 6,750 Total Numbers of tons of Compost Collected by the City I 272 I 277 I 305 I 350 Total Number of Tons of Compost Processed at Landfill I 4,471 I 4,283 I 5,000 I 5,500 *Workload indicators reported on a calendar year *Waste Oil Program will be under Streets Division in FY07 City of Bozeman, Montana City Manager's Recommended Budget FY06-07 174 VEHICLE MAINTENANCE PROGRAM DESCRIPTION The vehicle maintenance budget unit accounts for the costs of repairing and maintaining vehi- cles of city departments. The vehicle maintenance staff consists of three full-time mechanics that are responsible for keeping the city vehicles in proper working condition. The vehicle maintenance budget unit operates under an internal service fund. Charges are assessed against departments which have vehicles repaired. The receipts are deposited in the vehicle maintenance fund and used to support salary and operating costs. The goal of the vehicle maintenance division is to maintain vehicles and equipment in good running condition, which will enable department personnel to perform their daily assignments safer and without delay due to mechanical failure or breakdown. The division also emphasizes the importance of having a well-structured preventative maintenance program online for all equipment and vehicles. The Vehicle Maint. Dept. also administers the waste oil and used antifreeze program free of charge to the public. MAJOR OBJECTIVES • To maintain a sound preventive maintenance program for city vehicles. • To ensure those departmental requests to maintain city vehicles in good operating condi- tion are satisfied. • To maintain and utilize a sound vehicle management program including inventory, vehicle status and operating statistics, and replacement schedules. • To maintain accurate city vehicle maintenance records (service orders) in an efficient and easily accessible manner. • To manage and assist customers with the used waste oil and antifreeze station. City of Bozeman, Montana175 City Manager's Recommended Budget FY06-07 VEHICLE MAINTENANCE EXPENDITURES-ME-CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 2.50 3.50 4.00 Number Category 1000-1199 Salaries&Overtime $ 86,849 $ 142,516 $ 162,338 $ 19,822 14% 1200-1299 Benefits 38,124 62,066 76,400 14,334 23% 2000-7599 Operating 292,221 346,226 352,591 6,365 2% 8000-8999 Capital 956 12,200 13,000 800 100% 9000-9699 Debt Service - - - 9900-9999 Transfers - - - Total All Categories $ 418,150 $ 563,008 $ - $ 604,329 $ 41,321 7% EXPENDITURES BY DIVISION Division Number Division 6010 Veh Maint Operations $ 418,150 $ 563,008 $ - $ 604,329 $ 41,321 7% Total All Divisions $ 418,150 $ 563,008 $ - $ 604,329 $ 41,321 7% EXPENDITURES BY FUND Fund Number Fund 710 Vehicle Maintenance Shop$ 418,150 $ 563,008 $ - $ 604,329 $ 41,321 7% Total All Funds $ 418,150 $ 563,008 $ - $ 604,329 $ 41,321 7% City of Bozeman, Montana1 76 City Manager's Recommended Budget FY06-07 VEHICLE MAINTENANCE FY 06 BUDGET HIGHLIGHTS • Maintained high quality of repairs and keep comebacks at less than 1%. FY 07 ANTICIPATED ACCOMPLISHMENTS • Repair and maintain City's fleet of over 400 vehicles and equipment. • Dispose of over 13,000 gallons of used motor oil from residents. • Dispose of over 300 gallons of used antifreeze from residents. • Utilize preventative maintenance program for servicing vehicles. • Continue to burn our waste oil in our furnace, reducing heating costs. City of Bozeman,Montana 177 City Manager's Recommended Budget FY06-07 VEHICLE MAINTENANCE WORKLOAD INDICATORS • WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted City Fleet—Number of Vehicles &Equipment (approximate) 295 390 436 450 Work Orders Processed 1275 1068 1381 1500 Service Jobs (Oil Changes,etc.) 600 600 600 700 Major Engine Overhauls 5 5 5 5 Transmission/Rear-end Repairs 7 7 7 8 Other Major Equipment Repairs 20 20 20 25 Gallons of Used Antifreeze Disposed N/A 573 337 400 Gallons of Oil Disposed 15589 13082 13902 13422 *A majority of the major equipment repairs are being contracted out to be able to complete more of the preventive maintenance schedules. **Waste oil collections will be higher in years with a Household Hazardous Waste City of Bozeman, Montana179 City Manager's Recommended Budget FY06-07 CEMETERY PROGRAM DESCRIPTION The cemetery budget unit accounts for the costs of operating and maintaining the city's ceme- tery, which includes 65 developed acres, and 75 undeveloped acres. The cemetery division includes a foreman, two maintenance workers, and seasonal employ- ees. The superintendent of facilities and lands oversees the division. Employees are respon- sible for burials, cemetery development and maintenance. Sunset Hills Cemetery Mission Statement 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 the provision of ongoing services & perpetual care essential to maintain the cemetery grounds in a manner that is highly regarded by surviving family mem- bers and the citizens of Bozeman. City of Bozeman, Montana 181 City Manager's Recommended Budget FY06-07 CEMETERY MAJOR OBJECTIVES Administrative • Develop, submit, and administer cemetery budgets in a timely manner. • Maintain computer technology to improve/enhance intra-departmental communication(s). • Create new cemetery blocks and open lots up for sale as demand dictates. • Inform the community through publications, press releases, and advertisements of current policies, procedures, and practices of the Sunset Hills Cemetery. • Continue safety training programs, professional development, and pro-active customer ser- vice. • Carry out the Mission and Vision statements of the City of Bozeman. Facilities and Grounds Maintenance • Surviving family, user, taxpayer and city commission satisfaction with the use, care, and overall 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 reg- istration system. • Continue to provide experienced and professional staff to perform essential burial func- tions. • 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 inter- ment of human remains. City of Bozeman, Montana182 City Manager's Recommended Budget FY06-07 CEMETERY EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 5.25 5.25 5.25 Number Category 1000-1199 Salaries&Overtime $ 183,124 $ 162,272 $ 188,364 $ 26,092 7% 1200-1299 Benefits 61,636 57,067 62,651 5,584 5% 2000-7599 Operating 84,662 131,962 114,835 (17,127) -13% 8000-8999 Capital 10,916 42,000 27,000 (15,000) -36% 9000-9699 Debt Service - - 9900-9999 Transfers 10,802 6,000 16,000 10,000 167% Total All Categories $ 351,140 $ 399,301 $ - $ 408,850 $ 9,549 2% EXPENDITURES BY DIVISION Division Number Division 7210 Cemetery Operations $ 351,140 $ 399,301 $ - $ 408,850 $ 9,549 2% Total All Divisions $ 351,140 $ 399,301 $ - $ 408,850 $ 9,549 2% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 340,338 $ 391,701 $ - $ 391,250 $ (451) 0% 103 Health-Medical lnsur* - - - 105 P.E.R.S.Fund* - - - 800 Cemetery Perpetual Care 10,802 6,000 16,000 10,000 167% 135 Cemetery Dept Sp Rev - 1,600 1,600 - 0% 900 General Fixed Asset Group - - - Total All Funds $ 351,140 $ 399,301 $ - $ 408,850 $ 9,549 2% City of Bozeman, Montana City Manager's Recommended Budget FY06-07 183 CEMETERY FY07 BUDGET HIGHLIGHTS • Cemetery Software (share with Finance Department) - $15,000 • Mower Replacement- $16,000 City of Bozeman, Montana City Manager's Recommended Budget FY06-07 184 PARKS PROGRAM DESCRIPTION The parks and playground budget unit accounts for the costs of operating, developing and maintaining city parks and other city property. Section 7-16-4103 MCA authorizes the city to establish parks and playgrounds and provides for methods of financing the improvements. The Parks Department develops, maintains, and cares for park buildings and restrooms, play- ground equipment, picnic facilities, sports fields, trail system, natural areas, skating rinks, ten- nis courts, swimming/boating ponds and other related equipment and facilities. The Parks Department along with the Street Department are responsible for snow removal on all public sidewalks adjoining parks and street rights-of-way designated as the City's responsi- bility. MAJOR OBJECTIVES • To maintain the city's parks in a condition of which the city would be proud. • To participate in the implementation of the master plans for parks approved in 1992. • To acquire and develop new parks and continue to keep pace with the growth of Bozeman by providing an adequate number of sports fields. • To continue adding, upgrading, and maintaining safe, quality sports fields and playground equipment to the city's parks. • To provide expanded maintenance to restrooms, litter control, pet waste disposal, turf care, and playground equipment. • To improve, maintain and expand the trail system. • To oversee and coordinate volunteer, grant funded and neighborhood park improvement projects. • To assist other Divisions in the City of Bozeman as needed or as directed. City of Bozeman,Montana187 City Manager's Recommended Budget FY06-07 PARKS EXPENDIT FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 11.95 11.95 12.95 Number Category 1000-1199 Salaries&Overtime $ 357,158 $ 387,181 $ - $ 426,570 $ 39,389 10% 1200-1299 Benefits 123,343 121,081 127,998 6,917 6% 2000-7599 Operating 369,767 462,055 476,235 14,180 3% 8000-8999 Capital 202,469 170,000 195,000 25,000 9000-9699 Debt Service - - - 100% 9900-9999 Transfers 100,000 100,000 150,000 50,000 50% Total All Categories $ 1,152,737 $ 1,240,317 $ - $ 1,375,803 $ 135,486 11% EXPENDITURES BY DIVISION Division Number Division 7610 Parks Operations $ 1,152,737 $ 1,240,317 $ - $ 1,375,803 $ 135,486 11% Total All Divisions $ 1,152,737 $ 1,240,317 $ - $ 1,375,803 $ 135,486 11% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 991,089 $ 1,096,317 $ - $ 1,181,803 $ 85,486 8% 103 Health-Medical lnsur* - - - 105 P.E.R.S.Fund* - - - Fish Wildlife And Park Man- 128 agement Areas 3,711 17,000 17,000 - 0% Park Department Special 136 Revenue 3,815 27,000 27,000 - 0% 134 Amateur Hockey Projects - - - 108 Community Transportation 3,035 - - - 112 - - - 185 Insurance Proceeds - - - 123 Beall Park Art Center - - - 184 Parks Master Plan Dev 151,087 100,000 150,000 50,000 Total All Funds $ 1,152,737 $ 1,240,317 $ - $ 1,375,803 $ 135,486 11% City of Bozeman, Montana188 City Manager's Recommended Budget FY06-07 PARKS BUDGET HIGHLIGHTS • Rose Park Improvement for Disc Golf Programs—$25,000 • BMX Park Improvements—$25,000 • ADA Restroom Upgrades—$20,000 • Additional Parks City Service Worker-1 FTE City of Bozeman, Montana189 City Manager's Recommended Budget FY06-07 PARKS PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Mowing(Increase due to good help) Core Parks 1 X wk 85% 85% 85% 75% Sports Fields 2 X wk 85% 85% 60% 60% Natural Parks 2 X Yr 60% 60% 60% 60% Fertilization(wet, windy spring hindered apps) Core Parks 3 X Yr 40% 40% Sports Fields 4 X Yr 60% 60% ° 40% 10% Neighborhood Parks 2 X Yr 10% 40/° 50% 40% 5% 0% Irrigation—Activate all systems May 15 (Well down,bad valves, eta) All Parks 75% 75% I 75% 60% Irrigation—Winterize all systems Oct 31 75% 100% I 80% 80% (/<eeJp9 fQr user_croup andearly snow) All Parks I I Leaf Mulchk Pickup(Good weather and help) All Parks 60% 60% I 65% 65% Playground Inspection(Workload increase,lost 1 X wk 50% 8% 1 35% 35% 2 people 3 days a week,garbage and rest- rooms) Playground Repairs Same Day 75% 75% I 75% I 75% I Trails Inspections (Good help) 2 X mo. 40% 40% 35% 30% Maintenance(Added trail projects,lack of 2 X yr 40% 40% 40% 40% eguip) Weed Control(Wet, windy spring hindered apps) 3 X yr 80% 50% 40% 40% Round-up 2 X yr 75% 50% 40% 30% Broadleaf 2 X yr 80% 40% 40% 30% Noxious Weed eating (Breakdowns,workload) Bi-Weekly 45% I 35% I 30% 30% Garbage Collection(Good help) 7 Days per wk 90% 85% I 85% 85% Police All Grounds(Workload,lack of help) 5 Days per wk 20% 10% 1 15% 15% Building Maint/Repairs(Workload,lack of Same Day 50% 45% 45% 40% I help) Restrooms/Clean&Maintain(Lack of help) 7 Days per 60% 50% I 50% 50% I wk Response to Complaints Within 2 90% 90% I 80% 90% I daSidewalk Plowing(Intermittent breakdowns) 50%Complete0% 80% 80% I walks loam , I City of Bozeman, Montana190 City Manager's Recommended Budget FY06-07 PARKS WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Park Reservations per year 330 340 360 475 Formal Turf Acres 250 258 265 270 Natural Parkland Acres 118 I 110 115 125 Miles of Trails 25 45 50 55 Number of Park Fund Grant Projects 20 27 32 37 Number of User Agreements 14 14 14 16 Number of Volunteer Projects 12 12 16 20 Miles of Sidewalks to Plow 8 8 8 10 Number of Buildings to Maintain 18 ( 18 20 21 Number of Playgrounds 16 19 20 22 Number of Ice Rinks I 4 I 3 II 4 5 Weed Spraying—Acres 145 150 160 200 Garbage Collection/Number of Cans 125 ( 130 132 135 Dog Sanitation Stations I 11 I 37 I 40 45 I City of Bozeman, Montana191 City Manager's Recommended Budget FY06-07 FORESTRY PROGRAM DESCRIPTION The tree maintenance district budget unit accounts for the costs of maintaining the city's trees. The tree maintenance district is financed by a special assessment on all properties within the City of Bozeman. The use of the funds generated by the assessment is limited to maintaining existing trees on city-owned properties, the planting of new trees on city-owned properties within the city limits and maintenance of the City's Tree Inventory. The tree maintenance district is accounted for in a special revenue fund. Any revenues col- lected and not expended will remain in the tree maintenance district fund and will be available for appropriation in a subsequent year. MAJOR OBJECTIVES • To provide systematic pruning and protection for Bozeman's public trees. • To remove or correct all hazardous tree conditions. • To identify and correct sight distance, traffic sign, and sidewalk clearance problems related to trees and hedges. • To detect, identify, and eradicate harmful tree insects and disease. • To establish and perpetuate master tree plans for all public areas. • To implement the arboricultural specifications manual. • To maintain a city-wide tree inventory. • To pursue state and federal grants for forestry related activities. • To implement the city street tree ordinance. • To coordinate the city's cost share tree and other planting program. • To provide educational materials to the public on the care and maintenance of trees and the benefits of a healthy urban forest. • To assist other Divisions in the City of Bozeman when called on or as needed. • To continue to promote Arbor Day activities and Tree City USA certification • Continue International Society of Arboriculture certification and staff education. City of Bozeman, Montana9 92 City Manager's Recommended Budget FY06-07 FORESTRY EXPENDITURES-BY-CATEGORY FY06 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 3.60 3.60 4.60 Number Category 1000-1199 Salaries&Overtime $ 154,506 $ 147,313 $ - $ 163,375 $ 16,062 11% 1200-1299 Benefits 55,879 63,535 - 68,225 4,690 7% 2000-7599 Operating 46,881 96,892 73,671 (23,221) -24% 8000-8999 Capital 35,558 28,000 126,000 98,000 350% 9000-9699 Debt Service - - - 9900-9999 Transfers - - - Total All Categories $ 292,824 $ 335,740 $ - $ 431,271 $ 95,531 28% EXPENDITURES BY DIVISION Division Number Division 7710 Tree Maintenance $ 292,824 $ 335,740 $ - $ 431,271 $ 95,531 28% Total All Divisions $ 292,824 $ 335,740 $ - $ 431,271 $ 95,531 28% EXPENDITURES BY FUND Fund Number Fund 112 Tree Maintenance $ 292,824 $ 335,740 $ - $ 431,271 $ 95,531 28% 179 Disaster Relief Fund - - - 185 Insurance Proceeds - - - General Fixed Asset 900 Group - - - Total All Funds $ 292,824 $ 335,740 $ - $ 431,271 $ 95,531 28% City of Bozeman, Montana193 City Manager's Recommended Budget FY06-07 FORESTRY FY07 BUDGET HIGHLIGHTS • Bucket Truck - $120,000 • Additional City Service Worker-1.0 FTE FY 07 ANTICIPATED ACCOMPLISHMENTS • Continued cyclical pruning of boulevard, park and cemetery trees • Continued trimming for sidewalk clearance, traffic signs, sight triangles and construction projects • Continue the annual Cost-Share program to promote diverse and healthy tree population • 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 for- est • Increased effectiveness of the Planting Permit process with Planning and Building Depart- ments • Integrate GPS technology into the city's Tree Inventory Program • Continue Arbor Day activities and Tree City USA accreditation • Work injury free City of Bozeman,Montana194 City Manager's Recommended Budget FY06-07 FORESTRY PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Pro- Budgeted jected Response to citizen requests within two days Assessed and Prioritized. 100% 95% 90% 95% 95% Response to Emergency Call Outs—on site within an hour 100% 100% 100% I 100% I 100% Response to Damage—within a day Assessed and Prioritized 100% 90% 95% I 95% I 95% Survey for hazardous tree situations Bimonthly 95% 95% I 100% I 100% Maintain and update tree inventory Bimonthly 50% 0% I 50% I 60% WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Trees Trimmed 737 885 707 570 Trees Removed 22 26 25 10 I Trees Planted-Total 70 72 68 75 I Emergency Storm Damage Tons 10 10 I 10 10 Christmas Trees—Tons Chipped and Composted 40 45 30 40 Trees Planted Cost Share 60 64 62 65 MPC Nursery Tree Spade, Arbor Day, misc 10 4 6 10 Sidewalk, sight triangle, or street sign en- croachments addressed 250 250 ( 250 100 I Planting Permits 75 212 200 Storm Damage Trimmed 50 74 47 50 Construction Damage 25 25 25 25 I Vandalism 20 20 6 20 Service Requests 260 280 290 275 Trees Inventoried 2000 2000 0 3000 I City of Bozeman,Montana195 City Manager's Recommended Budget FY06-07 LIBRARY PROGRAM DESCRIPTION The library budget unit accounts for the costs associated with operating and maintaining the city's public library. Library Mission Statement The Bozeman Public Library provides the community with free, open and equal access to gen- eral 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. City of Bozeman, Montana196 City Manager's Recommended Budget FY06-07 LIBRARY MAJOR OBJECTIVES • To provide effective and efficient management of the Bozeman Public Library. • To provide a dynamic collection of library materials in all formats to meet the informational, educational, and recreational needs of all residents of the library's service area. • To provide programming that will encourage use of the library and foster a life-long interest in reading and learning. • To provide courteous, accurate and timely check-out, check-in, and re-shelving of library materials. • To ensure that new materials are ordered, cataloged, processed, and made available for public use in an accurate and timely manner. • To 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. • To publicize library services and programs through a coordinated marketing plan. City of Bozeman, Montana197 City Manager's Recommended Budget FY06-07 LIBRARY EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 19.66 19.66 19.66 Number Category 1000-1199 Salaries&Overtime $ 619,087 $ 613,972 $ - $ 663,009 $ 49,037 8% 1200-1299 Benefits 227,775 225,784 - 240,259 14,475 6% 2000-7599 Operating 359,964 341,679 - 280,350 (61,329) -18% 8000-8999 Capital 1,650,767 9,030,000 - 1,933,650 (7,096,350) -79% 9000-9699 Debt Service - 75,000 75,000 9900-9999 Transfers - 3,100,000 3,100,000 100% Total All Categories $ 2,857,593 $10,211,435 $ - $ 6,292,268 $ (3,919,167) -38% EXPENDITURES BY DIVISION Division Number Division 7810 Library Operations $ 466,801 $ 451,736 $ - $ 478,486 $ 26,750 6% 7820 Technical Services 167,368 177,456 - 183,438 5,982 3% . 7830 Information Services 174,378 150,381 - 175,971 25,590 17% 7840 Children's Services 128,944 116,948 - 115,714 (1,234) -1% 7850 Circulation Services 265,769 284,914 - 305,009 20,095 7% 7899 Library Construction 1,654,333 9,030,000 5,033,650 (3,996,350) -44% Total All Divisions $ 2,857,593 $ 10,211,435 $ - $ 6,292,268 $ (3,919,167) -38% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 1,197,514 $ 1,156,435 $ - $ 1,233,618 $ 77,183 7% 103 Health-Medical lnsur* - - - 105 P,E.R.S. Fund* - - - Library Department 137 Special Revenue 5,746 25,000 25,000 - 0% 542 Library Construction 1,654,333 9,030,000 5,033,650 (3,996,350) Total All Funds $ 2,857,593 $ 10,211,435 $ - $ 6,292,268 $ (3,919,167) -38% City of Bozeman, Montana198 City Manager's Recommended Budget FY06-07 LIBRARY FY07 ANTICIPATED ACCOMPLISHMENTS • Construction of the new 53,000 square foot Library will be completed this fall. The move will be coordinated in such a way as to have the least down time for patrons. • The library collection will be weeded before the move is made. • The Art Committee will commission and install art pieces before fall. • The Friends will work with a vendor to have its coffee shop/book shop finished by fall. • A Ceremonial Book Brigade will celebrate the move from the old to new building. A moving company would be hired to transport books and items to the new facility. • Grand Opening festivities will be held after the move is completed and everything is in place. Appropriate festivities will accompany the celebratory experience. • The Foundation will conclude its successful$5,850,000 capital campaign with all rooms named for donors and corporate donors listed on the Montana Room plaque. • The present Library building will be put on the market and sold in order to benefit the Library project. • The federal highway earmark will be expended to benefit the plaza,parking lot, and trail system first and then build Peet's Hill parking lot and purchase Story Distributing prop- erty,which will be remediated and used for egress purposes. • The Library will work to raise the additional money needed to pay off the bridge loan to the City. Additional federal funds and grant funds will be requested. • The Library and City will work with concerned residents about the sale of Library land. • Current staff assignments will be evaluated with tasks and staff schedules re-assigned to best serve the public in the new Library. More volunteers will be recruited for assis- tance. • New equipment such as public computers and LCD projectors will be purchased to fur- nish computer labs and meeting rooms. • Use of radio frequency identification(RFID)will be planned and implemented as a cost-effective solution to materials circulation and management of the collection. • Cooperation will continue with other Montana librarians to improve quality and access to the Montana Shared Catalog. • County libraries will explore a countywide card and more frequent courier system. • New viewing and audio equipment for in-library use,as well as a motion picture um- brella license,will be purchased so DVDs and videos can be shown in the Library. • The current method of gathering and reporting statistics will be reviewed and revised in order to make them more meaningful. • The new logo will be incorporated into printed materials such as tour brochures,and a new look will be developed for the newsletter,annual report, and other materials. • The Library web site, including reorganization of the Information Resources screen,will be updated in order to interface with the City's web site. • Adult programs,including"Looking At:Jazz,America's Art Form"series,will be planned for the new community room. A piano will be donated by a generous patron. • A Library history written by local historian Phyllis Smith will be publicized and distrib- uted. • The new Montana Room will have a photo archive and reorganized vertical files. • Adult and children's programming will be expanded and coordinated. City of Bozeman, Montana199 City Manager's Recommended Budget FY06-07 LIBRARY PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY07 (workload per capita—based on 47,805 service popula- Actual Actual Projected Budgeted lion) Circulation of Materials 9.9 10.29 10.35 10.8 11.56 Registered Borrowers—as a percent of 50% 47% 46% 48% 51% total service population Total volumes 2.38 I 2.08 2.21 2.38 2.55 Reference transactions 1 I 1.86 1.86 1.95 2.09 Interlibrary loan transactions I .1 I .08 .08 .08 .10 Children's program attendance 30% I 26% 26% 26% 27% Efficiency Measurers Standard FY 04 FY 05 FY 06 FY07 (workload/FTE—based on 19.66 FTE) Actual Actual Projected Budgeted Circulation of Materials 20,000 25,032 25,177 26,269 28,108 Registered Borrowers I 1,000 1,136 1,114 1,162 I 1,243 Total volumes I 4,000 5,065 5,372 I 5,783 6,195 Reference transactions I 2,000 4,298 I 4,539 I 4,744 5,077 I Interlibrary loan transactions I 200 201 I 204 I 218 I 233 Children's program attendance I 650 639 I 640 I 621 652 City of Bozeman, Montana 200 City Manager's Recommended Budget FY06-07 LIBRARY WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY07 Actual Actual Projected Budgeted Library Materials Circulated 494,133 5494988 516,456 552,608 Children's Programs Provided 418 368 351 1 358 Attendance at Children's Programs 12,567 12,585 12,207 12,817 Reference Questions Answered 84,498 89,234 93,276 99,805 Interlibrary Loan Transactions 3,946 4,004 4,285 4,585 Registered Borrowers 22,325 21,894 22,844 24,443 New Library Materials Cataloged 10,375 10,891 10,350 12,500 Materials Reserved 18,474 9,670 6,655 6,788 Materials Renewed ( 64,715 54,001 45,850 ( 46,767 City of Bozeman, Montana 201 City Manager's Recommended Budget FY06-07 RECREATION PROGRAM DESCRIPTION Recreation Administration The City of Bozeman Recreation Department provides recreation opportunities for the entire community. In addition, the Department assists the Recreation and Parks Advisory Board and other recreation groups in anticipating recreation demands and providing services that the City cannot do on their own. The department provides additional opportunities for the citizens through its operation of the Lindley Center. Recreation Programs The Recreation Department offers summer programs, which teach children skills as well as healthy habits. The Department offers preschool age programs year-round, programs for ele- mentary age children when they are out of school, Letters/Phone calls from Santa, Snowfest, the Easter Egg Hunt and backpacking opportunities. The Department also has activities for seniors. Swim Center The Swim Center is the City's 50 meter indoor aquatic facility. Safety, fitness, and recreational programs are offered year round at affordable rates. The Swim Lesson Program ensures the health and well-being of individual city residents and larger school groups by providing swim technique training and instruction in basic water safety. The program also contributes to life- long fitness and health by introducing patrons to the many opportunities available. The Fitness program provides encouragement and opportunity to individuals of all ages in programs such as water aerobics, water jogging, and lap swimming. The Aquatics Recreation program helps fight childhood obesity by encouraging families to actively recreate together and by offering diversions such as a hot tub, water slide, diving board, pool toys, inflatable obstacle courses, dive-in movies, inner-tubes and Family Night Specials. The Professional Water Safety pro- gram trains local and area lifeguards, swim instructors, and professional rescuers, thus pro- moting and sharing the basics of water safety with the entire community. The Swim Center serves as a rental facility for user groups such as the State Champion High School Swim Team, the Bozeman Barracudas age-group Swim Team, the Bozeman Stingrays Synchronized Swim Team, the Bozeman Masters Swim Team, SCUBA, kayak groups, scouts, and military groups. Bogert Pool Bogert Pool was built in 1939, and after 67 years is still a family tradition. This great facility is staffed with professional and fun lifeguards who provide a wide variety of aquatic activi- ties. Bogert Pool features a 26' triple-tube water slide that offers three levels of excite- ment. This slide is located on the south sunning and observation deck. The pool also features a slide for elementary age children and "Delaware the duck" slide for preschool age chil- dren. Bogert Pool offers one of the best learn-to-swim programs for youth ages 3 months to 15 years in the country. We guarantee children age 7 and up will be able to swim 5 yards on their front and back after the first set of lessons or lessons are free until they can do so. The pool offers lap swimming, swim team workouts, water aerobics, and recreation swimming for all ages. Special Events such as the Goldfish swim, Family Pizza Nights, Moonlight and Midnight Swims, and the Dog Swim make Bogert a desired and affordable venue for family recreation. City of Bozeman, Montana202 City Manager's Recommended Budget FY06-07 RECREATION MAJOR OBJECTIVES Recreation Administration and Programs • To improve conditions in our community by offering recreation opportunities that en- hance the quality of life. • Through our recreation programs enhance individual respect and acceptance of people of different ages, abilities, income levels, races, religions, cultures and beliefs. • To offer opportunities for fun, family involvement, excitement, challenges and life long learning. • To provide opportunities that will promote health, well-being, and that will assist in the reduction of stress. • To provide recreation activities that are essential to the development of our youth. Our recreation programs offer opportunities for youth to build self-esteem, self-reliance, and positive self-images, resiliency factors, lifetime skills, leadership and reduce negative social activity. • To provide economic benefits to the city by generating revenue for the general fund, the business community and by reducing community healthcare costs. • To train a productive, efficient and effective workforce. Aauatics: Swim Center and Bogert Pool "For all your fun and fitness needs." • To provide a safe, clean and user-friendly facility. • To provide affordable recreational and fitness opportunities for families to interact in an aquatics environment. • To provide children affordable opportunities for supervised, safe play during non-school hours. • To offer individuals, especially seniors, the opportunity to improve and or maintain their physical health and provide social opportunities so they may prolong independent living in addition to living longer. • To train the community, ages 3 months and older, in current swimming technique and how to be safe in and around the water. • To schedule the aquatic facilities at an affordable rate for groups; i.e. swims teams, synchronized swim team, SCUBA, kayak, and others. • To offer a setting for individuals to have a sense of accomplishment, be creative, and improve their psychological well-being. • To provide aquatic recreation opportunities for teenagers so as to reduce negative so- cial activity. • To offer leadership, social and work skills for teenagers, i.e. Junior Leader, Junior Guard and lifeguard programs. City of Bozeman, Montana203 City Manager's Recommended Budget FY06-07 RECREATION FY07 BUDGET HIGHLIGHTS • Renovate Beall Park Recreation Center. • Tile Bogert Pool locker room & lobby floors. • Replace hot tub chemical controller at Swim Center. • Repair Swim Center filter room ceiling & lighting. FY 07 ANTICIPATED ACCOMPLISHMENTS • Maintain 98% customer satisfaction rating of participants in programs, with over 1,500 program evaluation forms. • Secure land for a new family aquatic center. • Re-certify all lifeguards with revised American Red Cross Lifeguarding and CPR course. • Continue to keep the Swim Center looking like new through upgrades to deck tile, west doors, ceiling, lighting and hot tub chlorinator. • Build and strengthen connections with community groups. • Increase recreational program offerings. • Develop & implement a department marketing plan so as to increase revenue. • Renovate the Beall Park Recreation Center so it can be used as a Recreation Center by the citizens of Bozeman. City of Bozeman, Montana204 City Manager's Recommended Budget FY06-07 RECREATION EXPENDITURES--BY-CATEGORY FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 14.65 14.65 14.65 Number Category 1000-1199 Salaries&Overtime $ 429,153 $ 432,740 $ - $ 659,633 $ 226,893 52% 1200-1299 Benefits 121,053 147,373 - 171,590 24,217 16% 2000-7599 Operating 276,130 357,775 426,000 68,225 19% 8000-8999 Capital 23,018 - - - 9000-9699 Debt Service - - - - 9900-9999 Transfers - - - - Total All Categories $ 849,354 $ 937,888 $ - $ 1,257,223 $ 319,335 34% EXPENDITURES BY DIVISION Division Number Division 8010 Recreation Operations $ 216,574 $ 217,345 $ - $ 720,461 $ 503,116 231% 8020 Swim Center 469,257 521,277 225,283 (295,994) -57% 8030 Bogert Pool 154,538 153,416 221,349 67,933 44% 8040 Lindley&Beall Centers 8,985 31,230 73,750 42,520 136% 8050 Recreation Programs - 14,620 16,380 1,760 100% Total All Divisions $ 849,354 $ 937,888 $ - $ 1,257,223 $ 319,335 34% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 849,354 $ 910,888 $ - $ 1,230,223 $ 319,335 35% 103 Health-Medical lnsur* - - - 105 P.E.R.S.Fund* - - 133 Recreation Dept Sp R. - 27,000 27,000 - 0% General Fixed Asset 900 Group Total All Funds $ 849,354 $ 937,888 $ - $ 1,257,223 $ 319,335 34% City of Bozeman, Montana 205 City Manager's Recommended Budget FY06-07 RECREATION PERFORMANCE MEASURES Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted The Recreation Department improves conditions in our community by offering over 100 recreation 100% 100% 100% 100% 100% opportunities that enhance the quality of life. Citizens will have opportunities to engage on a daily basis in activities that will promote health 100% 100% 100% 100% 100% I and well being. Youth will be offered recreation activities that are essential to their development. f 100% 100% 100% 100% 100% I Economic benefits will be provided to the city by generating funds,and by reducing community 100% 100% 100% 100% 100% I health care costs. Total revenue generated TBD $403,479 $457,907 $447,000 $458,000 Revenue increase from previous year None I 20% 14% Citizens will be assured an open and accessible Recreation Derrtment. 100% 100% '100% 100% 100% Customer satisction(National Standard). We 75% 99% 99% 98% 96% measure patron's satisfaction of each program through an evaluation. Percents are based upon total number of customers satisfied with the various programs Safety Prevention of life threatenipq Accidents 100% 100% 100% 100% 100% Citizens will be supported in their recreation interests by receiving information&supportive 100% 100% 100% 100% 100% I assistance Citizens will receive personal benefits,social benefits,economic benefits&environmental TBD 100% 100% 100% 100% benefits thj9tIgh re¢rea Ilon progr ms Percent of lifeguards with current certifications in 75% 100% 100% 100% 100% Lifeguarding,CPR for the Professional Rescuer, First Aid,Water Safety Instructor,Automated External Defibrillation Lifeguards will be trained to per- 10/20 100% 100% 100% 100% Rule form at the industries' standard of care Specific criteria and measurements available from the Recreation Department office. City of Bozeman, Montana206 City Manager's Recommended Budget FY06-07 RECREATION WORKLOAD INDICATORS WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Actual Actual Projected Budgeted Recreation Programs Youth Special Events Attendees 1,755 2,456 2,500 2,800 Youth Recreation Classes Attendees 1,699 1,998 2,000 2,000 Tee Ball Youth 325 301 315 330 Tee Ball Coaches 70 72 70 70 I Preschool Recreation Attendees 138 92 50 100 Free Summer Park Program Attendees 115 201 150 150 Senior Special Events 120 131 120 120 I Lindley P C Rentals Public/In-House(City 206/154 205/143 214/109 212/120 Rec) #Summer Recreation Classes for Youth 168 I 172 175 180 Swim Center I I I Total Attendance 105,547 104,588 104,368 I 105,000 General Admission Swimmers 54,257 57,406 56,456 57,000 Swim Teams/Scuba/Kayak/Private Kayak 12,422 13,116 I 13,600 14,000 City Lessons 4,366 4,707 5,050 5,000 Bozeman School District Lessons 24,686 28,838 28,374 28,500 Rural School Lessons 2,948 2,089 1,991 2,200 Birthday Parties 2,577 2,631 2,354 2,400 Water Aerobics 11,858 10,423 10,058 10,500 Groups 4,291 3,392 3,115 3,200 Open Boating 1,216 889 904 1,000 Bogert Pool I I I Total Swimmers 43,877 43,636 44,518 45,000 Swim Teams/Masters/Groups I 817 I 472 337 ( 400 Swimming Lessons 12,245 I 11,517 13,120 13,500 Jr. Leaders Trained I 80 II 80 90 90 Water Aerobics I 245 I 247 306 350 City of Bozeman, Montana 207 City Manager's Recommended Budget FY06-07 COMMUNITY DEVELOPMENT PROGRAM DESCRIPTION Tax Increment Financing: In 1995, the City created the Downtown Improvement District, which accounts for the costs of the Downtown Improvement District Board and its activities. It is anticipated that the district will issue bonds for the construction of the Downtown Parking Garage this year. In December 2005, the City created the Northeast Urban Renewal District that will pursue tax increment financing for improvements in the district. FY07 will be the first year of the incre- ment. American's with Disabilities: The Americans with Disabilities Act (ADA) was signed into law on July 26, 1990. The act pro- vides comprehensive civil rights protection for people with disabilities. The law prohibits cov- ered entities, including the City of Bozeman, from excluding people from jobs, services, activi- ties or benefits based on disability. Structures: The city completed a self assessment evaluation of all programs and services for accessibility. These self assessments were supplemented by an inventory of all city owned facilities pursu- ant to an Adaptive Environments Center and Barrier Free Environments checklist, which strictly follows Americans with Disabilities Act Accessibility Guidelines. Remedial actions range from simply relocating activities to reconstructing certain facilities to assure compliance. The prob- lems are being approached on a priority basis as follows: PRIORITY 1: PROVISION OF AN ACCESSIBLE ENTRANCE PRIORITY 2: PROVISION OF ACCESS TO GOODS AND SERVICES PRIORITY 3: USABILITY OF REST ROOMS PRIORITY 4: ADDITIONAL ACCESS PROVISION Economic Development Revolving Loan Fund: The Economic Development Revolving Loan Fund division accounts for the costs of admini- stration and use of program income received from the pay back of various Economic Develop- ment Community Block Grant awards. Housing Revolving Loan Fund: The revolving loan fund budget unit accounts for the costs of administration and use of pro- gram income received from the 1984 Community Development Block Grant Program. Community Development: This program element includes administrative oversight of CDBG contracts; preparation of ap- plications for TEA-21 funding, and administration of TEA-21 contracts; coordination of inter- neighborhood council activities; and administration of other grant programs and special activi- ties as outlined in the Community Development section of this document (found under Public Welfare), and as directed by the Commission and City Manager. City of Bozeman, Montana208 City Manager's Recommended Budget FY06-07 COMMUNITY DEVELOPMENT MAJOR OBJECTIVES Tax Increment Financing: • To strengthen downtown's economic vitality. • To recognize that community partnership is fundamental to downtown's success. • To improve the safety, security and health of the district. • To improve downtown's accessibility. • To facilitate the diversity of downtown. • To weigh the cost of projects against their benefits. • To make the downtown more user friendly. • To continuously improve the image of downtown. • To nurture and expand downtown cultural activities. American's with Disabilities: • To comply with the Americans with Disabilities Act with respect to structures, programs, access to goods and services, and other provisions of the act. Economic Development Revolving Loan Fund: • To receive, process, and administer loans in compliance with established guidelines. • To work closely with the Gallatin Development Corporation, Capital Opportunities, and lending institutions to keep businesses advised of the eligibility requirements and the availability of funds. • To assist the Loan Review Committee in reviewing applications and selecting recipients of loans. • To continually upgrade guidelines as the need occurs. Housing Revolving Loan Fund: • To recruit eligible property owners for participation in the housing program. • To assist the Community Affordable Housing Advisory Board in the selection of proposals. • To prepare work write-ups, bids, and cost estimates and work closely with local contractors. • To perform on-site inspections of work being completed, in conjunction the city building offi- cials. • To complete and file appropriate loan papers. • To consult with local banking institutions regarding the possibility of combining funds for larger projects. • To coordinate activities with the finance and building departments. • To monitor the repayment of loans made & assure the on-going strength of the program. • To develop a list of affordable housing priorities each year for presentation to the City Commis- sion. Community Development: • Enhance community involvement through the facilitation of neighborhood meetings. • Administer the TEA-21 program, and provide administrative oversight of the CDBG program. • Support city staff with grant application guidance and assistance as needed. • Promote city economic development and housing activities. • Provide additional citizen board support as needed. City of Bozeman,Montana209 City Manager's Recommended Budget FY06-07 COMMUNITY DEVELOPMENT EXPENDITURES `' FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents 1.00 1.00 1.00 Number Category 1000-1199 Salaries&Overtime $ 28,558 $ 30,138 $ - $ 30,888 $ 750 2% 1200-1299 Benefits 12,545 12,611 - 13,071 460 4% 2000-7599 Operating 809,080 " 2,356,317 2,651,697 295,380 13% 8000-8999 Capital 14,592 - - 9000-9699 Debt Service - - - 9900-9999 Transfers 250,000 - - - Total All Categories $ 1,114,775 $ 2,399,066 $ - $ 2,695,656 $ 296,590 12% EXPENDITURES BY DIVISION Division Number Division 8210 Downtown Imp Dist $ 552,883 $ 1,019,620 $ - $ 599,000 $ (420,620) -41% 8220 Americans w/Disab 15,592 - - - 0% 8230 Urban Redev&Housing 114,400 14,400 134,400 120,000 100% 8240 Economic Development 386,467 1,312,397 1,912,397 600,000 100% 8250 Grants 45,433 52,649 49,859 (2,790) -5% Total All Divisions $ 1,114,775 $ 2,399,066 $ - $ 2,695,656 $ 296,590 12% EXPENDITURES BY FUND Fund Number Fund TIF Dowtown Improve- 116 ment District $ 479,709 $ 925,620 $ - $ 495,000 (430,620) -47% Americans With Disability 130 Act 15,592 - - - 0% Economic Development 119 Loan Fund 386,467 111,000 111,000 - 0% 120 Community Housing - - 120,000 120,000 100% Housing Revolving Loan 121 Fund 14,400 14,400 14,400 - 0% 010 General Fund 45,433 52,649 49,859 (2,790) -5% 176 BID 73,174 94,000 94,000 - 0% 186 Development Impacts 100,000 1,201,397 1,801,397 600,000 100% TIF NE Urban Renewal 144 District - - 10,000 10,000 Total All Funds $ 1,114,775 $ 2,399,066 $ - $ 2,695,656 $ 296,590 12% City of Bozeman, Montana210 City Manager's Recommended Budget FY06-07 COMMUNITY DEVELOPMENT BUDGET HIGHLIGHTS • Downtown Improvement District (Tax Increment Financing): Spending authority is included for the anticipated increment during the year, plus available cash balances for the Down- town Improvement District. It is expected that the TIF will issue approximately $4 million in bonds for the construction of the downtown parking facility in the Spring of 2007. The TIF will then make debt service payments, most likely beginning in FY08. • Northeast Urban Renewal District (Tax Increment Financing): With FY07 the first year of increment dollars, it is estimated that $10,000 will be available for district projects. Actual increment amount will be known in late August. • Housing Revolving Loan: Appropriation authority includes $14,400 paid to HRDC for ad- ministration. • Economic development: This includes payments to the Gallatin Development Corporation (GDC) of$6,000 for the administration of the Economic Development Revolving Loan Fund. The administrative functions include assisting applicants with funding requests and providing staff assistance to the city's revolving loan committee. Also included is $5,000 for general support of GDC. An appropriation of$500,000 is included for possible grants which will be made in accordance with the adopted RLF policy. • Grants. No specific grant spending authority is included in the budget. A budget amend- ment will be processed for any successful grant applications. • Community Housing. Revenue equivalent to two mills (Estimated to total $122,000 for FY07) has been allocated from the General Fund to the Community Housing fund for the purpose of supporting Affordable Housing efforts in the city. City of Bozeman, Montana City Manager's Recommended Budget FY06-07 211 NON-DEPARTMENTAL FY 07 BUDGET HIGHLIGHTS • The budget includes the following General Fund items: General fund contribution to City Band $6,000 Contingency Appropriation $100,000 State Share of Police & Fire Retirement $1,400,000 • The budget includes the following Special Revenue Fund items: Transfer from Health Fund to General Fund $1,433,300 Transfer from PERS Fund to General Fund $299,600 Transfer from Police Pension Fund to General Fund $341,600 Transfer from Fire Pension Fund to General Fund $175,600 Transfer from the Liability Insurance Fund to General $289,600 Fund Mill levy for Senior Transportation $54,500 • The budget includes the following Health Medical Insurance Fund Items; Appropriation authority for health/medical premiums $2,505,500 and administrative costs. City of Bozeman, Montana 215 City Manager's Recommended Budget FY06-07 G.O. BONDS DEBT SERVICE PROGRAM DESCRIPTION The General Obligation Bond division accounts for debt service payments associated with the transportation general obligation bonds and the two library general obligation bond issues. The $5 million transportation general obligation bonds were sold in April 1995. The first library general obligation bonds were sold in December 2002. The second library general obligation bonds were sold in April 2003. Both series were part of the voter-approved levy that was approved in November 2002. MAJOR OBJECTIVES • To accurately account for principal and interest payments on general obligation bonds. • To maintain adequate fund balance levels in the two debt service funds. BUDGET H!GHTLIGHTS • The transportation bonds will be paid in full in July 2014. • The 1st series library bonds will be paid in full in July 2021. • The 2nd series library bonds will be paid in full in July 2021. City of Bozeman, Montana216 City Manager's Recommended Budget FY06-07 G.O. BONDS DEBT SERVICE EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR :.v 1 uMLJ DUUl7C I HIVICIVUIVICN I , KCg..IJiviivi Criu .d-IHrVUC uirr Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ - $ - $ - $ - 1200-1299 Benefits - - - - - 2000-7599 Operating 5,422 - - 8000-8999 Capital - - - 9000-9699 Debt Service 4,101,526 718,452 743,452 25,000 3% 9900-9999 Transfers - - - Total All Categories $ 4,106,948 $ 718,452 $ - $ 743,452 $ 25,000 3% EXPENDITURES BY DIVISION Division Number Division 9310 G.O.Bonds Principal $ 4,101,526 $ 718,452 $ - $ 743,452 $ 25,000 3% 9320 G.O.Bonds Int&Fee 5,422 - - Total Ali Divisions $ 4,106,948 $ 718,452 $ - $ 743,452 $ 25,000 3%• EXPENDITURES BY FUND Fund Number Fund 301 Library Bonds $ 312,420 $ 313,126 $ - $ 313,126 $ - 0% Bond S&11995 Transpor- 302 talion Projects 3,794,528 405,326 430,326 25,000 6% Total All Funds $ 4,106,948 $ 718,452 $ , - $ 743,452 $ 25,000 3% City of Bozeman,Montana217 City Manager's Recommended Budget FY06-07 SID REVOLVING FUND PROGRAM DESCRIPTION The SD Revolving Fund was established pursuant to MCA 7-12-4221. This section of the law states in part: "The Council or commission of any city or town which as heretofore created or may 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 improve- ment district bonds or sidewalk, curb, and alley approach warrants issued in payment of im- provements made therein and the interest thereon as it becomes due." MAJOR OBJECTIVES • To secure prompt payment of any special improvement district bonds or sidewalk, curb, and alley approach warrants issued in payment of improvements made therein and the in- terest thereon as it becomes due. • To meet the requirements of state law. City of Bozeman,Montana218 City Manager's Recommended Budget FY06-07 SID REVOLVING FUND EXPENDITURES-BY-CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ - $ - $ - $ - 1200-1299 Benefits - - - - - 2000-7599 Operating - - - 8000-8999 Capital 30,463 - - - 9000-9699 Debt Service - - 9900-9999 Transfers 1,783,098 - - - Total All Categories $ 1,813,561 $ - $ - $ - $ - EXPENDITURES BY DIVISION Division Number Division 9510 Sid Bond Principal $ 1,813,561 $ - $ - $ - $ - Total All Divisions $ 1,813,561 $ - $ - $ - $ - EXPENDITURES BY FUND Fund Number Fund Special Improvement Dis- 300 trict Revolv.Fund $ 1,813,561 $ - $ - $ - $ - Total All Funds $ 1,813,561 $ - $ - $ - $ - City of Bozeman, Montana219 City Manager's Recommended Budget FY06-07 SID BONDS DEBT SERVICE PROGRAM DESCRIPTION The SID/Sidewalk bond budget unit is used to account for the payment s of principal and inter- est on the various special improvement district and sidewalk bonds. Section 7-12-4102 MCA authorizes the city to create special improvement districts, and 7-12- 4206 MCA 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 expenses. MAJOR OBJECTIVES • To accurately account for principal and interest payments on SID and sidewalk bonds. BUDGET HIGHLIGHTS • The budget includes appropriation authority necessary for the anticipated repayment of SID bonds principal and interest. City of Bozeman, Montana220 City Manager's Recommended Budget FY06-07 SID BONDS DEBT SERVICE EXPENDITURES-Wit-GA-MGM ' FY05 FY06 FY07 DOLLAR ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ - $ - $ - $ - 1200-1299 Benefits - - - - - 2000-7599 Operating 52,547 - - 8000-8999 Capital - - - 9000-9699 Debt Service 3,316,016 1,700,000 1,900,000 200,000 12% 9900-9999 Transfers 150,264 - - Total All Categories $ 3,518,827 $ 1,700,000 $ - $ 1,900,000 $ 200,000 12% EXPENDITURES BY DIVISION Division Number Division 9710 SID Bonds Principal $ 3,518,827 $ 1,700,000 $ - $ 1,900,000 $ 200,000 12% Total All Divisions $ 3,518,827 $ 1,700,000 $ - $ 1,900,000 $ 200,000 12% EXPENDITURES BY FUND Fund Number Fund 310 SID Funds $ 3,518,827 $ 1,700,000 $ - $ 1,900,000 $ 200,000 12% Total All Funds $ 3,518,827 $ 1,700,000 $ - $ 1,900,000 $ 200,000 12% City of Bozeman, Montana221 City Manager's Recommended Budget FY06-07 NON-DEPARTMENTAL PROGRAM DESCRIPTION The non-departmental program accounts for expenditures that are not associated with a spe- cific city department. Examples include insurance premiums paid by the city, costs of leave pay-outs for terminating employees, contingency funds, etc. MAJOR OBJECTIVE • To accurately budget for and account for non-departmental costs. City of Bozeman, Montana 213 City Manager's Recommended Budget FY06-07 NON-DEPARTMENTAL EXPENDITURES BY CATEGORY FY05 FY06 FY07 DOLLAR % ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF Full-Time Equivalents Number Category 1000-1199 Salaries&Overtime $ - $ - $ - $ - $ - 1200-1299 Benefits - - - - - 2000-7599 Operating 2,736,526 2,991,095 4,796,457 1,805,362 60% 8000-8999 Capital 51,323 497,500 - (497,500) 9000-9699 Debt Service - - 9900-9999 Transfers 2,810,973 5,144,747 3,243,700 (1,901,047) -37% Total All Categories $ 5,598,822 $ 8,633,342 $ - $ 8,040,157 $ (593,185) -7% • EXPENDITURES BY DIVISION Division Number Division 8910 Insurance $ 2,661,277 $ 2,830,595 $ 3,143,957 $ 313,362 11% 8920 Band 6,000 6,000 6,000 - 0% 8930 Leave Payouts - 8940 Contingencies - 100,000 1,592,000 1,492,000 1492% 8950 Beautification Of Bozeman 711 - - - 8960 Transfers 2,810,973 5,144,747 3,243,700 (1,901,047) -37% 8970 Senior Transportation 52,449 54,500 54,500 - 0% 8980 Neighborhoods 67,412 497,500 - (497,500) 0% Total All Divisions $ 5,598,822 $ 8,633,342 $ - $ 8,040,157 $ (593,185) -7% EXPENDITURES BY FUND Fund Number Fund 010 General Fund $ 880,913 $ 3,704,126 $ 2,720,713 (983,413) •-27% Health-Medical Self- 720 Insurance Fund 1,317,462 1,324,350 1,433,300 108,950 8% 131 Beautification Of Bozeman 711 - - - 104 Liability Insurance 263,618 274,024 289,600 15,576 6% 185 Insurance Proceeds - 219,744 219,744 - 103 Health-Medical Insurance 2,280,632 2,222,411 2,505,500 283,089 13% 105 P.E.R.S.Fund 273,541 283,383 299,600 16,217 6% 106 Police Pension Fund 311,298 332,146 341,600 9,454 3% 107 Firemans Pension Fund 218,198 218,658 175,600 (43,058) -20% 175 Senior Transp 52,449 54,500 54,500 - 0% 177 North East Neighborhood - - - - 0% Total All Funds $ 5,598,822 $ 8,633,342 $ - $ 8,040,157 $ (593,185) -7% City of Bozeman, Montana214 City Manager's Recommended Budget FY06-07 CAPTIAL EXPENDITURES SUMMARY FY07 Capital Expenditures **Note: Some Capita!Projects are budgeted as Contracted Services,and don't appear here. Department Description Amount City Commission Computer Software 8,000 City Manager Laserfiche System Upgrades 15,000 City Attorney Case Management Software 38,000 Finance Cemetery Software(50%) 15,000 Utility Bill/Assessments Printer 4,500 GIS Software Enhancements 13,500 General Computer Replacement 90,000 Computer Software 63,500 Police Patrol Vehicles 87,739 Fire Balance of Equipment Levy as Needed 300,000 Cemetery Cemetery Software(50%) 15,000 Mower Replacement 12,000 Parks Heavy Equipment 45,000 Infrastructure Improvements 20,000 Improvement Grants 150,000 Library Building Construction through Completion 1,933,650 Planning Compact Storage Shelving 40,000 Streets Infrastructure Improvements 430,000 Hot Mix Plant(share) 145,750 Cityworks Software(share) 2,000 Forestry Bucket Truck 120,000 Cityworks Software(share) 6,000 Building Inspection Inspector Vehicles 56,000 H.T.E Permit Web-Module 30,000 Parking Parking Garage Construction 4,428,500 Water Plant Cityworks Software(share) 17,000 Water Tank Painting 750,000 Infrastructure Improvements 128,000 Water Operations 4x4 Truck Replacement 35,000 Distribution System Improvements 750,000 Leak Detector 35,000 Meter Van Laptop(share) 22,500 Wastewater Operations Meter Van Laptop(share) 22,500 Meter Van 150,000 4x4 Truck Replacement 35,000 Hot Mix Plant(share) 17,625 Cityworks Software(share) 17,000 Wastewater Plant BNR Plant Design 3,900,000 Solid Waste Collection Gargabe Truck Replacement 180,000 Vehicle Maintenance Equipment 8,000 Office Equipment 5,000 Building Maintenance City Hall&Old Library Remodel 600,000 14,741,764 City of Bozeman, Montana 223 City Manager's Recommended Budget FY06-07 WATER & WASTEWATER RATE CHANGES 66.0% Effective: April 1986 12.0 November 1987 7.0 May 1989 6.5 July 1990 4.5 July 1991 5.0 April 1994 4.0 July 1996 3.0 February 1998 7.0 June 1999 3.0 October 2000 7.0 September 2001 6.0 April 2003 10.0 September 2005 Proposed: 10.0 Proposed: 2006 12.0% Effective: May 1989 10.5 July 1990 9.0 July 1991 9.5 March 1993 9.5 April 1994 12.0 May 1995 4.0 July 1996 25.0 Surcharge July 1996 20.0 Surcharge February 1998 3.0 February 1998 28.0 June 1999 3.0 September 2001 15.0 September 2005 Proposed: 10.0 Proposed: 2006 City of Bozeman, Montana 224 City Manager's Recommended Budget FY06-07 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. (CIP-U) Source: Bureau of Labor%arcs, US Dept Labor Calendar Year CPI-U % Change 1995 153.7 - 1996 158.7 3.3% 1997 164.0 1.7% 1998 166.8 1.6% 1999 169.4 2.7% 2000 174.0 3.4% 2001 176.7 1.6% 2002 180.9 2.4% 2003 184.3 1.9% 2004 190.3 3.3% 2005 196.8 3.4% The City's Living Wage Ordinance bases increases on the CPI-U for Western States. Consumer Price Index, Western States-All Items, Unadjusted, Urban Con- sumers. (CIP-U) Source: Bureau of Labor Statistics, US Dept Labor Calendar Year CPI-U Western % Change 1995 153.5 - 1996 157.6 2.7% 1997 161.4 2.4% 1998 164.4 1.9% 1999 168.9 2.7% 2000 174.8 3.5% 2001 181.2 3.7% 2002 184.7 1.9% 2003 188.6 2.1% 2004 193.0 2.3% 2005 198.9 3.1% City of Bozeman, Montana 225 City Manager's Recommended Budget FY06-07 CITY OF BOZEMAN TRANSPORTATION G.O. BONDS REFUNDING DEBT SERVICE SCHEDULE Payment Principal Interest Interest Semi-Annual Principal Date Payment Rate Payment Payment Balance April 15, 2003 $ 3,480,000 July 1, 2003 $ 41,235 $ 41,235 3,480,000 January 1, 2004 49,483 49,483 July 1, 2004 49,483 49,483 3,480,000 January 1, 2005 49,483 49,483 July 1, 2005 $ 280,000 1.300 49,483 329,483 3,200,000 January 1, 2006 47,663 47,663 July 1, 2006 310,000 1:700 47,663 357,663 2,890,000 January 1 2007 ' T ` t„ -. 45L028# 45;02& 4 a July 1,_ • .__.._ 2aQ7 315_,.Q0 .: 2.1,00' 45:028 . 300'.028 .2,575,000 January 1, 2008 41,720 41,720 July 1, 2008 325,000 2.500 41,720 366,720 2,250,000 January 1, 2009 37,658 37,658 July 1, 2009 340,000 2.700 37,658 377,658 1,910,000 January 1, 2010 33,068 33,068 July 1, 2010 350,000 3.150 33,068 383,068 1,560,000 January 1, 2011 27,555 27,555 July 1, 2011 365,000 3.300 27,555 392,555 1,195,000 January 1, 2012 21,533 21,533 July 1, 2012 385,000 3.450 21,533 406,533 810,000 January 1, 2013 14,891 14,891 July 1, 2013 395,000 3.600 14,891 409,891 415,000 January 1, 2014 7,781 7,781 July 1, 2014 415,000 3.750 7,781 422,781 0 $ $ $ TOTALS 3,480,000 792,955 4,272,955 City of Bozeman, Montana 226 City Manager's Recommended Budget FY06-07 CITY OF BOZEMAN G. O.BOND-LIBRARY#1 DEBT SERVICE SCHEDULE Payment Principal Interest Interest Semi-Annual Principal Date Payment Rate Payment Payment Balance January 1, 2002 $ 2,315,000 July 1, 2002 $ 59,130 $ 59,130 2,315,000 January 1, 2003 50,683 50,683 July 1, 2003 $ 85,000 3.500 50,683 135,683 2,230,000 January 1, 2004 49,195 49,195 July 1, 2004 90,000 3.500 49,195 139,195 2,140,000 January 1, 2005 47,620 47,620 July 1, 2005 90,000 3.750 47,620 137,620 2,050,000 January 1, 2006 45,933 45,933 July 1, 2006 95,000 4.000 45,933 140,933 1,955,000 January 1, 2007 44,033 44,033.--s. - July1, :2007 95.000,. .. ,44.03, ,_r_,_ . 1' 9.033 1,860,000 January 1, 2008 42,133 42,133 July 1, 2008 100,000 4.000 42,133 142,133 1,760,000 January 1, 2009 40,133 40,133 July 1, 2009 105,000 4.000 40,133 145,133 1,655,000 January 1, 2010 38,033 38,033 July 1, 2010 110,000 4.000 38,033 148,033 1,545,000 January 1, 2011 35,833 35,833 July 1, 2011 110,000 4.100 35,833 145,833 1,435,000 January 1, 2012 33,578 33,578 July 1, 2012 115,000 4.250 33,578 148,578 1,320,000 January 1, 2013 31,134 31,134 July 1, 2013 120,000 4.300 31,134 151,134 1,200,000 January 1, 2014 28,554 28,554 July 1, 2014 125,000 4.400 28,554 153,554 1,075,000 January 1, 2015 25,804 25,804 July 1, 2015 135,000 4.500 25,804 160,804 940,000 January 1, 2016 22,766 22,766 July 1, 2016 140,000 4,600 22,766 162,766 800,000 January 1, 2017 19,546 19,546 July 1, 2017 145,000 4.750 19,546 164,546 655,000 January 1, 2018 16,103 16,103 July 1, 2018 150,000 4.800 16,103 166,103 505,000 January 1, 2019 12,503 12,503 July 1, 2019 160,000 4.900 12,503 172,503 345,000 January 1, 2020 8,583 8,583 July 1, 2020 170,000 4.950 8,583 178,583 175,000 January 1, 2021 4,375 4,375 July 1, 2021 175000 5.000 4,375 179375 0 TOTALS $ 2,315,0Q0, _ $ 1,252,202 $ 3,567,202 City of Bozeman, Montana 227 City Manager's Recommended Budget FY06-07 • CITY OF BOZEMAN G.O. BOND-LIBRARY#2 DEBT SER ICE SCHEDULE Payment Principal Interest Interest Semi-Annual Principal Date Payment Rat Payment • Payment Balance April 15, 2003 $ 1,685,000 July 1, 2003 $ 24,159 $ 24,159 1,685,000 January 1, 2004 28,991 28,991 July 1, 2004 $ 65,000 1.250 28,991 93,991 1,620,000 January 1, 2005 28,585 28,585 July 1, 2005 70,000 1.300 28,585 98,585 1,550,000 January 1, 2006 28,130 28,130 Jud 1, _� 2006 70,000 1.700 28,130 98,130 1,480,000 Januai-y 1; ,200:'7 .. 27,535 27,53 July,�1, __..�2OQ7,_ ._-,__ µ 75,000 2.100 27,535 ._.... 102,535 11, 0Np January 1, 2008 26,748 26,748 July 1, 2008 75,000 2.500 26,748 101,748 1,330,000 January 1, 2009 25,810 25,810 July 1, 2009 80,000 2.750 25,810 105,810 1,250,000 January 1, 2010 24,710 24,710 July 1, 2010 80,000 3.150 24,710 104,710 1,170,000 January 1, 2011 23,450 23,450 July 1, 2011 90,000 3.250 23,450 113,450 1,080,000 January 1, 2012 21,988 21,988 July 1, 2012 90,000 3.500 21,988 111,988 990,000 January 1, 2013 20,413 20,413 July 1, 2013 95,000 3.650 20,413 115,413 895,000 January 1, 2014 18,679 18,679 July 1, 2014 100,000 3.750 18,679 118,679 795,000 January 1, 2015 16,804 16,804 July 1, 2015 95,000 4.000 16,804 111,804 700,000 January 1, 2016 14,904 14,904 July 1, 2016 105,000 4.000 14,904 119,904 595,000 January 1, 2017 12,804 12,804 July 1, 2017 110,000 4.200 12,804 122,804 485,000 January 1, 2018 10,494 10,494 July 1, 2018 115,000 4.250 10,494 125,494 370,000 January 1, 2019 8,050 8,050 July 1, 2019 120,000 4.300 8,050 128,050 250,000 January 1, 2020 5,470 5,470 July 1, 2020 120,000 4.350 5,470 125,470 130,000 January 1, 2021 2,860 2,860 July 1, 2021 130,000 4.400 2,860 132,860 0 TOTALS $ ' 1 ,685,000' $ •717,004 $ 2,402,004. City of Bozeman, Montana 228 City Manager's Recommended Budget FY06-07 CITY OF BOZEMAN WATER REVENUE BONDS DEBT SERVICE SCHEDULE Payment Principal Interest Interest Semi-Annual Principal Date Payment Rate Payment Payment Balance December 12, 1995 $ 3,480,000 June 1, 1996 $ 82,161 $ 82,161 December 1, 1996 $ 245,000 6.500 82,161 327,161 3,235,000 June 1, 1997 74,199 74,199 December 1, 1997 255,000 6.500 74,199 329,199 2,980,000 June 1, 1998 65,911 65,911 December 1, 1998 275,000 4.000 65,911 340,911 2,705,000 June 1, 1999 60,411 60,411 December 1, 1999 285,000 4.100 60,411 345,411 2,420,000 June 1, 2000 54,569 54,569 December 1, 2000 300,000 4.200 54,569 354,569 2,120,000 June 1, 2001 48,269 48,269 December 1, 2001 315,000 4.300 48,269 363,269 1,805,000 June 1, 2002 41,496 41,496 December 1, 2002 330,000 4.400 41,496 371,496 1,475,000 June 1, 2003 34,236 34,236 December 1, 2003 345,000 4.500 34,236 379,236 1,130,000 June 1, 2004 26,474 26,474 December 1, 2004 360,000 4.600 26,474 386,474 770,000 June 1, 2005 18,194 18,194 December 1, 2005 375,000 4.700 18,194 393,194 395,000 June 1, 2006 9,381 9,381 ...z.- 'tt : .N .. , .. Ati1 " `irg% 4,0'X . 9,381 404,881 0 1111F-- TOTALS $ 480,000 $ 1,030,603 $ 4,510,603 City of Bozeman, Montana229 City Manager's Recommended Budget FY06-07 CITY OF BOZEMAN LYMAN CREEK#1 WATER REVENUE BONDS DEBT SERVICE SCHEDULE Payment Principal Interest Semi-Annual Principal DatePayment Payment Payment Balance $615,889 May 23, 1996 16,360 17,421 33,781 599,529 November 23, 1996 16,761 14,688 31,450 582,768 May 23, 1997 17,172 14,278 31,450 565,596 November 23, 1997 17,593 13,857 31,450 548,003 May 23, 1998 18,024 13,426 31,450 529,980 November 23, 1998 18,465 12,985 31,450 511,515 May 23, 1999 18,918 12,532 31,450 492,597 November 23, 1999 19,381 12,069 31,450 473,216 May 23, 2000 19,856 11,594 31,450 453,360 November23, 2000 20,342 11,107 31,450 433,018 May 23, 2001 20,841 10,609 31,450 412,177 November 23, 2001 21,351 10,098 31,450 390,826 May 23, 2002 21,874 9,575 31,450 368,951 November 23, 2002 22,410 9,039 31,450 346,541 May 23, 2003 22,959 8,490 31,450 323,582 November 23, 2003 23,522 7,928 31,450 300,060 May 23, 2004 24,098 7,351 31,450 275,962 November23, 2004 24,689 6,761 31,450 251,273 May 23, 2005 25,293 6,156 31,450 225,980 November23, 2005 25,913 5,537 31,450 200,066 May 23, 2006 26,548 4,902 31,450 173,518 .88th,,.„ I® _wow .. ,, "`200.. i. Ll'''' ; ' 37,450: 146,320i ,tat '.31 450 1`18 455 November23, 2007 28,547 2,902 31,450 89,908 May 23, 2008 29,247 2,203 31,450 60,661 November 23, 2008 29,963 1,486 31,450 30,697 May 23, 2009 30,697 752 31,449 0 TOTALS . .',615 8:_:C '-• $2. %3 $851:.,472 r .. ,' City of Bozeman, Montana 230 City Manager's Recommended Budget FY06-07 CITY OF BOZEMAN LYMAN CREEK#2 WATER REVENUE BONDS DEBT SERVICE SCHEDULE Payment. Principal Interest Semi-Annual Principal Date Payment Payment Payment Balance=' $ 316,712 November 23, 1996 $ 7,272 $7,759 $ 15,031 309,441 May 23, 1997 7,450 7,581 15,031 301,991 November 23, 1997 7,632 7,399 15,031 294,359 May 23, 1998 7,819 7,212 15,031 286,539 November 23, 1998 8,011 7,020 15,031 278,528 May 23, 1999 8,207 6,824 15,031 270,321 November23, 1999 8,408 6,623 15,031 261,913 May 23, 2000 8,614 6,417 15,031 253,299 November 23, 2000 8,825 6,206 15,031 244,474 May 23, 2001 9,041 5,990 15,031 235,432 November23, 2001 9,263 5,768 15,031 226,169 May 23, 2002 9,490 5,541 15,031 216,679 November 23, 2002 9,722 5,309 15,031 206,957 May 23, 2003 9,961 5,070 15,031 196,996 November 23, 2003 10,205 4,826 15,031 186,792 May 23, 2004 10,455 4,576 15,031 176,337 November 23, 2004 10,711 4,320 15,031 165,626 May 23, 2005 10,973 4,058 15,031 154,653 November 23, 2005 11,242 3,789 15,031 143,411 May 23, 2006 11,517 3,514 15,031 131,893 November 23, 2006 ,11,809 3,231 • 15,031' . 104.EIVIa y 2007_ _ .. . _ .12,089_.:_. ._ _.:.w 2:942_..__ 15,01___1.___.._....___0 ,i® ; November 23, 2007 12,385 2,646 15,031 95,620 May 23, 2008 12,688 2,343 15,031 82,932 November 23, 2008 12,999 2,032 15,031 69,932 May 23, 2009 13,318 1,713 15,031 56,615 November 23, 2009 13,644 1,387 15,031 42,971 May 23, 2010 13,978 1,053 15,031 28,992 November 23, 2010 14,321 710 15,031 14,672 May 23, 2011 14,672 359 15,031 0 OTALS $316,712 $ 134,220 $450,932 City of Bozeman, Montana 231 City Manager's Recommended Budget FY06-07 GLOSSARY OF KEY TERMS APPROPRIATION Legal authorization granted by City Commission to make expendi- tures and incur obligations. ASSESSED VALUATION A value that is established for real and personal property for use as a basis for levying property taxes. Property values are established by the Assessor's Office of County. 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. BUDGET Plan of financial operation, embodying an estimate of pro- posed expenditures for a given period and the proposed means of financing them. Upon approval by Commission, the appropriation ordinance is the legal basis for incurring expenditures. BUDGETARY CONTROL The control or management of a government or enterprise in accor- dance with an approved budget for the purpose of keeping expen- ditures within the limitations of available appropriations and avail- able revenues. BUDGET AMENDMENT A procedure to revise the appropriation ordinance through action by the City Commission. CAPITAL BUDGET The Capital Budget reflects the capital improvements that are funded in the current budget year. CAPITAL EXPENDITURES 1) The item has a unit cost over$5,000. 2) The item benefits future periods. 3) The item has a normal useful life of 1 year or more. 4) The item has an identity that does not change with use (i.e., retains its identity throughout its useful life). 5) The item is identifiable and can be separately accounted for. Improvements to existing assets are not Capital items. CAPITAL OUTLAYS Expenditures which result in the acquisition of or addition to fixed assets. City of Bozeman, Montana 232 City Manager's Recommended Budget FY06-07 CIP Capital Improvements Program (CIP) is a document separate and apart from the Annual Operating Budget. Unlike the Capital Budget, the CIP is a multi-year capital improvements plan that fore- casts, but does not obligate, future spending for all anticipated capital projects. DEBT LIMIT The maximum amount of gross or net debt which is legally permit- ted. DEBT SERVICE Payment of principal and interest related to long term debt. DEBT SERVICE FUND A fund established to account for the accumulation of resources for, and the payment of, general long-term debt principal and inter- est. DEPRECIATION Expiration in the service life of fixed assets, attributable to wear and tear, deterioration, action of physical elements, inadequacy, and obsolescence. 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 gen- eral public on a continuing basis be financed or recovered primarily through user charges. EXPENDITURES Decreases in net financial resources. FISCAL YEAR The time period signifying the beginning and ending period for re- cording financial transactions. The city's fiscal year begins on July 1 and ends on June 30 of each year. FTE Full-Time Equivalent (FTE). The yearly personnel hours worked by a position divided by the total available work hours for a full year. In most cases, 2080 hours. 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 Fund balance is defined as current assets minus current liabilities in a governmental fund. GENERAL FUND The fund used to account for all financial resources except those required to be accounted for in another fund. City of Bozeman, Montana 233 City Manager's Recommended Budget FY06-07 GENERAL OBLIGATION Bonds for the payment of which the full faith and credit of the issu- ing government are pledged. INTERNAL SERVICE FUND A fund used to account for the financing of goods or services pro- vided by one department or agency to other departments on a cost-reimbursement basis. LEASE-PURCHASE Contractual agreements which are termed AGREEMENTS "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. LONG-TERM DEBT Debt with a maturity of more than one year after the date of issu- ance. MILL LEVY Rate applied to Assessed Valuation to determine property taxes. A mill is 1/10th of a penny, or $1.00 of tax for each $1,000 of as- sessed valuation. OBJECT As used in expenditure classification, this term applies to the article purchased or the service obtained (as distinguished from the re- sults obtained from expenditures). Examples are personnel ser- vices, contracted services, and supplies and materials. OPERATING BUDGET The portion of the budget that pertains to daily operations that pro- vide basic governmental services. The operating budget contains appropriations for such expenditures as personnel, supplies, utili- ties, materials, and services. PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and wages paid for services performed by City employees, as well as the incidental fringe benefit costs. SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources (other than special assessments, expendable trusts, or of major capital projects) that are legally restricted to expenditure for speci- fied purposes. TAXES Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. USER CHARGES OR FEES The payment of a fee for direct receipt of a public service by the party benefiting from the service. City of Bozeman, Montana 234 City Manager's Recommended Budget FY06-07 City of Bozeman, Montana 235 City Manager's Recommended Budget FY06-07