HomeMy WebLinkAboutFiscal Year 2012 Approved Budget, City of Bozeman
Approved Budget
For Fiscal Year 2012
9/26/2011
City of Bozeman, Montana
City of Bozeman, Montana 2 FY12 Approved Budget
CITY OF BOZEMAN, MONTANA
FISCAL YEAR 2011‐2012
APPROVED OPERATING AND
CAPITAL IMPROVEMENT BUDGET
CITY COMMISSION
Jeff Krauss— Mayor
Sean Becker—Deputy Mayor
Cynthia Andrus—Commissioner
Chris Mehl—Commissioner
Carson Taylor—Commissioner
CITY MANAGER
Chris Kukulski ‐ City Manager
CITY STAFF
Anna Rosenberry, CPA—Finance Director
Stacy Ulmen—City Clerk
City of Bozeman, Montana 3 FY12 Approved Budget
CITIZEN REVIEW AND PARTICIPATION
______________________________________________________________________________________________
The City encourages open and transparent government—and offers multiple ways to access this
document in an effort to better inform City residents and property owners.
This document is available on the City of Bozeman’s website at www.bozeman.net, and
It is also available for review in the office of the Clerk of Commission of the City of
Bozeman during regular business hours (8 a.m. to 5 p.m. Monday through Friday) at 121 N.
Rouse, Bozeman Montana, and
It is available for review at the Bozeman Public Library in hard‐copy form or via a library
computer, and
Copies may be purchased from the Finance Department, 121 N. Rouse, Bozeman Montana
for $35.
The public is strongly encouraged to attend all work sessions and public hearings held prior to final
adoption of the budget.
• Notices for these meetings are published in the legal advertisements of the Bozeman Daily
Chronicle newspaper, and
• Notices are also posted on the City’s website at www.bozeman.net.
Public Meetings of the City Commission are broadcast live on local‐cable Channel 20.
Meetings are also re‐broadcast throughout the week.
City of Bozeman, Montana 4 FY12 Approved Budget
DISTINGUISHED BUDGET PRESENTATION AWARD
______________________________________________________________________
The Government Finance Officers Association of the United States and Canada (GFOA) presented an award
of Distinguished Budget Presentation to the City of Bozeman for its annual budget for the fiscal year
beginning July 1, 2010. The City has received this award for each budget it has prepared in the past 20
years.
In order to receive this award, a governmental unit must publish a budget document that meets program
criteria as a policy document, as an operations guide, as a financial plan and as a communications device.
This award is valid for a period of one year only. We believe our current budget continues to conform to
program requirements, and we are submitting it to GFOA to determine its eligibility for another award.
City of Bozeman, Montana 5 FY12 Approved Budget
Contents
CITIZEN REVIEW AND PARTICIPATION .......................................................................................................... 4
DISTINGUISHED BUDGET PRESENTATION AWARD ....................................................................................... 5
CITY MANAGER’S BUDGET MESSAGE ........................................................................................................... 9
COMMUNITY, DEMOGRAPHIC, AND STATISTICAL INFORMATION ............................................................. 20
Population: .................................................................................................................................................. 21
CORE VALUES .............................................................................................................................................. 24
VISION, MISSION, AND GOALS .................................................................................................................... 25
ADOPTED WORK PLAN FOR 2011‐2012 ...................................................................................................... 26
PLANNING PROCESSES ................................................................................................................................ 28
FINANCIAL POLICIES .................................................................................................................................... 29
Budget Development & Administration ..................................................................................................... 29
Revenue Collection ..................................................................................................................................... 30
Expenditures and Payments ....................................................................................................................... 31
Debt Administration.................................................................................................................................... 33
Reserves and Fund Balances ....................................................................................................................... 34
Financial Reporting & Accounting ............................................................................................................... 35
FINANCIAL STRUCTURE ............................................................................................................................... 37
THE BUDGET PROCESS ................................................................................................................................ 41
CITY ORGANIZATIONAL CHART ................................................................................................................... 46
FINANCIAL SUMMARY – FY2012 ................................................................................................................. 47
CHANGES IN FUND BALANCE/WORKING CAPITAL ..................................................................................... 48
MILL LEVIES & MILL VALUES ....................................................................................................................... 50
APPROPRIATIONS BY TYPE .......................................................................................................................... 51
APPROPRIATIONS BY FUND ........................................................................................................................ 52
REVENUES BY SOURCE ................................................................................................................................ 53
LEGAL DEBT LIMIT & BOND RATINGS ......................................................................................................... 54
STAFFING SUMMARY .................................................................................................................................. 55
REVENUE DETAILS – FY12 ........................................................................................................................... 56
REVENUE TRENDS & ANALYSIS ................................................................................................................... 58
EXPENDITURE DETAILS – FY12 .................................................................................................................... 63
EXPENDITURE TRENDS & ANALYSIS ............................................................................................................ 66
City of Bozeman, Montana 6 FY12 Approved Budget
EXPENDITURE TRENDS & ANALYSIS ............................................................................................................ 66
FUND BALANCES/WORKING CAPITAL TRENDS & ANALYSIS ....................................................................... 71
REVENUE & EXPENDITURE DETAILS FOR EACH FUND ................................................................................ 75
CITY COMMISSION ...................................................................................................................................... 91
CITY MANAGER ........................................................................................................................................... 93
MUNICIPAL COURT ..................................................................................................................................... 96
CITY ATTORNEY ........................................................................................................................................... 99
FINANCE .................................................................................................................................................... 103
PLANNING ................................................................................................................................................. 106
FACILITIES MANAGEMENT ........................................................................................................................ 111
INFORMATION TECHNOLOGY ................................................................................................................... 114
POLICE ....................................................................................................................................................... 116
FIRE ........................................................................................................................................................... 121
BUILDING INSPECTION .............................................................................................................................. 125
PARKING .................................................................................................................................................... 128
PUBLIC SERVICES ADMINISTRATION ......................................................................................................... 131
STREETS ..................................................................................................................................................... 137
WATER PLANT ........................................................................................................................................... 142
WATER OPERATIONS................................................................................................................................. 145
WASTEWATER OPERATIONS ..................................................................................................................... 148
WATER RECLAMATION FACILITY (WASTEWATER PLANT) ......................................................................... 151
SOLID WASTE COLLECTION ....................................................................................................................... 155
SOLID WASTE RECYCLING ......................................................................................................................... 157
VEHICLE MAINTENANCE ........................................................................................................................... 159
CEMETERY ................................................................................................................................................. 162
PARKS ........................................................................................................................................................ 165
FORESTRY .................................................................................................................................................. 168
LIBRARY ..................................................................................................................................................... 171
RECREATION .............................................................................................................................................. 173
COMMUNITY DEVELOPMENT ................................................................................................................... 176
NON‐DEPARTMENTAL ............................................................................................................................... 180
GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE ............................................................................... 182
City of Bozeman, Montana 7 FY12 Approved Budget
SPECIAL IMPROVEMENT DISTRICT (SID) REVOLVING FUND ..................................................................... 184
SPECIAL DISTRICT DEBT ............................................................................................................................. 186
APPENDIX .................................................................................................................................................. 188
CAPITAL EXPENDITURES SUMMARY ......................................................................................................... 189
WATER & WASTEWATER RATE INCREASES ............................................................................................... 190
US CONSUMER PRICE INDEX ..................................................................................................................... 191
TRANSPORTATION G.O. BOND SCHEDULE ................................................................................................ 192
LIBRARY G.O. BOND #1 SCHEDULE ........................................................................................................... 193
LIBRARY G.O. BOND #2 SCHEDULE ........................................................................................................... 194
GLOSSARY OF KEY TERMS ......................................................................................................................... 195
City of Bozeman, Montana 8 FY12 Approved Budget
CITY MANAGER’S BUDGET MESSAGE
___________________________________________________________
September 26, 2011
Bozeman City Commission:
I am pleased to present the Approved Budget for Fiscal Year 2011-2012 (FY12).
This fiscal year marks the fourth year of our belt-tightening efforts; what started in March
and April of 2008 (FY09 budget development) is now carrying into the FY12 budget. Over
this time period, property owners in the City have benefitted by over $4.6 Million in
reduced property tax levies related to operating budget and grant savings.
While the local and national economies have certainly declined from 2007 levels, we
continue to see modest growth in the city: Additional commercial construction, regional
and national businesses planning to locate and locating in Bozeman, and a smaller number
of residential housing projects moving forward. From these indicators, we believe we must
continue forward with a number of the critical infrastructure and community development
efforts:
• Water Treatment Plant Expansion
• South 8th Avenue Street Reconstruction
• Gallatin College Support
• Expanded Economic Development Program
As for existing operations, we continue to seek opportunities to invest in projects that
improve efficiency, and we continue to make the difficult funding and staffing choices that
these times require of all local governments.
Commission Goals (Work Plan)
On April 11, 2011, the Commission adopted a work plan of new initiatives and second-tier
priorities for 2011 and 2012, in an effort to inform policy discussions and assist staff in
allocating resources and time. All four top priorities are addressed in this budget, along
with a number of the 2nd tier initiatives. Below is a list of the top 4 priorities; the full plan
can be found on page 26.
1. Enhance Downtown Development Opportunities.
2. Implement the Adopted Economic Development Plan.
3. Adopt Plans to Address Deferred Infrastructure Maintenance.
4. Develop an Integrated Water Resource Plan.
City of Bozeman, Montana 9 FY12 Approved Budget
Changes during the past 12 months
Building Activity: Local building activity has many impacts on the operations and
finances of the City; from the workload and revenues in the Planning and Building
Inspection Divisions to the amount of funding available for Impact Fee programs and
increases in Property Tax dollars due to new construction.
As with the rest of the nation, credit and other economic factors began affecting the amount
of subdivision and construction activity we were seeing come through the doors of our
Planning and Building Inspection Divisions in early 2008. This trend continued through
FY09.
During FY10 & FY11, Planning and Building activities continued at levels below FY09;
however, we continued to see moderate building activity in our City. During FY11, the
Kohl’s and Safeway projects provided noticeable increases in planning and building
activity. Building and planning activity related to the June 30, 2010 hail storm also
boosted activity in these departments. However, we don’t anticipate a number of similar
projects or weather events in the coming year. For that reason, our FY12 estimates for
Building and Planning revenues mirror the FY10 actual receipts. We continue to monitor
the revenue and workload status of the Building Inspection and Planning Departments on
a monthly basis, and report to the Commission on a quarterly basis.
Property Tax Revenues from New Construction: The City’s certified taxable value
for the previous year showed that our local tax base grew 3.2% from January 1, 2010 to
December 30, 2010. This was the lowest increase in taxable value that the city had seen
since 2001. It was markedly below the average of 6.9% we had seen each year over the past
5 years. In creating the Preliminary Budget, we estimated that the local tax base would
grow by 2%. Actual certified taxable values were received in early August from the
Montana Department of Revenue. In early September, the Department revised their
certifications for FY11 and FY12 downward, showing a 2.7% increase for January 1, 2010 to
December 30, 2010 (FY11) and a 2.1% increase for the coming year (FY12).
State Entitlement Share: During the 2011 State Legislative session, which ended in
early May, the State eliminated the statutory growth factor for our Entitlement Share
dollars for FY12. Under the prior statute, the City would have seen approximately
$150,000 in increased revenue in the General Fund. Instead, FY12 will see no growth in
Entitlement Share in the general fund, and a 10% decrease (-$3,100) for the Downtown Tax
Increment District.
2010 Census Information: The 2010 Census information for the City of Bozeman shows
that we are now the 4th most populous city in the state; increasing from our rank of 5th in
the 2000 census. Our actual 2010 census population of 37,280 is lower than the census
estimate of 2009 by 5.1%, but shows a 32.7% increase over our 2000 census population.
Gallatin College Funding: In January 2011 the Commission committed to assist with
City of Bozeman, Montana 10 FY12 Approved Budget
funding the start-up of new Gallatin College programs at Montana State University. They
committed the equivalent of 1.5 mills (estimated $123,000) in each of FY11, FY12, and
FY13. We have budgeted for this expenditure in the Economic Development section of our
Community Development budget.
Economic Development & Public Relations Director: In concert with Commission
Goals, the Economic Development & Public Relations position is now a director-level
position, has been moved out of the City Manager’s department, and moved to its own
division in the Community Development department of the budget. This position is leading
the city’s Economic Development Team to “assist in diversifying our local economy by
creating sustainable, high paying jobs without sacrificing Bozeman’s quality of life.”
GASB Statement 54 Implementation: Along with local governments across the country,
this year the City is required to implement the Governmental Accounting Standards
Board’s (GASB) Statement No 54 – Fund Balance Reporting and Certain Governmental
Fund Types. While this statement has minor implications for the mechanics of budgeting,
we need to revise portions of our Financial Polices. We added a “Spending Policy,” and
revised our “Reserves and Fund Balance” policy, beginning on page 32.
In the past, the spendable portions of fund balances have generally been described as
“reserved” and “unreserved.” The new standard is to describe the spendable portions as
“restricted”, “committed”, “assigned”, and “unassigned.” Definitions of these categories are
included in the Financial Policies section.
To comply with the Statement, we adopted a resolution related to commitments of revenues
and special revenue funds in June 2011.
Solvent Site Active Remediation: The city is awaiting the issuance of the Record of
Decision from the Montana Department of Environmental Quality regarding the clean-up
of the Bozeman Solvent Site. A decades-long effort, we anticipate the Decision being issued
within the next few months. This budget contains approximately $700,000 in planned
expenditures in the Wastewater Fund for active remediation of the Site. This multi-year
remediation project is being undertaken with CVS Pharmacy.
Mandeville Farm Judgment: In December 2009, the Montana Supreme Court ruled
against the City in our appeal of Delaney v. City of Bozeman. At issue was the City’s
purchase of the Mandeville Farm property in 2003. Delaney was awarded $3 Million. The
City and MMIA are working towards a judicial determination as to whether the City or the
MMIA is responsible for the payment. Currently the MMIA has paid the judgment, subject
to a non-waiver provision that could require the City to reimburse the MMIA, if a court
finds the City is obligated. The costs associated with this legal process are estimated to be
$20,000 for FY12 and are included in the Attorney’s Budget. We anticipate a judicial
determination sometime during FY12.
Sewer Plant Construction: Substantial completion of this $54 million project is
City of Bozeman, Montana 11 FY12 Approved Budget
estimated to occur in October 2011. During the past 3 years, we have fully budgeted for the
plant construction, and will utilize carry-over budget authority to complete the project in
FY12. (No additional budgeted expenditures in FY12.)
Water Plant Construction: The slowdown in community growth gave us a bit of
headway in our existing water capacity. As a result, we delayed bid of the Water Plant
project for approximately 12 months. We are now set to open the bids on June 7, 2011
(Tomorrow!) This budget includes $15 million in construction spending on the project,
which is expected to cost $40.1 Million and span 3 fiscal years.
Staffing Levels and Changes
Prior Year’s Reductions: During the course of this extra-ordinary recession, we have
made a concerted effort to balance the needs of the community with our available resources.
The table below shows FY09-FY11 position reductions that have been made in order to
balance staffing levels with workloads, and conserve resources where possible.
Position Reductions—Economic Downturn Number of Full‐Time Equivalent Positions
Building Inspection 6.0 FTE
City Manager's Office 1.0 FTE
Finance Department 1.25 FTE
Fire Department 0.5 FTE
Information Technology 0.12 FTE
Library 0.5 FTE
Planning Department 3.85 FTE
Total Reductions 13.22 Full Time Equivalent Positions
Public Safety Positions (Police & Fire): Prior to the recession, in November 2007, local
voters approved increasing our tax levy to add staff to both the Police and Fire
Departments. FY11 marked the final year of adding Police Officers funded by the Levy.
We have budgeted for, and continue to strive to fill all of the authorized positions in FY12.
The levy also approved funding three Battalion Chief positions within the Fire Department,
as a result of adding a third Fire Station to the City. After careful consideration and
operation of the three stations for nearly two years, we have decided to not hire the
Battalion Chief positions in the coming year. We will analyze the need for these positions
going forward but will not be levying taxpayers to fund the positions in FY12.
In addition to delaying the hiring of Battalion Chiefs, this budget recommends re-allocating
duties and eliminating positions related to the Code Enforcement Officer in the Planning
Department, and the Recreation Superintendent in the Recreation Department.
City of Bozeman, Montana 12 FY12 Approved Budget
Recommended Staffing Changes for FY12 Number of Full‐
Time Equivalent
Positions
Planning ‐ Code Enforcement Officer (1.0) FTE
Recreation ‐ Recreation Superintendent (1.0) FTE
Net Change (2.0) FTE
The General Fund: The City’s General Fund supports the majority of administration,
public safety and public welfare operations. It’s most significant source of revenue comes
from local property taxes. As a result, the General Fund’s operating budget and fund
balance are critically important to the financial health of the City.
This year’s General Fund budget totals $23.8 Million in expenditures, in the following
areas:
General Fund FY12 Budget
Commission $152,466.00
City Manager/Administration 828,516.00
Courts 623,850.00
Attorney 734,555.00
Finance 823,492.00
Facilities 1,416,600.00
Information Technology 982,986.00
Police 7,034,664.00
Fire 4,938,421.00
Public Services/Streets 235,852.00
Cemetery 509,295.00
Parks 1,177,817.00
Library 1,651,893.00
Recreation 1,286,550.00
Community Development 370,605.00
Other 1,078,891.00
TOTAL Expenditures $23,846,453.00
City of Bozeman, Montana 13 FY12 Approved Budget
As shown in the above graph, Police and Fire services comprise over 50% of the General
Fund’s spending. Funding for the Library is the next largest department (7%), followed by
Facilities Maintenance (6%).
General Fund Unreserved Fund Balance: The City’s Charter requires an
established minimum level of General Fund Unreserved Fund Balance, in accordance with
the Government Finance Officers’ Association (GFOA) Best Practices. The GFOA
significantly changed their Best Practice Recommendation in October 2009. As a result, in
May 2010, the Commission increased the required minimum from 12% to 16 2/3%. Under
the new GASB 54 requirements, this minimum level becomes a part of the General Fund’s
“Assigned” Fund Balance.
General Fund Concerns:
• Property Tax Levy: As was done last year, this budget continues to utilize one-time
cash (vacancy savings and grant revenue) to lower the property tax levy. While this
is often a very prudent use of resources, it is important to note that it is not expected
to be available to lower the levy in future years.
• General Fund Reserve Levels: The Commission has expressed a desire to spend
cash savings (amounts above the minimum general fund reserve requirement) to
lower the property tax levy (lower property tax revenues.) The effect of this is to
also lower the required amount of cash reserve, since reserves are calculated based
on the total annual revenues. When money is no longer available to “buy down” the
Commission
1%City Manager
3%
Courts
3%
Attorney
3%Finance
3%
Facilities
6%
Information
Technology
4%
Police
29%
Fire
21%
Public
Services/Streets
1%
Cemetery
2%
Parks
5%
Library
7%
Recreation
5%
Other
5%
FY12 General Fund Budget
Commission
City Manager/Administration
Courts
Attorney
Finance
Facilities
Information Technology
Police
Fire
Public Services/Streets
Cemetery
Parks
City of Bozeman, Montana 14 FY12 Approved Budget
tax levy, we will also be required to increase our amount of reserves. For example,
using $500,000 of vacancy savings to lower property taxes, also lowers our cash
reserve requirement by $83,335 (16.67% of $500,000.) At the time the vacancy
savings is no longer available, we will also need to increase our cash reserves.
• Capital Funding: We are making headway with significant capital projects outside
of the general fund. However, we continue to make cuts to general fund capital
expenditures when it comes time to balance the budget, especially at the point of
Preliminary Budget. Even though we increased our general fund capital
expenditures compared to last year, we fell short of budgeting our Capital
Improvement Plan goal of 5% of general fund revenues. This budget spends
approximately 3.3% of the general fund resources on capital projects, roughly
$800,000. It makes an assignment of dollars, but does not budget for the Bogert
Pool Shell Project ($382,000). The Capital Plan for next year calls for $1,350,000 in
capital spending; and, $1,550,000 in FY14. We are uncertain as to how we’ll be able
to fund that level of capital, given our current track-record.
Additional Debt: We anticipate borrowing $1.3 Million for the Reconstruction of South
8th Avenue, and approximately $150,000 for the related Special Improvement District bonds
for adjacent property owners.
While the new Water Treatment Plant will require substantial borrowing through
completion (estimated $20M total), we don’t anticipate needing to borrow funds in FY12.
We will complete loan documents in FY12 and likely begin borrowing in FY13. This
borrowing will be secured by water-system rate-payers.
Mill Levy Comparisons
Given the City’s measures to return budget savings to the taxpayers, our levy has dropped
to 7th for comparable communities in our state. The table below shows the city tax levy for
a number of communities in Montana.
City 2010 Census
Populations
FY2011 Mills Levy Rank As a % of Bozeman
Levy
Missoula 66,788 225.56 1 134%
Havre 9,310 219.85 2 130%
Livingston 7,044 210.83 3 125%
Great Falls 58,505 173.10 4 103%
Billings 104,170 171.42 5 102%
Kalispell 19,927 170.34 6 101%
Bozeman 37,280 168.75 7 100%
Belgrade 7,389 152.58 8 90%
Helena 28,190 150.69 9 89%
Whitefish* 6,357 105.28 10 62%
West Yellowstone* 1,271 88.49 11 52%
City of Bozeman, Montana 15 FY12 Approved Budget
West Yellowstone and Whitefish both utilize Local Option Resort Taxes as an alternative or
supplement to property taxes, which the City of Bozeman is currently prohibited from by
state law.
Residential City Property Taxes for FY10, FY11 and FY12
At the time voters approved the increase in tax levies for Police & Fire positions, the city’s
tax levy was 154.18 mills. Adding the approved 30 mills, which were to gradually increased
to a total of 30 mills by FY11, would leave taxpayers with an estimated mill levy of 184
mills. The City’s total tax levy has never reached this level, and has been substantially
lower than the maximum allowed by law, due to the following items:
• The City did not immediately utilize the full amount of the 12 Mill Fire Department
Staffing Increase due to award of a $948,825 SAFER Grant; that levy will increase
to its maximum level in FY13, upon full expiration of the 4-year grant.
• The City’s FY10 city tax levy was adopted at 170.19 Mills. This was a decrease of
0.97 mills from the prior year. Although the SAFER grant for the year was
declining, we credited approximately $510,000 of Police and Fire vacancy savings
and mid-year budget cuts, and temporary equipment reductions to reducing the levy
in FY10 by 7.44 mills.
• For FY11, we reduced the adopted levy for the FY11 Safer Grant and Battalion
Chief positions, 911 related mills, and an additional $578,990 (7.16 mills.) This
resulted in a tax levy of 168.75 mills, over 29 mills ($2.3 Million) lower than our
statutory limit.
• For FY12, we reduced the adopted levy for the FY12 Safer Grant and Battalion
Chief positions, 911 related mills, and an additional $684,976 (8.34 mills.) This
resulting tax levy of 166.75 mills is 29.87 mills ($2.5 Million) lower than our
statutory limit.
For the FY12 tax year, the City is levying a total of 166.75 mills.
Assessed Market
Value
FY10
Taxable
Value
FY10 City
Tax Levy =
170.19
FY11
Taxable
Value
FY11 City
Tax Levy =
168.75
FY12
Estimated
Taxable
Value
FY12
Estimated
City Tax
Levy =
166.75 mills
Median Home ~
$94,000
$2,754 $469 $2,651 $447 $2,651 $442
$150,000 $4,395 $748 $4,230 $714 $4,230 $705
$200,000 $5,860 $997 $5,640 $952 $5,640 $940
The median home “assessed market value” represents the value on the tax roll for a home
within the Bozeman city limits. This is the value of the property after the “homestead
exemption” is applied. Median simply means that half of the homes in the city have a
higher value and half have a lower value. The median value taxable value is estimated at
City of Bozeman, Montana 16 FY12 Approved Budget
last year’s level. We anticipate receiving an updated median value from the County
Treasurer’s Office this summer.
General Taxes - Cost per Mill
For FY12, the value of one mill increased 2.1% to $82,062 (revised 9/2011.) Taxable values
for the city have had an average annual increase of 5.4% for the past 5 years; although the
most recent two years have seen increases of 2.7% and 2.1% respectively.
City residents living in the median residential home will pay approx $2.65 for each mill the
city levies. In FY12, that is estimated to total $442 in annual property taxes on the median
home. This is a decrease of $5 compared to last year, and is $79.15 (29.87 mills) lower that
our statutory maximum tax rate.
City-wide Street and Tree Maintenance Assessments
City property owners pay annual street and tree assessments based on the square footage
of the lot they own. These assessments are the major funding for Street Maintenance and
Forestry Divisions. With the Commission’s focused goal of addressing deferred
maintenance, we are recommending a substantial increase to the Street Maintenance
Assessment. The recommended budget is based on a 18% increase in the Street
assessment, resulting in an annual assessment of $106.44 for the average sized lot. This
increase will fund the following:
• Continued increase to Curb Replacement Fund (2%)
• Debt Service Payments for the Reconstruction of South 8th Avenue (7%)
• Establishment of a Street Reconstruction Fund (6%, ~$156,000 annually)
• Increase in Operating Budget (3%)
The budget recommends no increase to the Tree Maintenance Assessment maintaining an
annual assessment of $16.86 for the average sized city lot.
Combined, the annual increase over the previous year is $17.74 for owners of an averaged
sized lot in the city.
Lot Size
FY10 Approved
2% Streets & 0% Trees
FY11 Approved
5% Streets & 4% Trees
FY12 Approved
18% Streets & 0% Trees
Small= 5,000 sq ft. Streets—$56.31 Streets—$59.12 Streets—$69.76
Trees—$10.81 Trees—$11.24 Trees—$11.24
Average = 7,500 sq ft. Streets—$84.48 Streets—$88.70 Streets—$104.67
Trees—$16.22 Trees—$16.86 Trees—$16.86
Large = 10,000 sq ft. Streets—$112.64 Streets—$118.27 Streets—$139.56
Trees—$21.63 Trees—$22.50 Trees—$22.50
City of Bozeman, Montana 17 FY12 Approved Budget
Water & Sewer Rates
City property owners are by-and-large required to utilize the city’s water and sewer
treatment systems. The adopted facility plans outline large capital projects will need to be
funded in the coming years.
With the near-completion of the Water Reclamation Facility construction, and the
beginning of the Water Treatment Plant construction, we have updated our 5-year study of
both Water and Sewer Rates. We will be presented this detailed analysis to the
Commission during the summer, for decision making on rate changes effective September
1, 2011. As with the Street system, we have developed a recommendation that aggressively
addresses the issue of deferred pipe maintenance. We have also developed rates that
would continue to fund pipe maintenance at currently approved Capital Improvement Plan
level, which is what has been incorporated into the FY12 Recommended Budget.
Approved Rate Increase Amount Dedicated to
Deferred Maintenance
Water Rates Sewer Rates
To Fund Current Operations,
Capital & Address Deferred
Maintenance over 20 years.
~$900,000/year 4.5% each year, for
the next 5 years
6% each year, for
the next 5 years
For FY12, a residential customer utilizing 10 hundred cubic feet of water each month, will
see an estimated combined monthly increase for these services of $4.00/month, or $48.00
per year, and will aggressively addressing the system’s deferred pipe maintenance.
Because of our inclined-block rate schedules for water services, the increase that residents
experience will relate to their individual patterns of water usage (peaks, etc.)
Average
Residential
Customer
FY10 Monthly Bill
3.2% Increase Water
10.2% Increase Sewer
FY11 Monthly Bill
3.2% Increase Water
10.2% Increase Sewer
Approved
FY12 Monthly Bill
4.5% Increase Water
6% Increase Sewer
Water $35.64 per month $36.78 per month $38.43 per month
Sewer $35.57 per month $39.20 per month $41.55 per month
Total $71.21 per month $75.98 per month $79.98 per month
Capital Improvements and their Impact on our Operating Budget
The City annually prepares a 5 Year Capital Improvement Plan (CIP), most recently
adopted this past January. The items that are scheduled in that plan each spring become
the starting point for budget requests at budget development time. This year, capital
expenditures total over $21 Million. These purchases will have varying effects on our
operations this year and into the future. See page 188 for a listing of approved capital
improvement items.
• The largest expenditure is $15 Million for construction of the Water Treatment Plant
City of Bozeman, Montana 18 FY12 Approved Budget
City of Bozeman, Montana 19 FY12 Approved Budget
COMMUNITY, DEMOGRAPHIC, AND STATISTICAL INFORMATION
___________________________________________________________
The City of Bozeman is located on the eastern slope of the Rocky Mountains and is the county seat of Gallatin
County, Montana. Gallatin County encompasses over 2,500 square miles, bordering Yellowstone National Park to
its south. The City encompasses an area over 18 square miles, with its next‐closest municipality being the City of
Belgrade, approximately 7 miles from our outermost boundary. Bozeman is located 143 miles west of Billings and
200 miles east of Missoula.
Bozeman is the fifth largest city in the state. It is the principal city of the
Bozeman micro‐politan area, which consists of all of Gallatin County. The city
is named after John M. Bozeman, founder of the Bozeman Trail. Located in
the fastest‐growing county in the state, Bozeman was elected an All‐America
City in 2001 by the National Civic League. Bozeman residents are known as
Bozeman‐ites.
Bozeman is home to Montana State University ‐ Bozeman, and the fighting
Bobcats. The local newspaper is the Bozeman Daily Chronicle, and the city is
served by Gallatin Field Airport.
Below are a number of US Census Bureau facts for Bozeman and the State of
Montana.
People QuickFacts Source: US Census Bureau Bozeman Montana Bozeman as %
of Montana
Data
Population, 2010 census 37,280 989,415 3.8%
Population, 2006 estimate 35,061944,632 3.7%
Population, 2000 estimate 27,509 902,195 3.0%
Population, 1990 estimate 22,620799,065 2.8%
Population, percent change, April 1, 2000 to July 1,
2006
26.5%4.7% 563.8%
Population, 2000 27,509902,195 3.0%
Persons under 5 years old, percent, 2000 5.0%6.1% 82.0%
Persons under 18 years old, percent, 2000 16.0%25.5% 62.7%
Persons 65 years old and over, percent, 2000 8.0%13.4% 59.7%
Female persons, percent, 2000 47.4%50.2% 94.4%
White persons, percent, 2000 (a) 94.7%90.6% 104.5%
Black persons, percent, 2000 (a) 0.3%0.3% 100.0%
American Indian and Alaska Native persons, %, 2000 1.2%6.2% 19.4%
Asian persons, percent, 2000 (a) 1.6%0.5% 320.0%
Native Hawaiian and Other Pacific Islander, %, 2000 0.1%0.1% 100.0%
Persons reporting two or more races, percent, 2000 1.5%1.7% 88.2%
Persons of Hispanic or Latino origin, percent, 2000 (b) 1.6%2.0% 80.0%
Living in same house in 1995 and 2000, % 5 yrs old & 29.3%53.6% 54.7%
City of Bozeman, Montana 20 FY12 Approved Budget
over
Foreign born persons, percent, 2000 3.7%1.8% 205.6%
Language other than English spoken at home, % age
5+
7.1%5.2% 136.5%
High school graduates, % of persons age 25+, 2000 94.3%87.2% 108.1%
Bachelor's degree or higher, % of persons age 25+,
2000
49.5%24.4% 202.9%
Mean travel time to work (min), workers age 16+, 2000 13.9 17.7 78.5%
Population: Bozeman’s population has been growing steadily since 2000. The rate of population
increase is estimated to have peaked in 2005 at 5.7% annual growth. The official 2010 census puts
Bozeman’s population count below the Census estimates of 2007, 2008, 2009, an indication of how
difficult it can be to estimate the population changes of relatively fast‐growing communities. A total
citizenry of 37,280 for 2010 indicates a total 32.8% increase since the year 2000. Source: US Census
Bureau
Year Actual*/
Estimated
Population
Bozeman's Estimated Annual
% Change in Population
Accumulated %
Growth Since 2000
2000* 28,083 n/a -
2001 28,917 3.0%3.0%
2002 30,018 3.8%6.9%
2003 31,545 5.1%12.3%
2004 33,269 5.5%18.5%
2005 34,698 4.3%23.6%
2006 36,668 5.7%30.6%
2007 37,643 2.7%34.0%
2008 39,004 3.6%38.9%
2009 39,282 0.7%39.9%
2010* 37,280 -5.1%32.8%
28,083 28,917 30,018 31,545 33,269 34,698 36,668 37,643 39,004 39,282 37,280
‐
10,000
20,000
30,000
40,000
50,000
20002001200220032004200520062007200820092010
Bozeman Population, Est.
US Census Bureau
City of Bozeman, Montana 21 FY12 Approved Budget
The US Census Bureau accumulates and reports various business data for Bozeman. Below are a
number of their Business Quick Facts for both the City of Bozeman and the State of Montana, as a
whole. The most recent information of this type is from 2002.
Business QuickFacts Source: US Census Bureau
Bozeman
Montana
Bozeman as
% of
Montana
Data
Wholesale trade sales, 2002 ($1000) 280,694 7,223,420 3.9%
Retail sales, 2002 ($1000) 679,84610,122,625 6.7%
Retail sales per capita, 2002 $23,035 $11,119 207.2%
Accommodation and foodservices sales, 2002 ($1000) 92,9261,537,986 6.0%
Total number of firms, 2002 4,833 100,402 4.8%
Black-owned firms, percent, 2002 <1000.2% n/a
American Indian and Alaska Native owned firms, percent, 2002 <100 2.0% n/a
Asian-owned firms, percent, 2002 <1000.5% n/a
Hispanic-owned firms, percent, 2002 <100 1.0% n/a
Native Hawaiian and Other Pacific Islander owned firms, %, 2002 <100<0.05% n/a
Women-owned firms, percent, 2002 21.7%24.4%
Private Employers: The Montana Department of Labor and Industry reports the following largest
private employers within the City’s boundaries.
Employer Employee Size Employer Employee Size
Bozeman Deaconess
Hospital
500‐999 Employees Right Now
Technologies
250‐499 Employees
Wal‐Mart 250‐499 Employees Albertson’s 100‐249 Employees
Bozeman Daily
Chronicle
100‐249 Employees Community Food Co‐
Op
100‐249 Employees
Costco 100‐249 Employees First Security Bank 100‐249 Employees
Murdoch’s Ranch &
Home Supply
100‐249 Employees Kenyon Noble Lumber
& Hardware
250‐499 Employees
Lowes 100‐249 Employees Martel Construction 100‐249 Employees
McDonalds 100‐249 Employees Ressler Chevrolet 100‐249 Employees
Ridge Athletic Club 100‐249 Employees Town Pump 100‐249 Employees
Rosauers
Supermarket
100‐249 Employees Simkins‐Hallin Lumber 100‐249 Employees
City of Bozeman, Montana 22 FY12 Approved Budget
Public Employers: The Montana Department of Labor and Industry reports the following largest public
employers within the City’s boundaries, one of which is the City.
Employer Employee Size Employer Employee Size
Montana State
University
1,000+ Employees School District #7 500‐999 Employees
City of Bozeman 250‐499 Employees Gallatin County 100‐249 Employees
Principal Tax Payers: The annual certified valuation of taxable real and personal property is completed
by the Montana Department of Revenue and transmitted to the City each August. For fall of 2011, the
top taxpayers within the City were as follows. These ten taxpayers comprised a total of 9.85% of our
property tax base.
Top Ten Property Taxpayers
Name Rank Total Taxable Value As a % of City
as a whole
Northwestern Energy 1 3,102,385 3.78%
Qwest Corporation 2 1,117,377 1.36%
Bresnan Communications 3 1,053,442 1.28%
Cello Partnership 4 582,609 0.71%
Harry Daum 5 515,630 0.63%
Wal Mart Stores 6 374,454 0.46%
Stone Ridge Partners 7 362,604 0.44%
Bridger Peaks Holdings 8 328,509 0.40%
Highgate Bozeman 9 325,730 0.40%
BVVI/HJSI Bozeman 10 319,807 0.39%
Total $ 8,082,547.00 9.85%
City of Bozeman, Montana 23 FY12 Approved Budget
CORE VALUES
___________________________________________________________
The City’s core values were adopted in 2005 by City Commission Resolution No. 3832. They were
developed through extensive discussion the City Manager had with staff groups from all departments,
including department directors. These core values are what create the culture of our organization.
Integrity
Be honest, hardworking, reliable and
accountable to the public.
Leadership
Take initiative, lead by example, and
be open to innovative ideas.
Service
Work unselfishly for our community and its citizens.
Teamwork
Respect others, welcome citizen involvement,
and work together to achieve the best result.
City of Bozeman, Montana 24 FY12 Approved Budget
VISION, MISSION, AND GOALS
___________________________________________________________
Vision: Bozeman, Montana: The most livable place.
Mission: To enhance the quality of life through excellence in public service.
Goals:
1. Encourage and promote opportunities for citizenship.
2. Provide and communicate quality customer service.
3. Build a strong team of staff, elected officials and citizens.
4. Anticipate future service demands and resource deficiencies and
be proactive in addressing them.
5. Develop a visually appealing and culturally rich community.
6. Commit to a strong financial position.
7. Provide excellent and equitable public services which are
responsive to the community within available resources
City of Bozeman, Montana 25 FY12 Approved Budget
ADOPTED WORK PLAN FOR 20112012
___________________________________________________________
Policy Initiatives – Adopted at the Commission Meeting held April 11, 2011
1. Enhance Downtown Development Opportunities
a) Conduct a "Full cost & benefit study: social, economic & traffic considerations for one‐way conversion to
2‐way, shared lanes, streetscape improvements and truck route modifications" as recommended by the
Downtown Plan.
b) Amend the UDO to eliminate or reduce parkland dedication requirements for downtown development
and other high intensity mixed uses
c) Facilitate development of a downtown hotel as identified in the downtown development plan
2. Implement the adopted economic development plan
a) Ongoing Financial Commitment to Economic Development
b) Commitment to a business‐friendly process with a focus on retention and expansion of existing local
businesses
• Expand Planning Director administrative approvals
• Exempt small projects based on specific criteria (i.e. COAs)
• Implement over the counter approvals
• Simplify reuse application process
• Evaluate options for efficient re‐platting of subdivisions
• Reduce conditional uses
• Implement administrative deviation and alternative compliance processes
• Revise Workforce Housing standards and process
• Consolidate regulatory structure of zone district standards and overlay zone guidelines (entryway
corridor design standards)
• Evaluate approaches for conversion of condominium lots to townhome lots
c) Stabilize existing local incubators and create a full service business incubator program to achieve a healthy
business ecosystem
• Exploring means of stabilizing the only local business incubator, TechRanch.
d) Workforce Development
• Approve 2012 and 2013 fiscal year budgets that includes 1.5 mills for Gallatin College programs
e) Mandeville Farm
3. Adopt plans to address deferred infrastructure maintenance
a) Water distribution system – 20 year strategy to eliminate deferred maintenance
b) Waste water collection system – 20 year strategy to eliminate deferred maintenance
c) Street System – 15 year strategy to eliminate differed maintenance
• Curb replacement/ADA ramps
• Storm Water
• Sidewalks/trails
• Streets
d) Facilities
• Police Station/Municipal Court
• Lindley Center
• Park Bathrooms
• Story Mansion
• Bogert Pool
• Swim Center
e) Adopt responsible funding plans to pay for a, b, c, d
City of Bozeman, Montana 26 FY12 Approved Budget
(1) Street Assessments
(2) Urban Funds
(3) Improvement districts
(4) Gas tax
(5) Utility rates
(6) Bond issue
(7) General funds
(8) Grants
(9) Loans
4. Develop an Integrated Water Resource Plan that:
a) Define the need for action
b) Identify issues that surround planning for prospective new sources of supply
c) Develop a work Plan
d) Develop a strategy to purchase additional water rights
(1) Purchased 83 acre feet of water rights over the past several months.
(2) Share holders in the reservoir company have offered to sell the city 90 acre‐feet of water rights.
This purchase would take more resources than we have available in our cash in lieu fund,
therefore,
(3) Consider developing a reliable source of funds to purchase or lease water rights from share
holders who are willing to sell.
2nd Tier Initiatives
5. Creation of a storm water utility
6. Implementation of the community climate action plan
7. Amend the sign code
a) Investigate eliminating a re‐use permit triggering compliance of signs that are not changed.
b) Investigate the triggers necessitating sign compliance with current requirements.
c) Investigate monument sign with moveable lettering and how these fit into the sign ordnance.
d) Investigate how to exempt signs with a historical use from the sign code.
8. Mayor’s “state of the city”
a) Change zoning for mobile home park
b) Suspend workforce housing replace with Up to $50k for down payment assistant
c) Temporarily reduce the transportation impact fee
d) Accelerate sidewalk ramp replacement program
e) Review density requirements
9. Buy Local Initiative
10. City & state could partner on right of way purchases and park development along Bozeman Creek.
11. Distracted driver ordinance
12. Parking Plan for senior center
13. LED lighting
14. Recreation & Park board periodically review policies regarding dogs every other year
City of Bozeman, Montana 27 FY12 Approved Budget
PLANNING PROCESSES
___________________________________________________________
The City plans for the long‐term needs of our community through a number of efforts and studies.
These documents are usually developed by consultants and staff, with numerous public hearings and
advisory board meetings prior to their formal adoption by the Commission. Once adopted, we work
diligently to implement the recommendations and changes outlined in the plans. Here IS the status of
our primary long‐range planning documents:
Plans for Service Provision, Facility Expansion & Maintenance:
1. Bozeman Community Plan—Adopted 2010.
2. Bozeman Area Transportation Plan—Adopted 2010.
3. Police Services Facility & Staffing Plan—adopted 2007, implementing.
4. Fire Services Master Plan— adopted 2006, implementing.
5. Wastewater Facility Plan—adopted 2006, implementing.
6. Water Facility Plan—adopted 2006, implementing.
7. Storm water Facility Plan—presented February 2008, adoption pending.
8. Parks, Recreation, Open Space, and Trails Plan—Adopted 2007, implementing.
9. Municipal Climate Action Plan—Adopted 2008, implementing.
10. Economic Development Plan—Adopted 2010, implementing.
11. Downtown Improvement Plan—Adopted 2010., implementing.
Plans for Facility Maintenance:
1. Aquatics Facility Survey for Swim Center & Bogert Park Pool—July 2008.
2. City Facility Assessments—2008.
Financial Plans:
1. Annual Budget—Adopted each August.
2. Capital Improvements Plan ‐ Updated & adopted each year; most recently Jan. 2011
3. Water Rate Study (5 Years) – Updated for FY12‐FY16, adoption pending.
4. Wastewater Rate Study (5 Years) – Updated for FY12‐FY16, adoption pending.
5. Impact Fee Studies (Water, Sewer, Streets, Fire) ‐ 2007, updates to be completed in FY12.
6. Solid Waste Rate Study – Underway, to be completed in FY12.
City of Bozeman, Montana 28 FY12 Approved Budget
FINANCIAL POLICIES
___________________________________________________________
The overall goal of the city's financial policies is to establish and maintain effective management of the city's
financial resources. Formal policy statements and major objectives provide the foundation for achieving
this goal. Accordingly, this section outlines the policies used in guiding the preparation and management of
the city's overall budget and the major objectives to be accomplished. In addition, the rationale which led
to the establishment of the fiscal policy statements is also identified.
Budget Development & Administration
1. A comprehensive annual budget will be prepared for all funds expended by the city.
State law provides that "no money shall be drawn from the treasury of the municipality nor shall
any obligation for the expenditure of money be incurred except pursuant to the appropriation made by the
commission." Inclusion of all funds in the budget enables the commission, the administration, and the
public to consider all financial aspects of city government when preparing, modifying, and monitoring the
budget, rather than deal with the city's finances on a "piece meal" basis.
2. The budget will be prepared in such a manner as to facilitate its understanding by citizens and elected
officials.
One of the stated purposes of the budget is to present a picture of the city government operations
and intentions for the year to the citizens of Bozeman. Presenting a budget document that is
understandable to the citizens furthers the goal of effectively communicating local government finance
issues to both elected officials and the public.
3. Budgetary emphasis will focus on providing those basic municipal services which provide the
maximum level of services, to the most citizens, in the most cost effective manner, with due
consideration being given to all costs‐‐economic, fiscal, and social.
Adherence to this basic philosophy provides the citizens of Bozeman assurance that its government
and elected officials are responsive to the basic needs of the citizens and that its government is operated in
an economical and efficient manner.
4. The budget will provide for adequate maintenance of capital, plant, and equipment and for their
orderly replacement.
All governments experience prosperous times as well as periods of economic decline. In periods of
economic decline, proper maintenance and replacement of capital, plant, and equipment is generally
postponed or eliminated as a first means of balancing the budget. Recognition of the need for adequate
maintenance and replacement of capital, plant, and equipment, regardless of the economic conditions, will
assist in maintaining the government's equipment and infrastructure in good operating condition.
5. The city will avoid budgetary practices that balance current expenditures at the expense of meeting
future years' expenses.
City of Bozeman, Montana 29 FY12 Approved Budget
Budgetary practices such as postponing capital expenditures, accruing future years' revenues, or
rolling over short‐term debt are budgetary practices which can solve short‐term financial problems,
however, they can create much larger financial problems for future administrations and commissions.
Avoidance of these budgetary practices will assure citizens that current problems are not simply being
delayed to a future year.
6. The city will give highest priority in the use of one‐time revenues to the funding of capital assets
or other non‐recurring expenditures.
Utilizing one‐time revenues to fund on‐going expenditures results in incurring annual
expenditure obligations which may be unfunded in future years. Using one‐time revenues to fund
capital assets or other non‐recurring expenditures better enables future administrations and
commissions to cope with the financial problems when these revenue sources are discontinued, since
these types of expenditures can more easily be eliminated.
7. The city will maintain a budgetary control system to help it adhere to the established budget.
The budget passed by the commission establishes the legal spending limits for the city. A
budgetary control system is essential in order to insure legal compliance with the city's budget.
8. The City will exercise budgetary control (maximum spending authority) through City Commission
approval of appropriation authority for each appropriated budget unit.
Exercising budgetary control for each appropriated budget unit satisfies requirements of state
law. It also assists the commission in monitoring current year operations and acts as an early warning
mechanism when departments deviate in any substantive way from the original budget.
9. Reports comparing actual revenues and expenditures to budgeted amounts will be prepared
monthly.
The city's budget is ineffective without a system to regularly monitor actual spending and
revenue collections with those anticipated at the beginning of the year. Monthly reports comparing
actual revenues and expenditures to budget amounts provide the mechanism for the Commission and
the administration to regularly monitor compliance with the adopted budget.
Revenue Collection
1. The city will seek to maintain a diversified and stable revenue base.
A city dependent upon a few volatile revenue sources is frequently forced to suddenly adjust tax
rates or alter expenditure levels to coincide with revenue collections. Establishment of a diversified and
stable revenue base, however, serves to protect the city from short‐term fluctuations in any one major
revenue source.
2. The city will estimate revenues in a realistic and conservative manner.
Aggressive revenue estimates significantly increase the chances of budgetary shortfalls
City of Bozeman, Montana 30 FY12 Approved Budget
occurring during the year‐‐resulting in either deficit spending or required spending reductions. Realistic
and conservative revenue estimates, on the other hand, will serve to minimize the adverse impact of
revenue shortfalls and will also reduce the need for mid‐year spending reductions.
3. The city will pursue an aggressive policy of collecting revenues.
An aggressive policy of collecting revenues will help to insure the city's revenue estimates are
met, all taxpayers are treated fairly and consistently, and delinquencies are kept to a minimum.
4. The city will aggressively pursue opportunities for Federal or State grant funding.
An aggressive policy of pursuing opportunities for Federal or State grant funding provides citizens
assurance that the city is striving to obtain all state and federal funds to which it is entitled‐‐thereby
reducing dependence upon local taxpayers for the support of local public services.
5. User fees and charges will be used, as opposed to general taxes, when distinct beneficiary populations
or interest groups can be identified.
User fees and charges are preferable to general taxes because user charges can provide clear
demand signals which assist in determining what services to offer, their quantity, and their quality. User
charges are also more equitable, since only those who use the service must pay‐‐thereby eliminating the
subsidy provided by nonusers to users, which is inherent in general tax financing.
6. User fees will be collected only if it is cost‐effective and administratively feasible to do so.
User fees are often times costly to administer. Prior to establishing user fees, the costs to establish
and administer the fees will be considered in order to provide assurance that the city's collection
mechanisms are being operated in an efficient manner.
Expenditures and Payments
1. On‐going expenditures will be limited to levels which can be supported by current revenues.
Utilization of reserves to fund on‐going expenditures will produce a balanced budget, however, this
practice will eventually cause severe financial problems. Once reserve levels are depleted, the city would
face elimination of on‐going costs in order to balance the budget. Therefore, the funding of on‐going
expenditures will be limited to current revenues.
2. Minor capital projects or recurring capital projects, which primarily benefit current residents, will be
financed from current revenues.
Minor capital projects or recurring capital projects represent relatively small costs of an on‐going
nature, and therefore, should be financed with current revenues rather than utilizing debt financing. This
policy also reflects the view that those who benefit from a capital project should pay for the project.
3. Major capital projects, which benefit future as well as current residents, will be financed with current
revenues as well as other financing sources (e.g. debt financing).
City of Bozeman, Montana 31 FY12 Approved Budget
This policy reflects the view that those who benefit from a capital project should pay for the
project.
4. Major capital projects, which benefit future residents, will be financed with other financing sources
(e.g. debt financing).
Major capital projects represent large expenditures of a non‐recurring nature which primarily
benefit future residents. Debt financing provides a means of generating sufficient funds to pay for the costs
of major projects. Debt financing also enables the costs of the project to be supported by those who
benefit from the project, since debt service payments will be funded through charges to future residents.
5. Construction projects and capital purchases of $10,000 or more will be included in the Capital
Improvement Plan (CIP); minor capital outlays of less than $10,000 will be included in the regular
operating budget.
The Capital Improvement Plan (CIP) differentiates the financing of high cost long‐lived physical
improvements from low cost "consumable" equipment items contained in the operating budget. CIP items
may be funded through debt financing or current revenues while operating budget items are annual or
routine in nature and should only be financed from current revenues.
6. Spending Policy: The City will spend its resources in the following order. Resources will be categorized
according to Generally Accepted Accounting Principles (GAAP) for state and local governments, with the
following general definitions:
• Restricted ‐‐ Amounts constrained to specific purposes by their providers (such as grantors,
bondholders, and higher levels of government) through constitutional provisions or by enabling
legislation.
• Committed ‐‐ Amounts constrained to specific purposes by the City Commission; to be reported
as committed, amounts cannot be used for any other purpose unless the City Commission takes
action to remove or change the constraint.
• Assigned ‐‐ Amounts the City intends to use for a specific purpose; intent can be expressed by
the Commission or by an official or body to which the Commission delegates the authority. The
City Commission delegates this authority to the City Manager.
• Unassigned ‐‐ Amounts that are available for any purpose; these amounts are reported only in
the General Fund.
When both restricted and unrestricted resources are available, spending will occur in the following order,
for the identified fund types:
Fund Type Order of Spending
General Fund 1. Restricted
2. Committed
3. Assigned
4. Unassigned
City of Bozeman, Montana 32 FY12 Approved Budget
The City Commission and the City Manager, individually, have the authority to
express assignments in the General Fund.
Special Revenue
Funds
1. Restricted
2. Committed
3. Assigned
The City Commission and the City Manager, individually, have the authority to
express assignments in Special Revenue Funds.
Debt Service
Funds
1. Assigned
2. Committed
3. Restricted
The City Commission and the City Manager, individually, have the authority to
express assignments in Debt Service Funds.
Capital Projects
Funds
1. Restricted
2. Committed
3. Assigned
The City Commission and the City Manager, individually, have the authority to
express assignments in Capital Project Funds.
Debt Administration
1. The City will limit long‐term debt to capital improvements which cannot be financed from current
revenues.
Incurring long‐term debt serves to obligate future taxpayers. Excess reliance on long‐term debt can
cause debt levels to reach or exceed the government's ability to pay. Therefore, conscientious use of long‐
term debt will provide assurance that future residents will be able service the debt obligations left by
former residents.
2. The city will repay borrowed funds, used for capital projects, within a period not to exceed the
expected useful life of the project.
This policy reflects the view that those residents who benefit from a project should pay for the
project. Adherence to this policy will also help prevent the government from over‐extending itself with
regard to the incurrence of future debt.
3. The city will not use long‐term debt for financing current operations.
This policy reflects the view that those residents who benefit from a service should pay for the
service. Utilization of long‐term debt to support current operations would result in future residents
supporting services provided to current residents.
4. The City of Bozeman will adhere to a policy of full public disclosure with regard to the issuance of debt.
Full public disclosure with regard to the issuance of debt provides assurance that the incurrence of
City of Bozeman, Montana 33 FY12 Approved Budget
debt, for which the public is responsible, is based upon a genuine need and is consistent with underwriters
guidelines.
Reserves and Fund Balances
1. Reserves and Fund Balances will be properly designated into the following categories:
• Nonspendable fund balance ‐‐ Amounts that are not in a spendable form (such as inventory) or
are required to be maintained intact (such as the corpus of an endowment fund).
• Restricted fund balance ‐‐ Amounts constrained to specific purposes by their providers (such as
grantors, bondholders, and higher levels of government) through constitutional provisions or by
enabling legislation.
• Committed fund balance ‐‐ Amounts constrained to specific purposes by the City Commission; to
be reported as committed, amounts cannot be used for any other purpose unless the City
Commission takes action to remove or change the constraint.
• Assigned fund balance ‐‐ Amounts the City intends to use for a specific purpose; intent can be
expressed by the Commission or by an official or body to which the Commission delegates the
authority.
• Unassigned fund balance ‐‐ Amounts that are available for any purpose; these amounts are
reported only in the General Fund.
2 . A minimum level of general fund reserve equal to 16.67% of annual revenues will be maintained by
the city. This reserve is committed to be used for: cash flow purposes, accrued employee payroll benefits
which are not shown as a liability, unanticipated equipment acquisition and replacement, and to enable
the city to meet unexpected expenditure demands or revenue shortfalls.
Property taxes represent the city's primary source of general fund revenue. Property taxes are
collected in November and May of each fiscal year. Since the City's fiscal year begins on July 1st, the city
must maintain an adequate cash balance in order to meet its expenditure obligations between July 1st and
the commencement of the collection of property taxes in November.
Accrued employee payroll benefits represent a bona fide obligation of the city. The city will
maintain sufficient reserves to meet its annual expenditure obligations.
The city recognizes the need to maintain adequate equipment in order to carry out required public
services. Equipment acquisition and replacement represent on‐going costs of a relatively minor nature, as
compared to major capital purchases. We plan for equipment replacement within our Capital Improvement
Program. However, unforeseen equipment problems will arise. The reserve will provide resources for the
immediate, unanticipated replacement of critical equipment.
The city is subject to revenue shortfalls and unexpected expenditure demands during the fiscal
year. An undesignated general fund reserve will be maintained to be able to offset these revenue shortfalls
or meet unexpected demands occurring during the year, without suddenly adjusting tax rates or reducing
expenditures.
City of Bozeman, Montana 34 FY12 Approved Budget
Financial Reporting & Accounting
1. The City will manage and account for its financial activity in accordance with Generally Accepted
Accounting Principles (GAAP), as set forth by the Governmental Accounting Standards Board (GASB).
GASB is recognized as the authority with respect to governmental accounting. Managing the city's
finances in accordance with GAAP and in accordance with the rules set forth by GASB, provides the
Bozeman citizens assurance that their public funds are being accounted for in a proper manner.
2. The city will maintain its accounting records for general governmental operations on a modified
accrual basis, with revenues recorded when available and measurable, and expenditures recorded when
services or goods are received and liabilities incurred. Accounting records for proprietary fund types and
similar trust funds will be maintained on an accrual basis, with all revenues recorded when earned and
expenses recorded at the time liabilities are incurred, without regard to receipt or payment of cash.
Adherence to this policy will enable the city to prepare its financial statements in accordance with
Generally Accepted Accounting Principles as set forth by the Governmental Accounting Standards Board.
3. The City of Bozeman will prepare a Comprehensive Annual Financial Report (CAFR) in conformity with
Generally Accepted Accounting Principles (GAAP). The report will be made available to the general
public. The CAFR shall be prepared in accordance with the standards established by the GFOA for the
Certificate of Achievement for Excellence in Financial Reporting Program
The Certificate of Achievement represents a significant accomplishment for a government and its
financial management. The program encourages governments to prepare and publish an easily readable
and understandable comprehensive annual financial report covering all funds and financial transactions of
the government during the year. The CAFR provides users with a wide variety of information useful in
evaluating the financial condition of a government. The program also encourages continued improvement
in the city's financial reporting practices.
4. The city will ensure the conduct of timely, effective, and annual audit coverage of all financial records
in compliance the Local, State, and Federal law.
Audits of the city's financial records provide the public assurance that its funds are being expended
in accordance with Local, State, and Federal law and in accordance with 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.
5. The City of Bozeman will maintain a policy of full and open public disclosure of all financial activity.
Full and open public disclosure of all financial activity provides the public with assurance that its
elected officials and administrators communicate fully all financial matters affecting the public.
6. The modified accrual basis of accounting and budgeting is used for the Governmental Funds. Under
the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, i.e., both
measurable and available. Available means collectible within the current period or soon enough
thereafter to be used to pay liabilities of the current period. Expenditures are recorded when the related
City of Bozeman, Montana 35 FY12 Approved Budget
liability is incurred. Employee compensated absences and principal and interest on long‐term debt
expenditures are recorded when due in the current period. The accrual basis of accounting is used for
Proprietary Funds. Under this method, revenues are recorded when earned and expenses are recorded
when the related liability is incurred. For Budget preparation and presentation, the Proprietary Funds’
expenses are converted to expenditures and follow the same budget format as the Government Fund
types. Capital outlays in the Enterprise Funds are presented as expenses for budget basis, but are
recorded as assets along with associated depreciation expense on the GAAP basis. Debt service principal
payments in the Enterprise Funds are accounted for as expenses for budget purposes, but are reported as
reduction of long‐term debt liability on the GAAP basis.
Recording capital outlays as expenditures and principal payments on long‐term debt for budget
purposes, presents a clearer picture of the city’s financial operations, is easier to administer for cash
flow purposes, and is easier for the lay person to understand.
City of Bozeman, Montana 36 FY12 Approved Budget
FINANCIAL STRUCTURE
___________________________________________________________________
To better understand this budget document, a basic understanding of the structure, often‐used terms,
and fund types is helpful.
The city’s operating expenditures are organized in to the following hierarchical categories: Activities
Departments, Divisions, and Budget Units.
Activity: Activity represents the highest level of summarization used in the City’s financial structure.
This level is primarily used for entity‐wide financial reporting and for summarization in this budget
document.
Activities
General Government
Public Safety
Public Service
Public Welfare
Other
Department: Department is the second level of summarization used in the City’s financial structure.
The function classification represents a grouping of related operations and programs aimed at
accomplishing a broad goal or providing a major service.
Division: Department can be further split into divisions which are usually associated with functioning work
groups that have more limited sets of work responsibilities. Their primary purpose is organizational and
budgetary accountability.
Budget Unit: Divisions may be further subdivided into budget units. A budget unit is used to account
for a specific service performed within a division in the pursuit of individual goals and objectives. A
budget unit is aimed at accomplishing a specific service or regulatory program for which a government is
responsible.
For example, to account for the expenses of constructing a new Wastewater Treatment Plant the city
uses the following financial structure:
Activity: Public Service
Department: Wastewater Plant
Division: Operations
Budget Unit: Construction
The following table lists the Department and corresponding divisions within the city for the current
fiscal year.
City of Bozeman, Montana 37 FY12 Approved Budget
Departments Divisions and Budget Units
City Commission City Commission, Special Bodies (Ethics Board)
City Manager Administration, City Clerk, Personnel
Municipal Court Operations
City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim‐
Witness
Finance Administration, Accounting, Treasury
Planning Operations, Subdivision Review, Long‐Range Planning, Annexation,
Code Enforcement, Historical Preservation, Zoning Operations,
Neighborhood Coordinator.
Building Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building, Senior
Center, Library, Fire Station #2, Fire Station #3, Vehicle Maintenance
Shop.
Information Technology Operations, G.I.S
Police Operations, Crime Control & Investigations, DARE, Drug Forfeiture,
Parking, Animal Control
Fire Administration, Operations, Operational Readiness, Fire Prevention,
Hazardous Materials, Disaster & Emergency Services
Building Inspection Operations, Life‐Safety
Parking Administration, Operations, Parking Garage
Public Services
Administration
Administration, Engineering, Snow Removal Enforcement, Weed
Cutting Enforcement, Sidewalk Repair Program, Sidewalk & Curb
Construction, SID Construction
Streets Operations, Maintenance, Construction, Street Lighting, Traffic Signs &
Markers
Water Plant Operations, Construction, Reservoirs
Water Operations Operations, Utility Locates, Water Services, Construction, Meters,
Hydrants, Valves, Repairs
Community Development Grants, Economic Development
Non Departmental Insurance, Contingencies, Transfers Beautification of Bozeman, Band,
Senior Transportation
GO, SID & TIF Bonds, SID Revolving Principal & Interest
USEFUL TERMS
To better assist readers in understanding the budget document, a basic knowledge of the following terms is
useful:
A FUND is a fiscal and accounting entity with a self‐balancing set of accounts recording cash and other
financial resources, together with all related liabilities and residual equities or balances, and changes
therein. Funds are segregated for the purpose of carrying on specific activities or attaining certain
objectives in accordance with special regulations, restrictions, or limitations. Funds in the government
model are classified into three broad categories: governmental, proprietary, and fiduciary.
The most common reason for establishing a fund is to separately account for restricted‐use revenue or to
comply with state or federal law.
City of Bozeman, Montana 38 FY12 Approved Budget
An ACCOUNT is an organizational or budgetary breakdown which is found within city funds. Each
department serves a specific function as a distinct organizational unit of government within the given fund.
Its primary purpose is to facilitate organizational and budgetary accountability.
An OBJECT OF EXPENDITURE refers to specific, detailed expenditure classification. It relates to a specific
type of item purchased or service obtained. Examples of objects of expenditure include salaries, supplies,
contracted service, travel, etc.
The City’s financial operations and fund structure conform 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 services as the
legislative branch, judicial branch, general administration, police, fire, finance, engineering, 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 include: licenses and permits,
intergovernmental revenue, charges for services, fines and forfeitures, interest on investments, operating
transfers, and miscellaneous revenues.
Special Revenue Funds: Special Revenue funds are used to account for the proceeds of specific revenue
sources (other than special assessments, expendable trusts, or for major capital projects) that are legally
restricted to expenditure for specific purposes. Special revenue funds support insurance costs, retirement
costs, planning functions, and other services legally restricted for specific purposes.
Revenue Sources: Special revenue funds are supported either through property taxes or through
grants or other restricted revenue sources. Examples of special revenue funds supported by property taxes
include employee health and comprehensive insurance funds. Examples of special revenue funds
supported by grants or other restricted revenue sources include Community Development Block Grant,
Housing and Urban Development, and Gas Tax Apportionment.
Debt Service Funds: Debt service funds are used to account for the accumulation of resources for, and the
payment of, general long‐term debt principal and interest. Debt Service funds provide financing for the
city's two general obligation bonds‐‐transportation and library facilities.
Revenue Sources: Debt service funds are supported entirely through property taxes and interest
income.
Capital Project Funds: Capital project funds are used to account for financial resources to be used for the
acquisition or construction of major capital facilities (other than those financed by proprietary funds).
City of Bozeman, Montana 39 FY12 Approved Budget
Revenue Sources: Capital project funds are supported by special assessments, long term debt
proceeds, donations, and grants.
PROPRIETARY FUND TYPES
Internal Service Funds: Internal service funds are used to account for the financing of goods or services
provided by one department to other departments on a cost‐reimbursement basis. Internal service funds
account for the city's vehicle maintenance functions.
Revenue Sources: Internal service funds are supported through billings to other departments
based on the sale of goods and the services provided.
Enterprise Funds: Enterprise funds are used to account for operations that are financed and operated in a
manner similar to private business enterprises‐‐where the intent of the governing body is that the costs
(expenses, including depreciation) of providing goods or services to the general public on a continuing basis
be financed or recovered primarily through user charges. Enterprise funds account for the city's water,
waste water, and solid waste services.
Revenue Sources: Enterprise funds are supported through user charges, penalties, and interest
income.
FIDUCIARY FUND TYPES
Trust Funds: Trust funds are used to account for assets held by a governmental unit in a trustee capacity.
These include (a) expendable trust funds, (b) permanent trust funds, and (c) pension trust funds
Revenue Sources: Trust funds are supported by donations and interest income.
City of Bozeman, Montana 40 FY12 Approved Budget
THE BUDGET PROCESS
___________________________________________________________________
The City of Bozeman budget serves several purposes.
• For the citizens of the City of Bozeman, it presents a picture of the city government operations
and intentions for the year.
• For the City Commission, it serves as a policy tool and as an expression of goals and objectives.
• For City Management, it is used as an operating guide and a control mechanism.
State statute provides the “Local Government Budget Act” in MCA 7‐6‐4001. This section of the law was
adopted by the 2001 Legislature to replace the “Municipal Budget Law” and other various sections of code
that related to city finances. The new law: limits the amount of expenditures to approved appropriations,
requires reporting to the State after final budgets and tax levies are adopted, and provides for a detailed
preliminary and final budget adoption within the confines of the state determined property ax assessment
time‐table.
The City's budget encompasses both the operating budget and the capital improvement budget. Each
budget unit includes amounts appropriated for both operating expenses and capital items. The
accompanying narrative explanation for each budget unit provides an explanation of capital items included
in the budget.
BASIS OF BUDGETING
The city’s accounts are organized on the basis of funds, each of which is considered a separate entity. The
operations of each fund are accounted for with a separate set of self‐balancing accounts that comprise its
assets, liabilities, fund equity, revenues and expenditures/expenses.
Governmental funds (the General fund, Special Revenue, Debt Service, and Capital Projects funds), use the
modified accrual basis of budgeting and accounting. Revenues are recognized in the accounting period in
which they become available and measurable. Expenditures are recognized when liabilities are incurred.
Proprietary funds (Enterprise and Internal Service funds) are budgeted on a modified accrual basis which
does not include depreciation or compensated absences. Each fund’s financial statements, which can be
found in the City’s Comprehensive Annual Financial Report (CAFR), are reported on the full accrual basis. In
the accrual basis of accounting, revenues are recognized in the accounting period in which they are earned.
Expenses are recognized in the accounting period in which they occur.
BUDGET DEVELOPMENT PROCESS
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.
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 requests. The Commission also
reviews departmental requests which could not be funded, as an indication of un‐met needs. During or
City of Bozeman, Montana 41 FY12 Approved Budget
following the work sessions, the Commissioners may make adjustments to the proposed budget. Following
any adjustments to the City Manager's budget recommendation, a tentative appropriation ordinance is
prepared and a public hearing is held. The Commission may again make adjustments to the budget
following the public hearing, after which time, the Commission passes the appropriation ordinance in final
form.
Appropriations are established by budget unit. The accounting system, budgeting system, and the budget
document itself, however, break these classes into subclasses‐‐thereby providing more detailed
information. As an example, operating supplies, gas and oil, and subscriptions are all classified as operating
expenses. The accounting and budgeting systems provide detail for these specific sub‐classes. However,
appropriation control is exercised only at the budget unit level.
PERFORMANCE BUDGETING
Beginning with the fiscal year 1998‐99 budget, the City of Bozeman started the development of a
performance budget. The move to a performance budget resulted in a shift in emphasis away from
describing what will be purchased (inputs) towards describing what will be accomplished (outputs and
outcomes). That process continues today with both an organization‐wide and budget‐unit specific focus on
outcomes.
PRESENTATION
The text of the budget document customarily contains five sections of information for each Division.
Some divisions also include highlights or accomplishments for the prior year and/or the coming year.
• The first section provides a description of the division.
• The second section describes its major objectives to be accomplished.
• The third section provides a staffing summary and detailed financial information.
• The fourth section identifies the divisions performance measures for the coming budget
MCA 7-6-4030 Final budget—resolution—appropriations. (1) The governing body may
amend the preliminary budget after the public hearing and after considering any public
comment.
(2) The amended budget constitutes the final budget. The final budget must be
balanced so that appropriations do not exceed the projected beginning balance plus the
estimated revenue of each fund for the fiscal year.
(3) The governing body shall adopt the final budget by resolution. The resolution must:
(a) authorize appropriations to defray the expenses or liabilities for the fiscal
year; and
(b establish legal spending limits at the level of detail in the resolution.
(4) The effective date of the resolution is July 1 of the fiscal year, even if the resolution
is adopted after that date.
City of Bozeman, Montana 42 FY12 Approved Budget
year and the past three years.
• The fifth section lists the workload indicators for the division.
The financial information includes expenditure information for the last completed fiscal year, the
appropriated amounts for the current year, and the recommended amounts covered by the budget.
Costs are segregated into five basic classifications: salaries, wages, & benefits; operating expenses;
capital; debt service; and transfers. Appropriation control is exercised only at the budget unit level and not
at the individual object of expenditure level.
The narrative information is presented together with the financial detail to assist readers in
understanding the planned outcomes for each division, the purpose of each budget unit, and major
changes or expenditures for the coming year.
MONITORING AND REPORTING PROCESS
As the budget year proceeds, individual departments and the Finance Department have dual responsibility
for monitoring the status of each budget unit. Department staff has primary responsibility for monitoring
the status of expenditures against their budget. This responsibility includes informing the Finance
Department of any significant departures from the plans anticipated in the budget.
The Finance Department has overall responsibility for monitoring the status of all departments and funds.
This is accomplished primarily through analysis of computerized budget performance reports which
compare appropriation amounts on a line‐item basis with actual expenditures throughout the year. These
reports aid department staff in controlling costs and act as an early warning system for the Finance
Department. Department staff may exercise their judgment in exceeding expenditures by object code, as
long as they do not exceed the total amount appropriated for the budget unit.
The Finance Department reviews the budget reports on a monthly basis and discusses any variances from
expected performance with the department staff. The Finance Department conducts in‐depth quarterly
budget reviews of all expenditures and revenues.
Significant changes in either expenditures or revenues require a budget revision. Recommendations are
also made by the 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 reallocation of
existing appropriations among the line items within a specific fund, The second defines a series of scenarios
where the governing body has authority to amend the budget without a hearing for donations, land sales,
and fee based budgets. All other increases in appropriation authority that are not specifically permitted by
statute must be approved through a public hearing process.
City of Bozeman, Montana 43 FY12 Approved Budget
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 Commission 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 customarily follows for creation and adoption
of the annual budget.
1. December/January: The Commission's goals provide the legislative policy direction for the
budget process and the development of departmental objectives and work plans.
2. January: The Finance Department sends budget request forms and instructions to all
departments.
3. January/February: Department administrators assess the needs of their departments and
communicate their needs through their budget requests.
4. 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 adjustments 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
Manager, Finance Director, and various department staff explain the budget
recommendations and underlying justification for the requests.
• During or following the work sessions, the Commissioners may make adjustments to the
proposed budget.
MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may
authorize the governing body or a designated official to transfer appropriations between items
within the same fund.
(2) The annual budget appropriations may be amended as provided in 7-6-4006 (3) and
7-6-4012..
(3) Except as provided in 7-6-4006, 7-6-4011, 7-6-4012, 7-6-4015, and 7-6-4032, or in
case of an emergency under Title 10, chapter 3, a public hearing is required for an
overall increase in appropriation authority.
City of Bozeman, Montana 44 FY12 Approved Budget
8. June: The Commission provisionally adopts the budget.
9. July: The public hearing on the budget is advertised in the local newspaper.
• A public hearing on the budget is held and adjustments to the budget, if any, are made.
10. August: Final taxable values are received from the State Department of Revenue. Taxing
authority is calculated and final resolutions are prepared
• A comparison of the City Manager's budget recommendation and the final budget is
published in the local newspaper.
11. August: Commission adopts final budget appropriation resolution and tax levy resolution.
12. Monthly: Budget‐to‐Actual line item spending reports are prepared by the 20th day of the
following month for the Commission, departments, and members of the public.
13. Quarterly: Update of Budget‐to‐Actual spending and revenue collection report is prepared
and published to the City’s website for the Commission and the public.
City of Bozeman, Montana 45 FY12 Approved Budget
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FY12 Approved Budget
CHANGES IN FUND BALANCE/WORKING CAPITAL
___________________________________________________________________
With Final Amendments Projected BeginningEstimatedAppropriationsBudgeted Ending
Fund Balance/Revenues Fund Balance/
Working Capital Working Capital
General Fund
010General Fund5,437,000 22,940,592$ 23,846,453$ 4,531,139$
Special Revenue Funds ‐
100Planning Fund 199,424 711,584 657,504 253,504
103Health‐Medical Insurance 153,000 1,929,219 2,002,219 80,000
104Liability Insurance ‐ ‐ ‐ ‐
105P.E.R.S. Fund ‐ ‐ ‐ ‐
106Police Pension Fund ‐ ‐ ‐ ‐
107Fire Pension Fund ‐ ‐ ‐ ‐
108Community Transportation ‐ 22,160 10,515 11,645
109Highway Safety Improvement Projects 21,877 ‐ ‐ 21,877
110Gas Tax Apportionment 582,936 668,460 656,500 594,896
111Street Maintenance District 237,219 4,148,604 3,883,679 502,144
112Tree Maintenance 156,784 431,500 439,452 148,832
113Fire Impact Fee 146,089 150,000 167,500 128,589
114Street Impact Fee 7,605,129 700,000 879,400 7,425,729
115Building Inspection Special Revenue 827,063 869,600 868,136 828,527
116Dowtown Improvement District 1,219,036 1,380,158 2,499,878 99,316
118HUD Projects ‐ ‐ ‐ ‐
119Economic Development Loan Fund ‐ ‐ ‐ ‐
120Community Housing 319,432 51,031 70,000 300,463
121Housing Revolving Loan Fund 63,219 7,000 14,400 55,819
122Blast Clean Up Loans ‐ ‐ ‐ ‐
125Drug Forfeiture 1,464 187,000 166,601 21,863
128Fish Wildlife And Park Management Areas 26,635 ‐ ‐ 26,635
129Special Projects ‐ Recovery Act, ARRA ‐ ‐ ‐ ‐
130Americans With Disability Act 4,210 ‐ ‐ 4,210
131Beautification Of Bozeman 1,389 ‐ ‐ 1,389
132Bogert Park Special Revenue 10,361 ‐ ‐ 10,361
133Recreation Department Special Revenue 17,330 1,000 1,000 17,330
135Cemetery Department Special Revenue 2,280 ‐ ‐ 2,280
136Park Department Special Revenue 10,270 5,500 12,000 3,770
137Library Department Special Revenue 11,436 5,200 7,900 8,736
138Law & Justice Center 445,374 ‐ 20,000 425,374
139Police Department Special Revenue 288,933 104,500 82,322 311,111
140Police Domestic Violence 1,250 ‐ ‐ 1,250
142Sustainability Grant ‐ ‐ ‐ ‐
143TIF N 7th Corridor 481,000 502,000 790,523 192,477
144TIF NE Urban Renewal 126,000 79,500 169,952 35,548
145TIF Mandeville Industrial (172,853) 34,000 ‐ (138,853)
146Lighting Dist.'s (146‐170, 181, 182, 200‐224)492,275 315,000 315,000 492,275
174Victim Witness Advocate 369,091 76,000 113,020 332,071
175Senior Transportation 31,018 82,062 82,400 30,680
176Business Improvement District 3,588 114,000 114,000 3,588
177Neighborhood Special Revenue 969 ‐ ‐ 969
179Diaster Relief Fund 87,560 2,000 ‐ 89,560
CHANGES IN FUND BALANCE/WORKING CAPITAL
Fiscal Year 2012
City of Bozeman, Montana 48 FY12 Approved Budget
With Final Amendments Projected BeginningEstimatedAppropriationsBudgeted Ending
Fund Balance/Revenues Fund Balance/
Working Capital Working Capital
179Diaster Relief Fund 87,560 2,000 ‐ 89,560
183Fire Department Special Revenue 32,569 ‐ ‐ 32,569
184Parks Master Plan Develop 146,464 50,000 50,000 146,464
185Insurance Proceeds ‐ ‐ ‐ ‐
186Development Impacts 655,722 8,000 ‐ 663,722
187Fire Department Equipment 186,056 333,248 ‐ 519,304
188City/County Drug Forfeiture 209,002 55,000 ‐ 264,002
189Story Mansion Special Revenue (2,495) 40,000 34,675 2,830
191Tourism BID 403 398,000 398,000 403
850Park Land ‐ Cash in Lieu 192,821 ‐ ‐ 192,821
Total Special Revenue Funds 15,191,330 13,461,326 14,506,576 14,146,080
Debt Service Funds
300Special Improvement District Revolv. Fund1,228,196 20,000 ‐ 1,248,196
301Library Bonds 192,143 314,849 316,132 190,860
302Bond P & I 1995 Transportation Projects (237,611) 469,088 428,066 (196,589)
305TIF 2007 Downtown Bonds 685 424,878 424,878 685
310SID Funds 2,096,424 1,500,000 1,500,000 2,096,424
Total Debt Service Funds 3,279,837 2,728,815 2,669,076 3,339,576
Construction Funds
Capital Projects ‐ ‐ ‐ ‐
Enterprise Funds
600Water 10,916,509 6,386,297 14,542,098 2,760,708
610Water Impact Fee ‐ Net Assets 7,791,746 850,000 5,250,000 3,391,746
620Waste Water 6,698,497 6,382,675 7,021,864 6,059,308
630Waste Water Impact Fee ‐ Net Assets ‐ 820,000 404,000 416,000
640Solid Waste 752,500 2,496,811 2,587,042 662,269
650Parking Enterprise 17,464 336,350 392,690 (38,876)
Total Enterprise Funds 26,176,716 17,272,133 30,197,694 13,251,155
Internal Service Funds ‐
710Vehicle Maintenance Shop 37,240 794,164 748,716 82,688
720Health‐Medical Self‐Insurance Fund 245,048 3,480,000 3,490,000 235,048
‐
Total Internal Service Funds 282,288 4,274,164 4,238,716 317,736
Permanent Funds
800Cemetery Perpetual Care 581,071 132,000 ‐ 713,071
Total Permanent Funds 581,071 132,000 ‐ 713,071
Total All Funds 50,948,242 60,809,030 75,458,515 36,298,757
CHANGES IN FUND BALANCE/WORKING CAPITAL
Fiscal Year 2012
City of Bozeman, Montana 49 FY12 Approved Budget
MILL LEVIES & MILL VALUES
___________________________________________________________________
FISCAL YEAR FY07 FY08 FY09 FY10 FY11 FY12
MILL VALUE 63,249$ 68,981$ 74,178$ 78,290$ 80,399$ 82,062$
*Corrected 9/2011Issued 9/2011
PERCENTAGE CHANGE 8.9%9.1%7.5%5.5%2.7%2.1%
GENERAL FUND:
All-Purpose 110.57101.26111.91 111.96 110.16 127.16
SPECIAL REVENUE:
City Planning 2.00 2.00 2.00 2.00 2.00 2.00
Police Retirement*4.07 4.27 4.14 4.34 4.45 0.00
Firefighters' Retirement*2.68 2.81 2.72 2.85 2.97 0.00
Public Employees' Retirement*4.39 4.61 4.52 4.75 4.86 0.00
Comprehensive Insurance*4.45 4.67 4.53 4.61 4.73 0.00
Health/Med Insurance 22.9122.36 24.31 23.67 24.29 22.53
Fire Capital & Equipment 4.00 4.00 4.00 4.00
Fire Truck/Equipment
Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00
Workforce Housing 1.46 1.00 0.50 0.50
TOTAL SPECIAL REVENUE 41.50 41.72 48.68 48.22 48.80 30.03
DEBT SERVICE:
Library G.O. Bonds 4.95 4.53 4.27 4.03 3.94 3.84
Transportation G.O. Bonds 6.40 6.67 6.30 5.98 5.85 5.72
TOTAL DEBT SERVICE 11.35 11.20 10.57 10.01 9.79 9.55
TOTAL ALL LEVIES 163.42 154.18 171.16 170.19 168.75 166.75
Percentage Change in Mills -2.9%-5.7%11.0%-0.6%-0.8%-1.2%
Property Taxes Levied $10,336,467$10,635,491$12,696,306$13,324,175$13,567,611$13,683,625
Percentage Change in Dollars 5.8%2.9%19.4%4.9%1.8%0.9%
* These funds are being combined into the All Purpose Levy. They are all subject to MCA 15-10-420.
Tax Authority Authorized but Not Levied
General Fund Reduction 462,720$ 684,976$
Street & Tree Maintenance Offset 116,270$ -$
Police & Fire Reductions 583,000$ 849,000$ 914,000$
SAFER Grant 350,120$ 303,570$ 189,720$ 113,985$
911 Mills (Resolution No. 3954)620,829 667,602$ 704,610$ 723,303$ 738,558$
FY11 Certification Error:59,753$
Total Authorized But Not Levied -$ 620,829$ 1,017,722$ 1,591,180$ 2,400,766$ 2,451,519$
Number of Mills - 9.00 13.72 20.32 29.86 29.87
MILL LEVIES & MILL VALUES
**Revised 9/9/2011**
City of Bozeman, Montana 50 FY12 Approved Budget
APPROPRIATIONS BY TYPE
___________________________________________________________________
Expenditures, often called “Appropriations,” are classified under one of five major categories: Salaries,
Operating Expense, Capital, Debt Service, and Transfers. The graph below shows the relative percentage
of FY12 budgeted expenditures for these five major categories for all funds, combined.
In governmental agencies, salaries, wages and benefits normally represent the largest of these
categories. However, due to the significant investment in infrastructure, cities have a much higher
percentage of the budget devoted to operating costs than most other governmental agencies.
Transportation projects are often included under contracted services, which is an operating cost.
APPROPRIATIONS BY TYPE, GENERAL FUND ONLY—Using those same classifications of expenditure
type, the relative percentages of budgeted expenditures for the General Fund are shown below. As you
can see, the General Fund is comprised of a much higher percentage of Personnel & Benefit costs
compared to all funds, as a whole. The General Fund supports very little capital improvements,
compared to all funds, as a whole.
Salaries &
Benefits
32%
Operating
28%
Capital
29%
Debt
Service
7%
Transfers
4%
Appropriations by Type ‐All Funds ‐FY12
Personnel
& Benefits
65%
Operations
29%
Capital
3%
Debt
Service
0%
Transfers
3%
Appropriations by Type ‐General Fund
FY12
City of Bozeman, Montana 51 FY12 Approved Budget
APPROPRIATIONS BY FUND
___________________________________________________________________
As shown, Enterprise Funds and the General Fund account for 72% of the total expenditures of the city.
The General Fund is the city’s primary operating account for general government operations. Enterprise
funds consist of water, wastewater, solid waste, and parking funds. These funds operate on a self‐
supporting basis.
Special revenue funds, totaling 19% of appropriations, include a variety of tax supported funds including
funds supporting major employer retirement contributions, health insurance premiums, impact fees and
liability insurance. Community development block grant monies, the city’s gas tax allocation, and street
and tree maintenance districts are also included.
Debt service, internal service, and trust and agency funds make up the remainder of the city’s
appropriations.
City of Bozeman, Montana 52 FY12 Approved Budget
REVENUES BY SOURCE
___________________________________________________________________
As shown, Charges for Services and Property Taxes account for 72% of the total revenues of the city.
The majority of Charges for Services (44%) are derived from the City’s utilities (Enterprise funds)
consisting of water, wastewater, solid waste, and parking services.
Property Taxes (28%) are primarily to the benefit of the General Fund. This year, due to the
construction of the Water Treatment Plant, Other Financing Sources are a large source of cash (8%).
REVENUES BY SOURCE, GENERAL FUND ONLY—Using those same classifications of revenue sources, the
relative percentages of estimated revenues for the General Fund are shown below.
As you can see, the General Fund is comprised of a much more reliant on Property Taxes and
Intergovernmental revenue than all funds, as a whole.
Property
Taxes
28%
Special
Assessments
3%
Licenses &
Permits
2%
Inter‐
governmental
11%
Charges for
Services
44%
Fines and
Forfeitures
3%Interest
Income
1%
Other
Revenues
0%Other
Financing
Sources
8%
Revenues by Source ‐All Funds ‐FY12
Property Taxes
49%
Licenses &
Permits
1%
Inter‐
governmental
25%
Charges for
Services
10%
Fines and
Forfeitures
6%
Interest
Income
0%
Other
Revenues
0%
Other
Financing
Sources
9%
Revenues by Source ‐General Fund
City of Bozeman, Montana 53 FY12 Approved Budget
LEGAL DEBT LIMIT & BOND RATINGS
___________________________________________________________________
General Obligation (G.O.) Debt Limit: The City’s legal debt limit is established by state statute for
General Obligation indebtedness. Total general obligations may not exceed 2.5% of the City’s total
market value, as established each August by the Department of Revenue. (FY12 Total Market Value was
$2.995 Billion.)
Anticipated Borrowing this Fiscal Year: The city intends to borrow approximately $1,330,000 for the
reconstruction of South 8th Avenue under its general obligation borrowing limits during this fiscal year.
As of June 30, 2012, net outstanding General Obligation debt is estimated to be $4,810,000.
General Obligation Bond Rating: The City’s most recent general obligation bond rating was done in
connection with the sale of the Library G.O. bonds, Series #2 in 2003. Moody’s rated that issue an “A2”,
in the “mid‐range of the upper medium grade”. This is generally described as “strong, investment
grade” credit by Moody’s.
Revenue‐backed Debt: There remains no statutory cumulative limit on the amount of debt a city can
issue that is backed by the revenue streams of various operations, known as “Revenue Bonds”. The city
plans to issue approximately $20 Million in revenue bonds for the construction of a new Water
Treatment Plant within the next three years. While bond commitments will be obtained in FY12, actual
borrowing is anticipated in FY13.
Special District Debt: There is no statutory limit of the amount of debt a city can issue that is backed by
assessments from special improvement districts (including lighting districts) known as “SID or SLID
Bonds”. Other Special District Debt is subject to specific limitations, set forth in statute. In December
2007, the City issued $6.27 Million in Tax Increment Urban Renewal Revenue Bonds for the Downtown
Intermodal Parking Facility. This bond issue was initially rated BBB by Standard & Poor’s. The rating was
upgraded by Standard & Poor’s to BBB+ in the spring of 2010. New special district debt for this fiscal
year is related to a Special Improvement District for a portion of the costs to reconstruct South 8th
Avenue, totaling $143,600. Debt will be secured in FY12, with first payments due in FY13.
Legal Debt Limit—G.O. Estimated June 30, 2011 Estimated June 30, 2012
Statutory G.O Debt Limit—
2.5% of Valuation
$70,688,000 $74,875,000
Less: Outstanding GO
Bonds
($3,710,000)($3,120,000)
Less: Loans Payable (632,000)(1,690,000)
Plus: Fund Balances
Reserved for Debt Payment
--
Equals: Legal Debt Margin $66,346,000 $70,065,000
City of Bozeman, Montana 54 FY12 Approved Budget
STAFFING SUMMARY
ApprovedApprovedApprovedApprovedRecommend
FY08FY09FY10FY11FY12
GENERAL GOVERNMENT
City Commission 2.102.102.10 2.10 2.10
City Manager 10.5010.5012.50 11.50 10.50
Municipal Court 7.007.007.50 8.50 8.50
City Attorney 6.006.006.50 7.00 7.00
Finance 10.0010.009.00 8.75 8.75
Office of Planning & Community Development 15.2013.7012.20 12.20 11.20
Building Maintenance 3.053.553.55 3.55 3.55
Information Technology 6 65.88 5.88 5.88
TOTAL GENERAL GOVERNMENT 59.85 58.85 59.23 59.48 57.48
PUBLIC SAFETY
Police Department 57.7562.7567.75 71.75 71.75
Fire Department 34.2545.2544.75 41.75 41.75
Building Inspection 16.5513.559.55 10.55 10.55
Parking 3.754.754.75 4.75 4.25
TOTAL PUBLIC SAFETY 112.30 126.30 126.80 128.30 128.30
PUBLIC SERVICES
Public Services Administration 8.158.158.15 8.15 8.15
Streets 15.6217.6217.62 17.62 17.62
Water Plant 9.279.279.27 9.27 9.27
Water Operations 15.6216.6215.62 15.62 15.62
Wastewater Operations 10.2511.2510.25 10.25 10.25
Wastewater Plant 14.8715.8715.87 15.87 15.87
Solid Waste Collection 14.7414.7414.74 14.74 14.74
Solid Waste Disposal/Recycling 3.001.001.00 1.00 1.00
Vehicle Maintenance 4.004.004.00 5.00 5.00
TOTAL PUBLIC SERVICES 95.52 98.52 96.52 97.52 97.52
PUBLIC WELFARE
Cemetery 5.755.755.75 5.75 5.75
Parks 13.4513.4513.45 13.45 13.45
Forestry 4.604.604.60 4.60 4.60
Library 20.6621.6621.16 21.66 21.66
Recreation 14.9015.0015.00 15.00 14.00
Community Development 2.001.002.00 2.00 2.00
TOTAL PUBLIC WELFARE 61.36 61.46 61.96 62.46 61.46
TOTAL EMPLOYEES 329.03 345.13 344.51 346.76 344.76
Net FTE Increase from Previous Year 13.0916.10-0.622.75-2.00
% Increase from Previous Year 4.1%4.9%-0.2%0.8%-0.6%
Staffing Summary
City of Bozeman, Montana 55 FY12 Approved Budget
REVENUE DETAILS – FY12
___________________________________________________________________
City of Bozeman Revenues -
All Funds
Property
Taxes
Special
Assessments
Licenses &
Permits
Inter-
governmental
Charges for
Services
Fines and
Forfeitures
Interest
Income
Other
Revenues
Other
Financing
SourcesTOTAL
010 - General Fund 11,310,004$ 278,250$ 5,767,836$ 2,160,935$ 1,226,500$ 70,000$ 46,500$ 2,080,567$ 22,940,592$
100 - Planning Fund 164,124 76,500 125,960 33,000 312,000 711,584
103 - Health-Medical
Insurance 1,929,219 1,929,219
104 - Comprehensive
Insurance - Closed to
General Fund at FYE 2011 - - -
105 - PERS Fund - Closed to
General Fund at FYE 2011 - - -
106 - Police Pension Fund -
Closed to General Fund at
FYE 2011 - - -
107 - Firemans Pension Fund
- Closed to General Fund at
FYE 2011 - - -
108 - Community
Transportation 22,160 22,160
110 - Gas Tax 660,960 7,500 668,460
111 - Street Maintenance 15,000 2,616,504 7,500 1,509,600 4,148,604
112 - Tree Maintenance 418,000 3,500 10,000 431,500
113 - Fire Impact Fee 150,000 150,000
114 - Street Impact Fee 600,000 100,000 700,000
115 - Building Inspection Fund 854,600 5,000 10,000 869,600
116 - TIFD Downtown
Improvement 1,339,000 31,158 10,000 1,380,158
118 - HUD Projects - - -
120 - Community Housing
Fund 5,000 5,000 41,031 51,031
121 - Housing Revolving Loan 3,000 4,000 7,000
122 - Downtown Blast Clean-
Up Loan Fund -
125 - Drug Forfeiture Fund - 40,000 7,000 140,000 187,000
129 - Recovery Act, ARRA - -
132 - Bogert Park Special
Revenue -
133 - Recreation Special
Revenue 500 500 1,000
136 - Park Special Revenue 500 5,000 5,500
137 - Library Special Revenue 200 5,000 5,200
139 - Police Special Revenue - 4,000 500 100,000 104,500
140 - Police Domestic
Violence - - -
143 - TIF N 7th Corridor 500,000 2,000 502,000
144 - TIF NE Urban Renewal
District 79,000 500 79,500
145 - TIF Mandeville Farm
Industrial 34,000 34,000
146 - Lighting Districts 315,000 315,000
174 - Victim/Witness
Advocate 70,000 6,000 76,000
175 - Senior Transportation 82,062 82,062
176 - BID Downtown Improv
Dist 114,000 114,000
179 - Disaster Relief 2,000 2,000
184 - Parks Master
Plan/Improvement Grants 50,000 50,000
186 - Development Impacts 8,000 8,000
187 - Fire Dept Equipment 328,248 5,000 333,248
188 - City/County Joint Drug
Forfeiture 50,000 5,000 - 55,000
189 - Story Mansion Special
Revenue 40,000 40,000
City of Bozeman, Montana 56 FY12 Approved Budget
City of Bozeman Revenues -
All Funds
Property
Taxes
Special
Assessments
Licenses &
Permits
Inter-
governmental
Charges for
Services
Fines and
Forfeitures
Interest
Income
Other
Revenues
Other
Financing
SourcesTOTAL
191 - Bozeman Tourism BID 398,000 - 398,000
300 - SID Revolving Fund 20,000 - 20,000
301 - Bond S & I Library 314,849 314,849
302 - Bond S & I 1995 Trans
Proj 469,088 469,088
305 - 2007 Downtown TIF
Bonds 424,878 424,878
310-444 - SID Funds 1,500,000 1,500,000
504-558 - Construction
Funds - -
600 - Water Fund 6,245,817 94,000 46,480 - 6,386,297
610 - Water Impact Fee 775,000 75,000 850,000
620 - Waste Water Fund - 6,227,995 101,000 53,680 - 6,382,675
630 - Waste Water Impact
Fee 820,000 820,000
640 - Solid Waste Fund 2,437,024 50,000 9,787 - 2,496,811
650 - Parking Fund 162,850 150,000 23,500 336,350
710 - Vehicle Maintenance 794,164 - 794,164
720 - Health-Medical
Insurance 3,452,000 28,000 3,480,000
800 - Cemetery Perpetual
Care 84,000 8,000 40,000 132,000
16,549,594$ 2,327,000$ 1,310,700$ 6,536,454$ 26,952,399$ 1,536,500$ 598,200$ 277,947$ 4,720,236$ 60,809,030$
% of Total 27%4%2%11%44%3%1%0%8%100%
City of Bozeman, Montana 57 FY12 Approved Budget
REVENUE TRENDS & ANALYSIS
___________________________________________________________________
Revenues are estimated for every fund of the city each year. This summary of revenue estimates is
supported by detailed revenue estimates for each fund, as described in the tables beginning on page 56.
This section of the budget highlights major governmental and enterprise funds of the City: the General
Fund, along with Water, Wastewater, and Solid Waste enterprises. Trends of these funds and individual
revenues are shown together with estimates for the coming year. Together, these seven funds comprise
over 72% of the total estimated revenues of the City.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city
administration, police and fire services, court, parks, recreation, and library. Revenue is estimated to be
$22.9 million for the budget year.
The changes in general fund revenue, depicted in the graph above, reflect the following trends:
• The approved mill levy for police and firefighter staff and equipment. That levy allows
permanent increases in property tax levies, beginning in FY09.
• Beginning in the late 1990’s, the rapid growth in new construction and annexations
increased property taxes collected. However, the significant decline in local
construction that began in 2008 reduced tax dollars from new construction. Fiscal Year
2010 saw 5.5% increase in taxable value. For FY11 there was a 2.7% increase in taxable
values. In FY12 there is a 2.1% increase in taxable values.
• No State Entitlement Share growth for FY12 – previously, this had been a steady source
of revenue growth.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund Revenue
City of Bozeman, Montana 58 FY12 Approved Budget
• A decrease in our estimates for Local Option Vehicle tax revenues.
STREET MAINTENANCE FUND
The Street Maintenance District Special Revenue Fund’s revenue history is shown below. Revenues, in
the form of special assessments on real property, pay for the City’s street maintenance program.
Beginning in FY12, we have expanded the program to include major street reconstruction projects; the
first being the reconstruction of South 8th Avenue. This project requires the borrowing of
approximately $1.5 Million from the State of Montana, which results in a substantial increase in
budgeted revenues from Other Sources.
WATER FUND
Shown on the graph below are total water fund revenues, estimated at $6.3 Million for the budget year.
As depicted by the graph, water fund revenues have steadily increased as the result of both an increase
in the customer base and as the result of regular rate changes. Due to declining construction activity
around the City, our customer‐base growth is estimated at 0% for the budget year. This rate is markedly
lower than the 5% trend of 2005‐2008.
$0
$2,000,000
$4,000,000
$6,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Street Maintenance Fund Revenue
City of Bozeman, Montana 59 FY12 Approved Budget
In updating our rate study for slower customer growth, decreased Impact Fee collections and new
estimates of Water Plant costs, we estimate needing a 4.5% water rate increase for each of the next
three years (FY11, FY12, FY13) in order to fund plant construction and other scheduled operations and
maintenance costs. The Commission adopted a two‐year rate resolution of 4.5% increase in FY12 and
4.5% increase in FY13.
WATER IMPACT FEE FUND
The Water Impact Fee Fund’s source of revenue is water system development impact fees. The fees are
charged to development projects as they place demand for new capacity on the water treatment and
distribution systems. As the recession has impacted construction and development, you can see the
decrease in the collection of these fees. In FY12, we estimate that we will collect $850,000 in revenue.
WASTEWATER FUND
Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years, and are
estimated at $6.4 Million for the budget year. We estimate our customer‐base to grow by 0% in the
budget year, down from 5% in 2005‐2008, and have based our estimate on the significant decline in new
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
1st 8 years Actual ‐Last 2 projected
Water Fund Revenues
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
1st 8 years Actual ‐Last 2 projected
Water Impact Fee Fund Revenues
City of Bozeman, Montana 60 FY12 Approved Budget
construction in town. An update of our existing rate study has been done, suggesting a 6% increase in
each of the next 5 years. The Commission adopted a two‐year rate resolution of 6% increase in FY12
and 6% increase in FY13.
WASTEWATER IMPACT FEE FUND
The Wastewater Impact Fee Fund’s source of revenue is wastewater system development impact fees.
The fees are charged to development projects as they place demand for new capacity on the
wastewater treatment and collection systems. As the recession has impacted construction and
development, you can see the decrease in the collection of these fees. In FY12, we estimate that we
will collect $820,000 in revenue.
SOLID WASTE FUND
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Fund Revenues
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Impact Fee Fund Revenues
City of Bozeman, Montana 61 FY12 Approved Budget
Revenues in the Solid Waste Fund were significantly affected by the closing of the City Landfill in 2007.
During fiscal year 2006, the Commission discussed how the City would continue solid waste disposal
services as our landfill was nearing its capacity. In a measure to reserve the remaining cell space for
residential use only, the Commission closed the landfill to tipping by commercial customers and non‐city
residents and to any construction and demolition waste. The Landfill officially closed in June 2008.
The Solid Waste Collection Division continues to operate residential and commercial collection, and in
FY09 we began to provide curb‐side recycling collection services.
For FY11 garbage rates increased 5%, to cover fuel costs, employee salary and benefit increases, and the
assumption of costs that were once shared with the Disposal division. The slowdown in local
construction activity has continued to decrease demand for “roll‐off” containers and the associated
hauling and tipping services. Solid waste fund revenues, including curbside recycling fees for the year,
are estimated at $2.5 Million.
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
1st 8 Years Actual ‐Last 2 Years Projected
Solid Waste Fund Revenues
City of Bozeman, Montana 62 FY12 Approved Budget
EXPENDITURE DETAILS – FY12
___________________________________________________________________
City of Bozeman, Montana 63 FY12 Approved Budget
City of Bozeman
Expenditures - All Funds
Personnel &
BenefitsOperationsCapitalDebt ServiceTransfers
Other Financing
UsesTOTAL
010 - General Fund 15,467,188$ 6,867,615$ 649,500$ 150,000$ 712,150$ 23,846,453$
100 - Planning Fund 589,382 68,122 657,504
103 - Health-Medical
Insurance 2,002,219 2,002,219
104 - Comprehensive
Insurance - Closed to
General Fund at FYE 2011 - -
105 - PERS Fund - Closed to
General Fund at FYE 2011 - -
106 - Police Pension Fund -
Closed to General Fund at
FYE 2011 - -
107 - Firemans Pension
Fund - Closed to General
Fund at FYE 2011 - -
108 - Community
Transportation 10,515 10,515
109 - Highway Safety
Improvement Projects - -
110 - Gas Tax 216,500 440,000 656,500
111 - Street Maintenance 1,192,586 888,993 1,667,100 135,000 3,883,679
112 - Tree Maintenance 326,666 112,786 - 439,452
113 - Fire Impact Fee 17,500 150,000 167,500
114 - Street Impact Fee 879,400 879,400
115 - Building Inspection
Fund 718,486 149,650 868,136
116 - TIFD Downtown
Improvement 2,075,000 424,878 2,499,878
118 - HUD Projects - -
120 - Community Housing
Fund 70,000 70,000
121 - Housing Revolving
Loan 14,400 14,400
122 - Downtown Blast Clean-
Up Loan Fund -
125 - Drug Forfeiture Fund 156,901 9,700 166,601
128 - Fish Wildlife & Park
Mgmt - -
129 - Recovery Act, ARRA - -
132 - Bogert Park Special
Revenue - -
133 - Recreation Special
Revenue 1,000 1,000
135 - Cemetery Special
Revenue - -
136 - Park Special Revenue 12,000 12,000
137 - Library Special Revenue 7,900 7,900
138 - Law & Justice Center 20,000 20,000
139 - Police Special Revenue 67,412 14,910 82,322
140 - Police Domestic
Violence - -
142 - Sustainability Grant - -
143 - TIF N 7th Corridor 790,523 790,523
144 - TIF NE Urban Renewal
District 169,952 169,952
145 - TIF Mandeville Farm
Industrial -
City of Bozeman, Montana 64 FY12 Approved Budget
City of Bozeman
Expenditures - All Funds
Personnel &
BenefitsOperationsCapitalDebt ServiceTransfers
Other Financing
UsesTOTAL
146 - Lighting Districts 315,000 315,000
174 - Victim/Witness
Advocate 113,020 113,020
175 - Senior Transportation 82,400 82,400
176 - BID Downtown Improv
Dist 114,000 114,000
179 - Disaster Relief -
184 - Parks Master
Plan/Improvement Grants 50,000 50,000
185 - Insurance Proceeds - -
186 - Development Impacts - -
187 - Fire Dept Equipment - -
188 - City/County Joint Drug
Forfeiture - -
189 - Story Mansion Special
Revenue 34,675 34,675
191 - Bozeman Tourism BID 398,000 398,000
300 - SID Revolving Fund -
301 - Bond S & I Library 316,132 316,132
302 - Bond S & I 1995 Trans
Proj 428,066 428,066
305 - 2007 Downtown TIF
Bonds 424,878 424,878
310-444 - SID Funds 1,500,000 1,500,000
504-558 - Construction
Funds -
600 - Water Fund 1,873,706 2,566,176 10,102,216 - 14,542,098
610 - Water Impact Fee 5,250,000 5,250,000
620 - Waste Water Fund 1,768,860 1,993,324 1,894,680 1,365,000 7,021,864
630 - Waste Water Impact
Fee - 404,000 404,000
640 - Solid Waste Fund 1,054,680 1,532,362 - 2,587,042
650 - Parking Fund 202,283 190,407 392,690
710 - Vehicle Maintenance 296,208 452,508 - 748,716
720 - Health-Medical
Insurance 3,490,000 3,490,000
800 - Cemetery Perpetual
Care - -
23,714,358$ 22,433,438$ 21,280,896$ 4,336,576$ 3,268,369$ 424,878$ 75,458,515$
% of Total 31%30%28%6%4%1%100%
City of Bozeman, Montana 65 FY12 Approved Budget
EXPENDITURE TRENDS & ANALYSIS
___________________________________________________________________
This section provides a historical trend analysis of the expenditures of the largest funds of the city.
Increases and decreases in a fund’s expenditure levels is a natural occurrence. The most important
point is to understand what factors are causing a fund’s expenditure levels to change. General Fund
expenditures will usually be more stable, due to the fact that most costs are personnel that are
predictable and steady. In enterprise funds and construction funds, large fluctuations will occur due to
the fact that these funds are infrastructure intense and large expenditures are sporadic, depending on
the projects involved. The seven funds described below encompass 81% of the total expenditures for
FY12.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city
administration, police and fire services, court, parks, recreation, and library. Expenditures total $23.8M
for this fiscal year.
The increase in expenditure levels of the General Fund can be tied to the growth trend of our
community; With this increase in property and population, there is a need for additional general fund
services. Staffing increases to handle citizen demands bring salary and health insurance expenditure
increases. Expanding our buildings to accommodate more citizens and employees results in an increase
to building maintenance costs.
Expenditures on Library Services increased significantly in 2007 due to the operations of the new Library
facility. For FY08 we decreased expenditures on 911 Dispatch services by over $700,000, due to the
assumption of this program by the county. Over the past four years, we have increased expenditures on
police and fire services. Most significant this year is the continuation of the funding of the voter‐
approved expenditures for the addition of police officers and firefighters and associated equipment.
‐
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
8 Years Actual ‐Last 2 years Projected
General Fund Expenditures
City of Bozeman, Montana 66 FY12 Approved Budget
STREET MAINTENANCE FUND
The Street Maintenance District Special Revenue Fund’s expenditure history is shown below.
Expenditures pay for the City’s street maintenance program personnel, operating costs and equipment.
Beginning in FY12, we have expanded the program to include major street reconstruction projects; the
first being the reconstruction of South 8th Avenue. Expenditures in FY12 are budgeted at $3.8 Million.
WATER FUND
The following chart depicts the trend in the Water Fund, and shows the result of sporadic large
improvement projects being undertaken in FY04‐08, and again in FY11 & FY12. In 2004, we began
design and construction on the Hyalite Transmission Main, which greatly improved service for the City’s
water supply from Hyalite reservoir. That project was completed in FY2006. FY2012 expenditures total
roughly $14.5 Million, and includes spending on the first year of construction of our new Water
Treatment Facility, according to our long‐rang Water Facility Plan. We expect to see substantial
investment in the city’s water supply and delivery being made by the Water Fund over the next 3 years.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
8 years Actual ‐Last 2 years Projected
Street Maintenance Fund
Expenditures
‐
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
8 years Actual ‐Last 2 years Projected
Water Fund Expenditures
City of Bozeman, Montana 67 FY12 Approved Budget
WATER IMPACT FEE FUND
The Water Impact Fee Fund accounts for the spending of water system development impact fees. The
fees are required to be spent on capital projects that expand the capacity of the City’s water treatment
and water distribution systems. As such, spending is sporadic and related to planned capital projects.
In 2005, the fund paid to settle class‐action litigation related to the inaction and implementation of the
fee system. In 2005 & 2005, the fund paid for improvements to the Hyalite Water Transmission Main.
In 2011 & 2012 the fund has assisted with the construction the new Sourdough Water Treatment Plant.
Expenditures in FY12 are budgeted at $5.2 Million.
WASTEWATER FUND
The Wastewater Fund has also spent substantial dollars on capital improvements over the past 10 years.
The City received a multi‐million dollar EPA Grant award that required matching dollars from our rate‐
payers. This grant funded some major improvements to our Wastewater Treatment Plant and
Collection System, and was fully utilized by the end of the FY05.
‐
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
8 Years Actual ‐Last 2 Projected
Water Impact Fee Fund Expenditures
City of Bozeman, Montana 68 FY12 Approved Budget
As a result of our most recent Wastewater Facility Study, the city immediately embarked on the design
and construction of a new Water Reclamation Facility. In November 2008, the City approved bids for a
project totaling $54 Million. We broke ground in May 2009 and anticipate 3 years of construction
spending. FY12 expenditures are estimated at $7.0 Million.
WASTEWATER IMPACT FEE FUND
The Wastewater Impact Fee Fund accounts for the spending of wastewater system development impact
fees. The fees are required to be spent on capital projects that expand the capacity of the City’s
wastewater treatment and wastewater collection systems. As such, spending is sporadic and related to
planned capital projects.
In 2005, the fund paid to settle class‐action litigation related to the inaction and implementation of the
fee system. In 2010, the fund assisted with the construction of the Water Reclamation Facility.
Expenditures in FY12 are budgeted at $404,000, to pay debt related to the capacity expanding elements
of the Water Reclamation Facility.
‐
4,000,000
8,000,000
12,000,000
16,000,000
20,000,000
24,000,000
28,000,000
8 years Actual ‐Last 2 years Projected
Wastewater Fund Expenditures
‐2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000
8 Years Actual ‐Last 2 Projected
Wastewater Impact Fee Fund
Expenditures
City of Bozeman, Montana 69 FY12 Approved Budget
SOLID WASTE FUND
Expenditures in the Solid Waste Fund increased significantly during 2005‐2007 due to the City’s
investment in the Mandeville Farm property, Transfer Station design, and the Old Library Property.
Costs also increased in FY2006 when the City decided to direct‐haul collection trash to the County
Landfill. The FY2009 budget included the cap and closure costs on the City’s existing landfill cell, curb‐
side recycling start‐up, and funding our regular garbage collection routes. Expenditures are estimated to
total $2.6 Million for Collection and Recycling purposes this year.
‐
2,000,000
4,000,000
6,000,000
8 years Actual ‐Last 2 years Projected
Solid Waste Fund Expenditures
City of Bozeman, Montana 70 FY12 Approved Budget
FUND BALANCES/WORKING CAPITAL TRENDS & ANALYSIS
___________________________________________________________________
There are two fund types that are used to account for the city’s operating funds. One is governmental
fund types and the other is proprietary fund types. The best measure of a governmental fund types’
financial condition is fund balance (assets minus liabilities). The best measure of a propriety fund types’
financial condition is working capital (current assets minus current liabilities).
This section provides a historical trend analysis of the fund balance and working capital balances of the
major funds of the city. Increases and decreases in a funds’ financial position is a natural occurrence.
The most important point is to understand what factors are causing a funds’ financial position to
change. General fund balances will generally be more stable, due to the fact that most costs are
personnel that are predictable and steady. In enterprise funds, large fluctuations will occur due to the
fact that these funds are infrastructure intense and large expenditures are sporadic.
GENERAL FUND
The General Fund is used to account for all financial resources of the city, except for those required to
be accounted for in another fund. Major functions supported by general fund revenues include: city
administration, police and fire services, court, parks, recreation, and library.
The graph below shows that the city has maintained its General Fund balance between $2.5 and $5.0
million over the past 10 years. Increases in fund balance in FY02, 05, 08 occurred as the result of
unexpected revenues and vacancy savings (most significant in FY08). The relatively sharp decline at the
end of FY03 resulted from the use of $1.3 million in reserves to purchase the Story Mansion. The
decline in FY07 is attributed to the City’s share of the purchase of the Lamme Library property for $1
Million. FY09 saw an increase due, in part, to un‐finished capital projects (Swim Center AV System and
Fire Department Equipment Purchases) that were carried over into the FY10 year and spent. The FY12
budget ends the year with a Fund Balance level of $4.5 Million, with amounts above the required
minimum assigned to Future Capital Projects.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
1st 8 Years Actual ‐Last 2 Years Projected
General Fund ‐Unreserved
Fund Balance
City of Bozeman, Montana 71 FY12 Approved Budget
The next graph shows the general fund’s fund balance in relation to the annual operating revenue of the
fund.
The FY12 balance is projected to end at 19.1% of FY12 operating revenues. The City recently adopted
GFOA’s Best Practice for Unreserved Fund Balance in the General Fund into its Budget Administration
Ordinance. This requires a 16 2/3% balance; if that is not achieved, the Commission must hold a
separate hearing to specifically address why the balance has not been met at what will be done going
forward.
The amount of Unreserved Fund Balance in excess of the Minimum Reserve Requirement has been
Assigned to Future General Fund Capital Projects.
WATER FUND
The graph below depicts the working capital balance of the city’s water fund. This graph typifies the
significant fluctuations that result from large infrastructure expenditures.
0%
5%
10%
15%
20%
25%
30%
1st 8 Years Actual ‐Last 2 Years Projected
Unreserved General Fund Balance
as a % of Revenues
‐$500,000
$1,500,000
$3,500,000
$5,500,000
$7,500,000
$9,500,000
$11,500,000
1st 8 Years Actual ‐Last 2 Years Projected
Water Fund ‐Working Capital
City of Bozeman, Montana 72 FY12 Approved Budget
The significant reduction in FY 02 and FY 03 relates to the completion of some large capital
improvement projects primarily funded with cash balances. The most significant of which was the
Lyman Creek water supply and the Hyalite Transmission Main project. We accumulated, and are now
utilizing, dollars for plant design and construction, which is estimated to cost approximately $40.7
million over the next 3 years. FY12 budget spends a large portion on this capital project and projects an
ending balance of $2.5 Million.
WASTEWATER FUND
As seen by the graph of the wastewater fund on the next page, the fund’s working capital balance has
been steadily growing over the past 10 years. The FY08 reduction is for the design costs of the new
Wastewater Treatment Facility. FY09 spending on construction of the plant brings the working capital
balance to its lowest level in 10 years. This is to be expected, considering that the treatment plant
project represents the most substantial investment in the City’s wastewater facility in decades. FY12
ending working capital balance is estimated at $5.9 Million.
SOLID WASTE FUND
The graph of the Solid Waste Fund working capital shows a steady increase in FY 03 and FY 04 from the
large increase in landfill gate fee revenues. This balance was accumulated to plan for the eventual
closure of the landfill and to provide for an alternative for solid waste disposal. In FY07, $1.5M was
utilized to purchase the Lamme Library Property, after the City Commission decided to discontinue land‐
filling operations, and join the County’s regional Solid Waste District. The FY09 budget anticipated
closing and capping the Landfill, and beginning a curbside recycling program in addition to the current
garbage collection services. The new recycling program required investments in a new recycling truck
and bins for customers, which were funded in FY08. FY10 shows the results of utilizing approximately
$370,000 for the addition of office and vehicle storage space to meet the long term needs of the
division. The FY12 budget will result in an ending working capital balance of approximately $ 600,000.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
1st 8 Years Actual ‐Last 2 Projected
Wastewater Fund ‐Working Capital
City of Bozeman, Montana 73 FY12 Approved Budget
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
1st 8 Years Actual ‐Last 2 Years Projected
Solid Waste Fund ‐Working Capital
City of Bozeman, Montana 74 FY12 Approved Budget
REVENUE & EXPENDITURE DETAILS FOR EACH FUND
FY10 FY11 FY12
ActualsApprovedApproved
010 - General Fund
Revenues
Property Taxes 8,292,322 8,923,973 10,435,004
Gallatin County Option 1,102,737 950,000 875,000
Business/Animal Licenses 282,324 262,600 273,750
Permits 6,385 4,500 4,500
Grants 269,220 189,720 113,985
County Shared 451,577 454,230 476,761
State Shared 4,602,901 4,576,996 5,177,090
General Government 1,597,758 1,564,235 1,508,681
Public Safety 154,740 150,457 156,554
Public Welfare 571,688 569,548 495,700
Library Fines 51,085 52,000 45,000
Police Court Fines 1,165,215 1,111,500 1,061,500
Weed Mowing Fines - - -
Parking Fines 82,863 55,000 85,000
Animal Control Fines 37,035 20,000 35,000
Snow Removal Fines - - -
Miscellaneous Fines 100 - -
Interest Income 80,455 70,000 70,000
Admin Reimbursement - -
Cash Over/Short - -
Donations 574 - -
Miscellaneous Revenue 14,945 10,000 5,000
Refunds & Reimbursements 25,072 8,000 25,000
Rents and Royalties 1,757 - 1,500
Sales/Unclaimed Property 27,239 - 15,000
Street & Alley Vacation - 500 -
Transfers 3,282,903 4,009,399 2,080,567
Proceeds-Asset Disposition 757,959 10,000 -
Compensation for Loss - -
Total Revenues 22,858,854 22,992,658 22,940,592
Expenditures
Personnel & Benefits 15,027,657 15,377,287 15,467,188
Operations 4,200,539 6,498,377 6,867,615
Capital 911,456 810,280 649,500
Debt Service 52,480 358,000 150,000
Transfers 2,911,749 562,371 712,150
Total Expenditures 23,103,881 23,606,315 23,846,453
Special Revenue Funds
100 - Planning Fund
Revenues
Property Taxes 152,024 161,564 164,124
Grants 5,500 5,500 5,500
County Shared - -
State Shared 79,554 71,000 71,000
General Government 161,975 125,960 125,960
Interest Income 2,440 - -
Refunds & Miscellaneous Revenue 18,183 33,000 33,000
Transfers 319,757 352,000 312,000
Total Revenues 739,433 749,024 711,584
City of Bozeman, Montana 75 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Personnel & Benefits 624,492 667,186 589,382
Operations 64,746 63,179 68,122
Capital - -
Transfers
Total Expenditures 689,238 730,365 657,504
103 - Health-Medical Insurance
Revenues
Property Taxes 1,737,892 1,962,219 1,849,219
Tranfers 80,000
Total Revenues 1,737,892 1,962,219 1,929,219
Expenditures
Transfers 1,616,277 1,962,219 2,002,219
Total Expenditures 1,616,277 1,962,219 2,002,219
104 - Comprehensive Insurance - Closed to General Fund at FYE 2011
Revenues
Property Taxes 338,096 382,104 -
County Shared
State Shared 80,395 82,592 -
Total Revenues 418,491 464,696 -
Expenditures
Transfers 424,662 464,696 -
Total Expenditures 424,662 464,696 -
105 - PERS Fund - Closed to General Fund at FYE 2011
Revenues
Property Taxes 347,499 392,605 -
State Shared 81,774 84,108 -
Total Revenues 429,273 476,713 -
Expenditures
Transfers 429,274 476,713 -
Total Expenditures 429,274 476,713 -
106 - Police Pension Fund - Closed to General Fund at FYE 2011
Revenues
Property Taxes 317,981 359,484 -
State Shared 129,336 132,937 -
Total Revenues 447,317 492,421 -
Expenditures
Transfers 466,236 492,421 -
Total Expenditures 466,236 492,421 -
107 - Firemans Pension Fund - Closed to General Fund at FYE 2011
Revenues
Property Taxes 208,323 239,926 -
State Shared 97,771 100,454 -
Total Revenues 306,094 340,380 -
Expenditures
Transfers 307,863 340,380 -
Total Expenditures 307,863 340,380 -
City of Bozeman, Montana 76 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
108 - Community Transportation
Revenues
Grants
Refunds & Reimbursements 50,384
Transfers 30,515 10,515 22,160
Total Revenues 80,899 10,515 22,160
Expenditures
Personnel & Benefits - -
Operations 302 10,515 10,515
Capital 30,947 -
Total Expenditures 31,249 10,515 10,515
110 - Gas Tax
Revenues
State Shared 652,476 660,960 660,960
Interest Income 6,288 7,500 7,500
Total Revenues 658,764 668,460 668,460
Expenditures
Operations 145,133 216,500 216,500
Capital 388,322 400,000 440,000
Total Expenditures 533,455 616,500 656,500
111 - Street Maintenance
Revenues
Penalty & Interest 12,490 - -
Permits 23,131 20,000 15,000
State Shared 944 - -
Public Service 1,959,363 2,116,000 2,616,504
Interest Income 7,658 15,000 7,500
Other Financing Sources - - 1,509,600
Refunds & Reimbursements 9,157 -
Proceeds-Asset Disposition 75 -
Total Revenues 2,012,818 2,151,000 4,148,604
Expenditures
Personnel & Benefits 1,127,637 1,161,487 1,192,586
Operations 682,713 896,011 888,993
Capital 192,014 328,456 1,667,100
Debt Service 84,818 85,000 135,000
Total Expenditures 2,087,182 2,470,954 3,883,679
112 - Tree Maintenance
Revenues
Penalty & Interest 2,399 2,000
State Shared 1,777
Public Service 371,514 400,000 416,000
Interest Income 3,899 7,000 3,500
Refunds & Reimbursements 11,325
Sales 8,888 10,000 10,000
Other Financing Sources -
Total Revenues 399,802 417,000 431,500
City of Bozeman, Montana 77 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Personnel & Benefits 311,101 315,202 326,666
Operations 84,231 133,274 112,786
Capital 16,925 50,300
Total Expenditures 412,257 498,776 439,452
113 - Fire Impact Fee
Revenues
Public Safety 185,640 150,000 150,000
Interest Income - -
Proceeds of Long Term Debt - -
Total Revenues 185,640 150,000 150,000
Expenditures
Operations 17,500 17,500
Capital
Transfers 4,000 150,000 150,000
Total Expenditures 4,000 167,500 167,500
114 - Street Impact Fee
Revenues
Public Service 750,000 600,000 600,000
Interest Income 100,000 100,000 100,000
Admin Reimbursement
Total Revenues 850,000 700,000 700,000
Expenditures
Operations
Capital 712,828 350,000 879,400
Total Expenditures 712,828 350,000 879,400
115 - Building Inspection Fund
Revenues
Permits 646,750 854,600 854,600
State Shared 11,531 - -
General Government 3,799 4,500 4,500
Public Safety 12 500 500
Refunds & Reimbursements - -
Interest Income 10,396 10,000 10,000
Total Revenues 672,488 869,600 869,600
Expenditures
Personnel & Benefits 586,275 590,659 718,486
Operations 168,934 197,894 149,650
Capital - -
Total Expenditures 755,209 788,553 868,136
116 - TIFD Downtown Improvement
Revenues
Property Taxes 1,096,710 1,059,000 1,339,000
State Shared 34,620 34,620 31,158
Interest Income 12,432 10,000 10,000
Other Revenues 4,200
Total Revenues 1,147,962 1,103,620 1,380,158
City of Bozeman, Montana 78 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Operations 96,989 1,000,000 2,075,000
Other Financing Uses 425,287 426,188 424,878
Total Expenditures 522,276 1,426,188 2,499,878
118 - HUD Projects
Revenues
Interest Income - - -
Loan Principal - - -
Loan Interest - - -
Grants 68,524 - -
Refunds & Reimbursement - - -
Total Revenues 68,524 - -
Expenditures
Operations 68,524 - -
Total Expenditures 68,524 - -
120 - Community Housing Fund
Revenues
Property Tax Revenue 78,290 40,000 41,031
Interest Income 4,844 5,000 5,000
Refunds & Reimbursements 70,000 - -
Loan Principal 5,000 5,000 5,000
Total Revenues 158,134 50,000 51,031
Expenditures
Personnel - -
Operations 40,000 40,000 70,000
Total Expenditures 40,000 40,000 70,000
121 - Housing Revolving Loan
Revenues
Interest Income 749 3,000 3,000
Other Revenues 40,000 - -
Loan Principal 4,618 4,000 4,000
Loan Interest 784 - -
Total Revenues 46,151 7,000 7,000
Expenditures
Operations 14,400 14,400 14,400
Total Expenditures 14,400 14,400 14,400
125 - Drug Forfeiture Fund
Revenues
Grants 158,030 98,000
Police Court Fines 40,620 40,000 40,000
Miscellaneous Revenue - 10,000 7,000
Other Financing Sources 8,806 140,000
Total Revenues 207,456 148,000 187,000
Expenditures
Personnel & Benefits 201,531 170,125 156,901
Operations 9,870 8,000 9,700
Total Expenditures 211,401 178,125 166,601
City of Bozeman, Montana 79 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
128 - Fish Wildlife & Park Mgmt
Revenues
Grants
Other Revenue 5,522 - -
Total Revenues 5,522 - -
Expenditures
Operations 13,456 - -
Capital
Total Expenditures 13,456 - -
129 - Recovery Act, ARRA
Revenues
Grants 559,925 25,000 -
Transfers In/Other 1,132 - -
Total Revenues 561,057 25,000 -
Expenditures
Operations 4,000 25,000 -
Capital 117,917 -
Total Expenditures 121,917 25,000 -
130 - Americans with Disability
Revenues
Interest Income 75 - -
Total Revenues 75 - -
Expenditures
Operations - - -
Capital
Total Expenditures - - -
131 - Beautification of Bozeman
Revenues
Donations 29 1,000 -
Interest Income - - -
Total Revenues 29 1,000 -
Expenditures
Operations 685 - -
Total Expenditures 685 - -
132 - Bogert Park Special Revenue
Revenues
Donations 1,315 - -
Other Revenue 1,140 - -
Transfers & Other Revenue 51,693 - -
Total Revenues 54,148 - -
Expenditures
Operating 714 - -
Total Expenditures 714 - -
City of Bozeman, Montana 80 FY12 Approved Budget
City of Bozeman, Montana 81 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
133 - Recreation Special Revenue
Revenues
Interest Income 513 500 500
Donations 316 500 500
Total Revenues 829 1,000 1,000
Expenditures
Operations 13,472 1,000 1,000
Total Expenditures 13,472 1,000 1,000
135 - Cemetery Special Revenue
Revenues
Interest Income 41 - -
Donations - - -
Total Revenues 41 - -
Expenditures
Operations - - -
Total Expenditures - - -
136 - Park Special Revenue
Revenues
Interest Income 310 500 500
Donations - 5,000 5,000
Total Revenues 310 5,500 5,500
Expenditures
Capital - 12,000 12,000
Transfers to Other Funds - - -
Total Expenditures - 12,000 12,000
137 - Library Special Revenue
Revenues
Grants 1,545 - -
Interest Income 251 200 200
Donations 6,381 5,000 5,000
Refunds & Reimbursements - -
Total Revenues 8,177 5,200 5,200
Expenditures
Operations 1,877 7,900 7,900
Transfers - -
Total Expenditures 1,877 7,900 7,900
138 - Law & Justice Center
Expenditures
Operations 19,125 20,000 20,000
Total Expenditures 19,125 20,000 20,000
139 - Police Special Revenue
Revenues
Grants 31,304 - -
Public Safety 2,743 5,000 -
Interest Income 4,397 4,000 4,000
Donations 655 4,000 500
Miscellaneous Revenue 1,298 -
Transfers 100,000 100,000 100,000
Total Revenues 140,397 113,000 104,500
City of Bozeman, Montana 82 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Personnel & Benefits 85,532 74,707 67,412
Operating 30,655 12,710 14,910
Transfers - -
Total Expenditures 116,187 87,417 82,322
140 - Police Domestic Violence
Revenues
Grants 232,067 157,500 -
Refunds & Reimbursements
Transfers 25,000
Total Revenues 232,067 182,500 -
Expenditures
Personnel 26,453 70,546 -
Operating 205,614 181,250 -
Total Expenditures 232,067 181,250 -
142 - Sustainability Grant
Revenues
Grants 20,000 - -
Total Revenues 20,000 - -
Expenditures
Operating 29,620 15,500 -
Total Expenditures 29,620 15,500 -
143 - TIF N 7th Corridor
Revenues
Property Taxes 268,009 272,000 500,000
Interest Income 3,224 2,000 2,000
Transfers
Total Revenues 271,233 274,000 502,000
Expenditures
Operating 105,926 505,000 790,523
Total Expenditures 105,926 505,000 790,523
144 - TIF NE Urban Renewal District
Revenues
Property Taxes 62,441 63,400 79,000
Interest Income 1,848 500 500
Transfers
Total Revenues 64,289 63,900 79,500
Expenditures
Operating 16,641 75,000 169,952
Total Expenditures 16,641 75,000 169,952
145 - TIF Mandeville Farm Industrial
Revenues
Property Taxes 34,341 34,000 34,000
Refunds & Reimbursements
Transfers
Total Revenues 34,341 34,000 34,000
Expenditures
Operating 3,854 - -
Total Expenditures 3,854 - -
City of Bozeman, Montana 83 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
146 - Lighting Districts
Revenues
Special Assessments 517,770 315,000 315,000
Interest Income - -
Total Revenues 517,770 315,000 315,000
Expenditures
Operating 309,489 315,000 315,000
Total Expenditures 309,489 315,000 315,000
174 - Victim/Witness Advocate
Revenues
Police Court Fines 73,597 70,000 70,000
Interest Income 7,280 6,000 6,000
Total Revenues 80,877 76,000 76,000
Expenditures
Operating 78,650 79,500 113,020
Total Expenditures 78,650 79,500 113,020
175 - Senior Transportation
Revenues
Property Taxes 72,853 80,783 82,062
State Shared - - -
Interest Income 165 - -
Total Revenues 73,018 80,783 82,062
Expenditures
Operating 76,586 80,783 82,400
Total Expenditures 76,586 80,783 82,400
176 - BID Downtown Improv Dist
Revenues
Assessments 114,002 114,000 114,000
Penalty & Interest 2,006
Total Revenues 116,008 114,000 114,000
Expenditures
Operating 85,887 114,000 114,000
Total Expenditures 85,887 114,000 114,000
179 - Disaster Relief
Revenues
Property Taxes
Interest Income 1,528 2,000 2,000
Total Revenues 1,528 2,000 2,000
Expenditures
Operating - - -
Total Expenditures - - -
City of Bozeman, Montana 84 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
183 - Fire Dept Special Revenue
Revenues
Grants 329,406 - -
Interest Income
Refunds & Reimbursements 55,563 - -
Total Revenues 384,969 - -
Expenditures
Operating 142,297 - -
Capital 134,667 - -
Total Expenditures 276,964 - -
184 - Parks Master Plan/Improvement Grants
Revenues
Transfers 100,000 - 50,000
Total Revenues 100,000 - 50,000
Expenditures
Capital 62,339 - 50,000
Total Expenditures 62,339 - 50,000
185 - Insurance Proceeds
Revenues
Transfers In - - -
Interest Income 4,586 - -
Total Revenues 4,586 - -
Expenditures
Capital - -
Total Expenditures - - -
186 - Development Impacts
Revenues
Transfers In - -
Interest Income 12,615 8,000 8,000
Donations - -
Total Revenues 12,615 8,000 8,000
Expenditures
Operating 137,456 - -
Total Expenditures 137,456 - -
187 - Fire Dept Equipment
Revenues
Property Taxes 291,857 323,132 328,248
State Shared - -
Interest Income 3,949 5,000 5,000
Total Revenues 295,806 328,132 333,248
Expenditures
Operating 224
Capital 172,211 510,000 -
Total Expenditures 172,435 510,000 -
188 - City/County Joint Drug Forfeiture
Revenues
Fines 67,966 50,000 50,000
Interest Income 3,439 5,000 5,000
Donations - -
Total Revenues 71,405 55,000 55,000
City of Bozeman, Montana 85 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Operating
Transfers to Other Funds 82,498 - -
Total Expenditures 82,498 - -
189 - Story Mansion Special Revenue
Revenues
Charges for Sevices 22,377 40,000 40,000
Refunds & Reimbursements 850 - -
Transfers From other Funds - - -
Total Revenues 23,227 40,000 40,000
Expenditures
Operating 25,619 31,852 34,675
Capital - -
Total Expenditures 25,619 31,852 34,675
191 - Bozeman Tourism BID
Revenues
Special Assessments - 202,587 398,000
Interest Income - - -
Total Revenues - 202,587 398,000
Expenditures
Operations - 189,694 398,000
Total Expenditures - 189,694 398,000
850 - Cash in Lieu of Parkland
Revenues
Cash in Lieu of Parkland - -
Interest Income - -
Total Revenues - - -
Expenditures
Capital - -
Total Expenditures - - -
Debt Service Funds
300 - SID Revolving Fund
Revenues
Personal Property
Miscellaneous 337
General Government
Interest Income 11,777 20,000 20,000
Transfers 568,848 -
Total Revenues 580,625 20,000 20,000
Expenditures
Capital - - -
Debt Service - - -
Total Expenditures - - -
301 - Bond S & I Library
Revenues
Property Taxes 297,069 318,556 314,849
County Shared
Miscellaneous
Interest Income 4,709
Total Revenues 301,778 318,556 314,849
Expenditures
Debt Service 315,486 318,556 316,132
Total Expenditures 315,486 318,556 316,132
City of Bozeman, Montana 86 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
302 - Bond S & I 1995 Trans Proj
Revenues
Property Taxes 440,548 472,110 469,088
Personal Property
County Shared
State Shared
Interest Income (2,341)
Proceeds-Long -Term Debt
Total Revenues 438,207 472,110 469,088
Expenditures
Operating
Debt Service 416,136 420,110 428,066
Total Expenditures 416,136 420,110 428,066
305 - 2007 Downtown TIF Bonds
Revenues
Property Taxes - -
Transfers In 425,287 426,188 424,878
Total Revenues 425,287 426,188 424,878
Expenditures
Operating
Debt Service 416,222 426,188 424,878
Total Expenditures 416,222 426,188 424,878
310-444 - SID Funds
Revenues
Special Assessments 989,977 1,500,000 1,500,000
Interest Income 31,567
Miscellaneous Revenue
Transfers
Total Revenues 1,021,544 1,500,000 1,500,000
Expenditures
Transfers
Debt Service 615,763 1,500,000 1,500,000
Total Expenditures 615,763 1,500,000 1,500,000
Construction Funds
504-558 - Construction Funds
Revenues
Grants - - -
Interest Income - - -
Other Revenues - -
Other Financing Sources 1,824,026 - -
Total Revenues 1,824,026 - -
Expenditures
Operating 17,586
Capital 1,505,884 - -
Total Expenditures 1,523,470 - -
City of Bozeman, Montana 87 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Enterprise Funds
600 - Water Fund
Revenues
Grants 101,491 - -
State Shared - - -
Utility Charges 5,860,144 5,930,508 6,245,817
Interest Income 197,205 106,000 94,000
Miscellaneous Revenue 46,855 - 45,450
Refunds & Reimbursements 5,463 1,020 1,030
Rents and Royalties - 45,000 -
Cash in Lieu of Water Rights - 30,000 -
Contriubted Capital/Other 2,365,634 - -
Proceeds-Asset Disposal 4,349 -
Total Revenues 8,581,141 6,112,528 6,386,297
Expenditures
Personnel & Benefits 1,815,941 1,761,891 1,873,706
Operating 10,078,201 2,241,938 2,566,176
Capital 1,771,384 7,243,303 10,102,216
Debt Service 30,387 32,916
Transfers 262,931
Total Expenditures 13,958,844 11,280,048 14,542,098
610 - Water Impact Fee
Revenues
Utilities & Enterprise 744,558 400,000 775,000
Interest Income 127,673 75,000 75,000
Admin Reimbursement
Total Revenues 872,231 475,000 850,000
Expenditures
Operating 119,244
Capital 400,427 700,000 5,250,000
Transfers - - -
Total Expenditures 519,671 700,000 5,250,000
620 - Waste Water Fund
Revenues
Grants 340,500 -
State Shared 1,271 -
Utility Charges 5,389,071 5,833,000 6,227,995
Interest Income 161,860 100,000 101,000
Miscellaneous Revenue 1,177 6,000 23,380
Refunds & Reimbursements 297,359 30,000 30,300
Contriubted Capital/Other 1,152,686 -
Proceeds of Long Term Debt 12,645,544 9,500,000 -
Total Revenues 19,989,468 15,469,000 6,382,675
Expenditures
Personnel & Benefits 1,527,923 1,544,141 1,768,860
Operating 7,526,059 2,495,774 1,993,324
Capital 17,616,634 21,998,515 1,894,680
Debt Service 235,770 - 1,365,000
Transfers 262,931 - -
Total Expenditures 27,169,317 26,038,430 7,021,864
City of Bozeman, Montana 88 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
630 - Waste Water Impact Fee
Revenues
Utility Charges 667,909 400,000 820,000
Interest Income 203,197 -
Admin Reimbursement
Total Revenues 871,106 400,000 820,000
Expenditures
Operating 19,619 -
Capital - -
Transfers 12,856,997 400,000 404,000
Total Expenditures 12,876,616 400,000 404,000
640 - Solid Waste Fund
Revenues
Recycling Revenue 159,161 119,743 119,743
Collection Route Assessments 2,152,666 2,317,281 2,317,281
Tipping Fees 349,726 - -
Interest Income 36,039 50,000 50,000
Roll-Off Container Rental 6,491 7,787 7,787
Miscellaneous Revenue 13,779 2,000 2,000
Rents and Royalties - - -
Proceeds-Asset Disposition - - -
Total Revenues 2,717,862 2,496,811 2,496,811
Expenditures
Personnel & Benefits 1,096,573 1,028,060 1,054,680
Operating 1,464,551 1,243,455 1,532,362
Capital 350,455 132,350 -
Debt Service
Transfers
Total Expenditures 2,911,579 2,403,865 2,587,042
650 - Parking Fund
Revenues
Licenses and Permits 135,641 130,500 162,850
Fines and Forfeitures 139,705 198,000 150,000
Interest Income 6,781 - -
Other 45,934 19,000 23,500
Total Revenues 328,061 347,500 336,350
Expenditures
Personnel & Benefits 192,198 183,557 202,283
Operating 774,878 180,210 190,407
Capital 26,125 -
Total Expenditures 993,201 363,767 392,690
Internal Service Funds
710 - Vehicle Maintenance
Revenues
State Shared 188 -
General Government 641,864 766,000 794,164
Other 3,526 -
Transfers In 525,863 -
Total Revenues 1,171,441 766,000 794,164
City of Bozeman, Montana 89 FY12 Approved Budget
FY10 FY11 FY12
ActualsApprovedApproved
Expenditures
Personnel & Benefits 227,981 287,929 296,208
Operating 439,716 452,735 452,508
Capital 524,864 26,500 -
Total Expenditures 1,192,561 767,164 748,716
720 - Health-Medical Insurance
Revenues
Premium Revenue 3,424,543 3,452,000 3,452,000
Interest Income - - -
Refunds & Reimbursements 3,574 28,000 28,000
Total Revenues 3,428,117 3,480,000 3,480,000
Expenditures
Operating 3,306,159 3,480,000 3,490,000
Total Expenditures 3,306,159 3,480,000 3,490,000
Permanent Funds
800 - Cemetery Perpetual Care
Revenues
Public Welfare 5,389 4,000 84,000
Interest Income 10,349 16,000 8,000
Transfers from Other Funds 40,000
Total Revenues 15,738 20,000 132,000
Expenditures
Transfers 10,349 16,000 -
Total Expenditures 10,349 16,000 -
865-881 - Public Welfare Grants
Revenues
Intergovernmental 22,909 - -
Total Revenues 22,909 - -
Expenditures
Operating 22,909 - -
Total Expenditures 22,909 - -
City of Bozeman, Montana 90 FY12 Approved Budget
Department:CITY COMMISSION
Activity:General Government
Program Description:
The City Commission is the legislative body of city government. It is comprised of a mayor and four commissioners. Members of the
City Commission are elected at large for four year overlapping terms.
Responsibilities of the Commission include: establishment of policies governing the operation of the City, enactment of ordinances
and resolutions, adoption of the annual operating budget, levying of taxes, and appointment of members to citizen advisory boards
and commissions.
The Commission employs a City Manager and is responsible for the oversight and evaluation of the Manager’s performance as the
chief administrative officer of the City.
Beginning in Fiscal Year 2006, the budget oversight and supervision of the City Clerk 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 foster 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 order 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.
Budget Highlights:
FY12: Municipal General Election ‐ $35,000, no primary. Occurs every‐other year.
Accomplishments:
The election of the Mayor/Deputy Mayor and a Commissioner.
Department Performance Measures:
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL1ORDINANCES PASSED 26222525
WL2RESOLUTIONS PASSED93758585
WL3COMMISSION MEETINGS HELD 61495255
WL4PUBLIC HEARINGS HELD61495255
WL5HOURS OF MEETINGS 244245250270
WL6PAGES OF MINUTES 915735800820
WL7EXECUTIVE SESSIONS 4 9 5 5
WL8HOURS OF EXECUTIVE SESSIONS8181010
WL9PAGES OF MINUTES FROM EXECUTIVE SESSIONS 10271515
City of Bozeman, Montana 91 FY12 Approved Budget
Department:CITY COMMISSION
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$88,636$82,301$79,066 ($3,235)‐3.93%
Operating $76,330 $92,983 $73,400 ($19,583)‐21.06%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$164,966 $175,284 $152,466Totals ($22,818)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1110City Commission $164,966 $169,284 $148,466 ($20,818)‐12.30%
1130Special Bodies/Study Commission/Ethics
Board
$0 $6,000 $4,000 ($2,000)‐33.33%
$164,966 $175,284Totals $152,466 ($22,818)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$164,966$175,284$152,466 ($22,818)‐13.02%
$164,966 $175,284Totals $152,466 ($22,818)
City of Bozeman, Montana 92 FY12 Approved Budget
Department:CITY MANAGER
Activity:General Government
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 policies of the Bozeman City Commission, and the resources of the City. The City Manager provides information
to the City Commission that supports their ability to make informed policy decisions.
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 employment 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, acting as a staff person for the Commission, and preparing the Commission
agenda in conjunction with the City Manager.
For Fiscal Year 2012, the Economic Development division has been moved to the Community Development section of the budget.
Major Objectives:
In support of the seven “Goals” of the City the staff of the City Manager’s office will:
Communicate Bozeman City Government activities to the public by:
• Increasing the amount of current information available on the city’s website;
Maintain a current knowledge of regulations pertaining to employment and their effect on that resource by:
• The director of Human Resources, the City Attorney and the City Manager attending relevant professional conferences;
• Subscribing to and reading relevant professional journals;
• Conducting in‐house training for supervisors;
• Conducting in‐house training for staff covering “work place violence,” “sexual 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 organization;
• Encouraging continuing education at Montana State University and the College of Technology;
• Acknowledge our limited resources and constantly develop, implement, and review plans to address needs through efficiency in
assignments, cross training and other means.
Provide opportunities and training for senior level staff to ensure seamless governmental operations in the absence of any
department head by:
• Anticipating future service demands and resource deficiencies and be proactive in addressing them.
• Provide technical and coordination assistance in all spatially oriented projects within the City.
The outcomes of our investment will be:
• A well‐led, coordinated, and trained workforce;
• Secure, consistent governmental operations;
• Lawful, equitable, and effective allocation of City resources;
• An informed and involved City Commission;
• An informed and involved community;
• Open, transparent government.
Budget Highlights:
City of Bozeman, Montana 93 FY12 Approved Budget
Department:CITY MANAGER
Activity:General Government
Laserfiche Records and Agenda Management Software ‐ $9,500 annual licensing.
Amount to Complete Codification ‐ $8,300.
Annual amount for Codification Updates ‐ $3,300.
Annual city‐wide Leadership Training ‐ $10,000.
Accomplishments:
FY2011 ACCOMPLISHMENTS:
• Inclusion of Payroll Officer (HR Associate) in HR Office, and
• Hiring of an Economic Development Omsbudsman.
• Beginning of Bozeman Municipal Code Codification project.
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM1The City Commission will be supported in their decision
process by always receiving unbiased, accurate research and
data from the staff a minimum of seven days prior to the
introduction of an item as an agenda item
80%98%98%98%98%
PM2Citizens will be assured transparent local government through
established, maintained, and staffed open office hours, live
televised and internet streamed public meetings, advertised
Commission agendas, accessible public records, and
information available through the city’s web page at
www.Bozeman.net.
100%100%100%100%100%
PM3An 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 groups.
100%100%100%100%100%
PM4Public resources will be allocated effectively and lawfully.
Qualified independent auditors will perform annual audits,
the budgeting process will be a public process, and the budget
will emphasize outcomes consistent with the city’s adopted
goals and work plan.
100%100%100%100%100%
PM5Employee matters will be handled in an
equitable and lawful manner that minimizes
the risk of loss to the City and its employees.
100%100%100%100%100%
PM6The recruitment process will protect the work force and City
rights, and results in matching appropriate hires with
appropriate jobs. Turnover will be kept low resulting in a
stable workforce. Continual skill improvement training will
result in a competent, effective and efficient workforce.
100%100%100%100%100%
PM7Opportunities to participate in world class leadership skills
training seminars by senior staff will result in a well‐led and
coordinated workforce whose culture and work environment
is built on the city’s core values of Integrity, Leadership,
Service and Teamwork.
100%100%100%100%100%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Contracts Negotiated with Bargaining Units 2 1 3 3
WL02COMMISSION MEETINGS ATTENDED76726969
WL03Telephone & Email Contacts
CM and Assistant CM
45000250002500025000
City of Bozeman, Montana 94 FY12 Approved Budget
Department:CITY MANAGER
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
WL04Meetings with County Administration 24202020
WL05Meetings with Civic Groups and Citizens 150757575
WL06Meetings with MSU 10101010
WL07Meetings with the Chamber 8 242424
WL08Meetings with other MT City Managers 3 3 3 3
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$710,636$806,857$713,851 ($93,006)‐11.53%
Operating $78,215 $109,815 $107,165 ($2,650)‐2.41%
Capital $0 $8,700 $7,500 ($1,200)‐13.79%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$788,851 $925,372 $828,516Totals ($96,856)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1210City Administration $421,081 $377,633 $387,578 $9,945 2.63%
1220City Clerk $125,209 $144,708 $157,805 $13,097 9.05%
1230Human Resources $169,869 $273,344 $269,533 ($3,811)‐1.39%
1260Neighborhood/Economic Development
Programs
$72,692$129,687$13,600 ($116,087)‐89.51%
$788,851 $925,372Totals $828,516 ($96,856)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$788,851$925,372$828,516 ($96,856)‐10.47%
$788,851 $925,372Totals $828,516 ($96,856)
City of Bozeman, Montana 95 FY12 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Program Description:
The court budget unit accounts for costs associated with the judicial branch of city government, which includes one full time judge
and one half time judge, chief clerk, line clerks, and related operating costs.
Section 3‐6‐101, et, seq., MCA, establish general provisions for a municipal court. Section 3‐6‐103 sets forth the jurisdiction of the
municipal court which includes: jurisdiction coordinate and coextensive with the justice' courts; original jurisdiction of all civil and
criminal actions and proceedings provided for in 3‐11‐103; concurrent jurisdiction with the district courts in actions arising under
Title 70, chapters 24 through 27; applications for search warrants and complaints charging commission of a felony; tax collection
under $5,000; money due the city or; actions under $5,000 for the breach of official bonds and breach of contracts; recovery of city
property under $5,000; collection of license fees; specified civil cases under $7,000.
The municipal judge is elected every 4 years in a nonpartisan election held in conjunction with the city's regularly scheduled general
election. The municipal court hears cases involving city ordinances and misdemeanor cases defined by state criminal codes and may
conduct preliminary hearings in felony cases.
Municipal Court operates out of the Gallatin County Law & Justice Center in the basement.
Major Objectives:
•Additional training for staff
•Coordinate with transition to new detention center
•Write new local rules of court
•Continue scanning court documents
•To maintain an efficient collection system concentrating on collects reported to Municipal Services Bureau and collection of fines
and restitution.
•To continue effective communications with the city attorney, city prosecutor, law enforcement agencies, and Public Defender’s
Office.
•Maintain updates of computer program
•Maintain West Law for court use.
•Periodically update new bond book with new offenses and fine increases.
•Increase security measures for courtroom and staff.
•Co‐operate with Commissioners toward establishing adequate space for increased court operations and location with Bozeman
Police Department.
Budget Highlights:
Law & Justice Center Maintenance ‐ Courtroom #1 and Clerks office ‐ $47,396
Law & Justice Center Space Lease & Maintenance ‐ Courtroom #2 ‐ $26,250
Accomplishments:
Anticipated for Fiscal Year 2012:
•To implement a mode of an efficient collection system concentrating on collections and monitoring restitution.
•To maintain a current and efficient criminal docket; expedite jury trials and trial resolutions.
•To continue effective communications with the City Attorney, City Prosecutor, Public Defenders Office, and Law Enforcement
Agencies.
•Additional training to all staff.
•Maintain updates of computer program, jury program, scanning records.
•Periodically update new bond book with new offenses and fine increases.
•Maintain improved access to archive records.
•Efficiently handle increased volume of motions, motions hearings, and trials.
City of Bozeman, Montana 96 FY12 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01In an effort to maintain current and efficient criminal and civil
dockets, the average age of cases will be as follows:
Initial Appearance
Judge
Jury
** per police dept request, scheduling judge trials around
officers’ days off to reduce OT
< 1 Mo.<1 mo.<1 mo.<1 mo.
PM02% of cases resolved on first appearance N/A70%70%60%60%
PM03Bozeman Municipal Court’s effectiveness equals or exceeds
the standards in all cases and remains in compliance with
Montana law relating to referrals of disposition of cases to
the Department of Motor Vehicles within 15 days.
15 DAYSN/A100%100%100%
PM04Amount of time spent to initialize time pay agreement10 min per c1 min per1 min per1 min per1 min per
PM05% of daily time devoted to time pay (phone, counter,
summons, warrant), per clerk
10%/clerk25%35%50%50%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM06Number of:
Judge trials
Jury trials
Open court
Misc. hearings
3 days wkly
PM07Ticket entry per hour2015‐2515‐2515‐2515‐25
PM08Processing of open court paperwork (amount of time needed
to complete the processing of all paperwork created during
that day’s open court session and is based on a standard of ½
day per clerk to complete one average day’s paperwork from
open court proceedings) & Judge Trials
1/2 DAY1/2 DAY1/2 DAY3/4 DAY3/4 DAY
PM09Municipal Court Trials – amount of Clerk Time in Court Room
w/Judge trials during trial
10%10%10%20%30%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Court Citations 73907994517310000
WL02Judge Trial Requests 578290211300
WL03Jury Trial Requests 1205702389600
WL04Pre‐Trial Hearings (suppression, omnibus etc.)
New procedure for FY11, instead of auto set Jury trial
‐‐‐‐14342500
WL05Open Court Proceedings – hourly 10‐11 HOUR10‐11 HOUR10‐11 HOUR10‐11 HOUR
WL06Judge Trials Held195123151150
WL07Jury Trials Held 24142430
WL08Temporary orders of protection 65243860
WL09Summons Issued 3851127924063000
WL10Warrants Issued139053621772500
WL11Appeals 145 9 13
WL11Open Court appearances (daily average)28.9227.9425.4028.00
WL12Municipal Infractions 205110052050700
City of Bozeman, Montana 97 FY12 Approved Budget
Department:MUNICIPAL COURT
Activity:General Government
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$400,085$462,069$474,250 $12,181 2.64%
Operating $200,213 $149,175 $149,600 $425 0.28%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$600,298 $611,244 $623,850Totals $12,606
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1310Municipal Court$600,298$611,244$623,850 $12,606 2.06%
$600,298 $611,244Totals $623,850 $12,606
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$600,298$611,244$623,850 $12,606 2.06%
$600,298 $611,244Totals $623,850 $12,606
City of Bozeman, Montana 98 FY12 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
Program Description:
The City Attorney is the legal advisor and primary attorney for the city and as such is responsible for protecting the legal interests of
the city. The City Attorney and legal department staff: represent the city before all courts, administrative agencies, and all legal
proceedings involving the City; prosecute misdemeanors including DUI, domestic violence related cases, and traffic offenses
committed within City limits; provide legal advice to the City Commission, City Manager, and all departmental staff and boards; and
prepare or review contracts, deeds, resolutions, ordinances, and other municipal documents. The City Attorney’s Office also
oversees litigation involving the city managed by appointed counsel.
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:
Provide quality legal services
Promote an understanding of what we do and understand what everyone else does.
Develop resources, materials and personnel within team.
Train for consistent leadership for continuous operations.
Promote areas of specialization while maintaining high degree of teamwork and collaboration.
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.
Major Objectives:
•To work with the Bozeman Police Department and MSU Police Department to enforce state laws and city ordinances pertaining to
misdemeanors and traffic violations committed within the city limits.
•To work with other city personnel and officials in enforcing city ordinances including zoning, building code, fire code, and business
licensing.
•To review legitimate complaints from citizens for the filing of criminal offenses and, if approved by the City Attorney's Office,
prosecute the violations in court.
•To prosecute criminal cases in a timely, firm, and efficient manner which serves the best interests of justice, to include the best
interest of the citizens of Bozeman while providing justice for the victims.
•To serve as the city's legal counsel and legal representative before all courts, administrative agencies, and in all legal proceedings
involving the city, and to provide oversight of cases where the city or a city insurance carrier retains special legal counsel.
•To provide legal advice to the City Manager, Mayor, City Commission, departmental staff, and city boards concerning legal matters
that arise with respect to city governmental services and operations.
•To perform legal research and issue legal opinions.
•To review or prepare contracts, deeds, resolutions, ordinances, and other municipal documents relating to governmental
agreements, services, and operations of the city.
•To attend City Commission meetings and provide legal advice.
City of Bozeman, Montana 99 FY12 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
•To practice preventative law by being integral members of the city’s departmental teams and by providing legal risk management
services and proactive legal advice.
Budget Highlights:
No significant change to personnel or operating budgets.
Fully Fund Victim/Witness Program •The Montana Board of Crime Control Grant that funds a significant portion of Gallatin County’s
Victim/Witness program may be reduced for FY12 by approximately $40,000. If so, a request of approximately an additional $20,000
in addition to the amount listed here will be made to fund the V/W program at current staffing levels for FY12. This request will be
made toward the end of FY1, will be to use current V/W cash reserves, and will not be for an additional general fund allocation.
Summer Legal Intern (same as FY11) •The contributions of summer interns to the legal department cannot be understated. In
addition to the benefits provided to the Montana legal community from mentoring a law student intern, the interns provide
substantial benefit to the city of Bozeman by providing legal research on important criminal and civil matters, covering ministerial
procedures in municipal court to free up prosecutor time, and taking assigned lower difficulty misdemeanor cases during a period of
significant vacation time. FY12 will be the third straight year a pre‐third year law student from the University of Montana will be
hired. The intern must be eligible for work study. The city of Bozeman’s contribution for FY12 will be approximately $5,000 for 12
weeks of full time work.
Funds for witness travel • In FY11, $1500.00 was appropriated for witness travel. Fortunately, during this fiscal year only a small
portion of these funds is anticipated to be used. However, an appropriation of $3,000.00 for FY12 is requested to ensure adequate
monies are available to bring former Bozeman police officers to testify in hearings and trials, and to provide additional opportunities
to proceed to trial on cases rather than seek less than desirable plea agreements due to the unavailability of witnesses.
Fees for Outside Counsel/Litigation Costs • The FY11 budget included $50,000 in funds to cover fees and costs for outside counsel
related primarily to City of Bozeman v. MMIA et al. As the City did not incur fees and costs approaching this amount and does not
anticipate doing so in FY12 the amount requested for this case is reduced for FY12. Funds are added to pay for outside water rights
counsel for the integrated water resources plan and for verifying priority and validity of water rights in Sourdough Canyon.
Add 4th Victim Witness Advocate •As ongoing caseload continues to increase, the severity and complexity of cases continues to
increase and is coupled with the uncertainty of grant funding and staffing for the legal advocate position. Working with Gallatin
County, we can add a 4th Victim Witness Advocate to adequately provide these services, fulfilling the city’s statutory requirements.
Maintain funding for 5th Attorney
Accomplishments:
FY 11 Primary Accomplishments
•Stabilized department staffing and increased internal department efficiency and effectiveness through integration of new
prosecutors and new administrative staff.
•Continued to improve integration of Legal Department into all facets of City operations.
•Implemented weekly criminal staff meetings to increase communication, cooperation, and effectiveness of criminal services team.
•Worked to better inform police officers and other witnesses of cancelled or amended dates for hearings and trials.
•Upgraded JustWare to improve case and data management.
•Will complete code codification toward the end of FY11 with Phase II of codification to be undertaken throughout FY12.
•Completed legal work related to asbestos cleanup at library and actively participated in Bozeman Solvent Site regulatory process
with anticipation of obtaining record of decision toward end of FY11.
•Implemented policy to complete all requests for prosecution within 30 days of receipt.
•Implemented policy to complete all requests for confidential or public criminal justice information within time period required by
district court.
•Increased oversight of and participation in civil litigation handled by outside counsel.
City of Bozeman, Montana 100 FY12 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
FY 12 Anticipated Efforts & Accomplishments
•Continue to focus on improving efficiencies and effectiveness in all areas of prosecution services through professional development,
greater use of JustWare, and other program efficiencies.
•Continue to focus on professional development of all staff.
•Develop more accurate and meaningful performance metrics for both criminal and civil functions.
•Participate in integrated water resources planning efforts and oversee hiring and work of outside water rights counsel.
•Clarify liability coverage for all boards; participate in development of contract templates/ contract routing policy; and assist in
development of comprehensive risk management program.
•Increase communication with police department through trainings and shift briefings.
•Oversee second phase of codification.
•Participate in evaluation of city of Bozeman criminal justice system.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01New Cases 115610736921040
WL02Open Cases 1707164818001800
WL03Judge Trials 1941136190
WL04Jury Trials 24251827
WL05Change of Plea Hearings 685984571990
WL06Omnibus Hearings 109713179151350
WL07Various Other Hearings 162208207300
WL08Requests for Confidential Criminal Justice Information1112812
WL09Requests for Prosecution 40472245
WL10Calendar Call ‐432261390
WL11Domestic Cases Prosecuted 31402030
WL12DUI's Proscuted ‐ 1st Offense 255346164250
WL13DUI's Prosecuted ‐‐ 2nd Offense (incl above)603960
WL14DUI's Prosecuted ‐‐ 3rd Offense (incl above)103 10
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$443,918$526,797$645,830 $119,033 22.60%
Operating $152,398 $208,875 $201,745 ($7,130)‐3.41%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$596,316 $735,672 $847,575Totals $111,903
City of Bozeman, Montana 101 FY12 Approved Budget
Department:CITY ATTORNEY
Activity:General Government
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1410City Attorney $515,284 $603,672 $708,055 $104,383 17.29%
1430‐1446Civil Litigation $1,303 $51,000 $25,000 ($26,000)‐50.98%
1460Criminal Prosecution ‐ General $1,079 $1,500 $1,500 $0 0.00%
1462Criminal Prosecution ‐ Victim/Witness $78,650 $79,500 $113,020 $33,520 42.16%
$596,316 $735,672Totals $847,575 $111,903
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$517,666$656,172$734,555 $78,383 11.95%
174Victim Witness Advocate $78,650 $79,500 $113,020 $33,520 42.16%
$596,316 $735,672Totals $847,575 $111,903
City of Bozeman, Montana 102 FY12 Approved Budget
Department:FINANCE
Activity:General Government
Program Description:
The Finance Department budget unit accounts for the general fund costs associated with the overall financial administration of the
city.
The Finance Department is comprised of three divisions:
• Administration,
• Accounting, and
• Treasury
The department provides support services to other departments including: financial planning, budgeting, insurance administration,
accounting and financial statement preparation, data processing, collection and investment of city funds, debt administration, utility
billing, special improvement district accounting, business license administration, development of internal controls, information
technology services, GIS services, and data processing services.
The purpose of the Administration division is to provide financial planning and budgeting services and oversight. Insurance
administration, capital improvements planning and long‐range financial planning is done through this division, along with general
leadership for the Finance Department as a whole, including Grants and Sustainability efforts.
The purpose of the Accounting division is to properly record and account for the finances of the City. The division is responsible for
processing accounts payable, the recording of fixed assets, and the preparation of all financial statements.
The purpose of the Treasury division is to properly bill and collect amounts owed to the City. The Treasury division collects and
invests all city funds, bills utility charges to customers and special improvement district assessments to property owners. The
division also issues business & pet licenses, collects parking tickets, and records cemetery lot sales.
Major Objectives:
• To manage and account for the city's finances in accordance with Generally Accepted Accounting Principles (GAAP), as set forth by
the Governmental Accounting Standards Board (GASB).
• To prepare a Comprehensive Annual Financial Report (CAFR) in conformity with Generally Accepted Accounting Principles.
• To prepare a comprehensive budget on an annual basis that encompasses all funds of the city.
• To seek to maintain a diversified and stable revenue base.
• To seek to collect all funds due the city.
• To monitor all department'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 Commission.
• To assure efficient and effective management of the public's resources by providing quality financial services.
• To safeguard and account for City assets and to provide accurate and timely budgetary and financial data to management, City
Commission, and the citizens of Bozeman.
• To provide knowledgeable and courteous customer service to all individuals who contact the Finance Department with questions
or concerns.
• To safeguard the City's financial assets through prudent investing, budgeting and expenditure control.
Budget Highlights:
General Fund share of Annual Budget ‐ $23,750
GASB Statement 45 Pension Calculation contract ‐ $3,000
Software Contract for Enterprise software ‐ $63,250
Accomplishments:
City of Bozeman, Montana 103 FY12 Approved Budget
Department:FINANCE
Activity:General Government
Anticipated for FY12:
•Close monthly accounting functions by the 20th day of the following month.
•Receive a clean audit opinion with no continuing or new audit comments.
•Document the procedures for all Finance Department functions.
•Properly account for ARRA/Stimulus dollars.
•Successful replacement of the Enterprise‐wide Financial System server.
•Installation and training internally and across departments for utilization of new Qrep reporting software module.
•Improve information sharing with Planning Department and Engineering and GIS Divisions to provide for more timely and accurate
land parcel and owner information.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Receive Distinguished Budget Presentation
Award for the Government Finance
Officer's Association
RECEIVERECEIVEDRECEIVEDRECEIVEDWILL APPLY
PM02Receive Certificate of Achievement for
Excellence in Financial Reporting from the
Government Finance Officer's Association
RECEIVERECEIVEDRECEIVEDWILL APPLYWILL APPLY
PM03City's Bond Rating ‐ General Obligation A2A2A2A2
PM03City's Bond Rating ‐ Downtown Tax Increment District RatingBBBBBBBBB+BBB+Standard and Poors
rating. Issued in 2008,
upgraded in 2010, and
reaffirmed in 2011.
PM05% of monthly checklist items done correctly
the first time
95%99%99%99%99%
PM06% of journal entries made without later
correction or adjustment
99%99%99%99%99%
PM07% of months general ledger is closed by the
20th of the month
90%84%92%92%81%
PM08% of property transfers billed on schedule97%100%100%100%100%
PM09% of accounts receivable statements mailed
by the 15th of the month
98%100%100%100%100%
PM10Average # of water customers on
shut‐off list per month
<10<10<20<20<20
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01SID Statements 15000158161600016000
WL02Utility Bills 134000135000135000135000
WL03Accounts Payable Checks Processed 11500110001100011000
WL04W‐2's Processed 415450450450
WL05Grants Recorded and Reported 30303535
WL06IRS Informational Returns 105120120120
WL07Business Licenses (Calendar Year)3800426037504250
City of Bozeman, Montana 104 FY12 Approved Budget
Department:FINANCE
Activity:General Government
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$670,041$622,846$628,707 $5,861 0.94%
Operating $171,291 $178,805 $193,785 $14,980 8.38%
Capital $7,600 $74,750 $1,000 ($73,750)‐98.66%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$848,932 $876,401 $823,492Totals ($52,909)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1510Finance Administration $139,005 $146,265 $150,442 $4,177 2.86%
1520Accounting $395,084 $406,848 $365,424 ($41,424)‐10.18%
1530Treasury $314,843 $323,288 $307,626 ($15,662)‐4.84%
$848,932 $876,401Totals $823,492 ($52,909)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$848,932$876,401$823,492 ($52,909)‐6.04%
$848,932 $876,401Totals $823,492 ($52,909)
City of Bozeman, Montana 105 FY12 Approved Budget
Department:PLANNING
Activity:General Government
Program Description:
Program Description
The Department of Planning and Community Development (DPCD) accounts for the costs of administering the City’s long range
planning, current planning, and community development programs. Section 76‐1‐407 MCA authorizes a city levy, not to exceed 2
mills, for funding of the City planning program. The balance of funding for DPCD activities comes from the general fund, fees, and
grant administration monies. Major elements of the City’s Planning and Community Development program include:
Long Range Planning: DPCD staff leads the long range planning activities of the City, including: 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 departments with the preparation of strategic plans for land‐use related programs, such as parks and
open space planning; providing staff support and technical assistance to Urban Renewal Boards; coordinating planning efforts with
other public and private organizations and agencies; 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 administers the Subdivision Ordinances of the City and provides project management services for all
applications for subdivision of land within the City in accordance the Montana Subdivision and Platting Act (Sections 76‐3‐101
through 76‐3‐625, MCA).
Zoning Ordinance Administration: DPCD staff administers the Zoning Ordinances of the City and provides project management
services for all applications for site development, including Conditional Use Permits, Planned Unit Developments, Site Plan reviews,
Certificates of Appropriateness, requests for variances and deviations, zone map amendments, and zone code amendments. This
program element also includes our Code Enforcement operations, to ensure compliance with adopted Zoning Ordinances. Zoning
Ordinance Administration also includes requirements for commercial signage and landscaping.
Historic Preservation: DPCD staff, working with the Historic Preservation Advisory Board, serves as an advocate for preservation and
creates public and civic awareness of preservation through presentations, programs, media outreach, newsletters, nomination of
historic properties to the National Register of Historic Places, an annual historic preservation awards program, and historic
preservation week. The Historic Preservation Officer reviews proposals for structural modifications within Bozeman's neighborhood
conservation overlay district and for historic properties elsewhere in the City 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; provides technical assistance to persons wishing to modify or maintain local historic resources; and, pursues grant and
other funding opportunities to support historic preservation activities.
Impact Fees: DPCD staff administers the City’s impact fee program.
Work force Housing: DPCD staff administers the City’s Work Force Housing program.
Neighborhood Program: The Neighborhood Program is lead by the Assistant to the City Manager and facilitates the resolution of
neighborhood concerns and issues including coordinating neighborhood issues with City departments, other neighborhoods, and
City programs. The program assists in the planning, implementation and coordination of individual neighborhood programs, as well
as encourages and assists neighborhood groups seeking formal recognition by the City. Additionally, the Assistant to the City
Manager provides notice to INC delegates regarding all applications received by the Department of Planning and Community
Development among other responsibilities outlined in BMC 2.82.130 Section A., 1 – 9.
Boards / Commissions Served: , DPCD staff provides technical support and professional assistance to a variety of advisory boards and
commissions to carry out the above‐described program elements, These Boards and Commissions include: City Commission, City
Planning Board, City Zoning Commission, Design Review Board, Development Review Committee, Transportation Coordinating
Committee, Historic Preservation Advisory Board, Beautification Board, North Seventh Urban Renewal Board, Northeast Urban
Renewal Board, Impact Fee Advisory Committee; and, Community Affordable Housing Advisory Board
City of Bozeman, Montana 106 FY12 Approved Budget
Department:PLANNING
Activity:General Government
Major Objectives:
LONG RANGE PLANNING: To engage the community to prepare and periodically update a “Growth Policy” (Comprehensive Plan) and
Transportation Plan for the City of Bozeman, and to provide technical support and information to the Planning Board, City
Commission, and other departments on all matters pertaining to long‐range comprehensive planning.
To assist other departments and agencies with Capital Improvements planning to ensure appropriate linkages between
infrastructure and land use planning.
To coordinate with public and private organizations and agencies to implement long range planning objectives effectively and
efficiently.
CURRENT PLANNING: To provide customer service to residents, businesses, development professionals, and other interested parties
to make the planning process accessible, understandable, and efficient.
To evaluate and make recommendations to the Planning Board, City Commission, and /or Director of Public Service on all
applications for annexations and subdivisions of land, and to provide accurate and current maps for planning, subdivision, and
annexation projects.
To evaluate and make recommendations to the Development Review Committee, Design Review Board, Zoning Commission and City
Commission on all proposals for site development.
To provide zoning code enforcement and support to staff and the public to insure compliance with, and resolution of non‐
conformities from, the Bozeman Municipal Code.
To review business licenses and building permit applications for compliance with the Zoning Ordinance.
To aid the City Commission and the Community Affordable Housing Advisory Board in implementing regulatory reform to increase
the stock of affordable housing in the City Of Bozeman.
To 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.
To facilitate and coordinate the City’s Development Review and Design Review processes, to ensure compliance with the City’s
regulatory and design related policies.
To continue to promote local historic preservation education through various public forums, including slide shows, lectures, tours,
school presentations, the Historic Preservation Office resource library, and the publication of Heritage Preservation News.
To review historic and architectural appropriateness of alterations, rehabilitations, and restorations 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.
To administer the City’s impact fee program.
COMMUNITY DEVELOPMENT: To assist and coordinate with other departments as needed with various grant writing proposals and
administration.
To participate in the City’s affordable housing programs, including participation on the Community Affordable Housing Board
(CAHAB) and administration of the City’s Work Force Housing Policy, as codified in the Unified Development Ordinance.
To participate in the City’s economic development programs by assisting new and existing businesses with the planning process,
sitting on the Revolving Loan Fund Committee, reviewing commercial development proposals, and providing census and other
technical data to various entities as needed.
Budget Highlights:
NO Capital Improvements are planned for FY12.
Continued administration and management of the Neighborhoods Program by DPCD staff.
Continued administration and management of the the Urban Renewal/Tax Increment Financing District Boards by DPCD staff.
Accomplishments:
City of Bozeman, Montana 107 FY12 Approved Budget
Department:PLANNING
Activity:General Government
Anticipated for FY12: Enhanced customer service for residents, businesses, development professionals, and other interested parties
relative to general inquiries, potential projects, and development applications.
Management of current workload (project reviews for annexations, subdivision, and zoning proposals, impact fee administration,
design review, and historic preservation activities);
Review and target revisions to the City’s Unified Development Ordinance (UDO) to advance community goals and Commission
direction, as follows:
1.Complete revisions to Sign Code;
2.Continue evaluation of approaches to incentivize density in the B‐3 District;
3.Expand Planning Director administrative approvals;
4. Exempt small projects based on specific criteria;
5. Implement over the counter approval system;
6. mplify the reuse process;
7. Reduce conditional uses;
8. Evaluate approaches for conversion of condominium lots to townhome lots;
9. Implement administrative deviation process; and,
10. Consolidate regulatory structure of zone district standards and overlay district guidelines.
Evaluate procedural options for efficient replatting of expired subdivisions.
Analyze the DRC process and implement modifications to improve efficiencies.
Continue implementation of Downtown Bozeman Improvement Plan, in conjunction with Downtown Business Partnership and other
partners;
Continue implementation of Bozeman Community Plan, per statute;
Implementation of City of Bozeman Economic Development Plan (in conjunction with Economic Development Ombudsman and the
Economic Development Council));
Administer process for updating of the four impact fee studies;
Staffing of two Urban Renewal/Tax Increment Finance District Boards;
Continued coordination and cooperation on planning issues with Gallatin County, School District 7, Montana State University,
Montana Department of Transportation, Gallatin Valley Land Trust, and other public and private organizations.
Evaluate alternative methods of updating the Historic Resources Inventoryin partnership with the Bozeman Historic Preservation
Advisory Board; and,
Special projects as directed.
Department Performance Measures:
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Subdivision Pre‐applications 4 4
WL02Minor Subdivision Pre. Plats 3 2
WL03Major Sub‐Preliminary Plats 0 2
WL04Final Plats34
WL05Master Plan Amendments 2 1
WL06Annexations 1 2
City of Bozeman, Montana 108 FY12 Approved Budget
Department:PLANNING
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
WL07Exemptions 7 10
WL08Preliminary Plat Lots Approved 6 170
WL09Final Plat Lots Approved 10 200
WL10Number of public forum opportunities for special projects2010
WL11Number of literature/information requests pertaining to
impact fees
100 150
WL12Number of participants in forums 150 100
WL13Number of projects assessed impact fees 451 1000
WL14Number of estimates for impact fees100150
WL15Site Plans 37 25
WL16Conditional Use Permits1415
WL17Planned Unit Developments 0 0
WL18Certificates of Appropriateness221225
WL19Sign Reviews (permanent and temp)281 280
WL20Variances/Appeals 3 4
WL21Zone Map Amendments 3 4
WL22Zone Text Amendments35
WL23Concept Plan Review/Informal Review 10 20
WL24Number of site visits and/or signage consultations evaluating
allowable signage
500 550
WL25Special Temporary Use Permits (STUPs)10 10
WL26Reuse Permits 13 15
WL27HISTORIC PRESERVATION ‐ Office Visitations 300
WL28HISTORIC PRESERVATION ‐ Presentations (slides, wlaking
tours, etc.)
173200
WL29HISTORIC PRESERVATION ‐ Newsletters/articles02
WL30HISTORIC PRESERVATION ‐ Advisory Board Meetings580 Hours580 Hours
WL31HISTORIC PRESERVATION ‐ Staff work with Volunteers 350 Hours 650 Hours
WL32HISTORIC PRESERVATION ‐ Certified Local Government Hours1000 hours1000 Hours
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$624,492$667,186$587,382 ($79,804)‐11.96%
Operating $64,746 $63,179 $70,122 $6,943 10.99%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$689,238 $730,365 $657,504Totals ($72,861)
City of Bozeman, Montana 109 FY12 Approved Budget
Department:PLANNING
Activity:General Government
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1610Planning Operations$208,195$214,585$185,084 ($29,501)‐13.75%
1620Subdivision Review $112,048 $123,544 $122,939 ($605)‐0.49%
1630Long‐Range Planning $168,427 $180,280 $53,829 ($126,451)‐70.14%
1640Annexation $50,888 $60,315 $48,417 ($11,898)‐19.73%
1650Code Enforcement $57,060 $59,187 $0 ($59,187)‐100.00%
1660Historic Preservation $2,775 $2,450 $85,208 $82,758 3377.88%
1670Zoning Operations $89,845 $90,004 $162,027 $72,023 80.02%
$689,238 $730,365Totals $657,504 ($72,861)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
100Planning Fund $689,238 $730,365 $657,504 ($72,861)‐9.98%
$689,238 $730,365Totals $657,504 ($72,861)
City of Bozeman, Montana 110 FY12 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
Program Description:
The Facilities Management budget unit accounts for costs associated with maintaining city owned buildings and grounds. Buildings
that fall under budget unit include: City Hall, , Fire Stations #1, #2 and #3, City Shop Complex, Lower Yard Shop Complex, Vehicle
Maintenance Building, Alfred M. Stiff Professional Building, Bozeman Public Library, and the Bozeman Senior Citizen's Center.
Facilities Management is also responsible for coordinating remodeling, renovations and new construction projects. Current
construction projects include: building damage from the June 30, 2010 hail storm, Shop Complex remodel and renovations, and the
grant funded city‐wide energy retrofits. Work in this area includes solicitation of professional design and engineering services;
selection of contractors and trades‐people for project specific activities; and monitoring progress and processing claims for services.
The majority of the costs in the Facilities’ budget category are included in utility charges, building repairs and maintenance. While
the Facilities staff has become more hands on in our approach over the last year, current staffing levels still require that the majority
of the service needs are accomplished through contracted services. Contracted services include such activities as: janitorial services,
snow removal, lawn care, building systems including elevator and fire suppression systems and heating, ventilation and air
conditioning systems and mechanical controls. The department also assists other divisions with building related projects and
construction related services.
Major Objectives:
• To provide a safe, comfortable, and professional working environment for all city employees, elected officials, building tenants and
the public.
• To maintain all buildings and related equipment in good working condition in a proactive manner that will help extend their useful
life.
• To maintain a proactive approach for long‐term facility planning, and project scheduling in order to avoid the costly problems of
deferred maintenance.
• 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 requirements.
• To implement building design, maintenance, and operational practices that result in energy saving measures.
• To act as the City’s representative on building construction projects, secure consultant services for these projects, process claims
and monitor progress.
Budget Highlights:
ADA Improvements at City Buildings ‐ $15,000
City Building Facility Condition Index ‐ $14,000
Fire Station #1 Condensing Unit Air Conditioner ‐ $75,000
Professional Building Re‐Roof ‐ $44,000
Senior Center Mechanical Improvements ‐ $40,000
Senior Center Flooring Repairs ‐ $15,000
Accomplishments:
FY 11 ACCOMPLISHMENTS
1. Complete construction and close out the Lower Yard Vehicle Maintenance Building and HRDC Bus Barn project.
2. Renovation of the Senior Center Fire Alarm System to current code standards.
3. Storage Room Renovations at City Hall.
4. City Court remodel at the Law and Justice Building.
5. Reconfigure Finance Department work stations.
City of Bozeman, Montana 111 FY12 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
6. Electrical run for sand storage facility.
7. Replacement of City Hall IT air conditioner.
8. Kitchen remodel at Fire Station #2.
9. Isurance re‐roof of Fire Station #2.
10. Insulate 2nd and 3rd floors and attic at Story Mansion.
11. Install basement stair drain at Senior Center.
12. Repair entrance damage caused by delivery vehicle at the Senior Center.
13. Modify conference room and establish Commissioner and Mayor’s Office at City Hall.
14. Separate utility connections from Fire Station #1 and old City Hall.
15. Re‐bid elevator maintenance contract at the Library.
16. Upgrade mechanical control systems at the Library.
17. Install a transfer disconnect switch on main electrical power at the Shop Complex.
18. Professional Building handrails on the north side entrance.
19. Replace roof top access ladder with metal unit.
20. Replace the heating, ventilation, and air conditioning unit at the Landfill building.
FY12 ANTICIPATED ACCOMPLISHMETNTS
1. Secure bids and sign contracts for hail damage repair for city buildings.
2. Begin renovation and remodel of the city Shop Complex.
3. Begin city‐wide energy retrofit project.
4. Complete the second round update of the city Facility Condition Index.
5. Upgrade mechanical control equipment at the Senior Center.
6. Re‐roof the Professional Building.
7. Replace worn flooring at the Senior Center.
8. Continue identified ADA improvements from the Facilities Condition Index.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Average response time for emergency repairs 30 Minutes90%90%90%90%
PM02Average response time for minor non‐emergency repairs (in‐
house)
3 DAYS95%95%95%95%
PM03Average response time for minor non‐emergency repairs
(contracted)
12 DAYS95%80%95%95%
PM04% of facility users that rate the quality of their areas as
excellent or good
90%90%88%85%85%
PM05Review and approval of payments of claims from City
Construction projects
6 DAYS98%96%95%95%
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$223,178$217,718$232,508 $14,790 6.79%
Operating $718,108 $915,431 $831,092 ($84,339)‐9.21%
Capital $0 $16,350 $203,000 $186,650 1141.59%
Debt Service $52,480 $150,000 $150,000 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
City of Bozeman, Montana 112 FY12 Approved Budget
Department:FACILITIES MANAGEMENT
Activity:General Government
Department Expenditures by Division
Department Expenditures by Fund
$993,766 $1,299,499 $1,416,600Totals $117,101
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1810City Hall $358,082 $393,804 $371,565 ($22,239)‐5.65%
1820Fire Station #1 $56,366 $54,375 $129,650 $75,275 138.44%
1830Shops Complex $68,379 $105,400 $166,750 $61,350 58.21%
1840Professional Building$100,419$135,850$155,175 $19,325 14.23%
1850Senior Center $69,535 $88,200 $127,900 $39,700 45.01%
1860Library $239,368 $264,100 $232,425 ($31,675)‐11.99%
1870Fire Station #2 $19,421 $44,500 $17,325 ($27,175)‐61.07%
1880Fire Station #3 $82,177 $190,620 $188,380 ($2,240)‐1.18%
1890Vehicle Maintenance Facility $19 $22,650 $27,430 $4,780 21.10%
$993,766 $1,299,499Totals $1,416,600 $117,101
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$993,766$1,299,499$1,416,600 $117,101 9.01%
$993,766 $1,299,499Totals $1,416,600 $117,101
City of Bozeman, Montana 113 FY12 Approved Budget
Department:INFORMATION TECHNOLOGY
Activity:General Government
Program Description:
The Information Technology provides customer‐focused information technology services and business solutions to local government
and citizens. The department’s primary responsibilities are in the areas of providing reliable, efficient information technology
systems.
This is accomplished by developing and implementing recommended standards for information technologies, by developing and
enforcing security policies, and through strategic acquisition of information technology resources.
The department’s mission is to yield the highest level of customer service and operate the City’s central information technology
systems and networks for City Departments so they can use technology and share information to perform their daily business
operations.
The purpose of the GIS division is to provide accurate and complete spatial data for the City of Bozeman. The GIS division will use
this data to stimulate intelligent growth and 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 projects.
Major Objectives:
• To manage and operate the City’s Enterprise Applications and Networking services.
• To provide secure, dependable information technology services to City departments and customers.
• To provide support, training, and research for City Staff with their desktop applications, both data and voice.
• To manage and maintain the daily operations of the data centers.
• To ensure 99% uptime for all Information Technology Service.
• To manage and maintain a functional web site for both citizens and staff.
Budget Highlights:
Switch and Router Replacements ‐ $25,000
Aerial Photography Update ‐ $65,000
Personal Computer Device Replacements ‐ $100,000
General Computer Supplies (cables, memory, parts, racks, etc.) ‐ $37,000
Citywide Information Technology Maintenance Contracts ‐ $125,600
Accomplishments:
Anticipated for FY12:
1. Continue upgrades to City Website to further enhance the public’s access to necessary City information as well as the employee
portal.
2. Continue upgrade and maintenance to the City VoIP phones and gateways.
3. Continue the migration of physical servers to virtual servers.
4. Continue upgrades to aging routers and switches at selected locations.
5. Maintain the Aerial Photography program with a current fly over.
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Number of Help Desk calls resolved 99%No Data99%99%99%
PM02Phone system uptime 99%No Data99%99%99%
PM03Data network uptime 99%No Data99%99%99%
PM04Point to Point links uptime (Fiber and Copper)99%No Data99%99%99%
PM05Enterprise Application uptime 99%No Data99%99%99%
PM06Server uptime 99%No Data99%99%99%
City of Bozeman, Montana 114 FY12 Approved Budget
Department:INFORMATION TECHNOLOGY
Activity:General Government
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Number of Help Desk calls created and completed 1200N/A12001200
WL02Number of hours phone system is in service; Possible
available = 8760
8660866086608660
WL03Number of hours data network is in service; Possible
available = 8760
8660866086608660
WL04Number of Point to Point links on the network (Fiber and
Copper) in service
16161617
WL05Number of hours Enterprise Applications are available;
Possible available = 8760
8660866086608660
WL06Number of hours Server Farm is available; Possible available =
8760
8660866086608660
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$439,010$467,775$503,094 $35,319 7.55%
Operating $331,442 $367,604 $389,892 $22,288 6.06%
Capital $37,223 $99,000 $90,000 ($9,000)‐9.09%
Debt Service $0 $0 $0 $0 0.00%
Transfers $28,574 $0 $0 $0 0.00%
$836,249 $934,379 $982,986Totals $48,607
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
1910Information Technology$742,896$834,851$814,268 ($20,583)‐2.47%
1920Graphical Information Systems $93,353 $99,528 $168,718 $69,190 69.52%
$836,249 $934,379Totals $982,986 $48,607
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$836,249$934,379$982,986 $48,607 5.20%
$836,249 $934,379Totals $982,986 $48,607
City of Bozeman, Montana 115 FY12 Approved Budget
Department:POLICE
Activity:Public Safety
Program Description:
General: The Bozeman Police Department budget accounts for costs associated with providing all law enforcement services to the
citizens of the City of Bozeman. The general fund budget primarily supports the efficient and effective operation of the patrol,
investigative and support services divisions. Officers from these divisions are tasked with detecting, preventing, and investigating all
crimes occurring within the city.
Patrol Division: The Patrol Division is primarily responsible for the enforcement of State of Montana statutes and City of Bozeman
Ordinances. The officers within this division operate around the clock, every day of the year and handle over 80% of the
department’s annual calls for service.
Detective Division: Our Detective Division is responsible for investigating felony criminal activity, conducting public education,
performing background investigations on prospective employees, carrying out internal affairs investigations and assisting other
agencies with investigations.
Support Services Division: The Parking and Animal Control officers within the Support Services Division provide enforcement of all
parking and animal related offenses within the city limits of Bozeman. The newly formed Training Unit maintains all the training
records that document the training and certifications of all department our employees. In addition, our vehicle fleet maintenance
program is overseen by this division.
Drug Forfeiture: The drug forfeiture budget accounts for the City of Bozeman's costs related to the drug enforcement efforts within
the Missouri River Drug Task Force (MRDTF) as outlined in the MRDTF Local Drug Task Force Interlocal Agreement. The MRDTF
encompasses six counties, to include Gallatin, Lewis and Clark, Broadwater, Meagher, Madison and Park. This task force is focused on
the investigation of local and regional drug and firearm offenses.
D.A.R.E.: The Drug Abuse Resistance Education (D.A.R.E.) budget 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.
Major Objectives:
GENERAL
• Create and maintain a continued feeling of safety within the community.
• Provide the highest level of service to all citizens and visitors of our community.
• Detect, investigate and proactively prevent criminal activity.
• Apprehend and hold criminal offenders accountable for their illegal behavior.
• Participate in court proceedings.
• Provide assistance to those who cannot care for themselves or those who are in danger of physical harm.
• Conduct regular and proactive traffic safety enforcement.
• Maintain a highly trained Special Response Team of officers qualified to handle barricaded subjects, hostage incidents and high risk
search warrants.
• Provide and maintain a Civil Disturbance Team of officers trained to handle large scale civil disturbances and disorderly protests.
• Resolve day‐to‐day conflicts among family, friends, neighbors and the general public.
• Provide public education in the areas of crime prevention such as forgery, robbery, identity theft, elder abuse, child abuse, sexual
abuse, Internet Crimes Against Children (ICAC), seat belt and child safety seat use, and bicycle safety rodeos.
• Develop positive programs, in partnership with the members of our community, which incorporate the concept of shared
responsibility for public safety.
• Develop and maintain certified trainers with the goal of sustaining our department’s high training standards and requirements.
• Continue to sponsor high quality regional law enforcement training.
• Continue to partner with law enforcement agencies to include local, state and federal agencies to improve information sharing,
public safety, and strong working partnerships.
• Maintain a working environment where every employee's integrity, competency, and commitment to service are self‐evident.
City of Bozeman, Montana 116 FY12 Approved Budget
Department:POLICE
Activity:Public Safety
Drug Forfeiture
• Maintain the assignment of two city detectives to the Missouri River Drug Task Force.
• Maintain confidential and concise intelligence files.
• Assist prosecutors from city, state, and federal agencies in the prosecutions of drug cases.
• Share investigative information with officers and detectives from both the city and county.
• Share investigative information with other local, state and federal law enforcement agencies.
• Conduct drug education and awareness presentations.
• Investigate complaints of illegal or suspicious drug activity.
• Make arrests for violations of illegal drug activity.
DARE
• Present the DARE curriculum to all 3rd and 5th grade students in the Bozeman school district.
• Make public awareness presentations to parents, teachers, and community organizations.
• Provide DARE curriculum to rural schools in Gallatin County, if possible.
• Continue to pursue alternative means of funding the DARE program.
Budget Highlights:
Replacement of three (3) fully equipped patrol vehicles ‐ $ 156,000
General Maintenance of Police Vehicles ‐ $93,300
Distracted Driver Education Program ‐ $10,000
Accomplishments:
• Establish and begin implementation of a multi‐year strategic plan.
• Continue our recruiting efforts to hire, train and fully staff our department.
• Evaluate and implement programs to reduce unsafe driving:
o Maintain a year around dedicated traffic enforcement unit.
o Identify and train two new motorcycle patrol officers to reach full staffing level of the traffic enforcement unit.
• Continue to monitor and improve patrol beats utilizing computer aided dispatch technology and mobile data terminals to increase
the efficiency of the patrol division.
• Implement the use of the Automated Fingerprint Identification System (AFIS) as a timely and effective investigative tool.
• Continue the full implementation of the electronic ticketing and report writing programs.
• Leverage technology toward increased operational efficiency and communication:
o Evaluate the feasibility of on‐line crime reporting.
o Implement web‐based reporting for traffic and parking complaints.
• Continue to improve community outreach through a proactive approach to crime response, public education and partnerships.
Anticipated Accomplishments for FY12:
• Complete the evaluation of the Law and Justice Center Master Plan to identify deficiencies, space needs and options for our law
enforcement facilities.
• Maintain the Sexual and Violent Offender Registration Program (SVORP) in which compliance is maximized through the physical
check of 100% of registered offenders.
• Minimize overall risk and liability by continuing to maintain the highest training standards for all Bozeman Police Department
employees.
• Continue seeking and obtaining federal, state and local grants in an effort to offset general fund expenditures.
ԙ
Department Performance Measures:
City of Bozeman, Montana 117 FY12 Approved Budget
Department:POLICE
Activity:Public Safety
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Respond to officer complaints/concerns 24 hours95%100%100%100%
PM02Percent of DUI arrests which result in convictions90%85%85%85%
PM03Percent of citations resulting in convictions 80%75%75%75%
PM04Increased officer presence to ensure public safety of
pedestrians and vehicles on city streets by utilizing bicycle and
motorcycle patrols
5 months/yr100%100%100%
PM05Homicide Reported Crime Closed/Cleared/Leads Exhausted 100%100%100%
PM06Rape Reported Crime Closed/Cleared/Leads Exhausted65%65%75%
PM07Aggravated Assault Reported Crime Closed/Cleared/Leads
Exhausted
90%90%90%
PM08Burgulary Reported Crime Closed/Cleared/Leads Exhausted85%85%85%
PM09Counterfeiting/fogery Reported Crime Closed/Cleared/Leads
Exhausted
75%75%75%
PM10Destruction/Damage/Vandalism Reported Crime
Closed/Cleared/Leads Exhausted
90%90%90%
PM11Motor Vehicle Theft Reported Crime Closed/Cleared/Leads
Exhausted
90%85%85%
PM12Drug/Narcotic Reported Crime Closed/Cleared/Leads
Exhausted
90%95%95%
PM13Drug Equipment Reported Crime Closed/Cleared/Leads
Exhausted
60%60%90%
PM14Robbery Reported Crime Closed/Cleared/Leads Exhausted75%75%75%
PM15Percent of Investigation Cases Cleared 90%90%90%90%
PM16Drug Forfeiture: Dedicate two officers to full time drug
investigations
100%100%100%100%100%
PM17Drug Forfeiture: Devote 25% of investigation time to assisting
smaller counties with investigations
100%100%100%100%100%
PM18Drug Forfeiture: Target juvenile drug use (zero tolerance) by
having juveniles comprise 5% of total Task Force arrests
100%100%100%100%100%
PM19Drug Forfeiture: Attend weekly inter‐agency meetings100%100%100%100%100%
PM20DARE: Provide Instruction to all 5th grades 100%100%100%100%100%
PM21DARE: Provide Instruction to all 3rd grades 100%100%100%100%100%
PM22DARE: Percent of 5th grade graduates100%100%99%99%100%
PM23DARE: Percent of 3rd grade graduates 100%100%100%100%100%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Full staff meetings 80%80%100%100%100%
WL02Response to emergency calls/average 5 minutes4 min4.8 min4.8 min4.5 min
WL03Response to non‐emergency calls/average 10 minutes11 min7.8 min7.8 min7.5 min
WL04Total Calls for Service (break‐down shown below)45145433854149042500
WL05Aggravated Assault/Assault with Weapon 11202836
WL06Alarm 999864682873
WL07Animal Complaint 2298191915241951
WL08Arrest (non warrant)2202168612091529
WL09Arrest (warrant)651652523669
WL10Arson 230101 2
WL11Assault (other)4 10292117
WL12Burglary 15311294120
City of Bozeman, Montana 118 FY12 Approved Budget
Department:POLICE
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
WL13Criminal Trespass (property)509155127162
WL14Criminal Trespass (vehicle)235301269344
WL15Destruction/Damage/Vandalism of Property 142513334427
WL16Disorderly Conduct553680567726
WL17Disturbance/Loud Party 105311928421078
WL18Driving Under the Influence of Alcohol/Drugs641466259331
WL19Forgery/Counterfeiting 42422734
WL20Fraud/Deceptive Practices 142463950
WL21Homicide 1 0 0 0
WL22Animal / Parking Citations Issued9741398031734000
WL23Motor Vehicle Theft 112464456
WL24Parking/Abandon Vehicle Complaint 2995199419492496
WL25Partner/Family Member Assault 230724658
WL26Public Education Presentations96967798
WL27Rape 65211823
WL28Robbery 11168 10
WL29Runaway 30192126
WL30Subject Stop1337215416442105
WL31Theft134511889201178
WL32Traffic Citation Issued n/a331121642771
WL33Traffic Crash 1302119411671494
WL34Traffic Stop 125561070271779191
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$5,151,061$5,339,394$5,262,926 ($76,468)‐1.43%
Operating $1,139,165 $1,035,753 $869,661 ($166,092)‐16.04%
Capital $57,763 $294,000 $156,000 ($138,000)‐46.94%
Debt Service $0 $0 $0 $0 0.00%
Transfers $108,806 $100,000 $240,000 $140,000 140.00%
$6,456,795 $6,769,147 $6,528,587Totals ($240,560)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
3010Police Operations$4,854,654$5,250,289$5,143,745 ($106,544)‐2.03%
3020Crime Control & Investigations$1,038,960$1,069,764$954,640 ($115,124)‐10.76%
3030DARE$95,318$84,878$80,072 ($4,806)‐5.66%
3040Drug Forfeiture$293,899$178,125$166,601 ($11,524)‐6.47%
3070Animal Control $173,694 $186,091 $183,529 ($2,562)‐1.38%
City of Bozeman, Montana 119 FY12 Approved Budget
Department:POLICE
Activity:Public Safety
Department Expenditures by Fund
$6,456,525 $6,769,147Totals $6,528,587 ($240,560)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$5,795,517$6,231,809$6,259,664 $27,855 0.45%
125Drug Forfeiture$211,401$178,125$166,601 ($11,524)‐6.47%
138Law & Justice Center Prepaid Rent $19,125 $20,000 $20,000 $0 0.00%
139Police Special Revenue $116,187 $87,417 $82,322 ($5,095)‐5.83%
140Police Domestic Violence $232,067 $251,796 $0 ($251,796)‐100.00%
188City‐County Drug Forfeiture$82,498$0$0 $0 0.00%
$6,456,795 $6,769,147Totals $6,528,587 ($240,560)
City of Bozeman, Montana 120 FY12 Approved Budget
Department:FIRE
Activity:Public Safety
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.
Major Objectives:
CONTINUE ORGANIZATIONAL RESTRUCTURING RELATED TO 3 STATION OPERATIONS. Continue discussions on promoting 3 Battalion
Chiefs in support of the new fire station and shift layout, as authorized by the voters In the 2007 mill levy
PROVIDE ADEQUATE RESOURCES, TRAINING AND EDUCATION TO ASSURE EFFECTIVE LEVEL OF SERVICE DELIVERY AND TO PROMOTE
EMPLOYEE HEALTH AND SAFETY. Continue development and refinement of the department’s comprehensive training program
encompassing all Fire Department operations and services, which include but are not limited to, DES, fire prevention, fire
suppression, hazardous materials, emergency medical and rescue services. Implement employee succession plan/career
development plan. Maintain all current professional certifications. Maintain all training, equipment, and personnel requirements
for state licensure to provide advanced life support, non‐transport (ALS), emergency services. Continue development of the
Department’s minimum company standards (MCS).
TO PLAN AND PREPARE FOR CURRENT AND FUTURE SERVICE DELIVERY NEEDS THROUGH THE IMPLEMENTATION OF THE ADOPTED
FIRE PROTECTION MASTER PLAN. Work closely with the police department to identify current and future service trends and what
resources are, and will be, needed to address the community’s emergency service needs. Continue long term planning for Fire
Station 4.
CONTINUE TO CREATE, REFINE AND MAINTAIN EFFECTIVE ADMINISTRATIVE SUPPORT FOR ALL FIRE DEPARTMENT OPERATIONS AND
ACTIVITIES. Encourage Fire and Emergency Services as a City Commission priority. Continued implementation of the Commission
adopted Fire Protection Master Plan. Review and reorganize responsibilities of administrative staff based on recent staffing
changes. Review Hazardous Materials and Disaster and Emergency Services Agreements between the City and County. Study the
feasibility, methods and opportunities for fire department accreditation, and continued emergency service delivery improvements.
Expand program planning and performance measure budgeting within the department.
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 inspection 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. Implement the recently created and
funded fire apparatus and equipment replacement program. Continue to work closely with the police department to support the
funding and implementation of a fully functional and interfaced mobile data computer system that provides full function
interoperability between the police department, fire 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 providing a seamless interface with the Building Department and 9‐1‐1 Center’s RMS. Enthusiastically support the
Department’s shift based commercial inspection program. Meet all contractual and performance requirements for regional
hazardous materials response teams. Continue to support and participate in the Gallatin County Fire Investigation and Arson Task
Force.
DEVELOP INTERNAL SYSTEMS ACTION PLANS THAT MAXIMIZE EXISTING RESOURCES AND SERVICES. Meet with current staff to
agree on yearly goals calendar and identify action steps and time frames to achieve those goals. Meet regularly with staff to
evaluate timeframes and current effectiveness. Review and revise as necessary.
Budget Highlights:
For FY11:
Training facility “dry‐prop” construction completion $ 10,480 (FY10 Carryover)
Took delivery and placed in service new fire engine for Fire Station 1. $ 490,000
City of Bozeman, Montana 121 FY12 Approved Budget
Department:FIRE
Activity:Public Safety
Accomplishments:
Anticipated for FY12:
• Continue construction of Training Facility at lower yards.
• Continue Implementation of 2006 Fire Protection Master Plan Organizational Recommendations.
• In coordination with the Police Department, build and improve community/Public Safety relations through the development and
implementation of new programs consistent with community need.
• Conduct audit of provided services, delivery methods, and fees of the fire inspection program. (efficiency, productivity,
accountability)
• Continue refinement of 3 station response districts to reduce response times city wide.
• Continue working with City and County emergency response agencies to improve radio, data, and paging systems for all
responders.
• Complete installation and implementation of Interoperability Montana Trunked Radio System with Police Department and other
responders.
• Complete fleet mapping and portable/mobile radio re‐programming related to trunked radio.
• Work with water department to implement comprehensive community wide access to defibrillation program.
• Continue review of current administrative roles and responsibilities and work load to identify opportunities for improved efficiency
and service delivery.
• Continue refinement of special operations programs including confined space rescue, trench rescue, low and high angle rescue,
and collapsed building response.
• Improve Fire Department website to maximize usefulness to community as a tool for public education.
• Explore opportunities for use of social media when communicating with citizens.
• Complete Fire Department Annual Report
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Emergency Operations ‐ Response time within 6 minutes100% of city 51.4%68.1%78.1%80%Commission Adopted
response time
standard.
PM02Fire Prevention (FP) High Risk Locations requiring inspection
brought to completion: Bars ‐ Fire inspections
100%33%24%50%100%
PM03FP: Bars ‐ Occupancy Checks 100%100%100%100%100%
PM04FP: Sororities & Fraternaties100%100%100%100%100%
PM05FP: Schools 100%100%100%100%100%
PM06FP: Montana State University 100%100%100%100%100%
PM07FP: Business License Inspections 100%100%100%100%100%
PM08Training (T) % of Firefighters completing certification of those
required to attend specific classes: Haz Mat IC
100%100%100%100%100%
PM09T: Haz Mat Technician 100%100%100%100%100%
PM09T: EMT/Paramedic Refersher100%100%100%100%100%
PM10T: Firefighter 1 100%100%100%90%90%
PM11T: Fire Fighter 2100%100%100%20%70%
PM12T: Car Seat Safety 100%100%100%100%100%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM13Fire Prevention: 3365 Properties Subject to Inspection
Number of inspections per year as a percentage of properties
in need of inspection (not including new construction)
Total properties requiring inspection: 3365
50%22.5%22.5%25%30%
City of Bozeman, Montana 122 FY12 Approved Budget
Department:FIRE
Activity:Public Safety
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Fires 102817575 *Calendar Year Calls
WL02Rupture/Explosion 0 2 1 1 *Calendar Year Calls
WL03EMS/Rescue 1658144114831483 *Calendar Year Calls
WL04Hazardous Condition128165202202 *Calendar Year Calls
WL05Service Call148145187187 *Calendar Year Calls
WL06Good Intent Call 375675498498 *Calendar Year Calls
WL07False Call 212241270270 *Calendar Year Calls
WL08Severe Weather/other18283636 *Calendar Year Calls
WL09Total Calls 2641277827522752 *Calendar Year Calls
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$4,151,578$3,739,701$3,796,540 $56,839 1.52%
Operating $512,167 $392,712 $384,381 ($8,331)‐2.12%
Capital $725,812 $510,000 $0 ($510,000)‐100.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $4,000 $150,000 $150,000 $0 0.00%
$5,393,557 $4,792,413 $4,330,921Totals ($461,492)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
3110Fire Administration $628,907 $523,713 $519,285 ($4,428)‐0.85%
3120Fire Operations $4,729,066 $4,226,505$3,782,571 ($443,934)‐10.50%
3130Operational Readiness $24,606 $26,215 $14,435 ($11,780)‐44.94%
3140Fire Prevention $7,350 $8,830 $7,480 ($1,350)‐15.29%
3160Hazardous Materials $3,628 $7,150 $7,150 $0 0.00%
3170Disaster & Emergency Services $0 $0 $0 $0 0.00%
$5,393,557 $4,792,413Totals $4,330,921 ($461,492)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$4,738,757$4,114,913$4,163,421 $48,508 1.18%
113Fire Impact Fees $4,000 $167,500 $167,500 $0 0.00%
183Fire Department Special Revenue $276,964 $0 $0 $0 0.00%
City of Bozeman, Montana 123 FY12 Approved Budget
Department:FIRE
Activity:Public Safety
187Fire Capital & Equipment Replacement$172,435$510,000$0 ($510,000)‐100.00%
560Fire Station #3 Construction Fund $201,401 $0 $0 $0 0.00%
$5,393,557 $4,792,413Totals $4,330,921 ($461,492)
City of Bozeman, Montana 124 FY12 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
Program Description:
The Building Inspection Division unit accounts for expenditures utilized to monitor construction projects within the City of Bozeman
Jurisdictional Area as allowed by state law and as adopted by the City Commission. The intent of this budget unit is to provide and
enforce minimum building code standards to safeguard life, limb, health, property and public welfare by regulating and controlling
the design, construction, quality of materials, use and occupancy, location and maintenance of all buildings and structures within this
jurisdiction.
The support team utilized to attend this process includes one Chief Building Official, two Plans Examiners, three Building Inspectors,
one Code Compliance Officer, one Project Permit Coordinator and one Permit Technician.
Staff team members receive, process and review residential and commercial building plans and applications for compliance with
adopted codes and ordinances.
Staff assesses and collects fees for building, plumbing, electrical, mechanical, and demolition permits in addition to collecting City
Impact Fees and fees for other miscellaneous city services.
Team members issue permits; perform inspections to verify compliance with approved plans and applicable codes and ordinances. In
addition, staff provides verbal and written permit related information to the customers. Upon completion of a project, staff
processes and issues certificates of occupancy.
Code violations, building related citizen complaints, and expired building permits are turned over to the Building Division Code
Compliance Officer for processing and remedial action. The Code Compliance Officer also conducts building and occupancy
inspections for each new City Business License Application.
All staff participates in providing general code information on a daily basis and frequently provides onsite consultation for
contractors and property owners during the planning and construction phases of a project.
All building division staff is on call and ready to respond as needed to structural emergencies resulting from fire, earthquakes,
explosions, weather damage, vehicle accidents, and similar occurrences.
Major Objectives:
1. Communication and coordination:
A. Continue working with the Planning and Engineering departments to improve communications between our departments and our
customers.
B. Continue working with all city departments to simplify the overall permitting process.
C. Continue working with all city departments to help with in house/city building renovation and remodel projects.
D. Continue improving communications with City Administrators and the City Commissioners.
2. Customer Service:
A. Work in conjunction with the Planning and Engineering departments to develop and implement an over the counter building
permit issuance procedure.
B. Work with the Planning Department to promote adoption of the International Property Maintenance Code during the current
fiscal year.
C. Provide technical advice and consultation for all city departments to help facilitate in house/city projects and minimize costs to the
taxpayer.
D. Upgrade technology as described below… consider 2 year implementation schedule. Item priority would be in the order listed.
3. Technology:
A. Upgrade H.T.E. program to allow online inspection requests.
B. Upgrade H.T.E. program to allow online permitting.
C. Integrate handheld devices or laptops into field inspection procedures to allow for more efficient and consistent field inspections
City of Bozeman, Montana 125 FY12 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
and inspection documentation.
Budget Highlights:
• Monitor and adjust division staffing levels (up or down) as required by current building division building permit activity and
workload.
• Restructure Building Division fee and valuation tables as recommended by revenue/expenditure and process/task efficiency
analysis reports and the Administrative Rules of Montana in section 24.301.138, Calculation of Fees.
• Revaluate and adjust the Division operational budget to eliminate any unnecessary spending but ensure funding for all of the
necessary/required Division expenditures.
Accomplishments:
Work to accomplish department's major objectives throughout the year.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Percent of Plan Reviews done within Standard (Residential)75% w/in 2 86%91%100%
PM02Percent of Plan Reviews done within Standard (Commercial)75% w/in 4 90%100%100%
PM03Percent of Fast Track plan reviews done within standard90% w/in 1 85%92%100%
PM04Percent of frame inspections done within standard
(1 audit/month/employee)
90%NANANA
PM05Percent of commercial plan checks done within standard
(1 audit/month/employee)
90%90%90%95%
PM06Percent of residential plan checks done within standard
(1 audit/month/employee)
90%90%90%95%
PM07Percent of final inspections done within standard
(1 audit/month/employee)
90%90%90%95%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM08Average commercial inspections per day 12.241513.59
PM09Average residential inspections per day17.701722.52
PM10Average multiple residential Inspections per day 18.921710.42
PM11Total average Inspections per day for each inspector.1515.4516.3315.51
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Commercial Permits: Number 284259494
WL02Commercial Permits: Value $101 Million$39 Million$26 Million
WL03Residential Permits: Number 8098722011
WL04Residential Permits: Value $31 Million$40 Million$33 Million
City of Bozeman, Montana 126 FY12 Approved Budget
Department:BUILDING INSPECTION
Activity:Public Safety
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$586,275$590,659$718,486 $127,827 21.64%
Operating $168,934 $197,894 $149,650 ($48,244)‐24.38%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$755,209 $788,553 $868,136Totals $79,583
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
3210Building Inspection Operations$755,209$768,553$868,136 $99,583 12.96%
3220Life Safety $0 $20,000 $0 ($20,000)‐100.00%
$755,209 $788,553Totals $868,136 $79,583
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
115Building Inspection Fund$755,209$788,553$868,136 $79,583 10.09%
$755,209 $788,553Totals $868,136 $79,583
City of Bozeman, Montana 127 FY12 Approved Budget
Department:PARKING
Activity:Public Safety
Program Description:
Under the authority of the Bozeman Parking Commission, the Parking Enterprise Fund consists of Downtown Parking, the MSU
Residential Parking District, and the High School Residential Parking District. Additional jurisdiction of the BPC is Bridger Park
Downtown, the City’s 435‐space downtown parking garage. The BPC directly supervises the City’s parking manager, who, in turn,
oversees the Parking Enforcement staff (2.75 FTE).
There are three sources of revenue: citations, permits for the MSU and high school residential districts, and Bridger Park Downtown’s
daily and monthly incomes. Parking expenses include wages for the parking manager, parking clerk, and enforcement staff;
maintenance and utilities of surface lots and Bridger Park Downtown; citation notifications; and seasonal snow removal.
Downtown Parking:
The downtown parking consists of the business district bounded by Broadway to the east, 5th Avenue to the west, Mendenhall
Street to the north, and Babcock Street to the south. Enforcement is done six days per week. Enforcement consists of timed parking
using a vehicle with a digital tracking system and walking patrols. Primary infractions include overtime violations, handicapped
parking violations, and restricted zone violations.
Montana State Residential Parking District:
The district encompasses approximately 212 city block faces, primarily north and west of the MSU campus. Enforcement is done five
days a week, year round. Primary violations include failure to purchase or affix residential permit and restricted zone violations.
High School Residential Parking District:
The district encompasses approximately 58 city block faces, primarily east of the high school. Enforcement is possible five days a
week during the school’s academic year, but generally consists of two or three patrols per week, on a varying schedule. Primary
violations include failure to purchase or affix residential permit and restricted zone violations.
Major Objectives:
Mission Statement of the Parking Commission:
The Bozeman Parking Commission is responsible for managing and regulating public parking in its districts to best serve the needs of
its customers; businesses, residents, employees and visitors.
Goals of the Parking Commission:
• Improve and maintain 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 customers.
• Provide consistent treatment regarding parking enforcement.
• Educate parking users to minimize parking conflicts.
• Make parking areas attractive and easy to use.
• Plan for and respond to changing needs in the districts.
• Provide parking options for bicycles, motorcycles, and other transportation alternatives.
• Work cooperatively with local government partners.
• Provide for the safe movement of pedestrian and vehicle traffic.
Budget Highlights:
The Parking Enterprise has not been self sufficient for several years. The Parking Commission has charged the City’s parking manager
with an annual goal of reducing the debt. Prior year deficits were $123,000 in FY09, $40,000 in FY10, and approximately $30,000 in
FY11.
The estimated deficit for FY12 is $20,000. With a continued effort to minimize expenses and increase revenues, the parking deficit
should be erased by FY14.
City of Bozeman, Montana 128 FY12 Approved Budget
Department:PARKING
Activity:Public Safety
Bridger Park Downtown is an unexpected source of positive revenue. It came online in April 2009, and continues to see monthly
increases in revenue and usage. At the request of merchants, downtown streets offered two hours of free parking since enforcement
began. In October 2010 the Parking Commission opted to standardize free parking downtown and set the first two hours in Bridger
Park Downtown as free also. This change increased usage in the garage, but it appears to not have an impact on revenue.
Additionally, in January 2011, the Parking Commission opted for a courtesy ticket policy, where first‐time downtown violators of the
overtime ordinance are given a courtesy ticket. This has been very well received by the downtown businesses, but there has been a
decline in revenue from this new policy.
In FY11, fewer overtime citations were written downtown. This was a result of the availability of long‐term parking in Bridger Park
Downtown and the downturn in the local economy. With fewer violators downtown, the enforcement staff will drop from 2.75 FTE
to 2.5 FTE. The savings in personnel costs will help keep the FY12 deficit manageable, but should not have an impact on citations
written.
In the past, the City has struggled to keep the full complement of enforcement staff. Under the guidance of the parking manager
instead of the Bozeman Police Department, for the first time in recent history, the enforcement staff is solid and gaining experience
daily. The .25 reduction in FTE is at the request of one of the enforcement officers, and not per the direction of the Parking
Commission, which, however, endorses the change.
Accomplishments:
With the change in oversight from the Police Department to the Parking Commission, there is no longer emphasis on the number of
citations written in areas. At one time, enforcement staff had strict jurisdictions to cover, but now an officer is likely to write citations
downtown on Monday and in the MSU or High School District on Tuesday. The above data has been changed from past years to
show total tickets written compared to tickets by area as was presented in the past.
Department Performance Measures:
Department Expenditures by Category
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Overtime Parking Citations 5002373435003500
WL02MSU Residential Citations3098304230003000
WL03Street Maintenance Citations 155475812001000
WL04Restricted Zone Citations 148874210001000
WL05Wrong Side of the Street Citations 913338600600
WL06Total Citations Written12,3378,7689,7009,600
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$192,198$186,546$205,271 $18,725 10.04%
Operating $774,878 $180,210 $190,407 $10,197 5.66%
Capital $26,125 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$993,201 $366,756 $395,678Totals $28,922
City of Bozeman, Montana 129 FY12 Approved Budget
Department:PARKING
Activity:Public Safety
Department Expenditures by Division
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
3310Parking Administration$142,176$136,375$188,201 $51,826 38.00%
3320Parking Operations/Enforcement$126,277$155,881$137,827 ($18,054)‐11.58%
3330Parking Garage Operations$724,748$74,500$69,650 ($4,850)‐6.51%
$993,201 $366,756Totals $395,678 $28,922
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
650Parking Enterprise Fund $993,201 $366,756 $395,678 $28,922 7.89%
$993,201 $366,756Totals $395,678 $28,922
City of Bozeman, Montana 130 FY12 Approved Budget
Department:PUBLIC SERVICES ADMINISTRATION
Activity:Public Service
Program Description:
The public services/engineering budget includes the director of public services, engineering, weed enforcement, and sidewalk snow
removal.
The director of public services has oversight responsibilities for water and sewer utilities, streets maintenance, vehicle repair, solid
waste utility, forestry, and engineering.
The engineering division provides technical engineering in the preparation, review, and oversight in the planning, design,
construction inspection and construction management of the city’s public works facilities including water treatment and distribution,
wastewater collection and treatment, storm water collection and treatment, streets (with appurtenant curb, gutter, sidewalk and
drainage facilities), traffic control facilities, solid waste, and other infrastructure projects. The division establishes and maintains
current city infrastructure standards and assures compliance with City, County, State, and Federal rules, regulations, codes and
engineering standards. The engineering division assists other city departments with engineering services.
The engineering division also maintains the city’s infrastructure files and records, maps, plats, property ownership and other records;
participates in the review and approval of subdivision, annexation, and zone code / development proposals for conformance with
established standards; coordinates infrastructure work with County, State, and Federal agencies; administers the EPA‐mandated
wastewater pretreatment program; the DEQ‐mandated Phase II storm water program; and administers the city’s flood plain
ordinance, sidewalk repair and installation programs, and the sidewalk snow and weed enforcement programs. The engineering
division also designs infrastructure improvements such as water and wastewater main replacements, and street reconstruction. The
City Engineer also oversees the Bozeman Solvent Site superfund site.
Major Objectives:
• To coordinate the activities of the public services department divisions.
• To establish and maintain policies, procedures and protocol for conducting the department's functions.
• To assist the city manager and finance director in reviewing enterprise funds revenue and expense forecasts for rates setting
purposes.
• To provide general oversight of department activities affected by new federal and state mandates.
• To assure the city’s long‐term master plans for water, wastewater, storm water, and transportation facilities are implemented in a
cost‐effective manner, and that all city infrastructure improvements are constructed in a quality manner to provide reliable service
for the public’s immediate and long‐term needs.
• To assist all city departments in the engineering design and/or the procurement of specialized engineering services.
Budget Highlights:
FY12:
Implementation of the new Deferred Maintenance programs for Street Reconstruction and increased Water & Wastewater Annual
Upgrades.
Accomplishments:
FY11:
Continued administration of the $54 Million Water Reclamation Facility construction contracts.
Successful Bid of the $40 Million Water Treatment Plant construction contracts.
Administration of the College & 11th Roundabout project.
City of Bozeman, Montana 131 FY12 Approved Budget
Department:PUBLIC SERVICES ADMINISTRATION
Activity:Public Service
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Workload reflected in the following charts of total public
infrastructure projects.
Attached
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$389,041$407,879$37,902 ($369,977)‐90.71%
Operating $68,010 $40,745 $39,535 ($1,210)‐2.97%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $3,264,443 $0 $0 $0 0.00%
$3,721,494 $448,624 $77,437Totals ($371,187)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
4010Public Services Administration $35,779 $37,224 $33,835 ($3,389)‐9.10%
4020Engineering $789,019 $388,086 $31,840 ($356,246)‐91.80%
4030Snow Removal Enforcement $21,529 $21,764 $10,212 ($11,552)‐53.08%
4040Weed Cutting Enforcement $20 $750 $750 $0 0.00%
4050Sidewalk Repair Program ($17,677)$800 $800 $0 0.00%
4060Sidewalk & Curb Construction ($22,282)$0 $0 $0 0.00%
4070Construction $2,915,106 $0 $0 $0 0.00%
$3,721,494 $448,624Totals $77,437 ($371,187)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$420,382$448,624$77,437 ($371,187)‐82.74%
500Construction Funds $3,301,112 $0 $0 $0 0.00%
$3,721,494 $448,624Totals $77,437 ($371,187)
City of Bozeman, Montana 132 FY12 Approved Budget
Public Infrastructure Projects
I. CONSTRUCTION PROJECTS – Calendar Year 2010
PRIVATE WATER AND SEWER PROJECTS 1/1/10 TO 12/31/10
WATER (LF)SEWER (LF) $VALUE 1
1 Bozeman High School 911 36,440
2 West Winds Subdivision Phase 4 20521338 122,220
3 Holy Rosary Church Fire Service Line 160 6,400
4 West Winds Subdivision Phase 5 19061624 124,960
5 Norton East Ranch Subdivision 14350 7005 784,150
6 Homewood Suites 323100 15,920
7 Gallatin County Detention Center 1811 924 100,160
8 J & D Subdivision 15381082 93,980
9 Bozeman Peaks Condos Fire Service Line 193 7,720
10 Cardinal Building Fire Service Line 220 8,800
11 Petra Academy 430 17,200
12 Alpine Orthopedic Fire Service Line 142 5,680
13 National Coating Fire Service Line 76 3,040
14 F&H Building Fire Service 15 600
15 *Gallatin Valley Seed Co. Fire Service
Line
30 1,200
16 *CVS Pharmacy Fire Service Line 58 2,320
17 Nissan Building 275 11,000
18 Petra Academy Fire Service Line 255 10,200
TOTAL 24,745 12,073 1,351,990
Total 2009 28,260 13,103 1,523,430
PUBLIC WATER AND SEWER PROJECTS 1/1/10 TO 12/31/10
WATER (LF)SEWER (LF) $VALUE 1
1 MRL Structures Water Main 120 300,000
2 WWTP Modifications N/A 36,362,233
3 Lyman Creek Reservoir Improvements N/A 346,637
4 Lower Yards Sewer Service 84 29,796
5 Lower Yards Water Main 666 26,640
6 *2011 Water Renovations 5841 1,200,000
TOTAL 6627 84 38,265,306
City of Bozeman, Montana 133 FY12 Approved Budget
PRIVATE STREET AND STORM SEWER PROJECTS 1/1/10 TO 12/31/10
STREETS (LF) STORM SEWER (LF) $VALUE 1
1 Homewood Suites 1800 135,000
2 West Winds Subdivision Phase 4 1443 1538 185,125
3 West Winds Subdivision Phase 5 4404 2006 430,600
4 Norton East Ranch 13589 3315 1,184,962
5 *Baxter Meadows Ph. 3B 5310 712 433,850
6 Simmental Way street/sidewalk
improvements
1040 52,000
7 Petra Academy 1020 30 78,000
8 J and D Subdivision 1305 324 114,075
TOTAL 29,911 7,925 2,613,612
Total 2009 28,616 9,030 2,597,737
SIGNALIZATION/INTERSECTION IMPROVEMENTS 1/1/10 TO 12/31/10
Location Description $Value
*S. 11th/W. College Roundabout 700,000
TOTAL 700,000
PUBLIC STREET AND STORM SEWER PROJECTS 1/1/10 TO 12/31/10
STREETS (LF) STORM
SEWER
$VALUE 1
TOTAL 0 0 0
Notes:
1 Unless actual costs are known, projects are valued at $40/LF for water, $30/LF for sewer, $75/LF for
streets, and $50/LF for storm sewer
* Plan review only - project not under construction
CITY OF BOZEMAN STREET IMPROVEMENTS/MAINTENANCE
Work Description Final Cost
2010 Street
Improvements
$384,434.30
Mill and overlays, chip seals, and pavement markings
Kagy Chip Seal $24,872.00
City of Bozeman, Montana 134 FY12 Approved Budget
SIDEWALKS / CURBCUTS / WEEDS / MISC.
Misc. Curbcut/Sidewalk Permits Issued: 23
2010 Weed Abatement/Sidewalk Obstruction Enforcement:
210 notifications (329
lots)
194 complied (lots)
135 did not comply
(lots)
$16,685 contractor costs for mowing/hedge trimming
Encroachment Permits Processed: 52
Street Cut Permits
Processed:
35
Permit Fee Total: $1,450
Degradation Fee Total: $11,447.15
Bogert Park Sidewalk Replacement $35,539.40
Pedestrian Ramp Installations
Phase 1 $25,837.30
Phase 2 $45,446.35
Bogert Place Sidewalk $22,920.60
*Bogert Pavillion Patio $25,000.00
Flood Plain Permits Processed 5
Depot Park Contract Admin. $68,332.00
N. 7th Sidewalk Infill $190,954.59
Rose Park Parking Lot $40,000.00
II SERVICE CONTRACTS OVERSIGHT
PROJECT ENGINEER FEE EST.
COMP.
*******************WATER & SEWER****************
1
2 Lyman Creek Reservoir Improve.MM $362,385 2010
3 WWTP Construction HDR/MM $4,767,571 2012
4 Sourdough Dam Great West $97,000 2011
5 WTP Upgrade HDR/MM $3,197,819 2012
COST SUBTOTAL $8,424,775
***************STREET/TRANSPORTATION/MISC.************
6 College St./ S. 11th Roundabout RPA $150,841 2011
7 N. 7th Sidewalk Infill Allied $58,733 2010
8 Sourdough Timber Management
Plan
Peak Forestry $12,000 2010
COST SUBTOTAL $221,574
City of Bozeman, Montana 135 FY12 Approved Budget
********************LANDFILL***************************
9 Gas/Groundwater Monitoring,Tetratech $45,000 On going
Well Abandoment, Gas Control
10 Landfill Closure Plan Great West $5,000 2011
COST SUBTOTAL $50,000
2010 TOTAL SERVICE CONTRACTS $8,696,349
2009 TOTAL SERVICE CONTRACTS $6,912,878
City of Bozeman, Montana 136 FY12 Approved Budget
Department:STREETS
Activity:Public Service
Program Description:
STREET MAINTENANCE FUND:
The street maintenance district division accounts for the expenditure of special assessments on property in the city for the repair
and upkeep of the city's streets.
Section 7‐12‐4401 MCA authorizes the city to create street maintenance districts for the purpose of maintaining its streets, alleys,
and other public places.
The maintenance districts were first created during fiscal year 1990‐91. Each year, assessments 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
reappropriation next fiscal year.
The assessment for the costs and expenses incurred in maintaining streets, alleys, and other public places within the maintenance
district is assessed against each lot or 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 division accounts for the expenditure of the city's share of state collected gas tax funds allocated to the city by the
Montana Department of Transportation.
Section 15‐70‐101 MCA provides that the Montana Department of Transportation shall allocate gas tax revenues to cities, towns,
and counties. One‐half of the city's 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 services, schools, employment, shopping, community services, or other facilities in
a quick, convenient, safe and comfortable manner for all population groups in the community with a minimum of harmful effects on
the environment.
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 when available and affordable such as Biodiesel and Ethanol in our fleet.
• Institute a city wide curb replacement program with assistance from the Engineering Dept.
City of Bozeman, Montana 137 FY12 Approved Budget
Department:STREETS
Activity:Public Service
• Expand our cooperative efforts with the County Road Department and MDT.
Budget Highlights:
For FY11:
• Added subdivisions for snow plowing notification system ‐ Priceless
• Chip seal treatments ‐ $55,000
• Mill and Overlay streets east of high school ‐ $300,000
• Demo and remove old Humane Society Building ‐ $4,000
• Continued weekend shift (Savings vs. Standby) ($3,000)
• Installed well at Creekside Park for ice control ‐ $4,400
Accomplishments:
In FY12:
• Continue sidewalk panel repair and replacement program
• Increase use of alternative fuels when available and affordable.
• Decrease time to plow all City streets.
• Continue pro‐active pothole patching program to repair pavement defects before they happen.
• Improve quality of discharge into Bozeman Creek
• Continue sharing of equipment between departments so as to utilize seasonal equipment year round.
• Repairing and improving of medians and boulevards.
• Mill and overlay business and commercial alleys
• Continue bike lane sweeping route and schedule
• Work with Streamline on bus stops and signage
ԙ
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Percentage of Pothole Repairs still holding 6 months later:
Summer Patches
90%90%90%95%95%
PM02Percentage of Pothole Repairs still holding 6 months later:
Winter Patches
50%30%30%40%50%
PM03Percentage of citizen‐called‐in Pot holes repaired within:
(Target 7 working days)
90%100%100%100%100%
PM04Percentage that find ease of travel by: Car 100%NA40%45%45%100= Excellent, 0=
Poor. By Survey
City of Bozeman, Montana 138 FY12 Approved Budget
Department:STREETS
Activity:Public Service
PM05Percentage that find ease of travel by: Bicycle 100%NA45%45%45%100= Excellent, 0=
Poor. By Survey
PM06Percentage that find ease of travel by: Walking 100%NA65%65%65%100= Excellent, 0=
Poor. By Survey
PM07Percentage of Snow Routes completed: Arterials and
Collector Routes
100%100%100%100%100%Target – 100% Plowed
& Sanded within 4
hours of notification –
5 person crew
PM08Percentage of Snow Routes completed: Commercial Route100%100%100%100%100%Target – 100% Plowed
& Sanded within 4
hours of notification –
5 person crew
PM09Percentage of Residential Street Snow Plowing completed100%80%80%80%80%Target – 100% Plowed
& Sanded within 4
hours of notification –
5 person crew
PM10Respond to emergency calls within 1 hour of notification
(weekdays)
100%100%100%100%100%
PM11Percentage of Right Of Way mowing completed within 3
weeks of startup
Target 100%90%90%90%90%
PM12Percentage of citizens rating street cleanliness as satisfactory90%NA47%60%60%100 = Excellent, 0 =
Poor. By Survey
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM13Labor hours per pothole repair Target < 0.5 0.6 hrs0.6 hrs0.6 hrs0.6 hrs
PM14Repair Pothole > 3” deep & 6” wide within 2 working days of
notification
22222
PM15Repair Pothole < 3” deep & 6” wide within 7 working days of
notification
77755
PM16Shoulder blocks of Right‐of‐way mowed per day 20‐2522232323
PM17Alley blocks trimmed of brush & debris per day 15‐2020202020
PM18Graveled streets graded1,0009009009001,000
PM19Alley blocks graded and surface material placed per day8‐10/grader12121212
PM20Crack sealing of asphalt streets – lineal feet per labor hour80‐90 feet100100100100
PM21Curb miles of streets swept per day 35‐40 miles50505050
PM22Streets Plowed and Sanded ‐ Normal Snowfall 14 lane‐mile14.5141414
PM23Streets Plowed and Sanded ‐ Heavy Snowfall 10 lane‐mile8.59 9 10
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Street & Alley Mileage 229235235237
WL02Lineal Feet of Curb Replaced24000630
WL03# of Pedestrian Ramps Installed 10104140
WL04Miles Chip Sealed01.912.93
WL05Miles Paved (Includes Asphalt Millings)1.571.881.491.50
WL06Miles Graveled 3 3 3 3
WL07Miles of Street Millings 1.571.881.491.20
WL08Pounds of Crack Sealer Used 5700570057005700
WL09# of Signs Installed 732750220220
WL10# of Signs RepairedNANA550500
WL11Lane Miles Painted 34.84040.341
WL12Lane Miles Plowed and Sanded 1020102011001150
WL13# of Crosswalks Painted NA1009590
City of Bozeman, Montana 139 FY12 Approved Budget
Department:STREETS
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
WL14# of Crosswalks Hot Tape Applied NA254045
WL15Miles of Yellow Curb Painted8.110.51111
WL16Number of Storm Inlets Maintained 5350535055005500
WL17Number of Storm Manholes Maintained 348348356364
WL18Curb Miles of Streets Swept 10000100001000010500
WL19Signal Lights Maintained66666768
WL20Flashing Yellow Lights Maintained 26262626
WL21Dead Animals Picked Up 18252020
WL22Tons of Leaves Collected 8859009701000
WL23Frequency of Residential Streets Swept 2 2 3 3
WL24Street Closures for Special Events 25252828
WL25Miles of Creek Maintained1111
WL26Miles of Sidewalk Plowed2222
WL27# of Signal RepairsNANA359370
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$1,127,637$1,161,487$1,238,351 $76,864 6.62%
Operating $1,163,641 $1,438,026$1,513,508 $75,482 5.25%
Capital $1,355,580 $1,078,456$2,957,100 $1,878,644 174.20%
Debt Service $84,818 $85,000 $135,000 $50,000 58.82%
Transfers $812,067 $10,515 $59,550 $49,035 466.33%
$4,543,743 $3,773,484 $5,903,509Totals $2,130,025
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
4110Street Operations $1,933,328 $2,598,954$3,126,026 $527,072 20.28%
4120Street Maintenance $640,514 $679,335 $656,500 ($22,835)‐3.36%
4130Street Construction $1,516,419 $10,515$1,520,115 $1,509,600 14356.63%
4140Snow & Ice Removal$0$0$0 $0 0.00%
4150Street Lighting $372,542 $373,000 $373,000 $0 0.00%
4171Traffic Signs & Markers $80,940 $111,680 $227,868 $116,188 104.04%
$4,543,743 $3,773,484Totals $5,903,509 $2,130,025
City of Bozeman, Montana 140 FY12 Approved Budget
Department:STREETS
Activity:Public Service
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$30,515$10,515$158,415 $147,900 1406.56%
108Community Transportation Fund $31,249 $10,515 $10,515 $0 0.00%
109Special Projects $34,744 $0 $0 $0 0.00%
110Gas Tax Fund$553,455$616,500$656,500 $40,000 6.49%
111Street Maintenance Fund $2,087,182$2,470,954$3,883,679 $1,412,725 57.17%
114Street Impact Fees $712,828 $350,000 $879,400 $529,400 151.26%
146Lighting Districts $289,487 $315,000 $315,000 $0 0.00%
500Construction Funds $804,283 $0 $0 $0 0.00%
$4,543,743 $3,773,484Totals $5,903,509 $2,130,025
City of Bozeman, Montana 141 FY12 Approved Budget
Department:WATER PLANT
Activity:Public Service
Program Description:
The water plant budget unit accounts for the costs associated with maintaining a quality drinking water supply for the City of
Bozeman.
The City of Bozeman has two treatment plants: The 15 MGD Sourdough Plant and the 3.7 MGD Lyman Creek Plant.
The Sourdough WTP was completed in 1983 and had a rated capacity of ten million gallons per day. The water plant was expanded
during FY‐93 to add an additional five million gallons per day for a total capacity of 15 million gallons per day.
Major operating expenses of the water plants include staffing, maintenance, chemicals and utilities. The plants are operated 24
hours per day, 365 days per year. There are 5 operators, 1 lead worker, 2 forepersons and a superintendent as of FY‐ 11.
The WTP operators are also responsible for all monitoring of the drinking water in the distribution system in accordance the Safe
Drinking Water Act. This job requires one operator a minimum of 6 hours per day, 7 days per week. More than 10,000 water quality
test are run annually.
The WTP operators are also responsible for the operation and maintenance of the Hyalite Intake, the Sourdough Intake, and for the
three finished water storage tanks in the City.
A corrosion control building and system to halt lead and copper corrosion in the distribution system was completed in 1998. A new
sludge drying bed to replace older inadequate beds was completed in 1998.
The new Hyalite raw water intake, pipeline, and connection building was completed in FY07. The Hilltop Tank painting project was
completed in October 2008.
A membrane piloting project for a 22 million gallon/expandable to 36 million gallon per day membrane filtration plant is scheduled
to be completed early in FY‐10. Preliminary design for the plant was completed in FY‐ 11. Final design of that plant is scheduled to be
completed in FY‐ 11. Construction is scheduled to start early in FY‐12. This is a replacement for the current 15 million gallon per day
direct filtration/granular media Sourdough Water Treatment Plant.
The Lyman Creek WTP underwent a 2.6 million dollar upgrade in 2003‐04, which included a roof and a liner for the 5 million gallon
reservoir, a new building for chlorine and fluoride addition, radon removal, and an effluent water quality monitoring building. The
system was put on‐line June 1st of 2004. The Lyman Creek Plant expansion project was completed in FY10. The plant capacity was
increased to 3.7 MGD.
The Sourdough Tank repair project was completed in FY‐09. This project included structural repairs to and reinforcement of the tank
and the replacement of several major valves.
Construction of guardrails on the Hyalite Canyon Road for protection of the Hyalite source water was completed in FY 10. This was a
cooperative project between the City and the US Forest Service. The City, through the use of a $100,000 grant, provided funding for
the design of the guardrails. The Forest Service provided funding for construction.
A holistic water‐resources planning project is slated to begin in FY12.
Continuous Monitoring Includes: 1) WTP Influent & Effluent Flow rate; 2) Filters #1 ‐ #12 Effluent Turbidity; 3) WTP Effluent
Turbidity; 4) WTP Chlorine Residual; 5) First Service Chlorine Residual; 6) Raw Water Flow Rate; 7) Raw Water Turbidity; 8) 2 MG + 4
MG Water Tank Levels; 9) Clear Well Level; 10) Coagulant and Coagulant Aid (Chemical Dosages); 11) Effluent pH Level; 12) Lyman
Influent & Effluent Flow Rate; 13) Lyman Reservoir Inlet Chlorine Residual: 14) Lyman Reservoir Outlet Chlorine Residual; 15) Lyman
Influent Turbidity; 16) Lyman Reservoir Level.
Major Objectives:
City of Bozeman, Montana 142 FY12 Approved Budget
Department:WATER PLANT
Activity:Public Service
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.
Budget Highlights:
• Membrane Plant Construction ‐ $14,800,000 (portion this year)
• Water Conservation ‐ $50,000
• Integrated Water Resource Plan ‐ $250,000
Accomplishments:
Anticipated for FY12:
• Provide adequate quantity and quality water with zero State or Federal Violations to our Customers
• Continue implementing the Water Facility Plan
• Comply with the Lyman Creek Water Treatment Plant Discharge Permit
• Continue to optimize the Sourdough Water Treatment Plant
• Start Construction on the Sourdough Water Treatment Replacement Plant
• Continue Implementing a Water Conservation Program
• Begin developing a Integrated Water Resource Plan
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Provide adequate drinking and fire fighting
water in reserve tanks:
Requires 40% tank reserves
100%100%100%100%100%
PM02Maintain fluoride level in distribution system
between .85 and 1.25 PPM daily average
100%84%86%92%100%
PM03Maintain chlorine residual according to EPA
requirements for inactivate Giardia cysts
100%100%100%100%100%
PM04Optimize water quality by maintaining lowest
possible WTP effluent NTU: State Requirement < 0.3 NTU
100%100%100%100%100%
PM05Optimize water quality by maintaining lowest
possible WTP effluent NTU: WTP daily average, Goal = < 0.11
98%100%100%100%100%
PM06Optimize water quality by maintaining lowest
possible WTP effluent NTU: WTP High Daily Individual Filter,
Goal = < 0.21
98%100%100%100%100%
PM07Unscheduled repair/maintenance completed
within 2 weeks (dependent on vendor schedule)
number if items not completed:
100%100%100%2 100%
PM08Scheduled repair/maintenance completed
within 7 days
95%98%98%98%100%
PM09Maintain operator certificaiton 10 hours of training/year100%100%100%100%100%
PM10Sample and test distribution system water quality per state
and federal requirements:
10,000 readings/tests per year
100%100%100%100%100%
City of Bozeman, Montana 143 FY12 Approved Budget
Department:WATER PLANT
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM11Price per million gallons of water treated
(Highly dependent upon the weather)
$870$983$1020$925
PM12Plant capacity per day 15M gallons
PM13Maximum water demand per day gallons11,149,0009,872,00010,685,00011,000,000
PM14Average water demand per day gallons5,427,0004,858,0004,748,0005,205,000
PM15Total water demand per year Billion gallon1.9811.7681.7331.900
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Plant Operation Avg Hrs/Day23.122.022.624.0
WL02Laboratory Analysis & CollectionAvg Hrs/Day6.56.56.56.5
WL03Monitor Water Quality:
Sourdough &Lyman Creek WTP’s.
Avg Hrs/Day24.024.024.024.0
WL04Diversion & Reservoir MonitoringAvg Hrs/Day3.03.03.03.0
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$651,336$654,782$625,654 ($29,128)‐4.45%
Operating $2,045,785 $1,151,189$1,172,930 $21,741 1.89%
Capital $1,254,920 $6,862,255$15,050,854 $8,188,599 119.33%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$3,952,041 $8,668,226 $16,849,438Totals $8,181,212
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
4610Water Plant Operations $2,040,267 $1,840,971$1,798,584 ($42,387)‐2.30%
4620Water Plant Construction $1,911,774 $6,827,255$15,050,854 $8,223,599 120.45%
$3,952,041 $8,668,226Totals $16,849,438 $8,181,212
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
600Water Fund$3,452,756$7,968,226$11,599,438 $3,631,212 45.57%
610Water Impact Fees$499,285$700,000$5,250,000 $4,550,000 650.00%
$3,952,041 $8,668,226Totals $16,849,438 $8,181,212
City of Bozeman, Montana 144 FY12 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Program Description:
The water operations budget unit accounts for the costs associated with operation and maintaining the city's water transmission and
distribution system.
The water operations division is responsible for locating, maintenance and repair of existing water lines and appurtenances,
overseeing installation of new lines, and reading all meters monthly.
The division maintains the entire water distribution system, ever mindful of its integrity and serviceability while maintaining potable
water through this system.
Major Objectives:
• To maintain and locate the City's water distribution system including mains, fire hydrants, valves, meters, raw water transmission
mains, and pressure reducing valves and vaults.
• 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 annually.
• 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 leak detect and repair the distribution system in a timely manner.
• To replace service lines as needed.
• To continue a curb stop verification and serviceability program for customer service lines.
• To accurately read all meters monthly.
• To resolve meter reading problems on a timely basis.
• To institute and maintain a Backflow prevention and testing program.
• To respond to water distribution problems 24 hours a day 7 days a week.
• To develop and maintain a comprehensive and cost effective security system for our water distribution system.
• To respond to all locate requests in a timely manner and accurately locate all water infrastructure
Budget Highlights:
Replacement of Backhoe $111,362
Significant Increase in Annual Pipe Replacements ‐ $922,555
Upgrades to Laurel Glen Shops Annex ‐ $100,000 (shared with Wastewater Operations)
City of Bozeman, Montana 145 FY12 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Accomplishments:
Increased replacement of water distribution system pipes, significanly enhances maintenance of the water distribution system.
New use and utilization of Laurel Glen Shops Annex.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Repair main breaks/leaks within four hours of discovery100%100%100%100%100%
PM02Operate every valve (recommended annually)100%16%33%35%35%
PM03Operate every Fire Hydrant (recommended bi‐annually)100%30%30%31%31%
PM04Flush every main (recommended annually)100%20%20%20%20%
PM05Read every meter once per month 100%100%100%100%100%
PM06Damage to other utilities02000
PM07New Water Service Inspections 2 Hr X 1 with 4 hr Response90%90%90%90%90%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM08MH cost per hydrant flow $41.37$59.78$60.00$62.00
PM09MH cost per hydrant replace$2,541$3,490$2,300$2,300
PM10MH cost per hydrant repair $592$304$300$305
PM11MH cost per curb box repair$153$445$450$450
PM12MH cost per water service repair $821$1,200$1,000$1,000
PM13MH cost per water main repair/break $4,000$3,100$8,000$3,500
PM14MH cost per renewed water service $3,200$3,192$3,000$3,000
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01New Service Main Taps 39162020
WL02Renewal Service Installations 7 7 7 7
WL03Meter Replacement/Repair 368650650650
WL04Valve Operation 707800850850
WL05One‐Call Location Request 4240352831003100
WL06Hydrant Flushing707770700700
WL07Hydrant Replacement 5 6 7 7
WL08New Water Service Line Inspections 89140150160
WL09Water Main Repairs 147 1010
WL10Fire Hydrant Repairs69688080
WL11Water Main Valves Replaced 5 131515
WL12Water Main Valve Box Repairs 54365050
WL13Water Service Line Repairs 23142020
WL14Curb Box Repairs112395050
WL15Water Main Breaks 6 4 4 4
WL16Commercial Cross Connection Survey33146150150
City of Bozeman, Montana 146 FY12 Approved Budget
Department:WATER OPERATIONS
Activity:Public Service
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$1,164,605$1,107,109$1,248,052 $140,943 12.73%
Operating $8,151,660 $1,090,749$1,143,246 $52,497 4.81%
Capital $916,891 $1,133,798 $548,362 ($585,436)‐51.63%
Debt Service $30,387 $32,916 $0 ($32,916)‐100.00%
Transfers $596,334 $0 $0 $0 0.00%
$10,859,877 $3,364,572 $2,939,660Totals ($424,912)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
5010Water Operations $2,242,336 $2,956,262$2,442,692 ($513,570)‐17.37%
5020Utility Locates $9,664 $7,698 $9,198 $1,500 19.49%
5030Water Services $28,009 $35,000 $35,000 $0 0.00%
5040Water Construction $8,149,139 $0 $0 $0 0.00%
5050Reservoirs $46,932 $0 $0 $0 0.00%
5060Meter Reading$308,948$293,612$367,770 $74,158 25.26%
5070Hydrants $36,649 $42,000 $50,000 $8,000 19.05%
5080Water Valves $17,883 $15,000 $15,000 $0 0.00%
5090Main Repairs $20,317 $15,000 $20,000 $5,000 33.33%
$10,859,877 $3,364,572Totals $2,939,660 ($424,912)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
500SID Construction Funds $333,403 $0 $0 $0 0.00%
600Water Fund$10,506,088$3,364,572$2,939,660 ($424,912)‐12.63%
610Water Impact Fees$20,386$0$0 $0 0.00%
$10,859,877 $3,364,572Totals $2,939,660 ($424,912)
City of Bozeman, Montana 147 FY12 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Program Description:
The wastewater operations budget unit accounts for the costs associated with providing and maintaining a wastewater collection
system for the city.
The wastewater operations division maintains a program of inspecting, cleaning, root cutting, repairing sanitary sewer mains,
manholes, and tapping for new wastewater stubs.
The wastewater operations division is responsible for maintaining the city’s 7 sanitary sewer lift stations.
The television inspection division maintains a program of inspecting all new sanitary sewer infrastructure to be accepted by the City
of Bozeman. This division inspects existing infrastructure to determine deficiencies and recommend repairs and prioritize capital
improvements. This enables us to minimize emergency callouts and customer service problems.
Major Objectives:
• To adequately maintain and locate the City's wastewater system including manholes, wastewater collection and transmission
systems, and lift stations.
• To flush our entire collection system annually, minimizing stoppages.
• To televise the existing sewer infrastructure to determine problems and the overall condition of sewer mains. This enables us to
make needed repairs in a timely manner and prioritize renovation projects funded through CIP.
• To control sewer main root intrusion with an aggressive root cutting program.
• To repair breakdowns in mains.
• To rebuild/replace manholes as needed.
• To televise and inspect all new infrastructure following installation prior to 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.
• To respond to all locate requests in a timely manner and accurately locate all sanitary and storm sewer infrastructure
ԙ
Budget Highlights:
Televising Van Equipment Refurbish ‐ $167,000
Significant Increase in Annual Pipe Replacements ‐ $884,600
Upgrades to Laurel Glen Shops Annex ‐ $100,000 (shared with Water Operations)
1 Ton Truck with Hoist, Replacement ‐ $45,000
Solvent Site Bio Remediation ‐ $737,680
Accomplishments:
City of Bozeman, Montana 148 FY12 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Increased replacement of wastewater collection system pipes, significanly enhances maintenance of the wastewater collection
system.
New use and utilization of Laurel Glen Shops Annex.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Flush every main in city
(trunk line not included)
Once/year90 miles81 miles95 miles90 miles
PM02Root cut affected mains in city
(do not root cut PVC only root cut in areas
with large trees)
Once/year54 miles54 miles54 miles54 miles
PM03Respond to sewer backup calls
(normally on scene within 30 minutes)
< 30 Min100%100%100%100%
PM04Install new service within 10 working days100%100%100%100%100%
PM05TV inspection of new mains prior to
acceptance (we will televise all our new
infrastructure to determine the quality of
installation)
100%100%100%100%100%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM06MH cost per sewer repair
(3 men x 7 hrs)
$1,046$1,884$1,500$1,500
PM07MH cost per new sewer tap
(2 men x 1 hr)
$178$873$200$200
PM08MH cost per manhole repair
(2 men x 12 hrs + Material)
$268$1,330$1,000$1,000
PM09MH cost per sewer backup call
(2men x 2 hrs)
$95$101$105$108
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Main Line Flushing 90 miles81 miles90 miles90 miles
WL02Manhole Inspection (ring/lid/steps)100%100%100%100%
WL03Main Line Root Cutting 54 miles54 miles54 miles54 miles
WL04Main Line Inspection TV23 miles26.63 miles30 miles30 miles
WL05Manhole Ring Replacement/Overlay Project 15181818
WL06New Infrastructure TV 1 mile1 mile1 mile1 mile
WL07Sewer Manhole Repairs 16131010
WL08Main Line Repairs19182025
WL09New Service Taps 155 8 10
WL10One Call Location Requests4240352831003100
City of Bozeman, Montana 149 FY12 Approved Budget
Department:WASTEWATER OPERATIONS
Activity:Public Service
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$534,599$537,561$757,502 $219,941 40.91%
Operating $5,881,543 $1,225,852 $621,470 ($604,382)‐49.30%
Capital $298,606 $559,050$1,849,680 $1,290,630 230.86%
Debt Service $280,288 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$6,995,036 $2,322,463 $3,228,652Totals $906,189
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
5210Wastewater Operations$1,914,287$2,270,515$3,175,652 $905,137 39.86%
5220Utility Locates $1,911 $4,348 $3,900 ($448)‐10.30%
5230Wastewater Services $2,547 $8,000 $8,000 $0 0.00%
5240Wastewater Construction$5,060,905$0$0 $0 0.00%
5250Manholes$10,210$25,000$25,000 $0 0.00%
5260Televising $4,269 $6,600 $8,100 $1,500 22.73%
5280Main Repairs $907 $8,000 $8,000 $0 0.00%
$6,995,036 $2,322,463Totals $3,228,652 $906,189
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
620Wastewater Fund $6,745,061$2,322,463$3,228,652 $906,189 39.02%
625Wastewater EPA Grant $230,356 $0 $0 $0 0.00%
630Wastewater Impact Fees $19,619 $0 $0 $0 0.00%
$6,995,036 $2,322,463Totals $3,228,652 $906,189
City of Bozeman, Montana 150 FY12 Approved Budget
Department:WATER RECLAMATION FACILITY (WRF)
Activity:Public Service
Program Description:
The water reclamation facility budget accounts for the costs associated with the treatment of the City’s domestic, commercial, and
industrial wastewater. The Bozeman Water Reclamation Facility (WRF) is an award‐winning plant that serves to protect and enhance
the water quality of the East Gallatin River.
The purpose of the water reclamation facility is to ensure strict environmental compliance by discharging thoroughly treated water
that meets or surpasses all State and Federal environmental standards. Through its beneficial reuse program, the Bozeman WRF also
maintains compliance with EPA Part 503 Biosolids regulations. All plant biosolids are thoroughly digested and then land applied as a
beneficial fertilizer or composted for soil enhancement.
The Bozeman WRF is now nearing completion of a significant plant expansion and technology upgrade in order to meet the growing
demand for wastewater services in our community. This plant enhancement will also enable the facility to begin removing nitrogen
and phosphorus compounds as well as conventional pollutants. To the extent possible, these plant improvements have been funded,
in part, by economic stimulus (ARRA) grants from the U.S. Environmental Protection Agency and through wastewater impact fees.
Major Objectives:
• To protect and enhance the water quality of the East Gallatin River.
• To consistently achieve compliance with all aspects of the city’s Montana Pollutant Discharge
Elimination System (MPDES) permit administered by the Department of Environmental
Quality.
• To maintain the mechanical reliability of the water reclamation facility to ensure uninterrupted
operations.
• To optimize the operational performance of each treatment process and maximize removal
efficiency.
• To comply with all EPA 503 Biosolids land application requirements and regulations.
• To minimize unpleasant odors.
Budget Highlights:
• Reach 100% completion of our BNR plant upgrade and continue to coordinate all aspects of the Phase 1 Williams Bros Construction
project. As of 2/28/11 this project element is approximately 75% complete. Total project cost ~ $36,555,965.
• Reach 100% completion of our new Laboratory and Administration Building currently being erected by Williams Bros.
Construction. Move in, and begin occupying this new facility.
• Total project cost ~ $1,680,000.
• Reach 100% completion of our new anaerobic Digester No.3 and Solids Dewatering Building currently being constructed by
McAlvain Constructors. Start up operations and begin producing a dewatered biosolids cake product which can be land applied or
composted for beneficial reuse of these nutrients. Total project cost ~ $5,321,792.
• Purchase an upgraded skid‐steer vehicle for the new facility which is capable of lifting 3000 lb polymer totes. Estimated Cost ~
$45,000.
Accomplishments:
City of Bozeman, Montana 151 FY12 Approved Budget
Department:WATER RECLAMATION FACILITY (WRF)
Activity:Public Service
In FY12 our staff will continue to be engaged in a host of construction management activities as we move closer to the completion of
three simultaneous construction projects. The coordination of an expansion project of this magnitude requires constant, daily
interaction with the general contractor, tailgate meetings with foremen from a variety of industry trades, and weekly construction
meetings with HDR and Morrison & Maierle Engineering.
The work which will be completed in 2012 represents the culmination of over 4.5 years of planning, design, and construction in order
to successfully bring a state‐of‐the‐art treatment facility to the City of Bozeman.
The City’s new BNR facility will include a new high efficiency bar screen and vortex grit removal system, a new primary effluent
pumping station, two new BNR bioreactor basins, a new anaerobic digester, standby emergency power, a screw‐press dewatering
facility, and UV disinfection.
With the addition of our new Lachat laboratory auto‐analyzer, in FY12 our WRF staff will begin analyzing a host of new nutrient tests
which were previously sent to outside labs. This is expected to save the city over $65,000 per year.
The WRF staff will also continue its increased effort to inspect and closely monitor industrial pretreatment activity and conduct on‐
site inspections. In FY12 we will continue with our expanded program of grease trap inspections for commercial kitchen facilities and
area restaurants.
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Meet final effluent discharge permit parameters for Ph100%100%100%100%100%
PM02Meet final effluent discharge permit parameters for Ammonia
Nitrogen
100%100%100%100%100%
PM03Meet final effluent discharge permit parameters for E. Coli100%100%100%100%100%
PM04Meet final effluent discharge permit parameters for CBOD 5100%100%100%100%100%
PM05Meet final effluent discharge permit parameters for TSS100%100%100%100%100%
PM06% CBOD removal (% of carbonaceous biochemical oxygen
demand removed is a measure of the effectiveness of the
plant)
85%98%98%97%97%
PM07% of total suspended solids removed 85%97%97%96%96%
PM08% of Acute Whole Effluent Toxicity Tests passed on final
effluent
100%100%100%100%100%
PM09Number of Plant Bypasses 0 0 0 0 0
PM10Meet EPA’s Part 503 Biosolids Regulations100%100%100%100%100%
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM11Million gallons of wastewater flow treated per day (MGD)5.785.505.525.605.65
PM12Total gallons of wastewater flow treated per fiscal year (MG)2,1102,0082,0152,0442,062
PM13CBOD Plant Loading (lbs/day)8,58012,51711,88812,20012,400
PM14TSS Plant Loading (lbs/day)7,22013,84711,40311,70011,900
PM15CBOD Total lbs removed per day 7,29312,26611,65011,83012,030
PM16TSS Total lbs removed per day 6,13713,57011,06111,23011,430
PM17Total O & M dollars spent per million gallons of wastewater
flow treated per year
NA $862$902$958$982
PM18Total salary and benefit dollars spent per million gallons of
wastewater flow treated per year
NA $398$426$435$446
PM19Total energy dollars spent per million gallons of wastewater
flow treated per year
NA $164$141$150$184
City of Bozeman, Montana 152 FY12 Approved Budget
Department:WATER RECLAMATION FACILITY (WRF)
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Preventive Maintenance & Lubrication Tasks8559289401140+
WL02Corrective Maintenance Tasks73446070+
WL03Bldg. & Grounds Maintenance Tasks412412412unknown
WL04BNR / Nutrient Removal Process Control TestsTasks4745474553707300+
WL05Required MPDES Regulatory TestsTasks6550655065506550
WL06Calibration of Lab Equipment Tasks730730782835+
WL07Population Served 40,50041,80042,60043,700
WL08Influent Flow (MGD)5.505.525.605.65
WL09BOD Loading (lbs per day)12,51711,88812,20012,400
WL10TSS Loading (lbs per day)13,84711,40311,70011,900
WL11Biosolids Injected (Metric tons)557626580unknown
WL12Acres Injected 413488452unknown
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$993,324$1,006,580$1,011,358 $4,778 0.47%
Operating $1,664,135 $1,269,922$1,371,854 $101,932 8.03%
Capital $17,318,028$21,439,465 $45,000 ($21,394,465)‐99.79%
Debt Service $235,770 $400,000$1,769,000 $1,369,000 342.25%
Transfers $12,856,997 $0 $0 $0 0.00%
$33,068,254 $24,115,967 $4,197,212Totals ($19,918,755)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
5610WRF Operations$1,817,075$2,039,252$1,970,370 ($68,882)‐3.38%
5620Laboratory $156,560 $218,240 $176,789 ($41,451)‐18.99%
5630Sludge Injection $106,378 $66,010 $274,553 $208,543 315.93%
5640Pretreatment $8,477 $2,500 $6,500 $4,000 160.00%
5650WRF Construction $30,979,764$21,789,965$1,769,000 ($20,020,965)‐91.88%
$33,068,254 $24,115,967Totals $4,197,212 ($19,918,755)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
620Wastewater Fund $19,949,238$23,715,967$3,793,212 ($19,922,755)‐84.01%
625Wastewater EPA Grant $262,019 $0 $0 $0 0.00%
City of Bozeman, Montana 153 FY12 Approved Budget
Department:WATER RECLAMATION FACILITY (WRF)
Activity:Public Service
630Wastewater Impact Fees $12,856,997 $400,000 $404,000 $4,000 1.00%
$33,068,254 $24,115,967Totals $4,197,212 ($19,918,755)
City of Bozeman, Montana 154 FY12 Approved Budget
Department:SOLID WASTE COLLECTION
Activity:Public Service
Program Description:
The goal of the Solid Waste Collection Division is to provide safe, clean and efficient collection of both residential and commercial
solid waste.
The Division operates three front load trucks, four side load trucks, 4 roll‐off trucks and two rear load trucks. Over 13,266 tons were
collected and delivered or to the Logan landfill in FY11.
The Division employs Teamster Union Operators. The Division competes with Allied Waste Services for residential, commercial and
roll‐off business within the Bozeman city limits.
The Division operates a pay as you throw collection system, which establishes a direct relationship between the amount a customer
pays and the size of the tote. Thirty five, sixty five and one‐hundred gallon totes are offered to residents. The commercial section
offers two, three, four, six and eight cubic yard containers. The roll‐off section offers twenty, thirty and forty cubic yard containers.
Major Objectives:
• To collect residential city customers’ solid waste on a weekly basis.
• To service commercial customers on an as needed basis.
• To promote the automated garbage collection service, which allows a customer to choose a variable size tote, thereby awarding
customers who reduce, reuse, and recycle.
• Promote the roll‐off program, servicing both temporary construction projects and stationary locations.
• Promote the front‐load commercial service, providing six day a week service.
Budget Highlights:
• Complete the Solid Waste Services and Rate Design Project
• Complete final closure of Class IV Cell at Story Mill Road Landfill
Accomplishments:
For FY11:
• Two hundred and seventy‐seven thousand miles were driven in FY11 collecting and delivering refuse for disposal.
• Continued to increase the Division’s share of residential, commercial, recycling and roll‐off customers within the city limits.
• Total number of collection accounts increased by 2%
• Provided garbage service to 9 community events at no charge:
o Music on Main
o Bite of Bozeman
o Garage‐o‐Rama
o Gallatin Earth Celebration
o Fireman’s Breakfast
o Christmas Stroll
o Cruisin’ on Main Car Show
o Bobcat Pep Rally
o Cardboard Box City Event
Department Performance Measures:
City of Bozeman, Montana 155 FY12 Approved Budget
Department:SOLID WASTE COLLECTION
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Residential Accounts 6957713070927240
WL02Commercial Accounts262268271281
WL03Commercial Cardboard Collection Accounts 394400499550
WL04Number of containers emptied weekly 7033721973987363
WL05Yearlly Tonnage Collected: Collection Program 10397106571092011248
WL06Number of Collection Vehicles 7 7 7 7
WL07Roll‐off Program
# of roll‐offs serviced
4304005731000 Increase attributable
to contract with
Bozeman Convenience
Site & continued hail
damage jobs
WL08Number of Roll‐off Trucks 4 4 4 4
WL09Yearly Tonnage Collected: Rolloff Program 1782180023462774
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$971,672$910,111$984,261 $74,150 8.15%
Operating $1,367,298 $1,136,005$1,181,987 $45,982 4.05%
Capital $350,455 $132,000 $0 ($132,000)‐100.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$2,689,425 $2,178,116 $2,166,248Totals ($11,868)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
5810Solid Waste Collection$2,689,425$2,178,116$2,166,248 ($11,868)‐0.54%
$2,689,425 $2,178,116Totals $2,166,248 ($11,868)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
640Solid Waste Fund$2,689,425$2,178,116$2,166,248 ($11,868)‐0.54%
$2,689,425 $2,178,116Totals $2,166,248 ($11,868)
City of Bozeman, Montana 156 FY12 Approved Budget
Department:SOLID WASTE RECYCLING
Activity:Public Service
Program Description:
The goal of the Solid Waste Curbside Recycling program is to divert recyclable materials from the main waste stream that would
normally be landfilled and make recycling more convenient for the public.
Curbside recycling began in December of 2008. The curbside recycling truck picks up cardboard, paper, aluminum and steel cans,
and plastics from customers who are on city garbage collection services and who choose to pay for the recycling service.
Our curbside program has exceeded the “design capacity” of the one person, one truck operation, with over 950 weekly customers.
Approximately 200 tons of recyclable materials were collected and diverted from the landfill last year.
Major Objectives:
• To help minimize the amount of solid waste going to the landfill for disposal.
• To facilitate the separation of recyclable materials and support the functions of the Gallatin Solid Waste Management District.
• To continue to expand the City’s curbside recycling program.
Budget Highlights:
Accomplishments:
• Evaluation and rate design changes based on the results of consultant Rate Study in the summer of 2011.
Department Performance Measures:
Department Expenditures by Category
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Total Number of Customers 8819659701000
WL02Cardboard (tons)48.9665.6155.075.0
WL03Paper (tons)102.23115.07112.0112.0
WL04Cans (tons)10.4312.6414.014.0
WL05Plastics (tons)15.5519.3217.021.0
WL06Total Tons of Recyclables collected (curbside program)177.17212.64195.50235.00
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$62,980$61,990$70,429 $8,439 13.61%
Operating $70,065 $67,250 $45,165 ($22,085)‐32.84%
Capital $0 $350 $0 ($350)‐100.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$133,045 $129,590 $115,594Totals ($13,996)
City of Bozeman, Montana 157 FY12 Approved Budget
Department:SOLID WASTE RECYCLING
Activity:Public Service
Department Expenditures by Division
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
5940Recycling $133,045 $129,590 $115,594 ($13,996)‐10.80%
$133,045 $129,590Totals $115,594 ($13,996)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
640Solid Waste Fund$133,045$129,590$115,594 ($13,996)‐10.80%
$133,045 $129,590Totals $115,594 ($13,996)
City of Bozeman, Montana 158 FY12 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
Program Description:
The vehicle maintenance budget unit accounts for the costs of repairing and maintaining vehicles of city departments.
The vehicle maintenance staff consists of four 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 Maintenance Department 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 condition 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.
Budget Highlights:
For FY11:
• Maintained high quality of repairs and keep comebacks at less than 1%.
• ASE certification of all mechanics.
• Complete construction of new shop.
• Add another mechanic to the team.
Accomplishments:
Anticipated for FY12:
Decrease the number repairs contracted out, saving the city money.
• Repair and maintain City’s fleet of over 400 vehicles and equipment.
• Dispose of over 9,000 gallons of used motor oil from residents.
• Dispose of over 400 gallons of used antifreeze from residents.
• Utilize preventative maintenance program for servicing vehicles.
• Use our waste oil for fuel to heat the shop and HRDC bus barn.
Department Performance Measures:
City of Bozeman, Montana 159 FY12 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Percentage of Repair/Maintenance
work Orders completed within 4 days
of receipt: Light Equipment
95%95%95%95%95%
PM02Percentage of Repair/Maintenance
work Orders completed within 7 days
of receipt: Heavy Equipment
95%95%95%95%95%
PM03Percentage of Returns
for Rework
<0.5%0.5%0.5%0.5%0.5%
PM04Percentage of Mechanics Certified 100%100%100%100%100%
PM05Percentage of Waste Oil Customers
Attended to complete
100%100%100%100%100%
PM06Percentage of Emergency Repairs
Responded to within 24 hours of
Notification
90%95%95%95%100%
PM07Respond to Service Requests (oil
change & lube) within 2 work days
90%80%80%85%85%
PM08Preventative Maintenance Program
complete for City Fleet
100%100%100%100%100%
PM09Fleet Operational Time ‐ Streets Dept 99%95%95%95%95%
PM10Fleet Operational Time ‐ Water/Sewer Dept 99%98%98%98%98%
PM11Fleet Operational Time ‐ Police Dept.
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$227,981$287,929$296,208 $8,279 2.88%
Operating $439,716 $452,735 $452,508 ($227)‐0.05%
Capital $524,864 $26,500 $0 ($26,500)‐100.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$1,192,561 $767,164 $748,716Totals ($18,448)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
6010Vehicle Maintenance Shop$1,192,561$767,164$748,716 ($18,448)‐2.40%
$1,192,561 $767,164Totals $748,716 ($18,448)
City of Bozeman, Montana 160 FY12 Approved Budget
Department:VEHICLE MAINTENANCE
Activity:Public Service
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
710Vehicle Maintenance Fund$1,192,561$767,164$748,716 ($18,448)‐2.40%
$1,192,561 $767,164Totals $748,716 ($18,448)
City of Bozeman, Montana 161 FY12 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Program Description:
The cemetery budget unit accounts for the costs of operating and maintaining the city's cemetery, which includes 65 developed
acres, and 75 undeveloped acres.
The cemetery division includes a foreman, two maintenance workers, and seasonal employees. Employees are responsible 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
members and the citizens of Bozeman.
Major Objectives:
Administrative
• Develop, submit, and administer cemetery budgets in a timely manner.
• Maintain computer technology to improve/enhance intra‐departmental communication(s).
• Create new cemetery blocks and open lots up for sale as demand dictates.
• Inform the community through publications, press releases, and advertisements of current policies, procedures, and practices of
the Sunset Hills Cemetery.
• Continue safety training programs, professional development, and pro‐active customer service.
• Carry out the Mission and Vision statements of the City of Bozeman.
Facilities and Grounds Maintenance
• Surviving family, user, taxpayer and city commission satisfaction with the use, care, and overall appearance of the cemetery
grounds and buildings.
• Provide an easily accessible, safe, and serene setting for cemetery/gravesite visitation.
• Maintain and expand the underground irrigation system, as needed to fully utilize all water resources in a conscious manner.
• Keep all paved roads clear and open during winter months.
• Keep the Highland Boulevard path clear during the winter work week.
• Assist other Divisions in the City of Bozeman when needed or called on.
• Develop new sections of the Cemetery in a manner and method consistent with the long‐term planning guidelines developed by
the Cemetery Advisory Board.
Burial Services
• Modernize and maintain an improved and accurate mapping and computerized grave registration system.
• Continue to provide experienced and professional staff to perform essential burial functions.
• Continually strive to achieve high public/user /group satisfaction levels of all services and activities the cemetery provides.
• Make known, adhere to, and fully comply with, all laws and regulations regarding the interment of human remains.
Budget Highlights:
• Dedication of Lot Sale dollars to the Perpetual Care Fund.
• Re‐investment of Perpetual Care interest earnings in the Perpetual Care Fund.
• Capital Improvements for new Columbarium and Memorial Garden.
Accomplishments:
City of Bozeman, Montana 162 FY12 Approved Budget
Department:CEMETERY
Activity:Public Welfare
FY12 Anticipated Accomplishments:
Ordinance Changes to implement Perpetual Care Fund changes.
Creation of the new Memorial Garden to increase services for Cemetery patrons.
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Burials and disinterment’s
(Full, Ash and Columbarium)
As Schedule 100%100%100%
PM02Grave reclamation and repair:
(Compaction, level and re‐sod)
Est. 25‐30x/50%50%50%
PM03Mowing ‐ Formal Cemetery 1/week 60%60%60%
PM04Mowing ‐ Cemetery Trails and perimeter 2/year 50%50%50%
PM05Fertalize Formal Cemetery 2/year 50%50%34%
PM06Irrigation – Entire formal cemetery
(above ground pipes and automated)
Est 3x/week50%75%75%
PM07Herbicide Application ‐ Formal Cemetery 2/year 50%50%75%
PM08Herbicide Application ‐ Undeveloped Area Perimeter2/year75%80%80%
PM09Leaf Mulch & pinecone removal
(weather related)
1x/yr.70%70%75%
PM10Weed eating (Breakdowns, workload)2/year50%75%75%
PM11Police Grounds (flower & trash removal)1x/yr 75%80%80%
PM12Tree and hedge maintenance 5 Days/wk 60%80%80%
PM13Response to Complaints and questions:< 2 Days 100%100%100%
PM14Response to Memorial and Resolution Compliance < 2 Days 100%85%85%
PM15Plowing Highland and Park sidewalks:
(weather and workload related)
By 10AM 75%75%75%
PM16Plow all roads within the cemetery:
(weather and workload related)
By 10AM 75%75%75%
PM17Assist Parks: plowing parking lots:
(weather and workload related)
Same day 50%50%50%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Burials‐ Full and Ash 161150170
WL02New lot development 150232162
WL03Grave repairs and reclamation 202525
WL04Formal Turf Acres‐acres mowed and
irrigated weekly
515353
WL05Undeveloped Acres 545454
WL06Miles of Trails 112
WL07Miles of trails, sidewalks to plow 4 4 5
WL08Number of User Agreements 1 1 1
WL09Number of Volunteer Projects 2 2 4
WL10Number of parking lots to plow 101111
WL11Herbicide application‐ formal acres 515353
WL12Herbicide application – acres‐undeveloped 5 5 8
WL13Restrooms 111
WL14Parking Lots 222
City of Bozeman, Montana 163 FY12 Approved Budget
Department:CEMETERY
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$307,501$311,131$357,556 $46,425 14.92%
Operating $65,803 $99,269 $88,739 ($10,530)‐10.61%
Capital $40,362 $13,000 $63,000 $50,000 384.62%
Debt Service $0 $0 $0 $0 0.00%
Transfers $10,349 $16,000 $0 ($16,000)‐100.00%
$424,015 $439,400 $509,295Totals $69,895
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
7210Cemetery Operations $424,015 $439,400 $509,295 $69,895 15.91%
$424,015 $439,400Totals $509,295 $69,895
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$413,666$423,400$509,295 $85,895 20.29%
135Cemetery Special Revenue$0$0$0 $0 0.00%
800Cemetery Perpetual Care $10,349 $16,000 $0 ($16,000)‐100.00%
$424,015 $439,400Totals $509,295 $69,895
City of Bozeman, Montana 164 FY12 Approved Budget
Department:PARKS
Activity:Public Welfare
Program Description:
The Parks budget unit accounts for the costs of operating, developing and maintaining city parks and other city property.
Section 7‐16‐4103 MCA authorizes the city to establish parks and playgrounds and provides for methods of financing the
improvements.
The Parks Department develops, maintains, and cares for park buildings and restrooms, playground equipment, picnic facilities,
sports fields, trail system, natural areas, skating rinks, tennis courts, swimming/boating ponds and other related equipment and
facilities.
The Parks Department, along with the Street Department, is responsible for snow removal on all public sidewalks adjoining parks and
street rights‐of‐way designated as the City’s responsibility.
Major Objectives:
o To maintain the city's parks in a condition of which the city would be proud.
o To participate in the implementation of the master plans for parks approved in 1992.
o To acquire and develop new parks and continue to keep pace with the growth of Bozeman by providing an adequate number of
sports fields.
o To continue adding, upgrading, and maintaining safe, quality sports fields and playground equipment to the city's parks.
o To provide expanded maintenance to restrooms, litter control, pet waste disposal, turf care, and playground equipment.
o To improve, maintain and expand the trail system.
o To oversee and coordinate volunteer, grant funded and neighborhood park improvement projects.
o To assist other Divisions in the City of Bozeman as needed or as directed.
Budget Highlights:
• Security Services re‐instated.
• Mowing & Snowplowing contracts ‐ $10,500
Accomplishments:
FY12 Anticipated Accomplishments:
Teaming with Cemetery Crew to provide 7 day per week coverage of city parks.
Continuation of Park Improvement Grant Program
Department Performance Measures:
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Mowing ‐ Core Parks 1/week85%85%80%80%
PM02Mowing ‐ Sports Fields2/week85%85%80%70%
PM03Mowing ‐ Natural Parks 2/year85%85%80%80%
PM04Fertilize ‐ Core Parks2/year33%33%25%25%
PM05Fertilize ‐ Sports Fields 3/year50%50%50%50%
City of Bozeman, Montana 165 FY12 Approved Budget
Department:PARKS
Activity:Public Welfare
Department Expenditures by Category
PM06Fertilize ‐ Neighborhood Parks 1/year10%0%0%0%
PM07Irrigation – Activate all systems
(Problems related to winter‐i.e. cracked pipes.)
by May 1550%75%75%60%
PM08Irrigation – Winterize all systems
(Keeping on for user groups and early snow
Oct 31100%80%80%80%
PM09Leaf Mulch & Pickup All Parks60%60%65%65%
PM10Playground Inspection 1/week80%35%35%35%Workload increase, lost
2 people 3 days a
week, garbage and
restrooms
PM11Playground RepairsSame Day75%75%75%75%
PM12Trails ‐ Inspections 2/month20%20%30%30%
PM13Trails ‐ Maintenance2/year40%40%40%40%
PM14Weed Control ‐ Roundup 3/year50%50%40%40%
PM15Weed Control ‐ Boradleaf2/year50%50%40%30%
PM16Weed Control ‐ Noxious 2/year40%40%40%30%
PM17Weed Eating2/month70%50%50%50%
PM18Garbage Collection 7 days/week90%85%85%85%
PM19Police All Grounds 5 days/week20%10%15%15%
PM20Building Maint / Repairs Same Day50%45%45%40%
PM21Restrooms / Clean & Maintain7 days/week80%50%50%50%
PM22Response to Complaints Within 2 day90%90%90%90%
PM23Sidewalk PlowingBy 10AM75%75%70%70%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Park Reservations per year 280280300320
WL02Formal Turf Acres 120120125125
WL03Natural Parkland Acres 205205210220
WL04Miles of Trails51545555
WL05Number of Park Fund Grant Projects 180 allotted, 8 1520
WL06Number of User Agreements 14141416
WL07Number of Volunteer Projects 5 2 2 2
WL08Miles of Sidewalks to Plow
*2 routes, 16‐17 miles to drive each route.
68810
WL09Baseball/Softball fields 16161616
WL10Number of Playgrounds City maintained 17202224
WL11Number of Playgrounds HOA maintained 11111111
WL12Number of Ice Rinks 4 4 4 4
WL13Weed Spraying – Acres‐undeveloped 165165165165
WL14Weed Spraying – Acres‐developed118118118118
WL15Garbage Collection / Number of Cans 135135140145
WL16Dog Sanitation Stations38404242
WL17Picnic Tables 127127127127
WL18Pavilions/Shelters 11111212
WL19Restrooms 13131313
WL20Parking Lots 12131414
City of Bozeman, Montana 166 FY12 Approved Budget
Department:PARKS
Activity:Public Welfare
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$672,362$678,633$656,582 ($22,051)‐3.25%
Operating $374,168 $360,505 $453,235 $92,730 25.72%
Capital $382,841 $25,000 $80,000 $55,000 220.00%
Debt Service $0 $0 $50,000 $50,000 #Div/0!
Transfers $100,000 $0 $0 $0 0.00%
$1,529,371 $1,064,138 $1,239,817Totals $175,679
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
7610Parks Operations$1,529,371$1,064,138$1,239,817 $175,679 16.51%
$1,529,371 $1,064,138Totals $1,239,817 $175,679
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$1,300,461$1,027,138$1,177,817 $150,679 14.67%
108Community Transportation $0 $0 $0 $0 0.00%
128FWP Management Areas $13,456 $0 $0 $0 0.00%
129ARRA Projects $86,448 $25,000 $0 ($25,000)‐100.00%
136Parks Special Revenue Fund $714 $12,000 $12,000 $0 0.00%
144Cash In Lieu of Parkland$0$0$0 $0 0.00%
184Park Improvement Grants $62,339 $0 $50,000 $50,000 #Div/0!
558Story Mansion Construction $65,953 $0 $0 $0 0.00%
$1,529,371 $1,064,138Totals $1,239,817 $175,679
City of Bozeman, Montana 167 FY12 Approved Budget
Department:FORESTRY
Activity:Public Welfare
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 collected 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 plan for all public areas.
• To implement the arboricultural specifications manual.
• To maintain and update a city‐wide tree inventory.
• To pursue state and federal grants for forestry related activities.
• To coordinate the city’s cost share tree and other planting programs.
• 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.
Budget Highlights:
For FY12:
• 100 Cost Share Trees $7,000
• Continued Dead Tree Replacement Vouchers (200) $7,500
• 10 Trees Planted in Boulevards Fronting Open Space $1,000
Accomplishments:
• Continued cyclic pruning of boulevard, park and cemetery trees.
• Continued trimming for sidewalk clearance, traffic signs, sight triangles and construction projects.
• Continue Cost‐Share and voucher program of 300 trees planted.
City of Bozeman, Montana 168 FY12 Approved Budget
Department:FORESTRY
Activity:Public Welfare
• Continue ISA Certified Arborist education.
• Provide information to the public on appropriate planting practices, species selection, code requirements related to public and
private tree plantings, and the benefits of the urban forest.
• Increased effectiveness of the Planting Permit process with Planning and Building Departments.
• Integrate GPS technology into new tree inventory program.
• Continue Arbor Day activities and Tree City USA accreditation.
• Work injury free.
• Continued use of alternative fuels when available and affordable.
• Promote use of trees in Storm Water management.
• Continue “Welcome to Home Ownership” free tree program
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Response to citizen requests within two days. Assessed and
Prioritized.
100%90%90%95%95%
PM02Response to Emergency Call Outs – on site within an hour100%100%100%100%100%
PM03Response to Damage – within a day
Assessed and Prioritized
100%95%95%95%95%
PM04Survey for hazardous tree situations Bi‐monthly95%95%100%100%
PM05Maintain and update tree inventory Bi‐monthly20%50%75%75%
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Trees Trimmed 225200200250
WL02Tree Removed 160120300200
WL03Trees Planted 150110110110
WL04Emergency Storm Damage Tons 18101010
WL05Christmas Trees – Tons
Chipped and Composted
40353535
WL06Cost Share Trees 100100100100
WL07Tree Vouchers 8080200200
WL08Miscellaneous/Arbor Day/Tree Spade, etc 6 101010
WL09Sidewalk, sight triangle, or street sign encroachments
addressed
460550400400
WL10Planting Permits50757575
WL11DRC Reviews 150757580
WL12Vandalism 10101010
WL13Service Requests 650400400750
WL14Trees Inventoried 6 160020002000 *Grant funded effort
City of Bozeman, Montana 169 FY12 Approved Budget
Department:FORESTRY
Activity:Public Welfare
Department Expenditures by Division
Department Expenditures by Fund
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$311,101$315,202$326,666 $11,464 3.64%
Operating $84,231 $133,274 $112,786 ($20,488)‐15.37%
Capital $16,925 $50,300 $0 ($50,300)‐100.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $260,000 $0 ($260,000)‐100.00%
$412,257 $758,776 $439,452Totals ($319,324)
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
7710Tree Maintenance$412,257$758,776$439,452 ($319,324)‐42.08%
$412,257 $758,776Totals $439,452 ($319,324)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
112Tree Maintenance Fund$412,257$758,776$439,452 ($319,324)‐42.08%
$412,257 $758,776Totals $439,452 ($319,324)
City of Bozeman, Montana 170 FY12 Approved Budget
Department:LIBRARY
Activity:Public Welfare
Program Description:
The library budget unit accounts for the costs associated with operating and maintaining the city's public library. Approximately one‐
third of the library’s budget is off‐set by county funds.
Library Mission Statement
The Bozeman Public Library provides the community with free, open and equal access to general information on a broad array of
topics; resources to promote personal growth and lifelong learning; popular materials to meet cultural and recreational needs; and
the training needed to find, evaluate and use information effectively.
Major Objectives:
o To provide effective and efficient management of the Bozeman Public Library.
o 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.
o To provide children's programming that will encourage use of the library by children and their parents, and foster a life‐long
interest in reading and learning.
o To provide courteous, accurate and timely check‐out, check‐in, and re‐shelving of library materials.
o To insure that new materials are ordered, cataloged, processed, and made available for public use in an accurate and timely
manner.
o 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.
o To publicize library services and programs through a coordinated marketing plan.
Budget Highlights:
Books & Reference Materials Budget ‐ $142,700
Printing of Library Newsletter and Brochures ‐ $7,000
Accomplishments:
FY12 Anticipated Accomplishments:
Creation of the Library Depreciation Reserve Fund, for future capital and building needs.
Hiring of the new Library Director within the fiscal year.
Department Performance Measures:
Efficiency Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01Circulation of Materials, per Full‐ Time Equivalent Employee
(FTE)
20000/FTE30015317343285438264
PM02Registered Borrowers 1000/FTE1386136213171346
PM03Total volumes 4000/FTE6223628566266672
PM04Reference transactions 2000/FTE5273496249935143
PM05Interlibrary loan transactions 200/FTE176316216184
PM06Children’s program attendance 650/FTE88597910521158
City of Bozeman, Montana 171 FY12 Approved Budget
Department:LIBRARY
Activity:Public Welfare
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
Materials Renewed 44156454804284944991
WL01Library Materials Circulated635133671501753462828808
WL02Children's Programs Provided 508630649668
WL03Attendance at Children's Programs 18735207722279425073
WL04Reference Questions Answered 111590104995108145111389
WL05Interlibrary Loan Transactions3730669346863989
WL06Registered Borrowers 29329288172852829161
WL07New Library Materials Cataloged13374108541475716085
WL08Materials Reserved 9521108091226513859
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$1,045,078$1,280,563$1,318,188 $37,625 2.94%
Operating $297,819 $325,654 $341,605 $15,951 4.90%
Capital $1,326,327 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$2,669,224 $1,606,217 $1,659,793Totals $53,576
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
7810Library Operations$570,038$483,708$462,130 ($21,578)‐4.46%
7820Technical Services $248,778 $255,790 $302,913 $47,123 18.42%
7830Information Services $222,612 $262,603 $288,441 $25,838 9.84%
7840Children's Services$163,992$194,902$203,394 $8,492 4.36%
7850Circulation Services $259,429 $409,214 $402,915 ($6,299)‐1.54%
7899Library Construction$1,204,375$0$0 $0 0.00%
$2,669,224 $1,606,217Totals $1,659,793 $53,576
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$1,462,972$1,598,317$1,651,893 $53,576 3.35%
137Library Special Revenue Fund $1,877 $7,900 $7,900 $0 0.00%
542Library Construction Fund $1,204,375 $0 $0 $0 0.00%
City of Bozeman, Montana 172 FY12 Approved Budget
Department:LIBRARY
Activity:Public Welfare
$2,669,224 $1,606,217Totals $1,659,793 $53,576
City of Bozeman, Montana 173 FY12 Approved Budget
Department:RECREATION
Activity:Public Welfare
Program Description:
Recreation Administration‐ The City of Bozeman Recreation Department provides recreation opportunities for the entire
community. In addition, the Department assists the Recreation and Parks Advisory Board and other recreation groups in anticipating
recreation demands and providing services that the City cannot do on their own. The department provides additional opportunities
for the citizens through its operation of the Beall Park Recreation Center and Lindley Center.
Recreation Programs ‐ The Recreation Department offers summer programs, which teach children lifelong skills as well as healthy
living habits. The Department offers preschool age programs year‐round, programs for elementary age children when they are out
of school, T‐Ball, Letters/Phone calls from Santa, Snowfest, the Easter Egg Hunt and backpacking opportunities. The Department also
has activities for seniors.
Swim Center ‐ The Swim Center is the City’s 50 meter indoor aquatic facility. Safety, fitness, and recreational programs are offered
year round at affordable rates. The Swim Lesson Program ensures the health and well‐being of individual city residents and larger
school groups by providing swim technique training and instruction in basic water safety. The program also contributes to life‐long
fitness and health by introducing patrons to the many opportunities available. The Fitness program provides encouragement and
opportunity to individuals of all ages in programs such as water fitness, water jogging, and lap swimming. The Aquatics Recreation
program helps fight childhood obesity by encouraging families to actively recreate together and by offering diversions such as a hot
tub, water slide, diving board, pool toys, dive‐in movies, inner‐tubes and Family Night Specials. The Professional Water Safety
program trains local and area lifeguards, swim instructors, and professional rescuers, thus promoting and sharing the basics of water
safety with the entire community. The Swim Center serves as a rental facility for user groups such as the State Champion High
School Swim Team, the Bozeman Barracudas age‐group Swim Team, the Bozeman Stingrays Synchronized Swim Team, the Bozeman
Masters Swim Club, SCUBA, kayak groups, scouts, and military groups.
Bogert Pool ‐ Bogert Pool was built in 1939, and after 69 years is still a family tradition. This great facility is staffed with professional
and fun lifeguards who provide a wide variety of aquatic activities. Bogert Pool features a 26' triple‐tube water slide that offers three
levels of excitement. This slide is located on the south sunning and observation deck. The pool also features a slide for preschool
age children. Bogert Pool offers one of the best learn‐to‐swim programs for youth ages 3 months to 15 years in the country. We
guarantee children age 7 and up will be able to swim 5 yards on their front and back after the first set of lessons or lessons are free
until they can do so. The pool offers lap swimming, swim team workouts, water fitness, and recreation swimming for all ages. Bogert
Pool serves as a rental facility for the Bozeman Barracudas age‐group swim team and the Bozeman Masters Swim Club. Special
Events such as the Goldfish Swim, Family Pizza Nights, Moonlight and Midnight Swims, and the Dog Swim make Bogert a desired and
affordable venue for family recreation.
Major Objectives:
Recreation Administration and Programs
• To improve conditions in our community by offering recreation opportunities that enhance the quality of life.
• Through our recreation programs enhance individual respect and acceptance of people of different ages, abilities, income levels,
races, religions, cultures and beliefs.
• To offer opportunities for people of all abilities to experience fun, socialization, challenges, community awareness, life‐long
learning and family involvement.
• To provide opportunities that will promote health, well‐being, relaxation, and assist in the reduction of stress.
• To provide recreation activities that are essential to the development of our youth. Our recreation programs offer opportunities
for youth to build self‐esteem, self‐reliance, positive self‐images, resiliency factors, lifetime skills, leadership, reduce negative social
activity, encourage cooperation and provide exposure to the arts, sports, science and nature.
• To provide economic benefits to the city by generating revenue for the general fund, the business community and by reducing
community healthcare costs.
• To train a productive, efficient and effective workforce.
Aquatics: Swim Center and Bogert Pool
“For all your fun and fitness needs.”
• To provide a safe, clean and user‐friendly facility.
City of Bozeman, Montana 174 FY12 Approved Budget
Department:RECREATION
Activity:Public Welfare
• 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 social activity.
• To offer leadership, social and work skills for teenagers, i.e. Junior Leader, Junior Guard and lifeguard programs.
Budget Highlights:
FY 11 BUDGET HIGHLIGHTS
o Replace Natatorium lighting and pool main pumps at Swim Center.
o Replace Bogert Pool filtration system.
o Replace ADA chairlifts at both pools.
Accomplishments:
FY 12 ANTICIPATED ACCOMPLISHMENTS
• Implement new Adult programs.
• Propose fee schedule for Adult programming.
• Develop full time positions in Aquatics and reduce number of part time positions.
• Continue to maintain Bogert Pool until budgeting allows for needed improvements.
• Complete Swim Center UV Disinfection System Installation.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
Being Developed for FY13.
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$601,486$704,362$769,331 $64,969 9.22%
Operating $393,799 $498,646 $453,894 ($44,752)‐8.97%
Capital $243,128 $294,000 $99,000 ($195,000)‐66.33%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$1,238,413 $1,497,008 $1,322,225Totals ($174,783)
City of Bozeman, Montana 175 FY12 Approved Budget
Department:RECREATION
Activity:Public Welfare
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
8010Recreation Operations $635,699 $725,845 $823,265 $97,420 13.42%
8020Swim Center $464,742 $452,083 $280,888 ($171,195)‐37.87%
8030Bogert Pool $62,981 $196,130 $87,100 ($109,030)‐55.59%
8040Facilities: Lindley, Beall, & Story $59,784 $100,465 $116,572 $16,107 16.03%
8050Recreation Programs $15,207 $22,485 $14,400 ($8,085)‐35.96%
$1,238,413 $1,497,008Totals $1,322,225 ($174,783)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$1,199,322$1,464,156$1,286,550 ($177,606)‐12.13%
133Recreation Special Revenue Fund$13,472$1,000$1,000 $0 0.00%
189Story Mansion Operating Fund $25,619 $31,852 $34,675 $2,823 8.86%
$1,238,413 $1,497,008Totals $1,322,225 ($174,783)
City of Bozeman, Montana 176 FY12 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:Public Welfare
Program Description:
Economic Development: In concert with Commission Goals, the Economic Development & Public Relations position is now a director‐
level position, has been moved out of the City Manager’s department, and moved to its own division in the Community Development
department of the budget. This position is leading the city’s Economic Development Team to “assist in diversifying our local
economy by creating sustainable, high paying jobs without sacrificing Bozeman’s quality of life.”
Tax Increment Financing: The Downtown Improvement District, Northeast Improvement District, and North 7th Improvement
District accounts for the costs of the Improvement District Boards and their activities. The City Commission appointed an Urban
Renewal Study Committee representing a broad cross‐section of Gallatin Valley interests including city and county residents, the
School District, business, and city and county residents.
American’s with Disabilities: The Americans with Disabilities Act (ADA) was signed into law on July 26, 1990. The act provides
comprehensive civil rights protection for people with disabilities. The law prohibits covered entities, including the City of Bozeman,
from excluding people from jobs, services, activities or benefits based on disability.
Structures: The city completed a self assessment evaluation of all programs and services for accessibility. These self assessments
were supplemented by an inventory of all city owned facilities pursuant to an Adaptive Environments Center and Barrier Free
Environments checklist, which strictly follows Americans with Disabilities Act Accessibility Guidelines. Remedial actions range from
simply relocating activities to reconstructing certain facilities to assure compliance. The problems are being approached on a priority
basis as follows:
PRIORITY 1: PROVISION OF AN ACCESSIBLE ENTRANCE
PRIORITY 2: PROVISION OF ACCESS TO GOODS AND SERVICES
PRIORITY 3: USABILITY OF REST ROOMS
PRIORITY 4: ADDITIONAL ACCESS PROVISION
Economic Development Revolving Loan Fund: The Economic Development Revolving Loan Fund division accounts for the costs of
administration and use of program income received from the pay back of various Economic Development Community Block Grant
awards.
City Commission Resolution #2852 provides that the program income earned from the various Economic Development Grants the
city has received from the Department of Commerce shall be utilized in compliance with the guidelines established by the resolution,
which includes a loan limit of $100,000. Interest earnings and income generated from future investments will continue to be
reinvested in the fund and those funds will be loaned to local businesses for the purpose of furthering economic development in the
Bozeman Jurisdictional Area.
The functions necessary for this administration include solicitation and review of applications; assisting the Loan Review Committee
in the selection of proposals; preparations of necessary legal documents; and project monitoring. The city has contracted with
Prospera, Inc. to perform these administrative functions and with HRDC to monitor the number and type of jobs created and filled.
Housing Revolving Loan Fund: The revolving loan fund budget unit accounts for the costs of administration and use of program
income received from the 1984 Community Development Block Grant Program.
City Commission Resolution No. 2736 provides that the program income earned from the 1984 CDBG Program shall be utilized to
further the housing efforts initiated by the City Commission. No greater than 18% of the program income earned may be utilized for
administration of the fund. The remaining funds are utilized to assist low and moderate income people, rehabilitate selected
housing projects through the use of low‐interest loans, or in certain cases, grants. The fund is currently administered by HRDC under
contract with the City of Bozeman.
The functions necessary for this administration include recruitment of eligible property owners for participation in the program;
assist the Community Affordable Housing Advisory Board in the selection of proposals; preparation of work write‐ups, bids, and cost
estimates; assistance in selecting contractors; performance of site inspections; completion and filing of appropriate loan papers; and
City of Bozeman, Montana 177 FY12 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:Public Welfare
payment to the contractors.
Major Objectives:
Tax Increment Financing:
To strengthen the economic vitality of Urban Renewal Districts.
To recognize that community partnership is fundamental to district success.
To improve the safety, security and health of the districts.
To improve accessibility.
To facilitate diversity.
To weigh the cost of projects against their benefits.
To make the districts more user friendly.
To continuously improve the image of the districts.
To nurture and expand cultural activities within the districts.
American’s with Disabilities:
To comply with the Americans with Disabilities Act with respect to structures, programs, access to goods and services, and other
provisions of the act.
Economic Development Revolving Loan Fund:
To receive, process, and administer loans in compliance with established guidelines.
To work closely with the Gallatin Development Corporation, Capital Opportunities, and lending institutions to keep businesses
advised of the eligibility requirements and the availability of funds.
To assist the Loan Review Committee in reviewing applications and selecting recipients of loans.
To continually upgrade guidelines as the need occurs.
Housing Revolving Loan Fund:
To recruit eligible property owners for participation in the housing program.
To assist the Community Affordable Housing Advisory Board in the selection of proposals.
To prepare work write‐ups, bids, and cost estimates and work closely with local contractors.
To perform on‐site inspections of work being completed, in conjunction the city building officials.
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 Commission.
Community Development:
Enhance community involvement through the facilitation of neighborhood meetings.
Administer the TEA‐21 program, and provide administrative oversight of the CDBG program.
Support city staff with grant application guidance and assistance as needed.
Promote city economic development and housing activities.
Provide additional citizen board support as needed.
Administer the City’s Work Force Housing Program.
Budget Highlights:
Funding Commitment for Gallatin College Program ‐ $123,093
Grant Match for Mandeville Farm Planning ‐ $12,500
Community Climate Plan Community Engagement Efforts ‐ $6,000
Anti‐Idling Education Campaign ‐ $13,000
LED Street Light Pilot Project ‐ $8,800
City of Bozeman, Montana 178 FY12 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:Public Welfare
Accomplishments:
Assist in bringing 2‐year College programs to Bozeman, through the Gallatin College.
Begin to implement recommendations from the Community Climate Plan.
Continue with Economic Development Plan efforts.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Department Expenditures by Fund
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Number of Tax Increment Districts 4 4 4 4
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$47,562$44,639$169,405 $124,766 279.50%
Operating $655,672 $1,772,900$3,833,075 $2,060,175 116.20%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $425,287 $426,188 $424,878 ($1,310)‐0.31%
$1,128,521 $2,243,727 $4,427,358Totals $2,183,631
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
8210Downtown Improvement District $734,584 $2,120,188$3,972,353 $1,852,165 87.36%
8220Americans with Disabilities $0 $0 $0 $0 0.00%
8230Urban Development & Housing $122,924 $54,400 $84,400 $30,000 55.15%
8240Economic Development$187,456$0$267,782 $267,782 #Div/0!
8250Grants Administration $83,557 $69,139 $102,823 $33,684 48.72%
$1,128,521 $2,243,727Totals $4,427,358 $2,183,631
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$49,937$53,639$370,605 $316,966 590.92%
116Downtown TIF District $522,276$1,426,188$2,499,878 $1,073,690 75.28%
118Community Housing $108,524 $40,000 $0 ($40,000)‐100.00%
City of Bozeman, Montana 179 FY12 Approved Budget
Department:COMMUNITY DEVELOPMENT
Activity:Public Welfare
119Economic Development$0$0$0 $0 0.00%
121Housing Revolving Loans $14,400 $14,400 $84,400 $70,000 486.11%
130Americans with Disabilities Fund $0 $0 $0 $0 0.00%
143North 7th Corridor TIF District $105,926 $505,000 $790,523 $285,523 56.54%
144North East Urban Renewl TIF District $16,641 $75,000 $169,952 $94,952 126.60%
145Mandeville Farm TIF $3,854 $0 $0 $0 0.00%
176Dowtown Business Improvement District $85,887 $114,000 $114,000 $0 0.00%
190Tourism Business Improvement District $0 $0 $398,000 $398,000 #Div/0!
$907,445 $2,228,227Totals $4,427,358 $2,199,131
City of Bozeman, Montana 180 FY12 Approved Budget
Department:NON‐DEPARTMENTAL
Activity:Other
Program Description:
The non‐departmental program accounts for expenditures that are not associated with a specific city department. Examples include
insurance premiums paid by the city, costs of leave pay‐outs for terminating employees, contingency funds, etc.
Major Objectives:
To accurately budget and account for non‐departmental costs.
Budget Highlights:
The budget includes the following general fund items:
• General fund contribution to the band $6,000.
• Contingency appropriation $150,000.
• Transfer to Police & Fire (state contributions to retirement systems) $1,750,000.
The budget includes the following Special Revenue Fund items:
• Transfer from Permissive Medical Levy Fund to the General Fund $2,002,219
• Mill levy for senior transportation $82,400.
The budget includes the following Health Medical Insurance Fund items:
• Appropriation authority of $3,490,000 for health/medical claims and an administrative cost allocation.
Accomplishments:
Closing of pass‐through levy special revenue funds (Liability Insurance, PERS, Police & Fire Pension Funds) in compliance with new
GASB Statement No. 54.
Department Performance Measures:
Department Expenditures by Category
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Health Insurance Plan Options Offered 1 1 5 5
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL02Number of Pension Plans Participated In 3 3 3 3
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$0$0$0 $0 0.00%
Operating $3,717,831 $5,631,646$5,809,291 $177,645 3.15%
Capital $55,198 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $5,888,166 $4,188,285$2,394,219 ($1,794,066)‐42.84%
$9,661,195 $9,819,931 $8,203,510Totals ($1,616,421)
City of Bozeman, Montana 181 FY12 Approved Budget
Department:NON‐DEPARTMENTAL
Activity:Other
Department Expenditures by Division
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
8910Insurance $3,584,039 $3,835,776$3,820,891 ($14,885)‐0.39%
8920City Band $4,500 $6,000 $6,000 $0 0.00%
8940Other/Contingencies $0 $1,709,087$1,900,000 $190,913 11.17%
8960Transfers $5,888,166 $4,188,285$2,394,219 ($1,794,066)‐42.84%
8970Senior Transportation $76,586 $80,783 $82,400 $1,617 2.00%
8980General $107,904 $0 $0 $0 0.00%
$9,661,195 $9,819,931Totals $8,203,510 ($1,616,421)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
010General Fund$2,941,624$2,512,719$2,628,891 $116,172 4.62%
103Permissive Medical Levy Fund $1,616,277$1,962,219$2,002,219 $40,000 2.04%
104Liability Insurance Fund $424,662 $464,696 $0 ($464,696)‐100.00%
105PERS Pension Fund $429,274 $476,713 $0 ($476,713)‐100.00%
106Police Pension Fund $433,236 $492,421 $0 ($492,421)‐100.00%
107Fire Pension Fund $307,863 $340,380 $0 ($340,380)‐100.00%
175Senior Transportation Fund $76,586 $80,783 $82,400 $1,617 2.00%
185Insurance Proceeds$0$0$0 $0 0.00%
720Employee Health Insurance $3,291,038$3,490,000$3,490,000 $0 0.00%
$9,520,560 $9,819,931Totals $8,203,510 ($1,616,421)
City of Bozeman, Montana 182 FY12 Approved Budget
Department:GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE
Activity:Other
Program Description:
The General Obligation Bond division accounts for debt service payments associated with the transportation general obligation
bonds.
The $5 million transportation general obligation bonds were sold on April 4, 1995.
The first series of library general obligation bonds were sold in December 2002. The second library general obligation bonds were
sold in April 2003. Both series were part of the voter‐approved levy that was approved in November 2002.
Major Objectives:
• To accurately account for principal and interest payments on general obligation bonds.
• To maintain adequate fund balance levels in the two debt service funds.
Budget Highlights:
• The transportation bonds will be paid off on July 2014.
• The 1st series library bonds will be paid off on July 2021.
• The 2nd series library bonds will be paid in fill in July 2021.
Accomplishments:
On‐time payment of debt.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Number of GO Bond Issues 3 3 3 3
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$0$0$0 $0 0.00%
Operating $0 $0 $0 $0 0.00%
Capital $0 $0 $0 $0 0.00%
Debt Service $732,320 $738,676 $744,198 $5,522 0.75%
Transfers $0 $0 $0 $0 0.00%
$732,320 $738,676 $744,198Totals $5,522
City of Bozeman, Montana 183 FY12 Approved Budget
Department:GENERAL OBLIGATION (G.O.) BONDS DEBT SERVICE
Activity:Other
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
9310G.O. Bonds $732,320 $738,676 $744,198 $5,522 0.75%
$732,320 $738,676Totals $744,198 $5,522
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
301Library Bonds$315,485$318,566$316,132 ($2,434)‐0.76%
302Transportation Bonds $416,835 $420,110 $428,066 $7,956 1.89%
$732,320 $738,676Totals $744,198 $5,522
City of Bozeman, Montana 184 FY12 Approved Budget
Department:SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
Activity:Other
Program Description:
The SID Revolving Fund was established pursuant to Section 7‐12‐4221 MCA. This law states in part: “The Council or commission of
any city or town which has heretofore created or may hereafter create any special improvement district or districts for any purpose
may in its discretion create, establish, and maintain by ordinance a fund to be known and designated as the special improvement
district revolving fund in order to secure prompt payment of any special improvement district bonds or sidewalk, curb, and alley
approach warrants issued in payment of improvement made therein and the interest thereon as it becomes due.”
Major Objectives:
o To secure prompt payment of any special improvement district bonds or sidewalk, curb, and alley approach warrants issued in
payment of improvements made therein and the interest thereon as it becomes due.
o To meet the requirements of state law.
Budget Highlights:
No Activity in this fund.
Accomplishments:
Minimum Fund requirements are met on an annual basis.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Effectiveness Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
PM01State Minimum Fund Balance Requirement Met 5%YesYesYesYes
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$0$0$0 $0 0.00%
Operating $0 $0 $0 $0 0.00%
Capital $0 $0 $0 $0 0.00%
Debt Service $0 $0 $0 $0 0.00%
Transfers $0 $0 $0 $0 0.00%
$0 $0 $0Totals $0
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
9510SID Bonds Revolving$0$0$0 $0 0.00%
City of Bozeman, Montana 185 FY12 Approved Budget
Department:SPECIAL IMPROVEMENT DISTRICT REVOLVING FUND
Activity:Other
Department Expenditures by Fund
$0 $0Totals $0 $0
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
300SID Revolving Fund$0$0$0 $0 0.00%
$0 $0Totals $0 $0
City of Bozeman, Montana 186 FY12 Approved Budget
Department:SPECIAL DISTRICT DEBT
Activity:Other
Program Description:
The Special Improvement District (SID) & Tax Increment Finance (TIF) bond budget unit is used to account for the payments of
principal and interest on the various special improvement district bonds.
Section 7‐12‐4102 MCA authorizes the city to create special improvement districts and 7‐12‐4206 authorizes the payment to be
made from the fund.
The city issues special improvement district bonds, assesses property taxpayers for the costs, collects the assessments, and in turn
retires the bonds and pays the related interest expense.
Major Objectives:
To accurately account for principal and interest payments on SID & TIF Bonds.
Budget Highlights:
The budget includes appropriation authority necessary for the anticipated repayment of SID & TIF bonds principal and interest.
Accomplishments:
Timely payment of debt requirements.
Department Performance Measures:
Department Expenditures by Category
Department Expenditures by Division
Workload Measures StandardFY09 ActualFY10 ActualFY11 BudgetFY12
Estimate
Source/Notes
WL01Number of Tax Increment District Bond Issues 1 1 1 1
Category FY10 ActualFY11 Budget (as
Amended)
FY12 Final Budget $ Change % Change
Salaries & Benefits$0$0$0 $0 0.00%
Operating $0 $0 $0 $0 0.00%
Capital $0 $0 $0 $0 0.00%
Debt Service $1,085,837 $1,926,188$1,924,878 ($1,310)‐0.07%
Transfers $0 $0 $0 $0 0.00%
$1,085,837 $1,926,188 $1,924,878Totals ($1,310)
City of Bozeman, Montana 187 FY12 Approved Budget
Department:SPECIAL DISTRICT DEBT
Activity:Other
Department Expenditures by Fund
$ Change % ChangeFY10 ActualFY11 Budget (As
Amended)
FY12 Final BudgetDivision
9710SID Bonds$661,249$1,500,000$1,500,000 $0 0.00%
9720TIF Bonds $424,588 $426,188 $424,878 ($1,310)‐0.31%
$1,085,837 $1,926,188Totals $1,924,878 ($1,310)
% Change$ ChangeFY12 Final BudgetFY11 Budget (As
Amended)
FY10 ActualFund
310SID Bond Funds$661,249$1,500,000$1,500,000 $0 0.00%
605Downtown TIF Bonds $424,588 $426,188 $424,878 ($1,310)‐0.31%
$1,085,837 $1,926,188Totals $1,924,878 ($1,310)
City of Bozeman, Montana 188 FY12 Approved Budget
CAPITAL EXPENDITURES SUMMARY
___________________________________________________________________
Miscellaneous Data
RECORDS MANAGEMENT MODULE-LASERFICHE PLUG IN
CIP GF103: CITY-WIDE ADA
CIP GF161: CITY BUILDING FACILITY CONDITION INDEX
FS#1 CONDENSING UNIT AIR CONDITIONER
CIP GF145: PROFESSIONAL BUILDING REROOF
CIP GF128: SENIOR CENTER MECHANICAL IMPROVEMENTS
CIP GF134: SENIOR CENTER FLOORING
CIP GF080: SWITCH AND ROUTER REPLACEMENTS
CIP GF065: AERIAL PHOTOGRAPHY
CIP GF053: REPLACEMENT OF 3 PATROL VEHICLES
TO MINIMIZE HEADSTONE ENGAGEMENT
CIP GF132: COLUMBARIUM
SCATTERING GARDEN
CIP GF115: 1/2TON TRUCK TO REPLACE ASSET 1608
SOFTWARE FOR RESERVATION OF PARKS (SHARE)
GF136 AQUATICS FEASIBILITY STUDY
CIP GF055: BOGERT POOL GUTTER & SHELL
FINAL BUDGET: REMOVED FROM APPROPRIATIONS
INSTEAD, PART OF RESERVED ASSIGNED TO CAPITAL
CIP GF102: LINDLEY CENTER DECK
CHIP SEAL, MILL AND OVERLAY PROJECTS
PEDESTRIAN RAMPS-ADA
THERMOPLASTIC LANE MARKING PROJECTS
CURB,GUTTER AND SIDEWALK REPLACEMENT PROGRAM.
CIP STR25: TWO USED TRAILERS
REPLACE RUSTED SANDER IF IT CAN'T BE REPAIRED
% OF TIRES FOR SOLID WASTE LOADER WE USE
REPLACE DUMPBOX AND HOIST ON ASSET 3313
REPLACE WORN SNOWPLOW MOLDBOARD ON ASSET 1614
CIP STR11: MEDIANS & BOULEVARD MTC
CIP STR20: BIKE PATH IMPROVEMENTS
STRIPING OF BIKE LANES WITH MORE PERMANENT
THERMOPLASTIC INLAY. PURCHASE LIGHTS FOR BIKES
THAT RIDE AT NIGHT. BIKE BOARD MAPS.
SOUTH 8TH AVENUE RECONSTRUCTION
CIP SIF01: R.O.W. ACQUISITION
CIP SIF06: DESIGN (2ND YR) COLLEGE (MAIN TO 19TH)
CIP SIF19: INTERSECTION CONTROL AT 27TH & OAK
FINAL BUDGET: APPROVED PARK IMPROVEMENT GRANTS
CIP W07: WATER TREATMENT PLANT CONSTRUCTION
INCLUDES DESIGN, EQUIPMENT PROCUREMENT, AND
CONSTRUCTION COSTS - ESTIMATE
CIP W16: BACKHOE (COMPACTOR BACKHOE)
CIP PW02: LAUREL GELN SHOP ANNEX - PH1
BRYANT/GOLD, S. BLACK, ETC
CIP WIF09: INTEGRATED WATER RESOURCES PLAN
CIP W07: WATER TREATMENT PLANT
CIP WW02: 1 TON TRUCK WITH HOIST
CIP WW17: TV VAN (REFURBISH EQUIPMENT)
FY12 SOLVENT SITE REMEDIATION
CIP PW02: LAUREL GLEN SHOPS ANNEX - PH1
PROJECTS. ANNUALLY
FY12: N. GRAND, N. BLACK, ETC
CIP WW27: SKID STEER FOR POLYMER TOTES
GRAND TOTAL - CAPITAL EXPENDITURES $21,149,496.00
SLUDGE INJECTIONM&E:MACH+EQUIP/HEAVY TRUK $45,000.00
WASTEWATER OPERATIONSIMP:INFRASTRUCTURE+IMPROV $884,600.00
WASTEWATER OPERATIONSIMP:INFRASTRUCTURE+IMPROV
WASTEWATER OPERATIONSBLD:BUILDINGS+BLDG DESIGN $100,000.00
WASTEWATER OPERATIONSM&E:MACH+EQUIP/HEAVY TRUK $167,000.00
WASTEWATER OPERATIONSLAN:LAND + LAND RIGHTS $737,680.00
WASTEWATER OPERATIONSVEH:AUTOS + LIGHT TRUCKS $45,000.00
WATER TRTMENT PLANT CONSTBLD:BUILDINGS+BLDG DESIGN $5,000,000.00
WATER TRTMENT PLANT CONSTLAN:LAND + LAND RIGHTS $250,000.00
WATER OPERATIONS IMP:INFRASTRUCTURE+IMPROV $922,555.00
WATER OPERATIONS BLD:BUILDINGS+BLDG DESIGN $100,000.00
WATER TRTMENT PLANT CONSTBLD:BUILDINGS+BLDG DESIGN $9,800,854.00
WATER OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $111,362.00
WATER TRTMENT PLANT CONSTBLD:BUILDINGS+BLDG DESIGN
WATER TRTMENT PLANT CONSTBLD:BUILDINGS+BLDG DESIGN
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV $500,000.00
PARK OPERATIONS BLD:BUILDINGS+BLDG DESIGN $50,000.00
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV $100,000.00
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV $250,000.00
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV $25,000.00
STREET CONSTRUCTIONIMP:INFRASTRUCTURE+IMPROV $1,509,600.00
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV $40,000.00
STREET OPERATIONS IMP:INFRASTRUCTURE+IMPROV
STREET OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $7,500.00
STREET OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $10,000.00
STREET OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $15,000.00
STREET OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $10,000.00
STREET OPERATIONS M&E:MACH+EQUIP/HEAVY TRUK $50,000.00
STREET MAINTENANCEIMP:INFRASTRUCTURE+IMPROV $25,000.00
STREET MAINTENANCEIMP:INFRASTRUCTURE+IMPROV $50,000.00
STREET MAINTENANCEIMP:INFRASTRUCTURE+IMPROV $340,000.00
STREET MAINTENANCEIMP:INFRASTRUCTURE+IMPROV $25,000.00
FACILITIES:LDLY,BEAL,STRYM&E:OFFICE EQUIP+FURNITUR $34,000.00
BOGERT POOL BLD:BUILDINGS+BLDG DESIGN ($382,000.00)
BOGERT POOL BLD:BUILDINGS+BLDG DESIGN
RECREATION OPERATIONSBLD:BUILDINGS+BLDG DESIGN $65,000.00
BOGERT POOL BLD:BUILDINGS+BLDG DESIGN $382,000.00
$4,000.00
PARK OPERATIONS VEH:AUTOS + LIGHT TRUCKS $26,000.00
PARK OPERATIONS M&E:COMPUTER SOFTWARE
CEMETERY OPERATIONSBLD:BUILDINGS+BLDG DESIGN $40,000.00
CEMETERY OPERATIONSBLD:BUILDINGS+BLDG DESIGN $10,000.00
CEMETERY OPERATIONSM&E:MACH+EQUIP/HEAVY TRUK $13,000.00
POLICE OPERATIONS VEH:AUTOS + LIGHT TRUCKS $156,000.00
ADMINISTRATION M&E:COMPUTER HARDWARE $25,000.00
G.I.S.M&E:COMPUTER SOFTWARE $65,000.00
SENIOR CENTER BLD:BUILDINGS+BLDG DESIGN $40,000.00
SENIOR CENTER BLD:BUILDINGS+BLDG DESIGN $15,000.00
CITY HALL ANNEX-BFD #1BLD:BUILDINGS+BLDG DESIGN $75,000.00
PROFESSIONAL BUILDINGBLD:BUILDINGS+BLDG DESIGN $44,000.00
CITY HALL - NEW BUILDINGBLD:BUILDINGS+BLDG DESIGN $15,000.00
CITY HALL - NEW BUILDINGBLD:BUILDINGS+BLDG DESIGN $14,000.00
Division Description Object Description FY12 APPROVED
CITY CLERK M&E:COMPUTER SOFTWARE $7,500.00
City of Bozeman, Montana 189 FY12 Approved Budget
WATER & WASTEWATER RATE INCREASES
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Calendar Year Water Rates Wastewater Rates
1989 7.0%12.0%
1990 6.5%10.5%
1991 4.5%9.0%
1993 ‐ 9.5%
1994 5.0%9.5%
1995 ‐ 12.0%
1996 4.0%4.0%
1996 Surcharge ‐ 25.0%
1998 Surcharge ‐ 20.0%
1998 3.0%3.0%
1999 7.0%28.0%
2000 3.0% ‐
2001 7.0%3.0%
2003 6.0% ‐
2005 10.0%15.0%
2006 10.0%10.0%
2007 ‐5.0%
2008 ‐9.0%
2009 3.2%10.2%
2010 3.2%10.2%
2011 APPROVED 4.5%6%
2012 APPROVED 4.5%6%
City of Bozeman, Montana 190 FY12 Approved Budget
US CONSUMER PRICE INDEX
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The City uses the Consumer Price index as a general gauge of price inflation.
Consumer Price Index— All Items, Unadjusted, Urban Consumers (CPIU)
Source: Bureau of Labor Statistics, US Dept of Labor
Year Ending
December,
CPI-U % Change
1999 169.4 2.7%
2000 174.0 3.4%
2001 176.7 1.6%
2002 180.9 2.4%
2003 184.3 1.9%
2004 190.3 3.3%
2005 196.8 3.4%
2006 201.8 2.5%
2007 210.0 4.1%
2008 210.2 0.1%
2009 216.0 2.7%
2010 219.2 1.5%
The City’s Living Wage Ordinance bases increase on the CPI‐U for Western States.
Consumer Price Index, WESTERN STATES— All Items, Unadjusted, Urban Consumers
(CPI-U). Source: Bureau of Labor Statistics, US Dept of Labor
ANNUAL CPI-U Western % Change
1999 168.9 2.7%
2000 174.8 3.5%
2001 181.2 3.7%
2002 184.7 1.9%
2003 188.6 2.1%
2004 193.0 2.3%
2005 198.9 3.1%
2006 205.7 3.4%
2007 212.2 3.2%
2008 219.6 3.5%
2009 218.8 (0.4%)
2010 221.2 1.1%
City of Bozeman, Montana 191 FY12 Approved Budget
TRANSPORTATION G.O. BOND SCHEDULE
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Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
April 15, 2003 $3,480,000
July 1, 2003 $41,235 $41,235 3,480,000
January 1, 2004 49,483 49,483
July 1, 2004 49,483 49,483 3,480,000
January 1, 2005 49,483 49,483
July 1, 2005 $280,000 1.300 49,483 329,483 3,200,000
January 1, 2006 47,663 47,663
July 1, 2006 310,000 1.700 47,663 357,663 2,890,000
January 1, 2007 45,028 45,028
July 1, 2007 315,000 2.100 45,028 360,028 2,575,000
January 1, 2008 41,720 41,720
July 1, 2008 325,000 2.500 41,720 366,720 2,250,000
January 1, 2009 37,658 37,658
July 1, 2009 340,000 2.700 37,658 377,658 1,910,000
January 1, 2010 33,068 33,068
July 1, 2010 350,000 3.150 33,068 383,068 1,560,000
January 1, 2011 27,555 27,555
July 1, 2011 365,000 3.300 27,555 392,555 1,195,000
January 1, 2012 21,533 21,533
July 1, 2012 385,000 3.450 21,533 406,533 810,000
January 1, 2013 14,891 14,891
July 1, 2013 395,000 3.600 14,891 409,891 415,000
January 1, 2014 7,781 7,781
July 1, 2014 415,000 3.750 7,781 422,781 0
TOTALS $3,480,000 $792,955 $4,272,955
City of Bozeman, Montana 192 FY12 Approved Budget
LIBRARY G.O. BOND #1 SCHEDULE
___________________________________________________________________
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
January 1, 2002 $2,315,000
July 1, 2002 $59,130 $59,130 2,315,000
January 1, 2003 50,683 50,683
July 1, 2003 $85,000 3.500 50,683 135,683 2,230,000
January 1, 2004 49,195 49,195
July 1, 2004 90,000 3.500 49,195 139,195 2,140,000
January 1, 2005 47,620 47,620
July 1, 2005 90,000 3.750 47,620 137,620 2,050,000
January 1, 2006 45,933 45,933
July 1, 2006 95,000 4.000 45,933 140,933 1,955,000
January 1, 2007 44,033 44,033
July 1, 2007 95,000 4.000 44,033 139,033 1,860,000
January 1, 2008 42,133 42,133
July 1, 2008 100,000 4.000 42,133 142,133 1,760,000
January 1, 2009 40,133 40,133
July 1, 2009 105,000 4.000 40,133 145,133 1,655,000
January 1, 2010 38,033 38,033
July 1, 2010 110,000 4.000 38,033 148,033 1,545,000
January 1, 2011 35,833 35,833
July 1, 2011 110,000 4.100 35,833 145,833 1,435,000
January 1, 2012 33,578 33,578
July 1, 2012 115,000 4.250 33,578 148,578 1,320,000
January 1, 2013 31,134 31,134
July 1, 2013 120,000 4.300 31,134 151,134 1,200,000
January 1, 2014 28,554 28,554
July 1, 2014 125,000 4.400 28,554 153,554 1,075,000
January 1, 2015 25,804 25,804
July 1, 2015 135,000 4.500 25,804 160,804 940,000
January 1, 2016 22,766 22,766
July 1, 2016 140,000 4.600 22,766 162,766 800,000
January 1, 2017 19,546 19,546
July 1, 2017 145,000 4.750 19,546 164,546 655,000
January 1, 2018 16,103 16,103
July 1, 2018 150,000 4.800 16,103 166,103 505,000
January 1, 2019 12,503 12,503
July 1, 2019 160,000 4.900 12,503 172,503 345,000
January 1, 2020 8,583 8,583
July 1, 2020 170,000 4.950 8,583 178,583 175,000
January 1, 2021 4,375 4,375
July 1, 2021 175,000 5.000 4,375 179,375 0
TOTALS $2,315,000 $1,252,202 $3,567,202
City of Bozeman, Montana 193 FY12 Approved Budget
LIBRARY G.O. BOND #2 SCHEDULE
___________________________________________________________________
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
April 15,2003 $1,685,000
July 1, 2003 $24,159 $24,159 1,685,000
January 1, 2004 28,991 28,991
July 1, 2004 $65,000 1.250 28,991 93,991 1,620,000
January 1, 2005 28,585 28,585
July 1, 2005 70,000 1.300 28,585 98,585 1,550,000
January 1, 2006 28,130 28,130
July 1, 2006 70,000 1.700 28,130 98,130 1,480,000
January 1, 2007 27,535 27,535
July 1, 2007 75,000 2.100 27,535 102,535 1,405,000
January 1, 2008 26,748 26,748
July 1, 2008 75,000 2.500 26,748 101,748 1,330,000
January 1, 2009 25,810 25,810
July 1, 2009 80,000 2.750 25,810 105,810 1,250,000
January 1, 2010 24,710 24,710
July 1, 2010 80,000 3.150 24,710 104,710 1,170,000
January 1, 2011 23,450 23,450
July 1, 2011 90,000 3.250 23,450 113,450 1,080,000
January 1, 2012 21,988 21,988
July 1, 2012 90,000 3.500 21,988 111,988 990,000
January 1, 2013 20,413 20,413
July 1, 2013 95,000 3.650 20,413 115,413 895,000
January 1, 2014 18,679 18,679
July 1, 2014 100,000 3.750 18,679 118,679 795,000
January 1, 2015 16,804 16,804
July 1, 2015 95,000 4.000 16,804 111,804 700,000
January 1, 2016 14,904 14,904
July 1, 2016 105,000 4.000 14,904 119,904 595,000
January 1, 2017 12,804 12,804
July 1, 2017 110,000 4.200 12,804 122,804 485,000
January 1, 2018 10,494 10,494
July 1, 2018 115,000 4.250 10,494 125,494 370,000
January 1, 2019 8,050 8,050
July 1, 2019 120,000 4.300 8,050 128,050 250,000
January 1, 2020 5,470 5,470
July 1, 2020 120,000 4.350 5,470 125,470 130,000
January 1, 2021 2,860 2,860
July 1, 2021 130,000 4.400 2,860 132,860 0
TOTALS $1,685,000 $717,004 $2,402,004
City of Bozeman, Montana 194 FY12 Approved Budget
GLOSSARY OF KEY TERMS
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ACCRUAL BASIS A basis of accounting in which transactions are recognized at the
time they are incurred, as opposed to when cash is received or
spent.
AMERICAN RECOVERY Federal legislation signed in early 2009. Commonly referred to as
& REINVESTMENT ACT the “Stimulus Bill” or “stimulus.”
(ARRA)
APPROPRIATION Legal authorization granted by City Commission to make expenditures and incur
obligations.
ARRA See “American Recovery & Reinvestment Act”
ASSESSED VALUATION A value that is established for real and personal property for use as a basis for
levying property taxes. (For the City of Bozeman, Property values are
established by the Montana Department of Revenue.)
ASSET Resources owned or held by a government which have monetary value.
AVAILABLE Refers to the funds remaining from the prior years which are available for
(UNDESIGNATED) appropriation and expenditure in the current year
FUND BALANCE .
BOND A written promise to pay a sum of money on a specific date at a specified
interest rate. The most common types of bonds are general obligation,
revenue, and special assessment district bonds. These are most frequently used
for construction of large capital projects such as buildings, streets, and water
and waste water lines.
BOND RATING An evaluation of a bond issuer’s credit quality and perceived ability
to pay the principal and interest on time and in full.
BOND REFINANCING The payoff and re‐issuance of bonds, to obtain better interest rates
and/or bond conditions.
BUDGET Plan of financial operation, embodying an estimate of proposed expenditures
for a given period (City of Bozeman’s budget is for a fiscal year July 1—June 30)
and the proposed means of financing them. Upon approval by Commission, the
appropriation ordinance is the legal basis for incurring expenditures.
BUDGET AMENDMENT A procedure to revise the appropriation ordinance through action by the City
Commission.
BUDGET CALENDAR The schedule of key dates or milestones which the City follows in the
preparation, adoption, and administration of the budget.
City of Bozeman, Montana 195 FY12 Approved Budget
BUDGET MESSAGE The opening section of the budget which provides the City Commission and the
public with a general summary of the most important aspects of the budget,
changes from the current and previous fiscal years, and recommendations
regarding the financial policy for the upcoming period.
BUDGETARY BASIS This refers to the form of accounting utilized throughout the budget process.
These generally take on of three forms: GAAP, Cash, and Modified Accrual.
BUDGETARY CONTROL The control or management of a government or enterprise in accordance with
an approved budget for the purpose of keeping expenditures within the
limitations of available appropriations and available revenues.
CAPITAL BUDGET The Capital Budget comprises the capital improvements that are funded in the
current budget year.
CAPITAL The item has a unit cost over $5,000, benefits future periods, has a normal
EXPENDITURE useful life of 1 year or more, has an identity that does not change with use (i.e.,
retains its identity throughout its useful life), and s identifiable and can be
separately accounted for. Improvements to existing assets must add life and
value to be included as a capital item.
CAPITAL Expenditures related to the acquisition, expansion, or rehabilitation of an
IMPROVEMENTS element of the government’s physical plant; sometimes referred to as `
infrastructure.
CAPITAL IMPROVEMENTS
PROGRAM (CIP) A plan for capital expenditures needed to maintain, replace, and expand the
City’s heavy equipment and public infrastructure (for example streets, parks,
buildings, etc.) The CIP projects these capital equipment and infrastructure
needs for a set number of years (5 years for City of Bozeman’s Program) and is
updated annually to reflect the latest priorities, cost estimates and changing
financial estimates or strategies. The first year of the adopted CIP becomes the
basis of the City’s capital budget.
CAPITAL OUTLAY Items that cost more than $5,000 and have a useful life of one year or more.
CAPITAL PROJECT New facility, technology system, land or equipment acquisition, or
improvements to existing facilities beyond routine maintenance. Capital
projects are included in the CIP and become fixed assets.
CASH BASIS A basis of accounting in which transactions are recognized only when cash is
increased or decreased.
CDBG Community Development Block Grant.
CIP See Capital Improvement Program.
City of Bozeman, Montana 196 FY12 Approved Budget
CONTINGENCY A budgetary reserve set aside for emergencies or unforeseen expenditures not
otherwise budgeted.
CONTRACTED SERVICES Expenditures for services performed by firms, individuals, not other city
departments.
DEBT LIMIT The maximum amount of gross or net debt which is legally permitted.
DEBT RATIO Ratios which provide a method of assessing debt load and the ability to repay
debt which plays a part in the determination of credit ratings. They are also
used to evaluate the City’s debt position over time and against its own
standards and policies.
DEBT SERVICE Payment of principal and interest related to long term loans or bonds.
DEBT SERVICE FUND A fund established to account for the accumulation of resources for, and the
payment of, general long‐term debt principal and interest.
DEBT SERVICE FUND
REQUIREMENT The amounts of revenue which must be provided for a Debt Service Fund so that
all principal and interest payments can be made in full on schedule.
DEFICIT The excess of an entity’s liabilities over its assets or the excess of expenditures
over revenues during a single accounting period.
DEPARTMENT A major administrative division of the City which indicates overall management
responsibility for an operation or a group of related operations within a
functional area.
DEPRECIATION Expiration in the service life of fixed assets, attributable to wear and tear,
deterioration, action of physical elements, inadequacy, and obsolescence.
DESTINGUISHED BUDGET
PRESENTATION AWARDS
PROGRAM A voluntary awards program administered by the Government Finance Officers
Association to encourage governments to prepare effective budget documents.
DIVISION A group of homogenous cost centers within a department.
ENTERPRISE FUND A fund established to account for operations that are financed and operated in a
manner similar to private business enterprises ‐ where the intent of the
governing body is that the costs (expenses, including depreciation) of providing
goods or services to the general public on a continuing basis be financed or
recovered primarily through user charges.
ESTIMATE The most recent prediction of current year revenue and expenditures.
Estimates are based upon many months of actual expenditure and revenue
City of Bozeman, Montana 197 FY12 Approved Budget
information and are prepared to consider the impact of unanticipated costs or
other economic changes.
ESTIMATED REVENUE The amount of projected revenue to be collected during the fiscal year.
EXPENDITURES Decreases in net financial resources.
FISCAL YEAR The time period signifying the beginning and ending period for recording
financial transactions. The city's fiscal year begins on July 1 and ends on June 30
of each year.
FIXED ASSETS Assets of long‐term character which are intended to continue to be
held or used, such as land, buildings, machinery, furniture and
other equipment.
FTE See Full Time Equivalent.
FULL FAITH AND CREDIT A pledge of a government’s taxing power to repay debt obligations.
FULL TIME EQUIVALENT Also referred to as FTE. The yearly personnel hours worked by a position
divided by the total available work hours for a full year (2080).
FUND An accounting entity with a self‐balancing set of accounts which are segregated
for the purpose of carrying on specific activities or attaining certain objectives in
accordance with special regulations, restrictions or limitations.
FUND BALANCE The excess of assets over liabilties. The beginning fund balance is the residual
funds brought forward from the previous fiscal year.
Nonspendable fund balance ‐‐ Amounts that are not in a spendable form (such
as inventory) or are required to be maintained intact (such as the corpus of an
endowment fund).
Restricted fund balance ‐‐ Amounts constrained to specific purposes by their
providers (such as grantors, bondholders, and higher levels of government)
through constitutional provisions or by enabling legislation.
Committed fund balance ‐‐ Amounts constrained to specific purposes by a
government itself using its highest level of decision‐making authority; to be
reported as committed, amounts cannot be used for any other purpose unless
the government takes the same highest‐level action to remove or change the
constraint.
Assigned fund balance ‐‐ Amounts a government intends to use for a specific
purpose; intent can be expressed by the governing body or by an official or body
City of Bozeman, Montana 198 FY12 Approved Budget
to which the governing body delegates the authority.
Unassigned fund balance ‐‐ Amounts that are available for any purpose; these
amounts are reported only in the General Fund.
GAAP See Generally Accepted Accounting Principles.
GENERAL FUND The fund used to account for all of the City’s financial resources except those
required to be accounted for in another fund.
GENERAL OBLIGATION
BONDS (G.O. Bonds) Bonds for the payment of which the full faith and credit of the issuing
government are pledged. These bonds usually require voter approval and
finance a variety of public projects such as roads, buildings, parks and
improvements.
GOAL A statement of broad direction, purpose or intent based on the needs of the
community.
G.O. BONDS See General Obligation Bonds.
GRANT A contribution by one government unit or funding source to another. The
contribution is usually made to aid in the support of a specified function (e.g.
public safety or drug enforcement,) but is sometimes for general purposes.
IMPROVEMENT Special assessment districts formed by property owners who desire and are
DISTRICT willing to pay for mutually enjoyed improvements such as lighting or street
maintenance.
INFRASTRUCTURE Facilities that support the daily life and growth of the city, for example, streets,
public buildings, wastewater treatment, parks.
INTERGOVERNMENT
REVENUE Funds received from federal, state, and other local government sources in the
form of grants, shared revenues, and payments in lieu of taxes.
INTERNAL SERVICE
FUND A fund used to account for the financing of goods or services provided by one
department or agency to other departments on a cost‐reimbursement basis.
LEASE‐PURCHASE
AGREEMENT Contractual agreements which are termed "leases", but which in substance
amount to purchase contracts for equipment and machinery.
City of Bozeman, Montana 199 FY12 Approved Budget
LEVY (Verb) To impose taxes, special assessments, or service charges for the support
of governmental activities. (Noun) The total amount of taxes, special
assessments, or service charges imposed by a government.
LINE‐ITEM BUDGET A budget that lists each expenditure category (salary, materials, telephone
service, travel, etc.) separately, along with the dollar amount budgeted for each
specific category.
LONG‐TERM DEBT Debt with a maturity of more than one year after the date of issuance.
MANDATE Legislation passed by the state or federal government requiring action or
provision of services and/or programs by the City. Examples include the
Americans with Disabilities Act, which requires such actions as physical facility
improvements and provision of specialized equipment for public recreation and
transportation.
MILL LEVY Rate applied to Assessed Valuation to determine property taxes. A mill is
1/10th of a penny, or $1.00 of tax for each $1,000 of assessed valuation.
OBJECT As used in expenditure classification, this term applies to the article purchased
or the service obtained (as distinguished from the results obtained from
expenditures). Examples are personnel services, contracted services, and
supplies and materials.
OBJECTIVE A desired outcome‐oriented accomplishment that can be measured and
achieved within a given time frame, and advances the activity or organization
toward a corresponding goal.
OPERATING BUDGET The portion of the budget that pertains to daily operations that provide basic
governmental services. The operating budget contains appropriations for such
expenditures as personnel, supplies, utilities, materials, and services.
ORDINANCE A formal legislative enactment by the City Commission. If it is not in conflict
with any higher form of law, such as state statute or constitutional provision, it
has the full force and effect of law within the boundaries of the City.
OUTSTANDING BONDS Bonds not yet retired through principal payment.
OVERLAPPING DEBT The City’s proportionate share of the debt of other local governmental units
which either overlap it or underlie it. The debt is generally apportioned based
on relative assessed value.
PAYMENT IN LIEU
OF TAXES Also referred to as PILT. Payments made in lieu of taxes from another
government or entity.
City of Bozeman, Montana 200 FY12 Approved Budget
PERFORMANCE
BUDGET A budget that focuses on departmental goals and objectives rather than
line items, programs, or funds. Workload and unit cost data are collected in
order to assess effectiveness and efficiency of services.
PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and wages paid for
services performed by City employees, as well as the fringe benefit costs.
PROPERTY TAX A levy upon each $100 of assessed valuation of real and personal property
within the City of Bozeman.
RESOLUTION A special or temporary order of a legislative body (City Commission) requiring
less legal formality than an ordinance or statute.
RESOURCES Total amounts available for appropriation including estimated revenues, fund
transfers, and beginning fund balances.
REVENUE Funds that the government receives as income. It includes items such as tax
payments, fees for specific services, receipts from other governments, fines,
forfeitures, grants, shared revenues and interest income.
REVENUE BONDS Bonds sold for constructing a project that will produce revenue for the
government. That revenue is pledged to pay the principal and interest of the
bond.
RISK MANAGEMENT An organized attempt to protect a government’s assets against accidental loss in
the most economical method.
SPECIAL IMPROVEMENT
DISTRICT (SID) An area defined and designated for improvements, often financed with bond
proceeds, that specifically benefit the property owners within the area of the
district. Debt is repaid through annual assessments to property owners.
SPECIAL REVENUE
FUND A fund used to account for the proceeds of specific revenue sources (other than
special assessments, expendable trusts, or of major capital projects) that are
legally restricted to expenditure for specified purposes.
STATE SHARED
REVENUE Revenues levied and collected by the state but shared with local governments
as determined by state government. Entitlement funds received by the City
form the state of Montana is the largest State Shared Revenue.
TAXES Compulsory charges levied by a government for the purpose of financing
services performed for the common benefit. This term does not refer to specific
charges made against particular property for current or permanent benefits,
such as special assessments.
City of Bozeman, Montana 201 FY12 Approved Budget
TIF Tax Increment Financing; A method of using incremental increases in property
tax values to fund the improvements or efforts of a designated area.
TRANSFERS IN/OUT Amounts transferred from one fund to another to assist in financing
the services fro the recipient fund.
UNRESERVED FUND
BALANCE The portion of a fund’s balance that is not restricted for a specific
purpose and is available for general appropriation.
USER CHARGES OR
FEES The payment of a fee for direct receipt of a public service by the party
benefiting from the service.
WORKLOAD
INDICATOR A unit of work to be done (e.g. number of permit applications received for the
number of burglaries to be investigated.)
WRF Water Reclamation Facility; commonly referred to in the past as a Wastewater
Treatment Plant.
City of Bozeman, Montana 202 FY12 Approved Budget