HomeMy WebLinkAboutFiscal Year 2011 Approved Budget, City of BozemanFiscal Year 2010-2011 Approved Budget
City of
Bozeman, Montana
Approved Budget FY11 2 City of Bozeman, Montana
Approved Budget FY11 3 City of Bozeman, Montana
CITY OF BOZEMAN, MONTANA
FISCAL YEAR 2010-2011
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
Approved Budget FY11 4 City of Bozeman, Montana
PUBLIC REVIEW & PARTICIPATION
_______________________________________________________________________________________________
The City encourages open and transparent government—and offers multiple ways to ac-
cess this document in an effort to better inform City residents and property owners.
This document is available on the City of Bozeman’s website at www.bozeman.net,
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, 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 for these meetings are 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.
Approved Budget FY11 5 City of Bozeman, Montana
DISTINGUISHED BUDGET PRESENTATION AWARD FOR FY2009-2010
______________________________________________________________________
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, 2009. The City has received this
award for each budget it has prepared in the past 19 years.
In order to receive this award, a governmental unit must publish a budget document that
meets program criteria as a policy document, as an operations guide, as a financial
plan and as a communications device.
This award is valid for a period of one year only. We believe our current budget contin-
ues to conform to program requirements, and we are submitting it to GFOA to determine
its eligibility for another award.
Approved Budget FY11 6 City of Bozeman, Montana
Table of Contents
Introduction Page 3
Transmittal Letter: Budget Message 9
Community, Demographic and Statistical Information 18
Core Values 22
Vision Statement, Mission Statement 23
Adopted Work Plan 24
Planning Processes 29
Financial Policies 30
Financial Structure 36
Budget Process 41
Organizational Chart 46
Summaries
Financial Summaries 48
Mill Levies & Mill Values 51
Appropriations by Type and Appropriations by Fund 52
Revenues by Source 54
Legal Debt Limit and Bond Rating 55
Staffing Summary 56
Revenues, Expenditures, and Fund Balances
Revenue Details, Trends & Analysis 58
Expenditure Details, Trends & Analysis 64
Fund Balance & Working Capital Analysis 69
Revenue & Expenditure Details by Fund—Table 72
General Government 88
City Commission 89
City Manager 93
Municipal Court 99
City Attorney 104
Finance 109
Planning 115
Facilities Management 120
Information Technology 123
Public Safety 127
Police 129
Fire 135
Building Inspection 141
Parking 147
Approved Budget FY11 7 City of Bozeman, Montana
Table of Contents (cont’d)
Public Services 151
Public Services Administration 153
Streets 159
Water Plant 165
Water Operations 171
Wastewater Operations 176
Wastewater Plant 181
Solid Waste Collection 186
Solid Waste Recycling 190
Vehicle Maintenance 193
Public Welfare 197
Cemetery 199
Parks 203
Forestry 206
Library 212
Recreation 218
Community Development 224
Other 229
Non-Departmental 231
General Obligation (GO) Bonds 234
SID Revolving Fund 236
SID & TIF Bonds 238
Appendices 241
Capital Expenditures Summary 243
Water & Wastewater Rate Increases 244
US Consumer Price Index 245
Transportation GO Bond Debt Schedule 246
Library GO Bond #1 Debt Service Schedule 247
Library GO Bond #2 Debt Service Schedule 248
Lyman Creek #2 Revenue Bond Schedule 249
Downtown Tax Increment Bond Schedule 250
Glossary of Key Terms 251
Approved Budget FY11 8 City of Bozeman, Montana
Approved Budget FY11 9 City of Bozeman, Montana
CITY MANAGER’S BUDGET MESSAGE
___________________________________________________________
September 13, 2010
Bozeman City Commission:
I am pleased to present the City’s Approved Budget for Fiscal Year 2010-2011 (FY11). As
our community and citizens have been weathering the effects of this prolonged recession,
this organization has been working hard to develop responsible spending plans and crea-
tive ways to conserve resources and deliver quality services to Bozeman’s residents and
visitors.
This fiscal year marks the third year of our belt-tightening efforts; what started in March
and April of 2008 (FY09 budget development) is now carrying into the FY11 budget. We
continue to seek opportunities to invest in projects that improve efficiency in our opera-
tions, and continue to make the difficult funding and staffing choices that these times re-
quire of all local governments.
State & Federal Stimulus Funding: With the passage of the American Recovery & Rein-
vestment Act of 2009 (ARRA) and the State’s House Bill (HB) 645—Montana Reinvest-
ment Act, we aggressively sought stimulus dollars for local needs. Since February 2009,
we applied for $8.5 Million and were award $2.2 Million. We are now in the process of
bringing these important projects to reality—and complying with all of the federal and
Entity
Description/Source
Eligible Use/Identified Use
Amount
STATE Department of Commerce HB645 Vehicle Maintenance Shop $ 277,000.00
- Local Gov Infrastructure Grants A.D.A. Pedestrian Ramps $ 90,000.00
Bogert Park Tennis & Basketball Courts $ 90,000.00
Bogert Park Sidewalk Replacement $ 35,000.00
Depot Park - Phase 2 Improvements $ 18,600.00
North 7th TIF Sidewalk Improvements $ 110,400.00
STATE Department of Environmental Quality - SRF
Program
Water Reclamation Facility - Admin Lab
Building
$ 800,000.00
STATE Department of Commerce - Treasure State
Endowment Program (TSEP)
Water Reclamation Facility - Digester
Complex
$ 500,000.00
FED Department Of Justice - Edward Byrne Me-
morial Justice Assistance Grant
Electronic Police Ticketing $ 67,500.00
FED Department of Energy- Energy Efficiency
Conservation Block Grants
City Lighting & Furnace Improvements/
Bus Shelters/Emissions Monitoring
$ 175,500.00
STATE Department of Commerce - HB645 Historic
Preservation Grant
Story Mansion Insulation $ 24,334.00
STATE Department of Environmental Quality -
Recycling Promotion Grant
Recycling Bins for Public Schools & School
Outreach
$ 14,117.00
Total Awarded: $ 2,202,451.00
Approved Budget FY11 10 City of Bozeman, Montana
state rules regarding the various grant programs.
Changes during the past 12 months:
Building Activity: Local building activity has many impacts on the operations and fi-
nances of the City; from the workload and revenues in the Planning and Building Inspec-
tion 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 effecting 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, Planning and Building activities continued to decline below their FY09 lev-
els; however, we continued to see moderate building activity in our City. Our FY11 esti-
mates 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 De-
partments on a monthly basis, and report to the Commission on a quarterly basis.
Property Tax Revenues from New Construction: During FY10, local taxable con-
struction continued to decline. The City’s certified taxable value for the year shows that
our local tax base grew 3.2% over the past year. This is the lowest growth number we
have seen since 2001. It is markedly below the average of 7.75% we had seen each year
over the past 4 years.
Bond Rating Upgrade: In April 2010, Standard and Poor’s reviewed their 2007 Rating
of the City’s Downtown Tax Increment Bonds. Their rating at the time of bond issuance
was BBB. They have upgraded their rating to BBB+, citing an outlook that “the district
will maintain good coverage levels at a minimum through continued growth in its tax
base.” This is a positive indicator for our prominent, historic downtown area.
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 pur-
chase 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 $50,000 for FY11 and are included in the Attorney’s Budget.
Sewer Plant Construction: Fiscal Year 2011 will see the final full-year of construction
on this critical, $54 Million project. We plan to issue the final $9.5M of debt related to the
project in the coming fiscal year. Substantial completion of the project is estimated to oc-
cur in October 2011.
Water Plant Design: The slowdown in community growth gave us a bit of headway in
our existing water capacity. As a result, we re-analyzed water rates and recommended a 5
-year plan of 3.2% rate increases each year, with construction on the new plant to begin in
Approved Budget FY11 11 City of Bozeman, Montana
April 2011. This budget includes $5.7 Million in construction spending on the project. We
anticipate having our full loan commitments in place for the project by December 2010.
Staffing Levels and Changes
Reductions: During FY09 and in the course of developing, adopting, and implementing
the FY10 budget, we made decisions to reduce staffing levels through attrition, reduced
hours, or lay-offs. The table below shows FY09 & FY10 position reductions that have been
made in order to balance staffing levels with workloads, and conserve resources where pos-
sible.
For FY11: In November 2007, local voters approved increasing our tax levy to add staff to
both the Police and Fire Departments. FY11 marks the final year of adding Police Offi-
cers funded by the Levy.
The Levy also approved funding three Battalion Chief positions within the Fire Depart-
ment, as a result of adding a third Fire Station to the City. After careful consideration
and operation of the three stations for nearly a year, we have decided to not hire the Bat-
Position Reductions—Economic Downturn Number of Full-Time Equivalent Positions
Building Inspection 6.0 FTE
Finance Office 1.00 FTE
Fire Department 0.5 FTE
Information Technology 0.12 FTE
Library 0.5 FTE
Planning Department 3.85 FTE
11.97 Full-Time Equivalent Positions
Positions—FY11 Final Budget Number of Full-Time Equivalent Positions
Police Officers—Levy Approved 4.0 FTE
Fire Department—Battalion Chiefs (3.0 FTE)
City Manager’s Office—Executive Assistant (1.0 FTE)
Finance Department—SID Clerk (0.25 FTE)
Library—Library Assistant 0.5 FTE
Legal Department—Administrative Assistant 0.5 FTE
Municipal Court—Court Clerk 1.0 FTE
Vehicle Maintenance Shop—Mechanic 1.0 FTE
2.75 Full-Time Equivalent Positions—Net Increase
Approved Budget FY11 12 City of Bozeman, Montana
talion Chief positions in the coming year. We will analyze the need for these positions go-
ing forward but will not be levying taxpayers to fund the positions in FY11. See page 56
for the full listing of positions included in the FY09, FY10 & FY11 budgets.
General Fund Unreserved Fund Balance: The City’s Charter requires we establish a
minimum level of General Fund Unreserved Fund Balance, in accordance with the Gov-
ernment Finance Officer’s Association (GFOA) Best Practices. The GFOA significantly
changed their Best Practice Recommendation in October 2009. As a result, the Commis-
sion increased the required minimum from 12% to 16 2/3%. This budget will result in an
ending Unreserved Fund Balance of $4.0, or 18.6% of budgeted General Fund revenues.
Work Plan
On February 20, 2010, the Commission adopted a work plan of new initiatives and ongo-
ing priorities for 2010 and 2011, in an effort to assist staff in allocating resources and
time. They established New Policy Initiative and Ongoing Priorities. During this coming
budget year, a number of those items will be addressed. See page 24-28 for the full plan.
Work Plan—New Policy Initiatives Budgetary Response
Enhance Downtown Development Opportunities
Utilize the federal HUD grant for the blast site. Pass-through grant. No city match required.
Conduct a full cost & benefit study for the one-
way conversion to 2-way streets as recom-
mended by the Downtown Plan.
Grant request submitted by City Grants Specialist.
Downtown increment district work-plan dedicates
matching funds to help with study costs.
Economic Development
Hire the Economic Development Ombudsman. Funded and Hired. City Manager’s Budget.
Work as a catalyst to bring the Chamber, Pros-
pera, MSU and the City together.
Funded as duties of the Economic Development
Ombudsman.
Increase salability of lots, final plat extensions,
infrastructure guarantees.
None at this time.
Support the Economic Development Council. Budget for miscellaneous expenses of the Council.
Partner with MSU and all community stake-
holders to develop a two-year college.
None at this time.
Develop a plan to address deferred infrastructure maintenance.
Water Distribution System Water Pipe improvements of $1.1M funded.
Sewer Collection System No Collection projects funded this year.
Street System Gas Tax dollars allocated.
Sidewalks 2% increase in Street Assessments for Curb
Replacements.
Facilities- Implement recommendations con-
tained within Facility Condition Index Plans.
A number of recommendations are funded in the
Facilities Maintenance budget.
Police Station & Courts - Develop a plan to
replace our municipal courts and police station
Funding for joint City-County study included in the City
Manager’s budget.
Approved Budget FY11 13 City of Bozeman, Montana
Additional Debt: This budget anticipates final borrowing of $9.5M for the Water Reclama-
tion Facility construction from the State’s Revolving Loan Fund. These revenue bonds
are required to be paid from sewer-system rate-payers and do not impact the City’s Gen-
eral Obligation debt limits.
While the new Water Treatment Plant will require substantial borrowing through comple-
tion, we don’t anticipate needing to borrow funds in FY11. We will secure loan commit-
ments in FY11 and begin borrowing in FY12. This borrowing will be secured by water-
system rate-payers.
Mill Levy Comparisons
With the implementation of our Public Safety related levies, our mill levy has drifted
higher, to number four of ten, for comparable communities in our state. The table below
shows the city tax levy for a number of communities in Montana.
West Yellowstone and Whitefish both utilize Local Option Resort Taxes as an alternative/
supplement to property taxes, which the City of Bozeman is currently prohibited from by
state law.
Residential City Property Taxes for FY09, FY10 and FY11
For four of the past five years, the City’s property tax levy has moved downward. The
City’s total tax levy was decreased by 3 mills in FY06, as a planned savings of taxing au-
thority. In FY07, the Fire Equipment levy expired, and a net 4.48 mill decrease was
Project FY11 Amount Debt Type
Water Reclamation Facility $9.5 Million, 20 year term,
Final Draws.
Wastewater Revenue Bond,
State Revolving Loan Fund
City 2008 Census Estimates FY2004 Mills FY2009 Mills Levy
Rank
Missoula 68,202 176.32 222.45 1
Havre 9,575 178.74 219.85 2
Livingston 7,500 163.20 198.12 3
Bozeman 39,442 163.31 171.16 4
Kalispell 21,182 149.74 170.23 5
Billings 103,994 110.23 163.76 6
Great Falls 59,251 124.33 162.76 7
Belgrade 8,145 99.34 149.78 8
Helena 29,351 114.71 149.29 9
Whitefish* 8,281 87.14 112.22 10
West Yellowstone* 1,511 43 79.19 11
Approved Budget FY11 14 City of Bozeman, Montana
achieved. In FY08, 9 mills came off the city’s general tax levy as a result of the 911 Dis-
patch vote.
In November 2007, the voters of the City approved increases in the City’s general taxing
authority for the following items:
For FY09, the total approved levy increase was 20 mills. 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 posi-
tions, 911 related mills, and an additional $578,990 (7.16 mills.) This results in a tax
levy of 168.75 mills, over 29 mills ($2.3 Million) lower than our statutory limit. Full de-
tails on the estimated levy can be found in Mill Levies and Mill Value, page 51 of this
document.
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 has not
changed significantly on the tax roll due to our reappraisal cycle.
Assessed Market
Value
FY09
Taxable
Value
FY09 City Tax
(Levy = 171.16)
FY10
Taxable
Value
FY10 City Tax
(Levy = 170.19)
ADOPTED
FY11 City Tax
(Levy = 168.75)
FY11
Taxable
Value
Median Home ~
$94,000
$2,838 $485 $2,754 $469 $447 $2,651
$150,000 $4,710 $808 $4,395 $748 $714 $4,230
$200,000 $6,280 $1,077 $5,860 $997 $952 $5,640
Purpose FY09 FY10 FY11 & Beyond
Police Department: Staffing Increase 4 Mills Total 9 Mills Total 14 Mills, No sunset
Fire Department: Staffing Increase 12 Mills, each year
No Sunset
12 Mills, each year
No Sunset
12 Mills, each year
No Sunset
Fire Department: Equipment and
Capital Replacement Reserve
4 Mills, each year
No sunset
4 Mills, each year
No sunset
4 Mills, each year
No sunset
Approved Budget FY11 15 City of Bozeman, Montana
General Taxes Cost per Mill
For FY10, the value of one mill increased 5.5% to $78,290. Taxable values for the city
have had an average annual increase of 8.1% for the past 5 years. With slowing construc-
tion activity, the increase for FY11 was 3.2%, with a certified mill value of $80,783.
City residents living in the median residential home will pay approx $2.65 for each mill
the city levies. In FY11, that will total $447 in annual property taxes on the median
home.
City-wide Street and Tree 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. The approved budget is based on a 5% increase in the Street assess-
ment, resulting in an annual assessment of $88.70 for the average sized lot. A portion of
this increase (2%) is to be set aside to fund a Curb Replacement Program. The budget
also increases the Tree assessment by 4%, resulting in an annual assessment of $16.86 for
the average sized city lot. Combined, the annual increase over the previous year is $4.86
for owners of an averaged sized lot in the city.
Water & Sewer Rates
City property owners are by-and-large required to utilize the city’s water and sewer treat-
ment systems. The adopted facility plans outline large capital projects will need to be
funded in the coming years.
The Commission adopted two-year rate resolutions in August of 2009. They include a
3.2% increase in water rates each year, and a 10.2% increase in sewer rates each
year. For FY11, a residential customer utilizing 8 HCF (hundred cubic feet) of water each
month will see a combined monthly increase for these services of $3.27/month, or $42.84
per year. A residential customer utilizing 10 HCF of water each month, will see a com-
bined monthly increase for these services of $4.77/month, or $57.24 per year. Because of
Lot Size FY09 Approved
7% Streets & 0% Trees
FY10 Approved
2% Streets & 0% Trees
FY11 Approved
5% Streets & 4% Trees
Small= 5,000 sq ft. Streets—$55.21
Trees—$10.81
Streets—$56.31
Trees—$10.81
Streets—$59.12
Trees—$11.24
Average = 7,500 sq ft. Streets—$82.83
Trees—$16.22
Streets—$84.48
Trees—$16.22
Streets—$88.70
Trees—$16.86
Large = 10,000 sq ft. Streets—$110.43
Trees—$21.63
Streets—$112.64
Trees—$21.63
Streets—$118.27
Trees—$22.50
Average Residential
Customer
3/4” meter, 10HCF/Month
FY09 Monthly Bill
9% Increase Sewer
FY10 Monthly Bill
3.2% Increase Water
10.2% Increase Sewer
FY11 Monthly Bill
3.2% Increase Water
10.2% Increase Sewer
Water $34.50 per month $35.64 per month $36.78 per month
Sewer $32.28 per month $35.57 per month $39.20 per month
Total $66.78 per month $71.21 per month $75.98 per month
Approved Budget FY11 16 City of Bozeman, Montana
our inclined-block rate schedules for water services, the increase that residents experience
will relate to their individual patterns of water usage (peaks, etc.)
Capital Improvements and their Impact on our Operating Budget
The City annually prepares a 5 Year Capital Improvement plan. 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 $31 Million. These pur-
chases will have varying effects on our operations this year and into the future. See page
243 for a listing of approved capital improvements.
The largest expenditure is $21 Million for continued construction of the Water Recla-
mation Facility (WRF.) The Administrative and Lab building was built with Energy
Star components to reduce electricity demand, and we continue to request grant fund-
ing for the Methane Co-Generation features of the facility. Methane Co-Generation
would significantly reduce electricity costs at the plant.
Construction of the Water Reclamation Facility is continuing to occur at the existing
plant site; the existing plant continues to operate without major modifications or addi-
tional staff.
The WRF’s facility’s future operating costs have been estimated and are planned to be
paid for by Wastewater Utility Customers. Payment of operating costs is accounted for
in the 10.2% wastewater rate increase this year.
Mechanical Improvements at the City’s Fire Station #1, Swim Center, and Bogert Pool
are expected to lower electricity and chemical costs from their current levels. The con-
struction will be timed for as little “down-time” as possible for pool users.
Insulation at the Story Mansion is expected to lower the facility’s natural gas costs.
The project installation will occur during times when the facility is not being rented to
customers.
In Conclusion
Governments, businesses, and households around the country remain significantly im-
pacted by these difficult economic times. We will continue to do our part to help ensure
Bozeman stays a safe, affordable, beautiful community.
As always, this spending plan could not have been developed without the input and advice
of hundreds of people, from citizens to staff members to Commissioners. We greatly ap-
preciate their assistance in this process.
Respectfully,
_______________________________________
Chris Kukulski, City Manager
_______________________________________
Anna Rosenberry, Finance Director
Approved Budget FY11 17 City of Bozeman, Montana
Approved Budget FY11 18 City of Bozeman, Montana
CITY OF BOZEMAN
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 bound-
ary. 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 Bozemanites.
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.
People QuickFacts Source: US Census Bureau Bozeman Montana
Bozeman as %
of Montana Data
Population, 2006 estimate 35,061 944,632 3.7%
Population, percent change, April 1, 2000 to July 1, 2006 26.5% 4.7% 563.8%
Population, 2000 27,509 902,195 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, percent, 2000 1.2% 6.2% 19.4%
Asian persons, percent, 2000 (a) 1.6% 0.5% 320.0%
Native Hawaiian and Other Pacific Islander, percent, 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, pct 5 yrs old & over 29.3% 53.6% 54.7%
Foreign born persons, percent, 2000 3.7% 1.8% 205.6%
Language other than English spoken at home, pct age 5+ 7.1% 5.2% 136.5%
High school graduates, percent of persons age 25+, 2000 94.3% 87.2% 108.1%
Bachelor's degree or higher, pct of persons age 25+, 2000 49.5% 24.4% 202.9%
Mean travel time to work (minutes), workers age 16+, 2000 13.9 17.7 78.5%
Approved Budget FY11 19 City of Bozeman, Montana
CITY OF BOZEMAN
Community, Demographic, and Statistical Information
____________________________________________________________
Population: Bozeman has
seen continued positive
population growth over the
past nine years. The rate of
increase peaked in 2005 at
5.7% annual growth and
has recently declined to
0.7% growth in 2009. To-
tal citizens of 39,282 for
2009 indicates a total
39.9% increase since the
year 2000.
Source:
US Census
Bureau
Year
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%
3.0%
3.8%
5.1%5.5%
4.3%
5.7%
2.7%
3.6%
0.7%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
2001 2002 2003 2004 2005 2006 2007 2008 2009
Bozeman's Estimated Annual % Change
in Population since 2000
28,083 28,917 30,018 31,545 33,269 34,698 36,668 37,643 39,004 39,282
-
10,000
20,000
30,000
40,000
50,000
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Bozeman Population, Est.
US Census Bureau
Approved Budget FY11 20 City of Bozeman, Montana
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
CITY OF BOZEMAN
Community, Demographic, and Statistical Information
____________________________________________________________
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.
Private Employers: The Montana Department of Labor and Industry reports the following largest pri-
vate employers within the City’s boundaries.
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
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
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) 679,846 10,122,625 6.7%
Retail sales per capita, 2002 $23,035 $11,119 207.2%
Accommodation and foodservices sales, 2002 ($1000) 92,926 1,537,986 6.0%
Total number of firms, 2002 4,833 100,402 4.8%
Black-owned firms, percent, 2002 <100 0.2% n/a
American Indian and Alaska Native owned firms, percent, 2002 <100 2.0% n/a
Asian-owned firms, percent, 2002 <100 0.5% n/a
Hispanic-owned firms, percent, 2002 <100 1.0% n/a
Native Hawaiian and Other Pacific Islander owned firms, percent, 2002 <100 <0.05% n/a
Women-owned firms, percent, 2002 21.7% 24.4%
Approved Budget FY11 21 City of Bozeman, Montana
CITY OF BOZEMAN
Community, Demographic, and Statistical Information
____________________________________________________________
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 2009, the top taxpayers within the City were as follows.
View of Bozeman, Montana
Rank Taxpayer Total Taxable
Assessed Value
% of Total City
Taxable Assessed
Value
1 Northwestern Energy—Transmission & Distribution 3,126,536 4.21%
2 Qwest Corporation 1,138,418 1.53%
3 Harry Daum—Gallatin Valley Mall 533,461 0.72%
4 Bozeman Deaconess Foundation 504,584 0.68%
5 BVI/HJSI Bozeman, LLC 402,806 0.54%
6 Wal-Mart Stores 377,391 0.51%
7 Stone Ridge Partners, LLC 357,325 0.48%
8 Celloco Partnership 344,823 0.46%
9 Lowes HIW Inc. 340,678 0.46%
10 Mitchell Development & Investment LLC 326,043 0.44%
TOTAL 7,452,065 10.05%
Approved Budget FY11 22 City of Bozeman, Montana
CITY OF BOZEMAN
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 de-
partments, 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.
Approved Budget FY11 23 City of Bozeman, Montana
CITY OF BOZEMAN
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.
Approved Budget FY11 24 City of Bozeman, Montana
CITY OF BOZEMAN
2010-2011 Adopted Work Plan
____________________________________________________________
New Policy Initiatives
Enhance Downtown Development Opportunities
Utilize the federal HUD grant for the blast site (Finance, CM)
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. (Engineers)
Increase density in the B-3 district. Bozeman Community Plan (BCP) Implementa-
tion Policy 8, 9, 16, 21a, 22, 27, 81. (Planning)
Implement the remaining parking recommendations identified in the downtown plan
and review and update for the Downtown Parking SID/Cash-in-lieu program. BCP
Implementation policies 2, 3, 9, 10, 11. (Planning, Parking)
Amend UDO to incentivize downtown redevelopment and the construction of multi-
story buildings (Planning)
Reform the development review process without decreasing quality
Increase the Planning Director and City Engineer’s responsibilities to make admin-
istrative approvals of projects as recommended in the Community Plan. (Planning,
Engineers)
Amend the Sign Code (Planning)
Review DRB & DRC review procedures. (Planning)
Improve coordination between planning, engineering and building (Engineers, Plan-
ning, Building)
Economic Development
Hire the Economic Development Ombudsman (CM)
Work as a catalyst to bring the Chamber, Prospera, MSU and the City together
(CM)
Increase salability of lots, final plat extensions, infrastructure guarantees (Planning,
Engineers)
Support the Economic Development Council (CM)
Partner with MSU and all community stakeholders to develop a two-year college
(City Commission)
Develop a plan to address deferred infrastructure maintenance.
Water Distribution System – the facility plan identifies 54,506 lineal feet (LF) of
existing water mains that are undersized and need to be replaced at a cost of
$11,768,253 and 53,661 LF of undersized water mains that need to be upgraded to
meet fire flows on a max day at a cost of $11,659,652. (Engineers)
Approved Budget FY11 25 City of Bozeman, Montana
CITY OF BOZEMAN
2010-2011 Adopted Work Plan
____________________________________________________________
New Policy Initiatives
Develop a plan to address deferred infrastructure maintenance. (cont’d)
Sewer Collection System - improvements were identified in the 1998 Facility Plan.
The 2005 Plan recommended lines be TV inspected to determine the greatest
need. The projects identified in the 1998 Plan continue to be completed, but as an-
nual televising continues, other more urgent projects may be identified and com-
pleted. (Engineers)
Street System - there are currently 27 miles of city streets which are in need of
overlay treatments and 25 miles of streets which are in need of chip sealing. At our
current rate of investment it would take us approximately 18 years to overlay the
streets which need treatments if no further deterioration of the remaining streets
took place. The street system includes the curbs and street related storm water.
(Engineers)
Sidewalks. §12.20.035 BMC requires abutting owners to repair sidewalks, which
Engineering Dept oversees. §12.20.060 BMC provides City Commission can order
a sidewalk or curb to be constructed. (Engineers)
Facilities. Implement recommendations contained within Facility Condition Index
Plans (CM)
Police Station & Municipal Courts - Develop a plan to replace our municipal
courts and police station (Police)
Determine future of Mandeville Farm & Story Mansion (CM)
Utilize the Economic Development Council to make recommendations regarding
Mandeville Farm - Preliminary plat expires April 2011 (CM)
Develop a transition plan for the Story Mansion based on the December 8, 2008
approved motion. (City Commission)
―Authorize the City Manager to sign the Award of Bid to R & R Taylor Construc-
tion as the General Contractor/Construction Manager in the amount of
$1,071,242 as authorized by the 2008-2009 budgets and direct staff to bring
back the necessary budget amendment from the General Fund not to exceed
$391,222 to be paid back within 24 months either through fundraising or by sell-
ing the mansion starting on January 1 of 2011 (originally stated 2010 but he
clarified later on in discussion).”
2nd Tier New Initiatives
Initiate ballot amendments for the 2010 election (CM, City Commission)
Meet with prior Study Commission
Term of the City Manager’s Contract?
Selling/Leasing property via Ordinance?
Other amendments?
Develop a policy that determines when specialty event insurance is required; parades?
events on public land? facility rentals? (CM)
Approved Budget FY11 26 City of Bozeman, Montana
CITY OF BOZEMAN
2010-2011 Adopted Work Plan
____________________________________________________________
Ongoing Priorities
City Attorney Office
Complete Code Codification
Write language as required in the city charter for the 2010 ballot
Close out CALA - receive full reimbursement from Pacific
Develop a contract routing/review policy
Develop a program to track criminal case data regarding the number of convictions, pleas,
and acquittals for each charge
Rewrite Title 2, BMC - Organizational Structure
Amend Commission Rules of Procedure
Abate Bridger View Trailer Park and Story Mill nuisances
Clarify liability coverage for boards
Amend ordinances related to the N7URB powers and review other URB/TIF boards for
codification
Work with Ethics Board RE: Changes to Code of Ethics for Conflict of Interests
City Manager's Office
Complete the recruitment and selection of a new Police Chief and Planning and Commu-
nity Development Director and integrate into the leadership team
Complete an in depth analysis of the criminal justice process including law enforcement,
the prosecution and public defender offices and the City's two Municipal Courts.
Enhance and expand partnerships with MSU
Initiate legislative changes in the 2011 session
Local option tax - 100% for property tax relief
Issues related to electronic document retention
Reform DUI laws - review fines
Permissive medical levy and Health Savings Accounts
Impact of State-funded public defender system
Protect entitlement share program
Update the Americans with Disabilities Act 1992 Transition Plan
Complete analysis of leash free park trial after 1st year of implementation
Finance Department
Successful financing of WRF project
Update water & sewer rate studies for FY11- FY15
Develop direct and indirect cost allocations/charges for all City grants
Update of existing Impact Fee Studies
Successful financing of WTP project
Resolve lighting district issues
Complete Community Climate Action Plan
Update Municipal Climate Action Plan
Contract for a Solid Waste/Recycling Rate study
Fire Department
Complete Insurance Services Organization re-rating analysis
Conduct audit of fees for Building Division and Fire Inspection Services
Approved Budget FY11 27 City of Bozeman, Montana
CITY OF BOZEMAN
2010-2011 Adopted Work Plan
____________________________________________________________
Ongoing Priorities
Human Resources Director
Implement reorganization of HR department to include employee recruitment and selection,
benefits, payroll and training
Complete rewrite of the Employee Handbook
Develop employee training program for all mandated training
Audit of qualifying dependents for group health insurance
Analysis of health insurance in base continuation for retirement purposes
IT Director
Resolve software communication conflicts between the courts, legal, PD and finance
Create a City-wide policy for preserving documents for litigation and electronic discovery
Continue developing the web site to provide information to the public.
Develop and implement appropriate internet sites to inform, educate and involve the com-
munity
Library
Resolve pedestrian access/parking concerns such as snow removal at the Library
Complete Library staffing study to determine future needs related to expanded library
hours, technology, and maintenance needs
Host Montana Library Association Conference in April 2010
Continue to work with the City on South Wallace Avenue development/ Library interface
Complete master plan for Library grounds
Parks, Recreation & Cemetery Department
Complete CTEP College/Huffine Pathway project
Replacement of filter system and ADA chairlift at Bogert Pool
Replacement of natatorium lighting at Swim Center
Identify future CTEP projects
Complete Cemetery Master Plan
Complete analysis of a Parks Maintenance District or other funding sources - MSU intern
Support community efforts to enhance Bozeman Creek as an asset throughout our parks
and open spaces.
Planning & Community Development Department
Complete Impact Fee Study Updates (water, sewer, streets, fire) - Required by Section
3.24.100.J, BMC; BCP Implementation Policy 14, 75, 77, 80, 84
Regulate the location of medical marijuana dispensaries (Planning)
Amend UDO to address the timing of installation of sidewalks and address improvement
warranties, BCP Implementation Policy 2, 4, 12c, 15, 66, 70-72, 74, 84
Amend Casino Ordinance
Update the Historic Structures Inventory
Update the fee schedule for the Planning Department - BCP Implementation Policy 2, 80
Implement TIF District plans – BCP Implementation Policy 16, 19, 44;
North 7th - sidewalk installation project on E. side now underway.
North East Neighborhood - Depot park project expected to be bid this spring
Downtown
Approved Budget FY11 28 City of Bozeman, Montana
CITY OF BOZEMAN
2010-2011 Adopted Work Plan
____________________________________________________________
Ongoing Priorities
Police Department
Complete implementation of electronic ticketing and reporting system to include police, re-
cords, prosecution and municipal courts
Create a traffic division
Build and improve community/PD relations through the development and implementation of
new programs consistent with community policing
Recruit, hire and train a full staff of officers who exemplify the department’s code of con-
duct and oath of office
Participate in County Master Plan process to identify future police and court facility at Law
and Justice Center
Adopt an ordinance requiring all drivers to use hands-free devices while using their cellular
phones and to prohibit texting while driving
Public Services Department
Manage Water Reclamation Facility expansion ($54M) - anticipated completion of Phase I
is January 2012
Complete design and award construction bid for the new Water Treatment Plant ($40.7M,
April 2011)
Complete Vehicle Maintenance/HRDC facility on time and within budget
Complete shops complex remodel within budget
Identify funding for, and install energy recovery system at the WRF if 100% funding can be
obtained
Involve Commission in critical decisions regarding Sourdough/Mystic Lake Dam
Implement water conservation plan
Review Development Plan (Phase 1, to be completed July 2010)
Complete Forest Management Plan. Coordinate with USFS Bozeman Municipal
Watershed Management Plan.
Complete design of College Street from 11th to Main Street
Develop and implement a long term plan to manage the Bozeman Solvent Site
Assist other city departments with contract review/oversight and project development
Identify areas of the current Backflow Protection Ordinance that are not/cannot be enforced
Approved Budget FY11 29 City of Bozeman, Montana
CITY OF BOZEMAN
Planning Processes
____________________________________________________________
The City plans for the long-term needs of our community through a number of efforts and stud-
ies. 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 are 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—being updated this year.
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 (5 Years) - Updated & Adopted each year.
3. Water Rate Study (5 Years) - 2009
4. Wastewater Rate Study (5 Years) - 2009
5. Impact Fee Studies (Water, Sewer, Streets, Fire) - 2007, updates begin in FY11.
Approved Budget FY11 30 City of Bozeman, Montana
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 foun-
dation 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 accom-
plished. 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 ad-
ministration, 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 citi-
zens 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 govern-
ment finance issues to both elected officials and the public.
3. Budgetary emphasis will focus on providing those basic municipal services which pro-
vide the maximum level of services, to the most citizens, in the most cost effective man-
ner, 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 gov-
ernment 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 equip-
ment 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, regard-
less of the economic conditions, will assist in maintaining the government's equipment and infra-
structure in good operating condition.
5. The city will avoid budgetary practices that balance current expenditures at the ex-
pense of meeting future years' expenses.
Budgetary practices such as postponing capital expenditures, accruing future years' reve-
nues, 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.
Approved Budget FY11 31 City of Bozeman, Montana
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 discon-
tinued, 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
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 re-
ductions.
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 esti-
mates are met, all taxpayers are treated fairly and consistently, and delinquencies are kept to a
minimum.
Approved Budget FY11 32 City of Bozeman, Montana
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 benefi-
ciary 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 reve-
nues.
Utilization of reserves to fund on-going expenditures will produce a balanced budget, how-
ever, this practice will eventually cause severe financial problems. Once reserve levels are de-
pleted, the city would face elimination of on-going costs in order to balance the budget. There-
fore, the funding of on-going expenditures will be limited to current revenues.
2. Minor capital projects or recurring capital projects, which primarily benefit current resi-
dents, 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).
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 financ-
ing sources (e.g. debt financing).
Major capital projects represent large expenditures of a non-recurring nature which pri-
marily 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 sup-
ported by those who benefit from the project, since debt service payments will be funded through
charges to future residents.
Approved Budget FY11 33 City of Bozeman, Montana
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.
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, consci-
entious 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 ex-
ceed 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 resi-
dents 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 in-
currence of debt, for which the public is responsible, is based upon a genuine need and is consis-
tent with underwriters guidelines.
Reserves
1. Reserves will be established for funds which are not available for expenditure or are
legally segregated for a specific use, in accordance with Governmental Accounting and
Financial Reporting Standards (GAFR).
The City's policy is to 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). This policy is consistent with GASB requirements.
Approved Budget FY11 34 City of Bozeman, Montana
2. One undesignated general fund reserve will be maintained by the city. This undesig-
nated reserve will be used for: cash flow purposes, accrued employee payroll benefits
which are not shown as a liability, equipment acquisition and replacement, and to enable
the city to meet unexpected expenditure demands or revenue shortfalls.
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 obli-
gations 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 main-
tain 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. To provide for the orderly replacement of these
assets, funds will be set aside for this purpose through a designation of fund equity.
The city is subject to revenue shortfalls and unexpected expenditure demands during the fiscal
year. An undesignated general fund reserve will be maintained to be able to offset these revenue
shortfalls or meet unexpected demands occurring during the year, without suddenly adjusting tax
rates or reducing expenditures.
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 ex-
penditures recorded when services or goods are received and liabilities incurred. Ac-
counting 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 accor-
dance with Generally Accepted Accounting Principles as set forth by the Governmental Account-
ing 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.
Approved Budget FY11 35 City of Bozeman, Montana
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 finan-
cial 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 en-
courages 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 Ac-
cepted Accounting Principles. Audits also provide management and the Commission with sug-
gestions 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 fi-
nancial 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 sus-
ceptible to accrual, i.e., both measurable and available. Available means collectible within
the current period or soon enough thereafter to be used to pay liabilities of the current pe-
riod. Expenditures are recorded when the related liability is incurred. Employee compen-
sated absences and principal and interest on long-term debt expenditures are recorded
when due in the current period. The accrual basis of accounting is used for Proprietary
Funds. Under this method, revenues are recorded when earned and expenses are re-
corded when the related liability is incurred. For Budget preparation and presentation, the
Proprietary Funds’ expenses are converted to expenditures and follow the same budget
format as the Government Fund types. Capital outlays in the Enterprise Funds are pre-
sented as expenses for budget basis, but are recorded as assets along with associated
depreciation expense on the GAAP basis. Debt service principal payments in the Enter-
prise Funds are accounted for as expenses for budget purposes, but are reported as re-
duction 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 ad-
minister for cash flow purposes, and is easier for the lay person to understand.
Approved Budget FY11 36 City of Bozeman, Montana
FINANCIAL STRUCTURE
___________________________________________________________
To better understand this budget document, a basic understanding of the structure, often-used
terms, and fund types is helpful.
The city’s operating expenditures are organized in to the following hierarchical categories: Ac-
tivities Departments, Divisions, and Budget Units.
Activity: Activity represents the highest level of summarization used in the City’s financial
structure. This level is primarily used for entity-wide financial reporting and for summarization
in this budget document.
Department: Department is the second level of summarization used in the City’s financial
structure. The function classification represents a grouping of related operations and pro-
grams aimed at accomplishing a broad goal or providing a major service.
Division: Department can be further split into divisions which are usually associated with
functioning work groups that have more limited sets of work responsibilities. Their primary
purpose is organizational and budgetary accountability.
Budget Unit: Divisions may be further subdivided into budget units. A budget unit is used to
account for a specific service performed within a division in the pursuit of individual goals and
objectives. A budget unit is aimed at accomplishing a specific service or regulatory program
for which a government is responsible.
For example, to account for the expenses of constructing a new Wastewater Treatment Plant
the city uses the following financial structure:
Activity: Public Service
Department: Wastewater Plant
Division: Operations
Budget Unit: Construction
The following table lists the Department and corresponding divisions within the city for the cur-
rent fiscal year.
Activities
General Government
Public Safety
Public Service
Public Welfare
Other
Approved Budget FY11 37 City of Bozeman, Montana
USEFUL TERMS
To better assist readers in understanding the budget document, a basic knowledge of the follow-
ing
Departments Divisions and Budget Units
City Commission City Commission, Special Bodies (Ethics Board)
City Manager Administration, City Clerk, Personnel, Neighborhood Coordinator
Municipal Court Operations
City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim-
Witness
Finance Administration, Accounting, Treasury
Planning Operations, Subdivision Review, Long-Range Planning, Annexa-
tion, Code Enforcement, Historical Preservation, Zoning Opera-
tions
Building Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building,
Senior Center, Library, Fire Station #2, Fire Station #3,
Information Technology Operations, G.I.S
Police Operations, Crime Control & Investigations, DARE, Drug Forfei-
ture, Parking, Animal Control
Fire Administration, Operations, Operational Readiness, Fire Preven-
tion, Hazardous Materials, Disaster & Emergency Services
Building Inspection Operations, Life-Safety
Parking Administration, Operations, 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
Approved Budget FY11 38 City of Bozeman, Montana
Departments
(cont’d)
Divisions and Budget Units
Wastewater
Operations
Operations, Utility Locates, Wastewater Services, Construction, Man-
holes, Televising, Main Repairs
Wastewater Plant Operations, Laboratory, Sludge Injection, Construction
Solid Waste
Collection
Operations
Solid Waste
Recycling
Operations
Vehicle Maintenance Operations
Cemetery Operations
Parks Operations
Forestry Tree Maintenance
Library Operations, Technical Services, Information Services, Children’s
Services, Circulation Services, Construction
Recreation Operations, Swim Center, Bogert Pool, Lindley Park Center, Story
Mansion, Programs
Community
Development
Downtown Improvement District, American’s with Disabilities, Ur-
ban Redevelopment & Housing, Economic Development, Grants
Non-Departmental Insurance, Contingencies, Transfers, Beautification of Bozeman,
Band, Senior Transportation
G. O. Bonds Principal & Interest
SID Revolving Principal & Interest
SID Bonds Principal & Interest
Approved Budget FY11 39 City of Bozeman, Montana
terms is useful:
A FUND is a fiscal and accounting entity with a self-balancing set of accounts recording cash and
other financial resources, together with all related liabilities and residual equities or balances, and
changes therein. Funds are segregated for the purpose of carrying on specific activities or attain-
ing certain objectives in accordance with special regulations, restrictions, or limitations. Funds in
the government model are classified into three broad categories: governmental, proprietary, and
fiduciary.
The most common reason for establishing a fund is to separately account for restricted-use reve-
nue or to comply with state or federal law.
An ACCOUNT is an organizational or budgetary breakdown which is found within city funds.
Each department serves a specific function as a distinct organizational unit of government within
the given fund. Its primary purpose is to facilitate organizational and budgetary accountability.
An OBJECT OF EXPENDITURE refers to specific, detailed expenditure classification. It relates
to a specific type of item purchased or service obtained. Examples of objects of expenditure in-
clude salaries, supplies, contracted service, travel, etc.
The City’s financial operations and fund structure conform with Generally Accepted Accounting
Principals (GAAP). The funds are grouped under governmental, proprietary, and fiduciary fund
types. The City’s fund structure is comprised of the following funds, all of which are budgeted.
GOVERNMENTAL FUND TYPES
General Fund: The general fund is used to account for all financial resources of the city, except
for those required to be accounted for in another fund. The general fund supports such basic ser-
vices as the legislative branch, judicial branch, general administration, police, fire, finance, engi-
neering, recreation, library services.
Revenue Sources: The city's general fund is financed primarily by property taxes
which provide nearly half of the general fund revenue. Other revenue sources in-
clude: licenses and permits, intergovernmental revenue, charges for services,
fines and forfeitures, interest on investments, operating transfers, and miscellane-
ous revenues.
Special Revenue Funds: Special Revenue funds are used to account for the proceeds of spe-
cific revenue sources (other than special assessments, expendable trusts, or for major capital pro-
jects) that are legally restricted to expenditure for specific purposes. Special revenue funds sup-
port insurance costs, retirement costs, planning functions, and other services legally restricted for
specific purposes.
Revenue Sources: Special revenue funds are supported either through property taxes or
through grants or other restricted revenue sources. Examples of special revenue funds supported
by property taxes include retirement and insurance
Approved Budget FY11 40 City of Bozeman, Montana
funds. Examples of special revenue funds supported by grants or other restricted revenue
sources include Community Development Block Grant, Housing and Urban Devel-
opment, and Gas Tax Apportionment.
Debt Service Funds: Debt service funds are used to account for the accumulation of resources
for, and the payment of, general long-term debt principal and interest. Debt Service funds provide
financing for the city's two general obligation bonds--transportation and library facilities.
Revenue Sources: Debt service funds are supported entirely through property
taxes and interest income.
Capital Project Funds: Capital project funds are used to account for financial resources to be
used for the acquisition or construction of major capital facilities (other than those financed by pro-
prietary funds).
Revenue Sources: Capital project funds are supported by special assessments,
long term debt proceeds, donations, and grants.
PROPRIETARY FUND TYPES
Internal Service Funds: Internal service funds are used to account for the financing of goods or
services provided by one department to other departments on a cost-reimbursement basis. Inter-
nal service funds account for the city's vehicle maintenance functions.
Revenue Sources: Internal service funds are supported through billings to other
departments based on the sale of goods and the services provided.
Enterprise Funds: Enterprise funds are used to account for operations that are financed and
operated in a manner similar to private business enterprises--where the intent of the governing
body is that the costs (expenses, including depreciation) of providing goods or services to the
general public on a continuing basis be financed or recovered primarily through user charges.
Enterprise funds account for the city's water, waste water, and solid waste services.
Revenue Sources: Enterprise funds are supported through user charges, penal-
ties, and interest income.
FIDUCIARY FUND TYPES
Trust Funds: Trust funds are used to account for assets held by a governmental unit in a trustee
capacity. These include (a) expendable trust funds, (b) permanent trust funds, and (c) pension
trust funds.
Revenue Sources: Trust funds are supported by donations and interest income.
Approved Budget FY11 41 City of Bozeman, Montana
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 ac-
counts 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 recog-
nized when liabilities are incurred.
Proprietary funds (Enterprise and Internal Service funds) are budgeted on a modified accrual ba-
sis which does not include depreciation or compensated absences. Each fund’s financial state-
ments, which can be found in the City’s Comprehensive Annual Financial Report (CAFR), are re-
ported 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 pe-
riod 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.
Approved Budget FY11 42 City of Bozeman, Montana
After submitting the City Manager's Recommended Budget to the City Commission, public work
sessions may be held by the Commissioners at which time the City Manager, Finance Director,
and department staff explain the budget recommendations and underlying justification for the re-
quests. The Commission also reviews departmental requests which could not be funded, as an
indication of un-met needs. During or following the work sessions, the Commissioners may make
adjustments to the proposed budget. Following any adjustments to the City Manager's budget
recommendation, a tentative appropriation ordinance is prepared and a public hearing is held.
The Commission may again make adjustments to the budget following the public hearing, after
which time, the Commission passes the appropriation ordinance in final form.
Appropriations are established by budget unit. The accounting system, budgeting system, and
the budget document itself, however, break these classes into subclasses--thereby providing
more detailed information. As an example, operating supplies, gas and oil, and subscriptions are
all classified as operating expenses. The accounting and budgeting systems provide detail for
these specific sub-classes. However, appropriation control is exercised only at the budget unit
level.
PERFORMANCE BUDGETING
Beginning with the fiscal year 1998-99 budget, the City of Bozeman started the development of a
performance budget. The move to a performance budget resulted in a shift in emphasis away
from describing what will be purchased (inputs) towards describing what will be accomplished
(outputs and outcomes). That process continues today with both an organization-wide and
budget-unit specific focus on outcomes.
PRESENTATION
The text of the budget document contains five sections of information for each Division.
The first section provides a description of the division.
The second section describes its major objectives to be accomplished.
The third section provides a staffing summary and detailed financial information.
The fourth section identifies the divisions performance measures for the coming
budget year and the past three years.
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.
Approved Budget FY11 43 City of Bozeman, Montana
The financial information includes expenditure information for the last completed fiscal year,
the appropriated amounts for the current year, and the recommended amounts covered by the
budget. Costs are segregated into six basic classifications: salaries, wages, & benefits; operat-
ing expenses; capital; debt service; and transfers. In addition, more detailed objects of expendi-
ture are also presented, at the option of departments or divisions to highlight certain aspects of
their budgets. For example, the amount expected to be spent for supplies and materials is
shown. However, appropriation control is exercised only at the budget unit level and not at the
individual object of expenditure level.
The narrative information is presented together with the financial detail to assist readers in un-
derstanding the planned outcomes for each division, the purpose of each budget unit, and ma-
jor changes or expenditures for the coming year.
MONITORING AND REPORTING PROCESS
As the budget year proceeds, individual departments and the Finance Department have dual re-
sponsibility for monitoring the status of each budget unit. Department staff has primary responsi-
bility for monitoring the status of expenditures against their budget. This responsibility includes
informing the Finance Department of any significant departures from the plans anticipated in the
budget.
The Finance Department has overall responsibility for monitoring the status of all departments
and funds. This is accomplished primarily through analysis of computerized budget performance
reports which compare appropriation amounts on a line-item basis with actual expenditures
throughout the year. These reports aid department staff in controlling costs and act as an early
warning system for the Finance Department. Department staff may exercise their judgment in
exceeding expenditures by object code, as long as they do not exceed the total amount appropri-
ated for the budget unit.
The Finance Department reviews the budget reports on a monthly basis and discusses any vari-
ances from expected performance with the department staff. The Finance Department conducts
in-depth quarterly budget reviews of all expenditures and revenues.
Significant changes in either expenditures or revenues require a budget revision that must be
adopted by the City Commission. Recommendations are made by the Finance Director for any
corrective actions that are believed necessary.
BUDGET AMENDMENT PROCESS
State statute provides a number of different ways to amend the budget. The first involves a real-
location of existing appropriations among the line items within a specific fund, The second de-
fines a series of scenarios where the governing body has authority to amend the budget without a
hearing for donations, land sales, and fee based budgets. All other increases in appropriation
authority that are not specifically permitted by statute must be approved through a public hearing
process.
Approved Budget FY11 44 City of Bozeman, Montana
The Finance Director is responsible for insuring compliance with spending limitations imposed by
the budget. Accordingly, the Finance Director submits a Budget Status Report to the City Com-
mission after three, six, nine, and twelve month periods. The budget reviews evaluate overall
revenues and expenditures in comparison to the budgeted amounts. In cases where it appears
the original spending authority authorized will not prove sufficient, transfers of spending authority
or additional spending authority are requested together with explanations for the requests. Public
hearings for budget amendments are held as necessary.
BUDGET CALENDAR/PROCEDURES
The following budget timeline outlines the process the City follows for creation and adop-
tion of the annual budget.
1. December/January: The Commission's 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 de-
partments.
3. January/February: Department administrators assess the needs of their departments and
communicate their needs through their budget requests.
4. March: The department requests are compiled by the Finance Director and compared to
available funds to support the requested services.
5. March/April: The City Manager and Finance Director attend budget meetings with the
staff responsible for each budget unit to discuss their requests and make necessary ad-
justments to insure needed services are provided and the budget is balanced.
6. May: The City Manager's Recommended Budget is presented to the City Commission.
This comprehensive document includes both operating and capital expenditures for the
ensuing fiscal year.
7. May/June: The City Commission holds work sessions on the budget at which time the
MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may author-
ize the governing body or a designated official to transfer appropriations between items within the
same fund.
(2) The annual budget appropriations may be amended as provided in 7-6-4006 (3) and
7-6-4012..
(3) Except as provided in 7-6-4006, 7-6-4011, 7-6-4012, 7-6-4015, and 7-6-4032, or in
case of an emergency under Title 10, chapter 3, a public hearing is required for an overall in-
crease in appropriation authority.
Approved Budget FY11 45 City of Bozeman, Montana
City Manager, Finance Director, and various department staff explain the budget recom-
mendations and underlying justification for the requests.
During or following the work sessions, the Commissioners may make adjustments to
the proposed budget.
8. June: The Commission provisionally adopts the budget.
9. July: The public hearing on the budget is advertised in the local newspaper.
A public hearing on the budget is held and adjustments to the budget, if any, are
made.
10. August: Final taxable values are received from the State Department of Revenue. Taxing
authority is calculated and final resolutions are prepared
A comparison of the City Manager's budget recommendation and the final budget is
pub lished 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.
Approved Budget FY11 46 City of Bozeman, Montana
CITY ORGANIZATION
___________________________________________________________
The organization chart on the following page depicts the overall structure of the City of Boze-
man government. Voters of the City elect the City Commission and Municipal Court Judge.
The Municipal Court Judge recommends any Part Time Judges. The City Commission ap-
points a City Manager who is the Chief Executive Officer of the City.
The City Manager appoints a City Clerk who acts as staff of the Commission. The City Man-
ager also appoints directors of each of the major departments– Finance, Law, Public Safety,
Public Service, and Public Welfare. These departments represent the major delineation of the
services offered by the City.
Approved Budget FY11 47 City of Bozeman, Montana
Approved Budget FY11 48 City of Bozeman, Montana
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Approved Budget FY11 49 City of Bozeman, Montana
CHANGES IN FUND BALANCE/WORKING CAPITAL
----------------------------------------------FY 11----------------------------------------------
Projected Beginning Estimated Appropriations Budgeted Ending
Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital
# General Fund
010 General Fund 4,370,000 $ 22,992,658 $ 23,351,414 $ 4,011,244
Special Revenue Funds -
100 Planning Fund 5,080 749,024 730,365 23,739
103 Health-Medical Insurance - 1,962,219 1,962,219 -
104 Liability Insurance - 464,696 464,696 - 105 P.E.R.S. Fund - 476,713 476,713 -
106 Police Pension Fund 2,563 492,421 492,421 2,563
107 Fire Pension Fund 1,796 340,380 340,380 1,796
108 Community Transportation - 10,515 10,515 -
109 Highway Safety Improvement Projects 486 - - 486
110 Gas Tax Apportionment 448,375 657,500 616,500 489,375
111 Street Maintenance District 647,589 2,151,000 2,452,254 346,335
112 Tree Maintenance 66,484 417,000 433,626 49,858
113 Fire Impact Fee 122,604 150,000 167,500 105,104
114 Street Impact Fee 7,884,032 700,000 350,000 8,234,032
115 Building Inspection Special Revenue 512,600 643,500 788,553 367,547
116 Dowtown Improvement District 389,921 1,103,620 1,426,188 67,353
118 HUD Projects - 975,000 975,000 -
119 Economic Development Loan Fund - - - -
120 Community Housing 289,588 50,000 40,000 299,588
121 Housing Revolving Loan Fund 32,468 7,000 14,400 25,068
122 Blast Clean Up Loans - - - -
125 Drug Forfeiture (11,499) 148,000 178,125 (41,624)
128 Fish Wildlife And Park Management Areas 19,569 - - 19,569
129 Special Projects - Recovery Act, ARRA (1,132) 25,000 25,000 (1,132)
130 Americans With Disability Act 4,135 - - 4,135
131 Beautification Of Bozeman 244 - - 244
133 Recreation Department Special Revenue 29,972 1,000 1,000 29,972
135 Cemetery Department Special Revenue 39 - - 39
136 Park Department Special Revenue 7,460 5,500 12,000 960
137 Library Department Special Revenue 5,135 5,200 7,900 2,435
138 Law & Justice Center 464,500 - 20,000 444,500
139 Police Department Special Revenue 202,731 113,000 87,417 228,314
140 Police Domestic Violence - 182,500 181,250 1,250
142 Sustainability Grant 15,500 - 15,500 -
143 TIF N 7th Corridor 231,578 274,000 505,000 578
144 TIF NE Urban Renewal 12,153 63,900 75,000 1,053
145 TIF Mandeville Industrial (237,340) 34,000 - (203,340)
146 Lighting Dist.'s (146-170, 181, 182, 200-224) 297,000 315,000 315,000 297,000
174 Victim Witness Advocate 386,119 76,000 79,500 382,619
175 Senior Transportation 6,089 80,783 80,783 6,089
176 Business Improvement District (23,603) 114,000 114,000 (23,603)
177 Neighborhood Special Revenue 966 - - 966
179 Diaster Relief Fund 86,032 2,000 - 88,032
183 Fire Department Special Revenue 564 - - 564
Approved Budget FY11 50 City of Bozeman, Montana
CHANGES IN FUND BALANCE/WORKING CAPITAL, cont’d
—–—————–——————-FY11——–———————————--
Projected Beginning Estimated Appropriations Budgeted Ending
Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital
184 Parks Master Plan Develop $94,410 - - $94,410
185 Insurance Proceeds 20,141 - - 20,141
186 Development Impacts 32,612 8,000 - 40,612
187 Fire Department Equipment 360,140 328,132 510,000 178,272
188 City/County Drug Forfeiture (41,292) 55,000 - 13,708
189 Story Mansion Special Revenue (8,208) 40,000 30,852 940
850 Park Land - Cash in Lieu 176,765 - - 176,765
Total Special Revenue Funds 12,490,082 13,221,603 13,979,657 11,732,028
# Debt Service Funds
300 Special Improvement District Revolv. Fund 667,235 20,000 - 687,235
301 Library Bonds - 318,556 318,556 -
302 Bond P & I 1995 Transportation Projects 18,860 472,110 420,110 70,860
305 TIF 2007 Downtown Bonds 583 426,188 426,188 583
310 SID Funds - 1,500,000 1,500,000 -
Total Debt Service Funds 686,678 2,736,854 2,664,854 758,678
Construction Funds
Capital Projects - - - -
Enterprise Funds
600 Water 12,959,921 6,112,528 10,780,660 8,291,789
610 Water Impact Fee - Net Assets 7,007,614 475,000 700,000 6,782,614
620 Waste Water 13,210,641 15,469,000 26,038,430 2,641,211
630 Waste Water Impact Fee - Net Assets 92,412 400,000 400,000 92,412
640 Solid Waste 936,055 2,496,811 2,403,865 1,029,001
650 Parking Enterprise 64,361 347,500 363,767 48,094
Total Enterprise Funds 34,271,004 25,300,839 40,686,722 18,885,121
Internal Service Funds
-
710 Vehicle Maintenance Shop 14 766,000 767,164 (1,150)
720 Health-Medical Self-Insurance Fund 3,924 3,480,000 3,480,000 3,924
-
Total Internal Service Funds 3,938 4,246,000 4,247,164 2,774
Permanent Funds
800 Cemetery Perpetual Care 542,820 20,000 16,000 546,820
Total Permamemt Funds 542,820 20,000 16,000 546,820
Total All Funds $52,364,522 $68,517,954 $84,945,811 $35,936,665
Approved Budget FY11 51 City of Bozeman, Montana
MILL LEVIES & MILL VALUES
FISCAL YEAR FY06 FY07 FY08 FY09 FY10 FY11
MILL VALUE $ 58,063 $ 63,249 $ 68,981 $ 74,178 $ 78,290 $ 80,783
PERCENTAGE CHANGE - 8.9% 9.1% 7.5% 5.5% 3.2%
GENERAL FUND:
All-Purpose 111.39 110.57 101.26 111.91 111.96 110.16
SPECIAL REVENUE:
City Planning 2.00 2.00 2.00 2.00 2.00 2.00
Police Retirement 3.54 4.07 4.27 4.14 4.34 4.45
Firefighters' Retirement 1.71 2.68 2.81 2.72 2.85 2.97
Public Employees' Retirement 3.59 4.39 4.61 4.52 4.75 4.86
Comprehensive Insurance 3.45 4.45 4.67 4.53 4.61 4.73
Health/Med Insurance 23.21 22.91 22.36 24.31 23.67 24.29
Fire Capital & Equipment 4.00 4.00 4.00
Fire Truck/Equipment 6.00
Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00
Workforce Housing 1.46 1.00 0.50
TOTAL SPECIAL REVENUE 44.50 41.50 41.72 48.68 48.22 48.80
DEBT SERVICE:
Library G.O. Bonds 5.39 4.95 4.53 4.27 4.03 3.94
Transportation G.O. Bonds 6.98 6.40 6.67 6.30 5.98 5.85
TOTAL DEBT SERVICE 12.37 11.35 11.20 10.57 10.01 9.79
TOTAL ALL LEVIES 168.26 163.42 154.18 171.16 170.19 168.75
Percentage Change in Mills - -2.9% -5.7% 11.0% -0.6% -0.8%
Property Taxes Levied $9,769,893 $10,336,467 $10,635,491 $12,696,306 $13,324,175 $13,632,412
Percentage Change in Dollars - 5.8% 2.9% 19.4% 4.9% 2.3%
Tax Authority Authorized but Not Levied
General Fund Reduction
$174,189 $ 462,720
Street & Tree Maintenance Offset $ 116,270
Police & Fire Reductions $ 583,000 $ 849,000
SAFER Grant $ 350,120 $ 303,570 $ 189,720
911 Mills (Resolution No. 3954) $ 620,829 $ 667,602 $ 704,610 $ 727,047
Total Authorized But Not Levied $ 174,189
$
- $ 620,829 $ 1,017,722 $ 1,591,180 $ 2,344,757
Number of Mills
3.00
-
9.00
13.72
20.32
29.03
Approved Budget FY11 52 City of Bozeman, Montana
APPROPRIATIONS BY TYPE
___________________________________________________________
All expenditures are classi-
fied under one of five major
categories: Salaries, Oper-
ating Expense, Capital,
Debt Service, and Trans-
fers.
The graph at the left shows
the relative percentage of
budgeted expenditures for
these five major categories
for all funds, combined.
In governmental agencies,
salaries, wages and bene-
fits normally represent the largest of these categories.
However, due to the significant investment in infrastructure, cities have a much higher percent-
age of the budget devoted to operating costs than most other governmental agencies. Trans-
portation 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 &
Overtime
28%
Operating
24%
Capital
38%
Debt Service
4%
Transfers
6%
Appropriations by Type -All Funds -
FY2011
Salaries & OvertimeOperatingCapital
Debt Service
Transfers
Personnel &
Benefits66%
Operations28%
Capital
3%
Debt Service
1%
Transfers
2%
Appropriations by Type -General Fund -
FY2011
Personnel & Benefits
Operations
Capital
Debt Service
Transfers
Other Financing Uses
Approved Budget FY11 53 City of Bozeman, Montana
APPROPRIATIONS BY FUND
___________________________________________________________
As shown, Enterprise Funds and the General Fund account for 76% 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 16% of appropriations, include a variety of tax supported funds
including funds supporting major employer retirement contributions, health insurance premi-
ums, 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.
General Fund
28%
Special
Revenue
16%Debt Service
3%Capital
Projects
0%
Enterprise
Funds
48%
Internal
Service
5%Permanent
Funds
0%
Appropriations by Fund -FY2011
General Fund
Special
Revenue
Debt Service
Capital
Projects
Approved Budget FY11 54 City of Bozeman, Montana
REVENUES BY SOURCE
___________________________________________________________
As shown, Charges for Services and Property Taxes account for 59% of the total revenues of
the city. The bulk of Charges for Services (36%) are derived from the City’s Utilities
(Enterprise funds) consisting of water, wastewater, solid waste services. These funds operate
on a self-supporting
basis.
Property Taxes (23%)
are primarily to the
benefit of the General
Fund. However, prop-
erty tax revenue re-
lated to voter approved
bond issues are cred-
ited to their associated
Debt Service Fund.
This year, due to the
construction of the Wa-
ter Reclamation Facil-
ity, Other Financing
Sources are a large source of cash (23%). This is not an ordinary operating-type revenue.
Other sources such as Fines & Forfeitures, Special Assessments, Licenses & Permits, and
Intergovernmental Revenue comprise the remainder.
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
43%
Licenses &
Permits
1%
Intergovernmental
23%
Charges for
Services10%
Fines and
Forfeitures
5%
Interest Income
0%
Other Revenues
0%
Other Financing
Sources
18%
Revenues by Source -General Fund
Property
Taxes
23%
Special
Assessments
3%
Licenses &
Permits
2%Intergovernm
ental
10%Charges for
Services
36%
Fines and
Forfeitures
2%
Interest
Income
1%
Other
Revenues
0%
Other
Financing
Sources
23%
Revenues by Source -All Funds
Approved Budget FY11 55 City of Bozeman, Montana
LEGAL DEBT LIMIT & BOND RATING
___________________________________________________________
General Obligation Debt Limit:
The City’s legal debt limit is established by state statute for General Obligation indebtedness.
Total general obligations may not exceed 2.5% of the City’s total market value, as established
each August by the Department of Revenue. (FY11 Total Market Value was $2.827 Billion.)
As of June 30, 2011, net outstanding General Obligation debt will be $4,342,000.
2007 Law Change:
In the recent Legislative session, SB245 was adopted that changed the statutory debt limit
from 1.51% to 2.5% of Market Value. This became effective July 1, 2007. This results in an
estimated Legal Debt Margin of $61.4 Million at the end of FY10, and an estimated $66.3 Mil-
lion at the end of FY11.
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 $30 Million in revenue bonds for the construction of a new Waste
Water Treatment plant within the next three years, including approximately $10M in FY10.
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.
Legal Debt Limit—GO June 30, 2010 Estimated June 30, 2011
Statutory G.O Debt Limit—
2.5% of Valuation
$66,345,000 $70,688,000
Less: Outstanding GO
Bonds
($4,185,000) ($3,710,000)
Less: Loans Payable (782,000) (632,000)
Plus: Fund Balances Reserved
for Debt Payment
- -
Equals: Legal Debt Margin $61,378,000 $66,346,000
Approved Budget FY11 56 City of Bozeman, Montana
STAFFING SUMMARY
___________________________________________________________
Approved Approved Approved Approved Approved
FY07 FY08 FY09 FY10 FY11
GENERAL GOVERNMENT
City Commission 2.10 2.10 2.10 2.10 2.10
City Manager 8.00 10.50 10.50 12.50 11.50
Municipal Court 6.00 7.00 7.00 7.50 8.50
City Attorney 6.00 6.00 6.00 6.50 7.00
Finance 16.00 10.00 10.00 9.00 8.75
Office of Planning & Community Development 14.20 15.20 13.70 12.20 12.20
Building Maintenance 2.55 3.05 3.55 3.55 3.55
Information Technology 6 6.00 5.88 5.88
TOTAL GENERAL GOVERNMENT 54.85 59.85 58.85 59.23 59.48
PUBLIC SAFETY
Police Department 55.75 57.75 62.75 67.75 71.75
Fire Department 31.25 34.25 45.25 44.75 41.75
Building Inspection 16.55 16.55 13.55 9.55 9.55
Parking 3.75 3.75 4.75 4.75 4.75
TOTAL PUBLIC SAFETY 107.30 112.30 126.30 126.80 127.80
PUBLIC SERVICES
Public Services Administration 8.15 8.15 8.15 8.15 8.15
Streets 15.62 15.62 17.62 17.62 17.62
Water Plant 9.56 9.27 9.27 9.27 9.27
Water Operations 14.62 15.62 16.62 15.62 15.62
Wastewater Operations 9.25 10.25 11.25 10.25 10.25
Wastewater Plant 15.42 14.87 15.87 15.87 15.87
Solid Waste Collection 12.24 14.74 14.74 14.74 14.74
Solid Waste Disposal/Recycling 6.82 3.00 1.00 1.00 1.00
Vehicle Maintenance 4.00 4.00 4.00 4.00 5.00
TOTAL PUBLIC SERVICES 95.68 95.52 98.52 96.52 97.52
PUBLIC WELFARE
Cemetery 5.50 5.75 5.75 5.75 5.75
Parks 12.45 13.45 13.45 13.45 13.45
Forestry 4.60 4.60 4.60 4.60 4.60
Library 19.66 20.66 21.66 21.16 21.66
Recreation 14.90 14.90 15.00 15.00 15.00
Community Development 1.00 2.00 1.00 2.00 2.00
TOTAL PUBLIC WELFARE 58.11 61.36 61.46 61.96 62.46
TOTAL ALL FUNDS 315.94 329.03 345.13 344.51 347.26
Net FTE Increase from Previous Year 12.50 13.09 16.10 -0.62 2.75
% Increase from Previous Year 4.1% 4.1% 4.9% -0.2% 0.8%
Approved Budget FY11 57 City of Bozeman, Montana
STAFFING SUMMARY
___________________________________________________________
We divide the budget into the activity areas of General Government, Public Safety, Public Ser-
vices, and Public Welfare. The associated departments for each of these areas are listed on
the facing page.
Staffing levels have
changed over the past five
years. Total number of em-
ployees dedicated to Public
Safety has grown, due to
the passage of the Police
and Fire staffing mill levies.
Five years ago, in Fiscal
Year 2007, there were a
total of 315.94 Full Time
Equivalent (FTE) positions
budgeted, listed in the table
on the facing page. Thirty-
four percent of those posi-
tions were dedicated to
Public Safety, 107.30 FTE’s.
In this approved budget, Full Time Equivalents total 347.26, with 37% (127.80 FTE’s) allocated
to Public Safety.
EMPLOYEES PER CAPITA— The number of city employees per 1,000 residents in Bozeman
has been declining. We utilize the most recent census data (2009), and the most recently
adopted budget (FY2011), and work backwards through the years. The increase in Employ-
ees Per Capita that was seen in 2009 was due to the 15 voter-approved police and firefighter
positions added to the budget. These amounts reflect budgeted positions, not necessarily
filled positions.
GENERAL
GOVERNMENT
17%
PUBLIC SAFETY37%
PUBLIC
SERVICES
28%
PUBLIC
WELFARE
18%
Staffing Summary -All Funds -FY2011
GENERAL GOVERNMENT
PUBLIC SAFETY
PUBLIC SERVICES
PUBLIC WELFARE
FY07 FY08 FY09 FY10 FY11
TOTAL EMPLOYEES 315.94 329.03 345.13 344.51 347.26
City Employees/1,000
Residents 9.11 8.97 9.17 8.83 8.84
8.00
8.50
9.00
9.50
10.00
-
50.00
100.00
150.00
200.00
250.00
300.00
350.00
400.00
T
O
T
A
L
E
M
P
L
O
Y
E
E
S
City Employees Per 1,000 Residents
Approved Budget FY11 58 City of Bozeman, Montana
City of Bozeman Revenues - All Funds Property Taxes
Special Assess-ments Licenses & Permits Inter-governmental Charges for Services Fines and Forfeitures Interest Income Other Reve-nues Other Financ-ing Sources TOTAL
General Fund $9,873,973 $267,100 $5,220,946 $2,284,240 $1,238,500 $70,000 $18,500 $ 4,019,399 $ 22,992,658
Planning Fund
161,564
76,500
125,960
33,000
352,000
749,024
Health-Medical Insurance
1,962,219
1,962,219
Comprehensive Insurance
382,104
82,592
464,696
PERS Fund
392,605
84,108
476,713
Police Pension Fund
359,484
132,937
492,421
Fire Pension Fund
239,926
100,454
340,380
Community Transportation 10,515 10,515
Gas Tax
650,000
7,500
657,500
Street Maintenance
20,000
2,116,000
15,000
2,151,000
Tree Maintenance
400,000
7,000
10,000
417,000
Fire Impact Fee
150,000
150,000
Street Impact Fee
600,000
100,000
700,000
Building Inspection Fund
634,000
3,500
6,000
643,500
TIFD Downtown Improvemnt
1,059,000
34,620
10,000
1,103,620
HUD Projects
-
975,000
975,000
Community Housing Fund
5,000
5,000
40,000
50,000
Housing Revolving Loan
3,000
4,000
7,000
Downtown Blast Clean-Up
Loan Fund
-
Drug Forfeiture Fund
98,000
40,000
10,000
148,000
Recovery Act, ARRA
25,000
25,000
Bogert Park Special Revenue
-
-
Recreation Special Revenue
500
500
1,000
Park Special Revenue 500 5,000 5,500
Library Special Revenue
200
5,000
5,200
Police Special Revenue
5,000
4,000
4,000
100,000
113,000
Police Domestic Violence
157,500
25,000
182,500
TIF N 7th Corridor 272,000 2,000 274,000
TIF NE Urban Renewal
63,400
500
63,900
TIF Mandeville Farm
34,000
34,000
Lighting Districts
315,000
315,000
Victim/Witness Advocate
70,000
6,000
76,000
REVENUE DETAILS
________________________________________________________________
Approved Budget FY11 59 City of Bozeman, Montana
City of Bozeman Revenues - All
Funds Property Taxes
Special
Assessments
Licenses &
Permits
Inter-
governmental
Charges for
Services
Fines and
Forfeitures
Interest
Income
Other Reve-
nues
Other Financ-
ing Sources TOTAL
Senior Transportation
80,783
80,783
BID Downtown Improv Dist
114,000
114,000
Disaster Relief
2,000
2,000
Parks Master Plan/
Improvement Grants
-
-
Development Impacts
8,000
8,000
Fire Dept Equipment
323,132
5,000
328,132
City/County Joint Drug Forfei-
ture
50,000
5,000
55,000
Story Mansion Special Reve-
nue
20,000
20,000
SID Revolving Fund
20,000
20,000
40,000
Bond S & I Library
318,556
318,556
Bond S & I 1995 Trans Proj
472,110
472,110
2007 Downtown TIF Bonds 426,188 426,188
SID Funds
1,500,000
1,500,000
Construction Funds - -
Water Fund
5,930,508
106,000
46,020
30,000
6,112,528
Water Impact Fee 400,000 75,000 475,000
Waste Water Fund
-
5,833,000
100,000
36,000
9,500,000
15,469,000
Waste Water Impact Fee
400,000
400,000
Solid Waste Fund
2,437,024
50,000
9,787
-
2,496,811
Parking Fund
130,500
198,000
19,000
347,500
Vehicle Maintenance
766,000
-
766,000
Health-Medical Insurance
3,480,000
3,480,000
Cemetery Perpetual Care 4,000 16,000 20,000
TOTALS $ 15,994,856 $1,929,000 $1,051,600 $6,662,657 $24,955,232 $1,596,500
$619,200 $210,807
$15,498,102 $68,517,954
REVENUE DETAILS
________________________________________________________________
Approved Budget FY11 60 City of Bozeman, Montana
REVENUE TRENDS & ANALYSIS
____________________________________________________________
Revenues are estimated for every fund of the city each year. This summary of revenue estimates is sup-
ported by detailed revenue estimates for each fund, as described in the tables beginning on page 58.
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 funds comprise 71%
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 ad-
ministration, police and fire services, court, parks, recreation, and library. Revenue is estimated to be
just under $22.9 Million for the budget year.
The growth in general fund revenues, depicted in the graph above, reflects the following trends:
The approved mill levy for police and firefighter staff and equipment. That levy allows per-
manent increases in property tax levies, beginning in FY09.
Beginning in the late 1990’s, the rapid growth in new construction and annexations, which
increases property taxes collected. Growth in taxable value last budget year was 7.5%, and
had averaged over 8.0% for the previous 5 years. However, the significant decline in local
construction that begin in 2008 will reduce tax dollars from new construction. Fiscal Year
2010 saw 5.5% increase in taxable value. For FY11 there was a 3.2% increase in taxable
values.
For FY09, Increased court revenues, based on the hiring of an additional prosecutor in
FY09. Court revenues tend to grow as we add police officers and as our community be-
comes more of a regional trade-center and tourist area. In FY11, we are estimating court
revenues to increase by $20,000, based on FY10 collections.
Voted county-wide 911 levy and commitment to reduce city mills by an equivalent amount.
Increased State Entitlement Share revenues, based on population growth.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
$30,000,000
1st 8 Years Actual -Last 2 Years Projected
General Fund Revenue
Approved Budget FY11 61 City of Bozeman, Montana
WATER FUND
Shown on the graph below are total water fund revenues, estimated at $6.1 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.
In updating our rate study for slower customer growth, decreased Impact Fee collections and new esti-
mates of Water Plant costs, we estimate needing a 3.2% water rate increase for each of the next three
years (FY11, FY12, FY13) in order to fund plant construction and other scheduled operations and main-
tenance costs.
WASTEWATER FUND
Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years, and are
estimated at $15.5 Million for the budget year. This includes ―proceeds of long term debt‖ of approxi-
mately $9.5 Million for Plant construction. This significant construction project broke ground in May
2009 and is expected to take 3 years to complete. The Wastewater Fund is expected to borrow a total
of $30 Million for the $54 Million project.
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 construction in town. Due to this decline in
growth, the corresponding decline in collection of Impact Fees, and higher-than-expected plant construc-
tion costs, rates are expected to increase 10.2% each year for the next two years (FY11& FY12.)
$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
$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
Approved Budget FY11 62 City of Bozeman, Montana
SOLID WASTE FUND
Revenues in the Solid Waste Fund were significant effected 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 will increase 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 haul-
ing and tipping services. Solid waste fund revenues, including curbside recycling fees for the year, are
estimated at $2.5 Million.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
1st 8 Years Actual -Last 2 Years Projected
Solid Waste Fund Revenues
Approved Budget FY11 63 City of Bozeman, Montana
Approved Budget FY11 64 City of Bozeman, Montana
EXPENDITURE DETAILS
________________________________________________________________
Personnel &
Benefits Operations Capital Debt Service Transfers
Other Financing
Uses TOTAL
General Fund $ 15,372,287 $ 6,446,956 $ 799,800 $ 150,000 $ 582,371 $ 23,351,414
Planning Fund
667,186
63,179
730,365
Health-Medical Insurance
1,962,219
1,962,219
Comprehensive Insurance
464,696
464,696
PERS Fund
476,713
476,713
Police Pension Fund 492,421 492,421
Firemans Pension Fund
340,380
340,380
Community Transportation 10,515 10,515
Highway Safety Improvement Projects
-
-
Gas Tax
216,500
400,000
616,500
Street Maintenance
1,161,487
877,311
328,456
85,000
2,452,254
Tree Maintenance 315,202 118,424 - 433,626
Fire Impact Fee
17,500
150,000
167,500
Street Impact Fee 350,000 350,000
Building Inspection Fund
590,659
197,894
788,553
TIFD Downtown Improvement
1,000,000
426,188
1,426,188
HUD Projects
975,000
975,000
Community Housing Fund 40,000 40,000
Housing Revolving Loan
14,400
14,400
Downtown Blast Clean-Up Loan Fund
-
Drug Forfeiture Fund 170,125 8,000 178,125
Fish Wildlife & Park Mgmt
-
-
Recovery Act, ARRA
25,000
25,000
Bogert Park Special Revenue
-
-
Recreation Special Revenue 1,000 1,000
Cemetery Special Revenue
-
-
Park Special Revenue 12,000 12,000
Library Special Revenue
7,900
7,900
Law & Justice Center
20,000
20,000
Police Special Revenue
74,707
12,710
87,417
Police Domestic Violence
181,250
181,250
Approved Budget FY11 65 City of Bozeman, Montana
EXPENDITURE DETAILS
________________________________________________________________
Personnel &
Benefits Operations Capital Debt Service Transfers
Other Financing
Uses TOTAL
Sustainability Grant
15,500
15,500
TIF N 7th Corridor
505,000
505,000
TIF NE Urban Renewal District
75,000
75,000
TIF Mandeville Farm Industrial
-
Lighting Districts
315,000
315,000
Victim/Witness Advocate 79,500 79,500
Senior Transportation
80,783
80,783
BID Downtown Improv Dist 114,000 114,000
Disaster Relief
-
Parks Master Plan/Improvement Grants
-
-
Insurance Proceeds
-
-
Development Impacts - -
Fire Dept Equipment
510,000
510,000
City/County Joint Drug Forfeiture - -
Story Mansion Special Revenue
30,852
30,852
SID Revolving Fund
-
Bond S & I Library
318,556
318,556
Bond S & I 1995 Trans Proj 420,110 420,110
2007 Downtown TIF Bonds
426,188
426,188
SID Funds 1,500,000 1,500,000
Construction Funds
-
Water Fund
1,761,891
2,240,550
6,745,303
32,916
10,780,660
Water Impact Fee
700,000
700,000
Waste Water Fund 1,544,141 2,495,774 21,998,515 26,038,430
Waste Water Impact Fee
-
400,000
400,000
Solid Waste Fund 1,028,060 1,243,455 132,350 2,403,865
Parking Fund
183,557
180,210
363,767
Vehicle Maintenance 287,929 452,735 26,500 767,164
Health-Medical Insurance
3,480,000
3,480,000
Cemetery Perpetual Care 16,000 16,000
TOTALS $ 23,157,231 $ 21,536,398 $ 31,990,924 $ 2,950,270 $ 4,884,800 $ 426,188 $ 84,945,811
Approved Budget FY11 66 City of Bozeman, Montana
EXPENDITURE TRENDS & ANALYSIS
___________________________________________________________________________
This section provides a historical trend analysis of the expenditures of the major funds of the city. In-
creases and decreases in a funds’ expenditure levels is a natural occurrence. The most important point
is to understand what factors are causing a funds’ expenditure levels to change. General fund expendi-
tures 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 in-
volved.
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 ad-
ministration, police and fire services, court, parks, recreation, and library. Expenditures total $23.3M for
this fiscal year.
The increase in expenditure levels of the General Fund can be tied to the growth trend of our commu-
nity; 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.
In addition, expanding buildings to accommodate more citizens and employees results in increased
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 as-
sociated equipment.
WATER FUND
The following chart depicts the trend in the Water Fund, and shows the result of sporadic large improve-
ment projects being undertaken in FY04-08, and again in FY11. In 2004, we began design and con-
struction on the Hyalite Transmission Main, which greatly improved service for the City’s water supply
from Hyalite reservoir. That project was completed in FY2006. FY2011 expenditures total roughly
$10.8 Million, and includes spending on the first year of construction of our new Water Treatment Facil-
ity, 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 3-5 years.
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
General Fund Expenditures
Approved Budget FY11 67 City of Bozeman, Montana
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 Col-
lection System, and was fully utilized by the end of the FY05.
FY11 expenditures are estimated at $26.0 Million. As a result of our most recent Wastewater Facility
Study, the city immediately embarked on the design and construction of a new Water Reclamation Facil-
ity. In November 2008, the City approved bids for a project totaling $54Million. We broke ground in May
2009 and anticipate 3 years of construction spending. FY11 budget anticipates construction project ex-
penditures of over $20.0 Million.
SOLID WASTE
Expenditures in the Solid Waste Fund have 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 and
curbside recycling, in addition to our regular garbage collection routes. Expenditures are estimated to
total $2.6 Million for Collection and Recycling purposes this year.
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
Water Fund Expenditures
Approved Budget FY11 68 City of Bozeman, Montana
$0
$2,000,000
$4,000,000
$6,000,000
Solid Waste Fund Expenditures
Approved Budget FY11 69 City of Bozeman, Montana
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’ fi-
nancial 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 ad-
ministration, 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 unex-
pected 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 de-
cline in FY07 is attributed to the City’s share of the purchase of the Lamme Library property for $1 Mil-
lion. 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 FY11
Budget ends the year with a Unreserved Fund Balance level of $4.0 Million.
The graph on the next page shows the unreserved general fund balance in relation to the annual operat-
ing revenue of the fund. The decline in FY 03 was the result of the acquisition of the Story Mansion.
Again, the decline in FY07 is attributed to the purchase of the Lamme Library property. The FY11 year
$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
Approved Budget FY11 70 City of Bozeman, Montana
is projected to end at 17.4% of FY11 operating revenues. The City recently adopted GFOA’s Best Prac-
tice 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.
WATER FUND
The graph below depicts the working capital balance of the city’s water fund. This graph typifies the sig-
nificant fluctuations that result from large infrastructure expenditures. 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 Trans-
mission 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. FY11 budget projects an
ending balance of $8.2 Million.
WASTEWATER FUND
As seen by the graph of the wastewater fund on the next page, the fund’s working capital balance has
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
Approved Budget FY11 71 City of Bozeman, Montana
been steadily growing over the past 10 years. The large balance in FY 01 provided needed matching
funds for a $5 million federal grant. The reduction in FY 03 reflects expenditures associated with the
federal grant. 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 substan-
tial investment in the City’s wastewater facility in decades. FY11 ending working capital balance is esti-
mated at $2.6 Million.
SOLID WASTE FUND
The graph of the solid waste fund working capital shows a relatively low balance in fiscal year 2001 due
to the installation costs of a liner for the City’s landfill, totaling approximately $2 million. The steady in-
creases in FY 02 through FY 04 resulted from the large increase in 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 recy-
cling program in addition to the current garbage collection services. The new recycling program re-
quired 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. This will result in an ending working capital balance of ap-
proximately $1 Million.
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
1st 8 Years Actual -Last 2 Projected
Wastewater Fund -Working Capital
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
1st 8 Years Actual -Last 2 Years Projected
Solid Waste Fund -Working Capital
Approved Budget FY11 72 City of Bozeman, Montana
Revenue and Expenditure Details For Each Fund
The following table lists the Revenues & Other Financing Sources and the Expenditures and Other Uses
for each of the City’s Funds.
FY09 FY10 FY11
Actuals Approved Approved
General Fund
Revenues
Property Taxes $8,352,950 $8,843,899 $8,923,973
Gallatin County Option 1,037,190 1,050,000 950,000
Business/Animal Licenses 275,012 262,500 263,100
Permits 6,535 4,000 4,000
Grants 251,633 303,570 189,720
County Shared 451,452 454,230 454,230
State Shared 4,256,007 4,437,014 4,576,996
General Government 1,649,044 1,559,781 1,564,235
Public Safety 152,359 152,012 150,457
Public Welfare 598,001 621,195 569,548
Library Fines 61,679 55,000 52,000
Police Court Fines 1,190,785 1,091,500 1,111,500
Weed Mowing Fines - - -
Parking Fines 54,436 55,000 55,000
Animal Control Fines 24,285 20,000 20,000
Snow Removal Fines - - -
Miscellaneous Fines 471 - -
Interest Income 66,042 70,000 70,000
Admin Reimbursement
Cash Over/Short
Donations - - -
Miscellaneous Revenue 4,621 10,000 10,000
Refunds & Reimburse-
ments 43,459 8,000 8,000
Rents and Royalties - - -
Sales 47,009 - -
Street & Alley Vacation - 500 500
Transfers 3,356,803 3,659,085 4,009,399
Proceeds-Asset Disposi-
tion - 10,000 10,000
Compensation for Loss - - -
Total Revenues $21,879,773 $22,667,286 $22,992,658
Expenditures
Personnel & Benefits $14,055,009 14,471,053 $15,372,287
Operations 4,680,481 6,400,116 6,446,956
Capital 659,879 484,340 799,800
Debt Service - 108,000 150,000
Transfers 1,641,830 1,460,805 582,371
Total Expenditures $21,037,199 $22,924,314 $23,351,414
Approved Budget FY11 73 City of Bozeman, Montana
Special Revenue Funds FY09 Actual FY10 Approved FY11 Approved
100 - Planning Fund
Revenues
Property Taxes 151,166 156,580 161,564
Grants 5,500 5,500 5,500
County Shared - 18,000 -
State Shared 79,646 53,141 71,000
General Government 237,700 220,000 125,960
Interest Income 139 - -
Refunds & Reimbursements 21,435 19,000 33,000
Transfers 476,500 348,000 352,000
Total Revenues 972,086 820,221 749,024
Expenditures
Personnel & Benefits 755,524 712,013 667,186
Operations 81,551 65,351 63,179
Capital - - -
Transfers
Total Expenditures 837,075 777,364 730,365
103 - Health-Medical Insurance
Revenues
Property Taxes 1,792,137 1,853,073 1,962,219
County Shared
Total Revenues 1,792,137 1,853,073 1,962,219
Expenditures
Transfers 1,803,267 1,853,073 1,962,219
Total Expenditures 1,803,267 1,853,073 1,962,219
104 - Liability Insurance
Revenues
Property Taxes 334,775 360,917 382,104
County Shared
State Shared 77,637 78,555 82,592
Total Revenues 412,412 439,472 464,696
Expenditures
Transfers 413,040 439,472 464,696
Total Expenditures 413,040 439,472 464,696
105 - PERS Fund
Revenues
Property Taxes 333,434 371,878 392,605
State Shared 78,924 79,997 84,108
Total Revenues 412,358 451,875 476,713
Expenditures
Transfers 413,713 451,875 476,713
Total Expenditures 413,713 451,875 476,713
106 - Police Pension Fund
Revenues
Property Taxes 306,922 339,779 359,484
State Shared 124,266 126,439 132,937
Total Revenues 431,188 466,218 492,421
Expenditures
Transfers 428,626 482,573 492,421
Total Expenditures 428,626 482,573 492,421
Approved Budget FY11 74 City of Bozeman, Montana
107 - Firemans Pension Fund FY09 Actual FY10 Approved FY11 Approved
Revenues
Property Taxes 202,792 223,127 239,926
State Shared 94,412 95,544 100,454
Total Revenues 297,204 318,671 340,380
Expenditures
Transfers 295,434 318,671 340,380
Total Expenditures 295,434 318,671 340,380
108 - Community Transportation
Revenues
Grants 48,869
Refunds & Reimbursements -
Transfers 163,388 30,515 10,515
Total Revenues 212,257 30,515 10,515
Expenditures -
Personnel & Benefits - -
Operations 4,482 30,515 10,515
Capital 56,444 - -
Total Expenditures 60,926 30,515 10,515
109 - Highway Safety Improvement Projects
Revenues
Interest Income 588 - -
Total Revenues 588 - -
Expenditures
Operations - 21,000 -
Total Expenditures 19,000 21,000 -
110 - Gas Tax
Revenues
State Shared 630,724 650,000 650,000
Interest Income 7,084 7,500 7,500
Total Revenues 637,808 657,500 657,500
Expenditures
Operations 215,704 216,500 216,500
Capital 458,940 400,000 400,000
Total Expenditures 674,644 616,500 616,500
111 - Street Maintenance
Revenues
Penalty & Interest 8,757 - -
Permits 10,936 20,000 20,000
State Shared 875 - -
Public Service 2,039,587 2,130,023 2,116,000
Interest Income 12,931 15,000 15,000
Miscellaneous Revenue 186,426
Refunds & Reimbursements
Proceeds-Asset Disposition
Total Revenues 2,259,512 2,165,023 2,151,000
Expenditures
Personnel & Benefits 1,045,629 1,091,083 1,161,487
Operations 744,713 820,573 877,311
Capital 370,854 180,000 328,456
Debt Service 86,366 85,000
Total Expenditures 2,247,562 2,091,656 2,452,254
Approved Budget FY11 75 City of Bozeman, Montana
112 - Tree Maintenance FY09 Actual FY10 Approved FY11 Approved
Revenues
Penalty & Interest 1,787
State Shared 247
Public Service 393,937 397,875 400,000
Interest Income 6,032 7,000 7,000
Refunds & Reimbursements
Sales 7,990 10,000 10,000
Proceeds-Asset Disposition 54,261
Total Revenues 464,254 414,875 417,000
Expenditures
Personnel & Benefits 295,099 292,116 315,202
Operations 102,135 114,002 118,424
Capital 17,847 185,204 -
Total Expenditures 415,081 591,322 433,626
113 - Fire Impact Fee
Revenues
Public Safety 186,690 185,640 150,000
Interest Income 57,049 - -
Proceeds of Long Term Debt - - -
Total Revenues 243,739 185,640 150,000
Expenditures
Operations 11,871 17,500
Capital -
Transfers 2,392,027 185,640 150,000
Total Expenditures 2,403,898 185,640 167,500
114 - Street Impact Fee
Revenues
Public Service 1,199,719 750,000 600,000
Interest Income 180,785 100,000 100,000
Admin Reimbursement
Total Revenues 1,380,504 850,000 700,000
Expenditures
Operations 96,697
Capital 651,398 600,000 350,000
Total Expenditures 748,095 600,000 350,000
115 - Building Inspection Fund
Revenues
Permits 848,348 854,600 634,000
State Shared 38,613
General Government 1,448 4,000 3,000
Public Safety 303 500 500
Refunds & Reimbursements 778 - -
Interest Income 20,095 10,000 6,000
Total Revenues 909,585 869,100 643,500
Expenditures
Personnel & Benefits 845,430 643,956 590,659
Operations 206,577 217,753 197,894
Capital - - -
Total Expenditures 1,052,007 861,709 788,553
Approved Budget FY11 76 City of Bozeman, Montana
116 - TIFD Downtown Improvement FY09 Actual FY10 Approved FY11 Approved
Revenues
Property Taxes 676,300 635,287 1,059,000
State Shared 34,620 34,620 34,620
Interest Income 5,000 5,000 10,000
Total Revenues 715,920 674,907 1,103,620
Expenditures
Operations 299,398 210,000 1,000,000
Other Financing Uses 416,222 425,000 426,188
Total Expenditures 715,620 635,000 1,426,188
118 - HUD Projects
Revenues
Interest Income - - -
Loan Principal - - -
Loan Interest - - -
Grants - - 975,000
Refunds & Reimbursement - - -
Total Revenues - - 975,000
Expenditures
Operations - - 975,000
Total Expenditures - - 975,000
119 - Economic Development Loan
Interest Income - - -
Loan Principal - 175,000 -
Loan Interest - 40,000 -
Grants
Total Revenues - 215,000 -
Expenditures
Operations - 215,000 -
Total Expenditures - 215,000 -
120 - Community Housing Fund
Revenues
Transfer In (from Gfund) 105,600 78,290 40,000
Interest Income 7,339 5,000 5,000
Loan Principal 5,000 5,000 5,000
Total Revenues 117,939 88,290 50,000
Expenditures
Personnel 4,659 - -
Operations 110,077 40,000 40,000
Total Expenditures 114,736 40,000 40,000
121 - Housing Revolving Loan
Revenues
Interest Income 3,090 - 3,000
Loan Principal 4,143 8,000 4,000
Loan Interest - - -
Total Revenues 7,233 8,000 7,000
Expenditures
Operations 54,400 14,400 14,400
Total Expenditures 54,400 14,400 14,400
Approved Budget FY11 77 City of Bozeman, Montana
FY09 Actual FY10 Approved FY11 Approved
121 - Housing Revolving Loan
Revenues
Interest Income 3,090 - 3,000
Loan Principal 4,143 8,000 4,000
Loan Interest - - -
Total Revenues 7,233 8,000 7,000
Expenditures
Operations 54,400 14,400 14,400
Total Expenditures 54,400 14,400 14,400
122 - Downtown Blast Clean-Up Loan Fund
Interest Income - - -
Loan Principal - - -
Loan Interest - - -
Transfers In 210,000 - -
Total Revenues 210,000 - -
Expenditures
Operations 210,000 - -
Total Expenditures 210,000 - -
125 - Drug Forfeiture Fund
Revenues
50,786 98,000 98,000 Grants
Police Court Fines 42,887 50,000 40,000
Miscellaneous Revenue 39,292 10,000 10,000
Other Financing Sources 128,160
Total Revenues 261,125 158,000 148,000
Expenditures
Personnel & Benefits 159,447 164,944 170,125
Operations 9,515 8,500 8,000
Total Expenditures 168,962 173,444 178,125
128 - Fish Wildlife & Park Mgmt
Revenues
Grants
Other Revenue - - -
Total Revenues - - -
Expenditures
Operations 15,000 15,000 -
Capital
Total Expenditures 15,000 15,000 -
129 - Recovery Act, ARRA
Revenues
Grants - 796,500 25,000
Transfers In/Other 1,434 - -
Total Revenues 1,434 796,500 25,000
Expenditures
Operations 2,567 796,500 25,000
Capital
Total Expenditures 2,567 796,500 25,000
Approved Budget FY11 78 City of Bozeman, Montana
FY09 Actual FY10 Approved FY11 Approved
130 - Americans with Disability
Revenues
Interest Income 990 - -
Total Revenues 990 - -
Expenditures
Operations 32,000 - -
Capital
Total Expenditures 32,000 - -
131 - Beautification of Bozeman
Revenues
Donations 630 4,000 1,000
Interest Income - - -
Total Revenues 630 4,000 1,000
Expenditures
Operations 3,736 5,800 -
Total Expenditures 3,736 5,800 -
132 - Bogert Park Special Revenue
Revenues
Donations 1,115 - -
Transfers & Other Revenue 5,580 - -
Total Revenues 6,695 - -
Expenditures
Capital 50,979 - -
Total Expenditures 50,979 - -
133 - Recreation Special Revenue
Revenues
Interest Income 908 500 500
Donations 684 500 500
Total Revenues 1,592 1,000 1,000
Expenditures
Operations 3,787 1,000 1,000
Total Expenditures 3,787 1,000 1,000
135 - Cemetery Special Revenue
Revenues
Interest Income 61 - -
Donations - - -
Total Revenues 61 - -
Expenditures
Operations - 2,200 -
Total Expenditures - 2,200 -
136 - Park Special Revenue
Revenues
Interest Income 446 500 500
7,003 5,000 5,000
Total Revenues 7,449 5,500 5,500
Expenditures
Capital 3,681 12,000 12,000
Transfers to Other Funds 4,186 - -
Total Expenditures 7,867 12,000 12,000
Approved Budget FY11 79 City of Bozeman, Montana
137 - Library Special Revenue FY09 Actual FY10 Approved FY11 Approved
Revenues
Grants 1,545 - -
Interest Income 259 200 200
Donations 6,381 5,000 5,000
Refunds & Reimbursements - - -
Total Revenues 8,185 5,200 5,200
Expenditures
Operations 3,165 7,900 7,900
Transfers - - -
Total Expenditures 3,165 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 21,388
Public Safety 4,019 5,000 5,000
Interest Income 6,014 4,000 4,000
Donations 7,575 4,000 4,000
Miscellaneous Revenue - - -
Transfers 100,000 100,000 100,000
Total Revenues 138,996 113,000 113,000
Expenditures
Personnel & Benefits 82,377 72,405 74,707
Operating 10,540 71,510 12,710
Transfers - - -
Total Expenditures 92,917 143,915 87,417
140 - Police Domestic Violence
Revenues
Grants 104,148 157,500 157,500
Refunds & Reimbursements
25,000
Total Revenues 104,148 157,500 182,500
Expenditures
Personnel 70,546
Operating 104,147 160,500 181,250
Total Expenditures 104,147 160,500 181,250
142 - Sustainability Grant
Revenues
Grants 20,500 29,500 -
Total Revenues 20,500 29,500 -
Expenditures
Operating 20,500 14,000 15,500
Total Expenditures 20,500 14,000 15,500
143 - TIF N 7th Corridor
Revenues
Property Taxes 56,092 272,000 272,000
Interest Income 1,318 500 2,000
Transfers
Total Revenues 57,410 272,500 274,000
Expenditures
Operating 40 130,000 505,000
Total Expenditures 40 130,000 505,000
Approved Budget FY11 80 City of Bozeman, Montana
144 - TIF NE Urban Renewal District FY09 Actual FY10 Approved FY11 Approved
Revenues
Property Taxes 44,329 63,400 63,400
Interest Income 1,112 500 500
Transfers
Total Revenues 45,441 63,900 63,900
Expenditures
Operating 45 125,000 75,000
Total Expenditures 45 125,000 75,000
145 - TIF Mandeville Farm Industrial
Revenues
Property Taxes - 34,000 34,000
Refunds & Reimbursements
Transfers
Total Revenues - 34,000 34,000
Expenditures
Operating 51,342 - -
Total Expenditures 51,342 - -
146 - Lighting Districts
Revenues
Special Assessments 486,468 170,000 315,000
Interest Income 5,622 - -
Total Revenues 492,090 170,000 315,000
Expenditures
Operating 316,914 150,000 315,000
Total Expenditures 316,914 150,000 315,000
174 - Victim/Witness Advocate
Revenues
Police Court Fines 77,162 70,000 70,000
Interest Income 9,647 6,000 6,000
Total Revenues 86,809 76,000 76,000
Expenditures
Operating 26,092 72,000 79,500
Total Expenditures 26,092 72,000 79,500
175 - Senior Transportation
Revenues
Property Taxes 73,829 76,403 80,783
State Shared
Interest Income 442
Total Revenues 74,271 76,403 80,783
Expenditures
Operating 72,965 76,403 80,783
Total Expenditures 72,965 76,403 80,783
176 - BID Downtown Improv Dist
Revenues
Assessments 114,223 114,000 114,000
Total Revenues 114,223 114,000 114,000
Expenditures
Operating 143,179 114,000 114,000
Total Expenditures 143,179 114,000 114,000
Approved Budget FY11 81 City of Bozeman, Montana
183 - Fire Dept Special Revenue FY09 Actual FY10 Approved FY11 Approved
Revenues
Grants 147,826 - -
Donations 2,922 - -
Total Revenues 150,748 - -
Expenditures
Operating 89,558 - -
Capital 122,164 - -
Total Expenditures 211,722 - -
184 - Parks Master Plan/Improvement Grants
Revenues
Transfers 150,000 100,000 -
Total Revenues 150,000 100,000 -
Expenditures
Capital 62,952 100,000 -
Total Expenditures 62,952 100,000 -
185 - Insurance Proceeds
Revenues
Transfers In - - -
Interest Income 6,905 - -
Total Revenues 6,905 - -
Expenditures
Capital - - -
Total Expenditures - - -
186 - Development Impacts
Revenues
Transfers In - - -
Interest Income 19,416 8,000 8,000
Donations 200,000 - -
Total Revenues 219,416 8,000 8,000
Expenditures
Operating 84,000 765,000 -
Total Expenditures 84,000 765,000 -
187 - Fire Dept Equipment
Revenues
Property Taxes 283,310 313,160 323,132
State Shared - - -
Interest Income 9,420 5,000 5,000
Total Revenues 292,730 318,160 328,132
Expenditures
Operating
Capital 367,440 - 510,000
Total Expenditures 367,440 - 510,000
188 - City/County Joint Drug Forfeiture
Revenues
Fines 145,531 50,000 50,000
Interest Income 7,926
Donations - 5,000 5,000
Total Revenues 153,457 55,000 55,000
Expenditures
Operating 179,591
Capital 88,106 335,000 -
Total Expenditures 267,697 335,000 -
Approved Budget FY11 82 City of Bozeman, Montana
189 - Story Mansion Special Revenue FY09 Actual FY10 Approved FY11 Approved
Revenues
Charges for Sevices - 44,200 20,000
Interest Income - -
Donations - 20,000
Total Revenues - 44,200 40,000
Expenditures
Operating 104 28,139 30,852
Capital - -
Total Expenditures 104 28,139 30,852
850 - Cash in Lieu of Parkland
Revenues
Cash in Lieu of Parkland - -
Interest Income - -
Total Revenues -
Expenditures
Transfers - -
Total Expenditures - -
Debt Service Funds
300 - SID Revolving Fund
Revenues
Personal Property
Miscellaneous
General Government 17,724 20,000 20,000
Interest Income - - -
Transfers 17,724 20,000 20,000
Total Revenues 54,302 20,000 20,000
Expenditures
Capital - - -
Debt Service - - -
Total Expenditures - - -
301 - Bond S & I Library
Revenues
Property Taxes 319,621 315,486 318,556
County Shared
Miscellaneous
Interest Income 6,867
Total Revenues 326,488 315,486 318,556
Expenditures
Debt Service 316,885 315,486 318,556
Total Expenditures 316,885 315,486 318,556
302 - Bond S & I 1995 Trans Proj
Revenues
Property Taxes 461,635 468,136 472,110
Personal Property
County Shared
State Shared
Interest Income
Proceeds-Long -Term Debt
Total Revenues 461,635 468,136 472,110
Expenditures
Operating
Debt Service 416,015 416,136 420,110
Total Expenditures 416,015 416,136 420,110
Approved Budget FY11 83 City of Bozeman, Montana
305 - 2007 Downtown TIF Bonds FY09 Actual FY10 Approved FY11 Approved
Revenues
Property Taxes - - -
Transfers In 416,222 425,287 426,188
Total Revenues 416,222 425,287 426,188
Expenditures
Operating
Debt Service 425,588 416,222 426,188
Total Expenditures 425,588 416,222 426,188
310-444 - SID Funds
Revenues
Special Assessments 1,022,641 1,500,000 1,500,000
Interest Income 49,788
Miscellaneous Revenue
Transfers
Total Revenues 1,072,429 1,500,000 1,500,000
Expenditures
Transfers
Debt Service 631,395 1,500,000 1,500,000
Total Expenditures 631,395 1,500,000 1,500,000
Construction Funds
504-558 - Construction Funds
Revenues
Grants 561,366 - -
Interest Income - - -
Other Revenues 2,166
Other Financing Sources 3,167,947 1,704,000 -
Total Revenues 3,731,479 1,704,000 -
Expenditures
Operating 54,004
Capital 8,372,780 - -
Total Expenditures 8,426,784 - -
Enterprise Funds
600 - Water
Revenues
Grants - - -
State Shared 1,432 - -
Utility Charges 5,906,409 6,286,689 5,930,508
Interest Income 288,996 94,000 106,000
Miscellaneous Revenue - - -
Refunds & Reimbursements 1,084 1,010 1,020
Rents and Royalties - 40,400 45,000
Cash in Lieu of Water Rights 32,338 30,000 30,000
Contriubted Capital/Other 2,916,756 - -
Proceeds-Principal Payments Rec'd
Total Revenues 9,147,015 6,452,099 6,112,528
Expenditures
Personnel & Benefits 1,730,035 1,698,091 1,761,891
Operating 10,063,637 2,352,799 2,240,550
Capital 1,393,641 2,448,768 6,745,303
Debt Service 93,312 31,547 32,916
Transfers 75,523
Total Expenditures 13,356,148 6,531,205 10,780,660
Approved Budget FY11 84 City of Bozeman, Montana
610 - Water Impact Fee FY09 Actual FY10 Approved FY11 Approved
Revenues
Utilities & Enterprise 768,363 400,000 400,000
Interest Income 178,965 125,000 75,000
Admin Reimbursement
Total Revenues 947,328 525,000 475,000
Expenditures
Operating 73,007
Capital 295,220 892,643 700,000
Transfers - - -
Total Expenditures 368,227 892,643 700,000
620 - Waste Water
Revenues
Grants - 678,000 -
State Shared 1,262 - -
Utility Charges 4,905,774 4,678,324 5,833,000
Interest Income 154,468 100,000 100,000
Contriubted Capital/Other 1,463,746 1,000 6,000
Refunds & Reimbursements 63,005 35,000 30,000
Rents and Royalties
Proceeds of Long Term Debt 15,323,000 9,500,000
Total Revenues 6,588,255 20,815,324 15,469,000
Expenditures
Personnel & Benefits 1,515,450 1,528,888 1,544,141
Operating 8,723,237 2,255,951 2,495,774
Capital 6,672,228 16,974,024 21,998,515
Debt Service - - -
Transfers 50,659 - -
Total Expenditures 16,961,574 20,758,863 26,038,430
621 - EPA Grant
Revenues
Grants - -
Transfers - - -
Total Revenues - -
Expenditures
Operating -
Capital - - -
Total Expenditures -
-
630 - Waste Water Impact Fee
Revenues
Utility Charges 663,767 400,000 400,000
Interest Income 268,560 - -
Admin Reimbursement
Total Revenues 932,327 400,000 400,000
Expenditures
Operating 55,209 - -
Capital - 4,725,000 -
Transfers - - 400,000
Total Expenditures 55,209 4,725,000 400,000
Approved Budget FY11 85 City of Bozeman, Montana
640 - Solid Waste FY09 Actual FY10 Approved FY11 Approved
Revenues
Recycling Revenue 183,652 251,737 119,743
Collection Route Assessments 2,002,467 2,323,691 2,317,281
Tipping Fees - - -
Interest Income 63,145 50,000 50,000
Commercial Roll-Off Container Reve-
nue 15,302 21,966 7,787
Miscellaneous Revenue 10,870 - 2,000
Rents and Royalties - -
Proceeds-Asset Disposition 117,100 10,000 -
Total Revenues 2,392,536 2,657,394 2,496,811
Expenditures
Personnel & Benefits 1,105,734 1,069,519 1,028,060
Operating 1,581,857 1,256,675 1,243,455
Capital 799,178 390,000 132,350
Debt Service -
Transfers 195,330
Total Expenditures 3,682,099 2,716,194 2,403,865
650 - Parking
**established for
FY2009
Revenues
Licenses and Permits 74,724 107,500 130,500
Fines and Forfeitures 162,331 270,500 198,000
Interest Income - - -
Miscellaneous 12,357,898 15,000 19,000
Total Revenues 12,594,953 393,000 347,500
Expenditures
Personnel & Benefits 213,707 263,503 183,557
Operating 552,750 181,272 180,210
Capital 6,852,312 - -
Total Expenditures 7,618,769 444,775 363,767
Internal Service Funds
710 - Vehicle Maintenance
Revenues
State Shared 205 - -
General Government 554,628 623,000 766,000
Interest Income - - -
Proceeds-Asset Disposition 89,323 1,900,000 -
Total Revenues 644,156 2,523,000 766,000
Expenditures
Personnel & Benefits 239,982 239,813 287,929
Operating 347,132 384,492 452,735
Capital 119,255 1,906,519 26,500
Total Expenditures 706,369 2,530,824 767,164
720 - Health-Medical Insurance
Revenues
Premium Revenue 3,223,455 3,306,159 3,480,000
Interest Income - - -
Refunds & Reimbursements 23,500 -
Total Revenues 3,246,955 3,306,159 3,480,000
Expenditures
Operating 3,306,159 3,306,159 3,480,000
Total Expenditures 3,306,159 3,306,159 3,480,000
Approved Budget FY11 86 City of Bozeman, Montana
Permanent Funds FY09 Actual FY10 Approved FY11 Approved
800 - Cemetery Perpetual Care
Revenues
Public Welfare 6,604 4,000 4,000
Interest Income 15,836 16,000 16,000
Total Revenues 22,440 20,000 20,000
Expenditures
Transfers 15,836 16,000 16,000
Total Expenditures 15,836 16,000 16,000
Approved Budget FY11 87 City of Bozeman, Montana
GENERAL GOVERNMENT INDEX
CITY COMMISSION
PAGE 89
CITY MANAGER
93
MUNICIPAL COURT
99
CITY ATTORNEY
104
FINANCE
109
PLANNING
115
FACILITIES MANAGEMENT
120
INFORMATION TECHNOLOGY
123
Approved Budget FY11 88 City of Bozeman, Montana
Approved Budget FY11 89 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
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 over-
lapping 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 Clerk of the Com-
mission function was moved from the City Commission department to that of the City Manager.
MAJOR OBJECTIVES
To work closely with the administration and other government officials to lobby for
state legislation beneficial to cities.
To develop broadly-based city-wide support for economic development and to fos-
ter coordination of public and private resources as a means of enhancing economic
prosperity and environmental quality.
To improve public facilities and the quality of services delivered to the public in or-
der to meet the needs of the citizenry.
To cooperate with other governmental entities in order to provide services efficiently
and effectively and in a manner resulting in the most equitable distribution of the tax
burden.
To ensure that all decisions are protective of the health, safety and general welfare
of the citizens of this community.
Approved Budget FY11 90 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
FY10 & FY11 ANTICIPATED ACCOMPLISHMENTS
The Commission’s adopted work plan encompasses an
18-24 month period, and is listed in detail on pages 24-28.
The New Policy Initiatives are:
1. Enhance Downtown Development Opportunities
2. Reform the development review process without decreasing quality
3. Economic Development
4. Develop a plan to address deferred infrastructure maintenance
5. Determine future of Mandeville Farm & Story Mansion
Approved Budget FY11 91 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 2.10 2.10 2.10 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 97,326 $ 96,284 $ 82,301 $ (13,983) -15%
2000 - 7599 Operating 84,114 84,200 92,983 8,783 10%
8000 - 8999 Capital - - -
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 181,440 $ 180,484 $ - $ 175,284 $ (5,200) -3%
EXPENDITURES BY DIVISION
Division
1110 City Commission $ 181,440 $ 172,984 $ - $ 169,284 $ (3,700) -2%
1130 Special Bodies/Stdy Com/Ethics Brd 7,500 6,000 $ (1,500) -20%
Total All Divisions $ 181,440 $ 180,484 $ - $ 175,284 $ (5,200) -3%
EXPENDITURES BY FUND
Fund
010 General Fund $ 181,440 $ 180,484 $ - $ 175,284 $ (5,200) -3%
Total All Funds $ 181,440 $ 180,484 $ - $ 175,284 $ (5,200) -3%
Approved Budget FY11 92 City of Bozeman, Montana
BOZEMAN CITY COMMISSION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 07
Actual
FY 08
Actual
FY 09
Budgeted
FY10
Budgeted
Ordinances Passed 18 25 25 25
Resolutions Passed 103 100 100 75
Commission Meetings 76 76 76 80
Public Hearings 156 156 156 165
Hours of Meetings 230 200 200 240
Pages of Minutes 850 400 400 576
Approved Budget FY11 93 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
PROGRAM DESCRIPTION
The purpose of the staff of the City Manager’s Office is to provide overall leadership, direction,
coordination, and support of the activities for the City’s workforce. The City Manager’s Office
also ensures that quality, effective, and efficient services are provided within the law, the poli-
cies of the Bozeman City Commission, and the resources of the City. The City Manager pro-
vides information to the City Commission that supports their ability to make informed policy de-
cisions.
Divisions within the City Manager’s office include: Administration, City Clerk, Personnel, and
Neighborhoods.
The purpose of the Office of Personnel is to support City functions by ensuring the capability
and stability of the workforce. The Director supports administrators and workforce members
with current lawful information that provides sound recruitment practices and protects the em-
ployment rights of the City and the workforce member.
The duties of the City Clerk include: attending all Commission meetings, preparing minutes,
keeping official records of the City, publishing notices as needed and as required by law, act-
ing as a staff person for the Commission, and preparing the Commission agenda in conjunc-
tion with the City Manager.
Neighborhood Program: The Neighborhood Program is lead by the Assistant to the City Man-
ager 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 Develop-
ment among other responsibilities outlined in BMC 2.82.130 Section A., 1 – 9.
Approved Budget FY11 94 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
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;
Maintaining an effective Neighborhood Program.
Maintain a current knowledge of regulations pertaining to employment and their effect on that
resource by:
The director of Human Resources, the City Attorney and the City Manager 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 harass-
ment 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.
Approved Budget FY11 95 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 10.50 10.50 2.00 11.50 10%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 715,224 $ 733,685 $ 25,000 $ 739,101 $ (19,584) -1%
2000 - 7599 Operating 84,252 127,165 - 177,571 $ 50,406 24%
8000 - 8999 Capital - - 8,700 $ 8,700 0%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 799,476 $ 860,850 $ 25,000 $ 925,372 $ 39,522 4%
EXPENDITURES BY DIVISION
Division
1210 City Administration $ 409,677 438,750 $ - $ 377,633 $ (61,117) -14%
1220 City Clerk 128,927 129,205 - 144,708 $ 15,503 12%
1230 Human Resources 191,493 212,565 273,344 $ 60,779 29%
1260 Neighborhood/Economic Dev Prgrams 69,379 80,330 25,000 129,687 $ 24,357 23%
Total All Divisions $ 799,476 $ 860,850 $ 25,000 $ 925,372 $ 39,522 4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 799,476 $ 860,850 $ 25,000 $ 925,372 $ 39,522 4%
Total All Funds $ 799,476 $ 860,850 $ 25,000 $ 925,372 $ 39,522 4%
Approved Budget FY11 96 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
FY2011 BUDGET HIGHLIGHTS
Municipal Code Codification Services $ 8,500
Organization-wide Leadership Training $15,600
Printing of Employee Handbook $ 3,500
Inclusion of Payroll Officer (HR Associate) in HR Office, and
Hiring of an Economic Development Omsbudsman.
Approved Budget FY11 97 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 08
Actual
FY09
Actual
FY10
Budgeted
FY11
Budgeted
The City Commission will be supported in their
decision process by always receiving unbi-
ased, accurate research and data from the
staff a minimum of four days prior to the intro-
duction of an item as an agenda item
80% 98% 98%
98%
98%
The City Commission will be supported in their
policy direction decisions by receiving, with
regular frequency, current operations status
reports; National Citizen Survey’s results,
quarterly financial reports, and staff research
reports. 100% 98% 98%
98%
98%
Citizens will be assured transparent local
government through established, maintained,
and staffed open office hours, live televised
and internet streamed public meetings, adver-
tised Commission agendas, accessible public
records, and information available through the
city’s web page at www.Bozeman.net.
100% 100% 100%
100%
100%
An open local government will be supported
by a visible City Manager who meets regularly
with the County Commissioners, leadership of
MSU, the Chamber of Commerce, economic
development organizations, the Bozeman
School District, and civic groups.
100% 100% 100%
100%
100%
Public resources will be allocated effectively
and lawfully. Qualified independent auditors
will perform annual audits, the budgeting proc-
ess will be a public process, and the budget
will emphasize outcomes consistent with the
city’s adopted goals and work plan.
100%
100% 100%
100%
100%
Employee 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%
The recruitment process will protect the work
force and City rights, and results in matching
appropriate hires with appropriate jobs. Turn-
over will be kept low resulting in a stable work-
force. Continual skill improvement training will
result in a competent, effective and efficient
workforce. 100% 100% 100%
100%
100%
Opportunities to participate in world class
leadership skills training seminars quarterly by
senior staff will result in a well-led and coordi-
nated workforce whose culture and work envi-
ronment is built on the city’s core values of
Integrity, Leadership, Service and Teamwork.
100% 100% 100%
100%
100%
Approved Budget FY11 98 City of Bozeman, Montana
CITY MANAGER
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY08
Actual
FY09
Budgeted
FY10
Budgeted
FY11
Projected
Contracts Negotiated with
Bargaining Units
2 2 2 3
Commission Meetings
52 76 72 69
Telephone & Email (added
FY05) Contacts
CM and Assistant CM
9,000 45,000 45,000 45,000
Meetings with County Com-
missioners
24 24 15 15
Meetings with Civic Groups
and Citizens
150 150 150 150
Meetings with MSU
10 10 14 14
Meetings with the Chamber
8 8 8 8
Meetings with other MT City
Managers
3 3 3 3
Approved Budget FY11 99 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
PROGRAM DESCRIPTION
The court budget unit accounts for costs associated with the judicial branch of city government, which includes
a judge, chief clerk, line clerks, and related operating costs.
Section 3-6-101, et, seq., MCA, establish a municipal court for each municipality. Section 3-6-103 sets forth the
jurisdiction of the municipal court which includes: jurisdiction coordinate and coextensive with the justice'
courts; original jurisdiction of all civil and criminal actions and 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 to any person from the city under $5,000; actions under $5,000 for the breach of official bonds and
breach of contracts; recovery of city property under $5,000; collection of license fees; specified civil cases.
The municipal judge is elected every 4 years in a nonpartisan election held in conjunction with the city's regu-
larly 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.
MAJOR OBJECTIVES
Open second courtroom
Write new local rules of court
Begin scanning court records
To maintain an efficient collection system concentrating on collections reported to Municipal Services Bu-
reau and collection of restitution.
Return to maintain a current and efficient criminal docket.
To continue effective communications with the city attorney, city prosecutor, law enforcement agencies,
and Public Defender’s Office.
Additional training for staff.
Maintain updates of computer program, jury 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.
Establish second Municipal Court Judge.
Co-operate with Commissioners toward establishing adequate space for increased court operations.
Work with MT State Department of Revenue to collect tax refunds for people owing court fines, fees, and
restitution.
Approved Budget FY11 100 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 7.00 7.50 8.50 13%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 499,276 $ 415,259 $ 462,069 $ 46,810 11%
2000 - 7599 Operating 121,728 220,915 149,175 (71,740) -32%
8000 - 8999 Capital 8,117 - - -
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 629,121 $ 636,174 $ - $ 611,244 $ (24,930) -4%
EXPENDITURES BY DIVISION
Division
1310 Municipal Court $ 629,121 $ 636,174 $ - $ 611,244 $ (24,930) -4%
Total All Divisions $ 629,121 $ 636,174 $ - $ 611,244 $ (24,930) -4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 629,121 $ 636,174 $ - $ 611,244 $ (24,930) -4%
Total All Funds $ 629,121 $ 636,174 $ - $ 611,244 $ (24,930) -4%
Approved Budget FY11 101 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Addition of 1.0 FTE Court Clerk
FY 11 ANTICIPATED ACCOMPLISHMENTS
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.
Add half-time clerk for Judge Monforton.
Maintain improved access to archive records.
Address increased volume of motions, motions hearings, and trials.
Approved Budget FY11 102 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Actual
FY 11
Budgeted
In an effort to maintain current and efficient
criminal and civil dockets, the average age of
cases will be as follows:
Initial Appearance
Judge
Jury
** per police dept request, scheduling judge
trials around officers’ days off to reduce OT
< 1 Mo.
10-15 wks
<6 Mos.
<1
<3
<5 mo.
<1
<3
6 mo.
<1
10-15 wks
<5 mo.
<1
10-15 wks
<5 mo.
Bozeman Municipal Court’s effectiveness equals
or exceeds the standards in all cases and re-
mains in compliance with Montana law relating
to referrals of disposition of cases to the Depart-
ment of Motor Vehicles within 15 days.
15 days
100%
Reporting
done by
automation
now –
STILL on
MT State
standards
(15 days)
100%
100%
Amount of time spent to initialize time pay agree-10 min per 1 min per 1 min per 1 min per 1 min per
% of daily time devoted to time pay (phone,
counter, summons, warrant)
10% per
Clerk
75% 25%/clerk 35%/clerk 50%/clerk
Efficiency Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Actual
FY 11
Budgeted
Number of:
Judge trials
Jury trials
Open court
Misc. hearings
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
3 days wkly
2 days wkly
3 days wkly
3 days wkly
2 days wkly
2 days wkly
3 days wkly
3 days wkly
Ticket entry per hour
Processing 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
½ day
½ day
½ day
½ day ¾ day
Municipal Court Trials – amount of Clerk Time in
Court Room w/Judge trials during trial
10% 10% 10% 10% 20%
Approved Budget FY11 103 City of Bozeman, Montana
MUNICIPAL COURT
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
YTD 10
Actual
FY 11
Budgeted
Court Citations
9,883 7,390 5,094 10,000
Parking Summons
1,165 0 - switching
to Municipal
0 0
Judge Trial Requests
567 578 290 600
Jury Trial Requests
931 1205 702 1,300
Open Court Proceedings – hourly
10-11 hrs wkly 10-11 hrs
wkly
10-11 hrs
wkly
10-11 hrs
wkly
Judge Trials Held
186 195 123 200
Jury Trials Held
18 24 14 28
Temporary orders of protection 37 65 24 60
Summons Issued
6,940 3,851 1,279 3,000
Warrants Issued
1,305 1,390 536 1,300
Appeals
7 14 5 10
Open Court appearances (daily average) 27.03 28.92 27.94 29
Municipal Infractions 2009 2,051 1,005 2,000
Approved Budget FY11 104 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
PROGRAM DESCRIPTION
The city attorney is the legal advisor and attorney for the city. The City Attorney’s Office is responsible
for protecting the legal interests of the city. The City Attorney and staff represent the city before all
courts, administrative agencies, and all legal proceedings involving the city; prosecutes misdemeanors
and traffic offenses committed within city limits; provides legal advice to the City Commission, City Man-
ager, and all departmental staff; and prepares or reviews contracts, deeds, resolutions, ordinances, and
other municipal documents.
Vision:
Team based integrated legal support to the Organization.
Mission:
To promote and enhance Bozeman’s quality of life through excellence in professional, ethical and credi-
ble legal representation, advice and counsel.
Goals:
Promote an understanding of what we do and understand what everyone else does.
Develop resources, materials and personnel within each team.
Train for consistent leadership for continuous operations.
Promote areas of specialization.
Integrate into the City’s departments.
Have sufficient resources for each staff member to do their job so they can enjoy Bozeman’s quality of
life.
Optimize efficiency.
Maximize coordination.
Provide quality legal services.
Values Expectations
Honesty Do what is right/good/just for community
Integrity Provide service to community and citizens
Zealousness (perseverance) Strive for a just result
Diligence Demonstrate a strong work ethic
Effective Communication Provide quality service
Proficiency
Loyalty to City goals and organization Teamwork
Teamwork Be fair to everyone
Communicate effectively
Be tolerant
Coordinate with other departments and strive for mutual
Understanding
Approved Budget FY11 105 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
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 opera-
tions.
To perform legal research and issue legal opinions.
To review or prepare contracts, deeds, resolutions, ordinances, and other municipal documents relat-
ing to governmental agreements, services, and operations of the city.
To attend City Commission meetings and provide legal advice.
To practice preventative law by being integral members of the city’s departmental teams and by pro-
viding legal risk management services and proactive legal advice.
Approved Budget FY11 106 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 6.00 6.50 - 7.00 0.50 8%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 433,928 $ 498,296 $ 526,797 $ 28,501 6%
2000 - 7599 Operating 147,893 150,235 208,875 58,640 39%
8000 - 8999 Capital 13,998 - - - 0%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 595,819 $ 648,531 $ - $ 735,672 $ 87,141 13%
EXPENDITURES BY DIVISION
Division
1410 City Attorney $ 566,677 $ 554,031 $ - $ 603,672 $ 49,641 9%
1430-1446 Civil Litigation 1,474 21,000 51,000 $ 30,000 143%
1460 Criminal Prosecution - General 1,576 1,500 1,500 $ - 0%
1462 Criminal Prosecution - Victim/Witness 26,092 72,000 79,500 $ 7,500 10%
Total All Divisions $ 595,819 $ 648,531 $ - $ 735,672 $ 87,141 13%
EXPENDITURES BY FUND
Fund
010 General Fund $ 569,727 $ 576,531 $ - $ 656,172 $ 79,641 14%
174 Victim Witness Advocate 26,092 72,000 79,500 $ 7,500 10%
Total All Funds $ 595,819 $ 648,531 $ - $ 735,672 $ 87,141 13%
Approved Budget FY11 107 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
FY 10 ANTICIPATED MAJOR ACCOMPLISHMENTS
Stabilize personnel and increase internal department morale through integration of new City Attor-
ney and new Legal Assistants.
Ensure greater integration of Legal Department into all facets of City operations.
Used grant funding to hire domestic violence prosecutor and integrate prosecutor as critical member
of inter-departmental domestic violence team.
Increase overall effectiveness of prosecution services through training and more efficient support
services.
Completed legal work related to asbestos cleanup at library site.
Developed program for use of paid and unpaid interns to assist in managing workload.
Completed request for release of CCJI related to the March 5, 2009 explosion and others.
Drafted ordinances related to animals (chickens and dogs), the authority to boot vehicles, improper
governmental action, creation of Bozeman Tourism BID, Downtown BID, storm water, etc…
Clarify liability coverage for all boards; develop contract routing policy; and other major civil projects.
Increased communication with police department through trainings and shift briefings.
Assist Commission with investigation related to hiring practices.
Continue development of Virgil project.
Completed codification of Bozeman Municipal Code.
Draft amendments to Bozeman City Charter.
Establish protocols for electronic discovery and increase oversight of litigation handled by outside
counsel.
FY 11 BUDGET HIGHLIGHTS
Upgrades to JustWare $ 6,000
Summer Intern Prosecutor $ 6,000
Increase .5 FTE Admin. Ass’t to Full-Time Approx. $13,000
Fund deficiency in Grant for DV Prosecutor $20,000
Fund Victim/Witness Program $79,500
Approved Budget FY11 108 City of Bozeman, Montana
CITY ATTORNEY
___________________________________________________________
WORKLOAD INDICATORS
Work Load
Indicator
FY 07
Actual
FY 08
Actual
FY 09
Actual
FY10
Actual to
1/1/10
FY10
Anticipated
New Cases 948 497 1156 511 1000
Open Cases 900 1290 1707 1663 1700
Judge Trials 210 97 194 61 125
Jury Trials 15 9 24 13 26
Change of
Plea Hearings 595 259 685 473 946
Omnibus
Hearings 183 201 1097 1064 2128
Various Other
Hearings 165 49 162 83 166
CCJI Re-
quests 15 13 11 8 14
Requests for
Prosecution 20 43 40 30 60
Restitution
Request N/A 100 116 85 170
Domestic
Case Prose-
cuted 31 29 60
DUIs Prose-
cuted 255 217 437
1st 186 375
2nd 25 50
3rd 6 12
Approved Budget FY11 109 City of Bozeman, Montana
FINANCE
___________________________________________________________
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 con-
trols, information technology services, GIS services, and data processing services.
The purpose of the Administration division is to provide financial planning and budgeting ser-
vices and oversight. Insurance administration, capital improvements planning and long-range
financial planning is done through this division, along with general leadership for the Finance
Department as a whole.
The purpose of the Accounting division is to properly record and account for the finances of the
City. The division is responsible for processing City payroll, accounts payable, and the prepa-
ration of all financial statements.
The purpose of the Treasury division is to properly bill and collect amounts owed to the City.
The Treasury division collects and invests all city funds, bills utility charges to customers and
special improvement district assessments to property owners. The division also issues busi-
ness & pet licenses, collects parking tickets, and records cemetery plot sales.
Approved Budget FY11 110 City of Bozeman, Montana
FINANCE
___________________________________________________________
MAJOR OBJECTIVES
To prepare a comprehensive budget on an annual basis that encompasses all funds of the
city.
To manage and account for the city's finances in accordance with Generally Accepted Ac-
counting Principles (GAAP), as set forth by the Governmental Accounting Standards Board
(GASB).
To prepare a Comprehensive Annual Financial Report (CAFR) in conformity with Generally
Accepted Accounting Principles.
To 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 Com-
mission.
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 expendi-
ture control.
Approved Budget FY11 111 City of Bozeman, Montana
FINANCE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 10.00 10.00 (1.00) 8.75 -13%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 672,635 $ 681,237 $ 622,846 $ (58,391) -9%
2000 - 7599 Operating 176,207 183,630 178,805 (4,825) -3%
8000 - 8999 Capital 12,130 1,000 74,750 73,750 7375%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 860,972 $ 865,867 $ - $ 876,401 $ 10,534 1%
EXPENDITURES BY DIVISION
Division
1510 Finance Administration $ 145,538 $ 144,869 $ 146,265 $ 1,396 1%
1520 Accounting 388,337 396,005 406,848 $ 10,843 3%
1530 Treasury 327,097 324,993 323,288 $ (1,705) -1%
Total All Divisions $ 860,972 $ 865,867 $ - $ 876,401 $ 10,534 1%
EXPENDITURES BY FUND
Fund
010 General Fund $ 860,972 $ 865,867 $ - $ 876,401 $ 10,534 1%
-
Total All Funds $ 860,972 $ 865,867 $ - $ 876,401 $ 10,534 1%
Approved Budget FY11 112 City of Bozeman, Montana
FINANCE
___________________________________________________________
FY 11 ANTICIPATED ACCOMPLISHMENTS
Close monthly accounting functions by the 20th day of the following month.
Receive a clean audit opinion with no continuing 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 informa-
tion.
Approved Budget FY11 113 City of Bozeman, Montana
FINANCE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Budgeted
FY 11
Budgeted
Receive Distinguished Budget Presentation
Award for the Government Finance
Officer's Association
Receive
Received
Received
Received
Will Apply
Receive Certificate of Achievement for
Excellence in Financial Reporting from the
Government Finance Officer's Association
Receive
Received
Received
Will Apply
Will Apply
City's Bond Rating (Note: In FY 99, the rating
agency refined its rating structure. The A2 and
A3 ratings are not better or worse than the previ-ous A ratings. They are more refined versions of
an A rating)
Downtown TIF Bond Rating (S&P)
A2 (G.O.)*
A3 (Water)
BBB (TIF)
A2 (G.O.)*
A3 (Water)
BBB (TIF)
A2 (G.O.)*
A3 (Water)
BBB (TIF)
A2 (G.O.)*
A3 (Water)
BBB+ (TIF)
% of monthly checklist items done correctly
the first time
95% 87% 99% 99% 99%
% of journal entries made without later
correction or adjustment
95% 90% 99% 99% 99%
% of months general ledger is closed by the
20th of the month
90% 20% 84% 92% 92%
% of property transfers billed on schedule
97% 100% 100% 100% 100%
% of accounts receivable statements mailed by the 15th of the month
98% 100% 100% 100% 100%
Average # of water customers on
shut-off list
< 10 10 < 10 < 20 < 20
Approved Budget FY11 114 City of Bozeman, Montana
FINANCE
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Budgeted
FY 11
Budgeted
SID Statements
14,919 15,000 15,000 15,000
Utility Bills
134,460 134,000 135,000 135,000
Accounts Payable Checks Processed
11,511 11,500 11,000 11,000
W-2's Processed
454 415 450 450
Grants Recorded and Reported
13 30 30 35
IRS Informational Returns
103 105 120 120
Business Licenses (Calendar Year)
3,836 3,800 3,750 3,750
Approved Budget FY11 115 City of Bozeman, Montana
PLANNING
___________________________________________________________
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 Com-
munity Development program include:
Long Range Planning: Long range planning activities include: preparation and updating of a transportation plan
and comprehensive ―growth policy‖ for the City of Bozeman, in accordance with Part 6, Chapter 1, Title 76 MCA);
providing assistance and coordination to other departments with the preparation of Capital Improvements Plans;
providing assistance to other boards and departments with the preparation of strategic plans for land-use related
programs, such as parks and open space planning; and developing implementation strategies to achieve commu-
nity planning goals and objectives. DPCD also serves as the City’s liaison with the U.S. Census Bureau.
Annexation: DPCD staff is responsible for the implementation of the City’s Annexation Policies, as set forth in City
Resolution No. 3137and Chapter 2, Title 7, Montana Codes Annotated (MCA).
Subdivision Review: DPCD staff processes all proposals for subdivision of land within the City in accordance with
Title 18 of the Bozeman Municipal Code (BMC) and the Montana Subdivision and Platting Act (Sections 76-3-101
through 76-3-625, MCA).
Zoning Ordinance Administration: This involves the processing of all applications for site 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 regulations. Zoning also regulates
the placement of commercial signage and establishes landscaping requirements.
Historic Preservation: DPCD staff, in consort with the Historic Preservation Advisory Board, works as an advocate
for preservation and creates public and civic awareness of preservation through talks, programs, media attention,
newsletters, the nomination of historic properties to the National Register of Historic Places, an annual historic pres-
ervation awards program, and historic preservation week. The Historic Preservation officer also reviews proposals
for structural modifications within Bozeman's conservation overlay district and elsewhere for compliance with locally
adopted planning regulations; maintains inventories of recognized historic properties within the city and makes this
information available to the public upon request; and, provides technical assistance to persons wishing to modify or
maintain local historic resources.
Impact Fees: DPCD administers the City’s impact fee program.
Work force Housing: DPCD staff administers the City’s Work Force Housing program.
Boards / Commissions Served: In carrying out the above-described program elements, DPCD staff provides tech-
nical support and professional assistance to a variety of boards and commissions, including: City Planning Board;
City Zoning Commission; Design Review Board; Development Review Committee; Transportation Coordinating
Committee; Historic Preservation Advisory Board; Beautification Board; and City Commission.
Approved Budget FY11 116 City of Bozeman, Montana
PLANNING
___________________________________________________________
MAJOR OBJECTIVES
LONG RANGE PLANNING:
To prepare and periodically update a ―Growth Policy‖ (Comprehensive Plan) and Transportation Plan for the City of
Bozeman, and to provide technical support and information to the Planning Board, City Commission, and other
departments on all matters pertaining to long-range comprehensive planning.
Assist with Capital Improvements Planning to ensure appropriate linkages between infrastructure and land use plan-
ning .
CURRENT PLANNING:
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, Zon-
ing Commission and City Commission on all proposals for site development.
To provide zoning enforcement and support to staff and the public to insure compliance with, and resolution of
non-conformities from, the Bozeman Municipal Code.
Review business licenses and building permit applications for compliance with the Zoning Ordinance.
Aid the City Commission and the Community Affordable Housing Board in implementing regulatory reform to
increase the stock of affordable housing in the City Of Bozeman.
Develop a visually appealing and historically rich community by encouraging the preservation of Bozeman’s
historic landmarks, districts, and neighborhoods through Administrative Design Review within the
Neighborhood Conservation Overlay Districts and the Entryway Overlay Districts.
Facilitate and coordinate the City’s Development Review and Design Review processes, to ensure compliance
with the City’s regulatory and design related policies.
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 Reg-
ister of Historic Places.
Administer the City’s impact fee program.
COMMUNITY DEVELOPMENT:
Assist and coordinate with other departments as needed with various grant writing proposals and admini-
stration.
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.
Participate in the City’s economic development programs by sitting on the Revolving Loan Fund Commit-
tee, reviewing commercial development proposals, and providing census and other technical data to
various entities as needed.
Approved Budget FY11 117 City of Bozeman, Montana
PLANNING
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 13.70 12.20 12.20 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 658,480 $ 712,417 $ 673,649 $ (38,768) -5%
2000 - 7599 Operating 88,050 65,351 63,179 (2,172) -3%
8000 - 8999 Capital - - - -
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 746,530 $ 777,768 $ - $ 736,828 $ (40,940) -5%
EXPENDITURES BY DIVISION
Division
1610 Planning Operations $ 232,756 $ 251,954 $ 221,048 (30,906) -12%
1620 Subdivision Review 126,062 119,812 123,544 3,732 3%
1630 Long-Range Planning 177,455 171,513 180,280 8,767 5%
1640 Annexation 58,172 58,319 60,315 1,996 3%
1650 Code Enforcement 57,451 57,933 59,187 1,254 2%
1660 Historic Preservation 5,755 31,390 2,450 (28,940) -92%
1670 Zoning Operations 88,879 86,847 90,004 3,157 4%
Total All Divisions $ 746,530 $ 777,768 $ - $ 736,828 $ (40,940) -5%
EXPENDITURES BY FUND
Fund
100 Planning Fund $ 746,530 $ 777,768 $ - $ 736,828 $ (40,940) -5%
Total All Funds $ 746,530 $ 777,768 $ - $ 736,828 $ (40,940) -5%
Approved Budget FY11 118 City of Bozeman, Montana
PLANNING
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
No proposed staff increases planned for FY11
No Capital Improvements planned for FY11.
Requested budget is slightly under the request for FY10, even with increased personnel costs
per contracts.
Addition of Neighborhoods Program to Planning Department staff functions
Addition of Tax Increment Finance District funding for staff support.
FY 11 ANTICIPATED ACCOMPLISHMENTS
Review and target revisions to the City’s Unified Development Ordinance (UDO) to advance commu-
nity goals and Commission direction;
Implementation of Downtown Bozeman Improvement Plan, in conjunction with Downtown Business
Partnership and other partners;
Implementation of Bozeman Community Plan, per statute;
Implementation of City of Bozeman Economic Development Plan (in conjunction with Prospera Busi-
ness Partnership);
Administer process for updating of the four impact fee studies;
Serve as official liaison to US Census Bureau in completing decennial census of population;
Staffing of two Tax Increment Finance District Boards;
Coordination and cooperation with School District 7, Montana State University (Staff sits on multiple
committees and work groups)
Begin Historic Resources Inventory grant administration;
Management of current workload (project reviews for annexations, subdivision, and zoning proposals,
impact fee administration, design review, and historic preservation activities); and
Special projects as directed.
Approved Budget FY11 119 City of Bozeman, Montana
PLANNING
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 06
Actual
FY07
Actual
FY08
Actual
FY09
Actual
FY10
Budgeted
FY11
Estimate
Subdivision Pre-applications 26 18 11 4 4 4
Minor Subdivision Pre. Plats 11 7 3 3 3 2
Major Sub-Preliminary Plats 12 12 7 0 2 2
Final Plats 17 30 21 3 6 4
Master Plan Amendments 8 5 4 2 0 1
Annexations 15 16 7 1 0 2
Exemptions 17 21 19 7 16 10
Preliminary Plat Lots Approved 1625 688 1,434 6 38 170
Final Plat Lots Approved 495 1211 861 10 61 200
Number of public forum opportu-
nities for special projects
5 4 10 20 5 10
Number of participants in forums 45 60 125 150 100 100
Number of projects assessed
impact fees
2240 1,771 1200 451 1200 1000
Number of literature/information
requests pertaining to impact
fees
225 200 150 100 200 150
Number of estimates for impact
fees
75 110 100 50 150 150
Site Plans 53 32 45 37 29 25
Conditional Use Permits 14 23 9 14 18 15
Planned Unit Developments 7 6 7 0 1 0
Certificates of Appropriateness 197 268 224 221 211 225
Sign Reviews (permanent and
temp)
295 244 297 281 280 280
Variances/Appeals 4 1 0 3 6 4
Zone Map Amendments 21 14 20 3 4 4
Zone Text Amendments 1 6 0 3 2 5
Concept Plan Review/Informal
Review
53 36 29 10 22 20
Number of site visits and/or sign-
age consultations evaluating
allowable signage
385 401 511 500 501 550
Special Temporary Use Permits
(STUPs)
18 9 13 10 9 10
Reuse Permits 11 10 18 13 26 15
HISTORIC PRESERVATION
Office Visitations 550 550 300 300
Historic Design Reviews 250 275 268 173 263 200
Presentations (slides, walking
tours, etc)
15 18 26 18 17 18
Newsletters/Articles 25 15 0 4 2
BHPAB Meetings/Beautification
Staff Hrs
NA NA NA 580 580 580
Hrs Working w/Volunteers/
Interns
640 600 350 1,040 650
Certified Local Government
(CLG) hrs.
832 850
1000 20 1000
Approved Budget FY11 120 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
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, City Hall
Annex, Fire Stations #1, #2 and #3, City Shop Complex, Lower Yard Shop Complex, Alfred M.
Stiff Professional Building, Bozeman Public Library, the Bozeman Senior Citizen's Center.
Facilities Management is also responsible for coordinating remodeling, renovations and new
construction projects. Current construction projects include the Downtown Bozeman Intermo-
dal Facility, the remodel of the old Public Library into a new City Hall Facility, and the restora-
tion of the Story Mansion. Work in this area includes solicitation of professional design and
engineering services and the selection of contractors and tradespeople for project specific ac-
tivities.
The majority of the costs in this budget category are normally included in utility charges, build-
ing repairs and maintenance. Because of staffing levels, 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 sup-
pression systems and heating, ventilation and air conditioning systems. 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 and extending their useful
life.
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 require-
ments.
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.
Approved Budget FY11 121 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 3.55 3.55 3.55 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 212,512 $ 221,558 $ 217,718 $ (3,840) -2%
2000 - 7599 Operating 842,194 885,950 910,891 24,941 3%
8000 - 8999 Capital 138,935 - 16,350 16,350 100%
9000 - 9699 Debt Service - 108,000 150,000 42,000 45%
9900 - 9999 Transfers
Total All Categories $ 1,193,641 $ 1,215,508 $ - $ 1,294,959 $ 79,451 7%
EXPENDITURES BY DIVISION
Division
1810 City Hall $ 488,011 $ 366,218 $ 389,264 $ 23,046 6%
1820 Fire Station #1 34,226 52,225 54,375 $ 2,150 4%
1830 Shops Complex 130,662 103,075 105,400 $ 2,325 2%
1840 Professional Building 115,399 143,250 135,850 $ (7,400) -5%
1850 Senior Center 122,970 108,600 88,200 $ (20,400) -19%
1860 Library 246,302 232,250 264,100 $ 31,850 14%
1815 Old City Hall 35,135 32,540 - $ (32,540) -100%
1870 Fire Station #2 20,936 47,900 44,500 $ (3,400) -7%
1880 Fire Station #3 - 129,450 190,620 $ 61,170 47%
1880 Vehicle Mtc Facility - - 22,650 22,650 100%
Total All Divisions $ 1,193,641 $ 1,215,508 $ - $ 1,294,959 $ 79,451 7%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,193,641 $ 1,215,508 $ - $ 1,294,959 $ 79,451 7%
Total All Funds $ 1,193,641 $ 1,215,508 $ - $ 1,294,959 $ 79,451 7%
Approved Budget FY11 122 City of Bozeman, Montana
FACILITIES MANAGEMENT
___________________________________________________________
FY 10 ACCOMPLISHMENTS
Complete construction of the Landfill office addition.
Complete general budgeted building repairs and upgrades.
Begin energy retrofits on City owned buildings under the Energy Efficiency and
Conservation Block Grant Program.
Continue construction coordination for the Lower Yard Vehicle Maintenance Build-
ing and HRDC Bus Barn.
FY11 ANTICIPATED ACCOMPLISHMETNTS
Begin the remodel and renovation of City Shop Complex once vehicle maintenance
moves to its new location at the Lower Yard.
Continue energy analysis of buildings and monitor results of building improvements.
Begin Americans with Disabilities Act, (ADA) upgrades for City owned buildings
identified by the proposed ADA Advisory Committee.
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Budgeted
FY11
Budgeted
Average response time for emergency repairs 30 minutes 90% 90% 85% 90%
Average response time for minor non-
emergency repairs (in-house)
3 days 95% 95% 90% 95%
Average response time for minor non-
emergency repairs (contracted)
12 days 95% 95% 95% 95%
% of facility users that rate the quality of their
areas as excellent or good 90% 85% 90% 85% 85%
Review and approval of payments of claims from
City Construction projects 6 days 98% 98% 90% 95%
Approved Budget FY11 123 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
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 manage-
ment decisions while promoting the use of electronic data publicly in a fair, efficient, and effec-
tive 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.
Approved Budget FY11 124 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
FY11 ANTICIPATED ACCOMPLISHMENTS
Bring new Vehicle Maintenance Facility online with full information technology
capabilities.
Continue Upgrades to City Website to further enhance the public’s access to
necessary City information as well as the employee portal.
Upgrade the City’s current antivirus.
Continue Upgrade and maintenance to the City VoIP phones and gateways.
Continue Upgrades to aging routers and switches at selected locations.
Approved Budget FY11 125 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 6.00 6.00 (0.12) 5.88 -2%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 431,573 $ 446,860 $ 467,775 $ 20,915 5%
2000 - 7599 Operating 325,153 365,228 367,604 2,376 1%
8000 - 8999 Capital 96,781 53,100 99,000 45,900 86%
9000 - 9699 Debt Service 93,894 -
9900 - 9999 Transfers -
Total All Categories $ 947,401 $ 865,188 $ - $ 934,379 $ 69,191 8%
EXPENDITURES BY DIVISION
Division
1910 Information Technology $ 831,823 $ 766,992 $ 834,851 $ 67,859 9%
1920 GIS 115,578 98,196 99,528 $ 1,332 1%
Total All Divisions $ 947,401 $ 865,188 $ - $ 934,379 $ 69,191 8%
EXPENDITURES BY FUND
Fund
010 General Fund $ 947,401 $ 865,188 $ - $ 934,379 $ 69,191 8%
Total All Funds $ 947,401 $ 865,188 $ - $ 934,379 $ 69,191 8%
Approved Budget FY11 126 City of Bozeman, Montana
INFORMATION TECHNOLOGY
___________________________________________________________
WORKLOAD INDICATORS
PERFORMANCE MEASURES
Workload Indicator
FY 08
Actual
FY 09
Actual
FY 10
Estimated
FY 11
Budgeted
Number of Help Desk calls
created and completed
No Data 1200 1200 1200
Number of hours phone sys-
tem is in service
Possible available = 8760
No Data 8660 8660 8660
Number of hours data net-
work is in service
Possible available = 8760
No Data 8660 8660 8660
Number of Point to Point
links on the network (Fiber
and Copper) in service
No Data 16 16 16
Number of hours Enterprise
Applications are available
Possible available = 8760
No Data 8660 8660 8660
Number of hours Server
Farm is available
Possible available = 8760
No Data 8660 8660 8660
Effectiveness Measures
Standard
FY 08
Actual
FY 09
Actual
FY 10
Estimated
FY 11
Budgeted
Number of Help Desk calls re-
solved
99% No data No data 99% 99%
Phone system uptime 99% No data No data 99% 99%
Data network uptime 99% No data No data 99% 99%
Point to Point links uptime
(Fiber and Copper)
99% No data No data 99% 99%
Enterprise Application uptime 99% No data No data 99% 99%
Server uptime 99% No data No data 99% 99%
Approved Budget FY11 127 City of Bozeman, Montana
PUBLIC SAFETY INDEX
POLICE
PAGE 129
FIRE
135
BUILDING INSPECTION
141
PARKING
147
Approved Budget FY11 128 City of Bozeman, Montana
Approved Budget FY11 129 City of Bozeman, Montana
POLICE
___________________________________________________________
PROGRAM DESCRIPTION
General
The police department budget unit accounts for costs associated with providing all law
enforcement services for the City of Bozeman. The police department utilizes both pa-
trol and investigative divisions to detect, prevent, and suppress crime and the enforce-
ment of criminal and traffic codes of the state and local governments. The Parking and
Animal Control officers within the Support Services Division provide enforcement of all
parking and animal related offenses within the city limits of Bozeman.
Drug Forfeiture
The drug forfeiture budget unit accounts for the City of Bozeman's costs related to drug
enforcement and the costs related to the unit's work within the Missouri River Drug
Task Force as outlined in the inter local agreement. The Missouri River Drug Task
Force encompasses 7 counties.
DARE
The Drug Abuse Resistance Education (D.A.R.E.) budget unit accounts for the expen-
diture of restricted revenues of the police department. Much of the police special reve-
nue 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.
Approved Budget FY11 130 City of Bozeman, Montana
POLICE
___________________________________________________________
MAJOR OBJECTIVES
GENERAL
Detection and proactive prevention of criminal activity.
Apprehension of criminal offenders.
Participation in court proceedings.
Assistance to those who cannot care for themselves or who are in danger of physical harm.
Aggressive and proactive traffic safety enforcement
Provide and maintain a Special Response Team of officers trained to handle hostage inci-
dents, high risk search warrants, and barricaded subjects.
Resolution of day-to-day conflicts among family, friends, and neighbors.
Provide and maintain a Civil Disturbance Team of officers trained to handle protests and large
scale civil disturbances.
Provide public education in areas of crime prevention of forgery, robbery I.D. fraud, elder
abuse, child abuse, sexual abuse, Internet Crimes against Children, seat belt and child
safety seat use, bicycle safety rodeos.
Create and maintain a feeling of security in the community.
Be committed and dedicated to providing the highest level of service to all the citizens of our
community.
Develop positive programs that incorporate the concept of shared responsibility with the com-
munity in the delivery of police services.
Develop and maintain certified trainers to maintain department training standards and require-
ments as well
as to sponsor regional law enforcement training.
Maintain a working environment where every employee's integrity, competency, and commit-
ment to service is self-evident.
Continue to work with partner law enforcement agencies to include local, State and Federal
agencies to improve information sharing and strengthen the working partnerships.
Drug Forfeiture
To maintain a two person investigation team.
To maintain confidential and concise intelligence files.
To assist prosecutors from city, state, and federal agencies in prosecutions of drug cases.
To coordinate with detectives of both the city and county on drug cases.
To provide drug education/awareness presentations as needed.
To investigate complaints of drug activity.
To make arrests for violations of drug laws.
To maintain a cooperative effort in investigation assistance and intelligence sharing with
county, state, and federal agencies.
DARE
To present DARE curriculum to all 3rd and 5th grade students in the Bozeman school district.
To make public awareness presentations to parents, teachers, and community organizations.
To provide DARE curriculum to rural schools in Gallatin County if possible.
To continue to pursue alternative means of funding the DARE program.
Approved Budget FY11 131 City of Bozeman, Montana
POLICE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 62.75 67.75 - 71.75 6%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $4,762,327 $4,667,407 $ 5,339,394 $ 671,987 14%
2000 - 7599 Operating 1,059,505 1,334,693 1,027,603 (307,090) -23%
8000 - 8999 Capital 163,400 63,360 294,000 230,640 364%
9000 - 9699 Debt Service
9900 - 9999 Transfers 228,160 100,000 100,000 - 0%
Total All Categories $6,213,392 $6,165,460 $ - $ 6,760,997 $ 595,537 10%
EXPENDITURES BY DIVISION
Division
3010 Police Operations $4,631,667 $4,539,466 $ 5,242,139 $ 702,673 15%
3020 Crime Control & Investigations 867,396 847,685 1,069,764 $ 222,079 26%
3030 DARE 90,701 84,166 84,878 $ 712 1%
3040 Drug Forfeiture 471,213 508,264 178,125 $ (330,139) -65%
3070 Animal Control 152,415 185,879 186,091 $ 212 0%
Total All Divisions $6,213,392 $6,165,460 $ - $ 6,760,997 $ 595,537 10%
EXPENDITURES BY FUND
Fund
010 General Fund $5,525,990 $5,332,863 $ - $ 6,223,659 $ 890,796 17%
125 Drug Forfeiture 203,516 173,264 178,125 $ 4,861 3%
138 Law & Justice Center 19,125 20,000 20,000 $ - 0%
139 Police Special Revenue 92,917 143,833 87,417 $ (56,416) -39%
140 Police Domestic Violence 104,147 160,500 251,796 $ 91,296 57%
188 City-County Drug Forfeiture 267,697 335,000 - $ (335,000) -100%
Total All Funds $6,213,392 $6,165,460 $ - $ 6,760,997 $ 595,537 10%
Approved Budget FY11 132 City of Bozeman, Montana
POLICE
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Addition of four (4) sworn police officers to our staff
Replacement of three (3) fully equipped patrol vehicles $ 156,000
Completion and full integration of electronic ticketing system $ 78,000
FY 11 ANTICIPATED ACCOMPLISHMENTS
Hire and train an additional four (4) sworn police officers as funded by the Public Safety Mill
Levy.
Develop, implement and maintain a dedicated, year round, traffic enforcement team.
Develop, train and equip the investigations division to participate in the Montana Internet
Crimes against Children Task Force.
Continue to monitor and improve patrol beats utilizing computer aided dispatch technology and
mobile data terminals to increase the efficiency of the patrol division.
Develop, train and implement the use of crime scene processing technology and related soft-
ware to better capture serious crime scenes and assist in related analysis and courtroom
presentation.
Sufficiently staff and maintain the department’s downtown substation to improve customer ser-
vice, police response and maximize the use of available office space.
Increase the use and functionality of the department’s records management systems into the
in-car mobile data terminals.
Continue to conduct compliance checks of sexual and violent offenders in our community.
Minimize risk and liability by continuing to maintain the highest training standards.
Continue success in obtaining federal and state grants to include:
United States Department of Homeland Security
United States Department of Justice
Office of Violence against Women Domestic Violence Grant
National Highway Traffic Safety Administration
Montana Board of Crime Control
Montana Department of Transportation Safe Routes to School Grant
Gallatin County All Hazards All Discipline
Community Oriented Policing Technology Grant
Bozeman School District for continued funding of second school resource officer
Continued funding of the Missouri River Drug Task Force
Approved Budget FY11 133 City of Bozeman, Montana
POLICE
___________________________________________________________
PERFORMANCE MEASURES
Performance Measurers Standard FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Respond to officer complaints/concerns 24 hours 95% 95% 95% 95%
Percent of DUI arrests which result in con-
victions 90% 85% 85% 85% 85%
Percent of citations issued by the Bozeman
Police Department resulting in convictions 80% 75% 75% 75% 75%
Increased officer presence to ensure public
safety of pedestrians and vehicles on city
streets by utilizing bicycle and motorcycle
patrols
5 mo/yr. 100% 100% 100% 100%
Full staff meetings Monthly 80% 80% 80% 80%
Response to emergency calls/average 5 min. 5 min. 4 min 4 min 4 min
Response to non-emergency calls/average 10 min. 10 min. 11 min 11 min 11 min
Percent of reported crimes closed/cleared/
leads exhausted:
Homicide
Rape
Aggravated Assault
Burglary
Counterfeiting/forgery
Destruction/damage/vandalism to
property
Shoplifting
Motor vehicle theft
Drug/narcotic violations
Drug equipment violations
Robbery
Embezzlement
100%
75%
80%
75%
75%
90%
95%
90%
85%
98%
90%
75%
100%
65%
90%
85%
75%
90%
90%
90%
85%
95%
60%
75%
100%
65%
90%
85%
75%
90%
90%
90%
85%
95%
70%
75%
100%
75%
90%
85%
75%
90%
95%
90%
85%
95%
90%
75%
Percent of investigative division cases
cleared 90% 90% 90% 90% 90%
Drug Forfeiture:
Dedicate two officers full-time to drug in-
vestigations/enforcement 100% 100% 100% 100% 100%
Devote 25% of investigative time to assist-
ing smaller counties with their investiga-
tions
100% 100% 100% 100% 100%
Target juvenile drug use (zero tolerance) by
having juveniles comprise 5% of total DTF
arrests
100% 100% 100% 100% 100%
Attend weekly inter-agency meetings 100% 100% 100% 100% 100%
DARE:
Provide instruction to all 5th grades 100% 105% 105% 105% 105%
Provide instruction to all 3rd grades 100% 105% 105% 105% 105%
Percent of 5th grade graduates 100% 100% 100% 100% 100%
Percent of 3rd grade graduates 100% 100% 100% 100% 100%
Approved Budget FY11 134 City of Bozeman, Montana
POLICE
___________________________________________________________
WORKLOAD INDICATORS
Workload Indicators FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Calls for Service 42,853 45,145 43,148 45,000
National Incident Reporting System (NIBRS)
Homicide
Rape
Robbery
Aggravated Assault/Assault with Weapon
Assaults – other
Burglary
Theft
Motor Vehicle Theft
Partner/Family Member Assault
Arson
Forgery & Counterfeiting
Fraud/Deceptive Practices
Destruction/Damage/Vandalism of Property
Criminal Trespass (property)
Criminal Trespass (Vehicle)
Disorderly Conduct
Runaway
Disturbance/Loud Party
1
29
6
6
99
130
1,616
133
240
8
41
120
625
286
68
589
42
1,218
1
65
11
4
153
122
1,345
112
230
17
42
142
509
235
44
553
30
1,053
1
54
18
14
126
124
1,438
82
200
12
62
132
498
264
56
644
14
906
2
60
20
20
170
140
1,600
140
250
20
60
140
650
290
70
600
40
1,300
Alarms 1,117 999 960 1,000
Animal Complaints 2,211 2,298 2,590 2,300
Arrests (non warrant) 1,938 2,202 1,756 2,100
Arrests (warrant) 643 651 452 700
Misdemeanor and Animal Civil Citations Issued 9,886 9,741 7,704 9,000
Parking Citations Issued 8,471 8,259 7,286 7,500
DUI’s 331 641 496 550
Subject Stops 930 1,337 1,160 1,500
Traffic Stops 7,717 12,566 10,340 13,000
Traffic Crashes 1,519 1,302 1,278 1,400
Parking Complaints/Abandon vehicle Complaints 3,118 2,995 2,874 2,200
Public Education, Talks & Classes 147 96 70 140
DARE:
Present DARE curriculum:
5th grade students
3rd grade students
473
383
491
362
476
372
500
375
Drug Forfeiture:
New Cases 202 178 248 250
Old Cases 36 102 42 70
Non-Drug Cases Worked 27 45 26 40
Cases Closed – any reason 54 59 138 70
Non – Drug Related Arrests 6 17 24 20
New Criminal Subjects Identified 257 490 362 425
Investigative division case load 301 251 192 270
Investigative division interviews transcribed 578 441 442 500
Approved Budget FY11 135 City of Bozeman, Montana
FIRE
___________________________________________________________
PROGRAM DESCRIPTION
The fire department budget unit accounts for the costs associated with meeting the fol-
lowing mission: To minimize life loss, injury, and property loss by rendering advanced
life support emergency medical care, rescue services, fire code inspections, code en-
forcement, public fire safety/survival education, fire suppression, fire cause/arson in-
vestigation, hazardous materials mitigation and response, and disaster management.
We will provide these services at the highest national standards consistent with com-
munity needs and available public and private resources.
Approved Budget FY11 136 City of Bozeman, Montana
FIRE
___________________________________________________________
MAJOR OBJECTIVES
BUILD, EQUIP, AND OPEN A NEW CITY FIRE STATION. Use resources provided by the passage of the Novem-
ber 2007 fire mill levy to design, construct and equip Fire Station 3 in the northwest quadrant of Bozeman. Pro-
mote 3 Battalion Chiefs and 3 Fire Captains in support of the new fire station. Hire, equip and train 11 new
firefighters (5 additional and 6 replacements) as authorized by the voters to staff the new fire station.
TO PLAN AND PREPARE FOR CURRENT AND FUTURE SERVICE DELIVERY NEEDS THROUGH THE IMPLE-
MENTATION OF THE ADOPTED FIRE PROTECTION MASTER PLAN. Work closely with the police depart-
ment to identify current and future service trends and what resources are, and will be, needed to address the
growing community’s emergency service needs. Secure remaining funding for the construction and staffing of
Fire Station 3. Continue 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 Commis-
sion 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 Materi-
als and Disaster and Emergency Services Agreements between the City and County. Study the feasibility,
methods and opportunities for fire department accreditation, ISO reclassification and continued emergency ser-
vice delivery improvements. Expand program planning and performance measure budgeting within the depart-
ment.
TO ENHANCE AND UPGRADE DEPARTMENT FIRE PREVENTION PROGRAMS. To more comprehensively
meet our fire prevention and inspection obligations through the continued development of a Fire Prevention
Bureau. To continue to improve and enhance the department’s life safety inspections and required self inspec-
tion program, home inspection programs, and other code enforcement activities. The further development of
our fire prevention bureau would greatly improve the quality, accuracy and public buy-in of the department’s fire
prevention efforts by providing the friendliest, most knowledgeable, and most customer based service available,
while making the City a safer place.
TO MAXIMIZE UTILIZATION, EFFECTIVENESS, AND EFFICIENCY OF THE DEPARTMENT'S SERVICES. Im-
plement 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 de-
partment and the 9-1-1 center. Enthusiastically participate in joint training and operations with mutual aid de-
partments. Improve project review record keeping process and emergency response record keeping by provid-
ing a seamless interface with the Building Department’s 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.
TO PROVIDE ADEQUATE RESOURCES, TRAINING AND EDUCATION TO ASSURE EFFECTIVE LEVELS OF
SERVICES DELIVERY AND TO PROMOTE EMPLOYEE HEALTH AND SAFETY. Continue development and
refinement of the department’s comprehensive training program encompassing all Fire Department operations
and services, which include but are not limited to, DES, fire prevention, fire suppression, hazardous materials,
emergency medical and rescue services. Implement employee 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 Depart-
ment’s minimum company standards (MCS).
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.
Approved Budget FY11 137 City of Bozeman, Montana
FIRE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 45.25 44.75 - 41.75 -7%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $3,633,595 $3,593,736 $ 3,739,701 $ 145,965 4%
2000 - 7599 Operating 549,309 406,261 382,232 (24,029) -6%
8000 - 8999 Capital 3,352,477 89,880 510,000 420,120 467%
9000 - 9699 Debt Service - - - - 0%
9900 - 9999 Transfers 2,392,027 185,640 - 150,000 (35,640) -19%
Total All Categories $9,927,408 $4,275,517 $ - $ 4,781,933 $ 506,416 12%
EXPENDITURES BY DIVISION
Division
3110 Fire Administration $5,749,631 $ 832,506 $ - $ 523,713 $ (308,793) -37%
3120 Fire Operations 4,082,110 3,324,106 4,226,505 $ 902,399 27%
3130 Operational Readiness 9,994 101,040 15,735 $ (85,305) -84%
3140 Fire Prevention 4,461 10,715 8,830 $ (1,885) -18%
3160 Hazardous Materials 1,995 7,150 7,150 $ - 0%
3170 Disaster & Emergency Services 79,217 - - $ -
Total All Divisions $9,927,408 $4,275,517 $ - $ 4,781,933 $ 506,416 12%
EXPENDITURES BY FUND
Fund
010 General Fund $3,956,237 $4,089,877 $ 4,121,933 $ 32,056 1%
113 Fire Impact Fees 2,403,898 185,640 - 150,000 $ (35,640) -19%
183 Fire Department Special Revenue 211,722 - - $ - 0%
187 Fire Capital & Equipment Replacement 367,460 - 510,000 $ 510,000 100%
560 Fire Station #3 Construction Fund 2,988,091 - -
Total All Funds $9,927,408 $4,275,517 $ - $ 4,781,933 $ 506,416 12%
Approved Budget FY11 138 City of Bozeman, Montana
FIRE
___________________________________________________________
FY11 BUDGET HIGHLIGHTS
Training facility ―dry-prop‖ construction completion $ 26,500 (FY10 Carryover)
FY10 ANTICIPATED ACCOMPLISHMENTS
Complete construction of Training Facility at lower yards.
Take delivery of new fire engine for Fire Station 1.
Complete the hiring and training of two new Fire Inspectors.
Continue implementation of 3 station response districts to reduce response times citywide.
Implement closest available resource dispatching
Develop and implement City of Bozeman ISO improvement plan to reduce city’s class rating.
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 PD.
Fleetmapping
Work with Water Department to develop and implement comprehensive community wide public access
to defibrillation program.
Refine special operations program including confined space rescue, trench rescue, low and high angle
rescue, and collapsed building response.
Continue review of current administrative roles and responsibilities and work load to identify opportuni-
ties for improved efficiency and service delivery.
Improve Fire Department’s website to maximize usefulness to community as a tool for public education
Complete Fire Department Annual Report
Approved Budget FY11 139 City of Bozeman, Montana
FIRE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 08
FY 09
FY 10
FY 11
Emergency Operations
Response time to Fire and EMS call
100% of
city within 6
minutes
25%
80%
80%
85%
Fire Prevention
% of inspections brought to closure stage
Bars
Sororities & Fraternities
Schools
MSU
Existing structures
Business License Inspections
95%
100%
100%
100%
90%
100%
100%
100%
100%
100%
33%
100%
100%
100%
100%
100%
50%
100%
100%
100%
100%
100%
40%
100%
100%
100%
100%
100%
75%
100%
Training
% of firefighters completing certification
requirements by program
Haz Mat IC
Haz Mat Technician
EMT/Paramedic
Fire Fighter 1
Fire Fighter 2
Inspectors
100%
100%
100%
100%
100%
100%
100%
100%
100%
80%
20%
100%
100%
100%
100%
80%
20%
100%
100%
100%
100%
80%
20%
0%
100%
100%
100%
90%
20%
100%
Efficiency Measurers
Standard
FY 08
FY 09
FY 010
FY 11
Fire Prevention:
Number of inspections per year as a percentage
of properties in need of inspection.
100%
50%
40%
40%
75%
Approved Budget FY11 140 City of Bozeman, Montana
FIRE
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
2006
Actual
2007
Actual
2008
Actual
2009
Actual
2010
Projected
(2009 +5%)
Fires, Hazardous Conditions & Misc
226 262 237 317 332
Emergency Medical Services
1367 1595 1576 1363 1431
Good Intent
105 273 375 668 701
Service Call
108 125 148 177 186
False Call
155 179 212 250 263
Total Calls for Year 1961 2434 2548 2775 2913
Approved Budget FY11 141 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
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 stan-
dards 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. Existing commercial and industrial buildings
are inspected for continued compliance to the NFPA, Uniform Fire and International Building
Codes.
The support team utilized to attend this process includes an Assistant Director of Public Safety,
a Chief Building Official, three Plans Examiners, five Building Inspectors, two Fire and Life
Safety Inspectors, one Code Enforcement Officer, one Project Permit Coordinator, and two
Project Permit Technicians. Staff team members receive, process and review residential and
commercial projects and applications for compliance with adopted codes and ordinances; as-
sess and collect fees for building permits, impact fees, and other miscellaneous services after
plans are approved; issue permits; perform inspections to verify compliance to approved plans
and applicable codes and ordinances. Code violations are investigated, and if not resolved,
they are turned over to the Code Enforcement Officer for processing and remedial action. The
Fire and Life Safety Inspectors, Fire Department crews, and Building Inspectors inspect exist-
ing commercial and industrial building for continued compliance to the adopted Fire and Build-
ing Codes.
Approved Budget FY11 142 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
MAJOR OBJECTIVES
Provide a quarterly community technical training program or code update seminar to foster
open communication and technical awareness of the adopted model codes, to the building
owners, contractors, Architects and Engineers.
Provide a bi-annual technical newsletter to the building community to address current build-
ing code topics and changes.
Make a smooth transition into the new code adoption of the 2006 International Codes. Pro-
vide public education programs to inform the public of any changes impacting the construc-
tion work they do.
Continue to develop an informational website for the Building Inspection Division to be part
of the City of Bozeman website.
Continue to improve the communication link between the Building Inspection Division and
other City Departments and Divisions.
Approved Budget FY11 143 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 13.55 9.55 - 9.55 9.55 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 845,430 $ 684,054 $ 590,659 $ (93,395) -14%
2000 - 7599 Operating 206,577 217,753 197,894 (19,859) -9%
8000 - 8999 Capital - - - - 0%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 1,052,007 $ 901,807 $ - $ 788,553 $ (113,254) -13%
EXPENDITURES BY DIVISION
Division
3210 Building Inspection Operations $ 980,435 $ 901,807 $ 768,553 $ (133,254) -15%
3220 Life-Safety 71,572 - 20,000 $ 20,000
Total All Divisions $ 1,052,007 $ 901,807 $ - $ 788,553 $ (113,254) -13%
EXPENDITURES BY FUND
Fund
115 Building Inspection Fund $ 1,052,007 $ 901,807 $ - $ 788,553 $ (113,254) -13%
Total All Funds $ 1,052,007 $ 901,807 $ - $ 788,553 $ (113,254) -13%
Approved Budget FY11 144 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
BUDGET OBJECTIVES
Fiscal Year 2011
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.
DIVISION GOALS
Fiscal Year 2011
Continue to maintain and protect public health, safety and welfare, and the quality of life
for City of Bozeman residents by professional, effective, precise and technically correct
enforcement of the City adopted Codes and Ordinances.
Facilitate a smooth transition for the division and its customers into the newly adopted
2009 building codes.
Complete Building Division revenue/expenditure analysis.
Complete Building Division process/task efficiency analysis.
Restructure Building Division Operations along with permit fee and valuation schedules
to provide maximum efficiency between workload and revenue as recommended by
revenue/expenditure and process/task efficiency analysis reports.
Approved Budget FY11 145 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY08
Actual FY 09
Actual FY 10
Actual
Percent of Plan Reviews done within Stan-
dard (Residential)
75% w/in 2
weeks
77% 86%
91%
Percent of Plan Reviews done within Stan-
dard (Commercial)
75% w/in 4
weeks
89% 90% 100%
Percent of Fast Track plan reviews done
within standard 90% w/in 1
week 79% 85% 92%
Percent of frame inspections done within
standard
(1 audit/month/employee)
90% NA NA
Percent of commercial plan checks done
within standard
(1 audit/month/employee)
90% 90% 90%
Percent of residential plan checks done
within standard
(1 audit/month/employee)
90% 90% 90%
Percent of final inspections done within
standard
(1 audit/month/employee)
90% 90% NA
Standard FY 07
Actual FY 08
Actual FY 09
Actual FY 10
Actual
Average commercial inspections
per day 18.36 19.13 17.70
15
Average residential inspections
per day
25.3 19.24
12.24
17
Average multiple residential In-
spections per day 13.46 18.92
9.90 17
Total average Inspections per
day for each inspector. 15 12.85 15.45 14.79
16.33
Approved Budget FY11 146 City of Bozeman, Montana
BUILDING INSPECTION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 06
Actual FY 07
Actual FY 08
Actual FY 09
Actual FY 10
Actual
Commercial Permits:
Number
Value (Millions)
44
43.11
50
38.54
212
85.94
222
79.44
252
31.92
Residential Permits:
Number
Value (Millions)
890
135.64
764
118.15
431
77.60
705
28.10
879
46.31
Approved Budget FY11 147 City of Bozeman, Montana
PARKING
___________________________________________________________
PROGRAM DESCRIPTION
The Parking Program consists of Downtown Parking, the Residential Parking District surround-
ing Montana State University and the Residential Parking District adjacent to Bozeman High
School. Fines received from parking officers providing enforcement in these divisions, go to
pay for the officers salary and other related enforcement costs.
Downtown Parking:
The downtown parking consists of the business district on Main street, from Broadway to N.
7th. Enforcement is done 6 days per week with 2 full-time officers. Enforcement consists of a
variety of timed parking using a vehicle and digital tracking system and walking patrols. Pri-
mary infractions include overtime violations, handicapped parking violations and restricted
zone violations.
Residential Parking District:
In fiscal year 1992, the City Commission passed an ordinance enabling the creation of parking
districts in Bozeman.
In fiscal year 1994, the City Commission created a parking district adjacent to Montana State
University. The district encompasses approximately 32 city blocks. Costs of operating the dis-
trict will include administration, enforcement, signs, and permits. Revenues from the program
will include permit fees charged to residents of the district in addition to fines and forfeitures.
This district enforcement is done by 1 person 5 days per week for 30 hours per week. Primary
violations include failure to purchase or affix residential permit, abandoned vehicles (5-day vio-
lations) and restricted zone violations.
High School Residential Parking District:
In fiscal year 2001, the City Commission created a parking district adjacent to Bozeman High
School. The district encompasses approximately 53 city block faces. Costs of operating the
district will include administration, enforcement, signs, and permits. Revenues from the pro-
gram will include permit fees charged to residents of the district in addition to fines and forfei-
tures. Program costs will be monitored to determine if permit fees need to be adjusted.
There is no specific dedicated enforcement to this division, however, with some overlap hours
from downtown parking officers, 3 hours every two weeks is spent enforcing this district to pro-
vide some parking enforcement.
Approved Budget FY11 148 City of Bozeman, Montana
PARKING
___________________________________________________________
MAJOR OBJECTIVES
Bozeman Parking Commission
Mission Statement: The Bozeman Parking Commission is responsible for managing
and regulating public parking in its districts to best serve the
needs of its customers; businesses, residents, employees and
visitors.
Goals:
Improve and maintain our public parking assets.
Seek to acquire additional public parking as needed.
Make the parking system fiscally sound and self-sufficient.
Manage spaces to best serve the needs of our customers.
Provide consistent treatment regarding parking enforcement action.
Educate parking users to minimize parking conflicts.
Make parking areas attractive and easy to use.
Plan for and respond to changing needs in our districts.
Provide parking options for bicycles, motorcycles, and other transporta-
tion alternatives.
Work cooperatively with our local government partners.
Provide for the safe movement of pedestrian & vehicle traffic.
FY10 BUDGET HIGHLIGHTS
Continuation of Vehicle mounted Digital Tracking system for parking enforce-
ment.
Operation of Parking Garage facility, which came online in April 2009.
Approved Budget FY11 149 City of Bozeman, Montana
PARKING
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND RECOM'D CHANGE CHANGE
Staffing: Full-Time Equivalents 4.75 4.75 4.75 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 213,707 $ 184,447 $ 186,546 $ 2,099 1%
2000 - 7599 Operating 552,750 181,272 180,210 (1,062) -1%
8000 - 8999 Capital 6,733,372 - - - 0%
9000 - 9699 Debt Service -
9900 - 9999 Transfers 3,417,857
Total All Categories $ 10,917,686 $ 365,719 $ - $ 366,756 $ 1,037 0%
EXPENDITURES BY DIVISION
Division
3310 Parking Administration $ 3,542,644 $ 149,085 $ 136,375 $ -9%
3320 Parking Operations/Enforcement 194,411 140,346 155,881 $ 15,535 11%
3330 Parking Garage Operations 7,180,631 76,288 74,500 $ (1,788) -2%
Total All Divisions $ 10,917,686 $ 365,719 $ - $ 366,756 $ 1,037 0%
EXPENDITURES BY FUND
Fund
650 Parking Fund Enterprise $ 7,751,351 $ 365,719 $ - $ 366,756 $ 1,037 0%
557 Parking Garage Construction 3,166,335 - - $ - 0%
Total All Funds $ 10,917,686 $ 365,719 $ - $ 366,756 $ 1,037 0%
Approved Budget FY11 150 City of Bozeman, Montana
PARKING
___________________________________________________________
PERFORMANCE MEASURERS
Standard FY 08
Actual
FY 09
Actual
FY 10
Estimated
FY11
Budgeted
Downtown Parking:
Overtime citations 4,000 3,298 3,107 3,000 4,000
Total Citations 6,500 5,140 6,336 6,500 6,500
MSU Parking District:
Parking District Citations 3,000 2,943 3,001 3,100 3,000
Total Citations 4,000 4,511 4,399 3,300 4,000
BHS Parking District:
Parking District Citations 400 278 200 350 400
Approved Budget FY11 151 City of Bozeman, Montana
PUBLIC SERVICES INDEX
PUBLIC SERVICES ADMINISTRATION
PAGE 153
STREETS
159
WATER PLANT
165
WATER OPERATIONS
171
WASTEWATER OPERATIONS
176
WASTEWATER PLANT
181
SOLID WASTE COLLECTION
186
SOLID WASTE RECYCLING
190
VEHICLE MAINTENANCE
193
Approved Budget FY11 152 City of Bozeman, Montana
Approved Budget FY11 153 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
PROGRAM DESCRIPTION
The public service/engineering budget includes the director of public service, engineer-
ing, and snow removal.
The director of public service has oversight responsibilities for water and sewer utilities,
street maintenance, vehicle repair, solid waste utility, parks, cemetery, forestry, public
facilities, and engineering.
The engineering division provides technical engineering in the preparation, review, and
oversight in the planning, design, construction inspection and construction manage-
ment of the city’s public works facilities including water treatment and distribution,
wastewater collection and treatment, sanitary sewer and storm water collection and
treatment, streets (with appurtenant curb, gutter, sidewalk and drainage facilities), traf-
fic control facilities, solid waste, and other infrastructure projects. The division estab-
lishes and maintains current city infrastructure standards and assures compliance with
City, County, State, and Federal rules, regulations, codes and engineering standards.
The engineering division also maintains the city’s infrastructure files and records,
maps, plats, property ownership and other records; participates in the review and ap-
proval of subdivision, annexation, and zone code / development proposals for confor-
mance with established standards; performs engineering surveys; coordinates infra-
structure work with County, State, and Federal agencies; administers the EPA-
mandated wastewater pretreatment program; and administers the city’s flood plain or-
dinance, sidewalk repair and installation programs, and the sidewalk snow and weed
enforcement programs.
Approved Budget FY11 154 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
MAJOR OBJECTIVES
To coordinate the activities of the public service department divisions.
To establish and maintain policies, procedures and protocol for conducting the de-
partment's functions.
To assist the city manager and administrative services director in reviewing enter-
prise 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,
public lands and transportation facilities are implemented in a cost-effective man-
ner, and that all city infrastructure improvements are constructed in a quality man-
ner to provide reliable service for the public’s immediate and long-term needs.
Approved Budget FY11 155 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 8.15 8.15 8.15 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 433,889 $ 448,075 $ 407,879 $ (40,196) -9%
2000 - 7599 Operating 77,379 42,297 40,745 $ (1,552) -4%
8000 - 8999 Capital 155,514 - - $ - 0%
9000 - 9699 Debt Service - - -
9900 - 9999 Transfers -
Total All Categories $ 666,782 $ 490,372 $ - $ 448,624 $ (41,748) -9%
EXPENDITURES BY DIVISION
Division
4010 Public Services Administration $ 35,557 $ 36,631 $ 37,224 $ 593 2%
4020 Engineering 415,924 428,725 388,086 $ (40,639) -9%
4030 Snow Removal Enforcement 14,385 23,466 21,764 $ (1,702) -7%
4040 Weed Cutting Enforcement - 750 750 $ - 0%
4050 Sidewalk Repair Program - 800 800 $ - 0%
4060 Sidewalk & Curb Construction 1,191 - - $ - 0%
4070 S.I.D Construction 199,725 - - $ -
Total All Divisions $ 666,782 $ 490,372 $ - $ 448,624 $ (41,748) -9%
EXPENDITURES BY FUND
Fund
010 General Fund $ 467,057 $ 490,372 $ - $ 448,624 $ (41,748) -9%
500… S.I.D Construction 199,725 $ - 0%
Total All Funds $ 666,782 $ 490,372 $ - $ 448,624 $ (41,748) -9%
Approved Budget FY11 156 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
WORKLOAD INDICATORS
Approved Budget FY11 157 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
Approved Budget FY11 158 City of Bozeman, Montana
PUBLIC SERVICES ADMINISTRATION
___________________________________________________________
Approved Budget FY11 159 City of Bozeman, Montana
STREETS
___________________________________________________________
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 pur-
pose of maintaining its streets, alleys, and other public places.
The maintenance districts were first created during fiscal year 1990-91. Each year, assess-
ments are levied on each piece of property within the city limits. The assessments are placed
on the property owners' SID notices each year. The collections in November and May provide
the revenues for the street maintenance district program. Any unexpended balance will be
available for re-appropriation next fiscal year.
The assessment for the costs and expenses incurred in maintaining streets, alleys, and other
public places within the maintenance district is assessed against each lot or parcel within the
district for that part of the cost which its assessable area bears to the assessable area of the
entire district, exclusive of streets, avenues, alleys, and public places.
GAS TAX FUND:
The gas tax 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 ser-
vices, schools, employment, shopping, community services, or other facilities in a quick, con-
venient, safe and comfortable manner for all population groups in the community with a mini-
mum of harmful effects on the environment.
Approved Budget FY11 160 City of Bozeman, Montana
STREETS
___________________________________________________________
MAJOR OBJECTIVES
To implement an efficient pavement management plan, which would help develop yearly
maintenance programs for failing street infrastructure.
To develop and design efficient truck by-pass routes and effective arterial and collector
street networks for moving traffic through the city.
To maintain streets and alley right-of-ways to allow traffic to move in a safe and prudent
manner.
To improve the quality of summer and winter street maintenance work to resolve traffic
congestion and vehicle movements by implementing better street routing and signalization
procedures.
Continued use of alternative fuels such as Biodiesel and Ethanol in our fleet.
Institute a city wide curb replacement program with assistance from the Engineering Dept.
Expand our cooperative efforts with the County Road Department and MDT.
Approved Budget FY11 161 City of Bozeman, Montana
STREETS
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 17.62 17.62 17.62 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 1,045,629 $ 1,091,083 $ 1,161,487 $ 70,404 6%
2000 - 7599 Operating 1,375,395 1,236,588 1,419,326 182,738 15%
8000 - 8999 Capital 1,640,367 1,180,000 1,078,456 (101,544) -9%
9000 - 9699 Debt Service 86,366 - 85,000 85,000
9900 - 9999 Transfers 218,357 30,515 10,515 (20,000) -66%
Total All Categories $ 4,366,114 $ 3,538,186 $ - $ 3,754,784 $ 216,598 6%
EXPENDITURES BY DIVISION
Division
4110 Street Operations $ 2,312,062 $ 2,520,274 $ 2,580,254 $ 59,980 2%
4120 Street Maintenance 738,628 678,067 679,335 $ 1,268 0%
4130 Street Construction 831,495 30,515 10,515 $ (20,000) -66%
4140 Snow & Ice Removal - - $ -
4150 Street Lighting 383,459 208,000 373,000 $ 165,000 79%
4171 Traffic Signs & Markers 100,470 101,330 111,680 $ 10,350 10%
Total All Divisions $ 4,366,114 $ 3,538,186 $ - $ 3,754,784 $ 216,598 6%
EXPENDITURES BY FUND
Fund
010 General Fund $ 163,388 $ 30,515 $ - $ 10,515 $ (20,000) -66%
108 Community Transportation $ 60,926 $ 30,515 $ 10,515 $ (20,000) -66%
109 Highway Safety Improvement Projects $ - $ 19,000 $ - $ (19,000) -100%
110 Gas Tax Fund 674,644 616,500 616,500 $ - 0%
111 Street Maintenance District 2,247,562 2,091,656 2,452,254 $ 360,598 17%
114 Street Impact Fees 748,095 600,000 350,000 $ (250,000) -42%
146…201 Lighting Districts 383,459 150,000 315,000 $ 165,000 110%
500…599 Construction Projects 88,040 $ - 0%
Total All Funds $ 4,366,114 $ 3,538,186 $ - $ 3,754,784 $ 216,598 6%
Approved Budget FY11 162 City of Bozeman, Montana
STREETS
___________________________________________________________
FY 10 BUDGET HIGHLIGHTS
Added subdivisions for plowing notification Priceless
Chip seal treatments $55,000
Mill and Overlay University Subdivision $300,000
Paved parking garage alley $8,000
Added weekend shift (Savings vs. Standby) ($3,000)
Installed well and irrigation on Oak Street median $15,000
FY 11 ANTICIPATED ACCOMPLISHMENTS
· 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
Approved Budget FY11 163 City of Bozeman, Montana
STREETS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Percentage of Pothole Repairs still holding 6
months later:
Summer Patches (Target 90%)
Winter Patches (Target 50%)
90%
50%
90%
30%
90%
30%
90%
30%
95%
40%
Percentage of citizen-called-in Pot holes re-
paired within: (Target 7 working days)
90%
100%
100%
100%
100%
Percentage that find ease of travel by:
Car
Bicycle
Walking
100=Excell
0=poor.
By Survey
40%
44%
61%
n/a
n/a
n/a
40%
45%
65%
45%
45%
65%
Percentage of Snow Routes completed (Target
– Plowed & Sanded within 4 hours of notification
– 5 person crew
Arterial and Collector Routes
Commercial Route
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Percentage of Residential Streets completed
(Target – Plowed & Sanded 56 hours after
snowfall ceases – 5-person crew/16 hr. shifts
100%
75%
80%
80%
80%
Respond to emergency calls within 1 hour of
notification (weekdays)
100%
100%
100%
100%
100%
Percentage of ROW mowing completed within 3
weeks of startup (Target 100% initial mowing)
100%
85%
90%
90%
90%
Percentage of citizens rating street cleanliness
as satisfactory (Target 90% - Results of Survey) 100=Excell
0=poor
47%
n/a
47%
60%
Efficiency Measurers Standard FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Labor hours per pothole repair (Target) <.50
.50
.60
.60
.60
.60
Repair pot holes & Other Road Hazards – Tar-
get
Repair Pothole > 3‖ deep & 6‖ wide within 2
working days of notification
Repair Pothole < 3‖ deep & 6‖ wide within 7
working days of notification
2
7
2
7
2
7
2
5
2
5
Shoulder blocks of Right-of-way mowed per day
(Target 20 – 25)
20-25
22
22
23
23
Alley blocks trimmed of brush & debris per day
(target 15-20 w/3-person crew)
15-20
20
20
20
20
Graveled streets graded
Target 1.0 labor-hours/1,000 lineal Feet or 1,000
lineal Feet per hour
1,000
900
900
900
900
Alley blocks graded and surface material placed
per day (Target 8-10/grader)
8-10
12
12
12
12
Crack sealing of asphalt streets – lineal feet per
labor hour (Target 80-90)
80-90
100
100
100
100
Curb miles of streets swept per day (Target 35-
40/sweeper)
35-40
50
50
50
50
Streets plowed and sanded
(14 lane-miles /hr. [normal snowfall]
(10 lane-miles /hr. [heavy snowfall]
14
10
14.5
10.5
14.0
8.5
14.0
9.0
14
10
Approved Budget FY11 164 City of Bozeman, Montana
STREETS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Street & Alley Mileage 229 229 235 235
Lineal Feet of Curb Replaced 1526 240 0 800
# of Pedestrian Ramps Installed 4 10 0 10
Miles Chip Sealed 3.8 0 1.91 2.9
Miles Paved (Includes Asphalt Millings) 1.9 1.57 1.88 1.8
Miles Graveled 3 3 3 3
Miles of Street Milling 1.9 1.57 1.88 1.8
Lbs of Crack Sealer Used 4320 5700 5700 5700
# of Signs Installed 652 732 750 800
Lane Miles Painted 40 34.8 40 45
Lane Miles Plowed and Sanded 1000 1020 1020 1100
Miles of Crosswalks Painted 7.5 1.5 2 2
Miles of Crosswalk Tape Applied 200 lf 200 lf 200 lf 200 lf
Miles of Yellow Curb Painted 10.2 8.1 10.5 11
Number of Storm Inlets Maintained 5350 5350 5500 5500
Number of Storm Manholes Maintained 348 348 356 364
Curb Miles of Streets Swept 10000 10000 10000 10500
Signal Lights Maintained 62 66 66 66
Flashing Yellow Lights Maintained 26 26 26 26
Dead Animals Picked Up 18 25 20 20
Tons of Leaves Collected 885 900 970 1000
Frequency of Residential Streets Swept 2 2 3 3
Street Closures for Special Events 15 25 30 30
Miles of Creek Maintained 1 1 1 1
Miles of Sidewalk Plowed 2 2 2 2
Approved Budget FY11 165 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
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 1.5 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 superin-
tendent as of FY-09.
The WTP operators are also responsible for all monitoring of the drinking water in the distribution system in accor-
dance 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. A significant increase in sample collecting is anticipated due
to the requirements of the Long Term 2 Enhanced Surface Water Treatment Rule, and the Stage 2 Disinfectants/
Disinfectants Byproducts Rule.
The WTP operators are 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 is scheduled to be completed in FY-
10. Final design of that plant is scheduled to start in FY-10. 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 production expansion
engineering design is scheduled for completion in FY09. Construction of the Lyman Creek expansion is scheduled
for completion in FY-10.
The Sourdough Tank repair project is scheduled for completion in FY-09. This project includes structural repairs to
and reinforcement of the tank and the replacement of several major valves.
Approved Budget FY11 166 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
MAJOR OBJECTIVES
Mission: to protect the public health through optimization of the Sourdough Creek
and Lyman Creek Water Treatment Plants.
To maintain high-quality drinking water of low turbidity, void of contaminants.
To meet the water supply demands of the city of Bozeman.
Monitor and maintain water treatment plant facilities to insure current needs are met
and to anticipate future water quality and quantity needs.
Approved Budget FY11 167 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 9.27 9.27 9.27 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 637,989 $ 643,673 $ 654,782 $ 11,109 2%
2000 - 7599 Operating 2,100,987 1,421,907 1,151,189 (270,718) -19%
8000 - 8999 Capital 1,032,930 1,744,311 6,311,505 4,567,194 262%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 3,771,906 $ 3,809,891 $ - $ 8,117,476 $ 4,307,585 113%
EXPENDITURES BY DIVISION
Division
4610 WTP Operations $ 1,992,153 $ 1,930,580 $ 1,840,971 $ (89,609) -5%
4620 WTP Construction 1,779,753 1,879,311 6,276,505 $ 4,397,194 234%
Total All Divisions $ 3,771,906 $ 3,809,891 $ - $ 8,117,476 $ 4,307,585 113%
EXPENDITURES BY FUND
Fund
600 Water Fund $ 3,465,174 $ 2,917,248 $ - $ 7,417,476 $ 4,500,228 154%
610 Water Impact Fees 306,732 892,643 700,000 $ (192,643) -22%
Total All Funds $ 3,771,906 $ 3,809,891 $ - $ 8,117,476 $ 4,307,585 113%
Approved Budget FY11 168 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
· Membrane Plant Construction $ 6,000,000
· Sourdough Dam Engineering $ 250,000
· Lyman Discharge De-Chlorination $ 50,000
· Water Conservation $ 50,000
FY 11 ANTICIPATED ACCOMPLISHMENTS
· 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
· Complete Final design of the Sourdough Water Treatment Replacement Plant
· Start Construction on the Sourdough Water Treatment Replacement Plant
· Continue Engineering Design of the Sourdough Creek Dam Replacement
· Continue Implementing a Water Conservation Program
Approved Budget FY11 169 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Provide adequate drinking and fire fighting
water in reserve tanks:
Requires 40% tank reserves
100%
100%
100%
100%
100/%
Maintain fluoride level in distribution system
between .85 and 1.25 PPM daily average
100%
82%
84%
82%
100
%
Maintain chlorine residual according to EPA
requirements for inactivate Giardia cysts
100% 100%
100%
100%
100%
Optimize water quality by maintaining lowest
possible WTP effluent NTU:
(state requirement < .3 NTU)
WTP daily average (WTP Goal = < 0.11)
WTP High daily individual filter (WTP Goal = <
0.21)
100%
98%
98%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
Unscheduled repair/maintenance completed
within 2 weeks (dependent on vendor schedule)
number if items not completed: 100% 100% 100% 100% 100%
Scheduled repair/maintenance completed
within 7 days
95%
98%
98%
98%
100%
Maintain operator certification 10hrs training/yr
100%
100% 100% 100% 100%
Sample and test distribution system water quality
per state and federal requirements:
10,000 readings/tests per year
100%
100%
100%
100%
100%
Efficiency Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
$’s/million gallons of water treated
(Highly dependent upon the weather)
$834
$870
$939
$911
Plant capacity per day 15 million gal-
lons
Maximum water demand per day
gallons
11,584,000
11,149,000
9,872,000
12,000,000
Average water demand per day
gallons
5,301,000
5,427,000
5,076,000
5,205,000
Total water demand per year
gallons
1,986,000,000
1,981,000,00
0
1,851,000,00
0
1,900,000,00
0
Approved Budget FY11 170 City of Bozeman, Montana
WATER PLANT
___________________________________________________________
WORKLOAD INDICATORS
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 Reser-
voir Level.
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Estimate of Average Hours per Day of:
Plant Operation 22.7 23.1 23.1 24.0
Laboratory Analysis & Collection 5.0 6.5 6.5 6.5
Monitor Water Quality: Sourdough & 24.0 24.0 24.0 24.0
Diversion & Reservoir Monitoring 3.0 3.0 3.0 3.0
Approved Budget FY11 171 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
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 read-
ing 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.
Approved Budget FY11 172 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
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 dis-
tribution system.
To respond to all locate requests in a timely manner and accurately locate all water infrastruc-
ture
Approved Budget FY11 173 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 16.62 15.62 - 15.62 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 1,092,046 $ 1,054,418 $ 1,107,109 $ 52,691 5%
2000 - 7599 Operating 8,035,657 1,030,892 1,090,749 59,857 6%
8000 - 8999 Capital 655,931 1,497,100 1,133,798 (363,302) -24%
9000 - 9699 Debt Service 93,312 31,547 32,916 1,369 4%
9900 - 9999 Transfers 75,523
Total All Categories $ 9,952,469 $ 3,613,957 $ - $ 3,364,572 $ (249,385) -7%
EXPENDITURES BY DIVISION
Division
5010 Water Operations $ 2,239,286 $ 2,192,701 $ 2,956,262 $ 763,561 35%
5020 Utility Locates 8,026 16,548 7,698 $ (8,850) -53%
5030 Water Services 22,877 35,000 35,000 $ - 0%
5040 Water Construction 7,272,319 1,000,000 - $ (1,000,000) (100%)
5050 Reserviors 37,848 - - $ -
5060 Meter Reading 277,179 302,208 293,612 $ (8,596) -3%
5070 Hydrants 50,572 37,500 42,000 $ 4,500 12%
5080 Water Valves 21,071 15,000 15,000 $ - 0%
5090 Main Repairs 23,291 15,000 15,000 $ - 0%
Total All Divisions $ 9,952,469 $ 3,613,957 $ - $ 3,364,572 $ (249,385) -7%
EXPENDITURES BY FUND
Fund
600 Water Fund $ 9,890,974 $ 3,613,957 $ - $ 3,364,572 $ (249,385) -7%
610 Water Impact Fees 61,495 - - $ -
Total All Funds $ 9,952,469 $ 3,613,957 $ - $ 3,364,572 $ (249,385) -7%
Approved Budget FY11 174 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Repair main breaks/leaks within four hours of
discovery 100% (5) 100% (6) 100% (6) 100% (6) 100%
Operate every valve (recommended annually)
100%
2,400 14%
336 16%
368 33%
800 35%
850
Operate every Fire Hydrant (recommended bi-
annually) 100%
2,286 20% 30%
707 30%
700 31%
725
Flush every main (recommended annually) 100% 20% 20% 20% 20%
Read every meter once per month 100% 100% 100% 100% 100%
Damage to other utilities 0 2 0 0
New Water Service Inspections 2 Hr X 1 with 4
hr Response 90%
316 90%
89 90%
50 90%
60
Efficiency Measurers
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
MH cost per hydrant flow
(450) $8.79 (707) $41.37 (70) $56.41 (725) $56.00
MH cost per hydrant replace (2) $2,455.02 (5) $2,540.94 (10) $2,629.87 (7) $2629.87
MH cost per hydrant repair
(11) $523.59 (69) $592.00 (80) $300.00 (80) $300.00
MH cost per curb box repair (120) $141.71 (112) $153.00 (150) $158.00 (150) $160.00
MH cost per water service repair
(17) $555.00 (23) $821.00 (30) $943.00 (30) $900.00
MH cost per water main repair/break
(5)
$1.581.00 (6)
$4,000.00 (6)
$3,100.00 (7)
$3,500.00
MH cost per renewed water service
(3)
$1,225.37 (7)
$3,200.00 (10)
$3,000.00 (12)
$3,000.00
Approved Budget FY11 175 City of Bozeman, Montana
WATER OPERATIONS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
New Service Main Taps 15 39 30 30
Renewal Service Installations 3 7 10 12
Meter Replacement/Repair 878 368 650 650
Valve Operation 336 707 800 850
One-Call Location Request 4,995 4,240 3,000 2,750
Hydrant Flushing 25% 707 700 725
Hydrant Replacement 4 5 7 7
New Water Service Line Inspections 316 89 50 60
Water Main Repairs 11 14 10 12
Fire Hydrant Repairs 11 69 80 80
Water Main Valves Replaced 5 5 10 15
Water Main Valve Box Repairs 24 54 50 50
Water Service Line Repairs 17 23 30 30
Curb Box Repairs 120 112 150 150
Water Main Breaks 5 6 6 7
Commercial Cross Connection Survey 0 33 125 150
Approved Budget FY11 176 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
PROGRAM DESCRIPTION
The wastewater operations budget unit accounts for the costs associated with provid-
ing 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 6 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 ex-
isting infrastructure to determine deficiencies and recommend repairs and prioritize
capital improvements. This enables us to minimize emergency callouts and customer
service problems.
Approved Budget FY11 177 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
MAJOR OBJECTIVES
To adequately maintain and locate the City's wastewater system including manholes, wastewater
collection and transmission systems, and lift stations.
To 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
Approved Budget FY11 178 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 10.25 10.25 10.25 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1199 Salaries & Overtime $ 581,171 $ 552,335 $ 537,561 $ (14,774) -3%
2000 - 7599 Operating 7,339,264 1,052,112 1,225,852 173,740 17%
8000 - 8999 Capital 425,832 5,282,700 - 559,050 (4,723,650) -89%
9000 - 9699 Debt Service - - - -
9900 - 9999 Transfers 50,659 -
Total All Categories $ 8,396,926 $ 6,887,147 $ - $ 2,322,463
$(4,564,684) -66%
EXPENDITURES BY DIVISION
Division
5210 Wastewater Operations $ 3,187,602 $ 6,835,199 $ - $ 2,270,515
$(4,564,684) -67%
5220 Utility Locates 3,199 4,348 4,348 $ - 0%
5230 Wastewater Services 1,260 8,000 8,000 $ - 0%
5240 Wastewater Construction 5,186,488 - - - $ -
5250 Manholes 11,494 25,000 25,000 $ - 0%
5260 Televising 5,399 6,600 6,600 $ - 0%
5280 Main Repairs 1,484 8,000 8,000 $ - 0%
Total All Divisions $ 8,396,926 $ 6,887,147 $ - $ 2,322,463
$(4,564,684) -66%
EXPENDITURES BY FUND
Fund
620 Wastewater Fund $ 8,039,060 $ 2,162,147 $ - $ 2,322,463 $ 160,316 7%
630 Wastewater Impact Fees 55,209 4,725,000 -
$(4,725,000) -100%
625 Wastewater EPA Grant 302,657 - - $ -
Total All Funds $ 8,396,926 $ 6,887,147 $ - $ 2,322,463
$(4,564,684) -66%
Approved Budget FY11 179 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 08
Actual
FY 09
Actual
FY 10
Pro-
jected
FY 11
Budgeted
Flush every main in city (trunk line not included)
Once/year 110 Miles 90 Miles 95 Miles 95 Miles
Root cut affected mains in city
(do not root cut PVC only root cut in areas
with large trees)
Once/year 39 Miles 54 Miles 54 Miles 54 Miles
Respond to sewer backup calls
(normally on scene within 30 minutes)
Within 30 Min 8 Calls 100% 16 Calls 100% 15 Calls 100% 15 Calls 100%
Install new service within 10 working days (dependent on owner readiness)
100% 29
100% 15
100% 15
100% 15
100%
TV inspection of new mains prior to
acceptance (we will televise all our new
infrastructure to determine the quality of
installation)
100% 4.8 Miles
100% 1 Mile
100% 1 Mile
100% 1 Mile
100%
Efficiency Measurers Standard
FY 08
Actual
FY 09
Actual
FY 10
Pro-
jected
FY 11
Budgeted
MH cost per sewer repair
(3 men x 7 hrs)
15
$870.00 19
$1,046.00 20
$1,100.00 35
$1,200.00
MH cost per new sewer tap
(2 men x 1 hr)
22
$334.00 15
$178.00 15
$180.00 15
$180.00
MH cost per manhole repair
(2 men x 12 hrs + Material)
7
$576.45 16
$268.00 20
$275.00 20
$275.00
MH cost per sewer backup call
(2men x 2 hrs)
8
$94.68 16
$94.68 12
$101.00 15
$104.53
Approved Budget FY11 180 City of Bozeman, Montana
WASTEWATER OPERATIONS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Main Line Flushing
110 Miles 90 Miles 95 Miles 95 Miles
Manhole Inspection (ring/lid/steps)
100 % 100 % 100% 100 %
Main Line Root Cutting
39 Miles 54 Miles 54 Miles 54 Miles
Main Line Inspection TV
11.8 Miles 23 Miles 30 Miles 35 Miles
Manhole Ring Replacement/Overlay Project
15 15 18 18
New Infrastructure TV
4.8 Miles 1 Mile 1 Mile 2 Miles
Sewer Manhole Repairs 7 16 20 20
Main Line Repairs 15 19 15 20
New Service Taps 22 15 15 15
One Call Location Requests 4,995 4,240 3,000 2,750
Approved Budget FY11 181 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
PROGRAM DESCRIPTION
The wastewater plant budget accounts for the costs associated with the treatment of the City’s
domestic, commercial, and industrial wastewater. The Bozeman Wastewater Treatment Plant
(WWTP) is an award-winning facility that serves to protect and enhance the water quality of the
East Gallatin River.
The purpose of the wastewater treatment facility is to ensure strict environmental compliance
by discharging thoroughly treated water that meets or exceeds all State and Federal environ-
mental standards. Through its beneficial reuse program, the Bozeman WWTP also maintains
compliance with EPA Part 503 Biosolids regulations. All plant biosolids are thoroughly di-
gested and then land applied as a beneficial fertilizer.
The Bozeman WWTP has now launched a significant plant expansion and technology upgrade
in order to meet the growing demand for wastewater services in our community. This plant
upgrade will also enable the City to begin removing nitrogen and phosphorus compounds as
well as conventional pollutants. Whenever possible these plant improvements will be funded,
in part, by matching grants from the U.S. Environmental Protection Agency and through waste-
water impact fees. The City currently has no outstanding indebtedness related to the waste-
water treatment plant.
MAJOR OBJECTIVES
To protect and enhance the water quality of the East Gallatin River.
To consistently achieve full compliance with all aspects of the City’s Montana Pollutant Dis-
charge Elimination System (MPDES) permit administered by the State Department of Environ-
mental Quality.
To maintain the mechanical reliability of the wastewater treatment facility to ensure uninter-
rupted operations.
To optimize the operational reliability of the wastewater treatment facility.
To comply with all EPA 503 Biosolids land application requirements and regulations.
To minimize unpleasant odors.
Approved Budget FY11 182 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 15.87 15.87 15.87 0%
EXPENDITURES BY CATE-
GORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 934,279 $ 976,553 $ 1,006,580 $ 30,027 3%
2000 - 7599 Operating 1,439,182 1,203,839 1,269,922 66,083 5%
8000 - 8999 Capital 6,246,396 16,416,324 21,439,465 5,023,141 31%
9000 - 9699 Debt Service - 400,000 400,000
9900 - 9999 Transfers - - -
Total All Categories $ 8,619,857 $18,596,716 $ - $ 24,115,967 $ 5,519,251 30%
EXPENDITURES BY DIVISION
Division
5610 Facility Operations $ 1,822,491 $ 1,950,413 $ 2,439,252 $ 488,839 25%
5620 Laboratory 152,963 162,841 218,240 $ 55,399 34%
5630 Sludge Injection 100,395 64,638 66,010 $ 1,372 2%
5640 Pretreatment 3,005 2,500 2,500 $ -
5650 WRF Construction 6,541,003 16,416,324 21,389,965 $ 4,973,641 30%
Total All Divisions $ 8,619,857 $18,596,716 $ - $ 24,115,967 $ 5,519,251 30%
EXPENDITURES BY FUND
Fund
620 Wastewater Fund $ 8,357,102 $18,596,716 $ - $ 23,715,967 $ 5,119,251 28%
630 Wastewater Impact Fees - - 400,000 $ 400,000 100%
625 Wastewater EPA Grant 262,755 - - $ - 0%
Total All Funds $ 8,619,857 $18,596,716 $ - $ 24,115,967 $ 5,519,251 30%
Approved Budget FY11 183 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Continue on-going BNR Plant Phase 1 Construction-Williams Bros Construction.
$12,500,000 = (90%)($20.3M remaining in original budget minus ~$6.4M in FY10)
Construct new Laboratory and Administration Building- Williams Bros.
$1,680,000 (total contract award)
Construct new Digester No.3 and Solids Dewatering Building-McAlvain Constructors.
$5,298,965 (total contract award)
HDR / MMI Construction Management / Project Inspection Contract
$1,170,000 = (90%)($1.65M remaining in original budget minus ~$350K in FY10)
HDR/IAC System Integration and SCADA Programming
$400,000 = (80%)($499,362 total contract award)
HDR/MMI Start-up Services, Training & e-O&M Manual Development
$341,000 = (80%)($426,865 total contract award)
Estimated BNR Project Grand Total for FY11 =$21,389,965
FY 11 ANTICIPATED ACCOMPLISHMENTS
Design of the City’s new BNR facility has been completed and two major construction contracts have
been awarded to Williams Bros Construction for our Phase I plant upgrade and construction of a new
Laboratory and Administration Building. In addition, the City has recently awarded a 3rd major construc-
tion contract to McAlvain Civil Constructors for the construction of a new anaerobic digester and solids
dewatering building. Together, these three simultaneous projects will represent an investment of over
$21,000,000 in capital improvements for FY11. The City’s new BNR facility will include a new, state-of-
the-art plant headworks, vortex grit removal, a new primary effluent pumping station, two BNR bioreactor
basins, an anaerobic digester, standby emergency power, and UV disinfection.
Throughout the coming year the entire plant staff will be engaged in construction management activities.
The coordination of a wastewater expansion project of this magnitude will require constant 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 WRF staff will also continue with its increased effort to inspect and closely monitor industrial pre-
treatment activity and on-site inspections. In FY11 we will continue with our expanded program of
grease trap inspections for commercial kitchen facilities and area restaurants.
Approved Budget FY11 184 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Design
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Meet final effluent discharge permit parameters
for pH
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for Ammonia Nitrogen
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for E. Coli
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for CBOD 5
100%
100%
100%
100%
100%
Meet final effluent discharge permit parameters
for TSS
100%
100%
100%
100%
100%
% CBOD removal (% of carbonaceous bio-
chemical oxygen demand removed is a meas-
ure of the effectiveness of the plant) 85% 97% 98% 97% 97%
% of total suspended solids removed 85% 96% 97% 96% 96%
% of Acute Whole Effluent Toxicity Tests
passed on final effluent
100%
100%
100%
100%
100%
Number of Plant Bypasses 0 0 0 0 0
Meet EPA’s Part 503 Biosolids Regulations 100% 100% 100% 100% 100%
Efficiency Measurers
Design
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Million gallons of wastewater flow treated per
day
(MGD)
5.78
5.71
5.50
5.75
5.80
Total gallons of wastewater flow treated per
fiscal year (MG)
2,110
2,084 2,008 2,098 2,117
CBOD Plant Loading (lbs/day)
8,580 12,816 12,517 12,900 13,400
TSS Plant Loading (lbs/day)
7,220 15,259 13,847 14,200 14,600
CBOD Total lbs removed per day 7,293 12,431 12,226 12,500 13,000
TSS Total lbs removed per day 6,137 14,648 13,293 13,600 14,000
Total O & M dollars spent per million gallons of
wastewater flow treated per year
N/A
$805
$862
$929
$933
Total salary and benefit dollars spent per million
gallons of wastewater flow treated per year
N/A
$435
$398
$402
$403
Total energy dollars spent per million gallons of
wastewater flow treated per year
N/A
$145
$164
$162
$173
Total O & M budget monies spent per year
(excluding depreciation)
N/A
$1,679,341
$1,730,188
$1,950,413
$1,976,161
Approved Budget FY11 185 City of Bozeman, Montana
WASTEWATER PLANT
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
Plant O&M Tasks
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Preventive Maintenance & Lubrication
826 855 860 860
Corrective Maintenance
80 73 75 75
Bldg. & Grounds Maintenance
412 412 412 412
LAB TASKS
Activated Sludge Process Control Tests
4745 4745 4745 5370
Required MPDES Regulatory Tests
6475 6550 6550 6550
Calibration of Lab Equipment
730 730 730 782
LOADING PARAMETERS
Population Served
38,900 40,500 41,800
42,600
Influent Flow (MGD)
5.71 5.50 5.75 5.80
BOD Loading (lbs per day)
12,816 12,517 12,900 13,400
TSS Loading (lbs per day)
15,259
13,847 14,200 14,600
SLUDGE INJECTION
Biosolids Injected (Metric tons) 709 557 590 620
Acres Injected 662 413 440 460
Approved Budget FY11 186 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
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 13,309 tons were collected and delivered either to the Story Mill Landfill or to the Logan
landfill.
The Division employ’s fourteen Teamster Union Operators. The Division competes
with Allied Waste Services for residential, commercial and roll-off business within the Bozeman city lim-
its.
The Division operates a pay as you throw collection system, which establishes a direct relationship be-
tween 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 set out for collection, 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 loca-
tions.
Promote the front-load commercial service, providing competition and six day a week service.
Approved Budget FY11 187 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 14.74 14.74 14.74 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 1,038,119 $ 1,007,337 $ 966,070 $ (41,267) -4%
2000 - 7599 Operating 1,529,303 1,216,475 1,176,205 (40,270) -3%
8000 - 8999 Capital 799,178 390,000 - 132,000 (258,000) -66%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers 195,330 - -
Total All Categories $ 3,561,930 $ 2,613,812 $ - $ 2,274,275 $ (339,537) -13%
EXPENDITURES BY DIVISION
Division
5810 Solid Waste Collection $ 3,561,930 $ 2,613,812 $ - $ 2,274,275 $ (339,537) -13%
Total All Divisions $ 3,561,930 $ 2,613,812 $ - $ 2,274,275 $ (339,537) -13%
EXPENDITURES BY FUND
Fund
640 Solid Waste Fund $ 3,561,930 $ 2,613,812 $ - $ 2,274,275 $ (339,537) -13%
Total All Funds $ 3,561,930 $ 2,613,812 $ - $ 2,274,275 $ (339,537) -13%
Approved Budget FY11 188 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Replace the packer unit on our oldest front-line residential truck which currently has over
7000 hours and 398,982 arm lifts.
FY 10 ACCOMPLISHMENTS
Two hundred and seven thousand miles were driven in CY 09 collecting and delivering re-
fuse 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 2.6%.
Completed Final cover of Class II Landfill.
Completed CMC Asbestos project.
Completed Office expansion
Assisted in Main Street Explosion clean-up.
Approved Budget FY11 189 City of Bozeman, Montana
SOLID WASTE COLLECTION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
CY 06
Actual
CY 07
Actual
CY 08
Actual
CY09
Actual
FY10
Budgeted
FY11
Projected
Garbage Collection Program
Residential
Commercial
Number of containers emptied
weekly
Number of accounts billed***
6,310
211
6,521
6,608
239
6,847
6,779
254
7,033
6,957
262
7,219
6963
6,900
260
7,160
7131
268
7,399
7137
Yearly Tonnage Collected 11,171 11,953 **11,879 *10,397 12,895 10,657
Number of Collection Vehicles 7 6 6 6
7 6 6 7
WORKLOAD INDICATOR
CY 06
Actual
CY 07
Actual
CY08
Actual
CY 09
Actual
FY10
Budgeted
FY11
Pro-
jected
Roll-off Program
# of roll-offs serviced
na
*757
633
430
760
400
Number of Roll-off Trucks 2 3 3 4 4 4
Yearly Tonnage Collected 2,193 2,117 1,782
216
1,800
Approved Budget FY11 190 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
PROGRAM DESCRIPTION
The goal of the Solid Waste Curbside Recycling program is to divert recyclables from
the main waste stream that would normally be landfilled and make recycling more con-
venient 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.
The recycling program underwent major changes in FY10, with the continued growth of
the first municipal curbside recycling program in the state of Montana. Our curbside
program now has exceeded the ―design capacity‖ of the one person, one truck opera-
tion, with over 880 weekly customers, and more than 225 tons of materials diverted
last year.
MAJOR OBJECTIVES
To help minimize the amount of solid waste going to the landfill for disposal.
To facilitate the separation of materials going to the landfill and support the functions of
the Gallatin County Solid Waste Management District.
To continue to expand the first first municipal curbside recycling program in Montana.
Approved Budget FY11 191 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 1.00 1.00 1.00 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 67,615 $ 62,182 $ 61,990 $ (192) 0%
2000 - 7599 Operating 52,554 40,200 67,600 27,400 68%
8000 - 8999 Capital - - - - 0%
9000 - 9699 Debt Service - - -
9900 - 9999 Transfers
Total All Categories $ 120,169 $ 102,382 $ - $ 129,590 $ 27,208 27%
EXPENDITURES BY DIVISION
Division
5940 Recycling $ 120,169 $ 102,382 $ 129,590 $ 27,208 27%
Total All Divisions $ 120,169 $ 102,382 $ - $ 129,590 $ 27,208 27%
EXPENDITURES BY FUND
Fund
640 Solid Waste Fund $ 120,169 $ 102,382 $ - $ 129,590 $ 27,208 27%
Total All Funds $ 120,169 $ 102,382 $ - $ 129,590 $ 27,208 27%
Approved Budget FY11 192 City of Bozeman, Montana
SOLID WASTE RECYCLING
___________________________________________________________
WORKLOAD INDICATORS
Curbside collection program started Dec 1, 2008 (collecting cardboard, paper, plastics, cans) with 183 customers signed up and
has grown to 881 customers as of Dec 31, 2009 and continues to grow.
Note: Curbside Recycling Program averages approximately 15 pounds of recyclables per customer per week on a nationwide
basis. City of Bozeman Curbside Recycling Program currently yields 9.7 pounds of recyclables per customer per week. It is im-
portant to note how these figures compare to areas that have mandatory recycling laws.
WORKLOAD INDICATOR
CY 07
Actual
CY 08
Actual
CY 09
Actual
FY 10
Budgeted
FY11
Projected
Total Number of Customers 0
484
881 840 970
Cardboard 0 2.6 48.96 124 55
Paper 0 7.2 102.23 84
112 7
Cans 0 .7 10.43 8.3 11.5
8.3
Plastics 0 .6 15.55
11.4 17
Total Tons of Recyclables col-
lected (curbside program)* 0 11.1 177.17 227.7 195.5
Approved Budget FY11 193 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
PROGRAM DESCRIPTION
The vehicle maintenance budget unit accounts for the costs of repairing and maintaining vehi-
cles of city departments.
The vehicle maintenance staff consists of three full-time mechanics that are responsible for
keeping the city vehicles in proper working condition.
The vehicle maintenance budget unit operates under an internal service fund. Charges are
assessed against departments which have vehicles repaired. The receipts are deposited in
the vehicle maintenance fund and used to support salary and operating costs.
The goal of the vehicle maintenance division is to maintain vehicles and equipment in good
running condition, which will enable department personnel to perform their daily assignments
safer and without delay due to mechanical failure or breakdown. The division also emphasizes
the importance of having a well-structured preventative maintenance program online for all
equipment and vehicles.
The Vehicle Maint. Dept. also administers the waste oil and used antifreeze program free of
charge to the public.
MAJOR OBJECTIVES
To maintain a sound preventive maintenance program for city vehicles.
To ensure those departmental requests to maintain city vehicles in good operating condi-
tion are satisfied.
To maintain and utilize a sound vehicle management program including inventory, vehicle
status and operating statistics, and replacement schedules.
To maintain accurate city vehicle maintenance records (service orders) in an efficient and
easily accessible manner.
To manage and assist customers with the used waste oil and antifreeze station.
FY 10 BUDGET HIGHLIGHTS
Maintained high quality of repairs and keep comebacks at less than 1%.
ASE certification of all mechanics with 2 mechanics attaining Master Technician
FY 11 ANTICIPATED ACCOMPLISHMENTS
Complete construction of new Vehicle Maintenance Shop at City’s lower yards.
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.
Continue to burn our waste oil in our furnace to supplement our heating and help keep the utility costs lower.
Approved Budget FY11 194 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 4.00 4.00 5.00 25%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 239,982 $ 239,813 $ 287,929 $ 48,116 20%
2000 - 7599 Operating 347,132 384,492 452,735 68,243 18%
8000 - 8999 Capital 119,255 1,906,519 26,500 (1,880,019) -99%
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ 706,369 $ 2,530,824 $ - $ 767,164
$(1,763,660) -70%
EXPENDITURES BY DIVISION
Division
6010 Vehicle Maintenance $ 706,369 $ 2,530,824 $ - $ 767,164
$(1,763,660) -70%
Total All Divisions $ 706,369 $ 2,530,824 $ - $ 767,164
$(1,763,660) -70%
EXPENDITURES BY FUND
Fund
710 Vehicle Maintenance Fund $ 706,369 $ 2,530,824 $ - $ 767,164
$(1,763,660) -70%
Total All Funds $ 706,369 $ 2,530,824 $ - $ 767,164
$(1,763,660) -70%
Approved Budget FY11 195 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Pro-
FY 11
Budgeted
Percentage of Repair/Maintenance
work Orders completed within __ days
of receipt: (Target – 95%)
--Light Equipment 4 days
--Heavy Equipment 7 days
95%
95%
95%
95%
95%
Percentage of Returns
for Rework (Target <0.5%)
<0.5%
.5%
.5%
.5%
.5%
Percentage of Mechanics Certified 100% 67% 100% 100% 100%
Percentage of Waste Oil Customers
Attended to complete
100%
100%
100%
100%
100%
Percentage of Emergency Repairs
Responded to within 24 hours of
Notification (Target – 24 hours)
90%
95%
95%
95%
95%
Respond to Service Requests (oil
change & lube) within 2 work days
(Target –90%)
90%
75%
80%
85%
85%
Preventative Maintenance Program
complete for City Fleet
100%
100%
100%
100%
100%
Percentage of Fleet Operational Time
by Department (Target – 95%)
--Street
--Water/Sewer
--Police
--Park/Cemetery
--Sanitation
99%
99%
99%
99%
99%
95%
98%
95%
95%
83%
95%
98%
95%
95%
83%
95%
98%
95%
95%
85%
95%
98%
95%
95%
90%
Efficiency Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 010
Pro-
FY 11
Budgeted
Waste Oil Customers Attended to within
(Target 5 minutes)
5
<5
<5
<5
<5
Waste Oil Attendant Disposal
(# of gallons dumped per day
33
38
37
36
40
Average Number Work Orders
processed per Mechanic labor-hour
(Target – 0.4 per hour)
0.4
0.3
0.3
0.3
0.3
Number of Vehicles/Equipment per
Mechanic
50
153
153
153
157
Average Number of Mechanic-hours
per Repair
Varies
2.0
2.0
2.0
2.25
Major/minor Repairs Completed 100% 100% 100% 100% 100%
Preventative Maintenance Orders Processed 100% 70% 70% 70% 75%
Approved Budget FY11 196 City of Bozeman, Montana
VEHICLE MAINTENANCE
___________________________________________________________
WORKLOAD INDICATORS
* A majority of the Service Jobs (Oil Changes) are being contracted out to be able to complete more of
the preventive maintenance schedules and essential equipments’ breakdowns.
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
City Fleet – Number of Vehicles
& Equipment (approximate)
460
460
460
470
Work Orders Processed 974 907 868 1000
Service Jobs (Oil Changes, etc.) 112 113 120 120
Major Engine Overhauls 0 0 0 1
Transmission/Rear-end Repairs 6 3 10 10
Other Major Equipment Repairs 20 20 25 25
Gallons of Used Antifreeze Disposed 400 550 600 600
Gallons of Oil Disposed 9350 9175 9000 10000
Approved Budget FY11 197 City of Bozeman, Montana
PUBLIC WELFARE INDEX
CEMETERY
PAGE 199
PARKS
203
FORESTRY
206
LIBRARY
212
RECREATION
218
COMMUNITY DEVELOPMENT
224
Approved Budget FY11 198 City of Bozeman, Montana
Approved Budget FY11 199 City of Bozeman, Montana
CEMETERY
___________________________________________________________
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. The superintendent of facilities and lands oversees the division. Employ-
ees are responsible for burials, cemetery development and maintenance.
Sunset Hills Cemetery Mission Statement
Sunset Hills Cemetery is dedicated to excellence in the provision of pro-
fessional and dignified interment services in a serene and beautiful sur-
rounding that helps survivors through the bereavement process. The
cemetery staff is dedicated to the provision of ongoing services & perpet-
ual care essential to maintain the cemetery grounds in a manner that is
highly regarded by surviving family members and the citizens of Boze-
man.
Approved Budget FY11 200 City of Bozeman, Montana
CEMETERY
___________________________________________________________
MAJOR OBJECTIVES
Administrative
Develop, submit, and administer cemetery budgets in a timely manner.
Maintain computer technology to improve/enhance intra-departmental communication(s).
Create new cemetery blocks and open lots up for sale as demand dictates.
Inform the community through publications, press releases, and advertisements of current policies,
procedures, and practices of the Sunset Hills Cemetery.
Continue safety training programs, professional development, and pro-active customer 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 ap-
pearance 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 plan-
ning 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.
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 09
Actual
FY 10
Budgeted
FY 11
Projected
Interment Permits 124 135 146
Lot Sales 128 155 97
Monument Permits 110 95 65
Graves Repaired (not including new burials) 23 25 25
Columbarium Interments 7 5 6
New Lots Developed 0 150 232
Approved Budget FY11 201 City of Bozeman, Montana
CEMETERY
__________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 5.75 5.75 5.75 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 318,641 $ 331,130 $ 311,131 $ (19,999) -6%
2000 - 7599 Operating 93,812 99,195 99,269 74 0%
8000 - 8999 Capital 10,500 38,000 13,000 (25,000) -66%
9000 - 9699 Debt Service
9900 - 9999 Transfers 15,836 16,000 16,000 $ - 0%
Total All Categories $ 438,789 $ 484,325 $ - $ 439,400 $ (44,925) -9%
EXPENDITURES BY DIVISION
Division
7210 Cemetery Operations $ 438,789 $ 484,325 $ - $ 439,400 $ (44,925) -9%
Total All Divisions $ 438,789 $ 484,325 $ - $ 439,400 $ (44,925) -9%
EXPENDITURES BY FUND
Fund
010 General Fund $ 422,953 $ 466,125 $ - $ 423,400 $ (42,725) -9%
135 Cemetery Special Revenue $ - $ 2,200 $ - $ (2,200) 100%
800 Cemetery Perpetual Care 15,836 16,000 16,000 $ - 0%
Total All Funds $ 438,789 $ 484,325 $ - $ 439,400 $ (44,925) -9%
Approved Budget FY11 202 City of Bozeman, Montana
CEMETERY
___________________________________________________________
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY11
Budgeted
Administrative
Develop, submit, & administer cemetery
budgets and related materials in a timely
and efficient manner
On or before stated dead-
lines
100% 100% 100% 100%
Ensure full-time staff is on-site and easily
recognized
40 hours per week 95% 95% 95% 95%
Facilities & Grounds
Maintenance
Family/User/Taxpayer/Governmental
satisfaction with the use, care, and over-
all appearance of the cemetery.
Mow cemetery 1 time per wk
Trim between stones 2
times per yr
Apply 11/2 – 2 inches of
water per wk
90% 90% 95% 95%
Provide easily accessible, safe and se-
rene setting for cemetery and/or grave
visitation.
Road miles plowed
Number of reported civilian
accidents
Respond to all grave repairs
within 48 hours
Rake and dispose of the
majority of pinecones &
leaves 2 times per year
85% 85% 90% 90%
Burial Services
Continue to provide experienced and
professional staff to perform essential
burial functions
30 hours of continuing edu-
cation per FTE 98% 98% 0% 0%
Ensure the safety of mourners, funeral
home personnel, and cemetery staff
during funerals within the control of the
cemetery.
3 or less reported injuries/yr
Plow all essential roads
within 4 hours of a funeral,
or as needed
A clear and unobstructed
path from road to gravesite
100% 100% 100% 100%
Approved Budget FY11 203 City of Bozeman, Montana
PARKS
___________________________________________________________
PROGRAM DESCRIPTION
The parks and playground budget unit accounts for the costs of operating, developing
and maintaining city parks and other city property.
Section 7-16-4103 MCA authorizes the city to establish parks and playgrounds and
provides for methods of financing the improvements.
The Parks Department develops, maintains, and cares for park buildings and rest-
rooms, 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 are responsible for snow re-
moval on all public sidewalks adjoining parks and street rights-of-way designated as
the City’s responsibility.
MAJOR OBJECTIVES
To maintain the city's parks in a condition of which the city would be proud.
To participate in the implementation of the master plans for parks approved in
1992.
To acquire and develop new parks and continue to keep pace with the growth of
Bozeman by providing an adequate number of sports fields.
To continue adding, upgrading, and maintaining safe, quality sports fields and play-
ground equipment to the city's parks.
To provide expanded maintenance to restrooms, litter control, pet waste disposal,
turf care, and playground equipment.
To improve, maintain and expand the trail system.
To oversee and coordinate volunteer, grant funded and neighborhood park im-
provement projects.
To assist other Divisions in the City of Bozeman as needed or as directed.
Approved Budget FY11 204 City of Bozeman, Montana
PARKS
___________________________________________________________
FY11 BUDGET HIGHLIGHTS
Security Services reduced; being provided by Police and Fire Depart-
ments on a test basis. Will re-evaluate for future years.
Mowing & Snowplowing contracts $10,500
Approved Budget FY11 205 City of Bozeman, Montana
PARKS
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 13.45 13.45 13.45 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 664,417 $ 675,960 $ 678,633 $ 2,673 0%
2000 - 7599 Operating 397,972 384,778 360,505 (24,273) -6%
8000 - 8999 Capital 1,491,887 150,000 25,000 (125,000) -83%
9000 - 9699 Debt Service - - -
9900 - 9999 Transfers 154,286 100,000 - (100,000) -100%
Total All Categories $ 2,708,562 $ 1,310,738 $ - $ 1,064,138 $ (246,600) -19%
EXPENDITURES BY DIVISION
Division
7610 Parks Operations $ 2,708,562 $ 1,310,738 $ - $ 1,064,138 $ (246,600) -19%
Total All Divisions $ 2,708,562 $ 1,310,738 $ - $ 1,064,138 $ (246,600) -19%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,359,211 $ 1,183,738 $ - $ 1,027,138 $ (156,600) -13%
108 Community Transportation - - - $ -
128 FWP Management Areas 4,642 15,000 - $ (15,000) -100%
136 Parks Special Revenue 7,867 12,000 12,000 $ - 0%
144 Cash In Lieu of Parkland - - - $ -
184 Park Improvement Grants 62,952 100,000 - $ (100,000) -100%
129 ARRA Projects - - 25,000 $ 25,000
558 Story Mansion Rehabilitation 1,273,890 - - $ -
Total All Funds $ 2,708,562 $ 1,310,738 $ - $ 1,064,138 $ (246,600) -19%
Approved Budget FY11 206 City of Bozeman, Montana
PARKS
___________________________________________________________
PERFORMANCE MEASURES
Effectiveness Measurers
Standard
FY 09
Actual
FY 10
Budgeted
FY 11
Projected
Mowing
Core Parks
Sports Fields
Natural Parks
1 X wk
2 X wk
2 X Yr
90%
90%
90%
85%
85%
70%
75%
60%
60%
Fertilization
Core Parks
Sports Fields
Neighborhood Parks
2 X Yr
2-3 X Yr
1 X Yr
80%
80%
60%
60%
60 %
20%
30%
40%
Irrigation – Activate all systems
All Parks
May 15th
85%
75%
75%
Irrigation – Winterize all systems Oct 31
All Parks 100% 80% 80%
Leaf Mulch & Pickup All Parks 50% 65% 65%
Playground Inspection 1 X wk 70% 70% 70%
Playground Repairs Same Day 75% 75% 75%
Trails
Inspections
Maintenance
2 X mo.
Same week
50%
75%
50%
40%
50%
40%
Weed Control
Round-up
Broadleaf
Noxious
3 X yr
2 X yr
2 X yr
50%
50%
40%
40%
40%
40%
40%
30%
30%
Weed eating Bi-Weekly 70% 30% 50%
Garbage Collection 7 Days per
wk
95%
85%
85%
Police All Grounds 5 Days per
wk
75%
70%
80%
Building Maint. / Repairs Same Day 75% 75% 75%
Restrooms / Clean & Maintain 7 Days per
wk
90% 90% 90%
Response to Complaints Within 2 days 90% 80% 90%
Sidewalk Plowing Complete
walks by
10am
90% 90% 90%
Approved Budget FY11 207 City of Bozeman, Montana
PARKS
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 09
Actual
FY 10
Budgeted
FY 11
Projected
Park Reservations per year
221 300 350
Formal Turf Acres
120 120 120
Natural Parkland Acres 205 205 205
Miles of Trails
50 55 55
Number of Park Fund Grant Projects
27 24 34
Number of User Agreements
14 14 14
Number of Volunteer Projects 12 16 20
Miles of Sidewalks to Plow 8 8 10
Baseball/Softball Fields 16 16 16
Number of Playgrounds 19 20 22
Number of Ice Rinks 4 4 4
Weed Spraying – Acres 150 160 200
Garbage Collection / Number of cans 124 124 128
Dog Stations 38 38 38
Picnic tables 127 127 127
Pavilions/Shelters 11 11 11
Restrooms 13 13 13
Parking Lots 19 19 19
Approved Budget FY11 208 City of Bozeman, Montana
FORESTRY
___________________________________________________________
PROGRAM DESCRIPTION
The tree maintenance district budget unit accounts for the costs of maintaining the city's trees.
The tree maintenance district is financed by a special assessment on all properties within the City of
Bozeman. The use of the funds generated by the assessment is limited to maintaining existing trees on
city-owned properties, the planting of new trees on city-owned properties within the city limits and main-
tenance 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 plans for all public areas.
To implement the arboricultural specifications manual.
To maintain a city-wide tree inventory.
To pursue state and federal grants for forestry related activities.
To implement the city street tree ordinance.
To coordinate the city’s cost share tree and other planting 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.
Approved Budget FY11 209 City of Bozeman, Montana
FORESTRY
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 4.60 4.60 4.60 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 295,099 $ 292,116 $ 315,202 $ 23,086 8%
2000 - 7599 Operating 102,135 114,002 118,424 4,422 4%
8000 - 8999 Capital 17,847 185,204 - (185,204) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 415,081 $ 591,322 $ - $ 433,626 $ (157,696) -27%
EXPENDITURES BY DIVISION
Division
7710 Tree Maintenance $ 415,081 $ 591,322 $ 433,626 $ (157,696) -27%
Total All Divisions $ 415,081 $ 591,322 $ - $ 433,626 $ (157,696) -27%
EXPENDITURES BY FUND
Fund
112 Tree Maintenance District $ 415,081 $ 591,322 $ - $ 433,626 $ (157,696) -27%
Total All Funds $ 415,081 $ 591,322 $ - $ 433,626 $ (157,696) -27%
Approved Budget FY11 210 City of Bozeman, Montana
FORESTRY
___________________________________________________________
FY 10 BUDGET HIGHLIGHTS
100 Cost Share Trees Planted $7,000
Continued Dead Tree Replacement Vouchers (100) $7,500
75 Pine Trees Removed-Pine Beetle Kill $7,500
10 Trees Planted in Boulevards Fronting Open Space $5,500
FY 11 ANTICIPATED ACCOMPLISHMENTS
Continued cyclic pruning of boulevard, park and cemetery trees.
Continued trimming for sidewalk clearance, traffic signs, sight triangles and construction pro-
jects.
Continue Cost-Share and voucher program of 200 trees planted.
Continue ISA Certified Arborist education.
Provide information to the public on appropriate planting practices, species selection, code re-
quirements 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.
Start ―Welcome to Home Ownership‖ free tree program.
Approved Budget FY11 211 City of Bozeman, Montana
FORESTRY
___________________________________________________________
PERFORMANCE MEASURERS
WORKLOAD INDICATORS
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Response to citizen requests within two
days
Assessed and Prioritized.
100%
90%
90%
90%
95%
Response to Emergency Call Outs – on
site within an hour
100%
100%
100%
100%
100%
Response to Damage – within a day
Assessed and Prioritized
100%
95%
95%
95%
95%
Survey for hazardous tree situations Bimonthly 100% 95% 95% 100%
Maintain and update tree inventory Bimonthly 10% 20% 50% 75%
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Projected
FY 11
Budgeted
Trees Trimmed
225 225 200 200
Trees Removed
12 160 60 60
Trees Planted-Total
160 150 110 110
Emergency Storm Damage Tons
10 18 10 10
Christmas Trees – Tons
Chipped and Composted
35
40
35
35
Trees Planted
Cost Share
Vouchers
Nursery
Tree Spade, Arbor Day, misc
64
60
6
100
80
6
100
80
10
100
100
10
Sidewalk, sight triangle, or street sign en-
croachments addressed
400
460
550
400
Planting Permits 250 50 75 75
DRC Reviews 230 150 75 100
Vandalism 10 10 10 10
Service Requests 400 650 400 400
Trees Inventoried 100 6 200 2000
Approved Budget FY11 212 City of Bozeman, Montana
LIBRARY
___________________________________________________________
PROGRAM DESCRIPTION
The library budget unit accounts for the costs associated with operating and maintain-
ing 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
To provide effective and efficient management of the Bozeman Public Library.
To provide a dynamic collection of library materials in all formats to meet the infor-
mational, educational, and recreational needs of all residents of the library's service
area.
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.
To provide courteous, accurate and timely check-out, check-in, and re-shelving of
library materials.
To insure that new materials are ordered, cataloged, processed, and made avail-
able for public use in an accurate and timely manner.
To provide professional, quality, and courteous service by ensuring that the knowl-
edge and skills of library staff are kept up-to-date through on-the-job training, work-
shops, seminars, conferences, and reading professional journals.
To publicize library services and programs through a coordinated marketing plan.
Approved Budget FY11 213 City of Bozeman, Montana
LIBRARY
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 21.66 21.16 - 21.66 2%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 1,012,775 $ 1,127,697 $ 1,280,563 $ 152,866 14%
2000 - 7599 Operating 442,827 274,382 325,654 51,272 19%
8000 - 8999 Capital 1,135,439 147,500 - (147,500) -100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 2,591,041 $ 1,549,579 $ - $ 1,606,217 $ 56,638 4%
EXPENDITURES BY DIVISION
Division
7810 Library Operations $ 549,602 $ 555,727 $ 483,708 $ (72,019) -13%
7820 Technical Services 233,245 328,391 255,790 $ (72,601) -22%
7830 Information Services 202,729 224,791 262,603 $ 37,812 17%
7840 Children's Services 154,145 165,646 194,902 $ 29,256 18%
7850 Circulation Servicecs 282,070 275,024 409,214 $ 134,190 49%
7899 Library Construction 1,169,250 - - $ - 0%
Total All Divisions $ 2,591,041 $ 1,549,579 $ - $ 1,606,217 $ 56,638 4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,418,626 $ 1,541,679 $ - $ 1,598,317 $ 56,638 4%
137 Library Special Revenue 3,165 7,900 7,900 $ - 0%
542 Library Construction 1,169,250 - - $ - 0%
Total All Funds $ 2,591,041 $ 1,549,579 $ - $ 1,606,217 $ 56,638 4%
Approved Budget FY11 214 City of Bozeman, Montana
LIBRARY
___________________________________________________________
Approved Budget FY11 215 City of Bozeman, Montana
LIBRARY
___________________________________________________________
(continued from previous page)
Approved Budget FY11 216 City of Bozeman, Montana
LIBRARY
___________________________________________________________
PERFORMANCE MEASURERS
Effectiveness Measurers
(workload per capita – based on 47,805 service
population)
Standard
FY 08
Actual
FY 09
Actual
FY10
Projected
FY11
Budgeted
Circulation of Materials
9.9 12.58 13.28 14.06 14.88
Registered Borrowers – as a percent of
total service population
50% 58% 61% 65% 68%
Total volumes
2.38 2.63 2.75 2.95 2.96
Reference transactions
1 2.29 2.33 2.41 2.48
Interlibrary loan transactions
.1 .06 .08 .09 .10
Children’s program attendance
30% 33% 39% 42% 44%
Efficiency Measurers
(workload/FTE – based on 19.66 FTE)
Standard
FY 08
Actual
FY 09
Actual
FY10
Projected
FY11
Budgeted
Circulation of Materials
20,000 29115 30015 31771 33630
Registered Borrowers
1,000 1341 1386 1462 1535
Total volumes
4,000 6075 6223 6667 6701
Reference transactions
2,000 5289 5273 5445 5608
Interlibrary loan transactions
200 148 176 203 233
Children’s program attendance
650 771 885 952 999
Approved Budget FY11 217 City of Bozeman, Montana
LIBRARY
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY10
Projected
FY11
Budgeted
Library Materials Circulated
601250 635133 672288 711617
Children's Programs Provided
451 508 543 570
Attendance at Children's Programs
15926 18735 20140 21147
Reference Questions Answered
109281 111590 115217 118674
Interlibrary Loan Transactions
3052 3730 4289 4932
Registered Borrowers
27711 29329 30942 32489
New Library Materials Cataloged
12939 13374 14400 15120
Materials Reserved
8037 9521 10949 12591
Materials Renewed
43800 44156 45480 46844
Approved Budget FY11 218 City of Bozeman, Montana
RECREATION
___________________________________________________________
PROGRAM DESCRIPTION
Recreation Administration
The City of Bozeman Recreation Department provides recreation opportunities for the entire
community. In addition, the Department assists the Recreation and Parks Advisory Board and
other recreation groups in anticipating recreation demands and providing services that the City
cannot do on their own. The department provides additional opportunities for the citizens
through its operation of the 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, pro-
grams 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 life-
guards, 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 activi-
ties. Bogert Pool features a 26' triple-tube water slide that offers three levels of excite-
ment. This slide is located on the south sunning and observation deck. The pool also features
a slide for 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 Bar-
racudas 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.
.
Approved Budget FY11 219 City of Bozeman, Montana
RECREATION
___________________________________________________________
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.
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, syn-
chronized swim team, SCUBA, kayak, and others.
To offer a setting for individuals to have a sense of accomplishment, be creative, and im-
prove 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.
Approved Budget FY11 220 City of Bozeman, Montana
RECREATION
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 15.00 15.00 15.00 0%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 624,293 $ 730,793 $ 704,362 $ (26,431) -4%
2000 - 7599 Operating 386,917 420,337 498,646 78,309 19%
8000 - 8999 Capital 104,273 55,000 294,000 239,000 100%
9000 - 9699 Debt Service
9900 - 9999 Transfers
Total All Categories $ 1,115,483 $ 1,206,130 $ - $ 1,497,008 $ 290,878 24%
EXPENDITURES BY DIVISION
Division
8010 Recreation Operations $ 640,458 $ 766,031 $ 725,845 $ (40,186) -5%
8020 Swim Center 310,339 264,790 452,083 $ 187,293 71%
8030 Bogert Pool 76,862 88,525 196,130 $ 107,605 122%
8040 Facilities: Lindley, Beall, & Story 72,892 71,474 100,465 $ 28,991 41%
8050 Recreation Programs 14,932 15,310 22,485 $ 7,175 47%
Total All Divisions $ 1,115,483 $ 1,206,130 $ - $ 1,497,008 $ 290,878 24%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,111,592 $ 1,176,991 $ - $ 1,453,456 $ 276,465 23%
133 Recreation Special Revenue Fund 3,787 1,000 1,000 $ - 0%
189 Story Mansion Operating Fund 104 28,139 42,552 $ 14,413 51%
Total All Funds $ 1,115,483 $ 1,206,130 $ - $ 1,497,008 $ 290,878 24%
Approved Budget FY11 221 City of Bozeman, Montana
RECREATION
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Replace Natatorium lighting and pool main pumps at Swim Center
Replace Bogert Pool filtration system
Replace ADA chairlifts at both pools
FY 11 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.
Approved Budget FY11 222 City of Bozeman, Montana
RECREATION
___________________________________________________________
PERFORMANCE MEASURERS
Specific criteria and measurements available from the Recreation Department office.
Effectiveness Measurers
Standard
FY 08
Actual
FY 09
Actual
FY 10
Budgeted
FY 11
Projected
The Recreation Department improves
conditions in our community by offering
over 100 recreation opportunities that
enhance the quality of life.
100%
100%
100%
100%
100%
Citizens will have opportunities to engage
on a daily basis in activities that will pro-
mote health and well being.
100%
100%
100%
100%
100%
Youth will be offered recreation activities
that are essential to their development.
100%
100%
100%
100%
100%
Economic benefits will be provided to the
city by generating funds, and by reducing
community health care costs.
100%
100%
100%
100%
100%
Citizens will be assured an open and
accessible Recreation Department.
100%
100%
100%
100%
100%
Customer satisfaction
Recreation Programs
Swim Center Programs
Bogert Pool Programs
75%
99.0%
99.4%
97.0%
98.3%
99.5%
97.0%
98.7%
94%
94%
94%
95%
95%
95%
Safety
Prevention of accidents
100%
100%
100%
100%
100%
Citizens will be supported in their recrea-
tion interests by receiving information &
supportive assistance
100%
100%
100%
100%
100%
Citizens will receive personal benefits,
social benefits, economic benefits & envi-
ronmental benefits through recreation
programs
TBD
100%
100%
100%
100%
Percent of lifeguards with current certifi-
cations in Lifeguarding, CPR for the Pro-
fessional Rescuer, First Aid, Water
Safety Instructor, Automated External
Defibrillation
75% 100% 99% 95% 95%
Lifeguards will be trained to
perform at the industries’
standard of care
10/20
Rule 100% 100% 98% 100%
Approved Budget FY11 223 City of Bozeman, Montana
RECREATION
___________________________________________________________
WORKLOAD INDICATORS
WORKLOAD INDICATOR
FY 08
Actual
FY 09
Actual
FY 10
Budgeted
FY 11
Projected
Recreation Programs
Special Events Attendees 5161 4924 4932 4982
Recreation Classes Attendees 2057 1453 1584 1598
Tee Ball Youth 415 428 450 455
Tee Ball Coaches 79 84 90 92
Number of Recreation Classes for Youth 240 280 291 298
Lindley Rentals Public/In-House (City Rec) 226/142 214/152 206/140 210/130
Beall Rentals Public/In-House (City Rec) 230/58 293/82 300/70
Swim Center
Total Attendance 106,228 83,725 79,197 79,300
General Admission Swimmers (Lap, Recrea-
tion, Open Boating, Water Fitness,City Les-
sons)
51,379 46,453 48,380 48,225
Swim Teams/Scuba/Kayak /Private Kayak 17,772 10,467 8,053 7,998
Bozeman School District Lessons 25,891 20,444 18,713 18,817
Rural School Lessons 1,610 692 695 724
Birthday Parties 2,894 1,854 2,203 2,275
Groups 6,968 3,513 1,060 1,133
Bogert Pool
Total Swimmers (Recreation, Laps, Water Fit-
ness)
46,284 38,295 45,000 45,895
Swim Teams/Masters/Groups 991 231 895 925
Swimming Lessons 11,640 7,939 8,000 8,025
Jr. Leaders (Jr. Guards beginning FY09) 60 60 63 65
Approved Budget FY11 224 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
PROGRAM DESCRIPTION
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 assess-
ments 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 Guide-
lines. Remedial actions range from simply relocating activities to reconstructing certain facilities to assure compli-
ance. 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 pro-
gram 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 Develop-
ment Grants the city has received from the Department of Commerce shall be utilized in compliance with the guide-
lines 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 monitor-
ing. 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; com-
pletion and filing of appropriate loan papers; and payment to the contractors.
Approved Budget FY11 225 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
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 offi-
cials.
To complete and file appropriate loan papers.
To consult with local banking institutions regarding the possibility of combining funds for larger
projects.
To coordinate activities with the finance and building departments.
To monitor the repayment of loans made & assure the on-going strength of the program.
To develop a list of affordable housing priorities each year for presentation to the City Commis-
sion.
Community Development:
Enhance community involvement through the facilitation of neighborhood meetings.
Administer the TEA-21 program, and provide administrative oversight of the CDBG program.
Support city staff with grant application guidance and assistance as needed.
Promote city economic development and housing activities.
Provide additional citizen board support as needed.
Administer the City’s Work Force Housing Program.
Approved Budget FY11 226 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents 2.00 1.00 1.00 2.00 100%
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ 40,348 $ 40,163 $ 44,639 $ 4,476 11%
2000 - 7599 Operating 703,402 2,504,448 - 1,772,900 (731,548) -29%
8000 - 8999 Capital 85,032 - - - 0%
9000 - 9699 Debt Service - - - -
9900 - 9999 Transfers 837,392 425,287 426,188 901 100%
Total All Categories $ 1,666,174 $ 2,969,898 $ - $ 2,243,727 $ (726,171) -24%
EXPENDITURES BY DIVISION
Division
8210 Downtown Improvement District $ 1,133,027 $ 1,093,685 $ 2,120,188 $ 1,026,503 94%
8220 Americans With Disabilities 32,000 - - $ - -
8230 Urban Redevelopment & Housing 169,136 54,400 54,400 $ - 0%
8240 Economic Development 294,000 980,000 - - $ (980,000) -100%
8250 Grants 38,011 841,813 - 69,139 $ (772,674) -92%
Total All Divisions $ 1,666,174 $ 2,969,898 $ - $ 2,243,727 $ (726,171) -24%
EXPENDITURES BY FUND
Fund
010 General Fund $ 38,011 $ 45,313 $ - $ 69,139 $ 23,826 53%
116 Downtown TIF District 938,421 724,685 1,426,188 $ 701,503 97%
119 Economic Development - 215,000 - $ (215,000) -100%
120 Community Housing 114,736 40,000 40,000 $ - 0%
121 Housing Revolving Loans 54,400 14,400 14,400 $ - 0%
130 Americans With Disabilities Fund 32,000 - - $ - -
143 N 7th Corridor TIF District 40 130,000 505,000 $ 375,000 288%
144 NEURD TIF 45 125,000 75,000 $ (50,000) -40%
145 Mandeville Farm TIF District 51,342 - - $ -
176 Business Improvement District 143,179 114,000 114,000 $ - 0%
186 Development Impacts Fund 84,000 765,000 - $ (765,000) -100%
129 Recovery Act ARRA - 796,500 - $ (796,500) -100%
881 Blast Loan Fund 210,000 $ -
Total All Funds $ 1,666,174 $ 2,969,898 $ - $ 2,243,727 $ (726,171) -24%
Approved Budget FY11 227 City of Bozeman, Montana
COMMUNITY DEVELOPMENT
___________________________________________________________
FY 11 BUDGET HIGHLIGHTS
Downtown Improvement District (Tax Increment Financing): Spending authority is included for
the anticipated increment payments received during the year, plus available cash balances
for that have been carried-over from FY10’s budget year.
Housing Revolving Loan: Appropriation authority includes $14,400 paid to HRDC for admini-
stration.
Recovery Act ARRA: Stimulus-related American Reinvestment and Recovery Act (ARRA)
grants are included. State Allocation as well as the ARRA funded Energy Efficiency and
Conservation Block Grants that the City will receive.
Community Housing. Revenue equivalent to 0.5 mill has been allocated from the General
Fund to the Community Housing fund for the purpose of supporting Workforce Housing ef-
forts in the city. The Workforce Housing coordinator position was eliminated in FY09 due
to the downturn in subdivision activity.
Approved Budget FY11 228 City of Bozeman, Montana
Approved Budget FY11 229 City of Bozeman, Montana
OTHER INDEX
NON-DEPARTMENTAL
PAGE 231
GENERAL OBLIGATION BONDS DEBT SERVICE
234
SID REVOLVING FUND
236
SID & TIF BONDS DEBT SERVICE
238
Approved Budget FY11 230 City of Bozeman, Montana
Approved Budget FY11 231 City of Bozeman, Montana
NON-DEPARTMENTAL
___________________________________________________________
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 OBJECTIVE
To accurately budget and account for non-departmental costs.
Approved Budget FY11 232 City of Bozeman, Montana
NON-DEPARTMENTAL
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATE-
GORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ - $ - $ - $ - 0%
2000 - 7599 Operating 3,917,607 5,537,811 - 5,631,646 93,835 2%
8000 - 8999 Capital 954,051 - - -
9000 - 9699 Debt Service - -
9900 - 9999 Transfers 4,494,509 4,744,789 - 4,188,285 (556,504) -12%
Total All Categories $ 9,366,167 $ 10,282,600 $ - $ 9,819,931 $ (462,669) -4%
EXPENDITURES BY DIVISION
Division
8910 Insurance $ 3,769,057 $ 3,745,930 $ 3,835,776 $ 89,846 2%
8920 City Band 6,000 6,000 6,000 $ - 0%
8940 Other/Contingencies 53,736 1,709,478 - 1,709,087 $ (391) 0%
8960 Transfers 4,444,509 4,744,789 - 4,188,285 $ (556,504) -12%
8970 Senior Transportation 72,965 76,403 80,783 $ 4,380 6%
8980 General 1,019,900 - - - $ - 0%
Total All Divisions $ 9,366,167 $ 10,282,600 $ - $ 9,819,931 $ (462,669) -4%
EXPENDITURES BY FUND
Fund
010 General Fund $ 1,641,211 $ 3,379,739 $ - $ 2,512,719 $ (867,020) -26%
103 Permissive Medical Levy Fund 1,792,136 1,853,073 1,962,219 $ 109,146 6%
104 Liability Insurance Fund 412,413 424,662 464,696 $ 40,034 9%
105 PERS Pension Fund 412,358 451,875 476,713 $ 24,838 5%
106 Police Pension Fund 428,626 466,218 492,421 $ 26,203 6%
107 Fire Pension Fund 295,434 318,671 340,380 $ 21,709 7%
129 Special Projects 2,567 - - $ - -
131 Beautification of Bozeman 3,736 5,800 - $ (5,800) -100%
175 Senior Transportation 72,965 76,403 80,783 $ 4,380 6%
185 Insurance Proceeds - - - $ - -
558 City Hall Remodel 998,468 - - $ - -
720 Employee Health Insurance 3,306,159 3,306,159 3,490,000 $ 183,841 6%
860-881 Pass Through Arts Grants 94 - - $ - -
Total All Funds $ 9,366,167 $ 10,282,600 $ - $ 9,819,931 $ (462,669) -4%
Approved Budget FY11 233 City of Bozeman, Montana
NON-DEPARTMENTAL
___________________________________________________________
FY 11 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) $1,550,000.
The budget includes the following Special Revenue Fund items:
Transfer from Permissive Medical Levy Fund to the General Fund $1,962,219.
Transfer from the PERS Special Revenue Fund to the General Fund $476,713.
Transfer from the Police Pension Special Revenue Fund to the General Fund
$492,421.
Transfer from the Fire Pension Special Revenue Fund to the General Fund
$340,380.
Transfer from the Liability Insurance Special Revenue Fund to the General Fund
$464,696.
Mill levy for senior transportation $80,783.
The budget includes the following Health Medical Insurance Fund items:
Appropriation authority of $3,490,000 for health/medical claims and an adminis-
trative cost allocation.
Approved Budget FY11 234 City of Bozeman, Montana
G.O. BONDS DEBT SERVICE
___________________________________________________________
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.
FY 11 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.
Approved Budget FY11 235 City of Bozeman, Montana
G.O. BONDS DEBT SERVICE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ - 0%
2000 - 7599 Operating - - - 0%
8000 - 8999 Capital - 0%
9000 - 9699 Debt Service 732,900 731,622 738,676 7,054 1%
9900 - 9999 Transfers
Total All Categories $ 732,900 $ 731,622 $ - $ 738,676 $ 7,054 1%
EXPENDITURES BY DIVISION
Division
9310 G.O. Bonds $ 732,900 $ 731,622 $ 738,676 $ 7,054 1%
Total All Divisions $ 732,900 $ 731,622 $ - $ 738,676 $ 7,054 1%
EXPENDITURES BY FUND
Fund
301 Library Bonds $ 316,885 $ 315,486 $ - $ 318,566 $ 3,080 1%
302 Transportation Bonds 416,015 416,136 420,110 $ 3,974 1%
Total All Funds $ 732,900 $ 731,622 $ - $ 738,676 $ 7,054 1%
Approved Budget FY11 236 City of Bozeman, Montana
SID REVOLVING FUND
___________________________________________________________
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
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.
To meet the requirements of state law.
Approved Budget FY11 237 City of Bozeman, Montana
SID REVOLVING FUND
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime $ -
1200 - 1299 Benefits -
2000 - 7599 Operating - -
8000 - 8999 Capital -
9000 - 9699 Debt Service - -
9900 - 9999 Transfers
Total All Categories $ - $ - $ - $ - $ -
EXPENDITURES BY DIVISION
Division
9510 SID Bonds Principal $ -
Total All Divisions $ - $ - $ - $ - $ -
EXPENDITURES BY FUND
Fund
300 S.I.D. Revolving Fund $ - $ - $ - $ - $ -
Total All Funds $ - $ - $ - $ - $ -
Approved Budget FY11 238 City of Bozeman, Montana
SID & TIF BONDS DEBT SERVICE
___________________________________________________________
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 and sidewalk 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
FY 11 BUDGET HIGHLIGHTS
The budget includes appropriation authority necessary for the anticipated repay-
ment of SID & TIF bonds principal and interest.
Approved Budget FY11 239 City of Bozeman, Montana
SID & TIF BONDS DEBT SERVICE
___________________________________________________________
FY09 FY10 FY10 FY11 DOLLAR %
ACTUALS APPROVED AMEND APPROVED CHANGE CHANGE
Staffing: Full-Time Equivalents - - -
EXPENDITURES BY CATEGORY
Category
1000 - 1999 Salaries, Benefits & Overtime
1200 - 1299 Benefits
2000 - 7599 Operating -
8000 - 8999 Capital
9000 - 9699 Debt Service 1,056,984 1,916,222 1,926,188 9,966 1%
9900 - 9999 Transfers
Total All Categories $ 1,056,984 $ 1,916,222 $ - $ 1,926,188 $ 9,966 1%
EXPENDITURES BY DIVISION
Division
9710 SID Bonds $ 631,396 $ 1,500,000 $ 1,500,000 $ - 0%
9720 TIF Bonds 425,588 416,222 426,188 $ 9,966 2%
Total All Divisions $ 1,056,984 $ 1,916,222 $ - $ 1,926,188 $ 9,966 1%
EXPENDITURES BY FUND
Fund
310…444 S.I.D. Bond Funds $ 631,396 $ 1,500,000 $ - $ 1,500,000 $ - 0%
305 Downtown TIF Bonds 425,588 416,222 426,188 $ 9,966 2%
Total All Funds $ 1,056,984 $ 1,916,222 $ - $ 1,926,188 $ 9,966 1%
Approved Budget FY11 240 City of Bozeman, Montana
Approved Budget FY11 241 City of Bozeman, Montana
APPENDIX INDEX
CAPITAL EXPENDITURES SUMMARY
PAGE 243
WATER & WASTEWATER RATE INCREASES
244
US CONSUMER PRICE INDEX
245
TRANSPORTATION GO BOND DEBT SCHEDULE
246
LIBRARY GO BOND #1 DEBT SERVICE SCHEDULE
247
LIBRARY GO BOND #2 DEBT SERVICE SCHEDULE
248
LYMAN CREEK #2 REVENUE BOND SCHEDULE
249
DOWNTOWN TAX INCREMENT BOND SCHEDULE
250
GLOSSARY OF KEY TERMS
251
Approved Budget FY11 242 City of Bozeman, Montana
Approved Budget FY11 243 City of Bozeman, Montana
FY11 Approved Capital Expenditures
** Note: Some Capital Projects are budged as "Contracted Services" and don't appear on this list.
Finance Computer Hardware: Replacement of IBM i5
$50,000
Computer Sofware: Qrep Reporting Package 23,750
Facilities Management ADA Upgrades 15,000
Steam Boiler Replacement - Fire Station #1 75,000
Information Technology Computer Hardware 64,000
Computer Software 35,000
Police Patrol Vehicle Replacement Program 156,000
Computer Hardware - Eticketing 138,000
Fire Replacement of Engine #1 510,000
Cemetery Mower Replacement Program 13,000
Parks Insulation of Story Mansion 25,000
Recreation Swim Center Mechanical Improvements 204,000
Bogert Pool Filter System 78,000
Bogert Pool Lift Chair Replacement 12,000
Streets Overlay Project (University Sub Area) 300,000
Pedestiran Ramps 25,000
Thermoplastice Lane Marking Upgrades 25,000
Curb/Gutter/Sidewalk Replacements 50,000
Median & Boulevard Mtc 30,000
Bike Lane Improvements 25,000
Street Impact Fees ROW Acquisition 100,000
Design of College (Main to 19th) 250,000
Water Plant Plant Design & Construction 5,276,505
Lyman Dechlorination Project 50,000
Water Operations Bi-Annual Upgrades 1,100,000
Meter Van Replacement 32,448
Water Impact Fees Plant Design & Construction 500,000
Sourdough Dam Pre-Engineering 200,000
Wastewater Operations 3/4 Ton Truck Replacement 37,856
Wastewater Plant WRF Plant Construction 21,389,965
Latchet Lab Equipment 49,500
Wastewater Impact Fees WRF Plant Construction 400,000
Solid Waste Collection Packer Replacement for Side Load Truck 131,000
Vehicle Maintenance Shop Tools 19,000
Work Space Furniture for New Shop 7,500
TOTAL
$31,457,524
Approved Budget FY11 244 City of Bozeman, Montana
Water & Wastewater Utility Rate Changes
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%
Approved Budget FY11 245 City of Bozeman, Montana
US CONSUMER PRICE INDEX
The City uses the Consumer Price index as a general gauge of price inflation.
The City’s Living Wage Ordinance bases increase on the CPI-U for Western States.
Consumer Price Index— All Items, Unadjusted, Urban Consumers (CPI-U)
Source: Bureau of Labor Statistics, US Dept of Labor
Year Ending December, CPI-U % Change
1999 169.4 2.7%
2000 174.0 3.4%
2001 176.7 1.6%
2002 180.9 2.4%
2003 184.3 1.9%
2004 190.3 3.3%
2005 196.8 3.4%
2006 201.8 2.5%
2007 210.0 4.1%
2008 210.2 0.1%
2009 216.0 2.7%
Consumer Price Index, WESTERN STATES— All Items, Unadjusted, Urban Con-
sumers (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%)
Approved Budget FY11 246 City of Bozeman, Montana
CITY OF BOZEMAN
TRANSPORTATION G.O. BONDS REFUNDING
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
April 15, 2003 $3,480,000
July 1, 2003 $41,235 $41,235 3,480,000
January 1, 2004 49,483 49,483
July 1, 2004 49,483 49,483 3,480,000
January 1, 2005 49,483 49,483
July 1, 2005 $280,000 1.300 49,483 329,483 3,200,000
January 1, 2006 47,663 47,663
July 1, 2006 310,000 1.700 47,663 357,663 2,890,000
January 1, 2007 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
Approved Budget FY11 247 City of Bozeman, Montana
CITY OF BOZEMAN
G. O. BOND-LIBRARY #1
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
January 1, 2002 $2,315,000
July 1, 2002 $59,130 $59,130 2,315,000
January 1, 2003 50,683 50,683
July 1, 2003 $85,000 3.500 50,683 135,683 2,230,000
January 1, 2004 49,195 49,195
July 1, 2004 90,000 3.500 49,195 139,195 2,140,000
January 1, 2005 47,620 47,620
July 1, 2005 90,000 3.750 47,620 137,620 2,050,000
January 1, 2006 45,933 45,933
July 1, 2006 95,000 4.000 45,933 140,933 1,955,000
January 1, 2007 44,033 44,033
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
Approved Budget FY11 248 City of Bozeman, Montana
CITY OF BOZEMAN
G. O. BOND-LIBRARY #2
DEBT SERVICE 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
Approved Budget FY11 249 City of Bozeman, Montana
CITY OF BOZEMAN
LYMAN CREEK WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
PHASE II
Payment Principal Interest Semi-Annual Principal
Date Payment Payment Payment Balance
$316,712
November 23,1996 $7,272 $7,759 $15,031 309,441
May 23, 1997 7,450 7,581 15,031 301,991
November 23,1997 7,632 7,399 15,031 294,359
May 23, 1998 7,819 7,212 15,031 286,539
November 23,1998 8,011 7,020 15,031 278,528
May 23, 1999 8,207 6,824 15,031 270,321
November 23,1999 8,408 6,623 15,031 261,913
May 23, 2000 8,614 6,417 15,031 253,299
November 23,2000 8,825 6,206 15,031 244,474
May 23, 2001 9,041 5,990 15,031 235,432
November 23,2001 9,263 5,768 15,031 226,169
May 23, 2002 9,490 5,541 15,031 216,679
November 23,2002 9,722 5,309 15,031 206,957
May 23, 2003 9,961 5,070 15,031 196,996
November 23,2003 10,205 4,826 15,031 186,792
May 23, 2004 10,455 4,576 15,031 176,337
November 23,2004 10,711 4,320 15,031 165,626
May 23, 2005 10,973 4,058 15,031 154,653
November 23,2005 11,242 3,789 15,031 143,411
May 23, 2006 11,517 3,514 15,031 131,893
November 23,2006 11,800 3,231 15,031 120,094
May 23, 2007 12,089 2,942 15,031 108,005
November 23,2007 12,385 2,646 15,031 95,620
May 23, 2008 12,688 2,343 15,031 82,932
November 23,2008 12,999 2,032 15,031 69,932
May 23, 2009 13,318 1,713 15,031 56,615
November 23,2009 13,644 1,387 15,031 42,971
May 23, 2010 13,978 1,053 15,031 28,992
November 23,2010 14,321 710 15,031 14,672
May 23, 2011 14,672 359 15,031 0
TOTALS $316,712 $134,220 $450,932
Approved Budget FY11 250 City of Bozeman, Montana
CITY OF BOZEMAN
DOWNTOWN TAX INCREMENT BONDS
DEBT SERVICE SCHEDULE
PAYMENT
DATE PRINCIPAL INTEREST
PRINCIPAL
BALANCE
PAYMENT
DATE PRINCIPAL INTEREST
PRINCIPAL
BALANCE
6,270,000 July 1, 240,000 92,051 3,525,000
July 1, 2008 270,000 73,111 6,000,000 January 1, 2022 92,051
January 1, 2009 73,111 July 1, 250,000 86,651 3,275,000
July 1, 150,000 137,644 5,850,000 January 1, 2023 86,651
January 1, 2010 137,644 July 1, 260,000 80,901 3,015,000
July 1, 155,000 134,644 5,695,000 January 1, 2024 80,901
January 1, 2011 134,644 July 1, 275,000 74,791 2,740,000
July 1, 160,000 131,544 5,535,000 January 1, 2025 74,791
January 1, 2012 131,544 July 1, 290,000 68,191 2,450,000
July 1, 165,000 128,344 5,370,000 January 1, 2026 68,191
January 1, 2013 128,344 July 1, 300,000 61,014 2,150,000
July 1, 175,000 125,044 5,195,000 January 1, 2027 61,014
January 1, 2014 125,044 July 1, 315,000 53,589 1,835,000
July 1, 180,000 121,544 5,015,000 January 1, 2028 53,589
January 1, 2015 121,544 July 1, 330,000 45,793 1,505,000
July 1, 190,000 117,944 4,825,000 January 1, 2029 45,793
January 1, 2016 117,944 July 1, 350,000 37,625 1,155,000
July 1, 195,000 114,144 4,630,000 January 1, 2030 37,625
January 1, 2017 114,144 July 1, 365,000 28,875 790,000
July 1, 205,000 110,244 4,425,000 January 1, 2031 28,875
January 1, 2018 110,244 July 1, 385,000 19,750 405,000
July 1, 210,000 106,144 4,215,000 January 1, 2032 19,750
January 1, 2019 106,144 July 1, 405,000 20,250 -
July 1, 220,000 101,786 3,995,000
January 1, 2020 101,786 TOTAL Principal $6,270,000
July 1, 230,000 97,111 3,765,000 TOTAL Interest Paid
January 1, 2021 97,111
Approved Budget FY11 251 City of Bozeman, Montana
GLOSSARY OF KEY TERMS
ACCRUAL BASIS A basis of accounting in which transactions are recognized at the
time they are incurred, as opposed to when cash is received or
spent.
AMERICAN RECOVERY & Federal legislation signed in early 2009. Commonly referred to as
REINVESTMENT ACT the ―Stimulus Bill‖ or ―stimulus.‖
(ARRA)
APPROPRIATION Legal authorization granted by City Commission to make expendi-
tures 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, Prop-
erty values are established by the Montana Department of Reve-
nue.)
ASSET Resources owned or held by a government which have monetary
value.
AVAILABLE
(UNDESIGNATED)
FUND BALANCE Refers to the funds remaining from the prior years which are avail-
able for appropriation and expenditure in the current year.
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 gen-
eral 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.
Approved Budget FY11 252 City of Bozeman, Montana
BUDGET CALENDAR The schedule of key dates or milestones which the City follows in
the preparation, adoption, and administration of the budget.
BUDGET MESSAGE The opening section of the budget which provides the City Com
mission and the public with a general summary of the most impor
-tant 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 accor-
dance with an approved budget for the purpose of keeping expen-
ditures within the limitations of available appropriations and avail-
able revenues.
CAPITAL BUDGET The Capital Budget comprises the capital improvements that are
funded in the current budget year.
CAPITAL EXPENDITURES The item has a unit cost over $5,000, benefits future periods, has a
normal 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. Improve-
ments to existing assets must add life and value to be included as
a capital item.
CAPITAL IMPROVEMENTS Expenditures related to the acquisition, expansion, or rehabilitation
of an element of the government’s physical plant; sometimes re-
ferred 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 an-
nually 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.
Approved Budget FY11 253 City of Bozeman, Montana
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.
CONTINGENCY A budgetary reserve set aside for emergencies or unforeseen ex-
penditures 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 permit-
ted.
DEBT RATIO Ratios which provide a method of assessing debt load and the abil-
ity 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 inter-
est.
DEBT SERVICE FUND
REQUIREMENT The amounts of revenue which must be provided for a Debt Ser-
vice 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 Fi-
nance Officers Association to encourage governments to prepare
effective budget documents.
Approved Budget FY11 254 City of Bozeman, Montana
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 gen-
eral public on a continuing basis be financed or recovered primarily
through user charges.
ESTIMATE The most recent prediction of current year revenue and expendi-
tures. Estimates are based upon many months of actual expendi-
ture and revenue information and are prepared to consider the im-
pact 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 re-
cording 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 As used in the budget, the excess of resources over expenditures.
The beginning fund balance is the residual funds brought forward
from the previous fiscal year. Also defined as current assets minus
current liabilities in a governmental fund.
GAAP See Generally Accepted Accounting Principles.
Approved Budget FY11 255 City of Bozeman, Montana
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 an-
other. 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 DISTRICT Special assessment districts formed by property owners who de-
sire and are 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 exam-
ple, 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 pro-
vided 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 ma-
chinery.
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.
Approved Budget FY11 256 City of Bozeman, Montana
LONG-TERM DEBT Debt with a maturity of more than one year after the date of issu-
ance.
MANDATE Legislation passed by the state or federal government requiring
action or provision of services and/or programs by the City. Exam-
ples 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 as-
sessed valuation.
OBJECT As used in expenditure classification, this term applies to the article
purchased or the service obtained (as distinguished from the re-
sults obtained from expenditures). Examples are personnel ser-
vices, contracted services, and supplies and materials.
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 pro-
vide basic governmental services. The operating budget contains
appropriations for such expenditures as personnel, supplies, utili-
ties, 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 con-
stitutional 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 govern-
mental units which either overlap it or underlie it. The debt is gen-
erally apportioned based on relative assessed value.
PAYMENT IN LIEU
OF TAXES Also referred to as PILT. Payments made in lieu of taxes from an-
other government or entity.
PERFORMANCE BUDGET A budget that focuses on departmental goals and objectives rather
than line items, programs, or funds. Workload and unit cost data
are collected in order to assess effectiveness and efficiency of ser-
vices.
PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and
Approved Budget FY11 257 City of Bozeman, Montana
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 Commis-
sion) requiring less legal formality than an ordinance or statute.
RESOURCES Total amounts available for appropriation including estimated reve-
nues, 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 ac-
cidental 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 as-
sessments 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 speci-
fied purposes.
STATE SHARED REVENUE Revenues levied and collected by the state but shared with local
governments as determined by state government. Entitlement
funds received by the City form the state of Montana is the largest
State Shared Revenue.
TAXES Compulsory charges levied by a government for the purpose of
financing services performed for the common benefit. This term
does not refer to specific charges made against particular property
for current or permanent benefits, such as special assessments.
TIF Tax Increment Financing; A method of using incremental in-
creases in property tax values to fund the improvements or efforts
of a designated area.
Approved Budget FY11 258 City of Bozeman, Montana
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 re-
ceived for the number of burglaries to be investigated.)
WRF Water Reclamation Facility; commonly referred to in the past as a
Wastewater Treatment Plant.