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CITY OF BOZEMAN, MONTANA
FISCAL YEAR 2007-2008
CITY MANAGER'S RECOMMENDED
ANNUAL OPERATING AND
CAPITAL IMPROVEMENT BUDGET
CITY COMMISSION
Jeff Krauss—Mayor
Sean Becker—Commissioner
Steven R. Kirchhoff—Commissioner
Kaaren Jacobson—Commissioner
Jeff Rupp—Commissioner
CITY MANAGER
Chris Kukulski - City Manager
CITY STAFF
Anna Rosenberry, CPA—Finance Director
Brit Fontenot—City Clerk
City Manager's Recommended Budget FY08 3 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
411 E Main, Bozeman Montana, and
• It is available for review at the Bozeman Public Library, and
• Copies may be purchased from the Finance Department, 411 E Main, Bozeman Mon-
tana for$30.
The public is strongly encouraged to attend all work sessions and the public hearing
which is held prior to final adoption of the budget.
City Manager's Recommended Budget FY08 4 City of Bozeman,Montana
DISTINGUISHED BUDGET PRESENTATION AWARD FOR FY2006-2007
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, 2006. The City has received this
award for each budget it has prepared in the past 16 years.
In order to receive this award, a governmental unit must publish a budget document that
meets program criteria as a policy document, as an operations guide, as a financial
plan and as a communications device.
This award is valid for a period of one year only. We believe our current budget contin-
ues to conform to program requirements, and we are submitting it to GFOA to determine
its eligibility for another award.
GOVERNMENT FINANCE OFFICERS ASSOCIATION
Distinguished
Budget Presentation
Award
PRESENTED TO
City of Bozeman
Montana
For the Fiscal Year Beginning
July 1,2006
President Executive Director
City Manager's Recommended Budget FY08 5 City of Bozeman,Montana
Table of Contents
Introduction Page 3
Transmittal Letter: Budget Message 9
Core Values 16
Vision Statement, Mission Statement, Goals 17
Adopted Work Plan 18
Demographic and Statistical information 20
Fiscal Policies 22
Financial Structure 28
Budget Process 35
Organizational Chart 40
Summaries
Financial Summaries 42
Mill Levies & Mill Values 45
Appropriations by Type and Appropriations by Fund 46
Legal Debt Limit and Bond Rating 47
Staffing Summary 48
Revenue and Expenditure Trends
Revenue Trends and Analysis 49
Overview of Revenue and other Financing Sources 52
Overview of Expenditures and Other Financing Uses 60
Expenditure Trends &Analysis 66
Fund Balance & Working Capital
Fund Balance & Working Capital Analysis 68
City Manager's Recommended Budget FY08 6 City of Bozeman,Montana
Table of Contents (cont'd)
General Government Page 71
City Commission 73
City Manager 77
Municipal Court 83
City Attorney 88
Finance/Information Technology 94
Planning 100
Facilities Management 106
Public Safety 109
Police 110
Fire 116
Building Inspection 122
Parking 128
Joint Dispatch 133
Public Services 137
Public Services Administration 138
Streets 143
Water Plant 149
Water Operations 155
Wastewater Operations 160
Wastewater Plant 165
Solid Waste Collection 170
Solid Waste Disposal 175
Solid Waste Recycling 180
Vehicle Maintenance 185
City Manager's Recommended Budget FY08 7 City of Bozeman,Montana
Table of Contents (cont'd)
Public Welfare Page 188
Cemetery 189
Parks 193
Forestry 198
Library 202
Recreation 208
Community Development 214
Other 219
Non-Departmental 220
General Obligation (GO) Bonds 223
SID Revolving Fund 225
SID Bonds 227
Appendices 229
Capital Expenditures Summary 230
Water& Wastewater Rate Increases 231
US Consumer Price Index 232
Transportation GO Bond Debt Schedule 233
Library GO Bond #1 Debt Service Schedule 234
Library GO Bond #2 Debt Service Schedule 235
Water Revenue Bond Debt Service Schedule 236
Lyman Creek#1  Rev. Bond Schedule 237
Glossary of Key Terms 239
City Manager's Recommended Budget FY08 8 City of Bozeman,Montana
CITY MAlVS7iCT_LiAR,91J L UDGET IESSAG-A
May 29, 2007
Bozeman City Commission:
I am pleased to present the City Manager's Recommended Budget for the Fiscal Year 2007
-2008. At its core, this budget is designed to further the City's vision of"Bozeman, the
most livable place."
Work Plan
In January, the Commission set the foundation for budget development in the form of an
adopted work plan. The work plan incorporates both "new initiatives" and "ongoing priori-
ties". While a small number of work plan items have been completed, many remain to be
accomplished in the coming year. Some of these items have large implications for the city
financially.
On-Going Priorities
• Adopt updated impact and utility rate fees. (Summer 2007)
• Review and implement recommendations of the workforce housing task force. (Winter of 2007)
• Implement Charter Provisions. (Fall 2007)
• Join the solid waste district. (March 2007)
• Adopt a specific process and set criteria for reviewing request for the"big box" funds .(March
2007)
• Open bids for the construction of the parking garage. (Winter 2007)
• Complete an analysis of the police department for staffing levels and facilities, specifically deal-
ing with traffic enforcement. (Winter 2007)
• Wallace Street/Library lands redevelopment. (Spring 2007)
New Initiatives
• Educate the public on the necessity for, and passage of, a Public Safety mill levy. (Fall 2007)
• Resolve library debt. (Winter 2007)
• Appoint task force to make recommendations to implement and measure principles outlined in
the Mayor's Climate Protection Agreement—adopted November 27, 2006. (Winter 2007)
• Schedule a working trip to Fort Collins in order to learn what has gone well or failed since Fort
Collins grew from our current size to over twice our size (include staff, Chamber &MSU.)
(Spring 2008)
• Be actively engaged in the 2007 legislative session focused on expanding the ability for local
elected officials and citizens to make decisions regarding: (Winter 2007)
• Local option resort taxes and/or a general sales tax;
• Local option accommodations tax;
• Increasing the 1/2 inflation adjustment to be equal to inflation;
• Local control of the transportation system;
• Protect use of TIF Districts.
• Present a timeline for major facility construction and funding sources for each project(i.e.
wastewater plant,fire stations,police station, city hall and water plant.) (Winter 2007)
• Establish an economic development strategy, beginning with the development of an Industrial
Park on the Mandeville Farm site (cooperation between City, MSU and Chamber.) (Fall 2007)
City Manager's Recommended Budget FY08 9 City of Bozeman,Montana
Staffing Levels and Changes
Growth in our local population and, expansion of facilities and duties continues to strain
the staffing levels of certain departments at the City. During budget preparation, depart-
ments submitted personnel requests for a total of 28.5 new full-time-equivalent (FTE) po-
sitions.
The expansion of the Library facility last fall and the increased ticket loads in Municipal
Court from the MSU agreement in January 2006 have both lead to the need for increased
staff. A Parks & Cemetery Superintendent is needed to manage the increased subdivision
and annexation activities that result in more parkland nearly every week.
The police officer and firefighter are added in response to the staffing analysis that was
recently completed for both divisions. Admittedly, a voted levy will be needed to fully staff
the departments as described in their staffing plans.
The Water and Wastewater employees are being added according to recommendations
made in both of the corresponding Facility Plans.
With the closure and capping of the Landfill, operation of the convenience station, curb-
side recycling, and joint efforts with the Solid Waste District for recycling, 3 staff positions
are no longer needed.
This budget includes funding for 9.25 new FTE's, and the elimination of 3 FTE's related to
our landfill/recycling operations. The net result is an increase of 6.25 FTE's, overall.
Position Department FTE's
Police Officer Police Department 1.0
Firefighter I Fire Department 1.0
IParks&Cemetery I Parks Department 1.0
Superintendent
I Library Aide II I Library I 1.0
Court Clerk I Municipal Court' 1.0 I
Lifeguard II I Recreation Department I 0.251
Backflow Specialist I Water Department I 1.0
ICity Service Worker I Wastewater Department I 1.0
ICity Service Workers I Solid Waste Collections I 2.1
Decrease: City Service Solid Waste Disposal/I (3.0
Workers I Recycling
I TOTAL I I 6.2
City Manager's Recommended Budget FY08 10 City of Bozeman,Montana
Lona Term Planning Efforts
The City plans for the long-term needs of our community through a number of efforts and
studies. These documents are usually developed by consultants and staff, with numerous
public hearings and advisory board meetings prior to their formal adoption by the Com-
mission. 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:
1. 2020 Growth Policy—being updated this year.
2. Bozeman Area Transportation Plan—being updated this year.
3. Police Services Facility & Staffing Plan presented April 07, adoption pending.
4. Fire Services Master Plan— adopted 2006, implementing.
5. Wastewater & Storm water Facility Plan—adopted 2006, implementing.
6. Water Facility Plan—adopted 2006, implementing.
Over the decades, we have found these types of planning documents to be invaluable to the
orderly growth and maintenance of city facilities. We wholeheartedly intend to continue to
with the development and implementation of these types of long-term plans.
Changes in Priorities this Year
Solid Waste: For a number of months now, the issues of solid waste disposal and recy-
cling have been in the forefront. Our existing landfill cell is reaching capacity and becom-
ing more difficult to efficiently operate as we get closer to the final tonnages that will fill it
up. Work to join the County Solid Waste District has been fruitful, and the public process
to become members is expected to occur this summer.
The operation of a convenience station and household hazardous waste facility, as well as
possible curb-side recycling have been included in this budget. This budget anticipates clo-
sure and capping of the landfill cell beginning on July 1, 2007, and the elimination of 3 po-
sitions related to disposal and recycling efforts. Our regular garbage collection efforts will
continue, adding 2 positions and a modest (3.5%) increase in rates.
911 Emergency Dispatch &Records: In prior years, emergency-services dispatch and
records for the City and County was funded via an inter-local agreement between the City
of Bozeman and Gallatin County. Other jurisdictions using the dispatch system (other
municipal police, fire departments, etc.) had little say in its operations and made various
small funding contributions to the program. In November 2006, county-wide voters
elected to make this service a county service that is funded by a county-wide property tax
levy. In exchange, the City of Bozeman commission agreed to lower city tax mills by an
equal amount, in exchange for the county-wide levy (11 mills).
Mayor's Climate Protection Agreement:This agreements was adopted by the Commis-
sion in November 2006 and calls for the city to undertake various measures for the protec-
tion of our earth and climate. We have recently hired an Intern to report on the city's cur-
rent practices (i.e. our flex-fuel vehicle fleet, LEEDS building, etc.), examine other best-
practices to consider implementing, and to work with the Commission appointed task-force
on Climate Protection.
City Manager's Recommended Budget FY08 11 City of Bozeman,Montana
City Shops Complex: Although it has been an identified priority in Capital Improvement
Documents for a number of years, we have changed our plans for the construction of a new
City Shops Complex. Last year, we budgeted to begin the design work for what was ex-
pected to be the construction of a new $9.0 Million shops facility. In December, the Cardi-
nal Distributing property became available. We engaged architects and staff to analyze
the property and space for suitability. We found that it suited our needs and had the ad-
vantage of be located within the city. The purchase price (including remodeling costs for
locker-room facilities) is approximately $4.2 million, a substantial savings over construc-
tion of a new facility. We expect to purchase the property on July 1, 2007, paid for with
cash from our enterprise and impact fee funds. Remodeling is expected to be completed
and operations will move into the new facility in the Spring of 2008.
Additional Debt
This budget anticipates borrowing for the Downtown Parking Garage. The Tax Increment
Financing District will borrow approx $4.8 million, and we will issue Revenue Anticipation
Notes for the portion of the Federal Award that is not available until federal fiscal years
08 & 09 (the entire award total was $4.034 Million) The effect of these borrowings is dis-
cussed in the Debt Limit projections on page 47, and is well within the City's statutory re-
quirements.
I Project Total Amount Debt Type I
Downtown Parking Garage $4.8 Million Tax Increment District Bonds—
Downtown TIF
1Downtown Parking Garage $1.9 Million Revenue Anticipation Notes—
Federal Award
Mill Levy Comparisons,
Bozeman's mill levy remains in the "middle of the pack" for comparable communities in
1City 2005 Census Estimates FY2004 Mills FY2007 Mills Levy
Rank
I Havre 9,390 178.74 213.87 1
•
IMissoula 62,923 176.32 204.73 2
IKalispell 18,480 149.74 166.90 31
Bozeman 33,535 163.31 163.42 4I
Livingston 7,146 163.20 150.74 51
Billings 98,721 110.23 141.94 61
Great Falls 56,338 124.33 140.94 71
Helena 27,383 114.71 134.45 81
Whitefish* 7,067 87.14 111.21 9
Belgrade 7,033 99.34 99.52 10
West Yellowstone* 1,223 43.00 48.32 11
City Manager's Recommended Budget FY08 12 City of Bozeman,Montana
our state. *West Yellowstone and Whitefish both utilize Local Option Resort Taxes, which
the City of Bozeman is prohibited from by state law.
Residential City Property Taxes for FY06 FY07, and Estimated for FY08
For the past three years in a row, the City's property tax levy has been moving downward.
The City's total tax levy was decreased by 3 mills in FY06, as a planned savings of taxing
authority. In FY07, the Fire Equipment levy expired, and a net 4.48 mill decrease was
achieved. In FY08, 11 mills will come off the city's general tax levy as a result of the 911
Dispatch vote.
ESTIMATED ESTIMATED
Assessed Market FY06 FY07 FY08 FY08 City Tax
Value Taxable FY06 City Tax Taxable FY07 City Tax Taxable (EST.Levy=
(-32% exemp- Value (Levy=168.26) Value (Levy=163.42) Value 153.57)
tion)
Median Home= $2,869 $477 $2,794 $457 $2,794 $4291
$89,000
$150,000 $4,830 $812 $4,710 $770 $4,710 $7231
$200,000 $6,440 $1,084 $6,280 $1,026 $6,280 $9641
The net effect of these changes for FY08 is a estimated 9.85 mill decrease for the year.
Over the past three years (FY06,FY07 & FY08 est.), the city's property tax levy has de-
creased by a total of 18.42 mills, roughly 11% below FY05 rates.
The median home "assessed market value" represents the value on the tax roll for a home
within the Bozeman city limits. This is the value of the property after the "homestead
exemption" is applied (approx 32%). Median simply means that half of the homes in the
city have a higher value and half have a lower value. In the past two years, the median
value has not change significantly on the tax roll due to the fact that statewide reapprais-
als are only done every six years. Likewise, the median is not expected to change much for
FY08.
City residents living in the median residential home will pay approx $2.80 for each mill
the city levies. In FY08, that is estimated to be a total of$429, or $35.75 per month.
General Taxes Cost per Mill
For FY07, one mill levied on all the property in the City resulted in tax revenue of
$63,249, an 8.9% increase over the previous year. For FY08, we are estimating the value
of one mill to be $67,044—an increase of 6% over FY07. Taxable values for the city have
had an average annual increase of 8.3% for the past 5 years. This number won't be certain
until the Department of Revenue certifies taxable values to the City in early August.
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-
City Manager's Recommended Budget FY08 13 City of Bozeman,Montana
ment, resulting in an annual assessment of$77.42 for the average sized lot. The budget
also includes a 4% increase in the Tree assessment, resulting in an annual assessment of
$16.22 for the average sized city lot. Combined, the increase over the previous year is
$4.31 for owners of an averaged sized lot in the city.
1Lot Size FY 06 Assessment FY 07 Assessment FY 08 Proposed
Per Year Adopted 5%Increase 5%Streets&4%Trees
1Small=5,000 sq ft. I Streets-$46.80IStreets-$49.15 Streets-$51.60
Trees-$9.90 Trees-$10.40 I Trees-$10.81
Average=7,500 sq ft. Streets-$73.73
1Streets-$70.20
Trees-$14.85 I Trees-$15.60 1Streets-$77.42
Trees-$16.22
Large= 10,000 sq ft. I Streets-$93.60IStreets-$98.30 Streets-$103.21
Trees-$19.80 Trees-$20.80 I Trees-$21.63
I
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. Rate studies have been completed for both utilities and rec-
ommend changes to our rate levels and structures in order to fund the utility improve-
ments needed in the next 5 years.
Rate increases for FY08 are proposed according to the draft rate study, which recommends
a 5% increase in wastewater rates and no increase in water rates for the year. The rate
study also recommends changes to the rate classes (residential, commercial, etc.) to better
reflect their actual cost of service. Under the proposed rate and customer-class changes,
the average residential customer would see a reduction in water rates of approx 5% and a
reduction in sewer rates of approx 1.8%; commercial and industrial customers would see
an increase in water & sewer costs.
Average Residential FY 06 Monthly Bill FY 07 Monthly Bill FY 08 Monthly Bill
Customer Adopted 10%Increases Proposed (1.8%) Water
Proposed(5.0%)Sewer
IWater $29.40 per month I$32.34 per month $30.73 per month
ISewer I$19.32 per month I$21.25 per month I$20.87 per month
ITotal I$48.72 per month I$53.59 per month I$51.60 per month
In Conclusion
Each of the Department Director's and their administrative teams, have worked hard to
prepare this balanced budget. It represents our best allocation of resources in order to ac-
complish the City's goals for the coming year. We thank everyone for their hard work and
dedication in its creation.
As you review the enclosed document, please to not hesitate to call any of the department
directors of assistance in understanding this adopted spending plan.
City Manager's Recommended Budget FY08 14 City of Bozeman,Montana
Respectfully submitted,
Chris A. Kukulski, City Manager
Anna Rosenberry, Finance Director
City Manager's Recommended Budget FY08 15 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 departments, including department directors. These core values are what
create the culture of our organization.
Integrity
Be honest, hardworking, reliable and
accountable to the public.
Leadership
Take initiative, lead by example, and
be open to innovative ideas.
Service
Work unselfishly for our community and its citizens.
Teamwork
Respect others, welcome citizen involvement,
and work together to achieve the best result.
City Manager's Recommended Budget FY08 16 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.
City Manager's Recommended Budget FY08 17 City of Bozeman,Montana
CITY OF BOZEMAN
Adopted Work Plan—Ongoing Priorities
High
• Review and implement recommendations of the workforce housing task force (Winter of 2007)
• Implement Charter Provisions (Fall 2007)
• Appoint the Board of Adjustments (February 2007)
• Join the solid waste district(March, 2007)
• Adopt a specific process and set criteria for reviewing request for the "big box" funds (March
2007)
• Complete the work of the workforce housing task force and present their recommendations to
the Commission(Winter 2007)
• Complete an analysis of the police department for staffing levels and facilities, specifically deal-
ing with traffic enforcement. (Winter 2007)
• Wallace Street/Library lands redevelopment(Spring 2007)
• Coordinate main street overlay and traffic light project with downtown businesses (Winter
2007)
• Open bids for the construction of the parking garage (Winter 2007)
Medium
• Adopt updated impact and utility rate fees (Summer 2007)
• Complete the redevelopment of Story Mansion (Summer 2007)
• Expand our working relationship with MSU focused on: (ongoing)
Planning campus expansion with community interface
Street design—S-19th, 11th, 8th, etc.
Student impact on neighborhoods
City Manager's Recommended Budget FY08 18 City of Bozeman,Montana
CITY OF BOZEMAN
Adopted Work Plan—New Initiatives
High
• Utilize citizen panels as an additional method for gaining public input into critical decisions
(ongoing)
• Confirm South 19th design(Winter 2007)
• Present the City Commission with a plan for the review and approval of a Public Safety mill
levy(Spring 2007)
• Educate the public on the necessity for, and passage of, a Public Safety mill levy (Fall 2007)
• Be actively engaged in the 2007 legislative session focused on expanding the ability for local
elected officials and citizens to make decisions regarding: (Winter 2007)
Local option resort taxes and/or a general sales tax
Local option accommodations tax
Increasing the 'A inflation adjustment to be equal to inflation
Local control of the transportation system
Protect use of TIF Districts
• Present a timeline for major facility construction and funding sources for each project(i.e.
wastewater plant, fire stations, police station, city hall and water plant) (Winter 2007)
Medium
• Conduct a neighborhood design workshop to discuss accessory dwelling units and density is-
sues; are there areas where densities are too low and/or too high? (Winter 2007)
• Resolve library debt(Winter 2007)
• Road Design Workshop—Walkable Communities Best Practices discussion led by engineering
and planning (Summer 2007)
• Sign Inter-Local Planning Agreement with Gallatin County (Spring 2008)
• Appoint task force to make recommendations to implement and measure principles outlined in
the Mayor's Climate Protection Agreement—adopted November 27, 2006 (Winter 2007)
• Schedule a working trip to Fort Collins in order to learn what has gone well or failed since Fort
Collins grew from our current size to over twice our size (include staff, Chamber &MSU) (Spring
2008)
• Establish an economic development strategy,beginning with the development of an Industrial
Park on the Mandeville Farm site (cooperation between City, MSU and Chamber) (Fall 2007)
• Develop public information strategy (public information, media, Bresnan) (Winter 2008)
City Manager's Recommended Budget FY08 19 City of Bozeman,Montana
CITY OF BOZEMAN
Demographic and Statistical Information
Location: The City of Bozeman is located on the eastern slope of the Rocky
Mountains and is the county seat of Gallatin County, Montana. The County en-
compasses 2,510 square miles in the southwestern part of the state and is bor-
dered by Yellowstone National Park to the south. Bozeman is located 143
miles west of Billings and 200 miles east of Missoula.
Population: The City encompasses an area over 11 square miles with a 2005
population estimate of 32,412, an increase of nearly 17% over the 2000 Cen-
sus estimate. Bozeman is currently the state's fifth largest municipality by
population.
Demographics: The following information is derived from the Bureau of Eco-
nomic Analysis, the National Center for Education Statistics, and Gallatin
County to give you an indication of attributes of the City's population.
Year Per Capita Average Age Residents with K-12 School Unemployment
Personal Income Bachelors Degree or Enrollment Rate
Higher
2006 $30,560 Estimated I 31.79 Years I 41.0% 5,248 2.8%
Private Employers: The Montana Department of Labor and Industry re-
ports the following largest private employers within the City's boundaries.
lEmployer Employee Size I Employer Employee Size
Bozeman Deaconess 500-999 Employees Home Care Services 250-499 Employees
Hospital
I Wal-Mart 250-499 Employees Albertson's 100-249 Employees I
I Bozeman Daily Chronicle I 100-249 Employees I Community Food Co-Op I 100-249 Employees
I Costco I 100-249 Employees I First Security Bank I 100-249 Employees
1Grantree Inn 100-249 Employees I Kenyon Noble Lumber& 100-249 Employees
Hardware I
ILaidlaw Transit 100-249 Employees I Martel Construction I 100-249 Employees
Murdoch's Ranch& 100-249 Employees Ressler Chevrolet,I
100-249 Employees
Home Supply I Cadillac&Toyota
ISchlauch-Bottcher 100-249 Employees I Simkins-Hallin Lumber I 100-249 Employees
Construction
City Manager's Recommended Budget FY08 20 City of Bozeman,Montana
Public Employers: The Montana Department of Labor and Industry re-
ports the following largest public employers within the City's boundaries,
one of which is the City.
IEmployer Employee Size Employer Employee Size
IMontana State University 1,000+Employees School District#7 500-999 Employees
I City of Bozeman 250-499 Employees Gallatin County I 100-249 Employees
Principal Tax Payers: The annual certified valuation of taxable real and
personal property is completed by the Montana Department of Revenue
and transmitted to the City each August. For 2006, the top taxpayers
within the City were as follows.
Rank Taxpayer Total Taxable %of Total City
Assessed Value Taxable Assessed
Value
1 Northwestern Energy—Transmission&Distribution 3,407,867 2.03%
2 Qwest Corporation 1,301,414 0.78%
3 Harry Daum—Gallatin Valley Mall 516,660 0.31%I
4 Wal-Mart Stores 392,693 0.23%I
5 Bridger Peaks,LLC 329,112 0.20%I
6 Costco Wholesale Corporation 281,944 0.17%
7 Bozeman Deaconess Foundation 277,3521 0.17%
8 Machinery Power&Equipment Company 252,073 I 0.15%I
9 POB Gallatin LP—Gallatin Center 224,093 0.13%I
10 Highgate Bozeman,LLC 223,186 0.13%I
I TOTAL 7,206,394 I 4.30%I
City Manager's Recommended Budget FY08 21 City of Bozeman,Montana
FISCAL POLICIES
•
The overall goal of the city's fiscal policy is to establish and maintain effective management of the
city's financial resources. Formal policy statements and major objectives provide the foundation
for achieving this goal. Accordingly, this section outlines the policies used in guiding the prepara-
tion and management of the city's overall budget and the major objectives to be accomplished. In
addition, the rationale which led to the establishment of the fiscal policy statements is also identi-
fied.
City of Bozeman FISCAL POLICIES
Budget#1 A comprehensive annual budget will be prepared for all funds expended by the city.
Rationale: State law provides that"no money shall be drawn from the treasury of the mu-
nicipality nor shall any obligation for the expenditure of money be incurred except pursu-
ant to the appropriation made by the commission." Inclusion of all funds in the budget
enables the commission, the administration, and the public to consider all financial as-
pects of city government when preparing, modifying, and monitoring the budget, rather
than deal with the city's finances on a "piece meal"basis.
Budget#2 The budget will be prepared in such a manner as to facilitate its understanding by citizens
and elected officials.
Rationale: One of the stated purposes of the budget is to present a picture of the city
government operations and intentions for the year to the citizens of Bozeman. Presenting
a budget document that is understandable to the citizens furthers the goal of effectively
communicating local government finance issues to both elected officials and the public.
Budget#3 Budgetary emphasis will focus on providing those basic municipal services which provide
the maximum level of services, to the most citizens, in the most cost effective manner,
with due consideration being given to all costs--economic, fiscal, and social.
Rationale: Adherence to this basic philosophy provides the citizens of Bozeman assur-
ance that its government and elected officials are responsive to the basic needs of the
citizens and that its government is operated in an economical and efficient manner.
Budget#4 The budget will provide for adequate maintenance of capital, plant, and equipment and for
their orderly replacement.
Rationale: All governments experience prosperous times as well as periods of economic
decline. In periods of economic decline, proper maintenance and replacement of capital,
plant, and equipment is generally postponed or eliminated as a first means of balancing
the budget. Recognition of the need for adequate maintenance and replacement of capi-
tal, plant, and equipment, regardless of the economic conditions, will assist in maintaining
the government's equipment and infrastructure in good operating condition.
Budget#5 The city will avoid budgetary practices that balance current expenditures at the expense
of meeting future years'expenses.
Rationale: Budgetary practices such as postponing capital expenditures, accruing future
years'revenues, or rolling over short-term debt are budgetary practices which can solve
short-term financial problems, however, they can create much larger financial problems
for future administrations and commissions. Avoidance of these budgetary practices will
assure citizens that current problems are not simply being delayed to a future year.
City Manager's Recommended Budget FY08 22 City of Bozeman,Montana
City of Bozeman FISCAL POLICIES (cont'd)
Budget#6 The city will give highest priority in the use of one-time revenues to the funding of capital
assets or other non-recurring expenditures.
Rationale: Utilizing one-time revenues to fund on-going expenditures results in incurring
annual expenditure obligations which may be unfunded in future years. Using one-time
revenues to fund capital assets or other non-recurring expenditures better enables future
administrations and commissions to cope with the financial problems when these revenue
sources are discontinued, since these types of expenditures can more easily be elimi-
nated.
Budget#7 The city will maintain a budgetary control system to help it adhere to the established
budget.
Rationale: The budget passed by the commission establishes the legal spending limits
for the city. A budgetary control system is essential in order to insure legal compliance
with the city's budget.
Budget#8 The City will exercise budgetary control (maximum spending authority)through City Com-
mission approval of appropriation authority for each appropriated budget unit.
Rationale: Exercising budgetary control for each appropriated budget unit satisfies re-
quirements of state law. It also assists the commission in monitoring current year opera-
tions and acts as an early warning mechanism when departments deviate in any substan-
tive way from the original budget.
Budget#9 Reports comparing actual revenues and expenditures to budgeted amounts will be pre-
pared monthly.
Rationale: The city's budget is ineffective without a system to regularly monitor actual
spending and revenue collections with those anticipated at the beginning of the year.
Monthly reports comparing actual revenues and expenditures to budget amounts provide
the mechanism for the Commission and the administration to regularly monitor compli-
ance with the adopted budget.
Revenue#1 The city will seek to maintain a diversified and stable revenue base.
Rationale: A city dependent upon a few volatile revenue sources is frequently forced to
suddenly adjust tax rates or alter expenditure levels to coincide with revenue collections.
Establishment of a diversified and stable revenue base, however, serves to protect the
city from short-term fluctuations in any one major revenue source.
Revenue#2 I The city will estimate revenues in a realistic and conservative manner.
Rationale: Aggressive revenue estimates significantly increase the chances of budgetary
shortfalls occurring during the year--resulting in either deficit spending or required spend-
ing reductions. Realistic and conservative revenue estimates, on the other hand,will
serve to minimize the adverse impact of revenue shortfalls and will also reduce the need
for mid-year spending reductions.
IRevenue#3 The city will pursue an aggressive policy of collecting revenues.
Rationale: An aggressive policy of collecting revenues will help to insure the city's reve-
nue estimates are met, all taxpayers are treated fairly and consistently, and delinquencies
are kept to a minimum.
City Managers Recommended Budget FY08 23 City of Bozeman,Montana
City of Bozeman FISCAL POLICIES (cont'd)
Revenue#4 The city will aggressively pursue opportunities for Federal or State grant funding.
Rationale: An aggressive policy of pursuing opportunities for Federal or State grant fund-
ing provides citizens assurance that the city is striving to obtain all state and federal funds
to which it is entitled--thereby reducing dependence upon local taxpayers for the support
of local public services.
Revenue#5 User fees and charges will be used, as opposed to general taxes, when distinct benefici-
ary populations or interest groups can be identified.
Rationale: User fees and charges are preferable to general taxes because user charges
can provide clear demand signals which assist in determining what services to offer,their
quantity, and their quality. User charges are also more equitable, since only those who
use the service must pay--thereby eliminating the subsidy provided by nonusers to users,
which is inherent in general tax financing.
Revenue#6 I User fees will be collected only if it is cost-effective and administratively feasible to do so.
Rationale: User fees are often times costly to administer. Prior to establishing user fees,
the costs to establish and administer the fees will be considered in order to provide assur-
ance that the city's collection mechanisms are being operated in an efficient manner.
Expenditures#1 On-going expenditures will be limited to levels which can be supported by current reve-
nues.
Rationale: Utilization of reserves to fund on-going expenditures will produce a balanced
budget, however, this practice will eventually cause severe financial problems. Once re-
serve levels are depleted, the city would face elimination of on-going costs in order to bal-
ance the budget. Therefore, the funding of on-going expenditures will be limited to cur-
rent revenues.
Expenditures #2 Minor capital projects or recurring capital projects, which primarily benefit current resi-
dents, will be financed from current revenues.
Rationale: Minor capital projects or recurring capital projects represent relatively small
costs of an on-going nature,and therefore, should be financed with current revenues
rather than utilizing debt financing. This policy also reflects the view that those who bene-
fit from a capital project should pay for the project.
Expenditures #3 l 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).
Rationale: This policy reflects the view that those who benefit from a capital project
should pay for the project.
Expenditures#4 Major capital projects, which benefit future residents, will be financed with other financing
sources(e.g. debt financing).
Rationale: Major capital projects represent large expenditures of a non-recurring nature
which primarily benefit future residents. Debt financing provides a means of generating
sufficient funds to pay for the costs of major projects. Debt financing also enables the
costs of the project to be supported by those who benefit from the project, since debt ser-
vice payments will be funded through charges to future residents.
City Manager's Recommended Budget FY08 24 City of Bozeman,Montana
City of Bozeman FISCAL POLICIES(cont'd)
Expenditures#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 in-
cluded in the regular operating budget.
Rationale: The Capital Improvement Plan(CIP)differentiates the financing of high cost
long-lived physical improvements from low cost"consumable"equipment items contained
in the operating budget. CIP items may be funded through debt financing or current reve-
nues while operating budget items are annual or routine in nature and should only be fi-
nanced from current revenues.
Debt #1 The City will limit long-term debt to capital improvements which cannot be financed from
current revenues.
Rationale: Incurring long-term debt serves to obligate future taxpayers. Excess reliance
on long-term debt can cause debt levels to reach or exceed the government's ability to
pay. Therefore,conscientious use of long-term debt will provide assurance that future
residents will be able service the debt obligations left by former residents.
Debt#2 The city will repay borrowed funds, used for capital projects, within a period not to exceed
the expected useful life of the project.
Rationale: This policy reflects the view that those residents who benefit from a project
should pay for the project. Adherence to this policy will also help prevent the government
from over-extending itself with regard to the incurrence of future debt.
Debt#3 The city will not use long-term debt for financing current operations.
Rationale: This policy reflects the view that those residents who benefit from a service
should pay for the service. Utilization of long-term debt to support current operations
would result in future residents supporting services provided to current residents.
Debt#4 The City of Bozeman will adhere to a policy of full public disclosure with regard to the is-
suance of debt.
Rationale: Full public disclosure with regard to the issuance of debt provides assurance
that the incurrence of debt,for which the public is responsible, is based upon a genuine
need and is consistent with underwriters guidelines.
Reserves#1 Reserves will be established for funds which are not available for expenditure or are le-
gally segregated for a specific use, in accordance with Governmental Accounting and
Financial Reporting Standards(GAFR).
Rationale: The City's policy is to manage and account for its financial activity in accor-
dance with Generally Accepted Accounting Principles(GAAP), as set forth by the Gov-
ernmental Accounting Standards Board (GASB). This policy is consistent with GASB
requirements.
City Manager's Recommended Budget FY08 25 City of Bozeman,Montana
City of Bozeman FISCAL POLICIES (cont'd)
Reserves #2 One undesignated general fund reserve will be maintained by the city. This undesignated
reserve will be used for: cash flow purposes, accrued employee payroll benefits which are
not shown as a liability, equipment acquisition and replacement, and to enable the city to
meet unexpected expenditure demands or revenue shortfalls.
Rationale: Property taxes represent the city's primary source of general fund revenue.
Property taxes are collected in November and May of each fiscal year. Since the City's
fiscal year begins on July 1st, the city must maintain an adequate cash balance in order to
meet its expenditure obligations between July 1st and the commencement of the collection
of property taxes in November.
Accrued employee payroll benefits represent a bona fide obligation of the city. The city will
maintain sufficient reserves to meet its annual expenditure obligations.
The city recognizes the need to maintain adequate equipment in order to carry out required
public services. Equipment acquisition and replacement represent on-going costs of a rela-
tively minor nature, as compared to major capital purchases, To provide for the orderly
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.
Accounting & The City will manage and account for its financial activity in accordance with Generally Ac-
Financial cepted Accounting Principles (GAAP), as set forth by the Governmental Accounting Stan-
Reporting#1 dards Board (GASB).
Rationale: GASB is recognized as the authority with respect to governmental accounting.
Managing the city's finances in accordance with GAAP and in accordance with the rules set
forth by GASB, provides the Bozeman citizens assurance that their public funds are being
accounted for in a proper manner.
Accounting & The city will maintain its accounting records for general governmental operations
Financial on a modified accrual basis, with revenues recorded when available and measur-
Reporting#2 able, and expenditures recorded when services or goods are received and liabili-
ties incurred. Accounting records for proprietary fund types and similar trust funds
will be maintained on an accrual basis, with all revenues recorded when earned
and expenses recorded at the time liabilities are incurred, without regard to receipt
or payment of cash.
Rationale: Adherence to this policy will enable the city to prepare its financial statements in
accordance with Generally Accepted Accounting Principles as set forth by the Governmen-
tal Accounting Standards Board.
Accounting & The City of Bozeman will prepare a Comprehensive Annual Financial Report(CAFR) in
Financial conformity with Generally Accepted Accounting Principles (GAAP). The report will be
Reporting #3 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.
City Manager's Recommended Budget FY08 26 City of Bozeman,Montana
City of Bozeman FISCAL POLICIES (cont'd)
Rationale: The Certificate of Achievement represents a significant accomplishment for a
government and its financial management. The program encourages governments to pre-
pare and publish an easily readable and understandable comprehensive annual financial
report covering all funds and financial transactions of the government during the year. The
CAFR provides users with a wide variety of information useful in evaluating the financial
condition of a government. The program also encourages continued improvement in the
city's financial reporting practices.
Accounting & The city will ensure the conduct of timely, effective, and annual audit coverage of all finan-
Financial cial records in compliance the Local, State, and Federal law.
Reporting #4
Rationale: Audits of the city's financial records provide the public assurance that its funds
are being expended in accordance with Local, State, and Federal law and in accordance
with Generally Accepted Accounting Principles. Audits also provide management and the
Commission with suggestions for improvement in its financial operations from independent
experts in the accounting field.
Accounting & The City of Bozeman will maintain a policy of full and open public disclosure of all financial
Financial activity.
Reporting #5
Rationale: Full and open public disclosure of all financial activity provides the public with
assurance that its elected officials and administrators communicate fully all financial mat-
ters affecting the public.
Accounting & The modified accrual basis of accounting and budgeting is used for the Governmental
Financial Funds. Under the modified accrual basis of accounting, revenues are recorded when sus-
Reporting#6 ceptible to accrual, i.e., both measurable and available. Available means collectible within
the current period or soon enough thereafter to be used to pay liabilities of the current pe-
riod. Expenditures are recorded when the related liability is incurred. Employee compen-
sated absences and principal and interest on long-term debt expenditures are recorded
when due in the current period. The accrual basis of accounting is used for Proprietary
Funds. Under this method, revenues are recorded when earned and expenses are re-
corded when the related liability is incurred. For Budget preparation and presentation, the
Proprietary Funds' expenses are converted to expenditures and follow the same budget
format as the Government Fund types. Capital outlays in the Enterprise Funds are pre-
sented as expenses for budget basis, but are recorded as assets along with associated
depreciation expense on the GAAP basis. Debt service principal payments in the Enter-
prise Funds are accounted for as expenses for budget purposes, but are reported as re-
duction of long-term debt liability on the GAAP basis.
Rationale: Recording capital outlays as expenditures and principal payments on long-
term debt for budget purposes, presents a clearer picture of the city's financial opera-
tions, is easier to administer for cash flow purposes, and is easier for the lay person to
understand.
City Manager's Recommended Budget FY08 27 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.
Activities
General Government
Public Safety l
Public Service 1
Public Welfare
Other
Department Department is the second level of summarization used in the City's financial
structure. The function classification represents a grouping of related operations and pro-
grams aimed at accomplishing a broad goal or providing a major service.
Division: Department can be further split into divisions which are usually associated with
functioning work groups that have more limited sets of work responsibilities. Their primary
purpose is organizational and budgetary accountability.
Budget Unit: Divisions may be further subdivided into budget units. A budget unit is used to
account for a specific service performed within a division in the pursuit of individual goals and
objectives. A budget unit is aimed at accomplishing a specific service or regulatory program
for which a government is responsible.
For example, to account for the expenses of constructing a new Wastewater Treatment Plant
the city uses the following financial structure:
Activity: Public Service
Department: Wastewater Plant
Division: Operations
Budget Unit: Construction
The following table lists the Department and corresponding divisions within the city for the cur-
rent fiscal year.
City Manager's Recommended Budget FY08 28 City of Bozeman, Montana
Departments Divisions and Budget Units
City Commission City Commission, Study Commission
City Manager Administration, City Clerk, Personnel, Neighborhood Coordinator
Municipal Court Municipal Court
City Attorney Administration, Civil Litigation, Criminal Litigation, Criminal Victim-
Witness
Finance Administration, Accounting, Treasury, Information Technology
Planning Operations, Subdivision Review, Long-Range Planning, Annexa-
tion, Code Enforcement, Historical Preservation,Zoning Opera-
tions
Building Maintenance City Hall, City Hall Annex, Shop Complex, Professional Building,
Senior Center, Library, Fire Station#2, Library—Lamme St.
Police Operations, Crime Control & Investigations, DARE, Drug Forfei-
ture, Parking, Animal Control
Fire Administration, Operations, Operational Readiness, Fire Preven-
tion, Hazardous Materials, Disaster& Emergency Services
Building Inspection Operations, Life-Safety
Parking Administration, Operations, Neighborhoods
Joint Dispatch - 911 Administration ** removed for FY2008
Public Services Administration, Engineering, Snow Removal Enforcement, Weed
Administration Cutting Enforcement, Sidewalk Repair Program, Sidewalk & Curb
Construction, SID Construction
Streets Operations, Maintenance, Construction, Street Lighting, Traffic
Signs & Markers
Water Plant Operations, Construction, Reservoirs
Water Operations Operations, Utility Locates, Water Services, Construction, Meters,
Hydrants, Valves, Repairs
City Manager's Recommended Budget FY08 29 City of Bozeman,Montana
Departments Divisions and Budget Units
(cont'd)
Wastewater Operations, Utility Locates, Wastewater Services, Construction, Man-
Operations holes, Televising, Main Repairs
Wastewater Plant Operations, Laboratory, Sludge Injection, Construction
Solid Waste Operations
Collection
Solid Waste Disposal Operations, Construction
Solid Waste Operations, Waste Oil
Recycling
Vehicle Maintenance Operations
Cemetery Operations
Parks Operations
Forestry Tree Maintenance
Library Operations, Technical Services, Information Services, Children 's
Services, Circulation Services, Construction
Recreation Operations, Swim Center, Bogert Pool, Lindley Park Center, Pro-
grams
Community Downtown Improvement District, American 's with Disabilities, Ur-
Development ban Redevelopment& Housing, Economic Development, Grants
Non-Departmental Insurance, Contingencies, Transfers, Beautification of Bozeman,
Band, Senior Transportation
G. 0. Bonds Principal & Interest
SID Revolving Principal & Interest
SD Bonds Principal & Interest
City Managers Recommended Budget FY08 30 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
City Manager's Recommended Budget FY08 31 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.
City Manager's Recommended Budget FY08 32 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.
City Manager's Recommended Budget FY08 37 City of Bozeman,Montana
MCA 7-6-4031 Budget amendment procedures. (1) The final budget resolution may author-
ize the governing body or a designated official to transfer appropriations between items within the
same fund.
(2) The annual budget appropriations may be amended as provided in 7-6-4006 (3) and
7-6-4012..
(3) Except as provided in 7-6-4006, 7-6-4011, 7-6-4012, 7-6-4015, and 7-6-4032, or in
case of an emergency under Title 10, chapter 3, a public hearing is required for an overall in-
crease in appropriation authority.
The Finance Director is responsible for insuring compliance with spending limitations imposed by
the budget. Accordingly, the Finance Director submits a Budget Status Report to the City Com-
mission after three, six, nine, and twelve month periods. The budget reviews evaluate overall
revenues and expenditures in comparison to the budgeted amounts. In cases where it appears
the original spending authority authorized will not prove sufficient, transfers of spending authority
or additional spending authority are requested together with explanations for the requests. Public
hearings for budget amendments are held as necessary.
BUDGET CALENDAR/PROCEDURES
The following budget timeline outlines the process the City follows for creation and adop-
tion of the annual budget.
1. December/January: The Commission's aoals provide the legislative policy direction for
the budget process and the development of departmental objectives and work plans.
2. January: The Finance Department sends budget request forms and instructions to all de-
partments.
3. January/February: Department administrators assess the needs of their departments and
communicate their needs through their budget requests.
4. March: The department requests are compiled by the Finance Director and compared to
available funds to support the requested services.
5. March/April: The City Manager and Finance Director attend budget meetings with the
staff responsible for each budget unit to discuss their requests and make necessary ad-
justments to insure needed services are provided and the budget is balanced.
6. May: The City Manager's Recommended Budget is presented to the City Commission.
This comprehensive document includes both operating and capital expenditures for the
ensuing fiscal year.
7. May/June: The City Commission holds work sessions on the budget at which time the
City Manager's Recommended Budget FY08 38 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
published in the local newspaper.
11. August: Commission adopts final budget appropriation resolution and tax levy resolution.
City Manager's Recommended Budget FY08 39 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 City Commission appoints a City Manager who is the Chief Executive Officer of the City.
The City Manager appoints a City Clerk who acts as staff of the Commission. The City Man-
ager also appoints directors of each of the major departments— Finance, Law, Public Safety,
Public Service, and Public Welfare. These departments represent the major delineation of the
services offered by the City.
City Manager's Recommended Budget FY08 40 City of Bozeman,Montana
C)
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Citizens of Bozeman
N
mLibrary Municipal
o Board ' City Commission.
3 Court
m _I I --
gi Library ( City Manager . u
a niredor . City Clerk •
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Uoo 1 Department 1 Department
Assistant City of Finance of Law i
Manager I
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Neighborhood. Attounting: Information Treasury ( wttnen
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Coordinator i Technology
-- , L„,. Criminal
-> Recreation . i Department of
Facilities Cemetery Human Planning and
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Community
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Department of I I
Public Safety { I Ir I +
ICurrent I Community Lang-range,, 11 Department of
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Police Fire I ` ...I _..
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1 Fire 11 j
.I '--Marshall I Engineering 1 Streets '1 El
Q Patrol Investigation* I support I 1 - j 1 --.-.0 nt
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_ Wastewater
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p tnspeceon I Safety 1 waste.`_ Tr feat It
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3 Sewer
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City of Bozeman
CD
Financial Summary—FY2008
CM Recommended Budget
a
Special Debt Capital Internal Permanent All
W
a General Revenue Service Project Enterprise Service Funds Funds
ra
03
T
Projected Beginning
Fund Balance/Working Capital $ 2,826,290 $ 5,689,738 $ 870,672 $ 1,721,799 $22,849,764 $ 164,793 $ 527,768 $34,650,824
.a.
1V
Estimated Revenues 19,255,157 14,661,002 2,303,440 12,906,500 17,671,512 3,226,330 20,000 70,043,941
Less Appropriations 19,252,255 17,485,275 2,621,206 10,571,500 14,085,124 3,199,499 16,000 67,230,859
Increase/(Decrease)in
Fund Balance/Working Capital 2,902 (2,824,273) (317,766) 2,335,000 3,586,388 26,831 4,000 2,813,082
Projected Ending
ET) Fund Balance/Working Capital $
2,829,192 $ 2,865,465 $ 552,906 $ 4,056 799 $26,436,152 $ 191,624 $ 531,768 $37,463,906
CHANGES IN FUND BALANCE/WORKING CAPITAL
-- -- FY 02
FYE 06 -----
Projected Begin- Budgeted End-
Actual Hing Estimated Appropriations ing
Fund Balance/ Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital Working Capital
# General Fund
010 General Fund $ 3,179,099 $ 2,826,290 $ 19,255,157 $ 19,252,255 $ 2,829,192
Special Revenue Funds
100 Planning Fund 196,851 251,446 917,188 1,125,367 43,267
101 Historic Preservation - - - - -
103 Health-Medical Insurance 25,843 25,843 1,511,842 1,511,842 25,843
104 Liability Insurance 51 51 388,767 388,787 31
105 P.E.R.S,Fund 97 97 385,929 385,929 97
106 Police Pension Fund 29,505 29,505 408,042 408,042 29,505
107 Fire Pension Fund (51,428) (51,428) 280,495 280,495 (51,428)
108 Community Transportation 44,197 44,197 30,515 30,515 44,197
109 Highway Safety Improvement 19,165 19,165 - 19,000 165
110 Gas Tax Apportionment 242,496 199,996 588,750 610,500 178,246
111 Street Maintenance District 386,002 252,677 1,858,220 2,078,086 32,811
112 Tree Maintenance 179,255 85,416 371,129 353,097 103,448
113 Fire Impact Fee 1,829,360 1,619,360 341,600 1,813,000 147,960
114 Street Impact Fee 1,946,988 (903,012) 2,472,000 1,460,000 108,988
115 Building Inspection Special Rev 908,783 722,758 1,049,860 1,457,289 315,329
116 Dowtown Improvement District 70,335 106,955 556,620 520,000 143,575
118 Section 8 Housing - - - - -
119 Economic Development Loan Fund 323,464 434,964 216,000 111,000 539,964
120 Community Housing 74,068 4,068 140,088 134,088 10,068
121 Housing Revolving Loan Fund 97,258 91,358 10,500 14,400 87,458
122 9-1-1 Grant - - - - -
123 Beall Park Art Center Grant - - - - -
125 Drug Forfeiture (4,176) 22,129 164,000 164,471 21,658
126 Neighborhood Parking Districts 58,334 18,132 74,500 69,052 23,580
127 Down Town Parking 17,242 90,989 180,000 269,316 1,673
128 Fish Wildlife And Park Mgmt 22,742 12,742 5,000 17,000 742
129 Special Projects 720,251 320,000 1,680,000 2,000,000 -
130 Americans With Disability Act 32,231 32,231 - 32,000 231
131 Beautification Of Bozeman 1,165 1,165 - - 1,165
132 We Share The Road Campaign - - - -
133 Recreation Department Special Rev 31,614 1,614 1,000 1,500 1,114
134 Amateur Hockey Projects - - - -
135 Cemetery Department Special Rev 1,798 198 - - 198
136 Park Department Special Revenue 3,384 3,384 5,000 3,000 5,384
137 Library Department Special Rev - 6,200 5,200 1,500 9,900
138 Law&Justice Center 541,875 521,875 - 20,000 501,875
139 Police Department Special Rev 73,616 40,594 111,500 98,727 53,367
140 Police Domestic Violence - (35,271) 30,113 187,255 (192,413)
141 Police Motor Cycle Fund - - - - -
142 Problem Area Response Team - - - - -
143 K-9 Project - - - - -
144 TIF NE Urban Renewal District - - - - ..
145 Interfaith Housing - - - -
146 Lighting Districts (123,896) (103,896) 170,000 150,000 (83,896)
174 Victim Witness Advocate 154,198 150,198 58,000 52,000 156,198
175 Senior Transportation 6,212 6,212 67,044 67,044 6,212
176 Business Improvement District 4,569 4,569 104,000 104,000 4,569
177 Northeast Neighborhood - - - - -
178 Police Grants - .. - -
179 Diaster Relief Fund 74,890 76,890 2,000 - 78,890
180 Sr.High Parking 13,736 8,305 8,100 12,973 3,432
183 Fire Department Special Revenue (461) (461) - - (461)
184 Parks Master Plan Develop 75,173 75,173 150,000 150,000 75,173
185 Insurance Proceeds 232,426 238,426 6,000 232,000 12,426
186 Development Impacts 630,187 730,187 220,000 922,000 28,187
187 Fire Department Equipment 254,383 305,133 12,000 - 317,133
188 City/County Drug Forfeiture 193,686 193,686 80,000 230,000 43,686
850 Park Land-Cash in Lieu 35,918 35,918 - - 35,918
Total Special Revenue Funds 9,373,387 5,689,738 14,661,002 17,485,275 2,865,465
City Manager's Recommended Budget FY08 43 City of Bozeman,Montana
CHANGES IN FUND BALANCE/WORKING CAPITAL
FY 03---- ---
FYE 06 -
Projected Begin-
Actual ping Estimated Appropriations Budgeted Ending
Fund Balance! Fund Balance/ Revenues Fund Balance/
Working Capital Working Capital Working Capital
# Debt Service Funds
Special Improvement District
300 Revolt'.Fund 547,537 577,537 30,000 - 607,537
301 Library Bonds 194,716 194,590 313,000 312,766 194,824
Bond P&11995 Transportation
302 Projects (301,499) (301,455) 460,440 408,440 (249,455)
310 SID Funds 400,000 400,000 1,500,000 1,900,000 -
Total Debt Service Funds 840,754 870,672 2,303,440 2,621,206 552,906
Construction Funds
Capital Proiects 977,184 1,721,799 12,906,500 10,571,500 4,056,799
Enterprise Funds
600 Water 5,659,640 4,291,673 6,238,818 4,947,352 5,583,139
610 Water Impact Fee-Net Assets 4,831,767 5,119,767 1,967,500 833,000 6,254,267
620 Waste Water 5,340,263 2,268,496 4,669,764 4,402,486 2,535,774
Waste Water Impact Fee-Net
630 Assets 8,630,676 9,117,676 2,350,000 743,400 10,724,276
640 Solid Waste 4,466,552 2,052,152 2,445,430 3,158,886 1,338,696
Total Enterprise Funds 28,928,898 22,849,764 17,671,512 14,085,124 26,436,152
Internal Service Funds
710 Vehicle Maintenance Shop 93,072 51,751 604,330 592,999 63,082
Health-Medical Self-Insurance
720 Fund 97,522 113,042 2,622,000 2,606,500 128,542
Total Internal Service Funds 190,594 164,793 3,226,330 3,199,499 191,624
Permanent Funds
800 Cemetery Perpetual Care 522,468 527,768 20,000 16,000 531,768
Total Trust And Agenc Funds 522,468 527,768 20,000 16,000 531,768
•
Total All Funds 44,012,384 34,650,824 70,043,941 67,230,859 37,463,906
City Manager's Recommended Budget FY08 44 City of Bozeman,Montana
MILL LEVIES & MILL VALUES
FISCAL YEAR FY 03 FY 04 FY 05 FY06 FY07 *FY08 EST
MILL VALUE $ 46,055 $ 49,559 $ 52,985 $ 58,063 $ 63,249 $ 67,044
PERCENTAGE CHANGE - 7.6% 6.9% 9.6% 8.9% 6.0%
GENERAL FUND:
All-Purpose 106.78 108.43 111.48 111.39 110.57 100.12
SPECIAL REVENUE:
City Planning 2.00 2.00 2.00 2.00 2.00 2.00
Police Retirement 4.58 4.70 3.88 3.54 4.07 4.27
Firefighters'Retirement 3.52 2.10 1.87 1.71 2.68 2.81
Public Employees'Retirement 2.70 4.08 3.93 3.59 4.39 4.61
Comprehensive Insurance 3.92 4.01 3.78 3.45 4.45 4.67
Health/Med Insurance 13.45 21.77 24.73 23.21 22.91 22.55
Emergency Levy 2.00
Fire Truck/Equipment 6.00 6.00 6.00
Senior Transportation 1.00 1.00 1.00 1.00 1.00 1.00
TOTAL SPECIAL REVENUE 33.17 45.66 47.19 44.50 41.50 41.92
DEBT SERVICE:
Library G.O.Bonds 5.56 8.22 7.99 5.39 4.95 4.67
Transportation G.O. Bonds 8.70 1.00 5.33 6.98 6.40 6.87
TOTAL DEBT SERVICE 14.26 9.22 13.32 12.37 11.35 11.53
TOTAL ALL LEVIES 154.21 163.31 171.99 168.26 163.42 153.57
Percentage Change 5.9% 5.3% -2.2% -2.9% -6.0%
Property Taxes Levied $7,102,142 $8,093,480 $9,112,890 $9,769,893 $10,336,467 $10,296,098
Percentage Change 14.0% 12.6% 7.2% 5.8% -0.4%
* Tax Authority Authorized but Not Levied $ - $ - $ 174,189 $ - $ 737,484
11 Mills
911 Services
City Manager's Recommended Budget FY08 45 City of Bozeman,Montana
APPROPRIATIONS BY TYPE
All expenditures are classified under on
Appropriations by Type of five major categories: Salaries,
Debt Transfers iWages & Benefits, Operating Expense,
Service s% Personnel Capital, Debt Service, and Transfers.
30% The graph below shows the relative per-
centage of budgeted expenditures for
Capital these five major categories.
27%
Operating In governmental agencies, salaries,
34% wages and benefits normally represent
the largest of these categories.
However, due to the significant invest-
ment in infrastructure, cities have a much higher percentage of the budget devoted to operat-
ing costs than most other governmental agencies. Transportation projects are often included
under contracted services, which is an operating cost.
APPROPRIATIONS BY FUND
As shown, Enterprise Funds
and the General Fund ac- Appropriations by Fund
count for 52% of the total Internal
Trust
expenditures of the city. The Service
°�° General
General Fund is the city's 5%
Fund
primary operating account , • 29%
for general government op- Enterprise
erations. Enterprise funds 23%
consist of water, wastewater,
and solid waste funds; the
utility services we offer citi- Capital
zens. These funds operate Projects
Secial
on a self-supporting basis. 16°/° Debt Re Revenue
Service 23%
Special revenue funds, total- %
ing 23% of appropriations,
include a variety of tax supported funds including funds supporting major employer retirement
contributions, health insurance premiums, impact fees and liability insurance. Community de-
velopment block grant monies, the city's gas tax allocation, and street and tree maintenance
districts are also included.
Debt service, internal service, and trust and agency funds make up the remainder of the city's
appropriations.
City Managers Recommended Budget FY08 46 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 1.51% of the City's total market value, as established
each August by the Department of Revenue. (FY07 Total Market Value is $1.959 Billion.)
Our fiscal year 2007 valuation indicated a total debt limit of$29.5 million. As of June 30, 2007,
outstanding net general obligation debt will be equal to $5,335,000. The one general obliga-
tion loan payable, for the professional building, will be paid in full by the end of FY08. This
budget year proposes no new general obligation borrowing.
Recent Law Change:
In the recent Legislative session, SB245 was adopted that changes the statutory debt limit
from 1.51% to 2.5% of Market Value. This becomes effective July 1, 2007. This results in an
estimated Legal Debt Margin of$46.5 Million at the end of FY08.
Bond Rating:
The City's most recent bond rating was done in connection with the sale of the Library G.O.
bonds, Series #2 in 2003. Moody's rated that issue an "A2", in the "mid-range of the upper
medium grade". This is generally described as "strong, investment grade" credit by Moody's.
Revenue-backed Debt:
There remains no statutory cumulative limit on the amount of debt a city can issue that is
backed by the revenue streams of various operations, known as "Revenue Bonds". The city
plans to issue approximately$20 Million in revenue bonds for the construction of a new Waste
Water Treatment plant within the next three years.
Special District Debt:
There remains no statutory limit of the amount of debt a city can issue that is backed by as-
sessments from special improvement districts or special improvement lighting districts known
as "SID or SLID Bonds". Other Special District Debt is subject to specific limitations, as set
forth in statute. This budget does include the issuance of$4,800,000 in TIF Revenue Bonds
and $1,910,680 in Federal Grant Anticipation Notes for the construction of the Downtown Park-
ing Garage.
Legal Debt Limit—GO Estimated June 30, 2007 Budgeted June 30, 2008 1
Statutory G.O Debt Limit— $29,591,000 $51,913,500 estimated
2.5% as of July 1, 2007
Less: Outstanding GO ($5,835,000) ($5,340,000)
Bonds
Less: Loans Payable I ($80,000)1 -
Plus: Fund Balances Reserved
-
for Debt Payment
I Equals: Legal Debt Margin I $23,676,0001 $46,573,500
City Manager's Recommended Budget FY08 47 City of Bozeman,Montana
STAFFING SUMMARY
Authorized Authorized Authorized Authorized Recommended
FY 04 FY05 FY06 FY07 FY08
GENERAL GOVERNMENT
City Commission 4.00 4.00 2.10 2.10 2.10
City Manager 7.50 7.50 9.50 8.00 8.00
Municipal Court 6.00 6.00 6.00 6.00 7.00
City Attorney 6.00 6.00 6.00 6.00 6.00
Finance 16.00 16.00 16.00 17.50 17.50
Office of Planning&Community
Development 12.70 12.70 12.70 14.20 14.20
Zoning - - - - -
Building Maintenance 1,55 2.55 2.55 2.55 2.55
TOTAL GENERAL GOVERNMENT 53.75 54.75 54.85 56.35 57.35
PUBLIC SAFETY
Police Department 48.25 49.75 53.75 55.75 56.75
Fire Department 29.75 29.25 29.25 31.25 32.25
Building Inspection 10.55 15.05 15.05 16.55 16.55
Parking 2.75 2.75 2.75 3.75 3.75
911 -
- - - -
TOTAL PUBLIC SAFETY 91.30 96.80 100.80 107.30 109.30
PUBLIC SERVICES
Public Services Administration 7.15 8.15 7.15 8.15 8.15
Streets 13.62 13.62 13,62 15.62 15.62
Water Plant 9.27 9.27 9.27 9.56 9.56
Water Operations 14.12 14.12 14.62 14.62 15.62
Wastewater Operations 7.75 7.75 9.25 9.25 10.25
Wastewater Plant 14.87 14.87 14.87 15.42 16.24
Solid Waste Collection 10.74 11.74 11.74 12.24 14.24
Solid Waste Disposal/Recycling 7.66 7.66 7.66 6.82 3.00
Vehicle Maintenance 2.50 3.50 3.50 4.00 4.00
TOTAL PUBLIC SERVICES 87.68 90.68 91.68 95.68 96.68
PUBLIC WELFARE
Cemetery 5.25 5.75 5.25 5.50 6.00
Parks 11.95 11.95 11.95 12.45 12.95
Forestry 3.60 3.60 3.60 4.60 4.60
Library 19.66 20.66 19.66 19.66 20.66
Recreation 14.65 14.90 14.65 14.90 15.15
Community Development 1.00 1.00 1.00 1.00 1.00
TOTAL PUBLIC WELFARE 56.11 57.86 56.11 58.11 60.36
TOTAL ALL FUNDS 288.84 300.09 303.44 317.44 323.69
Increase from previous year - 11.25 3.35 14.00 6.25
City Manager's Recommended Budget FY08 48 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 XX.
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 75%
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
$19.2 Million for the budget year.
General Fund Revenue
$25,000,000 -
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0 1111
�000 ti000�yoo�`tioo�ti000 goo`pooh�yoo�yo�`le
1st 8 Years Actual - Last 2 Years Projected
The growth in general fund revenues, depicted in the graph above, reflects the following trends:
O The rapid growth in new construction and annexations over the last several years, which
increases property taxes collected; growth in taxable value has been estimated at 6.0% for
the current fiscal year, and will be based on the certified taxable value received in August
from the Department of Revenue.
a Increased court revenues, enhanced by an inter-local agreement to provide court services
for MSU police violations.
c Voted tax levy increases for Fire Equipment and Library Construction. Fire equipment levy
expired in FY06.
® Voted county-wide 911 levy and commitment to reduce city mills by an equivalent amount.
o Increased State Entitlement Share revenues.
CONSTRUCTION FUNDS
The City's construction funds account for the separate revenues required to fund various construction
projects. In FY07, the construction of the New Library substantially increased the amount of revenue the
city receives for construction projects. This fiscal year, the Parking Garage will have the same effect,
boosting construction fund revenues by approximately$9,000,000.
City Manager's Recommended Budget FY08 49 City of Bozeman,Montana
WATER FUND
Shown on the graph below are total water fund revenues, estimated at $6.2 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. Customer-base growth has been esti-
mate at 5%for the budget year, based on the trend of the past three years and the continued increase in
building permits that the city has issued. A 10% rate increase was adopted for FY06, and another 10%
rate increase in FY07 were planned to accumulated dollars for new plant construction, witch will be nec-
essary in an estimated 5-8 years. The City's recent rate study showed a net zero increase in required
rates for FY08.
Water Fund Operating Revenues
$7,000,000 -
!I °°!
$2,000,000 J
$1,000,000 —:
�0) `1.000�00`�C:r 000 ry0 rL00h,L0��,y00�,y000
1st 8 years Actual- Last 2 projected
Review of actual water usage indicates a rather effective water conservation effort in the community.
Population growth over the period from 2000 through 2004 averaged 3.5% annually for the community—
but water usage grew by an average of only 2.5% annually, as sited in the City's Water Facility Plan by
Allied/Peccia. We expect this conservation trend to continue in the budget year, with the possible adop-
tion of inclined-block rates. Rate increases for the past 20 years are shown on page XXX.
WASTEWATER FUND
Revenues in the Wastewater Fund have, in general, been increasing over the past 10 years, and are
estimated at $4.6 Million for the budget year. This is due to increases in the customer base and in-
creases attributable to the rate changes that were necessary in order to restore the financial position of
the wastewater fund caused by the solvent site pollution remediation. For fiscal year 2005, the sur-
charge for the solvent site was eliminated, which effectively lowered rates.
Wastewater Fund Operating Revenues
$5,000,000 -
$4,000,000 iI i
$3,000,000 — 1T •.
I �$2,000,000 —
$1,000,000 —
6
—
$0o, o'` otiob oo,, 00oo o o o o o 0q, yyiyy1
1st 8 Years Actual -Last 2 Projected
City Manager's Recommended Budget FY08 50 City of Bozeman,Montana
We estimate our customer-base (new accounts) to grow by 5% in the budget year and have based our
estimate on recent historical information for the fund and the fact that our building permit department
continues to see strong applications for new permits within the city.
In response to the impending construction of a new plant facility, a 15% rate increase was adopted for
FY06 and another 10% increase in wastewater rates in FY07. These rate increases are being dedi-
cated to the construction of the new Wastewater Plant. The City's recent rate study shows 5% net rate
increase for customers in FY08, with some restructuring of rate classes. Wastewater rate increases for
the past 20 years are shown in the schedule on page XXX.
SOLID WASTE FUND
During fiscal year 2006, the Commission discussed how the City would continue solid waste disposal
services as our Landfill was nearing its capacity.
In a measure to reserve the remaining cell space for residential use only, the Commission closed the
landfill to tipping by commercial customers and non-city residents and to any construction and demoli-
tion waste. In addition, hours of operation were to be cut in order to "break-even" with the new limited
revenue/trash stream. This significantly decreased revenue coming into the Solid Waste Fund, and
reversed our six-year increasing revenue trend.
City Collection customers saw an 18% rate increase to cover the hauling costs and tipping fees at the
County Landfill, more than 20 miles away.
For fiscal year 2008, we have estimated Solid Waste Revenues with no remaining capacity and the
landfill being capped and closed. We will continue to provide curb-side garbage collection services.
The city will operate a convenience station and household hazardous waste facility for up to 12 months
of the fiscal year, at which time it will be taken over by the Solid Waste District. In addition, a new curb-
side recycling plan is being planned that would be funded by a monthly user fee.
Solid waste fund revenues, including curbside recycling fees and convenience station revenues for the
year, are estimated at$2,445,430.
Solid Waste Fund Operating Revenues
$4,500,000 -
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000 - um -
$1,000,000 - - IM -
$500,000 —
$0 t , , I , I I I ,
�g0g /2 92 OO SOON �OO�' �D12 12
�b0y (12 (12 ryO4 ti00�
1st 8 Years Actual-Last 2 Years Projected
City Manager's Recommended Budget FY08 51 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
General Fund
Property Taxes 6,461,946 7,043,442 6,762,445
Gallatin County Option 1,011,031 1,000,000 1,100,000
Business Licenses 249,940 240,500 243,500
Permits 23,828 20,250 35,750
Grants 469,144 - -
County Shared 433,440 440,000 454,100
State Shared 3,601,201 3,881,293 3,994,248
General Government 1,137,965 1,109,248 1,230,255
Public Safety 137,117 142,100 140,600
Public Welfare 614,350 519,185 615,185
Library Fines 47,853 40,000 40,000
Police Court Fines 1,039,775 1,176,500 1,341,500
Weed Mowing Fines -
Parking Fines 45,025 100,000 80,000
Animal Control Fines 23,265 15,000 20,000
Snow Removal Fines 881 15,000 1,000
Miscellaneous Fines 135 - -
Interest Income 76,137 70,000 70,000
Admin Reimbursement -
Cash Over/Short (106) -
Donations - 2,000 2,000
Miscellaneous Revenue 10,438 110,000 110,000
Refunds&Reimburse-
ments 9,693 8,000 8,000
Rents and Royalties 13,091 5,000 5,000
Sales 17,359 10,000 10,000
Street&Alley Vacation 400 500 500
Transfers 2,451,896 2,809,580 2,991,074
Proceeds-Asset Disposi-
tion - - -
Compensation for Loss - - -
Total General Fund 17,875.804 18.757.598 19,255,157
Special Revenue Funds
100-Planning Fund
Property Taxes 112,590 126,498 134,088
Grants 5,500 5,500 -
County Shared 17,539 18,000 18,000
State Shared 57,077 55,600 62,800
General Government 354,674 450,000 447,350
Interest Income 6,118 5,000 4,950
Refunds&Reimburse-
ments 5,416 - 5,000
Transfers 356,068 245,000 245,000
100-Totals 914.982 905.598 I 917,188
City Manager's Recommended Budget FY08 52 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
103-Health-Medical Insurance
Property Taxes 1,341,463 1,449,000 1,511,842
County Shared 6,983 -
103-Totals 1.348,446 I 1.449.000 I 1.511,842
104-Liability Insurance
Property Taxes 201,196 281,458 313,263
County Shared 1,039 -
State Shared 72,506 74,000 75.504
104-Totals 274,741 I 355.458 I 388.767
105-PERS Fund
Property Taxes 208,588 277,663 309,039
State Shared 74,533 75,383 76,890
105-Totals 283,121 I 353,046 I 385.929
106-Police Pension Fund
Property Taxes 207,092 257,423 286,513
State Shared 116,089 119,146 121,529
106-Totals 323.181 376.569 408,042
107-Firemans Pension Fund
Property Taxes 100,349 169,507 188,662
State Shared 66,879 90.000 91,833
107-Totals 167.228 I 259,507 I 280,495
108-Community Transportation
Grants 90,349
Transfers 740 30,515 30`515
108-Totals 91,089 I 30,515 I 30,515
109-Highway Safety Improvement Projects
Interest Income 673 - -
109-Totals 673 I - I -
110-Gas Tax
State Shared 568,869 568,000 583,750
Interest Income 4,849 - 5.000
110-Totals 573,718 I 568,000 I 588,750
111-Street Maintenance
Penalty&Interest 2,907 -
Permits 17,977 15,000 20,000
State Shared 653 -
Public Service 1,510,485 1,674,194 1,828,220
Interest Income 13,345 10,000 10,000
Miscellaneous Revenue (805)
Refunds&Reimbursements 7,390
Proceeds-Asset Disposition -
111 -Totals 1.551.952 1 1,699.194 I 1.858.220
112-Tree Maintenance
Penalty&Interest 711
State Shared 752
Public Service 311,135 342,432 356,129
Interest Income 5,658 5,000 5,000
Refunds&Reimbursements 5,288
Sales - 10,000 10,000
Proceeds-Asset Disposition 2,281
112-Totals 325,825 I 357,432 I 371.129
City Manager's Recommended Budget FY08 53 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
113-Fire Impact Fee
Public Safety 256,721 250,000 301,600
Interest Income 65,569 40,000 40,000
Admin Reimbursment 636
113-Totals 322,926 290,000 I 341,600
114-Street Impact Fee
Public Service 1,950,975 2,300,000 2,392,000
Interest Income 256,142 150,000 80,000
Admin Reimbursement 4,259
114-Totals 2,211,376 I 2,450,000 I 2,472,000
115-Building Inspection Fund
Permits 1,298,375 1,010,860 1,010,860
State Shared 55,419 -
General Government 4,180 4,000 4,000
Public Safety 30,256 10,000 10,000
Refunds&Reimbursements 4,440 - -
Interest Income 29,888 25,000 25,000
115-Totals 1,422,558 1,049,860 1,049,860
116-TIFD Downtown Improvement
Property Taxes 459,196 495,000 520,000
State Shared 34,620 34,620 34,620
Interest Income 20,175 2,000 2,000
116-Totals 513.991 I 531,620 I 556.620
117-CDBG Block Grants
Intergovernmental Revenue 490,000 - -
State Shared - - -
Interest Income - - -
117-Totals 490,000 - -
119-Economic Development Loan
Interest Income 11,848 7,500 1,000
Loan Principal 185,173 175,000 175,000
Loan Interest 50,972 40,000 40,000
Penalty
Refunds&Reimbursement
119-Totals 247,993 I 222.500 I 216.000
120-Community Housing Fund
Transfer In(from Gfund) 58,000 126,500 134,088
Interest Income 1,713 1,000
Loan Principal 5,000 3,500 5,000
120-Totals 64.713 I 130,000 140.088
121 -Housing Revolving Loan
Interest Income 3,607 500 2,500
Loan Principal 4,161 8,000 8,000
Loan Interest 1,032 -
121 -Totals 8.800 I 8.500 10,500
125-Drug Forfeiture Fund
Grants 139,470 98,000 98,000
Police Court Fines 33,005 50,000 56,000
Miscellaneous Revenue 10,477 5,000 10,000
125-Totals 182,952 153,000 I 164.000
City Manager's Recommended Budget FY08 54 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
126-Neighborhood Parking District
Permits 17,676 15,250 16,000
Residential Fines 41,760 57,000 57,000
Interest Income 2,333 1,500 1,500
126-Totals 61,769 I 73,750 74,500 I
127-Downtown Parking Fund
Permits 42,966 28,000 35,000
District Fines 50,489 135,000 140,000
Interest Income 7,914 5,000 5,000
Pay In Lieu 45,000 -
127-Totals 146,369 I 168.000 I 180,000
128-Fish Wildlife&Park Mgmt
Rents and Royalties 5,765 5,000 5,000
128-Totals 5,765 5,000 I 5,000
129-Special Projects Fund
Transfers In/Other 23,887 - 1,680,000
Interest Income 24,828 20,000 -
129-Totals 48,715 I 20.000 I 1,680.000
130-Americans with Disability
From other Funds 35,000 - -
130-Totals 35,000 I - I -
131 -Beautification of Bozeman
Donations 1,975 - -
Interest Income 52 - -
131 -Totals 2,027 I - I -
133-Recreation Special Revenue
Interest Income 1,094 500 500
Donations 855 500 500
133-Totals 1.949 I 1,000 1.000
135-Cemetery Special Revenue
Interest Income 63 - -
Donations - - -
135-Totals 63 - I -
136-Park Special Revenue
Interest Income 365 -
Donations 6,732 5,000 5,000
136-Totals 7,097 I 5,000 I 5.000
137-Library Special Revenue
Grants 1,464 - -
Interest Income 1,822 1,200 200
Donations 5,281 5,000 5,000
Refunds&Reimbursements - -
137-Totals 8,567 6,200 I 5.200 I
139-Police Special Revenue
State Revenue 15,974 -
Public Safety 5,005 5,000 5,000
Interest Income 1,544 1,000 2,500
Donations 4,611 2,000 4,000
Miscellaneous Revenue - - -
Transfers 100,000 100,000 100,000
Federal Grants 49,998
139-Totals 177.132 I 108,000 I 111.500 I
City Manager's Recommended Budget FY08 55 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
140-Police Domestic Violence
Grants 177,752 175,000 30,113
Refunds&Reimbursements
Transfers
140-Totals 177.752 175,000 I 30.113
144-TIF NE Urban Renewal District
Property Taxes - - -
Refunds&Reimbursements
Transfers
144-Totals
146-Lighting Districts
Special Assessments 180,513 170,000 170,000
Interest Income - -
146-Totals 180.513 I 170.000 I 170.000
174-Victim/Witness Advocate
Police Court Fines 60,856 45,000 55,000
Interest Income 4,614 3,000 3.000
174-Totals 65,470 I 48,000 I 58.000
175-Senior Transportation
Property Taxes 57,903 63,250 67,044
State Shared 300
Interest Income 440
175-Totals 58,643 I 63,250 I 67,044
176-BID Downtown Improv Dist
Assessments 63,867 104,000 104,000
176-Totals 63,867 104,000 I 104.000
179-Disaster Relief
Property Taxes 529 -
Interest Income 2,620 2,000 2,000
179-Totals 3.149 I 2.000 I 2.000
180-Senior High Parking District
Permits 3,530 3,250 3,250
Residential Fines 3,669 4,500 4,500
Interest Income 557 350 350
180-Totals 7,756 I 8,100 I 8100
183-Fire Dept Special Revenue
Grants 69,617 - -
Transfers - - -
183-Totals 69,617 - I -
184-Parks Master Plan Development
Transfers 100,000 150,000 150,000
184-Totals 100,000 I 150,000 I 150.000
185-Insurance Proceeds
Transfers In - -
Interest Income 8,163 6,000 6.000
185-Totals 8.163 6.000 I 6.000
City Manager's Recommended Budget FY08 56 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
186-Development Impacts
Transfers In - -
Interest Income 23,406 17,500 20,000
Donations - 375,000 200,000
186-Totals 23,406 I 392,500 I 220,000
187-Fire Dept Equipment
Property Taxes 345,882 50,000 5,000
State Shared 1,805 - -
Interest Income 2,129 750 7,000
187-Totals 349,816 50,750 i 12,000
188-City/County Joint Drug Forfeiture
Fines 116,192 50,000 75,000
Interest Income 4,131 - 5,000
188-Totals 120,323 I 50,000 I 80.000
850-Cash in Lieu of Parkland
Cash in Lieu of Parkland 71,272 - -
Interest Income 1,212 - -
850-Totals 72.484 I - I -
Total Special Revenue Funds 13.115.677 I 12,796,349 I 14.661,002
Debt Service Funds
300-SID Revolving Fund
Personal Property
Miscellaneous
General Government
Interest Income 37,410 30,000 30,000
Transfers 106,656 - -
300-Totals 144,066 I 30.000 I 30,000
301 -Bond S&I Library
Property Taxes 316,294 313,000 313,000
County Shared 1,621
Miscellaneous
Interest Income 8,649
301 -Totals 326,564 313,000 I 313,000 I
302-Bond S&11995 Trans Proj
Property Taxes 398,050 405,100 460,440
Personal Property
Miscellaneous
County Shared 2,100
State Shared
Interest Income
Proceeds-Long-Term Debt
302-Totals 400,150 405,100 I 460.440
310-444-SID Funds
Special Assessments 1,472,062 1,750,000 1,500,000
Interest Income 28,082
Miscellaneous Revenue 28,574
Transfers
310-444 Totals 1,528,718 I 1.750.000 I 1.500.000 I
Total Debt Service Funds 2.399,498 I 2,498,100 I 2,303.440 I
City Manager's Recommended Budget FY08 57 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
Construction Funds
504-557-Construction Funds
Grants 211,131 3,081,200 4,235,680
Interest Income 185,130 - 130,000
Donations 3,226,785 2,575,000 545,000
Other Financing Sources 16,184,993 4,622,065 7,995,820
Total Construction Funds 19,808,039 10,278,265 12,906,500
Enterprise Funds
600-Water
Grants 1,622,312 100,000 100,000
State Shared 1,131 - -
Utility Charges 4,834,165 4,788,694 5,690,818
Interest Income 193,015 100,000 100,000
Miscellaneous Revenue 299,251 307,000 307,000
Refunds&Reimbursements 12,497 1,000 1,000
Rents and Royalties 37,543 40,000 40,000
Cash in Lieu of Water Rights 267,654 - -
Transfers from Other Funds 1,355,498 - -
Proceeds-Principal Payments
Rec'd -
600-Totals 8.623,066 5,336,694 6,238 818
610-Water Impact Fee
Utilities&Enterprise 1,655,823 1,675,000 1,842,500
Interest Income 131,162 75,000 125,000
Admin Reimbursement 2,837 -
610-Totals 1,789,822 1.750.000 1.967.500
620-Waste Water
Grants
State Shared 1,099
Utility Charges 3,734,611 3,912,000 4,453,764
Interest Income 181,746 100,000 100,000
Miscellaneous Revenue 106,253 81,000 81,000
Refunds&Reimbursements 50,296 35,000 35,000
Rents and Royalties
Proceeds-Asset Disposal
620-Totals 4,074.005 4,128.000 4.669,764
621 -EPA Grant
Grants - - -
Transfers 355,682 - -
621 -Totals 355,682 - -
630-Waste Water Impact Fee
Utility Charges 2,055,366 2,100,000 2,100,000
Interest Income 298,412 175,000 250,000
Admin Reimbursement 3,522
630-Totals 2,357.300 2,275.000 2,350,000
City Manager's Recommended Budget FY08 58 City of Bozeman,Montana
Overview of Revenue and Other Financing Sources
FY 06 FY07 FY08
Actual Budgeted Estimated
640-Solid Waste
Recycling Revenue 126,283 114,000 446,677
Collection Route Assessments 1,470,248 1,577,954 1,665,309
Tipping Fees 700,637 1,072,200 -
Interest Income 236,963 175,000 50,000
Commercial Roll-Off Container
Revenue 39,642 200,000 273,444
Miscellaneous Revenue 8,490 2,000 -
Rents and Royalties 1,000 5,000
Proceeds-Asset Disposition - - 10,000
640-Totals 2,583,263 3,146,154 I 2,445,430
Total Enterprise Funds 19,783,138 I 16,635.848 I 17.671.512
Internal Service Funds
710-Vehicle Maintenance
State Shared 138 - -
General Government 428,398 563,008 604,330
Interest Income 3,313 - -
Proceeds-Asset Disposition 2,455
710-Totals 434,304 I 563.008 I 604,330
720-Health-Medical Insurance
Premium Revenue 2,591,782 2,521,020 2,622,000
Interest Income - - -
Refunds&Reimbursements 404 - -
720-Totals 2,592,186 2,521,020 I 2.622,000
Total Internal Service Funds 3,026,490 3,084.028 I 3.226.330
Permanent Funds
800-Cemetery Perpetual Care
Public Welfare 6,148 5,300 4,000
Interest Income 19,334 16,000 16,000
Total Permanent Funds 25,482 I 21,300 I 20,000
I
I
Total All Funds 76,034,128 I 64,071.488 I 70.043.941
City Manager's Recommended Budget FY08 59 City of Bozeman,Montana
Overview of Expenditures and Other Financing Uses
FY 06 FY07 FY08
Actual Budgeted Estimated
General Fund
Personnel&Benefits 10,994,483 10,996,67 11,822,19*
Operations 4,769,27 6,904,47 6,138,753
Capital 909,26 395,18 549,58•
Debt Service 84,572 162,05 82,111
Transfers 1,947,40 652,01 659,60
Total General Fund I 18,705,0031 19.110.4071 19 252 255
lS ecial Revenue Funds I _ _ __I
'100-Planning Fund
Personnel&Benefits 617,08 782,401 803,17;
Operations 229,76 343,602 239,191
Capital 7,11 25,000 83,00
Transfers
100-Totals I 853,9771 1,151.0031 1,125,367
101 -Historic Preservation
Personnel&Benefits
Operations
101 -Totals I 4 -
103-Health-Medical Insurance
Transfers 1.324,359 1,449,00 1,511,842
103-Totals I 1.324.3501 1,449.0001 1,511,842
104-Liability Insurance
Transfers 274,0241355.458 388,787
104-Totals 274,0241 355,458 388 787
105-PERS Fund
Transfers 283,3N 353.04~ 385,92
105-Totals I 2833831 353.04. 385 929
106-Police Pension Fund
Transfers 332,146 376.56• 408,04
106-Totals I 332.1461 376,5691 408,042
107-Firemans Pension Fund
Transfers 218,658 250,507 280,495
107-Totals I 218.6581 259.507 280 495
108-Community Transportation
Personnel&Benefits -
Operations 46,563 30,51 30,51
Capital -
108-Totals I 46.5631 30.51- 30 515
109-Highway Safety Improvement Projects
Operations 18,1001 19,00
109-Totals I -I 18.1001 19 000
110-Gas Tax
Operations 186,444 180,500 180,50
Capital 375,540 430,009 430,000
110-Totals I 561.9841 610,5001 610,500 •
City Manager's Recommended Budget FY08 60 City of Bozeman,Montana
Overview of Expenditures and Other Financing Uses
FY 06 FY07 FY08
Actual Budgeted Estimated
111-Street Maintenance
Personnel&Benefits 792,814 949,22 1,026,30
Operations 511,186 735,54 780,77'
Capital 2,4§,o91 147,758 271,008
111 -Totals I 1,356.4891 1,832.51 2 078 086
112-Tree Maintenance
Personnel&Benefits 199,452 231,608 233,62
Operations 56,717 93,671 92,478
Capital 30,597 126,008 27,008
112-Totals I 286,7661 451,27 I 353 097
i
1113-Fire Impact Fee
Operations
Capital 34,972 500,gpI 1,813 000
113-Totals 34.9721 500.001 1 813 000
114-Street Impact Fee
Operations
Capital 39,020 5,700,000 1,460,00
Transfers 9,474,9p4
1114-Totals I 9.513,9741 5,700.0001 1 460 000
115-Building Inspection Fund
I Personnel&Benefits 878,594 903,00 1,052,04
Operations 240,191 246,881 319,24
I Capital 93,511 86,098 86 008
115-Totals I 1.212,296 1-235.88 1 457 289
116-TIFD Downtown Improvement
Operations 75,105 495,008 520,008
I Transfers 39p\0W
116-Totals I 935,1051 495 0001 520,000
1117-CDBG Block Grants
Operations 490,000 -
117-Totals I 490,0001
1
118-HOME Grants
Operations 422,761
'118-Totals I 422,7611 -1 -
119-Economic Development Loan
Operations 313,818 111,0p, 111,008
119-Totals I 313.8181 111,000 111 000
1
120-Community Housing Fund
Operations 30.00j} 200,00p 134,08:'
120-Totals 30,0001 200,000 134 088
121 -Housing Revolving Loan
Operations 26,39 14,408 14 408
121 -Totals I 26,3501 14,4001 14 400
125-Drug Forfeiture Fund
Personnel&Benefits 179,598 207,180 154,95
Operations 5,579 9,515 9,51
125-Totals I 185.1771 216.6951 164,471
City Manager's Recommended Budget FY08 61 City of Bozeman,Montana
Overview of Expenditures and Other Financing Uses
FY 06 FY07 FY08
Actual Budgeted Estimated
126-Neighborhood Parking District
Personnel&Benefits 42,767 42,34 42,347
Operations 12,871 21,60 26,705
126-Totals 55,6381 63.95 69 052
127-Downtown Parking Fund
Personnel&Benefits 72,83E 109,763 143,42~
Operations 23,070 69,490 55,891
Capital 270,0QQ - 70,00a
127-Totals I 365.906 179.2531 269 31.
128-Fish Wildlife&Park Mgmt
Operations 38 17,00 17,000
128-Totals I 38G 17.0QQf 17,000
129-Special Projects Fund
Operations 740,26( 2,000,000
129-Totals I 740.2501 2 000 000
130-Americans with Disability
Operations 2,769 32,00 32,00
Capital
130-Totals I 2,7691 32,0001 32,000
131-Beautification of Bozeman
Operations 2\1,38 -
131 -Totals I 2.1341
133-Recreation Special Revenue
Operations - 31,00 1,50
133-Totals I -1 31.00 1,500
135-Cemetery Special Revenue
, i Operations 1 -
135-Totals I -I 1.0001
136-Park Special Revenue
Operations 2,628 27,00(13,00
Capital 17,86
136-Totals I 20.4 31 27.0001 3 000
137-Library Special Revenue
Operations 1,15 1 1,50
Transfers 52,3
137-Totals 1 53,5 ( -I 1 500
138-Law&Justice Center
Operations 19,1,2,,5 20,00 20,00
138-Totals I 19.1251 20,00 20 000
139-Police Special Revenue
Personnel&Benefits 84,271 127,08 79,992
Operating 41,037 13,93 18,73
Transfers 17,12
139-Totals I 142,4 61 141,02• 98 727
140-Police Domestic Violence
Operating 177`751 210,271 187,25
140-Totals I 177.7511 210.2711 187,255
146-Lighting Districts
Operating 181,83,9 150,00 150,00
146-Totals I 181,8391 150.0 01 150,000
City Manager's Recommended Budget FY08 62 City of Bozeman,Montana
Overview of Expenditures and Other Financing Uses
FY 06 FY07 FY08
Actual Budgeted Estimated
174-Victim/Witness Advocate
Operating 15,09,j 52,00Q 52,000
174-Totals 15.09$ 52.0001 52 000
175-Senior Transportation
Operating 58,000 63,25 67,0
175-Totals I 58.0001 63.2501 67 044
176-BID Downtown Improv Dist
Operating 62,74;. 104.00. 104 001
176-Totals I 62.7421 104,000 104 000
180-Senior High Parking District
Personnel&Benefits 5,449 11,75: 11,19:
Operating 2,1, 5 1,77, 1,775
180-Totals I 7.6341 13.531 12 973
183-Fire Dept Special Revenue
Operating 70,078
Capital -
183-Totals 1 70.0781 -1 -
184-Parks Master Plan Development
Capital 19,108 150,0001 150 00
184-Totals I 19,1081 150.0001 150 000
185-Insurance Proceeds
Operating -I 232,00. 232,00.
185-Totals I -I 232,000 232 000
186-Development Impacts
Operating 41,0 . 1.029,4281 922,00
186-Totals I 41.0861 1.029.4281 922,000
187-Fire Dept Equipment
Operating -
Capital 300\0po, -
187-Totals I -I 300.0001
188-City/County Joint Drug Forfeiture
Operating 5,000 21A9661 230,00
188-Totals I 5.0001 210.9661 230,000
850-Cash in Lieu of Parkland
Transfers 272,O,OQ i -
850-Totals I 272.0001 .1 -
1 1
Total Special Revenue Funds I 20.275.5341 19.128,9911 17,485,275
1343t Service Funds I
300-SID Revolving Fund -
Capital -
Transfers -
300-Totals I
301 -Bond S&I Library
Debt Service 313,125 313\1? 312,76
301-Totals I 313,1251 313.9261 312,766
City Manager's Recommended Budget FY08 63 City of Bozeman,Montana
I I
Overview of Expenditures and Other Financing Uses
FY 06 FY07 � FY08
Actual Budgeted Estimated
600-Water
Personnel&Benefits 1,324,332 1,445,545 1,473,191
Operating 1,552,698 1,638,27 2,064,204
Capital 2,710,10E 1,737,500 1,317,000
Debt Service 421,551 497,33 92,957
Transfers -
600-Totals I 6.008,6891 5,318.6611 4,947,352
610-Water Impact Fee
Operating 33,116 -
Capital 26,453 1,000,00 833,000
Transfers 1,483,110 -
510-Totals I 1.542,6791 1,000.000 833,000
620-Waste Water
Personnel&Benefits 1,272,543 1,398,820 1,468,914
Operating 1,361,359 1,598,822 1,673,572
Capital 784,273 2,816,125 1,260,000
Debt Service - -
Transfers 355,683 -
620-Totals 3.773,8581 5 813.7671 4,402,486
621 -EPA Grant
Operating - -
Capital 404,413 1 -
621 -Totals I 404,4131 -I -
630-Waste Water Impact Fee
Operating 41,107 -
Capital - 1,326,001 743,400
Transfers 157,00 -
630-Totals 198.1071 1,326.000 743,400
1
640-Solid Waste
Personnel&Benefits 1,006,204 1,181,66 801,197
Operating 1,549,165 3,202,87 1,659,689
Capital 626,93E 180,00 1,158,000
Debt Service -
Transfers 1,500,000
640-Totals I 4.682,3071 4,564,533 3,618,886
1
Total Enterprise Funds 16.610.0531 18.022.961 14,545,124
City Manager's Recommended Budget FY08 64 City of Bozeman,Montana
Overview of Expenditures and Other Financing Uses
I FY 06 FY07 FY08
I Actual Budgeted Estimated
Internal Service Funds
710-Vehicle Maintenance
Personnel&Benefits 162,645 238,73 241,245
Operating 290,505 352,591 329,754
Capital 13,203 13,00 22,000
710-Totals I 466,3571 604,3291 592,999
720-Health-Medical Insurance
Operating 2,545,289 2,505,500 2,606,500
720-Totals I 2.545,2891 2,505,5001 2,606,500
Total internal Service Funds I 3,011.6461 3,109,8291 3.199,499
Permanent Funds
00-Cemetery Perpetual Care
Transfers 19.334 16,0001 16,000
otal Permanent Funds 19,334 16,0001 16,000
otal All Funds 77.648,3801 71,540,020 67.230.859
City Manager's Recommended Budget FY08 65 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 $19.2M for
this fiscal year.
General Fund Expenditures
25,000000 l
20,000,000
15,000,000
10,000,000
5,000,000
2000 2001 2002 2003 2004 2005 2006 2007 2008
The increase in expenditure levels of the general fund can be tied to the growth trend of our community.
With this increase in property and population, there is a need for additional general fund services. We
have increased expenditures on police and fire services. Expenditures on Library Services increased
significantly in 2007 due to the operations of the new Library facility, and the debt service payment nec-
essary for the project. For FY08 we are decreasing expenditures on 911 Dispatch services by over
$700,000, due to the assumption of this program by the county.
WATER FUND
As the chart below depicts, the trend in the Water Fund shows the result of sporadic large improvement
projects being undertaken in FY2004 through FY2008. In 2004, we began design and construction on
Water Fund Expenditures
10,000,000 -
8,000,000
6,000,000
4,000,000
2,000,000
2000 2001 2002 2003 2004 2005 2006 2007 2008
City Manager's Recommended Budget FY08 66 City of Bozeman,Montana
the Hyalite Transmission Main, which greatly improved service for the City's water supply from Hyalite
reservoir. That project was completed in FY2006. FY2008 expenditures total roughly$4.9 Million, and
anticipates spending on the preliminary design and testing necessary for a 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 5-7 years.
WASTEWATER FUND
The Wastewater Fund has also spent substantial dollars on capital improvements over the past 5 years.
The City received a multi-million dollar EPA Grant award that required matching dollars from our rate-
payers. This grant funded some major improvements to our Wastewater Treatment Plant and Collection
System, and was fully utilized by the end of the FY2005 year.
As a result of our most recent Wastewater Facility Study, the city plans to immediately embark on the
design and construction of a new BNR Wastewater Treatment Plant. In FY2007, approximately$4 mil-
lion was budgeted to be spent for that project. In the coming 3-4 years,we expect to spend a total of
over$33 million on the new plant. FY2008 expenditures total $4.4 Million.
Wastewater Fund Expenditures
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000
i
2000 2001 2002 2003 2004 2005 2006 2007 2008
SOLID WASTE
Expenditures in the Solid Waste Fund have increased significantly in the recent years 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 FY2008 budget includes the cap and closure costs on the City's existing landfill cell, the
operation of a convenience station/household hazardous waste facility, and curbside recycling, in addi-
tion to our regular garbage collection routes. Expenditures are estimated to total $3.1 Million.
Solid Waste Fund Expenditures
6,000,000 - -.---
4,000,000
2,000,000 -
IIITIi1TITTITITIH
2000 2001 2002 2003 2004 2005 2006 2007 2008
City Manager's Recommended Budget FY08 67 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 been able to maintain its general fund balance at relatively sta-
ble levels in past years. Declines in the fund balance during FY 95 and FY 96 were planned reductions.
Increases in fund balance in FY98, 02, and 05 occurred as the result of unexpected revenues. The rela-
tively sharp decline in FY 03 resulted from the use of$1.3 million in reserves to purchase the Story Man-
sion. The decline in FY07 is attributed to the City's share of the purchase of the Lamme Library property
for$1 Million. This FY08 budget has an ending Unreserved General Fund Balance of$2.8 million.
General Fund - Unreserved
Fund Balance
$3,500,000 -
$3,000,000 r--.
$2,500,000 III . El . . . ■ I
$2,000,000 1111 101 111 1111 . . ■„ .
$1,500,000 III . MI III III III . 1111$1,000,000 1111 1111 IN ■ IN 111 III
$500,000
$0 - ,
I , , ' r
OP O" O`0' O`b Off` OF c§3 4C\ O`b
I,, IO �O n, q, �O rL0 (1, 10 Al
1st 8 Years Actual -Last 2 Years Projected
The graph on the next page shows the unreserved general fund balance in relation to the annual reve-
nue of the fund. The decline in fiscal years 2000 & 2001 were due to the inclusion of expenditures for
employee benefits (health insurance and employee retirement funds) in the general fund. These were
previously expended out of special revenue funds. The decline in FY 03 was the result of the acquisition
of the Story Mansion. Again, the decline in FY07 is attributed to the purchase of the Old Library prop-
erty. We anticipate that FY08 will end with the Unreserved General Fund Balance at approx 15.85% of
City Manager's Recommended Budget FY08 68 City of Bozeman,Montana
operating revenues (specifically, excluding the state's contribution for retirement of$1,400,000.)
Unreserved General Fund Balance
as a % of Revenues
30% -
20
10% - j I
—
0% r
00 O� q, 0 Off` O� Occ. OA RD
�O rO rO 'O (O qO r, �O fO
1st 8 Years Actual - Last 2 Years Projected
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. FY07's reduction in working capital is the result of the planned purchase of the
Cardinal Distributing Property for a Shops Complex location.
Water Fund - Working Capital
$7,000,000 -
$6,000,000
$5,000,000
$4,000,000 -
$3,000,000
$2,000,000
$1,000,000 H
$0 I I I I 1 1 t
$1,000,000 000 �o N �oo�y �oCC) �ooP` 19E) 19o� 19
o,� 19ob
1st 8 Years Actual -Last 2 Years Projected
WASTEWATER FUND
As seen by the graph of the wastewater fund on the next page, the fund's working capital balance has
been steadily growing over the past 10 years. The large increase in FY 00 results from both the settle-
ment with Jewel Foods and the effect of the surcharge. The large balance continues into FY 01 to pro-
vide needed matching funds for a $5 million federal grant. The reduction in FY 03 reflects expenditures
associated with the federal grant. Like the Water Fund, FY07's reduction in working capital is the result
of the planned purchase of the Cardinal Distributing Property for a Shops Complex location. The FY08
reduction is for the design costs of the new Wastewater Treatment Facility, which will be constructed
within the next 3-5 years.
City Manager's Recommended Budget FY08 69 City of Bozeman,Montana
Wastewater Fund - Working Capital
$6,000,000 -
$jo,00,000 -I
$1,000,000 -, ,
$0 i
�000
rt,
�ooti r,000 goo°` �yo �yooCO X001 �yo�
1st 8 Years Actual -Last 2 Projected
SOLID WASTE FUND
The graph of the solid waste fund working capital shows a very low balance in fiscal year 99, 00, and 01.
This resulted from the installation costs of a liner for the existing landfill,for a cost of approximately$2
million. The steady increases in FY 02 through FY 05 resulted from the large increase in 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. The FY08 budget anticipates closing and capping the Landfill, operating a convenience sta-
tion, and beginning a curbside recycling program, in addition to the current garbage collection services.
The new recycling program will require investments in a new recycling truck and bins for customers.
Solid Waste Fund -Working Capital
$6,000,000 -
$5,000,000
$4,000,000 –
$3,000,000 — ;--
$2,000,000
$1,000,000 I
$0 111111111f ; 1
���C \fL000 OO �c9f ()51b rye ���D tic qo�'` Ooo`b
1st 8 Years Actual-Last 2 Years Projected
City Manager's Recommended Budget FY08 70 City of Bozeman,Montana
GENERAL GOVERNMENT INDEX
CITY COMMISSION PAGE 73
CITY MANAGER 77
MUNICIPAL COURT 83
CITY ATTORNEY 88
FINANCE 94
PLANNING 100
FACILITIES MANAGEMENT 106
City Manager's Recommended Budget FY08 71 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. The Mayor is the member of the Commission who received the highest number
of votes in the regular municipal election.
Responsibilities of the Commission include: establishment of policies governing the operation
of the City, enactment of ordinances and resolutions, adoption of the annual operating budget,
levying of taxes, and appointment of members to citizen advisory boards and commissions.
The Commission employs a City Manager and is responsible for the oversight and evaluation
of the Manager's performance as the chief administrative officer of the City.
Beginning in Fiscal Year 2006, the budget oversight and supervision of 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.
City Manager's Recommended Budget FY08 73 City of Bozeman,Montana
BOZEMAN CITY COMMISSION
FY08 ANTICIPATED ACCOMPLISHMENTS
• Through its endorsement of the comprehensive Capital Improvements Pro-
gram document, and previous adoptions of the updated facilities plans for
water and sewer, the Greater Bozeman Area Transportation Plan 2001 Up-
date, the Bozeman 2020 Community Plan, the Unified Development Ordi-
nance, as well as the continued efforts to protect the City's water rights and
reservations, the City Commission has set the stage for infrastructure-based
growth decisions, allowing the community to proceed with development in a
an organized and funded manner. It is anticipated the community will con-
tinue to see both infill growth and expansion of the city limits during the up-
coming year.
• Increased public participation in City meetings and discussions through dis-
semination of official actions through televised broadcast of weekly Commis-
sion meetings and through upgrades to the City website to provide easy ac-
cess to weekly meeting documents.
City Manager's Recommended Budget FY08 74 City of Bozeman,Montana
BOZEMAN CITY COMMISSION
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 4.00 2.10 2.10
Number Category
1000-1199 Salaries& $ 50,792 $ 49,410 $ - $ 47,640 $ (1,770) -4%
1200-1299 Benefits 37,308 37,267 37,940 673 2%
2000-7599 Operating 177,380 123,960 68,400 (55,560) -45%
8000-8999 Capital - 8,000 - (8,000) 100%
9000-9699 Debt Service - -
9900-9999 Transfers - -
Total All
Categories $ 265,480 $ 218,637 $ - $ 153,980 $ (64,657) -30%
EXPENDITURES BY DIVISION
Division
Number Division
1110 City Commis- $ 255,602 $ 205,028 $ - $ 153,980 $ (51,048) -25%
1120 Clerk of Corn- - - - - - 0%
1130 Special Bodies 9,878 13,609 - - (13,609) -100%
Total All Di-
visions $ 265,480 $ 218,637 $ - $ 153,980 $ (64,657) -30%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 265,480 $ 218,637 $ - $ 153,980 $ (64,657) -30%
Total All
Funds $ 265,480 $ 218,637 $ - $ 153,980 $ (64,657) -30%
City Manager's Recommended Budget FY08 75 City of Bozeman,Montana
BOZEMAN CITY COMMISSION
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Ordinances Passed 30 20 25 25
Resolutions Passed 80 85 85 100
Commission Meetings 60 53 76 76
Public Hearings 135 140 156 156
Hours of Meetings 220 190 230 200
Pages of Minutes 850 800 850 400
City Manager's Recommended Budget FY08 76 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 Coordinator: This year, the Neighborhood Coordinator personnel costs have
been moved to the City Manager's Department to better reflect the funding of the program.
City Manager's Recommended Budget FY08 77 City of Bozeman,Montana
CITY MANAGER
MAJOR OBJECTIVES
In support of the seven "Overarching 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 WEB;
• Maintaining an effective neighborhood program.
Maintain a current knowledge of regulations pertaining to employment and their effect on that
resource by:
• The director of Human Resources, the City Attorney and the City Manager attend-
ing relevant professional conferences;
• Subscribing to and reading relevant professional journals;
• Conducting monthly in-house training for supervisors;
• Conducting in-house training for staff covering "work place violence," and "sexual
harassment in the work place, and other relevant topics"
Provide opportunities to organization members for continual professional improvement by:
• Attending relevant professional conferences;
• Bringing the best presenters and educators to Bozeman for the benefit of the full or-
ganization;
• Encouraging continuing education at Montana State University;
• Acknowledge our limited resources in our growth situation and constantly develop, im-
plement, and review plans to address needs through efficiency in assignments, cross
training and other means to maximize available resources.
Provide opportunities and training for senior level staff to ensure seamless governmental op-
erations in the absence of any department head by:
• Anticipating future service demands and resource deficiencies and be proactive in address-
ing them.
• Provide technical and coordination assistance in all spatially oriented projects within the
city.
The outcomes of our investment will be:
• A well led, coordinated trained workforce;
• Secure, consistent governmental operations;
• Lawful, equitable, and effective allocation of city resources;
• An informed and involved City Commission;
• An informed and involved community.
• Open, transparent government.
City Manager's Recommended Budget FY08 78 City of Bozeman,Montana
CITY MANAGER
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 7.50 9.50 - 10.50
Number Category
1000-1199 Salaries& $ 449,020 $ 469,841 $ - $ 533,878 $ 64,037 14%
1200-1299 Benefits 105,890 118,730 145,772 27,042 23%
2000-7599 Operating 152,996 169,347 - 195,378 26,031 15%
8000-8999 Capital 12,305 15,000 - 17,700 2,700 18%
9000-9699 Debt Service - - -
9900-9999 Transfers - - - -
Total All
Categories $ 720,211 $ 772,918 $ - $ 892,728 $ 119,810 16%
EXPENDITURES BY DIVISION
Division
Number Division
1210 City Administra-$ 412,514 $ 371,405 $ - $ 457,179 $ 85,774 23%
1220 City Clerk 164,321 125,621 183,461 57,840 46%
1230 Personnel 143,376 208,929 180,670 (28,259) -14%
1260 Neighborhood - 66,963 - 71,418 4,455 0%
Total All Di-
visions $ 720,211 $ 772,918 $ - $ 892,728 $ 119,810 16%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 720,211 $ 772,918 $ - $ 892,728 $ 119,810 16%
Total All
Funds $ 720,211 $ 772,918 $ - $ 892,728 $ 119,810 16%
City Manager's Recommended Budget FY08 79 City of Bozeman, Montana
CITY MANAGER
FY2008 BUDGET HIGHLIGHTS
Streaming AudioNideo 10,400
Copier Replacement 7,300
FY2008 ANTICIPATED ACCOMPLISHMENTS
• Assist the Commission in determining the best use of the City's capital assets
(land and buildings).
• Pursue funding options for large ticket capital projects within the community
(e.g., wastewater treatment plan).
• Conversion of paper records to a document imaging system will continue,
making public records more accessible to the public and making research
easier, quicker and more comprehensive (let the computer do the walking).
City Manager's Recommended Budget FY08 80 City of Bozeman,Montana
CITY MANAGER
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY07
Actual Actual Esti- Budgeted
mated
The City Commission will be supported in their
decision process by always receiving unbiased,
accurate research and data from the staff a mini-
mum of four days prior to the introduction of an
item as an agenda item 80% 85% 95% 95% 98%
The City Commission will be supported in their
policy direction decisions by receiving,with regular
frequency,current operations status reports,state
and federal legislative activity reports,tabulations
of citizen surveys done by city departments,regu-
lar financial reports,and staff research reports.
100% 88% 98% 98% 98%
Citizens will be assured an open and accessible
local government through established,maintained,
published,and staffed open office hours equal to
1992 hours annually:Advertised public meetings:
Advertised Commission agendas:Open and ac-
cessible meetings:Accessible public records:and
information available via the internet.
100% 100% 100% 100% 100%
An open local government will be supported by a
visible City Manager who meets regularly with the
County Commissioners,leadership of MSU,the
Chamber of Commerce economic development
organizations,the Bozeman School District,and
civic groups. 100% 95% 100% 100% 100%
Public resources will be allocated effectively and
lawfully. Qualified independent auditors will per-
form annual audits;the budgeting process will be a
public process;and the budget will emphasize
outcomes. 100%
100% 95% 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 result in matching appropriate
hires with appropriate jobs. Tumover will be kept
low resulting in a stable workforce. Continual skill
improvement training will result in a competent,
effective and efficient workforce. Physical,mental,
and financial fitness programs will result in a
healthy workforce. 100% 100% 90% 100% 100%
Opportunities to participate in world class leader-
ship skills training seminars semiannually by senior
staff will result in a well led and coordinated work-
force.
100% 100% 90% 100% 100%
Specific criteria and measurements available from the Office of the City Manager.
City Manager's Recommended Budget FY08 81 City of Bozeman,Montana
MUNICIPAL COURT
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Budgeted
In art effort to maintain current and efficient
criminal and civil dockets,the average age of
cases will be as follows:
Initial Appearance <1 Mo. <1 <1 <1 <1
Judge 10-15 wks <4** <4** <3 10-15 wks
Jury <6 Mos. <6 <6 <5 <5
**per police dept request,scheduling judge
trials around officers'days off to reduce OT
of cases resolved on first appearance I 80% I 94% I 94% I 94% I 80% I
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 5 days.
1 day 100% 100% 100% 100%
IAmount of time spent to initialize time pay agree- 10 min per 1 min per I 1 min per I 1 min per I 1 min per
ment case case case case case
%of daily time devoted to time pay(phone, 10%per 75% I 75% I 25%/clerk I 25%/clerk
counter,summons,warrant) Clerk
%of weekly time devoted to Juror Phone I 1% 1% I 1% I 1% I 1%
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Budgeted
Number of:
Judge trials 3 days wkly 3 days wkly 3 days wkly 3 days wkly 3 days wkly
Jury trials 2 days wkly 2 days wkly 2 days wkly 2 days wkly 2 days wkly
Open court 3 days wkly 3 days wkly 3 days wkly 3 days wkly 3 days wkly
Misc.hearings 3 day wkly 3 day wkly 3 day wkly 3 day wkly 3 days wkly
Ticket entry per hour
I 20 20-30 I 20-30 I 20-30 20-30
Processing of open court paperwork(amount of %day 1/2 day 1/2 day '/2 day 1/z day
time needed to complete the processing of all
paperwork created during that day's open court
session and is based on a standard of 1/2 day per
clerk to complete one average day's paperwork
from open court proceedings)&Judge Trials
Calendar for trials,hearing,status '/day %day %day 1/2 day '/day
conferences per month(amount of time needed
per month to complete processing the matters in
this block based on a standard of day to com-
plete the paperwork related to these matters.)
Parking Summons Entry I 1900 I 1600 1800 I 5000 I 5000 I
IMunicipal Court Trials—amount of Clerk Time in I 10% I 10% I 10% I 10% I 10% I
Court Room w/Judge trials during trial
I %of time in court with Jury trials I 70% I 70% I 70% I 70% I 70%
City Manager's Recommended Budget FY08 86 City of Bozeman,Montana
MUNICIPAL COURT
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 YTD 07 FY 08
Actual Actual Actual Budgeted
Court Citations 9455 11,016 7363 12,700
Parking Summons 5018 1231 1620 2500 I
Judge Trial Requests 180 548 338 550
Jury Trial Requests 263 751 427 650 I
Open Court Proceedings—hourly 9 hrs weekly 9-10 hrs wkly 9-10 hrs wkly 10-11 hours I
weekly
Judge Trials Held I 105 306 184 300
Jury Trials Held I 12 12 10 12
Temporary orders of protection I 40 39 24 45
Summons Issued 6723 3702 4389 4200
Warrants Issued 223 400 250 350
Appeals 13 7 4 6
Open Court appearances(daily average) I I 26.43 28.44 30.00 I
City Manager's Recommended Budget FY08 87 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, ad-
ministrative agencies, and all legal proceedings involving the city; prosecutes misdemeanors and traffic of-
fenses committed within city limits; provides legal advice to the City Commission, City Manager, and all de-
partmental staff; and prepares or reviews contracts, deeds, resolutions, ordinances, and other municipal
documents.
Vision:
Team based integrated legal support to the Organization.
Mission:
To promote and enhance Bozeman's quality of life through excellence in professional, ethical and credible
legal representation, advice and counsel.
Goals:
Promote an understanding of what we do and understand what everyone else does.
Develop resources, materials and personnel within each team.
Train for consistent leadership for continuous operations.
Promote areas of specialization.
Integrate into the City's departments.
Have sufficient resources for each staff member to do their job so they can enjoy Bozeman's quality of life.
Optimize efficiency.
Maximize coordination.
Provide quality legal services.
Values Expectations
Honesty Do what is right/good/just for community
Integrity Provide service to community and citizens
Zealousness(perseverance) Strive for a just result
Diligence Demonstrate a strong work ethic
Effective Communication Provide quality service
Proficiency
Loyalty to City goals and organization Teamwork
Teamwork Be fair to everyone
Communicate effectively
Be tolerant
Coordinate with other departments and strive for mutual
Understanding
City Manager's Recommended Budget FY08 88 City of Bozeman,Montana
CITY ATTORNEY
MAJOR OBJECTIVES
• To work with the Bozeman Police Department and MSU Police Department in enforcing state laws
and city ordinances pertaining to misdemeanors and traffic violations committed within the city limits.
• To work with other city personnel and officials in enforcing city ordinances including zoning, building
code,fire code, and business licensing.
• To review legitimate citizens' complaints for the filing of criminal offenses and, if approved by the
City Attorney's Office, prosecute the violations in court.
• To process criminal prosecutions in a timely, firm, and efficient manner which serves the best inter-
ests 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 agen-
cies, and in all legal proceedings involving the city, except where the city or a city insurance carrier
retains special legal counsel.
• To provide legal advice to the City Manager, Mayor, City Commission, departmental staff, and city
boards concerning legal matters that arise with respect to city governmental services and opera-
tions.
• To perform legal research and issue legal opinions.
• To review or prepare contracts, deeds, resolutions, ordinances, and other municipal documents re-
lating 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.
City Manager's Recommended Budget FY08 89 City of Bozeman,Montana
CITY ATTORNEY
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08*
Actual Actual Pro- Budgeted
jected
Leaislative/Executive
Draft complex ordinances to BMC within 90 days 95% 75% I 75% 60% 95%
Draft less complex ordinances amending the 95% 75% I 75% 75% 95%
BMC within 60 days
Draft/review resolutions,non-code ordinances, 90% 90% I 90% 70% 90%
administrative orders regulations or policies and I 1
procedures within 10 days
I I I
Legal Municipal Documents: I I I I
Legal/Municipal Documents—Draft Contracts, 90% 80% 75% 60% 90%
deeds and easements,license/permits,affida-
vits/proxies,leases and miscellaneous docu-
ments within 30 days
Provide a detailed and complex review of con- 90% 95% 90% 80% 90%
tracts,deeds and easements,license/permits,
affidavits/proxies,leases and miscellaneous
documents within 30 days
Provide a limited review as to form of 95% 75% 75% 75% 90%
contracts,deeds and easements,license/
permits,affidavits/proxies,leases and
miscellaneous documents within 5 days
Advisory I I
Research and prepare formal written legal 90% I 90% 70% 70% 90%
opinion within 90 days
Provide informal written,e-mail,or verbal 90% I 90% 85% 70% 90%
Qpinio S,pp comple6issues w thin 30 days
Provide informal written,e-mail,or verbal 95% I 95% 95% 95% 98% I
opinions on simple issues within 5 days
Reauests for Prosecution I I I I
Respond to criminal requests for 95% I 80% 80% 10% 95%
prosecution within 30 days
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08*
Actual Actual Pro- Budgeted
jected
Number of Attorneys available for prosecution 1.75 1.75 1.25 2
Number of Attorneys available for civil 3 2.5 I 2 2.5
Parking fine revenue collected $24,260 I $30,000
through legal enforcement. $25,411
*As submitted,if additional personnel are approved
City Manager's Recommended Budget FY08 92 City of Bozeman,Montana
CITY ATTORNEY
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08*
Actual Actual Projected Budgeted
Criminal Jury Trials 12 12 10 16
ICriminal Judge Trials 105 119 216 264
Requests for Prosecution _ 27 17
49
CCJI Requests/responses -- 15
13 15
New criminal case files opened 501 709
800
I Total Open Criminal Case files 740 755 992 1032
Restitution Hearings 23 116 150
Civil Requests for Services I --- 140 100
Property claims filed --- I 5 I 6 6
Workers Comp Claims filed ---- I 49 I 49 49
Liability Claims Filed I 32 44 46 50
Change of Plea Hearings I I 197 480 600
Parking Complaints I ---- I 1417 I 2,000
Total Criminal Case Files Opened 1,028 N/A N/A 600
Opened civil litigation cases I I 28 24 I
City Manager's Recommended Budget FY08 93 City of Bozeman,Montana
FINANCE
PROGRAM DESCRIPTION
The finance department budget unit accounts for the general fund costs associated with the
overall financial administration and information technology of the city.
The finance department is comprised of four divisions:
Administration,
Accounting,
Treasury, and
Information technology, including GIS.
The department provides support services to other departments including: financial planning,
budgeting, insurance administration, accounting and financial statement preparation, data
processing, collection and investment of city funds, debt administration, utility billing, special
improvement district 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.
The Information Technology division provides customer-focused information technology ser-
vices and business solutions to local government and citizens. The department's primary re-
sponsibilities are in the areas of providing reliable, efficient information technology systems.
This is accomplished by developing and implementing recommended standards for information
technologies, by developing and enforcing security policies, and through strategic acquisition
of information technology resources. The department's mission is to yield the highest level of
customer service and satisfaction possible.
The purpose of the GIS division is to provide accurate and complete spatial data for the City of
Bozeman. The GIS division will use this data to stimulate intelligent growth and management
decisions while promoting the use of electronic data publicly in a fair, efficient, and effective
manner. All departments within the City organization as well as the public will benefit from the
efficiencies of coordinating interdepartmental data for use in a variety of applications and pro-
jects.
City Manager's Recommended Budget FY08 94 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.
• To provide secure, dependable information technology services to City departments and
customers.
City Manager's Recommended Budget FY08 95 City of Bozeman,Montana
FINANCE
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 16.00 16.00 16.00
Number Category
Salaries&
1000-1199 Overtime $ 725,648 $ 770,970$ - $ 799,452 $ 28,482 4%
1200-1299 Benefits 254,348 267,287 282,271 14,984 6%
2000-7599 Operating 408,182 496,590 467,605 (28,985) -6%
8000-8999 Capital 223,409 174,000 162,500
(11,500) -7%
9000-9699 Debt Service - - -
9900-9999 Transfers - - - -
Total All
Categories $ 1,611,587 $ 1,708,847$ - $ 1,711,828 $ 2,981 0%
EXPENDITURES BY DIVISION
Division
Number Division
1510 Administration $ 152,644 $ 165,053$ - $ 180,448 15,395 9%
1520 Accounting 280,155 309,680 - 383,159 73,479 24%
1530 Treasury 281,041 327,062 - 290,643 (36,419) -11%
Information
1540 Technology 897,747 907,052 - 857,578 (49,474) -5%
Total All Divi-
sions $ 1,611,587 $ 1,708,847$ - $ 1,711,828 $ 2,981 0%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 1,528,647 $ 1,708,847$ - $ 1,711,828 2,981 0%
Technology
740 Fund 82,940 - - - 0%
Total All
Funds $ 1,611,587 $ 1,708,847 $ - $ 1,711,828 $ 2,981 0%
City Manager's Recommended Budget FY08 96 City of Bozeman,Montana
FINANCE
FY 08 BUDGET HIGHLIGHTS
Computer Hardware Replacement $136,500
Cisco Security Licensing $16,000
Website Development Software $10,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Continue Upgrades to City Website to further enhance the public's access to nec-
essary City information.
• Improve information sharing with Planning Department and Engineering and GIS
Divisions to provide for more timely and accurate land parcel and owner informa-
tion.
• Document the procedures for all Finance Department functions.
• Develop and implement procedures for maintaining the Land Management data-
base.
• Provide accurate cemetery records in a professional manner that is accessible to
the public via the city's website.
City Manager's Recommended Budget FY08 97 City of Bozeman,Montana
FINANCE
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Receive Distinguished Budget Presentation
Award for the Government Finance
Officer's Association Receive Received Received Will Apply Will Apply
Receive Certificate of Achievement for
Excellence in Financial Reporting from the
Government Finance Officer's Association Receive Received Applied Will Apply Will Apply
City's Bond Rating(Note: In FY 99,the rating
agency refined its rating structure. The A2 and A2 (G.O.)* A2 (G.O.)* A2 (G.O.)* A2 (G.O.)*
A3 ratings are not better or worse than the previ- A3 (Water) A3 (Water) A3 (Water) A3 (Water)
ous A ratings. They are more refined versions of
an A rating)
%of monthly checklist items done correctly 95% 99% 99% 99% 99%
the first time
%of journal entries made without later 95% 99% 99% 99% 99%
correction or adjustment
%of months general ledger is closed by the 90% 67% 75% 83% 92%
10th of the month
%of property transfers billed on schedule 97% 100% 100% 100% 100%
%of accounts receivable statements mailed 98% 100% 100% 100% 100%
by the 15th of the month
IAverage#of water customers on <10 7-8 <10 <10 <10
shut-off list
City Manager's Recommended Budget FY08 98 City of Bozeman,Montana
FINANCE
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
SID Statements 10,443 11,086 12,300 13,000
Utility Bills 105,720 111,463 112,775 113,500
Accounts Payable Checks Processed 34,720 33,463 36,280 36,500
W-2's Processed 420 411 407 415
Manual Journal Entries Processed 665 730 670 650
Manual Journal Entry Transactions 17,500 15,093 14,100 14,000
Grants Recorded and Reported 25 26 25 25
IRS Informational Returns 108 108 101 105
Business Licenses(Calendar Year) 3,360 3,588 3,596 3,650
City Manager's Recommended Budget FY08 99 City of Bozeman,Montana
PLANNING
PROGRAM DESCRIPTION
The Department of Planning and Community Development(DPCD) accounts for the costs of administer-
ing 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 mon-
ies. Major elements of the City's Planning and Community Development program include:
Lona Ranae Plannina: Long range planning activities include: preparation and updating of a transpor-
tation plan and comprehensive"growth policy" for the City of Bozeman, in accordance with Part 6, Chap-
ter 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 prepara-
tion of strategic plans for land-use related programs, such as parks and open space planning; and de-
veloping implementation strategies to achieve community planning goals and objectives. DPCD also
serves as the City's liaison with the U.S. Census Bureau.
Annexation: DPCD staff is responsible for the implementation of the City's Annexation Policies, as set
forth in City Resolution No. 3137, and Chapter 2, Title 7, Montana Codes Annotated (MCA).
Subdivision Review: DPCD staff processes all proposals for subdivision of land within the City in ac-
cordance 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).
Zonina Ordinance P ministratjon: This involves the processing of all applications for site develop-
ment, including Conditional Use Permits, Planned Unit Developments, Site Plan reviews, Certificates of
Appropriateness, requests for variances and deviations, zone map amendments, and zone code amend-
ments. 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 Preseryation: The Historic Preservation Officer, in consort with the Historic Preservation Advi-
sory Board,works as an advocate for preservation and creates public and civic awareness of preserva-
tion through talks, programs, media attention, newsletters, the nomination of historic properties to the
National Register of Historic Places, an annual historic preservation awards program, and historic pres-
ervation days.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 infor-
mation 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
Boards/Commissions Served: In carrying out the above-described program elements, DPCD staff
provides technical support and professional assistance to a variety of boards and commissions, includ-
ing: City Planning Board; Design Review Board; Development Review Committee; Transportation Coor-
dinating Committee; Historic Preservation Advisory Board; Beautification Board; Board of Adjustment
(pending); and City Commission.
City Manager's Recommended Budget FY08 100 City of Bozeman,Montana
PLANNING
MAJOR OBJECTIVES
LONG RANGE PLANNING:
• To prepare and periodically update a community"Growth Policy" (Comprehensive Plan)for the City of Boze-
man,and to provide technical support and information to the Planning Board,City Commission,and other de-
partments on all matters pertaining to long-range comprehensive planning.
• Assist with Capital Improvements Planning and master facility planning efforts to ensure appropriate linkages
between infrastructure and land use planning .
CURRENT PLANNING:
• To evaluate and make recommendations to the Planning Board, City Commission,and/or Director of Pub-
lic Service on all applications for annexations and subdivisions of land,and to provide accurate and current
maps for planning,subdivision,and annexation projects.
• To evaluate and make recommendations to the Development Review Committee, Design Review Board,
Zoning Commission and City Commission on all proposals for site development.
• To provide zoning enforcement and support to staff and the public to ensure compliance with various regu-
latory programs of 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 Boze-
man'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 compli-
ance 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 pub-
lication of Heritage Preservation News.
• To review historic and architectural appropriateness of alterations, rehabilitations,and restorations of his-
toric buildings,structures,objects, landscapes,districts,and neighborhoods.
• To research and inventory local historic properties and,when appropriate, nominate them to the National
Register of Historic Places.
• Administer the City's impact fee program.
COMMUNITY DEVELOPMENT:
• Apply for Community Transportation Enhancement Program(CTEP)grants. Administer the funds
when awarded and oversee the projects to completion.
• Apply for Community Development Block Grant (CDBG)funds. Administer the funds when awarded
and oversee the projects through closeout.
• Assist and coordinate with other departments as needed with various grant writing proposals and ad-
ministration.
• Participate in the City's affordable housing programs, including participation on the Community Afford-
able Housing Board (CAHAB)and administration of the City's Affordable Housing Policy, as codified in
the Unified Development Ordinance.
• Participate in the City's economic development programs by sitting on the Revolving Loan Fund Corn-
mittee, reviewing commercial development proposals,and providing census and other technical data
to various entities as needed.
City Manager's Recommended Budget FY08 101 City of Bozeman,Montana
PLANNING
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE
Full-Time Equivalents 12.70 12.70 15.20
Number Category
1000-1199 Salaries&Over- $ 456,557 $ 582,068 $ - $ 637,778 $ 55,710
1200-1299 Benefits 160,532 200,333 213,115 12,782
2000-7599 Operating 229,769 343,602 239,191 (104,411)
8000-8999 Capital 7,119 25,000 83,000 58,000
9000-9699 Debt Service - - - -
9900-9999 Transfers - - - -
Total All Cate-
gories $ 853,977 $ 1,151,003 $ - $ 1,173,084 $ 22,081
EXPENDITURES BY DIVISION
Division
Number Division
1610 Operations $ 224,469 $ 282,743 $ - $ 458,687 $ 175,944
1620 Subdivision Re- 108,910 125,362 110,046 (15,316)
1630 Long-range Plan- 202,643 405,475- 291,418 (114,057)
1640 Annexation 64,500 50,810 52,757 1,947
1650 Code Enforcement 36,774 54,593 40,156 (14,437)
1660 Historical Preser- 53,036 47,362 35,362 (12,000)
1670 Zoning Operations 163,645 184,658 - 184,658 -
Total All Divi-
sions $ 853,977 $ 1,151,003 $ - $ 1,173,084 $ 22,081
EXPENDITURES BY FUND
Fund
Number Fund
100 Planning $ 853,977 $ 1,151,003 $ 1,125,367 (25,636)
103 Health-Medical In* -
105 P.E.R.S.Fund* -
10 General Fund - - 47,717 47,717
101 Historic Preserve- - - .. -
Total All Funds $ 853,977 $ 1,151,003 $ - $ 1,173,084 $ 22,081
City Manager's Recommended Budget FY08 102 City of Bozeman,Montana
PLANNING
FY 08 BUDGET HIGHLIGHTS
• Project Review Contracted Services $32,000
• Update to 2020 Growth Policy $60,000
• Transportation Plan Update $75,000
• Planning and Engineering HTE Project Management Module $70,000
• Copy Machine Replacement $25,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Implementation of revised Unified Development Ordinance(UDO), with further revisions as directed
by Commission;
• Adoption of Parks, Recreation, Open Space, and Trails Master(FROST) Plan (prepared in conjunc-
tion with Recreation and Parks Advisory Board);
• Review and update of 2020 Community Growth Policy, per statute;
• Participation in update and adoption of Transportation Plan;
• Management of current workload (project reviews for annexations, subdivision, and zoning propos-
als, impact fee administration, design review, and historic preservation activities).
• Development I Adoption / Implementation of updated Impact Fee Ordinances for Streets, water,
waste water, fire, and police services;
• Further develop DPCD website to make more materials available on the Internet(e-governance);
• Completion of Historic Resources Survey Study;
• GIS Layer Updates (with intern assistance); and
• Special projects as directed.
City Manager's Recommended Budget FY08 103 City of Bozeman,Montana
PLANNING
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY08
Actual Actual Estimated Budgeted
% of case recommendations upheld 85% 80% 80% 70% 80%
by City Commission
Percent of impact fee assessments requir-
q corretion or refu ds due to errors <2% <1% <1% <1% <1%
%of staff recommendations upheld by
Development Review Committee 95% 95% 95% 95% 95%
Design Review Board 80% 85% 85% 85% 85%
City Commission 80% 85% 85% 70% 85%
Number of violations identified 225 225 286 250
Percent of violations referred to City Attor-
ney's Office 0 1% 1% 1% 1%
Number of citations issued 2 2 4 3
Percent of citations resulting in conviction in
City Court 100% 100% 100% 100% 100%
Percent of violations corrected (includes
citations) 100% 100% 100% 78% 85%
HISTORIC PRESERVATION I
Percent of historic design review applicants 50% 75% 75% 75% 75%
assisted by staff prior to formal application
submittal
Total number of local residents participating 500 2000 2000 2000 1500
in historic preservation education programs
&events
Number of Participants in Historic Preser- I 300 700 700 700 750
vation Week
Number of walking tour participants not I500 800 800 800 800
including Historic Preservation Week
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY08
Actual Actual Estimated Budgeted
Pre-app reviews completed w/i15 days 70% 75% 75% 85% 80%
Preliminary plat reviews completed within
60 days 80% 85% 85% 90% 90%
%of impact fee assessments completed
within two days of receipt by coordinator. 80% 85% 80% 85%
85%
Minor site plans reviewed within 35 days 85% 85% 85% 85% 85%
Major site plans reviewed within 60 days 85% I 85% 85% 85% 85%
PUD preliminary plans reviewed within 60
days 50% 65% 65% 65% 65%
%of business licenses and building per- 75% 80% 80% 80% 80%
mits reviewed within 3 days
HISTORIC PRESERVATION 75% 90% 90% 80% 85%
%of Administrative Design Review Pro-
jects qualifying for sketch plan review that
were reviewed in ten days or less
City Manager's Recommended Budget FY08 104 City of Bozeman,Montana
PLANNING
WORKLOAD INDICATORS
* * * *
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY08
Actual Actual Estimate Budg-
eted
Subdivision Pre-applications 11 18 26 20
Minor Subdivision Pre. Plats 10 5 11 10
Major Sub-Preliminary Plats 9 10 12 10
Final Plats 17 19 17 18
Master Plan Amendments 2 6 8 6
Annexations 8 16 15 14
Exemptions 10 25 17 20
Preliminary Plat Lots Approved 700 661 1625 1400
Final Plat Lots Approved I 400 581 I 495 500
Number of public forum opportunities for special projects I 10 I 4 I 5 10
Number of participants in forums I 200 I 35 I 45 300
Number of projects assessed impact fees I 1100 I 2000 I 2240 2100
Number of literature/information requests pertaining to 150 85 225 200
impact fees
Number of estimates for impact fees 100 100 75 75
Site Plans 38 46 53 50
Conditional Use Permits 14 11 14 13
Planned Unit Developments 5 13 7 8
Certificates of Appropriateness 135 199 197 195
Sign Reviews(permanent and temp) 276 285 295 290
Variances/Appeals 5 5 4 5 I
Zone Map Amendments 11 20 21 I 20
Zone Text Amendments 3 2 1 I 2
Concept Plan Review/Informal Review 40 40 53 I 45
Number of site visits and/or signage consultations evalu- 360 380 385 400
atinq allowable sig age
Special Temporary Use Permits(STUPs) I 12 I 12 18 I 15
Reuse Permits 33 I 42 11 35
HISTORIC PRESERVATION
Office Visitations 220 I 470 550 550
Historic Design Reviews 140 I 320 250 275
Presentations(slides,walking tours,etc) 25 I 30 15 18
Newsletters/Articles 10 0 25 15
BHPAB Meetings/Beautification 18 45 50 50
Hrs Working wNolunteers/Intems 125 520 640 600
Certified Local Government(CLG)hrs. 110 120 832 850
City Manager's Recommended Budget FY08 105 City of Bozeman,Montana
FACILITIES MANAGEMENT
PROGRAM DESCRIPTION
The Facilities Management budget unit accounts for costs associated with maintaining City Hall, City
Hail Annex, Fire Station.#1 and Station#2, City Shop Complex, Bozeman Professional Building, Boze-
man Public Library, the Bozeman Senior Citizen's Center, and other city owned properties.
The majority of the costs in this budget category are normally included in utility charges, building repairs
and maintenance and contracted services, such as, janitorial services, snow removal, lawn care and
mechanical systems. The department also assists other divisions with building related projects and con-
struction related services.
Building and grounds related expenses for the new City Library and Fire Station#2 were brought into
this budget last budget year. This budget year expenses for the continued upkeep of the old library into
a new City Hall complex prior to the start of remodeling are incorporated into this budget.
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.
City Manager's Recommended Budget FY08 106 City of Bozeman,Montana
FACILITIES MANAGEMENT
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE
Full-Time Equivalents 2.55 2.55 2.55
Number Category
1000-1199 Salaries&Overtime $ 55,250 $ 136,618 $ - $ 107,227 $ (29,391)
1200-1299 Benefits 21,674 53,653 36,861 (16,792)
2000-7599 Operating 580,961 835,425 877,280 41,855
8000-8999 Capital 22,735 - - -
9000-9699 Debt Service 84,572 87,055 82,111 (4,944)
9900-9999 Transfers - - - -
Total All Categories $ 765,192 $ 1,112,751 $ - $ 1,103,479 $ (9,272)
EXPENDITURES BY DIVISION
Division
Number Division
1810 City Hall $ 258,558 $ 442,171 $ - $ 279,688 $ (162,483)
1820 City Hall Annex 19,685 31,475 45,425 13,950
1830 Shop Complex 70,930 117,600 118,505 905
1840 Professional Building 296,263 234,205 236,461 2,256
1850 Senior Center 119,438 97,150 147,400 50,250
1860 Library-NEW 318 168,350 159,100 (9,250)
1865 Library-OLD 77,700 77,700
1870 Fire Station#2 - 21,800 39,200 17,400
Total All Divisions $ 765,192 $ 1,112,751 $ - $ 1,103,479 $ (9,272)
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 765,192 $ 1,112,751 $ - $ 1,103,479 $ (9,272)
Total All Funds $ 765,192 $ 1,112,751 $ - $ 1,103,479 $ (9,272)
City Manager's Recommended Budget FY08 107 City of Bozeman,Montana
FACILITIES MANAGEMENT
FY08 ANTICIPATED ACCOMPLISHMENTS
• Monitor the new library through the warranty period and through the season changes so that any
issues of concern can be identified and addressed.
• Complete the initial programming for the space needs at the old library and begin bidding and con-
struction phase for the remodel of the building for a new City Hall. Oversee the project and monitor
construction.
• Complete the preliminary design work and bid documents with a goal of spring construction for the
Downtown Bozeman Intermodal Facility. Oversee the project and monitor construction.
• Re-bid and award the contract for custodial services for the major city owned buildings.
• Begin a building-by-building analysis for the purpose of creating a Facilities Condition Index which is
an objective evaluation of each city building to determine a maintenance schedule that can then be
included in the Capital Improvements Program budget.
• Utility costs have been adjusted based on both historic use and the cost projections provided by
NorthWestern Energy for all buildings.
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07
Actual Actual Pro- Budgeted
jected
Average response time for emergency repairs 30 minutes 95% 95% 95% 95%
Average response time for minor non- 3 days 85% 90% 95% 95%
emergency repairs in-house
Average response time for minor non- 12 days 85% 95% 95% 95%
eierggncy repairs '(�9ptr ctpd)
%of fac`ility users that rae the quality of their 90% 85% 85% 90% 90%
areas as excellent or good
City Manager's Recommended Budget FY08 108 City of Bozeman, Montana
PUBLIC SAFETY INDEX
POLICE PAGE 110
FIRE 116
BUILDING INSPECTION 122
PARKING 128
JOINT DISPATCH (911) SERVICES 133
City Manager's Recommended Budget FY08 109 City of Bozeman,Montana
POLICE
PROGRAM DESCRIPTION
General
The police department budget unit accounts for costs associated with providing all law enforcement ser-
vices for the City of Bozeman. The police department utilizes both patrol and investigative divisions to
detect, prevent, and suppress crime and the enforcement of criminal and traffic codes of the state and
local governments. The Parking and Animal Control officers within the Support Services Division pro-
vide 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 expenditure of restricted
revenues of the police department. Much of the police special revenue budget unit is funded by grants
and donations that are restricted to the operation of the D.A.R.E. program and activities associated with
it.
City Manager's Recommended Budget FY08 110 City of Bozeman,Montana
POLICE
FY 08 BUDGET HIGHLIGHTS
• Addition of one(1) sworn police officer to our staff
• Replacement of three(3) patrol vehicles $ 87,739.00
• Protective custody assistance $ 23,000.00
• Law and Justice Center facility costs $ 38,500.00
• Gallatin County booking fees $ 20,000.00
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Replace the Deputy Chief of Support Services with an Administrative Lieutenant.
• Develop, implement and maintain a dedicated traffic enforcement division
• Increase the personnel strength in the Investigative Division
• Sufficiently staff and maintain the downtown Police substation to enhance customer service and
police response.
• Use CAD/911 system mapping for analyzing customer service and criminal activity.
• Implement CAD/RMS dispatch system into MDT project.
• Utilized City of Bozeman GIS for crime analysis and mapping.
• Utilized City of Bozeman GIS for Sexual and Violent Offender Program.
• Find a permanent training room for the firearms training simulator as well as implement a train-
ing program.
• Completed Mobile Data Terminal joint partnership system infrastructure and work continues on
improvement and the adding of additional users.
• Commitment to continue to maintain the highest quality of service to the citizens of the City of
Bozeman.
• Continue to maintain highest training standards.
• Develop, implement and maintain a defensive driving program
• Minimize risk and liability by maintaining the highest standards of training possible.
• Continued success in obtaining Federal and State Grants to include:
• Department of Homeland Security
• Domestic Violence Grant
• NHTSA(National Highway Traffic Safety Administration)
• MBOCC(Montana Board of Crime Control)
• MDOT(Montana Department of Transportation)
• AHAD (All Hazards All Discipline)
• COPS (Community Oriented Policing)Technology Grant
• Continued funding for second SRO
• Continued funding of the Missouri River Drug Task Force
City Manager's Recommended Budget FY08 113 City of Bozeman,Montana
POLICE
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY04 FY05 FY 06 FY 07
Actual Actual Projected Budgeted
Respond to citizen complaints/concerns 48 hours 95% 95% 95% 95%
Percent of DUI arrests which result in convictions 90% 85% 85% 85% 85%
Percent of citations issued by the Bozeman Police 80% 75% 75% 75% 75%
pepartro,A05ulting in convictions
Increased officer presence to ensure public safety of 5 mo/yr. 100% 100% 100% 100%
pedestrians and vehicles on City streets by utilizing
bicycle and motorcycle patrols
Full staff meetings Monthly 80% 80% 80% 80%
Response to emergency calls/average 5 min. 5 min. 5 min, 5 min. 5 min.
Response to non-emergency calls/average 10 min. 10 min. 10 min. 10 min. 10 min.
Number of crimes reported ********** 7,800 7,800 7,800 8,120
Percent of reported crimes closed/cleared/or leads
exhausted:
Homicide 100% 100% 100% 100%
Rape 75% 75% 75% 75%
Aggravated Assault 80% 80% 80% 80%
Burglary 75% 75% 75% 75%
Counterfeiting/forgery 75% 75% 75% 75%
Destruction/damage/vandalism to property 90% 90% 90% 90%
Shoplifting 95% 95% 95% 95%
Motor vehicle theft 90% 90% 90% 90%
Drug/narcotic violations 95% 95% 95% 95%
Drug equipment violations 98% 98% 98% 98%
Robbery 90% 90% 90% 90%
Embezzlement 75% 75% 75% 75%
Percent of Investigative Division cases cleared 90% 90% 90% 90% 90%
Drug Forfeiture:
Dedicate two officers full-time to drug investigations/ 100% 100% 100% 100% 100%
enforcement
Devote 25%of investigative time to assisting smaller 100% 100% 100% 100% 100%
counties with their investigations
Target juvenile drug use(Zero Tolerance)by having 100% 100% 100% 100% 100%
juveniles comprise 5%of total DTF arrests
Attend weekly inter-agency meetings 100% 100% 100% 100% 100%
DARE:
Provide instruction to all 5tb. grades (500)100% (480)96% I (480)96% (480)96% (533)107%
Provide instruction to all 3t<'.grades (400)100% (375)94% (375)94% (375)94% (383)96%
Percent of 5th.grade graduates 100% 100% 100% 100% 100%
Percent of 3"t.grade graduates 100% 100% I 100% 100% 100%
City Manager's Recommended Budget FY08 114 City of Bozeman,Montana
POLICE
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07
Actual Actual Projected Budgeted
Calls for Service 34,797 36,842 40,400 44,000
National Incident Reporting System(NIBRS)
Homicide 0 0 1 1
Rape 11 21 28 28
Robbery 13 10 10 10
Aggravated Assault 63 49 65 65
Assaults—other 294 291 250 250
Burglary 189 211 220 220
Theft 1397 1520 1375 1375
Motor Vehicle Theft 128 136 100 I00
Partner/Family Member Assault 193 102 85 85
Arson 7 14 14 14
Forgery&Counterfeiting 88 108 85 85
Fraud 43 64 80 80
Destruction/Damage/Vandalism of Property 668 662 600 600
Disorderly Conduct 330 309 265 265
Runaway 35 46 50 50
Disturbance/Loud Party 1544 1516 1600 1600
1 Alarms I 1153 I 1119 I 950 I 950
Animal Complaints I 1723 I 1979 I 1900 I 1900
Arrests I 2400 I 2106 I 2100 I 2100
Citations Issued—Motorcycle Patrol 742 I 1500 1415 I 1415
Citations Issued-Traffic 9980 9488 I 9488
DARE: I I
Present DARE Curricula:
5t'.Grade Students 480 533 500 500
3rd.Grade Students 375 383 375 375
Drug Forfeiture: I I
New Cases I 310 248 I 350 350
Old Cases 118 62 200 200
Non-Drug Cases Worked I0 13 25 25
Cases Closed—any reason I 222 159 I 150 150
Non—Drug Related Arrests I 12 15 I 75 75
Public Talks/Classes I 44 54 I 35 35
New Criminal Subjects Identified I 528 454 I 750 750
DUI's 584 395 490 490
Investigative Division Case Load 352 377 350 350
Investigative Div.Clerical-Interviews Transcribed 581 786 600 I 600
Jury Trials Requested 469 517 I 517
Jury Trials Held 22 6 I 6
Judge Trials Requested 250 475 475
Judge Trials Held 122 264 264
Parking Complaints 1663 1669 1700 I 1700
Traffic Crashes 1644 1521 1600 I 1600
Warrant Arrests 374 312 330 I 330
City Manager's Recommended Budget FY08 115 City of Bozeman,Montana
FIRE
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Budgeted
Emergency Operations 100%of
Response time to Fire and EMS call city within 6
minutes 25% 25% 400% 40%
Fire Prevention
%of inspections brought to closure stage
Bars 95% 100% 100% 100% 100%
Sororities&Fraternities 100% 100% 100% 100% 100%
Schools 100% 100% 100% 100% 100%
MSU 100% 100% 100% 100% 100%
Existing structures 90% 33% 33% 33% 50%
Business License Inspections 100% 100% 100% 100% 100%
Training
%of firefighters completing certification
requirements by program
Haz Mat IC 100% 100% 100% 100% 100%
Haz Mat Technician 100% 100% 100% 100% 100%
EMT 100% 100% 100% 100% 100%
Fire Fighter 1 100% 60% 80% 80% 80%
Fire Fighter 2 100% 10% 20% 20% 20%
Inspectors 100% 100% 100% 100% 100%
•
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Budgeted
Fire Prevention:
Number of inspections per year as a percentage
of properties in need of inspection. 100% 66% 66% 66% 50%
City Manager's Recommended Budget FY08 120 City of Bozeman,Montana
FIRE
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Projected
"Fires, Hazardous Conditions&Misc 233 226 250
Emergency Medical Services 1270 1399 1367 1500
**Good Intent 145 105 153
Service Call 55 87 108 110
**False Call 162 155 175
Business Inspections 1100 2600 2800
2932
Business Applications 800 802 700 800
Special Inspections 500 522 538 530
Public Education Events 325 328 350 330
**FY05 incident types and numbers are reclassified to match current department fire
incident reporting system.
City Manager's Recommended Budget FY08 121 City of Bozeman, Montana
BUILDING INSPECTION
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 15.05 15.55 1.00 16.55
Number Category
Salaries&
1000-1199 Overtime $ 606,247 $ 656,984 $ - $ 760,240 $ 103,256 16%
1200-1299 Benefits 272,347 246,021 291,802 45,781 19%
2000-7599 Operating 240,191 246,880 319,247 72,367 29%
8000-8999 Capital 93,511 86,000 86,000 - 0%
9000-9699 Debt Service - - -
9900-9999 Transfers - - -
Total All
Categories $ 1,212,296 $ 1,235,885 $ - $ 1,457,289 $ 221,404 18%
EXPENDITURES BY DIVISION
Division
Number Division
Building Imp
3210 Operations $ 1,129,207 $ 1,166,154 $ - $ 1,385,580 $ 219,426 19%
3220 Life-Safety 83,089 69,731 71,709 1,978 3%
Residential
3230 Inspection - - -
Commercial
3240 Inspection - - -
Total All Divi-
sions $ 1,212,296 $ 1,235,885 $ - $ 1,457,289 $ 221,404 18%
EXPENDITURES BY FUND
Fund
Number Fund
Building Inspec-
tion Special
115 Revenue $ 1,212,296 $ 1,235,885 $ - $ 1,457,289 221,404 18%
Total All
Funds $ 1,212,296 $ 1,235,885 $ - $ 1,457,289 $ 221,404 18%
City Manager's Recommended Budget FY08 124 City of Bozeman,Montana
BUILDING INSPECTION
FY 08 BUDGET HIGHLIGHTS
• Purchase two new vehicles for new employees.
• Provide training budget of 2% to meet ISO goals to maintain low rating.
• Purchase "tough books" or similar handheld devices for building inspectors.
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Maintain state required professional certifications through adequate staff training.
• Maintain division performance measures.
• Work toward initiating field inspectors direct sign-offs on permits through "tough
books" system and Click-2-Gov enhancements.
City Manager's Recommended Budget FY08 125 City of Bozeman,Montana
BUILDING INSPECTION
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Percent of Plan Reviews done 75%w/in 84% 70% 75% 75%
within Standard(Residential) 2 weeks
Percent of Plan Reviews done 75%w/in 69% 69% 75% 75%
within Standard (Commercial) 4 weeks
Percent of Fast Track plan re- 90%w/in 93% 57% 90% 90%
views done within standard 1 week
Percent of frame inspections done 90% 97% 100% 90% 90%
within standard
(1 audit/mQnth/emplQ ee
Percent of commercial plan 90% 96% 97.5% 90% 90%
checks done within standard
(1 audit/ ontr/emy9y e)
Percent of residential plan checks 90% 99% 100% 90% 90%
done within standard
(1 audit/month/employee)
Percent of final inspections done 90% 99% 83% 90% 90%
within standard
(1 audit/month/employee)
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Average commercial inspections 8 9.26 9.45 8 8
(per day per inspector
Average residential inspections 24 30.87 26.3 24 24
ppr day per sector
AverageMultiple Residential In- 32 30.51 26.3 32 32
spections per day per inspector
City Manager's Recommended Budget FY08 126 City of Bozeman,Montana
BUILDING INSPECTION
WORKLOAD INDICATORS
I WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 07 Projected FY 08
Actual Actual Actual Budgeted
Commercial Permits:
Number 22 37 44 30 30
Value(Millions) 27.91 36.85 43.11 30.00 30.00
Residential Permits:
Number 257 927 890 800 600
Value(Millions) 34.11 118.25 135.64 115.00 100.00
City Manager's Recommended Budget FY08 127 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.
Downtown Parkins:
The downtown parking division accounts for the costs of the Bozeman Parking Commission
and their activities. Title 7 Chapter 14 Part 46 provides the statutory authorization for the Park-
ing Commission.
Residential Parkina District:
In fiscal year 1992, the City Commission passed an ordinance enabling the creation of parking
districts in Bozeman.
In fiscal year 1994, the City Commission created a parking district adjacent to Montana State
University. The district encompasses approximately 29 city blocks. Costs of operating the dis-
trict will include administration, enforcement, signs, and permits. Revenues from the program
will include permit fees charged to residents of the district in addition to fines and forfeitures.
High School Residential Parkins District:
In fiscal year 2001, the City Commission created a parking district adjacent to Bozeman High
School. The district encompasses approximately 53 city block faces. Costs of operating the
district will include administration, enforcement, signs, and permits. Revenues from the pro-
gram will include permit fees charged to residents of the district in addition to fines and forfei-
tures. Program costs will be monitored to determine if permit fees need to be adjusted.
City Manager's Recommended Budget FY08 128 City of Bozeman,Montana
PARKING
MAJOR OBJECTIVES
Bozeman Parkina Commission
Mission Statement: The Bozeman Parking Commission is responsible for managing
and regulating public parking in its districts to best serve the
needs of its 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.
FY08 BUDGET HIGHLIGHTS
• Construction of Parking Garage facility.
• increased involvement of parking management by City Parking Commission.
• Add a second Downtown Enforcement Officer.
City Manager's Recommended Budget FY08 129 City of Bozeman,Montana
PARKING
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 2.75 3.75 3.75
Number Category
Salaries&
1000-1199 Overtime $ 80,904 $ 109,568 $ - $ 130,646 $ 21,078 19%
1200-1299 Benefits 40,148 54,298 66,325 12,027 22%
2000-7599 Operating 38,158 92,870 84,370 (8,500) -9%
8000-8999 Capital 1,253,620 4,428,500 9,070,000 4,641,500 105%
9000-9699 Debt Service - - - -
9900-9999 Transfers 270,000 - - -
Total All
Categories $ 1,682,830 $ 4,685,236 $ - $ 9,351,341 $ 4,666,105 100%
EXPENDITURES BY DIVISION
Division
Number Division
3310 Administration $ 1,583,513 $ 4,517,056 $ - $ 9,171,025 $ 4,653,969 103%
3320 Operations 99,317 168,180 180,316 12,136 7%
3330 Neighborhood - - - - 0%
Total All Divi-
sions $ 1,682,830 $ 4,685,236 $ - $ 9,351,341 $ 4,666,105 100%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ - $ - $ - - 0%
Health-Medical
103 Insurance - - - -
105 P.E.R.S.Fund - - - -
Neighborhood
126 Parking Districts 55,638 63,952 69,052 5,100 8%
Down Town
127 Parking Fund 365,906 179,253 - 269,316 90,063 50%
Sr. High Parking
180 Dist 7,634 13,531 12,973 (558)
Downtown
557 Parking Garage 1,253,652 4,428,500 9,000,000 4,571,500
Total All
Funds $ 1,682,830 $ 4,685,236 $ - $ 9,351,341 $ 4,666,105 100%
City Manager's Recommended Budget FY08 130 City of Bozeman,Montana
PARKING
PERFORMANCE MEASURERS
I Effectiveness Measurers Standard FY 04 FY 05 FY 06 FY 07
Actual Actual Projected Budg-
eted
Downtown Parking:
Walk Downtown Parking District 2 x Daily 100% 100% 100% 100%
Cover other 2 Hour Zones Weekly 50%* 100% 100% 100%
MSU Parking District:
Patrol Parking District 2 x Daily 75% 75% I 75% I 75%
I I
BHS Parking District: I I I
Patrol Parking District 2 x Daily 10%** 10%** I 10%** 10%**
* Percentage was affected by automated ticket system and software problems.
** No dedicated enforcement officer/plan.
City Manager's Recommended Budget FY08 131 City of Bozeman,Montana
PARKING
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Downtown Parking:
Overtime Warnings 103 85 100 100
Overtime Citations(2003 Ordinance) 1,729 2,707 2,000 2,000
Parking Lot Overtime Citations
2003 Ordinance) 1,272 1,575 1,600 1,500
Total Citations by Parking Officer 4,320 4,365 5,000 5,000
MSU Parking District: I
Parking District Citations 3,047 2,687 3,000 3,000
Overtime Citations(2003 Ordinance) I 1,158 1,047 1,000 1,000
Total Citations by Parking Officer 5,757 5,212 6,000 I 6,000
I
BHS Parking District: I I
Parking District Citations 256** 358** 350 I 400
* Actual performance was affected by automated ticket system and software problems.
** No dedicated enforcement officer/plan.
City Manager's Recommended Budget FY08 132 City of Bozeman,Montana
JOINT DISPATCH (911) SERVICES
PROGRAM DESCRIPTION
Effective July 1, 2007, this service becomes a County service paid for with a dedicated tax
levy.
We are including it in this document so that historical information can be compared.
City Manager's Recommended Budget FY08 133 City of Bozeman,Montana
JOINT DISPATCH (911) SERVICES
Effective July 1, 2007, this service becomes a County service paid for with a dedicated tax
levy.
We are including it in this document so that historical information can be compared.
City Manager's Recommended Budget FY08 134 City of Bozeman,Montana
JOINT DISPATCH (911) SERVICES
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents
Number Category
1000-1199 Salaries& $ - $ - $ - $ - $ -
1200-1299 Benefits - -
2000-7599 Operating 601,356 601,350 - - (601,350) -100%
8000-8999 Capital - - - -
9000-9699 Debt Service - - - -
9900-9999 Transfers - - -
Total All
Categories $ 601,356 $ 601,350 $ - $ - $ (601,350) -100%
EXPENDITURES BY DIVISION
Division
Number Division
3510 9-1-1 Admini- $ 601,356 $ 601,350 $ - $ - $ (601,350) -100%
Total All Di-
visions $ 601,356 $ 601,350 $ - $ - $ (601,350) -100%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 601,356 $ 601,350 $ - $ - $ (601,350) -100%
122 9-1-1 - - -
•
Total All
Funds $ 601,356 $ 601,350 $ - $ - $ (601,350) -100%
City Manager's Recommended Budget FY08 135 City of Bozeman,Montana
JOINT DISPATCH (911) SERVICES
Effective July 1, 2007, this service becomes a County service paid for with a dedicated tax
levy.
We are including it in this document so that historical information can be compared.
City Manager's Recommended Budget FY08 136 City of Bozeman,Montana
PUBLIC SERVICES INDEX
PUBLIC SERVICES ADMINISTRATION PAGE 138
STREETS 143
WATER PLANT 149
WATER OPERATIONS 155
WASTEWATER OPERATIONS 160
WASTEWATER PLANT 165
SOLID WASTE COLLECTION 170
SOLID WASTE DISPOSAL 175
SOLID WASTE RECYCLING 180
VEHICLE MAINTENANCE 185
City Manager's Recommended Budget FY08 137 City of Bozeman,Montana
PUBLIC SERVICES ADMINISTRATION
PUBLIC WATER AND SEWER PROJECTS 1/1/05 TO 12/31/05
WATER(LE) SEWER(LFI $VALUE'
1 Hyalite Transmission Main Replacement 22,766 4,292,117
2 WWTP Modifications N/A 2,347,555
3 *Golf Way Water Main 642 60,000
TOTAL 23408 0 6,699,672
PRIVATE STREET AND STORM SEWER PROJECTS 1/1/05 TO 12/31/05
STREETS(LFI STORM SEWER(LFI $VALUE'
1 Alder Creek Phase 3 3636 1359 340,650
2 Old Highland 1190 0 89,250
3 Gallatin Center:Max Ave.road/sewer 724 54,300
4 Brady Ave.Improvements 350 26,250
5 Creekwood Sub. 3110 858 276,150
6 Legends Sub. 4685 150 358,875
7 Cattail Street 1849 148 146,075
8 Baxter Square Phase 1 3422 569 285,100
9 Westwinds Sub.Phase 2A&2B 4960 2258 484,900
10 Bridger Peaks Village 700 0 52,500
11 Valley West Sub.Ph.2 4300 1035 374,250
12 W.Villard St Development 250 0 18,750
13 Cottonwood Condos 7209 1807 631,025
14 Laurel Glen Sub.Ph.2 4940 1233 432,150
15 Milligan Minor Sub. 1890 179 150,700
16 Flanders Creek Sub. 9700 1900 822,500
17 Rosa Sub.Phase 1 2315 483 197,775
18 Valley West Phase 3 12875 6341 1,282,675
19 Mill District 400 450 52,500
20 Oak Springs Sub. 6590 1895 589,000
21 Sunfish Park Sub. 320 24,000
22 Westwinds Sub.Phase lA&1B 9984 1941 845,850
23 Baxter Apartments 2912 402 238,500
24 Baxter Square Phase 2 533 203 50,125
25 Kenyon-Noble Oak St.Facility 3110 300 248,250
26 S.11th,}Cagy to VLC 1746 110 136,450
27 Bozeman Gateway 7500 1000 612,500
28 Cattail Creek Sub.Ph.3 8280 5424 892,200
29 Baxter Meadows 2C&2D 3920 2158 401,900
30 *Vandennolen Minor Sub. 700 68 55,900
TOTAL 114100 32271 10,171,050
Total 2004 96795 23865 8,471,461
PUBLIC STREET AND STORM SEWER PROJECTS 1/1/05 TO 12/31/05
STREETS(LFI STORM SEWER $VALUE'
1 *Durston Road,7th to 19th 3900 1,810,000
2 *S.19th,Kagy to Main 6865 8800 3,900,000
3 Babcock Street SID 683 5000 3,249,756
4 Valley Center SID 676 3834 1,755,200
5 N.19th SID 675 4560 1,252,200
6 N.19t /Cattail Signal SID 678 n/a n'a 171,000
7 *Durston Road,19th to Fowler 5300 3275 4,310,068
TOTAL 29459 12075 16,448,224
City Manager's Recommended Budget FY08 142 City of Bozeman,Montana
STREETS
•
PROGRAM DESCRIPTION
STREET MAINTENANCE FUND:
The street maintenance district division accounts for the expenditure of special assess-
ments on property in the city for the repair and upkeep of the city's streets.
Section 7-12-4401 MCA authorizes the city to create street maintenance districts for
the purpose of maintaining its streets, alleys, and other public places.
The maintenance districts were first created during fiscal year 1990-91. Each year, as-
sessments 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 Novem-
ber and May provide the revenues for the street maintenance district program. Any
unexpended balance will be available for reappropriation next fiscal year.
The assessment for the costs and expenses incurred in maintaining streets, alleys, and
other public places within the maintenance district is assessed against each lot or par-
cel within the district for that part of the cost which its assessable area bears to the as-
sessable 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 alloca-
tion is based on population and one-half is based on street and alley mileage.
The funds may be used only for construction, reconstruction, maintenance, and repair
of streets and alleys. The funds may not be used for equipment purchases.
The goal of the street maintenance division is to help provide for a network of safe
roadways for the traveling public. To provide access to desired destinations such as
emergency services, schools, employment, shopping, community services, or other
facilities in a quick, convenient, safe and comfortable manner for all population groups
in the community with a minimum of harmful effects on the environment.
City Manager's Recommended Budget FY08 143 City of Bozeman,Montana
STREETS
FY 08 BUDGET HIGHLIGHTS
Gas Tax Improvements $430,000
Bike Paths 50,000
Lift Truck- Sign & Signal 110,000
Milling Machine 96,000
MACI Matching Funds 40,000
Median & Boulevard Mtc 25,000
Street Impact Fee Projects 1,460,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Start in house sidewalk panel repair,grinding and/or replacing.
• Increase use of alternative fuels
• 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.
• Pave gravel downtown alleys.
• Lease another grader for winter plowing operations.
• Purchase small milling machine and used paving machine to pave smaller projects.
• Increase signage on snow routes and promote odd/even parking on routes such as S.Willson.
Work with other subdivisions for snowplowing as we have with Marwyn in FY '07.
City Manager's Recommended Budget FY08 146 City of Bozeman,Montana
STREETS
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Percentage of Pothole Repairs still holding 6
months later:
Summer Patches(Target 90%) 90% 90% 90% 90% 95%
Winter Patches f Target 50%),„ 50% 30% 30% 30% 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: 100=Excell
Car 0=poor. n/a 36% 36% 40%
Bicycle By Survey n/a 42% 42% 45%
Walking n/a 59% 59% 63%
Percentage of Priority Routes completed(Target
—Plowed&Sanded within 4 hours of notification
—5 person crew
Priority#1 100% 100% 100% 100% 100%
Priority#2 100% 100% 100% 100% 100%
Priority#3 100% 100% 100% 100% 100%
Percenae of Residential Streets completed
(Target—Plowed&Sanded 64 hours after
snowfall ceases—5-person crew/16 hr.shifts 100% 50% 50% 80% 100%
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 fTarget 100%initial mowing) 100% 80% 80% 85% 90%
Percentage of citizens rating street cleanliness 100=Excell
as satisfactory(Target 90%-Results of Survey) 0=poor n/a 50% 60% 70%
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Labor hours per pothole repair(Target)<.50
.50 .60 .60 .55 .50
Repair pot holes&Other Road Hazards—Tar-
get
Repair Pothole>3"deep&6"wide within 2 2 2 2 2 2
working days of notification
Repair Pothole<3"deep&6"wide within 10 10 8 7 7 5
working days of notification
Shoulder blocks of Right-of-way mowed per day
(Tarctet 20—25) 20-25 22 22 22 23
Alley blocks cleared of brush&debris per day
(target 15-20 w/3-person crew) 15-20 20 20 20 20
raveled 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 10 12 12
Crack sealing of asphalt streets—lineal feet per
labor hour(Target 80-90) 80-90 100 87 100 100
Curb miles of streets swept per day(Target 35-
40/sweeper) 35-40 50 38 40 50
Streets plowed and sanded
(Target 1.75 labor-hours/lane mile or 14 lane-
miles/hr.[normal snowfall] 14 14.5 14.5 14.5 15
(Target 1.25 labor-hours/lane mile or 10 lane-
miles/hr.[heavy snowfall] 10 10.5 10.5 10.5 11
City Manager's Recommended Budget FY08 147 City of Bozeman,Montana
STREETS
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Street&Alley Mileage 188 197 200 210
Lineal Feet of Curb Replaced 1330 737 804 800
#of Wheelchair Ramps Installed 28 13 4 10
Miles Chip Sealed 7.85 5.7 3.8 5
Miles Paved(Includes Asphalt Millings) 2.66 1.2 1.9 1.7
Miles Graveled 3 3 3 3
Miles of Street Milling 2.12 1.2 0 1.5
Lbs of Crack Sealer Used 3420 3750 4000 4000
#of Signs Installed 649 756 700 700
Lane Miles Painted 41 35 35 35
Lane Miles Plowed and Sanded 940 985 1000 1020
Miles of Crosswalks Painted 1.3 7.5 7.5 7.5
Miles of Crosswalk Tape Applied 1440 If 252 If 200 If 200 If
Miles of Yellow Curb Painted 15 15 15 15
Number of Storm Inlets Maintained 5350 5350 5500 5500
Number of Storm Manholes Maintained 340 348 356 364
Curb Miles of Streets Swept 8900 9850 10000 10500
Signal Lights Maintained 53 60 64 66
Flashing Yellow Lights Maintained 10 17 17 17
Tons of Brush Collected 136.2 58* 84 100
Tons of Leaves Collected 368 900 885 900
Frequency of Residential Streets Swept 2 2 2 2
Street Closures for Special Events 20 22 15 15
Miles of Creek Maintained 1 1 1 1
Miles of Sidewalk Plowed 4.5 2 2 2
City Manager's Recommended Budget FY08 148 City of Bozeman,Montana
WATER PLANT
PROGRAM DESCRIPTION
The water plant budget unit accounts for the costs associated with maintaining a quality drink-
ing water supply for the City of Bozeman. The City of Bozeman has two treatment plants: The
15 MGD Sourdough Plant and the 1 MGD Lyman Creek Plant.
The Sourdough WTP was completed in 1983 and had a rated capacity of ten million gallons
per day. The water plant was expanded during FY 93 to add an additional five million gallons
per day for a total capacity of 15 million gallons per day.
Major operating expenses of the water plants include staffing, maintenance, chemicals and
utilities. The plants are operated 24 hours per day, 365 days per year. There are 5 operators,
2 lead workers, 1 foreman and a superintendent as of FY-01. The WTP operators are also re-
sponsible for all monitoring of the drinking water in the distribution system according to the
Safe Drinking Water Act. This job requires one operator a minimum of 5 hours per day, 7 days
per week. More than 10,000 water quality test are run annually. A significant increase in sam-
ple collecting is anticipated due to the requirements of the Long Term 2 Enhanced Surface
Water Treatment Rule, and the Stage 2 Disinfectants Byproducts Rule. A corrosion control
building and system to halt lead and copper corrosion in the distribution system was completed
in 1998. A new sludge drying bed to replace older inadequate beds was completed in 1998.
The new Hyalite raw water intake, pipeline, and connection building is anticipated to be com-
pleted by July of 2006.
The Lyman Creek WTP completed a 2.6 million dollar upgrade in 2003-04, which includes a
roof and a liner for the 5 million gallon reservoir, a new building for operation, chlorine and fluo-
ride addition, radon removal, and an effluent water quality monitoring building. The system was
put on-line June 1st of 2004.
The Water Plant includes:
A. Lyman Creek
1. Water plant
2. 5 million gallon reservoir
3. Watershed
4. Raw water transmission lines
B. Sourdough (Bozeman) Creek
1. Watershed
2. Diversion structure
3. Raw water transmission line
C. Hyalite Creek
1. Watershed
2. Diversion structure
3. Raw water transmission line
D. Hilltop 2 million gallon reservoir
E. Sourdough 4 million gallon reservoir
F. 3 certified Water System Operators
City Manager's Recommended Budget FY08 149 City of Bozeman,Montana
WATER PLANT
FY 08 BUDGET HIGHLIGHTS
Flex Fuel Truck 35,000
Testing & Design of Plant 200,000
Water Impact Fee Projects 767,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Provide adequate quantity and quality water with zero State or Federal violations to our customers
• Start implementing the Water Facility Plan
• Continue to optimize the new Lyman Creek Water Treatment Plant
• Continue to optimize the Sourdough Water Treatment Plant
• Replace 4 of 12 filter effluent turbidimeters
• Continue our weed control program at the water tanks and diversions
• Continue the necessary sampling/lab work to meet the requirements of the Long Term 2 Enhanced Surface
Water Treatment Rule
• Continue the necessary sampling/lab work to meet the requirements of the Stage 2 Disinfection/Disinfection
Byproducts Rule.
• Replace one Reclaim Pump
• Expand the capacity of the Lyman groundwater system
• Implement a water conservation program
• Paint the Hilltop Tank
• Replace 3/4 ton truck
• Seal Sourdough Plant Asphalt
• Replace/improve heating components at the Sourdough Plant
City Manager's Recommended Budget FY08 152 City of Bozeman,Montana
WATER PLANT
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Provide adequate drinking and fire fighting
water in reserve tanks:
Requires 40%tank reserves 100% 100% °
100% 100% 100//0
Maintain fluoride level in distribution system
between.85 and 1.25 PPM daily average 100% 91% 98% 100
99%
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) 100% 100% 100% 100% 100%
WTP daily average(WTP Goal=<0.11) 98% 100% 100% 100% 100%
WTP High daily individual filter(WTP Goal=<0.21) 98% 100% 100% 100% 100%
Unscheduled repair/maintenance completed
within 2 weeks(dependent on vendor schedule) 100% 3 100% 1 100%
number if itejjs riot completed:
Scheduled repair/maintenance completed
within 7 days 95% 96% 95% 95% 95%
Maintain operator certification 10hrs training/yr 100% 100% 100% 100%
100%
Sample and test distribution system water quality
per state and federal requirements: 100% 100% 100%o 100%0 100/0 0
10,000 readings/tests per year
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
$'s/million gallons of water treated
(Highly dependent upon the $689 $629 $664 $714
weather)
Plant capacity per day 15 million
gallons
Maximum water demand per day
gallons 9,421,000 11,954„000 11,576,000 13,000,000
Average water demand per day
gallons 4,644,000 5,276„000 5,421,000 5,584,000
Total water demand per year
gallons 1,695,000,000 1,926,000,000 1,979,000,000 2,038,000,000
City Manager's Recommended Budget FY08 153 City of Bozeman,Montana
WATER PLANT
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Estimate of Average Hours per Day of:
Plant Operation 23.0 22.7 23.9 24.0
Laboratory Analysis&Collection 5.0 5.0 5.3 6.0
I I
Monitor Water Quality: Sourdough& 24.0 24.0 24.0 I 24.0
Lyman Creek WTP's.
I I
Diversion&Reservoir Monitoring 2.9 3.0 3.6 I 4.0
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.
City Manager's Recommended Budget FY08 154 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.
City Manager's Recommended Budget FY08 155 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
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 replace service lines as needed.
• To continue a curb stop verification and serviceability program for customer ser-
vice lines.
• To accurately read all meters monthly.
• To resolve meter reading problems on a timely basis.
• To institute and maintain a Backflow prevention and testing program.
• To respond to water distribution problems 24 hours a day 7 days a week.
• To develop and maintain a comprehensive and cost effective security system for
our water distribution system.
City Manager's Recommended Budget FY08 156 City of Bozeman,Montana
WATER OPERATIONS
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 14.12 14.62 15,62
Number Category
1000-1199 Salaries& $ 557,636 $ 623,967 $ - $ 637,046 $ 13,079 2%
1200-1299 Benefits 212,563 235,857 248,806 12,949 5%
2000-7599 Operating 1,520,754 738,616 - 858,257 119,641 16%
8000-8999 Capital 143,538 842,500 500,000 1,149,000 (193,500) -14%
9000-9699 Debt Service 495,862 497,338 92,957 (404,381) -81%
9900-9999 Transfers - - - -
Total All
Categories $ 2,930,353 $ 2,938,278 $ 500,000 $ 2,986,066 $ (452,212) -13%
EXPENDITURES BY DIVISION
Division
Number Division
5010 Water Opera- $ 1,980,212 $ 2,493,495 $ 500,000 $ 2,647,979 $ (345,516) -12%
5020 Utility Locates 60,897 51,723 16,294 (35,429) -68%
5030 Water Services 34,668 35,000 35,000 - 0%
5040 Water Con- 487,391 - - -
5050 Reserviors 37,848 - - - -
5060 Meter Reading 283,039 322,560 246,293 (76,267) -24%
5070 Hydrants 20,109 20,000 25,000 5,000 25%
5080 Water Valves 13,765 8,000 8,000 - 0%
5090 Main Repairs 12,424 7,500 7,500 - 0%
Total All Di-
visions $ 2,930,353 $ 2,938,278 $ 500,000 $ 2,986,066 $ (452,212) -13%
EXPENDITURES BY FUND
Fund
Number Fund
600 Water Fund $ 2,859,855 $ 2,938,278 $ 500,000 $ 2,986,066 $ (452,212) -13%
610 Water Impact 70,498 - - - 0%
Total All
Funds $ 2,930,353 $ 2,938,278 $ 500,000 $ 2,986,066 $ (452,212) -13%
City Manager's Recommended Budget FY08 157 City of Bozeman,Montana
WATER OPERATIONS
PERFORMANCE MEASURERS
Efficiency Measurers FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
MH cost per hydrant flow
(6 hyds x 2 men per hr)Per Hydrant+Material (400)$7.99 (450)$8.79 (450)$9.14 (450)$9.50
MH cost per hydrant replace (4) (5)
(3 men x 7 hr )Per Hydr1nt+Material $2,372.00 (7)$2455.02 ,00 (5)$2540.94
MH cost per hydrant repair $2,12)
12 men x 3 hrslPer Hydrant+Material (10)$828.00 (8)$263.25 I (75. (75)
MH $275.00 $275.00
cost per valve op.Area
12 men x 14 hrs $709.84 $744.45 $774.22 $780.00
MH cost per curb box repair I (156) (160) (160)
(2 men x hrs)+Material (65)$137.59 $141.71 $148.00 $153.00
MH cost per water service repair
(3 men x 6 hrs)+Material I I (10)$551.25 (13)$836.00 (15)$865.00 (15)$865.00
MH cost per water main repair I (9) I (15) (15) I
(4 men x 7 hrs)+Material (8)$826.87 $1,581.00 $1,000.00 $1000.00
MH cost per renewed water service I (16) (3) I (12) (12) I
(3 men x 6 hrs)+Material $1,315.00 $1,225.37 $1,200.00 $1,250.00
Inspect water servicet within 2 hr call $24.75 $75.00 $78.00 $80.00
2 Man X 1 Hr. I I X504 X452 X400 X400
FY 07
FY 05 FY 06
Effectiveness Measurers Standard A tual A tual Pro- FY 08
jected Budgeted
Repair main breaks/leaks within four hours of 100% (6)100% (5)100% (8)100% (8)100%
discovery
Operate every valve 100% 50% 90% 50% 50%
Operate every Fire Hydrant(recommended bi- 100% 25% 20% 20% 20%
annually)
Flush every main(recommended annually) 100% 25% 20% 20% 20%
Read every meter once per month 100% I 100% I 100% I 100% 100%
Damage to other utilities I 0 I 0 I 0 0
New Water Service Inspections 2 Hr X 1 with 4 I 95% I I 90%
hr Response
City Manager's Recommended Budget FY08 158 City of Bozeman,Montana
•
WATER OPERATIONS
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
New Service Main Taps 39 76 70 70
Renewal Service Installations 16 3 12 12
Meter Replacement/Repair 120 844 800 800
Valve Operation 50% 90% 70% 70%
One-Call Location Request 5,000 5,332 5,600' I 5,600
Hydrant Flushing 25% 25% 25% I 25%
Hydrant Replacement I 4 7 5 5
New Water Service Line Inspections 504 452 400 400
Water Main Repairs 8 9 15 15
Fire Hydrant Repairs 10 8 12 15
Water Main Valves Replaced I 3 3 6 8
Water Main Valve Box Repairs I 35 40 40 40
Water Service Line Repairs 10 13 15 15
Curb Box Repairs 65 156 160 170
Water Main Breaks 6 5 8 8
City Manager's Recommended Budget FY08 159 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 mains, manholes, and installing new wastewater stubs.
The wastewater operations division along with the engineering department operates a
sewage pretreatment program. The program is designed to reduce the level of pollut-
ants discharged by industry and other non-domestic wastewater sources into the City
of Bozeman municipal sewer system, and thereby, reduce the amount of pollutants re-
leased into the environment through wastewater. The objectives of the program are to
protect the Publicly Owned Treatment Works (POTW) from pollutants that may inter-
fere with plant operation, to prevent pollutants that may pass through untreated from
being introduced into the POTW, and to improve opportunities for the POTVV to reuse
wastewater and sludges that are generated.
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.
City Manager's Recommended Budget FY06 160 City of Bozeman,Montana
WASTEWATER OPERATIONS
MAJOR OBJECTIVES
• To adequately maintain and locate the City's wastewater system including man-
holes, wastewater collection and transmission systems, and lift stations.
• To inspect businesses and restaurants on a quarterly basis along with the engi-
neering department to ensure compliance with the city's sewage discharge require-
ments.
• 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 man-
ner and prioritize renovation projects funded through CIP.
• To control root intrusion with an aggressive root cutting program.
• To repair breakdowns in mains.
• To rebuild/replace manholes as needed.
• To televise and inspect all new infrastructure following installation prior to accep-
tance.
• To replace service lines as required due to deficiencies caused by age, roots, etc.
• To tap new service lines for contractor installation.
• To respond to sanitary sewer problems 24 hours a day 7 days a week.
City Manager's Recommended Budget FY08 161 City of Bozeman,Montana
WASTEWATER OPERATIONS
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 9.25 9.25 10.25
Number Category
Salaries&
1000-1199 Overtime $ 330,909 $ 361,833 $ - $ 408,840 $ 47,007 13%
1200-1299 Benefits 128,487 139,278 129,744 (9,534) -7%
2000-7599 Operating 1,876,527 601,036 577,027 (24,009) -4%
8000-8999 Capital 566,437 1,568,125 28,122 1,593,400 (2,847) 0%
9000-9699 Debt Service - - - -
9900-9999 Transfers 409,579 - - -
Total All
Categories $ 3,311,939 $ 2,670,272 $ 28,122 $ 2,709,011 $ 10,617 0%
EXPENDITURES BY DIVISION
Division
Number Division
Wastewater
5210 Operations $ 1,918,321 $ 2,619,224 $ 28,122 $ 2,657,063 $ 9,717 0%
5220 Utility Locates 1,097 4,348 4,348 - 0%
Wastewater
5230 Services 5,818 8,000 8,000 - 0%
Wastewater
5240 Construction 1,367,245 - - - -100%
5250 Manholes 11,440 25,000 - 25,000 - 0%
5260 Televising 4,937 5,700 6,600 900 16%
Flushing Op-
5270 erations - - - - 0%
5280 Main Repairs 3,081 8,000 8,000 - 0%
Total All Di-
visions $ 3,311,939 $ 2,670,272 $ 28,122 $ 2,709,011 $ 10,617 0%
EXPENDITURES BY FUND
Fund
Number Fund
620 Waste Water $ 2,535,233 $ 2,670,272 $ 28,122 $ 1,965,611 $ 10,617 0%
Waste Water
630 Impact Fee 215,583 - 743,400 743,400 0%
621 EPA Fund 561,123 - - -
179 Diaster Relief - - -
Total All
Funds $ 3,311,939 $ 2,670,272 $ 28,122 $ 2,709,011 $ 10,617 -76%
City Manager's Recommended Budget FY08 162 City of Bozeman,Montana
WASTEWATER OPERATIONS
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Flush every main in city
(trunk line not included) Once/year 134 Miles 137 Miles 140 Miles 120 Miles
Root cut affected mains in city
(do not root cut PVC only root cut in areas 44 Miles 44 Miles 39 Miles 39 Miles
with large trees) Once/year
Respond to sewer backup calls Within 30 12 Calls 8 Calls 10 Calls 10 Calls
(normally on scene within 30 minutes) Min 100% 100% 100% 100%
Install new service within 10 working days 41 29 35 35
(dependent on owner readiness) 100%
100% 100% 100% 100%
TV inspection of new mains prior to
acceptance(we will televise all our new 6 Miles 10 Miles 15 Miles 12 Miles
infrastructure to determine the quality of 100%
100% 100% 100% 100%
installation)
FY 07
Efficiency Measurers Standard FY 05 FY 06 _ FY 08
Actual Actual Pro Budgeted
jected
IMH cost per mile/TV inspection
(12 hrs per mile)(old Infrastructure) 30 Miles 4 10 15 15
MH cost per sewer repair 17 15 25 25
(3 men x 7 hrs)
$870.00 $750.00 $775.00 $800.00
MH cost per new sewer tap
(2 men x 1 hr) 41 29 35 35
$604.00 $334.00 $350.00 $375.00
MH cost per manhole repair 6 8 8 8
(2 men x 12 hrs+Material) $549.00 $576.45 $605.27 $620.00
MH cost per sewer backup call 12 8 8 10
(2men x 2 hrs)
$91.64 $94.68 $94.68 $101.00
City Manager's Recommended Budget FY08 163 City of Bozeman,Montana
WASTEWATER OPERATIONS
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Main Line Flushing 134 Miles 101 Miles 110 Miles 120 Miles
Manhole Inspection (ring/lid/steps) 100% 100% 100 % 100%
Main Line Root Cutting 44 Miles 39 Miles 39 Miles 39 Miles
Main Line Inspection TV 4 Miles 10 Miles 15 Miles 20 Miles
Manhole Ring Replacement/Overlay Project 15 15 15 15
New Infrastructure TV 6 Miles 10 Miles 15 Miles 15 Miles
Sewer Manhole Repairs 8 8 I 8 8
Main Line Repairs 17 15 I 25 25 I
New Service Taps 41 29 I 35 35 I
One Call Location Requests 5,000 5,332 I 5,600 5,600 I
City Manager's Recommended Budget FY08 164 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 en-
hance the water quality of the East Gallatin River.
The purpose of the wastewater treatment facility is to ensure continued environmental
compliance by discharging thoroughly treated effluent that meets or exceeds all State
and Federal environmental standards. Through its beneficial reuse program, the
Bozeman WWTP also maintains compliance with EPA Part 503 Biosolids regulations.
All plant biosolids are thoroughly digested, and then land applied as a beneficial fertil-
izer.
As identified in the City's recently completed Wastewater Facilities Plan, the Bozeman
WWTP is scheduled to undergo a significant expansion and technology upgrade over
the next 3 years to keep pace with the growing demand for wastewater services in our
community. Whenever possible, these plant improvements will be funded, in part, by
grants from the U.S. Environmental Protection Agency. The City currently has no out-
standing indebtedness related to the wastewater treatment plant.
MAJOR OBJECTIVES
• To protect and improve the water quality of the East Gallatin River.
• To consistently achieve full compliance with all aspects of the City's National
Pollutant Discharge Elimination System (NPDES) permit administered by the
State of Montana.
• To maintain the mechanical reliability of the wastewater treatment facility to en-
sure uninterrupted operations.
• To optimize the operational reliability of the wastewater treatment facility.
• To comply with all EPA 503 bio-solids land application requirements and regula-
tions.
• To minimize unpleasant odors.
City Managers Recommended Budget FY08 165 City of Bozeman,Montana
WASTEWATER PLANT
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 14.87 14.87 14.87
Number Category
Salaries&
1000-1199 Overtime $ 587,629 $ 649,797 $ - $ 683,613 $ 33,816 5%
1200-1299 Benefits 225,518 247,912 - 246,717 (1,195) 0%
2000-7599 Operating 1,437,894 997,786 1,096,545 98,759 10%
8000-8999 Capital 622,249 2,574,000 410,000 (2,164,000) -84%
9000-9699 Debt Service - - - - 0%
9900-9999 Transfers 103,104 - -
Total All
Categories $ 2,976,394 $ 4,469,495 $ - $ 2,436,875 $ (2,032,620) -45%
EXPENDITURES BY DIVISION
Division
Number Division
WW Plant Op-
5610 erations $ 1,525,826 $ 1,568,271 $ - $ 1,967,829 $ 399,558 25%
5620 Laboratory 147,805 162,404 158,805 (3,599) -2%
5630 Sludge Injection 56,668 46,120 310,241 264,121 573%
5640 Pretreatment 1,898 - - - 0%
WW Plant Con-
5650 struction 1,244,197 2,692,700 - (2,692,700) -100%
Total All Di-
visions $ 2,976,394 $ 4,469,495 $ - $ 2,436,875 $ (2,032,620) -45%
EXPENDITURES BY FUND
Fund
Number Fund
620 Waste Water $ 2,353,677 $ 3,143,495 $ - $ 2,436,875 (706,620) -13%
621 EPA Grant 622,717 1,326,000 - (1,326,000)
Waste Water
630 Impact Fee - - - -
Total All
Funds $ 2,976,394 $ 4,469,495 $ - $ 2,436,875 $ (2,032,620) -45%
City Manager's Recommended Budget FY08 166 City of Bozeman,Montana
WASTEWATER PLANT
FY08 BUDGET HIGHLIGHTS
• Purchase two new semi trucks (tractors)for hauling biosolids $200,000
• Upgrade the existing floating dredge with a new cutter-head,
75 Hp motor, and discharge piping. $60,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
The largest capital expense for FY08 will be the engineering costs incurred to design the City's new Bio-
logical Nutrient Removal (BNR)facility. This design will include the preparation of plans and specifica-
tions for a new plant headworks, vortex grit removal, new primary effluent pumping station, BNR reactor
basins, RAS/WAS pumping station, new blower building, effluent lift pumps, anaerobic digestion,
standby emergency power, and UV disinfection.
In FY07 we were scheduled to repair the roofs on at least three existing plant structures including the
RAS building, the Lift 2 building, and the DAF building. If this work is not fully completed by the end of
FY07,we will carry-over funding and complete this work in FY08.
The City's new MPDES permit contains a compliance schedule that requires the City to prepare a de-
tailed study to assess the impact of the existing infiltration/Percolation Beds (I/P Beds) on area ground-
water and establish a re-activation plan for their continued use.This study will be initiated in FY07 and
completed in FY08.
The City's two semi trucks (tractors)which are used to haul biosolids to our land application sites are
now both 24 years old. These trucks are no longer reliable, road-worthy vehicles. They are therefore
scheduled for replacement in FY08.
In order to increase the efficiency of biosolids transfer and truck loading from the plant's sludge storage
lagoons,this year's budget calls for upgrading the existing floating dredge with a significantly larger cut-
ter-head and 75 Hp motor. This will be undertaken in FY08.
During the first quarter of FY08 the staff will be actively engaged in the retrofit and start-up of our re-
configured aeration basins. Our top priority will be to achieve compliance with the City's new interim
nutrient limitations that will go into effect June 1, 2007. This will likely result in increased chemical and
power costs for FY08 as we undertake the transition from conventional activated sludge to interim BNR
technology.
City Manager's Recommended Budget FY08 167 City of Bozeman,Montana
WASTEWATER PLANT
•
PERFORMANCE MEASURERS
Efficiency Measurers Design FY 05 FY 06 FY 07 FY 08
Standard Actual Actual Projected Budgeted
Million gallons of wastewater flow treated per
day(MGD) 5.78 4.93 5.26 5.30 5.40
Total gallons of wastewater flow treated per 2,110 1,799 1,919 1,950 1,971
fiscal ear(MG)
CBOD Kant Loading(lbs/day) 9,815 9,972 10,800 11,500
8,580
TSS Plant Loading(lbs/day) 10,146 10,426 11,300 12,100
7,220
CBOD Total lbs removed per day 7,293 9,520 9,673 10,368 11,040
TSS Total lbs removed per day 6,137 9,842 10,009 10,735 11,495
Total 0&M dollars spent per million gallons of
wastewater flow treated per year N/A $829 $795 $804 $892
Total salary and benefit dollars spent per million
gallons of wastewater flow treated per year N/A $379 $423 $444 $460
Total energy dollars spent per million gallons of
wastewater VA({trepted ppr year N/A $125 $107 $116 $125
Total 0&M budget monies spent per year N/A $1,491,971 $1,525,826 $1,568,271 $1,758,725
Effectiveness Measurers Design FY 05 FY 06 FY 07 FY 08
Standard Actual Actual Projected 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 Fecal Coliform and E.Coli 100% 100% 99.2% 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 5 removal(%of carbonaceous bio-
chemical oxygen demand removed is a meas- 85% 97% 97% 96% 96%
ure of the effectiveness of the plant,
%of total suspended solids removed 85% 97% 96% I 95% 95%
%of Acute Whole Effluent Toxicity Tests
passed on final effluent 100% 100% 100% I 100% 100%
Number of Plant Bypasses 0 0 0 I 0 0
Meet EPA's Part 503 Biosolids Regulations 100% 100% 100% I 100% 100%
City Manager's Recommended Budget FY08 168 City of Bozeman,Montana
WASTEWATER PLANT
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Plant O&M Tasks Actual Actual Projected Budgeted
Preventive Maintenance&Lubrication
822 666 710 720
Corrective Maintenance
120 94 120 130
Bldg. &Grounds Maintenance
418 380 400 410
LAB TASKS
Activated Sludge Process Control 21,900 14,100 4745 4745
Tests
Required MPDES Regulatory Tests 1,340 1,550 6475 6475
Calibration of Lab Equipment 800 1005 730 730
LOADING PARAMETERS
Population Served 34,100 35,700 37,300 38,900
Influent Flow(MGD) 4.93 5.26 5.30 5.40
BOD Loading (lbs per day) 9,815 9,972 10,800 11,500
TSS Loading (lbs per day) 10,146 10,426 11,300 12,100
SLUDGE INJECTION
Biosolids Injected(Metric tons) 587 533 570 600
Acres Injected 530 662 710 750
City Manager's Recommended Budget FY08 169 City of Bozeman,Montana
SOLID WASTE COLLECTION
PROGRAM DESCRIPTION
The solid waste collection budget unit accounts for the costs of collecting solid waste
within the city. The solid waste collection division operates three automated trucks for
residential refuse collection, two rear-load trucks for collecting refuse from commercial
customers and one roll-off truck. The rear-load trucks are being replace with the more
efficient front-load trucks.
One local solid waste disposal firm serves the area outside the city limits, businesses
operating within the city, and residential area not on city routes.
Solid waste collection service is also available to residential and commercial customers
within the city limits.
The goal of the solid waste collection division is to provide for a safe, clean, and effi-
cient method of solid waste collection. Alternatives to solid waste collection are re-
viewed on a yearly basis with emphasis being placed on increased recycling and corn-
posting.
Please note that the City of Bozeman offers a "Pay-As-You-Throw" garbage collection
system, which establishes a direct relationship between the amount a customer pays
for solid waste collection and disposal and the amount thrown away. In other words,
the more a person throws away, the more they pay. This system provides an incentive
for customers to reduce and recycle more of their wastes.
MAJOR OBJECTIVES
• To collect all city customers' solid waste set out for collection, on a weekly basis.
• To help minimize the amount of solid waste going to the landfill for disposal.
• To promote the automated garbage collection service, which allows a customer to
choose a variable size tote, thereby awarding customers who reduce, reuse, and
recycle.
City Managers Recommended Budget FY08 170 City of Bozeman,Montana
SOLID WASTE COLLECTION
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 11.74 12.74 14.74
Number Category
Salaries&
1000-1199 Overtime $ 441,317 $ 467,638 $ - $ 637,030 $ 169,392 36%
1200-1299 Benefits 160,953 179,537 - 147,400 (32,137) -18%
2000-7599 Operating 1,033,774 920,922 746,260 (174,662) -19%
8000-8999 Capital 600,295 180,000 177,914 498,000 140,086 39%
9000-9699 Debt Service - - - -
9900-9999 Transfers - - - -
Total All
Categories $ 2,236,339 $ 1,748,097 $ 177,914 $ 2,028,690 $ 102,679 5%
EXPENDITURES BY DIVISION
Division
Number Division
Solid W Coil
5810 Operations $ 2,236,339 $ 1,748,097 $ 177,914 $ 2,028,690 $ 102,679 5%
5820 Recycling - - - - 0%
Total All Di-
visions $ 2,236,339 $ 1,748,097 $ 177,914 $ 2,028,690 $ 102,679 5%
EXPENDITURES BY FUND
Fund
Number Fund
640 Solid Waste $ 2,236,339 $ 1,748,097 $ 177,914 $ 2,028,690 $ 102,679 5%
Total All
Funds $ 2,236,339 $ 1,748,097 $ 177,914 $ 2,028,690 $ 102,679 5%
City Manager's Recommended Budget FY08 171 City of Bozeman,Montana
SOLID WASTE COLLECTION
FY 08 BUDGET HIGHLIGHTS
• Scheduled purchase to replace one side load refuse truck
• Purchase of one automated refuse truck
• Purchase of a delivery truck
• Purchase of a 1/2 ton pick up
• 2 FTE's teamster positions
• front load driver
• residential foreman
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Continue to develop residential and commercial refuse collection accounts.
• Redesign residential collection routes to accommodate newly annexed and developed sub-divisions.
• Re-route all residential routes so that no route exceeds 375 customers per day.
• Re-route all commercial routes so that no route exceeds 60 customers per day.
• To promote the roll-off program.
City Manager's Recommended Budget FY08 172 City of Bozeman,Montana
SOLID WASTE COLLECTION
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 • FY 08
Actual Actual Budgeted Projected
Percentage of Customers Reporting Spillage by
Collection Crews(Results of Survey\ <2% 1% 5% 3% 2%
Percentage of Customers Satisfied with"Pay-as-
you Throw"System(Results of Survey) 90% 99% 100% 100% 100%
Percentage of Customers Reporting Overall
Satisfaction with the Solid Waste Collection
Service They Receive(Results of Survey) 90% 100% 100% 100%
100%
Percentage of Customers Participating in Local
Recycling Programs. (Results of Survey) 50% 82% . 83% 85% 87%
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Budgeted Projected
Production Ratios for Sanitation
Employees
Stops per Collection Employee(Target)
Front Load(commercial) 60/Day 50"" 68 60 65
Automated(residential) 375/Day 405 463 406 350
City Manager's Recommended Budget FY08 173 City of Bozeman,Montana
SOLID WASTE COLLECTION
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 04 FY 05 FY 06 FY 06 FY07
Actual Actual Budgeted Actual Budgeted
Garbage Collection Program
Residential 5,800 6,160 6,450 6,310 6,500
Commercial 200 202 230 211 256
Total Number of Accounts 6,050 6,362 6,680 6,521 6,756
Yearly Tonnage Collected 9,000 10,394 11,500 11,171 12,000
Number of Collection Vehicles 4 5 6 7 7 1
City Manager's Recommended Budget FY08 174 City of Bozeman,Montana
SOLID WASTE DISPOSAL
PROGRAM DESCRIPTION
The Disposal division was responsible for the landfilling operations a the City's Story Mill Land-
fill site. In the coming year, the division will change dramatically as we close the landfill and
cease operations.
For a maximum of 12 months, ending June 30, 2008, the division will operate the convenience
station/household hazardous waste collection site, including compost and recyclables collec-
tion. The County Solid Waste District is then expected to take over that facility as part of dis-
trict operations, once the City formally joins the district.
MAJOR OBJECTIVES
o To dispose of all refuse in a clean and environmentally safe manner.
o To safely and effectively close and cap the existing landfill cells.
• To join the Gallatin County Solid Waste District.
City Manager's Recommended Budget FY08 175 City of Bozeman,Montana
SOLID WASTE DISPOSAL
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 7.66 7.66 2.00
Number Category
1000-1199 Salaries& $ 286,881 $ 375,502 $ - $ 105,927 $ (269,575) -72%
1200-1299 Benefits 117,053 158,986 - - (158,986) -100%
2000-7599 Operating 1,263,603 2,281,948 450,000 669,432 (2,062,516) -75%
8000-8999 Capital 26,643 - 60,000 - (60,000) -100%
9000-9699 Debt Service - - -
9900-9999 Transfers 1,500,000 - - -
Total All
Categories $ 3,194,180 $ 2,816,436 $ 510,000 $ 775,359 $ (2,551,077) -77%
EXPENDITURES BY DIVI-
Division
Number Division
5910 Solid W Disp $ 2,994,333 $ 2,816,436 $ 510,000 $ 210,212 $ (3,116,224) -94%
5920 Waste Oil - - - - 0%
5930 Landfill Closure 199,847 - 565,147 565,147 100%
5940 Recycling - - - - 0%
Total All
Divisions $ 3,194,180 $ 2,816,436 $ 510,000 $ 775,359 $ (2,551,077) -77%
EXPENDITURES BY FUND
Fund
Number Fund
640 Solid Waste $ 3,194,180 $ 2,816,436 $ 510,000 $ 775,359 $ (2,551,077) -77%
Total All
Funds $ 3,194,180 $ 2,816,436 $ 510,000 $ 775,359 $ (2,551,077) -77%
City Manager's Recommended Budget FY08 176 City of Bozeman,Montana
SOLID WASTE DISPOSAL
FY08 BUDGET HIGHLIGHTS
• Closing and capping the existing landfill cell.
FY08ANTICIPATED ACCOMPLISHMENTS
• Operations of the Convenience Station/Household Hazardous Waste Facility.
City Manager's Recommended Budget FY08 177 City of Bozeman,Montana
SOLID WASTE DISPOSAL
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Average Percentage of up Time for Landfill
Equipment 98% 97% 97% 97% 95%
Percent of days Environmental Standards are
met 99% 99% 99% 99% 99%
Percent of Material Recycled or Diverted Annu-
ally 5% 23% 75%* 25% 25%
Percent of scheduled Random Load Inspections
Completed 95% 95% 100% 100% 100%
Percentage of Landfill Customers Participating in
Local Recycling Programs(Results of Survey)
50% 84% 70%* 50% 50%
Percentage of Customers Reporting Overall
Satisfaction with Disposal Service (Results of
Survey) 95% 98% 86%* 98% 98% .
Percentage of Landfill Operators Certified
(MOLO) 100% 50% 75% 100% 100%
Operate&Maintain LF Gas Collection System
with No Shut Downs 95% 98% 98% 98% 98%
Percentage of Time Meeting State Regulations
For Storm Water,with No Permit Violations
100% 100% 100% 100% 100%
Percentage of Time Meeting State Regulations
For Leachate Pond with No Permit Violations
100% 100% 100% 100% 100%
Percentage of Time Meeting Daily Cover Re-
quirements with No Permit Violations 99% 100% 100% 100% 100%
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Average Customer Waiting Time at Scale house
(in minutes)Target<3 min. 3 1 min 1 min 1 min 1 min
Number of alid Complaints Received From
Customers fTIrg_eii<5 pr year) 5 1 7* 5 3
Number of Incidents if Injury and Damage Re-
quiring Repair or Replacement of Citizen Prop-
e '(Tar,Ret<1 per rail 2 1 0 0 0
Number of major Odor,Litter,Noise,or Appear-
ance Complaints Received from Area Residents/
Neighbors(Target<5 per year) 5 1 2 3 3
Performance Measurers reported on a calendar year. Increase partly due to restricted use of landfill
City Manager's Recommended Budget FY08 178 City of Bozeman,Montana
SOLID WASTE DISPOSAL
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Tonnage Disposed 46598 6351 14875** 6,000
Average Daily tons Processed I 152 25 57 25
Tonnage of Compost Processed I 4283 2991 5,000 5,500
Tonnage of White Goods Recycled I 226 92 100 100
Number of Random Loads Inspected 128 24 45 I 45
Gallons of Waste Oil Disposed I 12577 9725 10000 10000
Tonnage of Other Commodities Recycled
(glass bottles,&jars,aluminum&steel cans,
cardboard, magazines&newspaper Plas- 6120 6500 7000
tics)
Number of Methane Extraction Wells moni-
tored and Mintairp d f9T Flare Operation 20 20 20 20
Remaining Capacity of Landfill(Includes
Class Ill Area)in Number of Years 1 5* 4 0
I I
*Projected numbers due to restricted use of landfill. FY07 projection based on opening landfill for all users.
*The life of the landfill has been extended under the current restrictions
**Waste Oil will be moved to Street Division in FY07
City Manager's Recommended Budget FY08 179 City of Bozeman,Montana
SOLID WASTE RECYCLING
PROGRAM DESCRIPTION
This division is will no longer be responsible for composting and binnie recycling (which
will now take place at the Convenience Station). instead, operations are being pro-
posed to offer curb-side recycling services and continue cardboard recycling for busi-
ness accounts.
MAJOR OBJECTIVES
• To facilitate recycling of materials throughout the city by providing curbside recy-
cling services and cardboard recycling services to businesses.
• To help minimize the amount of solid waste going to the landfill for disposal.
City Manager's Recommended Budget FY08 180 City of Bozeman, Montana
SOLID WASTE RECYCLING
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 1.00
Number Category
$
1000-1199 Salaries&Overtime $ 86,873 173,212 $ 58,240 $ (114,972) -66%
1200-1299 Benefits 39,750 74,592 - (74,592) -100%
2000-7599 Operating 96,049 120,755 96,597 (24,158) -20%
8000-8999 Capital 21,647 - 200,000 200,000 0%
9000-9699 Debt Service - - 0%
9900-9999 Transfers - - 0%
Total All Categories $ 244,319 368,559 $ - $ 354,837 $ (13,722) -4%
EXPENDITURES BY DIVISION
Division
Number Division
5940 Recycling 244,319 368,559 354,837 (13,722) -4%
Total All Divisions $ 244,319 368,559 $ - $ 354,837 $ (13,722) -4%
EXPENDITURES BY FUND
Fund
Number Fund
$
640 Solid Waste $ 244,319 368,559 $ - $ 354,837 $ (13,722) -4%
Total All Funds $ 244,319 368,559 $ - $ 354,837 $ (13,722) -4%
City Manager's Recommended Budget FY08 181 City of Bozeman,Montana
SOLID WASTE RECYCLING
FY07 BUDGET HIGHLIGHTS
• Purchase of Recycling Bin Vehicle for curb-side pickup—$200,000
• Purchase of residential recycling bins for customer use—$12,000
City Manager's Recommended Budget FY08 182 City of Bozeman,Montana
SOLID WASTE RECYCLING
ANTICIPATED ACCOMPLISHMENTS
• To recycle 1650 tons of recycled cardboard.
• Accomplishments reported on a calendar year basis.
City Manager's Recommended Budget FY08 183 City of Bozeman,Montana
SOLID WASTE RECYCLING
WORKLOAD INDICATORS
These will be developed as the new curb-side recycling program takes effect.
City Manager's Recommended Budget FY08 184 City of Bozeman,Montana
VEHICLE MAINTENANCE
PROGRAM DESCRIPTION
The vehicle maintenance budget unit accounts for the costs of repairing and maintain-
ing vehicles of city departments.
The vehicle maintenance staff consists of three full-time mechanics that are responsi-
ble 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 re-
ceipts 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 di-
vision also emphasizes the importance of having a well-structured preventative mainte-
nance 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
condition are satisfied.
• To maintain and utilize a sound vehicle management program including inventory,
vehicle status and operating statistics, and replacement schedules.
• To maintain accurate city vehicle maintenance records (service orders) in an effi-
cient and easily accessible manner.
• To manage and assist customers with the used waste oil and antifreeze station.
FY 07 BUDGET HIGHLIGHTS
• Maintained high quality of repairs and keep comebacks at less than 1%.
• Purchase oil filter crusher
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Repair and maintain City's fleet of over 400 vehicles and equipment.
• Dispose of over 13,000 gallons of used motor oil from residents.
• Dispose of over 300 gallons of used antifreeze from residents.
• Utilize preventative maintenance program for servicing vehicles.
City Manager's Recommended Budget FY08 185 City of Bozeman,Montana
VEHICLE MAINTENANCE
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOM- CHANGE DIFF
MEND
Full-Time Equivalents 3.50 4.00 4.00
Number Category
1000-1199 Salaries&Overtime $ 115,218 $ 162,338 $ 174,398 $ 12,060 7%
1200-1299 Benefits 47,427 76,400 66,847 (9,553) -13%
2000-7599 Operating 307,150 352,591 329,754 (22,837) -6%
8000-8999 Capital 13,203 13,000 22,000 9,000 100%
9000-9699 Debt Service - - -
9900-9999 Transfers - - -
Total All Catego-
ries $ 482,998 $ 604,329 $ - $ 592,999 $ (11,330) -2%
EXPENDITURES BY DIVISION
Division
Number Division
Veh Maint Opera-
6010 tions $ 482,998 $ 604,329 $ - $ 592,999 $ (11,330) -2%
Total All Divi-
sions $ 482,998 $ 604,329 $ - $ 592,999 $ (11,330) -2%
EXPENDITURES BY FUND
Fund
Number Fund
Vehicle Mainte-
710 nance Shop $ 482,998 $ 604,329 $ - $ 592,999 $ (11,330) -2%
Total All Funds $ 482,998 $ 604,329 $ - $ 592,999 $ (11,330) -2%
City Managers Recommended Budget FY08 186 City of Bozeman,Montana
VEHICLE MAINTENANCE
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Percentage of Repair/Maintenance
work Orders completed within_days
of receipt:(Target—95%)
--Light Equipment 4 days
--Heavy Ewipment 7 days 95% 95% 95% 95% 95%
Percentage of Returns
for Rework(Tar et<0.5% <0.5% .54% .53% .53% .52%
Percentage of Mechanics Certified I 100% 67% 67% 100% 100%
Percentage of Waste Oil Customers
Attended to complete 1 100% 100% 100% 100% I 100%
Percentage of Emergency Repairs
Completed within 24 hours of
Notification(Target-24 hours) 90% 90% 93% 95% 1 95%
Respond to Service Requests(oil
change&lube)within 2 work days
(Target-90%) 90% 57% 70% 75% 80%
preventative Maintenance Program
complete for Cijy FleetI 100% 100% 100% 100% I 100%
Percentage of Neet Operational Time
by Department(Target—95%)
--Street 99% 95% 95% 95% 95%
--Water/Sewer 99% 98% 98% 98% 98%
--Police 99% 90% 92% 95% 95%
--Park/Cemetery 99% 92% 92% 95% 95%
--Garbage/Landfill 99% 87% 80% 83% 90%
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Waste Oil Customers Attended to within
(Target 5 minutes) 5 <5 <5 <5 <5
IWaste Oil Attendant Disposal
(#of gallons dumped per day 33 63 45 40 44
Average Number Work Orders
processed per Mechanic labor-hour
(Target—0.4 per hour) 0.4 0.37 0.31 0.3 0.33
INumber of Vehicles/Equipment per
Mechanic 50 130 112 150 153
Mechanics staffing Requirements
Standard(Target—50 Pieces) 50 295% 224% 300% 306%
1 mechanic per 50 auto&light trucks
1 mechanic per 40 heavy trucks
1 mechanic per 30 pieces of heavy
equOment
Average Number of Mechanic-hours
per Repair Varies 1.68 1.68 2.0 2.25
Major/minor Repairs Completed I 100% 100% 100% 100% 100%
IPreventative Maintenance Orders Processed I 100% 50% 55% 65% 75%
City Manager's Recommended Budget FY08 187 City of Bozeman,Montana
PUBLIC WELFARE INDEX
CEMETERY PAGE 189
PARKS 193
FORESTRY 198
LIBRARY 202
RECREATION 208
COMMUNITY DEVELOPMENT 214
City Manager's Recommended Budget FY08 188 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.
City Manager's Recommended Budget FY08 189 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 04 FY 05 FY 06 FY 07
Actual Actual Actual Projected
Interment Permits 142 117 133 135
Lot Sales 105 110 110 105
Monument Permits I 90 I 78 I 95 95
Graves Repaired I 115 I 95 I 115 I 115
Columbarium Interments I 4 I 4 I 4 I 5
New Lots Developed 400 I 400 I 0* I 0*
City Manager's Recommended Budget FY08 190 City of Bozeman,Montana
CEMETERY
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMENDMENTS RECOMMEND CHANGE DIFF
Full-Time Equivalents 5.25 5.25 5.75
Number Category
1000-1199 Salaries&Overtime $ 197,921 $ 188,364 $ 223,482 $ 35,118 9%
1200-1299 Benefits 63,134 62,651 64,110 1,459 1%
2000-7599 Operating 83,127 114,835 155,634 40,799 36%
8000-8999 Capital 107,718 27,000 27,000 105,000 51,000 94%
9000-9699 Debt Service -
9900-9999 Transfers 19,334 16,000 16,000 - 0%
Total All Categories $ 471,234 $ 408,850 $ 27,000 $ 564,226 $ 128,376 29%
EXPENDITURES BY DIVISION
Division
Number Division
7210 Cemetery Operations $ 471,234 $ 408,850 $ 27,000 $ 564,226 $ 128,376 29%
Total All Divisions $ 471,234 $ 408,850 $ 27,000 $ 564,226 $ 128,376 29%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 451,900 $ 391,250 $ 27,000 $ 548,226 $ 129,976 31%
103 Health-Medical lnsur* - - -
105 P.E.R.S.Fund* - - -
Cemetery Perpetual
800 Care 19,334 16,000 16,000 - 0%
135 Cemetery Dept Sp Rev - 1,600 - (1,600) -100%
General Fixed Asset
900 Group - - -
Total All Funds $ 471,234 $ 408,850 $ 27,000 $ 564,226 $ 128,376 29%
City Manager's Recommended Budget FY08 191 City of Bozeman, Montana
CEMETERY
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Actual Projected
Administrative
Develop,submit,&administer cemetery On or before
budgets and related materials in a timely stated deadlines I I
and efficient manner 100% 100% 100% 100%
Ensure full-time staff is on-site and easily40 hours per week
recognized I 95% 95% 95% I 95%
Facilities & Grounds I I I
Family/User/Taxpayer/Governmental satis- Mow cemetery 1
faction with the use,care,and overall ap- time per wk
pearance of the cemetery. Trim between
stones 2 times per
yr
Apply 11/2—2
inches of water per
wk 90% 90% 90% 90%
Provide easily accessible,safe and serene Road miles plowed
setting for cemetery and/or grave visitation. 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% 85% 85%
Burial Services
Continue to provide experienced and pro- 30 hours of continu-
fessional staff to perform essential burial in education per
9
functions FTE 98% 1 98% 98% I 98%
Ensure the safety of mourners,funeral 3 or less reported
home personnel,and cemetery staff during injuries/yr
funerals within the control of the cemetery. Plow all essential
roads within 4 hours
of a funeral,or as
needed
A clear and unob-
structed path from
road to gravesite for
every funeral 100% 100% 100% 100%
• Interment Permits average between 125 to 140.
• Lot sales normally average around 90.
• Monument Permits are generally between 90 and 95.
• Graves repaired include new burials and repairs to old graves and not cremation burials. This number runs
from about 100 to 120.
• New Lots show as 0*but this reflects continued work on newly opened three block area started in 2005
City Manager's Recommended Budget FY08 192 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.
City Manager's Recommended Budget FY08 193 City of Bozeman,Montana
PARKS
FY08 BUDGET HIGHLIGHTS
Dump Truck $45,000
Bogert Bandshell Restoration 69,500
Park Improvement Grants 150,000
City Manager's Recommended Budget FY08 194 City of Bozeman,Montana
PARKS
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOMMEND CHANGE DIFF
MENTS
Full-Time Equivalents 11.95 12.95 13.45
Number Category
1000-1199 Salaries&Overtime $ 364,154 $ 426,570 $ - $ 492,591 $ 66,021 15%
1200-1299 Benefits 118,041 127,998 127,100 (898) -1%
2000-7599 Operating 510,557 626,235 407,998 (218,237) -35%
8000-8999 Capital 100,319 195,000 365,000 264,500 (295,500)
9000-9699 Debt Service - - 100%
9900-9999 Transfers 372,000 150,000 150,000 - 0%
Total All Categories $ 1,465,071 $ 1,525,803 $ 365,000 $ 1,442,189 $ (448,614) -24%
EXPENDITURES BY DIVISION
Division
Number Division
7610 Parks Operations $ 1,465,071 $ 1,525,803 $ 365,000 $ 1,442,189 $ (448,614) -24%
Total All Divisions $ 1,465,071 $ 1,525,803 $ 365,000 $ 1,442,189 $ (448,614) -24%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 1,145,793 $ 1,331,803 $ 365,000 $ 1,272,189 $ (424,614) -25%
103 Health-Medical Insur* - - -
105 P.E.R.S.Fund* - - -
128 Fish Wildlife And Park Man- 389 17,000 17,000 - 0%
136 Park Department Special 20,493 27,000 3,000 (24,000) -89%
134 Amateur Hockey Projects - - -
108 Community Transportation 7,288 - - -
112 Park Land Trust 272,000 -
185 Insurance Proceeds - - -
123 Beall Park Art Center - - -
184 Parks Master Plan Dev 19,108 150,000 150,000 -
Total All Funds $ 1,465,071 $ 1,525,803 $ 365,000 $ 1,442,189 $ (448,614) -24%
City Manager's Recommended Budget FY08 195 City of Bozeman,Montana
PARKS
PERFORMANCE MEASURES
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
Mowing(Increase due to good help)
Core Parks 1 X wk 85% 85% 85% 75%
Sports Fields 2 X wk 85% 85% 60% 60%
Natural Parks 2 X Yr 60% 60% 60% 60%
Fertilization(wet,windy spring hindered
apps) 3 X Yr 40% 40%
Core Parks 4 X Yr 60% 60%2 X Yr 10% 40%
10% 40%
Sports Fields
Neighborhood Parks 40%
50%
5% 0%
Irrigation—Activate all systems May 15
Hell down,bad valves,etc.) All Parks 75% I 75% 75% 60%
Irrigation—Winterize all systems Oct 31 75% 100% 80% 80%
q . Pickup
f�sr�Coupg and piny snow) All Parks
Leaf Mulch
ku p ood weather and All Parks 60% 60% 65% 65%
help)
Playground Inspection(Workload increase, 1 X wk 50% 8% 35% 35%
lost
2 people 3 days a week,garbage and rest-
rooms)
Playground Repairs Same Day 75% 75% 75% I 75%
Trails
Inspections (Good help) 2 X mo. 40% 40% 35% 30%
Maintenance(Added trail projects,lack of 2 X yr 40% 40% 40% 40%
squip)
Weed Control(Wet,windy spring hindered
apps) 3 X yr 80% 50% 40% 40%
Round-up 2 X yr 75% 50% 40% 30%
Broadleaf 2 X yr 80% 40% 40% 30%
Noxious
Weed eating(Breakdowns,workload) Bi-Weekly 45% 35% 30% 30%
Garbage Collection (Good help) 7 Days per
wk 90% 85% 85% 85%
Police All Grounds(Workload,lack of help) 5 Days per
wk 20% 10% 15% 15%
Building Maint/Repairs(Workload,lack of Same Day 50% 45% 45% 40%
help)
Restrooms I Clean&Maintain(Lack of help) 7 Days per 60% 50% 50% 50%
wk
Response to Complaints Within 2 90% 90% 80% 90%
days
Sidewalk Plowing(Intermittent breakdowns) Complete 50% 80% 80% 80%
I wal10aks I I I
City Manager's Recommended Budget FY08 196 City of Bozeman,Montana
PARKS
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Park Reservations per year 330 340 360 475
Formal Turf Acres 250 258 265 270
Natural Parkland Acres 118 110 115 125
Miles of Trails 25 45 50 55
Number of Park Fund Grant Projects 20 27 32 37
Number of User Agreements 14 14 14 16
Number of Volunteer Projects 12 12 16 20
Miles of Sidewalks to Plow 8 8 8 10
Number of Buildings to Maintain 18 18 20 21
Number of Playgrounds 16 19 20 22
Number of Ice Rinks 4 3 4 5
Weed Spraying—Acres 145 150 160 200
Garbage Collection/Number of Cans 125 130 132 135
City Manager's Recommended Budget FY08 197 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 lim-
ited to maintaining existing trees on city-owned properties, the planting of new trees on
city-owned properties within the city limits and maintenance of the City's Tree Inven-
tory.
The tree maintenance district is accounted for in a special revenue fund. Any reve-
nues 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 program.
• To provide educational materials to the public on the care and maintenance of trees and
the benefits of a healthy urban forest.
• To assist other Divisions in the City of Bozeman when called on or as needed.
• To continue to promote Arbor Day activities and Tree City USA certification
City Manager's Recommended Budget FY08 198 City of Bozeman,Montana
FORESTRY
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMEND- RECOM- CHANGE DIFF
MENTS
Full-Time Equivalents 3.60 4.60 4.60
Number Category
1000-1199 Salaries&Overtime $ 146,144 $ 163,375 $ - $ 174,244 $ 10,869 7%
1200-1299 Benefits 53,308 68,225 - 59,383 (8,842) -13%
2000-7599 Operating 56,717 93,671 92,470 (1,201) -1%
8000-8999 Capital 30,597 126,000 27,000 (99,000) -79%
9000-9699 Debt Service - - -
9900-9999 Transfers - - -
Total All Categories $ 286,766 $ 451,271 $ - $ 353,097 $ (98,174) -22%
EXPENDITURES BY DIVISION
Division
Number Division
7710 Tree Maintenance $ 286,766 $ 451,271 $ - $ 353,097 $ (98,174) -22%
Total All Divisions $ 286,766 $ 451,271 $ - $ 353,097 $ (98,174) -22%
EXPENDITURES BY FUND
Fund
Number Fund
112 Tree Maintenance $ 286,766 $ 451,271 $ - $ 353,097 $ (98,174) -22%
179 Disaster Relief Fund - - -
185 Insurance Proceeds - - -
Total All Funds $ 286,766 $ 451,271 $ - $ 353,097 $ (98,174) -22%
City Manager's Recommended Budget FY08 199 City of Bozeman,Montana
FORESTRY
FY 07 BUDGET HIGHLIGHTS
• Replacement of 1984 Bucket Truck $129,400
• Increase Cost Share Program (100 Trees) $15,000
• New FTE $45,000
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Continued cyclic pruning of boulevard, park and cemetery trees.
• Continued trimming for sidewalk clearance, traffic signs, sight triangles and construction
projects.
• Expansion of Cost-Share program to a total of 160 trees planted.
• Continue ISA Certified Arborist education.
• Provide information to the public on appropriate planting practices, species selection, code
requirements related to public and private tree plantings, and the benefits of the urban for-
est,
• Increased effectiveness of the Planting Permit process with Planning and Building Depart-
ments.
• Integrate GPS technology into the city's Tree Inventory Program.
• Continue Arbor Day activities and Tree City USA accreditation.
• Work injury free.
• Continued use of alternative fuels.
• Promote use of trees in Storm Water management.
• Start planning a program where trees are planted before new houses are occupied or
shortly
City Manager's Recommended Budget FY08 200 City of Bozeman,Montana
FORESTRY
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Pro- Budgeted
jected
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% I 100% 100%
Response to Damage—within a day
Assessed and Prioritized 100% 95% 95% I 95% 95%
Survey for hazardous tree situations Bimonthly I 95% I 100% I 95% 100%
Maintain and update tree inventory Bimonthly I 0% I 10% I 20% 30%
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
Trees Trimmed 885 1085 1200 1200
Trees Removed 26 2 5 5
Trees Planted-Total 72 75 160 160
Emergency Storm Damage Tons 10 10 I 10 10
Christmas Trees—Tons
Chipped and Composted 45 35 35 35
Trees Planted
Cost Share 64 64 100 100
Vouchers 60 60
Nursery
Tree Spade,Arbor Day, misc 4 4 6 10
Sidewalk,sight triangle, or street sign en-
croachments addressed 250 643 400 450
Planting Permits 212 223 250 275
DRC Reviews na 228 230 230
Vandalism 20 10 10 10
Service Requests 280 563 I 400 I 425
Trees Inventoried I 2000 I 1050 I 2000 2000
City Manager's Recommended Budget FY08 201 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.
City Manager's Recommended Budget FY08 202 City of Bozeman,Montana
LIBRARY
•
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOM- CHANGE DIFF
MENTS MEND _
Full-Time Equivalents 19.66 19.66 20.66
Number Category
1000-1199 Salaries&Overtime $ 621,892 $ 663,009 $ - $ 707,737 $ 44,728 7%
1200-1299 Benefits 221,916 240,259 - 240,936 677 0%
2000-7599 Operating 344,162 231,640 - 244,529 12,889 6%
8000-8999 Capital 7,607,053 1,933,650 - 1,500,000 (433,650) -22%
9000-9699 Debt Service - 75,000 - (75,000)
9900-9999 Transfers 52,362 3,100,000 - (3,100,000) 100%
Total All Catego-
ries $ 8,847,385 $ 6,243,558 $ - $ 2,693,202 $ (3,550,356) -57%
EXPENDITURES BY DIVISION
Division
Number Division
7810 Library Operations $ 488,697 $ 429,776 $ - $ 400,885 $ (28,891) -7%
7820 Technical Services 173,511 183,438 - 214,730 31,292 17%
7830 Information Services 175,657 175,971 - 185,348 9,377 5%
7840 Children's Services 111,580 115,714 - 104,494 (11,220) -10%
7850 Circulation Services 269,205 305,009 - 287,745 (17,264) -6%
7899 Library Construction 7,628,735 5,033,650 1,500,000 (3,533,650) -70%
Total All Divi-
sions $ 8,847,385 $ 6,243,558 $ - $ 2,693,202 $ (3,550,356) -57%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 1,165,135 $ 1,209,908 $ - $ 1,191,702 (18,206) -2%
Health-Medical In-
103 sur* - - -
105 P.E.R.S.Fund* - - -
Library Department
137 Special Revenue 53,515 - 1,500 1,500 #DIV/0!
542 Library Construction 7,628,735 5,033,650 1,500,000 (3,533,650)
Total All Funds $ 8,847,385 $ 6,243,558 $ - $ 2,693,202 $ (3,550,356) -57%
City Manager's Recommended Budget FY08 203 City of Bozeman,Montana
LIBRARY
FY07 ANTICIPATED ACCOMPLISHMENTS
• The Library will pursue methods of repaying the City for the Library debt.
• The Library and City will work with concerned residents about the redevelopment of Library
land west and south of the present building, including allowing space for Library expansion.
• The federal transportation earmark funding will be expended to benefit the plaza, parking lot,
and trail system first and then build the Peet's Hill parking lot.
• The Library hopes to hire additional library and maintenance staff.
• Current staff assignments and library functions will be evaluated with some functions eliminated
or reduced; staff schedules will be re-assigned to best serve the public in the new Library.
More volunteers will be recruited for assistance in better service to the public.
• The Library will work toward purchasing and/or leasing additional equipment(such as a self-
check system) and library materials in order to better meet the public's needs.
• The Library will update its Technology Plan, Library policies and start on a new strategic plan.
• Staff will upgrade all computers to Windows XP with a minimum of 1 Gig of memory.
• New equipment such as public computers and LCD projectors will be purchased to furnish com-
puter labs and meeting rooms.
• Use of radio frequency identification (RFID)will be planned and hopefully implemented as a
cost-effective solution to materials circulation and management of the collection.
• Cooperation will continue with other Montana librarians to improve quality and access to the
Montana Shared Catalog.
• County libraries will explore a countywide card and more frequent courier system.
• New viewing and audio equipment for in-library use, as well as a motion picture umbrella li-
cense, will be purchased so DVDs and videos can be shown in the Library. In-house usage
of audio/video equipment will be promoted.
• The current method of gathering and reporting statistics will be reviewed and revised in order to
make them more meaningful. Director's Station will be implemented and used for statistics.
• The Library web site, including reorganization of the Information Resources screen,will be up-
dated in order to interface with the City's web site.
• The new Montana Room will have a photo archive and reorganized vertical files.
• The Library Foundation's new Development Director will work with library programming as well
as fund raising.
• The Library will evaluate loss/theft of library materials and research solutions such as a collec-
tion agency and/or security system.
• The Library will coordinate with the Sweet Pea Festival to host the Sweet Pea Art Show in the
Library's Atrium Gallery along with the possibility of hosting other related programs.
• The Atrium Gallery will refine its policies and procedures in order to offer quarterly art shows
and receptions. The Montana Room will change its display area quarterly as well.
• The Library will partner with the Bozeman Technology Center on more computer classes.
• The Library will make its government documents collection easier to locate and more accessi-
ble to the public by moving it from reference to a separate classification.
• The Library will partner with the Bozeman School District and other organizations to encourage
children and families to stay active, eat well, and read more throughout the summer.
• The Friends of the Library will sponsor several large books sales throughout the year, in addi-
tion to offering more items for sale in Wild Joe's Coffee Shop.
• The Friends will request proposals for a mobile to hang over the circulation desk and commis-
sion one in time for the first anniversary of the Library's opening.
• The Library will investigate an audio/video overview of library services, policies and building
layout for the public to view as people receive new library cards and/or take a virtual tour.
• The Children's Room will offer a summer reading program and creative workshops in August.
City Manager's Recommended Budget FY08 204 City of Bozeman,Montana
LIBRARY
FY2007 Capital Improvements Highlight:
The New Library completed construction in the Fall of 2006!
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City Manager's Recommended Budget FY08 205 City of Bozeman,Montana
LIBRARY
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY08
(workload per capita-based on 47,805 service Actual Actual Projected Budgeted
population)
Circulation of Materials 9.9 10.35 10.96 11.6 12.3
Registered Borrowers—as a percent of 50% 46% 47.33% 51% 54%
total service population
Total volumes 2.38 2.21 2.34 2.43 2.56
Reference transactions 1 1.86 1.91 2.03 2.14
Interlibrary loan transactions .1 .08 .08 .05 .06
Children's program attendance 30% 26% 27% 27% 27% I
Efficiency Measurers Standard FY 05 FY 06 FY 07 FY08
Actual Actual Projected Budgeted
workload/FTE-based on 19.66 FTE)
Circulation of Materials 20,000 25177 26642 28207 29900
Registered Borrowers 1,000 1114 1151 1309 1348
Total volumes 4,000 5372 5693 5915 6236
Reference transactions 2,000 4539 4635 4944 5198
Interlibrary loan transactions 200 204 192 116 140
Children's program attendance 650 640 657 652 655
City Manager's Recommended Budget FY08 206 City of Bozeman,Montana
LIBRARY
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY08
Actual Actual Projected Budgeted
Library Materials Circulated 494988 523788 554556 587829
Children's Programs Provided 368 382 358 372
Attendance at Children's Programs 12585 12924 12817 12870
Reference Questions Answered 89234 91125 97207 102192
Interlibrary Loan Transactions 4004 3767 2289 2760
Registered Borrowers 21894 22627 25739 26511
New Library Materials Cataloged 10891 10151 11000 13000
Materials Reserved 9670 6542 6427 6864
Materials Renewed 54001 44641 30861 37872
City Manager's Recommended Budget FY08 207 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 Proarams
The Recreation Department offers summer programs,which teach children lifelong skills as well as
healthy living habits. The Department offers preschool age programs year-round, programs for elemen-
tary 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 pro-
grams 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 intro-
ducing patrons to the many opportunities available. The Fitness program provides encouragement and
opportunity to individuals of all ages in programs such as water aerobics, water jogging, and lap swim-
ming. The Aquatics Recreation program helps fight childhood obesity by encouraging families to ac-
tively recreate together and by offering diversions such as a hot tub, water slide, diving board, pool toys,
inflatable obstacle courses, dive-in movies, inner-tubes and Family Night Specials. The Professional
Water Safety program trains local and area lifeguards, swim instructors, and professional rescuers, thus
promoting and sharing the basics of water safety with the entire community. The Swim Center serves
as a rental facility for user groups such as the State Champion High School Swim Team,the Bozeman
Barracudas age-group Swim Team, the Bozeman Stingrays Synchronized Swim Team, the Bozeman
Masters Swim Team, SCUBA, kayak groups, scouts, and military groups.
Bogert Pool
Bogert Pool was built in 1939, and after 67 years is still a family tradition. This great facility is staffed
with professional and fun lifeguards who provide a wide variety of aquatic activities. Bogert Pool fea-
tures a 26'triple-tube water slide that offers three levels of excitement. This slide is located on the south
sunning and observation deck. The pool also features a slide for elementary age children and
"Delaware the duck"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 aerobics, and recreation swim-
ming for all ages. Special Events such as the Goldfish swim, Family Pizza Nights, Moonlight and Mid-
night Swims, and the Dog Swim make Bogert a desired and affordable venue for family recreation.
City Manager's Recommended Budget FY08 208 City of Bozeman,Montana
RECREATION
Recreation Administration and Proarams
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, commu-
nity 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 coopera-
tion and provide exposure to the arts, sports 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 en-
vironment.
To provide children affordable opportunities for supervised, safe play during non-school hours.
To offer individuals, especially seniors, the opportunity to improve and or maintain their physical
health and provide social opportunities so they may prolong independent living in addition to
living longer.
To train the community, ages 3 months and older, in current swimming technique and how to be
safe in and around the water.
To schedule the aquatic facilities at an affordable rate for groups; i.e. swims teams, synchronized
swim team, SCUBA, kayak, and others.
To offer a setting for individuals to have a sense of accomplishment, be creative, and improve their
psychological well-being.
To provide aquatic recreation opportunities for teenagers so as to reduce negative social activity.
To offer leadership, social and work skills for teenagers, i.e. Junior Leader, Junior Guard and life-
guard programs.
City Manager's Recommended Budget FY08 209 City of Bozeman,Montana
RECREATION
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOMMEND CHANGE DIFF
MENTS
Full-Time Equivalents 14.65 14.65 14.90
Number Category
Salaries&
1000-1199 Overtime $ 406,043 $ 518,192 $ - $ 579,962 $ 61,770 12%
1200-1299 Benefits 110,798 136,458 - 138,427 1,969 1%
2000-7599 Operating 294,189 430,000 504,928 74,928 17%
8000-8999 Capital - - - -
9000-9699 Debt Service - - - -
9900-9999 Transfers - - - -
Total All
Categories $ 811,030 $ 1,084,650 $ - $ 1,223,317 $ 138,667 13%
EXPENDITURES BY DIVISION
Division
Number Division
Recreation
8010 Operations $ 208,793 $ 722,335 $ - $ 759,649 $ 37,314 5%
8020 Swim Center 411,127 188,710 218,033 29,323 16%
8030 Bogert Pool 171,343 83,475 81,980 (1,495) -2%
8040 Lindley&Beall 9,724 73,750 146,975 73,225 99%
Recreation
8050 Programs 10,043 16,380 16,680 300 100%
Total All Divi-
sions $ 811,030 $ 1,084,650 $ - $ 1,223,317 $ 138,667 13%
EXPENDITURES BY
FUND
Fund
Number Fund
010 General Fund $ 811,030 $ 1,053,650 $ - $ 1,221,817 $ 138,667 13%
103 Health-Medical - - -
105 P.E.R.S.Fund* - - -
Recreation Dept
133 Sp R. - 31,000 1,500 (29,500) -95%
Total All
Funds $ 811,030 $ 1,084,650 $ - $ 1,223,317 $ 138,667 13%
City Manager's Recommended Budget FY08 210 City of Bozeman,Montana
RECREATION
FY 08 BUDGET HIGHLIGHTS
• Add stairs and patio to the north exit of Beall Park Recreation Center.
• Remove and replace south deck and add railings at Beall Park in order to make the deck safe and bring it
up to code.
• Replace Bogert trash pump.
• Replace Swim Center lobby&locker room heating and ventilation system that is 34 years old.
• Replace Swim Center&Bogert Pool lobby&locker room ballasts and bulbs.
FY 08 ANTICIPATED ACCOMPLISHMENTS
• Maintain 98%customer satisfaction rating of participants in programs,with over 1,500 program evaluation
forms.
• Secure land for a new family aquatic and recreation center.
• Continue to keep the Swim Center looking like new through upgrades to heating,ventilation and lighting sys-
tems.
• Increase recreational program offerings for people of all ages.
• Complete the Beall Park exterior renovations so as to make the facility safe,save energy and preserve the i
historical components of the facility.
• Implement the marketing plan so as to increase revenue.
Increase Department revenue through Beall Park Recreation Center rentals and Swim Center pass fee in-
creases.
City Manager's Recommended Budget FY08 211 City of Bozeman,Montana
RECREATION
PERFORMANCE MEASURERS
Effectiveness Measurers Standard FY 05 FY 06 FY 07 FY 08
Actual Actual Projected Budgeted
The Recreation Department improves conditions
in our community by offering over 100 recreation 100% 100% 100% 100% 100%
opportunitteis that enhancepe q lity of life.
Citizens will have opportunities to engage on a
daily basis in activities that will promote health 100% 100% 100% 100% ' 100%
and well being.
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 100% 100% 100% 100% 100%
health care costs.
Total revenue generated TBD $457,907 $493,420 $527,245 $550,000
IRevenue increase from previous year None 14% 8%
Citizens will be assured an open and accessible
Recreation Department. 100% 100% 100% 100% 100%
Customer satisfaction(National Standard). We 75% 99% 99% 99% 96%
measure patron's satisfaction of each program
through an evaluation. Percents are based upon
total number of customers satisfied with the
various programs
Safety
Prevention of life threatening accidents 100% 100% 100% 100% 100%
Citizens will be supported in their recreation
interests by receiving information&supportive 100% 100% 100% 100% 100%
assistance
Citizens will receive personal benefits,social
benefits,economic benefits&environmental TBD 100% 100% 100% 100%
benefits thr9pgh recrea pn progr s
Percent of lifeguards with current certifications in 75% 100% 100% 100% 100%
Lifeguarding,CPR for the Professional Rescuer,
First Aid,Water Safety Instructor,Automated
External Defibrillation
Lifeauards will be trained to perform at 10/20 100% 100% 100% 100%
the industries'standard of care Rule
Specific criteria and measurements available from the Recreation Department office.
City Manager's Recommended Budget FY08 212 City of Bozeman,Montana
RECREATION
WORKLOAD INDICATORS
WORKLOAD INDICATOR FY 05 FY 06 FY 07 FY 08
Actual Actual Projected , Budgeted
Recreation Programs
Youth Special Events Attendees 2,456 2,937 3,200 3,400
Youth Recreation Classes Attendees 1,998 2,092 2,200 2,350
Tee Ball Youth 301 421 450 500
Tee Ball Coaches 72 75 80 85
Preschool Recreation Attendees 92 72 110 125
Senior Special Events 131 124 I 130 140
Lindley P C Rentals Public/In-House(City 205/143 228/96 239/117 190/100
Rec)
Recreation Programs for Youth 172 202 330 350
Swim Center I I
Total Attendance 104,588 105,692 109,827 f 109,950
General Admission Swimmers 57,406 56,633 54,073 II 54,100
Swim Teams/Scuba/Kayak/Private Kayak 13,116 14,673 16,940 16,500
City Lessons 4,707 5,310 5,300 5,300
Bozeman School District Lessons 28,838 27,579 26,449 26,500
Rural School Lessons 2,089 1,482 1,426 1,450
Birthday Parties 2,631 2,417 2,908 2,925
Water Aerobics 10,423 10,061 10,470 10,500
Groups 3,392 5,020 7,708 7,750
Open Boating 889 698 836 845
Bogert Pool I I I
Total Swimmers I 43,636 45,524 I 46,000 46,995
Swim Teams/Masters/Groups I 472 I 453 I 450 I 460
Swimming Lessons I 11,517 I 11,827 12,000 I 11,000
Jr. Leaders Trained 80 56 60 65
Water Aerobics I 247 I 236 250 I 200
City Manager's Recommended Budget FY08 213 City of Bozeman,Montana
COMMUNITY DEVELOPMENT
PROGRAM DESCRIPTION
Tax Increment Financina:
In 1995, the City created the Downtown Improvement District, which accounts for the costs of
the Downtown Improvement District Board and its activities. It is anticipated that the district will
issue bonds for the construction of the Downtown Parking Garage this year.
In December 2005, the City created the Northeast Urban Renewal District that will pursue tax
increment financing for improvements in the district. FY07 will be the first year of the incre-
ment.
American's with Disabilities:
The Americans with Disabilities Act (ADA) was signed into law on July 26, 1990. The act pro-
vides comprehensive civil rights protection for people with disabilities. The law prohibits cov-
ered entities, including the City of Bozeman, from excluding people from jobs, services, activi-
ties or benefits based on disability.
Structures:
The city completed a self assessment evaluation of all programs and services for accessibility.
These self assessments were supplemented by an inventory of all city owned facilities pursu-
ant to an Adaptive Environments Center and Barrier Free Environments checklist, which strictly
follows Americans with Disabilities Act Accessibility Guidelines. Remedial actions range from
simply relocating activities to reconstructing certain facilities to assure compliance. The prob-
lems are being approached on a priority basis as follows:
PRIORITY 1: PROVISION OF AN ACCESSIBLE ENTRANCE
PRIORITY 2: PROVISION OF ACCESS TO GOODS AND SERVICES
PRIORITY 3: USABILITY OF REST ROOMS
PRIORITY 4: ADDITIONAL ACCESS PROVISION
Economic Development Revolvina Loan Fund:
The Economic Development Revolving Loan Fund division accounts for the costs of admini-
stration and use of program income received from the pay back of various Economic Develop-
ment Community Block Grant awards.
Housina Revolvina Loan Fund:
The revolving loan fund budget unit accounts for the costs of administration and use of pro-
gram income received from the 1984 Community Development Block Grant Program.
Community Development:
This program element includes administrative oversight of CDBG contracts; preparation of ap-
plications for TEA-21 funding, and administration of TEA-21 contracts; coordination of inter-
neighborhood council activities; and administration of other grant programs and special activi-
ties as outlined in the Community Development section of this document(found under Public
Welfare), and as directed by the Commission and City Manager.
City Manager's Recommended Budget FY08 214 City of Bozeman,Montana
COMMUNITY DEVELOPMENT
MAJOR OBJECTIVES
Tax Increment Financina:
• To strengthen downtown's economic vitality.
• To recognize that community partnership is fundamental to downtown's success.
• To improve the safety, security and health of the district.
• To improve downtown's accessibility.
• To facilitate the diversity of downtown.
• To weigh the cost of projects against their benefits.
• To make the downtown more user friendly.
• To continuously improve the image of downtown.
• To nurture and expand downtown cultural activities.
American's with Disabilities:
• To comply with the Americans with Disabilities Act with respect to structures, programs, access to
goods and services, and other provisions of the act.
Economic Development Revolvina 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 insti-
tutions 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.
Housina Revolvina Loan Fund:
• To recruit eligible property owners for participation in the housing program.
• To assist the Community Affordable Housing Advisory Board in the selection of proposals.
• To prepare work write-ups, bids, and cost estimates and work closely with local contractors.
• To perform on-site inspections of work being completed, in conjunction the city building officials.
• To complete and file appropriate loan papers.
• To consult with local banking institutions regarding the possibility of combining funds for larger pro-
jects.
• To coordinate activities with the finance and building departments.
• To monitor the repayment of loans made&assure the on-going strength of the program.
• To develop a list of affordable housing priorities each year for presentation to the City Commission.
Community Development:
• Enhance community involvement through the facilitation of neighborhood meetings.
• Administer the TEA-21 program, and provide administrative oversight of the CDBG program.
• Support city staff with grant application guidance and assistance as needed.
• Promote city economic development and housing activities.
• Provide additional citizen board support as needed.
City Manager's Recommended Budget FY08 215 City of Bozeman,Montana
COMMUNITY DEVELOPMENT
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOMMEND CHANGE DIFF
MENTS
Full-Time Equivalents 1.00 1.00 1.00
Number Category
1000-1199 Salaries&Overtime $ 29,251 $ 30,888 $ - $ 33,840 $ 2,952 10%
1200-1299 Benefits 12,513 13,071 - 13,723 652 5%
2000-7599 Operating 1,479,012 1,991,728 1,843,888 (147,840) -7%
8000-8999 Capital - - -
9000-9699 Debt Service - - -
9900-9999 Transfers 860,000 - - -
Total All Categories $ 2,380,776 $ 2,035,687 $ - $ 1,891,451 $ (144,236) -7%
EXPENDITURES BY DIVISION
Division
Number Division
8210 Downtown Imp Dist $ 997,847 $ 599,000 $ - $ 624,000 $ 25,000 4%
8220 Americans w/Disab 2,769 32,000 32,000 - 0%
8230 Urban Redev&Housing 1,010,197 214,400 148,488 (65,912) 100%
8240 Economic Development 313,818 1,140,428 1,033,000 (107,428) 100%
8250 Grants 56,145 49,859 53,963 4,104 8%
Total All Divisions $ 2,380,776 $ 2,035,687 $ - $ 1,891,451 $ (144,236) -7%
EXPENDITURES BY FUND
Fund
Number Fund
116 TIF Dowtown Improvement $ 935,105 $ 495,000 $ - $ 520,000 25,000 5%
130 Americans With Disability 2,769 32,000 32,000 - 0%
117 Community Development 490,000 - - -
118 Section 8 Housing Mod 422,761 - - -
119 Economic Development 313,818 111,000 111,000 - 0%
120 Community Housing 30,000 200,000 134,088 (65,912) 100%
121 Housing Revolving Loan 26,350 14,400 14,400 - 0%
010 General Fund 56,145 49,859 53,963 4,104 8%
176 BID 62,742 104,000 104,000 - 0%
186 Development Impacts 41,086 1,029,428 922,000 (107,428) 100%
144 TIF NE Urban Renewal - - - -
Total All Funds $ 2,380,776 $ 2,035,687 $ - $ 1,891,451 $ (144,236) -7%
City Manager's Recommended Budget FY08 216 City of Bozeman,Montana
COMMUNITY DEVELOPMENT
FY 08 BUDGET HIGHLIGHTS
Downtown Improvement District (Tax Increment Financing): Spending authority is included for
the anticipated increment during the year, plus available cash balances for the Downtown
Improvement District. It is expected that this TIF will issue approximately $4.8 Million in
bonds for the construction of the downtown parking facility in the Spring of 2007. The TIF
will then make debt service payments, most likely beginning in FY08.
Housina Revolvina Loan: Appropriation authority includes $14,400 paid to HRDC for admini-
stration.
Grants. No specific grant spending authority is included in the budget. A budget amendment
will be processed for any successful grant applications.
Community Housing. Revenue equivalent to two mills ($132,088 for FY08) has been allocated
from the General Fund to the Community Housing fund for the purpose of supporting Af-
fordable Housing efforts in the city.
City Manager's Recommended Budget FY08 217 City of Bozeman,Montana
OTHER INDEX
NON-DEPARTMENTAL PAGE 220
GENERAL OBLIGATION BONDS DEBT SERVICE 223
SID REVOLVING FUND 225
SID BONDS DEBT SERVICE 227
City Manager's Recommended Budget FY08 219 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.
City Manager's Recommended Budget FY08 220 City of Bozeman,Montana
NON-DEPARTMENTAL
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOMMEND CHANGE DIFF
Full-Time Equivalents
Number Category
1000-1199 Salaries&Overtime $ - $ $ - $ - $ -
1200-1299 Benefits - - - -
2000-7599 Operating 3,160,001 5,249,026 516,276 11%
8000-8999 Capital 450,643 1,680,000 1,680,000
9000-9699 Debt Service - - -
9900-9999 Transfers 4,179,967 3,354,183 189,105 6%
Total All Categories $ 7,790,611 $ $ - $ 10,283,209 $ 2,385,381 30%
EXPENDITURES BY DIVISION
Division
Number Division
8910 Insurance $ 3,078,018 $ $ 3,196,982 $ 103,482 3%
8920 Band 6,000 6,000 - 0%
8930 Leave Payouts -
8940 Other/Contingencies - 3,339,000 1,769,000 113%
8950 Beautification Of Bozeman 2,134 - -
8960 Transfers 4,179,967 3,354,183 189,105 6%
8970 Senior Transportation 58,000 67,044 3,794 0%
8980 Other 466,492 320,000 320,000 0%
Total All Divisions $ 7,790,611 $ $ - $ 10,283,209 $ 2,385,381 30%
EXPENDITURES BY FUND
Fund
Number Fund
010 General Fund $ 2,647,627 $ $ 2,402,570 99,072 4%
720 Health-Medical Self- 2,650,289 2,606,500 101,000 4%
131 Beautification Of Bozeman 2,134 - -
104 Liability Insurance 274,024 388,787 33,329 9%
185 Insurance Proceeds - 232,000 -
103 Health-Medical Insurance 1,324,350 1,511,842 62,842 4%
105 P.E.R.S.Fund 283,383 385,929 32,883 9%
106 Police Pension Fund 332,146 408,042 31,473 8%
107 Firemans Pension Fund 218,658 280,495 20,988 8%
175 Senior Transp 58,000 67,044 3,794 6%
129 Special Projects - 2,000,000 2,000,000 0%
Total All Funds $ 7,790,611 $ $ - $ 10,283,209 $ 2,385,381 30%
City Manager's Recommended Budget FY08 221 City of Bozeman,Montana
NON-DEPARTMENTAL
FY 08 BUDGET HIGHLIGHTS
The budget includes the following general fund items:
• Remodeling of the Lamme Street Library Property for City Hall—$2 Million.
• General fund contribution to the band $6,000.
• Contingency appropriation $150,000.
• Transfer to Police & Fire (state contributions to retirement systems) $1,400,000.
The budget includes the following Special Revenue Fund items:
• Transfer from Health Special Revenue Fund to the General Fund $1,511,842
• Transfer from the PERS Special Revenue Fund to the General Fund $385,929
• Transfer from the Police Pension Special Revenue Fund to the General Fund
$408,042
• Transfer from the Fire Pension Special Revenue Fund to the General Fund
$280,495
• Transfer from the Liability Special Revenue Fund to the General Fund $388,787
• Mill levy for senior transportation $66,044
The budget includes the following Health Medical Insurance Fund items:
• Appropriation authority of$2,606,500 for health/medical claims and an adminis-
trative cost allocation.
City Manager's Recommended Budget FY08 222 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.
o To maintain adequate fund balance levels in the two debt service funds.
FY 08 BUDGET HIGHLIGHTS
• The transportation bonds will be paid off on July 2014
o The 1st series library bonds will be paid off on July 2021.
o The 2nd series library bonds will be paid in fill in July 2021.
City Manager's Recommended Budget FY08 223 City of Bozeman, Montana
G.O. BONDS DEBT SERVICE
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %
ACTUALS BUDGET AMEND- RECOM- CHANGE DIFF
MENTS
Full-Time Equivalents
Number Category
1000-1199 Salaries&Overtime $ - $ - $ - $ - $ -
1200-1299 Benefits - - - - -
2000-7599 Operating 4,986 - -
8000-8999 Capital - - -
9000-9699 Debt Service 719,190 718,182 - 721,206 3,024 0%
9900-9999 Transfers - - -
Total All Categories $ 724,176 $ 718,182 $ - $ 721,206 $ 3,024 0%
EXPENDITURES BY DIVISION
Division
Number Division
9310 G.O.Bonds Principal $ 719,190 $ 718,182 $ - $ 721,206 $ 3,024 0%
9320 G.O.Bonds Int&Fee 4,986 - -
Total All Divisions $ 724,176 $ 718,182 $ - $ 721,206 $ 3,024 0%
EXPENDITURES BY FUND
Fund
Number Fund
301 Library Bonds $ 313,125 $ 313,126 $ - $ 312,766 $ (360) 0%
302 Bond S&11995 Transporta- 411,051 405,056 408,440 3,384 1%
Total All Funds $ 724,176 $ 718,182 $ - $ 721,206 $ 3,024 0%
City Manager's Recommended Budget FY08 224 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.
City Managers Recommended Budget FY08 225 City of Bozeman,Montana
SID REVOLVING FUND
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR %,
ACTUALS BUDGET AMEND- RECOM- CHANGE DIFF
MENTS
Full-Time Equivalents
Number Category
1000-1199 Salaries&Overtime $ - $ - $ - $ - $ -
1200-1299 Benefits _ - - _ -
2000-7599 Operating - -
8000-8999 Capital - - - -
9000-9699 Debt Service - -
9900-9999 Transfers - - - -
Total All Categories $ - $ - $ - $ - $ -
EXPENDITURES BY DIVISION
Division
Number Division
9510 Sid Bond Principal $ - $ - $ - $ - $ -
Total All Divisions $ - $ - $ - $ - $ -
EXPENDITURES BY FUND
Fund
Number Fund
300 Special Improvement District Revolv. $ - $ - $ - $ - $ _
Total All Funds $ - $ - $ - $ - $ -
City Manager's Recommended Budget FY08 226 City of Bozeman,Montana
SID BONDS DEBT SERVICE
PROGRAM DESCRIPTION
The SID/Sidewalk 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
c To accurately account for principal and interest payments on SID and Sidewalk
bonds.
FY 08 BUDGET HIGHLIGHTS
o The budget includes appropriation authority necessary for the anticipated repay-
ment of SID bonds principal and interest.
City Manager's Recommended Budget FY08 227 City of Bozeman, Montana
SID BONDS DEBT SERVICE
EXPENDITURES BY CATEGORY
FY06 FY07 FY08 DOLLAR
ACTUALS BUDGET AMEND- RECOM- CHANGE DIFF
MENTS MEND
Full-Time Equivalents
Number Category
1000-1199 Salaries&Overtime $ - $ - $ - $ - $ -
1200-1299 Benefits - - - - -
2000-7599 Operating - - -
8000-8999 Capital - - -
9000-9699 Debt Service 735,575 1,900,000 1,900,000 - 0%
9900-9999 Transfers 155,241 - -
Total All Categories $ 890,816 $1,900,000 $ - $1,900,000 $ - 0%
EXPENDITURES BY DIVISION
Division
Number Division
9710 SID Bonds Principal $ 890,816 $1,900,000 $ - $1,900,000 $ - 0%
Total All Divisions $ 890,816 $1,900,000 $ - $1,900,000 $ - 0%
EXPENDITURES BY FUND
Fund
Number Fund
310 SID Funds $ 890,816 $1,900,000 $ - $1,900,000 $ - 0%
Total All Funds $ 890,816 $1,900,000 $ - $1,900,000 $ - 0%
City Manager's Recommended Budget FY08 228 City of Bozeman,Montana
APPENDIX INDEX
CAPITAL EXPENDITURES SUMMARY PAGE 230
WATER & WASTEWATER RATE INCREASES 231
US CONSUMER PRICE INDEX 232
TRANSPORTATION GO BOND DEBT SCHEDULE 233
LIBRARY GO BOND #1 DEBT SERVICE SCHEDULE 234
LIBRARY GO BOND #2 DEBT SERVICE SCHEDULE 235
WATER REVENUE BOND DEBT SERVICE SCHEDULE 236
LYMAN CREEK #1 & #2 REVENUE BOND SCHEDULE 237
GLOSSARY OF KEY TERMS 239
City Manager's Recommended Budget FY08 229 City of Bozeman, Montana
FY08 Recommended Capital Expenditures
**Note: Some Capital Projects are budged as"Contracted Services"and don't appear on this list.
City Manager Streaming AudioNideo Software&Hardware 10,400
Copier Replacement 7,300
City Attorney Copier Replacement 11,000
Finance Computer Hardware Replacement 136,500
Cisco Security Licensing 16,000
Website Development Software 10,000
Planning H.T.E Planning Module 40,000
Compact Shelving 18,000
Hi Capacity Copier Replacement 25,000
Police Police Car Replacement(3) 87,739
Mobile Data Terminals(3) 23,700
Fire Mobile Data Terminals(3) 27,000
Building Inpsection Vehicle Replacement 56,000
Click to Gov Online Module 30,000
Parking Garage Construction 9,000,000
Enforcement Hardware&Software 70,000
Streets Gas Tax Improvements 430,000
Bike Paths 50,000
Lift Truck-Sign&Signal 110,000
Milling Machine 96,000
MACI Matching Funds 40,000
Median&Boulevard Mtc 25,000
Street Impact Fee Projects 1,460,000
Water Plant Flex Fuel Truck 35,000
Testing&Design of Plant 200,000
Water Impact Fee Projects 767,000
Water Operations 1Ton Truck W Hoist 40,000
Backhoe Replacement 99,000
GPS&Scada Server 10,000
Water Upgrades on Lamme 1,000,000
Wastewater Operations Dump Truck Replacement 90,000
GPS&Scada Server 10,000
Rehab Projects 750,000
Wastewater Plant Basin Modification 150,000
Trucks for Solids Handling(2) 200,000
Dredge Improvements 60,000
WW Impact Fee Projects 743,400
Solid Waste Collection Flex Fuel Truck 20,000
1Ton Truck 28,000
Side Load Truck Replacement 125,000
Office Building Expansion 125,000
Solid Waste Recycling Recycling Bin Truck 200,000
Vehicle Maintenance Flex-Fuel Truck 22,000
Cemetery Cemeter Shed Improvements 93,000
Mower Replacement 12,000
Parks Dump Truck 45,000
Bogert Bandshell Restoration 69,500
Park Improvement Grants 150,000
Forestry Flex-Fuel Truck 27,000
Library Landscaping/Trail Project 1,500,000
TOTAL 18,350,539
City Managers Recommended Budget FY08 230 City of Bozeman, Montana
WATER RATE INCREASES
(DECREASES)
12.0 NOVEMBER 1987
7.0 MAY 1989
6.5 JULY 1990
4.5 JULY 1991
5.0 APRIL 1994
4.0 JULY 1996
3.0 FEBRUARY 1998
7.0 JUNE 1999
3.0 OCTOBER 2000
7.0 SEPTEMBER 2001
6.0 APRIL 2003
10.0 SEPTEMBER 2005
10.0 SEPTEMBER 2006
WASTEWATER RATE INCREASES
(DECREASES)
12.0% MAY 1989
10.5 JULY 1990
9.0 JULY 1991
9.5 MARCH 1993
9.5 APRIL 1994
12.0 MAY 1995
4.0 JULY 1996
25.0 Surcharge JULY 1996
20.0 Surcharge FEBRUARY 1998
3.0 FEBRUARY 1998
28.0 JUNE 1999
3.0 SEPTEMBER 2001
15.0 SEPTEMBER 2005
10.0 SEPTEMBER 2006
5.0 SEPTEMBER 2007
City Manager's Recommended Budget FY08 231 City of Bozeman,Montana
US CONSUMER PRICE INDEX
The City uses the Consumer Price index as a general gauge of price inflation.
Consumer Price Index-All Items, Unadjusted, Urban Consumers (CPI-U)
Source: Bureau of Labor Statistics, US Dept of Labor
Calendar Year CPI-U % Change
1996 158.7 -
1997 164.0 1.7%
1998 166.8 1.6%
1999 169.4 2.7%
2000 174.0 3.4%
2001 176.7 1.6%
2002 180.9 2.4%
2003 184.3 1.9%
2004 190.3 3.3%
2005 196.8 3.4%
2006 201.8 2.5%
The City's Living Wage Ordinance bases increase on the CPI-U for Western States.
Consumer Price Index, WESTERN STATES- All Items, Unadjusted, Urban Con-
sumers (CPI-U). Source: Bureau of Labor Statistics, US Dept of Labor
Calendar Year CPI-U Western % Change
1995 153.5 -
1996 157.6 2.7%
1997 161.4 2.4%
1998 164.4 1.9%
1999 168.9 2.7%
2000 174.8 3.5%
2001 181.2 3.7%
2002 184.7 1.9%
2003 188.6 2.1%
2004 193.0 2.3%
2005 198.9 3.1%
City Manager's Recommended Budget FY08 232 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
City Manager's Recommended Budget FY08 233 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
City Manager's Recommended Budget FY08 234 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
City Manager's Recommended Budget FY08 235 City of Bozeman,Montana
CITY OF BOZEMAN
WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
Payment Principal Interest Interest Semi-Annual Principal
Date Payment Rate Payment Payment Balance
December 12, 1995 $3,480,000
June 1,1996 - $82,161 $82,161
December 1, 1996 $245,000 6.500 82,161 327,161 3,235,000
June 1, 1997 74,199 74,199
December 1, 1997 255,000 6.500 74,199 329,199 2,980,000
June 1, 1998 65,911 65,911
December 1, 1998 275,000 4.000 65,911 340,911 2,705,000
June 1, 1999 60,411 60,411
December 1, 1999 285,000 4.100 60,411 345,411 2,420,000
June 1, 2000 54,569 54,569
December 1, 2000 300,000 4.200 54,569 354,569 2,120,000
June 1, 2001 48,269 48,269
December 1, 2001 315,000 4.300 48,269 363,269 1,805,000
June 1, 2002 41,496 41,496
December 1, 2002 330,000 4.400 41,496 371,496 1,475,000
June 1, 2003 34,236 34,236
December 1, 2003 345,000 4.500 34,236 379,236 1,130,000
June 1, 2004 26,474 26,474
December 1, 2004 360,000 4.600 26,474 386,474 770,000
June 1, 2005 18,194 18,194
December 1, 2005 375,000 4.700 18,194 393,194 395,000
June 1, 2006 9,381 9,381
December 1, 2006 395,000 4.750 9,381 404,381 0
TOTALS $3,480,000 $1,030,603 $4,510,603
City Manager's Recommended Budget FY08 236 City of Bozeman, Montana
CITY OF BOZEMAN
LYMAN CREEK WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
Payment Principal Interest Semi-Annual Principal
Date Payment Payment Payment Balance
$615,889
May 23, 1996 $16,360 $17,421 $33,781 599,529
November 23,1996 16,761 14,688 31,450 582,768
May 23, 1997 17,172 14,278 31,450 565,596
November 23,1997 17,593 13,857 31,450 548,003
May 23, 1998 18,024 13,426 31,450 529,980
November 23,1998 18,465 12,985 31,450 511,515
May 23, 1999 18,918 12,532 31,450 492,597
November 23,1999 19,381 12,069 31,450 473,216
May 23, 2000 19,856 11,594 31,450 453,360
November 23,2000 20,342 11,107 31,450 433,018
May 23, 2001 20,841 10,609 31,450 412,177
November 23,2001 21,351 10,098 31,450 390,826
May 23, 2002 21,874 9,575 31,450 368,951
November 23,2002 22,410 9,039 31,450 346,541
May 23, 2003 22,959 8,490 31,450 323,582
November 23,2003 23,522 7,928 31,450 300,060
May 23, 2004 24,098 7,351 31,450 275,962
November 23,2004 24,689 6,761 31,450 251,273
May 23, 2005 25,293 6,156 31,450 225,980
November 23,2005 25,913 5,537 31,450 200,066
May 23, 2006 26,548 4,902 31,450 173,518
November 23,2006 27,198 4,251 31,450 146,320
May 23, 2007 27,865 3,585 31,450 118,455
November 23,2007 28,547 2,902 31,450 89,908
May 23, 2008 29,247 2,203 31,450 60,661
November 23,2008 29,963 1,486 31,450 30,697
May 23, 2009 30,697 752 31,449 0
TOTALS $615,889 $235,583 $851,472
City Manager's Recommended Budget FY08 237 City of Bozeman,Montana
CITY OF BOZEMAN
LYMAN CREEK WATER REVENUE BONDS
DEBT SERVICE SCHEDULE
PHASE 11
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
City Manager's Recommended Budget FY08 238 City of Bozeman,Montana
GLOSSARY OF KEY TERMS
APPROPRIATION Legal authorization granted by City Commission to make expendi-
tures and incur obligations.
ASSESSED VALUATION A value that is established for real and personal property for use as
a basis for levying property taxes. Property values are established
by the Assessor's Office of County.
BOND A written promise to pay a sum of money on a specific date at a
specified interest rate. The most common types of bonds are 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.
BUDGET Plan of financial operation, embodying an estimate of proposed
expenditures for a given period and the proposed means of financ-
ing them. Upon approval by Commission, the appropriation ordi-
nance is the legal basis for incurring expenditures.
BUDGETARY CONTROL The control or management of a government or enterprise in accor-
dance with an approved budget for the purpose of keeping expen-
ditures within the limitations of available appropriations and avail-
able revenues.
BUDGET AMENDMENT A procedure to revise the appropriation ordinance through action
by the City Commission.
CAPITAL BUDGET The Capital Budget reflects the capital improvements that are
funded in the current budget year.
CAPITAL EXPENDITURES 1) The item has a unit cost over$5,000.
2) The item benefits future periods.
3) The item has a normal useful life of 1 year or more.
4) The item has an identity that does not change with use (i.e.,
retains its identity throughout its useful life).
5) The item is identifiable and can be separately accounted
for. Improvements to existing assets are not Capital items.
CAPITAL OUTLAYS Expenditures which result in the acquisition of or addition to fixed
City Managers Recommended Budget FY08 239 City of Bozeman,Montana
assets.
CIP Capital Improvements Program (CIP) is a document separate and
apart from the Annual Operating Budget. Unlike the Capital
Budget, the CIP is a multi-year capital improvements plan that fore-
casts, but does not obligate, future spending for all anticipated
capital projects.
DEBT LIMIT The maximum amount of gross or net debt which is legally permit-
ted.
DEBT SERVICE Payment of principal and interest related to long term debt.
DEBT SERVICE FUND A fund established to account for the accumulation of resources
for, and the payment of, general long-term debt principal and inter-
est.
DEPRECIATION Expiration in the service life of fixed assets, attributable to wear and
tear, deterioration, action of physical elements, inadequacy, and
obsolescence.
ENTERPRISE FUND A fund established to account for operations that are financed and
operated in a manner similar to private business enterprises -
where the intent of the governing body is that the costs (expenses,
including depreciation) of providing goods or services to the gen-
eral public on a continuing basis be financed or recovered primarily
through user charges.
EXPENDITURES Decreases in net financial resources.
FISCAL YEAR The time period signifying the beginning and ending period for re-
cording financial transactions. The city's fiscal year begins on July
1 and ends on June 30 of each year.
FTE Full-Time Equivalent(FTE). The yearly personnel hours worked by
a position divided by the total available work hours for a full year
(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 Fund balance is defined as current assets minus current liabilities
in a governmental fund.
GENERAL FUND The fund used to account for all financial resources except those
required to be accounted for in another fund.
City Manager's Recommended Budget FY08 240 City of Bozeman,Montana
GENERAL OBLIGATION Bonds for the payment of which the full faith and credit of the issu-
ing government are pledged.
INTERNAL SERVICE FUND A fund used to account for the financing of goods or services pro-
vided by one department or agency to other departments on a cost
-reimbursement basis.
LEASE-PURCHASE Contractual agreements which are termed AGREEMENTS
"leases", but which in substance amount to purchase contracts for
equipment and machinery.
LEVY (Verb) To impose taxes, special assessments, or service charges
for the support of governmental activities. (Noun) The total
amount of taxes, special assessments, or service charges imposed
by a government.
LONG-TERM DEBT Debt with a maturity of more than one year after the date of issu-
ance.
MILL LEVY Rate applied to Assessed Valuation to determine property taxes. A
mill is 1/10th of a penny, or $1.00 of tax for each $1,000 of as-
sessed valuation.
OBJECT As used in expenditure classification, this term applies to the article
purchased or the service obtained (as distinguished from the re-
sults obtained from expenditures). Examples are personnel ser-
vices, contracted services, and supplies and materials.
OPERATING BUDGET The portion of the budget that pertains to daily operations that pro-
vide basic governmental services. The operating budget contains
appropriations for such expenditures as personnel, supplies, utili-
ties, materials, and services.
PERSONNEL SERVICES Items of expenditures in the operating budget for salaries and
wages paid for services performed by City employees, as well as
the incidental fringe benefit costs.
SPECIAL REVENUE FUND A fund used to account for the proceeds of specific revenue sources
(other than special assessments, expendable trusts, or of major
capital projects) that are legally restricted to expenditure for speci-
fied purposes.
TAXES Compulsory charges levied by a government for the purpose of
financing services performed for the common benefit.
USER CHARGES OR FEES The payment of a fee for direct receipt of a public service by the
party benefiting from the service.
City Manager's Recommended Budget FY08 241 City of Bozeman,Montana