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2014 Annual Budget, Volume 12014 Annual Budget Volume I C ity of Bou lder, C olorado 2014 Annual Budget-Volume I iv The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to City of Boulder, Colorado for its annual budget for the fiscal year beginning January 1, 2013. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. v [This page is intentionally blank.] vi vii City of Boulder 2014 Annual Budget Mayor ..................................................................... Matthew Appelbaum Mayor Pro Tem ...................................................................... Lisa Morzel Council Members ................................................................ Suzy Ageton (outgoing council member) KC Becker (outgoing council member) Macon Cowles Suzanne Jones George Karakehian (incoming Mayor Pro Tem) Tim Plass Andrew Shoemaker (incoming council member as of November 19, 2013) Sam Weaver (incoming council member as of November 19, 2013) Ken Wilson (outgoing council member) Mary Young (incoming council member as of November 19, 2013) viii City of Boulder Staff City Manager .............................................................................................. Jane S. Brautigam Deputy City Manager ........................................................................................................ Paul J. Fetherston City Attorney ....................................................................................................................................... Tom Carr Municipal Judge ....................................................................................................................... Linda P. Cooke Chief Financial Officer .................................................................................................................. Bob Eichem Director of Public Works for Utilities ............................................................................. Jeffrey M. Arthur Police Chief ............................................................................................................................. Mark R. Beckner Executive Director of Energy Strategy and Electric Utility Development ............. Heather Bailey Fire Chief ....................................................................................................................................... Larry Donner Executive Director of Community Planning and Sustainability................................... David Driskell Director of Labor Relations ..................................................................................................... Eileen Gomez Director of Information Technology ........................................................................................... Don Ingle Director of Parks and Recreation ....................................................................................... Kirk Kincannon Director of Support Services/City Clerk ............................................................................. Alisa D. Lewis Interim Director of Library and Arts ................................................................................. Maureen F. Rait Director of Open Space and Mountain Parks .................................................................. Michael Patton Director of Fiscal Services ...................................................................................................... Cheryl Pattelli Director of Human Services ........................................................................................................ Karen Rahn Executive Director of Public Works .................................................................................. Maureen F. Rait Municipal Court Administrator .......................................................................................... Lynne Reynolds Director of Communications ................................................................Patrick Von Keyserling Interim Director of Human Resources ..................................................... Mary Ann Weideman Director of Public Works for Transportation ..................................................................... Tracy Winfree Director of Downtown University Hill Mgmt Division/Parking Services ...................... Molly Winter Acting Housing Division Manager ............................................................................................. Jeff Yegian ix City of Boulder Budget Staff Team Budget Manager ................................................................................................. Peggy Bunzli Budget Analyst ............................................................................................. Elena Lazarevska Budget Analyst ................................................................................................... David Mallett Public Works - Utilities ............................................................................................ Ken Baird City Attorney’s Office .......................................................................................... Lynette Beck Public Works - Transportation .......................................................................... James Clanton Municipal Court ....................................................................................................... Jean Grill Community Planning and Sustainability ............................................................. Trish Jimenez Downtown University Hill Mgmt Division/Parking Services .................................. Donna Jobert Energy Strategy and Electric Utility Development ................................................... Heidi Joyce Public Works - Development and Support Services ............................................... John Frazer City Manager’s Office ............................................................................................. Ann Large Information Technology ....................................................................................... Beth Lemur Human Services ................................................................................................. Barbara Long Open Space and Mountain Parks .......................................................................... Mike Orosel Police ............................................................................................................. Bridget Pankow Parks and Recreation .................................................................................. Abbie Poniatowski Human Resources ................................................................................................ Denise Noe Fire .................................................................................................................... Frank Young x Title Page ...................................................................................................................... iii GFOA Budget Award ...................................................................................................... v City Council .................................................................................................................. vii City of Boulder Staff ..................................................................................................... viii Table of Contents ........................................................................................................... x List of Figures and Tables............................................................................................. xii How to Use this Document ......................................................................................... xvii CITY MANAGER’S BUDGET MESSAGE 2014 Budget Message ............................................................................................ 1 Attachment A: Proposed Reallocations .................................................................... 7 Attachment B: Significant Changes Between 2013 and 2014 Budget........................ 9 Attachment C: 2014 Significant Budget Changes by Fund, One Time, and Ongoing ........................................................................................ 17 STRATEGY AND PRIORITIES Strategic Planning ................................................................................................. 25 Priority Based Budgeting Results and Attributes .................................................... 31 Budget Allocation by PBB Quartile ......................................................................... 35 Priority Based Budgeting Programs by Quartile...................................................... 37 Priority Based Budgeting Results and Definitions .................................................. 42 CITYWIDE CONTEXT AND BUDGET PROCESS General City Information ....................................................................................... 43 Organizational Chart ............................................................................................ 46 Budget Philosophy and Process ............................................................................. 47 BUDGET POLICIES Citywide Financial and Management Policies ......................................................... 59 Reserve Policies by Fund ...................................................................................... 67 SOURCES, USES, AND DEBT SERVICE Citywide Summaries ............................................................................................. 79 Citywide Sources .................................................................................................. 83 Citywide Uses ....................................................................................................... 97 Citywide Debt Service ......................................................................................... 111 2014 ANNUAL BUDGET TABLE OF CONTENTS xi DEPARTMENT OVERVIEWS City Attorney’s Office ......................................................................................... 121 City Council ........................................................................................................ 125 City Manager’s Office ........................................................................................ 129 Community Planning and Sustainability ............................................................. 139 Downtown and University Hill Management Division / Parking Services ............... 147 Energy Strategy and Electric Utility Development ................................................. 153 Finance .............................................................................................................. 157 Fire .................................................................................................................... 163 Housing ............................................................................................................. 167 Human Resources .............................................................................................. 171 Human Services ................................................................................................. 177 Information Technology ..................................................................................... 181 Library and Arts ................................................................................................. 187 Municipal Court ................................................................................................. 193 Open Space and Mountain Parks ......................................................................... 197 Parks and Recreation ......................................................................................... 203 Police ................................................................................................................ 209 Public Works ....................................................................................................... 213 Development and Support Services ............................................................. 217 Transportation ............................................................................................ 223 Utilities ....................................................................................................... 229 FUND FINANCIALS Fund Financials ................................................................................................... 235 FEES, RATES, AND CHARGES Overview ............................................................................................................ 287 Downtown and University Hill Management Division / Parking Services ............... 288 Finance ............................................................................................................... 289 Public Works Development and Support Services ............................................................. 291 Utilities ....................................................................................................... 293 ORDINANCE Certificate of Authenticity ................................................................................... 297 Ordinance .......................................................................................................... 298 2014 ANNUAL BUDGET TABLE OF CONTENTS xii CITY MANAGER’S MESSAGE Table 1-01: General Fund Revenues 2008-2014 .................................................... 2 Figure 1-01: Facilities Maintenance Backlog ........................................................... 5 STRATEGY AND PRIORITIES Figure 2-01: Planning and Finance Policy Structure in Boulder, Colorado ............ 28 Figure 2-02: Budget Allocations for 2014 in PBB Terms ...................................... 29 Table 2-01: Proportion of Funding by PBB Quartile ............................................ 29 Figure 2-03: 2014 Budget Allocations by PBB Quartile, All City Programs ............ 35 Figure 2-04: 2014 Budget Allocations by PBB Quartile for Community Programs ........................................................................................ 36 Figure 2-05: 2014 Budget Allocations by PBB Quartile for Governance Programs ........................................................................................ 36 CITYWIDE CONTEXT AND BUDGET PROCESS Figure 3-01: Organizational Chart ...................................................................... 46 Figure 3-02: Schedule of Budget Process by Month ............................................. 49 SOURCES AND USES Figure 5-01: 2014 Annual Budget ...................................................................... 79 Table 5-01: Funds Summary .............................................................................. 81 Figure 5-02: Citywide Revenues (Sources) for 2014 ............................................ 83 Figure 5-03: Citywide Revenues (Sources) for 2014, without Utilities .................. 84 Table 5-02: Composition of City the Sales Tax Rate for 2014 ............................ 85 Figure 5-04: Sales Tax Revenues 2008-2014...................................................... 86 Table 5-03: Property Tax Rates for 2014 ........................................................... 87 Figure 5-05: Property Tax Revenues 2008-2014 ................................................ 88 Figure 5-06: General Fund Revenues (Sources) for 2014 ..................................... 89 Table 5-04: Summary of Revenues (Sources) by Fund ........................................ 90 Figure 5-07: Citywide Expenditures (Uses) for 2014 ........................................... 97 Figure 5-08: Citywide Expenditures (Uses) for 2014, without Utilities ................. 98 Table 5-05: Summary of Key Assumptions ........................................................ 99 Figure 5-09: Staffing Levels: Standard FTEs 2007-2014 ...................................... 99 Table 5-06: Staffing Levels by Department ...................................................... 100 Figure 5-10: General Fund Expenditures (Uses) for 2014 .................................. 101 Table 5-07: Summary of Expenditures (Uses) by Fund ..................................... 102 Table 5-08: Summary of Transfers by Originating Fund ................................... 107 2014 ANNUAL BUDGET LIST OF FIGURES AND TABLES xiii DEBT SERVICE Table 5-09: 2013-2019 Debt Service……... ........................................................ 112 Table 5-10: 2014 Lease-Purchase Obligations ................................................... 116 Table 5-11: Combined Schedule of Long-Term Debt .......................................... 117 Table 5-12: Computation of Legal Debt Margin for the Last Ten Years ............... 119 DEPARTMENT OVERVIEWS City Attorney’s Office Table 6-01: Summary Budget .......................................................................... 122 Table 6-02: Significant Changes Between 2013 and 2014 Budget .................... 123 Table 6-03: Department Detail Page ................................................................ 124 City Council Table 6-04: Summary Budget ............................................................................ 126 Table 6-05: Department Detail Page ................................................................. 128 City Manager’s Office Table 6-06: Summary Budget ............................................................................ 130 Table 6-07: Significant Changes Between 2013 and 2014 ................................. 133 Table 6-08: Department Detail Page ................................................................. 134 Table 6-09: City Manager’s Contingency Department Detail Page ..................... 135 Table 6-10: Non-Departmental Contracts, Citywide Memberships, and Citywide Programs Department Detail Page .................................... 136 Community Planning and Sustainability Table 6-11: Summary Budget ............................................................................ 141 Table 6-12: Significant Changes Between 2013 and 2014 ................................. 144 Table 6-13: Department Detail Page ................................................................. 145 Downtown and University Hill Management Division / Parking Services Table 6-14: Summary Budget ............................................................................ 148 Table 6-15: Significant Changes Between 2013 and 2014 Budget ..................... 149 Table 6-16: Department Detail Page ................................................................. 150 Energy Strategy and Electric Utility Development Table 6-17: Summary Budget ............................................................................ 153 Table 6-18: Significant Changes Between 2013 and 2014 Budget ..................... 155 Table 6-19: Department Detail Page ................................................................. 155 Finance Table 6-20: Summary Budget ............................................................................ 158 2014 ANNUAL BUDGET LIST OF FIGURES AND TABLES xiv Table 6-21: Significant Changes Between 2013 and 2014 Budget ..................... 160 Table 6-22: Department Detail Page ................................................................. 161 Fire Table 6-23: Summary Budget ............................................................................ 164 Table 6-24: Significant Changes Between 2013 and 2014 Budget ..................... 165 Table 6-25: Department Detail Page ................................................................. 166 Housing Table 6-26: Summary Budget ............................................................................ 168 Table 6-27: Significant Changes Between 2013 and 2014 Budget ..................... 169 Table 6-28: Department Detail Page ................................................................. 170 Human Resources Table 6-29: Summary Budget ............................................................................ 173 Table 6-30: Significant Changes Between 2013 and 2014 Budget ..................... 174 Table 6-31: Department Detail Page ................................................................. 175 Human Services Table 6-32: Summary Budget ............................................................................ 178 Table 6-33: Significant Changes Between 2013 and 2014 Budget ..................... 179 Table 6-34: Department Detail Page ................................................................. 180 Information Technology Table 6-35: Summary Budget ............................................................................ 182 Table 6-36: Significant Changes between 2013 and 2014 Budget ..................... 185 Table 6-37: Department Detail Page ................................................................. 186 Library and Arts Table 6-38: Summary Budget ............................................................................ 189 Table 6-39: Significant Changes between 2013 and 2014 Budget ..................... 190 Table 6-40: Department Detail Page ................................................................. 191 Municipal Court Table 6-41: Summary Budget ............................................................................ 194 Table 6-42: Significant Changes Between 2013 and 2014 Budget ..................... 195 Table 6-43: Department Detail Page ................................................................. 196 Open Space and Mountain Parks Table 6-44: Summary Budget ............................................................................ 198 Table 6-45: Significant Changes Between 2013 and 2014 Budget ..................... 200 Table 6-46: Department Detail Page ................................................................. 201 Parks and Recreation Table 6-47: Summary Budget ............................................................................ 204 2014 ANNUAL BUDGET LIST OF FIGURES AND TABLES xv Table 6-48: Significant Changes Between 2013 and 2014 Budget ..................... 205 Table 6-49: Department Detail Page ................................................................. 206 Police Table 6-50: Summary Budget ............................................................................ 210 Table 6-51: Significant Changes Between 2013 and 2014 Budget ..................... 211 Table 6-52: Department Detail Page ................................................................ 212 Public Works Table 6-53: Summary Budget ............................................................................ 213 Table 6-54: Department Detail Page ................................................................. 215 Public Works-Development and Support Services Division Table 6-55: Summary Budget ............................................................................ 218 Table 6-56: Significant Changes Between 2013 and 2014 Budget ..................... 220 Table 6-57: Department Detail Page ................................................................. 221 Public Works-Transportation Division Table 6-58: Summary Budget ............................................................................ 224 Table 6-59: Changes Between 2013 and 2014 Budget ...................................... 226 Table 6-60: Department Detail Page ................................................................. 227 Utilities Division Table 6-61: Summary Budget ............................................................................ 230 Table 6-62: Significant Changes Between 2013 and 2014 Budget ..................... 232 Table 6-63: Department Detail Page ................................................................. 233 FUND FINANCIALS Table 7-01: General Fund ................................................................................. 236 Table 7-02: .25 Cent Sales Tax Fund ................................................................ 242 Table 7-03: Affordable Housing Fund ............................................................... 243 Table 7-04: Airport Fund .................................................................................. 244 Table 7-05: Boulder Junction Access District (GID)-TDM Fund ........................... 245 Table 7-06: Boulder Junction Access District (GID)-Parking Fund ...................... 246 Table 7-07: Boulder Junction Improvement Fund .............................................. 247 Table 7-08: Capital Development Fund ............................................................. 248 Table 7-09: 2011 Capital Improvement Bond Fund ........................................... 249 Table 7-10: Climate Action Plan Fund ............................................................... 250 Table 7-11: Community Development Block Grant Fund ................................... 251 Table 7-12: Community Housing Assistance Program Fund .............................. 252 Table 7-13: Compensated Absences Fund ........................................................ 253 Table 7-14: Computer Replacement Fund ......................................................... 254 2014 ANNUAL BUDGET LIST OF FIGURES AND TABLES xvi 2014 ANNUAL BUDGET LIST OF FIGURES AND TABLES Table 7-15: Downtown Commercial District Fund ............................................. 256 Table 7-16: Equipment Replacement Fund ........................................................ 258 Table 7-17: Facility Renovation and Replacement Fund ..................................... 259 Table 7-18: Fleet Operations Fund .................................................................... 260 Table 7-19: Fleet Replacement Fund ................................................................. 261 Table 7-20: Home Investment Partnership Grant Fund ..................................... 262 Table 7-21: Library Fund .................................................................................. 263 Table 7-22: Lottery Fund .................................................................................. 264 Table 7-23: Open Space Fund ........................................................................... 266 Table 7-24: Permanent Parks and Recreation Fund ............................................ 268 Table 7-25: Planning and Development Services Fund ....................................... 269 Table 7-26: Property and Causality Fund ........................................................... 270 Table 7-27: Recreation Activity Fund ................................................................. 271 Table 7-28: Stormwater and Flood Management Utility Fund ............................. 272 Table 7-29: Telecommunications Fund ............................................................. 274 Table 7-30: Transit Pass General Improvement District Fund ............................ 275 Table 7-31: Transportation Fund ...................................................................... 276 Table 7-32: Transportation Development Fund ................................................. 278 Table 7-33: University Hill Commercial District Fund ........................................ 279 Table 7-34: Wastewater Utility Fund .................................................................. 280 Table 7-35: Water Utility Fund .......................................................................... 282 Table 7-36: Workers Compensation Fund ......................................................... 285 FEES, RATES, AND CHARGES Table 8-01: DUHMD Fee Impacts in 2014 .......................................................... 289 Table 8-02: Finance Fee Impacts in 2014 .......................................................... 291 Table 8-03: Planning and Development Services Fee Impacts in 2014 ............... 292 Table 8-04: Sample Utility Bill Impacts in 2014 ................................................. 294 Table 8-05: Utility Specific Charge Impacts in 2014 .......................................... 294 Table 8-06: Plant Investment Fee Impacts in 2014 ............................................ 295 Table 8-07: Citywide Revenue Impacts in 2014 ................................................. 296 xvii 2014 ANNUAL BUDGET HOW TO USE THIS DOCUMENT The City of Boulder’s 2014 Budget contains a detailed description of how the city plans to invest available resources in city operations in 2014. Included in this description is information on how the city organization is structured, explanations of how decisions for allocations are guided, de- tails of the major goals and accomplishments for the city and its departments, projections for revenues and expenditures for 2013 through 2019, and historic data for revenues and expendi- tures prior to 2013. Document Organization The 2014 Budget has eight main parts:  City Manager’s Budget Message  Strategy and Priorities  City Context and Budget Process  Budget Policies  Sources, Uses and Debt Service  Department Overviews  Fund Financials  Fees, Rates, and Charges City Manager’s Budget Message The City Manager’s Budget Message is a transmittal letter from Boulder’s City Manager to Boul- der’s City Council and residents that summarizes the contents of the 2014 Budget. The transmittal letter includes attachments that detail variances between the 2014 operating budget and the 2013 operating budget. Strategy and Priorities The Strategy and Priorities section explains the long-range financial planning strategies of the city of Boulder and describes the city’s use of Priority Based Budgeting (PBB). This section includes an attachment listing all of the city’s programs by PBB quartile. City Context and Budget Process The City Context and Budget Process section provides a general overview of the City of Boulder including its history, describes the organization of city operations, explains the city’s annual budget process, details the city’s accounting system and fund structure, and defines key financial terms. Budget Policies The Budget Policies section provides an extensive listing of the citywide financial and management policies that guide city budgeting, including a listing, by fund, of reserve policies. xviii 2014 ANNUAL BUDGET HOW TO USE THIS DOCUMENT Sources, Uses and Debt Service The Sources, Uses and Debt Service section contains summary information of the 2014 Annual Budget, projected revenues and budgeted expenditures. It shows all anticipated revenues (sources) by type and fund, provides information on tax rates, shows budgeted expenditures (uses) by fund, and lists all interfund transfers. The debt section lists the debt service payments from 2013 to 2019, provides a combined schedule of long-term debt and provides computation of the legal debt margin for the last ten years. Department Overviews The Department Overviews section describes the operational structure and function, 2013 accom- plishments, and 2014 key initiatives for each of the city’s departments. It includes details on sig- nificant changes between the 2013 and 2014 budgets, as well as the detailed budget, by PBB pro- gram, for each department. Fund Financials The Fund Financials section provides tables detailing the sources and uses of the city’s funds, for 2012 actual, 2013 revised, 2014 approved and 2015 –2019 projected amounts. Fees, Rates, and Charges The Fees, Rates, and Charges section summarizes by department adjustments to city fees that are proposed to take effect on January 1, 2014 and how the adjusted fee amounts would affect reve- nue. 1 Dear Members of City Council and Residents of Boulder, I am pleased to present to you the City Manager’s 2014 Recommended Budget for review and consideration. This budget was developed in accordance with the City Charter, city financial management policies and guidelines, and City Council's adopted goals. This budget continues to recognize the national economic conditions that demand conservative approaches to managing expenses, while providing a balance between maintaining existing high-quality programs, services and infrastructure, and funding enhancements and new initiatives, to best meet the priorities of the Boulder community. The budget is a financial document that defines the fiscal parameters of the coming year. It is a guide to allocation of resources in support of community goals, and it is a tool for strategic alignment of short- and long-term financial objectives. As a part of the process for building the 2014 Recommended Budget, city staff took a multi-year strategic approach, as well as applying the principles of Priority Based Budgeting. The result of this approach was a focus on strengthening core city services and operations, such as public safety and facility maintenance, as well as providing funding for key council initiatives and investing in the future, such as support for Civic Area planning and accelerating the implementation of the West Trail Study Area. The City of Boulder continues to face funding challenges from the diminished purchasing power of the dollar over the past decade, and the changing economic landscape has forced us to re - examine best practices for a long-term sustainable government. One such best practice is maintaining the appropriate reserve level. Each year, the budget process includes evaluation of reserve levels to ensure that sufficient fund balances are available to provide necessary funding for unanticipated needs, including emergencies, and to ensure continued long -term stability. In 2013, the City Manager’s Recommended Budget included an increase from a 10 percent to 15 percent fund balance in the General Fund, for three years, to ensure stability during a period of uncertain economic conditions. Best practices support a reserve level equivalent to 45 to 90 days of operating expenses. To be aligned with this, the 2014 Recommended Budget extends the 15 percent reserve level, which represents approximately 55 days, to ongoing out years. This level is further enhanced by the city’s financial policies that provide the ability to access its internal service fund balances in the case of a large scale disaster or emergency. Maintaining strong financial policies in regards to fund balances has helped the City of Boulder achieve AAA rating for general obligation bonds issued by the city. City of Boulder Office of the City Manager 2 The 2014 economic outlook is improved over the past several years, and city staff project continued modest revenue growth over the coming years. The current health of the city is reflected in its tax revenue collections and the community’s employment level. Boulder’s unemployment rate as of June 2013 is 5.4 percent, down 0.8 percent from the previous year. This indicates that Boulder’s local economy continues to improve, even if slowly. Sales and use tax collections were up 5.1 percent through June 2013, compared to collections through June 2012. With approximately 1.5 percent of this increase due to one -time revenues from business-to- business sales that do not recur on an annual basis, the 2013 revenues are on target with projections. City staff project a 3.5 percent increase in sales and use tax revenues for 2014. The table below shows General Fund revenue collections compared to budget projections since 2008. The revised budget projections are the linchpin for preparing the recommended budget. They drive expenditures that can be recommended for the remainder of the year in progress, and the upcoming year. If the projections are too optimistic and actual revenue falls short, cuts must be made in the budget. If the projections are too conservative, vital programs and services may be recommended for reduction unnecessarily, or not included in budget recommendations. Table 1-01: General Fund Revenues 2008-2014 (in $1,000s) As the nation began to recover from the 2008 Great Recession, chronic economic uncertainty and the possibility of a double dip recession led the city to remain cautious in its 2011 revenue projections. Revenues in 2011 and 2012 came in above projections, though much of the excess revenues came from one-time, non-recurring collections. Subsequent budgets have taken into account the availability of these one-time dollars, and future projections have been based on actual ongoing revenue collections. The financial policy of using one-time revenue only for one- time expenditures has served the city well during and since the last recession. The 2012 independent financial audit of the city confirmed that the city is in sound financial condition. Despite revenue growth, the cost of doing business continues to outpace that growth. Budget pressures include: the cost of materials to maintain city streets, rising health care costs for employees, increased demand for public services, and new initiatives important to Boulder’s future. Through our organization’s collaborative approach to budgeting and service delivery, I am pleased to say that city departments have come together to identify funds that could be applied to greater community needs. The 2014 Recommended Budget balances the use of new revenues City Manager’s Message Projected Proposed 2008 2009 2010 2011 2012 2013 2014 Revised Budget $93,907 $104,611 $107,908 $100,312 $110,424 $112,516 $115,046 Actuals $92,855 $104,387 $107,928 $103,112 $111,969 3 along with proposed reallocations to address these pressures and to achieve the highest community outcomes. For example, the Human Services Department, focusing on the community impact of its funding dollars, determined that it provides greater funding to certain programs as compared to other partner organizations and identified services that are better provided by third -party organizations. Department leadership identified resources that could be reallocated to priority General Fund needs. Similarly, Parks and Recreation identified opportunities for improved efficiencies and outsourcing, recommending funds that could be reallocated to the General Fund. In total seven departments were able to identify more than $1.1 million of General Fund allocations for realignment to higher priority programs and services. A list of these reallocations is provided in Attachment A. As a result, projected 2014 General Fund expenditures will be held to a 3.3 percent increase. The total annual operating budget of $269,495,241, across all funds, represents a 5.8 percent increase in spending over 2013. Of this, $9 million, or 3.4 percent, represents increased capital spending over 2013. This increase in one-time spending reflects focused savings, dollars that have been set aside in funds such as the utilities funds over several years and includes significant leveraged funding. 2014 Recommended Budget highlights include: Public Safety In an effort to reduce crime and improve community safety, the Recommended Budget includes funding for two new police officers and a new police commander . This is part of the Police Department’s long-term plan to hire eight new officers and strengthen overall service and accountability to the public. The Fire Department will also receive a significant investment for operations and maintenance at the Wildland Fire Training Center, replacement of outdated masks for self-contained breathing systems for firefighters, and ongoing contributions to the fire equipment replacement fund, to help bring replacement funding in line with industry standards. Community Investment The Recommended Budget provides for a fixed-term employee to manage the next phase of the council-approved Civic Area Plan, allowing city planners to re-focus on the city’s long-range planning needs and meet the current service demands of the department. Funding is included in the Recommended Budget to establish, on a pilot basis, a North Boulder Public Library station beginning in 2014. The proposed North Boulder Library Station is located at the corner of Yarmouth and North Broadway, in a 570-square-foot storefront, owned and offered by Boulder Housing Partners. The Library Station service model is designed to meet the immediate City Manager’s Message 4 and targeted library needs of the North Boulder community. Community input indicates that there is high interest in and enthusiasm for the following services and programs at the proposed North Boulder Library Station: materials return and holds pick -up; public access computers and WiFi; popular materials including bestsellers, DVD’s and children’s books; storytime programs, and art exhibit space. The proposed hours of operation include a range of weekend, evening, morning and afternoon hours, designed to meet the needs of the area’s residents, and in addition to city staffing, the proposed Library Station also would utilize community volunteers. The 2014 Recommended Budget includes additional funding for the Economic Vitality Program. This provides the necessary funds for the city to continue to sponsor critical nonprofit and business organizations that supplement the city’s business services and support innovation and entrepreneurship in Boulder. The funding also supports the city’s consulting contract with the Boulder Economic Council, which provides third-party services including the annual return on investment analysis of the flexible rebate program, data development and support, business retention, and specific projects like the economic sustainability strategy. Boulder’s building and construction activity is an important indicator of economic vitality. In recent years, the volume and complexity of building permit applications increased significantly, a trend that has continued in 2013. The Recommended Budget provides funding for a fixed -term employee to process updates to the development code, and to support this economic sector. Taking Care of Existing Assets An additional priority for funding in 2014 and beyond is the growing backlog of city facility maintenance projects. The maintenance backlog is projected to increase from the current level of $9.3 million to $15 million by the end of 2020. The backlog has grown despite Round 1 Capital Investment Strategy bond funding and Energy Performance Contract energy efficiency improvements, due to additional deficiencies identified through the Civic Area Master Planning process and energy monitoring of facilities. The graph below illustrates the backlog and impact of 2014 proposed one-time and ongoing funding. Proposed one-time funding in 2014 plus additional ongoing funding beginning in 2014 would reduce the projected 2014 backlog to $8.5 million, compared to the current $9.3 million backlog. Impacts of ongoing funding proposed would help slow the growth of the backlog and would reduce the projected 2019 level from $14.9 million to $11.5 million. More will need to be done over time and in future budgets to address this ongoing gap. City Manager’s Message 5 Figure 1-01: Facilities and Maintenance Backlog 2013-2019 (in $1,000s) Through dedicated transportation taxes, $740,000 is proposed for investment in prioritized, tiered increases in system maintenance, operations and safety, including removal of snow and ice from city streets and paths, and maintenance of transportation infrastructure. A complete list of new funding initiatives for 2014 is included in Attachment B (listed by department) and Attachment C (listed by fund). The 2014 Recommended Budget focuses on strengthening high -priority government services, invests in maintaining and repairing the city’s existing assets, and funds key initiatives and council goals. The budget also maintains sufficient fund reserves to ensure continuity of services during an economic downturn. While Boulder is in a better position than many of its peer cities, the long-term sustainability of the city requires a strategic approach to new spending and a re - alignment of the budget to meet community priorities and increasing demands for service. Our organization’s collaborative approach ensures that the city will maintain an efficient, effective and transparent government that delivers the highest outcomes as identified by the Boulder community. $- $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 2013 2014 2015 2016 2017 2018 2019 Backlog Trend -Current Funding Backlog Trend -Proposed Funding 2013 Estimated Backlog $9.3 Million City Manager’s Message 6 Boulder’s revenues and expenditures will be closely monitored throughout 2014, and department budgets will continue to be reviewed and analyzed to better identify potential savings and improved efficiencies in how services are delivered. The leadership team and I are committed to meeting the goals of City Council and to ensuring that high -quality services remain a community hallmark. The 2014 Recommended Budget allocates resources, recognizing these commitments, while exercising strong fiscal responsibility to the community. Respectfully submitted, Jane S. Brautigam City Manager City Manager’s Message 7 City of Boulder ATTACHMENT A PROPOSED REALLOCATIONS 8 Attachment A2014 CITYWIDE BUDGET REALLOCATIONS AND SAVINGSDept.ItemAmountReallocation DescriptionCommunity Planning and SustainabilityReduce General Fund allocation to Community Planning and Sustainability on a fixed-term basis $ (540,567) The Planning and Development Services Fund will cover costs, for two years, of positions previously budgeted in the General Fund in the Community Planning and Sustainability Department (CP&S). These include: the Economic Vitality Coordinator and associated NPE; the Deputy Director of CP&S and associated NPE; consulting services; and a 0.5FTE Planner and associated NPE. This is proposed as a two year, fixed-term reallocation only, at this time.FinanceGeneral Fund Cost Savings (121,240) Analysis of the Compensated Absences liability coverage fund resulted in the determination that the current practice of contributing 1% of General Fund payroll amounts to the fund provides sufficient long-term liability coverage. The historical, additional General Fund transfer of $121,240 annually is not needed. This is an ongoing reallocation.HousingReduce General Fund transfer to the Affordable Housing Fund (84,663) Given current dedicated funding source levels in Housing, a reduction in the General Fund transfer to Affordable Housing Fund is proposed, for reallocation. This is an ongoing reallocation.Human ServicesGeneral Fund Cost Savings (100,000) In an effort to have greater equity between funding partners, the city and County have agreed to an increase in the County's share of funding for the Substance Abuse Prevention Program. This has resulted in cost savings to the city. This is an ongoing reallocation.Library and ArtsGeneral Fund Cost Savings (37,700) The General Fund allocation to the Arts Division has included funds for repayment of the Dairy Center mortgage. The final payment has been made in 2013. This funding is not needed in 2014 and beyond. This is an ongoing reallocation.Parks and RecreationReduce General Fund transfer to the Recreation Activity Fund (150,000) Parks and Rec is implementing programmatic changes that would enable this reduction. The changes include Class system reorganization, outsourcing of the Dance program, Pottery lab, and potentially Gymnastics; as well as a shift of programs to be covered by the .25 cent sales tax fund. This is an ongoing reallocation.Parks and RecreationReduce General Fund allocation to Parks and Recreation (42,547) The General Fund allocation to the Parks and Recreation Department has historically included funding for a 0.5 FTE volunteer coordinator position. This position will be consolidated by the .25 Cent Sales Tax Fund going forward. This is an ongoing reallocation.Public Works-TransportationReduce General Fund allocation to Transportation (67,000) The General Fund allocation to the Transportation Division has historically included funds to help cover on street lighting costs. These costs will be covered by the Transportation Fund going forward. This is an ongoing reallocation.Total Reallocations(1,143,718) $ 9 City of Boulder ATTACHMENT B SIGNIFICANT CHANGES BETWEEN 2013 AND 2014 BUDGET 10 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangeCITY ATTORNEY OFFICEAdditional Paralegal $ - $ 34,415 $ 34,415 0.000.500.50 Additional Paralegal $ - $ 6,883 $ 6,883 0.000.100.10 Additional Paralegal $ - $ 6,883 $ 6,883 0.000.100.10 Additional Paralegal $ - $ 20,649 $ 20,649 0.000.300.30 Total Changes, City Attorney's Office68,830 $ 1.00CITY MANAGER'S OFFICEGranicus Web Streaming $ - $ 7,500 $ 7,500 0.000.000.00 Total Changes, City Manager's Office7,500 $ 0.00NON DEPARTMENTAL/CITYWIDE*Boulder History Museum Economic Impact Study $ - $ 25,000 $ 25,000 0.000.000.00 Colorado Communications and Utility Alliance - 6,000 6,000 0.000.000.00 Cyber Café Repayment of Loan to Private Note Holders - 269,083 269,083 0.000.000.00 Ironman - 63,000 63,000 0.000.000.00 Negotiations Support 46,393 86,393 40,000 0.000.000.00 Procycle - 150,000 150,000 0.000.000.00 Total Changes Non Departmental553,083 $ 0.00* Non Departmental details are included in the City Manager's Office department overview section of the Budget documentGENERAL FUNDGENERAL FUNDGENERAL FUNDWATER UTILITY FUNDSTORMWATER / FLOOD MANAGEMENT UTILITY FUNDWASTEWATER UTILITY FUND 11 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangeCOMMUNITY PLANNING AND SUSTAINABILITYGENERAL FUND (TRASH TAX REALLOCATION)Sustainability Communications Specialist I $ 44,000 $ 44,000 $ - 0.00 0.50 0.50 CLIMATE ACTION PLAN FUNDSustainability Communications Specialist I $ 44,000 $ 44,000 $ - 0.00 0.50 0.50 PLANNING AND DEVELOPMENT SERVICES FUNDBoulder Civic Area Implementation $ - $ 210,000 $ 210,000 0.00 1.00 1.00 Business Liaison - 88,000 88,000 0.00 1.00 1.00 Comprehensive Planning Planner I - 40,000 40,000 0.00 0.50 0.50 Development Code Updates Staffing - 70,000 70,000 0.00 1.00 1.00 Development Review 53,243 61,243 8,000 0.87 1.00 0.13 Economic Vitality Program Operating Budget - 30,000 30,000 0.00 0.00 0.00 Interns for Comprehensive Planning, Historic Preservation, Economic Vitality - 54,000 54,000 0.00 0.00 0.00 LandLink Development and Information Tracking System Replacement project - 59,840 59,840 0.000.680.68 Total Changes, Community Planning and Sustainability559,840 $ 5.31DOWNTOWN AND UNIVERSITY HILL MANAGEMENT DIVISION / PARKING SERVICESGENERAL FUNDBoulder Junction Meters and Pay Stations for On-street Parking $ - $ 5,000 $ 5,000 0.00 0.00 0.00 Downtown Facilities Repair and Replacement (ongoing as of 2014) 125,000 125,000 - 0.00 0.00 0.00 Eco Passes - 50,000 50,000 0.00 0.00 0.00 Parking Services Enforcement Software - 5,775 5,775 0.00 0.00 0.00 Total Changes, Downtown and University Hill Management Division/Parking Services60,775 $ 0.00ENERGY STRATEGY AND ELECTRIC UTILITY DEVELOPMENTGENERAL FUNDBoulder's Energy Future $ 2,203,000 $ 2,312,000 $ 109,000 4.504.500.00 Total Changes, Energy Strategy and Electric Utility Development109,000 $ 0.00 12 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangeFINANCEGENERAL FUNDBeverage Licensing Authority and Licensing Changes $ - $ 17,580 $ 17,580 0.000.000.00 Legal Support - 50,000 50,000 0.000.000.00 Dog Licensing - new program setup - 30,000 30,000 0.000.000.00 Budget Analyst - 91,946 91,946 0.001.001.00 Licensing Staff - 83,622 83,622 0.001.001.00 Total Changes, Finance273,148 $ 2.00FIREGENERAL FUNDConvert Seasonal, Part-time Wildland Crew to Full-time - 3rd year of 3 year phase in $ 46,000 $ 158,620 $ 112,620 0.002.002.00 Wildland Fire Operations Specialists Equity Reclassifications 263,523 329,570 66,047 0.000.000.00 Wildland Fire / FTC / Light Response 2014 O&M gap - 208,829 208,829 0.000.000.00 Replacement NPE Gap - partial funding - 200,000 200,000 0.000.000.00 Self-Contained Breathing Apparatus - 74,699 74,699 0.000.000.00 Total Changes, Fire662,195 $ 2.00HUMAN RESOURCESGENERAL FUNDConsulting $ - $ 30,000 $ 30,000 0.000.000.00 Non-personnel Expenses - 22,000 22,000 0.000.000.00 Organizational Development - citywide events - 10,000 10,000 0.000.000.00 Organizational Development Staff - 174,637 174,637 0.002.002.00 Total Changes, Human Resources236,637 $ 2.00HUMAN SERVICESGENERAL FUNDHuman Services Operating Support Staffing -gap funding pending community service departments assessment $ - $ 97,388 $ 97,388 0.001.351.35 Total Changes, Human Services97,388 $ 1.35 13 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangeHOUSINGDepartment Reorganization $ - $ 31,500 $ 31,500 0.000.000.00 Department Reorganization $ - $ 38,500 $ 38,500 0.000.000.00 Total Changes, Housing70,000 $ 0.00INFORMATION TECHNOLOGYTransfer of IT Technical Manager from Parks and Recreation to IT $ - $ 94,718 $ 94,718 0.001.001.00 Design and Sustainability of IT Internal Service Funds $ - $ 17,221 $ 17,221 0.000.250.25 Design and Sustainability of IT Internal Service Funds $ - $ 17,221 $ 17,221 0.000.250.25 Total Changes, Information Technology129,160 $ 1.50LIBRARY AND ARTSNorth Boulder Library Station $ - $ 60,000 $ 60,000 0.001.001.00 North Boulder Library Station - increase General Fund transfer to Library Fund $ - $ 205,000 $ 205,000 0.001.001.00 Total Changes, Library and Arts265,000 $ 2.00MUNICIPAL COURTContribution to Justice Center Capital Improvements $ - $ 14,060 $ 14,060 0.000.000.00 Total Changes, Municipal Court14,060 $ 0.00COMPUTER REPLACEMENT FUNDTELECOMMUNICATION FUNDGENERAL FUNDGENERAL FUNDLIBRARY FUNDGENERAL FUNDAFFORDABLE HOUSING FUNDCOMMUNITY HOUSING ASSISTANCE PROGRAM FUND 14 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangeOPEN SPACE AND MOUNTAIN PARKSEnhanced Voice & Sight Dog Tag Program $ - $ 163,000 163,000 0.000.000.00 South Boulder Creek and Boulder Creek East Restoration - 75,000 75,000 0.000.000.00 Cultural Resource Admin Assistant - 35,543 35,543 0.000.500.50 Repairs to Cultural Resources’ assets - 37,000 37,000 0.000.000.00 Water Resources Technician - 58,205 58,205 0.001.001.00 Maintenance III/Trails Specialist - 108,001 108,001 0.002.002.00 Reduce funding of seasonal trail crew leads - (85,400) (85,400) 0.000.000.00 Crew Equipment Replacement - 80,000 80,000 0.000.000.00 Increase in seasonal funding for sign staffing - 5,870 5,870 0.000.000.00 Research Resources for VMP, TSAs, GMAP and FEMP - 45,000 45,000 0.000.000.00 Increase Standard IPM FTE - 24,562 24,562 0.000.250.25 Outfit Ranger Trucks - 61,658 61,658 0.000.000.00 Tough Books in Ranger Trucks, new RIS hire and Servers - 25,500 25,500 0.000.000.00 Seasonal Research Activities - 21,700 21,700 0.001.000.00 Seasonal Health Care Costs - 100,000 100,000 0.001.000.00 Total Changes, Open Space and Mountain Parks755,639 $ 3.75PARKS AND RECREATIONTransfer of IT Technical Manager from Parks and Recreation to IT - reduction $ (94,718) $ (94,718) 0.00(1.00)(1.00)Forestry Tree Care $ - $ 60,000 $ 60,000 0.000.000.00 Increase funding for .50 Volunteer Coordinator - 42,547 42,547 0.000.500.50 Total Changes, Parks and Recreation7,829 $ (0.50)RECREATION ACTIVITY FUNDOPEN SPACE FUND.25 CENT SALES TAX FUND 15 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangePOLICEGreenwood Wildlife Rehabilitation - 3rd year of 3 year phase in $ 15,000 $ 20,000 $ 5,000 0.000.000.00 Records Management funded from Asset Forfeiture Reserve - 950,000 950,000 0.000.000.00 Addition of 2 Sworn Officers - 185,000 185,000 0.002.002.00 Additional Commander - 154,834 154,834 0.001.001.00 Master Police Officer Compensation - 40,000 40,000 0.000.000.00 Non-personnel Expenses - 30,000 30,000 0.000.000.00 Total Changes, Police1,364,834 $ 3.00PUBLIC WORKS - DEVELOPMENT AND SUPPORT SERVICESGeneral Fund Non-Reimbursed Expenses for Valmont Butte and 13th St. Plaza Clean Up $ - $ 950,000 $ 950,000 0.000.000.00 Operations and Maintenance/ Facilities Repair and Renovation - 400,000 400,000 0.000.000.00 Building Construction $ - $ 63,000 $ 63,000 0.001.001.00 LandLink Development and Information Tracking System Replacement project - 116,160 116,160 0.001.321.32 Rental Housing Licensing Program - 63,000 63,000 0.001.001.00 Total Changes, Public Works - Development and Support Services1,592,160 $ 3.32PUBLIC WORKS - TRANSPORTATIONSnow and Ice Control Pilot $ - $ 50,000 $ 50,000 0.000.000.00 Transportation Maintenance and Increase to Via Contribution - NPE addition - 752,901 752,901 0.000.000.00 One-time Increase for Transportation O&M and Integrated Planning Efforts - 295,000 295,000 0.000.000.00 Total Changes, Public Works - Transportation1,097,901 $ 0.00GENERAL FUNDGENERAL FUNDPLANNING AND DEVELOPMENT SERVICES FUNDTRANSPORTATION FUND 16 ATTACHMENT B Department / Fund / Action2013 Approved Budget2014 Approved BudgetTotal Change2013 FTE2014 FTEFTE ChangePUBLIC WORKS - UTILITIESEnergy Costs $ - $ 110,400 $ 110,400 0.000.000.00 Legal Costs $ - $ 25,000 $ 25,000 0.000.000.00 Energy Costs - 85,270 85,270 0.000.000.00 Operating Savings - (204,099) (204,099) 0.000.000.00 Total Changes, Public Works - Utilities16,571 $ 0.00POLICE AND FIRE OLD HIRE PENSIONSGeneral Fund Contribution $ - $ 250,000 $ 250,000 0.000.000.00 Total Changes, Police and Fire Old Hire Pensions250,000 $ 0.00GENERAL FUNDWATER UTILITY FUNDWASTEWATER UTILITY FUND 17 City of Boulder ATTACHMENT C 2014 SIGNIFICANT BUDGET CHANGES BY FUND, ONE-TIME AND ONGOING 18 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationGENERAL FUNDCAOParalegal support for municipalization and water law34,415 1.00- - 0.50 FTE is funded from the General Fund and 0.50 FTE is funded from Utilities through a fund transfer to the General Fund.City Manager's OfficeGranicus Web Streaming7,500 - - - Non Departmental / CitywideBoulder History Museum Economic Impact Study- - 25,000 - Non Departmental / CitywideColorado Communications and Utility Alliance membership6,000 - - - Non Departmental / CitywideCyber Café Repayment of Loan to Private Note Holders - - 269,083 - Non Departmental / CitywideIronman63,000 - - - Non Departmental / CitywideNegotiations Support- - 40,000 - Non Departmental / CitywideProCycle- - 150,000 - Community Planning and SustainabilitySustainability Communications Specialist I- - 44,000 0.50Conversion from temp to two-year fixed term; reallocation of NPE to PE; 0.50FTE funded through Trash Tax (in General Fund) and 0.50FTE funded through the CAP tax.DUHMDBoulder Junction Meters and Pay stations for on street parking- - 5,000 - DUHMDDowntown Facilities Repair and Replacement125,000 - - - DUHMDEcopass50,000 - - - DUHMDParking Services Enforcement Software NPE Increase5,775 - - - Energy Strategy and Electric Utility DevelopmentBoulder's Energy Future- - 109,000 - PE backfill 1yr fixed-term; one time NPEFinanceAdditional Licensing Staff83,622 1.00- - FinanceBeverage Licensing Authority and Licensing Changes17,580 - - - 19 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationGENERAL FUND (Cont.)FinanceBudget Analyst91,946 1.00FinanceDog Licensing Changes and Facilities Changes- - 30,000 - One time temp costs for implementing new program; space reconfiguration to accommodate increased staffingFinanceLegal Support- - 50,000 - FireConvert Seasonal, Part-Time Wildland Crew to Full Time112,620 2.00- - Final year of 3yr phase inFirePersonal Protective Equipment Self Contained Breathing Apparatus (SCBA) and Replacement Funding200,000 - 74,699 One-time funding for replacement of SCBA air masks in 2014; ongoing funding for fleet and equipment replacement needs - partial funding.FireWildland Fire Operations Specialists Equity Reclassifications66,047 - - - FireWildland Fire/ FTC/ Light Response Vehicle208,829 - one-time funding to cover 2014 O&M gap. Future years funding identified from expiring interfund loan.Human ResourcesOrganizational Development - citywide events10,000 - - - Human ResourcesConsulting30,000 - - - Human ResourcesNon-personnel Expenses22,000 - - - Human ResourcesOrganizational Development - staffing58,3870.50116,250 1.501yr fixed-term funding extension for 1.5 FTE; ongoing funding starting mid-year; transitional reorganization funding. Human ServicesHuman Services Operating Support Staffing - - 97,388 1.351yr fixed term positions; gap funding pending community service departments assessment. 20 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationGENERAL FUND (Cont.)ITTransfer of IT Technical Manager from Parks and Recreation to IT94,718 1.000.00 - see Recreation Activity FundLibrary and ArtsNorth Boulder Library Station - direct General Fund support60,000 1.00 - - increase North Boulder Library Station to 40 hours/weekMunicipal CourtContribution to Justice Center Capital Improvements- - 14,060 - One time costs related to ongoing scheduled County capital improvementsPoliceAddition of 2 Sworn Officers 185,000 2.00 - - PoliceAdditional Commander Position154,834 1.00 - - PoliceGreenwood Wildlife Rehabilitation5,000 - - - 3rd year of 3 year phase in up to $20,000 annuallyPoliceMaster Police Officer Compensation40,000 - - - PoliceNew Records Management System (Asset Forfeiture) - - 950,000 - Funded from Asset Forfeiture reservesPoliceNon-personnel Expenses 30,000 - - - Police and Fire Old Hire PensionsGeneral Fund Contribution250,000 - - - PW-FAMGeneral Fund Non-Reimbursed Expenses for Valmont Butte and 13th St. Plaza Cleanup - - 950,000 - PW-FAMOperations and Maintenance / Facilities Repair and Renovation400,000 - - - Total Changes, General Fund2,203,444$ 10.503,133,309$ 3.35Parks and RecreationIncrease Funding for Forestry Tree Care Operations30,000 - 30,000 - one-time funds for tree removal; ongoing funds for tree pruning and forestry care operations.Parks and RecreationIncrease funding for .50 Volunteer Coordinator- - 42,547 0.500.50FTE 1yr fixed-term increase to existing, ongoing, 0.50 FTE.Total30,000$ - 72,547$ 0.500.25 CENT SALES TAX FUND 21 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationAFFORDABLE HOUSING FUNDHousingDepartment Reorganization31,500 - - - Reorganization needs identified in Housing AssessmentTotal31,500$ - -$ - CLIMATE ACTION PLAN FUNDCommunity Planning and Sustainability Sustainability Communications Specialist- - 44,000 0.50see General FundTotal-$ - 44,000$ 0.50COOMUNITY HOUSING ASSISTANCE PROGRAM FUNNDHousingDepartment Reorganization38,500 - - - Reorganization needs identified in Housing AssessmentTotal38,500$ - -$ - COMPUTER REPLACEMENT FUNDITDesign and Sustainability of IT Internal Service Funds - - 17,2210.250.50FTE 2yr fixed-term costs funded from Computer Re[placement and Telecommunications fundsTotal-$ - 17,221$ 0.25LIBRARY FUNDLibrary and ArtsNorth Boulder Storefront Library Station - Increase General Fund Transfer to Library Fund 115,000 1.0090,000 - Increase in General Fund transfer to Library Fund; ongoing costs for staffing and operations; one time costs for space set up, cabling, capital investment.Total115,000$ 1.0090,000$ - 22 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationOPEN SPACE FUNDOSMPCultural Resource Admin Assistant - - 35,5430.502yr fixed termOSMPEnhanced Voice & Sight Dog Tag Program- - 163,000 - new program implementation; ongoing costs to be determined in future budgets.OSMPFEMP crew equipment replacement - 80,000 - OSMPFunding for six month RIS seasonal to complete fence collection; mapping on conservation easements and fee properties not managed by OSMP and one month seasonal to update library holdings- - 21,700 - OSMPIncrease in seasonal funding for sign staffing5,870 - - - OSMPIncrease standard IPM FTE 24,5620.25 - - OSMPMaintenance III/Trails Specialist - - 108,0012.004yr fixed-termOSMPOutfit six ranger trucks with mobile data centers and additional funding for annual cost of modems and maintenance and operation cost for ranger radio frequency61,658 - - - OSMPReduce funding of seasonal trail crew leads(85,400) - - - OSMPRepairs to Cultural Resources’ assets- - 37,000 - OSMPResearch resources to help guide management actions related to VMP, TSAs, GMAP and FEMP- - 45,000 - OSMPHealth Care Costs - Seasonals100,000 - - - ongoing impact of Health Care Reform on providing benefits to seasonals to be determined for future year budgets.OSMPSouth Boulder Creek and Boulder Creek East Restoration- - 75,000 - OSMPTough books in ranger trucks, new RIS hire and funding for servers25,500 - - - OSMPWater Resources Technician- - 58,2051.002yr fixed termTotal132,190$ 0.25623,449$ 3.50 23 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationPLANNING AND DEVELOPMENT FUNDCommunity Planning and Sustainability Boulder Civic Area Implementation - - 210,000 1.002yr fixed-term position and $100,000 NPEPW-DevelopmentBuilding Construction63,0001.00Community Planning and Sustainability Business Liaison - - 88,000 1.002 yr fixed-termCommunity Planning and Sustainability Comprehensive Planning Planner I40,000 0.502 yr fixed-termCommunity Planning and Sustainability Development Code Update Staffing - - 70,000 1.002 yr fixed-termCommunity Planning and Sustainability Development Review Administration8,0000.13Community Planning and Sustainability Economic Vitality Program Operating Budget - - 30,000 - NPE approved for two yearsCommunity Planning and Sustainability Interns for Comprehensive Planning, Historic Preservation, EV and Communications - - 54,000 - NPE approved for two yearsPW-Development and CP&SLandLink Development and Information Tracking System Replacement project - 176,000 2.002yr fixed-termPW-DevelopmentRental Housing Licensing Program - - 63,000 1.002yr fixed-termTotal71,000$ 1.13731,000$ 6.50RECREATIONAL ACTIVITY FUNDParks and RecreationTransfer of IT Technical Manager from Parks and Recreation to IT - Reduction of General Fund Transfer to Recreation Activity Fund (94,718)(1.00)- - Total(94,718)$ (1.00)-$ - STORMWATER/FLOOD MANAGEMENT UTILITY FUNDUtilityParalegal 6,883-- - see General FundTotal6,883$ --$ - 24 ATTACHMENT C Fund / DepartmentActionOngoing FundsOngoing FTEOne Time FundsFixed Term FTEAdditional InformationTELECOMMUNICATIONS FUNDITDesign and Sustainability of IT Internal Service Funds- - 17,2210.25see Computer Replacement FundTotal-$ - 17,221$ 0.25TRANSPORTATION FUNDTransportationOne time increase for transportation O&M and integrated planning efforts - - 295,000-TransportationSnow and Ice Control Pilot - 50,000-TransportationTransportation Maintenance and Increase to Via Contribution - NPE addition752,901 --Total752,901$ -345,000$ -WATER UTILITY FUNDUtilityEnergy costs110,400-- - UtilityParalegal 20,649- - see General FundTotal131,049$ -- - WASTEWATER UTILITY FUNDUtilityEnergy costs85,270 - - - UtilityLegal Costs25,000 - - - UtilityOperational Savings(204,099) - - - UtilityParalegal 6,883 - - - see General FundTotal(86,946)$ - -$ - 25 City of Boulder STRATEGIC PLANNING 2014 Annual Budget Long Range Fiscal Planning In 2006, after a period of frequently declining revenues, the Boulder City Council appointed a Blue Ribbon Commission (BRC One) to study revenue policy issues confronting the city. In their 2008 report to Council, BRC One identified a significant gap between long term revenues and expenditures, and recommended a strategy of revenue stabilization to address this gap. BRC One also recommended study of expenditures, recognizing that sustained fiscal health would only be achieved through a balance of revenue stabilization and appropriate expenditure control. The Boulder City Council then appointed a second Blue Ribbon Committee (BRC Two) in 2008. The BRC Two report to Council in 2010 identified strategies to address rising costs, and provide efficient and effective use of public funds. Revenue Stabilization BRC One identified a potential $135 million annual gap between revenues and expenditures in the city by 2030. Key recommendations to address the revenue gap included:  Renew expiring taxes without a sunset  Remove revenue dedication except for capital projects  Remove TABOR limitations on property tax  Review taxes and fees to ensure that growth pays its own way  Diversify revenues  Review fees for appropriate cost recovery  Leverage funds. The city has made progress in several of the areas identified. In 2008 the community voted to remove all remaining TABOR restrictions on revenue. These funds have been used to support important operating needs of the city in the areas of public safety and infrastructure maintenance and repair. The voters also approved the renewal without restriction or sunset of the .38 cent sales tax (2008) and the .15 cent sales tax (2009). These revenues support human services, arts, public safety, environmental affairs and general city operations. In 2010, voters approved an increase of 2 percent to the city’s accommodation tax, to support the promotion of tourism and economic vitality, and general city operations. Most recently, in 2012, voters approved renewal of the .25 cent sales tax and the Climate Action Plan Tax. These taxes, 26 Strategic Planning which remain dedicated and sunset (CAP tax-2017, .25 cent sales tax-2035) support key climate initiatives and valued quality of life programs and services. Combined, the actions taken have reduced the revenue gap to $73 million in 2030. In 2010, City Council reviewed development taxes and fees and implemented an updated impact fee structure to increase development’s contribution to growth related costs. In November 2011, voters approved a measure allowing the city to leverage existing revenues to bond for up to $49 million in capital projects that address significant deficiencies and high priority infrastructure improvements throughout the community. These projects are all underway and the majority will be completed by the end of 2015. Details of the Capital Bond projects can be found in the 2014- 2019 Capital Improvement Program. The city continues to pursue strategies for revenue stabilization. In November 2013, voters will decide whether to renew two taxes currently dedicated for support of open space, including repurposing a portion of the revenue to support transportation, and removing restrictions and sunset on a portion of the taxes. Voters will also decide whether to approve a temporary tax to support transportation maintenance and system improvement, in the interim. Expenditure Control Noting that revenue strategies alone cannot eliminate the revenue gap over the long term, BRC Two looked at city expenditures and recommended the following:  Review management policies in the areas of: compensation and asset management  Eliminate duplication of services  Adopt a budget process based on prioritization of services  Use meaningful performance measures to determine attainment of city goals  Fully cost city services and programs  Reduce General Fund subsidies to restricted funds, as appropriate. The city has made progress in several of the areas identified. Beginning in 2011 the city has undergone significant review of its compensation policies and strategies. In 2012 a new, market based, compensation structure was implemented for the Management/non-union work group and 2013 marks the fourth year in strategic benefits plan redesign, with an increased emphasis on employee wellness and employee cost sharing. Department assessments have helped identify areas for service delivery improvement and reduction of duplicative services. In 2013, assessments were completed in the Human Services Department, Parks and Recreation Department and Arts and Culture program area of the Library and Arts Department. Starting in 2013 and continuing into 2014, the city will undertake evaluation of three key areas where collaborative efforts could eliminate redundancies, improve the efficient 27 Strategic Planning delivery of services, maximize cost benefit, and improve economic vitality. The three areas are: event promotion and coordination; coordination of volunteer services; and collaboration between community services departments (Library and Arts, Parks and Recreation, Human Services). The city adopted Priority Based Budgeting (PBB) in 2010, and more information on PBB’s results can be found in the following subsection. In 2012, in conjunction with citywide visioning work, the city began reviewing and updating performance measures on a pilot basis in the Parks and Recreation, Information Technology and Fire Departments. Work will expand to additional departments in 2013 and 2014, and will include implementation of a performance based budgeting module in the city’s new financial and human resources system, beginning in the first quarter of 2015. Finally, to correctly cost city programs and allocate resources in a more transparent way, a new, full cost allocation study is underway and will be completed by the end of the year. This study will be updated every other year. Comprehensive Financial Strategy As follow up to the work of BRC One and BRC Two, the city is developing a Comprehensive Financial Strategy (CFS). A cross-departmental team began work on the project in August and preliminary findings from the analysis are expected to be presented to council in the first quarter of 2014. The purpose of the project is to review and update BRC One and BRC Two findings and implementation efforts, and to develop a financial plan to meet the strategic needs of the municipal corporation over the next five years. The CFS will reflect current and projected economic and budgetary conditions, challenges and issues, and will evaluate many different areas affecting the city’s ability to meet the short- and long-term needs and wants of the community. This will include a current capital needs assessment, the feasibility of a ballot initiative for a second phase of capital bonding, and ongoing strategies for revenue diversification and expenditure control, with an emphasis on providing high priority programs and services and ensuring the long-term vitality and sustainability of the community. Priority Based Budgeting Purpose of Priority Based Budgeting Priority Based Budgeting (PBB) builds on the city’s prior Business Plan, which separates goals and actions into near term versus long term time frames. PBB harnesses the policies and values of the Boulder Valley Comprehensive Plan and department strategic and master plans. As the cornerstone of the city’s budget process, PBB gives the city three central benefits:  Identifies key Council and community goals (see the next section on PBB Results and Attributes)  Evaluates the impact on these goals of city programs and services  Provides a tool for strategic decision-making in funding, adding and/or eliminating programs and services, making more effective use of the city’s limited resources. 28 Strategic Planning PBB contributes to the city’s long-term financial sustainability and allows the city of Boulder to serve its residents in the most effective, efficient and fiscally responsible manner possible. Figure 2-01: Planning and Finance Policy Structure in Boulder, Colorado 2014 PBB Outcomes Now integrated into its fourth consecutive year of budget development, PBB is the framework within which all budget decisions are made. In the 2014 budget process, the city was asked to use PBB in every step of the budget process and program ranking by quartile was included in all budget discussions throughout the year. To maintain value and consistency in program scoring, a Peer Review Group, a citywide team who comes together to score PBB programs and services annually, reviewed all changes between 2013 and 2014. The city has a favorable distribution of resources between the highest priority (Quartile 1) and lowest priority (Quartile 4) programs. Fewer resources are invested in programs yielding lower impact on community values. A listing of all 2014 programs by quartile is included in the following section. Community programs are those providing direct service to residents and businesses, while governance programs are those providing support services within the city to other departments. Due to a number of factors, including only modest revenue increase projections, with ongoing cost increases, there was limited opportunity to add resources to city programs in the 2014 budget. The 2014 budget process included identification of resources for reallocation and PBB was a tool used to help shift resources from lower to higher priority programs. Figure 2-02 below illustrates changes that are included in the Annual Budget. 29 Strategic Planning This graph shows approximately $1.2 million in reductions in Quartile 4 programs, compared to increases totaling $10.8 million in Quartile 1, 2 and 3 programs. There is decreased funding in Quartile 4 programs, even taking into account inflationary costs, with funding to other programs increasing per quartile, in priority order. Another way to look at the resource shifts achieved by using PBB is shown in Table 2-01 below. The use of PBB in the 2014 budget process achieved a reduced proportion of city resources being allocated to Quartile 4 programs, an increased proportion to Quartile 2 programs and little to no change in the proportion of resources allocated to Quartile 3 and Quartile 1 programs. Table 2-01: Proportion of Funding by Priority Based Budgeting Quartile ($20,000)$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 Quartile 4 Quartile 3 Quartile 2 Quartile 1 2013 Approved Budget 2014 Approved Change $102,770,603 $55,373,442 $57,089,057 $10,674,876 Figure 2-02: Budget Allocations for 2014 in Priority Based Budgeting Terms PRIORITY BASED BUDGETING Quartile 2013 Approved Budget Share of 2013 Total (%) 2014 Approved Change Change to 2013 Budget (%) 2014 Approved Budget Share of 2014 Total (%) Q1 $ 98,450,663 45.5% $ 4,319,940 4.4%$ 102,770,603 45.5% Q2 51,699,560 23.9% 3,673,882 7.1% 55,373,442 24.5% Q3 54,463,352 25.2% 2,625,705 4.8% 57,089,057 25.3% Q4 11,889,018 5.5% -1,214,142 -10.2% 10,674,876 4.7% [This page is intentionally blank.] 30 31 City of Boulder PRIORITY BASED BUDGETING RESULTS AND ATTRIBUTES 2014 Annual Budget Policy goals for the 2014 Annual Budget are differentiated by two kinds of municipal activities: Community Programs and Governance Programs. Community Programs serve the public, while Governance Programs internally serve other city departments. Programs were scored against a series of results and attributes. The scoring criteria used in the 2014 Budget Process is: Results Community Programs Community Programs were scored against the following five results based on how essential the programs are to achieving the result’s definitions listed below.  Accessible and Connected Community  Offers and encourages a variety of safe, accessible and sustainable mobility options;  Plans, designs and maintains effective infrastructure networks;  Supports strong regional multimodal connections;  Provides open access to information, encourages innovation, enhances communication and promotes community engagement; and  Supports a balanced transportation system that reflects effective land use and reduces congestion.  Economically Vital Community  Supports an environment for creativity and innovation;  Promotes a qualified and diversified workforce that meets employers’ needs and supports broad-based economic diversity;  Encourages sustainable development supported by reliable and affordable city services;  Fosters regional and public/private collaboration with key institutions and organizations that contribute to economic sustainability; and  Invests in infrastructure and amenities that attract, sustain and retain diverse businesses, entrepreneurs, and the associated primary jobs.  Environmentally Sustainable Community  Promotes and regulates an ecologically balanced community;  Supports and sustains natural resource and energy conservation;  Mitigates and abates threats to the environment; and  Promotes and sustains a safe, clean and attractive place to live, work and play. 32 Priority Based Budgeting Results and Attributes  Healthy and Socially Thriving Community  Cultivates a wide-range of recreational, cultural, educational, and social opportunities;  Supports the physical and mental well-being of its community members and actively partners with others to improve the welfare of those in need;  Facilitates housing options to accommodate a diverse community;  Fosters inclusion, embraces diversity and respects human rights;  Supports and enhances neighborhood livability for all members of the community; and  Enhances multi-generational community enrichment and community engagement.  Safe Community  Enforces the law, taking into account the needs of individuals and community values;  Plans for and provides timely and effective response to emergencies and natural disasters;  Fosters a climate of safety for individuals in homes, businesses, neighborhoods and public places;  Encourages shared responsibility, provides education on personal and community safety and fosters an environment that is welcoming and inclusive; and  Provides safe and well-maintained public infrastructure, and provides adequate and appropriate regulation of public/private development and resources. Governance Programs  Governance programs were scored against the following five result definitions based on how essential the programs are to achieving the result’s definitions listed below.  Good Governance  Models stewardship and sustainability of the city’s financial, human, information and physical assets;  Supports strategic decision making with timely, reliable and accurate data and analysis;  Enhances and facilitates transparency, accuracy, efficiency, effectiveness, and quality customer service in all city business;  Supports, develops and enhances relationships between the city and community/regional partners; and  Provides assurance of regulatory and policy compliance. 33 Priority Based Budgeting Results and Attributes Attributes Programs were also scored on a series of five attributes. These stand -alone basic program attributes are not captured when evaluating programs against result definitions, but are important and should be considered in the value of a program. Community and Governance Programs  Mandated to Provide Service  This criterion rates a program on whether it is a part of a federal, state, or local mandate. Programs that are mandated by the state or federal government will receive a higher score for this criterion compared to programs that are mandated solely by the city or have no mandate whatsoever.  Change in Demand for Service  This criterion rates a program’s future demand for services. Programs demonstrating an increased demand will receive a higher score for this criterion compared to programs that show no growth in demand or demonstrate lowered demand for service.  Reliance on City to Provide Service  This criterion rates competition of city programs, assessing who else in the community provides similar services. Programs that are offered exclusively by the city will receive a higher score compared to programs that are offered by multiple providers. Community Programs Only  Self Sufficiency/Cost Recovery  This criterion rates the ability of a program to pay for itself through fees. Paying for a program means all costs, including direct and overhead costs. Programs that pay for themselves will receive a higher score in this criterion compared to programs with limited to no program fees. Governance Programs Only  Cost Avoidance and/or Increasing Efficiencies  This criterion rates the program’s ability to achieve overall cost savings for the city and/or achieve the desired goal(s) in a more efficient manner by avoiding risks, decreasing potential liability, expanding staff capacity, improving overall safety, eliminating duplication of effort, streamlining work processes and/or leveraging the utilization of city resources. Programs will be scored on their ability to lower overall costs incurred by the city or avoid having the city incur additional costs. [This page is intentionally blank.] 34 35 City of Boulder BUDGET ALLOCATION BY PBB QUARTILE 2014 Annual Budget Final program scores created four quartiles. The highest rated programs are in Quartile 1. Figures 2-03 through 2-05 below demonstrate that the city is recommending an allocation of greater financial resources to programs identified as highly influential in achieving city results (Quartiles 1 and 2). Priority Based Budgeting provides the City with an additional tool to identify efficiencies and ensure that the city provides priority services to residents and businesses. $0 $20,000 $40,000 $60,000 $80,000 $100,000 Quartile 4 Quartile 3 Quartile 2 Quartile 1 $102,770,603 $55,373,442 $57,089,057 $10,674,876 Figure 2-03: 2014 Budget Allocation by Priority Based Budgeting Quartile, All City Programs 36 Priority Based Budgeting Allocation by Quartile Figure 2-05: 2014 Budget Allocation by Priority Based Budgeting Quartile for Governance Programs $0 $20,000 $40,000 $60,000 $80,000 $100,000 Quartile 4 Quartile 3 Quartile 2 Quartile 1 $8,574,621 $13,329,491 $17,095,301 $4,269,064 $0 $20,000 $40,000 $60,000 $80,000 $100,000 Quartile 4 Quartile 3 Quartile 2 Quartile 1 $94,195,982 $42,043,951 $39,993,756 $6,405,813 Figure 2-04: 2014 Budget Allocation by Priority Based Budgeting Quartile for Community Programs 37 City of Boulder PRIORITY BASED BUDGETING PROGRAMS BY QUARTILE 2014 Annual Budget 38 City Attorney's Office Public Works - Transportation Administrative Services Airport Maintenance and Operations Advisory Services Bikeways/Multi-Use Path Maintenance Court Services - Civil Litigation and Municipal Prosecution Multimodal Planning City Manager's Office Sidewalk Repair Central Records Signal Maintenance & Upgrade City Administration and Operations Signs & Markings Community Planning and Sustainability Street Repair and Maintenance Building Permit Plan Review & Issuance (Zoning Compliance)Street Snow & Ice Control Building Permit Site Inspection Traffic Engineering Comprehensive Planning Transit Operations Development Review Transportation System Management Regional Sustainability Public Works - Utilities Zoning Administration and Enforcement Collection System Maintenance Finance Flood Channel Maintenance City Budget Development Flood Management Finance Administration Industrial Pretreatment Financial Reporting Planning and Project Management Fire Storm Sewer Maintenance Fire Response, Emergency Medical Response Wastewater Treatment Plant (WWTP) Operations Hazardous Materials Release Response/Training Water Treatment Plants Operations Housing Energy Strategy and Electric Utility Development Affordable Housing Planning/Development Review Boulder's Energy Future Human Resources Compensation Information Technology Geographic Information Systems (GIS) Network Administration (WAN/LAN/Wireless) Packaged Application Support Security Administration Server Administration Open Space and Mountain Parks Forest Ecosystem Management Program (FEMP) Ranger Naturalist Services Planning and Plan Implementation Coordination Trailhead Maintenance and Construction Parks and Recreation Athletic Field Maintenance Forestry Operation Park Operations and Maintenance Planning Reservoir Programs, Services and Maintenance Valmont City Park Programs, Services and Maintenance Police Hill Unit Mall Unit Patrol Watches I, II and III Special Enforcement Unit Traffic Section Public Works - Development and Support Services Base Map Data Maintenance Building Code Enforcement Building Inspection Building Plan Review and Permit Issuance Development Review Engineering Permits Radio Shop and Communications Support QUARTILE 1 Priority Based Budgeting Programs By Quartile 39 Priority Based Budgeting Programs By Quartile City Manager's Office Open Space and Mountain Parks, cont. Conduct of Elections Integrated Pest Management (IPM) External Communication Real Estate Acquisition OSMP General Administration Real Estate Services to OSMP Intergovernmental Relations Water rights administration Community Planning and Sustainability Wetland and Aquatic Management Program (WAMP) Ecological Planning Wildlife & Habitats DUHMD / PS Parks and Recreation Citywide Event Permitting Construction Downtown and Community Improvements Golf Course Programs, Services and Maintenance Meter Program Natural Resource Management (IPM, Water, Wetland, Wildlife) Planning Boulder Junction Access GID's Recreation Center Operations and Maintenance Planning Boulder Junction Access GID's Police Finance Code Enforcement Administration Crime Prevention Debt Management DUI Enforcement Departmental Budget Support General Investigations Liquor Licensing Major Crimes Unit Purchasing Narcotics Sales Tax - Auditing Photo Enforcement Sales Tax - Licensing, Collections Police and Fire Communications Center. Fire Special Events Management Inspections/Code Enforcement, Fire Investigation, Fire Code Permits Public Works - Development and Support Services Office of Emergency Management Capital Development (DET & Impact Fees) Housing Facility Major Maintenance (MM projects > $3,000) Funding/Community Development Facility Renovation & Replacement (R&R) Funding/Housing GIS Services Human Resources Rental Housing Licensing and Enforcement Benefits - Employee Welfare Public Works - Transportation Employee Relations Employee Transportation Program HR Information System (HRIS)Street Lighting Labor Relations Travel Demand Management Payroll Public Works - Utilities Policies Hazardous Materials Management Program Human Services Raw Water Facilities Operations Early Childhood and Childcare Support Services Stormwater Permit Compliance Human Services Fund Stormwater Quality Operations Human Services Planning and Project Management Wastewater Quality Operations Office of Human Rights Water Quality Operations Prevention & Intervention Water Resources Operations Information Technology Library and Arts Custom Application Provision and Related Support Main Library - Access Services & Facility Database Administration Disaster Recovery/Planning eGovernment (Web/Internet) Telephone Systems Administration and Device Support Technology Training Emerging Technology Support Municipal Court Adjudication Case Management - General Probation Services Open Space and Mountain Parks Agricultural Land Management Ecological Restoration Program (ERP) Education and Outreach Program Grassland Ecosystem Management Program (GMEP) QUARTILE 2 40 Priority Based Budgeting Programs By Quartile City Manager's Office Library and Arts, cont. Internal Communication Carnegie Library: Facility & Archival Functions Community Planning and Sustainability Digital Services Business Incentive Programs Main Library: Adult Services City Organization Sustainability Major Grants Economic Vitality Program & Sponsorships Meadows Branch Library: Core Public Services & Facility Energy Efficiency and Conservation Prospector Historic Preservation Reynolds Branch Library: Core Public Services & Facility Transportation GHG reductions Municipal Court Waste Reduction Case Management - Animal DUHMD / PS Case Management - Parking Civic Plaza- Farmer's Market Case Management - Photo Enforcement (Radar and Red Light) EcoPass Program Case Management - Traffic Mall Permitting Open Space and Mountain Parks Neighborhood Parking Program Conservation Easement Compliance Parking Enforcement & Special Event Enforcement Cultural Resources Program Parking Garages/Lots- Downtown & Uni Hill Dog tag, permit and facility leasing programs TDM-Commercial District Access program Facility management University Hill streetscape & public space maintenance Monitoring & Visitation Studies Finance Payments to Fire Districts Forecasting & Analysis Rapid Response Imaging/Record Retention Real Estate Services to the General Fund Long-range Planning Resource Information Services Misc. Accounts Receivable and Assessment Districts Signs Old Hire Pension Plan Mgmt Volunteer Services Program Other Licensing Parks and Recreation Payment Processing Outdoor Pools Programs, Services and Maintenance Policy Analysis Volunteers, Community Events, Historic and Cultural Management Portfolio Management Sports Programs and Services Prop & Casualty Self Insurance Therapeautic Recreation Program and Services Workers' Compensation Self Insurance Police Fire Animal Control Departmental Vehicle/Equipment Maintenance and Replacement Property and Evidence Public Fire and Safety Education, Juvenile Fire Setter Intervention Records Management Wildland Operations/Planning/ Mitigation/ Coordination School Resource Officers Housing Specialized Investigations Homeownership Programs Target Crime Team Human Resources Victim Services Benefits - Employee Leaves Public Works - Development and Support Services Benefits - Retirements & Terminations Contractor Licensing Diversity Facility Operations & Maintenance (O&M projects < $3000) Performance Management Fleet Operations - Preventative Maintenance (PM) Staffing Fleet Replacement Training Public Works - Transportation Human Services Forest Glen GID (Eco-Pass) Community Relations Graffiti Maintenance Family Resource Schools Median Maintenance Senior Centers Street Sweeping Senior Resources Public Works - Utilities Seniors/Health & Wellness Billing Services Youth Opportunities Program Hydroelectric Operations Information Technology Marshall Landfill Operations End-User Device, Office Automation Administration and Tier 2 Support Meter Operations Library and Arts Water Conservation BoulderReads! Adult and Family Literacy Services QUARTILE 3 41 Priority Based Budgeting Programs By Quartile City Manager's Office Parks and Recreation, cont. Board and Commission Administration Youth Recreation Opportunities City/CU - Community Relations and Collaboration Police Multi Media Community Police Center (CPC) Sister City Administration Crime Analysis Unit DUHMD / PS Crime Lab BID funding for events/marketing Public Works - Development and Support Services BID funding for survey/database Equipment Replacement (non-fleet) BID funding for trash, ambassadors, kiosk Fleet Operations - Fueling CAGID Parking Refunds Fleet Operations - Repair News box program Public Information/Econ Vitality Public Information/Econ Vitality Trash Bag supplies outside the Hill Business District Finance Centralized Mail Services Employee Wellness Information Desk Internal Audit Fire Contracts (Rocky Mtn Rescue Group, Ambulance) SWAT Support (for Police Department) Water Search and Rescue/ Recovery/Training Housing Asset Management/ Monitoring Human Resources Succession Planning Human Services Community Mediation Program Food Tax Rebate Program Seniors/Social Programs Information Technology Help Desk (Tier 1) Support Library and Arts Arts Resource Arts/Business Collaborative Grant Arts-in-Education grants Boulder Museum of Contemporary Art (BMoCA) Carnegie Library: Public Service & Programming Dairy Center for the Arts support Dance Bridge Main Library: Multi-Cultural Outreach Main Library: Programming & Events Main Library: Special Services & Homebound Delivery Main Library: Youth Services Meadows Branch Library: Programming & Events Mini Grants Reynolds Branch Library: Programming & Events Theater grants Volunteer Services Parks and Recreation Arts Programs and Services Dance Programs and Services Flatirons Event Center Management and Maintenance Gymnastics Programs and Services Health and Wellness Programs and Services QUARTILE 4 [This page is intentionally blank.] 42 43 City of Boulder GENERAL CITY INFORMATION 2014 Annual Budget Short History of Boulder The Boulder Valley was first the home of Native Americans, primarily the Southern Arapaho tribe who maintained a village near Haystack Mountain. Ute, Cheyenne, Comanche, and Sioux were occasional visitors to the area. Gold seekers established the first non -native settlement in Boulder County on October 17, 1858 at Red Rocks near the entrance to Boulder Canyon. Less than a year later, on February 10, 1859, the Boulder City Town Company was organized by A.A. Brookfield, the first president, and 56 shareholders. Boulder City was part of the Nebraska Territory until February 28, 1861, when the Territory of Colorado was created by the U.S. Congress. The city grew slowly and developed as a supply base for miners going into the mountains in search of gold and silver. Boulder City residents provided these miners with equipment, agricultural products, housing and transportation, and gambling and drinking establishments. Boulder became known as a community with a prosperous economy, a comprehensive educational system, and well maintained residential neighborhoods. Boulder's first schoolhouse was built in 1860 at the southwest corner of Walnut and 15th Street, the first in the territory. Railroad service came to Boulder in 1873, and tracks were laid to provide service to Golden and Denver and to the mining camps to the west. In 1874 Boulder received the location for the University of Colorado (CU). City government was formalized in November, 1871 when the town of Boulder was incorporated. Designation of Boulder as the county seat had occurred in 1867. The railroad recommended Boulder as a site for a Chautauqua (traveling shows that provided education combined with entertainment) in 1897. Boulder residents voted to issue bonds to buy the land, and the now familiar Chautauqua auditorium was built. Hotel Boulderado opened to the public for business on January 1, 1909, and tourism dominated the Boulder economy for the next forty years. By World War II, when tourism declined, the U.S. Navy's Japanese language school was located at CU, and young men and women from around the country became acquainted with the city. Following World War II, Boulder's population increased significantly. With the completed turnpike to downtown Denver, Boulder continued to expand. From 1950-1972 the population grew from 20,000 to 72,000. 44 Citywide Context and Budget Process With the purchase of thousands of acres of open space beginning in 1967, the adoption of the Boulder Valley Comprehensive Plan in 1970, passage of the building height restriction ordinance in 1972, and the residential growth management ordinance in 1977, Boulder began a period of infill and re-use of standing structures that continues to present. The Historic Preservation Code was passed in September 1974. The ordinance preserves significant portions of the city’s past while encouraging the rehabilitation of its historic buildings. Boulder Today Environment Boulder today continues the tradition of remaking itself into a more environmentally sustainable and healthy community. Boulder became the first city in the United States to tax itself for funds to be used specifically for the acquisition, management, and maintenance of Open Space. Today, Boulder has over 300 miles of public hiking and biking trails, and its mountain parks and open space holdings receive 5.3 million visits per year. Boulder was one of the first places in the nation to offer curbside recycling, and it was the first city in the U.S. to mandate a residential green building code. Boulder adopted Zero Waste principles in 2005, and then passed a municipal carbon tax in 2008 to counteract global warming. In 2011, voters approved ballot initiatives to authorize and fund exploration of the potential creation of a municipal electric utility, as well as further exploration related to solutions to providing a cleaner and greener electric supply. Business and Economic Trends Boulder is the home to major federal labs, a world-class research university, a highly educated population, and a strong entrepreneurial force that creates a vibrant and sustainable economy. Major industries include aerospace, bioscience, software, natural products, renewable energy and tourism. The area’s unemployment rate trends lower than the state and national rates, and local real estate values remained relatively stable during most of the national housing market downturn. Entertainment and Culture Boulder hosts a Chamber Orchestra, a Philharmonic Orchestra, Symphony Orchestra, and a Ballet. It is the home of the Dairy Center for the Arts, Colorado Light Opera, Chautauqua Auditorium, Museum of Contemporary Art, and over 30 art galleries. The city provides a thriving restaurant scene with over 300 restaurants, 19 breweries, and five wineries. There are a number of cultural events throughout the year, including the Colorado Shakespeare Festival, Colorado Music Festival, Boulder Creek Festival, Boulder International Film Festival, and Boulder Outdoor Cinema. 45 Citywide Context and Budget Process Boulder’s Awards and Recognitions The City is recipient of varied and numerous awards, including: 2013 eCity Award – Google, Most Popular City for Tech Startups - The Wall Street Journal, 10 Best U.S. Cities for Young Adults (#3) – MSN Money, 10 Fittest and 10 Fattest Cities in America (#1 Fittest) – MSN Healthy Living, Free Things To Do in 10 Great Cities (#7) – USA Today, The 2013 Best Cities for Job Growth (#1 Medium Sized City and #7 Overall) – New Geography, 2012 Least Obese Metro Areas (#1) – Gallup, Dynamic Locales for Walkable Living – Where to Retire, Tree City USA (for the 29th consecutive year) – National Arbor Day Foundation, Top 10 Metros for Female Executives (#1) – Avalanche Consulting, The 20 Most Innovative Cities in the U.S. (#5) – Business Insider, and Best-Performing Cities 2012 (#15) – Milken Institute. City Government The City of Boulder has a Council-Manager form of government. Under this form of government, the elected City Council sets the policies for the operation of the Boulder government. The administrative responsibilities of the City rest with the City Manager, who is appointed by the City Council. The City Council also appoints the city attorney and the municipal judge. The City Council consists of nine members, a Mayor, a Deputy Mayor, and seven Council members. City Council members are elected at-large and are non-partisan. The Mayor and Deputy Mayor are chosen for two-year terms by the Council from among its nine members. Demographic Characteristics1 Population: 99,716 (Source: City of Boulder) Median Age: 28.6 Median Education: 70.3% of residents with Bachelor’s degree or higher Median Family Income: $98,992 Median Household Income: $54,051 Per Capita Income: $37,349 Median Value of Owner-Occupied Housing Units: $484,800 Median Rent: $1,067 Persons Below Poverty Level: 21.4% Unemployment Rate: 5.3% (Source: April 2013, Bureau of Labor Statistics) 1 Unless otherwise noted, information is from the U.S. Census Bureau, 2007 -2011 American Community Survey 5-year estimates 46 Figure 3-01: City of Boulder 2014 Organizational Chart Note: Solid line denotes direct report and dotted line indicates day to day assistance. Deputy City Manager Paul J. Fetherston Energy Strategy and Electric Utility Development Heather Bailey Development and Support Services Maureen F. Rait Transportation Tracy Winfree Utilities Jeffrey M. Arthur Parks and Recreation Kirk Kincannon Library and Arts Valerie Maginnis Open Space and Mountain Parks Michael Patton Information Technology Don Ingle Housing Jeff Yegian (Mgr.) Human Services Karen Rahn City Clerk Alisa Lewis Municipal Court Lynne Reynolds City Council Municipal Judge Linda Cooke City Manager Jane S. Brautigam City Attorney Tom Carr Downtown-Univ. Hill Mgmt and Parking Services Molly Winter Fire/Rescue Larry Donner Police Mark R. Beckner Human Resources Mary Ann Weidemann (interim) Chief Financial Officer Bob Eichem Community Planning and Sustainability David Driskell Public Works Maureen F. Rait Community 47 City of Boulder BUDGET PHILOSOPHY AND PROCESS 2014 Annual Budget Budget Philosophy Serving the public trust requires that the recommended budget provide the best possible allocation of resources to many different needs in the community. The budget process is a principal management tool for the city’s administration and, in allocating the city's resources, the annual process both reflects and defines the annual work program. In this context, the budget provides a framework for us to accomplish the city’s vision, which is "service excellence for an inspired future." The budget should also reflect our core city organization values of customer service, respect, integrity, collaboration, and innovation. In addition to balancing allocations to meet community needs and incorporating our vision and core values, a successful annual budget preparation process requires excellent communication, community outreach, and a commitment to excellence. To this end, the process must be a cooperative effort of the entire city organization. The City of Boulder prides itself on being a progressive community, willing to challenge the status quo and operating on the "cutting edge." City staff have accepted this challenge by developing the budget as part of a search for creative solutions for the delivery of city services. The budget emphasizes measures such as Priority Based Budgeting program scoring to improve the productivity and effectiveness of service delivery to residents. Added teamwork and efficiency can assist with getting the job done between functional areas within the city and at the lowest possible cost, and also with delivering services to the community. The overriding goal is to support the standards set by the community by providing valuable services at reasonable cost. The budget is based upon timely, consistent and clearly articulated policies. The budget is realistic and includes adequate resources to meet assigned work programs. Once adopted, within the parameters of policy guidelines, departments are given full spending authority for their budget(s). Budget Process The fiscal year of the city is the calendar year. The city has implemented an annual budget process and adopts the coming year’s budget by December 1, as provided by state law. 48 Citywide Context and Budget Process The City of Boulder Charter establishes the time limits pertaining to the adoption of the budget. The budget process and schedule of development is designed to fit within the Charter mandate and to allow for active and early participation by the City Council, with an emphasis on public input. The city's budget is developed throughout the year, but the bulk of the effort occurs during a nine month period beginning in February and ending in October. In February, the city begins the development of five year revenue projections along with pre- liminary cost projections. In April/May, Council is updated on the recommended budget. At this time, policy issues are presented and Council has the opportunity to provide direction for consideration by the City Manager in the development of the recommended budget. Then the city compiles all the necessary information in the budget guideline manual that provides the basis for the development of each department's budget. Departments begin developing their detailed budgets in May with review by boards and/or commissions where appropriate. The City Manager reviews departmental budgets in June/July and meets with staff as needed to discuss the proposals submitted by departments. The Recommended Budget is presented to the City Council in September and made available to the public at the same time. In August/September, Council holds study sessions to review the Recommended Budget and Capital Improvement Program (CIP). The budget for the ensuing term and the annual Appropriation Ordinances for the coming fis- cal year are adopted in October during public hearings. The public is given opportunity to comment on the Recommended Budget during October Council meetings. The Final Budget document is printed and is available to staff and the public at the beginning of the following year (see Figure 3-02). 49 Citywide Context and Budget Process There are two opportunities during the fiscal year for changes to the annual appropriation approved by City Council. The first, known as the “Carryover and First Budget Supplemental,” is typically adopted in May and re-appropriates funds from the previous year for projects or obligations that were approved but not completed during the year. The second and final opportunity to change appropriations during the year is in November and is known as the “Second Budget Supplemental.” In line with the city's budget philosophy that, with the exception of emergency situations, appropriations be considered only during comprehensive budget review processes, most of the requested adjustments in the second supplemental are funded by new revenues or grants. Fund Accounting The City of Boulder uses funds to budget and report on its financial position and the results of its operations. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain government functions or activities. Funds are classified into three categories: governmental, proprietary and fiduciary. Each category, in turn, is divided into separate fund types. Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec Executive Budget Team Meetings and Budget Decisions Statutory Deadline for Adopting the Annual Budget Council Operating and Capital Budget Study Sessions Council Budget Study Session and Revenue Update Priority Based Budgeting Program Review Budget Guidelines and Targets are Issued Council Budget and Revenue Update and Second Budget Supplemental Council Budget Hearings and Public Input Prior Year Budget Update and Revenue Outlook First Budget Supplemental Council Review of Revenue and Ballot Issues City Projects Revenue Departments Submit Budget Requests Figure 3-02: Schedule of Budget Process by Month 50 Citywide Context and Budget Process  Governmental funds are used to account for all or most of a government’s general activities, including the collection and disbursement of earmarked monies (special revenue funds), the acquisition or construction of general fixed assets (capital project funds), and the servicing of general long-term debt (debt service funds). The General Fund is used to account for all activities of the general government not accounted for in some other fund.  Proprietary funds are used to account for activities similar to those found in the private sector, and where the determination of net income is necessary or useful to sound financial administration. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies primarily within the government (internal service funds). The city applies all applicable FASB pronouncements issued prior to November 30, 1989, and GASB statements since that date in accounting and reporting for its proprietary operations.  Fiduciary funds are used to account for assets held on behalf of outside parties, including other governments, or on behalf of other funds within the government. When these assets are held under the terms of a formal trust agreement, a pension trust fund must be used. Agency funds generally are used to account for assets that the government holds on behalf of others as their agent. Fund Definitions General Fund The General Fund is established to account for the revenues and expenditures necessary to carry out basic governmental activities of the city such as public safety, human services, legal services, administrative services, and others which are not required to be accounted for in another fund. Special Revenue Funds Special Revenue Funds are established to account for the proceeds of specific revenue sources (other than special assessments, pension trusts, proprietary fund operations and revenues received for major capital projects) that are legally restricted for specific purposes. The City of Boulder has the following special revenue funds:  Capital Development Fund accounts for development fee proceeds to be utilized for the acquisition, construction and improvement of facilities necessary to maintain the current level of public amenities such as police, fire, library, human services, municipal offices, streets, and parks and recreation. 51 Citywide Context and Budget Process  Lottery Fund accounts for State Conservation Trust Fund proceeds to be utilized for the refurbishment, capital improvement and debt service on park acquisitions.  Planning & Development Services Fund accounts for revenues and expenditures related to development and building services functions.  Affordable Housing Fund accounts for cash in lieu financial contributions from developers and General Fund contributions which are to be used to construct, purchase and maintain permanently affordable housing units in Boulder.  Community Housing Assistance Program (CHAP) Fund accounts for property tax, a housing excise tax and fees to be used to increase the supply of affordable housing in Boulder.  .25 Cent Sales Tax Fund accounts for earmarked sales tax authorized by the voters in 1995 for parks and recreation operating and capital needs.  Library Fund accounts for the operations of the city-owned library and branches. Financing is provided by general property taxes and General Fund contributions.  Recreation Activity Fund accounts for revenues and expenditures related to the provision of recreation, reservoir and golf course services/programs.  Climate Action Plan Fund accounts for revenues and expenditures related to programs implemented to increase energy efficiency, increase renewable energy use, reduce emissions from motor vehicles and take other steps toward the goal of meeting the Kyoto Protocol.  Open Space Fund accounts for the acquisition and maintenance of greenbelt land. Financing is provided by sales taxes and the issuance of long -term bonds and notes payable.  Airport Fund accounts for the operations of the city -owned municipal airport. Financing is provided by grants, rents and leases.  Transportation Fund accounts for construction, operation and maintenance of all major thoroughfares, local streets, bikeways, walkways and city -owned parking. Financing is provided by sales taxes, the city's share of the County Road and Bridge tax, State Highway Users' tax and State Auto Registration fees. 52 Citywide Context and Budget Process  Transportation Development Fund accounts for development fees to be utilized for the construction of transportation capital improvements related to new development and growth.  Transit Pass GID accounts for earmarked property tax authorized by the voters in 2000 to fund bus transit passes for participating neighborhoods.  Boulder Junction Access (GID) TDM accounts for earmarked property tax and PILOT authorized by the voters to fund transit bus passes, bike and car share programs, and infrastructure for the properties within the Boulder Junction access district.  Community Development Block Grant Fund accounts for the funds granted by the Community Development Block Grant program administered by the Department of Housing and Urban Development.  HOME Fund accounts for funds granted by the HOME program administered by the Department of Housing and Urban Development. Capital Project Funds The Capital Project Funds are established to account for financial resources to be utilized for acquisition, construction and improvement of general fixed assets (other than those financed by Proprietary Funds). The City of Boulder has the following Capital Project Funds:  .25 Cent Sales Tax Bond Proceeds Fund  Permanent Parks and Recreation Fund  Boulder Municipal Property Authority Bond Fund  Boulder Junction Improvement Fund  2011 Capital Improvement Fund Debt Service Funds The Debt Service Funds are established to accumulate monies for payment of general long- term debt principal and interest.  General Obligation Debt Service Fund financing is provided by investments accumulated for the retirement of specific notes payable.  Boulder Municipal Property Authority Debt Service Fund financing is provided by base rentals from the General Fund, Lottery Fund, Open Space Fund and the Permanent Parks and Recreation Fund. 53 Citywide Context and Budget Process Enterprise Funds Enterprise Funds are established to finance and account for the acquisition, operation and maintenance of governmental facilities and services which are entirely or predominantly self - supporting by user charges. All activities necessary to provide such services are accounted for in these funds, including, but not limited to, administration, operations, maintenance, financing and related debt service, and billing collections. The City of Boulder has the following Enterprise Funds:  Water Utility Fund  Wastewater Utility Fund  Stormwater/Flood Management Utility Fund  Downtown Commercial District Fund (formerly CAGID)  University Hill Commercial District Fund (formerly UHGID)  Boulder Junction Access (GID) - Parking Fund Internal Service Funds The Internal Service Funds are established to finance and account for services and/or commodities required by other funds. The City of Boulder has the following Internal Service Funds:  Telecommunications Fund accounts for the costs of operating, acquiring and maintaining telecommunications equipment used by all city departments.  Property & Casualty Insurance Fund accounts for and facilitates the monitoring of the city's self-insured property & casualty insurance plan.  Workers’ Compensation Insurance Fund accounts for and facilitates the monitoring of the city's self-insured workers compensation plan.  Compensated Absences accounts for payments of compensated absences to employees of the General and Library Funds. Funding is received primarily from the General Fund.  Fleet Operations Fund accounts for the costs of operating and maintaining automotive equipment used by other city departments. Such costs are billed to recipient departments.  Fleet Replacement Fund accounts for the costs of acquiring automotive equipment used by other city departments. Such costs are billed to recipient departments.  Computer Replacement Fund accounts for the costs of acquiring and maintaining computer equipment used by other city departments. Such costs are billed to the other departments.  Equipment Replacement Fund accounts for the costs of acquiring equipment used by other city departments. Such costs are billed to the other departments. 54 Citywide Context and Budget Process  Facility Renovation & Replacement Fund accounts for the costs of maintaining and replacing facilities within the City of Boulder. Pension Trust Funds These fiduciary funds account for the accumulation of resources to be used for retirement annuity payments at appropriate amounts and times in the future. Resources are contributed by employees and the City of Boulder at amounts determined by biennial actuarial studies and by State law.  Police Pension Fund accounts for retirement annuity payments for the City of Boulder’s police officers.  Fire Pension Fund accounts for retirement annuity payments for the City of Boulder’s fire fighters. Budget Basis Budgets are prepared on a modified accrual basis, except for outstanding encumbrances which are budgeted as expenditures. Briefly, this means that obligations of the city are budgeted as expenditures, but revenues are recognized only when they are measurable and available. "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Expenditures generally are recorded when a liability is incurred. The Comprehensive Annual Financial Report (CAFR) shows the status of the city’s finances on the basis of generally accepted accounting principles (GAAP). In most cases, this CAFR conforms to the way the city also prepares the budget. One exception is compensated absences (accrued but unused vacation or sick leave) which are treated slightly differently in the budget and in the CAFR. Budget Terms  Accrual Basis - The basis of accounting under which revenues and expenses are recognized when they occur, rather than when collected or paid.  Ad Valorem Tax - Tax based on the Assessed Valuation of property.  Appropriation - Legal authorization granted by City Council to make expenditures and incur obligations up to a specific dollar amount.  Appropriation Ordinance - An ordinance by means of which appropriations are given legal effect. It is the method by which the expenditure side of the annual budget is enacted into law by the City Council. 55 Citywide Context and Budget Process  Assessed Valuation - Basis for determining property taxes. The County Assessor determines the assessed valuation of residential real property. For 2013, property was appraised at the 2012 actual value. As provided by state law, the residential rate was 7.96% of its actual 2012 value, and other property was assessed at 29%.  Bond - Written promise to pay a specified sum of money, called the face value or principal, at a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate.  Budget - Plan of financial operation, embodying an estimate of proposed expenditures for a given period and the proposed revenue estimates of financing them. Upon approval by City Council, the budget appropriation ordinance is the legal basis for expenditures in the budget year.  Capital Assets - Assets of significant value and having a useful life of several years. Capital assets are also referred to as fixed assets.  Capital Improvement Program - An annual, updated plan of capital expenditures for public facilities and infrastructure (buildings, streets, etc.) with estimated costs, sources of funding and timing of work over a five year period.  Capital Project - Projects involving the purchase or construction of capital assets. Often a capital project encompasses the purchase of land and the construction of a building or facility, or major street construction or reconstruction. Design, engineering or architectural fees are often a part of a capital project.  Capital Purchases - Those items which a department purchases that have a value of over $5,000 and a life of longer than one year, with the exception of computing equipment and copy machines which have a limit of $1,000.  Debt Service - Payment of principal and interest related to long-term debt.  Department - An organizational unit of the city which provides one or more services.  Depreciation - Expiration in the service life of fixed assets, attributable to wear and tear, deterioration, action of the physical elements, inadequacy and obsolescence.  Designated Fund Balance - That portion of the fund balance that has been set aside for a specific purpose by the City Council.  Division - A group of related tasks to provide a specific benefit to either the general public or the city organization. A division is a sub -organizational unit of the department. 56 Citywide Context and Budget Process  Encumbrance - Appropriations committed by contract for goods or services, which have not yet been paid.  Fiscal Year - A 12-month period to which the annual operating budget applies and at the end of which a government determines its financial position and the results of its operations. The City of Boulder's fiscal year is January 1 through December 31.  Fund Balance - The balance remaining in a fund after costs have been subtracted from revenues.  General Obligation Bonds - Bonds which the full faith and credit of the issuing government are pledged for payment.  Grants - Contributions or gifts of cash or other assets from another organization to be used or expended for a specified purpose or activity.  Home Rule - Statutory and constitutional provisions, which allow municipalities to exercise powers of local self-government such as the administration and collection of local taxes. The City of Boulder is a home rule municipality.  Infrastructure - Facilities on which the continuance and growth of a community depend, such as streets, water lines, etc.  Interdepartmental Charges - Charges for services provided by the Interdepartmental Service Funds. An example of these charges is vehicle charges. These charges are reflected as expenditures in the department budgets and as revenues in the Intradepartmental Service Funds.  Internal Transfers - Legally authorized intra-city transfers from a fund receiving revenue to another fund where it is to be expended. Revenue and expenditures are accounted for in both funds.  Lease-Purchase Agreements - Contractual agreements which are termed "leases", but which in substance amount to purchase contracts, for equipment and machinery.  Long-term Debt - Debt with a maturity of more than one year after the date of issuance.  Maturity - The date on which the principal or stated value of investments or debt obligations are due and may be reclaimed.  Mill Levy - Rate applied to Assessed Valuation of property to determine property taxes. A mill is 1/10th of a penny, or $1.00 of tax for each $1,000 of assessed valuation. The city's maximum mill levy, excluding debt service, is thirteen mills per City Charter. 57 Citywide Context and Budget Process  Modified Accrual Basis - Revenues are recorded as the amount becomes measurable and available. Expenditures are recorded when the liability is incurred.  Operating Budget - Represents the amount of money necessary to provide for the day to day functions of city government. It does not include internal transfers between funds, nor does it include expenditures for debt service and capital projects.  Operating Expenses - Those items that a department will utilize in its daily operations. Examples of these items would be copying, office supplies, postage, work supplies, and chemicals. In addition, any item that a department receives from outside agencies such as telephone services, gas and electric charges, equipment rentals, rent, advertising, and contractual arrangements are also included in operating expenses.  Personnel Services - This category includes salary and benefits for standard and temporary employees. It also includes budgeted overtime.  Plant Investment Fees - Charges to development for connecting to the city's water or sewer system to compensate for the incremental use of capacity consumed in order to serve the development.  Program - A specific activity within a department. A grouping of programs typically defines a division within a department.  Projected - Estimation of revenues or expenditures based on past trends, current economic conditions and future financial forecasts.  Reserves - Funds which are planned to not be spent in the current budget year, and whose level is established by a specific policy decision. Please refer to specific reserve policies in this document.  Revised Budget - Most recent estimate of revenues and expenditures including additional appropriations made throughout the year and encumbrances carried over.  Special Assessment - A levy made against certain properties to defray part or all of the cost of a specific improvement or service deemed to primarily benefit those properties.  Supplemental Requests - Programs and services which departments would like to have added to their budget. Typically, supplemental requests are covered by additional revenue, as is the case with new grants. 58 Citywide Context and Budget Process  Unallocated Fund Balances - Unspent funds whose levels at any point in time are the difference between expected revenues plus any unspent funds from prior years, and budgeted expenditures. The primary conceptual difference between unallocated fund balances and reserves is that reserves are earmarked by conscious policy decisions, and unallocated fund balances are funds which remain above the reserve.  User Fees - The payment of a fee for direct receipt of a public service by the party benefiting from the service. 59 City of Boulder CITYWIDE FINANCIAL AND MANAGEMENT POLICIES 2014 Annual Budget The purpose of the City of Boulder’s Financial and Management Policies is to provide guidelines and goals that will influence and direct the financial management practice of the city. A financial policy that is adopted, adhered to, and regularly reviewed is recognized as the cornerstone of sound financial management. An effective financial policy:  Provides principles and guidelines that minimize costs and reduce risk  Maintains appropriate financial capacity for present and future needs  Ensures legal compliance and appropriate internal controls. The following financial and management policies are intended to be consistent with the City of Boulder’s Charter and the Boulder Revised Code. The related section of the City Charter can be found at: City Charter Article VI Finance and Record. The Boulder Revised Code can be found at: Boulder Revised Code. Section 1: Budget Policy 1.1 Budget Submittal and Adoption  No later than three months before the end of each fiscal year, the City Manager shall prepare and submit to the Council an annual budget for the ensuing year.  City Council will adopt a budget every year by December 1 prior to the budget period.  The legal period of the council adopted budget is one fiscal year.  The fiscal period for the City of Boulder is January 1 to December 31. 1.2 Form of Budget  The budget shall present an itemized statement of the appropriations recommended by the City Manager for estimated expenses and for permanent improvements for each department and each division for the ensuing fiscal year.  Comparative data of the appropriations and the expenditures for the current and last preceding fiscal year as well as the increases or decreases in the recommended budget shall be provided. 1.3 Balanced Budget  Annual budgets shall be balanced. Budgeted expenditures and transfers-out will not exceed reasonable projections of the sum of current year revenues, transfers-in, and available fund balances.  One-time revenues shall only be used to cover on - time costs and ongoing revenues shall only be used to cover ongoing costs.  Debt service shall not be utilized for operating expenses. 60 1.4 Changes to Adopted Budget  Normally, initial appropriations (excluding carryovers and encumbrances) will be made only in the context of the annual budget process when all city needs can be reviewed and prioritized in a comprehensive manner. The annual budget process will also include a projection of the multi-year impact of decisions. Two annual, one-time adjustments to the initial appropriations may be submitted to City Council for approval. 1.5 Budget Process  While the Charter establishes time limits and the essential content of the City Manager’s proposed budget, the budget preparation process is not prescribed. The preparation process is developed by the City Manager with input from the City Council.  The city will develop its annual budget in such a manner in order to incorporate historical trend analysis for revenues and expenditures with an adjustment for current financial trends and developments as appropriate. 1.6 Form of Budget  The budget shall present an itemized statement of the appropriations recommended by the City Manager for estimated expenses and for permanent improvements for each department and each division for the ensuing fiscal year.  Comparative data of the appropriations and the expenditures for the current and last preceding fiscal year as well as the increases or decreases in the recommended budget shall be provided. 1.7 Budgetary Control  The City of Boulder monitors revenues and expenditures on an ongoing basis and ensures that expenditures do not exceed appropriation in a fund for the annual fiscal period. Section 2: Revenue Policy 2.1 Revenue Review and Projection  The city reviews estimated revenue and fee schedules as part of the budget process. Estimated revenue is projected in a "most likely" scenario for five years and updated annually.  A long-rage financial plan that accounts for long-term revenue and expenditures is updated every 5 years. 2.2 User Fee Guidelines  The City of Boulder is allowed to recapture, through fees, up to the full cost of providing specific services. The fees will be calculated based on the end user of the service, administrative costs, and market rates.  Proposed rate increases are based on the Citywide Pricing Policy Guidelines, adopted by council in 1994. User fees shall be aligned with these guidelines over a five-year period. Financial and Management Policies 61  Fees will be reviewed and updated on an ongoing basis.  After a fee has been set, any subsidy or reduced rate user fee offered by the City of Boulder will be based primarily on economic or financial need and are available to City of Boulder residents only. The basis for determining financial need will be 50% of the average median income (AMI) for Boulder County. 2.3 Utility Charges  Proposed rate increases to monthly user fees are developed using a cost-of-service methodology which includes the following:  Determination of the Utility's revenue requirements for operations, maintenance, and capital construction;  Ability of the Utility to maintain adequate reserves and meet debt service coverage requirements;  Analysis of customer demands and usage characteristics;  Allocation of revenue requirements to customer service characteristics;  Development and design of rate schedules.  Other charges for specific services are designed to recover costs and follow the Citywide Pricing Policy Guidelines, adopted by council in 1994.  Plant Investment Fees, one-time charges to customers connecting to the utility system, are based on the replacement value of the utility assets and are reviewed every 3-5 years. 2.4 Property Tax  Mill levies shall be certified compliant with the City Charter and TABOR restrictions (with the exception of voter approved removal of TABOR limitations, commonly known as “de-Brucing”).  The City Council shall make an annual appropriation, which shall amount to not less than the return of one-third of a mill tax levied upon each dollar of assessed valuation of all taxable property in the City of Boulder. 2.5 Excise Taxes  In November 1998, the electorate approved a ballot issue that increased the current excise tax rates by an inflationary factor. The rate will be adjusted annually by an inflation factor until the maximum amount included in the ballot issue is reached. 2.6 Education Excise Tax  Education Excise Tax revenues shall be expended in a manner that supports both Boulder Valley School District (BVSD) and City of Boulder needs and objectives.  Potential projects for Education Excise Tax expenditure may be proposed either by the city or BVSD. 2.7 Asset Forfeiture Revenue  Asset forfeiture/seizure revenue resulting from crime prevention/apprehension activities by the Police Department shall be held in reserve and spent only in accordance with the related Federal Guidelines. Financial and Management Policies 62 2.8 Accrued Interest -Earmarked Funds  The determination of whether earmarked funds shall accrue interest income is whether the General Fund costs required to collect and administer such funds are allocated to the subject funds.  Interest income shall not be distributed to funds unless they are bearing their appropriate allocation of administrative costs. 2.9 Unspent Revenues  On an annual basis, any unspent revenues subject to and in compliance with the associated limitations of TABOR revenue and spending constraints shall be "reserved" and therefore will be considered "spending" in the current fiscal year. Section 3: Financial Administration 3.1 General Information  The Finance Department shall collect taxes and maintain financial records. 3.2 Financial Audit  In accordance with City Charter requirements, the city will contract for an annual audit by a qualified independent certified public accountant. The city will strive for an unqualified auditors’ opinion. 3.3 Administrative Charges  The city shall employ a cost allocation system to identify the full cost of providing services to the public and recover certain costs incurred by various funds in providing support services to other city departments.  The system shall accomplish the following objectives: complete recovery of costs incurred with the exception of the costs of "general governance"; equitable allocation of costs to users; provision of incentives for service providers to deliver products and services efficiently and effectively; provision of a stable cost allocation system to facilitate the organization's budgeting for charges and revenues; promotion of customer confidence in and acceptance of the accuracy, reasonableness, and fairness of the charges they incur.  Charges for "general governance" (City Council, City Clerk council support and elections, etc.) shall not be cost allocated to restricted funds but instead shall be entirely funded out of the General Fund. The "general governance" category shall not include election costs for ballot issues related to funds with earmarked revenue sources. Costs for non-General Fund ballot issues shall be charged to the appropriate fund.  Boulder Housing Partners (formerly the Housing Authority) shall not be charged cost allocation. The City Attorney serves as General Counsel to Boulder Housing Partners and all costs for services provided by the City Attorney’s Office shall be borne by the General Fund. Financial and Management Policies 63 3.4 Building Maintenance/Renovation  To protect city investment in facilities, funds shall be budgeted annually for maintenance of such facilities. To extend the life of these assets, the goal shall be to increase the funds budgeted annually for maintenance of facilities to approximately 2 percent of the replacement cost (with the exception of debt financed facilities).  The Facility & Asset Manager will prioritize maintenance/renovation needs to ensure that critical systems are properly maintained so that facility safety and operations continue without interruption.  If/when the revenue base permits, facility maintenance funding shall be given a high priority before consideration of other service restorations or additions. 3.5 Replacement Costs  Funds shall be reserved annually for replacement of city equipment and computers, and these costs will be reflected in the operating expenditures of the activity using the equipment, to facilitate accurate costing of service delivery.  Recognizing the contribution of technology in efficient and effective service provision, improvements in technology shall be important considerations in resource allocations.  Vehicles shall normally be purchased rather than leased and a vehicle replacement fund shall be maintained for replacement of vehicles at the end of their useful life. In the limited situations where vehicles may be leased (temporary vehicles, fire apparatus, etc.) specific approval by the City Manager is required. 3.6 Vehicle Charges  It is the expectation of the City Manager's Office that all departments will meet the objectives of the Fleet Evaluation Study. These objectives are for no increase in miles driven in the conduct of City business and no net increase in the number of fleet units. 3.7 Grant Expenditures  Expenditures related to grants shall continue only during the period of time they are funded by the grant.  Any grant employees will be considered fixed-term.  The City Manager shall appoint a Grants Committee of Finance and Budget staff to review applications for new grants before they are submitted to the granting agency. 3.8 Property & Casualty and Workers Compensation Funds  Both the Property & Casualty and the Workers’ Compensation liability will be self- insured. The goal for both is to fully fund an actuarially calculated liability as of the end of the prior year at the appropriate confidence level.  An actuarial study will be completed every two years in order to determine the appropriate reserve levels. 3.9 Accumulated Sick, Vacation Time, & Appreciation Bonus  To facilitate the long-term financial sustainability of the City, liabilities associated with accumulated sick time, vacation time, appreciation bonuses, and/or any other employee benefits that would result in liability upon termination or retirement shall be fully funded. Financial and Management Policies 64 3.10 Compensation Policy  The Human Resources Department shall develop and maintain a compensation philosophy that support responsible stewardship of public funds, while enabling the city to attract, engage, empower and retain exceedingly talented employees who are committed to serving the community. Section 4: Capital Improvement Plan 4.1 Capital Improvement Plan (CIP) Submission  In coordination, the Finance and Planning departments will submit annually to the City Manager, not less than sixty days prior to the date for submission of the City Manager's proposed budget to the City Council, a list of recommended capital improvements to be undertaken during the forthcoming six-year period, accompanied by a six-year capital budget.  While the Charter establishes time limits and the essential content of the proposed CIP budget, the budget preparation process is not prescribed. The preparation process is developed by the City Manager with input from the City Council. 4.2 Inclusion of Operating Costs  Prior to approval of capital projects, associated operating costs must be identified, in accordance with the CIP Guiding Principles, and included in balanced multi-year operating budgets. 4.3 Capital Improvement Project Contingency Funds  CIP project contingency funds may be expended by the Project Manager, with Director approval, for unanticipated needs or changes that are within the original scope of the project.  Requested modifications exceeding the original scope of the project shall be presented to council for approval. 4.4 CIP Arts Funding  Where feasible, Project Managers, when designing capital projects should incorporate public art into the design. Section 5: Pension Plan Policy 5.1 Authorization to Expend Funds for Administrative Costs  If budgetary conditions permit, the city may authorize defined contribution (money purchase) pension plans to expend certain forfeiture funds for administrative costs. The plan board(s) may submit a request annually to the City Manager to be considered in the context of the city's annual budget process. 5.2 Increase for “Old Hire” Police and Fire Pension Plans  “Ad hoc”/cost of living increases, from within the pension plans, for retirees of the Old Hire Police and Old Hire Fire Pension Plans will be funded only if adequate funds are available, on an actuarially sound basis, from existing plan assets. Financial and Management Policies 65 Section 6: Debt Policy 6.1 Policy Statements  The City shall not become indebted for any purpose or in any manner to which the total amount exceeds three percent of the assessed valuation of the taxable property within the City (including existing debt).  Debt shall be considered only for capital purchases/projects and the term of the debt shall not exceed the useful life of the financed asset.  The term of any bond issues and the rate of interest shall be fixed by the ordinance submitting the question to the registered electors of the city.  Bonds shall be sold to the highest responsible bidder, but in no case for less than par, and in all cases to the best advantage of the city.  Municipal bonds, Interfund loans, equipment leases (with the exception of vehicles) and sale/leaseback agreements are approved methods for financing capital projects. Section 7: Reserve Policy 7.1 Fund Reserves  The table at the end of this section defines individual reserve goals by fund. 7.2 Declared Emergency  In the case of a declared emergency within the City, applicable insurance coverage (subject to the related deductibles) would be the first funding source utilized. Emergency reserves and reserve funds established for other purposes may be utilized for needs related to emergency situations.  The following reserve categories could be utilized if required (as prioritized based upon the importance of the needs related to the emergency versus the negative impact of the steps necessary to replenish reserves in the future): General Fund (no legal restrictions):  Emergency/stabilization reserve  Computer replacement reserve  Facility renovation and replacement reserve  Workers compensation reserve (would have to "book" any unfunded liability)  Property & casualty self-insurance reserve (would have to "book" any unfunded liability)  Insurance stabilization reserve Restricted funds (only for emergency purposes within the function of each fund):  Emergency/stabilization reserves  Various replacement reserves Financial and Management Policies 66 Section 8: Cash Management and Investments 8.1 Investment  It is the policy of the City of Boulder to invest public funds in a manner which will provide preservation of capital, meet the daily liquidity needs of the City, diversify the City’s investments, conform to all cited local and state statutes governing the investment of public funds, and generate market rates of return.  Investments shall be made in accordance with the City Charter and city ordinances and resolutions concerning social or environmental issues. 8.2 Diversification  It is the policy of the City to diversify its investment portfolio. Investments shall be diversified to eliminate the risk of loss resulting from over concentration of assets in a specific maturity, a specific issuer or a specific class of securities. Diversification strategies shall be reviewed periodically by the Investment Committee. 8.3 Cash Management  All excess cash, except for cash in certain restricted and special accounts, shall be pooled for investment purposes. The investment income derived from the pooled investment account shall be allocated to the contributing funds based upon the proration their respective average balances bear to the total pooled balance. Interest earnings shall be distributed to the individual funds on a quarterly basis. 8.4 Reporting  The City Manager, or City Manager’s delegate, shall prepare regular reports, at least annually, to the City Council on the investment earnings and performance results of the City’s investment portfolio. Financial and Management Policies 67 City of Boulder RESERVE POLICIES BY FUND 2014 Annual Budget 68 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 29,313,000 Emergency Reserve Reserve is to provide a cushion for revenue shortfalls, emergencies, and for expenditure opportunities. Based upon GF expenditures less grants: proposed goal is to have a 15% reserve. 17,230,000 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for the 27th pay period for year in which it occurs (e.g. 2013). 1,557,000 Yes $ 6,104,000 $ 871,108 Compensated Absences Liability Reserve Reserve was established to fund sick/vac/app. bonus liability. Reserve is to fully cover sick/vac/app. bonus liability. 190,033 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve was established to fund 27th pay period which occurs every 11 years. 18,600 Yes $ 441,815 $ 30,763 Compensated Absences Liability Reserve Reserve was established to fund sick/vac/app. bonus liability. Reserve is to fully cover sick/vac/app. bonus liability. 24,683 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for the 27th pay period for year in which it occurs (e.g. 2013). 6,080 Yes $ - $ 692,724 Designated Reserve This is an unappropriated reserve for operating and capital emergencies and revenue shortfalls. 25% of Fund’s operating budget. 116,347 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 9,510 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 3,220 Yes $ 563,647 Liability Liability Projected 2014 Year-End Fund Balance Before Reserves Liability Liability Projected 2014 Year-end Fund Balance After Reserves Emergency/ Stabilization AFFORDABLE HOUSING .25 CENT SALES TAX Projected 2014 Year-End Fund Balance Before Reserves Liability Liability Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-end Fund Balance After Reserves AIRPORT Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Liability GENERAL Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization 69 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 110,538 Designated Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. 10% of Fund’s operating budget. 5,035 Yes $ 105,503 $ 35,662 Designated Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. 10% of Fund’s operating budget. 1,260 Yes $ 34,402 6,762,198$ Emergency Reserve Reserve was established to cover emergencies and revenue fluctuations. Current reserve policy designates $500,000 to cover the purposes of the fund. 500,000 Yes $ - $ 101,867 Emergency Reserve Reserve is to provide a cushion for revenue shortfalls, emergencies, and for expenditure opportunities. Reserve is currently set at $50,000. 50,000 Yes Compensated Absences Liability Reserve Reserve was established to fund sick/vac/app. bonus liability. Reserve is to fully cover sick/vac/app. bonus liability. 2,077 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve was established to fund 27th pay period which occurs every 11 years. 12,500 Yes $ 37,290 28,653$ Compensated Absences Liability Reserve Reserve was established to fund sick/vac/app. bonus liability. Reserve is to fully cover sick/vac/app. bonus liability. 16,553 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for the 27th pay period for year in which it occurs (e.g. 2013). 12,100 Yes $ - BOULDER JUNCTION GENERAL IMPROVEMENT DISTRICT (GID) PARKING Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-end Fund Balance After Reserves Liability Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Liability Liability Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Liability Emergency/ Stabilization BOULDER JUNCTION GENERAL IMPROVEMENT DISTRICT -TDM Emergency/ Stabilization CAPITAL DEVELOPMENT Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves CLIMATE ACTION PLAN COMMUNITY HOUSING ASSISTANCE PROGRAM Emergency/ Stabilization 70 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 6,052,084 Reserve was created to level out spending for micro- computer related hardware and software. Goal is that this fund will cover the replacement of existing computer systems and keep software maintenance up to date. 3,559,659 Yes 2,492,426$ $ 4,924,669 Emergency Reserve This is an unappropriated reserve to fund unanticipated operating emergencies. Also included within this reserve are funds intended to meet the 3% of Funding Sources Reserve Requirements of TABOR. 10% of Fund’s total operating uses. 442,962 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 86,236 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 155,780 Yes Bond Reserve These reserves are established in accordance with bond covenant requirements for revenue bonds. Reserve amount defined individually for each bond issuance, equal to approximately 1/6th of the next interest payment and 1/12th of the next principle payment. 285,089 Yes $ 3,954,603 Emergency/ Stabilization Liability COMPUTER REPLACEMENT DOWNTOWN COMMERCIAL DISTRICT Liability Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves Replacement Bond Projected 2014 Year-End Fund Balance Before Reserves 71 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) 3,767,347$ Reserve was created to level out spending for replacement of city’s equipment. Includes contributions annually from general & non- general funds. It is the policy of the City of Boulder that all equipment users shall fund the replacement of equipment through contributions to the Equipment Replacement Fund (ERF). Annual contributions by unit shall be calculated by Facilities & Asset Management (FAM) and distributed to users during the budget process. 3,766,842 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g., 2013). 505 Yes $ - $ 2,824,881 Fund was created to protect the city investment in facilities. To protect city investment in buildings, funds shall be budgeted annually for major maintenance and renovation and replacement of such buildings. To extend the life of these assets, the goal over a 20 year period shall be to increase the funds budgeted annually for maintenance of buildings to approximately 2% of the current replacement value. 2,823,391 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g., 2013). 1,490 Yes $ - Projected 2014 Year-end Fund Balance After Reserves EQUIPMENT REPLACEMENT Projected 2014 Year-end Fund Balance After Reserves Liability Replacement Replacement Liability Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-End Fund Balance Before Reserves FACILITY RENOVATION AND REPLACEMENT 72 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 599,920 Operating Reserve This is an unappropriated reserve for operating emergencies. 5% of Fund's operating budget. 382,502 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 191,518 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g., 2013). 25,900 Yes $ - 1,358,591$ Emergency Reserve was established to cover emergencies. Current reserve policy designates 10% of annual Library revenues for emergencies. 104,227 Yes $ 1,254,364 Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves LIBRARY Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Emergency/ Stabilization Liability FLEET OPERATIONS Liability 73 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 14,104,894 OSBT Contingency Reserve Reserve was established to cover revenue fluctuations which might impact the Fund’s ability to make debt service payments, as well as emergencies related to acquisitions. Reserve per OSBT is to cover an amount based on outstanding General Obligation and BMPA debt totals supported by sales tax revenues. 3,500,000 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 490,000 Yes Property and Casualty Reserve Reserve was established to cover retained insurance exposure. Reserve is to cover 100% of retained loss not covered by the city’s insurance policy. 400,000 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 45,000 Yes Capital Reserve Reserve for Gross Reservoir Expansion. Reserve is to cover OSMP obligation to improve South Boulder Creek flow. 1,750,000 Yes $ 7,669,894 $ 424,658 Compensated Absences Liability Reserve Reserve was established to fund sick/vac/app. bonus liability. Reserve is to fully cover sick/vac/app. bonus liability. 61,930 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve was established to fund 27th pay period which occurs every 11 years. 11,000 Yes $ 351,729 PERMANENT PARKS AND RECREATION Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Liability Liability Projected 2014 Year-End Fund Balance Before Reserves Special Purpose Projected 2014 Year-end Fund Balance After Reserves Liability OPEN SPACE Liability Liability 74 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 3,680,481 Operating Reserve This is an unappropriated reserve which was established to cover revenue fluctuations and operating emergencies. 10% of the operating budget that is funded by fees and permit revenue. 614,441 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 97,000 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick & vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by the Finance Department. 304,270 Yes State Historic Tax Credit The reserve was established to cover the fund balance associated with the state historic tax credit program. Reserve is to cover 100% of the state historic tax credit fund balance. 10,862 Yes $ 2,653,908 4,700,219$ Liability The Property & Casualty Reserve will be self-insured. The fund was set up when insurance costs were expected to increase significantly. Goal is to fully fund an actuarially calculated liability as of the end of the prior year at the 80% confidence level. 1,665,746 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 5,900 Yes $ 3,028,573 1,047,281$ Emergency Reserve Reserve is to provide a cushion for revenue shortfalls, emergencies, and for expenditure opportunities. Policy is to allow a rolling fund balance to provide stability to annual operations that may otherwise be affected by shortfalls in revenue. 50,000 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve was established to fund 27th pay period which occurs every 11 years. 98,000 Yes $ 899,281 Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves Liability Liability PROPERTY AND CASUALTY Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves RECREATION ACTIVITY Liability Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Liability Projected 2014 Year-end Fund Balance After Reserves Emergency/ Stabilization Liability Liability PLANNING AND DEVELOPMENT SERVICES 75 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 3,149,506 Bond Reserve These reserves are established in accordance with bond covenant requirements for revenue bonds. Reserve amount defined individually for each bond issuance, equal to approximately one year’s annual debt payment. 324,984 Yes Post-Flood Property Acquisition Reserve is for post - flood property acquisition in the event of a flood. Reserve is increased by $150,000 a year such that the fund will accumulate and maintain a level of $1,000,000. 1,050,000 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 61,279 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 34,480 Yes Operating Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. 25% of Fund’s operating budget (including transfers). 929,943 Yes Capital Reserve This is an unappropriated reserve for capital expenditures due to emergencies and/or revenue shortfalls. Minimum annual capital costs for renewal and replacement of utility infrastructure. 200,000 Yes $ 548,821 $ 1,129,912 Reserve was created to level out spending for Telecommunications system replacement and upgrades. Goal is that this fund will fund the city's phone service equipment replacement and fiber network needs. 1,129,912 Yes -$ Liability Projected 2014 Year-end Fund Balance After Reserves Liability Emergency/ Stabilization Emergency/ Stabilization STORMWATER/FLOOD MANAGEMENT UTILITY Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Bond Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves TELECOMMUNICATIONS Replacement 76 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 1,806,016 Designated Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. Reserve is set at $475,000. 1,035,464 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 166,360 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement and includes allocation for designated reserves. Reserve is to cover 100% of accrued costs as determined by Finance Department. 180,614 Yes $ 423,579 $ 367,884 Designated Reserve This is an unappropriated reserve for operating and capital emergencies and revenue shortfalls. Reserve is set at $25,000. 25,000 Yes North Boulder Undergrounding Reserve Reserve established to be used for burying overhead lines in accordance with the Xcel franchise agreement. Reserve is set at $112,860. 112,860 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 3,790 Yes $ 226,234 Liability Projected 2014 Year-End Fund Balance Before Reserves Emergency/ Stabilization Liability TRANSPORTATION Liability Emergency/ Stabilization Projected 2014 Year-end Fund Balance After Reserves Liability Projected 2014 Year-end Fund Balance After Reserves Projected 2014 Year-End Fund Balance Before Reserves TRANSPORTATION DEVELOPMENT 77 Reserve Policies Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 748,188 Emergency Reserve This is an unappropriated reserve to fund unanticipated operating emergencies. Also included within this reserve are funds intended to meet the 3% of Funding Sources Reserve Requirements of TABOR. 25% of Fund’s total uses. 142,304 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 31,326 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 13,714 Yes $ 560,844 $ 8,667,898 Bond Reserve These reserves are established in accordance with bond covenant requirements for revenue bonds. Reserve amount defined individually for each bond issuance, equal to approximately one- year’s annual debt payment. 670,139 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 602,059 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 142,480 Yes Operating Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. 25% of Fund’s operating budget (including transfers). 2,527,869 Yes Capital Reserve This is an unappropriated reserve for capital expenditures due to emergencies and/or revenue shortfalls. Minimum annual capital costs for renewal and replacement of utility infrastructure. 500,000 Yes $ 4,225,351 Projected 2014 Year-End Fund Balance Before Reserves WASTEWATER UTILITY Bond Liability Liability Projected 2014 Year-end Fund Balance After Reserves Emergency/ Stabilization Emergency/ Stabilization Projected 2014 Year-End Fund Balance Before Reserves Projected 2014 Year-end Fund Balance After Reserves Emergency/ Stabilization Liability UNIVERSITY HILL COMMERCIAL DISTRICT Liability 78 Category Reserve Purpose Current Reserve Policy 2014 Projected Amount Reserve Policy Met (Yes/No) $ 32,360,110 Bond Reserve These reserves are established in accordance with bond covenant requirements for revenue bonds. Reserve amount defined individually for each bond issuance, equal to approximately one year’s annual debt payment. 2,934,796 Yes Lakewood Pipeline Remediation Reserve This is an unappropriated reserve to be used for inspections and improvements for Lakewood Pipeline. The 2006 Lakewood Pipeline Settlement resulted in $15 million to the city. This money and related interest reside in this reserve until it is needed for the pipeline. 15,588,815 Yes Compensated Absences Liability Reserve The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Reserve is to cover 100% of accrued costs as determined by Finance Department. 591,445 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 163,400 Yes Operating Reserve This is an unappropriated reserve for operating emergencies and/or revenue shortfalls. 25% of Fund’s operating budget (including transfers). 4,260,344 Yes Capital Reserve This is an unappropriated reserve for capital expenditures due to emergencies and/or revenue shortfalls. Minimum annual capital costs for renewal and replacement of utility infrastructure. 2,000,000 Yes $ 6,821,310 $ 2,881,783 Liability The Workers Comp fund is self-insured. The fund was developed to enhance the management of program costs. Goal is to fully fund an actuarially calculated liability as of the end of the prior year at the 80% confidence level. 1,502,635 Yes Pay Period 27 Reserve Reserve established to provide funding for years in which there are 27 pay periods. First one occurs in 2013. Reserve is to cover 100% of cash payment for 27th pay period for year in which it occurs (e.g. 2013). 6,915 Yes $ 1,372,233 Note: Various fund have additional reserves not shown above such as endowments or legally mandated reserves that do not have a specific policy associated with the reserve. These reserves can be found in the Fund Financial section of the Budget Book. WORKERS COMPENSATION Bond Special Purpose Projected 2014 Year-End Fund Balance Before Reserves Liability Liability Emergency/ Stabilization Projected 2014 Year-end Fund Balance After Reserves Emergency/ Stabilization WATER UTILITY Projected 2014 Year-end Fund Balance After Reserves Liability Projected 2014 Year-End Fund Balance Before Reserves Liability Reserve Policies 79 City of Boulder CITYWIDE SUMMARIES 2014 Annual Budget The 2014 Annual Budget totals $270 million and represents a 5.8 percent increase over the 2013 Approved Budget for all funds, including governmental, enterprise, internal service and capital improvement funds. The operating budget represents a 4.6 percent increase over 2013, while the capital budget represents 25.8 percent increase over 2013. Figure 5-01 organizes the budget into its fundamental parts, separating operating from capital appropriations, and general from dedicated fund appropriations. Figure 5-01: 2014 Annual Budget Total Budget $269,496 General Fund $101,959 Capital Budget $42,046 Operating Budget $227,450 Dedicated Funds $125,491 80 Table 5-01 provides an executive statement of the city’s funds, including projected January 1, 2014 and December 31, 2014 balances. For the 2014 budget year, $33 million is applied from fund balances citywide to fund anticipated expenses. Most funds that are using fund balance have purposely set aside money in order to fund capital projects. For example, the 2011 Capital Improvement Fund consists primary of bond funds that were received in 2012 and are expended as projects are implemented. Pay-as-you-go financing is a common strategy in capital intensive funds such as the Wastewater Utility Fund, the Transportation Fund and the Permanent Parks and Recreation Fund. In limited circumstances, the use of fund balance may reflect multi-year service obligations (e.g., the Planning and Development Services Fund), which may result in revenue being collected in the first year and the city service being provided in the subsequent year. The Fund Financials section of this document shows a six year projection for each fund, in addition to 2012 actual and 2013 revised budget amounts. Moreover, each fund’s reserve policy and current balances are summarized in the Budget Policies section of this document. Sources, Uses, and Debt Service 81 Sources, Uses, and Debt Service Projected Fund Balance 1/1/2014 Estimated Revenues Including Transfers In Appropriations Including Transfers Out Projected Fund Balance 12/31/2014 Projected Changes in Fund Balance General 29,992$ 115,046$ 115,684$ 29,354 (637)$ .25 Cent Sales Tax 809 7,637 7,575 871 62 Affordable Housing 18 1,430 1,417 31 13 Airport 760 1,948 2,015 693 (67) Boulder Junction Access GID TDM 30 131 50 111 80 Boulder Junction GID Parking 21 27 13 36 14 Boulder Junction Improvement 784 1,794 1,544 1,034 250 Capital Development 6,530 605 373 6,762 232 Capital Improvement Fund 22,371 132 22,108 394 (21,976) Climate Action Plan 102 1,846 1,846 102 0 Community Development Block Grant (CDBG)- 684 684 - - Community Housing Assistance Program 20 2,315 2,306 29 9 Compensated Absences 1,826 742 754 1,814 (12) Computer Replacement 6,127 1,816 1,891 6,052 (75) Downtown Commercial District 3,860 8,080 7,028 4,912 1,052 Equipment Replacement 4,918 802 1,953 3,767 (1,151) Facility Renovation and Replacement 2,476 3,894 3,545 2,825 349 Fleet Operations 598 3,816 3,814 600 2 Fleet Replacement 6,143 6,220 7,345 5,018 (1,125) HOME Investment Partnership Grant - 811 811 - - Library 1,359 7,629 7,629 1,359 - Lottery 212 837 836 214 1 Open Space and Mountain Parks 13,214 28,210 27,319 14,105 891 Permanent Parks and Recreation 694 2,514 2,783 425 (269) Planning and Development Services 5,022 9,176 10,518 3,680 (1,341) Property and Casualty Insurance 5,048 1,640 1,988 4,700 (348) Recreation Activity 1,371 9,946 10,270 1,047 (323) Stormwater/Flood Management Utility 8,663 8,362 13,925 3,100 (5,564) Telecommunications 1,137 723 730 1,130 (7) Transit Pass GID 6 14 15 5 (1) Transportation 4,499 28,729 31,422 1,806 (2,693) Transportation Development 609 677 917 368 (241) University Hill Commercial District 739 576 569 746 6 Wastewater Utility 9,512 15,120 16,039 8,593 (919) Water Utility 30,960 27,803 26,503 32,260 1,300 Worker's Compensation Insurance 3,165 1,534 1,817 2,882 (283) Totals 173,595$ 303,268$ 336,039$ 140,823$ (32,772)$ Note: ACTIVITY BY FUND The table above reflects the impact of the 2014 budget, including estimated revenues (with transfers in) and appropriations (with transfers out), on projected unreserved fund balance. Fund Title Table 5-01: Funds Summary (in $1,000s) [This page is intentionally blank.] 82 83 City of Boulder CITYWIDE SOURCES 2014 Annual Budget The 2014 Annual Budget is based on projected citywide revenues of over $260 million, representing a 4.8 percent increase over the total revenues projected for the 2013 Annual Budget. The three largest revenue sources for the city are sales/use taxes, property taxes and utility rate charges. These three funding sources represent 70.4 percent of the total sources of city funds and are described in more detail below. Figure 5-02: Citywide Revenues (Sources) for 2014 (in $1,000s) TOTAL = $260,471 Sales and Use Tax $102,779 40% Utility Rates $48,274 19% Other $29,112 11% Property Tax $32,356 12% Other Taxes $21,953 9% Intergovernmental Grants $11,225 4% Parks and Recreation $8,629 3% Planning and Development Fees $6,144 2% 84 Figure 5-03 represents the citywide revenue sources without the Water, Wastewater, and Stormwater Utilities. Figure 5-03: Citywide Revenues (Sources) for 2014, without Utilities (in $1,000s) TOTAL = $212,197 Sales and use taxes comprise 39.5 percent of the city’s total revenues. Sales or use tax is a transaction tax levied upon all sales, purchases, and leases of tangible personal property and taxable services sold or leased by persons engaged in business in the city and is collected by the vendor or lessor and remitted to the city. Sales and Use Tax $102,779 49% Other $29,112 14% Property Tax $32,356 15% Other Taxes $21,953 10% Intergovernmental Grants $11,225 5% Parks and Recreation $8,629 4% Planning and Development Fees $6,144 3% Sources, Uses, and Debt Service 85 Sources, Uses, and Debt Service Based on monthly economic data reviewed by the city, the 2014 sales and use tax revenue is pro- jected to increase by 3.5 percent over 2013. The 2013 revenues were on target for meeting 2013 estimates. Through June 2013, sales and use tax collections are up 5.1 percent compared to col- lections though June 2012. Approximately 1.5 percent of this increase is due to one-time reve- nues from business-to-business sales that do not recur on an annual basis. Table 5-02 shows the total 2013 rate of sales and use tax authorized in the city. Table 5-02: Sales and Use Tax Components SALES AND USE TAX COMPONENTS IN 2014 Rate Start Date Expiration Date Transportation Fund 0.15%January 1, 2014 [1]December 31, 2019 General Fund 0.15%January 1, 2005 December 31, 2024 .25 Cent Sales Tax Fund (Parks and Recreation)0.25%January 1, 1996 December 31, 2035 Open Space Fund 0.15%January 1, 2004 [2]December 31, 2039 Open Space Fund 0.33%January 1, 1990 [3]N/A General Fund 1.00%January 1, 1964 N/A General Fund 0.38%January 1, 2009 [4]N/A General Fund 0.15%January 1, 2010 [5]N/A Open Space Fund 0.40%January 1, 1967 N/A Transportation Fund 0.60%January 1, 1967 N/A 2014 Sub Total 3.56% [4] The 0.38% Sales and Use Tax component was extended indefinitely and debruced by voters in 2008. [5] The 0.15% Sales and Use Tax component was extended indefinitely and debruced by voters in 2009. ADDITIONAL TAXES ON RECREATIONAL MARIJUANA IN 2014 Rate Start Date Expiration Date Excise Tax on Cultivation Facility 5.00%January 1, 2014 N/A Sales and Use Tax 3.50%January 1, 2014 N/A [1] A temporary Sales and Use Tax for Transportation was approved by voters in 2013. [3] In 2013, voters approved the extension of this 0.33% Sales and Use Tax as follows: 0.22% for Open Space and 0.11% for general fund purposes from 2019 through 2034; 0.10% for Open Space and 0.23% for general fund purposes starting in 2035. [2] In 2013, voters approved the extension of this 0.15% Sales and Use Tax to be used for Transportation from 2020 through 2029, and to be used for general fund purposes from 2030 to 2039. 86 Figure 5-04 plots recent year trends in sales tax and shows the relative sizes of each major component of city sales and use tax revenue. Figure 5-04: Sales Tax Revenues 2008-2014 (in $1,000s) General .25 Cent Sales Tax Transportation Open Space Fire Training Center Property tax revenue estimates for 2014 utilize the city’s mill levy and current citywide assessed value. All property tax revenue growth (except the 2 mills for public safety services) was restricted to the Denver-Boulder Consumer Price Index (CPI) and a local growth factor, as provided by the Taxpayer Bill of Rights (TABOR) Amendment to the Colorado Constitution. In the November 4, 2008 election, city voters approved the removal of the remaining TABOR restriction on property tax with a phase-in period and without any specific earmark for the use of the funds. Approval of this ballot issue had the effect of reducing the mill levy credit by up to .50 mill each year until the credit was completely eliminated. In 2012, the remaining mill levy credit completely was eliminated. Sources, Uses, and Debt Service 87 In 2014, the mill levy rate remains the same as in 2013. Table 5-03 shows seven years of the his- tory of the mill levy and establishes the basis of the 2014 Annual Budget mill levy. Table 5-03: Property Tax Rates for 2014 PROPERTY TAX 2008 2009 2010 2011 2012 2013 2014 General City Operations 8.748 Permanent Parks Fund (Charter Sec. 161)0.900 Library Fund (Charter Sec. 165)0.333 Subtotal 9.981 Less Mill Levy Credit 0.00 Subtotal (Mills subject to Article X, Sec. 20 of the State Constitution) 9.981 General City Operations (Public Safety) 2.000 Net Mill Levy 9.201 9.841 10.295 10.818 11.981 11.981 11.981 Sources, Uses, and Debt Service 88 In Figure 5-05, the relative sizes of each component of property tax revenue is given for 2008 through 2014. Figure 5-05: Property Tax Revenues 2008-2014 (in $1,000s) General Fund Permanent Parks and Recreation Fund Community Housing Assistance Fund Library Fund Sources, Uses, and Debt Service 89 The 2014 Annual Budget is based on projected General Fund revenues of $115 million (see Figure 5-06), representing a 4.8 percent increase over the total revenues projected for the 2013 Ap- proved Budget. Figure 5-06: General Fund Revenues (Sources) for 2014 (in $1,000s) TOTAL = $115,046 Sales and Use Tax $50,216 44% Property Tax $25,182 22% Other Taxes $18,304 16% Other $10,344 9% Cost Allocation $7,957 7% Parking Violations $2,100 2% Grants $742 <1% Parks and Recreation $201 <1% Sources, Uses, and Debt Service 90 Table 5-04: Summary of Revenues (Sources) by Fund (in $1,000s) SOURCES BY UNRESTRICTED FUNDS 2012 Actual 2013 Approved 2014 Approved General (includes Public Safety Fund) Revenue- Sales and Use Taxes 46,206$ 46,815$ 49,512$ Tax Increment surplus 1,242 963 530 Food Service Tax 660 564 704 Accommodation Tax 4,267 4,331 5,356 Admission Tax 623 608 655 Property Tax 19,519 19,852 20,120 Property Tax (Public Safety)4,917 4,995 5,062 Trash Hauler/Recycling Occupation Tax 1,713 1,656 1,663 Liquor Occupation Tax 633 641 672 Telephone Occupation Tax 774 772 774 Cable Television Franchise Tax and PEG Fee 1,339 1,164 1,339 Utility Occupation Tax 6,000 6,000 6,180 Specific Ownership Tax 1,431 1,259 1,310 Tobacco Tax 357 340 357 Misc. Charges for Services 516 199 537 NPP and Other Parking Revenue 174 143 157 Meters - Out of Parking Districts 555 475 545 Meters - Within Parking Districts 2,917 2,800 2,825 Sale of Goods 84 67 89 Misc. Fines and Administr. Penal 25 2 27 Municipal Court Charges & Fines 2,299 2,190 2,200 Parking Violations 2,056 2,100 2,100 Photo Enforcement 1,331 1,490 1,445 Business Licenses 554 237 412 Misc. Intergovernmental Charges 689 - 361 Court Awards 146 126 155 Grants 1,086 756 798 Interest & Investment Earnings 341 500 303 Leases, Rents and Royalties 127 148 135 Miscellaneous Revenues 324 500 350 Education Excise Tax (To Reserve)227 - - Parks Fees 189 201 271 Housing/Human Services Fees 338 219 148 Subtotal General Fund Revenue 103,659$ 102,113$ 107,089$ Transfers In- Cost Allocation - All Funds 7,546$ 7,557$ 7,841$ Other 1,315 81 116 Subtotal General Fund Transfers In 8,861$ 7,638$ 7,957$ Total General Fund Sources 112,520$ 109,751$ 115,046$ Fund and Source Sources, Uses, and Debt Service 91 SOURCES BY UNRESTRICTED FUNDS (Cont.) 2012 Actual 2013 Approved 2014 Approved Community Housing Assistance (CHAP) Property Tax 1,964$ 1,998$ 2,025$ Development Excise Tax 134 100 150 Interest and Investment Earnings 75 29 20 Loan Repayment - 120 120 Proceeds from Sale of Units 944 - - Total CHAP Sources 3,117$ 2,247$ 2,315$ Total Unrestricted Sources 115,637$ 111,998$ 117,361$ Fund and Source 2012 Actual 2013 Approved 2014 Approved .25 Cent Sales Tax Sales and Use Taxes 6,849$ 7,054$ 7,470$ Interest and Investment Earnings 33 20 20 Other 101 50 147 Subtotal 6,983$ 7,124$ 7,637$ Affordable Housing Fund Cash In Lieu of Affordable Units 12,773$ 1,000$ 1,000$ Interest and Investment Earnings 95 55 30 Transfers In 325 325 240 Other 206 156 156 Fees 4 4 4 Subtotal 13,403$ 1,540$ 1,430$ Airport Misc. Charges for Services 11$ -$ 8$ Grants 53 - 1,400 Interest and Investment Earnings 5 3 4 Leases, Rents and Royalties 425 426 536 Miscellaneous - - - Sale of Land - 500 - Subtotal 494$ 929$ 1,949$ BMPA Debt Service Fund Leases, Rents and Royalties 2,497$ 161$ 1,662$ Subtotal 2,497$ 161$ 1,662$ Boulder Junction Access GID - TDM Property Tax 19$ 18$ 18$ Payments in Lieu of Taxes - 48 113 Subtotal 19$ 66$ 131$ Boulder Junction Access GID - Parking Property and Specific Ownership Tax 14$ 27$ 27$ Subtotal 14$ 27$ 27$ SOURCES BY RESTRICTED FUNDS Fund and Source Sources, Uses, and Debt Service 92 2012 Actual 2013 Approved 2014 Approved Boulder Junction Improvement Excise Tax 25$ 244$ 781$ Use Tax 656 269 301 Interest and Investment Earnings 14 - 5 Transfers In 200 728 200 Miscellaneous Revenues 143 506 Subtotal 1,038$ 1,241$ 1,794$ Capital Development Development Excise Tax 86$ 1$ 138$ Impact Fees 634 329 427 Interest and Investment Earnings 61 46 40 Subtotal 781$ 376$ 605$ Capital Improvement Bond Fund Transfers from Other Funds 915$ -$ -$ Interest Income 54,954 506 132 Subtotal 55,869$ 506$ 132$ Climate Action Plan Climate Action Plan Tax 1,840$ 491$ 1,840$ Miscellaneous Revenues 11 - - Interest and Investment Earnings 11 - 6 Grant Revenue 51.00 - - Subtotal 1,913$ 491$ 1,846$ Community Development Block Grant (CDBG) Federal - Direct Grants 574$ 720$ 684$ Subtotal 574$ 720$ 684$ Compensated Absences Charges from Departments 784$ 844$ 730$ Interest and Investment Earnings 17 14 12 Subtotal 801$ 858$ 742$ Computer Replacement Charges from Departments 1,742$ 1,743$ 1,771$ Interest and Investment Earnings 55 88 45 Miscellaneous Revenues 9.00 - - Subtotal 1,806$ 1,831$ 1,816$ Downtown Commercial District Property and Specific Ownership Tax 1,099$ 1,085$ 1,106$ Parking Charges 4,187 3,979 4,297 Interest and Investment Earnings 38 35 23 Leases, Rents and Royalties 162 185 180 Miscellaneous Revenues 325 21 20 Transfers In 1,400 1,475 1,525 Tax Increment Financing 1,766 1,462 890 10th and Walnut Other Revenue 7,833 39 39 Subtotal 16,810$ 8,281$ 8,080$ Equipment Replacement Charges from Departments 867$ 741$ 773$ Interest and Investment Earnings 79 30 29 Subtotal 946$ 771$ 802$ SOURCES BY RESTRICTED FUNDS (Cont.) Fund and Source Sources, Uses, and Debt Service 93 2012 Actual 2013 Approved 2014 Approved Facility Renovation & Replace Charges from Departments 1,810$ 482$ 481$ Transfer from Major Maintenance 1,469 1,550 2,701 Energy Contract Revenue 10,396 825 697 Miscellaneous Revenues 370 - - Interest and Investment Earnings 101 20 15 Subtotal 14,146$ 2,877$ 3,894$ Fire Pension City Pension Contributions 1,667$ 94$ 261$ Subtotal 1,667$ 94$ 261$ Fleet Maintenance Charges from Departments 3,245$ 3,564$ 3,442$ Interest and Investment Earnings 1 5 3 Miscellaneous Revenues 376 373 371 Subtotal 3,622$ 3,942$ 3,816$ Fleet Replacement Charges from Departments 4,852$ 4,740$ 5,649$ Interest and Investment Earnings 104 83 36 Miscellaneous Revenues 507 546 535 Subtotal 5,463$ 5,369$ 6,220$ HOME Federal - Direct Grants 1,601$ 800$ 811$ Subtotal 1,601$ 800$ 811$ Library Property Tax 819$ 832$ 843$ Misc. Charges for Services 164 120 120 Interest and Investment Earnings 18 15 15 Leases, Rents and Royalties 5 9 9 Grants 57 63 32 Transfers In 6,298 6,511 6,587 Other 52 24 24 Subtotal 7,413$ 7,574$ 7,630$ Lottery Lottery Funds 980$ 836$ 836$ Interest and Investment Earnings 13 1 1 Subtotal 993$ 837$ 837$ Open Space Sales and Use Taxes 24,843$ 24,840$ 26,296$ Sale of Capital Assets 894 - - Grants 223 - - Interest and Investment Earnings 323 325 325 Leases, Rents and Royalties 7,334 486 486 Transfers In 1,026 1,072 1,103 Subtotal 34,643$ 26,723$ 28,210$ Permanent Parks and Recreation Property Tax 2,213$ 2,248$ 2,278$ Development Excise Tax 255 137 208 Transfers in 230 - - Interest and Investment Earnings 24 7 7 Miscellaneous Revenues 20 20 20 Subtotal 2,742$ 2,412$ 2,514$ SOURCES BY RESTRICTED FUNDS (Cont.) Fund and Source Sources, Uses, and Debt Service 94 2012 Actual 2013 Approved 2014 Approved Planning & Development Svcs Misc. Development Fees 7,480$ 5,800$ 6,144$ Interest and Investment Earnings 62 91 100 Other 15 - - Transfers In 2,759 2,913 2,931 Subtotal 10,316$ 8,804$ 9,176$ Police Pension City Pension Contributions 1,667$ 141$ 365$ Subtotal 1,667$ 141$ 365$ Property & Casualty Insurance Charges from Departments 1,551$ 1,510$ 1,610$ Interest and Investment Earnings 59 43 30 Miscellaneous Revenues 14 - - Subtotal 1,624$ 1,553$ 1,640$ Recreation Activity Admission & Activity Charges 8,727$ 8,186$ 8,374$ Interest and Investment Earnings 11 4 11 Transfers In 1,659 1,702 1,561 Subtotal 10,397$ 9,892$ 9,946$ Stormwater/Flood Mgmt Utility Utility Service Charges 5,133$ 5,147$ 5,312$ Rate Increase - 154 159 Utility Plant Invest. Fee 533 500 400 Urban Drng and Fld Contr Dist.193 375 75 Colorado Dept of Transportation Funds - 600 - State and Federal Grants 1 - 2,000 Interest and Investment Earnings 142 140 217 Misc. Intergovernmental Chg.180 155 159 Miscellaneous Revenues 44 40 40 Sale of Real Estate 142 - - Subtotal 6,368$ 7,111$ 8,362$ Telecommunications Charges from Departments 547$ 579$ 579$ Interest and Investment Earnings 9 13 8 Miscellaneous Revenues 121 137 137 Subtotal 677$ 729$ 724$ Transit Pass GID Property Tax 9$ 9$ 9$ Transfers In 4 5 5 Subtotal 13$ 14$ 14$ Transportation Sales and Use Taxes 16,853$ 16,894$ 17,967$ Sale of Land 567 - - Highway Revenues 3,555 3,255 3,273 HOP Reimbursement 1,332 1,367 1,461 Grants 7 - - Interest and Investment Earnings 58 50 45 Miscellaneous Revenues 170 15 15 Special Assessments 84 63 77 Third Party Reimbursements 138 200 200 External Funding 5,367 7,159 5,591 Lease Revenue - BTV 100 99 99 Transfers In 2,723 - - Subtotal 30,954$ 29,102$ 28,728$ SOURCES BY RESTRICTED FUNDS (Cont.) Fund and Source Sources, Uses, and Debt Service 95 2012 Actual 2013 Approved 2014 Approved Transportation Development Development Excise Tax 584$ 606$ 573$ Interest and Investment Earnings 23 12 4 External Funding 31 - - Third Party Reimbursements - 100 100 Subtotal 638$ 718$ 677$ University Hill Commercial District Property and Specific Ownership Tax 27$ 30$ 30$ Parking Charges 123 525 116 Approved Parking Meter Rate Increase - - - Interest and Investment Earnings 9 6 4 Miscellaneous Revenues - - - Transfers In 400 - 425 Subtotal 559$ 561$ 575$ Wastewater Utility Utility Service Charges 12,978$ 12,880$ 13,545$ Rate Increase - 638 671 Sale of Capital Assets 142 - - Utility Plant Invest. Fee 738 700 650 Utility Connection 7 10 10 Interest and Investment Earnings 183 203 238 Transfer from Other Funds 567 - 1 Miscellaneous Revenues 52 2 Special Assessments 74 5 5 Bond Proceeds 30,915 - - Subtotal 45,656$ 14,438$ 15,120$ Water Utility Utility Service Charges 22,628$ 23,718$ 21,461$ Rate Increase - 624 858 Misc. Charges for Services 1,853 - 2,572 Utility Plant Invest. Fee 2,591 2,500 2,200 Utility Connection 136 130 130 Interest and Investment Earnings 353 439 464 Leases, Rents and Royalties 145 20 20 Special Assessments 77 5 5 Sale of Real Estate 284 - - State and Federal Grants 437.00 - - Bond Proceeds - - - Miscellaneous Revenues - 25 - Transfers In 93 93 93 Subtotal 28,597$ 27,554$ 27,803$ SOURCES BY RESTRICTED FUNDS (Cont.) Fund and Source Sources, Uses, and Debt Service 96 2012 Actual 2013 Approved 2014 Approved Worker Compensation Insurance Charges from Departments 1,339$ 1,406$ 1,494$ Interest and Investment Earnings 36 28 22 Miscellaneous Revenues 19 - 19 Subtotal 1,394$ 1,434$ 1,535$ Total Restricted Sources 315,098$ 177,600$ 188,194$ Total City Sources of Funds 430,735$ 289,598$ 305,555$ Less: Transfers from Other Funds 27,460$ 41,114$ 45,085$ Net Total City Sources of Funds 403,275$ 248,484$ 260,470$ Note: Subtotals may not equal sum of line items due to rounding. 1Beginning with the 2008-09 budget process, all Internal Service Funds (ISFs) were included in the annual budget process. This change was made for purposes of enhanced transparency and improved accountability across the organization. The ISFs, such as Fleet Replacement, Computer Replacement and the self-insurance funds, provide services to all city departments and receive funding directly from the departments. Funding is reflected as an expense (or "charge to") in each department and a revenue (or "charge from") in each applicable ISF. When an expenditure is made in the ISF, a second counting of the same money (the expense) has occurred. As a result, the actual revenues and expenses from departmental charges in each ISF are reduced from the total city budget to avoid the "double counting" that occurs. SOURCES BY RESTRICTED FUNDS (Cont.) Fund and Source Sources, Uses, and Debt Service 97 City of Boulder CITYWIDE USES 2014 Annual Budget The 2014 Annual Budget is based on projected citywide expenditures of 269 million, represent- ing a 5.8 percent increase over the total expenditures in the 2013 Approved Budget. Figure 5-07 shows budget expenditures by functional area. The General Governance area is com- prised of City Council, City Manager’s Office, City Attorney’s Office, and Municipal Court. Internal Services includes Human Resources, Finance, Information Technology, and several pension and risk management funds. Public Works groups together Development and Support Services, Transportation, and Utilities. Figure 5-07: Citywide Expenditures (Uses) for 2014 (in $1,000s) TOTAL = $269,495 Public Works $98,303 36% Police $32,041 12% Open Space and Mountain Parks $26,622 10%Parks and Recreation $26,009 10% Fire $17,565 7% Internal Services $14,821 5% General Governance $10,214 4% DUHMD/PS $8,556 3% Library and Arts $8,147 3% Citywide Debt $5,112 2% Human Services $6,689 2% Community Planning and Sustainability $7,963 3% Housing $5,142 2% ES and EUD $2,312 1% 98 Figure 5-08 represents the citywide uses of funds without the Water, Wastewater, and Stormwater utilities. Figure 5-08: Citywide Expenditures (Uses) for 2014, without utilities (in $1,000s) TOTAL = $215,873 Public Works $44,681 21% Police $32,041 15% Open Space and Mountain Parks $26,622 12% Parks and Recreation $26,009 12%Fire $17,565 8% Internal Services $14,821 7%General Governance $10,214 5% DUHMD/PS $8,556 4% Library and Arts $8,147 4% Citywide Debt $5,112 2% Human Services $6,689 3% Community Planning and Sustainability $7,963 4% Housing $5,142 2% ES and EUD $2,312 1% Sources, Uses, and Debt Service 99 Table 5-05 documents global budget assumptions that govern cost estimates provided by each city department. Table 5-05: Summary of Key Assumptions One measure of personnel cost pressure is the size of city staff, which in Figure 5-09 is measured by standard full-time equivalents (FTEs). The 2014 Annual Budget places the city near its 2008 levels of staffing. The recession reduced staff significantly in 2010 and 2011. KEY ASSUMPTIONS Figure 5-09: Staffing Levels: Standard FTEs 2007-2014 1,180 1,200 1,220 1,240 1,260 1,280 1,300 2007 2008 2009 2010 2011 2012 2013 2014FTEs Year Sources, Uses, and Debt Service 100 Table 5-06: Staffing Levels by Department Of the 25.39 FTE increase over 2013, 8.85 FTEs are approved as fixed -term positions for specific work outcomes, such as the Landlink software replacement project. These positions limit the on- going financial burden. Sources, Uses, and Debt Service 101 The 2014 Annual Budget is based on projected General Fund expenditures of $116 million (see Figure 5-10), representing an 2.8 percent increase over the total General Fund expenditures in the 2013 Approved Budget. Figure 5-10: General Fund Expenditures (Uses) for 2014 (in $1,000s) TOTAL = $115,684 Table 5-07 provides category expenditures by fund for 2012 (Actual), 2013 (Approved), and 2014 (Approved) to the nearest $1,000. Police $32,041 28% Fire $17,480 15% Transfers to Other Funds $13,696 12% Internal Services $14,182 12% Governance $10,214 9%Human Services $6,586 6% Citywide Debt $5,112 4% Parks and Recreation $4,544 4% Public Works $5,499 5% Community Planning and Sustainability $1,974 2% ES and EUD $2,312 2% DUHMD/PS $1,214 1% Library and Arts $518 <1% Housing $158 <1% Open Space and Mountain Parks $153 0% Sources, Uses, and Debt Service 102 Table 5-07: Summary of Expenditures (Uses) by Fund (in $1,000s) USES BY UNRESTRICTED FUNDS 2012 Actual 2013 Approved 2014 Approved General City Council 180$ 203$ 220$ Municipal Court 1,822 2,078 2,047 City Attorney 2,116 2,282 2,340 Contingency 196 159 159 Utility/Fuel Contingency 6 190 190 Community Sustainability 2,313 1,177 1,974 Extraordinary Personnel Expense 52 120 120 Non-Departmental 1,635 1,503 2,149 Energy Strategy 1,033 2,203 2,312 Environmental Affairs - 1,558 - Communications 757 827 877 Downtown/University Hill Mgmt Div 1,204 1,292 1,214 City Manager's Office/Support Svcs 1,642 1,863 1,769 West Nile Virus Program 241 250 250 Human Resources 1,614 1,734 2,204 Finance 3,168 3,233 3,533 Information Technology 4,260 5,002 5,102 Volunteer and Unemployment Ins 125 107 107 Property and Casualty Ins 1,510 1,510 1,610 Worker's Compensation (Refund)115 - - Compensated Absences 784 844 730 Police 30,368 31,747 32,041 Fire 16,470 16,546 17,480 Police/Fire Pensions 376 236 626 Public Works 4,229 4,334 5,500 Parks 4,419 4,616 4,544 Arts 528 559 518 Real Estate (Open Space)146 152 153 Housing/Human Services 6,908 6,887 6,744 Campaign Financing - 46 - Humane Society Bldg Loan 60 94 94 Misc One-time Transfers - - 269 Debt 4,482 4,681 5,112 Waste Reduction 1,222 698 - Total General Fund Uses 93,981$ 98,731$ 101,988$ Transfers Out 13,353$ 13,745$ 13,696$ Total General Fund Uses 107,334$ 112,476$ 115,684$ Fund and Use Sources, Uses, and Debt Service 103 USES BY UNRESTRICTED FUNDS (Cont.) 2012 Actual 2013 Approved 2014 Approved Community Housing Assistance (CHAP) Operating 355$ 500$ 588$ Community Housing Funds 2,156 1,729 1,672 Transfers Out 44 39 46 Total CHAP Uses 2,555$ 2,268$ 2,306$ Total Unrestricted Uses 109,889$ 114,744$ 117,990$ Fund and Use 2012 Actual 2013 Approved 2014 Approved .25 Cent Sales Tax Operating 4,160$ 4,554$ 4,307$ Debt 2,196 2,196 2,191 Transfers Out 268 267 277 Capital 71 750 800 Subtotal 6,695$ 7,767$ 7,575$ Affordable Housing Fund Operating 409$ 380$ 445$ Transfers Out 44 44 46 Community Housing Funds 1,746 1,139 926 Subtotal 2,199$ 1,563$ 1,417$ Airport Operating 324$ 460$ 362$ Transfers Out 99 99 103 Capital 63 - 1,550 Subtotal 486$ 559$ 2,015$ BMPA Debt Service Fund Debt 2,336$ 1,597$ 1,501$ Transfers Out 161 161 161 Subtotal 2,497$ 1,758$ 1,662$ Boulder Junction Access GID - TDM Operating 4$ 50$ 50$ Subtotal 4$ 50$ 50$ Boulder Junction Access GID - Parking Operating 9$ 13$ 13$ Subtotal 9$ 13$ 13$ Boulder Junction Improvement Capital 547$ 1,402$ 1,544$ Subtotal 547$ 1,402$ 1,544$ Capital Development Transfers Out 16$ 22$ 17$ Capital 371 110 356 Subtotal 387$ 132$ 373$ Capital Improvement Fund Capital 12,701$ -$ -$ Subtotal 12,701$ -$ -$ Climate Action Plan Operating 2,447$ 492$ 1,846$ Subtotal 2,447$ 492$ 1,846$ USES BY RESTRICTED FUND Fund and Use Sources, Uses, and Debt Service 104 2012 Actual 2013 Approved 2014 Approved Community Development Block Grant (CDBG) Operating 177$ 116$ 170$ Transfers Out 28 28 29 Community Housing Funds 369 576 485 Subtotal 574$ 720$ 684$ Compensated Absences Operating 557$ 696$ 717$ Transfers Out 35 35 37 Subtotal 592$ 731$ 754$ Computer Replacement Operating 972$ 2,292$ 1,878$ Transfers Out 13 13 13 Subtotal 985$ 2,305$ 1,891$ Downtown Commercial District Operating 5,120$ 3,962$ 4,030$ Debt 10,006 1,936 1,830 Transfers Out 231 229 238 Transfer Excess TIF to Gen. Fund - 951 530 Capital 451 400 400 Subtotal 15,808$ 7,478$ 7,028$ Equipment Replacement Operating 457$ 798$ 1,934$ Transfers Out 18 18 19 Subtotal 475$ 816$ 1,953$ Facility Renovation and Replacement Operating 12,968$ 617$ 1,667$ Capital 961 1,110$ 987$ Debt Payment - Energy Lease 696 851 843 Transfers Out 46 46 48 Subtotal 14,671$ 2,624$ 3,545$ Fire Pension Transfers Out 5$ 5$ -$ Subtotal 5$ 5$ -$ Fleet Maintenance Operating 3,371$ 3,591$ 3,554$ Transfers Out 252 250 260 Subtotal 3,623$ 3,841$ 3,814$ Fleet Replacement Operating 5,517$ 7,839$ 7,258$ Transfers Out 84 84 87 Subtotal 5,601$ 7,923$ 7,345$ HOME Operating 104$ 53$ 49$ Transfers Out 11 11 11 Community Housing Funds 946 736 751 Subtotal 1,061$ 800$ 812$ Library Operating 7,194$ 7,574$ 7,629$ Subtotal 7,194$ 7,574$ 7,629$ USES BY RESTRICTED FUND (Cont.) Fund and Use Sources, Uses, and Debt Service 105 2012 Actual 2013 Approved 2014 Approved Lottery Operating 133$ 143$ 143$ Capital 931 693 693 Subtotal 1,064$ 836$ 836$ Open Space Operating 10,062$ 11,750$ 12,479$ Debt 8,597 8,667 6,722 Transfers Out 1,071 1,067 1,108 Capital 2,616 4,700 7,010 Subtotal 22,346$ 26,184$ 27,319$ Permanent Parks and Recreation Operating & Maintenance Projects 911$ 811$ 1,486$ Transfers Out 109 223 297 Capital 1,827 1,680 1,000 Subtotal 2,847$ 2,714$ 2,783$ Planning & Development Services Operating 7,196$ 8,184$ 9,083$ Transfers Out 1,380 1,381 1,435 Subtotal 8,576$ 9,565$ 10,518$ Police Pension Transfers Out 5$ 5$ -$ Subtotal 5$ 5$ -$ Property & Casualty Insurance Operating 1,225$ 1,706$ 1,813$ Transfers Out 168 168 175 Subtotal 1,393$ 1,874$ 1,988$ Recreation Activity Operating 9,755$ 10,198$ 10,270$ Subtotal 9,755$ 10,198$ 10,270$ Stormwater/Flood Mgmt Utility Operating 2,902$ 3,344$ 3,354$ Debt 388 391 384 Transfers Out 334 347 366 Capital 954 3,347 9,821 Subtotal 4,578$ 7,429$ 13,925$ Telecommunications Operating 542$ 752$ 715$ Transfers Out 15 15 16 Subtotal 557$ 767$ 731$ Transit Pass General Improvement District Operating 14$ 15$ 15$ Subtotal 14$ 15$ 15$ Transportation Operating 16,735$ 17,900$ 18,910$ Transfers Out 1,740 1,543 1,800 Capital 8,486 11,796 10,712 Subtotal 26,961$ 31,239$ 31,422$ USES BY RESTRICTED FUND (Cont.) Fund and Use Sources, Uses, and Debt Service 106 2012 Actual 2013 Approved 2014 Approved Transportation Development Operating 61$ 187$ 181$ Transfers Out 16 10 17 Capital 1,692 520 720 Subtotal 1,769$ 717$ 918$ University Hill Commercial District Operating 466$ 522$ 520$ Transfers Out 48 47 49 Subtotal 514$ 569$ 569$ Wastewater Utility Operating 8,458$ 9,129$ 8,980$ Debt 35,336 4,219 4,134 Transfers Out 1,072 1,084 1,131 Capital 8,115 1,450 1,794 Subtotal 52,981$ 15,882$ 16,039$ Water Utility Operating 14,874$ 15,388$ 15,521$ Debt 5,415 5,423 5,437 Transfers Out 1,381 1,447 1,521 Capital 8,908 5,470 4,025 Subtotal 30,578$ 27,728$ 26,504$ Worker Compensation Insurance Operating 1,627$ 1,713$ 1,780$ Transfers Out 36 131 37 Subtotal 1,663$ 1,844$ 1,817$ Total Restricted Uses of Funds 244,162$ 186,119$ 197,604$ Total City Uses Of Funds 354,051$ 300,863$ 315,594$ Less: Transfers to Other Funds and ISF Exp.22,112$ 46,171$ 46,098$ Net Total City Operating Uses of Funds 331,939$ 254,692$ 269,496$ Operating 213,793$ 191,303$ 199,930$ Capital 48,694 33,428 41,412 Debt 69,452 29,961 28,154 Total 331,939$ 254,692$ 269,496$ Note: Subtotals may not equal sum of line items due to rounding. 1Beginning with the 2008-09 budget process, all Internal Service Funds (ISFs) were included in the annual budget process. This change was made for purposes of enhanced transparency and improved accountability across the organization. The ISFs, such as Fleet Replacement, Computer Replacement and the self-insurance funds, provide services to all city departments and receive funding directly from the departments. Funding is reflected as an expense (or "charge to") in each department and a revenue (or "charge from") in each applicable ISF. When an expenditure is made in the ISF, a second counting of the same money (the expense) has occurred. As a result, the actual revenues and expenses in each ISF are reduced from the total city budget to avoid the "double counting" that occurs. USES BY CATEGORY USES BY RESTRICTED FUND (Cont.) Fund and Use Sources, Uses, and Debt Service 107 Table 5-08 documents summary reasons for all transfers across funds for 2012 (Actual), 2013 (Approved), and 2014 (Approved ) to the nearest $1,000. Table 5-08: Summary of Transfers by Originating Fund (in $1,000s) INTERFUND TRANSFERS 2012 Actual 2013 Approved 2014 Approved General Planning and Development Services Subsidy 1,971$ 2,131$ 2,125$ Affordable Housing Subsidy 325 325 240 Library Subsidy 6,298 6,511 6,587 Recreation Activity Subsidy 1,548 1,594 1,453 Open Space and Mountain Parks Subsidy 1,026 1,072 1,103 Transportation Excess Photo Enforcement Revenue 106 - Water Utility Wells Property 93 93 93 Downtown Commercial District Parking Meter Revenue 1,400 1,475 1,525 University Hill Commercial District Parking Meter Revenue 400 400 425 Property and Casualty Depot Loan Repayment 41 - - Fleet Replacement Fund New parking technology loan repayment 29 29 29 Fleet Replacement Fund Valmont Butte loan repayment 145 145 145 Subtotal 13,382$ 13,775$ 13,725$ .25 Cent Sales Tax General Cost Allocation 268$ 267$ 277$ Subtotal 268$ 267$ 277$ Affordable Housing General Cost Allocation 44$ 44$ 46$ Subtotal 44$ 44$ 46$ Airport General Cost Allocation 99$ 99$ 103$ Subtotal 99$ 99$ 103$ BMPA Debt Service Fund Open Space Fund Loan repayment 161$ 161$ 161$ Subtotal 161$ 161$ 161$ Boulder Junction GID- Parking Downtown Commercial District (CAGID) Loan repayment 2$ 2$ 2$ Subtotal 2$ 2$ 2$ Capital Development General Cost Allocation 16$ 16$ 17$ Planning and Development Services Excise Tax Admin 6 6 6 Subtotal 22$ 22$ 23$ Originating Fund For Sources, Uses, and Debt Service 108 INTERFUND TRANSFERS (Cont.) 2012 Actual 2013 Approved 2014 Approved Community Development Block General Cost Allocation 28$ 28$ 29$ Subtotal 28$ 28$ 29$ Community Housing Assistance Program General Cost Allocation 39$ 39$ 40$ Planning and Development Services Excise Tax Admin 6 6 6 Subtotal 45$ 45$ 46$ Compensated Absences General Cost Allocation 36$ 35$ 36$ Subtotal 36$ 35$ 36$ Computer Replacement General Cost Allocation 13$ 13$ 13$ Subtotal 13$ 13$ 13$ Downtown Commercial District General Cost Allocation 231$ 229$ 238$ General Mall Improvements - - - Subtotal 231$ 229$ 238$ Equipment Replacement General Cost Allocation 18$ 18$ 19$ Subtotal 18$ 18$ 19$ Facility Renovation and Replacement General Cost Allocation 46$ 46$ 48$ Subtotal 46$ 46$ 48$ Fire Pension General Cost Allocation 5$ 5$ -$ Subtotal 5$ 5$ -$ Fleet Maintenance General Cost Allocation 252$ 251$ 260$ Subtotal 252$ 251$ 260$ Fleet Replacement General Cost Allocation 84$ 84$ 87$ Subtotal 84$ 84$ 87$ HOME Investment Partnership Grant General Cost Allocation 11$ 11$ 11$ Subtotal 11$ 11$ 11$ Open Space and Mountain Parks General Cost Allocation 1,071$ 1,067$ 1,108$ Subtotal 1,071$ 1,067$ 1,108$ Permanent Parks and Recreation General Cost Allocation 80$ 80$ 83$ Planning and Development Services Excise Tax Admin 6 6 6 Boulder Junction Improvement Subsidy 23 137 208 Subtotal 109$ 223$ 297$ Originating Fund For Sources, Uses, and Debt Service 109 INTERFUND TRANSFERS (Cont.) For 2012 Actual 2013 Approved 2014 Approved Planning and Development Services General Cost Allocation 1,379$ 1,381$ 1,435$ Subtotal 1,379$ 1,381$ 1,435$ Police Pension General Cost Allocation 5$ 5$ -$ Subtotal 5$ 5$ -$ Property and Casualty Insurance General Cost Allocation 168$ 168$ 175$ Subtotal 168$ 168$ 175$ Recreation Activity General Cost Allocation 5$ -$ -$ Subtotal 5.00$ -$ -$ Stormwater/Flood Management Utility General Cost Allocation 213$ 211$ 219$ Planning and Development Services Subsidy 121 125 128 General Fund Funding for Attorney and Paralegal - 11 18 Subtotal 334$ 347$ 365$ Telecommunications General Cost Allocation 15$ 15$ 16$ Subtotal 15$ 15$ 16$ Transportation General Cost Allocation 1,281$ 1,277$ 1,327$ General Boulder Creek Maintenance 15 15 15 General HHS 13 13 13 Planning and Development Services Subsidy 214 221 227 Recreation Activity Expand Program 13 13 13 Transit Pass General Improvement District Subsidy 4 4 4 Boulder Junction Improvement CIP Subsidy 200 200 200 Subtotal 1,740$ 1,743$ 1,799$ Transportation Development General Cost Allocation 10$ 10$ 11$ Planning and Development Services Excise Tax Admin 6 6 6 Subtotal 16$ 16$ 17$ University Hill Commercial District General Cost Allocation 48$ 47$ 49$ Subtotal 48$ 47$ 49$ Originating Fund Sources, Uses, and Debt Service 110 INTERFUND TRANSFERS (Cont.) For 2012 Actual 2013 Approved 2014 Approved Wastewater Utility General Cost Allocation 871$ 867$ 900$ Planning and Development Services Subsidy 201 207 213 General Fund Funding for Attorney and Paralegal - 11 17 Subtotal 1,072$ 1,085$ 1,130$ Water Utility General Cost Allocation 1,181$ 1,208$ 1,255$ Planning and Development Services Subsidy 200 206 213 General Fund Funding for Attorney and Paralegal 32 53 Subtotal 1,381$ 1,446$ 1,521$ Worker's Compensation Insurance General Cost Allocation 36$ 36$ 37$ Recreation Activity Wellness Program 80 95 95 Subtotal 116$ 131$ 132$ Total 22,206$ 22,809$ 23,168$ Note: Subtotals may not equal sum of line items due to rounding. Originating Fund Sources, Uses, and Debt Service 111 City of Boulder DEBT SERVICE 2014 Annual Budget Debt Policy As stated in Section 7 of the Citywide Financial and Management Policies, debt shall be considered only for capital purchases/projects and the term of the debt shall not exceed the useful life of the financed asset. Municipal bonds, interfund loans, equipment leases (with the exception of vehicles) and sale/leaseback agreements are approved methods for financing capital projects. Debt Administration At December 31, 2013, the City had a number of debt issues outstanding made up of (amounts in 000's): The Combined Schedule of Long-Term Debt Payable and the current debt schedules by fund for 2014-2019 present more detailed information about the debt position of the city. The city's general obligation credit rating has been established as Aa3 by Moody's Investors Service and AA- by Standard & Poor's. The city’s revenue bond credit rating has been established as Aa1 by Moody’s Investors Service and AAA by Standard and Poors. The primary reasons for these high rating levels are the general strength and diversity of the Boulder economy anchored by a major university; above average income indicators; strong financial performance and reserve policies; and affordable debt levels. Under the City Charter, the city's general obligation bonded debt issuances are subject to a legal limitation based on 3% of total assessed value of real and personal property. None of the city's outstanding debt is supported by property taxes. As a result, all bonded debt is considered to be Govt Business Total General obligations payable 77,499$ 12,142$ 89,641$ Pension Bonds Payable 8,176 - 8,176 Revenue bonds payable 1,376 70,912 72,288 Lease purchase revenue notes payable - 8,949 8,949 Capital Lease purchase agreements 9,829 - 9,829 Subtotal 96,880$ 92,003$ 188,883$ Compensated absences 11,107$ 1,310$ 12,417$ Retiree Health Care Benefit (OPEB)1,420 212 1,632 Rebatable arbitrage - - - Total 109,407$ 93,525$ 202,932$ 112 self-supporting and the ratio of net bonded debt to assessed valuation is zero. The actual calculation of the debt margin is presented in the Computation of Legal Debt Margin schedule. Table 5-09: 2013-2019 Debt Service (in $1,000s) GENERAL FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds General Obligation Waste Reduction Bonds, Series 2009 Final payment occurs in 2029 Principal 250$ 250$ 250$ 255$ 265$ 270$ 280$ Interest 183 178 173 167 159 151 143 Subtotal 433$ 428$ 423$ 422$ 424$ 421$ 423$ Taxable Pension Obligation Bonds Series 2010 Final payment occurs in 2030 Principal 345$ 355$ 360$ 370$ 380$ 395$ 410$ Interest 341 334 327 316 305 292 278 Subtotal 686$ 689$ 687$ 686$ 685$ 687$ 688$ General Fund Bonds - Capital Improvement Projects Bonds Series 2012 Final payment occurs in 2031 Principal 2,270$ 2,315$ 2,385$ 2,455$ 2,530$ 1,945$ 2,000$ Interest 1,725 1,680 1,610 1,539 1,465 1,389 1,331 Subtotal 3,995$ 3,995$ 3,995$ 3,994$ 3,995$ 3,334$ 3,331$ Loan Loan Payable to Boulder County Final payment occurred in 2013 Principal 250$ -$ -$ -$ -$ -$ -$ Interest 15 - - - - - - Subtotal 265$ -$ -$ -$ -$ -$ -$ General Fund Total 5,379$ 5,112$ 5,105$ 5,102$ 5,104$ 4,442$ 4,442$ .25 CENT SALES TAX FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds Parks Acquisition Refunding Bonds Series 2009 Final Payment Occurs in 2015 Principal 2,010$ 2,065$ 2,130$ -$ -$ -$ -$ Interest 186 126 64 - - - - Subtotal 2,196$ 2,191$ 2,194$ -$ -$ -$ -$ Capital Lease Bank of the West Capital Lease Final Payment Occurs in 2016 Principal 26$ 35$ 36$ 9$ -$ -$ -$ Interest 2 2 1 - - - - Subtotal 28$ 37$ 37$ 9$ -$ -$ -$ .25 Cent Sales Tax Fund Total 2,224$ 2,228$ 2,231$ 9$ -$ -$ -$ Sources, Uses, and Debt Service 113 OPEN SPACE FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds Open Space Acquisition Bonds Series 2006 - final payment occurs in 2019 Principal 1,530$ 1,590$ 1,655$ 1,720$ 1,790$ 1,865$ 1,945$ Interest 523 460 380 298 229 157 80 Subtotal 2,053$ 2,050$ 2,035$ 2,018$ 2,019$ 2,022$ 2,025$ Open Space Acquisition Refunding Bonds Series 2007 - final payment occurs in 2018 Principal 1,390$ 1,445$ 1,505$ 1,575$ 1,640$ 1,715$ -$ Interest 371 315 257 197 134 69 - Subtotal 1,761$ 1,760$ 1,762$ 1,772$ 1,774$ 1,784$ -$ Open Space Acquisition Refunding Bonds Series 2009 - final payment occurs in 2013 Principal 1,790$ -$ -$ -$ -$ -$ -$ Interest 45 - - - - - - Subtotal 1,835$ -$ -$ -$ -$ -$ -$ Sales Tax Revenue Refunding Bonds Series 2009 - final payment occurs in 2014 Principal 1,340$ 1,370$ -$ -$ -$ -$ -$ Interest 81 41 - - - - - Subtotal 1,421$ 1,411$ -$ -$ -$ -$ -$ Open Space Fund Total $7,070 $5,221 $3,797 $3,790 $3,793 $3,806 $2,025 NOTE: The 2014 Open Space Fund budget also funds base rentals in the amount of $1,501k ($1,364k in principal and $161k in interest) to the Boulder Municipal Property Authority Debt Service Fund for the payment of various open space properties. WATER UTILITY FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds Water and Sewer Revenue Refunding Bonds - Series 2011 - final payment occurs in 2021 Principal 1,530$ 1,560$ 1,600$ 1,635$ 1,700$ 1,775$ 1,855$ Interest 528 497 466 431 365 297 226 Subtotal 2,058$ 2,057$ 2,066$ 2,066$ 2,065$ 2,072$ 2,081$ Water and Sewer Revenue Ref. Bonds - Series 2005B - final payment occurs in 2016 Principal 740$ 770$ 800$ 830$ -$ -$ -$ Interest 114 86 58 29 - - - Subtotal 854$ 856$ 858$ 859$ -$ -$ -$ Water and Sewer Revenue Ref. Bonds - Series 2007 - final payment occurs in 2019 Principal 1,940$ 2,030$ 2,110$ 2,190$ 2,285$ 2,380$ 1,325$ Interest 571 494 412 327 239 145 50 Subtotal 2,511$ 2,524$ 2,522$ 2,517$ 2,524$ 2,525$ 1,375$ Water Utility Fund Total 5,423$ 5,437$ 5,446$ 5,442$ 4,589$ 4,597$ 3,456$ Note: This debt service schedule is prepared using the accrual basis of accounting. Sources, Uses, and Debt Service 114 WASTEWATER UTILITY FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds Water and Sewer Revenue Bonds Series 2005C - final payment occurs in 2015 Bonds maturing 2016 and after were refunded in 2012 Principal 1,985$ 2,065$ 2,145$ -$ -$ -$ -$ Interest 283 202 98 - - - - Subtotal 2,268$ 2,267$ 2,243$ -$ -$ -$ -$ Water and Sewer Revenue Bonds Series 2010 - final payment occurs in 2030 Principal 405$ 410$ 420$ 430$ 440$ 455$ 470$ Interest 269 261 253 244 231 218 204 Subtotal 674$ 671$ 673$ 674$ 671$ 673$ 674$ Water and Sewer Revenue Refunding Bonds Series 2012 - final payment occurs in 2025 Principal -$ -$ -$ 2,010$ 2,070$ 2,150$ 2,250$ Interest 1,196 1,196 1,196 1,189 1,107 1,003 895 Subtotal 1,196$ 1,196$ 1,196$ 3,199$ 3,177$ 3,153$ 3,145$ Wastewater Utility Fund Total 4,138$ 4,134$ 4,112$ 3,873$ 3,848$ 3,826$ 3,819$ FLOOD CONTROL UTILITY FUND 2013 2014 2015 2016 2017 2018 2019 Debt Issues Actuals Approved Projected Projected Projected Projected Projected Bonds Storm Water & Flood Refunding Bonds Series 2010 - final payment occurs in 2018 Principal 335$ 335$ 345$ 350$ 365$ 370$ -$ Interest 56 49 42 32 21 10 - Flood Control Utility Fund Total $391 $384 $387 $382 $386 $380 - Note: This debt service schedule is prepared using the accrual basis of accounting. DOWNTOWN COMMERCIAL DISTRICT FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Bonds CAGID Bonds Series 2003 - Bonds maturing after 2013 were defeased in 2012 Principal 615$ -$ -$ -$ -$ -$ -$ Interest 12 - - - - - - Total Subtotal 627$ -$ -$ -$ -$ -$ -$ CAGID Refunding Bonds Series 2009 - final payment occurs in 2018 Principal 825$ 855$ 885$ 920$ 960$ 1,005$ -$ Interest 183 158 132 101 64 25 - Total Subtotal 1,008$ 1,013$ 1,017$ 1,021$ 1,024$ 1,030$ -$ CAGID Refunding Bonds Series 2012 - final payment occurs in 2023 Principal 90$ 640$ 655$ 670$ 685$ 700$ 720$ Interest 183 177 164 151 138 124 107 Total Subtotal 273$ 817$ 819$ 821$ 823$ 824$ 827$ Downtown Commercial District Fund Total 1,908$ 1,830$ 1,836$ 1,842$ 1,847$ 1,854$ 827$ Note: This debt service schedule is prepared using the accrual basis of accounting. Sources, Uses, and Debt Service 115 BMPA DEBT SERVICE FUND 2013 2014 2015 2016 2017 2018 2019 Debt Issues Actuals Approved Projected Projected Projected Projected Projected Lease Purchase Revenue Notes 1997GFoothills Business Park, LLC Principal 74$ 79$ 84$ 90$ 97$ -$ -$ Interest 27 22 16 10 4 - - Subtotal (Matures in 2017)101$ 101$ 100$ 100$ 101$ -$ -$ 1999BVan Vleet Principal 229$ 243$ -$ -$ -$ -$ -$ Interest 17 2 - - - - - Subtotal (Matures in 2014)246$ 245$ -$ -$ -$ -$ -$ 2001DAbbott Principal 43$ 45$ -$ -$ -$ -$ -$ Interest 3 1 - - - - - Subtotal (Matures in 2014)46$ 46$ -$ -$ -$ -$ -$ 2003A Helayne B. Jones Principal 92$ -$ -$ -$ -$ -$ -$ Interest 2 - - - - - - Subtotal (Matures in 2013)94$ -$ -$ -$ -$ -$ -$ 2004AWaldo R. & Nancy R. Dagle Principal 90$ 94$ -$ -$ -$ -$ -$ Interest 8 4 - - - - - Subtotal (Matures in 2014)98$ 98$ -$ -$ -$ -$ -$ 2005AGary L. & Donna K. Gisle, Trustees Principal 104$ 109$ 114$ 120$ 125$ -$ -$ Interest 23 18 12 7 1 - - Subtotal (Matures in 2017)127$ 127$ 126$ 127$ 126$ -$ -$ 20 John G. & Barbara G. Hill, Tenants in Common Principal 101$ 106$ 111$ -$ -$ -$ -$ Interest 12 7 2 - - - - Subtotal (Matures in 2015)113$ 113$ 113$ -$ -$ -$ -$ 20 Luchetta Properties, Inc. Principal 47$ 49$ 52$ 54$ 57$ 60$ 63$ Interest 21 19 17 14 11 8 5 Subtotal (Matures in 2020)68$ 68$ 69$ 68$ 68$ 68$ 68$ 20 Boulder Valley Farm, Inc. Principal 378$ 397$ 417$ 438$ -$ -$ -$ Interest 71 52 31 10 - - - Subtotal (Matures in 2016)449$ 449$ 448$ 448$ -$ -$ -$ 20 Joel and Ruth Eisenberg Principal 129$ 135$ 142$ 149$ -$ -$ -$ Interest 24 17 10 3 - - - Subtotal (Matures in 2016)153$ 152$ 152$ 152$ -$ -$ -$ 20 Edward H. Kolb Principal 39$ 41$ 43$ 45$ 47$ 50$ -$ Interest 12 10 8 6 3 1 - Subtotal (Matures in 2018)51$ 51$ 51$ 51$ 50$ 51$ -$ This debt is paid with base rentals transferred from various funds as indicated in the above debt service schedules. Sources, Uses, and Debt Service 116 BMPA DEBT SERVICE FUND, (Cont.) 20 Edward H. Kolb Principal 39$ 41$ 43$ 45$ 47$ 50$ -$ Interest 12 10 8 6 3 1 - Subtotal (Matures in 2018)51$ 51$ 51$ 51$ 50$ 51$ -$ BMPA Fund Total 1,597$ 1,501$ 1,110$ 997$ 395$ 170$ 68$ FACILITIES ASSET MANAGEMENT DEBT SERVICE FUND Debt Issues 2013 2014 2015 2016 2017 2018 2019 Actuals Approved Projected Projected Projected Projected Projected Capital Leases Principal 94$ 99$ 104$ 109$ 114$ 120$ 126$ Interest 64 59 54 49 43 38 32 Subtotal 158$ 158$ 158$ 158$ 157$ 158$ 158$ Principal 410$ 415$ 443$ 476$ 517$ 564$ 613$ Interest 283 269 256 241 225 208 189 Subtotal 693$ 684$ 699$ 717$ 742$ 772$ 802$ Facilities Renovation and Replacement Fund Total 851$ 842$ 857$ 875$ 899$ 930$ 960$ Note: This debt service schedule is prepared using the accrual basis of accounting. Energy Efficiency Improvement Project - Phase I with Banc of America Energy Efficiency Improvement Project - Phases II and III with Suntrust Table 5-10: 2014 Lease-Purchase Obligations (in $1,000s) ESTIMATED AMOUNT TO REMAINING LIFETIME OBLIGATION - BE EXPENDED DURING 2014 2015 AND BEYOND Real Property Open Space Properties 1,501$ 2,610$ Subtotal 1,501$ 2,610$ Leasehold Improvements Facilities Asset Management 842$ 9,374$ Subtotal 842$ 9,374$ Equipment 37$ 45$ Subtotal 37$ 45$ Lease-Purchase Obligations Total 2,380$ 12,029$ Represented are all lease/purchase obligations known or predictable at the time of the production of the 2014 budget. ITEM Sources, Uses, and Debt Service 117 Table 5-11: Combined Schedule of Long-Term Debt As of December 31, 2013 (in $1,000s) GOVERNMENTAL ACTIVITIES Interest Date Date Authorized Current rates Issued Maturity and Issued Outstanding portion Supported by sales tax revenues and other financing sources: General Obligation Bonds: Open Space Acquisition 4.00 - 5.50 6/20/06 8/15/19 20,115$ 10,565$ 1,590$ Premium on Bonds 78 Open Space Acquisition Refunding 3.50 - 4.00 6/26/07 8/15/18 12,345 7,880 1,445 Premium on Refunding Bonds 16 Refunding Bond Charges (175) Parks, Recreation, Muni.,Cap., Imp., Ref.2.00 - 3.00 9/16/09 12/15/15 11,895 4,195 2,065 Premium on Refunding Bonds 81 Refunding Bond Charges (43) Waste Reduction Bonds 2.00 - 4.00 12/15/09 12/01/29 6,000 5,000 250 Premium on Waste Reduction Bonds 50 General Fund Cap. Imp. Projects Bonds 2.00 - 4.00 3/22/12 10/01/31 49,000 44,900 2,315 Premium on Cap. Imp. Projects Bonds 4,952 Subtotal 99,355$ 77,499$ 7,665$ Taxable Pension Obligation Bonds 2.00 - 5.00 10/26/10 10/01/30 9,070$ 8,075$ 355$ Premium on Pension Obligation Bonds 101 Subtotal 9,070$ 8,176$ 355$ Sales Tax Revenue Bonds: Open Space Acq. Sales Tax Rev. Ref. Bonds 2.50 - 3.00 7/07/09 8/15/14 6,485$ 1,370$ 1,370$ Premium on Refunding Bonds 8 Refunding Bond Charges (2) Subtotal 6,485$ 1,376$ 1,370$ Capital Lease Purchase Agreements Bank of America Leasing & Capital, LLC 4.93 9/27/10 11/27/23 1,500$ 1,243$ 99$ Suntrust Equipment Finance & Leasing Corp.2.65 1/25/12 7/25/27 9,250 8,644 415 Refunding Charges (139) Bank of the West Equipment Lease 3.25 2/05/13 3/15/16 107 81 35 Subtotal 10,750$ 9,829$ 514$ Compensated Absences - estimated -$ 11,107$ 572$ Retiree Health Care Benefit (OPEB) - estimated - 1,420 - Rebatable Arbitrage - estimated - - - Total Governmental Activities 125,660$ 109,407$ 10,476$ BUSINESS-TYPE ACTIVITIES Supported by utility revenues: Water and Sewer Revenue Refunding Bonds 2.00 - 4.00 2/22/11 12/01/21 18,335$ 14,070$ 1,560$ Premium on Bonds 513 Refunding Bond Charges (390) Water and Sewer Revenue Refunding Bonds 3.00 - 3.75 5/01/05 12/01/16 7,900 2,400 770 Refunding Bond Charges - (21) Water and Sewer Revenue Refunding Bonds 4.00 - 4.125 7/10/07 12/01/19 25,935 12,320 2,030 Refunding Bond Charges (310) - Water and Sewer 3.50 - 5.00 11/15/05 12/01/15 45,245 4,210 2,065 Premium on Bonds - 14 Water and Sewer 4.00 - 5.00 11/20/12 12/01/25 24,325 24,325 - Premium on Bonds - 5,772 Refunding Bond Charges (2,736) Water and Sewer Revenue Bonds 2.00 - 3.00 10/12/10 12/01/30 9,980 8,790 410 Premium on Bonds 172 Storm Water & Flood Mgmt Rev. Rfdg.2.00 - 3.00 6/08/10 12/01/18 3,165 1,765 335 Premium on Bonds 34 Refunding Bond Charges (16) 134,885$ 70,912$ 7,170$ Sources, Uses, and Debt Service 118 BUSINESS-TYPE ACTIVITIES, (Cont.) Interest Date Date Authorized Current rates Issued Maturity and Issued Outstanding portion Compensated Absences -estimated -$ 1,150$ 159$ Retiree Health Care Benefit (OPEB) - estimated - 168 - Rebatable Arbitrage - estimated - - - Total Supported by Utility Revenues 134,885$ 72,230$ 7,329$ Supported by Parking Revenues: Downtown Commercial District: Parking Facilities 2.00 - 3.00 11/28/12 8/15/23 7,275$ 7,185$ 640$ Premium on Bonds 458 Refunding Bond Charges (227) Parking Facilities 3.00 - 4.00 5/14/09 8/15/18 7,730 4,625 855 Premium on Bonds 122 Refunding Bond Charges (21) 15,005$ 12,142$ 1,495$ Compensated Absences - estimated -$ 160$ -$ Retiree Health Care Benefit (OPEB) - estimated - 44 - Total Supported by Parking Revenues 15,005$ 12,346$ 1,495$ Supported by base rentals: Boulder Municipal Property Authority: Open space acquisition: Foothills Note 1997G 7.00 7/16/97 7/16/17 1,095$ 350$ 79$ Van Vleet Note 1999B 6.00 3/05/99 3/05/14 2,500 243 243 Abbott Note 2001D 6.00 12/05/01 1/14/14 430 45 45 Dagle Note 2004A 4.75 12/01/04 12/01/14 770 94 94 Gisle Note 2005A 4.75 2/18/05 2/18/17 1,180 468 109 Hill Note 2005B 4.75 4/05/05 4/05/15 910 217 106 Luchetta Note 2005C 5.00 8/05/05 8/05/20 720 401 49 Boulder Valley Note 2006A 5.00 6/16/06 6/16/16 3,550 1,252 397 Eisenberg Note 2006B 5.00 6/07/06 6/07/16 1,206 425 135 Kolb, Edward H.Note 2008AR-1 5.00 4/22/08 4/22/18 404 227 41 Vigil Note 2008AR-2 5.00 4/22/08 4/22/18 404 227 41 E.R.T.L.Note 2013A 3.25 10/31/13 45,230 5000 5000 431 13,169$ 3,949$ 1,770$ Total Supported by Base Rentals 13,169$ 3,949$ 1,770$ Total Business-Type Activities 163,059$ 88,525$ 10,594$ Sources, Uses, and Debt Service 119 Table 5-12: Computation of Legal Debt Margin for the Last Ten Years (in $1,000s) 2013201220112010200920082007200620052004Total Assessed Value (Prior Year Assessed Value for Current Year Collections - Estimated) $ 2,500,706 $ 2,498,114 $ 2,566,046 $ 2,562,746 $ 2,416,543 $ 2,398,149 $ 2,094,604 2,091,962$ 1,970,654$ 1,970,952$ Debt Limit - 3% of Total Assessed Value75,02174,94376,98176,88272,49671,94462,83862,75959,12059,129Amount of Debt Applicable to Debt MarginTotal bonded debt77,499$ 87,242$ 41,747$ 49,683$ 58,410$ 60,118$ 67,754$ 75,081$ 60,375$ 66,294$ Less deductions allowed by law:Self-supporting General Obligation bonds77,49987,24241,74749,68358,41060,11867,75475,08160,37565,929Self-supporting General Obligation Water Utility bonds- - - - - 365Total Deductions77,499$ 87,242$ 41,747$ 49,683$ 58,410$ 60,118$ 67,754$ 75,081$ 60,375$ 66,294$ Amount of Debt Applicable to Debt Margin-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Legal Debt Margin75,021$ 74,943$ 76,981$ 76,882$ 72,496$ 71,944$ 62,838$ 62,759$ 59,120$ 59,129$ Note: The total indebtedness of the City, payable solely from the proceeds of ad valorem taxes, shall not exceed 3% of assessed value of taxable property in the from other revenue sources, or is subject to annual appropriationsmunicipality. Indebtedness payable in whole or in part from other revenue sources, or is subject to annual appropriations by the Boulder City Council, is not included in this limitation. (Charter of the City of Boulder, Sec. 97.) [This page is intentionally blank.] 120 121 City of Boulder City Attorney’s Office 2014 Annual Budget $2,447,793 The mission of the City Attorney’s Office is to deliver high quality legal services to the city of Boulder in a responsive, pro-active, creative and timely manner. We are the legal advisor to the City Council, the city’s boards and commissions, and all city officials. The City Attorney’s Office also represents the city in civil litigation and prosecutes violations of the municipal code. Department Overview Administration  Provides secretarial, administrative and budget support for the Consultation and Advisory service area and the Prosecution and Litigation service area, including file maintenance, timekeeping and reporting, updating the municipal code, and development of the department budget. This area also funds required continuing legal education for staff attorneys, all equipment replacement, and law library and electronic legal research resources. Consultation and Advisory  Provides legal support for the City Council and the city's advisory boards and commissions. Provides general legal support for the operating departments, including compliance with the Colorado Open Records Act, elections law, Council agenda support, bond finance and tax matters, water rights defense, conflict of interest advice, the city's legislative agenda, and legal maintenance of the city's real estate and affordable housing portfolios. Prosecution and Civil Litigation  Defends the city in civil litigation matters and challenges the actions of other persons and entities when those actions are contrary to the city's interests. Prosecuting violations of the Boulder Municipal Code is also a primary duty of this workgroup, as well as working closely with enforcement and other city staff to implement and enhance the city’s enforcement strategies. City Attorney’s Office Administration Consultation and Advisory Prosecution and Civil Litigation 122 City Attorney’s Office 2013 Accomplishments  Supported the Boulder Energy Future project, serving on the executive team, leading the acquisition team, representing the city before the Public Utilities Commission and working with outside counsel before the Federal Energy Regulatory Commission  Supported the United States Pro Cycling Challenge by drafting rules regulating the use of open space, drafting an ordinance clarifying the authority to allow the race, drafting a “super rule” for parks, reviewing the liquor permit, negotiating the contract with the race sponsor, reviewing the street closure permit, participating on the executive management team and providing standby assistance on the day of the race  Successfully appealed the district court ruling on the Ball Aerospace’s challenge to the city ability to tax downloaded software, preserving a significant percentage of the city’s tax revenue derived from software sales and use  Drafted various ordinances and amendments, including:  The city’s new bag ordinance;  Revisions to the city’s medical marijuana ordinance;  Rules of conduct for the Library;  Amendment to City Charter section 98, allowing for city leases in excess of 20 years in limited circumstances;  Voter approval of a .25 percent sales tax for parks and recreation;  Voter approval of an extension to the Climate Action Plan tax;  Amendment to City Charter section 7, changing the method for calculation of council member compensation;  Significant amendments to the Council Rules of Procedure, including new rules for electing the Mayor; and  Prohibiting smoking on Pearl Street Mall Table 6-01: City Attorney’s Office Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 1.50 1.50 1.50 Consultation and Advisory 12.28 12.28 13.28 Prosecution and Civil Litigation 6.42 6.42 6.42 TOTAL STAFFING 20.20 20.20 21.20 Administration 366,135$ 329,218$ 326,394$ Consultation and Advisory 1,256,993 1,398,834 1,457,352 Prosecution and Civil Litigation 591,643 659,530 664,047 TOTAL EXPENDITURE 2,214,770$ 2,387,581$ 2,447,793$ General 2,115,717$ 2,282,056$ 2,340,087$ Property and Casualty Insurance 99,053 105,525 107,706 Water Utility - - - TOTAL FUNDING 2,214,770$ 2,387,581$ 2,447,793$ STAFFING EXPENDITURE FUND 123 City Attorney’s Office Key Initiatives for 2014  Continue to provide legal support and direction for Boulder’s Energy Future  Develop and implement regulations for recreational marijuana.  Participated in the following Public Utilities Commission dockets: Electric Resource Plan, Energy-Only Street Lighting Tariff, Environmental Tariff, Customer Contracts for the City of Boulder, Revisions to Windsource Plan, Electric Resource Plan, Cost Recovery for SmartGridCity, and the Boulder Docket  Supported the development of Guiding Principles for Chautauqua and drafted a memorandum regarding governance  Advised departments regarding environmental issues relating to the Valmont Butte, the 13th Street groundwater matter and the South Boulder Recreation Center flooring issue  Negotiated agreements with Xcel Energy regarding the use of undergrounding funds and the Boulder Canyon Hydroelectric facility. Table 6-02: City Attorney’s Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Additional Paralegal $ - $ 34,415 $ 34,415 0.00 0.50 0.50 Additional Paralegal $ - $ 6,883 $ 6,883 0.00 0.10 0.10 Additional Paralegal $ - $ 6,883 $ 6,883 0.00 0.10 0.10 Additional Paralegal $ - $ 20,649 $ 20,649 0.00 0.30 0.30 Total Changes, City Attorney's Office 68,830 $ 1.00 GENERAL FUND STORMWATER / FLOOD MANAGEMENT UTILITY FUND WASTEWATER UTILITY FUND WATER UTILITY FUND 124 Table 6-03: City Attorney’s Office Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 1.50 366,135$ 1.50 329,218$ 1.50 326,394$ - (2,824)$ Subtotal 1.50 366,135$ 1.50 329,218$ 1.50 326,394$ - (2,824)$ Consultation and Advisory 12.28 1,256,993$ 12.28 1,398,834$ 13.28 1,457,352$ 1.00 58,518$ Subtotal 12.28 1,256,993$ 12.28 1,398,834$ 13.28 1,457,352$ 1.00 58,518$ 6.42 591,643$ 6.42 659,530$ 6.42 664,047$ - 4,517$ Subtotal 6.42 591,643$ 6.42 659,530$ 6.42 664,047$ - 4,517$ Total 20.20 2,214,770$ 20.20 2,387,581$ 21.20 2,447,793$ 1.00 60,212$ Personnel 1,997,339$ 2,196,055$ 2,256,267$ 60,212$ Operating 113,503 153,241 153,241 - Interdepartmental Charges 103,928 38,285 38,285 - Total 2,214,770$ 2,387,581$ 2,447,793$ 60,212$ General 19.20 2,115,717$ 19.20 2,282,056$ 20.20 2,340,087$ 1.00 58,031$ Property and Casualty Insurance 1.00 99,053 1.00 105,525 1.00 107,706 - 2,181 Total 20.20 2,214,770$ 20.20 2,387,581$ 21.20 2,447,793$ 1.00 60,212$ Note: 1Risk Management is a program within the Finance Department. However, internal litigation costs assigned to Risk Management's Property and Casualty Insurance Fund are related to FTE within City Attorney's Office (CAO) and reflected in the CAO budget within Prosecution and Litigation. STAFFING AND EXPENDITURE BY FUND STAFFING AND EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY Prosecution and Civil Litigation 1 Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget 125 City of Boulder City Council 2014 Annual Budget $219,766 The mission of City Council is to serve as the governing body for the City of Boulder, providing policy direction and leadership to the city organization. Department Overview City Attorney  The City Attorney’s Office works for the City of Boulder to deliver high quality municipal legal services that are responsive, creative, and timely. The office is the legal advisor for the City Council, all city boards and commissions, and all city officials. The City Attorney’s Office also represents the city in civil litigation and serves as city prosecutor in the municipal court. Municipal Judge  The mission of the Municipal Court is to provide an accessible, efficient, and impartial forum for all participants in cases involving municipal ordinance violations; adjudicate cases consistent with the law, the needs of the individual, and the community’s values; and promote public trust in both the justice system and local government. City Manager  The City Manager ensures proper management of city operations, public representation, and participation. City Council City Attorney City Manager Municipal Judge 126 City Council Table 6-04: City Council Summary Budget 2013 Accomplishments  Approved placing items on the 2012 ballot, which were subsequently approved by the voters:  Extension of Climate Action Plan Tax;  Extension of Sales and Use Tax;  Council Compensation calculated by year vs. month; and  Permit City lease up to thirty years  Adopted a balanced 2013 Annual Budget  Completed 2013 Board and Commission appointments  Approved the 2013 Federal Legislative Agenda  Adopted the Pottery Lab Working Group Recommendations  Approved the Memorandum of Understanding (MOU) between the Regional Transportation District (RTD) and stakeholders regarding the Northwest Area Mobility Study  Updated the Council Rules of Procedure to provide a debrief of the meeting prior to adjournment  Approved the proposed action plan to reduce community impacts from overconsumption of alcohol and adopted Alcohol/Land Use changes  Approved the Boulder Civic Area Guiding Principles  Adopted a Plastic Bag Ordinance; charging consumers 10 cents for the use of plastic bags at grocery stores  Adopted a No Smoking Ban on the Mall Ordinance  Updated the OSMP Acquisition Plan  Approved the Municipalization Charter Requirement Metrics  Adopted the Neighborhood Parking Program amendment repealing the sunset provision  Approved new selection process for appointment of Mayor and Mayor Pro Tem – per retreat committee and amended council rules of procedure  With active support from Council’s Boulder Valley School District (BVSD) Issues Committee, council authorized a competitive process that led to awarding $530,214 in educational excise tax funds for a variety of projects aimed at helping the city’s disadvantaged children succeed in school 2012 Actual 2013 Approved 2014 Approved City Council 179,524$ 203,202$ 219,766$ TOTAL EXPENDITURE 179,524$ 203,202$ 219,766$ General 179,524$ 203,202$ 219,766$ TOTAL FUNDING 179,524$ 203,202$ 219,766$ EXPENDITURE FUNDING 127 City Council Key Initiatives for 2014 (Council 2013 Priorities) Below are the goals set by City Council at their January 2013 Retreat: Top Priorities:  Boulder’s Energy Future  Climate Action Plan  Affordable Housing  Civic Center Master Plan Next Tier Priorities:  University Hill Revitalization  Homelessness  Boulder Junction Implementation  Adopted an ordinance to increase Medical Marijuana fees to recoup costs incurred by the city  Master Plans in process:  Transportation Master Plan Update  Facilities and Asset Management Master Plan  Parks and Recreation Master Plan  Police Department Master Plan  Zero Waste Master Plan  Received the The J. Robert Havlik Award, which is a prestigious award given once a year nationally to a program that can make a difference in transforming local government. The City of Boulder won this award for the “Smart Regs Program.” This program was created from the Climate Action Plan to achieve energy conservation, improve properties, and create jobs. 128 Table 6-05: City Council Department Detail Page 2012 Actual 2013 Approved Budget 2014 Approved Budget Variance - 2013 Approved to 2014 Approved Amount Amount Amount Amount City Council 179,524$ 203,202$ 219,766$ 16,564$ Total 179,524$ 203,202$ 219,766$ 16,564$ Personnel 84,255$ 89,672$ 106,236$ 16,564$ Operating 93,217 110,008 109,508 (500) Interdepartmental Charges 2,052 3,522 4,022 500 Total 179,524$ 203,202$ 219,766$ 16,564$ General 179,524$ 203,202$ 219,766$ 16,564$ Total 179,524$ 203,202$ 219,766$ 16,564$ Note: No budgeted FTE included in City Council. EXPENDITURE BY FUND EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY 129 City of Boulder City Manager’s Office 2014 Annual Budget $2,610,1111 1 City Manager’s Contingency , Non-Departmental Contracts, Citywide Memberships, and Citywide Programs are not included in the budget of the City Manager’s Office and are an additional $3,131,176 The mission of the City Manager’s Office is to provide professional leadership in the administration and execution of policies and objectives formulated by City Council, development and recommendation of alternative solutions to community problems for Council consideration, planning and development of new programs to meet future needs of the city, and government through excellent customer service. Department Overview City Manager’s Office Administration and Operations  The City Manager’s Office Administration and Operations ensures proper management of city operations and public representation and participation.  The Office of the Policy Advisor provides staff representation and communication on intergovernmental matters and guidance on cross-departmental city policies on behalf of the City Council and all city departments, in order to further city goals and advance understandings and mutually beneficial alliances with other governmental organizations.  Labor Relations leads negotiations with the city’s three bargaining units and builds ongoing working relationships. City Manager’s Office City Manager’s Office Administration and Operations City Manager’s Contingency City Clerk and Support Services/Central Records Communications Non-Departmental Contracts, Citywide Memberships and Programs 130 City Manager’s Office City Clerk and Support Services  The City Clerk and Support Services administer Municipal Elections and carries out administrative support for City Council, including board and commission annual recruitment and orientation and Sister City relationships support and coordination. Central Records  Central Records oversee the retention and destruction of all official city records and carries out all open record requests. Communications  Communications provides effective communication with citizens, staff and City Council. Communications also works to increase understanding of and support for city programs, policies and projects and to develop positive media relations that provide balanced coverage of city issues. City Manager’s Contingency  The City Manager’s Contingency is funding held in reserve for unforeseen matters that may arise during the fiscal year. Non-Department Contracts, Citywide Memberships and Programs  Non-Departmental Contracts are annual contracts that promote or benefit the city.  Citywide Memberships are memberships in the organization that city departments and Council participate in that assist the city in influencing regional and national decision making.  Citywide Programs are programs that have a time frame associated with them, or funding for planning and development of new programs to meet future needs of the city. Table 6-06: City Manager’s Office Summary Budget 2012 Actual 2013 Approved 2014 Approved City Clerk and Support Services 5.80 5.00 5.00 City Manager's Office 6.88 7.00 7.00 Communications 6.50 6.50 6.50 TOTAL STAFFING 19.18 18.50 18.50 City Clerk and Support Services 633,774$ 683,409$ 633,360$ City Manager's Office 974,488 1,087,369 1,135,086 Communications 757,148 826,706 841,665 TOTAL EXPENDITURE 2,365,410$ 2,597,484$ 2,610,111$ General 2,365,410$ 2,597,484$ 2,610,111$ TOTAL FUNDING 2,365,410$ 2,597,484$ 2,610,111$ STAFFING EXPENDITURE FUND 131 City Manager’s Office 2013 Accomplishments Legislative  With support from the city’s state legislators and the Colorado Municipal League (CML), killed, passed and amended various bills in furtherance of council’s legislative agenda. Examples include amendments made to bills regarding: state taxation of marijuana; removal of alcohol from licensed establishments; and pricing of parking at RTD facilities  Developed and brought forward for council’s consideration a new franchise agreement with Comcast  Implemented a competitive process that led to the awarding of $530,214 for a variety of projects aimed at helping the city’s disadvantaged children succeed in school  Participated and planned community meetings to identify the city’s role in promoting a sustainable local food system  Formed and staffed a governance working group which developed a recommendation regarding the composition, role and authority for an energy utility governance board  Developed internal policy encouraging the provision of healthy food and beverage choices in city vending machines and at city-funded meetings  Continued to support city council members in their involvement with other governments as well as intergovernmental organizations including the Colorado Municipal League (CML), the Denver Regional Council of Governments (DRCOG), and the Boulder County Consortium of Cities. Communications  Renewed management of the Education Access Agreement with the Boulder Valley School District (BVSD)  Initiated “Communication University” to provide professional development opportunities and enhance capacity with city employees  Completed the Comcast Franchise Survey with help from the City Attorney’s Office and the policy advisor  Selected as speakers for 2013 Social Media For Government & Nonprofit Communications Conference in Washington, D.C.  Developed a Communication plan for the Local Environmental Action Division (LEAD) and hired a Communication Specialist  Completed the city/CVB Ambassador Training Video  Civic Area Plan Communications  Boulder Energy Future Communications  State of the City presentation  Secured media sponsorships and communication plan for Boulder’s July 4 celebration  Internal Communications (Employee All-Staff meetings, B-Connected Newsletter, EmployeeNewsNow, Benefits, and Common Review Date)  Assisted with the Web Redesign & the new constituent relationship management (CRM) system 132 City Manager’s Office  Provided Channel 8 programming including Inside Boulder News/talk show, which is a top source for city information, and recorded and distributed “Then Sean Met Khalid” diversity performance, as well as produced the Flood Warning video  Initiated agreements with E-town, Boulder County Business Report and Conference on World Affairs for new Channel 8 Programming  Saw significant growth in Social Media, including Facebook, Twitter & Vimeo audiences  Assisted with Emergency Communications/EOC for the Bolder Boulder event. City Clerk  Analyzed and prepared code changes for the administration of the general city election  Supported the annual council retreat in January 2013  Completed the paperless packet initiative in collaboration with the Information Technology Department bringing both council and staff on board  Convened a Charter Committee to analyze potential Charter ballot measures  Continued monthly agenda preparation training sessions for city wide administrative assistants  Transitioned all legislative responsibilities from Central Records to the City Clerk  Administered Board and Commission recruitment, appointment and orientation process on Council’s behalf  Conducted the 2012 Election. Key Initiatives for 2014  Support City Council goals and administer the City Council Work Plan Sponsor state legislation that makes strides toward reestablishing the right of municipalities to pro- vide telecommunication services such as large and complex city-wide fiber and prem- ise networks  Negotiate a multi-year contract for Boulder Police Officers Association (BPOA) and the Boulder Municipal Employees Association (BMEA)  Implement Communication University  Upgrade multi-media editing bays & Channel 8 studio  Increase automation of Channel 8 programming & regional shows  Support USA Pro Cycle Communication  Iron Man/City Communications  Renew Comcast Franchise Agreement  Support the implementation of the city-wide TBBI rollout  Update the City Clerk’s Intraweb and Internet website pages  Enhance agenda item submission process for citywide departments  Conduct the 2013 General Municipal election and administer the Campaign Finance Reform Initiative  Conduct Council orientation  Coordinate and support council’s 2014 annual goals retreat, including the preparation of the 2014 Council Reference Notebook. 133 City Manager’s Office Table 6-07: City Manager’s Office Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Granicus Web Streaming $ - $ 7,500 $ 7,500 0.00 0.00 0.00 Total Changes, City Manager's Office 7,500 $ 0.00 GENERAL FUND 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Boulder History Museum Economic Impact Study $ - $ 25,000 $ 25,000 0.00 0.00 0.00 Colorado Communications and Utility Alliance - 6,000 6,000 0.00 0.00 0.00 Cyber Café Repayment of Loan to Private Note Holders - 269,083 269,083 0.00 0.00 0.00 Ironman - 63,000 63,000 0.00 0.00 0.00 Negotiations Support 46,393 86,393 40,000 0.00 0.00 0.00 Procycle - 150,000 150,000 0.00 0.00 0.00 Total Changes Non Departmental 553,083 $ 0.00 * Non Departmental details are included in the City Manager's Office department overview section of the Budget document GENERAL FUND Citywide Programs‘ Significant Changes between 2013 and 2014 Budget 134 Table 6-08: City Manager’s Office Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount City Clerk and Support Services 2.80 195,887$ 2.00 199,882$ 2.50 231,478$ 0.50 31,596$ 0.30 180,357 0.30 172,400 0.30 125,191 - (47,209) 0.30 28,637 0.30 34,423 0.20 25,060 (0.10) (9,363) General Administration 2.20 209,810 2.20 253,724 1.90 239,087 (0.30) (14,637) Sister City Administration 0.20 19,083 0.20 22,980 0.10 12,544 (0.10) (10,436) Subtotal 5.80 633,774$ 5.00 683,409$ 5.00 633,360$ - (50,049)$ City Manager's Office City Administration and Operations 5.00 757,065$ 5.50 887,570$ 5.00 806,789$ (0.50) (80,781)$ 0.88 49,498 - - - - - - 1.00 113,338 1.00 116,998 1.00 162,593 - 45,595 Labor Relations 1.00 165,704 1.00 165,704 Organizational Development - 54,587 0.50 82,801 - - (0.50) (82,801) Subtotal 6.88 974,488$ 7.00 1,087,369$ 7.00 1,135,086$ - 47,717$ Communications External Communication 2.50 283,619$ 2.50 319,323$ 2.50 327,173$ - 7,850$ Internal Communication 1.00 113,448 1.00 127,488 1.00 130,159 - 2,671 Multi Media 3.00 360,081 3.00 379,895 3.00 384,333 - 4,438 Subtotal 6.50 757,148$ 6.50 826,706$ 6.50 841,665$ - 14,959$ Total 19.18 2,365,410$ 18.50 2,597,484$ 18.50 2,610,111$ - 12,627$ Personnel 1,817,284$ 2,097,701$ 2,105,326$ 7,625$ Operating 349,796 346,391 352,318 5,927 Interdepartmental Charges 198,330 153,392 152,467 (925) Total 2,365,410$ 2,597,484$ 2,610,111$ 12,627$ General 19.18 2,365,410$ 18.50 2,597,484$ 18.50 2,610,111$ - 12,627$ Total 19.18 2,365,410$ 18.50 2,597,484$ 18.50 2,610,111$ - 12,627$ Board and Commission Administration STAFFING AND EXPENDITURE BY FUND EXPENDITURE BY CATEGORY City/CU - Community Relations and Collaboration Policy Advisor / Intergovernmental Relations STAFFING AND EXPENDITURE BY PROGRAM Records Retention, Management, and Destruction; Open Records Requests; Contract Routing/Document Recording Conduct of Elections Including Campaign Finance Reform/Matching Funds Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget 135 Table 6-09: City Manager’s Contingency Department Detail Page 2012 Actual 2013 Approved Budget 2014 Approved Budget Variance - 2013 Approved to 2014 Approved Amount Amount Amount Amount City Manager's Contingency Extraordinary Personnel 153,909$ 119,916$ 119,916$ -$ Facility Energy Cost Contingency - 110,000 110,000 - Manager's Contingency 100,122 159,066 159,066 - Vehicle Energy Cost Contingency - 80,000 80,000 - Total 254,031$ 468,982$ 468,982$ -$ Personnel 153,909$ 119,916$ 119,916$ -$ Operating 100,122 349,066 349,066 - Total 254,031$ 468,982$ 468,982$ -$ General 254,031$ 468,982$ 468,982$ -$ Total 254,031$ 468,982$ 468,982$ -$ Notes: No budgeted FTE included in City Manager's Contingency. EXPENDITURE BY PROGRAM EXPENDITURE BY FUND EXPENDITURE BY CATEGORY 2012 Expenditures associated with the Pro Cycle event, Police Master Plan, Long's Garden Appraisal, PERA Settlement and Organizational Development. 136 Table 6-10: Non-Departmental Contracts, Citywide Memberships, and Citywide Programs Department Detail Page 2012 Actual 2013 Approved Budget 2014 Approved Budget Variance - 2013 Approved to 2014 Approved Amount Amount Amount Amount Non-Departmental Contracts Convention and Visitors Bureau 1,364,916$ 1,389,000$ 1,559,000$ 170,000$ Federal Legislative Consultant 1 34,317 43,501 - (43,501) Humane Society Building Loan 60,000 93,955 93,955 - 23,609 23,609 23,609 - - - 25,000 25,000 Negotiations Support 3 50,871 46,393 86,393 40,000 10,000 - - - Subtotal 1,543,713$ 1,596,458$ 1,787,957$ 191,499$ City-Wide Memberships 35,300$ 35,300$ 35,300$ -$ Colorado Municipal League 67,205 71,008 71,221 213 Metro Mayors Caucus 6,817 7,030 6,817 (213) National League of Cities 7,816 7,816 7,816 - Rocky Flats Stewardship Coalitions 1,000 1,000 1,000 - - - 6,000 6,000 CO Labs 5 - 3,000 - (3,000) Subtotal 118,138$ 125,154$ 128,154$ 3,000$ City-Wide Programs West Nile Virus 240,640$ 250,000$ 250,000$ -$ Pro Cycle Event 6 - - 150,000 150,000 - - 63,000 63,000 - 14,000 14,000 - Boulder Television (BTV)23,813 - - - - - 269,083 269,083 Subtotal 264,453$ 264,000$ 746,083$ 482,083$ Total 1,926,304$ 1,985,612$ 2,662,194$ 676,582$ Operating 1,926,304$ 1,985,612$ 2,662,194$ 676,582$ Total 1,926,304$ 1,985,612$ 2,662,194$ 676,582$ General 1,926,304$ 1,985,612$ 2,662,194$ 676,582$ Total 1,926,304$ 1,985,612$ 2,662,194$ 676,582$ EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY Greenwood Wildlife Rehab 4 Boulder Museum of History - Operations Community Survey IronMan Event 7 Boulder Museum of History - Economic Impact Study 2 Denver Regional Council of Governments EXPENDITURE BY FUND Colorado Communications and Utility Alliance Cyber Café Repayment to Private Note Holders 137 Table 6-10: Non-Departmental Contracts, Citywide Memberships, and Citywide Programs Department Detail Page (Cont.) No budgeted FTE included in Non-Departmental Contracts, City-Wide Memberships or City-Wide Programs. 1 2 3 There will be two union contract negotiations in 2014 - BMEA and Police 4 5 6 7 Greenwood Wildlife Rehabilitation funding was moved to Boulder Police in 2013 With federal appropriation earmarks a thing of the past, the need for Boulder to routinely contract with a federal lobbyist for Boulder- specific matters has become less important. Therefore, the Federal Legislative Consultant contract will not be renewed for 2014. Demands for state legislative support have increased therefore, this funding has been moved to CMO/Policy Advisor for local lobbing efforts. Economic Impact Study for New Museum Location One-Time Funding for Pro Cycle On going funding for IronMan event Co Labs will be funded from Economic Vitality 138 [This page is intentionally blank.] 139 City of Boulder Community Planning and Sustainability 2014 Annual Budget $8,450,370 The mission of the Department of Community Planning and Sustainability is to develop and implement the desired long-term future of the natural and built environments in the City of Boulder by:  Working with the Boulder community to articulate a shared vision for the city’s future;  Promoting long-term sustainability and community quality through comprehensive, strategic planning and application of the community’s values and sustainability principles in guiding new development and redevelopment in the city;  Engaging the community to promote education and action for community sustainability; and  Supporting others in the city organization and community to carry out their mission in service of the community’s planning and sustainability goals. Department Overview Administration  Administration provides administrative, financial, and communication services to both internal and external customers by administering and providing support to the department’s programs and projects. Economic Vitality Administration Local Environmental Action Regional Sustainability Comprehensive Planning Development Review Community Planning and Sustainability 140 Comprehensive Planning  Comprehensive Planning leads planning and policy development projects and programs. It includes long range planning, urban design, historic preservation, ecological planning and sustainability policy coordination. The division develops and implements the Boulder Valley Comprehensive Plan, prepares area plans and other special planning efforts, leads sustainability policy initiatives, manages the historic preservation program, and coordinates the urban wildlife management and integrated pest management programs. Development Review  Development Review provides project review, zoning administration, and enforcement services for the community and customers of the Development Services Center (as part of the P&DS integrated work group with Public Works), ensuring consistent application of city regulations and policies in both “by right” and discretionary review projects. The group also coordinates regular updates to the city’s land use code and development regulations and oversees annexation processes. Economic Vitality  Economic Vitality coordinates and supports efforts throughout the city organization and with partner groups in the community to nurture and enhance Boulder’s entrepreneurial spirit and long-term economic success. The program supports long term economic sustainability through strategic initiatives in addition to supporting current Boulder businesses with assistance services, retention and outreach efforts, and incentive programs. Local Environmental Action  Local Environmental Action develops policies, programs, and support services to help Boulder residents and businesses understand and implement energy efficiency and zero waste initiatives in addition to supporting similar efforts within the city organization. Regional Sustainability  Regional Sustainability increases the city's effectiveness in achieving its sustainability agenda throughout the community and the region through partnerships with groups such as the University of Colorado, Boulder Valley School District (BVSD), Boulder County, other cities, state and federal agencies and, legislators. Community Planning and Sustainability 141 Community Planning and Sustainability 2013 Accomplishments  Completed a number of significant development reviews, including 28th & Canyon Site Review (Ead’s / Golden Buff), 970 28th St. Site Review (The Province), 950 28th St. Site Review (Landmark Lofts II), 5460 Spine Site Review (The Alexan), 6655 Lookout Use Review, Hogan Pancost Site Review and Annexation Planning Board Hearings, and 1906 28th Street (Trader Joe’s) Site Review  Completed or initiated code changes related to occupancy equivalencies for Hotel and Motel uses; congregate care; assessed vs. appraised options for building valuations; and calculation of density related to rights-of-way dedications in areas with approved connections plans  Developed recommended changes to the city’s Site Review criteria and related development standards to clarify expectations for reducing and mitigating energy and water use in the built environment  Drafted new land use definitions for alcohol-serving establishments and related policy options to reduce the community impacts associated with alcohol service and consumption  Implemented the Primary Employer Study near term steps and initial drafting of the Economic Sustainability Strategy Table 6-11: Community Planning and Sustainability Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 4.02 3.96 3.96 Regional Sustainability 1.20 1.20 1.20 Comprehensive Planning 8.16 8.16 10.16 Development Review 16.48 19.19 19.32 Economic Vitality 1.00 2.00 2.00 LEAD 9.85 9.55 10.55 Cost Allocation and Transfers - - - TOTAL PERSONNEL 40.71 44.06 47.19 Administration 484,255$ 530,575$ 525,935$ Regional Sustainability 163,288 170,341 172,357 Comprehensive Planning 850,540 1,289,336 1,381,506 Development Review 1,758,356 2,121,567 2,055,562 Economic Vitality 598,438 734,771 770,278 LEAD 4,902,962 1,689,351 3,056,910 Cost Allocation and Transfers 469,014 469,582 487,823 TOTAL EXPENDITURE 9,226,854$ 7,005,523$ 8,450,370$ General 3,535,527$ 2,734,751$ 1,973,970$ Planning and Development Services 3,244,187 3,779,283$ 4,630,800 Climate Action Plan 2,447,140 491,489$ 1,845,600 TOTAL FUNDING 9,226,854$ 7,005,523$ 8,450,370$ STAFFING EXPENDITURE FUNDING 142  Implemented the disposable bag fee, including the printing and distribution of 40,000 reusable bags to Boulder residents  Conducted a zero waste program evaluation study to look back at past trash tax expenditures and to analyze projected costs and benefits moving forward for existing and new zero waste initiatives  Conducted a third party evaluation of the SmartRegs program and related EnergySmart support services to inform city resource commitments and staffing and ensure continued program success following the expiration of federal ARRA funds  Continued to work with business and property owners on energy efficiency programs for the commercial sector including:  A pilot for energy rating and reporting for different commercial building types;  Participation in a peer-city work group through the Urban Sustainability Directors Network on energy rating and reporting;  Collaboration with large commercial property owners on deep energy retrofits; and  A new energy data pilot in collaboration with the Pecan Street Research Institute in Austin, in addition to continued delivery of custom efficiency rebates for commercial property owners  Continued to partner with Boulder County in delivery of EnergySmart services to Boulder businesses, landlords, and homeowners, helping to surpass the goal of 10,000 homes served countywide during the two years of American Recovery and Reinvestment Act (ARRA) funding (as well as over 2,600 businesses)  Refined and continued bear education and enforcement program in 2013 and prepared a report of the 2012 program  Held Civic Area Ideas Competition online on InspireBoulder (with almost 7,000 visits) and at the library gallery. Completed CU/DU NAIOP Real Estate Competition exploring possible program uses for 13th Street block and their financial feasibility. Developed draft concept plan with strategies for implementation  Hired consultants and established a staff team to prepare the strategies and data tracking elements for the Climate Commitment project. Developed baseline GHG inventory based on the International Council for Local Environmental Initiative (ICLEI) Protocol. Conducted analyses to inform establishment of both long-term and near- term goals for GHG reductions. Integrated with the Transportation Master Plan (TMP), Zero Waste Master Plan, and Energy Future  Co-hosted “Net Zero Cities Conference” with City of Ft. Collins and other partners  Formed a working group and facilitated process to address the need for ADA accessible restrooms at Chautauqua  Completed the Historic Preservation Plan  Evaluated two years of enhanced Nuisance Mosquito Control program and prepared report outlining outcomes and next steps Community Planning and Sustainability 143 Key Initiatives for 2014  Continue to update and amend the land use code including solar/wind energy, open space, and other code changes  Continue to implement the replacement of the LandLink Development and Information Tracking System  Implement the Economic Sustainability Strategy  Continue work on Commercial Energy Efficiency Strategy that includes a phased approach to requirements for energy efficiency and a rating and reporting requirement for existing commercial buildings  Complete the update to the Zero Waste Master Plan; implement recommendations for new zero waste program initiatives that arise from the update  Conduct a pilot program to test every-other-week trash collection service paired with weekly compost and/or recycling collection  Work with community zero waste partners to develop construction, demolition, and deconstruction infrastructure  Enhance services and programs offered at 6400 Arapahoe to support community zero waste goals  Complete the Chautauqua ADA restrooms project and undertake next steps related to the Guiding Principles for Stewardship with the Colorado Chautauqua Association  Continue and complete the update to the North Boulder Subcommunity Plan  Complete Historic Preservation Plan implementation items  Complete the typologies and pattern book related to Sustainable Streets and Centers Community Planning and Sustainability  Completed Phase 1 of Sustainable Streets and Centers project (inventory of corridors) and integrated project with the TMP, East Arapahoe Area Plan, and Economic Sustainability Study  Refined and integrated the Sustainability Framework with Parks and Recreation, Transportation, and Police master plans  Developed Education and Outreach Plan for State-Mandated Eradication of Specific Noxious Weeds on Private Property  Scoped and launched update to the North Boulder Subcommunity Plan, with focus on the Broadway commercial district  Teamed with Housing Division to support planning and implementation of Phase 1 for development of a new Comprehensive Housing Strategy, as well as integration of affordable housing review within the city’s overall development review process  Supported team effort to complete the closing on the Depot Square project at Boulder Junction and approve permits for groundbreaking and construction  Teamed with other departments to support work related to Boulder’s Energy Future; the Transportation Management Plan update; Access Management and Parking Strategies project; and other key citywide initiatives. 144 Table 6-12: Community Planning and Sustainability Significant Changes Between 2013 and 2014 Budget Community Planning and Sustainability  Complete the Climate Commitment Plan and expand community outreach.  Complete the Sustainability Framework and Indicators  Begin implementation of the Civic Area Plan  Begin the 2015 Boulder Valley Comprehensive Plan 5-year update  Complete Phase 2 of the Comprehensive Housing Strategy project. 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND (TRASH TAX REALLOCATION) Sustainability Communications Specialist I $ 44,000 $ 44,000 $ - 0.00 0.50 0.50 CLIMATE ACTION PLAN FUND Sustainability Communications Specialist I $ 44,000 $ 44,000 $ - 0.00 0.50 0.50 PLANNING AND DEVELOPMENT SERVICES FUND Boulder Civic Area Implementation $ - $ 210,000 $ 210,000 0.00 1.00 1.00 Business Liaison - 88,000 88,000 0.00 1.00 1.00 Comprehensive Planning Planner I - 40,000 40,000 0.00 0.50 0.50 Development Code Updates Staffing - 70,000 70,000 0.00 1.00 1.00 Development Review 53,243 61,243 8,000 0.87 1.00 0.13 Economic Vitality Program Operating Budget - 30,000 30,000 0.00 0.00 0.00 Interns for Comprehensive Planning, Historic Preservation, Economic Vitality - 54,000 54,000 0.00 0.00 0.00 LandLink Development and Information Tracking System Replacement project - 59,840 59,840 0.00 0.68 0.68 Total Changes, Community Planning and Sustainability 559,840 $ 5.31 145 Table 6-13: Community Planning and Sustainability Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 4.02 484,255$ 3.96 530,575$ 3.96 525,935$ - (4,640)$ Subtotal 4.02 484,255$ 3.96 530,575$ 3.96 525,935$ - (4,640)$ Regional Sustainability Regional Sustainability 1.20 163,288$ 1.20 170,341$ 1.20 172,357$ - 2,016$ Subtotal 1.20 163,288$ 1.20 170,341$ 1.20 172,357$ - 2,016$ Comprehensive Planning Comprehensive Planning 5.14 520,647$ 5.28 886,528$ 6.78 942,689$ 1.50 56,161$ Ecological Planning 1.35 151,711 1.21 178,479 1.21 178,892 - 413 Historic Preservation 1.67 178,183 1.67 224,329 2.17 259,925 0.50 35,596 Subtotal 8.16 850,540$ 8.16 1,289,336$ 10.16 1,381,506$ 2.00 92,170$ Development Review 5.44 580,428$ 7.39 835,201$ 7.39 784,042$ - (51,159)$ Building Permit Site Inspection 0.86 91,759 1.01 117,065 1.01 105,066 - (11,999) Development Review 8.21 875,977 8.44 921,832 8.57 920,715 0.13 (1,117) 0.48 51,214 0.82 87,144 0.82 86,982 - (162) 0.24 25,607 0.24 25,362 0.24 24,768 - (594) 0.42 44,812 0.42 43,934 0.42 42,847 - (1,087) Engineering Permits 0.60 64,018 0.64 68,491 0.64 68,806 - 315 0.23 24,540 0.23 22,539 0.23 22,336 - (203) Subtotal 16.48 1,758,356$ 19.19 2,121,567$ 19.32 2,055,562$ 0.13 (66,006)$ Economic Vitality Business Incentive Programs - 265,666$ - 350,000$ - 350,000$ - -$ 1.00 332,772 2.00 384,771 2.00 420,278 - 35,507 Subtotal 1.00 598,438$ 2.00 734,771$ 2.00 770,278$ - 35,507$ LEAD City Organization Sustainability - 55,603$ 0.25 67,368$ 0.25 67,498$ - 130$ 4.30 2,387,140 4.00 491,489 5.00 1,845,600 1.00 1,354,111 Transportation GHG Reductions - 60,000 - - - - - - Waste Reduction 5.55 2,400,219 5.30 1,130,494 5.30 1,143,812 - 13,318 Subtotal 9.85 4,902,962$ 9.55 1,689,351$ 10.55 3,056,910$ 1.00 1,367,559$ Cost Allocation and Transfers Cost Allocation and Transfers - 469,014$ - 469,582$ - 487,823$ - 18,241$ Subtotal - 469,014$ - 469,582$ - 487,823$ - 18,241$ Total 40.71 9,226,854$ 44.06 7,005,523$ 47.19 8,450,370$ 3.13 1,444,847$ Personnel 4,033,738$ 4,459,613$ 4,640,087$ 180,474$ Operating 3,388,944 1,931,796 3,173,665 1,241,869 Interdepartmental Charges 126,043 143,531 147,795 4,264 Capital 1,160,867 1,000 1,000 - Other Financing 517,262 469,582 487,823 18,241 Total 9,226,854$ 7,005,523$ 8,450,370$ 1,444,847$ Base Map Data Maintenance Zoning Administration and Enforcement Economic Vitality Program and Sponsorships GIS Services STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget EXPENDITURE BY CATEGORY Building Permit Plan Review and Issuance (Zoning Compliance) Energy Efficiency and Conservation Rental Licensing 146 Table 6-13: Community Planning and Sustainability Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget General 10.40 3,535,527$ 11.40 2,734,751$ 8.15 1,973,970$ (3.25) (760,781)$ Planning and Development Services 26.01 3,244,187 28.66 3,779,283 33.79 4,630,800 5.13 851,517 Climate Action Plan 4.30 2,447,140 4.00 491,489 5.25 1,845,600 1.25 1,354,111 Total 40.71 9,226,854$ 44.06 7,005,523$ 47.19 8,450,370$ 3.13 1,444,847$ STAFFING AND EXPENDITURE BY FUND 147 City of Boulder Downtown and University Hill Management Division Parking Services 2014 Annual Budget $8,874,150 The mission of Downtown and University Hill Management/Parking Services is to serve the Downtown, University Hill, Boulder Junction and other neighborhoods by providing quality programs, parking, enforcement, maintenance, and alternative mode services with the highest level of customer service, efficient management, and effective problem solving. Department Overview Administration  Provide administrative and financial support to the department, customer service to patrons, and sales and administration of commercial and residential parking permits. Provide staff liaison support to four advisory boards: Downtown Management Commission, University Hill Commercial Area Management Commission, and two Boulder Junction Access Districts – Parking and Travel Demand Management. Public Space Management  Manage public space permitting on University Hill, the Pearl Street Mall, and citywide; coordinate with other city departments regarding right of way issues; and coordinate capital improvements downtown and in the University Hill commercial district. Economic Vitality and Business Assistance  Provide business retention and outreach services; assist businesses in the downtown and the hill with city-related issues; sponsor initiatives with the Downtown Boulder Business Improvement District and other organizations; participate in revitalization efforts and public private developments as appropriate. Downtown and University Hill Management Division and Parking Services Administration Parking and Access Public Space Management Business Assistance and Events 148 Parking and Access Parking and Access includes:  Operations and Maintenance. Maintain and operate downtown and University Hill automobile and bicycle parking infrastructure, including six surface lots, five garages, 4,440 on-street auto parking spaces, and over 1,300 bike racks. Plan and implement the Boulder Junction Access District - Parking.  Travel Demand Management (TDM). Administer the downtown travel demand management programs: employee Eco Pass, Car Share and Bike Share. Plan and implement the Boulder Junction Access District – TDM.  Parking Enforcement. Use education and enforcement to manage parking in the downtown and University Hill commercial areas, in ten Neighborhood Parking Permit zones, and citywide. Table 6-14: Downtown and University Hill Management Division / Parking Services Summary Budget Downtown and University Hill Management Division Parking Services 2012 Actual 2013 Approved 2014 Approved PERSONNEL Administration 6.45 6.45 6.45 Business Assistance and Events 1.50 1.50 1.50 Parking and Access: Operations TDM and Enforcement 34.30 34.30 34.30 Capital Improvements Program, Interdepartmental Charges and Debt Service - - - TOTAL PERSONNEL 42.25 42.25 42.25 EXPENDITURE Administration 999,497$ 1,122,915$ 1,118,545$ Business Assistance and Events 423,525 348,424 352,278 Parking and Access: Operations TDM and Enforcement 4,044,889 4,368,700 4,355,887 Capital Improvements Program, Interdepartmental Charges and Debt Service 12,071,365 3,562,961 3,047,440 TOTAL EXPENDITURE 17,539,275$ 9,403,000$ 8,874,150$ FUNDING General 1,204,448$ 1,292,277$ 1,214,032$ Downtown Commercial District 15,807,123 7,478,043 7,027,957 University Hill Commercial District 514,055 569,734 569,215 Boulder Junction General Improvement District- Parking 9,282 12,599 12,599 Boulder Junction General Improvement District- TDM 4,368 50,347 50,347 TOTAL FUNDING 17,539,275$ 9,403,000$ 8,874,150$ 149 2013 Accomplishments  Implementation of a Pearl Street Smoking Ban  Implementation of various Capital Bond Projects including:  15th Street Streetscape Implementation  Pearl St Mall interactive kiosks  14th Street RTD Pedestrian Enhancements  Enhanced the Downtown Garage including internal and external graphics, painting and signage improvements and variable messaging signage  Piloted a Mobile Food Vehicle Podding  Access Management and Parking Strategy Project Start-up  Boulder Junction Access District – TDM Commencement. Downtown and University Hill Management Division Parking Services Table 6-15: Downtown and University Hill Management Division / Parking Services Significant Changes Between 2013 and 2014 Budget Key Initiatives for 2014  Create a residential service district to assist in the Hill Revitalization project  Improve the West Pearl Streetscape as part of the Capital Bond Project  Begin an Access Management and Parking Strategy Assessment  Implement Depot Square. 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Boulder Junction Meters and Pay Stations for On- street Parking $ - $ 5,000 $ 5,000 0.00 0.00 0.00 Downtown Facilities Repair and Replacement (ongoing as of 2014) 125,000 125,000 - 0.00 0.00 0.00 Eco Passes - 50,000 50,000 0.00 0.00 0.00 Parking Services Enforcement Software - 5,775 5,775 0.00 0.00 0.00 Total Changes, Downtown and University Hill Management Division/Parking Services 60,775 $ 0.00 150 Table 6-16: Downtown and University Hill Management Division / Parking Services Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount 6.45 985,847$ 6.45 1,059,969$ 6.45 1,055,599$ - (4,370)$ - 13,650 - 62,946 - 62,946 - - Subtotal 6.45 999,497$ 6.45 1,122,915$ 6.45 1,118,545$ - (4,370)$ Business Assistance and Events - 5,250$ - 5,000$ - 5,000$ - -$ BID Funding for Events/Marketing - 38,059 - 38,059 - 38,059 - - - 39,803 - 25,146 - 40,146 - 15,000 Citywide Event Permitting 0.50 62,168 0.50 53,776 0.50 53,607 - (168) Citywide Film Permitting 0.10 14,356 0.10 11,134 0.10 10,976 - (158) Civic Plaza - Farmer's Market 2,524 - 1,800 - 1,800 - - - 215,241 - 110,500 - 110,500 - - Mall Operations 0.45 21,588 0.45 50,069 0.45 44,659 - (5,410) Mall Permitting 0.45 21,588 0.45 50,068 0.45 44,659 - (5,409) News Box Program - 2,947 - 2,873 - 2,873 - Subtotal 1.50 423,525$ 1.50 348,424$ 1.50 352,278$ - 3,854$ 3.00 694,527$ 3.00 753,400$ 3.00 756,554$ - 3,154$ - 22,015 - 37,000 - 37,000 - - 17.73 1,543,524 17.73 1,690,959 17.73 1,703,469 - 12,510 1.03 97,196 1.03 96,916 1.03 95,838 - (1,078) Neighborhood Parking Program 1.09 63,541 1.09 91,843 1.09 74,306 - (17,537) 10.95 792,973 10.95 842,748 10.95 782,796 - (59,952) 0.50 39,863 0.50 41,535 0.50 41,624 - 89 EcoPass Program - 773,750 - 793,800 - 843,800 - 50,000 CAGID Parking Refunds - 16,387 - 16,000 - 16,000 - - - 1,115 - 4,500 - 4,500 - - Subtotal 34.30 4,044,889$ 34.30 4,368,700$ 34.30 4,355,887$ - (12,813)$ - 613,600$ - 400,000$ - 400,000$ - -$ Interdepartmental Charges - 278,721 - 276,637 - 287,383 - 10,746 - 11,179,044 - 2,886,324 - 2,360,057 - (526,267) Subtotal - 12,071,365$ - 3,562,961$ - 3,047,440$ - (515,521)$ Total 42.25 17,539,275$ 42.25 9,403,000$ 42.25 8,874,150$ - (528,850)$ Personnel 2,534,098$ 2,741,219$ 2,667,115$ (74,104)$ Operating 3,836,216 3,557,772 3,182,446 (375,326) Interdepartmental Charges 625,772 585,478 468,225 (117,253) Capital 458,448 275,000 410,000 135,000 Debt Service 1,918,841 1,935,752 1,830,124 (105,628) Other Financing 8,165,900 307,779 316,240 8,461 Total 17,539,275$ 9,403,000$ 8,874,150$ (528,850)$ Debt Service University Hill Streetscape and Public Space Maintenance Parking Garages/Lots - Downtown and University Hill EXPENDITURE BY CATEGORY Capital Improvements Program, Interdepartmental Charges and Capital Improvement Program BID Funding for Trash, Ambassadors, Kiosk Downtown and Community Improvements - Pearl Street Mall/Downtown Streetscape Parking Enforcement and Special Event Enforcement TDM - Commercial District Access Program Trash Bag Supplies Outside the Hill Business District Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Department Administration Administration Planning Boulder Junction Access GIDs Public Information/Economic Vitality BID Funding for Survey/Database Meter Program Parking and Access: Operations TDM and Enforcement STAFFING AND EXPENDITURE BY PROGRAM 151 Table 6-16: Downtown and University Hill Management Division / Parking Services Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget General 14.33 1,204,448$ 14.33 1,292,277$ 14.33 1,214,032$ - (78,245)$ 24.29 15,807,123 24.29 7,478,043 24.29 7,027,957 - (450,086) 3.63 514,055 3.63 569,734 3.63 569,215 - (519) - 9,282 - 12,599 - 12,599 - - - 4,368 - 50,347 - 50,347 - - Total 42.25 17,539,275$ 42.25 9,403,000$ 42.25 8,874,150$ - (528,850)$ Boulder Junction General Improvement District-TDM Boulder Junction General Improvement District-Parking Downtown Commercial District University Hill Commercial District STAFFING AND EXPENDITURE BY FUND 152 [This page is intentionally blank.] 153 City of Boulder Energy Strategy and Electric Utility Development 2014 Annual Budget $2,312,000 The mission of Boulder’s Energy Future is to ensure that Boulder residents, businesses and institutions have access to reliable energy that is increasingly clean and remains competitively priced. Department Overview In November 2011, City of Boulder voters agreed to allow the city to continue exploring the possibility of purchasing Xcel Energy’s (Xcel’s) distribution system and forming a city-owned electric utility. Following voter approval in November 2011, the city has focused its “energy future” work plan efforts on exploring municipalization. Table 6-17: Energy Strategy and Electric Utility Development Summary Budget Energy Strategy and Electric Utility Development 2012 Actual 2013 Approved 2014 Approved Energy Strategy and Electric Utility Development 1.00 4.50 4.50 TOTAL STAFFING 1.00 4.50 4.50 Energy Strategy and Electric Utility Development 1,033,610$ 2,203,000$ 2,312,000$ TOTAL EXPENDITURE 1,033,610$ 2,203,000$ 2,312,000$ General - Utility Occupation Tax 1,033,610$ 1,900,000$ 1,957,000$ General - Other One Time Funding - 303,000 355,000 Climate Action Plan Tax - - - TOTAL FUNDING 1,033,610$ 2,203,000$ 2,312,000$ STAFFING EXPENDITURE FUND 154 Energy Strategy and Electric Utility Development 2013 Accomplishments  Completed Phase 1 of the work plan which accomplished the following:  Modeled financial and resource options under various acquisition and stranded cost levels  Conducted preliminary analysis of the Xcel system to identify the type and condition of the assets needed to serve a city-owned utility  Formed five working groups comprised of a diverse representation of the community who assisted in vetting assumptions and recommendations  Developed a reliability plan, analyzed costs, and benchmarked against other public power utilities  Initiated legal and regulatory actions  Continued a proactive public outreach program  Completed an analysis that showed that a City of Boulder utility could meet the requirements set by the voter-approved charter  Received approval to move forward with Phase 2 of the work plan including more detailed modeling of the financial analysis and regulatory work in preparation of a separation plan  Received approval to conduct analysis necessary under a proposed framework for evaluating the “added value” a municipal electric utility would provide to the community  Formed the City-Xcel Partnership Taskforce and the Governance Working Group  Held various sessions including Utility of the Future vision sessions, study sessions, and public hearings all intended to gather public input and provide the public with up to date information on the progress of the municipalization exploration project. Key initiatives for 2014  Continue with the next steps in exploring whether to acquire Xcel Energy electrical system assets needed to operate a city-run electric utility. If council agrees to move forward in August 2013, key initiatives will include:  Legal actions at both the state and federal levels  Asset acquisition proceedings  Transition plan creation  Continued municipalization option analysis and modeling  Resource planning  Partnership discussions with regional entities.  Work with Excel Energy to develop an alternative to municipalization 155 Table 6-19: Energy Strategy and Electric Utility Development Department Detail Page Table 6-18: Energy Strategy and Electric Utility Development Significant Changes Between 2013 and 2014 Budget Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount 1.00 1,033,610$ 4.50 2,203,000$ 4.50 2,312,000$ - 109,000$ Total 1.00 1,033,610$ 4.50 2,203,000$ 4.50 2,312,000$ - 109,000$ Personnel 239,572$ 661,254$ 655,880$ (5,374)$ Operating 744,173 1,541,746 1,656,120 114,374 Interdepartmental Charges 5,295 - - - Capital 44,570 - - - Total 1,033,610$ 2,203,000$ 2,312,000$ 109,000$ General - Utility Occupation Tax 1.00 1,033,610$ 1.00 1,900,000$ 1.00 1,957,000$ - 57,000$ General - Other One Time Funding - - 3.50 303,000 3.5 355,000 - 52,000 Total 1.00 1,033,610$ 4.50 2,203,000$ 4.50 2,312,000$ - 109,000$ STAFFING AND EXPENDITURE BY PROGRAM Energy Strategy and Electric Utility Development Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget STAFFING AND EXPENDITURE BY FUND 1 EXPENDITURE BY CATEGORY 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Boulder's Energy Future $ 2,203,000 $ 2,312,000 $ 109,000 4.50 4.50 0.00 Total Changes, Energy Strategy and Electric Utility Development 109,000 $ 0.00 1 The Energy Strategy and Electric Utility Development Department was created in 2012 after the City Council approval of the 2012 Budget. In 2013, $1,900,000 was appropriated as a result of the 2011 Boulder's Energy Future Ballot Measure and is funded by the Utility Occupation Tax. In 2014, this amount is increased to $1,938,000 to account for potential increases to the Utility Occupation Tax. The remaining funds are appropriated through one time savings in the General Fund, and the increase in 2014 reflects annual salary and benefits costs increases. 156 [This page is intentionally blank.] 157 City of Boulder Finance 2014 Annual Budget $7,230,820 The mission of the Finance Department is to provide responsive, professional and ethical administrative and fiscal services to meet the needs of the public, the City Council, and all departments of the city. We value and maintain business practices that further the city’s goals for sustainability. Department Overview Administration  Administration directs all activities of the department, actively manages Old Hire Fire and Police Pension Plans (for employees hired before April 8, 1978), and maintains communication and collaboration with city departments related to city financial matters. Fiscal Services Fiscal Services includes:  Accounting and Operations. The Accounting and Operations Division provides centralized city services including general accounting functions, external financial reporting, internal audit, financial document imaging and record retention, centralized mail coordination, payment processing, and purchasing coordination. Finance Administration Fiscal Services Risk Management Budget 158  Treasury. The Treasury Division performs the daily cash management functions of the city, including investment of available cash balances. The division also manages and monitors city debt obligations, performing ongoing bond disclosures and other functions to maintain the city’s compliance with the relevant obligations. This area is also responsible for debt management of the city.  Revenue and Licensing. The Revenue and Licensing Division provides tax collection, reporting, education and enforcement functions for sales and use taxes, accommodation taxes, admission taxes, and trash taxes of the city. In addition, the division provides general accounts receivable and assessments billing and collection functions. The licensing function of the division includes collection and enforcement activities for regular business licenses (sales, use, accommodation, admission, and trash hauler licenses), liquor licenses, medical marijuana business licenses, special event licenses, dog licenses, and other licensing by the city.  Sales and Use Tax Auditing and Compliance. The Sales Tax Auditing and Compliance Division provides education, compliance, and auditing services for the city’s more than nine thousand tax vendors. Budget  The Budget Division coordinates city-wide operating budget development activities, collaborates with the Community Planning and Sustainability Department and other departments to create the Capital Improvement Program (CIP), provides budgetary support and guidance to city departments, performs budgetary forecasting and analysis, engages in long-range financial planning, and performs policy analysis at the request of the City Manager. Risk Management  The Risk Management Division facilitates the Employee Wellness Program and plays a key role in minimizing risk exposure for property, casualty and worker’s compensation liabilities. Table 6-20: Finance Summary Budget Finance 2012 Actual 2013 Approved 2014 Approved Administration 1.90 1.00 1.00 Fiscal Services 23.10 24.00 25.00 Budget 5.00 5.00 6.00 Risk Management 4.00 4.00 4.00 TOTAL STAFFING 34.00 34.00 36.00 Administration 454,766$ 408,237$ 415,702$ Fiscal Services 2,162,281 2,300,659 2,492,742 Budget 551,031 524,287 624,765 Risk Management 2,815,821 3,407,796 3,485,805 Cost Allocation 203,349 203,886 211,806 TOTAL EXPENDITURE 6,187,247$ 6,844,864$ 7,230,820$ STAFFING EXPENDITURE 159 2013 Accomplishments  Collaborated with the Human Resources Department and Information Technology Department to launch the implementation of the Transform Boulder Business Initiative (TBBI); an initiative that will replace outdated software that is unable to meet the needs of payroll, human resources and finance  Began the process to update the City’s cost allocation plan  Received the Certificate of Achievement for Excellence in Financial Reporting, the Popular Annual Financial Reporting Award, and the Distinguished Budget Presentation Award from the Government Finance Officers Association  The Risk Management Division, Human Resources, and Parks and Recreation teamed up to add three successful pilot offerings in the Wellness Program. These programs: The Health Improvement Program, the Boone Heat Scan Program, and the A1C Diabetes Program were successful and will be expanded in 2014 and beyond. These programs help employees to better manage their health and wellness  Continued to provide financial support to departments who do not have dedicated finance staff. Key Initiatives for 2014  Complete the implementation of the Transforming Boulder Business Initiative (TBBI)  Consolidate Dog licensing with the Green Tag program in the licensing division of Finance  Work with other city departments to develop and implement recreational Marijuana licensing  Continue to support the city’s evaluation of clean energy alternatives  Work with other departments to prepare the comprehensive financial strategies update for the original Blue Ribbon Commission I and II reports  Work to increase public transparency of the operating budget and the capital improvement program (CIP). Finance Table 6-20: Finance Summary Budget (Cont.) 2012 Actual 2013 Approved 2014 Approved General 3,168,077$ 3,233,183$ 3,533,209$ Property and Casualty Insurance 1,293,517 1,768,481 1,880,319 Worker's Compensation Insurance 1,725,653 1,843,200 1,817,292 TOTAL FUNDING 6,187,247$ 6,844,864$ 7,230,820$ FUND 160 Table 6-21: Finance Significant Changes Between 2013 and 2014 Budget Finance 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Beverage Licensing Authority and Licensing Changes $ - $ 17,580 $ 17,580 0.00 0.00 0.00 Legal Support - 50,000 50,000 0.00 0.00 0.00 Dog Licensing - new program setup - 30,000 30,000 0.00 0.00 0.00 Budget Analyst - 91,946 91,946 0.00 1.00 1.00 Licensing Staff - 83,622 83,622 0.00 1.00 1.00 Total Changes, Finance 273,148 $ 2.00 Police and Fire Old Hire Pensions Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change General Fund Contribution $ - $ 250,000 $ 250,000 0.00 0.00 0.00 Total Changes, Police and Fire Old Hire Pensions 250,000 $ 0.00 GENERAL FUND 161 Table 6-22: Finance Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration #Department Administration 1.80 415,120$ 0.90 389,871$ 0.90 397,375$ - 7,503$ #Old Hire Pension Plan Management 0.10 39,646 0.10 18,366 0.10 18,327 - (39) Subtotal 1.90 454,766$ 1.00 408,237$ 1.00 415,702$ - 7,465$ Fiscal Services Accounting and Operations #Centralized Mail Services 1.05 87,756$ 1.10 94,963$ 1.10 96,022$ - 1,059$ #Financial Reporting 2.50 354,846 2.75 380,210 2.75 374,986 - (5,223) #Imaging/Record Retention 0.05 12,292 0.10 17,510 0.10 19,139 - 1,629 #Internal Audit 0.10 16,382 0.20 32,679 0.20 33,286 - 607 #Payment Processing 1.55 150,353 2.10 160,457 2.10 159,438 - (1,019) #Purchasing 3.10 206,724 3.20 262,253 3.20 291,877 - 29,624 Revenue and Licensing #0.55 7,184 0.85 85,375 0.85 87,419 - 2,043 #Information Desk 0.55 69,133 0.60 44,336 0.60 44,082 - (254) #Liquor Licensing 0.90 97,304 0.90 77,570 1.40 139,184 0.50 61,613 703041, 42, 43Other Licensing 2.60 91,002 1.85 146,638 2.35 204,446 0.50 57,808 #Sales Tax: Auditing 6.00 480,686 6.00 544,794 6.00 566,076 - 21,282 #2.10 313,230 2.95 260,362 2.95 277,164 - 16,801 Treasury #Administration 0.05 28,256 0.10 16,505 0.10 16,289 - (216) #Debt Management 0.25 42,202 0.30 52,741 0.30 51,084 - (1,657) #Portfolio Management 1.75 204,930 1.00 124,263 1.00 132,248 - 7,985 Subtotal 23.10 2,162,281$ 24.00 2,300,659$ 25.00 2,492,742$ 1.00 192,083$ Budget 701010; 701021City Budget Development 2.30 279,561$ 2.30 229,136$ 2.80 283,794$ 0.50 54,659$ #Departmental Budget Support 0.60 44,254 0.50 47,131 0.60 62,858 0.10 15,727 #Forecasting and Analysis 0.55 55,702 0.55 60,678 0.65 68,285 0.10 7,607 #Long-Range Planning 0.55 55,727 0.55 60,700 0.65 68,285 0.10 7,585 #Policy Analysis 1.00 115,788 1.10 126,642 1.30 141,542 0.20 14,900 Subtotal 5.00 551,031$ 5.00 524,287$ 6.00 624,765$ 1.00 100,478$ Risk Management #Employee Wellness 0.30 326,468$ 0.30 315,375$ 0.30 321,325$ - 5,950$ #2.00 1,125,824 2.00 1,600,330 2.00 1,705,636 - 105,306 #1.70 1,363,529 1.70 1,492,091 1.70 1,458,844 - (33,246) Subtotal 4.00 2,815,821$ 4.00 3,407,796$ 4.00 3,485,805$ - 78,010$ Cost Allocation Cost Allocation - 203,349$ - 203,886$ - 211,806$ - 7,920$ Subtotal - 203,349$ - 203,886$ - 211,806$ - 7,920$ Total 34.00 6,187,247$ 34.00 6,844,864$ 36.00 7,230,820$ 2.00 385,956$ Sales and Use Tax Auditing Sales Tax: Licensing and Collections Property and Casualty Self Insurance Worker's Compensation Self Insurance 2012 Actual 2013 Approved Budget 2014 Approved Budget Variance - 2013 Approved to 2014 Approved STAFFING AND EXPENDITURE BY PROGRAM Accounts Receivable and Assessments 162 Table 6-22: Finance Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount 2012 Actual 2013 Approved Budget 2014 Approved Budget Variance - 2013 Approved to 2014 Approved Personnel 2,948,181$ 3,286,028$ 3,538,549$ 252,521$ Operating 2,856,885 3,198,896 3,294,498 95,602 Interdepartmental Charges 98,832 61,054 90,967 29,913 Other Financing 283,349 298,886 306,806 7,920 Total 6,187,247$ 6,844,864$ 7,230,820$ 385,956$ General 30.00 3,168,077$ 30.00 3,233,183$ 32.00 3,533,209$ 2.00 300,026$ Property and Casualty Insurance 2.00 1,293,517 2.00 1,768,481 2.00 1,880,319 - 111,838 Worker's Compensation Insurance 2.00 1,725,653 2.00 1,843,200 2.00 1,817,292 - (25,908) Total 34.00 6,187,247$ 34.00 6,844,864$ 36.00 7,230,820$ 2.00 385,956$ EXPENDITURE BY CATEGORY STAFFING AND EXPENDITURE BY FUND 163 City of Boulder Fire 2014 Annual Budget $17,564,646 The mission of the Boulder Fire Department is to make Boulder a safe place to live, work and play. We reduce the human suffering caused by fires, accidents, sudden illness, hazardous material releases, or other disasters. Department Overview Administration  Administration provides personnel management, accounting, budget, basic payroll, purchasing, and general management of the department. Communications  Communications supports recreation opportunities on city open space lands through Mountain Rescue Service contract.  The division administers ambulance contracts covering private ambulance response in the city.  The division also operates the city share of the jointly operated city and county Office of Emergency Management. This office provides community education, planning and management for disasters and is the gateway for the city to access Federal funds for disaster relief. Emergency Services  Emergency Services provides response to emergencies as noted in the City Charter and Boulder Revised Code. Regular on-duty fire fighters provide response to non- emergency calls by helping the community with difficult situations. BES (Boulder Emergency Squad) is contracted to the city to provide services at major fires including refilling breathing air cylinders. Fire Safety Administration Fire Training Wildland Coordination Communications Emergency Services Specialized Teams Fire 164 Fire Safety  Fire Safety provides inspection and enforcement services to ensure existing buildings, new construction, and marijuana facilities meet fire and safety code requirements and provides fire cause and fire origin determination on all fires.  This division also provides fire prevention services through fire and safety education including flood and disaster preparedness of at risk groups in the community. The workgroup also offers evaluation and intervention for children ages 3 to 18 who have been involved in a fire setting incident. Fire Training  Fire Training provides regular and ongoing training for fire fighters to maintain and expand skills they need to handle the wide variety of demands from the community. The Training Division provides regular and ongoing emergency medical skills training for fire fighters. The Division also certifies the skill level of each fire fighter in a state program based on national standards. Specialized Teams  Dive Team. Regular on duty fire fighters cross train to provide swift and underwater search and recovery.  Hazardous Materials Team. Regular on duty fire fighters cross train to provide specialized response to contain and control haz mat releases. Wildland Coordination  Wildland Coordination provides initial fire attack for wildland fires occurring on city owned open space.  This division conducts forest thinning services and coordinates wild fire response with neighboring fire districts. Fire Table 6-23: Fire Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 8.50 8.50 8.50 Communication 1.00 1.00 1.00 Emergency Services 96.00 96.00 96.00 Fire Safety 5.50 5.50 5.50 Specialized Teams - - - Wild land Coordination 5.33 7.33 9.33 TOTAL STAFFING 116.33 118.33 120.33 STAFFING 165 Fire 2013 Accomplishments  Implemented Light Response Vehicle trial program to assess the value of using a smaller emergency response vehicle to medical emergencies  Began design and construction of Wildland Fire Station  Continue implementing Master Plan recommendations  Continued work on sustainability by implementing recycling and composting programs in all fire stations and recommending opportunities to reduce our carbon footprint  Completed transition to new Computer Aided Dispatch (CAD) system including mobile data in fire engines  Acquired new wildland fire engine. Key Initiatives for 2014  Continue evaluation of Light Response Vehicle program  Complete construction and begin to occupy Wildland Fire Station  Explore the use of alternative mobile technology for fire engines (tablets)  Participate in Transforming Boulder Business Initiative (TBBI). Table 6-24: Fire Significant Changes Between 2013 and 2014 Budget Table 6-23: Fire Summary Budget (Cont.) 2012 Actual 2013 Approved 2014 Approved Administration 1,354,191$ 1,427,031$ 1,623,875$ Communication 148,967 174,950 178,453 Emergency Services 13,595,605 13,347,132 13,889,092 Fire Safety 661,152 699,035 710,615 Specialized Teams 85,565 58,802 62,122 Wild land Coordination 735,569 923,514 1,100,489 TOTAL EXPENDITURE 16,581,051$ 16,630,464$ 17,564,646$ General 16,470,197$ 16,545,730$ 17,480,308$ Open Space and Mountain Parks 80,896 84,734 84,338 2011 Capital Improvement Program 29,957 - - TOTAL FUNDING 16,581,051$ 16,630,464$ 17,564,646$ EXPENDITURE FUND 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Convert Seasonal, Part-time Wildland Crew to Full- time - 3rd year of 3 year phase in $ 46,000 $ 158,620 $ 112,620 0.00 2.00 2.00 Wildland Fire Operations Specialists Equity Reclassifications 263,523 329,570 66,047 0.00 0.00 0.00 Wildland Fire / FTC / Light Response 2014 O&M gap - 208,829 208,829 0.00 0.00 0.00 Replacement NPE Gap - partial funding - 200,000 200,000 0.00 0.00 0.00 Self-Contained Breathing Apparatus - 74,699 74,699 0.00 0.00 0.00 Total Changes, Fire 662,195 $ 2.00 166 Table 6-25: Fire Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 6.00 929,422$ 6.00 1,008,588$ 6.00 1,022,326$ - 13,738$ Training 2.50 424,770 2.50 418,443 2.50 601,549 - 183,106 Subtotal 8.50 1,354,191$ 8.50 1,427,031$ 8.50 1,623,875$ - 196,844$ Communication - 6,125$ - 17,255$ - 14,153$ - (3,102)$ Office of Emergency Management 1.00 142,842 1.00 157,695 1.00 164,300 - 6,605 Subtotal 1.00 148,967$ 1.00 174,950$ 1.00 178,453$ - 3,503$ Emergency Services - 1,548,404$ - 1,528,721$ - 1,524,625$ - (4,096)$ 96.00 12,028,474 96.00 11,799,684 96.00 12,345,740 - 546,056 - 18,727 - 18,727 - 18,727 - - Subtotal 96.00 13,595,605$ 96.00 13,347,132$ 96.00 13,889,092$ - 541,960$ Fire Safety 4.50 571,100$ 4.50 608,983$ 4.50 603,269$ - (5,714)$ 1.00 90,052 1.00 90,052 1.00 107,346 - 17,294 Subtotal 5.50 661,152$ 5.50 699,035$ 5.50 710,615$ - 11,580$ Specialized Teams - 28,724$ - 31,253$ - 32,506$ - 1,253$ - 56,841 - 27,549 - 29,616 - 2,067 Subtotal - 85,565$ - 58,802$ - 62,122$ - 3,320$ Wild land Coordination 5.33 735,569$ 7.33 923,514$ 9.33 1,100,489$ 2.00 176,975$ Subtotal 5.33 735,569$ 7.33 923,514$ 9.33 1,100,489$ 2.00 176,975$ Total 116.33 16,581,051$ 118.33 16,630,464$ 120.33 17,564,646$ 2.00 934,182$ Personnel 13,505,835$ 14,047,442$ 14,498,096$ 450,654$ Operating 933,147 746,287 793,360 47,073 Interdepartmental Charges 1,851,839 1,836,735 2,273,190 436,455 Other Financing 290,229 - - - Total 16,581,051$ 16,630,464$ 17,564,646$ 934,182$ General 115.67 16,470,197$ 117.67 16,545,730$ 119.67 17,480,308$ 2.00 934,578$ Open Space and Mountain Parks 0.66 80,896 0.66 84,734 0.66 84,338 - (396) 2011 Capital Improvement Program - 29,957 - - - - - - Total 116.33 16,581,051$ 118.33 16,630,464$ 120.33 17,564,646$ 2.00 934,182$ Fire Response, Emergency Medical Response, Rescue, Service Calls, Boulder Emergency Squad Hazardous Materials: Hazardous Materials Release Response/Training SWAT Support (for Police Department) Inspections/Code Enforcement, Fire Investigation, Fire Code Permits Public Fire and Safety Education, Juvenile Fire Setter Intervention Dive: Water Search and Rescue/ Recovery/Training Wild Land Operations/Planning/ Mitigation/ Coordination STAFFING AND EXPENDITURE BY FUND STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget EXPENDITURE BY CATEGORY Contracts (Rocky Mountain Rescue Group, Ambulance) Departmental Vehicle/Equipment Maintenance and Replacement 167 City of Boulder Housing 2014 Annual Budget $5,274,480 The mission of the Housing Department is to preserve and provide safe, quality and affordable housing opportunities through regional collaborative community planning and funding of programs. Department Overview Housing  Housing implements the city’s housing policies through policy development, community funding and program operations. Homeownership Program  Serves the community by promoting and implementing affordable homeownership opportunities. Funding, Compliance & Asset Management  Invests city and federal resources with partner agencies to increase and preserve the community’s affordable housing stock and support the capital needs of non - profit service providers. Inclusionary Housing  Implements the city’s inclusionary housing ordinance and annexation policies for affordable housing community benefit. Housing Policy  Supports city council’s development of housing policies and develops program implementation plans in collaboration with Community Planning and Sustainability and community stakeholders. Housing Funding, Compliance and Asset Management Inclusionary Housing Housing Policy Homeownership Program 168 Housing 2013 Accomplishments  Initiated Comprehensive Housing Strategy with Community Planning and Sustainability and the City Manager Office  Completed an update to the Inclusionary Housing (IH) ordinance and implemented IH rental policies  Completed IH off-site agreements for two developments that will produce 130 affordable workforce rental units  Funded projects under construction, which include Depot Square (71 affordable workforce rental units), Highland (59 affordable senior units) and 1175 Lee Hill (31 Housing First units)  Invested $15M in Low Income Housing Tax Credit in Boulder projects  Added 200 permanently affordable units under covenant  Completed purchases of affordable homes  Awarded $8M to community projects. Key Initiatives for 2014  Complete a Comprehensive Housing Strategy  Develop funding priorities for $5M in annual grants  Implement the elements/recommendations from the Comprehensive Housing Strategy. Table 6-26: Housing Summary Budget 2012 Actual 2013 Approved 2014 Approved Housing 12.85 12.85 11.50 TOTAL STAFFING 12.85 12.85 11.50 Housing 6,394,094$ 5,287,935$ 5,142,125$ Cost Allocation 127,422 127,458 132,355 TOTAL EXPENDITURE 6,521,516$ 5,415,393$ 5,274,480$ General 132,156$ 173,283$ 158,243$ Affordable Housing 2,199,313 1,562,966 1,417,350 Community Housing Assistance Program 2,554,850 2,266,725 2,306,005 Community Development Block Grant 574,116 611,974 581,553 HOME Investment Partnership Grant 1,061,081 800,445 811,331 TOTAL FUNDING 6,521,516$ 5,415,393$ 5,274,480$ STAFFING EXPENDITURE FUND 169 Housing Table 6-27: Housing Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Department Reorganization $ - $ 31,500 $ 31,500 0.00 0.00 0.00 Department Reorganization $ - $ 38,500 $ 38,500 0.00 0.00 0.00 Total Changes, Housing 70,000 $ 0.00 AFFORDABLE HOUSING FUND COMMUNITY HOUSING ASSISTANCE PROGRAM FUND 170 Table 6-28: Housing Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Housing 2.37 242,843$ 2.37 274,760$ 2.33 339,731$ (0.04) 64,972$ Asset Management and Monitoring 2.18 207,979 2.18 199,506 1.16 111,730 (1.02) (87,775) Funding: Community Development 0.46 357,227 0.46 272,693 0.24 261,672 (0.22) (11,022) Funding: Housing 3.83 5,257,360 3.83 4,191,122 3.54 3,978,532 (0.29) (212,591) Homeownership Programs 4.01 328,686 4.01 349,854 4.23 450,460 0.22 100,606 Subtotal 12.85 6,394,094$ 12.85 5,287,935$ 11.50 5,142,125$ (1.35) (145,810)$ Cost Allocation and Transfers - 127,422$ - 127,458$ - 132,355$ - 4,897$ Subtotal - 127,422$ - 127,458$ - 132,355$ - 4,897$ Total 12.85 6,521,516$ 12.85 5,415,393$ 11.50 5,274,480$ (1.35) (140,913)$ Personnel 928,225$ 1,119,174$ 1,160,962$ 41,788$ Operating 5,442,181 4,143,718 3,954,533 (189,185) Interdepartmental Charges 23,689 25,043 26,630 1,587 Other Financing 127,422 127,458 132,355 4,897 Total 6,521,516$ 5,415,393$ 5,274,480$ (140,913)$ General 1.14 132,156$ 1.14 173,283$ 1.00 158,243$ (0.14) (15,040)$ Affordable Housing 4.03 2,199,313 4.38 1,562,966 3.95 1,417,350 (0.43) (145,617) 5.13 2,554,850 5.18 2,266,725 4.88 2,306,005 (0.30) 39,280 1.60 574,116 1.45 611,974 0.97 581,553 (0.48) (30,421) HOME Investment Partnership Grant 1 0.95 1,061,081 0.70 800,445 0.70 811,331 - 10,886 Total 2 12.85 6,521,516$ 12.85 5,415,393$ 11.50 5,274,480$ (1.35) (140,913)$ Notes: STAFFING AND EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY Community Housing Assistance Program Variance - 2013 Approved to 2014 Approved 2012 Actual 2014 Approved Budget 2013 Approved Budget Community Development Block Grant 2 The Department is undergoing reorganization in 2013, which has not been finalized as of the development of this document. The funding for 1.35 FTEs in 2014 has been converted to other personnel expenditures to assist the department with this effort. These FTEs may be reinstated in 2014. Affordable Housing Planning/Development Review/Project Management STAFFING AND EXPENDITURE BY FUND 1 The city entered into a county-wide HOME consortium in 2007; the HOME budget includes allocations that pass through the city directly to other communities within the consortium of approximately $530,000 in 2012, $375,850 in 2013, and $380,960 in 2014. Cost Allocation 171 City of Boulder Human Resources 2014 Annual Budget $2,203,873 The mission of the Human Resources Department is to provide strategic human resource solutions to support City of Boulder employees, goals and outcomes. We do this to help build a thriving and sustainable community. Department Overview Administration  Administration includes strategic direction of the department, as well as general administrative functions including customer service, budget, bill paying, communications, and the City’s Human Resources Information System. Employment  Employment includes analysis of hiring priorities based on the city’s business needs, assisting managers and applicants regarding the recruitment and selection process, and policy/procedure development, interpretation and compliance. Benefits and Payroll  Benefits includes the administration of the city’s benefits programs, including insurance (medical, dental, vision, life and disability), retirement, deferred compensation, paid time off, and leaves of absence. Payroll is responsible for paycheck processing, W-2s, vendor payments, and federal and state legal compliance regarding payroll, pension, and other tax reporting obligations. Employee Relations Administration Employment Organizational Development Benefits and Payroll Compensation Human Resources 172 Compensation  Compensation develops and administers the city’s compensation programs and policies, and conducts market and job studies to provide favorable salary relationships with labor markets while maintaining internal equity. Organizational Development  In partnership with the City Manager’s Office, Organizational Development assists in developing and implementing a framework to further support the organization’s success and efforts toward service excellence through strategies that enhance the organization’s culture, values, design, and effectiveness. This may include assisting with clarifying leadership roles, defining a shared vision and developing a strategic organizational focus, defining the organization’s values, planning organizational training and events, and partnering on a talent management program. Employee Relations  Employee Relations provides customer service including compliance, coaching, conflict resolution, training and investigations related to laws, policies, complaints, workplace behavior, and culture to ensure a safe, legal and productive workplace. The function ensures compliance with regulatory agencies and addresses/responds to formal employment-related issues from federal and state regulatory agencies. Employee relations also supports the performance management process. It also participates and provides support for collective bargaining unit negotiations, handles grievances, and advises supervisors and managers on contract interpretations and applications. Human Resources 173 Human Resources 2013 Accomplishments  Focused on revising the approach to customer service delivery and held five customer focus groups to obtain information to support this effort after an assessment of the Human Resources Department was completed in December 2012. Continuous improvement efforts are ongoing in this area including development of response standards and centralized phone and e-mail contact systems  Began an evaluation of the employment process to create efficiencies for the department and organization  Successfully completed performance norming for 467 Management/Non-Union employees. Conducted extensive training/coaching regarding changes to a 4-tier non -numeric rating system, how to deliver feedback to employees and the goal setting process  Transitioned Boulder Municipal Employees Association (BMEA) employees to a Common Review Date  Implemented a High Deductible Health Plan combined with a Health Savings Account  Updated the Family and Medical Leave policy to address changes in federal law  Developed a new employee orientation process for 200+ seasonal employees  Provided Supervisor Training for 20 participants including coursework on leadership development  Implemented discussion guides for each organizational value to enrich the conversation across the organization Table 6-29: Human Resources Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 2.55 3.46 3.46 Compensation 0.60 0.60 0.60 Employee Relations 1.95 1.85 2.45 Organizational Development 0.67 0.84 2.24 Employment 3.16 2.39 3.39 Benefits and Payroll 6.45 6.49 6.49 TOTAL STAFFING 15.38 15.63 18.63 Administration 388,021$ 424,674$ 449,833$ Compensation 37,550 90,454 91,888 Employee Relations 369,162 244,597 311,708 Organizational Development 59,418 168,267 394,499 Employment 212,079 244,326 350,144 Benefits and Payroll 547,535 561,799 605,801 TOTAL EXPENDITURE 1,613,765$ 1,734,117$ 2,203,873$ General 1,613,765$ 1,734,117$ 2,203,873$ TOTAL FUNDING 1,613,765$ 1,734,117$ 2,203,873$ STAFFING EXPENDITURE FUND 174 Human Resources Table 6-30: Human Resources Significant Changes Between 2013 and 2014 Budget  Contributed to the contract negotiation process with the International Association of Firefighters (IAFF). Key Initiatives for 2014  Coordinate employment process for Human Resources Director and develop transition plan  Continue process improvements as part of Transforming Boulder Business Initiative (TBBI) project for the Human Resources and Payroll System  Continue focus on customer service initiatives including readily accessible information and process consistency  Continue enhancements to the performance management system including tools to support BMEA implementation, a supervisory goal and norming processes for Manage- ment/Non Union and BMEA employees  Continue analysis and implementation of provisions to be compliant with Health Care Reform  Consider issuing a proposal to change city’s Health Care Plan Provider  Consider research and analysis of short term disability plan in combination with poten- tial changes to leave policies  Explore revisions to New Employee Orientation to embrace new employees, provide an overview of key policies and the organization’s vision and values, as well as encourage networking among new employees  Create an employee training and development strategy that supports a culture of ser- vice excellence, including leadership development, increased supervisory skill and ac- countability, and addresses business needs across the organization  Create training initiatives related to the organization’s values  Support two negotiation processes  Continue focus on efforts to reduce employee relations issues.  Revise or develop policies to comply with changes in federal or state laws 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Consulting $ - $ 30,000 $ 30,000 0.00 0.00 0.00 Non-personnel Expenses - 22,000 22,000 0.00 0.00 0.00 Organizational Development - citywide events - 10,000 10,000 0.00 0.00 0.00 Organizational Development Staff - 174,637 174,637 0.00 2.00 2.00 Total Changes, Human Resources 236,637 $ 2.00 175 Table 6-31: Human Resources Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 2.55 388,021$ 2.20 311,923$ 2.20 333,838$ - 21,915$ - - 1.26 112,751 1.26 115,995 3,244 Subtotal 2.55 388,021$ 3.46 424,674$ 3.46 449,833$ - 25,159$ Compensation 0.60 37,550$ 0.60 90,454$ 0.60 91,888$ - 1,434$ Subtotal 0.60 37,550$ 0.60 90,454$ 0.60 91,888$ - 1,434$ Employee Relations 1.30 246,161$ 1.25 165,856$ 2.10 265,101$ 0.85 99,245$ Labor Relations 0.65 123,001 0.60 78,741 0.35 46,607 (0.25) (32,134) Subtotal 1.95 369,162$ 1.85 244,597$ 2.45 311,708$ 0.60 67,111$ Performance Management 0.33 29,709$ 0.48 68,691$ 0.88 98,087$ 0.40 29,396$ Succession Planning 0.06 5,348 0.06 7,215 0.26 26,258 0.20 19,043 Training 0.28 24,361 0.30 92,361 1.10 270,154 0.80 177,793 Subtotal 0.67 59,418$ 0.84 168,267$ 2.24 394,499$ 1.40 226,232$ Employment Diversity 0.22 14,846$ 0.20 21,908$ 0.20 24,212$ - 2,304$ Policies 0.60 40,295 0.50 62,122 0.50 66,528 - 4,406 Staffing 2.34 156,938 1.69 160,296 2.69 259,404 1.00 99,108 Subtotal 3.16 212,079$ 2.39 244,326$ 3.39 350,144$ 1.00 105,818$ Benefits and Payroll Payroll 2.95 232,190$ 3.20 271,045$ 3.20 285,244$ - 14,199$ Benefits: Employee Leaves 1.32 116,678 1.18 77,846 1.18 76,956 - (890) Benefits: Employee Welfare 1.67 151,366 1.56 161,832 1.56 192,351 - 30,519 0.51 47,301 0.55 51,076 0.55 51,250 - 174 Subtotal 6.45 547,535$ 6.49 561,799$ 6.49 605,801$ - 44,002$ Total 15.38 1,613,765$ 15.63 1,734,117$ 18.63 2,203,873$ 3.00 469,756$ Personnel 1,420,925$ 1,490,352$ 1,781,858$ 291,506$ Operating 154,969 205,793 382,143 176,350 Interdepartmental Charges 37,871 37,972 39,872 1,900 Total 1,613,765$ 1,734,117$ 2,203,873$ 469,756$ General 15.38 1,613,765$ 15.63 1,734,117$ 18.63 2,203,873$ 3.00 469,756$ Total 15.38 1,613,765$ 15.63 1,734,117$ 18.63 2,203,873$ 3.00 469,756$ Compensation - Delivery Systems, Classification, Market Analysis and Structure Organizational Development Benefits: Retirements and Terminations STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget STAFFING AND EXPENDITURE BY FUND EXPENDITURE BY CATEGORY Employee Relations Human Resources Information System (HRIS) 176 [This page is intentionally blank.] 177 City of Boulder Human Services 2014 Annual Budget $6,763,686 The mission of the Human Services Department is to create a healthy, socially thriving and inclusive community by providing and supporting human services to Boulder residents in need. Department Overview Department Administration  Administration is responsible for achieving city and department goals and objectives, long range and strategic planning, finance and budget development and administration, internal services, public communications, oversight of policy implementation, and overall management of the department. Children, Youth and Families  Children, Youth and Families manages direct services for children, youth, and family programs; regional coordination of services; development and implementation of directed programs including: child care subsidies to low income and working families and child care provider professional development (Early Childhood Services), school based services in elementary and high schools (Family Resource Schools, Family Resource Center and Prevention and Intervention Program), Youth Opportunities Program, and Community Mediation Services. Human Services Administration Human Services Planning Senior Services Children, Youth, and Families Community Relations and Human Rights 178 Community Relations and Office of Human Rights  Community Relations and Office of Human Rights oversees and enforces the city’s Human Rights and Failure to Pay Wages Ordinances, staffs the Human Relations Commission and Immigrant Advisory Committee, serves as liaison for resolution of community issues related to human relations and human rights, and administers the HRC Community Impact and Community Events Funding. Human Services Planning  Human Services Planning includes administration of the Human Services Fund; human services planning and policy development; Human Services Master Plan coordination; regional coordination of human services with other jurisdictions and community organizations, including the Boulder County Human Services Strategic Plan, Boulder County Ten Year Plan to Address Homelessness; and social policy development addressing social and human services issues in the community. Senior Services  Senior Services includes operation and management of two senior centers; resource and referral for community services and social, health, and well-being programs; regional coordination of county-wide senior strategic plan; and administration of the Food Tax Rebate Program for low-income families, seniors and persons with disabilities. Table 6-32: Human Services Summary Budget Human Services 2012 Actual 2013 Approved 2014 Approved Administration 2.65 2.65 4.00 Children, Youth and Families 17.54 17.54 18.11 Community Relations and Human Rights 2.25 2.25 2.25 Human Services Planning 2.75 2.75 2.75 Senior Services 10.32 10.30 10.30 TOTAL STAFFING 35.51 35.49 37.41 Administration 416,511$ 433,960$ 533,291$ Children, Youth and Families 2,616,247 2,546,395 2,457,145 Community Relations and Human Rights 297,517 292,883 289,758 Human Services Planning 2,374,340 2,422,752 2,428,768 Senior Services 1,132,054 1,125,905 1,054,724 TOTAL EXPENDITURE 6,836,669$ 6,821,895$ 6,763,686$ General Fund 5,871,217$ 5,957,918$ 5,862,785$ Grants 904,583 755,982 798,274 Community Development Block Grant 60,869 107,995 102,627 TOTAL FUNDING 6,836,669$ 6,821,895$ 6,763,686$ STAFFING EXPENDITURE FUND 179 2013 Accomplishments  Began updating the Human Services Strategy (Master Plan)  Provided recommendations to council regarding how to address issues related to behaviors on the municipal campus and downtown area  Launched the Bridge House day Resource Center for homeless people  City Council approved allocations of Education Excise Tax funding to the community  Allocated $2M for operating support to community non-profits  Updated the Human Rights Ordinance to remove the age limit related to discrimination in employment  Issued 873 food tax rebates totaling $88,795 to low-income families, seniors, and persons with disabilities  Recommend changes to city’s panhandling ordinance  Implemented regional Grant Management System for funding to the community in partnership with the City of Longmont and Boulder County  Along with the Parks and Recreation Department and the Library Department, began an assessment of services to low income residents and seniors. Key Initiatives for 2014  Complete an update to the Human Services Strategy  Implement program and funding changes related to the Human Services Strategy  Complete assessment of services to low income residents and seniors with the Parks and Recreation Department and the Library Department  Complete fee assessment for all direct service programs  Continue regional partnerships and implementation of the Ten Year Plan to Address Homelessness and county-wide Human Services Strategic Plan. Human Services Table 6-33: Human Services Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change GENERAL FUND Human Services Operating Support Staffing -gap funding pending community service departments assessment $ - $ 97,388 $ 97,388 0.00 1.35 1.35 Total Changes, Human Services 97,388 $ 1.35 180 Table 6-34: Human Services Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 2.65 416,511$ 2.65 433,960$ 4.00 533,291$ 1.35 99,331$ Subtotal 2.65 416,511$ 2.65 433,960$ 4.00 533,291$ 1.35 99,331$ Children, Youth and Families 4.32 740,465$ 4.32 659,836$ 4.32 626,507$ - (33,329)$ Community Mediation 2.46 188,306 2.46 213,574 2.46 194,405 - (19,169) Family Resource Schools 8.24 990,688 8.24 778,747 8.81 909,054 0.57 130,307 Prevention and Intervention 0.37 338,550 0.37 507,371 0.37 394,713 - (112,658) Youth Opportunities Program 2.15 358,238 2.15 386,867 2.15 332,467 - (54,400) Subtotal 17.54 2,616,247$ 17.54 2,546,395$ 18.11 2,457,145$ 0.57 (89,250)$ Community Relations 1.25 183,487$ 1.25 171,801$ 1.25 169,591$ - (2,210)$ Office of Human Rights 1.00 114,030 1.00 121,082 1.00 120,167 - (915) Subtotal 2.25 297,517$ 2.25 292,883$ 2.25 289,758$ - (3,125)$ Human Services Planning 1.05 2,133,830$ 1.05 2,212,260$ 1.05 2,210,246$ - (2,014)$ 1.70 240,510 1.70 210,492 1.70 218,522 - 8,030 Subtotal 2.75 2,374,340$ 2.75 2,422,752$ 2.75 2,428,768$ - 6,016$ Senior Services Food Tax Rebate Program 0.37 21,008$ 0.27 25,064$ 0.27 25,872$ - 808$ Senior Centers 4.39 450,342 4.19 453,273 4.19 363,114 - (90,159) Senior Resources 3.28 378,048 3.59 385,441 3.59 403,408 - 17,967 Seniors Health & Wellness 0.93 127,059 0.90 102,628 0.90 107,350 - 4,722 Seniors Social Programs 1.35 155,598 1.35 159,499 1.35 154,980 - (4,519) Subtotal 10.32 1,132,054$ 10.30 1,125,905$ 10.30 1,054,724$ - (71,181)$ Total 35.51 6,836,669$ 35.49 6,821,895$ 37.41 6,763,686$ 1.92 (58,209)$ Personnel 2,793,585$ 2,949,886$ 3,027,761$ 77,875$ Operating 3,863,241 3,736,015 3,603,619 (132,396) Interdepartmental Charges 153,943 135,994 132,307 (3,687) Capital 25,900 - - - Total 6,836,669$ 6,821,895$ 6,763,686$ (58,209)$ General Fund 28.35 5,871,217$ 28.53 5,957,918$ 29.86 5,862,785$ 1.33 (95,133)$ Grants 5.30 904,583 5.30 755,982 6.62 798,274 1.32 42,292 1.86 60,869 1.66 107,995 0.93 102,627 (0.73) (5,368) Total 35.51 6,836,669$ 35.49 6,821,895$ 37.41 6,763,686$ 1.92 (58,209)$ Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Community Development Block Grant Community Relations and Human Rights STAFFING AND EXPENDITURE BY FUND STAFFING AND EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY Human Services Fund Human Services Planning and Project Management Early Childhood Programs 181 City of Boulder Information Technology 2014 Annual Budget $7,723,651 The mission of the Information Technology (IT) Department is to create an environment of seamless integration between people and technology. Our services include long-range technology planning; citywide hardware/software procurement; support for over 1,375 employees and PCs, 155 servers, and 60 databases; disaster recovery and business continuity; systems security; 100 miles of fiber optic network infrastructure; business analysis; custom application development; and support for numerous mission critical applications such as payroll, web technologies, and public safety. Department Overview Administration  The IT Administration Division provides general administrative support to the other divisions of IT and manages the citywide Help Desk function. Staff also provides financial management, customer service advocacy, and administration of the Telecommunications Fund, IT Operating account and citywide Computer Replacement Fund which includes centralized purchasing of all computer related equipment and software. Capital, Non-IT and Citywide Items  The Capital, Non-IT and Citywide Items group includes funding for major citywide technology initiatives. The most notable item in this category is the funding for the IT Capital Improvement Plan (CIP). Information Technology Administration Capital, Non-IT and Citywide Infrastructure Services Application Services 182 Information Technology Infrastructure Services  The IT Infrastructure Services Division provides a reliable and robust data and voice communications infrastructure supporting over 1,463 city employees, telephones and workstations, and over 250 servers providing voice, e-mail, web, GIS, database, and office productivity services.  nfrastructure Services also takes a leadership role in the research, selection, and implementation of new technologies to help improve city services. Application Services  The IT Application Services Division provides software support, application development, project management, business analysis, software implementation, and reporting support to both the city’s traditional, customer-facing municipal services (e.g. police, fire, land use, public works utilities, maintenance, etc), its enhanced services (e.g. human services, open space, parks and recreation), and internal business operations (e.g. human resources, finance, payroll, sales tax, asset management, etc). The team currently supports 186 applications, components and interfaces. Table 6-35: Information Technology Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 4.00 4.00 3.50 Application Services 14.78 15.75 17.29 Infrastructure Services 13.22 13.25 14.56 TOTAL STAFFING 34.50 34.00 36.85 Administration 506,455$ 802,473$ 755,012$ Application Services 1,442,945 1,989,220 2,125,983 Infrastructure Services 1,839,050 1,757,879 1,768,938 City-Wide IT (non-departmental)2,016,608 3,120,427 2,030,932 Capital Improvement Program 305,888 404,036 1,042,786 TOTAL EXPENDITURE 6,110,945$ 8,074,035$ 7,723,651$ General 4,260,761$ 5,001,872$ 5,102,233$ 2011 Capital Improvement Bond 308,388 - - Telecommunications 557,025 767,374 730,326 Computer Replacement 984,772 2,304,789 1,891,092 TOTAL FUNDING 6,110,945$ 8,074,035$ 7,723,651$ STAFFING EXPENDITURE FUND 183 Information Technology 2013 Accomplishments  Assisted the Energy Future workgroup in documenting business processes and finding/ testing automated tools to assist with quality assurance on the complicated analytic models  Assisted LEAD with the implementation of a custom software solution that will track and report on GHG emissions both by the City operations and by the Boulder Community based on international standards developed by the Local Governments for Sustainability (ICLEI)  Along with Finance and Human Resources, played a critical leadership role in the procurement, contract negotiations and initial implementation activities related to the new Tyler “Munis” finance, payroll and human resources system (also known as TBBI – Transform Boulder Business Initiative  Played a key role in the initial stages of the Landlink system replacement project, including project manager selection, procurement processes and initial implementation activities  Played a key leadership role in the redesign of the City’s public-facing website, while implementing a new content management system (CMS) developed by the City of Arvada and to be co-enhanced by our two agencies in the future. The new design includes aesthetic and organizational improvements and will utilize a technique called “responsive design” to automatically adapt and conform to a users screen size  Concurrent with the launch of the new city website, customers can now access digital downloads of select city datasets in multiple file formats – known as the “Open Data Initiative”. This data is aimed at increasing transparency, information access, timeliness, reduction of staff time to manage routine open records requests, and catalyze public technology application development  Led the selection and implementation of the “Inquire Boulder” Constituent Relationship Management (CRM) system. The system provided self-help and issue reporting/tracking capabilities for customers, along with a mobile application for reporting concerns in the field. The system is expected to enhance customer service and provide valuable citywide service and performance metrics  Consistent with the associated 2011 bond request, IT and Central Records are leading the citywide effort to expand electronic document services to the organization and our customers. A new archival records public portal has been implemented allowing the public to search for select public documents via the newly redesigned website  Working with OSMP and Finance, we are engaged in system design and scoping discussions to create an interim application to integrate these two systems in January 2013. We have included specifications in the procurement of the new LandLink permits and licensing system to procure a permanent, off -the-shelf solution to fulfill both needs  Successfully completed the redesign, testing and implementation of the employee performance review system, which is used by an increasing number of supervisors and staff as a key element of the citywide performance management system  Completed the upgrade of the CLASS system, a tool which permits citizens to register for classes offered by the Parks and Recreation and Human Services (Seniors) Departments 184  Worked with business users and IT staff to improve the help desk processes, reports, and usability to improve customer service delivery for those who need help desk assistance  Completed the redesign of the backup and disaster recovery architecture for city information systems to improve the overall performance of the backup process and significantly reducing the impact on end-user performance  Migrated bank file transfers to a new open source integration program (ETL Talend).The goals of this project have been to meet the new security standards, to standardize our internal processes among various workgroups and technologies and to continue to gain expertise using this integration tool  The IT Infrastructure Services Team completed the redesign and upgrade of the underlying network architecture which will completely replace core Data Center network equipment with newer, faster and more reliable network switches and routers  Developed a pilot GIS application to assist in analyzing sales tax data and trends using maps and GIS data. We are currently working with Finance to fine-tune the system, which may prove a benefit as a Council and public reference system  Began implementation of business process changes and new software tools to enhance the usefulness, responsiveness and accuracy of the IT Help Desk function. Concurrently launched a new employee outreach effort aimed at improving a new employee’s experience and knowledge of the IT Department  Focused We will focus on the design and implementation of a series of versatile and sustainable education programs to better leverage the productive and creative potential of City staff in using new systems  The 2013 annual IT department Customer Satisfaction Survey results showed a more than 10% increase in the five qualitative areas measured: responsiveness, communication, technical expertise/knowledge, cooperation, and overall quality / satisfaction. In all categories, the aggregate results were in the range of “Very Good” to “Excellent”  Negotiated a 20-year lease agreement with The Zayo Group that will bring the city 72- strands of fiber optic cable within the city limits, additional fiber to nearby communities to enhance joint public safety operations, and a nearly $750k cash payment. Information Technology Key Initiatives for 2014  Continue implementation of the Transform Boulder Business Initiative (TBBI) project and the Tyler Technologies “Munis” system, a major, multi-year project to replace the City’s financial, human resources, and payroll systems  Continue implementation of the LandLink+ project, a major, multi-year project to replace the city’s permit and licensing applications  Continue expansion of new e-services being provided via the City’s redesigned website, particularly expansion of the content available on our new Open Data website and ex- panded access to archival, digitized records 185 Table 6-36: Information Technology Significant Changes Between 2013 and 2014 Budget Information Technology  Continue the expansion of the LaserFiche records and document management system to serve additional departments in their recordkeeping through improved information access and reduced paper retention  Lead an effort to evaluate the replacement of the city’s office productivity suite and email system by migrating to a cloud hosted solution offered by major software vendors  Continue upgrades and expanded use of new network, server, telephone, disaster recovery and application virtualization infrastructure  Continue the use of mobile devices (iPads and SmartPhones) through implementation of the Mobile Device strategy approved in 2013. This initiative is designed to improve staff productivity, access to critical City information in the field, and potential reduction in the use of conventional desktop and laptop computers through consolidated mobile technolo- gies  Update the IT Strategic Plan to incorporate the tenets of the sustainability framework and will expand to include strategic technology initiatives that not only impact multiple city de- partments, but will also illuminate individual departmental automation. opportunities and needs. Will also focus heavily on expansion of customer-facing technologies and opportu- nities for inter-agency collaboration  Begin to study the feasibility of new, city-fostered broadband services by utilizing existing and possible future city telecommunications infrastructure. If deemed feasible, this could come in the form of a new broadband utility or the formation of public-private partner- ships. Will require state legislative changes and/or a public vote to make this feasible  Implement the initial recommendations of the new IT Training Coordinator’s training pro- gram assessment in coordination with other City organizational development staff and programs. Special focus will be placed on training needs associated with TBBI and the LandLink implementation. 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Transfer of IT Technical Manager from Parks and Recreation to IT $ - $ 94,718 $ 94,718 0.00 1.00 1.00 Design and Sustainability of IT Internal Service Funds $ - $ 17,221 $ 17,221 0.00 0.25 0.25 Design and Sustainability of IT Internal Service Funds $ - $ 17,221 $ 17,221 0.00 0.25 0.25 Total Changes, Information Technology 129,160 $ 1.50 GENERAL FUND COMPUTER REPLACEMENT FUND TELECOMMUNICATION FUND 186 Table 6-37: Information Technology Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 4.00 506,455$ 4.00 802,473$ 3.50 755,012$ (0.50) (47,461)$ Subtotal 4.00 506,455$ 4.00 802,473$ 3.50 755,012$ (0.50) (47,461)$ Application Services 4.45 434,445$ 4.25 591,441$ 4.37 619,321$ 0.12 27,880$ eGovernment (Internet/Intranet)1.00 97,628 1.50 162,212 1.50 156,952 - (5,260) Geographic Information Systems 1.14 111,296 1.00 182,631 1.14 195,676 0.14 13,045 8.19 799,575 9.00 1,052,936 9.23 1,055,288 0.23 2,352 Technology Training - - - - 1.05 98,746 1.05 98,746 Subtotal 14.78 1,442,945$ 15.75 1,989,220$ 17.29 2,125,983$ 1.54 136,763$ Infrastructure Services Database Administration 1.19 165,542$ 1.17 178,260$ 1.20 175,304$ 0.03 (2,956)$ Disaster Recovery/Planning 0.12 16,693 0.06 7,620 0.06 7,612 - (8) Emerging Technology Support - - - - 0.99 86,324 0.99 86,324 0.99 137,720 1.01 155,404 1.00 150,498 (0.01) (4,906) Security Administration 0.74 102,942 0.76 139,409 0.70 128,091 (0.06) (11,318) Server Administration 4.36 676,525 3.28 464,219 3.39 464,219 0.11 - 1.49 72,276 1.04 104,699 0.56 53,961 (0.48) (50,738) 3.46 546,325 4.98 620,990 5.39 588,254 0.41 (32,736) 0.87 121,027 0.95 87,278 1.27 114,675 0.32 27,397 Subtotal 13.22 1,839,050$ 13.25 1,757,879$ 14.56 1,768,938$ 1.31 11,059$ City-Wide IT (non-departmental) - 48,264$ - 48,264$ - 48,264$ - -$ - 217,024 - - - - - - - 209,524 - - - - - - 2.50 1,541,796 1.00 3,072,163 1.50 1,982,668 0.50 (1,089,495) Subtotal 2.50 2,016,608$ 1.00 3,120,427$ 1.50 2,030,932$ 0.50 (1,089,495)$ Capital Improvement Program - -$ - -$ - 638,750$ - 638,750$ Capital Bond Fund - 305,888 - - - - - - IT Technology Funds - - - 404,036 - 404,036 - - Subtotal - 305,888$ - 404,036$ - 1,042,786$ - 638,750$ Total 34.50 6,110,945$ 34.00 8,074,035$ 36.85 7,723,651$ 2.85 (350,384)$ Personnel 3,482,199$ 3,995,904$ 4,117,740$ 121,836$ Operating 2,395,978 2,407,745 2,592,346 184,601 Interdepartmental Charges 106,753 306,561 312,050 5,489 Capital 95,569 1,335,834 672,436 (663,398) Other Financing Uses 30,446 27,991 29,079 1,088 Total 6,110,945$ 8,074,035$ 7,723,651$ (350,384)$ General 32.00 4,260,761$ 33.00 5,001,872$ 35.35 5,102,233$ 2.35 100,361$ 2011 Capital Improvement Bond 2.50 308,388 - - - - - - Telecommunications - 557,025 1.00 767,374 1.25 730,326 0.25 (37,048) Computer Replacement - 984,772 - 2,304,789 0.25 1,891,092 0.25 (413,697) Total 34.50 6,110,945$ 34.00 8,074,035$ 36.85 7,723,651$ 2.85 (350,384)$ STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Network Administration (WAN/LAN/Wireless) Capital Improvement Program Telephone Systems Administration and Device Support Custom Application Provision and Related Support Packaged Application Support End-User Device and Office Automation Administration and Tier 2 Support Help Desk (Tier 1) Support STAFFING AND EXPENDITURE BY FUND Telecom Connectivity EXPENDITURE BY CATEGORY Citywide Telecommunications and Computer Replacement Programs IT Strategic Projects IT Infrastructure Services Projects 187 City of Boulder Library and Arts 2014 Annual Budget $8,207,207 The mission of the Boulder Public Library is to enhance the personal and professional growth of Boulder residents and contribute to the development and sustainability of an engaged community through free access to ideas, information, cultural experiences and educational opportunities. The mission of the Boulder Arts Commission is to:  Further the development of a dynamic arts community through encouraging artistic innovation, collaboration, public art and organizational stability  Increase awareness of, participation in, and access to the arts as a community-wide resource  Promote multicultural expression and participation in the arts through support of diverse ethnic cultures and artistic aesthetic  Create opportunities for Boulder artists and arts organizations to participate successfully in their communities; to act as an advocate on behalf of the arts in the public and private sectors, and  Foster a creative cultural climate in the community. Department Overview Administration  Administration is comprised of the office of the director, general administrative functions such as project/contract management and long-range planning, budget and accounts payable, public information, volunteer services, facilities maintenance, and administrative support for the Library Commission. Library and Arts Administration eServices Public Services Access Services Arts and Culture 188 Library and Arts Access Services  The Access Services division has oversight of services, programs, and facilities at the Meadows and Reynolds branch libraries. This division also includes materials circulation services, maintenance of patron accounts, administration of the courier, holds and Prospector system, shelving, and maintenance of the automated materials handling system. In addition, Access Services includes the operation of Special Services and the homebound delivery program. Arts and Culture  The Arts & Culture Division includes administration and oversight of the Film Program, Concert Series, lectures, Canyon Gallery exhibits, Dance Bridge and Arts Resource, community arts grants, an emerging public art program, support for the Dairy Center for the Arts and The Boulder Museum of Contemporary Art, and administrative support for the Arts Commission. eServices  The eServices group is responsible for managing the library’s website and digital branch, maintaining the catalog, circulation and acquisition software also known as the Integrated Library System, providing information technology support to library staff, as well as all of the ordering and cataloging of the physical materials that are circulated to library patrons. Public Services  Public Services includes core library services such as reference, reader’s advisory, youth services, and selection of library materials, including electronic resources such as e-books or informational databases.  In addition, Public Services includes access to the Carnegie Library for Local History collection, programming and events for the library system, adult and family literacy services, multi-cultural outreach, focused programming and outreach for youth and the homebound delivery program. 189 Library and Arts 2013 Accomplishments  Completed design and construction bid process for the 2011 Capital Improvement Bond-funded renovation project at the Main Library  Implemented new design of the library website in conjunction with the citywide website project for enhanced patron usability  Participated in a digital preservation readiness assessment funded by the Institute of Museum and Library Services Connecting to Collections grant of the Carnegie Branch Library resources  Completed a selection process of a content management system to improve online access of local history resources  Added computers to the teen space at the Meadows and Reynolds branch libraries and introduced new early literacy computers at the Main Library and the Meadows and Reynolds branches’ children’s areas  Reorganized the DVD collection by category (comedy, action, etc.) to improve patron browsing  Coordinated with Boulder Valley School District to assess and align children’s library resources with the Common Core curriculum requirements, enabling the library to provide greater support to Boulder students Table 6-38: Library and Arts Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 8.75 9.00 9.00 Arts and Culture 3.25 3.25 3.25 Public Services 25.50 24.00 23.75 Access Services 30.13 31.54 33.91 eService 10.00 9.60 9.60 TOTAL STAFFING 77.63 77.39 79.51 Administration 1,460,639$ 1,348,109$ 1,427,242$ Arts and Culture 555,342 578,478 537,382 Public Services 1,795,100 1,893,944 1,793,328 Access Services 2,993,608 3,228,253 3,101,597 eServices 917,676 1,084,275 1,347,658 Capital Improvement Bond 20,481 - - TOTAL EXPENDITURE 7,742,846$ 8,133,059$ 8,207,207$ General 528,059$ 558,882$ 578,205$ Library 7,194,307 7,574,177 7,629,002 Capital Improvement Bond 20,481 - - TOTAL FUNDING 7,742,846$ 8,133,059$ 8,207,207$ STAFFING EXPENDITURE FUND 190 Library and Arts  Partnered with Boulder Valley School District to evaluate the effectiveness of the library’s summer reading program in maintaining/improving students’ reading levels over summer 2013  Implemented online arts grant application and award program and hired new arts and cultural services manager. Key Initiatives for 2014  Implement RFID technology at all library facilities to enhance material security and reduce re-shelving time  Replace automated materials handling machine at the Main Library to increase speed, accuracy, and efficiency of the material check-in process  Complete construction of the 2011 Capital Improvement Bond-funded renovation project at the Main Library  Implement eCommerce service allowing patrons to pay fines online and at the self checkout stations  Implement nationally-acclaimed Family Place Library program in the Main Library children’s area  Introduce North Boulder library station, a service model that meets identified, immediate, and targeted community library needs. Table 6-39: Library and Arts Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change North Boulder Library Station $ - $ 60,000 $ 60,000 0.00 1.00 1.00 North Boulder Library Station - increase General Fund transfer to Library Fund $ - $ 205,000 $ 205,000 0.00 1.00 1.00 Total Changes, Library and Arts 265,000 $ 2.00 GENERAL FUND LIBRARY FUND 191 Table 6-40: Library and Arts Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 5.25 856,900$ 5.50 707,981$ 5.50 688,084$ - (19,897)$ 3.00 565,149 3.00 597,987 3.00 701,951 - 103,964 Volunteer Services 0.50 38,589 0.50 42,141 0.50 37,207 - (4,934) Subtotal 8.75 1,460,639$ 9.00 1,348,109$ 9.00 1,427,242$ - 79,133$ Arts and Culture Art Resource 0.50 31,204$ 0.50 31,823$ 0.50 33,197$ - 1,374$ Dance Bridge 0.50 27,420 0.50 28,986 0.50 28,151 - (835) Arts Grant Programs - 220,569 - 227,234 - 232,234 - 5,000 2.05 154,889 2.05 168,149 2.05 159,760 - (8,389) 0.20 15,319 0.20 16,346 0.20 15,800 - (546) - 46,392 - 46,392 - 46,392 - - - 59,548 - 59,548 - 21,848 - (37,700) Subtotal 3.25 555,342$ 3.25 578,478$ 3.25 537,382$ - (41,096)$ Public Services 2.50 212,306$ 2.50 233,635$ 2.25 165,285$ (0.25) (68,350)$ 2.50 207,198 2.50 209,167 2.50 200,709 - (8,458) 12.50 834,973 11.50 868,871 11.50 837,723 - (31,148) 1.00 88,913 1.00 92,478 1.00 89,427 - (3,051) 0.75 59,805 0.75 62,554 0.75 63,332 - 778 6.25 391,906 5.75 427,239 5.75 436,852 - 9,613 Subtotal 25.50 1,795,100$ 24.00 1,893,944$ 23.75 1,793,328$ (0.25) (100,616)$ Access Services 18.95 2,037,123$ 20.39 2,265,526$ 20.76 1,921,042$ 0.37 (344,484)$ 9.43 877,134 9.75 825,348 11.75 1,042,736 2.00 217,388 Prospector 1.75 79,350 1.40 137,379 1.40 137,819 - 440 Subtotal 30.13 2,993,608$ 31.54 3,228,253$ 33.91 3,101,597$ 2.37 (126,656)$ eServices 10.00 917,676$ 9.60 1,084,275$ 9.60 1,347,658$ - 263,383$ Subtotal 10.00 917,676$ 9.60 1,084,275$ 9.60 1,347,658$ - 263,383$ Capital Improvement Program - 20,481$ - -$ - -$ - -$ - 20,481$ - -$ - -$ - -$ Total 77.63 7,742,846$ 77.39 8,133,059$ 79.51 8,207,207$ 2.12 74,148$ Capital Improvement Program BoulderReads! Adult and Family Literacy Services Library Facility and Asset Maintenance STAFFING AND EXPENDITURE BY PROGRAM Main Library: Programming and Events Library Branch Programming: Meadows, George Reynolds, North Boulder Station Main Library: Special Services & Homebound Delivery Support: Boulder Museum of Contemporary Art (BMoCA) Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Main Library: Access Services and Facility Main Library: Multi-Cultural Outreach Support: Dairy Center for the Arts Main Library: Adult Services Main Library: Youth Services Carnegie Library: Facility and Programming Digital Services Library Branch Services: Meadows, George Reynolds, North Boulder Station 192 Table 6-40: Library and Arts Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Personnel 4,728,924$ 5,494,063$ 5,394,086$ (99,977)$ Operating 2,385,744 2,181,612 2,301,747 120,135 Interdepartmental Charges 581,038 457,384 511,374 53,990 Other Financing 47,140 - - - Total 7,742,846$ 8,133,059$ 8,207,207$ 74,148$ General 2.00 528,059$ 2.00 558,882$ 3.00 578,205$ 1.00 19,323$ Library 75.63 7,194,307 75.39 7,574,177 76.51 7,629,002 1.12 54,825 Capital Improvement Bond - 20,481 - - - - - - Total 77.63 7,742,846$ 77.39 8,133,059$ 79.51 8,207,207$ 2.12 74,148$ EXPENDITURE BY CATEGORY STAFFING AND EXPENDITURE BY FUND 193 City of Boulder Municipal Court 2014 Annual Budget $2,047,118 The mission of the Boulder Municipal Court is to:  Provide an accessible, efficient, and impartial forum for all participants in cases involving municipal ordinance violations  Adjudicate cases consistent with the law, the needs of the individual, and the community’s values, and  Promote public trust in both the justice system and local government. Department Overview Administration  Court Administration is responsible for achieving department goals and objectives; managing budgetary and financial information; assuring adherence to policies and regulations; program development; and leading, developing and supervising court staff. Staffing includes the court administrator, a deputy court administrator, and administrative support for budget preparation, financial transaction processing, accounting/statistical analyses, jury commissioner functions, and various clerical responsibilities. Adjudication  Adjudication consists of all court functions that occur in the courtroom, in addition to support for case processing. Judges preside over court sessions with animal, general, parking, photo radar, photo red light, and traffic violations. Staff manages case flow in and out of the courtroom and sets court dates. Adjudication also includes the Presiding Judge and Community Coordinator’s involvement with various external collaborators, including the campus-community alcohol coalition, Acting on Alcohol Concerns Together (AACT), and Boulder County Public Health’s Substance Abuse Implementation Team. Municipal Court Administration Adjudication Case Management 194 Municipal Court Case Management  Case Management includes a variety of functions that comprise the core work of the court, including scheduling, payment processing, database management, collections, other non-compliance actions, and interfacing with Department of Motor Vehicles (DMV) and the Colorado Bureau of Investigations (CBI). The majority of court staff consists of front-line employees who interact with the public on the phone, at the counter, and in the courtroom. Probation staff monitors compliance with court orders regarding municipal violations that most impact the community and also process cases for defendants at in-custody sessions at the Boulder County jail. Probation staff members seek to leverage the court’s contact with homeless individuals through a variety of efforts. Table 6-41: Municipal Court Summary Budget 2013 Accomplishments  Restructured the probation office and incorporated the homeless resource initiative across all probation officer responsibilities. The homeless resource initiative’s goal is to partner with other community stakeholders, incentivize and assist homeless offenders in accessing resources to which they may be entitled, improve their circumstances, and decrease their criminal behavior  Began processing Minors in Possession of Marijuana violations using a screening and treatment referral protocol similar to Minors in Possession of Alcohol cases  Launched online payments for eligible traffic, general, and animal violations  Planned for and tested a new Web-based software system to be implemented in early 2014. The current court software which handles traffic, general, and animal violations will not be supported by the vendor beyond 2014. 2012 Actual 2013 Approved 2014 Approved Administration 4.00 3.78 3.75 Adjudication 3.50 4.38 4.38 Case Management 8.75 10.00 10.00 TOTAL STAFFING 16.25 18.16 18.13 Administration 420,589$ 463,882$ 444,403$ Adjudication 513,199 551,484 571,137 Case Management 888,292 1,062,759 1,031,578 TOTAL EXPENDITURE 1,822,080$ 2,078,125$ 2,047,118$ General 1,822,080$ 2,078,125$ 2,047,118$ TOTAL FUNDING 1,822,080$ 2,078,125$ 2,047,118$ STAFFING EXPENDITURE FUND 195 Municipal Court Key Initiatives for 2014  Implementation of the new Web-based court software  Assessment of the homeless resource initiative  Ongoing assessments of the minor in possession of alcohol as well as an assessment of minor in possession of marijuana processing  Merge court, parking, and photo enforcement databases with the new financial software system. Table 6-42: Municipal Court Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Contribution to Justice Center Capital Improvements $ - $ 14,060 $ 14,060 0.00 0.00 0.00 Total Changes, Municipal Court 14,060 $ 0.00 GENERAL FUND 196 Table 6-43: Municipal Court Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 4.00 420,589$ 3.78 463,882$ 3.75 444,403$ (0.03) (19,479)$ Subtotal 4.00 420,589$ 3.78 463,882$ 3.75 444,403$ (0.03) (19,479)$ Adjudication Adjudication 3.50 513,199$ 4.38 551,484$ 4.38 571,137$ - 19,653$ Subtotal 3.50 513,199$ 4.38 551,484$ 4.38 571,137$ - 19,653$ Case Management Animal 0.75 93,365$ 1.00 105,210$ 0.67 83,913$ (0.34) (21,297)$ General 1.00 93,365 1.00 105,210 0.67 83,913 (0.34) (21,297) Parking 2.00 228,846 2.00 232,725 2.00 238,452 - 5,727 Photo Enforcement 2.00 163,650 2.00 197,212 2.00 176,234 - (20,978) Probation Services 2.00 215,700 3.00 317,192 4.00 365,154 1.00 47,962 Traffic 1.00 93,365 1.00 105,210 0.67 83,912 (0.34) (21,298) Subtotal 8.75 888,292$ 10.00 1,062,759$ 10.00 1,031,578$ - (31,181)$ Total 16.25 1,822,080$ 18.16 2,078,125$ 18.13 2,047,118$ (0.03) (31,007)$ Personnel 1,323,313$ 1,656,177$ 1,611,111$ (45,066)$ Operating 448,490 371,199 384,042 12,843 Interdepartmental Charges 50,277 50,749 51,965 1,216 Total 1,822,080$ 2,078,125$ 2,047,118$ (31,007)$ General 16.25 1,822,080$ 18.16 2,078,125$ 18.13 2,047,118$ (0.03) (31,007)$ Total 16.25 1,822,080$ 18.16 2,078,125$ 18.13 2,047,118$ (0.03) (31,007)$ STAFFING AND EXPENDITURE BY FUND STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget EXPENDITURE BY CATEGORY 197 City of Boulder Open Space and Mountain Parks 2014 Annual Budget $27,730,616 The mission of the Open Space and Mountain Parks Department (OSMP) is to preserve and protect the natural environment and land resources that characterize Boulder. We foster appreciation and uses that sustain the natural values of the land for current and future generations. Department Overview Administration  Administration provides direction and oversight of OSMP.  The workgroup provides communication and public process management.  Administration also provides support services including Open Space Board of Trustees (OSBT) support, voice and sight dog tag and permit administration, and front office services. Real Estate and Central Services  Real Estate Services acquires land interests for open space purposes, manages easement requests, resolves boundary disputes, and manages leases.  Real estate services also performs services for other city departments including land acquisitions, easements, and rights-of-way.  The Cultural Resource Management workgroup oversees the inventory and preservation of cultural sites on OSMP land.  The Financial Services Management workgroup carries out budget preparation and analysis, purchasing, contracts preparation and monitoring, cash management, parking fee, and timesheet database management. Open Space and Mountain Parks Administration Land and Visitor Services Resource System Services Real Estate and Central Services 198 Open Space and Mountain Parks Land and Visitor Services  Land and Visitor Services manage and maintain OSMP’s:  Agricultural, water, road, and building assets  Trails, trailheads, and access points  Equipment and vehicle assets.  The workgroup also manages and administers OSMP’s Junior Ranger Program and Community connections, including education, outreach, and individual and group volunteers and volunteer projects. Resource System Services  This workgroup’s Ranger/Naturalist, Environmental Planning, Ecological Systems, and Resource Information units implement programs supporting the city’s ecological resource sustainability. Table 6-44: Open Space and Mountain Parks Summary Budget 2013 Accomplishments  Repaired Shadow Canyon Trail which was braided and difficult to follow  Repaired Bear Canyon Trail near the power line and the upper section located immediately west of Mesa Trail  Rerouted the upper Big Bluestem Trail out of the riparian area  Constructed a trail in the West Sanitas/Wittemyer area  Constructed an Anemone Hill trail loop 2012 Actual 2013 Approved 2014 Approved Administration 14.46 14.46 14.46 Real Estate and Central Services 5.86 5.86 6.36 Land and Visitor Services 30.38 30.38 33.38 Resource System Services 38.90 40.90 41.15 TOTAL STAFFING 89.60 91.60 95.35 Administration 1,293,644$ 1,996,038$ 2,117,901$ Real Estate and Central Services 604,097 698,903 760,858 Land and Visitor Services 4,279,644 4,310,016 4,355,283 Resource System Services 3,949,591 4,812,734 5,313,052 Capital Improvement Program, Cost Allocations and Debt Service 12,808,818 14,777,186 15,183,522 TOTAL EXPENDITURE 22,935,795$ 26,594,877$ 27,730,616$ General 145,514$ 152,346$ 152,642$ Lottery 525,589 343,000 343,000 Open Space 22,264,693 26,099,531 27,234,974 TOTAL FUNDING 22,935,795$ 26,594,877$ 27,730,616$ STAFFING EXPENDITURE FUND 199 Open Space and Mountain Parks  Repaired the newly acquired portion Chapman Drive Trail and completed cosmetic work on the switchback  Implemented an approved strategy for multi-use of Chapman Drive Trail  Constructed a new Chapman Drive Trailhead  Commenced construction of the Highway 93 underpass at the Community Ditch Trail  Installed a second sediment basin on Flagstaff Mountain to catch road sand run off  Conducted facility assessments for organic farm sites, livestock water improvements, and long-term, system-wide soil sampling as part of the Grassland Plan implementation  Completed photo documentation of areas anticipated to be affected by staff and visitor access to white rocks cliffs on Weiser property  Participated in a multi-departmental data acquisition effort of light detection and radar data. Data will inform fire and fuel modeling, forest and vegetation composition inventories, trail planning slope, and aspect analysis  Inventoried North Trail Study Area butterflies and assessed bat communities in the West Trail Study Area  Improved Boulder Creek including invasive species management, riparian planting, seeding, fence work, grazing plan, fill removal, and irrigation improvements  Improved South Boulder Creek floodplain including invasive species management and riparian planting  Restored South Boulder Creek floodplain grassland focusing on tree removal and invasive species control  Completed repairs to the Weiser house including reroofing and exterior restoration. Key Initiatives for 2014  Continue implementation of the West TSA and accomplish the following:  Complete improvements to Gregory Canyon Trailhead  Finish construction of Wittemyer and Anemone Hill new trail construction  Construct new Seal Rock Access Trail, Green Mountain West Ridge re-route and 4-Pines re-route  Start implementation of the Chautauqua Meadow site plan  Refine the trail maintenance program through the implementation of maintenance zones and the use of the trail maintenance database to capture maintenance needs and the necessary resource/time to complete the project  Increase volunteer opportunities within the trails program by focusing outreach effort to local organizations and companies with a focus on trail maintenance and construc- tion projects  Update Ranger database and streamline workflow  Assist in the transition of licensing and permitting applications to new LandLink Plat- form 200 Open Space and Mountain Parks  Improve web presence, on-line, and mobile maps  Support Pro-cycle challenge with creative solutions to issues involving utilizing Flag- staff as part of the course and protecting Open Space resources  Develop a long term vision and action plan to support OSMP Cultural Resources. The management plan will include, but not be limited to:  Data management plan, including current conditions, GPS locations, in coop- eration with State Office of History and Archaeology  Management plan and best management practices for currently held agricul- tural properties  Management plan and best management practices for all newly acquired prop- erties  Develop a repository for artifacts, including physical repository, protocol for collection accession and de-accession  Develop a comprehensive interpretation plan for cultural resources throughout system  Provide programs for people with disabilities  Provide education about the new enhanced Voice and Sight Dog Tag Program guide- lines/rules  Expand outreach and educational programs to Spanish speakers. Table 6-45: Open Space and Mountain Parks Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Enhanced Voice & Sight Dog Tag Program $ - $ 163,000 163,000 0.00 0.00 0.00 South Boulder Creek and Boulder Creek East Restoration - 75,000 75,000 0.00 0.00 0.00 Cultural Resource Admin Assistant - 35,543 35,543 0.00 0.50 0.50 Repairs to Cultural Resources’ assets - 37,000 37,000 0.00 0.00 0.00 Water Resources Technician - 58,205 58,205 0.00 1.00 1.00 Maintenance III/Trails Specialist - 108,001 108,001 0.00 2.00 2.00 Reduce funding of seasonal trail crew leads - (85,400) (85,400) 0.00 0.00 0.00 Crew Equipment Replacement - 80,000 80,000 0.00 0.00 0.00 Increase in seasonal funding for sign staffing - 5,870 5,870 0.00 0.00 0.00 Research Resources for VMP, TSAs, GMAP and FEMP - 45,000 45,000 0.00 0.00 0.00 Increase Standard IPM FTE - 24,562 24,562 0.00 0.25 0.25 Outfit Ranger Trucks - 61,658 61,658 0.00 0.00 0.00 Tough Books in Ranger Trucks, new RIS hire and Servers - 25,500 25,500 0.00 0.00 0.00 Seasonal Research Activities - 21,700 21,700 0.00 1.00 0.00 Seasonal Health Care Costs - 100,000 100,000 0.00 1.00 0.00 Total Changes, Open Space and Mountain Parks 755,639 $ 3.75 OPEN SPACE FUND 201 Table 6-46: Open Space and Mountain Parks Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 13.45 1,176,774$ 13.45 1,893,222$ 13.45 2,010,283$ - 117,061$ 1.01 116,871 1.01 102,816 1.01 107,619 - 4,803 Subtotal 14.46 1,293,644$ 14.46 1,996,038$ 14.46 2,117,901$ - 121,864$ Real Estate and Central Services Cultural Resources Program 1.01 122,131$ 1.01 132,681$ 1.51 189,358$ 0.50 56,677$ Conservation Easement Compliance 1.01 92,313 1.01 113,157 1.01 111,376 - (1,781) Real Estate Acquisition OSMP 1.26 115,162 1.26 144,752 1.26 148,266 - 3,514 Real Estate Services to OSMP 1.26 115,162 1.26 144,752 1.26 148,266 - 3,514 Real Estate Services to General Fund 1.32 159,329 1.32 163,561 1.32 163,593 - 32 Subtotal 5.86 604,097$ 5.86 698,903$ 6.36 760,858$ 0.50 61,955$ Land and Visitor Services Agricultural Land Management 2.03 250,136$ 2.03 260,754$ 2.03 289,219$ - 28,465$ Community Services 8.41 940,533 8.41 941,224 8.41 1,003,250 - 62,026 Facility Management 5.24 788,576 5.24 774,950 5.24 875,893 - 100,943 Junior Rangers 0.53 262,607 0.53 252,332 0.53 175,887 - (76,445) Rapid Response 1.04 134,597 1.04 101,373 1.04 99,738 - (1,635) Signs 2.10 316,032 2.10 255,894 2.10 308,799 - 52,905 Trail Maintenance and Construction 4.73 784,837 4.73 911,898 6.73 647,850 2.00 (264,048) 4.20 543,565 4.20 497,330 4.20 553,324 - 55,994 Water Rights Administration 2.10 258,761 2.10 314,262 3.10 401,322 1.00 87,060 Subtotal 30.38 4,279,644$ 30.38 4,310,016$ 33.38 4,355,283$ 3.00 45,266$ Resource System Services 1.53 218,114$ 1.53 200,607$ 1.53 290,827$ - 90,220$ 1.22 173,921 2.22 383,330 2.22 548,711 - 165,381 0.91 129,728 0.91 143,237 0.91 151,997 - 8,760 Integrated Pest Management 2.01 286,541 2.01 295,767 2.26 341,674 0.25 45,907 Monitoring & Visitation Studies 3.13 250,613 3.13 279,445 3.13 295,213 - 15,768 Payments to Fire Districts - 78,030 - 78,030 - 78,030 - - Ranger Naturalist Services 17.69 1,464,952 17.69 1,741,055 17.69 1,771,440 - 30,385 4.18 334,684 4.18 507,672 4.18 542,816 - 35,144 3.65 354,036 4.65 530,681 4.65 557,913 - 27,232 1.22 173,921 1.22 179,009 1.22 192,881 - 13,872 3.36 485,052 3.36 473,902 3.36 541,551 - 67,649 Subtotal 38.90 3,949,591$ 40.90 4,812,734$ 41.15 5,313,052$ 0.25 500,318$ Capital Improvement Program - 3,142,146$ - 5,043,000$ - 7,353,000$ - 2,310,000$ Cost Allocation - 1,070,853 - 1,066,954 - 1,108,440 - 41,486 Debt Service - 8,595,819 - 8,667,232 - 6,722,082 - (1,945,150) Subtotal - 12,808,818$ - 14,777,186$ - 15,183,522$ - 406,336$ Total 89.60 22,935,795$ 91.60 26,594,877$ 95.35 27,730,616$ 3.75 1,135,739$ Personnel 7,759,535$ 9,144,312$ 9,091,529$ (52,783)$ Operating 1,674,845 1,789,656 2,558,949 769,293 Interdepartmental Charges 799,303 808,723 796,656 (12,067) Capital 2,548,257 5,118,000 7,453,000 2,335,000 Debt Service 8,595,819 8,667,232 6,722,082 (1,945,150) Other Financing 1,558,036 1,066,954 1,108,400 41,446 Total 22,935,795$ 26,594,877$ 27,730,616$ 1,135,739$ Resource Information Services Wetland and Aquatic Management Program Wildlife and Habitats Ecological Restoration Program Forest Ecosystem Management Program Grassland Ecosystem Management Program Regional, Master, and Related Planning and Plan Implementation Coordination EXPENDITURE BY CATEGORY Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget STAFFING AND EXPENDITURE BY PROGRAM Capital Improvement Program, Cost Allocations and Debt Service Trailhead Maintenance and Construction Dog Tag, Permit and Facility Leasing Programs 202 Table 6-46: Open Space and Mountain Parks Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget STAFFING AND EXPENDITURE BY FUND General 1.32 145,514$ 1.32 152,346$ 1.32 152,642$ - 296$ Lottery - 525,589 - 343,000 - 343,000 - - Open Space 88.28 22,264,693 90.28 26,099,531 94.03 27,234,974 3.75 1,135,443 Total 89.60 22,935,795$ 91.60 26,594,877$ 95.35 27,730,616$ 3.75 1,135,739$ 203 City of Boulder Parks and Recreation 2014 Annual Budget $26,583,717 The mission of the Department of Parks and Recreation is to provide safe, clean, and beautiful parks and facilities and high-quality leisure activities for the community. These services enhance health and well-being and promote economic vitality for long-term community sustainability. We will accomplish our mission through creative leadership, environmentally sustainable practices, and the responsible use of available resources. Department Overview Department Administration  The Administration Division includes the office of the director, business and finance, strategic leadership, marketing, public outreach, communications, information technology, staff training and development, and liaison work to the Parks and Recreation Advisory Board (PRAB) and City Council. Parks and Planning  The Parks and Planning Division manages park operations and grounds maintenance; natural resources (horticulture, city forestry operations; natural areas); capital project planning, design, and construction; and the management of park renovation projects. Recreation  The Recreation Division manages and operates recreation centers, two outdoor pools, the Boulder Reservoir, Flatirons Golf Course; offers programs in aquatics, arts, sports, therapeutic recreation, and wellness; and provides youth outreach services. Parks and Recreation Administration Parks and Planning Recreation 204 Parks and Recreation Table 6-47: Parks and Recreation Summary Budget 2013 Accomplishments  Completed the Parks and Recreation Department Master Plan update and began implementation of the action plan  Developed a community partnership at Burke Park for enhancements to the Thunderbird Lake and park area  Completed Phase 1 of Valmont City Park, including a disc golf course  Completed various Capital Improvement Bond projects including the renovation and refurbishment of several key park sites and amenities  Completed initial phase of the Pearl Street Mall irrigation renovation to improve water efficiency and system operations  Created a partnership with Boulder County Open Space, City of Boulder Open space, and the US Forest Service to assist with the training of the Boulder Mountain Bike Patrol Training  Provided camp programs to over 5,000 youth participating in summer and school days off camps  Collaborated with Water Resources and local nonprofits to produce first Boulder Community Day event which focuses on water conservation education, noxious weed eradication and activities to get kids active outdoors. 2012 Actual 2013 Approved 2014 Approved Administration 17.37 17.37 15.87 Parks and Planning 55.50 56.50 55.00 Recreation 53.50 54.50 56.50 TOTAL STAFFING 126.37 128.37 127.37 Administration 2,322,940$ 2,374,724$ 2,310,004$ Parks and Planning 6,445,597 7,172,607 7,152,121 Recreation 9,234,422 9,580,860 9,963,204 Capital Improvement Program, 6,923,808 6,402,879 7,158,388 TOTAL EXPENDITURE 24,926,767$ 25,531,070$ 26,583,717$ General 4,419,294$ 4,615,506$ 4,543,696$ Lottery 538,655 493,000 493,000 .25 Cent Sales Tax 6,244,237 7,316,627 7,125,080 Recreation Activity 9,755,333 10,197,713 10,269,708 Permanent Parks and Recreation 2,846,611 2,713,536 2,783,289 Boulder Junction Improvement Fund - 194,688 1,068,944 Capital Development Fund - - 300,000 2011 Capital Improvement 3,072,637 - - GASB 34 Governmental Consolidation (1,950,000) - - TOTAL FUNDING 24,926,767$ 25,531,070$ 26,583,717$ STAFFING EXPENDITURE FUND 205 Parks and Recreation Key Initiatives for 2014  Implement the Parks and Recreation Master Plan and organizational analysis by aligning resources to focus on shifting practices where available funding is allocated to operations and maintenance of existing parks and recreation facilities and facilitates the delivery of programming with community partners  Continue to implement a department wide asset management tool for all Parks and Recreation facilities  Participate in the citywide effort on the Civic Center Master Plan  Continue the planning, design, and construction of $8 million in capital projects from the voter approved 2011 Capital Improvement Bond, including renovations and enhancements at the Columbia Cemetery, Boulder Reservoir, neighborhood park shelters, and parks and recreation facilities  Expand the department’s efforts to partner with organizations throughout the community, including working with CU Environmental Design School, Growing Up Boulder, Boulder Valley School District (BVSD), PLAY Foundation, and various wide city- wide agencies on engaging citizens in the design, construction, and maintenance of local parks  Continue developing the Reservoir Site plan and implementing a management plan for the facility that balances the active recreation uses with the natural landscape to promote sustainable values in the community  Develop the plan and design for Phase II of Valmont City Park. Table 6-48: Parks and Recreation Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Transfer of IT Technical Manager from Parks and Recreation to IT - reduction of General Fund transfer to the Recreation Activity Fund $ - $ (94,718) $ (94,718) 0.00 (1.00)(1.00) Forestry Tree Care $ - $ 60,000 $ 60,000 0.00 0.00 0.00 Increase funding for .50 Volunteer Coordinator - 42,547 42,547 0.00 0.50 0.50 Total Changes, Parks and Recreation 7,829 $ (0.50) RECREATION ACTIVITY FUND .25 CENT SALES TAX FUND 206 Table 6-49: Parks and Recreation Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 17.37 2,322,940$ 17.37 2,374,724$ 15.87 2,310,004$ (1.50) (64,720)$ Subtotal 17.37 2,322,940$ 17.37 2,374,724$ 15.87 2,310,004$ (1.50) (64,720)$ Parks and Planning 6.00 700,871$ 6.00 948,703$ 5.00 761,233$ (1.00) (187,470)$ Construction 6.00 313,137 6.00 451,803 5.00 198,432 (1.00) (253,371) Forestry Operation 4.00 759,383 4.00 920,303 4.00 996,668 - 76,365 3.00 414,474 3.00 515,721 2.00 501,209 (1.00) (14,512) 28.00 3,610,669 30.00 3,538,872 32.00 3,989,294 2.00 450,422 1.50 247,898 1.50 197,268 1.00 141,231 (0.50) (56,037) Planning 6.02 399,165 6.00 599,937 6.00 564,054 - (35,883) Subtotal 55.50 6,445,597$ 56.50 7,172,607$ 55.00 7,152,121$ (1.50) (20,486)$ Recreation Arts Programs and Services 3.11 254,041$ 3.11 316,403$ 3.11 284,898$ - (31,505)$ Dance Programs and Services 2.13 309,176 2.13 344,675 2.13 367,352 - 22,677 - 62,647 - 74,058 - 69,490 - (4,568) 7.00 1,220,679 7.00 1,324,136 7.00 1,324,193 - 57 Gymnastics Programs and Services 5.27 743,759 5.27 756,610 5.27 776,622 - 20,012 3.24 714,665 3.74 773,669 3.74 802,189 - 28,520 1.26 1,054,430 2.13 424,455 2.13 242,631 - (181,824) 16.01 2,142,482 15.82 2,898,607 15.82 3,121,668 - 223,061 3.98 801,682 3.80 853,779 3.80 915,553 - 61,774 3.25 674,761 3.25 754,907 3.25 797,088 - 42,181 5.00 651,799 5.00 587,624 5.00 600,604 - 12,980 1.00 328,919 - 188,500 2.00 378,942 2.00 190,442 Youth Recreation Opportunities 3.25 275,382 3.25 283,437 3.25 281,974 - (1,463) Subtotal 53.50 9,234,422$ 54.50 9,580,860$ 56.50 9,963,204$ 2.00 382,344$ Capital Improvement Program - 6,301,110$ - 2,974,688$ - 3,518,944$ - 544,256$ Capital Refurbishment Program - - - 743,000 - 893,000 - 150,000 Cost Allocation - 377,248 - 352,256 - 365,886 - 13,630 Interdepartmental Transfers - - - - - 189,708 - 189,708 Debt Service - 245,450 - 136,785 - 2,190,850 - 2,054,065 Subtotal - 6,923,808$ - 6,402,879$ - 7,158,388$ - 755,509$ Total 126.37 24,926,767$ 128.37 25,531,070$ 127.37 26,583,717$ (1.00) 1,052,647$ Outdoor Pools, Aquatic Programs, Services and Maintenance Health and Wellness Programs and Services Sports Programs and Services Variance - 2013 Approved to 2014 Approved 2012 Actual 2014 Approved Budget 2013 Approved Budget Philanthropy, Volunteers, Community Events, Historic and Cultural Management Flatirons Event Center Management and Maintenance Natural Resource Management (IPM, Water, Wetland, Wildlife) Reservoir Programs, Services and Maintenance Park Operations and Maintenance Capital Improvement Program, Interdepartmental Charges and Debt Service Therapeutic Recreation Program and Services Golf Course Programs, Services and Maintenance Recreation Center Operations and Maintenance Valmont City Park Programs, Services and Maintenance STAFFING AND EXPENDITURE BY PROGRAM Athletic Field Maintenance 207 Table 6-49: Parks and Recreation Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved 2012 Actual 2014 Approved Budget 2013 Approved Budget Personnel 12,640,966$ 13,292,037$ 13,418,167$ 126,130$ Operating 5,535,877 4,878,191 4,764,198 (113,993) Interdepartmental Charges 1,457,517 1,263,748 1,383,463 119,715 Capital 4,421,874 3,548,688 4,215,482 666,794 Debt Service 244,650 2,196,150 2,228,177 32,027 Other Financing 625,883 352,256 574,230 221,974 Total 24,926,767$ 25,531,070$ 26,583,717$ 1,052,647$ General 37.00 4,419,294$ 37.00 4,615,506$ 36.50 4,543,696$ (0.50) (71,810)$ Lottery - 538,655 - 493,000 - 493,000 - - .25 Cent Sales Tax 24.37 6,244,237 25.37 7,316,627 26.37 7,125,080 1.00 (191,547) Recreation Activity 56.50 9,755,333 57.50 10,197,713 56.00 10,269,708 (1.50) 71,995 Permanent Parks and Recreation 8.50 2,846,611 8.50 2,713,536 8.50 2,783,289 - 69,753 2011 Capital Improvement - 3,072,637 - - - - - Capital Development Fund - - - - - 300,000 - 300,000 GASB 34 Governmental Consolidation - (1,950,000) - - - - - Boulder Junction Improvement - - - 194,688 - 1,068,944 - 874,256 Total 126.37 24,926,767$ 128.37 25,531,070$ 127.37 26,583,717$ (1.00) 1,052,647$ STAFFING AND EXPENDITURE BY FUND EXPENDITURE BY CATEGORY 208 [This page is intentionally blank.] 209 Police Administration Operations Support and Staff Services City of Boulder Police 2014 Annual Budget $32,041,029 The mission of the Boulder Police Department is very simple: Working with the community to provide service and safety. The mission entails a full range of services which includes but is not limited to crime prevention, enforcement, security, investigations, management of public disorder and quality of life issues, emergency and disaster response, and training. Department Overview Administration  Administration includes the Police Chief and support staff. Administration provides leadership, management, and direction; sets policy; manages the budget; coordinates planning and department initiatives; and works with staff to set the vision, values, and philosophies of the organization. Operations  The Operations Division is responsible for the enforcement and investigative functions of the Department. It consists of four primary Sections, each of which consists of specific work units. The four Sections are Traffic and Administration, Watch I (Dayshift Patrol), Watch II & III (Afternoon and Evening Patrol), and Investigations (Detectives). This division provides all the uniformed patrol officers who patrol the city and respond to calls for service, Hill and Mall officers, Neighborhood Impact Team, as well as the Detectives who investigate unsolved crimes. Our Community Services Unit, School Resource Officers, Animal Control Unit, and Code Enforcement Unit also work out of this division. Support and Staff Services  The Support and Staff Services Division provides all support to Operations, maintains the internal operations of the Department, and provides the non - enforcement services to the public. This Division consists of five primary Sections: Financial and Facility Services; Property and Evidence; Records Services; Communications (Dispatch); and Training and Personnel. 210 Police Table 6-50: Police Summary Budget 2013 Accomplishments  Developed a Neighborhood Impact Team, which is a group of officers assigned to patrol the hill, mall, and the municipal campus areas in the evening. They are proactive in enforcement to address the issues commonly found in this central district i.e. alcohol, drugs, assaults, etc.  Completed the in–house DNA Lab in partnership with the Colorado Bureau of Investigation  Approved the 2013 Master Plan  Filled a technical assistant position to provide technical and maintenance support to the department. Key Initiatives for 2014  Complete the Staffing and Space Analysis  Staff a Commander position to help with the managing and oversight of the Patrol Watches, Animal Control, Traffic, Code Enforcement, and special events for the city  Acquire a new Records Management System (RMS) to provide more powerful data management through crime analysis; allow public access of crime statistics, crime mapping, and more efficient direct entry of data; traffic accident integration; better property and evidence management; and more interoperability. 2012 Actual 2013 Approved 2014 Approved Administration 7.00 7.00 7.00 Operations 196.00 196.00 199.00 Support and Staff Services 76.50 76.50 76.50 TOTAL STAFFING 279.50 279.50 282.50 Administration 738,228$ 1,052,831$ 1,072,915$ Operations 22,623,641 23,091,648 23,177,508 Support and Staff Services 7,447,125 7,602,543 7,790,606 TOTAL EXPENDITURE 30,808,994$ 31,747,022$ 32,041,029$ General 30,367,833$ 31,747,022$ 32,041,029$ Capital Improvement Bond 441,162 - - TOTAL FUNDING 30,808,994$ 31,747,022$ 32,041,029$ STAFFING EXPENDITURE FUND 211 Police Table 6-51: Police Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Greenwood Wildlife Rehabilitation - 3rd year of 3 year phase in $ 15,000 $ 20,000 $ 5,000 0.00 0.00 0.00 Records Management funded from Asset Forfeiture Reserve - 950,000 950,000 0.00 0.00 0.00 Addition of 2 Sworn Officers - 185,000 185,000 0.00 2.00 2.00 Additional Commander - 154,834 154,834 0.00 1.00 1.00 Master Police Officer Compensation - 40,000 40,000 0.00 0.00 0.00 Non-personnel Expenses - 30,000 30,000 0.00 0.00 0.00 Total Changes, Police 1,364,834 $ 3.00 GENERAL FUND 212 Table 6-52: Police Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Department Administration 7.00 738,228$ 7.00 1,052,831$ 7.00 1,072,915$ - 20,084$ Subtotal 7.00 738,228$ 7.00 1,052,831$ 7.00 1,072,915$ - 20,084$ Operations Accident Report Specialists 4.25 340,117$ 4.25 350,063$ 4.25 341,877$ - (8,186)$ Animal Control 6.00 478,862 6.00 516,576 6.00 552,764 - 36,188 Code Enforcement 3.00 243,164 3.00 240,760 3.00 261,099 - 20,339 Community Police Center 2.25 155,832 2.25 261,444 2.25 266,849 - 5,405 Crime Analysis Unit 2.00 218,966 2.00 171,249 2.00 170,626 - (623) Crime Lab 2.00 171,249 2.00 228,490 2.00 226,179 - (2,311) Crime Prevention 3.25 300,152 3.25 347,915 3.25 352,445 - 4,530 DUI Enforcement 1.00 96,582 1.00 131,691 1.00 131,826 - 135 General Investigations 8.75 1,166,750 8.75 1,046,605 8.75 1,069,040 - 22,435 Hill Unit 7.25 853,349 7.25 798,969 7.25 793,716 - (5,253) Major Crimes Unit 9.50 1,426,964 10.25 1,206,493 10.25 1,230,328 - 23,835 Mall Unit 8.50 855,702 8.50 880,329 8.50 872,746 - (7,583) Narcotics 4.00 453,539 4.00 500,694 4.00 499,634 - (1,060) Patrol Watches I, II and III 90.25 9,877,755 88.25 10,360,294 91.25 10,760,034 3.00 399,740 Photo Enforcement 8.00 1,270,943 8.00 1,763,969 8.00 1,312,805 - (451,164) School Resource Officers 5.75 559,959 5.75 605,263 5.75 600,143 - (5,120) Special Enforcement Unit 2.00 173,192 2.00 201,383 2.00 199,651 - (1,732) Special Events Response 0.75 84,130 0.75 64,092 0.75 60,236 - (3,856) Specialized Investigations 7.75 1,167,541 9.00 1,084,396 9.00 1,106,107 - 21,711 Target Crime Team 4.00 878,824 4.00 430,104 4.00 427,372 - (2,732) Traffic Enforcement 15.75 1,850,070 15.75 1,900,869 15.75 1,942,032 - 41,163 Subtotal 196.00 22,623,641$ 196.00 23,091,648$ 199.00 23,177,508$ 3.00 85,860$ Support and Staff Services 32.75 2,454,742$ 32.00 2,845,447$ 32.00 2,840,366$ - (5,081)$ Facility and Building Maintenance 7.25 919,565 7.25 939,509 7.25 949,677 - 10,168 Financial Services 4.00 967,933 4.00 1,044,278 4.00 1,108,840 - 64,562 Personnel 1.75 833,657 1.75 287,526 1.75 287,838 - 312 Property and Evidence 5.25 602,883 5.25 439,478 5.25 450,870 - 11,391 Records Management 20.50 1,419,723 21.25 1,392,006 21.25 1,451,930 - 59,923 Training 3.25 158,843 3.25 478,159 3.25 529,378 - 51,219 Victim Services 1.75 89,780 1.75 176,139 1.75 171,707 - (4,432) Subtotal 76.50 7,447,125$ 76.50 7,602,543$ 76.50 7,790,606$ - 188,063$ Total 279.50 30,808,994$ 279.50 31,747,022$ 282.50 32,041,029$ 3.00 294,007$ Personnel 25,503,446$ 27,213,347$ 27,395,470$ 182,123$ Operating 3,129,493 2,914,265 2,627,530 (286,735) Interdepartmental Charges 1,905,638 1,558,926 1,957,545 398,619 Capital 270,418 60,484 60,484 - Total 30,808,994$ 31,747,022$ 32,041,029$ 294,007$ General 279.50 30,367,833$ 279.50 31,747,022$ 282.50 32,041,029$ 3.00 294,007$ Capital Improvement Bond - 441,162 - - - - - - Total 279.50 30,808,994$ 279.50 31,747,022$ 282.50 32,041,029$ 3.00 294,007$ STAFFING AND EXPENDITURE BY FUND STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget EXPENDITURE BY CATEGORY Police and Fire Communications Center 213 City of Boulder Public Works 2014 Annual Budget $119,879,127 Department Overview Development and Support Services (DSS)  DSS includes administration, information resources, building construction and code enforcement, development review for public works, fleet services, and Facilities & Asset Management (FAM). Transportation  Transportation includes administration, airport, planning & operations (including GO Boulder, traffic engineering and safety), project management, and transportation maintenance. Utilities  Utilities includes administration, planning and project management, distribution and collection system maintenance, water resources and hydroelectric, water treatment, wastewater treatment, and water quality environmental services. Table 6-53: Public Works Summary Budget Public Works Development and Support Services Transportation Utilities 2012 Actual 2013 Approved 2014 Approved Development and Support Services 71.76 72.42 74.53 Transportation 60.53 59.78 60.09 Utilities 154.84 153.59 154.17 TOTAL STAFFING 287.13 285.79 288.79 Development and Support Services 35,741,376$ 25,784,801$ 28,509,890$ Transportation 36,951,876 33,684,077 34,729,825 Utilities 88,310,084 51,214,900 56,639,412 TOTAL EXPENDITURE 161,003,336$ 110,683,778$ 119,879,127$ STAFFING EXPENDITURE 214 Public Works Table 6-53: Public Works Summary Budget (Cont.) 2012 Actual 2013 Approved 2014 Approved General 4,231,981$ 4,334,277$ 5,498,977$ Capital Development 386,953 132,292 73,105 Planning and Development Services 5,331,635 5,786,254 5,886,845 .25 Cent Sales Tax 450,262 450,262 450,262 Airport 485,687 558,932 2,015,389 Transportation 26,961,469 31,239,068 31,421,710 Transportation Development 1,768,828 716,748 917,490 Transit Pass General Improvement District 14,309 15,081 15,081 Fire Training Center Construction 323,115 - - Boulder Junction Improvement 547,189 1,207,000 475,000 Water Utility 30,578,786 27,727,767 26,503,491 Wastewater Utility 52,980,855 15,882,091 16,039,376 Stormwater/Flood Management Utility 4,578,081 7,428,469 13,925,314 Fleet 9,223,020 11,764,668 11,159,324 Equipment Replacement 474,777 816,426 1,953,147 Facility Renovation and Replacement 14,670,757 2,624,443 3,544,617 Capital Improvement Bond 7,995,631 - - TOTAL FUNDING 161,003,336$ 110,683,778$ 119,879,127$ FUND 215 Table 6-54: Public Works Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount STAFFING AND EXPENDITURE BY DIVISION Divisions (non-administrative) Development and Support Services 71.76 35,741,376$ 72.42 25,784,801$ 74.53 28,509,890$ 2.11 2,725,089 Transportation 60.53 36,951,876 59.78 33,684,077 60.09 34,729,825 0.31 1,045,748 Utilities 154.84 88,310,084 153.59 51,214,900 154.17 56,639,412 0.58 5,424,512 Total 287.13 161,003,336$ 285.79 110,683,778$ 288.79 119,879,127$ 3.00 9,195,349$ Personnel 24,505,508$ 25,537,349$ 25,457,730$ (79,619)$ Operating 37,680,412 26,558,791 28,816,359 2,257,568 Interdepartmental Charges 6,375,001 5,583,378 6,842,885 1,259,507 Capital 34,655,525 36,052,380 41,644,096 5,591,716 Debt Service 10,888,597 10,883,801 10,797,552 (86,249) Other Financing 46,898,293 6,068,079 6,320,505 252,426 Total 161,003,336$ 110,683,778$ 119,879,127$ 9,195,349$ STAFFING AND EXPENDITURE BY FUND General 13.13 4,231,981$ 13.13 4,334,277$ 13.24 5,498,977$ 0.11 1,164,700$ Capital Development - 386,953 - 132,292 - 73,105 - (59,187) 42.26 5,331,635 42.92 5,786,254 44.92 5,886,845 2.00 100,591 .25 Cent Sales Tax - 450,262 - 450,262 - 450,262 - - 1.20 485,687 1.20 558,932 1.20 2,015,389 - 1,456,457 Transportation 59.43 26,961,469 58.68 31,239,068 58.99 31,421,710 0.31 182,642 Transportation Development 0.20 1,768,828 0.20 716,748 0.20 917,490 - 200,742 - 14,309 - 15,081 - 15,081 - - Fire Training Center Construction - 323,115 - - - - - - Boulder Junction Improvement - 547,189 - 1,207,000 - 475,000 - (732,000) Water Utility 74.88 30,578,786 74.88 27,727,767 74.57 26,503,491 (0.31) (1,224,276) Wastewater Utility 57.72 52,980,855 56.72 15,882,091 57.12 16,039,376 0.40 157,285 21.44 4,578,081 21.19 7,428,469 21.68 13,925,314 0.49 6,496,845 Fleet 14.77 9,223,020 14.77 11,764,668 14.77 11,159,324 - (605,344) Equipment Replacement 0.40 474,777 0.40 816,426 0.40 1,953,147 - 1,136,721 Capital Improvement Bond - 7,995,631 - - - - - - 1.70 14,670,757 1.70 2,624,443 1.70 3,544,617 - 920,174 Total 287.13 161,003,336$ 285.79 110,683,778$ 288.79 119,879,127$ 3.00 9,195,349$ Planning and Development Services Airport Facility Renovation and Replacement Stormwater/Flood Management Utility Transit Pass General Improvement District EXPENDITURE BY CATEGORY Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget 216 [This page is intentionally blank.] 217 City of Boulder Public Works Development and Support Services Division 2014 Annual Budget $28,509,890 The mission of the Development and Support Services Division of Public Works is to:  Effectively assist customers in a regulatory environment while preserving public health, safety and environmental quality for our community through the efficient administration of codes and standards;  Provide quality facilities and asset management (FAM) services to City departments for the design, construction and maintenance of facilities; and  Effectively maintain the City’s fleet while balancing customer and community values. Department Overview Administration  Administration provides administrative, financial, billing, and communication services to both internal and external customers by administering and providing support to Public Works programs and projects. Development Services  Development Services establishes and ensures minimum standards for the safe occupancy of buildings and structures through the effective application and enforcement of city building, housing, and related codes. Development Services is also responsible for review, permitting, and inspection of work by private parties within or impacting public rights-of-way and public easements and discretionary review for compliance with engineering standards and adopted city code. Administration Facilities and Asset Management (FAM) Fleet Services Development Services Public Works - Division Development and Support Services 218 Public Works Development and Support Services Division Facilities and Asset Management (FAM)  FAM provides major maintenance, renovation and replacement, and operations and maintenance (O&M) services in accordance to industry standards for the buildings and structures it maintains. FAM manages the Capital Development, Facility Renovation and Replacement, and Equipment Replacement funds. FAM manages the city-wide Energy Performance Contracts and, along with Fleet Services, is part of the city’s intradepartmental Energy Strategy Team. FAM is also involved with environmental remediation projects (Voluntary Clean-Up Programs, hazardous waste remediation and disposal, and indoor air quality). Fleet Services  Fleet Services maintains all vehicles and equipment in the city’s fleet in accordance with industry standards and provides corrective maintenance on all mobile and stationary communications equipment. Fleet Services also manages the Fleet Replacement Fund, actively works with internal customers to replace vehicles with those that are alternatively fueled, and provides a variety of fuel types for the city’s fleet. Table 6-55: Development and Support Services Division Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 2.55 2.74 2.74 Development 39.71 40.18 42.18 Facility and Asset Management 14.73 14.73 14.84 Fleet 14.77 14.77 14.77 Capital Improvement Program, Cost Allocation and Debt Service - - - TOTAL PERSONNEL 71.76 72.42 74.53 Administration 266,778$ 339,986$ 331,675$ Development 4,154,416 4,534,726 4,608,219 Facility and Asset Management 18,297,964 6,076,870 9,494,622 Fleet 8,887,584 11,430,477 10,812,151 Capital Improvement Program, Cost Allocation and Debt Service 4,134,634 3,402,742 3,263,223 TOTAL EXPENDITURE 35,741,376$ 25,784,801$ 28,509,890$ General 4,107,464$ 4,210,456$ 5,442,590$ Capital Development 386,953 132,292 73,105 Planning and Development Services 5,331,635 5,786,254 5,886,845 .25 Cent Sales Tax 450,262 450,262 450,262 Fire Training Center 323,115 - - Fleet 9,223,020 11,764,668 11,159,324 Equipment Replacement 474,777 816,426 1,953,147 Facility Renovation and Replacement 14,670,757 2,624,443 3,544,617 Capital Improvement Bond 773,392 - - TOTAL FUNDING 35,741,376$ $25,784,801 $28,509,890 STAFFING EXPENDITURE FUNDING 219 Public Works Development and Support Services Division 2013 Accomplishments  Completed a number of significant development reviews, including 28th & Canyon Site Review (Ead’s / Golden Buff), 970 28th St. Site Review (The Province), 950 28th St. Site Review (Landmark Lofts II), 5460 Spine Site Review (The Alexan), 6655 Lookout Use Review, Hogan Pancost Site Review and Annexation Planning Board Hearings, and 1906 28th Street (Trader Joe’s) Site Review  Completed the closing on the Depot Square project at Boulder Junction  Made progress on the implementation and adoption of the 2012 International Code Council (ICC) Building and Energy Codes with local amendments  Made progress on the updates to the contractor licensing requirements  Completed enhancements and renovations to the East Boulder Community Center locker room and family changing areas  Completed Fire Station #1 locker rooms and showers renovations  Launched employee engagement program for energy efficiency  Placed additional electric vehicle charging stations at Chautauqua Ranger Cottage, Boulder Reservoir, and 1500 Pearl Street Garage with assistance from the Regional Air Quality Council grant program  Completed various Capital Investment Strategy bond projects such as parking lot repairs and HVAC replacements  Completed the Valmont Butte Voluntary Clean Up Program (VCUP) construction  Upgraded the Council Chambers to improve audio, video, and security. Key Initiatives for 2014  Continue to implement the replacement of the Landlink Development and Information Tracking System  Continue the update to the Design and Construction Standards process  Update mechanical, plumbing, and electrical permit fees  Update Green Building/Green Points regulations for deconstruction, demolition, and active/passive solar  Complete Phase 4 for the Energy Performance Contract to include a renewables study and additional HVAC upgrades  Complete Valmont Butte Voluntary Clean Up Program (VCUP) closure documents and revised environmental covenants with the State  Complete the 13th Street Plaza VCUP construction  Complete Capital Investment Strategy bond project; in particular, the Main Library Renovation, a new Wildland Fire facility, and ADA improvements  Update asset management program in coordination with the Parks and Recreation Department. 220 Table 6-56: Development and Support Services Division Significant Changes Between 2013 and 2014 Budget Public Works Development and Support Services Division Total Change 2013 FTE 2014 FTE FTE Change General Fund Non-Reimbursed Expenses for Valmont Butte and 13th St. Plaza Clean Up $ - $ 950,000 $ 950,000 0.00 0.00 0.00 Operations and Maintenance/ Facilities Repair and Renovation - 400,000 400,000 0.00 0.00 0.00 Building Construction $ - $ 63,000 $ 63,000 0.00 1.00 1.00 LandLink Development and Information Tracking System Replacement project - 116,160 116,160 0.00 1.32 1.32 Rental Housing Licensing Program - 63,000 63,000 0.00 1.00 1.00 Total Changes, Public Works - Development and Support Services 1,592,160 $ 3.32 PLANNING AND DEVELOPMENT SERVICES FUND GENERAL FUND 2013 Approved Budget 2014 Approved Budget 221 Table 6-57: Development and Support Services Division Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Division Administration 2.55 266,778$ 2.74 339,986$ 2.74 331,675$ - (8,311)$ Subtotal 2.55 266,778$ 2.74 339,986$ 2.74 331,675$ - (8,311)$ Development Building Inspection 7.36 769,995$ 8.31 923,886$ 8.47 939,979$ 0.16 16,093$ 12.57 1,315,060 12.47 1,426,221 14.32 1,563,111 1.85 136,890 Building Code Enforcement 2.31 241,670 1.32 195,431 1.32 194,395 - (1,036) Contractor Licensing 1.05 109,850 1.04 123,412 1.04 122,283 - (1,129) 0.70 73,233 1.30 137,142 2.30 193,765 1.00 56,623 Development Review 4.53 473,924 4.51 533,082 4.51 513,652 - (19,430) Engineering Permits 9.02 943,662 9.02 968,115 8.02 859,693 (1.00) (108,422) Base Map Data Maintenance 0.44 46,032 0.45 46,059 0.45 44,920 - (1,139) GIS Services 0.82 85,787 0.82 85,353 0.82 83,749 - (1,604) Comprehensive Planning 0.65 68,002 0.66 68,097 0.66 65,239 - (2,858) Ecological Planning 0.08 8,370 0.08 10,063 0.08 10,096 - 33 Historic Preservation 0.18 18,831 0.19 17,865 0.19 17,337 - (528) Subtotal 39.71 4,154,416$ 40.18 4,534,726$ 42.18 4,608,219$ 2.01 73,493$ Facility and Asset Management 0.40 456,832$ 0.40 798,436$ 0.40 1,934,458$ - 1,136,022$ 3.26 2,685,073 3.26 2,492,553 3.29 3,655,890 0.03 1,163,337 9.37 2,195,769 9.37 2,168,166 9.45 2,236,962 0.08 68,796 1.70 12,960,291 1.70 617,715 1.70 1,667,312 - 1,049,597 Subtotal 14.73 18,297,964$ 14.73 6,076,870$ 14.84 9,494,622$ 0.11 3,417,752$ Fleet Fleet Operations - Fueling 0.51 1,076,427$ 0.51 1,146,919$ 0.51 1,137,510$ - (9,408)$ 2.36 397,866 2.36 423,921 2.36 420,926 - (2,996) Fleet Operations - Repair 9.42 1,591,464 9.42 1,695,683 9.42 1,683,702 - (11,981) Fleet Replacement 0.45 5,517,069 0.45 7,839,238 0.45 7,258,409 - (580,829) 2.03 304,758 2.03 324,716 2.03 311,603 - (13,113) Subtotal 14.77 8,887,584$ 14.77 11,430,477$ 14.77 10,812,151$ - (618,326)$ Capital Improvement Program - 2,115,817$ - 1,225,953$ - 1,037,000$ - (188,953)$ Cost Allocation/Transfers - 1,315,568 - 1,326,084 - 1,383,728 - 57,644 Debt Service - 703,249 - 850,705 - 842,495 - (8,210) Subtotal - 4,134,634$ - 3,402,742$ - 3,263,223$ - (139,519)$ Total 71.76 35,741,376$ 72.42 25,784,801$ 74.53 28,509,890$ 2.12 2,725,089$ Personnel 5,786,605$ 6,624,787$ 6,610,695$ (14,092)$ Operating 5,418,898 5,124,225 6,412,555 1,288,330 Interdepartmental Charges 2,779,818 2,077,567 3,101,790 1,024,223 Capital 12,382,937 9,775,480 10,158,626 383,146 Debt Service 703,249 850,705 842,495 (8,210) Other Financing 8,669,867 1,332,037 1,383,728 51,691 Total 35,741,376$ 25,784,801$ 28,509,890$ 2,725,089$ Facility Operations and Maintenance (Projects < $3000) Facility Major Maintenance (Projects > $3,000) Equipment Replacement (non-Fleet) STAFFING AND EXPENDITURE BY PROGRAM Rental Housing Licensing & Enforcement Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Building Plan Review and Permit Issuance EXPENDITURE BY CATEGORY Fleet Operations - Preventative Maintenance Facility Renovation and Replacement Capital Improvement Program, Radio Shop and Communications Support 222 Table 6-57: Development and Support Services Division Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget General 12.63 4,107,464$ 12.63 4,210,456$ 12.74 5,442,590$ 0.11 1,232,134$ Capital Development - 386,953 - 132,292 - 73,105 - (59,187) Planning and Development Services 42.26 5,331,635 42.92 5,786,254 44.92 5,886,845 2.00 100,591 .25 Cent Sales Tax - 450,262 - 450,262 - 450,262 - - Fire Training Center - 323,115 - 0 - - - - Fleet 14.77 9,223,020 14.77 11,764,668 14.77 11,159,324 - (605,344) Equipment Replacement 0.40 474,777 0.40 816,426 0.40 1,953,147 - 1,136,721 Facility Renovation and Replacement 1.70 14,670,757 1.70 2,624,443 1.70 3,544,617 - 920,174 Capital Improvement Bond - 773,392 - - - - - - Total 71.76 35,741,376$ 72.42 25,784,801$ 74.53 28,509,890$ 2.11 2,725,089$ STAFFING AND EXPENDITURE BY FUND 223 City of Boulder Public Works Transportation Division 2014 Annual Budget $34,729,825 The mission of the Transportation Division of the Public Works Department is to provide for the mobility of persons and goods by developing and maintaining a safe, efficient, environmentally sound and balanced transportation system with emphasis on providing travel choice through all modes – pedestrian, bicycle, transit, and vehicular transportation including aircraft and airport facilities. Department Overview Administration  Transportation Administration includes the department director and administrative services, with limited support to regional activities such as the US 36 Mayors and Commissioners Coalition. Airport  The Airport consists of the airport manager, airport operations, repair and renovation of city buildings, grounds maintenance, pavement upkeep and repairs, fueling system maintenance, snow removal, planning and management of all capital improvement plan (CIP) projects, and natural resource management. Planning and Operations  Planning and Operations ensures a safe and efficient multi-modal transportation system. This includes the planning, program, and policy work of GO Boulder to design and encourage the use of a multimodal system and the operations work of determining appropriate infrastructure and traffic control, and operating and maintaining traffic control. The work group also monitors the city’s progress towards meeting the goals of the Transportation Master Plan. Public Works - Division of Transportation Administration Project Management Transportation Maintenance Airport Planning and Operations 224 Public Works Transportation Division Project Management  Project Management is responsible for managing the implementation of the transportation capital improvement program projects including the planning, design, permitting, construction, and public outreach of CIP projects. In addition, the group manages major capital maintenance improvements to the roadway, bikeway, and pedestrian system. Transportation Maintenance  Transportation Maintenance includes the maintenance, operations, and repairs to city streets, bike paths, medians, underpasses, and contracted maintenance for state highways. This work group also responds to emergencies and maintains mobility through all weather related events. Table 6-58: Transportation Division Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 4.05 4.05 4.36 Airport 1.00 1.00 1.00 Planning and Operations 18.43 18.43 18.43 Project Management 15.42 15.42 15.42 Transportation Maintenance 17.58 16.83 16.83 Capital Improvement Program 4.05 4.05 4.05 TOTAL STAFFING 60.53 59.78 60.09 Administration 599,803$ 852,284$ 882,500$ Airport 307,637 433,948 336,744 Planning and Operations 8,352,409 8,886,527 9,276,877 Project Management 5,525,557 5,457,846 5,803,312 Transportation Maintenance 2,586,643 2,876,850 3,053,647 Capital Improvement Program 19,579,826 15,176,622 15,376,744 TOTAL EXPENDITURE 36,951,875$ 33,684,077$ 34,729,825$ General 124,515$ 123,821$ 56,387$ Airport 485,687 558,932 2,015,389 Transportation 26,789,107 31,062,495 31,250,478 Transportation Development 1,768,828 716,748 917,490 Transit Pass General Improvement District 14,309 15,081 15,081 Boulder Junction Improvement 547,189 1,207,000 475,000 Capital Improvement Bond 7,222,239 - - TOTAL FUNDING 36,951,874$ 33,684,077$ 34,729,825$ STAFFING EXPENDITURE FUND 225 Public Works Transportation Division 2013 Accomplishments  Made progress on Boulder Junction agreements, design, approvals, and contracting for key public improvements (bridge over Goose Creek, Junction Place, Pearl Multi-way Boulevard)  Improved regional connections on US 36 Managed Lane/Bus Rapid Transit, CDOT’s East Arapahoe project, CDOT intersection improvements on Highway 119 at Jay Road, and Niwot Road  Presented the progress made on the Transportation Master Plan (TMP) 5 -year Update to Council in August  Made progress on Blue Ribbon Commission Transportation Funding Exploration  Coordinated with partners, such as  CU East Campus Planning – joint outreach and planning under the TMP Update umbrella  Community Pass Feasibility Study with Boulder County – consultant selected, analysis underway and initial results expected by late 2013  Eco Pass expansion with Boulder Valley School District- additional schools enrolled faculty and staff  Made progress on capital improvement designs, approvals, and construction related to leveraged funds and the 2011 capital bond program  Caught up on maintenance related to the Capital Bond and additional resources targeting repair of existing system  Evaluated and developed a Snow and Ice Pilot Program for steep grade and significant shaded areas during extended sub-freezing temperatures. Key Initiatives for 2014  Receive acceptance from council on the TMP Update  Make progress and/or complete select segments of key public improvements in Boulder Junction  Support integrated planning efforts related to  Civic Area Planning  East Arapahoe areas of change  CU East Campus planning and development  Boulder Junction – continued planning and implementation  Transit Planning – short and long-term supporting east Boulder area changes  Sustainable Streets and Centers  Access and Parking Management Strategy (AMPS)  Explore the concept of a Community Pass  Provide quality and timely implementation of Capital Bond projects and leverage funding in the Capital Improvement Program. 226 Table 6-59: Transportation Division Significant Changes Between 2013 and 2014 Budget Public Works Transportation Division 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Snow and Ice Control Pilot $ - $ 50,000 $ 50,000 0.00 0.00 0.00 Transportation Maintenance and Increase to Via Contribution - NPE addition - 752,901 752,901 0.00 0.00 0.00 One-time Increase for Transportation O&M and Integrated Planning Efforts - 295,000 295,000 0.00 0.00 0.00 Total Changes, Public Works - Transportation 1,097,901 $ 0.00 TRANSPORTATION FUND 227 Table 6-60: Transportation Division Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Division Administration & Support 4.05 599,803$ 4.05 852,284$ 4.36 882,500$ 0.31 30,216$ Subtotal 4.05 599,803$ 4.05 852,284$ 4.36 882,500$ 0.31 30,216$ Airport Airport Maintenance and Operations 1.00 307,637$ 1.00 433,948$ 1.00 336,744$ - (97,204)$ Subtotal 1.00 307,637$ 1.00 433,948$ 1.00 336,744$ - (97,204)$ Planning and Operations Employee Transportation Program 0.50 51,282$ 0.50 56,659$ 0.50 56,387$ - (272)$ Forest Glen GID (Eco-Pass)- 14,309 - 15,081 - 15,081 - - Multimodal Planning 3.84 825,000 3.84 702,891 3.84 760,079 - 57,188 Signal Maintenance and Upgrade 4.09 967,360 4.09 1,004,557 4.09 1,072,550 - 67,993 Signs and Markings 5.24 1,170,070 5.24 1,253,850 5.24 1,287,732 - 33,882 Street Lighting 0.09 1,201,263 0.09 1,471,648 0.09 1,472,408 - 760 Traffic Engineering 1.32 241,785 1.32 261,143 1.32 311,452 - 50,309 Transit Operations 1.14 3,163,089 1.14 3,294,977 1.14 3,421,719 - 126,742 Transportation System Management 0.20 83,354 0.20 80,621 0.20 104,389 - 23,768 Travel Demand Management 1.99 634,896 1.99 745,100 1.99 775,081 - 29,981 Subtotal 18.43 8,352,409$ 18.43 8,886,527$ 18.43 9,276,877$ - 390,350$ Project Management Sidewalk Repair 0.90 270,907$ 0.90 302,302$ 0.90 314,657$ - 12,355$ Street Repair and Maintenance 14.52 4,954,650 14.52 4,855,544 14.52 5,188,655 - 333,111 3rd Party Construction - 300,000 - 300,000 - 300,000 - - Subtotal 15.42 5,525,557$ 15.42 5,457,846$ 15.42 5,803,312$ - 345,466$ Transportation Maintenance 3.54 510,220$ 3.79 601,721$ 3.79 679,719$ - 77,998$ Graffiti Maintenance 1.45 128,533 1.45 122,755 1.45 123,650 - 895 Median Maintenance 6.34 585,921 5.34 656,230 5.34 655,270 - (960) Street Snow and Ice Control 3.02 881,696 3.02 1,039,868 3.02 1,137,635 - 97,767 Street Sweeping 3.23 480,272 3.23 456,276 3.23 457,373 - 1,097 Subtotal 17.58 2,586,643$ 16.83 2,876,850$ 16.83 3,053,647$ - 176,797$ Capital Improvement Program 4.05 18,209,961$ 4.05 13,522,500$ 4.05 13,657,500$ - 135,000$ Interdepartmental Charges - 1,369,866 - 1,654,122 - 1,719,244 - 65,122 Debt Service - - - - - - - - Subtotal 4.05 19,579,826$ 4.05 15,176,622$ 4.05 15,376,744$ - 200,122$ Total 60.53 36,951,875$ 59.78 33,684,077$ 60.09 34,729,825$ 0.31 1,045,747$ Personnel 5,882,045$ 5,381,114$ 5,687,157$ 306,043$ Operating 10,936,679 9,212,937 10,083,734 870,797 Interdepartmental Charges 1,752,426 1,818,915 1,854,620 35,705 Capital 13,907,649 15,412,656 15,185,070 (227,586) Debt Service - - - - Other Financing 4,473,077 1,858,455 1,919,244 60,789 Total 36,951,875$ 33,684,077$ 34,729,825$ 1,045,748$ Bikeways/Multi-Use Path Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget STAFFING AND EXPENDITURE BY PROGRAM EXPENDITURE BY CATEGORY Capital Improvement Program, Interdepartmental Charges and Debt Service 228 Table 6-60: Transportation Division Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget General 0.50 124,515$ 0.50 123,821$ 0.50 56,387$ - (67,434)$ Airport 1.20 485,687 1.20 558,932 1.20 2,015,389 - 1,456,457 Transportation 58.63 26,789,107 57.88 31,062,495 58.19 31,250,478 0.31 187,983 Transportation Development 0.20 1,768,828 0.20 716,748 0.20 917,490 - 200,742 - 14,309 - 15,081 - 15,081 - - Boulder Junction Improvement - 547,189 - 1,207,000 - 475,000 - (732,000) Capital Improvement Bond - 7,222,239 - - - - - - Total 60.53 36,951,875$ 59.78 33,684,077$ 60.09 34,729,825$ 0.31 1,045,748$ Transit Pass General Improvement District STAFFING AND EXPENDITURE BY FUND 229 City of Boulder Public Works Utilities Division 2014 Annual Budget $56,639,412 The mission of the Utilities Division of the Public Works Department is to provide quality water services, as desired by the community, in a manner which protects human and environmental health and emphasizes sound management of fiscal and natural resources. Our services include:  Potable Water Treatment and Distribution  Water Resources and Hydroelectric Management  Wastewater Collection and Treatment  Stormwater Collection and Conveyance  Water Quality Protection and Enhancement  Infrastructure Planning, Construction and Maintenance  Administration and Emergency Planning/Response Division Overview Planning and Project Management  The Planning and Project Management group provides strategic planning, permitting, public involvement, engineering, construction, and asset management for the water, wastewater, and stormwater/flood management utilities. Distribution and Collection System Maintenance  The Utilities Maintenance group maintains, operates, and repairs the water distribution, wastewater collection, flood control channels, and storm water collection systems of the city. This workgroup also performs all meter reading, maintenance, and repair. Water Resources and Hydroelectric Administration Water Treatment Water Quality Environmental Services Planning and Project Management Distribution and Collection System Maintenance Wastewater Treatment Public Works - Division of Utilities 230 Water Resources and Hydroelectric  The Water Resources and Hydroelectric group manages the city’s municipal raw water supplies and hydroelectric facilities. This group manages the diversion, storage, and delivery of raw water and completes water rights accounting. This work group also manages the leasing of raw water supplies to agricultural users, protects the City’s water rights in water court proceedings, acts as a liaison with ditch companies, and manages the instream flow program for Boulder Creek. Water Treatment  The Water Treatment group operates the two water treatment plants responsible for providing the residents of Boulder with potable water for public health and fire response. This unit ensures compliance with federal and state regulations and with the Safe Drinking Water Act. Wastewater Treatment  The Wastewater Treatment group ensures protection of environmental quality and public health through safe and efficient operation and maintenance of the wastewater treatment facility (WWTF). Operations are managed to be in compliance with federal and state regulations and with the Clean Water Act. Water Quality Environmental Services  Water Quality and Environmental Services serves as a technical resource and provides regulatory support for the Utilities Division and other city departments. Services include implementation of, and support for, regulatory permits, monitoring to meet regulations, and evaluating performance of wastewater treatment and drinking water treatment processes and implementation of programs to protect the health of natural systems. The group also provides project management services in support of integrating water quality enhancement and compliance goals into the city’s Capital Improvement Program. Public Works Utilities Division Table 6-61: Utilities Division Summary Budget 2012 Actual 2013 Approved 2014 Approved Administration 11.37 11.37 11.95 Planning and Project Management 6.92 6.92 6.92 Distribution and Collection System Maintenance 45.00 45.25 45.25 Water Resources and Hydroelectric 7.00 7.00 7.00 Water Treatment 26.00 26.00 26.00 Wastewater Treatment 30.00 29.00 29.00 Water Quality Environmental Services 21.75 21.75 21.75 Capital Improvement Program 6.80 6.30 6.30 TOTAL STAFFING 154.84 153.59 154.17 STAFFING 231 Public Works Utilities Division 2013 Accomplishments  Fully commissioned a new ultraviolet disinfection system at the WWTF  Completed a strategic plan for the Process Automation System (PAS) at the WWTF  Implemented power use monitoring at the WWTF to properly inventory and manage power  Completed update of the Water Conservation Futures Study  Received the “Director’s Award” from the Partnership for Safe Water for both the Betasso and Boulder Reservoir at 63rd Street Water Treatment Facilities  Completed Wonderland Creek Diagonal to Winding Trail Community and Environmental Assessment Process (CEAP) with construction to begin in 2014  Finalized Power Purchase Agreement for the Boulder Canyon Hydro  Completed Kossler Reservoir concrete facing rehabilitation. Key Initiatives for 2014  Participate in state water quality work groups and hearings to evaluate appropriate water quality criteria and regulatory impacts  Conduct modifications to the IBM Lift Station to accommodate overflow protection  Implement optimization efforts and pre-design to address effluent nitrogen compliance at the WWTF  Replace additional waterline to correspond with the timing of street reconstruction that was part of the Capital Investment Bond Program  Continue right-of-way acquisition for the Carter Lake Pipeline project in anticipation of construction in 2018  Begin preliminary design for replacing aging equipment at the Betasso Water Treatment Facility and construction is anticipated to begin in 2016. Table 6-61: Utilities Division Summary Budget (Cont.) 2012 Actual 2013 Approved 2014 Approved Administration 1,757,978$ 2,025,756$ 2,076,140$ Planning and Project Management 1,904,478 2,068,935 2,087,168 Water Resources and Hydroelectric 2,169,830 2,072,539 2,035,907 Water Treatment 4,491,011 4,542,312 4,699,333 Wastewater Treatment 4,845,480 5,300,593 5,134,520 Water Quality Environmental Services 3,227,070 3,481,373 3,508,595 Distribution and Collection System Maintenance 5,670,731 5,988,774 5,851,410 Capital Improvement Program, Cost Allocation, Transfers and Capital Payments 64,243,507 25,734,618 31,246,340 TOTAL EXPENDITURE 88,310,084$ 51,214,900$ 56,639,412$ Transportation 172,362$ 176,573$ 171,232$ Water Utility 30,578,786 27,727,767 26,503,491 Wastewater Utility 52,980,855 15,882,091 16,039,376 Stormwater/Flood Management Utility 4,578,081 7,428,469 13,925,314 TOTAL FUNDING 88,310,084$ 51,214,900$ 56,639,412$ EXPENDITURE FUND 232 Public Works Utilities Division Table 6-62: Utilities Division Significant Changes Between 2013 and 2014 Budget 2013 Approved Budget 2014 Approved Budget Total Change 2013 FTE 2014 FTE FTE Change Energy Costs $ - $ 110,400 $ 110,400 0.00 0.00 0.00 Legal Costs $ - $ 25,000 $ 25,000 0.00 0.00 0.00 Energy Costs - 85,270 85,270 0.00 0.00 0.00 Operating Savings - (204,099) (204,099) 0.00 0.00 0.00 Total Changes, Public Works - Utilities 16,571 $ 0.00 WATER UTILITY FUND WASTEWATER UTILITY FUND 233 Table 6-63: Utilities Division Department Detail Page Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Administration Billing Services 5.75 785,867$ 5.75 828,158$ 5.75 814,363$ - (13,795)$ Division Administration 5.62 972,112 5.62 1,197,598 6.20 1,261,777 0.58 64,179 Subtotal 11.37 1,757,978$ 11.37 2,025,756$ 11.95 2,076,140$ 0.58 50,384$ Planning and Project Management Flood Management 0.75 690,445$ 0.75 571,348$ 0.75 572,713$ - 1,365$ Planning and Project Management 6.17 1,214,032 6.17 1,497,587 6.17 1,514,455 - 16,868 Subtotal 6.92 1,904,478$ 6.92 2,068,935$ 6.92 2,087,168$ - 18,233$ Collection System Maintenance 13.95 1,634,470$ 13.95 1,706,003$ 14.20 1,649,970$ 0.25 (56,033)$ Distribution System Maintenance 14.95 1,972,317 14.95 2,045,111 14.45 1,967,915 (0.50) (77,196) Flood Channel Maintenance 2.55 341,146 2.80 354,668 2.80 344,183 - (10,485) Meter Operations 8.00 1,174,876 8.00 1,234,575 8.00 1,244,881 - 10,306 Storm Sewer Maintenance 5.55 547,922 5.55 648,417 5.80 644,461 0.25 (3,956) Subtotal 45.00 5,670,731$ 45.25 5,988,774$ 45.25 5,851,410$ - (137,364)$ Water Resources and Hydroelectric Hydroelectric Operations 3.00 480,741$ 3.00 443,280$ 3.00 411,838$ - (31,442)$ Raw Water Facilities Operations 2.00 367,144 2.00 392,743 2.00 368,719 - (24,024) Water Resources Operations 2.00 1,321,945 2.00 1,236,516 2.00 1,255,350 - 18,834 Subtotal 7.00 2,169,830$ 7.00 2,072,539$ 7.00 2,035,907$ - (36,632)$ Water Treatment Water Treatment Plants Operations 26.00 4,491,011$ 26.00 4,542,312$ 26.00 4,699,333$ - 157,021$ Subtotal 26.00 4,491,011$ 26.00 4,542,312$ 26.00 4,699,333$ - 157,021$ Wastewater Treatment Marshall Landfill Operations - 23,534$ - 42,166$ - 35,000$ - (7,166)$ 30.00 4,821,946 29.00 5,258,427 29.00 5,099,520 - (158,907) Subtotal 30.00 4,845,480$ 29.00 5,300,593$ 29.00 5,134,520$ - (166,073)$ - 323,863$ - 313,145$ - 313,145$ - -$ Industrial Pretreatment 3.81 367,931 3.81 411,655 3.76 404,402 (0.05) (7,253) Stormwater Permit Compliance 1.76 267,821 1.76 342,785 1.67 338,722 (0.09) (4,063) Stormwater Quality Operations 3.70 431,882 3.70 444,224 3.95 463,218 0.25 18,994 Wastewater Quality Operations 3.99 514,857 3.99 540,772 3.96 588,304 (0.03) 47,532 Water Conservation 1.56 361,555 1.56 461,996 1.51 446,410 (0.05) (15,586) Water Quality Operations 6.93 959,161 6.93 966,796 6.90 954,393 (0.03) (12,403) Subtotal 21.75 3,227,070$ 21.75 3,481,373$ 21.75 3,508,595$ - 27,222$ Capital Improvement Program 6.80 17,996,037$ 6.30 10,267,098$ 6.30 15,640,500$ - 5,373,402$ Cost Allocation/ Transfers - 2,786,942 - 2,877,587 - 3,017,533 - 139,946 Debt Service and Windy Gap - 43,460,527 - 12,589,933 - 12,588,307 - (1,626) Subtotal 6.80 64,243,507$ 6.30 25,734,618$ 6.30 31,246,340$ - 5,511,722$ Total 154.84 88,310,084$ 153.59 51,214,900$ 154.17 56,639,412$ 0.58 5,424,512$ Water Quality Environmental Services Hazardous Materials Management Capital Improvement Program, Cost Allocation, Transfers and Capital Payments STAFFING AND EXPENDITURE BY PROGRAM Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Wastewater Treatment Plant Distribution and Collection System Maintenance 234 Table 6-63: Utilities Division Department Detail Page (Cont.) Standard FTE Amount Standard FTE Amount Standard FTE Amount Standard FTE Amount Variance - 2013 Approved to 2014 Approved2012 Actual 2014 Approved Budget 2013 Approved Budget Personnel 12,836,857$ 13,531,448$ 13,159,877$ (371,571)$ Operating 21,324,835 12,221,629 12,320,070 98,441 Interdepartmental Charges 1,842,757 1,686,896 1,886,475 199,579 Capital 8,364,939 10,864,244 16,300,400 5,436,156 Debt Service 10,185,348 10,033,096 9,955,057 (78,039) Other Financing 33,755,349 2,877,587 3,017,533 139,946 Total 88,310,084$ 51,214,900$ 56,639,412$ 5,424,512$ Transportation 0.80 172,362$ 0.80 176,573$ 0.80 171,232$ - (5,341)$ Water Utility 74.88 30,578,786 74.88 27,727,767 74.57 26,503,491 (0.31) (1,224,276) Wastewater Utility 57.72 52,980,855 56.72 15,882,091 57.12 16,039,376 0.40 157,285 21.44 4,578,081 21.19 7,428,469 21.68 13,925,314 0.49 6,496,845 Total 154.84 88,310,084$ 153.59 51,214,900$ 154.17 56,639,412$ 0.58 5,424,512$ Stormwater/Flood Management STAFFING AND EXPENDITURE BY FUND EXPENDITURE BY CATEGORY 235 City of Boulder FUND FINANCIALS 2014 Annual Budget 236 Table 7-01: General Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance33,344$ 38,530$ 29,99229,354$ 29,971$ 30,219$ 30,463$ 31,456$ Sources of FundsCurrent Revenue-Sales/Use Tax46,206$ 47,777$ 49,512$ 51,171$ 52,885$ 54,604$ 56,351$ 58,154$ Tax Increment (10th & Walnut) surplus1,242 1,284 530- - - - - Food Service Tax660 680 704728 752 777 803 829 Property Tax19,519 19,677 20,12020,647 21,267 21,905 22,562 23,239 Public Safety Property Tax4,917 4,951 5,0625,176 5,332 5,492 5,656 5,826 Cable TV Franchise & PEG Fees1,339 1,339 1,3391,352 1,366 1,380 1,393 1,407 Liquor Occupation Tax633 652 672692 712 734 756 779 Telephone Occupation Tax774 774 774774 774 774 774 774 Utility Occupation Tax16,000 6,000 6,1806,3656,5566,7536,9567,164Accommodation Tax4,267 4,395 5,3565,517 5,682 5,852 6,028 6,209 Admission Tax623 639 655671 688 705 722 741 Xcel Franchise Fee- - - - - - - - Specific Ownership Tax1,431 1,284 1,3101,336 1,362 1,390 1,417 1,446 Tobacco Tax357 357 357357 357 357 357 357 NPP and Other Parking Revenue174 174 157157 157 157 157 157 Meters-Out of Parking Districts555 555 545545 545 545 545 545 Sale of Other Services516 526 537548 559 570 581 593 Sale of Goods84 87 8992 95 97 100 103 Licenses554 400 412424 437 450 464 478 Court Fees and Charges2,299 2,200 2,2002,200 2,200 2,200 2,200 2,200 Parking Violations2,056 2,100 2,1002,100 2,100 2,100 2,100 2,100 Other Fines & Penalties25 26 2727 28 29 30 31 Court Awards-DUI, No Ins. & Seized Property146 150 155160 164 169 174 180 Photo Enforcement Revenue1,331 1,445 1,4451,445 1,445 1,445 1,445 1,445 Other Governmental689 350 361371 382 394 406 418 Interest Income341 300 303309 315 322 328 335 Rental Income127 131 135139 143 147 152 156 Other Revenue324 350 350350 350 350 350 350 Housing/Human Services Fees338 300 148151 154 157 160 163 Parks Fees (see Other Revenue)189 190 271 272 274 275 276 278 Sub-Total Revenue97,716$ 99,092$ 101,803$ 104,076$ 107,082$ 110,129$ 113,244$ 116,456$ GENERAL 237 Table 7-01: General Fund, 2014 Fund Financial Other Revenue-Grants1,086$ 756$ 798$ 605$ 561$ 560$ 560$ 562$ Carryovers and Supplementals from Add'l Revenue 574 - - - - - - Meters-Within Parking Districts2,917 2,800 2,8252,825 2,825 2,825 2,825 2,825 Trash Hauler Occupation Tax1,713 1,656 1,6631,670 1,681 1,697 1,707 1,707 Education Excise Tax (to Fund Balance Reserves)227 - - - - - - - Sub-Total Other Revenue5,943$ 5,786$ 5,286$ 5,100$ 5,067$ 5,082$ 5,092$ 5,094$ Transfers In-Cost Allocation - Current Opr Costs-All Funds7,546$ 7,557$ 7,841$ 8,233$ 8,480$ 8,734$ 8,996$ 9,266$ Other Transfers 1,315 81 116120 123 127 131 135 Mall Reimbursement from CAGID (see Revenue)- - - - - - - - Sub-Total Transfers In8,861$ 7,638$ 7,957$ 8,353$ 8,603$ 8,861$ 9,127$ 9,401$ Total Annual Sources 112,520$ 112,516$ 115,046$ 117,528$ 120,752$ 124,073$ 127,464$ 130,951$ 145,864$ 151,046$ 145,038$ 146,883$ 150,723$ 154,292$ 157,927$ 162,407$ Uses of FundsAllocations (excluding debt and transfers) -City Council180$ 203$ 220$ 227$ 233$ 240$ 248$ 255$ Municipal Court1,822 2,078 2,0472,096 2,159 2,227 2,296 2,368 City Attorney2,116 2,282 2,3402,412 2,485 2,563 2,643 2,726 City Clerk's Office634 637 633653 672 693 715 737 City Manager1,008 1,087 1,1361,171 1,207 1,244 1,283 1,323 West Nile Virus Program241 250 250250 250 250 250 250 Energy Strategy1, 21,033 2,203 2,3122,016 2,076 2,138 2,203 2,269 Conference and Visitors Bureau1,365 1,389 1,5591,701 1,760 1,816 1,878 1,937 Non-departmental152 114 348133 133 133 133 133 Cyber Café Loan Repayments- - 269- - - - - Citywide Memberships118 139 142142 142 142 142 142 Contingency196 159 159159 159 159 159 159 Fuel Contingency6 190 190190 190 190 190 190 Extraordinary Personnel Expense52 120 120120 120 120 120 120 Waste Reduction Project (6400 Arapahoe)1,222 - - - - - - - Total Sources (Including Beginning Fund Balance) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedGENERAL 238 Table 7-01: General Fund, 2014 Fund Financial DUHMD/Parking Svcs1,204 1,292 1,2141,246 1,284 1,324 1,366 1,408 Communications757 827 842868 894 922 951 981 Unemployment & Volunteer Ins125 107 107110 114 117 121 125 Property & Casualty Ins.1,510 1,510 1,6101,610 1,610 1,610 1,610 1,610 Compensated Absences784 844 730753 775 800 825 850 Worker's Compensation (Refund)115 - - - - - - - Information Technology4,212 4,550 4,6504,794 4,939 5,093 5,252 5,416 IT/Technology Funding- 404 404404 404 404 404 404 IT/Telecommunications Funding48 48 4848 48 48 48 48 Human Resources1,614 1,734 2,2042,212 2,279 2,351 2,424 2,500 Finance3,168 3,233 3,5333,560 3,668 3,782 3,900 4,022 Campaign Financing- 46 - 46 - 46 - 46 Police30,368 31,747 32,04133,031 34,032 35,095 36,190 37,320 Fire16,470 16,546 17,48017,728 18,265 18,835 19,423 20,029 Public Works4,229 1,878 1,9742,035 2,097 2,163 2,230 2,300 Municipal Facilities Fund- 880 880880 880 880 880 880 Equipment Replacement- 26 2626 26 26 26 26 Facilities Renovation & Replacement- 1,550 2,6191,669 1,669 1,669 1,669 1,669 Parks4,419 4,616 4,5444,684 4,826 4,977 5,132 5,293 Library and Arts528 559 578596 614 633 653 673 Real Estate (Open Space)146 152 153158 163 168 173 178 Human Services6,776 6,714 6,6616,767 6,972 7,190 7,414 7,645 Housing132 173 158163 168 173 178 184 Humane Society Bldg Loan60 94 9494 94 94 94 94 Community Sustainability 2,313 2,735 1,9741,990 2,601 2,648 2,696 2,745 Police/Fire Old Hire Contribution376 376 626628 629 630 628 627 Boulder Junction Phase I- - - - - - - - Carryovers and Supplementals from Add'l Revenue- 574 - - - - - - Education Excise Tax Programs- - - - - - - - Adjustment to balance Pay Period 27 Reserve- (2,044) - - - - - - Sub-Total Uses of Funds89,499$ 92,022$ 96,876$ 97,369$ 100,639$ 103,593$ 106,546$ 109,681$ Debt-Existing Debt601$ -$ -$ -$ -$ -$ -$ -$ Pension Obligation Bonds688 686 689687 686 685 687 688 CIS Bonds2,755 3,995 3,9953,995 3,994 3,995 3,334 3,331 Waste Reduction Project (6400 Arapahoe)438 698 428423 421 424 421 423 Sub-Total Debt4,482$ 5,379$ 5,112$ 5,105$ 5,101$ 5,104$ 4,442$ 4,442$ 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedGENERAL 239 Table 7-01: General Fund, 2014 Fund Financial Transfers Out-Recreation Activity Fund1,548$ 1,594$ 1,453$ 1,498$ 1,543$ 1,591$ 1,641$ 1,692$ Planning and Development Services Fund1,971 2,130 2,1252,191 2,257 2,328 2,400 2,475 Affordable Housing Fund325 325 240240 240 240 240 240 Library Fund6,298 6,511 6,5876,698 6,901 7,116 7,338 7,567 Open Space Fund (Mountain Parks)1,026 1,072 1,1031,137 1,172 1,208 1,246 1,285 CAGID and UHGID Funds (Parking Meter Revenue) 1,800 1,875 1,9501,950 1,950 1,950 1,950 1,950 CAGID 10th & Walnut debt/costs- - - 371 356 365 349 359 Utilities Fund (Fire Training Center property)93 93 9393 93 93 93 93 Prop and Casualty Fund41 - - - - - - - Transportation Fund (excess Photo Enforcement Rev)106 - - - - - - - Fleet Fund (interfund loan for Valmont Butte)145 145 145145 145 145 145 145 Boulder Junction GID - Parking (interfund loan)- - - 115 107 96 80 80 Adjustment to balance Pay Period 27 Reserve- (290) - - - - - - Sub-Total Transfers Out13,353$ 13,455$ 13,696$ 14,438$ 14,764$ 15,132$ 15,482$ 15,887$ .15% Sales Tax Expenditures- Fund 117-$ -$ -$ -$ -$ -$ -$ -$ Sub-Total .15 Sales Tax-$ -$ -$ -$ -$ -$ -$ -$ Total Uses of Funds107,334$ 110,856$ 115,684$ 116,912$ 120,503$ 123,829$ 126,471$ 130,010$ Current Surplus (Deficit)5,186$ 1,660$ (637)$ 617$ 249$ 244$ 993$ 942$ Less One-Time Expenditures-$ (1,170)$ -$ -$ -$ -$ -$ -$ Annual Surplus (Deficit) 25,186$ 2,830$ (637)$ 617$ 249$ 244$ 993$ 942$ 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedGENERAL 240 Table 7-01: General Fund, 2014 Fund Financial Carryovers and Supplementals from Fund Balance-$ 6,440$ -$ -$ -$ -$ -$ -$ Encumbrance Carryovers from Fund Balance- 1,424 - - - - - - Total Carryovers-$ 7,864$ -$ -$ -$ -$ -$ -$ Use of Pay Period 27 Reserve-$ 2,334$ -$ -$ -$ -$ -$ -$ Ending Fund Balance BeforeReserves38,530$ 29,992$ 29,354$ 29,971$ 30,219$ 30,463$ 31,456$ 32,397$ ReservesReserved per 10% -15% reserve policy10,625$ 16,865$ 17,233$ 17,446$ 17,991$ 18,490$ 18,887$ 19,417$ Legally restricted fund balance1,414 1,414 1,414 1,414 1,414 1,414 1,414 1,414 Restricted by Management3,008 3,008 3,008 3,008 3,008 3,008 3,008 3,008 Wage Accrual Reserve (PP27)2,943 1,101 1,557 2,013 2,469 2,925 3,381 3,837 Total Designations17,990$ 22,388$ 23,212$ 23,881$ 24,882$ 25,837$ 26,690$ 27,676$ Ending Fund Balance After Designations20,540$ 7,604$ 6,142$ 6,090$ 5,337$ 4,625$ 4,766$ 4,721$ 2 Previously titled Clean Energy Study.1 The Utilities Occupation Tax expires at the end of 2017. Starting in 2018, if funding were not continued, either through tax renewal or other means, adjustments to expenditure would be made. For the purposes of current fund balance analysis, we have included ongoing revenue and corresponding expenditure in these years.20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedGENERAL 241 [This page is intentionally blank.] 242 Table 7-02: .25 Cent Sales Tax Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance3,085,100$ 3,566,024$ 809,323$ 871,108$ 741,321$ 974,189$ 1,353,948$ 1,382,635$ Sources of FundsSales Tax7,040,687$ 7,217,733$ 7,470,361$ 7,720,708$ 7,979,548$ 8,238,674$ 8,502,440$ 8,502,440$ Interest33,926 30,000 20,000 20,000 20,000 20,000 20,000 20,000 Intergovernmental Revenue- - - - - - - - Valmont City Park - - 50,000 25,000 25,000 25,000 25,000 25,000 Grants and Donations4,044 - - - - - - - Other Revenue96,766 96,766 96,766 96,766 96,766 96,766 96,766 96,766 Total Sources of Funds7,175,423$ 7,344,499$ 7,637,127$ 7,862,474$ 8,121,314$ 8,380,440$ 8,644,206$ 8,644,206$ Uses of FundsOperatingLand Operations and Maintenance1,503,066$ 1,698,904$ 1,921,249$ 1,929,074$ 2,967,656$ 3,027,009$ 3,087,549$ 3,149,300$ Valmont City Park Operations328,919 188,500 378,942 341,520 348,351 355,318 362,424 369,673 Dept. Administration570,188 610,432 664,124 684,047 704,569 725,706 747,477 769,901 Planning and Project Management127,814 199,233 187,218 192,835 198,620 204,578 210,716 217,037 Sports Field Maintenance548,546 631,703 480,633 490,245 500,050 510,051 520,252 530,657 Civic Park Complex7,740 75,000 75,000 75,000 75,000 75,000 75,000 75,000 Historical & Cultural90,607 50,000 50,000 50,000 50,000 50,000 50,000 50,000 FAM - Ongoing and Major Maintenance450,262 450,262 450,262 450,262 450,262 450,262 450,262 450,262 Capital Refurbishment Projects532,538 650,000 100,000 600,000 1,600,000 1,600,000 2,100,000 2,100,000 Cost Allocation 268,161 266,705 277,065 285,377 293,938 302,756 311,839 321,194 Debt Service2,195,450 2,196,150 2,190,850 2,193,900 - - - - Capital Improvement Program71,208 750,000 800,000 700,000 700,000 700,000 700,000 700,000 Carryover and Encumbrances- 2,334,311 - - - - - - Total Uses of Funds6,694,499$ 10,101,200$ 7,575,342$ 7,992,261$ 7,888,446$ 8,000,681$ 8,615,519$ 8,733,025$ Ending Fund Balance Before Reserves3,566,024$ 809,323$ 871,108$ 741,321$ 974,189$ 1,353,948$ 1,382,635$ 1,293,816$ ReservesNewcomer Legacy-$ -$ 187,949$ -$ -$ -$ -$ -$ Coulehan Memorial- - 32,711 - - - - - Pay Period 27 Reserve60,611 9,300 18,600 27,900 37,200 46,500 55,800 65,100 Sick/Vacation/Bonus Reserve179,124 184,498 190,033 195,734 201,606 207,654 213,883 220,300 Total Reserves239,735$ 193,798$ 429,293$ 223,634$ 238,806$ 254,154$ 269,683$ 285,400$ Ending Fund Balance After Reserves3,326,289$ 615,525$ 441,815$ 517,687$ 735,383$ 1,099,795$ 1,112,952$ 1,008,416$ .25 CENT SALES TAX 243 Table 7-03: Affordable Housing Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance3,938,626$ 15,142,349$ 17,982$ 30,763$ 43,544$ 56,325$ 69,106$ 81,887$ Sources of FundsCash In Lieu of Affordable Units12,773,101$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ 1,000,000$ Transfer from General Fund324,663 324,663 240,000 240,000 240,000 240,000 240,000 240,000 Proceeds from Line of Credit Projects 156,000 156,000 156,000 - - - - - Interest95,471 55,000 30,000 20,000 20,000 20,000 20,000 20,000 Housing Application Fees4,175 4,050 4,131 4,214 4,298 4,384 4,472 4,561 Other49,626 - - - - - - - Total Sources of Funds13,403,036$ 1,539,713$ 1,430,131$ 1,264,214$ 1,264,298$ 1,264,384$ 1,264,472$ 1,264,561$ Uses of FundsProgram Management409,521$ 380,332$ 445,527$ 463,348$ 481,882$ 501,157$ 521,203$ 542,051$ Cost Allocation44,091 44,130 45,844 47,678 49,585 51,569 53,631 55,777 Acquisition, Rehabilitation and Construction1,745,701 7,603,597 925,979 740,407 720,050 698,877 676,856 653,951 Project Carryover and Encumbrances- 8,636,021 - - - - - - Total Uses of Funds2,199,313$ 16,664,080$ 1,417,350$ 1,251,433$ 1,251,517$ 1,251,603$ 1,251,691$ 1,251,779$ Ending Fund Balance Before Reserves15,142,349$ 17,982$ 30,763$ 43,544$ 56,325$ 69,106$ 81,887$ 94,669$ ReservesSick/Vacation/Bonus Liability13,702$ 13,702$ 24,683$ 35,664$ 46,645$ 57,626$ 68,607$ 79,588$ Pay Period 27 Reserve12,561 4,280 6,080 7,880 9,680 11,480 13,280 15,080 Total Reserves26,263$ 17,982$ 30,763$ 43,544$ 56,325$ 69,106$ 81,887$ 94,669$ Ending Fund Balance After Reserves15,116,086$ -$ -$ -$ -$ -$ -$ -$ Notes:There is no requirement for a designated reserve as funds will only be allocated after they have been collected rather than based upon revenue projections. AFFORDABLE HOUSING 244 Table 7-04: Airport Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance390,014$ 398,952$ 759,616$ 692,724$ 776,872$ 865,698$ 956,618$ 1,049,650$ Sources of FundsAirport Rental425,351$ 438,111$ 535,735$ 551,807$ 568,361$ 585,412$ 602,974$ 621,063$ Fuel Flowage Fees11,117 8,303 8,303 8,303 8,303 8,303 8,303 8,303 Federal Grant11,289 - - - - - - - State Grant42,060 - 1,400,000 - - - - - Miscellaneous Revenues288 - - - - - - - Interest on Investments4,519 1,995 4,459 4,295 7,769 8,657 9,566 10,496 Sale of Land- 500,000 - - - - - - Estimated Revenue from ATB's & Carryover- 223,077 - - - - - - Total Sources of Funds494,625$ 1,171,486$ 1,948,497$ 564,405$ 584,433$ 602,372$ 620,843$ 639,863$ Uses of Funds(0.00)3.88%3.88%3.88%3.88%3.88%3.00%Airport Management307,637$ 433,948$ 336,744$ 346,846$ 357,252$ 367,969$ 379,008$ 390,379$ ###Transportation Administration16,241 25,875 25,686 26,457 27,251 28,068 28,910 29,777 ###Cost Allocation98,907 99,109 102,959 106,954 111,104 115,414 119,893 123,489 Capital Improvement Program62,901 - 1,550,000 - - - - - Appropriations from ATBs & Carryover- 251,890 - - - - - - Total Uses of Funds485,687$ 810,822$ 2,015,389$ 480,257$ 495,606$ 511,452$ 527,811$ 543,645$ Ending Fund Balance Before Reserves398,952$ 759,616$ 692,724$ 776,872$ 865,698$ 956,618$ 1,049,650$ 1,145,865$ ReservesDesignated Reserve105,697$ 139,733$ 116,347$ 120,064$ 123,901$ 127,863$ 131,953$ 135,911$ Sick & Vacation Liability Reserve8,964 9,233 9,510 9,795 10,089 10,392 10,704 11,025 Pay Period 27 Reserve - 2013 & 20245,836 1,920 3,220 4,520 5,820 7,120 8,420 9,720 Total Reserves120,497$ 150,886$ 129,077$ 134,380$ 139,811$ 145,375$ 151,076$ 156,656$ Ending Fund Balance After Reserves278,455$ 608,730$ 563,647$ 642,492$ 725,888$ 811,244$ 898,573$ 989,209$ AIRPORT 245 Table 7-05: Boulder Junction Access District (GID) - TDM Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance-$ 14,860$ 30,042$ 110,538$ 211,180$ 243,795$ 225,765$ 177,167$ Sources of Funds Property Tax18,346$ 17,601$ 17,601$ 74,505$ 99,735$ 113,784$ 152,100$ 152,100$ Ownership Tax883 - - - - - - - Payments In Lieu of Taxes - 47,800 113,064 122,259 74,279 58,281 36,858 36,858 Interest on Investment- 128 177 6,853 13,093 15,115 13,997 10,984 Total Sources of Funds19,229$ 65,529$ 130,842$ 203,617$ 187,107$ 187,180$ 202,955$ 199,942$ Uses of FundsTDM Admin Personnel-$ -$ -$ 9,632$ 10,017$ 10,417$ 10,834$ 11,267$ TDM Admin NPE4,3682,547 2,547 2,598 2,650 2,703 2,757 2,812 TDM Program Personnel- - - 19,745 20,535 21,356 22,210 23,099 Eco Pass- 45,000 45,000 66,979 117,301 163,518 207,176 207,176 Car Share- 1,200 1,200 2,035 340 1,975 1,816 1,816 Bike Share- 1,600 1,600 1,986 3,650 5,241 6,760 6,760 Total Uses of Funds4,368$ 50,347$ 50,347$ 102,974$ 154,492$ 205,211$ 251,554$ 252,930$ Ending Fund Balance Before Reserves14,860$ 30,042$ 110,538$ 211,180$ 243,795$ 225,765$ 177,167$ 124,179$ ReservesOperating Reserve437$ 5,035$ 5,035$ 10,297$ 15,449$ 20,521$ 25,155$ 25,293$ Total Reserves437$ 5,035$ 5,035$ 10,297$ 15,449$ 20,521$ 25,155$ 25,293$ Ending Fund Balance After Reserves14,424$ 25,008$ 105,503$ 200,883$ 228,346$ 205,244$ 152,011$ 98,886$ Note:Activity within this fund projected began in 2012. BOULDER JUNCTION ACCESS DISTRICT (GID) - TDM 246 Table 7-06: Boulder Junction Access District (GID) - Parking Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,881$ 7,074$ 21,313$ 35,662$ 3,797$ 6,011$ 8,422$ 11,043$ Sources of FundsProperty Tax13,741$ 26,041$ 26,041$ 139,848$ 176,879$ 185,125$ 261,757$ 261,757$ Ownership Tax662 781 781 4,195 5,306 5,554 7,853 7,853 Interest on Investment72 16 126 221 235 373 522 685 Short term garage parking revenue- - - 54,192 55,818 57,493 59,217 59,217 Long term garage parking revenue- - - 91,901 96,496 99,391 102,373 105,444 Transfer from CAGID for Operating Loan- - - - - - - - Transfer from GF for loan gap payment- - - 114,987 106,665 95,701 80,447 79,612 Total Sources of Funds14,475$ 26,838$ 26,948$ 405,345$ 441,400$ 443,636$ 512,169$ 514,567$ Uses of FundsParking Garage operations - Contract-$ -$ -$ 41,908$ 43,165$ 44,460$ 45,794$ 47,167$ BJAD - GID/ Parking - Admin Personnel- - - 10,017 10,418 10,834 11,268 11,718 BJGID/Admin NonPersonnel6,996 10,314 10,314 10,623 10,942 11,270 11,608 11,957 Transfers to Other Funds- - - - - - - - Payment to CAGID for operating loan2,2852,285 2,285 2,285 2,285 2,285 2,285 2,285 Payment to GF for gap loan- - - - - - - - Capital Acquisition- - - - - - 66,217 66,217 Lease Purchase payment to Pederson Development- - - 372,376 372,376 372,376 372,376 372,376 Total Uses of Funds9,282$ 12,599$ 12,599$ 437,209$ 439,186$ 441,226$ 509,548$ 511,721$ Ending Fund Balance Before Reserves7,074$ 21,313$ 35,662$ 3,797$ 6,011$ 8,422$ 11,043$ 13,889$ ReservesOperating Reserve928$ 1,260$ 1,260$ 43,721$ 43,919$ 44,123$ 50,955$ 51,172$ Total Reserves928$ 1,260$ 1,260$ 43,721$ 43,919$ 44,123$ 50,955$ 51,172$ Ending Fund Balance After Reserves6,146$ 20,053$ 34,402$ (39,924)$ (37,908)$ (35,701)$ (39,912)$ (37,283)$ Note:Activity within this fund projected began in 2011.BOULDER JUNCTION ACCESS DISTRICT (GID) PARKING 247 Table 7-07: Boulder Junction Improvement Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance946,590$ 1,436,505$ 784,273$ 1,034,280$ 1,232,855$ 1,032,944$ 568,751$ 1,214,062$ Sources of FundsTransportation DET2,062$ 243,716$ 572,877$ 215,305$ 113,490$ 126,347$ 73,806$ 458,979$ Transportation Use Tax159,224 101,508 75,875 26,836 33,663 5,664 270,510 60,779 GF Construction Use Tax429,906 258,847 193,482 68,432 85,840 14,444 689,800 154,987 Developer Fees70,000 - - - - - - - Parks Impact Fees- 348,592 506,425 176,030 136,061 134,568 77,704 543,083 Parks Use Tax66,343 42,295 31,615 11,182 14,026 2,360 112,712 25,325 Transfer - Parkland DET (Bldr Jcn)- 117,552 169,879 53,433 41,300 40,847 23,586 106,011 Transfer - Parkland DET (Citywide) 23,079 19,233 38,465 192,325 192,325 161,553 192,325 115,395 Transfer - Transportation CIP 200,000 200,000 200,000 - - - - - Interest on Investments13,667 10,990 5,333 7,033 8,383 7,024 3,868 8,256 Miscellaneous Revenues & Contributions72,823 - - - - - - - Estimated Revenue from ATB's & Carryover- 522,148 - - - - - - Total Sources of Funds1,037,104$ 1,864,881$ 1,793,951$ 750,575$ 625,089$ 492,807$ 1,444,311$ 1,472,815$ Uses of FundsTransportation: Development Coordination185,582$ 125,000$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ -$ Traffic Signals190,550 - - - - 532,000 - - Junction Place Enhancements - Pearl to Goose Creek- 1,082,000 - - - - - - Junction Place Enhancements - Goose Creek to Bluff- - 400,000 477,000 - - - - Pearl Electrical Undergrounding171,057 - - - - - - - Parks:Pocket Park- 194,688 281,539 - 750,000 350,000 350,000 - Historic Depot- - 787,405 - - - - - Rail Plaza - - - - - - 374,000 1,500,000 Appropriations from ATBs & Carryover- 1,115,424 - - - - - - Total Uses of Funds547,189$ 2,517,112$ 1,543,944$ 552,000$ 825,000$ 957,000$ 799,000$ 1,500,000$ Ending Fund Balance 1,436,505$ 784,273$ 1,034,280$ 1,232,855$ 1,032,944$ 568,751$ 1,214,062$ 1,186,876$ BOULDER JUNCTION IMPROVEMENT 248 Table 7-08: Capital Development Fund, 2014 Fund Financial CAPITAL DEVELOPMENT20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance5,907,062$ 6,301,706$ 6,529,974$ 6,762,198$ 7,160,424$ 7,560,405$ 7,962,131$ 8,365,590$ Sources of FundsExcise Taxes86,483$ 91,000$ 138,310$ -$ -$ -$ -$ -$ Interest - Excise Taxes52,629 46,978 31,726 33,940 33,693 33,440 33,180 32,915 Impact Fees634,012 324,169 427,449 427,449 427,449 427,449 427,449 427,449 Interest - Impact Fees8,473 8,529 7,844 10,636 13,352 16,085 18,835 21,602 Total Sources of Funds781,597$ 470,676$ 605,329$ 472,025$ 474,494$ 476,974$ 479,464$ 481,966$ Uses of FundsCost Allocation16,290$ 16,339$ 16,974$ 17,483$ 18,008$ 18,548$ 19,104$ 19,678$ Excise Tax Administration5,779 5,953 6,131 6,315 6,505 6,700 6,901 7,108 Capital Improvement Program- Excise Tax- 110,000 50,000 50,000 50,000 50,000 50,000 50,000 Capital Improvement Program- Impact Fees364,883 - 300,000 - - - - - Carryovers & Encumbrances - Impact Fees- 110,117 - - - - - - Total Uses of Funds386,953$ 242,409$ 373,105$ 73,798$ 74,513$ 75,248$ 76,005$ 76,786$ Ending Fund Balance Before Reserves6,301,706$ 6,529,974$ 6,762,198$ 7,160,424$ 7,560,405$ 7,962,131$ 8,365,590$ 8,770,770$ ReservesRestricted Reserve - Excise Tax500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ Restricted Balance - Excise Tax4,871,551 4,877,237 4,974,168 4,934,310 4,893,490 4,851,682 4,808,857 4,764,986 Restricted Balance - Impact Fee930,155 1,152,736 1,288,029 1,726,114 2,166,915 2,610,449 3,056,733 3,505,784 Total Reserves6,301,706$ 6,529,974$ 6,762,198$ 7,160,424$ 7,560,405$ 7,962,131$ 8,365,590$ 8,770,770$ Ending Fund Balance After Reserves-$ -$ -$ -$ -$ -$ -$ -$ Note: Excise Tax Minimum Reserve $500,000. 249 Table 7-09: 2011 Capital Improvement Bond Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance3,177,039$ 46,345,629$ 22,370,596$ 394,322$ -$ -$ -$ -$ Sources of FundsTransfer from the General Fund281,229$ -$ -$ -$ -$ -$ -$ -$ Other Transfers634,213 - - - - - - - Interest Income123,860 329,054 131,987 2,445 - - - - Capital Improvement Bond Proceeds54,829,997 - - - - - - - Total Sources of Funds55,869,298$ 329,054$ 131,987$ 2,444.80$ -$ -$ -$ -$ Uses of FundsCapital Improvement Bond Capital Projects9,510,208$ 24,304,087$ 22,108,260$ 396,767$ -$ -$ -$ -$ Repayment to Downtown Commercial 300,000 - - - - - - - Repayment to Facility Renovation and 40,000 - - - - - - - Repayment to Permanent Parks and 230,000 - - - - - - - Repayment to Transportation Fund2,618,000 - - - - - - - Repayment to General Fund2,500 - - - - - - - Total Uses of Funds12,700,708$ 24,304,087$ 22,108,260$ 396,767$ -$ -$ -$ -$ Ending Fund Balance Before Reserves46,345,629$ 22,370,596$ 394,322$ -$ -$ -$ -$ -$ Total Reserves-$ -$ -$ -$ -$ -$ -$ -$ Ending Fund Balance After Reserves46,345,629$ 22,370,596$ 394,322$ -$ -$ -$ -$ -$ Note: All bond proceeds were appropriated in 2012. Expenditure amounts shown in 2013, 2014, and 2015 are anticipated expenditures on bond projects through carryover and encumbrance.2011 CAPITAL IMPROVEMENT BOND 250 Table 7-10: Climate Action Plan Fund, 2014 Fund Financial CLIMATE ACTION PLAN20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,354,159$ 829,694$ 101,867$ 101,867$ 101,867$ 101,867$ 101,867$ 101,867$ Sources of FundsClimate Action Plan Tax 1,849,907$ 1,849,786$ 1,840,000$ 1,830,800$ 1,821,646$ 1,812,538$ 453,134$ -$ Transfer from General Fund- - - - - - - - Interest10,940 214 5,600 5,572 5,544 5,516 1,379 - Miscellaneous10,729 - - - - - - - Grant Revenue51,298 - - - - - - - Total Sources of Funds1,922,874$ 1,850,000$ 1,845,600$ 1,836,372$ 1,827,190$ 1,818,054$ 454,514$ -$ Uses of FundsCAP Administration54,112$ 54,811$ 137,353$ 136,666$ 135,982$ 135,303$ 33,827$ -$ CAP Communications- 52,000 85,000 84,575 84,152 83,731 20,933 - Program Tracking and Evaluation- 175,000 110,458 109,906 109,356 108,809 27,202 - Boulder's Energy Future367,116 - - - - - - - Market Innovation- 275,000 180,000 179,100 178,205 177,313 44,328 - Transportation60,000 - - - - - - - EECBG Grant41,875 - - - - - - - Commercial Energy896,917 843,846 860,404 856,102 851,822 847,563 211,891 - Residential Energy1,027,318 449,343 472,385 470,023 467,673 465,335 116,334 - Carryover, Encumbrances and - 727,827 - - - - - - Total Uses of Funds2,447,338$ 2,577,827$ 1,845,600$ 1,836,372$ 1,827,190$ 1,818,054$ 454,514$ -$ Ending Fund Balance Before Reserves829,694$ 101,867$ 101,867$ 101,867$ 101,867$ 101,867$ 101,867$ 101,868$ Reserves Pay Period 27 - 2013 Reserve7,000$ 7,000$ 12,500$ 18,000$ 23,500$ 29,000$ 34,500$ 40,000$ Sick, Vacation, Liability Reserve1,939 2,007 2,077 2,150 2,225 2,303 2,384 2,467 Emergency Reserve50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 Total Reserves58,939$ 59,007$ 64,577$ 70,150$ 75,725$ 81,303$ 86,884$ 92,467$ Ending Fund Balance After Reserves770,755$ 42,860$ 37,290$ 31,717$ 26,141$ 20,564$ 14,983$ 9,401$ Note: CAP Tax sunsets in March of 2018. 251 Table 7-11: Community Development Block Grant Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance-$ -$ -$ -$ -$ -$ -$ -$ Sources of FundsFederal Grant Revenue Received573,616$ -$ -$ -$ -$ -$ -$ -$ Current Year Federal Grant- 719,969 684,180 684,180 684,180 684,180 684,180 684,180 Available Prior Years Grant Balances- 806,363 - - - - - - Sale Proceeds- - - - - - - - Third Party Reimbursements501 - - - - - - - Total Sources of Funds574,116$ 1,526,332$ 684,180$ 684,180$ 684,180$ 684,180$ 684,180$ 684,180$ Uses of FundsProgram Management177,420$ 277,468$ 170,355$ 176,317$ 182,488$ 188,875$ 195,486$ 202,328$ Cost Allocation27,936 27,798 28,878 30,033 31,234 32,484 33,783 35,135 Community Development and Housing Activities368,760 414,703 484,947 477,830 470,457 462,821 454,911 446,717 Program Carryover and Encumbrances- 806,363 - - - - - - Total Uses of Funds574,116$ 1,526,332$ 684,180$ 684,180$ 684,180$ 684,180$ 684,180$ 684,180$ Ending Fund Balance-$ -$ -$ -$ -$ -$ -$ -$ Note: This fund may not have designated reserves as expenditures are funded only on a reimbursement basis by the Department of Housing and Urban Development. COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 252 Table 7-12: Community Housing Assistance Program Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance2,783,852$ 3,346,615$ 19,756$ 28,653$ 32,315$ 36,003$ 39,719$ 43,464$ Sources of Funds1,980,559$ 1,980,559 2,025,122 2,070,687 2,132,807 2,196,792 2,262,695 2,330,576 Base Property Tax1,963,493$ 1,570,851$ 1,593,682$ 1,636,360$ 1,689,854$ 1,740,551$ 1,806,645$ 1,874,724$ De-Bruced Property Tax- 427,440 431,440 440,349 449,156 462,630 462,630 462,630 Housing Excise Tax133,737 100,000 150,000 150,000 200,000 250,000 250,000 250,000 Interest74,802 28,290 19,780 15,640 15,640 15,640 15,640 15,640 Loan repayment- 120,000 120,000 120,000 120,000 120,000 120,000 120,000 Proceeds from Sale of Units943,596 - - - - - - - Other1,984.36 - - - - - - - Total Sources of Funds3,117,612$ 2,246,581$ 2,314,902$ 2,362,349$ 2,474,650$ 2,588,821$ 2,654,915$ 2,722,994$ Uses of FundsOperating:Program Management354,812$ 493,604 588,194$ 611,722$ 636,191$ 661,639$ 688,104$ 715,628$ Cost Allocation38,658 38,629 40,129 41,734 43,404 45,140 46,946 48,823 Excise Tax Administration5,779 5,953 6,131 6,315 6,504 6,700 6,900 7,108 Housing Project Grants/Funding: Acquisition, Rehabilitation and Construction2,155,601 2,633,875 1,671,550 1,698,915 1,784,863 1,871,626 1,909,220 1,947,660 Project Carryover and Encumbrances- 2,401,379 - - - - - - Total Uses of Funds2,554,850$ 5,573,440$ 2,306,005$ 2,358,687$ 2,470,962$ 2,585,105$ 2,651,171$ 2,719,219$ Ending Fund Balance Before Reserves3,346,615$ 19,756$ 28,653$ 32,315$ 36,003$ 39,719$ 43,464$ 47,240$ ReservesSick/Vacation/Bonus Reserve12,002$ 15,916$ 16,553$ 17,215$ 17,903$ 18,619$ 19,364$ 20,139$ Pay Period 27 Reserve11,187 3,840 12,100 15,100 18,100 21,100 24,100 27,100 Total Reserves23,189$ 19,756$ 28,653$ 32,315$ 36,003$ 39,719$ 43,464$ 47,240$ Ending Fund Balance After Reserves3,323,425$ -$ -$ -$ -$ -$ -$ -$ Note: There is no requirement for a designated reserve as the CHAP allocation process allows the Housing Project Funding to function as a reserve.COMMUNITY HOUSING ASSISTANCE PROGRAM 253 Table 7-13: Compensated Absences Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,492,254$ 1,699,871$ 1,825,797$ 1,814,069$ 1,794,827$ 1,766,721$ 1,729,274$ 1,681,980$ Sources of FundsTransfer from the General Fund121,240$ 121,240$ -$ -$ -$ -$ -$ -$ 1% Transfer from the General Fund662,605 722,415 730,411 745,019 759,920 775,118 790,620 806,433 Interest on Investments 16,604 13,713 11,559 12,415 12,336 12,205 12,014 11,759 Total Sources of Funds800,449$ 857,368$ 741,970$ 757,435$ 772,255$ 787,323$ 802,634$ 818,193$ Uses of FundsRetirement and Termination Payout557,472$ 695,976$ 716,855$ 738,361$ 760,511$ 783,327$ 806,827$ 831,031$ Cost Allocation35,361 35,466 36,843 38,317 39,849 41,443 43,101 44,825 Total Uses of Funds592,833$ 731,442$ 753,698$ 776,677$ 800,361$ 824,770$ 849,928$ 875,857$ Ending Fund Balance 1,699,871$ 1,825,797$ 1,814,069$ 1,794,827$ 1,766,721$ 1,729,274$ 1,681,980$ 1,624,316$ COMPENSATED ABSENCES 254 Table 7-14: Computer Replacement Fund, 2014 Fund Financial COMPUTER REPLACEMENT 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance5,887,354$ 6,708,650$ 6,127,048$ 6,048,730$ 5,529,284$ 5,655,826$ 5,574,077$ 5,065,493$ Sources of FundsTransfer In - Worksation contributions1,740,490$ 1,695,704$ 1,771,110$ 1,779,966$ 1,788,865$ 1,797,810$ 1,806,799$ 1,815,833$ Charges to External entities1,481 - - - - - - - Misc Used Equipment Sales9,270 - - - - - - - Interest54,827 45,619 45,018 41,131 37,599 38,460 37,904 34,445 Total Sources of Funds1,806,068$ 1,741,323$ 1,816,128$ 1,821,097$ 1,826,465$ 1,836,269$ 1,844,702$ 1,850,278$ Uses of FundsComputer Replacements 223,489$ 425,000$ 490,694$ 511,971$ 487,592$ 511,971$ 537,570$ 564,448$ Departmental Surplus- - 268,000 - - - - - City-Wide Replacements748,454 1,885,058 1,119,032 1,815,071 1,198,695 1,392,275 1,801,807 2,495,386 Cost Allocation12,829 12,867 13,367 13,501 13,636 13,772 13,910 14,049 Total Uses of Funds984,772$ 2,322,925$ 1,891,092$ 2,340,543$ 1,699,922$ 1,918,018$ 2,353,286$ 3,073,883$ Ending Fund Balance Before Reserves6,708,650$ 6,127,048$ 6,052,084$ 5,529,284$ 5,655,826$ 5,574,077$ 5,065,493$ 3,841,888$ ReservesReplacement ReserveBeginning Reserve Requirement 3,349,179$ 3,977,323$ 3,194,777$ 3,559,659$ 3,422,161$ 3,894,444$ 4,277,751$ 4,327,844$ Annual Increase to Replacement Reserve849,463 701,811 702,864 738,007 774,907 813,652 895,709 940,494 Decrease for Replacement Purchases(221,318) (1,484,357) (337,982) (875,504) (302,624) (430,345) (845,616) (1,431,760) Total Reserves3,977,323$ 3,194,777$ 3,559,659$ 3,422,161$ 3,894,444$ 4,277,751$ 4,327,844$ 3,836,578$ Ending Fund Balance After Reserves2,731,327$ 2,932,271$ 2,492,426$ 2,107,123$ 1,761,382$ 1,296,326$ 737,649$ 5,310$ 255 [This page is intentionally blank.] 256 Table 7-15: Downtown Commercial District Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance3,305,492$ 4,334,420$ 3,860,107$ 4,924,669$ 6,050,476$ 7,187,316$ 8,251,323$ 9,235,664$ Sources of FundsProperty/Owner. Tax1,099,435$ 1,085,126$ 1,105,829$ 1,127,946$ 1,150,505$ 1,173,515$ 1,196,986$ 1,220,925$ Short Term Fees 1,627,296 1,455,125 1,600,625 1,617,805 1,632,127 1,646,592 1,661,201 1,672,804 Long Term Fees2,528,330 2,489,160 2,660,973 2,660,973 2,767,412 2,767,412 2,791,820 2,791,820 Meterhood & Tokens 31,280 35,000 35,000 35,000 35,000 35,000 35,000 35,000 Interest38,844 34,602 22,775 30,533 37,513 44,561 51,158 57,261 Rental Income161,566 185,000 180,500 182,300 184,118 185,954 187,809 189,682 Miscellaneous324,818 21,138 20,535 20,618 20,701 20,785 20,870 20,956 Transfers In Meters1,400,000 1,475,000 1,525,000 1,525,000 1,525,000 1,525,000 1,525,000 1,525,000 Transfer in for 1000 Walnut - - - 371,208 356,263 364,751 348,807 359,495 Tax Increment Financing1,765,929 1,462,295 889,575 - - - - - 10th and Walnut Other Revenue7,832,91638,76439,151 39,543 39,938 40,338 40,741 41,149 Total Sources of Funds16,810,415$ 8,281,210$ 8,079,963$ 7,610,926$ 7,748,577$ 7,803,908$ 7,859,392$ 7,914,092$ Uses of FundsParking Operations1,678,014$ 1,921,807$ 1,935,867$ 1,992,343$ 2,050,659$ 2,110,880$ 2,173,074$ 2,237,311$ Major Maintenance/Improvements - Parking613,600 250,000 250,000 250,000 250,000 250,000 250,000 250,000 Downtown & University Hill Management Division910,714 994,184 997,394 1,029,038 1,061,782 1,095,668 1,130,737 1,167,035 Eco-Pass Program773,750 793,125 843,125 859,988 877,187 894,731 912,626 930,878 Major Maintenance/Improvements - Downtown204,741 225,000 225,000 104,040 106,121 108,243 110,408 110,408 Sick/Vacation Accrual25,636 12,555 12,555 13,057 13,579 14,123 14,688 15,275 Capital Replacement Reserve190,675 165,675 165,675 165,675 165,675 165,675 165,675 165,675 Series 1998 - Debt1,007,283 1,008,000 1,012,910 1,016,920 1,021,498 1,024,093 1,030,013 - Bond Refunding8,017,672 - - - - - - - Series 2003 (10th and Walnut) - Debt911,558 927,752 817,214 819,301 821,088 822,574 823,761 826,890 Cost Allocation 231,199 229,373 238,283 247,814 257,727 268,036 278,757 289,907 Carryover, Encumbrances and Adjustments- 1,290,035 - - - - - - Excess TIF to City of Boulder1,242,282 950,572 529,933 - - - - - Total Uses of Funds15,807,123$ 8,768,078$ 7,027,956$ 6,498,176$ 6,625,317$ 6,754,024$ 6,889,739$ 5,993,379$ Less: Sick/Vacation Accrual Adjustment(25,636)$ (12,555)$ (12,555)$ (13,057)$ (13,579)$ (14,123)$ (14,688)$ (15,275)$ Ending Fund Balance Before Reserves4,334,420$ 3,860,107$ 4,924,669$ 6,050,476$ 7,187,316$ 8,251,323$ 9,235,664$ 11,171,652$ DOWNTOWN COMMERCIAL DISTRICT 257 Table 7-15: Downtown Commercial District Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedReservesDesignated Reserve439,713$ 436,235$ 442,962$ 441,414$ 452,500$ 463,932$ 475,721$ 487,658$ Pay Period 27 - 2013 Reserve60,93672,73686,23699,736113,236126,736140,236153,736Sick and Vacation Liability Reserve130,670143,225155,780168,837182,417196,539211,227226,502Reserve-CAGID 10th and Walnut Debt Service285,089285,089285,089285,089285,089285,089285,089285,089Total Reserves916,408$ 937,285$ 970,067$ 995,076$ 1,033,242$ 1,072,296$ 1,112,273$ 1,152,985$ Ending Fund Balance After Reserves3,418,012$ 2,922,822$ 3,954,603$ 5,055,400$ 6,154,074$ 7,179,027$ 8,123,392$ 10,018,667$ 258 Table 7-16: Equipment Replacement Fund, 2014 Fund Financial 20122013201420152016201720182019Actual RevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance5,655,567$ 6,126,607$ 4,918,163$ 3,767,347$ 4,013,434$ 4,289,839$ 4,607,033$ 5,117,896$ Sources of FundsDepartment Contributions866,821$ 740,843$ 773,314$ 796,513$ 820,409$ 845,021$ 870,372$ 896,483$ Interest on Investments 50,238 30,234 29,017 23,358 24,883 26,597 28,564 31,731 Estimated Revenue from ATB's & Carryover- 35,324 - - - - - - Miscellaneous Revenues28,758 - - - - - - - Total Sources of Funds945,817$ 806,401$ 802,331$ 819,871$ 845,292$ 871,618$ 898,935$ 928,214$ Uses of FundsEquipment Purchases428,140$ 756,347$ 1,892,623$ 511,444$ 504,677$ 488,289$ 319,954$ 442,375$ Support Services28,692 42,089 41,835 43,090 44,383 45,714 47,086 48,498 Cost Allocation17,946 17,990 18,689 19,250 19,827 20,422 21,035 21,666 Appropriations from ATBs & Carryover- 1,198,420 - - - - - - Total Uses of Funds474,778$ 2,014,846$ 1,953,147$ 573,784$ 568,887$ 554,426$ 388,074$ 512,539$ Ending Fund Balance Before Reserves6,126,607$ 4,918,163$ 3,767,347$ 4,013,434$ 4,289,839$ 4,607,033$ 5,117,896$ 5,533,572$ ReservesPay Period 27 Reserve1,140$ 255$ 505$ 755$ 1,005$ 1,255$ 1,505$ 1,755$ Department Balances6,125,467 4,917,908 3,766,842 4,012,679 4,288,834 4,605,778 5,116,391 5,531,817 Total Reserves6,126,607$ 4,918,163$ 3,767,347$ 4,013,434$ 4,289,839$ 4,607,033$ 5,117,896$ 5,533,572$ Ending Fund Balance After Reserves-$ -$ -$ -$ -$ -$ -$ -$ Note: Minimum Fund Balance: $636,783 or 10% Projected Equipment Replacement Value.EQUIPMENT REPLACEMENT 259 Table 7-17: Facility Renovation and Replacement Fund, 2014 Fund Financial 20122013201420152016201720182019Actual RevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance7,688,579$ 7,163,815$ 2,475,606$ 2,824,881$ 2,890,600$ 2,889,023$ 3,367,438$ 3,986,434$ Sources of FundsDepartment Contributions1,809,891$ 480,985$ 480,985$ 480,985$ 480,985$ 480,985$ 480,985$ 480,985$ Transfers From Major Maintenance1,468,841 1,549,778 2,700,841 1,750,841 1,750,841 1,750,841 1,750,841 1,750,841 Energy Performance Contract10,395,793 825,000 697,121 672,121 672,121 672,121 672,121 672,121 Other Revenues370,459 - - - - - - - Interest Earnings101,010 50,916 14,945 15,866 16,274 15,768 18,734 18,852 Estimated Revenue from ATB's & Carryover- 149,679 - - - - - - Total Sources of Funds14,145,993$ 3,056,358$ 3,893,892$ 2,919,813$ 2,920,221$ 2,919,715$ 2,922,681$ 2,922,799$ Uses of FundsOperating Project Expenses2,221,051$ 594,000$ 1,644,000$ 694,000$ 694,000$ 694,000$ 694,000$ 694,000$ Energy Performance Contract10,719,381 - - - - - - - Support Services27,279 23,716 23,312 24,011 24,732 25,474 26,238 27,025 Cost Allocation45,967 46,022 47,810 49,244 50,722 52,243 53,811 55,425 Energy Efficiency Lease695,829 850,705 842,495 856,839 875,344 900,583 929,637 960,079 Capital Improvements Program961,251 1,110,000 987,000 1,230,000 1,277,000 769,000 600,000 2,200,000 Appropriations from ATBs & Carryover- 5,120,124 - - - - - - Total Uses of Funds14,670,758$ 7,744,567$ 3,544,617$ 2,854,095$ 2,921,797$ 2,441,300$ 2,303,685$ 3,936,529$ Ending Fund Balance Before Reserves7,163,815$ 2,475,606$ 2,824,881$ 2,890,600$ 2,889,023$ 3,367,438$ 3,986,434$ 2,972,704$ ReservesReserve for Wage Accrual Appropriation3,828$ 890$ 1,490$ 2,090$ 2,690$ 3,290$ 3,890$ 4,490$ Departmental Balances7,023,481 2,338,210 2,686,885 2,752,004 2,749,828 3,227,643 3,846,038 2,831,708 Dushanbe Teahouse Balance136,505 136,505 136,505 136,505 136,505 136,505 136,505 136,505 7,163,814$ 2,475,605$ 2,824,880$ 2,890,600$ 2,889,022$ 3,367,438$ 3,986,434$ 2,972,704$ Ending Fund Balance After Reserves-$ -$ -$ -$ -$ -$ -$ -$ FACILITY RENOVATION AND REPLACEMENT 260 Table 7-18: Fleet Operations Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance282,330$ 282,850$ 597,956$ 599,920$ 628,166$ 656,787$ 685,795$ 715,202$ Sources of FundsVehicle Charges2,765,411$ 2,812,957$ 2,823,336$ 3,271,644$ 3,411,555$ 3,467,742$ 3,606,390$ 3,424,074$ Vehicle Acquisition Charges479,957 751,233 618,220 308,715 285,098 348,696 333,429 642,831 Interest Earnings1,395 2,008 3,528 3,720 3,895 4,072 4,252 4,434 Other375,848 371,000 371,000 371,000 371,000 371,000 371,000 371,000 Total Sources of Funds3,622,611$ 3,937,198$ 3,816,084$ 3,955,079$ 4,071,548$ 4,191,510$ 4,315,071$ 4,442,339$ Uses of FundsOperating Expenditures3,313,460$ 3,313,460$ 3,496,686$ 3,601,587$ 3,709,634$ 3,820,923$ 3,935,551$ 4,053,617$ Building Replacement57,055 57,055 57,055 57,055 57,055 57,055 57,055 57,055 Cost Allocation251,577 251,577 260,380 268,191 276,237 284,524 293,060 301,851 Total Uses of Funds3,622,092$ 3,622,092$ 3,814,121$ 3,926,833$ 4,042,926$ 4,162,502$ 4,285,666$ 4,412,524$ Ending Fund Balance Before Reserves282,850$ 597,956$ 599,920$ 628,166$ 656,787$ 685,795$ 715,202$ 745,018$ ReservesPay Period 27 Reserve56,033$ 16,400$ 25,900$ 35,400$ 44,900$ 54,400$ 63,900$ 73,400$ Sick/Vacation/Bonus Reserve178,626 185,072 191,518 197,964 204,410 210,856 217,302 223,748 Operating Reserve 48,191 396,484 382,502 394,802 407,477 420,539 434,000 447,870 Total Reserves282,850$ 597,956$ 599,920$ 628,166$ 656,787$ 685,795$ 715,202$ 745,018$ Ending Fund Balance After Reserves-$ -$ -$ -$ -$ -$ -$ -$ FLEET OPERATIONS 261 Table 7-19: Fleet Replacement Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance10,072,071$ 9,933,921$ 6,142,867$ 5,017,715$ 6,863,693$ 8,981,993$ 10,609,215$ 12,450,510$ Sources of FundsFleet Replacement Charges4,852,342$ 4,740,164$ 5,648,788$ 5,378,870$ 5,443,384$ 5,484,721$ 5,563,640$ 5,612,123$ Sale of Assets332,654 371,861 361,019 207,814 196,123 227,605 220,047 373,201 Interest Earnings103,775 70,531 36,243 31,110 42,555 55,688 65,777 77,193 Other174,008 174,008 174,000 174,000 174,000 174,000 174,000 174,000 Total Sources of Funds5,462,779$ 5,356,564$ 6,220,051$ 5,791,793$ 5,856,062$ 5,942,015$ 6,023,464$ 6,236,517$ Uses of FundsFleet Purchases5,443,929$ 7,762,022$ 7,182,201$ 3,778,438$ 3,565,878$ 4,138,267$ 4,000,862$ 6,785,477$ Support Services55,985 59,750 59,054 60,826 62,650 64,530 66,466 68,460 Building Replacement17,155 17,155 17,155 17,155 17,155 17,155 17,155 17,155 Cost Allocation83,859 83,859 86,793 89,397 92,079 94,841 97,687 100,617 Appropriations from ATBs & Carryover- 1,224,832 - - - - - - Total Uses of Funds5,600,928$ 9,147,618$ 7,345,203$ 3,945,816$ 3,737,762$ 4,314,793$ 4,182,169$ 6,971,709$ Ending Fund Balance 9,933,921$ 6,142,867$ 5,017,715$ 6,863,693$ 8,981,993$ 10,609,215$ 12,450,510$ 11,715,318$ Note: Minimum Fund Balance: 10% Value of Fleet = $3.2 million.FLEET REPLACEMENT 262 Table 7-20: Home Investment Partnership Grant Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance-$ -$ -$ -$ -$ -$ -$ -$ Sources of FundsCurrent Year Federal Grant1,060,627$ 800,445$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ Available Prior Years Grant Balances- 1,866,339 - - - - - - Third Party Reimbursements455 - - - - - - - Total Sources of Funds1,061,081$ 2,666,784$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ Uses of FundsProgram Management104,034$ 53,448$ 48,741$ 53,444$ 52,971$ 52,479$ 51,967$ 51,435$ Cost Allocation10,957 10,948 11,373 11,828 12,301 12,793 13,305 13,837 HOME Consortium to Other Communities794,620 375,849 380,960 380,960 380,960 380,960 380,960 380,960 Housing Activities151,469 360,200 370,257 365,099 365,099 365,099 365,099 365,099 Program Carryover and Encumbrances- 1,866,339 - - - - - - Total Uses of Funds1,061,081$ 2,666,784$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ 811,331$ Ending Fund Balance-$ -$ -$ -$ -$ -$ -$ -$ Note: This fund may not have designated reserves as expenditures are funded only on a reimbursement basis by the Department of Housing and Urban Development. HOME INVESTMENT PARTNERSHIP GRANT 263 Table 7-21: Library Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,219,816$ 1,438,032$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ Sources of FundsProperty Tax818,838$ 824,408$ 842,957$ 861,924$ 887,781$ 914,415$ 941,847$ 970,103$ Overdue Fines and Fees164,278 120,000 120,000 120,000 120,000 120,000 120,000 120,000 Facility Rental5,224 8,600 8,600 8,600 8,600 8,600 8,600 8,600 Interest on Investment18,290 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Miscellaneous and Third Party Revenues51,896 24,000 24,000 24,000 24,000 24,000 24,000 24,000 Grants56,449 32,492 31,713 32,506 33,318 34,151 35,005 35,880 Transfer from the General Fund6,297,549 6,549,677 6,586,733 6,740,152 6,890,591 7,044,254 7,201,210 7,361,526 Total Sources of Funds7,412,523$ 7,574,177$ 7,629,003$ 7,802,181$ 7,979,291$ 8,160,421$ 8,345,662$ 8,535,109$ Uses of FundsLibrary Administration752,564$ 585,227$ 568,908$ 581,822$ 595,030$ 608,537$ 622,351$ 636,478$ Library Facility Operations3,872,038 3,790,258 3,573,173 3,654,284 3,737,236 3,822,072 3,908,833 3,997,563 Programs531,232 573,162 493,604 504,809 516,268 527,987 539,973 552,230 Library Materials894,782 805,890 805,890 824,184 842,893 862,026 881,594 901,607 Library IT578,541 1,221,653 1,485,477 1,519,197 1,553,683 1,588,952 1,625,021 1,661,909 Facility Maintenance565,150 597,987 701,951 717,885 734,181 750,847 767,891 785,323 Carryover and Encumbrances- 60,721 - - - - - - Adjustments to Base- 18,720 - - - - - - Total Uses of Funds7,194,307$ 7,653,618$ 7,629,003$ 7,802,181$ 7,979,291$ 8,160,421$ 8,345,662$ 8,535,109$ Ending Fund Balance Before Reserves1,438,032$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ 1,358,591$ ReservesOperating Reserve111,497$ 102,450$ 104,227$ 106,203$ 108,870$ 111,617$ 114,445$ 117,358$ Total Reserves111,497$ 102,450$ 104,227$ 106,203$ 108,870$ 111,617$ 114,445$ 117,358$ Ending Fund Balance After Reserves1,326,535$ 1,256,141$ 1,254,364$ 1,252,388$ 1,249,721$ 1,246,975$ 1,244,146$ 1,241,233$ Note:Operating reserve equal 10% of Library fund revenues excluding transfers from the general fund.LIBRARY 264 Table 7-22: Lottery Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,228,134$ 1,156,405$ 212,496$ 213,750$ 215,075$ 216,408$ 217,750$ 219,100$ Sources of FundsIntergovernmental Revenues979,990$ 836,000$ 836,000$ 836,000$ 836,000$ 836,000$ 836,000$ 836,000$ Interest Income12,526 9,945 1,254 1,325 1,333 1,342 1,350 1,358 Total Sources of Funds992,516$ 845,945$ 837,254$ 837,325$ 837,333$ 837,342$ 837,350$ 837,358$ Uses of FundsOperating-Habitat Restoration - P & R133,368$ 125,000$ 125,000$ 125,000$ 125,000$ 125,000$ 125,000$ 125,000$ Renovation and Refurbishment - P & R- 18,000 18,000 30,300 - - - - Capital-Playground and Irrigation Renovation297,601 200,000 200,000 200,000 230,300 230,300 230,300 230,300 Tributary Greenways - Public Works7,328 150,000 150,000 125,400 125,400 125,400 125,400 125,400 Capital Projects - OSMP525,589 343,000 343,000 355,300 355,300 355,300 355,300 355,300 Capital Projects - P & R100,357 - - - - - - - Carryover and Encumbrances- 953,854 - - - - - - Total Uses of Funds1,064,244$ 1,789,854$ 836,000$ 836,000$ 836,000$ 836,000$ 836,000$ 836,000$ Ending Fund Balance 1,156,405$ 212,496$ 213,750$ 215,075$ 216,408$ 217,750$ 219,100$ 220,458$ LOTTERY 265 [This page is intentionally blank.] 266 Table 7-23: Open Space Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance13,219,306$ 18,917,725$ 13,214,241$ 14,104,894$ 17,917,866$ 20,533,952$ 26,397,632$ 32,939,400$ Sources of FundsNet Sales Tax Revenue24,843,163$ 25,406,420$ 26,295,672$ 27,176,894$ 28,088,010$ 29,000,132$ 29,928,588$ 19,303,939$ Investment Income324,723 325,000 325,000 325,000 325,000 325,000 325,000 325,000 Lease and Miscellaneous Revenue733,655 485,909 485,909 485,909 485,909 325,000 325,000 325,000 Sale of Property893,731 - - - - - - - Funds from CDOT for Granite acquisition- 1,300,000 - - - - - - General Fund Transfer10257531,072,174 1,103,384 1,137,095 1,171,553 1,208,122 1,245,832 1,284,720 Grants222,983 25,500 - - - - - - Total Sources of Funds28,044,008$ 28,615,003$ 28,209,965$ 29,124,898$ 30,070,472$ 30,858,254$ 31,824,420$ 21,238,659$ Uses of FundsGeneral Operating Expenditures10,061,560$ 11,750,079$ 11,723,191$ 12,490,150$ 12,546,271$ 12,922,659$ 13,310,339$ 13,709,649$ Increase to 2013 base- - 755,639 - - - - - Operating Supplemental and Carryover- 260,087 - - - - - - Vehicle Acquisition- - - - 300,000 - - - Cost Allocation1,070,853 1,066,954 1,108,400 1,163,820 1,222,011 1,283,112 1,347,267 1,414,630 Capital-Real Estate Acquisition CIP1,599,195 3,400,000 5,400,000 5,400,000 5,400,000 5,400,000 5,400,000 5,400,000 Capital-Real Estate Acquisition Carryover- 5,571,422 - - - - - Capital-Water Rights Acquisition CIP21,761 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Capital-Water Acquisition Carryover- 187,817 - - - - - - Capital-South Boulder Creek Instream Flow- 100,000 100,000 150,000 2,000,000 - - - Capital-So Bldr Crk Instream Flow Carryover- 50,000 - - - - - - Capital-North TSA- 50,000 50,000 50,000 100,000 200,000 100,000 50,000 Capital-Reroute Flagstaff Trail- - 120,000 - - - - - Capital-Reroute Green Mtn. West Ridge- - 60,000 - - - - - Capital-Reroute Saddle Rock Trail- - 65,000 - - - - - Capital- Reroute Ute and Range View Trails- - 65,000 - - - - - Capital-West TSA169,486 450,000 500,000 550,000 550,000 450,000 600,000 50,000 Capital-East TSA- - - - - 50,000 50,000 200,000 Capital-Mineral Rights Acquisition- 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Capital-Mineral Acquisition Carryover- 261,184 - - - - - - Capital-Visitor Infrastructure CIP826,114 400,000 350,000 300,000 250,000 200,000 200,000 500,000 Capital-VI CIP Carryover- 803,712 - - - - - - Capital-Highway 93 Underpass Carryover- 1,000,000 - - - - - - Debt Service - BMPA1,734,407 1,597,457 1,500,969 1,110,243 996,341 395,842 169,282 69,366 Debt Service - Bonds & Notes6,862,213 7,069,775 5,221,113 3,797,712 3,789,762 3,792,962 3,805,763 2,025,231 Total Uses of Funds22,345,589$ 34,318,487$ 27,319,312$ 25,311,926$ 27,454,386$ 24,994,575$ 25,282,651$ 23,718,876$ OPEN SPACE 267 Table 7-23: Open Space Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedEnding Fund Balance Before Reserves18,917,725$ 13,214,241$ 14,104,894$ 17,917,866$ 20,533,952$ 26,397,632$ 32,939,400$ 30,459,183$ ReservesOSBT Contingency Reserve5,475,000$ 5,475,000$ 3,500,000$ 2,500,000$ 2,400,000$ 2,000,000$ 2,000,000$ 1,100,000$ Pay Period 27 Reserve287,270 - 45,000 95,000 145,000 195,000 - - Sick/Vacation/Bonus Reserve490,000 490,000 490,000 490,000 490,000 490,000 490,000 490,000 Property and Casualty Reserve400,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000 South Boulder Creek Flow Reserve 1,150,000 1,450,000 1,750,000 2,000,000 - - - - Vehicle Acquisition Reserve- - 150,000 300,000 Facility Maintenance Reserve- - 100,000 200,000 300,000 400,000 500,000 600,000 Total Reserves7,802,270$ 7,815,000$ 6,435,000$ 5,985,000$ 3,735,000$ 3,485,000$ 3,390,000$ 2,590,000$ Ending Fund Balance After Reserves11,115,455$ 5,399,241$ 7,669,894$ 11,932,866$ 16,798,952$ 22,912,632$ 29,549,400$ 27,869,183$ 268 Table 7-24: Permanent Parks and Recreation Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance2,200,846$ 2,096,235$ 694,157$ 424,658$ 539,808$ 611,264$ 835,727$ 1,164,951$ Sources of FundsProperty Tax2,213,248$ 2,228,129$ 2,278,262$ 2,336,298$ 2,406,386$ 2,478,578$ 2,552,935$ 2,629,523$ Interest24,168 15,000 7,362 7,362 7,362 7,362 7,362 7,362 Parks Development Excise Taxes135,772 137,649 - - - - - - Recreation Development Excise Taxes33,944 34,414 - - - - - - Other Revenues19,822 19,822 19,822 19,822 19,822 19,822 19,822 19,822 Transfers from Fund 260230,000 - - - - - - - Parkland DET (Bldr Junction)- 246,530 169,879 23,953 17,348 40,847 23,586 23,586 Parkland DET (City-wide)85,046 - 38,465 192,325 192,325 161,553 192,325 192,325 Total Sources of Funds2,742,000$ 2,681,544$ 2,513,790$ 2,579,760$ 2,643,243$ 2,708,162$ 2,796,030$ 2,872,618$ Uses of FundsOperations and Construction Management525,825$ 811,200$ 786,124$ 801,846$ 817,883$ 834,241$ 850,925$ 867,944$ Boulder Junction Transfer- 221,831 208,344 216,278 209,673 202,400 215,911 215,911 Capital Refurbishment Projects384,789 - 700,000 300,000 300,000 300,000 500,000 600,000 Cost Allocation109,087 79,598 82,690 85,171 87,726 90,358 93,068 95,860 Excise Tax Collection- 5,953 6,131 6,315 6,505 6,700 6,901 7,108 Capital Improvement Program1,826,910 1,680,000 1,000,000 1,055,000 1,150,000 1,050,000 800,000 800,000 Carryover and Encumbrances- 1,285,040 - - - - - - Total Uses of Funds2,846,611$ 4,083,622$ 2,783,289$ 2,464,610$ 2,571,787$ 2,483,698$ 2,466,806$ 2,586,823$ - Ending Fund Balance Before Reserves2,096,235$ 694,157$ 424,658$ 539,808$ 611,264$ 835,727$ 1,164,951$ 1,450,745$ ReservesPay Period 27 Reserve25,816$ 5,500$ 11,000$ 16,500$ 22,000$ 27,500$ 33,000$ 38,500$ Sick/Vacation/Bonus Reserve55,634 60,126 61,930 63,788 65,701 67,672 69,703 71,794 Total Reserves81,450$ 65,626$ 72,930$ 80,288$ 87,701$ 95,172$ 102,703$ 110,294$ Ending Fund Balance After Reserves2,014,785$ 628,531$ 351,729$ 459,520$ 523,563$ 740,555$ 1,062,248$ 1,340,451$ PERMANENT PARKS AND RECREATION 269 Table 7-25: Planning and Development Services Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance5,685,978$ 7,426,321$ 5,021,900$ 3,680,481$ 2,544,451$ 2,699,846$ 2,886,428$ 3,106,629$ Sources of FundsGeneral Fund Transfer 1,993,702$ 2,130,365$ 2,125,385$ 2,190,685$ 2,257,071$ 2,327,524$ 2,400,176$ 2,475,095$ Restricted Funds' Transfers (Public Works)736,614 758,712 781,473 804,918 829,065 853,937 879,555 905,942 Restricted Funds' Transfers (Excise Tax Administration)28,897 29,764 24,525 25,261 26,019 26,799 27,603 28,431 Grants15,000 21,453 - - - - - - State Historic Tax Credit390 - - - - - - - Fees & Permits 7,479,531 5,845,290 6,144,405 6,365,404 6,594,500 6,831,995 7,078,200 7,333,442 Interest on Investments62,030 90,797 100,438 73,610 50,889 53,997 57,729 62,133 Total Sources of Funds10,316,164$ 8,876,381$ 9,176,226$ 9,459,877$ 9,757,544$ 10,094,252$ 10,443,263$ 10,805,042$ Uses of FundsAdministrative, Financial and Communications Services1,731,302$ 1,814,272$ 1,997,637$ 2,057,566$ 1,914,323$ 1,971,753$ 2,030,905$ 2,091,833$ Information Resources 1,103,978 1,259,674 1,238,030 1,275,171 1,132,146 1,166,110 1,201,094 1,237,126 Comprehensive Planning 834,917 883,313 1,102,167 1,135,232 874,709 900,951 927,979 955,819 Land Use Review909,473 1,325,741 1,281,383 1,144,724 1,106,966 1,140,175 1,174,380 1,209,612 Engineering Review1,195,992 1,492,097 1,362,798 1,403,682 1,445,792 1,489,166 1,533,841 1,579,856 Floodplain and Wetland Management 11,220 26,795 26,795 26,795 26,795 26,795 26,795 26,795 Building Construction, Inspection and Enforcement 1,409,484 1,382,521 1,533,493 1,502,248 1,547,315 1,593,735 1,641,547 1,690,793 Cost Allocation1,379,454 1,381,124 1,434,774 1,492,165 1,551,852 1,613,926 1,678,483 1,745,622 Carryovers, Encumbrances and Adjustments to Base- 1,715,264 - - - - - - Additional Operating Costs:General Fund Positions- - 540,567 556,784 - - - - Total Uses of Funds8,575,821$ 11,280,802$ 10,517,645$ 10,594,368$ 9,599,900$ 9,902,611$ 10,215,025$ 10,537,457$ Ending Fund Balance Before Reserves7,426,321$ 5,021,900$ 3,680,481$ 2,545,990$ 2,702,096$ 2,891,486$ 3,114,666$ 3,374,215$ Reserves Operating Reserve 747,953$ 584,529$ 614,440$ 636,540$ 659,450$ 683,199$ 707,820$ 733,344$ State Historic Tax Credit Fund10,862 10,862 10,862 10,862 10,862 10,862 10,862 10,862 Pay Period 27 Liability 281,869 49,000 97,000 145,000 193,000 241,000 289,000 337,000 Sick/Vacation/Bonus Accrual Adjustment292,455 298,304 304,270 310,356 316,563 322,894 329,352 335,939 Total Reserves1,333,139$ 942,695$ 1,026,573$ 1,102,758$ 1,179,875$ 1,257,955$ 1,337,036$ 1,417,149$ Ending Fund Balance After Reserves6,093,182$ 4,079,205$ 2,653,908$ 1,443,232$ 1,522,221$ 1,633,531$ 1,777,630$ 1,957,066$ PLANNING AND DEVELOPMENT SERVICES 270 Table 7-26: Property and Causality Fund, 2014 Fund Financial PROPERTY AND CASUALTY INSURANCE 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance5,174,907$ 5,406,877$ 5,048,459$ 4,700,219$ 4,288,201$ 3,857,179$ 3,406,430$ 2,937,251$ Sources of Funds3.0%5.0%5.0%5.0%5.0%Charges to Departments1,510,000$ 1,510,000$ 1,610,000$ 1,658,300$ 1,741,215$ 1,828,276$ 1,919,690$ 2,015,674$ Interest on Investments 59,388 43,480 29,786 29,141 26,587 23,915 23,164 19,973 Transfer from General Fund40,822 - - - - - - - Miscellaneous Revenue14,330 - - - - - - - Total Sources of Funds1,624,541$ 1,553,480$ 1,639,786$ 1,687,441$ 1,767,802$ 1,852,190$ 1,942,853$ 2,035,647$ Uses of FundsInsurance Premiums:Airport4,346$ 4,655$ 4,888$ 5,132$ 5,389$ 5,658$ 5,941$ 6,238$ Liability272,183 317,625 333,506 350,182 367,691 386,075 405,379 425,648 Crime9,280 8,450 8,704 8,965 9,234 9,511 9,796 10,090 Boiler35,108 35,581 37,360 39,228 41,189 43,249 45,411 47,682 Property405,385 399,165 419,123 440,079 462,083 485,188 509,447 534,919 Flood154,500 162,225 170,336 178,853 187,796 197,186 207,045 AJG Broker Fee- 57,028 59,879 62,873 66,017 69,318 72,784 76,423 Actuarial Valuation Expense and Consulting- 14,385 15,104 15,859 16,652 17,485 18,359 19,277 Annual Claim Payments164,394 416,989 438,446 477,799 501,689 526,773 553,112 580,768 Internal Litigation Services99,053 105,525 107,706 112,014 116,495 121,155 126,001 131,041 Risk Management Admin - Non-Personnel19,980 6,732 6,800 6,936 7,075 7,217 7,361 7,508 Risk Management Admin - Personnel215,148 223,112 219,600 228,384 237,520 247,020 256,901 267,177 Cost Allocation167,693 168,151 174,683 181,670 188,937 196,495 204,354 212,529 Total Uses of Funds1,392,570$ 1,911,898$ 1,988,025$ 2,099,459$ 2,198,824$ 2,302,939$ 2,412,033$ 2,526,345$ Ending Fund Balance Before Reserves5,406,877$ 5,048,459$ 4,700,219$ 4,288,201$ 3,857,179$ 3,406,430$ 2,937,251$ 2,446,553$ ReservesYear-end Estimated Liabilities1,067,369$ 622,084$ 1,233,886$ 1,323,953$ 1,380,736$ 1,437,519$ 1,494,302$ 1,551,085$ City Reserve Policy (@ 80% risk margin)373,579 232,659 431,860 463,384 483,258 503,132 523,006 542,880 Pay Period 27 Reserve9,400 2,900 5,900 8,900 11,900 14,900 17,900 20,900 Total Reserves1,450,348$ 857,643$ 1,671,646$ 1,796,237$ 1,875,894$ 1,955,551$ 2,035,208$ 2,114,865$ Ending Fund Balance After Reserves3,956,529$ 4,190,815$ 3,028,573$ 2,491,965$ 1,981,285$ 1,450,879$ 902,043$ 331,688$ 271 Table 7-27: Recreation Activity Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance714,463$ 1,356,404$ 1,370,604$ 1,047,281$ 937,955$ 862,893$ 823,655$ 830,107$ Sources of FundsGolf Revenue1,460,455$ 1,407,000$ 1,398,000$ 1,568,970$ 1,600,349$ 1,632,356$ 1,665,004$ 1,698,304$ Reservoir Revenue950,062 978,564 980,000 1,029,000 1,070,160 1,112,966 1,157,485 1,203,784 Recreation Centers2,080,229 2,101,031 2,038,500 2,120,040 2,162,441 2,205,690 2,249,803 2,294,799 Recreation Programs1,906,993 1,945,133 1,799,231 1,853,208 1,908,804 1,966,068 2,025,050 2,085,802 Aquatics596,750 579,840 599,100 599,100 605,091 611,142 617,253 623,426 Sports1,184,233 1,207,918 1,239,013 1,239,013 1,251,403 1,263,917 1,276,556 1,289,322 Ball Field Rentals333,035 250,075 250,075 275,083 291,587 306,167 321,475 337,549 Access and Inclusion190,135 70,325 70,325 71,028 71,739 72,456 73,180 73,912 Misc. Recreation Revenue39,738 1,757 - - - - - - Interest Income14,170 11,405 11,405 11,405 11,405 11,405 11,405 11,405 Transfers - General Fund 1,548,474 1,593,634 1,452,736 1,498,000 1,543,000 1,591,000 1,641,000 1,692,000 Transfers - Worker's Compensation Fund80,000 95,000 95,000 95,000 95,000 95,000 95,000 95,000 Transfers - Transportation Fund13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 Total Sources of Funds10,397,274$ 10,254,682$ 9,946,385$ 10,372,847$ 10,623,979$ 10,881,168$ 11,146,213$ 11,418,303$ Uses of FundsRecreation Administration697,365$ 713,809$ 549,695$ 561,239$ 573,025$ 585,058$ 597,344$ 609,889$ Marketing126,127 116,905 135,750 138,601 141,511 144,483 147,517 150,615 Golf1,283,327 1,398,194 1,393,683 1,422,950 1,452,832 1,483,342 1,507,893 1,532,960 Reservoir775,791 826,735 872,378 890,698 909,403 928,500 947,999 967,907 Recreation Centers/Facilities2,405,522 2,308,272 2,341,071 2,390,233 2,440,428 2,491,677 2,544,003 2,597,427 Recreation Programs1,852,044 2,200,236 2,271,831 2,319,539 2,368,250 2,417,983 2,468,761 2,520,605 Aquatics1,020,376 1,041,834 1,066,404 1,085,599 1,105,140 1,125,033 1,145,283 1,165,898 Sports648,964 720,667 756,318 772,201 788,417 804,974 821,878 839,138 Ball Field Maintenance- - - - - - - - Access and Inclusion927,181 871,061 882,578 901,112 920,035 939,356 959,083 979,223 Transfer - General Fund18,636 - - - - - - - Carryover and Encumbrances- 42,768 - - - - - - Total Uses of Funds9,755,333$ 10,240,481$ 10,269,708$ 10,482,173$ 10,699,041$ 10,920,406$ 11,139,760$ 11,363,660$ Ending Fund Balance Before Reserves1,356,404$ 1,370,604$ 1,047,281$ 937,955$ 862,893$ 823,655$ 830,107$ 884,750$ ReservesPay Period 27 Reserve170,290$ 49,000$ 98,000$ 147,000$ 196,000$ 245,000$ 294,000$ 343,000$ Operating Reserve 50,000 50,000 50,000 50,000 50,000 50,000 50,001 50,001 Total Reserves220,290$ 99,000$ 148,000$ 197,000$ 246,000$ 295,000$ 344,001$ 393,001$ Ending Fund Balance After Reserves1,136,114$ 1,271,604$ 899,281$ 740,955$ 616,893$ 528,655$ 486,106$ 491,749$ RECREATION ACTIVITY 272 Table 7-28: Stormwater and Flood Management Utility Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance13,589,968$ 15,373,639$ 8,663,039$ 3,149,506$ 4,533,820$ 4,724,310$ 3,601,773$ 3,267,458$ Sources of FundsOperating-3%3%3%3%3%3%3% Service Charge Fees5,132,602$ 5,146,715$ 5,311,719$ 5,482,012$ 5,657,766$ 5,839,154$ 6,026,357$ 6,219,562$ Projected Rate Increases- 154,401 159,352 164,460 169,733 175,175 180,791 186,587 Non-Operating-- Plant Investment Fees533,062 400,000 400,000 400,000 400,000 400,000 400,000 400,000 Urban Drainage District Funds192,635 1,867,979 75,000 275,000 425,000 400,000 412,000 424,360 State and Federal Grants1,750 900,000 2,000,000 - - - - - Interest on Investments142,715 139,943 216,576 94,485 136,015 141,729 108,053 98,024 Intergovernmental Transfers (KICP Program)179,724 154,500 159,135 163,909 168,826 173,891 179,108 184,481 Rent and other miscellaneous revenue43,815 40,000 40,000 40,000 40,000 5,000 5,000 5,000 Sale of Real Estate - Yards Masterplan141,755 - - 357,375 - - - - Projected Bonds- - - - - 5,015,000 - - Total Sources of Funds6,368,060$ 8,803,539$ 8,361,781$ 6,977,242$ 6,997,339$ 12,149,949$ 7,311,309$ 7,518,013$ Uses of Funds Operating- Administration363,673$ 409,197$ 400,927$ 412,955$ 425,343$ 438,104$ 451,247$ 464,784$ Planning and Project Management970,946 1,069,829 1,082,866 1,115,352 1,148,813 1,183,277 1,218,775 1,255,338 Stormwater Contract Management38,433 49,442 49,442 50,925 52,453 54,027 55,647 57,317 Stormwater Quality and Education818,890 938,603 953,534 982,140 1,011,604 1,041,952 1,073,211 1,105,407 System Maintenance716,707 826,512 817,412 841,934 867,192 893,208 920,004 947,605 Sick/Vacation Accrual(6,308) 50,000 50,000 51,500 53,045 54,636 56,275 57,964 Debt-- Refunding of the Goose Creek 1998 Revenue Bond388,058 390,742 384,042 387,038 381,675 386,138 380,175 - Projected Bond - South Boulder Creek- - - - - 437,065 437,065 437,065 Transfers- Cost Allocation 212,931 211,245 219,451 230,424 241,945 254,042 266,744 280,081 Planning & Development Services121,134 124,768 128,511 132,366 136,337 140,428 144,640 148,980 General Fund - Utilities Attorney- 10,631 17,629 18,334 19,068 19,830 20,623 21,448 Capital953,617 3,347,500 9,821,500 1,421,460 2,522,418 3,849,415 2,677,492 2,739,351 Projected Bond - South Boulder Creek- - - - - 4,500,000 - - Projected Bond Issuance Costs- - - - - 75,000 - - Encumbrances, Carryover and Adjustments to Base- 8,135,669 - - - - - - Total Uses of Funds4,578,081$ 15,564,138$ 13,925,314$ 5,644,429$ 6,859,894$ 13,327,122$ 7,701,900$ 7,515,340$ STORMWATER/FLOOD MANAGEMENT UTILITY 273 Table 7-28: Stormwater and Flood Management Utility Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedSick and Vacation Accrual Adjustment(6,308)$ 50,000$ 50,000$ 51,500$ 53,045$ 54,636$ 56,275$ 57,964$ Ending Fund Balance Before Reserves15,373,639$ 8,663,039$ 3,149,506$ 4,533,820$ 4,724,310$ 3,601,773$ 3,267,458$ 3,328,094$ ReservesBond Reserves324,984$ 324,984$ 324,984$ 324,984$ 324,984$ 762,019$ 437,035$ 437,035$ Post Flood Property Acquisition1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 Sick/Vacation/Bonus Reserve57,761 59,494 61,279 63,117 65,011 66,961 68,970 71,039 Pay Period 27 Reserve65,317 21,480 34,480 47,480 60,480 73,480 86,480 99,480 Operating Reserve809,102 922,557 929,943 958,983 988,950 1,019,876 1,051,792 1,084,731 Capital Reserve 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Total Reserves2,507,164$ 2,578,515$ 2,600,686$ 2,644,564$ 2,689,425$ 3,172,336$ 2,894,277$ 2,942,285$ Ending Fund Balance After Reserves12,866,475$ 6,084,525$ 548,821$ 1,889,256$ 2,034,886$ 429,438$ 373,181$ 385,810$ Note:Operating reserve levels are based on industry standards and are maintained for revenue bonds, revenue fluctuations (weather and water usage impacts) and the capital intensive nature of the utility. 274 Table 7-29: Telecommunications Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance1,093,079$ 1,213,524$ 1,136,976$ 1,129,912$ 1,120,137$ 997,363$ 998,495$ 996,864$ Sources of FundsTelecom Phone System User Charges547,364$ 549,414$ 578,515$ 581,408$ 584,315$ 587,236$ 590,172$ 593,123$ Transfer of Betasso Phone System Funds14,500 - - - - - - - Telecommunications Planning & Deployment- 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Leased Fiber Maint Payments - Outside Entity29,069 6,000 6,000 6,000 6,000 6,000 6,000 6,000 BRAN Maintenance77,332 106,000 106,000 106,000 106,000 106,000 106,000 106,000 Interest9,205 8,252 7,747 7,699 7,633 6,798 6,805 6,794 Total Sources of Funds677,470$ 694,666$ 723,262$ 726,107$ 728,947$ 731,034$ 733,978$ 736,918$ Uses of FundsMonthly Shared Charges from County-$ 15,000$ 15,000$ 15,000$ 15,000$ 15,000$ 15,000$ 15,000$ Monthly Operating Charges277,163 123,304 115,538 119,004 122,574 126,251 130,039 133,940 City Telephone Personnel Expense128,493 121,592 128,847 130,780 132,742 117,233 118,991 120,776 CRF Network Contributions- 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Phone System HW/SW29,500 165,194 124,229 124,229 234,378 124,229 124,229 511,337 Telecommunications Fiber Locations3,530 25,000 25,000 25,000 25,000 25,000 25,000 25,000 BRAN Maintenance (Locate and Repair Services)103,221 106,000 106,000 106,000 106,000 106,000 106,000 106,000 Cost Allocation15,117 15,124 15,712 15,869 16,028 16,188 16,350 16,513 Total Uses of Funds557,024$ 771,214$ 730,326$ 735,882$ 851,721$ 729,901$ 735,609$ 1,128,567$ Ending Fund Balance Before Reserves1,213,524$ 1,136,976$ 1,129,912$ 1,120,137$ 997,363$ 998,495$ 996,864$ 605,215$ ReservesOperating Reserve1,213,524$ 1,136,976$ 1,129,912$ 1,120,137$ 997,363$ 998,495$ 996,864$ 605,215$ Total Reserves1,213,524$ 1,136,976$ 1,129,912$ 1,120,137$ 997,363$ 998,495$ 996,864$ 605,215$ Ending Fund Balance After Reserves-$ -$ -$ -$ -$ -$ -$ -$ Note: Sale of conduit to ZAYO has not been reflected in this statement - too much remains unknown at this point.TELECOMMUNICATIONS 275 Table 7-30: Transit Pass General Improvement District Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance7,298$ 6,975$ 6,013$ 5,143$ 4,643$ 4,643$ 4,643$ 4,643$ Sources of FundsProperty Tax9,404$ 9,382$ 9,343$ 10,150$ 10,948$ 11,269$ 11,601$ 11,943$ Specific Ownership Tax408 369 369 369 369 369 369 369 City of Boulder - ECO Pass Subsidy4,126 4,334 4,464 4,464 4,598 4,736 4,878 5,024 Interest on Investments47 35 35 32 46 46 46 46 Total Sources of Funds13,986$ 14,119$ 14,212$ 15,014$ 15,961$ 16,421$ 16,894$ 17,383$ Uses of FundsRTD ECO Pass Cost13,704$ 14,446$ 14,446$ 14,879$ 15,325$ 15,785$ 16,259$ 16,747$ Rebate Program605635635635635635635635 Total Uses of Funds14,309$ 15,081$ 15,081$ 15,514$ 15,961$ 16,421$ 16,894$ 17,383$ Ending Fund Balance 6,975$ 6,013$ 5,143$ 4,643$ 4,643$ 4,643$ 4,643$ 4,643$ TRANSIT PASS GENERAL IMPROVEMENT DISTRICT 276 Table 7-31: Transportation Fund, 2014 Fund Financial 4.32%20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjected16,155,478Beginning Fund Balance6,031,632$ 10,025,905$ 4,499,197$ 1,806,016$ 2,505,853$ 2,264,181$ 2,033,542$ 2,166,412$ Sources of Funds3.72%3.35%3.35%3.25%3.20%3.20%Sales Tax16,852,936$ 17,322,559$ 17,966,630$ 18,568,728$ 19,191,251$ 19,814,463$ 20,448,835$ 21,104,104$ Highway User's Tax2,419,853 2,419,853 2,419,853 2,419,853 2,419,853 2,419,853 2,419,853 2,419,853 City-Auto Registrations254,929 251,369 251,369 251,369 251,369 251,369 251,369 251,369 County Road & Bridge239,268 238,722 238,722 238,722 238,722 238,722 238,722 238,722 St. Traffic Control & Hwy Maint. & Landscape641,373 363,306 363,306 363,306 363,306 363,306 363,306 363,306 Reimbursements138,199 200,000 200,000 200,000 200,000 200,000 200,000 200,000 External Funding5,366,768 8,350,392 5,591,500 - - - - - Federal/State Grants7,383 - - - - - - - Interest on Investments58,309 50,130 44,742 18,060 25,059 22,642 20,335 28,163 Assessment Revenues83,710 76,901 76,901 76,901 76,901 76,901 76,901 76,901 Lease Revenue - BTV99,588 99,588 99,588 - - - - - Other Miscellaneous170,123 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Land Disposal 567,021 - - 1,429,500 - - - - Transfers from Other Funds2,723,820 21,730 - - - - - - Estimated Revenue from ATB's & Carryover- 4,864,290 - - - - - - HOP Reimbursement (RTD)1,332,462 1,418,427 1,460,980 1,504,809 1,549,953 1,596,452 1,644,346 1,693,676 Total Sources of Funds30,955,742$ 35,692,267$ 28,728,591$ 25,086,249$ 24,331,415$ 24,998,709$ 25,678,668$ 26,391,095$ Uses of FundsOperating-3.00%3.00%3.00%3.00%3.00%Transportation Planning & Operations8,328,924$ 8,778,329$ 9,240,887$ 9,518,114$ 9,803,657$ 10,097,767$ 10,400,700$ 10,712,721$ Project Management3,306,049 3,539,667 3,610,985 3,719,314 3,830,894 3,945,821 4,064,195 4,186,121 Transportation Maintenance4,344,334 4,579,370 5,029,708 5,345,249 5,042,107 5,193,370 5,349,171 5,509,646 Transportation Administration583,562 826,409 856,814 882,518 908,994 936,263 964,351 993,282 Other Programs172,426 176,573 171,294 176,433 181,726 187,178 192,793 198,577 Transfers-5.0%-0.3%4.0%3.9%3.9%3.9%3.9%3.9%Cost Allocation1,280,955 1,277,316 1,326,933 1,378,683 1,432,452 1,488,318 1,546,362 1,606,670 Forest Glen GID4,126 4,334 4,464 4,598 4,736 4,878 5,024 5,175 Parks & Recreation28,000 28,000 28,000 28,000 28,000 28,000 28,000 28,000 HHS13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 Boulder Junction CIP200,000 200,000 200,000 - - - - - Planning & Development Services Fund214,146 220,570 227,187 234,003 241,023 248,253 255,701 263,372 Capital Improvements Program8,485,946 11,595,500 10,712,500 3,086,500 3,086,500 3,086,500 2,726,500 2,726,500 Appropriations from ATBs & Carryover- 9,979,908 - - - - - - Total Uses of Funds26,961,468$ 41,218,975$ 31,421,772$ 24,386,412$ 24,573,088$ 25,229,347$ 25,545,798$ 26,243,064$ 22,167,893.61 (31,239,067.45) 27,185,941.08 23,444,134.31 22,931,433.34 23,536,351.34 23,536,352.34 23,536,353.34 Ending Fund Balance Before Reserves10,025,905$ 4,499,197$ 1,806,016$ 2,505,853$ 2,264,181$ 2,033,542$ 2,166,412$ 2,314,443$ TRANSPORTATION 277 Table 7-31: Transportation Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedReservesSick & Vacation Liability Reserve170,246$ 175,353$ 180,614$ 186,032$ 191,613$ 197,361$ 203,282$ 209,381$ Operating Reserve923,776982,1781,035,4641,064,9961,074,3291,107,1421,140,9651,175,828Pay Period 27 Reserve - 2013 & 2024330,351119,860166,360212,860259,360305,860352,360392,360Total Reserves1,424,373$ 1,277,391$ 1,382,437$ 1,463,888$ 1,525,302$ 1,610,364$ 1,696,607$ 1,777,569$ Ending Fund Balance After Reserves8,601,533$ 3,221,806$ 423,579$ 1,041,966$ 738,878$ 423,178$ 469,805$ 536,875$ 278 Table 7-32: Transportation Development Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance2,382,318$ 1,251,393$ 608,782$ 367,884$ 323,434$ 281,678$ 237,551$ 160,959$ Sources of FundsTransportation Excise Tax583,840$ 573,000$ 573,000$ 573,000$ 573,000$ 573,000$ 573,000$ 573,000$ Interest Income22,982 25,028 3,592 2,281 6,469 5,634 4,751 3,219 External Funding31,081 - - - - - - - Reimbursements- 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Total Sources of Funds637,903$ 698,028$ 676,592$ 675,281$ 679,469$ 678,634$ 677,751$ 676,219$ 0 0 0 0 0 0 0 0 Uses of FundsOperating Expenditures61,201$ 180,531$ 180,790$ 182,530$ 183,506$ 184,511$ 185,547$ 186,613$ Cost Allocation10,163 10,174 10,569 10,886 11,213 11,549 11,896 12,252 Excise Tax Administration5,779 5,953 6,131 6,315 6,505 6,700 6,901 7,108 Capital Improvement Program1,691,686 520,000 720,000 520,000 520,000 520,000 550,000 450,000 Appropriations from ATBs & Carryover- 623,980 - - - - - - Total Uses of Funds1,768,828$ 1,340,638$ 917,490$ 719,731$ 721,224$ 722,761$ 754,343$ 655,974$ Ending Fund Balance Before Reserves1,251,393$ 608,782$ 367,884$ 323,434$ 281,678$ 237,551$ 160,959$ 181,204$ ReservesDesignated Reserve25,000$ 25,000$ 25,000$ 25,000$ 25,000$ 25,000$ 25,000$ 25,000$ No. Boulder Undergrounding112,860 112,860 112,860 112,860 112,860 112,860 112,860 112,860 Pay Period 27 Reserve - 20245,186 2,690 3,790 4,890 5,990 7,090 8,190 9,290 Total Reserves143,046$ 140,550$ 141,650$ 142,750$ 143,850$ 144,950$ 146,050$ 147,150$ Ending Fund Balance After Reserves1,108,347$ 468,232$ 226,234$ 180,684$ 137,828$ 92,601$ 14,909$ 34,054$ TRANSPORTATION DEVELOPMENT 279 Table 7-33: University Hill Commercial District Fund, 2014 Fund Financial UNIVERSITY HILL COMMERCIAL DISTRICT20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance722,624$ 776,122$ 739,493$ 748,188$ 742,279$ 722,889$ 687,444$ 638,292$ Sources of FundsProperty Tax25,999$ 28,127$ 28,690$ 29,264$ 29,849$ 30,446$ 31,055$ 31,676$ Ownership Tax1,392 1,500 1,500 1,500 1,500 1,500 1,500 1,500 14th Street Lot-Meters53,013 66,000 55,000 55,000 55,000 55,000 55,000 55,000 Pleasant Lot--Meters15,625 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Pleasant Lot--Permits40,667 37,996 39,034 39,034 40,986 40,986 43,986 43,986 Parking Products - Meterhoods/Tokens13,351 6,000 7,000 7,000 7,000 7,000 7,000 7,000 Interest and Miscellaneous9,126 6,158 4,363 4,639 4,602 4,482 4,262 3,957 Transfer in - On-Street Meters400,000 400,000 425,000 425,000 425,000 425,000 425,000 425,000 Total Sources of Funds559,174$ 560,781$ 575,587$ 576,437$ 578,937$ 579,414$ 582,803$ 583,119$ Uses of FundsParking Operations Personnel148,395$ 161,649$ 158,761$ 165,112$ 171,716$ 178,585$ 185,728$ 193,157$ Parking Operations NonPersonnel161,941 144,261 144,261 147,146 150,089 153,091 156,153 159,276 Capital Major Maintenance/Improvements- 10,000 10,000 10,000 10,000 10,000 10,000 10,000 Capital Replacement Reserve9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 DUHMD/Admin Personnel104,115 115,155 115,689 120,316 125,129 130,134 135,339 140,753 DUHMD/Admin Non Personnel32,302 30,406 30,406 31,014 31,634 32,267 32,912 33,571 Marketing/Economic Vitality2,40010,00010,00010,00010,00010,00010,00010,000Special Studies and Consultants- 39,00039,00039,00039,00039,00039,00039,000Eco-Pass Program- 675 675 675 675 675 675 675 Sick/Vacation Accrual8,378 2,323 2,323 2,416 2,513 2,613 2,718 2,826 Cost Allocation47,523 47,264 49,100 50,082 51,084 52,106 53,148 54,211 Carryovers & Encumbrances- 30,000 - - - - - - Total Uses of Funds514,054$ 599,733$ 569,215$ 584,761$ 600,840$ 617,471$ 634,673$ 652,469$ Sick/Vacation Accrual Adjustment(8,378)$ (2,323)$ (2,323)$ (2,416)$ (2,513)$ (2,613)$ (2,718)$ (2,826)$ Ending Fund Balance Before Reserves776,122$ 739,493$ 748,188$ 742,279$ 722,889$ 687,444$ 638,292$ 571,768$ ReservesOperating Reserve128,514$ 149,933$ 142,304$ 146,190$ 150,210$ 154,368$ 158,668$ 163,117$ Pay Period 27 - Reserve9,814 11,714 13,714 15,714 17,714 19,714 21,714 23,714 Sick/Vacation/Bonus Reserve26,680 29,003 31,326 33,742 36,254 38,868 41,585 44,411 Total Reserves165,008$ 190,650$ 187,344$ 195,646$ 204,178$ 212,949$ 221,967$ 231,243$ Ending Fund Balance After Reserves611,114$ 548,842$ 560,844$ 546,633$ 518,710$ 474,495$ 416,324$ 340,526$ 280 Table 7-34: Wastewater Utility Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance20,374,795$ 13,034,309$ 9,512,029$ 8,667,898$ 7,205,265$ 8,007,388$ 7,607,346$ 7,885,164$ Sources of Funds Operating-3%5%5%5%5%5%5%5% Sewer Charges to General Customers12,851,662$ 12,761,728$ 13,426,614$ 14,126,140$ 14,862,112$ 15,636,428$ 16,451,086$ 17,308,188$ Projected Rate Increase - 638,086 671,331 706,307 743,106 781,821 822,554 865,409 Surcharge/ Pretreatment Fees126,173 118,000 118,000 118,000 118,000 118,000 118,000 118,000 Non-Operating- Plant Investment Fees738,113 560,000 650,000 650,000 650,000 650,000 650,000 650,000 Connection Charges7,214 10,000 10,000 10,000 10,000 10,000 10,000 10,000 Special Assessments74,246 5,000 5,000 5,000 5,000 5,000 5,000 5,000 Federal & State Grants- - - - - - - - Interest on Investments183,139 260,686 237,801 260,037 216,158 240,222 228,220 236,555 Rent and other miscellaneous revenue52,116 1,500 1,500 1,500 1,500 1,500 1,500 1,500 Sale of Real Estate - Yards Masterplan141,755 - - 357,375 - - - - Transfer from Other Funds567,318 - - - - - - - Bond Proceeds30,914,785 - - - - - - - Total Sources of Funds45,656,522$ 14,355,000$ 15,120,245$ 16,234,359$ 16,605,876$ 17,442,971$ 18,286,361$ 19,194,652$ Uses of FundsOperating-Administration477,956$ 535,433$ 566,554$ 583,551$ 601,057$ 619,089$ 637,662$ 656,791$ Planning and Project Management382,851 351,533 352,768 363,351 374,252 385,479 397,043 408,955 Wastewater Quality & Environmental Svcs1,062,557 1,113,978 1,154,257 1,188,885 1,224,551 1,261,288 1,299,126 1,338,100 System Maintenance1,705,054 1,752,316 1,697,108 1,748,021 1,800,462 1,854,476 1,910,110 1,967,413 Wastewater Treatment4,845,480 5,300,593 5,134,520 5,288,556 5,447,212 5,610,629 5,778,947 5,952,316 Sick/Vacation Accrual(16,153) 75,000 75,000 77,250 79,568 81,955 84,413 86,946 Debt-2012 Refunding of the WWTP 2005 Revenue Bond 34,388,927 3,544,883 3,463,046 3,439,463 3,199,450 3,177,125 3,153,292 3,145,375 2006 Refunding of the 1992 Marshall Landfill Bond175,454 - - - - - - - WWTP UV, Digester, Headworks Imp 2010 Rev Bond771,559 673,963 670,854 672,638 673,863 670,938 672,700 674,013 Transfers-Cost Allocation870,993 866,761 900,430 945,452 992,725 1,042,361 1,094,479 1,149,203 Planning & Development Services200,971 207,000 213,210 219,606 226,194 232,980 239,969 247,168 General Fund - Utilities Attorney- 10,631 17,629 18,334 19,068 19,830 20,623 21,448 WASTEWATER UTILITY 281 Table 7-34: Wastewater Utility Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedCapital Improvement Program1,395,130 943,155 1,794,000 3,229,136 1,244,918 2,968,819 2,804,590 4,588,799 2011 Bond-UV, Digester, Headworks IMP6,720,076 506,845 - - - - - - PROJECTED BOND-WWTP IMPROVEMENTS- - - - - - - - Bond Issuance Costs- - - - - - - - Carryover, Encumbrances and Adjustments to Base- 2,070,189 - - - - - - Total Uses of Funds52,980,855$ 17,952,280$ 16,039,376$ 17,774,242$ 15,883,320$ 17,924,968$ 18,092,955$ 20,236,528$ Sick/Vacation Accrual Adjustment(16,153)$ 75,000$ 75,000$ 77,250$ 79,568$ 81,955$ 84,413$ 86,946$ Ending Fund Balance Before Reserves13,034,309$ 9,512,029$ 8,667,898$ 7,205,265$ 8,007,388$ 7,607,346$ 7,885,164$ 6,930,233$ ReservesBond Reserves840,389$ 670,139$ 670,139$ 670,139$ 670,139$ 670,139$ 670,139$ 670,139$ Sick/Vacation/Bonus Reserve567,498 584,523 602,059 620,120 638,724 657,886 677,622 697,951 Pay Period 27 Reserve237,891 103,480 142,480 181,480 220,480 259,480 298,480 337,480 Operating Reserve 2,382,427 2,553,311 2,527,869 2,608,251 2,691,272 2,777,021 2,865,593 2,957,085 Capital Reserve 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 Total Reserves4,528,205$ 4,411,453$ 4,442,547$ 4,579,991$ 4,720,615$ 4,864,526$ 5,011,835$ 5,162,655$ Ending Fund Balance After Reserves8,506,103$ 5,100,576$ 4,225,351$ 2,625,274$ 3,286,773$ 2,742,819$ 2,873,329$ 1,767,578$ Note:Operating reserve levels are based on industry standards and are maintained for revenue bonds, revenue fluctuations (weather and water usage impacts) and the capital intensive nature of the utility. 282 Table 7-35: Water Utility Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjected Beginning of Year Fund Balance37,315,810$ 35,375,682$ 30,960,147$ 32,360,110$ 34,207,993$ 31,584,974$ 30,530,777$ 35,687,157$ Sources of FundsOperating-Sale of Water to General Customers22,627,963$ 20,794,356$ 21,460,807$ 22,363,662$ 23,304,508$ 24,284,946$ 25,306,641$ 26,371,328$ Projected Rate Increase - 623,831 858,432 894,546 932,180 971,398 1,012,266 1,054,853 Bulk/Irrigation Water Sales235,072 150,050 141,050 143,050 143,050 143,050 143,050 143,050 Hydroelectric Revenue1,610,906 2,006,925 2,405,978 2,395,484 2,404,812 2,449,120 2,508,586 2,558,724 Miscellaneous Operating Revenues 7,476 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Non-Operating-Plant Investment Fees2,591,327 2,000,000 2,200,000 2,200,000 2,200,000 2,200,000 2,000,000 2,000,000 Connection Charges135,667 130,000 130,000 130,000 130,000 130,000 130,000 130,000 Special Assessments77,450 50,000 5,000 5,000 5,000 5,000 5,000 5,000 State & Federal Grants436,620 194,000 - - - - - - Interest on Investments353,205 353,757 464,402 647,202 855,200 789,624 915,923 1,070,615 Rent, assessments and other misc revenues144,875 19,500 20,000 20,500 20,500 20,500 20,500 20,500 Sale of Real Estate - Yards Masterplan283,511 - - 714,750 - - - - Transfer from General Fund - Fire Training Center 92,785 92,785 92,785 92,785 92,785 92,785 92,785 92,785 Projected Bond Proceeds- - - - 12,910,000 - 40,780,000 5,565,000 Total Sources of Funds28,596,856$ 26,440,203$ 27,803,454$ 29,631,979$ 43,023,036$ 31,111,423$ 72,939,751$ 39,036,855$ Uses of FundsOperating-Administration897,008$ 856,126$ 883,659$ 910,169$ 937,474$ 965,598$ 994,566$ 1,024,403$ Planning and Project Management550,681 598,131 602,092 620,155 638,759 657,922 677,660 697,990 Water Resources and Hydroelectric Operations2,169,830 2,072,539 2,035,907 2,096,984 2,159,894 2,224,691 2,291,431 2,360,174 Water Treatment4,491,011 4,542,312 4,699,333 4,840,313 4,985,522 5,135,088 5,289,141 5,447,815 Water Quality and Environmental Svcs945,635 966,796 1,004,893 1,035,040 1,066,091 1,098,074 1,131,016 1,164,946 Water Conservation361,555 461,996 395,910 407,787 420,021 432,622 445,600 458,968 System Maintenance3,076,609 3,233,373 3,165,659 3,260,629 3,358,448 3,459,201 3,562,977 3,669,866 Windy Gap Payment2,340,042 2,556,836 2,633,250 2,714,004 2,776,959 2,396,581 336,000 341,000 Sick and Vacation Accrual41,802 100,000 100,000 103,000 106,090 109,273 112,551 115,927 WATER UTILITY 283 Table 7-35: Water Utility Fund, 2014 Fund Financial (Cont.) Debt-BRWTP 1996 Revenue Bond; Refunding in 2006855,357 854,438 856,594 857,708 858,531 - - - Refunding of the 1999 and 2000 Revenue Bonds2,506,755 2,511,421 2,523,521 2,522,054 2,517,388 2,524,233 2,524,650 1,375,102 Lakewood 2001 Rev Bond; Refunded in 20122,053,275 2,057,650 2,057,000 2,065,733 2,065,950 2,065,333 2,072,083 2,080,817 Projected Bond-Betasso WTP Improvements- - - - 1,139,643 1,139,643 1,139,643 1,139,643 Projected Bond-NCWCD Conveyance Line- - - - - - 2,458,096 2,458,096 Projected Bond-Carter Lake Hydro- - - - - - - 485,205 Projected Bond - Barker Dam- - - - - - 710,445 710,445 Projected Bond-Barker Dam Hydro Facility- - - - - - 336,250 336,250 Transfers -Cost Allocation1,180,551 1,208,285 1,255,221 1,317,982 1,383,881 1,453,075 1,525,729 1,602,015 Planning & Development Services200,362 206,373 212,564 218,941 225,509 232,274 239,243 246,420 General Fund - City Attorney- 31,893 52,888 55,004 57,204 59,492 61,871 64,346 Capital$8,908,3145,469,598 4,025,000 4,861,595 8,933,536 8,321,793 4,423,683 9,388,527 Projected Bond - Betasso WTP IMP- - - - 11,996,245 - - - Projected Bond - NCWCD Conveyance- - - - - - 25,874,690 - Projected Bond - Carter Lake Hydro- - - - - - - 2,500,000 Projected Bond - Barker Dam- - - - - - 7,725,138 - Projected Bond - Barker Dam Hydro Facility- - - - - - 3,613,459 - Projected Bond - Issuance Costs- - - - 125,000 - 350,000 - Encumbrances, Carryover and Adjustments to Base- 3,227,971 - - - - - - Total Uses of Funds30,578,787$ 30,955,738$ 26,503,491$ 27,887,097$ 45,752,145$ 32,274,893$ 67,895,922$ 37,667,957$ Sick/Vacation Accrual Adjustment41,802$ 100,000$ 100,000$ 103,000$ 106,090$ 109,273$ 112,551$ 115,927$ Ending Fund Balance Before Reserves35,375,682$ 30,960,147$ 32,360,110$ 34,207,993$ 31,584,974$ 30,530,777$ 35,687,157$ 37,171,982$ ReservesBond Reserve2,934,796$ 2,934,796$ 2,934,796$ 2,934,796$ 4,074,439$ 3,221,072$ 6,725,873$ 7,211,078$ Lakewood Pipeline Remediation Reserve14,039,542 14,932,560 15,588,815 16,528,955 17,497,690 18,495,890 19,524,451 20,263,193 Sick/Vacation/Bonus Reserve557,494 574,219 591,445 609,189 627,464 646,288 665,677 685,647 Pay Period 27 Reserve287,947 112,400 163,400 214,400 265,400 316,400 367,400 418,400 Operating Reserve 4,063,772 4,208,665 4,260,344 4,395,002 4,528,963 4,555,973 4,166,946 4,298,468 Capital Reserve 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 Total Reserves23,983,551$ 24,762,639$ 25,538,800$ 26,682,341$ 28,993,956$ 29,235,623$ 33,450,348$ 34,876,786$ 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjected 284 Table 7-35: Water Utility Fund, 2014 Fund Financial (Cont.) 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedEnding Fund Balance After Reserves11,392,131$ 6,197,508$ 6,821,310$ 7,525,652$ 2,591,017$ 1,295,154$ 2,236,809$ 2,295,196$ Note:511,519$ Operating reserve levels are based on industry standards and are maintained for revenue bonds, revenue fluctuations (weather and water usage impacts) and the capital intensive nature of the utility. 285 Table 7-36: Workers Compensation Insurance Fund, 2014 Fund Financial 20122013201420152016201720182019ActualRevisedApprovedProjectedProjectedProjectedProjectedProjectedBeginning Fund Balance3,707,669$ 3,438,357$ 3,164,863$ 2,881,783$ 2,583,656$ 2,300,253$ 2,085,216$ 1,949,003$ Sources of FundsCharges to Departments 1,338,635$ 1,406,128$ 1,493,493$ 1,583,102$ 1,709,751$ 1,863,628$ 2,031,355$ 2,234,490$ Interest Earnings36,420 28,161 21,521 19,596 17,569 15,642 14,179 13,253 Other Revenues18,820 19,009 19,199 19,391 19,585 19,780 19,978 20,178 Transfer In - Property and Casualty- - - - - - - - Total Sources of Funds1,393,875$ 1,453,297$ 1,534,213$ 1,622,089$ 1,746,904$ 1,899,050$ 2,065,512$ 2,267,921$ Uses of FundsInsurance Premiums & Related Expenses167,430$ 147,777$ 155,166$ 162,924$ 171,071$ 179,624$ 188,605$ 198,036$ Consultant Services85,230 106,656 109,856 113,151 116,546 120,042 123,644 127,353 Annual Claim Payments830,383 900,000 972,000 1,049,760 1,133,741 1,190,428 1,249,949 1,312,447 Employee Wellness Program326,468 315,375 325,038 329,639 334,331 339,118 344,000 348,980 Program Administration - Personnel172,986 182,640 183,116 190,441 198,059 205,981 214,220 222,789 Program Administration - Non-Personnel45,034 38,609 34,993 35,693 36,407 37,135 37,878 38,635 Cost Allocation35,656 35,735 37,123 38,608 40,152 41,758 43,429 45,166 Total Uses of Funds1,663,187$ 1,726,792$ 1,817,292$ 1,920,216$ 2,030,307$ 2,114,087$ 2,201,725$ 2,293,406$ Ending Fund Balance Before Reserves3,438,357$ 3,164,863$ 2,881,783$ 2,583,656$ 2,300,253$ 2,085,216$ 1,949,003$ 1,923,519$ ReservesYear-end Estimated Liabilities1,167,401$ 1,183,380$ 1,249,073$ 1,314,127$ 1,386,944$ 1,466,410$ 1,481,074$ 1,481,074$ City Reserve Policy (@ 80% risk margin)236,982 240,226 253,562 266,768 281,550 297,681 300,658 300,658 Pay Period 27 Reserve11,105 4,915 6,915 8,915 10,915 12,915 14,915 16,915 Total Reserves1,415,488$ 1,428,521$ 1,509,550$ 1,589,810$ 1,679,409$ 1,777,006$ 1,796,647$ 1,798,647$ Ending Fund Balance After Reserves2,022,869$ 1,736,341$ 1,372,233$ 993,846$ 620,844$ 308,210$ 152,356$ 124,872$ WORKER COMPENSATION INSURANCE 286 [This page is intentionally blank.] 287 City of Boulder FEES, RATES, AND CHARGES 2014 Annual Budget Purpose of Section This section will provide a summary accounting of each codified fee, rate, or user charge (a “fee”), organized by department, for which an increase or decrease has been approved for 2014. The information shows what the city charges in 2013 and the percent change in the approved fee effective January 1, 2014. The purpose of this section is to provide a single location in which the impact of updated fees on consumers of city services can be found. Changes to Fees by Department For 2014, four departments/divisions updated schedules of selected city fees, rates, and charges, or introduced new fees that have been approved:  Downtown and University Hill Management Division - Parking Services (DUHMD/PS)  Finance - Tax and License  Public Works - Development and Support Services  Public Works - Utilities The city last updated its user fees (excluding capital facility impact fees, development excise taxes, and plant investment fees) across all departments in 1994. A citywide comprehensive update to the 1994 study is anticipated to occur after the Transform Boulder Business Initiative (TBBI) project, which will replace the city’s financial, human resources and payroll software systems, is fully implemented. This is expected by mid 2015. Fees have been analyzed for the 2014 budget in specific areas as part of annual program evaluations. Examples include fee reviews undertaken in Downtown and University Hill Management Division (DUHMD) and in Public Works - Development and Support Services. A selective fee review strategy will continue during 2014. For many fees referenced in this section, the change to each fee mirrors the rate of inflation in the general level of prices in the economy, or the change in construction cost indices widely used in various industries. Background The City of Boulder delivers numerous services to residents and businesses throughout the year. For certain services, good financial management means that the city should recover its costs, in part or in full. Most services for which the city charges a fee are considered to be of special benefit to the resident or business receiving the service. Examples are recreation activities, building safety 288 inspections, development review, vehicle parking, and wastewater treatment. Cost recovery practices for the city include a periodic review of the fees charged to determine whether future year city expenditures on selected services are appropriately offset by the fee revenue collected from the public. That review often takes place as part of the development of the annual operating budget. Each year, city departments face cost pressures in wages and benefits; fuel, utilities, and office equipment; and building renovation and repair—no different from the budgets of households and private enterprises. Because of inflation in general prices, good financial management also recommends that the city include in the annual operating budget an adjustment of fees in line with inflation. Without inflation adjustments, the city would need to incrementally shift resources away from current programs to pay for services for residents or businesses receiving a special benefit. Downtown and University Hill Management Division - Parking Services (DUHMD/PS) DUHMD/PS sets a schedule of user fees to recover a share of the cost of providing mall permits and facilities on the Pearl Street Mall. The fees are based on what the public would pay for similar services from private enterprise. DUHMD/PS intends to maintain the fees using the following approaches:  Market rates for comparable services  Annual CPI increase, rounded to nearest half dollar. The department reviews all fees annually and uses the current CPI projections to increase fees for the Pearl Street Mall permit and fee program. For the 2014 budget, cost to advertise on the Pearl Street Mall kiosk panels was reduced due to declining use. There are seven kiosks with four panels each for a total of 28 panels for sale. Reducing the annual fee by 50% is intended to encourage businesses to utilize the panels, thus increasing the total revenue. The fees updated in 2014 are shown in Table 8-01. Fees, Rates, and Charges 289 Fees, Rates, and Charges Finance—Tax and License Division Auctioneer License Fees The city will increase this license fee by the amount of the Consumer Price Index (CPI) and round up to the next even dollar amount of $77. The city will charge, in addition to the yearly license fee above, $7 for each employee of applicant businesses that the division subjects to an on -line background check through the Colorado Bureau of Investigation. These results, which will be provided to the Police Department for their review and assessment for criminal operation concerns of applicant businesses, will be more complete than what the Police Department is currently able to obtain and review prior to an application decision by the city. Circus, Carnival, and Menagerie License Fees The city will increase this license fee by the amount of CPI and round up to the next even dollar amount of $405. The city does not complete background checks as part of this license review process. FEE PAID BY TYPICAL BUSINESS Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Neighborhood Parking Permit Fee Non zone resident pass 78.00$ 82.00$ per permit/per quarter 5.1% 4-25-79 Mall Permits/Fees Building Extension Permits 15.00$ 15.50$ annual 3.3% 4-20-11 Mobile Vending Carts 2,025.00 2,075.00 annual fee 2.5% 4-20-11 Mall Kiosk Advertising 1,950.00 975.00 annual fee -50.0% 4-20-11 Ambulatory Vendor Permit (May- September)101.00 103.50 monthly fee 2.5% 4-20-11 Ambulatory Vendor Permit (October- April)49.50 51.00 monthly fee 3.0% 4-20-11 Electricity Event Fee 17.50 18.00 per day 2.9% 4-20-11 Entertaining Vending Permit 14.00 14.50 per month 3.6% 4-20-11 Personal Services Vending Permit 101.00 103.50 per month 2.5% 4-20-11 Personal Services Vending Permit 49.50 51.00 per month 3.0% 4-20-11 Newsbox on mall 65.00 66.50 annual per box fee 2.3% 4-20-11 News Box Fees Full size box 94.00$ 96.00$ annual fee 2.1% 4-20-57 Double sized slot 48.00 49.00 annual fee 2.1% 4-20-57 Single sized slot 27.00 27.50 annual fee 1.9% 4-20-57 Waiting list fee 26.50 27.00 annual fee 1.9% 4-20-57 Table 8-01: DUHMD Fee Impacts in 2014 290 Itinerant Merchant License Fees The city will increase this license fee by the amount of CPI and round up to the next even dollar amount of $53. The city will charge, in addition to the yearly license fee above, $7 for each employee of applicant businesses that the division subjects to an on -line background check through the Colorado Bureau of Investigation. These results, which will be provided by the Finance Department to Police Department for their review and assessment for criminal operation concerns of applicant businesses, will be more complete than what the Police Department is currently able to obtain and review prior to an application decision by the city. Secondhand Dealer and Pawnbroker License Fees The city will increase the secondhand dealer license fee to $108 and the pawnbroker license fee to $2,029 which is the increase in the CPI, rounded to the nearest dollar. The city will charge, in addition to the yearly license fee above, $7 for each employee of applicant businesses that the division subjects to an online background check through the Colorado Bureau of Investigation. These results, which will be provided to the Police Department for their review and assessment for criminal operation concerns of applicant businesses, will be more complete than what the Police Department is currently able to obtain and review prior to an application decision by the city. Mobile Food Vehicle Sales The city will increase this license fee by the CPI and round up to the next even dollar amount of $225. The division does not complete background checks as part of this license review process. License Application Trends The city has observed an increase in Mobile Food Vehicle license applications in 2013, requiring more staff time for this license type. Sales and Use Tax license applications for Business licenses have also increased exponentially this year, with more small businesses opening due to improvements in the regional economy. Secondhand dealer licenses, but not pawnbroker licenses, have increased in recent years. On the police powers basis of ensuring that pawn slips are properly collected for used goods, annual renewals are mailed out for this miscellaneous license type. With increasing non -profit fundraising efforts, Special Event liquor permit applications submitted have ranged between 77 to 112 in number each year for the last 5 years. Calculation of Fee Change Table 8-02 displays the approved fees updated for 2014. The city has used the CPI to increase fees in each case, unless there was a rationale to leave the fees unchanged. The city has taken on state’s portion of review for local only permit processing, adding the necessary fee and the work required to provide better background check results to the Police Department. Fees, Rates, and Charges 291 The city also coordinates licensing operations with the City Attorney’s Office to collect and review citywide expenditures for the Medical Marijuana Business licensing project before suggesting any change in those license fees to allow for a reasoned and concrete rationale on any such changes. Public Works – Development and Support Services (PW-DSS) Excise Taxes and Capital Facility Impact Fees The city currently collects development related excise taxes and impact fees to fund the cost of future capital improvements related to growth. In 2008, the city retained TischlerBise to update the Development Excise Tax (DET) study prepared in 1996 and to prepare an impact fee study for various infrastructure categories. As part of the 2010 budget process, city council adopted impact fees for fire, human services, library, fire, police, municipal facilities, and parks and recreation capital improvements to serve new growth. Additionally, the DET capacity that was freed up through the creation of the impact fees was allocated to increase the transportation component for non residential and multifamily development and for parkland acquisition. Fees, Rates, and Charges FEE PAID BY TYPICAL APPLICANTS Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Auctioneer License Fee Annual fee with license issued each event 75$ 77$ per year 2.7% 4-20-3 Total including background checks 1 89 91 per year 2.2% 4-20-3 Circus, Carnival, & Menagerie License Fee Cost per event day 395$ 405$ per day 2.5% 4-20-5 Itinerant Merchant License Fee Annual license fee 52$ 53$ per year 1.9% Total including background checks 2 94 95 per year 1.1% 4-20-10 Second Hand Dealer & Pawnbroker License Fee 2nd Hand Calendar/Renewal 105$ 108$ per year 2.9% 4-20-17 Total including background checks 1 119 122 per year 2.5% 4-20-17 Pawn Calendar/Renewal 1,980 2,029 per year 2.5% 4-20-17 Total including background checks 1 1,994 2,043 per year 2.5% 4-20-17 Mobile Food Vehicle License fees MFV License fee 220$ 225$ per year 2.3% 4-20-66 MFV Renewal fee 220 225 per year 2.3% 4-20-66 Notes: 1Assumes that two people would require background checks at $7 each for a typical license. 2Assumes that six people would require background checks at $7 each for a typical license. Table 8-02: Finance Fee Impacts in 2014 292 Fee Update It is recommended that necessary cost adjustments be made as part of the annual evaluation and update of excise taxes and impact fees. The maximum amount that can be charged as an excise tax is limited by the amounts approved by voters. The city will adjust each impact fee and development excise tax in 2014 by an inflation factor (RS Means’ construction cost index for all impact fees and the Consumer Price Index for the excise taxes). Table 8-03 demonstrates the impact the changes will have on three types of development scenarios:  A 3,000 square foot single family residential project  A 10 unit multifamily project in which five units are 1,000 square feet in size, and five units are 1,500 square feet in size  A 7,500 square foot retail project. Along with the approved fee update, there will be a new Off -site Affordable Housing Design Review Fee of $2,100. The Off-site Design Review ensures that when affordable units required by Inclusionary Housing are provided off-site the units are of equal or better quality to what would have been provided on-site and are indistinguishable from surrounding market housing in quality, design, and general appearance. Fees, Rates, and Charges FEE PAID BY TYPICAL PROJECT Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Single Family Residential (3,000 sq. ft) Capital Facility Impact Fees 5,782$ 5,880$ per application 1.7%4-20-62 Transportation Excise Taxes 2,122 2,122 per application 0.0%3-8-3 Park Land Excise Taxes 1,091 1,116 per application 2.3%3-8-3 Multifamily Residential (10 units) Capital Facility Impact Fees 43,900$ 44,695$ per application 1.8%4-20-62 Transportation Excise Taxes 15,723 16,085 per application 2.3%3-8-3 Park Land Excise Taxes 7,584 7,758 per application 2.3%3-8-3 Non-residential (7,500 sq. ft. retail) Capital Facility Impact Fees 7,382$ 7,500$ per application 1.6%4-20-62 Transportation Excise Taxes 18,600 18,600 per application 0.0%3-8-3 Park Land Excise Taxes n/a n/a per application n/a 3-8-3 Table 8-03: Planning and Development Services Fee Impacts in 2014 293 Public Works - Utilities Utility Rate, Specific Service Charges, and Fee Changes The city owns and operates three utilities: water, wastewater, and stormwater/flood management. Each utility operates as a self-supporting enterprise fund, and assesses a variety of rates, charges, and fees to ensure that revenues are sufficient to meet operating and maintenance costs and to maintain the financial integrity of each utility. Revenues generated from customers’ monthly utility bills are the largest revenue source for each utility, accounting for 80 to 95 percent of total revenues. The monthly customer bill for water and wastewater services is comprised of a quantity charge based on the volume of use, and a fixed service charge based on meter size. The fixed service charge is designed to recover costs related to meter reading, billing, and collection which are attributable to each customer regardless of the quantity used. This charge also recovers a portion of the capital costs to assist with revenue stability. The quantity charge primarily recovers those costs that are incurred to provide customer average and peak usage requirements. The impact of the change in quantity and service charges will vary based on customer type and actual consumption. Table 8-04 presents estimates of impacts on the total utility bills for three sample customer types:  Single Family Inside City Residential account with an average winter consumption of 5,000 gallons, total annual water consumption of 120,000 gallons and irrigable area of 5,200 square feet. For stormwater charges, the account has 3,000 square feet of impervious area.  Inside City Commercial - Restaurant account with Historical Monthly Use (HMU) for water budget calculation, a 1” meter with 412,000 gallons of annual consumption, and 7,000 square feet of impervious area.  Inside City Commercial - Hotel account using Average Monthly Use (AMU) for water budget calculation, a 3” meter with 3,200,000 gallons of annual consumption, and 153,000 square feet of impervious area. Fees, Rates, and Charges 294 The utilities also assess charges to new customers and customers increasing their impact on utility infrastructure. These charges include fees for physical connections or “taps” into city owned pipes as well as “buy in” into infrastructure capacity that was funded by existing utility customers. The charges are set at a level that recovers costs of providing services, and changes in the fees are generally attributable to cost changes in equipment, fleet, and personnel costs. Table 8-05 displays the approved changes to fees paid by typical users of these services in 2014. Plant investment fees (PIFs) are one time charges related to development to utilize existing infrastructure systems. Utilities PIFs are increasing by four percent, based on the Engineering News Record (ENR) Cost Index for Denver. Table 8-06 shows the approved 2014 change to each PIF after this inflation factor is applied to the city’s 2013 PIF schedule. Fees, Rates, and Charges Table 8-05: Utility Specific Charge Impacts in 2014 CHARGE FOR TYPICAL CUSTOMER Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Utility Specific Service Charges Meter Installation - 3/4 inch meter 523$ 544$ per occurrence 4% 4-20-23 Meter Installation - 2 inch meter 2,435 2,866 per occurrence 18% 4-20-23 Water Tap Fee - 3/4 inch tap 117 111 per occurrence -5% 4-20-23 Water Tap Fee - 2 inch tap 465 452 per occurrence -3% 4-20-23 Wastewater Tap Fee - 4 inch tap 133 127 per occurrence -5% 4-20-27 Table 8-04: Sample Utility Bill Impacts in 2014 UTILITY BILL FOR TYPICAL ACCOUNT Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Water Utility Bill Residential Use 404$ 419$ per year 3.7% 4-20-25 Commercial Use - Restaurant 1,147 1,195 per year 4.2% 4-20-25 Commercial Use - Hotel 10,854 11,315 per year 4.2% 4-20-25 Wastewater Utility Bill Residential Use 266$ 279$ per year 4.9% 4-20-28 Commercial Use - Restaurant 1,761 1,848 per year 4.9% 4-20-28 Commercial Use - Hotel 13,704 14,386 per year 5.0% 4-20-28 Stormwater / Flood Management Utility Bill Residential Use 90$ 92$ per year 3.0% 4-20-45 Commercial Use - Restaurant 188 193 per year 2.7% 4-20-45 Commercial Use - Hotel 4,126 4,250 per year 3.0% 4-20-45 295 Summary of Proposed Changes These departments/divisions have adjusted some codified fees in 2014:  Downtown and University Hill Management Division—Parking Services  Finance - Tax and License  Municipal Court  Public Works – Development and Support Services  Public Works - Utilities In total, the approved changes in fees, charges, and rates will create an additional $2.05 million in revenue in 2014, based on the best available information. Table 8-07 provides the revenue generation estimates at the department and program level. Some of the change in revenue comes from greater expected demand for certain city services, and the remainder of the revenue change is caused by the updated fee amount charged to the consumer of city services. Updating the city’s fee schedules implements the city’s commitment to cost recovery involving fee and rate based services. Fees, Rates, and Charges Table 8-06: Plant Investment Fee Impacts in 2014 PLANT INVESTMENT FEES Approved 2013 Level Approved 2014 Level Units Percent Change B.R.C. Section Water Plant Investment Fee (PIF) Single Family Residential Outdoor (first 5,000 sq. ft. of irrigable area) 2.57$ 2.67$ per sq. ft. irrigated area 4% 4-20-26 Single Family Residential Indoor 11,026.00 11,467.00 single unit dwelling 4% 4-20-26 Wastewater Plant Investment Fee (PIF) 4,301.00$ 4,473.00$ single unit dwelling 4% 4-20-29 Stormwater / Flood Management Plant Investment Fee (PIF) 1.98$ 2.06$ per sqft impervious area 4% 4-20-46 296 Fees, Rates, and Charges Table 8-07: Citywide Revenue Impacts in 2014 Approved 2013 Revenues Approved 2014 Revenues Percent Change DUHMD - Parking Services Mobile Vending Carts 26,325$ 26,975$ 2.5% Mall Kiosk Advertising 26,065 27,000 3.6% Ambulatory/Personal Service Permit 3,850 3,500 -9.1% Electricity Event Fee 150 500 233.3% Entertaining Vending Permit 125 125 0.0% Newsbox On Mall 4,876 4,300 -11.8% Newsbox Off Mall 3,977 3,950 -0.7% Finance - Tax and License Auctioneer License Fees 178$ 182$ 2.0% Circus, Carnival, & Menagerie License Fee 2,370 2,441 3.0% Itinerant Merchant License Fee 1,410 1,424 1.0% Second Hand Dealer & Pawnbroker License Fee 3,689 3,800 3.0% Mobile Food Vehicle License/Renewal Fees 3,080 3,142 2.0% Public Works - Development and Support Services Capital Facility Impact Fees 376,151$ 605,329$ 60.9% Transportation Excise Taxes 606,000 576,592 -4.9% Parkland Excise Taxes 136,000 208,344 53.2% Off-Site Affordable Housing Design Review Fee - 6,300 n/a Public Works - Utilities Water Utility Rates 21,310,816$ 22,211,239$ 4.2% Wastewater Utility Rates 13,399,834 14,097,944 5.2% Stormwater / Flood Management Utility Rates 5,301,116 5,471,070 3.2% Water Utility Specific Service Charges 238,000 238,000 0.0% Wastewater Utility Specific Service Charges 10,000 10,000 0.0% All Departments 41,454,012$ 43,502,156$ DEPARTMENT / FEE 297 298 299 300 301 302 303 [This page is intentionally blank.] 304