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2013 Annual Budget, Volume 1 1 TC 1wY Y •'r ~ ]1 Y ',1 - •Y V d nf' i ' g j ~ ,w"5'L° a ~ ' ~~l xe!,~ yr 'S 2 ~ nkQ I[1Uf FtiNf INII '~.f~ 4 -..1. sr r ~ r 1., 3:f s{, k day. .T,f r ~.C § # yy yI rR ttk t r Photo Courtesy of Shamala Kandiah Thompson Location: Pearl Street, Boulder This document was sustainably printed for the City of Boulder by Center Copy on 100% recycled post consumer waste (PCW) paper. ,W 2013 Annual Budget-Volume 1 1w If 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, 2012. 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. ii GOVERNMENT FINANCE OFFICERS ASSOCIATION D istinguished Budget Presentation Award PRFSENTED TO City of Boulder Colorado For the Fiscal Year Beginning January 1, 2012 III [This page is intentionally blank.] City of Boulder 2013 Annual Budget Mayor .....................................................................Matthew Appelbaum Deputy Mayor .......................................................................Lisa Morzel Council Members Suzy Ageton KC Becker Macon Cowles Suzanne Jones George Karakehian Tim Plass Ken Wilson City Manager Jane S. Brautigam v 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 Human Resources ................................................................................................Eileen Gomez Director of Information Technology Don Ingle Director of Parks and Recreation .......................................................................................Kirk Kincannon Director of Support Services/City Clerk .............................................................................Alisa D. Lewis Director of Library and Arts ..............................................................................................Valerie Maginnis Director of Open Space and Mountain Parks ..................................................................Michael Patton 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 Director of Public Works for Transportation .....................................................................Tracy Winfree Director of Downtown University Hill Mgmt Division/ Parking Services Molly Winter vi City of Boulder Budget Staff Team Budget Director Eric Nickell Budget Manager Peggy Bunzli Budget Analyst Elena Lazarevska Budget Analyst David Mallett Financial Projects Manager ...............................................................................James Clanton City Attorney's Office ..........................................................................................Lynette Beck City Manager's Office Ann Large Community Planning and Sustainability .............................................................Trish Jimenez Downtown University Hill Mgmt Division/ Parking Services Donna Jobert Fire Frank Young Human Resources Krissy Kaplan Human Resources ..............................................................................................Debbie Shinn Human Services .................................................................................................Barbara Long Information Technology Beth Lemur Municipal Court .......................................................................................................jean Grill Open Space and Mountain Parks ..........................................................................Mike Orosel Parks and Recreation ..................................................................................Abbie Poniatowski Police Joe Pura Public Works - Development and Support Services John Frazer Public Works - Transportation ..............................................................................Fred Kellam Public Works - Utilities Ken Baird vii 2013 ANNUAL BUDGET TABLE OF CONTENTS Introduction i GFOA Budget Award ii City Council V City of Boulder Staff .......................................................................................................vi List of Figures and Tables x How to Use this Document xv CITY MANAGER'S BUDGET MESSAGE 2013 Budget Message 1 Attachment A: Significant Changes Between 2012 and 2013 Budget 7 Attachment B: 2013 Significant Budget Changes by Fund, One Time, and Ongoing 13 STRATEGY AND PRIORITIES Strategic Planning 19 Priority Based Budgeting Results and Attributes ....................................................25 Budget Allocation by PBB Quartile 29 Priority Based Budgeting Programs by Quartile 31 CITYWIDE CONTEXT AND BUDGET PROCESS General City Information 39 Organizational Chart 42 Budget Philosophy and Process 43 BUDGET POLICIES Citywide Financial and Management Policies 55 Reserve Policies by Fund 67 SOURCES, USES, AND DEBT SERVICE Citywide Summaries 79 Citywide Sources 83 Citywide Uses 97 Citywide Debt Service 1 1 1 DEPARTMENT OVERVIEWS City Council 123 Municipal Court 127 City Attorney's Office 131 City Manager's Office 135 Viii 2013 ANNUAL BUDGET TABLE OF CONTENTS Downtown and University Hill Management Division / Parking Services 143 Human Resources 149 Finance 153 Information Technology 159 Police 165 Fire 169 Public Works 1 73 Development and Support Services 177 Transportation 183 Utilities 189 Energy Strategy and Electric Utility Development 195 Parks and Recreation 199 Library and Arts 205 Open Space and Mountain Parks 211 Housing 219 Human Services 223 Community Planning and Sustainability 227 FUND FINANCIALS Fund Financials ...................................................................................................235 FEES, RATES, AND CHARGES Overview 289 Downtown and University Hill Management Division / Parking Services 290 Finance 291 Housing 295 Municipal Court ..................................................................................................296 Parks and Recreation 296 Public Works Development and Support Services 298 Transportation 299 Utilities 300 APPROPRIATION ORDINANCE Appropriation Ordinance 307 ix 2013 ANNUAL BUDGET LIST OF FIGURES AND TABLES STRATEGY AND PRIORITIES Figure 2-01: Planning and Finance Policy Structure in Boulder, Colorado 21 Figure 2-02: Budget Allocations for 2013 in PBB Terms 22 Table 2-01: Proportion of Funding by PBB Quartile 23 Figure 2-03: 2013 Budget Allocations by PBB Quartile for Every City Program 29 Figure 2-04: 2013 Budget Allocations by PBB Quartile for Community Programs 29 Figure 2-05: 2013 Budget Allocations by PBB Quartile for Governance Programs 30 Table 2-02: 2013 PBB Programs by Quartile 31 CITYWIDE CONTEXT AND BUDGET PROCESS Figure 3-01: Organizational Chart 42 Figure 3-02: Schedule of Budget Process by Month .............................................45 SOURCES, USES, AND DEBT SERVICE Figure 5-01: Overview of 2013 Annual Budget 79 Table 5-01: Funds Summary ..............................................................................81 Figure 5-02: Citywide Revenues ..........................................................................83 Table 5-02: Composition of City the Sales Tax Rate for 2013 84 Figure 5-03: Sales Tax Revenues 2007-2013 85 Table 5-03: Property Tax Rates for 201 3 86 Figure 5-04: Property Tax Revenues 2007-2013 87 Figure 5-05: General Fund Revenues for 2013 88 Table 5-04: Summary of Revenues by Fund 89 Figure 5-06: Citywide Expenditures for 2013 97 Table 5-05: Summary of Key Assumptions 98 Figure 5-07: Staffing Levels: Standard FTEs 2007-2013 99 Table 5-06: Staffing Levels in Standard FTEs by Department 99 Figure 5-08: General Fund Expenditures for 2013 100 Table 5-07: Summary of Expenditures by Fund 101 Table 5-08: Summary of Transfers by Originating Fund 107 Table 5-09: 201 2-201 8 Debt Service 112 Table 5-10: 2013 Lease-Purchase Obligations 118 Table 5-1 1 : Combined Schedule of Long-Term Debt 118 Table 5-12: Computation of Legal Debt Margin for the Last Ten Years 121 x 2013 ANNUAL BUDGET LIST OF FIGURES AND TABLES DEPARTMENT OVERVIEWS City Council Table 6-01 : Summary Budget 124 Table 6-02: Significant Changes Between 2012 and 2013 Budget 125 Table 6-03: Department Detail Page 126 Municipal Court Table 6-04: Summary Budget 128 Table 6-05: Significant Changes Between 2012 and 2013 129 Table 6-06: Department Detail Page 1 30 City Attorney's Office Table 6-07: Summary Budget 132 Table 6-08: Department Detail Page 1 34 City Manager's Office Table 6-09: Summary Budget 136 Table 6-10: Significant Changes Between 2012 and 2013 138 Table 6-1 1 : Department Detail Page 139 Table 6-12: City Manager's Contingency Department Detail Page 140 Table 6-13- Non-Departmental Contracts, Citywide Memberships, and Citywide Programs Department Detail Page 141 Downtown and University Hill Management Division / Parking Services Table 6-14: Summary Budget 144 Table 6-1 5: Significant Changes Between 2012 and 2013 Budget 145 Table 6-16: Department Detail Page 146 Human Resources Table 6-17: Summary Budget 1 50 Table 6-18- Significant Changes Between 2012 and 2013 Budget 151 Table 6-19: Department Detail Page 152 Finance Table 6-20: Summary Budget 1 54 Table 6-21 : Significant Changes Between 2012 and 201 3 Budget 155 Table 6-22: Department Detail Page 1 56 Information Technology Table 6-23: Summary Budget 160 Table 6-24: Significant Changes Between 2012 and 2013 Budget 163 Table 6-25: Department Detail Page 164 A 2013 ANNUAL BUDGET LIST OF FIGURES AND TABLES Police Table 6-26: Summary Budget 166 Table 6-27: Significant Changes Between 2012 and 2013 Budget 166 Table 6-28: Department Detail Page 167 Fire Table 6-29: Summary Budget 170 Table 6-30: Significant Changes Between 2012 and 2013 Budget 171 Table 6-31: Department Detail Page 172 Public Works Table 6-32: Summary Budget 173 Table 6-33: Department Detail Page 163 Development and Support Services Division Table 6-34: Summary Budget 1 78 Table 6-35: Significant Changes between 2012 and 2013 Budget 180 Table 6-36: Department Detail Page 181 Transportation Division Table 6-37: Summary Budget 184 Table 6-38: Significant Changes Between 2012 and 2013 Budget 186 Table 6-39: Department Detail Page 187 Utilities Division Table 6-40: Summary Budget 190 Table 6-41: Significant Changes Between 2012 and 2013 Budget 192 Table 6-42: Department Detail Page 193 Energy Strategy and Electric Utility Development Table 6-43: Summary Budget 195 Table 6-44: Significant Changes Between 2012 and 2013 Budget 196 Table 6-45: Department Detail Page 197 Parks and Recreation Table 6-46: Summary Budget 200 Table 6-47: Significant Changes Between 2012 and 2013 Budget 201 Table 6-48: Department Detail Page 202 Library and Arts Table 6-49: Summary Budget 206 Table 6-50: Significant Changes Between 2012 and 2013 Budget 207 Table 6-51 : Department Detail Page 208 xii 2013 ANNUAL BUDGET LIST OF FIGURES AND TABLES Open Space and Mountain Parks Table 6-52: Summary Budget 212 Table 6-53: Significant Changes Between 2012 and 2013 Budget 215 Table 6-54: Department Detail Page 216 Housing Table 6-55: Summary Budget 219 Table 6-56: Changes Between 2012 and 2013 Budget 220 Table 6-57: Department Detail Page 221 Human Services Table 6-58: Summary Budget 224 Table 6-59: Department Detail Page 226 Community Planning and Sustainability Table 6-60: Summary Budget 228 Table 6-61: Significant Changes Between 2012 and 2013 Budget 231 Table 6-62: Department Detail Page 232 FUND FINANCIALS Table 7-01: General Fund 236 Table 7-02: Capital Development Fund 242 Table 7-03: Lottery Fund 243 Table 7-04: Planning and Development Services Fund 244 Table 7-05: Affordable Housing Fund 245 Table 7-06: Community Housing Assistance Program Fund 246 Table 7-07: .25 Cent Sales Tax Fund 247 Table 7-08: Library Fund 248 Table 7-09: Recreation Activity Fund 250 Table 7-10: Climate Action Plan Fund 252 Table 7-1 1 : Open Space and Mountain Parks Fund 254 Table 7-12: Airport Fund 256 Table 7-13: Transportation Fund 258 Table 7-14: Transportation Development Fund 260 Table 7-15: Transit Pass General Improvement District Fund 261 Table 7-16: Boulder unction Access District (GID)-TDM Fund ...........................262 Table 7-17: Community Development Block Grant Fund 263 Table 7-18: Home Investment Partnership Grant Fund 264 Table 7-19: Permanent Parks and Recreation Fund 265 xiii 2013 ANNUAL BUDGET LIST OF FIGURES AND TABLES Table 7-20: Boulderjunction Improvement Fund ...............................................266 Table 7-21 : 2011 Capital Improvement Bond Fund 267 Table 7-22: Water Utility Fund 268 Table 7-23: Wastewater Utility Fund 270 Table 7-24: Stormwater / Flood Management Utility Fund 272 Table 7-25: Downtown Commercial District Fund 274 Table 7-26: University Hill Commercial District Fund 276 Table 7-27: Boulderjunction Access District (GID)-Parking Fund ......................278 Table 7-28: Telecommunications Fund 279 Table 7-29: Property and Casualty Insurance Fund 280 Table 7-30: Worker's Compensation Insurance Fund 281 Table 7-31: Compensated Absences Fund 282 Table 7-32: Fleet Operations Fund 283 Table 7-33: Fleet Replacement Fund 284 Table 7-34: Computer Replacement Fund 285 Table 7-35: Equipment Replacement Fund 286 Table 7-36: Facility Renovation and Replacement Fund 287 FEES, RATES, AND CHARGES Table 8-01: Downtown and University Hill Management Division - Parking Services Fee Changes .....................................................................291 Table 8-02: Finance - Licensing Fee Changes 294 Table 8-03: Housing Fee Change 296 Table 8-04: Parks and Recreation Fee Changes 298 Table 8-05: Public Works - Development and Support Services Fee Changes 299 Table 8-06: Public Works - Utilities Changes to Water, Wastewater, and Stormwater/Flood Management 301 Table 8-07: Public Works - Utilities Changes to Specific Services 302 Table 8-08: Public Works - Utilities Fee Changes 302 Table 8-09: Citywide Revenue Impacts in 2013 304 xiv 2013 ANNUAL BUDGET HOW TO USE THIS DOCUMENT The City of Boulder's 2013 Budget contains a detailed description of how the city plans to invest available resources in city operations in 2013. Included in this description is information on how the city organization is structured, explanations of how decisions for allocations are guided, details of the major goals and accomplishments for the city and its departments, projections for revenues and expenditures for 2012 through 2018, and historic data for revenues and expenditures prior to 2012. Document Organization The 2013 Budget has night 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 • Appropriation Ordinance City Manager's Budget Message The City Manager's Budget Message is a transmittal letter from Boulder's City Manager to Boulder's City Council and residents that summarizes the contents of the 2013 Budget. The transmittal letter includes an attachment that details variances between the 2013 operating budget and the 2012 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. xv 2013 ANNUAL BUDGET HOW TO USE THIS DOCUMENT Sources, Uses, and Debt Service The Sources, Uses, and Debt Service section contains summary information of the 2013 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 2012 to 2018, 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, 2012 accomplishments, and 2013 key initiatives for each of the city's departments. It includes details on significant changes between the 2012 and 2013 budgets, as well as the detailed budget, by PBB program, for each department. Fund Financials The Fund Financials section provides tables detailing the sources and uses of each of the city's 36 funds, for 2011 actual, 2012 revised, 2013 approved, and 2014-2018 projected amounts. Fees, Rates, and Charges The Fees, Rates, and Charges section summarizes by department adjustments to city fees that will take effect on january 1, 2013 and how the adjusted fee amounts would affect revenue. Appropriation Ordinance This section provides the appropriation ordinance of the 2013 budget as passed by the City Council. xvi City of Boulder Office of the City Manager DATE: November 28, 2012 TO: City Council and the Residents of Boulder FROM: Jane S. Brautigam, City Manager SUBJECT: 2013 City of Boulder Annual Budget The 2013 City of Boulder Annual Budget (budget) reflects the city's stable fiscal position and continues the conservative budgeting approach that has enabled the city to provide high-quality programs and services during the economic downturn and the slow recovery being experienced in Colorado and across the nation. The budget reflects a continued commitment to high standards of public service and efficient service delivery, and assigns limited available funding to programs supporting the highest community priorities. It supports master plans accepted by council in 2012, restores partial funding for police and firefighter training, and continues funding for existing community programs and services. The budget invests in Economic Vitality initiatives to strengthen the local economy and, in accordance with the Capital Improvement Program's Guiding Principles, makes significant investments in Boulder's public facilities and infrastructure. BUDGET OVERVIEW Because the local economy continues to improve slowly, it is expected that increases in the city's primary revenues, including sales, use, and property taxes, will be modest in 2013. On the expenditure side, the budget continues the priorities funded in 2012 while taking a conservative and strategic approach to new programs in 2013. The 2013 budget provides limited increases in expenditures in the base budget over the prior year. These increases are described in Table A and include a set of initiatives to address key community priorities in new ways, and make progress on many of council's priorities. These proposals are outlined in greater detail in the body of this memorandum. Another category, Other Ongoing Costs, is one that we experience each year in higher utility costs, construction costs, and personnel costs for existing programs. In total, the base budget will increase by 2.4 percent. City Manager's Message TABLE A - INCREASES TO BASE BUDGET FOR-2013 Increases Prior Year Amount (2012) Approved Item millions) Budget By Explanation Highlighted Budget Changes - $ 0.50 0.2% Funding for key priorities of community and council. Listed in Ongoing Commitments detail in Attachments A and B. Debt Service on Capital o Expenditures on General Fund debt service ($1.20 million) Improvement Bond 1.20 0.5 /o for the Capital Improvement Bond. Other Ongoing Costs 3.95 1.7% Annual local government cost increases in personnel, energy, construction materials, and other items. Increases to Base Budget $ 5.65 2.4% As shown in Table B, the budget also includes several extraordinary or Non-Recurring Expenditures that are either one-time outlays or time-limited expenses in addition to the normally anticipated cost increases for ongoing programs. The expenditures that are non- recurring include certain capital projects for which the city has saved funds in anticipation and which are now ready for construction; a once every 1 1- to 12-year pay period liability associated with the biweekly pay system used by the city; and expenditures for Boulder's Energy Future that, because the revenues were approved late last year, now are included in the city's budget document. The total increase to the city's 2013 expenditures due to non-recurring items is 6.8 percent. NON-RECURRING EXPENDITURES •-2013 Increases Prior Year Amount (2012) Approved Item millions) Budget By Explanation Expenditures from Special Revenue Funds ($9.45 rrillion) in 2013 Capital Projects $ 9.45 4.0% 2013 using city and other agency grant funding for projects. One-time payroll expense to occur in 2013 that the city set Pay Period 27 3.90 1.7% aside in reserves in the General Fund ($2.33 million) and Special Revenue Funds ($1.57 million) for 11-12 years in anticipation of the expense. Transportation maintenance, Airport, and Civic Area Plan one- Other One-Time Commitments 0.44 0.2% time support for 2013. Expenditures of voter-approved Utility Occupation Tax (UOT) Boulder's Energy Future 2.20 0.9% revenues not reflected in the Approved 2012 Budget. An added $0.30 million in one-time funds supplements the UOT. Non-Recurring Expenditures $ 15.99 6.8% 2 A . City Managers Message Table C sums up the budget's 9.2 percent combined changes to the base budget and non- recurring expenditures. Increases Prior Year Amount (2012) Approved Item millions) Budget By (014 Increases to Base Budget $ 5.65 2.4% Non-Recurring Expenditures 15.99 6.8% Total Changes $ 21.64 9.2% A fundamental financial policy guiding the city's financial structure is that ongoing revenues will balance to ongoing expenses, and one-time revenue will be used for one-time expenses. The policy has served the city well during the challenging financial times that have been a part of Boulder's financial landscape since 2008. When those one-time expenditures are included in the operating budget, they increase the total budget for the year in which they are budgeted, but do not raise the base operating expenses in for future years. BUDGET DEVELOPMENT The city considered numerous budget requests at the program level to use existing funds differently or add funding to a new or existing program. City staff used Priority-Based Budgeting (PBB) principles to consider each funding proposal and to inform the decision on allocating additional revenues to individual programs. By way of example, "Accessible and Connected Community" is one of the five PBB results and states that Boulder will provide open access to information, encourage innovation, enhance communication, and promote community engagement. The budget adds a Children's and Youth Service Program Librarian in the Library and Arts Department to further achieve this result. A second example is the creation of a Homeless Resource Officer position within the Municipal Court to further the PBB result "Healthy and Socially Thriving Community." This result asks Boulder to support the physical and mental well-being of its community members and actively partner with other organizations to improve the welfare of those in need. In total, departments submitted budget requests of $2.5 million that could not be funded. The unfunded requests were mainly from General Fund departments. 3 City Manager's Message FINANCIAL PLANNING The budget continues to be guided by recommendations made by the Blue Ribbon Commissions I and 11. Major long-term recommendations included: • Establish a long-term balanced revenue stream for the City of Boulder • Enhance the city's budget process by using Priority-Based Budgeting • Update compensation policies • Use efficiency studies to determine if current resources are being maximized • Update and continue the use of cost recovery strategies • Maintain current infrastructure • Implement performance measures for city services. Each of these recommendations has been, or is being, implemented and has helped the city maintain the appropriate balance of revenues and expenditures. Current projections are that the $135 million structural gap (determined in the BRC I work) between revenues and expenditures has been reduced to $75 million annually by 2030. The analysis will be updated in 2014 to better estimate the remaining gap. CITY REVENUES City Council placed on the November 2012 ballot a revenue question asking voters to consider renewing the Climate Action Plan (CAP) Tax for five additional years at the existing rate. The tax was set to expire at the end of March 2013. The .25-cent Sales Tax, which supports Parks and Recreation operations and capital projects with $7 million per year, was set to expire at the end of 2015. On Aug. 7, council placed the question of extending this tax on the ballot for Boulder's voters to decide in November. The .25-cent Sales Tax was proposed as a 20-year extension of the existing tax rate. On November 6, voters approved the renewal of these two taxes, and the city will continue to receive approximately $7 million for parks and recreation services, and $1.7 million for climate action initiatives. 2013 HIGHLIGHTED BUDGET CHANGES (See Attachments A and B for a complete list ) In addition to the continued long-term emphasis to stabilize revenues and expenditures, the budget has been developed to address community and council priorities with a major emphasis in the following five areas: 1. Restore non-personnel funding for police and firefighter training that was reduced during the economic downturn. The budget allocates its largest share of new ongoing funding 4 A . City Managers Message from the General Fund to operations in both the police and fire departments to improve emergency preparedness. 2. Provide additional resources for three council priorities: Boulder's Energy Future, the Civic Area Master Plan and Homelessness. Boulder's Energy Future: One-time additional resources will support staff efforts for this priority. In particular, there is a need to support the legal, technical and financial work as the city continues exploration of municipalization and its energy strategy. ♦ The Civic Area Master Plan: The budget allocates additional one-time dollars to support public engagement and community outreach for the Civic Area Master Plan. ♦ Homelessness: The city will provide additional case management resources in the Municipal Court to aid the city's at-risk populations by assisting homeless defendants in accessing veterans, disability, medical, and social services benefits; address underlying conditions of mental illness and drug or alcohol addiction; and reduce recidivism through intervention and treatment. 3. Implement department assessments and master plans. The budget continues the master plan implementation work begun last year through the Fire Department's budget. In 2013, the budget brings salaries and benefits for wildland fire crews in line with what is required to maximize the effectiveness and flexibility of Boulder's wildland fire response. The city's wildland equipment and personnel played key roles in the city's response to the early duly 2012 Flagstaff Fire and the fire's successful resolution without loss of life or private property. 4. Continue and strengthen the commitment to economic sustainability. The budget will steer new one-time dollars to fund a fixed-term business liaison position to assist with business outreach and engagement in key policy initiatives as well as ongoing business retention and assistance. These initiatives aim to support the long-term success of Boulder's businesses in a manner consistent with overall community sustainability goals, helping to reduce energy consumption and solid waste while supporting vital commercial districts and responding to the needs of primary employers. 5. Boost the ability to renew infrastructure and invest in technology. As a result of the Capital Improvement Bond, the budget directs additional funding to support replacement of Boulder's outdated finance, human resources, and payroll systems. Moreover, in 2013, funds will begin to be placed in reserve for the East Boulder Community Center's future maintenance and renovation needs. 5 City Manager's Message MANAGING PERSONNEL COSTS The city remains committed to managing personnel costs and following a conservative path to hiring additional staff. Our hiring practices incorporate market-based pay scales that enable the city to attract and retain the best employees. In 2013, the budget will add one full-time equivalent (FTE) in the General Fund. Another 5.5 FTEs will be hired in the General Fund as fixed-term staff, leaving the base budget unchanged. In 2013, the city will redesign its health benefits and invest in wellness incentives that slow rising healthcare costs. Through incentives to lead a healthy lifestyle, monitor chronic health conditions and help employees to be better informed healthcare consumers, the city can realize savings in a few years' time that have the potential to lower medical costs over the long term. CONCLUDING COMMENTS While economic indicators point to a slow recovery within the state, the City of Boulder has implemented conservative expenditure policies and remains fiscally sound. The 2013 budget invests in public safety, maintenance of major infrastructure, and funding for the community's highest priorities. In light of moderate revenue projections, the budget provides for targeted growth in certain priority programs. Sound fiscal policies continue to focus the city on improving service efficiencies, piloting strategic programs, and maintaining reserve funds. Enclosures: Attachment A: Significant Changes Between the 2012 and 2013 Budget Attachment B: 2013 Significant Budget Changes by Fund, One-time and Ongoing 6 City of Boulder ATTACHMENT A SIGNIFICANT CHANGES BETWEEN 2012 AND 2013 BUDGET i 7 °o ATTACHMENT A 2012 2013 Approved Approved Total 2012 2013 FTE Department / Fund / Action Budget Budget Change FTE FTE Change CITY COUNCIL GENERAL FUND Council Travel $ 14,500 $ 34,500 $ 20,000 0.00 0.00 0.00 Council Technology - Ongoing Costs for Digital Agendas - 7,500 7,500 0.00 0.00 0.00 Total Changes, City Council $ 27,500 0.00 CITY MANAGER'S OFFICE GENERAL FUND City Gerk Reorganization $ 45,559 $ 66,009 $ 20,450 0.80 1.00 0.20 CO-LABS Membership - 3,000 3,000 0.00 0.00 0.00 Move Community Coordinator Position to Municipal Court 91,349 - (91,349) 0.88 0.00 (0.88) Total Changes, City Manager's Office $ (67,899) (0.68) COMMUNITY PLANNING AND SUSTAINABILITY GENERAL FUND Civic Area Plan Consultant Support $ $ 135,000 $ 135,000 0.00 0.00 0.00 Department Interns 18,000 18,000 0.00 0.00 0.00 Economic Vitality Business Liaison - one year fixed term 80,000 80,000 0.00 1.00 1.00 PLANNING AND DEVELOPMENT SERVICES FUND Department Interns-increase General Fund transfer to Planning and Development Services $ $ 36,000 $ 36,000 0.00 0.00 0.00 Building Plan Review and Permit Issuance - two year fixed term Assistant Zoning Administrator 81,180 81,180 0.00 1.00 1.00 Building Plan Review and Permit Issuance - tw o year fixed term Project Specialist 81,180 81,180 0.00 1.00 1.00 Total Changes, Community Planning and Sustainability $ 431,360 3.00 DOWNTOWN AND UNIVERSITY HILL MANAGEMENT DIVISION / PARKING SERVICES GENERAL FUND Increase in Credit Card Fees $ 29,000 $ 41,000 $ 12,000 0.00 0.00 0.00 DOWNTOWN COMMERICAL DISTRICT Increase in Credit Card Fees $ 156,000 $ 230,000 $ 74,000 0.00 0.00 0.00 UNIVERSITY HILL COMMERCIAL DISTRICT Increase in Credit Card Fees $ 26,000 $ 37,000 $ 11,000 0.00 0.00 0.00 Total Changes, Downtown and University Hill Management Division/Parking Services $ 97,000 0.00 ATTACHMENT A 2012 2013 Approved Approved Total 2012 2013 FTE Department / Fund / Action Budget Budget Change FTE FTE Change ENERGY STRATEGY AND ELECTRIC UTILITY DEVELOPMENT GENERAL FUND Boulder's Energy Future $ $ 303,000 $ 303,000 0.00 3.50 3.50 Total Changes, Energy Strategy and Electric Utility Development $ 303,000 3.50 FINANCE GENERAL FUND Transforming Boulder Business Initiative Office Space $ $ 11,130 $ 11,130 0.00 0.00 0.00 Total Changes, Finance $ 11,130 0.00 FI RE GENERAL FUND NPE Gap - Training, Fleet and Utilities - partial mitigation $ 2,508,204 $ 2,550,021 $ 41,817 0.00 0.00 0.00 EMS Physician Advisor - 2nd year of 2 year phase in 16,500 33,000 16,500 0.00 0.00 0.00 Convert Seasonal, Part-time Wildland Crew to Full-time - 2nd year of 3 year phase in 46,000 122,973 76,973 0.00 2.00 2.00 Wildland Fuels Manager and Fire Management Coordinator Equity Reclassifications 672,914 752,914 80,000 0.00 0.00 0.00 Total Changes, Fire $ 215,290 2.00 HUMAN RESOURCES GENERAL FUND Administrative Specialist $ 14,109 $ 14,109 $ - 0.00 0.25 0.25 Total Changes, Human Resources $ 0.25 HOUSING COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) Reduction in Federal Funding for Affordable Housing and Community Development $ 810,497 $ 719,969 $ (90,528) 0.00 0.00 0.00 HOME INVESTMENT PARTNERSHIP GRANT (HOME) Reduction in Federal Funding for Affordable Housing in the HOME Consortium $ 1,132,947 $ 800,445 $ (332,502) 0.00 0.00 0.00 Total Changes, Housing $ (423,030) 0.00 Q0 o ATTACHMENT A 2012 2013 Approved Approved Total 2012 2013 FTE Department / Fund / Action Budget Budget Change FTE FTE Change INFORMATION TECHNOLOGY GENERAL FUND Recurring Security Audits $ $ 35,000 $ 35,000 0.00 0.00 0.00 Device Support for Emerging Technology Needs 75,000 75,000 0.00 1.00 1.00 Transfer of Senior PC Specialist position from Library and Arts to IT 80,496 80,496 0.00 1.00 1.00 Total Changes, Information Technology $ 190,496 2.00 LIBRARY AND ARTS LIBRARY FUND Children's and Youth Services Program Librarian - increase General Fund transfer to Library and Arts $ $ 68,000 $ 68,000 0.00 1.00 1.00 Transfer of Senior PC Specialist position from Library and Arts to IT - decrease General Fund transfer to Library and Arts 80,496 - (80,496) 1.00 0.00 (1.00) Total Changes, Library and Arts $ (12,496) 0.00 MUNICIPAL COURT GENERAL FUND Community Coordinator - Reallocation of a Position from CMO to Muni Court $ 20,450 $ 91,349 $ 70,899 0.00 0.88 0.88 Homeless Resource Officer - 102,000 102,000 0.00 1.00 1.00 Total Changes, Municipal Court $ 172,899 1.88 OPEN SPACE AND MOUNTAIN PARKS OPEN SPACE FUND Seasonal Forest Ecosystem Management Crew $ $ 136,607 $ 136,607 0.00 0.00 0.00 Additional Seasonal Trail Crew 195,000 195,000 0.00 0.00 0.00 Forest Management Technician 56,000 56,000 0.00 1.00 1.00 GIS Analyst 61,600 61,600 0.00 1.00 1.00 New Plotter at Annex 9,000 9,000 0.00 0.00 0.00 Arapahoe Fit Augmentation - transfer from CIP to operating 10,000 10,000 - 0.00 0.00 0.00 Total Changes, Open Space and Mountain Parks $ 458,207 2.00 PARKS AND RECREATION .25 CENT SALES TAX FUND Ready to Work Maintenance Crew $ - $ 33,900 $ 33,900 0.00 0.00 0.00 Total Changes, Parks and Recreation $ 33,900 0.00 ATTACHMENT A 2012 2013 Approved Approved Total 2012 2013 FTE Department / Fund / Action Budget Budget Change FTE FTE Change POLICE GENERAL FUND NPE Gap - Training, Fleet and Utilities - partial mitigation $ 4,272,992 $ 4,518,675 $ 245,683 0.00 0.00 0.00 Overtime Compensation 735,345 635,345 (100,000) 0.00 0.00 0.00 Reallocation from Records and Dispatch to fund Technical Assistant position 66,012 66,012 - 1.00 1.00 0.00 Greenwood Wildlif e Rehabilitation - 2nd year of 3 year phase in 10,000 15,000 5,000 0.00 0.00 0.00 Total Changes, Police $ 150,683 0.00 PUBLIC WORKS - DEVELOPMENT AND SUPPORT SERVICES GENERAL FUND Replacement and Renovation Contribution for East Boulder Community Center $ $ 80,937 $ 80,937 0.00 0.00 0.00 PLANNING AND DEVELOPMENT Building Perrot Inspection - two year fixed term position $ $ 70,308 $ 70,308 0.00 1.00 1.00 Total Changes, Public Works - Development and Support Services $ 151,245 1.00 PUBLIC WORKS -TRANSPORTATION AIRPORT FUND land or easement costs - one time increase $ $ 100,000 $ 100,000 0.00 0.00 0.00 TRANSPORTATION FUND Increase ongoing appropriations for operating NPE including construction materials and energy costs $ 10,797,779 $ 11,096,726 $ 298,947 0.00 0.00 0.00 Increase ongoing appropriations for street lighting utility costs 1,265,795 1,392,375 126,580 0.00 0.00 0.00 One time increase in appropriations for routine preventative maintenance - 200,000 200,000 0.00 0.00 0.00 Total Changes, Public Works -Transportation $ 725,527 0.00 PUBLIC WORKS - UTILITIES WATER UTILITY FUND Energy cost increase at Water Treatment Facility $ 628,645 $ 660,045 $ 31,400 0.00 0.00 0.00 Ongoing residuals hauling - Water Treatment 128,646 157,646 29,000 0.00 0.00 0.00 Ongoing water quality monitoring - 28,000 28,000 0.00 0.00 0.00 EPA Monitoring Rule compliance -one time - 20,000 20,000 0.00 0.00 0.00 WASTEWATER UTILITY FUND Reallocate portion of eliminated Maintenance II savings to contracted services $ 49,418 $ 30,000 $ (19,418) 1.00 0.00 (1.00) Ongoing support for Hazardous Materials Management facility 154,051 161,551 7,500 0.00 0.00 0.00 STORMWATER AND FLOOD MANAGEMENT FUND Ongoing support for Hazardous Materials Management facility $ 144,094 $ 151,594 $ 7,500 0.00 0.00 0.00 Total Changes, Public Works - Utilities $ 103,982 (1.00) [This page is intentionally blank.] 12 City of Boulder ATTACHMENT B 2013 SIGNIFICANT BUDGET CHANGES BY FUND, ONE-TIME AND ONGOING 13 ATTACHMENT B Ongoing One Time Ongoing Fixed Requested Requested FTE Term Fund ! Department Action Funds Funds FTE Status GENERAL FUND City Council Council Technology - ongoing costs for digital agendas $ 7,500 $ - 0.00 0.00 Approved City Council Council Travel 20,000 0.00 0.00 Approved Community Planning and Sustainability Civic Area Plan consultant support - 135,000 0.00 0.00 Approved Downtown and University Hill Increase in Credit Card Fees 12,000 - 0.00 0.00 Approved Management Division / Parking Services Finance Transforming Boulder Business Initiative Office Space - 11,130 0.00 0.00 Approved Fire NPE Gap - Training, Fleet and Utilities - partial mitigation 41,817 - 0.00 0.00 Approved Fire Wildland Fuels Manager and Fire Management Coordinator Equity 80,000 - 0.00 0.00 Approved Rec lass if ications Information Technology Device Support for Emerging Technology Needs - 75,000 0.00 1.00 Approved Information Technology Recurring Security Audits 35,000 - 0.00 0.00 Approved Municipal Court Homeless Resource Officer 102,000 - 1.00 0.00 Approved Police NPE Gap - Training, Fleet and Utilities - partial mitigation 145,683 - 0.00 0.00 Approved Police Greenwood Wildlife Rehabilitation - 2nd year of 3 year phase in 5,000 - 0.00 0.00 Approved City Manager's Office CO-LABS membership 3,000 - 0.00 0.00 Funded as One-Time Only Community Planning and Sustainability Department Interns 18,000 - 0.00 0.00 Funded as One-Time Only Community Planning and Sustainability Economic Vitality Business Liaison - one year fixed term 80,000 - 1.00 0.00 Funded as One-Time Only Energy Strategy and Electric Utility Boulder's Energy Future 303,000 - 3.50 0.00 Funded as One-Time Only Development Public Works-Development and Support Annual Replacement & Renovation Contribution for EBCC 80,937 - 0.00 0.00 Funded as One-Time Only Services City Manager's Office City Clerk Reorganization 20,450 - 0.20 0.00 Reallocation Human Resources Administrative Specialist - - 0.25 0.00 Reallocation Information Technology Transfer of Senior PC Specialist position from Library and Arts to IT 80,496 - 1.00 0.00 Reallocation Municipal Court Community Coordinator - Reallocation of a Position from CMO to Muni 70,899 - 0.88 0.00 Reallocation Court Police Reallocation (instead of new funding request listed below) from - - 0.00 0.00 Reallocation Records and Dispatch to fund Technical Assistant position Police Reallocation of Overtime to NPE - - 0.00 0.00 Reallocation Total Changes, General Fund $ 1,105,782 $ 221,130 7.83 1.00 ATTACHMENT B Ongoing One Time Ongoing Fixed Requested Requested FTE Term Fund ! Department Action Funds Funds FTE Status PLANNING AND DEVELOPMENT SERVICES FUND Public Works-Development and Support Building Permit Inspection - two year fixed term position $ $ 70,308 0.00 1.00 Approved Servics Community Planning and Sustainability Building Plan Review and Permit Issuance - tw o year fixed term 81,180 0.00 1.00 Approved Assistant Zoning Administrator Community Planning an Sustainability Building Plan Review and Permit Issuance - tw o year fixed term 81,180 0.00 1.00 Approved Project Specialist Community Planning and Sustainability Department Interns-increase General Fund transfer to Planning and 36,000 - 0.00 0.00 Funded as One-Time Only Development Services Total Changes, Planning and Development Services Fund $ 36,000 $ 232,668 0.00 3.00 .25 CENT SALES TAX FUND Parks and Recreation Ready to Work Maintenance Crew $ 33,900 $ - 0.00 0.00 Approved Total Changes,.25 Cent Sales Tax Fund $ 33,900 $ 0.00 0.00 LIBRARY FUND Library and Arts Children's and Youth Services Program Librarian - increase General $ 68,000 $ - 1.00 0.00 Approved Fund transfer to Library and Arts Library and Arts Transfer of Senior PC Specialist position from Library and Arts to R- (80,496) - (1.00) 0.00 Reallocation decrease General Fund transfer to Library and Arts Total Changes, Library Fund $ (12,496) $ - 0.00 0.00 OPEN SPACE FUND Open Space and Mountain Parks Additional Seasonal Forest Ecosystem Management Crew $ 136,607 $ - 0.00 0.00 Approved Open Space and Mountain Parks Additional Seasonal Trail Crew 195,000 - 0.00 0.00 Approved Open Space and Mountain Parks Forest Management Technician 56,000 - 1.00 0.00 Approved Open Space and Mountain Parks GIS Analyst 61,600 1.00 0.00 Approved Open Space and Mountain Parks New Plotter at Annex - 9,000 0.00 0.00 Approved Open Space and Mountain Parks Arapahoe Pit Augmentation - transfer from CIP to operating - - 0.00 0.00 Reallocation Total Changes, Open Space Fund $ 449,207 $ 9,000 2.00 0.00 ATTACHMENT B Ongoing One Time Ongoing Fixed Requested Requested FTE Term Fund ! Department Action Funds Funds FTE Status AIRPORT FUND Public Works-Transportation Airport land or easement costs - one time increase $ - $ 100,000 0.00 0.00 Approved Total Changes, Airport Fund $ - $ 100,000 0.00 0.00 TRANSPORTATION FUND Public Works-Transportation Increase ongoing appropriations for operating NPE including $ 298,947 $ - 0.00 0.00 Approved construction materials and energy costs Public Works-Transportation Increase ongoing appropriations for street lighting utility costs 126,580 - 0.00 0.00 Approved Public Works-Transportation One time increase in appropriations for routine preventative - 200,000 0.00 0.00 Approved maintenance Total Changes, Transportation Fund $ 425,527 $ 200,000 0.00 0.00 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUND Housing Reduction in Federal Funding for Affordable Housing and Conran nity $ (90,528) $ - 0.00 0.00 Approved Development Total Changes, Community Development Block Grant Fund $ (90,528) $ - 0.00 0.00 HOME INVESTMENT PARTNERSHIP GRANT (HOME) FUND Housing Reduction in Federal Funding for Affordable Housing in the HOME $ (332,502) $ - 0.00 0.00 Approved Consortium Total Changes, Home Investment Partnership Grant Fund $ (332,502) $ - 0.00 0.00 WATER UTILITY FUND Public Works-Utilities Energy cost increase at Water Treatment Facility $ 31,400 $ - 0.00 0.00 Approved Public Works-Utilities Ongoing residuals hauling - Water Treatment 29,000 - 0.00 0.00 Approved Public Works-Utilities Ongoing water quality monitoring 28,000 - 0.00 0.00 Approved Public Works-Utilities EPA Monitoring Rule compliance (one time) - 20,000 0.00 0.00 Approved Total Changes, Water Utility Fund $ 88,400 $ 20,000 0.00 0.00 ATTACHMENT B Ongoing One Time Ongoing Fixed Requested Requested FTE Term Fund ! Department Action Funds Funds FTE Status WASTEWATER UTILITY FUND Public Works-Utilities Reallocate portion of eliminated Maintenance II savings to contracted $ (19,418) $ - (1.00) 0.00 Approved services Public Works-Utilities Ongoing support for Hazardous Materials Management facility 7,500 - 0.00 0.00 Approved Total Changes, Wastewater Utility Fund $ (11,918) $ - (1.00) 0.00 STORMWATER AND FLOOD MANAGEMENT UTILITY FUND Public Works-Utilities Ongoing support for Hazardous Materials Management facility $ 7,500 $ - 0.00 0.00 Approved Total Changes, Stormwater and Flood Management Utility $ 7,500 $ - 0.00 0.00 DOWNTOWN COMMERICAL DISTRICT Downtown and University Hill $ 74,000 $ - 0.00 0.00 Approved Management Division / Parking Services Increase in Credit Card Fees Total Changes Downtown Commercial District Fund $ 74,000 $ - 0.00 0.00 UNIVERSITY HILL COMMERCIAL DISTRICT Downtown and University Hill $ 11,000 $ - 0.00 0.00 Approved Management Division / Parking Services Increase in Credit Card Fees Total Changes University Hill Commercial District Fund $ 11,000 $ - 0.00 0.00 V [This page is intentionally blank.] 18 City of Boulder STRATEGIC PLANNING 2013 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. Combined, the actions taken have reduced the revenue gap to $95 million in 2030. In 2010, City Council reviewed development taxes and fees and implemented an updated impact 19 Strategic Planning fee structure to increase development's contribution to growth related costs. Most recently, 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. Details of the Capital Bond projects can be found in the 2013-2018 Capital Improvement Program (Volume II of the Annual Budget). The city continues to pursue strategies for revenue stabilization. In November 2012, voters approved renewal of the .25% sales tax and the Climate Action Plan Tax. The city will provide an update on the BRC One and BRC Two findings in 2013, and strategic planning in 2013 and beyond will include a citywide review of fees and continued analysis on revenue diversification and potential sources of new revenues. 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 2012 marks the third 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 2012 assessments were completed in the Fire Department, Housing program area, and the City Manager's Office, and assessments in the Parks and Recreation Department and Arts and Culture program area of the Library and Arts Department will be completed by year's end. Additional assessments are planned for 2013 and will include at minimum Downtown University Hill Management District - Parking Services (DUHMD). The city adopted Priority Based Budgeting (PBB) in 2010, and more information on PBB's results can be found in the following subsection. 20 Strategic Planning The city continues to pursue strategies for expenditure control, with an emphasis on providing high priority programs and services to the community. 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. Finally, to correctly cost city programs and allocate resources in a more transparent way, adjustments will be made to the existing cost allocation plan in 2013. A new, full cost allocation study is planned for 2014-2015. Priority Based Budgeting Purpose of PBB 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. 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 ITTSISTAKABIPW Prion Subcommunity and Budge f R Area Plans 4'- 21 Strategic Planning 2013 PBB Outcomes Now integrated into its third consecutive year of budget development, PBB is the framework within which all budget decisions are made. In the 2013 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. Additionally, to maintain value and consistency in program scoring, Peer Review Groups, citywide teams who come together to score all PBB programs and services annually, received additional training and guidance this year. 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 2013 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 reduced revenue projections, there was little opportunity to add resources to city programs in the 2013 budget. PBB was a tool to help shift resources from lower to higher priority programs. Figure 2-02 below illustrates changes that are included in the Annual Budget. Figure 2-02: Budget Allocations for 2013 in PBB Terms $93,240,511 Quartile 1 $5,210,152 $48,715,601 Quartile 2 M$2983,959 Quartile 3 $51,783,789 $2,679,563 2012 Budget 0 ■ 2013 Change Quartile 4 $13,159,333 -$1,270,315 I At first glance, this graph shows approximately $1.3 million in reductions in Quartile 4 programs, compared to increases in Quartile 1, 2 and 3 programs. The reduction is notable, because after inflationary increases in existing programs, and including additional one time personnel costs related to a 27th pay period in 2013 (for which reserves had been accumulated), a net decrease in 22 Strategic Planning funding has been achieved in Quartile 4 programs, with increasing funding to other programs in priority order. As Table 2-01 shows, the use of PBB in the 2013 budget process achieved a reduced proportion of city resources being allocated to Quartile 4 programs. Table 2-01: Proportion of Funding by PBB Quartile PRIORITY BASED BUDGETING Share of 2012 2013 Approved Change to 2012 2013 Approved Share of 2013 Quartile 2012 Budget Total Change Budget (014 Budget Total Q1 $ 93,240,511 45.1% $ 5,210,152 5.6% $ 98,450,663 45.5% Q2 48,715,601 23.5% 2,983,959 6.1% 51,699,560 23.9% Q3 51,783,789 25.0% 2,679,563 5.2% 54,463,352 25.2% Q4 13,159,333 6.4% -1,270,315 -9.7% 11,889,018 5.5% 23 [This page is intentionally blank.] 24 City of Boulder PRIORITY BASED BUDGETING RESULTS AND ATTRIBUTES 2013 Annual Budget Policy goals for the 2013 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 2013 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. 25 PBB 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. 26 PBB 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 ofa 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. 27 [This page is intentionally blank.] 28 City of Boulder BUDGET ALLOCATION BY PBB QUARTILE 2013 Annual Budget Final program scores created four quartiles. The highest rated programs are in Quartile I. 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. Figure 2-03: 2013 Budget Allocation by PBB Quartile, All City Programs Quartile 1 $98,450,661 Quartile 2 $51,699,559 Quartile 3 $54,463,355 Quartile 4 _$11,889,019 Figure 2-04: 2013 Budget Allocation by PBB Quartile for Community Programs Quartile 1 $89,654,642 Quartile 2 $43,516,035 Quartile 3 $35,018,297 Quartile 4 $6,910,921 29 PBB Allocation by Quartile Figure 2-05: 2013 Budget Allocation by PBB Quartile for Governance Programs Quartile 1 $8,796,018 Quartile 2 $8,183,524 Quartile 3 $19,445,058 Quartile 4 $4,978,097 30 City of Boulder PRIORITY BASED BUDGETING PROGRAMS BY QUARTILE 2013 Annual Budget 31 Table 2-02: 2013 PBB Programs by Quartile W N _65~rograms 1 78 programs 9.5 programs 53 ro rams Conduct of Elections City Attorney's City Manager's including Campaign Finance City Manager's City Manager's Board and Commission Office Administrative Services Office Reform/matching funds Office Internal Communication Office Administration administration City Attorney's City Manager's City Managers City Manager's Office Advisory Services Office External Communication Office Organizational Development Office Multi Media Court Services - Civil City Attorney's City Managers Community Planning Business Incentive City Manager's Office Litigation and Municipal Office General Administration & Sustainability Programs Office Sister City Administration Prosecution City Managers City Administration and City Managers Community Planning City Organization BID funding for Office Operations Office Intergovernmental Relations & Sustainability Sustainability DUHMD/PS events/marketing Records Retention, management, and destruction ((including storage), Open City Managers iRecords Requests; Domestic Community Planning Ecological Planning Community Planning Economic Vitality Program BID funding for Office partnerships; Contract & Sustainability & Sustainability & Sponsorships DUHMD/PS survey/database routing/document recording; and, Council Chamber AV ;support for Council meetings Building Permit Plan Review Community Planning Community Planning Energy Efficiency and BID funding for trash, & Sustainability & Issuance (Zoning DUHMD/PS Citywide Event Permitting " & Sustainability Conservation DUHMD/PS ambassadors, kiosk Compliance) Community Planning Building Permit Site Downtown and Community Community Planning I & Sustainability Inspection DUHMD/PS Improvements-Pearl Street & Sustainability Historic Preservation DUHMD/PS CAGID Parking Refunds Mall/Downtown streetscape Community Planning Community Planning & Sustainability Comprehensive Planning"* DUHMD/PS Meter Program*" & Sustainability Waste Reduction DUHMD/PS Citywide Film Permitting Community Planning Planning Boulder Junction & Sustainability Development Review DUHMD/PS Access GID's DUHMD/PS Civic Plaza- Farmers Market DUHMD/PS Mall operations Community Planning Regional Sustainability Finance Administration DUHMD/PS EcoPass Program*" DUHMD/PS News box program & Sustainability Community Planning Zoning Administration and Neighborhood Parking Public Information/Econ & Sustainability Enforcement Finance Debt Management DUHMD/PS Program DUHMD/PS Vitality*' Departmental Budget Parking Enforcement & Trash Bag supplies outside Finance City Budget Development Finance DUHMD/PS DUHMD/PS Support S ecial Event Enforcement the Hill Business District Finance Finance Administration Finance Liquor Licensing rDH- MD/P S I Parking Garages/Lots- Finance Centralized Mail Services Downtown & Uni Hill*' Finance Financial Reporting Finance Purchasing D/PS ADM-Commercial District Access program"" Finance Employee Wellness single program in multiple funds Table 2-02: 2013 PBB Programs by Quartile (Cont.) Fire Response, Emergency Medical Response, Rescue (Vehicle, swift water, Fire trapped persons), Service Finance Sales Tax - Auditing DUHMD/PS University Hill streetscape & Finance Information Desk Calls (lockouts, lift assists, public space maintenance water leaks, alarm shutoffs, etc.), Boulder Emergency Squad (BES) Hazardous Materials Sales Tax - Licensing, Fire Finance Collections Finance Forecasting & Analysis Finance Internal Audit Release Response/Training Affordable Housing Inspections/Code Housing Planning/Development Fire Enforcement, Fire Finance Imaging/Record Retention Fire Contracts (Rocky Mtn Review/Project Investigation, Fire Code Rescue Group, Ambulance) Management- Permits Human Resources Compensation - Delivery Systems, Classification, Fire Office of Emergency SWAT Support (for Police Finance Long-range Planning Fire Market Analysis and Management Department) _ Structure Information Geographic Information Housing Funding/Community Finance Misc. Accounts Receivable Fire Water Search and Rescue/ Technology Systems (GIS) Development and Assessment Districts Recovery/Training Information Network Administration Asset Management/ Housing Funding/Housing i Finance Old Hire Pension Plan Mgmt Housing Technology (WAN/LAN/Wireless) Monitoring Information Packaged Application Human Resources Benefits - Employee Welfare Finance Other Licensing Human Resources Succession Planning Technology Support Information Security Administration Human Resources Employee Relations Finance Payment Processing Human Services Community Mediation Technology Program Information Server Administration Human Resources Human Resources Finance Policy Analysis Human Services Food Tax Rebate Program Technology Information S stem HRIS Open Space & Forest Ecosystem Mountain Parks Management Program Human Resources Labor Relations Finance Portfolio Management Human Services Seniors/Social Programs _(FEMP) Open Space & Prop & Casualty Self Information Ranger Naturalist Services Human Resources Payroll Finance Help Desk (Tier 1) Support Mountain Parks Insurance Technology Regional, Master, and Open Space & Related Planning and Plan Human Resources Policies Finance Workers' Compensation Self Library and Arts Arts Resource Mountain Parks Implementation Coordination Insurance Departmental Open Space & Trail Maintenance and Childcare Subsidy and Vehicle/Equipment Arts/Business Collaborative Mountain Parks Construction Human Services Referral Fire Maintenance and Library and Arts Grant Replacement Open Space & Trailhead Maintenance and Public Fire and Safety Mountain Parks Construction Human Services Human Services Fund Fire Education, Juvenile Fire Library and Arts Arts-in-Education grants Setter Intervention Parks and Athletic Field Maintenance Human Services Planning W ildland Boulder Museum of Human Services Fire Operations/Planning/ Library and Arts Recreation and Project Management Miti ation/ Coordination Contemporary Art (BMoCA) Parks and Carnegie Library: Public Recreation Forestry Operation Human Services Office of Human Rights Housing Homeownership Programs Library and Arts Service & Programming Parks and Park Operations and Dairy Center for the Arts w Human Services Prevention & Intervention Human Resources Benefits -Employee Leaves Library and Arts w Recreation Maintenance support Parks and Information Custom Application Benefits -Retirements & Recreation Planning** Technology Provision and Related Human Resources Terminations Library and Arts Dance Bridge Support single program in multiple funds W Table 2-02: 2013 PBB Programs by Quartile (Cont.) Parks and Reservoir Programs, Information Main Library: Multi-Cultural Database Administration Human Resources Diversity Library and Arts Recreation Services and Maintenance Technology Outreach Valmont City Park Parks and Programs, Services and Information Disaster Recovery/Planning Human Resources Performance Management Library and Arts Main Library: Programming Recreation Technology & Events Maintenance Information Main Library: Special Police Hill Unit Technology eGovemment (Web/lntemet) Human Resources Staffing Library and Arts Services & Homebound Delivery Information Telephone Systems Police Mall Unit Technology Administration and Device Human Resources Training Library and Arts Main Library: Youth Services Support Police Patrol Watches I, II and III Library and Arts Main Library - Access Human S Childcare Recruitment and Library and Arts Meadows Branch Library: Services Services & Facility Training Programming & Events Police Special Enforcement Unit Municipal Court Adjudication Human Services Community Relations f Libra and Arts Mini Grants Police Traffic Section Municipal Court Case Management - General Human Services Family Resource Schools Library and Arts Reynolds Branch Library: Pro rammin & Events Public Works -DSS Base Map Data Municipal Court Probation Services Human Services Senior Centers Library and Arts Theater grants Maintenance Public Works -DSS Building Code Enforcement Open Space & Agricultural land Mountain Parks management Human Services Senior Resources Library and Arts Volunteer Services Open Space & Ecological Restoration Parks and Public Works -DSS Building Inspection Human Services Seniors/Health & Wellness Arts Programs and Services Mountain Parks Program (ERP) Recreation Public Works - DSS Building Plan Review and Open Space & Education and Outreach Human S Youth Opportunities Parks and Dance Programs and Services Permit Issuance Mountain Parks Program Program Recreation Services Open Space & Grassland Ecosystem Information End-User Device and Office Parks and Flatirons Event Center Public Works - DSS Development Review Management Program Automation Administration Management and Mountain Parks (GMEP) Technology and Tier 2 Support Recreation Maintenance Public Works - DSS Engineering Permits Open Space & Integrated Pest Library and Arts BoulderReads! Adult and Parks and Gymnastics Programs and Mountain Parks Mana ement IPM) Family Literacy Services Recreation Services Public Works - DSS Radio Shop and Open Space & Real Estate Acquisition Library and Arts Carnegie Library: Facility & Parks and Health and Wellness Communications Support Mountain Parks OSMP Archival Functions Recreation Programs and Services Public Works - Airport Maintenance and Open Space & Real Estate Services to Parks and Youth Recreation Transportation Operations Mountain Parks OSMP Library and Arts Digital Services Recreation _Opportunities Public Works - Bikeways/Multi-Use Path Open Space & Community Police Center Transportation Maintenance Mountain Parks Water rights administration Library and Arts Main Library: Adult Services Police (CPC) Public Works - [Opentain Space & Wetland and Aquatic Transportation Multimodal Planning Parks Management Program Library and Arts Major Grants Police Crime Analysis Unit (WAMP) single program in multiple funds Table 2-02: 2013 PBB Programs by Quartile (Cont.) Public Works - Open Space & Meadows Branch Library: Transportation Sidewalk Repair Mountain Parks Wildlife & Habitats Library and Arts Core Public Services & Police Crime Lab Facility Public Works - Signal Maintenance & Parks and Equipment Replacement Construction Library and Arts Prospector Public Works -DSS Transportation Upgrade Recreation (non-fleet) Reynolds Branch Works - Signs & Markings Parks and Golf Course Programs, Library and Arts Core ublicServices lr&ryPublic Works - DSS Fleet Operations -Fueling Transportation Recreation Senaces and Maintenance P Public Works - Street Repair and Parks and Natural Resource Transportation Maintenance Recreation Management (IPM, Water, Municipal Court Case Management - Animal Public Works - DSS Fleet Operations - Repair Wetland, Wildlife) Public Works - Parks and Recreation Center Transportation I Street Snow & Ice Control Recreation Operations and Maintenance Municipal Court Case Management -Parking I_ Public Works - Case Management - Photo Transportation Traffic Engineering Police Accident Report Specialists Municipal Court Enforcement (Radar and Red Light)_ Public Works - Transit Operations Police Code Enforcement Municipal Court Case Management - Traffic Transportation Public Works - Transportation System Open Space & Conservation Easement Transportation Management Police Crime Prevention Mountain Parks Compliance Public Works - Collection System Open Space & Police DUI Enforcement Cultural Resources Program Utilities Maintenance Mountain Parks Public Works - Distribution System Police General Instigations Open Space & Dog tag, permit and facility Utilities Maintenance Mountain Parks leasing programs Public Works - Flood Channel Maintenance Police Major Crimes Unit Mountain Open Space & Parks Utilities Facility management Public Works - Flood Management Police Narcotics Open Space & Junior Rangers Utilities Mountain Parks Public Works - Industrial Pretreatment Police Photo Enforcement Open Space & Monitoring & Visitation Utilities Mountain Parks Studies Public Works - Planning and Project Police and Fire Open Space & Utilities Management Police Communications Center Mountain Parks Payments to Fire Districts single program in multiple funds W lJ'I Table 2-02: 2013 PBB Programs by Quartile (Cont.) W rn QUARTILE 2 QUARTILE 3 Public Works - Storm Sewer Maintenance Open Space & Utilities Police Special Events Management Mountain Parks Rapid Response - Public Works - Wastewater Treatment Plant Public Works - DSS Capital Development (DET & Open Space & Real Estate Services to the Utilities (WWTPLOp erations Impact Fees) Mountain Parks General Fund Public Works - Water Treatment Plants Public Works - DSS Facility Renovation & Open Space & Resource Information Utilities Operations Replacement (R&R) -Mountain Parks Services Public Works - DSS GIS Services Open Space & Signs Mountain Parks Public Works - DSS Rental Housing Licensing Open Space & Volunteer Services Program and Enforcement Mountain Parks Public Works - Employee Transportation Parks and Outdoor Pools Programs, Transportation Program Recreation Services and Maintenance Public Works - Parks and Philanthropy , Volunteers, Transportation Street Lighting** Recreation Community Events, Historic and Cultural Management " Public Works - Travel Demand Management Parks and Sports Programs and Transportation Recreation Services Public Works - Hazardous Materials Parks and Therapeautic Recreation Utilities Management Program Recreation Program and Services Public Works - Raw Water Facilities police Animal Control Utilities Operations Public Works - Stormwater Permit f Police Property and Evidence Utilities Compliance Public Works - Stormwater Quality Police Records Management Utilities Operations 1 1 Public Works - Wastewater Quality Police School Resource Officers Utilities Operations Public Works - Water Quality Operations Police Specialized Investigations Utilities Public Works - Water Resources Police Target Crime Team Utilities Operations Police Victim Services Public Works - DSS Contractor Licensing Public Works - DSS Facility Major Maintenance (MM projects > $3,000) Public Works - DSS Facility Major Maintenance (MM projects > $3,000)_ single program in multiple funds Table 2-02: 2013 PBB Programs by Quartile (Cont.) Facility Operations & Public Works - DSS Maintenance (O&M projects < $3000) Facility Operations & Public Works - DSS Maintenance (O&M projects < $3000) Fleet Operations - Public Works - DSS Preventative Maintenance PM Public Works - DSS Fleet Replacement Public Works - Forest Glen GID (Eco-Pass) Transportation Public Works - Graffiti Maintenance Transportation Public Works - Median Maintenance Transportation Public Works - Street Sweeping Transportation Public Works - Billing Services Utilities Public Works - Hydroelectric Operations Utilities Public Works - Marshall Landfill Operations Utilities Public Works - Meter Operations Utilities Public Works - Water Conservation Utilities single program in multiple funds w V [This page is intentionally blank.] 38 City of Boulder GENERAL CITY INFORMATION 2013 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 1 5th 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 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. 39 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 150 miles of public hiking and biking trails, and its mountain parks and open space holdings receive 1.8 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, then passed a municipal carbon tax in 2008 to counteract global warming. 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 have 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, nine 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. Boulder's Awards and Recognitions The City is recipient of varied and numerous awards, including: America's Best Town for Startups- Bloomberg Businessweek, America's Most Economically Vibrant College Town - The Atlantic Cities; Best Vacation Destinations - Frommer's; America's Top 50 Bike-Friendly Cities (#3) - Bicycling; Top 10 Cities for Affordable Vacations (#7) - Livability.com; Most Well-Read 40 Citywide Context and Budget Process Cities in America (#5) - Amazon.com; America's Healthiest Metros (#3) - The Atlantic Cities; Top 10 College Towns, 2011 (#1) - Livability.com; Top 10 Travel Destinations for 2012 (#7) - Lonely Planet, America's Best Adventure Towns - National Geographic, Happiest City in America - Gallup; and Best Towns 2011 (#4) - Outside Magazine. City Government The City of Boulder is governed by nine City 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. The city employs a full-time city manager, appointed by City Council to oversee the operations of the city. The City Council also appoints the city attorney and the municipal judge. Demographic Characteristics Population: 99,070 (Source: City of Boulder) Median Age: 28.7 Median Education: 69.0% percent of residents with Bachelor's degree or higher Median Family Income: $92,930 Median Household Income: $51,779 Per capita income: $35,830 Median Value of Owner-Occupied Housing Units: $475,200 Median rent: $1,010 Persons below poverty level: 21.1% Unemployment Rate: 6.2% (Source: May 2012, Bureau of Labor Statistics) ' Unless otherwise noted, information is from the U.S. Census Bureau, 2006-2010 American Community Survey 5-year estimates 41 Figure 3-01: City of Boulder 2013 Organizational Chart .A City Council Citv N AttorneV City Manager Municipal Judge Tom Carr Jane S. Brautigam Linda Cooke Paul J. Fetherston Fire/Rescue Chief Police Chief Human Resources Chief Financial Energy Strategy and Electric Larry Donner Mark R. Beckner Director Officer Utility Development Eileen Gomez Bob Eichern Executive Director Heather Bailey Community Planning anr INNIN" Open Space and Sustainability • Director Executive Director Director Director David Parking Downtown- University Hill Human Se ices Municipal Court Management and Services Director Director Karen Rahn -DwIt" ~CTK-- Administrator Molly Winter Alisa Lewis Lynne Reynolds Development and Support Transportation Utilities Services Director Director Director Maureen F. Rait Tracy Winfree Jeffrey M. Arthur Note: Solid line denotes direct report and dotted line indicates day to day assistance. City of Boulder BUDGET PHILOSOPHY AND PROCESS 2013 Annual Budget Budget Philosophy Serving the public trust requires that the annual 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 mission, which is "to create, enhance, and preserve a human, natural, physical, and economic environment which fosters our community's unique quality of life." The budget should also reflect our core city organization values of integrity, teamwork, service excellence, personal growth, and innovation. In addition to balancing allocations to meet community needs and incorporating our mission 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 PBB 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. 43 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 preliminary 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 fiscal year are adopted in October during public hearings. The public is given opportunity to comment on the Recommended Budget during both 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). 44 Citywide Context and Budget Process Figure 3-02: Schedule of Budget Process by Month Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec L I City Projects Revenue I i Priority Based Budgeting Program Review • Budget Guidelines and Targets are Issued Departments Executive Budget Team Council Budget Submit Budget Meetings and Budget Hearings and Public Requests Decisions Input Prior Year Budget Update Council Budget First Budget Council Review of Council Operating and Statutory Deadline for and Revenue Outlook Study Session and Supplemental Revenue and Ballot Capital Budget Study Adopting the Annual Revenue Update Issues Sessions Budget Council Budget and Revenue Update and Second Budget Supplemental 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. 45 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. 46 Citywide Context and Budget Process Mvi • 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. 47 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. 48 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. 49 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. 50 Citywide Context and Budget Process • 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. • Assessed Valuation - Basis for determining property taxes. The County Assessor determines the assessed valuation of residential real property. For 2012, property was appraised at the 2011 actual value. As provided by state law, the residential rate was 7.96% of its actual 2011 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. 51 Citywide Context and Budget Process • 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. • 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. 52 Citywide Context and Budget Process • 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. • 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. 53 Citywide Context and Budget Process • 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. • 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. 54 City of Boulder CITYWIDE FINANCIAL AND MANAGEMENT POLICIES 2013 Annual Budget Section 1 - General Information 1.1 Annual Budget Submittal - Annual budgets shall be balanced. Budgeted expenditures and transfers-out will not exceed reasonable projection of the sum of current year revenues, transfers-in, and available fund balances. One time revenues shall only be used to cover one time costs. Ongoing revenues shall be used to cover ongoing costs. Debt shall not be utilized for operating expenses.' 1.2 Budget Process - An annual budget shall be adopted every year by December 1 st prior to the budget period.z 1.3 Budget Preparation - 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. 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.3 Two annual, one time adjustments to the initial appropriations may be submitted to City Council for approval. Section 2 - Revenue Policies 2.1 Property Tax - Mill levies shall be certified at the 1992 mill levy rate. A temporary mill levy credit shall also be certified whenever the calculated revenue forecast exceeds the calculated revenue limitation by more than 1 /10th of a mill.4 2.2 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. Proposed rate increases are based upon Citywide Pricing Policy Guidelines that were adopted by Council in 1994. User fees shall be aligned with these guidelines over a five-year period. 55 ati0"~= Financial and Management Policies 2.3 User Fee Guidelines - The general guidelines of the City of Boulder regarding user fees are based upon the following considerations: A. Full Cost Recovery 1. The individual or group using the service is the primary beneficiary. 2. The level of service use attributed to a user is known. 3. Administrative cost of imposing and collecting the fee is not excessive. 4. Imposing a full cost fee would not place the city at a competitive disadvantage. 5. The service is usually provided by the private sector, but may also be provided by the public sector. B. Partial Cost Recovery 1. Services benefit those who participate but the community at large also benefits. 2. The level of service use attributed to a user is known. 3. Administrative costs of imposing and collecting the fee are not excessive. 4. Imposing a full cost fee would place the city at a competitive disadvantage. 5. The service is usually provided by the public sector, but may also be provided by the private sector. C. No-Cost Recovery (a service does not have to meet every criterion) 1. The service is equally available to everyone in the community and should benefit everyone. 2. Because the service is basic, it is difficult to determine benefits received by one user. 3. The level of service attributable to a user is not known. 4. Administrative costs of imposing and collecting a fee exceed revenue expected from the fee. 5. Imposing the fee would place the city at a serious competitive disadvantage. 6. The service is primarily provided by the public sector. 7. Charging a fee would result in undesirable behavior. D. "Enterprise" or "Profit" Center (a service does not have to meet every criterion) 1. Individuals or groups benefit from the service and there is little community benefit. 2. The level of service use attributable to a user is known. 3. There is excess demand for the service; therefore, allocation of limited services is required. 4. Administrative cost of imposing and collecting the fee is not excessive. 5. The service is provided at market price by the private sector. 56 Financial and Management Policies E. Other Considerations 7. Nonresidents do not pay the full level of city taxes. Therefore, nonresidents will usually pay a premium of 25% above the standard fee for the service. 2. The city currently defines "Direct Costs" as costs that are all the specific, identifiable expenses associated with the actual provision of a service. 3. "Indirect Costs" can include departmental overhead costs such as administrative costs and operating reserve account as well as city overhead costs. City overhead costs include the costs of all the city's general support services. Departments, when establishing fees, should identify whether a fee recovers the full cost, (sum of direct and indirect costs), partial cost or is a market rate fee. 2.3a User Fee Subsidies - After a fee has been set at a either a full cost recovery, partial cost recovery, or market level, any subsidy or reduced rate user fee offered by the city of Boulder will be based primarily on economic or financial need. The basis for determining financial need will be 50% of the average median income (AM[) for Boulder County. In addition, programs that include a subsidy or reduced rate component are available to City of Boulder residents only. 2.4 Asset Forfeiture Revenue - To create a long-term funding source from limited and uncertain revenue, asset forfeiture/ seizure revenue resulting from crime prevention/ apprehension activities by the Police Department shall be conceptually considered as "endowment" funds and the principal shall be held in reserve. With the exception of occasional exceptional unanticipated unfunded needs, only interest earnings on the principal shall be allocated for expenditures. 2.5 Accrued Interest for 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. 2.6 Unspent Revenues - On an annual basis, any unspent revenues subject to and in compliance with the associated limitations of Amendment #1 revenue and spending constraints shall be "reserved" and therefore will be considered "spending" in the current fiscal year. 2.7 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 57 Financial and Management Policies adjusted annually by an inflation factor until the maximum amount included in the ballot issue is reached. 5 2.7a Education Excise Tax- In June 2003, City Council approved the following policy guidelines pertaining to Education Excise Tax. City Council reviewed and updated these guidelines in July 2007: Education Excise Tax revenues shall be used only for one time capital and non-capital expenditures to the extent permitted by state law. Education Excise Tax revenues may be used to: • Help fund facilities needed to serve new growth • Improve or renovate existing facilities • Enhance the viability of existing facilities, including recreational facilities • Fund tax refunds or set-offs relating to education purposes • Purchase properties to preserve them for future educational purposes. Education Excise Tax revenues shall be expended in a manner that supports both Boulder Valley School District and city of Boulder needs and objectives. An evaluation of city needs and objectives should be informed by reference to the city's community sustainability goals. Potential projects for Education Excise Tax expenditures may be proposed by either the city of Boulder or the Boulder Valley School District. In either event, both organizations shall be informed of any proposal, and direction provided first by Council's Boulder Valley School District Issues Committee then from the full City Council, prior to the commencement of any formal evaluation or consideration of such proposal. As may become necessary, Council may direct consideration of one or more proposals to occur in a forum where input by the community and the Boulder Valley School District may be solicited. 2.8 Utility Charges - The city reviews estimated revenues and fee schedules as part of the budget process. Estimated revenue and expenditures are projected for five years and updated annually. 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 58 Financial and Management Policies • Analysis of customer demands and usage characteristics • Allocation of revenue requirements to customer service characteristics • Development and design of rates schedules. Other charges for specific services are designed to recover costs and follow the guidelines of the Citywide Pricing Policy adopted by Council in 1994. Plant Investment Fees are 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. Section 3 - Financial Administration 3.1 General Information - The city's fiscal year shall be the calendar year. The Department of Finance shall collect taxes and maintain financial records.6 3.2 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: a. Complete recovery of costs incurred with the exception of the costs of "general governance" b. Equitable allocation of costs to users c. Provision of incentives for service providers to deliver products and services efficiently and effectively d. Provision of a stable cost allocation system to facilitate the organization's budgeting for charges and revenues e. 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 totally 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. The Boulder Housing Partners (formerly the Housing Authority) shall not be charged for services provided by General Fund Departments. Such costs will be borne by the General Fund. 59 atiO"~= Financial and Management Policies 3.3 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). These funds may be utilized for facility maintenance, reserved for facility replacement, or utilized for debt service payments for facility related projects pursuant to a long term plan based upon the condition of each facility. If the 2 percent funding goal cannot be reached in any given year due to funding constraints, the expected result will be an increase in the maintenance backlog equal to the funding shortfall. The Facilities and Asset Manager will prioritize maintenance/ renovation needs to ensure that critical systems are properly maintained so that facility safety and operations continue without interruption. Lower priority work will be postponed until funding is available to complete these tasks. The Facilities & Asset Manager will report the amount of maintenance backlog and any impacts on facility safety and operations annually during the budget process. If/when the revenue base permits, facility maintenance funding shall be given a high priority before consideration of other service restorations or additions. 3.4 Building Replacement Costs - Where debt payments are being made for city buildings, if the revenue source(s) do not sunset when the debt is retired, the ongoing revenue will be allocated to a building replacement fund. If the funding source does sunset, replacement resources for the building shall usually come from new or extended revenue leveraged by bonding. 3.5 Equipment Replacement Costs - Funds shall be reserved annually for replacement of city equipment and these costs will be reflected in the operating expenditures of the activity using the equipment, to facilitate accurate costing of service delivery. 3.6 Vehicle Replacement Costs - 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. 3.6a Vehicle Changes - 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: no increase in miles driven in the conduct of city business, and no net increase in the number of fleet units. 60 Financial and Management Policies 3.7 Computer Replacement Costs - Computer replacement funds shall be created to level out spending for microcomputer and network related hardware and software and ensure that adequate replacement funds are available when equipment reaches the end of its useful life. Through 2006, this fund was expected to cover 80% of the General Fund replacement costs. The remaining 20% of costs were covered in individual departmental budgets and restricted funds were expected to reserve funds necessary to cover 100% of their microcomputer and network related hardware and software replacement costs. As of 2007, departments were expected to contribute 100% of the replacement costs, including related hardware, software and support costs, for any additional computers purchased. In 2011 the remaining General Fund subsidy portion of the fund was distributed to departments, on a per computer basis. As of 2011, departments are expected to budget 100% of their microcomputer and network related hardware and software replacement costs, to be transferred to the Computer Replacement Fund. 3.8 Technology Improvements - Recognizing the contribution of technology in efficient and effective service provision, improvements in technology shall be important considerations in resource allocations. 3.9 General Fund Annual Savings - The General Fund emergency/stabilization reserve shall be maintained at a 10% minimum and a 15% maximum, as conditions allow. 3.10 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. 3.11 Property and Casualty and Workers Compensation Funds - Both the Property and 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. 3.12 Accumulated Sick, Vacation Time, and 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. This funding will be set aside in the Compensated Absences Fund for General Fund liabilities and as reserves in each of the restricted funds. 61 ati0"~= Financial and Management Policies 3.13 Compensation Policy - The City of Boulder is dedicated to delivering responsive, high- quality, innovative services that meet or exceed the expectations of the people we serve in a fiscally-responsible manner. The city's total compensation program builds and reinforces a high performance culture that drives excellence, innovation, collaboration, continuous learning, and accountability. The program supports responsible stewardship of public funds, and enables the city to attract, engage, empower and retain exceedingly talented employees who are committed to serving our community. Our expectations of employees are high, and we reward our employees in tangible and intangible ways, consistent with our total compensation philosophy. City employees do important work and contribute to an organization that sets the standard for public service and administration. They participate in a community that provides exceptional cultural, recreational and educational opportunities and an organization that is dedicated to the well-being of the individual, the community and the environment. We provide an attractive employment package, consistent with the level of skill, professionalism and dedication we expect of our employees. Our goal is to provide: • An inclusive, respectful, work environment • A total compensation package that includes competitive base salaries and employee benefits that contribute to employee health, safety, productivity and well-being • Compensation that is equitable for the employee's knowledge, skills, experience and contributions relative to the job they perform • Recognition and rewards linked to individual and team contributions to city goal achievement • Growth and development consistent with individual goals and capabilities and City needs. The city's total compensation philosophy is implemented in a manner that recognizes the city's diverse operations and employment markets and is consistent with its ability to pay. Section 4 - Capital Improvement Plans 4.1 Capital Improvement Plan (CIP) Submission - While the Charter establishes time limits and the essential content of the City Manager's 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 included in balanced multi-year operating budgets. 62 Financial and Management Policies 4.3 CIP Contingency Funds - CIP 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. The "scope of the project" is defined as the description of the project presented with the CIP that clearly defines the parameters, objectives, and budget 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 Policies 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 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. Section 6 - Debt Policies 6.1 Policy Statement - 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.8 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 Policies 7.1 Fund Reserves - The table at the end of this section defines individual reserve goals by fund. 63 Financial and Management Policies 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. Reserve funds established for other purposes may also 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 and casualty self-ins 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 END NOTES 1. Charter Requirements Sec 93. Not 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 fiscal year, based upon detailed estimates furnished by the several departments and other divisions of the city government, according to a classification as nearly uniform as possible. The budget shall present the following information: (A) An itemized statement of the appropriations recommended by the city manager for estimated expenses and for permanent improvements for each department and each division thereof for the ensuing fiscal year, with comparative statements in parallel columns of the appropriations and the expenditures for the current and last preceding fiscal year and the increases or decreases in the appropriations recommended, (B) An itemized statement of the taxes required and of the estimated revenues of the city from all other sources for the ensuing fiscal year with comparative statements in parallel columns of the taxes and other revenues for the current and last preceding fiscal year and of the increases or decrease estimated or proposed; (C) A statement of the financial condition of the city, and (D) Such other information as may be required by the council. 2. Charter Requirements Sec. 95. Upon the basis of the budget as adopted and filed, and including the levies required to be made by the charter, the several sums shall forthwith be appropriated by ordinance to the several purposes therein named for the ensuing fiscal year. Said ordinance shall be adopted not later than the first day of December in each year and shall be entitled "The Annual Appropriation Ordinance." 64 Financial and Management Policies 3. Charter Requirements Sec. 102. At any time after the passage of the annual appropriation ordinance and after at least one week's public notice, the council may transfer unused balances appropriated for one purpose to another purpose and may by ordinance appropriate available revenues not included in the annual budget. This provision shall not apply to the water, park and library funds. 4. Charter Requirements Sec 94. Upon said estimate the council shall forthwith proceed to make by ordinance the proper levy in mills upon each dollar of the assessed valuation of all taxable property within the city. The levy shall never exceed thirteen mills on the dollar for all general city purposes upon the total assessed valuation of said taxable property with the city. The foregoing limitation of thirteen mills shall not apply to taxes levied by the council for the payment of any interest, sinking fund, or principals of any bonded indebtedness of the city now existing or hereafter created nor to special assessments for local improvements. Sec. 135. 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. Sec. 161. There shall be a permanent park and recreation fund. This fund shall consist of the following: (a) An annual levy of nine-tenths of one mill on each dollar of assessed valuation of all taxable within the city. 5. Code Requirement. Sec. 3-8-1. Development Excise Tax, Sec. 3-9-1, Housing Excise Tax, Sec. 8-3-18, and Park Land Acquisition and Development Fees, B.R.C. 1981. 6. Charter Requirements. Sec. 88. The fiscal year of the city shall commence on the first day of January and end on the last day of December of each year. Sec. 89. Collection and custody of public moneys. The Director of Finance and Record shall have charge of the revenues and records of the city except as otherwise provided by this charter or by ordinance. All taxes, special assessments, and license fees accruing to the city shall be received or collected by officers of the department of finance and record. All moneys received by any officer or employee of the city or in connection with the business of the city shall be paid promptly into the city treasury. The council shall by ordinance provide a system for prompt collection and regular payment, custody, and deposit of all city moneys, shall require surety bonds of all depositors of city moneys. Deposits shall be made daily and in the name of the city. Sec. 90. System of accounting. The council shall by ordinance provide a system of accounting for the city, not inconsistent with the provisions of this charter, which may be recommended by the city manager, to conform as nearly as possible with the uniform system of municipal accounting. 7. Charter Requirements Sec 78. The Planning Department shall..... (C) 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, The list shall be arranged in order of preference, with recommendations as to which projects shall be completed each year. Each list of capital improvements shall be accompanied by a six-year capital budget indicating estimated costs and methods of financing all improvements. 8. Charter Requirements Sec 98. 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. When issued, 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. (Amended by Ord. No. 7801 (2011), § 2, adopted by electorate on November 1, 2011 65 [This page is intentionally blank.] 66 City of Boulder RESERVE POLICIES BY FUND 2013 Annual Budget f 67 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) Projected 2013 Year-End Fund Balance Before Reserves S 25,130,000 !Emergency/ Emergency Reserve is to provide a Based upon GF Stabilization Reserve cushion for revenue expenditures less shortfalls, emergencies, and igrants: proposed goal is 16,758,000 Yes for expenditure ~to have a 15% reserve. opportunities. Projected 2013 Year-end Fund Balance After Reserves S 3,101,000 CAPITAL DEVELOPMENT Projected 2013 Year-End Fund Balance Before Reserves S 5,846,870 'Emergency/ Emergency Reserve was established to Current reserve policy Stabilization Reserve cover emergencies and designates $500,000 to revenue fluctuations. j 500,000 Yes cover the purposes of the fund. Projected 2013 Year-end Fund Balance After Reserves S 5,346,870 PLANNING AND DEVELOPMENT SERVICES Projected 2013 Year-End Fund Balance Before Reserves S 3,778,303 Emergency/ Operating Reserve This is an unappropriated 10% of the operating Stabilization reserve which was budget that is funded by established to cover revenue 'fees and permit revenue. 580,029 Yes fluctuations and operating emergencies. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 52,602 Yes periods. First one occurs in in which it occurs (e.g. 2013. _ 2013). Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with iof accrued costs as Reserve accumulated sick & vacation determined by the time, appreciation bonuses, Finance Department. 281,918 Yes and/or other employee benefits that result in liabilities upon termination or retirement. Liability State Historic Tax The reserve was established Reserve is to cover 100% Credit to cover the fund balance of the state historic tax 10,485 Yes associated with the state credit fund balance. historic tax credit program. Projected 2013 Year-end Fund Balance After Reserves $ 2,853,269 rt Projected 2013 Year-End Fund Balance Before Reserves S 7,001 Liability Compensated Reserve was established to Reserve is to fully cover Absences Liability fund sick/vac/app. bonus sick/vac/app. bonus 2,721 Yes Reserve liability. (liability. Liability Pay Period 27 Reserve established to 'Reserve is to cover 100% Reserve provide funding for years in of cash payment for the which there are 27 pay 27th pay period for year 4,280 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves S - 68 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) COMMUNIfY HOWSING ASSISTANCE PROGRAM Projected 2013 Year-End Fund Balance Before Reserves $ 19,756 Liability Compensated Reserve was established to Reserve is to fully cover Absences Liability fund sick/vac/app. bonus sick/vac/app. bonus 15,916 Yes Reserve (liability. liability. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for the which there are 27 pay 27th pay period for year 3,840 Yes periods. First one occurs in in which it occurs (e.g. 2013. 20_13_). Projected 2013 Year-end Fund Balance After Reserves $ - ':25 CENT SALES TAX Projected 2013 Year-End Fund Balance Before Reserves $ 559,298 (Liability Compensated Reserve was established to Reserve is to fully cover Absences Liability fund sick/vac/app. bonus sick/vac/app. bonus 191,294 Yes Reserve liability. liability. Liability Pay Period 27 Reserve established to Reserve was established Reserve provide funding for years in to fund 27th pay period which there are 27 pay which occurs every 11 21,380 Yes periods. First one occurs in years. 2013. Projected 2013 Year-end Fund Balance After Reserves $ 346,624 111 1.1 A-1 Projected 2013 Year-End Fund Balance Before Reserves _ $ 901,625 Emergency/ Emergency Reserve was established to Current reserve policy Stabilization cover emergencies. designates 10% of 106,278 Yes annual Library revenues for emergencies. Projected 2013 Year-end Fund Balance After Reserves $ 795,347 RECREATION ACTIVITY Projected 2013 Year-End Fund Balance Before Reserves $ 342,574 Emergency/ Emergency Reserve is to provide a Policy is to allow a Stabilization Reserve cushion for revenue rolling fund balance to shortfalls, emergencies, and provide stability to for expenditure annual operations that 50,000 Yes opportunities. may otherwise be affected by shortfalls in revenue. Liability Pay Period 27 Reserve established to Reserve was established Reserve provide funding for years in to fund 27th pay period which there are 27 pay which occurs every 11 45,000 Yes periods. First one occurs in years. 2013. Projected 2013 Year-end Fund Balance After Reserves $ 247,S74 CLIMATE ACTION PLAN Projected 2013 Year-End Fund Balance Before Reserves $ 92,260 Emergency/ Emergency Reserve is to provide a Reserve is currently set Stabilization Reserve cushion for revenue at $50,000. shortfalls, emergencies, and 50,000 Yes for expenditure opportunities. Liability Compensated Reserve was established to Reserve is to fully cover Absences Liability fund sick/vac/app. bonus sick/vac/app. bonus 1,753 Yes Reserve liability. liability. Liability Pay Period 27 Reserve established to Reserve was established Reserve provide funding for years in to fund 27th pay period which there are 27 pay which occurs every 11 5,700 Yes periods. First one occurs in years. 2013. Projected 2013 Year-end Fund Balance After Reserves $ 34,807 69 atiD Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) OPEN SPACE Projected 2013 Year-End Fund Balance Before Reserves $ 12,949,426 Emergency/ OSBT Contingency Reserve was established to Reserve per OSBT is to Stabilization Reserve cover revenue fluctuations cover an amount based which might impact the on outstanding General Fund's ability to make debt Obligation and BMPA 5,475,000 Yes service payments, as well as debt totals supported by emergencies related to sales tax revenues. acquisitions. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 490,000 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Property and Reserve was established to Reserve is to cover 100% Casualty Reserve cover retained insurance of retained loss not Yes exposure. covered by the city's insurance policy. 400,000 Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year Yes periods. First one occurs in in which it occurs (e.g. 2013. X2013). 82,740 Special Purpose Capital Reserve Reserve for Gross Reservoir Reserve is to cover Expansion. OSMP obligation to Yes improve South Boulder Creek flow. 1,450,000 Projected 2013 Year-end Fund Balance After Reserves $ 5,051 ,686 ra la ,e Projected 2013 Year-End Fund Balance Before Reserves $ 698,540 Emergency/ Designated This is an unappropriated 25% of Fund's operating Stabilization Reserve reserve for operating and budget. 139,733 Yes capital emergencies and .revenue shortfalls. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 9,233 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 1,920 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves $ 547,654 70 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) TRANSPORTATION Projected 2013 Year-End Fund Balance Before Reserves $ 2,894,097 Emergency/ Designated This is an unappropriated Reserve is set at Stabilization Reserve reserve for operating $475,000. Yes emergencies and/or revenue shortfalls. 982,178 Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). 119,860 Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. bonuses, and/or other Yes employee benefits that result in liabilities upon termination or retirement and includes allocation for designated reserves. 175,353 Projected 2013 Year-end Fund Balance After Reserves $ 1,616,706 TRANSPORTATION DEVELOPMENT Projected 2013 Year-End Fund Balance Before Reserves $ 587,774 Emergency/ Designated This is an unappropriated Reserve is set at Stabilization Reserve reserve for operating and $25,000. 25,000 Yes capital emergencies and revenue shortfalls. Liability North Boulder Reserve established to be Reserve is set at Underground ing used for burying overhead $112,860. 112,860 Yes Reserve lines in accordance with the Xcel franchise agreement. Liability Pay Period 27 Reserve established to Reserve is to cover 1009.1 Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 2,690 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves $ 447,224 BOULDER ri GENERAL IMPROVEMENT DISTRICT -TDM Projected 2013 Year-End Fund Balance Before Reserves $ 31,590 Emergency/ Designated This is an unappropriated 10% of Fund's operating Stabilization Reserve reserve for operating budget. Yes emergencies and/or revenue shortfalls. 5,035, Projected 2013 Year-end Fund Balance After Reserves $ 26,555 71 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) PERMANENT PARKS AND RECREATION Projected 2013 Year-End Fund Balance Before Reserves S 635,719 Liabilit~Compensated Reserve was established to TReserve is to fully cover Absences Liability fund sick/vac/app. bonus sick/vac/app. bonus Yes Reserve ,liability. liability. 60,126 Liability Pay Period 27 Reserve established to Reserve was established Reserve provide funding for years in to fund 27th pay period which there are 27 pay which occurs every 1 1 Yes periods. First one occurs in years. 2013. 10,735 Projected 2013 Year-end Fund Balance After Reserves $ 564,858 Projected 2013 Year-End Fund Balance Before Reserves S 29,196,734 Bond Bond Reserve These reserves are Reserve amount defined established in accordance individually for each with bond covenant bond issuance, equal to 2,934,796 Yes requirements for revenue approximately one bonds. year's annual debt payment. Special Purpose Lakewood Pipeline This is an unappropriated The 2006 Lakewood Remediation reserve to be used for Pipeline Settlement Reserve inspections and resulted in $15 million improvements for Lakewood to the city. This money 14,932,560 Yes Pipeline. and related interest reside in this reserve until it is needed for the pipeline. Emergency/ Lakewood/ USFS This is an unappropriated Per the Resource Stabilization Damage Claims reserve to be used for Damage Claims Plan. Reserve damages to Forest Service Not applied Land outside the after 2012 construction corridor for Lakewood Pipeline. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 671,410 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 112,400 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Emergency/ Operating Reserve This is an unappropriated 25% of Fund's operating Stabilization reserve for operating budget (including 4,208,665 Yes emergencies and/or revenue transfers). shortfalls. Emergency/ Capital Reserve This is an unappropriated Minimum annual capital Stabilization reserve for capital costs for renewal and expenditures due to replacement of utility 2,000,000 Yes emergencies and/or revenue infrastructure. shortfalls. Projected 2013 Year-end Fund Balance After Reserves S 4,336,903 72 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) :WASTEWATER UTILITY Projected 2013 Year-End Fund Balance Before Reserves $ 8,787,396 Bond Bond Reserve These reserves are Reserve amount defined established in accordance individually for each with bond covenant bond issuance, equal to 670,139 Yes requirements for revenue approximately one- bonds. year's annual debt payment. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 584,523 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 103,480 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Emergency/ Operating Reserve This is an unappropriated 25% of Fund's operating ,Stabilization reserve for operating budget (including 2,553,311 Yes emergencies and/or revenue transfers). shortfalls. Emergency/ Capital Reserve This is an unappropriated Minimum annual capital Stabilization reserve for capital costs for renewal and expenditures due to replacement of utility 500,000 Yes emergencies and/or revenue infrastructure. shortfalls. Projected 2013 Year-end Fund Balance After Reserves $ 4,375,943 STORMWATER/ FLOOD MANAGEMENT UTILITY Projected 2013 Year-End Fund Balance Before Reserves $ 6,729,239 Bond Bond Reserve These reserves are Reserve amount defined established in accordance individually for each with bond covenant bond issuance, equal to 324,984 Yes requirements for revenue approximately one bonds. year's annual debt payment. Emergency/ Post-Flood Reserve is for post - flood Reserve is increased by Stabilization Property property acquisition in the $150,000 a year such Acquisition event of a flood. that the fund will 1,050,000 Yes accumulate and ,maintain a level of $1,000,000. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 67,971 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. 73 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) STORMWATER/ FLOOD MANAGEMENT UTILITY (Cont.) Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 21,480 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Emergency/ Operating Reserve This is an unappropriated 25% of Fund's operating Stabilization reserve for operating budget (including 922,557 Yes emergencies and/or revenue transfers). shortfalls. Emergency/ Capital Reserve This is an unappropriated Minimum annual capital Stabilization reserve for capital costs for renewal and expenditures due to replacement of utility 200,000 Yes emergencies and/or revenue infrastructure. shortfalls. Projected 2013 Year-end Fund Balance After Reserves S 4,142,247 DOWNTOWN COMMERCIAL DISTRICT Projected 2013 Year-End Fund Balance Before Reserves S 3,171,455 Emergency/ Emergency This is an unappropriated 10% of Fund's total Stabilization Reserve reserve to fund unanticipated operating uses. operating emergencies. Also included within this reserve 436,235 Yes are funds intended to meet the 3% of Funding Sources Reserve Requirements of TABOR. Liability Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 143,225 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 72,736 Yes periods. First one occurs in in which it occurs (e.g. 2013). 2013, Bond Bond Reserve These reserves are Reserve amount defined established in accordance individually for each with bond covenant bond issuance, equal to requirements for revenue approximately 1 /6th of 285,089 Yes bonds. the next interest payment and 1 / 12th of the next principle payment. Projected 2013 Year-end Fund Balance After Reserves $ 2,234,170 74 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) UNIVERSITY HILL COMMERCIAL DISTRICT Projected 2013 Year-End Fund Balance Before Reserves S 705,316 Emergency/ Emergency This is an unappropriated 25% of Fund's total Stabilization Reserve reserve to fund unanticipated uses. operating emergencies. Also included within this reserve 142,433 Yes are funds intended to meet the 3% of Funding Sources Reserve Requirements of TABOR. Liability lCompensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 22,948 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 11,71 4Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves $ 528,221 BOULDER • GENERAL IMPROVEMENT DISTRICT (GID) PARKING Projected 2013 Year-End Fund Balance Before Reserves S 16,120 Emergency/ Designated This is an unappropriated 10% of Fund's operating Stabilization Reserve reserve for operating budget. 1,260 Yes emergencies and/or revenue shortfalls. Projected 2013 Year-end Fund Balance After Reservesl $ 14,860 TELECOMMUNICATIONS Projected 2013 Year-End Fund Balance Before Reserves S 829,078 Replacement Reserve was created to level Goal is that this fund out spending for will fund the city's Telecommunications system phone service 829,078 Yes replacement and upgrades. equipment replacement and fiber network needs. Projected 2013 Year-end Fund Balance After Reserves $ - PROPERTY AND CASUALTY Projected 2013 Year-End Fund Balance Before Reserves S 4,735,268 Liability Liability The Property & Casualty Goal is to fully fund an Reserve will be self-insured. actuarially calculated The fund was set up when liability as of the end of 1,543,274 Yes insurance costs were the prior year at the 80% expected to increase confidence level. significantly. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 1,1501 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves $ 3,190,844 75 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) WORKERS COMPENSATION Projected 2013 Year-End Fund Balance Before Reserves $ 2,865,614 Liability Liability The Workers Comp fund is Goal is to fully fund an self-insured. The fund was actuarially calculated developed to enhance the liability as of the end of 1,474,413 Yes management of program the prior year at the 80% costs. confidence level. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 4,915 Yes periods. First one occurs in in which it occurs (e.g. 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves S 1,386,286 'FLEET OPERATIONS Projected 2013 Year-End Fund Balance Before Reserves $ 639,576 Emergency/ Operating Reserve This is an unappropriated 5% of Fund's operating Stabilization reserve for operating (budget. 434,983 Yes emergencies. Liability ,Compensated The fund was established for Reserve is to cover 100% Absences Liability liabilities assoc with of accrued costs as Reserve accumulated sick and determined by Finance vacation time, appreciation Department. 188,193 Yes bonuses, and/or other employee benefits that result in liabilities upon termination or retirement. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 16,400 Yes periods. First one occurs in in which it occurs (e.g., 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves S - COMPUTER REPLACEMENT Projected 2013 Year-End Fund Balance Before Reserves _ $ 5,367,276 Replacement Reserve was created to level Goal is that this fund out spending for micro- will cover the computer related hardware replacement of existing and software. computer systems and 3,138,588 Yes keep software maintenance up to date. Projected 2013 Year-end Fund Balance After Reserves $ 2,228,688 76 Reserve Policies Reserve Current Reserve 2013 Projected Policy Met Category Reserve Purpose Policy Amount (Yes/No) EQUIPMENT REPLACEMENT Projected 2013 Year-End Fund Balance Before Reserves E 3,470,239 Replacement Reserve was created to level It is the policy of the out spending for replacement City of Boulder that all of city's equipment. equipment users shall Includes contributions fund the replacement of annually from general & non- equipment through general funds. contributions to the Equipment Replacement Fund (ERF). Annual 3,469,984 Yes contributions by unit shall be calculated by Facilities & Asset Management (FAM) and distributed to users during the budget process. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 255 Yes periods. First one occurs in in which it occurs (e.g., 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves E FACILITY RENOVATION AND REPLACEMENT Projected 2013 Year-End Fund Balance Before Reserves $ 2,609,297 Replacement Fund was created to protect To protect city the city investment in investment in buildings, facilities. funds shall be budgeted annually for major maintenance and renovation and replacement of such buildings. To extend the life of these assets, 2,608,407 Yes 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. Liability Pay Period 27 Reserve established to Reserve is to cover 100% Reserve provide funding for years in of cash payment for which there are 27 pay 27th pay period for year 890 Yes periods. First one occurs in in which it occurs (e.g., 2013. 2013). Projected 2013 Year-end Fund Balance After Reserves $ - 77 [This page is intentionally blank.] 78 City of Boulder CITYWIDE SUMMARIES 2013 Annual Budget The 2013 Annual Budget totals $255 million and represents a 9.2 percent increase over the 2012 Approved Budget for all funds, including governmental, enterprise, internal service and capital improvement funds. The operating budget represents a 5.7 percent increase over 2012, while the capital budget represents 39.4 percent increase over 2012. Figure 5-01 organizes the budget into its fundamental parts, separating operating from capital appropriations, and general from dedicated fund appropriations. Figure 5-01: Overview of 2013 Annual Budget (in $1,000s) Total Budget Operating Budget Capital Budget $221,266 I General • Dedicated Funds $98,703 • Note: The Capital Budget includes the 2013 portion of the Capital Improvements Program, 2013 budget volume II. 79 Sources, Uses, and Debt Service Due to the bi-weekly method of pay in the city and the fact that there are just over fifty-two weeks in a year, every 12 to 13 years there will be a twenty seventh pay period (PP27) in a calendar year (most years have twenty-six pay periods). This will be the case in 2013. The city sets aside funds annually in a reserve (PP27 Reserve) to save up for this additional periodic expenditure. In 2013, the city will draw on the PP27 Reserve in order to cover the PP27 payroll. The 2013 Annual Budget reflects a one time increase of approximately $3.9 million for PP27. This is not an ongoing expense and will not be a part of the base personnel costs for 2014. Adjusting for this one time cost, the 2013 total budget is 7.5 percent over the 2012 total budget and the 2013 operating budget is 3.9 percent over the 2012 operating budget. Table 5-01 provides an executive statement of the city's funds, including projected January 1 , 2013 and December 31, 2013 balances. For the 2013 budget year, $9.9 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 are received one time and expended as projects are implemented. Pay-as-you-go financing is a common strategy in capital intensive funds such as the Water 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 2011 actual and 2012 revised budget amounts. Moreover, each fund's reserve policies and current balances are summarized in the Budget Policies section of this document. 80 Sources, Uses, and Debt Service Table 5-01: Funds Summary ACTIVITY BY FUND Estimated Projected Revenues Appropriations Projected Projected Fund Balance Including Including Fund Balance Changes in Fund Title 111/2013 Transfers In Transfers Out 12131/2013 Fund Balance General $ 27,856,000 $ 109,751,000 $ 112,476,000 25,130,000 $ (2,726,000) Capital Development 5,603,011 376,151 132,292 5,846,870 243,859 Lottery 80,271 836,690 836,000 80,961 690 Planning and Development Services 4,539,865 8,803,975 9,565,537 3,778,303 (761,562) Affordable Housing 30,254 1,539,713 1,562,966 7,001 (23,253) Community Housing Assistance Program 39,900 2,246,581 2,266,725 19,756 (20,144) .25 Cent Sales Tax 1,201,925 7,124,262 7,766,889 559,298 (642,627) Library 901,625 7,574,177 7,574,177 901,625 Recreation Activity 648,186 9,892,100 10,197,713 342,574 (305,612) Climate Action Plan 92,260 491,489 491,489 92,260 - Open Space and Mountain Parks 12,410,677 26,723,013 26,184,264 12,949,426 538,749 Airport 328,041 929,431 558,932 698,540 370,499 Transportation 5,030,836 29,102,328 31,239,067 2,894,097 (2,136,739) Transportation Development 586,787 717,736 716,748 587,774 988 Transit Pass GID 7,069 14,151 15,081 6,139 (930) Boulder Junction Access GIDTDM 16,395 65,542 50,347 31,590 15,195 Community Development Block Grant (CDBG) - 719,969 719,969 - - HOME Investment Partnership Grant - 800,445 800,445 - Permanent Parks and Recreation 937,032 2,412,224 2,713,536 635,719 (301,312) Boulder Junction Improvement 1,277,922 1,241,055 1,401,688 1,117,289 (160,633) 2011 Capital Improvement Fund 39,324,595 506,094 - 39,830,689 506,094 Water Utility 29,271,211 27,553,290 27,727,767 29,096,734 (174,477) Wastewater Utility 10,157,032 14,437,455 15,882,091 8,712,396 (1,444,636) Stormwater/Rood Management Utility 6,997,149 7,110,559 7,428,469 6,679,239 (317,910) Downtown Commercial District 2,355,733 8,281,210 7,478,043 3,158,900 803,167 University Hill Commercial District 711,945 560,781 569,733 702,993 (8,952) Boulder Junction GID Parking 1,881 26,838 12,599 16,120 14,239 Telecommunications 867,918 728,534 767,374 829,078 (38,841) Property and Casualty Insurance 5,055,794 1,553,480 1,874,006 4,735,268 (320,526) Worker's Compensation Insurance 3,274,525 1,434,289 1,843,200 2,865,614 (408,911) Compensated Absences 1,592,402 857,368 731,442 1,718,328 125,926 Fleet Operations 539,627 3,941,831 3,841,882 639,576 99,949 Fleet Replacement 9,706,800 5,369,511 7,922,786 7,153,525 (2,553,275) Computer Replacement 5,841,770 1,830,296 2,304,789 5,367,276 (474,493) Equipment Replacement 3,515,587 771,077 816,426 3,470,238 (45,349) Facility Renovation and Replacement 2,356,945 2,876,795 2,624,443 2,609,297 252,352 Totals $ 183,158,969 $ 289,201,439 $ 299,094,915 $ 173,264,493 $ (9,894,475) Note: The table above reflects the impact of the 2013 budget, including estimated revenues (w ith transfers in) and appropriations (w ith transfers out), on projected unreserved fund balance. 81 [This page is intentionally blank.] 82 City of Boulder CITYWIDE SOURCES 2013 Annual Budget The 2013 Annual Budget is based on projected citywide revenues of nearly $248 million, representing a 6.5 percent increase over the total revenues projected for the 2012 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 71 percent of the total sources of city funds and are described in more detail below. Figure 5-02: Citywide Revenues (Sources) for 2013 (in $1,000s) TOTAL = $248,484 Sales and Use Tax Planning and 3996 Development Fees $5,800 2% Parks and Recreation $8,262 3% 70"11L Utility Rates Intergovernmental Grants $10,179 4% PropertyTax 83 Sources, Uses, and Debt Service Sales and use taxes comprise 39 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. Based on monthly economic data reviewed by the city, the 2013 sales and use tax projection was revised in midsummer 2012. Although economic conditions do not appear to be improving markedly, the current forecast estimates that sales and use taxes will increase from the lower levels seen in 2012 by 3 percent in 2013. Through May 2012, the year to date collection of these taxes is 2.3 percent below the same period revenues seen in 2011. This is partially due to decreased revenues in construction use tax, which is collected on one time activities. It is anticipated that overall sales and use tax will increase by 1.5 percent over 2011 by the end of 2012. Table 5-02 shows the total 2013 rate of sales and use tax authorized in the city. Table 5-02: Composition of the City Sales Tax Rate for 2013 'SALES AND USE TAX COMPONENTS Rate Start Date Expiration Date Open Space Fund 0.33% January 1, 1990 December 31, 2018 Open Space Fund 0.15% January 1, 2004 December 31, 2019 General Fund 0.15% January 1, 2005 December 31, 2024 .25 Cent Sales Tax Fund (Parks and 0.25% January 1, 1996 December 31, 2035 Recreation) General Fund 1.00% January 1, 1964 WA General Fund 0.38% January 1, 2009[1] WA General Fund 0.15% January 1, 2010[2] NSA Open Space Fund 0.40% January 1, 1967 WA Transportation Fund 0.60% January 1, 1967 N/A 2013 Sub Total 3.41% [1] The 0.38% Sales and Use Tax component was extended indefinitely and debruced by voters in 2008. [2] The 0.15% Sales and Use Tax component was extended indefinitely and debruced by voters in 2009. 84 Sources, Uses, and Debt Service Figure 5-03 plots recent year trends in sales tax and shows the relative sizes of each major component of city sales and use tax revenue. Figure 5-03: Sales Tax Revenues 2007-2013 (in $1,000s) $100,000 $80,000 $60,000 $40,000 $20,000 $0 2007 2008 2009 2010 2011 2012 2013 Revised Projected General ® .25 Cent Sales Tax ❑ Transportation ® Open Space ❑ Fire Training Center Property tax revenue estimates for 2013 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 has the effect of reducing the mill levy credit by up to .50 mill each year until the credit is completely eliminated. In 2012, the remaining mill levy credit completely was eliminated. 85 Sources, Uses, and Debt Service In 2013 the mill levy rate remains the same as in 2012. Table 5-03 shows seven years of the history of the mill levy and establishes the basis of the 2013 Annual Budget mill levy. Table 5-03: Property Tax Rates for 2013 PROPERTYTAX 2007 2008 2009 2010 2011 2012 2013 General Gty Operations 8.748 Permanent Parks Fund (Charter Sec. 161) 0.900 Library Fund (Charter Sec. 165) 0.333 Subtotal 9.981 Less Nill Levy Credit 0.000 Subtotal (Mills subject to Article X, Sec. 20 of the State Constitution) 9.981 General City Operations (Public Safety) 2.000 Net Mill Levy 9.889 9.201 9.841 10.295 10.818 11.981 11.981 86 Sources, Uses, and Debt Service In Figure 5-04, the relative sizes of each component of property tax revenue is given for 2007 through 2013. Figure 5-04: Property Tax Revenues 2007-2013 (in $1,000s) $30,000 $20,000 Amount $10,000 SO 2007 2008 2009 2010 2011 2012 2013 Revised Projected Year ® General Fund S Permanent Parks and Recreation Fund ❑ Community Housing Assistance Fund ® Library Fund 87 Sources, Uses, and Debt Service The 2013 Annual Budget is based on projected General Fund revenues of $110 million (see Figure 5-05), representing a 5.2 percent increase over the total revenues projected for the 2012 Approved Budget. Figure 5-05: General Fund Revenues (Sources) for 2013 (in $1,000s) TOTAL = $109,752 SalesandUseTax Parks and Recreation $201 <1% G rants $712_ 1% Parking Violations) PropertyTax $2,100 2% Table 5-04 provides revenues by fund for 2011 (Actual), 2012 (Approved), and 2013 (Approved) budgets to the nearest $1 ,000. 88 Sources, Uses, and Debt Service Table 5-04: Summary of Revenues (Sources) by Fund (in $1,000s) SOURCES BY UNRESTRICTED FUNDS 2011 2012 2013 Fund and Source Actual Approved Approved General (includes Public Safety Fund) Revenue- Sales and Use Taxes $ 41,214 $ 45,443 $ 46,815 Tax Increment (10th & Walnut) 951 840 963 .15 Cent Sales Tax 3,676 - - Food Service Tax 548 543 564 Accommodation Tax 4,082 3,681 4,331 Admission Tax 586 593 608 Property Tax 14,784 15,309 15,872 "De-Bruced" Property Tax Increment 3,028 3,840 3,980 Property Tax (Public Safety) 5,071 4,988 4,995 Trash Hauler/Recycling Occupation Tax 1,722 1,658 1,656 Liquor Occupation Tax 622 622 641 Telephone Occupation Tax 772 768 772 Cable Television Franchise Tax and PEG Fee 1,237 1,164 1,164 Utility Occupation Tax 4,100 4,100 6,000 Xcel Franchise Fee 5 - - Specific Ownership Tax 1,234 1,260 1,259 Tobacco Tax 343 324 340 Misc. Charges for Services 525 195 199 NPP and Other Parking Revenue 158 140 143 Mleters - Out of Parking Districts 491 475 475 Meters - Within Parking Districts 2,695 2,575 2,800 Sale of Goods 77 65 67 Misc. Fines and Administr. Penal 1 2 2 Municipal Court Charges & Fines 2,192 1,774 2,190 Parking Violations 2,238 2,000 2,100 Photo Enforcement 1,450 1,720 1,490 Business Licenses 170 241 237 Misc. Intergovernmental Charges 366 - - Court Awards 146 122 126 Grants 1,055 593 756 Interest & Investment Earnings 567 650 500 Leases, Rents and Royalties 127 144 148 Miscellaneous Revenues 371 317 500 Education Excise Tax (To Reserve) 427 - - Parks Fees 212 131 201 Housing/Human Services Fees 308 226 219 Subtotal General Fund Revenue $ 97,551 $ 96,691 $ 102,113 Transfers In- Cost Allocation - All Funds $ 7,217 $ 7,580 $ 7,557 CAGID - Reim for Mull Improvements 44 28 - Other 1,303 - 81 Subtotal General Fund Transfers In $ 8,564 $ 7,608 $ 7,638 Total General Fund Sources $ 106,115 $ 104,299 $ 109,751 89 Sources, Uses, and Debt Service SOURCES BY UNRESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved Community Housing Assistance (CHAP) Property Tax $ 1,793 $ 1,927 $ 1,998 Development Excise Tax 158 100 100 Interest and Investment Earnings 47 50 29 Loan Repayment 212 120 120 Proceeds from Sale of Units 114 - - Total CHAP Sources $ 2,324 $ 2,197 $ 2,247 Total Unrestricted Sources $ 108,439 $ 106,496 $ 111,998 SOURCES BY RESTRICTED FUNDS 2011 2012 2013 Fund and Source Actual Approved Approved Capital Development Development Excise Tax $ 222 $ 135 $ 1 Impact Fees 490 72 329 Interest and Investment Earnings 91 97 46 Subtotal $ 803 $ 303 $ 376 Lottery Lottery Funds $ 904 $ 855 $ 836 Grants - - - Interest and Investment Earnings 22 2 1 Subtotal $ 926 $ 858 $ 837 Planning & Development Svcs Misc. Development Fees $ 5,886 $ 5,518 $ 5,800 Interest and Investment Earnings 95 154 91 Other 4 - - Transfers In 2,807 2,737 2,913 Subtotal $ 8,792 $ 8,409 $ 8,804 Affordable Housing Fund Cash In Lieu of Affordable Units $ 904 $ 1,000 $ 1,000 Interest and Investment Earnings 73 50 55 Transfers In 325 325 325 Other 409 156 156 Fees 4 2 4 Loan Repayment 45 - - Subtotal $ 1,760 $ 1,533 $ 1,540 .25 Cent Sales Tax Sales and Use Taxes $ 6,764 $ 6,746 $ 7,054 Interest and Investment Earnings 59 15 20 Other 278 100 50 Subtotal $ 7,101 $ 6,861 $ 7,124 90 Sources, Uses, and Debt Service SOURCES BY RESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved Library Property Tax $ 746 $ 802 $ 832 Misc. Charges for Services 177 115 120 Interest and Investment Earnings 21 15 15 Leases, Rents and Royalties 6 9 9 Grants 46 58 63 Transfers In 6,481 6,298 6,511 Other 49 24 24 Subtotal $ 7,526 $ 7,320 $ 7,574 Recreation Activity Admssion & Activity Charges $ 8,020 $ 8,075 $ 8,186 Interest and Investment Earnings 12 8 4 Transfers In 1,575 1,641 1,702 Subtotal $ 9,607 $ 9,725 $ 9,892 Climate Action Plan Climate Action Plan Tax $ 1,838 $ 1,780 $ 491 Miscellaneous Revenues 20 - - Interest and Investment Earnings 19 15 Grant Revenue 307 - - Subtotal $ 2,184 $ 1,795 $ 491 Open Space Sales and Use Taxes $ 23,818 $ 23,758 $ 24,840 Sale of Capital Assets 5 - - Grants 25 - - Interest and Investment Earnings 283 325 325 Leases, Rents and Royalties 694 486 486 Transfers In 1,021 1,026 1,072 Subtotal $ 25,846 $ 25,594 $ 26,723 Airport Misc. Charges for Services $ - $ 4 $ - Grants 1,086 - - Interest and Investment Earnings 7 11 3 Leases, Rents and Royalties 389 410 426 Miscellaneous 9 - - Sale of Land - - 500 Subtotal $ 1,491 $ 425 $ 929 Transportation Sales and Use Taxes $ 16,199 $ 16,155 $ 16,894 Sale of Land - 393 - Highway Revenues 3,109 3,311 3,255 HOP Reimbursement 1,492 1,371 1,367 Grants 239 - - Interest and Investment Earnings 104 80 50 Miscellaneous Revenues 303 112 15 Special Assessments 70 46 63 Third Party Reimbursements 261 - 200 External Funding 2,293 1,284 7,159 Lease Revenue - BTV 99 - 99 Subtotal $ 24,169 $ 22,753 $ 29,102 91 Sources, Uses, and Debt Service SOURCES BY RESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved Transportation Development Development Excise Tax $ 644 $ 600 $ 606 Interest and Investment Earnings 42 20 12 External Funding 1,618 - - Third Party Reimbursements - 100 100 Subtotal $ 2,304 $ 720 $ 718 Transit Pass GID Property Tax $ 8 $ 9 $ 9 Transfers In 4 4 5 Subtotal $ 12 $ 14 $ 14 Boulder Junction Access GID - TDM Property Tax $ - $ 18 $ 18 Payments in Lieu of Taxes - 32 48 Subtotal $ - $ 49 $ 66 Community Development Block Grant (CDBG) Federal - Direct Grants $ 741 $ 810 $ 720 Subtotal $ 741 $ 810 $ 720 HOME Federal - Direct Grants $ 784 $ 1,133 $ 800 Subtotal $ 784 $ 1,133 $ 800 Permanent Parks and Recreation Property Tax $ 2,017 $ 2,168 $ 2,248 Development Excise Tax 479 404 137 Sale of Capital Assets 671 - - Interest and Investment Earnings 21 14 7 Mscellaneous Revenues 41 7 20 Subtotal $ 3,229 $ 2,594 $ 2,412 Boulder Junction Improvement Excise Tax $ - $ 192 $ 244 Use Tax 835 831 269 Interest and Investment Earnings 2 - - Transfersln 261 200 728 Subtotal $ 1,098 $ 1,224 $ 1,241 2011 Capital Improvement Fund Transfers from Other Funds $ 3,190 $ - $ - Interest Income 3 506 Subtotal $ 3,193 $ - $ 506 92 Sources, Uses, and Debt Service SOURCES BY RESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved Water Utility Utility Service Charges $ 22,916 $ 22,592 $ 23,718 Rate Increase - 604 624 Utility Plant Invest. Fee 3,095 1,500 2,500 Utility Connection 128 150 130 Interest and Investment Earnings 612 476 439 Leases, Rents and Royalties 54 19 20 Special Assessments 255 5 5 Sale of Real Estate - 197 - State and Federal Grants 799 - - Bond Proceeds 19,172 - - Miscellaneous Revenues - 25 25 Transfers In 93 93 93 Subtotal $ 47,124 $ 25,660 $ 27,554 Wastewater Utility Utility Service Charges $ 12,930 $ 12,688 $ 12,880 Rate Increase - 384 638 Sale of Capital Assets - 98 - Utility Plant Invest. Fee 898 400 700 Utility Connection 5 10 10 Interest and Investment Earnings 411 203 203 Miscellaneous Revenues 33 2 2 Special Assessments 243 5 5 Subtotal $ 14,520 $ 13,790 $ 14,438 Storm w ate r/Flood Mgmt Utility Utility Service Charges $ 4,854 $ 4,987 $ 5,147 Rate Increase - 150 154 Utility Plant Invest. Fee 701 500 500 Urban Drng and Rd Contr Dist. 163 150 375 Colorado Dept of Transportation Funds - 300 600 State and Federal Grants 90 - - Interest and Investment Earnings 214 110 140 Misc. Intergovernmental Chg. 133 150 155 Miscellaneous Revenues 47 40 40 Sale of Real Estate - 98 - Subtotal $ 6,202 $ 6,486 $ 7,111 Downtown Commercial District Property and Specific Ownership Tax $ 1,092 $ 1,065 $ 1,085 Parking Charges 3,989 3,919 3,979 Interest and Investment Earnings 42 27 35 Leases, Rents and Royalties 142 166 185 Miscellaneous Revenues 36 19 21 Transfers In 1,350 1,400 1,475 10th and Walnut Property, Sales Accommodations and TIF 1,522 1,398 1,462 10th and Walnut Other Revenue 15 38 39 Subtotal $ 8,188 $ 8,032 $ 8,281 93 atiD Sources, Uses, and Debt Service SOURCES BY RESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved University Hill Commercial District Property and Specific Ownership Tax $ 27 $ 29 $ 30 Parking Charges 500 120 525 Interest and Investment Earnings 17 12 6 Transfers In - 378 - Subtotal $ 544 $ 539 $ 561 BMPA Debt Service Fund Leases, Rents and Royalties $ 161 $ 161 $ 161 Subtotal $ 161 $ 161 $ 161 Boulder Junction Access GID -Parking Property and Specific Ownership Tax $ - $ 13 $ 27 Interest and Investment Earnings - - - Parking Charges - 4 - Transfers in 20 - - Subtotal $ 20 $ 17 $ 27 Telecommunications Charges from Departments $ 641 $ 570 $ 579 Interest and Investment Earnings 13 8 13 Miscellaneous Revenues 97 160 137 Subtotal $ 751 $ 739 $ 729 Property & Casualty Insurance Charges from Departments $ 1,510 $ 1,510 $ 1,510 Interest and Investment Earnings 97 84 43 Miscellaneous Revenues 43 41 - Subtotal $ 1,650 $ 1,635 $ 1,553 Worker Compensation Insurance Charges from Departments $ 1,170 $ 1,262 $ 1,406 Interest and Investment Earnings 62 61 28 Miscellaneous Revenues 181 - - Subtotal $ 1,413 $ 1,322 $ 1,434 Compensated Absences Charges from Departments $ 681 $ 784 $ 844 Interest and Investment Earnings 22 21 14 Subtotal $ 703 $ 805 $ 858 Fleet Operations Charges from Departments $ 2,779 $ 3,706 $ 3,564 Interest and Investment Earnings 3 1 5 Miscellaneous Revenues 438 360 373 Subtotal $ 3,220 $ 4,067 $ 3,942 Fleet Replacement Charges from Departments $ 4,778 $ 4,685 $ 4,740 Interest and Investment Earnings 175 154 83 Miscellaneous Revenues 201 300 546 Subtotal $ 5,154 $ 5,139 $ 5,369 94 Sources, Uses, and Debt Service SOURCES BY RESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Source Actual Approved Approved Computer Replacement Charges from Departments $ 1,704 $ 1,696 $ 1,743 Interest and Investment Earnings 82 131 88 Miscellaneous Revenues 7 - - Subtotal $ 1,793 $ 1,827 $ 1,831 Equipment Replacement Charges from Departments $ 1,159 $ 773 $ 741 Interest and Investment Earnings 83 81 30 Subtotal $ 1,242 $ 854 $ 771 Facility Renovation & Replace Charges from Departments $ 491 $ 332 $ 482 Transfer from Mbjor Maintenance 1,343 1,469 1,550 Energy Contract Revenue 120 1,443 825 Miscellaneous Revenues 3,197 - - Interest and Investment Earnings 86 32 20 Subtotal $ 5,237 $ 3,276 $ 2,877 Fire Pension City Pension Contributions $ 268 $ 531 $ 141 Subtotal $ 268 $ 531 $ 141 Fire Pension City Pension Contributions $ 28 $ 354 $ 94 Subtotal $ 28 $ 354 $ 94 Total Restricted Sources $ 199,783 $ 167,352 $ 177,600 Total City Sources Of Funds $ 308,222 $ 273,848 $ 289,598 Less: Transfers from Other Funds $ 47,963 $ 40,471 $ 41,114 Net Total City Sources of Funds $ 260,259 $ 233,377 $ 248,484 Note: Subtotals may not equal sum of line items due to rounding. 'Beginning 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. 95 [This page is intentionally blank.] 96 City of Boulder CITYWIDE USES 2013 Annual Budget The 2013 Annual Budget is based on projected citywide expenditures of $255 million (see Figure 5-06), representing a 9.2 percent increase over the total expenditures projected for the 2012 Approved Budget. In the chart, General Governance is comprised 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 5-06: Citywide Expenditures (Uses) for 2013 (in $1,000s) TOTAL = $254,693 ES and EUD $2,203 OPP qq PublicWorks Housing ~90,00: 55,288 2% Community Planning and Sustainability $6,536 Hu man Services 3% $6,822 1 3% Police Citywide DebtN~- $31,747 2% Library and Arts $8,133 DUHMD/PS 3% $9,095 General Governance z, $9,615 4% Internal Services - $12,666 S% 97 Sources, Uses, and Debt Service Table 5-05 documents global budget assumptions that govern cost estimates provided by each city department. 2013 includes 27 pay periods for an additional one time personnel cost increase of approximately 3.35%. The city set aside funds in anticipation of this additional cost through a pay period 27 reserve in each of the funds. These reserves will fully cover the additional cost. Table 5-05: Summary of Key Assumptions JKEYASSUMPTIONS Rate of Change Non-Personnel Budgets, Rate of Increase' 0.00% Personnel Salary Increases by Employee Group Management/ Non-union 0.00% Boulder Municipal Employees Association 0.00% Fire 2.00% Police 2.50% Note: 'Some departments have a positive rate of increase, i.e., Utilities. One measure of personnel cost pressure is the size of city staff, which in Figure 5-07 is measured by standard full-time equivalents (FTEs). The 2013 Annual Budget places the city near its 2007 levels of staffing. The recession reduced staff significantly in 2010 and 2011. 98 Sources, Uses, and Debt Service Figure 5-07: Staffing Levels: Standard FTEs 2007-2013 1,300 1,280 1,260 - 1,240 FTEs 1,220 1,200 1,180 2007 2008 2009 2010 2011 2012 2013 Year Table 5-06: Staffing Levels by Department STANDARD FULL TIME EQUIVALENT (FTE) Variance 2011 Approved 2012 Approved 2013 Approved 2012-2013 Municipal Court 16.25 16.25 18.16 1.91 City Attorney's Office 18.65 20.20 20.20 0.00 City Manager's Office 17.80 19.18 18.50 -0.68 Downtown and University Hill 42.25 42.25 42.25 0.00 Management Division Human Resources 14.88 15.38 15.63 0.25 Finance 33.50 34.00 34.00 0.00 Information Technology 34.50 34.50 34.00 -0.50 Police 276.50 279.50 279.50 0.00 Fire 112.33 116.33 118.33 2.00 Public Works-Transportation 59.53 59.53 59.78 0.25 Public Works-Utilities 154.84 154.84 153.59 -1.25 Public Works-Development and 71.25 71.76 72.42 0.66 Support Services Energy Strategy and Electric Utility 0.00 0.00 4.50 4.50 Development Parks & Recreation 126.12 126.37 128.37 2.00 Library and Arts 76.95 77.63 77.39 -0.24 Open Space and Mountain Parks 85.60 89.60 91.60 2.00 Housing 12.96 12.85 12.85 0.00 Human Services 40.43 33.88 35.49 1.61 Community Planning and 36.91 40.71 44.06 3.35 Sustainability Total 1,231.25 1,244.76 1,260.62 15.86 99 Sources, Uses, and Debt Service The 2013 Annual Budget is based on projected General Fund expenditures of $112 million (see Figure 5-08), representing an 7.9 percent increase over the total expenditures projected for the 2012 Approved Budget. Adjusted for one time pay period 27 expenditures, it represents 5.6 per- cent increase over 2012. Figure 5-08: General Fund Expenditures (Uses) for 2013 (in $1,000s) TOTAL = $112,477 Open Space and Mountain Parks $152 Housing <1% Library and Arts $173 Police $559 <1% 1% DUHMD/PS Fire $1,292 1% ES andEUD~ $2,203 2% Community Planning and VON Su stainability , $2,735 2% 3._ Public Works $4,334 4% Parks and Recreation $4,616 _ 4% C itywide D ebt $5,379 5% Table 5-07 provides category expenditures by fund for 2011 (Actual), 2012 (Approved), and 2013 (Approved) to the nearest $1,000. 100 Sources, Uses, and Debt Service Table 5-07: Summary of Expenditures (Uses) by Fund (in $1,000s) USES BY UNRESTRICTED FUNDS 2011 2012 2013 Fund and Use Actual Approved Approved General City Council $ 169 $ 188 203 Municipal Court 1,606 1,826 2,078 City Attorney 1,918 2,098 2,282 Contingency 84 150 159 Utility/Fuel Contingency - 190 190 Economic Vitality Program 611 - - Community Sustainability 69 902 1,177 Extraordinary Personnel Expense - 120 120 Non-Departmental 793 1,361 1,503 Clean Energy Study 260 260 2,203 Environmental Affairs 1,436 1,522 1,558 Communications 706 740 827 Downtown/University Hill Mgmt Div 1,258 1,218 1,292 City Manager's Office/Support Svcs 1,494 1,758 1,863 West Nile Virus Program 247 250 250 Human Resources 1,525 1,645 1,734 Finance 2,865 3,056 3,233 Information Technology 3,829 4,604 5,002 Volunteer and Unemployment Ins 143 107 107 Property and Casualty Ins 1,510 1,510 1,510 Worker's Compensation (Refund) - 115 - Compensated Absences 682 784 844 Police 29,104 29,593 31,747 Fire 15,244 15,471 16,546 Police/Fire Pensions 247 236 236 Public Works 3,940 4,208 4,334 Parks 3,973 4,404 4,616 Library Arts 175 543 559 Real Estate (Open Space) 207 146 152 Housing/Human Services 4,740 6,521 6,887 Campaign Financing 37 - 46 Humane Society Bldg Loan 60 94 94 Special Purpose Reserve - 491 Boulder Junction - Phase 1 325 - Education Excise Tax 4,466 Funding Available for CIP - 2,760 - Debt 2,321 1,289 4,681 Waste Reduction 1,191 438 698 Total General Fund Uses $ 87,235 $ 90,597 $ 98,731 Transfers Out $ 14,693 $ 13,083 $ 13,745 Subtotal General Fund $ 101,928 $ 103,680 $ 112,476 .15% Sales Tax Allocation .15% Sales Tax $ 2,945 $ 553 $ - Subtotal .15% Sales Tax $ 2,945 $ 553 $ Total General Fund Uses $ 104,873 $ 104,233 $ 112,476 101 Sources, Uses, and Debt Service USES BY UNRESTRICTED FUNDS (Cont.) 2011 2012 2013 Fund and Use Actual Approved Approved Community Housing Assistance (CHAP) Operating $ 279 $ 508 $ 500 Conmunity Housing Funds 1,223 1,642 1,729 Transfers Out 42 45 39 Total CHAP Uses $ 1,544 $ 2,195 $ 2,268 Total Unrestricted Uses $ 106,417 $ 106,428 $ 1145744 ,USES BY RESTRICTED FUND 2011 2012 2013 Fund and Use Actual Approved Approved Capital Development Transfers Out $ 21 $ 22 $ 22 Capital 2 110 110 Subtotal $ 23 $ 132 $ 132 Lottery Operating $ 214 $ 125 $ 143 Capital 793 875 693 Subtotal $ 1,007 $ 1,000 $ 836 Planning & Development Services Operating $ 7,536 $ 7,575 $ 8,184 Transfers Out 1,319 1,379 1,381 Subtotal $ 8,855 $ 8,955 $ 9,565 Affordable Housing Fund Operating $ 310 $ 418 $ 380 Transfers Out 77 44 44 Community Housing Funds 2,038 1,067 1,139 Subtotal $ 2,425 $ 1,529 $ 1,563 .25 Cent Sales Tax Operating $ 3,528 $ 4,112 $ 4,554 Debt 2,176 2,195 2,196 Transfers Out 255 268 267 Capital 885 600 750 Subtotal $ 6,844 $ 7,175 $ 7,767 102 Sources, Uses, and Debt Service -USES BY RESTRICTED FUND (Cont.) 2011 2012 2013 Fund and Use Actual Approved Approved Library Operating $ 6,929 $ 7,320 $ 7,574 Subtotal $ 6,929 $ 7,320 $ 7,574 Recreation Activity Operating $ 9,550 $ 9,583 $ 10,198 Subtotal $ 9,550 $ 9,583 $ 10,198 Climate Action Plan Operating $ 1,887 $ 1,795 $ 492 Subtotal $ 1,887 $ 1,795 $ 492 Open Space Operating $ 8,838 $ 10,812 $ 11,750 Debt 11,443 8,596 8,667 Transfers Out 1,019 1,071 1,067 Capital 7,526 5,660 4,700 Subtotal $ 28,826 $ 26,139 $ 26,184 Airport Operating $ 355 $ 349 $ 460 Transfers Out 95 99 99 Capital 1,122 - - Subtotal $ 1,572 $ 448 $ 559 Transportation Operating $ 16,752 $ 16,841 $ 17,900 Transfers Out 4,285 1,740 1,543 Debt 10 - - Capital 4,675 3,587 11,796 Subtotal $ 25,722 $ 22,168 $ 31,239 Transportation Development Operating $ 124 $ 179 $ 187 Transfers Out 9 16 10 Capital 1,123 520 520 Subtotal $ 1,256 $ 715 $ 717 Transit Pass General Improvement District Operating $ 10 $ 14 $ 15 Subtotal $ 10 $ 14 $ 15 Boulder Junction Access GID - TDM Operating $ - $ 33 $ 50 Subtotal $ - $ 33 $ 50 103 atiD Sources, Uses, and Debt Service USES BY RESTRICTED FUND (Cont.) 2011 2012 2013 Fund and Use Actual Approved Approved Community Development Block Grant (CDBG) Operating $ 136 $ 134 $ 116 Transfers Out 27 28 28 Community Housing Funds 578 648 576 Subtotal $ 741 $ 810 $ 720 HOME Operating $ 93 $ 80 $ 53 Transfers Out 11 11 11 Community Housing Funds 680 1,042 736 Subtotal $ 784 $ 1,133 $ 800 Permanent Parks and Recreation Operating & Maintenance Projects $ 539 $ 1,185 $ 811 Transfers Out 379 86 223 Capital 3,033 2,020 1,680 Subtotal $ 3,951 $ 3,291 $ 2,714 General Obligation Debt Service Operating $ 2 $ - $ - Subtotal $ 2 $ - $ - Boulder Junction Improvement Capital $ 152 $ 229 $ 1,402 Subtotal $ 152 $ 229 $ 1,402 2011 Capital Improvement Fund Capital $ 16 $ - $ - Subtotal $ 16 $ - $ - Water Utility Operating $ 14,301 $ 14,905 $ 15,388 Debt 24,694 5,413 5,423 Transfers Out 1,348 1,447 1,447 Capital 6,969 3,747 5,470 Subtotal $ 47,312 $ 25,512 $ 27,728 Wastewater Utility Operating $ 8,124 $ 8,893 $ 9,129 Debt 4,391 4,394 4,219 Transfers Out 1,023 1,083 1,084 Capital 1,952 1,650 1,450 Subtotal $ 15,490 $ 16,020 $ 15,882 Storm w ate r/Flood Mgmt Utility Operating $ 2,984 $ 3,243 $ 3,344 Debt 389 387 391 Transfers Out 319 345 347 Capital 591 2,148 3,347 Subtotal $ 4,283 $ 6,123 $ 7,429 104 Sources, Uses, and Debt Service USES BY RESTRICTED FUND (Cont.) 2011 2012 2013 Fund and Use Actual Approved Approved Downtown Commercial District Operating $ 4,123 $ 4,250 $ 3,962 Debt 1,926 1,930 1,936 Transfers Out 283 231 229 Transfer Excess 11F to Gen. Fund 951 916 951 Capital - - 400 Subtotal $ 7,283 $ 7,326 $ 7,478 University Hill Commercial District Operating $ 463 $ 505 $ 522 Transfers Out 45 48 47 Subtotal $ 508 $ 552 $ 569 BMPA Debt Service Fund Debt $ 5,178 $ 2,335 $ 1,597 Transfers Out 161 161 161 Subtotal $ 5,339 $ 2,496 $ 1,758 Boulder Junction Access GID - Parking Operating $ 18 $ 17 $ 13 Subtotal $ 18 $ 17 $ 13 Telecommunications Operating $ 580 $ 820 $ 752 Transfers Out 14 - 15 Subtotal $ 594 $ 820 $ 767 Property & Casualty Insurance Operating $ 1,712 $ 1,586 1,706 Transfers Out 162 168 168 Subtotal $ 1,874 $ 1,754 $ 1,874 Worker Compensation Insurance Operating $ 1,377 $ 1,640 $ 1,713 Transfers Out 114 116 131 Subtotal $ 1,491 $ 1,756 $ 1,844 Compensated Absences Operating $ 370 $ 669 $ 696 Transfers Out 34 36 35 Subtotal $ 404 $ 705 $ 731 Fleet Operations Operating $ 2,947 $ 3,513 $ 3,591 Transfers Out 240 252 250 Subtotal $ 3,187 $ 3,765 $ 3,841 Fleet Replacement Operating $ 4,514 $ 4,316 $ 7,839 Transfers Out 80 84 84 Subtotal $ 4,594 $ 4,400 $ 7,923 105 Sources, Uses, and Debt Service USES BY RESTRICTED FUND (Cont.) 2011 2012 2013 Fund and Use Actual Approved Approved Computer Replacement Operating $ 1,129 $ 1,550 $ 2,292 Transfers Out 12 13 13 Subtotal $ 1,141 $ 1,563 $ 2,305 Equipment Replacement Operating $ 512 $ 2,705 $ 798 Transfers Out 17 18 18 Subtotal $ 529 $ 2,723 $ 816 Facility Renovation and Replacement Operating $ 7,989 $ 616 $ 617 Capital 507 1,755 $ 1,110 Debt Payment - Energy Lease 492 643 851 Transfers Out 44 46 46 Subtotal $ 9,032 $ 3,060 $ 2,624 Police Pension Transfers Out $ 5 $ 5 $ 5 Subtotal $ 5 $ 5 $ 5 Fire Pension Transfers Out $ 5 $ 5 $ 5 Subtotal $ 5 $ 5 $ 5 Total Restricted Uses of Funds $ 203,642 $ 171,071 $ 186,119 Total City Uses Of Funds $ 310,059 $ 277,499 $ 300,863 Less: Transfers to Other Funds and ISF Exp. 56,864 44,211 46,171 Net Total City Operating Uses of Funds $ 253,195 $ 233,288 $ 254,692 USES BY CATEGORY M Operating $ 170,829 $ 183,205 $ 191,303 Capital 29,346 22,901 33,428 Debt 53,020 27,182 29,961 Total $ 253,195 $ 233,288 $ 254,692 Note : Subtotals may not equal sum of line items due to rounding. 'Beginning 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. 106 Sources, Uses, and Debt Service Table 5-08 documents summary reasons for all transfers across funds for 2010 (Actual), 2011 (Approved), and 2012 (Approved) to the nearest $1 ,000. Table 5-08: Summary of Transfers by Originating Fund INTERFUND TRANSFERS 2011 2012 2013 Originating Fund For Actual Approved Approved General Planning and Development Services Subsidy $ 2,005 $ 1,971 $ 2,131 Planning and Development Services Excise Tax Admin 6 6 - Affordable Housing Subsidy 325 325 325 Library Subsidy 6,149 6,298 6,511 Recreation Activity Subsidy 1,482 1,548 1,594 Open Space and Mountain Parks Subsidy 1,021 1,026 1,072 Water Utility Wells Property 93 93 93 Dow ntow n Commercial District Parking Meter Revenue 1,350 1,400 1,475 University Hill Commercial District Parking Meter Revenue 314 375 400 Property and Casualty Insurance Purchasing Parking Kiosks 41 41 - Worker's Compensation Insurance Conduit for Rate Increase 115 New parking technology loan Fleet Replacement Fund repayment 29 29 29 Valmont Butte loan Fleet Replacement Fund repayment - - 145 Subtotal $ 12,815 $ 13,227 $ 13,775 Capital Development General Cost Allocation $ 15 $ 16 $ 16 Planning and Development Services Excise Tax Admin 6 6 6 Subtotal $ 21 $ 22 $ 22 Planning and Development Services General Cost Allocation $ 1,319 $ 1,379 $ 1,381 Subtotal $ 1,319 $ 1,379 $ 1,381 Affordable Housing General Cost Allocation $ 42 $ 44 $ 44 Subtotal $ 42 $ 44 $ 44 Community Housing Assistance Program General Cost Allocation $ 37 $ 39 $ 39 Planning and Development Services Excise Tax Admin 6 6 6 Subtotal $ 43 $ 45 $ 45 .25 Cent Sales Tax General Cost Allocation $ 255 $ 268 $ 267 Subtotal $ 255 $ 268 $ 267 Recreation Activity General Cost Allocation $ - $ 5 $ - Subtotal $ - $ 5.00 $ - 107 Sources, Uses, and Debt Service 2011 2012 2013 Originating Fund For Actual Approved Approved Open Space and Mountain Parks General Cost Allocation $ 1,019 $ 1,071 $ 1,067 Subtotal $ 1,019 $ 1,071 $ 1,067 Airport General Cost Allocation $ 95 $ 99 $ 99 Subtotal $ 95 $ 99 $ 99 Transportation General Cost Allocation $ 1,220 $ 1,281 $ 1,277 General Boulder Creek Maintenance 15 15 15 General HHS 13 13 13 Planning and Development Services Subsidy 208 214 221 Recreation Activity Expand Program 13 13 13 Transit Pass General Improvement District Subsidy 4 4 4 Boulder Junction Improvement CIPSubsidy - 200 200 Subtotal $ 1,473 $ 1,740 $ 1,743 Transportation Development General Cost Allocation $ 10 $ 10 $ 10 Planning and Development Services Excise Tax Admin 6 6 6 Subtotal $ 16 $ 16 $ 16 Community Development Block Grant (CDBG) General Cost Allocation $ 27 $ 28 $ 28 Subtotal $ 27 $ 28 $ 28 HOME Investment Partnership Grant General Cost Allocation $ 11 $ 11 $ 11 Subtotal $ 11 $ 11 $ 11 Permanent Parks and Recreation General Cost Allocation $ 76 $ 80 $ 80 Planning and Development Services Excise Tax Admin 6 6 6 Boulder Junction Improvement Subsidy - - 137 Subtotal $ 82 $ 86 $ 223 Water Utility General Cost Allocation $ 1,154 $ 1,215 $ 1,208 Planning and Development Services Subsidy 194 200 206 General Fund Funding for Attorney 32 32 32 Subtotal $ 1,380 $ 1,447 $ 1,446 Wastew ater Utility General Cost Allocation $ 828 $ 871 $ 867 Planning and Development Services Subsidy 195 201 207 General Fund Funding for Attorney 11 11 11 Subtotal $ 1,034 $ 1,083 $ 1,085 108 Sources, Uses, and Debt Service IINTERFUND TRANSFERS (Cont.) 2011 2012 2013 Originating Fund For Actual Approved Approved Stormw ater/Flood Management Utility General Cost Allocation $ 202 $ 213 $ 211 Panning and Development Services Subsidy 117 121 125 General Fund Funding for Attorney 11 11 11 Subtotal $ 330 $ 345 $ 347 Dow ntow n Commercial District General Cost Allocation $ 219 $ 231 $ 229 General Nalllmprovements 44 - - Subtotal $ 263 $ 231 $ 229 University HII Commercial District General Cost Allocation $ 45 $ 48 $ 47 Subtotal $ 45 $ 48 $ 47 BMPA Debt Service Fund Open Space Fund Loan repayment $ 161 $ 161 $ 161 Subtotal $ 161 $ 161 $ 161 Boulder Junction GID-Parking Dow ntow n Commercial District (CAGID) Loan repayment $ - $ - $ 2 Subtotal $ - $ - $ 2 Telecommunications General Cost Allocation $ 14 $ 15 $ 15 Subtotal $ 14 $ 15 $ 15 Property and Casualty Insurance General Cost Allocation $ 162 $ 168 $ 168 Subtotal $ 162 $ 168 $ 168 Worker's Compensation Insurance General Cost Allocation $ 34 $ 36 $ 36 Recreation Activity Wellness Program 80 80 95 Subtotal $ 114 $ 116 $ 131 Compensated Absences General Cost Allocation $ 34 $ 36 $ 35 Subtotal $ 34 $ 36 $ 35 Fleet Operations General Cost Allocation $ 240 $ 252 $ 251 Subtotal $ 240 $ 252 $ 251 Fleet Replacement General Cost Allocation $ 80 $ 84 $ 84 Subtotal $ 80 $ 84 $ 84 Computer Replacement General Cost Allocation $ 12 $ 13 $ 13 Subtotal $ 12 $ 13 $ 13 Equipment Replacement General Cost Allocation $ 17 $ 18 $ 18 Subtotal $ 17 $ 18 $ 18 Facility Renovation and Replacement General Cost Allocation $ 44 $ 46 $ 46 Subtotal $ 44 $ 46 $ 46 Police Pension General Cost Allocation $ 5 $ 5 $ 5 Subtotal $ 5 $ 5 $ 5 Fire Pension General Cost Allocation $ 5 $ 5 $ 5 Subtotal $ 5 $ 5 $ 5 Total $ 21,158 $ 22,114 $ 22,809 Note: Subtotals may not equal sum of line items due to rounding. 109 [This page is intentionally blank.] 110 City of Boulder DEBT SERVICE 2013 Annual Budget a Debt Policy As stated in Section 6 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, 2012, the City has a number of debt issues outstanding made up of (amounts in $1,000s) Governmental Business Total General obligations payable $ 96,443 $ 14,340 $ 110,783 Revenue bonds payable 2,745 86,232 88,977 Certificates of participation - - - Lease purchase revenue notes payable - 5,314 5,314 Capital Lease purchase agreements 10,753 - 10,753 Loan Payable 250 - 250 Subtotal $ 110,191 $ 105,886 $ 216,077 Compensated absences $ 10,968 $ 1,256 $ 12,224 Retiree Health Care Benefit (OPEB) 1,185 182 1,367 Rebatable arbitrage - - - Total $ 122,344 $ 107,324 $ 229,668 The Combined Schedule of Long-Term Debt Payable and the current debt schedules by fund for 2012-2017 present more detailed information about the debt position of the city. The city's general obligation credit rating has been established as Aal by Moody's Investors Service and AA+ by Standard & Poor's. The city's revenue bond credit rating has been established as Aal 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 111 Sources, Uses, and Debt Service 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 self-supporting and the ratio of net bonded debt to assessed valuation is zero. The actual calcula- tion of the debt margin is presented in the Computation of Legal Debt Margin schedule. Table 5-09: 2012-2018 Debt Service (in $1,000) Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds General Obligation Waste Reduction Bonds, Series 2009 Final payment occurs in 2029 Principal $ 250 $ 250 $ 250 $ 250 $ 255 $ 265 $ 270 Interest 188 183 178 173 167 159 151 Subtotal $ 438 $ 433 $ 428 $ 423 $ 422 $424 $ 421 Taxable Pension Obligation Bonds Series 2010 Final payment occurs in 2030 Principal $ 340 $ 345 $ 355 $ 360 $ 370 $ 380 $ 395 Interest 348 341 334 327 316 305 292 Subtotal $ 688 $ 686 $ 689 $ 687 $ 686 $ 685 $ 687 General Fund Bonds - Capital $ - $ - $ - $ - $ - $ - $ - Improvement Projects Bonds Series 2012 - - - - - - Final payment occurs in 2031 Principal $ 1,830 $ 2,270 $ 2,315 $ 2,385 $ 2,455 $ 2,530 $ 17945 Interest 925 1,725 1,680 1,610 1,539 1,465 1,389 Subtotal $ 2,755 $ 3,995 $ 3,995 $ 3,995 $ 3,994 $ 3,995 $ 3,334 Loan Loan Payable to Boulder County $ - $ - $ - $ - $ - $ - $ - Final payment occurs in 2013 Principal 250 Interest 15 - - - - Subtotal $ - $ 265 $ - $ - $ - $ - $ - General Fund Total $ 3,881 $ 5,379 $ 5,112 $ 5,105 $ 5,102 $ 5,104 $ 4,442 .25 CENT SALES TAX FUND Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds Parks Acquisition Refunding Bonds Series 2009 Final Payment Occurs in 2015 Principal $ 1,950 $ 2,010 $ 2,065 $ 2,130 $ - $ - $ - Interest 245 186 126 64 - - - 0.25 Cent Sales Tax Fund Total $ 2,195 $ 2,196 $ 2,191 $ 2,194 $ - $ - $ - 112 Sources, Uses, and Debt Service OPEN SPACE FUND Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds Open Space Acquisition Bonds Series 2006 - final payment occurs in 2019 Principal $ 1,470 $ 1,530 $ 1,590 $ 1,655 $ 1,720 $ 1,790 $ 1,865 Interest 584 523 460 380 298 229 157 Subtotal $ 2,054 $ 2,053 $ 2,050 $ 2,035 $ 2,018 $2,019 $ 2,022 Open Space Acquisition Refunding Bonds Series 2007 - final payment occurs in 2018 Principal $ 1,335 $ 1,390 $ 1,445 $ 1,505 $ 1,575 $ 1,640 $ 1,715 Interest 424 371 315 257 197 134 69 Subtotal $ 1,759 $ 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 $ 1,550 $ 1,790 $ $ $ $ $ Interest 83 45 Subtotal $ 1,633 $ 1,835 $ $ $ $ $ Sales Tax Revenue Refunding Bonds Series 2009 - final payment occurs in 2014 Principal $ 1,295 $ 1,340 $ 1,370 $ $ $ $ Interest 120 81 41 Subtotal $ 1,415 $ 1,421 $ 1,411 $ - $ $ $ Open Space Fund Total $ 6,861 $ 7,070 $ 5,221 $ 3,797 $ 3,790 $ 3,793 $ 3,806 NOTE The 2013 Open Space Fund budget also funds base rentals in the amount of $1,597k ($1,364k in principal and $233k in interest) to the Boulder Municipal Property Authority Debt Service Fund for the payment of various open space properties. .15 CENT SALES TAX DEBT SERVICE FUND Debt Issues 2012 2013 2014 2015 2016 2017 2018 Bonds Actuals Approved Projected Projected Projected Projected Projected Parks and Recreation/Municipal Improvement Refunding Bonds Series 2001 Final Payment in 2012 Principal $ 530 $ $ $ $ $ $ Interest 23 .15 Cent Sales Tax Debt Service Fund Total $ 553 $ $ $ $ $ $ 113 Sources, Uses, and Debt Service WATER UTILITY FUND Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds Water and Sewer Revenue Refunding Bonds - Series 2011 - final payment occurs in 2021 Principal $ 1,495 $ 1,530 $ 1,560 $ 1,600 $ 1,635 $ 1,700 $ 1,775 Interest 558 528 497 466 431 365 297 Subtotal $ 2,053 $ 2,058 $ 2,057 $ 2,066 $ 2,066 $ 2,065 $ 2,072 Water and Sewer Revenue Ref. Bonds - Series 2005B - final payment occurs in 2016 Principal $ 715 $ 740 $ 770 $ 800 $ 830 $ - $ - Interest 140 114 86 58 29 Subtotal $ 855 $ 854 $ 856 $ 858 $ 859 $ - $ - Water and Sewer Revenue Ref. Bonds - Series 2007 - final payment occurs in 2019 Principal $ 1,860 $ 1,940 $ 2,030 $ 2,110 $ 2,190 $ 2,285 $ 2,380 Interest 646 571 494 412 327 239 145 Subtotal $ 2,506 $ 2,511 $ 2,524 $ 2,522 $ 2,517 $ 2,524 $ 2,525 Water Utility Fund Total $ 5,414 $ 5,423 $ 5,437 $ 5,446 $ 5,442 $ 4,589 $ 4,597 Note: This debt service schedule is prepared using the accrual basis of accounting. WASTEWATER UTILITY FUND Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds Water and Sewer Revenue Refunding Bonds Series 2005A - final payment occurs in 2012 Principal $ 170 $ $ $ $ $ $ Interest 5 Subtotal $ 175 $ $ $ $ $ $ Water and Sewer Revenue Bonds Series 2005C - final payment occurs in 2015 Bonds maturing 2016 and after were refunded in 2012 Principal $ 1,910 $ 1,985 $ 2,065 $ 2,145 $ $ $ Interest 1,491 283 202 98 Subtotal $ 3,401 $ 2,268 $ 2,267 $ 2,243 $ $ $ - Water and Sewer Revenue Bonds Series 2010 - final payment occurs in 2030 Principal $ 395 $ 405 $ 410 $ 420 $ 430 $ 440 $ 455 Interest 277 269 261 253 244 231 218 Subtotal $ 672 $ 674 $ 671 $ 673 $ 674 $ 671 $ 673 Water and Sewer Revenue Refunding Bonds Series 2012 - final payment occurs in 2025 Principal $ - $ - $ - $ - $ 2,010 $ 2,070 $ 2,150 Interest 136 1,196 1,196 1,196 17189 1,107 11003 Subtotal $ 136 $ 1,196 $ 1,196 $ 1,196 $ 3,199 $ 3,177 $ 3,153 Wastewater Utility Fund Total $ 4,384 $ 4,138 $ 4,134 $ 4,112 $ 3,873 $ 3,848 $ 3,826 Note: This debt service schedule is prepared using the accrual basis of accounting and after the November 20th bond defeasance for Series 2005C- 114 Sources, Uses, and Debt Service FLOOD CONTROL UTILITY FUND 2012 2013 2014 2015 2016 2017 2018 Debt Issues Actuals Approved Projected Projected Projected Projected Projected Bonds Storm Water & Flood Refunding Bonds Series 2010 - final payment occurs in 2018 Principal $ 325 $ 335 $ 335 $ 345 $ 350 $ 365 $ 370 Interest 62 56 49 42 32 21 10 Flood Control Utility Fund Total $ 387 $ 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 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Bonds CAGID Bonds Series 2003 - Bonds maturing after 2013 were defeased in 2012 Principal $ 590 $ 615 $ $ $ $ $ Interest 305 12 - Subtotal $ 895 $ 627 $ $ $ $ $ - CAGID Refunding Bonds Series 2009 - final payment occurs in 2018 Principal $ 800 $ 825 $ 855 $ 885 $ 920 $ 960 $ 1,005 Interest 207 183 158 132 101 64 25 Subtotal $ 1,007 $ 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 Interest 17 183 177 164 151 138 124 Subtotal $ 17 $ 273 $ 817 $ 819 $ 821 $ 823 $ 824 Downtown Commercial District Fund Total $ 1,919 $ 1,908 $ 1,830 $ 1,836 $ 1,842 $ 1,847 $ 1,854 Note: This debt service schedule is prepared using the accrual basis of accounting. BMPA DEBT SERVICE FUND 2012 2013 2014 2015 2016 2017 2018 Debt Issues Actuals Approved Projected Projected Projected Projected Projected Certificates of Participation East Boulder Community Center Principal $ 575 $ $ $ $ $ $ Interest 26 Subtotal $ 601 $ $ $ $ $ $ Lease Purchase Revenue Notes 1997C Henrickson Principal $ 37 $ $ $ $ $ $ Interest 1 Subtotal $ 38 $ $ $ $ $ $ - 115 Sources, Uses, and Debt Service BMPA DEBT SERVICE FUND, (Cont.) 1997G Foothills Business Park, LLC Principal $ 69 $ 74 $ 79 $ 84 $ 90 $ 97 $ Interest 32 27 22 16 10 4 Subtotal $ 101 $ 101 $ 101 $ 100 $ 100 $ 101 $ 1999B Van Vleet Principal $ 216 $ 229 $ 243 $ - $ - $ $ Interest 31 17 2 Subtotal $ 247 $ 246 $ 245 $ $ $ $ 2001 D Abbott Principal $ 41 $ 43 $ 45 $ $ $ $ Interest 5 3 1 Subtotal $ 46 $ 46 $ 46 $ $ $ $ 2002AR-1 Edward H. Kolb Principal $ 31 $ - $ - $ $ $ $ Interest 1 Subtotal $ 32 $ $ $ $ $ $ 2002AR-2 John B. Kolb Principal $ 31 $ $ $ $ $ $ Interest 1 Subtotal $ 32 $ $ $ $ $ $ 2002AR-3 Frederick M. Kolb Principal $ 31 $ $ $ $ $ $ Interest 1 Subtotal $ 32 $ $ $ $ $ $ 2003A Helayne B. Jones Principal $ 86 $ 92 $ $ $ $ $ Interest 8 2 Subtotal $ 94 $ 94 $ $ $ $ $ 200 Waldo R & Nancy R. Dagle Principal $ 86 $ 90 $ 94 $ $ $ $ Interest 12 8 4 Subtotal $ 98 $ 98 $ 98 $ $ $ - $ 200 Gary L. & Donna K. Gisle, Trustees Principal $ 99 $ 104 S 109 $ 114 $ 120 $ 125 $ Interest 28 23 18 12 7 1 Subtotal $ 127 $ 127 $ 127 $ 126 $ 127 $ 126 $ 2005B John G. & Barbara G. Hill, Tenants in Common Principal $ 97 $ 101 $ 106 $ 111 $ - $ $ Interest 16 12 7 2 Subtotal $ 113 $ 113 $ 113 $ 113 $ - $ $ - 2005C Luchetta Properties, Inc. Principal $ 45 $ 47 S 49 $ 52 $ 54 $ 57 $ 60 Interest 24 21 19 17 14 11 8 Subtotal $ 69 $ 68 $ 68 $ 69 $ 68 $ 68 $ 68 116 Sources, Uses, and Debt Service BMPA DEBT SERVICE FUND, (Cont.) 2006A Boulder Valley Farm, Inc. Principal $ 360 $ 378 $ 397 $ 417 $ 438 $ $ Interest 90 71 52 31 10 Subtotal $ 450 $ 449 $ 449 $ 448 $ 448 $ $ 20068 Joel and Ruth Eisenberg Principal $ 122 $ 129 $ 135 $ 142 $ 149 $ $ Interest 31 24 17 10 3 Subtotal $ 153 $ 153 $ 152 $ 152 $ 152 $ $ 2008A-R1 Edward H. Kolb Principal $ 37 $ 39 $ 41 $ 43 $ 45 $ 47 $ 50 Interest 14 12 10 8 6 3 1 Subtotal $ 51 $ 51 $ 51 $ 51 $ 51 $ 50 $ 51 2008A-R2 Edward H. Kolb Principal $ 37 $ 39 $ 41 $ 43 $ 45 $ 47 $ 50 Interest 14 12 10 8 6 3 1 Subtotal $ 51 $ 51 $ 51 $ 51 $ 51 $ 50 $ 51 Subtotal Lease Purchase Revenue $ 1,734 $ 1,597 $ 1,501 $ 1,110 $ 997 $ 395 $ 170 BMPA Fund Total $ 2,335 $ 1,597 $ 1,501 $ 1,110 $ 997 $ 395 $ 170 This debt is paid with base rentals transferred from various funds as indicated in the above debt service schedules. FACILITY RENOVATION AND REPLACEMENT Debt Issues 2012 2013 2014 2015 2016 2017 2018 Actuals Approved Projected Projected Projected Projected Projected Capital Leases Energy Efficiency Improvement Project - Phase I Principal $ 90 $ 94 $ 99 $ 104 $ 109 $ 114 $ 120 Interest 68 64 59 54 49 43 38 Subtotal $ 158 $ 158 $ 158 $ 158 $ 158 $ 157 $ 158 Energy Efficiency Improvement Project - Phase II Principal $ 60 $ - $ - $ - $ - $ - $ - Interest 15 Subtotal $ 75 $ - $ - $ - $ - $ - $ - Energy Efficiency Irryxovernent Project - Phases II and III Principal $ 227 $ 450 $ 454 $ 481 $ 512 $ 552 $ 596 Interest 236 243 231 218 205 191 176 Subtotal $ 463 $ 693 $ 685 $ 699 $ 717 $ 743 $ 772 Facility Renovation and Replacement Fund Total $ 696 $ 851 $ 843 $ 857 $ 875 $ 900 $ 930 Note: This debt service schedule is prepared using the accrual basis of accounting. 117 Sources, Uses, and Debt Service Table 5-10: 2013 Lease-Purchase Obligations (in $1,000s) ITEM ESTIMATED AMOUNT TO REMAINING LIFE IM E OBLIGATION - BE EXPENDED DURING 2013 2014 AND BEYOND Real Property Open Space Properties $ 1,597 $ 3,949 Subtotal $ 1,597 $ 3,949 Leasehold Improvements Facilities Asset Management $ 851 $ 10,209 Subtotal $ 851 $ 10,209 Total $ 2,448 $ 14,158 Represented are all lease/purchase obligations know n or predictable at the time of the production of the 2013 budget. Table 5-11: Combined Schedule of Long-Term Debt As of December 31, 2012 (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 $ 12,095 $ 1,530 Premium on Bonds 105 Open Space Acquisition Refunding 3.50-4.00 6/26/07 8/15/18 12,345 9,270 1,390 Premiumon Refunding Bonds 23 Refunding Bond Charges 247 Open Space Acquisition Refunding 2.50 7/7/09 8115/13 6,305 1,790 1,790 Premiumon Refunding Bonds 10 Refunding Bond Charges 3 Parks, Recreation, Muni.,Cap., gyp., Ref. 2.00-3.00 9/16/09 12115/15 11,895 6,205 2,010 Premium on Refunding Bonds 162 Refunding Bond Charges 85 Waste Reduction Bonds 2.00-4.00 12115/09 12101/29 6,000 5,250 250 Premium on Waste Reduction Bonds 55 General Fund Cap. Imp. Projects Bonds 2.00-4.00 03/22/12 10/01/31 49,000 47,170 2,270 Premiumon Cap. Irrp. Projects Bonds 5,442 Subtotal $ 105,660 $ 87,912 $ 9,240 Taxable Pension Obligation Bonds 2.00-5.00 10/26/10 10/01/30 $ 9,070 S 8,420 $ 345 Premium on Pension Obligation Bonds 111 Subtotal $ 9,070 $ 8,531 $ 345 Sales Tax Revenue Bonds: Open Space Acq. Sales Tax Rev. Ref. Bonds 2.50-3.00 7/7/09 8/15/14 $ 6,485 $ 2,710 $ 1,340 Premiumon Refunding Bonds - 29 - Refunding Bond Charges - 6 - Subtotal $ 6,485 $ 2,745 $ 1,340 118 Sources, Uses, and Debt Service GOVERNMENTAL ACTIVITIES, (Cont.) Interest Date Date Authorized Current Rates Issued Maturity and Issued Outstanding Portion Loan Payable - Boulder County 3.00 9/25/09 911/2013 $ 5,441 $ 250 $ 250 Capital Lease Purchase Agreements Banc of America Leasing & Capital, LLC 4.93 9/27/10 11/27/23 1,500 1,337 94 Suntrust Equipment Finance & Leasing Corp. 2.65 1125/12 7125/27 9,643 9,416 450 Subtotal $ 11,143 $ 10,753 $ 544 Compensated Absences (estimated) $ - $ 10,968 $ 603 Retiree Health Care Benefit (OPEB) (estimated) 1,185 - Rebatable Arbitrage(estimated) - - - Total Governmental Activities $ 137,799 $ 122,344 $ 12,322 BUSINESS-TYPE ACTIVITIES Interest Date Date Authorized Current Rates Issued Maturity and Issued Outstanding Portion Supported by utility revenues Water and Sewer Revenue Refunding Bonds 2.00-4.00 2122/11 12101/21 $ 18,335 $ 15,600 $ 1,530 Premium on Bonds - 620 - Refunding Bond Charges - 473 - Water and Sewer Revenue Refunding Bonds 3.00-3.75 5/01/05 12101/16 7,900 3,140 740 Refunding Bond Charges - 34 - Water and Sewer Revenue Refunding Bonds 4.00-4.125 7/10/07 12101/19 25,935 14,260 1,940 Refunding Bond Charges 416 - Water and Sewer 3.50-5.00 11/15/05 12101/15 45,245 6,195 1,985 Premumon Bonds - 27 - Water and Sewer 4.00-5.00 11120/12 12/01/25 24,325 24,325 Premium on Bonds - 6,506 Refunding Bond Charges - 3,084 - Water and Sewer Revenue Bonds 2.00-3.00 10/12/10 12101/30 9,980 9,195 405 Premiumon Bonds - 190 - Storm Water & Flood IVIgnt Rev. Rfdg. 2.00-3.00 6108/10 12/01/18 3,165 2,100 335 Premium on Bonds - 46 - Refunding Bond Charges - 21 Subtotal $ 134,885 $ 86,232 $ 6,935 Compensated Absences (estimated) $ - $ 1,131 $ 168 Retiree Health Care Benefit (OPEB) (estimated) 145 - Rebatable Arbitrage (estimated) - - - Total supported by utility revenues $ 134,885 $ 87,508 $ 7,103 Supported by parking revenues Downtown Commercial District: Parldng Facilities 2.50-4.20 6117/03 8115/13 12,500 615 615 Prerriumon Bonds 1 Parking Facilities 2.00-3.00 11/28/12 8/15/23 7,275 7,275 90 Premium on Bonds 536 Refunding Bond Charges 265 Parking Facilities 3.00-4.00 5114/09 8/15/18 7,730 5,450 825 Premiumon Bonds 169 Refunding Bond Charges 29 Subtotal $ 27,505 $ 14,340 $ 1,530 119 Sources, Uses, and Debt Service BUSINESS-TYPE ACTIVITIES, (Cont.) Interest Date Date Authorized Current Rates Issued Maturity and Issued Outstanding Portion Compensated Absences (estimated) 125 19 Retiree Health Care Benefit (OPEB) (estimated) - 37 - Total supported by parking revenues $ 27,505 $ 14,502 $ 1,549 Supported by base rentals Boulder NLnicipal Property Authority Open space acquisition: Foothills Note 1997G 7.00 7/16/97 7/16/17 1,095 424 74 Van Vleet We 1999B 6.00 3/5/99 3/5/14 2,500 472 229 Abbott Note2001D 6.00 12105/01 1/14114 430 88 43 Helayne B. Jones We 2003A 6.00 6/20/03 6/20/13 715 92 92 Dagle We 2004A 4.75 12101/04 12101/14 770 183 90 Gisle We 2005A 4.75 2/18/05 2118/17 1,180 573 104 Hil Note 2005B 4.75 4/05/D5 4/05/15 910 318 101 Luchetta Note 2005C 5.00 8/05/05 8105/20 720 448 47 Boulder Valley We 2006A 5.00 6/16/06 6/16116 3,550 1,630 378 Bsenberg We 2006B 5.00 6/07/06 6/07/16 1,206 554 128 Kolb, Edward H. Note 2008AR-1 5.00 4122108 4122/18 404 266 39 Vigil Note 2008AR-2 5.00 4/22/08 4/22/18 404 266 39 Subtotal $ 13,884 $ 5,314 $ 1,364 Total supported by base rentals $ 13,884 $ 5,314 $ 1,364 Total Business-type Activities $ 176,274 $ 107,324 $ 10,016 120 Table 5-12: Computation of Legal Debt Margin for the Last Ten Years (in $1,000s) 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 Total Assessed Value (Prior Year Assessed Value for Current Year Collections - Estimated) $ 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 $ 1,929,525 Debt Limit - 3% of Total Assessed Value 74,943 76,981 76,882 72,496 71,944 62,838 62,759 59,120 59,129 57,886 Amount of Debt Applicable to Debt Margin Total bonded debt $ 87,912 $ 41,747 $ 49,683 $ 58,410 $ 60,118 $ 67,754 $ 75,081 $ 60,375 $ 66,294 $ 71,929 Less deductions allowed by law: Self-supporting General Obligation bonds 87,912 41,747 49,683 58,410 60,118 67,754 75,081 60,375 65,929 71,214 Self-supporting General Obligation Water Utility bonds - - - - - 365 715 Total Deductions $ 87,912 $ 41,747 $ 49,683 $ 58,410 $ 60,118 $ 67,754 $ 75,081 $ 60,375 $ 66,294 $ 71,929 Amount of Debt Applicable to Debt Margin $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Legal Debt Margin $ 74,943 $ 76,981 $ 76,882 $ 72,496 $ 71,944 $ 62,838 $ 62,759 $ 59,120 $ 59,129 $ 57,886 Note: The total indebtedness of the City, payable solely fromthe 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 w hole 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.) hl [This page is intentionally blank.] 122 City of Boulder City Council 2013 Annual Budget a $203,202 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. City Council City Attorney City Manager Municipal Judge 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. 123 City Council Table 6-01: City Council Summary Budget 2011 2012 2013 Actual Approved Approved EXPENDITURE City Council $ 169,245 $ 188,132 $ 203,202 Total Expenditure $ 169,245 $ 188,132 $ 203,202 General $ 169,245 $ 188,132 $ 203,202 Total Funding $ 169,245 $ 188,132 $ 203,202 2012 Accomplishments • Approved placing items on the 2011 ballot, which were subsequently approved by the voters: • Extension and increase of Utility Tax Approval of Capital Improvement Bonds • Approval to explore creating a local utility • Adopted a balanced 2012 Annual Budget • Completed 2012 Board and Commission Appointments • Approved grant of Education Excise Tax to the Wilderness Place Project/Early Childhood development • Approved amending the West Trail Study Area regarding trail alignments and visitor activities in the Anemone Hill area • Adopted Medical Marijuana ordinance and code updates and a moratorium on new applications until August of 2012 • Approved expansion of the Forest Glen Eco Pass General Improvement District • Approved modifications to the general penalty provisions of the Boulder Revised Code • Approved the 2012 Federal Legislative Agenda • Approved Boulder Junction/Transit Village Site Plan • Supported the University of Colorado's elimination of the 4-20 Event • Adopted 10 Year Plan to Address Homelessness • Won the IBM Smarter Cities Challenge • Accepted the following master plans: • Zero Waste • Boulder Reservoir Fire and Rescue • Completed the Harper Hollow Annexation 124 City Council Key Initiatives for 2013 (Council 2012 Priorities) Below are the goals set by council at theirjanuary 2012 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 Table 6-02: City Council Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FfE Budget Budget Change FrE FTE Change GENERAL FUND Council Travel $ 14,500 $ 34,500 $ 20,000 0.00 0.00 0.00 Council Technology - Ongoing Costs for Digital Agendas - 7,500 7,500 0.00 0.00 0.00 Total Changes, City Council $ 27,500 0.00 125 Table 6-03: City Council Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Amount Amount Amount Amount EXPENDITURE BY PROGRAM City Council $ 169,245 $ 188,132 $ 203,202 $ 15,070 Total $ 169,245 $ 188,132 $ 203,202 $ 15,070 EXPENDITURE BY CATEGORY Personnel $ 80,668 $ 87,102 $ 89,672 $ 2,570 Operating 85,388 97,508 110,008 12,500 Interdepartmental Charges 3,189 3,522 3,522 - Total $ 169,245 $ 188,132 $ 203,202 $ 15,070 EXPENDITURE BY FUND General $ 169,245 $ 188,132 $ 203,202 $ 15,070 Total $ 169,245 $ 188,132 $ 203,202 $ 15,070 Note: No budgeted FTE included in City Council. 2012 Budget includes one time funding of $15K for Council Technology 126 City of Boulder Municipal Court 2013 Annual Budget a $2,078,125 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. Municipal Administration Adjudication Case Management' Department Overview Administration • Court Administration is responsible for achieving department goals and objectives; managing budgetary and financial information; assuring adherence to policies and regulations; 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. 127 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 and the Colorado Bureau of Investigations. 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. Table 6-04: Municipal Court Summary Budget 2011 2012 2013 Actual Approved Approved Administration 4.00 4.00 3.78 Adjudication 3.50 3.50 4.38 Case Management 8.75 8.75 10.00 Total Staffing 16.25 16.25 18.16 EXPENDITURE Administration $ 330,193 $ 443,048 $ 463,882 Adjudication 444,260 473,218 551,484 Case Management 831,327 909,509 1,062,759 Total Expenditure $ 1,605,781 $ 1,825,775 $ 2,078,125 General $ 1,605,781 $ 1,825,775 $ 2,078,125 Total Funding $ 1,605,781 $ 1,825,775 $ 2,078,125 2012 Accomplishments • Began analyzing the efficacy of the 2011 migration of Minor in Possession (MIP) cases from the county court to the municipal court • Completed the assessment of staffing and structural needs, and redistributed workload to improve efficiency in collection processing and statistical analysis • Improved our "Paper on Demand" functionality through electronic record retention of financial documents • Collaborated with alcohol coalition members about best practices for reducing the harms associated with binge and underage drinking, facilitated development of an array of practices for the Boulder community, and oversaw implementation of those strategies • Fully absorbed CU/City liaison position, which was jointly funded by the City Manager's Office, the Municipal Court, and CU. 128 Municipal Court Key Initiatives for 2013 • Plan and test new Web-based software for traffic, general, and animal violations to achieve a smooth transition from the old system • Add an ongoing Homeless Resource Officer position to the court's probation personnel to focus on assisting homeless defendants in accessing benefits to which they are entitled, including, but not limited to, veterans', disability, medical, and social service benefits • Rebrand CU/City liaison as the Community Coordinator, have that position continue all of the work currently done on behalf of Act on Alcohol Concerns Together Coalition, and continue to be accessible to CMO staff as a resource for CU/City issues. Table 6-05: Municipal Court Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change GENERAL FUND Community Coordinator - Reallocation of a Flosition from CMO to Muni Court $ 20,450 $ 91,349 $ 70,899 0.00 0.88 0.88 Homeless Resource Officer - 102,000 102,000 0.00 1.00 1.00 Total Changes, Municipal Court $ 172,899 1.88 129 Table 6-06: Municipal Court Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 4.00 $ 330,193 4.00 $ 443,048 3.78 $ 463,882 (0.22) $ 20,834 Subtotal 4.00 $ 330,193 4.00 $ 443,048 3.78 $ 463,882 (0.22) $ 20,834 Adjudication Adjudication 3.50 $ 444,260 3.50 $ 473,218 4.38 $ 551,484 0.88 $ 78,266 Subtotal 3.50 $ 444,260 3.50 $ 473,218 4.38 $ 551,484 0.88 $ 78,266 Case Management Animal 0.75 $ 72,252 0.75 $ 72,482 1.00 $ 105,210 0.25 $ 32,728 General 1.00 63,994 1.00 93,191 1.00 105,210 - 12,019 Parking 2.00 230,770 2.00 256,384 2.00 232,725 (23,659) Photo Enforcement 2.00 169,107 2.00 188,673 2.00 197,212 - 8,539 Probation Services 2.00 198,866 2.00 205,587 3.00 317,193 1.00 111,606 Traffic 1.00 96,338 1.00 93,192 1.00 105,210 - 12,018 Subtotal 8.75 $ 831,327 8.75 $ 909,509 10.00 $ 1,062,759 1.25 $ 153,250 Total 16.25 $ 1,605,781 16.25 $ 1,825,775 18.16 $ 2,078,125 1.91 $ 252,350 EXPENDITURE BY CATEGORY Personnel $ 1,227,390 $ 1,401,378 $ 1,656,177 - $ 254,799 Operating 327,954 378,733 371,199 (7,534) Interdepartmental Charges 50,437 45,664 50,749 - 5,085 Total $ 1,605,781 $ 1,825,775 $ 2,078,125 $ 252,350 STAFFING AND EXPENDITURE BY FUND General 16.25 $ 1,605,781 16.25 $ 1,825,775 18.16 $ 2,078,125 1.91 $ 252,350 Total 16.25 $ 1,605,781 16.25 $ 1,825,775 18.16 $ 2,078,125 1.91 $ 252,350 130 City of Boulder City Attorney's Office 2013 Annual Budget $2,387,581 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. City Attorney's Office Consultation and Prosecution and Administration Advisory Civil Litigation Department Overview Administration • Provides secretarial, administrative and budget support for the Consultation and Advisory Services 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. 131 City Attorney's Office Table 6-07: City Attorney's Office Summary Budget 2011 2012 2013 Actual Approved Approved Administration 1.50 1.50 1.50 Consultation and Advisory 11.53 12.28 12.28 Prosecution and Civil Litigation 5.62 6.42 6.42 Total Staffing 18.65 20.20 20.20 EXPENDITURE Adnnistration $ 247,084 $ 306,124 $ 329,218 Consultation and Advisory 1,208,808 1,343,361 1,398,834 Prosecution and Civil Litigation 549,617 594,510 659,530 Total Expenditure $ 2,005,509 $ 2,243,995 $ 2,387,581 General $ 1,918,447 $ 2,098,080 $ 2,282,056 Property and Casualty Insurance 87,062 93,615 105,525 Water Utility - 52,300 - Total Funding $ 2,005,509 $ 2,243,995 $ 2,387,581 2012 Accomplishments • Defended in district court challenges to the city's decision to deny five medical marijuana business licenses, and filed two appeals affecting three medical marijuana businesses seeking review of decisions to reverse denias issued by the licensing division • Acquired the "through-the-fence" agreement from a property owner at the Boulder Municipal Airport by settlement of a challenge to the right of the city to condemn the agreement Settled litigation the city filed against Wells Fargo to return an affordable house to the city's affordable housing program • Negotiated and drafted agreements with RTD, the Boulder Junction Access General Improvement District - Parking, and the developer for the Depot Square project to implement the Transit Oriented Development Goals of the 2007 Transit Village Area Plan • Retained the team of consultants necessary to inventory, appraise, and acquire the electrical distribution system and comply with federal rules that are necessary to further Ballot Issues 2B and 2C • Coordinated efforts across city departments to assemble the information available to the city to facilitate the efforts to inventory the electrical distribution system, mapping, inspection, and planning services data • Began to appeal the district court ruling on the Ball Aerospace appeal of the city's tax on computer software and worked with the business community to clarify the city's tax on computer software and on-line services 132 ~ A City Attorney's Office • Participated in the following Public Utilities Commission dockets: Energy-Only Street Lighting Tariff, Environmental Tariff, Demand Side Management Plan, Renewable Energy Standard Compliance Plan, Date Privacy Rulemaking, Revisions to Windsource Plan, Electric Resource Plan, Cost Recovery for SmartGriclCity, and the Boulder Docket • Advised department regarding the 13th Street groundwater matter and the South Boulder Recreation Center flooring issue • Created new standard agreements for hosted services and system procurement that were used in the VOIP telephone procurement • Negotiated agreements with Xcel Energy regarding the use of undergrounding funds and the Boulder Canyon Hydroelectric facility • Worked with department staff to complete annexations for Harper Hollow and 6400 Arapahoe • Worked on the park closure rule, mobile vending cart regulation, cafe seating, commercial permits for parks, library suspension rules, amendments to the "Mall Permits and Leases" chapter of the Code and legal issues surrounding the Valmont Bike Park • Defended a conviction of an Improper Lane Change charge on appeal to the district court • Resolved trademark litigation regarding the Boulder Creek Festival • Successfully defended Boulder's camping ordinance when the Colorado Supreme Court declined to hear the defendant's constitutional appeal in David Lee Madison v. City of Boulder (11 SC302, cert. denied September 12, 2011). Key Initiatives for 2013 • Continue to provide legal support and direction for the city's clean energy initiatives • Implement community prosecution strategies in conjunction with law enforcement and the community. 133 Table 6-08: City Attorney's Office Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration 1.50 $ 247,084 1.50 $ 306,124 1.50 $ 329,218 $ 23,094 Subtotal 1.50 $ 247,084 1.50 $ 306,124 1.50 $ 329,218 $ 23,094 Consultation and Advisory 11.53 $ 1,208,808 1228 $ 1,343,361 1228 $ 1,398,834 $ 55,473 Subtotal 11.53 $ 1,208,808 12.28 $ 1,343,361 12.28 $ 1,398,834 $ 55,473 Prosecution and Civil Litigation' 5.62 $ 549,617 6.42 $ 594,510 6.42 $ 659,530 $ 65,020 Subtotal 5.62 $ 549,617 6.42 $ 594,510 6.42 $ 659,530 $ 65,020 Total 18.65 $ 2,005,509 20.20 $ 2,243,995 20.20 $ 2,387,581 $ 143,586 EXPENDITURE BY CATEGORY Personnel $ 1,841,979 $ 2,052,469 $ 2,196,055 $ 143,586 Operating 125,319 153,241 153,241 - Interdepartmental Charges 38,211 38,285 38,285 - Total $ 2,005,509 $ 2,243,995 $ 2,387,581 $ 143,586 STAFFING AND EXPENDITURE BY FUND General 17.65 $ 1,918,447 18.70 $ 2,098,080 19.20 $ 2,282,056 0.50 $ 183,976 Property and Casualty Insurance 1.00 87,062 1.00 93,615 1.00 105,525 - 11,910 Water Utility - - 0.50 52,300 - - (0.50) (52,300) Total 18.65 $ 2,005,509 20.20 $ 2,243,995 20.20 $ 2,387,581 - $ 143,586 Note: ' Fisk 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 FTEwithin City Attorney's Office (CAO) and reflected in the CAO budget within Prosecution and Litigation. 134 City of Boulder City Manager's Office 2013 Annual Budget $2,597,4841 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. City Manager's Office Manager's City Office City Clerk and Administration Communications Operations Support Services Non-Departmental City • Contracts, Citywide • Contingency Memberships and Programs 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. City Clerk and Support Services • The City Clerk and Support Services administer Municipal Elections and oversee the retention and destruction of all official city records. Support services carries out administrative support for City Council and City Manager's Office, including board and commission annual recruitment and orientation, Sister City relationships support and coordination, and all open record requests. Communications • Communications provides effective communication with citizens, staff and 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 , Non-Departmental Contracts, Citywide Memberships, and Citywide Programs are not included in the budget of the City Manager's Office and are an additional $2,454,594 135 City Manager's Office City Manager's Contingency • The City Manager's Contingency is set aside funds 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 organizations for city departments and Council that assist the city in influencing regional and national decision making. • Citywide Programs are programs that have a time frame associated with them, or they are funding for planning and development of new programs to meet future needs of the city. Table 6-09: City Manager's Office Summary Budget 2011 2012 2013 Actual Approved Approved City Clerk and Support Services 5.80 5.80 5.00 City Manager's Office 6.50 6.88 7.00 Communications 5.50 6.50 6.50 Total Staffing 17.80 19.18 18.50 EXPENDITURE City Clerk and Support Services $ 644,781 $ 676,298 $ 683,409 City Manager's Office 748,189 937,160 1,087,369 Communications 705,505 739,510 826,706 Total Expenditure $ 2,098,475 $ 2,352,968 $ 2,597,484 General $ 2,098,475 $ 2,352,968 $ 2,597,484 Total Funding $ 2,098,475 $ 2,352,968 $ 2,597,484 2012 Accomplishments City Manager's Office / City Clerk's Office • Completed an organizational assessment of the City Manager's Office - including the City Clerk's Office. Organizational Development • Established an organizational development program to assist in providing vision and leadership 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. 136 ~ A City Manager's Office Legislative • Finalized multiparty escrow agreement that should allow (pending resolution of litigation on a related matter) for the transfer of Section 16 into the Rocky Flats Wildlife Refuge, consistent with the intergovernmental agreement between Jefferson County, Boulder County and the City of Boulder • Hosted congressional field hearing last August and follow-up briefing earlier in 2012 to approximately 60 congressional staffers, showcasing to federal leaders the city's innovative work in sustainability and demonstrating that the city should be included in related policy-making discussions and considered for strategic federal investments • Finalized and approved shared equity agreement which allowed the city to provide educational excise tax revenue to the Acorn School for Early Childhood Development for the construction of the "Wilderness Early Learning Center," a new early childhood center in north-east Boulder focused on serving families with children ages 0 - 6. CU Liaison • Continued development and execution of Boulder's Campus-Community Alcohol Coalition work plan • Participated in stakeholder group and was a member of the Substance Abuse Task Force for Boulder County Public Health's, Public Health Improvement Process • Worked on University Hill Revitalization - Management of High Density Residential Service District Project. Communications • Transferred management of Education Access to Boulder Valley School District • Launched an internal communication program to better engage staff and inform employees of interdepartmental news, progress on council work plan, and HR news • Launched a bimonthly employee e-newsletter • Launched an all-employee staff meeting which is attended live and video streamed to employees throughout the city to better inform staff of changes, new programs, and to establish stronger employee relations between senior management and front-line employees • Upgraded Channel 8 to HD cameras and "field equipment" that better enables Channel 8 to cover meetings outside Council Chambers and record TV shows on site with multiple cameras • Made Channel 8 videos and programs available on-line through Vimeo which allows the city to begin tracking online viewership • Hosted Council on-line coverage through Granicus which provides on-line video streaming, viewer tracking, and reduces the need for an in-house engineer. • Launching Mind Mixer to engage community through social media on key projects. 137 City Manager's Office Key Initiatives for 2013 • Administer the Council Work Plan • Support Boulder's Energy Future work plan • Support the Council Charter Committee • Implement recommendations to improve talent management processes • Develop a regional effort to further of water conservation • Revise agreements between the city and officials at the U.S. Dept. of Commerce, Boulder, allowing for greater flexibility for expansion needs on the Boulder campus • Explore 2013 legislative possibilities, including measures related to Boulder's Energy Future, expanded options for using transportation funding for transit, and protections for mobile home owners • Participate on and support for the Water Stewardship Task Force, an initiative of the Boulder County Consortium of Cities • Renew Comcast Franchise Agreement • Consider possible revisions to the MOA between the city and the Department of Commerce • Transition the CU Liaison position into a Community Coordinator position based in the Municipal Court to support community efforts and assist the City Manager's Office in university related matters when needed • Partner with Boulder County Public Health on the planning and implementation of their Public Health Improvement Process. Table 6-10: City Manager's Office Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FrE Budget Budget Change FrE FrE Change GENERAL FUND City Clerk Reorganization $ 45,559 $ 66,009 $ 20,450 0.80 1.00 0.20 CO-LABS Membership - 3,000 3,000 0.00 0.00 0.00 Move Community Coordinator Position to Municipal Court 91,349 - (91,349) 0.88 0.00 (0.88) Total Changes, City Manager's Office $ (67,899) (0.68) 138 Table 6-11: City Manager's Office Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM City Clerk and Support Services Records Retention, Management, and Destruction; Open Records Requests; Domestic Partnerships; Contract Routing/Document Recording; and, Council Chamber AV support 2.80 $ 236,795 2.80 $ 257,398 2.00 $ 199,882 (0.80) $ (57,516) Conduct of Bections Including Campaign Finance ReforMMatching Funds 0.30 129,804 0.30 123,607 0.30 172,400 48,793 Board and Commission Administration 0.30 30,934 0.30 30,224 0.30 34,423 4,199 General Administration 2.20 226,635 2.20 244,892 2.20 253,724 8,832 Sister Cfij Administration 0.20 20,613 0.20 20,177 0.20 22,980 2,803 Subtotal 5.80 $ 644,781 5.80 $ 676,298 5.00 $ 683,409 (0.80) $ 7,111 City Manager's Office City Administration and Operations 4.50 $ 573,464 5.00 $ 782,156 5.50 $ 887,570 0.50 $ 105,414 City/CU - Community Relations and Collaboration 1.00 67,259 0.88 40,282 - - (0.88) (40,282) Intergovernmental Relations 1.00 107,466 1.00 114,722 1.00 116,998 - 2,276 Organizational Development 0.50 82,801 0.50 82,801 Subtotal 6.50 $ 748,189 6.88 $ 937,160 7.00 $ 1,087,369 0.12 $ 150,209 Communications External Communication 2.50 $ 283,868 2.50 $ 301,753 2.50 $ 319,323 - $ 17,570 Internal Communication 0.50 56,774 1.00 103,488 1.00 127,488 24,000 Multi Media 2.50 340,823 3.00 334,269 3.00 379,895 45,626 Community Survey - 24,040 - - - - - Subtotal 5.50 $ 705,505 6.50 $ 739,510 6.50 $ 826,706 $ 87,196 Total 17.80 $ 2,098,475 19.18 $ 2,352,968 18.50 $ 2,597,484 (0.68) $ 244,516 EXPENDITURE BY CATEGORY Personnel $ 1,623,031 $ 1,896,485 $ 2,097,701 $ 201,216 Operating 268,002 306,870 346,391 39,521 Interdepartmental Charges 207,442 149,613 153,392 3,779 Total $ 2,098,475 $ 2,352,968 $ 2,597,484 $ 244,516 STAFFING AND EXPENDITURE BY FUND General 17.80 $ 2,098,475 19.18 $ 2,352,968 18.50 $ 2,597,484 (0.68) $ 244,516 Total 17.80 $ 2,098,475 19.18 $ 2,352,968 18.50 $ 2,597,484 (0.68) $ 244,516 139 Table 6-12: City Manager's Contingency Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Amount Amount Amount Amount EXPENDITURE BY PROGRAM City Manager's Contingency Extraordinary Personnel $ $ 119,916 $ 119,916 $ Facility Energy Cost Contingency 110,000 110,000 Manager's Contingency 83,417 159,066 159,066 Vehicle Energy Cost Contingency - 80,000 80,000 Total $ 83,417 $ 468,982 $ 468,982 $ EXPENDITURE BY CATEGORY Personnel $ - $ 119,916 $ 119,916 $ Operating 83,417 349,066 349,066 Total $ 83,417 $ 468,982 $ 468,982 $ - EXPENDITURE BY FUND General $ 83,417 $ 468,982 $ 468,982 $ Total $ 83,417 $ 468,982 $ 468,982 $ - Notes: No budgeted FTE included in City Manager's Contingency. In 2011, $26,623 was transferred to Police for Annimal Control. 140 Table 6-13: Non-Departmental Contracts, Citywide Memberships, and Citywide Programs Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Amount Amount Amount Amount EXPENDITURE BY PROGRAM Non-Departmental Contracts Convention and Visitors Bureau $ 731,636 $ 1,237,000 $ 1,389,000 $ 152,000 Federal Legislative Consultant 36,852 43,501 43,501 - Humane Society Building Loan 60,000 93,955 93,955 Museum of History 23,609 23,609 23,609 Negotiations Support 72 46,393 46,393 Greenwood Wildlife Rehab - 10,000 - (10,000) Subtotal $ 852,169 $ 1,454,458 $ 1,596,458 $ 142,000 City-Wide Memberships Denver Regional Council of Governments $ 35,300 $ 35,300 $ 35,300 $ - Chamber of Commerce 8,884 - - - Colorado Municipal League 66,513 69,284 71,008 1,724 Metro Mayors Caucus 7,029 8,251 7,030 (1,221) National League of Cities 7,816 8,319 7,816 (503) Rocky Flats Stewardship Coalitions 1,000 1,000 1,000 - CO Labs - - 3,000 3,000 Subtotal $ 126,542 $ 122,154 $ 125,154 $ 3,000 City-Wide Programs West Nile Virus $ 247,000 $ 250,000 $ 250,000 $ - Boulder's Energy Future 260,000 260,000 - (260,000) Boulder Junction 325,000 - - Community Survey - 14,000 14,000 Casey Mddle School Reconstruction EET 5,651 - - Boulder Television (BTV) 11,393 Mapleton School Renovation from EET 3,500,000 Wilderness Place Project from EET 960,292 - - Subtotal $ 5,309,336 $ 524,000 $ 264,000 $ (260,000) Total $ 6,288,047 $ 2,100,612 $ 1,985,612 $ (115,000) EXPENDITURE BY CATEGORY Operating $ 6,288,047 $ 2,100,612 $ 1,985,612 $ (115,000) Total $ 6,288,047 $ 2,100,612 $ 1,985,612 $ (115,000) EXPENDITURE BY FUND General $ 6,288,047 $ 2,100,612 $ 1,985,612 $ (115,000) Total $ 6,288,047 $ 2,100,612 $ 1,985,612 $ (115,000) Notes: No budgeted FTE included in Non-Departmental Contracts, Qty-Wide Memberships or City-Wide Programs. Greenwood Wildlife Rehab funding has been moved to Boulder Police in 2013 For 2013 Boulder Energy Future has been established as a department - see separate page. 141 [This page is intentionally blank.] 142 City of Boulder Downtown and University Hill Management Division Parking Services 2013 Annual Budget $9,403,000 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. Downtown and Management University Hill Division and Parking Services Administration Business Assistance I Parking and and Events Access 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. Business Assistance and Events • Manage public space permitting on University Hill, the Pearl Street Mall, and citywide; coordinate with downtown and hill business organizations; provide business retention and outreach services; and coordinate capital improvements downtown and in the Hill commercial district. 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 for the implementation of the Boulder Junction Access Districts. • Travel Demand Management (TDM). Administer the downtown travel demand management programs: employee EcoPass, Car Share and Bike Share. 143 Downtown and University Hill Management Division Parking Services • 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 2011 2012 2013 Actual Approved Approved 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 4225 42.25 EXPENDITURE Adnnistration $ 1,000,941 $ 1,079,833 $ 1,122,915 Business Assistance and Events 674,007 341,214 348,424 Parking and Access: Operations TDM and Enforcement 4,100,213 4,202,004 4,368,700 Capital Improvements Program, Interdepartmental Charges and Debt Service 3,291,526 3,523,924 3,562,961 Total Expenditure $ 9,066,687 $ 9,146,976 $ 9,403,000 General $ 1,257,575 $ 1,217,791 $ 1,292,277 Dow ntow n Commercial District 7,283,261 7,326,405 7,478,043 University Hill Commercial District 507,725 552,486 569,734 Boulder Junction General Improvement District-Parking 18,126 17,314 12,599 Boulder Junction General Improvement District-TDM - 32,980 50,347 Total Funding $ 9,066,687 $ 9,146,976 $ 9,403,000 2012 Accomplishments • Completed Hill Residential Service District proposal and timeline • Completed downtown garages signage and interior improvements design • Completed 15th Street streetscape design • Developed Chautauqua Parking Management Plan data collection • Coordinated plans for the Pro Cycling Challenge race. 144 Downtown and University Hill Management Division Parking Services Key Initiatives for 2013 • Initiate Pearl Street Mall smoking ban pilot • Develop Hill Residential Service District Petition and Election Process • Examine Innovation District Development • Explore Redevelopment opportunities with the UHGID parking lot on 14th St. • Implement 15th Street Streetscape, West Pearl Streetscape, and Mall Interactive Kiosks, all 2011 Capital Improvement Bond projects • Conduct parking technology assessment. Table 6-15: Downtown and University Hill Management Division / Parking Services Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FIFE FIFE Change GENERAL FUND Increase in Credit Card Fees $ 29,000 $ 41,000 $ 12,000 0.00 0.00 0.00 DOWNTOWN COMMERICAL DISTRICT Increase in Credit Card Fees $ 156,000 $ 230,000 $ 74,000 0.00 0.00 0.00 UNIVERSITY HILL COMMERCIAL DISTRICT Increase in Credit Card Fees $ 26,000 $ 37,000 $ 11,000 0.00 0.00 0.00 Total Changes, Downtown and University Hill Management Division/Parking Services $ 97,000 0.00 145 Table 6-16: Downtown and University Hill Management Division / Parking Services Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 6.45 $ 982,815 6.45 $ 1,029,539 6.45 $ 1,059,969 $ 30,430 Planning Boulder Junction Access GIN - 18,126 - 50,294 - 62,946 12,652 Subtotal 6.45 $ 1,000,941 6.45 $ 1,079,833 6.45 $ 1,122,915 $ 43,082 Business Assistance and Events BID Funding for Survey/Database - $ 6,250 - $ 5,000 - $ 5,000 $ BID Funding for Events/Marketing 38,059 38,059 38,059 BID Funding for Trash, Ambassadors, Kiosk - 24,477 - 39,803 - 25,146 (14,657) Cityw ide Event Permitting 0.50 53,317 0.50 55,533 0.50 58,419 2,886 CitywideFilmPermitting 0.10 5,924 0.10 6,170 0.10 6,490 320 Civic Plaza - Farmer's Market - 2,360 - 1,800 - 1,800 - Dow ntow n and Community Improvements - Pearl Street MaIVDowntown Streetscape - 491,123 - 110,500 - 110,500 (0) Mall Operations 0.45 24,939 0.45 40,738 0.45 50,069 9,331 Mall Permitting 0.45 24,938 0.45 40,738 0.45 50,068 9,330 News Box Program - 2,621 - 2,873 - 2,873 - Subtotal 1.50 $ 674,007 1.50 $ 341,214 1.50 $ 348,424 $ 7,210 Parking and Access: Operations TDM and Enforcement Meter Program 3.00 $ 650,783 3.00 $ 665,156 3.00 $ 753,400 $ 88,244 Public Information/Economic Vitality - 20,934 - 37,000 - 37,000 - Parking Garages/Lots - Dow ntow n and University Hill 17.73 1,566,694 17.73 1,671,586 17.73 1,690,959 19,372 University Hill Streetscape and Public Space Maintenance 1.03 90,440 1.03 92,016 1.03 96,916 4,900 Neighborhood Parking Program 1.09 87,682 1.09 88,342 1.09 91,843 3,501 Parking Enforcement and Special Event Enforcement 10.95 813,209 10.95 794,543 10.95 842,748 48,205 TDM - Commerical District Access Program 0.50 40,301 0.50 40,014 0.50 41,535 1,521 EcoPass Program - 796,720 - 792,848 - 793,800 952 CAGID Parking Refunds 16,103 16,000 16,000 - Trash Bag Supplies Outside the Hill Business District - 17,348 - 4,500 - 4,500 - Subtotal 34.30 $ 4,100,213 34.30 $ 4,202,004 34.30 $ 4,368,700 $ 166,696 Capital Improvements Program, Interdepartmental Charges and Debt Service Capital Improvement Program $ 86,762 $ 400,000 $ 400,000 $ - Interdepartmental Charges 327,740 278,721 276,637 (2,084) Debt Service 1,925,934 1,929,517 1,935,752 6,235 Revenue Tranfers 951,090 915,686 950,572 34,886 Subtotal $ 3,291,526 $ 3,523,924 $ 3,562,961 $ 39,037 Total 42.25 $ 9,066,687 42.25 $ 9,146,976 42.25 $ 9,403,000 - $ 256,024 EXPENDITURE BY CATEGORY Personnel $ 2,475,120 $ 2,622,884 $ 2,741,219 $ 118,335 Operating 3,399,039 3,438,181 3,557,772 119,592 Interdepartmental Charges 484,784 588,817 585,478 (3,339) Capital 125,215 260,000 275,000 15,000 Debt Service 1,925,934 1,929,517 1,935,752 6,235 Other Financing 656,596 307,578 307,779 201 Total $ 9,066,687 - $ 9,146,976 - $ 9,403,000 - $ 256,024 146 Table 6-16: Downtown and University Hill Management Division / Parking Services Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY FUND General 14.33 $ 1,257,575 14.33 $ 1,217,791 14.33 $ 1,292,277 $ 74,486 Dow ntow n Commercial District 24.29 7,283,261 24.29 7,326,405 24.29 7,478,043 151,638 University Hill Commercial District 3.63 507,725 3.63 552,486 3.63 569,734 17,248 Boulder Junction General Improvement District-Parking - 18,126 - 17,314 - 12,599 (4,715) Boulder Junction General Improvement District-TDM - - - 32,980 - 50,347 17,367 Total 42.25 $ 9,066,687 42.25 $ 9,146,976 42.25 $ 9,403,000 - $ 256,024 147 [This page is intentionally blank.] 148 City of Boulder Human Resources 2013 Annual Budget It $1,734,117 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. Human Resources' Administration Benefits and Payroll Compensation Employee and Labor Relations Employment and Talent Diversity Management 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 and Diversity • Employment includes analysis of hiring priorities based on the city's business needs, assisting managers and applicants regarding the recruitment process, and policy/procedure development, interpretation and compliance. Diversity provides oversight for the Inclusiveness and Diversity Team, which serves as a catalyst and promoter of a welcoming and inclusive environment by facilitating training, tools, resources, ideas and coaching. Talent Management • Talent Management is responsible for performance management and training. 149 Human Resources Employee and Labor Relations • Employee Relations involves working with managers to ensure respectful relationships exist within work groups and providing coaching and training to managers on resolving conflicts and dealing with sensitive issues. Labor Relations is responsible for negotiating collective bargaining agreements and advising supervisors and managers on contract interpretation and application. 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. 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. Table 6-17: Human Resources Summary Budget 2011 2012 2013 Actual Approved Approved Administration 2.05 2.55 3.46 Compensation 0.76 0.60 0.60 En-ployee and Labor Relations 1.96 1.95 1.85 Talent Management 1.69 0.67 0.84 Employment and Diversity 3.01 3.16 2.39 Benefits and Payroll 5.41 6.45 6.49 Total Staffing 14.88 15.38 15.63 EXPENDITURE Administration $ 335,104 $ 325,968 $ 424,674 Compensation 137,974 94,222 90,454 Employee and Labor Relations 236,736 239,117 244,597 Talent Management 107,344 146,068 168,267 Employment and Diversity 210,841 262,002 244,326 Benefits and Payroll 497,018 578,100 561,799 Total Expenditure $ 1,525,017 $ 1,645,477 $ 1,734,117 General $ 1,525,017 $ 1,645,477 $ 1,734,117 Total Funding $ 1,525,017 $ 1,645,477 $ 1,734,117 150 A Human Resources 2012 Accomplishments • Successfully transitioned 459 Management/Non-Union employees to a common performance review cycle, including 98 late reviews and retroactive pay increases • Increased number of hours Human Resources front desk is open from 10 to 20 per week • Conducted Boulder Municipal Employees Association (BMEA) contract negotiations • Hired new Payroll Supervisor who began in June. Key Initiatives for 2013 • Begin Transforming Boulder Business Initiative (TBBI) project for the city's HRIS and payroll • Expand in conjunction with the City Manager's Office the city's talent management process • Implement a four-scale performance rating structure for all Management/Non-Union employees • Assist in employee collective bargaining agreement negotiations between the city and the International Association of Firefighters (IAFF) • Implement benefit plan design changes that will promote better consumption of healthcare services, help employees evaluate their options more clearly, and link wellness participation and healthcare premiums • Work in conjunction with the City Manager's office on a three-year strategic plan for Inclusiveness and Diversity with specific goals and metrics. Table 6-18: Human Resources Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FIFE Budget Budget Change FTE FTE Change GENERAL FUND Administrative Specialist $ 14,109 $ 14,109 $ - 0.00 0.25 025 Total Changes, Human Resources $ - 0.25 151 Table 6-19: Human Resources Department Detail Page Variance - 2013 Approved 2012 Approved to 2011 Actual 2012 Approved Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 2.05 $ 335,104 2.55 $ 325,968 2.20 $ 311,923 (0.35) $ (14,045) Human Resources Information System(HRIS) - - - - 1.26 112,751 1.26 112,751 Subtotal 2.05 $ 335,104 2.55 $ 325,968 3.46 $ 424,674 0.91 $ 98,706 Compensation Compensation - Delivery Systems, Classification, Market Analysis and Structure 0.76 $ 137,974 0.60 $ 94,222 0.60 $ 90,454 $ (3,768) Subtotal 0.76 $ 137,974 0.60 $ 94,222 0.60 $ 90,454 $ (3,768) Employee and Labor Relations Employee Relations 1.38 $ 159,830 1.30 $ 160,312 1.25 $ 165,856 (0.05) $ 5,544 Labor Relations 0.58 76,906 0.65 78,805 0.60 78,741 (0.05) (64) Subtotal 1.96 $ 236,736 1.95 $ 239,117 1.85 $ 244,597 (0.10) $ 5,480 Talent Management Performance Management 0.65 $ 26,771 0.33 $ 25,582 0.48 $ 68,691 0.15 $ 43,109 Succession Planning 021 6,802 0.06 6,721 0.06 7,215 - 494 Training 0.83 73,771 0.28 113,765 0.30 92,361 0.02 (21,404) Subtotal 1.69 $ 107,344 0.67 $ 146,068 0.84 $ 168,267 0.17 $ 22,199 Employment and Diversity Diversity 023 $ 44,441 0.22 S 22,444 0.20 $ 21,908 (0.02) $ (536) Policies 0.81 69,369 0.60 69,547 0.50 62,122 (0.10) (7,425) Staffing 1.97 97,031 2.34 170,011 1.69 160,296 (0.65) (9,715) Subtotal 3.01 $ 210,841 3.16 $ 262,002 2.39 $ 244,326 (0.77) $ (17,676) Benefits and Payroll Payroll 2.55 $ 177,246 2.95 $ 267,213 3.20 $ 271,045 0.25 $ 3,832 Benefits: Errployee Leaves 0.88 108,667 1.32 92,722 1.18 77,846 (0.14) (14,876) Benefits: Employee Welfare 1.52 169,937 1.67 171,416 1.56 161,832 (0.11) (9,584) Benefits: Retirements and Terminations 0.46 41,168 0.51 46,749 0.55 51,076 0.04 4,327 Subtotal 5.41 $ 497,018 6.45 $ 578,100 6.49 $ 561,799 0.04 $ (16,301) Total 14.88 $ 1,525,017 15.38 $ 1,645,477 15.63 $ 1,734,117 0.25 $ 88,640 EXPENDITURE CATEGORY Personnel $ 1,319,991 $ 1,387,603 $ 1,490,352 $ 102,749 Operating 167,401 220,205 205,793 (14,412) Interdepartmental Charges 36,195 37,669 37,972 303 Capital 1,430 - - - Total $ 1,525,017 $ 1,645,477 $ 1,734,117 $ 88,640 STAFFING AND EXPENDITURE BY FUND General 14.88 $ 1,525,017 15.38 S 1,645,477 15.63 $ 1,734,117 0.25 $ 88,640 Total 14.88 $ 1,525,017 15.38 $ 1,645,477 15.63 $ 1,734,117 0.25 $ 88,640 1 52 City of Boulder Finance 2013 Annual Budget It $6,844,864 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. Finance Administration C Fiscal Services Risk • Department Overview Administration • Administration in the Finance Department 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. 153 Finance • 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 2011 2012 Actual Approved 2013 Approved Administration 1.90 1.90 1.00 Fiscal Services 22.60 23.10 24.00 Budget 5.00 5.00 5.00 Risk Management 4.00 4.00 4.00 Total Staffing 33.50 34.00 34.00 154 Finance EXPENDITURE Administration $ 401,277 $ 384,992 $ 408,237 Fiscal Services 1,890,254 2,042,845 2,300,659 Budget 573,253 628,055 524,287 Risk Management 2,798,167 3,212,153 3,407,796 Cost Allocation 194,713 203,349 203,886 Total Expenditure $ 5,857,664 $ 6,471,394 $ 6,844,864 General $ 2,864,784 $ 3,055,893 $ 3,233,183 Property and Casualty Insurance 1,340,366 1,659,999 1,768,481 Worker's Compensation Insurance 1,652,514 1,755,503 1,843,200 Total Funding $ 5,857,664 $ 6,471,394 $ 6,844,864 2012 Accomplishments • Implemented the new sales and use tax software system with online filing capabilities • Selected the vendor of systems software as part of the city's Transforming Boulder Business Initiative • Setup electronic data interchange for Xcel Energy bills and payment by Automated Clearing House • Issued $49 million in capital improvement bonds pursuant to voter authority granted in November 2011 • Teamed with multiple departments, including Community Planning & Sustainability, to improve the city's Capital Improvement Program • Initiated a Citywide Financial Roundtable that brings together all city financial staff to solve problems and understand emerging priorities • Launched a pilot program in performance measurement in three departments with plans to expand the program in the coming budget year. Key Initiatives for 2013 • Begin implementation of the new Finance/HR/Payroll software package as part of TBBI • Complete five year update of the city's long range fiscal plan • Coordinate with departments to update of the city's overhead cost allocation plan • Support the city's evaluation of clean energy alternatives • Increase the public transparency of the operating budget and the capital improvement program. Table 6-21: Finance Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change GENERAL FUND Transforming Boulder Business Initiative Office Space $ - $ 11,130 $ 11,130 0.00 0.00 0.00 Total Changes, Finance $ 11,130 0.00 155 Table 6-22: Finance Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approvedto 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 1.80 $ 330,642 1.80 $ 362,715 0.90 $ 389,871 (0.90) $ 27,156 Old Hire Pension Ran Management 0.10 70,636 0.10 22,277 0.10 18,366 (3,911) Subtotal 1.90 $ 401,277 1.90 $ 384,992 1.00 $ 408,237 (0.90) $ 23,244 Fiscal Services Accounting and Operations Centralized Mail Services 1.02 $ 84,312 1.05 $ 88,473 1.10 $ 94,963 0.05 $ 6,491 Financial Reporting 2.00 266,171 2.50 333,230 2.75 380,210 0.25 46,980 Imaging/Record Retention 0.55 12,815 0.05 8,471 0.10 17,510 0.05 9,039 Internal Audit 0.35 15,992 0.10 13,804 0.20 32,679 0.10 18,875 Payment Processing 1.55 105,141 1.55 110,729 2.10 160,457 0.55 49,728 Purchasing 2.10 146,228 3.10 199,858 3.20 262,253 0.10 62,395 Revenue and Licensing Accounts Receivable and 1.05 30,768 0.55 35,499 0.85 85,375 0.30 49,876 Information Desk 0.55 35,045 0.55 35,791 0.60 44,336 0.05 8,545 Liquor Licensing 1.00 126,548 0.90 76,045 0.90 77,570 - 1,525 Other Licensing 2.00 112,532 2.60 178,474 1.85 146,638 (0.75) (31,836) Sales and Use Tax Auditing Sales Tax: Auditing 6.03 539,071 6.00 542,296 6.00 544,794 - 2,498 Sales Tax: Licensing and Collections 2.10 179,810 2.10 187,138 2.95 260,362 0.85 73,224 Treasury Adrrinistration 0.50 9,715 0.05 7,114 0.10 16,505 0.05 9,391 Debt Management 0.15 31,521 0.25 41,938 0.30 52,741 0.05 10,804 Portfolio Management 1.65 194,585 1.75 183,986 1.00 124,263 (0.75) (59,723) Subtotal 22.60 $ 1,890,254 23.10 $ 2,042,845 24.00 $ 2,300,659 0.90 $ 257,814 Budget City Budget Development 2.50 $ 340,731 2.30 $ 337,970 2.30 $ 229,136 - $ (108,834) Departmental Budget Support - 56,820 0.60 58,731 0.50 47,131 (0.10) (11,600) Forecasting and Analysis 1.00 47,145 0.55 59,357 0.55 60,678 1,321 Long-Range Planning 1.00 48,259 0.55 59,357 0.55 60,700 - 1,343 Policy Analysis 0.50 80,298 1.00 112,640 1.10 126,642 0.10 14,003 Subtotal 5.00 $ 573,253 5.00 $ 628,055 5.00 $ 524,287 - $ (103,768) Risk Management Employee Wellness - $ 282,766 0.30 $ 287,429 0.30 $ 315,375 $ 27,946 Property and Casualty Self Insurance 1.50 1,179,780 2.00 1,492,306 2.00 1,600,330 108,025 Worker's Compensation Self Insurance 2.50 1,335,622 1.70 1,432,418 1.70 1,492,091 59,672 Subtotal 4.00 $ 2,798,167 4.00 $ 3,212,153 4.00 $ 3,407,796 $ 195,643 Cost Allocation Cost Allocation - $ 194,713 - $ 203,349 - $ 203,886 $ 537 Subtotal - $ 194,713 - $ 203,349 - $ 203,886 $ 537 Total 33.50 $ 5,857,664 34.00 $ 6,471,394 34.00 $ 6,844,864 $ 373,470 EXPENDITURE BY CATEGORY Personnel $ 2,742,065 $ 3,108,028 $ 3,286,028 $ 178,000 Operating 2,610,195 2,994,418 3,198,896 204,478 Interdepartmental Charges 109,712 85,599 61,054 (24,545) Capital 1,402 - - - Other Financing 394,291 283,349 298,886 15,537 Total $ 5,857,664 $ 6,471,394 $ 6,844,864 $ 373,470 156 Table 6-22: Finance Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY FUND General 29.50 $ 2,864,784 30.00 $ 3,055,893 30.00 $ 3,233,183 $ 177,290 Property and Casualty Insurance 1.50 1,340,366 2.00 1,659,999 2.00 1,768,481 108,482 Worker's Compensation Insurance 2.50 1,652,514 2.00 1,755,503 2.00 1,843,200 87,697 Total 33.50 $ 5,857,664 34.00 $ 6,471,394 34.00 $ 6,844,864 $ 373,470 157 [This page is intentionally blank.] 158 City of Boulder Information Technology 2013 Annual Budget It $8,074,035 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. Information Technology' r! Administration I Application Services Capital, Non-IT Infrastructure and Citywide Services Department Overview Administration • The IT Administrative Division provides general administrative support to the other divisions of IT. 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. 159 Information Technology Infrastructure Services • The IT Infrastructure Services Division provides a reliable and robust data and voice communications infrastructure supporting over 1,375 city employees, telephones and workstations, and over 155 servers providing voice, e-mail, web, GIS, database and office productivity services. • Infrastructure 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 Division is increasingly focused on the use of new application technologies to integrate systems and provide new, on-line services. Table 6-23: Information Technology Summary Budget 2011 2012 Actual Approved 2013 Approved Admnistration 3.00 4.00 4.00 Application Services 13.25 14.78 15.75 Infrastructure Services 15.75 13.22 13.25 Capital, Non-IT and Cityw ide 2.50 2.50 1.00 Total Staffing 34.50 34.50 34.00 EXPENDITURE Admnistration $ 512,165 $ 670,102 $ 802,473 Application Services 1,228,879 1,834,044 1,989,220 Infrastructure Services 1,937,739 1,647,546 1,757,879 Capital, Non- rrand Citywide 1,885,950 2,849,899 3,524,463 Total Expenditure $ 5,564,733 $ 7,001,591 $ 8,074,035 General $ 3,829,084 $ 4,603,992 $ 5,001,872 Telecommunications 594,442 834,895 767,374 Computer Replacement 1,141,207 1,562,704 2,304,789 Total Funding $ 5,564,733 $ 7,001,591 $ 8,074,035 160 A Information Technology 2012 Accomplishments Service-Related: • Working with Library staff, implemented the recommendations of the 2009 Citywide IT Efficiency/ Effectiveness assessment by combining the Library and IT infrastructure support teams under the IT department • Completed citywide cell phone vendor consolidation project, resulting in $50k rebate across all city departments and funds • Hosted an organization-wide Technology Fair showcasing emerging marketplace technologies, new technology applications in use in the organization, disaster preparedness efforts, along with an opportunity for environmentally sound personal technology equipment disposal in collaboration with CHaRM • Continued to save the city approximately $44k annually by transferring responsibility for main city telephone line operator services from Boulder County to the City • In partnership with GFOA, authored and released an RFP to procure software and implementation services in support of replace the legacy Finance, Payroll, and Human Resources System • Kicked off website redesign with Vision Internet and the City of Arvada and surveyed a list of stakeholders regarding elements the new website should contain • Designed and implemented a staff engagement and procurement initiative to implement a new Constituent Relationship Management application designed to significantly improve our customers' ability to request, track and ultimately receive more timely and effective services while providing staff with automated tools to better manage these requests • Assist with authoring a project charter and completed preliminary project planning to replace the permitting system, LandLink • Provided emergency response mobile equipment and a team of 3 qualified GIS Specialists on the City/County Incident Management Team, and provide maps (including internet maps) during events from fires to presidential visits • Enhanced the traffic accident analysis program used by the City Traffic Engineer resulting in accurate placement of accidents allowing for the identification of the "worst" intersections and the major causes of collisions at those locations • Enhanced GO Boulder's ability to identify and analyze bicycle and pedestrian related accidents with a GIS Application to allow the Police Department and Public Works to share data • Partnering closely with HR, implemented programmatic changes to the Online Performance Review (OPR) system to implement the common review date initiative • Achieved consensus for an IT-initiated project to build phase 1 of a data warehouse to store the city's own primary environmental resource information (electricity, heating fuel, transportation fuel, water, and waste), making it accessible electronically to staff, consultants, software applications, and potentially the public 161 Information Technology • Automated the IT department's staff time allocation, tracking and planning activities, as well as the IT governance processes for scoring, prioritizing and tracking citywide IT initiatives • Completed the upgrade of the Oracle Platform that provides database and application functionality, including the Discoverer Ad Hoc query tool, for use across the city • Implemented a collaboration tool for city-wide use in Microsoft Share Point Server 2010 helping cross-departmental city-wide projects in coordinating schedules, tasks, projects, and documents. Infrastructure-Related: • Hired an external security consultant to review current security policies while auditing and assessing the security of the city's computing infrastructure, reviewed the final assessment results, remediated the high priority issues • Rebuilt our aging Citrix virtual application delivery system to incorporate new technologies for secure remote access to systems, improving performance, versatility and accessibility • Implemented interfaces to provide access to city applications from Pad and SmartPhone devices • Connected Kossler Lake and Barker Dam facilities to city data communications network, allowing city SCADA systems to monitor and manage these critical resources as well as facilitate the connection of video surveillance systems to improve the sites overall secu rity • Connected lease space for Energy Strategy team located at 1 720 14th St. to the City's fiber optic data network • Connected Valmont Park and Tantra facility using creative use of low cost CenturyLink DSL circuits in addition to city provided firewall devices, allowing on-site staff full and secure access to the City's computing resources. Key Initiatives for 2013 • Continue the Transform Boulder Business Initiative (TBBI) project - a major, multi-year project to replacement the city's financial, human resources, payroll and asset management systems • Implement, replace, or enhance other major business system software, including maintenance management software, the city website, permit and license management software, constituent relationship management system, and the citywide records management software • Complete major upgrades to the network infrastructure, ensuring continued strong performance of the network switches • Select replacement software for the city's office productivity suite and email system (currently Microsoft Office and Exchange), reviewing the opportunity to migrate to remotely hosted (also known as "cloud") solutions offered by major software vendors. 162 A Information Technology Table 6-24: Information Technology Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FfE Budget Budget Change FfE FfE Change GENERAL FUND Recurring Security Audits $ - $ 35,000 $ 35,000 0.00 0.00 0.00 Device Support for Emerging Technology Needs - 75,000 75,000 0.00 1.00 1.00 Transfer of Senior PC Specialist position from Library and Arts to IT - 80,496 80,496 0.00 1.00 1.00 Total Changes, Information Technology $ 190,496 2.00 163 Table 6-25: Information Technology Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 3.00 $ 512,165 4.00 $ 670,102 4.00 $ 802,473 $ 132,371 Subtotal 3.00 $ 512,165 4.00 $ 670,102 4.00 $ 802,473 $ 132,371 Application Services Custom Application Provision and Related Support 4.15 $ 274,374 4.45 $ 591,441 4.25 $ 591,441 (0.20) $ - eGovernment (Internet/intranet) 1.18 116,515 1.00 99,500 1.50 162,212 0.50 62,712 Geographic Information Systems 1.18 143,861 1.14 194,276 1.00 182,631 (0.14) (11,645) Packaged Application Support 6.74 694,128 8.19 948,827 9.00 1,052,936 0.81 104,109 Subtotal 13.25 $ 1,228,879 14.78 $ 1,834,044 15.75 $ 1,989,220 0.97 $ 155,176 Infrastructure Services Database Administration 1.69 $ 145,890 1.19 $ 172,255 1.17 $ 178,260 (0.02) $ 6,005 Disaster Recovery/Planning 0.28 9,306 0.12 13,406 0.06 7,620 (0.06) (5,786) Netw ork Administration (WAWLAWWireless) 1.13 182,422 0.99 144,272 1.01 155,404 0.02 11,132 Security Administration 0.56 147,393 0.74 144,269 0.76 139,409 0.02 (4,860) Server Administration 4.50 546,601 4.36 537,960 3.28 464,219 (1.08) (73,741) Telephone Systems Administration and Device Support 0.84 139,051 1.49 148,306 1.04 104,699 (0.45) (43,607) Find-User Device and Office Automation Administration and Tier 2 Support 5.13 633,474 3.46 398,853 4.98 620,990 1.52 222,137 Help Desk (Tier 1) Support 1.62 133,602 0.87 88,223 0.95 87,278 0.08 (945) Subtotal 15.75 $ 1,937,739 13.22 $ 1,647,546 13.25 $ 1,757,879 0.03 $ 110,333 Capital, Non-IT and Citywide Telecom Connectivity - $ 48,264 - $ 48,264 - $ 48,264 - $ - IT Strategic Projects 33,250 - - IT Application Services Projects - 68,788 - - - - - Cityw ide Telecommunications and Compter Replacement Programs 2.50 1,735,649 2.50 2,397,599 1.00 3,072,163 (1.50) 674,564 Technology Funds Capital - - - 404,036 404,036 - Subtotal 2.50 $ 1,885,950 2.50 $ 2,849,899 1.00 $ 3,524,463 (1.50) $ 674,564 Total 34.50 $ 5,564,733 34.50 $ 7,001,591 34.00 $ 8,074,035 (0.50) $ 1,072,444 EXPENDITURE BY CATEGORY Personnel $ 3,276,725 $ 3,769,018 $ 3,995,904 $ 226,886 Operating 2,049,540 2,039,439 2,407,745 368,307 Interdepartmental Charges 129,892 74,448 306,561 232,113 Capital 79,344 1,090,740 1,335,834 245,094 Other Financing 29,232 27,946 27,991 45 Total $ 5,564,733 $ 7,001,591 $ 8,074,035 $ 1,072,444 STAFFING AND EXPENDITURE BY FUND General 32.00 $ 3,829,084 32.00 $ 4,603,992 33.00 $ 5,001,872 1.00 $ 397,880 Telecommunications 2.50 594,442 2.50 834,895 1.00 767,374 (1.50) (67,520) Computer Replacement - 1,141,207 - 1,562,704 - 2,304,789 742,085 Total 34.50 $ 5,564,733 34.50 $ 7,001,591 34.00 $ 8,074,035 (0.50) $ 1,072,444 164 City of Boulder Police 2013 Annual Budget a $31,747,022 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. V Administration Operations Support and Staff Services 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, 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. 165 Police Table 6-26: Police Summary Budget 2011 2012 2013 Actual Approved Approved Administration 7.00 7.00 7.00 Operations 193.00 196.00 196.00 Support and Staff Services 76.50 76.50 76.50 Total Staffing 276.50 279.50 279.50 EXPENDITURE Administration $ 970,958 $ 897,278 $ 1,052,831 Operations 21,067,011 21,129,928 23,091,648 Support and Staff Services 7,065,819 7,566,025 7,602,543 Total Expenditure $ 29,103,788 $ 29,593,231 $ 31,747,022 General $ 29,103,788 $ 29,593,231 $ 31,747,022 Total Funding $ 29,103,788 $ 29,593,231 $ 31,747,022 2012 Accomplishments • Complete the Department Master Plan to City Council • Develop and implement the in-house DNA lab in partnership with the Colorado Bureau of Investigation • Complete a Staffing and Space Analysis. Key Initiatives for 2013 • Obtain Council approval for Master Plan • Increase staffing for technical assistance and fund critical technology maintenance/ replacement needs • Increase staffing for Police Commander • Implement a new report writing system • Properly budget identified shortfalls in critical areas such as vehicle, utility, rent, phone, and Drug Task Force costs. Table 6-27: Police Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change GENERAL FUND NPE Gap - Training, Fleet and Utilities - partial mitigation $ 4,272,992 $ 4,518,675 $ 245,683 0.00 0.00 0.00 Overtime Compensation 735,345 635,345 (100,000) 0.00 0.00 0.00 Reallocation from Records and Dspatch to fund Technical Assistant position 66,012 66,012 - 1.00 1.00 0.00 Greenw ood Wildlif e Rehabilitation - 2nd year of 3 year phase in 10,000 15,000 5,000 0.00 0.00 0.00 Total Changes, Police $ 150,683 0.00 166 Table 6-28: Police Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FfE Amount FTE Amount Fr E Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 7.00 $ 970,958 7.00 $ 897,278 7.00 $ 1,052,831 $ 155,553 Subtotal 7.00 $ 970,958 7.00 $ 897,278 7.00 $ 1,052,831 $ 155,553 Operations Accident Report Specialists 4.25 $ 320,551 4.25 $ 311,210 4.25 $ 350,063 $ 38,853 Animal Control 6.00 450,000 6.00 448,085 6.00 516,576 68,491 Code Enforcement - - 3.00 202,725 3.00 240,760 38,035 Community Police Center 3.25 240,542 2.25 155,832 2.25 261,444 105,612 Crime Analysis Unit 2.00 164,201 2.00 161,406 2.00 171,249 9,843 Crime Lab 2.00 215,479 2.00 213,995 2.00 228,490 14,495 Crime Prevention 3.25 304,577 3.25 300,152 3.25 347,915 47,763 DUI Enforcement 1.00 119,886 1.00 124,047 1.00 131,691 7,644 General Investigations 8.75 980,963 8.75 962,964 8.75 1,046,605 83,641 Hill Unit 7.25 761,105 7.25 738,826 7.25 798,969 60,143 Major Crimes Unit 9.50 1,065,046 9.50 1,045,506 1025 1,206,493 0.75 160,987 Mall Unit 8.50 833,498 8.50 828,969 8.50 880,329 - 51,360 Narcotics 4.00 468,044 4.00 466,833 4.00 500,694 33,861 Patrol Watches I, II and III 90.25 9,670,703 90.25 9,622,291 88.25 10,360,294 (2.00) 738,003 Photo Enforcement 8.00 1,706,488 8.00 1,690,127 8.00 1,763,969 73,842 School Resource Officers 5.75 563,319 5.75 554,303 5.75 605,263 50,960 Special Enforcement Unit 1.00 92,240 2.00 248,094 2.00 201,383 (46,711) Special Events Response 0.75 61,856 0.75 63,066 0.75 64,092 - 1,026 Specialized Investigations 7.75 868,853 7.75 852,913 9.00 1,084,396 1.25 231,483 Target Crime Team 4.00 395,502 4.00 389,357 4.00 430,104 - 40,747 Traffic Enforcement 15.75 1,784,158 15.75 1,749,227 15.75 1,900,869 151,642 Subtotal 193.00 $ 21,067,011 196.00 $21,129,928 196.00 $23,091,648 $ 1,961,720 Support and Staff Services Police and Fire Communications Center 32.75 $ 2,675,811 32.75 $ 2,645,268 32.00 $ 2,845,447 (0.75) $ 200,179 Facility and Building Maintenance 7.25 872,812 7.25 1,464,231 7.25 939,509 (524,722) Financial Services 4.00 889,454 4.00 909,739 4.00 1,044,278 134,539 Personnel 1.75 261,082 1.75 232,267 1.75 287,526 55,259 Property and Evidence 5.25 440,352 5.25 418,903 525 439,478 20,575 Records Management 20.50 1,310,640 20.50 1,283,641 21.25 1,392,006 0.75 108,365 Training 3.25 446,961 3.25 439,972 3.25 478,159 - 38,187 Victim Services 1.75 168,707 1.75 172,004 1.75 176,139 4,135 Subtotal 76.50 $ 7,065,819 76.50 $ 7,566,025 76.50 $ 7,602,543 $ 36,518 Total 276.50 $29,103,788 279.50 $29,593,231 279.50 $31,747,022 - $ 2,153,791 EXPENDITURE BY CATEGORY Personnel $24,470,881 $25,294,315 $27,213,347 $ 1,919,032 Operating 2,539,209 2,722,785 2,914,265 191,480 Interdepartmental Charges 1,834,272 1,519,194 1,558,926 39,732 Capital 259,425 56,937 60,484 3,547 Total $ 29,103,788 $ 29,593,231 $ 31,747,022 $ 2,153,791 STAFFING AND EXPENDITURE BY FUND General 276.50 $29,103,788 279.50 $ 29,593,231 279.50 $31,747,022 $ 2,153,791 Total 276.50 $29,103,788 279.50 $29,593,231 279.50 $31,747,022 $ 2,153,791 167 [This page is intentionally blank.] 168 City of Boulder Fire 2013 Annual Budget It $16,630,464 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. Administration Communications Emergency Fire Safety Services Teams Wildland Fire Training Specialized Coordination Department Overview Administration • Administration provides personnel management, accounting, budget, basic payroll, purchasing, and general management of the department. Communication • Communication 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 is contracted to the city to provide services at major fires including refilling breathing 169 atiD Fire Fire Safety • Fire Safety provides inspection and enforcement services to ensure existing buildings and new construction 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. Table 6-29: Fire Summary Budget 2011 2012 2013 Actual Approved Approved Administration 7.00 8.50 8.50 Communication 1.00 1.00 1.00 Emergency Services 96.00 96.00 96.00 Fire Safety 5.00 5.50 5.50 Specialized Teams - - - Wildland Coordination 3.33 5.33 7.33 Total Staffing 112.33 116.33 118.33 EXPENDITURE Administration $ 1,123,683 $ 1,298,740 $ 1,427,031 Communication 149,948 169,219 174,950 Emergency Services 12,693,232 12,646,288 13,347,132 Fire Safety 633,023 706,464 699,035 Specialized Teams 89,344 58,001 58,802 Wildland Coordination 635,385 672,914 923,514 Total Expenditure $ 15,324,615 $ 15,551,626 $ 16,630,464 1 70 Fire General $ 15,243,691 $ 15,470,443 $ 16,545,730 Open Space and Mountain Parks 80,924 81,184 84,734 Total Funding $ 15,324,615 $ 15,551,626 $ 16,630,464 2012 Accomplishments • Achieved Master Plan Update acceptance by City Council • Implemented a Countywide Computer Aided Dispatch System including Automatic Vehicle Locate (AVL) for closest unit dispatch • Replaced the 2001 100-foot ladder truck • Completed adoption of the new International Fire Code • Updated the Fire Department website • Implemented these recommendations from the 2011 Assessment: • Establish Sustainability Committee Complete a Greenhouse Gas Emission Baseline Inventory • Complete the phasing of two seasonal wildland fire crew members to full-time • Complete design and permitting of the new Wildland Fire Station Hire a new administrative support position for the Fire Safety and Training Divisions • Hire a new Administrative Battalion Chief. Key Initiatives for 2013 • Implement Light Response Vehicle (LRV) Program • Complete construction of Wildland Fire Station • Begin implementing Master Plan Recommendations and tracking new performance measures • Implement Fire and Emergency Medical Priority Dispatching program • Identify location for relocation of Fire Station Three/ Fire Administration • Identify funding for Fire Department Capital needs including Fire Station Three relocation and Fire Department Storage Building. Table 6-30: Fire Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change GENERAL FUND NPE Gap - Training, Fleet and Utilities - partial mitigation $ 2,508,204 $ 2,550,021 $ 41,817 0.00 0.00 0.00 EMS Physician Advisor - 2nd year of 2 year phase in 16,500 33,000 16,500 0.00 0.00 0.00 Convert Seasonal, Part-time Wildland Crew to Full- time - 2nd year of 3 year phase in 46,000 122,973 76,973 0.00 2.00 2.00 Wildland Fuels Manager and Fire Management Coordinator Equity Reclassifications 672,914 752,914 80,000 0.00 0.00 0.00 Total Changes, Fire $ 215,290 2.00 171 Table 6-31: Fire Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 5.00 $ 791,017 6.00 $ 929,592 6.00 $ 1,008,588 $ 78,996 Training 2.00 332,666 2.50 369,148 2.50 418,443 49,295 Subtotal 7.00 $ 1,123,683 8.50 $ 1,298,740 8.50 $ 1,427,031 $ 128,291 Communication Contracts (Rocky Nbuntain Rescue Group, Ambulance) - $ 6,125 - $ 6,270 - $ 17,255 $ 10,985 Office of Emergency Management 1.00 143,823 1.00 162,949 1.00 157,695 (5,254) Subtotal 1.00 $ 149,948 1.00 $ 169,219 1.00 $ 174,950 $ 5,731 Emergency Services Departmental Vehicle/Equipment Maintenance and Replacement - $ 1,567,075 - $ 1,452,826 - $ 1,528,721 $ 75,895 Fire Response, Emergency Medical Response, Rescue, Service Calls, Boulder Emergency Squad 96.00 11,107,430 96.00 11,174,735 96.00 11,799,684 624,949 SWAT Support (for Police Department) - 18,727 - 18,727 - 18,727 - Subtotal 96.00 $12,693,232 96.00 $12,646,288 96.00 $13,347,132 $ 700,844 Fire Safety Inspections/Code Enforcement, Fire Investigation, Fire Code Permits 4.00 $ 516,515 4.50 $ 588,991 4.50 $ 608,983 $ 19,992 Public Fire and Safety Education, Juvenile Fire Setter Intervention 1.00 116,508 1.00 117,473 1.00 90,052 (27,421) Subtotal 5.00 $ 633,023 5.50 $ 706,464 5.50 $ 699,035 $ (7,429) Specialized Teams Dive: Water Search and Rescue/ Recovery/Training - $ 28,828 - $ 30,452 - $ 31,253 $ 801 Hazardous Materials: Hazardous Materials Release Response/Training 60,516 27,549 27,549 Subtotal - $ 89,344 - $ 58,001 - $ 58,802 $ 801 Wildland Coordination Wildland Operations/Planning/ Nttigation/ Coordination 3.33 $ 635,385 5.33 $ 672,914 7.33 $ 923,514 2.00 $ 250,600 Subtotal 3.33 $ 635,385 5.33 $ 672,914 7.33 $ 923,514 2.00 $ 250,600 Total 112.33 $ 15,324,615 116.33 $15,551,626 118.33 $ 16,630,464 2.00 $ 1,078,838 EXPENDITURE BY CATEGORY Personnel $12,617,067 $13,026,922 $ 14,047,442 $ 1,020,520 Operating 907,058 800,219 746,287 (53,932) Interdepartmental Charges 1,800,491 1,724,485 1,836,735 112,250 Capital - - - - Total $15,324,615 $15,551,626 $16,630,464 $ 1,078,838 STAFFING AND EXPENDITURE BY FUND General 111.67 $ 15,243,691 115.67 $15,470,443 117.67 $ 16,545,730 2.00 $ 1,075,287 Open Space and Nbuntain Parks 0.66 80,924 0.66 81,184 0.66 84,734 - 3,550 Total 112.33 $ 15,324,615 116.33 $15,551,626 118.33 $ 16,630,464 2.00 $ 1,078,838 1 72 City of Boulder Public Works 2013 Annual Budget It $110,683,779 Public Works Development and Transportation Utilities Support Services 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, system maintenance, water resources and hydroelectric, water treatment, wastewater treatment, and water quality environmental services. Table 6-32: Public Works Summary Budget 2011 2012 2013 Actual Approved Approved Development and Support Services 71.25 71.76 72.42 Transportation 59.53 59.53 59.78 Utilities 154.84 154.84 153.59 Total Staffing 285.62 286.13 285.79 EXPENDITURE Development and Support Services $ 27,487,768 $ 24,145,455 $ 25,784,801 Transportation 28,677,695 23,522,870 33,684,077 Utilities 69,431,457 47,773,404 51,214,900 Total Expenditure $ 125,596,920 $ 95,441,729 $ 110,683,779 173 ~W, Public Works 2011 2012 2013 Actual Approved Approved General $ 3,940,319 $ 4,207,163 $ 4,334,278 Capital Development 23,717 132,069 132,292 Planning and Development Services 5,526,156 5,529,811 5,786,254 .25 Cent Sales Tax 453,844 450,262 450,262 Airport 1,572,356 447,928 558,932 Transportation 25,722,187 22,167,893 31,239,068 Transportation Development 1,256,573 714,585 716,748 Transit Pass General Improvement District 10,334 14,309 15,081 Fire Training Center Construction 324,249 - - Boulder Junction Improvement 152,122 229,000 1,207,000 Capital Improvement (Bond) 16,006 - - Water Utility 47,312,014 25,479,799 27,727,767 Wastewater Utility 17,663,651 16,009,312 15,882,091 Storrrwater/Flood Management Utility 4,282,341 6,111,932 7,428,469 Fleet 7,779,802 8,164,791 11,764,668 Equipment Replacement 529,199 2,722,668 816,426 Facility Renovation and Replacement 9,032,049 3,060,207 2,624,443 Total Funding $ 125,596,920 $ 95,441,729 $ 110,683,779 1 74 Table 6-33: Public Works Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Divisions (non-administrative) Development and Support Services 71.25 $ 27,487,768 71.76 $24,145,455 72.42 $ 25,784,801 0.66 $ 1,639,346 Transportation 59.53 28,677,695 59.53 23,522,870 59.78 33,684,077 0.25 10,161,207 Utilities 154.84 69,431,457 154.84 47,773,404 153.59 51,214,900 (1.25) 3,441,496 Total 285.62 $125,596,920 286.13 $ 95,441,729 285.79 $ 110,683,779 (0.34) $ 15,242,050 EXPENDITURE Personnel $ 23,720,827 $24,006,029 $ 25,537,350 $ 1,531,321 Operating 30,434,761 26,041,481 26,558, 791 517,310 Interdepartmental Charges 5,385,954 5,572,316 5,583,378 11,062 Capital 25,582,301 22,975,794 36,052,380 13,076,586 Debt Service 10,493,493 10,837,431 10,883,801 46,370 Other Financing 29,979,585 6,008,678 6,068,079 59,401 Total $ 125,596,920 $ 95,441,729 $110,683,779 $ 15,242,050 STAFFING AND EXPENDITURE BY FUND General 13.13 $ 3,940,319 13.13 $ 4,207,163 13.13 $ 4,334,278 $ 127,115 Capital Development - 23,717 - 132,069 - 132,292 223 Planning and Development Services 41.75 5,526,156 42.26 5,529,811 42.92 5,786,254 0.66 256,443 .25 Cent Sales Tax - 453,844 - 450,262 - 450,262 - - Airport 1.20 1,572,356 1.20 447,928 1.20 558,932 - 111,004 Transportation 58.43 25,722,187 58.43 22,167,893 58.68 31,239,068 0.25 9,071,174 Transportation Development 0.20 1,256,573 0.20 714,585 0.20 716,748 - 2,163 Transit Pass General Improvement District - 10,334 - 14,309 - 15,081 772 Fire Training Center Construction 324,249 - - - Boulder Junction Improvement 152,122 229,000 1,207,000 978,000 Capital Improvement (Bond) - 16,006 - - - - - Water Utility 74.88 47,312,014 74.88 25,479,799 74.88 27,727,767 2,247,968 Wastewater Utility 57.72 17,663,651 57.72 16,009,312 56.72 15,882,091 (1.00) (127,221) Stormw ater/Flood Management Utility 21.44 4,282,341 21.44 6,111,932 21.19 7,428,469 (0.25) 1,316,537 Fleet 14.82 7,779,802 14.77 8,164,791 14.77 11,764,668 3,599,877 Equipment Replacement 0.35 529,199 0.40 2,722,668 0.40 816,426 (1,906,242) Facility Renovation and Replacement 1.70 9,032,049 1.70 3,060,207 1.70 2,624,443 (435,764) Total 285.62 $ 125,596,920 286.13 $ 95,441,729 285.79 $110,683,779 (0.34) $ 15,242,050 175 [This page is intentionally blank.] 1 76 City of Boulder Public Works Development and Support Services Division 2013 Annual Budget $25,784,801 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. Public Works - Division Development and Support Services Development Administration Services Facilities and Asset Fleet Services Management (FAM) 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. 177 Public Works Development and Support Services Division Facilities and Asset Management (FAM) • FAM provides major maintenance, renovation and replacement, and 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 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 6-34: Development and Support Services Division Summary Budget 2011 2012 2013 Actual Approved Approved Administration 2.55 2.55 2.74 Development Services 39.20 39.71 40.18 Facility and Asset Management 14.68 14.73 14.73 Fleet 14.82 14.77 14.77 Capital Improvement Program, Cost Allocation and Debt Service - - - Total Staffing 71.25 71.76 72.42 EXPENDITURE Administration $ 284,355 $ 300,200 $ 339,986 Development Services 4,371,268 4,319,171 4,534,726 Facility and Asset Management 13,057,977 7,856,949 6,076,870 Fleet 7,460,646 7,829,356 11,430,477 Capital Improvement Program, Cost Allocation and Debt Service 2,313,522 3,839,779 3,402,742 Total Expenditure $ 27,487,768 $ 24,145,455 $ 25,784,801 MMIMME General $ 3,818,752 $ 4,085,647 $ 4,210,456 Capital Development 23,717 132,069 132,292 Planning and Development Services 5,526,156 5,529,811 5,786,254 .25 Cent Sales Tax 453,844 450,262 450,262 Fire Training Center 324,249 - - Fleet 7,779,802 8,164,791 11,764,668 Equipment Replacement 529,199 2,722,668 816,426 Facility Renovation and Replacement 9,032,049 3,060,207 2,624,443 Total Funding $ 27,487,768 $24,145,455 $25,784,801 178 Public Works Development and Support Services Division 2012 Accomplishments • Fully implemented the reallocation of resources to the Boulder Police Department to ensure efficient and effective service delivery related to code enforcement • Continued the successful implementation of SmartRegs and the pilot program for rental housing licensing enforcement, including elimination of the backlog of rental license compliance cases by the Rental License Compliance Specialists position established midyear of 2011 • Reviewed and permitted a 319 unit residential development within the Boulder Junction area at 3100 Pearl • Reviewed the RTD Depot Square transit oriented development within Boulder Junction • Supported on-going implementation of 2011 Capital Investment Bond, such as the improvements to the South Boulder Recreation Center and the design of a new Wildland Fire Facility • Implemented the 3rd phase of Energy Performance Contracts for city facilities, including the installation of another 347 kilowatts of solar photovoltaic (see the city Energy Efficiency Upgrades at City Facilities webpage) • Continued Valmont Butte Site Management and Remediation activities; the Voluntary Cleanup Program is scheduled for completion in December 2012. Key Initiatives for 2013 • Implement the replacement of the Landlink Development and Information Tracking System • Continue the Energy Conservation and Efficiency Program for Commercial Buildings • Continue the update to the Design and Construction Standards process • Implement the adoption of the 2012 building codes published by the international Code Council (ICC) • Update the contractor registration regulations • Start construction for a new Wildland Fire Facility and a major renovation of the Main Library's Teen and Children's Area • Perform analyses and assessments for more renewable energy sources such as small scale wind, geothermal, biomass, and thermal storage systems on city properties. 179 Public Works Development and Support Services Division Table 6-35: Development and Support Services Division Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FrE Budget Budget Change IFTE FrE Change Replacement and Renovation Contribution for East Boulder Community Center $ - $ 80,937 $ 80,937 0.00 0.00 0.0-0-- PLANNING AND DEVELOPMENT Building Permit Inspection - two year fixed term position $ - $ 70,308 $ 70,308 0.00 1.00 1.00 Total Changes, Public Works - Development and Support Services $ 151,245 1.00 180 Table 6-36: Development and Support Services Division Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Division Administration 2.55 $ 284,355 2.55 $ 300,200 2.74 $ 339,986 0.19 $ 39,786 Subtotal 2.55 $ 284,355 2.55 $ 300,200 2.74 $ 339,986 0.19 $ 39,786 Development Services Building Inspection 7.37 $ 821,843 7.36 $ 817,257 8.31 $ 923,886 1.00 $ 106,629 Building Plan Review and Permit Issuance 11.60 1,293,538 12.57 1,346,136 12.47 1,426,221 (0.14) 80,085 Code Enforcement 4.07 453,854 2.31 333,650 1.32 195,431 (1.00) (138,219) Contractor Licensing 1.05 117,088 1.05 116,751 1.04 123,412 - 6,661 Rental Housing Licensing 0.70 78,058 0.70 71,289 1.30 137,142 0.60 65,853 Development Review 4.41 491,768 4.53 502,987 4.51 533,082 - 30,095 Engineering Permits 7.83 873,138 9.02 911,935 9.02 968,115 56,180 Base Map Data Maintenance 0.44 49,065 0.44 44,462 0.45 46,059 1,597 GO Services 0.82 91,440 0.82 83,007 0.82 85,353 2,346 Comprehensive planning 0.65 72,483 0.65 65,255 0.66 68,097 2,842 Ecological Planning 0.08 8,921 0.08 9,866 0.08 10,063 197 Historic Preservation 0.18 20,072 0.18 16,576 0.19 17,865 - 1,289 Subtotal 39.20 $ 4,371,268 39.71 $ 4,319,171 40.18 $ 4,534,726 0.47 $ 215,555 Facility and Asset Management Equipment Replacement (non-Fleet) 0.35 $ 512,018 0.40 $ 2,704,722 0.40 $ 798,436 - $ (1,906,286) Facility Major Maintenance (Projects > $3,000) 3.26 2,234,375 3.26 2,386,782 3.26 2,492,553 105,771 Facility Operations and Maintenance (Projects <$3000) 9.37 2,362,470 9.37 2,149,125 9.37 2,168,166 19,041 Facility Renovation and Replacement 1.70 7,949,114 1.70 616,320 1.70 617,715 1,395 Subtotal 14.68 $ 13,057,977 14.73 $ 7,856,949 14.73 $ 6,076,870 $ (1,780,079) Fleet Fleet Operations - Fueling 0.51 $ 959,731 0.51 $ 1,045,414 0.51 $ 1,146,919 $ 101,505 Fleet Operations - Preventative Maintenance 2.40 353,746 2.36 432,804 2.36 423,921 (8,883) Fleet Operations - Repair 9.61 1,414,982 9.42 1,731,215 9.42 1,695,683 (35,532) Fleet Replacement 0.25 4,513,606 0.45 4,316,036 0.45 7,839,238 3,523,202 Radio Shop and Communications Support 2.05 218,581 2.03 303,887 2.03 324,716 20,829 Subtotal 14.82 $ 7,460,646 14.77 $ 7,829,356 14.77 $11,430,477 $ 3,601,121 Capital Improvement Program, Cost Allocation and Debt Service Capital Improvement Program $ 509,191 - $ 1,865,000 $ 1,225,953 $ (639,047) Cost Allocation/Transfers 17312,037 1,331,858 1,326,084 (5,774) Debt Service 492,294 642,921 850,705 207,784 Subtotal $ 2,313,522 $ 3,839,779 $ 3,402,742 $ (437,037) Total 71.25 $ 27,487,768 71.76 $ 24,145,455 72.42 $ 25,784,801 0.66 $ 1,639,346 EXPENDITURE BY CATEGORY Personnel $ 5,936,692 $ 6,236,405 $ 6,624,787 $ 388,382 Operating 5,071,943 5,137,130 5,124,225 (12,905.00) Interdepartmental Charges 2,142,921 1,984,297 2,077,567 93,270.00 Capital 11,256,881 8,812,845 9,775,480 962,635.00 Debt Service 492,294 642,921 850,705 207,784.00 Other Financing 2.587,037 1,331,858 1,332,037 179.00 Total $ 27,487,768 $ 24,145,455 $ 25,784,801 $ 1,639,346 181 Table 6-36: Development and Support Services Division Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FfE Amount FTE Amount FTE Amount FfE Amount STAFFING AND EXPENDITURE BY FUND General 12.63 $ 3,818,752 12.63 $ 4,085,647 12.63 $ 4,210,456 $ 124,809 Capital Development - 23,717 - 132,069 - 132,292 223 Planning and Development Services 41.75 5,526,156 42.26 5,529,811 42.92 5,786,254 0.66 256,443 .25 Cent Sales Tax 453,844 - 450,262 450,262 - - Fire Training Center - 324,249 - - - - - Fleet 14.82 7,779,802 14.77 8,164,791 14.77 11,764,668 3,599,877 Equipment Replacement 0.35 529,199 0.40 2,722,668 0.40 816,426 (1,906,242) Facility Renovation and Replacement 1.70 9,032,049 1.70 3,060,207 1.70 2,624,443 (435,764) Total 71.25 $27,487,768 71.76 $24,145,455 72.42 $25,784,801 0.66 $ 1,639,346 Note: A portion of Code Enforcement was transfered to Police from Public Works in 2012. 182 City of Boulder Public Works Transportation Division 2013 Annual Budget $33,684,077 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. Public Works - Division of Transportation Administration Planning and Operations Project Transportation Management 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. 183 Public Works IWAII, 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 6-37: Transportation Division Summary Budget 2011 2012 2013 Actual Approved Approved Administration 4.05 4.05 4.05 Airport 1.00 1.00 1.00 Planning and Operations 18.43 18.43 18.43 Project Management 14.42 14.42 15.42 Transportation Maintenance 17.58 17.58 16.83 Capital Improvement Program 4.05 4.05 4.05 Total Staffing 59.53 59.53 59.78 EXPENDITURE Administration $ 602,074 $ 834,557 $ 852,284 Airport 338,020 323,502 433,948 Planning and Operations 8,050,463 8,510,036 8,886,527 Project Management 5,442,199 4,935,368 5,457,845 Transportation Maintenance 2,754,936 2,732,957 2,876,850 Capital Improvement Program, Interdepartmental Charges and Debt Service 11,490,002 6,186,450 15,176,622 Total Expenditure $ 28,677,695 $ 23,522,870 $ 33,684,077 E General $ 121,567 $ 121,516 $ 123,821 Airport 1,572,356 447,928 558,932 Transportation 25,548,736 21,995,532 31,062,495 Planning and Operations 1,256,573 714,585 716,748 Transit Pass General Improvement District 10,334 14,309 15,081 Boulder Junction Improvement 152,122 229,000 1,207,000 Total Funding $ 28,661,689 $ 23,522,870 $ 33,684,077 184 Public Works Transportation Division 2012 Accomplishments • Received two national awards for 30th Street Multimodal Improvement Project • Published Transportation Report on Progress- Transportation to Sustain a Community, which provides an update to the implementation of the Transportation Master Plan, the city's blueprint for creating sustainable travel choices • Published the Safe Streets Boulder Report, which provides an assessment and summary of motor vehicle collisions involving bicyclists or pedestrians from January 2008-April 2011 and outlines interventions, underway and planned, to reduce the incidence of collisions • Approved ordinance changes to improve travel safety and support enforcement and education efforts • Approved Guiding Principles on developing and designing a hybrid approach to FasTracks' Northwest Rail Plan • Received a new funding option for the regional US 36 Phase 2 Managed Lane Project, a project that is only one of five projects nationally to be invited to apply for a TIFIA loan, an innovative federal loan program • Completed construction on the Arapahoe Avenue multi-use path project, with remaining street resurfacing and landscaping work still to be completed • Approved changes to the Transportation Network Plan in support of the Transit Village Area Plan (TVAP); • Received a federal grant award through the state for the Hazard Elimination Program, for which the city will construct a traffic signal at 29th and Valmont, improving safety and implementing improvements identified in the TVAP; • Received a Safe Routes to School Grant to construct a traffic signal at South Boulder Road and Manhattan to create a crossing for middle school students taking transit and riding to school • Completed the Safe Routes to School Project providing a sidewalk on the north side of Linden from 41h Street to Broadway • Progressed on the Broadway Improvement Project - Euclid to 18th Streets, with 16th Street opening the first week of May, and the underpass and four lanes (two in each direction) opening by the first week of July • Broke ground in January for multi-use path on south side of Baseline connecting from US 36 to Bear Creek Underpass, including a pedestrian crossing of Baseline (2011 Capital Improvement Bond) • Began first year of expanded three-year street repair efforts 2011 Capital Improvement Bond) • Replaced remaining lights in traffic signals with sustainable, energy saving LEDs (2011 Capital Improvement Bond) • Completed a new sidewalk along Gillaspie connecting to Fairview High School • Completed the 28th St. multiuse path from Colorado to Baseline project 185 • Continued partnership and expansion of the Boulder Valley School District faculty and staff Eco Pass program • Received a third place ranking in Bicycling Magazine, naming Boulder among the best biking cities in the United States. Key Initiatives for 2013 • Continue to update the Transportation Master Plan and advance emerging, refined policy focus areas • Further define a Transportation Maintenance Fee for Council consideration among other new revenue sources • Carry out timely and quality design and construction of Capital Improvement Bond- related projects that provide new multi-modal connections and catch up on deferred maintenance of the transportation infrastructure • Finalize design and construct Boulder Junction key public improvements in coordination with multiple city objectives such as advancing multimodal connections, parking and access management, urban design and affordable housing; • Carry out timely and quality design and construction of federal and state grant funded projects achieving community objectives while complying with federal and state requirements • Provide professional support to significant ongoing community design efforts such as Boulder Junction, Civic Area Plan, and Chautauqua Strategic Planning • Continue to seek efficiencies and evaluate alternative service delivery/levels such as for snow and ice control • Continue to pursue multimodal innovation opportunities such as partnering with Boulder County to conduct a feasibility study for the Community Transit Pass. Table 6-38: Transportation Division Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change AIRPORT FUND Airport land or easement costs - one time increase $ - $ 100,000 $ 100,000 0.00 0.00 0.00 TRANSPORTATION FUND Increase ongoing appropriations for operating NPE including construction materials and energy costs $10,797,779 $ 11,096,726 $ 298,947 0.00 0.00 0.00 Increase ongoing appropriations for street lighting utility costs 1,265,795 1,392,375 126,580 0.00 0.00 0.00 One time increase in appropriations for routine preventative maintenance - 200,000 200,000 0.00 0.00 0.00 Total Changes, Public Works -Transportation $ 725,527 0.00 186 Table 6-39 Transportation Division Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE' Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Division Adrrinistration & Support 4.05 $ 602,074 4.05 $ 834,557 4.05 $ 852,284 $ 17,727 Subtotal 4.05 $ 602,074 4.05 $ 834,557 4.05 $ 852,284 $ 17,727 Airport Airport Maintenance and Operations 1.00 $ 338,020 1.00 $ 323,502 1.00 $ 433,948 $ 110,446 Subtotal 1.00 $ 338,020 1.00 $ 323,502 1.00 $ 433,948 $ 110,446 Planning and Operations 2 Errployee Transportation Program 0.50 $ 45,318 0.50 $ 54,354 0.50 $ 56,659 $ 2,305 Forest Glen GID(Eco-Pass) - 10,334 - 14,309 - 15,081 772 Multimodal Planning 3.84 638,892 3.84 881,266 3.84 702,891 (178,375) Signal Maintenance and Upgrade 4.09 886,154 4.09 957,032 4.09 1,004,557 47,524 Signs and Markings 524 1,118,017 5.24 1,157,301 5.24 1,253,850 96,549 Street Lighting 0.09 1,306,170 0.09 1,344,925 0.09 1,471,648 126,722 Traffic Engineering 132 230,939 1.32 227,346 1.32 261,143 33,797 Transit Operations 1.14 2,897,767 1.14 3,109,222 1.14 3,294,977 185,755 Transportation System Management 0.20 83,354 0.20 78,643 0.20 80,621 1,978 Travel Demand Management 1.99 833,518 1.99 685,637 1.99 745,100 59,464 Subtotal 18.43 $ 8,050,463 18.43 $ 8,510,036 18.43 $ 8,886,527 $ 376,491 Project Management Sidewalk Repair 0.90 $ 280,940 0.90 $ 279,889 0.90 $ 302,302 $ 22,412 Street Repair and Maintenance 13.52 4,776,490 13.52 4,355,479 14.52 4,855,544 1.00 500,065 3rd Party Construction - 384,770 - 300,000 - 300,000 - - Subtotal 14.42 $ 5,442,199 14.42 $ 4,935,368 15.42 $ 5,457,845 1.00 $ 522,477 Transportation Maintenance Bikeways/NI lti-Use Path 3.54 $ 603,084 3.54 $ 576,813 3.79 $ 601,721 0.25 $ 24,908 Graffiti Maintenance 1.45 109,076 1.45 118,146 1.45 122,755 - 4,609 Median Maintenance 6.34 567,971 6.34 610,209 5.34 656,230 (1.00) 46,021 Street Snow and Ice Control 3.02 1,080,737 3.02 992,057 3.02 1,039,868 47,811 Street Sweeping 3.23 394,068 3.23 435,733 3.23 456,276 20,543 Subtotal 17.58 $ 2,754,936 17.58 $ 2,732,957 16.83 $ 2,876,850 (0.75) $ 143,892 Capital Improvement Program, Interdepartmental Charges and Debt Service Capital Improvement Program 4.05 $ 7,283,660 4.05 $ 4,535,500 4.05 $ 13,522,500 $ 8,987,000 Cost A llocation/Transf ers - 4,196,737 - 1,650,950 - 1,654,122 3,172 Debt Service - 9,606 - - - - - Subtotal 4.05 $11,490,002 4.05 $ 6,186,450 4.05 $15,176,622 $ 8,990,172 Total 59.53 $28,677,695 59.53 $23,522,870 59.78 $33,684,077 0.25 $10,161,207 EXPENDITURE BY CATEGORY Personnel $ 5,669,041 $ 5,086,587 $ 5,381,114 $ 294,527 Operating 9,301,650 8,529,338 9,212,937 683,599 Interdepartmental Charges 1,356,995 1,825,373 1,818,915 (6,458) Capital 7,945,148 6,225,895 15,412,656 9,186,761 Debt Service 9,606 - - - Other Financing 4,395,255 1,855,677 1,858,455 2,778 Total $28,677,695 $23,522,870 $33,684,077 $ 10,161,207 187 Table 6-39: Transportation Division Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE' Amount STAFFING AND EXPENDITURE BY FUND General 0.50 $ 121,567 0.50 $ 121,516 0.50 $ 123,821 $ 2,305 Airport 1.20 1,572,356 1.20 447,928 1.20 558,932 111,004 Capital Improvement (Bond) - 16,006 - - - - - Transportation 57.63 25,548,736 57.63 21,995,532 57.88 31,062,495 0.25 9,066,962 Transportation Development 0.20 1,256,573 0.20 714,585 0.20 716,748 - 2,163 Transit Pass General Irproverrent District - 10,334 - 14,309 - 15,081 772 Boulder Junction Improvement - 152,122 - 229,000 - 1,207,000 - 978,000 Total 59.53 $ 28,677,695 59.53 $ 23,522,870 59.78 $ 33,684,077 0.25 $10,161,207 Notes: ' FTE variances from 2012-2013 only include position budgeting corrections rather than programmatic changes. 2 2011 actual expenditures for Travel Demand Management includes $253,617 in grant expenditures. 188 City of Boulder Public Works Utilities Division 2013 Annual Budget $51,214,900 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 Public Works - • • Project Management Maintenance and Hydroelectric Wastewater Water Water Treatment Environmental Treatment Services 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. 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. 189 Public Works Utilities Division 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. Table 6-40: Utilities Division Summary Budget 2011 2012 2013 Actual Approved Approved M Administration 11.37 11.37 11.37 Planning and Project Management 6.92 6.92 6.92 System Maintenance 45.00 45.00 45.25 Water Resources and Hydroelectric 7.00 7.00 7.00 Water Treatment 26.00 26.00 26.00 Wastewater Treatment 30.00 30.00 29.00 Water Quality Environmental Services 21.75 21.75 21.75 Capital Improvement Program 6.80 6.80 6.30 Total Staffing 154.84 154.84 153.59 190 Public Works -if Utilities Division EXPENDITURE Admnistration $ 1,705,225 $ 2,003,860 $ 2,025,756 Planning and Project Management 1,614,356 2,018,895 2,068,935 Water Resources and Hydroelectric 2,087,619 2,034,890 2,072,539 Water Treatment 4,348,451 4,366,823 4,542,312 Wastewater Treatment 4,772,174 5,209,794 5,300,593 Water Quality Environmental Services 2,991,215 3,299,394 3,481,373 System Maintenance 5,675,460 5,737,930 5,988,774 Capital Improvement Program, Cost Allocation, Transfers and Capital Payments 46,236,957 23,101,818 25,734,618 Total Expenditure $ 69,431,457 $ 47,773,404 $ 51,214,900 Transportation $ 173,451 $ 172,361 $ 176,573 Water Utility 47,312,014 25,479,799 27,727,767 Wastewater Utility 17,663,651 16,009,312 15,882,091 Stormw ater/Rood Management Utility 4,282,341 6,111,932 7,428,469 Total Funding $ 69,431,457 $ 47,773,404 $ 51,214,900 2012 Accomplishments • Operated Boulder Reservoir Water Treatment Plant at 16 million gallons per day, the highest recorded flow from the facility • Maintained high quality wastewater effluent discharge to Boulder Creek without violations • Completed energy efficiency improvements at the WWTF • Placed a new UV disinfection system online at the WWTF • Conducted a Nutrient Compliance Study to identify a path forward regarding future nitrogen and phosphorus regulations for wastewater treatment • Obtained additional Transportation Improvement Project (TIP) funding for the Wonderland Creek underpass at 28th St. • Obtained approval of the Fourmile Canyon Creek (19th to 22nd Streets) Community and Environmental Assessment Process • Hosted 20th annual Children's Water Festival • Supported Parks and Recreation in development of the Boulder Reservoir Master Plan • Revised Water Conservation Program goals and objectives to support city water conservation efforts • Completed E. co/i bacteria Total Maximum Daily Loads Implementation Plan for Boulder Creek • Completed Boulder Creek water quality monitoring plan. 191 Public Works Utilities Division Key Initiatives for 2013 • Develop and implement an Annual Water Quality Report to support water, storm water, and wastewater treatment • Participate in state water quality work groups and hearings to evaluate appropriate water quality criteria and regulatory impacts • Implement power use monitoring at the WWTF to properly inventory and manage power • Conduct modifications to IBM Lift Station to accommodate overflow protection • Update Water Conservation Futures Study • Develop new methodology for Water Budgets in commercial, industrial and institutional customer classifications Table 6-41: Utilities Division Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FrE Budget Budget Change FrE FrE Change WATER UTILITY FUND Energy cost increase at Water Treatment Facility $ 628,645 $ 660,045 $ 31,400 0.00 0.00 0.00 Ongoing residuals hauling - Water Treatment 128,646 157,646 29,000 0.00 0.00 0.00 Ongoing water quality monitoring - 28,000 28,000 0.00 0.00 0.00 EPA Monitoring Rule compliance -one time - 20,000 20,000 0.00 0.00 0.00 WASTEWATER UTILITY FUND Reallocate portion of eliminated Maintenance II savings to contracted services $ 49,418 $ 30,000 $ (19,418) 1.00 0.00 (1.00) Ongoing support for Hazardous Materials Management facility 154,051 161,551 7,500 0.00 0.00 0.00 STORMWATER AND FLOOD MANAGEMENT FUND Ongoing support for Hazardous Materials Managementfacility $ 144,094 $ 151,594 $ 7,500 0.00 0.00 0.00 Total Changes, Public Works - Utilities $ 103,982 (1.00) 192 Table 6-42: Utilities Division Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FfE Amount ITE Amount FTE Amount FrE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Billing Services 5.75 $ 775,233 5.75 $ 804,614 5.75 $ 828,158 $ 23,544 Division Administration 5.62 929,992 5.62 1,199,246 5.62 1,197,598 (1,648) Subtotal 11.37 $ 1,705,225 11.37 $ 2,003,860 11.37 $ 2,025,756 $ 21,896 Planning and Project Management Flood Management 0.75 $ 572,067 0.75 $ 476,090 0.75 $ 571,348 $ 95,258 Planning and Project Management 6.17 1,042,289 6.17 1,542,805 6.17 1,497,587 (45,218) Subtotal 6.92 $ 1,614,356 6.92 $ 2,018,895 6.92 $ 2,068,935 $ 50,040 System Maintenance Collection System Maintenance 13.95 $ 1,631,780 13.95 $ 1,706,837 13.95 $ 1,706,003 $ (834) Distribution System Maintenance 14.95 1,927,625 14.95 1,912,511 14.95 2,045,111 132,600 Flood Channel Maintenance 2.55 313,882 2.55 337,323 2.80 354,668 0.25 17,345 Meter Operations 8.00 1,215,224 8.00 1,159,048 8.00 1,234,575 - 75,527 Storm Sew er Maintenance 5.55 586,949 5.55 622,211 5.55 648,417 - 26,206 Subtotal 45.00 $ 5,675,460 45.00 $ 5,737,930 45.25 $ 5,988,774 0.25 $ 250,844 Water Resources and Hydroelectric Hydroelectric Operations 3.00 $ 450,609 3.00 $ 429,047 3.00 $ 443,280 - $ 14,233 Raw Water Facilities Operations 2.00 360,096 2.00 363,661 2.00 392,743 29,082 Water Resources Operations 2.00 1,276,914 2.00 1,242,182 2.00 1,236,516 (5,666) Subtotal 7.00 $ 2,087,619 7.00 $ 2,034,890 7.00 $ 2,072,539 $ 37,649 Water Treatment Water Treatment Plants Operations 26.00 $ 4,348,451 26.00 $ 4,366,823 26.00 $ 4,542,312 $ 175,489 Subtotal 26.00 $ 4,348,451 26.00 $ 4,366,823 26.00 $ 4,542,312 $ 175,489 Wastewater Treatment Marshall Landfill Operations $ 12,971 - $ 42,166 - $ 42,166 $ - Wastewater Treatment Rant 30.00 4,759,203 30.00 5,167,628 29.00 5,258,427 (1.00) 90,799 Subtotal 30.00 $ 4,772,174 30.00 $ 5,209,794 29.00 $ 5,300,593 (1.00) $ 90,799 Water Quality Environmental Services Hazardous Materials Management - $ 274,400 - $ 298,145 - $ 313,145 $ 15,000 Industrial Pretreatment 3.81 341,428 3.81 378,370 3.81 411,655 33,285 Storrnw ater Permit Compliance 1.76 275,590 1.76 348,875 1.76 342,785 (6,090) Stormwater Quality Operations 3.70 434,068 3.70 425,343 3.70 444,224 18,881 Wastewater Quality Operations 3.99 492,398 3.99 514,075 3.99 540,772 26,697 Water Conservation 1.56 342,902 1.56 439,379 1.56 461,996 22,617 Water Quality Operations 6.93 830,429 6.93 895,207 6.93 966,796 71,589 Subtotal 21.75 $ 2,991,215 21.75 $ 3,299,394 21.75 $ 3,481,373 $ 181,979 Capital Improvement Program, Cost Allocation, Transfers and Capital Payments Capital Improvement Program 6.80 $ 11,691,838 6.80 $ 7,544,254 6.30 $ 10,267,098 (0.50) $ 2,722,844 Cost Allocation/ Transfers - 2,690,684 - 2,821,144 - 2,877,587 56,443 Debt Service and Windy Gap - 31,854,435 - 12,736,420 - 12,589,933 (146,487) Subtotal 6.80 $46,236,957 6.80 $ 23,101,818 6.30 $ 25,734,618 (0.50) $ 2,632,800 Total 154.84 $69,431,457 154.84 $47,773,404 153.59 $ 51,214,900 (1.25) $ 3,441,496 193 Table 6-42: Utilities Division Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount EXPENDITURE BY CATEGORY Personnel $ 12,115,094 $ 12,683,038 $ 13,531,448 $ 848,410 Operating 16,061,167 12,375,013 12,221,629 (153,384) Interdepartmental Charges 1,886,038 1,762,646 1,686,896 (75,750) Capital 6,380,272 7,937,054 10,864,244 2,927,190 Debt Service 9,991,593 10,194,510 10,033,096 (161,414) Other Financing 22,997,293 2,821,143 2,877,587 56,444 Total $69,431,457 $47,773,404 $ 51,214,900 $ 3,441,496 STAFFING AND EXPENDITURE BY FUND Transportation 0.80 $ 173,451 0.80 $ 172,361 0.80 $ 176,573 $ 4,212 Water Utility 74.88 47,312,014 74.88 25,479,799 74.88 27,727,767 2,247,968 Wastewater Utility 57.72 17,663,651 57.72 16,009,312 5672 15,882,091 (1.00) (127,221) Stormwater/Flood Management 21.44 4,282,341 21.44 6,111,932 21.19 7,428,469 (0.25) 1,316,537 Total 154.84 $69,431,457 154.84 $47,773,404 153.59 $ 51,214,900 (1.25) $ 3,441,496 194 City of Boulder Energy Strategy and Electric Utility Development 2013 Annual Budget $2,203,000 The mission of Boulder's Energy Future is to ensure that Boulder residents, businesses and institutions have access to reliable energy that is increasingly dean and remains competitively priced. Energy Strategy and Electric Utility Development Department Overview In August 2011, City Council voted unanimously to put two energy related issues on the November 2011 ballot. The first asked voters if they wanted to authorize the creation of a locally run electric utility. The utility would only be created once all costs are determined, and if rates would be no more than those of Xcel Energy at the time of acquisition. The second asked voters if they would extend and increase the Utility Occupation Tax to fund the preliminary costs associated with setting up the local utility. That November, both items were approved by the voters, and the Department of Energy Strategy and Electric Utility Development was formed. In 2012, work began to develop a framework for planning the energy future for the city of Boulder. Table 6-43: Energy Strategy and Electric Utility Development Summary Budget 2011 2012 2013 Actual Approved' Approved Energy Strategy and Electric Utility Development - 4.50 Total Staffing - 4.50 EXPENDITURE Energy Strategy and Electric Utility Development $ - $ - $ 2,203,000 Total Expenditure $ - $ - $ 2,203,000 General - Utility Occupation Tax $ - $ - $ 1,900,000 General - Other One Time Funding - - 303,000 Total Funding $ - $ - $ 2,203,000 195 Energy Strategy and Electric Utility Development 2012 Accomplishments • Formed a team of outside legal specialists (FERC and condemnation) to work with city attorneys on negotiations and legal processes necessary to fully understand the costs of creating a local electric utility • Hired the Executive Director of Energy Strategy and Electric Utility Development • Began Phase 1 toward development of an Energy Action Plan (EAP) • Continued Energy Future Roundtables • Implemented a community engagement and communications strategy • Prepared Energy Future study sessions on January 31, 2012 and May 22, 2012 • Expanded city participation in the PUC process. Key Initiatives for 2013 • Continue with the next steps in exploring whether to acquire Xcel Energy's distribution system and operate a city owned electric utility. Table 6-44: Energy Strategy and Electric Utility Development Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FfE Budget Budget Change FrE FrE Change GENERAL FUND Boulder's Energy Future $ - $ 303,000 $ 303,000 0.00 3.50 3.50 Total Changes, Energy Strategy and Electric Utility Development $ 303,000 3.50 Notes: ' The Energy Strategy and Electric Utility Development Department w as created in 2012 after the Qty Council approval of the 2012 Budget. The City Council approved subsequent appropriations in the first budget supplemental for expenditures to support this department totaling $2,226,047. Of this amount, $1.9 million was appropriated as a result of the 2011 Boulder's Energy Future Ballot Measure and is funded by the Utility Occupation Tax. The remaining $326,047 was appropriated through one time savings. The 2012 appropriation includes funding for 1.0 FTE As a result, the actual difference between 2012 and 2013 is $303,000 and 3.5 FTE 196 Table 6-45: Energy Strategy and Electric Utility Development Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget' Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Energy Strategy and Electric Utility Development $ $ 4.50 52,203,000 4.50 $2,203,000 Total - $ - $ - 4.50 $2,203,000 4.50 $2,203,000- EXPENDITURE BY CATEGORY Personnel $ $ $ 661,254 $ 661,254 Operating 1,541,746 1,541,746 Total $ - $ - $2,203,000 $2,203,000 STAFFING AND EXPENDITURE BY FUND General - Utility Occupation Tax $ $ 1.00 $1,900,000 1.00 $1,900,000 General - Other One Time Funding 3.50 303,000 3.50 303,000 Total - $ - $ - 4.50 $2,203,000 4.50 $2,203,000 Notes: The Energy Strategy and Electric Utility Development Department was created in 2012 after the City Council approval of the 2012 Budget. The City Council approved subsequent appropriations in the first budget supplemental for expenditures to support this department totaling $2,226,047. Of this amount, $1.9 million was appropriated as a result of the 2011 Boulder's Energy Future Ballot Measure and is funded by the Utility Occupation Tax. The remaining $326,047 was appropriated through one time savings. The 2012 appropriation includes funding for 1.0 FTE As a result, the actual difference betw een 2012 and 2013 is $303,000 and 3.5 FTE 197 [This page is intentionally blank.] 198 City of Boulder Parks and Recreation 2013 Annual Budget It $25,531,069 The mission of the Department of Parks and Recreation is to provide safe, dean, 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. Parks and Recreation Administration Parks and Recreation Planning 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. 199 Parks and Recreation Table 6-46: Parks and Recreation Summary Budget 2011 2012 2013 Actual Approved Approved Administration 18.37 17.37 17.37 Parks and Planning 54.50 55.50 56.50 Recreation 53.25 53.50 54.50 Total Staffing 126.12 126.37 128.37 EXPENDITURE Admnistration $ 2,039,076 $ 2,224,353 $ 2,374,724 Parks and Planning 6,034,807 6,827,626 7,172,606 Recreation 9,019,782 8,795,643 9,580,860 Capital Improvement Program, Interdepartmental Charges and Debt Service 8,344,495 6,729,476 6,402,879 Total Expenditure $ 25,438,160 $ 24,577,098 $ 25,531,069 General $ 3,972,884 $ 4,404,483 $ 4,615,506 Lottery 670,803 575,000 493,000 .25 Cent Sales Tax 6,999,705 6,724,421 7,316,627 Recreation Activity 9,550,204 9,582,543 10,197,713 Permanent Parks and Recreation 3,951,191 3,290,651 2,713,535 Boudler Junction Improvement Fund - - 194,688 .15 Cent Sales Tax 293,373 - - Total Funding $ 25,438,160 $ 24,577,098 $ 25,531,069 2012 Accomplishments • Planted 904 trees and offered professional tree care to 2,329 public trees in the community • Launched the organic turf and landscape bed program at six park locations • Organized 3,179 volunteers, who contributed to over 38,000 volunteer hours • Launched a variety of Capital Improvement Bond projects that included infrastructure improvements at the Boulder Reservoir; renovation of Canyon, Columbine and East Palo Parks, and replacement of South Boulder Recreation Center gymnasium floor • Initiated several park development projects including Mesa Memorial park, Elks park and Valmont dog park, and disc golf course • Selected to host the 2014 USA Cycling Cyclo-Cross National Championships at Valmont Bike Park • Completed the course bunker renovation/playability project at Flatirons Golf Course by installing 19 new sand bunkers and 42 new tee boxes • Developed a recreation pass program for veterans and active duty military personnel • Sponsored a Boulder B-cycle station at the North Boulder Recreation Center • Hosted the 2012 Boulder Paralympic Experience in conjunction with U.S. Paralympics, a division of the U.S. Olympic Committee • Completed cosmetic restoration of the City's historic narrow gauge Locomotive # 30. 200 A, " Parks and Recreation Key Initiatives for 2013 • Complete the Parks and Recreation Master Plan and organizational analysis • 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 $3 million in capital projects from the voter approved 2011 Capital Improvement Bond • Expand the department's efforts to partner with organizations throughout the community, including working with CU Environmental Design School, Growing Up Boulder, 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 6-47: Parks and Recreation Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FrE Budget Budget Change FrE FrE Change .25 CENT SALES TAX FUND Ready to Work Maintenance Crew $ - $ 33,900 $ 33,900 0.00 0.00 0.00 Total Changes, Parks and Recreation $ 33,900 0.00 201 Table 6-48: Parks and Recreation Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 18.37 $ 2,039,076 17.37 $ 2,224,353 17.37 $ 2,374,724 $ 150,371 Subtotal 18.37 $ 2,039,076 17.37 $ 2,224,353 17.37 $ 2,374,724 $ 150,371 Parks and Planning Athletic Field Maintenance 6.00 $ 540,138 6.00 $ 909,809 6.00 $ 948,703 $ 38,894 Construction 6.00 392,868 6.00 433,132 6.00 451,803 18,671 Forestry Operation 4.00 883,971 5.00 898,275 5.00 920,303 22,028 Natural Resource Management (IPM, Water, Wetland, Wildlif e) 3.00 359,519 2.00 491,219 2.00 515,721 24,502 Park Operations and Maintenance 30.00 3,245,076 29.00 3,370,112 30.00 3,538,871 1.00 168,759 Philanthropy, Volunteers, Community Events, Historic and Cultural Management 1.50 169,299 1.50 188,201 1.50 197,268 - 9,067 Fanning 4.00 443,936 6.00 536,878 6.00 599,937 - 63,059 Subtotal 54.50 $ 6,034,807 55.50 $ 6,827,626 56.50 $ 7,172,606 1.00 $ 344,980 Recreation Arts Programs and Services 3.11 $ 270,961 3.11 $ 320,432 3.11 $ 316,403 - $ (4,029) Dance Programs and Services 2.88 305,965 2.13 334,853 2.13 344,675 9,822 Flatirons Event Center Management and Maintenance - 65,887 - 66,635 - 74,058 7,423 Golf Course Programs, Services and Maintenance 7.00 1,163,714 7.00 1,258,906 7.00 1,324,136 65,230 Gymnastics Programs and Services 5.27 693,386 5.27 707,507 5.27 756,610 - 49,103 Health and Wellness Programs and Services 3.24 672,944 3.24 795,096 3.74 773,669 0.50 (21,427) Outdoor Fools, Aquatic Programs, Services and Maintenance 1.13 421,707 1.26 441,538 2.13 424,455 0.87 (17,083) Recreation Center Operations and Maintenance 15.34 2,607,590 16.01 2,513,685 15.82 2,898,607 (0.19) 384,922 Reservoir Programs, Services and Maintenance 3.78 761,097 3.98 811,797 3.80 853,779 (0.18) 41,982 Sports Programs and Services 3.50 904,822 3.25 723,842 3.25 754,907 31,065 Therapeutic Recreation Program and Services 4.75 640,789 5.00 556,060 5.00 587,624 31,564 Valmont City Park Programs, Services and Maintenance - 246,224 - - 188,500 188,500 Youth Recreation Opportunities 3.25 264,696 3.25 265,292 3.25 283,437 - 18,145 Subtotal 53.25 $ 9,019,782 53.50 $ 8,795,643 54.50 $ 9,580,860 1.00 $ 785,217 Capital Improvement Program, Interdepartmental Charges and Debt Service Capital Improvement Program $ 5,534,617 $ 4,180,657 $ 2,974,688 $ (1,205,969) Capital Refurbishment Projects - - 743,000 743,000 Cost Allocation 633,978 354,169 352,256 (1,913) Revenue Tranfers - - 136,785 136,785 Debt Service 2,175,900 2,194,650 2,196,150 1,500 Subtotal $ 8,344,495 $ 6,729,476 $ 6,402,879 $ (326,597) Total 126.12 $25,438,160 126.37 $24,577,098 128.37 $25,531,069 2.00 $ 953,971 202 Table 6-48: Parks and Recreation Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount EXPENDITURE BY CATEGORY Personnel $11,819,360 $12,430,148 $ 13,292,038 $ 861,890 Operating 4,860,251 4,616,119 4,953,191 337,072 Interdepartmental Charges 1,270,006 1,090,718 1,126,961 36,243 Capital 4,654,726 3,886,658 3,473,688 (412,970) Debt Service 2,175,900 2,194,650 2,196,150 1,500 Other Financing 657,917 358,805 489,041 130,236 Total $ 25,438,160 $ 24,577,098 $ 25,531,069 $ 953,971 STAFFING AND EXPENDITURE BY FUND General 37.00 $ 3,972,884 37.00 $ 4,404,483 37.00 $ 4,615,506 $ 211,023 Lottery - 670,803 - 575,000 - 493,000 (82,000) .25 Cent Sales Tax 18.37 6,999,705 24.37 6,724,421 25.37 7,316,627 1.00 592,206 Recreation Activity 63.25 9,550,204 56.50 9,582,543 57.50 10,197,713 1.00 615,170 Permanent Parks and Recreation 7.50 3,951,191 8.50 3,290,651 8.50 2,713,535 - (577,116) Boudler Junction Improvement Fund - - - - - 194,688 194,688 .15 Cent Sales Tax - 293,373 - - - - - Total 126.12 $ 25,438,160 126.37 $ 24,577,098 128.37 $ 25,531,069 2.00 $ 953,971 203 [This page is intentionally blank.] 204 City of Boulder Library and Arts 2013 Annual Budget It $8,133,059 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. Library and Arts Administration Public Services 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. 205 Library and Arts Access Services • In addition to oversight of the Meadows and Reynolds branch libraries, the Access Services Division includes materials circulation services, maintenance of patron accounts, administration of the holds and Prospector system, shelving, and maintenance of the automated materials handling system. 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 art grants, support for the Dairy Center for the Arts and The Boulder Museum of Contemporary Art, and administrative support for the Arts Commission. eServices • eServices is comprised administration and maintenance of library specific IT systems and equipment, including the integrated library system, computer reservation and print release system, computer technology support, the digital branch library, and the integrated library system. Public Services • Public Services includes basic library services such as reference, reader's advisory, youth services, acquisition of library materials and electronic resources like ebooks and 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. Table 6-49: Library and Arts Summary Budget 2011 2012 2013 Actual Approved Approved 0 Admnistration 8.75 8.75 9.00 Access Services 29.95 30.13 31.54 Arts and Culture 2.75 3.25 3.25 Public Services 24.50 25.50 24.00 eServices 11.00 10.00 9.60 Total Staffing 76.95 77.63 77.39 EXPENDITURE Administration $ 1,156,832 $ 1,278,283 $ 1,348,109 Access Services 2,836,204 3,098,058 3,228,253 Arts and Culture 518,172 545,846 578,478 Public Services 1,817,613 1,839,915 1,893,944 eServices 1,055,609 1,102,389 1,084,275 Total Expenditure $ 7,384,431 $ 7,864,491 $ 8,133,059 206 Library and Arts General $ 175,337 $ 543,084 $ 558,882 .15 Cent Sales Tax Fund 280,096 - - Library 6,928,998 7,321,407 7,574,177 Total Funding $ 7,384,431 $ 7,864,491 $ 8,133,059 2012 Accomplishments • Implemented a biweekly enewsletter to keep the public informed about upcoming events and new services offered by the Library and Arts department • Partnered with the Acorn School to provide children with access to library books and storytime programming • Selected to facilitate the nationally-acclaimed Family Place library program, which is an early literacy and parenting education initiative • Expanded offerings of free popular music by subscribing to Freegal Music service • Coordinated other city agencies to participate in the One Book 4 Colorado program • Improved customer service and created a more welcoming environment at the Reynolds Branch Library by replacing the circulation desk, making the staff more visible and accessible to patrons • Added chairs and study tables and replaced worn furnishings in the non-fiction/ reference area in the Main Library • Realized a significant decline in security problems during 2011 -2012. Key Initiatives for 2013 • Implemented the eCommerce service, providing the opportunity for patrons to self- serve and pay late fees online or at self-checkout stations • Renovate the children's, teen, and adult fiction areas of the Main Library • Replace the automated materials handling system at the Main Library • Initiate procurement and implementation of a Radio Frequency Identification (RFID) materials security and inventory control system • Redesign the Library and Arts websites • Implement the Arts Assessment. Table 6-50: Library and Arts Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change LIBRARY FUND Children's and Youth Services Program Librarian - increase General Fund transfer to Library and Arts $ - $ 68,000 $ 68,000 0.00 1.00 1.00 Transfer of Senior PC Specialist position from Library and Arts to IT- decrease General Fund transfer to Library and Arts 80,496 - (80,496) 1.00 0.00 (1.00) Total Changes, Library and Arts $ (12,496) 0.00 207 Table 6-51 Library and Arts Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FfE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 5.25 $ 552,973 5.25 $ 661,161 5.50 $ 707,981 0.25 $ 46,820 Library Facility and Asset Maintenance 3.00 564,526 3.00 577,853 3.00 597,987 - 20,134 Volunteer Services 0.50 39,334 0.50 39,269 0.50 42,141 - 2,872 Subtotal 8.75 $ 1,156,832 8.75 $ 1,278,283 9.00 $ 1,348,109 0.25 $ 69,826 Access Services Main Library: Access Services and Facility' 18.95 $ 2,004,011 18.95 $ 2,188,832 20.39 $ 2,265,526 1.44 $ 76,694 Meadow s Branch Library: Core Public Services & Facility 4.35 375,774 4.34 365,038 4.50 401,097 0.16 36,059 Prospector 1.75 113,100 1.75 153,393 1.40 137,379 (0.35) (16,014) Reynolds Branch Library: Core Public Services & Facility 4.90 343,319 5.09 390,796 5.25 424,251 0.16 33,455 Subtotal 29.95 $ 2,836,204 30.13 $ 3,098,058 31.54 $ 3,228,253 1.41 $ 130,195 Arts and Culture Art Resource 0.50 $ 24,359 0.50 $ 31,823 0.50 $ 31,823 - $ - Dance Bridge - 8,909 0.50 28,949 0.50 28,986 37 Grants: Arts/Business Collaborative 40,000 - 54,208 - 54,208 - Grants: Arts-in-Education 38,367 46,489 46,478 (11) Grants: Major 74,152 77,494 77,494 - Grants: Mini 16,500 26,408 26,408 - Grants: Theater 28,276 - 16,646 - 22,646 6,000 Main Library: Programmng and Events 2.05 165,681 2.05 142,905 2.05 168,149 25,244 Meadows Branch Library: Programming & Events 0.10 7,993 0.10 7,492 0.10 8,173 681 Reynolds Branch Library: Programming & Events 0.10 7,993 0.10 7,492 0.10 8,173 681 Support: Boulder Museumof Contemporary Art (BMoCA) - 46,392 - 46,392 - 46,392 - Support: Dairy Center for the Arts - 59,548 - 59,548 - 59,548 - Subtotal 2.75 $ 518,172 3.25 $ 545,846 3.25 $ 578,478 $ 32,632 Public Services BoulderReads! Adult and Family Literacy Services 2.00 $ 216,362 2.50 $ 217,084 2.50 $ 233,635 $ 16,551 Carnegie Library: Facility and Archival Functions 1.25 128,827 1.25 113,912 1.25 123,017 9,105 Carnegie Library: Public Service 0.75 105,404 1.25 91,991 1.25 86,150 (5,841) Main Library: Adult Services' 12.50 834,192 12.50 877,283 11.50 868,871 (1.00) (8,412) Main Library: Multi-Cultural Outreach 1.00 88,157 1.00 86,508 1.00 92,478 5,970 Main Library: Special Services & Homebound Delivery 0.75 56,589 0.75 59,104 0.75 62,554 3,450 Main Library: Youth Services' 6.25 388,082 6.25 394,033 5.75 427,239 (0.50) 33,206 Subtotal 24.50 $ 1,817,613 25.50 $ 1,839,915 24.00 $ 1,893,944 (1.50) $ 54,029 eServices Digital Services 11.00 $ 1,055,609 10.00 $ 1,102,389 9.60 $ 1,084,275 (0.40) $ (18,114) Subtotal 11.00 $ 1,055,609 10.00 $ 1,102,389 9.60 $ 1,084,275 (0.40) $ (18,114) Total 76.95 $ 7,384,431 77.63 $ 7,864,491 77.39 $ 8,133,059 (0.24) $ 268,568 208 Table 6-51: Library and Arts Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount EXPENDITURE BY CATEGORY Personnel $ 4,683,213 $ 5,196,066 $ 5,494,063 $ 297,997 Operating 2,154,938 2,199,935 2,181,612 (18,323) Interdepartmental Charges 508,580 467,050 457,384 (9,666) Other Financing 37,700 1,440.00 - (1,440.00) Total $ 7,384,431 $ 7,864,491 $ 8,133,059 $ 268,568 STAFFING AND EXPENDITURE BY FUND General 0.50 $ 175,337 2.00 $ 543,084 2.00 $ 558,882 $ 15,798 .15 Cent Sales Tax2 1.00 280,096 - - - - - Library 75.45 6,928,998 75.63 7,321,407 75.39 7,574,177 (0.24) 252,770 Total 76.95 $ 7,384,431 77.63 $ 7,864,491 77.39 $ 8,133,059 (0.24) $ 268,568 The department restructured for 2013 aligning all circulation and shelving staff under Access Services 2 The .15 Cent Sales Tax Fund was rolled into the General Fund in 2012 209 [This page is intentionally blank.] 210 City of Boulder Open Space and Mountain Parks 2013 Annual Budget $26,594,877 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. Open Space and Mountain Parks Administration Real Estate and Central Services • and Visitor Resource System Services Services 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, and parking fee and timesheet database management. 211 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, and • 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 6-52: Open Space and Mountain Parks Summary Budget 2011 2012 2013 Actual Approved Approved Administration 13.47 14.46 14.46 Real Estate and Central Services 6.88 5.86 5.86 Land and Visitor Services 29.40 30.38 30.38 Resource System Services 35.85 38.90 40.90 Total Staffing 85.60 89.60 91.60 EXPENDITURE Administration $ 1,786,642 $ 1,824,975 $ 1,996,038 Real Estate and Central Services 510,983 651,998 698,903 Land and Visitor Services 3,360,742 4,213,276 4,310,016 Resource System Services 3,305,563 4,186,233 4,812,734 Capital Improvement Program, Cost Allocations and Debt Service 20,324,417 15,751,672 14,777,186 Total Expenditure $ 29,288,346 $ 26,628,154 $ 26,594,877 0 General $ 206,951 $ 145,514 $ 152,346 Lottery 336,051 425,000 343,000 Open Space and Nbuntain Parks 28,745,344 26,057,640 26,099,531 Total Funding $ 29,288,346 $ 26,628,154 $ 26,594,877 2012 Accomplishments • Completed several major components of the West Trail Study Area (WTSA) Plan, including Green Bear Trail (re-route), Anemone (design and build the Sunshine Trail and design the Anemone Loop Trail), Homestead Trail (re-route part of trail and repair remainder), Towhee trail (re-route part of trail and repair remainder), West Sanitas or Wittemyer Trail (construct new trail), Big Bluestem Trail (re-route), and South Boulder Creek Trail (re-route) 212 Open Space and Mountain Parks • Finished several major components of the WTSA Plan dealing with trailheads and access points, including Flagstaff Summit (develop plan and design and begin work on refurbishing the Summit), Gregory Canyon Trailhead (develop a site plan), and South Boulder Creek West Trailhead (refurbish trailhead including adding horse trailer parking) • Completed several components of the WTSA Plan Implementation interpretive sign work, including HCAs, Crown Rock, and South Boulder Creek West Trailhead • Collaborated with Boulder County and Colorado Department of Transportation on the underpass design work for Community Ditch Trail Crossing of SH 93, with construction planned for 2013 • Designed head gate and fish passage structure for Green Ditch fish passage • Constructed additional fences and livestock water structures for Grassland Ecosystem Management Plan Implementation • Installed new roofs on Annex and Ute buildings to support solar panels • Completed 2012-2016 Acquisition Plan (Property Agent Group), and scheduled adoption for 2012 • Received commitments for more than $11,000,000 from an alliance of partners including Jefferson County Open Space, Boulder County, the City and County of Broomfield, The City of Arvada, the U.S. Fish and Wildlife Service, the State Land Board, Lafarge Corporation and the City of Boulder for the purchase of Section 16 in Jefferson County • Continued negotiations with Boulder County, the Red Lion Inn and the Schnell Family for the purchase of 119 acres located in Boulder Canyon • Repaired a switchback and cattle guard on Chapman Drive (built in 1935 by the Civilian Conservation Corps) • Repaired Sanitas Stone Hut and Arch, built circa 1900 to entertain patients at the nearby Boulder Sanitarium • Repaired Stockton Cabin, an historic cabin on the Shadow Canyon Trail • Installed interpretive signs designed to connect the historic sites and their stories along the South Mesa Trailhead landscape • Repaired Hedgecock Ice House, built in 1 896 and one of OSMP's oldest structures • Repaired Weiser House, property that has been preliminarily determined to be eligible for the National Register of Historic Places. • Performed mitigation and repair on the Viele House basement, project to eliminate the water collection problem in the basement of this 1890 house, which is a City of Boulder historic landmark • Research and document the history of the pastures near the Cherryvale administrative offices for inclusion in the Colorado Cultural Landscape Historic Register • Supported WTSA implementation including trail alignment to avoid resource impacts on Green Bear, Anemone Hill, Towhee and Homestead Trails 213 Open Space and Mountain Parks • Completed Visitor Survey and Report • Completed analysis of the proposal to locate bison on OSMP property • Proposed discussion and action on Department Overarching Policy Issues, based on a staff first draft analysis • Completed field work for the system wide Undesignated Trail Inventory • Completed various restoration and Integrated Pest Management projects throughout the system • Updated web maps to include trails and resources • Migrated all OSMP data files to a new server • As part of the Grassland Ecosystem Management Plan, performed management of non- native species as mandated by the state, including Mediterranean sage, myrtle spurge, purple loosestrife, salt cedar, sulfur cinquefoil and other invasive species • As part of the Grassland Ecosystem Management Plan, treated teasel and Russian olive throughout the OSMP system on approximately 5,000 acres • Thinned forest on 125 acres, mostly on the western boundary of OSMP to improve forest health and as fire mitigation • Monitored birds on various properties to assess the success of OSMP's livestock grazing practices in promoting healthy grassland communities • Began implementation of habitat improvement projects for Northern Leopard Frogs • Assessed protective measures to promote survival of vulnerable populations of amphibians and bats • Completed raptor nest monitoring to assess impacts from OSMP visitors during a vulnerable and critical phase of these federally protected species' life cycle • Began removing Russian olive trees and other invasive species on Weiser property. Key Initiatives for 2013 • Re-route Saddle Rock, Green Mountain West Ridge, and Tenderfoot (northern portion) Trails as part of the West Trail Study Area (WTSA) Plan Implementation • Close and restore trails between Gregory Canyon and Saddle Rock, and between 1 st Flatiron and EM Greenman as part of the WTSA Plan Implementation • Designate and improve trail from Shadow Canyon to Dinosaur Viewpoint as part of the WTSA Plan Implementation • Build access to South Boulder Creek from South Boulder Creek Trail as part of the WTSA Plan Implementation • Rehabilitate Flagstaff Summit and Gregory Canyon Trailheads as part of the WTSA Plan Implementation • Provide real estate support to other work groups in the Department • Provide real estate support to other City Departments including Public Works and Transportation 214 Open Space and Mountain Parks • Acquire lands identified in the West TSA for trail connection purposes • Continue negotiations for acquisitions identified in the Acquisitions Plan • Acquire water and mineral rights as they become available • Provide support to Administration staff for the completion of the Property and Mineral Database • Continue to survey, maintain, repair and protect cultural resources on OSMP land • Rehabilitate historic structures as funding allows • Prepare resource, cultural and recreational inventory for North TSA • Implement priority conservation strategies in the Grassland Ecosystem Management Plan • Implement resource protection measures in the West Trail Study Area • Continue inventory and analysis of resources in the North Trail Study Area • Continue with ecological restoration of priority areas. Table 6-53: Open Space and Mountain Parks Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FTE Budget Budget Change FTE FTE Change OPEN Additional Seasonal Forest Ecosystem Management Crew $ - $ 136,607 $ 136,607 0.00 0.00 0.00 Additional Seasonal Trail Crew - 195,000 195,000 0.00 0.00 0.00 Forest Management Technician - 56,000 56,000 0.00 1.00 1.00 GIS Analyst - 61,600 61,600 0.00 1.00 1.00 New Plotter at Annex - 9,000 9,000 0.00 0.00 0.00 Arapahoe Pit Augmentation - transfer from CIPto operating 10,000 10,000 - 0.00 0.00 0.00 Total Changes, Open Space and Mountain Parks $ 458,207 2.00 215 Table 6-54: Open Space and Mountain Parks Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard PTE Amount PTE Amount FTE Amount PTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 12.46 $ 1,637,721 13.45 $ 1,726,381 13.45 $ 1,893,222 $ 166,841 Dog Tag, Permit and Facility Leasing Programs 1.01 148,921 1.01 98,594 1.01 102,816 4,222 Subtotal 13.47 $ 1,786,642 14.46 $ 1,824,975 14.46 $ 1,996,038 $ 171,063 Real Estate and Central Services Cultural Resources Program 1.01 $ 94,966 1.01 $ 110,650 1.01 $ 132,681 $ 22,031 Conservation Easement Compliance 1.01 68,472 1.01 112,244 1.01 113,157 913 Real Estate Acquisition OSMP 177 102,471 116 141,795 1.26 144,752 2,957 Real Estate Services to OSMP 1.77 102,471 1.26 141,795 1.26 144,752 2,957 Real Estate Services to General Fund 1.32 142,602 1.32 145,514 1.32 163,561 18,047 Subtotal 6.88 $ 510,983 5.86 $ 651,998 5.86 $ 698,903 $ 46,905 Land and Visitor Services Agricultural Land Management 2.10 $ 208,293 2.03 $ 257,450 2.03 $ 260,754 $ 3,304 Community Services 7.34 727,461 8.41 947,773 8.41 941,224 (6,549) Facility Management 5.25 648,789 5.24 861,474 5.24 774,950 (86,524) Junior Rangers 0.53 241,396 0.53 259,195 0.53 252,332 (6,863) Rapid Response 1.05 99,836 1.04 102,730 1.04 101,373 (1,357) Signs 2.10 359,704 2.10 286,639 2.10 255,894 (30,745) Trail Maintenance and Construction 4.73 420,584 4.73 732,461 4.73 911,898 179,437 Trailhead Maintenance and Construction 4.20 446,386 4.20 474,633 4.20 497,330 22,697 Water Rights Administration 2.10 208,293 2.10 290,921 2.10 314,262 23,341 Subtotal 29.40 $ 3,360,742 30.38 $ 4,213,276 30.38 $ 4,310,016 $ 96,740 Resource System Services Ecological Restoration Program 1.53 $ 165,323 1.53 $ 204,102 1.53 $ 200,607 $ (3,495) Forest Ecosystem Management 1.22 131,946 1.22 179,789 2.22 383,330 1.00 203,541 Grassland Ecosystem Management Program 0.90 97,249 0.91 124,891 0.91 143,237 - 18,346 Integrated Pest Management 1.99 215,028 101 253,844 2.01 295,767 41,923 Monitoring & Visitation Studies 3.13 230,028 113 275,052 3.13 279,445 4,393 Payments to Fire Districts - 78,030 - 78,030 - 78,030 - Ranger Naturalist Services 14.67 1,210,347 17.69 1,665,482 17.69 1,741,055 75,573 Regional, Master, and Related Planning and Plan Implementation 4.18 307,193 4.18 500,513 4.18 507,672 - 7,159 Resource Information Services 3.65 371,572 3.65 355,150 4.65 530,681 1.00 175,531 Wetland and Aquatic Management Program 1.22 131,826 1.22 141,458 1.22 179,009 - 37,551 Wildlife and Habitats 3.36 367,021 3.36 407,922 3.36 473,902 - 65,980 Subtotal 35.85 $ 3,305,563 38.90 $ 4,186,233 40.90 $ 4,812,734 2.00 $ 626,501 Capital Improvement Program, Cost Allocations and Debt Service Capital Improvement Program - $ 7,861,600 - $ 6,085,000 - $ 5,043,000 - $ (1,042,000) Cost Allocation 1,018,953 1,070,853 1,0667954 (3,899) Debt Service 11,443,864 8,595,819 8,667,232 71,413 Subtotal - $ 20,324,417 $ 15,751,672 $14,777,186 - $ (974,486) Total 85.60 $29,288,346 89.60 $26,628,154 91.60 $ 26,594,877 2.00 $ (33,277) EXPENDITURE BY CATEGORY Personnel $ 6,857,996 $ 8,349,275 $ 9,144,312 $ 795,037 Operating 1,336,463 1,660,433 1,789,656 129,223 Interdepartmental Charges 801,779 766,773 8082723 41,950 Capital 6,908,758 6,185,000 5,118,000 (1,067,000) Debt Service 11,443,063 8,595,819 8,667,232 71,413 Other Financing 1,940,286 1,070,853 1,066,954 (3,899) Total $ 29,288,346 $ 26,628,154 $ 26,594,877 $ (33,277) 216 Table 6-54: Open Space and Mountain Parks Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY FUND General 1.32 $ 206,951 1.32 $ 145,514 1.32 $ 152,346 $ 6,832 Lottery - 336,051 - 425,000 - 343,000 (82,000) Open Space and Nbuntain Parks 84.28 28,745,344 88.28 26,057,640 90.28 26,099,531 2.00 41,891 Total 85.60 $ 29,288,346 89.60 $ 26,628,154 91.60 $ 26,594,877 2.00 $ (33,277) 217 [This page is intentionally blank.] 218 City of Boulder Housing 2013 Annual Budget It $5,415,393 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. Housing Department Overview Housing Housing includes implementation of the city's Inclusionary Housing Ordinance, housing planning and policy development, project development review, community funding (Housing, Community Development Block Grant, HOME Consortium), Homeownership Program and asset management Table 6-55: Housing Summary Budget 2011 2012 2013 Actual Approved Approved Housing 12.96 12.85 12.85 Total Staffing 12.96 12.85 12.85 EXPENDITURE Housing $ 5,423,088 $ 5,575,826 $ 5,287,935 Cost Allocation 121,649 127,422 127,458 Total Expenditure $ 5,544,737 $ 5,703,248 $ 5,415,393 General $ 177,611 $ 157,636 $ 173,283 Affordable Housing 2,425,751 1,529,202 1,562,966 Community Housing Assistance Program 1,543,826 2,194,540 2,266,725 Community Development Block Grant 613,180 688,923 611,974 HONE Investment Partnership Grant 784,368 1,132,947 800,445 Total Funding $ 5,544,737 $ 5,703,248 $ 5,415,393 2012 Accomplishments • Concluded Affordable Housing Task Force with recommendations to City Council • Updated Inclusionary Housing Rental Policies 219 ~W' - Housing • Conducted a study session to guide future policies regarding the city owned site at 30th and Pearl • Added at least 12 new permanently affordable homes to inventory • Completed fire sprinkler installation at all Thistle Community Housing sites • Allocated almost $3M in housing, CDBG and HOME Consortium funding to the community. Key Initiatives for 2013 • Implement revisions to Inclusionary Housing Rental Policies. • Implement City Council new initiatives in the Affordable Housing Program • Implement Housing Assessment recommendations Table 6-56: Housing Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FrE Budget Budget Change FrE FrE Change COMMUNITY DEVELOPMENT BLOCK Reduction in Federal Funding for Affordable Housing and Community Development $ 810,497 $ 719,969 $ (90,528) 0.00 0.00 0.00 HOME INVESTMENT PARTNERSHIP GRANT (HOME) Reduction in Federal Funding for Affordable Housing in the HOME Consortium $ 1,132,947 $ 800,445 $ (332,502) 0.00 0.00 0.00 Total Changes, Housing $ (423,030) 0.00 220 Table 6-57 Housing Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Housing Affordable Housing Planning/Development Review /Project Management 2.65 $ 183,101 2.37 $ 211,766 2.37 $ 274,760 $ 62,994 Asset Management and Monitoring 2.08 176,854 2.18 181,363 2.18 199,506 18,143 Funding: Community Development 0.45 267,198 0.46 311,512 0.46 272,693 (38,819) Funding: Housing 2.41 4,558,526 3.83 4,584,562 3.83 4,191,122 (393,440) Homeownership Programs 5.37 237,409 4.01 286,623 4.01 349,854 63,231 Subtotal 12.96 $ 5,423,088 12.85 $ 5,575,826 12.85 $ 5,287,935 $ (287,891) Cost Allocation Cost Allocation and Transfers - $ 121,649 - $ 127,422 - $ 127,458 $ 36 Subtotal - $ 121,649 - $ 127,422 - $ 127,458 $ 36 Total 12.96 $ 5,544,737 12.85 $ 5,703,248 12.85 $ 5,415,393 $ (287,855) EXPENDITURE BY CATEGORY Personnel $ 835,749 $ 1,007,812 $ 1,119,174 $ 111,362 Operating 4,564,712 4,544,866 4,143,718 (401,148) Interdepartmental Charges 22,627 23,148 25,043 1,895 Other Financing 121,649 127,422 127,458 36 Total $ 5,544,737 $ 5,703,248 $ 5,415,393 $ (287,855) STAFFING AND EXPENDITURE BY FUND General 1.25 $ 177,611 1.14 $ 157,636 1.14 $ 173,283 $ 15,647 Affordable Housing 4.38 2,425,751 4.03 1,529,202 4.38 1,562,966 0.35 33,764 Community Housing Assistance Program 4.35 1,543,826 5.13 2,194,540 5.18 2,266,725 0.05 72,185 Community Development Block Grant 1.78 613,180 1.60 688,923 1.45 611,974 (0.15) (76,949) HOME Investment Partnership Grant' 1.20 784,368 0.95 1,132,947 0.70 800,445 (0.25) (332,502) Total 12.96 $ 5,544,737 12.85 $ 5,703,248 12.85 $ 5,415,393 $ (287,855) Notes: 1 The city entered into a county-w ide 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 and $375,850 in 2013. 221 [This page is intentionally blank.] 222 City of Boulder Human Services 2013 Annual Budget It $6,821,895 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. Human Services Administration Children, Youth, • • and Families Human Services Senior Services Planning Department Overview Department Administration • Department Administration includes Department Director, Financial Manager and Department Administrator. Administration provides finance, budget, internal services, public communications, oversight of policy implementation, and management of the department. Children, Youth and Families • Children, Youth and Families manages direct services for children, youth and family programs, funding to community for youth programs and initiatives, regional coordination, development and implementation of programs for children, and youth and families, including: child care subsidies to low income and working families (Referral and Subsidy Program), child care provider professional development (Recruitment and Training Program), school based services in elementary and high schools (Family Resource Schools, Family Resource Centers and Prevention and Intervention Program), Youth Opportunities Program, Circles Program and Community Mediation Services. 223 Human Services Community Relations and Human Rights • Community Relations and 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, promotes positive community relations, serves as liaison and catalyst for resolution of community issues related to human relations and human rights, administers the HRC Community Impact and Community Events Funding. Human Services Planning • Human Services Planning includes community funding, human services planning and policy development, Housing and Human Services Master Plan coordination, regional coordination of human services initiatives including the Human Services Strategic Plan, regional funding coordination, and social policy development addressing social and human services issues in the community. Senior Services • Senior Services Includes management of two senior centers, bilingual case management, resource and referral for supportive services and financial assistance, health and wellness classes and social programs, regional coordination of county- wide senior strategic plan, and administration of the Food Tax Rebate Program for low-income families and seniors and disabled. Table 6-58: Human Services Summary Budget 2011 2012 2013 Actual Approved Approved Administration 2.65 2.65 2.65 Children, Youth and Families 22.50 15.91 17.54 Community Relations and Human Rights 2.25 2.25 2.25 Human Services Planning 2.75 2.75 2.75 Senior Services 10.28 10.32 10.30 Total Staffing 40.43 33.88 35.49 EXPENDITURE Administration $ 392,766 $ 414,432 $ 433,960 Children, Youth and Families 2,526,254 2,338,229 2,546,394 Community Relations and Human Rights 265,552 287,005 292,883 Human Services Planning 2,384,829 2,395,963 2,422,752 Senior Services 1,037,418 1,049,401 1,125,906 Total Expenditure $ 6,606,819 $ 6,485,030 $ 6,821,895 General $ 6,478,846 $ 6,363,455 $ 6,713,900 Community Development Block Grant 127,972 121,575 107,995 Total Funding $ 6,606,819 $ 6,485,030 $ 6,821,895 224 Human Services 2012 Accomplishments • Implemented Wilderness Place Early Childhood Education Project • Developed a process for allocation of Education Excise Tax Funds • Opened a new Family Resource Center at Manhattan Middle School • Allocated over $2M for operating support to community non-profits • Issued 780 food tax rebates totaling $78,010 to low income and disabled seniors, families and individuals • Implemented the annual Immigrant Heritage Week. • Developed Homeless Service Provider Coordination Plan for expanded outreach, case management and service coordination in city • Hosted a study session on Homeless Issues to identify key priorities for addressing homelessness and related issues Key Initiatives for 2013 • Update the department's master plan • Implement new Grant Management System for Human Services in partnership with Boulder County and the city of Longmont. • Continue implementation of Ten Year Plan to Address Homelessness • Implement Homeless Service Providers Action Plan • Update the department's master plan 225 Table 6-59: Human Services Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 2.65 $ 392,766 2.65 $ 414,432 2.65 $ 433,960 $ 19,528 Subtotal 2.65 $ 392,766 2.65 $ 414,432 2.65 $ 433,960 $ 19,528 Children, Youth and Families Childcare Recruitment and Training 1.04 $ 141,037 1.45 $ 128,114 1.44 $ 119,619 (0.01) $ (8,495) Childcare Subsidy and Referral 2.65 531,645 2.91 526,559 2.89 540,217 (0.02) 13,658 Community Mediation 2.61 202,232 2.65 207,892 2.46 213,574 (0.19) 5,682 Early Care and Education Council of Boulder County' 3.14 103,256 - - Family Resource Schools 5.03 745,756 6.03 664,225 8.24 778,747 121 114,522 Prevention and Intervention 6.27 340,910 0.41 439,240 0.37 507,371 (0.04) 68,131 Youth Opportunities Program 1.76 461,418 2.46 372,199 2.15 386,867 (031) 14,668 Subtotal 22.50 $ 2,526,254 15.91 $ 2,338,229 17.54 $ 2,546,394 1.63 $ 208,165 Community Relations and Human Rights Community Relations 1.25 $ 54,232 1.25 $ 172,751 1.25 $ 171,801 - $ (950) Office of Human Rights 1.00 211,320 1.00 114,254 1.00 121,082 6,828 Subtotal 2.25 $ 265,552 2.25 $ 287,005 2.25 $ 292,883 $ 5,878 Human Services Planning Human Services Fund 1.75 $ 2,220,897 1.05 $ 2,207,689 1.05 $ 2,212,260 $ 4,571 Human Services Planning and Project Management 1.00 163,932 1.70 188,274 1.70 210,492 22,218 Subtotal 2.75 $ 2,384,829 2.75 $ 2,395,963 2.75 $ 2,422,752 $ 26,789 Senior Services Food Tax Rebate Program 0.27 $ 15,442 0.37 $ 23,286 0.27 $ 25,064 (0.10) $ 1,778 Senior Centers 4.71 397,913 4.39 429,008 4.19 453,273 (0.20) 24,265 Senior Resources 3.05 362,940 3.28 346,305 3.59 385,441 0.31 39,136 Seniors Health & Wellness 1.23 107,024 0.93 100,532 0.90 102,628 (0.03) 2,096 Seniors Social Programs 1.02 154,099 1.35 150,270 1.35 159,499 9,229 Subtotal 10.28 $ 1,037,418 10.32 $ 1,049,401 10.30 $ 1,125,906 (0.02) $ 76,505 Total 40.43 $ 6,606,819 33.88 $ 6,485,030 35.49 $ 6,821,895 1.61 $ 336,865 EXPENDITURE BY CATEGORY Personnel $ 2,522,544 $ 2,669,224 $ 2,949,886 $ 280,662 Operating 3,914,414 3,671,698 3,736,015 64,317 Interdepartmental Charges 169,861 144,108 135,994 (8,114) Other Financing - - - - Total $ 6,606,819 $ 6,485,030 $ 6,821,895 $ 336,865 STAFFING AND EXPENDITURE BY FUND Generale 38.14 $ 6,478,846 32.02 $ 6,363,455 33.83 $ 6,713,900 1.81 $ 350,445 Community Development Block Grant 2.29 127.972 1.86 121,575 1.66 107,995 (0.20) (13,580) Total 40.43 $ 6,606,819 33.88 $ 6,485,030 35.49 $ 6,821,895 1.61 $ 336,865 Notes: 1 City fiscal agency for the Early Childhood Council of Boulder County (ECCBC) ended with ECCBC becoming a stand alone 501c3 and move to Foothills United Way, this reflects a budget reduction of $420,436 from 2011 to 2012. 2 The general fund budget includes external grants to the Children, Youth and Families Division of $592,752 in 2012 and $755,982 in 2013. 226 City of Boulder Community Planning and Sustainability 2013 Annual Budget $7,005,523 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. Community Planning and Sustainability Administration Economic Planning Review • Environmental Regional Action Sustainability 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. 227 Community Planning and Sustainability Comprehensive Planning • Comprehensive Planning leads planning and policy development projects and programs. It includes long range planning, urban design, historic preservation and ecological planning. The division develops and implements the Boulder Valley Comprehensive Plan, prepares area plans and other special planning efforts, 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 P&DS customers, 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 the entrepreneurial spirit of our community. 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 CU, BVSD, Boulder County, other cities, state and federal agencies and legislators. Table 6-60: Community Planning and Sustainability Summary Budget 2011 2012 2013 Actual Approved Approved Administration 2.75 4.02 3.96 Regional Sustainability 1.68 1.20 1.20 Comprehensive Planning 8.08 8.16 8.16 Development Review 14.43 16.48 19.19 Economic Viatlity 1.00 1.00 2.00 LEAD 8.97 9.85 9.55 Cost Allocation and Transfers - - - Total Staffing 36.91 40.71 44.06 228 Community Planning and Sustainability EXPENDITURE Administration $ 385,707 $ 495,557 $ 530,575 Regional Sustainability 161,974 162,282 170,341 Comprehensive Planning 994,323 1,112,337 1,289,336 Development Review 1,734,653 1,790,026 2,121,567 Economic Viatiity 610,775 630,115 734,771 LEAD 3,887,837 2,984,639 1,689,351 Cost Allocation and Transfers 448,456 469,014 469,582 Total Expenditure $ 8,223,724 $ 7,643,970 $ 7,005,523 General $ 3,007,558 $ 7,643,970 $ 2,734,751 Planning and Development Services 3,328,725 - 3,779,283 Climate Action Plan 1,887,441 - 491,489 Total Funding $ 8,223,724 $ 7,643,970 $ 7,005,523 2012 Accomplishments • Continued to work towards achievement of Boulder's long-term energy goals, including support for continued analysis of municipalization for Boulder's electric utility and development of the first phase of an Energy Action Plan • Conducted a thorough review of GHG reduction efforts funded by the voter-approved CAP tax to identify potential refinements to current efforts, help shape the next generation of climate action initiatives, and inform voter consideration of a potential extension to the existing CAP tax • Continued to guide and invest in implementation of Boulder junction's transit-oriented development and new public spaces, including development of new street prototypes to better integrate land use and transportation objectives • Provided energy efficiency incentives to create sustainable buildings in Boulder junction • Partnered with other city departments to assess progress in implementation of the original Transit Village Area Plan and facilitate council discussion of options and priorities for the city-owned site at 30th and Pearl • Worked with the Colorado Chautauqua Association to develop a draft stewardship framework for collaborative planning and management efforts, and initiated discussions to define "guiding principles" for further discussions with CCA • As part of an evaluation of CAP Tax-funded programs, evaluated first year of EnergySmart services and SmartRegs implementation, working with partners to refine and enhance services • Continued to work with businesses and property owners on efficiency programs for the commercial sector and developed custom efficiency rebates and services for commercial property owners with large portfolios that serve primary employers as well as small businesses • Completed substantive work on a Commercial Energy Efficiency Strategy that includes a phased approach to requirements for energy efficiency in existing commercial buildings 229 ati0"~= Community Planning and Sustainability • Initiated a multi-department planning effort focused on the Civic Area, with particular focus on a potential year-round farmers market facility, city facilities, park amenities and flood mitigation as well as potential complementary social and cultural facilities • Conducted a study to identify the issues, trends and needs of Boulder's primary employers relative to the city's existing industrial and commercial space, and began development of a primary employer economic strategy that is consistent with the city's economic policies, sustainability framework, and core values • Developed an ordinance for disposable bags and take-out containers, and completed site review approval for 6400 Arapahoe, with Phase I development targeted for 85% completion by end of 2012 • Completed a comprehensive review of the city's Integrated Pest Management policies and programs, and implemented new pesticide approval and partial pesticide ban approach for city properties • Completed and evaluated a pilot program in the neighborhood west of 9th Street to educate landowners and increase enforcement of existing trash regulations • Completed a number of significant development reviews, including Gunbarrel Town Center, Avery Brewing, 955 Broadway, 950 28th Street, Junior Academy, 1600 Pearl, 1 1 th and Pearl, and Boulder Community Hospital Expansion Rezoning/Site Review • Completed RH-2 Zone District Changes, a comprehensive rezoning to implement 2011 BVCP Land Use Map changes including rezoning of the Goss-Grove neighborhood, community garden code changes, and initiated code projects related to Land-Use Alcohol as well as wind and solar energy. Key Initiatives for 2013 • Update Zero Waste Master Plan, develop a styrofoam container ordinance, implement the disposable bag fee ordinance, and complete Phase 1 development at 6400 Arapahoe • In partnership with community organizations and business community, develop options for increased commercial and multi-family composting • Develop a benchmarking and disclosure ordinance for energy efficiency in existing commercial buildings • Contingent on renewal of the CAP tax, enhance existing efficiency and conservation services for residential and commercial/industrial customers • Complete work on the Energy Action Plan • Develop a web portal tool for reporting on climate action progress as well as other sustainability indicators • Continue process of integrating climate action initiatives in appropriate city master plans and work efforts • Complete first phase of the Civic Area planning process • Implement next steps as identified in phase one of the Primary Employer Study 230 Community Planning and Sustainability • Implement next steps in the Sustainable Streets and Centers project • Continue to update and amend the land use code • Initiate review and update of policies and related code requirements for ADUs/OAUs • Develop scope of work for East Arapahoe planning effort • Identify obstacles to redevelopment and economic vitality in the North Broadway commercial area • Support continued revitalization efforts for University Hill • Support next steps in the Chautauqua collaborative stewardship and lease discussions Implement replacement of the Landlink Development and Information Tracking System. Table 6-61: Community Planning and Sustainability Significant Changes Between 2012 and 2013 Budget 2012 2013 Approved Approved Total 2012 2013 FfE Budget Budget Change FIFE FrE Change GENERAL FUND Civic Area Plan Consultant Support $ - $ 135,000 $ 135,000 0.00 0.00 0.00 Department Interns - 18,000 18,000 0.00 0.00 0.00 Economic Vitality Business Liaison - one year fixed term - 80,000 80,000 0.00 1.00 1.00 PLANNING AND DEVELOPMENT SERVICES FUND Department Interns-increase General Fund transfer to Planning and Development Services $ - $ 36,000 $ 36,000 0.00 0.00 0.00 Building Plan Review and Permit Issuance - two year fixed term Assistant Zoning Administrator - 81,180 81,180 0.00 1.00 1.00 Building Plan Review and Permit Issuance - two year fixed term Project Specialist - 81,180 81,180 0.00 1.00 1.00 Total Changes, Community Planning and Sustainability $ 431,360 3.00 231 Table 6-62: Community Planning and Sustainability Department Detail Page Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FfE Amount FTE Amount STAFFING AND EXPENDITURE BY PROGRAM Administration Department Administration 2.75 $ 385,707 4.02 $ 495,557 3.96 $ 530,575 (0.06) $ 35,018 Subtotal 2.75 $ 385,707 4.02 $ 495,557 3.96 $ 530,575 (0.06) $ 35,018 Regional Sustainability Regional Sustainability 1.68 $ 161,974 1.20 S 162,282 1.20 $ 170,341 $ 8,059 Subtotal 1.68 $ 161,974 1.20 $ 162,282 1.20 $ 170,341 $ 8,059 Comprehensive Planning Comprehensive Planning 5.01 $ 638,373 5.14 $ 722,443 5.28 $ 886,528 0.14 $ 164,085 Ecological Planning 1.35 149,186 1.35 183,099 1.21 178,479 (0.14) (4,620) Historic Preservation 1.72 206,764 1.67 206,795 1.67 224,329 17,534 Subtotal 8.08 $ 994,323 8.16 $ 1,112,337 8.16 $ 1,289,336 (0.00) $ 176,999 Development Review Building Permit Plan Review and Issuance (Zoning Compliance) 4.99 $ 614,257 5.44 $ 620,019 7.39 $ 835,201 1.95 $ 215,182 Building Permit Site Inspection 0.88 91,385 0.86 101,405 1.01 117,065 0.15 15,660 Development Review 6.53 784,981 8.21 865,240 8.44 921,832 0.23 56,592 Zoning Administration and Enforcement 0.49 58,904 0.48 50,677 0.82 87,144 0.34 36,467 Base Map Data Maintenance 0.25 30,053 0.24 24,412 0.24 25,362 - 950 GIS Services 0.43 51,691 0.42 42,678 0.42 43,934 - 1,256 Engineering Permits 0.62 74,531 0.60 63,755 0.64 68,491 0.04 4,736 Rental Licensing 0.24 28,851 0.23 21,840 0.23 22,539 - 699 Subtotal 14.43 $ 1,734,653 16.48 $ 1,790,026 19.19 $ 2,121,567 2.71 $ 331,541 Economic Viatlity Business Incentive Programs - $ 350,943 - $ 350,000 - $ 350,000 - $ - Economic Vitality Program and Sponsorships 1.00 259,832 1.00 280,115 2.00 384,771 1.00 104,656 Subtotal 1.00 $ 610,775 1.00 $ 630,115 2.00 $ 734,771 1.00 $ 104,656 LEAD City Organization Sustainability - $ 45,374 - $ 62,788 0.25 $ 67,368 0.25 $ 4,580 Energy Efficiency and Conservation 4.30 2,031,307 4.30 1,695,330 4.00 491,489 (0.30) (1,203,841) Transportation GHG Reductions - 82,387 - 100,000 - - - (100,000) Waste Reduction 4.67 1,728,769 5.55 1,126,521 5.30 1,130,494 (0.25) 3,973 Subtotal 8.97 $ 3,887,837 9.85 $ 2,984,639 9.55 $ 1,689,351 (0.30) $ (1,295,288) Cost Allocation and Transfers Cost Allocation and Transfers - $ 448,456 - $ 469,014 - $ 469,582 $ 568 Subtotal - $ 448,456 - $ 469,014 - $ 469,582 $ 568 Total 36.91 $ 8,223,724 40.71 $ 7,643,970 44.06 $ 7,005,523 3.35 $ (638,447) EXPENDITURE BY CATEGORY Personnel $ 3,745,022 $ 4,024,615 $ 4,459,613 $ 434,998 Operating 3,789,888 3,012,903 1,931,796 (1,081,107) Interdepartmental Charges 234,358 136,437 143,531 7,094 Capital 6,000 1,000 1,000 - Other Financing 448,456 469,014 469,582 568 Total $ 8,223,724 $ 7,643,970 $ 7,005,523 $ (638,447) 232 Table 6-62: Community Planning and Sustainability Department Detail Page (Cont.) Variance - 2012 Approved 2013 Approved 2012 Approved to 2011 Actual Budget Budget 2013 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount STAFFING AND EXPENDITURE BY FUND General 8.65 $ 3,007,558 10.40 $ 2,423,557 11.40 $ 2,734,751 1.00 $ 311,194 Planning and Development Services 23.96 3,328,725 26.01 3,425,083 28.66 3,779,283 2.65 354,200 GimateAction Ran 4.30 1,887,441 4.30 1,795,330 4.00 491,489 (0.30) (1,303,841) Total 36.91 $ 8,223,724 40.71 $ 7,643,970 44.06 $ 7,005,523 3.35 $ (638,447) 233 [This page is intentionally blank.] 234 City of Boulder FUND FINANCIALS 2013 Annual Budget 235 Table 7-01: General Fund, 2013 Fund Financial N W dl 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 32,100 $ 33,344 $ 27,856 $ 25,130 $ 26,136 $ 27,393 $ 29,030 $ 31,268 Sources of Funds Current Revenue- Sales/Use Tax' $ 41,214 $ 45,451 $ 46,815 $ 48,554 $ 50,254 $ 52,012 $ 53,833 $ 55,717 .15 Sales Tax (included in sales/use tax as of 2012)' 3,676 - - - - - - - Tax Increment (10th & Walnut) 951 963 963 - - - - - Food Service Tax 548 548 564 584 604 625 645 666 Property Tax 14,784 15,715 15,872 16,119 16,441 16,770 17,273 17,791 "De-Bruced" Property Tax Increment 3,028 3,941 3,980 4,020 4,101 4,183 4,308 4,437 Public Safety Property Tax 5,071 4,946 4,995 5,045 5,146 5,249 5,407 5,569 Cable TV Franchise & PEG Fees 1,237 1,164 1,164 1,164 1,176 1,187 1,199 1,211 Liquor Occupation Tax 622 622 641 660 680 700 721 743 Telephone Occupation Tax 772 772 772 772 772 772 772 772 Utility Occupation Tax 4,100 6,000 6,000 6,000 6,000 6,000 6,000 - Accommodation Tax 4,082 4,204 4,331 4,461 4,594 4,732 4,874 5,020 Accommodation Tax - 10th and Walnut - - - 682 702 724 745 768 Admission Tax 586 593 608 623 639 655 671 688 Xcel Franchise Fee 5 - - - - - - - Specific Ownership Tax 1,234 1,234 1,259 1,284 1,310 1,336 1,362 1,390 Tobacco Tax 343 340 340 340 340 340 340 340 NPP and Other Parking Revenue 158 143 143 143 143 143 143 143 Meters-Out of Parking Districts 491 475 475 475 475 475 475 475 Sale of Other Services 525 195 199 203 207 211 215 220 Sale of Goods 77 65 67 69 71 73 75 78 Licenses 170 230 237 244 251 259 267 275 Court Fees and Charges 2,192 2,190 2,190 2,190 2,190 2,190 2,190 2,190 Parking Violations 2,238 2,100 2,100 2,100 2,100 2,100 2,100 2,100 Other Fines & Penalties 1 2 2 2 2 2 2 2 Court Aw ards-DUI, No Ins. & Seized 146 122 126 129 133 137 141 146 Photo Enforcement Revenue 1,450 1,360 1,490 1,490 1,490 1,490 1,490 1,490 Other Governmental 366 - - - - - - - Interest Income 567 600 500 505 515 525 536 547 Rental Income 127 144 148 153 157 162 167 172 Other Revenue 371 317 500 500 500 500 500 500 Housing/Human Services Fees 308 226 219 223 227 231 236 240 Parks Fees (see Other Revenue) 212 200 201 202 203 204 205 206 Sub-Total Revenue $ 91,651 $ 94,862 $ 96,901 $ 98,936 $ 101,423 $ 103,988 $ 106,894 $ 103,895 Table 7-01: General Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Other Revenue- Grants $ 1,055 $ 593 $ 756 $ 586 $ 586 $ 559 $ 560 $ 561 Carryovers and Supplementals from Add'I Revenue - 3,028 - - - - - - Meters-Within Parking Districts 2,695 2,675 2,800 2,800 2,800 2,800 2,800 2,800 Trash Hauler Occupation Tax 1,722 1,658 1,656 1,663 1,670 1,681 1,697 1,707 Education Excise Tax (to Fund Balance Reserves) 427 - - - - - - Sub-Total Other Revenue $ 5,899 $ 7,954 $ 5,212 $ 5,049 $ 5,056 $ 5,040 $ 5,057 $ 5,068 Transfers In- Cost Allocation - Current Opr Costs-All Funds $ 7,217 $ 7,580 $ 7,557 $ 7,633 $ 7,823 $ 8,058 $ 8,300 $ 8,549 Other Transfers 1,303 28 81 83 85 88 90 92 Mall Reimbursement from CAGID (see Revenue) 44 - - - - - - - Sub-Total Transfers In $ 8,564 $ 7,608 $ 7,638 $ 7,716 $ 7,909 $ 8,146 $ 8,390 $ 8,641 Total Annual Sources $ 106,114 $ 110,424 $ 109,751 $ 111,701 $ 114,388 $ 117,173 $ 120,341 $ 117,604 Total Sources (Including Beginning Fund Balance) $ 138,214 $ 143,768 $ 137,606 $ 136,831 $ 140,524 $ 144,567 $ 149,371 $ 148,872 Uses of Funds Allocations (excluding debt, transfers and 2010 & 2011 .15% sales tax)- City Council $ 169 $ 188 $ 203 $ 209 $ 215 $ 222 $ 228 $ 235 Municipal Court 1,606 1,826 2,078 2,059 2,110 2,163 2,218 2,274 City Attorney 1,918 2,098 2,282 2,245 2,302 2,360 2,419 2,480 City Manager 1,494 1,758 1,863 1,840 1,887 1,934 1,983 2,033 West Nile Virus Program 247 250 250 250 250 250 250 250 Economic Vitality Program3 611 - - - - - - - Clean Energy Study 260 1,900 2,203 1,900 1,900 1,900 1,900 - Conference and Visitors Bureau 732 1,364 1,389 1,431 1,476 1,523 1,571 1,620 Non-departmental 61 124 114 114 114 114 114 114 Contingency 84 150 159 159 159 159 159 159 N Fuel Contingency - 190 190 190 190 190 190 190 w Extraordinary Personnel Expense - 120 120 120 120 120 120 120 V Environmental Affairs' 1,436 1,522 1,558 1,574 1,589 1,605 1,621 1,637 Waste Reduction Project (6400 Arapahoe) 467 - - - - - - - Table 7-01: General Fund, 2013 Fund Financial (Cont.) N 000 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected DUHMD/Parking Svcs 1,258 1,218 1,292 1,282 1,315 1,348 1,381 1,416 Communications 706 740 827 818 839 860 881 904 Unemployment & Volunteer Ins 143 107 107 109 112 115 118 121 Property & Casualty Ins. 1,510 1,510 1,510 1,610 1,610 1,610 1,610 1,610 Compensated Absences 682 784 844 828 849 871 892 915 Worker's Compensation (Refund) - 115 - - - - - - Information Technology 3,781 4,152 4,550 4,415 4,526 4,640 4,757 4,876 IT/Technology Funding - 404 404 404 404 404 404 404 IT/Telecommunications Funding 48 48 48 48 48 48 48 48 Human Resources 1,525 1,645 1,734 1,712 1,755 1,799 1,844 1,891 Finance 2,865 3,056 3,233 3,180 3,260 3,342 3,426 3,512 Campaign Financing 37 - 46 - 46 - 46 - Police 29,104 29,593 31,747 31,393 32,183 32,992 33,821 34,672 Fire 15,244 15,470 16,546 16,443 16,856 17,280 17,714 18,160 Public Works 3,940 1,833 1,878 1,878 1,925 1,974 2,023 2,074 Municipal Facilities Fund - 880 880 880 880 880 880 880 Equipment Replacement - 26 26 26 26 26 26 26 Facilities Renovation & Replacement - 1,469 1,550 1,469 1,469 1,469 1,469 1,469 Parks' 3,973 4,404 4,616 4,604 4,720 4,838 4,960 5,085 Arts' 175 543 559 563 577 592 607 622 Real Estate (Open Space) 207 146 152 149 153 157 160 164 Housing/Human Services' 4,740 6,521 6,887 6,927 7,101 7,279 7,462 7,650 Humane Society Bldg Loan 60 94 94 94 94 94 94 94 Community Sustainability 69 902 1,177 949 973 997 1,022 1,048 Police/Fire Old Hire Contribution 247 236 236 235 237 238 239 237 Boulder Junction Phase 1 325 - - - - - - - Carryovers and Supplementals from Add'l Revenue - 3,028 - - - - - Education Excise Tax Programs 4,466 - - - - - - Adjustment to balance Pay Period 27 Reserve - - (2,044) - - - - - Sub-Total Uses of Funds $ 84,187 $ 90,414 $ 91,308 $ 92,107 $ 94,269 $ 96,391 $ 98,659 $ 98,988 Debt- Existing Debt $ 1,682 $ 601 $ - $ - $ - $ - $ - $ - Pension Obligation Bonds 639 688 686 689 687 686 685 687 CIS Bonds - 2,755 3,995 3,995 3,995 3,994 3,995 3,334 Waste Reduction Project (6400 Arapahoe) 724 438 698 428 423 421 424 424 Sub-Total Debt $ 3,045 $ 4,482 $ 5,379 $ 5,112 $ 5,105 $ 5,101 $ 5,104 $ 4,445 Table 7-01: General Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Transfers Out- Recreation Activity Fund $ 1,482 $ 1,548 $ 1,594 $ 1,581 $ 1,621 $ 1,662 $ 1,703 $ 1,746 Planning and Development Services Fund 2,063 1,977 2,130 2,074 2,126 2,180 2,234 2,291 Affordable Housing Fund 325 325 325 325 325 325 325 325 Library Fund 6,481 6,298 6,511 6,440 6,602 6,768 6,938 7,113 Open Space Fund (Mountain Parks) 1,021 1,026 1,072 1,068 1,095 1,122 1,151 1,180 CAGID and UHGID Funds (Parking Meter Revenue) 1,664 1,775 1,875 1,750 1,750 1,750 1,750 1,750 CAGID 10th & Walnut debt/costs - - - - - - - - Utilities Fund (Fire Training Center property) 93 93 93 93 93 93 93 93 Prop and Casualty Fund 41 41 - - - - - - Transportation Fund (excess Photo Enforcement Rev) 109 - - - - - - - Fleet Fund (interfund loan for Valmont Butte) - - 145 145 145 145 145 145 Misc One-time Transfers 1,415 - - - - - - - Adjustment to balance Pay Period 27 Reserve - - (290) - - - - - Sub-Total Transfers Out $ 14,693 $ 13,083 $ 13,455 $ 13,476 $ 13,757 $ 14,045 $ 14,340 $ 14,642 .15% Sales Tax Expenditures- Fund 117 $ 2,945 $ 553 $ - $ - $ - $ - $ - $ - Sub-Total.15 Sales Tax $ 2,945 $ 553 $ - $ - $ - $ - $ - $ - Total Uses of Funds $ 104,870 $ 108,532 $ 110,142 $ 110,695 $ 113,131 $ 115,537 $ 118,103 $ 118,075 Current Surplus (Deficit) $ 1,244 $ 1,892 $ (391) $ 1,006 $ 1,257 $ 1,637 $ 2,238 $ (471) Less One-Time Expenditures $ - $ - $ (1,170) $ - $ - $ - $ - $ - Annual Surplus (Deficit) 2 $ 1,244 $ 1,892 $ 779 $ 1,006 $ 1,257 $ 1,637 $ 2,238 $ (471) Carryovers and Supplementals from Fund Balance $ - $ 6,496 $ - $ - $ - $ - $ - $ - Encumbrance Carryovers from Fund Balance - 884 - - - - - Total Carryovers $ - $ 7,380 $ - $ $ - $ - $ - $ - N Use of Pay Period 27 Reserve $ - $ - $ 2,334 $ $ - $ - $ - $ - Ending Fund Balance Before Reserves $ 33,344 $ 27,856 $ 25,130 $ 26,136 $ 27,393 $ 29,030 $ 31,268 $ 30,797 Table 7-01: General Fund, 2013 Fund Financial (Cont.) N O 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Reserves Reserved per 10% -15% reserve policy $ 10,382 $ 10,794 $ 16,758 $ 16,516 $ 16,882 $ 11,498 $ 11,754 $ 11,751 Legally restricted fund balance 1,497 1,497 1,497 1,497 1,497 1,497 1,497 1,497 Restricted by Management 1,049 2,687 2,687 2,687 2,687 2,687 2,687 2,687 Wage Accrual Reserve (PP27) 2,438 2,929 1,087 1,543 1,999 2,455 2,911 3,367 Total Designations $ 15,366 $ 17,907 $ 22,029 $ 22,243 $ 23,065 $ 18,137 $ 18,849 $ 19,302 Ending Fund Balance After Designations $ 17,978 $ 9,949 $ 3,101 $ 3,893 $ 4,329 $ 10,893 $ 12,419 $ 11,495 As of 2012 the .15% Sales Tax Fund revenues and allocations are included in total sales/use tax revenue lines and department allocation lines. 2 Due to the expiring Utilities Occupation Tax, 2018 shows an annual deficit. This w ill be addressed either through revenue or expenditure adjustments in the future. 3 Economic Vitality is included in Community Planning and Sustainability as of 2012 [This page is intentionally blank.] 241 Table 7-02: Capital Development Fund, 2013 Fund Financial N NJ CAPITAL DEVELOPMENT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 5,127,649 $ 5,907,062 $ 5,603,011 $ 5,846,870 $ 6,140,050 $ 6,434,544 $ 6,730,339 $ 7,027,427 Sources of Funds Excise Taxes $ 221,653 134,500 $ 1,000 $ - $ - $ - $ - $ - Interest - Excise Taxes 85,336 91,141 46,002 35,787 35,534 35,275 35,010 34,737 Impact Fees 489,858 72,000 324,169 324,169 324,169 324,169 324,169 324,169 Interest - Impact Fees 6,283 5,377 4,980 6,176 8,422 10,684 12,961 15,254 Total Sources of Funds $ 803,130 $ 303,018 $ 376,151 $ 366,132 $ 368,126 $ 370,128 $ 372,140 $ 374,160 Uses of Funds Cost Allocation $ 15,604 $ 16,290 $ 16,339 $ 16,821 $ 17,317 $ 17,828 $ 18,354 $ 18,895 Excise Tax Administration 5,611 5,779 5,953 6,131 6,315 6,505 6,697 6,894 Projects - Excise Tax 2,502 110,000 110,000 50,000 50,000 50,000 50,000 50,000 Adjustments to Base - Impact Fees - 475,000 - - - - - - Total Uses of Funds $ 23,717 $ 607,069 $ 132,292 $ 72,952 $ 73,632 $ 74,333 $ 75,051 $ 75,790 Ending Fund Balance Before Reserves $ 5,907,062 $ 5,603,011 $ 5,846,870 $ 6,140,050 $ 6,434,544 $ 6,730,339 $ 7,027,427 $ 7,325,797 Reserves Restricted Reserve - Excise Tax $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,001 Restricted Balance - Excise Tax 4,754,509 4,848,081 4,762,791 4,725,626 4,687,528 4,648,470 4,608,429 4,567,375 Restricted Balance - Impact Fee 652,553 254,930 584,079 914,424 1,247,016 1,581,869 1,918,999 2,258,421 Total Reserves $ 5,907,062 $ 5,603,011 $ 5,846,870 $ 6,140,050 $ 6,434,544 $ 6,730,339 $ 7,027,427 $ 7,325,797 Ending Fund Balance After Reserves $ - $ - $ - $ - $ - $ - $ - $ - Note: Excise Tax Minimum Reserve $500,000 Table 7-03: Lottery Fund, 2013 Fund Financial • 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 1,309,255 $ 1,228,134 $ 80,271 $ 80,961 $ 81,512 $ 82,066 $ 82,624 $ 83,186 Sources of Funds Intergovernmental Revenues $ 903,480 $ 855,130 $ 836,000 $ 836,000 $ 836,000 $ 836,000 $ 836,000 $ 836,000 Interest Income 22,253 15,106 690 551 554 558 562 566 Total Sources of Funds $ 925,733 $ 870,236 $ 836,690 $ 836,551 $ 836,554 $ 836,558 $ 836,562 $ 836,566 Uses of Funds Operating- Habitat Restoration - P & R $ 124,722 $ 125,000 $ 143,000 $ 143,000 $ 143,000 $ 143,000 $ 143,000 $ 143,000 Capital Refurbishment - P & R 89,363 - - - - - - - Capital- Playground and Irrigation Renovation 427,647 300,000 200,000 200,000 212,300 212,300 212,300 212,300 Tributary Greenways - Public Works 29,071 150,000 150,000 150,000 125,400 125,400 125,400 125,400 Capital Projects - OSNIP 336,051 425,000 343,000 343,000 355,300 355,300 355,300 355,300 Carryover and Encumbrances - 1,018,099 - - - - - - Total Uses of Funds $ 1,006,854 $ 2,018,099 $ 836,000 $ 836,000 $ 836,000 $ 836,000 $ 836,000 $ 836,000 Ending Fund Balance $ 1,228,134 $ 80,271 $ 80,961 $ 81,512 $ 82,066 $ 82,624 $ 83,186 $ 83,752 N W Table 7-04: Planning and Development Services Fund, 2013 Fund Financial N PLANNING AND DEVELOPMENT SERVICES 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 5,748,342 $ 5,685,979 $ 4,539,865 $ 3,778,303 $ 3,524,169 $ 3,549,547 $ 3,570,859 $ 3,588,549 Sources of Funds General Fund Transfer $ 2,063,374 $ 1,971,097 $ 2,130,365 $ 2,194,276 $ 2,260,104 $ 2,327,907 $ 2,397,745 $ 2,469,677 Restricted Funds' Transfers (Public Works) 715,159 736,614 758,712 781,473 804,918 829,065 853,937 879,555 Restricted Funds' Transfers (Excise Tax Administration) 28,055 28,897 23,811 24,525 25,261 26,019 26,799 27,603 State Historic Tax Credit 4,201 - - - - - - - Fees & Permits 5,886,278 5,518,305 5,800,290 5,992,012 6,213,105 6,395,473 6,583,976 6,778,822 Interest on Investments 95,451 154,288 90,797 75,566 70,483 70,991 71,417 71,771 Total Sources of Funds $ 8,792,518 $ 8,409,200 $ 8,803,975 $ 9,067,853 $ 9,373,871 $ 9,649,455 $ 9,933,874 $10,227,428 Uses of Funds Administrative, Financial and Communications Services $ 1,749,031 $ 1,735,931 $ 1,814,272 $ 1,819,428 $ 1,874,011 $ 1,930,231 $ 1,988,138 $ 2,047,782 Information Resources 1,071,488 1,172,452 1,259, 674 1,133,836 1,167,851 1,202,887 1,238,974 1,276,143 Comprehensive Planning 863,968 855,362 883,313 883,313 909,812 937,107 965,220 994,176 Land Use Review 961,683 1,008,035 1,325,741 1,243,116 1,105,309 1,138,468 1,172,622 1,207,801 Engineering Review 1,311,358 1,405,107 1,492,097 1,405,090 1,447,243 1,490,660 1,535,380 1,581,442 Floodplain and Wetland Management (11,602) 26,795 26,795 26,795 26,795 26,795 26,795 26,795 Building Construction, Inspection and Enforcement 1,589,966 1,371,757 1,382,521 1,387,850 1,352,236 1,392,803 1,434,587 1,477,625 Cost Allocation 1,318,989 1,379,454 1,381,124 1,422,558 1,465,234 1,509,191 1,554,467 1,601,101 Carryovers, Encumbrances and Adjustments to Base - 600,421 - - - - - - Total Uses of Funds $ 8,854,881 $ 9,555,315 $ 9,565,537 $ 9,321,987 $ 9,348,493 $ 9,628,144 $ 9,916,184 $10,212,866 Ending Fund Balance Before Reserves $ 5,685,979 $ 4,539,865 $ 3,778,303 $ 3,524,169 $ 3,549,547 $ 3,570,859 $ 3,588,549 $ 3,603,111 Reserves Operating Reserve $ 588,628 $ 551,830 $ 580,029 $ 599,201 $ 621,311 $ 639,547 $ 658,398 $ 677,882 State Historic Tax Credit Fund 10,485 10,485 10,485 10,485 10,485 10,485 10,485 10,485 Pay Period 27 Liability 230,079 282,079 52,602 100,602 148,602 196,602 244,602 292,602 Sick/Vacation/Bonus Accrual Adjustment 270,971 276,390 281,918 287,557 293,308 299,174 305,157 311,261 Total Reserves $ 1,100,163 $ 1,120,785 $ 925,034 $ 997,844 $ 1,073,705 $ 1,145,808 $ 1,218,642 $1,292,231 Ending Fund Balance After Reserves $ 4,585,817 $ 3,419,080 $ 2,853,269 $ 2,526,324 $ 2,475,842 $ 2,425,051 $ 2,369,907 $ 2,310,880 Table 7-05: Affordable Housing Fund, 2013 Fund Financial AFFORDABLE HOUSING 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 4,604,240 $ 3,938,626 $ 30,254 $ 7,001 $ 8,910 $ 11,823 $ 14,741 $ 17,663 Sources of Funds Cash In Lieu of Affordable Units $ 904,318 $ 6,376,903 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 Transfer from General Fund 324,663 324,663 324,663 324,663 324,663 324,663 324,663 324,663 Proceeds from Line of Credit Projects 156,000 156,000 156,000 156,000 - - - - Interest 73,151 50,000 55,000 30,000 20,000 20,000 20,000 20,000 Loan repayment 45,231 - - - - - - - Housing Application Fees 3,875 2,000 4,050 4,131 4,214 4,298 4,384 4,472 Other 252,900 - - - - - - - Total Sources of Funds $ 1,760,138 $ 6,909,566 $ 1,539,713 $ 1,514,794 $ 1,348,877 $ 1,348,961 $ 1,349,047 $ 1,349,135 Uses of Funds Program Wnagement $ 310,735 $ 315,291 $ 380,332 $ 395,545 $ 411,367 $ 427,822 $ 444,934 $ 462,732 Housing Authority Transfer 34,401 - - - - - - - Cost Allocation 42,145 44,091 44,130 45,895 47,731 49,640 51,626 53,691 Debt Service on BTV-Fbllard site - - - - - - - - Housing Project Grants/Funding- Acquisition, Rehabilitation and 2,038,470 6,532,787 1,138,504 1,071,445 886,866 868,581 849,564 829,785 Affordable Housing Fee Waivers - - - - - - - - Project Carryover and Encumbrances 37925,770 - - - - - - Total Uses of Funds $ 2,425,751 $ 10,817,939 $ 1,562,966 $ 1,512,885 $ 1,345,963 $ 1,346,043 $ 1,346,124 $ 1,346,207 Ending Fund Balance Before Reserves $ 3,938,626 $ 30,254 $ 7,001 $ 8,910 $ 11,823 $ 14,741 $ 17,663 $ 20,591 Reserves Sick/Vacation/Bonus Liability $ 16,512 $ 17,173 $ 2,721 $ 2,830 $ 2,943 $ 3,061 $ 3,183 $ 3,311 Pay Period 27 Reserve 10,281 13,081 4,280 6,080 8,880 11,680 14,480 17,280 Total Reserves $ 26,793 $ 30,254 $ 7,001 $ 8,910 $ 11,823 $ 14,741 $ 17,663 $ 20,591 Ending Fund Balance After Reserves $ 3,911,833 $ - $ - $ - $ - $ - $ - $ - 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. N -P lJ'I Table 7-06: Community Housing Assistance Program Fund, 2013 Fund Financial N COMMUNITY HOUSING ASSISTANCE PROGRAM Q1 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 2,002,935 $ 2,783,852 $ 39,900 $ 19,756 $ 22,293 $ 24,755 $ 27,243 $ 29,759 Sources of Funds Base Property Tax $ 1,505,468 $ 1,594,506 $ 1,570,851 $ 1,603,415 $ 1,635,484 $ 1,668,193 $ 1,718,239 $ 1,718,239 De-Bruced Property Tax 288,000 384,000 427,440 431,440 440,349 449,156 462,630 462,630 Housing Excise Tax 158,194 100,000 100,000 150,000 150,000 200,000 250,000 250,000 Interest 47,041 50,000 28,290 19,780 15,640 15,640 15,640 15,640 Loan repayment 211,760 120,000 120,000 120,000 120,000 120,000 120,000 120,000 Proceeds from Sale of Units 114,280 - - - - - - - Other - - - - - - - - Total Sources of Funds $ 2,324,744 $ 2,248,506 $ 2,246,581 $ 2,324,635 $ 2,361,473 $ 2,452,989 $ 2,566,509 $ 2,566,509 Uses of Funds Program Management $ 278,661 $ 430,845 $ 493,604 $ 513,348 $ 533,882 $ 555,237 $ 577,447 $ 600,545 Housing Authority Transfer - - - - - - - - Cost Allocation 36,891 38,658 38,629 40,174 41,781 43,452 45,190 46,998 Excise Tax Administration 5,611 5,779 5,953 6,132 6,316 6,505 6,700 6,901 Housing Project Grants/Funding: Acquisition, Rehabilitation and 1,222,663 1,755,487 1,728,539 1,762,445 1,777,032 1,845,306 1,934,656 1,909,520 Project Carryover and Encumbrances 2,761,689 - - - - - - Total Uses of Funds $ 1,543,827 $ 4,992,458 $ 2,266,725 $ 2,322,098 $ 2,359,011 $ 2,450,500 $ 2,563,993 $ 2,563,964 Ending Fund Balance Before Reserves $ 2,783,852 $ 39,900 $ 19,756 $ 22,293 $ 24,755 $ 27,243 $ 29,759 $ 32,304 Reserves Operating Reserve $ - $ - $ - $ - $ - $ - $ - $ - SicklVacation/Bonus Reserve 10,688 29,349 15,916 16,553 17,215 17,903 18,619 19,364 Pay Period 27 Reserve 8,751 10,551 3,840 5,740 7,540 9,340 11,140 12,940 Total Reserves $ 19,439 $ 39,900 $ 19,756 $ 22,293 $ 24,755 $ 27,243 $ 29,759 $ 32,304 Ending Fund Balance After Reserves $ 2,764,413 $ - $ - $ - $ - $ - $ - $ - Note: There is no requirement for a designated reserve as the CHAPallocation process allows the Housing Project Funding to function as a reserve. Table 7-07:.25 Cent Sales Tax Fund, 2013 Fund Financial .25 CENT SALES TAX 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 3,437,691 $ 3,085,100 $ 1,201,925 $ 559,298 $ 684,081 $ 908,383 $ (3,991,354) $ (8,979,842) Sources of Funds Sales Tax $ 6,764,245 $ 6,848,798 $ 7,054,262 $ 7,299,045 $ 7,536,264 $ - $ - $ - Interest 58,902 40,000 20,000 20,000 20,000 - - - Grants and Donations 212,986 - - - - - - - Other Revenue 64,824 50,000 50,000 50,000 50,000 - - - Total Sources of Funds $ 7,100,957 $ 6,938,798 $ 7,124,262 $ 7,369,045 $ 7,606,264 $ - $ - $ - Uses of Funds Land Operations and Maintenance $ 1,419,294 $ 1,569,039 $ 1,698,904 $ 1,732,882 $ 1,767,540 $ 1,802,891 $ 1,838,948 $ 1,875,727 Valmont Bike Park Operations 246,224 240,000 188,500 192,270 196,115 200,038 204,038 208,119 Dept. Administration 487,635 550,824 610,432 628,745 647,607 667,036 687,047 707,658 Planning and Project Management 192,130 158,038 199,233 205,210 211,366 217,707 224,238 230,966 Sports Field Maintenance 246,765 592,809 631,703 644,337 657,224 670,368 683,776 697,451 Civic Park Complex 94,100 75,000 75,000 75,000 75,000 - - - Historical & Cultural 20,636 50,000 50,000 50,000 50,000 - - - FAM- Ongoing and Major Maintenance 453,843 450,262 450,262 450,262 450,262 450,262 450,262 450,262 Capital Refurbishment Projects 595,950 674,908 650,000 600,000 600,000 600,000 600,000 600,000 Cost Allocation 254,706 268,161 266,705 274,706 282,947 291,436 300,179 309,184 Debt Service 2,176,700 2,194,650 2,196,150 2,190,850 2,193,900 - - - Capital Improvement Program 1,265,565 686,246 750,000 200,000 250,000 - - - Carryover and Encumbrances - 1,312,036 - - - - - - Total Uses of Funds $ 7,453,548 $ 8,821,973 $ 7,766,889 $ 7,244,262 $ 7,381,962 $ 4,899,737 $ 4,988,488 $ 5,079,369 Ending Fund Balance Before Reserves $ 3,085,100 $ 1,201,925 $ 559,298 $ 684,081 $ 908,383 $ (3,991,354) $ (8,979,842) $ (14,059,211) Reserves Pay Period 27 Reserve $ 51,311 $ 60,611 $ 21,380 $ 42,760 $ 64,140 $ 85,520 $ 106,900 $ 128,280 Sick/Vacation/Bonus Reserve 180,313 185,722 191,294 197,033 202,944 209,032 215,303 221,762 Total Reserves $ 231,624 $ 246,333 $ 212,674 $ 239,793 $ 267,084 $ 294,552 $ 322,203 $ 350,042 Ending Fund Balance After Reserves $ 2,853,477 $ 955,592 $ 346,624 $ 444,288 $ 641,300 $ (4,285,906) $ (9,302,045) $ (14,409,253) N -P V Table 7-08: Library Fund, 2013 Fund Financial N 00 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 621,955 $ 1,219,816 $ 901,625 $ 901,625 $ 901,625 $ 901,625 $ 901,625 $ 901,625 Sources of Funds Property Tax $ 746,092 $ 823,553 $ 831,789 $ 840,106 $ 856,909 $ 874,047 $ 900,268 $ 927,276 Overdue Fines and Fees 176,987 115,000 120,000 120,000 120,000 120,000 120,000 120,000 Facility Rental 6,479 8,600 8,600 8,600 8,600 8,600 8,600 8,600 Interest on Investment 20,999 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Miscellaneous and Third Party Revenues 49,384 24,000 24,000 24,000 24,000 24,000 24,000 24,000 Grants 45,907 57,509 63,390 64,975 66,599 68,264 69,971 71,720 Transfer from the General Fund 6,481,002 6,276,306 6,511,398 6,673,430 6,830,839 6,991,865 7,147,847 7,307,175 Total Sources of Funds $ 7,526,849 $ 7,319,967 $ 7,574,177 $ 7,746,111 $ 7,921,948 $ 8,101,776 $ 8,285,686 $ 8,473,771 Uses of Funds Library Administration $ 473,378 $ 644,249 $ 585,227 $ 598,512 $ 612,098 $ 625,992 $ 640,203 $ 654,735 Library Facility Operations 3,825,493 3,916,125 3,790,258 3,876,297 3,964,289 4,054,278 4,146,310 4,240,432 Programs 542,767 520,584 573,162 586,173 599,479 613,087 627,004 641,237 Library Materials 785,258 823,338 805,890 824,184 842,893 862,026 881,594 901,607 Library IT 737,567 837,818 1,221,653 1,249,385 1,277,746 1,306,750 1,336,414 1,366,750 Facility Maintenance 564,526 577,853 597,987 611,561 625,444 639,641 654,161 669,011 Carryover and Encumbrances - 303,214 - - - - - - Adjustments to Base - 14,977 - - - - - - Total Uses of Funds $ 6,928,988 $ 7,638,158 $ 7,574,177 $ 7,746,111 $ 7,921,948 $ 8,101,776 $ 8,285,686 $ 8,473,771 Ending Fund Balance Before Reserves $ 1,219,816 $ 901,625 $ 901,625 $ 901,625 $ 901,625 $ 901,625 $ 901,625 $ 901,625 Reserves Operating Reserve $ 104,585 $ 104,366 $ 106,278 $ 107,268 $ 109,111 $ 110,991 $ 113,784 $ 116,660 Total Reserves $ 104,585 $ 104,366 $ 106,278 $ 107,268 $ 109,111 $ 110,991 $ 113,784 $ 116,660 Ending Fund Balance After Reserves $ 1,115,231 $ 797,259 $ 795,347 $ 794,357 $ 792,514 $ 790,634 $ 787,841 $ 784,966 Note: Operating reserve equal 10% of Library fund revenues excluding transfers from the general fund. [This page is intentionally blank.] 249 Table 7-09: Recreation Activity Fund, 2013 Fund Financial N V1 RECREATION ACTIVITY O 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 657,596 $ 714,410 $ 648,186 $ 342,574 $ (76,571) $ (259,954) $ (400,455) $ (547,560) Sources of Funds Golf Revenue $ 1,336,784 $ 1,400,000 $ 1,428,000 $ 1,306,560 $ 1,482,691 $ 1,512,345 $ 1,542,592 $ 1,573,444 Reservoir Revenue 879,429 950,000 978,500 1,007,855 1,038,091 1,069,233 1,101,310 1,134,350 Recreation Centers 1,867,070 1,968,000 1,987,680 2,007,557 2,027,632 2,047,909 2,068,388 2,089,072 Recreation Programs 1,668,206 1,650,500 1,683,510 1,717,180 1,751,524 1,786,554 1,822,285 1,858,731 Aquatics 590,730 584,000 579,840 585,638 591,495 597,410 603,384 609,418 Sports 1,186,019 1,182,700 1,206, 354 1,230,481 1,255, 091 1,280,193 1,305,796 1,331,912 Ball Field Rentals 271,419 257,500 250,075 252,576 255,102 257,653 260,229 262,831 Access and Inclusion 223,768 82,500 70,325 71,028 71,739 72,456 73,180 73,912 Recreation Revenue (3,662) 1,740 1,757 1,775 1,792 1,810 1,828 1,847 Interest Income 12,239 7,259 4,425 2,070 1,877 2,852 4,356 6,258 Transfers - General Fund 1,482,017 1,548,474 1,593,634 1,627,000 1,664,000 1,703,000 1,742,000 1,742,000 Transfers - Worker's Compensation Fund 80,000 80,000 95,000 95,000 95,000 95,000 95,000 95,000 Transfers - Transportation Fund 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 Total Sources of Funds $ 9,607,019 $ 9,725,673 $ 9,892,100 $ 9,917,720 $ 10,249,033 $ 10,439,414 $ 10,633,350 $ 10,791,774 Uses of Funds Recreation Administration $ 641,724 $ 672,400 $ 713,809 $ 725,187 $ 740,416 $ 755,965 $ 771,840 $ 788,049 Marketing 110,185 114,500 116,905 119,359 121,866 124,425 127,038 129,706 Golf 1,229,601 1,325,541 1,398,194 1,420,957 1,444,198 1,467,927 1,492,155 1,516,891 Reservoir 721,791 772,512 826,735 841,279 856,129 871,291 886,771 902,576 Recreation Centers/ Facilities 2,082,407 2,145,313 2,308,272 2,316,204 2,364,845 2,364,507 2,414,161 2,464,859 Recreation Programs 1,976,677 2,190,006 2,200,236 2,235,249 2,182,189 2,228,015 2,274,803 2,322,574 Aquatics 986,195 1,022,194 1,041,834 1,062,394 1,081, 517 1,100,984 1,120,802 1,140,976 Sports 565,719 691,725 720,667 733,536 746,675 760,090 773,787 787,772 Ball Field Maintenance 305,682 - - - - - - - Access and Inclusion 905,485 821,352 871,061 882,699 894,580 906,712 919,098 931,744 Transfer - General Fund 24,739 - - - - - - 1 Carryover and Encumbrances - 36,354 - - - - - 1 Total Uses of Funds $ 9,550,205 $ 9,791,897 $ 10,197,713 $ 10,336,865 $ 10,432,416 $ 10,579,916 $ 10,780,455 $ 10,985,148 Table 7-09: Recreation Activity Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Ending Fund Balance Before Reserves $ 714,410 $ 648,186 $ 342,574 $ (76,571) $ (259,954) $ (400,455) $ (547,560) $ (740,934) Reserves Pay Period 27 Reserve $ 121,290 $ 170,290 $ 45,000 $ 90,000 $ 135,000 $ 180,000 $ 225,000 $ 225,000 Operating Reserve 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,001 Total Reserves $ 171,290 $ 220,290 $ 95,000 $ 140,000 $ 185,000 $ 230,000 $ 275,000 $ 275,001 Ending Fund Balance After Reserves $ 543,120 $ 427,896 $ 247,574 $ (216,571) $ (444,954) $ (630,455) $ (822,560) $ (1,015,935) N lJl Table 7-10: Climate Action Plan Fund, 2013 Fund Financial N Ul N CLIMATE ACTION PLAN 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 1,057,173 $ 1,354,159 $ 92,260 $ - $ - $ - $ - $ - Sources of Funds Climate Action Plan Tax $ 1,837,915 $ 1,780,330 $ 491,275 $ - $ - $ - $ - $ - Interest 18,583 15,000.00 214 - - - - - Miscellaneous 20,427 - - - - - - - Grant Revenue 307,355 51,299 - - - - - Total Sources of Funds $ 2,184,279 $ 1,846,629 $ 491,489 $ - $ - $ - $ - $ - Uses of Funds CAP Program Mgmt $ 136,363 $ 98,905 $ 6,750 $ - $ - $ - $ - $ - Boulder's Energy Future 393,154 289,728 - - - - - - CAP Transportation 82,134 100,000 27,000 - - - - - EECBG Grant 307,454 - - - - - - - CAP Business 409,492 625,752 240,121 - - - - CAP Residential 558,696 680,946 217,618 - - - - - Carryover, Encumbrances and Adjustments to Base - 1,313,197 - - - - - - Total Uses of Funds $ 1,887,293 $ 3,108,527 $ 491,489 $ - $ - $ - $ - $ - Ending Fund Balance Before Reserves $ 1,354,159 $ 92,260 $ 92,260 $ - $ - $ - $ - $ - Reserves Pay Period 27 - 2013 Reserve $ 9,500 $ 13,000 $ 5,700 $ - $ - $ - $ - $ - Sick, Vacation, Liability Reserve 1,637 1,694 1,753 - - - - - Emergency Reserve 50,000 50,000 50,000 - - - - - Total Reserves $ 61,137 $ 64,694 $ 57,453 $ - $ - $ - $ - $ - Ending Fund Balance After Reserves $ 1,293,022 $ 27,566 $ 34,806 $ - $ - $ - $ - $ - Note: CAPTax sunsets in March of 2013. [This page is intentionally blank.] 253 Table 7-11: Open Space and Mountain Parks Fund, 2013 Fund Financial N Ln OPEN SPACE AND MOUNTAIN PARKS 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 18,212,773 $ 15,233,306 $ 12,410,677 $ 12,949,426 $ 15,941,420 $ 21,159,116 $ 25,342,698 $ 32,443,983 Sources of Funds Net Sales Tax Revenue $ 23,818,703 $ 24,116,437 $ 24,839,930 $ 25,701,875 $ 26,537,186 $ 27,399,645 $ 28,270,954 $ 29,150,150 Investment Income 283,269 325,000 325,000 325,000 325,000 325,000 325,000 325,000 Lease and Miscellaneous Revenue 693,878 485,909 485,909 485,909 485,909 485,909 325,000 325,000 Sale of Property 5,005 - - - - - - - General Fund Transfer 1,020,565 1,025,753 1,072,174 1,082,896 1,093,725 1,104,662 1,115,709 1,126,866 Grants 25,380 45,000 - - - - - - Total Sources of Funds $ 25,846,800 $ 25,998,099 $ 26,723,013 $ 27,595,680 $ 28,441,820 $ 29,315,216 $ 30,036,663 $ 30,927,016 Uses of Funds General Operating Expenditures $ 8,837,903 $ 10,812,149 $ 11,281,871 $ 12,093,310 $ 12,456,110 $ 12,613,270 $ 12,991,668 $ 13,381,418 Increase to 2012 base - - 468,207 - - - - - Operating Supplemental and Carryover - 118,222 - - - - - - Administrative Transfer 1,018,953 1,070,853 1,066,954 1,088,293 1,110,059 1,132,260 1,154,905 1,178,003 Capital-Real Estate Acquisition CIP 6,990,772 3,400,000 3,400,000 3,400,000 3,400,000 3,400,000 3,400,000 3,400,000 Capital-Real Estate Acquisition Carryover - 1,176,542 - - - - - - Capital-Water Rights Acquisition CIP 218,532 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Capital-Water Acquisition Carryover - - - - - - - - Capital-Arapahoe Pit Augmentation - 10,000 - - - - - - Capital-South Boulder Creek Instream Flow 15,375 50,000 100,000 100,000 150,000 2,000,000 - Capital-North TSA - - 50,000 100,000 100,000 100,000 100,000 100,000 Capital-West TSA - 450,000 450,000 450,000 450,000 450,000 450,000 450,000 Capital-West TSA Carryover - 50,000 - - - - - - Capital-East TSA - - - 50,000 100,000 100,000 100,000 Capital-South TSA - - - - 50,000 100,000 Capital-South TSA Carryover - 150,000 - - - - - - Capital-Mineral Rights Acquisition - 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Capital-Mineral Acquisition Carryover - 161,184 - - - - - - Capital-Visitor Infrastructure CIP 299,635 450,000 400,000 350,000 300,000 250,000 200,000 200,000 Capital-VI CIP Carryover - 1,025,958 - - - - - - Capital-Hghway 93 Underpass 1,235 1,000,000 - - - - - - Debt Service- BMPA 4,570,376 1,734,407 1,597,457 1,500,969 1,110,243 996,341 395,842 169,282 Debt Service - Bonds & Notes 6,873,488 6,861,413 7,069,775 5,221,113 3,797,712 3,789,762 3,792,962 3,805,763 Total Uses of Funds $ 28,826,268 $ 28,820,728 $ 26,184,264 $ 24,603,685 $ 23,224,124 $ 25,131,634 $ 22,935,377 $ 23,184,466 Table 7-11: Open Space and Mountain Parks Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Ending Fund Balance Before Reserves $ 15,233,306 $ 12,410,677 $ 12,949,426 $ 15,941,420 $ 21,159,116 $ 25,342,698 $ 32,443,983 $ 40,186,533 Reserves OSBT Contingency Reserve $ 5,475,000 $ 5,475,000 $ 5,475,000 $ 5,475,000 $ 5,475,000 $ 5,475,000 $ 5,475,000 $ 5,475,000 Pay Period 27 Reserve 242,270 287,270 82,740 132,740 182,740 232,740 282,740 - Sick/Vacation/Bonus Reserve 490,000 490,000 490,000 490,000 490,000 490,000 490,000 490,000 Property and Casualty Reserve 400,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000 Acquisition Reserve - - - - 2,000,000 2,000,000 2,000,000 2,000,000 South Boulder Creek Row Reserve 800,000 1,150,000 1,450,000 1,750,000 2,000,000 - - - Arapahoe Fit Reserve 320,000 - - - - - - - Highway 93 Underpass Reserve 1,000,000 - - - - - - - Total Reserves $ 8,727,270 $ 7,802,270 $ 7,897,740 $ 8,247,740 $ 10,547,740 $ 8,597,740 $ 8,647,740 $ 8,365,000 Ending Fund Balance After Reserves $ 6,506,036 $ 4,608,407 $ 5,051,686 $ 7,693,680 $ 10,611,376 $ 16,744,958 $ 23,796,243 $ 31,821,533 N lJl lJ'I Table 7-12: Airport Fund, 2013 Fund Financial N lJ1 . . Ql 2011 2012 2013 2014 2016 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 470,997 $ 390,015 $ 328,041 $ 698,540 $ 755,235 $ 806,107 $ 834,354 $ 870,270 Sources of Funds Airport Rental $ 389,343 $ 405,678 $ 417,848 $ 514,863 $ 530,309 $ 546,219 $ 562,605 $ 579,483 Fuel Flowage Fees 8,303 8,303 8,303 8,303 8,303 8,303 8,303 8,303 Federal Grant 1,027,265 - - - - 600,000 - - State Grant 58,894 - - - - 15,789 - - Miscellaneous Revenues 541 - - - - - - - Interest on Investments 7,029 11,084 3,280 6,985 7,552 8,061 8,344 8,703 Sale of Land - - 500,000 - - - - Estimated Revenue fromATB's & Carryover - 319,440 - - - - - - Total Sources of Funds $ 1,491,374 $ 744,504 $ 929,431 $ 530,152 $ 546,165 $ 1,178,372 $ 579,252 $ 596,489 Uses of Funds Airport Management $ 338,020 $ 323,502 $ 433,948 $ 339,451 $ 349,635 $ 360,124 $ 370,927 $ 382,055 Transportation Administration 17,410 25,519 25,875 24,987 25,736 26,508 27,303 28,123 Cost Allocation 94,650 98,907 99,109 109,020 119,922 131,914 145,105 159,616 Capital Improvement Program 1,122,276 - - - - 631,578 - - Appropriations from ATBs & Carryover - 358,551 - - - - - - Total Uses of Funds $ 1,572,356 $ 806,479 $ 558,932 $ 473,458 $ 495,293 $ 1,150,124 $ 543,336 $ 569,794 Ending Fund Balance Before Reserves $ 390,015 $ 328,041 $ 698,540 $ 755,235 $ 806,107 $ 834,354 $ 870,270 $ 896,964 Reserves Designated Reserve $ 112,520 $ 111,982 $ 139,733 $ 118,364 $ 123,823 $ 129,637 $ 135,834 $ 142,448 Sick & Vacation Liability Reserve 8,703 8,964 9,233 9,510 9,795 10,089 10,392 10,704 Pay Period 27 Reserve - 2013 & 2024 4,586 5,836 1,920 3,220 4,520 5,820 7,120 8,420 Total Reserves $ 125,809 $ 126,782 $ 150,886 $ 131,094 $ 138,138 $ 145,546 $ 153,346 $ 161,572 Ending Fund Balance After Reserves $ 264,207 $ 201,259 $ 547,654 $ 624,140 $ 667,968 $ 688,809 $ 716,924 $ 735,392 [This page is intentionally blank.] 257 Table 7-13: Transportation Fund, 2013 Fund Financial N U1 TRANSPORTATION 00 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 7,584,664 $ 6,031,632 $ 5,030,836 $ 2,894,097 $ 3,459,314 $ 2,712,510 $ 3,003,004 $ 3,314,130 Sources of Funds Sales Tax $ 16,198,993 $ 16,401,480 $ 16,893,525 $ 17,479,730 $ 18,047,821 $18,634,375 $ 19,226,948 $ 19,824,906 City-Auto Registrations 247,810 246,318 246,318 246,318 246,318 246,318 246,318 246,318 County Road & Bridge 238,176 232,668 232,668 232,668 232,668 232,668 232,668 232,668 Highway User's Tax 2,420,668 2,411,944 2,411,944 2,411,944 2,411,944 2,411,944 2,411,944 2,411,944 St. Traffic Control & Hwy Maint. & Lands. 202,658 516,938 363,698 363,698 363,698 363,698 363,698 363,698 Reimbursements 260,935 200,000 200,000 200,000 200,000 200,000 200,000 200,000 External Funding 2,292,851 1,683,293 7,159,000 5,591,500 - - - - Federal/State Grants 238,587 - - - - - - - Interest on Investments 103,745 78,411 50,308 28,941 34,593 27,125 30,030 33,141 Assessment Revenues 70,093 63,398 63,398 63,398 63,398 63,398 63,398 63,398 Lease Revenue - BTV 99,038 99,038 99,038 99,038 - - - - Other Miscellaneous 194,246 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Land Disposal Estimates - 565,000 - 1,689,380 - - - - Transfers from Other Funds 109,408 158,956 - 83,685 83,685 Estimated Revenue fromATB's & Carryover - 11,470,179 - - - - - - HOP Reimbursement (RTD) 1,491,947 1,363,602 1,367,432 1,408,455 1,450,708 1,494,230 1,539,057 1,585,228 Total Sources of Funds $24,169,154 $35,506,225 $ 29,102,328 $29,913,754 $23,149,834 $23,688,756 $24,329,061 $24,976,302 Uses of Funds Operating- Transportation Planning & Operations $ 7,964,244 $ 8,370,974 $ 8,778,329 $ 8,865,986 $ 9,131,966 $ 9,405,925 $ 9,688,103 $ 9,978,746 Project Management 3,591,277 3,142,933 3,539,667 3,616,962 3,719,471 3,825,055 3,933,807 3,845,821 Transportation Maintenance 4,438,186 4,345,860 4,579,370 4,653,412 4,793,015 4,936,805 5,084,909 5,237,457 Transportation Administration 584,840 809,038 826,409 811,715 836,067 861,149 886,983 913,593 Other Programs 173,274 172,361 176,573 174,674 179,915 185,312 190,872 196,598 Transfers- Cost Allocation 1,219,851 1,280,955 1,277,316 1,315,635 1,355,105 1,395,758 1,437,630 1,480,759 Forest Glen GID 4,126 4,126 4,334 4,464 4,598 4,736 4,878 5,024 Parks & Recreation 28,000 28,000 28,000 28,000 28,000 28,000 28,000 28,000 HHS 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 2011 Capital Imrpovement Fund 2,618,000 - - - - - - - CIP- Boulder Junction 194,392 200,000 200,000 200,000 - - - - Planning & Development Services Fund 207,909 214,146 220,570 227,187 234,003 241,023 248,253 255,701 Debt Service - Boulder Transit Village 9,606 - - - - - - - Table 7-13: Transportation Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Capital Improvements Program 4,675,482 3,786,500 11,595,500 9,437,500 3,601,500 2,501,500 2,501,500 2,501,500 Appropriations from ATBs & Carryover - 14,139,127 - - - - - - Total Uses of Funds $ 25,722,186 $ 36,507,020 $ 31,239,067 $ 29,348,537 $ 23,896,638 $ 23,398,262 $ 24,017,935 $ 24,456,198 Ending Fund Balance Before Reserves $6,031,632 $ 5,030,836 $ 2,894,097 $ 3,459,314 $ 2,712,510 $ 3,003,004 $ 3,314,130 $ 3,834,234 Reserves Sick & Vacation Liability Reserve $ 165,287 $ 170,246 $ 175,353 $ 180,614 $ 186,032 $ 191,613 $ 197,361 $ 203,282 Operating Reserve 475,000 929,070 982,178 995,552 1,014,757 1,044,838 1,075,822 1,097,735 Pay Period 27 Reserve - 2013 & 2024 280,351 330,351 119,860 166,360 212,860 259,360 305,860 352,360 Total Reserves $ 920,638 $ 1,429,666 $ 1,277,391 $ 1,342,525 $ 1,413,649 $ 1,495,811 $ 1,579,043 $ 1,653,377 Ending Fund Balance After Reserves $5,110,994 $ 3,601,170 $ 1,616,706 $ 2,116,789 $ 1,298,861 $ 1,507,193 $ 1,735,087 $ 2,180,857 N lJl Table 7-14: Transportation Development Fund, 2013 Fund Financial N d'1 O TRANSPORTATION DEVELOPMENT 2011 2012 2013 2014 2015 2016 2017 2018.00 Actual Revised Approved Projected Projected Projected Projected Projected UNAPPROPRIATED FUND BALANCE Beginning Fund Balance $ 1,335,992 $ 2,382,318 $ 586,787 $ 587,774 $ 388,357 $ 382,486 $ 375,007 $ 365,844 Sources of Funds Transportation Excise Tax $ 643,648 $ 600,000 $ 606,000 $ 606,000 $ 606,000 $ 606,000 $ 606,000 $ 606,000 Interest Income 41,557 20,000 11,736 11,755 7,767 7,650 7,500 7,317 External Funding 1,617,694 - - - - - - - Reimbursements - 100,000 100,000 100,000 100,000 100,000 100,000 100,000 ATB's Total Sources of Funds $ 2,302,899 $ 720,000 $ 717,736 $ 717,755 $ 713,767 $ 713,650 $ 713,500 $ 713,317 Uses of Funds Operating Expenditures $ 117,866 $ 178,643 $ 180,621 $ 180,562 $ 182,530 $ 183,506 $ 184,511 $ 185,547 Cost Allocation 9,716 10,163 10,174 10,479 10,794 11,117 11,451 11,794 Excise Tax Administration 5,611 5,779 5,953 6,131 6,315 6,505 6,700 6,901 Capital Improvement Program 1,123,381 520,000 520,000 720,000 520,000 520,000 520,000 720,000 Appropriations from ATBs & Carryover - 1,800,946 - - - - - - Total Uses of Funds $ 1,256,573 $ 2,515,531 $ 716,748 $ 917,172 $ 719,639 $ 721,129 $ 722,663 $ 924,243 Ending Fund Balance Before Reserves $ 2,382,318 $ 586,787 $ 587,774 $ 388,357 $ 382,486 $ 375,007 $ 365,844 $ 154,918 Reserves Designated Reserve $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 No. Boulder Undergrounding 112,860 112,860 112,860 112,860 112,860 112,860 112,860 112,860 Pay Period 27 Reserve - 2013 & 2024 4,386 5,186 2,690 3,790 4,890 5,990 7,090 8,190 Total Reserves $ 142,246 $ 143,046 $ 140,550 $ 141,650 $ 142,750 $ 143,850 $ 144,950 $ 146,050 Ending Fund Balance After Reserves $ 2,240,072 $ 443,741 $ 447,224 $ 246,707 $ 239,736 $ 231,157 $ 220,894 $ 8,868 Table 7-15: Transit Pass General Improvement District Fund, 2013 Fund Financial TRANSIT PASS GENERAL IMPROVEMENT DISTRICT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Approved Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 4,718 $ 7,298 $ 7,069 $ 6,139 $ 5,139 $ 4,639 $ 4,639 $ 4,639 Sources of Funds Property Tax $ 8,205 $ 9,374 $ 9,377 $ 9,620 $ 10,443 $ 11,269 $ 11,601 $ 11,942 Specific Ownership Tax 369 369 369 369 369 369 369 369 City of Boulder - ECO Pass Subsidy 4,126 4,126 4,334 4,464 4,598 4,736 4,878 5,024 Interest on Investments 213 109 71 61 51 46 46 46 Total Sources of Funds $ 12,913 $ 13,979 $ 14,151 $ 14,514 $ 15,461 $ 16,421 $ 16,894 $ 17,382 Uses of Funds RTD ECO Pass Cost $ 9,699 $ 13,753 $ 14,446 $ 14,879 $ 15,325 $ 15,785 $ 16,259 $ 16,747 Rebate Program 635 454 635 635 635 635 635 635 Total Uses of Funds $ 10,334 $ 14,207 $ 15,081 $ 15,514 $ 15,961 $ 16,421 $ 16,894 $ 17,382 Ending Fund Balance $ 7,298 $ 7,069 $ 6,139 $ 5,139 $ 4,639 $ 4,639 $ 4,639 $ 4,639 N Table 7-16: Boulder Junction Access District (GID) - TDM Fund, 2013 Fund Financial N BOULDER • N 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ - $ 16,395 $ 31,590 $ 59,495 $ 110,566 $ 129,565 $ 95,975 Sources of Funds Property Tax $ - $ 17,601 $ 17,601 $ 17,601 $ 74,505 $ 99,735 $ 113,784 $ 152,100 Payments In Lieu of Taxes - 31,774 47,800 113,064 122,259 74,279 58,281 36,858 Interest on Investment - - 141 215 405 752 881 653 Total Sources of Funds $ - $ 49,375 $ 65,542 $ 130,880 $ 197,169 $ 174,766 $ 172,946 $ 189,611 Uses of Funds TDMAdrnin Personnel $ - $ - $ - $ 9,632 $ 10,017 $ 10,417 $ 10,834 $ 11,267 TDMAdrnin NPE - 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 TDM Programs - 32,980 - - - - - - Eco Pass - - 45,000 66,979 107,933 117,301 163,518 207,176 Car Share - - 1,200 2,035 1,667 340 1,975 1,816 Bike Share - - 1,600 1,986 3,296 3,650 5,241 6,760 Total Uses of Funds $ - $ 32,980 $ 50,347 $ 102,974 $ 146,097 $ 155,768 $ 206,536 $ 252,930 Ending Fund Balance Before Reserves $ - $ 16,395 $ 31,590 $ 59,495 $ 110,566 $ 129,565 $ 95,975 $ 32,656 Reserves Operating Reserve $ - $ 3,298 $ 5,035 $ 10,297 $ 14,610 $ 15,577 $ 20,654 $ 25,293 Total Reserves $ - $ 3,298 $ 5,035 $ 10,297 $ 14,610 $ 15,577 $ 20,654 $ 25,293 Ending Fund Balance After Reserves $ - $ 13,097 $ 26,555 $ 49,198 $ 95,957 $ 113,988 $ 75,322 $ 7,362 Note: Activity within this fund began in 2012. Table 7-17: Community Development Block Grant (CDBG) Fund, 2013 Fund Financial COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ - $ - $ - $ - $ - $ - $ - Sources of Funds Federal Grant Revenue Received $ 741,152 $ - $ - $ - $ - $ - $ - $ - Current Year Federal Grant - 799,965 719,969 719,969 719,969 719,969 719,969 719,969 Available Prior Years Grant Balances - 580,013 - - - - - - Total Sources of Funds $ 741,152 $ 1,379,978 $ 719,969 $ 719,969 $ 719,969 $ 719,969 $ 719,969 $ 719,969 Uses of Funds Program Management $ 136,292 $ 248,059 $ 116,196 $ 115,084 $ 113,927 $ 112,725 $ 111,474 $ 110,173 Cost Allocation 26,547 27,936 27,798 28,910 30,066 31,269 32,520 33,821 Community Development and Housing Activities 578,313 523,969 575,975 575,975 575,975 575,975 575,975 575,975 Program Carryover and Encumbrances - 580,013 - - - - - - Total Uses of Funds $ 741,152 $ 1,379,978 $ 719,969 $ 719,969 $ 719,969 $ 719,969 $ 719,969 $ 719,969 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. N d> W Table 7-18: Home Investment Partnership Grant Fund, 2013 Fund Financial N 61 HOME INVESTMENT PARTNERSHIP GRANT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ - $ - $ - $ - $ - $ - $ - Sources of Funds Federal Grant Revenue Received $ 784,368 $ - $ - $ - $ - $ - $ - $ - Current Year Federal Grant - 889,383 800,445 800,445 800,445 800,445 800,445 800,445 Available Prior Years Grant Balances - 2,033,741 - - - - - - Total Sources of Funds $ 784,368 $ 2,923,124 $ 800,445 $ 800,445 $ 800,445 $ 800,445 $ 800,445 $ 800,445 Uses of Funds Program Management $ 92,924 $ 60,594 $ 53,448 $ 53,010 $ 52,554 $ 52,081 $ 51,588 $ 51,076 Cost Allocation 10,455 10,957 10,948 11,386 11,841 12,315 12,808 13,320 HOME Consortium to Other Communities 630,979 417,610 375,849 375,849 375,849 375,849 375,849 375,849 Housing Activities 50,010 400,222 360,200 360,200 360,200 360,200 360,200 360,200 Program Carryover and Encumbrances - 2,033,741 - - - - - - Total Uses of Funds $ 784,368 $ 2,923,124 $ 800,445 $ 800,445 $ 800,445 $ 800,445 $ 800,445 $ 800,445 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. Table 7-19: Permanent Parks and Recreation Fund, 2013 Fund Financial PERMANENT PARKS AND RECREATION 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 2,922,811 $ 2,200,846 $ 937,032 $ 635,719 $ 268,098 $ 471,695 $ 345,010 $ 502,211 Sources of Funds Property Tax $ 2,017,498 $ 2,225,819 $ 2,248,077 $ 2,270,558 $ 2,315,969 $ 2,362,289 $ 2,433,157 $ 2,506,152 Interest 21,360 14,188 7,362 7,362 7,362 7,362 7,362 7,362 Parks Development Excise Taxes 326,607 286,437 - - - - - - Recreation Development Excise Taxes 81,657 71,613 - - - - Excise Tax - Land Acquisition 70,024 - - - - - - - Other Revenues 40,747 20,000 20,000 20,000 20,000 20,000 20,000 20,000 Transfers from Fund 260 - 230,000 - - - - - - Parkland DEf (Bldr Junction) - 117,552 223,311 23,953 17,348 40,847 23,586 Parkland DEf (City-wide) - 192,325 19,233 38,465 192,325 192,325 161,553 192,325 OSIVVPSale - Kentucky and Papini 671,333 - - - - - - - Total Sources of Funds $ 3,229,226 $ 3,040,382 $ 2,412,224 $ 2,559,696 $ 2,559,609 $ 2,599,324 $ 2,662,919 $ 2,749,425 Uses of Funds Operations and Construction Management $ 539,798 $ 753,125 $ 811,200 $ 827,424 $ 843,972 $ 860,852 $ 878,069 $ 895,630 Recreation Renovation and Refurbishment - - - - 400,000 412,000 424,360 437,091 Parks Renovation and Refurbishment - - - - - - - - Boulder Junction Transfer 66,844 192,325 136,785 261,776 216,278 209,673 57,000 215,911 Capital Refurbishment Projects 638,553 435,658 - - - - - - 2011 Capital Improvement Bond Transfer 230,000 - - - - - - - Cost Allocation 76,017 80,229 79,598 81,986 84,446 86,979 89,588 92,276 Excise Tax Collection 5,611 5,779 5,953 6,131 6,315 6,505 6,700 6,700 Capital 2,394,368 2,199,327 1,680,000 1,750,000 805,000 1,150,000 1,050,000 800,000 Carryover and Encumbrances - 637,754 - - - - - - Total Uses of Funds $ 3,951,191 $ 4,304,197 $ 2,713,536 $ 2,927,317 $ 2,356,011 $ 2,726,009 $ 2,505,717 $ 2,447,608 Ending Fund Balance Before Reserves $ 2,200,846 $ 937,032 $ 635,719 $ 268,098 $ 471,695 $ 345,010 $ 502,211 $ 804,028 Reserves Pay Period 27 Reserve $ 19,681 $ 25,181 $ 10,735 $ 5,500 $ 11,000 $ 16,500 $ 22,000 $ 27,500 Sick/Vacation/Bonus Reserve 56,675 58,375 60,126 61,930 63,788 65,701 67,672 69,703 N Total Reserves $ 76,356 $ 83,556 $ 70,861 $ 67,430 $ 74,788 $ 82,201 $ 89,672 $ 97,203 rn Ending Fund Balance After Reserves $ 2,124,491 $ 853,476 $ 564,858 $ 200,668 $ 396,907 $ 262,809 $ 412,539 $ 706,825 Table 7-20: Boulder unction Improvement Fund, 2013 Fund Financial N BOULDER JUNCTION IMPROVEMENT dl 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ 946,590 $ 1,277,922 $ 1,117,289 $ 2,195,299 $ 1,709,523 $ 1,360,332 $ 898,365 Sources of Funds Transportation DET $ - $ - $ 243,716 $ 788,181 $ 49,660 $ 63,830 $ 126,347 $ 73,806 Transportation Use Tax 5,840 257,142 75,875 - 26,836 33,663 5,664 270,510 GF Construction Use Tax 339,892 655,713 193,482 - 68,432 85,840 14,444 689,800 Developer Fees 487,000 - - - - - - - Parks Impact Fees - - 348,592 682,455 78,910 57,151 134,568 77,704 Parks Use Tax 2,433 107,143 31,615 - 11,182 14,026 2,360 112,712 Transfer - Parkland DET (Bldr Jcn) - - 117,552 223,311 23,953 17,348 40,847 23,586 Transfer - Parkland DET (Cityw ide) 66,844 192,325 19,233 38,465 192,325 192,325 161,553 192,325 Transfer - Transportation CIP 194,392 200,000 200,000 200,000 - - - - Interest on Investments 2,311 - 10,990 7,598 14,928 11,625 9,250 - Estimated Revenue from ATB's and Carryover - 93,079 - - - - - - Total Sources of Funds $ 1,098,712 $ 1,505,402 $ 1,241,055 $ 1,940,010 $ 466,225 $ 475,809 $ 495,033 $ 1,440,443 Uses of Funds Adopted Key Public Improvements Transportation Development Coordination $ 152,122 $ 125,000 $ 125,000 $ 75,000 $ 75,000 $ 75,000 $ 75,000 $ 75,000 Trafic Signals - 124,800 - - - - 532,000 - Junction Place Enhancements - Pearl to Goose Creek - - 1,082,000 - - - - - Junction Place Enhancements - Goose Creek to Bluff - - - - 877,000 - - - Parks Pocket Park - - 194,688 - - 750,000 350,000 350,000 Historic Depot - - - 787,000 - - Rail Plaza - - - - - - 374,000 Appropriations from ATBs & Carryover - 924,270 - - - - - - Total Uses of Funds $ 152,122 $ 1,174,070 $ 1,401,688 $ 862,000 $ 952,000 $ 825,000 $ 957,000 $ 799,000 Ending Fund Balance $ 946,590 $ 1,277,922 $ 1,117,289 $ 2,195,299 $ 1,709,523 $ 1,360,332 $ 898,365 $ 1,539,808 Table 7-21: 2011 Capital Improvement Bond Fund, 2013 Fund Financial 2011 CAPITAL IMPROVEMENT BOND 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ 3,177,039 $ 39,324,595 $ 18,710,743 $ 7,172,944 $ 7,172,944 $ 7,172,944 $ 7,172,944 Sources of Funds Transfer from Downtown Commercial District $ 300,000 $ - $ - $ $ - $ - $ - $ - Transfer from Facility Rennovation and Replacement Fund 40,000 - - - - - - - Transfer from Permanent Parks and Recreation Fund 230,000 - - - - - - - Transfer from Transportation Fund 2,618,000 - - - - - - Transfer fromthe General Fund 2,500 281,229 - - - - Interest Income 2,545 506,094 146,000 - - - - Capital Improvement Bond Proceeds - 54,495,675 - - - - - - Total Sources of Funds $ 3,193,045 $54,776,904 $ 506,094 $ 146,000 $ - $ - $ - $ - Uses of Funds Capital Improvement Bond Capital Projects $ 16,006 $ 15,438,848 $ 21,119,946 $ 11,683,799 $ - $ - $ - $ - Repayment to Dow ntow n Commercial - 300,000 - - - - - Repayment to Facility Rennovation and - 40,000 - - - - - - Repayment to Permanent Parks and - 230,000 - - - - - - Repayment to Transportation Fund - 2,618,000 - - - - - - Repayment to General Fund - 2,500 - - - - - - Total Uses of Funds $ 16,006 $ 18,629,348 $ 21,119,946 $ 11,683,799 $ - $ - $ - $ - Ending Fund Balance Before Reserves $ 3,177,039 $39,324,595 $ 18,710,743 $ 7,172,944 $ 7,172,944 $ 7,172,944 $ 7,172,944 $ 7,172,944 Total Reserves $ - $ - $ - $ - $ - $ - $ - $ - Ending Fund Balance After Reserves $ 3,177,039 $39,324,595 $ 18,710,743 $ 7,172,944 $ 7,172,944 $ 7,172,944 $ 7,172,944 $ 7,172,944 Note The fund balance show n in years 2015 through 2018 is expected to be spent on bond appropriate capital projects. These projects have not yet been identified, so the amount is shown in Fund Balance though appropriations for all bond proceeds have already been made. All bond proceeds have been appropriated in 2012. Expenditure amounts shown in 2013 and 2014 are anticipated carryovers of bond proceeds. N v Table 7-22: Water Utility Fund, 2013 Fund Financial N M 00 WATER UTILITY 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning of Year Fund Balance $37,601,841 $37,315,810 $ 29,271,211 $29,196,734 $31,610,699 $32,822,830 $ 31,123,522 $ 30,210,984 Sources of Funds Operating Sale of Water to General Cust $ 20,122,039 $ 20,148,607 $ 20,794,356 $ 21,460,807 $ 22,363,662 $ 23,304,508 $ 24,284,946 $ 25,306,641 Projected Rate Increase - 604,458 623,831 858,432 894,546 932,180 971,398 1,012,266 Bulk/Irrigation Water Sales 236,786 148,500 148,750 139,750 141,750 141,750 141,750 141,750 Hydroelectric Revenue 2,461,402 2,300,000 2,775,000 2,775,000 2,775,000 2,775,000 2,775,000 2,775,000 Miscellaneous Operating Revenues 96,169 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Non-Operating Plant Investment Fees 3,095,461 1,000,000 2,500,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 Connection Charges 128,303 130,000 130,000 130,000 130,000 130,000 130,000 130,000 Special Assessments 255,017 5,000 5,000 5,000 5,000 5,000 5,000 5,000 State & Federal Grants 799,049 654,105 - - - - - - Interest on Investments 612,291 420,000 439,068 437,951 632,214 820,571 778,088 906,330 Rent, assessments and other misc revenues 53,696 19,000 19,500 20,000 20,500 20,500 20,500 20,500 Sale of Real Estate - Yards Masterplan - 196,500 - - - - - - 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 19,171,728 - - - - 12,910,000 - 40,780,000 Total Sources of Funds $47,124,726 $25,743,956 $27,553,290 $27,944,725 $29,080,457 $43,157,295 $31,224,467 $ 73,195,271 Uses of Funds Operating Administration $ 868,880 $ 822,268 $ 856,126 $ 867,020 $ 893,031 $ 919,822 $ 947,417 $ 975,839 Planning and Project Management 472,945 580,209 598,131 605,742 623,915 642,632 661,911 681,768 Water Resources and Hydroelectric Operations 2,087,619 2,087,190 2,072,539 2,098,913 2,161,880 2,226,736 2,293,539 2,362,345 Water Treatment 4,348,451 4,366,823 4,542,312 4,600,114 4,738,118 4,880,261 5,026,669 5,177,469 Water Quality and Environmental Svcs 826,319 895,207 966,796 979,099 1,008,472 1,038,726 1,069,888 1,101,984 Water Conservation 342,902 439,379 461,996 467,875 481,911 496,369 511,260 526,597 System Maintenance 3,070,672 3,071,559 3,233,373 3,274,519 3,372,754 3,473,937 3,578,155 3,685,500 Windy Gap Payment 2,381,558 2,541,910 2,556,836 2,596,250 2,714,004 2,776,959 2,341,075 336,000 Sick and Vacation Accrual (98,743) 100,000 100,000 101,273 104,311 107,440 110,663 113,983 Debt BRWTP 1996 Revenue Bond; Refunding in 2006 848,752 854,690 854,438 856,594 857,709 858,531 - - Table 7-22: Water Utility Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Refunding of the 1999 and 2000 Revenue Bonds 2,507,921 2,506,088 2,511,421 2,523,521 2,522,054 2,517,388 2,524,233 2,524,650 Lakewood 2001 Rev Bond; Refunded in 2012 21,336,915 2,052,608 2,057,650 2,057,000 2,065,733 2,065,950 2,065,333 2,072,083 Projected Bond-Betasso WTPImprovements - - - - - 1,125,410 1,125,410 1,125,410 Projected Bond-NCWCD Conveyance Line - - - - - - - 2,508,360 Projected Bond - Barker Dam - - - - - 710,445 Projected Bond-Barker Dam Hydro Facility - - - - - - - 336,250 Transfers Cost Allocation 1,153,926 1,214,752 1,208,285 1,268,699 1,332,134 1,398,741 1,468,678 1,542,112 Planning & Development Services 194,526 200,362 206,373 212,564 218,941 225,509 232,274 239,243 General Fund - City Attorney - - 31,893 32,850 33,835 34,850 35,896 36,973 Capital 6,969,370 3,746,754 5,469,598 3,090,000 4,843,835 8,053,536 8,255,268 4,462,013 Projected Bond - Betasso WTP IMP - - - - - 11,996,245 - - Projected Bond - NCWCD Conveyance - - - - - - 27,374,690 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 - 8,408,756 - - - - - - Total Uses of Funds $47,312,014 $33,888,555 $ 27,727,767 $25,632,033 $27,972,637 $44,964,042 $32,247,669 $69,582,311 Sick/Vacation Accrual Adjustment $ (98,743) $ 100,000 $ 100,000 $ 101,273 $ 104,311 $ 107,440 $ 110,663 $ 113,983 Ending Fund Balance Before Reserves $37,315,810 $29,271,211 $ 29,196,734 $31,610,699 $32,822,830 $31,123,522 $30,210,984 $ 33,937,927 Reserves Bond Reserve $ 2,934,796 $ 2,934,796 $ 2,934,796 $ 2,934,796 $ 2,934,796 $ 4,060,206 $ 3,206,839 $ 6,761,904 Lakewood Pipeline Remediation Reserve 13,172,885 14,039,542 14,932,560 15,588,815 16,528,955 17,497,690 18,495,890 19,524,451 Lakewood/USFS Damage Claims Reserve 100,000 100,000 - - - - - - Sick/Vacation/Bonus Reserve 632,868 651,854 671,410 691,552 712,299 733,667 755,677 778,348 Pay Period 27 Reserve 236,947 287,947 112,400 163,400 214,400 265,400 316,400 367,400 Operating Reserve 3,912,264 4,079,915 4,208,665 4,276,229 4,420,826 4,555,496 4,569,356 4,194,953 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 Reserves $22,989,760 $24,094,054 $ 24,859,830 $25,654,792 $26,811,276 $29,112,459 $29,344,163 $ 33,627,057 fV Ending Fund Balance After Reserves $14,326,050 $ 5,177,157 $ 4,336,904 $ 5,955,907 $ 6,011,554 $ 2,011,063 $ 866,821 $ 310,870 M Note: Operating reserve levels are based on industry standards and maintained for revenue bonds, revenue fluctuations and the capital intensive nature of the utility. Table 7-23: Wastewater Utility Fund, 2013 Fund Financial N V O WASTEWATER UTILITY 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $23,529,132 $20,374,795 $ 10,157,032 $ 8,787,396 $ 8,002,117 $ 5,641,385 $ 5,702,658 $ 5,210,387 Sources of Funds Operating Sewer Charges to General Customers $12,807,155 $12,365,296 $ 12,761,728 $13,426,614 $14,126,140 $14,862,112 $15,636,428 $16,921,117 Projected Rate Increase - 370,959 638,086 671,331 706,307 743,106 1,250,914 1,353,689 Surcharge/ Pretreatment Fees 122,421 118,000 118,000 118,000 118,000 118,000 118,000 118,000 Non-Operating Plant Investment Fees 897,564 250,000 700,000 450,000 450,000 450,000 450,000 450,000 Connection Charges 5,300 10,000 10,000 10,000 10,000 10,000 10,000 10,000 Special Assessments 242,950 5,000 5,000 5,000 5,000 5,000 5,000 5,000 Federal & State Grants - 33,000 - - - - - - Interest on Investments 410,861 202,866 203,141 219,685 240,064 169,242 171,080 156,312 Rent and Other Miscellaneous Revenue 32,780 1,500 1,500 1,500 1,500 1,500 1,500 1,500 Sale of Real Estate - Yards Nlasterplan - 98,250 - - - - - - Transfer from Other Funds 567,318 - - - - - - Bond Proceeds - - - - - - - Total Sources of Funds $14,519,031 $14,022,189 $ 14,437,455 $14,902,129 $15,657,011 $16,358,959 $17,642,922 $19,015,618 Uses of Funds Operating Administration $ 532,615 $ 513,361 $ 535,433 $ 541,994 $ 558,254 $ 575,002 $ 592,252 $ 610,019 Planning and Project Management 180,451 341,994 351,533 355,841 366,516 377,511 388,837 400,502 Wastewater Quality & Environmental Svcs 944,669 1,046,496 1,113,978 1,127,629 1,161,458 1,196,301 1,232,190 1,269,156 System Maintenance 1,703,957 1,706,837 1,752,316 1,773,789 1,827,003 1,881, 813 1,938,267 1,996,415 Wastew ater Treatment 4,772,174 5,209,794 5,300,593 5,365,546 5,526,513 5,692,308 5,863,077 6,038,970 Sick/Vacation Accrual (9,717) 75,000 75,000 75,919 78,197 80,543 82,959 85,448 Debt WWTP Improvements 2005 Revenue Bond 3,550,367 3,546,533 3,544,883 3,543,496 3,519,913 3,502,288 3,480,163 3,459,525 2006 Refunding of the 1992 Marshall Landfill Bond 165,568 175,454 - - - - - - WWTP W, Digester, Headworks Imp 2010 Rev Bond 674,688 671,879 673,963 670,854 672,638 673,863 670,938 672,700 Transfers Cost Allocation 827,766 870,993 866,761 910,099 955,604 1,003,384 1,053,553 1,106,231 Planning & Development Services 195,118 200,971 207,000 213,210 219,606 226,194 232,980 239,969 General Fund - Utilities Attorney 10,631 10,950 11,279 11,617 11,966 12,325 Capital Improvement Program 1,952,061 1,650,000 1,450,000 1,174,000 3,198,960 1,157,405 2,670,970 2,617,994 Table 7-23: Wastewater Utility Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected 2011 Bond-W, Digester, Headworks IMP 2,173,934 7,226,921 - - - - - - Carryover, Encumbrances and Adjustments to Base - 1,078,719 - - - - - - Total Uses of Funds $17,663,651 $ 24,314,952 $ 15,882,091 $15,763,327 $18,095,940 $16,378,228 $18,218,152 $18,509,253 SickNacation Accrual Adjustment $ (9,717) $ 75,000 $ 75,000 $ 75,919 $ 78,197 $ 80,543 $ 82,959 $ 85,448 Ending Fund Balance Before Reserves $20,374,795 $10,157,032 $ 8,787,396 $ 8,002,117 $ 5,641,385 $ 5,702,658 $ 5,210,387 $ 5,802,199 Reserves Bond Reserves $ 840,389 $ 840,389 $ 670,139 $ 670,139 $ 670,139 $ 670,139 $ 670,139 $ 670,139 Sick/Vacation/Bonus Reserve 550,969 567,498 584,523 602,059 620,120 638,724 657,886 677,622 Pay Period 27 Reserve 191,891 237,891 103,480 142,480 181,480 220,480 259,480 298,480 Operating Reserve 2,286,758 2,491,362 2,553,311 2,593,744 2,676,107 2,761,168 2,849,020 2,939,759 Capital Reserve 500,000 500,000 500,000 500,000 500,000 500,000 500,000 500,000 Total Reserves $ 4,370,007 $ 4,637,140 $ 4,411,453 $ 4,508,422 $ 4,647,847 $ 4,790,511 $ 4,936,525 $ 5,086,000 Ending Fund Balance After Reserves $16,004,788 $ 5,519,893 $ 4,375,942 $ 3,493,695 $ 993,538 $ 912,147 $ 273,862 $ 716,199 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. N V Table 7-24: Stormwater/Flood Management Fund, 2013 Fund Financial N V N STORMWATER/FLOOD MANAGEMENT UTILITY 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $11,664,900 $13,589,968 $ 6,997,149 $ 6,729,239 $ 6,571,664 $ 5,310,033 $ 4,544,175 $ 3,460,338 Sources of Funds Operating Service Charge Fees $ 4,854,136 $ 5,136,442 $ 5,146,715 $ 5,311,719 $ 5,482,012 $ 5,657,766 $ 5,839,154 $ 6,026,357 Projected Rate Increases - - 154,401 159,352 164,460 169,733 175,175 180,791 Non-Operating Plant Investment Fees 701,347 200,000 500,000 500,000 500,000 500,000 500,000 500,000 Urban Drainage District Funds 163,119 575,000 375,000 - 250,000 250,000 250,000 257,500 State and Federal Grants 89,502 - 600,000 2,000,000 - - - - Interest on Investments 214,231 150,000 139,943 168,231 197,150 159,301 136,325 103,810 Intergovernmental Transfers (KICP) 132,769 150,000 154,500 159,135 163,909 168,826 173,891 179,108 Rent and other miscellaneous revenue 47,485 40,000 40,000 40,000 40,000 40,000 5,000 5,000 Miscellaneous nonrecurring revenue - - - - - - - - Sale of Real Estate - Yards Masterplan - 98,250 - - - - - - Projected Bonds - - - - 5,015,000 - - - Total Sources of Funds $ 6,202,589 $ 6,349,692 $ 7,110,559 $ 8,338,436 $ 11,812,532 $6,945,626 $ 7,079,545 $ 7,252,565 Uses of Funds Operating Administration $ 413,218 $ 390,931 $ 409,197 $ 413,871 $ 426,287 $ 439,075 $ 452,248 $ 465,815 Planning and Project Management 960,960 1,047,250 1,069,829 1,082,048 1,114,510 1,147,945 1,182,383 1,217,855 Stormw ater Contract Management 25,000 49,442 49,442 50,007 51,507 53,052 54,644 56,283 Storn-water Quality and Education 852,324 918,312 938,603 949,323 977,803 1,007,137 1,037,351 1,068,472 System Maintenance 727,381 787,173 826,512 835,952 861,031 886,862 913,468 940,872 Sick/Vacation Accrual 4,820 50,000 50,000 50,571 52,088 53,651 55,260 56,918 Debt Goose Creek 1998 Revenue Bond - - - - - - - - Refunding of the Goose Creek 1998 Revenue Bond 388,667 387,258 390,742 384,042 387,038 381,675 386,138 380,175 Projected Bond - South Boulder Creek - - - - 437,065 437,065 437,065 437,065 Projected Bond - Boulder Transit Village - - - - - - - - Transfers Cost Allocation 201,742 212,932 211,245 221,807 232,898 244,542 256,770 269,608 Planning & Development Services 117,606 121,134 124,768 128,511 132,366 136,337 140,428 144,640 General Fund - Utilities Attorney - - 10,631 10,950 11,278 11,617 11,965 12,324 Table 7-24: Stormwater/Flood Management Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Capital 590,623 2,147,500 3,347,500 4,419,500 3,867,380 2,966,175 3,290,922 2,616,659 Projected Bond - South Boulder Creek - - - - 4,500,000 - - - Projected Bond Issuance Costs - - - - 75,000 - - - Encumbrances, Carryover and Adjustments - 6,880,579 - - - - - - Total Uses of Funds $ 4,282,341 $ 12,992,511 $ 7,428,469 $ 8,546,583 $ 13,126,251 $ 7,765,134 $ 8,218,642 $ 7,666,686 Sick and Vacation Accrual Adjustment $ 4,820 $ 50,000 $ 50,000 $ 50,571 $ 52,088 $ 53,651 $ 55,260 $ 56,918 Ending Fund Balance Before Reserves $ 13,589,968 $ 6,997,149 $ 6,729,239 $ 6,571,664 $ 5,310,033 $ 4,544,175 $ 3,460,338 $ 3,103,136 Reserves Bond Reserves $ 324,984 $ 324,984 $ 324,984 $ 324,984 $ 762,019 $ 762,019 $ 762,019 $ 437,035 Post Flood Property Acquisition 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 1,050,000 Sick/Vacation/Bonus Reserve 64,069 65,991 67,971 70,010 72,110 74,274 76,502 78,797 Pay Period 27 Reserve 53,817 65,317 21,480 34,480 47,480 60,480 73,480 86,480 Operating Reserve 825,763 894,294 922,557 935,760 964,942 995,055 1,026,129 1,058,197 Capital Reserve 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Total Reserves $ 2,518,633 $ 2,600,586 $ 2,586,992 $ 2,615,234 $ 3,096,551 $ 3,141,827 $ 3,188,130 $ 2,910,509 Ending Fund Balance After Reserves $11,071,335 $ 4,396,563 $ 4,142,248 $ 3,956,430 $ 2,213,481 $ 1,402,348 $ 272,208 $ 192,627 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. N V W Table 7-25: Downtown Commercial District Fund, 2013 Fund Financial N V A DOWNTOWN COMMERCIAL DISTRICT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 2,399,134 $ 3,305,492 $ 2,355,733 $ 3,171,455 $ 3,484,228 $ 3,727,370 $ 3,992,919 $ 4,180,033 Sources of Funds Property/Owner. Tax $ 1,092,447 $ 1,064,829 $ 1,085,126 $ 1,106,829 $ 1,128,966 $ 1,151,545 $ 1,174,577 $ 1,198,068 Short Term Fees 1,548,332 1,429,125 1,455,125 1,468,345 1,481,697 1,495,183 1,508,803 1,522,560 Long Term Fees 2,400,656 2,454,480 2,489,160 2,588,166 2,588,166 2,691,693 2,691,693 2,714,989 Meterhood & Tokens 40,486 35,000 35,000 35,000 35,000 35,000 35,000 35,000 Interest 42,008 27,043 34,602 21,566 34,842 37,274 39,929 41,800 Rental Income 141,893 166,000 185,000 186,840 188,698 190,575 192,471 194,386 Miscellaneous 35,843 18,950 21,138 21,227 21,316 21,406 21,497 21,590 Transfers In Meters 1,350,000 1,400,000 1,475,000 1,475,000 1,475,000 1,475,000 1,475,000 1,475,000 10th/Walnut - Property, Sales, Accommodations and TIF 1,521,654 1,398,000 1,462,295 - - - - - 10th/Walnut- other Revenue 15,384 38,380 38,764 39,151 39,543 39,938 40,338 40,741 Total Sources of Funds $ 8,188,703 $ 8,031,807 $ 8,281,210 $ 6,942,124 $ 6,993,229 $ 7,137,615 $ 7,179,308 $ 7,244,134 Uses of Funds Operating:- Parking Operations $ 1,702,974 $ 1,847,177 $ 1,921,807 $ 1,977,721 $ 2,035,452 $ 2,095,065 $ 2,156,626 $ 2,220,205 Major Maintenance/Improvements - Parking 86,761 250,000 250,000 250,000 250,000 250,000 250,000 250,000 Dow ntow n & University Hill Management Division 889,966 957,423 994,184 1,025,699 1,058,310 1,092,057 1,126,982 1,163,129 Eco-Pass Program 796,720 792,173 793,125 808,988 825,167 841,671 858,504 875,674 Major Maintenance/Improvements - Downtown 480,623 225,000 225,000 227,000 229,040 231,121 233,243 235,408 Sick/Vacation Accrual 915 12,555 12,555 13,057 13,579 14,123 14,688 15,275 Capital Replacement Reserve 165,675 165,675 165,675 165,675 165,675 165,675 165,675 165,675 Debt- Series 1998 1,005,817 1,007,283 1,008,000 1,012,910 1,016,920 1,021,498 1,024,093 1,030,013 Series 2003 (10th and Walnut) 920,118 922,234 927,752 927,399 930,883 931,568 928,791 929,938 Transfers- Cost Allocation 219,053 231,199 229,373 233,960 238,639 243,412 248,280 253,246 Mall Improvements - Payback to GF 43,549 - - - - - - - Transfer to Boulder Junction - Loan 20,000 - - Carryover, Encumbrances and Adjustments - 1,667,716 - - - Excess TIF to City of Boulder 951,090 915,686 950,572 - - - - - Total Uses of Funds $ 7,283,260 $ 8,994,121 $ 7,478,043 $ 6,642,409 $ 6,763,666 $ 6,886,189 $ 7,006,883 $ 7,138,563 Less: Sick/Vacation Accrual Adjustment $ (915) $ (12,555) $ (12,555) $ (13,057) $ (13,579) $ (14,123) $ (14,688) $ (15,275) Ending Fund Balance Before Reserves $ 3,305,492 $ 2,355,733 $ 3,171,455 $ 3,484,228 $ 3,727,370 $ 3,992,919 $ 4,180,033 $ 4,300,879 Table 7-25: Downtown Commercial District Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Reserves Designated Reserve $ 412,363 $ 425,000 $ 436,235 $ 446,814 $ 457,722 $ 468,971 $ 480,572 $ 492,537 Pay Period 27 - 2013 Reserve 49,970 60,936 72,736 84,236 95,736 107,236 118,736 130,236 Sick and Vacation Liability Reserve 106,043 130,670 143,225 156,282 169,862 183,984 198,672 213,947 Reserve-CAGID 10th and Walnut Debt Service 285,089 285,089 285,089 285,089 285,089 285,089 285,089 285,089 Total Reserves $ 853,465 $ 901,695 $ 937,285 $ 972,421 $ 1,008,409 $ 1,045,280 $ 1,083,069 $ 1,121,809 Ending Fund Balance After Reserves $ 2,452,026 $ 1,454,038 $ 2,234,171 $ 2,511,806 $ 2,718,961 $ 2,947,639 $ 3,096,964 $ 3,179,070 N V VI Table 7-26: University Hill Commercial District Fund, 2013 Fund Financial N V UNIVERSITY HILL COMMERCIAL DISTRICT dl 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 685,785 $ 722,624 $ 711,945 $ 705,316 $ 684,276 $ 649,815 $ 600,995 $ 535,117 Sources of Funds UHGID Sources Property Tax $ 25,967 $ 27,575 $ 28,127 $ 28,690 $ 29,264 $ 29,849 $ 30,446 $ 31,055 Ow nership Tax 1,220 1,500 1,500 1,500 1,500 1,500 1,500 1,500 14th Street Lot-Meters 58,240 66,000 66,000 66,000 66,000 66,000 66,000 66,000 Pleasant Lot--Meters 16,856 14,500 15,000 15,000 15,000 15,000 15,000 15,000 Pleasant Lot--Permits 37,991 37,996 37,996 39,896 39,896 41,891 41,891 43,986 Parking Products - Meterhoods/Tokens 4,576 1,260 2,100 2,100 2,100 2,100 2,100 2,100 Interest and Mscellaneous 5,491 3,644 1,847 1,439 2,053 1,949 1,803 1,605 City of Boulder General Fund Transfers On-Street Meters $ 314,000 $ 260,000 $ 260,000 $ 260,000 $ 260,000 $ 260,000 $ 260,000 $ 260,000 University Ave Meters (beginning 7/1/11) - 115,000 140,000 140,000 140,000 140,000 140,000 140,000 13th & Pennsylvania Lot - Meters 55,805 - - - - - - - Parking Products - Meterhoods/Tokens 11,768 7,605 3,900 3,900 3,900 3,900 3,900 3,900 Interest and Mscellaneous 12,043 8,504 4,311 3,357 4,790 4,549 4,207 3,746 Total Sources of Funds $ 543,957 $ 543,584 $ 560,781 $ 561,882 $ 564,503 $ 566,738 $ 566,847 $ 568,892 Uses of Funds UHGID Uses Parking Operations Personnel $ 104,771 $ 103,347 $ 120,809 $ 125,641 $ 130,667 $ 135,894 $ 141,330 $ 146,983 Parking Operations NonPersonnel 75,642 51,794 76,675 78,209 79,773 81,368 82,995 84,655 Capital Major Maintenance/Improvements - 10,000 10,000 10,000 10,000 10,000 10,000 10,000 Capital Replacement Reserve 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 DUHMD/Admin Personnel 33,290 36,172 38,001 39,521 41,102 42,746 44,456 46,234 DUHMD/Adrrin Non Personnel 13,822 10,034 10,034 10,235 10,439 10,648 10,861 11,078 Eco-Pass Program - 675 675 675 675 675 675 675 Sick/Vacation Accrual 364 1,254 1,254 1,304 1,356 1,411 1,467 1,526 Cost Allocation 27,083 24,237 23,632 24,105 24,587 25,079 25,581 26,093 Table 7-26: University Hill Commercial District Fund, 2013 Fund Financial (Cont.) 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected City of Boulder General Fund Uses Parking Operations Personnel $ 39,758 $ 46,338 $ 40,840 $ 42,474 $ 44,173 $ 45,939 $ 47,777 $ 49,688 Parking Operations Non Personnel 67,372 81,468 67,586 68,938 70,316 71,723 73,157 74,620 DUHMD/Adrnin Personnel 67,589 73,440 77,154 80,240 83,450 86,788 90,259 93,870 DUHMD/Adnin Non Personnel 46,336 20,372 20,372 20,779 21,195 21,619 22,051 22,492 Special Studies and Consultants 50,000 39,000 39,000 39,000 39,000 39,000 39,000 Marketing/Economic Vitality 4,400 10,000 10,000 10,000 10,000 10,000 10,000 10,000 Sick/Vacation Accrual 243 1,069 1,069 1,112 1,156 1,202 1,251 1,301 Cost Allocation 18,055 23,286 23,632 24,105 24,587 25,079 25,581 26,093 Carryovers & Encumbrances 4,100 - - - - - - Total Uses of Funds $ 507,725 $ 556,586 $ 569,733 $ 585,337 $ 601,476 $ 618,171 $ 635,442 $ 653,309 Sick/Vacation Accrual Adjustment $ (607) $ (2,323) $ (2,323) $ (2,416) $ (2,513) $ (2,613) $ (2,718) $ (2,826) Ending Fund Balance Before Reserves $ 722,624 $ 711,945 $ 705,316 $ 684,276 $ 649,815 $ 600,995 $ 535,117 $ 453,527 Reserves Operating Reserve $ 126,931 $ 139,147 $ 142,433 $ 146,334 $ 150,369 $ 154,543 $ 158,860 $ 163,327 Pay Period 27 - Reserve 7,914 9,814 11,714 13,714 15,714 17,714 19,714 21,714 Sick/Vacation/Bonus Reserve 18,302 20,625 22,948 25,364 27,876 30,490 33,207 36,033 Total Reserves $ 153,147 $ 169,586 $ 177,095 $ 185,412 $ 193,960 $ 202,746 $ 211,782 $ 221,075 Ending Fund Balance After Reserves $ 569,477 $ 542,359 $ 528,220 $ 498,864 $ 455,856 $ 398,249 $ 323,336 $ 232,453 N V V Table 7-27: Boulder Junction Access District (GID) Parking Fund, 2013 Fund Financial N BOULDER JUNCTION ACCESS DISTRICT (GID) PARKING 00 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ - $ 1,881 $ 1,881 $ 16,120 $ - $ - $ - $ - Sources of Funds Property Tax - $ 13,021 $ 26,041 $ 26,041 $ 139,848 $ 176,879 $ 185,125 $ 261,757 Ownership Tax - 391 781 781 4,195 5,306 5,554 7,853 Interest on Investment 7 - 16 110 - - - - Short term garage parking revenue - 3,902 - 52,614 54,192 55,818 57,493 59,217 Long term garage parking revenue - - - 91,166 91,901 96,718 99,620 102,608 Transfer from CAGID for Operating Loan 20,000 - - - - - - - Transfer from GF for loan gap payement - - - 241,915 139,072 96,224 84,946 69,371 Total Sources of Funds $ 20,007 $ 17,314 $ 26,838 $ 412,627 $ 429,208 $ 430,945 $ 432,738 $ 500,806 Uses of Funds Parking Garage operations - Contract $ - $ 7,000 $ - $ 41,908 $ 41,908 $ 43,165 $ 44,460 $ 45,794 WAD - GID/ Parking - Admin Personnel - - - 9,632 10,017 10,417 10,834 11,267 BJGID/Admin NonPersonnel 18,126 10,314 10,314 2,547 2,623 2,702 2,783 2,866 Payment to CAGID for operating loan - - 2,285 2,285 2,285 2,285 2,285 2,285 Capital - - - - - - - 66,217 Lease Purchase payment to Pederson Development - - - 372,376 372,376 372,376 372,376 372,376 Total Uses of Funds $ 18,126 $ 17,314 $ 12,599 $ 428,747 $ 429,209 $ 430,945 $ 432,738 $ 500,805 Ending Fund Balance Before Reserves $ 1,881 $ 1,881 $ 16,120 $ - $ - $ - $ - $ - Reserves Operating Reserve $ - $ 1,731 $ 1,260 $ 42,875 $ 42,921 $ 43,095 $ 43,274 $ 50,081 Total Reserves $ - $ 1,731 $ 1,260 $ 42,875 $ 42,921 $ 43,095 $ 43,274 $ 50,081 Ending Fund Balance After Reserves $ 1,881 $ 150 $ 14,860 $ (42,875) $ (42,921) $ (43,095) $ (43,274) $ (50,081) Table 7-28: Telecommunications Fund, 2013 Fund Financial TELECOMMUNICATIONS 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 935,564 $ 1,093,079 $ 867,918 $ 829,078 $ 824,354 $ 812,932 $ 684,184 $ 656,252 Sources of Funds Telecom Phone System User Charges $ 617,126 $ 549,414 $ 578,515 $ 581,408 $ 584,315 $ 587,236 $ 590,172 $ 593,123 Telecommunications Planning & Deployment 24,337 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Leased Fiber Maint Payments - Outside Entity 6,198 6,000 6,000 6,000 6,000 6,000 6,000 6,000 BRAN Maintenance 91,000 106,000 106,000 106,000 1067000 106,000 106,000 106,000 Interest 13,295 16,396 13,019 12,442 12,377 12,212 10,287 9,874 Total Sources of Funds $ 751,957 $ 702,810 $ 728,534 $ 730,849 $ 733,692 $ 736,448 $ 737,459 $ 739,997 Uses of Funds Quarterly Administration Charges $ - $ 45,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 $ 15,000 Monthly Operating Charges 264,236 216,804 119,464 125,437 131,709 138,294 145,209 152,469 City Telephone Personnel Expense 127,892 195,821 121,592 124,632 127,748 130,942 134,215 137,571 CRF Network Contributions - 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Phone System HW/SW 153,004 124,229 165,194 124,229 124,229 234,378 124,229 124,229 Telecommunications Fiber Locations 2,400 25,000 25,000 25,000 25,000 25,000 25,000 25,000 BRAN Maintenance (Locate Services) 32,465 106,000 106,000 106,000 106,000 106,000 106,000 106,000 Cost Allocation 14,444 15,117 15,124 15,275 15,428 15,582 15,738 15,895 Total Uses of Funds $ 594,442 $ 927,971 $ 767,374 $ 735,573 $ 745,114 $ 865,196 $ 765,391 $ 776,164 Ending Fund Balance Before Reserves $ 1,093,079 $ 867,918 $ 829,078 $ 824,354 $ 812,932 $ 684,184 $ 656,252 $ 620,085 Reserves Operating Reserve $ 1,093,079 $ 867,918 $ 829,078 $ 824,354 $ 812,932 $ 684,184 $ 656,252 $ 620,085 Total Reserves $ 1,093,079 $ 867,918 $ 829,078 $ 824,354 $ 812,932 $ 684,184 $ 656,252 $ 620,085 Ending Fund Balance After Reserves $ - $ - $ - $ - $ - $ - $ - $ - N V Q0 Table 7-29: Property and Casualty insurance, 2013 Fund Financial N 00 PROPERTY AND CASUALTY INSURANCE O 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 4,952,786 $ 5,174,907 $ 5,055,794 $ 4,735,268 $ 4,421,195 $ 3,995,255 3,468,845 2,836,625 Sources of Funds Charges to Departments $ 1,510,000 $ 1,510,000 $ 1,510,000 $ 1,610,000 $ 1,610,000 $ 1,610,000 $ 1,610,000 $ 1,610,000 Interest on Investments 96,875 83,682 43,480 32,200 30,064 27,168 23,588 19,289 Transfer from General Fund 40,818 40,818 - - - - - - Restitution Payments 1,855 - - - - - - - Total Sources of Funds $ 1,649,549 $ 1,634,501 $ 1,553,480 $ 1,642,200 $ 1,640,064 $ 1,637,168 $ 1,633,588 $ 1,629,289 Uses of Funds Insurance Premiums: Airport $ 4,346 $ 5,291 $ 5,555 $ 5,833 $ 6,125 $ 6,431 $ 6,753 $ 7,090 Liability 271,642 302,500 317,625 333,506 350,182 367,691 386,075 405,379 Crime 9,280 9,721 10,013 10,313 10,623 10,941 11,270 11,608 Boiler 35,064 29,399 30,869 32,413 34,033 35,735 37,522 39,398 Property 409,125 490,096 514,601 540,331 567,348 595,715 625,501 656,776 AJG Broker Fee 56,185 57,570 60,449 63,471 66,644 69,977 73,476 77,149 Gallagher Bassett Fee - - - - - - - - Actuarial Valuation Expense and Consulting 14,000 13,700 14,385 15,104 15,859 16,652 17,485 18,359 Annual GaimPayments 39,424 364,545 416,989 438,446 477,799 501,689 526,773 553,112 Internal Litigation Services 87,062 93,615 105,525 109,746 114,136 118,702 123,450 128,388 Risk Management Admin - Non-Personnel 9,715 6,600 6,732 6,866 7,004 7,144 7,287 7,433 Risk Management Admin - Personnel 211,421 212,883 223,112 225,364 234,379 243,754 253,504 263,645 Transfer Out - Worker's Compensation 119,578 - - - - - - - Cost Allocation 160,586 167,693 168,151 174,877 181,872 189,147 196,713 204,581 Total Uses of Funds $ 1,427,428 $ 1,753,613 $ 1,874,006 $ 1,956,272 $ 2,066,004 $ 2,163,578 $ 2,265,808 $ 2,372,917 Ending Fund Balance Before Reserves $ 5,174,907 $ 5,055,794 $ 4,735,268 $ 4,421,195 $ 3,995,255 $ 3,468,845 $ 2,836,625 $ 2,092,997 Reserves Year-end Estimated Liabilities $ 971,476 $ 1,067,369 $ 1,143,166 $ 1,233,886 $ 1,323,953 $ 1,380,736 $ 1,437,519 $ 1,494,302 City Reserve Policy (@ 80% risk margin) 340,017 373,579 400,108 431,860 463,384 483,258 503,132 523,006 Pay Period 27 Reserve 9,400 9,400 1,150 4,150 7,150 10,150 13,150 16,150 Total Reserves $ 1,320,893 $ 1,450,348 $ 1,544,424 $ 1,669,896 $ 1,794,487 $ 1,874,144 $ 1,953,801 $ 2,033,458 Ending Fund Balance After Reserves $ 3,854,014 $ 3,605,446 $ 3,190,843 $ 2,751,299 $ 2,200,769 $ 1,594,701 $ 882,825 $ 59,539 Table 7-30: Worker's Compensation insurance Fund, 2013 Fund Financial WORKER COMPENSATION INSURANCE 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 3,785,088 $ 3,707,669 $ 3,274,525 $ 2,865,614 $ 2,502,549 $ 2,196,397 $ 1,993,220 $ 1,850,090 Sources of Funds Charges to Departments $ 1,169,955 $ 1,261,729 $ 1,406,128 $ 1,518,618 $ 1,640,108 $ 1,771,316 $ 1,859,882 $ 1,952,876 Interest Earnings 62,219 60,630 28,161 19,486 17,017 14,935 13,554 12,581 Other Revenues 61,548 - - - - - - - Transfer In - Property and Casualty 119,578 - - - - - - - Total Sources of Funds $ 1,413,299 $ 1,322,359 $ 1,434,289 $ 1,538,104 $ 1,657,125 $ 1,786,252 $ 1,873,436 $ 1,965,457 Uses of Funds Insurance Premiums & Related Expenses $ 86,875 $ 140,740 $ 147,777 $ 155,166 $ 162,924 $ 171,071 $ 179,624 $ 188,605 Consultant Services 88,631 103,550 106,656 109,856 113,151 116,546 120,042 123,644 Annual GaimPayments 770,593 976,819 1,016,408 1,055,304 1,092,208 1,092,208 1,092,208 1,092,208 Employee Wellness Program 282,766 260,000 315,375 319,782 324,278 328,863 333,541 338,311 Program Administration - Personnel 190,331 200,887 182,640 184,515 191,896 199,572 207,554 215,857 Program Administration - Non-Personnel 37,396 37,852 38,609 39,381 40,169 40,972 41,792 42,627 Cost Allocation 34,127 35,656 35,735 37,164 38,651 40,197 41,805 43,477 Total Uses of Funds $ 1,490,718 $ 1,755,503 $ 1,843,200 $ 1,901,169 $ 1,963,277 $ 1,989,429 $ 2,016,566 $ 2,044,730 Ending Fund Balance Before Reserves $ 3,707,669 $ 3,274,525 $ 2,865,614 $ 2,502,549 $ 2,196,397 $ 1,993,220 $ 1,850,090 $ 1,770,817 Reserves Year-end Estimated Liabilities $ 1,047,656 $ 1,162,355 $ 1,221,552 $ 1,279,534 $ 1,339,751 $ 1,339,751 $ 1,339,751 $ 1,339,751 Qty Reserve Policy (@ 80% risk margin) 216,865 240,607 252,861 264,864 277,328 277,328 277,328 277,328 Pay Period 27 Reserve 9,005 11,105 4,915 6,915 8,915 10,915 12,915 14,915 Total Reserves 1,273,526 1,414,067 1,479,328 1,551,313 1,625,994 1,627,994 1,629,994 1,631,994 Ending Fund Balance After Reserves $ 2,434,143 $ 1,860,457 $ 1,386,285 $ 951,237 $ 570,402 $ 365,225 $ 220,095 $ 138,822 N Table 7-31: Compensated Absences Fund, 2013 Fund Financial N 00 NJ COMPENSATED ABSENCES 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 1,192,570 $ 1,492,254 $ 1,592,402 $ 1,718,328 $ 1,868,847 $ 2,048,800 $ 2,259,497 $ 2,502,326 Sources of Funds Transfer from the General Fund $ 121,240 $ 121,240 $ 121,240 $ 121,240 $ 121,240 $ 121,240 $ 121,240 $ 121,240 1% Transfer from the General Fund 560,271 662,605 722,415 751,312 781,364 812,619 845,123 878,928 Interest on Investments 21,910 20,870 13,713 10,828 11,685 12,708 13,932 15,365 Total Sources of Funds $ 703,421 $ 804,715 $ 857,368 $ 883,380 $ 914,289 $ 946,567 $ 980,295 $ 1,015,533 Uses of Funds Retirement and Termination Payout $ 369,867 $ 669,207 $ 695,976 $ 695,976 $ 695,976 $ 695,976 $ 695,976 $ 695,976 Cost Allocation 33,870 35,361 35,466 36,885 38,360 39,894 41,490 43,150 Total Uses of Funds $ 403,737 $ 704,568 $ 731,442 $ 732,860 $ 734,336 $ 735,870 $ 737,466 $ 739,126 Ending Fund Balance $ 1,492,254 $ 1,592,402 $ 1,718,328 $ 1,868,847 $ 2,048,800 $ 2,259,497 $ 2,502,326 $ 2,778,734 Table 7-32: Fleet Operations Fund, 2013 Fund Financial FLEET OPERATIONS 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 243,446 $ 276,892 $ 539,627 $ 639,576 $ 619,283 $ 652,432 $ 686,001 $ 719,997 Sources of Funds Vehicle Charges $ 2,497,700 $ 3,161,055 $ 2,812,957 $ 3,151,849 $ 3,408,133 $ 3,501,753 $ 3,544,023 $ 3,554,582 Vehicle Acquisition Charges 281,672 545,045 751,233 363,850 274,907 298,596 377,098 490,879 Interest Earnings 2,614 1,406 4,641 4,349 4,211 4,437 4,665 4,896 Other 437,865 360,000 373,000 373,000 373,000 373,000 373,000 373,000 Total Sources of Funds $ 3,219,852 $ 4,067,506 $ 3,941,831 $ 3,893,048 $ 4,060,251 $ 4,177,786 $ 4,298,786 $ 4,423,357 Uses of Funds Operating: Operating Expenditures $ 2,947,040 $ 3,421,278 $ 3,498,250 $ 3,561,255 $ 3,666,312 $ 3,774,468 $ 3,885,815 $ 4,000,446 Emergencies - 34,986 35,934 36,994 38,085 39,209 40,366 41,556 Building Replacement - 57,055 57,055 57,055 57,055 57,055 57,055 57,055 Cost Allocation 239,367 251,577 250,643 258,037 265,649 273,486 281,554 289,860 Carryovers and Encumbrances - 39,876 - - - - - - Total Uses of Funds $ 3,186,407 $ 3,804,772 $ 3,841,882 $ 3,913,341 $ 4,027,101 $ 4,144,218 $ 4,264,789 $ 4,388,918 Ending Fund Balance Before Reserves $ 276,892 $ 539,627 $ 639,576 $ 619,283 $ 652,432 $ 686,001 $ 719,997 $ 754,437 Reserves Pay Period 27 Reserve $ 39,633 $ 56,033 $ 16,400 $ 25,900 $ 35,400 $ 44,900 $ 54,400 $ 63,900 Sick/Vacation/Bonus Reserve 172,180 178,193 188,193 198,193 208,193 218,193 228,193 238,193 Operating Reserve 65,079 305,401 434,983 395,190 408,839 422,908 437,404 452,344 Total Reserves $ 276,892 $ 539,627 $ 639,576 $ 619,283 $ 652,432 $ 686,001 $ 719,997 $ 754,437 Ending Fund Balance After Reserves $ - $ - $ - $ - $ - $ - $ - $ - N 00 W Table 7-33: Fleet Replacement Fund, 2013 Fund Financial N 00 FLEET REPLACEMENT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 9,492,439 $ 10,053,217 $ 9,706,800 $ 7,153,525 $ 7,966,648 $ 9,620,700 $ 11,097,042 $11,842,928 Sources of Funds Equipment Replacement Charges $ 4,778,483 $ 4,684,872 $ 4,740,164 $ 4,457,166 $ 4,486,023 $ 4,523,196 $ 4,545,877 $ 4,548,227 Sale of Assets 171,677 271,172 371,861 182,671 132,879 148,007 174,344 249,907 Interest Earnings 175,156 153,888 83,478 48,644 54,173 65,421 75,460 80,532 Other 28,857 174,008 174,008 174,008 145,151 145,151 145,151 145,151 Total Sources of Funds $ 5,154,173 $ 5,283,940 $ 5,369,511 $ 4,862,488 $ 4,818,226 $ 4,881,775 $ 4,940,832 $ 5,023,818 Uses of Funds Operating: Equipment Purchases $ 4,295,516 $ 4,242,896 $ 7,762,333 $ 3,888,498 $ 2,999,069 $ 3,235,963 $ 4,020,982 $ 5,158,786 Support Services 29,385 55,985 59,750 57,699 59,401 61,153 62,957 64,814 Building Replacement 188,705 17,155 17,155 17,155 17,155 17,155 17,155 17,155 Cost Allocation 79,789 83,859 83,548 86,013 88,550 91,162 93,852 96,620 Carryovers and Encumbrances - 663,144 - - - - - - Adjustments to Base - 567,318 - - - - - - Total Uses of Funds $ 4,593,395 $ 5,630,357 $ 7,922,786 $ 4,049,365 $ 3,164,175 $ 3,405,433 $ 4,194,946 $ 5,337,375 Ending Fund Balance $10,053,217 $ 9,706,800 $ 7,153,525 $ 7,966,648 $ 9,620,700 $11,097,042 $11,842,928 $11,529,372 Note: Minimum Fund Balance: 10% Value of Fleet = $3.1 million Table 7-34: Computer Replacement Fund, 2013 Fund Financial COMPUTER REPLACEMENT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 5,235,397 $ 5,887,355 $ 5,841,770 $ 5,367,276 $ 5,090,183 $ 4,693,941 $ 4,666,377 $ 4,844,735 Sources of Funds Transfer In - Worksation contributions $ 1,702,882 $ 1,695,704 $ 1,742,669 $ 1,751,382 $ 1,760,139 $ 1,768,940 $ 1,777,785 $ 1,786,674 Charges to External entities 1,225 - - - - - - Misc Used Equipment Sales 7,182 - - - - - - - Interest 81,876 88,310 87,627 80,509 76,353 70,409 69,996 72,671 Total Sources of Funds $ 1,793,165 $ 1,784,014 $ 1,830,296 $ 1,831,891 $ 1,836,492 $ 1,839,349 $ 1,847,780 $ 1,859,345 Uses of Funds Computer Replacements $ 463,768 $ 515,970 $ 425,000 $ 383,978 $ 329,124 $ 345,581 $ 362,860 $ 381,003 Departmental Surplus - 400,000 - - - - - - City-Wide Replacements 665,151 900,800 1,866,922 1,712,011 1,890,484 1,508,076 1,293,174 2,454,647 Cost Allocation 12,288 12,829 12,867 12,996 13,126 13,257 13,389 13,523 Total Uses of Funds $ 1,141,207 $ 1,829,599 $ 2,304,789 $ 2,108,985 $ 2,232,734 $ 1,866,913 $ 1,669,423 $ 2,849,173 Ending Fund Balance Before Reserves $ 5,887,355 $ 5,841,770 $ 5,367,276 $ 5,090,183 $ 4,693,941 $ 4,666,377 $ 4,844,735 $ 3,854,906 Reserves Replacement Reserve Beginning Reserve Requirement $ 2,407,500 $ 3,035,644 $ 3,563,389 $ 3,138,588 $ 3,073,829 $ 2,854,121 $ 3,137,797 $ 3,749,571 Annual Increase to Replacement Reserve 849,463 688,683 690,017 738,318 790,000 845,301 965,913 1,033,527 Decrease for Replacement Purchases (221,318) (160,938) (1,114,818) (803,078) (1,009,708) (561,625) (354,139) (1,413,351) Total Reserves $ 3,035,644 $ 3,563,389 $ 3,138,588 $ 3,073,829 $ 2,854,121 $ 3,137,797 $ 3,749,571 $ 3,369,747 Ending Fund Balance After Reserves $ 2,851,711 $ 2,278,381 $ 2,228,688 $ 2,016,354 $ 1,839,820 $ 1,528,581 $ 1,095,164 $ 485,159 N 00 V1 Table 7-35: Equipment Replacement Fund, 2013 Fund Financial N 00 EQUIPMENT REPLACEMENT Q1 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 4,942,223 $ 5,655,568 $ 3,515,587 $ 3,470,239 $ 2,871,289 $ 3,073,503 $ 3,314,536 $ 3,155,054 Sources of Funds Contributions: General Fund (GF) $ 283,304 $ 183,086 $ 218,527 $ 225,083 $ 231,835 $ 238,790 $ 245,954 $ 253,333 Contributions: Restricted Funds (RF) 875,953 589,948 522,316 537,985 554,125 570,749 587,871 605,507 Interest on Investment 83,285 80,851 30,234 23,598 19,525 20,900 22,539 21,454 Total Sources of Funds $ 1,242,542 $ 853,885 $ 771,077 $ 786,666 $ 805,485 $ 830,439 $ 856,364 $ 880,294 Uses of Funds Equipment Purchases: General Fund $ 175,946 $ 88,898 $ 234,442 $ 132,653 $ 242,792 $ 237,282 $ 141,852 $ 134,081 Equipment Purchases: Restricted Funds 312,290 2,576,023 521,905 1,193,796 299,567 289,415 809,436 150,000 Support Services 23,782 39,801 42,089 40,646 41,845 43,079 44,350 45,658 Cost Allocation 17,181 17,946 17,990 18,521 19,067 19,630 20,209 20,805 Carryovers & Encumbrances: GF - 122,826 - - - - - - Carryovers & Encumbrances: RF - 6,467 - - - - Adjustments to Base: RF - 141,906 - - - - - - Total Uses of Funds $ 529,199 $ 2,993,866 $ 816,426 $ 1,385,616 $ 603,271 $ 589,406 $ 1,015,847 $ 350,544 Ending Fund Balance Before Reserves $ 5,655,568 $ 3,515,587 $ 3,470,239 $ 2,871,289 $ 3,073,503 $ 3,314,536 $ 3,155,054 $ 3,684,806 Reserves Pay Period 27 Reserve $ 885 $ 1,140 $ 255 $ 505 $ 755 $ 1,005 $ 1,255 $ 1,505 Restricted Balance: GF 1,477,332 1,454,702 1,431,257 1,514,376 1,492,593 1,483,165 1,576,277 1,683,763 Restricted Balance: RF 4,177,351 2,059,745 2,038,727 1,356,408 1,580,155 1,830,366 1,577,522 1,999,538 Total Reserves $ 5,655,568 $ 3,515,587 $ 3,470,239 $ 2,871,289 $ 3,073,503 $ 3,314,536 $ 3,155,054 $ 3,684,806 Ending Fund Balance After Reserves $ - $ - $ - $ - $ - $ - $ - $ - Table 7-36: Facility Renovation and Replacement Fund, 2013 Fund Financial FACILITY RENOVATION AND REPLACEMENT 2011 2012 2013 2014 2015 2016 2017 2018 Actual Revised Approved Projected Projected Projected Projected Projected Beginning Fund Balance $ 11,482,785 $ 7,688,579 $ 2,356,945 $ 2,609,297 $ 3,084,508 $ 3,524,373 $ 2,938,854 $ 2,839,103 Sources of Funds General Fund (GF) $ 50,729 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ 25,000 Restricted Funds (RF) 440,547 456,747 456,747 456,747 456,747 456,747 456,747 456,747 Transfers From kbjor Wintenance 1,343,079 1,468,841 1,549,778 1,468,841 1,468,841 1,468,841 1,468,841 1,468,841 Energy Performance Contract 119,830 10,935,686 825,000 710,000 710,000 710,000 710,000 700,000 Other Revenues 3,197,215 507,159 - - - - - - Interest Earnings 86,444 32,567 20,270 17,743 20,975 23,966 19,984 19,306 Total Sources of Funds $ 5,237,843 $13,426,000 $ 2,876,795 $ 2,678,331 $ 2,681,563 $ 2,684,554 $ 2,680,572 $ 2,669,894 Uses of Funds Operating- Operating Project Expenses: GF $ 769,806 $ 394,000 $ 394,000 $ 394,000 $ 394,000 $ 394,000 $ 394,000 $ 394,000 Operating Project Expenses: RF 177,290 200,000 200,000 200,000 200,000 200,000 200,000 200,000 Energy Performance Contract 7,017,837 9,642,765 - - - - - - Support Services 24,181 22,320 23,716 22,902 23,577 24,273 24,989 25,726 Transfers to Other Funds- Cost Allocation 43,952 45,967 46,022 47,380 48,777 50,216 51,698 53,223 Debt Payments- Energy Efficiency Lease 492,294 695,829 850,705 856,839 875,344 900,583 929,637 957,061 Capital Improvements Program: GF 506,689 1,755,000 910,000 582,000 570,000 1,651,000 1,130,000 700,000 Capital Improvements Program: RF - - 200,000 100,000 130,000 50,000 50,000 50,000 Carryover and Encumbrances: GF - 5,421,290 - - - - - - Adjustments to Base: GF - 113,049 - - - - Carryover and Encumbrances: RF - 145,963 - - - - - - Adjustments to Base: RF - 321,452 - - - - - - Total Uses of Funds $ 9,032,049 $ 18,757,633 $ 2,624,443 $ 2,203,121 $ 2,241,698 $ 3,270,072 $ 2,780,324 $ 2,380,010 Ending Fund Balance Before Reserves $ 7,688,579 $ 2,356,945 $ 2,609,297 $ 3,084,508 $ 3,524,373 $ 2,938,854 $ 2,839,103 $ 3,128,987 Reserves Pay Period 27 Reserve $ 3,351 $ 3,828 $ 890 $ 1,490 $ 2,090 $ 2,690 $ 3,290 $ 3,890 Departmental Annual Balance: GF 6,068,384 947,418 1,143,023 1,461,487 1,774,605 982,339 675,841 758,978 Departmental Annual Balance: RF 1,509,713 1,298,568 1,358,253 1,514,400 1,640,547 1,846,694 2,052,841 2,258,988 000 Dushanbe Teahouse Balance 107,131 107,131 107,131 107,131 107,131 107,131 107,131 107,131 $ 7,688,579 $ 2,356,945 $ 2,609,297 $ 3,084,508 $ 3,524,373 $ 2,938,854 $ 2,839,103 $ 3,128,987 Ending Fund Balance After Reserves $ - $ - $ - $ - $ - $ - $ - $ - [This page is intentionally blank.] 288 City of Boulder FEES, RATES, AND CHARGES 2013 Annual Budget jo , Purpose of Section This section will provide a summary accounting of each fee, rate, or user charge (a "fee"), organized by department, for which an increase or decrease has been approved for 2013. The information shows what the city charges in 2012 and the percent change in the fee effective January 1, 2013. 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. Since the city has a portion of its fees set in the Boulder Revised Code, and the rest set administratively (and often with the review of city boards or commissions), this section provides fee information for both codified and non-codified fees. Changes to Fees by Department For 2013, eight departments /divisions updated schedules of selected city fees, rates, and charges, or discussions of new fees that may be adopted in the future: • Downtown and University Hill Management Division - Parking Services (DUHMD/PS) • Finance - Tax and License • Housing • Municipal Court • Parks and Recreation • Public Works - Development and Support Services • Public Works - Transportation • 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 Transforming Boulder Business Initiative (TBBI) has made significant progress toward replacement of the city's financial, human resources and payroll software sometime in 2014 or 2015. The city's capital facility impact fees, development excise taxes, and plant investment fees were last updated in 2010. Fees have been analyzed for the 2013 budget in specific areas as part of annual program evaluations. Examples include fee reviews undertaken in Parks and Recreation and in Public Works - Development and Support Services. A selective fee review strategy will continue during 2013 and 289 Fees, Rates, and Charges 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 inspections, development review, vehicle parN'_.ng, 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. Despite increases in fees for 2013, some revenues are projected to decrease due to reduced frequency of use. For the 2014 budget, these services will be evaluated to determine if it still makes sense to continue the annual CPI increase. For instance, the downtown news box use has declined as online news has become more prevalent. Another fee to be examined more closely in the 2014 budget is the fee to advertise on Pearl Street 2 90 Fees, Rates, and Charges Mall kiosks. There are seven kiosks with four panels each for a total of 28 panels for sale. The fee for 2013 is $1950 per panel annually ($162.50 per month per panel). The fee was originally set according to market rate comparison, and the comparison will be updated. Advertising preferences are shifting and have changed over the years. The fees updated in 2013 are shown in Table 8-01. Table 8-01: Downtown and University Hill Management Division - Parking Services Proposed Fee Changes FEE PAID BY TYPICAL BUSINESS Approved 2012 Approved 2013 Percent B.R.C. Level Level Units Change Section Mall Permits/Fees lvbbile Vending Carts $ 1,970.00 $ 2,025.00 annual fee 3% 4-20-11 W11 Kiosk Advertising 1,898.00 1,950.00 annual fee 3% 4-20-11 Ambulatory/Personal Service Permit 98.50 101.00 monthly fee 3% 4-20-11 Dectricity Event Fee 17.00 17.50 per day 3% 4-20-11 Entertaining Vending Permit 13.50 14.00 per month 4% 4-20-11 New sbox on mall 63.50 65.00 annual per box fee 2% 4-20-11 Newsbox off mall 91.50 94.00 annual per box fee 3% 4-20-11 Finance-Tax and License Division Special Event Liquor Permit Fee Alcohol and Fermented Malt Beverage License and Application fees are dictated by the state liquor code and the city of Boulder application and license fees in this area of processing are currently set at the maximum allowable, which defrays the full cost of application processing. The one exception is Special Event Liquor Permit Fees for which the city is at the lowest fee possible. At the end of 2011, the city of Boulder began to locally process nonprofit alcohol permits for short term events as allowed by the Beverage Licensing Authority and the option presented in the state liquor code. The change has improved the timeliness of permit issuance, but it also has required that Tax and License Division staff complete a more thorough review of submitted permit applications. Before 2011, nonprofits that were seeking these exempt alcohol permits were paying $50 per event day, $25 to the city and $25 to the state. Today, because the city is now completing the state's portion of the review, the fee update will charge the same $50 per event day that was previously charged. 291 Fees, Rates, and Charges 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 $75. 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 $395. The city does not complete background checks as part of this license review process. Dog License Fees in Chapter The Finance Department assumed responsibility for dog licensing from OSMP in 2012. This combination of licensing tasks made sense to bundle together into one intake office, because the Finance Department already handles and processes several other miscellaneous license types. The Department is seeking no increase in dog license fees because this is a new function, other than the change to pro-ration described below. The fee is not shown in Table 8-2 because the annual fee level is unchanged. Changes in Pro Ration of Fee Applicants may pro-rate their license fee by paying for the remaining months in a calendar year at a rate of approximately $1.25 for each month of license term for the 1 year dog license and $1 to $2 for each month of license term for the 3 year dog license. The city has removed the need for calculation of the pro-ration and instead require a 25 percent payment when a dog license is applied for in the last 4 months of any given year. The city has adopted the following code change: "The fees prescribed in subsection (a) of this section shall be reduced for the last quarter of the annual license term, for all licenses, except renewals." 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 $52. 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. 292 Fees, Rates, and Charges Secondhand Dealer and Pawnbroker License Fees The city will increase the secondhand dealer license fee to $105 and the pawnbroker license fee to $1,980 which is the increase in the CPI. 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. Medical Marijuana Businesses The division is participating in an audit review organized by the City Attorney's Office to determine if this new licensing project has paid for itself through license fees, separate from tax dollars, as directed by the City Council. This coordination of several different department financial costs is necessary given the breadth and complexity of this licensing process. The Boulder Police Department, Boulder Fire, Finance, Planning and Development Services, and the City Attorney's Office are all contributing total cost numbers, and these totals will inform licensee fees increases or reductions for the 2014 Recommended Budget. No change was proposed for 2013. Mobile Food Vehicle Sales The city will increase this license fee by the CPI and round up to the next even dollar amount of $220. 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 2012, 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 60 to 97 in number each year for the last 5 years. The city has also seen a marked increase in Dog License applications from the rate at the beginning of this year, which is driven by an increased focus on enforcement and which requires additional staff time for dog license processing. The Finance Department coordinates its licensing operations with Animal Control Officers in the Police Department to reduce application fee errors while trying to avoid creating a disincentive for tardy dog licensing. 293 Fees, Rates, and Charges Calculation of Fee Change Table 8-02 displays those fees updated for 2013. 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. 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. Table 8-02: Finance - Licensing Fee Changes FEE PAID BY TYPICAL APPLICANTS Approved 2012 Approved 2013 Percent B.R.C. Level Level Units Change Section Special Event Liquor Permit Fee Cost per event day for no more than 250 persons $ 25 $ 50 per day 100% 4-20-2 Cost per event day for more than 250 persons 25 100 per day 300% 4-20-2 Auctioneer License Fee Annual fee w ith license issued each event $ 72 $ 75 per year Total including background checks' 72 89 per year 24% 4-20-3 Circus, Canival, s Menagerie License Fee Cost per event day $ 380 $ 395 per day 4% 4-20-5 Itinerant Merchant License Fee Annual license fee $ 50 $ 52 per year Total including background checks2 50 94 per year 88% 4-20-10 Second Hand Dealer & Pawnbroker License Fee 2nd Hand Calendar/Renew al $ 100 $ 105 per year Total including background checks' 100 119 per year 19% 4-20-17 Pawn Calendar/Renewal 1,920 1,980 per year Total including background checks' 1,920 1,994 per year 4% 4-20-17 Mobile Food Vehicle License fees MFV License fee $ 210 $ 220 per year 5% 4-20-66 MFV Renewal fee 210 220 per year 5% 4-20-66 Notes: 'Assumes that two people would require background checks at $7 each for a typical license. 2Assumes that six people w ould require background checks at $7 each for a typical license. 294 Fees, Rates, and Charges Housing Affordable Housing Linkage Fee An affordable housing linkage fee is paid by developers who receive a density bonus for nonresidential development in the DT-5 zoning district. As such, it has a relatively narrow impact. Originally, the density bonus in the DT-5 zoning district was established for residential development only. The city later identified the development of larger office spaces in the DT-5 as a goal and extended the density bonus to nonresidential development. The affordable housing linkage fee serves to replace the affordable housing benefit that would have been provided through the Inclusionary Housing Ordinance (IHO) if the density bonus was only allowed for residential development and the IHO were applied. The affordable housing linkage fee was adopted by ordinance in 2011 and is the only impact fee charged by the Department of Housing. Revenue from this fee contributes to the Affordable Housing Fund (AHF). Because this fee is dependent on use of the density bonus in the DT-5 zoning district for nonresidential development, there can be significant variability in fee revenue from year to year. The affordable housing linkage fee was adopted into the B.R.C in 2011. Changes to the affordable housing linkage fee are submitted as part of the update to Section 4-20 Fines and Fees of the B.R.C. The initial adopted fee ($9.10 per square foot) was calculated in the TishlerBise (2009) analysis of affordable housing demand generated by jobs associated with nonresidential development in the city. It is anticipated that the affordable housing linkage fee will be updated annually to reflect the increase in construction costs using the RS Means Index. In 2011, this fee generated no revenue. In 2012, approximately $700,000 in revenue is expected from this fee. Future revenue from this fee is dependent upon the number of developments benefitting from the nonresidential density bonus in the DT-5 zoning district. The Department of Housing has included a scheduled rate increase for the affordable housing linkage fee for the nonresidential density bonus in DT-5 zoning district in its 2013 budget. Table 8-03 demonstrates the impact that the linkage fee change will have on a prototype retail project that plans to develop 7,500 square feet of new retail space. 295 Fees, Rates, and Charges Table 8-03: Housing Fee Change AFFORDABLE HOUSING LINKAGE FEE Approved 2012 Approved 2013 Percent B.R.C. Level Level Units Change Section Non-residential (7,500 sq. ft. retail) Linkage Fees $ 68,250 $ 71,475 per application 5% 4-20-62 Municipal Court Witness Fee Witness fees may be charged by the Court in court proceedings to offset a portion of the expenses of witnesses appearing in court to provide testimony. The charge is imposed on defendants as part of a sentence in convictions and remitted to the witness. For 2013, the city will increase the fee (authorized by B.R.C 4-20-55) from a $5.00 per witness maximum to a variable fee that cannot be higher than $50.00 per witness. This change, the only one among Municipal Court fees, is not shown in a table or summarized at the end of this section because of the fee's variable level and its likelihood of infrequent use. Parks & Recreation Splash Pass for Non-Residents (outdoor pools pass) In the discussion of the 2012 fees, Parks and Recreation Advisory Board (PRAB) members had questions about the price of the non-resident Splash Pass. For 2013, the city will increase the amount paid for all non resident Splash Passes. The 2013 fees align all non resident Splash Passes with a 25 percent increase above the resident fee. Non resident Splash Passes have not had a fee increase since 2008. The resident price will remain the same for 2013. Recreation Center Rental Fees (multi-purpose rooms) Per the Recreation Program and Facilities Plan (RPFP), recreation rentals should recover both direct facility costs and recreation indirect costs. In addition, a review of market rates of similar spaces both in surrounding communities and within the City of Boulder organization shows that the department's flat fees for room rentals are lower than market average. The increase in room rental fees will align the department's fees with market rates. Lap Lane Rental Fees (indoor and outdoor pools) Lap lane rentals have not increased since 2008. Increases are recommended at this time to help meet stated cost recovery goals in the 2010 Parks and Recreation RPFP. Direct facility costs have 2 96 Fees, Rates, and Charges increased in the areas of staffing, energy, equipment and chemicals, and maintaining and improving the aging facilities. Market rate comparisons are challenging in this area, as many recreation facilities do not rent lanes due to limited availability. In addition, few surrounding markets are comparable, as Boulder has a high swimmer/triathlete population. The city facilities have more lanes than most municipalities, yet still cannot meet the demand of the public and user groups. This challenge will be evaluated extensively as a part of an Aquatic Feasibility Study in future years. To minimize the impacts of fee increases to rental groups, off peak pricing could be considered, as suggested by the RPFP recommendation to explore peak and off peak pricing for facilities. The increases align for profit rental rates at 25 percent above nonprofit rental rates. The department has met with the major user groups impacted by the increase, and the general consensus is that the increases are expected and seem fair and reasonable. Boulder Reservoir Small Craft Inspection (permit only) The Aquatic Nuisance Species (ANS) management program at the Boulder Reservoir is a 100 percent cost recovery program. Small craft boat inspections account for a large quantity of all inspections and increasing the fee on these permits will facilitate cost recovery of the ANS program. Fee changes for these categories of Park & Recreation charges are displayed in Table 8-04. 297 Fees, Rates, and Charges Table 8-04: Parks and Recreation Fee Changes FEE PAID BY TYPICAL PATRONS Approved 2012 Approved Percent Level 2013 Level Units Change B.R.C. Section Splash Pass: Adult Non Resident $ 150.00 $ 165.00 10% 4-20-41 Splash Pass: Senior Non Resident 100.00 112.50 Memorial Day to 13% 4-20-41 Splash Pass: Youth Non Resident 100.00 110.00 Labor Day 10% 4-20-41 Splash Pass: Family Non Resident 300.00 330.00 10% 4-20-41 Recreation Center Room Rental: Resident $ 30.00 $ 35.00 per hour 17% 4-25-79 Recreation Center Room Rental: Non Resident 37.00 44.00 per hour 19% 4-25-79 Indoor Lap Lane: For Profit Groups $ 12.00 $ 13.75 per hour 15% Adrrin' Indoor Lap Lane: Nonprofit Groups 10.00 11.00 per hour 10% Admin' Spruce Pool Lap Lane: For Profit Groups 16.00 17.88 per hour 12% Admin' Spruce Pool Lap Lane: Nonprofit Groups 13.00 14.30 per hour 10% Adrrin' Carpenter Pool Lap Lane: For Profit Groups 24.00 27.50 per hour 15% Admin' Carpenter Pool Lap Lane: Nonprofit Groups 20.00 22.00 per hour 10% Admin' Admin' Small Craft Aquatic Nuisance Permit $ 35.00 $ 40.00 annual 14% Admin' Small Craft VIP Non Resident 195.00 234.00 annual 20% Admin' Notes: 'An entry of Admin means that fee is not part of city code, but set through staff recommendation and advisory board approval. 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. 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. These fees have not been updated since adjustments were made in 2010, and the maximum amount that can be charged as an excise tax is limited by the amounts approved by voters. 298 Fees, Rates, and Charges The city will adjust each impact fee and development excise tax in 2013 by an inflation factor (RS Means' construction cost index for all impact fees and the Consumer Price Index for the excise taxes). Table 8-05 demonstrates the impact the changes would 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. Table 8-05: Public Works - Development and Support Services Proposed Fee Changes FEE PAID BY TYPICAL PROJECT Approved 2012 Approved 2013 Percent B.R.C. Level Level Units Change Section Single Family Residential (3,000 sq. ft) Capital Facility Impact Fees $ 5,424 $ 5,680 per application 4.7% 4-20-62 Transportation Excise Taxes 2,062 2,122 per application 2.9% 3-8-3 Park Land Excise Taxes 1,060 1,091 per application 2.9% 3-8-3 Multifamily Residential (10 units) Capital Facility Impact Fees $ 41,935 $ 43,900 per application 47% 4-20-62 Transportation Excise Taxes 15,280 15,723 per application 2.9% 3-8-3 Park Land Excise Taxes 7,370 7,584 per application 2.9% 3-8-3 Non-residential (7,500 sq. ft. retail) Capital Facility Impact Fees $ 7,050 $ 7,382 per application 4.7% 4-20-62 Transportation Excise Taxes 18,600 18,600 per application - 3-8-3 Park Land Excise Taxes I`UA I`YA per application - 3-8-3 Public Works - Transportation implementation of a Transportation Maintenance Fee The Transportation Master Plan (TMP) is Boulder's blueprint for the city's transportation system. The highest priority within the TMP includes system operations, maintenance and travel safety. As transportation revenues have grown at a slower pace versus the cost of materials and services, the city is not able to keep pace with operation and maintenance activities of the transportation system. Even with ongoing efficiency efforts such as reductions and reallocation of resources, cost increases continue to outpace revenue growth, necessitating the need for structural change in the transportation revenue base. In recent years, the Transportation Division and the Transportation Advisory Board (TAB) have 299 Fees, Rates, and Charges explored new alternatives for revenue diversification and stabilization. As one of six possible funding mechanisms identified in the Transportation Funding Report, the Transportation Maintenance Fee (TMF) was identified as the most viable option for a new increment of transportation funding to support a high priority need. In 2012, a task force of resident and business representatives was convened by staff and hosted by TAB to provide feedback and recommendations for a viable TMF in Boulder. The purpose of the task force is to help inform future transportation revenue discussions by the City Council. Although a study session including the TMF is set for March 2013, the timing of possible consideration or implementation of a TMF is unknown. As further analysis continues for the potential implementation of a TMF by stakeholders, the division has established the Transportation Funding webpage with detailed and up to date project information. 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 8-6 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. 300 Fees, Rates, and Charges • 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. Table 8-06 Public Works - Utilities Proposed Changes to Water, Wastewater, and Stormwater/ Flood Management Utility UTILITY BILL FOR TYPICAL ACCOUNT Approved 2012 Approved 2013 Percent B.R.C. Level Level Units Change Section Water Utility Bill Residential Use $ 392 $ 404 per year 3% 4-20-25 Commercial Use - Restaurant 1,113 1,147 per year 3% 4-20-25 Commercial Use - Hotel 10,534 10,854 per year 3% 4-20-25 Wastewater Utility Bill Residential Use $ 253 $ 266 per year 5% 4-20-28 Commercial Use - Restaurant 1,677 1,761 per year 5% 4-20-28 Commercial Use - Hotel 13,054 13,704 per year 5% 4-20-28 Stormwater / Flood Management Utility Bill Residential Use $ 87 $ 90 per year 3% 4-20-45 Commercial Use - Restaurant 182 188 per year 3% 4-20-45 Commercial Use - Hotel 3,988 4,126 per year 3% 4-20-45 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 8-07 displays the changes to fees paid by typical users of these services in 2013. 301 Fees, Rates, and Charges Table 8-07 Public Works - Utilities Changes to Specific Services CHARGE FOR TYPICAL CUSTOMER Approved 2012 Approved 2013 Percent B.R C. Level Level Units Change Section Utility Specific Service Charges Meter Installation - 3/4 inch meter $ 519 $ 523 per occurrence 1% 4-20-23 Meter Installation - 2 inch meter 2,278 2,435 per occurrence 7% 4-20-23 Water Tap Fee - 3/4 inch tap 113 117 per occurrence 4% 4-20-23 Water Tap Fee - 2 inch tap 454 465 per occurrence 2% 4-20-23 Wastewater Tap Fee - 4 inch tap 127 133 per occurrence 5% 4-20-27 Plant investment fees (PIFs) are one time charges related to development to utilize existing infrastructure systems. The level set for the city's stormwater PIF is following a phase in schedule adopted by Council, and the change for 2013 is the final year of the five year schedule. Both Water and Wastewater PIFs are increasing by four percent, based on the Engineering News Record (ENR) Cost Index for Denver. Table 8-08 shows the 2013 change to each PIF after this inflation factor is applied to the city's 2012 PIF schedule. Table 8-08 Public Works-Utilities Proposed Fee Changes PLANT INVESTMENT FEES Approved 2012 Proposed 2013 Percent B.R.C. Level Level Units Change Section Water Plant Investment Fee (PIF) Single Family Residential Outdoor $ 2.47 $ 2.57 per sq. ft. irrigated 4% 4-20-26 (first 5,000 sq. ft. of irragable area) area Single Family Residential Indoor 10,602 11,026 single unit dwelling 4% 4-20-26 Wastewater Plant Investment Fee $ 4,136 $ 4,301 single unit dwelling 4% 4-20-29 (PIF) Storm water / Flood Management $ 1.58 $ 1.98 per sgft impervious 25% 4-20-46 Plant Investment Fee (PIF) area 302 Fees, Rates, and Charges Summary of Proposed Changes These departments will increase some fees in 2013: • Downtown and University Hill Management Division-Parking Services • Finance - Tax and License • Housing • Municipal Court • Parks and Recreation • Public Works - Development and Support Services • Public Works - Utilities in total, the changes in fees, charges, and rates will create an additional $1.6 million in revenue in 2013, based on the best available information. Table 8-09 provides the revenue generation estimates at the department and program level. The Affordable Housing Linkage Fee is not shown due to the infrequent nature of projects subject to that fee. 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. 303 Fees, Rates, and Charges Table 8-09: Citywide Revenue Impacts in 2013 DEPARTMENT I FEE' 2 Approved 2012 Approved 2013 Percent Revenues Revenues Change DUHMD- Parking Services Mobile Vending Carts $ 25,610 $ 26,325 3% Mall Kiosk Advertising 24,674 26,065 6% Ambulatory/Personal Service Perrnit 3,850 3,850 Bectricity Event Fee 150 150 - Entertaining Vending Permit 200 125 -38% Newsbox On Mall 5,116 4,876 -5% Newsbox Off Mall 3,734 3,977 7% Finance - Tax and License Special Event Liquor Permit Fee $ 2,500 $ 6,250 150% Auctioneer License Fees 144 178 24% Circus, Canival, & Menagerie License Fee 2,280 2,370 4% Itinerant Merchant License Fee 750 1,410 88% Second Hand Dealer & Pawnbroker License Fee 3,100 3,689 19% Mobile Food Vehicle License Fees 2,940 3,080 5% Parks and Recreation Recreeation Room Rental Resident $ 8,452 $ 9,719 15% Recreation Room Rental Non-Resident 1,811 2,100 16% Lap Lane Rental: Indoor, Non-Profit 134,280 147,708 10% Lap Lane Rental Indoor, For Profit 20,842 23,968 15% Lap Lane Rental, Spruce Non-Profit 2,977 3,275 10% Lap Lane Rental, Scott Non-Profit 35,305 38,836 10% Lap Lane Rental, Scott For Profit 2,106 2,422 15% Splash Pass, Adult Non-Resident 3,150 3,465 10% Splash Pass, Senior Non-Resident 695 788 13% Splash Pass, Family Non-Resident 4,200 4,620 10% Small Craft Aquatic Nuisance Permit N E - Small Craft VIP Non-Resident N E - Public Works - Development and Support Services Capital Facility Impact Fees $ 303,018 $ 376,151 24% Transportation Excise Taxes 600,000 606,000 1% Parkland Excise Taxes 120,000 136,000 13% Public Works - Utilities Water Utility Rates $ 20,645,066 $ 21,310,816 3% Wastewater Utility Rates 12,736,255 13,399,834 5% Stormwater / Flood Management Utility Rates 5,136,442 5,301,116 3% Water Utility Specific Service Charges 258,000 238,000 -8% Wastewater Utility Specific Service Charges 10,000 10,000 0% Legend: N = no current City of Boulder fee, E = no data exists to provide a forw and looking estimate Note: 'Revenue for the Housing Department's Affordable Housing Linkage Fee is not shown, as the fee is dependent on use of the density bonus in the DT-5 zoning district for nonresidential development, and there can be significant variability in fee revenue from year to year. 2Revenue for the Municipal Court's Witness Fee is not shown, as the fee is rarely imposed and generates no significant revenue for the department. 304 Fees, Rates, and Charges END NOTE 1. In contrast to a fee that recovers the city's cost for providing a direct service to a fee payer, affordable housing linkage fees are charged to development projects and used by the city to incentivize the construction of additional affordable housing units in the city. The linkage fee is only charged in a specified zone of the Downtown. 305 [This page is intentionally blank.] 306 city 1r, Jr of Boulder Office of the City Clerk CERTIFICATE OF AUTHENTICITY STATE OF COLORADO } } CITY OF BOULDER } SS: } COUNTY OF BOULDER } I, Alisa D. Lewis, City Clerk, in and for said City of Boulder, in the County of Boulder, in the State aforesaid, do hereby certify that the attached is a true and correct copy of Ordinance Number 7873, passed and adopted by the City Council of Boulder on the 16th day of October 2012. In witness whereof, I have hereunto set my hand and the seal of the City of Boulder, this 19th day of October 2012. F ly op s" C" k a d 4 9 ~~~Gf Alisa D. Lewis, MCC 9 City Clerk ®®•cA aoaana~ P.Q. Box 791 • 1777 Broadway • Boulder, Colorado 80302-5221 • (303) 441-3040 307 ORDINANCE NO. 7873 AN ORDINANCE APPROPRIATING MONEY TO DEFRAY EXPENSES AND LIABILITIES OF THE CITY OF BOULDER, COLORADO, FOR THE 2013 FISCAL YEAR OF THE CITY OF BOULDER, COMMENCING ON THE FIRST DAY OF JANUARY 2013, AND ENDING ON THE LAST DAY OF DECEMBER 2013, AND SETTING FORTH DETAILS IN RELATION THERETO. WHEREAS, the City Council has approved a motion to adopt the budget for 2013; and, WHEREAS, the City Council has by ordinance made the property tax levy in mills upon each dollar of the total assessed valuation of all taxable property within the City, such levy representing the amount of taxes for City purposes necessary to provide for payment in part during the City's said fiscal year of the properly authorized demands upon the Treasury; and, WHEREAS, the City Council is now desirous of making appropriations for the ensuing fiscal year as required by Section 95 of the Charter of the City of Boulder; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BOULDER, COLORADO, that; Section 1. The following appropriations are hereby made for the City of Boulder's fiscal year commencing at 12:00 Midnight at the end of December 31, 2012 and ending at 12:00 Midnight at the end of December 31, 2013, for payment of 2013 City operating expenses, capital improvements, and general obligation and interest payments: General Operating Fund $ t 12,476,542 Capital Development Fund 132,292 Lottery Fund 836,000 308 Planning and Development Services Fund 9,565,537 Affordable Housing Fund 1,562,966 Community Housing Assistance Program Fund 2,266,725 .25 Cent Sales Tax Fund 7,766,889 Library Fund 7,574,177 Recreation Activity Fund 10,197,713 Climate Action Plan Fund 491,489 Open Space Fund 26,184,265 Airport Fund 558,932 Transportation Fund 31,239,067 Transportation Development Fund 716,748 Community Development Block Grant (CDBG) Fund 719,969 HOME Investment Partnership Grant Fund 800,445 Permanent Parks and Recreation Fund 2,713,536 Boulder Junction Improvement Fund 1,401,688 Water Utility Fund 27,727,767 Wastewater Utility Fund 15,882,091 Stormwater/Flood Management Utility Fund 7,428,469 Telecommunications Fund 767,374 Property and Casualty Insurance Fund 1,874,006 Worker's Compensation Insurance Fund 1,843,200 Compensated Absences Fund 731,442 Fleet Operations Fund 3,841,882 Fleet Replacement Fund 7,922,786 Computer Replacement Fund 2,304,789 309 Equipment Replacement Fund 816,426 Facility Renovation and Replacement Fund 2,624,443 Police Pension Fund 5,098 Fire Pension Fund 5,035 Less: Interfund Transfers 22,367,619 Less: Internal Service Fund Charges 20,855,804 TOTAL (Including Debt Service) $247,756,365 Section 2. The following appropriations are hereby made for the City of Boulder's fiscal year commencing January 1, 2013 and ending December 31, 2013 for estimated carryover expenditures: General Operating Fund $7,000,000 Capital Development Fund 300,000 Lottery Fund 671,000 Planning & Development Services Fund 900,000 Affordable Housing Fund 11,000,000 CHAP Fund 2,500,000 .25 Cent Sales Tax Fund 1,885,000 Climate Action Plan Fund 500,000 Open Space Fund 3,500,000 Airport Fund 250,000 Transportation Fund 9,500,000 Transportation Development Fund 1,900,000 Community Development Block Grant (CDBG) Fund 800,000 HOME Investment Partnership Grant Fund 2.000,000 310 Permanent Parks and Recreation Fund 1,334,000 Fire Training Construction Fund 100,000 Boulder Junction Improvement Fund 600,000 2011 Capital Improvement Bond Fund 39,324,595 Water Utility Fund 3,710,000 Wastewater Utility Fund 1,300,000 Stormwater/Hood Management Fund 7,300,000 Fleet Replacement Fund (Internal Service Fund) 1,300,000 Equipment Replacement Fund (Internal Service Fund) 1,000,000 Facility Renovation and Replacement Fund (Internal Service Fund) 4,108,000 TOTAL $102,782,595 Section 3. The following appropriations are hereby made for the City of Boulder's fiscal year commencing January 1, 2013, and ending December 31, 2013, for Fund Balances: General Operating Fund $25,130,000 Capital Development Fund 5,846,870 Lottery Fund 80,961 Planning and Development Services Fund 3,778,303 Affordable Housing Fund 7,001 Community Housing Assistance Program Fund 19,756 .25 Cent Sales Tax Fund 559,298 Library Fund 901,625 Recreation Activity Fund 342,574 Climate Action Plan Fund 92,260 Open Space Fund 12,949,425 311 Airport Fund 698,540 Transportation Fund 2,894,097 Transportation Development Fund 587,774 Permanent Parks and Recreation Fund 635,719 Boulder Junction Improvement Fund 1,117,289 2011 Capital Improvement Bond Fund 18,710,743 Water Utility Fund 29,096,734 Wastewater Utility Fund 8,712,396 Stormwater/Flood Management Utility Fund 6,679,239 Telecommunications Fund 829,078 Property and Casualty Insurance Fund 4,735,268 Worker's Compensation Insurance Fund 2,865,614 Compensated Absences Fund 1,717,448 Fleet Operations Fund 639,576 Fleet Replacement Fund 7,153,525 Computer Replacement Fund 5,367,276 Equipment Replacement Fund 3,470,238 Facility Renovation and Replacement Fund 2,609,297 TOTAL FUND BALANCES $148,227,924 Section 4. The City Council hereby appropriates as revenues all 2012 year end cash balances not previously reserved for insurance or bond purposes for all purposes not designated as "emergencies", including without limitation subsequent years' expenditures, capital improvements, adverse economic conditions and revenue shortfalls, pursuant to Article X, Section 20 to the Colorado Constitution, approved by the electorate on November 3, 1992; and 312 Section 5. The sums of money as appropriated for the purposes defined in this ordinance shall not be over expended, and that transfers between the various appropriations defined in this ordinance shall not be made except upon supplemental appropriations by ordinance authorizing such transfer duly adopted by City Council of the City of Boulder, Colorado. It is expressly provided hereby that at any time after the passage of this ordinance and after at least one week's public notice, the Council may transfer unused balances appropriated for one purpose to another purpose, and may appropriate available revenues not included in the annual budget and appropriations ordinance. Section 6. The City Council is of the opinion that the provisions of the within ordinance are necessary for the protection of the public peace, property, and welfare of the residents of the city, and covers matters of local concern. Section 7. Pursuant to Section 95 of the Boulder City Charter, the annual appropriation ordinance must be adopted by December 1 and to Section 18 of the Charter, this ordinance shall take effect immediately upon publication after final passage. INTRODUCED, READ ON FIRST READING, AND ORDERED PUBLISHED BY TITLE ONLY this 2day of October, 2012. 2, 44 oMa~or Attest: City Clerk on-behaffTyHw Directoril-Finance m Record 313 READ ON SECOND READING, PASSED, AND ORDERED PUBLISHED BY TITLE ONLY this 16`h day of October, 2012. C i or Attest: City Clerk orrl;hofAhe birWor-ef+inancv- i RZ - 314 [This page is intentionally blank.] 315