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2011 Annual Budget 2011 BUDGET OVERVIEW AND OPERATING BUDGET TABLE OF CONTENTS Page OPERATING BUDGET INTRODUCTION History of Boulder ............................................................................................................................................1 Organizational Chart 5 Budget Philosophy & Process ...........................................................................................................................7 CITY MANAGER'S BUDGET MESSAGE 2011 Budget Message .....................................................................................................................................15 BUDGET POLICIES Citywide Financial and Management Policies 39 City of Boulder Reserve Policies 47 CITYWIDE SUMMARIES Graphic of 2011 Budget 59 Budget Summary .............................................................................................................................................61 Summary of Sources of Funds 69 Summary of Uses of Funds 77 Summary of Interfund Transfers 83 2011 Fund Activity Summary - Original Budget 87 Changes in Fund Balance 89 Summary of Standard FTEs 90 Debt Policy and Administration 91 Debt Service 92 Legal Debt Margin ........................................................................................................................................110 DEPARTMENT OVERVIEWS City Council .................................................................................................................................................111 City Attorney ................................................................................................................................................115 Municipal Court ............................................................................................................................................119 City Manager's Office ..................................................................................................................................123 Manager's Contingency .....................................................................................................................127 Non-Departmental Contracts, Citywide Memberships and Citywide Programs ...........................................128 Finance .................................................................................................................................................131 Human Resources .........................................................................................................................................135 Information Technology ................................................................................................................................141 Housing and Human Services .......................................................................................................................147 Library/Arts .................................................................................................................................................1.53 Open Space and Mountain Parks ..................................................................................................................161 Page Parks and Recreation 167 Community Planning and Sustainability .......................................................................................................175 DUHMD/Parking Services .................................................................................................................183 Public Works ................................................................................................................................................189 Development and Support Services ....................................................................................................191 Transportation ...................................................................................................................................199 Utilities ......................................................................................................................................205 Fire .................................................................................................................................................211 Police .................................................................................................................................................215 FUND FINANCIALS General Fund 221 CHAP Fund 225 Capital Development Fund 226 Lottery Fund 227 Affordable Housing Fund 228 Planning & Development Services Fund 230 .25 Cent Sales Tax Fund 231 Library Fund 232 Recreation Activity Fund 233 Climate Action Plan Fund 234 Airport Fund 235 Transportation Fund 236 Transportation Development Fund 238 Transit Pass General Improvement District - Forest Glen Fund 239 Open Space Fund 240 Community Development Block Grant (CDBG) Fund 242 HOME Fund 243 Water Utility Fund 244 Wastewater Utility Fund 246 Stonnwater/Flood Management Utility Fund 248 Downtown Commercial District Fund 250 University Hill Commercial District Fund 252 Permanent Parks & Recreation Fund 254 Telecommunications Fund ............................................................................................................................255 Property & Casualty Insurance Fund 256 Workers' Compensation Fund 257 Compensated Absences Fund 258 Fleet Operations Fund ...................................................................................................................................259 Page Fleet Replacement Fund 260 Computer Replacement Fund 261 Equipment Replacement Fund 262 Facility Renovation & Replacement Fund 263 UTILITY RATES Utility Rates 265 APPROPRIATION ORDINANCE Appropriation Ordinance 269 f GflVERNMENT FINANCE OFFICERS ASSOCIATION D is tin gu is h.ed. Bt,.tdget Presentation A zu r VitE4ENTEI DTO City 01, Botilder• Colorado I"or tlIC 11SCLd YUM IittJ1111iltg Janitary I, 2011) ~{CS MlCISI I:WOLIM; D11L'L14l1 This award was valid for a period of one year only, We belicve the 20 J I budget continues (o conform to program requirements and it will be submitted to the Government Finance Officers association to determine its eligibility for anoffier awm-d. 2011 BUDGET OVERVIEW AND OPERATING BUDGET City of Boulder Mayor Susan Osborne Deputy Mayor Ken Wilson Council Members Suzy Ageton Matthew Appelbaum KC Becker Macon Cowles Crystal Gray George Karakehian Lisa Morzel City Manager Jane S. Brautigam CITY OF BOULDER STAFF City Manager Jane S. Brautigam Deputy City Manager Paul Fetherston City Attorney Tom Carr Municipal Judge Linda P. Cooke Municipal Court Administrator ..............................................................................................................Lynne Reynolds Chief Financial Officer Bob Eichem Director of Housing and Human Services Karen Rahn Director of Human Resources Eileen Gomez Director of Information Technology Don Ingle Acting Library/Arts Director Donna Gartenmann Director of Open Space/Mountain Parks .................................................................................................Michael Patton Director of Parks and Recreation Kirk Kincannon Executive Director of Community Planning and Sustainability David Driskell Executive Director of Public Works Maureen F. Rait Director of Public Works for Transportation ............................................................................................Tracy Winfree Director of Public Works for Utilities .......................................................................................................Ned Williams Fire Chief Larry Donner Police Chief Mark R. Beckner Director of Downtown University Hill Management Division/Parking Services Molly Winter Director of Support Services/City Clerk ..................................................................................................Alisa D. Lewis Budget Office Staff Budget Officer Kathy McGuire Budget Manager Jim Reasor Budget Analyst Cindy Miller CITY OF BOULDER 2011 BUDGET GENERAL INFORMATION 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. Four thousand forty-four lots were laid out at a purchase price of $1,000 each, a price that was later lowered in order to attract more residents. Part of the Nebraska Territory until February 28, 1861, when the Territory of Colorado was created by the U.S. Congress, Boulder City grew slowly. It 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 transport services, and gambling and drinking establishments. Competition among Boulder County settlements for new residents and businesses was intense. As a mining supply town, Boulder residents were more settled than in the mining camps. Economic stability was a necessity and residents encouraged the establishment of railroad service, hospital and school buildings, and a stable town government. Boulder's first schoolhouse was built in 1860 at the southwest corner of Walnut and 15th Street_ the first in the territory. Also in 1860 a group of Boulder residents began lobbying to have the University located in Boulder. By 1874 Boulder had won the designation, secured a donated 44.9 acre site and raised $15,000 to match a similar grant by the state legislature. Construction of Old Main signaled the opening of the University, with classrooms, auditorium, office and the President's living quarters all located there. Transportation was improved in 1873 with railroad service coming to Boulder. Gradually tracks were laid to provide service to Golden and Denver and to the mining camps to the west. In 1890 the railroad depot was constructed on Water Street (now Canyon Boulevard) and 14th Street. City government was formalized in November, 1871 when the town of Boulder was incorporated. Designation of Boulder as the county seat occurred in 1867 and led to the construction of the first courthouse at its present site in 1883. It burned to the ground in 1932 and was replaced by the current courthouse in 1934. Amenities and health services were developed, even in periods of little growth. The first Post Office was established in 1860; the telegraph became available in 1874; a hospital was built in 1873; a water system was installed in 1874; and the first bank was built in 1874. The initial residential area was located in what is now downtown and in some parts of Goss/Grove, Whittier and Mapleton Hill neighborhoods. As commercial expansion took over downtown housing, these neighborhoods surrounding downtown remained primarily residential areas. At the turn of the century, growth of the University led to the development of parts of University Hill. Marks of elegance for residents were flagstone sidewalks, first installed during the 1880's. The first private school in Boulder, Mt. St. Gertrude Academy, was opened in 1892. Boulder, by then accessible to visitors by railroad, was known as a community with a prosperous economy, a comprehensive educational system, and well maintained residential neighborhoods. It was no wonder that the railroad recommended Boulder as a site for a Chautauqua in 1897. Boulder residents passed a bond issue to buy the land, and the now familiar Chautauqua auditorium was built. 1 By 1905 the economy was faltering and Boulder counted heavily on tourism to boost its fortunes; however, Boulder had no first class hotel to attract summer visitors and group meetings. By 1906 a subscription drive had raised money to begin construction. The first event at the new hotel was a reception for Boulderites, held on December 30, 1908, and Hotel Boulderado opened to the public for business on January 1, 1909. Tourism continued to dominate the Boulder economy for the next forty years. Each summer shopkeepers, transport firms, and lodging managers eagerly awaited the influx of Chautauqua residents, primarily from Texas, and other visitors. By World War II, when tourism declined, the University unknowingly provided another opportunity for growth. With the location of the U.S. Navy's Japanese language school at CU, young men and women from around the country became acquainted with the City and liked it. Following World War II, many of these trainees returned as students, professional and business people, joining veterans attending the University on the G.I. bill. Boulder's population had not increased significantly since the 1920's. The 1920 census showed 11,006 residents while the 1940 census count was 12.958. After the first influx of new residents in the late 1940's the count soared to 20,000 in 1950. New residents meant both new opportunities and new challenges. Although jobs were needed, townspeople wanted to preserve the beautiful natural setting and amenities developed over the years. By 1950 Boulder leaders were actively recruiting new "clean" industry and improved transportation, securing a new highway, the Boulder-Denver Turnpike, and the National Bureau of Standards in 1952. Other research and development industries soon followed. The housing shortage and need for additional business and public buildings attracted young and talented architects. New subdivisions were planned, including the Highland Park-Martin Acres neighborhood located on the historic Martin Farm, and the North Boulder developments from Balsam north, originally part of the Tyler Farm. New neighborhoods brought the City's first two shopping centers, North Broadway and Basemar. With the completed turnpike to downtown Denver, Boulder continued to expand. From 1950-1972 the population grew from 20,000 to 72,000. 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 infrll and re-use of its past architectural development which continues to present. The Historic Preservation Code was passed in September, 1974. The ordinance is instrumental in preserving significant portions of our past while encouraging the rehabilitation of historic buildings. GOVERNING BODY 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. CITY MANAGEMENT The City employs a full-time City Manager, appointed by City Council to oversee the operations of the City. City Council also appoints the City Attorney and the Municipal Judge. 2 DEMOGRAPHIC CHARACTERISTICS' Population (as of January, 2009): 102,800 Median Age: 29.0 (with University students) 35.0 (without University students) Median Education: 66.8% residents with four or more years of college Median Family Income: $88,000 (Boulder County) 1. Landmarks Preservation Advisory Board 2. City of Boulder Department of Community Planning & Sustainability, 2010 Key Trends Report. www.boulden,alleycompplan.net United States Census Bureau American Community Survey 2006-2008 3-year estimates City of Boulder Housing & Human Sen-ices Department, HHS Master Plan, April 2004, Census Highlights 3 4 City of Boulder 2011 Organizational Community Chart y City Council Municipal Judge City Manager City Attorney Linda Cooke Jane S. Brautigam Tom Carr Deputy City Manager Paul J. Fetherston Fire/Rescue Chief Police Chief Municipal Court Human Resources Chief Financial Officer Mark Beckner Administrator Director Bob Eichem Larry Donner Lynne Reynolds Eileen Gomez Director of Support Information Community Planning Acting Library & Parks & Recreation Public Works Open Space/ Housing & Services/ City Clerk Technology and Sustainability the Arts Director Director Executive Director Mountain Parks Human Services Director Executive Director Jennifer Miles Director Director Alisa Lewis Don Ingle David Driskell Kirk Kincannon Maureen Rait Michael Patton Karen Rahn Downtown-University Hill Mgmt Community Planning Development Division & Parking Serv ices Ecomonic Vitality & Support Services Transportation Utilities Director Environmental Affairs Director Director Director Molly Winter Community Sustainability Maureen Rait Tracy Winfree Ned Williams Note: Solid line denotes direct report and dotted line indicates day to day assistance. 6 BUDGET PHILOSOPHY AND PROCESS Budget Philosophy Serving the public trust requires that the annual budget provide the best possible balance of allocation to meet the varied needs of the community. The budget is a principal management tool for the City administration, and in allocating the City's resources, it both reflects and defines the annual work program. In this context, the budget provides a framework for us to accomplish our 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 communications, community outreach, and a commitment to excellence. To this end, the process must be a cooperative effort of the entire City organization. Boulder prides itself on being a progressive community, willing to challenge the status quo and being on the "cutting edge". City staff has accepted this challenge by developing the budget within the context of a search for creative solutions for the delivery of City services. The budget will emphasize measures to improve the productivity and effectiveness of service delivery to residents. Teamwork and efficiency enhancements will limit the amount of bureaucratic "red tape" required, both between functional areas within the City, and between City staff and the community. The overriding goals must be to support the high standards set by the community, and to provide long-term value at reasonable cost. The budget will be based upon timely, consistent and clearly articulated policies. It will be realistic and will include adequate resources to meet assigned work programs. Once adopted, within the parameters of policy guidelines, departments will be given full spending authority for their budget(s). Budget Process The fiscal year of the City is the calendar year. The City has implemented a two-year budget process and adopts a biennial budget by December 1 st of the year prior to the two-year budget period. Even though the budget is adopted for a two-year term, the State and City Charter require that prior to each fiscal year, an appropriation ordinance must be adopted to authorize budgeted expenditures for the coming fiscal year. Given the current economic downturn, the city's is preparing a one-year budget for 2011 rather than a two-year budget. The two-year budget process will be reviewed again during development of the 2012 recommended budget. 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 over a ten month period, beginning in February and ending in October/November. In February, staff 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 staff 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/June with review by boards and/or commissions where appropriate. The City Manager reviews departmental budgets in June/July and meets with the Directors Group as needed to discuss the proposals submitted by departments. 7 BUDGET PROCESS BUDGET PREPARATION SCHEDULE Revenue Projections Council/Budget Update Departments Prepare Budgets Prepare Recommended Budget Council Study Sessions Council Approves Budget Publish Adopted Budget 'i JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC The recommended budget is presented to the City Council in August and made available to the public at the same time. In August and September, Council holds study sessions to review the recommended operating and capital budgets. The budget for the ensuing terns and the annual Appropriation Ordinance for the coming fiscal year are adopted in October/November. The final Approved Budget document is printed and is available to staff and the public at the beginning of the year. There are two opportunities during the fiscal year for supplemental additions to the annual appropriation approved by City Council. The first is typically adopted in April 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 supplement department budgets is in November. 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." Governmental funds are used to account for all or most of a govermnent's general activities, including the collection and disbursement of earmarked moneys (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. 8 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, etc, 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 - to account 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. Lottery Fund -to account for State Conservation Trust Fund proceeds to be utilized for the refurbishment, capital improvement and debt service on park acquisitions. Planning & Development Services Fund - to account for revenues and expenditures related to development and building services functions. Affordable Housing Fund - to account 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 -to account for property tax, a housing excise tax and fees to be used to increase the supply of affordable housing in Boulder. .15 Cent Sales Tax Fund - to account for earmarked sales tax authorized by the voters in 1992 for parks and recreation and general municipal purposes. .25 Cent Sales Tax Fund - to account for earmarked sales tax authorized by the voters in 1995 for parks and recreation operating and capital needs. Library Fund - to account for the operations of the City-owned library and branches. Financing is provided by general property taxes and General Fund contributions. Recreation Activity Fund - to account for revenues and expenditures related to the provision of recreation, reservoir and golf course services/programs. Climate Action Plan Fund - to account 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 - to account 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 - to account for the operations of the City-owned municipal airport. Financing is provided by grants, rents and leases. 9 Transportation Fund - to account 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. Transportation Development Fund - to account for development fees to be utilized for the construction of transportation capital improvements related to new development and growth. Community Development Block Grant Fund - to account for the funds granted by the Community Development Block Grant program administered by the Department of Housing and Urban Development. HOME Fund - to account 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 Fire Training Center Construction Fund Boulder Municipal Property Authority Bond Fund Debt Service Fund The Debt Service Funds are established to accumulate moneys 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. .15 Cent Sales Tax Debt Service Fund - Financing is provided by earmarked sales tax. 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. 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 (formerly UHGID) 10 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 - to account for the costs of operating, acquiring and maintaining telecommunications equipment used by all City departments. Property & Casualty Insurance Fund - to account for and facilitate the monitoring of the City's self-insured property & casualty insurance plan. Workers' Compensation Insurance Fund - to account for and facilitate the monitoring of the City's self-insured workers compensation plan. Compensated Absences - to account for payments of compensated absences to employees of the General and Library Funds. Funding is received primarily from the General Fund. Fleet Fund - to account for the costs of operating, acquiring and maintaining automotive equipment used by other City departments. Such costs are billed to the other departments. Computer Replacement Fund - to account 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 - to account for the costs of acquiring equipment used by other City departments. Such costs are billed to the other departments. Facility Renovation & Replacement Fund - to account for the costs of maintaining and replacing facilities within the City of Boulder. 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 conforms to the way the City prepares the budget. One exception is compensated absences (accrued but unused vacation or sick leave) which are treated slightly differently in the budget and in the CAFR. Budget Terms Accrual Basis - The basis of accounting under which revenues and expenses are recognized when they occur, rather than when collected or paid. Ad Valorem Tax - Tax based on the Assessed Valuation of property. Appropriation - Legal authorization granted by City Council to make expenditures and incur obligations up to a specific dollar amount. Appropriation Ordinance - An ordinance by means of which appropriations are given legal effect. It is the method by which the expenditure side of the annual budget is enacted into law by the City Council. Assessed Valuation - Basis for deterniining property taxes. The assessor determines the assessed valuation of residential real property. For 2010, property was appraised at the 2009 actual value. The residential rate was 7.96% of its actual 2009 value and other property was assessed at 29%. 11 Bond - Written promise to pay a specified sum of money, called the face value or principal, at a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate. Budget - Plan of financial operation, embodying an estimate of proposed expenditures for a given period and the proposed revenue estimates of financing them. Upon approval by City Council, the budget appropriation ordinance is the legal basis for expenditures in the budget year. Capital Assets - Assets of significant value and having a useful life of several years. Capital assets are also referred to as fixed assets. Capital Improvement Program - An annual, updated plan of capital expenditures for public facilities and infrastructure (buildings, streets, etc.) with estimated costs, sources of funding and timing of work over a five year period. Capital Project - Projects involving the purchase or construction of capital assets. Often a capital project encompasses the purchase of land and the construction of a building or facility, or major street construction or reconstruction. Design, engineering or architectural fees are often a part of a capital project. Capital Purchases - Those items which a department purchases that have a value of over $5,000 and a life of longer than one year, with the exception of computing equipment and copy machines which have a limit of $1,000. Debt Service - Payment of principal and interest related to long-term debt. Department - An organizational unit of the city which provides one or more services. Depreciation - Expiration in the service life of fixed assets, attributable to wear and tear, deterioration, action of the physical elements, inadequacy and obsolescence. Designated Fund Balance - That portion of the fund balance that has been set aside for a specific purpose by the City Council. Division - A group of related tasks to provide a specific benefit to either the general public or the city organization. A division is a sub-organizational unit of the department. 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, waterlines, 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. 12 Lease-Purchase Agreements - Contractual agreements which are termed "leases", but which in substance amount to purchase contracts, for equipment and machinery. Long-term Debt - Debt with a maturity of more than one year after the date of issuance. Maturity - The date on which the principal or stated value of investments or debt obligations are due and may be reclaimed. Mill Lew - 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 new developers for connecting to the city's water or sewer system to compensate the city for additional facilities needed 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 and 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 revenue and expenditures including additional appropriations made throughout the year and encumbrances carried over. Special Assessment - A levy made against certain properties to defray part or all of the cost of a specific improvement or service deemed to primarily benefit those properties. Supplemental Requests - Programs and services which departments would like to have added to their budget. Typically, supplemental requests are covered by additional revenue, as is the case with new grants. 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. 13 14 City ~ • r A', Of Boulder Office of the Citv Manager DATE : August 17, 2010 TO: Mayor, City Council and the Residents of Boulder FROM: Jane S. Brautigam, City Manager SUBJECT: 2011 City Manager Recommended Budget On behalf of the City of Boulder, I am pleased to present the 2011 Recommended Budget. The year-long review and analysis of city finances and the impact of the international recession afforded opportunities for Boulder to evaluate how it could operate more effectively following the staff and budget reductions of 2010 and to align its programs and services more closely with community goals. Through careful analysis, recommendations of advisory boards and council direction, the city is proposing to restructure several programs and to reduce expenses. The 2011 Recommended Budget reflects staffing reductions and reallocations, negotiated changes to union contracts, and restructuring of some city services for improved efficiencies and cost savings. It also includes a shift in the employee compensation model to one that better reflects market trends, as well as a priority-based budget system that helps ensure funding allocations for city programs/services are based on their contribution to achieving community goals and values. The combination of budget reductions and the reorganization of some programs will result in a net decrease of 19.74 full- time equivalent positions for 2011. The $230 million Recommended Budget aligns with community priorities and continues the city's high standards of public service while balancing city expenditures with available resources - resulting in a nearly flat budget that shows less than a 0.3% increase in revenues and expenditures when compared to 2010. Although Boulder is in better financial condition than many of its peer cities, the economic outlook continues to be uncertain. Current indications suggest that the national and local economy will realize a slow recovery over the next few years. In response, the city is taking a prudent and strategic approach to the 2011 Recommended Budget and has focused on achieving greater efficiencies in how services are delivered to the Boulder community. The city continues to maximize efficiencies by eliminating service duplications, centralizing administrative functions and scrutinizing vacancies to ensure staffing resources reflect the needs and finances of the city. A primary focus of the budget development has been to ensure that the City of Boulder has sufficient funds available to maintain basic government services while closing the 15 revenue/expenditure gap identified by Blue Ribbon Commission I and implementing many of the efficiencies recommended by Blue Ribbon Commission Phase II (BRC II). Even as the BRC II report was being finalized in early 2010, the city began to implement several of the commission's recommendations, including restructuring some programs and services, analyzing cost recovery of fee-based programs, and exploring community partnerships. Please refer to Attachment A for additional information on the city's approach and strategies for developing the operating and capital budgets. ECONOMIC CHALLENGES The economic impacts of the global recession began to affect the City of Boulder in the fourth quarter of 2008 and have continued through 2010, with economic forecasts projecting a slow but volatile recovery through 2011. As a result of significantly declining revenues, the city made difficult decisions to reduce staffing and limit non-essential services in 2010. Although the sound budget decisions made in 2010 and the 2008 voter approved de-Brucing of property tax limits have positioned the city to maintain core services, Boulder must remain vigilant in its financial planning and funding priorities. The 2011 Recommended Budget continues to focus on high-priority services, incorporates organizational efficiencies, and allocates funding for identified critical deficiencies such as facility maintenance/renovation, replacement of fire apparatus, an internal animal control program, and technology improvements. However, the city must implement budget and staffing reductions in some programs and services for 2011 as a result of declining revenues in some funding sources. Funding for transportation services, for example, has been reduced in order to maintain a balanced budget. Please refer to Attachment B for a listing of the changes included in the 2011 recommended budget. In addition to declining revenues in some funding sources, the city will need to implement contingency plans for 2011 if voters choose not to replace the Xcel franchise fee that expires on December 31, 2010. The franchise fee contributes $4.1 million to the General Fund budget. Should City of Boulder voters decide not to replace the franchise fee with a utility occupation tax assessed on Xcel Energy in the November 2010 election, the city will need to implement a contingency plan to eliminate and reduce programs and services in the General Fund equal to the $4.1 million in lost revenue. Contingency planning also requires that Boulder prepare for the potential revenue impacts of the November 2010 election on city operations, should the voters of Colorado support any or all of State Amendments 60 and 61 or Proposition 101. Passage of these state ballot initiatives would significantly impact city programs in all areas. Contingency planning strategies for expenditure reductions and adjustments to revenues will be discussed at the Aug. 24, 2010 Study Session. Potential expenditure reduction details will be provided for review and discussion in September. The economic reality combined with the escalating cost of providing government services dictates that resources should be allocated to priority city services and programs. Concurrent with the BRC II analysis and implementing its recommendations, the city adopted a Priority-Based Budgeting (PBB) process to identify the core city services and the community 16 goals for its municipal government. PBB is an evolution of the Boulder Business Plan and continues the city's focus on financial sustainability by addressing critical deficiencies and allocating funds to programs and services that achieve the greatest results. Concurrent with PBB, an interdepartmental review of vacant positions has helped identify and implement additional organizational efficiencies to better meet the priorities of the community. PBB has introduced a mechanism to determine if city programs are accomplishing city goals, are appropriately provided by local government, and if programs could be more efficiently provided by developing new partnerships with community organizations. City staff used several tools, including PBB, to guide the development of the 2011 Recommended Budget in order to respond to economic challenges and to: • understand the full cost of providing services and programs, • evaluate services and programs based on the ability to accomplish community objectives, • reallocate resources and identify more efficient ways to deliver services, • maintain public safety and other core services, and • minimize impacts, including reductions in services, to those residents who most need assistance during tough economic times. A summary of the PBB process is included in Attachment C. 2011 BUDGET HIGHLIGHTS The 2011 Recommended Budget projects citywide revenues of approximately $225 million and expenditures of $230 million, including approximately $5 million drawn from the fund balance for capital improvements and one-time expenses. Most fiends that are using fund balance dollars have purposely saved money in order to fund capital projects. Pay-as-you-go financing is a common strategy in capital intensive funds such as the Water Utility funds, the Transportation Fund and the Permanent Parks and Recreation Fund. Other funds, including the General Fund, are using fund balance reserves to fund either capital or one time expenses in 2011 such as the Clean Energy Study, Junction Place Phase I improvements and several redevelopment analyses. Finally, in limited circumstances, the use of fund balance dollars 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 2011 Recommended Budget reflects a nearly flat budget compared to the 2010 budget since both revenues and expenditures are projected to increase by less than 0.3%. More specifically, revenues are projected to increase by 0.27% from the 2010 approved budget while expenditures will increase by 0.05%. Two charts reflecting the summary of citywide revenues and citywide expenditures are provided below. 17 2011 Revenues Total = $224,873 (in $1,000s) Other $41,363 Sales Tax 18% $86,570 Ping & 39% Develop Fees $4,994 2% Utility Rate. $44,905 20% Parks & Recreation Property Tax $8,479 Intergovernmental Part5' $9,999 $28,563 4% 4% 13% 2011 Expenditures Total = $230,274 (in $1,000s) DUHMD/ Housing/ Prkng Svcs Human Svcs Open Space/ S9,674 512,921 Mtn Prks Comm Plnng & Police 4% 6% S24,452 Sustainability $28,849 11% 56,371 Gen Gvrmnnt 13% 3% 511,976 5% Parks & Recreation Fire $24,787 11% $14,952 6% Library Arts Admin Svcs 57,562 $10,261 3% 4% Debt PW/ $2,673 PAV/ PW/ DSS 1% Utilities Transportation 59,112 $45,886 S20,798 4% 19% 9% 18 A key component of the 2011 Recommended Budget includes the management of personnel expenditures, including specific recommendations of BRC II and a citywide shift to a total compensation package that reflects market trends for employee pay and benefits. In 2011, the City of Boulder will transition from a multi-carrier environment to a single health insurance carrier. Additionally, a comprehensive employee compensation study indicated that some union employees are compensated above market rates and other employees are consistent with peer employment groups. Negotiations and comparative analyses completed in 2010 have positioned the city to reflect market trends and remain a competitive employer in 2011. Sustainable compensation practices based on employee performance are being implemented as follows: • BMEA - No "General salary Increase" (GSI) for 2011, coupled with a 0% pool for performance-based pay increases to bring compensation in line with peer markets • Fire - 1% general salary adjustment and 2% increase in retirement contribution (to bring in line with other employee groups) • Police - 3.5% general salary adjustment (2010 represents the second year of the current approved contract. Year one included a 1% general salary adjustment) • Mgmt/Non-Union - Elimination of the GSI adjustments begun in 2010, coupled with a reduced pool for performance-based pay increases averaging only 2% to bring compensation in line with the projected 2011 Denver/Boulder employment market increases. The recommended budget also provides for utility rate increases of 3% Water, 3% Wastewater and 0% Stormwater/Flood Management. A typical residential customer's utility bill would increase by approximately $1.50 per month. Other significant aspects of the 2011 Recommended Budget include: 1. Commissioning a Clean Energy Study to evaluate options to achieve Boulder's greenhouse gas reduction goals. The city's Clean Energy Team will be facilitating a community input process during September and October to help define the goals, objectives and process. It will analyze a range of clean energy technologies and potential investments to determine the best path forward for an energy supply that maximizes renewables while remaining affordable and reliable. 2. Piloting a redevelopment team to lead several initiatives aimed at revitalizing under- performing areas of the city. These initiatives intend to improve the economic performance of these areas, contribute to the city's fiscal health, and create great places that contribute to our community's social and cultural vitality as well as our environmental quality. The first area of focus for this effort is on the potential for redevelopment at Diagonal Plaza, with preliminary analysis currently underway. The team is also engaged in conversations related to the Uni-Hill revitalization efforts and potential opportunities on the city-owned properties in the south of Canyon area. 19 3. Continuing the city's commitment to the Flexible Rebate program that helps to attract and retain primary employers in Boulder, strengthen the city's fiscal health, and further Boulder's leadership in industries such as clean technology, natural and organic foods, digital media and active living. Since its inception in 2007, the money invested in this program has generated over 8.5 times that amount in local economic activity, providing a strong return on investment and sending a clear message that the City of Boulder cares about the success of its business community. In 2011, an additional $285,000 is being allocated on an ongoing basis, bringing the total program funding to $350,000 per year. 4. Centralizing the city's licensing functions under the Finance department to provide one-stop-shopping, employee cross training, and more efficient operations. The licensing of medical marijuana establishments also will be addressed through the organizational restructure. 5. Centralizing Communication staff under the City Manager's Office in 2011 to enhance communication support and efficiency for citywide initiatives, programs and services that contribute to achieving community priorities and council goals. 6. Reallocating code enforcement resources in order to centralize noise and nuisance party enforcement to the Boulder Police Department (BPD), eliminating a vacant staff position and improving continuity of service to the community. This proposal formalizes the arrangement in place since April 2010. The BPD has been conducting all nighttime noise and nuisance parry enforcement since that time. The BPD evaluated call loads and enforcement response times from this transition period and determined that the department was able to handle the noise calls during spring 2010 without a significant reduction in response times. The reallocation for 2011 would provide for an additional officer to be assigned to night patrol to help with the additional calls for service. This shift in duties means that the three remaining EZEO positions will focus on activities reflected by the following general categories of work: o Land Use/Zoning and Environmental Planning, o Building, Housing, & Nuisance Abatement, and o Community Quality of Life, including Right-of-Way Enforcement 7. Beginning in 2011, the Police department will directly provide animal control services to the community, replacing the contracted services currently provided by the Humane Society of Boulder Valley (HSBV). HSBV notified the city in 2009 that it will focus on its core mission of animal care and education and will exit out of animal control/enforcement with the city by the end of 2010. This change is a reflection of HSBV's effort to focus on its strengths and core mission. 8. Continuing to invest in capital projects that leverage funding and support partnerships, such as the underpass and related improvements proposed for Broadway/Euclid. 9. Allocating one-time funding sources to the Capital Improvement Program to maintain and repair city infrastructure as directed by the city's revised CIP Guiding Principles 20 10. Based on the city's financial practices, one-time revenues continue to be allocated for one-time uses, including Junction Place Phase I capital improvements and the Clean Energy Study. 11. Conducting a community survey to track trends from a representative cross-section of Boulder residents about their opinions and priorities. A 2011 survey would be the ninth in a series of such surveys conducted since 1987. The last community survey was conducted in 2007. CONCLUDING COMMENTS In the newly re-ordered economy where tax revenues are flat or declining, state and federal funding is being cut, and many residents are unemployed, local governments must focus on core services and make strategic decisions rather then implement across the board cuts that could have serious repercussions on the community. This is the city's approach for 2011. The Recommended Budget avoids broad sweeping cuts to all programs and instead targets savings and adjustments that best enable the city to fund priority programs and services that accomplish community goals and provide a sustainable government. The Recommended Budget addresses the structural funding gap, the current recession and moves the city toward a more efficient government organization. As Boulder continues to focus on closing the funding gap and adjusting to the new economy, the city will continue to implement Priority-based Budgeting and leverage limited resources to effectively deliver core services. My work with staff in this regard will include a continued focus on improving efficiencies to reduce expenditures, enhance effectiveness of programs and services, and assess partnership opportunities to achieve council and community objectives. Respectfully submiijtted, Jane S. Brautigain City Manager Enclosures: Attachment A: Budget Stabilization Strategies & Capital Improvement Program Guiding Principles Attachment B: Listing of Changes Included in the 2011 Recommended Budget Attachment C: Priority-based Budgeting Summary 21 ATTACHMENT A Budget Stahilization Strategies and Capital Improvement Program (CIP) Guiding Principles The City of Boulder began to feel the effects of the national economic downturn in 2008. This downturn had an impact on a number of revenue sources, including accommodations tax, interest revenue and development-related fees. However, the most significant impact was to sales and use tax collections which represent 39% of the city's total revenues. To strategically address the impact of decreasing city revenues, a budget stabilization plan was created to manage the 2009 budget, guide the development of the 2010 budget and provide a vehicle to inform council and the public of the approaches being used to rebalance the city's budget. These strategies were further refined during the development of the 2011 budget and were used in concert with Priority-Based Budgeting' and the city's Business Plan to guide decision-making. Although specific approaches vary by fund, the following strategies provided an overarching framework for management to use in the development of the 2011 budget: 1. Ensure compliance with legal mandates and commitments to voters. 2. Define priority objectives and create a budget based on achieving objectives. 3. Balance frrnding needs to achieve city values and goals ivhile sustaining basic city services. 4. Maintain core services at reasonable service delivery levels before expanding and/or enhancing services. 5. Implement ongoing reductions that are strategic in nature in order to maintain high priority services at acceptable levels. 6. Use one-time funding only for capital related expenses including the funding for° studies needed to analyze capital investments or redevelopment potential. 7. Implement reductions in a manner that balances ficnding needs with time to monitor and evaluate revenues, considers a phased approach ifpossible, and seeks to provide notice to impacted customers and employees. 8. Continue to pursue organizational efficiency and technology improvements. 9. Revise organizational policies to maximize cost efficiency and pursue the examination of additional policies and practices. 10. Farther implement recommendations of the Blue Ribbon Commissions (I and II). During 2010, Council feedback further informed the development of the Capital Improvement Program (CIP) that is intended to address the ongoing major business needs and maintenance and repair of city assets as well as enhancements and expansion called for in the Boulder Valley Comprehensive Plan. The CIP assures that the municipal organization maintains a strong bond rating, implements community values, and has fiscal integrity. Guiding principles were adopted by Council during 2010 to prioritize investments both across and within funds based as follows: 1 Refer to Attachment C for additional information about the city's use of Priority-Based Budgeting. 22 1. Capital Improvement Programs should be consistent with and implement Council-accepted master plans and strategic plans. 2. Capital Improvements should achieve Community Sustainability Goals: • Environmental - sustainable materials, construction practices, renewable resources, etc. • Social - enhancements that improve accessibility to city services and resources provided to the community. • Economic - effective and efficient use of public funds across the community. 3. As potential capital investments are identified, the city must demonstrate in the CIP process that there are sufficient funds to operate and maintain the project or program. 4. Capital Improvement Programs should provide enough capacity and flexibility in our long-term planning to be able to respond to emerging, unanticipated needs. 5. Capital Improvement Programs should maintain and enhance the supporting city-wide "business systems", such as information and finance systems, for the city over the long- term. 6. Capital Improvement Programs should sustain or improve maintenance of existing assets before investing in new assets. 7. Capital improvements should: • Meet legal mandates from federal, state, or city levels • Maintain or improve public safety and security • Leverage external investments • Promote community partnerships • Reduce operating costs and improve efficiency 8. Capital programming should maximize efficiency of investments demonstrated by measurable cost/benefit analyses and coordination of projects across departments within and across funds. 9. The Capital Improvement Program should provide sufficient reserves to allow for a sound fiscal foundation with benefits that include: • A strong bond rating • The ability to address emergencies and natural disasters 23 ATTACHMENT B 2011 Ongoing 2011 One- Fund Dept Description Amount Time Amount FTEs General Fund Funding will support the migration of Minor in Possession (MIP) cases to the Municipal City Attorney Court 6,750 Increased funding for operating expenses and memberships (e.g. Sister City program, City Council Rocky Flats and National League of Cities memberships) 36,000 Old Hire Fire and Police pensions - additional funding will help to partially close the pension Citywide funds' shortfall. 38,000 Funding to undergo a Clean Energy Study to evaluate options to achieve Boulder's Citywide Greenhouse Gas Energy Goals 260,000 CMO Add a licensing clerk to address medical marijuana licensing program requirements 63,603 1.00 Transfer Library communications staff member to central communications office and CMO increase by 0.25 FTE 22,213 0.25 CMO Address Channel 8 production staff and operating expenses 42,000 0.50 Conduct a Community Survey to track trends from a representative cross-section of Boulder CMO residents 8,000 24,000 Community Planning Provide additional ongoing funding for the city's Economic Vitaliy - Flexible Rebate Program 285,000 Community Studies to evaluate redevelopment opportunities, including the Diagonal Plaza and Planning University Hill commercial areas. 135,000 Finance Provide additional resources for the city's sales/use tax auditing program 160,000 2.00 Funding for the Fire Apparatus replacement program; funding for replacement of fire Fire apparatus equipment was identified as a "critical deficiency" by BRC 1 150,000 IT Provide one-time funding for high priority technology programs 40,000 Funding for the city's software replacement program; funding for software replacement and IT technology needs were identified as a "critical deficiency" by BRC 1 100,000 Library Restore Sunday hours at the main library (restored on a one-time basis in 2010 budget) 42,500 Library Enhance the Library's acquisition program 69,000 Funding will support the migration of Minor in Possession (MIP) cases to the Municipal Municipal Court court 25,000 ATTACHMENT B 2011 Ongoing 2011One- Fund Dept Description Amount Time Amount FTEs Implementation of Animal Control Services in the Police Department; the current available budget is $450,000; additional $90,000 will be held in contingency until program costs are Police finalized. 90,000 6.00 Police Install electronic citations system for 20 police vehicles 42,000 Funding for facility maintenance, renovation and replacement; funding for facility PW/DSS maintenance was identified as a "critical deficiency" by BRC 1 380,000 General Fund Total 1,518,066 501,000 9.75 -Plan nin and Develo ment Services Fund Community Planning Urban Wildlife Coordinator (funded by multiple departments) 113,076 1.00 Community N Planning Reallocate from operating budget to extend the Senior Urban Designer on an ongoing basis 101,163 -Planning and Develo ment Services Fund Total 214,239 0 1.00 15 Cent Sales Tax Fund Community Planning Add 0.25 FTE to the Integrated Pest Management (IPM) Coordinator 17,500 0.25 Community Planning Data Management/Admin Support Position 28,000 0.50 Community Planning Administrative Specialist 111 33,000 0.50 .15 Cent Sales Tax Fund Total 78,500 0 1.25 Recreation Activity Fund Parks & Recreation Boulder Reservoir - Aquatics Nuisance Species Mitigation 75,000 Parks & Recreation Computer Replacement 70,000 Parks & Eliminate Therapeutic Recreation Coordinator position Recreation 71,080 -1.00 Parks & Eliminate Reservoir/Aquatics Recreation Administrator position Recreation (90,388) -1.00 ATTACHMENT B 2011 Ongoing 2011One- Fund Dept Description Amount Time Amount FTEs Parks & Eliminate Facilities Recreation Administrator position Recreation 120,610 -1.00 Parks & Eliminate Aquatics Recreation Coordinator position Recreation (57,400) -1.00 Parks & Reduce golf course expenditures through elimination of Maintenance Person III position, Recreation extension of fleet lifec cles and reduction of event center maintenance costs 95,000 -1.00 Parks & Eliminate Lake Patrol Coordinator position and reduce hours of beach operations at the Recreation Boulder Reservoir 22,460 -0.37 Restructure Fitness and Wellness Workgroup via elimination of Recreation Leader and Parks & Recreation Coordinator positions Recreation 130,545 -2.25 Parks & Provide childcare services using temporary staff rather than standard, ongoing positions Recreation (35,000) -1.00 Parks & Reduce Sports programming expenses N Recreation 30,000 Parks & Reduce Access and Inclusion programming expenses Recreation 25,000 Parks & Reduce Sports field maintenance expenses Recreation (15,000) Recreation Activity Fund Total 547,483 0 -8.62 Climate Action Plan (CAP) Tax Fund Community Extend Residential and Business Sustainability Services positions to coincide with the end Planning date of the voter approved CAP tax (March 2013) 157,000 Climate Action Plan (CAP) Tax Fund Total 157,000 0 0.00 -Open Space Fund Open Space/Mtn Parks Eliminate Division Manager position 132,000 -1.00 Open Space/Mtn Parks Eliminate Administrative Specialist II position 63,715 -1.00 Open Space/Mtn Parks Eliminate Trail Maintenance position (50,148) 1 -1.00 ATTACHMENT B 2011 Ongoing 2011One- Fund Dept Description Amount Time Amount FTEs Open Space/Mtn Parks Eliminate Resource Information Technician position 27,715 -0.50 Open Space/Mtn Parks Eliminate Program Assistant position 66,508 -1.00 Open Space/Mtn Parks Eliminate Education and Outreach position 31,817 -0.50 Open Space/Mtn Parks Convert fixed term Admin Specialist positions to standard ongoing position Open Space/Mtn Convert fixed term Cultural Resource Program Coordinator assistant to standard ongoing N Parks position Open Space/Mtn Parks Convert fixed term Sign & Graphics Display Assistant position to standard ongoing position Open Space/Mtn Parks Convert fixed term Trails Supervisor position to standard ongoing position Open Space/Mtn Parks Convert fixed term Resource Monitoring Coordinator position to standard ongoing position Open Space/Mtn Parks Convert fixed term Wildlife Ecologist position to standard ongoing position Open Space/Mtn Parks Convert fixed term Plan Ecologist Technician position to standard ongoing position Open Space/Mtn Parks Convert fixed term Education Outreach Coordinator position to standard ongoing position Open Space/Mtn Parks Convert fixed term Community Outreach Coordinator position to standard ongoing position ATTACHMENT B 2011 Ongoing 2011 One- Fund Dept Description Amount Time Amount FTEs Open Space Fund Total (371,903) 0 -5.00 -Transportation Fund Reallocate three maintenance positions from personnel to operating expenses since PW/Trans existing staff and contract services will be used to provide the services -3.00 PW/Trans Reduce maintenance on fleet vehicles 35,982 PW/Trans Eliminate median maintenance position (44,421) -1.00 PW/Trans Eliminate street maintenance person 45,464 -1.00 PW/Trans Eliminate traffic technician position and associated vehicle 86,303 -1.00 PW/Trans Eliminate transportation planner position (45,428) -1.00 PW/Trans Eliminate sign technician position and associated vehicle 107,185 -1.00 PW/Trans One-time fleet savings through extending vehicle replacement cycle 309,873 PW/Trans Increase street lighting budget 155,250 Transportation Fund Total 209,533 309,873 -8.00 00 1 Water Utility Fund PW/Utilities Nederland Wastewater Treatment Facility operating costs 17,300 Water Utility Fund Total 17,300 0 0.00 I F_ Wastewater Utility Fund Debt Service for revenue bonds to be issued Aug-Oct 2010 for Wastewater Treatment Plant PW/Utilities Improvements 715,500 PW/Utilities Eliminate maintenance position in the treatment plant (44,069) -1.00 Wastewater Utility Fund Total 671,431 0 -1.00 Com uter Re lacement Fund Information Purchase a tool to manage the archiving of individual email files to comply with e-Discovery Technology requirements for legal discovery requests 12,000 87,000 Information Technology Increase city-wide Enterprise Disk Storage capacity 20,000 Computer Replacement Fund Total 12,000 107,000 0.00 ATTACHMENT C PRIORITY-BASED BUDGETING IMPLEMENTATION FOR 2011 BUDGET BACKGROUND A Business Plan was initially implemented as part of the 2006-07 budget process. The Business Plan is a link between the Boulder Valley Comprehensive Plan, various department strategic and master plans and the recommended budget. All city programs and services were evaluated to determine whether they were essential, desired, or discretionary. The Blue Ribbon Commission (BRC) I and II reports also noted several issues that should be addressed through comprehensive financial planning. BRC I completed an analysis through 2030 and identified a structural gap between revenues and expenditures. This concern, highlighted in the January 2008 BRC I Report, noted a $90 million dollar funding gap by 2030 even if all expiring General Fund sales taxes are renewed by Boulder voters. This gap is now projected to be $75 million based on the "de-Brucing" of city property tax supported by voters in the 2008 election. In the Blue Ribbon Commission Phase II (BRC II) final report, the commission identified the need to adopt a budget process based on prioritizing services. In doing so, the commission concluded that such a process would allow the city to allocate limited resources in a way that most effectively meets the city's key goals or top priorities. Current economic conditions and the long-term structural budget problem require that the City of Boulder conduct business in a new way, evaluate what services and programs can be provided, continue to focus on being as efficient as possible and refine processes and systems to work with staffing levels that can be sustained overtime. In order to address these economic and structural realities, a Priority-based Budgeting (PBB) approach was implemented as part of the 2011 budget process and will be increasingly useful to determine the set of services and programs that will be provided to the community. OVERVIEW OF PRIORITY-BASED BUDGETING The PBB approach is an iterative and collaborative process for establishing the priorities of local government and provides flexibility in order to meet the changing needs of the community. In order to implement the process, the following steps were taken by the city organization: 1. Determining Community "Results" The initial step in implementing this approach is to identify the city's goals or "results" which serve as high level, overarching objectives that represent the priorities of City Council and the community. Based on existing council goals and the 2009 community survey, the City of Boulder's results were identified as: ➢ Accessible and Connected Community ➢ Economically Vital Community ➢ Inclusive and Socially Thriving Community ➢ Healthy Environment and Community ➢ Safe Community ➢ Good Governance 29 2. Defining "Results" Several community meetings were held in spring 2010 to provide an overview of the PBB process and to solicit community input and feedback on the draft result definitions. Two separate public meetings were held to inform the public about the new budgeting process and engage the community in identifying result definitions. Following the public meetings, a focus group consisting of community members was convened to review and provide input on the draft results. Based on the feedback received at the public meetings and from the focus group, the draft result definitions have been revised as shown in Attachment C-1 In addition, a brainstorming exercise was completed to help define the city's results. More specifically, community members and city staff developed definitions based on identifying how the city ensures it achieves success in each of the result areas. 3. Identify Programs and Costs Another step in the process required that every city department create an inventory of their specific individual programs and identify the corresponding program cost. As part of this process, the level at which programs were identified was reviewed to ensure a consistent and reasonable approach across departments. After all city departments finalized their 2011 program inventory, program costs were identified in a manner that allows staff to evaluate and understand the costs using different criteria. As such, the PBB costing analysis separately identifies direct costs and indirect costs (department and citywide overhead). This work aligns with the BRC II's recommendation that the full cost for each city service/program should be calculated on a regular basis. 4. Program Scoring Based on the results and result definitions, city departments evaluated and scored their programs based on their contribution to the achievement of the city's results. Programs were evaluated either against all five community results (for services provided directly to the community) or against the one governance result (for administrative services, such as Human Resources and Information Technology). Programs were also scored against a set of "basic attributes" that accounted for issues such as legal mandates, program cost recovery, reliance on city to provide service and change in demand. In total, 443 programs were scored across all city departments. After departments completed their evaluation, program scores were reviewed by inter- departmental Peer Review Teams. The Peer Review teams provide assurance that program scores are applied consistently and fairly across all departments. Similar to the process used by each department, the peer review teams recommended score adjustments based on the ability of each program to achieve city results as demonstrated through the definitions. Lastly, the City Manager's Budget Team made final scoring decisions for any program score changes contested by departments. 30 5. Program Quartiles The final program scores were then compiled into four quartiles. As indicated in the spending array summaries shown below, the city allocates the majority of its financial resources to programs identified as highly influential in achieving city results - i.e., to programs identified as 1st and 2d quartile programs. Overall, the process serves as another tool though which efficiencies can be identified as a means to providing priority services desired by the community. Prioritization Array: Combined City-wide Programs ~E 1 $76,098,598 ~m Ya_ 2 $54,486,269 oc ++m3 3 $22,821,736 c1." v ,zy~; 4 $11,560,418 $ $10,000,000 $10,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 Prioritization Array: City of Boulder Community Programs $71,555,322 ~o Yd_ 2 $42,448,240 a~ +-m 3 L'- O $18,166,045 4 $6,218,91 $10,000,000 $10,000,000 $30,000,000 $40,000,000 $50,00,000 $60,000,000 $70,000,000 $80,000,000 31 Prioritization Array, City of Boulder Governance Programs E E 1 $4,543,276 m~~ =o~ o Y a 2 $12,038,030 L'- O =J 3 $4,655,691 ar= o 4 $5,341,443 I $ $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 In viewing the spending array summaries, note that the identified costs are based on direct program costs and exclude capital improvement funds and debt service payments. 2011 PRIORITY-BASED BUDGETING STATUS As with the implementation of the Business Plan, the PBB process will continue to evolve in the coming years. In this first year of PBB, the process was used as a guide in making funding decisions in the City Manager's 2011 Recommended Budget. It is one of several budget tools that can inform staff and council in strategically targeting funding reallocations in a number of ways including: o improved efficiencies in any of the four quartiles, o reallocation of funding based on the changing needs of the community, and o model program budget impacts based on city revenues. The PBB tool does not mean that any programs automatically will be eliminated because it is in a lower quartile. As always, the city will continue to rely on management's business knowledge/perspectives, implementation of organizational efficiencies, best practices and innovative governmental practices in determining the 2011 budget. The PBB process is an evolution of the Business Plan and was first used in 2010 as one of the tools to develop the city's recommended budget. PBB will continue to evolve each year, and it is anticipated that program inventories, results and definitions may be adjusted to ensure their alignment with community needs and values. Through this continuous improvement, the effectiveness of the process in meeting the needs and values of the community will be maximized. J 32 r1r1'TAC•IEN-1PAT C-l QMn. a v~~ty at p,rkurai, eoalal .nd riel.aekrtal ~~ffiH arld fnOasLJplr • aJ'11wA-Wini Ow 6v' .ry pP r..M1..retli~Sl. Yru'.n+lr. 9'.d JUalnna ra9N, Fro^•cli[[r r'r.::~.r rr'.: IRa'1 pioPb Mp.rh..."d.w,-.-a.ah nnapllry 'Iran -111r unJUm. v'.ru mal srrn,:+a cPlllma'.,r; ."an. rre nar-" -nlf pl.y - Accas-316re ~I+d Connemad CornmunJ. Il.arihy iEnvlrarrn"• I ! I a,4A Crllluutlr e. fairers yi.n'iwrt inr r'lani. da.lpi!- and roar ii ,r.dmaunp and m.7cuma aKirlrvi Fl P.IIM-br7rtclullre a•Id I'. 'rtc~'ra•h'• '.•IfnFlrberMli niM'AIAI no-.u.r.crunpn.: ann r4e.ide-.~pan .a a'!. v'caraT. Inrarm.i'en r pnrep.a r':H-': 'n'li:. 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'r 0►'N N-apart aDJCa- FOiarb rmftaialR rO bs r w r1001f•ur I. r'll. n'll'Irl•..' 0.nlbr-e.. alYAraltyand .r.l. :!'I'I'4'.„ I rNRO-4 rliVnl,n ryhrJ I•~. f it ~I ~~~+.I I JVti~r VX. Aim A w.". EnMm.d -d fi-dda--a ,aaa a~nur rna-rd.. fJaur.nC. Ot (;neaW. .i M Nr.4,t.Y1~ U raaWa a cYrp9le nr ..l.ly 'k of ft MccwMcy r.p WNary.IlRyellCy and .tRJ,sn llnfy 14f JlT OtV R r1rF• f, Pllrynryry. Mi! If tnr [~,lh Lk'afi In anm.._ c 5,4'}•4-ITC. hu.ln..aaa xcaA np. cumwclnT 9nd a"....... rN yhPP'nPIT?. p'rrt.oN..hwM ++.dp,h Yr pl.r. rryanl4a4y Goad Geuernaimo $sP0 G6R1III 11III 1y In p.i d.J rut !n0 tu,9r[9. M.It X, I.-s41p .l.Irudl,[Ip -nd 101.""1144 A.Aap•.i .nI W 14 I'IP91P11. FIN5alu9wda Mru Jrcw,nl sL aaMi ur au.l.[WdIllry Pf ma [:rp'- city. eprnmlr,tiy and arty 49uewnmm~vf rnr4ti,,dPla 9nd rn'llI-nIry nnwvrraC hunl.w aad raprartat P..".'I ...An raWr- phP.IrJf -r. IV— eu. -do., kA" I[nay wtd.rf[r nre MIh-h'marp WW 4-w f. iftoH ram. and rallq+anpi PNf~'.'J 33 ATTACHMENT C-2 A B C D E F G H 1 COMMUNITY PROGRAMS 2 3 QUARTILE 1 PROGRAMS - 79 QUARTILE 2 PROGRAMS - 103 QUARTILE 3 PROGRAMS - 103 QUARTILE 4 PROGRAMS - 58 a •CityManager'sOffice - Domesticpartnerships•Arts.15%-Arts Resource -Arts - Major Grants -Arts - BMoCA -City Manager's Office - City/CU - 5 -City Manager's Office - Liquor Licensing Relations/Community Collaboration -Arts - Mini Grants -Arts - Dance Bridge .Community Planning & Sustainability - Building Permit Plan 6 Review (Zoning Compliance) -City Manager's Office - External Communication -Arts .15%- Arts/Business Collaborative Grant -Arts .15%- Dairy mortgage -Community Planning & Sustainability - Comprehensive 7 Planning -City Manager's Office - TV Broadcast Communication -Arts .15%-Arts-in-Education grants -Arts .15%- Dairy support 8 'Community Planning & Sustainability - Development Review -City Manager's Office - Web Communication -Arts .15%-Theater grants -City Attorney's Office - Municipal Court Prosecution -Community Planning & Sustainability- Ecological -City Attorney's Office - Legal Aid Defense for Indigent 9 -Community Planning & Sustainability - GIS Services Planning (treated as two programs) Defendants in Municipal Court -City Manager's Office - City/CU - OCSS Funding -Community Planning & Sustainability - Economic -City Manager's Office - Campaign Finance 10 -Community Planning & Sustainability - Site Inspection Vitality Program & Sponsorships Reform/matching funds administration -City Manager's Office - Community Newsletter -Community Planning & Sustainability - Energy 11 -Community Planning & Sustainability - Zoning Administration Efficiency & Conservation -City Manager's Office - Conduct of Elections -City Manager's Office - Other Licensing •DUHMD/PS - Downtown & Community Improvements- -Community Planning & Sustainability- Historic -Community Planning & Sustainability - Business Incentive 12 streetscape Preservation Programs -City Manager's Office - Sister City Administration .Community Planning & Sustainability- Map Data *Community Planning & Sustainability - City Organization 13 •DUHMD/PS - Citywide Event Permitting Maintenance Sustainability •DUHMD/PS - Business Assistance/Economic Vitality/RHG .Fire - Emergency Response (fire, medical, rescue, BES -Community Planning & Sustainability - Regional -Community Planning & Sustainability - Transportation 14 services) Sustainability GHG reductions •DUHMD/PS- Planning-Civic Use Pad -Community Planning & Sustainability - Waste WW 15 -Fire - Fire Code Permits Reduction •DUHMD/PS - BID funding for events/marketing •DUHMD/PS - BID funding for survey/database •DUHMD/PS - Parking Garage/Lot 16 -Fire - Inspections/Code Enforcement Operations/Maint/Equip •DUHMD/PS - BID funding for trash, ambassadors, kiosk •DUHMD/PS - Green initiatives-assistance to businesses *Housing & Human Services - Family Resource Schools - Family 17 Support Services -DUHMD/PS - Planning -NAP •DUHMD/PS - BikeRack operation/maint •DUHMD/PS - Newsbox program *Housing & Human Services - Funding/Allocation of Federal 18 Community Development Block Grant (CDBG) funds •DUHMD/PS - Civic Plaza -Farmers Market •DUHMD/PS - Citywide Film permitting •DUHMD/PS - Parking Garage Booth Attendants .Housing & Human Services - Funding/Allocation of Federal •DUHMD/PS - Hill Parking Lots •DUHMD/PS - Trash Bag supplies outside the Hill Business 19 HOME and Community Development Block Grant (CDBG) operations/maintenance/trees/snow removal •DUHMD/PS - Mall operations District .Housing & Human Services - Funding/Allocation of local •DUHMD/PS - Hill Public Space 20 Affordable Housing and CHAP funds operations/maint/tress/streetscape/snow removal •DUHMD/PS - Mall Permitting/Kiosk adv/Mall Carts/etc •DUHMD/PS - CAGID parking refunds .Housing & Human Services - Housing Planning, Policy Development, Project Management and Affordable Housing •DUHMD/PS - Meter 21 Planning Development Review -Fire - Office of Emergency Management maintenance/repair/collection/fees/parts/communication -Fire - Fire Investigation -Housing & Human Services - Human Relations Commission (HRC): quasi-judicial function, social policy development, 22 community event funding, community relations -Fire - Operations/ Planning/ Mitigation/ Coordination DUHMD/PS - EcoPass Program -Fire - Emergency Medical Service Certification .Housing & Human Services - Human Services Fund Programs - 'Housing & Human Services - Childcare Subsidy and 23 Basic Safety Net Services Referral - Child Care Payment Assistance •DUHMD/PS - Neighborhood Parking Program -Fire - Fire Certification -Housing & Human Services - Human Services Fund Programs - -Housing & Human Services - Childcare Subsidy and -DUHMD/PS - Parking Enforcement/Enforcement Special -Fire - Service Calls (lockouts, lift assists, water leaks, alarm 24 Early Intervention and Prevention Services Referral - Parent Education Events shutoffs, etc.) 'Housing & Human Services - Community and City Manager Policy Committees: Immigrant Advisory Committee, CU-City Oversight Group Subcommittee on 25 *Housing & Human Services - Office of Human Rights Inclusiveness and Diversity (SID) •DUHMD/PS -Planning - Hill Revitalization -Fire - SWAT Support (for Police Department) -Housing & Human Services - Family Resource Schools 26 -Library - BoulderReads! Adult and Family Literacy Services Mental Health Services •DUHMD/PS - Public Information/marketing/sponsorships -Fire - Water Search and Rescue/ Recovery/Training ATTACHMENT C-2 A B C D E F G H COMMUNITY PROGRAMS 2 3 QUARTILE 1 PROGRAMS - 79 QUARTILE 2 PROGRAMS - 103 QUARTILE 3 PROGRAMS - 103 QUARTILE 4 PROGRAMS - 58 -Housing & Human Services - Family Resource Schools After School Social, Recreational and Academic 27 -Municipal Court - Adjudication Enrichment Classes •DUHMD/PS - TDM-Downtown Access programs -Housing & Human Services - Asset Management/Monitoring -Housing & Human Services - Community Mediation Program - 28 -Municipal Court - Probation -Housing & Human Services - Health and Wellness -Fire - Contracts (Rocky Mountain Rescue Group) Facilitations .Housing & Human Services - Homeownership -Fire - Departmental Vehicle/Equipment Maintenance and 29 -Open Space & Mountain Parks - Agricultural land management Programs Replacement -Library - Carnegie Historic Photo and Oral History Digitization .Open Space & Mountain Parks - Ecological Restoration .Housing & Human Services - Human Services Policy -Fire - Public Fire and Safety Education (includes Juvenile 30 Program (ERP) Development, Planning and Project Management Fire Setter Intervention) -Library - Carnegie Library Public Service Point 'Open Space & Mountain Parks - Forest Ecosystem -Housing & Human Services - Prevention and -Housing & Human Services - Childcare Recruitment and 31 Management Program (FEMP) Intervention Program - Crisis Response Training - Capacity Building -Library - Carnegie Library-Archival Functions 'Housing & Human Services - Prevention and -Open Space & Mountain Parks - Integrated Pest Management Intervention Program : Mental Health Prevention and -Housing & Human Services - Childcare Recruitment and 32 (IPM) Intervention Services Training - Professional Development -Library - Concert Series -Open Space & Mountain Parks - Plan Implementation -Housing & Human Services - Community Mediation 33 Coordination -Housing & Human Services - Senior Resources Program - Community Capacity Building -Library - Exhibits -Housing & Human Services - Youth Opportunities -Open Space & Mountain Parks - Ranger Naturalist Services - Program - Community Grant Funding to Youth Serving -Housing & Human Services - Community Mediation 34 Natural Resource Protection Agencies and Individuals Program - Mediation and Restorative Justice -Library - Film Series -Open Space & Mountain Parks - Ranger Naturalist Services - .Library - Children's & Young Adult Collection -Housing & Human Services - Early Childhood Council of 35 Public Safety Patrol/Law Enforcement Development & Acquisitions Boulder County - Early Childhood System Development -Library - Flatirons Library Consortium Support -Open Space & Mountain Parks - Regional, Master, and -Housing & Human Services - Early Childhood Council of 36 Management Planning .Library- Children's Public Services - Main Boulder County/Professional Development Training -Library - Holds -Open Space & Mountain Parks - Trail Program Maintenance -Housing & Human Services - Early Childhood Council of 37 and Construction 'Library- Collection Development and Acquisitions Boulder County/School Readiness -Library - Prospector 'Open Space & Mountain Parks - Trailhead Maintenance and 38 Construction -Library - Digital Branch Services *Housing & Human Services - Food Tax Rebate Program -Library - Public Services - Readers Advisory -Open Space & Mountain Parks - Wildlife & Habitats *Library - Integrated Library Services (Circulation -Library - Technology & Information Resource Training (Patron 39 Management Programs System) -Housing & Human Services - Nutrition and Staff) .Parks & Recreation -Athletic Field Operations (Rentals & -Library - Main Public Services - Registration and -Housing & Human Services - Senior Center Facilities Day 40 Maint.) Checkout (Main Front Desk) Activities and Rentals -Parks & Recreation - Child Care .Parks & Recreation - East Boulder Community Center -Housing & Human Services - Social Recreation--Trips and -Parks & Recreation - Dance - Competitive Youth Program 41 Operations and Maintenance 'Library - Meadows Branch Library: Public Services Sports (Expressions) -Housing & Human Services - Youth Opportunities -Parks & Recreation - Early Childhood Programs (music, 42 -Parks & Recreation - EXPAND - Inclusion .Library - Multi-Cultural Outreach Program -Youth Board Community Initiatives supervised play) .Parks & Recreation - North Boulder Recreation Center Housing & Human Services - Youth Opportunity Program -Parks & Recreation - East Boulder Community Center Drop-in 43 Operations and Maintenance -Library - Public Access Computers Youth Leadership Development Classes .Parks & Recreation - Flatirons Golf Course Convenience Retail 44 -Parks & Recreation - Park Operations and Maintenance *Library - Public Services - Reference Services -Library - Homebound Delivery (Pro shop) -Parks & Recreation -Parks and Recreation Planning and -Parks & Recreation - Gymnastics - Boys & Girls Competitive 45 Construction -Library- Reynolds Branch Library: Public Services Library - Library Technology Support (Flyers) .Parks & Recreation - Parks Operations Fleet and Equipment 46 Management (maint, repair, replacement) .Library- Shelving *Library - Receiving, Processing & Cataloging of Materials -Parks & Recreation - Iris Studio Operations .Parks & Recreation - Reservoir Maintenance & Operations (concessions, boating, beachfront, equipment rental, facility -Parks & Recreation - North Boulder Recreation Center Drop-in 47 rentals) 'Municipal Court - Case Management - General -Library - System-wide Thematic Programming & Events Classes .Parks & Recreation - South Boulder Recreation Center -Open Space & Mountain Parks - Cultural Resources -Parks & Recreation - Parks Building Maintenance (utilities and 48 Operations and Maintenance Program -Library - Volunteer Services custodial) .Open Space & Mountain Parks - Dog tag, permit and -Library - Young Adult Public Services Teen 49, -Police - Hill Unit facility leasing programs Space/Programming -Parks & Recreation - Salberg Shelter Operations ATTACHMENT C-2 A B C D E F G H 1 COMMUNITY PROGRAMS 2 3 QUARTILE 1 PROGRAMS - 79 QUARTILE 2 PROGRAMS - 103 QUARTILE 3 PROGRAMS - 103 QUARTILE 4 PROGRAMS - 58 -Open Space & Mountain Parks - Education and -Parks & Recreation - South Boulder Recreation Center Drop-in 50 -Police - Investigations Outreach Program -Municipal Court - Case Management - Animal Classes 51 -Police - Mall Unit -Open Space & Mountain Parks - Facility management -Municipal Court - Case Management - Parking -Parks & Recreation - Special Interest Classes .Open Space & Mountain Parks - Grassland Ecosystem --Municipal Court - Case Management - Photo Enforcement -Parks & Recreation - Weight Training Programs and Personal 52 -Police - Patrol Watches I, II and III Management Program (GMAP) (Radar & Red Light) Training -Open Space & Mountain Parks - Inventory and 53 -Public Works -Airport Maintenance Monitoring -Municipal Court - Case Management - Traffic -Parks & Recreation -Yoga - Youth Programs -Open Space & Mountain Parks -Junior Ranger -Open Space & Mountain Parks - Conservation Easement 54 'Public Works - Bike & Pedestrian Planning Program Compliance -Police -Accident Report Program 'Open Space & Mountain Parks - Real Estate -Open Space & Mountain Parks - Ranger Naturalist 55 -Public Works - Bikeways/Multi-Use Path Maintenance Acquisition OSMP Services - Education -Police - Bomb Squad -Open Space & Mountain Parks - Real Estate Services -Open Space & Mountain Parks - Rapid Response to safety 56 -Public Works - Flood Management to the General Fund and community concerns -Police - Community Police Center (CPC) 'Open Space & Mountain Parks - Resource Information -Open Space & Mountain Parks - Real Estate Services to 57 -Public Works - Industrial Pretreatment Services OSMP -Police - Crime Analysis Unit -Open Space & Mountain Parks - Volunteer Services -Open Space & Mountain Parks - Sign planning, design, 58 -Public Works - Planning and Project Management Program construction, installation and maintenance -Police - Employee Assistance Program (Wellness) -Open Space & Mountain Parks - Water rights 59 -Public Works - Planning and Project Management administration and management -Parks & Recreation - Adult Basketball - Leagues -Police - Photo Radar -Open Space & Mountain Parks - Wetland and Aquatic 60 -Public Works - Planning and Project Management Management Program (WAMP) -Parks & Recreation - Adult Dodgeball - Leagues -Police - SWAT Team W 61 *Public Works - Regional and Master Planning -Parks & Recreation - Adult Kickball - Leagues -Parks & Recreation - Adult Soccer - Leagues -Public Works - Meter Operations 62 -Public Works - Sidewalk Repair Program -Parks & Recreation - Aquatics Programs and Lessons -Parks & Recreation - Adult Softball - Leagues -Parks & Recreation - East Boulder Community Center 63 -Public Works -Signal Maintenance & Upgrade Aquatics Facility & Maintenance -Parks & Recreation - Adult Tennis - Instruction .Parks & Recreation - Adult Volleyball - Leagues and 64 -Public Works - Signal Maintenance & Upgrade -Parks & Recreation - Events Management Instruction -Parks & Recreation - EXPAND - programsParks & Recreation - Flatirons Golf Course Operations and Maintenance (rentals, range, lessons, tournaments, -Parks & Recreation - Asset Management and 65 -Public Works - Signs & Markings leagues) Infrastructure Analysis -Parks & Recreation - Natural Resource Management 66 -Public Works - Stormwater Permit Compliance (IPM, Water and Wetland Reg Mgmt, Wildlife Mgmt) Parks & Recreation - Commercial Tree Program -Parks & Recreation - North Boulder Recreation Center 67 'Public Works -Street Repair and Maintenance Aquatics Facility & Maintenance -Parks & Recreation - Community Gardens (city land lease) -Parks & Recreation - Reservoir - Aquatic Nuisance 68 -Public Works - Street Snow & Ice Control Species Mgmt -Parks & Recreation - Dance - Adult Programs -Parks & Recreation - Scott Carpenter Pool 69 'Public Works -Transit Operations Maintenance & Operations -Parks & Recreation - Dance - Youth Programs and Camps .Parks & Recreation - South Boulder Recreation Center 70 -Public Works -Transportation CIP-Capital Maintenance Aquatics Facility & Maintenance -Parks & Recreation - First Aid Classes -Parks & Recreation - Spruce Pool Maintenance & 71 'Public Works -Transportation CIP-Enhancements Operations -Parks & Recreation - Fitness Programs -Public Works -Transportation Development CIP- -Parks & Recreation - Youth Services Initiative (YSI) - 'Parks & Recreation - Flatirons Event Center Management 72 Enhancements Programs & Maintenance .Public Works - Wastewater Treatment Plant (WWTP) -Parks & Recreation - Youth Sports Programs - -Parks & Recreation - Forestry Operations (pruning, 73 Operations Instruction removal, planting) -Parks & Recreation - Youth Tennis - Instructions and 74 *Public Works - Water Resources Operations Camps -Parks & Recreation - Gymnastics - Youth Instructional ATTACHMENT C-2 A B C D E F G H 1 COMMUNITY PROGRAMS 2 3 QUARTILE 1 PROGRAMS - 79 QUARTILE 2 PROGRAMS - 103 QUARTILE 3 PROGRAMS - 103 QUARTILE 4 PROGRAMS - 58 .Public Works/ Development & Support Services -Building 75 Code Enforcement -Police - Alcohol Enforcement/Education -Parks & Recreation - Marketing & Community Relations -Public Works / Development & Support Services - Building -Parks & Recreation - Pilates, Swiss Ball, PiYo - Adult 76 Inspection -Police -Animal Control Programs -Public Works / Development & Support Services - Building Plan 77 Review 'Police - Communications Center Parks & Recreation - Pottery - Adult Programs .Public Works / Development & Support Services - Contractor 78 Licensing -Police - DUI Enforcement -Parks & Recreation - Pottery - Youth Programs -Public Works / Development & Support Services - -Parks & Recreation - Reservoir - Natural Areas 79 Development Review .Police - Records Management Management & Maintenance ,Public Works / Development & Support Services - Engineering 80 Permits -Police - School Resource Officers -Parks & Recreation - Women's Basketball - Leagues .Public Works / Development & Support Services - 81 Environmental and Zoning Enforcement 'Police - Special Events 'Parks & Recreation -Yoga - Adult Programs Public Works/ Development & Support Services - Rental 82 Housing Licensing and Enforcement .Police -Traffic Enforcement 'Parks & Recreation -Youth Basketball - Instruction -Parks & Recreation -Youth Football - Instruction & 83 -Public Works - Airport CIP Leagues 84 -Public Works - Airport Operations Parks & Recreation -Youth Sports Camps -Parks & Recreation -Youth Volleyball - Leagues and 85 -Public Works - Betasso Water Treatment Plant Instruction 86 .Public Works - Biosolids Operations Police - Community Services W -Public Works - Boulder Reservoir Water Treatment 87 Plant -Police - Criminalist/Collection of Evidence 88 -Public Works - Collection System Maintenance -Police - Emergency Preparedness 89 -Public Works - Distribution System Maintenance 'Police - Narcotics 90 -Public Works - Flood Channel Maintenance -Police - Professional Standards -Public Works - orest en enera Improvement 91 District (Eco-Pass) -Police - Property & Evidence 92 -Public Works -Graffiti Maintenance Police - Public Information 93 -Public Works - Public Area Lighting Police - Target Crime Team 94 -Public Works - Raw Water Facilities Operations .Police -Training 95 -Public Works - Stormwater Quality Operations Police - Victim and Volunteer Services 96 -Public Works - Street Lighting Public Works - Billing Services 97 -Public Works - Street Sweeping Public Works - Billing Services 98 -Public Works -Traffic Engineering Public Works - Billing Services 99 'Public Works -Transportation System Management -Public Works - Employee Transportation Program -Public Works - Hazardous Materials Management loo -Public Works -Transportation System Management Program -Public Works - Hazardous Materials Management 101 'Public Works-Travel Demand Management Program 102 -Public Works - Wastewater Quality Operations -Public Works - Hydroelectric Operations 103 -Public Works - Water Quality Operations -Public Works - Marshall Landfill Operations -Public Works / Development & Support Services - 104 Basemap Data Maintenance -Public Works - Median Maintenance -Public Works / Development & Support Services - GIS 105 Services -Public Works - Storm Sewer Maintenance 106 -Public Works - Water Conservation ATTACHMENT C-3 A B C D E F G H 1 GOVERNANCE PROGRAMS 2 3 QUARTILE 1 PROGRAMS - 24 QUARTILE 2 PROGRAMS - 31 QUARTILE 3 PROGRAMS - 16 QUARTILE 4 PROGRAMS - 29 -City Attorney's Office - Advise the City Boards and a -City Attomey's Office - Advise the City Council Commissions -City Manager's Office - Agenda and Meeting Administration -City Managers Office - Chamber /AV Support -City Attorney's Office - Advise the City Manager and City -City Attorney's Office - Civil Litigation Plaintiff Representation 5 Departments (when the city sues) a. -City Managers Office - Board and Commission Administration -City Managers Office - Contract Routing/Document Recording .City Attorney's Office - Civil Litigation Defense (when the city is 6 sued) a. -City Manager's Office - Open Records Requests Management -City Managers Office - Codification of Boulder Revised Code -City Manager's Office - Federal Legislative Affairs -City Manager's Office - Records Retention, Management, 7 -City Attorney's Office - Contract Review Archiving, and Destruction -City Managers Office - Intergovernmental Relations -City Managers Office - State Legislative Affairs -Finance - Long-Range Planning/Fiscal Analysis and Strategic s City Attorney's Office -Ordinance Codification Planning :City Managers Office - Internal Communication -Finance - A/R-Assessments 9 -City Manager's Office - City Administration and Operations -Finance - Payment Processing -Finance - Policy Analysis -Finance - Employee Wellness 10 -Finance - Budget Development -Finance - Prop & Casualty Insurance Program -Human Resources - Payroll -Finance - Imaging/Record Retention 11 -Finance - Coordination, Monitoring, Forecasting & Analysis -Finance - Sales Tax - Auditing -Human Resources - Performance Management -Finance - Information Desk -Information Technology - Custom Application Provision - Community 12 -Finance - Debt Mgmt -Finance -Workers' Compensation Insurance Program Services -Finance - Internal Audit -Information Technology - Custom Application Provision - Governance 13 -Finance - Financial Reporting/Capital Assets/CAFR -Human Resources - Benefits - Employee Welfare and Administration -Finance - Mail - Centralized Services -Information Technology - Custom Application Provision - Planning and 14 -Finance - Portfolio Mgmt (Cash Mgmt/lnvestments/Bank Recons) -Human Resources - Benefits - Federally Mandated Leaves Development -Finance - Old Hire Pension Plan Mgmt -Information Technology - End User Application Support - Support 15 -Finance - Purchasing -Human Resources - Benefits - Retirements & Terminations Services -Human Resources - Benefits - Optional Employee Leaves -Information Technology - Packaged Application Support - Planning 16 -Finance - Sales Tax - Licensing, Collections, Reporting -Human Resources - Employee Relations and Development -Human Resources - Diversity -Human Resources - Compensation - Classification, Market 17 Analysis and Structure -Human Resources - Labor Relations -Information Technology- Personal Computer Administration -Human Resources - Succession Planning -Public Works / Development & Support Services - Equipment 18 -Human Resources - Compensation - Delivery Systems -Human Resources - Policies Replacement (non-fleet) -Human Resources - Training -Information Technology - Custom Application Provision - Support -Public Works / Development & Support Services - Facility Operations 15 Services -Human Resources - Staffing & Maintenance (projects < $3000) -Information Technology - BRAN Lead Party 00 -Information Technology - Network Administration -Information Technology - Custom Application Provision - Public 20 (WAN/LAN/Wireless) -Information Technology- Application Server Administration Infrastructure -Information Technology- Custom Application Provision - Law, 21 -Information Technology - Other Server Administration Safety and Justice -Information Technology - Help Desk (Tier 1) -Information Technology - Packaged Application Support - Support -Information Technology - Data Center/Server Room -Information Technology - Packaged Application Support - Community 22 Services Operations Services -Information Technology - Packaged Application Support - Governance 23 -Information Technology - Security Administration -Information Technology- Database Administration and Administration -Information Technology - Packaged Application Support - Public 24 -Information Technology - Storage Administration -Information Technology - Database Server Administration Infrastructure 25 -Information Technology - Telephone Support -Information Technology - Disaster Recovery/Planning -Information Technology - Personal Computer Support 26 -Information Technology - Telephone Systems Administration -Information Technology - eGovernment (Web/Internet) -Information Technology - Personal Productivity Tool Support -Public Works 1 Development & Support Services - Radio Shop and 27 Communications Support -Information Technology - Email/Calendaring Administration -Information Technology - Portable Device/Specialized Device Support -Public Works! Development & Support Services - Facility Custodial 28 -Information Technology - File/Print Administration Services -Information Technology - Geographic Information Systems -Public Works 1 Development & Support Services - Facility Energy 29 (GIs) Management -Information Technology - Packaged Application Support - Law, -Public Works / Development & Support Services - Fleet Operations - 30 Safety and Justice Fueling -Public Works / Development & Support Services - Fleet Operations - 31 -Information Technology - Server Administration Preventative Maintenance -Public Works /Development & Support Services -Facility -Public Works! Development & Support Services -Fleet Operations - 32 Major Maintenance (projects > $3,000) Repair -Public Works / Development & Support Services - Facility 33 Renovation & Replacement -Public Works / Development & Support Services - Fleet 34 Replacement 35 CITYWIDE FINANCIAL AND MANAGEMENT POLICIES SECTION 1 - GENERAL INFORMATION 1.1 Annual Budget Submittal - Biennial 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. Debt shall not be utilized for operating expenses.' 1.2 Budget Process - A Biennial budget shall be adopted every two years by December 1 st of the year prior to the two-year budget period. Adjustments for changing circumstances for the second year of the two- year budget cycle shall be adopted by December 1 st of the first year of the biennial period. ` 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 biennial budget process will also include a projection of the multi-year impact of decisions.3 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. 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. 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 is 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. 39 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 deternune 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 conununity 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. E. Other Considerations 1. 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. 4. Departments when establishing fees should identify whether a fee recovers the fiill 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, partial 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 (AMI) 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 -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 adjusted annually by an inflation factor until the maximum amount included in the ballot issue is reached. s 40 2.7 a Education Excise Tax- In June 2003, City Council approved the following policy guidelines pertaining to Education Excise Tax; these were reviewed and updated by City Council 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 proposal to occur in a forum where input by the community and the Boulder Valley School District may be solicited. Whenever feasible, capital expenditures of Education Excise Tax revenues shall be programmed as part of the city's Capital Improvement Programming process. 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: • 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 ul 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 and Record 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. 41 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 born by the General Fund. 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. Iflwhen 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 on-going 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. 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. This fund is expected to cover 80% of the General Fund replacement costs. The remaining 20% costs will be covered in individual departmental budgets. Restricted funds are expected to reserve funds necessary to cover 100% of their microcomputer and network related hardware and software. 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. 42 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 review applications for new grants before they are submitted to the granting agency. 3.11 Property & Casualty and Workers Compensation Funds - Both the Property & Casualty and the Workers' Compensation liability will be self-insured. The goal for both is to fully fund an actuarially calculated liability as of the end of the prior year at the 90% 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, & 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 based on TABOR requirements. This may be accomplished, subject to Council review and approval, by a combination of modifying benefits and/or setting aside reserves. As recommended by the Blue Ribbon Commission (BRC), all fund balances and reserves are being reviewed, this fund is being reviewed relative to the TABOR requirement. 3.13 Compensation Policy - The City of Boulder is committed to recruiting and retaining highly productive employees through a competitive total compensation package, which strives to: • Provide favorable salary relationships when compared to appropriate labor markets, while recognizing the City's ability to pay: • Maintain internal job relationships according to the responsibilities and customer service requirements found in all jobs; • Recognize and reward employees for their efforts as demonstrated through specific performance achievements: and • Acknowledge the unique contributions and potential sacrifices of our Police and Fire Protective Services by continuing to offer enriched benefit programs for them. SECTION 4 - CAPITAL IMPROVEMENT PLANS 4.1 Capital Improvement Plan 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. 4.3 Capital Improvement Project Contingency Funds - Capital Improvement Project contingency fiends may be expended by the Proj ect 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. 43 SECTION 5 - RESERVE POLICIES 5.1 Please refer to separate section defining individual reserve goals by fund. 5.2 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 & 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 SECTION 6 - PENSION PLAN POLICIES 6.1 Authorization to Expend Funds for Administrative Costs - If budgetary conditions pemut, the City may authorize defined contribution (money purchase) pension plans to expend certain forfeiture funds for administrative costs. The plan board(s) may subinit a request annually to the City Manager to be considered in the context of the City's annual budget process. 6.2 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 7 - DEBT POLICIES 7.1 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. Municipal bonds, Interfand loans, equipment leases (with the exception of vehicles) and sale/leaseback agreements are approved methods for financing capital projects. 44 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 Requirement 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." 3. Charter Requirement 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 cominence 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. 45 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)Subxnit 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. 46 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments General Fund Projected 2011 Year-End Fund Balance Before Reserves 11,042,000 Based upon GF Reserve is to provide a expenditures less cushion for revenue shortfalls; grants: proposed goal Current reserve Emergency/ Emergency emergencies, and for is to have a 10% policy is being Stabilization Reserve expenditure opportunities. reserve. 9,958,000 met. Projected 2011 Year-end Fund Balance After Reserves 1,084,000 Capital Development Rind Projected 2011 Year-End Fund Balance Before Reserves 4,680,972 Current reserve policy Reserve was established to designates $500,000 to Current reserve Emergency/ Emergency cover emergencies and cover the purposes of policy is being Stabilization Reserve revenue fluctuations. the find. 500,000 met. Projected 2011 Year-end Fund Balance After Reserves 4,180,972 Planning and Development Services Fund Projected 2011 Year-End Fund Balance Before Reserves 3,765,109 This is an unappropriated 10% of the operating reserve which was established budget that is funded Current reserve Emergency/ Operating to cover revenue fluctuations by fees and permit policy is being Stabilization Reserve and operating eraser encies. revenue 500,646 meet. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g. 2013. 224,948 met. The fiord was established for liabilities assoc with accumulated sick & vacation time, appreciation bonuses, SickNac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement. Finance 349,449 met. The reserve was established to Reserve is to cover cover the find balance 100% of the state Current reserve State Historic associated with the state historic tax credit find policy is being Liability Tax Credit historic tax credit program. balance. 6,600 met. Projected 2011 Year-end Fund Balance After Reserves 2,683,466 47 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Affordable Housing Fund Projected 2011 Year-End Fund Balance Before Reserves 26,793 SicLA'ac/ App Bonus Reserve was established to Reserve is to fully Current reserve Liability fund sick/vac/app. bonus cover sick/vac/app. policy is being Liability Reserve liability. bonus liability. 16,512 /,net. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for the 27th pay period Current reserve Pay Period 27 there are 27 pay periods. First for year in which it policy is being Liability Reserve one occurs in 2013. occurs (e.g. 2013). 10,281 /,net. Projected 2011 Year-end Fund Balance After Reserves 0 CHAP Fund Projected 2011 Year-End Fund Balance Before Reserves 36,971 Sick/Vac/ App Bonus Reserve was established to Reserve is to fully Current reserve Liability fiend sick/vac/app. bonus cover sick/vac/app. policy is being Liability Reserve liability. bonus liability. 28.220 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for the 27th pay period Current reserve Pay Period 27 there are 27 pay periods. First for year in which it policy is being Liability Reserve one occurs in 2013. occurs (e. g. 2013. 8.751 met. Projected 2011 Year-end Fund Balance After Reserves 0 25 Cent Sales Tax Fund Projected 2011 Year-End Fund Balance Before Reserves 1,241,462 Sick/Vac/ App Bonus Reserve was established to Reserve is to fully Current reserve Liability fetid sick/vac/app. bonus cover sick/vac/app. policy is being Liability Reserve liability. bonus liability. 160,645 met. Reserve established to provide Reserve was funding for years in which established to fiend Current reserve Pay Period 27 there are 27 pay periods. First 27th payperiod which policy is being Liability Reserve one occurs in 2013 occurs every 11 years 52,739 met. Projected 2011 Year-end Fund Balance After Reserves 1,028,078 Libra/, Fund Projected 2011 Year-End Fund Balance Before Reserves 257,676 Current reserve policy designates 101/,6 of annual Library Current reserve Emergency/ Reserve was established to revenues for policy is being Stabilization Emergency cover emergencies. emergencies. 90,001 met. Projected 2011 Year-end Fund Balance After Reserves 167,675 48 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Recreation Activity Fund Projected 2011 Year-End Fund Balance Before Reserves 630,399 Policy is to allow a rolling fiord balance to provide stability to Reserve is to provide a annual operations that cushion for revenue shortfalls, may otherwise be Current reserve Emergency/ Emergency emergencies, and for affected by shortfalls in policy is being Stabilization Reserve expenditure opportunities. revenue. 50.000 met. Reserve established to provide Reserve was funding for years in which established to fund Current reserve Pay Period 27 there are 27 pay periods. First 27th payperiod which policy is being Liability Reserve one occurs in 2013 occurs every 11 years 215,290 met. Projected 2011 Year-end Fund Balance After Reserves 365,1091 1 Climate Action Plan Fund Projected 2011 Year-End Fund Balance Before Reserves 74,293 Reserve is to provide a cushion for revenue shortfalls, Current reserve Emergency/ Emergency emergencies, and for Reserve is currently set policy is being Stabilization Reserve expenditure opportunities. at $50,000. 50,000 met. Sick/Vac/ App Bonus Reserve was established to Reserve is to fully Current reserve Liability fintd sick/vac/app. bonus cover sick/vac/app. policy is being Liability Reserve liability. bonus liability. 1,637 met. Reserve established to provide Reserve was fitnding for years in which established to fund Current reserve Pay Period 27 there are 27 pay periods. First 27th payperiod which policy is being Liability Reserve one occurs in 2013 occurs every 11 years 9,500 met. Projected 2011 Year-end Fund Balance After Reserves 13,156 Open Space Fund Projected 2011 Year-End Fund Balance Before Reserves 10,529,072 Reserve was established to cover revenue fluctuations Reserve per OSBT is to which Wright unpact the cover an amount based Fund's ability to make debt on outstanding General OSBT service payments, as well as Obligation and BMPA Current reserve Emergency/ Contingency emergencies related to debt totals supported policy is being Stabilization Reserve acquisitions. b sales tax revenues. 5,475,000 met. The fand was established for liabilities assoc with accurnulated sick and vacation time, appreciation bonuses, SickNac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accreted costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement. Finance Department. 490,000 met. Reserve is to cover Property and Reserve was established to 100% of retained loss Current reserve Casualty cover retained insurance not covered by City's policy is being Liability Reserve exposure. insurance policy. 400,000 met. ~Ji 49 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013. (e.g. 2013). 242,270 met. Reserve is to capture the Acquisition CIP Rinds that have been Current reserve Capital unexpended due to policy is being Special Purpose Reserve Acquisition Reserve economic downturn. 1,600,000 met. Reserve is to cover OSMP obligation to Current reserve Capital Reserve for Cnnss Reservoir improve South Boulder policy is being Special Purpose Reserve Expansion Creek flow. 800,000 met. Reserve will be Reserve established to provide increased up to $500K Current reserve Capital funding for Arapahoe Pit to find estimated policy is being Special Purpose Reserve project. project costs 480,000 met. Reserve established to provide Reserve intended to Current reserve Capital funding for Highway 93 cover 100% of project policy is being Special Purpose Reserve underpass project. costs 120,000 met. Projected 2011 Year-end Fund Balance After Reserves 921,802 Airport Fund Projected 2011 Year-End Fund Balance Before Reserves 261,515 This is an unappropriated reserve for operating and Current reserve Emergency/ Designated capital emergencies and 25% of Fund's policy is being Stabilization Reserve revenue shortfalls. operating budget. 109,916 met. The find was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, Sick/Vac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement Finance Department. 6,121 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 e. . 2013. 4,396 met. Projected 2011 Year-end Fund Balance After Reserves 141,082 Transportation Fund Projected 2011 Year-End Fund Balance Before Reserves 2,137,810 This is an unappropriated reserve for operating Current reserve Emergency/ Designated emergencies and/or revenue Reserve is set at policy is being Stabilization Reserve shortfalls. $475,000. 475,000 met. Reserve established to provide Reserve is to cover Current reserve Pay Period 27 finding for years in which 100% of cash payment policy is being Liability Reserve there are 27 a periods. First for 27th a period for 280,351 met. 50 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments The fiord was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, SickNac/ and/or other employee App Bonus benefits that result in Liability liabilities upon termination or Reserve is to cover Reserve & retirement and includes 100% of accrued costs Current reserve Designated allocation for designated as determined by policy is being Liability Reserve reserves. Finance Department. 154,560 met. Projected 2011 Year-end Fund Balance After Reserves 1,227,899 Transportation Development Fund Projected 2011 Year-End Fund Balance Before Reserves 197,366 This is an unappropriated reserve for operating and Current reserve Emergency/ Designated capital emergencies and Reserve is set at policy is being Stabilization Reserve revenue shortfalls. $25,000 25,000 met. North Reserve established to be used Boulder for burying overhead lines in Current reserve Underground- accordance with the Xcel Reserve is set at policy is being Liabilit ui Reserve franchise a reernent. $111860 112,860 met. Reserve is to cover Reserve established to provide 100% of cash payment finding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g. 2013. 4.345 met. Projected 2011 Year-end Fund Balance After Reserves 55,161 Permanent Parks and Recreation Fund Projected 2011 Year-End Fund Balance Before Reserves 2,356,871 SickAVac/ App. Bonus Reserve was established to Reserve is to fiully Current reserve Liability find sick/vac/app. bonus cover sick/vac/app. policy is being Liability Reserve liability. bonus liability. 51.917 met. Reserve established to provide Reserve was finding for years in which established to find Current reserve Pay Period 27 there are 27 pay periods. First 27th payperiod which policy is being Liability Reserve one occurs in 2013 occur even 11 ears 15.268 met. Projected 2011 Year-end Fund Balance After Reserves 2,289,686 51 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Water Utility Fund Projected 2011 Year-End Fund Balance Before Reserves 24,982,845 Reserve amount defined individually for These reserves are established each bond issuance, in accordance with bond equal to approximately Current reserve Bond covenant requirements for one year's annual debt policy is being Bond Reserve revenue bonds. payment. 3.068,830 met. The 2006 Lakewood Pipeline Settlement resulted in $15 million to the City. This Lakewood This is an unappropriated money and related Pipeline reserve to be used for interest reside in this Current reserve Rennediation inspections and improvements reserve until it is policy is being Special Purpose Reserve for Lakewood Pipeline. needed for the pipeline. 13,124,687 met. Lakewood/ This is an unappropriated USFS reserve to be used for damages Damage to Forest Service Land outside Current reserve Emergency/ Claims the construction corridor for Per the Resource policy is being Stabilization Reserve Lakewood Pipeline- Damage Claims Plan 100,000 met. The fund was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, Sick/Vac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement. Finance Department. 683,216 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g. 2013). 232,443 met. This is an unappropriated reserve for operating 25% of Fund's Current reserve Emergency/ Operating emergencies and/or revenue operating budget policy is being Stabilization Reserve shortfalls. (including transfers . 4.036,044 met. This is an unappropriated Minimum annual reserve for capital capital costs for expenditures due to renewal and Current reserve Emergency/ Capital emergencies and/or revenue replacement of utility policy is being Stabilization Reserve shortfalls. infiastuctrre. 2,000,000 met. Projected 2011 Year-end Fund Balance After Reserves 1,737,625 52 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Wastewater Utility Fund Projected 2011 Year-End Fund Balance Before Reserves 10,452,071 Reserve amount defined individually for These reserves are established each bond issuance, in accordance with bond equal to approximately Current reserve covenant requirements for one- year's annual debt policy is being Bond Bond Reserve revenue bonds. payment. 840,389 met. The fired was established for liabilities assoc with accur elated sick and vacation time, appreciation bonuses, SickNac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement Finance Department. 649,546 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g. 2013. 188,357 met. This is an unappropriated reserve for operating 25% of Fund's Current reserve Emergency/ Operating emergencies and/or revenue operating budget policy is being Stabilization Reserve shortfalls. (including transfers . 2,459,884 met. This is an unappropriated Minimum annual reserve for capital capital costs for expenditures due to renewal and Current reserve Emergency/ Capital emergencies and/or revenue replacement of utility policy is being Stabilization Reserve shortfalls. infrastructure. 500,000 met. Projected 2011 Year-end Fund Balance After Reserves 5,813,8951 Stormwater/ Flood Management Utility Fund Projected 2011 Year-End Fund Balance Before Reserves 5,933,663 Reserve amount defined individually for These reserves are established each bond issuance, in accordance with bond equal to approximately Current reserve covenant requirements for one year's annual debt policy is being Bond Bond Reserve revenue bonds. payment. 324,984 met. Reserve is increased by $150,000 a year such that the fiend will Post-Flood Reserve is for post - flood accumrulate and Current reserve Emergency/ Property property acquisition in the maintain a level of policy is being Stabilization Acquisition event of a flood. $1,0001000. 1.050,000 met. The fiend was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, SickNac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement Finance De artment. 76.926 met. 53 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Reserve is to cover Reserve established to provide 100% of cash payment finding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e.g. 2013). 53,292 met. This is an unappropriated reserve for operating 25% of Fund's Current reserve Emergency/ Operating emergencies and/or revenue operating budget policy is being Stabilization Reserve shortfalls. (including transfers) . 874,272 met. This is an unappropriated Minimum annual reserve for capital capital costs for expenditures due to renewal and Current reserve Emergency/ Capital emergencies and/or revenue replacement of utility policy is being Stabilization Reserve shortfalls. infrastructure. 200,000 met. Projected 2011 Year-end Fund Balance After Reserves 3,354,189 Downtown Commercial District Fund (formerly CAGIDProjected 2011 Year-End Fund Balance Before Reserves 1,341,277 This is an unappropriated reserve to fund unanticipated operating emergencies. Also included within this reserve are finds inteended to meet the 3% of Funding Sources Current reserve Emergency/ Emergency Reserve Requirements of 10% of Fund's total policy is being Stabilization Reserve TABOR. operating uses. 525,134 met. The find was established for liabilities assoc with accurnulated sick and vacation time, appreciation bonuses, Sick/Vac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement. Finance Department. 109,485 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g. 2013. 44,000 met. Reserve amount defined individually for each bond issuance, equal to approximately These reserves are established 1/6th of the next in accordance with bond interest payment and Current reserve covenant requirements for 1/12th of the next policy is being Bond Bond Reserve revenue bonds. principle payment. 285,089 met. Projected 2011 Year-end Fund Balance After Reserves 377,569 54 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments University Hill Commercial District Fund (formerly UHGID) Projected 2011 Year-End Fund Balance Before Reserves 694,363 This is an unappropriated reserve to fiend utanticipated operating emergencies. Also included within this reserve are fiords intended to meet the 3% of Funding Sources Current reserve Emergency/ Emergency Reserve Requirements of 25% of Ftmd's total policy is being Stabilization Reserve TABOR. uses. 123,151 met. The fiord was established for liabilities assoc with accumulated sick and vacation time, appreciation bonuses, Sick/Vac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement Finance Department. 18,469 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liabili Reserve one occurs in 2013 1(e. g. 2013). 7,714 met. Projected 2011 Year-end Fund Balance After Reserves 545,029 Telecommunications Replacement Reserve Fund Projected 2011 Year-end Fund Balance Before Reserves 478,874 Goal is that this fiord will fiord the City's Reserve was created to level phone service out spending for equipment replacement Current reserve Telecommunications system and fiber network policy is being Replacement replacement and upgrades. needs. 478,874 met. Projected 2011 Year-end Fund Balance After Reserves 0 Property and Casualty Reserve Fund Projected 2011 Year-end Fund Balance Before Reserves 4,645,461 The Property & Casualty Goal is to fully fund an Reserve will be self-insured. actuarially calculated The fiord was set up when liability as of the end o Current reserve insurance costs were expected the prior year at the policy is being Liability to increase significantly. 80% confidence level 1,635,223 met. Projected 2011 Year-end Fund Balance After Reserves 3,010,238 55 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Workers Compensation Reserve Fund Projected 2011 Year-end Fund Balance Before Reserves 3,481,969 Goal is to frilly fiend an The Workers Comp fund is actuarially calculated self-insured. The fiend was liability as of the end o Current reserve developed to enhance the the prior year at the policy is being Liability mana ement of ro ram costs. 80% confidence level. 1,412,198 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013. (e. g. 2013. 10,090 met. Projected 2011 Year-end Fund Balance After Reserves 2,059,681 Compensated Absences Fund Projected 2011 Year-end Fund Balance Before Reserves 981,117 To facilitate the long- term financial sustainability for the The fiend was established for city, the sick/vac/app. liabilities assoc. with bonus liability shall be accurnulated sick and vacation a fully funded reserve time, appreciation bonuses, based on estimated Current reserve and/or other employee benefit costs for the fiscal policy is being Liability that result in liabilities. ear. 981,117 met. Projected 2011 Year-end Fund Balance After Reserves 0 Fleet Operations Fund Projected 2011 Year-end Fund Balance Before Reserves 398,312 This is an unappropriated Current reserve Emergency/ Operating reserve for operating 5% of Fund's operating policy is being Stabilization Reserve emergencies budget 176,212 met. The fund was established for liabilities assoc with accrnrmlated sick and vacation time, appreciation bonuses, SickNac/ and/or other employee Reserve is to cover App Bonus benefits that result in 100% of accrued costs Current reserve Liability liabilities upon termination or as determined by policy is being Liability Reserve retirement Finance Department. 184,066 met. Reserve is to cover Reserve established to provide 100% of cash payment finding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being ,Liability Reserve one occurs in 2013 (e. g., 2013. 38.034 met. Projected 2011 Year-end Fund Balance After Reserves 0 56 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Fleet Replacement Fund Projected 2011 Year-end Fund Balance Before Reserves 7,998,204 Policy is to collect sufficient fiends from Reserve was established to the departments to Fleet level out the spending for the replace vehicles as Current reserve Replacement replacement of the City's identified in policy is being Replacement Reserve vehicles replacement schedule. 7.998,204 met. IProjected 2011 Year-end Fund Balance After Reserves 0 Computer Replacement Reserve Fund Projected 2011 Year-end Fund Balance Before Reserves 5,349,864 Goal is that this fiend will cover the Reserve was created to level replacement of existing out spending for micro- computer systems and Current reserve computer related hardware keep software policy is being Replacement and software. maintenance tip to date. 3.295,453 met. Projected 2011 Year-end Fund Balance After Reserves 2,054,411 Equipment Replacement Reserve Fund Projected 2011 Year-end Fund Balance Before Reserves 3,691,524 It is the policy of the City of Boulder that all equipment users shall find the replacement o equipment through contributions to the Equipment Replacement Fund (ERF). Annual contributions by unit shall be calculated by Reserve was created to level Facilities & Asset out spending for replacement Management (FAM) of City's equipment. Includes and distributed to users Current reserve contributions annually from during the budget policy is being Replacement general & non-general finds. process. 3,690,670 met. Reserve is to cover Reserve established to provide 100% of cash payment funding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e.g., 2013). 854 met. Projected 2011 Year-end Fund Balance After Reserves 0 57 2011 BUDGET Reserve Policies Current Reserve 2011 Projected Fund Category Reserve Purpose Policy Amount Comments Facility Renovation and Replacement Fund Projected 2011 Year-end Fund Balance Before Reserves o protect City 1,694,445 investment in buildings, finds shall be budgeted annually for major maintenance and renovation and replacement of such buildings. To extend the life of these assets, the goal over a 20 year period shall be to increase the fluids budgeted annually for maintenance of buildings to Find was created to protect approximately 2% of Current reserve the City investment in the current replacement policy is being Replacement facilities. value. 1,691,417 met. Reserve is to cover Reserve established to provide 100% of cash payment finding for years in which for 27th pay period for Current reserve Pay Period 27 there are 27 pay periods. First year in which it occurs policy is being Liability Reserve one occurs in 2013 (e. g., 2013. 3,028 met. Projected 2011 Year-end Fund Balance After Reserves 0 58 CITY OF BOULDER 2011 BUDGET (in $1,000s) TOTAL BUDGET $231,030 CAPITAL BUDGET OPERATING BUDGET (including debt service) $24,713 $206,317 DEDICATED GENERAL FUNDS FUND $118,6_54 $87,663 59 60 City of Boulder Budget Summary 2011 Budget Citywide Expenses (Uses) 2011 Expenditures Total = $231,030 (in $1,000s) DUHMD/ Housing/ Open Space/ Prkng Svcs Human Svcs $9,679 Mtn Prks Police 46 $12,964 $24,518 Comm Plnng & $29,105 6% 11% Sustainability Gen Govrmmnt 13% $6,344 $11,951 3% 5% Parks & Recreation Fire $24,860 $14,983 11% 6% Library/ Arts Admin Svcs $7,562 $9,925 PW/ 3% 4% Debt PW/ DSS $2,691 Utilities PW/ $9,069 1% Transportation 4% $4 $20,808 200% % 9% NOTE: Non-General Fund debt service is included in the applicable department. The 2011 budget totals $231,030,000 and represents a 0.38% increase over the 2010 approved budget for all funds, including governmental, enterprise, internal service and capital improvement funds. Basic Expenditure Assumptions Personnel Factors/General Salary Increases: Management/Non-union 0.00% Boulder Municipal Employees Association 0.00% Fire 1.00% Police * 3.50% * Based on the current 2010-2011 contract, the Police department will receive a 3.5% salary increase in 2011 (the second year of a two-year contract) 61 City of Boulder - History of Standard FTEs 2002 to 2011 1,400 1,350 1,300 1,250 1,200 1,150 1,100 1,050 1,000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 --*--Standard FTEs 1,296.70 1,304.69 1,290.69 1,200.68 1,212.11 1,218.34 1,251.34 1,281.17 1,288.52 1,248.24 1,228.50 Non-Personnel Factors: Non-personnel budgets were not increased for 2011. Citywide Revenue (Sources) 2011 Revenues Total = $224,912 (in $1,000s) Other Ping & Develop Fees 525,331 54,994 11% 2% Sales Tax $86,570 39% Utility Rates 544,905 20% Parks & Recreation Fees $8,479 Intergovernmental Other Taxes Property Tax 4% $9,999 $16,071 S28,563 4% 7% 13% The 2011 budget is based on projected citywide revenues of $224,912,000. This represents a 0.29% increase over the total revenues projected for the 2010 approved budget. The three largest revenue sources for the city are sales/use taxes, property taxes 62 and utility rate charges. These three funding sources represent 72% of the total sources of city funds and are described in more detail below. Sales/Use Tax Sales/use taxes represent 39% of the city's total revenues. Sales/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. The 2011 sales and use tax rate consists of several components. The following is a list of the specific funds that have sales tax as a component of their revenue. Fund Rate Start Date Expiration Date General 1.00% 1/1/1964 None General 0.53% 1/1/1988 None General 0.15% 1/1/2005 12/31/2024 Open Space 0.40% 1/1/1967 None Open Space 0.33% 1/1/1990 12/31/2018 Open Space 0.15% 1/1/2004 12/31/2019 Transportation 0.60% 1/1/1967 None Parks 0.25% 1/1/1996 12/31/2015 Total for 2010 3.41% Sales/Use Tax Revenues 2006 to 2011 $100,000,000 $90,000,000 $80,000,000 • $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000 $20,000,000 0 0 0 0 p 0 $10,000,000 $ 2006 2007 2008 2009 2010 Revised 2011 Estimated s General Fund (1.68%) $39,306,892 $41,571,379 $41,665,452 $41,965,768 $40,810,621 $42,605,550 x.25 Cent Sales Tax (.25%) $5,849,240 $6,186,217 $6,200,216 $6,244,906 $6,073,009 $6,340,112 Transportation (.60%) $14,038,176 $14,846,921 $14,880,519 $14,987,774 $14,575,222 $15,216,268 o Open Space (.88%) $20,589,324 $21,775,484 $21,824,761 $21,982,069 $21,376,992 $22,317,193 --o- Fire Tr. Cntr (.15% - 2007 only) $3,711,730 • Total (3.41%) $79,783,631 $88,091,731 $84,570,947 $85,180,517 $82,835,843 $86,479,122 --*--General Fund (1.68%) --*-.25 Cent Sales Tax (25%) Transportation (.60%) 0 Open Space (.88%) -o- Fire Tr. Cntr (15% - 2007 only) • Total (3.41 Based on economic indicators, the 2010 sales/use tax projection was revised in spring 2010. Although economic conditions appear to be stabilizing, the current forecast estimates that sales/use taxes will decline by 2.75% in 2010. Note that the percent change 63 in 20 10 sales/use collections compared to 2009 are impacted as a result of construction use taxes being much higher than projected in 2010. These non-recurring revenues are related to one-time construction projects in the city. For 2011, in alignment with a projected slow economic recovery, sales and use tax collections are projected to increase by 4.40% from a new and lower base level. Property Tax Property tax revenue is based on the city's mill levy to the current assessed value. All property tax revenue growth (except the 2 mills for public safety services) was restricted under the Taxpayer Bill of Rights Amendment to the Colorado Constitution (TABOR) to the Denver-Boulder Consumer Price Index (CPI) and a local growth factor. At the November 4, 2008 election, 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. More specifically, approval of this ballot issue had the effect of reducing the mill levy credit by .50 mill each year until the credit is completely eliminated The following mill levy rates were approved as part of the 2011 budget, including a reduction in the mill levy credit from 2.663 to 1.163 to reflect the removal of the remaining TABOR restrictions on property tax: Property Tax Rate from 2010 Approved Budget: General City Operations 8.748 Permanent Parks Fund (Charter Sec. 161) 0.900 Library Fund (Charter Sec. 165) 0.333 TOTAL 9.981 Less Mill Levy Credit 1.163 TOTAL (Mills subject to Article X, Section 20 Of the Colorado Constitution 8.818 General City Operations (Public Safety) 2.000 NET MILL LEVY 10.818 City of Boulder - Net Mill Levy Revenue 2005 2006 2007 2008 2009 2010 2011 Year Mill Levy 10.005 9.643 9.889 9.201 9.841 10.295 10.818 City of Boulder property taxes are distributed to four general governance funds shown in the chart below. In addition, the Downtown Commercial District Fund and the University Hill District Fund both receive property taxes. 64 Property Tax Revenues Total and Distribution by Fund (2006 to 2011) $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 2006 2007 2008 2009 2010 2011 Revised Estimated General Fund $16,642,684 $17,112,012 $18,360,369 $19,688,821 $21,293,000 $22,940,000 --w- Permanent Parks& Recreation $1,418,448 $1,468,549 $1,543,275 $1,687,455 $1,876,583 $1,993,876 Fund Community Housing Assistance $1,260,865 $1,304,110 $1,371,903 $1,501,780 $1,668,074 $1,771,454 Program Fund O Library Fund $524,748 $543,786 $570,231 $625,154 $694,336 $737,408 Total $19,846,745 $20,428,457 $21,845,778 $23,503,210 $25,531,993 $27,442,738 65 Utility Rate Charges The 2011 approved budget reflects a 3% revenue increase for water, a 3% revenue increase for wastewater and no increase for stormwater/flood management. In the chart below, note that 2009 water utility revenues were lower due to a wet spring and summer Water Utility Customer Charges (water, Wastewater & Stormwater) $40,000,000 $39,000,000 $38,000,000 $37,000,000 $36,000,000 $35,000,000 $34,000,000 $33,000,000 2006 2007 2008 2009 2010 Approved 2011 Estimated --Water Utility Funds $37,656,052 $36,525,256 $36,180,150 $35,276,636 $38,510,495 $38,978,096 Impact on Fund Balance For the 2011 budget year, there is $6,118,000 being used from fund balance to fund anticipated expenses. Most funds that are using fund balance have purposely saved money in order to fund capital projects. Pay-as-you-go financing is a common strategy in capital intensive funds such as the Water Utility funds, the Transportation Fund and the Permanent Parks and Recreation Fund. Other funds, including the General Fund, are using fund balance reserves to fund either capital or one-time expenses in 2011 such as the Clean Energy Study, Junction Place Phase I improvements and several redevelopment analyses. Finally, 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. For a complete look at the five year position of the city's funds, please refer to the "Fund Financial" section of the budget document. In addition, each fund's reserve policies are summarized in the "Budget Policies" section of the document and their current status relative to those policies. 66 General Fund Revenues (Sources) Total sources for the General Fund for the 2011 budget year are $99,761,000. This represents 3.1% increase over the 2010 approved budget with estimated revenues of $96,746,000. General Fund 2011 Revenues Total= $99,761 (in $1,000s) Other Taxes Other Cost Grants $13,593 $10,421 Allocation $869 14% 10% $7,218 Parking 1% 7% Violations Parks Fees $1,774 $216 2% <1% Sales Tax Property Tax $42,730 $22,940 43% 23% Sales Tax Sales tax collections represent 43% of the General Fund annual revenue. Property Tax Based on the mill levy in place for the 2010 budget, property tax collections for 2011 are projected to be $22,940,000 or 23% of General Fund revenues for 2011. Other Taxes Other taxes include admission tax, accommodation tax, liquor occupation tax, telephone occupation tax, cable franchise tax, utility occupation tax, specific ownership tax, tobacco tax and trash tax. Estimates for these taxes are based on historical trends, inflation and economic growth in the respective areas. The total estimated revenue associated with other taxes is $10,421,000 or 10% of General Fund revenues for 2011. Cost Allocation The General Fund provides various support services to the restricted funds. The costs to provide these services are determined and allocated to the various restricted funds based on their utilization of these services. The estimated reimbursement amount to the General Fund in 2011 is $7,218,000 or 7% of General Fund revenues for 2011. 67 General Fund Expenses (Uses) The 2011 General Fund budget is $100,449,000. This represents a 3.9% increase from the 2010 approved budget of $96,713,000. General Fund 2011 Expenditures Total = $100,449 (in $1,000s) Ad min Svcs Transfers to Debt $11,676 Other Funds $1,682 12% $12,786 General Parks 2% 13% Government $4,045 $14,760 14% 4% Housing/ Human Svcs $6,729 7% Real Police Estate $29,105 Public $143 29% Arts Fire Works <1% $513 $14,983 $4,027 <1% 15% 4% 68 CITY OF BOULDER SUMMARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED UNRESTRICTED FUNDS: General (includes Public Safety Fund) Sales and Use Taxes $ 38,108 $ 37,925 $ 38,746 Add'l Sales/Use Tax from Add'l Auditor 0 0 180 Tax Increment (10th & Walnut) 796 887 887 .15 Cent Sales Tax 3,787 3,724 3,804 Food Service Tax 483 510 500 Accommodation Tax 2,471 1658 2.621 Admission Tax 578 580 594 Property Tax 13,961 14,397 14,725 "De-Bnrced" Property Tax Increment 951 1,920 2.880 Property Tax (Public Safety) 4,777 4,976 5,335 Trash Hauler/Recycling Occ.Tx. 1,399 1,187 1,642 Liquor Occupation Tax 581 637 608 Telephone Occupation Tax 781 768 768 Cable Television Franchise Tax & PEG Fee 1.236 1.164 1.164 Xcel Franchise Tax 3,912 3,940 4.136 Specific Ownership Tax 1,249 1,299 L236 Tobacco Tax 337 385 324 Misc. Charges for Services 321 198 202 NPP & Other Parking Revenue 156 137 140 Meters - Out of Parking Districts 473 474 474 Meters - Within Parking Districts 2,454 2,405 2,464 Sale of Goods 55 61 63 Misc. Fines & Administr. Penal 2 2 2 Municipal Crt Charges & Fires 1,740 1,648 1,774 Parking Violations 1,948 1,970 1,970 Photo Enforcement 1,585 1,965 1014 Business Licenses 203 202 308 Misc. Intergovernmental Chg. 177 0 0 Court Awards 131 115 119 Grants 1.549 932 869 Interest & Investment Earnings 772 638 650 Leases, Rents & Royalties 127 160 165 Miscellaneous Revenues 819 795 669 Education Excise Tax (To Reserve) 491 0 0 Parks Fees 202 215 216 Housing/Human Services Fees 320 218 222 Waste Reduction Bonds (6400 Arapahoe) 6,076 0 0 Canyovers from Add'l Revenue 1,888 0 0 Budget Stabilization Strategies 0 100 0 SUB-TOTAL REVENUE $ 96,896 $ 89,192 $ 91471 69 CITY OF BOULDER SUMMARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Transfers In Cost Allocation - All Funds 6,552 $ 6,994 $ 7,218 CAGID - Reirnb for Mall Improvements 500 500 44 Other 72 60 28 SUB-TOTAL TRANSFERS IN $ 7,124 $ 7,554 $ 7.290 TOTAL General Fund $ 104,020 $ 96,746 $ 99,761 Community Housing Assistance (CHAP) Property Tax $ 1,502 $ 1,645 $ 1.771 Development Excise Tax 157 150 90 Interest & Investment Earnings 55 50 50 Loan Repayment 0 690 46 TOTAL CHAP $ 1,714 $ 2,535 $ 1,957 NET TOTAL UNRESTRICTED FUNDS $ 105,734 $ 99.281 $ 101,718 70 CITY OF BOULDER SUNINIARY OF SOURCES OF FUNDS (in $1,000S) 2009 2010 2011 ACTUAL APPROVED APPROVED RESTRICTED FUNDS: Capital Development Development Excise Tax $ 288 $ 250 $ 260 Excise Taxes 0 0 72 Interest & Investment Earnings 133 90 47 $ 421 $ 340 $ 379 Lottery Lottery Funds $ 928 $ 1,001 $ 913 Interest & Investment Earnings 50 40 28 $ 978 $ 1,041 $ 941 Planning & Development Svcs Misc. Development Fees $ 4,587 $ 4,706 $ 4,994 Interest & Investment Earnings 188 88 114 Grants 42 0 0 Other 4 0 13 Transfers In 1683 2.854 1748 $ 7,504 $ 7,648 $ 7.869 Affordable Housing Fund Cash In Lieu of Affordable Units $ 2,131 $ 1,750 $ 1,500 Interest & Investment Earnings 72 50 50 Transfers In 401 325 325 Sale of Goods and Capital Assets 31 0 0 Other 156 232 161 $ 2,791 $ 2,357 $ 2,036 .25 Cent Sales Tax Sales and Use Taxes S 6,236 S 6,207 $ 6,340 Interest & Investment Earnings 121 185 126 Grants 113 0 0 Bond Refunding 12,487 0 0 Other 109 15 15 $ 19,066 $ 6.407 $ 6,481 Library Property Tax $ 625 $ 667 $ 737 Misc. Charges for Services 143 115 115 Interest & Investment Earnings 18 15 15 Leases. Rents & Royalties 12 9 9 Transfers hi 6,032 6,118 6,149 Other 74 24 24 $ 6,904 $ 6,948 $ 7,049 71 CITY OF BOULDER SUNINIARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Recreation Activity Admission & Activity Charges $ 8,030 $ 8,941 $ 8401 Interest & Investment Earnings 49 0 51 Transfers In 1,786 1,617 1,575 $ 9,865 $ 10,558 $ 10,027 Climate Action Plan Climate Action Plan Tax $ 1,212 $ 1,609 $ 1,561 Miscellaneous Revenues 8 0 0 Interest & Investment Earnings 7 0 9 $ 1,227 $ 1,609 $ 1,570 Open Space Sales and Use Taxes $ 21,952 $ 21.847 $ 22317 Sale of Capital Assets 78 0 486 Grants 51 0 0 Interest & Investment Earnings 335 325 325 Leases, Rents & Royalties 591 486 0 Bond Refunding 13.142 0 0 Miscellaneous Revenues 0 0 0 Transfers In 999 921 1,021 $ 37.148 $ 23.579 $ 24.149 Airport Misc. Charges for Services $ 4 $ 7 $ 4 Grants 31 0 924 Interest & Investment Earnings 16 12 12 Leases, Rents & Royalties 391 399 406 Misc Sale of Goods 2 0 0 $ 444 $ 418 $ 1,346 Transportation Sales and Use Taxes $ 14,936 $ 14.860 $ 15.183 Sale of Capital Assets 0 0 474 Highway Revenues 3,056 3,468 3,190 HOP Reimbursement 1,298 1,251 1,290 Grants 33 0 0 Interest & Investment Earnings 212 300 80 Miscellaneous Revenues 136 99 99 Special Assessments 20 70 50 External Funding 5,173 3,430 0 Transfers In 0 0 0 $ 24.864 $ 23.478 $ 20,366 72 CITY OF BOULDER SUMIN/IARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Transportation Development Development Excise Tax $ 518 $ 450 $ 585 Interest & Investment Earnings 80 65 20 External Funding 631 0 0 Third Parry Reimbursements 0 100 100 $ 1,229 $ 615 $ 705 Transit Pass General Improvement District Property Tax 10 9 9 Transfers In 3 3 4 $ 13 $ 12 $ 13 CommDvlpmnt Block Grnt (CDBG) Federal - Direct Grants 1,236 1,000 1,000 $ L236 $ 1,000 $ 1,000 HOME Federal - Direct Grants $ 1,431 $ 1,350 $ 1.350 $ 1,431 S 1,350 $ 1,350 Permanent Parks and Recreation Property Tax $ 1,688 $ 1,857 S 1,994 Sale of Capital Assets 671 671 671 Development Excise Tax 394 258 263 Interest & Investment Earnings 204 148 184 Miscellaneous Revenues 9 7 9 $ 2966 $ 1941 $ 1121 Water Utility Utility Service Charges $ 20,171 S 22,205 $ 22,509 Rate Increase 0 0 606 Utility Plant Invest. Fee Stumn 2954 1100 1100 Utility Connection 135 150 150 Interest & Investment Earnings 1,369 655 299 Leases, Rents & Royalties 232 18 18 Special Assessments 2 5 5 Miscellaneous Revenues 0 0 0 Transfers In 93 93 93 $ 24,956 $ 25,226 $ 25,780 73 CITY OF BOULDER SUNINIARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Wastewater Utility Utility Service Charges $ 11711 $ 13,505 $ 13.016 Rate Increase 0 0 387 Utility Plant Invest. Fee Sunnn 517 600 550 Utility Connection 13 10 10 Interest & Investment Earnings 466 206 115 Miscellaneous Revenues 31 30 30 Special Assessments 0 5 5 Operating Transfers In 230 $ 13,968 $ 14,356 $ 14,113 Stormwater/Flood Mgmt Utility Utility Service Charges $ 5,042 $ 4,967 $ 4,977 Rate Increase 0 0 0 Utility Plant Invest. Fee Smmn 852 600 600 Urban Drag & Fld Contr Dist 259 400 300 Colorado Dept of Transportation Funds 1,896 0 0 State and Federal Grants 21 0 0 Interest & Investment Earnings 390 98 65 Misc. Intergovernmental Chg. 115 135 145 Miscellaneous Revenues 54 36 36 $ 8,629 $ 6,236 $ 6,123 Downtown Commercial District Property & Spec Ownership Tx $ 1,038 $ 1,055 $ 1,082 Parking Charges 3,514 3,871 3,745 Interest & Investment Earnings 66 32 23 Leases. Rents & Royalties 186 272 266 Miscellaneous Revenues 25 19 19 Bond Refunding 8,117 0 0 Transfers In 1.952 1,725 1,350 10th & Walnut Revenue 1,305 1,402 1.361 $ 16,203 $ 8,376 $ 7,846 University Hill Commercial District Property & Spec Ownership Tx $ 28 $ 29 $ 29 Parking Charges 228 212 172 Interest & Investment Earnings 16 18 16 Miscellaneous Revenues 0 0 0 Transfers In 248 255 314 $ 520 $ 514 $ 531 Telecommunications Charges from Departments $ 637 $ 615 $ 613 Interest & Investment Earnings 68 19 9 Miscellaneous Revenues 142 144 140 $ 847 $ 778 $ 762 74 CITY OF BOULDER SUNINIARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Property & Casualty Insurance Charges from Departments $ 1,610 $ 1,510 $ 1,510 Interest & Investment Earnings 152 139 144 Miscellaneous Revenues 54 0 41 $ 1,816 $ 1,649 $ 1,695 Worker Compensation Insurance Charges from Departments $ 1,413 $ 1,165 $ 1,147 Interest & Investment Earnings 124 92 98 Miscellaneous Revenues 11 0 0 $ 1,548 $ 1,257 S 1,245 Compensated Absences Charges from Departments $ 121 $ 121 $ 682 Interest & Investment Earnings 57 80 45 $ 178 $ 201 S 727 Fleet Operations Charges from Departments $ 2,233 $ 3.530 $ 3.350 Interest & Investment Earnings 8 7 5 Miscellaneous Revenues 428 420 360 $ 1669 S 3,957 S 3,715 Fleet Replacement Charges from Departments $ 3,424 $ 4,196 S 4.018 Interest & Investment Earnings 200 212 79 Miscellaneous Revenues 387 189 193 $ 4,011 $ 4,597 S 4,290 Computer Replacement Charges from Departments $ 1,772 $ 1,675 $ 1,645 Interest & Investment Earnings 111 98 127 Miscellaneous Revenues 17 0 0 $ 1,900 $ 1,773 $ 1,772 Equipment Replacement Charges from Departments $ 640 $ 788 $ 981 Interest & Investment Earnings 122 66 48 $ 762 $ 854 $ 1,029 75 CITY OF BOULDER SUNINIARY OF SOURCES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Facility Renovation & Replace Charges from Departments $ 1,749 $ 915 $ 1,218 Miscellaneous Revenues 15 0 0 Interest & Investment Earnings 114 57 24 $ 1,878 $ 972 $ 1,242 TOTAL RESTRICTED FUNDS SOURCES $ 197,972 $ 161,047 $ 159,272 TOTAL CITY SOURCES OF FUNDS $ 301706 $ 260,328 $ 260,990 Less: Transfers fiom Other Funds $ 21.682 $ 21.545 $ 20.914 Less: Current Yr ISF Charges (1.) 13,599 14,515 15,164 NET TOTAL SOURCES OF FUNDS $ 268,426 $ 224,268 $ 224,912 (1.) Beginning with the 2008-09 budget process. all 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 ail 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. 76 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in S1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED UNRESTRICTED FUNDS: General City Council $ 333 $ 236 $ 171 Municipal Court 1,592 1,715 1,801 City Attorney 1,583 1,864 1,933 Contingency 67 328 210 Utility/Fuel Contingency 0 190 190 Economic Vitality Program 450 578 715 Community Sustainability 47 50 51 Extraordinary Personnel Expense 0 120 120 Non-Departmental 847 850 854 Boulder Television 18 0 0 Clean Energy Study 0 0 260 Public Power Project 84 0 0 Environmental Affairs 1,227 1,187 1,199 Communications 681 434 713 Downtown/University Hill Mgmt Div 1,121 1,181 1,237 Depot Relocation Project 41 0 0 City Manager's Office/Support Svcs 1.714 1,821 1,633 West Nile Virus Program 276 250 250 Waste Reduction Prj (6400 Arapahoe) 4,272 0 0 Hunan Resources 1,614 1,525 1,581 Finance 2,297 2,352 2,890 Information Technology 4.713 5.062 4.859 Volunteer and Unemployment his 90 107 107 Property and Casualty his 1,610 1,510 1,510 Compensated Absences 121 121 682 Police 28,210 28,137 29.105 Fire 13,861 14.666 14,983 Police/Fire Pensions 773 848 886 Public Works 3.277 3.606 4,027 Parks 3,727 3,979 4,045 Arts 188 207 209 Real Estate (Open Space) 140 142 143 Housing/Human Services 5.374 4,953 4,903 Campaign Financing 0 0 46 Hrunane Society Bldg Loan 112 112 94 Carryovers & Supplementals 4.228 0 0 Carryovers & Supplementals fret Add'1 Rev 1,657 0 0 Encumbrance Carryovers 316 0 0 Encumbrance Carryovers fnn Add'1 Rev 0 0 0 Special Purpose Reserve 0 491 491 Available Ongoing Finds 0 0 0 Available One-time Funds 0 0 0 Merit from 2.50% to 2.25% 0 0 0 "De-Bruced" Property Tax Increment 0 0 0 77 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in S1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Boulder Junction - Phase 1 0 0 325 Debt 1,678 1,664 1,682 Waste Reduction Project - Debt 770 0 443 Total General Fund Expenditures $ 89,109 $ 80.286 $ 84,348 Transfers Out 13,555 11179 12,786 Subtotal General Fund $ 102.664 $ 93.465 $ 97.134 .15% Sales Tax Allocation Environment $ 292 $ 298 $ 304 Arts 292 298 304 Hunan Services 1,459 1,490 1.522 Youth Opportunity 292 298 304 Four-Mile Soccer Complex 291 305 317 Debt 558 559 564 Subtotal.15% Sales Tax $ 3.184 $ 3,248 $ 3,315 Total General Fund Uses $ 105,848 $ 96,713 $ 100.449 Community Housing Assistance (CHAP) Operating $ 344 $ 448 $ 413 Con urtunity Housing Funds 1,773 2,043 1,520 Transfers Out 32 41 43 Total CHAP $ 2149 $ 2,532 $ 1.976 TOTAL UNRESTRICTED FUNDS $ 107.997 $ 99,245 $ 102,425 78 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED RESTRICTED FUNDS: Capital Development Transfers Out $ 26 $ 21 $ 21 Capital 0 580 180 $ 26 $ 601 $ 201 Lottery Operating $ 305 $ 340 $ 125 Capital 897 860 875 $ 1,202 $ 1.200 $ 1,000 Planning & Development Svcs Operating $ 7,415 $ 7.463 $ 7,367 Transfers Out 1,179 1,278 1,319 $ 8,594 $ 8,741 $ 8,686 Affordable Housing Fund Operating $ 451 $ 480 $ 431 Transfers Out 26 41 42 Debt 229 219 0 Community Housing Fluids 1,024 1,614 1,559 $ 1,730 $ 2354 $ 2,032 .25 Cent Sales Tax Operating $ 3,377 $ 3,342 $ 3,528 Debt 14,664 2,178 2,176 Transfers Out 202 247 255 Capital 1,401 600 885 $ 19,644 $ 6367 $ 6.844 Library Operating $ 6,856 $ 6.948 $ 7,049 $ 6,856 $ 6.948 $ 7,049 Recreation Activity Operating $ 10,342 $ 10,643 $ 10,053 Transfers Out 49 0 0 $ 10,391 $ 10,643 $ 10.053 Climate Action Plan Operating $ 728 $ 1,609 $ 1,570 $ 728 $ 1,609 $ 1,570 Open Space Operating $ 9,248 $ 10,486 $ 10.185 Debt 23,862 10,175 11,443 Transfers Out 886 987 1,019 Capital 971 4,150 2,322 $ 34,967 $ 25,798 $ 24.969 79 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Airport Operating $ 448 $ 342 $ 345 Transfers Out 76 92 95 Capital 33 0 947 $ 557 S 434 $ 1.387 Transportation Operating $ 15,102 S 15,925 $ 15.515 Transfers Out 1,365 1,428 1,472 Debt 123 133 10 Capital 9,733 6,184 2.954 $ 26,323 S 23,670 $ 19.951 Transportation Development Operating $ 66 $ 128 $ 178 Transfers Out 14 15 16 Capital 1,669 480 520 $ 1,749 S 623 $ 714 Transit Pass General Improvement District Operating $ 13 S 13 $ 14 $ 13 S 13 $ 14 CommDvlpmut Block Grnt (CDBG) Operating $ 163 $ 174 $ 173 Transfers Out 22 26 27 Community Housing Funds 1,051 800 800 $ 1,236 $ 1,000 $ 1,000 HOME Operating $ 96 $ 99 $ 98 Transfers Out 7 10 11 Comnnmity Housing Funds 1,328 1,241 1,241 $ 1,431 $ 1,350 $ 1,350 Permanent Parks and Recreation Operating & Maintenance Projects $ 709 $ 1.214 $ 1,065 Transfers Out 67 79 82 Capital 1,227 1,620 1216 $ 2,003 S 2,913 $ 3,363 Fire Training Center Construction Fund Capital 4,992 0 0 $ 4,992 $ 0 $ 0 General Obligation Debt Svc Operating $ 15 $ 10 $ 2 $ 15 $ 10 $ 2 Water Utility Operating $ 13359 $ 14,692 $ 14,796 Debt 6279 6,272 5,529 Transfers Out 1,332 1,322 1,348 Capital 9,002 4,441 6,072 $ 29,972 $ 26,727 $ 27,745 80 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Wastewater Utility Operating $ 7,800 $ 9,087 $ 8,817 Debt 3,705 3,722 4,390 Transfers Out 979 991 1,023 Capital 1,126 912 850 $ 13,610 $ 14,712 $ 15.080 Stormwater/Flood NIgmt Utility Operating $ 2,684 $ 3,186 $ 3,178 Debt 810 1,126 389 Transfers Out 319 325 319 Capital 5,520 1.681 2,550 $ 9.333 S 6318 $ 6,436 Downtown Commercial District Operating $ 4,978 S 3,870 $ 3,986 Debt 10,072 1.875 1.926 Transfers Out 670 712 263 Transfer Excess TIF to Gen. Fund 796 677 817 Capital 0 1,265 1,265 $ 16,516 $ 8,399 $ 8,257 University Hill Commercial District Operating $ 394 $ 442 $ 448 Transfers Out 38 44 45 $ 432 $ 486 $ 493 Telecommunications Operating $ 1,379 $ 658 $ 701 Transfers Out 12 14 15 $ 1,391 $ 672 $ 716 Property & Casualty Insurance Operating $ 1,274 $ 1,629 $ 1,712 Transfers Out 112 156 162 $ 1,386 $ 1,785 $ 1,874 Worker Compensation Insurance Operating $ 1,660 $ 1.530 $ 1,595 Transfers Out 33 113 114 $ 1,693 S 1.643 $ 1.709 Compensated Absences Operating $ 605 $ 381 $ 788 Transfers Out 23 33 34 $ 628 S 414 $ 822 Fleet Operations Operating $ 2,446 $ 3,530 $ 3,524 Transfers Out 224 232 240 $ 2,670 S 3,762 $ 3,764 81 CITY OF BOULDER SUMMARY OF USES OF FUNDS (in $1,000s) 2009 2010 2011 ACTUAL APPROVED APPROVED Fleet Replacement Operating $ 2,078 $ 4,362 $ 3,758 Transfers Out 305 77 80 $ 2.383 $ 4.439 $ 3,838 Computer Replacement Operating $ 735 $ 1,719 $ 1,726 Transfers Out 13 12 12 $ 748 $ 1,731 $ 1,738 Equipment Replacement Operating $ 504 $ 497 $ 1,853 Transfers Out 24 17 17 $ 528 $ 514 $ 1,870 Facility Renovation & Replace Operating & Capital $ 1,729 $ 991 $ 1,788 Transfers Out 57 43 44 $ 1,786 $ 1,034 $ 1,832 Police Pension Transfers Out $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 Fire Pension Transfers Out $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 TOTAL RESTRICTED FUNDS USES $ 205,543 $ 166,920 $ 166369 TOTAL CITY USES OF FUNDS $ 313,540 $ 266,165 $ 268,794 Less:Transfers to Other Funds $ 21,682 $ 21,545 $ 20,914 Less: Current & Prev Yrs ISF Charges (1.) 11,203 14,471 16,850 NET TOTAL USES OF FUNDS $ 280,656 $ 230,149 $ 231,030 USES OF FUNDS BY CATEGORY OPERATING USES OF FUNDS $ 176,929 $ 173,570 $ 178,208 CAPITAL USES OF FUNDS 41,747 28,596 24,713 DEBT 61,980 27,983 28,109 TOTAL USES OF FUNDS BY CATEGORY $ 280.656 $ 230,149 $ 231.030 (1.) Beginning with the 2008-09 budget process, all 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 fiends, provide services to all city departments and receive finding 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. 82 FUND TRANSFERS SORTED BY ORIGINATING FUND (in $1,000s) 2009 2010 2011 FROM TO FUND FOR ACTUAL APPROVED APPROVED GENERAL Plug & Dev Svcs Subsidy $ 1,982 $ 2,133 $ 2.005 Plug & Dev Svcs Excise Tax Admin 5 5 6 Affordable Hsng Subsidy 401 325 325 Recreation Activity Subsidy 1.693 1,524 1,482 Library Fund Subsidy 6,032 6,198 61149 Open Space Subsidy 999 921 1.021 Downtown Commercial Meter Rev 1,952 1,725 1,350 University Hill Connnercial Meter Rev 248 255 314 Water Utility Fund Wells Property 93 93 93 Property & Casualty his Purchasing Parking Kiosks 0 0 41 Misc One-time Transfers Misc 150 0 0 $ 13,555 $ 13,179 $ 12,786 CAPITAL DEVELOPMENT General Cost Allocation $ 21 $ 15 $ 15 Plug & Dev Svcs Excise Tax Admin 5 6 6 $ 26 $ 21 $ 21 PLANNING & DEVELOPMENT SVCS General Cost Allocation $ 1.179 $ 1.278 $ 1.319 $ 1,179 $ 1,278 $ 1319 AFFORDABLE HOUSING FUND General Cost Allocation $ 26 $ 41 $ 42 $ 26 $ 41 $ 42 CNININTY HSG ASST PRGNI (CHAP) General Cost Allocation $ 27 $ 36 $ 37 Plug & Dev Svcs Excise Tax Adrnin 5 5 6 $ 32 $ 41 $ 43 .25 CENT SALES TAX General Cost Allocation $ 202 $ 247 $ 255 $ 202 $ 247 $ 255 RECREATION ACTIVITY General Interest Income $ 49 $ 0 $ 0 $ 49 $ 0 $ 0 OPEN SPACE General Cost Allocation $ 886 $ 987 $ 1019 $ 886 $ 987 $ 1,019 AIRPORT General Cost Allocation $ 76 $ 92 $ 95 $ 76 $ 92 $ 95 83 FUND TRANSFERS SORTED BY ORIGINATING FUND (in $1,000s) 2009 2010 2011 FROM TO FUND FOR ACTUAL APPROVED APPROVED TRANSPORTATION General Cost Allocation $ 1,125 $ 1.182 $ 1,220 General Bldr Creek Maint 13 13 13 General HHS 13 13 13 Recreation Activity Expand Program 15 15 15 Plug & Dev Svcs Subsidy 196 202 208 Forrest Glen GID Subsidy 3 3 3 $ 1,365 $ 1,428 $ 1.472 TRANSPORTATION DEVELOPMENT General Cost Allocation $ 8 $ 9 $ 10 Plug & Dev Svcs Excise Tax Adrnur 6 6 6 $ 14 $ 15 $ 16 CONINIDVLPNINT BLOCK GRNT (CDBG) General Cost Allocation $ 22 $ 26 $ 27 $ 22 $ 26 $ 27 HOME General Cost Allocation $ 7 $ 10 $ 11 $ 7 $ 10 $ 11 PERMANENT PARKS AND RECREATION General Cost Allocation $ 62 $ 74 $ 76 Plug & Dev Svcs Excise Tax Adrnin 5 5 6 $ 67 $ 79 $ 82 WATER UTILITY General Cost Allocation $ 1,134 $ 1,118 $ 1.154 Plug & Dev Svcs Subsidy 183 189 194 General Legislative Consultant 15 15 0 $ 1,332 $ 1,322 $ 1.348 WASTEWATER UTILITY General Cost Allocation $ 795 $ 802 $ 828 Plug & Dev Svcs Subsidy 184 189 195 $ 979 $ 991 $ 1.023 STOR-NIWATER/FLOOD NIGIVIT UTILITY General Cost Allocation $ 193 $ 196 $ 202 Plug & Dev Svcs Subsidy 111 114 117 General Legislative Consultant 15 15 0 $ 319 $ 325 $ 319 DOWNTOWN COMMERCIAL DISTRICT General Cost Allocation $ 170 $ 212 $ 219 General Mall Irnprovernents 500 500 44 $ 670 $ 712 $ 263 84 FUND TRANSFERS SORTED BY ORIGINATING FUND (in $1,000s) 2009 2010 2011 FROM TO FUND FOR ACTUAL APPROVED APPROVED UNIVERSITY HILL COMMERCIAL DISTRICT General Cost Allocation $ 38 $ 44 $ 45 $ 38 $ 44 $ 45 TELECOMMUNICATIONS General Cost Allocation $ 12 $ 14 $ 15 $ 12 $ 14 $ 15 PROPERTY & CASUALTY INSURANCE General Cost Allocation $ 112 $ 156 $ 162 $ 112 $ 156 $ 162 WORKER COMPENSATION INSURANCE General Cost Allocation $ 33 $ 33 $ 34 Recreation Activity Wellness Program 0 80 80 $ 33 $ 113 $ 114 COMPENSATED ABSENCES General Cost Allocation $ 23 $ 33 $ 34 $ 23 $ 33 $ 34 FLEET OPERATIONS General Cost Allocation $ 224 $ 232 $ 240 $ 224 $ 232 $ 240 FLEET REPLACEMENT General Cost Allocation $ 75 $ 77 $ 80 230 0 0 $ 305 $ 77 $ 80 COMPUTER REPLACEMENT General Cost Allocation $ 13 $ 12 $ 12 $ 13 $ 12 $ 12 EQUIPMENT REPLACEMENT General Cost Allocation $ 24 $ 17 $ 17 $ 24 $ 17 $ 17 FACILITY RENOVATION & REPLACE General Cost Allocation $ 57 $ 43 $ 44 $ 57 $ 43 $ 44 85 FUND TRANSFERS SORTED BY ORIGINATING FUND (in $1,000s) 2009 2010 2011 FROM TO FUND FOR ACTUAL APPROVED APPROVED POLICE PENSION General Cost Allocation $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 FIRE PENSION General Cost Allocation $ 5 $ 5 $ 5 $ 5 $ 5 $ 5 SUBTOTAL TRANSFERS $ 21,682 $ 21,545 $ 20,914 86 2011 Fund Activity Summary - Original Budget The following schedule reflects the impact of the 2011 budget, including estimated revenues (including transfers in) and appropriations (including transfers out), on projected unreserved fund balance. Projected Projected 01/01/11 Estimated 12/31111 Unreserved Revenues Appropriations Unreserved Fund (Including (Including Fund Balance Transfers In) Transfers Out) Balance FUND TITLE General Fund 11,730,000 96,444,345 97,131,332 11,043,013 Capital Development 4,502,914 379,273 201,215 4,680,972 Lottery 459,279 940,567 1,000,000 399,846 Planning and Development Services 4,579,266 7,868,630 8,686,259 3,761,637 Affordable Housing 23,357 2,035,763 2,032,327 26,793 Community Housing Assistance Program (CHAP) 55,707 1,957,354 1,976,090 36,971 .15 Cent Sales Tax 1,188,710 2,435,000 2,751,000 872,710 .25 Cent Sales Tax 1,603,925 6,481,466 6,843,929 1,241,462 Library 257,676 7,049,310 7,049,311 257,675 Recreation Activity 656,731 10,027,115 10,053,447 630,399 Climate Action Plan Tax 114,293 1,569,730 1,569,730 114,293 Open Space 11,349,459 24,148,667 24,969,054 10,529,072 Airport 302,660 1,345,888 1,387,033 261,515 Transportation 1,723,415 20,366,031 19,951,636 2,137,810 Transportation Development 205,926 705,000 713,560 197,366 Community Development Block Grant (CDBG) 0 1,000,000 1,000,000 0 HOME 0 1,350,000 1,350,000 0 Permanent Parks and Recreation 2,598,768 3,120,821 3,362,718 2,356,871 General Obligation Debt Service 3,680 0 2,000 1,680 .15 Cent Debt Service 751,229 1,369,000 1,052,370 1,067,859 Water Utility 28,500,247 25,780,194 27,744,598 26,535,843 Wastewater Utility 11,056,763 14,112,902 15,080,159 10,089,506 Stormwater and Flood Management Utility 6,194,464 6,122,925 6,435,756 5,881,633 Telecommunications 432,227 762,359 715,712 478,874 Property and Casualty Insurance 4,816,733 1,695,320 1,866,593 4,645,460 Worker Compensation Insurance 3,945,859 1,245,431 1,709,321 3,481,969 Compensated Absences 1,077,038 726,283 822,203 981,118 87 Projected Projected 01101/11 Estimated 12/31111 Unreserved Revenues Appropriations Unreserved Fund (Including (Including Fund Balance Transfers In) Transfers Out) Balance FUND TITLE Fleet 7,992,241 8,005,803 7,601,527 8,396,517 Computer Replacement 5,316,623 1,771,559 1,738,319 5,349,863 Equipment Replacement 4,532,739 1,029,093 1,870,308 3,691,524 Facility Renovation and Replacement 2,284,107 1,242,437 1,832,099 1,694,445 Totals 118,256,036 253,088,266 260,499,606 110,844,696 88 CITY OF BOULDER CHANGES IN FUND BALANCE (in $1,000s) INCREASE/(DECREASE) TO FUND FUND BALANCE FROM 2011 APPROVED BUDGET General (688) Community Housing Assistance (19) Capital Development 178 Lottery (59) Planning & Development Services (817) Affordable Housing 4 .25 Cent Sales Tax (363) Library 0 Recreation Activity (26) Climate Action Plan 0 Open Space (820) Airport (41) Transportation 415 Transportation Development (9) Transit Pass GID - Forest Glen (1) Community Development Block Grant (CDBG) 0 HOME Investment Partnership Grant 0 Permanent Parks and Recreation (242) General Obligation Debt Svc (2) Water Utility (1,965) Wastewater Utility (967) Stormwater/Flood Mgmt Utility (313) Downtown Commercial District (formerly CAGID) (411) University Hill Commercial District (formerly UHGID) 38 Police Pension (5) Fire Pension (5) TOTAL (6,118) 89 CITY OF BOULDER SUMMARY OF STANDARD FTEs (1) BY CITY DEPARTMENT 2009 2010 2011 VAR EXPLANATION OF VARIANCE APPROVED APPROVED APPROVED '10'11 VARIANCE 2. City Council 1.00 0.00 0.00 0.00 City Attorney 18.65 18.65 18.65 0.00 Municipal Court 18.00 16.25 16.25 0.00 Administrative Services: City Manager's Office (3.) 21.00 18.30 19.30 1.00 reorganization Finance (6.) 28.37 26.37 29.50 3.13 2.0 FTE auditors; 1.13 reorganization Human Resources 16.63 14.88 14.88 0.00 Information Technology 35.25 33.50 34.50 1.00 1.0 FTE transferred from Finance Operations: Housing and Human Services 57.42 56.10 53.39 -2.71 reorganization and grant funding Library 79.95 76.95 75.45 -1.50 reorganization Arts 1.50 1.50 1.50 0.00 Open Space and Mountain Parks 91.00 90.50 85.60 -4.90 oganizational efficiencies Community Planning and Sustainability (4.) 37.89 36.22 36.86 0.64 reallocations DUHMD/Parking Services 42.25 42.25 42.25 0.00 Parks & Recreation 146.99 139.24 126.12 -13.12 oganizational efficiencies PW/Transportation 68.69 67.10 59.28 -7.82 reductions PW/Utilities 156.23 155.90 154.84 -1.06 reductions -1.0 FTE transferred to Police for noise PW/Development and Support Services (5.) 82.12 72.70 71.30 -1.40 enforcement; -.50 FTE reorganization Public Safety: 1.0 FTE xferred from CP & S for noise Police 273.25 269.50 276.50 7.00 enforcement; 6.0 FTE for animal control Fire 112.33 112.33 112.33 0.00 TOTALS 1,288.52 1,248.24 1,228.50 -19.74 NOTES: (1) The FTE counts include standard Management, BMEA, Fire and Police positions; they also include standard positions funded through capital projects, grants and internal service funds. (2.) The FTEs for 2011 reflect the additions and reductions in FTEs included in Attachment B to the City Manager's Budget Message and council changes to the recommended budget (3.) The areas included in the City Manager's FTE count are: - City Manager's Office/Support Services - Communications - Citywide Programs (4.) The areas included in Community Planning and Sustainability are: - Long Range Planning - Land Use Review - Environmental Affairs - Economic Vitality - Community Sustainability (5.) The areas included in PW/Development and Support Services are: - Engineering Review - Building Construction & Code Review - Facilities & Asset Management (FAM) - Fleet Services 90 DEBT POLICY AND ADMINISTRATION Debt Policy As stated in Section 7 of the Citywide Financial and Management Policies, debt shall be considered only for capital purchases/projects and the term of the debt shall not exceed the useful life of the financed asset. Municipal bonds, interfund loans, equipment leases (with the exception of vehicles) and sale/leaseback agreements are approved methods for financing capital projects. Debt Administration At December 31, 2010, the City had a number of debt issues outstanding made up of (amounts in 000's): $ 66,436 General Obligation Bonds Payable (Includes $16,753 of Downtown Commercial District improvement bonds) 9,201 Taxable Pension Obligation Bonds 96,767 Revenue Bonds Payable 1,120 Certificates of Participation (which are a debt of the Boulder Municipal Property Authority) 10,808 Lease Purchase Revenue Notes 7,957 Capital Lease Purchase Agreements The Combined Schedule of Long-Term Debt Payable and the current debt schedules by fund for 2011-2016 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 policies: and affordable debt levels. Under the City Charter, the city's general obligation bonded debt issuances are subject to a legal limitation based on 3% of total assessed value of real and personal property. None of the city's outstanding debt is supported by property taxes. As a result, all bonded debt is considered to be self-supporting and the ratio of net bonded debt to assessed valuation is zero. The actual calculation of the debt margin is presented in the Computation of Legal Debt Margin schedule. 91 Supplementary Schedule Combined Schedule of Long-Tenn Debt Payable December 31, 2010 (Amounts in 000's) Interest Dates Authorized Current rates Issued Maturi and issued Outstanding portion Govenmiental Activities: Supported by sales tax revenues and other fmanchng sources: General Obligation Bonds: Open Space Acquisition 4.00-5.50 6!20/06 8/15/19 20,115 $ 14,980 $ L415 Pre inure on Bonds 170 Open Space Acquisition Refunding 3.50-4.00 626/07 8/15;18 12,345 11,890 1,285 Prernniunn on Refunding Bonds 40 Refunding Bond Charges (422) Open Space Acquisition Refunding 2.50 7/7/09 8115/13 6.305 4,850 1,510 Prerniurn on Refimding Bonds 76 Refunding Bond Charges (18) Parks, Recreation, Muni-Cap., Imp., Ref. 4.00 - 430 9'111101 11112 5,255 1,050 520 Premium on Refunding Bonds - 1 Refunding Bond Charges - (7) Parks, Recreation, Muni-Cap., Imp., Ref. 29/16/09 12/1515 11,895 10,030 1,875 Premiun on Refimding Bonds 400 Refimding Bond Charges (210) Library Capital Improvement Refunding 3.50-4.20 1/08/02 10.01111 9,250 1,040 1.040 Premium on Refunding Bonds 1 Refunding Bond Charges (4) Waste Reduction Bonds 2.00-4.00 12/15/09 12/01/29 6,000 5,750 250 Premiuun on Waste Reduction Bonds 66 71,165 49,683 7.895 Taxable Pension Obligation Bonds 2.00-5.00 102610 10/01,130 9.070 9,070 310 Premium on Pension Obligation Bonds 131 9,070 9201 ,310 Sales Tax Revenue Bonds: Open Space Aeq. Sales Tax Rev. Ref. Bds 2.50-3.00 TT09 8115/14 6,485 5265 1,260 Premiuuu on Refunding Bonds 108 Refimding Bond Charges (23) 6,485 5,350 1,260 Loan Payable - Boulder County 5,441 500 250 Capital Lease Purchase Agreemennts Banc of America Leasing & Capital, LLC 4.93 927110 11/2723 1,500 1,500 73 All American Investment Group, LLC 3.518 10'25!10 1!25%26 6,457 6,457 121 Compernsated Absences (estimated) - 9,899 815 Retiree Health Care Benefit (OPEB) (estimated) - 701 - Rebatable Arbitrage-(esthnnated) 158 Total Governmental Activities and total supported by sales tax revenues and other financing sources $ 100,118 $ 83,449 $ 10,724 Btrshness-type Activities: Supported by utility revenues: Revenue Bonds: Water and Server 4.00 - 5.50 12/19/01 12/01/21 2&830 18,705 1,360 Water and Sewer Revenue Refimding Bonds 3.00 - 3.75 501105 12/01/16 7,900 4,540 685 Refimding Bond Charges - (71) - Water and Sewer Revenue Refunding Bonds 4.00-4.125 711&/07 12/01/19 25.935 17,910 1,790 Refimding Bond Charges (669) - Water and Sewer 3.50-5.00 11/15105 12/01/25 45,245 37,000 1,840 Premium on Bonds - 696 - Water and Sewer Revenue Refimding Bonds 3.00-3.50 5101!05 12/01/12 1,110 325 155 Water and Sewer Revenue Bonds 2.00-3.00 10/12/10 12/01/30 9.980 9,980 390 Prennimn on Bonds 227 Storm Water & Flood Mgmt Rev. Rfdg. 2.00-3.00 6/0810 12/01/18 3,165 2,745 320 Premium on Bonds 75 Refunding Bond Charges (46) 121165 91.417 6,540 Compensated Absences (estimated) - 1,329 164 Retiree Health Care Benefit (OPEB) (estimated) - 86 - Rebatable Arbitrage-(estimated) 6 Total supported by utility revenues 122,165 92,838 6,704 92 (continued) CITY OF BOULDER COLORADO SM12lementary Schedule Combined Schedule of Long-Tenn Debt Payable, (continued) December 31, 2010 (Amounts in 000's) Interest Dates Authorized Current rates Issued Matu i and issued Outstanding portion Busatess-type Activities (Continued): Supported by parking revenues: General Obligation General Improvement District Bonds: Do"nt0un Contntercial District: Parking Facilities 2.50-4.20 6/17103 8/1523 12,500 9.425 570 Preninun on Bonds 71 - Puking Facilities 3.00-4.00 5114/09 8115/18 7,730 7,025 775 Prenumn on Refunding Bonds 281 Refunding Bond Charges (49) 20,230 16.753 1,345 Compensated Absences (estimated) - 111 - Retiree Health Care Benefit (OPEB) (estimated) 21 Total supported by parking revenues 20,230 16.885 1,345 Supported by base rentals: Refunding Certificates of Participation Series Boulder Municipal Property Authority: East Boulder Community Center 4.125-5.00 1'08/98 12/01/12 5.750 1,120 545 Lease Purchase Revenue Notes: Boulder Municipal Property Authority: Open space acquisition: Mardick Note 1991G 7.00 10/03/91 10/03/11 225 20 20 Joder Note 1996A 6.00 4/22196 422/11 1,400 136 136 Lousberg Note 1996B 6.00 5/30/96 6101/11 850 83 83 Henikson Note 1997C 6.00 6/25197 6125/12 383 72 35 Foothills Note 1997G 7.00 7116197 7116/17 L095 557 64 Van Vleet Note 1999B 6.00 315/99 3/5/14 2,500 892 204 Johnson, Family Note2001A-Rl 6.00 1/10/01 1,10/11 245 31 31 Johnson, Wife Note 2001A-R2 6.00 1/10101 1/10;11 300 38 38 Hester Note 2001B 6.00 6/01/01 601/11 580 74 74 Suitts Note 2001C 6.00 10131;01 10/31.11 1,675 1,675 1,675 Abbott Note 2001D 6.00 12/051101 1114/13 430 168 38 William & Assoc. Note 2001E-R1 6.00 11/21/01 11/21111 230 230 230 Suitts, Enterprises Note 2001E-R2 6.00 11/21/01 11/21/11 420 420 420 Edward H. Kolb Note 2002A-RI 6.00 8115102 8115'12 242 60 29 John B. Kolb Note 2002A-R2 6.00 815102 8/15/12 242 60 29 Frederick M. Kolb Note 2002A-R3 6.00 8115102 8/15/12 242 60 29 Helayne B. Jones Note 2003A 6.00 6/20/03 6/20/13 715 260 82 Dagle Note 2004A 4.75 12'112004 1201;04 770 351 82 Gisle Note 2005A 4.75 2/18/05 2/18/17 1180 766 95 Hill Note 2005B 4.75 4105/05 4/05/15 910 508 92 Luchetta Note 2005C 5.00 8/05105 8!05/20 720 535 43 Boulder Valley Note 2006A 5.00 6/16/06 6116116 3,550 2,333 343 Eisenberg Note 2006B 5.00 6107/06 6;07/16 1,206 793 117 Kolb- Edward H. Note 200SAR-1 5.00 4122108 4'22/18 404 338 35 Vigil Note 2008AR-2 5.00 4/22/08 4/22/18 404 338 35 20,918 10.798 4,059 Boulder Transit Village acquisition: 30th & Pearl. LLC Note 2004B 6.50 10114x04 1/140 2,600 10 10 23,518 10,808 4,069 Total supported by base rentals 29.268 11,928 4,614 Total Business-type Activities $ 171,663 $ 121,651 $ 12,663 93 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) GENERALFUND 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS Library Capital Improvement Refunding Bonds - Series 2002 Final payment occurs in 2011 Principal $1,040 - - - - - Interest 44 - - - - - Total $1,084 - - - - - NOTE: The 2011 General Fund budget also funds $598k for base rentals to the Boulder Municipal Property Authority Debt Service Fund for payment of the East Boulder community Center Certificates of Participation. The $598k includes $545k in principal and $53k in interest. L 94 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) GENERAL FUND -WASTE REDUCTION 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS General Obligation Waste Reduction Bonds, Series 2009 Final payment occurs in 2029 Principal $250 $250 $250 $250 $250 $255 Interest 193 188 183 178 173 167 Total $443 $438 $433 $428 $423 $422 95 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) GENERAL FUND - TAXABLE PENSION OBLIGATION BONDS 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS TAXABLE PENSION OBLIGATION BONDS SERIES 2010 Final payment occurs in 2030 Principal $310 $340 $345 $355 $360 $370 Interest 334 348 341 334 327 316 Total $644 $688 $686 $689 $687 $686 96 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) .25 CENT SALES TAX FUND 2011 2012 2013 2014 2015 2016 DEBTISSUES 1. BONDS Parks Acquisition Refunding Bonds Series 2009 Final Payment Occurs in 2015 Principal $1,875 $1,950 $2,010 $2,065 $2,130 Interest 301 245 186 126 64 Fund Total $2,176 $2,195 $2,196 $2,191 $2,194 97 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) OPEN SPACE FUND 2011 2012 2013 2014 2015 2016 DEBTISSUES 1. BONDS Open Space Acquisition Bonds Series 2006 - final payment occurs in 2019 Principal $1,415 $1,470 $1,530 $1,590 $1,655 $1,720 Interest 654 584 523 460 380 297 Total $2,069 $2,054 $2,053 $2,050 $2,035 $2,017 Open Space Acquisition Refunding Bonds Series 2007 - final payment occurs in 2018 Principal $1,285 $1,335 $1,390 $1,445 $1,505 $1,575 Interest 470 424 371 315 257 197 Total $1,755 $1,759 $1,761 $1,760 $1,762 $1,772 Open Space Acquisition Refunding Bonds Series 2009 - final payment occurs in 2013 Principal $1,510 $1,550 $1,790 - - - Interest 121 83 45 - - Total $1,631 $1,633 $1,835 - - - Sales Tax Revenue Refunding Bonds Series 2009 final payment occurs in 2014 Principal $1,260 $1,295 $1,340 $1,370 - - Interest 158 120 81 41 - - Total $1,418 $1,415 $1,421 $1,411 - - Fund Totals $6,873 $6,861 $7,070 $5,221 $3,798 $3,790 NOTE: The 2010 Open Space Fund budget also funds base rentals in the amount of $2,641k ($1,873k in principal and $768k in interest) to the Boulder Municipal Property Authority Debt Service Fund for the payment of various open space properties. NOTE: Debt Service reporting for the Open Space Acquisition Bonds was switched back to the modified accrual basis in 2010. 98 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) TRANSPORTATION FUND The 2011 Transportation Fund budget also funds base rentals in the amount of $10k to the Boulder Municipal Property Authority Debt Service Fund for the Thirtieth and Pearl, LLC property payment. The amount above includes $9k in principal and $1k in interest. L 99 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) .15 CENT SALES TAX FUND 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS Parks and Recreation/Municipal Improvement Refunding Bonds Series 2001 Final Payment in 2012 Principal $520 $530 - - - - Interest 44 23 - - - - Fund Total $564 $553 - - - - 100 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) WATER UTILITY FUND 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS Water and Sewer Revenue Bonds - Series 2001 - final payment occurs in 2021 Principal $1,360 $1,415 $1,475 $1,535 $1,605 $1,675 Interest 812 757 701 641 577 509 Total $2,172 $2,172 $2,176 $2,176 $2,182 $2,184 Water and Sewer Revenue Ref. Bonds - Series 2005B - final payment occurs in 2016 Principal $685 $715 $740 $770 $800 $830 Interest 164 140 114 86 58 29 Total $849 $855 $854 $856 $858 $859 Water and Sewer Revenue Ref. Bonds - Series 2007 - final payment occurs in 2019 Principal $1,790 $1,860 $1,940 $2,030 $2,110 $2,190 Interest 718 646 571 494 412 327 Total $2,508 $2,506 $2,511 $2,524 $2,522 $2,517 Fund Total $5,529 $5,533 $5,541 $5,556 $5,562 $5,560 Note: This debt service schedule is prepared using the accrual basis of accounting. 101 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) WASTEWATER UTILITY FUND 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS Water and Sewer Revenue Refunding Bonds Series 2005A - final payment occurs in 2012 Principal $155 $170 - Interest 11 5 - Total $166 $175 - - - Water and Sewer Revenue Bonds Series 2005C - final payment occurs in 2025 Principal $1,840 $1,910 $1,985 $2,065 $2,145 $2,235 Interest 1,710 1,637 1,560 1,478 1,375 1,267 Total $3,550 $3,547 $3,545 $3,543 $3,520 $3,502 Water and Sewer Revenue Bonds Series 2010 - final payment occurs in 2030 Principal $390 $395 $405 $410 $420 $430 Interest 285 277 269 261 253 244 Total $675 $672 $674 $671 $673 $674 Fund Total $4,391 $4,394 $4,219 $4,214 $4,193 $4,176 Note: This debt service schedule is prepared using the accrual basis of accounting. 102 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) FLOOD CONTROL UTILITY FUND 2011 2012 2013 2014 2015 2016 DEBTISSUES 1. BONDS Storm Water & Flood Refunding Bonds Series 2010 - final payment occurs in 2018 Principal $320 $325 $335 $335 $345 $350 Interest 69 62 56 49 42 32 Fund Total $389 $387 $391 $384 $387 $382 Note: This debt service schedule is prepared using the accrual basis of accounting. 103 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) CAGID FUND 2011 2012 2013 2014 2015 2016 DEBT ISSUES 1. BONDS CAGID Bonds Series 2003 - final payment occurs in 2023 Principal $570 $590 $615 $635 $660 $685 Interest 350 332 313 292 271 246 Total $920 $922 $928 $927 $931 $931 CAGID Refunding Bonds Series 2009, final payment occurs in 2018 Principal $775 $800 $825 $855 $885 $920 Interest 231 207 183 158 132 102 Total $1,006 $1,007 $1,008 $1,013 $1,017 $1,022 Fund Total $1,926 $1,929 $1,936 $1,940 $1,948 $1,953 Note: This debt service schedule is prepared using the accrual basis of accounting. 104 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) BMPA DEBT SERVICE FUND This debt is paid with base rentals transferred from various funds as indicated in the above debt service schedules. 2011 2012 2013 2014 2015 2016 DEBTISSUES 1. CERTIFICATES OF PARTICIPATION East Boulder Community Center Principal $545 $575 - - Interest 53 26 - - - - Sub-total (Matures in 2012) $598 $601 - - II. LEASE PURCHASE REVENUE NOTES 1991G Mardick Principal $20 - - - - - Interest 1 - - - - Total (Matures in 2011) $21 - - - - 1996A Joder Principal $136 - - - - Interest 2 - - - - - Total (Matures in 2011) $138 - - - - 1996B Lousberg Principal $83 - - - - Interest 2 - - - - Total (Matures in 2011) $85 - - - - 1997C Henrickson Principal $35 $37 - - - Interest 3 1 - - - Total (Matures in 2012) $38 $38 - - - 1997G Foothills Business Park, LLC Principal $64 $69 $74 $79 $84 $90 Interest 37 32 27 22 16 10 Total (Matures in 2017) $101 $101 $101 $101 $100 $100 1999B Van Vleet Principal $204 $216 $229 $243 - - Interest 43 31 17 2 - Total (Matures in 2014) $247 $247 $246 $245 - - 2001AR-1 F. LaVerne Johnson Family Principal $31 - - - - - Interest 1 - - - - - Total (Matures in 2011) $32 - - - - - 105 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) BMPA DEBT SERVICE FUND This debt is paid with base rentals transferred from various funds as indicated in the above debt service schedules. 2011 2012 2013 2014 2015 2016 2001AR-2 F. Laverne Johnson Wife Principal $38 - - - Interest 1 - - - - - Total (Matures in 2011) $39 - - - - 2001 B Hester Principal $74 - - - - Interest 2 - - - - Total (Matures in 2011) $76 - - - - - 2001C Suitts Enterprises, Ltd. Principal $ 1,675 - - - - - Interest 84 - - - - Total (Matures in 2011) $1,759 - - - - 2001 D Abbott Principal $38 $41 $43 $45 - Interest 8 5 3 1 - - Total (Matures in 2014) $46 $46 $46 $46 - 2001ER-1 William and Associates Principal $ 230 - - - - Interest 12 Total (Matures in 2011) $242 2001ER-2 Suitts Enterprises, Ltd. Principal $ 420 Interest 22 Total (Matures in 2011) $442 - - - - - 2002AR-1 Edward H. Kolb Principal $29 $31 - - - - Interest 3 1 - - - - Total (Matures in 2012) $32 $32 - - - - 2002AR-2 John B. Kolb Principal $29 $31 - - - - Interest 3 1 - - - - Total (Matures in 2012) $32 $32 - - - - 2002AR-3 Frederick M. Kolb Principal $29 $31 - - - - Interest 3 1 - - - - Total (Matures in 2012) $32 $32 - - - - 2003A Helayne B. Jones Principal $82 $86 $92 - - - Interest 13 8 2 - - - Total (Matures in 2013) $95 $94 $94 - - - 106 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) BMPA DEBT SERVICE FUND This debt is paid with base rentals transferred from various funds as indicated in the above debt service schedules. 2011 2012 2013 2014 2015 2016 2004A Waldo R. & Nancy R. Dagle Principal $82 $86 $90 $94 - Interest 16 12 8 4 - - Total (Matures in 2014) $98 $98 $98 $98 - - 2004132 Thirtieth & Pearl, LLC (Transportation) Principal $9 - - - - Interest 1 - - - Total (Matures in 2011) $10 - - - - - 2005A Gary L. & Donna K. Gisle, Trustees Principal $95 $99 $104 $109 $114 $120 Interest 32 28 23 18 12 7 Total (Matures in 2017) $127 $127 $127 $127 $126 $127 2005B John G. & Barbara G. Hill, Tenants in Common Principal $92 $97 $101 $106 $111 - Interest 21 16 12 7 2 - Total (Matures in 2015) $113 $113 $113 $113 $113 - 2005C Luchetta Properties, Inc. Principal $43 $45 $47 $49 $52 $54 Interest 26 24 21 19 17 14 Total (Matures in 2020) $69 $69 $68 $68 $69 $68 2006A Boulder Valley Farm, Inc. Principal $343 $360 $378 $397 $417 $438 Interest 107 90 71 52 31 10 Total (Matures in 2016) $450 $450 $449 $449 $448 $448 2006B Joel and Ruth Eisenberg Principal $117 $122 $129 $135 $142 $149 Interest 36 31 24 17 10 3 Total (Matures in 2016) $153 $153 $153 $152 $152 $152 2008A-R1 Edward H. Kolb Principal $35 $37 $39 $41 $43 $45 Interest 16 14 12 10 8 6 Total (Matures in 2018) $51 $51 $51 $51 $51 $51 2008A-R2 Edward H. Kolb Principal $35 $37 $39 $41 $43 $45 Interest 16 14 12 10 8 6 Total (Matures in 2018) $51 $51 $51 $51 $51 $51 Sub-total $4,579 $1,734 $1,597 $1,501 $1,110 $997 Fund Totals $5,177 $2,335 $1,597 $1,501 $1,110 $997 107 CITY OF BOULDER 2011 DEBT SERVICE (in $1,000s) FACILITIES ASSET MANAGEMENT DEBT SERVICE FUND 2011 2012 2013 2014 2015 2016 DEBTISSUES 1. CAPITAL LEASES - Energy Efficiency Improvement Project - Phase I with Banc of America Leasing and Capital, LLC Principal $73 $90 $94 $99 $104 $109 Interest 73 68 64 59 54 49 Total $146 $158 $158 $158 $158 $158 Energy Efficiency Improvement Project - Phase II with All American Investment Group, LLC Principal $121 $267 $298 $294 $311 $334 Interest 226 218 208 197 187 175 Total $347 $485 $506 $491 $498 $509 Fund Totals $493 $643 $664 $649 $656 $667 Note: This debt service schedule is prepared using the accrual basis of accounting. 108 CITY OF BOULDER LEASE-PURCHASE OBLIGATIONS IN THIS BUDGET (in $1,000s) ITEM ESTIMATED AMOUNT TO REMAINING LIFETIME OBLIGATION - BE EXPENDED DURING 2011 2012 AND BEYOND REAL PROPERTY Open Space Properties $4,060 $6,739 East Community Center 545 575 Transportation Property 9 - SUBTOTAL $4,614 $7,314 LEASEHOLDIMPROVEMENTS Facilities Asset Management $194 $7,763 SUBTOTAL $194 $7,763 TOTAL $4,808 $15,077 Represented are all lease/purchase obligations known or predictable at the time of the production of the 2011 budget. L 109 CITY OF BOULDER, COLORADO Computation of Legal Debt Margin Last Ten Years (Amounts in 000's) 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 Total assessed value (prior year assessed value for current year collections - estimated) $ 2,562,746 $ 2,416.543 $ 2,398.149 $ 2,094,604 $ 2,091,962 $ 1,970.654 $ 1,970,952 $ 1,929,525 $ 1,912,398 $ 1,529,977 Debt limit - 3% of total assessed value $ 76,882 $ 72,496 $ 71,944 $ 62,838 $ 62,759 59,120 59,129 57,886 57,372 45,899 Amount of debt applicable to debt margin: Total bonded debt $ 49,683 $ 58,409 $ 60,118 $ 67,754 75,081 60,375 66,294 71,929 77,620 81,310 Less deductions allowed by law: Self-supporting General Obligation bonds $ 49,683 $ 58,409 $ 60,118 $ 67,754 $ 75,081 $ 60,375 S 65,929 $ 71,214 $ 76,585 $ 79,960 Self-supporting General Obligation Water Utility bonds - - - - 365 715 1,035 1,350 Total deductions $ 49,683 $ 58,409 $ 60,118 $ 67,754 75,081 60,375 66,294 71,929 77,620 81,310 Amount of debt applicable to debt margin Legal debt margin $ 76,882 $ 72,496 $ 71,944 $ 62,838 $ 62,759 $ 59,120 $ 59,129 $ 57,886 $ 57,372 $ 45,899 Note: The total indebtedness of the City, payable solely from the proceeds of ad valorem taxes, shall not exceed 3% of assessed value of taxable property in the municipality. Indebtedness payable in whole or in part from other revenue sources, or is subject to amoral appropriations by the Boulder City Council, is not included it this limitation. (Charter of the City of Boulder, Sec. 97.) CITY COUNCIL 2011 APPROVED BUDGET $170,677 MISSION STATEMENT To serve as the governing body for the City of Boulder, providing policy direction and leadership to the city organization. CITY COUNCIL CITY ATTORNEY MUNICIPAL JUDGE CITY MANAGER Interdepartmental Charges $2,672 2% Personnel Expenses $84,647 49% Operating Expenses $83,358 49% 111 2011 APPROVED BUDGET CITY COUNCIL Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM DIVISION City Council 333,156 0.00 230,018 0.00 170,677 0.00 (59,341) Subtotal 1.00 333,156 0.00 230,018 0.00 170,677 0.00 (59,341) Total 1.00 333,156 0.00 230,018 0.00 170,677 0.00 (59,341) BUDGET BY EXPENSE CATEGORY Personnel Expenses 132,967 72,147 84,647 12,500 Operating Expenses 198,752 156,158 83,358 (72,800) Interdepartmental Charges 1,437 1,713 2,672 959 Total 333,156 230,018 170,6771 1 (59,341) BUDGET BY FUND General 1.00 333,156 230,018 170,677 0.00 (59,341) Total 1.00 333,156 0.00 230,0181 1 0.00 170,677 0.00 (59,341) For the 2011 budget, memberships have been moved to Non-Departmental Contracts, Citywide Memberships and Citywide Programs 112 CITY COUNCIL CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Operating expenses and Sister City $27,184 0.00 Membership Total $27,184 0.00 For the 2011 budget, several memberships have been moved to Non-Departmental Contracts, Citywide Memberships and Citywide Programs. PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 Number of days to respond 11.50% Within 10 days Within 10 days to public correspondence after CAC after CAC when additional response is 2396 directed by CAC correspondence were received, 113 required responses and 31 were responded to in 10 days *Correspondence decreased from 2,828 in 2008 to 2,396 in 2009 or 15.28% 113 114 CITY ATTORNEY 2011 APPROVED BUDGET $1,932,786 Mission Statement The City Attorney's Office works for the city of Boulder to deliver high quality municipal legal services. It attempts to be responsive, creative and timely. It is the legal advisor to the City Council, for all city boards and commissions and for all city officials. The City Attorney's Office also represents the city in civil litigation and serves as city prosecutor in municipal court. CITY ATTORNEY ADMINISTRATION CONSULTATION & PROSECUTION & CIVIL ADVISORY LITIGATION Interdepartmental Charges Operating Expenses $39,462 Personnel Expenses $152,064 2% $1,741,260 8% 90% 115 2011 APPROVED BUDGET CITY ATTORNEY'S OFFICE Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Administration CAO Administration 125 150,758 1.50 269,480 1.50 299,320 0.00 29,840 Subtotal 1.25 150,758 1.50 269,480 1.50 299,320 0.00 29,840 Consultation & Advisory Advise City Council 1.25 103,947 1.25 170,172 1.25 188,640 0.00 18,468 Advise City Manager/Depts. 8.75 727,628 9.40 840,424 9.40 862,904 0.00 22,480 Advise Boards/Commissions 0.75 62,369 0.75 119,833 0.75 122,096 0.00 2,263 Subtotal 10.75 893,944 11.40 1,130,429 11.40 1,173,640 0.00 43,211 Prosecution & Litigation Municipal Court Prosecution 3.00 296,787 2.00 197,413 2.00 172,565 0.00 (24,848) Civil Litigaiton 2.65 231,888 2.75 256,686 2.75 270,512 0.00 13,826 Legal Aid Defense 0.00 10,000 0.00 10,000 0.00 10,000 0.00 0 MIP Prosecution 6,750 0.00 6,750 Subtotal 5.65 538,675 4.75 464,099 4.75 459,827 0.00 (4,272) ota 17.65 1,583,377 17.65 1,864,008 17.65 1,932,786 0.00 68,778 BUDGET BY EXPENSE CATEGORY Personnel Expenses 1,462,792 1,660,672 1,741,260 80,588 Operating Expenses 98,354 179,586 152,064 (27,522) Interdepartmental Charges 22,230 23,750 39,462 15,712 Total 1,583,3771 1 1,864,008 1,932,786 68,778 BUDGET BY FUND General Fund 11 17.65 1,583,377 17.65 1,864,008 17.65 1,932,786 0.00 68,778 ota 17.65 1,583,3771 1 17.65 1,864,008 17.65 1,932,786 0.00 68,778 A portion of the city's Risk Management program is also provided by the City Attorney's Office. Funding for this portion of the program is provided by an Internal Service Fund (the Property & Casualty Insurance Fund) and includes one additional position, bringing the total to 18.65 standard FTEs. 116 CITY ATTORNEY CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Migrating Minor in Possession cases to $6,750 0.00 Municipal Court Total $6,750 0.00 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Criminal Community Maintain or increase Maintain or increase Prosecution: Mediation Service the number of the number of Maintain the (CMS) - 23 Municipal Court Municipal Court number of CU Restorative matters referred to matters referred to Municipal Court Justice (CURJ) 292 alternative justice alternative justice matters resolution models. resolution models. submitted for Total - 315 alternative dispute resolution and restorative justice resolution. 117 Actual Target Target 2009 2010 2011 2. Outside Individual invoice Continue the use of Continue the use of Lawyers: review and contract formal review formal review Standardize the management is procedures for procedures for procedures and taking place on all outside counsel outside counsel oversight outside counsel contracts and contracts and mechanism for engagements actively monitor actively monitor managing the coordinated through 100% of outside 100% of outside work performed the City Attorney's counsel invoices. counsel invoices. by outside Office. lawyers. Provide increased Provide increased accountability for accountability for budgeting outside budgeting outside counsel funds. counsel funds. It is difficult to use quantitative measures to evaluate the performance of the City Attorney's Office. In private practice settings, the primary quantitative performance measure utilized has to do with the number of "billable hours" that are generated by individual attorneys. That measure is not as central in the public sector. As a result, the City Attorney's Office tends to rely upon more subjective criteria, such as: • Is the City Manager satisfied? • Is the City Council satisfied? • Do we make our agenda deadlines? • Do we have a reasonable level of success in the cases and matters in which we are engaged? • Are our response times reasonable? • Do our clients understand our explanation of legal matters? There is no formal mechanism in place to measure or grade these factors. 118 MUNICIPAL COURT 2011 APPROVED BUDGET $1,801,265 MISSION STATEMENT 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; • To adjudicate cases consistent with the law, the needs of the individual, and the community's values; and • To promote public trust in both the justice system and local government. MUNICIPAL COURT ADJUDICATION CASE MANAGEMENT ADMINISTRATION Intergovernmental Charges Operating Expenses $51,026 $373,372 3% 21% Personnel Expenses $1,376,867 76% L 119 2011 APPROVED BUDGET MUMCIPAL COURT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM ADJUDICATION Adjudication 3.50 385,910 3.50 413,190 3.50 445,364 0.00 32,173 Subtotal 3.50 385,910 3.50 413,190 3.50 445,364 0.00 32,173 CASE MANAGEMENT Traffic 1.00 74,663 1.00 85,873 1.00 86,333 0.00 461 General 1.00 74,663 1.00 85,873 1.00 86,333 0.00 461 Animal 0.75 55,997 0.75 64,405 0.75 64,750 0.00 346 Parking Support 2.00 210,443 2.00 220,297 2.00 221,481 0.00 1,184 Photo Enforcement 3.00 193,732 2.00 197,651 2.00 192,580 0.00 (5,071) Probation Services 2.00 187,994 2.00 205,960 2.00 208,759 0.00 2,799 Subtotal 9.75 797,491 8.75 860,058 8.75 860,238 0.00 180 ADMINISTRATION Administration 4.00 408,608 4.00 441,791 4.00 495,664 0.00 53,873 Subtotal 4.00 408,608 4.00 441,791 4.00 495,664 0.00 53,873 Total 17.25 1,592,009 16.25 1,715,039 16.25 1,801,2651 1 0.00 86,226 BUDGET BY EXPENSE CATEGORY Personnel Expenses 1,334,374 1,363,102 1,376,867 13,765 Operating Expenses 227,989 321,128 373,372 52,244 Interdepartmental Charges 29,646 30,809 51,026 20,217 Total 1,592,009 1,715,039 1,801,265 86,226 BUDGET BY FUND General 17.25 1,592,009 16.25 1,715,039 16.25 1,801,265 0.00 86,226 Total 17.25 1,592,009 16.25 1,715,039 16.25 1,801,265 0.00 86,226 120 MUNICIPAL COURT CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Migrating Minor in Possession cases to $25,000 0 0.00 Municipal Court Total $25,000 $0 0.00 PERFORMANCE MEASURES The court is implementing "CourTools," developed by the National Center for State Courts (NCSC). CourTools are ten outcome-focused measures that integrate the major performance areas defined by the Trial Court Performance Standards. In 2010, the court completed the implementation of nine standards. The implementation of the final tenth standard will occur in 2011. 121 122 CITY MANAGER 2011 APPROVED BUDGET $2,268,89_5 MISSION STATEMENT We provide timely, accurate, accessible information and the administration and execution of policies, representing the city of Boulder with integrity, professionalism and progressive leadership. • 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, the development and recommendation of alternative solutions to community problems for council consideration, the planning and development of new programs to meet future needs of the city, and government through excellent customer service. • The Policy Advisor's Office provides staff representation and communication on intergovernmental matters, and guidance on cross-departmental city policies, on behalf of the City Council and all city departments, in order to further city goals and advance understandings and mutually beneficial alliances with other governmental organizations. • The University Liaison's office fosters cooperation and collaboration between the work of the city and the University of Colorado. • Communication provides information, education and resources to the Boulder community, its stakeholders and city staff and policymakers in an effort to support an open government, build a healthy and informed community, and ensure excellent customer service. • Boulder Channel 8 provides current and accessible community and government information to viewers so they may participate more fully and effectively in the creation and preservation of Boulder's unique quality of life. • Support Services/City Clerk's Office provides program administration, excellent customer service, guidance and access to information and resources and various levels of support for our diverse customers to foster informed, open and participatory government while meeting legal requirements. CITY MANAGER COMMUNICATION ADMINISTRATION CITY CLERK/ MANAGER'S SUPPORT SERVICES CONTINGENCY Intergovernmental Charges Operating Expenses $144,063 $404,380 6% Personnel Expenses 18% $1,720,451 76% 123 2011 APPROVED BUDGET CITY MANAGER'S OFFICE Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM City Manager's Office City Administration and Operations 5.00 695,991 5.00 826,748 4.00 647,610 (1.00) (179,138) State Legislation Affairs 0.45 44,389 0.45 47,514 0.45 49,472 0.00 1,958 Federal Lgislation Affairs 0.05 4,931 0.05 5,282 0.05 5,501 0.00 219 Intergovernmental Relations 0.50 49,321 0.50 52,794 0.50 54,969 0.00 2,175 Internal Auditing 1.50 160,818 0.50 69,916 0.00 0.00 (0.50) (69,916) CU/City Relations - Community Collaboration 0.75 68,360 0.75 63,043 1.00 88,132 0.25 25,089 City/CU OCSS Funding 0.25 12,752 0.25 19,604 0.00 0 (0.25) (19,604) Subtotal 8.50 1,036,562 7.50 1,084,901 6.00 845,684 (1.50) (239217) Communications Internal Communications 0.85 80,551 0.85 98,809 1.30 142,914 0.45 44,105 External Communications 0.85 80,551 0.85 98,809 1.30 142,914 0.45 44,105 N Broadcast Communications 3.00 381,144 2.00 252,867 2.50 330,761 0.50 77,894 Web Communications 0.30 28,429 0.30 32,538 0.40 46,431 0.10 13,893 Community Newsletter 0.00 29,479 0.00 17,142 0.00 18,101 0.00 959 Community Survey 0.00 0 0.00 0 0.00 32,000 0.00 32,000 Subtotal 5.00 600,154 4.00 500,165 5.50 713,121 1.50 212,956 City Clerk/Support Services Agenda Administration/Council meetings 2.20 209,987 2.20 222,518 2.20 216,226 0.00 (6,292) Codification of Boulder Revised Code 0.00 13,605 0.00 23,000 0.00 23,000 0.00 0 Sister City Administration 0.20 19,077 0.20 14,986 0.20 20,027 0.00 5,041 Board and Commission Administration 0.30 28,637 0.30 18,579 0.30 27,582 0.00 9,003 Liquor Licensing 0.95 93,750 0.95 82,135 0.00 0 (0.95) (82,135) Medical Marijuana Licensing 0.00 0 0.00 0 0.00 0 0.00 0 Other Licensing 0.05 4,935 0.05 4,322 0.00 0 (0.05) (4,322) Records Retention, Management, Archiving and Destruction 2.10 164,320 2.10 178,963 2.10 184,473 0.00 5,510 Open Records Requests Management 0.20 15,657 0.20 17,179 0.20 17,436 0.00 257 Domestic Partnerships 0.05 3,897 0.05 5,211 0.05 5,769 0.00 558 Chamber/AV Support 0.20 15,657 0.15 18,245 0.15 17,944 0.00 (301) Contract Routing/Document Recording 0.45 35,211 0.30 28,650 0.30 29,978 0.00 1,328 Conduct of Elections 0.30 98,146 0.30 122,193 0.30 121,655 0.00 (538) Campaign Finance Reform/Matching Fund Administration 0.00 60,816 0.00 0 0.00 46,000 0.00 46,000 Subtotal 7.00 763,695 6.80 735,981 5.80 710,090 (1.00) (25,891) Total 20.50 2,400,411 18.30 2,321,0471 1 17.30 2,268,895 (1.00) (52,152) BUDGET BY EXPENSE CATEGORY Personnel Expenses 2,012,738 1,898,432 1,720,451 (177,981) Operating Expenses 297,944 301,774 404,380 102,606 Interdepartmental Charges 89,729 120,141 144,063 23,922 Capital 700 01 1 (700) Total 2,400,411 2,321,047 2,268,895 (52,152) BUDGET BY FUND General 20.50 2,400,411 18.30 2,321,047 17.30 2,268,895 (1.00) (52,152) Total 20.50 2,400,411 18.30 2,321,047 17.30 2,268,895 (1.00) (52,152) L 124 CITY MANAGER'S OFFICE CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Licensing clerk for licensing programs including medical marijuana $ 63,603 1.00 Increase Communications staff by.25 FTE and transfer to the central 22,213 1.00 Communications staff Channel 8 production staff and 42,000 0.50 operating expenses Community Survey 5,000 24,000 0.00 Total $135,816 $24,000 2.50 Liquor licensing and medical marijuana licensing have been centralized under the Finance department to provide one-stop-shopping, employee cross training and more efficient operations. ORGANIZATIONAL CHANGES/REALLOCATIONS The Internal Auditing function was absorbed by the Finance Department which reduced the City Manager's Office budget by an additional 0.50 position. In addition, the vacant Deputy City Manager position is being reallocated to the Finance Department in support an organizational restructuring in that area. These additional reductions combined with the changes described in the table above result in a net increase of 1.00 FTE for this department. PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 96% 1. Provide 24 hour response to records requests with a There were 1321 3 day turn around for requests with 78 95% 80% information with the that were exception being extremely extensive open large research requests records requests 125 Actual Target Target 2009 2010 2011 2. Number of days to 11.50% respond to public correspondence when 2,396 additional response is correspondence directed by CAC were received, 113 required responses and (*See Note below) 31 were Within 10 days Within 10 days responded to in after CAC after CAC 10 days *Correspondence decreased from 2,828 in 2008 to 2,396 in 2009 or 15.28% 3. To provide better 84.5% monitoring of "Hotline" 80 percent of 80 percent of communications, we will 176 Hotlines were "Hotline" "Hotline" establish a standard logged. 26 of questions questions turnaround time for these required a requiring a requiring a "Hotline" replies. response - 22 response response received a received replies received replies response within 5 within 5 within 5 working working days working days days Performance Measure No. 2 is cross-referenced here (Council's Performance Measure), as it is CMO/Support Services that administers this measure and provides this service. 126 2011 APPROVED BUDGET CITY MANAGER'S CONTINGENCY Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM City Manager's Office Extraordinary Personnel 1,507 0.00 119,916 0.00 119,916 0.00 0 Energy/Fuel Contingency 0 0.00 190,000 0.00 190,000 0.00 0 Manager's Contingency 65,115 0.00 268,416 0.00 119,916 0.00 (148,500) Animal Control Srvs Contingency 0 0 90,000 Total 0.00 66,622 0.00 578,332 0.00 519,832 0.00 (148,500) BUDGET BY EXPENSE CATEGORY Personnel Expenses 1,507 119,916 119,916 Operating Expenses 65,115 458,416 399,916 (58,500) Total 66,622 578,332 519,8321 1 (58,500) BUDGET BY FUND General 66,622 0.00 578,332 0.00 519,832 0.00 (58,500) Total 0.00 66,6221 1 0.00 578,33LL_l 0.00 519,8321 1 0.00 (58,500) NOTE: 20k of Manager's Contingency was transferred to the Xcel Franchise for Street Light Expert services. 20k of Energy/Fuel Contingency was transferred to the Police Department for 2009 Utility Costs. 127 2011 APPROVED BUDGET NON-DEPARTMENTAL CONTRACTS, CITYWIDE MEMBERSHIPS AND CITYWIDE PROGRAMS Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Non-Departmental Contracts Convention & Visitors Bureau 0.00 764,001 0.00 727,364 0.00 731,636 0.00 4,272 Museum of History 0.00 23,609 0.00 23,609 0.00 23,609 0.00 0 Chamber of Commerce 0.00 8,625 0.00 8,504 0.00 0 0.00 (8,504) Negotiations Support 0.00 1,529 0.00 46,393 0.00 46,393 0.00 0 Humane Society Building Loan 0.00 112,059 0.00 112,066 0.00 93,955 0.00 (18,111) Federal Legislative Consultant 0.00 39,000 0.00 43,501 0.00 43,501 0.00 0 Xcel Franchise Negotiations 0.00 84,266 0.00 0 0.00 0 0.00 0 Boulder TV 0.00 18,236 0.00 0 0.00 0 0.00 0 Subtotal 0.00 1,051,325 0.00 961,437 0.00 939,094 0.00 (22,343) Citywide Memberships Denver Regional Council of Governments 0.00 35,300 0.00 35,300 Colorado Municipal League 0.00 69,284 0.00 69,284 Metro Mayors Caucus 0.00 8,251 0.00 8,251 National League of Cities 0.00 7,816 0.00 7,816 Rocky Flats Stewardship Coalitions 0.00 1,000 0.00 1,000 Chamber of Commerce 0.00 9,653 0.00 9,653 Subtotal 131,304 0.00 131,304 Citywide Programs West Nile Virus Program 0.00 275,942 0.00 250,000 0.00 250,000 0.00 0 Clean Energy Study 0.00 0 0.00 0 0.00 260,000 0.00 260,000 City Manager Search 0.00 6,041 0.00 0 0.00 0 0.00 0 Boulder Junction 0.00 0 0.00 0 0.00 325,000 0.00 325,000 Subtotal 0.00 281,983 0.00 250,000 0.00 835,000 0.00 585,000 Total 0.00 1,333,308 0.00 1,211,437 0.00 1,905,398 0.00 562,657 BUDGET BY EXPENSE CATEGORY Operating Expenses 1,333,308 1,211,437 1,905,398 693,961 Total 1,333,308 1,211,437 1,905,398 693,961 BUDGET BY FUND General Fund 0.00 1,333,308 0.00 1,211,437 0.00 1,905,398 0.00 693,961 Total 0.00 1,333,308 0.00 1,211,437 0.00 1,905,398 0.00 693,961 128 NON-DEPARTMENTAL CONTRACTS, CITYWIDE MEMBERSHIPS AND CITYWIDE PROGRAMS CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Several citywide memberships were $121,651 moved from the City Council budget Total $121,651 0.00 For the 2011 budget, several memberships have been moved from the City Council budget to Non-Departmental Contracts, Citywide Memberships and Citywide Programs. PERFORMANCE MEASURES None 129 130 FINANCE 2011 APPROVED BUDGET $2,890,265 MISSION STATEMENT 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. Specific services provided by the Finance Department include: long-range financial planning and budgeting, accounting/auditing, financial reporting, risk management, accounts payable, accounts receivable, investment and cash management, debt issuance and management, purchasing, assessments, revenue collection, tax enforcement, and financial analyses. FINANCE ADMINISTRATION ACCOUNTING & OPERATIONS L BUDGET REVENUE F TREASURY Interdepartmental Charges Operating Expenses $82,437 $274,932 3% 10% Personnel Expenses $2,532,896 88% 131 2011 APPROVED BUDGET FINANCE DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM ADMINISTRATION Department Administration 1.80 274,456 0.80 299,618 1.30 376,446 0.50 76,828 Old Hire Pension Plan Management 0.10 41,499 0.10 39,097 0.10 39,301 0.00 204 Subtotal 1.90 315,955 0.90 338,715 1.40 415,747 0.50 77,032 BUDGET Budget Development 1.50 161,975 1.50 177,274 2.50 297,555 1.00 120,281 Forecasting & Analysis 0.60 62,811 0.60 62,505 1.00 110,617 0.40 48,112 Long-range Planning 0.60 62,811 0.60 62,505 1.00 110,617 0.40 48,112 Policy Analysis 0.30 31,406 0.30 31,252 0.50 55,309 0.20 24,057 Subtotal 3.00 319,003 3.00 333,536 5.00 574,098 2.00 240,562 TREASURY Administration 0.00 0 0.00 0 0.50 63,924 0.50 63,924 Debt Management 0.15 33,929 0.15 60,149 0.15 60,771 0.00 622 Accounts Receivable/Assessments 1.05 34,743 1.05 95,472 1.05 84,004 0.00 (11,468) Portfolio Management 2.15 183,107 2.15 225,024 1.65 176,032 (0.50) (48,992) Subtotal 3.35 251,779 3.35 380,645 3.35 384,731 0.00 4,086 REVENUE & LICENSING Sales Tax Licensing & Collections 2.60 143,784 2.10 187,092 2.10 191,960 0.00 4,868 Sales Tax Auditing 4.53 411,139 4.03 344,475 6.03 495,695 2.00 151,220 Liquor Licensing 0.00 0 0.00 0 1.00 54,928 1.00 54,928 Other Licensing 0.00 0 0.00 0 1.00 93,690 1.00 93,690 Subtotal 7.13 554,923 6.13 531,567 10.13 836,273 4.00 304,706 ACCOUNTING AND OPERATIONS Administration 0.00 0 0.00 0 0.50 63,924 0.50 63,924 Payment Processing 1.55 90,865 1.55 108,268 1.55 105,694 0.00 (2,574) Imaging/Record Retention 0.55 49,323 0.55 40,406 0.55 39,594 0.00 (812) Purchasing 1.10 53,213 1.10 74,758 1.10 75,885 0.00 1,127 Internal Auditing 0.00 0 0.35 37,708 035 38,559 0.00 851 Financial Reporting 2.35 449,254 2.00 252,838 2.00 256,764 0.00 3,926 Information Desk 1.05 27,592 1.05 48,006 0.55 32,099 (0.50) (15,907) Centralized Mail Services 1.39 42,627 1.39 74,431 1.02 66,897 (0.37) (7,534) Finance System Administration 1.00 142,280 1.00 130,656 0.00 0 (1.00) (130,656) Subtotal 8.99 855,154 8.99 767,071 7.62 679,416 (1.37) (87,655) Total 24.37 2,296,8141 1 22.37 2,351,534 27.50 2,890,265 5.13 538,731 BUDGET BY EXPENSE CATEGORY Personnel Expenses 2,022,233 2,042,210 2,532,896 490,686 Operating Expenses 243,648 263,796 274,932 11,136 Interdepartmental Charges 30,933 45,528 82,437 36,909 Total 2,296,814 2,351,534 2,890,265 538,731 BUDGET BY FUND General Fund 2,296,814 22.37 2,351,534 27.50 2,890,265 5.13 538,731 Total 24.37 2,296,814 22.37 2,351,534 27.50 2,890,265 5.13 538,731 The citywide Risk Management function is also managed in the Finance Department. Funding for this program is provided by two Internal Service Funds; the Property & Casualty Insurance Fund and the Workers Compensation Insurance Fund. Funding for this program in 2011 totals $3,583,072 and includes four additional positions in the Finance Department, bringing the total to 29.50 standard FTEs. Liquor licensing and medical marijuana licensing have been centralized under the Finance department to provide one-stop-shopping, employee cross training and more efficient operations. 132 FINANCE CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Sales/use tax auditing program $160,000 $0 2.00 Total $160,000 $0 2.00 ORGANIZATIONAL CHANGES/REALLOCATIONS Based on the results of the Finance Department assessment, the department is being restructured. To support this change, the vacant Deputy City Manager position is being reallocated to the Finance Department in order to add one staff member in the budget division. In addition, 1.37 existing positions within the department are being decreased in order to add a 0.50 business analyst and one staff member in the treasury and accounting operations divisions. The finance system administrator position is being transferred to Information Technology and the finance manager position in the Library/Arts Department is being reallocated to the budget division within the Finance Department. Lastly, liquor licensing and medical marijuana licensing have been centralized under the Finance department to provide one-stop-shopping, employee cross training and more efficient operations (2 ftes). Based on these changes and the addition of 2.00 auditors, the total increase in positions for the department is 5.13. PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Annual attainment of Award was Award is Award is Government Finance received received received Officers Association award for excellence in financial reporting. 2. Annual attainment of Award was Award was Award is Government Finance received received received Officers Association award for excellence in budgeting. 133 Actual Target Target 2009 2010 2011 3. Achievement of a rate of Actual rate Actual rate Actual rate earnings on city exceeded exceeds exceeds investments that exceeds benchmark benchmark benchmark (on an amortized cost basis) the six month trailing average US Govt. 2 yr. Treasury Note rate. 4. Achievement of reserves, Target Reserve Target reserve Target reserve which include minimum balances were balances are balances are fund balance of 5% of achieved for all achieved. achieved. operating expenses funds (excluding grants, internal service, and special revenue funds) in all city funds. * * Depending upon perceived risk, certain finds maybe required to maintain fiend balances higher than 5%. 134 HUMAN RESOURCES 2011 APPROVED BUDGET $1,581,269 MISSION STATEMENT "Aligning employees with desired organizational outcomes" Human Resources' mission is to recruit and retain talent for the organization and we do this all through "Caring Accountability". Our purpose is three-fold: • As innovators, we proactively develop tools, programs and options to help the organization thrive. • As coaches and trainers, we provide practical advice and skill building to the workforce for accomplishing their goals. • As administrators of policies and sound management practices, we work with all employees to provide guidance to protect the city from liability. HUMAN RESOURCES EMPLOYMENT EMPLOYEE & EMPLOYEE & COMPENSATION & ADMINISTRATION & ORGANIZATION LABOR BENEFITS PAYROLL DIVERSITY DEVELOPMENT RELATIONS Interdepartmental Operating Charges Expenses $37,901 $176,473 2% 11% Personnel Expenses $1,366,89.5 87% 135 2011 APPROVED BUDGET HUMAN RESOURCES DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Administration 1.90 277,551 1.80 268,224 2.05 304,820 0.25 36,596 Benefits-Federally Mandated Leaves 0.47 48,649 0.51 31,347 0.61 42,869 0.11 11,522 Benefits-Optional Employee Leaves 0.15 15,693 0.25 22,110 0.27 24,925 0.02 2,815 Benefits - Retirement & Terminations 0.38 39,234 0.46 62,702 0.46 64,733 0.00 2,031 Benefits-Welfare 1.53 154,765 1.60 149,397 1.52 152,323 (0.08) 2,926 Compensation-Classification, Market Analysis & Structure 0.45 67,195 0.39 67,833 0.39 67,853 0.00 20 Compensation-Delivery Systems 0.22 25,625 0.37 44,005 0.37 44,242 0.00 237 Diversity 0.10 11,542 0.23 25,266 0.23 25,649 0.00 383 Employee Relations 2.50 234,838 1.38 161,557 1.38 164,759 0.00 3,202 Labor Relations 0.64 75,914 0.67 77,234 0.58 68,233 (0.09) (9,001) Payroll 3.50 301,110 2.55 217,286 2.55 222,489 0.00 5,203 Performance Management 0.75 59,938 1.05 86,970 0.65 61,062 (0.40) (25,908) Policies 0.65 60,733 0.72 79,399 0.81 92,009 0.09 12,610 Staffing 2.50 165,540 1.92 137,117 1.97 146,204 0.05 9,087 Succession Planning 0.10 11,273 0.16 17,872 0.21 21,082 0.05 3,210 Training 0.80 64,729 0.83 76,840 0.83 78,017 0.00 1,177 Subtotal 16.63 1,614,329 14.88 1,525,158 14.88 1,581,269 0.00 56,110 Total 16.63 1,614,329 14.88 1,525,158 14.88 1,581,269 0.00 56,110 BUDGET BY EXPENSE CATEGORY Personnel Expenses 1,419,447 1,327,369 1,366,895 39,526 Operating Expenses 174,824 176,473 176,473 0 Interdepartmental Charges 20,058 21,316 37,901 16,585 Total 1,614,329 1,525,158 1,581,269 56,111 BUDGET BY FUND General 16.63 1,614,329 14.88 1,525,158 14.88 1,581,269 0.00 56,111 Total 16.63 1,614,329 14.88 1,525,158 14.88 1,581,269 0.00 56,111 136 HUMAN RESOURCES CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund No Changes Total $0 $0 0.00 PERFORMANCE MEASURES The Human Resources Department has been focused on making sure we have updated, clear and enforceable policies; supervisory and other regulatory training and improving the timeliness of performance reviews. In 2009 we began looking at additional metrics to more effectively measure Human Resources impact toward organization success. We started tracking several common measures which are used by several of our peer organizations in the public sector. They include: • Time to fill - by department, level and organization average • Turnover rate - by department, level, tenure, diversity, employee group, performance level, FLSA status, in comparison to Denver/Boulder government averages & Colorado government averages • Absence rate - by department, employee group, organization average, and in comparison to Colorado government averages • Benefits to Total Compensation - in comparison to other government organizations Going forward we propose to continue tracking these areas in addition to the metrics that we will be examining as part of participation in the Colorado Performance Measurement Consortium (CPMC). 137 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Compliance/ Goal: Revise/update/ Goal: Update or create Goal: Continue mgmt training consolidate 20% of the the following policies: work on Protect city policies. Complete Alcohol and Drug updating/creating liability: required training to be Testing, Alcohol and policies identified in Consolidate and identified year end 2008. Drug Use, Anti- 2010. Complete update city City-wide diversity Discrimination, City required training to policies. training for all Property-Use of, Driving, be identified year Conduct all employees to be Displaced Employees, end 2010. Continue regulatory- completed by the end of Conflict of Interest, diversity training driven training. the year; class includes Employment, City for all employees. harassment training. Vehicle Use (new), Launch succession Departmental trainers are Guidelines for Lowering planning methods delivering the class. Vehicle Carbon and technical and Results: Updated 4 Emissions (new), leadership pools. policies (Nepotism, Vehicle Use FLSA, Emergency Reimbursement (new). Events and Displaced Complete required Employees), created 2 training to be identified policies (Workplace year end 2009. Continue Accommodations for diversity training for all Nursing Mothers and employees. Complete Employee succession planning Development), deleted methods and technical one policy and replaced and leadership pools' with a new FAQ training design. (Longevity) and updated 1 FAQ (FLSA). All, but 39 employees completed the harassment / diversity class. 138 Actual Target Target 2009 2010 2011 2. Performance Goal: Establish normed Goal: HR internal Goal: Educate Management standards and ensure the measure is 100% within departments and Focus on consistent application of 30 days of due date. E- practice for focal performance: these standards learning class on point reviews, improve the throughout the Performance which are scheduled timeliness of organization through Management to be to be implemented reviews. 100% training and other completed by Dec 2010. in 2012. within 30 days methods. HR internal Encourage departments of due date. measure is 100% within to explore and Applying 30 days of due date. understand the idea of accountability Results: Formed focal point reviews. measures and oversight Learning Team Continue to automate the establishing to develop & implement PAF04. standards. employee development and performance management strategy. Designed employee development goal for 2010 implementation for all employees. Continued to audit the rating score number in relationship to the percentage increase awarded (Mgmt employees in Consistently Meets range), Exceeds reviews have Director signature, explore unsigned reviews and deal with other system anomalies. 1080 reviews were completed within 30 days of the due date (888 were on time, 192 were less than 30 days late) or 86% out of 1250 reviews. All but two departments are consistently on-time, and those two are working to catch up. 139 140 INFORMATION TECHNOLOGY 2011 APPROVED BUDGET $4,859,487 MISSION STATEMENT IT strives to create an environment of seamless integration between people and technology The services of the Information Technology department include: long-range technology planning; citywide hardware/software procurement; support for over 1,300 employees and PCs, 100 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 a myriad of mission critical applications from payroll, to web technologies, to public safety. INFORMATION TECHNOLOGY ADMINISTRATION CLIENT SERVICES L APITAL, NON-IT AND INFRASTRUCTURE CUSTOM APPLICATION CITYWIDE ITEMS SERVICES DEVELOPMENT Interdepartmental Charges Capital $275,772 Personnel Expenses $539,582 6% $3,563,875 11% 73% Operating Expenses $480,258 10% The city phone system and the computer replacement programs are also managed in Information Technology. Funding for these programs are provided by two Internal Service Funds:. the Telecommunications Fund and the Computer Replacement Fund. Funding for these programs total $2,454,031 and includes 2.50 of the positions in Information Technology. L 141 2011 APPROVED BUDGET INFORMATION TECHNOLOGY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Administration IT Leadership / Administration 3.00 409,723 3.00 834,170 3.00 907,756 0.00 73,586 Subtotal 3.00 409,723 3.00 834,170 3.00 907,756 0.00 73,586 Custom Application Development Custom Application Provision - Law, Safety and Justice 0.33 40,302 0.30 33,715 0.30 34,409 0.00 694 Custom Application Provision - Planning and Development 0.33 40,302 0.30 33,715 0.30 34,409 0.00 694 Custom Application Provision - Community Services 0.66 80,603 0.59 67,430 0.59 68,818 0.00 1,388 Custom Application Provision - Governance and Administration 0.33 40,302 0.30 33,715 0.30 34,409 0.00 694 Custom Application Provision - Support Services 2.97 362,716 2.65 304,937 2.65 311,327 0.00 6,390 Geographic Information Systems (GIS) 1.32 177,533 1.18 203,998 1.18 205,142 0.00 1,144 eGovernment(Web/Internet) 1.32 135,389 1.18 118,530 1.18 121,840 0.00 3,310 Project Management 0.99 120,905 Subtotal 8.25 998,051 6.50 796,040 6.50 810,354 0.00 14,314 Infrastructure Services Security Administration 0.50 59,732 0.56 62,740 0.56 64,797 0.00 2,057 Network Administration (WAN/LAN/Wireless) 1.00 119,464 1.13 125,480 1.13 129,595 0.00 4,115 Telephone Systems Administration 0.75 89,598 0.84 94,110 0.84 97,196 0.00 3,086 Database Administration 1.50 179,197 1.69 201,645 1.69 199,392 0.00 (2,253) Database Server Administration 0.25 29,866 0.28 31,370 0.28 32,399 0.00 1,029 Data Center/Server Room Operations 0.25 29,866 0.28 31,370 0.28 32,399 0.00 1,029 Server Administration 0.75 89,598 0.84 96,710 0.84 99,796 0.00 3,086 Other Server Administration 0.50 59,732 0.56 62,740 0.56 64,797 0.00 2,057 Storage Administration 0.25 29,866 0.28 31,370 0.28 32,399 0.00 1,029 Email/CalendaringAdministration 0.75 89,598 0.84 94,110 0.84 97,196 0.00 3,086 Application Server Administration 0.75 89,598 0.84 94,110 0.84 97,196 0.00 3,086 File/Print Administration 0.50 59,732 0.56 62,740 0.56 64,797 0.00 2,057 Disaster Recovery/Planning 0.25 29,866 0.28 31,370 0.28 32,399 0.00 1,029 Subtotal 8.00 955,715 9.00 1,019,865 9.00 1,044,359 0.00 24,494 Client Services Packaged Application Support - Law, Safety and Justice 0.81 92,108 0.80 83,086 0.80 87,307 0.00 4,221 Packaged Application Support - Public Infrastructure 1.35 153,514 1.35 138,471 1.35 145,511 0.00 7,040 Packaged Application Support - Planning and Development 1.08 122,811 1.08 110,777 1.08 116,409 0.00 5,632 Packaged Application Support - Community Services 0.27 30,703 0.27 27,695 0.27 29,102 0.00 1,407 Packaged Application Support - Governance and Administration 0.54 61,406 0.54 55,389 0.54 58,204 0.00 2,815 Packaged Application Support - Support Services 2.97 337,731 1.97 230,350 2.70 303,022 0.73 72,672 Help Desk (Tier 1) 1.62 157,080 1.62 178,905 1.62 180,777 0.00 1,872 End User Application Support - Support Services 0.00 0 0.00 0 0.27 29,102 0.27 29,102 Personal Computer Support 2.70 261,800 2.71 268,787 2.71 271,907 0.00 3,120 142 2011 APPROVED BUDGET INFORMATION TECHNOLOGY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount Personal Computer Administration 0.54 52,360 0.54 53,757 0.54 54,381 0.00 624 Personal Productivity Tool Support 0.54 52,360 0.54 53,757 0.54 54,381 0.00 624 Portable Device/Specialized Device Support 1.08 104,720 1.08 107,515 1.08 108,763 0.00 1,248 Subtotal 13.50 1,426,594 12.50 1,308,489 13.50 1,438,868 1.00 130,379 Capital, Non-IT and Citywide Monies CIP Technology Funds 0.00 250,000 0.00 350,000 0.00 100,000 Traditional Technology Funds 2,362 0.00 54,004 0.00 54,036 0.00 32 Telecom Connectivity 27,000 0.00 48,264 0.00 48,264 0.00 0 One-Time Funding - Security Audits 0.00 0 0.00 40,000 0.00 40,000 CRF GF Subsidy 627,000 0.00 604,915 0.00 165,850 0.00 (439,065) Police Public Safety CRF Contributions 107,013 0.00 111,429 0.00 0 0.00 (111,429) Muni Court JSI Maintenance 26,512 0.00 26,512 0.00 0 0.00 (26,512) Fire Dept - Firehouse SW maintenance 0 0.00 8,715 0.00 0 0.00 (81715) IT Operating Project - iVista 10,632 IT Operating Project - Imaging Project Phase II 19,591 IT Operating Project - BRC Audit / STP Update 102,515 Subtotal 0.00 922,626 0.00 1,103,839 0.00 658,150 0.00 (445,689) o a 32.75 4,712,709 31.00 5,062,403 32.00 4,859,487 1.00 (202,916) BUDGET BY EXPENSE CATEGORY Personnel Expenses 3,424,790 3,599,700 3,563,875 (35,825) Operating Expenses 461,882 320,695 480,258 159,563 Interdepartmental Charges 812,485 789,740 275,772 (513,968) Capital 13,552 352,268 539,582 187,314 o a 4,712,709 5,062,403 4,859,487 (202,916) BUDGET BY FUND General Fund 32.75 4,712,709 31.00 5,062,403 32.00 4,859,487 1.00 (202,916) o a 32.75 4,712,709 31.00 5,062,403 32.00 4,859,487 1.00 (202,916) The city phone system and the computer replacement programs are also managed in Information Technology. Funding for these programs are provided by two Internal Service Funds; the Telecommunications Fund and the Computer Replacement Fund. Funding for these programs total $2,455,000 and includes 2.50 additional positions in the Information Technology Department, brining the total to 34.50 standard FTEs for 2011. 143 INFORMATION TECHNOLOGY CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund High priority technology programs $40,000 0.00 Software replacement program $100,000 0.00 Computer Replacement Fund Purchase a tool to manage the archiving of individual email files to 12,000 87,000 0.00 comply with e-Discovery requirements for legal discovery requests Increase city-wide Enterprise Disk 20,000 Storage capacity Total $112,000 $147,000 0.00 ORGANIZATIONAL CHANGES/REALLOCATIONS In response to the recent assessment completed for information technology services, the finance system administrator position is being transferred from the Finance Department to Information Technology. PERFORMANCE MEASURES The IT Department began participating in the ICMA/CML/Colorado Performance Measurement Consortium (CPMC) during the 2009/2010 data collection period. We have begun tracking and will report on the following metrics as identified by the Consortium. Outcome A: Provide high quality external customer service • Total number of interactive applications • Total number of online payment services • Total number of online forms • Total number of City web site users (visits) during reporting year per total residential population Outcome B: Provide a high level of system availability • Total number of security incidents during reporting year 144 Outcome C: Provide efficient information technology services • PC and related devices per IT FTE • Networked device/endpoint to Network Administrator FTE • Physical server to Server/System Administrator FTE • Virtual server to Server/System Administrator FTE Outcome D: Provide high quality internal customer service • Percentage of customers reporting "Responsiveness" - Excellent (5) Very Good (4) Good (3) Fair (2) Poor (1) • Percentage of customers reporting "Communication" - Excellent (5) Very Good (4) Good (3) Fair (2)Poor (1) • Percentage of customers reporting "Technical Expertise/Knowledge" - Excellent (5) Very Good (4) Good (3) Fair (2) Poor (1) • Percentage of customers reporting "Overall Quality/Satisfaction" - Excellent (5) Very Good (4) Good (3) Fair (2) Poor (1) • Percentage of customers reporting "Cooperation" - Excellent (5) Very Good (4) Good (3) Fair (2) Poor (1) 145 146 HOUSING AND HUMAN SERVICES 2011 APPROVED BUDGET $13,086,967 MISSION STATEMENT To create a healthy community by providing and supporting diverse housing and human services to Boulder residents in need. HOUSING AND HUMAN SERVICES L HUMAN SERVICES POLICY AND PLANNING COMMUNITY RELATIONS CHILDREN, YOUTH & FAMILIES SENIOR SERVICES HOUSING ADMINISTRATION Interdepartmental Other Financing Charges $121,649 $173,171 1% 1% Personnel Expenses $4,098,450 31% Operating Expenses $8,693,697 67% 147 2011 APPROVED BUDGET HOUSING AND HUMAN SERVICES DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM DEPARTMENTAL ADMINISTRATION 3.72 473,164 3.65 414,291 2.65 442,580 (1.00) 28,289 CHILDREN, YOUTH AND FAMILIES Prevention and Intervention: Mental Health Services 5.61 490,693 4.45 390,935 4.39 335,469 (0.06) (55,466) Prevention and Intervention: Crisis Response 0.62 44,404 1.91 167,491 1.88 144,363 (0.03) (23,128) Family Resource Schools: Mental Health Services 0.00 91,838 1.38 145,398 0.00 126,556 (1.38) (18.842) Family Resource Schools: Family Support Services 4.64 281,400 2.74 290,613 4.13 316,291 1.39 25,678 Family Resource Schools: After School Programs 1.16 136,124 1.38 145,398 0.90 138,424 (0.48) (6,974) Community Mediation: Mediation and Restorative Justice 2.63 200,711 1.46 116,223 2.37 184,259 0.91 68,036 Community Mediation: Facilitations 0.13 15,124 1.39 111,516 0.21 16,061 (1.18) (95,455) Community Mediation: Community Capacity Building 0.03 2,318 0.06 4,707 0.03 2,028 (0.03) (2,679) ECCBC: Professional Development Training 019 130,616 0.73 96,286 0.32 98,500 (0.41) 2,214 ECCBC: School Readiness Program 0.46 263,784 0.68 89,448 0.32 88,545 (0.36) (903) ECCBC: Systems Development 1.69 234,011 1.21 158,198 2.50 233,391 1.29 75,193 Childcare Subsidy and Referral: Parent Education 2.32 161,498 0.81 91,094 0.87 65,691 0.06 (25,403) Childcare Subsidy and Referral: Payment Assistance 2.32 472,171 2.50 423,081 1.78 414,459 (0.72) (8,622) Childcare Recruitment and Training: Capacity Building 0.57 61,730 0.98 79,986 0.54 56,631 (0.44) (23,355) Childcare Recruitment and Training: Professional Development 0.94 156,874 0.61 49,989 0.50 39,538 (0.11) (10,451) Youth Opportunities Program: Grant Funding to Youth Serving Agencies 0.99 248,262 1.74 303,175 0.74 230,287 (1.00) (72,888) Youth Opportunities Program: Youth Leadership Development 1.13 76,149 0.12 14,832 0.85 65,882 0.73 51,050 Youth Opportunities Program: Youth Board Community Initiatives 014 22,363 0.24 29,846 0.17 19,846 (0.07) (10,000) Subtotal 25.77 3,090,072 24.40 2,708,216 22.50 2,576,221 (1.90) (131,995) COMMUNITY RELATIONS Office of Human Rights 1.40 155,287 1.00 110,881 1.00 111,849 0.00 968 Community and City Manager Policy Committees 0.00 0 0.10 12,140 0.95 90,450 0.85 78,310 Human Relations Commission 0.10 47,159 0.40 101,131 0.30 89,128 (0.10) (12.003) Subtotal 1.50 202,446 1.50 224,152 2.25 291,427 0.75 67,275 HUMAN SERVICES POLICY AND PLANNING Human Services Fund: Basic Safety Net Services 1.26 1,663,783 1.26 1,611,234 1.26 1,635,868 0.00 24,634 Human Services Fund: Early Intervention and Prevention Services 0.49 647,027 0.49 626,591 0.49 635,628 0.00 9,037 Human Services Policy Dev, Planning and Project Management 0.00 0 1.00 91,383 1.00 95,142 0.00 3,759 Subtotal 1.75 2,310,810 2.75 2,329,208 2.75 2,366,638 0.00 37,430 148 2011 APPROVED BUDGET HOUSING AND HUMAN SERVICES DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount HOUSING Asset Management and Monitoring 2.28 191,155 2.91 255,353 2.08 170,389 (0.83) (84,964) Funding Allocation: Local Affordable Housing and CHAP Funds 0.45 2,889,472 1.08 3,969,606 1.36 3,435,613 0.28 (533,993) Funding Allocation: Federal CDBG, HOME and HOME Consortium Funds 1.81 1,640,368 1.53 1,624,838 1.05 1,479,171 (0.48) (145,667) Funding Allocation: Federal Community Development Funds (CDBG) 0.46 494,913 0.23 219,734 0.45 370,048 0.22 150,314 Housing Planning, Policy Development, Project Management, Review 2.53 266,810 2.66 246,176 2.65 227,397 (0.01) (18,779) Homeownership Programs 6.09 761,279 5.33 592,833 5.37 575,311 0.04 (17,522) Cost Allocation - City Overhead 81,177 117,888 116,038 0.00 (1,850) Debt Service 229,143 219,358 0 0.00 (219,358) Subtotal 13.62 6,554,317 13.74 7,245,786 12.96 6,373,967 (0.78) (871,819) SENIOR SERVICES Food Tax Rebate Program 0.00 17,629 0.00 17,850 0.27 23,982 0.27 6,132 Senior Services Facilities: Day Activities and Rentals 5.20 486,208 4.73 485,405 4.71 454,598 (0.02) (30,807) Nutrition 0.00 76,357 0.00 76,765 0.00 76,817 0.00 52 Senior Resources 3.37 260,544 3.06 242,244 3.05 244,488 (0.01) 2,244 Senior Programs: Trips and Membership 1.33 176,314 1.21 131,293 1.02 121,225 (0.19) (10.068) Senior Programs: Health and Wellness 1.16 133,981 1.05 102,057 1.23 115,024 0.18 12,967 Subtotal 11.06 1,151,034 10.06 1,055,614 10.28 1,036,134 0.23 (19.480) Total 57.42 13,781,843 56.10 13,977,267 53.39 13,086,967 (2.71) (890,301) BUDGET BY EXPENSE CATEGORY Personnel Expenses 4,184,706 4,304,390 4,098,450 (205,940) Operating Expenses 9,102,278 9,214,733 8,693,697 (521,036) Interdepartmental Charges 122,059 120,898 173,171 52,273 Debt Service 229,143 219,358 0 (219,358) Other Financing 143,6671 1 117,88811 121,64911 3,761 Total 13,781,843 13,977,267 13,086,967 (890,300)1 BUDGET BY FUND General Fund 36.63 5,374,008 35.53 4,9537289 * 33.62 4,902,550 (1.91) (50,739) Affordable Housing Fund 5.32 1,729,694 4.88 2,353,944 4.38 2,032,327 (0.50) (321,617) Community Housing Assistance Program (CHAP) 4.08 2,148,757 4.62 2,532,034 4.35 1,976,090 (0.27) (555,944) .15% Sales Tax Fund 6.03 1,861,561 5.81 1,788,000 5.77 1,826,000 (0.04) 38,000 Community Development Block Grant (CDBG) 4.11 1,236,326 4.06 1,000,000 4.07 1,000,000 0.01 0 HOME 1.25 1,431,497 1.20 1,350,000 " 1.20 1,350,000 0.00 0 Total 57.42 13,781,843 56.10 13,977,267 53.39 13,086,967 (2.71) (890,300) Includes outside grants to the Children, Youth and Families Division of $901,878 in 2010 and $869,189 in 2011. The City entered into a County-wide HOME consortium in 2007. In 2010 and 2011, of the approximately $1.35 million HOME grant each year, $633,893 will pass throug the city directly to other communities in the consortium. 149 HOUSING AND HUMAN SERVICES CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund No Changes Total $ $ 0.00 ORGANIZATIONAL CHANGEYREALLOCATIONS The decrease in standard positions for the Housing/Human Services is a result of a reorganization in the department and a reduction in grant funding. In terms of the reorganization, strategic changes were made as a result of an organizational assessment, which is consistent with department, city, and community priorities identified in the business plan and the priority-based budgeting process. PERFORMANCE MEASURES The department is reviewing and assessing changes to current performance measures. This includes defining measures that tie performance to coordinated outcome measures, and community and social sustainability indicators. In addition to coordinating with city efforts to develop social sustainability indicators, HHS is coordinating with Boulder County, community non-profits and other funding agencies to develop more consistent and standard human services outcomes. These outcomes will be ties to the to the county- wide human services strategic plan (the city is a steering committee member), the Social Sustainability Strategic Plan and the Housing and Human Services Master Plan. This effort, along with Priority-based Budgeting outcomes, will assist HHS to focus effort and resources toward those services and programs which provide highest leverage for meeting city council and community goals. Current outcome measures are based primarily on customer satisfaction and attainment of goals and objectives in funding contracts. Actual Target Target 2009 2010 2011 1. The number of permanently affordable housing units added to the City of Boulder's 84 100 50 housing stock on an annual basis ' 150 Actual Target Target 2009 2010 2011 2. The average percentage of goal attainment on performance objectives set for 88% 85% 85% agencies & projects funded by the HSF & YOP 3. The percent of self-reported customer satisfaction surveys rating HHS services as 95% 85% 85% "satisfactory" or "very satisfactory" 3 Starting in 2008, the decline in the housing market and the ongoing economic recession have had a negative impact on housing development. This slowdown has reduced the ability to create additional permanently affordable housing units in the city of Boulder. This trend is not expected to improve in 2011. HSF (Human Services Fund); YOP (Youth Opportunities Program) 3 2008 target for goal attainment on performance objectives (2) and for customer satisfaction surveys (3) was 85%. 151 152 LIBRARY/ARTS 2011 APPROVED BUDGET $7,561,984 MISSION STATEMENT 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; to increase awareness of, participation in, and access to the arts as a community-wide resource; to promote multicultural expression and participation in the arts through support of diverse ethnic cultures and artistic aesthetics; to 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 to foster a creative cultural climate in the community. LIBRARY/ARTS PUBLIC EXPERIENCES & ADMINISTRATION/ ARTS & CULTURAL RESOURCES OVERHEAD PROGRAMS LIBRARY INNOVATION COMMUNITY LEARNING & TECHNOLOGY & LITERACY Intergovernmental Charges $294,459 Operating Expenses 4% $2,118,814 28% Personnel Expenses $5,148,711 68% 153 2011 APPROVED BUDGET LIBRARY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM PUBLIC EXPERIENCES & RESOURCES Main Library Public Services - Reference Services 5.60 419,080 4.83 364,714 5.33 402,159 0.50 37,445 Main Library Public Services - Readers Advisory 1.65 123,479 1.65 113,560 1.65 114,819 0.00 1,259 Main Library Collection Development and Acquisitions 4.50 912,818 4.60 863,027 4.60 935,950 0.00 72,923 Receiving, Processing & Cataloging of Materials 7.90 438,888 6.88 499,921 6.88 499,336 0.00 (585) Carnegie Library-Archival Functions 1.30 108,407 1.29 112,781 1.29 115,406 0.00 2,625 Carnegie Library Public Service Point 0.75 65,044 0.75 52,131 0.75 59,399 0.00 7,268 Meadows Branch Library Public Services 4.85 374,217 4.44 373,551 4.44 349,565 0.00 (23,986) Reynolds Branch Library Public Services 4.65 380,792 4.74 341,850 4.99 370,861 0.25 29,011 Main Public Services - Registration and Checkout (Main Front Desk) 8.10 384,944 8.17 375,819 7.67 407,023 (0.50) 31,204 Shelving 8.85 420,587 9.12 422,762 9.12 427,009 0.00 4,247 Holds 1.75 83,167 1.75 90,267 1.75 89,788 0.00 (479) Prospector 1.75 83,167 1.75 90,267 1.75 89,788 0.00 (479) Subtotal 51.65 3,794,590 49.95 3,700,650 50.20 3,861,103 0.25 160,454 LIBRARY INNOVATION & TECHNOLOGY Integrated Library Services (Circulation System) 1.60 115,087 1.00 147,356 1.00 151,508 0.00 4,152 Flatirons Library Consortium Support 0.62 44,956 0.63 108,372 0.63 109,684 0.00 1,312 Digital Branch Services (Web, Events Calendar, etc.) 2.25 161,842 1.25 96,698 1.25 103,855 0.00 7,157 Public Access Computers 1.25 89,912 1.25 101,412 1.25 102,631 0.00 1,219 Technology and Information Resource Training (Patron and Staff) 1.50 107,984 1.50 114,335 1.50 117,939 0.00 3,604 Carnegie Historic Photo and Oral History Digitization Support 0.25 17,982 0.25 19,178 0.25 20,125 0.00 947 Library Technology (Meeting Rooms, Staff Software, etc.) Support L0.88 62,938 L0.88 72,651 0.88 74,419 0.00 1,768 Subtotal 8.35 600,701 6.75 660,004 6.75 680,161 0.00 20,158 154 2011 APPROVED BUDGET LIBRARY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount COMMUNITY LEARNING & LITERACY Children's Public Services - Main 3.15 316,199 3.60 253,990 3.60 259,687 0.00 5,697 Children's & Young Adult Collection Development & Acquisitions 0.70 63,664 0.80 55,315 0.80 56,565 0.00 1,250 Young Adult Public Services Teen Space/Programming 0.75 36,644 0.75 38,040 0.75 44,573 0.00 6,533 Multi-Cultural Outreach 1.05 80,791 1.10 91,998 1.10 95,640 0.00 3,642 BoulderReads! Adult and Family Literacy Services 2.05 165,325 1.30 110,474 1.30 116,201 0.00 5,727 Homebound Delivery 0.75 47,520 0.83 55,521 0.83 62,440 0.00 6,919 System-wide Thematic Programming & Events 0.75 62,587 0.83 70,833 0.83 73,009 0.00 2,176 Volunteer Services 0.50 36,410 0.55 42,720 0.55 43,945 0.00 1,225 Subtotal 9.70 809,140 9.75 718,890 9.75 752,060 0.00 33,170 ARTS & CULTURAL PROGRAMS Film Series 0.50 41,617 0.75 55,257 0.75 54,319 0.00 (938) Concert Series 0.50 31,838 0.50 32,549 0.50 32,713 0.00 164 Exhibits 0.25 12,763 0.25 25,813 0.25 25,211 0.00 (602) Subtotal 1.25 86,218 1.50 113,619 1.50 112,243 0.00 (1,376) ADMINISTRATION/OVERHEAD Administration/ Maintenance 9.00 1,390,843 9.00 1,565,617 7.25 1,436,539 (1.75) (129,077) Main Utilities & Security 0.00 174,489 189,670 207,202 17,532 Subtotal 9.00 1,565,332 9.00 1,755,287 7.25 1,643,742 (1.75) (111,545) Total 79.95 6,855,981 76.95 6,948,449 75.45 7,049,311 (1.50) 100,862 BUDGET BY EXPENSE CATEGORY Personnel Expenses 4,922,775 5,007,247 5,008,609 1,362 Operating Expenses 1,722,452 1,686,743 1,746,243 59,500 Interdepartmental Charges 210,754 254,459 294,459 40,000 Total 6,855,981 6,948,449 7,049,311 100,862 BUDGET BY FUND Library 79.95 6,855,981 76.95 6,948,449 75.45 7,049,311 (1.50) 100,862 Total 79.95 6,855,981 76.95 6,948,449 75.45 7,049,311 (1.50) 100,862 155 LIBRARY CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Restore Sunday hours at the main $42,500 $0 0.00 library Library acquisition programs 69,000 0 0.00 Total $111,500 $0 0.00 ORGANIZATIONAL CHANGES/REALLOCATIONS To support organizational efficiencies and centralized services, the library's financial manager position (1.0 FTE) is being transferred to Finance and a public information position (0.75 FTE) is being transferred to the City Manager's Office. Additional organization changes include restructuring a branch manager position from 0.50 FTE to 0.75 FTE. As a result of these changes, the number of standard positions for the department has decreased by 1.50 PERFORMANCE MEASURES BPL uses a variety of methods to analyze its services on an annual basis. Many measures are in place to evaluate library performance, allowing comparisons with peer libraries, and provide a baseline against which to gauge future accomplishments. In addition to the sample of performance measures shown below, BPL participates in annual comparisons to peer libraries including the Colorado State Library survey and the Public Library Data Service survey, administered by the Public Library Association. These efforts, as well as a recent pilot program with the ICMA, are key components in assuring accountability to the community and in determining the effectiveness of the library's resource allocation. Actual Target Target 2009 2010 2011 1. Probability that materials or information sought by patrons N/A .90 .90 can be obtained through Boulder Public library services.* 156 Actual Target Target 2009 2010 2011 2. (a) Conventional use of information sources (books, 1,354,742 1,422,500 1,493,600 DVDs, CDs) items circulated (b) Remote use of library resources (access to library & 669,217 702,800 738,000 arts webpages)# remote visits 3. Percent of users who perceive that Boulder Public Library 90% 95% 95% staff provide competent, courteous service. 4. Number participating in the Library's cultural and educational programming. 61,348 62,600 63,800 5. Attendance at Diversity Outreach Programs 5,796 5,900 6,000 * Question not included in 2008 patron survey. Will be included in 2010 patron survey. Surveys administered every other year. # 2009 web visits recorded using a new recording tool (Google Analytics), the first full year with this new tool. Prior years' data is not readily comparable with 2009. 157 2011 APPROVED BUDGET ARTS DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM ARTS GENERAL FUND Major Grants, for significant new works of art that foster community engagement 74,519 0.00 77,494 0.00 77,494 0.00 0 Dance Bridge, a resource center for the local dance community 18,051 0.00 23,176 0.00 23,176 0.00 0 BMoCA Operations Support 46,392 0.00 46,392 0.00 46,392 0.00 0 Arts Administration 0.50 49,448 0.50 59,647 0.50 61,611 0.00 1,964 Subtotal 0.50 188,410 0.50 206,709 0.50 208,673 0.00 1,964 ARTS.15% FUND Arts-in-Education grants - for arts and cultural educational opportunities 30,500 0.00 44,217 0.00 46,478 0.00 2,261 Venue Rental Assistance - grants for rehearsals and/or performances 75,000 0.00 16,646 0.00 16,646 0.00 0 Arts Resource, showcasing and promoting arts in all disciplines 0.50 43,146 0.50 30,488 0.50 31,718 0.00 1,230 Arts/Business Collaboration Grants, to fund public-private partnerships to maximize returns to the local economy 15,000 0.00 54,208 0.00 54,208 0.00 0 Mini Grants, for smaller projects in visual, performing and literary arts 22,369 0.00 26,408 0.00 26,408 0.00 0 Dairy support - COB support for the Dairy Center 21,848 0.00 21,848 0.00 21,848 0.00 0 Dairy mortgage 37,700 0.00 37,700 0.00 37,700 0.00 0 Arts Administration 0.50 55,582 0.50 66,485 0.50 68,994 0.00 2,509 Subtotal 1.00 301,145 1.00 298,000 1.00 304,000 0.00 6,000 Total 1.50 489,5551 1 1.50 504,7091 1 1.50 512,6731 1 0.00 7,964 BUDGET BY EXPENSE CATEGORY Personnel Expenses 148,176 134,399 140,102 5,703 Operating Expenses 341,379 370,310 372,571 2,261 Total 489,5551 1 504,7091 1 512,6731 1 7,964 BUDGET BY FUND -1 -1 General Fund 010 188,410 0.50 206,709 0.50 208,673 0.00 1,964 15% Sales Tax Fund 117 301,145 1.00 298,000 1.00 304,000 0.00 6,000 Total 0.00 489,5551 1 1.50 504,7091 1 1.50 512,673 0.00 7,964 158 ARTS CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund No changes $0 $0 0.00 Total $0 $0 0.00 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Increase the number of participants registered in the 690 725 760 Boulder Arts Resource. 2. Maintain the number of new public art pieces incorporated 4 3 3 into City projects. 159 160 OPEN SPACE/MOUNTAIN PARKS 2011 APPROVED BUDGET $25,455,668 MISSION STATEMENT The Open Space and Mountain Parks Department preserves and protects the natural environment and land resources that characterize Boulder. The department fosters appreciation and use that sustain the natural values of the land for current and future generations. OPEN SPACE/MOUNTAIN PARKS REAL ESTATE SERVICES OFFICE OF THE DIRECTOR CENTRAL SERVICES LAND & FACILITIES SERVICES RESOURCE SYSTEM SERVICES Other Financing $1,018,953 Personnel Expenses 4% $7,839,623 31% Operating Expenses Debt Service $1,596,522 Interdepartmental 6% $11,4 43,172 Capital Charges 45% $722,554 $2,834,844 11% 3% 161 2011 APPROVED BUDGET OPEN SPACE/NIOUNTAIN PARKS Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard 2010 FTE Amount FTE Amount FTE Amount Approved Amount BUDGET BY PROGRAM OFFICE OF THE DIRECTOR Department Management 1.00 194,509 1.00 462,325 1.00 437,089 0.00 (25,236) Communication & Public Process 1.00 115,360 1.00 130,512 1.00 126,413 0.00 (4,099) Support Services Group 2.95 294,940 2.95 298,957 1.95 259,908 (1.00) (39,049) OSBT Support 1.00 75,437 1.00 77,280 1.00 89,208 0.00 11,928 Front Desk Support 2.00 149,874 2.00 118,098 2.00 138,591 0.00 20,493 Dog tag, permit and facility leasing programs 1.00 87,437 1.00 64,283 1.00 74,959 0.00 10,676 Subtotal 8.95 917,556 8.95 1,151,455 7.95 1,126,168 (1.00) (25,287) CENTRAL SERVICES DIVISION CSD Management 1.00 132,114 1.00 136,127 1.00 138,427 0.00 2,300 Financial Services Management 2.00 146,680 2.00 143,190 2.00 145,257 0.00 2,067 Budget Preparation & Review 1.50 131,010 1.50 132,798 1.50 134,823 0.00 2,025 Communication & Public Process 1.00 0 1.00 78,149 1.00 78,483 0.00 334 Cultural Resources Program 1.00 83,988 1.00 110,886 1.00 109,788 0.00 (1,098) Fleet Services 1.00 530,674 1.00 580,464 1.00 625,472 0.00 45,008 Subtotal 7.50 1,024,466 7.50 1,181,614 7.50 1,232,250 0.00 50,636 REAL ESTATE SERVICES DIVISION Real Estate Acquisition OSMP 2.24 219,719 2.24 232,944 1.74 173,416 (0.50) (59.528) Real Estate Services to OSMP 2.24 219,719 2.24 232,944 1.74 173,416 (0.50) (59,528) Conservation Easement Compliance 1.00 98,089 1.00 92,967 1.00 94,377 0.00 1,410 Property Agents - General Fund 1.32 140,034 1.32 142,208 1.32 142,602 0.00 394 Subtotal 6.80 677,560 6.80 701,063 5.80 583,811 (1.00) (117,252) LAND & FACILITIES DIVISION LFDS Management 1.00 120,752 1.00 118,615 1.00 121,386 0.00 2,771 Agricultural Land Management 2.00 264,453 2.00 299,970 2.00 296,131 0.00 (3,839) Water Rights Administration & Management 2.00 264,453 2.00 281,289 2.00 279,629 0.00 (1,660) Facility Management 5.00 713,578 5.00 723,226 5.00 689,570 0.00 (33,656) Sign Planning, Design, Construction & Maintenance 2.00 215,431 2.00 217,212 2.00 193,685 0.00 (23,527) Junior Ranger Program 0.50 245,999 0.50 262,335 0.50 261,780 0.00 (555) Trail Program Maintenance and Construction 7.50 566,467 6.50 560,667 4.50 437,392 (2.00) (123,275) Rapid Response to Safety & Community Concerns 1.00 72,529 1.00 73,575 1.00 74,201 0.00 626 Trailhead Maintenance and Construction 4.00 305,116 4.00 371,192 4.00 371,629 0.00 437 Subtotal 25.00 2,768,778 24.00 2,908,081 22.00 2,725,403 (2.00) (182,678) RESOURCE SYSTEMS DIVISION RSD Management 1.00 101,616 1.00 104,975 1.00 113,557 0.00 8,582 Regional, Master and Management Planning 3.00 377,402 3.00 401,157 3.00 407,370 0.00 6,213 Plan Implementation Coordination 1.00 102,134 1.00 119,588 1.00 121,128 0.00 1,540 Inventory and Monitoring 3.00 235,402 3.00 235,892 3.00 234,180 0.00 (1,712) Wildlife and Habitats Management Programs 3.17 319,800 3.17 406,287 3.22 396,054 0.05 (10,233) 162 2011 APPROVED BUDGET OPEN SPACE/NIOUNTAIN PARKS Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard 2010 FTE Amount FTE Amount FTE Amount Approved Amount Forest Ecosystem Management Program 1.17 116,101 1.17 161,429 1.17 167,908 0.00 6,479 Grassland Ecosystem Management Program 0.86 85,339 0.86 122,033 0.86 127,522 0.00 5,489 Wetland and Aquatic Management Program 1.17 116,101 1.17 139,974 1.17 145,533 0.00 5,559 Ecological Restoration Program 1.47 145,870 1.47 168,248 1.47 152,913 0.00 (15,335) Integrated Pest Management 1.91 189,532 1.91 245,512 1.91 256,303 0.00 10,791 Ranger Naturalist Services- Patrol/Law Enforcement 8.00 556,927 8.00 709,699 8.05 714,046 0.05 4,347 Ranger Naturalist Services-Education 3.00 208,848 3.00 251,513 3.00 251,291 0.00 (222) Ranger Naturalist Services-Natural Resources 3.00 208,848 3.00 251,513 3.00 251,291 0.00 (222) Payments to Fire Districts 0.00 78,030 0.00 78,030 0.00 78,030 0.00 0 Resource Information Services 4.00 314,938 4.00 344,365 3.50 331,629 (0.50) (12,736) Computer Replacement 0.00 132,137 0.00 133,479 0.00 127,542 0.00 (5,937) Education and Outreach Program 5.00 451,224 5.50 517,333 5.00 495,511 (0.50) (21,822) Volunteer Services Program 2.00 180,489 2.00 214,034 2.00 206,938 0.00 (7,096) Subtotal 42.75 3,920,736 43.25 4,605,061 42.35 4,578,746 (0.90) (26,315) CAPITAL Capital 0.00 1,508,437 0.00 4,675,000 0.00 2,747,165 0.00 (1,927,835) Subtotal 0.00 1,508,437 0.00 4,675,000 0.00 2,747,165 0.00 (1,927,835) TRANSFERS & DEBT SERVICE Operating Transfers 0.00 885,465 0.00 987,358 0.00 1,018,953 0.00 31,595 Debt Service (BMPA) 0.00 2,541,112 0.00 2,640,954 0.00 4,570,484 0.00 1,929,530 Debt Service (Non-BMPA) 0.00 21,320,960 0.00 7,533,455 0.00 6,872,688 0.00 (660,767) Subtotal 0.00 24,747,537 0.00 11,161,767 0.00 12,462,125 0.00 1,300,358 Total 91.00 35,565,071 90.50 26,384,041 85.60 25,455,668 (4.90) (928,373) BUDGET BY EXPENSE CATEGORY Personnel Expenses 7,456,257 8,060,721 7,839,623 (221,098) Operating Expenses 1,475,425 1,607,444 1,596,522 (10,922) Interdepartmental Charges 668,037 682,731 722,554 39,823 Capital 1,394,625 4,871,379 2,834,844 (2,036, 535) Debt Service 23,685,262 10,174,408 11,443,172 1,268,764 Other Financing 885,465 987,358 1,018,953 31,595 Total 35,565,071 26,384,041 25,455,668 (928,373) BUDGET BY FUND Open Space Fund 89.68 34,887,971 89.18 25,716,833 84.28 24,888,066 (4.90) (828,767) General Fund 1.32 140,034 1.32 142,208 1.32 142,602 0.00 394 Lottery Fund 0.00 537,067 0.00 525,000 0.00 425,000 0.00 (100,000) Total 91.00 35,565,071 90.50 26,384,041 85.60 25,455,668 (4.90) (928,373) 163 OPEN SPACE AND MOUNTAIN PARKS CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount Open Space Fund Eliminate division manager position $(132,000) (1.00) Eliminate administrative specialist Il (63,715) (1.00) position Eliminate trail maintenance position (50,148) (1.00) Eliminate a portion of a resource (27,715) (0.50) information technician Eliminate a production assistant (66,508) (1.00) position Eliminate a portion of an education and (31,817) (0.50) outreach specialist position Extend fixed-term Admin Spec. I Extend fixed-term Admin Spec. II Extend fixed-term Admin Spec. I Extend fixed-term Cultural Resources Program Coordinator Extend fixed-term Sign & Graphics Display Assistant Extend fixed-term Trails Supervisor Extend fixed-term Resource Monitoring Coordinator Extend fixed-term Wildlife Ecologist Extend fixed-term Plant Ecologist Technician Extend fixed-term Education Outreach Coordinator Extend fixed-term Community Outreach Coordinator Total $(371,903) (5.00) 164 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Total acres under Management and 45,090 45,260 45,450 Stewardship of Department 2. Number of adopted Trail 2 3 3 Study Area Plans 165 166 PARKS AND RECREATION 2011 APPROVED BUDGET $24,747,041 MISSION STATEMENT The mission of the city of Boulder Parks and Recreation Department is to provide safe, clean and beautiful parks and facilities and high-quality leisure activities for the community. These services shall enhance residents' health and well-being and promote economic vitality for long-term community sustainability. We will accomplish this through creative leadership, environmentally sustainable practices and the responsible use of available resources. PARKS & RECREATION RECREATION ADMINISTRATION PARKS PLANNING & CONSTRUCTION Other Financing Debt Service Charges Personnel Expenses $2,175,900 $336,334 $11,955,857 Capital 9% 1% 48% $4,368,800 18% Operating Expenses $4,763,177 Interdepartmental 19% Charges $1,146,973 5% 167 2011 APPROVED BUDGET PARKS AND RECREATION DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Department Administration Departmental Administration & Strategy 10.37 951,564 8.37 979,950 9.37 1,103,733 1.00 123,783 Events Management 1.00 85,827 1.00 79,698 1.00 90,589 0.00 10,891 Marketing & Community Relations 2.25 458,660 4.00 388,233 4.00 395,139 0.00 6,906 Asset Management and Infrastructure Analysis 1.00 89,579 0.00 52,000 0.00 52,000 0.00 0 Cost Allocation 269,360 0.00 325,916 0.00 336,334 0.00 10,418 Debt Service 12,973,412 0.00 2,177,700 0.00 2,175,900 0.00 (1,800) Subtotal 14.62 14,828,402 13.37 4,003,497 14.37 4,153,695 1.00 150,198 Parks, Planning & Construction Capital Improvements Program & Major Renovations 4,054,033 0.00 3,852,823 0.00 4,686,100 0.00 833,277 Park Administration 3.00 348,337 5.50 438,690 4.50 416,584 (1.00) (22,106) Park Operations and Maintenance 33.75 2,876,236 27.00 2,999,232 27.00 3,064,704 0.00 65,472 Parks and Recreation Planning and Construction 11.00 685,550 11.50 889,019 9.50 701,979 (2.00) (187.040) Parks Building Maintenance (utilities and custodial) 0.00 89,362 0.00 108,174 0.00 94,000 0.00 (14,174) Forestry Operations (pruning, removal, planting; 4.00 649,698 4.00 617,493 4.00 671,027 0.00 53,534 Natural Resource Management (IPM, Water and Wetland Reg Mgmt, Wildlife Mgmt) 2.00 297,665 3.00 402,842 3.00 370,080 0.00 (32,762) Reservoir - Natural Areas Management & Maintenance 47,055 0.00 127,832 0.00 100,926 0.00 (26,906) Tributary Greenways 312,177 0.00 150,000 0.00 150,000 0.00 0 Commercial Tree Program 4,000 0.00 62,000 0.00 62,000 0.00 0 Community Gardens (city land lease) 20,000 0.00 20,000 0.00 20,000 0.00 0 Subtotal 53.75 9,384,113 51.00 9,668,105 48.00 10,337,400 (3.00) 669,295 Recreation Recreation Administration 3.00 312,789 2.00 194,363 2.00 230,741 0.00 36,378 CLASS System Support 2.00 312,754 2.00 262,247 2.00 333,411 0.00 71,164 Flatirons Golf Course Operations and Maintenance (rentals, range, lessons, leagues, tournaments) 8.00 1,163,734 8.00 1,257,291 7.00 1,160,371 (1.00) (96.920) Flatirons Golf Course Convenience Retail (Pro shop) 0.00 83,588 0.00 91,000 0.00 91,000 0.00 0 Flatirons Event Center Management & Maintenance 0.00 86,118 0.00 96,753 0.00 75,753 0.00 (21,000) Reservoir Maintenance & Operations (concessions, boating, beachfront, equipment rental, facility rentals, and programs) 3.64 653,909 3.87 726,905 158 671,844 (0.29) (55,061) Reservoir - Aquatic Nuisance Species Mgmt 0.00 36,658 0.00 75,000 0.00 75,000 North Boulder Rec Center Op and Maint 8.11 818,519 6.85 903,675 5.92 884,969 (0.93) (18,706) North Boulder Rec Center Aquatics Fac and Maint 1.16 309,968 1.20 352,878 0.66 272,064 (0.54) (80,814) North Boulder Rec Center Drop-in Classes 0.64 103,425 0.57 98,028 0.22 70,226 (0.35) (27,802) East Boulder Community Center Op and Maint 6.08 718,601 5.80 772,953 4.40 712,044 (1.40) (60,909) East Boulder Community Center Aquatics Fac and Maint 0.84 222,905 0.77 228,406 0.43 213,582 (0.34) (14,824) East Boulder Community Center Drop-in Classes 0.63 100,469 0.64 103,040 0.18 69,901 (0.46) (33,139) South Boulder Rec Center Op and Maint 3.68 396,545 3.45 410,082 3.35 395,868 (0.10) (14,214) South Boulder Rec Center Aquatics Fac and Maint 0.33 88,476 0.30 86,354 0.16 80,762 (0.14) (5,592) South Boulder Recreation Center Drop-in Classes 0.26 42,279 0.25 40,609 0.11 30,667 (0.14) (9,942) Salberg Shelter Operations 0.00 13,451 0.00 11,997 0.00 11,997 0.00 0 Iris Studio Operations 0.00 3,8621 1 0.00 10,000 0.00 10,0001 1 0.00 0 168 2011 APPROVED BUDGET PARKS AND RECREATION DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount Scott Carpenter Pool Maintenance & Operations 0.41 109,412 0.38 112,648 0.21 105,338 (0.17) (7,310) Spruce Pool Maintenance & Operations 0.34 98,328 0.39 115,921 0.21 108,413 (0.18) (7,508) Aquatics Programs and Lessons 0.64 170,601 0.61 178,755 0.33 167,156 (0.28) (11,599) Child Care 1.00 80,839 1.00 82,969 0.00 50,159 (1.00) (32,810) Dance - Adult Programs 0.71 75,674 0.64 72,807 0.48 56,388 (0.16) (16,419) Dance - Youth Programs and Camps 2.71 287,600 1.34 153,988 2.47 285,899 1.13 131,911 Dance - Competitive Youth Program (Expressions) 0.27 28,723 0.97 111,855 0.00 0 (0.97) (111,855) First Aid Classes 0.00 10,454 0.00 8,748 0.02 10,920 0.02 2,172 Fitness Programs 0.23 35,295 0.24 35,916 0.04 22,129 (0.20) (13,787) Gymnastics - Youth Instructional 3.72 477,298 3.61 475,003 2.90 382,894 (0.71) (92,109) Gymnastics - Boys & Girls Competitive (Flyers; 1.48 189,958 1.59 208,543 2.30 306,470 0.71 97,927 Yoga - Adult Programs 0.94 165,471 0.82 148,391 0.85 147,693 0.03 (698) Yoga - Youth Programs 0.10 16,773 0.13 23,047 0.13 23,098 0.00 51 Pilates, Swiss Ball, PiYo - Adult Programs 0.75 132,641 0.90 159,715 0.25 115,952 (0.65) (43.763) Pottery - Adult Programs 1.58 174,857 1.60 168,789 1.74 177,515 0.14 8,727 Pottery - Youth Programs 0.30 32,620 0.29 30,734 0.33 34,969 0.04 4,235 Special Interest Classes 1.32 145,811 1.31 137,981 1.13 116,680 (0.18) (21.301) Weight Training Programs and Personal Training 1.49 149,504 2.11 227,672 1.59 233,600 (0.52) 5,928 EXPAND - Inclusion 1.44 149,413 1.44 155,065 1.17 68,990 (0.27) (86,075) EXPAND - programs 4.31 512,305 4.31 462,231 3.58 451,029 (0.73) (11,202) YSI - Programs 3.25 274,613 3.25 267,331 3.25 258,273 0.00 (9,058) Athletic Field Operations (Rentals & Maint.) 7.00 810,790 7.00 910,367 6.00 900,559 (1.00) (9,808) Adult Soccer - Leagues 0.86 130,286 0.89 147,349 0.70 139,086 (0.19) (8,263) Adult Basketball - Leagues 0.12 17,544 0.13 21,423 0.09 18,336 (0.04) (3,087) Adult Volleyball - Leagues and Instructior 0.22 33,843 0.20 32,503 0.17 32,853 (0.03) 350 Adult Softball - Leagues 1.48 225,249 1.44 237,971 1.21 237,576 (0.23) (395) Adult Tennis - Instruction 0.52 79,232 0.85 140,142 0.75 150,459 (0.10) 10,317 Women's Basketball - Leagues 0.01 1,368 0.01 950 0.01 1,013 0.00 63 Adult Kickball - Leagues 0.07 9,902 0.06 9,346 0.05 8,943 (0.01) (403) Adult Dodgeball - Leagues 0.02 2,487 0.02 3,048 0.01 2,824 (0.01) (224) Youth Tennis - Instruction and Camps 0.85 129,490 0.48 79,259 0.44 88,365 (0.04) 9,106 Youth Basketball - Instruction 0.07 11,240 0.06 9,099 0.07 13,666 0.01 4,567 Youth Football- Instruction & Leagues 0.08 11,850 0.11 17,435 0.09 18,590 (0.02) 1,155 Youth Sports Camps 0.74 111,879 0.75 123,856 0.41 81,596 (0.34) (42,260) Youth Volleyball - Leagues and Instructior 0.11 17,182 0.13 21,516 0.12 22,941 (0.01) 1,425 Youth Sports Programs - Instruction 0.08 11,932 0.10 16,876 0.11 21,243 0.01 4,367 Early Childhood Programs (music, supervised play) 0.03 4,093 0.02 3,874 0.03 4,131 0.01 257 Subtotal 77.62 10,394,607 74.87 10,759,704 63.25 10,255,946 (11.62) (503.758) Total 145.99 34,607,1231 1 139.24 24,431,3051 f 125.62 24,747,041 (13.62) 315,736 BUDGET BY EXPENSE CATEGORY Personnel Expenses 12,197,041 12,608,974 11,955,857 (653.117) Operating Expenses 5,683,000 4,436,645 4,763,177 326,532 Interdepartmental Charges 1,154,839 1,096,547 1,146,973 50,426 Capital 2,363,981 3,785,523 4,368,800 583,277 Debt Service 488,584 2,177,700 2,175,900 (1,800) Other Financing Charges 12,719,678 325,916 336,334 10,418 Total 34,607,1231 1 24,431,3051 1 24,747,0411 1 315,736 169 2011 APPROVED BUDGET PARKS AND RECREATION DEPARTMENT Variance 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY FUND General Fund 3,726,640 37.00 3,978,600 37.00 4,045,209 0.00 66,609 Lottery Fund 664,900 0.00 675,000 0.00 575,000 0.00 (100,000) .15 Cent Sales Tax 273,348 1.00 304,763 0.00 317,000 (1.00) 12,237 .25 Cent Sales Tax 17,502,712 16.87 5,916,382 17.87 6,393,667 1.00 477,284 Recreation Activity 10,391,138 74.87 10,643,238 63.25 10,053,447 (11.62) (589,791) .25 Cent Sales Tax Bond Proceeds Fund 44,963 0 0.00 0 0.00 0 Permanent Parks 2,003,422 9.50 2,913,321 7.50 3,362,718 (2.00) 449,397 Total 145.99 34,607,1231 1 139.24 24,431,3051 1 125.62 24,747,041 (13.62) 315,736 170 PARKS AND RECREATION CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount Recreation Activity Fund Aquatics Nuisance Species Program $75,000 0.00 Computer Replacement Expenses 70,000 0.00 Eliminate Therapeutic Recreation (71,080) (1.00) Coordinator Eliminate Reservoir/Aquatics Recreation Administrator (90,388) (1.00) Eliminate Facilities Recreation (120,610) (1.00) Administrator Eliminate Aquatics Recreation (57,400) (1.00) Coordinator Reduce golf course expenditures through elimination of Maintenance Person III, extension of fleet lifecycles (95,000) (1.00) and reduction of event center maintenance costs Eliminate Lake Patrol Coordinator and reduce hours of beach operations at the (22,460) (0.37) Boulder Reservoir Restructure Fitness and Wellness Workgroup via elimination of (130,545) (2.25) Recreation Leader and Recreation Coordinators Provide childcare services using temporary staff rather than standard, (35,000) (1.00) ongoing positions Reduce Sports programming expenses (30,000) 0.00 Reduce Access and Inclusion (25,000) 0.00 programming expenses Reduce Sports field maintenance (15,000) 0.00 expenses Total ($547,483) (8.62) 171 ORGANIZATIONAL CHANGES/REALLOCATIONS The department is continuing to implement strategies to close the gap between sources and uses of funding for recreation by focusing on allocating resources (funding and staffing) more efficiently within program areas. Recreation staffing is being decreased - vacancies are being eliminated and the associated workload being shifted to existing staff or eliminated. Staff is being restructured to simplify management of programs and facilities, as well as eliminating duplication of staffing within service areas. Other reduction strategies include using alternatives to delivering programs (e.g. utilization of seasonal staff or contracts) and reducing non-personnel expenses. As a result, the department is decreasing standard positions by 8.62 as described above and also implementing reallocations that result in a decrease of 5.00 additional positions, bringing the total decreases to 13.62. PERFORMANCE MEASURES The Parks and Recreation Department continues to define objective performance measures and implement systems for tracking performance to ensure that efficiencies and outcomes are being met. Comparing data from year-to-year will assist the Department with operational decision-making and adjustments to service offerings accordingly. Recreation Division In 2010, the Recreation Program and Facilities Plan (RPFP) was approved by the Parks and Recreation Advisory Board (PRAB). The plan established guiding principles and policies that will guide the programs, services and facilities provided; and these offerings will be tracked to ensure they meet performance targets. Standards for recreation operations will be indicators of services provided. Staff has begun to collect and analyze the following indicators: Measure Measurement 2008 Data 2009 Data Amount of City Total recreation $99: 1 $100: 1 funding devoted to operating recreation expenditures per operations capita Amount of revenue Total recreation fees $84: 1 $78: 1 generated by and charges revenue recreation users per capita Percent of total 85% 78% City's ability to recreation operating provide recreation costs recovered by services using recreation user fees revenues from fees and charges and charges vs. tax Ratio of revenues $4.50: $1 $4.55: $1 support from fees and charges to tax support 172 Measure Measurement 2008 Data 2009 Data Total number of 48,957 44,072 Usage trends at the rounds of golf City's golf course Total number of 830 628 tournaments rounds Parks and Planning Division The parks profession has developed a standard approach to tracking performance levels. The Parks and Planning Division continues to utilize Cartegraph, a GIS-based asset management and time tracking system. Staff is tracking the following performance measures: Measure Measurement 2008 Data 2009 Data City resources Total park 1 staff. 41 acres 1 staff: 41 acres devoted to park maintenance staff maintenance per acre of (including athletic maintained urban field complexes) park land City funding Total park $2350: 1 $2311: 1 devoted to park maintenance maintenance expenditures per (including athletic park acre field complexes) Ratio of trees 1: 1.75 1: 1 Providing a planted to trees removed sustainable urban forest Ratio of actual trees 185: 324 280: 275 planted to trees removed 173 174 COMMUNITY PLANNING AND SUSTAINABILITY DEPARTMENT 2011 APPROVED BUDGET $6,954,082 MISSION STATEMENT The Department of Community Planning and Sustainability strives to develop and implement the desired long-term future of the natural and built environment 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 the application of the community's values and sustainability principles in guiding new development and redevelopment in the city, - Engaging with 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 ADMINISTRATIVE OFFICE OF THE EXECUTIVE INFORMATION SERVICES DIRECTOR RESOURCES F T_ LAND USE L MPREHENSIVE LOCAL REVIEW PLANNING ENVIRONMENTAL ACTION Capital Other Financing S1,700 $448,4.56 Personnel Expenses Interdepartmental u $3,561,175 Charges <1% 6% 52% $220,876 3% Operating Expenses 52,721,875 39% 175 2011 APPROVED BUDGET COMMUNITY PLANNING AND SiTSTAINABILITY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM OFFICE OF THE EXECUTIVE DIRECTOR Business Incentive Programs 0.00 204,614 0.00 350,000 0.00 350,000 0.00 0 Economic Vitality Program & Sponsorships 1.00 244,846 1.00 227,986 1.00 362,850 0.00 134,864 Regional Sustainability 0.70 146,545 1.60 158,480 1.68 191,925 0.08 33,445 Subtotal 1.70 596,005 2.60 736,466 2.68 904,775 0.08 168,309 ADMINISTRATIVE SERVICES Administration 2.17 209,23 2.08 215,724 1.94 209,022 (0.14) (6,702) Subtotal 2.17 209,23 2.08 215,724 1.94 209,022 (0.14) (6,702) INFORMATION RESOURCES Map Data Maintenance 0.27 23,14 0.27 24,657 0.24 23,122 (0.03) (1,535) GIS Services 0.49 42,07 0.47 43,581 0.44 42,035 (0.03) (1,546) Subtotal 0.76 65,22 0.74 68,238 0.68 65,157 (0.06) (3,081) COMPREHENSIVE PLANNING Comprehensive Planning 4.35 500,17 3.73 483,724 3.94 499,676 0.21 15,952 Historic Preservation 2.05 210,50 1.94 226,479 1.83 210,290 (0.11) (16189) Ecological Planning 0.50 240,65 1.07 159,322 2.28 273,889 1.21 114,567 Community Sustainability 0.50 47,28 0.50 50,000 0.50 49,825 0.00 (175) Subtotal 7.39 998,61 7.24 919,525 8.55 1,033,680 1.31 114,155 LAND USE REVIEW Bldg Permit-Plan Review (Zoning Compliance) 7.11 666,13 7.11 751,712 6.36 665,469 (0.75) (86;243) Bldg Permit - Site Inspection 1.25 117,55 1.26 132,655 1.12 117,436 (0.14) (15;219) Development Review 6.62 650,151 5.97 653,870 5.92 649,503 (0.05) (4,367) Zoning Administration 0.77 70,28 0.72 73,611 0.69 70,214 (0.03) (3,397) Subtotal 15.75 1,504,121 15.06 1,611,848 14.09 1,502,622 (0.97) (109,226) LOCAL ENVIRONMENTAL ACTION DIVISION City Organization Sustainability 0.00 56,207 0.00 62,788 0.00 62,788 0.00 0 Energy Efficiency & Conservation 4.00 810,065 4.00 1,598,875 4.30 1,527,136 0.30 (71,739) Transportation GHG Reductions 0.00 14,324 0.00 60,000 0.00 60,000 0.00 0 Waste Reduction 5.30 5,380,495 4.50 1,124,138 4.67 1,138,652 0.17 14,514 Subtotal 9.30 6,261,091 8.50 2,845,801 8.97 2,788,576 0.47 (57.225) Operating Transfers/Cost Allocation 0.00 425,29 0.00 434,551 0.00 448,456 0.00 13,905 Total 37.07 10,059,584 36.22 6,832,153 36.91 6,952,288 0.69 120,135 BUDGET BY EXPENSE CATEGORY Personnel Expenses 3,376,609 3,363,805 3,561,175 197,370 Operating Expenses 1,873,550 2,917,450 2,720,081 (197;369) Interdepartmental Charges 155,013 114,647 220,876 106,229 Capital 40,602 1,700 1,700 0 Other Financing 4,613,811 434,551 448,45611 13,905 Total 10,059,584 6,832,153 6,952,288 120,135 176 2011 APPROVED BUDGET COMMUNITY PLANNING AND SiTSTAINABILITY DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY FUND Planning and Development Services 26.78 3,093,945 24.12 3,110,285 23.96 3,114,443 (0.16) 4,158 General Fund 5.30 5,995,908 6.80 1,814,912 6.17 1,964,115 (0.63) 149,203 .15 Cent Sales Tax Fund 1.20 241,556 130 297,956 2.48 304,000 1.18 6,044 Climate Action Plan Fund 4.00 728,176 4.00 1,609,000 4.30 1,569,730 0.30 (39,270) Total 37.28 10,059,585 36.22 6,832,153 36.91 6,952,288 0.69 120,135 177 COMMUNITY PLANNING AND SUSTAINABILITY CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Economic Vitality - Flexible Rebate $285,000 0.00 Program Studies to evaluate redevelopment opportunities $135,000 0.00 Tanning and Development Services Fund Urban Wildlife Coordinator (funded by multiple departments) 113,076 1.00 Reallocate from operating budget to extend the Senior Urban Designer on 101,163 0.00 an ongoing basis 15 Cent Sales Tax Fund Integrated Pest Management (IPM) 17,500 0.25 Coordinator Contracts and Data Management 28,000 0.50 Administrative Specialist III 33,000 0.50 'Climate Action Fund Extend Residential and Business Sustainability Services positions to 157,000 0.00 coincide with the end date of the voter approved CAP tax (March 2013) Total $734,739 $135,000 2.25 ORGANIZATIONAL CHANGES/REALLOCATIONS Environmental affairs, economic vitality and community sustainability were merged into an expanded (and renamed) Department of Community Planning and Sustainability (CP&S) in 2009, creating numerous opportunities for successful collaboration between groups and individuals within the new department. Reorganization of the former Office of Environmental Affairs has resulted in formation of the new Local Environmental Action Division (LEAD) that is focused on working with community partners, residents and businesses to achieve both energy efficiency and waste reduction goals. L 178 The department has also re-allocated positions to create an Office of the Executive Director to co-locate key individuals leading cross-departmental and external partner processes, including the new roles of Regional Sustainability Coordinator, Economic Vitality Coordinator (formerly the business liaison) and Deputy Director for Operations. The Urban Wildlife Coordinator and Integrated Pest Management Coordinator positions were moved within the re-named Comprehensive Planning Division to create a team in collaboration with the division's environmental planner. Lastly, the division is also continuing to implement reallocations in order to increase efficiencies across all divisions within Public Works. As a result of these changes, the number of standard positions for the division has decreased 0.7 1, bringing the net increase for the division to 1.54 standard positions. Looking ahead to 2011, the Downtown University Hill Management/Parking Services Division will be merged into the department creating increased collaboration and support related to the city's economic vitality programs and redevelopment efforts. PERFORMANCE MEASURES Based on recent feedback from the Blue Ribbon Commission II, the department is adding some intermediate measures to better reflect overall departmental performance in areas where traditional service standard measures may not tell the full story. Additionally, as we continue to compare ourselves with other communities, we will add metrics related to activity levels to incorporate and reflect the factors of project complexity and community scrutiny, which can vary substantially across communities. ACTUAL TARGET TARGET 2009 2010 2011 Administrative Review (ADR) (i): Percent of Administrative Reviews 47% 100% 100% completed within 2 week time frame. Land Use Review (LUR) (i): Percent of Land Use Reviews with initial response provided within 3 week time 38% 100% 100% frame. 179 ACTUAL TARGET TARGET 2009 2010 2011 Technical Document Review (TEC) (i): Percent of Technical Document Reviews 54% 100°/% 100% with initial response provided within 3 week time frame. Building-related Permits (2): Percent of Building Permits reviewed within the following targets: New Residential - SFD = 40 days 47% 100% 100% New Residential - MFD = 60 days 72% 100% 100% New Commercial = 60 days 44% 100% 100% Commercial Tenant Finish = 60 days 100% 100% 100% Residential Alt/Add = 20 days 57% 100% 100% Commercial Alt/Add = 25 days 56% 100% 100% Commercial Tenant Remodel = 25 days 86% 100% 100% Single/Stand Alone = 12 days 77% 100% 100% NEW PERFORMANCE MEASURES (3): Land Use Review for Business Licensing: Percent of Business Licenses reviewed within 100% 100% 1 week of application. Permits: Percent of Sign Permits reviewed within 10 days of application. 82% 100% 100% Percent of Wetland Permits reviewed within three weeks of application. 100% 100% 100% Percent of Revocable Permit and Lease applications reviewed within 14 days of 3% 100% 100% application. 180 ACTUAL TARGET TARGET 2009 2010 2011 Historic Preservation: Percent of Demolition Permit applications reviewed by the Design Review Committee 67% 100% 100% within one week. Percent of Demolition Permit applications reviewed by the Landmarks Board within six 50% 100% 100% weeks. Percent of Landmark Alteration Certificate applications reviewed by staff or Landmarks 54% 100% 100% Design Review Committee within one week. Percent of Landmark Alteration Certificate applications reviewed the full Landmarks 64% 100% 100% Board within six weeks. Service Center Operations: Percent of Skip-a-Trip applications processed within 48 hours. 92% 100% 100% Percent of Project Specialist telephone calls received by 4 pm and returned the same day. 100% 100% Environmental Metric Tons Carbon Dioxide equivalent 120,000 150,000 175,000 (mtC02e) decreased mtC02e tons C02e mtC02e Community Waste Diversion Rate 35% 42% 45% Number of homes retrofit for energy efficiency 3,300 Number of business premises retrofit for energy efficiency 1,000 (l Performance measures for development review activities are based on the actual time an application is under review. In previous years, a tolerance of 5 calendar days was included to recognize that staff regularly work with applicants to extend the review period beyond the standard three weeks, particularly with complex projects and during peaks in application activity. This adjustment has been eliminated from the 2009 181 performance measures to provide a clearer representation of reviews actually completed within the standard review period. For building permits, performance is based on the time an application is under review from the date it is received. (3) In cases where the 2009 actual column is blank, reports have not yet been developed to report on the performance measure or programs not in place during 2009. 182 DOWNTOWN AND UNIVERSITY HILL MANAGEMENT DIVISION/PARKING SERVICES 2011 APPROVED BUDGET $9,986,058 MISSION STATEMENT We serve the Downtown, University Hill and effected communities by providing quality programs, parking, enforcement, maintenance and alternative modes services through the highest level of customer service, efficient management and effective problem solving. DUHMD/ PARKING SERVICES BUSINESS PARKING PARKING OPERATIONS ADMINISTRATION ASSISTANCE & ENFORCEMENT & MAINTENANCE EVENTS Other Financing Debt Service $336,597 Personnel Expenses $1,925,934 4% $2,620,944 19% 26% Capital $1,289,800 13% Interdepartmental Operating Charges Expenses $430,191 $3,382,592 4% 34% 183 2011 APPROVED BUDGET DOWNTOWN AND UNIVERSTIY HILL MANAGEMENT DIVISION/PARKING SERVICES Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Downtown Commercial District Fund CAGID Administration 4.39 567,924 4.39 672,392 4.39 702,852 0.00 30,460 CAGID other operations/administration 0.90 48,276 1.07 92,213 0.90 96,463 (0.17) 4,250 CAGID Refunds 13,009 0.00 16,000 0.00 16,000 0.00 0 CAGID other operations/administration-BID 23,586 0.00 39,164 0.00 24,477 0.00 (14,687) On Mall and Off Mall Newspaper boxes 2,886 0.03 4,842 0.00 2,873 (0.03) (1,969) Civic Plaza 1,753 0.00 1,800 0.00 1,800 0.00 0 CAGID other events/administration-BID 38,059 0.00 38,060 0.00 38,059 0.00 (1) CAGID Community& Downtown Improvements 8,772 0.00 110,500 0.00 235,500 0.00 125,000 CAGID Economic Vitality-BID 0.10 20,065 0.00 5,000 (0.10) (15,065) CAGID Transportation Demand Mg 0.95 61,833 0.65 44,671 0.45 37,171 (0.20) (7,500) CAGID/BID Eco Pass 684,930 0.00 792,173 0.00 792,173 0.00 0 CAGID Major Maintenance 1,872,740 0.00 1,264,800 0.00 1,264,800 0.00 0 CAGID Parking Operations/Maintenance 16.71 1,325,060 16.70 1,603,279 16.70 1,595,925 0.00 (7,354) CAGID Meters 1.85 329,444 1.85 408,342 1.85 411,243 0.00 2,901 CAGID Public Information 11,335 0.00 27,000 0.00 27,000 0.00 0 CAGID Debt Service 9,147,799 0.00 957,760 0.00 1,005,817 0.00 48,057 CAGID Operating Transfer-Mall Loan 500,000 0.00 500,000 0.00 43,549 0.00 (456.451) CAGID Operating Transfer-Cost Allocation 170,419 0.00 212,261 0.00 219,053 0.00 6,792 10th and Walnut TIF waterfall to GF 437,964 0.00 676,713 0.00 816,766 0.00 140,053 10th and Walnut - Debt 924,722 0.00 916,844 0.00 920,118 0.00 3,274 Subtotal 24.80 16,170,511 2439 8,398,879 24.29 8,256,639 (0.50) (142,240) University Hill Commercial District Fund UHGID Administration 0.92 135,651 0.92 123,710 0.92 127,866 0.00 4,156 UHGID other operations/administration 0.15 8,172 0.15 11,993 0.15 12,665 0.00 672 UHGID Economic Vitality/Public Information 5,800 0.00 10,000 0.00 10,000 0.00 0 UHGID EcoPass and TDM 0.00 675 0.00 675 0.00 (0) UHGID Parking Operations & Hill Maint 2.06 153,759 2.06 186,293 2.06 187,514 0.00 1,221 UHGID Meters 0.50 93,026 0.50 109,600 0.50 108,747 0.00 (853) UHGID Operating Transfer-Cost Allocation 37,978 0.00 43,738 0.00 45,138 0.00 1,400 Subtotal 3.63 434,386 3.63 486,010 3.63 492,605 0.00 6,595 General Fund General Fund Administration 0.64 67,367 0.64 75,763 1.14 129,282 0.50 53,519 GF Public Events 0.50 57,324 0.50 52,685 0.50 52,815 0.00 130 GF BID EcoPass 69,912 moved to Downtown Commercial District Fund GF Parking Enforcement 11.00 714,952 11.00 812,909 11.00 815,153 0.00 2,243 GF Operations/Maint 0.00 4,500 0.00 4,500 0.00 0 GF Meters 0.65 134,377 0.65 149,391 0.65 147,794 0.00 (1,596) GF Neighborhood Permit Parking 1.04 76,856 1.04 85,574 1.04 87,270 0.00 1,696 Subtotal 13.83 1,120,788 13.83 1,180,822 14.33 1,236,814 0.50 55,992 Total 42.26 17,725,685 42.25 10,065,711 42.25 9,986,058 0.00 (79,653) BUDGET BY EXPENSE CATEGORY Personnel Expenses 2,310,951 2,584,397 2,620,944 36,547 Operating Expenses 2,568,512 3,123,899 3,382,592 258,693 Interdepartmental Charges 411,814 422,751 430,191 7,441 Capital 1,785,571 1,275,204 1,289,800 14,596 Debt Service 1,240,365 1,874,604 1,925,934 51,330 Other Financing 9,408,472 784,856 336,596 (448,260) Total 17,725,685 10,065,711 9,986,058 (79,653) BUDGET BY FUND Downtown Commercial District Fund 24.80 16,170,511 24.79 8,398,879 24.29 8,256,638 (0.50) (142.241) University Hill Commercial District Fund 3.63 434,386 3.63 486,010 3.63 492,605 0.00 6,595 General Fund 13.83 1,120,788 13.83 1,180,822 14.33 1,236,815 0.50 55,993 Total 42.26 17,725,685 42.25 10,065,711 42.25 9,986,058 0.00 (79,653) 184 DOWNTOWN AND UNIVERSITY HILL MANAGEMENT DIVISION PARKING SERVICES CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund, CAGID Fund, UHGII) Fund No Changes $0 $0 0.00 Total $0 $0 0.00 ORGANIZATIONAL CHANGES/REALLOCATIONS Looking ahead to 2011, the Downtown University Hill Management/Parking Services Division will be merged with Community Planning and Sustainability, creating increased collaboration and support related to the city's economic vitality programs and redevelopment efforts. PERFORMANCE MEASURES DUHMD/PS is proposing the following outcomes and evaluation methods that reflect the mission and work of our division. Through the work on the division's Master Planning process, these might change or be modified. Most evaluation methods can be accomplished using staff time; some have a budget impact. Outcomes: Provide quality and cost effective parking services to citizens, customers, residents, businesses, CU students, retail and office workers, faith community and visitors to Boulder. Potential and current evaluation methods: Public feedback: Downtown Boulder User Survey - biannual survey Cost recovery percentage - data collection annually Utilization tracking - data collection annually Neighborhood Parking Permit Annual Report - data collection annually Customer Survey - see results below Offer efficient and effective maintenance of parking garage and lots, public right of way in the University Hill Commercial District and on-street meters/paystations to meet the needs of the commercial areas and to protect and enhance the infrastructure investment. Potential and current evaluation methods: Uni Hill Business Feedback -annual survey 185 Maintenance costs per parking space - data collected annually Tracking of maintenance efforts - monitored Replacement budgets - monitored annually Condition ratings of facilities and equipment Provide efficient and effective financial management. Evaluation method: District bond ratings - periodic Provide cost effective alternatives to constructing parking to meet the transportation needs of citizens, retail and office workers, faith community and visitors to Boulder; and reduce congestion, pollution and VMT. Evaluation methods: Downtown Employee Alternative Mode percentage - biannual survey EcoPass pick up rate - data collected annually Downtown Boulder User Survey percentage of alt mode use - biannual survey Bike parking utilization surveys - periodic surveys Participate in programs and initiatives to support the economic viability of the downtown and Uni Hill area. Potential evaluation methods: Business assistance contacts - track annually Provide efficient and effective parking management through ordinance enforcement, education, and customer service. Potential and current evaluation methods: Hours of enforcement in the NPP's - data collected annually Percentage of violations based on pay station utilization - data collected annually Numbers of violations - data collected annually Provide public space management to facilitate and enhance community interaction, livability and enjoyment, and support tourism. Potential evaluation methods: Event performance data - data collected annually Economic impact of visitors - Boulder Convention and Visitors' Bureau DUHMD/PS regularly conducts a customer survey. We ask questions that will help us evaluate our products, our customer service, our advertising and to determine the impact of our education and outreach programs. We continue to monitor and update our survey. Results from a few sample questions are included below. 186 ACTUAL TARGET TARGET 2009 2010 2011 1. Do you know that the City Parking garages are FREE on Saturday and 83% 90% 92% Sunday? 2. Are you aware that many downtown businesses validate 38% 50% 55% parking? 3. Were you satisfied with the service 98% 99% 99% you received? 4. Are you aware that paid parking at all paystations includes a 5 minute 52% 55% 60% grace period? 187 188 PUBLIC WORKS DEPARTMENT 2011 APPROVED BUDGET $92,881,509 PUBLIC WORKS L L TRANSPORTATION DEVELOPMENT & UTILITIES SUPPORT SERVICES Development & Support Services $21,434,059 23% Utilities $49,433,961 53% Transportation $22,013,489 24% 189 2011 APPROVED BUDGET PUBLIC WORKS DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM DIVISION Development & Support Services 79.23 21,483,870 72.70 19,918,816 71.25 21,434,059 (1.45) 1,515,243 Transportation 68.69 28,916,388 67.10 24,685,106 59.28 22,013,489 (7.82) (2,671,617) Utilities 156.23 53,037,079 155.90 47,930,258 154.84 49,433,961 (1.06) 1,503,703 Total 304.15 103,437,337 295.70 92,534,180 285.37 92,881,509 (10.33) 347,329 BUDGET BY EXPENSE CATEGORY Personnel Expenses 24,402,064 24,737,566 23,952,803 (784,763) Operating Expenses 28,982,106 24,156,097 25,033,513 877,416 Interdepartmental Charges 4,697,494 4,438,886 4,320,846 (118,040) Capital 28,961,323 22,542,721 23,711,311 1,168,590 Debt Service 10,942,942 11,253,449 10,317,452 (935,997) Other Financing 5,451,407 5,405,461 5,545,584 140,123 Total 103,437,337 92,534,180 92,881,509 347,329 BUDGET BY FUND General 13.08 3,277,289 13.08 3,606,631 13.13 4,027,337 0.05 420,706 Capital Development 0.00 26,502 0.00 600,568 0.00 201,215 0.00 (399;353) Planning & Development Services 49.78 5,500,346 43.25 5,631,150 41.75 5,571,815 (1.50) (59,335) .25 Cent Sales Tax 0.00 451,051 0.00 450,262 0.00 450,262 0.00 0 Airport 1.20 557,067 1.20 433,371 1.20 1,387,033 0.00 953,662 Transportation 67.59 26,654,001 66.00 23,669,637 58.18 19,951,636 (7.82) (3,718,001) Transportation Development 0.20 1,748,733 0.20 622,733 0.20 713,560 0.00 90,827 Transit Pass General Improvement District 0.00 12,508 0.00 13,229 0.00 14,207 0.00 978 Fire Training Center Construction Fund 0.00 4,991,776 0.00 0 0.00 0 0.00 0 Water Utility 75.67 29,967,891 75.13 26,727,342 74.96 27,744,597 (0.17) 1,017,255 Wastewater Utility 58.81 13,558,616 58.91 14,711,808 57.59 15,080,158 (1.32) 368,350 Stormwater/Flood Management Utility 20.95 9,321,048 21.06 6,318,254 21.49 6,435,755 0.43 117,501 Fleet 14.87 5,056,658 14.87 8,201,343 14.82 7,601,527 (0.05) (599,816) Equipment Replacement 0.35 527,691 0.35 513,580 035 1,870,308 0.00 1,356,728 Facility Renovation & Replacement 1.65 1,786,160 1.65 1,034,272 1.70 1,832,099 0.05 797,827 Total 304.15 103,437,337 295.70 92,534,180 285.37 92,881,509 (10.33) 347,329 190 DIVISION OF DEVELOPMENT AND SUPPORT SERVICES 2011 APPROVED BUDGET $21,434,059 MISSION STATEMENT The mission of Development and Support Services is • to effectively assist customers in a regulatory environment while preserving public health, safety and environmental quality for our community overall, through the efficient administration of codes and standards, • to provide quality facilities and asset management (FAM) services to City departments for the design, construction and maintenance of facilities, • to effectively maintain the City's fleet while balancing customer and community values. DEVELOPMENT AND SUPPORT SERVICES DEVELOPMENT SERVICES SUPPORT SERVICES ADMINISTRATIVE SERVICES FACILITIES & ASSET MGMT INFORMATION RESOURCES FLEET SERVICES ENGINEERING REVIEW BUILDING CONSTRUCTION & CODE ENFORCEMENT Other Financing $1,272,037 Personnel Expenses Capital 600 $6,239,883 $7,068,390 29% 33% Interdepartmental Operating Expenses Charges $5,661,793 $1,191,957 26% 6% 191 2011 APPROVED BUDGET PUBLIC WORKS DEPARTMENT DEVELOPMENT AND SUPPORT SERVICES Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM DEVELOPMENT SERVICES Administrative Services Administrative Services 4.22 409,981 3.48 384,190 3.54 406,267 0.06 22,077 Subtotal 4.22 409,981 3.48 384,190 3.54 406,267 0.06 22,077 Information Resources Map Data Maintenance 0.53 45,387 0.45 43,913 0.44 44,976 (0.01) 1,063 GIS Services 0.95 82,568 0.78 77,617 0.80 81,820 0.02 4,203 Subtotal 1.48 127,955 1.23 121,530 1.24 126,796 0.01 5,266 Engineering Review Development Review 5.77 569,642 4.75 553,743 4.84 564,481 0.09 10,738 Engineering Permits 10.18 933,252 8.32 883,834 8.54 924,798 0.22 40,964 Subtotal 15.95 1,502,894 13.07 1,437,577 13.38 1,489,279 0.31 51,702 Building Construction and Code Enforcement Building Permit- Plan Review 12.78 1,240,795 11.20 1,264,488 10.72 1,229,555 (0.48) (34,933) Building Permit - Inspection 8.14 789,597 7.18 808,242 6.83 782,444 (0.35) (25,798) Building Permit - Code Enforcement 1.17 112,800 1.03 115,463 0.98 111,778 (0.05) (3,685) Building Permit - Contractor Licensing 1.17 112,800 1.03 115,463 0.98 111,778 (0.05) (3,685) Environmental and Zoning Enforcement 3.26 318,613 3.73 418,727 2.73 315,727 (1.00) (103,000) Rental Housing Licensing and Enforcement 1.61 128,825 1.31 121,931 1.35 127,658 0.04 5,727 Subtotal 28.13 2,703,430 25.47 2,844,314 23.59 2,678,940 (1.88) (165,374) Operating Transfers/Cost Allocation 756,086 843,539 870,533 0.00 26,994 Total Development Services 49.78 5,500,346 43.25 5,631,150 41.75 5,571,815 (1.50) (59,335) SUPPORT SERVICES Facilities & Asset Management GENERAL: FAM Administration 1.42 208,293 1.42 202,054 1.42 207,776 0.00 5,722 Facility Operations & Maintenance (projects<$3000) 7.51 1,057,778 7.51 1,085,777 7.51 1,482,691 0.00 396,914 Facility Major Maintenance (projects >$3,000) 2.85 1,208,863 2.85 1,550,970 2.90 1,522,749 0.05 (28,221) Dushanbe Teahouse Maintenance (projects > $3,000) 0.00 70,576 0.00 50,696 0.00 50,696 0.00 0 Facility Energy Management 0.00 402,726 0.00 391,888 0.00 434,365 0.00 42,477 Facility Custodial Services 0.80 195,449 0.80 206,255 0.80 208,557 0.00 2,302 0.00 CAPITAL DEVELOPMENT: 0.00 Cost Allocation 0.00 26,502 0.00 20,568 0.00 21,215 0.00 647 CIP 0.00 0 0.00 580,000 0.00 180,000 0.00 (400,000) .25 CENT SALES TAX Facility Operations & Maintenance (projects < $3000) 0.00 287,997 0.00 227,468 0.00 227,468 0.00 0 Facility Major Maintenance (projects > $3,000) 0.00 163,054 0.00 222,794 0.00 222,794 0.00 0 FIRE TRAINING CENTER: 0.00 4,991,776 0.00 0 0.00 0 0.00 0 192 2011 APPROVED BUDGET PUBLIC WORKS DEPARTMENT DEVELOPMENT AND SUPPORT SERVICES Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount EQUIPMENT REPLACEMENT. Administration 0.35 21,603 0.35 33,667 0.35 33,954 0.00 287 Cost Allocation 0.00 23,744 0.00 16,648 0.00 17,181 0.00 533 Equipment Replacement (non-fleet) 0.00 482,344 0.00 463,265 0.00 1,819,173 0.00 1,355,908 FACILITY RENOVATION & REPLACEMENT: Administration 0.15 16,400 0.15 16,432 0.20 22,147 0.05 5,715 Cost Allocation 0.00 57,127 0.00 42,589 0.00 43,952 0.00 1,363 Facility Renovation & Replacement: non-CIP 0.63 428,740 0.63 406,250 0.63 381,000 0.00 (25,250) CIP 0.87 1,283,894 0.87 569,000 0.87 1,385,000 0.00 816,000 Subtotal 14.58 10,926,866 14.58 6,086,322 14.68 8,260,717 0.11 2,174,396 FLEET FLEET OPERATING: Administration 1.62 150,445 1.62 152,241 1.57 178,362 (0.05) 26,121 Cost Allocation 0.00 223,635 0.00 2311945 0.00 239,367 0.00 7,422 Fleet Operations - Repair 8.40 1,167,619 8.40 1,631,931 8.40 1,604,672 0.00 (27,259) Fleet Operations - Preventative Maintenance 2.10 291,905 2.10 407,983 2.10 401,168 0.00 (6,815) Fleet Operations - Fueling 0.50 562,445 0.50 1,041,825 0.50 1,042,969 0.00 1,144 Radio Shop and Communications Support 2.00 277,531 2.00 296,334 2.00 297,061 0.00 727 FLEET REPLACEMENT: Administration 0.25 26,970 0.25 27,387 0.25 27,684 0.00 297 Cost Allocation 0.00 74,545 0.00 77,315 0.00 79,789 0.00 2,474 Fleet Replacement 0.00 2,281,563 0.00 4,334,383 0.00 3,730,455 0.00 (603,928) Subtotal 14.87 5,056,658 14.87 8,201,343 14.82 7,601,527 (0.05) (599,817) Total Support Services 29.45 15,983,524 29.45 14,287,665 29.50 15,862,244 0.05 1,574,580 Total 79.23 21,483,870 72.70 19,918,815 71.25 21,434,059 (1.45) 1,515,244 BUDGET BY EXPENSE CATEGORY Personnel Expenses 6,214,648 6,293,525 6,239,883 (53,642) Operating Expenses 4,505,901 5,324,917 5,661,793 336,876 Interdepartmental Charges 1,506,390 1,161,973 1,191,957 29,984 Capital 7,865,292 5,905,796 7,068,390 1,162,594 Other Financing 1,391,639 1,232,604 1,272,037 39,433 Total 21,483,870 19,918,815 21,434,059 1,515,244 BUDGET BY FUND General 12.58 3,143,686 12.58 3,487,641 12.63 3,906,833 0.05 419,192 Capital Development 0.00 26,502 0.00 600,568 0.00 201,215 0.00 (399,353) Planning & Development Services 49.78 5,500,346 43.25 5,631,150 41.75 5,571,815 (1.50) (59,335) .25 Cent Sales Tax 0.00 451,051 0.00 450,262 0.00 450,262 0.00 0 Fire Training Center 0.00 4,991,776 0.00 0 0.00 0 0.00 0 Fleet 14.87 5,056,658 14.87 8,2017343 14.82 7,601,527 (0.05) (599,816) Equipment Replacement 0.35 527,691 0.35 513,580 0.35 1,870,308 0.00 1,356,728 Facility Renovation & Replacement 1.65 1,786,160 1.65 1,034,271 1.70 1,832,099 0.05 797,828 Total 79.23 21,483,870 72.70 19,918,815 71.25 21,434,059 (1.45) 1,515,244 193 PUBLIC WORKS DEPARTMENT DIVISION OF DEVELOPMENT AND SUPPORT SERVICES CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Facility maintenance, renovation and $380,000 $0 0.00 replacement Reallocate nighttime noise and nuisance enforcement from (103,000) $0 (1.00) PW/Develo ment & Support Services Total $277,000 $0 (1.00) ORGANIZATIONAL CHANGES/REALLOCATIONS The division is also continuing to implement reallocations in order to increase efficiencies across all divisions within Public Works. As a result of these changes, the number of standard positions for the division has decreased another 0.50, bringing the total decrease to 1.50. PERFORMANCE MEASURES Based on recent feedback from the Blue Ribbon Commission II, the department is adding some intermediate measures to better reflect overall departmental performance in areas where traditional service standard measures may not tell the full story. Additionally, as we continue to compare ourselves with other communities, we will add metrics related to activity levels to incorporate and reflect the factors of project complexity and community scrutiny, which can vary substantially across communities. ACTUAL TARGET TARGET 2009 2010 2011 Fleet Services 1. Repairs returned for rework 0.34% <1% <1% 2. Increase miles traveled between road calls 93,678 >60,000 >60,000 miles miles miles 194 ACTUAL TARGET TARGET 2009 2010 2011 FAM 1. Maintenance Backlog cl) $5,507,417 $4,000,000 $5,326,000 2. Funding Level for Major Maintenance / 1.44% CRV 2%CRV 2% CRV Facility Renovation & Replacement (2) 3. Funding Level for Operations & 2.00% CRV 2.5% CRV 2.5% CRV Maintenance (3) Development Services Administrative Review (ADR) (4): Percent of Administrative Reviews 47% 100% 100% completed within 2 week timeframe. Land Use Review (LUR) (4): Percent of Land Use Reviews with initial response provided within 3 week 38% 100% 100% timeframe. Technical Document Review (TEC) (4): Percent of Technical Document Reviews 54% 100% 100% with initial response provided within 3 week timeframe. Building-related Permits (5): Percent of Building Permits reviewed within the following targets: New Residential - SFD = 40 days 47% 100% 100% New Residential - MFD = 60 days 72% 100% 100% New Commercial = 60 days 44% 100% 100% Commercial Tenant Finish = 60 days 100% 100% 100% Residential Alt/Add = 20 days 57% 100% 100% Commercial Alt/Add = 25 days 56% 100% 100% Commercial Tenant Remodel = 25 days 86% 100% 100% Single/Stand Alone = 12 days 77% 100% 100% 195 ACTUAL TARGET TARGET 2009 2010 2011 Code Enforcement Percent of initial enforcement field inspections performed within 3 calendar 74% 100% 100% days of receipt of complaint. Percent of complaints for which all investigation and action by Environmental Enforcement Officers is completed with 84% 100% 100% 30 calendar days. Percent of complaints for which all investigation and action by Zoning Officers 73% 100% 100% is completed with 60 calendar days. NEW PERFORMANCE MEASURES (61: ACTUAL TARGET TARGET 2009 2010 2011 Development Review: Percent of Business Licenses reviewed within 1 100% 100% week of application. Permits: Percent of Floodplain Permits in conveyance and high hazard flood zones reviewed within 3 71% 100% 100% weeks of application. Percent of Right of Way and Utility permits reviewed within 48 hours of application. 40% 100% 100% Percent of Sign Permits reviewed within 10 days of application. 82% 100% 100% Percent of Wetland Permits reviewed within three weeks of application. 100% 100% 100% Percent of Revocable Permit and Lease applications reviewed within 14 days of 3% 100% 100% application. 196 NEW PERFORMANCE MEASURES (6): ACTUAL TARGET TARGET 2009 2010 2011 Inspections: Percent of building inspections performed within 24 hours of the request. 96% 100% 100% Percent of Right-of-Way and Utility inspections performed within 24 hours of the 100% 100% request. Licensing: Percent of contractor licenses processed within 24 hours of application. 98% 100% 100% Percent of rental housing licenses processed within 3 days of application. 100% 100% Service Center Operations: Percent of Skip-a-Trip applications processed within 48 hours. 92% 100% 100% Percent of Project Specialist telephone calls received before 4 p.m. returned the same day. 100% 100% (l) A Maintenance backlog of $4 million corresponds to the transition point where overall condition rating of General Fund facilities goes from "good" to "fair." A maintenance backlog of $8 million corresponds to the transition point where the overall condition rating of General Fund facilities goes from "fair" to "poor." (z) The industry standard funding level for Major Maintenance (MM) / Facility Renovation and Replacement (FR&R) is 2% current replacement value (CRV). c+) The industry standard funding level for Operations and Maintenance (O&M) is 2.5% of the current replacement value (CRV). (4) Performance measures for development review activities are based on the actual time an application is under review. In previous years, a tolerance of 5 calendar days was included to recognize that staff regularly work with applicants to extend the review period beyond the standard three weeks, particularly with complex projects and during peaks in application activity. This adjustment has been eliminated from the 2009 performance measures to provide a clearer representation of reviews actually completed within the standard review period. (5) For building permits, performance is based on the time an application is under review from the date it is received. (6) As part of the P&DS Strategic Plan, sixteen new performance measures have been added. In cases where the 2009 actual column is blank, reports have not yet been developed to report on the performance measure. 197 198 DIVISION OF TRANSPORTATION 2011 APPROVED BUDGET $22,013,489 MISSION STATEMENT The Transportation Division provides 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; maintains streets and bikeways; and maintains the municipal airport to provide for safe and efficient aircraft operations. TRANSPORTATION PLANNING & ADMINISTRATION OPERATIONS L RANSPORTATION CAPITAL AIRPORT IMPROVEMENT PROJECT MAINTENANCE PROGRAM MANAGEMENT Other Financing Debt Service $1,582,863 $9,605 7% Personnel Expenses <1 % $5,003,768 Capital 23% $6,428,551 29% Interdepartmental Charges Operating Expenses $1,441,227 57,547,475 7% 34% 199 2011 APPROVED BUDGET TRANSPORTATION DIVISION Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Operating Transfers Cost Allocation/Transfers 0.00 1,454,925 0.00 1,534,651 0.00 1,592,468 0.00 57,817 Subtotal 0.00 1,454,925 0.00 1,534,651 0.00 1,592,468 0.00 57,817 Capital Payments Boulder Transit Village - Debt Payments 0.00 123,392 0.00 133,062 0.00 9,605 0.00 (123,457) Subtotal 0.00 123,392 0.00 133,062 0.00 9,605 0.00 (123,457) Transportation Planning and Operations Traffic Engineering 1.81 185,354 1.81 217,363 0.81 137,006 (1.00) (80,357) Street Lighting 030 1,162,066 030 1,120,924 0.30 1,275,024 0.00 154,100 Signs & Markings 6.51 1,043,310 5.51 1,173,963 5.51 1,176,976 0.00 3,013 Signal Maintenance & Upgrade 5.56 1,013,825 5.56 1,037,054 4.56 944,162 (1.00) (92,892) Transportation System Management 038 44,785 0.38 36,983 0.38 36,885 0.00 (98) Transit Operations 0.69 3,027,896 1.19 2,924,772 1.19 2,984,915 0.00 60,143 Travel Demand Management 4.50 832,224 3.74 778,649 2.74 734,675 (1.00) (43,974) Regional and Master Planning 1.81 376,025 1.81 314,449 1.81 320,534 0.00 6,085 Bike & Pedestrian Planning 1.88 334,288 1.88 333,710 1.88 334,323 0.00 613 Forest Glen GID (Eco-Pass) 0.00 12,508 0.00 13,229 0.00 14,207 0.00 978 Subtotal 23.45 8,032,279 22.19 7,951,097 19.19 7,958,707 (3.00) 7,610 Project Management Sidewalk Repair Program 0.76 270,494 0.76 247,054 0.76 246,364 0.00 (690) Street Repair and Maintenance 14.80 3,857,925 14.80 4,088,531 10.80 3,723,999 (4.00) (364,532) 3rd Party Construction 0.00 140,819 0.00 300,000 0.00 300,000 0.00 0 Subtotal 15.56 4,269,237 15.56 4,635,585 11.56 4,270,363 (4.00) (365,222) Transportation Maintenance Graffiti Maintenance 1.59 65,083 1.59 78,342 1.59 77,714 0.00 (629) Bikeways/Multi-Use Path Maintenance 3.87 482,336 3.87 540,594 3.87 557,546 0.00 16,952 Median Maintenance 7.75 570,402 7.75 721,003 6.75 671,471 (1.00) (49,531) Street Sweeping 3.87 351,409 3.87 444,255 3.87 449,109 0.00 4,854 Street Snow & Ice Control 3.35 983,006 335 948,370 3.35 947,092 0.00 (1,278) Subtotal 20.43 2,452,236 20.43 2,732,563 19.43 2,702,932 (1.00) (29,632) Airport Airport Operations 1.00 166,720 1.00 168,187 1.00 171,338 0.00 3,151 Airport Maintenance 0.00 260,950 0.00 148,748 0.00 148,748 0.00 0 Subtotal 1.00 427,670 1.00 316,935 1.00 320,086 0.00 3,151 200 2011 APPROVED BUDGET TRANSPORTATION DIVISION Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount Capital Improvement Program Capital Improvement Program 4.05 11,435,069 4.05 6,664,000 4.05 4,421,368 0.00 (2,242,632) Subtotal 4.05 11,435,069 4.05 6,664,000 4.05 4,421,368 0.00 (2.242,632) Transportation Administration Division Administration & Support Services 4.20 721,579 3.87 717,213 4.05 737,960 0.18 20,748 Subtotal 4.20 721,579 3.87 717,213 4.05 737,960 0.18 20,748 Total 68.69 28,916,388 67.10 24,685,106 59.28 22,013,489 (7.82) (2,671,617) BUDGET BY EXPENSE CATEGORY Personnel Expenses 5,779,098 5,332,276 5,003,768 (328,508) Operating Expenses 10,963,888 7,367,440 7,547,475 180,035 Interdepartmental Charges 1,483,841 1,654,692 1,441,227 (213,465) Capital 9,110,399 8,662,985 6,428,551 (2,234,434) Debt Service 123,392 133,062 9,605 (123,457) Other Financing 1,455,770 1,534,651 1,582,863 48,212 ota 28,916,388 24,685,106 22,013,489 (2,671,617) BUDGET BY FUND General Fund 0.50 115,938 0.50 118,990 0.50 120,504 0.00 1,514 Airport Fund 1.20 557,067 1.20 433,371 1.20 1,387,033 0.00 953,662 Transportation Fund 66.79 26,482,142 6520 23,496,783 57.38 19,778,185 (7.82) (3,718,598) Transportation Development Fund 0.20 1,748,733 0.20 622,733 0.20 713,560 0.00 90,827 Transit Pass General Improvement District 0.00 12,508 0.00 13,229 0.00 14,207 0.00 978 Total 68.69 28,916,388 67.10 24,685,106 59.28 22,013,489 (7.82) (2,6711617) 201 PUBLIC WORKS TRANSPORTATION DIVISION CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount Transportation Fund Reallocate three maintenance positions from personnel to operating expenses since existing staff and contract (3.00) services will be used to provide the service Reduction in fleet size resulting from $(35,982) $(309,873) efficiency analysis Eliminate median maintenance position (44,421) (1.00) Eliminate street maintenance person (45,464) (1.00) Eliminate traffic technician position and associated vehicle (86,303) (1.00) Eliminate transportation planner (45,428) (1.00) position Eliminate sign technician position and (107,185) (1.00) associated vehicle Increase street lighting budget 155,250 Total $(209,533) ($309,873) (8.00) ORGANIZATIONAL CHANGES/REALLOCATIONS The division is also continuing to implement reallocations in order to increase efficiencies across all divisions within Public Works. As a result of these changes, the number of standard positions for the division has decreased another 0.08, bringing the total decrease to 7.92. 202 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. Daily vehicle miles of travel (VMT) in Boulder Valley: maintain at 1994 2.46 Million 2.46 Million 2.64 Million levels (2.46M). 2. Modal shift - Reduce SOV travel to 25% of trips by 37% 34% 35% 2025. 3. Transportation System Performance: maintain average drive times; 19% 20% 20% maintain congestion at 20% of the system. 4. Of total number of potholes reported, the number of potholes filled 52% 95% 95% within one business day. 5. Of total number of sidewalk trip hazards reported, the number of 42% 95% 95% hazards repaired within one business day. 203 204 DIVISION OF UTILITIES 2011 APPROVED BUDGET $49,433,963 MISSION STATEMENT The Utilities Division's mission is to provide quality water services, as desired by the community, in a manner which protects human and environmental health and emphasizes efficient 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 UTILITIES PLANNING & PROJECT ADMINISTRATION MANAGEMENT WATER RESOURCES WATER TREATMENT WASTEWATER TREATMENT WATER QUALITY ENVIRONMENTAL SERVICES SYSTEM MAINTENANCE Other Financing $2,690,684 Personnel Expenses Debt Service ° ° S12,709,156 $10,307,847 26% 21% Captial $10,214,370 Operating Expenses Interdepartmental S11,824,245 21% Charges 24% $1,687,661 3% 205 2011 APPROVED BUDGET PUBLIC WORKS DEPARTMENT UTILITIES DIVISION Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Operating Transfers Cost Allocation/ Transfers 0.00 2,629,264 0.00 2,608,206 0.00 2,690,684 0.00 82,478 Subtotal 0.00 2,629,264 0.00 2,608,206 0.00 2,690,684 0.00 82,478 Administration Division Administration 6.77 838,916 6.44 1,239,840 5.62 1,168,856 (0.82) (70,984) Billing Services 5.75 737,601 5.75 774,996 5.75 793,358 0.00 18,362 Subtotal 12.52 1,576,517 12.19 2,014,836 11.37 1,962,214 (0.82) (52,622) Planning & Project Management Planning & Project Management 5.41 1,078,387 5.41 1,486,080 6.17 1,530,640 0.76 44,560 Flood Management 0.75 615,977 0.75 464,384 0.75 465,732 0.00 1,348 Subtotal 6.16 1,694,364 6.16 1,950,464 6.92 1,996,372 0.76 45,908 Water Resources Water Resources Operations 2.00 1,304,091 2.00 1,199,615 2.00 1,220,955 0.00 21,340 Raw Water Facilities 2.00 323,672 2.00 356,661 2.00 359,556 0.00 2,895 Hydroelectric Operations 3.00 416,686 3.00 421,867 3.00 424,046 0.00 2,179 Subtotal 7.00 2,044,449 7.00 1,978,143 7.00 2,004,557 0.00 26,414 Water Treatment Betasso Treatment Plant 15.25 2,389,218 16.25 2,503,414 16.00 2,467,700 (0.25) (35,714) Boulder Reservoir Treatment Plant 10.75 1,614,646 9.75 1,763,889 10.00 1,826,220 0.25 62,331 Subtotal 26.00 4,003,864 26.00 4,267,303 26.00 4,293,920 0.00 26,617 Water Quality Environmental Services Water Quality Operations 6.83 797,293 6.78 869,198 6.78 873,887 0.00 4,689 Water Conservation 1.66 251,389 1.66 391,875 1.66 443,829 0.00 51,954 Wastewater Quality Operations 4.12 475,175 4.09 566,092 4.09 511,235 0.00 (54,857) Industrial Pretreatment 3.66 346,671 3.66 358,000 3.66 357,497 0.00 (503) Stormwater Quality Operations 3.72 432,841 3.55 467,159 3.80 428,812 0.25 (38,347) Stormwater Permit Compliance 1.76 286,164 2.01 352,729 1.76 340,817 (0.25) (11,912) Hazardous Materials Management 0.00 215,227 0.00 295,193 0.00 295,193 0.00 0 Subtotal 21.75 2,804,760 21.75 3,300,246 21.75 3,251,270 0.00 (48,976) System Maintenance Distribution System Maintenance 14.95 1,778,015 14.95 2,029,657 14.95 1,964,315 0.00 (65,342) Collection System Maintenance 14.59 1,253,192 14.59 1,682,120 14.59 1,687,414 0.00 5,294 Storm Sewer Maintenance 5.55 545,788 5.55 605,843 5.55 624,746 0.00 18,903 Flood Channel Maintenance 2.55 235,876 2.55 291,414 2.55 290,673 0.00 (741) Meter Operations 7.36 900,338 7.36 1,152,128 7.36 1,149,472 0.00 (2,656) Subtotal 45.00 4,713,209 45.00 5,761,162 45.00 5,716,620 0.00 (44,542) L 206 2011 APPROVED BUDGET PUBLIC WORKS DEPARTMENT UTILITIES DIVISION Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Wastewater Treatment Treatment Plant Operations 26.00 3,841,816 26.00 4,253,853 25.00 4,022,528 (1.00) (231,325) Marshall Landfill Operations 0.00 29,520 0.00 31,749 0.00 41,749 0.00 10,000 Biosolids Operations 5.00 934,837 5.00 1,100,382 5.00 1,120,797 0.00 20,415 Subtotal 31.00 4,806,173 31.00 5,385,984 30.00 5,185,074 (1.00) (200,910) Capital Payments Debt Service & Windy Gap 0.00 13,116,681 0.00 13,599,919 0.00 12,861,386 0.00 (738,533) Subtotal 0.00 13,116,681 0.00 13,599,919 0.00 12,861,386 0.00 (738,533) Capital Improvement Program Capital Improvement Program 6.80 15,647,798 6.80 7,063,995 6.80 9,471,864 0.00 2,407,869 Subtotal 6.80 15,647,798 6.80 7,063,995 6.80 9,471,864 0.00 2,407,869 Total 156.23 53,037,079 155.90 47,930,258 154.84 49,433,963 (1.06) 1,503,703 BUDGET BY EXPENSE CATEGORY Personnel Expenses 12,408,318 13,111,764 12,709,156 (4027608) Operating Expenses 13,512,317 11,463,740 11,824,245 360,505 Interdepartmental Charges 1,707,263 1,622,221 1,687,661 65,440 Capital 11,985,633 7,973,940 10,214,370 2,240,430 Debt Service 10,819,550 11,120,387 10,307,847 (812,540) Other Financing 2,603,998 2,638,206 2,690,684 52,478 Total 53,037,079 47,930,258 49,433,963 1,503,705 BUDGET BY FUND General 0.00 17,665 0.00 0 0.00 0 0.00 0 Transportation 0.80 171,859 0.80 172,854 0.80 173,451 0.00 597 Water Utility 75.67 29,967,891 75.13 26,727,342 74.96 27,744,598 (017) 1,017,256 Wastewater Utility 58.81 13,558,616 58.91 14,711,808 57.59 15,080,159 (1.32) 368,351 Stormwater/ Flood Utility 20.95 9,321,048 21.06 6,318,254 21.49 6,435,755 0.43 117,501 Total 156.23 53,037,079 155.90 47,930,258 154.84 49,433,963 (1.06) 1,503,705 L ~ 1 207 PUBLIC WORKS DEPARTMENT UTILITIES DIVISION CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount Water Utility Fund Nederland Wastewater Treatment $ 17,300 0.00 Facility operating costs Wastewater Utility Fund Debt Service for revenue bonds to be issued Aug-Oct 2010 for Wastewater 715,500 Treatment Plant Improvements Eliminate maintenance position in the (44,069) (1.00) treatment plant Total $688,731 $0 (1.00) ORGANIZATIONAL CHANGES/REALLOCATIONS The division is also continuing to implement reallocations in order to increase efficiencies across all divisions within Public Works. As a result of these changes, the number of standard positions for the division has decreased another 0. 16, bringing the total decrease to 1.16. PERFORMANCE MEASURES In addition to the four performance measures listed below, Utilities also participates in the American Water Works Association Benchmarking Study and reports on 19 benchmarking measures. These can be found in the Utilities annual report. Additionally, as we continue to look for efficiencies and to compare ourselves with other communities, we are planning to add metrics in the future related to energy use at the treatment plants and sewer and stormwater line maintenance. Actual Target Target 2009 2010 2011 1. Average length of time for an unplanned water 67% less than 100% less than 100% less than service outage - not 5 hours 5 hours 5 hours to exceed 5 hours 208 Actual Target Target 2009 2010 2011 2. Water Treatment - percent of compliance (based on days per quarter) 100% 100% 100% in which all of the Compliance Compliance Compliance reportable regulatory standards are met. 3. Wastewater Treatment - percent of compliance Q1 - 96.7% (based on days per Q2 - 100% 100% 100% quarter) in which all Q3 - 100% Compliance Compliance of the reportable o regulatory standards Q4 - 100 /o are met. 4. City of Boulder Community Rating System (CRS) for Rating = 7 Rating = 7 Rating = 7 Flood Insurance Purposes. 209 210 FIRE 2011 APPROVED BUDGET $15,064,376 MISSION STATEMENT The Boulder Fire Department strives 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. FIRE DEPARTMENT F- I COMMUNICATIONS ADMINISTRATION EMERGENCY FIRE SAFETY SERVICES SPECIALIZED TEAMS FIRE TRAINING WILDLAND COORDINATION Intergovernmental Capital Charges $850,000 $809,524 6% Operating Expenses 5% $756,422 5% Personnel Expenses $12,648,430 84% L 211 2011 APPROVED BUDGET FIRE DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM Administration Administration 5.00 780,428 5.00 775,866 5.00 812,313 0.00 36,447 Subtotal 5.00 780,428 5.00 775,866 5.00 812,313 0.00 36,447 Communications Contracts Rocky Mtn Rescue 6,035 0.00 6,125 0.00 6,125 0.00 0 Office of Emergency Mgmt 1.00 134,112 1.00 135,628 1.00 124,181 0.00 (11,447) Subtotal 1.00 140,147 1.00 141,753 1.00 130,306 0.00 (11.447) Emergency Services Emergency Response 95.00 10,566,215 96.00 10,975,300 96.00 11,126,797 0.00 151,497 Service Calls 0 0.00 0 0.00 0 0.00 0 Dept Veh/Equip Maint and Repl 965,103 0.00 1,296,880 0.00 1,391,823 0.00 94,943 SWAT Support for Police 17,575 0.00 18,727 0.00 18,727 0.00 0 Subtotal 95.00 11,548,893 96.00 12,290,907 96.00 12,537,347 0.00 246,440 Wildland Coordination General Fund 2.67 488,479 2.67 491,088 2.67 502,341 0.00 11,253 Open Space Fund 0.66 78,661 0.66 80,934 0.66 80,986 0.00 52 Subtotal 3.33 567,140 3.33 572,022 3.33 583,327 0.00 11,305 Wildland Team 29,394 0.00 28,334 0.00 28,334 0.00 0 Subtotal 0.00 29,394 0.00 28,334 0.00 28,334 0.00 0 Dive Team 27,983 0.00 25,721 0.00 20,915 0.00 (4,806) Subtotal 0.00 27,983 0.00 25,721 0.00 20,915 0.00 (4,806) Hazardous Materials Team Equipment 22,853 0.00 3,339 0.00 17,299 0.00 13,960 Release Response Training 22,015 0.00 10,250 0.00 10,250 0.00 0 Subtotal 0.00 44,868 0.00 13,589 0.00 27,549 0.00 13,960 Fire Training Training 2.00 300,110 2.00 271,939 2.00 269,115 0.00 (2,824) Fire Certification 3,680 0.00 7,000 0.00 7,000 0.00 0 Emerg Medical Svc Certification 730 0.00 1,700 0.00 1,700 0.00 0 Subtotal 2.00 304,520 2.00 280,639 2.00 277,815 0.00 (2,824) Fire Safety Inspections/Code Enforcement 3.00 260,647 3.00 367,474 3.00 385,826 0.00 18,352 Public Fire Education 1.00 101,157 1.00 112,384 1.00 116,508 0.00 4,124 Fire Investigations/Code Permits 1.00 134,297 1.00 138,142 1.00 144,136 0.00 5,994 Subtotal 5.00 496,101 5.00 618,000 5.00 646,470 0.00 28,470 Total 111.33 13,939,474 112.33 14,7467831 112.33 15,064,376 0.00 317,545 L. 1 212 2011 APPROVED BUDGET FIRE DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY EXPENSE CATEGORY Personnel Expenses 12,183,963 12,511,499 12,648,430 136,931 Operating Expenses 730,510 767,668 756,422 (11.246) Interdepartmental Charges 1,025,001 767,664 809,524 41,860 Capital 0 700,000 850,000 150,000 Total 13,939,474 14,746,831 15,064,376 317,545 BUDGET BY FUND General Fund 110.67 13,860,812 111.67 14,665,897 111.67 14,983,389 0.00 317,492 Open Space Fund 0.66 78,662 0.66 80,934 0.66 80,987 0.00 53 Total 111.33 13,939,474 112.33 14,746,831 112.33 15,064,376 0.00 317,545 213 FIRE DEPARTMENT CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Fire Apparatus replacement program $150,000 $0 0.00 Total $150,000 $0 0.00 PERFORMANCE MEASURES ACTUAL TARGET TARGET 2009 2010 2011 1. Percentage of emergency responses within six 72.0% 90% 90% minutes. Target 90% 2. Number of fire fighters per 1000 population. 0.93 <1.0 <1.0 Target less than 1.0 3. Percentage of all units dispatched to emergencies arrives 96.0% 90% 90% on scene within 11 minutes. 214 POLICE 2011 APPROVED BUDGET $29,105,178 MISSION STATEMENT The mission statement of the Boulder Police Department is very simple: Working with the community to provide service and safety. This entails a full range of services which include, but is not limited to: preventing crime, enforcement, security, conducting investigations, dealing with public disorder and quality of life issues, responding to emergencies, training, and managing disasters OFFICE OF THE CHIEF OPERATIONS ADMINISTRATION SUPPORT & STAFF SERVICES Intergovernmental Capital Expenses Charges $118,538 $1,413,595 <1% 5% Operating Expenses $2,682,489 9% Personnel Expenses $24,890,556 86% 215 2011 APPROVED BUDGET POLICE DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY PROGRAM ADMINISTRATION Administration Police Administration 5.00 714,472 5.00 741,011 5.00 747,092 0.00 6,081 Public Information 1.00 92,452 1.00 93,785 1.00 95,471 0.00 1,686 Professional Standards 1.00 130,246 1.00 124,909 1.00 128,395 0.00 3,486 Subtotal 7.00 937,170 7.00 959,705 7.00 970,958 0.00 11,253 OPERATIONS Operations Watches I, II, & III 89.00 9,079,080 89.00 9,109,738 90.00 9,581,535 1.00 471,797 Hill Unit 7.25 746,909 7.25 727,354 7.25 761,105 0.00 33,751 Mall Unit 8.50 790,687 8.50 793,183 8.50 833,498 0.00 40,315 SWAT 0.00 40,834 0.00 50,488 0.00 50,488 0.00 0 School Resource Officers 5.75 534,877 5.75 536,169 5.75 563,319 0.00 27,150 Community Services 3.25 302,322 3.25 300,205 3.25 304,577 0.00 4,372 Community Police Centers 4.75 316,988 3.25 243,601 3.25 240,542 0.00 (3,059) Criminalist 2.00 225,239 2.00 276,452 2.00 215,479 0.00 (60,973) Animal Control 0.00 499,601 0.00 462,611 6.00 450,000 6.00 (12,611) Bomb Squad 0.00 9,108 0.00 5,187 0.00 5,187 0.00 0 Emergency Preparedness 0.25 30,256 0.25 36,885 0.25 34,883 0.00 (2,002) Special Events 0.75 69,767 0.75 61,337 0.75 61,856 0.00 519 Alcohol Enforcement/Education 1.00 93,022 1.00 88,882 1.00 92,240 0.00 3,358 Photo Radar 8.00 1,679,046 8.00 1,701,902 8.00 1,706,488 0.00 4,586 Investigations 26.00 2,418,572 26.00 2,787,359 26.00 2,914,862 0.00 127,503 Narcotics 4.00 440,088 4.00 451,659 4.00 468,044 0.00 16,385 Target Crime Team 4.00 372,088 4.00 382,573 4.00 395,502 0.00 12,929 Crime Analysis Unit 2.00 160,219 2.00 165,747 2.00 164,201 0.00 (1,546) Traffic Enforcement 1575 1,725,243 15.75 1,724,464 15.75 1,784,158 0.00 59,694 Accident Report Specialists 4.25 318,292 4.25 339,406 4.25 320,551 0.00 (18,855) DUI Enforcement 1.00 115,022 1.00 116,528 1.00 119,886 0.00 3,358 Subtotal 187.50 19,967,260 186.00 20,361,730 193.00 21,068,401 7.00 706,671 SUPPORT & STAFF SERVICES Support & Staff Services Financial Services 4.25 673,181 4.00 634,561 4.00 889,454 0.00 254,893 Facility & Building Maintenance 8.25 962,990 7.25 860,874 7.25 872,812 0.00 11,938 Personnel 2.75 297,338 1.75 233,649 1.75 226,082 0.00 (7,567) Communications 32.75 2,993,369 32.75 2,678,295 32.75 2,675,811 0.00 (2,484) Records management 21.00 1,304,401 20.50 1,322,908 20.50 1,310,640 0.00 (12,268) Training 3.25 432,119 3.25 439,704 3.25 446,961 0.00 7,257 Victim & Volunteer Services 1.50 166,634 1.75 166,601 1.75 168,707 0.00 2,106 Property & Evidence 5.00 440,689 5.25 444,461 5.25 440,352 0.00 (4,109) Employee Assistance Program 0.00 35,000 0.00 35,000 0.00 35,000 0.00 0 Subtotal 78.75 7,305,721 76.50 6,816,053 76.50 7,065,819 0.00 249,766 Total 273.25 28,210,151 269.50 28,137,488 276.50 29,105,178 7.00 967,690 216 2011 APPROVED BUDGET POLICE DEPARTMENT Variance - 2009 Actual 2010 Approved 2011 Approved 2010 Approved to Expenditures Budget Budget 2011 Approved Standard Standard Standard Standard FTE Amount FTE Amount FTE Amount FTE Amount BUDGET BY EXPENSE CATEGOR Personnel Expenses 23,565,566 23,890,110 24,890,556 1,000,446 Operating Expenses 3,137,106 3,038,175 2,682,489 (355,686) Interdepartmental Charges 1,036,530 1,152,848 1,413,595 260,747 Capital 470,949 56,355 118,538 62,183 Total 28,210,151 28,137,488 29,105,178 967,690 BUDGET BY FUND General Fund 273.25 28,210,151 269.50 28,137,488 276.50 29,105,178 7.00 967,690 Total 273.25 28,210,151 269.50 28,137,488 276.50 29,105,178 7.00 967,690 217 POLICE DEPARTMENT CHANGES BETWEEN 2010 APPROVED AND 2011 APPROVED BUDGETS 2011 2011 Standard Description Ongoing One-Time FTEs Amount General Fund Implementation of Animal Control Services in the Police Department; the current available budget is $450,000; $90,000 6.00 additional $90,000 will be held in contingency until program costs are finalized. Install electronic citations system for 20 police vehicles 42,000 Reallocate nighttime noise and nuisance enforcement from 90,000 1.00 PW/Development & Support Services to Police Department Total $180,000 $42,000 7.00 PERFORMANCE MEASURES Actual Target Target 2009 2010 2011 1. To report the number of D.U.I. 781 1,100 1,000 arrests 2. To provide improved delivery of police service to the community of Boulder, by evaluating police effectiveness through the use of 29% 27% 27% crime clearance statistics to exceed the national average of 21%. 3. Evaluate police effectiveness through the improvement of 3.24 3 3 police emergency response under the last five-year average of 6.2 minutes minutes minutes minutes. 218 Actual Target Target 2009 2010 2011 4. Traffic Summons 15,304 19,000 19,000 5. Calls For Service Per Officer 455 417 417 6. Total Part I (serious) Crime Rate 3,062 2,800 2,800 219 220 CITY OF BOULDER 2011 FUND FINANCIAL GENERALFUND (in $1,000s) A B CD CH CI CK CM CO CQ CS 5 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED 6 2009 2010 2011 2012 2013 2014 2015 2016 36 TOTAL BEGINNING RESOURCES 14,638 11,699 11,730 11,042 11,321 11,473 11,449 12,041 37 REVENUE: 38 Sales/Use Tax 38,108 37,113 38,746 40,308 41,691 43,116 44,543 46,013 44 Add'I Sales Tax from Add'I Auditor 0 0 180 186 192 198 204 211 46 Tax Increment (10th & Walnut) 796 887 887 840 843 0 0 0 47 Food Service Tax 483 498 500 515 518 533 551 551 51 Property Tax 13,961 14,652 14,725 14,873 14,873 15,319 15,778 16,252 54 "De-Bruced" Property Tax Increment 951 1,920 2,880 3,840 4,800 5,340 5,500 5,665 55 Public Safety Property Tax 4,777 5,308 5,335 5,388 5,388 5,550 5,716 5,887 56 Cable TV Franchise & PEG Fees 1,236 1,164 1,164 1,164 1,164 1,164 1,176 1,187 59 Liquor Occupation Tax 581 590 608 626 645 664 684 704 60 Telephone Occupation Tax 781 768 768 768 768 768 768 768 61 Accommodation Tax 2,471 2,570 2,621 2,700 2,781 2,864 2,979 3,098 62 Admission Tax 578 580 594 609 624 640 656 672 64 Xcel Franchise Fee 3,912 4,015 4,136 4,260 4,387 4,519 4,655 4,794 65 Specific Ownership Tax 1,249 1,212 1,236 1,260 1,286 1,311 1,338 1,364 66 Tobacco Tax 337 324 324 324 324 324 324 324 N 67 NPP and Other Parking Revenue 156 137 140 140 140 140 140 140 68 Meters-Out of Parking Districts 473 474 474 474 474 474 474 474 72 Sale of Other Services 321 198 202 206 210 215 219 223 73 Sale of Goods 55 61 63 65 67 69 71 73 75 Licenses 203 202 308 318 327 337 347 357 76 Court Fees and Charges 1,740 1,748 1,774 1,774 1,774 1,774 1,774 1,774 77 Parking Violations 1,948 1,980 1,970 1,970 1,970 1,970 1,970 1,970 79 Other Fines & Penalties 2 2 2 2 2 2 3 3 81 Court Awards-DUI, No Ins. & Seized Prope 131 115 119 122 126 130 134 138 82 Photo Enforcement Revenue 1,585 1,965 2,014 2,064 2,116 2,169 2,223 2,279 83 Other Governmental 177 0 0 0 0 0 0 0 84 Interest Income 772 638 650 650 650 663 676 690 86 Rental Income 127 160 165 170 175 180 185 191 88 Other Revenue 819 793 669 695 723 752 782 813 92 Housing/Human Services Fees 320 218 222 226 231 235 275 275 93 Parks Fees (see Other Revenue) 202 215 216 217 218 219 220 222 103 Waste Reduction Bonds (6400 Arapahoe) 6,076 0 0 0 0 0 0 0 107 SUB-TOTAL CURRENT REVENUE 85,328 80,507 83,691 86,754 89,487 91,638 94,364 97,113 log Other Revenue 110 Grants 1,549 869 869 889 910 931 953 975 113 Carryovers/Supplementals frm Add'I Reven 1,888 0 0 0 0 0 0 0 116 Meters-Within Parking Districts 2,454 2,405 2,464 2,464 2,464 2,464 2,464 2,464 117 Trash Hauler Occupation Tax 1,399 1,187 1,642 1,658 1,675 1,692 1,709 1,726 121 Education Excise Tax (to Fund Balance Re 491 0 0 0 0 0 0 0 122 .15 Sales Tax 3,787 3,644 3,804, 3,957, 4,093 4,233 4,373 4,373 124 SUB-TOTAL OTHER REVENUE 11,568 8,105 8,779 8,969 9,142, 9,320, 9,499 92538 CITY OF BOULDER 2011 FUND FINANCIAL GENERALFUND (in $1,000s) A B CD CH CI CK CM CO CQ CS 5 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED 6 2009 2010 2011 2012 2013 2014 2015 2016 126 TRANSFERS IN: 134 Cost Allocation - Current Opr Costs-All Fun 6,552 6,994 7,218 7,434 7,657 7,887 8,124 8,367 137 Other Transfers 72 104 28 28 28 28 28 28 153 Mall Reimbursement from CAGID (see Rev, 500 500 44 0 0 0 0 0 156 SUB-TOTAL TRANSFERS IN 7,124 7,598 7,290 7,462 7,685 7,915 8,152 8,395 157 ANNUAL SOURCES (EXCLUDING FUND BAL 104,020 96,210 99,760 103,185 106,314 108,873 112,015 115,046 158 TOTAL SOURCES OF FUNDS 118,658 107,908 111,490 114,227 117,635 120,346 123,464 127,087 160 USES OF FUNDS 161 City Council 333 236 171 175 179 183 187 192 162 Municipal Court 1,592 1,715 1,801 1,843 1,886 1,931 1,976 2,022 164 City Attorney 1,583 1,864 1,933 1,978 2,024 2,072 2,120 2,169 167 City Manager 1,714 1,821 1,633 1,671 1,710 1,750 1,791 1,833 168 West Nile Virus Program 276 250 250 250 250 250 250 250 169 Economic Vitality Program 450 578 715 731 748 766 784 802 173 Clean Energy Study 0 0 260 0 0 0 0 0 174 Public Power Project 84 0 0 0 0 0 0 0 n~ 175 Conference and Visitors Bureau 764 728 732 739 761 771 794 822 N 176 Non-departmental 83 122 122 125 128 131 134 137 177 Boulder Television 18 0 0 0 0 0 0 0 178 Contingency 67 328 210 215 220 225 230 236 179 Fuel Contingency 0 190 190 194 199 204 208 213 182 Extraordinary Personnel Expense 0 120 120 123 126 129 132 135 185 Environmental Affairs 1,227 1,187 1,199 1,211 1,223 1,235 1,248 1,260 186 Waste Reduction Project (6400 Arapahoe) 4,272 0 0 0 0 0 0 0 187 DUHMD/Parking Svcs 1,121 1,181 1,237 1,266 1,295 1,326 1,357 1,388 190 Communications 681 434 713 730 747 765 783 801 192 Unemployment & Volunteer Ins 90 107 107 110 112 115 117 120 193 Property & Casualty Ins. 1,610 1,510 1,510 1,510 1,610 1,610 1,710 1,710 194 Compensated Absences 121 121 682 682 682 682 682 682 198 Information Technology 4,713 4,088 4,241 4,340 4,442 4,546 4,652 4,761 199 IT/Computer Replacement Funding 0 622 166 170 174 178 182 186 200 IT/Technology Funding 0 304 404 413 423 433 443 454 201 IT/Telecommunications Funding 0 48 48 49 51 52 53 54 203 Human Resources 1,614 1,525 1,581 1,618 1,656 1,695 1,734 1,775 204 Finance 2,297 2,352 2,890 2,958 3,027 3,098 3,170 3,244 205 Campaign Financing 0 0 46 0 46 0 46 0 206 Police 28,210 28,137 29,105 29,786 30,482 31,194 31,923 32,670 208 Fire 13,861 14,666 14,983 15,334 15,692 16,059 16,434 16,818 211 Public Works 3,277 1,774 1,815 1,858 1,901 1,946 1,991 2,038 212 Municipal Facilities Fund 0 880 880 901 922 943 965 988 214 Equipment Replacement 0 26 26 27 28 28 29 30 216 Facilities Renovation & Replacement 0 926 1,306 1,336 1,367 1,399 1,432 1,466 217 Parks 3,727 3,979 4,045 4,140 4,237 4,336 4,437 4,541 CITY OF BOULDER 2011 FUND FINANCIAL GENERALFUND (in $1,000s) A B CD CH CI CK CM CO CQ CS 5 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED 6 2009 2010 2011 2012 2013 2014 2015 2016 223 Arts 188 207 209 214 219 224 229 234 224 Real Estate (Open Space) 140 142 143 146 149 153 156 160 225 Housing/Human Services 5,374 4,953 4,903 5,017 5,134 5,254 5,377 5,503 254 Carryovers and Supplementals from Fund 4,228 0 0 0 0 0 0 0 275 Carryovers and Supplementals from Add'I 1,657 0 0 0 0 0 0 0 276 Encumbrance Carryovers from Fund Balan 316 0 0 0 0 0 0 0 280 Humane Society Bldg Loan 112 94 94 112 112 112 112 112 285 Special Purpose Reserve (2013 Add'I Payr 0 491 491 491 491 491 491 491 288 Community Sustainability 47 50 51 52 53 54 56 57 292 Depot Relocation Project 41 0 0 0 0 0 0 0 293 Police/Fire Old Hire Contribution 773 848 886 886 886 886 886 886 305 Boulder Junction Phase 1 0 0 325 0 0 0 0 0 306 Funding available for CIP 0 0 0 1,000 2,150 2,150 2,150 2,150 309 "De-Bruced" New Property Tax Increment 0 0 0 960 1,920 2,460 2,534 2,610 319 SUB-TOTAL USES 86,661 78,605 82,222 85,358 89,460 91,831 93,984 95,997 321 DEBT 322 Existing Debt 1,678 1,664 1,682 601 0 0 0 0 N 323 Waste Reduction Project (6400 Arapahoe) 800 0 443 438 433 428 423 421 w 324 Waste Reduction Bonds - One-time Adjust (30) 0 0 0 0 0 0 0 326, SUB-TOTAL DEBT 2,448 1,664 2,125 1,039 433 428 423 421 327 TRANSFERS OUT 329 Recreation Activity Fund 1,693 1,524 1,482 1,517 1,552 1,588 1,626 1,664 330 Planning and Development Services Fund 1,982 2,133 2,005 2,052 2,100 2,149 2,199 2,250 333 Affordable Housing Fund 401 325 325 332 340 348 356 364 334 Library Fund 6,032 6,198 6,149 6,293 6,440 6,591 6,745 6,902 336 Open Space Fund (Mountain Parks) 999 921 1,021 1,044 1,069 1,094 1,119 1,146 337 CAGID and UHGID Funds (Parking Meter 2,200 1,980 1,664 1,689 1,689 1,689 1,689 1,689 339 Ping and Dvlpmnt Srvcs Fund (Excise Tax 5 5 6 6 6 6 6 6 347 Utilities Fund (Fire Training Center property 93 93 93 93 93 93 93 93 350 Prop and Casualty Fund 0 0 41 41 0 0 0 0 351 Transportation Fund (excess Photo Enfcmn 0 0 0 0 0 0 0 0 352 Misc One-time Transfers 150 0 0 0 0 0 0 0 356 SUB-TOTAL TRANSFERS OUT 13,555 13,180 12,785 13,067 13,289 13,558 13,833 14,115 357 .15 ALLOCATION 358 Debt Service (Muni renovation portion) 119 120 121 118 0 0 0 0 359 Debt Service (Parks&Recreation portion) 439 439 443 435 0 0 0 0 360 O&M Four Mile Complex (P&R) 291 289 317 357 368 380 393 406 361 Dedicated Human Services 1,459 1,458 1,522 1,583 1,633 1,687 1,744 1,802 362 Dedicated Environment 292 292 304 317 327 337 349 360 363 Dedicated Youth Opportunity 292 292 304 317 327 337 349 360 365 Dedicated Arts 292 292 304 317 327 337 349 360 366 SUB-TOTAL .15 ALLOCATION 3,184 3,181 3,316 3,442 2,980 3,080 3,183 3,290 394 TOTAL USES OF FUNDS 105,848 96,630 100,448 102,906 106,162 108,897 111,423 113,822 CITY OF BOULDER 2011 FUND FINANCIAL GENERALFUND (in $1,000s) A B CD CH CI CK CM CO CQ CS 5 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED 6 2009 2010 2011 2012 2013 2014 2015 2016 395 396 SURPLUS (DEFICIT) ANNUAL REVENUE-EX (1,828) (420) (688) 279 152 (24) 592 1,224 397 INC (DEC) TO FUND BALANCE RESERVES 1,111 0 0 0 0 0 0 0 39811,699 1,27 11,042 11,321 11,47 11,449 12,041 13,265 421 422 DESIGNATIONS: Designated Reserve 10.0% 10% 10% 10% 10% 10% 10% 10% 423 Unrestricted Reserve 10,430 9,576 9,958 10,202 10,525 10,797 11,047 11,285 426 Total Reserve Designations 10,430 9,576 9,958 10,202 10,525 10,797 11,047 11,285 427 SURPLUS/(DEFICIT) vs. RESERVE GOAL 1,269 1,702 1,084 1,119 947 653 994 1,980 N N A CITY OF BOULDER 2011 FUND FINANCIAL COMMUNITY HOUSING ASSISTANCE PROGRAM FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUND BALANCE Beginning of Year $1,747,580 $1,312,757 $55,707 $36,971 $39,900 $42,874 $45,895 $48,965 SOURCES OF FUNDS: Base Property Tax $1,501,780 $1,476,074 $1,483,454 $1,498,289 $1,498,289 $1,543,238 $1,589,535 $1,637,221 De-Bruced Property Tax $192,000 $288,000 $384,000 $480,000 $534,000 $550,020 $566,521 Housing Excise Tax $156,587 $150,000 $90,000 $150,000 $235,000 $250,000 $250,000 $200,000 Interest $55,267 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 Transfer from CDBG/interest for sec 108 loan Loan repayment $0 $113,220 $45,900 $1,710,000 Proceeds from Sale of Units Other $300 TOTAL SOURCES OF FUNDS $1,713,934 $1,981,294 $1,957,354 $3,792,289 $2,263,289 $2,377,238 $2,439,555 $2,453,742 USES OF FUNDS: Operating: Program Management $268,938 $372,632 $337,460 $350,958 $364,997 $379,597 $394,780 $410,572 Housing Authority Transfer $74,939 $75,237 $75,725 $77,310 $79,025 $80,780 $82,575 $83,701 Total Operating Uses of Funds $343,878 $447,869 $413,185 $428,268 $444,022 $460,377 $477,355 $494,273 N N Transfers to Other Funds Cost Allocation $26,511 $35,747 $36,891 $38,367 $39,901 $41,497 $43,157 $44,884 Excise Tax Administration $5,289 $5,448 $5,611 $5,779 $5,953 $6,131 $6,315 $6,505 Total Transfers to Other Funds $31,800 $41,195 $42,502 $44,146 $45,854 $47,629 $49,473 $51,388 Housing Project Grants/Funding: Acquisition/Rehabilitation/Construction $1,773,080 $1,465,966 $1,520,403 $3,316,946 $1,770,439 $1,866,211 $1,909,657 $1,904,960 Bridge Loan Total Capital Improvements Program $1,773,080 $1,465,966 $1,520,403 $3,316,946 $1,770,439 $1,866,211 $1,909,657 $1,904,960 Project Carryovers & Encumbrances $1,283,314 TOTAL USES OF FUNDS $2,148,757 $3,238,344 $1,976,090 $3,789,360 $2,260,315 $2,374,217 $2,436,485 $2,450,621 UNRESTRICTED FUND BALANCE $1,312,757 $55,707 $36,971 $39,900 $42,874 $45,895 $48,965 $52,085 DESIGNATIONS: Designated Reserve ` $0 $0 $0 $0 $0 $0 $0 $0 Sick/Vacation/Bonus Liability $13,277 $27,135 $28,220 $29,349 $30,523 $31,744 $33,014 $34,334 Pay Period 27 Reserve $5,151 $6,951 $8,751 $10,551 $12,351 $14,151 $15,951 $17,751 Total Reserve $18,428 $34,086 $36,971 $39,900 $42,874 $45,895 $48,965 $52,085 SURPLUS/(DEFICIT) vs. RESERVE GOAL $1,294,329 $21,621 ($0) $0 ($0) ($0) $0 $0 There is no need for a "designated reserve" as the CHAP allocation process allows the Housing Project Funding to function as a reserve. CITY OF BOULDER 2011 FUND FINANCIAL CAPITAL DEVELOPMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $4,368,781 $4,763,241 $4,502,914 $4,680,972 $4,805,199 $4,990,485 $5,042,927 $5,095,581 SOURCES OF FUNDS Excise Taxes $287,755 $250,000 $260,000 $134,500 $134,500 $0 $0 $0 Interest - Excise Taxes $133,207 $90,241 $46,517 $48,378 $49,675 $51,612 $52,155 $52,700 Impact Fees $0 $0 $72,000 $72,000 $72,000 $72,000 $72,000 $72,000 Interest - Impact Fees $0 $0 $756 $1,512 $2,268 $3,024 $3,780 $4,536 TOTAL SOURCES OF FUNDS $420,962 $340,241 $379,273 $256,390 $258,443 $126,636 $127,935 $129,236 USES OF FUNDS Cost Allocation $21,213 $15,120 $15,604 $16,384 $17,203 $18,064 $18,967 $19,915 Excise Tax Administration $5,289 $5,448 $5,611 $5,779 $5,953 $6,131 $6,315 $6,315 Total Operating Uses of Funds $26,502 $20,568 $21,215 $22,163 $23,156 $24,195 $25,282 $26,230 Projects - Excise Tax $0 $580,000 $180,000 $110,000 $50,000 $50,000 $50,000 $50,000 Projects - Impact Fees $0 $0 $0 $0 $0 $0 $0 $0 Total Project Uses of Funds $0 $580,000 $180,000 $110,000 $50,000 $50,000 $50,000 $50,000 N Carryovers & Encumbrances - Excise Tax $0 $0 $0 $0 $0 $0 $0 $0 Carryovers & Encumbrances - Impact Fees $0 $0 $0 $0 $0 $0 $0 $0 TOTAL USES OF FUNDS $26,502 $600,568 $201,215 $132,163 $73,156 $74,195 $75,282 $76,230 FUND BALANCE - END OF YEAR $4,763,241 $4,502,914 $4,680,972 $4,805,199 $4,990,485 $5,042,927 $5,095,581 $5,148,586 Restricted Reserve - Excise Tax $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 Restricted Balance - Excise Tax $4,263,241 $4,002,914 $4,108,216 $4,231,687 $4,416,217 $4,467,903 $4,519,801 $4,572,050 Restricted Balance - Impact Fee $0 $0 $72,756 $73,512 $74,268 $75,024 $75,780 $76,536 $4,763,241 $4,502,914 $4,680,972 $4,805,199 $4,990,485 $5,042,927 $5,095,581 $5,148,586 SURPLUS (DEFICIT) vs RESERVES $0 $0 $0 $0 $0 $0 $0 $0 Excise Tax Minimum Fund Balance = $500,000 CITY OF BOULDER 2011 FUND FINANCIAL LOTTERY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 1,735,614 1,511,920 459,279 399,847 344,977 294,693 249,018 207,974 SOURCES OF FUNDS Intergovernmental Revenues 928,534 894,674 912,567 917,130 921,716 926,325 930,956 935,611 Interest Income 49,740 41,000 28,000 28,000 28,000 28,000 28,000 28,000 TOTAL SOURCES OF FUNDS 978,274 935,674 940,567 945,130 949,716 954,325 958,956 963,611 USES OF FUNDS Operating Habitat Restoration - P & R 105,120 190,000 90,000 90,000 90,000 90,000 90,000 90,000 Capital Refurbishment - P & R 199,994 35,000 35,000 35,000 35,000 35,000 35,000 35,000 Total Operating Uses of Funds 305,114 225,000 125,000 125,000 125,000 125,000 125,000 125,000 Transfers To Other Funds N Cost Allocation 0 0 0 0 0 0 0 0 Debt Service Total Debt Service 0 0 0 0 0 0 0 0 Capital Improvement Program Capital Projects - P& R 0 0 0 0 0 0 0 0 Playground Renovation 47,609 300,000 300,000 300,000 300,000 300,000 300,000 300,000 Tributary Greenways - Public Works 312,177 150,000 150,000 150,000 150,000 150,000 150,000 150,000 Capital Projects - OSMP 537,068 525,000 425,000 425,000 425,000 425,000 425,000 425,000 Total Capital Improvement Program 896,854 975,000 875,000 875,000 875,000 875,000 875,000 875,000 Carryovers and Encumbrances 788,315 0 0 0 0 0 0 TOTAL USES OF FUNDS 1,201,968 1,988,315 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 UNRESTRICTED FUND BALANCE 1,511,920 459,279 399,847 344,977 294,693 249,018 207,974 171,585 CITY OF BOULDER 2011 FUND FINANCIAL AFFORDABLE HOUSING FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUND BALANCE Beginning of Year $1,634,728 $2,696,289 $23,357 $26,793 $30,254 $33,740 $37,255 $40,798 SOURCES OF FUNDS: Cash In Lieu of Affordable Units $2,130,628 $6,250,000 $1,500,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Transfer from General Fund $401,000 $324,663 $324,663 $324,663 $324,663 $324,663 $324,663 $324,663 Fannie Mae Line of Credit Proceeds Proceeds from Line of Credit Projects (Pollard)* $156,000 $156,000 $156,000 $156,000 $156,000 $156,000 $156,000 $156,000 Interest $71,727 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 Loan repayment $0 $12,580 $5,100 $190,000 Proceeds from Sale of Units $29,200 Fees from Resale of Units $2,700 $0 $0 $0 $0 $0 $0 $0 TOTAL SOURCES OF FUNDS $2,791,255 $6,793,243 $2,035,763 $1,720,663 $1,530,663 $1,530,663 $1,530,663 $1,530,663 USES OF FUNDS: Operating: Program Management $349,607 $378,830 $329,944 $343,142 $356,867 $371,142 $385,988 $401,427 N Housing Authority Transfer $101,000 $101,000 $101,000 $103,020 $105,080 $107,182 $109,326 $111,512 Total Operating Uses of Funds $450,607 $479,830 $430,944 $446,162 $461,948 $478,324 $495,313 $512,939 Transfers to Other Funds Cost Allocation $25,706 $40,838 $42,145 $43,831 $45,584 $47,407 $49,304 $51,276 Total Transfers to Other Funds $25,706 $40,838 $42,145 $43,831 $45,584 $47,407 $49,304 $51,276 Debt Service & Fees on Fannie Mae Line of Credit Debt Service on BTV-Pollard site $229,143 $219,358 Housing Project Grants/Funding: Acquisition/Rehabilitation/Construction $954,229 $6,049,673 $1,559,238 $1,227,210 $1,019,644 $1,001,417 $982,503 $962,875 Affordable Housing Fee Waivers $70,010 $0 $0 $0 $0 $0 $0 $0 Bridge Loan BoulderTransit Village Wor Mapleton MHP Total Capital Improvements Program $1,024,238 $6,049,673 $1,559,238 $1,227,210 $1,019,644 $1,001,417 $982,503 $962,875 Project Carryovers & Encumbrances $2,676,476 TOTAL USES OF FUNDS $1,729,694 $9,466,175 $2,032,327 $1,717,203 $1,527,176 $1,527,149 $1,527,120 $1,527,090 mmmmid CITY OF BOULDER 2011 FUND FINANCIAL AFFORDABLE HOUSING FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNRESTRICTED FUND BALANCE $2,696,289 $23,357 $26,793 $30,254 $33,740 $37,255 $40,798 $44,370 DESIGNATIONS: Designated Reserve * $0 $0 $0 $0 $0 $0 $0 $0 Sick/Vacation/Bonus Liability $2,633 $15,877 $16,512 $17,173 $17,859 $18,574 $19,317 $20,089 Pay Period 27 Reserve $4,681 $7,481 $10,281 $13,081 $15,881 $18,681 $21,481 $24,281 Total Reserve $7,314 $23,358 $26,793 $30,254 $33,740 $37,255 $40,798 $44,370 SURPLUS/(DEFICIT) vs. RESERVE GOAL $2,688,975 ($1) $0 ($0) $0 $0 ($0) ($0) * There is no need for a "designated reserve" as funds will only be allocated after they have been collected rather than based upon revenue projections. The AHF allocation process allows Housing Project Funding to function as a reserve. * Final Payment on the BTV-Pollard site will be made in 2010. N N CITY OF BOULDER 2011 FUND FINANCIAL PLANNING & DEVELOPMENT SERVICES 2009 2010 2011 2012 2013 2014 2015 2016 ACTUALS REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $6,800,347 $5,709,833 $4,582,740 $3,765,109 $3,323,180 $2,948,570 $2,680,877 $2,538,416 SOURCES OF FUNDS General Fund Transfer $1,981,862 $2,132,783 $2,004,874 $2,065,020 $2,126,971 $2,190,780 $2,256,503 $2,324,198 Restricted Funds' Transfers (Public Works) $674,105 $694,329 $715,158 $736,613 $758,712 $781,473 $804,917 $829,065 Restricted Funds' Transfers (Excise Tax Administration) $26,443 $27,236 $28,053 $28,895 $29,762 $30,655 $31,574 $32,521 Gants $41,653 $36,971 State Historic Tax Credit $4,152 Fees & Permits $4,587,383 $4,705,960 $4,993,323 $5,529,078 $5,794,951 $6,088,808 $6,418,982 $6,717,786 Transfer from Other funds for Urban Wildlife Coordinator $13,140 $13,534 $13,940 $14,358 $14,789 $15,233 Interest on Investments $188,178 $87,765 $114,081 $131,779 $116,311 $117,943 $107,235 $101,537 TOTAL SOURCES OF FUNDS $7,503,776 $7,685,043 $7,868,630 $8,504,920 $8,840,647 $9,224,017 $9,634,001 $10,020,340 USES OF FUNDS Operating— Administrative, Financial and Communications Services $1,875,056 $1,727,162 $1,684,454 $1,734,987 $1,787,037 $1,840,648 $1,895,867 $1,952,743 Information Resources $1,032,603 $1,015,696 $1,037,553 $1,068,679 $1,100,740 $1,133,762 $1,167,775 $1,202,808 N Long Range Planning $814,162 $801,111 $812,868 $837,254 $862,372 $888,243 $914,890 $942,337 ca Land Use Review $884,769 $942,051 $927,638 $955,467 $984,131 $1,013,655 $1,044,065 $1,075,387 C) Engineering Review $1,279,989 $1,354,174 $1,380,223 $1,421,629 $1,464,278 $1,508,206 $1,553,453 $1,600,056 Floodplain & Wetland Management $10,242 $26,795 $26,795 $27,599 $28,427 $29,280 $30,158 $31,063 Building Construction and Inspection Services $1,021,335 $1,103,510 $1,117,298 $1,150,817 $1,185,341 $1,220,901 $1,257,528 $1,295,254 Environmental and Zoning Enforcement $497,250 $492,845 $380,443 $391,856 $403,612 $415,720 $428,192 $441,037 TOTAL OPERATING USES OF FUNDS $7,415,406 $7,463,344 $7,367,271 $7,588,289 $7,815,937 $8,050,416 $8,291,928 $8,540,686 Additional Operating Costs-- Proposed Reductions (one-time) ($680,000) Transfers to Other Funds-- Cost Allocation $1,178,885 $1,278,090 $1,318,989 $1,358,559 $1,399,315 $1,441,295 $1,484,534 $1,529,070 TOTAL TRANSFERS TO OTHER FUNDS $1,178,885 $1,278,090 $1,318,989 $1,358,559 $1,399,315 $1,441,295 $1,484,534 $1,529,070 ENCUMBRANCES, CARRYOVERS, ATBs $750,702 TOTAL USES OF FUNDS $8,594,291 $8,812,136 $8,686,261 $8,946,849 $9,215,256 $9,491,711 $9,776,462 $10,069,756 UNRESTRICTED FUND BALANCE $5,709,833 $4,582,740 $3,765,109 $3,323,180 $2,948,570 $2,680,877 $2,538,416 $2,489,000 Operating Reserve (Goal: 10% of operating revenue) $458,738 $470,596 $500,646 $554,261 $580,889 $610,317 $643,377 $673,302 State Historic Tax Credit Fund $6,600 $6,600 $6,600 $6,600 $6,600 $6,600 $6,600 $6,600 Pay Period 27 Liability $120,948 $172,948 $224,948 $276,948 $328,948 $380,948 $432,948 $484,948 Sick/Vacation/Bonus Accrual Adjustment $335,879 $342,597 $349,449 $356,437 $363,566 $370,838 $378,254 $385,819 SURPLUS (DEFICIT) vs. RESERVE GOAL $4,787,667 $3,590,000 $2,683,466 $2,128,931 $1,668,564 $1,312,171 $1,077,230 $938,323 CITY OF BOULDER 2011 FUND FINANCIAL .25 CENT SALES TAX FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 4,028,271 3,450,647 1,603,925 1,241,462 1,196,631 1,174,889 1,455,002 1,858,626 SOURCES OF FUNDS Sales Tax 6,236,349 6,073,009 6,340,112 6,595,710 6,822,039 7,055,162 7,288,480 7,529,518 Interest 121,566 123,937 126,354 128,818 131,330 133,890 136,501 139,163 Intergovernmental Revenue - - - - - Grants and Donations 112,843 - - - - Other Revenue 108,777 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Bond Refinancing 12,486,603 TOTAL SOURCES OF FUNDS 19,066,138 6,211,946 6,481,466 6,739,528 6,968,369 7,204,052 7,439,981 7,683,681 Transfers From Other Funds Fund 226 Transfer to Close Fund USES OF FUNDS Land Operations and Maintenance 1,527,795 1,629,641 1,635,315 1,679,874 1,725,771 1,773,044 1,821,735 1,871,887 Administration 355,366 299,820 535,265 551,323 567,863 584,898 602,445 620,519 Planning and Project Management 127,479 134,589 106,481 109,675 112,966 116,355 119,845 123,441 Sports Field Maintenance ~N Civic Park Complex 63,004 75,000 75,000 75,000 75,000 75,000 75,000 75,000 Historical & Cultural 87,524 50,000 50,000 50,000 50,000 50,000 50,000 50,000 FAM - Ongoing and Major Maintenance 451,051 450,262 450,262 463,770 477,683 492,013 506,774 521,977 Recreation Renovation and Refurbishment (R&R) 108,862 200,000 306,000 315,180 324,635 334,374 344,406 354,738 Parks Renovation and Refurbishment (R&R) 502,823 370,000 300,000 309,000 318,270 327,818 337,653 Capital Refurbishment Projects 655,772 Total Operating Uses of Funds 3,376,853 3,195,135 3,528,323 3,544,822 3,642,918 3,743,955 3,848,023 3,955,214 Transfers To Other Funds Cost Allocation 202,291 246,808 254,706 262,347 270,218 278,324 286,674 295,274 Total Transfers 202,291 246,808 254,706 262,347 270,218 278,324 286,674 295,274 Debt Service Total Debt Service 14,663,412 2,177,700 2,175,900 2,402,190 2,401,975 2,401,660 2,401,660 2,401,660 Capital Improvement Program Capital Projects 1,401,207 600,000 885,000 575,000 675,000 500,000 500,000 500,000 Carryovers & Encumbrances 1,839,024 TOTAL USES OF FUNDS 19,643,763 8,058,667 6,843,929 6,784,359 6,990,110 6,923,939 7,036,357 7,152,148 FUND BALANCE END OF YEAR 3,450,647 1,603,925 1,241,462 1,196,631 1,174,889 1,455,002 1,858,626 2,390,160 Designations: Newcomer Legacy (187,949) - - - - Pay Period 27 - 2013 Reserve (32,711) (41,711) (52,739) (64,209) (76,137) (9,000) (18,720) (28,829) Sick & Vacation Liability Reserve (151,423) (155,966) (160,645) (165,464) (170,428) (175,541) (180,807) (186,231) SURPLUS/(DEFICIT) VS. RESERVE GOAL 3,078,564 1,406,249 1,028,078 966,958 928,324 1,270,462 1,659,100 2,175,100 CITY OF BOULDER 2011 FUND FINANCIAL LIBRARY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year 342,282 390,617 257,676 257,676 257,676 257,676 257,676 257,676 SOURCES OF FUNDS Library Fund Revenues Property Tax 625,154 587,505 737,408 783,582 823,582 864,290 883,558 903,405 Fees: Overdue Fines and Fees 142,941 115,000 115,000 115,000 120,000 120,000 120,000 120,000 Facility Rental 9,463 5,000 5,000 5,000 5,000 5,000 5,000 5,000 Food Service 2,740 3,600 3,600 3,600 3,600 3,600 3,600 3,600 Interest on Investment 17,493 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Gifts Miscellaneous/Third Party Revenues 74,109 24,000 24,000 24,000 24,000 24,000 24,000 24,000 Total Library Fund Revenues 871,900 750,105 900,008 946,182 991,182 1,031,890 1,051,158 1,071,005 Transfer from the General Fund 6,032,416 6,198,342 6,149,302 6,244,114 6,342,920 6,448,894 6,579,242 6,712,003 TOTAL SOURCES OF FUNDS 6,904,316 6,948,447 7,049,310 7,190,296 7,334,102 7,480,784 7,630,400 7,783,008 N N USES OF FUNDS Operating Programs 6,855,981 6,948,447 7,049,310 7,190,296 7,334,102 7,480,784 7,630,400 7,783,008 Fund Balance Expenditures - - - - Total Operating Uses of Funds 6,855,981 6,948,447 7,049,310 7,190,296 7,334,102 7,480,784 7,630,400 7,783,008 Carryovers and Encumbrances Carryover Budget Carryover Encumbrances 13,441 Total Carryovers and Encumbrances 13,441 Mid Year Adjustments to Base May, 2010 ATB 119,500 Total Mid Year Adjustments to Base 119,500 TOTAL USES OF FUNDS 6,855,981 7,081,388 7,049,310 7,190,296 7,334,102 7,480,784 7,630,400 7,783,008 UNRESTRICTED FUND BALANCE 390,617 257,676 257,676 257,676 257,676 257,676 257,676 257,676 DESIGNATIONS Designated Reserve - 10% of LF Revenues 87,190 75,011 90,001 94,618 99,118 103,189 105,116 107,101 (changed from 5% to 10% beginning in 2004) SURPLUS/DEFICIT vs.RESERVE GOAL 303,427 182,666 167,675 163,058 158,558 154,487 152,560 150,576 CITY OF BOULDER 2011 FUND FINANCIAL RECREATION ACTIVITY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 1,720,219 1,193,729 656,731 630,399 580,046 505,313 405,834 281,237 SOURCES OF FUNDS Golf Revenue 1,406,761 1,427,862 1,449,280 1,471,020 1,493,085 1,515,481 1,538,213 1,561,287 Reservoir Revenue 801,832 813,859 826,067 838,458 851,035 863,801 876,758 889,909 Recreation Centers 1,859,332 1,887,222 2,053,530 2,084,333 2,115,598 2,147,332 2,179,542 2,212,235 Recreation Programs 1,737,253 1,763,312 1,789,761 1,816,608 1,843,857 1,871,515 1,899,588 1,928,081 Aquatics 609,330 618,470 627,747 637,163 646,721 656,421 666,268 676,262 Sports 1,191, 914 1,201,283 1,219, 302 1,237,592 1,256,156 1,274, 998 1,294,123 1,313,535 Ballfield Rentals 211,919 237,545 241,108 244,725 248,396 252,122 255,903 259,742 Access and Inclusion 179,511 182,204 184,937 187,711 190,526 193,384 196,285 199,229 Recreation Revenue 31,091 9,110 9,247 9,385 9,526 9,669 9,814 9,961 Interest Income 49,426 50,587 51,118 51,885 52,663 53,453 54,255 55,069 Transfers from the General Fund (GF) 1,693,279 1,524,290 1,482,017 1,482,017 1,482,017 1,482,017 1,482,017 1,482,017 Transfers from Worker's Compensation 80,000 80,000 80,000 80,000 80,000 80,000 80,000 80,000 Transfers from Transportation Fund 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 TOTAL SOURCES OF FUNDS 9,864,648 9,808,744 10,027,115 10,153,896 10,282,580 10,413,193 10,545,766 10,680,327 N USES OF FUNDS w Recreation Administration 576,117 392,778 563,524 571,977 580,557 589,265 598,104 607,076 Marketing 216,106 188,296 114,500 116,218 117,961 119,730 121,526 123,349 Golf 1,333,439 1,445,043 1,327,124 1,347,031 1,367,236 1,387,745 1,408, 561 1,429,689 Reservoir 690,568 654,232 747,472 758,684 770,064 781,615 793,339 805,239 Recreation Centers/Facilities 1,889,139 2,024,786 1,992,881 2,022,774 2,053,116 2,083,912 2,115,171 2,146,899 Recreation Programs 2,311,530 2,310,462 2,157,156 2,189,513 2,222,356 2,255,691 2,289,527 2,323,869 Aquatics 999,690 1,001,895 947,314 961,524 975,947 990,586 1,005,445 1,020,527 Sports 797,577 910,029 841,622 854,246 867,060 880,066 893,267 906,666 Ballfields Maintenance 591,215 605,602 583,563 592,316 601,201 610,219 619,372 628,663 Access and Inclusion 936,331 798,425 778,292 789,967 801,816 813,843 826,051 838,442 TOTAL USES OF FUNDS 10,341,712 10,331,548 10,053,447 10,204,249 10,357,313 10,512,672 10,670,363 10,830,418 Transfers To Other Funds Transfer to the General Fund 49,426 Total Transfers 49,426 - - - - - - - Carryovers & Encumberences 14,194 TOTAL USES OF FUNDS 10,391,138 10,345,742 10,053,447 10,204,249 10,357,313 10,512,672 10,670,363 10,830,418 TOTAL FUND BALANCE 1,193,729 656,731 630,399 580,046 505,313 405,834 281,237 131,146 Pay Period 27 - 2013 Reserve (121,290) (168,290) (215,290) (262,290) (309,290) (47,000) (94,000) (141,000) Operating Reserve (50,000) (50,000) (50,000) (50,000) (50,000) (50,000) (50,000) (50,000) Total Reserves (171,290) (218,290) (265,290) (312,290) (359,290) (97,000) (144,000) (191,000) UNRESTRICTED FUND BALANCE 1,022,439 438,441 365,109 267,756 146,023 308,834 137,237 (59,854) CITY OF BOULDER 2011 FUND FINANCIAL CLIMATE ACTION PLAN FUND 2009 2010 2011 2012 2013 ACTUAL REVISED APPROVED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 164,987 663,926 74,293 74,293 114,639 SOURCES OF FUNDS Climate Action Plan Tax (1.0) 1,212,101 1,644,000 1,560,730 1,504,773 1,450,358 Transfer from General Fund 0 0 0 0 0 Interest 6,653 0 9,000 9,135 9,272 Miscellaneous 8,362 0 0 0 0 Grant Revenue 0 367,800 0 0 0 TOTAL SOURCES OF FUNDS 1,227,116 2,011,800 1,569,730 1,513,908 1,459,630 USES OF FUNDS Operating 150,310 146,311 87,525 4,715 4,715 w CAP Program Mgmt 23,698 68,088 97,379 68,088 68,088 CAP Education & Marketing 144,468 144,500 215,939 124,500 124,500 CAP Transportation 14,324 46,000 60,000 60,000 60,000 CAP Commercial 185,838 705,930 605,067 658,462 657,953 CAP Residential 209,538 498,171 503,819 557,797 511,677 Total OPERATING USES OF FUNDS 728,176 1,609,000 1,569,730 1,473,562 1,426,934 ENCUMBRANCES, CARRYOVERS, ATBS 0 992,434 0 0 0 TOTAL USES OF FUNDS 728,176 2,601,434 1,569,730 1,473,562 1,426,934 UNRESTRICTED FUND BALANCE 663,926 74,293 74,293 114,639 147,335 Designated Reserves Pay Period 27 - 2013 Reserve 2,500 6,000 9,500 13,000 16,500 Sick, Vacation, Liability Reserve 1,528 1,581 1,637 1,694 1,753 Emergency Reserve 50,000 50,000 50,000 50,000 50,000 Total Reserves 54,028 57,581 61,137 64,694 68,253 SURPLUS/(DEFICIT) vs. RESERVE GOAL 609,898 16,711 13,156 49,945 79,082 CAP Tax sunsets in March of 2013 CITY OF BOULDER 2011 FUND FINANCIAL AIRPORT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $444,918 $332,627 $302,660 $261,515 $257,368 $252,610 $331,703 $412,683 SOURCES OF FUNDS Airport Rental $390,686 $387,200 $406,000 $432,504 $445,479 $543,323 $559,623 $576,412 Fuel Flowage Fees 4,204 4,204 4,204 4,204 4,204 4,204 4,204 4,204 Federal Grant 31,437 0 900,000 0 0 0 0 0 State Grant 827 0 23,684 0 0 0 0 0 Miscellaneous Revenues 1,713 0 0 0 0 0 0 0 Interest on Investments 15,908 12,000 12,000 12,000 12,000 12,000 12,000 12,000 Sale of Land 0 0 0 500,000 0 0 0 0 ATB/Carryovers 0 32,000 0 0 0 0 0 0 TOTAL SOURCES OF FUNDS $444,775 $435,404 $1,345,888 $948,708 $461,683 $559,527 $575,827 $592,616 USES OF FUNDS Operating: Airport Management $427,670 $316,935 $320,086 $329,689 $339,579 $349,767 $360,260 $371,067 w Transportation Administration 19,833 24,721 24,929 25,677 26,447 27,241 28,058 28,900 Subtotal Operating Uses of Funds $447,503 $341,656 $345,015 $355,365 $366,026 $377,007 $388,317 $399,967 Transfers: Cost Allocation $76,472 $91,715 $94,650 $97,490 $100,414 $103,427 $106,529 $109,725 Subtotal Transfers to Other Funds $76,472 $91,715 $94,650 $97,490 $100,414 $103,427 $106,529 $109,725 TOTAL OPERATING USES OF FUNDS $523,975 $433,371 $439,665 $452,855 $466,441 $480,434 $494,847 $509,692 TOTAL CAPITAL USES OF FUNDS $33,091 $0 $947,368 $500,000 $0 $0 $0 $0 MID-YEAR ADJUSTMENTS-TO-BASE 0 32,000 0 0 0 0 0 0 TOTAL USES OF FUNDS $557,066 $465,371 $1,387,033 $952,855 $466,441 $480,434 $494,847 $509,692 FUND BALANCE - END OF YEAR $332,627 $302,660 $261,515 $257,368 $252,610 $331,703 $412,683 $495,607 Designations: Designated Reserve 130,994 108,343 109,916 113,214 116,610 120,108 123,712 127,423 Sick & Vacation Liability Reserve 5,770 5,943 6,121 6,305 6,494 6,689 6,890 7,096 Pay Period 27 - 2013 Reserve 1,996 3,196 4,396 5,596 6,796 7,796 8,796 9,796 Less: Total Reserve Designations 138,760 117,482 120,434 125,115 129,900 134,593 139,397 144,315 SURPLUS/(DEFICIT) vs. RESERVE GOAL $193,867 $185,178 $141,081 $132,253 $122,709 $197,110 $273,286 $351,291 CITY OF BOULDER 2011 FUND FINANCIAL TRANSPORTATION FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE $9,345,167 $7,886,279 $1,723,415 $2,137,810 $2,167,827 $2,282,275 $3,483,569 $2,544,413 SOURCES OF FUNDS Sales Tax $14,935,945 $14,542,993 $15,182,911 $15,795,179 $16,337,161 $16,895,406 $17,454,116 $18,032,603 City-Auto Registrations 246,007 246,007 246,007 246,007 246,007 246,007 246,007 246,007 County Road & Bridge 224,480 224,480 224,480 224,480 224,480 224,480 224,480 224,480 Highway User's Tax 2,133,670 2,186,352 2,186,352 2,186,352 2,186,352 2,186,352 2,186,352 2,186,352 St. Traffic Control & Hwy Maint. & Landscape 332,890 332,890 332,890 332,890 332,890 332,890 332,890 332,890 Reimbursements 119,124 200,000 200,000 200,000 200,000 200,000 200,000 200,000 External Funding 5,173,198 11,020,077 0 0 0 0 0 0 Federal/State Grants 33,373 0 0 0 0 0 0 0 Interest on Investments 211,674 140,000 80,000 80,000 80,000 90,000 100,000 100,000 Assessment Revenues 19,445 50,000 50,000 50,000 50,000 50,000 50,000 50,000 Lease Revenue - BTV 95,848 84,000 84,000 84,000 84,000 84,000 0 0 Other Miscellaneous 40,006 15,000 15,000 15,000 15,000 15,000 15,000 15,000 Land Disposal Estimates 0 393,000 474,380 0 0 1,215,000 0 Iv Transfers from Other Funds 0 63,811 0 120,000 120,000 120,000 75,734 0 w ATB's/Carryovers 0 1,756,504 0 0 0 0 0 0 HOP Reimbursement (RTD) 1,298,163 1,240,395 1,290,011 1,341,611 1,395,276 1,451,087 1,509,130 1,569,495 TOTAL SOURCES OF FUNDS $24,863,823 $32,495,509 $20,366,031 $20,675,519 $21,271,166 $23,110,222 $22,393,709 $22,956,827 USES OF FUNDS Operating: Transportation Planning & Operations $7,555,633 7,927,404 7,846,688 8,082,089 8,364,962 8,657,736 8,960,756 9,274,383 Project Management $2,734,033 2,743,048 2,779,965 2,863,364 2,963,581 3,067,307 3,174,663 3,285,776 Transportation Maintenance $4,069,155 4,089,321 4,107,704 4,535,246 4,686,104 4,842,243 5,003,846 5,171,106 Transportation Administration $570,931 562,220 607,337 625,557 647,452 670,112 693,566 717,841 Other Programs $171,859 172,854 173,451 178,655 184,907 191,379 198,077 205,010 - - - - - - - - - - - - - - - - - - Subtotal Operating Uses of Funds $15,101,611 $15,494,848 $15,515,145 $16,284,910 $16,847,007 $17,428,777 $18,030,909 $18,654,116 Transfers: Cost Allocation 1,124,946 1,182,026 1,219,851 1,256,447 1,294,140 1,332,964 1,372,953 1,414,142 Forest Glen GID 3,042 3,194 4,126 0 0 0 0 0 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 Planning & Development Services Fund 195,974 201,853 207,909 214,146 220,570 227,188 234,003 241,023 - - - - - - - - - - - - - - - - - Subtotal Transfers to Other Funds $1,364,962 $1,428,073 $1,472,886 $1,511,593 $1,555,710 $1,601,152 $1,647,956 $1,696,165 CITY OF BOULDER 2011 FUND FINANCIAL TRANSPORTATION FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED Debt Payments: Boulder Transit Village $123,393 $133,062 $9,605 $0 $0 $0 $0 $0 TOTAL OPERATING USES OF FUNDS $16,589,966 $17,055,983 $16,997,636 $17,796,502 $18,402,717 $19,029,928 $19,678,865 $20,350,281 Capital Improvements Program: TOTAL CAPITAL USES OF FUNDS $9,732,745 $6,184,000 $2,954,000 $2,849,000 $2,754,000 $2,879,000 $3,654,000 $2,554,000 CARRYOVERS & ENCUMBRANCES 0 14,629,140 0 0 0 0 0 0 MID-YEAR ADJUSTMENTS-TO-BASE 0 789,250 0 0 0 0 0 0 TOTAL USES OF FUNDS $26,322,711 $38,658,373 $19,951,636 $20,645,502 $21,156,717 $21,908,928 $23,332,865 $22,904,281 FUND BALANCE - END OF YEAR $7,886,279 $1,723,415 $2,137,810 $2,167,827 $2,282,275 $3,483,569 $2,544,413 $2,596,959 Iv Designations: w Sick & Vacation Liability Reserve 145,688 150,059 154,560 159,197 163,973 168,892 173,959 179,178 y Operating Reserve 475,000 475,000 475,000 475,000 475,000 475,000 475,000 475,000 Pay Period 27 - 2017 Reserve 180,351 230,351 280,351 330,351 380,351 420,351 460,351 500,351 Less: Total Reserve Designations 801,039 855,410 909,911 964,548 1,019,324 1,064,243 1,109,310 1,154,529 SURPLUS/(DEFICIT) vs. RESERVE GOAL $7,085,240 $868,005 $1,227,898 $1,203,278 $1,262,951 $2,419,325 $1,435,103 $1,442,430 CITY OF BOULDER 2011 FUND FINANCIAL TRANSPORTATION DEVELOPMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $2,575,450 $2,056,048 $205,926 $197,366 $152,092 $205,165 $156,524 $206,104 SOURCES OF FUNDS Transportation Excise Tax 518,240 290,000 585,000 650,000 650,000 650,000 650,000 650,000 Interest Income 80,273 40,000 20,000 20,000 20,000 20,000 20,000 20,000 External Funding 630,817 3,019,847 0 0 0 0 0 0 Reimbursements 0 100,000 100,000 100,000 100,000 100,000 100,000 100,000 TOTAL SOURCES OF FUNDS $1,229,330 $3,449,847 $705,000 $770,000 $770,000 $770,000 $770,000 $770,000 USES OF FUNDS Operating: Operating Expenditures $66,008 127,870 178,233 179,487 180,667 181,893 183,169 184,496 N Subtotal Operating Uses of Funds $66,008 $127,870 $178,233 $179,487 $180,667 $181,893 $183,169 $184,496 w O0 Transfers: Cost Allocation 8,202 9,415 9,716 10,007 10,308 10,617 10,935 11,264 Excise Tax Administration 5,289 5,448 5,611 5,779 5,953 6,131 6,315 6,505 Subtotal Transfers to Other Funds 13,491 14,863 15,327 15,787 16,260 16,748 17,251 17,768 TOTAL OPERATING USES OF FUNDS $79,499 $142,733 $193,560 $195,274 $196,927 $198,641 $200,420 $202,264 TOTAL CAPITAL USES OF FUNDS $1,669,233 $480,000 $520,000 $620,000 $520,000 $620,000 $520,000 $520,000 CARRYOVERS & ENCUMBRANCES 0 4,802,236 0 0 0 0 0 0 EXPENDITURE REDUCTIONS $0 (125,000) $0 $0 $0 $0 $0 $0 TOTAL USES OF FUNDS $1,748,732 $5,299,969 $713,560 $815,274 $716,927 $818,641 $720,420 $722,264 FUND BALANCE - END OF YEAR $2,056,048 $205,926 $197,366 $152,092 $205,165 $156,524 $206,104 $253,840 Designations: Designated Reserve 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 No. Boulder Undergrounding` 0 112,860 112,860 112,860 112,860 112,860 112,860 112,860 Pay Period 27 - 2013 Reserve 2,345 3,345 4,345 5,345 6,345 7,245 8,145 9,045 27,345 141,205 142,205 143,205 144,205 145,105 146,005 146,905 SURPLUS/(DEFICIT) vs. RESERVE GOAL $2,028,703 $64,721 $55,161 $8,887 $60,960 $11,419 $60,099 $106,935 CITY OF BOULDER 2011 FUND FINANCIAL TRANSIT PASS GENERAL IMPROVEMENT DISTRICT - FOREST GLEN 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $3,776 $3,825 $3,081 $0 $0 $0 $0 $0 SOURCES OF FUNDS Property Tax $9,010 $8,786 $8,222 $0 $0 $0 $0 $0 Specific Ownership Tax 480 480 434 0 0 0 0 0 Transfers from Other Funds: 0 0 0 0 0 City of Boulder- ECO Pass Subsidy 3,042 3,194 4,126 0 0 0 0 0 City of Boulder - Administration Cost Subsid 0 0 0 0 0 0 0 0 Interest on Investments 25 25 25 0 0 0 0 0 TOTAL SOURCES OF FUNDS $12,557 $12,485 $12,807 $0 $0 $0 $0 $0 USES OF FUNDS Operating: RTD ECO Pass Cost $12,150 $12,775 $13,753 $0 $0 $0 $0 $0 N Annual Administration Cost 0 0 0 0 0 0 0 0 w Election Cost 0 0 0 0 0 0 0 0 Rebate Program 358 454 454 0 0 0 0 0 Subtotal Operating Uses of Funds $12,508 $13,229 $14,207 $0 $0 $0 $0 $0 Transfers to Other Funds: Interest 0 0 0 0 0 0 0 0 TOTAL OPERATING USES OF FUNDS $12,508 $13,229 $14,207 $0 $0 $0 $0 $0 Capital Improvements Program: TOTAL CAPITAL USES OF FUNDS $0 $0 $0 $0 $0 $0 $0 $0 CARRYOVERS & ENCUMBRANCES 0 0 0 0 0 0 0 0 MID-YEAR ADJUSTMENTS-TO-BASE 0 0 0 0 0 0 0 0 TOTAL USES OF FUNDS $12,508 $13,229 $14,207 $0 $0 $0 $0 $0 Restricted Reserve Adjustment $0 $0 $0 $0 $0 $0 $0 $0 Less: Audit Reserve Adjustment $0 $0 $0 $0 $0 $0 $0 $0 FUND BALANCE - END OF YEAR $3,825 $3,081 $1,681 $0 $0 $0 $0 $0 SURPLUS/(DEFICIT) vs. RESERVE GOAL $3,825 $3,081 $1,681 $0 $0 $0 $0 $0 CITY OF BOULDER 2011 FUND FINANCIAL OPEN SPACE FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED RECOMMENDED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $12,067,671 $14,249,015 $11,349,459 $10,529,072 $11,526,200 $12,532,467 $16,464,172 $22,926,349 SOURCES OF FUNDS Net Sales Tax Revenue $21,951,948 $21,376,992 $22,317,193 $23,216,898 $24,013,577 $24,834,171 $25,655,457 $26,503,904 Investment Income $335,685 $325,000 $325,000 $325,000 $325,000 $325,000 $325,000 $325,000 Lease & Miscl Revenue $590,950 $485,909 $485,909 $485,909 $485,909 $485,909 $485,909 $485,909 Sale of Property $77,862 Bond Refunding $13,142,241 General Fund Transfer $1,098,529 $1,121,381 $1,020,565 $1,030,771 $1,041,078 $1,051,489 $1,062,004 $1,072,624 Reduce GF Transfer ($100,000) ($200,000) Grants $50,762 Total Annual Sources of Funds $37,147,977 $23,109,282 $24,148,667 $25,058,578 $25,865,564 $26,696,569 $27,528,370 $28,387,437 USES OF FUNDS General Operating Expenditures $9,247,725 $10,486,001 $10,184,764 $10,276,299 $10,481,825 $10,691,461 $10,905,290 $11,123,396 2010 Carryover/supplemental $61,071 Cost Allocation $885,465 $987,358 $1,018,953 $1,039,332 $1,060,119 $1,081,321 $1,102,947 $1,125,006 Total Operating Uses of Funds $10,133,190 $11,534,430 $11,203,717 $11,315,631 $11,541,943 $11,772,782 $12,008,238 $12,248,402 CAPITAL IMPROVEMENTS PROGRAM Real Estate Acquisition CIP $861,367 $2,728,667 $1,060,832 $3,400,000 $3,400,000 $3,400,000 $3,400,000 $3,400,000 Kentucky / Papini Acquisition $671,333 $671,333 Water Rights Acquisition CIP $59,140 $200,000 $40,000 $200,000 $200,000 $200,000 $200,000 $200,000 Arapahoe Pit Augmentation $500,000 Gross Reservoir Expansion $2,400,000 Mineral Rights Acquisition $0 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 Visitor Infrastructure CIP $50,863 $450,000 $450,000 $450,000 $450,000 $450,000 $450,000 $450,000 Highway 93 Underpass $120,000 Total Capital Improvements Program $971,370 $4,150,000 $2,322,165 $4,150,000 $4,650,000 $4,270,000 $4,150,000 $6,550,000 DEBT SERVICE USES OF FUNDS Debt Service - BMPA $2,541,112 $2,640,954 $4,570,484 $1,734,407 $1,597,579 $1,500,969 $1,110,243 $996,341 Debt Service - Bonds & Notes $21,320,960 $7,533,455 $6,872,688 $6,861,413 $7,069,775 $5,221,113 $3,797,712 $3,789,762 Arbitrage $150,000 Total Debt Service Uses of Funds $23,862,072 $10,324,408 $11,443,172 $8,595,819 $8,667,354 $6,722,082 $4,907,956 $4,786,104 TOTAL USES OF FUNDS $34,966,632 $26,008,838 $24,969,054 $24,061,450 $24,859,297 $22,764,864 $21,066,194 $23,584,506 CITY OF BOULDER 2011 FUND FINANCIAL OPEN SPACE FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED RECOMMENDED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUND BALANCE - END OF YEAR $14,249,015 $11,349,459 $10,529,072 $11,526,200 $12,532,467 $16,464,172 $22,926,349 $27,729,280 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 $126,270 $184,270 $242,270 $300,270 $358,270 $416,270 $474,270 $532,270 SICK/VAC/APP. BONUS LIABILITY 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 ARBITRAGE RESERVE $152,021 ACQUISITION RESERVE $1,600,000 $1,600,000 $1,600,000 $2,000,000 $4,000,000 $4,000,000 RESERVE FOR GROSS RES. EXPANSION $400,000 $800,000 $1,200,000 $1,600,000 $2,000,000 $2,400,000 RESERVE FOR ARAPAHOE PIT $160,000 $320,000 $480,000 $500,000 RESERVE FOR HIGHWAY 93 UNDERPASS $90,000 $120,000 $120,000 $120,000 $120,000 SUBTOTAL-RESERVES $6,893,291 $7,389,270 $9,607,270 $10,085,270 $10,043,270 $10,781,270 $13,239,270 $10,897,270 UNRESTRICTED FUND BALANCE $7,355,724 $3,960,189 $921,802 $1,440,930 $2,489,197 $5,682,902 $9,687,079 $16,832,010 A CITY OF BOULDER 2011 FUND FINANCIAL COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUND BALANCE Beginning of Year $0 ($0) ($0) ($0) ($0) ($0) ($0) ($0) SOURCES OF FUNDS: Federal Grant Revenue Received $1,236,326 Current Year Federal Grant $1,022,789 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 Available Prior Years Grant Balances $790,714 Sale Proceeds $0 $0 $0 $0 $0 $0 $0 $0 Third Party Reimbursements TOTAL SOURCES OF FUNDS $1,236,326 $1,813,503 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 USES OF FUNDS: Operating: Program Management $163,490 $178,834 $173,453 $172,391 $171,287 $170,138 $168,944 $167,702 Total Operating Uses of Funds $163,490 $178,834 $173,453 $172,391 $171,287 $170,138 $168,944 $167,702 Transfers to Other Funds Transfer to CHAP/interest on BHP prepayment Cost Allocation $22,047 $25,724 $26,547 $27,609 $28,713 $29,862 $31,056 $32,298 iv Total Transfers to Other Funds $22,047 $25,724 $26,547 $27,609 $28,713 $29,862 $31,056 $32,298 CDBG Program: Community Development/Housing Activities $1,050,789 $818,231 $800,000 $800,000 $800,000 $800,000 $800,000 $800,000 Total CDBG Program $1,050,789 $818,231 $800,000 $800,000 $800,000 $800,000 $800,000 $800,000 Program Carryovers & Encumbrances $790,714 TOTAL USES OF FUNDS $1,236,326 $1,813,503 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 UNRESTRICTED FUND BALANCE ($0) ($0) ($0) ($0) ($0) ($0) ($0) ($0) DESIGNATIONS: Designated Reserve $0 $0 $0 $0 $0 $0 $0 $0 Sick/Vacation/Bonus Liability $0 $0 $0 $0 $0 $0 $0 $0 Total Reserve* $0 $0 $0 $0 $0 $0 $0 $0 SURPLUS/(DEFICIT) vs. RESERVE GOAL ($0) ($0) ($0) ($0) ($0) ($0) ($0) ($0) * This fund cannot have designated reserves because expenses are funded only on a reimbursable basis by the Department of Housing and Urban Development. CITY OF BOULDER 2011 FUND FINANCIAL HOME INVESTMENT PARTNERSHIP GRANT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FUND BALANCE Beginning of Year $0 $0 $0 $0 $0 $0 $0 $0 SOURCES OF FUNDS: Federal Grant Revenue Received $1,431,497 Current Year Federal Grant $1,357,667 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 Available Prior Years Grant Balances $1,101,319 Third Party Reimbursements TOTAL SOURCES OF FUNDS $1,431,497 $2,458,986 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 USES OF FUNDS: Operating: Program Management $96,273 $99,093 $98,153 $97,734 $97,299 $96,847 $96,377 $95,887 Total Operating Uses of Funds $96,273 $99,093 $98,153 $97,734 $97,299 $96,847 $96,377 $95,887 Transfers to Other Funds Cost Allocation $6,913 $10,131 $10,455 $10,873 $11,308 $11,760 $12,231 $12,720 Total Transfers to Other Funds $6,913 $10,131 $10,455 $10,873 $11,308 $11,760 $12,231 $12,720 w HOME Program: HOME consortium to other communities $386,009 $637,493 $633,893 $633,893 $633,893 $633,893 $633,893 $633,893 Housing Activities $942,302 $610,950 $607,500 $607,500 $607,500 $607,500 $607,500 $607,500 Total HOME Program $1,328,311 $1,248,443 $1,241,393 $1,241,393 $1,241,393 $1,241,393 $1,241,393 $1,241,393 Program Carryovers & Encumbrances $1,101,319 TOTAL USES OF FUNDS $1,431,497 $2,458,986 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 UNRESTRICTED FUND BALANCE $0 $0 $0 $0 $0 $0 $0 $0 DESIGNATIONS: Designated Reserve $0 $0 $0 $0 $0 $0 $0 $0 Sick/Vacation/Bonus Liability $0 $0 $0 $0 $0 $0 $0 $0 Total Reserve* $0 $0 $0 $0 $0 $0 $0 $0 SURPLUSJ(DEFICIT) vs. RESERVE GOAL $0 $0 $0 $0 $0 $0 $0 $0 This fund cannot have designated reserves because expenses are funded only on a reimbursable basis by the Department of Housing and Urban Development. CITY OF BOULDER 2011 FUND FINANCIAL WATER UTILITY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year Fund Balance $47,717,619 $42,701,853 $26,847,247 $24,982,845 $26,133,283 $27,065,376 $29,435,343 $31,271,960 SOURCES OF FUNDS Operating— Sale of Waterto General Cust $17,757,975 $17,763,468 $20,211,608 $20,859,389 $21,527,938 $22,217,921 $22,930,024 $23,664,958 Projected Rate Increase $0 $0 $606,348 $625,782 $645,838 $666,538 $687,901 $709,949 Bulk/irrigation Water Sales $127,566 $123,600 $120,700 $123,700 $120,800 $123,800 $125,800 $125,800 Hydroelectric Revenue $2,230,379 $2,040,000 $2,151,000 $27151,000 $2,304,000 $2,304,000 $2,304,000 $2,304,000 Miscellaneous Operating Revenues $55,065 $25,000 $25,000 $25,000 $25,000 $25,000 $25,000 $25,000 TOTAL OPERATING SOURCES OF FUNDS $20,170,985 $19,952,068 $23,114,656 $23,784,871 $24,623,576 $25,337,258 $26,072,725 $26,829,707 Non-Operating-- Plant Investment Fees $2,954,080 $1,600,000 $2,100,000 $2,100,000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Connection Charges $135,122 $150,000 $150,000 $150,000 $165,000 $165,000 $165,000 $165,000 Special Assessments $2,474 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 State & Federal Grants $0 $1,180,000 Interest on Investments $1,369,016 $654,815 $299,253 $499,657 $653,332 $811,961 $883,060 $938,159 Rent, assessments and other misc revenues $231,568 $18,000 $18,500 $19,000 $19,500 $20,000 $20,500 $20,500 Sale of Real Estate - Yards Masterplan $0 $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 $0 $0 $9,065,000 TOTAL NON-OPERATING SOURCES OF FUNDS $4,785,045 $3,897,100 $2,665,538 $2,866,442 $3,435,617 $3,594,746 $3,666,345 $12,786,444 N TOTAL SOURCES OF FUNDS $24,956,030 $23,849,168 $25,780,194 $26,651,313 $28,059,193 $28,932,005 $29,739,070 $39,616,150 A USES OF FUNDS Operating Expenditures— Administration $821,332 $860,458 $836,279 $861,367 $887,208 $913,825 $941,239 $969,477 Planning and Project Management $439,506 $563,365 $575,925 $593,203 $610,999 $629,329 $648,209 $667,655 Water Resources and Hydroelectric Operations $2,044,449 $1,978,143 $2,004,557 $2,064,694 $2,126,635 $2,190,434 $2,256,147 $2,323,831 Water Treatment $4,003,864 $4,267,303 $4,293,920 $4,422,738 $4,555,420 $4,692,082 $4,832,845 $4,977,830 Water Quality & Environmental Svcs $797,293 $869,198 $873,887 $900,104 $927,107 $954,920 $983,568 $1,013,075 Water Conservation $251,389 $3917875 $443,829 $457,144 $470,858 $484,984 $499,533 $514,519 System Maintenance $2,678,353 $3,181,785 $3,113,787 $3,207,201 $3,303,417 $3,402,519 $3,504,595 $3,609,733 Windy Gap Payment $2,322,398 $2,479,532 $2,553,539 $2,523,910 $2,546,836 $2,593,250 $2,716,004 $2,795,959 One-time Budget Savings $0 ($1,105,000) Sick/Vacation Accrual ($3,905) $1007000 $100,000 $103,000 $106,090 $109,273 $112,551 $115,927 TOTAL OPERATING USES OF FUNDS $13,354,679 $13,586,659 $14,795,723 $15,133,360 $15,534,569 $15,970,615 $16,494,690 $16,988,006 Debt-- BRWTP 1996 Revenue Bond; Refunding in 2005 $843,810 $844,505 $848,752 $854,690 $854,438 $856,594 $857,709 $858,531 Refunding of the 1999 and 2000 Revenue Bonds $3,257,654 $3,253,354 $2,507,921 $2,506,088 $2,511,421 $2,523,521 $2,522,054 $2,517,388 Lakewood Pipeline 2001 Revenue Bond $2,180,202 $2,174,452 $2,171,885 $2,172,302 $2,175,502 $2,176,142 $2,182,416 $2,183,781 Arbitrage Payment ($2,408) $0 Projected Bond-Betasso WTP Improvements $0 $0 $790,480 TOTAL DEBT SERVICE $6,279,258 $6,272,311 $5,528,558 $5,533,080 $5,541,361 $5,556,257 $5,562,179 $6,350,180 Transfers Out-- Cost Allocation $1,133,776 $1,118,145 $1,153,926 $1,269,319 $1,396,250 $1,535,876 $1,689,463 $1,858,409 Planning & Development Services $183,359 $1887860 $194,526 $200,362 $206,373 $212,564 $218,941 $225,509 Other Transfers $15,000 $15,000 TOTAL TRANSFERS OUT $1,332,135 $1,322,005 $1,348,452 $1,469,680 $1,602,623 $1,748,439 $1,908,404 $2,083,918 CITY OF BOULDER 2011 FUND FINANCIAL WATER UTILITY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED Capital Improvements Program-- TOTAL CAPITAL USES OF FUNDS $9,001,819 $4,441,365 $6,071,864 $3,467,754 $4,554,637 $3,396,000 $4,049,731 $5,167,132 PROJECTED BOND - BETASSO WTP IMP $0 $0 $8,195,453 PROJECTED BONDS - ISSUANCE COSTS $0 $0 $100,000 ENCUMBRANCES, CARRYOVERS & MID-YR ATB's $0 $14,181,434 TOTAL USES OF FUNDS $29,967,891 $39,803,774 $27,744,597 $25,603,874 $27,233,190 $26,671,311 $28,015,004 $38,884,688 Sick/Vacation Accrual Adjustment ($3,905) $100,000 $100,000 $103,000 $106,090 $109,273 $112,551 $115,927 FUND BALANCE - END OF YEAR $42,701,853 $26,847,247 $24,982,845 $26,133,283 $27,065,376 $29,435,343 $31,271,960 $32,119,350 Designated Reserves - Bond Reserves $3,068,830 $3,068,830 $3,068,830 $3,068,830 $3,068,830 $3,068,830 $3,068,830 $3,859,310 Lakewood Pipeline Remediation Reserve $16,593,356 $12,737,271 $13,124,687 $13,989,878 $14,881,385 $15,538,621 $16,477,235 $17,444,397 Lakewood/USFS Damage Claims Reserve $100,000 $100,000 $100,000 $100,000 Vacation/Sick/Bonus Liability $643,997 $663,317 $683,216 $703,713 $724,824 $746,569 $768,966 $792,035 Pay Period 27 - 2013 Reserve $130,443 $181.443 $232,443 $283,443 $334,443 $385,443 $436,443 $487,443 TOTAL RESERVES $20,536,626 $16,750,861 $177209,177 $18,145,864 $19,009,483 $19,739,463 $20,751,474 $22,583,185 SURPLUS/(DEFICIT) vs. DESIGNATED RESERVES $22,165,227 $10,096,386 $7,773,668 $7,987,419 $8,055,894 $9,695,879 $10,520,486 $9,536,165 OPERATING RESERVE (Goal: 25% of Operating)' $3,671,704 $3,727,166 $4,036,044 $4,150,760 $4,284,298 $4,429,764 $4,600,773 $4,767,981 CAPITAL RESERVE (Goal: $2,000,000) $2,000,000 $2,000,000 $2,000,000 $2,000,000 $2,000,000 $2,000,000 $2,000,000 $2,000,000 IVA SURPLUS/(DEFICIT) vs. ALL RESERVES $16,493,524 $4,369,220 $1,737,625 $1,836,659 $1,771,596 $3,266,116 $3,919,712 $2,768,184 ' 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 utilit, CITY OF BOULDER 2011 FUND FINANCIAL WASTEWATER UTILITY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year Fund Balance $14,724,357 $15,082,764 $11,344,328 $10,452,071 $9,146,996 $8,048,938 $7,729,236 $7,644,997 SOURCES OF FUNDS Operating— Sewer Charges to General Customers $12,601,245 $12,070,078 $12,897,822 $13,311,326 $13,738,087 $14,178,531 $14,633,094 $15,395,478 Projected Rate Increase $386,935 $399,340 $412,143 $4257356 $731,655 $769,774 Surcharge/ Pretreatment Fees $114,589 $133,000 $118,000 $118,000 $118,000 $118,000 $118,000 $118,000 Cogeneration Revenues ($5,282) TOTAL OPERATING SOURCES OF FUNDS $12,710,552 $12,203,078 $13,402,757 $13,828,666 $14,268,230 $14,721,886 $15,482,749 $16,283,252 Non-Operating-- Plant Investment Fees $517,576 $450,000 $550,000 $600,000 $600,000 $600,000 $600,000 $600,000 Connection Charges $13,335 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 Special Assessments $0 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 Interest on Investments $465,777 $306,489 $115,645 $209,041 $228,675 $241,468 $231,877 $229,350 Rent and other miscellaneous revenue $31,074 $29,500 $29,500 $1,500 $1,500 $1,500 $1,500 $1500 Sale of Real Estate - Yards Masterplan $98,250 Transfer from Other Funds $230,000 Bond Proceeds $10,210,688 TOTAL NON-OPERATING SOURCES OF FUNDS $1,257,762 $11,109,927 $710,145 $825,541 $845,175 $857,968 $848,377 $845,850 TOTAL SOURCES OF FUNDS $13,968,314 $23,313,005 $14,112,902 $14,654,208 $15,113,405 $15,579,855 $16,331,126 $17,129,102 N USES OF FUNDS A Operating Expenditures— Administration $462,023 $525,043 $508,715 $523,976 $539,696 $555,887 $572,563 $589,740 Planning and Project Management $358,418 $341,929 $339,191 $349,367 $359,848 $370,643 $381,762 $393,215 Wastewater Quality & Environmental Svcs $920,893 $1,076,618 $1,021,258 $1,051,896 $1,083,453 $1,115,956 $1,149,435 $1,183,918 System Maintenance $1,253,192 $1,682,120 $1,687,414 $1,738,036 $1,790,178 $1,843,883 $17899,199 $1,956,175 Wastewater Treatment $4,806,172 $5,385,984 $5,185,074 $5,340,626 $5,500,845 $5,665,870 $5,835,846 $6,010,922 Proposed Reductions ($895,000) Sick/Vacation Accrual ($51,293) $75,000 $75,000 $77,250 $79,568 $81,955 $84,413 $86,946 TOTAL OPERATING USES OF FUNDS $7,749,405 $8,191,694 $8,816,652 $9,081,152 $9,353,586 $9,634,194 $9,923,220 $10,220,916 Debt-- WWTP Improvements 2005 Revenue Bond $3,557,523 $3,556,583 $3,550,367 $3,546,533 $3,544,883 $3,543,496 $3,519,913 $3,502,288 2005 Refunding of the 1992 Marshall Landfill Bonc $170,331 $165,456 $165,568 $175,454 WWTP UV, Digester, Headworks Imp 2010 Rev Bond $62,616 $674,688 $671,879 $673,963 $670,854 $672,638 $673,863 Arbitrage Payment ($22,858) TOTAL DEBT SERVICE $3,704,996 $3,784,655 $4,390,623 $4,393,866 $4,218,846 $4,214,350 $4,192,551 $4,176,151 Transfers Out-- Cost Allocation $794,683 $802,099 $827,766 $910,543 $1,001,597 $1,101,757 $1,211,933 $1,333,126 Planning & Development Services $183,917 $189,435 $195,118 $200,972 $207,001 $2137211 $219,607 $226,195 TOTAL TRANSFERS OUT $978,600 $991,534 $1,022,884 $1,111,515 $1,208,598 $1,314,968 $1,431,540 $1,559,321 Capital Improvements Program-- TOTAL CAPITAL USES OF FUNDS $951,963 $911,540 $850,000 $1,450,000 $1,510,000 $818,000 $952,467 $705,636 2005 BOND-WWTP IMPROVEMENTS $173,650 2010 BOND-UV, DIGESTER, HEADWORKS IMP $9,400,000 BOND - ISSUANCE COSTS $140,549 CARRYOVERS, ENCUMBRANCES & MID-YR ATBs $3,706,469 TOTAL USES OF FUNDS $13,558,614 $27,126,441 $15,080,159 $16,036,533 $16,291,030 $15,981,512 $16,499,778 $16,662,024 Sick/Vacation Accrual Adjustment ($51,293) $75,000 $75,000 $77,250 $79,568 $81,955 $84,413 $86,946 FUND BALANCE - END OF YEAR $15,082,764 $11,344,328 $10,452,071 $9,146,996 $8,048,938 $7,729,236 $7,644,997 $8,199,020 CITY OF BOULDER 2011 FUND FINANCIAL WASTEWATER UTILITY FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED Designated Reserves - Bond Reserves $170,250 $840,389 $840,389 $840,389 $670,139 $670,139 $670,139 $670,139 Sick/Vacation/Bonus Liability $612,259 $630,627 $649,546 $669,032 $689,103 $709,776 $731,069 $753,001 Pay Period 27 - 2013 Reserve $967357 $142,357 $188,357 $234,357 $280,357 $316.357 $352,357 $388,357 TOTAL RESERVES $878,866 $1,613,373 $1,678,292 $1,743,778 $1,639,599 $1,696,272 $1,753,565 $1,811,497 SURPLUS/(DEFICIT) vs. DESIGNATED RESERVES $14,203,898 $9,730,955 $8,773,779 $7,403,218 $6,409,339 $6,032,964 $5,891,432 $6,387,523 OPERATING RESERVE (Goal:25% of Operating) * $2,182,001 $2,295,807 $2,459,884 $2,548,167 $2,640,546 $2,737,290 $2,838,690 $2,945,059 CAPITAL RESERVE (Goal: $500,000) $500,000 $500,000 $500,000 $500,000 $500,000 $500.000 $500,000 $500,000 SURPLUS/(DEFICIT) vs. ALL RESERVES $11,521,897 $6,935,148 $5,813,895 $4,355,051 $3,268,793 $2,795,673 $2,552,742 $2,942,464 * 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 utilit,. A 4 CITY OF BOULDER 2011 FUND FINANCIAL STORMWATER/FLOOD MANAGEMENT UTILITY FUNC 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year Fund Balance $12,777,970 $12,073,196 $6,196,493 $5,933,663 $5,403,717 $5,708,409 $5,986,348 $5,924,571 SOURCES OF FUNDS Operating— Service Charge Fees $5,041,779 $4,966,949 $4,976,883 $4,986,837 $5,146,715 $5,311,718 $5,482,012 $5,657,765 Projected Rate Increases $149,605 $154,401 $159,352 $164,460 $169,733 TOTAL OPERATING SOURCES OF FUNDS $5,041,779 $4,966,949 $4,976,883 $5,136,442 $5,301,116 $5,471,070 $5,646,472 $5,827,498 Non-Operating-- Plant Investment Fees $852,072 $600,000 $600,000 $600,000 $650,000 $650,000 $700,000 $700,000 Urban Drainage District Funds $258,648 $500,000 $300,000 $275,000 $200,000 $250,000 $250,000 $250,000 Colorado Dept of Transportation Funds $1,895,739 $89,502 State & Federal Grants $21,444 Interest on Investments $389,770 $97,673 $65,042 $118,673 $135,093 $171,252 $179,590 $177,737 Intergovernmental Transfers (KICP Program) $114,974 $135,000 $145,000 $150,000 $154,500 $159,135 $163,909 $168,826 Rent and other miscellaneous revenue $54,170 $36,000 $36,000 $36,000 $36,000 $36,000 $36,000 $36,000 Sale of Real Estate - Yards Masterplan $98,250 Projected Bonds $3,249,843 $3,375,000 TOTAL NON-OPERATING SOURCES OF FUNDS $3,586,817 $4,806,268 $1,146,042 $4,554,673 $1,175,593 $1,266,387 $1,329,499 $1,332,563 TOTAL SOURCES OF FUNDS $8,628,596 $9,773,217 $6,122,925 $9,691,115 $6,476,709 $6,737,457 $6,975,972 $7,160,062 USES OF FUNDS Co Operating Expenditures— Administration $360,683 $404,335 $392,220 $403,987 $416,106 $428,589 $441,447 $454,690 Planning and Project Management $863,107 $996,697 $1,032,783 $1,063,766 $1,095,679 $1,128,550 $1,162,406 $1,197,279 Stormwater Contract Management $33,333 $48,473 $48,473 $49,927 $51,425 $52,968 $54,557 $56,193 Stormwater Quality and Education $817,520 $962,554 $912,296 $939,665 $967,855 $996,890 $1,026,797 $1,057,601 System Maintenance $609,805 $724,403 $741,968 $764,227 $787,154 $810,768 $835,092 $860,144 SickNacation Accrual ($12,323) $50,000 $50,000 $51,500 $53,045 $54,636 $56,275 $57,964 TOTAL OPERATING USES OF FUNDS $2,672,125 $3,186,462 $3,177,740 $3,273,072 $3,371,264 $3,472,402 $3,576,574 $3,683,872 Debt-- Goose Creek 1998 Revenue Bond $810,029 $548,381 $388,667 $387,258 $390,742 $384,042 $387,038 $381,675 Refunding of the Goose Creek 1998 Revenue Bond $3,710,314 Projected Bond - South Boulder Creek $294,180 $294,180 $294,180 $294,180 $294,180 TOTAL DEBT SERVICE $810,029 $4,258,695 $388,667 $681,438 $684,922 $678,222 $681,218 $675,855 Transfers Out-- Cost Allocation $192,674 $195,486 $201,742 $221,916 $244,108 $268,519 $295,370 $324,908 Planning & Development Services $110,855 $114,181 $117,606 $121,134 $124,768 $128,511 $132,367 $136,338 Other Transfers $15,000 $15,000 TOTAL TRANSFERS OUT $318,529 $324,667 $319,348 $343,050 $368,876 $397,030 $427,737 $461,245 Capital Improvements Program-- TOTAL CAPITAL USES OF FUNDS $5,520,364 $1,681,090 $2,550,000 $2,900,000 $1,800,000 $1,966,500 $2,408,495 $4,001,000 PROJECTED BOND - SOUTH BOULDER CREEK $3,000,000 PROJECTED BOND - ISSUANCE COSTS $75,000 ENCUMBRANCES, CARRYOVERS & MID-YR ATBS $6,249,006 TOTAL USES OF FUNDS $9,321,047 $15,699,920 $6,435,755 $10,272,561 $6,225,062 $6,514,154 $7,094,024 $8,821,972 Sick/Vacation Accrual Adjustment ($12,323) $50,000 $50,000 $51,500 $53,045 $54,636 $56,275 $57,964 FUND BALANCE - END OF YEAR $12,073,196 $6,196,493 $5,933,663 $5,403,717 $5,708,409 $5,986,348 $5,924,571 $4,320,625 CITY OF BOULDER 2011 FUND FINANCIAL STORMWATER/FLOOD MANAGEMENT UTILITY FUNC 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED Designated Reserves - Bond Reserves $824,715 $324,984 $324,984 $619,164 $619,164 $619,164 $619,164 $619,164 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 Liability $72,510 $74,685 $76,926 $79,234 $81,611 $84,059 $86,581 $89,178 Pay Period 27 Reserve $29,292 $41,292 $53,292 $65,292 $77,292 $88,292 $99,292 $110,292 TOTAL RESERVES $1,976,517 $1,490,961 $1,505,202 $1,813,690 $1,828,067 $1,841,515 $1,855,037 $1,868,634 SURPLUS/(DEFICIT) vs. DESIGNATED RESERVES $10,096,679 $4,705,532 $4,428,461 $3,590,028 $3,880,342 $4,144,833 $4,069,534 $2,451,991 OPERATING RESERVE (Goal: 25% of Operating)' $747,664 $877,782 $874,272 $904,031 $935,035 $967,358 $1,001,078 $1,036,279 CAPITAL RESERVE (Goal: $200,000) $200,000 $200,000 $200,000 $200,000 $200,000 $200,000 $200,000 $200,000 SURPLUS/(DEFICIT) vs. ALL RESERVES $9,149,016 $3,627,749 $3,354,189 $2,485,997 $2,745,307 $2,977,475 $2,868,457 $1,215,712 Reserve levels are based on industry standards and are maintained for revenue bonds and the capital intensive nature of the utility. A CITY OF BOULDER 2011 FUND FINANCIAL DOWNTOWN COMMERCIAL DISTRICT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year $ 2,566,672 $ 2,253,011 $ 1,739,808 $ 1,341,277 $ 2,029,957 $ 2,658,412 $ 3,325,354 $ 3,914,386 SOURCES OF FUNDS Property/Owner. Tax $ 1,038,305 $ 1,055,077 $ 1,081,454 $ 1,108,491 $ 1,136,203 $ 1,164,608 $ 1,193,724 $ 1,223,567 Short Term Fees 1,335,143 1,446,625 1,362,000 1,367,628 1,370,484 1,373,369 1,376,283 1,379,226 Long Term Fees 2,132,395 2,353,364 2,352,280 2,463,589 2,463,589 2,573,990 2,573,990 2,702,690 Meterhood & Tokens 46,561 69,714 31,000 31,220 31,442 31,667 31,893 32,122 Interest 66,446 32,303 23,500 26,826 40,599 53,168 66,507 78,288 Rental Income 185,909 272,000 265,600 268,240 270,906 273,599 276,319 279,067 Miscellaneous $24,608 $19,013 $19,202 $19,294 $19,387 $19,481 $19,576 $19,672 Transfers In Meters $1,952,000 $1,725,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 $1,350,000 10th/Walnut - Property, Sales, Accommodations and TIF 1,304,522 1,357,748 1,323,000 1,336,230 1,349,592 830,714 860,378 891,176 10th/Walnut- other Revenue - 45,374 38,000 38,380 38,764 39,151 39,543 39,938 Refunding Bonds Par and Premium $8,116,860 TOTAL SOURCES OF FUNDS $ 16,202,749 $ 8,376,218 $ 7,846,036 $ 8,009,898 $ 8,070,967 $ 7,709,747 $ 7,788,214 $ 7,995,746 USES OF FUNDS Parking Operations $ 1,500,929 $ 1,753,830 $ 1,841,494 $ 1,895,495 $ 1,951,263 $ 2,008,861 $ 2,068,354 $ 2,129,809 Major Maintenance/Improvements - Parking 1,872,740 1,264,800 1,264,800 250,000 250,000 250,000 250,000 250,000 Downtown & University Hill Management Division $744,490 $1,051,914 $950,123 $980,037 $1,010,985 $1,043,007 $1,076,141 $1,110,428 o Eco-Pass Program 684,930 792,173 792,173 808,016 824,177 840,660 857,474 874,623 Major Maintenance/Improvements - Downtown 8,772 100,000 225,000 229,500 234,090 238,772 243,547 248,418 Sick/Vacation Accrual 12,072 61909 12,072 12,555 13,057 13,579 14,123 14,687 Capital Replacement Reserve 165,675 165,675 165,675 165,675 165,675 165,675 165,675 165,675 TOTAL OPERATING USES OF FUNDS 4,989,608 5,135,301 5,251,337 4,341,278 4,449,248 4,560,555 4,675,313 4,793,641 DEBT SERVICE Series 1998 315,643 957,760 1,005,817 1,007,283 1,008,000 1,012,910 1,016,920 1,021,498 Series 2009 Refunding $8,832,156 Series 2003 (10th and Walnut) 924,722 916,844 920,118 922,234 927,752 927,399 930,883 931,568 TOTAL DEBT SERVICE 10,072,521 1,874,604 1,925,934 1,929,517 1,935,752 1,940,309 1,947,803 1,953,066 TRANSFERS TO OTHER FUNDS Cost Allocation 170,419 212,261 219,053 223,434 227,903 232,461 237,110 241,852 Mall Improvements - Payback to GF 500,000 500,000 43,549 - - - TOTAL TRANSFERS TO OTHER FUNDS 670,419 712,261 262,602 223,434 227,903 232,461 237,110 241,852 Carryover & Encumbrances & Adjustments - 497,451 - - - - - - Less: Excess TIF to City of Boulder 795,934 676,713 816,766 839,544 842,666 323,061 353,078 400,359 TOTAL USES OF FUNDS $ 16,528,482 $ 8,896,330 $ 8,256,639 $ 7,333,773 $ 7,455,568 $ 7,056,386 $ 7,213,304 $ 7,388,917 Less: SickNacation Accrual Adjustment (12,072) (6,909) (12,072) (12,555) (13,057) (13,579) (14,123) (14,687) UNRESTRICTED FUND BALANCE $ 2,253,011 $ 1,739,808 $ 1,341,277 $ 2,029,957 $ 2,658,412 $ 3,325,354 $ 3,914,386 $ 4,535,902 CITY OF BOULDER 2011 FUND FINANCIAL DOWNTOWN COMMERCIAL DISTRICT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED Designations: Designated Reserve 498,961 513,530 525,134 434,128 444,925 456,055 467,531 479,364 Pay Period 27 - 2013 Reserve 24,000 34,000 44,000 54,000 64,000 74,000 84,000 94,000 Sick and Vacation Liability Reserve 95,802 97,413 109,485 122,040 135,097 148,676 162,799 177,486 Reserve-CAGID 10th and Walnut Debt Service 350,560 350,560 285,089 285,089 285,089 285,089 285,089 285,089 SURPLUS/(DEFICIT) vs. RESERVE GOAL $ 1,283,688 $ 744,305 $ 377,570 $ 1,134,700 $ 1,729,302 $ 2,361,533 $ 2,914,967 $ 3,499,963 N Ut CITY OF BOULDER 2011 FUND FINANCIAL UNIVERSITY HILL COMMERCIAL DISTRICT FUND F2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year $538,897 $626,728 $653,979 $694,363 $733,639 $759,406 $772,827 $771,232 SOURCES OF FUNDS UHGID Sources of Funds Property Tax $26,326 $27,300 $27,575 $28,402 $29,254 $30,132 $31,036 $31,967 Ownership Tax $1,430 $1,800 $1,600 $1,600 $1,600 $1,600 $1,600 $1,600 SUBTOTAL: UHGID Taxes $27,756 $29,100 $29,175 $30,002 $30,854 $31,732 $32,636 $33,567 14th Street Lot-Meters $70,936 $60,000 $70,000 $70,000 $70,000 $70,000 $70,000 $70,000 Pleasant Lot--Meters $12,969 $17,500 $13,500 $13,500 $13,500 $13,500 $13,500 $13,500 Pleasant Lot--Permits $35,930 $36,580 $36,580 $38,409 $38,409 $40,329 $40,329 $42,345 Parking Products - Meterhoods/Tokens $3,091 $1,260 $1,260 $1,260 $1,260 $1,260 $1,260 $1,260 SUBTOTAL: UHGID Parking $122,926 $115,340 $121,340 $123,169 $123,169 $125,089 $125,089 $127,105 Insurance Reimbursement Interest/ Misc. $5,453 $6,074 $5,115 $4,583 $4,842 $5,012 $5,101 $5,090 TOTAL UHGID SOURCES $156,135 $150,514 $155,630 $157,754 $158,865 $161,833 $162,826 $165,763 City of Boulder General Fund Transfers Iv On-Street Meters $247,895 $255,000 $255,000 $255,000 $255,000 $255,000 $255,000 $255,000 N University Ave Meters (beginning 7/1111) $59,000 $119,000 $119,000 $119,000 $119,000 $119,000 13th & Pennsylvania Lot - Meters $96,830 $93,000 $47,500 Parking Products - Meterhoods/Tokens $7,948 $3,240 $3,240 $3,240 $3,240 $3,240 $3,240 $3,240 SUBTOTAL: GF Parking $352,673 $351,240 $364,740 $377,240 $377,240 $377,240 $377,240 $377,240 Interest/ Misc. $11,175 $12,329 $10,385 $9,304 $9,831 $10,176 $10,356 $10,335 TOTAL GF TRANSFER SOURCES $363,848 $363,569 $375,125 $386,544 $387,071 $387,416 $387,596 $387,575 TOTAL SOURCES OF FUNDS $519,983 $514,083 $530,755 $544,298 $545,936 $549,249 $550,422 $553,337 UHGID USES of Funds Parking Operations Personnel $99,821 $98,308 $99,260 $103,230 $107,359 $111,653 $116,119 $120,764 Parking Operations NonPersonnel $67,154 $52,947 $51,959 $52,998 $54,058 $55,139 $56,242 $57,367 Capital Major Maintenance/Improvements $0 $10,404 $10,404 $10,612 $10,824 $11,041 $11,262 $11,487 Capital Replacement Reserve $9,000 $9,000 $9,000 $9,000 $9,000 $9,000 $9,000 $9,000 DUHMD/Admin Personnel $34,364 $34,576 $35,604 $37,028 $38,509 $40,050 $41,652 $43,318 DUHMD/Admin Non Personnel $9,390 $10,034 $9,490 $9,680 $9,873 $10,071 $10,272 $10,478 Eco-Pass Program $0 $675 $675 $675 $675 $675 $675 $675 Sick/VacationAccrual $1,340 $282 $1,206 $1,254 $1,304 $1,357 $1,411 $1,467 Cost Allocation $22,787 $26,243 $27,083 $27,625 $28,178 $28,742 $29,317 $29,903 SUBTOTAL: UHGID Uses of Funds $243,856 $242,469 $244,681 $252,102 $259,782 $267,727 $275,949 $284,459 CITY OF BOULDER 2011 FUND FINANCIAL UNIVERSITY HILL COMMERCIAL DISTRICT FUND F2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED City of Boulder General Fund Uses of Funds Parking Operations Personnel $33,250 $45,325 $44,740 $46,530 $48,391 $50,326 $52,339 $54,433 Parking Operations Non Personnel $46,560 $79,910 $82,547 $84,198 $85,882 $87,600 $89,352 $91,139 DUHMD/Admin Personnel $69,769 $70,199 $72,287 $75,178 $78,186 $81,313 $84,566 $87,948 DUHMD/Admin NonPersonnel $19,066 $20,372 $19,267 $19,652 $20,045 $20,446 $20,855 $21,272 Marketing/Economic Vitality $5,800 $10,000 $10,000 $10,200 $10,404 $10,612 $10,824 $11,041 Sick/Vacation Accrual $894 $240 $1,028 $1,069 $1,112 $1,156 $1,203 $1,251 Cost Allocation $15,191 $17,495 $18,055 $18,416 $18,784 $19,160 $19,543 $19,934 SUBTOTAL: GF Uses of Funds $190,530 $243,541 $247,924 $255,243 $262,804 $270,614 $278,682 $287,018 Carryovers & Encumbrances $1,344 TOTAL USES OF FUNDS $434,386 $487,354 $492,605 $507,346 $522,585 $538,341 $554,631 $571,476 Sick/Vacation Accrual Adjustment ($2,234) ($522) ($2,234) ($2,323) ($2,416) ($2,513) ($2,613) ($2,718) UNAPPROPRIATED FUND BALANCE $626,728 $653,979 $694,363 $733,639 $759,406 $772,827 $771,232 $755,811 Designations: Designated Reserve $116,805 $121,503 $123,151 $126,836 $130,646 $134,585 $138,658 $142,869 w Pay Period 27 - 2013 Reserve $4,114 $5,714 $7,714 $9,714 $11,714 $13,714 $15,714 $17,714 Sick and Vacation Liability Reserve $15,713 $16,235 $18,469 $20,792 $23,209 $25,722 $28,335 $31,053 SURPLUS/(DEFICIT) vs. RESERVE GOAL $490,096 $510,527 $545,029 $576,296 $593,837 $598,806 $588,525 $564,175 REVENUES LESS USES PLUS RSRVS $87,831 $27,251 $38,150 $36,952 $23,351 $10,908 ($4,209) ($18,139) CITY OF BOULDER 2011 FUND FINANCIAL PERMANENT PARKS & RECREATION FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 6,456,646 7,419,055 2,598,768 2,356,871 2,076,177 2,139,476 2,199,321 2,498,420 SOURCES OF FUNDS Property Tax 1,687,455 1,658,583 1,666,876 1,683,545 1,683,545 1,734,051 1,786,073 1,839,655 Interest 204,302 148,055 184,074 220,889 220,889 220,889 220,889 220,889 "De-bruced" Property Tax Increment 218,000 327,000 436,000 545,000 606,000 624,180 642,905 Parks Development Excise Taxes 314,854 205,724 209,838 214,035 218,316 222,682 227,136 231,679 Recreation Development Excise Taxes 78,717 51,500 52,530 53,581 54,652 55,745 56,860 57,997 Other Revenues 9,170 9,170 9,170 9,170 9,170 9,170 9,170 9,170 OSMP Sale - Kentucky and Papini 671,333 671,333 671,333 TOTAL SOURCES OF FUNDS 2,965,831 2,962,365 3,120,821 2,617,220 2,731,572 2,848,538 2,924,308 3,002,295 USES OF FUNDS Operations & Construction Management 545,028 744,213 580,990 598,420 616,373 634,864 653,910 673,527 Recreation Renovation and Refurbishment (R&R) 175,000 180,250 185,658 191,227 196,964 202,873 208,959 Parks Renovation and Refurbishment (R&R) 295,000 303,850 250,000 257,500 265,225 273,182 281,377 N Capital Refurbishment Projects 163,903 Cn Total Operating Uses of Funds 708,931 1,214,213 1,065,090 1,034,078 1,065,100 1,097,053 1,129,965 1,163,864 Transfers To Other Funds Cost Allocation 61,780 73,660 76,017 79,058 82,220 85,509 88,929 92,486 Excise Tax Collection 5,289 5,448 5,611 5,779 5,953 6,131 6,315 6,315 67,069 79,108 81,628 84,837 88,173 91,640 95,244 98,801 Debt Service Total Debt Service - - - - - Capital Improvement Program Capital Projects 1,227,421 1,620,000 2,216,000 1,779,000 1,515,000 1,600,000 1,400,000 1,400,000 Carryovers & Encumbrances 4,869,331 TOTAL USES OF FUNDS 2,003,422 7,782,652 3,362,718 2,897,914 2,668,273 2,788,693 2,625,209 2,662,665 FUND BALANCE - END OF YEAR 7,419,055 2,598,768 2,356,871 2,076,177 2,139,476 2,199,321 2,498,420 2,838,050 Designations: Pay Period 27 - 2013 Reserve (8,681) (11,681) (15,268) (18,999) (22,879) (3,000) (6,240) (9,610) Sick & Vacation Liability Reserve (48,937) (50,405) (51,917) (53,475) (55,079) (56,731) (58,433) (60,186) Total Designations (57,618) (62,086) (67,186) (72,474) (77,958) (59,731) (64,673) (69,796) SURPLUS/(DEFICIT) vs. RESERVE GOAL 7,361,437 2,536,682 2,289,686 2,003,703 2,061,518 2,139,589 2,433,747 2,768,254 CITY OF BOULDER 2011 FUND FINANCIAL TELECOMMUNICATIONS FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year 2,618,566 2,074,438 432,227 478,874 526,383 535,531 587,485 642,137 SOURCES OF FUNDS Telecom Phone System User Charges 598,136 590,755 593,000 598,930 604,919 610,968 617,078 623,249 Telecom Chanrges Billed - CSO 10,107 Revenue from State Courts Reimb 29,032 Long Distance Phone Charges 20,000 20,200 20,402 20,810 21,226 21,651 22,084 PP27 Accrued Wages 18 Telecommunications Planning & Deployment 27,000 47,000 48,264 48,747 49,234 49,726 50,224 50,726 Lead Party for BRAN reimbursement 38,432 Leased Fiber Maint Payments - Outside Entity 5,213 6,000 6,000 6,000 6,000 6,000 6,000 6,000 BRAN BRAN Maintenance 71,250 70,000 86,250 86,250 86,250 86,250 86,250 86,250 Insurance Proceeds Interest 67,989 41,489 8,645 9,548 10,498 10,681 11,720 12,813 TOTAL SOURCES OF FUNDS 847,177 775,244 762,359 769,876 777,711 784,852 792,922 801,122 N USES OF FUNDS Operating: Telecom Phone System 560,754 566,565 611,903 575,367 579,853 694,758 -Quarterly Admin Chgs 150,295 231,064 -Monthly Op Chgs 257,368 73,356 -Long Distance Chgs 17,188 City Telephone Personnel Expense 16,160 224,664 CRF Contributions 1,163 VoIP Project Expenses 157,804 1,417,187 Telecommunications Fiber Locations 33,621 370,000 54,264 54,747 55,234 55,726 56,224 56,726 Telecommunications Fiber Installations 452,329 Misc Telecommunications Equipment 37,037 BRAN Maintenance (Locate Services) 35,018 70,000 86,250 86,250 86,250 86,250 86,250 86,250 BRAN Fiber Purchase - BVSD 200,000 Other - Reimb city for lead pary hours 38,432 Total Operating Uses of Funds 1,379,227 2,403,459 701,268 707,562 753,388 717,344 722,327 837,734 Transfers to Other Funds: Cost Allocation 12,078 13,996 14,444 14,805 15,175 15,555 15,943 16,342 Total Transfers to Other Funds 12,078 13,996 14,444 14,805 15,175 15,555 15,943 16,342 TOTAL USES OF FUNDS 1,391,305 2,417,455 715,712 722,367 768,563 732,898 738,270 854,076 UNRESTRICTED FUND BALANCE 2,074,438 432,227 478,874 526,383 535,531 587,485 642,137 589,183 Required Reserve: Total Required Reserve 2,074,438 432,227 478,874 526,383 535,531 587,485 642,137 589,183 SURPLUS(DEFICIT) vs RESERVE GOAL 0 0 0 0 0 0 0 0 CITY OF BOULDER 2011 FUND FINANCIAL PROPERTY AND CASUALTY INSURANCE FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL APPROVED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year 4,473,330 4,903,883 4,817,075 4,645,803 4,340,357 3,998,417 3,539,783 3,060,584 SOURCES OF FUNDS Charges to Departments 1,610,000 1,510,000 1,510,000 1,510,000 1,610,000 1,610,000 1,710,000 1,710,000 Interest on Investments 151,792 147,117 144,502 92,916 108,509 99,960 88,495 76,515 Transfer from General Fund 40,818 40,818 40,818 40,822 0 0 0 0 Restitution Payments 13,716 0 0 0 0 0 0 0 TOTAL SOURCES OF FUNDS 1,816,327 1,697,935 1,695,320 1,643,738 1,718,509 1,709,960 1,798,495 1,786,515 USES OF FUNDS Insurance Premiums: Airport 5,732 4,781 5,020 5,271 5,534 5,811 6,101 6,406 Liability 293,072 315,119 330,875 347,419 364,790 383,029 402,181 422,290 Crime 9,525 10,478 10,792 11,116 11,449 11,793 12,146 12,511 Boiler 23,387 26,822 28,164 29,572 31,050 32,603 34,233 35,945 M Property 421,917 528,691 555,125 582,882 612,026 642,627 674,758 708,496 AJG Broker Fee 0 57,872 60,766 63,804 66,995 70,344 73,862 77,555 Actuarial Valuation Expense and Consulting 14,500 12,426 13,048 13,700 14,385 15,104 15,859 16,652 Annual Claim Payments 249,268 410,994 435,434 454,531 499,369 538,018 574,404 614,612 Internal Litigation Services 84,418 90,302 88,349 91,883 95,558 99,381 103,356 107,490 Risk Management Admin - Non-personnel 8,586 8,545 9,154 9,246 9,338 9,431 9,526 9,621 Risk Management Admin - Personnel 163,566 163,105 169,280 174,358 179,589 184,977 190,526 196,242 Cost Allocation 111,804 155,607 160,586 165,404 170,366 175,477 180,741 186,163 TOTAL USES OF FUNDS 1,385,774 1,784,743 1,866,592 1,949,184 2,060,449 2,168,594 2,277,693 2,393,983 ENDING FUND BALANCE 4,903,883 4,817,075 4,645,803 4,340,357 3,998,417 3,539,783 3,060,584 2,453,116 Designations: Year-end Estimated Liabilities 920,277 1,022,427 1,127,740 1,243,878 1,344,105 1,437,234 1,527,833 1,527,833 City Reserve Policy (@ 80% risk margin) 414,125 460,092 507,483 559,745 604,847 646,755 687,525 687,525 Total Required Reserve 1,334,402 1,482,519 1,635,223 1,803,623 1,948,952 2,083,989 2,215,358 2,215,358 SURPLUS/(DEFICIT) vs. Required Reserve 3,569,481 3,334,556 3,010,580 2,536,734 2,049,465 1,455,794 845,226 237,758 CITY OF BOULDER 2011 FUND FINANCIAL WORKER COMPENSATION INSURANCE FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of the Year 4,591,825 4,447,530 3,946,151 3,482,269 3,054,750 2,666,361 2,265,007 1,851,786 SOURCES OF FUNDS Charges to Departments 1,413,147 1,165,000 1,146,785 1,261,463 1,362,381 1,430,500 1,502,025 1,577,126 Rate adjustment 0 0 0 0 0 0 0 0 Increase to Charges 0 0 0 0 0 0 0 0 Interest Earnings 123,587 106,741 98,654 87,057 91,643 79,991 67,950 55,554 Other Revenues 11,536 0 0 0 0 0 0 0 TOTAL SOURCES OF FUNDS 1,548,270 1,271,741 1,245,439 1,348,520 1,454,023 1,510,490 1,569,975 1,632,679 USES OF FUNDS Insurance Premiums & Related Expenses 167,012 175,363 184,131 193,337 203,004 213,154 223,812 235,003 Consultant Services 238,967 267,136 130,931 134,859 138,905 143,072 147,364 151,785 Annual Claim Payments 852,545 795,694 851,622 893,500 934,143 976,919 1,020,652 1,020,653 N Employee Wellness Program 148,598 245,531 248,842 252,219 255,663 259,176 262,760 266,415 y Program Administration - Personnel 223,401 226,846 235,393 242,455 249,729 257,221 264,937 272,885 Program Administration - Non-personnel 29,189 29,481 24,275 24,518 24,763 25,011 25,261 25,513 Cost Allocation 32,853 33,069 34,127 35,151 36,205 37,291 38,410 39,563 Total Operating Uses of Funds 1,692,565 1,773,120 1,709,321 1,776,039 1,842,412 1,911,844 1,983,196 2,011,817 Carryovers & Encumbrances 0 0 0 0 0 0 0 0 Budget Supplementals 0 0 0 0 0 0 0 0 TOTAL USES OF FUNDS 1,692,565 1,773,120 1,709,321 1,776,039 1,842,412 1,911,844 1,983,196 2,011,817 UNRESTRICTED FUND BALANCE 4,447,530 3,946,151 3,482,269 3,054,750 2,666,361 2,265,007 1,851,786 1,472,648 DESIGNATIONS: Year-end Estimated Liabilities 847,291 938,093 1,008,713 1,075,335 1,140,877 1,204,825 1,267,959 1,267,959 City Reserve Policy (@ 80% risk margin) 338,916 375,237 403,485 430,134 456,351 481,930 507,184 507,184 Pay Period 27 Reserve 5,190 7,090 10,090 13,090 16,090 19,090 22,090 25,090 Total Required Reserve 1,191,397 1,320,420 1,422,288 1,518,559 1,613,318 1,705,845 1,797,233 1,800,233 SURPLUS/(DEFICIT) vs. REQUIRED RESERVE 3,256,133 2,625,731 2,059,981 1,536,191 1,053,043 559,162 54,553 (327,585) CITY OF BOULDER 2011 FUND FINANCIAL COMPENSATED ABSENCES FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year 2,183,545 1,733,610 1,077,038 981,117 880,218 786,853 701,455 624,475 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 0 0 560,271 571,476 582,906 594,564 606,455 618,584 Interest on Investments 56,492 43,340 44,772 29,434 26,407 23,606 21,044 18,734 TOTAL SOURCES OF FUNDS 177,732 164,580 726,283 722,150 730,552 739,410 748,739 758,559 USES OF FUNDS Retirement/Termination Payout 604,732 788,333 788,333 788,333 788,333 788,333 788,333 788,333 TOTAL OPERATING USES OF FUNDS 604,732 788,333 788,333 788,333 788,333 788,333 788,333 788,333 TRANSFERS TO OTHER FUNDS K) Cost Allocation 22,935 32,820 33,870 34,717 35,585 36,474 37,386 38,321 0o TOTAL TRANSFERS TO OTHER FUNDS 22,935 32,820 33,870 34,717 35,585 36,474 37,386 38,321 TOTAL USES OF FUNDS 627,667 821,153 822,203 823,050 823,918 824,807 825,719 826,654 ENDING FUND BALANCE 1,733,610 1,077,038 981,117 880,218 786,853 701,455 624,475 556,380 CITY OF BOULDER 2011 FUND FINANCIAL FLEET OPERATIONS FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $292,118 $292,363 $446,723 $398,312 $441,724 $436,186 $462,526 $489,511 SOURCES OF FUNDS Vehicle Charges $1,986,528 $3,190,230 $3,021,667 $2,874,629 $2,647,821 $2,915,391 $3,043,055 $3,127,894 Vehicle Acquisition Charges $246,154 $339,223 $328,830 $381,790 $633,506 $474,082 $424,953 $420,678 Interest Earnings $7,814 $7,186 $4,691 $4,182 $4,638 $4,580 $4,857 $5,140 Other $428,887 $420,000 $360,000 $363,600 $367,236 $370,908 $374,617 $378,364 TOTAL SOURCES OF FUNDS $2,669,382 $3,956,639 $3,715,188 $3,624,202 $3,653,201 $3,764,962 $3,847,482 $3,932,076 USES OF FUNDS Operating: Operating Expenditures $2,411,015 $3,422,738 $3,419,212 $3,226,863 $3,291,400 $3,357,228 $3,424,373 $3,492,860 Emergencies $36,121 $34,893 $32,269 $32,914 $33,572 $34,244 $34,929 Cn Building Replacement $38,931 $57,055 $57,055 $57,055 $57,055 $57,055 $57,055 $57,055 Sick/Vacation Accrual ($4,443) $14,399 $13,072 $13,268 $13,467 $13,669 $13,874 $14,082 Total Operating Uses of Funds $2,445,503 $3,530,313 $3,524,232 $3,329,455 $3,394,836 $3,461,524 $3,529,545 $3,598,926 Transfers to Other Funds Cost Allocation $223,635 $231,945 239,367 $251,335 $263,902 $277,097 $290,952 $305,500 Carryovers & Encumbrances $40,021 TOTAL USES OF FUNDS $2,669,138 $3,802,279 $3,763,599 $3,580,790 $3,658,738 $3,738,622 $3,820,498 $3,904,426 FUND BALANCE - END OF YEAR $292,363 $446,723 $398,312 $441,724 $436,186 $462,526 $489,511 $517,161 DESIGNATED RESERVES Reserve for Wage Accural Appropriation $21,434 $29,734 $38,034 $46,666 $55,643 $64,980 $74,689 $84,788 Sick/Vac/Bon Liability Reserve $156,595 $170,994 $184,066 $197,334 $210,801 $224,470 $238,344 $252,427 Emergency Operating Reserve (Goal = 5%) $114,334 $245,995 $176,212 $197,724 $169,742 $173,076 $176,477 $179,946 Total Reserves $292,363 $446,723 $398,312 $441,724 $436,186 $462,526 $489,511 $517,161 SURPLUS(DEFICIT) vs RESERVES 0 0 0 0 0 0 0 0 CITY OF BOULDER 2011 FUND BALANCE FLEET REPLACEMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $6,353,301 $7,980,891 $7,545,518 $7,998,204 $8,423,784 $6,443,079 $6,115,087 $6,030,646 SOURCES OF FUNDS Equipment Replacement Charges $3,424,170 $4,196,195 $4,018,384 $4,095,002 $4,082,151 $4,245,936 $4,031,819 $4,131,416 Sale of Assets $281,144 $160,028 $164,146 $190,361 $314,960 $236,046 $211,727 $209,610 Interest Earnings $199,299 $211,934 $79,228 $83,981 $88,450 $67,652 $64,208 $63,322 Other $106,052 $28,857 $28,857 $28,857 $28,857 $28,857 $28,857 $28,857 TOTAL SOURCES OF FUNDS $4,010,666 $4,597,014 $4,290,615 $4,398,201 $4,514,418 $4,578,491 $4,336,611 $4,433,205 USES OF FUNDS Operating: Equipment Purchases $2,033,233 $4,317,228 $3,713,301 $3,842,896 $6,360,058 $4,765,821 $4,274,527 $4,231,776 Support Services $26,970 $27,387 $27,684 $28,791 $29,943 $31,141 $32,386 $33,682 Building Replacement $18,330 $17,155 $17,155 $17,155 $17,155 $17,155 $17,155 $17,155 Transfers to Other Funds Cost Allocation $74,545 $77,315 $79,789 $83,778 $87,967 $92,366 $96,984 $101,833 Refund to Wastewater Utility Fund $230,000 $0 $0 $0 $0 $0 $0 $0 0 Carryovers & Encumbrances $0 $593,302 $0 $0 $0 $0 $0 $0 TOTAL USES OF FUNDS $2,383,077 $5,032,387 $3,837,929 $3,972,621 $6,495,123 $4,906,482 $4,421,052 $4,384,446 RESTRICTED FUND BALANCE $7,980,891 $7,545,518 $7,998,204 $8,423,784 $6,443,079 $6,115,087 $6,030,646 $6,079,405 Minimum Fund Balance = 10% Value of Fleet = $30.5M MMMMMWI CITY OF BOULDER 2011 FUND FINANCIAL COMPUTER REPLACEMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year 3,934,036 5,084,667 5,316,623 5,349,864 5,289,853 5,651,110 3,993,564 4,186,504 SOURCES OF FUNDS Transfer In - General Fund/Subsidy 627,000 604,914 604,914 610,963 617,073 623,243 629,476 635,771 Transfer In - Dept Contributions 1,145,234 Transfer In - Subsidized worksations 245,462 249,736 252,234 254,756 257,304 259,877 262,475 Transfer In - 100% rate worksations 787,539 789,792 797,690 805,667 813,724 821,861 830,080 Other Dept Contibutions (Amt over Standard) Data Center Expansion Charges Chrgs to External entities Reimbursement from County for FRGP 15,645 Misc Used Equipment Sales 1,291 Interest 110,386 98,351 127,117 132,916 133,747 132,246 141,278 99,839 TOTAL SOURCES OF FUNDS 1,899,557 1,736,265 1,771,559 1,793,803 1,811,242 1,826,517 1,852,491 1,828,165 USES OF FUNDS Equipment Disposal Expense 10,000 12,000 12,600 13,230 13,892 14,586 15,315 Computer Replacements 116,953 330,000 360,525 376,749 393,702 411,419 386,939 404,352 CityWide Replacements 618,476 1,152,402 1,353,506 1,451,562 1,029,506 3,044,528 1,243,089 1,539,880 TOTAL OPERATING USES OF FUNDS 735,429 1,492,402 1,726,031 1,840,911 1,436,438 3,469,838 1,644,615 1,959,547 Transfers to Other Funds: Cost Allocation 13,496 11,907 12,288 12,902 13,548 14,225 14,936 15,683 Total Transfers to Other Funds 13,496 11,907 12,288 12,902 13,548 14,225 14,936 15,683 TOTAL USES OF FUNDS 748,925 1,504,309 1,738,319 1,853,813 1,449,985 3,484,063 1,659,551 1,975,230 ENDING FUND BALANCE 5,084,667 5,316,623 5,349,864 5,289,853 5,651,110 3,993,564 4,186,504 4,039,439 Desinations: Required Reserve: Beginning Reserve Requirement - 0 3,038,287 3,164,800 3,295,453 3,836,152 2,572,408 3,194,090 3,666,155 Annual Increase to Required Reserve 0 674,966 718,839 765,564 815,325 923,073 983,073 1,046,973 Decrease for Replacement Purchases 0 (548,453) (588,187) (224,865) (2,079,070) (301,391) (511,007) (699,846) Total Required Reserve 3,038,287 3,164,800 3,295,453 3,836,152 2,572,408 3,194,090 3,666,155 4,013,282 SURPLUS/(DEFICIT) vs. Required Reserve 2,046,381 2,151,823 2,054,411 1,453,701 3,078,702 799,474 520,349 26,157 CITY OF BOULDER 2011 FUND FINANCIAL EQUIPMENT REPLACEMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $4,074,253 $4,308,248 $4,532,739 $3,691,524 $3,353,531 $3,902,408 $4,669,548 $5,346,144 SOURCES OF FUNDS Contributions: General Fund $197,021 $152,225 $154,840 $159,485 $164,270 $169,198 $174,274 $179,502 Contributions: Restricted Funds $442,984 $635,727 $826,659 $851,459 $877,003 $903,313 $930,412 $958,324 Interest on Investment $121,681 $65,590 $47,594 $38,761 $35,212 $40,975 $49,030 $56,135 TOTAL SOURCES OF FUNDS $761,686 $853,542 $1,029,092 $1,049,705 $1,076,484 $1,113,486 $1,153,716 $1,193,961 USES OF FUNDS Equipment Purchases: General Fund $138,717 $145,849 $486,795 $87,385 $68,435 $66,768 $155,942 $45,311 Equipment Purchases: Restricted Funds $343,627 $317,416 $1,332,378 $1,246,960 $403,507 $221,495 $260,573 $234,906 Support Services $21,603 $33,667 $33,954 $35,312 $36,725 $38,194 $39,721 $41,310 Transfers to Other Funds Cost Allocation $23,744 $16,648 $17,181 $18,040 $18,942 $19,889 $20,884 $21,928 Carryovers, Encumbrances and Mid-Year ATBs: GF $45,470 Carryovers, Encumbrances and Mid-Year ATBs: RF $70,000 N TOTAL USES OF FUNDS $527,691 $629,050 $1,870,308 $1,387,697 $527,608 $346,346 $477,120 $343,455 d7 N FUND BALANCE - END OF YEAR $4,308,248 $4,532,739 $3,691,524 $3,353,531 $3,902,408 $4,669,548 $5,346,144 $6,196,650 Reserve for Wage Accural Appropriation $454 $654 $854 $1,054 $1,254 $1,454 $1,654 $1,854 Restricted Balance: General Fund $1,285,804 $1,251,213 $918,230 $986,641 $1,076,359 $1,174,019 $1,189,396 $1,321,964 Restricted Balance: Restricted Funds $3,0217990 $3,280,872 $2,772,440 $2,365,835 $2,824,795 $3,494,074 $4,155,093 $4,872,831 $4,308,248 $4,532,739 $3,691,524 $3,353,531 $3,902,408 $4,669,547 $5,346,143 $6,196,649 UNRESTRICTED FUND BALANCE $0 $0 $0 $0 $0 $0 $1 $0 Minimum Fund Balance: $757,912 or 10% Projected Equipment Replacement Value CITY OF BOULDER 2011 FUND FINANCIAL FACILITY RENOVATION & REPLACEMENT FUND 2009 2010 2011 2012 2013 2014 2015 2016 ACTUAL REVISED APPROVED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED UNAPPROPRIATED FUND BALANCE Beginning of Year $3,957,976 $4,049,600 $2,284,107 $1,694,445 $1,992,942 $2,140,218 $2,036,925 $2,585,637 SOURCES OF FUNDS Departmental Contributions: General Fund $104,559 $200,000 $100,000 $180,000 Departmental Contributions: Restricted Funds $339,036 $800,456 $331,747 $331,747 $331,747 $331,747 $331,747 $331,747 Transfers From Major Maintenance $1,305,720 $625,691 $886,707 $925,691 $925,691 $925,691 $925,691 $925,691 Other Revenues $14,850 $535,479 Interest Earnings $113,619 $57,710 $23,983 $17,792 $20,926 $22,472 $21,388 $27,149 TOTAL SOURCES OF FUNDS $1,877,784 $2,019,336 $1,242,437 $1,475,230 $1,378,364 $1,279,910 $1,458,826 $1,284,587 USES OF FUNDS Operating: Operating Project Expenses: General Fund $255,793 $275,000 $231,000 $242,550 $254,678 $267,411 $280,782 $294,821 Operating Project Expenses: Restricted Funds $173,165 $131,250 $150,000 $150,000 $150,000 $150,000 $150,000 $150,000 Support Services $16,181 $16,432 $22,147 $23,033 $23,954 $24,912 $25,909 $26,945 Transfers to Other Funds Cost Allocation $57,127 $42,589 $43,952 $46,150 $48,457 $50,880 $53,424 $56,095 N w Carryovers, Encumbrances and Mid-Year ATBs: GF $26,527 Carryovers, Encumbrances and Mid-Year ATBs: RF Total Operating Uses of Funds $502,266 $491,798 $447,099 $461,732 $477,089 $493,204 $510,115 $527,861 Capital Improvements Program: Existing Facility: General Fund $1,155,385 $504,000 $1,180,000 $715,000 $754,000 $890,000 $400,000 $701,000 Existing Facility: Restricted Funds $128,509 $65,000 $205,000 New Construction Reconstruction Study or Analysis Carryovers, Encumbrances and Mid-Year ATBs: GF $1,792,390 Carryovers, Encumbrances and Mid-Year ATBs: RF $931,642 Total Capital Uses of Funds $1,283,894 $3,293,032 $1,385,000 $715,000 $754,000 $890,000 $400,000 $701,000 TOTAL USES OF FUNDS $1,786,160 $3,784,830 $1,832,099 $1,176,732 $1,231,089 $1,383,204 $910,115 $1,228,861 FUND BALANCE - END OF YEAR $4,049,600 $2,284,107 $1,694,445 $1,992,942 $2,140,218 $2,036,925 $2,585,637 $2,641,363 Reserve for Wage Accural Appropriation $1,328 $2,178 $3,028 $3,878 $4,728 $5,578 $6,428 $7,278 Departmental Annual Balance: General Fund $2,857,349 $883,756 $342,981 $500,485 $504,341 $259,930 $677,182 $592,197 Dushanbe Teahouse Balance $80,602 $80,550 $79,029 $76,595 $74,587 $72,690 $70,592 $69,037 Departmental Annual Balance: Restricted Funds $1,110,321 $1,317,622 $1,269,407 $1,411,985 $1,556,562 $1,698,727 $1,831,434 $1,972,851 $4,049,600 $2,284,107 $1,694,445 $1,992,942 $2,140,218 $2,036,925 $2,585,637 $2,641,363 UNRESTRICTED FUND BALANCE $0 $0 $0 $0 $0 $0 $0 $0 N A UTILITY RATES OVERVIEW The city owns and operates three utilities: water, wastewater, and stormwater/flood management. Each utility assesses a variety of rates, fees, and charges to ensure that revenues are sufficient to meet operating and maintenance costs and to maintain the financial integrity of each utility. City staff annually reviews the financial and operation performance of each utility and, as appropriate, makes recommendations to City Council regarding adjustments to monthly utility rates and other related fees. The recommendations are reviewed and approved by City Council as part of the annual budget process. The recommended rate and financial plan is designed to fund programs and projects, satisfy debt service coverage requirements and maintain required reserves. Each utility is required to generate net revenues (total gross revenues minus operating expenditures) before debt service, equal to 1.25 times its debt payment requirements on an annual basis. These debt service coverage requirements are established as part of the utility's bond covenants. Reserves are established for bond issuances, employee compensation liabilities, emergencies/stabilization and special purposes (e.g. Lakewood Pipeline Remediation Reserve). Each utility has a 25% operating reserve and a separate capital reserve. The amount of the capital reserve is based on the minimum annual renewal and replacement costs for capital. The capital reserves are currently set at: Water - $2,000,000; Wastewater - $500,000 and Stormwater/Flood Management - $200,000. Having both an operating and capital reserve provides each utility with greater financial stability and flexibility should emergencies or revenue shortfalls occur. Water revenues especially can be significantly lower during either a very wet or very dry year and it is financially prudent to have reserves available in years when there may be a revenue shortfall. In addition, bond rating agencies favor higher reserve levels and this can contribute to higher bond ratings. MONTHLY USER FEES Revenues generated from customer's monthly utility bills are the largest revenue source for each utility, accounting for 80-95 percent of total revenues. Monthly user fees for 2011 will result in 3 percent additional revenue for the water and wastewater utility funds. Monthly user fees for the stormwater/flood management utility will remain the same for 2011. The following table shows approved revenue increases for 2010 and 2011 and possible revenue increases for the subsequent two years as projected during development of the 2011 budget. 265 2010 2011 2012 2013 Water 0% 3% 3% 3% Wastewater 0% 3% 3% 3% Stormwater/ Flood Management 0% 0% 3% 3% CUSTOMER BILL IMPACTS The following table shows annual utility bills for a residential customer under the 2010 and 2011 rates. Annual Annual Bill Difference Bill 2010 2011 Rates Rates Water $363.85 $382.92 $19.07 Wastewater 239.52 247.20 7.68 Stormwater/ Flood 85.20 85.20 0.00 Management TOTAL $688.57 $715.32 $26.75 In April 2010, a survey of annual water and sewer bills was conducted for fifteen Front Range Communities. The bills were calculated assuming a single-family, inside city residential customer with average winter water consumption of 5,000 gallons, total annual water consumption of 120,000 gallons, a lot size of 9,000 sq. feet and irrigable area of 5,200 sq. feet. The table below summarizes Boulder's placement of annual water, wastewater and combined water and wastewater bills. This placement used 2011 rates for Boulder and 2010 rates for all other communities (the 2011 rates for all other communities were not available when the survey was completed). Placement in Survey of 15 Communities Annual Water Bill Fifth Lowest Annual Wastewater Bill Fourth Highest Annual Combined Water and Wastewater Bill Seventh Lowest (mid-point) PROGRAMS AND PROJECTS WITH A POTENTIAL REVENUE IMPACT In January 2007 a new water rate structure that uses water budgets was implemented and in June 2008 additional changes were made to how water budgets are determined for some customer classes. Since changes to water budgets may impact the amount of water use in the five rate blocks and the associated revenue generated, any future changes to the water budget rate structure that are considered would also need to include an analysis of the impact to water revenues and water rates. 266 The Utilities' 2011-2016 fund financials also reflect several revenue bond issuances, and the associated revenue increases, to fund the following capital projects: Water Utility Improvements at the Betasso Water Treatment Facility ($8.2 million in 2016) to assure compliance with federal Safe Drinking Water Act regulations. Wastewater Utility No bonds are anticipated in the 2011-2016 planning period. A bond was issued in 2010 ($9.4 million) to fund improvements at the Wastewater Treatment Facility including installation of an ultraviolet disinfection system and improvements to the biosolids digesters and headworks facilities. Stormwater / Flood Management Utility Improvements along South Boulder Creek ($3.0 million in 2012) designed to mitigate flood hazards in the South Boulder Creek West Valley area. Cost estimates for these capital projects will be refined as the construction date approaches which could result in changes to the projected bond amounts, annual debt payments and utility revenue increases. PLANT INVESTMENT FEES Plant Investment Fees (PIFs) are used to recapture initial capital improvement investments in the water, wastewater and stormwater/flood management infrastructures. The fees are charged to new and existing customers who need new or additional utility service. Beginning in September 2007 and continuing throughout 2008, a PIF study was conducted to review how the fees are assessed and to make possible changes to reinforce the goals and objectives of the new water budget rate structure. The utility infrastructure inventory and valuation was also reviewed and updated as part of the PIF Study. On March 3, 2009, Council adopted changes to the water, wastewater and stormwater PIFs and on November 10, 2009, Council approved some additional revisions to the stormwater PIFs. The water and wastewater PIFs were adopted with a three-year phase-in period (2009 thru 2011) and the stormwater PIF a five-year phase-in period (2009 thru 2013). The phase-in includes a three percent inflationary increase for each year. These changes are reflected in Section 4-20 Fines and Fees of the Boulder Revised Code (B.R.C.). The following table shows the 2010 and 2011 PIFs for a single-family residence with an annual water budget of 84,000 gallons for indoor usage, 30,000 gallons for irrigation use (or 2,000 square feet of landscaping) and 1,995 square feet of impervious area. 267 2010 PIF 2011 PIF Water $13,542 $15,542 Wastewater $3,356 $4,136 Stormwater/ Flood Management $2,733 $3,152 UTILITY SPECIFIC SERVICE FEES The Utilities also assess fees for specific utility related services such as meter and tap fees. These are reviewed annually as part of the budget process and any changes are submitted as part of the update to Section 4-20 Fines and Fees of the B.R.C. These fees are designed to fully recover the direct costs of providing services and indirect overhead costs. There are no changes to these fees for 2011. PUBLIC PROCESS Public process and information disbursement regarding utility rate adjustments include: public hearings at the Water Resources Advisory Board (WRAB) meetings, notification on customers utility bill and/or utility bill inserts, inclusion of related materials on the Public Works web page, Planning and Development Services' Schedule of Fees and public hearings during Council consideration of the annual budget. Adjustments to the Utility rates and fees approved as part of the 2011 budget process will become effective with the January 2011 utility bills. 268 s city of Boulder Office oj'11re 0(I, Clerk CIIJO lFICA`I'Ii O M t"l'l IENTICITY S-1 ATFOI'MIA)RAD-0 CITY 01' 11011.DFIR 1 SS. COUNTY O IiO1. LDI:R ) 1, Sanely Nardi, Deputy City Clerk, In and for said City of F3oulder, it) the C'ounly oi` BOLIIClcr, in the State aforesaid, do hereby certify that the attached is a true and correct copy ut' Ordinance Number 7766. pass"I and adopted by the City Council of Boulder on the. 161" day of Nowniber 2410. In witness wherc of, I have hereunto .4et my hand and the 4cal of the City of I1c older, this 16(1' d tv oI' Deecmhcr 2411}. ' nt lsc/ S, L. North ; .s Deputy City Clerk C IT'Y 'AL s ,`ilf P.O. Box 791 • 1777 Broadway s Boulder, Colorado 80342-5221 • (3113) 441-3040 269 270 ORDINANCE NO. 7766 AN ORDINANCE APPROPRIATING MONEY TO DEFRAY EXPENSES AND VIABILITIES OF THE CITY OF BOULDER, COVORADO, FOR THE 2011 FISCAI. YEAR OF THE CITY OF BOULDER, COMMENCING ON THE FIRST DAY OF JANUARY 2011, AND ENDING ON -[-HE LAST DAY OF DECENIMAZ 2011, AND SETTING FORTH DETAILS IN RELATION THERETO. WHERE=AS, the City Council has approved a motion to adopt the hudgct for ')()I I ; 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 (axes for City purposes necessary to provide, f«r payment In part during (lie City's said fiscal year of the properly awhorized den mils ilIM11 1110 I-C:,1SUr} , alld, 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 TIIF. C1T1' COUNCIL OF THE CITY 01, 13OULDER, 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, 2010 and ending at 12:00 Midnight at the end of December 31, 2011, for payment of201 I City operating expenses, capital inrprovenlents, and general obligation and interest payments: Getleral Operating Futid $07,131,332 Capital Development Fund 201,215 Lottery Fund 1,000,000 271 I'laming & Development Services Fund $8,686,259 Affordable Housing Fund 2,032,327 Community HouSing Assimance Fund 1,976,090 .15 Cent Sales Tax Fuld 2,751,000 .25 Cent Sales Tax Fund 6,8143,929 Library Fund 7,049,311 Recreation Activity Fund 10,053,447 ('linlate Action Plan Fund 1,569,730 Open Space I"utld 24,969,054 Airport Fund 1,387,033 Transportation Fund 19,951,636 "Transportation Development Fund 713,560 ['ommtill lty Development Block Gran) laund 1,000,00() 1IOME Fund 1,:350,000 Permanent Narks and Recreation Fund 3,362,718 General Obligation Debt Service Fund 2,000 .15 Cent Debt Service Fund 1,052,370 Water Utility Fund 27,744,598 Wastewater Utility Fund 15,080,159 Storniwater/Flood Management Utility Fund 6,435,756 Telecommunications Fund (Internal Service Fund) 715,712 Propeily & Casualty his. Fund (Internal Service hind) 1,866,593 Worker Compensation Ins. Fund (Internal Service Fund) 1,709,321 Compensated Absences Fund (Internal Service Fund) 822,203 Fleet Operations FLInd (Internal Service Fund) 3,763,599 272 Flcct Replaceniunt Fund (Internal Service Fund) $3,837,929 Computer Replacement Fund (Internal Service Fund) 1,738,319 EgUil meat Replacement Fund (Internal Service: Funti) 1,870,308 Facility Re.novaltioli & Rcplaceniemt FL111d (N(crnall Service Fund) 1,832,099 Police Pension Fund 4,869 Five Pension Fluid 4,808 Less: Interfund Transfers 21,117,464 I.Css: Internal Service Fund ('11111-ges 17,283,083 TOTAL (including Debt 5crvic-e) $222,108,740 Suction 2. The f'ollowin,g appropriations are 11creby made for (lie City of Boulder's fiscal year commencing January 1, 2011 and ending December 31, 2011 for estimatcd carryover expenditures: encrail Fund S 1,500,000 Lottery Fund 535,000 Afrordable Housing Fund 3,950,000 CHAP Fund 1,630,400 .25 Cent S-I Ics Ta\ Fund l ,()(10,[14() Transporlation Funs] 8,380,000 Transportation Development lurid 1,900,000 Community Development Block Grant Fund 350,400 IJOMF.. Fund 1,035,000 Permanent Parks and Rccreation Fund 1,300,000 Water t_ tility I uld 6,990,004 Wastewater If1iIIty Fund 1,560,400 5tornmatterrFlood lanagCI enl Utility Fund 4,570,000 IL. 273 Facility Renovation & Replacement Fund (Internal Service Fund) $ 2,184,000 TOTAL $37,484,000 Section 3. The following appropriations are hereby made for the City of Boulder's fiscal year conunencing January I, 2011, and ending December 31, 2011. for Fund Balances: General Operating Fund $11,043,013 Capital Development Fund 4,680,972 Lottery Fund 399,846 Planning & Development Services l7und 3,761,637 Affordable Housing Find 26,793 Community Ifousing Assistance Program Fund 36,971 ,15 Cent Sales Tax Fund 872,710 .25 Cent Sales'I'ax Fund 1,241,462 Library Fund 257k75 Recreation Activity Fund 630,399 Climate Action Plan Fund 114,293 Open Space Fund 10,529,072 Airport Fund 261,515 'transportation Fund 2,137,810 't'ransportation Development Fund 197,366 Permanent Parks and Recreation Fund 2,356,871 General Obligation Dcbt Service Fund 1,680 .15 Cent Sales Tax Debt Service Fund 1,067,851) Water Utility Fund 26,535,843 Wastewater Utility Fund 10,089,506 274 Stormwater/Flood Management Utility Fund 55,881,633 Telecommunications Fund (Internal Service fund) 478,874 Property & Casualty Ins. Fund (Internal Service Fund) 4,645,460 Worker Compensation lns. F n d (Internal Service laund) 3,481,961) Compensated Absences Fund (internal Scrvicc Fund) 981,118 I-leet Fund (internal Service Fund) 8,396,517 Computer Replacement Fund (Internal Service Fund) 5,349,863 Equipment Replacement Fund (Internal Service Fund) 3,691,524 Facility Renovation Replacement Fund (Internal Service fund) 1,694,445 ']'O`1"AL FUND BALANCES 5110,844,696 Section 4. The City Council hereby appropriates as revenues all 2010 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 un November 3, 1992; and 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 Councl l may transfer unused balances appropriated for one purpose to anotlicr purpose, and may appropriate available revenues not included in (lie annual budget and appropriations ordinance. 275 Sc+: tio11 G, ThC City C[r1111C'11 iS of (lIC OpilliOll lllat (l1L` 1)r0VI.SJ.011S 01'11142 14'9111111 ordinance are Ilccessary for the protection} of ffic public, peace, property, -wid welfare of tllc residents of (Ile city, and corers matters of local collccrll. Section 7. Pursuan( t« Sec(ion 95 of llic Boulder City C halter, (lie arnulaI ippropriation ordinance must he adopted by DQcembcr I and to Section 18 of (he 01aricr, Ihi.s ordiuallcc shall lake effect immediately upot1 publlc',ltion affcr iin,11 passagc. INTRODUCED, READ ON FIRST RE.ADIN6, AND ORDERED PUBLISI 111L) BY TITLE ON1,Y this 19(h (hy of Oclober, 2010. _ ayor AUcst: _ City CI Am on behalf or (lie _ Dircctor 4}l Finance and Record RrAD N SECOND KEADING, PASSED, AND ORDERED PUBLISHED BY TITLE ONLY (his 161h day of Novenibcr, 2010. l Mayor Attest: City Clerk or>i behalf of [lie Direclor- of Financ-c anal Record 276