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HomeMy WebLinkAboutAgenda Packet 10/18/2011 (3)CITY COUNCIL MEMO }ILES W A S H I N G T O N U.S.A. DATE: OCTOBER 18, 2011 TO: CITY COUNCIL FROM: CITY MANAGER, KENT MYE%��E�� SUBJECT: 2012 BUDGET MESSAGE Page 1 I am pleased to have this opportunity to present the 2012 Preliminary City Budget for your review and consideration over the next six weeks. As a result of a number of revenue enhancements and expenditure reductions, we have been able to balance the 2012 Preliminary Budget without recommending any increases in our local property tax rate. This was a very difficult process that required us to eliminate an initial deficit of about $800,000 in the General Fund. I want to thank each City department for doing their part in "tightening our belts" so that we can continue to offer quality services without impacting our local citizens with additional taxes. I also am very proud of the fact that the Preliminary 2012'Budget continues our commitment to major improvements to our aging infrastructure as well as funding for local economic development projects that represent an investment in the future of Port Angeles. While many local governments have adopted a retrenching approach in an effort to survive the current downturn in our economy, I do not believe that this is the time to simply maintain the status quo. If the City of Port Angeles is going to emerge from the current economic challenges as a leader in community and economic development, the City government has to do our part to improve the community and stimulate the local economy. With this in mind, included in the preliminary budget is funding to support such projects as the waterfront improvements, BTOP wireless improvements, AMI electric and water meter upgrades, replacement of the Lauridsen Boulevard bridge, building improvements to our Police Station, and construction of the first phase of the CSO project. All of these capital investments represent efforts to move our community forward and not focus on the "doom and gloom" that seems to be prevailing around the state and country at this time. At the same time we are making these investments, we are certainly "sharing the pain" in terms of proposing cost reductions that impact each City department and each City employee. While this budget does not propose any layoffs of current City employees, we are currently in a hiring freeze that will continue for at least several more months. We also have several retirements that are scheduled for next year and we plan on reviewing these positions thoroughly for potential cost savings before we fill the positions. It is also important to note that this budget does not include any cost -of- living adjustment (COLA) for 2012. As you know, this is the second straight year that we have not been able to provide any of our employees a COLA to offset increases in inflation. In addition, several departments proposed new employees and reclassifications to existing employees and none of these requests are funded in the current budget. There are also decreases in the proposed budget for travel costs, temporary employees, overtime expenses and energy costs. These cost reductions were necessary due to several reasons including the fact that we are continuing to experience increases in retirement and health insurance expenses. So, although we are not proposing furloughs, layoffs or other similar measures, I want to assure the Council that we are all doing our part to stretch our resources during these challenging times. BUDGETING FOR PRIORITIES During the recent International City Managements Association (ICMA) Conference, one of the sessions that I attended was on budgeting for priorities. The meeting room was packed with about 150 city managers and their representatives from all across the country. It appears that cities have recently recognized that part of the "new normal" is the fact that reductions to municipal budgets cannot continue to occur by cross the -board decreases. Balancing municipal budgets will require that difficult decisions are made based upon the priorities of the community with the annual budget tailored to addressing the highest priorities that are agreed upon. As I listened to the speakers during this recent workshop, I realized that we were ahead of most communities in implementing this new budgeting for priorities process and, for the most part, we are on track to making this new process a permanent part of our budgeting process. As the Council is aware, we have completed several major steps in the Budgeting for Priorities process that have helped us determine our budget priorities. This has proven to be useful in making difficult decisions on the inclusion or exclusion of certain items in the preliminary budget. One of the most important steps completed to date was the Council identification and approval of six priority results that you wanted the Budget to focus on during the coming year. In addition, each City department has completed a listing of their specific programs and they have started prioritizing these programs. These steps were helpful in deciding funding allocations for different programs and projects. For example, one of the major priority results approved by the City Council was public safety. Included in the proposed budget is funding for several major projects that will improve our public safety efforts such as the BTOP wireless improvements, Police Station building improvements, and matching funds for purchase of new security cameras. Another priority result approved by the Council was economic development and we have included funding for several economic development initiatives including the Choose Local program and the waterfront improvements. However, it is important to note that we have two additional steps that have to be completed in order to fully implement the Budgeting for Priorities process. First of all, some departments listed specific activities rather than major programs that they provide. The listing will need to be revised in order to have a consistent way of defining each program provided by every City department. Second, the scoring process involving City departments needs to be completed in a way that there is more consistency. It was recommended at the ICMA Conference that a process be established to use peer review committees to assess the city -wide consistency with scoring Page 2 according to the various program attributes. One of the speakers suggested that 4 -5 individuals should serve on each of these committees including Council members and City staff representatives. This process will likely take about six weeks to complete and it is recommended that this step be started in January and completed by the end of the first quarter of 2012. BUDGET SUMMARY At the Budget presentation this evening, we will provide details on the proposed revenues and expenses for all major funds including our utility funds. In presenting this information, I want to emphasize that this is a preliminary budget only and I welcome any comments, questions or revisions to the Budget before it is finalized and presented to the Council for adoption on December 6. I also want to remind you that the annual City Budget is the Council's primary tool for policy- making. It defines the level of services, programs and projects that you would like to fund during the coming year. As elected officials, you are in a unique position to determine whether this budget meets the needs and interests of our citizens. Fortunately, we have already heard from a large number of these citizens through the outreach efforts that the City has implemented in the past year. We also expect to hear additional public comments during the public hearings next month. First of all, I want to let you know that the total preliminary budget for all City funds is about $130.7 million which is an increase of about $6 million over the 2011 Budget of $124.5 million. I know that any increase in the City Budget represents an immediate cause for concern. But, there are many reasons for this increase including new grant revenues that we have received as well as increases in costs for fuel, health insurance, retirement, and BPA electric purchases. We are also recommending for the first time that capital costs from the City's Economic Development Fund ($2.3 million) be allocated to start construction of the waterfront improvements. So, before the Council makes a decision that you can or cannot support a $130 million City budget, it is hoped that you will consider all of the factors contributing to this total amount. At tonight's meeting we will provide information on the capital projects that are included in the budget that were submitted by City departments as supplemental budget requests. We will also provide you with information on the requests for increased personnel and employee reclassifications that are not included in the budget. While these requests appear to be well supported by the various departments, it is recommended that appro of these requests be delayed until mid -year in 2012 to provide us with an opportunity to complete the Budgeting for Priorities process. As in past years, the majority of the focus in the budget process during the coming weeks will be on the General Fund. The total proposed General Fund Budget is $19,506,839, which is about $1.5 million (8.33 more that the 2011 City budget. One primary reason for this increase is that the CIP funding proposed in the General Fund has increased $776,000. Other major increases proposed include Police ($126,539), Fire ($145,661) and Street operations ($124,000). Page 3 Even though the budget does not include any COLA increases, total personnel costs in the General Fund are proposed to increase 2.43 This is primarily due to increases in health insurance and state retirement costs, funding for merit increases, and costs for several retirements that are projected for 2012. Except for one new police officer funded by a new federal grant, no additional new personnel are included in the 2012 Preliminary Budget. When I presented my first City budget in September, 2009, I mentioned that City staffing had increased by 27 1/2 positions over the previous five years. I related to the Council at that time that these increases were not sustainable and we could not continue to add City staff. I am pleased to report to you that we have reduced our staff a total of about 8 positions over the past several years. We have also reduced staffing costs for temporary employees and seasonal workers. We are currently exploring additional opportunities for staff reductions as well as changing certain full -time positions to part-time positions. In addition, we have received several new grants for energy conservation and law enforcement that will help offset our personnel costs. In the development of the 2012 Preliminary Budget, we have also devoted a lot of attention to looking beyond the coming year to future challenges. There are several major financial challenges that we will want to discuss with the Council as part of the budgetary process in order for our budget to be sustainable over the next several years. This includes the fact that recent increases in health insurance costs are not sustainable and we will need to make some changes in either the way we fund this insurance, or the health insurance benefits that we provide our employees. At the same time, we need to find the funding to support future COLA increases as our employees continue to be impacted by inflationary increases. In addition, we need to explore options for increasing our funding for street maintenance, as our current funding is not sufficient for the long -term maintenance of our City streets. Also, once the final Budgeting for Priorities scoring process is completed early next year, we will need to use this information to determine specific programs that need to be eliminated or reduced in order to balance the 2013 City Budget. So, it is important that while we are dealing with immediate budgetary issues, we also look beyond the coming year and what the future might bring that will impact our ability to provide services to our citizens. I hope that this budgetary framework meets the goals and priorities of the City Council and that you will agree that it meets the needs and interests of our local citizens. Following the presentation at tonight's Council meeting we look forward to the discussion at several public meetings over the next six weeks. Also, if individual Council members have a need for a more thorough review and discussion with the Finance Director and me, we would welcome the opportunity to meet with you. Thanks for your consideration and thanks for your continued devotion to our community. Page 4 Summary of Program Revenue and Expenditures Supported by General Fund For 2012 Preliminary Budget General Fund Supported Programs. Fire Administration (net of cost allocation) Fire Suppression Fire Prevention Volunteers Special Operations Training Facilities Emergency Management Medic 1 (Operations) Contribution to Pencom Capital Outlay Total Fire 2012 2012 General Fund Program Program Program Support Cost Revenue Amount Percent Comments 232,801 4,843 227,958 1 75% 1,319,537 ___86,709 1,232,828_ 9 47% 86,334 grants 141,554 5,700 135,854 1 04% 58,425 8,840 49,585 0 38% 3,725 3,725 0 03% 131,635 6,000 125,635 097% 44,862 44,862 0 34% 3,060 3,060 0 02% 390,000 390,000 3 00% 7,162 7,162 0 06% 143,500 143,500 1 10% 2,476,261 112,092 2,364,169 1817 Police Administration 330,480 330,480 2 54% Patrol Investigation 3,822,767 480,365 3,342,402 25 69% $354,741 Grant revenue Reserves 18,080 18,080 0 14% Records 516,572 10,050 506,522 3 89% Parking Enforcement 27,898 27,000 898 0 01% Contribution to County Humane Society 54,000 54,000 0 41% Contribution to Pencom 182,512 182,512 1 40% CIP -STOP, Police Station Remodel 653,000 653,000 5 02% Total Police 5,605,309 1 517,415 1 5,087,894 I 39 10 %1 Criminal Prosecution 357,908 279,500 78,408 0 60% $19,500 Grant revenue County Jail 510,000 510,000 3 92% District Court Attorney fees 163,624 163,624 1 26% Total Public Safety Criminal Justice I 9,113,102 1 909,007 I 8,204,095 1 63 05 %I Community and Economic Development Planning (net of cost allocation) 307,507 24,525 282,982 2 17% $9,500 Grant revenue Building 229,613 313,000 (83,387) -0 64% Code Compliance 41,800 41,800 0 32% CIP (Waterfront Project) 500,000 500,000 0 00% Building permit revenue Total Community and Economic Development 1,078,920 1 837,525 I 241,395 1 1 86% Public Works Utilities PW Admin and Engineering (net of cost allocation) 519,772 10,000 509,772 3 92% PW Street (Operations) (1) 772,299 772,299 5 94% CIP (Street Related Projects) 48,000 48,000 0 37% Total PW (Excluding Recreational Activities) 1,340,071 1 10,000 1 1,330,071 1 10 22 %I Parks Recreation Park Rec Administration Senior Center Park Facilities Cemetery Marine Life Center Capital Outlay Sports Programs Special Events Youth Programs Fine Art Center Total Park Recreation 233,774 20,750 213,024 174,764 46,864 127,900 1,500,305 54,000 1,446,305 144,378 122,300 22,078 20,250 20,250 9,000 9,000 130,039 65,000 65,039 109,470 44,000 65,470 159,272 63,062 96,210 178,532 119,605 58,927 2,659,784 1 535,581 I 2,124,203 1 64% 0 98% 11 11% 0 17% 0 16% 0 07% 0 50% 0 50% 0 74% 0.45% 16 32 %1 Support to Other Agencies Human Services Contract (United Way) 4th of July Fireworks (Chamber of Commerce) Sister City Dues Total Support to Other Agencies Other Expenditures: 2005 GO Bond (WUGA) Support for Electric Utility Total Expenditures 111 Includes $482,299 of property tax from General Fund revenues. 2012 2012 General Fund Program Program Program Support Cost Revenue Amount Percent Comments 56,250 2,500 375 59,125 1 45,100 51,000 56,250 0 43% 2,500 0 02% 375 0 00% 1 59,125 1 045 %1 Support Services (Net of Cost Allocation) Mayor Council 25,363 25,363 0 19% City Manager 313,356 313,356 2 41% Finance 328,582 279,861 48,721 0 37% Information Technology (IT) 170,846 170,846 1 31% Facility Maintenance 289,297 29,760 259,537 1 99% General Legal Services 139,450 139,450 1 07% Total Support Services (Net of Cost Allocation) 1,266,894 1 309,621 1 957,273 1 7 36% 45,100 0 35% 51,000 0 39% 15,613,996 1 2,601,734 1 13,012,262 1 100.00 %l 2012 Expenditures and Funding Sources Reconciliation to Capital Facility Plan Project Title Public, Safe Funding Sources`� Expenditures CaeneraltJ #tlljy lf ci Budget rants Fund c S upport Reserves ,Rev Funds Electronic medical incident reporting Wireless mobile data City Clerk Remodel (Police Dept) Security Camera Radio Upgrades Westside Fire Station Regional firearms training facility n restructure Aenal mapping Entryway monument NICE program Streets a 420.000 18th Street reconstruction 1st/Front/Race street nodes Alley Paving Race Street Bike lanes Bike facilities /striping /racks Gravel Road paving ADA curb ramps Coho ferry terminal Ediz Hook boat dock repairs Ediz Hook harbor erosion Lauridsen bridge (design) Marine Drive bridge Overlay program Sidewalk program Wayfinding signage Transportation Comprehensive plan Tumwater retaining wall Waterfront development City Pier fire suppression Civic Field upgrade Dog Park moved to Lincoln Park fund Fine Art Center entrance Neighborhood park renovations City Pier Float Replacement ODT Tree Armor Restroom program Shane park Elks park lighting Shane Park playground Vern Burton roof 36,000 50,000 255,000 200,000 171,000 300,000 1,012,000 115,000 25,000 100,000 240,000 40,000 125,000 38,000 20,000 25,000 20,000 9,000,000 905,000 15,000 380,000 50,000 40,000 I 45,000 I 200,000 I 11,323,000 3,683,329 3,683,329 307,000 2,500,000 80,000 100,000 750,000 50,000 125,000 100,000 130,000 200,000 4,342,000 Note: Negative amounts increase reserves for that project 1 I 300,000 413,062 35,000 125,000 35,000 115,000 25,000 100,000 240,000 I 713,062 I 310,062 I 353,000 I 1 I 50,000 I ewaiks 3,011,000 100,000 100,000 244,195 244,195 905,000 724,000 (69,000) 250,000 15,000 15,000 45,000 200,000 200,000 1,704,195 I 1,268,195 3,011,000 I 211,000 I otat Capital improvem nt Fund s 6D0,3391 5 668 257 310,062 211,000 23,000 92,000 25,000 25,000 75,000 48,000 I 167,000 I 25,000 I I 250,000 103,000 500,000 500,000 I 125,000 I 125,000 I 35,000 35,000 45,000 50,000 61,000 I 250,000 I 2,300,000 I 2,300,000 I I I I I 1,789,257 I 901,000 I 292,000 I 86,000 I 2,600,000 2012 Summary of Vehicle Replacements (Included in the 2012 Budget) I Replacement Department Vehicle Type Cost EQUIPMENT PURCHASES Governmental Funds City Manager 42 1999 Oldsmobile cutlass Sedan 22,000 Police Department 53 Reburbish #53 Police 13,500 89 Refurbish Patrol car Police 10,000 40 Replace #40 transfer #4201 from Fire Dept. Police 3,000 New 6X10 Covered trailer Add to fleet 3,700 Fire Department New Pumper Truck for harbor Foam Pumper 257,119 4201 2004 GMC Envoy Truck 22,000 Parks Fund 1811 Utility Field Rake Bunker machines Field Rakes 16,584 1854 60" Deck Mower Mower 23,033 1895 60" Zero -turn Mower Mower 28,000 1896 60" Deck Mower Mower 23,034 1897 60" Deck Mower Mower 23,033 Cemetery 1392 13,000# Backhoe Backhoe 75,000 Street 4500/4499 Street sweeper Sweeper 225,000 Information Technologies 43 1997 Ford Windstar (replace with used Van or SUV) Van 8,000 Equipment Services Fund 1570 18,000# Excavator w /trailer attachments Excavator 115,000 1570 Case Backhoe transfer 20,000 1581 International 10 yard dump transfer 22,000 Other capital for Equipment services NEW Fuel System Upgrade Chip Key Addition other 15,000 NEW Air Compressor other 7,500 NEW Mobile lighting system (new requirement) mobile lighting 7,500 Total Governmental Funds 940,003 Utility Funds Electric Fund 153 Class 5 Truck w /service body hybrid bucket Bucket truck 150,000 163 Class 2 4X4 truck or van with service body Truck w /service body 36,500 Water Fund 1732 Crewcab Truck w /Service body, hyd valve acutator syster Truck 70,000 Total Utility Funds 256,500 GRAND TOTAL 1,196,503 TRANSFERRED EQUIPMENT Governmental Funds Streets 1570 Case Backhoe transfer (20,000) 1581 International 10 yard dump transfer (22,000) Fire Department 4201 transfer #4201 to Police Dept. Police (3,000) (45,000) Total Equipment Services Reserves Used 1,151,503 ELIMINATED EQUIPMENT Water Fund 1757 Case Backhoe Notes Based on the City's new Equipment Replacement Policy adopted in 2008, the Equipment Servies Fund currently has sufficient reserves to purchase all vehicles listed above Transfers to a department require payment from that funds' equipment reserves to the originating fund. These are shown as negative amounts above in the amount of payment. Eliminated vehicles will not be replaced in future years They are part of the City's overall plan to reduce vehicles. Req. CAP 1 CAP 2 CAP 3 CAP 4 CAP 5 CAP 6 CAP 7 CAP 8 CAP 9 CAP 10 CAP 11 One -Time CAPITAL Requ Security Cameras I IT Server Room (HVAC ducting) Fire Suppression Equip/Training Phone Upgrade WWTP Heat Pump Repl (2 pumps) Police Space Remodel Server Upgrade WWTP Voice Radio Narrowbandmg Lg Diam Fire Hose Repl Training Workstation WWTP Hydraulic Model Update WWTP TOTAL CAPITAL ONE -TIME CAPITAL REQUESTS (Included in the 2012 Budget) Original Eliminated For Council Fundina Source Request Requests Consideration General Fund Other 103,000 103,000 103,000 Port Security Grant Match 80,000 80,000 80,000 Upgrade /add ducting in server room 28,076 28,076 28,076 Receive equipment/training worth $114,000 Port Security Grant Match 24,000 24,000 24,000 20,000 20,000 10,000 10,000 General Fund and PenCom to split cost equally 300,000 300,000 250,000 50,000 Estimate per Terry G. 16,500 16,500 16,500 111,000 111,000 39,000 72,000 14,090 14,090 14,090 Potentially repaired instead of replaced 6,550 6,550 6,550 100,000 100,000 100,000 Waiting for Supplemental (not capital, in 4810) 803,216 803,216 444,166 359,050 PER 1 PER 2 PER 3 PER 4 PER 5 PER 6 PER 7 PER 8 PER 9 PER 10 PER 11 PER 12 PER 13 PER 14 PER 15 PER 16 PER 17 PER 18 PER 19 Req. PERSONNEL Requests Patrol Officers (5) Community Service Officers (2) Medical Officer (1) Records Specialist (1) City Clerk Office Assistant (2) Part-time Patrol Officer (1) Seasonal Laborer (1) Parking Enforcement (1) WW Pre Treatment Intern (1) City Clerk Reclass Assistant City Manager Deputy Director of Finance Parks Caretaker Reclass Assistant Planner Regrade IT System Administrator Hearing Examiner Municipal Court AMI Project Coordinator j 18 -month Source Control Spec PERSONNEL ON -GOING REQUESTS (NOT included in the 2012 Budget) Fund/ Original Division Request 001.5022 613,250 001.5022 144,500 001.6060 102,001 001.5029 54,698 001.1230 32,104 0015022 30,000 403 7480 20,175 001.5029 18,281 403 7480 16,000 001.1230 8,273 001.1210 3,882 001.2010 3,804 001.8080 3,608 001.4010 1,993 502 2081 (5,764) 001 1210 50,000 4517188 30,000 403 7480 154,700 Eliminated Requests (613,250) (102,001) (32,104) For Council Funding Source Consideration General Fund Other 144,500 144,500 54,698 54,698 30,000 30,000 20,175 20,175 18,281 18,281 16,000 16,000 8,273 8,273 3,882 3,882 3,804 841 2,963 3,608 758 2,850 1,993 1,993 (5,764) (778) (4,986) 50,000 50,000 30,000 30,000 154,700 154,700 TOTAL PERSONNEL $1,096,805 (747,355) 349,450 312,447 $37,003 ELIMINATED Includes salary/benefits, supplies, vehicles ELIMINATED ELIMINATED No benefits 8 month position Temporary, extend every 4 months $10 /h r. M26 to M30 CED Director Reclass current Finance System Specialist (primarily utility funded) A14 to A17 A20 to A24 and new Project Mgr Title Reclass current IT System Coordinator Should be CM budget per Nathan No request submitted Temporary 2012 only Grant funded, no City match (no formal request submitted yet) Statement of Revenue, Expenditures and Changes in Fund Balance -By Department General Fund for the Years 2009 -2012 Revenues: Taxes' Licenses Permits Intergovernmental Revenues Charges for Services' Fines Forfeitures Miscellaneous Revenues Transfers from Other Funds *Criminal Justice Electric (ROI) Lodging Tax -Parks Recreational Activities Senior Center Maintenance One -time Transfers to Close Funds 2 797,923 Total Revenues 1 17,114,568 1 18,307,728 Expenditures by Department Mayor Council City Manager Community Services Finance Legal Community and Economic Development Police Fire Public Works Parks Recreation Recreational Activities Facility Maintenance County Jail District Court Contribution to Pencom Information Technology Retirements Total Expenditures Support to Other Funds: Transfers to Other Funds Fine Arts Center Recreational Activities' 2005 GO Bond (WUGA) Street (Operations) Medic I (Operations) Electric Utility (Operations) CIP Funds Total Support to Other Funds Total Expenditures Revenue Less Expenditures Increase (Decrease) in Reserves Fund Balance: Beginning Fund Balance Total Ending Fund Balance Committed for Council Contingency Assigned Unassigned 1 10,454,971 481,052 567,439 4,698,012 315,921 247,973 270,000 59,200 20,000 59,687 760,898 65,000 2,029,382 702,700 566,090 4,208,203 1,986,685 1,610,842 2,102,730 433,127 436,084 112,765 189,674 140,604 39,016 15,443,487 1 27,500 176,283 45,208 198,800 346,912 10,976,487 413,115 835,895 4,473,973 282,154 213,981 235,000 59,200 20,000 70,092 690,192 58,750 2,037,531 757,663 777,412 4,413,955 1,988,811 1,665,185 1,869,798 516,241 593,395 112,928 189,674 156,059 15,897,686 24,750 170,000 45,208 145,000 360,000 4,273,149 5,558,235 250,000 1,065,440 4,273,149 4,242,794 10, 874, 534 11,420,432 11,462,190 360,397 829,618 466,917 805,599 734,559 795,016 4,921,593 4,940,117 5,026,946 287,000 250,000 287,000 212,011 209,927 146,570 59,200 72,000 17,592,334 1 24,750 45,172 166,000 374,000 5,143, 235 250,000 1,048, 311 3,844,924 59,200 59,200 72,000 62,000 60,000 18,575,853 1 5,453,708 250,000 1,048, 311 4,155,397 18,305,839 1 71,139 64,886 68,382 752,042 728,893 753,032 61,625 59,125 59,125 2,218,132 2,222,702 2,296,202 881,491 744,748 765,811 674,322 667,340 636,920 4,613,208 4,480,024 4,739,747 2,052,499 2,021,623 2,198,160 1,753,025 1,781,871 1,853,066 1,986,879 2,130,066 2,082,471 396,830 393,263 398,781 538,272 518,991 524,996 380,000 550,000 510,000 145,000 145,000 163,624 189,674 189,674 189,674 169,309 169,309 170,846 88,965 41,008 94,152 16, 972,412 I 16, 908,523 I 17,504, 989 1 24,750 24,750 4,398,023 4,273,149 5,558,235 5,558,235 5,453,708 4,252,708 250,000 715,519 3,287,189 587,656 5 40 106,520 (10,583) 105,353 (65,441) N/A (10,000) (13 89) N/A 713,505 4.06 (2,757) 990 (2,500) 78,070 (115,680) (37,402) 126,539 145,661 100,041 95,592 1,951 (13,276) 130,000 18,624 1,537 5,187 532,577 29 56 (1 31) 2 14 (30 87) (3 88) 0 13 (4 06) 3 52 (13 12) (5 55) 2 74 7 10 571 4 81 0 49 (2 47) 34 21 12 84 091 5 83 3.14 N/A 45,172 45,100 (72) (0 16) 166,000 290,000 124,000 74 70 374,000 390,000 16,000 4 28 N/A 1,001,250 380,000 425,000 1,161,935 1,201,000 776,000 182 59 1,795,953 1 1,124,958 1,034,922 1 1,771,857 1 2,001,850 1 966,928 93.43 17,239,440 I 17,022,644 18,007,334 1 18,680.380 1 19,506,839 I 1.499,505 8.33 (124,872) 1,285,084 (415,000) (104,527) (1,201,000) (124,872) 1,285,084 (415,000) (104,527) (1,201,000) In 2011, Criminal Justice Taxes of $250,000 were moved from the Special Revenue Funds and the the support transfer to the General Fund was discontinued 2 For 2010, in compliance with GASB 54 requirements, the following special revenue funds are closing and remaining :funds are being transferred to the General Fund K -9 $12,634, Criminal Justice $320,158, Waterfront Trail $36,228, Contingency $250,000, William Shore MPD $11,247, and LID $138,935 3 In 2011, Recreational Activities was moved from the Special Revenue Funds to the General Fund and the support transfer from General was discontinued Mandated to Provide Program 0-4 Scale (4= State /Federal Mandate; 2= Ordinance! Resolution; 0 =No Mandate Department Division Program Score Evaluation riteria Basic Program Attributes Priority Results Cost Recovery of Program 0-4 Scale based on Percentage (4 =75 -100 3= 50 -74 2= 25 -49 1= 1.24 Score Change in Reliance on Demand for City to Service Provide Service -4 to 4 Scale 0-4 Scale (-4= demand (4 =Only City can significantly provide service; decreasing; 1 -3 =Can be 4= demand contracted significantly 0 =other entities increasing) can provide) Score Score On a scale of 0 to 4 points 0 program has no influence on achieving the Result 1 program has some influence on achieving the Result 2 program influences the Result 3 program has a strong influence on the Result 4 program is essential to achieving the Result Program Score City Manager Council City Manager I Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council City Manager Council Department Program Scorecard VO 4 Citizen Outreach Council Meetings Regional, State and National Associations Advisory Boards and Committees Human Services Contract (United Way) Sister City Interntional Dues Peninsula International Relations Assoc Animal Control (Humane Society) Marine Life Center (Art Feiro Marine Life Center) Independence Day Fireworks Downtown Main Street Program (PADA) Clallam County Economic Development Council Fine Art Center Support from General Fund 9 16 3 10 5 0 10 2 0 3 5 8 6 3 4 4 2 4 3 1 3 3 7 19 11 5 8 14 2 9 5 1 1 2 9 20 20 4 17 2 12 13 6 4 3 6 12 Financially Plan for a Excellence in Our Unique Economic Responsible Sustainable Government Community Development Public Safety Government Community Score 16 19 11 14 7 1 11 4 1 6 9 11 Score 16 20 14 16 10 3 14 9 1 10 12 14 Score 20 20 13 17 5 7 12 6 1 6 10 12 Score 19 18 13 17 6 10 10 11 8 11 11 16 The above results were tallied from the score cards submitted by Dan DiGuilio, Patrick Downie, Cherie Kidd, Max Mania, and Brooke Nelson No other scores were submitted Score 15 18 12 14 4 3 9 10 2 11 12 11 Score 11 19 10 14 12 0 16 1 6 8 5 6 152 167 88 131 69 40 0 108 57 23 62 75 106 Budget Revenue Comparisons by Fund General Fund 17,114,568 18,307,728 17,592,334 18,575,853 18,305,839 713,505 4.06 Special Revenue Funds Lodging Excise Tax 487,341 486,087 478,644 460,891 475,724 (2,920) (0 61) Street 1,402,654 1,723,217 1,715,557 1,699,383 1,780,197 64,640 3 77 Real Estate Excise Tax #1 134,524 121,192 129,128 123,158 122,191 (6,937) (5 37) Real Estate Excise Tax #2 129,826 117,830 124,408 123,685 122,556 (1,852) (1 49) Criminal Justice 238,096 245,882 N/A PenCom 2,160,941 2,125,669 2,111,088 2,451,505 2,414,027 302,939 14 35 Recreational Activities 402,013 399,066 N/A Port Angeles Housing Rehab 251,352 179,711 587,827 944,328 76,223 (511,604) (87 03) Electnc Utility Rural Econ Dev Rev Fund 54,964 55,096 55,119 54,976 3,407 (51,712) (93 82) Economic Development 427,944 231,286 238,787 215,508 325,581 86,794 36 35 Cultural Resources 292,281 6,821 148,435 143,720 59,183 (89,252) (60 13) William Shore Memorial Pool District 291,515 256,789 N/A Miscellaneous Funds (2) 17,349 22,364 16,390 12,372 15,765 (625) (3 81) Total Special Revenue Funds 6,290,800 5,971,010 5,605,383 6,229,526 5,394,854 (210,529) (3.76) Debt Service Funds 2001 Refunding G 0 Bond (Sr Ctr Fire Hall) 386,736 309,980 394,497 392,988 167,898 (226,599) (57 44) 2005 Refunding G O Bond (Library) 278,056 285,442 281,270 281,186 286,929 5,659 2 01 2005 LTGO Bond (WUGA) 249,519 249,771 249,935 252,955 251,534 1,599 0 64 2006 LTGO Bond (Property Acquisition) 71,592 73,453 74,188 72,269 68,360 (5,828) (7 86) Total Debt Service Funds 985,903 918,646 999,890 999,398 774,721 (225,169) (22.52) Permanent Funds Cemetery Endowment Fund 7,938 6,868 6,883 5,578 3,262 (3,621) (52 61) Esther Webster Trust Fund 304,787 219,008 193,125 194,422 179,355 (13,770) (7 13) Total Permanent Funds 312,725 225,876 200,008 200,000 182,617 (17,391) (8.70) Enterprise Funds Electnc 30,136,233 38,719,018 33,841,372 35,336,237 39,408,692 5,567,320 16 45 Electric Conservation 494,428 755,741 806,634 2,249,119 1,113,339 306,705 38 02 Water 5,312,167 8,938,102 6,582,064 5,498,383 5,758,320 (823,744) (12 51) Water Treatment Plant 162,741 144,742 152,981 134,215 91,687 (61,294) (40 07) Wastewater 6,348,220 8,729,423 18,865,593 9,827,221 19,819,218 953,625 5 05 Solid Waste Collection 3,274,988 3,284,633 3,299,493 3,263,033 3,243,601 (55,892) (1 69) Solid Waste Transfer Station /Landfill 4,896,515 5,114,224 5,423,606 5,220,640 5,365,737 (57,869) (1 07) Stormwater 743,286 1,203,454 2,442,132 2,384,308 781,827 (1,660,305) (6799) Medic I 1,392,701 1,447,270 1,519,290 1,502,590 1,499,520 (19,770) (1 30) Total Enterprise Funds 52,761,280 68,336,607 72,933,165 65,415,746 77,081,941 4,148,776 5.69 Internal Service Funds Equipment Services 1,567,659 1,047,969 1,250,070 1,137,923 1,324,752 74,682 5 97 Information Technology 872,464 1,052,499 1,230,392 1,232,922 1,194,184 (36,208) (2 94) Self- Insurance 4,416,656 4,646,197 5,044,949 5,041,975 5,411,800 366,851 727 Total Internal Service Funds 6,856,779 6,746,665 7,525,411 7,412,820 7,930,736 405,325 5.39 Fiduciary Funds Firemen's Pension 73,133 51,621 29,843 28,391 25,799 (4,044) (13 55) Total Fiduciary Funds 73,133 51,621 29,843 28,391 25,799 (4,044) (13.55) Governmental Capital Projects Funds 3,709,477 2,862,670 4,701,432 3,817,199 5,602,375 900,943 19 16 Sub -total Revenues 88,104,667 103,420,823 109,587,466 102,678,933 115,298,882 5,711,416 5.21 Reserves Used 14,914,398 8,339,146 15,544,219 629,821 4 22 Total All Funds 88,104,667 103,420,823 124,501,864 111,018,079 130,843,101 6,341,237 5.09 (1) Accounting for Recreational Activities was moved to the General Fund in accordance with GASB 54 reporting requirements (2) Miscellaneous funds include Firearms Range, Drug Task Force, Sr Center Maintenance and closed funds (3) Funds include Capital Improvement, Property Management, Park Improvement and closed funds (4) Reserves used are mostly related to capital projects in Electric, Water, Wastewater and Stormwater Budget Expenditures Comparisons by Fund General Fund A'mend'ed;" 17, 239, 440 17, 022, 644 18,007,334 18,680,380 19,506,839 1,499,505 8.33 Special Revenue Funds Lodging Excise Tax 584,031 760,551 499,556 502,056 408,960 (90,596) (18 14) Street 1,480,782 1,738,255 1,715,557 2,049,656 1,800,197 84,640 4 93 Real Estate Excise Tax #1 263,412 366,479 61,666 186,667 185,795 124,129 201 29 Real Estate Excise Tax #2 290,078 89,274 88,470 213,470 212,665 124,195 140 38 Criminal Justice 270,000 555,157 N/A Pencom 2,333,132 2,210,362 2,198,088 2,562,044 2,634,080 435,992 19 84 Recreational Activities 380,558 521,288 0 N/A Port Angeles Housing Rehab 285,392 198,403 532,269 1,064,269 329,300 (202,969) (38 13) Electric Utility Rural Econ Dev Rev Fund 25,000 25,000 50,000 200,000 50,000 Economic Development 272,840 1,089,527 1,576,814 1,337,219 2,837,033 1,260,219 79 92 Cultural Resources 149,393 238,540 249,459 159,192 156,484 (92,975) (37 27) William Shore Memorial Pool District 288,825 259,475 N/A Miscellaneous Funds 44,549 303,130 9,100 68,500 11,000 1,900 20 88 Total Special Revenue Funds 6,667,992 8,355,441 6,980,979 8,343,073 8,625,514 1,644,535 23.56 Debt Service Funds 2001 Refunding G O Bond (Sr Ctr Fire Hall) 388,454 385,704 391,704 391,704 166,904 (224,800) (57 39) 2005 Refunding G O Bond (Library) 281,354 284,904 280,904 280,904 286,704 5,800 2 06 2005 LTGO Bond (WUGA) 249,769 249,769 249,569 249,569 249,170 (399) (0 16) 2006 LTGO Bond (Property Acquisition) 86,890 86,889 86,890 86,890 86,891 1 0 00 LID Control 138,934 N/A Total Debt Service Funds 1,006,467 1,146,200 1,009,067 1,009,067 789,669 (219,398) (21.74) Permanent Funds Esther Webster Trust Fund 193,371 165,261 178,857 178,205 178,532 (325) (0 18) Total Permanent Funds 193,371 165,261 178,857 178,205 178,532 (325) (0.18) Enterprise Funds Electric Utility 28,935,669 33,784,645 40,659,652 37,169,670 41,728,722 1,069,070 2 63 Electric Conservation 864,715 1,195,150 993,372 2,367,965 1,247,628 254,256 25 60 Water 4,830,245 5,238,428 9,167,999 6,783,231 8,984,829 (183,170) (2 00) Water Treatment Plant 223,263 180,217 165,039 165,039 258,529 93,490 56 65 Wastewater 5,600,708 6,735,878 19,874,063 10,099,243 23,385,571 3,511,508 17 67 Solid Waste Collection 3,385,089 3,352,261 3,640,967 3,511,223 3,558,906 (82,061) (2 25) Solid Waste Transfer Station /Landfill 5,382,262 5,603,604 5,796,504 5,397,664 5,446,222 (350,282) (6 04) Stormwater 457,793 962,566 2,732,492 2,586,480 1,244,298 (1,488,194) (54 46) Medic I 1,367,272 1,453,414 1,519,290 1,514,777 1,499,520 (19,770) (1 30) Total Enterprise Funds 51,047,016 58,506,163 84,549,378 69,595,292 87,354,225 2,804,847 3.32 Internal Service Funds Equipment Services 1,308,568 1,915,666 1,545,152 1,615,070 1,842,665 297,513 19 25 Information Technology 937,094 889,618 1,749,872 1,562,017 1,249,482 (500,390) (28 60) Self- Insurance 4,332,905 4,645,938 5,129,299 5,151,975 5,411,800 282,501 5 51 Total Internal Service Funds 6,578,567 7,451,222 8,424,323 8,329,062 8,503,947 79,624 0.95 Fiduciary Funds Firemen's Pension 106,602 133,173 141,741 144,776 151,568 9,827 6 93 Total Fiduciary Funds 106,602 133,173 141,741 144,776 151,568 9,827 6.93 Governmental Capital Projects Funds 3,783,969 3,498,532 5,210,185 4,738,224 5,732,807 522,622 10 03 Sub -total Expenditures 86,623,426 96,278,636 124,501,864 111,018,079 130,843,101 6,341,237 5.09 Designated for Reserves 1,481,241 7,142,187 N/A Total All Funds 88,104,667 103,420,823 124,501,864 111,018,079 130,843,101 6,341,237 5.09 "Accounting for recreational activities was moved to the General Fund in accordance with GASB 54 reporting requirements (2) Funds include Drug Task Force, Firearms Range and Sr Center Maintenance (3) Funds include Capital Improvement, Property Management, Park Improvement and closed funds Street Fund Departmental Summary Fund :Street Revenues Property Taxes Motor Vehicle Fuel Taxes Interest on Investments Grants Permits Judgements /Settlements Miscellaneous Support from Utilities Engineering Charges (Operations) Support from General Fund (Operations) Support from SW Collections Fund (Street Sweeper) Total Revenues Expenditure by Object Personnel Supplies Charges for Services Transfer to CIP Fund (Paving /Overlay Program) Capital Outlay Total Expenditures Net increase (Decrease) in Fund Balance Beginning Fund Balance Ending Fund Balance Personnel Summary Department Public Works Utilities 482,299 417,035 16,077 17,211 4,400 7,886 3,807 105,139 223,800 125,000 1,402,654 860,593 177,730 442,458 1,480,782 1 (78,127) 666,238 588,111 11.50 1 482,299 417,167 10,958 69 210 709 516,805 170,000 125,000 1,723,217 942,349 247,836 398,070 150,000 1,738,255 I (15,035) 588,111 573,077 13.50 1 482,299 415,507 15,681 5,000 5,000 300 475,770 166,000 150,000 1,715,557 1,002,738 280,210 432,609 1,715,557 I 573,077 573,077 13.50 I 482,299 404,878 10,136 7,600 1,700 476,770 166,000 150,000 1,699,383 I 993,289 267,057 489,310 300,000 2,049,656 1 482,299 403,542 7,056 5,000 5,000 300 437,000 290,000 150,000 1,780,197 1,016,817 284,852 489,528 9,000 1,800,197 I (350,273) (20,000) 573,077 222,804 222,804 202,804 13.50 1 13.50 1 Account Number 102 -7230 (11,965) (8,625) (38,770) 124,000 64,640 1 14,079 4,642 56,919 9,000 84,640 I (2 88) (55 00) N/A (8 15) 74 70 3.77 I 1 40 1 66 13 16 N/A N/A 4.93 Medic I Utility Fund Summary of Revenues and Expenditures Fund 'Medic I Utility Fund Revenue Charges For Services Utility Charges For Services- Ambulance Charges For Services -Other Grants Interest on Investments Other Revenue Transfer from General Fund Total Revenue Expenses by Object Personnel Supplies Charges for Services Contribution to Pencom Capital Outlay Transfer for Capital Total Expenses Revenues less Expenses Net Increase (Decrease) in Cash Personnel Summary 1 1 1 Department Fire Account Number 409 -6025 10/18/2011 4 30 PM 524,012 541,105 600,181 587,552 585,552 (14,629) (2 44) 502,577 526,963 526,526 522,513 507,192 (19,334) (3 67) 13,068 13,543 12,650 13,000 12,850 200 1 58 1,726 2,186 1,700 1,738 1,700 2,719 2,211 2,983 1,337 976 (2,007) (67 28) 1,687 1,262 1,250 2,450 1,250 346,912 360,000 374,000 374,000 390,000 16,000 4 28 1,392,701 1,447,270 1,519,290 1,502,590 1,499,520 (19,770) (1.30)1 993,873 1,060,554 1,111,167 1,102,673 1,105,358 (5,809) (0 52) 37,773 46,267 48,805 51,016 51,239 2,434 4 99 272,824 273,227 293,441 295,211 280,121 (13,320) (4 54) 62,802 62,802 62,802 62,802 62,802 10,564 N/A 3,075 3,075 (3,075) (100 00) 1,367,272 1,453,414 1,519,290 1,514,777 1,499,520 (19,770) (1.30) 25,429 (6,144) (12,187) Cash Unrestricted 50,174 26,690 56,907 26,669 26,669 Cash Designated For Medical Equipment 22,551 30,217 18,051 18,051 Ending Cash Balance 145,007 56,907 56,907 44,720 44,720 Net Working Capital 219,323 301,205 301,205 289,018 289,018 10.00 I moo I moo I moo I 10 00 I I I i [G \GROUPWCCT\BUDGET07 \ENTERPRISE \FUND 409 MEDIC II