Loading...
HomeMy WebLinkAboutPACKET Town Board Study Session Budget 2017-10-13Friday, October 13, 2017 Meeting #1: 8:30 a.m. to 12:00 p.m. Town Board Room 1 Budget Overview ■ General ■ Employment Compensation/Benefits 2. Presentation of the following funds/departments: Internal Service Funds ■ Fleet Maintenance ■ Information Systems Technology ■ Vehicle Replacement General Fund ■ Executive ■ Legislative ■ Judicial ■ Administrative Services ■ Employee Benefits ■ Finance ■ Community Development - Planning - Building Safety ■ Community Services - Visitor Center - Events (includes Event Center) - Transportation ■ Police - Patrol Division - Dispatch Division - Community Service Division - Emergency Response Fund* (1A Fund) Memo To: Honorable Mayor Jirsa Board of Trustees From: Frank Lancaster, Town Administrator Duane Hudson, Finance Director Date: October 13, 2017 RE: Budget Work Sessions Background: Town staff have been working on the proposed 2018 budget beginning with the Capital Improvement Plan in April 2017 and continuing throughout the summer. The proposed budget also reflects the Board's strategic plan updated July 6th. Departments prepared their initial requests and presented this to the Finance Office and the Town Administrator. Finance compiled the information into a working document and then the Town's Department Heads and other key staff held meetings to collaboratively review each departmental budget and the budget as a whole from a town -wide perspective. Finally, Finance worked with the Town Administrator to develop the proposal being presented in these budget work sessions. The recommended budget includes funding for a 2% merit pool for employees, similar to the 2017 budget. The proposed budget also includes market rate adjustments to the pay scales to keep the pay competitive with the surrounding labor market as specified by Board policy. October 13th will be the first of two Board work sessions to discuss the proposed budget. Department heads and other appropriate staff will deliver brief presentations reviewing their respective sections of the budget, highlighting significant revenue and expenditure items within their budgets. The presentation will focus on the line items presented within the budget document, recognizing that some line items are actually aggregations of detailed accounts and sub -accounts within the accounting system. This helps keep the budget document manageable while still providing sufficient cost details. Staff will be able to address any questions regarding the detailed costs within the budgeted line items. Basic Budget Strategy and Highlights The General Fund continues to be a point of focus, balancing ongoing costs with ongoing revenues and then only using one time funds (such as fund balance) for one time expenses. We are pleased to present the proposed 2018 budget for the General Fund which includes a projected ending fund balance of $4,151,278 (23% of proposed expenditures). Sales tax revenues are projected to continue to increase in 2018 at approximately 3%, based upon the true underlying change in taxable sales for 2017 year to date. Staff has made significant progress in closing out the Town's flood related grants. Once the State completes their review of the FEMA grants, the documentation is submitted to FEMA for final review and approval. Upon FEMA's approval, the final grant reimbursements should be released. It is unknown how long this may take or if FEMA may disallow some of the costs. To compensate for that, a 10% reduction in anticipated grant revenues has been reflected in the revenue projections for selected FEMA grants. Service Proposal Changes As part of the continuing effort to improve the budget development process, multiple budget development levels were used. The base budget level provides funding for continuation of current operations with no significant changes. It includes the current services, factors in market adjustments to the compensation pay scales, benefit adjustments for changes in rates, and other non -optional adjustments such as CIRSA rate changes, bi-annual costs such as legally required actuarial studies, etc. Changes to the base budget were requested and tracked through use of service proposals. In the effort to present a balanced budget for the Town, especially for the General Fund, staff made some tough decisions and cost saving measures. In order to maintain adequate reserves and a balanced budget, not all of the service proposals were able to be included within the proposed budget. A separate PDF document has been prepared for your reference detailing both the funded and unfunded service proposals. Remaining Budget Timeline This year, the budget work sessions will be held on October 13th and 20st from 8:30 am to 12:00 pm each day. The work session agendas are included within this budget packet, outlining the functions to be discussed each day. It is fully anticipated that there may be modifications needed after going through these sessions. The revisions will be made and included in the final proposed budget to be presented November 14th at the Town Board meeting with the Town Board to consider adoption at the November 28, 2017 meeting. December 15th is the statutory deadline to complete adoption of the budget and to certify the property tax levy to Larimer County. The bound budget documents will be prepared and distributed by the end of January 2018, if not much earlier. Summary Staff have made many tough decisions that were necessary to present the Town Board with a balanced budget. There are many needs that simply cannot be funded with the current financial realities facing the Town. However, the proposed budget will help keep the Town on a solid financial footing while providing funding to help address some of the critical issues facing our community. 10/9/2017 Formulated around: ❖ Board Strategic Plan ❖ Continuation of Existing Basic Services ❖ Capital Improvement Plan (CIP) ❖ Board Policies on Fund Balance Levels and Reserves 10/9/2017 Base Budget ❖ Current Services ❖ Compensation Adjustments ❖ Benefit Adjustments ❖ Non -optional Adjustments Such As: ••• Workers Comp ❖ CIRSA Insurance Any additional requests for programs, equipment and or staff above and beyond the base budget 10/9/2017 Finance Department determines what is available for Service proposal based on base budget, projected revenue and impact on available fund balance o• One Time Ongoing. Reviewed by Finance, HR, Facilities, Fleet, IT as appropriate. Discussed by Leadership Team. Leadership Team individually prioritized all service proposals • Combined Leadership Team prioritization reviewed by Town Administrator Town Administrator prioritization using input and recommendations from Leadership Team Review and comment on Town Administrator recommendations by Leadership Team Final recommendations from Town Administrator 10/9/2017 Number of Service Proposals : 34 Amount Available :—$500,000 Amount Requested: $1,609,653 Number Recommended: 8 Amount Recommended: $519,241 Number of Service Proposals : 24 Amount Available: $1,500,000 Amount Requested: $2,289,130 Number Recommended: 14 Amount Recommended: $1,098,630 10/9/2017 Town of Estes Park Fiscal Year Ended December, 31, 2018 PROCESS OVERVIEW: ❖ Budget development is a 7-8 month process :• April 2017 — Begin CIP project development ❖ July 2017- Town Board Strategic Planning Meeting ❖ July 2017 — Departments complete budget requests ❖ July -Aug 2017 — Leadership Team reviews draft requests ❖ Aug 2017 — Proposed budget due to Town Administrator ❖ Sept — Oct 2017 — Proposed budget to Town Board 10/9/2017 PROCESS OVERVIEW — Coming Up: ❖ Oct 13 & 20, 2017 — Town Board budget worksessions ❖ Nov 14, 2017 — Present budget overview at Town Board ❖ Nov 28, 2017 - Budget approval at Town Board meeting ❖ Dec 15, 2017 — Certify property tax levy to County ❖ Jan 2018 — Distribute bound budgets ❖ Jan 2018 — Submit adopted budget to State OVERVIEW TOPIC: +Balanced Fund Strategic Objective +General Fund fund balance continued to be point of focus. ❖Staff jointly developed recommendations from a Town -wide perspective ❖Proposed budget includes a 2% merit pool for employees ❖Difficult decisions were made to present a proposed balanced budget for 2018 •.•Numerous needs were not funded due to resource limitations •.•Staff will highlight these during their respective sections 10/9/2017 Sales Tax — 8.55%: •S 58.48 cents of every dollar of sales tax goes to the Town ❖ Sales taxes are projected to continue at approximately 3% for the remainder of 2017 •S 2018 projections are at 3% over the 2017 actuals & projections. Sales Taxes ® Town 5% State 2.9% ® Larimer County .65% Funds Receiving Sales Tax: ❖ General Fund ❖ 1 A Funds + #236 — Emergency Response Fund ❖ #238 — Community Center Fund ❖ #244 — Trails Fund ❖ #260 — Streets Improvement Fund ❖ These will be reviewed in more detail by each department 10/9/2017 OVERVIEW TOPIC: ❖ Major Accounting Changes ❖2017 — No similar accounting changes made ❖2018 — No significant accounting changes made OVERVIEW TOPIC: ❖ Major Grant Projects :•Capital projects, including the grant revenue, are budgeted in total up front +No significant new grant projects in 2018 budget ❖Several grant projects are expected to roll over from 2017 •.•Fish Creek flood repair grants are most significant 10/9/2017 Revenue = $14,969,385. Transfers In (Out) = $525,612 Expenses = $16,406,031 Services include: + Town Administration Functions + Police + Community Development Functions + Streets + Parks ❖Special Events ❖Various Other Governmental Functions 10/9/2017 Included: ❖ Various proposals to be covered in the individual function presentations Not included: + Various proposals to be covered in the individual function presentations $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $ 2,000,000 $0 2016 Actual $18,243,418 2017 2018 Revised Proposed $22,972,603 $16,845,319 a Sales Tax $11,139,500 a Property Tax $378,960 ■ Departmental Revenues $2,482,225 ■ Transfers In $1,875,934 Other Revenue $968,700 Total = $16,845,319 10/9/2017 $12,000 $10,000 $13,000 $6,000 $4,000 $2,000 $0 General Fund Amounts in Thousands $11,139 $8,730 $7,628 F' $9,779 $10,254 10,815 2013 2014 2015 2016 2017 2018 Property taxes are a small but important source of revenue for the Town ❖ $378,960 revenue projected for 2018 ❖ Only in General Fund ❖ No special property tax levy Mill levy is 1.822 •3 .001822 % of assessed valuation 10/9/2017 Total General Fund departmental revenues — $2,482,225 ❖Covered during the specific department sections ❖Includes both operating grants and capital grants +$15,000 in General Fund grants for 2018 •$6,981,249 in General Fund capital grants budgeted in 2017 ❖Capital grants are budgeted in 2017 and then will be rolled forward at end of year ❖Includes charges for services and other department specific revenues Operating Transfers Into the General Fund: ❖ $1,731,233 transfer from Light and Power Fund ❖ $144,701 transfer from Water Fund 10/9/2017 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $ 3,000,000 $2,000,000 $1,000,000 $0 2016 Actual 2017 Revised $17,020,136 $23,332,383 2018 Proposed $17,756,353 ti Oper & Maint $6,893,373 in Personnel $8,897,023 ■ Capital $552,100 in Debt Service $63,535 (Transfers Out $1,350,322 Total = $17,756,353 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $ 3,000,000 $ 2,000,000 $1,000,000 $0 2016 2017 2018 Actual Revised Proposed $7,923,198 $8,471,330 $8,897,023 2018 Changes will be reviewed at the Department level. 10/9/2017 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $ 2,000,000 $1,000,000 $0 2016 2017 2018 Actual Revised Proposed $6,587,612 $7,153,370 $6,893,373 2018 Changes will be reviewed at the Department level. $7,000,000 $6,000,000 $5,000,000 $4,000,000 $ 3,000,000 $ 2,000,000 $1,000,000 $0 2016 Actual 2017 2018 Revised Proposed $1,490,792 $6,664,416 $552,100 2018 Capital projects will be reviewed at the Department level. 30/0 10/9/2017 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 2016 Actual $955,000 2017 2018 Revised Proposed $977,921 $1,350,322 2018 Transfers Out To Community Reinvestment Fund - $1,350,322 8% Operating Transfers Out of the General Fund : •S$515,322 transfer to Community Reinvestment Fund (CRF) ❖For the annual COPs payment on Multipurpose Event Center financing. +$435,000 transfer to Community Reinvestment Fund ❖$399,932 used for annual payment on Parking Garage financing. ❖$400,000 transfer to Community Reinvestment Fund ❖Option to partially transfer sales tax from 2013 and 2015 for parking garage 10/9/2017 $400,000 Transfer to CRF for Parking Garage: ••Original parking garage financing plan included $1.7 million of General Fund sales taxes from 2013 and 2015 ❖Actual previously spent was only $1.2 million :•Remaining funds were budgeted for other purposes in subsequent years ❖Project budget will not have significant savings as projected without transfer +A detailed explanation is provided in a separate memo $400,000 Transfer to CRF for Parking Garage: ❖ Excess (if transfer is made) will be set aside in a reserve for future refinancing of parking garage obligation ❖ Optional — Not necessary to complete project ❖ Could use $400,000 in General Fund for other one time projects in 2018 10/9/2017 FUND BALANCE ❖General Fund fund balance (GFFB) has been the subject of much discussion recently. Per Policy # 660, the required O&M reserve is defined as: "unrestricted/spendable fund balance / total expenditures". ❖Includes TABOR reserve ❖The current GFFB target is 20% (Policy # 660) +2018 Proposed GFFB — 23% 10/9/2017 Conducted annual compensation survey — completed by consultant Eric Marburger. + Town uses market based job evaluation method. ❖ 5 market pay families established in 2013. ADMIN, LTSC, T&P, MGMT & PS ❖ 1 additional pay family created in 2016 — Lineworker. ❖Market Range Adjustments: — ADMIN increase by 3.0% - LTSC increase by 2.5% — T & P increase by 2.2% - MGMT increase by 0% — PS increases by 3.0% - Journey Lineworker 1.9% — Recommend moving ranges and providing a market adjustment equal to the market shift. ❖ Included a 2% Merit Pool to move Employees through the Pay Range. 10/9/2017 Hays Companies has been working closely with staff and the Insurance Committee to review all benefits for the Town. •A Moved to an unbundled partially self -insured medial plan in 2017 — UMR. ❖ Gained significant cost savings by moving Stop Loss Coverage. ❖ Budgeted 8% increase for medical insurance (still in negotiations). •3 Maintaining current medical coverages for 2018. :• Too cost prohibitive to reinstate medical coverage for spouses. + UMR/Berkshire (Medical) — 8% + Due to claims history & medical fund balance. ❖ Renewal below Industry trend. + Standard (Dental) — 4%. • VSP (Vision) — No increase. ❖ Lincoln Life (Life & AD&D) — Nominal Change. ❖ Mines (Employee Assistance Plan) - No increase. ❖ Upgrading Air Ambulance to MASA (Air & Ground) ❖ Teladoc 10/9/2017 :• Continue to investigate options to retain a comprehensive benefit package at the best affordable rate. •A Continue to educate employees and their families on how to maximize benefit offerings. ❖ Grow the Wellness Committee to provide an Employee Directed Wellness Program. 10/9/2017 Revenue = $428,825 Transfers In (Out) = $0 Expenses = $427,851 PUBLICS WORK DEPT 2018 TOTAL OPERATING EXPENSES: $4,045,702 Engineering ® Streets • Parks ■ Facilities ® Fleet Fleet $427,851 11% Facilities $957,164 24% Parks $1,154,877 28% Engineering $379,907 9% Streets $1,125,903 28% 10/9/2017 • Led by a Master ASE Certified supervisor, the Fleet mechanics maintain and repair all Town -owned and Estes Valley Fire District equipment which range in complexity from pump trailers to heavy earthmoving equipment. The replacement value of our equipment asset is approximately $7 million. +162 Town -owned Vehicles and Equipment 4'74 Cars & Trucks +65 Medium Trucks & Equipment 4•23 Heavy Trucks & Equipment ❖Over 300 smaller pieces of equipment and all Estes Valley Fire District equipment ❖ Specify and purchase all new vehicles and equipment for all Town departments. + Manage and maintain maintenance records and a modest in- house inventory of repair parts. Not Included: + Fleet Mechanic II: $101,605 (Internal Services) 10/9/2017 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 2018 Actual Revised Proposed $528,703 $397,797 $428,825 2018 N Charges for Services $426,975 N Investment Income $1,100 ■ Other $750 ■ Intergovernmental ($5,984) Total = $428,825 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $407,828 $398,495 $427,851 2018 ■ Operations & Maintenance $63,240 es Personnel $364,611 Total = $427,851 10/9/2017 $400,000 $350,000 $300,000 $250,000 $ 200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $358,187 $336,038 $364,611 2018 Includes 3 full-time employees, 10% of the personnel costs for the for the Public Works Director, and 34% for the Public Works Operations Manager $70,000 $ 60,000 $50,000 $ 40,000 $30,000 $ 20,000 $10,000 $0 2016 2017 2018 Actual Revised Proposed $49,641 $62,457 $63,240 2018 Major expenses include shop equipment, IT services, education, and training. 10/9/2017 Revenue = $726,276 Transfers In (Out) = $0 Expenses = $717,094 Services include: ❖ PC and server administration and support ••• Network management + Phone system management ••• Licenses, external connectivity, network security, maintenance contracts 10/9/2017 Not included: ❖ IT Support Specialist I: $81,280 (Governmental Services and Internal Support) $800,000 - $700,000 $600,000 $500,000 $400,000 5300,000 $200,000 $100,000 $0 2016 Actual $572,516 2017 Revised $618,582 2018 Proposed $726,276 ■ Charges for Service $719,776 • Other $2,000 ■ Interest Income $4,500 99.1% • 0.6% 0.3% 10/9/2017 $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 Actual $612,323 2017 Revised $681,887 2018 Proposed $717,094 Personnel $433,668 ® O&M $206,426 ■ Capital $77,000 29% $450,000 $400,000 7 $350,000 5300,000 $250,000 5200,000 $150,000 $100,000 $50,000 $0 2016 Actual $395,137 2017 Revised $403,942 2018 Proposed $433,668 IT Division manages over 400 devices and more than 200 email accounts. 10/9/2017 $225,000 '- $200,000 -V $175,000 $150,000 // $125,000 $100,000 $75,000 $50,000 $25,000 $0 2016 Actual $146,866 2017 Revised $204,043 2018 Proposed $206,426 O&M expenses include our telephone charges and annual maintenance agreements. $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2017 Revised $70,320 $73,902 2016 Actual 2018 Proposed $77,000 • One Server • Firewall/Switch Enhancement 11% 10/9/2017 Revenue = $188,744 Transfers (In/Out)- $0 Expenses = $630,302 The Vehicle Replacement Fund (VRF) serves as the Town's Fund to accumulate monies for systematic replacement of vehicles and equipment. ❖ Approximately 107 units in the replacement fund ❖ Replacement costs vary from $3,750 to $300,921 ❖ Depreciation tables between 6-20 years. ❖$305,154 6 units up for replacement in 2017. ❖$208,001 5 units up for replacement in 2018. ❖ 201 8 is first year for full funding since 201 3 10/9/2017 Included: ❖ Vehicle for New Police Officer: $60,000 ❖ Vehicle for New Facilities Worker: $30,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 2018 Actual Revised Proposed $555,839 $748,936 $866,379 2018 in Future Vehicle Purchase $854,379 ® Investment Income $12,000 I Miscellaneous $0 Total = $866,379 of 10/9/2017 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 / / / / 2016 2017 2018 Actual Revised Proposed ot/ $1,144,295 $407,483 $208,001 2018 Operations & Maintenance $0 M Personnel $0 ■ Capital $208,001 Total = $637,802 0% $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 2016 2017 Actual Revised $1,137,755 $407,483 2018 Proposed $208,001 2018 Varies depending on equipment to be replaced. 5 units to be replaced in 2018. 10/9/2017 Services include: •A Implement Town Board goals and strategic plan(s). ❖ Provide direction and ensure efficient operations of Town departments. ❖ Responsible for the administration and enforcement of Town ordinances. + Responsible for presenting the annual budget to the Town Board ❖ Public Information + Risk Management 4 Full Time Employees — Administration 10/9/2017 Included: ❖ Mayor Request: $15,000 Community Report/State of the Town Newsletter (Governmental Services and Internal Support) ❖ Mayor Request: $20,000 Community Marketing Video Campaign (Governmental Services and Internal Support) Not Included: d• Mayor Request: $15,000 Visitor Survey (Governmental Services and Internal Support and Exceptional Guest Services) $400,000 $300,000 $ 200,000 $100,000 $0 2016 Actual 2017 2018 Revised Proposed $409,763 $514,952 $355,706 2018 Operations & Maintenance $142,800 El Personnel $212,906 ■Capital $0 Total = $355,706 10/9/2017 $400,000 $300,000 $200,000 $100,000 $0 2016 Actual $334,526 2017 2018 Revised Proposed $308,972 $212,906 2018 4 FTEs $ 200,000 $150,000 $100,000 $50,000 $0 2016 Actual $75,237 2017 2018 Revised Proposed $120,980 $142,800 40% 2018 Included in this category are Insurance Premiums, Professional Services/fees, Publishing, Repair & Maintenance, Materials & Supplies, and Job Performance Expenses 10/9/2017 EstesPark100.c:om Celebrate the Vision Revenue = $1,500 Transfers In (Out) = $0 Expenses = $209,662 Services include: ❖ Policy Direction + Strategic Planning ❖ Legislative Body for Municipal Code ❖ Legislative and Quasi -Judicial Body for Development Code ❖ Liquor Licensing Authority ❖ Budget Approval Board of Trustees — 7 Members 10/9/2017 $120,000 $100,000 $80,000 $60,000 $40,000 $20, $0 2016 2017 2018 Actual Revised Proposed $171,588 $185,977 $209,662 2018 ■ Operations & Maintenance $101,455 ai Pe omel $108,207 ■ Capltal $0 Total = $637,802 10/9/2017 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 Actual $91,793 2017 Revised $96,523 2018 Proposed $108,207 2018 Included in this category are Board salaries and benefits $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 Actual $79,795 2017 Revised $89,454 2018 Proposed $101,455 2018 Included in this category are insurance premiums, codification, studies, catering, education/training, dues /subscription, Mayor contingency, miscellaneous office expenses. Increase due to IT costs. 10/9/2017 Revenue = $150 Transfers In (Out) = $0 Expenses = $80,388 Services include: ❖ Provide fair and impartial application of Town codes. ❖ Manage and review sentencing of offenders. ❖ Assist with certification of municipal elections. ❖ Provide swearing -in of Town elected officials. 2 Half Time Employees. Included: ❖ Full Time Municipal Court Clerk/HR Admin, $16,530.06 - .5 FTE Costs (Gov't Services). Not Included: ❖ None. $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 2017 2018 Revised Proposed $55,782 $80,388 10/9/2017 10/9/2017 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2016 Actual $54,868 2017 2018 Revised Proposed $55,782 $73,598 2018 Municipal Judge .5 FTE and Municipal Court Clerk .5 FTE. The budget includes the add'I half time cost of a full time Municipal Court Clerk /HR Assistant. 92% $7,000 $6,000 $5,000 $4,000 $3r0CX) $2,000 $1,000 $0 2016 Actual $1,545 2017 Rwtsed $1,898 2018 Proposed $6,790 2018 Included in this category are catering, education/training, dues /subscription, new computer miscellaneous office expenses. 10/9/2017 -TES ADMINISTRATIVE SERVICES TOWN CLERK Business Ucenses Liquor Licenses Elections HUMAN RESOURCES. Room 130 Revenue = $382,095 Transfers In (Out)= $0 Expenses = $610,368 Services include: ❖ Maintain official documents and records including minutes ❖ Legal publications ❖ Business and liquor licensing ... Support Board ••• Elections + Human Resources ❖Municipal Court Administration 4.5 Full Time Employees — Town Clerk Office/Human Resources 10/9/2017 Included: ❖ Laserfiche Phase II & III: $133,800 (Gov't Services). ❖ Full Time Municipal Court Clerk/HR Admin, $36,949.1 1 - .5 FTE Costs (Gov't Services). Not Included: ❖ None. $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 Actual 2017 2018 Rsvkad Propos d $404,327 $395,500 $382,095 2018 Liquor Mincing $60,595 Bustlers LtaMsfnU $320,000 ■ Mtsc. $1,500 Total = $382,095 16% 10/9/2017 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $347,051 $505,250 $610,368 2018 la Operations & Maintenance $300,755 PI Personnel $175,813 *Capital $133,800 Total = $610,368 $180,000 Z$160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 2017 2018 Adual Revised Proposed $126,966 $124,396 $175,813 2018 A percentage of the Town Clerk and Human Resources staff charged to 1400. The budget includes the add'l half time cost of a full time Municipal Court Clerk/HR Assistant. 10/9/2017 $300,000 $250,000 $200,000 $150,000 $ 100,000 $50,000 $0 2016 2017 Adud Revised $220,085 $240,300 2018 Proposed $300,755 2018 Included in this category are insurance premiums, Laserfiche Maintenance Contract, IT Consultant for Laserfiche, Annual Compensation study, catering, education/training, dues /subscription, miscellaneous office expenses. $160,000 $1 40,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 2017 2018 Adud Revhod Proposed $0 $140,554 $133,800 2018 Capital is allocated for Phase II & Ill of Laserfiche. 10/9/2017 Employee Recognition Revenue = $10,000 Transfers In (Out)= $0 Expenses = $150,751 Services Include: ❖ Employee Recognition & Events ❖ Post Employment Benefits + Wellness Program ••• Home Ownership Program 10/9/2017 $ 160,000 $ 140,000 $ 120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 Mud $89,823 2017 2018 Revised Proposed $129,990 $150,751 2018 Included in this category are Employee Post Insurance Benefits, Wellness Benefits, Benefit Consultant, Actuarial Study, Employee Recognition, Home Ownership Program 10/9/2017 Revenue = $18,760 Transfers In (Out)= $0 Expenses = $550,323 Services include: •• Act as "Front Desk" for Town Hall, providing information, billing inquiries/requests, telephone - answering. ❖ Generate, process and manage —15,000 utility billing accounts. ❖ Preparation of Budget & Comprehensive Annual Financial Report (CAFR). 10/9/2017 Services include: ❖Provide grant management coordination and assistance. ❖Manage cash flow, accounts payable/receivable and investment functions. ❖Provide accounting services for other governmental entities (EVPLD). ❖Provide internal/external reports to staff, public, Board and other interested parties. 10/9/2017 $90,000 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2016 $105,380 2017 $74,331 2018 $18,760 2018 a Library Accounting Services o Grants ■ Other Total = $18,760 $450,000 $400,000 $350,000 $ 300,000 $250,000 $ 200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 $530,286 $490,909 $550,323 2018 • Operations & Maintenance $131,887 • Personnel $418,436 ■Capital $0 Total = $550,323 or 24% 76% 10/9/2017 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2016 2017 2018 $432,265 $386,179 $418,436 2018 A portion of several staff members are allocated to the utility funds. Grant funded position goes away in 2018. $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $ 20,000 $0 2017 $104,730 $131,887 2018 2018 Included in this category are the general operating costs for the Department., primarily consisting of professional services such as auditor costs and internal IT charges. 10/9/2017 Revenue = $182,507 Transfers In (Out)= $0 Expenses = $802,080 Services provided for the Estes Valley planning area include: ❖ Long-range planning • Current planning (development review) + Code Compliance Services provided within Town limits include: ❖ Administering/enforcing the Town sign code ❖ [Through 2017] Administering Town floodplain regulations 10/9/2017 Included: ❖ None Not included: ❖ Environmental Planner (floodplain): $1 14,361 (Capacity Expansions) ❖ Increase legal services: $5,000 (Capacity Expansions) $450,000 -'"/ $400,000 -7 $350,000 $300,000 $250,000 $200,000 $150,000 -7 $100,000 -/ $50,000 $0 2016 2017 Revised 2018 Actual Proposed $302,115 $551,286 $182,507 2018 • Application Fees $52,000 • Larimer County IGA $75,257 ■ Other $55,250 Total = $182,507 of 32 10/9/2017 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $ 200,000 $100,000 $0 2016 Actual 2017 2018 Revised Proposed $1,147,033 $1,494,728 $802,080 2018 • Operations & Maintenance $254,998 • Personnel $547,082 ■ Capital $0 Total = $802,080 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 2016 2017 2018 Actual Revised Proposed $ 619,822 $ 726,574 $547,082 2018 5.5 FTE staff, including 3/4 of the Executive Assistant and Community Development Director positions. 10/9/2017 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 Actual Revised $527,211 $768,154 2018 Proposed $254,998 3 2018 • Contract Services (development review assistance, legal, etc.) $163,085 • Job Performance (training, dues, etc.) $16,300 10/9/2017 Revenue = $283,410 Transfers (In/Out)= $0 Expenses = $559,506 ❖Services include: ❖ Building Safety - Promoting a safe built environment to minimize loss of life and injury, and reduce property damage and destruction + Review construction plans; ❖ Conduct inspections at each construction stage; +Maintain record of all past and present permits. ❖ Addressing - Enhance public safety through identification and rapid location of properties ❖ Addressing standardized with Larimer County to avoid duplication and ensure effective Dispatch / 911 services. 10/9/2017 Not included: ❖ Temp service records mgt contract labor: $60,000 (Service Expansions) $500,000 $450,000 -7 $400,000 -7 $350,000 -7 $300,000 $250,000 $ 200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $775,792 $283,410 $283,410 2018 ® Building Permits $280,000 a Sign Permits $2,500 ■ Other $910 Total = $283,410 of 10/9/2017 $600,000 $500,000 $400,000 $300,000 $ 200,000 $100,000 $0 2016 Actual $935,116 2017 2018 Revised Proposed $765,916 $559,506 2018 • Operations & Maintenance $104,811 eg Personnel $454,695 • Capital $0 Total = $559,506 of $500,000 $450,000 V $400,000 / $350,000 $300,000 2016 Actual 2017 2018 Revised Proposed $365,316 $453,132 $454,695 2018 4.5 full time staff, incl. 1/4 of the Executive Assistant and Community Development Director positions. 10/9/2017 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 2018 Actual Revised Proposed $569,800 $312,784 $104,811 2018 • Info Technology Services $23,519 • Contract Plan Review and/or Inspections $20,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 $569,811 $312,784 $104,811 2018 2018 • Info Technology Services $23,519 • Contract Plan Review and/or Inspections $ 20,000 10/9/2017 Revenue = $36,000 Transfers In (Out)- $0 Expenses = $454,970 The Mission of Visitor Services is to provide friendly service and accurate information to our guests. Services include: ❖ Provide guests with information about the Estes Park area, local businesses, Rocky Mountain National Park and more, both in person and through the Visitor Center call center ❖ Distribute local business directories and display promotional materials • Serve as a hub for the Town's Free Shuttle System + Provide public computers for guests ❖ Promote area events/activities, sell Estes Park area merchandise, and sell tickets for local events ❖ Collect and organize Visitor Center data ❖ Manage approximately 60 volunteers, 5.74 FTE 10/9/2017 Included: ❖ Interior wood stain for Visitor Center $5,000 • Interior paint for Visitor Center $10,000 ❖ New Carpet for Visitor Center $18,330 Not included: ❖ Seasonal Part Time Staff $7,207 ❖ Convert 2 PT Temps to 1 FT year round position $52,648 $40,000 -/v $35,000 $30,000 $25,000 $20,000 - $15,000 $10,000 - $5,000 - $0 0-1-6 Actual $39,340 0-17 Revised $33,300 0-1-8 Proposed $36,000 2018 ® Retail $34,000 Misc $2,000 10/9/2017 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $384,300 $392,269 $454,970 2018 I Operations & Maintenance: $192,907 ai Personnel: $262,063 Total = $454,970 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $253,405 $240,645 $262,063 2018 Visitor Services staff includes a f/t Manager, 1 f/t & 2 p/t year-round Information Specialists, 2 temporary staff and 4 seasonal staff. Personnel costs make-up 58% of total Visitor Services expenses. 10/9/2017 $200,000 $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $ 20,000 $0 2016 Actual $130,895 2017 Revised $151,624 2018 Proposed $192,907 2018 Included in this category are building maintenance contracts, building repairs, insurance premiums, utilities, Ambassador expenses, retail purchases for resale and more. Operations & Maintenance comprises 42% of Visitor Services total expenses. Revenue = $731,801 TransfersIn(Out) $0-- Expenses = $2,336282 10/9/2017 Services include: Marketing and Sales of the Event Center Complex (Fairgrounds) and other Town event facilities ❖ Plan and produce Town events (i.e. WinterFest, Wool Market, Jazz Fest, Catch the Glow) ❖ Coordinate the use of the Event Center Complex and other Town event facilities ••• Develop and produce new events •:• Coordinate Volunteers ❖ 12.9 FTE, plus dozens of volunteers Included: :• CIP - Mobile Stage $150,000 (Infrastructure) • CIP - Event Center Acoustics $60,000 ❖ Barn Painting $30,000 + CIP - Arena 1-4 Footing Renovation Project $125,000 Not included: ❖ Convert Seasonal Event Maintenance Worker to Full Time $57,585 • Events Complex Landscaping $5,000 ❖ CIP - Events Complex Master Plan $40,000 (Infrastructure) ❖ Events Exhibit/Display $6,000 10/9/2017 $250,000 -" $200,000 $150,000 $100,000 $50,000 $0 2016 Actual $641,272 2017 Revised $593,342 2018 Proposed $731,801 • Fees/Permits $94,500 • Facility Usage $246,450 • Admission $240,000 • Sale of Goods/Services $80,000 • Miscellaneous $70,851 2018 11% 10% 13% 33% 34% $1,200,000 -7z $1,000,000 -' $800,000 - $600,000 — $400,000 $200,000 -/ $0 • Personnel $832,609 ■ Op. & Maint. $1,168,673 ■ Capital $335,000 2018 14% 20-1-6 20-1 0-1-8 Actual Revised Proposed $1,521,074 $1,865,604 $2,336,282 36% 10/9/2017 $900,000 $800,000 j $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 2018 Actual Revised Proposed $610,590 $810,312 $832,609 2018 Events staff includes the Community Services Director, 2 Event Coordinators, an Administrative Assistant, the Operations Manager, 2 full-time Events Maintenance Workers, a Director of Sales and Marketing, and seasonal Events staff. Personnel Services comprises 36% of total Events expenses. $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $ 200,000 $0 2016 Actual $910,484 2017 2018 Revised Proposed $930,292 $1,168,673 2018 Included in this category are Building Costs, Event - related expenses such as entertainment, contracts, and supplies, utilities, equipment, promotion, and advertising. 10/9/2017 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $0 $125,000 $335,000 2018 Stage $150,000 Footing $125,000 EC Acoustics $60,000 Revenue = $13,500 Transfers In (Out)= $0 Expenses = $446,948 10/9/2017 Services include: ❖ 5 routes with 60 stops serving the Estes valley ❖ 79 days of full -service in the summer ❖ 8 days of trolley only service during fall special events ❖ ADA services available on all routes ❖ In 2017, the cost per shuttle stop is $5,773.92; with 8 stops outside of Town limits the total is $46,191.36 ❖ The cost estimated for 2018: per stop $6,541.28 for a total of 8 stops is $52,330.27 Included: •:• Add real time passenger information service thru RideHop $8,300 Not included: ❖ Seasonal Transit part time staff $6,504 ❖ Add additional weekend of shuttle services (September 15-17) $15,450 10/9/2017 $12,000 - $10,000 - $8,000 $6,000 - •$4,000 - $2,000 - $0 2016 Actual $5,750 2017 Revised $7,500 2018 Proposed $13,500 2018 a Sponsorship Program Total = $13,500 $400,000 $350,000 $ 300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 2016 Actual 2017 Revised 2018 Proposed 2018 ® Operations & Maintenance $384,177 tgi Personnel $74,471 ■ Capital $8,300 Total = $466,948 2% 82% $437,364 $436,610 $458,648 10/9/2017 $80,000 $70,000 $60,000 $50,000 $40,000 $30,000 $ 20,000 $10,000 $0 2016 2017 Actual Revised 2018 Proposed $68,946 $64,512 $74,471 2018 1 FTE personnel includes the Transportation Prog. Mgr. Personnel Services comprises 16% of total transportation expenses. $400,000 $350,000 $300,000 $250,000 $ 200,000 $150,000 $100,000 $50,000 $0 2016 2017 2018 Actual Revised Proposed $368,418 $372,098 $384,177 2018 Included in this category are contracted shuttle services, map printing, insurance premiums, bus graphics, development software leasing, and sign printing. Operations & Maintenance comprises 82% percent of transportation expenses. 82% 10/9/2017 $9,000 $8,000 $7,000 $6,000 $5,000 $4,000 $ 3,000 $2,000 $1,000 $0 2016 Actual $0 2017 Revised $0 2018 Proposed $8,300 2018 Capital is allocated for the purchase of a new Real Time Passenger Information System. 2% of total Transportation expenses. 2% 10/9/2017 Revenue = $197,193 Transfers In (Out)= $0 Expenses = $4,714,231 POLICE DEPARTMENT ADMINISTRATION • Responsible for department planning, coordinating and staffing ❖ Responsible for overall department leadership and strategic planning • Budget management • Conducts community presentations • Employee development and recruitment strategy planning :• Consistent department policy development • Mutual aid agreement management • Maintenance of state professional standards • Larimer Emergency Telephone Authority board member (Chair) ❖ Victim Services Board member • Estes Valley Community Services representative ❖ Responsible for Emergency Management in Estes Park • Ensures strong community/ police partnerships and trust in the community ❖ Regional Radio Communications board member • Ensures Colorado Peace Officers Training Standards are met 10/9/2017 PATROL SERVICES • 24-hour professional service •• Criminal investigations • Traffic accident investigations :• Traffic enforcement :• DUI enforcement •b Zone policing and neighborhood watch :• Vacation check services :• Crime prevention and education •• Traffic speed studies and data collection :• Special Events support and security ❖ Parking enforcement • Court liaison services :• Emergency Response Team :• Enforcement of all Municipal Ordinances/ Codes, as well as all state and federal laws INVESTIGATIONS UNIT (Complex crimes) ❖ Felony crime scene investigations :• Internal affairs • Fraud investigations • Drug investigations d• Juvenile crimes •• Property crimes •• Missing persons • Crimes against persons • Liquor license inspections and enforcement + Evidence and property storage and management 10/9/2017 SCHOOL RESOURCE OFFICER SERVICES Works closely with school administrators in an effort to maintain a safe environment for both students and staff •• Responsible for mentoring and conducting presentations on youth - related issues ❖ Consistently building a level of trust with the students while at the same time maintaining a critical partnership POLICE RESERVE PROGRAM ❖ Sworn volunteer officer program ❖ Works directly with full time officer on the street • Assists with Special Events ❖ Evidence room management ❖ Investigations assistance ❖ Fully trained Police Officer as required by State Police Officer Standards COMMUNICATIONS: ❖ 24/7 Central answering point for all medical, police and fire emergencies and non -emergencies within the Estes Valley ❖ Reversed mass notifications Call recording, logging and statistics • Emergency medical dispatching ❖ Utility outage coverage • Computer aided dispatching d• Information call center • CCIC/NCIC 24/7 access ❖ CBI queries and criminal histories • Primary point of contact for residents and visitors after hours 10/9/2017 Maintain 24/7 communications for: •S Estes Park Police •S Estes Park Fire District ❖ Glen Haven Fire ❖ Rocky Mountain National Park Service (after hours) ❖ Estes Park Municipal Utility Services and Parks ❖ Medical Center Ambulance Service • Colorado State Patrol Troopers ❖ Larimer County Sheriffs Office (limited basis) ❖ Colorado Parks and Wildlife RECORDS: •3 Crime data entry ❖ Responsible for Colorado Bureau of Investigations monthly reports ❖ Maintain all Law Enforcement records + Monitor department reporting requirements + Responsible for front desk reception and customer service ❖ Court document management and archiving of reports ❖ County and District Court liaison ❖ Follows State regulations for records releases ❖ Prepares case reports -for Municipal Court 10/9/2017 FRONT DESK AND CHAPLAIN VOLUNTEERS: • Community volunteer services + Chaplain services — internal use only • Front desk volunteer program ❖ Records volunteer program • 3 volunteers POLICE AUXILIARY • Blue Santa program management • Special Event support ❖ Fingerprinting services + Security — crime scene and Special Events • Found property management • Vacation checks + Wildlife patrols ❖ Directed patrols i.e. school traffic direction, crosswalks, downtown area • Parking enforcement ❖ Safety fair support • Critical incident support • 16 Auxiliary volunteers RESTORATIVE JUSTICE PROGRAM ❖ Active community partnership with 501c3 Restorative Justice Board ❖ Facilitation of community circles • Re-entry program for offenders •3 Adult parole re-entry program • Juvenile status offender management ❖ Active grant -writing and management for the program • Community mediation services ❖ Management of 30 RJ volunteers and facilitators • Facilitate Peer Support Team for police employees during traumatic situations ❖ Emergency Management support • Partnership facilitating restorative practices within the Park R-3 School District Management of girls support circle • Restorative practices through liquor compliance violations both criminal and administrative actions 10/9/2017 Included: ❖ On going cost of: $95,425 (1) per Officer •S One time cost of: $60,000 for (1) Patrol Car per officer Not Included: •S $190,850 for 2 Police Officers ❖ $120,000 for 2 Patrol Cars Strategic Plan Outcome Area: Public Safety $180,000 $160,000 $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 2016 2017 2018 Actual Revised Proposed $272,030 $198,621 $197,193 2018 ■ Patrol PI Dispatch ■ Comm Svc Total = $197,193 43% 55% 10/9/2017 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 2016 Actual 2017 2018 Revised Proposed $3,886,454 $4,371,785 $4,716,731 2018 Operations & Maintenance $887,362 • Personnel $3,765,834 ■ Capital $63,535 Total = $4,716,731 1% 2018 $4,000,000 $3,500,000 $ 3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 2016 2017 2018 Actual Revised Proposed $3,243,683 $3,629,381 $3,765,834 10/9/2017 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 2016 2017 2018 Actual Revised Proposed $579,237 $677,058 $887,362 2018 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2016 Actual $63,535 2017 2018 Revised Proposed $63,,535 $63,535 1% 2018 Debt Service paying off dispatch console year 4 of 5 10/9/2017 ❖ 2.5% for capital acquisitions associated with emergency response capabilities of the Town ❖ Projected revenue for emergency response System Fund 2018 - $69,600 PROPOSED PROJECTS: Stream Gauge Operation Maintenance ❖ Portable table, 3 LG screen TVs for public info, storage cabinet and supplies ❖ Video/Still Digital Camera & accessories + 3 APX 6000 Hand Held Radios ❖ 1 APX 6500 Mobile Radio + NOAA Weather Alert Radio for Comm Van • Employee Safety Equipment PPE ❖ Comprehensive First Aid Kits for Field Use + Satellite Phone Service ❖ Information Station Specialist — AM Radio media stream 10/9/2017 $70,000 $60,000 $50,000 $40,000 $30,000 $ 20,000 $10,000 $0 2018 2016 Actual $65,291 2017 2018 Revised Proposed $67,761 $69,800 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 2016 2017 2018 Actual Revised Proposed $33,428 $64,342 $45,685 2018 m Operations & Maintenance $45,685 Total = $45,685 TOWN OF ESTES PARK 2018 PROPOSED BUDGET FOR Oct 13 & 20, 2017 Work Sessions TOWN OF ESTES PARK 2018 PROPOSED BUDGET TABLE OF CONTENTS Financial Overviews: All Funds 3 General Fund 5 Overview 6 Revenues 8 Expenditures by Department 9 Department Details Legislative 10 Judicial 12 Executive 14 Administrative Services 16 Finance 18 Employee Benefits 20 Community Services 22 Com Dev — Planning 24 Corn Dev - Building Safety 26 Corn Svcs - Visitor Center 28 Corn Svcs — Events 30 Com Svcs — Transportation 34 Cultural Services - Senior Center 36 Cultural Services — Museum 38 Police — Summary 40 Police — Patrol ' 41 Police — Dispatch 45 Police - Community Services 47 Public Works - Facilities 49 Public Works - Engineering 51 Public Works — Streets 53 Public Works - Parks 56 Special Revenue Funds Community Reinvestment 59 Conservation Trust 60 Larimer County Open Space 61 Emergency Response System 62 Community Center 63 Trails Expansion 64 Street Improvement 65 1 TOWN OF ESTES PARK 2018 PROPOSED BUDGET TABLE OF CONTENTS (Continued) Enterprise Funds Light & Power Water Internal Service Funds Medical Insurance Fleet Maintenance Information Systems Technology Vehicle Replacement 2 TOWN OF ESTES PARK Financial Overview - All Funds - 2017 Budget Special Revenue Funds General Community Conservation Open Emergency Community Fund Reinvestment Trust Space Response Center Trails 101 204 211 220 236 238 244 REVENUE Taxes $ 12,387,800 $ - $ - $ - $ 69,600 $ 696,200 $ 348,100 Intergovernmental - - 32,250 365,000 Current - - - Other 73,360 Charges for Services 2,482,225 Interest 26,000 18,000 300 3,250 200 500 4,000 Total Operating Revenues 14,969,385 Other sources Transfers -In from other funds Sale of assets Bond/Loan Proceeds TOTAL REVENUES 18,000 32,550 1,875,934 1,350,322 368,250 69,800 696,700 352,100 16,845,319 1,368,322 32,550 368,250 69,800 696,700 352,100 EXPENDITURES Source of Supply Personnel 8,897,023 - - 31,339 - Operating & Maintenance 6,893,373 20,750 32,541 11,064 45,685 696,700 Total Operating Expenditures 15,790,396 20,750 32,541 42,403 45,685 696,700 Other uses Debt Service 63,535 916,760 Capital 552,100 - Transfers -out to other funds 1,350,322 - 225,000 400,000 TOTAL EXPENDITURES 17,756,353 937,510 32,541 267,403 45,685 696,700 400,000 NET SOURCE (USE) OF FUNDS (911,034) 430,812 9 100,847 24,115 - (47,900) FUND BALANCES, Beginning 5,062,312 98,051 35,213 3,902 39,433 - 146,704 TABOR emergency reserve (532,691) Nonspendable prepaid expenditures (50,000) FUND BALANCES, End of Year (unrestricted) $ 3,568,587 $ 528,863 $ 35,222 $ 104,749 $ 63,548 $ - $ 98,804 Fund balance/total expenditures 23% 3 TOWN OF ESTES PARK Financial Overview - All Funds - 2017 Budget Internal Service Funds Enterprise Funds Streets Medical 260 606 Information Vehicle Light & % of Fleet Technology Replacement Power Water Total Total 612 625 635 502 503 $ 1,670,900 $ $ 15,000 $ $ $ - $ - $ 15,172,600 397,250 750 2,000 - 282,980 468,786 827,876 2,586,625 426,975 719,776 880,419 15,928,730 5,095,110 28,119,860 4,000 1,100 4,500 12,000 68,000 32,852 189,702 1,685,900 2,590,625 428,825 726,276 892,419 16,279,710 1,685,900 2,590,625 428,825 726,276 5,596,748 44,707,288 892,419 16,279,710 3,226,256 33.94% 0.89% 0.00% 1.85% 62.90% 0.42% 100.00% 5,596,748 47,933,544 - - - 7,544,166 202,274 7,746,440 149,152 364,611 433,668 - 3,389,330 1,955,570 15,220,693 931,196 2,002,909 63,240 206,426 - 3,424,082 1,936,552 16,264,518 1,080,348 2,002,909 427,851 640,094 - 14,357,578 4,094,396 39,231,651 446,632 404,159 1,831,086 600,000 - - 77,000 208,001 1,895,000 2,456,061 6,413,162 1,731, 233 144,701 3,226,256 19.75% 38.80% 41.46% 100.00% 1,680,348 2,002,909 427,851 717,094 208,001 18,430,443 7,099,317 50,702,155 5,552 587,716 974 9,182 684,418 (2,150,733) (1,502,569) (2,768,611) 3,444,383 381,312 306,098 213,232 1,368,331 6,227,797 5,102,421 22,429,189 (532,691) (50,000) $ 3,449,935 $ 969,028 $ 307,072 $ 222,414 $ 2,052,749 $ 4,077,064 $ 3,599,852 $ 19,077,887 319% 25% 78% 4 Projected Statement of Revenues, Expenditures, and Fund Balance GENERAL FUND 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Revenues $16,438,388 $18,408,804 $21,203,854 $14,904,885 $14,969,385 $14,969,385 Expenditures Personnel Services Salaries 5,617,927 6,139,976 5,711,351 5,924,034 6,211,594 6,245,798 Benefits* 2,305,271 2,723,566 2,759,979 2,500,767 2,617,948 2,651,225 $7,923,198 $8,863,542 $8,471,330 $8,424,801 $8,829,542 $8,897,023 Operations & Maintenance 6,587,612 7,588,218 7,153,370 6,629,220 6,979,623 6,893,373 Total Current Expenses 14,510,810 16,451,760 15,624,700 15,054,021 15,809,165 15,790,396 Capital Debt Service Total Expenses Excess (deficiency) of revenues over expenditures Other financing uses (cont/transfers out) Other financing sources (transfers in) 1,490,792 3,544,479 6,664,416 30,800 1,198,800 552,100 63,534 63,535 65,346 63,535 63,535 63,535 16,065,136 $ 20,059,774 $ 22,354,462 $ ,15148,356 $ 17,071,500 $ 16,406,031 373,252 (1,650,970) (1,150,608) (243,471) (2,102,115) (1,436,646) 955,000 967,921 977,921 950,322 950,322 1,350,322 1,805,030 1,768,749 1,768,749 1,875,934 1,875,934 1,875,934 Increase (decrease) in fund balance 1,223,282 (850,142) (359,780) 682,141 (1,176,503) (911,034) Beginning (estimated) fund balance 4,198,810 5,422,092 5,422,092 5,062,312 5,062,312 5,062,312 Fund balance: Restricted for Emergencies (TABOR) 576,778" 630,831 699,971 482,960 540,655 532,691 Nonspendable prepaid expenditures 48,693 42,000 42,000 50,000 50,000 50,000 Assigned - nxt yr's Bdgt deficit 373,866 911,534 911,534 0 0 0 Total reserved fund balances 999,337 1,584,365 1,653,505 532,960 590,655 582,691 Unrestricted, unassigned fund balance Total (estimated) fund balance Fund balance % 4,422,755 2,987,585 3,408,807 5,211,493 3,295,154 3,568,587 5,422,092 4,571,950 5,062,312 5,744,453 3,885,809 4,151,278 32% 22% 22% 35% 21% 23% 5 CO o N S C O C lD as a -I 2 0) 0 C 0 C ti C 0 E 0 Q a) O 0 v m O c-I x W O O N 0) 0 m O a a -I '0) J 0 c 0 C) ~ V N 0' 0 a a m IY1 co N co m ' m m m N r` m 0 0 0 0 i 00 a-i N 0 O In In N N CO CO In ID N 0 00Os +/T I� I/T I) m O O CO W m CO ' 0 ' 0 0 In c-i O O ti O lf O In N IIDD m -I 01 W N 00 0o N ri Total Operating Revenues from other funds 0 00 00 N m N N m O O O In ci 00 m 0 ID m 00 TOTAL REVENUES n c'I o 0 0, ID CO 00 CL -I In IIDD o tfl m CO CO In If) r th 0 co to N co 00 0 to 0 0 ID O O n m O 0 00 00 0 00 In 0) CO ID 0 0 m N 0 CO m Ill ci I) .-I N to N N N 00 0 0 CO 001 00 VI In N D `'N O m 'CO 00 'CO 00 ci 00 cm -I m-I 00 0 0 a CO N CO o N N 00 O 0 m CO NN N a -I 00 O O O al N fM 10 N N to 0 0 0 to N 00 00 - O 0 - < 0 0 0 0 O 000000000 ID VI In cri VI V) In VI a -I 000000000 I -I N CO 0 ID N n a 00 000000000 O O m Di N 0 r a-i .-+ 000000000 a-1 N N Lo 0 00 000000000 00 a -I a1 N N 0 0 a-1 ci In 065) $ (4,519,538) $ (276,096) (839,722) $ (140,751) $ (1, 0 0 0 0 0 0 0 0 0 0 0 00 O O co to O O a< -I co 00 lD 01 N 000000000 N 01 m 0 LO If) Ill 000000000 CO M m O 0 cI 43 Io ID 000,000000 0 00 0, 0 0 0 0 0 0 If) In m W 000000000 N 0 0 0 0 0 0 0 0 0 N IO ID ID . lD m D1 N $ (80,238) $ (355,706) $ (228,273) $ (531,563) $ 0 00000,400N N NN N m m m N O O O N m If) m o ,i a-i a-i m aH IA Total Operating Expenditures C 0) TOTAL EXPENDITURES NET SOURCE (USE) OF FUNDS BEGINNING FUND BALANCE (Total) ENDING FUND BALANCE (Unrestricted) to TOWN OF ESTES PARK Overview - General Fund - 2017 Budget 0 in O 0) a C C 00 0 Y 0 CO N a In O O m In o v o C U 00 C 0) 0 C d N C W N00N 0 NaCO Lf1ti 0 N O IO O 0 o o n O O lO N O CO m N 0 IO M N N CO IN CO N N In In VN In N 0 CO m N N 1 M O v I m N 0 M N 0 nri o 00 m N 0 N M co ID 0 m N 0 In N o 00 on N O N N N M N CO01 N o CO ✓ N m 0 V d' M M 0 10 N N O M 0 M .-1 00 • M N M 00 CCO 10 tO 00 10 CO M 1-1CDO 0 01 N 0 0 St <-• 1' M N 00 00 M 0 CO N 0 0 O CO O N C0 V1 M /.0 m CO .-1 M V tO 0 0 N N - N 0 N ✓ M 0 o rn NI 00 o N O N l0 Ll1 .-1 N O 0 m N co V ✓ to m N 0 o to 0 0 01 CO .• O-1 01 CO O 0 01 N N 00 M 0 0 0 m 0 0 v 0 0 0 0 o N O O N CO 0' CO N m LO m o O O l0 .-1 Ul CO m m CO m .-1 .-- n N 000000000 0 O If/ <n N 00 of .- ln v M CO 0 00 0 0 0 0 0 0 CO CO 00 00 CO Cl, v to m ID a a M N 000000000 N CO N ID M M N O 0 0 0 0 0 0 0. O O•. 0 N N N N N N 000000000 m v c-I 0 000000000 m0 CT 01 N N a ti O 000000000 m ✓ 0 0 0 0 0 0 0 0 O 00 of on (21,250) $ (1,604,481) $ (725,336) $ (1,119,87 $ (379,907) $ (418,970) $ N-1 01 0 v-1 CD . M 1.11 0 N N O CD M 1.11 0 V1 $ 3,568,587 General Fund Revenue Detail 2018 Town Board Budget Document Workbook2.xlsx eadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Taxes $11,579,442 $11,826,197 $11,656,097 $12,387,800 $12,387,800 $12,387,800 Intergovernmental $283,334 $52,995 $52,995 $40,500 $40,500 $40,500 (cigarette, mineral) Current $12,602 $12,599 $12,599 $12,599 $12,599 $12,599 (rentals) Miscellaneous $156,959 $20,048 $20,048 $20,261 $20,261 $20,261 (lieu of taxes) Interest $26,011 $23,326 $23,326 $26,000 $26,000 $26,000 Departmental Revenues 4,380,040 6,473,639 9,438,789 2,4 7,725 2,482,225 2,482,225 .Suhtotal 16,438,388 18,408,804 21,203,854 14,904,885 14,969385 14,969,385 Transfers Theater Fund $21 $0 $0 $0 $0 $0 Emergency Response System $8,925 $0 $0 $0 $0 $0 Community Center Fund $89,252 $0 $0 $0 $0 $0 Trail Expension Fund $44,626 $0 $0 $0 $0 $0 Street Improvement Fund $214,205 $0 $0 $0 $0 $0 Light & Power $1,391,740 $1,646,929 $1,646,929 „" $1,731,233 $1,731,233 $1,731,233 Water $56,261 $121,820 $121,820 ' $144,701 $144,701 $144,701 Total transfers 1,805,030 1,768,749 1768,749 1,875,934 1,875,934 1,875,934 Total Revenue $18,243,418 $20,177,553 $22,972,603 $16,780,819 $16,845,319 $16,845,319 Revenue detail Taxes GENERAL PROPERTY $333,937 $0 $0 $378,960 $378,960 $378,960 SPECIFIC OWNERSHIP $26,972 ` $26,000 $26,000 $27,000 $27,000 $27,000 SALES TAX $10,409,218,. $10,990,178 $10,815,078 $11,139,500 $11,139,500 $11,139,500 LOCAL SALES TAX -VEHICLES $15,609 '' $10,000 $15,000 $11,000 $11,000 $11,000 USE TAX -VEHICLES $304,540'=.. - $285,000, $285,000 $295,000 $295,000 $295,000 PROPERTY TAX-PENALTY/INT. ' ,. $841 $500 $500 $500 $500 $500 TELEPHONE FRANCHISE $10,796 $11,000 $11,000 $10,000 $10,000 $10,000 NATURAL GAS FRANCHISE $91,407 $100,000 $100,000 $101,000 $101,000 $101,000 CABLE TV FRANCHISE $57,774 $58,000 $58,000 $58,000 $58,000 $58,000 ELECTRIC FRANCHISE $237,069 $252,818 $252,818 $266,723 $266,723 $266,723 WATER FRANCHISE $91,279 $92,701 $92,701 $100,117 $100,117 $100,117 11,579,442 11,826,197 11,656,097 12,387,800 12,387,800 12,387,800 Departmental Revenue LEGISLATIVE 4,983 1,600 1,600 1,500 1,500 1,500 JUDICIAL 114 150 150 150 150 150 EXECUTIVE, 11,284 0 96,957 0 0 0 ADMINISTRATIVE SERVICES 404,327 378,516 395,500 382,095 382,095 382,095 FINANCIAL ADMINISTRATION 105,380 94,792 74,331 18,760 18,760 18,760 PLANNING DIVISION 302,115 551,286 510,614 182,507 182,507 182,507 FACILITIESa-. 202,144 172,442 176,358 172,442 172,442 172,442 EMPLOYEE BENEFITS/INSURAN 10,710 13,000 13,000 10,000 10,000 10,000 COMMUNITY SERVICES 75,900 0 0 0 0 0 'POLICE ;PATROL 170,186 110,050 108,504 108,650 108,650 108,650 COMMUNICATIONS 72,170 77,105 77,105 85,543 85,543 85,543 COMMUNITY SERVICES 29,694 13,634 13,012 3,000 3,000 3,000 BUILDING SAFETY DIVISION 775,792 283,410 324,377 283,410 283,410 283,410 ENGINEERING 20,829 600,750 501,165 0 0 0 VISITOR SERVICES 39,340 30,000 30,000 36,000 36,000 36,000 MULTI PURPOSE EVENTS CTR 0 0 0 0 0 0 STREETS AND HIGHWAYS 1,396,881 3,395,078 6,424,664 400,567 400,567 400,567 PARKS 23,197 6,000 6,000 35,000 35,000 35,000 SENIOR CITIZENS 59,037 72,465 66,710 0 0 0 SPECIAL EVENTS 641,272 660,461 593,342 667,301 731,801 731,801 TRANSPORTATION 7,903 7,500 7,500 13,500 13,500 13,500 MUSEUM 26,782 5,400 17,900 17,300 17,300 17,300 4,380,040 6,473,639 9,438,789 2,417,725 2,482,225 2,482,225 General Fund Expenditures by Department 2018 Town Board Budget Document Workbook2.xlsx Proposed Actuals Budget Est Actuals Budget 2016 2017 2017 2018 EXPENDITURES BY DEPARTMENT LEGISLATIVE 1100 $172,874 1.1% $214,619 1.1% $185,977 0.008319 $209,662 1.3% JUDICIAL 1200 56,413 0.4% 53,889 0.3% 55,782 0.2% $80,388 0.5% EXECUTIVE 1300 409,763 2.6% 415,339 2.1% 514,952 2.3% $355,706' 2,2% ADMINISTRATIVE SERVICES 1400 347,051 2.2% 564,325 2.8% 505,250 2.3% $610,368. 3.7% FINANCIAL ADMINISTRATION 1500 530,286 3.3% 539,068 2.7% 490,909 2.2% $550323 3.4% PLANNING DIVISION 1600 1,147,033 7.1% 1,494,728 7.5% 1,073,543 4.8% $802,080 4.9% FACILITIES 1700 967,935 6.0% 1,189,774 5.9% 1,187,257 5.3% , $1,012164 6.2% EMPLOYEE BENEFITS/INSURAN 1800 89,823 0.6% 181,990 0.9% 129,990 0.6% $150,751 0.9% COMMUNITY SERVICES 1900 1,059,006 6.6% 993,822 5.0% 981,563 4.4% $1,059,065 6.5% POLICE PATROL 2100 2,841,514 17.7% 2,998,351 14.9% 2,841,898 12.7% 3,362,046 20.5% COMMUNICATIONS 2155 771,028 4.8% 979,756 4.9% 1,232,126 5.5% 1,005,534 6.1% COMMUNITY SERVICES 2175 273,912 1.7% 324,442 1.6% 297,761 1.3% 349,151 2.1% BUILDING SAFETY DIVISION 2300 935,116 5.8% 765,916 3.8% 732,374 3.3% 559,506 3.4% ENGINEERING 2400 303,405 1.9% 898,356 4.5% 816,396 3.7% 379,907 2.3% VISITOR SERVICES 2600 384,300 2.4% 410,828 2.0% 392,269 1.8% 454,970 2.8% STREETS AND HIGHWAYS 3100 2,161,198 13.5% 3,891,433 19.4% 6,924,706 31.0% 1,125,903 6.9% PARKS 5200 1,035,509 6.4% 1,102,438 5.5% 1,030,938 4.6% 1,154,877 7.0% SENIOR CITIZENS 5304 304,263 1.9% 351,150 1.8% 340,721 1.5% 21,250 0.1% SPECIAL EVENTS 5500 1,521,074 9.5% 1,912,081 9.5% 1,865,604 8.3% 2,336,282 14.2% TRANSPORTATION 5600 437,364 2.7% 442,476 2.2% 436,610 2.0% 466,948 2.8% MUSEUM 5700 316,269 2.0% 334,993 1.7% 317,836 1.4% 359,150 2.2% SUBTOTAL 16,065,136 100.0% 20,059,774 100.0% 22,354,462 100.0% 16,406,031 100.0% TRANSFERS COMMUNITY REINVESTMENT 520,000 967,921 977,921 1,350,322 COMMUNITY SERVICES 0 0 0 0 STREET IMPROVEMENT FUND 435,000 0 0 0 SUBTOTAL ' 955,000 967,921 977,921 1,350,322 TOTAL EXPENDITURES $17,020,136 $21,027,695 $23,332,383 $17,756,35 ROLLOVERS 0 EXPENDITURES BY CATEGORY PERSONNEL EXPENDITURES $5,617,927 33.0% $6,139,976 29.2% $5,711,351 24.5% $6,245,798 35.2% EMPLOYER BENEFITS $2,305,271 13.5% $2,723,566 13.0% $2,759,979 11.8% $2,651,225 14.9% INSURANCE PREMIUMS $157,727 0.9% $132,036 0.6% $132,499 0.6% $141,118 0.8% PROF. SERVICES/FEES $2,439,546 14.3% $2,892,268 13.8% $2,587,115 11.1% $1,627,907 9.2% PUBLISHING $94,112 0.6% $101,400 0.5% $100,055 0.4% $121,937 0.7% RENTALS $110,773 0.7% $90,621 0.4% $68,574 0.3% $111,808 0.6% REPAIR AND MAINTENANCE $1,194,392 7.0% $1,587,113 7.5% $1,529,873 6.6% $1,822,475 10.3% MATERIALS AND SUPPLIES $499,850 2.9% $546,447 2.6% $563,375 2.4% $679,500 3.8% JOB PERFORMANCE EXPENSES $238,668 1.4% $328,288 1.6% $304,169 1.3% $376,495 2.1% UTILITY EXPENDITURES $591,383 3.5% $591,847 2.8% $588,547 2.5% $635,198 3.6% OTHER CURRENT EXPENSES $249,019 1.5% $294,376 1.4% $282,600 1.2% $292,870 1.6% CAPITAL $1,490,792 8.8% $3,544,479 16.9% $6,664,416 28.6% $552,100 3.1% DEBT SERVICE $63,534 0.4% $63,535 0.3% $65,346 0.3% $63,535 0.4% TRANSFERS OUT/INTERFUND $955,000 5.6% $967,921 4.6% $977,921 4.2% $1,350,322 7.6% SUBSIDIES $268,361 1.6% $224,508 1.1% $224,508 1.0% $279,300 1.6% CONTINGENCIES $15,136 0.1% $30,000 0.1% $15,000 0.1% $25,000 0.1% TRANSFER OUT/INTERGOVERN. $728,645 4.3% $769,314 3.7% $757,055 3.2% $779,765 4.4% TOTAL 17,020,136 100.0% 21,027,695 100.0% 23,332,383 100.0% 17,756,353 100.0% 9 General Fund Legislative, 101-1100 (Mayor and Town Board) 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Mayor and Board of 6 Town Trustees provide broad policy direction. * Develop strategic plans as necessary * Serve as the quasi judicial body in matters related to the Estes Valley Development Code and as the local liquor licensing authority * Reappoint advisory committees annually * Town Board approves budget annually Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries 41,728 41,500 39,330 42,746i 42,746 42,746 Benefits 50,065 59,865 57,193 65,461 65,461 65,461 91,793 101,365 96,523 108207 108,207 108,207 Operations & Maintenance 81,081 113,254 89,454 > 101,343 101,455 101,455 Total Current Expenses 172,874 214,619 185,977 209,550 209,662 209,662 Capital 0 0 0 0 0 0 Total Expenses $172,874 $214,619 $185,977 $209,550 $209,662 $209,662 Revenues Personnel Levels Mayor Trustees Total Operations & Maintenance Details Insurance Premiums 394 469 469 469 581 581 Prof. services/fees , 23,855 30,469 33,469 24,985 24,985 24,985 Publishing 100 200 200 200 200 200 Rentals 0 0 0 0 0 0 Repair and Maintenance 707 707 707 697 697 697 Materials and supplies 13,396 23,550 18,550 24,050 24,050 24,050 Job Performance Expenses 23,783 23,559 21,059 25,942 25,942 25,942 Utility Expenditures 195 0 0 0 0 0 Other Current Expenses 3,515 4,300 0 0 0 0 Contingencies 15,136 30,000 15,000 25,000 25,000 25,000 81,081 113,254 89,454 101,343 101,455 101,455 4,983 1,600 1.00 6.00 7.00 1.00 6.00 7.00 1,600 1.00 6.00 7.00 1,500 1.00 6.00 7.00 1,500 1,500 1.00 6.00 7.00 1.00 6.00 7.00 10 General Fund Legislative, 101-1100-411 (Mayor and Town Board) 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 25 1 1 1 0 0 21-01 PROPERTY 369 468 468 468 581 581 21-02 LIABILITY Insurance Premiums 394 469 469 469 581 581 2,104 5,000 5,000 5,000 5,000 5,000 22-04 ORDINANCE REVISION FEES 0 0 0 200 200 200 22-07 RECORDING FEES 13,422 18,364 18,364 15,680 15,680 15,680 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-26 INSURANCE CLAIMS:, 8,329 7,105 10,105 4,105 4,105 4,105 22-98 OTHER Prof. services/fees 23,855 30,469 33,469 24,985 24,985 24,985 Publishing 100 200 200 200 200 200 23-01 PUBLICATION FEES Rentals 0 0 0 0 0 0 24 01 i' EQUIPMENT Repair and Maintenance 707 707 707 697 697 697 25-01 MAINTENANCE CONTRACTS 2,091 6,500 6,500 6,500 6,500 6,500 -` 26-01 OFFICE SUPPLIES 67 250 250 250 250 250 `'26-02 POSTAGE 1,725 300 300 500 500 560 26-03 PRINTING/FORMS 5,113 10,500 5,500 11,800 11,800 11,800 "' 26-17 CATERING/SPECIAL CIRCUM 1,286 0 0 0 0 '0 26-23 FURNITURE/FIXTURES 3,114 1,000 1,000 5,000 5,000 5,000 26-33 DATA PROCESSING EQUIPMENT 0 5,000 5,000 0 0 0 26-46 COMMUNICATION EQUIPMENT Materials and supplies 13,396 23,550 18,550 24,050 24,050 24,050 10,052 10,000 7,500 10,000 10,000 10,000 27-04 EDUCATION/TRAINING 10,905 11,979 11,979 12,322 12,322 12,322 27-05 MEMBER DUES/SUBSCRIPTIONS 1,737 500 500 2,000 2,000 2,000 27-06 EMPLOYEE RECOGNITION 1,089 1,080 1,080 1,620 >:. 1,620 1,620 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 23,783 23,559 21,059 25,942 25,942 25,942 Utility Expenditures 195 0 0 - 0 0 0 28-01 TELEPHONE Other Current Expenses 3,515 4,300 0 0 0 0 29-40 PUBLIC ACADEMIES/AWARDS Capital - Equipment 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES Contingencies 15,136 30,000 15,000 25,000 25,000 25,000 60-01 CONTINGENCIES Total Operations & Maintenance costs 81,081 113,254 ,;. 89,454 101,343 101,455 101,455 11 General Fund Judicial, 101-1200 (Municipal Court) 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Provide fair and impartial application of Town codes to include the model traffic code * Manage and review sentencing of offenders * Assist with certification of municipal election results * Provide for the swearing -in of Town elected officials Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses $56,413 $53,889 44,254 41,849 43,415 45,812 51,372 51,372 10,614 10,142 10,469 11,280 21,510 22,226 $54,868 $51,991 $53,884 $57,092 $72,882 $73,598 1,545 1,898 1,898 6,750 6,790 6,790 56,413 53,889 55,782 63,842 79,672 80,388 0 0 0 0 0 0 $55,782 $63,842 $79,672 $80,388 Revenues 114 150 150 150 150 150 Personnel Levels Judge 0.50 0.50 0.50 0.50 0.50 0.50 Court Clerk 0.50 0.50 0.50 0.50 0.50 0.50 Assistant Judge contracted contracted contracted contracted contracted contracted Total 1.00 1.00 1.00 1.00 1.00 1.00 Operations & Maintenance Details Insurance Premiums 344 110 110 110 150 150 Prof. services/fees , 109 88 88 400 400 400 Publishing 0 0 0 0 0 0 Rentals 0 0 0 0 0 0 Reapair and Maintenance 0 0 0 0 0 0 Materials and supplies 328 420 420 3,500 3,500 3,500 Job Performance Expenses 764 1,280 1,280 2,740 2,740 2,740 1,545 1,898 1,898 6,750 6,790 6,790 12 General Fund Judicial, 101-1200-412 (Municipal Court) 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2017 2017 2018 Number Detail 0 0 0 0 0 0 21-01 PROPERTY 344 110 110 110 150 150 21-02 LIABILITY Insurance Premiums 344 110 110 110 150 150 109 88 88 400 400 400 22-98 OTHER Prof. services/fees 109 88 88 400 400 400 Publishing 0 0 0 0 0 0 23-01 PUBLICATION FEES Rentals 0 0 0 0 0 0 24-01 EQUIPMENT Repair and Maintenance 0 0 0 0 0 0 25-01 MAINTENANCE CONTRACTS 328 250 250 500 500 500 26-01 OFFICE SUPPLIES 0 100 100 100 100 100 26-02 POSTAGE 0 0 0 200 200 200 26-03 PRINTING/FORMS 0 70 70 100 100 100 26-17 CATERING/SPECIAL CIRCUM 0 0 0 600 600 600 26-23 FURNITURE/FIXTURES 0 0 0 2,000 2,000 2,000 26-33 DATA PROCESSING EQUIPMENT Materials and supplies 328 420 420 3,500 3,500 3,500 0 500 500 2,000 2,000 2,000 '27-04 EDUCATION/TRAINING 695 700 700 700 700 700 27-05 MEMBER DUES/SUBSCRIPTIONS 69 80 80 40 40 40 27-06 EMPLOYEE RECOGNITION Job Performance Expenses 764 1,280 1,280 2,740 2,740 ` 2,740 Total Operations & Maintenance costs 1,545 1,898 1,898 6,750 6,790 6,790 Capital Equipment 0 0 0 0 0 0 34-98 OTHER MACHINERY/EQUIPMENT 13 General Fund Executive, 101-1300 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Implementation of Town Board goals and strategic plan(s) * Provide operational oversight of Town Departments * Supervise enforcement of laws and ordinances * Preparation and monitoring of annual budget & CIP * Oversight of public information programs and publications * Serve or facilitate as liaison between Town and community groups as needed * Staff support to the Mayor and Town Board of Trustees * Development of policies and initiatives * Provide risk management services Actuals Budget Est Actuals Base Budget Leadership Team,. Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses 250,307 84,219 216,092 78,267 205,835 103,137 151,453 57,778 154,481 58,425 154,481 58,425 $334,526 75,237 $294,359 120,980 $308,972 120,980 $209,231 107,686 $212,906 157,800 $212,906 142,800 409,763 0 415,339 0 429,952 85000 316,917 0 370,706 0 355,706 0 $409,763 $415,339 $514,952 $316,917 $370,706 $355,706 Revenues Other charges for services Donations Other miscellaneous Sales of Fixed Assets Personnel Levels Town Administrator Assistant Town Administrator';.. Public Information Officer Executive Secretary Group Sales & Marketing Manager Total 3,849 0 7,435 9,021 0 0 85,000 0 2,936 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11,284 0 96,957 0 0 0 0.38 0.38 0.38 0.38 1.00 2.52 0.38 0.38 0.38 0.38 1.00 2.52 0.38 0.38 0.38 0.38 1.00 2.52 0.38 0.38 0.38 0.38 1.00 2.52 0.38 0.38 0.38 0.38 1.00 2.52 0.38 0.38 0.38 0.38 1.00 2.52 Operations & Maintenance Details Insurance Premiums 2,064 1,081 1,081 1,081 1,195 1,195 Prof. services/fees 18,334 22,939 22,939 28,381 43,381 28,381 Publishing 18,585 21,000 21,000 24,500 59,500 59,500 Rentals 0 0 0 0 0 0 Repair and Maintenance 6,036 6,530 6,530 5,446 5,446 5,446 Materials and Supplies 7,945 11,500 11,500 11,300 11,300 11,300 Job Performance Expenses 17,689 32,125 32,125 36,978 36,978 36,978 Utility Expenditures 545 0 0 0 0 0 Marketing Expense 0 0 0 0 0 0 Centennial Celebration 4,039 25,805 25,805 0 0 0 75,237 120,980 120,980 107,686 157,800 142,800 14 General Fund Executive, 101-1300-413 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2017 2017 2018 Number Detail 147 189 189 189 1,148 1,148 21-01 PROPERTY 1,917 892 892 892 47 47 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 2,064 1,081 1,081 1,081 1,195 1,195 0 0 0 0 0 0 22-02 ENGINEERING 0 0 0 0 0 0 22-07 RECORDING FEES 0 0 0 0 0 0 22-08 LEGAL 13,422 18,077 18,077 23,519 23,519 23,519 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-26 INSURANCE CLAIMS 4,912 4,862 4,862 4,862 19,862 4,862 22-98 OTHER Prof. services/fees 18,334 22,939 22,939 28,381 43,381 28,381 18,585 21,000 21,000 24,500 39,500 39,500 23-01 PUBLICATION FEES 0 0 0 0 20,000 20,000 23-03 i' ADVERTISING PRODUCTION Publishing 18,585 21,000 21,000 24,500 59,500 59,500 Rentals 0 0 0 0 0 0 24-01 EQUIPMENT Repair and Maintenance 6,036 6,530 6,530 5,446 5,446 5,446 25-01 MAINTENANCE CONTRACTS 764 1,500 1,500 1,500 1,500 1,500 26-01 OFFICE SUPPLIES 4,512 4,000 4,000 4,500 4,500 4,500 26-02 POSTAGE 0 0 0 0 0 0 26-03 PRINTING/FORMS 35 0 0 0 0 0 26-04 FREIGHT/SHIPPING 2,634 4,000 4,000 4,000 4,000 4,000 26-17 CATERING/SPEC CIRCUMSTANC 0 0 0 0 0 0 26-23 FURNITURE/FIXTURES 0 0 0 300 300 300 26-32 DATA PROCESSING SOFTWARE 0 2,000 2,000 1,000 ` 1,000 1,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-42 OFFICE EQUIPMENT Materials and supplies 7,945 11,500 11,500 11,300 11,300 11,300 0 0 0 0 0 0 ' 27-02 UNIFORM ALLOWANCE 9,505 23,000 23,000 23,000 23,000 23,000 27-04 EDUCATION/TRAINING 4,437 3,995 3,995 8,598 8,598 8,598 27-05 MEMBER DUES/SUBSCRIPTIONS 2,546 2,130 2,130 2,380 2,380 2,380 27-06 EMPLOYEE RECOGNITION 1,201 3,000 3,000 3,000 3,000 3,000 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 17,689 32,125 32,125 36,978 36,978 36,978 Utility Expenditures 545 0 0 0 0 0 28-01 TELEPHONE Marketing Expense 0 0 0 0 0 0 29-21 MARKETING EXPENSE 2,464 24,230 24,230 0 0 0 29-33 CENTENNIAL CELEBRATION 1,575 1,575 1,575 0 0 0 29-34 PIKAS IN THE PARK Other Current Expenses 4,039 25,805 25,805 0 0 0 Total Operations & Maintenance costs 75,237 120,980 120,980 107,686 157,800 142,800 Capital 0 0 85,000 0 0 0 31-13 LAND IMPROVEMENTS 15 General Fund Administrative Services, 101-1400 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Human Resources: Benefits Management for Town & participating entities. Employee programs (life insurance, employee assistance, home ownership, employee recognition). * Agenda & meeting, and minutes preparation for Town Board & Committees * Administrative oversight of all municipal elections (regular, special, coordinated). * Maintain official documents, records, policies & procedures. * Manage business & liquor licensing, open records requests, legal publications, and codification of codes. * Staff support to Mayor & Trustees, appointment manager for Trustees Actuals 2016 Budget 2017 Leadership Team Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses 94,473 106,445 95,032 101,591 125,569 125,569 32,493 39,526 29,364 ' 34,881 49,528 50,244 $126,966 $145,971 $124,396 $136,472 $175,097 $175,813 220,085 252,800 240,300 300,539 300,755 300,755 347,051 398,771 364,696 0 165,554 140,554 437,011 30,800 475,852 476,568 133,800 133,800 $347,051 $564,325 $505,250 $467,811 $609,652 $610,368 Revenues LIQUOR OCCUPATION GENERAL OCCUPATION LIC. MISC. LIQUOR FEE FEDERAL GRANT OPERATING GRANT ACCOUNTING SERVICES OTHER Personnel Levels Town Clerk Administrative Assistant Administrative Assistant Admin Asst / Court Clerk Human Resource Manager Total Operations & Maintenance Details INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES 63,370 339,213 0 0 0 0 1,744 57,016 320,000 0 0 0 0 1,500 74,000 60,595 60,595 320,000 320,000 320,000 O 0 0 O 0 0 O , 0 0 O 0 0 1,500 1,500 1,500 60,595 320,000 0 0 0 0 1,500 404,327 , 378,516 395,500 382,095 382,095 382,095 0.38 0.38 0.38 0.38 1.52 0.38 0.38 0.38 0.38 1.52 0.38 0.38 0.38 0.38 1.52 0.38 0.38 0.38 0.38 1.52 0.38 0.38 0.38 0.50 0.38 2.02 0.38 0.38 0.38 0.50 0.38 2.02 910 840 840 840 1,056 1,056 174,911 171,664 171,664 209,230 209,230 209,230 9,992 4,000 10,000 10,000 10,000 10,000 14,071 28,561 16,561 33,344 33,344 33,344 10,891 25,261 23,261 16,750 16,750 16,750 9,310 22,474 17,974 30,375 30,375 30,375 0 0 0 0 0 0 220,085 252,800 240,300 300,539 300,755 300,755 16 General Fund Administrative Services, 101-1400-414 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2017 2017 2018 Number Detail 25 0 0 0 0 0 21-01 PROPERTY 885 840 840 840 1,056 1,056 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 910 840 840 840 1,056 1,056 120 500 500 200 200 200 22-07 RECORDING FEES 114,096 100,000 100,000 110,000 110,000 110,000 22-08 LEGAL 13,422 18,077 18,077 23,519 23,519 23,519 22-09 INFO TECHNOLOGY SERVICES 14,535 15,000 15,000 25,000 25,000 25,000 22-13 CONTRACT/SKILLED SERVICES 32,738 38,087 38,087 50,511 50,511 50,511 22-98 OTHER Prof. services/fees 174,911 171,664 171,664 209,230 209,230 209,230 9,992 4,000 10,000 10,000 10,000 10,000 23-01 PUBLICATION FEES 0 0 0 0 0 0 23-03 ADVERTISING PRODUCTION Publishing 9,992 4,000 10,000 10,000 10,000 10,000 Repair and Maintenance 14,071 28,561 16,561 33,344 33,344 33,344 `" 25-01 MAINTENANCE CONTRACTS 3,414 3,000 3,000 3,000 3,000 3,000 26-01 OFFICE SUPPLIES 2,877 2,000 2,000 3,000 3,000 3,000 26-02 POSTAGE 1,333 2,500 2,500 2,000 2,000 2,000 26-03 PRINTING/FORMS 7 0 0 0 0 0 26-04 FREIGHT/SHIPPING 582 3,100 1,100 2,000 2,000 2,000 26-17 CATERING/SPEC CIRCUMSTANC 850 12,661 12,661 2,750 2,750 ' 2,750 26-23 FURNITURE/FIXTURES 24 0 0 0 0 0 26-32 DATA PROCESSING SOFTWARE 1,804 2,000 2,000 4,000 4,000 4,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-42 OFFICE EQUIPMENT Materials and supplies 10,891 25,261 23,261 16,750 16,750 16,750 0 0 0 0 0 0 27-02 UNIFORM ALLOWANCE 2,467 14,500 10,000 22,520 22,520 22,520 27-04 EDUCATION/TRAINING 6,305 7,154 7,154 6,995 6,995 6,995 27-05 MEMBER DUES/SUBSCRIPTIONS 190 320 320 ' 360 360 360 27-06 EMPLOYEE RECOGNITION 348 500 500 500 500 500 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 9,310 22,474 17,974 30,375 30,375 30,375 Utility Expenditures 0 0 0 0 0 0 28-01 TELEPHONE Total Operations & Maintenance costs 220,085 252,800 240,300 300,539 300,755 300,755 Capital 0 165,554 140,554 30,800 133,800 133,800 37-01 SOFTWARE 17 General Fund Finance, 101-1500 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Act as a front desk for Town Hall - information/billing requests, phone answering * Generate, process and manage utility billing process * Provide internal/external reports to staff, public, board, other interested parties * Budget and CAFE preparation/presentation * Manage cash flow, accounts payable/receivable functions * Provide services for other governmental entities as contracted. * Provide payroll processing services * Provide grant management/coordination services Actuals Leadership Team Suggested Proposed Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits 318,564 305,547 282,863 284,493 290,021 290,021 113,701 128,791 103,316 127,235 128,415 128,415 $432,265 $434,338 $386,179 $411,728 $418,436 $418,436 Operations & Maintenance 98,021 104,730 104,730 131,604 131,887 131,887 Total Current Expenses 530,286 539,068 Capital Total Expenses 490,909 543,332 550,323 550,323 0 0 0 0 0 0 $530,286 $539,068. $490,909 $543,332 $550,323 $550,323 Revenues FEDERAL GRANT OPERATING GRANT ACCOUNTING SERVICES OTHER Personnel Levels Finance Director 0.60 0.60 0.60 0.60 0.60 0.60 Assistant Finance Officer 0.60 0.60 0.60 0.60 0.60 0.60 Accounts Payable Clerk 0.60 0.60 0.60 0.60 0.60 0.60 Administrative Clerk 0.10 0.10 0.10 0.10 0.10 0.10 Administrative Clerk 0.10 0.10 0.10 0.10 0.10 0.10 Accountant II 0.60 0.60 0.60 0.60 0.60 0.60 Payroll tech 0.60 0.60 0.60 0.60 0.60 0.60 Grant Coordinator 1.00 1.00 1.00 1.00 1.00 1.00 Accountant (Grant funded) 1.00 1.00 1.00 0.00 0.00 0.00 Total 5.20 5.20 5.20 4.20 4.20 4.20 0 0 0 0 0 0 86,170 76,194 55,733 0 0 0 16,842 17,348 17,348 17,510 17,510 17,510 2,368 1,250 1,250 1,250 1,250 1,250 105,380 94,792 74,331 18,760 18,760 18,760 Operations & Maintenance Details Insurance Premiums 7,457 1,213 1,213 1,213 1,496 1,496 Prof. Services/Fees 71,498 80,661 80,661 102,048 102,048 102,048 Publishing 1,086 1,873 1,873 1,900 1,900 1,900 Repair and Maintenance 1,591 4,616 4,616 4,818 4,818 4,818 Materials and Supplies 13,125 8,850 8,850 12,000 12,000 12,000 Job Performance Expenses 3,264 7,517 7,517 9,625 9,625 9,625 Utility Expenditures 0 0 0 0 0 0 Uncollectible Accounts 0 0 0 0 0 0 Contingencies 0 0 0 0 0 0 98,021 104,730 104,730 131,604 131,887 131,887 18 General Fund Finance, 101-1500-415 2018 Town Board Budget Document Workbook2.xlsx Account Name Leadership Team Suggested Proposed Actuals Budget Base Budget Budget Budget 2016 2017 2017 2017 2018 Account Number Detail Insurance Premiums Prof. services/fees Publication Fees Repair and Maintenance Materials and supplies Job Performance Expenses Utility Expenditures Uncollectible Accounts Contingencies 25 2,089 5,343 9 1,204 0 9 1,204 0 0 1,496 0 0 1,496 0 7,457 10,025 0 24,607 732 6,696 0 16,025 0 13,413 1,213 9,000 200 45,192 675 7,000 0 14,000 0 4,594 1,213 11,250 500 58,798 1,000 7,500 0 17,000 0 6,000 1,496 11,250 500 58,798 1,000 7,500 0 17,000 0 6,000 1,496 11,250 500 58,798 1,000 7,500 0 17,000 0 6,000 71,498 1,086 1,591 887 3,433 2,127 0 940 4,084 299 1,355 0 80,661 1,873 4,616 800 3,700 2,500 0 350 500 500 500 0 102,048 1,900 4,818 1,000 3,700 3,500 0 800 1,500 S00 1,000 0 102,048 1,900 4,818 1,000 3,700 3,500 0 800 ,500 500 1,000 0 102,048 1,900 4,818 1,000 3,700 3,500 0 800 1,500 500 1,000 0 13,125 0 1,936 285 640 403 8,850 0 5,500 1,127 640 250 12,000 0 7,000 1,735 640 250 12,000 0 7,000 1,735 640 250 12,000 0 7,000 1,735 640 250 3,264 7,517 0 0 0 9,625 0 0 0 9,625 0 0 0 9,625 0 0 0 21-01 21-02 21-50 22-01 22-08 22-09 22-10 22-11 22-13 22-21 22-95 22-98 23-01 25-01 26-01 26-02 26-03 26-04 26-17 26-23 26-32 26-33 26-42 27-02 27-04 27-05 27-06 27-07 28-01 29-07 60-01 PROPERTY LIABILITY UNEMPLOYMENT AUDITING LEGAL INFO TECHNOLOGY SERVICES BANK SERVICE COUNTY TREASURER (2%) CONTRACT/SKILLED SERVICES COUNTY VEH LICENSING (5%) INVESTMENT SERVICE FEES OTHER PUBLICATION FEES MAINTENANCE CONTRACTS OFFICE SUPPLIES POSTAGE PRINTING/FORMS FREIGHT/SHIPPING CATERING/SPEC CIRCUMSTANC FURNITURE/FIXTURES DATA PROCESSING SOFTWARE DATA PROCESSING EQUIPMENT OFFICE EQUIPMENT UNIFORM ALLOWANCE EDUCATION/TRAINING MEMBER DUES/SUBSCRIPTIONS EMPLOYEE RECOGNITION MILEAGE REIMBURSEMENT TELEPHONE UNCOLLECTIBLE ACCOUNTS CONTINGENCIES Total Operations & Maintenance costs 98,021 104,730 131,604 131,887 131,887 Capital 0 0 0 0 0 33-31 CAPITAL- EQUIPMENT 19 General Fund Employee Benefits, 101-1800 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * This division provides for employee recognition, motivation and events. Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries 0 0 0 0 0 0 Benefits 11,206 62,790 30,790 56,465 '` 56,465 56,465 $11,206 $62,790 $30,790 $56,465 $56,465 $56,465 Operations & Maintenance Total Current Expenses Capital Total Expenses 78,617 119,200 99,200 94,286" 94,286 94,286 89,823 181,990 0 0 129,990 150,751 0 150,751 150,751 0 0 $89,823 $181,990 $129,990 $150,751 $150,75 150,751 Revenues OTHER 10,710 13;000, 13,000 10,000 10,000 10,000 Personnel Levels None Operations & Maintenance Details Benefit consultant fee 29,000 30,000 30,000 30,000 30,000 30,000 Actuarial study 509 10,000 10,000 0 0 0 Town Holiday Party 0 2,000 2,000 2,000 2,000 2,000 Employee recognition 2,257 1,200 1,200 1,200 1,200 1,200 * Employee home ownership, 46,851 76,000 56,000 61,086 61,086 61,086 78,617 119,200 99,200 94,286 94,286 94,286 Employee home ownership 2017: The Town offers a 3-year and and 5-year program. Town contributes $417/participant/month for the 3-year program and $250/participant/month for the 5-year program; Employee must contribute minimum of $159/pay period for the 3- year program and $95/pay period for the 5-year program. 20 General Fund Employee Benefits, 101-1800-418 2018 Town Board Budget Document Workbook2.xlsx Account Name Actuals 2016 Budget 2017 Est Actuals Base Budget 2017 2017 Leadership Team Suggested Budget 2017 Proposed Budget 2018 Account Number Detail Prof. services/fees Holiday Party Job Performance Expenses Total Operations & Maintenance costs Capital Equipment 29,000 509 0 30,000 10,000 0 30,000 10,000 0 30,000 0 0 30,000 0 0 30,000 0 0 29,509 0 2,257 46,851 40,000 2,000 1,200 76,000 40,000 2,000 1,200 56,000 30,000 2,000 1,200 61,086 30,000 2,000 1,200 61,086 30,000 2,000 1,200 61,086 49,108 78,617 0 77,200 119,200 0 22-28 22-90 22-98 26-17 27-06 27-11 57,200 99,200 0 62,286 94,286 0 62,286 94,286 0 62,286 94,286 BENEFIT CONSULTANT FEE ACTUARIAL STUDY OTHER CATERING/SPEC CIRCUMSTANC EMPLOYEE RECOGNITION EMPLOYEE HOME OWNERSHIP 21 General Fund Community Services, 101-1900 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * The Community Services department is the source of Town assistance to various community organizations. Contingent upon funding availability, the Town will provide subsidies to organizations representing a broad spectrum of cultural and human services. The categories include arts and education, transportation, youth programs, various human services, economic development, housing, public safety (Fire District) and the food tax refund and sister city programs. Subsidies are distributed on a quarterly basis. Current funding levels do not guarantee funding in future budgets. Continued funding is contingent upon full and open disclosure of financial information by funded groups/agencies. Personnel Services Salaries Benefits Actuals Budget Est Actuals Leadership Team Base Budget Suggested Budget, Proposed Budget 2016 2017 2017 2018 2018 2018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Operations & Maintenance 1,059,006 993,822 981,563 1,065,015 . 1,065,015 1,059,065 Total Current Expenses Capital Total Expenses 1,059,006 993,822 981,563 1,065,015 1,065,015 1,059,065 0 0 0 0 0 0 $1,059,006 $993,822 $981,563 $1,065,015 $1,065,015 $1,059,065 Revenues FEDERAL GRANT DONATIONS Personnel Levels none Operations & Maintenance Details Professional Service and Fees Outside Entity Funding Intergovernmental Support 62,000 13,900 75,900 0 0 0 0 0 0 0 0 0 0 0 0 0 62,000 0 0 0 0 0 227,325 184,750 184,750 243,250 243,250 237,300 769,681 809,072 796,813 821,765 821,765 821,765 1,059,006 993,822 981,563 1,065,015 1,065,015 1,059,065 22 General Fund Community Services, 101-1900-419 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2017 2017 2018 Detail 0 0 0 0 0 0 22-13 CONTRACT/SKILLED SERVICES 62,000 0 0 0 0 0 22-98 OTHER Prof. services/fees 62,000 0 0 0 0 0 1,850 1,000 1,000 0 0 0 91-20 ARTS & EDUCATION 0 0 0 20,000 20,000 20,000 91-21 CROSSROADS 0 0 0 4,000 4,000 5,000 91-24 EP NONPROFIT RESOURCE CTR 0 0 0 30,000 30,000 31,800 91-25 VIA MOBILITY SVCS 83,000 50,000 50,000 50,000 50,000 32,000 91-28 HOUSING 0 0 0 0 0 0 91-29 PARTNERS CHALLENGE GRANT 0 0 0 0 0 0 91-31 STATE HISTORIC GRANT EXP. 0 0 0 0 0 0 01-32 PACK 35,000 30,500 30,500 0 0 0 91-33 YOUTH 9,750 12,000 12,000 10,000 10,000 10,000 91-34 FOOD TAX REFUND 0 0 0 20,000 20,000 20,000 91-35 SALUD FAMILY MED. CENTER 0 0 0 13,000 13,000 15,000 ' 91-36 EV CRISIS ADVOCATES 0 0 0 0 0 0 91-37 ESTES VALLEY LAND TRUST 49,975 44,000 44,000 0 0 - 0 91-38 HUMAN SERVICES 3,500 3,000 3,000 0 0 0 91-39 SISTER CITY PROGRAM 44,250 44,250 44,250 44,250 44,250 51,500 91-40 ECONOMIC DEVELOPMENT CNCL 0 0 0 25,000 25,000 - 25,000 91-46 EVICS INV IN CHILD SUCCES 0 0 0 20,000 20,000 20,000 91-47 COMMUNITY INITIATIVE 0 0 0 7,000 7000 7,000 91-48 EVENT SPONSORSHIP Outside Entity Funding 227,325 184,750 184,750 243,250 "; 243,250 237,300 0 0 0 0 0 0 91-27 SCHOOL DISTRICT 0 0 0 0 0 0 91-30 E.P. LIBRARY DISTRICT 0 0 0 0 0 0 91-41 ESTES VALLEY REC & PARK 41,036 39,758 39,758 42,000 42,000 42,000 91-89 LARIMER COUNTY 728,645 769,314 757,055 779,765 779,765 779,765 92-29 EVFPD-GENERAL FUND 0 0 0 0 0 0 92-32 LOCAL MARKETING DISTRICT Intergovernmental Support 769,681 809,072 796,813 821,765 821,765 821,765 Total Operations & Maintenance costs 1,059,006 993,822 - 981,563 1,065,015 1,065,015 1,059,065 Capital Equipment 0 0 0 0 0 0 23 General Fund Planning, 101-1600 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Long range land use planning and consultation * Perform development application reviews for compliance with development code * Review sign code variance applications and Creative Sign program applications * Maintain and update zoning map * Assist with Planning Commission, Board of Adjustment, Creative Sign Review Board * Maintain land use records Actuals Budget Leadership Team Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses 446,427 504,628 173,395 221,946 368,706 368,597 155,407 169,556 453,709 375,955 206,782 171,127 $619,822 $726,574 $524,113 $538,153 527,211 768,154 549,430 254,535 $660,491 $547,082 259,998 254,998 ,147,033 1,494,728 0 0 ,073,543 792,688 920,489 802,080 0 0 0 $1,147,033 $1,494,728 $1,073,543 $792,688 $920,489 $802,080 Revenues GENERAL OCCUPATION LIC. 0 55,000 50,000 55,000 55,000 55,000 FEDERAL GRANT 0 0 0 0 0 0 OPERATING GRANT 121,925 369,029 332,993 0 0 0 LARIMER COUNTY IGA 47,772 75,257 75,257 75,257 75,257 75,257 APPLICATION FEES -INSIDE 56,790 50,000` 50,000 50,000 50,000 50,000 APPLICATION FEES -OUTSIDE 23,056 2,000 2,000 2,000 2,000 2,000 GUARANTEE RELEASE FEES 0 0 0 0 0 0 ARCHITECTURAL REVIEW comm 0 0 0 0 0 0 OTHER 52,572 0 364 250 250 250 SALES OF FIXED ASSETS 0 0 0 0 0 0 Personnel Levels Community Development Director Sr Planner Planner Technician Planner I Planner II Environmental Planner (Grantfunded) Code Compliance Officer Executive Assistant Total 302,115 551,286 510,614 182,507 182,507 182,507 0.75 1.00 1.00 1.00 1.00 1.00 1.00 0.75 7.50 0.75 1.00 1.00 1.00 1.00 1.00 1.00 0.75 7.50 0.75 1.00 1.00 1.00 1.00 1.00 1.00 0.75 7.50 0.75 1.00 1.00 1.00 1.00 0.00 1.00 0.75 6.50 0.75 1.00 1.00 1.00 1.00 0.00 1.00 0.75 6.50 0.75 1.00 1.00 1.00 1.00 0.00 1.00 0.75 6.50 Operations & MaintenanceDetails Insurance premiums 2,733 2,404 2,404 2,404 2,867 2,867 Prof. services/fees 486,153 679,341 460,617 163,085 168,085 163,085 Publishing 128 150 150 800 800 800 Rentals 2,292 3,300 3,300 3,300 3,300 3,300 Repair and maintenance 3,429 3,684 3,684 3,671 3,671 3,671 Materials and supplies 19,708 62,950 62,950 64,950 64,950 64,950 Job performance expenses 11,978 16,300 16,300 16,300 16,300 16,300 Utility expenditures 752 0 0 0 0 0 Other current expenses 38 25 25 25 25 25 527,211 768,154 549,430 254,535 259,998 254,998 24 General Fund Planning, 101-1600-416 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 49 113 113 113 0 0 21-01 PROPERTY 2,684 2,291 2,291 2,291 2,867 2,867 21-02 LIABILITY Insurance Premiums 2,733 2,404 2,404 2,404 2,867 2,867 0 0 0 0 0 0 22-03 PLANNING 62,810 30,000 30,000 30,000 35,000 30,000 22-08 LEGAL 17,896 27,115 27,115 31,359 31,359 31,359 22-09 INFO TECHNOLOGY SERVICES 164,805 391,250 391,252 95,000 95,000 95,000 22-13 CONTRACT/SKILLED SERVICES 9,734 4,000 4,000 4,000 4,000 4,000 22-24 015'% 225,000 225,000 5,000 0 0 0 22-26 INSURANCE CLAIMS 2,062 1,250 1,250 2,000 2,000 2,000 22-35 APPLICATION PUBLICATIONS 3,846 726 2,000 726 726 726 22-98 OTHER Prof. services/fees 486,153 679,341 460,617 163,085 168,085 163,085 Publication Fees 128 150 150 800 800 800 23-01 PUBLICATION FEES Lease 2,292 3,300 3,300 3,300 3,300 3,300 24-03 LEASE 3,429 3,684 3,684 3,671 3,671 3,671 25-01 MAINTENANCE CONTRACTS 0 0 0 0 0 ;- 0 25-02 BUILDINGS 0 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 3,429 3,684 3,684 3,671 3,671 3,671 2,939 2,750 2,750 2,750 2,750 2,750 26-01 OFFICE SUPPLIES 1,733 2,000 2,000 4,000 4,000 4,000 26-02 POSTAGE 521 250 250 250 250 250 26-03 PRINTING/FORMS 7 0 0 0 0 0 26-04 FREIGHT/SHIPPING 0 0 0 0 0 0 26-10 LAWN 3,986 2,250 2,250 2,250 2,250 2,250 26-17 CATERING/SPEC CIRCUMSTANC 5,226 500 500 500 500 500 26-23 FURNITURE/FIXTURES 840 54,200 54,200 54,200 54,200 54,200 26-32 DATA PROCESSING SOFTWARE 4,456 1,000 1,000 1,000 1,000 1,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-47 CODE BOOKS Materials and supplies 19,708 62,950 62,950 . 64,950 64,950 64,950 141 0 0 0 0 0 27-02 UNIFORM ALLOWANCE 8,492 12,200 12,200 12,200 12,200 12,200 27-04 EDUCATION/TRAINING 1,897 3,000 3,000 3,000 3,000 3,000 27-05 MEMBER DUES/SUBSCRIPTIONS 420 600 600 600 600 600 27-06 EMPLOYEE RECOGNITION 1,028 '1.= 500 500 500 500 500 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 11,978 16,300 16,300 16,300 16,300 16,300 Utility Expenditures 752 <:-. 0 0 0 0 0 28-01 TELEPHONE 0 0 0 0 0 0 29-05 ECONOMIC DEVELOPMENT 38 25 25 25 25 25 29-06 INTEREST ON DEPOSITS Other Current Expenses :- 38 25 25 25 25 25 Total Operations & Maintenance costs 527,211 768,154 549,430 254,535 259,998 254,998 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 0 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT Capital 0 0 0 0 0 0 25 General Fund Building Safety, 101-2300 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Building & sign code consultation walk-ins and by appointment; assist public with code questions/concerns * Ensure compliance with: * building codes: plan reviews & inspections; coordination with affected agencies * adopted floodplain regulations, includes review and insurance of floodplain permits * adopted building contractor licensing regulations * municipal & development codes through education, cooperation, enforcement and abatement * Assign addresses, process change of address requests, coordinate with emergency services providers Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2018 2018 2016 2017 2017 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses 259,916 314,954 291,589 306,116 312,286 312,286 105,400 138,178 128,001 141,092 142,409 142,409 $365,316 $453,132 $419,590 $447,208 569,800 312,784 312,784 104,454'`" $454,695 $454,695 104,811 104,811 935,116 765,916 Capital 0 Total Expenses 732,374 551,662 O 0 0 559,506 559,506 0 0 $935,116 $765,916 $732,374 $551,662 $559,506 $559,506 Revenues BUILDING SIGN FEDERAL GRANT OPERATING GRANT BUILDING CODE VIOLATIONS NON-PROFIT/COMM FOUNDATIO OTHER Personnel Levels Community Development Dir. Chief Building Official Plans Examiner Building Inspector Permit Tech Executive Assistant 306,193 3,450 282,104 180,730 0 0 3,315 280,000 280,000 2,500 2,500 O 11,177 0 29,790 0 0 O 0 910 910 280,000 2,500 0 0 0 0 910 280,000 280,000 2,500 2,500 O 0 O 0 O 0 O 0 910 910 775,792 283,410 ! 324,377 283,410 283,410 283,410 0.25 0.25 0.25 0.25 0.25 0.25 1.00> 1.00 1.00 1.00 1.00 1.00 0.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.25 0.25 0.25 0.25 0.25 0.25 3.50 4.50 4.50 4.50 4.50 4.50 Operations & Maintenance Details Insurance premiums 2,737 1,988 1,988 1,988 2,345 2,345 Prof. services/fees 533,487 261,233 261,233 51,078 51,078 51,078 Publishing 111 1,000 1,000 1,000 1,000 1,000 Rentals 2,292 3,300 3,300 3,300 3,300 3,300 Repair and maintenance 7,059 13,493 13,493 16,318 16,318 16,318 Materials and supplies 14,965 19,980 19,980 18,980 18,980 18,980 Job performance expenses 9,149 11,790 11,790 11,790 11,790 11,790 Utility expenditures 0 0 0 0 0 0 569,800 312,784 312,784 104,454 104,811 104,811 26 General Fund Building Safety, 101-2300-423 2018 Town Board Budget Document Workbook2.xlsx Account Name Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Account Number Detail 672 172 172 172 120 120 21-01 PROPERTY 2,065 1,816 1,816 1,816 2,225 2,225 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 2,737 1,988 1,988 1,988 2,345 2,345 300,000 0 0 0 0 0 22-02 ENGINEERING 0 2,000 2,000 2,000 2,000 2,000 22-08 LEGAL 6,711 12,051 12,051 23,519 23,519 23,519 22-09 INFO TECHNOLOGY SERVICES 225,237 241,623 241,623 20,000 20,000 20,000 22-13 CONTRACT/SKILLED SERVICES 0 0 0 0 0 0 22-35 APPLICATION FEES 1,191 559 559 559 559 559 22-98 OTHER 348 5,000 5,000 5,000 5,000 5,000 22-24 GIS Prof. services/fees 533,487 261,233 261,233 51,078 51,078 51,078 Publication Fees 111 1,000 1,000 1,000 1,000 1,000 23-01 PUBLICATION FEES Rentals 2,292 3,300 3,300 3,300 3,300 3,300 24-03 LEASE 2,144 2,157 2,157 2,147 2,147 2,147 25-01 MAINTENANCE CONTRACTS 0 5,000 5,000 5,000 5,000 5,000 25-02 BUILDINGS 4,915 3,500 3,500 500 500 500 25-04 VEHICLE EQUIPMENT 0 0 0 3,000 3,000 3,000 25-09 VEHICLE REPAIRS -FLEET SHP 0 2,836 2,836 5,671 5,671 5,671 25-44 FUTURE VEHICLE PURCHASE Repair and Maintenance 7,059 13,493 13,493 16,318 16,318 16,318 1,539 1,500 1,500 1,500 1,500 1,500 26-01 OFFICE SUPPLIES 77 1,250 1,250 250 250 250 26-02 POSTAGE 542 750 750 750 750 750 26-03 PRINTING/FORMS 0 0 0 b 0 0 0 26-04 FREIGHT/SHIPPING 1,471 1,000 1,000 1,000 1,000 1,000 26-17 CATERING/SPEC CIRCUMSTANC 3,599 4,500 4,500 4,500 4,500 4,500 26-23 FURNITURE/FIXTURES 287 1,980 1,980 1,980 1,980 1,980 26-32 DATA PROCESSING SOFTWARE 735 8,000 8,000 8,000 8,000 8,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-39 FUEL & OIL 0 0 0 0 0 0 26-42 OFFICE EQUIPMENT 0 0 0 0 0 0 26-38 FLOOD RESTORATION/RECLAMA 6,715 1,000 1,000 1,000 1,000 1,000 26-47 CODE BOOKS Materials and supplies 14,965 19,980 19,980 18,980 18,980 18,980 324 200 200 200 200 200 27-02 UNIFORM ALLOWANCE 7,324 10,000 10,000 10,000 10,000 10,000 27-04 EDUCATION/TRAINING 1,190 850 850 850 850 850 27-05 MEMBER DUES/SUBSCRIPTIONS 262 440 440 440 440 440 27-06 EMPLOYEE RECOGNITION 49 300 300 300 300 300 27-07 MILEAGE REIMBURSEMENT Job Performance 9,149 11,790 11,790 11,790 11,790 11,790 Utility Expenditures 0 0 0 0 0 0 28-01 TELEPHONE Total Operations & Maintenance costs 569,800 312,784 312,784 104,454 104,811 104,811 Capital 0 0 0 0 0 0 33-32 CAPITAL -EQUIPMENT 27 General Fund Visitor Center, 101-2600 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Assist walk-in visitors and callers seeking information about Estes Park and Rocky Mountain National Park. * In cooperation with the Local Marketing District, promote Estes Park area events and activities * Create and distribute informational materials * Coordinate approximately 75 volunteer Ambassadors. Handle limited retail sales of Estes Park - related merchandise * Sales of tickets to events Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Revenues PROPERTY TAX FEE 0 0 0 0 0 0 STAKEHOLDER SERVICES 0 0 0 0 0 0 VISITORS GUIDE PROCEEDS 0 0 0 0 0 0 RETAIL 36,022 30,000 30,000 34,000 34,000 34,000 BUILDINGS 0 0 0 0 0 0 OTHER 3,318 0 0 2,000 2,000 2,000 PINNACOL STAKEHOLDER WC 0 0 0 0 0 0 SALES OF FIXED ASSETS 0 0 0 0, 0 0 COMMUNITY SERVICES FUND 0 0 0 0 0 0 39,340 30,000 30,000 36,000 36,000 36,000 192,307 61,098 $253,405 130,895 198,127 182,133 61,077 58,512 $259,204 $240,645 151,624 195,819 62,647., $258,466 151,624 159,430 204,646 198,783 63,875 63,280 $268,521 $262,063 192,907 192,907 384,300 410,828 392,269 417,896 461,428 454,970 0 0 0 $384,300 $410,828 $392269' $417,896 0 0 $461,428 $454,970 Personnel Community Services Director Visitor Center Manager Visitors Services Specialist Visitor Services Specialist (1 FT, 2 PT) Seasonals (4 @ 6 mos) Seasonals (2 @ 9mos) 0.04 1.00 0.00 2.00 1.32 1.32 5.68 0.10 1.00 0.00 2.00 1.32 1.32 5.74 0.10 1.00 0.00 2.00 1.32 1.32 5.74 0.10 1.00 0.00 2.00 1.32 1.32 5.74 0.10 1.00 0.00 2.00 1.32 1.32 5.74 0.10 1.00 0.00 2.00 1.32 1.32 5.74 Operations & Maintenance Details. Insurance Premiums 2,039 2,945 2,945 2,945 3,092 3,092 Prof. services/fees 17,771 23,065 23,065 30,064 30,064 30,064 Publishing 270 250 250 250 250 250 Rentals 2,920 3,400 3,400 3,600 3,600 3,600 Repair and Maintenance 33,324 44,845 47,845 46,828 80,158 80,158 Materials and supplies 20,477 15,310 12,310 14,450 14,450 14,450 Job Performance Expenses 850 900 900 870 870 870 Utility Expenditures 26,841 32,909 32,909 32,423 32,423 32,423 Other Current Expenses 26,403 28,000 28,000 28,000 28,000 28,000 130,895 151,624 151,624 159,430 192,907 192,907 28 Town of Estes Park Detail budget information Visitor Center 101-2600-426 Amount Name Actuals Budget Est Leadership Team Suggested Proposed Actuals Base Budget Budget Budget Account Number Detail 2016 2017 2017 2018 2018 2018 409 2,049 2,049 2,049 1,966 1,966 21-01 PROPERTY 1,630 896 896 896 1,126 1,126 21-02 LIABILITY Insurance Premiums 2,039 2,945 2,945 2,945 3,092 3,092 0 0 0 0 0 0 22-02 ENGINEERING 0 0 0 0 0 0 22-04 ORDINANCE REVISION FEES 0 100 100 100 100 100 22-08 LEGAL 15,660 21,090 21,090 27,439 27,439 27,439 22-09 INFO TECHNOLOGY SERVICES 1,681 1,500 1,500 1,750 1,750 1,750 22-10 BANK SERVICE 0 0 0 400 400 400 22-13 CONTRACT/SKILLED SERVICES 0 0 0 0 0 0 22-26 INSURANCE CLAIMS 0 0 0 0 0 0 22-40 WEB SEO MAINTENANCE 0 0 0 0 0 0 22-41 WEB SITE UPGRADES 0 0 0 0 0 0 22-42 WEB HOSTING FEE 0 0 0 0 0 0 22-45 AD PRODUCTION COSTS 0 0 0 0 0 0 22-60 TRANSPORTATION FEES 430 375 375 375 375 375 22-98 OTHER Prof. services/fees 17,771 23,065 23,065 30,064 30,064 30,064 Publication Fees 270 250 250 250 250 250 23-01 PUBLICATION FEES Rentals 2,920 3,400 3,400 3,600 3,600 3,600 24-01 EQUIPMENT 28,159 36,835 36,835 36,828 36,828 36,828�. 25-01 MAINTENANCE CONTRACTS 4,895 8,010 11,010 10,000 43,330 43,330 25-02 BUILDINGS 270 0 0 0 0 0 -25-03 FURNITURE/FIXTURES 0 0 0 0 0 0 25-09 VEHICLE REPAIRS -FLEET SHP 0 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 33,324 44,845 47,845 46,828 80,158 80,158 2,159 2,000 2,000 2,500 2,500 2,500 26-01 OFFICE SUPPLIES 107 200 200 200 '200 200 26.02 POSTAGE 0 100 100 100 "-;:100 100 26-03 PRINTING/FORMS 0 50 50 '. 50 50 50 26-04 FREIGHT/SHIPPING 666 750 750 800 800 800 26-05 JANITORIAL 2,294 500 3,180 500 500 500 26-15 EXHIBIT/DISPLAY 284 800 800 800 800 800 26-17 CATERING/SPEC CIRCUMSTANC 3,366 2,910 2,910 500 500 500 26-23 FURNITURE/FIXTURES 5,435 5,200 200 3,700 3,700 3,700 26-29 PROMOTIONAL MAT PRINTING 1,419 0 0 '� 0 0 0 26-32 DATA PROCESSING SOFTWARE 4,279 2,000 1,320 4 500 4,500 4,500 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-39 FUEL&OIL 0 300 300 : 300 300 ' 300 26-42 OFFICE EQUIPMENT 0 0 '0 0 0 0 26-46 COMMUNICATION EQUIPMENT 468 500 '.. 500 500 500 500 26-52 TRAFFIC SIGNS Materials and supplies 20,477 15,310 12,310 14,450 14,450 14,450 0 0 -::' 0 0 0 0 27-02 UNIFORM ALLOWANCE 248 ' 400 400 400 400 400 27-04 EDUCATION/TRAINING 345 :., 0 0 50 50 50 27-05 MEMBER DUES/SUBSCRIPTIONS 236 400 400 320 320 320 27-06 EMPLOYEE RECOGNITION 21 - 100 100 100 100 100 27-07 MILEAGE REIMBURSEMENT lob Performance Expenses 850 900 900 870 870 870 2,155 4,340 4,340 3,400 3,400 3,400 28.01 TELEPHONE 1,882 3,256 3,256 2,230 2,230 2,230 28-02 NATURAL GAS 12,135 13,333 13,333 13,999 13,999 13,999 28-03 ELECTRICAL ENERGY 4,517 4,265 4,265 4,969 4,969 4,969 28-04 WATER 4,891 6,500 6,500 6,500 6,500 6,500 28-05 SEWER 1,261 1,215 1,215 1,325 1,325 1,325 28-06 TRASH DISPOSAL 0 0 0 0 0 0 28-07 800 TELEPHONE LINES Utility Expenditures 26,841 32,909 32,909 32,423 32,423 32,423 22,091 23,000 23,000 23,000 23,000 23,000 29-20 RESALE PURCHASES 4,312 5,000 5,000 5,000 5,000 5,000 29-24 AMBASSADORS CLUB EXP Other Current Expenses 26,403 28,000 28,000 28,000 28,000 28,000 Total Operations & Maintenance costs 130,895 151,624 151,624 159,430 192,907 192,907 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 0 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT Capital 0 0 0 0 0 0 29 General Fund Events, 101-5500 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Plan and execute Town events such as Jazz Fest, Wool Market, Rooftop Rodeo, Elk Fest, & Catch the Glow * Assist with local events such as the Longs Peak Scottish -Irish Festival, July 4th fireworks, & Autumn Gold * Coordinate use of Fairgrounds, Performance Park, & other Town venues * Support destination shows such as the Hunter -Jumper Horse show, Senior Rodeo, Dressage & Mini Horse Shows * Manage approximately 110 volunteers. Solicit new events & maintain facilities * In 2016, 101-2700 and 101-5500 was merged leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Revenues SPEC EVENT VENDOR PERMITS 9,540 10,000 10,000 10,000 10,000 10,000 ARENA 26,119 26,650 18,000 26,650 26,650 26,650 STALL 79,448 70,000 58,000 70,000 70,000 70,000 CAMPER 16,613 13,800 6,500 13,800 13,800 13,800 COMMERCIAL VENDORS 52,667 64,250 57,000 54,500 54,500 54,500 STORAGE 0 0 0 0 0 0 PARKING 2,260 2,500 2,091 2,500 2,500 2,500 FOOD CONCESSIONS 15,649 20,000 15,000 20,000 20,000 20,000 CONCERT 0 0 0 0 0 0 DANCE 0 0 0 0 0 0 ENTERTAINMENT/MEALS 0 0 0 0 0 0 ADMISSION 235,135 210,000 240,000 240,000 240,000 240,000 ENTRY FEES 9,494 12,000 11,000 11,000 11,000 11,000 WORKSHOP FEES 18,506 18,000 14,000 19,000 19,000 19,000 FEED SALES 38,575 7,500 7,000 7,500 45,000 45,000 RETAIL 10,350 8,500 9,000 12,500 12,500 12,500 TICKET PROCESSING 1,701 12,000 10,000 11,600 11,600 11,600 INTEREST EARNINGS 0 0 0 0 0 0 LAND 0 27,000 0 0 27,000 27,000 BUILDINGS 78,653 110,000 96,000 120,000 120,000 120,000 REAL PROP -EVENT VENUES 17,470 7,500 10,000 16,000 16,000 16,000 DONATIONS 200 0 0 0 0 0 8,702 12,010 7,000 8,000 8,000 8,000 0 0 0 0 0 0 11,325 20,000 14,000 15,500 15,500 15,500 O 0 0 0 0 0 O 0 0 0 0 0 8,715 8,751 8,751 8,751 8,751 8,751 150 0 0 0 0 0 0 0 0 0 0 0 O 0 0 0 0 0 423,677 555,527 567,227 583,259 592,276'> 592,276 186,813 240,604 243,085 238,407 240,333 240,333 $610,490 $796,131 $810,312 $821,666 $832,609 $832,609 910,584 990,950 930,292 1,101,988 1,214,673 1,168,673 ,521,074 1,787,081 1,740,604 ,1,923,654 O 125,000 125,000 2,047,282 2,001,282 335,000 335,000 $1,321,074 $1,912,081 $1,865,604; $1,923,654 $2,382,282 $2,336,282 CARNIVAL/GYMKHANA SPONSORSHIP PROGRAM SALES COMPOST PRPA NORTH COLO ECON DEV SALES OF FIXED ASSETS CAPITAL LEASE PROCEEDS GENERAL 641,272 660,461 593,342 667,301 731,801 731,801 30 General Fund Events, 101-5500 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Personnel Community Services Director Marketing Director Municipal Services Foreman Events Coordinator Events Worker Secretary II Seasonal workers (15) Total 0.90 1.00 1.00 2.00 2.00 1.00 5.00 12.90 Operations & Maintenance Details INSURANCE PREMIUMS 25,714 PROF. SERVICES/FEES 319,572 PUBLISHING 57,658 RENTALS 8,540 REPAIR AND MAINTENANCE 124,192 MATERIALS AND SUPPLIES 49,923 JOB PERFORMANCE EXPENSES 13,427 UTILITY EXPENDITURES 99,731 OTHER CURRENT EXPENSES 211,827 910,584 0.90 1.00 1.00 2.00 2.00 1.00 5.00 12.90 0.90 1.00 1.00 2.00 2.00 1.00 5.00 12.90 0.90 1.00 1.00 2.00 2.00 1.00 5.00 12.90 0.90 1.00 1.00 2.00 2.00 1.00 5.00 12.90 0.90 1.00 1.00, 2,00 2.00 1.00 5.00 12.90 22,859 22,859 22,859 24,544 24,544 255,451 265,523 285,689 325,689 285,689 68,052 60,000 36,450 36,450 36,450 36,000 13,014 37,000 37,000 37,000 182,285 161,245 191,863 221,863 221,863 56,300 52,749 88,905 129,905 123,905 18,757 14,957 44,877 44,877 44,877 115,500 112,000. 130,000 130,000 130,000 235,746 227,945 264,345 264,345 264,345 990,950 930,292 1,101,988 1,214,673 1,168,673 31 Town of Estes Park Detail budget information Events101-5500-455 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 21,595 18,225 18,225 18,225 18,807 18,807 21-01 PROPERTY 4,119 4,634 4,634 4,634 5,737 5,737 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 25,714 22,859 22,859 22,859 24,544 24,544 0 0 0 0 0 0 22-02 ENGINEERING 100 0 0 0 0 0 22-06 MEDICAL 8,797 3,000 9,000 8,000 8,000 8,000 22-08 LEGAL 24,296 24,102 24,102 27,439 27,439 27,439 22-09 INFO TECHNOLOGY SERVICES 9,005 15,000 15,000 15,000 15,000 15,000 22-10 BANK SERVICE 48,080 66,700 60,815 69,200 109,200 69,200 22-12 CONTRACT SERVICES 51,894 0 4,500 0 0 0 22-13 CONTRACT/SKILLED SERVICES 146,874 133,950 137,274 141,500 141,500 141,500 22-20 ENTERTAINMENT 0 1,000 3,133 1,000 1,000 1,000 ;- 22-26 INSURANCE DAMAGE CLAIMS 30,526 11,699 11,699 23,550 23,550 23,550 , 22-98 OTHER Prof. services/fees 319,572 255,451 265,523 285,689 325,689 285,689 7,350 2,350 5,000 2,350 2,350 2,350 23-01 PUBLICATION FEES 50,308 65,702 55,000 34,100 34,100 34,100 23-02 ADVERTISING Publication Fees 57,658 68,052 60,000 36,450 36,450 36,450 8,204 9,000 9,000 9,000 9,000 9,000 24-01 EQUIPMENT 336 27,000 2,435 28,000 28,000 28,000 24-02 REAL PROPERTY 0 0 1,579 0 0 0 24-03 LEASE Rentals 8,540 36,000 13,014 37,000 s:,37,000 37,000 41,620 34,455 34,455 34,819 34,819 34,819 25-01 MAINTENANCE CONTRACTS 39,442 62,400 57,000 60,500 90,500 90,500 25-02 BUILDINGS 182 2,500 1,000 0 0 0 25-03 FURNITURE/FIXTURES 40,191 28,000 28,000 11,000 11,000 11,000 25-04 VEHICLE EQUIPMENT 432 750 750 750 750 750 25-05 MACHINERY/TOOLS 0 0 0 35,000 35,000 35,000 25-09 VEHICLE REPAIRS -FLEET SHP 0 22,180 22,180 27,794 27,794 27,794 25-44 FUTURE VEHICLE PURCHASE 2,325 32,000 17,860 22,000 22,000 22,000 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 124,192 182,285 161,245 191,863 221,863 221,863 2,111 5,000 2,000 5,000 5,000 5,000 26-01 OFFICE SUPPLIES 395 1100 500 1,100 1,100 1,100 26-02 POSTAGE 2,302 1',000 1,000 1,375 1,375 1,375 26-03 PRINTING/FORMS 18 200 200 1,000 1,000 1,000 26-04 FREIGHT/SHIPPING 9,157 11,900 11,900 18,505 18,505 18,505 26-05 JANITORIAL 635 650 650 650 650 650 26-06 SMALL TOOLS 1,400 500 500 2,000 2,000 2,000 26-07 SMALL HARDWARE 1,929 2,000 2,000 2,000 2,000 2,000 26-08 LUMBER/PAINT 0 0 0 0 0 0 26-10 LAWN 12,242 12,000 13,389 15,000 50,000 50,000 26-12 FEED COSTS 0 200 200 200 200 200 26-13 MEDICAL 5,435 5,500 5,500 5,500 11,500 5,500 26-15 EXHIBIT/DISPLAY 2,094 0 0 0 0 0 26-16 PROGRAMS 8,098 7,500 10,180 11,525 11,525 11,525 26-17 CATERING/SPEC CIRCUMSTANC 839 1,000 1,000 6,000 6,000 6,000 26-18 TROPHIES/AWARDS 3,204 2,000 1,000 2,000 2,000 2,000 26-23 FURNITURE/FIXTURES 0 0 0 7,700 7,700 7,700 26-24 EVENT SUPPLIES/MATERIALS 0 4,000 1,980 4,000 4,000 4,000 26-32 DATA PROCESSING SOFTWARE 0 0 0 3,600 3,600 3,600 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-39 FUEL & OIL 11 250 250 250 250 250 26-42 OFFICE EQUIPMENT 0 0 0 0 0 0 26-46 COMMUNICATION EQUIPMENT 53 500 500 500 500 500 26-48 SHOP EQUIPMENT 0 1,000 0 1,000 1,000 1,000 26-52 TRAFFIC SIGNS Materials and supplies 49,923 56,300 52,749 88,905 129,905 123,905 32 Town of Estes Park Detail budget information Events 101-5500-455 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 1,046 1,500 1,000 1,500 1,500 1,500 27-01 PERSONAL SAFETY EQUIPMENT 1,841 2,000 1,000 2,000 2,000 2,000 27-02 UNIFORM ALLOWANCE 2,685 6,050 4,000 9,000 9,000 9,000 27-04 EDUCATION/TRAINING 6,743 7,705 7,705 7,625 7,625 7,625 27-05 MEMBER DUES/SUBSCRIPTIONS 568 752 752 752 752 752 27-06 EMPLOYEE RECOGNITION 454 750 500 750 750 750 27-07 MILEAGE REIMBURSEMENT 90 0 0 23,250 23,250 23,250 27-08 MARKETING EXPENSES 0 0 0 0 0 0 27-09 BUSINESS ALLOWANCE Job Performance Expenses 13,427 18,757 14,957 44,877 44,877 44,877 7,911 6,000 8,000 7,000 7,000 7,000 28-01 TELEPHONE 14,674 21,000 19,000 23,000 23,000 23,000 28-02 NATURAL GAS 37,234 45,000 45,000 50,000 50,000 50,000 ' '28-03 " ELECTRICAL ENERGY 19,281 10,000 18,000 11,000 11,000 11,000 28-04 WATER 3,733 11,500 4,000 13,000 13,000 13,000 28-05 SEWER 16,898 22,000 18,000 26,000 26,000 26,000 28-06 TRASH DISPOSAL Utility Expenditures 99,731 115,500 112,000 130,000 130,000 130,000 0 0 0 0 0 0 29-12 PARADE 0 0 0 0 0 0 29-13 DANCE 0 0 0 0 0 0 29-14 SPONSORS 67,058 68,000 61,608 71,000 71,000 71,000 29-15 ADDED PURSE MONEY 3,987 2,000 2,500 4,420 4,420 4,420 29-16 SECURITY/TICKET LABOR 1,509 1,500 1,075 1,075 1,075 1,075 29-17 VOLUNTEERS BANQUET 98,225 108,671 114,187 122,050 122,050 122,050 29-18 RODEO 0 0 0 0 0 0 29-19 CONCERT 10,900 13,200 13,200 13,700 13,700 13,700 29-20 RESALE PURCHASES 250 0 0 0 0 0 29-22 MARKETING EXPENSE 12,744 22,375 22,375 32,100 32,100 32,100 29-25 PROMOTION 16,490 20,000 13,000 20,000 20,000 20,000 29-30 MANURE/BEDDING DISPOSAL 664 0 0 0 0 0 29-32 EDUC/TRNG TICKET PURCHASE Other Current Expenses 211,827 235,746 227,945 264,345 264,345 264,345 Total Operations & Maintenance costs 910,584 990,950 930,292 1,101,988 1,214,673 1,168,673 0 0 0 0 0 0 0 0 0 0 0 0 0 32-21 NEW BUILDINGS 0 125,000 125,000 185,000 125,000 32-22 BUILDING REMODELING 0 0 0 0 60,000 33-31 FURNITURE/FIXTURES 0 0 0 0 0 33-32 OFFICE EQUIPMENT 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 150,000 150,000 33-98 OTHER EQUIPMENT 0 0 0 0 0 34-42 TRUCKS 0 0 0 0 0 34-98 OTHER MACHINERY/EQUIPMENT Capital 0 125,000 125,000 0 335,000 335,000 33 General Fund Transportation, 101-5600 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Seasonal shuttle service for 4 routes. Special charters as needed. Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2018 2018 2016 2017 2017 2018 Personnel Services Salaries Benefits 48,506 20,440 48,396 45,318 21,447 19,194 50,464 22,795 57,326 ` 51,462 24,407 23,009 $68,946 $69,843 $64,512 $73,259 $81,733 $74,471 Operations & Maintenance 368,418 372,633 372,098 Total Current Expenses 384,568 392,477 384,177 437,364 442,476 436,610 457827 474,210 458,648 Capital 0 0 0 Total Expenses 0 0 8,300 $437,364 $442,476 $436,610 $457,827 $474,210 $466,948 Revenues OTHER SPONSORSHIP Personnel Levels Transportation Manager Operations & Maintenance Details Insurance premiums Prof. services/fees Repair and maintenance Materials and supplies Job performance expenses Utility expenditures Other current expenses 988 6,915 7,903 0 7,500 7,500 0 7,500 7,500 0 13,500 13,500 0 0 13,500 13,500 13,500 13,500 1.00 1.00 ` 1.00 1.00 1.00 1.00 418 355,172 5,243 5,752 1,833 0 0 1,602 1,638 1,602 1,920 1,920 360,236 358,275 370,892 370,183 370,183 3,695 3,695 3,674 3,674 3,674 5,850 7,012 7,150 15,450 7,150 1,250 1,168 1,250 1,250 1,250 0 0 0 0 0 0 310 0 0 0 368,418 372,633 372,098 384,568 392,477 384,177 34 General Fund Transportation, 101-5600-456 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 0 122 122 122 96 96 21-01 PROPERTY 418 1,480 1,516 1,480 1,824 1,824 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 418 1,602 1,638 1,602 1,920 1,920 4,785 3,013 3,013 3,920 3,920 3,920 22-09 INFO TECHNOLOGY SERVICES 18 0 0 0 0 0 22-10 BANK SERVICES 0 0 0 0 0 0 22-13 CONTRACT/SKILLED SERVICES 340,474 357,223 355,223 366,552 365,843 365,843 22-60 TRANSPORTATION FEES 9,895 0 39 420 420 420 22-98 OTHER Professional Fees/Services 355,172 360,236 358,275 370,892 370,183 370,183 195 195 195 174 174 174 25-01 MAINTENANCE CONTRACTS 5,048 3,500 3,500 3,500 3,500 3,500 25-04 VEHICLE EQUIPMENT Repair and Maintenance 5,243 3,695 3,695 3,674 3,674 3,674 0 100 197 100 100 100 26-01 OFFICE SUPPLIES 2,799 3,500 3,340 3,500 3,500 3,500 26-03 PRINTING/FORMS 41 50 50 50 50 50 26-17 CATERING/SPEC CIRCUMSTANC 392 400 375 400 8,700 400 26-32 DATA PROCESSING SOFTWARE 2,520 1,800 3,050 3,100 3,100 3,100 26-52 TRAFFIC SIGNS Materials and supplies 5,752 5,850 7,012 7,150 15,450 7,150 1,094 0 300 0 0 0 27-04 EDUCATION/TRAINING 613 1,000 618 1,000 1,000 1,000 27-05 MEMBER DUES/SUBSCRIPTIONS 126 250 250 250 250 250 27-07 MILEAGE REIMBURSEMENT lob performance expenses 1,833 1,250 1,168 1,250 1,250 1,250 Utility Expenditures 0 0 0 0 0 0 28-01 TELEPHONE Other Current Expenses 0 0 310 0 0 0 29-20 RESALE PURCHASES Total Operations & Maintenance costs 368,418 372,633 > 372,098 384,568 392,477 384,177 Capital 33-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 8,300 33 35 General Fund Senior Center, 101-5304 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Provide on -site dining, take-out meals, and Meals on Wheels * Offer information with referral services * Organize health & wellness classes, adult education programs, and recreational opportunities on & off -site * Coordinate approximately 100 volunteers * Offer facility rental and public meeting space Actuals 2016 Budget 2017 Est Actuals 2017 Base Budget 2018 Leadership Team Suggested Budget 2018 Proposed Budget 2018 Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses 120,289 56,610 124,847 68,416 130,415 57,488 2,437 1,687 2,437 1,687 2,437 1,687 $176,899 127,364 $193,263 157,887 $187,903 152,818 $4,124 18,775 $4,124 , 17,126 $4,124 17,126 304,263 0 351,150 0 340,721 0 22,899 0 ;; 21,250 0 21,250 0 $304,263 $351,150 $340,721 $22,899 $21,250 $21,250 Revenues OFFICE ON AGING MISC COUNTY AWARDS WORKSHOP FEES INTEREST EARNINGS BUILDINGS DONATIONS FUND RAISERS UNITED WAY OTHER COFFEE FUND VAN USAGE FEES SALES OF FIXED ASSETS GENERAL Personnel Community Services Directo Senior Center Manager Sr Ctr Coordinator 3,350 1,650 3,135 0 3,606 2,475 2,475 0 16,915 17,240 17,240 0 0 0 0 0 19,193 19,000 19,000 0 5,100 2,000 2,000 0 1,500 ,0 0 0 0 '0 0 0 9,373 28,000 20,760 0 0 2,000 2,000 0 0 .. 100 100 0 0 0 0 0 0 't 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 59,037 72,465 66,710 0 0 0 0.03 1.00 0.75 0.00 1.00 0.80 0.00 1.00 0.80 0.00 1.00 0.80 Sr Ctr Coordinator (p-time) 0.50 0.60 0.60 0.60 Van Drivers (3) 0.15 0.15 0.15 0.15 Total 2.43 2.55 2.55 2.55 0.00 1.00 0.80 0.60 0.15 2.55 0.00 1.00 0.80 0.60 0.15 2.55 Operations & Maintenance Details Insurance Premiums 3,234 2,801 3,228 2,801 1,152 1,152 Prof. services/fees 61,592 80,277 80,277 0 0 0 Publishing 540 250 62 0 0 0 Rentals 0 0 0 0 0 0 Repair and Maintenance 23,209 26,392 25,392 2,649 2,649 2,649 Materials and supplies 26,153 33,444 29,186 1,375 1,375 1,375 Job Performance Expenses 1,882 1,803 1,353 0 0 0 Utility Expenditures 10,754 12,920 13,320 11,950 11,950 11,950 Other Current Expenses 0 0 0 0 0 0 Total Expenditures 127,364 157,887 152,818 18,775 17,126 17,126 36 Town of Estes Park Detail budget information Senior Center 101-5304-453 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 2,114 1,956 1,979 1,956 96 96 21-01 PROPERTY 1,120 845 1,249 845 1,056 1,056 21-02 LIABILITY Insurance Premiums 3,234 2,801 3,228 2,801 1,152 1,152 0 0 0 0 0 0 22-06 MEDICAL 0 0 0 0 0 0 22-08 LEGAL 8,949 12,051 12,051 0 0 0 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-70 FOOD SERVICE CONTRACT SUB 22,000 38,000 38,000 0 0 0 22-71 FOOD SERVICE CONTRACT ADD 30,643 30,226 30,226 0 0 0 22-98 - OTHER Prof, services/fees 61,592 80,277 80,277 0 0 0 540 0 0 0 0 0 23-01 PUBLICATION FEES 0 250 62 0 0 0 23-02 ADVERTISING MEDIA Publication Fees 540 250 62 0 0 0 17,311 19,892 19,892 149 149 149 25-01 MAINTENANCE CONTRACTS 2,918 2,500 2,500 2,500 2,500 2,500 25-02 BUILDINGS 1,020 1,200 1,700 0 0 0 25-04 VEHICLE EQUIPMENT 0 0 0 0 0 0 25-09 VEHICLE REPAIRS -FLEET SHP 0 0 0 0 0 0 25-44 FUTURE VEHICLE PURCHASE 1,960 2,800 1,300 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 23,209 26,392 25,392 2,649 2,649 2,649 219 1,050 1,050 0 0 0 26-01 OFFICE SUPPLIES 823 600 600 50 - 50 50 26-02 POSTAGE 0 0 0 <0 0 0 26-03 PRINTING/FORMS 0 1,000 760 0 0 0 26-10 LAWN 0 0 0 0 0 0 26-05 MEDICAL 17,950 19,794 19,494 1,125 1,125 1,125 26-16 PROGRAMS 0 0 100 0 0 0 26-17 CATERING/SPEC CIRCUMSTANC 0 0 182 0 0 0 26-23 FURNITURE/FIXTURES 1,049 0 0 0 0 0 26-33 DATA PROCESSING 0 0 0 0 0 0 26-32 OTHER EQUIPMENT 0 0 0 0 0 0 26-39 FUEL & OIL 852 2,000 2,000 100 100 100 26-96 FOOD PURCHASE 5,260 9,000 5,000 100 100 100 26-97 OPERATING SUPPLIES Materials and supplies 26,153 33,444 29,186 1,375 1,375 1,375 1,283 760 760 0 0 0 27-04 EDUCATION/TRAINING 285 335 135 0 0 0 27-05 MEMBER DUES/SUBSCRIPTIONS 190 208 208 0 0 0 27-06 EMPLOYEE RECOGNITION 124 500 250 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 1,882 1,803 1,353 0 0 0 674 970 970 0 0 0 28-01 TELEPHONE 0 2,250 2,250 2,250 2,250 2,250 28-02 NATURAL GAS 6,043 7,000 7,000 7,000 7,000 7,000 28-03 ELECTRICAL ENERGY 1,266 600 1,000 600 600 600 28-04 WATER 877 600 600 600 600 600 28-05 SEWER 1,894 1,500 1,500 1,500 1,500 1,500 28-06 TRASH DISPOSAL Utility Expenditures 10,754 12,920 13,320 11,950 11,950 11,950 Total Operations & Maintenance costs 127,364 157,887 152,818 18,775 17,126 17,126 0 0 0 0 0 0 33-31 CAPITAL - BUILDINGS 0 0 0 0 0 0 33-32 CAPITAL -EQUIPMENT Capital Equipment 0 0 0 0 0 0 37 General Fund Museum, 101-5700 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Create permanent exhibits, temporary installations, and off -site installation * Conduct educational programs, provide research assistance, and manage the website * Manage collections of historical objects and related databases * Manage approximately 55 volunteers * Offer facility rental and public meeting space Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Leadership Teams, Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 163,955 167,179 151,830 170,802 ' 174,283 174,283 69,151 82,789 69,336 94,011 94,755 94,755 $233,106 $249,968 $221,166 $264,813 $269,038 $269,038 83,163 85,025 96,670 89,878 90,112 90,112 316,269 334,993 317,836 354,691 359,150 359,150 0 0 0 0 0 0 $316,269 $334,993 $317,836 "' $354,691 $359,150 $359,150 Revenues FEDERAL GRANT STATE GRANT ADMISSION ENTRY FEES RETAIL PHOTO BUILDINGS DONATIONS OTHER VAN USAGE FEES SALES OF FIXED ASSETS Programs Community Services Director Curator - Collections Curator -Education Curator - Exhibits/Manager 0 0 1,785 3,871 0 800 500 500 500 500 500 2,902 0 1,500 0 0 0 2,742 2,800 2,800 2,800 2,800 2,800 14,682 0 10,000 13,000 13,000 13,000 O 0 0 0 0 0 O 0 0 0 0 0 0 2,100 0 0 0 0 O 0 0 0 O 0 0 0 3,100 1,000 1,000 1,000 26,782 0 5,400 0 0 0 0 17,900 17,300 17,300 17,300 0.03 1.00 1.00 1.00 0.00 3.03 0.00 1.00 1.00 1.00 0.00 3.00 0.00 1.00 1.00 1.00 0.00 3.00 0.00 1.00 1.00 1.00 0.00 3.00 0.00 1.00 1.00 1.00 0.00 3.00 0.00 1.00 1.00 1.00 0.00 3.00 Operations & Maintenance Details Insurance Premiums 6,495 4,539 4,539 4,539 4,773 4,773 Prof. services/fees 15,145 19,796 23,796 15,980 15,980 15,980 Publishing 4,520 3,125 4,020 8,637 8,637 8,637 Repair and Maintenance 24,581 30,668 35,918 27,530 26,905 26,905 Materials and supplies 17,067 10,050 11,750 15,800 16,425 16,425 Job Performance Expenses 1,510 2,347 2,347 3,142 3,142 3,142 Utility Expenditures 13,845 14,500 14,300 14,250 14,250 14,250 83,163 85,025 96,670 89,878 90,112 90,112 38 Town of Estes Park Detail budget information Museum Hydroplant, 101-5700-457 leadership Proposed Actuals Budget Est Actuals Base Budget Team Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 4,916 3,612 3,612 3,612 3,762 3,762 21-01 PROPERTY 1,579 927 927 927 1,011 1,011 21-02 LIABILITY Insurance Premiums 6,495 4,539 4,539 4,539 4,773 4,773 0 0 0 0 0 0 22-02 ENGINEERING 0 300 300 300 300 300 22-08 LEGAL 13,422 18,077 18,077 15,680 15,680 15,680 22-09 INFO TECHNOLOGY SERVICES 1,233 1,000 0 0 0 0 22-10 BANK SERVICE 0 0 5,000 0 0 0 22-13 CONTRACT SKILLED/SERVICES 490 419 419 0 0 0 22-98 OTHER Prof. services/fees 15,145 19,796 23,796 15,980 15,980 15,980 0 0 0 0 0 0 23-01 PUBLICATION FEES 4,520 3,125 4,020 8,637 8,637 8,637 23-02 ADVERTISING.:,. Publication Fees 4,520 3,125 4,020 8,637 8,637 8,637 21,769 21,674 21,424 18,536 18,536 18,536 25-01 MAINTENANCE CONTRACTS 2,207 4,000 9,500 4,000 4,000 4,000 25-02 >'' BUILDINGS 0 0 0 0 0 0 25-03 FURNITURE/FIXTURES 605 2,125 2,125 250 250 250 25-04 " VEHICLE EQUIPMENT 0 0 0 1,875 1,250 1,250 - 25-09 VEHICLE REPAIRS -FLEET SHP 0 2,869 2,869 2,869 2,869 2,869 25.44 FUTURE VEHICLE PURCHASE 0 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 24,581 30,668 35,918 27,530 26,905 26,905 2,190 2,300 2,300 2,300 2,300 2,300 26-01 OFFICE SUPPLIES 1,112 1,200 600 600 600 600 26-02 POSTAGE 2,425 1,200 3,600 3,900 3,900 3,900 26-03 PRINTING/FORMS 25 0 0 0 0 "' 0 26-04 FREIGHT/SHIPPING 751 1,450 1,450 1,150 1,150 1,150 26-05 JANITORIAL 0 0 0 0 0 0 26-06 SMALL TOOLS 0 0 0 0 0 0 26-07 SMALL HARDWARE 2,475 700 300 2,300 2,300 2,300 26-15 EXHIBIT/DISPLAY 2,462 1,050 1,850 2,000 2,000 2,000 26-16 PROGRAMS 864 450 450 1,000 1,000 1,000 26-17 CATERING/SPEC CIRCUMSTANC 0 0 0 0 0 0 26-23 FURNITURE/FIXTURES 2,006 650 450 1,500 1,500 1,500 26-26 CONSERVATION SUPPLIES 0 1,050 750 1,050 1,050 1,050 26-32 DATA PROCESSING SOFTWARE 2,757 0 0 - 0 0 0 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 625 625 26-39 FUEL & OIL 0 0 0 0 0 0 26-97 OPERATING SUPPLIES Materials and supplies 17,067 10,050 11,750 15,800 16,425 16,425 397 650 . 650 1,400 1,400 1,400 27-04 EDUCATION/TRAINING 835 1,345 1,345 1,390 1,390 1,390 27-05 MEMBER DUES/SUBSCRIPTIONS 207 252 252 252 252 252 27-06 EMPLOYEE RECOGNITION 71 ` 100 100 100 100 100 27-07 MILEAGE REIMBURSEMENT Job Performance Expenses 1,510 ' 2,347 2,347 3,142 3,142 3,142 854 1,100 900 900 900 900 28-01 TELEPHONE 3,778 3,550 3,550 4,000 4,000 4,000 28-02 NATURAL GAS 5,985 7,000 7,000 6,500 6,500 6,500 28-03 ELECTRICAL ENERGY 954 1,000 1,000 1,000 1,000 1,000 28-04 WATER 380 550 550 550 550 550 28-05 SEWER 1,894 1,300 1,300 1,300 1,300 1,300 28-06 TRASH DISPOSAL Utility Expenditures:.. 13,845 14,500 14,300 14,250 14,250 14,250 Total Operations & Maintenance costs 83,163 85,025 96,670 89,878 90,112 90,112 0 0 0 0 0 0 32-22 BUILDING REMODELING 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES Capital Equipment 0 0 0 0 0 0 39 General Fund POLICE SUMMARY 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES Summary of 2100, 2155, 2175 Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2018 2018 2016 2017 2017 2018 Personnel Services Salaries Benefits 2,283,695 2,481,464 959,988 1,086,584 2,321,022 2,586,595 1,308,359 1,026,532 2,695,305 2,695,305 1,069,098 1,070,529 $3,243,683 $3,568,048 $3,629,381 $3,613,127 $3,764,403 $3,765,834 Operations & Maintenance 579,237 670,966 677,058 815,737 884,862 887,362 Total Current Expenses 3,822,920 4,239,014 4,306,439 4,428,864 4,649,265 4,653,196 Capital Debt Service 0 0 0 63,534 63,535 0 65,346 63,535 0 63,535 0 63,535 Total Expenses $3,886,454 $4,302,549 $4,371,785 $4,492,399`., . $4,712,800 $4,716,731 Revenues Police (2100) Support Services (2155) Community Services (2175) 170,186 72,170 29,694 110,050 77,105 13,634 108,504 108,650 77,105 85,543 13,012 3,000 108,650 85,543 3,000 108,650 85,543 3,000 272,050 Personnel Levels Patrol Police Chief 1.00 Executive Assistant 1.00 Police Captain 1.00 Patrol Sergeant 2.00 Admin Sgt 1.00 Investigator(s) 2.00 Patrol Officers 11.00 School Resource Officer 1.00 Community Services Officers (8) 1.33 Dispatch Dispatch Captain 0.75 0.50 0.50 0.50 0.50 0.50 Dispatch Manager 1.00 1.00 1.00 1.00 1.00 1.00 Dispatchers 7,00 8.00 8.00 8.00 8.00 8.00 Records Technician 1.00 0.00 0.00 0.00 0.00 0.00 Records Technician (seasonal) 0.33 0.00 0.00 0.00 0.00 0.00 Restorative Justice Manager 1.00 0.00 0.00 0.00 0.00 0.00 Restorative Justice Coordinator 1.00 0.00 0.00 0.00 0.00 0.00 200,789 198,621 197,193 197,193 197,193 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 . 1.00 1.00 1.00 1.00 2.00 2.00 2.00 2.00 2.00 1.00 = 1.00 1.00 1.00 1.00 2.00 2.00 2.00 2.00 2.00 11.00 11.00 11.00 12.00 12.00 1.00 1.00 1.00 1.00 1.00 2.66 2.66 2.66 2.66 2.66 Community Services Dispatch Commander 0.00 0.50 0.50 0.50 0.50 0.50 Sr Records Technician 0.00 1.00 1.00 1.00 1.00 1.00 Records Technician 0.00 0.34 0.34 0.34 0.34 0.34 Restorative Justice Manager 0.00 1.00 1.00 1.00 1.00 1.00 RestorativeJustice Coordinator 0.00 1.00 1.00 1.00 1.00 1.00 Total 33.41 36.00 36.00 36.00 37.00 37.00 40 General Fund Police (Patrol), 101-2100 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * 24-hour patrol services, criminal and accident investigations, traffic & DUI enforcement, zone policing, neighborhood watch, vacation checks, crime prevention, traffic studies, special events, parking enforcement, front window assistance, Segway and bike programs, community education classes, accident investigation for Town -owned vehicles, Court liaison, Emergency Response Team, Emergency Management Systems. * Felony crimes, internal affairs, drugs, juvenile and property crimes, missing persons, crimes against persons, liquor license inspections, evidence storage and management, los and found property storage. * Community presentations, employee development and recruitment strategies, strategic planning, policy development, mutual aid agreements, budget preparation, maintenance of professional standards, LETA Board member, Victims Services board member, Estes Valley Community Services representative. Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Revenues BICYCLE PARKING PERMITS ANIMAL FEDERAL GRANT OPERATING GRANT CAPITAL GRANTS SECURITY SERVICES-EPPD ANIMAL POUND VIN FEES COURT FINES PARKING TICKETS SURCHARGE DONATIONS * OTHER SALES OF FIXED ASSETS Personnel Levels Police Chief 1.00 1.00 1.00 1.00 1.00 1.00 Executive Assistant 1.00 1.00 1.00 1.00 1.00 1.00 Police Captain 1.00 1.00 1.00 1.00 1.00 1.00 Patrol Sergeant 2.00 2.00 2.00 2.00 2.00 2.00 Admin Sergeant 1.00 1.00 1.00 1.00 1.00 1.00 Investigators 2.00 2.00 2.00 2.00 2.00 2.00 Patrol Officers 11.00 11.00 11.00 11.00 12.00 12.00 School Resource Officer 1.00 1.00 1.00 1.00 1.00 1.00 Community Services Officer (8) 1.33 2.66 2.66 2.66 2.66 2.66 Total 21.33 22.66 22.66 22.66 23.66 23.66 Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 1,646, 420 1,744,465 1,653,132 1,822,528 1,916,684 1,916, 684 756,695 758,126 $2,361,836 $2,459,563 $2,294,057 $2,539,765 $2,673,379 $2,674,810 715,416 715,098 479,678 538,788 640,925 717,237 547,841 614,527 684,736 687,236 2,841,514 2,998,351 2,841,898 3,154,292 3,358,115 3,362,046 $2,841,514 $2,998,351 $2,841,898 0 1,290 1,169 3,239 27,856 0 17,706 1,110 480 32,944 7,250 4,851 2,250 70,041 0 0 1,710 1,400 9,450 14,278 0 8,000 8,000 700 816 0 550 36,000 26,000 5,000 5,000 5,200 2,500 500 1,100 37,700 37,700 0 0 0 800 1,400 0,' 14,750 0 $3,154,292 0 800 1,400 0 15,000 0 8,000 700 400 30,000 5,000 4,800 1,000 41,550 0 $3,358,115 $3,362,046 O 0 800 800 1,400 1,400 O 0 15,000 15,000 O 0 8,000 8,000 700 700 400 400 30,000 30,000 5,000 5,000 4,800 4,800 1,000 1,000 41,550 41,550 O 0 170,186 110,050 108,504 108,650 108,650 108,650 41 General Fund Police (Patrol), 101-2100 2018 Town Board Budget Document Workbook2.xlsx Actuals 2016 Budget 2017 Est Actuals 2017 Base Budget 2018 Leadership Team Suggested Budget Proposed Budget 2018 2018 Operations & Maintenance INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES OTHER CURRENT EXPENSES 47,322 87,349 0 0 164,147 127,235 50,428 0 3,197 479,678 33,116 120,543 0 0 235,477 94,477 54,675 0 500 538,788 33,116 118,043 0 900 210,477 126,352 58,438 0 515 547,841 33,116 140,487 0 900 279,489 87,400 72,635 0 500 614,527 42,425 140,487 0 900 339,489 87,400 73,535 0 500 42,425 140,487 0 900 339,489 88,300 75,135 0 500 684,736 687,236 * The Chief's Golf Tournament is a "pass -through" event where revenues and expenses offset to a net $0 42 General Fund Police (Patrol), 101-2100-421 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 4,411 2,692 2,692 2,692 1,604 1,604 21-01 PROPERTY 42,911 30,424 30,424 30,424 40,821 40,821 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 47,322 33,116 33,116 33,116 42,425 42,425 7,200 7,200 7,200 7,200 7,200 7,200 22-05 VETERINARY/BOARDING 340 500 1,000 2,000 2,000 2,000 22-06 MEDICAL 3,274 4,000 4,000 4,000 4,000 4,000 22-08 LEGAL 49,215 75,320 75,320 105,837 105,837 105,837 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-10 BANK SERVICE 5,910 12,000 6,000 12,000 12,000 12,000 22-14 LAB TESTING 0 0 0 0 0 0 22-26 INSURANCE CLAIMS 0 0 0 0 0 0 22-80 SURCHARGE 21,410 21,523 24,523 9,450 9,450 9,450 22-98 OTHER Prof. services/fees 87,349 120,543 118,043 140,487 140,487 140,487 Publication Fees 0 0 0 0 0 "0 23-01 PUBLICATION FEES 0 0 0 0 0 0 24-01 EQUIPMENT 0 0 900 900 900 900 24-03 LEASE Rentals 0 0 900 900 900 900 43,735 47,345 47,345 49,953 49,953 49,953 25-01 MAINTENANCE CONTRACTS 0 0 0 0 0 0 25-02 BUILDINGS 118,912 125,000 100,000 75,000 75,000 75,000 25-04 VEHICLE EQUIPMENT 0 0 0 0 0 0 25-05 MACHINERY/TOOLS 0 0 0 50,000 50,000 50,000 25-09 VEHICLE REPAIRS -FLEET SHP 0 63,132 63,132 104,536 164,536 164,536 25-44 FUTURE VEHICLE PURCHASE 1,500 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 164,147 235,477 210,477 279,489 339,489 339,489 4,676 6,900 6,900 6,900 6,900 6,900 26-01 OFFICE SUPPLIES 900 1,000 1,000 1,000 1,000 1,000 26-02 POSTAGE 2,085 3,000 3,000 3,800 3,800 3,800 26-03 PRINTING/FORMS 173 250 350 500 500 500 26-04 FREIGHT/SHIPPING 0 0 0 0 0 0 26-06 SMALL TOOLS 277 400 400 400 400 400 26-07 SMALL HARDWARE 85,433 23,027 72,302 15,500 15,500 16,400 26-11 POLICE EQUIPMENT & SUPPLY 287 500 500 500 500 500 26-13 MEDICAL 0 0 0 0 0 0 26-14 LABORATORY 16,970 19,000 19,000 19,000 19,000 19,000 26-17 CATERING/SPEC CIRCUMSTANC 0 0 4,000 8,500 8,500 8,500 26-23 FURNITURE/FIXTURES 0 4,000 0 0 0 0 26-24 PUBLIC AWARENESS GUIDES 0 7,500 0 0 0 0 26-28 EMERG PREPAREDNESS EDUC 16,434 28,900 18,900 31,300 31,300 31,300 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-39 FUEL & OIL 0 0 0 0 0 0 26-46 COMMUNICATION EQUIPMENT 0 0 0 0 0 0 26-95 OTHER EQUIPMENT Materials and supplies 127,235 94,477 126,352 87,400 87,400 88,300 5,535 3,000 3,000 3,600 4,500 3,600 27-01 PERSONAL SAFETY EQUIPMENT 14,374 15,350 15,350 21,300 21,300 21,300 27-02 UNIFORM ALLOWANCE 22,602 30,340 30,340 37,840 37,840 40,340 27-04 EDUCATION/TRAINING 2,928 2,355 2,355 2,555 2,555 2,555 27-05 MEMBER DUES/SUBSCRIPTIONS 3,074 1,680 5,180 5,340 5,340 5,340 27-06 EMPLOYEE RECOGNITION 130 500 500 500 500 500 27-07 MILEAGE REIMBURSEMENT 1,785 1,450 1,713 1,500 1,500 1,500 27-21 EMPLOYEE RECRUITMENT Job Performance Expenses 50,428 54,675 58,438 72,635 73,535 75,135 43 General Fund Police (Patrol), 101-2100-421 2018 Town Board Budget Document Workbook2.xlsx Account Name Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Account Number Detail Utility Expenditures Other Current Expenses Total Operations & Maintenance costs Capital Equipment 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3,197 0 0 0 500 0 0 0 515 0 0 0 500 0 0 0 500 0 0 0 500 0 0 3,197 500 515 500 500 500 479,678 538,788 547,841 614,527 684,736 687,236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28-01 28-03 28-10 29-25 29-26 29-27 TELEPHONE ELECTRICAL ENERGY TRASH DISPOSAL -DEER ETC. PROMOTION FILM PROCESSING INSURANCE CLAIMS OTHER EQUIPMENT AUTOMOBILES 44 General Fund Police (Dispatch), 101-2155 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Maintain 24/7 communications for EVFPD, GHFD, RMNP, EP Municipal, EMD Ambulance Service, CSP, LCSO (limited basis). Crime data entry, CBI monthly reports, maintain all records, department reporting requirements, front desk customer services. Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Debt Service Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 458,228 529,018 480,315 553,762 564,286 564,286 588,177 218,432 220,679 220,679 $813,722 $1,068,492 $772,194 $784,965" $784,965 73,610 102,499 98,288 156,858 157,034 157,034 175,656 284,704 $633,884 707,494 916,221 0 1,166,780 929,052 941,999 941,999 0 0 63,534 63,535 Total Expenses $771,028 Revenues FEDERAL GRANT OPERATING GRANT SECURITY SERVICES-EPPD DISPATCH SERVICES OTHER CAPITAL LEASE PROCEEDS Personnel Levels Dispatch Captain 0.75 0.50 ' 0.50 0.50 0.50 0.50 Dispatch Manager 1.00 1.00 1.00 1.00 1.00 1.00 Dispatchers 7.00 8.00 8.00 8.00 8.00 8.00 Records Technician 1.00 0.00 0.00 0.00 0.00 0.00 Records Technician (seasonal) 0.33 0.00 0.00 0.00 0.00 0.00 Restorative Justice Manager 1.00 0.00 0.00 0.00 0.00 0.00 Restorative Justice Coordinator 1.00 ; 0.00 0.00 0.00 0.00 0.00 Total 12.08 " 9.50 9.50 9.50 9.50 9.50 0 0 0 69,240 2,930 0 72,170 65,346 0 63,535 0 0 63,535 63,535 $979,756 $1,232,126 0 0 0 75,062 2,043 0 77,105 z' 0 0 75,062 2,043 0 77,105 $992,587 $1,005,534 $1,005,534 0 0 0 83,500 2,043 0 85,543 0 0 0 83,500 2,043 0 85,543 0 0 0 83,500 2,043 0 85,543 Operations & Maintenance INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES 6,390 3,480 3,480 3,480 3,656 3,656 28,813 38,353 38,353 53,159 53,159 53,159 0 0 0 0 0 0 1,312 1,313 1,352 1,400 1,400 1,400 20,510 32,840 26,390 36,819 36,819 36,819 2,184 2,800 2,800 36,800 36,800 36,800 4,493 10,070 12,270 11,500 11,500 11,500 9,908 13,643 13,643 13,700 13,700 13,700 73,610 102,499 98,288 156,858 157,034 157,034 45 General Fund Police (Dispatch), 101-2155-421 2018 Town Board Budget Document Workbook2.xlsx �cauc,eup Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 688 654 654 654 0 0 21-01 PROPERTY 5,702 2,826 2,826 2,826 3,656 3,656 21-02 LIABILITY Insurance Premiums 6,390 3,480 3,480 3,480 3,656 3,656 26,845 36,153 36,153 50,959 50,959 50,959 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-26 INSURANCE CLAIMS 1,968 2,200 2,200 2,200 2,200 2,200 22-98 OTHER Prof. services/fees 28,813 38,353 38,353 53,159 53,159 53,159 Publication Fees 0 0 0 0 0 0 23-01 PUBLICATION FEES 0 0 0 0 0 0 24-01 EQUIPMENT 1,312 1,313 1,352 1,400 1,400 1,400 24-02 REAL PROPERTY 0 0 0 0 0 0 "24-03 LEASE Rentals 1,312 1,313 1,352 1,400 1,400 1,400 20,510 32,840 26,390 36,819 36,819 36,819 25-01 MAINTENANCE CONTRACTS 0 0 0 0 0 0 25-02 BUILDINGS 0 0 0 0 0 0 25-03 FURNITURE/FIXTURES Repair and Maintenance 20,510 32,840 26,390 36,819 36,819 36,819 0 0 0 0 0 0 26-01 OFFICE SUPPLIES 0 0 0 0 0 0 26-03 PRINTING/FORMS 0 0 0 0 0 0 26-04 FREIGHT/SNIPPING 0 0 0 0 0 0 26-07 SMALL HARDWARE 0 0 0 0 0 0 26-17 CATERING/SPEC CIRCUMSTANC 0 0 500 4,000 4,000 4,000 26-23 FURNITURE/FIXTURES 2,184 2,800 2,300 32,800 32,800 32,800 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-46 COMMUNICATION EQUIPMENT Materials and supplies 2,184 2,800 2,800 > 36,800 36,800 36,800 3,373 9,000 9,000 7,000 7,000 7,000 27-04 EDUCATION/TRAINING 0 0 0 0 0 0 27-02 UNIFORM ALLOWANCE 110 350 1,800 2,950 2,950 2,950 27-05 MEMBER DUES/SUBSCRIPTIONS 1,010 720 1,470 1,550 1,550 1,550 27-06 EMPLOYEE RECOGNITION 0 0 0 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance 4,493 10,070 12,270 11,500 11,500 11,500 Utility Expenditures 9,908 13,643 13,643 13,700 13,700 13,700 28-01 TELEPHONE Total Operations & Maintenance costs 73,610 102,499 98,288 156,858 157,034 157,034 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 0 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 33-36 COMMUNICATION EQUIPMENT Capital Equipment 0 0 0 0 0 0 55,926 55,927 57,738 59,609 59,609 59,609 41-05 PRINCIPAL/CAPITAL LEASE 7,608 7,608 7,608 3,926 3,926 3,926 41-06 INTEREST/CAPITAL LEASE Debt Service 63,534 63,535 65,346 63,535 63,535 63,535 46 General Fund Police (Community Services), 101-2175 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Community and volunteer services, auxiliary unit, chaplain services, front desk volunteer program, records volunteer program, Restorative Justice, Restorative Justice State Council Board member, Lorimer County Community Corrections board member, adult crimes, parole reintroduction program, juvenile status offenders, grant -writing, management of 20 auxiliary volunteers, management of 50 Restorative Justice volunteers. In 2014, 101-2175 was merged with 101- 2100 and 101-2155. In 2016, 101-2175 was restored. Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Revenues FEDERAL GRANT STATE GRANT OPERATING GRANT CAPITAL GRANTS SECURITY SERVICES-EPPD OTHER Personnel Levels Dispatch Commander Sr Records Technician Records Technician (PT) Restorative Justice Manager Restorative Justice Coordinator Total Operations & Maintenance INSURANCE PREMIUMS PROF. SERVICES/FEES REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 179,047 207,981 187,575 210,305 214,335 214,335 68,916 86,782 79,257 90,863 91,724 91,724 $247,963 $294,763 $266,832 $301,168 $306,059 $306,059 25,949 29,679 30,929 44,352 43,092 43,092 273,912 324,442 297,761 345,520 349,151 349,151 0 0 $273,912 $324,442 0 0 29,694 0 0 0 29,694 0.00 0.00 0.00 0.00 0.00 0.00 0 16,031 884 2,556 6,478 25,949 0 0 12,954 0 680 0 0 O 0 0 13,634 $297,761 $345,520 $349,151 $349,151 0. 10,012 0 3,000 0 13,012 0 0 0 0 3,000 0 3,000 O 0 O 0 O 0 O 0 3,000 3,000 O 0 3,000 3,000 0.50 0.50 0.50 0.50 0.50 1.00 1.00 1.00 1.00 1.00 0.34 0.34 0.34 0.34 0.34 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 3.84 3.84 3.84 3.84 3.84 2,532 18,577 884 1,880 5,806 29,679 2,532 2,532 1,272 1,272 18,577 24,019 24,019 24,019 884 871 871 871 1,880 10,680 10,680 10,680 7,056 6,250 6,250 6,250 30,929 44,352 43,092 43,092 47 General Fund Police (Community Services), 101-2175-421 2018 Town Board Budget Document Workbook2.xlsx Leadership Proposed Actuals Budget Est Actuals Base Budget Team Budget Account Number Detail Account Name 2016 2017 2017 2018 2018 2018 0 28 28 28 0 0 21-01 PROPERTY 0 2,504 2,504 2,504 1,272 1,272 21-02 LIABILITY Insurance Premiums 0 2,532 2,532 2,532 1,272 1,272 15,660 18,077 18,077 23,519 23,519 23,519 22-09 INFO TECHNOLOGY SERVICES 371 500 500 500 500 500 22-98 OTHER Prof. services/fees 16,031 18,577 18,577 24,019 24,019 24,019 884 884 884 871 871 871 25-01 MAINTENANCE CONTRACTS Repair and Maintenance 884 884 884 871 871 871 0 0 0 0 0 0 26-01 OFFICE SUPPLIES 0 0 0 0 0 0 26-03 PRINTING/FORMS 216 680 680 680 680 680 26-11 : POLICE EQUIPMENT & SUPPLY 0 0 0 0 0 0 26-17 CATERING/SPEC CIRCUMSTANC 0 0 0 0 0 0 26-23 FURNITURE/FIXTURES 0 0 0 0 0 0 26-32 DATA PROCESSING SOFTWARE 2,340 1,200 1,200 10,000 10,000 10,000 26-33 DATA PROCESSING EQUIPMENT Materials and supplies 2,556 1,880 1,880 10,680 10,680 10,680 1,238 1,500 1,500 1,500 1,500 1,500 27-02 UNIFORM ALLOWANCE 2,842 2,450 2,450 2,950 2,950 2,950 27-04 EDUCATION/TRAINING 80 230 230 230 230 230 27-05 MEMBER DUES/SUBSCRIPTIONS 1,894 1,320 2,570 1,570 1,570 1,570 27-06 EMPLOYEE RECOGNITION 424 306 306 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance 6,478 5,806 7,056 6,250 6,250 6,250 Total Operations & Maintenance costs 25,949 29,679 30,929 44,352 43,092 43,092 Capital Equipment FURNITURE/FIXTURES 0 0 0 0 0 0 33-31 48 General Fund Facilities, 1 01-1 700 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Services include: exterior and interior, HVAC, utilities and elevator maintenance, cleaning contracts * Records management: maintenance records, as -built, mechanical equipment, warranties * Facility design, ADA coordination and construction management * Rental property management Personnel Services Salaries Benefits Operations & Maintenance Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 90,885 93,913 90,952 94,805 96,739 141,619 40,358 42,093 42,537 43,739 44,152 74,219 $131,243 $136,006 $133,489 $138,544 $140,891 $215,838 715,183 668,968 668,968 692,949 731,326 741,326 Total Current Expenses 846,426 804,974 802,457 831,493 872,217 957,164 Capital Total Expenses 121,509 384,800 384,800 0 jj 55,000 55,000 $967,935 $1,189,774 $1,187,257 $831,493 $927,217 $1,012,164 Revenues FEDERAL GRANT OPERATING GRANT LAND BUILDINGS OTHER SALES OF FIXED ASSETS 0 0 0 27,000 0 169,516 172,442 172,442 0 0 0 0 0 0 172,442 0 0 0 0 0 0 172,442 172,442 5,628 0 3,916 0 0 0 0 0 0 0 0 0 202,144 172,442 176,358 172,442 172,442 172,442 Personnel Levels Director of Public Works 0.15 0.15 0.15 0.15 0.15 0.15 Facilities Manager 0.85 0.850.85 0.85 0.85 0.85 Facilities Maintenance Worker 0,00 0.00 0.00 0.00 0.00 1.00 Engineering Manager 0.00 0.00 0.00 0.00 0.00 0.00 Administrative Assistant 0,10 0.10 0.10 0.10 0.10 0.10 Total 1.10 1.10 1.10 1.10 1.10 2.10 Operations & Maintenance Details Insurance premiums 31,957 29,903 29,903 29,903 26,280 26,280 Prof. services/fees 1,894 3,231 3,231 4,138 4,138 4,138 Publishing 0 0 0 0 0 0 Rentals 53,503 14,662 14,662 14,662 14,662 14,662 Repair and maintenance 336,643 326,247 326,247 325,321 367,321 375,321 Materials and supplies 39,179 31,250 31,250 31,250 31,250 33,250 Job performance expenses 652 1,475 1,475 1,475 1,475 1,475 Utility expenditures 251,355 262,200 262,200 286,200 286,200 286,200 715,183 668,968 668,968 692,949 731,326 741,326 49 General Fund Facilities, 101-1700-417 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 31,711 27,636 27,636 27,636 24,006 24,006 21-01 PROPERTY 246 2,267 2,267 2,267 2,274 2,274 21-02 LIABILITY 31,957 29,903 29,903 29,903 26,280 26,280 Insurance Premiums 0 0 0 0 0 0 22-02 ENGINEERING 0 0 0 0 0 0 22-08 LEGAL 0 3,013 3,013 3,920 3,920 3,920 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-26 INSURANCE CLAIMS. 1,894 218 218 218 218 218 22-98 OTHER Prof. services/fees 1,894 3,231 3,231 4,138 4,138 4,138, Publication Fees 0 0 0 0 0 0 23 01 PUBLICATION FEES 40,264 762 762 762 762 762 24-02 . REAL PROPERTY 0 0 0 0 0 0 24-03 LEASE 13,239 13,900 13,900 13,900 13,900 13,900 ? 24-04 CONE CTR PROPERTY TAX Rentals 53,503 14,662 14,662 14,662 14,662 14,662 214,035 223,886 223,886 222,960 222,960 ; 222,960 25-01 MAINTENANCE CONTRACTS 120,288 97,042 97,042 97,042 139,042 -.117,042 25-02 BUILDINGS 2,320 2,600 2,600 1,000 1,000 1,000 25-04 VEHICLE EQUIPMENT 0 0 0 1,600 1,600 1,600 25-09 VEHICLE REPAIRS -FLEET SHP 0 2,719 2,719 2,719 2,719 32,719 25-44 FUTURE VEHICLE PURCHASE Repair and Maintenance 336,643 326,247 326,247 325,321 367,321 375,321 316 500 500 500 500 500 26-01 OFFICE SUPPLIES 35,243 30,000 30,000 30,000 30,000 30,000 26-05 JANITORIAL 0 0 0 0 0 0 26-13 MEDICAL 0 250 250 250 250 250 26-17 CATERING/SPEC CIRCUMSTANC 3,620 500 500 500 S00 500 26-23 FURNITURE/FIXTURES 0 0 0 0 0 2,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 26-39 FUEL & OIL Materials and supplies 39,179 31,250 31,250 31,250 31,250 33,250 0 75 75 75 75 75 27-02 UNIFORM ALLOWANCE 652 1,400 `31,400 1,400 1,400 1,400 27-04 EDUCATION/TRAINING 0 0 0 0 0 0 27-05 MEMBER DUES/SUBSCRIPTIONS Job Performance Expenses 652 1,475 1,475 1,475 1,475 1,475 461.1,000 1,000 1,000 1,000 1,000 28-01 TELEPHONE 3,668 4,200 4,200 4,200 4,200 4,200 28-02 NATURAL GAS 134,663 120,000 120,000 144,000 144,000 144,000 28-03 ELECTRICAL ENERGY 15,381 10,000 10,000 10,000 10,000 10,000 28-04 WATER 25,939 14,000 14,000 14,000 14,000 14,000 28-05 SEWER 71,243 113,000 113,000 113,000 113,000 113,000 28-06 TRASH DISPOSAL Utility Expenditures 251,355 262,200 262,200 286,200 286,200 286,200 Total Operations & Maintenance costs 715,183 668,968 668,968 692,949 731,326 741,326 0 0 0 0 0 0 32-21 NEW BUILDINGS 0 348,800 348,800 0 55,000 55,000 32-22 BUILDING REMODELING 21,600 0 0 0 0 0 33-31 FURNITURE/FIXTURES 99,909 36,000 36,000 0 0 0 33-32 OFFICE EQUIPMENT Capital Equipment 121,509 384,800 384,800 0 55,000 55,000 50 General Fund Engineering, 101-2400 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Transportation and stormwater project engineering/management, contract administration, phone system * Construction contract administration * Development review, right of way permit administration * Street improvement program management * Trails expansion planning and management * Emergency operations Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 132,074 157,060 168,945 134,633 137,014 220,819 60,948 76,659 81,854 54,995 55,503. 93,880 $193,022 $233,719 $250,799 $189,628 $192,517 $314,699 110,383 664,637 565,597 64,789 65,208 65,208 303,405 898,356 816,396 254,417 257,725 379,907 0 0 0 0 0 0 $303,405 $898,356 $816,396 $254,417 $257,725 $379,907 Revenues FEDERAL GRANT OPERATING GRANT SALE MAPS & PUBLICATIONS OTHER Personnel Levels Director of Public Works Engineering Manager Development Review Engineer Grant Accountant Administrative Assistant 0 20,712 0 117 271,628 329,122 0 0 300,000, 201,165 0 0 20,829 600,750 501,165 0.04 0.48 0.00 1.00 0.50 2.02 0,30 0.30 0.60 0.60 0.00 0.00 1.00 1.00 0.50 0.50 2.40 2.40 0 0 0 0 0 0.30 0.60 0.00 0.00 0.50 1.40 0 0 0 0 0 0.30 0.60 0.00 0.00 0.50 1.40 0 0 0 0 0 0.30 0.60 1.00 0.00 0.50 2.40 Operations & Maintenance Details Insurance premiums 829 868 868 868 1,287 1,287 Prof. services/fees 94,101 647,997 548,957 46,459 46,459 46,459 Publishing 869 500 500 2,200 2,200 2,200 Repair and maintenance 2,332 6,062 6,062 6,052 6,052 6,052 Materials and supplies 6,991 3,250 3,250 3,250 3,250 3,250 lob performance expenses 4,509 5,960 5,960 5,960 5,960 5,960 Utility expenditures 752 0 0 0 0 0 110,383 664,637 565,597 64,789 65,208 65,208 51 General Fund Engineering, 101-2400-424 2018 Town Board Budget Document Workbook2.xlsx Account Name Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Account Number Detail Insurance Premiums Prof. services/fees Publication Fees Repair and Maintenance Materials and supplies Job Performance Utility Expenditures Total Operations & Maintenance costs Capital 460 369 109 759 109 759 109 759 85 1,202 85 1,202 829 49,683 6,050 19,176 0 360 18,832 868 621,807 5,000 21,090 0 0 100 868 522,767 5,000 21,090 0 0 100 868 10,000 5,000 31,359 0 0 100 1,287 10,000 5,000 31,359 0 0 100 1,287 10,000 5,000 31,359 0 0 100 94,101 869 707 1,625 0 0 0 0 647,997 500 707 2,200 150 0 2,855 150 548,957 500 707 2,200 150 0 2,855 150 46,459 2,200 697 200 150 2,000 2,855 150 46,459 2,200 697 200 150 2,000 2,855 150 46,459 2,200 697 200 150 2,000 2,855 150 2,332 1,061 110 25 0 555 0 1,178 4,062 0 6,062 1,000 0 250 500 1,000 500 0 0 0 6,062 1,000 0 250 500 1,000 500 0 0 0 6,052 1,000 0 250 500 1,000 500 0 0 0 6,052 1,000 0 250 500 1,000 500 0 0 0 6,052 1,000 0 250 500 1,000 500 0 0 0 6,991 426 3,027 830 175 51 3,250 300 3,150 2,000 160 350 3,250 300 3,150 2,000 160 350 3,250 300 3,150 2,000 160 350 3,250 300 3,150 2,000 160 350 3,250 300 3,150 2,000 160 350 4,509 752 5,960 0 5,960 0 5,960 0 5,960 0 110,383 664,637 565,597 64,789 65,208 65,208 0 0 0 0 0 0 21-01 PROPERTY 21-02 LIABILITY 22-02 ENGINEERING 22-08 LEGAL 22-09 INFO TECHNOLOGY SERVICES 22-20 ENTERTAINMENT 22-24 GIS`, 22-98 OTHER 23-01, ,a PUBLICATION FEES 25-01 25-04 25-05 25-09 25-44 25-98 MAINTENANCE CONTRACTS VEHICLE EQUIPMENT MACHINERY/TOOLS VEHICLE REPAIRS -FLEET SHP FUTURE VEHICLE PURCHASE OTHER MACHINERY/EQUIPMENT 26-01 OFFICE SUPPLIES 26-02 POSTAGE 26-06 SMALL TOOLS 26-07 SMALL HARDWARE 26-17 CATERING/SPEC CIRCUMSTANC 26-23 FURNITURE/FIXTURES 26-32 DATA PROCESSING SOFTWARE 26-33 DATA PROCESSING EQUIPMENT 26-39 FUEL & OIL 27-02 UNIFORM ALLOWANCE 27-04 EDUCATION/TRAINING 27-05 MEMBER DUES/SUBSCRIPTIONS 27-06 EMPLOYEE RECOGNITION 27-07 MILEAGE REIMBURSEMENT 28-01 33-33 TELEPHONE DATA PROCESSING EQUIPMENT 52 General Fund Streets, 101-3100 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Snow removal, street sweeping, street signs, parking lot maintenance and striping, patching (pot holes), crack sealing, drainage, special projects, right of ways, seasonal trash * Work order tracking, time card tracking, invoices * Inspections: pot holes, crack sealing, signs, trash, sweeping, drainage, curbs Assists other departments: museum (picnic grounds), senior center (parking lot/drainage), parks, library (book sole), police (parking/signs/barricades), special events, fire (barricades, sanding cleanup), water (sanding), specialties (culverts, signs, curbs/drainage) Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 289,741 318,266 117,907 130,740 299,673 350,923 112,669 125,877 361,190 356,190 127,383 127,001 $407,648 $449,006 $412,342 $476,800 $488,573 $483,191 391,497 593,302 799,145 1,042, 308 1,362,053 2,849,125 593,302 634,953 1,005,644 5,919,062 $2,161,198 $3,891,433 $6,924,706 1111, 753 0 $1,111,753 653,212 642,712 1,141, 785 1,125, 903 585,000 0 $1,726,785 $1,125,903 Revenues STREET CUTS FEDERAL GRANT OPERATING GRANT HIGHWAY USERS TRUST FUND MOTOR VEHICLE REG. 1.5% MOTOR VEHICLE REG. 2.5% ROAD & BRIDGE DONATIONS OTHER SALES OF FIXED ASSETS Personnel Levels Director of Public Works Engineering Manager Public Works Operations Mgr 'r Municipal Service Foreman Municipal Service Worker Administrative Assistant Seasonal Maintenance (2) 6,460 2,000 `' ' 2,000 904,804 2,740,293 5,441,715 78,714 243,777 571,941 276,956 288,508 288,508 11,906 11,000 11,000 18,208 17,000 17,000 96,407 90,000 90,000 O 0 0 3,426 2,500 2,500 O 0 0 2,000 0 0 278,067 11,000 17,000 90,000 0 2,500 0 2,000 2,000 O 0 O 0 278,067 278,067 11,000 11,000 17,000 17,000 90,000 90,000 O 0 2,500 2,500 O 0 1,396,881 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 3,395,078 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 6,424,664 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 400,567 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 400,567 400,567 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 0.20 0.20 0.33 1.00 2.25 0.20 0.67 4.85 Operations & Maintenance Details Insurance premiums 8,308 14,009 14,009 14,009 9,768 9,768 Prof. services/fees 21,159 13,263 13,263 14,083 14,083 14,083 Publishing 0 0 0 0 0 0 Rentals 35,127 22,196 22,196 41,196 53,196 41,196 Repair and maintenance 221,158 434,434 434,434 455,965 422,705 426,705 Materials and supplies 16,624 20,100 20,100 20,400 64,160 61,660 Job performance expenses 5,812 8,900 8,900 8,900 8,900 8,900 Utility expenditures 83,309 80,400 80,400 80,400 80,400 80,400 391,497 593,302 593,302 634,953 653,212 642,712 53 General Fund Streets, 101-3100-431 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 5,457 4,795 4,795 4,795 5,317 5,317 21-01 PROPERTY 2,851 9,214 9,214 9,214 4,451 4,451 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 8,308 14,009 14,009 14,009 9,768 9,768 6,453 0 0 0 0 0 22-02 ENGINEERING 100 0 0 0 0 0 22-06 MEDICAL 1,050 0 0 0 0 0 22-08 LEGAL 4,474 7,020 7,020 7,840 7,840 7,840 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-13 ,` CONTRACT/SKILLED SERVICES 4,103 4,000 4,000 4,000 4,000 4,000 22 24, GIS 0 0 0 0 0 0 22-26 __ INSURANCE DAMAGE CLAIMS 4,979 2,243 2,243 2,243 2,243 2,243 22-98 OTHER Prof. services/fees 21,159 13,263 13,263 14,083 14,083 14,083 Publication Fees 0 0 0 0 0 0 23-01 PUBLICATION FEES 12,165 16,900 16,900 16,900 28,900 16,900 24-01 EQUIPMENT 305 296 296 296 296 296 24-02 REAL PROPERTY 22,657 5,000 5,000 24,000 24,000 24,000 24-03 LEASE Rentals 35,127 22,196 22,196 41,196 53,196 41,196 43,852 57,395 57,395 57,389 62,389 57,389 25-01 MAINTENANCE CONTRACTS 0 0 0 0 0 0 25-02 BUILDINGS 155,386 181,000 181,000 46,000 46,000 46,000 25-04 VEHICLE EQUIPMENT 0 350 350 350 .. 350 350 25-05 MACHINERY/TOOLS 0 0 0 135,000 93,740 93,740 25-09 VEHICLE REPAIRS -FLEET SHP 26,780 63,000 63,000 63,000 63,000 75,000 25-20 STREETS 1,133 11,000 11,000 11,000 11,000 11,000 25-24 STORM DRAINAGE 5,787 9,000 9,000 9,000 12,000 9,000 25-25 TRAFFIC SIGNS 0 25,000 25,000 0 0 0 25-27 PARKING LOT 0 87,689 87,689 134,226 134,226 134,226 25-44 FUTURE VEHICLE PURCHASE -11,780 0 0 0 0 0 25-52 WALKWAYS/BIKEWAYS 0 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 221,158 434,434 434,434 455,965 422,705 426,705 1,018 1,000 1,000 1,000 1,000 1,000 26-01 OFFICE SUPPLIES 0 0 0 0 0 0 26-03 PRINTING/FORMS 0 150 150 150 150 150 26-04 FREIGHT/SHIPPING 647 3,000 3,000 3,000 3,000 3,000 26-06 SMALL TOOLS 511 1,600 1,600 1,600 1,600 1,600 26-07 SMALL HARDWARE 2,082 4,200 4,200 4,200 4,200 4,200 26-08 LUMBER/PAINT 0 650 650 650 650 650 26-13 MEDICAL 385 1,000 1,000 1,000 1,000 1,000 26-17 CATERING/SPEC CIRCUMSTANC 0 0 0 0 0 0 26-21 BRIDGES 0 0 0 0 0 0 26-23 FURNITURE/FIXTURES 0 0 0 0 0 0 26-32 DATA PROCESSING SOFTWARE 11,668 0 0 0 2,500 0 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 41,260 41,260 26-39 FUEL & OIL 0 8,000 8,000 8,000 8,000 8,000 26-46 COMMUNICATION EQUIPMENT 313 500 500 800 800 800 26-48 SHOP EQUIPMENT 0 0 0 0 0 0 26-95 OTHER EQUIPMENT Materials and supplies 16,624 20,100 20,100 20,400 64,160 61,660 54 General Fund Streets, 101-3100-431 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 384 800 800 800 800 800 27-01 PERSONAL SAFETY EQUIPMENT 3,368 3,200 3,200 3,200 3,200 3,200 27-02 UNIFORM ALLOWANCE 1,310 3,000 3,000 3,000 3,000 3,000 27-04 EDUCATION/TRAINING 350 1,500 1,500 1,500 1,500 1,500 27-05 MEMBER DUES/SUBSCRIPTIONS 400 400 400 400 400 400 27-06 EMPLOYEE RECOGNITION 0 0 0 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance 5,812 8,900 8,900 8,900 8,900 8,900 2,593 2,800 2,800 2,800 2,800 2,800 28-01 TELEPHONE 4,439 8,000 8,000 8,000 8,000 8,000 28-02 NATURAL GAS 2,927 2,400 2,400 2,400 2,400 2,400 28-03 ELECTRICAL ENERGY 564 1,400 1,400 1,400 1,400 1,400 28-04 WATER 0 800 800 800 800 800 28-05 SEWER 5,949 5,000 5,000 5,000 5,000 5,000 28-06 TRASH DISPOSAL 66,837 60,000 60,000 60,000 60,000 60,000 28-09 STREET LIGHT ENERGY CHG. Utility Expenditures 83,309 80,400 80,400 80,400 80,400 80,400 Total Operations & Maintenance costs 391,497 593,302 593,302 634,953 653,212 642,712 15,998 0 0 0 0 0 31-13 LAND IMPROVEMENTS 0 0 0 0 0 0 32-21 NEW BUILDINGS 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 0 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 33-36 COMMUNICATION EQUIPMENT 0 0 0 0 0 0 33-38 SHOP EQUIPMENT 0 0 0 0 0 0 34-42 TRUCKS 0 0 0 0 0 0 34-43 HEAVY EQUIPMENT 0 16,000 0 0 0 0 34-98 OTHER MACHINERY/EQUIPMENT 12,870 0 0 0 0 0 35-21 BRIDGES 1,333,185 0 0 0 510,000 0 35-51 STREETS 0 0 0 0 0 0 35-52 PARKING LOTS 0 0 0 0 75,000 0 35-53 STORM DRAINAGE 0 0 0 0 0 0 35-60 WALKWAYS & BIKEWAYS 0 2,833,125 5,919,062 0 0 0 36-55 FHWA-FISH CREEK REPAIRS 0 0 0 0 0 0 36-59 FHWA-COMMUNITY DRIVE Capital 1,362,053 2,849,125 5,919,062 0 585,000 0 55 General Fund Parks, 101-5200 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES Flower planting, irrigation, grounds maintenance and landscaping, benches/tables/trash cans, parks/bridges/picnic grounds, walkways/riverwalk/sidewalks/trails, playground inspection and maintenance, Christmas tree drop, snow removal, tree board * Contract management: sidewalk cleaning, Bureau of Reclamation Grounds mtn, weed control, sculpture maintenance and cleaning, annual backflow maintenance/testing, tree trimming * Records management: work order tracking, time card tracking, invoices * Police (graffiti/wasp nest removal), library (book transport/sale), special events (tent/parade assistance), Senior Center (picnic grounds cleaning/maintenance), Town Hall roof maintenance Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 Personnel Services Salaries Benefits 417,129 464,182 150,865 173,652 427,066 453,489 149,268 166,329 460,194 460,194 167,760 167,760 $567,994 Operations & Maintenance 460,285 Total Current Expenses $637,834 $576,334 $619,818 444,604 444,604 496,941 $627,954 $627,954 511,923 506,923 1,028,279 1,082,438 1,020,938 -. 1,116,759 1,139,877 1,134,877 Capital 7,230 20,000 10,000 Total Expenses 0 90,000 20,000 $1,035,509 $1,102,438 $1030,938 $1,116,759 $1,229,877 $1,154,877 Revenues FEDERAL GRANT OPERATING GRANT CONTRIBUTIONS/DONATIONS DONATIONS MRS WALSH GARDEN TRUST OTHER SALES OF FIXED ASSETS Personnel Levels Director of Public Works Engineering Manager Public Works Operations Mgr Parks Supervisor Municipal Service Workers III? Municipal Service Workers II Administrative Assistant Seasonal Park (18) (S, w) 0 0 O 0 O 0 0 5,500 0 0 O 0 0 19,032 6,000 6,000' 4,275 0 0 23,197 6,000 6,000 0 0 0 0 35,000 0 0 35,000 O 0 O 0 O 0 O 0 35,000 35,000 O 0 O 0 35,000 35,000 0.15 0.10 0.33 1.00 1.50 2.00 0.20 6.00 11.28 0.15 0.10 0.33 1.00 2.00 3.00 0.20 4.86 11.64 0.15 0.10 0.33 1.00 2.00 3.00 0.20 4.86 11.64 0.15 0.10 0.33 1.00 2.00 3.00 0.20 4.86 11.64 0.15 0.10 0.33 1.00 2.00 3.00 0.20 4.86 11.64 0.15 0.10 0.33 1.00 2.00 3.00 0.20 4.86 11.64 Operations & Maintenance Details Insurance premiums 8,382 5,277 5,277 5,277 11,259 11,259 Prof. services/fees 21,091 25,084 25,084 30,439 34,439 34,439 Publishing 253 1,000 1,000 1,000 1,000 1,000 Rentals 4,787 6,450 6,450 6,450 6,450 6,450 Repair and maintenance 205,276 205,693 205,693 251,675 242,675 237,675 Materials and supplies 105,351 117,225 117,225 114,725 128,725 128,725 Job performance expenses 21,749 24,100 24,100 21,100 21,100 21,100 Utility expenditures 93,396 59,775 59,775 66,275 66,275 66,275 460,285 444,604 444,604 496,941 511,923 506,923 56 General Fund Parks, 101-5200-452 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 4,449 1,552 1,552 1,552 7,164 7,164 21-01 PROPERTY 3,933 3,725 3,725 3,725 4,095 4,095 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 8,382 5,277 5,277 5,277 11,259 11,259 350 0 0 0 0 0 22-06 MEDICAL 13,422 22,084 22,084 27,439 27,439 27,439 22-09 INFO TECHNOLOGY SERVICES 1,106 0 0 0 4,000 4,000 22-24 GIS 776 0 0 0 0 0 22-26 INSURANCE CLAIMS 5,437 3,000 3,000 3,000 3,000 3,000 22-98 OTHER Prof. services/fees 21,091 25,084 25,084 30,439 34,439 34,439 Publication Fees 253 1,000 1,000 1,000 1,000 1,000 23-01 PUBLICATION FEES 408 0 0 0 0 0 24-01 EQUIPMENT 0 0 0 0 0 0 24-02 REAL PROPERTY 4,379 6,450 6,450 6,450 6,450 6,450 24-03 LEASE Rentals 4,787 6,450 6,450 6,450 6,450 6,450 46,857 44,950 44,950 46,000 46,000 46,000 25-01 MAINTENANCE CONTRACTS 0 0 0 0 ' 0 0 25-02 BUILDINGS 77,933 52,500 52,500 42,500 ,' 42,500 42,500 25-03 FURNITURE/FIXTURES 80,486 79,760 79,760 29,760 29,760 29,760 25-04 VEHICLE EQUIPMENT 0 250 250 250 250 250 25-05 MACHINERY/TOOLS 0 0 0 50,000 36,000 36,000 25-09 VEHICLE REPAIRS -FLEET SHP 0 0 0 35,000 35,000 35,000 25-37 MRS WALSH GARDEN MAINT 0 28,233 28,233 48,165 48,165 48,165 25-44 FUTURE VEHICLE PURCHASE 0 0 0 0 5,000 0 25-52 WALKWAYS/BIKEWAYS 0 0 0 0 0 0 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 205,276 205,693 205,693 251,675 242,675 237,675 1,262 1,200 1,200 1,200 1,200 1,200 26-01 OFFICE SUPPLIES 49 200 200 200 200 200 26-03 PRINTING/FORMS 38 25 25 25 25 25 26-04 FREIGHT/SHIPPING 208 0 0 0 0 0 26-05 JANITORIAL 2,460 2,500 2,500 3,000 3,000 3,000 26-06 SMALL TOOLS 494 1,800 1,800 5,800 5,800 5,800 26-07 SMALL HARDWARE 628 2,000 2,000 2,000 2,000 2,000 26-08 LUMBER/PAINT 481 500 500 500 500 500 26-09 CHEMICAL 15,338 15,000 15,000 15,000 15,000 15,000 26-10 LAWN 147 750 750 750 750 750 26-13 MEDICAL ;, 2,005 4,500 4,500 7,500 7,500 7,500 26-17 CATERING/SPEC CIRCUMSTANC 0 1,500 1,500 1,500 1,500 1,500 26-22 WALKWAYS 0 2,000 2,000 2,000 2,000 2,000 26-23 FURNTIURE/FIXTURES 6,253 6,000 6,000 6,000 6,000 6,000 26-27 AGGREGATE 10,949 14,000 14,000 14,000 14,000 14,000 26-30 MULCH 247 250 250 250 250 250 26-31 SHOP SUPPLIES 0 0 0 0 0 0 26-32 DATA PROCESSING SOFTWARE 878 1,500 1,500 1,500 1,500 1,500 26-33 DATA PROCESSING EQUIPMENT 49,011 49,500 49,500 49,500 49,500 49,500 26-36 MAINT., TREES, PLANTS 0 0 0 0 14,000 14,000 26-39 FUEL & OIL 14,903 10,000 10,000 0 0 0 26-46 COMMUNICATION EQUIPMENT 0 0 0 0 0 0 26-48 SHOP EQUIPMENT 0 4,000 4,000 4,000 4,000 4,000 26-95 OTHER EQUIPMENT Materials and supplies 105,351 117,225 117,225 114,725 128,725 128,725 57 General Fund Parks, 101-5200-452 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Account Actuals Budget Est Actuals Base Budget Budget Budget Number Account Name 2016 2017 2017 2018 2018 2018 Detail 1,572 2,000 2,000 3,000 3,000 3,000 27-01 PERSONAL SAFETY EQUIPMENT 3,964 4,800 4,800 4,800 4,800 4,800 27-02 UNIFORM ALLOWANCE 14,097 15,900 15,900 11,900 11,900 11,900 27-04 EDUCATION/TRAINING 1,494 1,000 1,000 1,000 1,000 1,000 27-05 MEMBER DUES/SUBSCRIPTIONS 543 400 400 400 400 400 27-06 EMPLOYEE RECOGNITION 79 0 0 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance 21,749 24,100 24,100 21,100 21,100 21,100 722 700 700 700 700 700 28-01 TELEPHONE 2,439 2,200 2,200 2,200 2,200 2,200 28-02 NATURAL GAS 13,529 7,375 7,375 7,375 7,375 7,375 28-03: ELECTRICAL ENERGY 54,959 38,000 38,000 40,000 40,000 40,000 28 04 WATER 422 1,000 1,000 1,000 1,000 1,000 28-05 SEWER 21,325 10,500 10,500 15,000 15,000 15,000 28-06 TRASH DISPOSAL 0 0 0 0 0 0 28-09 STREET LIGHT ENERGY CHG. Utility Expenditures 93,396 59,775 59,775 66,275 66,275 6 6, 275 Total Operations & Maintenance costs 460,285 444,604 444,604 496,941 511,923 506,923 0 0 0 0 70,000 0 32-21 NEW BUILDINGS 7,230 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 33-36 COMMUNICATION EQUIPMENT 0 0 0 0 0 0 33-38 SHOP EQUIPMENT 0 0 0 0 20,000 0 33-98 OTHER EQUIPMENT 0 0 0 0 0 0 34-42 TRUCKS 0 20,000 10,000 0 0 20,000 34-98 OTHER MACHINERY/EQUIPMENT 0 0 0 0 0 0 35-61 PARK IMPROVEMENTS Capital 7,230 20,000 10,000 0 90,000 20,000 58 Community Reinvestment Fund Special Revenue Fund, 204 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Community Reinvestment Fund provides funds for General Fund, Special Revenue Fund and Internal Service Fund capital projects. Funding comes from the General Fund, Grants and TABOR excesses (voter approval in 2000) when applicable. Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Revenues Intergovernmental Investment Income Other Total Revenues 152,458 4,900,354 5,132,397 0 0 0 16,867 16,082 16,082 18,000 18,000 18,000 50,922 110,000 110,000 0 0 0 220,247 5,026,436 5,258,479 18,000 18,000 18,000 Expenses Personnel Services 0 0 0 0 0 0 Operations & Maintenance 168,221 102,600 91,980 20,750 20,750 20,750 Debt Service 520,910 894,426 894,426 916,760 916,760 916,760 Total Current Expenses $689,131 $997,026 $986,406 $937,510 $937,510 $937,510 Capital 1,361,049 10,784,729 10,911,403 0 0 0 Total Expenses $2,050,180 $11,781,755 $11,897,809 $937,510 $937,510 $937,510 Excess (deficiency) of revenues (1,829,933) (6,755,319) (6,639,330) (919,510) (919,510) (919,510) over expenditures Other financing sources Transfers In 520,000 967,921 977,921 950,322 950,322 1,350,322 Sales of Capital Assets 650,000 0 0 0 0 0 Capital Lease Proceeds 0 4,552,616 4,552,616 0 0 0 Other financing uses (transfers out) (E;50,000) 0 0 0 0 0 Increase (decrease) in Fund Balance (1,309,933) (1,234,782) (1,108,793) 30,812 30,812 430,812 Beginning Fund balance 2,516,777 1,206,844 1,206,844 98,051 98,051 98,051 Ending Fund balance $1,206,844 (527,938) $98,051 $128,863 $128,863 $528,863 Personnel Levels none 0 0 0 0 0 0 Operations & Maintenance Details PROF. SERVICES/FEES 90,998 102,600 91,980 20,750 20,750 20,750 PUBLISHING 0 0 0 0 0 0 REPAIR AND MAINTENANCE 76,103 0 0 0 0 0 MATERIALS AND SUPPLIES 1,120 0 0 0 0 0 168,221 102,600 91,980 20,750 20,750 20,750 Debt Service COPS & LEASE PURCHASES 520,910 894,426 894,426 916,760 916,760 916,760 520,910 894,426 894,426 916,760 916,760 916,760 Capital CAPITAL -BUILDINGS 236,884 206,760 210,000 0 0 0 CAPITAL - EQUIPMENT 0 0 0 0 0 0 CAPITAL/INFRASTRUCTURE 1,124,165 10,577,969 10,701,403 0 0 0 1,361,049 10,784,729 10,911,403 0 0 0 59 Conservation Trust Fund Special Revenue Fund, 211 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES To collect and distribute the proceeds of state lottery revenues for the purpose of acquiring, construction and maintaining parks and facilities Revenues Intergovernmental Investment Income Other Total Revenues Expenses Personnel Services Operations & Maintenance Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 34,547 32,000 32,000 32,250 32,250 32,250 344 371 371 300 300 300 4 0 0 0 0 0 34,895 32,371 32,371 32,550 0 0 45,133 0 32,716 32,716 Total Current Expenses $45,133 $32,716 $32,716''' Capital Total Expenses Increase (decrease) in Fund Balance Beginning Fund balance Ending Fund balance 0 0 $45,133 $32,716 0' 0 32,541 $32,541 0 $32,716 $32,541 32,550 32,550 0 0 32,541 32,541 $32,541 $32,541 0 0 $32,541 $32,541 (10,238) (345) (345) 9 9 9 45,796 35,558 35,558 35,213 35,213 35,213 $35,558 $35,213 $35,213 $35,222 $35,222 $35,222 Personnel Levels none Operations & Maintenance Details INSURANCE PREMIUMS 0 0 0 0 0 0 PROF. SERVICES/FEES 0 0 0 0 0 0 PUBLISHING 0 0 0 0 0 0 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 20,300 11,000 11,000 11,000 11,000 11,000 MATERIALS AND SUPPLIES 24,833 21,716 21,716 21,541 21,541 21,541 JOB PERFORMANCE EXPENSES 0 0 0 0 0 0 UTILITY EXPENDITURES 0 0 0 0 0 0 OTHER CURRENT, EXPENSES 0 0 0 0 0 0 45,133 32,716 32,716 32,541 32,541 32,541 Capital PARK IMPROVEMENTS 0 0 0 0 0 0 60 Larimer County Open Space Fund Special Revenue Fund, 220 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * In 1996, Lorimer County voters approved a one -quarter of one percent sales tax increase to be used for trails and open space purchases through 2018. This fund accounts for the Town's portion of the tax. Actuals 2016 Budget 2017 Leadership Team Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2018 2018 2018 Revenues Intergovernmental Investment Income Other Total Revenues 365,583 1,761,854 3,406,995 365,000 365,000 365,000 2,506 3,193 3,193 3,250 3,250 =" 3,250 99 0 0 0 0 0 $368,188 $1,765,047 $3,410,188 $368,250 $368,250 $368,250 Expenses Personnel Services Salaries 20,530 20,706 19,932 21,670 22,111 22,111 Benefits 8,522 8,711 8,223 9,133 9,228 9,228 29,052 29,417 28,155 30,803" 31,339 31,339 Operations & Maintenance 19,266 266,794 91,727 11,064'"` 11,064 11,064 Total Current Expenses 48,318 296,211 119,882 41,867 42,403 42,403 Capital 1,043,148 2,108,786 2,609,000 175,000 175,000 225,000 Total Expenses 1,091,466 2,404,997 2,728,862 216,867 217,403 267,403 Excess (deficiency) of revenues over expenditures Other financing sources (transfers in) Other financing uses (transfers out) (723,278) (639,950) 681,306 151,383 150,847 100,847 0 0 0 (710,000) 0 0 0 0 0 0 Increase (decrease) in Fund Balance (723,278) (639,950) 251,306 151,383 150,847 100,847 Beginning Fund balance 475,874 (247,404) (247,404) 3,902 3,902 3,902 Ending Fund balance (5-47,701) (oob7,35?) $3,902 $155,285 $154,749 $104,749 Personnel Levels Director of Public Works 0.10 0.10 0.10 0.10 0.10 0.10 Engineering Manager 0.10 0.10 0.10 0.10 0.10 0.10 Total 0.20 0.20 0.20 0.20 0.20 0.20 Operations & Maintenance Details INSURANCE PREMIUMS 246 0 0 0 0 0 PROF. SERVICES/FEES 18,853 255,794 80,727 64 64 64 PUBLISHING 167 0 0 0 0 0 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 0 11,000 11,000 11,000 11,000 11,000 19,266 266,794 91,727 11,064 11,064 11,064 Capital LAND IMPROVEMENTS 850,783 0 0 0 0 0 WALKWAYS & BIKEWAYS 192,365 500,000 300,000 175,000 175,000 225,000 PARK IMPROVEMENTS 0 145,085 145,085 0 0 0 FED GRANT FC TRAIL 0 1,463,701 2,163,915 0 0 0 Improvements 1,043,148 2,108,786 2,609,000 175,000 175,000 225,000 61 Emergency Response System Fund Special Revenue Fund, 236 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Emergency Response Fund was created by April 2014 vote, effective July 2014 though June 2024 (10 years). The Fund receives 2.5% of the new 1% sales tax increase for "capital acquisitions associated with emergency response capabilities of the Town, such as emergency public radio and emergency operations center equipment and associated costs." Revenues Sales Tax Investment Income Total Revenues Expenses Personnel Services Salaries Benefits $65,201 Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 65,077 68,700 67,600 69,600 69,600 69,600 124 161 161 200 200 200 $68,861 $67,761 $69,800 $69,800 $69,800 O 0 0 0 0 0 O 0 0 0 0 0 Operations & Maintenance 33,428 58,913 52,413 48,185 48,185 45,685 Total Current Expenses 33,428 58,913 52,413 48,185 48,185 45,685 Capital 0 0 11,929 0 0 0 Total Expenses 33,428 58,913 64,342 48,185 48,185 45,685 Excess (deficiency) of revenues 31,773 9,948 3,419." 21615 21,615 24,115 over expenditures Other financing sources (transfers in) 0 Other financing uses (transfers out) i til,-17 I) Increase (decrease) in Fund Balance Beginning Fund balance Ending Unreserved Fund balance O 0 0 0 O 0 0 0 21,299 9,948 3,419 21,615 21,615 24,115 14,715 36,014 36,014 39,433 39,433 39,433 $36,014 $45,962 $39,433 $61,048 $61,048 $63,548 Personnel Levels Public Works Civil Engineer II 0.20 0.20 0.20 0.20 0.20 0.20 Total 0.20 0.20 0.20 0.20 0.20 0.20 Operations & Maintenance Details INSURANCE PREMIUMS 0 0 0 0 0 0 PROF. SERVICES/FEES 0 0 0 0 0 0 PUBLISHING 0 0 0 0 0 0 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 359 400 400 5,500 5,500 5,500 MATERIALS AND SUPPLIES t; 22,149 42,013 47,013 31,700 31,700 31,700 JOB PERFORMANCE EXPENSES 10,920 16,500 5,000 9,900 9,900 7,400 UTILITY EXPENDITURES 0 0 0 1,085 1,085 1,085 OTHER CURRENT EXPENSES 0 0 0 0 0 0 33,428 58,913 52,413 48,185 48,185 45,685 Capital FURNITURE/FIXTURES OTHER EQUIPMENT 0 0 0 O 11,929 0 0 0 O 0 0 0 0 O 11,929 0 0 0 62 Community Center Fund Special Revenue Fund, 238 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Community Center Fund was created by April 2014 vote, effective July 2014 though June 2024 (10 years). The Fund receives 25,0% of the new 1% sales tax increase, to be used for "construction of a community recreation center, including facilities for the Estes Park Senior Center". Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Sales Tax 650,766 686,900 675,900 696,200 696,200 696,200 Investment Income 6,368 7,732 7,732 500 500 500 Total Revenues $657,134 $694,632 $683,632 $696,700 $696,700 $696,700 Expenses Personnel Services Salaries 0 0 0 0 0 0 Benefits 0 0 0 0 0 0 Operations & Maintenance 1,499,522 694,632 683,632 696,700 696,700 696,700 Total Current Expenses 1,499,522 694,632 683,632 696,700 696,700 696,700 Capital 0 0 0 0 0 0 Total Expenses 1,499,522 694,632 683,632 696,700 696,700 696,700 Excess (deficiency) of revenues (842,388) 0 0 0 0 0 over expenditures Other financing sources (transfers in) 0 0 0 0 0 0 Other financing uses (transfers out) (104,737) 0 0 0 0 0 Increase (decrease) In Fund Balance (947,125) 0 0 0 0 0 Beginning Fund balance 947,125 0 0 0 0 0 TABOR Reserve 0 0 0 0 0 0 Ending Unreserved Fund balance $0 $0 $0 $0 $0 $0 Personnel Levels Public Works Civil Engineer II 0.20 0.20 0.20 0.20 0.20 0.20 Total 0.20 0.20 0.20 0.20 0.20 0.20 Operations & Maintenance Details INSURANCE PREMIUMS 0 0 0 0 0 0 PROF. SERVICES/FEES 0 0 0 0 0 0 PUBLISHING 0 0 0 0 0 0 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 0 0 0 0 0 0 MATERIALS AND SUPPLIES 0 0 0 0 0 0 JOB PERFORMANCE EXPENSES 0 0 0 0 0 0 UTILITY EXPENDITURES 0 0 0 0 0 0 OTHER CURRENT EXPENSES 0 0 0 0 0 0 SUBSIDIES, 1,499,522 694,632 683,632 696,700 696,700 696,700 1,499,522 694,632 683,632 696,700 696,700 696,700 Capital 0 0 0 0 0 0 63 Trails Expansion Fund Special Revenue Fund, 244 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Trails Expansion Fund was created by April 2014 vote, effective July 2014 though June 2024 (10 years). The Fund receives 12.5% of the new 1% sales tax increase for "the construction and expansion of public trails within the Estes Valley planning area." Sales Tax Intergovernmental Investment Income Total Revenues Expenses Personnel Services Salaries Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Excess (deficiency) of revenues over expenditures Actuals 2016 Budget 2017 Leadership Team Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2018 2018 2018 325,383 343,400 338,000 348,100 348,100 348,100 81,059 67,048 115,217 0 0 0 3,337 4,029 4,029 4,000 4,000 4,000 409,779 414,477 457,246 352,100 352,100 352,100 0 0 0 0 0 0 0 0 0 0 0 0 100 0 0 0 0 100 102,680 341,371 341,371 400,000 400,000 400,000 102,780 341,371 341,371 400,000 400,000 400,000 306,999 73,106 Other financing sources (transfers in) 0 Other financing uses (transfers out) , (52,369) Increase (decrease) in Fund Balance 254,630 Beginning Fund balance 449,199' TABOR Reserve Ending Unreserved Fund balance 115,875 (47,900) (47,900) (47,900) 0 0 0 0 (673,000) 0 0 0 73,106 (557,125) (47,900) (47,900) (47,900) 703,829 703,829 146,704 146,704 146,704 0 0 0 0 0 0 703,829 776,935 46,704 98,804 98,804 98,804 Personnel Levels Public Works Civil Engineer II 0 0 0 0 0 0 Total 0 0 0 0 0 0 Operations & Maintenance Details INSURANCE PREMIUMS ' 0 0 0 0 0 0 PROF. SERVICES/FEES 100 0 0 0 0 0 100 0 0 0 0 0 Capital WALKWAYS & BIKEWAYS 0 0 0 400,000 400,000 400,000 FED GRANT-FR TRAIL NEPA 102,680 341,371 341,371 0 0 0 102,680 341,371 341,371 400,000 400,000 400,000 64 Street Improvement Fund Special Revenue Fund, 260 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Street Fund was created by April 2014 vote, effective July 2014 though June 2024 (10 years). The Fund receives 60% of the new 1% sales tax increase for "the construction, repair, replacement, rehabilitation and renovations of streets within the Town of Estes Park." Sales Tax Intergovernmental Investment Income Other Total Revenues Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 1,561,839 1,648,500 1,633,400 1,670,900 1,670,900 1,670,900 0 0 0 0 0 0 30,492 27,028 27,028 15,000 15,000 15,000 14 30,330 30,330 0 0 0 $1,592,345 $1,705,858 $1,690,758 $1,685,900 $1,685,900 $1,685,900 Expenses Personnel Services Salaries 91,807 91,355 89,670 95,142 97,043 97,043 Benefits 39,563 38,589 46,699 51,702 52,109 52,109 131,370 129,944 136,369 146,844 149,152 149,152 Operations & Maintenance 1,006,641 1,061,409 1,061,359 931,869 931,196 931,196 Total Current Expenses 1,138,011 1,191,353 1,197,728 1,078,713 1,080,348 1,080,348 Capital 4,120,670 1,597,019 1,597,019 600,000 600,000 600,000 Total Expenses 5,258,681 2,788,372 2,794,747 1,678,713 1,680,348 1,680,348 Excess (deficiency) of revenues (3,666,336) (1,082,514) (1,103,989) 7,187 5,552 5,552 over expenditures Other financing sources (transfers in) General Fund Open Space Trail Expansion Fund Other financing uses (transfers out) General Fund Light & Power Fund Increase (decrease) in Fund Balance Beginning Fund balance RAMP/FLAP Reserve TABOR Reserve Ending Unreserved Fund balance 435,000 0 (211,205) (3 /,165) 0 0 0 0 0 0 0 0 430,000 0 0 0 673,000 0 0 0 0 0 0 0 0 0 0 0 (3,482,706) (1,082,514) 6,928,078 3,445,372 4,011,652 0 (989) 7,187 5,552 5,552 3,445,372 3,444,383 3,444,383 3,444,383 3,444, 381 3,444,381 3,444, 381 3,444,381 3,444,381 0 0 0 0 0 66,280) (5 1,081,57_3) $7,189 $5,554 $5,554 Personnel Levels Pavement Manager 1.00 1.00 1.00 1.00 1.00 1.00 Equipment Operators 0.75 0.75 0.75 0.75 0.75 0.75 Total 1.75 1.75 1.75 1.75 1.75 1.75 65 Street Improvement Fund Special Revenue Fund, 260 2018 Town Board Budget Document Workbook2.xlsx Operations & Maintenance Details INSURANCE PREMIUMS 0 829 829 PROF. SERVICES/FEES 829 156 156 34,109 70,000 70,000 70,000 70,000 70,000 PUBLISHING RENTALS 109 0 0 0 0 0 REPAIR AND MAINTENANCE 3,500 3,500 3,5000 0 0 MATERIALS AND SUPPLIES 968,895 982,080 982,030 856,040 856,040 856,040 JOB PERFORMANCE EXPENSES 28 0 0 0 0 0 0 5,000 5,000 5,000 UTILITY EXPENDITURES 0 0 0 5,000 5,000 OTHER CURRENT EXPENSES 0 0 0 SUBSIDIES 0 0 0 0 0 0 0 0 0 0 1,006,641 1,061,409 1,061,359 931,869 931,196 931,196 Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Capital NEW BUILDINGS 50,370 0 STREETS 4,070,300 1,029,748 FED GRANT-FR TRAIL NEPA 0 567,271 4,120,670 1,597,019 0 1,029,748 567,271 1,597,019 0 0 0 600,000 600,000 600,000 0 0 0 600,000 600,000 600,000 66 Light & Power Fund Enterprise Fund, #502 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES Light & Power provides reliable quality electric power to approximately 10,000 accounts, including Rocky Mountain National Park. All customers are served through two substations with electricity provided by Platte River Power Authority. Light & Power maintains over 300 miles of distribution lines & constructs infrastructure for new developments. Light & Power is also responsible for reading all electric meters, maintenance of all Town -owned street lights, and records management including billing information and federal reporting. The Town promotes energy efficiency and offers renewable energy to all of its customers. OPERATING REVENUES Charges for Services Miscellaneous Revenue Total Operating Revenues Actuals 2016 Leadership Team Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2017 2018 2018 2018 14,190,726 15,100, 714 15,100,714 15,928,730 15,928,730 15,928,730 84,613 387,450 387,450 282,980 282,980 282,980 14,275,339 15,488,164 15,488,164 16,211,710 16,211,710 16, 211,710 OPERATING EXPENSES Source of Supply 7,161,617 7,393,960 7,393,960 7,544,166 7,544,166 7,544,166 Distribution Personnel 1,589,087 2,188,772 1,967,082 2,205,486 2,240,574 2,240,574 Operations & Maintenance 1,377,482 1,780,769 1,693,269 1,462,829 1,438,952 1,438,952 Customer Accounts Personnel 258,998 316,969 324,066 370,744 375,768 375,768 Operations & Maintenance 104,051 139,390 133,890 123,928 124,121 124,121 Administration/General Personnel 661,003 735,764 705,635 759,868 772,988 772,988 Operations & Maintenance 1,747,481 1,849,235 1,733,235 1,833,550 1,861,009 1,861,009 Total Operating Expenses 12,899,719 14,404,859 13,951,137 14,300,571 14,357,578 14,357,578 Operating income NON OPERATING REVENUES (EXPENSES) 0 0 Intergovernmental Revenue 422,916 1,606,424 1,134,982 0 Investment Income 78,448 69,661 69,661 68,000 68,000 68,000 Interest expense/Debt service payments (449,106) (448,062) (448,062) (446,632)0 (446,632)0 (446,6320 Loss on Sale of Assets (91,430) 0 0 Total non -operating revenues (expenses) (39,172) 1,228,023 756,581 (378,632) (378,632) (378,632) 1,375,620 1,083,305 1,537,027 1,911,139 1,854,132 1,854,132 Net income before capital contributions and transfers 1,336,448 2,311,328 2,293,608 1,532,507 1,475,500 1,475,500 CAPITAL CONTRIBUTIONS AND TRANSFERS Capital (1,677,921) (3,396,137) (3,094,585) (1,895,000) (1,895,000) (1,895,000) Transfers In 711,942 345,462 345,462 0 Transfers Out (1,391,740) (1,646,929) (1,646,929) (1,731,233) (1,731,233) (1,731,233) (1,021,271) (2,386,276) (2,102,444) (2,093,726) (2,150,733) (2,150,733) 9,351,512 8,330,241 8,330,241 6,227,797 6,227,797 6,227,797 8,330,241 5,943,965 6,227,797 4,134,071 4,077,064 4,077,064 Change in Net Position NET POSITION, Beginning* NET POSITION, Ending* Fund availability is calculated as "unrestricted current assets less inventories less current liabilities", (source: audited financial statements, page 8 for the fiscal year ended Dec. 31, 2016). Amounts for 2016 ending fund balance are: current assets ($11,216,529), less restricted cash and invest (0), less inventories ($841,289), less current liabilities ($2,044,999), for an available ending fund balance of $8,330,241. 67 Light & Power Fund Details Enterprise Fund, #502 2018 Town Board Budget Document Workbook2.xlsx 68 Light and Power Fund Enterprise Fund, #502 2018 Town Board Budget Document Workbook2.xisx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Operations and Maintenance Distribution INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES OTHER CURRENT EXPENSES SUBSIDIES Customer Accounts INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES OTHER CURRENT EXPENSES SUBSIDIES Administration INSURANCE PREMIUMS 38,328 5,597 5,597 5,597 33,056 33,056 PROF. SERVICES/FEES 280,401 339,621 249,621 327,007 327,007 327,007 PUBLISHING 496 3,500 3,500 10,000 10,000 10,000 RENTALS 85,915 85,889 85,889 85,889 85,889 85,889 REPAIR AND MAINTENANCE 643,623 602,454 602,454 611,363 561,363 561,363 MATERIALS AND SUPPLIES 312,940 377,300 351,300 389,000 439,000 439,000 JOB PERFORMANCE EXPENSES 64,100 87,000 87,000 33,000 33,000 33,000 UTILITY EXPENDITURES 62,463 72,000 72,000 80,000 80,000 80,000 OTHER CURRENT EXPENSES 259,215 275,874 275,874 291,694 291,694 291,694 SUBSIDIES 0 0 0 0 0 0 1,747,481 1,849, 235 1,733, 235 1,833,550 1,861,009 1,861,009 12,653 37,419 37,419 37,419 13,542 13,542 199,768 435,000 259,000 299,000 299,000 ; 299,000 O 0 0 0 0 0 2,400 2,400 2,400 2,400 2{400 2,400 708,158 994,500 982,000 875,000 875,000` 875,000 403,258 261,450 357,450 125,950 125,950 125,950 51,245 50,000 55,000 123,060 123,060 123,060 O 0 0 0 0 0 O 0 0 0 0 0 O 0 0 0 0 0 1,377,482 1,780,769 1,693, 269 1,462,829 1,438,952 1,438,952 3,441 1,073 1,073 1,073 1,266 1,266 17,206 973 973 6,500 6,500 6,500 O 0 0 0 0 0 5,619 5,705 5,705 5,705 5,705 5,705 6,367 8,151 8,151 8,750 8,750 8,750 51,672 77,373 71,873 65,850 65,850 65,850 3,960 26,115 26,115 16,050 16,050 16,050 O 0 0 0 0 0 15,786 20,000 20,000 20,000 20,000 20,000 O 0 0 0 0 0 104,051 139,390 133,890 123,928 124,121 124,121 Transfers GENERAL 1,391,740 1,646,929 1,646,929 1,731,233 1,731,233 1,731,233 COMMUNITY REINVESTMENT 0 0 0 0 0 0 1,391,740 1,646,929 1,646, 929 1,731, 233 1,731, 233 1,731,233 Debt Service PRINCIPAL ON BONDS INTEREST ON BONDS 285,000 295,000 295,000 305,000 305,000 305,000 164,106 153,062 153,062 141,632 141,632 141,632 449,106 448,062 448,062 446,632 446,632 446,632 69 Light and Power Fund Enterprise Fund, #502 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget 2016 2017 2017 2018 2018 2018 Capital BUILDING REMODELING STATION EQUIPMENT FURNITURE/FIXTURES OFFICE EQUIPMENT DATA PROCESSING EQUIPMENT METERS TRANSFORMERS COMMUNICATION EQUIPMENT LABORATORY EQUIPMENT SHOP EQUIPMENT STORES EQUIPMENT TOOLS OTHER EQUIPMENT TRUCKS OTHER MACHINERY/EQUIPMENT STREET LIGHTS POLES/TOWERS/FIXTURES OVERHEAD LINES UNDERGROUND CONDUCTORS CUSTOMER SERVICE LINES UT SYSTEM MASTER PLAN FIBER OPTIC INSTALL SOFTWARE DEVELOPMENT 120,365 0 0 0 0 0 O 0 0 0 0 0 O 0 0 0 0 0 O 7,000 0 0 0 0 12,895 25,000 25,000 0 0 0 O 0 0 515,000 515,000 515,000 67,455 112,052 140,000 150,000 150,000 150,000 0 25,000 25,000 10,000 10,0Q0 ' 10,000 O 0 0 0 0 0 O 0 0 0 0 0 O 0 0 0 0 0 28,080 10,000 14,000 20,000 20,000 20,000 39,815 50,000 67,000 100,000 100,000 100,000 0 0 0 0 0 0 0 0 0 0 0 0 77,983 135,496 10,496 50,000 50,000 50,000 O 0 0 0 0 0 215,371 200,000 250,000 525,000 525,000 525,000 712,259 1,130,873 862,373 125,000 125,000 125,000 O 0 0 150,000 150,000 150,000 O 0 0 0 0 0 403,698 1,624,689 1,624,689 250,000 250,000 250,000 O 76,027 76,027 0 0 0 1,677,921 3,396,137 3,094,585 1,895,000 1,895,000 1,895,000 70 Town of Estes Park Detail budget information Light and Power Distribution 502-6301-540 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 2,172 26,723 26,723 26,723 0 0 21-01 PROPERTY 9,831 10,696 10,696 10,696 13,542 13,542 21-02 LIABILITY 650 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 12,653 37,419 37,419 37,419 13,542 13,542 40,828 50,000 35,000 50,000 50,000 50,000 22-02 ENGINEERING 0 30,000 10,000 10,000 10,000 10,000 22-13 CONTRACT/SKILLED SERVICES 6,036 4,000 4,000 4,000 4,000 4,000 22-14 LAB TESTING 146,442 325,000 180,000 200,000 200,000 200,000 22-24 GIS 88 10,000 25,000 25,000 25,000 25,000 22-26 INSURANCE CLAIMS 981 13,000 2,000 3,000 3,000 3,000 22-30 LAND USE FEES 5,393 3,000 3,000 7,000 7,000 7,000 22-98 OTHER Prof, services/fees 199,768 435,000 259,000 299,000 299,000 299,000 Rentals 2,400 2,400 2,400 2,400 2,400 2,400 24-02 REAL PROPERTY 975 35,000 35,000 35,000 35,000 35,000 25-01 MAINTENANCE CONTRACTS 2,614 2,500 10,000 10,000 10,000 10,000 25-02 BUILDINGS 2,137 2,500 2,500 3,500 3,500 3500 25-05 MACHINERY/TOOLS 0 0 0 0 0 0 25-06 METERS 0 5,000 0 10,000 10,000 10,000 25-07 TRANSFORMER 0 3,000 0 0 0 0 25-08 LABORATORY 0 0 0 0 0 0 25-09 VEHICLE REPAIRS -FLEET SHP 0 15,000 3,000 15,000 15,000 15,000 25-30 STREET LIGHTS 45,379 160,000 160,000 150,000 150,000 150,000 25-31 SUBSTATION 526,789 550,000 550,000 600,000 600,000 600,000 25-32 OVERHEAD 130,264 220,000 220,000 50,000 50,000 50,000 25-33 UNDERGROUND 0 0 0 0 0 0 25-34 CUSTOMER SERVICE LINES 0 1,500 1,500 1,500 1,500 1,500 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 708,158 994,500 982,000 875,000 875,000 875,000 405 700 700 700 700 700 26-01 OFFICE SUPPLIES 0 1,000 1,000 1,000 1,000 1,000 26-04 FREIGHT/SHIPPING 366 750 750 750 750 750 26-05 JANITORIAL 17,954 17,000 13,000 34,000 34,000 34,000 26-06 SMALL TOOLS 1,570 5,000 5,000 5,000 5,000 5,000 26-07 SMALL HARDWARE 75 0 0 2,000 2,000 2,000 26-19 TRAFFIC CONTROL 1,828 2,000 2,000 2,500 2,500 2,500 26-20 ELECTRICAL 0 0 0 10,000 10,000 10,000 26-33 DATA PROCESSING EQUIPMENT 350,859 200,000 300,000 35,000 35,000 35,000 26-34 METER 0 0 0 0 0 0 26-39 FUEL & OIL 1,399 5,000 5,000 5,000 5,000 5,000 26-48 SHOP EQUIPMENT 34,289 30,000 30,000 30,000 30,000 30,000 26-55 STREET LIGHTS 0 0 0 0 0 0 26-57 OVERHEAD LINES -5,487 0 0 0 0 0 29-90 SHORT/OVER INVENTORY ACCT Materials and supplies 403,258 261,450 357,450 125,950 125,950 125,950 51,245 50,000 55,000 65,000 65,000 65,000 27-01 PERSONAL SAFETY EQUIPMENT 0 0 0 58,060 58,060 58,060 27-04 VEHICLE ALLOWANCE 0 0 0 0 0 0 27-05 EMPLOYEE RECOGNITION 0 0 0 0 0 0 27-06 MILEAGE REIMBURSEMENT Job Performance Expenses 51,245 50,000 55,000 123,060 123,060 123,060 Total Operations & Maintenance costs 1,377,482 1,780,769 1,693,269 1,462,829 1,438,952 1,438,952 71 Town of Estes Park Detail budget information Light and Power Customer Accounts 502-6401-550 Account Name Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account 2016 2017 2017 2018 2018 2018 Number Detail Insurance Premiums Prof. services/fees Rentals/leases Repair and Maintenance Materials and supplies Job Performance Expenses Other Current Expenses Total Operations & Maintenance costs 0 3,441 0 0 1,073 0 0 1,073 0 0 1,073 0 0 1,266 0 0 1,266 0 3,441 912 0 16,294 1,073 0 0 973 1,073 0 0 973 1,073 500 5,000 1,000 1,266 500 5,000 1,000 1,266 500 5,000 1,000 17,206 1,114 4,505 973 1,200 4,505 973 1,200 4,505 6,500 1,200 4,505 6,500 1,200 4,505 6,500 1,200 4,505 5,619 6,367 0 0 5,705 7,651 0 500 5,705 7,651 0 500 5,705 8,250 0 500 5,705 8,250 0 500 5,705 8,250 0 500 6,367 8,704 35,762 5,277 1,606 52 0 0 271 0 0 8,151 11,000 36,000 8,000 1,600 1,300 7,500 3,973 2,500 5,500 0 8,151 11,000 36,000 8,000 1,600 1,300 2,000 3,973 2,500 5,500 0 8,750 11,000 37,000 8,000 1,800 1,300 1,000 1,75Q 2,000 2000 0 8,750 11,000 37,000 8,000 1,800 1,300 1,000 1,750 2,000 2,000 0 8,750 11,000 37,000 8,000 1,800 1,300 1,000 1,750 2,000 2,000 0 51,672 3,765 195 0 0 77,373 25,620 195 0 300 71,873 25,620 195 0 300 65,850 15,000 500 250 300 65,850 15,000 500 250 300 65,850 15,000 500 250 300 3,960 15,786 26,115 20,000 26,115 20,000 16,050 20,000 16,050 20,000 16,050 20,000 104,051 139,390 133,890 123,928 124,121 124,121 21-01 21-02 21-50 22-10 22-13 22-98 24-01 24-03 25-01 25-02 25-98 26-01 26-02 26-03 26-04 26-17 26-23 26-32 26-33 26-42 26-46 27-04 27-05 27-06 27-07 29-07 PROPERTY LIABILITY UNEMPLOYMENT CONTRACT/SKILLED SERVICES OTHER EQUIPMENT LEASE MAINTENANCE CONTRACTS FURNITURE/FIXTURES OTHER EQUIPMENT/MACHINERY OFFICE SUPPLIES POSTAGE PRINTING/FORMS FREIGHT/SHIPPING CATERING/SPEC CIRCUMSTANC FURNITURE/FIXTURES DATA PROCESSING SOFTWARE DATA PROCESSING OFFICE EQUIPMENT COMMUNICATION EQUIPMENT EDUCATION/TRAINING MEMBER DUES/SUBSCRIPTIONS EMPLOYEE RECOGNITION MILEAGE REIMBURSEMENT UNCOLLECTIBLE ACCOUNTS 72 Town of Estes Park Detail budget information Light and Power Administration/General 502-6501-560 Actuals Account Name 2016 Leadership Team Suggested Proposed Budget Est Actuals Base Budget Budget Budget Account 2017 2017 2018 2018 2018 Number Detail 35,249 0 0 0 25,906 25,906 21-01 PROPERTY 3,079 5,597 5,597 5,597 7,150 7,150 21-02 LIABILITY Insurance Premiums 38,328 5,597 5,597 5,597 33,056 33,056 19,180 20,000 20,000 22,500 22,500 22,500 22-01 AUDITING 21,608 100,000 30,000 30,000 30,000 30,000 22-02 ENGINEERING 1,093 0 0 2,000 2,000 2,000 22-06 MEDICAL 16 250 250 250 250 250 22-07 RECORDING FEES 20,988 15,000 15,000 25,000 25,000 25,000 22-08 LEGAL 93,034 87,371 87,371 109,757 109,757 109,757 22-09 INFO TECHNOLOGY SERVICES 2,127 2,000 2,000 2,500 2,500 2,500 22-10 BANK SERVICE 327 20,000 20,000 40,000 40,000 40,000 22-24 GIS 0 0 0 0 0 0 22-33 DATA PROCESSING 0 0 0 35,000 35,000 35,000 `': 22-89 UTILITY FINANCIAL STUDIES 122,028 95,000 75,000 60,000 60,000 60,000 `' 22-98 OTHER Prof. services/fees 280,401 339,621 249,621 327,007 327,007 327,007 Publication Fees 496 3,500 3,500 10,000 10,000 10,000 23-01 PUBLICATION FEES 0 0 0 0 0 0 24-01 EQUIPMENT 85,915 85,889 85,889 85,889 85,889 85,889 24-02 REAL PROPERTY 0 0 0 0 0 0 24-03 LEASE Rentals 85,915 85,889 85,889 85,889 85,889 85,889 43,767 67,674 67,674 94,155 94,155 94,155 25-01 MAINTENANCE CONTRACTS 116 2,000 2,000 2,000 2,000 2,000 25-02 BUILDINGS 0 1,000 1,000 1,000 1,000 1,000 25-03 FURNITURE/FIXTURES 260,605 180,000 180,000 50,000 50,000 50,000 25-04 VEHICLE EQUIPMENT 0 500 500 500 500 500 25-05 MACHINERY/TOOLS 0 0 0 150,000 100,000 100,000 25-09 VEHICLE REPAIRS -FLEET SHP 339,135 350,780 350,780 313,208 313,208 313,208 25-44 FUTURE VEHICLE PURCHASE 0 500 500 500 500 500 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 643,623 602,454 602,454 611,363 561,363 561,363 18,424 15,000 15,000 20,000 20,000 20,000 26-01 OFFICE SUPPLIES 3,119 5,000 5,000 5,000 5,000 5,000 26-02 POSTAGE 55 2,000 2,000 2,000 2,000 2,000 26-03 PRINTING/FORMS 731 500 500 500 500 500 26-06 MACHINERY/TOOLS 2,621 ;' 2,500 2,500 2,500 2,500 2,500 26-13 MEDICAL 0 0 0 0 0 0 26-14 LABORATORY 119,824 135,000 135,000 145,000 145,000 145,000 26-15 EXHIBIT/DISPLAY 3,860 4,000 4,000 4,000 4,000 4,000 26-17 CATERING/SPEC CIRCUMSTANC 7,096 ,a 15,000 2,000 5,000 5,000 5,000 26-23 FURNITURE/FIXTURES 126,421 150,000 150,000 150,000 150,000 150,000 26-25 ENERGY EFFICIENCY 2,436 8,300 8,300 20,000 20,000 20,000 26-32 DATA PROCESSING SOFTWARE 11,357 10,000 10,000 10,000 10,000 10,000 26-33 DATA PROCESSING EQUIPMENT 0 0 0 0 50,000 50,000 26-39 FUEL & OIL 2,372 10,000 2,000 5,000 5,000 5,000 26-42 OFFICE EQUIPMENT 1,754 5,000 5,000 5,000 5,000 5,000 26-43 HEAVY EQUIPMENT 12,870 15,000 10,000 15,000 15,000 15,000 26-46 COMMUNICATION EQUIPMENT Materials and supplies 312,940 377,300 351,300 389,000 439,000 439,000 1,345 5,000 5,000 5,000 5,000 5,000 27-02 UNIFORM ALLOWANCE 0 0 0 0 0 0 27-03 VEHICLE ALLOWANCE 50,236 65,000 65,000 10,000 10,000 10,000 27-04 EDUCATION/TRAINING 10,743 12,000 12,000 12,000 12,000 12,000 27-05 MEMBER DUES/SUBSCRIPTIONS 1,667 3,000 3,000 3,500 3,500 3,500 27-06 EMPLOYEE RECOGNITION 46 500 500 500 500 500 27-07 MILEAGE REIMBURSEMENT 63 1,500 1,500 2,000 2,000 2,000 27-10 MEAL REIMBURSEMENT-EMERG. Job Performance Expenses 64,100 87,000 87,000 33,000 33,000 33,000 73 Town of Estes Park Detail budget information Light and Power Administration/General 502-6501-560 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 6,023 10,000 10,000 10,000 10,000 10,000 28-01 TELEPHONE 4,660 7,500 7,500 7,500 7,500 7,500 28-02 NATURAL GAS 38,668 40,000 40,000 45,000 45,000 45,000 28-03 ELECTRICAL ENERGY 3,023 3,000 3,000 3,000 3,000 3,000 28-04 WATER 0 2,500 2,500 2,500 2,500 2,500 28-05 SEWER 10,089 9,000 9,000 12,000 12,000 12,000 28-06 TRASH DISPOSAL Utility Expenditures 62,463 72,000 72,000 80,000 80,000 80,000 674 1,000 1,000 1,000 1,000 1,000 29-06 INTEREST ON DEPOSITS 7,861 8,556 8,556 8,971 8,971 8,971 29-08 PAYMENT IN LIEU OF TAXES 13,611 13,500 13,500 15,000 15,000 15,000 29-09 PUC GROSS RECEIPT TAXES 237,069 252,818 252,818 266,723 266,723 266,723 29-10 FRANCHISE FEES Other Current Expenses 259,215 275,874 275,874 291,694 291,694 291,694 0 0 0 0 0 0 91-28 SUBSIDIES Subsidies 0 0 0 0 0 0 Total Operations & Maintenance costs 1,747,481 1,849,235 1,733,235 1,833,550 1,861,009 1,861,009 74 Town of Estes Park Detail budget information Light and Power Capital 502-7001-580 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 120,365 0 0 0 0 0 32-22 BUILDING REMODELING 0 0 0 0 0 0 33-30 STATION EQUIPMENT 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 7,000 0 0 0 0 33-32 OFFICE EQUIPMENT 12,895 25,000 25,000 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 515,000 515,000 515,000 33-34 METERS 67,455 112,052 140,000 150,000 150,000 150,000 33-35 TRANSFORMERS 0 25,000 25,000 10,000 10,000 10,000 33-36 COMMUNICATION EQUIPMENT 0 0 0 0 0 0 33-37 LABORATORY EQUIPMENT 0 0 0 0 0 0 33-38 SHOP EQUIPMENT 0 0 0 0 0 0 33-39 STORES EQUIPMENT 28,080 10,000 14,000 20,000 20,000 20,000 33-41 TOOLS 39,815 50,000 67,000 100,000 100,000 100,000 33-98 OTHER EQUIPMENT 0 0 0 0 0 0 34-42 TRUCKS 0 0 0 0 0 0 34-98 OTHER MACHINERY/EQUIPMENT 77,983 135,496 10,496 50,000 50,000 50,000 35-55 STREET LIGHTS 0 0 0 0 0 0 35-56 POLES/TOWERS/FIXTURES 215,371 200,000 250,000 525,000 525,000 525,000 35-57 OVERHEAD LINES 712,259 1,130,873 862,373 125,000 125,000 125,000 35-58 UNDERGROUND CONDUCTORS 0 0 0 150,000 150,000 150,000 35-59 CUSTOMER SERVICE LINES 0 0 0 0 0 0 35-62 UT SYSTEM MASTER PLAN 403,698 1,624,689 1,624,689 250,000 250,000 250,000 35-66 FIBER OPTIC INSTALL 0 76,027 76,027 0 0 0 37-01 SOFTWARE DEVELOPMENT Capital 1,677,921 3,396,137 3,094,585 1,895,000 1,895,000 1,895,000 75 Water Fund Enterprise Fund, #503 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES The Water Department treats and delivers over 500 million gallons of clean drinking water per year. The Water Department is responsible for resource management of water which includes watershed management, demand forecasting, augmentation planning, treating and distributing water for public use. The Water Department administers the backflow prevention program and maintains all fire hydrants and water meters. The Water Department meets all regulatory reporting requirements of the Colorado Deportment of Public Health and Envrionment (CDPH&E), EPA and the State River Commissioner. Water Department personnel are required to be state certified and licensed as Class A plant operators, Class 2 distribution system operators and certified backflow prevention technicians. Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 OPERATING REVENUES Charges for Services Other Total Operating Revenues OPERATING EXPENSES Source of Supply Purification Personnel Operations & Maintenance Distribution Personnel Operations & Maintenance Customer Accounts Personnel Operations & Maintenance Administration/General Personnel Operations & Maintenance Total Operating Expenses Operating Income (loss) NON OPERATING REVENUES (EXPENSES) Intergovernmental Revenue Investment Income Interest expense/Debt service payments Loss on Sale of Assets Revenue Bond Proceeds 4,458,412 4,717,694 90,143 40,208 4,717,694 5,095,110 5,095,110 5,095,110 40,208 40,208 40,208 40,208 4,548,555 4,757,902 4,757,902 5,135,318, 5,135,318 5,135,318 156,119 191,941 191,941 202,274 202,274 202,274 277,912 412,671 392,055 449 373 455,781 455,781 447,586 621,234 621,234 722,362 722,838 722,838 863,975 569,602 1,142,052 735,648 932,603 735,648 92,878 129,370 116,417 138,591 142,544 144,926 224,137 391,277 219,3.94 413,605.- s'=, 991,134 616,213 134,350 150,988 206,022 219,474 413,605 443,749 1,005,901 1,005,901 618,402 618,402 211,378 270,605 151,186 151,186 223,284 223,283 444,126 444,126 3,162,077 4,008,459 3,754,451 3,929,917 4,035,170 4,094,396 1,386,478 749,443 1,003,451 1,205,401 1,100,148 1,040,922 (45,130) 829,000 557,995 0 0 0 34,844 31,741 31,741 32,852 32,852 32,852 (406,794).. (403,154) (403,154) (404,159) (404,159) (404,159) 0 0 0 0 0 0 ,0 658,000 658,000 0 0 0 Total non -operating revenues (expenses) (417,080) 1,115,587 844,582 (371,307) (371,307) (371,307) Net income before capital contributions and 969,398 1,865,030 transfers 1,848,033 834,094 728,841 669,615 CAPITAL CONTRIBUTIONS AND TRANSFERS Capital (327,771) (2,258,142) (2,568,142) (2,456,061) (2,456,061) (2,456,061) Tap Fee 610,663 430,807 430,807 428,578 428,578 428,578 Transfers in (General Fund) 0 0 0 0 0 0 Transfers Out (56,261) (121,820) (121,820) (144,701) (144,701) (144,701) CHANGE IN AVAILABLE FUNDS NET POSITION , Beginning NET POSITION, Ending 1,196,029 (84,125) (411,122) (1,338,090) (1,443,343) (1,502,569) 4,317,514 5,513,543 5,513,543 5,102,421 5,102,421 5,102,421 5,513,543 5,429,418 5.102.421 3.764.33 3,659,078 3,599,852 Fund availability is calculated as "current assets less restricted cash and investments, less inventories, less current liabilities", (source: audited financial statements, page 8 for the fiscal year ended Dec. 31, 2016). Amounts for 2016 ending fund balance are: current assets ($7,576,768), less restricted cash and investments ($1,210,218), less inventories ($158,261) less current liabilities ($694,746) , for an available ending fund balance of $5,513,543. 76 Water Fund Details Enterprise Fund, #503 2018 Town Board Budget Document Workbook2.xlsx 77 Water Fund Details Enterprise Fund, #503 2018 Town Board Budget Document Workbook2.xlsx 78 Water Fund Enterprise Fund, #503 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Actuals Budget Est Actuals Base Budget Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Operations and Maintenance Purification INSURANCE PREMIUMS 1,966 2,386 2,386 2,386 2,862 2,862 PROF. SERVICES/FEES 20,860 34,970 34,970 43,228 43,228 43,228 PUBLISHING 0 2,000 2,000 2,000 2,000 2,000 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 55,635 69,750 69,750 268,850 268,850 268,850 MATERIALS AND SUPPLIES 267,678 366,702 366,702 253,200 253,200 253,200 JOB PERFORMANCE EXPENSES 0 0 0 0 0 0 UTILITY EXPENDITURES 101,447 145,426 145,426 152,698 152,698 152,698 OTHER CURRENT EXPENSES 0 0 0 0 0 0 SUBSIDIES 0 0 0 0 0 0 Distribution INSURANCE PREMIUMS PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES OTHER CURRENT EXPENSES SUBSIDIES Customer Accounts INSURANCE PREMIUMS 737 556 556 556 754 754 PROF. SERVICES/FEES 43,481 34,215 36,597 39,432 39,432 39,432 PUBLISHING 0 0 0 0 0 0 RENTALS 0 0 0 0 0 0 REPAIR AND MAINTENANCE 0 0 0 0 0 0 MATERIALS AND SUPPLIES 93,956 104,773 104,773 105,500 105,500 105,500 JOB PERFORMANCE EXPENSES 0 0 0 2,500 2,500 2,500 UTILITY EXPENDITURES 0 0 0 0 0 0 OTHER CURRENT EXPENSES 417 3,000 3,000 3,000 3,000 3,000 SUBSIDIES 0 0 0 0 0 0 447,586 621,234 621,234 722,362 722,838 722,838 7,772 6,316 6,316 6,316 8,505 8,505 108,830 259,278 259,278 92,575 92,575 92,575 0 0 0 0 0 0 16,699 17,114 17,114 10,199 10,199 10,199 380,967 327,101 327,101 349,746 337,246 337,246 19,303 74,500 74,500 : 100,950 113,450 113,450 3,478 7,600 7,600 10,500 10,500 10,500 31,972 43,739 43,739 45,927 45,927 45,927 581 0 0 0 0 0 O 0 0 0 0 0 569,602 735,648 735,648 616,213 618,402 618,402 Administration INSURANCE PREMIUMS -' PROF. SERVICES/FEES PUBLISHING RENTALS REPAIR AND MAINTENANCE MATERIALS AND SUPPLIES JOB PERFORMANCE EXPENSES UTILITY EXPENDITURES OTHER CURRENT EXPENSES SUBSIDIES 138,591 142,544 144,926 150,988 151,186 151,186 30,049 24,411 24,411 24,411 24,788 24,788 126,425 145,417 145,417 154,480 154,480 154,480 763 50 50 750 750 750 45,628 48,401 48,401 45,201 45,201 45,201 16,374 23,818 23,818 27,650 27,650 27,650 4,914 7,500 7,500 8,300 8,300 8,300 64,889 60,000 60,000 71,800 71,800 71,800 O 65 65 0 0 0 102,235 103,943 103,943 111,157 111,157 111,157 O 0 0 0 0 0 391,277 413,605 413,605 443,749 444,126 444,126 79 Water Fund Enterprise Fund, #503 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Actuals Budget Est Actuals Base Budget Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Transfers GENERAL 56,261 121,820 121,820 144,701 144,701 144,701 COMMUNITY REINVESTMENT 0 0 0 0 0 0 MEDICAL INSURANCE 0 0 0 0 0 0 VEHICLE REPLACEMENT 0 0 0 0 0 0 56,261 121,820 121,820 144,701 144,701 ;, 144,701 Debt Service BANK SERVICE 0 0 0 68,680 68,680 68,680 AMORTIZATION EXP/BOND ISS 0 0 0 0 0 0 PRINCIPAL ON BONDS 278,126 278,127 278,127 283,802 283,802 283,802 INTEREST ON BONDS 128,668 125,027 125,027 51,677 51,677 51,677 406,794 403,154 403,154 404,159 404,159 404,159 Capital LAND BUILDING REMODELING STATION EQUIPMENT FURNITURE/FIXTURES OFFICE EQUIPMENT DATA PROCESSING EQUIPMENT METERS COMMUNICATION EQUIPMENT LABORATORY EQUIPMENT SHOP EQUIPMENT PURIFICATION EQUIPMENT TOOLS HYDRANTS OTHER EQUIPMENT TRUCKS OTHER MACHINERY/EQUIPMENT WATER SYSTEM UT SYSTEM MASTER PLAN SOFTWARE DEVELOPMENT WATER RIGHTS 0 0 0 0 0 5,624 0 0 0 0 26,325 9,665 0 0 0 0 286,157 ;. 0 0 O 0 170,000 170,000 170,000 215,000 215,000 145,000 145,000 145,000 O 0 0 0 0 O 0 0 0 0 O 0 0 0 0 O 0+. 0 0 0 O 0 0 0 0 117,990 117,990 0 0 0 5,500 , 5,500 0 0 0 O 0 0 0 0 29,000 29,000 33,000 33,000 33,000 O 0 80,000 80,000 80,000 0 0 0 0 O 0 35,000 35,000 35,000 29,000 129,000 162,000 162,000 162,000 O 0 0 0 0 1,745,770 2,055,770 1,787,061 1,787,061 1,787„061 15,882 15,882 0 0 0 O 0 0 0 0 O 0 44,000 44,000 44,000 327,771 2,258,142 2,568,142 2,456,061 2,456,061 2,456,061 80 Town of Estes Park Detail budget information Water Purification 503-6200-530 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 0 0 0 0 0 0 21-01 PROPERTY 1,966 2,386 2,386 2,386 2,862 2,862 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 1,966 2,386 2,386 2,386 2,862 2,862 20,221 34,970 34,970 43,228 43,228 43,228 22-14 LAB TESTING 0 0 0 0 0 0 22-26 INSURANCE CLAIMS 639 0 0 0 0 0 22-98 OTHER Prof. services/fees 20,860 34,970 34,970 43,228 43,228 43,228 Publishing 0 2,000 2,000 2,000 2,000 2,000 23-01 PUBLICATION FEES 22,089 37,000 37,000 105,500 105,500 105,500 25-02 BUILDINGS 213 150 150 150 150 150 25-05 i MACHINERY/TOOLS 1,880 7,100 7,100 17,200 17,200 17,200 25-08 LABORATORY 0 0 0 0 0 0 25-09 " VEHICLE REPAIRS -FLEET SHP 0 0 0 100,000 100,000 100,000 25-15 GASB 62 MEMBRANE PURCHASE 2,989 1,500 1,500 1,000 1,000 1,000 25-23' PUMP 4,260 6,000 6,000 1,000 1,000 1,000 25-26 STORAGE TANK 24,204 18,000 18,000 44,000 44,000 44,000 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 55,635 69,750 69,750 268,850 268,850 r:268,850 6 500 500 700 700 ;, 700 26-01 OFFICE SUPPLIES 0 1,000 1,000 200 200 200 26-02 POSTAGE 150 650 650 300 300 300 26-03 PRINTING/FORMS 0 300 300 1,000 1,000 1,000 26-04 FREIGHT/SHIPPING 0 300 300 400 400 400 26-05 JANITORIAL 5,861 3,650 3,650 1,000 ,1;000 1,000 26-06 SMALL TOOLS 4,699 3,300 3,300 3,500 3,500 3,500 26-07 SMALL HARDWARE 80,755 130,000 130,000 130,000 130,000 130,000 26-09 CHEMICAL 25,068 31,002 31,002 28,600 28,600 28,600 26-14 LABORATORY 0 30,000 30,000 N30,000 30,000 30,000 26-34 METER 0 0 0 -`%0 0 0 26-39 FUEL&OIL 151,139 160,000 160,000 53,500 53,500 53,500 26-40 PURIFICATION EQUIPMENT 0 6,000 6,000 -. 4,000 4,000 4,000 26-95 OTHER EQUIPMENT Materials and supplies 267,678 366,702 366,702 253,200 253,200 253,200 2,519 6,951 6,951 7,299 7,299 7,299 28-01 TELEPHONE 1,596 13,792 13,792 14,482 14,482 14,482 28-02 NATURAL GAS 60,557 71,282 71,282 74,846 74,846 74,846 28-03 ELECTRICAL ENERGY 0 0 0 0 0 0 28-04 WATER 32,691 -, 46,565 46,565 48,893 48,893 48,893 28-05 SEWER 4,084 -= 6,836 6,836 7,178 7,178 7,178 28-11 PROPANE GAS Utility Expenditures 101,447 145,426 145,426 152,698 152,698 152,698 Total Operations & Maintenance costs 447,586 621,234 621,234 722,362 722,838 722,838 87 Town of Estes Park Detail budget information Water Distribution 503-6300-540 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail Insurance Premiums Prof. services/fees Rentals Repair and Maintenance Materials and supplies Job Performance Utility Expenditures Other Current Expenditures Total Operations & Maintenance costs 2,094 5,678 0 1,205 5,111 0 1,205 5,111 0 1,205 5,111 0 1,654 6,851 0 1,654 6,851 0 21-01 21-02 21-50 22-02 22-24 22-26 22-98 24-02 24 03 . 25-01' .25 02 25-04 25-05 25-06 25-09 25-21 25-22 25-23 25-34 25-44 25-98 26-01 26-04 26-05 26-06 , 26-07 26-08 26-13 26-17 26-23 26-25 26-32 26-33 26-34 26-39 26-42 26-46 26-48 26-95 29-90 27-01 28-01 28-02 28-03 28-04 28-06 29-25 PROPERTY LIABILITY UNEMPLOYMENT ENGINEERING 015 INSURANCE CLAIMS OTHER REAL PROPERTY LEASE MAINTENANCE CONTRACTS BUILDINGS VEHICLE EQUIPMENT MACHINERY/TOOLS METERS VEHICLE REPAIRS -FLEET SHP WATER SYSTEM WATER HYDRANT PUMP CUSTOMER SERVICE LINES FUTURE VEHICLE PURCHASE OTHER EQUIPMENT/MACHINERY OFFICE SUPPLIES FREIGHT/SHIPPING JANITORIAL SMALL TOOLS SMALL HARDWARE LUMBER/PAINT MEDICAL CATERING/SPEC CIRCUMSTANC FURNITURE/FIXTURES ENERGY EFFICIENCY DATA PROCESSING SOFTWARE DATA PROCESSING EQUIPMENT METER FUEL & OIL OFFICE EQUIPMENT COMMUNICATION EQUIPMENT SHOP EQUIPMENT OTHER EQUIPMENT SHORT/OVER INVENTORY ACCT PERSONAL SAFETY EQUIPMENT TELEPHONE NATURAL GAS ELECTRICAL ENERGY WATER TRASH DISPOSAL PROMOTION 7,772 26,543 74,058 5,490 2,739 6,316 164,575 60,000 1,575 33,128 6,316 164,575 60,000 1,575 33,128 6,316 25,000 60,000 1,575 6,000 8,505 25,000 60,000 1,575 6,000 8,505 25,000 60,000 1,575 6,000 108,830 10,199 6,500 259,278 10,199 6,915 259,278 10,199 6,915 92,575 10,199 0 92,575 10,199 0 92,575 10,199 0 16,699 10,140 5,050 112,324 138 618 0 132,156 0 451 0 115,074 5,016 17,114 21,300 28,000 72,650 750 550 0 109,500 0 6,500 4,000 69,051 14,800 17,114 21,300 28,000 72,650 750 550 0 109,500 0 6,500 4,000 69,051 14,800 10,199 9,300 29,000 25,000 1,050 1,200 62,500 99,000 0 13,800 4,000 90,096 14,800 10,199 9,300 29,000 25,000 1,050 1,200 50,000 99,000 ,:. `:13,800 4,000 t 90,096 14,800 :. 10,199 9,300 29,000. 25,000 1,050 1,200 50,000 '99,000 0 13,800 4,000 90,096 14,800 380,967 2,491 41 423 11,278 3,235 569 423 1,337 2,213 0 2,835 21,622 0 0 40 2,596 =:..0 0 -29,800 327,101 3,500 700 350 10,000 4,500 2,500 500 950 3,000 0 7,500 __.15,800 8,000 0 2,500 4,000 900 9,800 0 327,101 3,500 700 350. 10,000 4,500 2,500 ,.. 500 950 .. 3,000 0 7,500 15,800 8,000 0 2,500 4,000 900 9,800 0 349,746 ,4,500 , 700 350 22,700 4,500 2,500 800 2,000 3,500 1,500 8,500 25,400 8,000 0 2,500 4,000 1,500 8,000 0 :•' 337,246 4,500 700 350 22,700 4,500 2,500 800 2,000 3,500 1,500 8,500 25,400 8,000 12,500 2,500 4,000 1,500 8,000 0 337,246 4,500 700 350 22,700 4,500 2,500 800 2,000 3,500 1,500 8,500 25,400 8,000 12,500 2,500 4,000 1,500 8,000 0 19,303 3,478 3,764 5,046 22,491 424 247 74,500 7,600 14,175 8,470 17,830 424 2,840 74,500 7,600 14,175 8,470 17,830 424 2,840 100,950 10,500 14,884 8,894 18,722 445 2,982 113,450 10,500 14,884 8,894 18,722 445 2,982 113,450 10,500 14,884 8,894 18,722 445 2,982 31,972 581 43,739 0 43,739 0 45,927 0 45,927 0 45,927 0 581 0 0 0 0 0 569,602 735,648 735,648 616,213 618,402 618,402 82 Town of Estes Park Detail budget information Water Customer Accounts 503-6400-550 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 737 556 556 556 754 754 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 737 556 556 556 754 754 0 0 0 0 0 0 22-09 INFO TECHNOLOGY SERVICES 555 0 0 250 250 250 22-10 BANK FEES --- 0 0 0 2,500 2,500 2,500 22-13 CONTRACT/SKILLED SERVICES 42,926 34,215 36,597 36,682 36,682 36,682 22-98 OTHER Prof. services/fees 43,481 34,215 36,597 39,432 39,432 39,432 18,386 18,000 18,000 18,000 18,000 18,000 26-02 POSTAGE 4,849 5,408 5,408 5,500 5,500 5,500 26-03 PRINTING/FORMS 1,324 865 865 1,000 1,000 1,000 26-04 FREIGHT/SHIPPING 0 0 0 0 0 0 26-17 CATERING/SPEC CIRCUMSTANC 0 500 500 1,000 1,000 1,000 26-33 DATA.. PROCESSING 69,276 80,000 80,000 80,000 80,000 80,000 26-34 -'' METER 121 0 0 0 0 0 2642 OFFICE EQUIPMENT Materials and supplies 93,956 104,773 104,773 105,500 105,500 105,500 Job Performance 0 0 0 2,500 2,500 2,500 27 04 EDUCATION/TRAINING Other Current Expenditures 417 3,000 3,000 3,000 3,000 3,000 29-07 UNCOLLECTIBLE ACCOUNTS Total Operations & Maintenance costs 138,591 142,544 144,926 150,988 151,186 -.: 151,186 83 Town of Estes Park Detail budget information Water Administration and General 503-6500-560 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 28,820 22,859 22,859 22,859 22,950 22,950 21-01 PROPERTY 1,229 1,552 1,552 1,552 1,838 1,838 21-02 LIABILITY Insurance Premiums 30,049 24,411 24,411 24,411 24,788 24,788 9,590 6,930 6,930 11,250 11,250 11,250 22-01 AUDITING 10,285 0 0 7,277 7,277 7,277 22-02 ENGINEERING 950 0 0 0 0 0 22-06 MEDICAL 94 155 155 155 155 155 22-07 RECORDING FEES 21,954 43,000 43,000 25,000 25,000 25,000 22-08 LEGAL 77,528 78,332 78,332 58,798 58,798 58,798 22-09 INFO TECHNOLOGY SERVICES 1,597 2,000 2,000 2,000 2,000 2,000 22-10 BANK SERVICE 0 0 0 0 0 0 22-24 GIS 0 0 0 0 0 0 22-33 DATA PROCESSING 3,601 4,000 4,000 39,000 39,000 39,000 22-89 UTILITY FINANCIAL STUDIES 826 11,000 11,000 11,000 11,000 11,000 22-98 . OTHER Prof. services/fees 126,425 145,417 145,417 154,480 154,480 154,480 Publishing 763 50 50 750 750 750 23-01 Publication Fees 45,628 45,201 45,201 45,201 45,201 45,201 24-02 REAL PROPERTY 0 3,200 3,200 0 0 0 24-03 LEASE Rentals 45,628 48,401 48,401 45,201 45,201 45,201 Repair and Maintenance 16,374 23,818 23,818 27,650 27,650 27,650 25-01 MAINTENANCE CONTRACTS 2,582 1,700 1,700 1,700 1,700 1,700 26-01 OFFICE SUPPLIES 830 1,000 1,000 1,000 1,000 1,000 26-02 POSTAGE 0 1,000 1,000 1,000 1,000 1,000 26-03 PRINTING/FORMS 0 1,400 1,400 1,400 1,400 1,400 26-13 MEDICAL 1,430 1,400 1,400 2,200 2,200 2,200 26-17 CATERING/SPEC CIRCUMSTANC 72 1,000 1,000 1,000 1,000 1,000 26-42 OFFICE EQUIPMENT 0 0 0 ': 0 0 0 26-46 COMMUNICATION EQUIPMENT Materials and supplies 4,914 7,500 7,500 8,300 8,300 8,300 8,760 13,500 13,500 13,500 13,500 13,500 27-02 UNIFORM ALLOWANCE 41,440 28,500 "28,500 40,300 40,300 40,300 27-04 EDUCATION/TRAINING 13,860 16,050 16,050 16,050 16,050 16,050 27-05 MEMBER DUES/SUBSCRIPTIONS 829 1,200 1,200 1,200 1,200 1,200 27-06 EMPLOYEE RECOGNITION 0 750 750 750 750 750 27-07 MILEAGE REIMBURSEMENT Job Performance 64,889 " 60,000 60,000 71,800 71,800 71,800 Utility Expenditures 0 65 65 0 0 0 28-01 TELEPHONE 10,956 11,242 11,242 11,040 11,040 11,040 29-08 PAYMENT IN LIEU OF TAXES 91,279 92,701 92,701 100,117 100,117 100,117 29-10 FRANCHISE FEES Other current expenses .,.. 102,235 103,943 103,943 111,157 111,157 111,157 Total Operations & Maintenance costs 391,277 413,605 413,605 443,749 444,126 444,126 84 Town of Estes Park Detail budget information Water Capital 503-7000-580 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 0 0 0 170,000 170,000 170,000 31-11 LAND 0 215,000 215,000 145,000 145,000 145,000 32-22 BUILDING REMODELING 0 0 0 0 0 0 33-30 STATION EQUIPMENT 0 0 0 0 0 0 33-31 FURNITURE/FIXTURES 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 5,624 0 0 0 0 0 33-33 DATA PROCESSING EQUIPMENT 0 0 0 0 0 0 33-34 METERS 0 117,990 117,990 0 0 0 33-36 COMMUNICATION EQUIPMENT 0 5,500 5,500 0 0 0 33-37 LABORATORY EQUIPMENT 0 0 0 0 0 0 33-38 SHOP EQUIPMENT 26,325 29,000 29,000 33,000 33,000 33,000 33-40r'.' PURIFICATION EQUIPMENT 9,665 0 0 80,000 80,000 80,000 33-41 TOOLS 0 0 0 0 0 0 33-42 HYDRANTS 0 0 0 35,000 35,000 35,000 33-98 OTHER EQUIPMENT 0 129,000 129,000 162,000 162,000 162,000 , 34-42 TRUCKS 0 0 0 0 0 0 34-98 OTHER MACHINERY/EQUIPMENT 286,157 1,745,770 2,055,770 1,787,061 1,787,061 1,787,061 °` 35-54 WATER SYSTEM 0 15,882 15,882 0 0 0 35-62 UT SYSTEM MASTER PLAN 0 0 0 0 0 0 37-01 SOFTWARE DEVELOPMENT 0 0 0 44,000 44,000 44,000 37-10 WATER RIGHTS Capital 327,771 2,258,142 2,568,142 2,456,061 2,456,061 2,456,061 85 Medical Insurance Fund Internal Service Fund, 606 2018 Town Board Budget Document Workbook2.xlsx * SCOPE OF SERVICES The Medical Insurance Fund closed and absorbed into the General Fund on 12/31/2010. The Fund reopened in 2012 due to enacting a self-insurance plan. Leadership Team Suggested Actuals Budget Est Actuals Base Budget Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Revenues Premium collections Investment income Miscellaneous Total Revenues Expenses Personnel Services Operations & Maintenance Total Current Expenses Capital Total Expenses 1,963,106 2,395,024 2,395,024 2,586,625 2586,625 2,586,625 4,068 3,922 3,922 4,000 4,000 4,000 162 0 0 0 0 0 1,967,336 2,398,946 2,398,946 2,590,625 2,590,625 2,590,625 0 7,000 7,000 7,000 7,000 7,000 2,031,639 2,333,020 2,333,020 1,995,909 1,995,909 1,995,909 2,031,639 2,340,020 2,340,020 2,002,909 2,002,909 2,002,909 2,031,639 2,340,020 2,340,020 2,002,909 2,002,909 2,002,909 Transfer to General Fund 0 0 0 0 0 Transfer in from Other funds 0 Changes in Net Position Unrestricted Net position, Beginning Unrestricted Net position, Ending * 0 0 0 (64,303) 58,926 58,926 587,716 587,716 587,716 386,689 322,386 322,386 381,312 381,312 381,312 $322,386 $381,312 $381,312 $969,028 $969,028 $969,028 Fund availability for Internal Service Funds is defined as unrestricted fund balance which exludes Net Investment in Capital Assets. 86 Fleet Maintenance Fund Internal Service Fund, 612 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Services: vehicle/equipment repair/maintenance, aerial/fire inspections, DOT regulations/inspections, equipment specifications and acquisitions, equipment cost tracking, communication equipment, fire extinguisher/1st aid kit inspections, licensing, fueling, equipment purchase/maintenance budgets, warranty/recall management, billing re: vehicles, ASE certified mechanics * Records management: w/o tracking, equipment costs, fuel tracking, DOT records, replacement recommendations * Special projects: equip police vehicles, equipment training * Miscellaneous: L&P special contt. weld brackets, build transformer mounts/cable, puller clamps/guide wheels, Stanley Park bleachers/stalls/doors, banner mounts, Water Dept. shut off keys, Parks Dept. sign brackets, bridge repair, trash can repair * Inspections: Preventative Maintenance inspections Leadership Team Suggested Actuals Budget Est Actuals Base Budget Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Revenues Intergovernmental Charges for services Other income Investment income Total Revenues Expenses Personnel Services Salaries 255,472 245,303 236,548 249,835 254,545 254,545 Benefits 102,715 99,920 99,490 109,060 110,066 110,066 (7,,)84) 0 0 0 0 0 532,780 397,500 397,500 426,975 426,975 426,975 1,082 0 0 750 750 750 825 297 297 1,100 1,100 1,100 528,703 397,797 397,797 428,825 428,825 428,825 Operations & Maintenance Total Current Expenses Capital Total Expenses Excess (deficiency) of revenues over expenditures 358,187 345,223 336,038 358,895 364,611 364,611 49,641 62,457 62,457 63,234 63,240 63,240 407,828 407,680 398,495 422,129 427,851 427,851 0 0 0 0 0 0 407,828 407,680 398,495 422,129 427,851 427,85 120,875 (9,883) (698) 6,696 974 974 Transfers out (to Med Ins Fund) 0 0 0 0 0 0 Transfers in 0 0 0 0 0 0 Changes in Net Position Unrestricted Net Position, Beginning Unrestricted Net position, Ending * 120,875 (9,883) (698) 6,696 974 974 185,921 306,796 306,796 306,098 306,098 306,098 $306,796 $296,913 $306,098 $312,794 $307,072 $307,072 87 Fleet Maintenance Fund Internal Service Fund, 612 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Suggested Actuals Budget Est Actuals Base Budget Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Personnel Levels Director of Public Works Public Works Operations Mgr Fleet Supervisor Mechanic I/II 0.10 0.34 1.00 2.00 3.44 0.10 0.34 1.00 2.00 3.44 0.10 0.34 1.00 2.00 3.44 0.10 0.34 1.00 2.00 3.44 0.10 0.34 1.00 2.00 3.44 0.10 0.34 1.00 2.00 3.44 Operations & Maintenance Details INSURANCE PREMIUMS 4,387 1,598 1,598 1,598 1,604 1,604 PROF. SERVICES/FEES 8,648 7,553 7,553 8,343' 8,343 8,343 PUBLISHING 0 100 100 100 100 100 RENTALS 92 89 89 89 89 89 REPAIR AND MAINTENANCE 22,664 25,082 25,082 25,069 23,529 23,529 MATERIALS AND SUPPLIES 6,693 9,850 9,850 9,850 11,390 11,390 JOB PERFORMANCE EXPENSES 4,372 10,920 10,920 10,920 10,920 10,920 UTILITY EXPENDITURES 2,785 7,265 7,265 7,265 7,265 7,265 OTHER 0 0 0 0 0 0 49,641 62,457 62,457 63,234 63,240 63,240 Fund availability for Internal Service Funds is defined as unrestricted fund balance which exludes Net Investment in Capital Assets. 88 Town of Estes Park Detail budget information Fleet Services 612-4300-610 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 688 520 520 520 317 317 21-01 PROPERTY 1,917 1,078 1,078 1,078 1,287 1,287 21-02 LIABILITY 1,782 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 4,387 1,598 1,598 1,598 1,604 1,604 100 0 0 0 0 0 22-06 MEDICAL 7,753 7,050 7,050 7,840 7,840 7,840 22-09 INFO TECHNOLOGY SERVICES 0 0 0 0 0 0 22-10 BANK SERVICE 0 0 0 0 0 0 22-13 CONTRACT/SKILLED SERVICES 795 503 503 503 503 503 22-98 OTHER Prof. services/fees 8,648 7,553 7,553 8,343 8,343 8,343 Publishing 0 100 100 100 100 100 23-01 PUBLICATION FEES Rentals 92 89 89 89 89 89 24-02 REAL PROPERTY 1,244 6,330 6,330 6,317 6,317 6,317 -' 25-01 " MAINTENANCE CONTRACTS 0 3,200 3,200 3,200 3,200 3,200 '> 25-02 BUILDINGS 73 1,100 1,100 1,100 1,100 1,100 25-03 FURNITURE/FIXTURES 12,042 6,602 6,602 602 602 602 " 25-04 VEHICLE EQUIPMENT 3,105 1,650 1,650 1,650 1,650 1,650; 25-05 MACHINERY/TOOLS 0 0 0 6,000 4,460 4,460 25-09 VEHICLE REPAIRS -FLEET SHP 6,200 6,200 6,200 6,200 6,200 , 6,200 25-44 FUTURE VEHICLE PURCHASE Repair and Maintenance 22,664 25,082 25,082 25,069 23,529 '" 23,529 979 850 850 850 -:. 850 850 26-01 OFFICE SUPPLIES 11 50 50 50;, 50 50 26-04 FREIGHT/SHIPPING 638 500 500 500 500 500 26-06 SMALL TOOLS 0 400 400 400 -.. 400 400 26-13 MEDICAL 63 550 550 550 550 550 26-17 CATERING/SPEC CIRCUMSTANC 0 1,500 1,500 1,500- 1,500 1,500 26-23 FURNITURE/FIXTURES 0 0 0 = 0 0 0 26-31 SHOP SUPPLIES 0 0 0 0 0 0 26-33 DATA PROCESSING EQUIPMENT 0 0 0 10 1,540 1,540 26-39 FUEL & OIL 4,926 6,000 6,000 6,000 6,000 6,000 26-48 SHOP EQUIPMENT (397) 0� 0 0 0 0 29-90 SHORT/OVER INVENTORY ACCT 473 0 :-0 0 0 0 29-96 FLEET CLEARING ACCOUNT Materials and supplies 6,693 9,850 9,850 9,850 11,390 11,390 2,617 3,200 3,200 3,200 3,200 3,200 27-01 PERSONAL SAFETY EQUIPMENT 1,073 ;.. 2,400 2,400 2,400 2,400 2,400 27-02 UNIFORM ALLOWANCE 541 I, 4,600 4,600 4,600 4,600 4,600 27-04 EDUCATION/TRAINING 45 480 480 480 480 480 27-05 MEMBER DUES/SUBSCRIPTIONS 96 240 240 240 240 240 27-06 EMPLOYEE RECOGNITION 0 0 0 0 0 0 27-07 MILEAGE REIMBURSEMENT Job Performance 4,372 10,920 10,920 10,920 10,920 10,920 620 600 600 600 600 600 28-01 TELEPHONE 0 4,200 4,200 4,200 4,200 4,200 28-02 NATURAL GAS 1,952 1,800 1,800 1,800 1,800 1,800 28-03 ELECTRICAL ENERGY 213 200 200 200 200 200 28-04 WATER 0 465 465 465 465 465 28-05 SEWER Utility Expenditures 2,785 7,265 7,265 7,265 7,265 7,265 Total Operations & Maintenance costs 49,641 62,457 62,457 63,234 63,240 63,240 0 0 0 0 0 0 33-98 OTHER EQUIPMENT Capital 0 0 0 0 0 0 89 Information Systems Technology Fund Internal Service Fund, 625 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * Acquisition, installation and support of: PCs, servers, network components, and telephones. * Provides assistance with printers, copiers and most software. * Facility items: electronic lock systems, camera systems, Board Room AV systems Actuals 2016 Leadership Team,, Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2018 2018 2017 2017 2018 Revenues Intergovernmental Charges for services Other income Investment income Total Revenues 0 492,115 605,457 89,244 2,000 4,314 5,225 5,900 0 0 0 605,457 719,776 719,776 719,776 2,000 2,000 2,000 2,000 5,225 4,500, 4,500 4,500 572,516 612,682 Expenses Personnel Services Salaries 286,767 308,374 Benefits Operations & Maintenance Total Current Expenses Capital Total Expenses Excess (deficiency) of revenues over expenditures Transfers in Transfers out 108,370 112,777 618,582 726,276 726,276 726,276 292,403 307,603 313,227 313,227 111,539, 119,241 120,441 120,441 395,137 421,151 403,942 146,866 204,043 426,844 205,484 433,668 433,668 206,426 206,426 Increase (decrease) in Fund Balance Unrestricted Net Position, Beginning Unrestricted Net position, Ending * 542,003 625,194. ,. 70,320 68,000 607,985 632,328 73,902 77,000 640,094 640,094 77,000 77,000 612,323 693,194 681,887 709,328 717,094 717,094 (39,807) (80,512) (63,305) 16,948 9,182 9,182 (3,1 0 162) 0 ( l>1`i,4G.0) 0 0 0 0 0 0 0 (39,807) (425,974) 661,806 621,999 (408,767) 16,948 621,999 213,232 9,182 9,182 213,232 213,232 621,999 196,025 213,232 230,180 222,414 222,414 90 Information Systems Technology Fund Internal Service Fund, 625 2018 Town Board Budget Document Workbook2.xlsx Leadership Team Actuals Budget Est Actuals Base Budget Suggested Budget Proposed Budget 2016 2017 2017 2018 2018 2018 Personnel Levels Director of Utilities IT Manager Senior Support Specialist Support Specialist IT Support/GIS Specialist 0.05 1.00 1.00 2.00 0.00 4.05 0.05 1.00 1.00 2.00 0.00 4.05 0.05 1.00 1.00 2.00 0.00 4.05 0.05 1.00 1.00 2.00 0.00 4.05 0.05 1.00 1.00 2.00 0.06 4.05 0.05 1.00 1.00 2.00 0.00 4.05 Operations & Maintenance Details INSURANCE PREMIUMS 2,703 2,772 2,772 2,772 3,714 3,714 PROF. SERVICES/FEES 23,703 25,934 25,934 18,000 18,000 18,000 PUBLISHING 0 75 75 200 200 200 REPAIR AND MAINTENANCE 65,948 102,787 102,787 112,712 112,712 112,712 MATERIALS AND SUPPLIES 27,258 36,600 36,600 37300 37,300 37,300 JOB PERFORMANCE EXPENSES 6,483 8,875 8,875 7,500 7,500 7,500 UTILITY EXPENDITURES 20,771 27,000 27,000 27,000 27,000 27,000 OTHER CURRENT EXPENSES 0 0 0 0 0 0 Capital OFFICE EQUIPMENT DATA PROCESSING EQUIPMENT COMMUNICATION EQUIPMENT OTHER EQUIPMENT SOFTWARE DEVELOPMENT 146,866 204,043 204,043 205,484 206,426 206,426 0 52,355 17,965 0 0 O 0 O 5,902 O 0 68,000 68,000 0 0 0 0 0 0 0 0 0 0 0 77,000 77,000 77,000 0 0 0 70,320 68,000 73,902 77,000 77,000 77,000 Fund availability for Internal Service Funds is defined as unrestricted fund balance which excludes Net Investment in Capital Assets. 91 Town of Estes Park Detail budget information Information Technology Fund 625-2500-425 Leadership Team Suggested Proposed Actuals Budget Est Actuals Base Budget Budget Budget Account Account Name 2016 2017 2017 2018 2018 2018 Number Detail 614 537 537 537 1,799 1,799 21-01 PROPERTY 2,089 2,235 2,235 2,235 1,915 1,915 21-02 LIABILITY 0 0 0 0 0 0 21-50 UNEMPLOYMENT Insurance Premiums 2,703 2,772 2,772 2,772 3,714 3,714 5,666 11,934 11,934 4,000 4,000 4,000 22-13 CONTRACT/SKILLED SERVICES 0 4,000 4,000 3,000 3,000 3,000 22-24 GIS 18,037 10,000 10,000 11,000 11,000 11,000 22-98 OTHER Prof. services/fees 23,703 25,934 25,934 18,000 18,000 18,000 Publishing 0 75 75 200 200 200 23-01 Publication fees 65,353 98,287 98,287 108,712 108,712 108,712 25-01-- MAINTENANCE CONTRACTS 0 0 0 0 0 0 ..'2503 FURNITURE/FIXTURES 595 0 0 0 0 0 25-04 VEHICLE EQUIPMENT 0 0 0 0 0 0 25-09 VEHICLE REPAIRS -FLEET SHP 0 2,500 2,500 2,000 2,000 2,000 25-36 NETWORK EQUIPMENT 0 0 0 0 0 0 25-44 FUTURE VEHICLE PURCHASE 0 2,000 2,000 2,000 2,000 2,000 25-98 OTHER EQUIPMENT/MACHINERY Repair and Maintenance 65,948 102,787 102,787 112,712 112,712 112,712 592 1,400 1,400 1,300 1,300 1,300 26-01 OFFICE SUPPLIES 70 300 300 300 300 300 26-04 FREIGHT/SHIPPING 1,294 1,800 1,800 1,800. 1,800 1,800 26-23 FURNITURE/FIXTURES 2,634 6,900 6,900 6,000 6,000 6,000 26-32 DATA PROCESSING SOFTWARE 11,840 13,900 13,900 16,400 16,400 16,400 26-33 DATA PROCESSING EQUIPMENT 3,251 3,900 3,900 3,800 3,800 3,800 26-35 DATA PROCESSING 0 0 0 0 0 0 26-39 FUEL & OIL 851 1,000 1,000 900 900 900 26-42 OFFICE EQUIPMENT 6,726 7,400 7,400 6,800 6,800 6,800 26-46 COMMUNICATION EQUIPMENT Materials and supplies 27,258 36,600 36,600 37,300 37,300 37,300 0 275 275 200 200 200 27-02 UNIFORM ALLOWANCE 5,993 7,000 7,000 6,000 6,000 6,000 27-04 EDUCATION/TRAINING 99 200 200 100 100 100 27-05 MEMBER DUES/SUBSCRIPTIONS 320 900 900 800 800 800 27-06 EMPLOYEE RECOGNITION 71 500 500 400 400 400 27-07 MILEAGE REIMBURSEMENT Job Performance 6,483 8,875 8,875 7,500 7,500 7,500 Utility Expenditures 20,771- 27,000 27,000 27,000 27,000 27,000 28-01 TELEPHONE Total Operations & Maintenance costs 146,866 204,043 204,043 205,484 206,426 206,426 0 0 0 0 0 0 33-32 OFFICE EQUIPMENT 52,355 0 5,902 0 0 0 33-33 DATA PROCESSING EQUIPMENT 17,965 0 0 0 0 0 33-36 COMMUNICATION EQUIPMENT 0 68,000 68,000 77,000 77,000 77,000 33-98 OTHER EQUIPMENT 0 0 0 0 0 0 37-01 SOFTWARE DEVELOPMENT Capital 70,320 68,000 73,902 77,000 77,000 77,000 92 Vehicle Replacement Fund Internal Service Fund, 635 2018 Town Board Budget Document Workbook2.xlsx SCOPE OF SERVICES * To accumulate funds for the replacement of Town vehicles. Actuals 2016 Budget 2017 Leadership Team Est Actuals Base Budget Suggested Budget Proposed Budget 2017 2018 2018 2018 Revenues Revenues - future vehicle purchases Investment income Miscellaneous Transfers In Total Revenues Operations & Maintenance Capital Total Expenses Excess (deficiency) of revenues over expenditures: Unrestricted Net Position, Beginning Unrestricted Net position, Ending * 507,449 690,624 690,624 764,379 824,379 880,419 11,164 12,852 12,852 12,000 12,000 12,000 37,226 0 45,460 0 0 0 0 0 0 0. 0 0 555,839 703,476 748,936 776,379 836,379 892,419 6,540 0 0 0 0 0 1,137,755 407,483 407,483 118,001 178,001 208,001 1,144,295 407,483 407,483 118,001 178,001 208,001 (588,456) 295,993 1,615,334 1,026,878 341,453 658,378 1,026,878 1,368,331 658,378 684,418 1,368,331 1,368,331 026,878 1,322,871 ,368,331 2,026,709 2,026,709 2,052,749 Revenue sources: General Streets Fund Light and Power Water Fleet Summary of Units by department: 2016 2017 2017 2018 2018 2018 0 212,513 212,513 328,835 388,835 418,835 47,040 52,080 52,080 26,040 26,040 52,080 339,135 350,780 350,780 313,208 313,208 313,208 115,074 69,051 69,051 90,096 90,096 90,096 6,00 6,200 6,200 6,200 6,200 6,200 507,449 690,624 690,624 764,379 824,379 880,419 Police 18 Facilities 1 Protective Insp. 2 Special Events 8 Engineering 1 Light & Power 24 Streets 17 Water 16 Parks 18 Fleet 1 Museum 1 Total 107 93 Units scheduled for purchase/replacement Vehicle Replacement Fund Internal Service Fund, 635 2018 Town Board Budget Document Workbook2.xlsx 1,156,507 305,154 305,154 118 001 178,001 208,001 2016 2017 2017 2018 2018 2018 Scheduled replacements/purchases, 2016 Fleet G-68A '00 GMC K-1500 4x4 pickup 21,929 (moving to Facilities) L&P 93324A 01 Ford F-250 4x4 40,660 L&P 93338 07 GMC 3500 24,087 Storm Drainage Culvert Jet Trailer Cleaner 46,260 Police, G-896'08 Dodge Charger 31,918 Coin Dev G-526 '02 Jeep Wrangler 22,045 Streets G-46A, '99 I-H 4800 4x4 160,000 Events G-111 '93 Miller Welder 5,000 L&P 93330A, '06 International 7400 4x4 240,222 L&P 93334B,'10 Jeep Liberty 27,625 L&P 93387A, "98 Cat DP45-D2 forklift 41,000 L&P 93388A, '90 Clark GCX20 forklift 22,000 Water 9032B, '08 GMC 3500 4x4 36,893 Water 9033A, '08 Ford F-350 4x4 39,095 New additions for 2016 Police, Ford Interceptor 31,918 Police, Lightbars, Accessories 3,122 Parks, 'New Cushman (Atlas JSV 3000) 17,198 L&P, Dump Truck 150,000 Water, Jeep Wrangler Rubicon 36,750 Water, G-58, Air Compressor 18,573 Other 140,212 Scheduled replacements/purchases, 2017 Police, G-78B, '09 Dodge Charger Streets, G-63A,'08 Ford F-550 4x4 Streets, G-75B,'06 GMC K3500 4x4 Parks, G-60A,'06 Ford F-550 4x4 Events, G-123, '06 Bobcat 2200 4x4 L&P, 93323A, '06 Ford F-550 4x4 New additions for 2017 None Scheduled replacements/purchases, 2018 Police, G-106A,'04 Ford Exployer Police, Light Bar & Equip for G-106A L&P, 93319,'07 GMC k1500 4x4 L&P, 93315B,'11 Ford Exployer New additions for 2018 Police, New car & equip. for new officer position Facilities, New truck for new facilities position 32,000 75,000 33,885 85,603 19,000 59,666 32,000 75,000 33,885 85,603 19,000 59,666 40,071 40,071 40,071 14,000 14,000 14,000 30,485 30,485 30,485 33,445 33,445 33,445 60,000 60,000 30,000 1,156,507 305,154 305,154 118,001 178,001 208,001 Fund availability for Internal Service Funds is defined as unrestricted fund balance which excludes Net Investment in Capital Assets. 94 'V 0 0 0 0 0 In 0 0 0 0 0 0 0 0 0 Ill0 0 N 01.001010000000 0 16 .00 O CI In O 0 0 m 0 0 0 0 0 0 m O 0 V o1 O N M N ul 00 ui O vi O O O o0 O Oa ; rl N m .-0 m ul . . N t0 ul 010 i .-1 ,4 .-1 .-1 ,o- o. m C Ln 0 co N rl O t0 O N N O V 0 00 0 0 0 0 0 0 0000 0 m 0 V V 0 t0 N l!1 O O O 10 Cr t° N U1 Cr' u) V1 V1 O N 1- n t0 v1 O tO tr In LA t0 In U1 v N 0 CO ti _ c-1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Z ZZZ Z Z Z Z Z ZZ ZZ Z ZZ w 0) a) o a) 0 0 a) a) a) v w 0' w oa ao r>o m m m m m m m m m m m m to to m as E c E c ECCEEEEEEEE E E c c c c c c c c E c E c c c c o 'o i o i= 'o 'o i= i= i= i= i o o "o o o "o y C 0 C C C C C C C C C C C C C C c c O C C0 C0 C CCID CO C aCO C bC9 Cb.o CC CO CO C O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0) a) 3 Z C C 3 m_ 0 1O a 'C.. o ° > oA C c O t 0) G a Y to 2 m , c c o E E ° E E ° 0 0 a u u W m > > Z 0-3 a 0 w w D. 0 0 Q0 0 N N - o c o 0 LL I). p�0 N t0 a1 a 101-1400 Admin Svc /Muni Court c 00 0 0LID 0 0ID 0ID 0 0L 0 0 .c-1 c0 '1 N N N 1.0 N to Lc-, V1 II1 10 .4 c-1 c-1 c1 ci ,4 c1 - - ,4 ,4 0 0 0 0 0 0 0 0 0 0 0 101-9000 Transfers .CC/ cN-1 .�1 N N 0 01 1.11 01 03 M 01 V 01 ci 0 N Oil CO a;C O O - Ill Na c u w O O O to - .n a o 3 v c N a u 8 Y c P. o w c 3• 0 a E o o a N 0 a; u > c CO OO :_ t ' C Y 2 ° N ro U u 0 c T N is G C u j Q V X V) Y c 0 0 o a w v F- a) m a, 0 a ' a a a, _ a 0 O D 0. m m c x E ._ 3 .0 T F Y a O a m c a a v F- vl m a u c c vai 2 a c E Z N °n x o 11 c F_ In E v `o o a, 0 w u a, m 'v a, o 0 o 5 N N a v o a) '^ - w o 0, a c v c c Ei o w o 2 2 a y v a) `n > w C O O F- V m V Li w V• ut Q w F' 00 0O C C to to a a w 0) •0 _,0 2 E E am) E 0 u u 0 0 m m a a v u_ 0 0 a, 0) C 2 U v1 O O a 6 O O C C C C a 5a) 'j ' - ~ O) O) O) O) to to a m > > u, o In 0 In to In In 0 0 3 ,� EEEE E E E E E s °; 0000 U U U U U U V U a 0000000000000000 11 In u1 In to to m to .-4 N N N N N 1.11 1.11 u1 u1 v1 V1 d' N r1 rl ell . �1 ri rl A A A rl N A A .-1 N LA 00000000000000. N 1-1 .-i c-1 t0 to V CO N 01 01 tO 0 V CO m 00 n1 V 01 u1 ul t0 ci .-i t0 1� N N 00 oO Ol Ot Cr m 0 O .-1 c-1 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 OWN OF lES PAR Community Report/State of the Town $15,000 Administration Kate Rusch Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal 1 ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense X Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) N/A Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The Community Report would provide an engaging, updated look to the annual State of the Town newsletter. This graphics -heavy publication would highlight key data, services and success stories in an easy -to -follow format for an audience of community members and partners. The printed document would serve as a physical reference item for the Town Board and staff and a mailer to the community. A PDF version would be featured on the website and in other electronic communications. Page I of 4 2 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) N/A Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure ❑ Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services X Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 1300 — 413 . 23-01 (Attach additional sheets if necessary) $ Increase $15,000 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonEstes.org. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 3 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 4 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 5 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Community marketing video campaign $20,000 Administration Kate Rusch Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 2 Type of Proposal El Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense X Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) N/A Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Based on a concept proposed by Mayor Jirsa, this placeholder budget would allow the Town and potential partners to hire a vendor to facilitate content development and production of a series of brief videos marketing the community of Estes Park to audiences including a.) prospective residents, b.) prospective businesses, and c.) guests planning their visit to Estes Park. The goals are to inspire the interest of prospective residents and businesses to join the community and help visitors plan and enjoy their visit to the community of Estes Park. Desired partners to lead this project would include, but are not limited to, the Economic Development Corporation and Visit Estes Park. Page I of 4 6 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) N/A Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. x Robust Economy ❑ Infrastructure x Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services x Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 1300 — 413 . 23-03 (Attach additional sheets if necessary) $ Increase $15,000 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson�7a Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 7 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 8 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 9 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 ❑x 2018 Municipal Court Clerk/HR Assistant $69,926.80 ($53,479.17 — Add'I) Administrative Services/Municipal Court Town Clerk Jackie Williamson Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 1 Type of Proposal ❑x Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) .5 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The Municipal Court Clerk is currently a part-time position in the 1200 account and does not receive benefits. The position has operated outside of Town Hall for many years and has only been reachable by phone, email or during court proceedings. In 2018, the position is being proposed to move to full time status and be brought into Administrative Services 1400 to provide better customer services with access by the citizens during normal business hours. The position will also perform administrative support to Human Resources half time. Page I of 4 10 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The increase to full time would require additional personnel funding of approximately $53,479.17 in salary and benefits over the current $ 16,447 for the part-time position. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure LI Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ E Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 1200 - 412. 101 - 1400 - 414. (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase 50_ % _16,530.06 _50 % _36,949.11 Ok $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson(a,Estes.org. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 11 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 This is an unclassified position that would need a Job Analysis and compensation study done to justify the need/pay range. IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal xx Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/17/2017 Page 3 of 4 12 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017_ There is no mention of any space needs related to the addition of this position. It will likely need some reorganization of the existing office space to accommodate this new employee. Page 4 of 4 13 II III I I Hilnwl11111„,,,1„„ NO 11 111 p 111111111111111111111111,1„ , 11,1111' ',1'1',1111111111111!6vi „ 11111L1111111111111111 INVONN0,11 ,1,1,1,),1:1"1'11,0 010M111011110111110111111100 011111111 11111000001111111,1,11'110,1,11i,.1 111„1,),„1i!)11111111.11,11 0„11,1,11,Iii1„.11,111,1,11,1,1,111,111,11,11111111,11,1111111,11 11111111111„„k ,„1111111111111111 "11111111101111 11.111101111111i111,111iII'llgi1111111111000-1111111111 1'1 u111111tl'Ilillq11111111,,,,.. 1111111111 , if,1111•1111?I'l'il,..1111."111:I'I'l.',11111,1,1.11"1"1:11'1111111111111,ffii111111 1 '111111'1'(111111,1,',461. Department: AdminServices Division: Records Estimated Start Date: Useful Life: 10 Capital Type: New Board Goal: GovtServintSupport Project Manager: Jackie Williamson Budget Estimate: $ 133,800.00 Annual Change in O&M: $ 70,000 Location: Municipal Building 0).1).111116'f 1"111111 „11„11111 ,„,,11h '1,';„'111 1,11' ''111„11j111o111111,1111111,(11 11111111111 1111111111 Construction: Contingency: Costruction Mgmnt: Design: Legal: Right of Way: Other: Annual Cost: General Fund NA NA NA NA Annual Cost: 2018 $133,800 $- $- $- $- $- 2019 $- $- $- $- $- $- 1111111111111111 111111111'11 .„„ nor'"( Tripioyf)' 11111 111 1111111111,1111„ 2020 $- $- $- $- $- $- 1 11 011i1111111•1111111111fliIIII 111111 1,11,11,1,111111.1 IiiIIIIIII111111111111.1111111111111111111111 „,„111,11111111111111iii 1111111111111 1111 111111111111111111,11,111111111,1111111111111111111111111111111111 11111111111111111111111111,11,11:1111111111111111111111111111111111111,11111111,111:11111111111111111,1111 1111 11 11111111111''''',1' )11.111111111111111111111,1,. 111,11111,1,1111,11 11111111,1111ffiffiq,i, 111 2021 2022 Out Yrs Total $- $58,000 $- $191,800 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $133,800 $- $- $- $58,000 2021 $58,0001,1,,,..11H,11,111111111„„ ..1,10u1.11,111yt1,111,1„„yrs,..,„„,.,.,., 11',IIIIIIIIII1111111,111, ',,N,..!1,1,,,,,,,,milmil. mr,111111111 2022 Total $- $- $- 1$- $ 91,800 $- $- $- $- $- $- 1, $- $- $- $- $191,800 2018 2019 $133,800 $- $- $- $- $133,800 $58,000 $- $191,800 ,111ifill11111111111"11'111111111111111111111111111111111„ Funding Details: Additional staff (1,0 FTE) anticipated in 2019/2020 - Records Tech/Manager 4 1111111111111111111111111111111111 0 usat Continued implementation of an enterprise wide document mgmt system and workflowprocess software utilizing IIIIIIIIIIIII4IIIIIIIIIIIII11111111111111111111 111111111111111111 .10 rl ill Ott ti 0611111111111 111,1;0 Laserfiche Rio. Ph II & Ph III in 2018 for additional licenses, public portal & public web servers. 2022 Replace sql servers. 11„11111111111111111111111,111,11111111111,111,11111111111:11111111111111111:11111111 11111'11 1!11!111111111111111111111:11:11:111 14 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Merit Increase Authorization — 2% $235,367 Finance Duane Hudson Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal X Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. 0 This is to provide funding to allow up to a 3% merit. This is done by increasing line items by 2% with the expectation that merit increases will be dispersed over the full year. A 3% increase spread out over the year should equate to approximately 2% when comparing full year to full year. For this proposal, personnel costs are budgeted at 98% (reflecting a 2% vacancy rate) plus 2% for the annualized merit of up to 3%. Page I of 4 15 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This will impact all future budgets by increasing personnel costs for existing staff. General Fund impact - $131,460 Open Space Fund impact - $525 Street Improvement Fund impact - $ 2,366 Light & Power Fund impact — $56,9 12 Water Fund impact - $30,294 Fleet Maintenance Fund impact - $6, 181 Information Technology Fund impact - $7,629 Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure ❑ Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services X Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number Salary & Benefit Accts (Attach additional sheets if necessary) $ Increase 235,367 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 16 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 17 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 18 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Increase Sworn Patrol Officers — One of Three $155,425 Police Department Patrol Division Wes Kufeld Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal X Capacity Expansions — Maintaining Existing Service Levels with Increased Service, Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Staff recently conducted a staffing study and results indicate patrol division needs to be increased. Beginning in 2018 we are requesting 3 new FTE officer positions. Patrol Division has not had an increase in staffing since 2004. (See staffing study) Page I of 4 19 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) Funds would be allocated out of the general fund balance and no other funding sources would be available. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure ❑ Exceptional Guest Services x Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101-2100-421.11-02 101-2100-421.34-41 101-2100-421-27-01 (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase $94,525_ $60,000_ 900 $ Decrease ( ) ( ) ( ) ( ) /( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson c(r�,Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 20 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/24/17 A Job Analysis should be done to confirm need. Staffing study recommendation is based on population but HR needs to understand the types of calls or support required locally to understand the additional headcount request. How does Estes Park PD cases compare to Fort Collins PD, Loveland PD and/or Larimer County Sheriff's Dept? Is the same level of support required there as we need here and are the case loads of the same nature (ie. similar risk or threats dealt with on a daily basis)? IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal ❑ Green Lighted xx Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Unclear if new PD car computers/tablets are required (dependent upon if new PD cars are needed). Tablets are $3-41( each. Assumes officers use existing Patrol room computers and phones — which should be adequate). Page 3 of 4 21 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 There is no mention of the impact on the existing office space and if there will need to be any changes to the squad room. There may be the need to add desks and associated furniture. Fleet Review and Comments on Vehicles/Rolling Stock Proposals ❑ NA — No rolling stock included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Kevin McEachern Date: _August 21, 2017 Added 3 Interceptor Patrol units, $60,000.00 each, purchased from General Fund. This will be adding to the vehicle rolling stock inventory. Approximately $500.00 per year each for service not including repairs if needed for. Added fuel costs depending on use. $6000.00 per year each for replacement cost to vehicle replacement fund for 10 years. Less if using longer replacement year span. An added 3 vehicles for Fleet Division of 3 mechanics to maintain. Page 4 of 4 22 Service Proposal Change Form Budget Year ❑ 2017 l 2018 Proposal Title New Carpet for the Visitor Center Proposal Total Cost $18,330 Department Name Community Services Division (if applicable) Visitor Services Submitted By Teri Salerno Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 3 Type of Proposal 'El Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) N/A Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The VC opened in April 2006, and visitor traffic has increasingly grown over the years. Now in its I Th year, the building still has the original carpet; it is showing significant wear and tear. With the new parking garage, foot traffic is expected to increase. Visitors to our area comment frequently on the beauty of the VC and the Town can be proud of the building — putting our best foot forward with proper maintenance contributes to an exceptional guest experience. The VC is due for some attention. I based my cost estimate on approx. 5,500 sq. ft. on the first floor, which converts to 6 I I sq. yds multiplied by $30 per sq. yd = $18,330. Page I of 4 23 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The only impact on future operations is maintenance of the carpet with periodic cleaning and care. This expense is already included in the VS budget (Acct. 25-01). No additional costs are identified. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure Exceptional Guest Services ❑ Public Safety, Health and Environment Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101 — 2600 — 426 — 25 — 02 $18,330 Please return completed form to: Finance Director, Finance Dept or email to DHudsonc Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 24 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Kevin McEachern_ Date: August 17, 2017 IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Page 3 of 4 25 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 Page 4 of 4 26 Service Proposal Change Form Budget Year ❑ 2017 2018 Proposal Title Interior wood stain for the Visitor Center Proposal Total Cost $5,000 Department Name Community Services Division (if applicable) Visitor Services Submitted By Teri Salerno Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal 5 L Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) N/A Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The VC opened in April 2006. Now in its I2t year, the building still has the original wood stain; re -staining the wood has been needed for several years. The many years of sun beating in on the stain is showing wear and age. Budget cuts and "flat" budgets have kept this important project from being added to the "to-do" list. Visitors to our area comment frequently on the beauty of the VC and the Town can be proud of the building — putting our best foot forward with proper maintenance contributes to an exceptional guest experience. The VC is due for some attention in order to continue to make a great impression on those who enter her doors. Page I of 4 27 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) None Identified Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure Di Exceptional Guest Services ❑ Public Safety, Health and Environment not Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101 — 2600 — 426 — 25 — 02, $5,000 ( Please return completed form to: Finance Director, Finance Dept or email to DHudsonna Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 28 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Kevin McEachern Date: August 17, 2017 IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: 8/16/2017 Page 3 of 4 29 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer Date: August 17, 2017 Page 4 of 4 30 Service Proposal Change Form Budget Year ❑ 2017 ci 2018 Proposal Title Interior paint for the Visitor Center Proposal Total Cost $10,000 Department Name Community Services Division (if applicable) Visitor Services Submitted By Teri Salerno Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal 4 LI, Capacity Expansions — Maintaining Existing Service Levels with Increased Service ......:... Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) N/A Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The VC opened in April 2006. Now in its I 2th year, the building still has the original paint and a fresh coat of paint has been needed for several years. Budget cuts and "flat" budgets have kept this important project from being added to the "to-do" list. Visitors to our area comment frequently on the beauty of the VC and the Town can be proud of the building — putting our best foot forward with proper maintenance contributes to an exceptional guest experience. The VC is due for some attention in order to continue to make a great impression on those who enter her doors. Page I of 4 31 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) None Identified Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. El 0 Robust Economy Infrastructure Exceptional Guest Services Public Safety, Health and Environment Outstanding Community Services Governmental Services and Internal Support Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101—2600-426-25-02 $10,000 Please return completed form to: Finance Director, Finance Dept or email to DHudsonna Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 32 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Kevin McEachern Date: August 17, 2017 IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Page 3 of 4 33 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017_ Page 4 of 4 34 I�d" llpl �I IIII I1 1111 1 IIIIIII M'M M'M N �1111d�IIMllll IIII ����������� �������������� ��� �M'�;;�;;; �� �� ����� N NM N N M ���� IB�11141�1 I I III M U •' uu d�, �N N N Nll� �wu�uMIMIM......1 IIIII IM 1 ....I� tluuuldlliiuuM �N�MPII I 11 11111 11 11 N 1 u u �I IIII �!! IIII, IIIIIIIII II IIIII �, IIIIIIYIIII .. uuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuum uuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu I uum Daum IIIIIIIIIIIIIIIIIII„IIII IIIIIIIII1:111IIIIIIIIII III 1 III uuuuuiiiii mnT h'n'nr". uuuum 4I'll1":,111 VIN'14lauiill� Department: Division: Useful Life: Capital Type: Board Goal: Project Manager: Budget Estimate: Location: FE2018-002 I Illllllllu'411 IIi11ioup �I iiI'i11I^iiVi19Y1p11 1V'i11a "14RIIINIYIIll'IIIIYI YII IuIIIIII �VjPoi(I!ryl SVItlIIP�IPIIu1VI, II,I,IIIIIIi lii IIu III !I''Ilh°ip 1h11p ''!lul ill!" IIIIII i IIII';IIIIII! IIii1111111111iiIliV'llliiiiil' I mu !! II u.l.I II IN! � I4 I I I IIII IIII�.IIII„I�IIIIIL.Iuu I ' „III mu!uuulllJll,,,,., Il,,,rdul,lllll „ „luup pk l lull, IIIIIII,,, lu,,,lllll111r,!Ir 11 III,6111 llh1rl"1IVl tMo l ,l1111 14Id�"III'rlIIl;„ 'r 2016 2017 Construction: Contingency: Costruction Mgmnt: Design: Legal: Right of Way: Annual Cost '"N'IPNN1IilYylluup,,rcgrlrdyi!oll VIIIIIIII',I"Illy' lllyp,�. — I li IllulfYl'ivalllhl 611i Y;v1uJ!!I� uuuuuuuuu R lI�NI sullllmJIIIIIII uV I I I I� II P �(! 11111111111... Ili PI 1 I w4 d 1 IIII IIIIIIIII I l I III � � IV l !! 11 !!!!! IIIIIII IIIIII uullllllhllllllhdllllllllllll II !!I I (IIII IIII II II III I lbl II II 111� I Illllblllul IIII hll I III II �I1 IIIIII„ !!!!!!!!!!!!!!!!!!!!!! 111111111 ' J III III 11!!!!! !! 11 IIIIIIIII 11�� nreo filnv>7uxr ur>�� ra ,IIII":: :ululllllllluu'1IIIIII11IIIIIIIIIIIIili1i11111III!!!luIIPdIIIuII11II111111,III IIIIIiY1111um11lu, uuoolll,„ll (Iu111111' 111111111uu1i1111 1i ll l l ,WpIIIII, I IIII qI IsI 2018 2 0 1 9 $ 125,000 $ 125, 0 0 0 125,000 L . I !II I I ' 1 . 11 I IIIII„u I IIlill�r Ill„i!iai,„lf1�ll,IYIl1l'IIljI 11rlh'I1ryIlpdl�„lI,,„I'A„.YIru,IIl^ I�„ (ivrY � U' ti4iI Y ,AIIhII IIV1 11i11 l111 1II!! IIIIIIIIIIIII'jl111',lllD 1I' I1 II I I Il II IIIulluI1u111 1lu1111uuuulrll,l,1 lllll6 'a y e '% f u u ulJlui111111111111111111111111 Iuuuuuuluuuuul 'IIIII' uupupum puJj",' w I I IIIIII I IN f iII IV 'lIII lil IllulIllllillllylllllllllllliijiii 2020 Out Years $ 125,000 $ 125,000 ' General Fund Annual Funding: 1111Jiiiiiiiiiill IIIIII fill°IIIIIIIIIIIIII!II' Community Services Events 5 years Rehabilitation Rob Hinkle $ 500,000.00 Events Complex IIIIIIIIII I IIIIuIII Il(IIIIIII ... IIIIIIIIIIII 111111111111111p;;IPIIY\II;I1a uIIlllll6 2016 2017 IIIIIIIII II IIII Il II"" IIIIIIIIIIIIIa jIlllulllppIIll IallII11 Iil'11 IvIi y I11elll O10 IIuNV„1 Total 500, 0 00 I uuuu°° UI pu p llu l!9 1 6 61 III III19 1 11 l o u w o l 125,000 $ 125,000 $ 5,000 $ 500,000 illliiiiiiidlllll 1IIIIIIII111111i1111j1111igllllllllllllllill�'°h111111111IIIIIIIIIIIr 1,1, ,II j I N 1 u uu u I II I II I 1:1111111111:1, 11111111 II Ii!iiil, IplllllIIIII'll��hlllui,I�h1VlIIIV�VIvV�IdVIiNi011I�I�NIIIIIIIIII„,!!!!11 IIIIIIIII1111111)))))i)i1!!HIThl11IVmiIIIII11111JIIIhIIIVVWlIu1dIV' PV" 2018 2019 2020 Out Years $ 125,000 $ 125,000 $ 125,000 $ 125,0001 $ $ "I„iI,u11?14''IllH",'Mp'1Ie 1ilIIIIpIIlll,,1l IIiiiml ...., miii11111111111111i11a, III' Igr1IlllllI,„II„IuqIIIII u� llly$$ 111IIllll llllllllllllllllll 1.111II $125 000 $ 125,000 $ 125,000 S125,000$ 50 0,000I48IVIIII111111i 1'111111111lNl II111 1IV11111y 111111111111111)111,1111111.11.1111 hglil1111111111111111111II�l 1!IIIIIIIr1l ll IlIuIluIlIulIlIIIlIyI IIIIIIIIIu(uuuuuulummlIIIIII111IIIIIIugllu111111111111111111111 Ipl..l IIII IIIIII 11111111 I11111111 11 Total 500,000 al +T 71T'IITM llNljlQllil';I'IIIII'I� IN�IIililill111'1'IIIIIIIIIIIIulmiillllll IIIVI ';I',' m Illhlllllilomloml uuuuuull,,,J11111111 „hllli ol1dul II proper! 1 dNNNNN 11111111111111 The Arenas 1-4 needgto be leveled at the base and additional footing is needed to allow for de°plltVhs�forlcl1er tain events. This will require for the footingto be taken out of the arena allowing the base to be worked on before adding more footing to the arena. The base is uneven and the base is coming (rocks) to the top in certian areas. Additional footing is needed to get to the required depths for certian events. Rocks pose a significant safety issue for horses using these arena's. Footing was the biggest complaint we have during horseshows. j' id'iI!1'!'II11il,NIIPNa9.)II;)11j°IYqIY61, II',v,1 iY!"1YIIVIIIIII " s' lll'lllll pll IIIII IIIIIIV�ill I1dll IIiullllll1111 11111111 Ill �! iul III uul 11 h IIIIIII IIIII III u II 111 I I (IIII Ilul a IIIIII 1 IIIIIII IIIIIIIIIIIIIIIII ! I I IIIIIIII lu II I u uul uuuu lu uu lul Im I II ..L., III III Illll!! , IIIII.. yy�II IM� p ululuu mumlll;Ill;llllllll I I IIIII uuuu g111, uul !!; 1II';'ll'I a 111 p1 a� 1"Ill1111 lllllup1111 I II!I, 1I IIIII IIIII 111111Iiil;11411111 IIIIIIIIIIII .. uu a ,IIII ulllilluu(I uum III, II I I I r. u l, I,1 uiu I1iy11huI�Ijulhlljul!I;IIll °umuolloum IIll11I"IIIIII'iiiIIIIIIIIIIIIui°ul11plllllillllllf uIjV'h(lVII,II'IIIIIJI(,IIIIIIIIII u �dN to lllllllllllllllllllllllllllllllgllll„um IIIIIIIIIIIu,_I lllllullluJulllillullIlliilllllill'I�IIiI�Iluu1111111111IIIIIIIuuuIIIIIIIIIIIIIVIVIIIII�II 35 1111111111141111,11111111111111101111111111 111 h 11, 11111111111111111111111 111111i11 11,11,11,11,111,11,111,11,11,11,11,11,11,11,11,11,11,11,11,11,11,11111 111111? 11 I 1111 100,01,111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 1111111 1 11111 MI 111'1111111111111111111111111,1,1,1,11111111,11111,1111111111111111111111111111 11111111 ,11„„„, 1 1111111 01,1111111111/1110111111111111111111111111119911no oolooloonol,Ino o 011 1111111 111,‘ 11111111 11111 111111111 1 1111111 111111111 1111 1111111111111111111111 11111111111111111 IIIIII1111111111111111111 11?111111110011111 11 opoliq 111111111111 1'11'11'11'1111111 '1'11'1'1'1'1'1'1'1'1'1'11 1111,1111 1111111111111111111111 1 1111111111111111111111111111111111111111u1 111111111111111111111111111,111111111111111,1111111 11111111111,11111111111 11111,1111111„1,1,,,,,y,,,,iii,11:,.11,11111111111111111111111111111 11111111,111111,1,111111111111111mi 11111111111111111111,1111111111111111111111111111111111111,1111111111111111,11111\01111111',11,111111111,1111,1111:!:111111111111,11,1:E11,11111111,";:11111,?1,1,1,11111,1111,1,r,111111,1,y,y,L,171ililil'I'1111'11;1„1,y,11,11,11,1,1,1,1,111111111111 111111111111„ 1.111111,11,11111,111,1,1,1,1L111y,11,11111111y111111,1,1,1,1,1,111111111111111111111 11 I'IIIIII'llIIIIIIIIIIIIII'111111111111111:„II'11111111111111111111,111111,1y„R,IIIImilyylly111111111111 1111 11,11,,1111111111111111111111111 l'111411111111'1'114111,111,':,1111111 C111 % 1:1,11111111111111111111111111111111111111114 •iV1' 11 11 11 11 11 11 11 111111111 11 11 11 11 11 1, 1 lw Construction: Contingency: Costruction Mgmnt: Design: Legal: Right of Way: Other: 11111,01111111111111 , WI Department: Community Services Division: Special Events Estimated Start Date: Useful Life: 20 Capital Type: New Board Goal: GuestSery Project Manager: Rob Hinkle Budget Estimate: $ 60,000.00 Annual Change in O&M: Location: Events Center 111111111i111 111[1111I0111101' 0111,1,111 1101101.....1.11111011100111111111111111 " 1"1111111 ' 111111 II Yu"A",",""1"" totui D1111111 1111111111111111111 1111111111111 l0000 0000 000 00000 01 11111111„111111111 11"11111111111 11111(1111,v,v,i,v),v1II11.1111. 1 1111111 11 IIII'I'll;11111111I11111111111 I „ '1111111:111111111:;!,I1}II;:j1111111.111111111:1111111111111111111111111111111111111I;tt,j,;:,!Ii11111:1111.111.11;rIIII11. I I 111,11 11111111111111,1 111111111111111111 II 11111111111 11111111111111111111111 111111111111111111111 111 111111 1 1111111111111111 1111 111111 11111111111111111111 1111 1:111 111 111 11111111111,11111 1 11 1 111111111 11111111111111111 I 1 1,11 1 111111 ill 1 111111111111 1 11 1 11111 2202 Total ll II, 1 1 1 11111 11111 111111111,111 $- $60,000 111111111111111111111111111111111111111111111111111111111111111111111 1111111111111111 Iffiffilliffiffimmilll II 11,111111111111111111 11 1 111,1111111 IIIIIIIIII 1 111111111111111111111111111111111111111111111 0 1111 1,11,111.1.11.1111111111 ilidlimmm m111111mm11111111111111111 1 Out Yrs 1111111111111 0111111111.111111111 .11111111111111111111111111111111111111 1 11111111111111111111111 11111111111111111111111 di 111111 111111111111 $- $- $- 1 1111111111111111111111111111,11111 1111111111111111111111, $- 11111111 $- $- $- $- 111111 1 $- $- $- $- $- $- $- $- $- 2018 2019 2020 2021 $60,000 $- $- $- $- $- Annual Cost: ,„,4111,11111111111111,E1 General Fund NA NA NA NA Annual Cost: $60,000 2018 $60,000 $- $- $- $- $60,000 $- $- s- $- $- $- $- $ $-- 111,1:1,,,Ilinill 4111111111 $ $ $60,000 1,1,1,,1,1,11.01.1111.1'111.1.1.1.:III11.1.:1),1),!,!..111.111.:1::,1„,p,!....1),1:11111111,11111.1 2021 2022 Out Yrs Total :.:".:11.:111.1.1.1..111.;(1„!,:1,,,,,,,,,Iiiiiii(dill mii1111,111,111.„1,1„„1,1„1,1„1,1,1,1,1,.,iiiN1,1;1,1,1,1,1,1,1i.111111111.111 111111111111111.1;JJ...1.r.1„1.1.1.1.11(.. 1111111 ill, 1,111111nm I ',;;;;;;,,,',...1,,,,.................,........;:.......................:,..1.).;e„;.i•iiiiiiiii,iiiiiiiiiiiiiiiii)„n1r„;,:!"11,0,11.1,111.1:1:1,1111,1.,1.,1,.,1„1,.uli,:1;;,;).).),„,,.!,:ii),.!„,„::,,I(i,J'iii::11111.11,..11.,,1,;;(1;,i,l)1,!;:..;.,v,);,1),.....;(111,:„;1,1!:;,,;,,,,1,1,.1,11.1.,,1,!:;,::1,,,!,:i.....,:, $- $60,000 .. $-. $- $- $- $- $60,000 Funding Details: 11111P1111O eCt Descri 00 a IIJUStif100 "1011111111 11111111 1111111111111111 Acoustic problems currently exist for concerts, festivals and meetings. Add 3,800 sf of sound dampening boards 11111.11111111111111111111111111111111111,1111111111111111111111111111111111111111111,1,11111„111,111111111101 1111111111111141111111111111111111111111111111111111.111 around all four inside walls of the Events Center. Noes 111 v 0 1111 1 11110,100101 11111111111111111111111111111111111111111111111111,1111111111111111111111iiiiiiiiiiiiiiiiiiiiiiiiiiiiii#01111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111' 11111 111 II 111 111111 11110 1 ii0t1 ..,101111111;11tfilii11'it 111111111111111111111111111iiiiiiiiiiiiiiiiiiii,iiiiiiiiiiiiiiii1iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii11111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 1111111 oovvivv,ivllv,vivlvlivilliiiiilfrv.ivilvIvllilioiliiiDvooi000v00000ll1111111111I000000m000000000l000il,vil000000000000i000iv000000000000mvippillitilli'ililliriol00000'Ioiloill'Io',1J11,1111[N.gllijjjjo fififififififififififififififififififififififififififififififinfilfil,filfilfilifififil fi fififififififififififififilfififififififififilififififififififififififififififififififififififififififififififififififilfifififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififififi , L1.1,1,14 , 111,, q 11110 ;„',; ,1„ v 11, , ,,,;1,11;111111 11111'10„.,11,14 , ,1111111 111 1 111111111'n d ,1,1,111,11 1111, „ 11,1,11111h , 11 ,11,11,11„ 11 1 '11111'111111 '111 11 1110 Y1 0 0010101 0100, 1,1 , 0 0 0,0 00. „,10, 0 00 0111010 100 001; 011111' ' 1111,11111111,11111111','"I'l ip,„1140000000001180T10100000,1„01,01::01,1010000001,0,011,0,0;000:0040000:00t,10,,,00,01,00:000,0111b00:000,„.„0,0000,00001:,1:00000001,d0,,10400001,0001,1000,0000000001.101 1101111111111010,,000000000s00100001,000,000,000000000(00000000101,000010,000000:0,0J1111,100,,„0000000010,0„1,00000,0100,0,00000•010001,0:100„0„ ,,,00,,0000000000001010000,01,00d00,0001,000, 0,010,60010,001,, 1111,00000,0110001000000011010,1 1011001000,10011111011 0000,0100,011,00100001,111„0,1„„,,0„,„1„,,,:,„,01„0„ ,10„,1 Department: Community Services Division: Special Events Estimated Start Date: Useful Life: 20 Capital Type: Replacement Board Goal: GuestSery Project Manager: Rob Hinkle Budget Estimate: $ 150,000.00 Annual Change in O&M: Location: Mobile "r4:00:00,000110 11111111 111,10111111101 1110011111111111111 1111 110 1 11 111 1,1 111 011 lv 100000000 1111111 1111 II III II 111111111111111 111 11111 1 Iv 1 1111 I I 1 1 11 II 11 III 111 11111 11 1 II 1 I II 11 11 111110 1 1111 11 0 11 1 111111 1111111 1 11 1111111 11111 II 11 111 11111 1111 111111 1011 11 111111110 01 Construction: Contingency: Costruction Mgmnt: Design: Legal: Right of Way: Other: 2018 $150,000 $- $- $- $- $- 2019 2020 Out Yrs $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $— $- $- Total $150,000 $- $- $- $- $- $- Annual Cost: ,eneral Fund NA NA NA NA Annual Cost: 11 $150,000 $- $- 2021 $- 2022 $- $- $150,000 /11', 111 1111111',,, 1 ; ,1111111 11111 " ,,, 1,1'11 '1,11 " , 000 ,,,, 10100010,0011,00,0001001001„,1000,000,100000„, 000,000110 111 11111 111111111, in 11,16, , 0111,, „ ,,„, , „ , , „ ,„ 1 ,111,11' ,1„1 , , 01, , ,„ 001:00001101,1110000011,011,11100,10111,10001,14.0000vvvvv. 10,00,0011, 1 1111111111001 1,11111000,0111,00000 fi111111,1 01110'1,,v.,,v0011110111,1011110,0000,001,11,111„„„„„ 11111111,,',1 111 111111111111111,1 ,100011111000,0000,111010,001111111111, 1 1 111111111111111 11111111 ,111,11, 1,1,','„')1111,111 0,'„0000000,00(000i11111111 v 0„0,0001111111111111111010,0„ 2018 $150,000 $- $- $- $- $150,000 2019 2020 2021 2022 Out Yrs Total $- $- $- $- $- $150,000 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $150,000 Funding Details: ""'"'"'''"''"''''''''''''1'1::'"'1111"J111111111"fi111'1111111111fififififififififi1111111111fifiI1111111111fifi1111111111111111111111111111fil1111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111IfififiIfifififififijfijfifififififififififififififififififiIfififififiI11111111111111111fifififififififififififiIfifill1111111111111111111111111111111111fifififi1111111111111111fififififififififififififififififififififiIfi 11111fifififififi fill fi 0111 lid I fififiofillIfififilfi 1111111111110111111110111111111111,1100100011„011„ Current stage has safety issues. Determined not to have permanent stage installed at Bond Park so stage can be utilized in multi le locations 'ilia II oto 37 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By 0 2017 X 2018 TOWN or rsrEs PAR1K Barn Painting $30,000 Community Services Events Rob Hinkle Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal 2 X Capacity Expansions — MaintainingExisting Service Levels with Increased Service Demands — a currently existing program/revenue/expense El Service Expansions — Offering New Services or Levels of Services El Service Reductions — Reductions / Discontinuance of Existing Service Levels El Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The proposal is to create a budgeted expense for the painting of horse barns at the Events Complex. The barns' exterior paint is in bad shape and is a poor reflection on the Town and the events being held at the Events Complex. The need exists to paint them in order to continue to provide our best guest services to maintain and attract new shows. Page 1 of 5 38 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This will create a new expense but will help maintain existing facilities. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy x Infrastructure x Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101 - 5500 - 455 . 25 - 02 $30,000 _ ( ) ( ) ( ) ( ) (Attach additional sheets if necessary) ) Page 2 of 5 39 Please return completed form to: Finance Director, Finance Dept or email to DHudson@Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 3 of 5 40 Fleet Review and Comments on Vehicles/Rolling Stock Proposals ❑ NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals ❑ NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 5 41 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 5 of 5 42 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Real Time Passenger Information Service $8,300.00 annually Community Services Transportation Brian Wells Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense X Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE impact - Total # FTEs Increased or (Reduced) 0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Requesting the re -installation of Real Time Passenger Information (RTPI) service through RideHop (vendor). The Town last tried RTPI in 2015; due to the vendor's inability to provide service, they were released. Technology has improved and simplified since that time. RideHop has a simple system that is flexible and user friendly for passenger and the Town. RTPI helps passengers know when the next shuttle is arriving. Use of RTPI reduces calls to Visitor Services (VS) staff and makes the data available outside the VS hours of operation (increased availability). Administratively, the Town can track bus location without having to call the driver and monitor driving speed. Page I of 4 43 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The new vendor does not have equipment to install on the buses (saving money and time); the system only uses iPads with cellular connectivity. The upfront costs and annual service fees are lower than other current providers. The mobile application allows for sponsorship opportunities to help offset the costs through banner recognition. The Town's estimated expense, with offsetting sponsorship, is estimated at $8,300 annually. The project will be administered by the Transportation Program Manager. No impact estimated on Fleet, IT, HR, or Facilities Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure X Exceptional Guest Services ❑ Public Safety, Health and Environment X Outstanding Community Services ❑ Governmental Services and Internal Support X Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101 - 5600 — 456 — 22 — 13 $ 8,300.00 ( ) ( ) ( ) ( ) ( ) ( ) (Attach additional sheets if necessary) Please return completed form to: Finance Director, Finance Dept or email to DHudsonAEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 44 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Kevin McEachern Date: August 17, 2017 IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Page 3 of 4 45 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer_ Date: August 17, 2017_ Page 4 of 4 46 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Transfer General Fund sales tax to parking garage project $400,000 NA NA Duane Hudson Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) NA Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense X Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) NA Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. A detailed memo explaining the purpose of this proposal is attached to this form. In summary, the proposal is to transfer $400,000 from the General Fund into the Community Reinvestment Fund to partially restore the expected Parking Garage project surplus instead of using all of the lease purchase proceeds. Any excess loan proceeds would then be set aside in a reserve for refinancing the lease purchase arrangement. Page I of 4 47 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) Reduces funding available in the General Fund by $400,000 for other one time uses. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy X Infrastructure ❑ Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase $ Decrease 101-9000-491-90-04 _400,000.00 ( ) 204-0000-391-91-01 _400,000.00 ( ) ( ) ( ) ( ) - ( ) (Attach additional sheets if necessary) Please return completed form to: Finance Director, Finance Dept or email to DHudson(aDEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 48 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: DH Date: _10-9-17 IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: DH Date: 10-9-17 Page 3 of 4 49 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: DH Date: 10-9-17_ Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: DH Date: 10-9-17 Page 4 of 4 50 Report To: Through: From: Date: RE: Honorable Mayor Jirsa Board of Trustees Town Administrator Lancaster Duane Hudson, Finance Director Oct 13, 2017 Parking Garage Budget Surplus Present Situation: As the parking garage neared completion this summer, staff began looking at the project budget and any surplus funds that could be redirected to other purposes, such as matching funds for the electric trolley grant application. During this process, it became obvious that there was a discrepancy between the original parking garage financial plan and what was actually included within the adopted budget. The official parking garage financial plan used by Public Works had projected surplus funds of approximately $490,000 more than the formally adopted budget. Apparently, the actual budget got out of sync with the official financial plan being used by Public Works. The net result is that the Town has sufficient funding to complete the project but will not have as much surplus as originally anticipated. After detailed investigation, it was determined that there had been an error in the amount of the parking garage project budget that was rolled forward year to year, culminating in the rollover from 2016 into 2017. The project's original financial plan had anticipated using $1.76 million in General Fund sales tax revenues in 2013 and 2015 but the actual amount used by the project was only $1.27 million. Instead of transferring the unused sales tax money to the project fund, the unused funds fell to the fund balance of the General Fund and were re -appropriated in 2014 and 2016 for other purposes, resulting in the difference mentioned above. This should have been caught as the final project budget was calculated at the end of 2016 but it was not, leaving Public Works with the impression that they still had the full $1.76 million in sales tax to work with. However, as a result of the unused General Fund sales tax dollars not being earmarked for the project, the project will not have the amount of surplus funds originally anticipated. 51 Options As a result of the decrease in General Fund sales tax contribution to the project, the Town Board has the following two options: Option A) — The Town can use the lease purchase financing to complete the project, realizing there will be less in budgetary savings than Public Works had been expecting. Based on current project cost estimates, the current lease purchase financing is sufficient to cover the remaining costs of the project not covered by grant proceeds. Option B) — The Town can transfer General Fund sales taxes into the Community Reinvestment Fund in 2018 to partially make up for the unused 2013 & 2015 sales taxes. Currently proposed in the 2018 budget is a $400,000 transfer of sales tax monies from the General Fund to the Community Reinvestment Fund to partially make up for the 2013 and 2015 sales taxes. This money would be set aside in a reserve and used to refinance the financing arrangement when market conditions become favorable. This transfer will result in unused lease purchase proceeds similar to the amounts expected. Disposition of Unused Financing Proceeds As discussed during presentation of the financing arrangement back on Oct 11, 2016, there are legal limitations to what any unused proceeds can be spent on. At this stage of the project, if there are unused proceeds, they are required to be used to pay the next debt service payments until the proceeds are all expended. The excess proceeds are held by the trustee bank in the construction account until the debit payments come due and then the trustee simply remits the amount of the next payment to the paying agent instead of the Town remitting funds from its own accounts. This process does not pay the financing off early but rather documents that the funds were properly used for eligible costs. To pay any structured debt off early, such as bonds or a lease purchase arrangement such as this, the debt must be restructured through a "refinancing". This is basically using a new financing arrangement to pay off the old one. Structured debt, such as a bond or a lease purchase arrangement of this nature, is generally not held by one investor but instead it is packaged and sold off in pieces to other investors. To retire a portion of the principal early, all of these pieces must be paid off and pieces of the new debt sold to new investors. Because of this structured debt arrangement, paying extra towards principal on each due date does not reduce the principal outstanding. The extra money just sits in the paying agent's account until the next payment due date. With this understanding, the ability to reduce future interest costs with unused proceeds are minimal. If the amount was large enough, we could set it aside in a reserve with the intent to explore refinancing once the debt becomes eligible in Jan 2022. I specifically negotiated that there will be no penalty if the Town chose to refinance the obligation so we will not have to pay a premium to the investors just to pay it off early. In exchange for this, we had to agree to a minimum term of five years before we could refinance. 52 There is a mechanism called an "advance refunding" that could get around the five year term but this would have to be explored in detail before I could commit that it is a viable option. If the savings are significant ($400,000 to $500,000 or more) this might be worth exploring. Also, keep in mind that any new obligation will be at the interest rates in effect at the time of the refinancing and that the interest savings must exceed the issuance cost of the new financing arrangement. Refinancing of outstanding debt can be a powerful tool to reduce interest costs but it must be used carefully. Future Prevention: As a result of this, staff developed two processes to help prevent a similar occurrence in the future. First, the process of adopting complete project budgets up front will help make sure the full project budget is included in the project rollovers at the beginning of each year. This project had originally been budgeted across multiple years, with a portion budgeted to be completed each year. If the amount was not fully expended in any one year, the unused budget needed to be rolled forward and added to the subsequent year's portion of the project budget. Budgeting for the project across multiple funds and estimating year end accruals further complicated the roll forward calculation, ultimately resulting in the discrepancy noted above. Second, Public Works and Finance will resume quarterly project status meetings to review the financial status of projects per the Public Works project tracking worksheets and the formally adopted budgets in the accounting system. The Public Works project tracking worksheet for the parking garage had the correct remaining budget amount based on the original plan but the actual financial budget had just gotten out of sync with it. With these two processes in place, a similar occurrence would be detected much earlier or even prevented entirely. Action Recommended: In the proposed 2018 budget, a $400,000 transfer into the Community Reinvestment Fund has been included to partially replace the 2013 and 2015 sales tax portion of the project budget. This will effectively restore the expected project surplus. However, since there is sufficient funding in the remaining proceeds to complete the project, this transfer is at your discretion. If you chose not to do this transfer, additional one time projects could be added to the General Fund budget for 2018 in lieu of this transfer. 53 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 l 2018 " 'OWN OF TES PARK,,_ Visitor Survey $15,000 Legislative Jackie Williamson Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 1 Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels El Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Mayor Jirsa requested the Town participate in a Visitor Survey in partnership with other local entities in 2018. Page I of 4 54 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) None identified at this time. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. LI Robust Economy ❑ Infrastructure O Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase _101_ - _1100 _ - _411._22-_98 15,000 (Attach additional sheets if necessary) $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson(a,Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 55 Fleet Review and Comments on Vehicles/Rolling Stock Proposals ❑ NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals ❑ NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 56 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 57 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 x❑ 2018 Planning div. — add Environmental Planner (Floodplain) pos. $114,361 Community Development Planning Randy Hunt Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal x❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 1 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. For several years, the Environmental Planner (payroll classification Planner III) position has existed in connection with flood recovery, mitigation, and resiliency efforts. The position has been entirely grant funded; however, those funds reach an end on Dec. 3 I , 2017. The request will allow the Town to retain this position with current levels of service and duties as they have been performed in recent years. Floodplain management is a crucial function for the Town generally (e.g., it is required for participation in the National Flood Insurance Program). This is especially true in the next several years, as we address multiple concerns with new FIRM maps and hydrology. Page I of 4 58 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The salary part of the request is $76,080, which is $72,457 [midpoint of T&P 7 grade assigned to Planner III classification, plus a 5% increase after six months per standard HR policies.] The remainder of the $114,361 total would be allocated to benefits. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy x❑ Infrastructure ❑ Exceptional Guest Services x❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number _101 _ - _1600 - _416.11 _-_02 (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase 114,361% % % 0/0 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson ac Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 59 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 We would need to have a job analysis done to clarify the need and justification. Need to understand impact of not filling position as a FTE versus job sharing with current staff or outsourcing duties to a consultant. Proposed cost need clarification — seems low. Salary for a Planner III at 20% of the grade with benefits included would be an annualized cost of around $ 1 02,210. IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal xx Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Alan Fraundorf Date: _8/16/2017 Assumes existing PC and phone Page 3 of 4 60 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer Date: August 17, 2017 It is assumed that this position already has dedicated work space and no new office space is proposed. Page 4 of 4 61 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 x❑ 2018 lOWN or SIDES PARic. Planning div. — Legal services increase $35,000 [net increase $5,000] Community Development Planning Randy Hunt Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal x❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. EVDC amendments have been moving at an unusually rapid pace, beginning in 2016. There is no clear end -date for the rapid amendment process, but it will likely be years before the pace slows. Each amendment requires legal review by the Town Attorney. The increase is requested in order to ensure legal review stays abreast of staff -initiated changes. Page I of 4 62 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) Operations will be kept on track with the increase. If legal review funding should run out, the pace will be slowed. EVDC Code changes are an identified Goal of the Town Board, per preliminary discussion on July 6. Funding is partly GF and partly CD Dept. fees, especially Planning division fees. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. x❑ Robust Economy ❑ Infrastructure ❑ Exceptional Guest Services ❑ Public Safety, Health and Environment x❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 1600 - 416.22 - 08 (Attach additional sheets if necessary) $ Increase _5,000 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 63 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Kevin McEachern Date: August 17, 2017 IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Page 3 of 4 64 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer Date: August 17, 2017 Page 4 of 4 65 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 x❑ 2018 TOWN car ' ES PAI I Building division — Contract — add temp services Records Mgt. $60,000 Community Development Building division Randy Hunt Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense x❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Building division will take on added field and office duties in 2018 and 2019, due largely to the vacation -homes building -code amendments authorized by Town Board in May 2017. The requested contract funding is for office assistance (records processing, scanning, etc.), which will free up other staff to address VH matters in the office and in field inspections. The 2018 request would be repeated at the same level in 2019, which will mark the end of the added VH duties, as all life -safety surveys and most change -of -uses for VHs will be completed by end of 2019 in accordance with the code amendment. Page I of 4 66 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The request will add one temporary staff person to the Building division for the 2018 budget (and, if approved next year, for 2019). Increased level of service will result in Building division as a whole, by allowing reallocation of staff time and resources to temporary VH- related duties. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. x❑ Robust Economy ❑ Infrastructure ❑ Exceptional Guest Services x❑ Public Safety, Health and Environment ❑ Outstanding Community Services El Governmental Services and Internal Support El Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number _101 _ - _2300 - _423.22_-_13 (Attach additional sheets if necessary) $ Increase $ Decrease _60,000 ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonAEstes.ord. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 67 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Kevin McEachern Date: August 17, 2017 IT Review and Comments on Technology Proposals ❑ NA — No technology changes included in proposal ❑ Green Lighted xx Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Alan Fraundorf Date: _8/16/2017 Unclear if a new PC ($1200-$ 1500) and new phone ($425) is required. Page 4 of 5 68 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 It is HR's understanding that the individual to be contracted for this position is currently working for a temp. staffing agency. By hiring this individual directly it may expose the Town to direct hire fees from the staffing agency in the amount of 20% of the annual contract/salary. We would also like to have a job analysis to confirm the need to outsource. Proposed cost needs clarification and dollar amount seems high. Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 Does not indicate if this position will utilize existing office space, or have a need for additional office space. Page 5 of 5 69 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 2018 TOWN 0 , ESTES PARK Restore full time position removed in 2009 $52,648 Community Services Department Visitor Services Teri Salerno Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense E Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) .25 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. When the Town created the Convention & Visitors Bureau in 2004, and Visitor Services became the Town's responsibility (moved from the EP Chamber of Commerce), the Visitor Center was run by two full-time, year-round staff, along with the f/t VC Coordinator (me). Within a short time, it became obvious that the team needed more staff to accomplish the work in VS, and the team received approval to add two part-time, year-round positions. In the fall of 2009, when one of the original f/t staff left her position, Admin L. Richardson required that the f/t position be replaced with two p/t temporary, un-benefitted positions that can only work from Mar I — November 30. Ever since this staffing change occurred, it has been a hardship on VS and has made the team draw on winter seasonal staff, the two part-time staff, and the VS Mgr to help cover the VC during the months when the temporary staff cannot work. When an illness or staff emergency occurs, there is not enough staff to cover the VC and accomplish the other work that must be done. As the VC has increasingly gotten busier over the years, this situation has magnified, pulling the VS Mgr away from management tasks. Additionally, staffing the VC with nearly all part-time staff (there is only one f/t staff, with two p/t, two p/t temp, plus summer & winter seasonal) is difficult when working in this ever -changing, demanding environment. It has a negative effect on continuity of work, creates multiple mgmt challenges: for example temp staff are not included in the review process, nor receive merit increases for good work. Restoring the two temp. p/t positions to one, f/t position will be a better fit for the needs of the team. We have been fortunate that the temp. position has often been filled with Vame people from year to year, but the team would function better with one f/t year-round ion, filled w- the same person, instead of two p/t temporary (potentially changing) staff. Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This would become a recurring personnel expense each year. Cost would potentially go up incrementally as staff receives annual (COL and/or merit) increases in pay. The funds currently used to pay the two p/t temporary March — November positions would transfer to the one f/t position; therefore the months of December, January and February, or .25 of staff wages / .25 FTE, would be the net increase, plus any increase in hourly rate, plus the cost of benefits. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure Exceptional Guest Services El Public Safety, Health and Environment ®] Outstanding Community Services El Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101-2600-426-XX-XX (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase $52,648 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson(c�Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 71 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 A Job Analysis should be done to confirm need. HR needs to understand the impact of the Parking Garage as it relates to the Visitor Center and where that is impacting service or expectations. For example where is this negatively impacting quality, customer service and revenue expectations (ie. gift shop). Overall not enough information to understand the reorganizational changes being proposed. OT analysis done is minimal — Elaine has 1.25 hours of OT YTD. IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: 8/16/2017 Page 3 of 4 72 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 No mention of any increase in office space, so it is assumed that the existing arrangement is adequate for this full-time position. Page 4 of 4 73 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 2018 Seasonal p/t Staff Request $7,207 Community Services Department Visitor Services Teri Salerno Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 2 Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ,E1 Service Expansions — Offering NewServices or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) .25 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. In the current volunteer environment, volunteers require more flexibility in when they volunteer, yet the VC has a structured need because of the hours the VC is open. There are times when there are no volunteers to take a shift, and staff must cover. This happens more frequently under the new expectations of volunteers and ultimately affects the VS mgr when the VC is short-staffed, the mgr must cover. Additionally, staff cover the information front counter every evening from 5 — 8P; volunteers do not work in the evening because they prefer the day shifts when the VC is busier. If the hours of the VC are going to remain as they currently are in the summer season: Open 8A — 8P Mon — Sat, and 8A — 6P Sun, another part-time seasonal staff is needed to ensure adequate coverage of the VC. Currently, the 3 p/t seasonal staff are often working over 20 hours a week, usually around 25 and sometimes as much as 30+. Additionally, foot traffic at the VC is expected to increase with the new parking garage, plus RMNP and the Estes Park area are becoming increasingly busier with every passing year. 74 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This would become a recurring personnel expense each year, as long as the position is filled. Cost would potentially go up incrementally as returning seasonal staff receive annual increases in pay. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure Exceptional Guest Services ❑ Public Safety, Health and Environment O] Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101-2600-426-11-03 (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase $ Decrease ok $7,207 ( ) ( ) ( ) ok ( ) cyo ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 75 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 HR would like to know how this impacts the staff versus having the Visitor Services Seasonals work a few more hours a week. Is this feasible or are there scheduling limitations that make this impossible that quantify the additional PT Seasonal? IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Alan Fraundorf Date: 8/16/2017 Page 3 of 4 76 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 There is no mention of office space for this seasonal position, so it is assumed that existing space is adequate. Page 4 of 4 77 TOWN OF ESTES P Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By 0 2017 x 2018 Event Operations Operations Staffing $57,585 Community Services Events Rob Hinkle Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 1 Type of Proposal x Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense El Service Expansions — Offering New Services or Levels of Services LII Service Reductions — Reductions / Discontinuance of Existing Service Levels El Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 1 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. As the Events Division continues to expand its service to serve an increasing number of events year-round, there is a need for more full-time staffing. The proposal is to change one of the existing seasonal operations workers to a full-time position. Page 1 of 4 78 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) Changing one of the existing seasonal maintenance worker positions to a full-time position will allow this team to be more appropriately staffed in the non -summer months. This correlates with increases in building rental revenue and venue rental revenue, as well as a reduction in overtime costs for both seasonal and full-time positions. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. El Robust Economy ❑ Infrastructure El Exceptional Guest Services El Public Safety, Health and Environment x Outstanding Community Services El Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Personnel Allocation Ratio Chgs Account Number (if applicable) $ Increase 101 - 5500 - 455. 11 - 02 101 - 5500 - 455 . 11 - 03 101 - 5500 - 455 . 11 - 04 (Attach additional sheets if necessary) $ Decrease ( ) (_ _) Please return completed form to: Finance Director, Finance Dept or email to DHudson@Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 79 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 HR would need to have a Job Analysis done to confirm need. Also need clarification if this is a SEASONAL position or TEMPORARY position that would be potentially reclassified as a FULL-TIME benefit eligible position. Cost of position at 20% of grade with benefits = $47,452. Average cost of seasonal $6,655 (@$11/hour for 14 weeks) No revenue/financial information included for justification (please include). IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal ❑ Green Lighted xx Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: 8/15/2017 Unclear if a new PC ($1200-1500) and a new landline ($425) are required. Page 3 of 5 80 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer Date: _August 17, 2017 Page 4 of 5 81 Executive Summary The Event Division's Operations staff is responsible maintaining Town event facilities, as well as setting up and operating facilities before, during and after events. As the number of events that this team works with has continued to increase, the current staff has been spread thin, particularly in the non - summer months. Starting in 2018, one of the seasonal Event Maintenance Worker positions will be replaced with a full- time Event Maintenance Worker position. Objectives Increase the number of staff members qualified and capable of setting up for, maintaining and tearing down after; increase the number of events the staff can effectively contribute to; reduce the need for staff to work overtime. Present Situation: Presently, the number of events operated by the staff requires more staff hours than are available, particularly in the non -summer months. This has resulted in all operations staff working overtime. Additionally, the number of events, and consecutive event days (including weekends), have placed undue burden on the operations staff and Operations Manager. There is a need for additional full-time operations staffing in order to adequately cover the number of events and event days on the calendar, particularly during non -summer months when seasonal support staff are not available. What has changed? With the addition of the Events Complex, which has opened the door to more -year round events, and the effectiveness of the current Events Division staff, the number of events being operated by this division has increased each of the last two years. Recommendation 1. Replace one of the existing temporary (6-month) Events Maintenance Worker positions with a full-time Events Maintenance Worker position. Advantages • Decrease the need for staff overtime • Increase the number of events the staff can effectively operate, which correlates with increased departmental revenue • Provide the opportunity for more regular hours and time off for staff, particularly during the non -summer months. Disadvantages • At least in the first year, this would project to still have an increase in the division's overall budget Page 5 of 5 82 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 TOWN OF ESTES PARK Events Exhibit/Display $6,000 Community Services Events Rob Hinkle Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) 4 Type of Proposal X Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. The proposal is to create a budgeted expense for maintaining displays for all Town Events. Specifically, there is a need for materials that aid in the professional presentation of the Catch the Glow Parade, Elk Fest, the Wool Market, Tree Lighting, and Winter Festival. Additionally, this budget item will provide the funding necessary to hang banners on the parking garage. Page 1 of 5 83 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This will create a new expense but will improve and help maintain the appearance and public presentation of the parking garage and many signature events throughout the town. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. Li Robust Economy D Infrastructure x Exceptional Guest Services El Public Safety, Health and Environment Li Outstanding Community Services El Governmental Services and Internal Support LI Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 5500 - 455 . 26 - 15 (Attach additional sheets if necessary) $ Increase $6,000 $ Decrease ) ) ) ) ) ) Page 2 of 5 84 Please return completed form to: Finance Director, Finance Dept or email to DHudson@Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 3 of 5 85 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 86 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 87 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By El 2017 X 2018 TOWN or ESTES PARK,,_ Events Complex Landscaping Community Services Events Rob Hinkle Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal Li Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense x Service Expansions — Offering New Services or Levels of Services 1:1 Service Reductions — Reductions / Discontinuance of Existing Service Levels El Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) Explanation of Proposal- Narrative explanation of the proposal, why needed, impact, etc. The proposal is to create a budgeted expense for the purchase of landscaping supplies on the Events Complex property around the horse show arenas,. Page 1 of 5 88 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This will create a new expense but will improve the appearance of the property. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure x Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services ❑ Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 5500 - 455 . 26 - 10 (Attach additional sheets if necessary) $ Increase $5,000 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Page 2 of 5 89 Please return completed form to: Finance Director, Finance Dept or email to DHudson@Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 3 of 5 90 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: IT Review and Comments on Technology Proposals X NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 3 of 4 91 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Date: Page 4 of 4 92 III ii ul II �., 1111111IW�, VI V 11dN II Ipll Ill. C 1,IIIlI�Ii011111„lI II T,,l�'"i�"fI�Illllu°�'41"r�lll�Il!"hll,�r�ll�mllllil'�19`i`r�''�I'IVI�t��'d'ul,lYrl'�V"Yip)iiy�'�I''I°�,�IIII'I'�l°(f(I� Pm I� u,1„u I IIIxIn I°u 9iil Illlliull 191,d ,ii,„II ,rco IIIIVill,jllh�ll III IYIIIjIjIIII Il�,ellallu��h"� Department: Division: Useful Life: Capital Type: Board Goal: Project Manager: Budget Estimate: Location: Annual Change O&M: Community Services Events 10 years Replacement and New Strategic Plan Rob Hinkle $ 40,000.00 Events Complex I'WII. 1I1,31 IIM 00 II IIIIIIIII IIIII 1 iiiiiIIIII 1 IIII oa I n, II Ilu Milli ,ul lllluuuu , IUD ru Ilion )�� tlJ IIII , III 0If ,7 II IIIYh , � n » hllllll d dl �179i V m J IIII u➢ I III I I (I uu V Jfl J uh P I J �1 l I I u III i r I lull I I I I IIIIIIIIII 11 III I I 7P II li I II l it I II I I �� I I I III i G pp�if f a III I rl I � I � II„I I,,, ., lllldl ouu V u l 1 1 h Ili IIIIIII III IIIIIII I � � � I IIIIIIIII � ,IIIII ¢ III II ulllll I �I IIIIIIIII � IIIIII I ) � I1II II 6 � II Il. +,, I �I I I I I I VI lal i III Ill ( „ c IIII �I I ➢ I IIIIII 1 IIIIII (II � 1 '�Ir�R°1�glilbili��IIIl�1�h��II�IIIIIII��IIQIdd�tiIM1�IIIII�III�IIIIiilu�Illhl�l�(uldllllhr„Ilulllgal))IILV�l11�IIN����l��rd(,41�IIuIrrRl�n1�„"°u�l��„U�����1����lllh�l!}tllilll�kl�l�riR����'I����� IIIII(�,III,II(lui'Jr,,,,,,Vlll, 2017 Construction: Contingency: Costruction Mgmnt: Design: Legal: Right of Way: 2018 $ 40,000 2019 2020 2021 Out Years Total 40,000 Annual Cost Ih���;whhllllll��lltin;d�llll�k�> I yi1� 1n�dl 1,11, �� �J $ - $ 40,000 $ VIIPIINIIII14 ,ull ll IIII uullll lull IIIIIIIIII 11liiiiYl°ll Illulllllll�lull llllllJ !II I• l u Cilq'i IIII IIII ( 111 uIpIIlI�IIIIIIIN»ullpllllllQil 111111ump ll 11111111111111111111111111111111111111111111111, III ll, �I jN'I (II!111�11III °t1 Vf' 1�', (rl1l111 I II Ili lu uu lul illl IIIII u1IIIIIIIIl IIII n111111111 11I,11111111�I, l�li�i�l}"QV PNfIYd1J;u�Nluuulldl IIIIIIINnII(I! .,i.IIIIIIIIIlIlluuI uI IlIllIuI iIuIoll I11m1 I°I,°l.°l°I°J IIlIUpRIpIlll IIII'll'IIIw�� 1IIUIaI�IIIlII lIIIIIIIIIIIII III1111111111111111111111111111111111111111I IIIIIIIII IIIIII IIIIIIIIIIII�I''IIM1I?ullPlllJ�l°1I IIIII�I,l,llull IIIIIIIIIIIIII IIIIIIIIIIPIII 2017 General Fund 2018 $ 40,000 2019 2020 2021 III $ - $ 40,000 rlllnl a II IIIII f� IIII 1 I 1 IIII. III „ I Iluuullllulll h�IIJ 1L'�'All p III II I II� I I �i IIj II �I� Ilhlll I IIII I IIIIIIIIIIIIIIIIIIIIIIIII II I I I I IIIII II I. I .suuuil . I I I I I 9 1 II, d IIh Irrl II (I IIIII h II I I I 1, � 4 I I „LIII Illlluuul l II I II 1 IIIII I II IIIIIII 1 4d 11, ( � I III � I I I MI h. II II h I I u I Iii� J�IlI IlllllilrI I I��L I ll 111 a���l lh Out Years Total 40,000 Annual Funding: $ 1llllllyhi((' � f 101h11�1(il11 li 111 l+ V I y IIIIV4!IIIlu1 will Jlpl II III IIIRfJJJIII II IhIIIIIIIYIIIII"°'IIIII fill lllllll!!lllllllulll IIIII »ulllllllll l l((1pII1�1�1I1I1111 au( II IIIIIIIIIIIIIIIII I(uPI u,ulw,iul liii10iill,111111111111 I111111111iijiilllllllllliuullllllull I;Illllllllllll $ 40,000 $ $ 40,000 I �„ I u ,� Lllllluuul.uu llm Ilulouu I I I ul ullulYull I I Ihl ll IIIIIIL 1 hl ul II V I II IIIIIIIIII IIIIIII adll I ItlP IIII ii?, IV W h IJ IIIIII IIIII f Illll I 1111 II II 1 d 1 III IIIIIIIII � IIIIIII,,,,........ b . I uuul. I II 1J III I I I I I rlil I ( I IJr 11 II IIII ( IIIIIIIIIIIIIIIII I I II 7 L I I I% � ul uuu I II IIIIIII I IIIII IIIIIII III !! ld III I I P,a l » IfII l l IIII y� I 1 Ip� I» » IVI� VLI'llu�il`Ilillllllll ,.�,. IIII IILII IIIII IIIII» ullllllllll )1 LIIIIk';I� LI, 11111..I; III »;zWlull IIIII ''"b"''"i(Ililli%iilllllllllllll Illllllllllllhllllllllll �ll IIIII I IIIIIII IIIIIIIII pi(IIIIIIIII 111 „„11lpllluuluou!!Illllllllp IIIIII IIII I I(IUIY.f IIIIII, Ili III II IIIIII II I ! I L, IIII III I 1 IIYf pIII IIIII I IIII � „ I I ,,,I I�IuIIIIIIIII,�,�ll! �MI II 1111111111111111111 1111111111m)11,11 hdlll rJl1 dl IIII ..IIII 11 „111III1JoIINrlli(,1IW1 III rrrrrr 1,h;ld��q�l�pJllllllllllllllllllll J IIIIL Illu ;; IIIIII u1ul 111(11,11 111111111111 Hire a design firm to complete a new Events Complex Master Plan to address the future growth and planning of the Events Complex. This alligns with the strategic plan for Community Services in 2017 and will help prioritize future capital projects over the next 5-10 years. This plan will address rehabilitation, replacement and new capital projects. IIL. I I II IIIIIII I II I, I uI IIIIIIII IIII uuuuuuuu IIII uuum II I , u I mrwu uui.uuuu,,l I IIII I , II III IL,.,,,,. II,Jlliuullllll I u llo l ,II „I I I I II IIIIII III II IIIIIIIIIIII I Ilf udlllllllllllllllllllll III(Il III III III J (1(mllhll ulVull111. VY}Jl IIIIIIIIIIIII,I,.I 1III II 6h ul I�IIIIIIIIu 11,,. Illy ullllh IIIIII �1111I IIII I ,, IV16 IIIIIIB�I II 11111111111111111111111 IIII BIh�ou�nIpII1Ilul unrllllld., I»,I�I.����111wIIIIIIIIIII�����111����IInI�GUINII,.,,ndl�lll�� IIII uu ��nwnuu Imm �lllu ll!IQulrf(„ III »IVJ d.,lu�l�b uul IIIL:JIru��UI����I����IIIlIII4Y.. 93 N ()y F.,S]"T'S' PACvI Personnel Position Change Form 2018 Seasonal Transit p/t Staff Request $6,504 Community Services Department Transportation Teri Salerno Department Priority — Rank Ofthis request among all Ofthe Department's Service Proposal Changes /1 i8highest, must beprioritized) | Type of Proposal L1 Capacity Expansions —Maintaining Existing Service Levels with IOC[e8S8d Service Demands —Gcurrently existing prOg[GDl/PBV8DUe/eXp8DSe Service Expansions — Offering New Services O[Levels OfServices F-1 Service Reductions — Reductions / Discontinuance OfExisting Service Levels 1:1 Strategic P|8O Initiatives — |Dlple0HDt8d Board Adopted Goals and C}hieCtiV8S FTE Impact - Total # FTEs Increased or (Reduced) .25 Explanation of Proposal - Narrative explanation Ofthe proposal, why needed, impact, During the season when the shuttles are running, the full-time Transit Program Manager JPM) generally works Thursday — Monday, with Tuesday and Wednesday off. On the days when the TPM is off work, pressure is placed on the Visitor Services staff to handle issues that arise within the shuttle system. Visitor Services staff are already stretched thinly and cannot fulfill the same tasks the TPy1 does on days when he is working. This situation creates uvoid for the shuttle drivers and guests riding the shuttles. The TPM is often outside, managing issues that arise and ensuring that the system runs smoothly. The TPM assists drivers, answers guest questions, helps with lost and found itonns, and noukea sure maps are stocked. Having part-time seasonal to work, on theTPM's days of[ plus another half day with the TPM, would alleviate the void that is created when the TPM is not working, AddidonaUy, this staff could also be available to assist when the TPM takes well -deserved leave time, is sick or has an emergency that takes him away from the workplace. Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) This would become a recurring personnel expense each year, as long as the position is filled. Cost would potentially go up incrementally as returning seasonal staff receive annual increases in pay. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure D Exceptional Guest Services ❑ Public Safety, Health and Environment Outstanding Community Services ❑ Governmental Services and Internal Support DI Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101-5600-456-11-03 (Attach additional sheets if necessary) Personnel Allocation Ratio Chgs (if applicable) $ Increase $6,504 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson(a�Estes.org. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 6 95 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 This is an unclassified position so would need to do a Job Analysis and a comp study (to confirm pay). This would be a TEMPORARY employee versus a Seasonal employee because there is no PERA exception for this new position. Additional costs would include PERA @ 13.7% of base salary. IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal ❑ Green Lighted xx Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Alan Fraundorf Date: 8/16/2017 Unclear if a new PC ($1200-$ 1500) and new phone ($425) is required. Page 3 of 6 96 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal X Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 I am assuming that this part time position will share the office of the Transportation Manager. Page 4 of 6 97 Executive Summary The Estes Park Visitor Center (EPVC) serves as the hub for the Town Free Shuttle system. The Town is currently exploring ways to expand the shuttle system, exploring different avenues for this to occur. An increase in staffing at EPVC for the Transit Program is needed to meet the demands of continually growing visitation. The new parking garage that opened July of 2018 (with a net increase of 300+ parking spaces over the previous surface parking lot) is expected to increase the number of people who come to the EPVC, especially during the busy summer months, to ride the Town's Free Shuttle System. In 2018, one part-time seasonal staff will be added to the Transit program. Objectives The main objective is to provide better service to the guests who ride the Town's Free Shuttles, by providing support for the Transit Program Manager (TPM) on his two days off per week, as well as during leave time, illness and emergencies. On work days, the TPM is often outside working, assisting guests with shuttle inquiries, helping the shuttle drivers, dealing with lost and found items and restocking shuttle maps. A part-time staff can fill this gap when the TPM is off work. Present Situation: The TPM has no one to fill the service void on days when he is not at work, and this creates a hardship for guests with shuttle inquiries and shuttle drivers who need assistance with various issues. What has changed? The EPVC has increasingly gotten busier since 2006 when the new Visitor Center was first opened, and the Town Free Shuttle system continues to grow. It is time to acknowledge the service gaps that occur when the TPM is not at work, for there is no one to fill his role when he is away. With increasing visitation expected to RMNP and Estes Park in coming years, and the with the addition of the new parking garage, more shuttle riders are anticipated. Recommendation Add a part-time Transit seasonal staff to the Town Free Shuttle system. Advantages • Eliminate the service gaps that occur when the TPM is away from the workplace. • Relieves the pressure on already stressed Visitor Services staff by having staff every day at the EPVC to provide service to guests, shuttle drivers, etc. • Decrease the number of extra hours worked by the TPM. Disadvantages • Increase to the personnel budget. ImlJiementatlon Current Position Future Position Notes None One part-time seasonal staff To increase services levels within the Transit system Future The intent is for this change in staff to be a permanent revision. Page 5 of 6 98 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 TO N or ESTES PART Additional Shuttle Services; September Special Event $ 15,450.00 (one additional weekend, Fri -Sat -Sun) Community Services Transportation Brian Wells Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal ❑ Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense X Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) 0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. Adding one additional weekend of service to the current shuttle program. Recommending Fri -Sat -Sun service to correspond to heavier weekend visitation. This estimate is for one weekend only; recommending the service matching the Fine Arts and Crafts event weekend. Same operating hours, stops and routes as summer service to prevent rider confusion. This estimate is for one weekend only. (Additional weekends may be added at the same rate.) Our trolley has traditionally served special event weekends in September, Sat -Sun, and that expense is already reflected in this request. Residents, guests and businesses have requested this service for the past few years. Our attempt in 2013 was cancelled due to the flood. Page I of 4 99 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) Costs include contracted service hours, bus leases, and fuel expense over $2.50 a gallon. The Town's estimated expense is estimated at $ 15,450300 per weekend. The project will be administered by the Transportation Program Manager at no additional expense. No impact estimated on Fleet, IT, HR, or Facilities Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy ❑ Infrastructure X Exceptional Guest Services ❑ Public Safety, Health and Environment X Outstanding Community Services ❑ Governmental Services and Internal Support X Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number 101 - 5600 — 456 — 22 — 60 (Attach additional sheets if necessary) $ Increase $ 15,450.00 $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudson(a�Estes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 4 100 Fleet Review and Comments on Vehicles/Rolling Stock Proposals X NA — No rolling stock included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Kevin McEachern Date: August 17, 2017_ IT Review and Comments on Technology Proposals xx NA — No technology changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: _8/16/2017 Page 3 of 4 101 HR Review and Comments on Personnel Proposals X NA — No personnel changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) X NA — No facility related changes included in proposal ❑ Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Jon Landkamer Date: August 17, 2017 Page 4 of 4 102 Service Proposal Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By ❑ 2017 X 2018 Fleet Mechanic II $101,605 Public Works Fleet Kevin McEachern Department Priority — Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) #1 Type of Proposal X Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense ❑ Service Expansions — Offering New Services or Levels of Services ❑ Service Reductions — Reductions / Discontinuance of Existing Service Levels ❑ Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) +1.0 Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, etc. With the continual expansion of the Town of Estes Park Fleet it is imperative to strive to meet the demands for servicing and repairing vehicles and equipment. Since 2008 the Town's Fleet has increased from approximately from 350 to 500 pieces of equipment and vehicles. During this time the Fleet staff has not been increased. The recommended number of mechanics through National Government Fleet for this amount of vehicles and equipment is 6FTE's at the least. Este Park has 3FTE mechanics. With conversations with the Estes Valley Fire Chief, it was conveyed that the Fire Department would be interested in funding a 1/2 time mechanic with the Town. This would be an intergovernmental agreement and the Fire Department would reimburse the town. At 20 hours for the Town and 20 hours for the Fire Department this would greatly benefit both organizations. 103 Operating Impact - Impact of proposal on future operations: (Explain estimated impact to ongoing operating costs and identify funding sources for those costs.) The increase of the new FTE will benefit both The Town and Fire Department. The coverage at the Fleet shop would be increased and the coverage for field calls and Fire Department servicing and repairing would expand to meet a higher amount of needs of the organizations. The cost sharing for the Town will have an impact of having an FTE and half of the funding will be reimbursed by the Fire Department. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. ❑ Robust Economy X Infrastructure X Exceptional Guest Services ❑ Public Safety, Health and Environment ❑ Outstanding Community Services X Governmental Services and Internal Support ❑ Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Account Number $ Increase 612-4300-610.11-02 $52,980 Benefits $32,275 635-7000-435.34-42 $15,000 612-4300-435.27-02 $800 612-4300-435.25-05 $550 (Attach additional sheets if necessary) $ Decrease ( ) ( ) ( ) ( ) ( ) ( ) Please return completed form to: Finance Director, Finance Dept or email to DHudsonAEstes.orq. Finance will then route to Fleet, IT, HR, or Facilities for relevant review and comment. Page 2 of 9 104 Fleet Review and Comments on Vehicles/Rolling Stock Proposals ❑ NA — No rolling stock included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: _Kevin McEachern Date: August 21, 2017 Added Service truck to rolling stock inventory. $15,000 added to vehicle replacement fund for additional fund to help purchase truck. Approximately $500.00 per year for service not including repairs if needed. Added fuel costs depending on use. $4500.00 per year for replacement cost to vehicle replacement fund for I years. Less if using longer replacement year span. An added vehicle for Fleet Division of 3 mechanics to maintain. IT Review and Comments on Technology Proposals ❑ NA — No technology changes included in proposal ❑ Green Lighted xx Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: 8/16/2017 Unclear if another PC ($1200-$ 1500) and Phone ($425) is required, or if sharing existing components is doable. Page 3 of 8 105 HR Review and Comments on Personnel Proposals ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Rebecca Spitsbergen Date: 8/22/17 A Job Analysis needs to be done to confirm the need. Need to review the work order summary (ie. orders completed, delayed, in -process, or on -hold) to understand the need better and how it would affect current staff duties. Overall OT usage in division is low (0.002% for Steve, I % for Jim and 4% for Josh — some of which came from snow plowing). This would be completely dependent on the agreement with the Fire Department. Cost estimate provided is full cost (not split as proposed). Facilities Review and Comments on Facility Proposals (including additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 May need to consider work space in the shop with the 20 hours scheduled for fleet. Work bays are limited with only one lift bay. Page 4 of 8 106 Mechanic I/II/III Job Description TOWN OF ESTES PARK MECHANIC I/II/III EXEMPT: No GRADE: LTSC 4/5/6 DEPARTMENT: Public Works REPORTS TO: Fleet Supervisor SUMMARY Under occasional supervision of the Lead Mechanic, performs analysis and repair of all types of gasoline and diesel -powered engines, drive trains, power trains, hydraulics, electrical, fuel, brakes, cooling, and chassis systems. May conduct various supervisory and administrative duties in fleet maintenance. EXAMPLES OF ESSENTIAL DUTIES AND RESPONSIBILITIES The below list is intended to be illustrative of the responsibilities of the position and not all encompassing. The Town may change these duties at any time. • Inspects, diagnoses, and maintains routine service needs. Repairs a variety of heavy and medium -duty fleet units (including but not limited to, loaders, graders, dump trucks, street sweepers, fire trucks, aerial lift trucks, and police units); light -duty automotive fleet units (automobiles, and trucks); and small fleet units (riding lawn mowers, bobcat and tractors). • Tracks and maintains performed services on fleet units; maintains inventory including parts and supplies. • Performs scheduled and unscheduled maintenance on a variety of equipment; both dynamic and stationary, including the operation of equipment being serviced including equipment located at various job sites. • Prepares decommissioned units for sale/trade; outfit new units to put in service. • Generates, maintains, and updates electronic and paper service orders; maintains inventory for part and supply items. • Serves as liaison between departments and outside vendors for non -in-house repairs (i.e. windshield replacement and warranty repairs). • Performs routine inspections and records of units to ensure compliance with CDOT regulations including registration and insurance card documentation. • Installs and adjusts all mechanical, electrical and computer systems to include brakes, batteries, wiring, carburetors, distributors, fuel pumps, steering systems, starters, generators, universal joints, hydraulic valves systems, and high pressure pumps. • Makes service calls on fleet units to perform emergency repairs; conducts road tests of fleet units to diagnose any malfunction; evaluates fleet units experiencing frequent breakdowns to determine cause and attempt to prevent future occurrences. • Repairs, rebuilds, and fabricates parts to repair light and heavy-duty equipment — both gasoline and diesel, drive trains, electrical systems, fuel systems, brake systems, cooling systems, and hydraulic systems. • Repair and maintain small, motorized equipment such as chain saws, weed whips, and lawn mowers — both 2 and 4-cycle. October 2013 Mechanic I/II/III Job Description • Use of both electrical and gas welding equipment. • Completing necessary paper work and keeping records, including use of computer. • Ability to maintain inventory and ordinary service records. • Level II/III: Develops Fleet maintenance schedule; responsible for getting vehicles from all departments for preventative maintenance; maintains fleet database. • Level II/III: May serve as Fleet Foreman in their absence. • Performs other related work as required or assigned. KNOWLEDGE, SKILLS & ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or ability required: • Strong knowledge of basic design, operation, and repair of diversified mechanized equipment and related parts for light, medium, and heavy-duty vehicles and equipment, including general knowledge of current CDL and DOT rules and regulations. • Strong knowledge of materials, tools, hazards and safety practices and procedures related to vehicle and equipment maintenance and ability to follow them. • Good knowledge of light and heavy maintenance fleet units and automotive apparatus; care and operation of internal combustion engines of hydraulic systems, transmissions and differentials of electrical motors and vehicles. • Knowledge and ability to operate light and heavy equipment including, but not limited to, automobiles, boom/aerial truck, water/tank truck, backhoe, loader, skidsteer, snow plow, dump truck, fork lift, and truck -mounted crane. • Basic knowledge of personal computer arid software including Microsoft Office and fleet maintenance software to enter and retrieve service records and prepare written reports. • Ability to use electronic diagnostic equipment to diagnose mechanical problems, determine the cause, prepare estimates of time and materials needed, and complete skilled repair work required to return the equipment to proper operating condition. • Ability to read, interpret, and understand service manuals and schematics. • Ability to communicate effectively in English, both verbally and in writing, and follow oral and written instructions. • Ability to establish and maintain effective working relationships with all fleet users, supervisors, other employees, vendors, dealerships/upfitters, technical hotlines, and the public. • Level II/III: Ability to train and motivate employees and perform normal supervisory functions. • Must be able to respond to emergency situations as needed. • Must be able to work a variable "on call" work scheduled holidays as needed. • Must possess personal necessary hand tools and toolbox to • Must reside in the Light and Power Department service from the assigned work location at posted speed limits including overtime, weekends and perform duties. area or within a 60-minute drive under favorable (weather/traffic) October 2013 Mechanic I/II/III Job Description conditions. EDUCATION & EXPERIENCE • High school diploma or equivalent (GED). • Level I: One year experience in the diagnosis, maintenance and repair of automotive and truck equipment, including one year with tractors, loaders, or other heavy equipment. • Level II: Five years of experience in the diagnosis, maintenance and repair of automotive and truck equipment, including one year with tractors, loaders, or other heavy equipment. • Level III: Must qualify at the II level and be able to oversee the work of others and serve in a lead capacity. CERTIFICATES AND/OR LICENSES • Valid Colorado Class B Commercial Driver's license and satisfactory driving record. • ASE Certifications preferred or obtain within one year of hire date October 2013 Mechanic I/II/III Job Description Mechanic I/II/III Physical Requirements and Work Environment Rarely (R) Less than - 5% Frequency Guide 11 O Frequently (F) Occasionally ( ) 6-30% 31% - 70% Constantly (C) Over 70% Physical Task Sitting Standing Walking Frequency F F Physical Surroundings Extreme Temperatures Inside Work Frequency 0 0 F Outside Work Running Stooping Kneeling R F F Walking on uneven surfaces Working at height Other: F R R Squatting Climbing Balancing Reaching Grasping Fingering Handling Visual Acuity: Near Visual Acuity: Far F R 0 F C C C F 0 Environmental Conditions Exposure to Chemicals Exposure to Gases/Fumes/Dust High Noise Levels Moderate Noise Levels Vibrations Light/Power Equipment Ops Heavy Equipment Operation F F 0 F F F 0 Depth Perception R w orx m J. ramie Travel LocalR F Color Discrimination 0 Peripheral Vision , 0 Out of Town Travel Other: Talking C Hearing C Other: Weight of Objects Moved Over 100 pounds R Over 50 Pounds Over 10 pounds F F I understand the description of this job and the essential functions, as given above. I also understand that all of the duties are not described above and that I will perform those above and all other assigned duties as directed by my supervisor and management. Signature: Printed Name: Date: October 2013 Personnel Position Change Form Budget Year Proposal Title Proposal Total Cost Department Name Division (if applicable) Submitted By 2017 Alan Fraundorf x 2018 rrOWN OF ES l 'ES 'ARIA Department Priority— Rank of this request among all of the Department's Service Proposal Changes (1 is highest, must be prioritized) Type of Proposal x 1 Capacity Expansions — Maintaining Existing Service Levels with Increased Service Demands — a currently existing program/revenue/expense Service Expansions — Offering New Services or Levels of Services Service Reductions — Reductions / Discontinuance of Existing Service Levels Strategic Plan Initiatives — Implemented Board Adopted Goals and Objectives FTE Impact - Total # FTEs Increased or (Reduced) etc. Explanation of Proposal - Narrative explanation of the proposal, why needed, impact, Our Municipal organization continuously increases the quality of customer service and organizational efficiency through the addition of business productivity software and new computer hardware. Cybersecurity and our increasing reliance on computers have added to IT's workload. Current staffing levels force us to defer items like; work requests, small projects, and back -office tasks. Critical items which lack proper attention include; verification of routine backups, preventing cyber attacks, regular installation of software updates on; servers, switches, and firewalls, keeping loaner PCs updated, pursuing security recommendations from outside vulnerability tests, reviewing internet access logs, keeping up to date on best practices, learning advanced database administration (DBA) skills, proactive network maintenance, and working on projects, e.g., expansion of public WIFI, security cameras, LaserFiche implementation, on-line utility bills, planning and construction of fiber optics. Many firms assign tasks to staff with specific knowledge and skills, i.e.; Desktop Support, Application Support, Network Support, and DBA Support. Salaries for a person with all of these skills are outside the Town's wage structure. We propose hiring a less experienced person and divide the tasks to allow staff to be more focused in particular areas. We would anticipate acquiring a new employee in April. Seating would be made available by moving inventory to the IT room of the new parking structure. 1_1^ Operating Impact - Impact of proposal on future urfor operations: (Explainose estimated impact to ongoing operating costs and identify funding sources s.) New staff costs would be allocated per computer across the organization. For a full year salary and benefi($81,240), translate to an /nPC per year ($81increase I240/ 177 computer allocation cost. That s an addit onal $458 98per Tow PCs). Potential opportunity to reduce Events ($ 121c/yr) and Museum public wifi costs (now both outsourced). This staff addition was included in the LazerFiche implementation requirements. Service Category Specify the key outcome areas as identified by the 2017 Strategic Plan that this change will address. Robust Economy Infrastructure (maintenance and expansion of fiber optics) Exceptional Guest Services (expansion of public WIFI) 0 Public Safety, Health and Environment _ Outstanding Community Services M Governmental Services and Internal Support (� Transportation Accounting - Account Number(s) Impacted by Proposal and Amount Changes Personnel Allocation Ratio Chgs Account Number (if applicable) $ Increase $ Decrease) 625- 2500_ - 425. - 100 % $81,240_ ( ) ( ) _ ( ) ( ) ( ) (Attach additional sheets if necessary) l Please return completed form tow'ill then route to Fleet, IT, HR, or Facilinance Director, Finance Dept or ities e'st Financeo for DHudson@Estes.orq. relevant review and comment. HR Review and Comments on Personnel Proposals Page 2 of 4 111 ❑ NA — No personnel changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: RS Date: 8/22/17 A Job Analysis should be done to confirm need and justification. Current OT analysis is low (Brandon is at 14% OT usage, Bruce is at I % and Barbara Jo is at 0.006% YTD). HR needs to understand the division work orders to quantify the need (ie. number of orders submitted, completed, pending, cancelled etc. and the average life cycle of an order). It would be helpful to know how many orders are not being fulfilled that need to be sent out to bid/outsourced for completion. Clarification on the LaserFiche staffing implementation requirement is needed as HR is not aware of this item. IT Review and Comments on Personnel Proposals (Additional staffing computer and technology needs) ❑ NA — No technology changes included in proposal xx Green Lighted ❑ Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Alan Fraundorf Date: 8/16/2017 Alan comment — new PC ($1,000) and a used phone instrument ($0), can be absorbed in the proposed budget. Page 3 of 4 112 Facilities Review and Comments on Personnel Proposals (additional staffing office space and furnishings) ❑ NA — No facility related changes included in proposal ❑ Green Lighted X Yellow Lighted — See cautionary concerns in comments below ❑ Red Lighted — See more serious concerns in comments below Reviewed by: Jon Landkamer Date: August 17, 2017 Alan comment — we are out of room. Lack of storagenm Vansstorage in samine officefice.Some relief may come from PSI storage areas. Likely wouldputperson unless other desks are available. IT staff need large work spaces to work on multiple devices at once. out of l of this cojTimonts - I agree that the IT department is of sage. Long space. needs will need to be position will put a strain on the existing allocationP considered in coming years. Page 4 of 4 113