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HomeMy WebLinkAbout196-03 RESOLUTION• • RESOLUTION NO, 196-03 A RESOLUTION ADOPTING THE PROPOSED 2004 ANNUAL BUDGET AND WORK PROGRAM AS AMENDED AND THE 2004-2008 CAPITAL IMPROVEMENT PROGRAM BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1. That the City Council of the City of Fayetteville, Arkansas hereby adopts the Proposed 2004 Annual Budget and Work Program as amended, and the 2004- 2008 Capital Improvement Program, which is attached as Exhibit "A". PASSED and APPROVED this the 16th day of December, 2003. SONDRA SMITH, City Clerk APPROVED: By DAN COODY, Ma City of Fayettevill.Arkansas - Budget Amendment #3 • 100% Payplan General Fund Funding Source 100% Merit Employees 1010 General 1010P General - Police 1010F General - Fire 49,990 49,990 Total 32,471 82 461 32 471 82,461 2100 Street 7,177 6,256 13,433 2180 Community Development 350 176 526 2250 Parks Development 3,876 673 4,549 2930 Drug Law Enforcement 361 361 5400 W&S - Business Office 5,068 4,996 10,064 W&S - Meter 2,535 2,498 5,033 W&S - Maintenance 12,671 12,491 25,162 5500 Solid Waste 8,037 9,733 17,770 5550 Airport 1,035 895 1,930 9700 Shop 2,263 1,585 3,848 93,363 71,774 165,137 Fund - 1010 Beginning Fund Balance Resources Revenues: Property Tax Sales Tax - County Alcoholic Beverage Taxes Franchise Fees Licenses & Permits Intergovernmental Charges for Services Fines & Forfeitures Investment Earnings Other Total Revenue Operating Transfers In: Off Street Parking Community Development Block Grant Sales Tax - City Total Transfers In Total Resources Uses Expenditures: General Government Cost Reimbursements Community Planning & Engineering Services Operations Finance & Internal Services Police Fire Total Expenditures Operating Transfers Out: Arts Center Bond Fund Drug Law Enforcement Fund Total Operating Transfers Out Total Uses Net Resources (Uses) Ending Fund Balance City of Fayetteville, Arkansas General Fund Actual 2002 $ 9,697,723 $ 0 8,617,527 316,162 3.057.981 842,906 1,775,444 1,184,515 1253,452 377.598 886,754 18,312,339 37.561 23.540 2.957,774 3.018,875 21.331,214 3,949,126 (2.541,468) 2,245,622 2.197,702 3,162,015 7,953,223 4.979,362 21,945,582 340,289 48,575 388,864 22,334,446 (1.003,232) $ 8,694,491 $ Reserved for Loans to Other Funds $ Ending Undesignated Fund Balance Ending Fund Balance $ 60,000 $ 8,634,491 8,694,491 $ Budgeted 2003 8,694,491 0 8.857,000 290,000 3,619,900 969,000 1,450,062 1,095,700 1,405,000 214,000 1,724,730 19 6'S 392 • Estimated 2003 Budgeted 2004 $ 8,694,491 $ 6,405.999 $ 0 8,863,000 327.000 3.393,181 969,000 1,450,062 1.095.700 1,405,000 214,000 1.724,730 19.441.673 43,000 43,000 0 4.557,000 4.600,000 655,000 9,005,000 335,000 3,478,000 1,014,000 1,467,000 1,130.100 1,440.000 220,000 134,000 18,878,100 44,000 0 0 4,557,000 4,600.000 24,225,392 24,041,673 Payrange Adjustments (100% Payrangc Adjustments (100% Payrange Adjustments (100% 6.090,944 5,964, (2.235.786) 2.433.342 2,601,161 3,078,942 9,053,707 5,459,130 26,481,440 407,115 69.886 477,001 26,958.441 (2,733,049) 5,961,442 $ 60,000 $ 5,901,442 5,961,442 $ 6,568,000 6.612,000 Amended Budgeted 2004 6,405,999 0 9,005,000 335,000 3,478,000 1,014,000 1,758,000 1,130.100 1,440,000 220,000 134,000 18 514 100 44.000 0 6,568.000 6,612,000 25,490,100 25.126.100 Merit) 49,990 General Payplan) 32,471 Police Payplan) 0 318 4,570,450 4,581,750 (1 856.500) (1,856.500) 2,311,879 2,311,379 2,215,422 2,215,422 3,164,994 3,164,994 9,304,783 9,303,783 5,594.539 5,584,739 25.305.567 25.388,028 (2 235 786) 2,269.125 2.459.376 2,999,507 9,015,826 5,380.798 25,853,164 407.115 69.886 477,001 26,330,165 (2,288,492) 6,405,999 $ 405,735 85,000 490,735 25,796,302 (306,202) 6,099,797 $ 60.000 $ 60,000 $ 6 345 999 6,039,797 405.735 85.000 490,735 25,878,763 (752,663) 5,653,336 60,000 5,593.336 6.405,999 $ 6,099,797 $ 5,653,336 NAME OF FILE: CROSS REFERENCE: Item # Date Resolution No. 196-03 Docu NOTES: 1 11.6.03 memo to mayor & city council copy of coversheet of Proposed Annual Budget and 2004-2008 Capital Improvements Program draft resolution staff review form 2 1.22.04 email from Glynis Nelson NOTES: FAYETTOILLE THE OT' OF FAYETTEVILLE, ARKANSAS DEPARTMENTAL CORRESPONDENCE • ,20s /2//4/03 194. 2CVauk; t 4c4 vK g-oy/yl TO: Mayor Coody and City Council THRU: Stephen Davis, Finance & Internal Services Directoy FROM: Kevin Springer, Budget Manager 24/ / vv DATE• November 6, 2003 SUBJECT: Proposed 2004 Annual Budget & 2004-2008 Capital Improvements Program Recommendation: Consider the Proposed 2004 Annual Budget & 2004-2008 Capital Improvements Program for adoption by the December 18, 2003 City Council meeting. Discussion: The Proposed 2004 Annual Budget & 2004-2008 Capital Improvements Program documents were distributed to City Council on Friday, October 31 for consideration. A brief overview of the proposed 2004 Annual Budget and 2004-2008 Capital Improvements Program documents is scheduled for Wednesday, November 12 following the City Council agenda session that starts at 4:30 PM in room 326. Other meeting dates arc scheduled as follows: Date Budget Meeting Tuesday, November 12 2003 Budget & Capital Improvements Program Presentation / Zero Based Budget Presentation by the Parks & Recreation Division, the Fire Department, and the Police Department (agenda session) Tuesday, November 18 2003 City Council Meeting Tuesday, November 25 2003 Budget/CIP Working Session (agenda session) Tuesday, December 2 2003 City Council Meeting Tuesday, December 9 2003 Budget/CIP Working Session (agenda session) Tuesday, December 16 2003 City Council Meeting If you have any questions concerning the Proposed 2004 Annual Budget or the 2004-2008 CIP, please feel free to contact either Stephen Davis at 575-8330 or myself at 575-8226. Thank you for your attention to this matter. h/eilts /Z//05 /.6/S /Z//t • • City of Fayetteville, Arkansas Proposed Annual Budget and 2004-2008 Capital Improvements Program 2004 • • RESOLUTION NO. A RESOLUTION ADOPTING THE PROPOSED 2004 ANNUAL BUDGET & WORK PROGRAM AND THE 2004-2008 CAPITAL IMPROVEMENT PROGRAM. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1. That the City Council of the City of Fayetteville, Arkansas hereby adopts the Proposed 2004 Annual Budget & Work Program and the 2004- 2008 Capital Improvement Program, attached as Exhibit "A". PASSED and APPROVED this 18th day of November, 2003! fop APPROVED: By. \DAN CdODY, Mayo I-y��Ly _.JI By: 4 SOO NDRAJSIIIITHH,,C+ity Clerk S're REVIEW FORM - FINANCIAL OBLICON X AGENDA REQUEST CONTRACT REVIEW GRANT REVIEW For the Fayetteville City Council Meeting of: November 18, 2003 PROM: Kevin Springer Budget & Research Name Division Finance & Internal Services Department ACTION REQUIRED: Approve a resolution adopting the Proposed 2004 Annual Budget i Work Program and the 2004- 2008 Capital Improvements Program. COST TO CITY: Cost of this request Category/Project Budget Account Number Funds Used to Date Project Number Remaining Balance Program Category / Project Name Program / Project Category Name Fund Name BUDGET REVIEW: X Budgeted Item Budget Manager 10-3t 9 Date Budget Adjustment Attached CONTRACT/GRANT/LEASE REVIEW: 4tt1sta ?GLAting Manager �_iPQ Date Dirt (6110 03 City Atto ey Date Internal A al� Purchasing Manager 10f31/03 Date IDI31 )aa Date STAPP RECOMMENDATION: Staff recommends approval of the Proposed 2004 Annual Budget & 2004 2008 CIP. Received in Mayor's Office Division Head Department Director IO Finance & Internal Services Dir. Date Date 11- 3-03 Date Cross Reference: Previous Ord/Res#: Orig. Contract Date. Orig. Contract Number: New Item - Date Yes No Clarice Pearman - budget a Page 1 From: Glynis Nelson To: Clarice Pearman Date: 1/22104 11:02AM Subject: budget Thanks again for the resolution. Also, I wanted to let you know that we will get you a copy of the adopted budget to go with the resolution as soon as it is ready. We have not yet went to print with it. Thanks, Glynis Glynis Nelson Budget Analyst City of Fayetteville 113 W. Mountain Fayetteville, AR 72701 479-575-8296 gnelson@ci.fayetteville.ar.us 1 City Clerk's Office Extra Copy 1 L. 1 Teta. /94-03 1 1 1 1 1 1 1 1 1 1 • r MICROFILMED • City of Fayetteville, Arkansas 1 Annual Budget 1 and 1 Work Program 1 1 1 2004 City of Fayetteville, Arkansas 2004 Annual Budget and Work Program City Council and Other Elected Officials Robert Reynolds, Ward 1 - Position 1 Brenda Thiel, Ward 1 - Position 2 Kyle Cook, Ward 2 - Position 1 Don Marr, Ward 2 - Position 2 Robert Rhoads, Ward 3 - Position 1 Bob Davis, Ward 3 - Position 2 Shirley Lucas, Ward 4 - Position 1 Lioneld Jordan, Ward 4 - Position 2 Kit Williams, City Attorney Sondra Smith, City Clerk/Treasurer Rudy Moore, District Judge Submitted by Dan Coody, Mayor Hugh Earnest, Chief Administrator Officer Ray Boudreaux, Aviation & Economic Development Director Tim Conklin, Community Planning & Engineering Services Director Gary Dumas, Operations Director Stephen Davis, Finance & Internal Services Director Rick Hoyt, Police Chief Chris Bosch, Fire Chief Greg Boettcher, Water & Wastewater Director Prepared by Kevin Springer, Budget Manager Barbara Fell, Senior Research Analyst Glynis Nelson, Budget Analyst GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Fayetteville Arkansas For the Fiscal Year Beginning January 1, 2003 Resident Executive Director The Government Finance Officers Association of the United States and Canada (GFOA) presented an award of Distinguished Budget Presentation to the City of Fayetteville, Arkansas for its annual budget for the fiscal year beginning January 1, 2003. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. The award is valid for a penod of one year only. We believe our current budget continues to conform to program requirements and we are submitting it to GFOA to determine its eligibility for another award. MISSION STATEMENT The City of Fayetteville's mission statement is a direct result of a volunteer team of employees charged with creating a mission statement that expressed the service core of City operations, reflected our beliefs concerning City services, and was easy to remember. All City employees were given an opportunity to provide input for the mission statement. The mission statement was then adopted by the City Council and is as follows: To protect and improve our quality of life by listening to and serving the people with pride and fairness. a) District Judge District Court V c O 0 U o Ea a 9 0 City CIerWTreasurer 0 a` 0 E U ID 0 U 52 � U 0 m c c 05 1 — Billing & Collections — Budget & Research 0 0 mEr 12 w E € c �L u m S CD 2 = H 0.. I 1 1 I C V_ E Z c N y a a, E 0 = m ES E g 8w Water & Wastewater 0 0 O co LL m 0 r O m q� 6 E 2 n m m Q EEo 9i E 'c V 'w N� r o w 88 I 1 1 I —Central Dispatch I— Drug Enforcement City of Fayetteville, Arkansas Table of Contents Budget Message Transmittal Memo from the Mayor to Council I -X Fayetteville Vision 2020: Guiding Principles XI Management Agenda - 2004 XII 2003 Goals & Results XIII-XXXIV Budget Resolution XXXV Community Overview XXXVI-XXXVIII Miscellaneous Statistical Data XXXIX-XL Budget Process and Policies Budget Process 1-2 Budget Flowchart 3 Financial Policies: Revenue Policy 4 Expenditure Policy 4-5 Debt Policy 5 Reserve Policy 5 Investment and Cash Management Policy 5-6 Capital Improvement Policy 6 Financial Reporting Policy 6 Administrative Procedures to Adjust the Approved Budget 7-8 Budget Organizational Structure 9 Consolidated Fund — Department — Program Structure 10 Fund Summaries Chart of Fund Types - Governmental 11 Combined Statement of Fund Position - Governmental (Shown by Department) 12 Chart of Fund Types — Proprietary & Fiduciary 13 Combined Statement of Fund Position - Proprietary & Fiduciary (Shown by Department) 14-15 Sources and Uses of Funds 16 Multi -Year Comparison — Adopted Budget Expenditures 17 Governmental Funds General Fund: Sources and Uses of Funds 20 Revenue & Expenditure Summary 21 Expenditure Detail 22-23 Special Revenue Funds Street Fund: Sources and Uses of Funds 24 Revenue & Expenditure Summary 25 City Advertising & Promotion Fund: Revenue & Expenditure Summary 26 Off Street Parking Fund: Revenue & Expenditure Summary 27 City of Fayetteville, Arkansas Table of Contents (continued) Community Development Block Grant Fund: Revenue & Expenditure Summary 28 Parks Development Fund: Revenue & Expenditure Summary 29 Impact Fee Fund: Revenue & Expenditure Summary 30 Drug Law Enforcement Fund: Revenue & Expenditure Summary 31 Debt Service Funds Arts Center Bond Fund: Revenue & Expenditure Summary 32 Wastewater Improvements Sales Tax Bond Fund: Revenue & Expenditure Summary 33 Capital Projects Funds Library Construction Fund: Revenue & Expenditure Summary 34 Replacement & Disaster Recovery Fund: Revenue & Expenditure Summary 35 Sales Tax Capital Improvements Fund: Revenue & Expenditure Summary 36 Capital Project Detail 37-38 Wastewater System Improvements Project Fund: Revenue & Expenditure Summary 39 Enterprise Funds Water & Sewer Fund: Sources and Uses of Funds 42 Revenue & Expenditure Summary 43 Solid Waste Fund: Sources and Uses of Funds 44 Revenue & Expenditure Summary 45 Airport Fund: Sources and Uses of Funds 46 Revenue & Expenditure Summary 47 Town Center and Parking Facility Fund: Revenue & Expenditure Summary 48 Continuing Education Center and Parking Facility Fund: Revenue & Expenditure Summary 49 Trust Funds Police Pension Fund: Revenue & Expenditure Summary 50 Fire Pension Fund: Revenue & Expenditure Summary 51 Municipal Judge Retirement Fund: Revenue & Expenditure Summary 52 Internal Service Funds Shop Fund: Revenue & Expenditure Summary 53 Major Revenue Sources 54-57 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Fayetteville, Arkansas Table of Contents (continued) General Government: Organizational Structure 59 Overview 60 Division Expenditure Summary 61-62 Mayor's Administration 64-65 Aviation & Economic Development 66-67 Cable Administration 68-69 70-71 72 73-74 75-76 77 78-79 80-81 82-83 84 Chief Administrative Officer City Attorney City Prosecutor City Clerk/Treasurer City Council District Court Internal Audit Library Miscellaneous Community Planning & Engineering Services: Organizational Structure 85 Overview 86 Division Expenditure Summary 87 Community Planning & Engineering Services Director 88-89 Building Safety 90-91 Community Resources & Code Compliance 92-93 Engineering 94-95 Engineering Design Services 96-97 Planning 98-99 Public Lands Maintenance 100 Operations: Organizational Structure 101 Overview 102 Division Expenditure Summary 103 Operations Director 104-105 Parking & Telecommunications 106-107 Parks & Recreation 108-110 Transportation 1 1 1-1 13 Solid Waste & Recycling 114-116 Fleet Operations 117-118 City of Fayetteville, Arkansas Table of Contents (continued) Finance & Internal Services. Organizational Structure 119 Overview 120 Division Expenditure Summary 121 Finance & Internal Services Director 122-123 Accounting & Audit 124-125 Billing and Collections 126-127 Budget & Research 128-129 Building Services 130-131 Human Resources 132-133 Information Technology 134-135 Purchasing 136-137 Police Department: Organizational Structure 139 Overview 140 Division Expenditure Summary 141 Animal Services 142-143 Central Dispatch 144-145 Police 146-148 Fire Department: Organizational Structure 149 Overview 150 Division Expenditure Summary 151 Fire 152-154 Water & Wastewater: Organizational Structure 155 Overview 156 Division Expenditure Summary 157 Water & Wastewater Director 158-159 Meter Operations 160-161 Wastewater Treatment 162 Water & Sewer Maintenance 163-165 Water & Sewer Maintenance - Water Purchased 166 Water & Sewer Maintenance - Capital 167-168 Water & Sewer Maintenance - Debt Service 169 City of Fayetteville, Arkansas Table of Contents (continued) Capital and Debt Capital Improvements Program Introduction 171 Capital Improvement Program Directional Information 172-176 Summary of Project Requests & Project Resources 177 Capital Improvement Projects by Project Area - All Sources 178 Sales Tax Capital Improvements Funding - By Project Category 179 Capital Improvements Program Comprehensive Detail 180-182 2004 Capital Budget 183-185 Debt Position 186 Description of Outstanding Bonds 187-188 Schedule of Bonds Outstanding 189 Debt Service Payment Schedule 190 Legal Debt Margin Computation 191 Debt to Maturity Schedule 192 Appendix City of Fayetteville Organizational Chart 193 List of Elected Officials, Administrative Officials, & Management Staff 194 Personnel Summary 195 Personnel Variation Summary 196-197 Acronyms 198-199 Glossary 200-205 Index 206-208 CITY OF FAYETTEVILLE, ARKANSAS THE BUDGET DOCUMENT The City of Fayetteville's budget document is a six -part presentation consisting of the following sections: Budget Message Budget Process and Policies Fund Summaries Department Summaries Capital and Debt Appendix Budget Message This section begins with a brief review setting forth the budgetary plan and objectives, as proposed by the Mayor, for 2004 The budget message section gives the reader the synopsis of the work program for the City in the next year and provides a guide to the budget document. Budget Process and Policies The budget process and policies section gives the reader the procedural insight into the preparation of the Proposed 2004 Budget and Work Program and financial policies for the City. These policies include: Budget Adjustment Policy, Revenue Policy, Expenditure Policy, Debt Policy, Reserve Policy, Investment and Cash Management Policy, Capital Improvement Policy, and Financial Reporting Policy. Fund Summaries The Fund Summaries section contains information concerning fund types and fund position that depicts the financial activity projected for the City during the coming year for each fund. Department Summaries This section consists of the seven major departments: General Government, Community Planning & Engineering Services, Operations, Finance & Internal Services, Police, Fire, and Water & Wastewater. The Department Summaries section contains the following: (1) Department Overview - This section provides a brief summary of total expenditures and significant changes for each department. (2) Division Expenditure Summaries - This section reflects expenditures by program in a Department for Actual 2002, Budgeted 2003, Estimated 2003, and Budgeted 2004. Division Summaries - This section provides a comparison of program expenditures and staffing levels during the past four years for each division. (3) Capital and Debt This section contains: a synopsis of the 2004-2008 Capital Improvements Program and planned capital expenditures for 2004. Appendix The Appendix contains a City organization chart, a list of elected City officials, City management staff, a personnel variation summary for all City departments, a glossary, and an index. The glossary provides definitions of frequently used budgeting and accounting terms. The index cross-references the budget document by division or activity/program. (Page Left Blank Intentionally) a8essaysj la3png 1 FAYETTEVILLE 1 ' THE CITY OF FAYETTEVILLE, ARKANSAS 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 December 17, 2003 Members of the City Council and Citizens of Fayetteville: I hereby submit the 2004 Adopted Budget for the City of Fayetteville, Arkansas that was approved, by City Council, on December 16, 2003. It has been prepared and submitted in accordance with Arkansas Statutes and City Ordinances, which require that the Mayor, under the aldcrmanic form of government, submit to the City Council the annual budget for approval This budget allocates necessary funding for all municipal operations including the 2004 capital projects set forth in the Adopted 2004-2008 Capital Improvements Program. This adopted budget reflects the discussion and amendments made by City Council during their review of the 2004 Proposed Budget. This budget also lists the Fayetteville Vision 2020 Guiding Principles as well as the City of Fayetteville Goals for 2008. It is important to note that all of the items listed as the Urgent Agenda for 2003 have been completed or are in progress. The two items that are left for completion are the Community Park direction and the Hillside Study. Also, it is equally important to note that all of the Management Agenda 2003 items have been completed or will be resolved by the end of 2003. This administration is committed to continuing toward the goals we established in our Goals 2008 statement. The staff -developed management agenda for 2004 is listed immediately following the conclusion of this letter. 2003 - A REVIEW City operations were improved during the year The most significant change was reorganizing our departments late in January. Our Street, Sidewalk and Traffic divisions were merged into a Transportation Division to enhance utilization of manpower and equipment. The results of this reorganization have been significant. Two examples of the improvement are listed below: • In the Overlay Program, the City has had a very productive year thus far. This crew also reaped benefits from the reorganization, as previously experienced employees returned to the paving program. The goal set for this program was 30% higher than had ever been attempted. Through December 4, this program had completed 10.4 miles of asphalt overlay of the 13.9 miles projected for this year's program. The total for last year was 8.9 miles. The overlay program is also providing additional sidewalk, curb and gutter, and driveway approach upgrades in effected areas. • In the Sidewalks Program, the City has experienced results comparable to the Overlay Program. As of November 1, 2003, the Sidewalks Program had completed 15,000 linear feet of sidewalk and 7,000 linear feet of curb and gutter and driveway approaches leading to an I annual target of 20,000 linear feet of sidewalk and 10,000 linear feet of curb and gutter and approaches. In 2002, production was 1,652 linear feet repaired and replaced and 1,522 linear feet of new construction. • The formerly separate divisions of Planning, Building Safety, Community Development & Code Compliance, Engineering Design Services, and Engineering have been moved into a single department of Community Planning and Engineering Services to more effectively manage growth related issues This reorganization is already resulting in a smoother, more efficient operation with an increased focus on planning that is important to us as this City and region continues to grow. The benefits of the reorganization continue to be evident in that the services offered to citizens are being provided in a more cost effective manner. Our population continues to grow and staffing has remained relatively flat over the past three years. Staff has technology to meet the increased service demands. However, there are areas where technology cannot assist and in those areas overtime has been utilized to continue to meet the increased service demands. Overtime, as a substitute for staffing increases, is a workable option for a period of time In this budget, I am proposing to add staff that is partially funded by a reduction in overtime. In addition, I am proposing to hire the additional firefighters for Fire Station #7 during the year by using existing overtime in the Fire Department. This is a one-year fix. 2003 has been a very active year for this City government. City Council and staff have worked very hard in dealing with numerous difficult issues over the past few months. We have accomplished a great deal that will lead to long-term benefits for the community. The two items that stand out are the Strategic Retreat that involved a cross section of Fayetteville citizens and completion of a citizen survey. These two accomplishments have provided the opportunity for us, as policy makers, to develop a unified vision of our City and an insight into what is important to our constituency. The implementation of the specific items has contributed greatly to our workload but the effort has been worth it. A partial listing of accomplishments includes: • the successful transition from a bag program to a cart program for Solid Waste & Recycling • the sale of the I-540 property • acquiring the property for Fire Station #7 • entering into the architectural contract for the design of the new fire station • awarding of design contracts for the wastewater improvement project • implementation of impact fees • completion of a master transportation and traffic study • completion of the Fayetteville Alternative Transportation and Trail Plan • awarding a contract for a downtown master planning effort • implementation of pay range adjustments • use of Amendment 78 financing to reduce the cost of borrowing funds for equipment • continuation of progress implementing the capital improvements program • purchase of significant greenspace for preservation • purchase of property utilizing funds from the tree settlement II • obtaining approximately 40 acres along Clabber Creek through negotiation with the property owner • continuation of improvements to the City's web site and municipal management system • changes in disposal of sludge to be more environmentally responsible. Economics continues to play a significant role in the City's ability to provide services for Citizens. The City needs to continue to view all current expenditure plans in the context of the future year impact. In keeping with this philosophy, staff developed a multi-year view of General Fund and presented those findings in August. The City has relied on sales tax revenues to fund essential government operations for the past ten years. Because of the market shift the City is experiencing in sales tax collections, sales tax revenues cannot be relied on as the stable, growing revenue source to fund on-going operations. Rcnewcd efforts need to be made to continue to grow our local economy. The sale of the Wilson Springs property (1-540) provides the City with a one time resource that needs to be carefully invested to maximize the benefits to our Citizens. 1 want to visit with the Council, as part of an adjustment in our Strategic Plan, to ensure that these monies are effectively used to address our Goals. Some of the proceeds could be used to establish a dedicated source of funds for economic development purposes and to address the Guiding Principle of Attainable Housing for All Income Levels. The funds used to purchase the 289 acres on 1-540 originated from funding set aside for economic development and from a rebate of housing bonds as well as General Fund. Economic development efforts must continue to involve the Fayetteville business community, the Fayetteville School District, Washington County and the University of Arkansas. 2004 - THE YEAR AHEAD The focus of the 2004 Adopted Budget for the City of Fayetteville is directed toward continued implementation of the Goals 2008 statement developed from the Strategic Plan. In addition to focusing the 2004 Annual Budget & Work Program toward implementation of the Goals 2008, this budget was developed to build on philosophies of enhanced customer relations and cost-effective public service and responsive government. With the continued focus of the City Council, the Citizens of Fayetteville and staff, a number of projects, programs, and initiatives will be accomplished. Together, we must facc the challenges to be met in 2004 and beyond to further improve the quality of life in Fayetteville. The following is a discussion of some of the issues, challenges, and goals incorporated into the 2004 Adopted Budget. Principle: Issue: Guiding Principles, Issues and Challenges A Financially Sustainable City Government Providing Top-quality, Responsive Services Loss of market share of sales taxes within the region. The sales tax revenues for the region (Fayetteville, Springdale, Bentonville and Rogers) have grown from $27.9 million in 1999 to $32.7 million for 2002. Fayetteville's percentage of the regional sales tax revenues has declined from 39.02% in 1999 to 38.01% in 2002. As this trend continues, the City will be faced with utilizing other sources of revenue or reducing services. 111 Principle: Issue: Principle(s): Issue: Principle: Issue: Principle: Issue: Fayetteville has the lowest general sales and use taxes and millages for city operations of any of our sister cities. However, when combined with hotel, motel and restaurant taxes, county sales and use taxes, county and school district millages, the tax burden becomes more balanced among the cities. A Financially Sustainable City Government Providing Top-quality, Responsive Services Funding of the 2003 Pay Plan Study. This budget contains funding to implement the Hay Group recommendations. Reputation as a "Safe Community" and A Financially Sustainable City Government Providing Top-quality, Responsive Services Fire Station #7 staffing, increasing staff for Central Dispatch and adding a bike patrol Officer. This budget adds twelve firefighter positions to staff Fire Station #7 and to bring the new employees in through the year. Staffing for the new fire station in this manner will allow the City to re -allocate money programmed for overtime to salaries. Two dispatcher positions are added in 2004. These positions will partially be funded by existing overtime. One bike patrol officer is added. A Financially Sustainable City Government Providing Top-quality, Responsive Services Three maintenance positions and a half-time clerk are added in this budget. This budget adds a supervisor to monitor water maintenance crews to better plan and supervise work in an effort to reduce overtime. The position is funded by re- allocating money programmed for overtime to salaries. A half-time clerk is added to address the growth in customers as well as the growth in services offered. Clerks in the Business Office register each new customer for water, sewer and solid waste service. A Landscape Maintenance Worker III is added in this budget to address the additional maintenance requirements associated with the landscaping areas added along Dickson Street and the new Library. A Diverse, Growing Local Economy Economic Development. The City has contracted for a downtown master plan that includes an economic IV development element. Additionally, the budget contains funding to continue the revitalization of Drake Field and more fully utilize the South Industrial Park. The efforts of 2003 resulted in the sale of the Wilson Springs (I-540) property. The sale of this property provides the City with opportunities to better shape our future. Once the Dickson Street Enhancement Project is completed, the City will be incurring additional maintenance costs for landscape maintenance, litter control, parking enforcement and public safety. Principle: A Financially Sustainable City Government Providing Top-quality, Responsive Services Issue: Unfunded mandates. Unfunded federal and state mandates continue to place a burden on local governments nationwide and Fayetteville is no exception. In addition to allocating resources to meet the requirements of the Clean Water Act, a water supply vulnerability assessment and the Americans with Disabilities Act (ADA), the City must allocate funds to comply with the regulations for commercial driver license holders, licensing requirements for solid waste transfer station workers, and licensing requirements in the water and wastewater areas. The United States Environmental Protection Agency posted regulations governing storm water management requirements for smaller cities in November 1999. Based on population, the City has to comply with the regulations. These regulations are commonly referred to as the Phase II Storm Water Management regulations. Early in 2004 the City will secure a permit with a five-year compliance implementation requirement. During 2003, City staff will be converting all of the City's financial reporting to comply with the Governmental Accounting Standards Board (GASB) Statement No. 34. For more than a decade and a half, GASB has been working on a project designed to change the framework of financial reporting for state and local governments. In June 1999, the GASB marked the completion of this project with the issuance of GASB Statement No. 34, Basic Financial Statements -and Management's Discussion and Analysis -for State and Local Governments. Without a doubt, GASB Statement No. 34 represents the most important single change in the history of accounting and financial reporting for state and local governments. The Statement was developed to make annual reports easier to understand and more useful to the people who use governmental financial information to make decisions (or who may do so in the future). legislators, their staff, and members of oversight bodies; investors, creditors, and others who provide resources to governments; and citizen groups and the public in general. Since the City of Fayetteville is a government with total revenues of $10 million or more but Tess than $100 million, implementation of the new pronouncement will be required for the fiscal years beginning after June 15, 2002 (i.e. Fiscal Year 2003). V Principle: Well-maintained City Infrastructure and Facilities Challenge: Implementation of the Wastewater System Improvements Project (WSIP). The WSIP is a project valued at $125 million that will provide the City with a second wastewater treatment plant, improvements to the existing wastewater treatment plant, improvements to the sewer collection system, and the elimination of several lift stations. Design engineering contracts were approved during 2003. The project is anticipated to be ready for construction by mid -year 2004. Personnel Changes The 2004 Budget adds twelve Firefighter positions for the Fire Department, two Dispatcher positions and one Bike Patrol Officer position for the Police Department, one Landscape Maintenance Worker III for the Parks & Recreation Division, one Water Field Operations Supervisor for the Water & Sewer Maintenance Division, and a half-time Clerk for the Billing & Collections Division. The firefighter, dispatcher, bike patrol officer, and landscape maintenance worker III positions are funded in General Fund, and the water field operations supervisor and the half-time clerk are funded in Water & Sewer Fund. 2004 Personnel. Summary 678.03 Total Employees (Full Time Equivalent Basis) Police 172.43 Finance & Internal Services 61.50 Capital Improvements Fire Water & Wastewater 70.00 Operations 170.85 General Government 52.25 Community Planning & Engineering Services 50.00 This budget contains funding for the 2004 projects included in the 2004-2008 Adopted Capital Improvements Program. The projects are shown on pages 180-182. VI 2004 FINANCIAL ACTIVITY SUMMARY The 2004 Adopted Budget and Work Program includes approximately $184.8 million in expenditures. All City funds are budgeted to comply with the City's policy of maintaining 10% of budgeted operating expenditures in unrestricted fund balance or cash and investments with the exception of General Fund, which must maintain a minimum reserve of $3.435 million or sixty (60) days of annual regular general fund operating expenditures. Summary of' Fund Expenditures Category Personnel Materials & Supplies Services & Charges Maintenance Internal Charges Debt Service Purchased Water W.W.T.P. Operations Total Before Transfers/Capital/Depreciation Transfers Capital Depreciation Adopted 2003 $ 31,142,490 4,725,136 14,357,575 1,774,881 3,222,829 11,101,000 4,928,000 4,044,794 75,296,705 6,322,681 53,400,402 8,541,056 $ 143,560,844 Adopted 2004 % Change $ 32,144,286 3.22% 4,899,741 3.70% 14,157,587 -1.39% 1,763,026 -0.67% 3,642,730 13.03% 10,243,911 -7.72% 5,508,000 11.77% 4,665,713 15.35% 77,024,994 2.30% 8,737,074 90,824,250 8,232,352 $ 184,818,670 38.19% 70.08% -3.61% 28.74% The City's adopted 2004 Budget increased approximately $40.8 million when compared to the adopted 2003 Annual Budget. The majority of the increase in expenditures is primarily attributed to the Wastewater System Improvements Project. Other changes are as follows: Personnel increased by $1,001,796 mainly due to normal ment and step range increases that occurred throughout the year and the City Council's adoption of the Pay Plan study recommended by the Hay Group; Internal Charges increased by $419,991 equally for maintenance of older fleet units and replacement charges of the new units purchased in 2003; Purchased Water increased by $580,000 due to a rate increase from Beaver Water District; W.W.T.P. Operations increased by $620,919 primarily due a contract increase with OMI; and Transfers increased by $2,414,393 in the Sales Tax Capital Improvements Fund due to the sales tax revenue reallocation from 25% to 50% for a full year. VII