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HomeMy WebLinkAbout1988-01-12 Info Packet of 1/8City o4 Iowa City MEMORANDUM DATE: January 8, 1987 TO: City Council FROM: City Manager RE: Material in Information Packet Memorandum from the City Manager regarding bond rating. 70 Memorandum from the Finance Director regarding general obligation bond bid opening, 7/ _ Memorandum from the Traffic Engineer regarding feasibility study for the Exxon Grant Signalization Project. 7-Z Memorandum from the Airport Manager regarding airport grant applications. 13 Notice of January 20 meeting of the Southeast Iowa Municipal League. Z Memorandum from the Finance Director regarding management recommendations from McGladrey Henrickson & Pullen. 75 Memo from City Mgr. re Budget Work Session. 76 Memo from City Mgr. re Budget Presentation at Sunrise Optimist. 77 Memo from City Mgr. re Youth Homes. 7P Ltr: from HIS Dir, to Home Builders Association re recent changes in City regulations. 79 Ltr. from City Mgr. to Mr. Robert Maxman re contract addendum with Metcalf 80 & Eddy. — Memo from City Mgr. re five-year City employment history. 8/ Copy of ltr. from Iowa Dept. of Natural Resources re wastewater facility. 7.7 - Memo from City Mgr. re end -of -the -year summary of programs, projects, etc. 9'3 Memo from City Mgr. re Program Analysis & Evaluation Policy. 7�4 Memo from City Mgr. re Budget Plan - Citizens Comm. on City Revenue Recommendations. 9-5, Copy of Proposed Financial Plan - FY89 thru FY91. Copy of Ltr, from Evensen Dodge, Inc, re Credit Ratings. V M City of Iowa City MEMORANDUM DATE: January 8, 1987 TO: City Council FROM: City Manager RE: Bond Rating We have not received an official notification, however Moody's has indicated we will receive a "AAA" bond rating on our proposed general obligation issue of $1.2 million. Moody's also had a number of questions about the status of our sewer bond program. Z11--1 4 1� I u T City of Iowa City MEMORANDUM Date: January 7, 1988 To: City Council From: Rosemary Vitosh, Director of Finance�Uociv Re: General Obligation Bid Opening The bid opening for the $1,260,000 General Obligation Bond issue is sched- uled for 12:00 noon on Tuesday, January 12, 1988, in the Council Chambers. Although your attendance at the bid opening is not required, you are invited to attend if interested. A resolution authorizing the bid award will be on your formal meeting agenda that evening. Final Council action on this bond issue will occur at your January 26 meeting on the bond resolution which authorizes the levying of property taxes for debt service payments. tp4/3 4 M City of Iowa City MEMORANDUM Date: January 8, 1988 To: Steve Atkins, City Manager From: James Brachtel, Traffic Engineer Re: Feasibility Study for the Exxon Grant Signalization Project Attached please find a copy of the consultant's executive summary for the feasibility study of the Exxon Grant Signalization Project. The study indi- cates that the implementation of traffic control signal system improvements will improve system -wide traffic flow and operations along U.S. Highway 6 between its intersection with Riverside Drive and Fairmeadows Boulevard. The consultant will meet with the Council at its informal meeting of Tuesday, January 12 to respond to questions regarding the feasibility study. bj5/9 aL r EXECUTIVE SUMMARY SIGNAL SYSTEM FEASIBILITY STUDY STUDY PURPOSE This study program is the first phase of a three phase Signal Improvement Project with the overall purpose of developing traffic control signal system improvements that will improve traffic flow and operations along U.S. Highway 6 from Riverside Drive to Fairmeadows Street. The purpose of Phase I (Signal System Feasibility Study) is to determine if the traffic flow and operations along the study section can be significantly improved. STUDY APPROACH In general the approach used in completing this study was to simulate traffic flow and operations under two conditions: the before condition which would be as they presently occur along the study section and the after condition which would be as they would occur with optimized signal timings for progression along the study section. The comparison of traffic operations under these conditions would determine the approximate amount of improvement that could be expected. The simulation of traffic flow and operations was accomplished through the use of the AAP (Arterial Analysis Program) which utilizes three computer programs to model traffic signal operations. These three programs are SOAP84, PASSER II -84, and TRANSYT-7F. Since this study dealt with the analysis of an arterial street segment, only the latter two programs were used. FINDINGS Five outputs from the computer simulations were used in the before and after comparisons to determine the approximate levels of improvement to traffic flow and operations. The five outputs are referred to as measures of effectiveness (MOE's) and include: volume/capacity ratio; total delay; average delay; stops; and fuel consumption. The results indicated that from an overall systemwide evaluation all the MOE's showed significant improvements ranging from 8; to 47%. USER BENEFITS The effects of improvements in such operational performance parameters as delay, stops, and speed can be expressed in terms of dollar savings for the user through reduced fuel consumption, vehicle wear, and travel time. The Consultant has calculated the projected annual user benefits for the study segment on U.S. Highway 6 utilizing cost values that are approved and recommended by the Federal Highway Administration. The user benefits, cost values, and savings are listed as follows. Travel Time Reduction 56,901 veh-hr/yr @ $.50 = $ 28,450 Reduction of Stops 2,258,880 veh-stops/yr @ S.014 = 31,625 Reduced Fuel Consumption 60,606 veh-gal/yr @ $I.10 = 66,650 Total Annual Savings $126,725 7A- V p gra The results of this feasiblity study indicate that the implementation of traffic control signal system improvements to include coordinated and optimized signal timings along the study route will significantly improve systemwide traffic flow and operations. Estimated annual user benefits through reduced travel time, vehicle wear, and fuel consumption was estimated to be $126,725 thus again proving that signal system improvements can be a very cost effective way of achieving benefits to the users of a traffic signal system. 7#!L City of Iowa City MEMORANDUM Date: December 21, 1987 To: City Council From: Fred Zehr, Airport Manager Re: Airport Grant Applications On Wednesday, December 2, 1987, representatives of the airport comprised of Commissioners Harry Lewis and John Ockenfels; Ery Moses, H.R. Green Engineering Company; David Brown, legal counsel; and Fred Zehr, Airport Manager met with FAA officials in Kansas City. This trip was planned in response to FAA's compliance status letter and served as an opportunity to meet the new officials in charge of the central region. Of course, one of our first questions was, "Will we get any grant money, and if so, when?" Unfortunately we were unable to get a definite answer. The FAA is out of money currently, and their new appropriation is tied up in congress, however everything we heard was quite encouraging. We dis- cussed in detail the deteriorating condition of our runways and emphasized the urgency of the needed rehabilitation. As a result of the meeting, a number of new ideas are being developed in regard to the airport layout plan. It is anticipated that we will be prepared to present these new ideas to City Council by mid-January. It was determined during this meeting that the City may apply for reim- bursement at any time in a separate grant application for the land acqui- sition costs associated with the Runway 06 clear zone (this land was acquired in conjunction with the Airport Compliance Project). Attached is a copy of the application that we will submit to the FAA in an attempt to regain those funds. bcl CLE 4' FEDERAL ASSISTANCE ZrA„ NUMBER , 6TATE TYPE Orbul of NM -4.dpS Mbt APPLI. Anu OF SUBMISSION ❑ NOTK� OF INTENT (DPTK3NAL) cAnON CATION IDENn. IOENTF rMartY ❑ PREAPPLICATION FIER 0.MTE REO � tr ® APPLICATION To r7 AMIONED P—Aos.IAAea. A e KN dM aj3is lloe I, Sppm,,d. 1p 87-12-10 BY STATE �. LEGAL APPLICANTFRECIPIENT •AOPMr+nl Nnrr City of Iowa City �b.ap„m—Lw Iowa City Airport Commission c SVNUP.O Boa 1801 South Riverside Drive (tcfty Iowa City . I.sMI. Iowa •.c—vY Johnson 1c twP--tNmn, Fred W. Zehr 921PCoos. 52240 d r.I.PA,,.Mul (319) 356-5045 7. TfTLE OF APPL1GNi'S PROJECT IUss facdoP N of Bu IOP1I b ProjKl) poNde S NAY do Iowa City Municipal Airport Clear Zone Acquisition for Development Runway 6 Johnson County PROPOSED FUNDING 17. DERAL t 398,260..00'" PLIGHT 44,028 .00 MTE DO 15. roM It 440 288 a FEDERAL AGENCY TO RECEIVE RED pIGAN17ATIONAL UNIT (IF APPROPRI Airports Division DpTE55 601 East 12th Street 22To Orbul of NM -4.dpS Mbt THE data in Ms prPSp*A*o /.R k APPLIOAFR w true Wd —Oct ft doo CERTIFIES been OJy M ftdzsd by BM pole THAT► boor of Sr appiml MIO V* AW 01 WITHDRAWN A P—Aos.IAAea. A e KN dM aj3is lloe I, Sppm,,d. 23• CERTIFYING REPRE• a TYPED NAME AND TITLE Fred W. Zehr, Man SENTATIVE Iowa City Municip TA, APPUCA. TION Ynr mwd dal O L AWARDED 0 b. REJECTED "D a. RETURNED FOq C FEDERAL t AMENDMENT 0 4 RElUfT7l.D FOq b. APPLICANT E.O. 12372 SUBMISSION c. STATE STATBy Eft�T TO d. LOCAL 0 S. DEFERRED s. OTHER 01 WITHDRAWN S -....r, oo.m. P—Aos.IAAea. A e I. TOTAL wT I 81,717 CONGRESSIONAL DISTRICTS OF. LIC ANT 0. PROJECT 01 01 UECT START IB. PROLE— A E Yrar —0 d.,. DURATION m 88-1-1 Mo : DUE Yp � ,A d, :RAL AGENCY ► 1087-12-10 aderal Aviation Administration 42- r. . W b 10 S. L ( I�� cjDvS.NUMBER rFmw CFDAF MULTIPLE ❑ 0. nTLE Airport Improvements a- b. TYPE OF APPLICANT,RECJPIENT S -....r, oo.m. P—Aos.IAAea. A e ; M. .�. lYl.a� Commission Qw E -O -NT— [ 'APPLICATION >VH3E IF Ik�141 ra►rq+NA' b. N0. PROORAM IS NOT COVERED BY E.G. 12372 ❑ OR PROGRAM HAS NOT BEEN SELECTED BY STATE FOR REVIEW ❑ rt M 15 � N/A REMARKS ADDED Yar -a4 d `i STARTING DATE 10 NFORMA. Ymr a.o�d "FOAMM Np, A -SKI F --W 47 OMD CbnYr A_Im V DETACH AND, AS NECESSARY, STAPLE M ABOVE SHEET. SECT ION IV—REMARKS(Ply morn the prupwldm numOw Iran&CeN 1, NaIll, N^RWif bk) Land Acquisition for Development of Runway 6 - Fee Simple Parcel Owner Acres Total Cost FAA 90% Participation A. Williams, Tam & Karen 4.94 Ac. $ 35,165.00 $ 31,648.50 B. Dane, Harold & Allegra 36.16 Ac. 257,405.00 231,664.50 C. Fitzgarrald, Dean& Phyllis 1.18 Ac. 8,400.00 7,560.00 D. Dane, Harold & Allegra 7.59 Ac. 54,030.00 48,627.00 '49.87 Ac. $355,000.00 $319,500.00 Survey, Engineering and Appraisal services $ 85,288.00 TOTAL $440,288.00 $ 76,760.00 $396,260.00 M STANDARD FORM 424 PAGE t (REV. 464 73 0 a RUNWAY 6 CLEAR ZONE PROPERTY ACQUISITION - PARCEL LOCATION to u SOUTHEAST IOWA MUNICIPAL SOUTHEAST IOWA MUNICIPAL LEAGUE EAG BOX 578 • CENTERVILLE, IOWA 52544 January 4, 1988 •PRESIDENT• MIauEL K.crralee ATTENTION: Southeast Iowa Cit Officials & Assoc. Members Y .1furor nJ Crrrulvrllr • VICE PRESIDENT The January meeting of the Southeast Iowa Municipal League DICK WAL I'MAN will be hosted by the City of Fairfield. Al""of }/nseunne • DIRECTORS • Meeting Date: January 20, 1988 LEROY PETERSON Coaid1snember of Oskaloosa Where: Fairfield Country Club JERRY RIGDON Connotmmrber of aurfinglon Social Hour & Registration: 5:30 P.M. JOAN MATTINGLY Cwrncamenrber of Cemeredle Buffet Dinner: 6:30 P.M. (Cost - $9.00) TIIOMAS HART .favor of Darenporn Program: Executive Director of I.L.M., Mr. Peter King, will • IMMEDIATE PAST PRESIDENT • discuss legislative matters and preview the legislative Session. C. A. WILLIAMS. JR. ,tJgem of,Vew Condon Election of Officers: The Nominating Committee will nominate a • SECRETARY -TREASURER • E. GAMES candidate for President and Vice President and persons to fill .MARTIN Clerk of cenorwile the Board vacancies. Secretary/Treasurer: The new Board to appoint a Sec./Treasurer. Every elected and appointed City Official is welcome You do not have to be a member to attend. Newly elected officials, please attend Directions: On Hwy. 34 to Highland St. (There is a sign: To Hospital at that intersection). Then South on Highland past the hospital, approximately 6 blocks, to the end of Highland where the clubhouse is located. To facilitate planning, please fill out and mail (or telephone) your roservations by January 18, 1988. Send reservations to: Number of reservations City of Fairfield Attn: Joy Eddy 188 S. Main Fairfield, IA 52556 Phone: 515-472-6193 City or Associate Member To theperson receiving this notice: Please make copies and distribute to or May, Council Members, City Clerk and Administrator/Manager. Thank you. I 4&F_r Michael Kattchee President Mayor of Coralville 9Y v M City of Iowa City MEMORANDUM Date: January 6, 1988 To: City Council and City Manager From: Rosemary Vitosh, Director of Finance Qlr R— Re: Management Recommendations from McGladrey Hendrickson & Pullen During the course of the audit work each year, our auditors have the opportu- nity to observe our procedures. Occasionally, they discover tasks that are not operating at the level intended when the procedures were adopted, or simply identify functions where improvements could be made. These items are seldom material enough to be classified as an internal control comment, or have an affect on the financial statements. However, it is helpful to man- agement to be made aware of these areas of concern. Attached is the "Manage- ment Recommendations" letter from McGladrey Hendrickson & Pullen as a result of this year's examination. The following represents my response to their recommendations. 1. Purchasing Procedures: The Purchasing Manual is currently being reviewed by the Legal Depart- ment. In the interim, steps have been taken to improve some of the authorization and payment documentation policies until a revised Purchas- ing Manual can be completed. 2. Inventories: A considerable amount of work has been done to evaluate the status of the equipment inventory. While City staff does not necessarily agree with the auditor's determination of what items may or may not be obsolete, their recommendations will be taken into consideration as further analy- sis of the inventory is made. 3. Electronic Data Processing: The auditor's recommendations have not changed over the years, accord- ingly neither has the City's position concerning the financial feasibil- ity of a segregated operation. The recommendations from McGladrey Hendrickson & Pullen provide City manage- ment staff the opportunity to see the procedures from an objective point of view. I appreciate the recommendations discussed here and I look forward to future input of this nature. bj5/6 7SO MMCGLADREY Hendrickson & Pullen CERTIFIED PUBLIC RCOUnT�MTl Ms. Rosemary Vitosh City of Iowa City Civic Center Iowa City, IA 52240 Dear Rosemary: Inlernationally DUNIMOOY ROBSON SkGLADREY & PULLER November 23, 1987 We have completed our fieldwork for the audit of the June 30, 1987 financial statements and the federal audit report. We would like to thank the City personnel for their assistance in helping us complete the examination. As in prior years, there are some observations and suggestions which we would like to bring to your attention. The items are: 1• Purchasing Procedures Based on our compliance testing of the City's general disbursements internal controls, reviews of the City's purchasing manual and memorandums, and interviews with Cathy Eisenhofer and Monica Bieri regarding controls and procedures for City purchases, again this year that some documentation s does not we have noted of purchased correspond to the official policies of the City's purchasing system. The City's personnel have indicated to us that a revised purchasing manual has been developed, but has been delayed in the review stage. We would like to encourage the City to complete the new manual in order to facilitate compliance with the City's policies. Inventories Our examination of the equipment inventory was facilitated this year by the the proper adjustments of the inventory to physical count at year—end and by the elimination of small dollar value Stems. However, through our inquiries and observations, we noted the equipment inventory still contains a number of obsolete and duplicate items. We suggest the City consider selling or disposing of these items to reduce the carrying value of the equipment inventory to an amount that represents the usefulness of the inventory. .100 /a/n:n %•rnlrr 0,,".4rnrt ( . .%. 75 u a 7. Electronic Data Processing We have reviewed the City's electronic data processing controls and we would like to refer to the previous year's recommendations included in a memorandum accompanying the management letter dated November 17, 1986. These suggestions should be reviewed again to determine their present status. If you have any questions or if we can be of any assistance in imple- menting any of these suggestions, please contact us. Sincerely, McGLADREY HENDRICKSr & PUL LEN Stan R. Miller, Partner 7s City of Iowa City MEMORANDUM DATE: January 5, 1987 TO: City Council FROM: City Manager RE: Budget Work Session A budget work session has been scheduled for Tuesday, January 19, at 5:30 P.M. in the Senior Center Classroom A. Dinner will be provided. cc: Rosemary Vitosh Dale Helling Terry Kimble Marian Karr I-il ®r i2 City of Iowa City MEMORANDUM DATE: January 5, 1987 TO: City Council FROM: City Manager RE: Budget Presentation As I did last year, I have accepted invitations from service clubs, community groups, etc., to appear and make a presentation on budget issues. I have scheduled the Sunrise Optimist for Tuesday, January 25. II I j l� 'i i �1 i' u M City of Iowa City MEMORANDUM Date: January 4, 1988 To: City Council From: City Manager Re: Youth Homes We recently were advised that Youth Homes is about to initiate a purchase option for property at 402 S. Linn Street. You may recognize the property as the large white house near the old Regina School. They will need to apply for a special exception; however, all other issues associated with the property appear to be in order. Youth Homes was advised to talk with neighbors and do as much preliminary work as possible. If you have any questions or concerns about the pending purchase, please let me know and/or contact Youth Homes with your concerns. /sp koi CITY OF IOWA CITY CIVIC CENTER 410 E WASHINGTON ST. IOWA CITY. IOWA 52240 (319) 356-5000 January 4, 1988 Mr. Boyd Crosby Home Builders Association c/o Boyd Crosby Construction 1154 Oakes Drive Iowa City, Iowa 52240 Dear Boyd: I wish to take this opportunity to inform you of several recent changes in City regulations that would be of interest to home builders in Iowa City. The 1987 National Electrical Code has been adopted and went into effect on December 9, 1987. In particular, the following changes should be of interest: 1. Electrical wiring in ramex will be permitted to be exposed in basement areas of single-family and duplex structures. In addition, romex will be allowed in accessory buildings associated with single- family and duplex structures. 2. Lighting of stairways has been changed to require that they be adequately lit instead of lighting at the top, the landing, and the bottom of the stair tower. 3. Kitchen convenience outlets located above the counter and within six feet of a sink will be required to be on GFI circuits. Also, at least one GFI outlet will be required in basement areas regardless of whether they are finished or not. 4. Any rooftop heating, air conditioning, or refrigeration equipment will require a convenience outlet (120 volt) within 75 feet and on each roof level where equipment is located. The procedures concerning erosion control deposits have been modified. Instead of the $500 per lot escrow that is now required, an option will be available for a one-time contractor's continuous deposit of $1,000 to cover work on more than one lot. If you have any questions egarding these matters, please feel free to con act m . Sin er ly Doug as W. B throy, D recto Department o Housing b Inspection Ser ices E&I CITY OF IOWA CHIC CENTER 41 CITY O E WASHINGTON ST. IOWA CITY. IOWA 52240 (319) 355-50CC January 5, 1988 Mr. Robert Maxman Metcalf & Eddy, Inc. 85 W. Algonquin Road, Suite 500 Arlington Heights, Illinois 60005-4422 Dear Bob: After a thorough review of the documentation that has been submitted by Metcalf & Eddy, and conversations with City staff concerning the results of recent meetings, the following represents the City's position if we are to continue the relationship with Metcalf & Eddy concerning design, project management and construction management for our wastewater treat- ment plant and other related sewer system improvements. We propose that the existing contract between the City of Iowa City and Metcalf & Eddy, Inc. be amended by a formal addendum. This addendum should identify causes for the delay in the project, should provide for Metcalf & Eddy's Performance with respect to compliance with terms of the existing con- tract, should establish an alternate schedule for completion of work originally contracted, should provide for terms of payment for work completed, and should reflect the various terms and conditions hereafter specified. This addendum must provide that it will not serve to relieve Metcalf & Eddy of any of its responsibilities under the original agree- ment, nor will it constitute a waiver by the City of any of its rights Of claim against Metcalf & Eddy for prior lack of performance. Metcalf & Eddy would be willing to execute such an addendum If containing the terms and conditions so indicated in the following list, Metcalf & Eddy would also be expected to proceed immediately to conclude those elements of the project as identified. I would ask that you review this proposal, including the specific terms and conditions which follow, and offer a response. My intent in ap- proaching the matter in this fashion is to obtain assurance that your company can fully comply with our proposal and is willingto amend the contract accordingly. If all elements identified herein cannot be satisfied, it would be my judgement that it would be futile to pursue an amended contract and continue delays in the completion of the Iowa City project. Please review the following list and once again a prompt response would be appreciated. Mr. Robert Maxman January 5, 1988 Page 2 TER14S AND CONDITIONS Phasing of design and construction work. The project will be divided into five separate elements, each element to be bid separately for con- struction, as proposed by Metcalf & Eddy as a part of the "implementa- tion strategy" submitted to the City as a part of and referenced in a letter dated November 16, 1987, from Metcalf & Eddy. The elements will be as follows: Element 1 - North plant compliance. Includes construction of addi- tional clarifiers, disinfection facilities, necessary connecting piping and pumping facilities, and all other components necessary for modification of the facility to satisfy requirements of the Iowa Department of Natural Resources for compliance by July 1, 1988, as specified in administrative order N87 -WW -52 dated August 11, 1987. As you are aware, this is the initial and most critical component if we are to fully satisfy DNR orders and therefore it would be ex- pected that this work would be undertaken and concluded immediately. 2. Element 2 - South plant. An activated sludge wastewater treatment facility which includes influent pumping facility, screening and grit removal, an equalization basin, two primary clarifiers, four mechanical aeration basins, two secondary clarifiers, chlorination and sulfination facilities, including contact tanks, two anaerobic digesters, sludge lagoons and all other components necessary to make the facility functionally complete. 3. Element 3 - Major sewerage. Includes outfall sewer from the South Plant to the Iowa River and all segments of the Southeast Intercep- tor Sewer from the South Plant to First Avenue along with all appurtenances. 4. Element 4 - Relief sewers. Includes the Benton Street relief sewer and all other sewers included in the project north and east of First Avenue, along with all appurtenances. 5. Element 5 - North Plant -Excess Flow. Includes influent pumping facilities, new screens and grit removal, equalization basins, new trickling filters, effluent pumping station, clarifiers, filtration facilities, belt filter press facility and all other components necessary to make the facility functionally complete. Metcalf & Eddy will provide the City with a complete breakdown of design costs for each of these elements. These design costs shall not include project management costs which will be listed separately for the design phase of the project. Billings for the remainder of the design work, as well as for services during construction, shall separate design, con- struction management and project management costs and all information, invoices, and cost related data submitted by Metcalf & Eddy to the City shall reflect these costs separately. l!� Mr. Robert Maxman January 5, 1988 Page 3 Procedure Metcalf & Eddy will immediately proceed with the final design of the North Plant compliance to be bid as early as possible in the spring of 1988 with construction to begin immediately upon contract award. Metcalf & Eddy will immediately proceed with final design on the South Plant, Major Sewers and Relief Sewer contract segments, these to be bid simultaneously and/or in some manner so that the contracts may be awarded simultaneously at the earliest opportunity in the spring of 1988 with construction to begin immediately upon award of contract. Metcalf & Eddy will proceed immediately to complete design outline documents and preliminary cost estimates for the North Plant Excess Flow contract segment, with this information to be provided to the City prior to the approval by the City Council of plans, specifications, form of contract and final cost estimates for the South Plant, Major Sewers and Relief Sewers contract segments. Metcalf & Eddy will proceed immedi- ately on the basis of estimates to date to prepare a Revised Project Budget for all phases of the project for review and approval by the City. The revised project budgetfor construction of all five phases of the project shall not exceed $36.36 million, except upon approval by the City for further cost additions to the project. This amount will in- clude a 7.5% cost contingency item for construction of the total pro- ject. In the event that the bids received and the contracts awarded for construction of any phase of the project are below the final cost esti- mates, the City shall retain the right to determine and direct how such funds are to be spent. Upon award of contracts for the first four elements, Metcalf & Eddy will, upon direction by the City, proceed to complete design plans and specifications and final cost estimates for the North Plant - Excess Flow element based upon design decisions by the City and Metcalf & Eddy. Parties agree that the City will retain an option to delete from the June 17, 1986 agreement with Metcalf & Eddy construction management and/or project management services for the construction of all or part of the sewer portion of the project (Phases 3 and 4). Upon selection by the City of those portions to be deleted from the agreement, the parties agree that a proportional amount shall be deleted from the appropriate construction management and/or project management total fees for serv- ices as provided in the agreement. Payment: a. Desi n Services. Actual cost to the City for design (basic project deve opment, esign outline and final design) shall not exceed $2,577,000 as per the existing agreement between the parties. City shall make payment to Metcalf & Eddy for the remainder of the design cost as follows: Upon delivery to the City of the final plans, specifications, form of contract and final cost estimates for each of the first four >egments (excluding North Plant - Excess Flow) the City shall place Mr. Robert Maxman January 5, 1988 Page 4 in escrow 100% of the remaining amount as specified below owed to Metcalf & Eddy for that respective segment, which amount plus inter- est accrued, shall be released by the City for payment to Metcalf & Eddy upon receipt and acceptance of bids and award of contracts as follows: Element 1: North Plant Compliance - $93,390 to be released upon receipt and acceptance of bids and award of contract. Elements 2, 3 and 4: South Plant, Major Sewers and Relief Sewers - The amounts of $101,400; $45,000 and $45,000 respectively, to be released upon receipt and acceptance award of all three bids, such that they can be awarded simultaneously and provided that north plant compliance bids have been received. Element 5: The North Plant - Excess Flow: The amount of $54,800 to be paid upon receipt of design outline documents, preliminary de- sign, preliminary cost estimates and $300,000 upon receipt and acceptance of bids and award of the contract. The City shall not be required to accept a bid or bids and award a contract or contracts for any phase of the project unless and until the following: 1. The bids for that element of the project are within the estimated construction cost for that element as identified in the Revised Project Budget. 2. All necessary documents are prepared by Metcalf & Eddy, submitted to IDNR, and a construction permit is issued by IDNR; and 3. Acquisition of all land and easements which are necessary to allow for construction by the contractor on schedule have been acquired or can be acquired in a timely fashion. Assuming these terms are acceptable in concept, it is imperative that representatives of the City and Metcalf & Eddy meet as soon as possible to finalize the contract addendum language in order that work may pro- gress without further delay. Sincerely yours, Stephen . Atki s City Ma ger /sp City of lows City MEMORANDUM Date: January 5, 1988 To: City Council From: City Manager Re: City Employees As you requested, attached is a copy of a five-year employment history. This employment history represents all City funds and notable changes have been identified. As soon as the FY89 budget information has been con- cluded, an additional column will be added to show the employment trends, which include the proposed budget. tpl/11 Attachment ME u P DIVISION Cable TV City Manager Civil Rights Economic Development Energy Equipment Human Relations Senior Center Airport FULL-TIME EMPLOYEES Increases/Decreases FY84 thrU FY88 FY84 FY85 FY86 FY87 FY88 1.50 1.50 1.50 1.75 1.75 3.00 3.00 3.00 3.00 3.00 1.00 1.00 1.00 1.00 1.00 REMARKS 1.00 Moved from P&PD. 0.50 0.50 0.50 0.50 0.50 14.00 15.00 18.00 18.00 17.00 Transit Shop opened FY86. 3.00 3.00 3.00 3.00 3.00 4.00 4.00 4.00 4.50 4.50 Added 1 1.00 1.00 1.00 1.00 1.00 vo unteer coord. City Attorney 4.00 3.00 4.00 4.00 4.00 Permanent City Attorney reflected FY86. City Clerk 3.00 3.25 3.25 3.25 3.25 Accounting Data Processing 9.00 9.50 7.50 2.00 7.50 2.00 7.50 2.00 FY86 two positions moved to Data Processing. Made separate division Finance Admin 3.00 3.00 4.00 4.00 4.00 in FY86. Parking Procurement 23.50 5.12 25.50 5.12 25.50 5.12 25.50 5.12 25.50 5.12 FY85 expanded hours in both ramps. Treasury 11.00 11.00 11.00 11.00 11.00 Word Processing 4.00 4.00 4.00 4.00 4.00 FY84 FY85 FY86 Ly 82 FY88 i REMARKS DIVISION 50.00 51.00 51.00 51.00 51.00 Fire 6.25 6.75 1.00 7.00 9.00 Federal Funds Assisted Housing 5.00 5.00 5.00 5.00 5.00 Building Inspec 1.50 2.00 2.00 2.00 2.00 H&IS Admin 4.00 4.00 4.00 4.00 4.00 Housing Inspec 26.50 26.50 26.75 26.75 26.75 Library I Parks & Rec 2.00 2.00 2.00 2.00 2.00 I Admin 1.00 2.00 FY88 - Temporary full-time i 1.00 1.00 1.00 became permanent full-time. CBD 3.00 3.00 3.00 3.00 3.00 Cemetery 1.00 2.00 2.00 2.00 2.00 Forestry Government Bldg 2.00 2.00 2.00 2.00 2.00 11.00 10.00 10.00 10.00 10.00 Parks 9.75 9.75 10.25 10.00 10.00 Recreation CDBG Federal Funds/Economic & 12.25 15.51 15.00 14.00 13.60 Dev to Admin/.Includes new Planning Dev 60% Rehab Position. Program Animal Control 4.00 4.00 4.00 4.00 4.00 �I Police/Non-sworn 10.00 10.00 10.50 10.50 10.50 Personnel Police/Sworn 54.00 54.00 53.00 53.00 53.00 t Personnel I DIVISION FY84 FY85 FY86 FY87 FY88 REMARKS Public Works Admin 1.50 2.00 2.00 2.00 2.00 Engineering 11.00 10.00 10.00 10.00 10.00 Landfill 6.75 6.75 6.75 6.75 6.75 Pollution Control 17.00 17.00 17.00 17.00 17.00 Refuse 10.75 10.75 10.75 10.75 10.75 Streets 18.50 18.50 18.50 18.50 18.50 Traffic Eng 8.00 8.00 8.00 8.00 8.00 Water 22.00 22.00 22.00 22.00 22.00 Transit 48.25 48.25 49.50 49.50 38.50 Reduction due to service cutback. TOTALS 437.62 445.13 451.37 450.87 442.47 3 T V d STATEOF l TERRY E. BRANSTAD, GOVERNOR CERTIFIED MAIL January 8, 1988 City of Iowa City Civic Center, 410 East Washington Iowa City, IA 52240 ATTN: Ron. Mayor and Council RECIIVFp,1P,t'! 121988 DEPARTMENT OF NATURAL RESOURCES LARRY J. WILSON, DIRECTOR RE: Wastewater Facility - Administrative Order 87 -WW -52 Referral to the Attorney General Dear Mayor and Council: The matter of your violation of the above -referenced administra- tive order has been referred to this office. We intend to ask the Environmental Protection Commission to refer this case to the Iowa Attorney General, to seek appropriate relief through the courts. We will present this matter to the Environmental Protection Com- mission at their meeting on February 15-16, 1988, in Des Moines. If you or a representative wish to attend this meeting, please inform me at your earliest convenience and I will obtain a spe- cific time for you on the agenda. My telephone number is 515/281-6267. Sincerely,,/ Diana L. Hansen Attorney, Iowa Department of Natural Resources cc: F06 DNR,EPD WA I ACE STATE OFFICE BUILDING /DES MOINES, IOWA 50319/515-281-5145 Zdl City of Iowa City MEMORANDUM DATE: January 8, 1988 TO: City Council FROM: City Manager RE: 1987 The following is a brief end -of -the -year summary of programs, projects, etc., that were considered by the City Council in 1987. It is by no means compre- hensive, but merely attempts to highlight those decisions that affected the City Council and our community. TRANSPORTATION Successful federal and state grants for transportation improvement projects included: Heinz Road/Scott Boulevard RISE $ 463,174 UMTA Section 9 Operating Assistance 179,178 UMTA Section 8 Capital Assistance 384,000 Iowa DOT State Transit Assistance 79,948 Exxon Oil Overcharge Funds (Iowa DOT) 22,300 TOTAL $.1,128,600 The Johnson County Council of Governments (JCCOG) was also able to obtain a $96,000 no interest loan from Iowa DOT which will permit the City to spread out transit local match payments over four years. In addition, the City received $637,813 in FAUS funds for the Benton Street Bridge reconstruction project. This amount includes $14,663 from the City of University Heights. EMERGENCY SHELTER GRANTS THE JCCOG prepared and submitted to the Iowa Department of Economic Develop- ment a proposal for Emergency Shelter Grants funding for Iowa City. Iowa City was awarded $20,600 to be expended in support of services for the home- less provided by the Emergency Housing Project, Domestic Violence Project, and Youth Homes, Inc. GANNETT FOUNDATION The Human Services Coordinator participated as a member of a task force which researched, prepared, and submitted a proposal for the Gannett Founda- tion's 1987 Community Priorities Program. That Foundation awarded $150,000 to be used to establish a boarding house in Iowa City for persons with chronic mental illness and to fund the development of a support team for those clients. 9 City Council January 8, 1987 Page 2 CDBG PROGRAM The Community Development Block Grant Program, with $789,000 and program income of $69,000 from the sale of the two Lower Ralston Creek parcels and $10,000 in Housing Rehabilitation loan repayments, was successful in implementing many projects which benefitted low and moderate income persons. Following is a summary of those projects: a. In Housing Rehabilitation, 31 owner -occupied homes and 19 rental units were remodeled. Nine homes were made accessible for handi- capped owners allowing them to remain in their homes. b. The Crisis Center and Food Bank acquired and rehabilitated a new building for their quarters which they moved into in November. The Community Mental Health center also expanded into a new building with the assistance of funding from the CDBG Program. c. The bank of Ralston Creek adjacent to the parking lot on Washington Street was stabilized through the hard work of the young persons in the Mayor's Youth Employment Program. Many tons of rock were moved by hand. d. In cooperation with Handicare, Inc., a new neighborhood park was con- structed at Harrison and Linn Streets. Due to the fact that it is located on a rather steep hillside, it has been somewhat difficult and expensive to construct. The City's financial contribution was through the Community Development Block Grant Funds. The remainder was financed by donations received through the efforts of Handicare, Inc. The park is designed primarily to accommodate the handicapped and preschool children. The Parks and Recreation Commission has recommended it be named "Harrison Hill Park". The Plaza Minipark was rebuilt into a permanent open space continuous with the rest of the downtown Plaza. HISTORIC PRESERVATION AWARDS In March, the City Council awarded six property owners the Historic Preservation Award for 1986 projects. The projects included Brewery Square, the Commerce Center, the Arthur Hillyer Ford residence on Brown Street, Ewers Men's Store, the Hunter duplex on Washington Street, and the Dawson House on East Bowery Street. SPRING CLEANUP DAY The Iowa City Riverfront Commission, the Iowa City Jaycees, and the Alpha Phi Omega Fraternity co-sponsored a clean-up day along the Iowa River and major entrances to the community in conjunction with Riverfest 1987 in April of this year. A police escord was provided for volunteers picking up litter along the highways. Landfill space was donated by the City. M City Council January 8, 1987 Page 3 ENTREPRENEURIAL OPPORTUNITIES In response to a need in the community for locations for small start-up manufacturing companies, the City Council adopted a revision to the zoning ordinance which permits light manufacturing in the CI -1 Intensive Commercial Zone, thereby providing more locational opportunities for new businesses. ACCESSORY APARTMENTS To address the issue of housing the elderly and handicapped, City Council made possible the creation of accessory apartments in single family homes. These apartments are intended to provide financial opportunity for the elderly to remain in their homes or to lease a small apartment in a home. Iowa City is the first community in Iowa to allow accessory apartments in all single-family residential zones. RESEARCH DEVELOPMENT PARKS The ROP Research Development Park zone underwent major revisions to streamline the process by eliminating the Large Scale Development process in areas zoned ROP. Provisions to assure cohesive and attractive research parks were also developed. SWIMMING POOLS Two contracts were approved in 1987 for major swimming pool projects. In April, the contract was awarded for construction of the new Mercer Park Aquatic Center. This is a joint project with the Iowa City Community School District and is scheduled for completion in May 1988. A formal groundbreaking ceremony was conducted on May 11. In August the contract for renovation of the City Park Pool was awarded. This project also is scheduled for completion in May 1988. CONCEPTUAL PLANS FOR PARKS b RECREATION COMPLEX Conceptual plans have been completed for a new parks and recreation complex proposed to be located adjacent to the new sewage treatment plant. Preliminary designs call for the equivalent of ten full-size soccer fields, four softball fields, a sizeable portion of parkland, and the necessary parking, buildings, roads, etc. CITY PARK IMPROVEMENTS In addition to the pool renovation, several other significant improvements occurred in City Park. The electricity in all shelters was renovated for the safety and convenience of park patrons, as well as appearance; water lines were installed to all shelters; new roofs were installed on three shelters, and all shelters received a fresh coat of stain. All work was accomplished in-house. P e3 City Council January 8, 1988 Page 4 MERCER PARK IMPROVEMENTS In addition to the new aquatic center, 1987 improvements in Mercer Park include: the renovation of two softball infields to create a better playing surface and improved drainage; the construction of a new press box by the Babe Ruth organization; and the removal of the old (and dangerous) fire truck. As was the case in City Park, this truck was replaced with new playground equipment, partially funded with proceeds from the sale of the fire trucks. CENTRAL BUSINESS DISTRICT - DOWNTOWN PLAZA On Saturday, September 12, a major clean-up effort was conducted in the City Plaza and surrounding area. Over 100 volunteers participated in the effort, which included sweeping, picking up litter, cleaning under tree grates, planting flowers, pruning shrubs and trees, and filling the beds with wood chips. This project was spearheaded by the Downtown Association in coopera- tion with the City. Project GREEN also provided assistance. ENERGY CONSERVATION PROGRAMS - RECREATION CENTER A number of energy conservation projects were completed in 1987 through the City's Energy Grant Program. The most significant of these projects occurred at the Recreation Center and included the replacement of most lights, a pool blanket, a heat recovery system in the pool and locker rooms, and the installation of an energy management system. Energy consumption at the Center has decreased 24 percent as a result. PARKS AND RECREATION FOUNDATION The Parks and Recreation Commission has been working toward the formation of the Iowa City Parks and Recreation Foundation. The articles of incorporation and bylaws have been finalized and the foundation should begin in 1988. ALCOHOL AWARENESS PROGRAM The City Manager furnished a memorandum to the City Council on June 8, 1987, which outlined the proposed Alcohol Awareness Program. The proposed program includes the training and licensing of bartenders and operators of packaged goods stores. With the current press of other matters, the City Manager asked and received permission from the City Council to postpone the program until a later date. FAIR HOUSING PROJECT The Human Rights Commission, along with three other civil rights agencies in Iowa, applied for the U.S. Department of Housing and Urban Development's Fair Housing Grant Program. In December we were notified that the project had been selected for funding. It is a multi -faceted project which includes two Fair Housing Conferences, a Fair Housing Mobile Unit to promote fair housing in all 99 Iowa counties, and a survey which will be conducted to determine the attitudes of Iowans about fair housing and race -related concerns. The project is scheduled to be completed in 18 months. City Council January 8, 1988 Page 5 CIVIL RIGHTS - MICROCOMPUTER During the summer 1987 the Iowa Civil Rights Commission received funding from the Iowa Lawyers Trust Account Program to purchase software designed to assist those involved in civil rights enforcement in analyzing cases that are being investigated. The Human Rights Commission also received funding from the same source to purchase the hardware necessary to utilize the program. Iowa City qualifies by virtue of its having a professional staff person to receive both the hardware and the software under this program. EQUIPMENT MAINTENANCE Equipment Division operations were split into two separate account programs one for Transit Maintenance and the other for General Equipment Maintenance. The purpose of this split is to separate all accounting procedures in order to maintain better fiscal records and analyses for these separate functions. A fixed replacement schedule was established for Fire Department vehicles. This brings the Fire Department equipment into line with all other City vehicular equipment with respect to acquisition and maintenance policies and procedures. NEW POLICE OFFICERS Three police officers were hired following an extensive recruitment campaign and comprehensive testing process. Three hundred sixty-five applications were submitted with 238 candidates taking the written tests. Based on written, physical agility and psychological testing, this group was reduced to 38 applicants who were interviewed by the Civil Service Commission. Following reference and background checks, ten persons were certified by the Commission with ten additional persons being placed on a reserve eligibility list. NEW FEDERAL PERSONNEL REGULATIONS In conjunction with the new federal income tax laws, revised W4 withholding forms had to be completed by over 700 permanent and temporary employees under the coordinating efforts of the Human Relations staff. It was also necessary to bring the City into compliance with the new COBRA law granting certain con- tinuing insurance rights under City programs for all employees and their dependents and to ensure that strict requirements for notification of those rights are received by every affected employee and his/her dependents. Finally, the Immi- gration Reform and Control Act makes it mandatory that the City now verify the identity and employment eligibility of every employee being hired. For all the above requirements, implementation programs were established and comprehensive recordkeeping requirements for each were developed and computerized. M City Council January 8, 1987 Page 6 MUNICIPAL INFRACTION CITATION PROCESS This new code enforcement process allows the City to treat code a civil offense punishable by fines and to establish a "traffic to City violations. This past year this process has expedited of City regulations significantly by reducing the average time decision from six months or more to an average of 79 days. In City has collected over $760 in fines. ASSISTED HOUSING violations as ticket" approach the enforcement to get a court addition, the The Council continued to actively support housing for low and moderate income families. During the calendar year 1987, the City Council, in its role as the Iowa City Housing Authority, made application to HUD for additional assisted housing units and was granted $589,596 to support 133 new units. Also, the Iowa City Housing Authority received a superior rating from HUD on its manage- ment of the City's assisted housing program. MINORITY REPRESENTATION In March 1987, the manager of the Omaha office of the Department of Housing and Urban Development presented the City with an award for outstanding achieve- ment in soliciting and awarding contracts to minority business enterprises working on CDBG projects. The City far exceeded the goal for minority contracts set by HUD, and had the best record in the State regarding percentage of funds awarded to minority contractors. STATE ECONOMIC DEVELOPMENT GRANT The Iowa Department of Economic Development awarded the City a Community Economic Betterment Account (CEBA) loan for $100,000 on behalf of WORLDVIEW, Inc., to produce and market English translations of Russian television news broadcasts received from orbiting Soviet satellites. URBAN RENEWAL PLAN AMENDMENT The Urban Renewal Plan was amended to allow The University of Iowa to redevelop the parcel at the corner of South Madison and Court as open space in conjunction with the renovation of the former Breese Building to an engineering research facility. WALKING MALL LIGHTING FIXTURES During the spring 1987, the Traffic Engineering Division converted the lighting fixtures in City Plaza. The old units were wood -clad aluminum posts supporting four 75 watt mercury vapor lights. Over time these units deteriorated, were vandalized and were in need of significant repair. The new replacement units are steel poles supporting one 150 watt high pressure sodium vapor light. The energy savings during the first five months of operation (June to October) reduced the 1986 energy usage of 38,165 kilowatt hours to 23,165 kilowatt hours. This energy savings resulted in a cost reduction from $3,041 in 1986 to $2,009 in 1987. f•E City Council January 8, 1987 Page 7 CURB AND GUTTER PROGRAM This past summer, for the first time in many years, the Streets Division administered a curb and gutter repair program. Streets Division work crews replaced 2,900 linear feet of curb and gutter. The work was concentrated in the older sections of the City where many of the streets were constructed around the turn of the century. Materials at that time included bricks for the driving surface and either concrete or stone curbs. Most of the streets in the older sections of the City have been overlaid with asphalt to maintain an acceptable driving surface. MANHOLE AND STORM SEWER CATCH BASIN CLEANING In 1987 the Pollution Control Division purchased and began using a new machine to vacuum debris from manholes and catch basins. This machine eliminates the need for employees to climb down into manholes or catch basins and manually remove debris. This machine has been a real asset to Pollution Control work crews since many old manholes in Iowa City were built like chimneys and have only +2 feet openings. NEW ANIMAL SHELTER - IOWA CITY/CORALVILLE Following nearly two years agreed to jointly construct The structure will be built and operating costs will be PUBLIC LIBRARY ACCREDITED of discussions, the Coralville and Iowa City Councils a new Animal Control facility for the two communities. on property owned by Iowa City. Both construction proportionately shared by the two cities. In 1987, the Iowa City Public Library was one of the first of 57 Iowa public libraries to become accredited under the new accreditation program of the State Library of Iowa. The Mayor presented the Library Director and the Library Board President a Certificate of Appreciation in July. RECIPROCAL AGREEMENT WITH CEDAR RAPIDS PUBLIC LIBRARY As part of increasing cooperation and joint economic development efforts between Iowa City and Cedar Rapids, the public libraries of both communities signed an agreement in November which lets library card holders from both communities use either public library. CITY DEPARTMENTS HELP ENRICH LIBRARY PROGRAMS A pre-schooler storyhour on a City bus, City elected and appointed staff participating in a 15 -hour readathon to encourage the joy of reading, displays at the Library by the Riverfront Commission and the Historic Preservation Com- mission, a puppet festival jointly sponsored by the Library and the Recreation Department, demonstration of equipment for visually handicapped at both the Library and the Senior Center, performances and art displays at the Library by the Recreation Division's Special Populations Involvement - these are just a few of the library projects enhanced through cooperation with other City departments in 1987. M City Council January 8, 1987 Page 8 NATIONAL ENDOWMENT FOR THE HUMANITIES CHALLENGE GRANT The Public Library's Foundation raised over $275,000 in matching funds in 1987 to qualify for $84,000 of its $125,000 challenge grant award. The Library is one of only two public libraries receiving such grants in late 1986. AIRPORT The construction work on runway 6 was completed during the summer months, and the airport was inspected by FAA officials for compliance with their standards. The end of the year brought a letter from the FAA awarding compliance status with FAA standards and eligibility to compete for FAA grant monies. The Airport Commission completed an extensive survey of aircraft owners in the area. The results indicated a perceived need for improved instrument approaches, additional hangar space, weather reporting equipment and needed improvements to the runway surfaces. As a result of the survey, the Commission has implemented a "Hangar Waiting List" to determine the actual need for additional hangars. The airport also hosted the 7th Annual Airport Breakfast which was a huge success with 3,000 to 4,000 people in attendance. MUTUAL AID - FIRE SERVICE 1987 marked Iowa City's first full calendar year under the Johnson County Mutual Aid Agreement. Iowa City took advantage of the agreement on several occasions. In all cases, the assistance resulted in reduced damage to Iowa Citians' property. The most notable call for mutual aid was the Lambda Chi Fraternity fire in August. In addition to receiving help, Iowa City was able to assist county departments on several occasions. Outgoing mutual aid responses receiving the most publicity were the Abbey Inn fire in Coralville and the MAPCO fire in West Branch's district. FIRE LADDER TRUCK REPLACEMENT A new ladder truck was ordered to replace the 1948 model. This truck was bid in cooperation with Coralville and their need for a new ladder truck. As a result both cities received lower bids than anticipated. Coralville's purchase will allow Iowa City to dispense with the expense of $150,000 to rehabilitate a reserve ladder truck, and Coralville will serve as the backup unit through mutual aid agreement. V EQUIPMENT REPLACEMENT FOR FIREFIGHTERS q In 1987 we were able to substantially improve the safety of our firefighters through the replacement of some of the old and obsolete equipment used by the Fire Department. Breathing apparatus over 25 years old have been replaced, older unreliable hose replaced, and personal protective gear upgraded for firefighters. A City Council January 8, 1987 Page 9 COMPUTERIZATION OF FIRE REPORTS The Iowa City Fire Department began computerizing Emergency Response Reports in 1987. The automation of this reporting system will allow us to compile data in a more timely fashion and to more effectively analyze this data to target specific fire problems within our community. In addition, the Johnson County Independent Insurance Agents donated an Apple Macintosh Computer to help the Fire Department meet new federal hazardous materials reporting requirements. FIRE PREVENTION BUREAU ASSISTANTS In an effort to keep pace with the increasing workload imposed on the Fire Marshal, a new Bureau Assistant Program has been implemented. One firefighter per shift has been designated Bureau Assistant. These Bureau Assistants perform special inspections such as liquor license inspections, day care inspections, or any other inspections requiring a higher level of expertise than otherwise available on shift. The Bureau Assistants perform routine fire cause and arson investiga- tions in addition to representing the Fire Marshal during any absence. Non- emergency duties ordinarily performed by these firefighters have been reassigned to other shift personnel. TRANSIT HIGHLIGHTS In January Iowa City Transit received and placed in service three replacement Scania transit coaches at a cost of $106,600 per bus. The system now operates ten Scania buses. The total fleet size was reduced from 29 to 27 buses. In July ICT received three IBM personal computers and printers, One of the units is presently located in the JCCOG Transportation Planning Division. The units have proved extremely helpful in collecting and analyzing the many statistics which Transit generates. On June 29, 1987, ICT significantly reduced its level of service. All routes were reduced to just once an hour during the midday (9:00 A.M. - 3:00 P.M.), the Seventh Avenue route was made hourly all day, the Manville Heights and North Dubuque routes were combined, several pairs of routes at night were combined, and all transit service was discontinued after 7:00 P.M. on Saturday. ICT participated in several promotional campaigns, A free fare day was held in April (the Iowa DOT reimbursed the City for lost revenue) and half -fares were offered as part of the Celebrate Iowa City Day in September. In December, monthly bus pass gift certificates were offered for sale, and the City Council authorized the signing of an agreement with the owners of the Sycamore Mall to establish a park-and-ride lot at the Mall. This operation will be initiated in the spring of v 1988. In September the Urban Mass Transportation Administration (UMTA) completed its triennial review of Iowa City Transit. UMTA indicated that the review of ICT was the best in Region VII in terms of the least number of findings. Only four very minor findings were identified by this review. City Council January 8, 1987 Page 10 APPOINTMENTS TO BOARDS AND COMMISSIONS The City Council made the following appointments to boards and commissions during 1987: John Ockenfels Airport Commission John Pelton Board of Adjustment John Roffman Board of Appeals Marcie Roggow (reappointment) Board of Appeals William Reddick (reappointment) Board of Electrical Examiners and Appeals Jim Alberhasky Board of Examiners of Plumbers James C. Crocker Board of Examiners of Plumbers Clark deVries Board of Examiners of Plumbers Tec Pacha Board of Library Trustees B. Kent Swaim Board of Library Trustees Gary Scott Reed Board of Library Trustees Joyce K. Patton Broadband Telecommunications Commission Suzanne Summerwill Broadband Telecommunications Commission Daniel L. Hall Broadband Telecommunications Commission Roy C. Justis Broadband Telecommunications Commission Karen Kubby Committee on Community Needs Anne C. M. Rawland Committee on Community Needs Barbara Waters Design Review Committee Margaret Nelson Design Review Committee Margaret Nowysz (reappointment) Historic Preservation Commission Steven VanderWoude (reappointment) Historic Preservation Commission Bob Stadtlander Housing Commission Mary Parden Housing Commission Al Hulse Housing Commission Chia-Hsing Lu Human Rights Commission Harold R. Weilbrenner (reappointment) Human Rights Commission Ray Haines (reappointment) Human Rights Commission Bill Casey Mayor's Youth Employment Board Jacque R. McClure Mayor's Youth Employment Board James B. Buxton Mayor's Youth Employment Board Robert A. Lehnertz Mayor's Youth Employment Board William J. Steinbrech (reappointment) Parks and Recreation Commission Daryl Henry (reappointment) Parks and Recreation Commission Roger D. Dotson Parks and Recreation Commission Kyran J. Cook Planning and Zoning Commission Donald J. Hebert Planning and Zoning Commission Joanne Madsen Project GREEN Fund Dorothy Persson Resources Conservation Commission James A. Throgmorton Resources Conservation Commission Allen D. Stroh (reappointment) Riverfront Commission Douglas W. Jones Riverfront Commission 0. J. "Bud" Gode Senior Center Commission Geri Hall (reappointment) Senior Center Commission Lorraine T, Dorfman Senior Center Commission a City Council January 8, 1987 Page 11 The City Council approved the recommendations of the Johnson County Board of Supervisors regarding the following appointments: Barry A. Kucera Susan C. Buckley Mayor's Youth Employment Board Riverfront Commission The City Council approved the recommendation of the City of Coralville regarding the following appointments. Erol Apaydin Riverfront Commission The City Council approved the following appointment by the Iowa City Community School District: Fran Malloy Parks and Recreation Commission SENIOR CENTER ROOF The Gacoflex System I roof, installed in the summer of 1981 at the Senior Center, began to leak in the fall of that year. After six years of problems, it was determined that Slade Roofing, the original roofer, could not repair the roof in a satisfactory manner. A contract was let to Taylor Roofing of Cedar Rapids for a new roof at a cost of $30,844. The City will pursue recovery of those funds for damages against Slade for the roof failure and the subsequent damage to the building. HAZARDOUS MATERIALS The City Council approved an ordinance which allows recovery of expenses incurred as a result of hazardous materials accidents and spills. Under new federal regu- lations, cleanup can be an expensive operation. The City can now bill the individual or company responsible for the spill to pay for our expenses thus limiting the liability to the general taxpayer for cleanup costs. The Finance Department coordinated the acquisition of 12 microcomputers which were located in 11 city divisions. Noteworthy were the three units purchased to replace computer terminals for Human Relations, Accounting and Finance Adminis- tration. These three units are cabled to the City's main computer system and allow the employees the ability to use the capabilities of both the microcomputer and the main computer in addition to transferring data between those computers. Another one of the microcomputers is for the Word Processing Center to begin their equipment conversion to microcomputers. This conversion will permit inte- gration of word processing between the Word Processing Center and all departments, in addition to allowing the introduction of centralized computer graphics and desktop publishing. L City Council January 8, 1987 Page 12 AWARDS FOR FINANCE DEPARTMENT The Finance Department received the Award for Distinguished Budget Presentation for its FY88 Budget and the Certificate of Achievement for Excellence in Finan- cial Reporting for its FY87 Annual Financial Report. This is the fourth consecu- tive year for the budget award and the second consecutive year for the financial report certificate. Iowa City is one of only two cities in the State of Iowa which currently hold both awards. TELEPHONE SERVICE A new contract for telephone lines and improved telephone features was entered into during the year. This contract provides a three-year rate stabilization and annual savings of $4,400, a decrease in cost of 11 percent. HANDICAPPED ACCESSIBLE ENTRANCES Parking Systems Division installed handicapped accessible door entrances in the Capitol Street Parking Ramp for the entrances on the two floors leading directly into the Old Capitol Shopping Mall. PURCHASING SEMINAR The Purchasing Division coordinated the scheduling of Seminar in Iowa City during the year. The seminar is Institute of Government Purchasing and permitted four tunity to attend this basic training course at a cost Representatives from other cities in Iowa were also in that this is one of few scheduled national purchasing COMPUTER SIGNATURE ON CHECKS A change was made by the Finance Department in of using a check signing machine, most checks This procedural change not only saves handling the replacement of the check signing machine. SOCIAL SECURITY TAX REFUND a "General Public Purchasing" sponsored by the National City employees the oppor- savings in excess of $900. attendance due to the fact seminars in this state. the way checks are signed. Instead now bear a computer -printed signature. time, but it also saved $4,000 on Research was completed on the identification of over -withholding of social security taxes on compensation for sick leave paid out during the years 1976 through 1981. A claim for refund was filed with the Federal Government and received in 1987. Total refunds made to employees amounted to $21,900, while the City received a refund, net of research costs, of $12,035. City Council January 8, 1987 Page 13 INSURANCE During the year the City changed its property and liability insurance to a self- insured retention program. This program offers all the advantages of self insurance with excess protection against individual large losses and an accumulation of losses. It has potential to stabilize costs and combat future swings in the insurance market. This new insurance portfolio will decrease annual insurance costs for the City in excess of $200,000. APPRAISALS Property appraisals for all City buildings and contents were completed during the year. It was found that the City had been overinsuring its properties by $25 million. This reduction in property values will result in annual property insurance cost savings of approximately $25,000. SCOTT BOUELVARD The Scott Boulevard construction project was initiated. Bids for construction were received on October 1, 1987. The Engineer's estimate was $985,420.35, and the low bid of $768,339.35 was awarded to Metro Pavers. Y City of Iowa City MEMORANDUM Date: January, 1988 To: City Council From: City Manager Re: Program Analysis and Evaluation Policy Program analysis and evaluation are part of a new initiative to enhance the City's long-range financial planning. In January of each year the City Manager shall submit for the City Council's approval a recommended list of departments, programs, policies, and where appropriate, the related board or commission that is to be evaluated during the upcoming year. The evaluations that are so identified are to be completed within one year. As each evaluation is completed a report will be prepared and submitted to the City Council. The program, departmental operation, policy that is to be evaluated will be reviewed based upon the following: 1. Cost of the service. 2. Staffing level. 3. Work process efficiency and effectiveness. 4. Community needs assessment. 5. Program/policy results. 6. Duplication of effort/resource. 7. Identification for comparison purposes of private industries' capability and/or cost effectiveness to perform the same service. During the evaluation process the public will be provided an opportunity to comment through public hearings and/or written commentary as each evaluation report is completed. The City Manager will submit findings to the City Council with recommendations. Copies of each report will be made available to the public as well as being directed to interested citizen groups in order to solicit commentary. MOM W T Policy Statement WHEREAS, program analysis and evaluation provide the City Council impor- tant budgetary information to be used in planning new and maintaining existing city programs and services, and WHEREAS, program analysis and evaluation are regarded by public finance experts as a useful management tool, and a comprehensive approach for evaluating city programs to ensure that each program meets public objec- tives efficiently and effectively, and WHEREAS, it is recognized that program analysis evaluates the effect and cost of alternate methods for accomplishing a public purpose, and the systematic evaluation of programs will help analyze short and long-term effects against cost and defined objectives. NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL hereby directs the City Manager to undertake the program analysis and evaluation policy; and, BE IT FURTHER RESOLVED that the studies, reports, and other related documents generated through the evaluation process will be directed to the City Council's attention to assist them in evaluating the merits of current and new city programs. I n N City of Iowa City 10 %Q- 'u MEMORANDUM= Date: January, 1988 To: City Council From: City Manager Re: Budget Plan - Citizens Committee on City Revenue Recommendations Attached is a copy of the supplemental recommendations that were provided by the Citizens Committee on City Revenues. I have taken the liberty of offering my commentary on each of the recommendations. Hopefully this information will assist you in your review of the budget. bc3-1 CITIZENS COMMITTEE ON CITY REVENUES Possible Supplemental Recommendations A. MAYOR AND COUNCIL APPOINT A BLUE RIBBON ECONOMY COMMITTEE TO REVIEW ALL CITY OPERATIONS. In the proposed FY89 financial plan a recommended program evaluation and analysis policy has been prepared for the City Council's consid- eration. If the City Council would choose to adopt this policy, it would appear that it would substantially conform to the desire of the Citizens' Committee. I believe the Committee wished to see City operations reviewed comprehensively as well as in a timely fashion. Such a review is a complex undertaking and if it is to be performed thoroughly, can only be done so over a projected period of time. B. COUNTY AND CITY GOVERNMENTS APPOINT A CITIZENS GROUP TO MAKE SUGGES— TIONS FOR ELIMINATING DUPLICATION OF GOVERNMENTAL SERVICES IN THE JOHNSON COUNTY AREA. This policy consideration would appear to require the City Council to communicate directly with the County government as well as other area governments. I believe there is merit in a review of the duplication of governmental services; however, we must recognize that each and every governmental unit has its own legal and community service re- sponsibilities. Such a review may identify legislative proposals to encourage and direct greater governmental cooperation. There have been a number of examples which would indicate that certain duplications are being addressed, such as a mutual aid fire agreement, the use of Iowa City bids for the purchase of Coralville fire equipment, the use A ra V M PAGE 2 of Coralville fire equipment as back-up, the proposed Iowa City/Coral- ville animal shelter, the joint swimming pool project with School District, and the general work activities of the Johnson County Coun- cil of Governments. As a suggestion to the City Council, this issue would appear to be most likely addressed by the Council of Govern- ments. You may also wish to involve the University, as a major State governmental agency located in our community, as well as the School District. C. MAYOR AND COUNCIL APPOINT A SPECIAL CITIZENS' COMMITTEE TO REVIEW BUS FINANCING ANO OPERATIONS. The cost of the property tax subsidy to the transit system has risen dramatically and while additional citizens' review of the transit financing may be desirable, practically speaking this subject was recently reviewed and the joint committee report issued in May of 1986. At this time I believe transit related financing issues are being addressed, such as new cost accounting systems, active legisla- tive support programs for continuing State and Federal aid, and gen- eral review of operations, etc. The creation of further citizens committees with respect to this subject matter may not be particularly productive at this time, especially since a report was issued less than 18 months ago. PAGE 3 D. HAVE A CITIZENS' TASK FORCE MAKE RECOMMENDATIONS FOR POLICE/FIRE COORDINATION. This subject is raised throughout communities in the United States and there is merit in reviewing better public safety coordination. If there is a desire to pursue such issues as public safety officers, which I do not recommend at this time, and/or other staffing combina- tions, please keep in mind that each of our public safety services operates under a very separate body of law with respect to obligations of the City, most notably state pension requirements, federal fair labor standards, etc. Such coordination of police and fire staffing may often run contrary to these laws and therefore a citizens' task - force may meet with significant frustrations in attempting to deal with this complex matter. I would suggest that this issue be directed to the office of the City Manager and a report prepared, outlining my observations and/or where I believe there may be, and I do stress to the City Council may be, opportunities for coordination. E. STUDY THE POSSIBILITY OF ADDITIONAL CHARGES FOR SERVICES TO PROPERTY EXEMPT FROM THE PROPERTY TAX. This is again a matter of statute and while we could choose to perform a number.of.s.tudies concerning this particular issue, the law is clear I that certain properties are to be exempt and we would not be in a position to secure property tax revenue. In fact, recent circum- stances have indicated there are properties and organizations which M �� 0 a PAGE 4 are exempt from taxation that are seeking other tax and/or service charge relief frau the City. The possibility of additional tax reve- nue is highly unlikely. F. FIND NAYS TO SPREAD OUT DEBT SERVICE COSTS TO REDUCE THE PROPERTY TAXES LEVIED FOR THIS PURPOSE. This matter has been thoroughly reviewed and the attached correspon- dence from our bond advisors was prepared so that you may have some understanding of the issues associated with maintaining our long-term financial health. I do believe there is an opportunity for spreading debt service payments over a longer period of time for selected capi- tal projects. Those projects with life expectencies of 20 years or more could be considered for longer bond payment schedules, but should only be considered after careful review of the effect on our current AAA bond rating. G. EXPLORE THE COMMUNITY FUND CONCEPT: MAJOR CONTRIBUTIONS ARE NAGE BY PRIVATE DONORS FOR COMMUNITY FACILITIES (CAPITAL PROJECTS). This matter has been pursued and community fund concepts currently exist for the Parks & Recreation Foundation and the Library. H. EXPLORE USING 14ORE ENTERPRISE AND OTHER NONTAX REVENUES FOR GENERAL FUND PURPOSES. Fees and charges for City services are reviewed annually. PAGE 5 I. IF THE SCHOOL DISTRICT RECEIVES SUBSTANTIAL ADDITIONAL STATE AID FROM THE 1987 LEGISLATURE, GET A COMMITMENT THAT SCHOOL TAXES MILL NOT INCREASE. This is a matter I believe for City Council/School Board policy con- sideration and therefore if such a proposal is to be put forth, I believe the City Council can also expect similar requests from the School District. While I believe that we can be constructively criti- cal of other governmental units, they too are subject to similar legislative and/or Federal mandates and controls with respect to their service obligations and revenue -generating capabilities. J. SET UP A PROGRAM TO LOBBY STATE AND FEDERAL GOVERNMENTS TO ALLOW MUNICIPALITIES MORE COMPREHENSIVE AND CREATIVE TOOLS FOR GAINING REVENUE. This is an active program undertaken by the National League of Cities, League of Iowa Municipalities, the International City Management Association, etc. The Iowa City City government participates in all of these programs. I sense that the Citizens Committee believes that more efforts should be undertaken. We may wish to consider the use of our own,State and Federal lobbyists. Please note that this can become an extremely expensive proposition and while we may be able to secure isolated, one-time revenues, long-term changes in State and Federal M financial policies are addressed by the number of State and Federal associations that represent municipal interests. V PAGE 6 K. CITY 60VERWENT EXPLORE WAYS TO REDUCE PROPERTY TAX SUBSIDIES TO THE AIRPORT. This matter has been scheduled for discussion during the upcoming budget process to determine the extent to which the City will pursue capital funding for airport expansion and improvements. 00 CITY OF IOWA CITY FISCAL YEAR 1989 THRU 1991 M P R O P O S E D F I N A N C I A L P L A N FISCAL YEAR 1989 THRU 1991 M 4 City of Iowa City MEMORANDUM Date: January, 1988 To: City Council From: City Manager Re: Program Analysis and Evaluation Policy Program analysis and evaluation are part of a new initiative to enhance the City's long-range financial planning. In January of each year the City Manager shall submit for the City Council's approval a recommended list of departments, programs, policies, and where appropriate, the related board or commission that is to be evaluated during the upcoming year. The evaluations that are so identified are to be completed within one year. As each evaluation is completed a report will be prepared and submitted to the City Council. The program, departmental operation, policy that is to be evaluated will be reviewed based upon the following: I. Cost of the service. 2. Staffing level. 3. Work process efficiency and effectiveness. 4. Community needs assessment. 5. Program/policy results. 6. Duplication of effort/resource. 7. identification for comparison purposes of private industries' capability and/or cost effectiveness to perform the same service. During the evaluation process the public will be provided an opportunity to comment through public hearings and/or written commentary as each evaluation report is completed. The City Manager will submit findings to the City Council with recommendations. Copies of each report will be made available to the public as well as being directed to interested citizen groups in order to solicit commentary. n 0 Policy Statement WHEREAS, program analysis and evaluation provide the City Council impor- tant budgetary information to be used in planning new and maintaining existing city programs and services, and i WHEREAS, program analysis and evaluation are regarded by public finance experts as a useful management tool, and a comprehensive approach for ! evaluating city programs to ensure that each program meets public objec- tives efficiently and effectively, and WHEREAS, it is recognized that program analysis evaluates the effect and cost of alternate methods for accomplishing a public purpose, and the systematic evaluation of programs will help analyze short and long-term effects against cost and defined objectives. NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL hereby directs the City Manager to undertake the program analysis and evaluation policy; and, BE IT FURTHER RESOLVED that the studies, reports, and other related documents generated through the evaluation process will be directed to the j City Council's attention to assist them in evaluating the merits of current and new city programs. 1r j PROPOSED FINANCIAL PLAN FISCAL YEAR 1989 THRU 1991 CITY OF IOWA CITY, IOWA CITY COUNCIL Jonn McDonald, Mayor William Ambrisco Randy Larson Darrel Courtney Kate Dickson George Strait Sue Horowitz CITY MANAGER FINANCE DIRECTOR Stephen J., Atkins Rosemary Vitosh CITY OF IOWA CITY zt CMC CLUM /110 L WASI1INGION it I( )WA CAN. 1rlwn `522/10 (a19) 3.`_C,-5CXX) City Council City of Iowa City Iowa City, Iowa 52240 Mayor and Councilmembers: Re: FY89 Financial Plan The fiscal year 1989 budget represents a departure from the City's traditional budget format. Historically, expenditures and revenues for a fiscal year are assembled, analyzed, and ultimately adopted by the City Council for a one-year period. Although the FY89 budget, as presented, fulfills the Iowa statutory re- quirements, the most significant change in format is the fact that the budget is now a financial plan and has been balanced for three fiscal years. In effect, the budget document represents a multi-year plan and will hopefully, through the use of financial forecasting, improve decision-making capabilities. The three-year budget plan represents our best estimates with respect to expenditures and revenues to finance the City's program of municipal service. The budget plan as proposed is increasingly financed by locally generated revenues and it is anticipated there will be no significant growth or expansion in current federal and state aid. Our City Government currently enjoys a positive financial position with respect to national bond markets and financial rating institutions which can significantly affect our long-term financial health. We operate within fiscal policies that allow the City Government to preserve its financial health and provide a program of service meeting basic community needs, while satisfying the mandates of the State and Federal Governments. The use of multi-year financial planning, again a departure from the traditional annual budget decision-making process, is not unlike the efforts undertaken by the State as they attempt to meet the challenges of a changing state economy. Invest- ment in publicly financed programs that will generate new jobs in new industries can only be undertaken through long-term commitments. The University of Iowa, in its effort to retain a quality faculty as well as invest in public facilities to create positive programs over a number of years, is not unlike the City Govern- ment's effort through this budget planning process to create long-term stability and shape a program of service that will hopefully meet our community's future fbl needs. During the upcoming budget discussions, 1 encourage the review of long-term impli- cations of expenditure and revenue proposals and avoid across-the-board expenditure and/or revenue adjustments. This type of review defeats the purpose of multi-year planning and would trap us into a review process that does not give sufficient attention to our future. The use of a multi-year plan will hopefully initiate new ideas and policies and also serve as a community information resource. This will allow our citizens a better indication of the City's strengths and weaknesses, provide an improved forum for community discussion and debate, and avoid short-term one-year decisions in favor of identifying longer term consequences of expenditure and revenue decisions. As you review the budget, also keep in mind that in 1990 the national census will be undertaken and, as a City government, we will be presented with new information to allow opportunities to review and reflect on changes in our community. This major new information source will enable the City Government to see how the commu- nity has changed and thereby place us in a stronger position to determine where we should be going with respect to our municipal service program. I recognize that the census is a few years away; however, with continuing improvements in our long- term financial planning capability, when the census information is made available, we will have a significant new measurement instrument to determine and evaluate our local financial as well as economic, social and political decisions. The financial plan also proposes a major new policy initiative, that being the recommendation for the adoption of a Program Analysis and Evaluation Policy. The policy statement is being submitted to you in a separate report. Simply stated this policy would provide an opportunity for the City Council and public to critically review and evaluate each and every City service. The policy position establishes a process whereby a list of services or policies will be identified and substantive critiques prepared. With the completion of each service analysis, the public gains first-hand knowledge of the details of the various operating programs within the City government. This will be a major undertaking. It is my desire to initiate the program on a limited basis in FY89 and gradually grow into an expanded program and analysis evaluation procedure that will ultimately become a formal part of the City's annual review of the financial plan. Hopefully within a period of five years, we will have had an opportunity to review and evaluate each City service and provide for an efficient as well as effective municipal government, while informing the public about the activities and services of their local government. A very troubling element of the budget preparation process was the overall finan- cial implications imposed upon the City Government due to recent actions of the State and Federal Governments. The proposed financial plan represents increases in expenditures and/or reduction in revenues in a number of departmental budgets, due directly to legislative or regulatory action of the State and Federal Governments. These fiscal issues are in addition to the limited and/or no -growth policies of the State and Federal Governments with respect to the financial aid now currently being provided to the City. In FY89, the City can expect to pay $153,000 to the State of Iowa through the new state imposed landfill disposal tax. It is expected that in FY90, the cost will increase to $204,000 annually, and in FY91 to $255,000. An im _ V increase in residential refuse rates is necessitated by this increased tax liabil- ity on the City Government by the State. It is expected that due to the increasing tax increments of this new landfill disposal tax, that as early as FY92, approxi- mately 33% of landfill operating expenditures will be a direct result of State taxation. The financial plan also represents the payment of federal taxes on gasoline used by City vehicles. In FY89, it is estimated that this new cost will be approximately $10,000 per year. Of greater concern is the fact the Federal Government is also considering a requirement for municipalities to pay the federal taxes on the use of diesel fuel. This could result in increases to City budgets of approximately $37,500 per year. Here we have the Federal government providing financial aid with one hand, and increasing the costs of providing the service with the other. The Federal Government has also initiated new regulations which require annual physicals for all City firefighting personnel. It is estimated that the annual cost will be $11,000 per year. A federal regulation also has eliminated the abil- ity to provide charter service via transit system with a resulting loss in revenue of $2,000 per year. The State Department of Natural Resources will require the City to add a disinfectant/treatment process during construction of the new and rehabilitated sewage treatment plants. The cost of this state regulation is $2.3 million. This and all of the above-mentioned new expenses and/or revenue reductions were not local government expenses in previous years and in the case of the DNR regulation, this item was not included in the City's capital financing program for the sewer system improvements. As the State and Federal Governments struggle and search for solutions to their financial difficulties, I believe that this is just the begin- ning of new state and federal tax and policy liabilities on local governments. Incorporated within the financial plan is the proposed Capital Improvement Program. While the budget, from a day-to-day operational standpoint, is substantially un- changed, capital improvement programs have been severely reduced in an effort to minimize long-term indebtedness and the inherent tax policy implications. Tradi- tionally, the Capital Improvement Program represents a multi-year plan for capital improvements. These capital decisions are influenced by the availability of state and federal aid, tax policies of the City Council, and whether a critical and/or immediate capital need must be met. The Capital Improvement Program in this finan- cial plan is minimal. There Is always d risk in postponing projects until future years in that they are likely to be more costly, but our financial assessment indicates that the program of capital improvements within the three year plan is all that can be financed at this time. To our good fortune, the general municipal plant (streets, sidewalks, «`. y s w parks and recreation facilities, etc.) is in good order and thereby postponing some of our routine maintenance and construction projects would not appear to be of immediate concern. I would be reluctant to continue a recommendation for such a policy of project deferral into the future in that excessive deferred maintenance simply drives operating costs up over the long run. In addition to the three-year Capital Improvement Program, a list of all capital projects submitted by the departments has been provided. You will see the proposed list of projects far exceeds our ability to finance. The Capital Improvement Program requests are, as expected, heavily oriented toward the most obvious service needs, streets, storm sewers, etc.; however, we would like to continue to note that the City's public safety facilities, in particular our Police Department opera- tions, are operating within woefully inadequate facilities and at some time in the future this issue must be addressed. Additional space at the Civic Center would be desirable and could be incorporated into a future capital project; however, of particular concern is the fact that our police and fire facilities are in need of improvement. The financial plan has been balanced for a period of three years and the City's share of property taxes for an average residential home (note chart) would increase by 7.9% in FY89, 1% in FY90, and 2% in FY91. This is an annualized increase of 3.6% during the three year financial plan. We have prepared expenditure and revenue estimates after a review of national economic trends, Iowa and local area indica- tors, and discussions with the private businesses that provide the City government with goods and services. Also reviewed were state and federal financial mandates and/or grants and aids that affect the local government. Any dramatic change, particularly in national economic indicators, could have a direct effect upon the maintenance of the tax policy as projected and therefore the budget plan will require constant attention and the monitoring of these trends. With the three year plan, we will hopefully be in a better position to at the very least note and react to economic influences although most often beyond our control and thereby allow lead time to make budget adjustments as necessary. The financial plan maintains most City services at the current level. There are some notable cost increases in the budget. The transit property tax subsidy for FY89, even following significant operational reductions in the previous fiscal year, continues to increase in FY89 and thereafter represents the State permitted maximum tax rate for transit. It has been assumed in this financial plan that transit expenditures, fare box revenues, and other issues that affect the financing of the transit system will begin to stabilize and thereby some measure of financial predictability can occur. The financial plan also represents an additional $90,000 net expenditure for the first full year of operational costs for the new swimming pools. As noted before, Capital Improvement Projects have been reduced as well as, and 6 positions have been eliminated in the proposed budget. The position reductions are due to tochno- logical applications and service reductions. Although such decisions are painful, 0 if we are to minimize property tax requests, effectively utilize the technologies v� available to the City, the elimination of these positions is warranted. With the budget as proposed, in FY89 the total employment of City personnel is now at FY84 levels. It should be noted in that during this five year period a number of serv- ice increases did occur such as, new federal housing assistance programs and ex- panded hours at City parking ramps and those services are being maintained while other service areas are being reduced. The financial plan also represents the City utilizing the statutory maximum with respect to tax rates for general operating purposes and thereby any significant change in service level may require adjustments in other areas of the financial plan. However, if we continue to operate within the financial policies that are proposed, and no dramatic change occurs, either initiated locally or imposed upon us by the state or federal government, we should be able to continue the City's financial health. This financial plan represents an opportunity to maintain the City's financial health, although increasingly dependent upon local resources. Another view would be that increasing use of local resources can be considered part of the City's effort to buy back some degree of independence from federal sources. As we all know, the short-term effect of the loss of federal and the lack of growth in state aid can be devastating; however, of greater concern is now the fact that cities appear to be a target for new sources of revenue for implementation of state and federal policies. While the reduction in revenue or expansion in expenses due to state and federal mandates is of immediate consequence, of primary concern would appear to be State and Federal Governments' increasing control over local government service programs and thereby this growing intrusion into local decision-making should be even greater cause for community concern. Sincerely yours, Stephen . At i City Ma ager January 6, 1988 1�� GOVERNMENT FINANCE OFFICERS ASSOCIATION AWARD FOR Distinguished Budget Presentation PRESENTED TO City of Iowa City, Iowa For the Fiscal Year Beginning July 1, 1987 T u a DISTINGUISHED BUDGET PRESENTATION AWARD The Government Finance Officers Association of the United States and Canada (GFOA) presented an Award for Distinguished Budget Presentation to the City of Iowa City for its annual budget for the fiscal year beginning July 1, 1987. 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 medium. The award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. P CITY OF IOWA CITY FINANCIAL PLAN FISCAL YEARS 1989-1991 TABLE OF CONTENTS PAGE ORGANIZATIONAL CHART . . . . . . . . . . . . . . . . . . . . . 1 FINANCIAL POLICIES FOR THE OPERATING BUDGET . . . . . . . . . . . . . . . . . . . . . 2 BUDGET GLOSSARY . . . . . . . . . . . . . . . . . . . . 5 FINANCIAL PLAN OVERVIEW . . . . . . . . . . . . . . . . . . . . . 7 General Governmental Operations . . . . . . . . . . . . . . . . . . . . . 8 Enterprise Funds . . . . . . . . . . . . . . . . . . . . . 22 P ..................... 26 27 28 29 ..................... 30 31 ..................... 32 ..................... 34 ..................... 36 38 39 ..................... 40 ..................... 45 ..................... 46 ..................... 47 ..................... 48 . . . . . . . . . . . . . . . . . . . I . 50 ..................... 54 ..................... 57 ..................... 60 ..................... 63 ..................... 66 CHARTS AND SUMMARIES: Impact of Inflation All Funds Financial Summary - FY88 All Funds Financial Summary - FY89 Summary of Receipts & Expenditures -All Funds General Obligation Bond Issues Comparison of Change in Property Taxes Transfers - In Transfers - Out Authorized Personnel Summary of Receipts & Expenditures - General Fund General Fund Financial Plan Summary General Fund Reserves GENERAL FUND: Policy & Administration Program: General Fund Receipts Summary General Fund Expenditures Summary Administrative Receipts City Council City Clerk City Attorney Economic Development City Manager Human Relations t Civil Service Comnission P ..................... 26 27 28 29 ..................... 30 31 ..................... 32 ..................... 34 ..................... 36 38 39 ..................... 40 ..................... 45 ..................... 46 ..................... 47 ..................... 48 . . . . . . . . . . . . . . . . . . . I . 50 ..................... 54 ..................... 57 ..................... 60 ..................... 63 ..................... 66 W O Broadband Telecommunications Broadband Telecommunications Commission Finance Administration Accounting Central Procurement Services Treasury Word Processing Data Processing Risk Management Government Buildings Civil Rights Human Rights Commission Non -operational Administration Home and Community Environment Program: Planning and Program Development: Administration Urban Planning & Development Riverfront Commission Design Review Committee Planning & Zoning Commission Historic Preservation Commission Engineering Public Works Administration C.B.D. Maintenance Energy Conservation Resources Conservation Commission Traffic Engineering Street System Maintenance Forestry/Horticulture Cemetery Community Protection Program: Police: Administration Patrol Criminal Investigation Records and Identification Crossing Guards & Emergency Operations Fire Animal Control 67 70 71 74 78 81 85 88 91 92 95 98 99 101 104 108 109 110 111 112 115 118 122 126 127 130 134 137 140 143 147 150 153 156 160 Housing & Inspection Services: Administration Building Inspection Housing Inspection Housing Commission/Appeals Board Human Development Programs: Recreation Parks Library Parks & Rec. Admin. Parks & Recreation Commission Senior Center Senior Center Commission ENTERPRISE FUNDS: Parking Revenue: Parking Operations Parking Reserves Pollution Control Revenue: Pollution Control Operations Pollution Control Reserves Water Revenue: Water Operations Water Reserves Refuse Collection Operations Landfill: Landfill Operations Landfill Reserves Airport: Airport Operations Airport Reserves Public Transit: Public Transit Operations Public Transit Reserves 164 167 170 174 175 . . . . . . . . . 179 183 186 189 190 194 195 199 . , , . . . . 203 207 210 . , . . . . 214 215 219 223 224 228 . . . . . . . . . 229 233 DEBT SERVICE FUND: , , , 234 Fund Summary ' ' ' ' ' ' ' ' ' ' ' ' ' '. , , 235 Summary of Expenditures • • • • • • • • • • • • ' ' ' ' ' ' TRUST AND AGENCY FUND: Fund Summary 236 SPECIAL REVENUE FUNDS: Road Use Tax J.C.C.0.G. Administration Transportation Planning Rural Planning Human Services Planning COMMUNITY DEVELOPMENT BLOCK GRANT: Metro Entitlement Summary of Expenditures Committee on Community Needs Rental Rehab UDAG Repayment INTRAGOVERNMENTAL SERVICE FUND: Assisted Housing: Section 8 Existing Public Housing Section 8 Vouchers Equipment Central Supply & Print Energy Conservation Program Risk Management Loss Reserve CAPITAL IMPROVEMENTS PROGRAM, FY88-92 Fiscal Policy CIP Summary of the Projects CIP Summary of Funding Sources Proposed Projects Not Funded ..................... 238 240 244 247 249 252 255 257 258 ..................... 259 ..................... 260 264 266 267 271 274 275 276 279 282 283 M 0 YY' M LI RRAPY DIRECTOR FINANCE DIREC(OA .AdmimstnntiOn -Ace eml ting -Nmehasing In ea sunU -Wu+d Pnveceetng I'd +G Ing IICU$ING a INMPEC(ION DIREC(OR -Mlmiit!s Un tied -8,ifding Lm PI'eti�n -Assisted Ulluis n!I -Ilm"big Inspvetiml ROARIV C "olvISSIOCf CITY r7ERN CITY A77VHNRY LIBRARY UOARU]V AIRPORT OF TflUS� NF:NTSSfON MAYOR G CITY CMICIL 1 CITIZENS OF IOWA CITY PARN9 S RECREA[SON DIRECCOR -Adkillld tnattnn Panh -RecA codon -Govt. &sUdinge •Pones Ug -Ccme <cml FIRE EHIEF PLANNING 5 -Fine Nuppnfeet°n yENIOR CENSER PROGRAM -Fine P4evotti0n COORDINA[OR DEOECOPMEN[ -Sfnim Centel-Admintst+Atian Ope atiau -lions Planning -CORE Pnagndms .307061 114e94nms I ORGANILA'I'IONAI, S'7ROCTURL FOR IOWA GI'I•Y'S GOVERNMENT AIRPORT MAIIAGEP C'OCICE CHIEF I -AJminis (llatlml -Cniminat lllyee Ggatiml 1•atAOt -Ceconde 6 Identi;jien ti -Animat COIUuI .Cnuesing Guande Asm[AN( CI[R RANAGER -NmadLand ictecrmmwlica Ci mss -Civic Righte -Enc+gp Ceneenvatien -Equilment Wtintenance -1'enemDlet Adminietnativn (RAN91( MANAGER .Tna"U OpeAatiOlss PDMCI[ ODeNM\ DIREC(OR -MMiniA Ua Unn -Glginecntng -SU&6ic EngitnfAi" -ina$6ic Enginecn.ing -Pottutidn Cmltnet KEY ELECTED OFFICIALS (IMYOR ELECIED OY COUXIU APPOINTED fly COUNCIL A MAYOR DIPECTOP/MAIIAGEP DM"-0YEU DY BOARD IIP COMMISSION DAPPOIN(EDiig C1(NCIIEAD MANAGER -11pr+ntilul Fulgrf IAsiU a a FINANCIAL POLICIES FOR THE OPERATING BUDGET SCOPE The purpose of this section is to present the policies that the City of Iowa City follows in managing its financial and budgetary affairs for the Operating Budget. The funds involved are the General fund, the Debt Service fund, the Enterprise fund, the Trust and Agency fund - Pension and Retirement, the Intra - governmental Services fund, and the Special Revenue fund. Most of these policies are not new, but repre- sent long-standing principles and traditions which have guided the City in the past and have allowed the City to maintain its financial stability. POLICIES I. Balanced Budget 1. The operating budget of the City of Iowa City shall be drawn so that available resources and anticipated expenditures are equal. 2. The City will maintain an unreserved balance at year-end at a level determined by Council to fund cash flow requirements in the first quarter of a fiscal year. II. Revenues 1. Property Taxes A. General Tax Levy The budget of the City of Iowa City shall be drawn so that the general tax levy does not exceed limits established by State law. B. Debt Service Levy Taxes shall be levied each year under the Debt Service Levy in the amount equal to the general obligation principal and interest due in that same year, net of the portion abated or paid by the enterprise funds. C. Tort Liability Levy The City levies for the expected costs of one year's premiums on property and liability insurance policies held by the City. P 2/ D. Trust and Agency Levy OeThe City shall levy under Trust and Agency for: 1. The City's share of contributions to police and fire pension and retirement systems, at rates determined by an actuary, for current sworn officers. 2. The City's share of contributions for employee benefits budgeted under the General Fund only if the general tax levy is equal to the maximum levy established by State law. E. Transit Levy Taxes levied under the transit levy shall not exceed the limit established by State law. Tax revenues from the transit levy will be receipted into the General Fund then transferred to the Transit Fund. 2. Fees and Charges The City will establish fees and charges in accordance with revenue bond requirements or for covering all or part of the related costs of providing the services. The City will review fees and charges, at a minimum, on a biannual basis. 3. Investments The City will invest 100% of idle funds and will obtain the best possible return on all cash investments within the limits of the State law. 4. Intergovernmental Revenue Revenues from local, State and Federal governments will be used according to the restrictions or intent placed on each. 5. Additional Revenue Sources The City will continue to search for additional revenues as a method of balancing its budget. I11. Expenditures 1, Current Service Level Maintaining the current level of services will receive first priority for funding. M 2. Cost Effective Programs The City will encourage technology and capital investment programs which are cost effective and reduce operating expenses. I 0 3. Infrastructure and Equipment M The City will continue the scheduled level of maintenance and replacement for its infrastructure and equipment. 4. Reductions To balance the budget, the City will attempt to avoid reductions. If the situation arises, consid- eration will be given first to alternatives which avoid employee layoffs, resist cuts in service and establish user fees. IV. Economic Development The City will take active measures to encourage economic development of the community with the intent of increasing jobs and the tax base. V. Debt Service I. Purpose of Debt Debt will fund capital improvement projects; it will not be used for annual operating expenses. 2. Debt Limit The total general obligation debt will not exceed 5% of the total assessed value of real property. 4 4 BUDGET GLOSSARY ` Bonds: Bonds are issued to finance long-term debt which is usually incurred for capital items and pro- jects. A bond is a written promise to pay a sum of money at a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate. The most common types of bonds are general obligation and revenue. General Obligation Bonds are backed by the full faith and credit of the City. General obligation bonds are repaid with funds received from property taxes through the debt service levy or with other available funds such as abatements Enterprise Fund revenues. General obligation bonds for non-essen- tial items, as defined by State law, must be approved by voters before they can be issued. Revenue bonds are issued for Enterprise Fund projects. The principal and interest on these bonds are payable exclusively from the earnings/ revenue of the Enterprise Fund. Budget: A financial plan for a specific time period that estimates the expenditures and the means of financing those expenditures which are associated with all services and functions performed by the City. Capital Improvements Program (CIP): A legislative and management tool used to assist in the scheduling, planning, and execution of a series of capital improvements over a five year period. The CIP is updated annually. It sets forth the estimated expenditures by year and specifies the resources esti- mated to be available to finance the projected expenditures. Capital Improvement Projects: The specific projects that make up the Capital Improvements Program. The projects involve construction, purchase, or renovation of city facilities or property. They are generally non-recurring major improvements to the City's physical plant which necessitate long-term financing and are permanent in nature. Capital Outlay: Expenditures for fixed assets, such as equipment, remodeling, minor building improvements, and vehicles, that are funded from the operating budget. Since long-term financing is not necessary and expenditures of this type are of such recurring character, these items are not part of the Capital Improvements Program. Commodities: Items or supplies needed for routine maintenance and operations. They include cleaning, maintenance and office supplies, repair materials, minor equipment, and tools. Fiscal Year: A 12 -month time period in which financial transactions are recorded. In Iowa, the fiscal year begins July 1 and ends the following June 30. Fund Balance: The balance that remains in a fund on a given date after all expenditures have been made. This balance shows the fund equity. b 1 V a Intra -City Chargebacks: A transfer of monies between budgeted activities to pay for specific City services provided to another City activity (i.e., vehicle maintenance). Personal Services: A General Fund expenditure category that includes all wages and benefits paid to em- ployees. Reserves: An account used to earmark a fund balance or a portion of a fund balance for a specific use. A reserve may be established formally by ordinance or resolution or informally by administrative ac- tion. Revenue: All monies, regardless of source, that are received by the City. Services and Charges: A category of general fund expenditures used for the purchase of services provided by individuals or agencies who are not in the direct employ of the City. Special Assessment: A tax levied against a property owner to offset all or part of the cost of public capital improvements which are deemed to benefit that particular property. Special assessments are commonly used to finance improvement projects such as street construction, sidewalk construction, or installation of sewer lines. Special assessments are levied in addition to regular property taxes. Subsidy: Financial aid given to a governmental unit by another governmental unit. For example, in Iowa City, the General Fund subsidizes Public Transit with property tax monies. Tort Liability: A tort is a wrong against an individual or property that is neither a crime nor a viola- tion of a contract. The City could be found liable or responsible by a court when a tort occurs on City property, as a result of the actions of a City employee, or the function of a City operated activ- ity. The City levies a special tax to purchase tort liability insurance and to cover the cost of tort damages for which the City is found responsible. Transfers: Financial transactions that occur between City funds. Trust and Agency: Funds used to account for monies held by the City in a trustee, custodial or agent capacity for the City's pension and retirement funds and for other entities such as other governmental units. The budget includes the Employee Benefits Trust Fund which accounts for the City's governmental funds employee related benefits funded by the trust and agency tax levy. 6 4 FINANCIAL PLAN OVERVIEW The traditional annual operating budget has been replaced with a three-year Financial Plan for FY89, FY90 and FY91. This plan not only meets state budget requirements, but also provides a comprehensive multi-year planning tool for City government. Whereas a single year's budget considers short-term necessities, a multi-year financial plan is intended to look beyond the short-term to plan a viable financial future. The CIP (Capital Improvement Program) was also reduced to a three-year plan to correspond to the operating budget plan. The role of,a,.government's operating budget differs from that of a private business. Budgets are an important internal planning tool for business. However, in government, budgets also play an external role. A multi- year financial plan will better inform parties both inside and outside government of its future objectives in providing services to its constituents. The development of the three year plan permitted particular emphasis to be placed on property tax levies, fund balances, the scheduling of capital purchases (both equipment and major improvement projects) and debt service/bond financing costs. Rather than approaching the budget as an annual agony, the three year planning process provided a means to meet most funding needs at some time within the three year period. The recent decrease in or elimination of Federal and State revenues as well as the lack of increases to other State assistance continue to limit available resources. The financial plan therefore must take a conservative stance in regard to both revenues and expenditures. Department budget requests were made for approximately the same level of service as funded in FY88. The Expanded Service Level (ESL) request was not used this year as departments were instructed not to request any major expansion in services and, in particular, not to request additional staffing. 7 GENERAL GOVERNMENTAL OPERATIONS General Governmental Operations consist of the General Fund, the Debt Service Fund, the Trust & Agency Fund, bo the Internal Service Fund and the Special Revenue Funds. A. PROPERTY TAX The City's property tax requests for FY89, FY90 and FY91 are proposed to be levied as follows. For comparison purposes, the certified property tax requests for the past two years (FY87 and FY88) are also provided below. FY87 FY88 FY89 FY90 FY91 Assess- Assess- Assess- Assess- Assess- ment men men ment men Dollars Per $1000 Dollars Per $1000 Dollars Per $1000 Dollars Per $1000 Dollars Per $1000 General Trust 7,512,847 7.107 7,629,913 7.143 9,127,152 8.068 9,393,578 8.100 9,864,380 8.100 & Agency Subtotal 438,917 7,951,764 .415 7.522 757,208 8,387,121 .709 7.852 700,982 .620 807,477 .696 921,930 .757 Tort Liability 882,438 .835 743,438 .696 9,828,134 - - 8.688 10,201,055 8.796 10,786,310 8.857 Debt Service Transit 2,003,195 380,077 1.892 2,700,618 2.520 2,900,091 2.557 2,975,000 2.559 3,050,000 2.498 Subtotal 11,217,474 .360 10_609 513,520 12,344,697 .481 11_549 610,929 13,339,154 .540 11.785 626,244 .540 657,638 .540 -- - -- -- 137802,299 11.895 14,493,948 11.895 Ag. Bldgs. 8 Land 9,702 3_004 9,881 3.004 -- - 9,809 3.004 9,809 3.004 9,809 3.004 Total 3.004 Levied 11,227,176 12,354,578 13,348,963 13,812,108 14,503,757 Replacements; Military Exemptions Monies & 13,800 13,800 13,800 13,800 13,800 Credits Personal 28,816 28,416 28,416 28,416 28,416 Property 400,000 400,000 400,000 400,000 TOTAL TAX REVENUES 111269_792 12,796,794 2, - 13,791,179 14,254,324 14,945,973 r 8 , Ce Total assessed valuation in Iowa City increased from $1,246,381,671 for FY88 to $1,284,010,028 for FY89, („7\f or an increase of 3%. Of the increase, 1.3% resulted from growth in real property (new construction) and 1.5% resulted from property revaluations. This is a diminishing increase as real property growth has ranged from 4.3% to 1.5% in the past five years with the average annual growth rate being 2.5%. The taxable valuation is computed by applying the State's rollback factor to the total assessed valuation. The rollback factor is designed to limit taxable valuation for the State, as a whole, to a 4% annual increase. The County Auditor makes adjustments to property valuations, then applies the rollback factors and property credits to arrive at the taxable valuation. The debt service levy is computed on this valuation. For all other levies the property credits for tax increment financing (TIF) projects are subtracted from the valuations. Taxable valuations used for the proposed budgets in FY88, FY89, FY90 and FY91 are detailed below. The TIF valuation was held at a constant amount, equal to the FY89 amount, for FY90 and FY91. The taxable valuation for all levies other than debt service was increased 2.5% for FY90 and 5% for FY91 (a reassessment year). The FY89 proposed levy will result in a 7.9% increase in City property taxes for the average residential property owner. The proposed levies for FY90 and FY91 result in increases of .9% and 2%, respectively. This is an annualized increase of 3.6% over the proposed three year financial plan. The following chart shows how property taxes for the average residential property will be affected by the property tax levy recommended in this plan. The average residential assessed valuation used in this chart is based on information obtained from the City Assessor. FY88 Certified FY89 Proposed FY90 Proposed FY91 Proposed Taxable Valuation (For debt service levy only) $1,071,620,997 $1,134,391,100 $1,162,750,878 $1,220,888,422 TIF Valuations 3,508,666 3,040,372 3,040,372 3,040,372 Taxable Valuations (For all levies but debt service) $1,068,112,331 $1,131,350,728 $1,159,710,506 $1,217,848,050 The FY89 proposed levy will result in a 7.9% increase in City property taxes for the average residential property owner. The proposed levies for FY90 and FY91 result in increases of .9% and 2%, respectively. This is an annualized increase of 3.6% over the proposed three year financial plan. The following chart shows how property taxes for the average residential property will be affected by the property tax levy recommended in this plan. The average residential assessed valuation used in this chart is based on information obtained from the City Assessor. Y t 10 CITY PROPERTY TAXES FOR AVERAGE RESIDENTIAL PROPERTY Actual Actual Proposed Projected Projected FY87 FY88 FY89 FY90 FY91 AVERAGE RESIDENTIAL ASSESSED VALUATION 1-1-85 $68,450 1-1-86 $68,450 1-1-87 $69,477 1-1-88 $69,477 1-1-89 $70,866 ROLLBACK FACTOR .756481 .773604 .805966 .805966 .805966 TAXABLE VALUATION $51,781 $52,953 $55,996 $55,996 $57,116 TAX LEVY 10.609 11.549 11.785 11.895 11.895 PROPERTY TAXES $549.34 $611.55 $659.91 $666.07 $679.39 Change from Prior Year 11.3% 7.9% 0.9% 2.0% The City also will receive revenue from taxes on agricultural buildings and land located within the City limits. As provided by State law, the tax on this property is $3.00375 per $1000 of assessed value. The assessed taxable value for agricultural property is $3,265,558 and will yield revenue of $9,809. Property taxes which fund General Fund operations will increase 7.1% in FY89, 3.8% in FY90 and 5.7% in FY91. The following levies are included: FY87 FY88 FY89 FY90 FY91 General $7,555,463 $7,672,129 $9,127,152 $ 9,393,578 $ 9,864,380 Tort Liability 882,438 743,438 Trust & Agency 438,917 757,208 700,982 807,477 921,930 Ag. Bldgs & Land 9,702 9,881 9,809 9,809 9,809 TOTAL 18886_520 $9,182,656 $9,837,943 $10,210,864 $10,796,119 10 a fi' Another source of revenue used for General Fund operation is the Monies and Credits replacement fund. tax was repealed Formerly a state law levied a tax on certain monies & credits and monied capital. This amount of revenue and the State established a replacement fund which provides to cities the approximate $28,416. being received at the time the tax was repealed. In FY89, FY90 and FY91 the City will receive A Military Service Credit replacement has been established by the State which returns to cities part of fund will return the property tax lost to the Military Service Tax Credit. In FY89, FY90 and FY91 this by the State $13,800 to Iowa City for General Fund purposes. These monies are appropriated to cities credit. Treasurer in proportion to the money allocated by the State for the military service tax The State also provides a personal property tax replacement to cities. In 1973, the State froze valua- in FY88. The tions of personal property. That property was exempted from property taxes payable when the replacement annually provides the approximate amount of tax being received by the City ($400,000) of valuation tax was phased-out in FY88. Each county receives money from the state based upon the amount county, city) that was lost under the phase-out. The money is distributed to each taxing entity (school, based on their proportional share of the actual tax levy. The General Fund property tax levy is used for the support of many services, such as police, fire, valuation. In library, park and recreation services. The levy cannot exceed $8.10 per $1000 of assessed FY91. The maximum FY89, the levy is proposed to be $8.068. The projected levy is $8.10 for both FY90 and below. levy is reached due to a change in levying for tort liability costs; that change is explained The City also levies property tax for other purposes. These include Trust 8 AgencyTort Liability, e are levied. Transit and Debt Service. These funds can be utilized only for the purpose for which th y The Trust & Agency property tax levy is used for the payment of pension and employee benefits. These Police and Fire include social security (FICA), the Iowa Public Employees Retirement System (IPERS), tpe insufance premiums and Pension contributions, health insurance, life insurance, worker's compensation budget for FICA, IPERS, health insurance and unemployment compensation. State regulations allow cities to reached in the life insurance under the Trust & Agency Levy only when the $8.10 maximum levy has been City will be paying General Levy. In FY89, the General Levy is below the maximum levy limit, so Iowa $8.10 so a portion these benefit costs out of the General Levy. In FY90 and FY91, the general levy is at FY90 and $157,000 of the benefit costs are projected to be paid from the Trust 8 Agency Levy (E76,000 in nce premiums, and in FY91). Police and Fire Retirement contributions, workers compensation insurances. in three unemployment compensation costs will be paid from the Trust & Agency Levy all A special levy, Tort Liability, is provided to pay the cost of certain insurance coverage which is vehicle liability, budgeted under Risk Management. This includes comprehensive general liability, motor insurance. In FY88, property insurance, public official liability, errors and omissions, and false arrest which for a $50,000 self- the City purchased property and liability insurance under a program provides necessitated the insured retention per incident with an annual aggregate retention of $475,000. Thio this program will Oqestablishment of a loss reserve fund for the retention amount. It is estimated that W 11 M 4 n reduce the City's insurance costs by $200,000 annually. Instead of utilizing the Tort Liability Levy to build the reserve balance, it is proposed that the General Levy be used. This will permit flexibility in the future use of the reserve balance. It is for this reason that the General Levy rises to the $8.10 maximum in FY90 and FY91. The following shows the portion of the General Levy which is attributable to tort liability for FY89 through FY90. FY89 FY90 FY91 Assessment Assessment Assessment Dollars Per $1000 Dollars Per $1000 Dollars Per $1000 General 8,466,894 7.484 8,667,294 7.474 9,065,468 7.444 Tort Liability 660,258 .584 726,284 .626 798,912 .656 Total General Levy 9,127,152 8.068 9,3932578 8.100 9,864,380 8.100 State law permits the use of a Transit Levy for funding the operation of a municipal transit system. The levy is now at $.54 per $1000 of assessed valuation, the maximum permitted levy. The Debt Service levy provides funds for the payment of the principal and interest on general obligation bonds of the City. It can also be utilized to fund the payment of any judgments against the City, unless other funding sources are provided by State law. The FY89 levy includes debt service for a $1.3 million bond issue to be sold January, 1988, to finance the Scott Boulevard Project, the Dubuque Road Project, the water plant computer, the Heinz Road Project and Alley Paving. FY90 and FY91 levies include debt service for a projected $2 million bond issue in each of these years. These issues will finance the remainder of the Benton Street Bridge Project, the Melrose Avenue Bridge Renovation Project, the Mercer Park Parking Lot Resurfacing, storm sewer projects and other projects yet to be determined. B. GENERAL FUND - REVENUES OTHER THAN PROPERTY TAX 1. Intergovernmental Revenue Assistance from other governmental agencies is a major source of revenue. This includes both Federal and State assistance. Some of these funds are distributed according to population. Iowa City's population, as reported in the 1980 Census and used as the basis for per capita distribution, is 50,508. a. The bank franchise tax is a State tax levied on the net income of financial institutions. The State retains 55% of this tax with the remainder divided with 60% to the city and 40% to the county within which it originated. The FY89-91 projections of $56,000 annually is based upon };3 actual receipts in past years. 12 b. Liquor profits are 10% of gross revenue of State liquor stores. In FY88, the estimate was based on $5.80 per capita ($271,194). In FY89-FY91 the annual estimate remains at $5.80 per capita ($277,794). This revenue source decreased upon the elimination of state liquor stores in FY88. c. State Municipal Assistance is distributed to cities on a ratio of each city's population to total State population. This payment cannot exceed one-half of the City's property tax levy. The FY88-FY91 projection is based on $6.60 per capita ($333,353). Both the amount and continuation of the program in FY89 and future years will continue to be a topic of discussion for the State Legislature in upcoming sessions. d. The City of Iowa City is responsible for maintenance of all financial records for the Johnson County Council of Governments (JCCOG). The JCCOG budget is included in the City's financial plan. Total funding needed by JCCOG in FY89 amounts to $166,485 with Iowa City's share being $91,193. For FY90 and FY91, Iowa City's share increases to $99,694 and $104,468, respectively. e. Road Use Tax collected by the State from the registration of motor vehicles, fuel tax, license fees and the use tax on motor vehicles, trailers and accessories and equipment is apportioned to each city based upon a ratio of the city's population to all Iowa cities. The per capita estimate for FY89 is $36.33 ($1,834,956). A two percent increase is projected for road use tax revenues in FY90 ($1,871,655) and FY91 ($1,909,088). f. The balances of three reserves provided funding for various Recreation, Parks and Cemetery expenditures in FY88. The use of the reserves balances was considered a loan to be repaid from the General Fund over a five year period resulting in annual repayments of $33,477. The repayments start in FY89 and are budgeted under transfers -out in Cemetery ($3,777), Parks ($18,000) and Recreation ($11,700). 2. Other Revenue The City establishes service charges both by contract and fee schedules. The Fire Department revenues include the fire protection contract with the University of Iowa. FY89 revenues are projected at $428,832 to the General Fund, $8,456 to the Fire Equipment Replacement Fund and $97,403 to the Trust & Agency Fund for a total of $534,691. Charges are projected to increase by 5% annually for FY90 ($560,452) and FY91 ($587,461). Library services in FY89 include $137,425 for services to Johnson County, 10% of the Library's operating budget. Johnson County service costs are projected to increase approximately 4% in both FY90 ($142,409) and FY91 ($148,343). Recreation revenue includes admissions, lessons, entry fees and pool revenue. It is projected at $487,661 in FY89 and shows no increase in FY90 or FY91. Other revenue is derived from activities such as police escort service, animal control fees, zoning and subdivision fees. In FY89-91, revenue from licenses and permits is budgeted at $380,233. Most of this revenue will come from building and rental permits or beer and liquor permits and licenses. Other sources of revenue are peddler's, electrician's, plumber's and animal licenses and burial permits. V 13 4 P 's The FY89-91, budgeted revenue from fines and forfeitures of $327,000 includes $162,000 for parking fines, library fines of $56,000 assessed for overdue or damaged property, and $109,000 collected by the magis- trate's court for violation of the City or State codes such as motor vehicle violations and animal control ba violations. The UDAG (Urban Development Action Grant) loan repayments start during FY89. The FY89 payment is $152,622 and future annual payments are $226,934 with the final payment due July, 2009. Approximately $80,000 will be transferred to the General Fund annually, starting in FY89, to fund the City's $40,000 contribution to ICAD and the costs of related economic development activities. A hotel -motel tax of five percent was approved by Iowa City voters in November, 1982. The allocation of those tax revenues is proposed to be altered slightly in this financial plan. The chart below shows the change in percentage allocation being proposed and the FY89 projection in dollars based upon the proposed allocation. An annual increase of 2% in tax revenues is projected in the financial plan. Police Protection Convention Bureau Parkland Acquisition Reserve Park Operations Recreation Facilities Reserve Recreation Operations Total Prior Year's Proposed Allocation Allocation $ 50% 50% $112,200 25% 25% 56,100 10% 10% 22,440 15% T—Off 15% 100% 33,660 $224,400 Use of money and property revenue comes from various sources. Interest income ($70,500) is projected at a 7% interest yield. General Fund miscellaneous revenues are composed of refunds, reimbursements of expenses and damages, miscellaneous sales and commissions or concessions. The commission from the cable TV franchise fee is projected to be $109,640 in FY89, $114,480 in FY90 and $121,349 in FY91. The remaining miscellaneous revenues for the three projection years total $35,800 for all 41 operating divisions, an average of $873 per division. 14 v T C. GENERAL FUND - EXPENDITURES The proposed General Fund budget in FY89 is $16,711,884 or a decrease of 0.7% from the FY38 estimate. A comparison of dollars and percentage changes by major classification of expenditure follows: 1. Personal Services Personnel costs are primarily controlled by collective bargaining agreements. Employees of the City are represented by three unions: AFSCME (Local #183), the Police Labor Relations Organization of Iowa City, and the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local #610). All supervisory, confidential, temporary and other employees who are excluded by law in Chapter 20 of the Code of Iowa are excluded from the units and from the terms, conditions or application of the Agreement. The majority of City employees is represented by AFSCME. This Union is comprised of two bargaining units, one composed exclusively of Library employees and the other composed of employees in all other departments. AFSCME ratified a two-year contract, July 1, 1987 through June 30, 1989. The contract provides for a 3% salary increase in each year; there were no changes to the benefits. 15 Actual Estimate Proposed Projected Projected DOLLARS FY87 FY88 FY89 FY90 FY91 Personal Services $ 9,413,088 $10,110,778 $10,584,263 $10,990,800 $11,468,562 Commodities 440,032 619,186 583,704 596,352 623,015 Services & Charges 2,735,592 3,515,291 3,395,367 3,583,481 3,761,452 Capital Outlay 632,595 1,287,614 652,455 508,350 905,302 Transfers 1,039,835 1,198,878 1,384,095 1,472,444 1,589,787 Contingency - 100,000 112,000 115,000 119,000 TOTAL $14,261,142 $16,831,747 $16,711,884 $17,266,427 $18,467,118 PERCENTAGE CHANGES Estimate Proposed Proposed Proposed OVER PRIOR YEAR FY88 FY89 FY90 FY91 Personal Services 7.4% 4.7% 3.8% 4.3% Commodities 40.7% (5.7)% 2.2% 4.5% Services & Charges 28.5% 103.5% (3.4)% (49.3)% 5.5% (22.1)% 5.0% 78.1% Capital Outlay Transfers 15.3% 15.4% 6.4% 8.0% Contingency 100.0% 12.0% 2.7% 3.5% TOTAL 18.0% (0.7)% 3.3% 6.9% 1. Personal Services Personnel costs are primarily controlled by collective bargaining agreements. Employees of the City are represented by three unions: AFSCME (Local #183), the Police Labor Relations Organization of Iowa City, and the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local #610). All supervisory, confidential, temporary and other employees who are excluded by law in Chapter 20 of the Code of Iowa are excluded from the units and from the terms, conditions or application of the Agreement. The majority of City employees is represented by AFSCME. This Union is comprised of two bargaining units, one composed exclusively of Library employees and the other composed of employees in all other departments. AFSCME ratified a two-year contract, July 1, 1987 through June 30, 1989. The contract provides for a 3% salary increase in each year; there were no changes to the benefits. 15 V M Sworn police officers are represented by Lhe Police Labor Relations Organization of Iowa City. The bargaining unit is composed of all Iowa City police officers. Exempt from the unit are the police chief, deputy chief, captains, sergeants, and other confidential, administrative, supervisory and less than half-time employees. The police officers union agreed to a two-year contract that spans July 1, 1987 through June 30, 1989. The contract provides for a 3% salary increase in each year and no changes to the benefits. The firefighters are represented by the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local #610). The bargaining unit is composed of firefighters, lieutenants, and captains. Exempt from the unit are the fire chief, fire marshal and battalion chiefs. The firefighters negotiated a two-year contract, July 1, 1987 through June 30, 1989. The contract provides for a 3% salary increase in each year and no changes to benefits. Employees who are administrative, supervisory or otherwise ineligible for collective bargaining are covered by the Personnel Rules and Regulations. Some are eligible for Civil Service. Salaries and benefits are determined by the City Council upon the recommendation of the City Manager. Salaries and benefits (personal services costs) are budgeted at full cost. FY89 includes one extra payroll (27 instead of the normal 26 payrolls). The beginning payroll and ending payroll will be structured to allocate one-third of the additional payroll in each of FY88, FY89 and FY90. This will minimize the impact of the additional cost of the extra payroll. Several personnel positions are proposed to be eliminatd in the FY89 budget within the General Fund. All of these eliminations are scheduled to occur July 1, 1988, with the exception of a Civil Engineer position which will not be eliminated until January 1, 1989, to permit computation of capital projects now in progress. 2. Commodities The above chart indicates that commodity costs show a dramatic increase in FY88. This is due to exceptionally low expenditures in FY87 for fuel under Police Patrol and for surfacing materials and road salt under Streets System Maintenance. Commodities mainly consist of office and cleaning supplies, and maintenance and repair materials for buildings, streets and equipment. Generally, supplies and materials are projected at an increase of between 3-4% for FY's 89-91, 3. Services and Charges Services and Charges cover expenses for insurance premiums, payments for Aid to Agencies, printing, various service contracts and utility costs. The substantial increase from FY87 to FY88 is mainly insurance and the start up costs of the new indoor pool at Mercer Park. Although insurance premiums decreased, the need to establish a loss reserve necessitated an expenditure of $452,000 to move the available tort liability balance to a reserve fund. The start up of the new indoor pool required a minimal budget in FY88 to cover initial operating, insurance and utility costs. The FY89 budget ✓ T 16 u N �F includes the first full year of operation for the indoor pool with total operating costs estimated at $243,000 annually ($140,000 is for personal services and $99,000 is for services and charges). Overall, the budgets for services and charges are estimated to increase between 3-6% for FY's 89-91. In past years, the Aid to Agencies budget has been funded primarily from Federal Revenue Sharing monies. The appropriation for the agencies was included in the financial plan at a 4% annual increase in each of the three years (FY89 = $203,330, FY90 = $211,460, FY91 = $219,920). With the discontinu- ance of Federal Revenue Sharing, the agencies are now funded from Community Development Block Grant monies ($90,000 annually), with the remainder funded from the General Fund. In FY89, a Fire Vehicle Replacement Fund will be established to provide funding for scheduled fire truck and vehicle replacement. Budgeted payments into the replacement fund are $70,000 in FY89, $75,000 in FY90 and $80,000 in FY91. 4. Capital Outlay In FY88, expenditures for capital items more than doubled over the prior year. This was due to the budgeted purchase of a new ladder truck for the Fire Department ($451,000). The reduction in expenditures in FY89 is due to the ladder truck in FY88 and a temporary reduction in the City's asphalt resurfacing program. The financial plan proposes reducing asphalt resurfacing from its FY88 budget of $250,000 to $20,000 in each of FY89 and FY90. The asphalt resurfacing budget is proposed to be restored to $250,000 again in FY91. This accounts for part of the large increase in the FY91 budgeted amount for capital outlay. The scheduled purchase of a replacement fire pumper truck ($183,000) makes up the remainder of the increase; this purchase will be funded from the Fire Vehicle Replacement Fund. 5. Transfers In FY89, the General Fund will subsidize Transit operations ($478,087), Airport ($83,819) and JCCOG ($91,193). Also included is a transfer to Transit in the amount of the transit property tax levy ($610,929). State law mandates that property taxes received from the transit levy be receipted into the General Fund and then transferred to transit operations. The subsidy from the General Fund for Transit increases 49% over FY88 and is proposed to increase 16% in FY90 ($555,224) and 15% in FY91 ($636,994). The large increase in FY89 is due to decreasing ridership. No fare rate increase, in any of the three years, necessitates a large annual increase in the subsidy as it must cover all increases in expenditures from year to year. The subsidy for Airport decreases 19% from FY88 and then shows a small increase in the next two years (FY90 = $85,572, FY91 = $92,848). The subsidy for JCCOG increases 6% over FY88 and then shows a 9% increase in FY90 ($99,694) and 5% in FY91 ($104,468). 17 4 M The transfers -out include the repayments to reserve funds for monies borrowed in FY88 for various capital improvements. Repayments begin in FY89 and are budgeted under Cemetery ($3,777), Parks ($18,000), Recreation ($11,700) and Animal Control ($20,500). 6. Contingency The expenditure contingency is set at just under 2% of all budgeted expenditures, net of the Personal Services amount. 18 O D. GENERAL FUND YEAR-END BALANCE The City initiated the concept of the Pure Fund Balance and a Contingency in the FY87 Budget. The Pure Fund Balance is that portion of the balance maintained as working capital which is not available for allocation except in emergency situations. The Contingency is that portion available for allocation to unbudgeted and unplanned expenditures during the fiscal year. The Contingency is budgeted for within the expenditures. In addition, the salary and benefits budget is carried at 100% with no reduction for expenditureshbudgetewhicch shouldebeamount and the sufficient t0 c0verttheeunplannedther total and unbudgetedrexpenditure whioch may occur during the fiscal year. the The annual year-end fund balance minus the reserve balances gives the Pure Fund Balance or the General Fund's working capital position. The following chart gives the Pure Fund balance for fiscal years 1987, through 1991. FY89 Proposed FY90 Proposed FY91 Proposed b 1,931,603 16,830,066 (16,711,884) $ 2,049,785 (554,439) b 1,495,346 b 2,049,785 17,341,638 _L17,266,427) 5 2,124,996 (709,422) b 1,415,574 b 2,124,996 18,343,008 (18,467,118) $ 2,008,886 (692,271) E 1,308,615 The Pure Fund Balance holds relatively steady at between $1.3 and $1.5 million through FY91. The $1.q Any unexpected deterioration of the City's working million is approximately 8% of the expenditure budget. capital position will need to be monitored closely. A desirable goal to work towards is a Pure Fund Balance of approximately 10% in future years. (Following the Financial Plan Overview are sumnarizing the reserve balances.) schedules The Pure Fund balance is used to provide for cash flow in the first quarter of the new fiscal year due to the fact that property taxes are not received until October. The following chart shows cash flow needs or how expenditures have exceeded receipts in the first quarter of the past five years. 19 FY87 Actual FY88 Estimate Beginning Fund Balance $ 1,525,926 $ 2,346,807 Receipts Expenditures 15,082,023 16,416,543 (14,261,142) (16,831,747) Ending Fund Balance b 2,346,807 $ 1,931,603 Less Reserve Balances (812,557) (431,293) Pure Fund Balance $__1,534,250 $ 1,500,310 FY89 Proposed FY90 Proposed FY91 Proposed b 1,931,603 16,830,066 (16,711,884) $ 2,049,785 (554,439) b 1,495,346 b 2,049,785 17,341,638 _L17,266,427) 5 2,124,996 (709,422) b 1,415,574 b 2,124,996 18,343,008 (18,467,118) $ 2,008,886 (692,271) E 1,308,615 The Pure Fund Balance holds relatively steady at between $1.3 and $1.5 million through FY91. The $1.q Any unexpected deterioration of the City's working million is approximately 8% of the expenditure budget. capital position will need to be monitored closely. A desirable goal to work towards is a Pure Fund Balance of approximately 10% in future years. (Following the Financial Plan Overview are sumnarizing the reserve balances.) schedules The Pure Fund balance is used to provide for cash flow in the first quarter of the new fiscal year due to the fact that property taxes are not received until October. The following chart shows cash flow needs or how expenditures have exceeded receipts in the first quarter of the past five years. 19 u a July/September July/September Shortfall Fiscal Year Receipts Expenditures in Receipts FY88 $2,560,239 $4,574,149 ($2,013,909) FY87 $1,821,136 $3,835,878 ($2,014,742) FY86 $2,098,601 $4,092,650 ($1,994,049) FY85 $1,814,963 $3,722,020 ($1,907,057) FY84 $1,203,122 $3,123,522 ($1,920,400) The projected year end balance will provide funding for some of the shortfall. The remainder is funded internally by borrowing from balances in other funds until property taxes are received. E. DEBT SERVICE FUND This fund provides for the payment of the principal and interest on general obligations of the City. Funding is provided by the Debt Service Tax Levy and abatement from various Enterprise funds for their capital improvements which were funded by General Obligation Bonds. Debt Service costs in the three year financial plan will cover the January, 1988, bond issue of $1.3 million and bond issues of $2 million annually in each of FY90 and FY91. As stated in the Fiscal Policy (Capital Improvements Program FY89-91), "Debt incurred as a general obligation of the City of Iowa City shall not exceed statutory limits: presently 5% of the market value of the taxable property within the corporate limits as established by the City Assessor." The following schedule shows the relation of Iowa City's allowable debt margin and the debt incurred for FY85 through FY91. The total property valuation amounts are actual for FY85-FY88, a preliminary estimate for FY89 and projections for FY90 and FY91. The fiscal policy also includes the guideline that "debt service charges payable from the general tax levy shall not exceed 25% of that levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the total levy for FY85 through FY91. The levies for FY85-FY88 are actual and the FY89-FY91 are proposed levies. 20 I Total Allowable Debt Property Margin (5% of Debt at Debt as % of Valuation Total Property Val.) July 1 Allowable Debt Margin FY91 $1,382,000,000 $69,100,000 $16,010,000 23% FY90 $1,316,000,000 $65,800,000 $16,410,000 25% FY89 $1,284,010,028 $64,200,501 $16,835,000 26% FY88 $1,246,381,671 $62,319,084 $17,950,000 29% FY87 $1,248,123,717 $62,406,186 $13,625,000 22% FY86 $1,174,927,158 $58,746,358 $10,500,000 18% FY85 $1,124,655,722 $56,232,786 $12,100,000 22% The fiscal policy also includes the guideline that "debt service charges payable from the general tax levy shall not exceed 25% of that levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the total levy for FY85 through FY91. The levies for FY85-FY88 are actual and the FY89-FY91 are proposed levies. 20 I This fund provides for the payment of pension and employee benefits. Funding is provided by the Trust and Agency tax levy. The costs covered by the Trust and Agency levy inF employee benefit costs be paid from this Y89 will include the police and fire premiums and unemployment compensation pension contributions, Police and Fire Pension System annual expenses, worker's compensation insurance claims. The Financial Plan proposes that a small amount of levy in FY90 ($76,000) and FY91 ($157,000) since the General Levy is is the $8.10 maximum in those years. The City will contribute, in FY89, 17.922% of all sworn police officers' salaries and 30.045% of all firefighters' salaries to the respective pension/retirement systems. These rates are projected to remain the same in FY90 and FY91. G. OTHER FUNDS The Equipment Maintenance Fund provides maintenance for all City vehicles and equipment and rents vehicles to other City departments from a central vehicle pool. Funding is provided from the chargeback for the maintenance services and the rentals of vehicles. The Central Supply and Print Fund covers the operation of the general office supply inventory and the print shop. Both of these functions are available to all City departments who pay chargebacks based upon the services utilized. The Special Revenue Funds include JCCOG (Johnson County Council of Goverments), CDBG (Community Develop- ment Block Grant), Road Use Tax and UDAG Repayment (Urban Development Action Grant). The JCCOG fund is an agency fund as the City only acts as custodian for the fund and provides accounting services for JCCOG. The CDBG Fund accounts for revenue from U.S. Department of Housing and Urban Development Community Development Block Grant programs and is restricted in use for eligible projects as defined by Federal regulations. The Road Use Tax Fund accounts for revenue from the State which is restricted to be used for only street maintenance, traffic engineering and street construction costs. The UDAG Repayment Fund was established to account for the repayment to the City of the UDAG received in 1984 and 2009 and arrenproposedto a dtonbewn hotel utilizeddtoefundreconomicedevelopmentment ies act acll be tivities. received three year the financial 21 a Debt Debt Service Total Service as % Levy Levy of Total FY91 11.895 2.498 21% FY90 11.895 2.559 22% FY89 11.785 2.557 22% FY88 11.549 2.520 22% FY87 10.609 1.892 18% FY86 10.885 1.952 18% FY85 10.652 1.830 17% TRUST AND AGENCY FUND This fund provides for the payment of pension and employee benefits. Funding is provided by the Trust and Agency tax levy. The costs covered by the Trust and Agency levy inF employee benefit costs be paid from this Y89 will include the police and fire premiums and unemployment compensation pension contributions, Police and Fire Pension System annual expenses, worker's compensation insurance claims. The Financial Plan proposes that a small amount of levy in FY90 ($76,000) and FY91 ($157,000) since the General Levy is is the $8.10 maximum in those years. The City will contribute, in FY89, 17.922% of all sworn police officers' salaries and 30.045% of all firefighters' salaries to the respective pension/retirement systems. These rates are projected to remain the same in FY90 and FY91. G. OTHER FUNDS The Equipment Maintenance Fund provides maintenance for all City vehicles and equipment and rents vehicles to other City departments from a central vehicle pool. Funding is provided from the chargeback for the maintenance services and the rentals of vehicles. The Central Supply and Print Fund covers the operation of the general office supply inventory and the print shop. Both of these functions are available to all City departments who pay chargebacks based upon the services utilized. The Special Revenue Funds include JCCOG (Johnson County Council of Goverments), CDBG (Community Develop- ment Block Grant), Road Use Tax and UDAG Repayment (Urban Development Action Grant). The JCCOG fund is an agency fund as the City only acts as custodian for the fund and provides accounting services for JCCOG. The CDBG Fund accounts for revenue from U.S. Department of Housing and Urban Development Community Development Block Grant programs and is restricted in use for eligible projects as defined by Federal regulations. The Road Use Tax Fund accounts for revenue from the State which is restricted to be used for only street maintenance, traffic engineering and street construction costs. The UDAG Repayment Fund was established to account for the repayment to the City of the UDAG received in 1984 and 2009 and arrenproposedto a dtonbewn hotel utilizeddtoefundreconomicedevelopmentment ies act acll be tivities. received three year the financial 21 a V plan shows funding in all years for the costs of the Economic Development Coordinator staff position and the annual payment to ICAD (Iowa City Area Development). In addition, the FY89 budget proposes utilizing $60,000 of UDAG monies for the North Highway One Widening Project. The three year financial plan does not include a budget for Federal Revenue Sharing since it was discon- tinued in FY87 and the remaining balance will be expended during FY88. ENTERPRISE FUNDS The Enterprise Funds include Parking, Pollution Control, Water, Refuse, Landfill, Airport and Transit. These are utilities or services supported primarily from revenues for services provided. A. Enterprise Fund Revenues Refuse collection rates were last increased on July 1, 1987. Rate increases are scheduled for 1) September 1, 1988, from $4.50 to $5.25 per month, 2) September 1, 1989, to $5.50 per month, and 3) September 1, 1990, to $5.75 per month. These increases are needed primarily to cover the cost of the state mandated solid waste fee. Refuse Collection is self-supporting and receives no subsidy from the General Fund. The Transit tax levy is set at 54t per $1,000 assessed valuation, the maximum allowable tax levy. Transit fare revenue is estimated to provide less than one-third of total transit operating revenue in future years. The three year financial plan assumes that ridership will stabilize in FY88 and maintain that level through FY90 and FY91. The following chart shows the growing annual subsidy need for transit under these assumptions. Revenue FY87 FY88 FY89 FY90 FY91 Fare Revenue $ 730,262 $ 636,100 $ 636,172 $ 636,172 $ 636,172 34% 36% 32% 30% 29% Federal & State 399,901 266,178 258,376 258,376 258,376 Assistance 18% 15% 13% 12% ll% Transit Tax Levy 379,159 513,520 610,929 626,244 657,638 18% 29% 30% 30% 30% Operating Subsidy 658,550 342,763 501,763 579,847 662,602 30% 20% 25% 28% 30% Total $2,167,872 $1,758,561 $2,007,240 $2,100,639 $2,214,788 100% 100% 100% 100% 100% 22 At Parking rates were last increased in February 1986. No rate increases are proposed in FY89 or FY90. However, the FY91 budget does include a fee increase of five cents an hour for the parking system. Parking revenue projections show a minimal increase in FY89 and FY90. The FY91 increase is attributable to the rate increase which is proposed to be effective July 1, 1990. Parking fines of $185,000 are receipted into the Parking fund to satisfy revenue requirements for Parking Revenue bonds. If the balance at year-end is adequate, those fines will be transferred to the General Fund. Landfill fees last increased July 1, 1987, from $7.75 per tan to $8.00 per ton. Scheduled fee increases for the three year financial plan are $9.25 in FY89, $10.00 in FY90 and $10.80 in FY91, effective July 1 or the beginning of each fiscal year. The fee increases result primarily from the implementation of a state mandated solid waste fee to be paid into a state fund for cleaning up landfills. The state fees per ton are 25t in FY87, $1.50 in FY89, $2.00 in FY90, and $2.50 in FY91. Airport operations are funded primarily from the operating subsidy from the General Fund (48% of total revenues) and from building rentals (40% of total revenues) throughout the three year financial plan. The operating subsidy decreased approximately 19% in FY89 due to decreased annual operating expenses and increased rental rates. Water rates and Pollution Control rates are both scheduled to increase in September 1988, the third step in a three year rate increase schedule. This step in the rate increase schedule, stipulates a 5% addition to water rates and 21% to sewer rates. The schedule was prepared in 1986 to meet debt requirements of Water abated GO Bonds and Sewer Revenue Bonds. The financial plan does not include any rate increases in FY90 and FY91. B. Enterprise Fund Expenditures Operating Funds Parking, sewer and water revenues fund operations and also pay the principal and interest due on their respective revenue bond issues. In FY89, $1,500 of sewer revenue, $166,700 of water revenue, and $33,000 of airport revenue will also be used to pay debt service on general obligation bond issues which were sold to finance sewer, water and airport projects. RT 23 .! u n Enterprise Fund expenditure comparisons of expenditure amounts and percentage changes in annual expenditures follow: \JQ Parking Operations actual expenditures in FY87 were higher than usual due to transfers to capital projects for parking ramp renovations ($98,500) and the transfer to transit for an operating subsidy ($200,000). No increases occur in FY89 due to the elimination of a half-time position and some cashier hours. Pollution Control expenditures increased in FY87 and again in FY88 as a result of debt service payments required by the 1986 Sewer Revenue Bond Issue of $38,950,000. Total Debt Services transfers amount to $3,264,050 in FY88 and to $3,672,700 in FY89. The FY89 budget shows another substantial increase due to the additional operating expenses for the new south plant which are estimated at approximately $600,000 annually. The expenditures for Water increase substantially in FY88 due to the funding of a portion of the new water computer ($200,000). The transfer of revenues to the Improvement Reserve was increased in FY89 from $36,000 to $136,000 annually. Refuse expenditures show larger than average increases due to the increase in landfill fees caused by the State mandated solid waste fee. 24 FY87 FY88 FY89 FY90 FY91 DOLLARS Actual Estimate Proposed Projected Projected Parking Operations 2,142,112 1,925,874 1,928,750 1,982,038 1,994,815 Pollution Control Operations 1,866,901 5,412,343 6,008,903 6,025,434 5,953,525 Water Operations 1,809,607 2,294,110 2,275,941 2,370,821 2,462,611 Refuse Collection Operations 578,910 620,347 698,887 763,541 808,371 Landfill Operations 706,226 531,161 1,178,432 933,454 1,218,007 Airport Operations 178,352 202,186 170,605 176,865 184,141 Transit Operations 1,894,871 2,009,091 1,994,311 2,087,255 2,200,687 PERCENTAGE CHANGE FY88 FY89 FY90 FY91 OVER PRIOR YEAR Estimate Proposed Projected Projected Parking Operations (10.1)% 0.0% 2.8% 0.6% Pollution Control Operations 189.9% 11.0% 0.3% (1.2)% Water Operations 26.8% (0.8)% 4.2% 3.9% Refuse Collection Operations 7.2% 12.7% 9.3% 5.9% Landfill Operations (24.8)% 121.9% (20.8)% 30.5% Airport Operations 13.4% (15.6)% 3.7% 4.1% Transit Operations 6.0% (0.7)% 4.7% 5.4% Parking Operations actual expenditures in FY87 were higher than usual due to transfers to capital projects for parking ramp renovations ($98,500) and the transfer to transit for an operating subsidy ($200,000). No increases occur in FY89 due to the elimination of a half-time position and some cashier hours. Pollution Control expenditures increased in FY87 and again in FY88 as a result of debt service payments required by the 1986 Sewer Revenue Bond Issue of $38,950,000. Total Debt Services transfers amount to $3,264,050 in FY88 and to $3,672,700 in FY89. The FY89 budget shows another substantial increase due to the additional operating expenses for the new south plant which are estimated at approximately $600,000 annually. The expenditures for Water increase substantially in FY88 due to the funding of a portion of the new water computer ($200,000). The transfer of revenues to the Improvement Reserve was increased in FY89 from $36,000 to $136,000 annually. Refuse expenditures show larger than average increases due to the increase in landfill fees caused by the State mandated solid waste fee. 24 WJ rf Landfill costs vary according to capital outlay and transfers. FY87 included transfers of $227,000 '" for the Landfill Leachate Control project. FY88 has no capital projects planned. FY89 shows a substantial increase due to the payment to the state of the mandated solid waste fee ($153,000), contracted excavation at the landfill site ($280,000), and an increase of the annual transfer to the landfill reserve ($125,000). No excavation is budgeted in FY90, but the state fee increases to $204,000. The FY91 budget includes excavation ($200,000) and the state fee increases to $255,000. Airport expenditures in FY87 came in lower than budgeted. The FY89 budgeted expenditures are intentionally reduced from prior years as submitted by the Airport Comnission. Transit expenditures decreased in both FY87 and FY88 due to service reductions. The FY88 total expenditures show an increase due to the transfer -out of the excess fund balance at June 30, 1,987 ($155,610) to the Transit Reserve. Without the transfer, total expenditures would have amounted to $1,853,421. Starting in FY89, an annual transfer of $75,000 will be made to the reserve to fund future bus purchases. 2. Reserve Funds The revenue bond ordinances require that Parking and Pollution Control set aside these special accounts: a) Bond and Interest Sinking Reserves - amounts sufficient to pay current bond and interest maturi- ties. b) Bond and Interest Reserves - balances to be maintained that are equal to the maximum amount of principal and interest due on the bonds in any succeeding fiscal year. c) Depreciation, Extension and Improvement Reserve or Renewal and Improvement Reserves - $240,000 annually for Pollution Control (until a balance of $2 million is reached) and $60,000 annually for Parking (until a balance of $300,000 is reached) is transferred in from each respective operations fund for the purpose of funding capital improvements. d) Operations Reserve - only pollution control bonds are required to carry this reserve; it needs a balance of $3,672,550. Bonds called early may be paid from this reserve. Landfill, Water, Airport, and Transit have separate reserves for future capital expenditures. Landfill's reserve is provided for purchase of additional landfill land or construction of a facility that may be deemed a necessary alternative to a landfill site. The Water Reserve is available to fund major capital improvement projects for the water plant in future years. The transit reserve will be used to repay loans from federal and state grants and to fund future bus acquisitions. The Airport Reserve is intended to fund capital improvements to runways and facilities. A current grant application to the FAA proposes the use of the Airport Reserve balance in full for local match funds. This would eliminate their reserve position and would necessitate the appropriation of General Fund reserves or the issuance of general obligation bonds to fund future capital improvement pro- jects. 25 CITY OF IOWA CITY IMPACT OF INFLATION ON THE BUDGE D 25 0 L ED DOLLARS OP. L BUDGET 20 i i€! A ii i f3i i � R ■CONSTANT LLI I I I S Miij3 !€ :f! i !- � �� I� �����III �t��311 Iliil�f� • 11 fi i I t f it0 M I L L I N S M 78 79 80 81 82 83 64 85 86 87 88 89 FISCAL YEARS 2` 0 ALL FUNDS FINANCIAL SUMMARY - FY88 BALANCE PROPERTY OTHER TRANSFERS TOTAL DISBURSE - TRANSFERS TOTAL DIS- BALANCE FUND 6-30-87 TAX RECEIPTS IN RECEIPTS VENTS OUT BURSEMENTS 6-30-88 GENERAL FUND DEBT SERVICE PARKING OPERATIONS PARKING, RESERVES POLLUTION CONTROL OPERATIONS POLL CONTROL, RESERVES WATER OPERATIONS WATER,RESERVES REFUSE COLLECTION OPERATIONS LANDFILL OPERATIONS LANDFILL RESERVES AIRPORT OPERATIONS AIRPORT RESERVES TRANSIT OPERATIONS TRANSIT RESERVES TRUST 6 AGENCY JCCOG RENTAL REHAB. ROAD USE TAX FEDERAL REVENUE SHARING CDBG, METRO ENTITLEMENT UDAG REPAYMENT FUND GRAND TOTAL 2,746,769 9,338,968 1,551,608 3,525,967 16,416,543 15,672,869 1,198,878 16,831,747 1,971,565 159,598 2,700,618 161,928 649,080 3,511,626 3,662,915 0 1,662,915 8,109 107,945 0 1,966,105 6,000 1,972,105 1,029,074 896,800 1,925,874 154,176 1,161,976 0 0 684,800 684,800 625,838 0 625,838 1,220,938 1,560,479 0 4,541,689 0 4,541,689 1,114,514 4,297,829 5,412,343 689,825 7,976,363 D 152,694 4,396,939 4,549,633 3,123,866 481,530 3,605,396 8,920,600 351,770 0 2,265,708 0 2,265,708 1,910,075 384,035 2,294,110 323,368 650,896 0 48,068 334,580 382,648 204,118 198,580 402,698 630,846 53,932 0 614,240 0 614,240 620,347 0 620,347 47,825 287,325 0 833,972 0 833,972 506,161 25,000 531,161 590,136 286,697 0 13,092 150,000 163,092 0 136,800 136,800 312,989 393 0 94,173 103,113 197,286 169,186 33,000 202,186 -4,507 106,449 0 8,928 0 8,928 0 0 0 115,377 273,001 0 925,041 833,520 1,758,561 1,853,421 155,670 2,009,091 22,471 98,159 0 0 155,670 155,670 21,250 0 21,250 232,579 -41,757 757,208 102,765 0 859,973 82,500 696,690 779,190 39,026 38,988 0 70,557 06,166 156,723 156,723 0 156,723 38,988 -579 0 33,579 0 33,579 33,000 0 33,000 0 459,453 0 1,790,407 0 1,790,407 0 2,116,869 2,116,869 132,991 445,014 0 10,000 0 10,000 0 455,014 455,014 0 -29,102 0 945,358 0 945,358 832,756 83,500 916,256 0 154,715 0 0 0 0 1,260 19,594 20,854 133,861 16 448,484 12,796,794 18,129,912 10,925,835 41,852,541 31,--9,873 11,179,789 42,759,662 15 541,363 w 27 M 0 M GENERAL FUND DEBT SERVICE PARKING OPERATIONS PARKING, RESERVES POLLUTION CONTROL OPERATIONS POLL CONTROL, RESERVES NATER OPERATIONS NATER,RESERVES REFUSE COLLECTION OPERATIONS LANDFILL OPERATIONS LANDFILL RESERVES AIRPORT OPERATIONS AIRPORT RESERVES TRANSIT OPERATIONS TRANSIT RESERVES TRUST i AGENCY JCCOG RENTAL REHAB. ROAD USE TAX FEDERAL REVENUE SHARING CDSG, METRO ENTITLEMENT UDAG REPAYMENT FUND GRAND TOTAL 1,971,565 10,190,106 3,792,987 2,846,977 16,810,066 15,327,789 1,384,095 16,711,884 2,049,747 8,709 ALL FUNDS FI14ANCIAL SUMMARY - FY89 655,800 1,580,891 7,561,200 0 A TO BALANCE FUND 6-30-88 PROPERTY OTHER TRANSFERS TAX RECEIPTS IN TOTAL RECEIPTS DISBURSE MENTS - TRANSFERS OUT TOTAL DI- BURSEMENTS BALANCE 6-30-89 897,100 GENERAL FUND DEBT SERVICE PARKING OPERATIONS PARKING, RESERVES POLLUTION CONTROL OPERATIONS POLL CONTROL, RESERVES NATER OPERATIONS NATER,RESERVES REFUSE COLLECTION OPERATIONS LANDFILL OPERATIONS LANDFILL RESERVES AIRPORT OPERATIONS AIRPORT RESERVES TRANSIT OPERATIONS TRANSIT RESERVES TRUST i AGENCY JCCOG RENTAL REHAB. ROAD USE TAX FEDERAL REVENUE SHARING CDSG, METRO ENTITLEMENT UDAG REPAYMENT FUND GRAND TOTAL 1,971,565 10,190,106 3,792,987 2,846,977 16,810,066 15,327,789 1,384,095 16,711,884 2,049,747 8,709 2,900,091 25,000 655,800 1,580,891 7,561,200 0 1,561,200 28,000 154,176 0 1,952,987 6,000 1,958,987 1,011,450 897,100 1,928,750 184,411 1,220,918 0 0 682,100 682,100 618,700 0 618,700 1,284,518 689,825 0 5,668,461 0 5,668,461 1,114,701 4,674,200 6,008,901 149,181 8,920,600 0 0 1,672,700 1,672,700 1,022,700 0 1,022,700 9,570,600 121,168 0 2,162,201 0 2,162,201 1,971,241 102,700 2,275,941 409,610 610,846 0 0 116,000 116,000 0 0 0 766,846 47,825 0 714,695 0 714,695 698,887 0 69B,887 61,611 590,116 0 960,582 0 960,582 1,028,412 150,000 1,178,412 172,286 112,989 0 18,169 170,500 188,669 0 0 0 501,658 -4,507 0 91,291 81,819 175,112 117,605 11,000 170,605 0 115,177 0 9,621 0 9,621 0 125,000 125,000 0 22,471 0 918,224 1,009,016 2,007,240 1,919,111 75,000 1,994,111 15,400 212,579 0 257,874 75,000 112,874 455,511 0 455,511 109,922 19,026 700,982 101,205 0 804,167 88,170 715,041 801,211 40,000 18,988 0 75,292 91,191 166,485 170,044 0 170,044 15,429 0 0 91,000 0 91,000 91,000 0 91,000 0 112,991 0 1,855,628 0 1,855,628 0 1,859,274 1,859,274 129,145 0 0 0 0 0 0 0 0 0 0 0 660,000 0 660,000 570,000 90,000 660,000 0 111,861 0 152,622 0 152,622 0 122,125 122,125 164,158 15,541,161 11,791,179 19,711,841 9,509,105 41,012,125 12,010,761 10,427,917 42,458,700 16,094,968 ........................................ .......... .................... .................... 28 k4p m WHERE THE MONEY COMES FROM - SUMMARY OF RECEIPTS AND EXPENDITURES ALL FUNDS 41.1%0 Property Tax 47.5%U Fines a Fees 7.7%® State Fund Ing 3.7%■ Federal Funding 29 WHERE THE MONEY GOES - 47.9% IN General Fund 11.1%® Debt Service 38.1%10 Enterprise Fund 0.8%0 Trust a Agency 2.1%❑ Special Revenue B 0 N g D S7 I S 6 S U 5 E D 4 I N 3 GENERAL OBLIGATION BOND ISSUES Y M 75 7b 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 FISCAL YEARS 30 a 1z 10 8 6 i 4 2 0 -2 -4 to COMPARISON OF CHANGE IN PROPERTY TAXES FO AN AVERAGE RESIDENCE „ 7 84 85 86 87 88 89 90 91 FISCAL YEAR 31 6 P TRANSFER TO BUDGETED FUNDS GENERAL FUND: Economic Development Non -Operational Administration Police Administration Police Patrol Police Criminal Investigation Fire Department Traffic Engineering Streets Cemetery Library Library Equip. Replacement Reserve Public Access Equip. Replacement Recreation Facilities Reserve Parkland Acquisition Reserve DEBT SERVICE PARKING OPERATIONS PARKING RESERVE POLLUTION CONTROL RESERVE WATER RESERVES SUMMARY OF TRANSFERS BETWEEN FUNDS RECEIPTS - TRANSFERS IN* TOAucrru rnnm UDAG Repayment Cable TV Parking Operations CDBG Trust & Agency Trust & Agency Trust & Agency Trust & Agency Road Use Tax Road Use Tax Perpetual Care Trust Cable TV Support Library Cable TV Support General Fund -Recreation General Fund -Parks Airport Operations Pollution Control Funds Water Operations Special Assessments General Fund, Senior Center Parking Systems Operations Pollution Control Operations Water Operations 32 AMOUNT -- 81,474 5,463 215,000 90,000 17,485 244,832 33,085 410,137 590,884 1,100,290 5,000 16,587 3,500 3,540 11,700 18,000 33,000 366,300 166,700 89,800 2,846,977 655,800 6,000 682,300 3,672,700 136,000 f O v' TRANSFER TO Lam/ LANDFILL RESERVES AIRPORT OPERATIONS TRANSIT OPERATIONS TRANSIT RESERVES JCCOG UNBUDGETED FUNDS FIRE PENSION RETIREMENT SYSTEM PERPETUAL CARE TRUST LIBRARY FOUNDATION TRUST CAPITAL PROJECTS TRANSFER FROM Landfill Operations Animal Control General Fund Non -Operations Admin. General Fund Non -Operational Admin. Transit Levy from General Fund Transit Operations General Fund Administration TOTAL BUDGETED FUNDS Trust & Agency Fund General Fund -Cemetery General Fund -Library General Fund -Parks Pollution Control Operations Airport Reserve Road Use Tax UDAG Repayment TOTAL UNBUDGETED FUNDS GRAND TOTAL AMOUNT 150,000 20,500 170,500 83,819 478,087 610,929 1,089,016 75,000 91,193 9,509,305 9,504 3,777 11,000 20,000 1,000,000 125,000 168,100 40,851 1,353,951 1,378,232 10,887,537 *Description of transfers appear on the following chart: Disbursements -Transfers Out. 33 a W M TRANSFER FROM BUDGETED FUNDS GENERAL FUND: Non -Operational Admin. Broadband Telecom- munications Animal Control Cemetery Recreation Parks Library Senior Center PARKING SYSTEMS: Operations POLLUTION CONTROL: Operations WATER: Operations SUMMARY OF TRANSFERS BETWEEN FUNDS DISBURSEMENTS - TRANSFERS OUT TRANSFER TO JCCOG Transit Operations Transit Operations Airport Operations Non -Operational Admin. General Fund, Library Public Access Equip. Repl. Landfill Reserve Perpetual Care Trust Recreation Facilities Res. Parkland Acquisition Trust Capital Projects Equip. Replacement Reserve Library Foundation Parking Operations General Fund Admin. General Fund Admin. Renewal & Improvement Res Bond & Interest Sinking Debt Service Capital Projects Bond & Interest Sinking Res Depreciation, Extension & Improvement Reserve Debt Service 34 DESCRIPTION Iowa City's Portion Operating Subsidy Transit Levy Operating Subsidy Repay Start -Up Costs Cable TV Support Reserve for Future Repl. Repay Loan for New Facility Repay Loan for Capital Outlay Repay Loan for Capital Outlay Repay Loan for Capital Outlay Mercer Park Softball Fields Reserve for Future Repl. Repay Loan for Comp. Upgrade Reserve Pkg. for Sr. Ctr. Return Parking Fines Loan Repayment, Parking Lot As Per Bond Resolution As Per Bond Resolution Abated G.O. Bonds New Plant As Per Bond Resolution For Future Improvements Abated G.O. Bonds AMOUNT 91,193 478,087 610,929 83,819 5,463 16,587 3,540 18,000 20,000 3,500 11,000 185,000 30,000 60,000 622,300 1,500 1,000,000 3,672,700 136,000 166,700 1,264,028 25,590 20,500 3,777 11,700 38,000 14,500 6,000 897,300 4,674,200 302,709 - 1 I TRANSFER FROM LANDFILL: Operations AIRPORT: Operations Reserves TRANSIT: Operations TRUST & AGENCY ROAD USE TAX COBB METRO ENTITLEMENT UDAG REPAYMENT FUND UNBUDGETED FUNDS PERPETUAL CARE TRUST POLL. CONT. DEFEASED BOND TRUST SPECIAL ASSESSEMENTS TRANSFER TO Landfill Reserve Debt Service Capital Projects Transit Reserve Police Administration Police Patrol Police Criminal Invest. Fire Department Fire Pension & Retire. Sys General Fund, Streets General Fund, Traffic Engr Capital Projects Gen. Fund Non-Oper. Admin Gen. Fund Economic Dev. Capital Projects General Fund, Cemetery DESCRIPTION Future Replacement Abated G.O. Bonds Airport Master Plan Bus Replacement Pension & Retirement Pension & Retirement Pension & Retirement Pension & Retirement Pension & Retirement Operations Operations Local Road Extra Width Paving Hwy 6/Keokuk Intersection Aid to Agencies Operations N. Hwy. 1 Widening TOTAL BUDGETED FUNDS Maintenance of Lots Debt Service Abated G.O. Bonds Debt Service Abated G.O. Bonds TOTAL UNBUDGETED FUNDS GRAND TOTAL 35 AMOUNT S_ 150,000 33,000 125,000 81,474 40,851 122,325 10,427,937 5,000 364,800 89,800 459,600 10,887,537 75,000 17,485 244,832 33,085 410,137 9,504 715,043 1,100,290 590,884 50,000 4,600 113,500 1,859,274 90,000 81,474 40,851 122,325 10,427,937 5,000 364,800 89,800 459,600 10,887,537 u M AUTHORIZED PERSONNEL LISTING FULL-TIME EQUIVALENTS 00 - FULL - FY88 ------- PART ------- FULL FY89 PART ------- TIME TIME TOTAL TIME TIME TOTAL CITY COUNCIL 7.00 .00 7.00 7.00 .00 7.00 CITY CLERK 3.00 .25 3.25 3.00 .25 3.25 CITY ATTORNEY 4.00 .00 4.00 4.00 .00 4.00 ECONOMIC DEVELOPMENT 1.00 .00 1.00 1.00 CITY MANAGER 3.00 .00 3.00 3.00 .00 .00 1.00 3.00 HUMAN RELATIONS 3.00 .00 3.00 3.00 .00 3.00 BROADBAND TELECOMMUNICATIONS 1.00 1.75 .75 1.00 .75 1.75 FINANCE 31.10 1.62 32.72 29.60 1.62 31.22 GOVERNMENT BUILDINGS 2.00 .00 2.00 2.00 .00 2.00 CIVIL RIGHTS 1.00 .00 1.00 1.00 .00 1.00 NON -OPERATIONAL ADMINISTRATIO .00 PLANNING & PROGRAM DEVELOPMEN 6.25 .00 .00 .00 .00 .00 .00 6.25 6.00 .00 6.00 ENGINEERING 10.00 .00 10.00 7.50 .00 7.50 PUBLIC WORKS ADMINISTRATION 2.00 .00 2.00 2.00 C.B.D. MAINTENANCE .00 2.00 2.00 .00 2.00 2.00 .00 2.00 ENERGY CONSERVATION .00 .50 .50 .00 .50 POLICE .50 63.00 .50 63.50 63.00 .50 63.50 FIRE DEPARTMENT 51.00 .00 51.00 51.00 .00 51.00 ANIMAL CONTROL 4.00 .00 4.00 4.00 .00 4.00 HOUSING & INSPECTION SERVICES 11.00 .00 11.00 11.00 FIRE VEHICLE REPLACEMENT .00 11.00 .00 .00 .00 .00 .00 TRAFFIC ENGINEERING 8.00 .00 .00 8.00 7.00 .00 7.00 STREET SYSTEM MAINTENANCE 18.50 .00 18.50 18.50 .00 18.50 FORESTRY/HORTICULTURE 2.00 CEMETERY .00 2.00 2.00 .00 2.00 3.00 .00 3.00 3.00 .00 3.00 J't� 36 RECREATION LIBRARY SENIOR CENTER ** TOTAL GENERAL FUND PARKING OPERATIONS POLLUTION CONTROL OPERATIONS WATER OPERATIONS REFUSE COLLECTION OPERATIONS LANDFILL OPERATIONS AIRPORT OPERATIONS TRANSIT OPERATIONS ** TOTAL ENTERPRISE FUNDS JCCOG EQUIPMENT MAINTENANCE CENTRAL SUPPLY & PRINT ASSISTED HOUSING RENTAL REHAB. CDBG, METRO ENTITLEMENT UDAG REPAYMENT FUND ** TOTAL OTHER FUNDS a AUTHORIZED PERSONNEL LISTING FULL-TIME EQUIVALENTS FULL PART ------- ------- FY89----_-- TIME TIME TOTAL TIME TIME ---- ---- _ TOTAL 22.00 .00 22.00 20.00 6.75 26.75 4.00 .50 4.50 282.85 10.87 293.72 17.00 8.50 25.50 17.00 .00 17.00 22.00 .00 22.00 10.75 .00 10.75 6.75 .00 6.75 1.00 .00 1.00 23.00 15.50 38.50 97.50 24.00 121.50 3.80 .00 3.80 17.00 .00 17.00 .90 .00 .90 7.00 .00 7.00 .00 .00 .00 3.95 .60 4.55 .00 .00 .00 32.65 .60 33.25 413.00 35.47 448.47 37 23.00 .00 23.00 20.00 6.75 26.75 4.00 .50 4.50 278.60 10.87 289.47 16.50 8.50 25.00 17.00 .00 17.00 22.00 .00 22.00 10.75 .00 10.75 7.75 .00 7.75 1.00 .00 1.00 23.00 15.50 38.50 98.00 24.00 122.00 3.80 .00 3.80 17.00 .00 17.00 .90 .00 .90 7.00 .00 7.00 .00 .00 .00 3.95 .60 4.55 .00 .00 .00 32.65 .60 33.25 409.25 35.47 444.72 Y O WHERE THE MONEY COMES FROM - 72.9% B Property Tax 21.0% R Fines a Fees 4.0% N state Funding 0.5% ■ Interest Income S1114NI1kY 01' RECEIPTS AND CX PCN 01IURI.S 00 61 -NI -RAI_ f UND WHERE THE MONEY GOES- 30 1min. 4.3% 0 Risk ligmt. 19.5% U Police 3.4% 0 Support Sere. 14.6% 0 Fire 2.7% ®Ilsg. Insp . 14.5% P Public Wks. 0.9% ❑ Library 1.9110 Sr. Ctr. 13.4% P2 Parks/Rec 1.7%■PPD r,'`'• 0 BEGINNING BALANCE TOTAL BALANCE FINANCIAL PLAN SUMMARY ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION 1,525,926 2,746,807 __1,971_607 __1_525_926 _ ___ ___ 2_]46_807 ___ ___ 19]1603 ----------- -_2_049_785 2_049,785 --2,124_996 2124996 8,384 ,540 379,159 8,]87,2]2 513,520 9,176,961 610,929 __________ 9,479,798 626,244 ----------- 10,031,291 657,678 70,447 17,027 28,416 17,800 28,416 17,800 28,416 17,800 28,416 17,800 0 91,027 400,000 87,707 400,000 94,415 400,000 94,415 400,000 94,415 160,480 82,158 156,889 82,786 160,877 83,275 159,517 87,275 160,877 87,275 2B,217 95,173 71,165 117,228 41,670 108,800 41,670 108,800 41,670 108,800 188,896 9,954 162,000 9,802 162,000 10,186 162,000 10,186 162,000 10,186 377,288 27,115 376,792 22,991 187,661 26,819 489,607 26,819 491,521 26,819 791,097 70,965 418,371 31,237 477,288 41,570 459,15] 41,570 482,110 41,570 19,810 68,3'15 18,000 82,456 21,]00 64,977 21,300 64,977 21,700 64,977 170,727 601,702 177,236 621,082 187,865 662,478 190,744 671,464 197,885 697,461 25,BOe 27,444 26,267 29,115 29,989 TOTAL RECEIPTS PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY CNINONGECY TOTAL EXPENDITURES ENDING BALANCE 2 6,511 15,162 5;Oaa 5,300 26,414 17,936 22,050 22,697 205,1809 268,500 12 0 215,000 215,000 77, ------ 210 7,040 76,740 76,740 77,741 34,686 75,771 75,769 ---------------------------------------'"'----" -15,082_027 16,416,547 16,870,066 17,741,638 1B,747,008 -9,417,088 -10,110,778 -10,584,267 -10,990,800 -111468,562 -440,073 -619,186 -587,704 -596,152 62],015 -2,775,592 -7,515,291 -3,795,767 -7,587,481 -3,761,452 -672,595 -1,287,614 -652,455 -500,350 -905,702 1,039,875 -1,198,878 -1,784,095 -1,472,444 -1,589,787 0 -100,000 112,000 -115,000 -119,000 -11,261,142 -16,87 1,747 -16,711,884 -17,266,427 -16,467,118 ______________________ ___________ ______________________ ��2,346 807 1,971,607 2,049,785 2,124,996 2,000,886 ........... ........... ........... ........... 2 39 u a GENERAL FUND RESERVES SUMMARY OF YEAR-END BALANCES FY87 FY88 ACTUAL ESTIMATE Broadband Telecommunications: Operations (5,120) Equipment Replacement 13,822 Library: 12,977 Public Access Equipment Replacement 13,822 AV Equipment Replacement 5,977 Recreation Facilities Reserve 84,163 Parkland Acquisition Reserve 383,651 Risk Management 282,242 Escrows & Deposits 34,000 Fire Vehicle Replacement Fund - TOTAL 812,557 40 2,458 13,822 FY89 PRO POSED_ 6,358 21,322 FY90 PROPOSED 17,905 21,322 17,362 20,902 FY91 24,442 PROPOSED 12,977 T- 37,251 25,663 21,322 49,063 17,362 20,902 24,442 24,442 9,477 12,977 16,477 19,977 25,663 37,363 49,063 60,763 308,511 348,951 389,840 431,187 34,000 34,000 34,000 34,000 20,000 72,556 156,363 63,319 431,293 554,429 709,412 692,261 Jr rw Y A 06-30-87 BALANCE RECEIPTS: Franchise Fee Transfer -In Miscellaneous EXPENDITURES: Operations Transfer -Out 06-30-88 BALANCE RECEIPTS: Franchise Fee Transfer -In Miscellaneous EXPENDITURES: Operations Transfer -Out 06-30-89 BALANCE RECEIPTS: Franchise Fee Transfer -In Miscellaneous EXPENDITURES: Operations Transfer -Out 06-30-90 BALANCE RECEIPTS: Franchise Fee Transfer -In Miscellaneous EXPENDITURES: Operations Transfer -Out 06-30-91 BALANCE GENERAL FUND RESERVES BROADBAND TELECOMMUNICATIONS LIBRARY BBT OPERATIONS ----------- 5,120) 96,298 100 (71,344) 17,476) 2,458 109,640 - 78 (80,228) 25,590) 6,358 114,480 - 78 (76,778) 26,233) 17,905 121,349 - 78 (78,719) 23,362) 37,251 41 BBT LIBRARY PUBLIC ACCESS IPMENT EQUIPMENT EQUIPMENT ACEMENT REPLACEMENT REPLACEMENT S------------ I --------------------g------ 13,822 13,822 7,500 21,322 21,322 21,322 5,977 3,500 9,477 3,500 12,977 3,500 16,477 3,500 19,977 13,822 3,540 17,362 3,540 20,902 3,540 24,442 24,442 06-30-87 BALANCE RECEIPTS: Hotel -Motel Tax EXPENDITURES: Transfer -Out 06-30-88 BALANCE RECEIPTS: Hotel -Motel Tax Transfer -in EXPENDITURES: 06-30-89 BALANCE RECEIPTS: Hotel -Motel Tax Transfer -In EXPENDITURES: 06-30-90 BALANCE RECEIPTS: Hotel -Motel Tax Transfer -In EXPENDITURES: 06-30-91 BALANCE M GENERAL FUND RESERVES RECREATION FACILITIES PARKLAND ACQUISITION 42 RECREATION FACILITIES 84,163 58,500) 25,663 11,700 37,363 11,700 11,700 60,763 PARKLAND ACQUISITION 383,651 14,860 90,000) 308,511 22,440 18,000 348,951 22,889 18,000 389,840 23,347 18,000 0' FIRE VEHICLE REPLACEMENT FUND 06-30-87 BALANCE RECEIPTS: Federal Revenue Sharing Sale of Old Truck EXPENDITURES: Ladder Truck 06-30-88 BALANCE RECEIPTS: Transfer -In Depreciation Payment EXPENDITURES: Auto Van 06-30-89 BALANCE RECEIPTS: Transfer -In Depreciation Payment EXPENDITURES: 06-30-90 BALANCE RECEIPTS: Transfer -In Depreciation Payment EXPENDITURES: Pumper Truck 06-30-91 BALANCE 43 S 451,517 20,000 (451,517) 20,000 70,000 8,456 (10,800) 15,100) 72,556 75,000 8,807 ioo,aoo 80,000 9,656 182,700) 63,319 V GENERAL FUND RESERVES RISK MANAGEMENT $ 06-30-87 BALANCE 282,242 RECEIPTS: Property Tax 743,438 EXPENDITURES: Insurance Premiums (528,300) Payment to Loss Reserve 497,380) 06-30-88 BALANCE RECEIPTS: Property Tax 660,258 EXPENDITURES: Insurance Premiums (400,642) Payment to Loss Reserve 259,616) 06-30-89 BALANCE RECEIPTS: Property Tax 726,284 EXPENDITURES: Insurance Premiums (460,015) Payment to Loss Reserve 266,269) 06-30-90 BALANCE -- RECEIPTS: Property Tax 798,912 EXPENDITURES: Insurance Premiums (528,259) Payment to Loss Reserve 270,653) 06-30-91 BALANCE P ANALYSIS: In FY88 the City's insurance coverage changed from a policy with no deductibles and liability limits of $1,000,000 to a policy with a $50,000 deductible (an annual aggregate deductible of $475,000) and a liability limit of $2,000,000. A loss reserve fund has been set up for damages and claims paid under the deductible. 44 45 a GENERAL FUND RECEIPTS SUMMARY RECEIPT TYPE ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION PROPERTY TAX 8,384,540 TRANSIT LEVY 379,159 MONIES & CREDITS 8,383,232 513,520 9,136,961 610,929 9,479,398 626,244 10,031,291 657,638 30,447 MILITARY CREDIT 13,027 PERSONAL PROPERTY REPLACEMENT 28,416 13,800 28,416 13,800 28,416 13,800 28,416 13,800 0 LICENSES & PERMITS 7,771 FOOD & LIQUOR LICEN & PERMITS 400,000 5,493 400,000 8,520 400,000 8,520 400,000 8,520 83,256 BUILDING PERMITS & INSPECTIONS 160,480 HOUSING PERMITS & INSPECTIONS 81,814 156,889 85,895 160,873 85,895 159,513 85,895 160,873 82,158 BURIAL PERMITS 28,217 MAGISTRATES COURT 82,786 31,165 83,275 41,670 83,275 41,670 83,275 41,670 95,133 PARKING FINES 188,896 RECREATION FEES 117,228 162,000 108,800 162,000 108,800 162,000 108,800 162,000 337,288 POLICE SERVICES 27,115 UNIVERSITY FIRE 420,292 22,991 487,661 26,819 489,607 26,819 491,521 26,819 CONTRACT 391,097 ANIMAL IMPOUNDING & BOARDING 30,965 BUILDING & DEVELOPMENT 418,371 31,233 437,288 41,530 459,153 41,530 482,110 41,530 FEES 19,810 LIBRARY SERVICES 68,815 JOHNSON COUNTY CONTRACTS 18 000 82,456 21 300 64,977 21 300 64,977 21 300 64,977 170,327 ADMIN EXPENSE CHARGEBACK 601,302 PROCESSING CHARGES 177,236 621,082 183,865 662,478 190,744 671,464 197,885 697,461 22,806 MISCWORDELLANEOUS MISCELLANEOUS 5,709 27,444 155 28,267 127 29,115 127 29,989 127 LIQUOR PROFITS 299,550 BANK FRANCHISE TAX 56,036 MUNICIPAL ASSISTANCE 277,794 56,000 277,794 56,000 277,794 56,000 277,794 56,000 347,428 MOTEL TAX 219,714 INTEREST INCOME 333,353 210,540 333,353 224,400 333,353 228,888 333,353 233,465 65,676 COMMISSIONS AND CONCESSIONS 5,795 CABLE TV REVENUE 100,000 5,106 70,534 5,752 70,534 5,752 70,534 5,752 85,167 FIRE EQUIPMENT REPLACEMENT 96,298 109,640 114,480 121,349 0 MISCELLANEOUS REVENUE 77,900 FEDERAL REVENUE 20,000 39,382 70,000 40,165 75,000 40,203 80,000 40,243 SHARING 193,350 455,024 0 0 0 ROAD USE TAX 1,690,110 CDBG TRANSFERS 2,010,090 1,691,174 1,763,131 2,077,272 0 PROPERTY TAX TRANSFER 637,655 UDAG FUNDS 68,398 675,817 90,000 705,539 90,000 733,759 90,000 763,111 0 PERPETUAL CARE 6,511 0 15,162 81,474 5,000 80,744 5,200 81,276 5,400 CABLE TV CHARGEBACK 261414 TRANSFER FROM ENTERPRISE FUND 205,189 TRANSFER FROM 13,936 212,000 22,050 215,000 22,693 215,000 23,362 215,000 RESERVES 0 25,000 0 0 0 MISCELLANEOUS TRANSFER 37,210 7,040 36,740 36,740 33,200 GRAND TOTAL 15,082,023 16,416,543 16,830,066 17,341,638 18,343,008 45 a GENERAL FUND r'L L EXPENDITURES SUMMARY FY87 FY88 FY89 FY90 FY91 ACTIVITY ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION CITY COUNCIL 291,655 122,561 61,702 62,477 63,538 CITY CLERK 106,304 132,392 125,297 143,246 133,192 CITY ATTORNEY 193,783 213,976 224,195 230,916 240,282 ECONOMIC DEVELOPMENT CITY MANAGER 0 188,125 75,475 187,398 81,474 202,008 80,744 202,465 81,276 217,656 HUMAN RELATIONS 95,861 150,924 147,229 152,915 159,479 BROADBAND TELECOMMUNICATIONS 101,452 88,820 105,979 103,185 102,272 FINANCE ADMINISTRATION 173,254 178,775 190,453 198,380 207,046 ACCOUNTING & REPORTING 257,017 271,707 277,377 288,792 3011626 CENTRAL PROCUREMENT & SERVICES 198,256 194,857 195,687 204,463 211,995 TREASURY 290,804 308,957 305,731 319,628 332,895 WORD PROCESSING 125,487 133,867 134,667 140,873 145,007 DATA PROCESSING 97,007 117,696 108,701 124,095 117,100 ESCROW INVESTMENTS 1,068 0 0 0 0 RISK MANAGEMENT 586,245 1,025,680 660,258 726,284 798,912 GOVERNMENT BUILDINGS 183,759 172,684 175,267 182,570 192,126 CIVIL RIGHTS 35,864 36,664 40,839 41,507 44,348 NON -OPERATIONAL ADMINISTRATION 849,830 1,373,253 1,695,306 1,810,627 1,949,941 BBT EQUIPMENT REPLACE. RES. 13,765 0 0 0 0 P.P.D. ADMINISTRATION 89,831 107,858 108,452 121,498 126,705 URBAN PLANNING & DEVELOPMENT 165,111 141,533 148,199 152,748 159,402 ENGINEERING 225,604 387,495 315,300 310,709 324,208 PUBLIC WORKS ADMINISTRATION 82,847 90,305 93,609 97,488 101,693 C.B.D. MAINTENANCE 59,113 81,814 88,249 85,117 89,554 ENERGY CONSERVATION 16,376 17,754 18,903 19,674 20,501 POLICE ADMINISTRATION 157,043 167,710 185,377 179,063 186,609 POLICE PATROL 1,757,359 1,939,080 2,014,519 2,098,452 2,191,394 POLICE CRIMINAL INVESTIGATION 254,155 249,521 267,448 276,358 288,503 POLICE RECORDS & IDENT. 269,285 292,150 360,358 337,006 350,122 SCHOOL CROSSING GUARDS 28,583 30,050 35,976 34,618 36,003 FIRE DEPARTMENT 2,034,732 2,532,858 2,253,182 2,334,866 2,429,884 ANIMAL CONTROL 132,375 144,384 158,168 163,752 169,869 H.I.S. ADMINISTRATION 78,701 90,757 89,514 93,246 97,354 BUILDING INSPECTION 170,249 183,754 190,121 200,541 208,402 HOUSING INSPECTION SERVICES 116,295 123,418 130,742 135,977 142,211 PUBLIC SAFETY WELLNESS 81452 0 0 0 0 FIRE VEHICLE REPLACEMENT 0 0 25,900 0 182,700 TRAFFIC ENGINEERING 634,759 627,093 617,800 643,825 672,707 STREET SYSTEM MAINTENANCE 1,178,957 1,398,242 1,184,292 1,230,686 1,516,568 FORESTRY/HORTICULTURE 129,438 124,467 124,295 129,117 134,749 CEMETERY 126,200 141,723 143,729 155,265 156,089 RECREATION 737,771 909,294 1,111,039 1,127,824 1,170,783 PARKS 446,690 483,556 543,215 546,405 564,309 LIBRARY 1,258,168 1,311,396 1,3741253 1,424,090 1,483,434 PARKS & RECREATION ADMIN 88,188 88,962 97,270 101,241 105,570 SENIOR CENTER 220,872 232,387 299,804 253,694 259,104 RECREATION FACILITIES RESERVE 1,766 58,500 0 0 0 LIBRARY A. V. EQUIP. REPLACE. 2,600 0 0 0 0 PARK LAND ACQUISITION RES 86 90,000 0 0 0 ^_ �\ GRAND TOTAL 14,261,142 16,831,747 16=711,884 17,266,427 18,467,118 46 TOTAL tr ADMINISTRATIVE RECEIPTS SUMMARY 4 FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION 1,062,306 1,656,797 1,383,642 1,633,072 1,854,184 379,159 513,520 610,929 626,244 657,638 30,447 13,027 28,416 13,800 28,416 13,800 28,416 13,800 28,416 13,800 0 86,718 400,000 82,418 400,000 88,670 400,000 88,670 ' 488,670 95,133 117,228 108,800 108,800 108,800 188,896 162,000 162,000 162,000 162,000 631 549,551 1,000 564,726 884 600,375 884 610,509 884 634,068 22,806 299,550 27,444 277,794 28,267 277,794 29,115 277,794 29 989 277,794 56,036 56,000 56,000 56,000 56,000 3471428 333,353 333,353 333,353 333,353 54,929 52,635 56,100 57,222 58,366 65,564 100,000 70,534 70,534 70,534 85,167 96,298 109,640 114,480 121,349 193,350 10,000 0 0 0 0 68,398 90,000 90,000 90,000 0 0 81,474 80,744 81,276 12,963 0 5,463 5,463 5,463 205,189 212,000 215,000 215,000 215,000 40,686 ---------- 11,859 ---------- 11,029 ---------- 11,067 ---------- 11,107 ---------- 3,789,536 4,785,686 4,732,170 5,013,167 5,298,691 47 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 48 CITY COUNCIL Q{J C4 RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 36,088 36,088 36,088 36,088 36,088 36,088 COMMODITIES 341 500 400 400 413 429 SERVICES AND CHARGES CAPITAL 255,226 78,473 80,214 25,214 25,976 27,021 OUTLAY 0 --------0 -----500 7 ,500 0 -------- 0 --------- 0 0 TOTAL 291,655 __122,561 - __116,702 61,702 __ --------- __-62,477 --------- 63,538 __- NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 48 CITY COUNCIL PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ CITY COUNCIL 6.00 6.00 30,077 NONE MAYOR 1.00 1.00 6,011 TOTAL TOTAL 7.00 7.00 36,088 NONE d TRANSFER TO: TOTAL 49 m 9 NE CITY CLERK PROGRAM DIVISION STATEMENT PURPOSE: As the Council -appointed recording and record-keeping officer of the City, the Clerk exercises the powers and performs the duties provided or prescribed by State law, the City Charter and the Municipal Code. This includes preparation, maintenance and dissemination of records of Council meetings and resulting proceed- ings; filing and safe -keeping of deeds, abstracts, contracts, resolutions and ordinances, project folders, subdivision folders; providing technical assistance for Council, staff and the public by responding to requests for retrieval of information or interpretation of established City policies and procedures; providing of required services for City elections; and receiving routing and finalizing of all submissions to P&Z Commission. The City Clerk is custodian of the City Seal, certifies or notaries documents and testifies in court if necessary. OBJECTIVES: I. Continue to provide basic services at the current level, in compliance with legal requirements. 2. Continue training in procedures and improvement of delivery of services. 3. Continue reducing retention space and storage problems by microfilming. 4. Continue computerization of reference index, licenses and permits; and explore conversion of cemetery lot information . 5. Continue to utilize the automatic retrieval system. 6. Continue to improve records management operations. 50 PERFORMANCE MEASUREMENTS: 1. Regular Council meetings attended, minutes provided Special formal meetings attended, minutes provided Informal Council meetings attended, minutes provided Executive sessions attended, regular minutes provided Legal notices posted Official Council minutes published Ordinances finalized and published Resolutions finalized Notices published Cigarette licenses issued Liquor, Beer & Wine licenses processed - reg./Sunday Cemetery deeds recorded and issued Sound permits Planning & Zoning applications accepted Planning & Zoning applications finalized Supplements issued/number of pages for servicing 350 City Codes Candidate nomination papers checked for Council election Taxicab licenses issued or exchanged Taxicab Driver permits issued Applications for Boards & Commissions processed Microfilming - number of images processed No. of computer subjects indexed CALENDAR YEARS Thru Sept. 1983 1984 1985 1986 1987 25 27 24 24 17 30 4 11 10 4 72 44 49 41 21 29 23 20 23 14 519 443 418 231 178 55 29 31 29 17 68 61 54 30 37 423 332 360 346 249 349 323 157 149 84 143 156 153 152 138 120/86 133/85 147/110 130/103 118 26 13 14 30 19 10 1 x 2 5 55 53 28 35 32 24 19 12 8 15 5/279 4/532 4/606 3/210 2/125 11 x 6 x 7 21 17 16 20 17 99 92 50 32 19 144 124 84 50 64 19,487 7,810 130,147** 41,331 15,620 8,983 8,898 9,349 6,897 5,671 **Figure reflects all documents previously housed in retention room storage. 51 'a CITY CLERK RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY67 ACTUAL FY88 ESTIMATE - FY89 REQUEST BUDGET -- POSAL PROPT PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 83,532 721 91,452 1 216 98,058 98,058 102,225 106,722 SERVICES AND CHARGES CAPITAL OUTLAY 19,950 2,101 39;554 yj'628 1,021 23,628 1,052 39,969 1 094 ------ 170 3'590 2 590 25,376 TOTAL 106,304 --------- --------- 132,392 --------- ----- --- 125-- , 297 125 297 _________ 143,246 ----- 133,192 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 52 CITY CLERK PROPOSAL FOR FY89 PERSONAL SERVICES: NONE P TRANSFER TO: TOTAL aIs] L CAPITAL OUTLAY: 2 WORKSTATIONS 2,090 1 LATERAL FILE 500 TOTAL 2_590 FY88TEFY89 $ ADMINISTRATIVE CLERK/TYPIST 1.00 1.00 19,527 DEPUTY CITY CLERK 1.00 1.00 24,538 CITY CLERK 1.00 1.00 31,307 SR. CLERK/TYPIST MINUTETAKER (PT) .25 .25 5,039 BENEFITS 17,647 TOTAL 3.25 3.25 98,058 NONE P TRANSFER TO: TOTAL aIs] L CAPITAL OUTLAY: 2 WORKSTATIONS 2,090 1 LATERAL FILE 500 TOTAL 2_590 LEGAL DEPARTMENT PROGRAM DIVISION STATEMENT DIVISION PURPOSE: The Legal Department (a) represents the City in litigation in all courts and before administrative agencies; (b) provides legal advice, opinions and services to the City Council, Manager, Clerk, Department Heads, Staff and City Commissions; (c) prepares ordinances and legal documents for the City. The City Attorney has responsibility for the administration of the Legal Department. OBJECTIVES: 1. Continue to provide prompt, objective, quality legal services to City Council, Manager, Clerk, staff, Boards and Commissions. 2. Keep abreast of rapidly developing and changing areas of municipal law, such as tort liability. 3. Represent the City objectively and effectively in litigation. 4. Maintain communications with Department and Division heads in order to render preventive legal advice before problems occur. NEW OBJECTIVES: 1. Assist in implementing the City's new self-insurance program. 2. Implement computer technology in the office: a) to develop a tort claim and litigation recordkeeping system to further document the cost of such services to the City; b) to improve the document generation and word processing capabilities of the office; c) to improve, increase the frequency of, and reduce preparation time for Legal Department reporting (Activity Report, annual tort claim and litigation report); d) to develop an index (database) for Legal Department generated legal opinions and lawsuit briefs. PERFORMANCE MEASUREMENTS: The work of the Legal Department is either proactive (advising, counseling, and assisting the City Council, City Manager, Department Heads, Boards and Commissions) or reactive (responding to actions of third parties, defending the City's actions). The true measure of the performance of the Legal Department is thus threefold: First of all, the degree to which it assists in the quick and troublefree effectuation of City programs and policies by anticipat- ing, and counseling ways to avoid legal problems; secondly, the efficacy of the Department before courts and administrative agencies in explaining, advancing, or defending City policies and programs; and finally, V the timely performance of quality legal work (advice, opinions, review or preparation of documents). K 54 CITY ATTORNEY NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 55 P RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 174,078 180,713 185,058 185,058 192,870 201,277 COMMODITIES 71410 91289 9,137 9,137 9,411 9,787 SERVICES AND CHARGES 10,719 22,964 41,400 27,900 28,335 28,918 CAPITAL OUTLAY 1,576 --------- ----1 010 1,010 11,100 --------- 2,100 --------- 300 ------300 300 ------300 TOTAL 193,783 213,976 246,695 224,195 230,916 240,282 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 55 P FT CITY ATTORNEY PROPOSAL FOR FY89 NONE TRANSFER TO: TOTAL 56 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ ADMIN. SEC. ASST. CITY - LEGAL ATTORNEY I 1.00 1.00 1.00 1.00 23,628 30,416 REMODEL RECEPTION AREA MICROCASSETTE 1,800 ASST. CITY CITY ATTORNEY ATTORNEY II 1.00 1.00 42,893 RECORDER MICROCASSETTE TRANSCRIBER 200 TEMPORARIES 1.00 1.00 56,670 ______ _ BENEFITS ----- ----- 2 1453 TOTAL 2,100 --------- TOTAL 4.00 4.00 --------- 185,060 NONE TRANSFER TO: TOTAL 56 ECONOMIC DEVELOPMENT PROGRAM DIVISION STATEMENT PURPOSE: Promote the economic prosperity and welfare of Iowa City. Expand the non-residential tax base in Iowa City by encouraging business expansions and seeking new industries and other major employers compatible with the community's labor force. OBJECTIVES: I. Develop plans and policies for specific economic development issues. 2. Assist the Iowa City Area Development Group, Inc. in promoting Iowa City as a site for business locations and expansions. 3. Promote a cooperative relationship with the University of Iowa to support projects of mutual benefit affecting the economic climate of the community. 4. Respond to requests for information regarding community socio-economic data and services/facilities for economic development. 5. Monitor performance of contracts/agreements for economic development incentive programs. 6. Maintain a current data base to reflect changes in community economic trends and conditions. 7. Complete disposition of urban renewal parcels and assist in program closeout. B. Facilitate the redevelopment of downtown properties. 9. Provide continued staff support to the Design Review Committee. PERFORMANCE MEASUREMENTS: Preparation of grant/loan applications for economic development assistance programs. Completion of projects and activities in a timely manner. Rapid response to requests for information. u 57 -a s ECONOMIC DEVELOPMENT RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 REQUEST BCIITYTMGR PROPOSAL FY90 FY91 PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 0 0 31,589 33,844 33,844 35,198 36,611 SERVICES AND CHARGES CAPITAL OUTLAY 0 202 43,6960 390 47,483900 390 46,479500 401 45,1450 418 44,2470 p --------- --------- TOTAL 0 75,475 --------- 82,554 --------- 81,474 --------- 80,744 --------- 81,276 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS T PERSONAL SERVICES: ASSOCIATE PLANNER BENEFITS TOTAL NONE ECONOMIC DEVELOPMENT PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE -- FY88 FY89 $ 1.00 1.00 29,875 WORKSTATION - __ 31969 _ _ 1.00 1.00 33,844 TOTAL TRANSFER TO: TOTAL 59 490 ------490 CITY MANAGER PROGRAM DIVISION SIATEMENr PURPOSE: The City Manager supervises implementation of policy and procedure as directed by the City Council through the coordination and supervision of operations in all City Departments and advises the City Council on matters relating to the planning, development, and current operating status of all City departments. The City Manager professionally advises, directs and evaluates Department [leads dnd other management personnel in their respective functions in a manner consistent with current and future community needs and in conformity with the dictates of existing laws, established policies and procedures, and the City's Comprehensive Plan. OBJECTIVES: 1. Develop and administer City fiscal program through preparation of the Capital Improvements Program and the FY90 Operating Budget for certification by March 15, 1909. 2. Timely dissemination of relevant information to City Council, staff, and the general public. 3. Advise and direct department and division administrators to facilitate timely and efficient completion Of assigned projects and programs according to the dictates of City Council policy. 4. Regular evaluation of all departmental progress and annual evaluation of all Department Heads. PERFORMANCE MEASUREMENT: General measurement of performance is reflected in the performance level of all departments and divisions. The City Council evaluates the City Manager annually based upon timely and efficient city-wide operations consistent with established Council policy. 60 M u a NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 61 CITY MANAGER RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 151,988 161,217 170,281 170,281 177,400 185,020 COMMODITIES 21272 2,253 2,375 2,375 2,447 2,545 SERVICES AND CHARGES 33,120 23,293 29,502 29,352 22,618 30,091 CAPITAL OUTLAY 724 635 0 0 0 0 TRANSFERS OUT 21 0 0 0 0 0 TOTAL 188,125 187,398 202,158 202,008 202,465 217,656 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 61 PERSONAL SERVICES: ADMIN. ASST. - CITY MANAGER ASSISTANT CITY MANAGER CITY MANAGER TEMPORARIES BENEFITS TOTAL a CITY MANAGER PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 25,710 NONE 1.00 1.00 44,064 1.00 1.00 66,758 1,012 ----- ----- --------- 32,737 3.00 3.00 170,281 NONE TRANSFER TO: TOTAL 62 CAPITAL OUTLAY: TOTAL HUMAN RELATIONS PROGRAM DIVISION STATEMENT PURPOSE: The Human Relations Department provides technical and support services to City departments and employees which include: employee recruitment and selection; administration of the classification, compensation, performance evaluation systems, and the Affirmative Action Program; labor contract administration and assistance with negotiations; coordination of employee training and development; employee assistance services and related personnel activities. The Human Relations Department works in conjunction with the Civil Service Commission. OBJECTIVES: 1. Provide suitable applicant pools on a timely basis following notice of position vacancy. 2. Further the principles of Affirmative Action in City employment by assisting in the establishment and review of Affirmative Action goals and objectives for every department. Revise the current Affirmative Action Report to more accurately measure the effectiveness of the City's Affirmative Action efforts. 3. Respond to all employee inquiries and/or requests for assistance with benefits on a timely basis. 4. Assist supervisors in employee relations matters to resolve problems/questions in a timely manner consistent with applicable labor agreements and City practices and policies. 5. Assist in labor contract negotiation and collect negotiations data by December 1, 1988. 6. Provide an in-house training program for supervisory and non -supervisory employees with an emphasis on Affirmative Action topics for all employees and labor contract administration for supervisors. 7. Continue to provide wellness services to all employees. Research alternatives to current wellness options to involve non -participating employees. 8. Update job descriptions and performance evaluations as positions are vacated and filled. 9. Ensure compliance with Federal laws and recordkeeping requirements. PERFORMANCE MEASUREMENT: Applications Processed Workforce Minority Representation (%) Positions Filled Internally -Permanent Positions Filled Externally -Permanent Reclassification Requests Training Conducted (hours) Employee Wellness Participation Performance Evaluation Forms Developed/ Revised Job Descriptions Revised FY82 FY83 FY84 FY85 FY86 FY87 1,627 2,781 2,404 3,701 1,998 1,712 3.9% 4.6% 4.8% 5.9% 5.2% 4.4% 31 45 48 65 56 29 21 19 12 9 17 10 7 5 11 4 6 4 70 46 84 45 37 10* NA NA NA NA 163 208 I4A NA NA NA 58/97 0* NA NA NA NA 4 5 * Due to implementation of a variety of federal mandates this project was put on hold. 63 P FW 4 io P HUMAN RELATIONS NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 64 RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 75,377 93,760 98,982 98,982 103,184 107,720 SERVICES AND CHARGES 1,562 18,758 3,683 53,481 4,056 42,971 4,056 42,971 4,179 44,295 4,345 46,107 CAPITAL OUTLAY 164 0 1,220 1,220 1,257_ 1,307 TOTAL 95_861 150_924 147_229 147_229 152_915 159_479 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 64 PERSONAL SERVICES: PERSONNEL ASSISTANT PERSONNEL ADMINISTRATOR TEMPORARIES BENEFITS TOTAL M NONE HUMAN RELATIONS PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 2.00 2.00 44,932 2 OFFICE CHAIRS 1.00 1.00 36,292 1 TYPEWRITER _____ ___ ---17_458 TOTAL 3.00 3.00 98,982 TRANSFER TO: TOTAL 65 490 ------730 ---_1,220 I :A CIVIL SERVICE COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: The function of the Civil Service Commission is the implementation of the Iowa Civil Service Code for City employees in covered positions. The Commission is empowered to certify applicants as qualified for appointment to Civil Service positions within City employment and to provide appeal rights for covered employees in all matters related to suspension, demotion or discharge. OBJECTIVES: 1. Certify lists of candidates eligible for appointment to Civil Service positions. 2. Maintain current promotional lists for all Police and Fire Department positions. 3. Conduct hearings upon notice of appeal and within time limits specified by Iowa Code. 4. Increase the expertise of Commission members in recommending and participating in selection proce- dures. 5. Continue the use of assessment center techniques in selection procedures to the extent possible within staffing constraints. 9.9 a u P BROADBAND TELECOMMUNICATIONS PROGRAM DIVISION STATEMENT PURPOSE: The Broadband Telecommunications Specialist (BTS) facilitates and oversees the continued operation of the Broadband Telecommunications Network (BTN) for the City in cooperation with the Broadband Telecommunica- tions Commission (BTC) so as to maximize the benefits of cable television to the City of Iowa City. The position monitors and oversees the cable company and the BTN and facilitates and coordinates BTN uses, especially access channel programming services, government channel 29 programming and institutional and interactive applications of cable. OBJECTIVES: 1. 2. 3. 4. 5. 91 Continued investigation and/or resolution of citizen complaints within 30 days. Monitor BTN progress and development, including interconnections. Assure pertinent BTN information is available for public inspection upon reasonable request. Advise, assist, facilitate and promote the funding, operation and usage of access channels. Identify, contact, train and/or assure training of potential access channel users; produce, supervise and/or assist in the production of access channel programning, especially for Government Access Channel 29. Continue staffing support for the Broadband Telecommunications Commission. NEW DIVISION OBJECTIVES: 1. Facilitate development of the NPO (Non -Profit Organization) for the administration and operation of the access center. PERFORMANCE MEASUREMENTS: Access Channel Growth (Mrs, per mo. on Ch.) A. Library Ch. 20 B. Public Acces Ch. 26 C. Educational Ch. 27 D. Government Ch. 29 (Variety and quality upgraded with govt. programs tape exchange with other agencies). *672 hours equals 24 hours per day 67 Proj. Proj. FY83 FY84 FY85 FY86 FY87 FY88 FY89 320 672* 672* 672* 672* 672* 672* 200 100 150 200 250 160 160 40 200 225 250 275 300 350 400 672* 672* 672* 672* 672* 672* NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 68 BROADBAND TELECOMMUNICATIONS RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 51,121 1,744 50,083 2,321 59,233 2,734 59,233 2,734 61,669 2,816 64,250 2,928 COMMODITIES SERVICES AND CHARGES 22,173 18,940 13,876 18,072 12,106 11,357 CAPITAL OUTLAY TRANSFERS OUT 0 --17,476 0 - 350 30,550 350 25_ 590 --- 361 26_ 233 --- 375 23,362 --- TOTAL ---26,414 101,452 88,820 106,743 105,979 103,185 102,272 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 68 u BROADBAND TELECOMMUNICATIONS PROPOSAL FOR FY89 PERSONAL SERVICES: --- FTE --- FY88 FY89 $ BROADBAND TELE. SPECIALIST 1. .00 100 34,274 PRODUCTION COORDINATOR - BTC (PT) .75 .75 16,073 TEMPORARIES 450 BENEFITS ----- ----8_436 TOTAL 1.75 1.75 59,233 TRANSFER TO: CAPITAL OUTLAY: TEXT EDITOR -WORD PERFECT TOTAL REPAY LOAN FROM GENERAL FUND 5,463 PUBLIC ACCESS EQUIP. RESERVE 31540 1/2 LIBRARY A.V. COORD. 16,587 TOTAL 25,590 69 ----- 350 _350 U_.' 064 11W" **I* BROADBAND TELECOM14UNICATIONS COM14ISSION PROGRAM DIVISION STATEMENT The Broadband Telecommunications Commission (BTC) serves as an advisory body to the City Council. The BTC reviews, evaluates, researches and makes recommendations on policies, rules, regulations, ordinances, and budgets relating to matters involving cable TV and the grantee. The Commission resolves disputes between all conflicting parties concerning cable TV. The Commission ensures that all rules, records and rates pertaining to cable TV are available for public inspection, and exercises broad responsibility for the development of cable TV policies, especially ensuring maximum utilization of the local access cable TV programming of the public, government and educational access channels. OBJECTIVES: 1. Ongoing review of regulations, legislation and rules concerning cable TV and grantee and recommenc action to City Council. 2. Provide a forum for resolution of disputes, act as mediator and establish and administer sanctions as necessary to ensure compliance with franchise agreement. 3. Ensure all rates, rules, regulations and policies involving cable TV are available for public inspec- tion. 4. Develop ongoing rules, policies and recommendations as necessary to ensure the best cable system and access channel usage for the Iowa City community; confer and advise on matters of interconnection with the Iowa City BTN. 5. Investigate, recommend and/or assist in the development of future cable directions and applications. 70 M FINANCE ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Provide supervisory and secretarial support for the Finance Department, and coordinate the annual budget process, the risk management program for all City departments, and daily investment activities. Supervise the preparation of accurate and timely financial information which can be utilized effectively by the City Council and City staff in making managerial decisions, and supervise and monitor centralized support services and the Parking Systems. GENERAL OBJECTIVES: 1. Assure adequate budgetary control by reviewing and controlling all budget amendments and continuing to monitor all receipts and expenditures. 2. Coordinate risk management program of risk analysis, insurance purchases and claims analysis. 3. Annually update financial trends and five year financial projections. 4. Monitor Finance Divisions' performance on respective Division Objectives. PERFORMANCE MEASURES: 1. Timely reports to City Manager on budget amendment requests and any problem areas in receipts or expenditures. 2. Coordination with Safety Committee, annual analysis of insurance portfolio, quarterly claim reports with analysis of losses. 3. Preparation of financial projections and financial trends report for use by management and City Council. 4. Performance of Finance Divisions on their respective objectives. 71 ' FINANCE ADMINISTRATION G RECEIPTS AND EXPENDITURES SUMMARY E� EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 REQUEST BUDGCIITYTMGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 157,949 165,303 1,262 176,382 176,382 183,847 191,893 SERVICES AND CHARGES CAPITAL OUTLAY 11 700 2 555 21 11 035 1,225 11 531 1,225 11,531 1,263 11,916 1,313 12,432 ---- ____1,175 1,315 11315 1,354 11,408 TOTAL 173,254 178,775 190,453 --------- 190,453 --------- 198,380 -----�--- 207,046 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 72 c M FINANCE ADMINISTRATION PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ ADMIN. SEC.- FINANCE SR. ACCOUNTANT - FINANCE ADMI 1.00 1.00 1.00 24,516 2 VISITOR CHAIRS ASST. FINANCE DIRECTOR FINANCE 1.00 1.00 1.00 28,494 36,071 COMPUTER WORKSTATION -SECRETARY 450 865 DIRECTOR TEMPORARIES 1.00 1.00 581600 _ TOTAL OVERTIME 1 315 BENEFITS 28,434 TOTAL 4.00 4.00 176,382 NONE TRANSFER TO: TOTAL 13 t c PURPOSE: ACCOUNTING AND REPORTING PROGRAM DIVISION STATEMENT The purpose of the Accounting and Reporting Division is accurate and comprehensive accountability and reporting of the financial activities for all City operations and divisions. OBJECTIVES: 1. Establish and maintain accountability for federal and state assisted projects. 2. Provide accounts payable, payroll, and housing authority disbursement processing services in an effective and timely manner. 3. Coordinate the annual City audit and annual federal compliance audit and produce a comprehensive annual financial report in a timely and cost effective manner. PERFORMANCE MEASURES: GRANTS/PROJECTS 1. Year Federal State Other Audited Grants Grants Grants/Projects FY83 25 7 3 FY84 23 7 4 FY85 29 11 5 FY86 30 12 3 FY87 30 7 1 This work requires 75% of one staff member's time. 2. Check Type: N Checks: FY83 FY84 FY85 FY86 FY87 ACCOUNTS PAYABLE Issued b Amt. 8,053 20,820,750 9,747 24,038,576 11,019 28,660,618 11,258 29,780,842 12,887 29,875,043 74 Total 35 34 45 45 38 HOUSING PAYROLL Issued b Amt. 15,783 9,064,264 16,742 9,975,212 15,675 10,515,399 18,157 11,223,833 14,317 11,455,168 74 Total 35 34 45 45 38 HOUSING AUTHORITY Issued E Amt. 2,270 1,334,890 2,329 2,224,670 2,455 1,280,477 3,091 2,141,431 2,841 1,495,984 9 a 3. Annual Audits and Comprehensive Annual Financial Report Production 75 Average Year Audit Audit CAFR Cost **Certificate Audited Cost Hours Available Per Hour Award FY83 $44,040 994.7 06/05/84 $44 No FY84* 26,000 684.9 12/17/84 38 No FY85 34,500 956.5 12/16/85 36 Yes FY86 34,880 1,036.5 12/12/86 34 Yes FY87 36,275 *A federal compliance audit was not done for fiscal year 1984. **Government Finance Officer's Association Certificate for Achievement for Excellence in Financial Reporting. 75 �, w ACCOUNTING & REPORTING RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 - FY89 DEPT BUDGET -- CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 207,540 1,680 224,743 2,153 230,094 2,189 230,094 21189 240,035 2,255 250,863 2,344 COMMODITIES SERVICES AND CHARGES 48,052 43,730 44,229 44,229 451611 47,492 CAPITAL OUTLAY -255 1,081 865 865 891 _ _927 TOTAL 257,017 271,707 277,377 277,377 288,792 301,626 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 76 b ACCOUNTING & REPORTING PROPOSAL FOR FY89 PERSONAL SERVICES: NONE V TRANSFER TO: TOTAL 77 CAPITAL OUTLAY: COMPUTER WORKSTATION -SR. ACCT. ------865 TOTAL ------865 --- FTE --- FY88 FY89 $ SR OACCOUNTRCLERKCCOACCOUNTIN 1.00 1.00 22,390 ADMIN.ACCT.CLERK-ACCOUNTING 2.00 2.00 45,692 ACCOUNTANT SR. ACCOUNTANT -ACCOUNTING 1.00 1.00 1.00 1.00 19,424 CONTROLLER 1.00 10 .0 25883 , 37,176 SR. ACCOUNTANT -ACCOUNTING (PT) .50 .50 12,690 OVERTIME 500 BENEFITS 46,854 TOTAL 7.50 7.50 230,094 NONE V TRANSFER TO: TOTAL 77 CAPITAL OUTLAY: COMPUTER WORKSTATION -SR. ACCT. ------865 TOTAL ------865 CENTRAL PROCUREMENT & SERVICES PROGRAM DIVISION STATEMENT PURPOSE: The function of the Central Procurement and Services Division is to provide all departments of the City with centralized support services including procurement, office supplies, telephone and radio connunica- tions, inside and outside printing, mail, general information, and photo identification cards. OBJECTIVES: 1. Provide an annual report that reflects cost effectiveness of the Central Procurement & Services Division. 2. Advise, assist, facilitate and promote efficient Procurement and use of Central Services. 3. Respond to all inquiries and/or requests for assistance on a timely basis. NEW OBJECTIVE: 1. Evaluate telephone equipment throughout City offices and recommend replacement within existing budgets by June 1989. PERFORMANCE MEASUREMENTS: FY80 FY86 % FY87 Increase Projected FY80 FY88 Proposed FY89 Formal Bids Processed 24 96 72* 200 75 75 Orders processed Funds committed Print 207 900,000 831 2,962,460 676* 2,404,211 250 230 750 2,500,000 750 2,500,000 Shop (Impressions) Copier (Impressions) 1,360,000 128,000 1,845,916 687,655 1,945,127 714,477 60 2,000,000 2,000,000 Mail (Pieces) 464,000 263,324 316,670 450 93 720,000 300,000 720,000 300,000 *Purchasing has implemented demands. increased combined bid and combined order techniques to maximize staffing 78 u T NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 19 CENTRAL PROCUREMENT & SERVICES RECEIPTS AND EXPENDITURES SUMMARY - FY89 BUDGET -- EXPENDITURES: FY87 FY88 ACTUAL ESTIMATE DEPT REQUEST CITY MGR PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 139,561 123,415 129,428 129,428 134,965 140,964 SERVICES AND CHARGES 1, 232 57,068 1,855 63,752 2135 , 65,119 2,135 63,894 2199 , 67,062 2,287 68,498 CAPITAL OUTLAY 395 5,835 230 230 237 246 TOTAL 198,256 194,857 196,912 195,687 204,463 211,995 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 19 PERSONAL SERVICES: SR. CLERK/TYPIST — PURCHASING *DUPLICATING MACHINE OPERATOR BUYER PURCHASING AGENT CLERK TYPIST—SWITCHBOARD TEMPO IES BENEFITS TOTAL CENTRAL PROCUREMENT & SERVICES PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 1.00 1.00 20,156 OFFICE CHAIR—SR. CLERK TYPIST .10 .10 2,016 1.00 1.00 24,039 TOTAL 1.00 1.00 36,145 (PT) 1.12 1.12 21,068 ----- ----- --------- 24,404 4.22 4.22 129,428 *Partial funding is shown here (see Central Supply & Print Shop). NONE u IR Y TRANSFER TO: TOTAL Rm 0 -- — 230 230 TREASURY PROGRAM DIVISION STATEMENT PURPOSE: The Treasury Division activities include customer service, billing and collection of charges for 14,000 utility customers and approximately 51,050 vehicles receiving traffic violations. City receipts, banking activity and investment transactions are monitored, recorded and reconciled by Treasury staff. Staff support is provided for the City of Iowa City Police and Fire Retirement Systems. OBJECTIVES: 1. Provide customer service emphasizing good public relations. 2. Establish procedures for City for services efficient, accurate and timely billings ensuring collection of monies due the rendered. 3. Implement cost effective and providing statistical measures for City cash reports as needed. receipts and investment transactions maximizing income 4. Continue to provide member, retirees Police and Fire Retirement Systems. benefits, actuarial and board administrative support for the PERFORMANCE MEASUREMENT: Actual FY84 Actual FY85 Actual FY86 Actual Ist Quarter Projected FY87 FY88 FY89 Cash Register Transactions Utility Billings 48,521 57,404 47,568 51,245 13,404 52,269 Billing Corrections 84,700 195 88,922 125 87,891 88,864 22,593 89,250 Account Changes 6,052 3,101 145 2,806 118 3,135 2g 1,244 112 Hearin Letters 9 Shutoff Notices 8,931 1,571 9,143 9,001 8,092 2,044 3,000 8,258 % Collected 97.8% 1,551 98.3% 1,810 97.9% 1,652 99.6% 333 1,685 Parking Tickets Issued 139,277 152,766 158,252 146,603 99.2% 32,542 99% 135,000 A Tickets Paid A of Billings Mailed 105,843 52,038 116,356 61,965 106,942 47,173 111,124 54,969 26,106 102,200 % Collected 76% 76.45% 67.6% 75.7% 11,573 80.2% 46,292 76% Investments at Year End $17,900,971 Average Yield $16,173,581 $20,247,367 $66,073,658 $63,200,141 $44,200,140 Interest Income $1,807,508 Investment Transactions 10.5% 12.05% $2,230,976 9.2% $1,583,031 8.6% $4,318,336 9% $889,759 9% $3,559,040 543 750 280 1,062 204 829 81 a 4 . 0' Actual Actual Actual Actual Ist Quarter FY84 FY85 FY86 FY87 FY88 Police & Fire Retirement # of Retirees 41 45 48 50 $ of Monthly Benefits $351,225 $385,946 $417,552 $492,665 # of Active Members 101 102 101 97 $ Active Members' Salaries $2,469,977 $2,590,452 $2,659,359 $2,736,677 *$of City Contribution $648,287 $634,155 $615,540 $631,932 *Decreased contribution based on high interest income beginning 1985. 82 p 50 $125,377 101 $652,001 $174,012 Projected FY89 51 $516,555 101 $2,910,099 $665,720 TREASURY RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT 9 REQUEST SCITY TMGR PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 275,065 2,255 293,091 2,120 312,847 2,470 275,654 287,580 300,632 SERVICES AND CHARGES CAPITAL OUTLAY 10,695 13,431 9,747 2,470 23,697 2,545 25,476 2 646 25 429 2;789 --_- 315 31910 31910 41027 41,188 TOTAL --290,804 308_957 -_328_974 305_731 _.319_628 -_332,895 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 83 a 9 PERSONAL SERVICES: TOTAL NONE TY PROPOSALS FOR FY89 --- FTE --- FY88 FY89 $ 3.00 1.50 30;234 1.00 1.00 21,414 1.00 1.00 22,063 1.00 1.00 1.00 1.00 24,039 36,145 275 __ __ _____ 57,352 11_00 __ _9_50 -_275_654 TRANSFER TO: TOTAL 84 CAPITAL OUTLAY: 4FCOMPUTERIWORKSTATIONS MICROFICHE READER TOTAL 3,460 250 3,910 WORD PROCESSING CENTER PROGRAM DIVISION STATEMENT PURPOSE: The function of the Word Processing Center is to provide text processing services to all City departments on a centralized basis. Efficient use of resources is achieved through the use of a centralized dictation system and word processing equipment. The Word Processing Center aims to serve the unique needs of individual departments while achieving economies of shared use of equipment by all departments. OBJECTIVES: 1. Maintain an average monthly turnaround time for centrally dictated work of four or fewer hours, based on a 25% sampling. 2. Have no more than 3% of total production returned for correction of typographic errors only (excluding draft documents). 3. Maintain past production levels or exceed them depending on workload. NEW OBJECTIVE: 1. To expand services beyond the traditional text production into graphics and desk top publishing services for all departments. PERFORMANCE MEASUREMENTS: Est. Est. FY82 FY83 FY84 FY85 FY86 FY87 FY88 FY89 Average Turnaround 3.1 3.4 3.5 3.4 3.4 3.2 3.3 3.2 (Hours) % of Total Production Returned for Typo 2.3 2.7 2.6 2.4 2.3 2.3 2.3 2.3 Correction Only Average Monthly 2221 2718 2750 2720 2680 2422 2600 2600 Production (Pages) u 85 0, EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL WORD PROCESSING RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 100,317 105,552 110,707 2,542 2,511 3,110 9,853 10,395 9,950 12,775 15,409 12,150 125,487 133,867 135,917 ------- --------- --------- ---------------- --------- 110,707 115,287 120,161 3,110 3,203 3,331 81700 10,228 9,354 12,150 12,155 12,161 134,667 140,873 145,007 ------- --------- --------- ------- --------- --------- NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 86 M Y' M WORD PROCESSING PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ WORD PROCESSING OPERATOR WORD PROCESSING SUPERVISOR 3.00 3.00 1.00 1.00 61,703 SOFTWARE UPDATE-WORDPERFECT TEMPORARIES 29,942 COMPUTER REPLACEMENT OVERTIME 1,000 285 TOTAL BENEFITS 17,777 TOTAL 4.00 4.00 110,707 NONE TRANSFER TO: TOTAL ED 12,000 ---12_150 DATA PROCESSING DIVISION PROGRAM DIVISION STATEMENT PURPOSE: The purpose of the Data Processing Division is the provision of centralized, on-line data processing for most City operations. OBJECTIVES: 1. Maintain statistics which measure usage and growth trends. 2. Continue to maintain current applications and develop new applications as resources permit. PERFORMANCE MEASUREMENTS: GRANTS/PROJECTS 1. Determine growth trends: Video Display Central Processing #Tasks # Printed Terminal Usage Unit Usage Processed Jobs (in 24 -hr. days) (in 24 -hr. days) FY87 459,899 50,945 115.38 101.96 2. Maintain and develop applications: 0 Total Disk Ratio # Total Data Storage % Disk Ratio of Files of Disk # Major Applications On-line Users Stored in blocks Available (in blocks) Storage Used Stored to Storage Application to User FY87 21 40 925,507 1,782,144 51.9% 44,072 to 1 23,138 to I 0 PROCESSING RECEIPTS ANDA EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 REQUEST ECITYTMGR PROPOSAL FY90 PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES;615 55'068 58 222 63,652 63,652 66,337 69,227 SERVICES AND CHARGES CAPITAL OUTLAY 26;688 37;645 33,383 34;508 36;884 8,050 --- 14,214_ 12,905 --117,871 2,610 --108,701 12,905 361877 2 500 TOTAL 97_007 _-117_696 117,871 -_108,701 --------- -_124,095 ----- --- 117,100 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS LE F DATA PROCESSING PROPOSAL FOR FY89 PERSONAL SERVICES: FY88TEFY89 $ SYSTEMS SPECIALIST 1.00 1.00 24,374 INFORMATION SPECIALIST 1.00 1.00 28,238 BENEFITS 11,040 TOTAL 2.00 2.00 63,652 NONE TRANSFER TO: TOTAL 90 CAPITAL OUTLAY: 4 VT320 TERMINALS 1,760 LA50 CHARACTER PRINTER 850 TOTAL 2,610 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 91 AGMENT RECEIPTS ANDKEXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 -- FY89 ESTIMATE REQUEST BUDGET -- PROPOSAL PROJECTION PROJECTION COMMODITIES 39 0 SERVICES AND CHARGES CAPITAL OUTLAY 467,861 1,125 1,025,680 660,258 0 660,2580 0 726,284 0 798,912 TRANSFERS OUT 117,226 0 0 p 0 0 0 TOTAL TOTAL --------- 586,245 -------- --------- --660,258 1,025,680 660 258 _________� --------- 0 --------- 660,258 0 --------- 726 ,284 ---______ __ 0 ------- 798,912 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 91 9 GOVERNMENT BUILDINGS PROGRAM DIVISION STATEMENT PURPOSE: Provide cleaning and maintenance services in a cost-efficient manner for all assigned City government buildings, including the Civic Center (except the Fire Department), and offices of the departments of Planning and Program Development and Public Works. OBJECTIVES: 1. Take action on government building service requests within one week at least 90% of the time. 2. Continue utilizing the supervisor's monthly evaluation form to rank specific areas. 3. Record and evaluate quarterly all complaints about the condition of buildings to determine where corrective measures are necessary. 4. Continue to utilize a semi-annual survey which allows each department the opportunity to rate cleaning performance and identify problem areas. PERFORMANCE MEASUREMENTS: 1. Attempt to reduce complaints by at least 20% for the year. 2. Strive to achieve at least 90% "Excellent" or "Good" rating on survey implemented in FY88. 92 u GOVERNMENT BUILDINGS RECEIPTS AND EXPENDITURES SUMMARY a NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 93 - FY89 BUDGET - EXPENDITURES: ACTUAL ESTIMATE RE88 QUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 43,215 7,446 46,504 8,830 49,358 8,999 49,358 8,999 51,473 53,767 SERVICES AND CHARGES CAPITAL OUTLAY 128,771 117,350 116,910 116,910 91269 121,828 91639 128,720 TRANSFERS OUT 4,327 0 0 0 0 0 0 0 0 0 TOTAL 183_759 172_684 -_175_267 -_175_267 182_570 _-192,126 a NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 93 LAG+' PERSONAL SERVICES: M.W.I-RECREATION & GVMT BLDGS TEMPORARIES BENEFITS TOTAL GOVERNMENT BUILDINGS PROPOSAL FOR FY89 --- FTE - FY88 FY89 $ 2.00 2.00 37,621 NONE 1,988 9,749 2.00 2.00 49,358 NONE TRANSFER TO: TOTAL 94 CAPITAL OUTLAY: TOTAL m Y a CIVIL RIGHTS PURPOSE: PROGRAM DIVISION STATEMENT The Civil Rights Coordinator processes and investigates complaints of discrimination, provides staff support for the Iowa City human Rights Comnission,and monitors the City's Contract Compliance Program and Women and Minority Business Enterprise Program. The Civil Rights program goal is to facilitate timely disposition of all citizens' discrimination complaints and ensure that all citizens are aware of their civil rights and the community resources available to assist them in exercising those rights. OBJECTIVES: 1. Investigate formal complaints and submit case summaries to the Legal Department within 120 days. 2. Resolve informal complaints independently or in conjunction with the Commissioners within 30 days. 3. Attend all Commission meetings and provide staff support for the Commission. 4. Monitor the City's contract compliance program. 5. Network and communicate with other local Commissions as well as the State Commission in an effort to increase the effectiveness of the local Commission. 6. Monitor the City's Women and Minority Business Enterprise Program with an objective of 3% participa- tion. 7. Coordinate at least one Commissioners' training session. 8. Continue to participate within the Association of Iowa Human Rights Agencies. 9. Complete the investigation and disposition of all housing complaints within 90 days. 10. Reach greater numbers of residents through our speakers bureau for the purpose of apprising these residents of their rights and responsibilities. 11. Produce 10 cable TV shows during the fiscal year. NEW OBJECTIVES: Create a structured outreach program, complete with visuals. Train Commissioners so they are able to assist with implementation of the program. PERFORMANCE MEASUREMENTS: FY82 FY83 FY84 FY85 FY86 FY87 1. Routine responses to citizen inquiries 13.41 13.6 23.8 18.8 16.4 15.0 per month 2. Formal complaints cases opened 14 11 23 7.4 21 19 cases closed 17 16 18 21 21 20 average time to legal (months) 2.84 5.62 3.89 5.4 average time to closure (months) 10.88 15.93 12.4 11.19 9.14 11.8 3.eT�rcent of total City purchasing from W/MBE's 0.725% 0.005% 0.0020% 0.06% 0.05% 4. Contract Compliance - Affirmative Action Programs Reviewed IIA 6 12 15 8 6 E CIVIL RIGHTS RECEIPTS AND EXPENDITURES SUMMARY FY87 EXPENDITURES: ACTUAL PERSONAL SERVICES 31,267 COMMODITIES SERVICES AND CHARGES 4,251 CAPITAL OUTLAY 0 TOTAL _-_35,864 FY88 - FY89 BUDGET - ESTIMATE REQUEST PROPOSAL PROJECTION PRO90 JECTION 32,776 482 35,624 11170 35,624 11170 37,152 11206 38,809 3,406 3,845 3,845 2,943 1,254 4,071 0 _ 200 200 206 214 36_664 40_839 __-40_839 41_507 44_348 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS v 96 CIVIL RIGHTS PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: FY88TEFY89 $ CIVIL RIGHTS COORDINATOR 1.00 1.00 28,966 MICROSOFT FILE -DATA BASE BENEFITS 6,658 ----- ----- - TOTAL TOTAL 1.00 1.00 35,624 NONE TRANSFER TO: TOTAL 97 0 T4 -200 200 �V PURPOSE: HUMAN RIGHTS COMMISSION PROGRAM DIVISION STATEMENT Enforce the City's Human Rights ordinance in an effective and responsible manner and inform and educate the community regarding non-discrimination and City prohibitions against illegal discrimination. OBJECTIVES: 1. Continue to solicit speaking engagement requests as an ongoing activity. 2. Attend one civil rights workshop, which may include attending an in-house training program. 3. Conclude work on discrimination complaints within eight weeks from the receipt of the investigative report. 4. Review the City's non-discrimination ordinance and recommend revisions, if necessary. 5. Review the City's affirmative action reports and make recommendations regarding program implementation. NEW OBJECTIVE: 1. Develop a structured outreach program which includes visuals and also involves being trained to facilitate discussions concerning civil rights. m P 0 NON-OPE TIONAL RECEIPTS RAND EXPENDITURES SUMMARY EXPENDITURES:FY87 ACTUAL COMMODITIES 0 SERVICES AND CHARGES 0 CAPITAL OUTLAY 271,258 48,000 TRANSFERS OUT 849,830 CONTINGENCY 0 M TOTAL 849,830 FY88 ESEPT TIMATE -- FY89 REQUEST BUDGET -- CITY MGR PROPOSAL FY90 PROJECTION FY91 PROJECTION 215 454 35,000 20 215,158 74,000 271,258 48,000 21 280,872 48,000 22 290,971 1,022,799 1,119,301 46 500 1,264,028 1,366,734 48,000 1,491,948 -100_000 _ - -----,--- --112,000 115,000 119,000 1_373,253 1,454,979 1,695_306 1_810_627 11949_941 NOTE: SEE ADMINISTRATIVE RECEIPT SUMMARY FOR DETAILED RECEIPTS 99 ffx4 m NON -OPERATIONAL ADMINISTRATION PROPOSAL FOR FY89 PERSONAL SERVICES: --- FTE --- FY88 FY89 $ ----- ----- --------- TOTAL .00 .00 0 ------------------- ----- -------------- TRANSFER TO: CITY'S PORTION FOR JCCOG TRANSIT SUBSIDY TRANSIT LEVY AIRPORT SUBSIDY TOTAL 100 CAPITAL OUTLAY: REPLACE 1 TORNADO SIREN 13,000 COMPUTER PURCHASE/REPLACEMENT 35,000 TOTAL 48,000 91,193 478,087 610,929 83,819 1,264,028 ; ill ; I .'I. I V M PLANNING & PROGRAM DEVELOPMENT ADMINISTRATION PROGRAI4 DIVISION STATEMENT 00 PURPOSE: Provide an efficient and effective level of administrative direction and support to the various divisions of this department and coordinate the efforts of this department in providing staff support to other departments and agencies responsible for direct public services. OBJECTIVES: 1. Provide an appropriate allocation of staff resources to enable each division to meet its divisional objectives. 2. Ensure the timely completion of the divisions' objectives and individuals' work assignments. 3. Provide graphics support to all City departments in need of graphic illustrations for reports, brochures and for other printed matter. 4. Provide support to all departments in need of acquiring land for City projects or of disposing excess city land. PERFORMANCE MEASUREMENTS: 1. Weekly meetings with division heads will be held to identify staffing problems. The assignment or coordination of staff activities will be made on a weekly basis as problems are identified. 2. Long-term projects will be monitored quarterly and short-term projects will be monitored as frequently as is necessary to ensure that projects and work assignments are completed on schedule. 3. Overall performance will be measured by the performance of individual divisions. 4. Departments will be monitored periodically to determine the adequacy of support for graphics and land acquisition and deposition. 101 or., PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: PROPERTY TAX MISCELLANEOUS TOTAL P.P.D. ADMINISTRATION RECEIPTS AND EXPENDITURES SUMMARY FY89 BUDGET FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 79,544 98,541 112,289 95,920 107,471 112,059 2,431 2,446 3,410 3,086 3,179 3,306 4,347 6,651 9,261 9,261 10,657 11,141 31509 --------- 220 185 185 191 --------- 199 --------- 89,831 --------- 107,858 --------- 125,145 --------- 108,452 121,498 126,705 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 89,796 107,858 35 0 --------- --------- 89,831 107,858 102 iuo,gDz 0 108,452 121,498 126,705 0 0 --------- --------- 121,498 126,705 P.P.D. ADMINISTRATION PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ *TECHNICAL ASSISTANT PPD .60 .60 13,083 1 OFFICE CHAIR GRAPHICS TECHNICIAN 1.00 .75 18,452 **ADMIN. SEC. — PPD .55 .55 12,995 TOTAL ***P.P.D. DIRECTOR .60 .60 28,222 TEMPORARIES 7,718 BENEFITS 15,450 ----- ----- --------- TOTAL 2.75 2.50 95,920 *Partial funding is shown here (see JCCOG Admin. and JCCOG Rural Planning). **Partial funding is shown here (see JCCOG Admin. and CDBG Metro Entitlement). ***Partial funding is shown here (see JCCOG Admin. and CDBG Metro Entitlement). b NONE TRANSFER TO: TOTAL 103 185 185 URBAN PLANNING PROGRAM DIVISION STATEMENT PURPOSE: The purpose of the Urban Planning Division is to plan for the development and redevelopment of Iowa City consistent with existing policies and with the Comprehensive Plan. The division assists the City Council and boards and commissions in decisions regarding development and development policies in an effective and the timely manner; evaluates development proposals in existing and newly developing areas of the City within the publiccontext on landof eusse PlanningPns anoand �development es adopted bissues Council; ourteously a drexpediti uslyation and assistance to OBJECTIVES: I. Provide continued staff support to the Planning and Zoning Commission, the Board of Adjustment, the Riverfront Commission, the Historic Preservation Commission, the City Council and any other boards or commissions assigned to the division. 2. Interpret, apply and recommend amendments to the Comprehensive Plan and the Zoning Ordinance and other related plans, policies and ordinances. 3. Review, analyze and prepare recommendations on all applications submitted making a determination whether development proposals complement or conflict with the Comprehensive Plan and other plans and Policies. 4. Develop plans and policies for specific geographic areas and planning and/or development issues. 5. Respond to questions from the general public and members of the development community concerning Zoning Ordinance and subdivision development, historic preservation, Riverfront activities, and other City programs. 6. Implement the environmental policies and recommendations of the City Council. 7. Coordinate the design and implementation of land development policies for areas of mutual interest with Johnson County and Coralville. PERFORMANCE MEASUREMENTS: I. Completion of application review and forwarding report to appropriate body within scheduled time period. 2. Staff attendance at all regularly scheduled and special meetings of the Boards and Commissions served, and the City Council as necessary. 104 N FY82 FY83 FY81 A. Subdivisions: FY87YTD FY88 (1) Preliminary plat 10 12 (2) Final plats 8 B. Large Scale Residential 14 9 Developments: 6 12 (1) Preliminary plans 4 4 (2) Final plans 4 C. Large Scale Non -Residential 0 0 Developments: 6 2 (1) Preliminary plans 2 1 (2) Final plans 2 D. Planned Area Developments: 9 8 (1) Preliminary plans 3 6 (2) Final plans 1 E. Street Vacations 1 F. Annexation 1 G. Amendments to Code: 1 1 (1) Zoning 9 5 (2) Subdivision - 1 (3) Comprehensive Plan - H. Rezonings 5 I. Special Reports 2 J. Variances 11 K. Special Use Permit - L. Special Exceptions - M. Interpretations 2 N. Land Acqusition & 6 Disposition: - 0 (1) Downtown revitali- 0 0 zation parcels - (2) Other parcels - 0. Building Permits - FY82 FY83 FY84 FY85 FY86 FY87YTD FY88 12 8 12 7 10 10 8 14 9 15 6 12 9 6 4 4 3 3 1 0 0 5 6 2 2 1 1 0 5 3 3 9 8 9 2 6 3 4 8 8 5 2 3 4 2 1 1 1 0 4 5 5 0 1 0 0 3 5 2 6 2 3 2 2 2 2 4 0 0 4 5 - 9 8 11 6 1 - 0 0 0 0 1 0 0 1 3 9 35 10 16 12 12 8 10 - 3 - 1 0 1 29 46 19 7 8 4 1 1 1 0 2 1 12 30 24 24 10 1 2 2 19 1 1 0 5 1 1 0 0 0 0 5 6 2 4 2 3 0 - 8 74 56 49 42 - 105 M EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: PROPERTY TAX BUILDING & DEVELOPMENT FE MISCELLANEOUS TOTAL URBAN PLANNING & DEVELOPMENT RECEIPTS AND EXPENDITURES SUMMARY FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 148,955 121,994 129,373 129,373 134,856 140,767 1,818 1,477 1,798 1,381 1,325 1,378 13,704 17,417 17,542 17,445 16,567 17,257 634 645 0 0 0 0 165,111 141,533 148,713 148,199 152,748 159,402 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 143,986 122,598 125,964 130,513 137,167 19,810 18,000 935 21,300 935 21,300 21,300 ,315 935 935 -165,111 141,533 148,199 _ 152-748 _159_402 106 URBAN PLANNING & DEVELOPMENT PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ *ASSOCIATE PLANNER 2.50 2.50 73,117 NONE SENIOR PLANNER —100 —100 ---22, 936 BENEFITS320 TOTAL TOTAL 3.50 3.50 129,373 *Partial funding of one HE is shown here (see CDBG Metro Entitlement). NONE TRANSFER TO: TOTAL 107 "Y CeCOP R � i J RIVERFRONT COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: Advise the City Council and other governmental bodies within Johnson County on all matters directly or indirectly affecting the Iowa River, its tributaries and lands adjacent to it. Protect and preserve the Iowa River as a natural drainageway and source of water, through the proper maintenance of the river channel and floodplain, and provide for public access to and enjoyment of the river and adjacent land. OBJECTIVES: 1. Preserve, enhance and increase open spaces and green areas along both banks of the river. 2. Encourage public and private cooperation in the maintenance and use of the Iowa River and adjacent land. 3. Further public awareness of the assets of the Iowa River and its environs. 4. Review activities affecting the Iowa River within Johnson County. PERFORMANCE MEASUREMENTS: 1. Extent of green space preserved and/or trail constructed. 2. Degree of public/private maintenance of the river corridor achieved. 3. Contacts made with the public through the media and informational meetings. NOTE: The Commission continually encourages cooperation between public and private entities in order to accomplish the objectives identified. The greatest obstacle to achieving the objectives of the Commission is scarcity of funds. 108 -a 4 DESIGN REVIEW COMMITTEE PROGRAM DIVISION STATEMENT PURPOSE: The Design Review Committee reviews and makes recommendations to the City Council regarding public and private construction in and adjacent to the Central Business District of Iowa City. This includes the review of (1) redevelopment which occurs on Urban Renewal parcels; (2) private projects requesting public assistance, as enabled by the individual programs; and (3) public improvements to be constructed. The Committee encourages and promotes the acceptability, attractiveness, cohesiveness, and general design compatibility of new construction and rehabilitation of both public and private development within and adjacent to the Central Business District of Iowa City, and enhances the overall quality of design within the downtown area by working cooperatively with developers throughout project planning. OBJECTIVES: 1. Review the preliminary design plans for all Urban Renewal redevelopment parcels. 2. Review the plans for all public improvements to be constructed within and adjacent to the CBD. 3. Review the plans for all private projects utilizing public assistance, as enabled by the specific programs. 4. Review the plans for private development in the Central Business District, when requested. 5. Review plans for construction in City Plaza. NEW OBJECTIVES: 1. Finalize recommendations to Council on an on-going mechanism for design review of facade renovations and new construction. 2. Prepare a booklet illustrating good urban design concepts. 3. Assist in developing a policy and plan for review and replacement of landscaping materials in City Plaza. 4. Explore methods for increasing public awareness of the benefits of good design. PERFORMANCE MEASUREMENTS: 1. Review of all Urban Renewal redevelopment plans within the time limits established in the contract schedule. 2. Review of all project referrals within the time limits specified. 3. Review of all public improvements within the time limits established in the project schedule. 4. Review of all City Plaza construction within the ordinance time limits. 5. Completion of an urban design booklet. 109 no ak PLANNING R ZONING COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: The Planning and Zoning Commission advises the City Council recommending appropriate action on matters pertaining to the current and future physical development of the City and maintenance of a viable Compre- hensive Plan, recommending appropriate ordinances, and formulating other related plans and programs. OBJECTIVES: 1. Review and recommend to the City Council the acceptability of applications submitted for rezoning, subdivision or site development plan approval. 2. Maintain and keep current a comprehensive plan and ordinances implementing the plan. 3. Make recommendations regarding the implementation of the zoning ordinance. 4. Coordinate and cooperate where applicable with other City commissions and boards. PERFORMANCE MEASUREMENTS: 1. Review within 45 days of their filing date, applications submitted for rezoning, subdivision and site development plan approval or as otherwise prescribed by state and local ordinance. 2. Review the Comprehensive Plan annually. NOTE: The Commission's ability to carry out these goals and objectives is directly dependent upon the staff's ability to provide technical assistance to the Commission in the performance of its activities. 110 HISTORIC PRESERVATION COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: Implement the Historic Preservation sections of the Iowa City Code through the establishment of local historic preservation districts and by increasing residents' awareness and sensitivity to the historically significant features of the community. OBJECTIVES: 1. Work with residents to create local historic districts. 2. Establish an ongoing historic preservation education program. 3. Continue an annual Historic Preservation Awards Program. 4. Participate in national Historic Preservation Week by sponsoring activities and displays which promote local historic preservation. 5. Interface with Housing and Inspection Services in issuing Certificates of Appropriateness and Certifi- cates of No Material Effect. PERFORMANCE MEASUREMENTS: Complete review of applications for Certificates of Appropriateness within the time period specified within the City Code. NOTE: The availability of funds to establish and carry out an educational program would assist the Commission in encouraging residents to undertake sensitive rehabilitation projects. III M ENGINEERING PROGRAM DIVISION STATEMENT PURPOSE: The Engineering Division directs and performs engineering work in connection with the planning, design, construction and inspection of all municipal public works improvements; reviews plans submitted by subdividers and contractors; provides assistance to other City departments on engineering related matters; makes technical recomnendations to other divisions within the Public Works Department; maintains Public Works construction records; and performs contract administration for various consultant services. OBJECTIVES: 1. Review of preliminary and final plats and construction plans for subdivisions in a timely manner. 2. Inspection of public improvements, sanitary sewer and storm sewer and paving for subdivisions. 3. Support other divisions and departments on engineeringrelated matters. 4. Field sidewalk complaints and follow-up to ensure repairs are made or new sidewalks are installed where required. NEW OBJECTIVES: The new division objectives will be based on decisions by City Council regarding the Capital Improvement Program. PERFORMANCE MEASUREMENT: 1. Completion of capital improvement projects listed in new Division objectives. 2.* Review of an estimated fifteen (15) subdivision submittals. 3.**Approximately 2000 hours per year spent providing engineering consultation to other divisions and departments. * The average amount of time required to review each subdivision plat and construction plan and inspect the construction improvements is 90 hours. **Engineering consultation is provided to the Pollution Control Division, Streets/Sanitation Division, Planning and Program Development Department and Legal Department recurrently, and to all other Depart- ments and Divisions occasionally. 112 u ENGINEERING RECEIPTS AND EXPENDITURES SUMMARY 113 FY87 FY88 - FY89 BUDGET - DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION EXPENDITURES: PERSONAL SERVICES 198,608 356,020 4,365 372,008 286,114 3,705 3,705 280,385 3,817 292,547 3,969 COMMODITIES SERVICES AND CHARGES 3,082 19,025 25,067 1,440 26,400 23,286 2,195 2,1950 24,246 2,2610 25,341 2,3510 CAPITAL OUTLAY 4,889 TRANSFERS OUT --------0--------0 --------0 --------- -0 ------603 315,300 324,208 TOTAL _-225,604 -_387,495 --404,308 --310,709 _ FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL PROJECTION PROJECTION RECEIPTS: 223,687 386,500 314,4800 309,809 8 323,800 PROPERTY TAX LICENSES & PERMITS 1,749 100 100 MISCELLANEOUS -168 ------100 387,495 ------100 ------100 --------- TOTAL _-225,604 -_315,300 _-310,709 -_324,208 113 y,I PERSONAL SERVICES: TOTAL w ENGINEERING PROPOSAL FOR FY89 CAPITAL OUTLAY: TRANSFER TO: NONE 0 TOTAL 0 114 FY88TEFY89 $ 1.00 0.00 -0- 1 OFFICE CHAIR 260 1.00 1.00 28,031 DOUBLE PEDESTAL DESK 735 1.00 1.00 21,842 SIDEWALK/DRIVEWAY REPLACEMENT 1,200 1.00 1.00 1.00 1.00 22,759 28,942 TOTAL 2 195 r___ 1.00 1.00 28,942 --------- 2.00 .50 14,937 1.00 1.00 38,218 1.00 1.00 44,901 5,000 5,000 47,542 --------- ----- 10.00 ----- 7.50 286,114 TRANSFER TO: NONE 0 TOTAL 0 114 PUBLIC WORKS ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Public Works Administration provides administrative direction and leadership to the department, and coordinates the various programs and activities of the department with one another and with other City departments, as well as providing technical assistance to the City Council, City Manager and other governmental entities. It is the goal of the Division to provide an effective level of administration of all departmental programs and activities by maximizing departmental accomplishments and impact upon the physical, economic and social development of the community. OBJECTIVES: 1. Ensure effective supervisory and administrative performance by all division heads. 2. Undertake approved projects in a timely manner. 3. Respond to new program requests, assignments, and requests for information in a timely, professional manner. NEW OBJECTIVES: 1. Complete construction of the waste water facility improvements. 2. Complete the renovation of the Benton Street bridge spanning the Iowa River. 3. Complete the paving of Scott Blvd. from Court Street to Rochester Avenue. 4. Begin construction of the Orchard -Douglass Storm Sewer Project. PERFORMANCE MEASUREMENTS: 1. Performance of administrative function is measured to a significant degree in the performance of the divisions within the department. 2. Adoption of policies and programs consistent with the recommendations of the Comprehensive Plan, and the City Council's Goals and Objectives. 3. Completion of all assigned projects and schedules prescribed by the City Manager. 115 EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: PROPERTY TAX ADMIN EXPENSE CHARGEBACK TOTAL M PUBLIC WORKS ADMINISTRATION RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 - FY89 BUDGET - ACTUAL FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 77,875 84,539 89,064 89,064 X778 92,833 X802 96,892 X834 552 699 778 90,305 93,609 ---60,955 97,488 2,646 1,774 3,782 1,285 3,967 3,767 3,853 3,967 --------- --------- 1,490 --------- 0 0 0 82,847 90,305 95,299 --------- 93,609 --------- 97,488 --------- 101,693 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 31,096 33,949 31,506 36,533 38,300 51,751 --------- 56,356 --------- ---62,103 82,847 90,305 93,609 ---60,955 97,488 ---63,393 101,693 116 PERSONAL SERVICES: ADMIN. SEC. - PUBLIC WORKS PUBLIC WORKS DIRECTOR TEMPORARIES BENEFITS TOTAL PUBLIC WORKS ADMINISTRATION PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 22,908 NONE 1.00 1.00 50,965 ----- ----- --------- 14,591 2.00 ----- ----- ----- ----- 2.00 --------- --------- 89,064 NONE TRANSFER TO: TOTAL 117 CAPITAL OUTLAY: TOTAL 0 CBD MA114TENANCE PROGRAM DIVISION STATEMENT PURPOSE: Provide snow removal, grounds maintenance, and horticultural services which utilize cost effective procedures and enhance the beauty of the areas included in the Central Business District (City Plaza, Washington Street, Iowa Avenue, Clinton Street, Chauncey Swan Plaza, Burlington Street, Capitol Street, Dubuque Street, Linn Street, and Market Street parking lot). OBJECTIVES: 1. Survey each adjacent business semi-annually to determine whether or not they are satisfied with the maintenance, and obtain ideas for improvement of services. 2. Continue the practice of removing ground litter from the City Plaza on a daily basis. I 3. Provide snow removal within the City Plaza as per the following guidelines: clear all fire lanes; clear a minimum of seven feet adjacent to Plaza businesses; clear a minimum of two crosswalks per one-half block. 4. Continue replacing all dead and severely damaged trees and shrubs. 5. Continue the annual surface repair program to repair/replace broken bricks, sunken areas, etc. i NEW OBJECTIVES: 1. Work with downtown citizen group to implement an "Adopt -A -Bed" program for the planters in City Plaza. 2. Replace all plantings in the six Iowa Avenue planters. PERFORMANCE MEASUREMENTS: 1. SURVEY OF BUSINESSES Proj. Proj. Rating FY86 FY87 FY88 FY89 Excellent 63% 63% 65% 68% Good 33% 32% 33% 30% Fair 4% 5% 2% 2% Poor 0% 0% 0% 0% 118 m Y' Proj. Proj. Rating FY86 FY87 FY88 FY89 2. Trees/shrubs replaced: No. of Trees 8 10 6 10 No, of Shrubs 0 3 92 116 Dollar Value NA $1,727 $3,387 $4,750 3. No. of hours spent on daily cleanup in City Plaza: 1,600 1,600 1,340* 1,000* *Fewer hours anticipated due to purchase of new equipment. 119 EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL C.B.D. MAINTENANCE RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 DEPT9 BCIITYTMGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 41,987 45,903 59,436 31154 51540 51306 9,128 12,464 11,237 4,844 171907 11,070 59,113 81,814 87,049 61,936 61,759 64,465 5,306 5,464 51682 11,237 11,574 12,037 9,770 6,320 7,370 88,249 85,117 89,554 I FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX LICENSES & PERMITS 54,450 2,560 77,114 2,600 83,589 80,457 84,894 MISCELLANEOUS ----2_103 --- 2,100 --------- 2,560 2,100 2,560 2,100 2,560 2,100 TOTAL 59,113 81,814 --------- 88,249 --------- 85,117 --------- 89,554 120 w M.W.I - CBD M.W.III - CBD TEMPORARIES OVERTIME BENEFITS m C.B.D. MAINTENANCE PROPOSAL FOR FY89 PERSONAL SERVICES: --- FTE --- FY88 FY89 $ 1.00 1.00 16,704 1.00 1.00 23,171 11,294 417 ----- ----- --------- 10,350 TOTAL 2.00 2.00 61,936 NONE TRANSFER TO: TOTAL 121 P CAPITAL OUTLAY: SURFACE REPAIRS IN PLAZA 2,500 10 TREES & 20 SHRUBS 2,350 6 TRASH RECEPTACLES 2,520 LANDSCAPE 6 IOWA AVE. PLANTERS 2,400 TOTAL 9,770 ENERGY CONSERVATION V�ifF PROGRAM DIVISION STATEMENT PURPOSE: Monitor ongoing energy use in City operations, analyze energy use in terms of past use, make recommendations on energy conservation measures, promote staff awareness and provide policy recommendations to all City departments for the purpose of reducing energy use in City buildings and operations. OBJECTIVES: 1. Continue follow-up walk through energy audit process on municipal structures. 2. Distribution of quarterly use ("Efficiency Index") reports to all user divisions. 3. Provide staffing for the Resources Conservation Commission. 4. Continue detailed studies identifying capital -intensive energy conservation measures (E.C.M.$). 5. Assist in monitoring of Energy Management Systems for Senior Center, Transit Facility, Rec Center and Civic Center. 6. Administer the Energy Savings Payback I Fund. PERFORMANCE MEASUREMENTS: Actual Actual Actual Actual Actual Actual Actual FY81 FY82 FY83 FY84 FY85 FY86 FY87 CITY GOVERNMENT OPERATIONS: Electricity KWH 10,391,464 cost 11,580,000 12,179,000 12,626,000 13,655,000 1.3,108,247 12,796,720 5455,800 5588,170 5635,420 5191,993 5859,996 $855,869 $819,862 cents/KWH 4.38 5.08 5.22 6.27 6.29 6.53 6.41 Natural gas -therms 244,318 312,900 254,000 275,622 307,378 295,831 212,726 cost $82,500 $112,500 $106,550 $119,653 $131,677 $125,689 $79,555 cents/therm 33.77 35.95 41.95 43.40 42.80 42.30 37.40 MOTOR FUELS USE: Total Gallons or equivalent 351,819* 363,641* 389,152* 353,871 377,469 359,779 373,280 Fleet M.P.G. 4.635 5.2 5.7 6.1 6.1 Note: All vehicle fuel figures provided by Equipment Maintenance Division. *Includes gallon equivalents of compressed natural gas. 122 a 123 d FY86 FY87 $1,149,822 $1,264,437 972,167 177,655 935,767 328,670 ANNUAL ENERGY COSTS FOR STANDARD YEAR FY81 FY82 FY83 FY84 FY85 Projected energy cost with $659,462 $753,217 $874,852 $1,056,604 $1,088,835 no conservation measures Actual cost for standard year 542,647 670,939 731,558 875,137 1,008,360 Savings 116,815 82,278 143,294 181,467 80,475 TOTAL ENERGY SAVINGS SINCE FY80 IS $1,178,842 123 d FY86 FY87 $1,149,822 $1,264,437 972,167 177,655 935,767 328,670 ic EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES TRANSFERS OUT TOTAL RECEIPTS: PROPERTY TAX MISCELLANEOUS TOTAL ENERGY CONSERVATION RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 FY89 BCIITYTMGR ACTUAL FY87 FY88 DEPT9 FY91 FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 12,426 16,322 17,564 17,564 18,286 19,049 29 250 250 250 258 268 787 1,182 1,089 1,089 1,130 1,184 3,134 0 0 0 0 0 16,376 17,754 18,903 18,903 19,674 20,501 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 16,263 17,754 18,903 19,674 20,501 113 --------- 0 0 0 0 16,376 --------- 171754 --------- 18,903 --------- 19,674 -------'- 20,501 124 ENERGY CONSERVATION PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ ENERGY COORDINATOR (PT) .50 .50 15,021 NONE BENEFITS 2,543 ----- ----- --------- TOTAL TOTAL .50 .50 17,564 NONE M TRANSFER TO: TOTAL 125 0 nw M RESOURCES CONSERVATION COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: The function of the Resources Conservation Commission is to serve as an advisory body to the City Council in areas relating to the research, review, and recommendation of policies, rules, regulations, ordinances, budgets and programs which involve energy and resource conservation. The Commission shall exercise broad responsibility and shall pay particular attention to long-range planning and programming. The Commission monitors the conservation program for City government operations and facilitates comprehensive energy strategies in the community to help stabilize the local economy and promote increased employment opportuni- ties. OBJECTIVES: 1. Promote community energy awareness. 2. Assist the Energy Coordinator in developing criteria for evaluating energy conservation measures and develop funding programs. 3. Continue making efforts to broaden the scope and function of the Resources Conservation Commission toward a more community -oriented function. 4. Continue media information program with help from Iowa -Illinois Gas & Electric and the Iowa City Press -Citizen. 5. Help area businesses conduct an annual "Homeowners Energy Fair." 6. Help area schools conduct an annual poster contest for "Energy Conservation Week." 126 TRAFFIC ENGINEERING PROGRAI4 DIVISION STATEMENT PURPOSE: Traffic Engineering installs and maintains traffic signs, pavement markings, traffic signals and the City -owned street lighting system of over 450 street lights as well as lighting in the central business district and city owned parking lots. Traffic Engineering also plans, evaluates and conducts intersection studies, traffic movements and appropriate controls. OBJECTIVES: 1. Maintain signal and street light corrective maintenance call outs at 350 per year. 2. Continue aggressive signal controller preventative maintenance. 3. Continued review of existing sign system for maintenance needs. 4. Continued street marking at current level. 5. Continued traffic and accident location analysis to determine trends and problems and propose corrective action. PERFORMANCE MEASUREMENTS: Est. Proj FY84 FY85 FY86 FY87 FY88 FY89 1. Number of Call Outs 604 367 375 449 350 350 2. flours spent on P.M. program 368 594 444 559 650 650 3. flours spent maintaining city-wide sign system 2584 1726 2828 2852 2500 2500 4. Hours spent street striping 708 1142 1070 1031 900 900 5. Hours spent on accident location analysis 736 788 832 528* 785 785 *FY87 accident location analysis was reduced due to a reduction in requests for accident analysis. 127 a L ✓v a� FY87 FY88 TRAFFIC ENGINEERING RECEIPTS: ACTUAL ESTIMATE RECEIPTS AND EXPENDITURES SUMMARY FY91 PROPOSAL PROJECTION -- FY89 BUDGET -- 67,711 8,348 7 5,000 21,816 5,000 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 645,450 PERSONAL SERVICES 242,102 249,619 262,955 228,564 238,364 248,841 634,759 COMMODITIES 52,903 50,431 51,909 51,909 53,494 55,673 SERVICES AND CHARGES 324,981 323,543 335,888 333,827 348,362 364,444 CAPITAL OUTLAY 14,773 --------- 3,500 --------- 3,500 3,500 3,605 3,749 TOTAL 634,759 627,093 --------- 654,252 --------- 617,800 --------- 643,825 --------- 672,707 128 FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX CHARGES FOR SERVICES 67,711 8,348 7 5,000 21,816 5,000 21,961 5,000 22,157 5,000 ROAD USE TAX MISCELLANEOUS 558,650 621,986 590,884 616,764 645,450 50 --------- 100 100 100 100 TOTAL 634,759 --------- 627,093 --------- 617,800 --------- 643,825 --------- 672,707 128 PERSONAL SERVICES: M.W.II - TRAFFIC ENGINEERING M.W.II - TRAFFIC ENG. SIGNS S%. NGINEER.TECH.-TRAFFIC ENG M.W.III - TRAFFIC ENGINEERING ELECTRICIAN ELECTRONICS TECHNICIAN TRAFFIC ENGINEER OVERTIME BENEFITS TOTAL a TRAFFIC ENGINEERING PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 20,340 1.00 1.1.00 01.00 1.0020 246039 949 2.00 2.00 49,206 1.00 1.00 26,903 1.00 1.00 39,074 5,840 ----- ----- --------- 42,213 8.00 7.00 228,564 NONE TRANSFER TO: TOTAL 129 CAPITAL OUTLAY: REPLACEMENT PARTS FOR LIGHTS 3,500 TOTAL 3_500 m M STREET SYSTEM MAINTENANCE PROGRAM DIVISION STATEMENT PURPOSE: The Streets Division provides high quality driving surface on City streets and bridges; provides routine maintenance and repair of streets, alleys, bridges, curb and gutter and sidewalks in order to maximize the life of the City's transportation facilities; and provides snow/ice control in a hazardous driving conditions. manner which will minimize OBJECTIVES: 1. Continue the crack sealing program and complete 5 miles of streets. 2. Continue the asphalt overlay program at current level. 3. Sweep 20 curb miles per unit per day (7 hours per day - 5 days per week each unit). 4. Provide a dust free, chuckhole free surface on unimproved streets; and repair concrete and asphalt streets as required. 5. Remove snow in a timely manner and minimize hazardous driving conditions. 6. Maintain storm sewer structures to control erosion. 7. Provide safe sidewalks at street crossings for all pedestrians including the handicapped. 8. Provide City wide leaf pickup in the fall. PERFORMANCE MEASUREMENTS: (Projected) (Projected) FY84 FY85 FY86 FY87 FY88 FY89 No. of miles crack sealed* 2.39 8 4.35 2.50 5 5 No. of blocks overlayed 20.5 29.9 19** 19** 19** 20 No. of blocks chipsealed 29 27 0** 25 25 Sweeping: curb miles per 20 19 20 20 20 20 unit per day No. of spot repairs and 5035 2100 3160 3190 3300 3300 chuckholes filled per year*** Labor hours per inch of snow 98**** 285 142**** 200 285 285 Storm sewer structures 7 27 21 44 25 30 reconstructed per year V 130 M 0 (Projected) (Projected) FY84 FY85 FY86 FY87 FY88 FY89 to No. of ramped sidewalks built# 15 16 25 46 15 25 at intersections per year Leaf loads picked per year in 282 154## 176## 186 190 190 fall *Crack sealing work is performed during dry weather when the temperature is between 400 and 600 to prevent tracking by vehicles. Therefore crack sealing work can vary considerably from year to year. **Overlay and chipseal program was reduced in order to return $80,000 to the General Fund for other transportation uses. ***The number of spot repairs and chuckholes varies greatly depending on weather conditions. The annual norm for such repairs is approximately 3,300. ****Low number was due to more ice storms than snow storms. #Ramped sidewalks are built in conjunction with street repair work. There is not a special program for ramped sidewalk construction in the Street System Maintenance budget. ##Problems encountered in FY84, along with weather conditions in FY85 and FY86 favorable for burning, mulching, or bagging leaves, combined to result in a reduced demand for this service. 131 v 00 J STREET SYSTEM MAINTENANCE RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT 9 REQUEST BCITY TMGR PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 473,437 113,392 541,912 236,988 572,490 257,888 572,490 596,901 623,299 SERVICES AND CHARGES CAPITAL OUTLAY 367,675 359,342 344,634 201,168 390,634 207,262 406,523 215,638 427,631 TRANSFERS OUT 224,453 0 260,000 283,5000 20,000 20,000 250,000 3,500 1,146,550 3,500 1,431,822 0 0 0 TOTAL 1_178_957 1_398_242 1_458_512 1_184_292 1_230_686 1_516_568 132 FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX CHARGES FOR SERVICES 46,542 201 7,038 79,952 80,269 80,696 ROAD USE TAX MISCELLANEOUS 1,131,754 3 000 1,3881,100 3,500 1,100,550 3,500 1,146,550 3,500 1,431,822 550 TOTAL 1_178,957 1_398_242 1_184_292 1,230,686 1,516,568 132 STREET SYSTEM MAINTENANCE PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ W.I — STREETS 5.00 5.00 94,176 ASPHALT OVERLAY W.II — STREETS 4.00 4.00 84,136 CLERK/TYPIST — STREETS 1.00 1.00 20,893 TOTAL W.III — STREETS 5.00 5.00 120,720 M.W. — STREETS 2.00 2.00 49,391 ST. SUPT. — STREETS 1.00 1.00 28,821 'REET/SANITATION SUPT .50 .50 19 160 20 MPORARIES 'ERTIME 28,671 NEFITS ----- 106,408 --------- TOTAL ----- 18.50 18.50 572,490 *Partial funding is shown here (see Refuse Collection and Landfill Operations). TRANSFER TO: NONE 0 TOTAL 0 133 20,000 20_000 FORESTRY PROGRAM DIVISION SrATEMENT PURPOSE: The Forestry Division provides quality care of established city trees by utilizing sound arboricultural practices, maintains a tree planting program for city streets and parks, advises city residents about tree and shrub planting in street rights-of-way, establishes flower beds in city parks, dispenses information to the public concerning arboricultural problems, and assists other city departments in managing insert, disease or other landscaping problems. OBJECTIVES: 1. Annually trim 1,300 street trees with Division personnel. 2. Trim or remove all known hazardous city trees with Forestry personnel when possible, or by contracted means when the trees are beyond Division's equipment capabilities. 3. Trim fifty percent of all specimen trees and shrubs in Hickory Hill Arboretum annually. 4. Fertilize and mulch 50% of the trees and shrubs in Hickory Hill Arboretum annually. 5. Assist city residents in making better informed arboricultural and horticultural decisions by speaking to civic organizations within the community, and by offering a public tree maintenance seminar. 6. Annually transplant 100 trees from the Scott Boulevard nursery; 50 trees during each fall and spring planting season. 7. Computerize all service requests, street tree inventory information, and other Forestry records. PERFORMANCE MEASURES: I. No. of street trees trimmed by Division 2. No. of street trees trimmed by contract 3. No. of trees trimmed in city parks by contract 4. No. of street trees planted 5. No. of trees planted beyond sidewalk (on private property) 6. % of division work hours spent on flower beds 7. % of Hickory hill trees and shrubs trimmed and fertilized FY84 FY85 FY86 FY87 Proj. FY88 Proj. FY89 370 1,040 1,237 1,444 1,300 1,300 0 69 64 74 60 50 134 75 71 77 80 70 34 68 84 76 50 80 20 21 17 14 20 20 21% 15% 16% 10% 17% 17% 0% 0% 53% 46% 50% 50% 134 V P FY87 ACTUAL FORESTR%HORTICULTURE FY89 CITY MGR PROPOSAL FY90 PROJECTION FY91 PROJECTION RECEIPTS: XPENDITURES SUMMARY 123,167 122,395 127,217 132,849 MISCELLANEOUS 21227 RECEIPTS AND _---1_900 ----1,900 TOTAL 129,438 -1_300 _-124,467 _124,295 _-129,117 PY67 FY88 - FY89 DEPT BUDGET -- CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 69,798 74,763 3,583 77,464 3,772 77,464 3,772 80,639 3,895 83,996 4,066 COMMODITIES SERVICES AND CHARGES 3,030 42,091 38,436 40,739 40,739 42,194 44,202 CAPITAL OUTLAY 14,519 ----2,320 ----21320 ----2,389 ----21485 TOTAL ----7,685 -_129_438 124,467 124,295 124,295 129,117 134,749 FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR PROPOSAL FY90 PROJECTION FY91 PROJECTION RECEIPTS: PROPERTY TAX 127,211 123,167 122,395 127,217 132,849 MISCELLANEOUS 21227 ----1,900 _---1_900 ----1,900 TOTAL 129,438 -1_300 _-124,467 _124,295 _-129,117 -_134,749 135 2 w PERSONAL SERVICES: M.W. II - FORESTRY FORESTER HORTICULTURIST TEMPORARIES OVERTIME BENEFITS TOTAL FORESTRY/HORTICULTURE PROPOSAL FOR FY89 NONE TRANSFER TO: TOTAL 136 m CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 1.00 1.00 19,031 100 TREES FOR NURSERY 1,910 1.00 1.00 311087 CHAIN SAW 410 161750 390 TOTAL 2,320 ----- ----- --------- 10,206 =-------- 2.00 2.00 77,464 NONE TRANSFER TO: TOTAL 136 m CEMETERY PROGRAM DIVISION STATEMENT PURPOSE: Provide a dignified, well-maintained setting for interments at Oakland Cemetery, assist the general public with lot locations, deed transactions, and cemetery lot sales, and keep and maintain up-to-date records. Provide grounds maintenance at the Civic Center, and five other City -owned properties, plus snow removal at five additional locations. OBJECTIVES: 1. Continue to systematically replace the even age stand of deteriorating trees within the cemetery. 2. Ensure that a minimum of 90% of the work time of the crew is spent on cemetery maintenance. 3. Repair 110 settled graves by June 30, 1989. 4. Repair 120 monuments by June 30, 1989. 5. Prepare a minimum of 50 detailed drawings of burial lots by June 30, 1989. 6. Continue filling, grading and seeding of a new area for 110 grave spaces as time permits. PERFORMANCE MEASUREMENTS: 1. No. of cemetery trees planted No, of cemetery trees removed 2. % of work time of crew at cemetery 3. No. of cemetery graves repaired 4. No. of monuments repaired by crew 5. No. of monuments repaired by contract 6. No. of new graves pinned out 7. No. of detailed drawings of burial lots 8. No. of funerals per year V 137 Proj. Proj. FY84 FY85 FY86 FY87 FY88 FY89 7 5 5 12 8 5 4 4 8 3 5 5 89.5 91.3 93.2 93.3 90 90 151 145 140 140 130 110 139 138 130 130 120 110 34 29 27 25 15 10 47 72 28 0 0 0 55 64 9 50 50 50 72 75 76 66 70 70 137 CEMETERY RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 99,795 104,496 110,386 110,386 115,110 120,227 COMMODITIES 6,056 7,063 7,599 7,599 7,838 8,167 SERVICES AND CHARGES 18,463 20,114 21,803 21,592 22,435 23,543 97,059 1,8865 10,050 BURIAL PERMITS 375 6 77 375 TRANSFERSOUT 0 --------- --------- 3,777 --------- 3,777 ---1'111-- 3;7105 -----1777 3,777 TOTAL 126,200 141,723 149,670 143,729 155,265 --------- 156,089 v n 138 A FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 RECEIPTS: PROPOSAL PROJECTION PROJECTION PROPERTY TAX 91,472 95,396 97,059 108,395 109,019 BURIAL PERMITS 28,217 31,165 41,670 411,670 411,670 PERPETUAL CARE 6,511 ---1111-- 15,162 --------- 5,000 --1111--- 5,200 --------- 5,400 TOTAL 126,200 141,723 143,729 155,265 --------- 156,089 v n 138 A PERSONAL SERVICES: M.W.II - CEMETERY M.W.III - CEMETERY SR. M.W. - CEMETERY TEMPORARIES OVERTIME BENEFITS TOTAL CEMETERY PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 1.00 1.00 20,156 5 REPLACEMENT TREES 375 1.00 1.00 23,171 --------- 1.00 1.00 29,875 TOTAL 375 16,079 20,262 3.00 3.00 110,386 TRANSFER TO: REPAY LOAN - PERPETUAL CARE TOTAL 139 3,777 ----3,777 u POLICE ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: The Police Administration unit provides management services for all divisions within the Police Department. It is directly responsible for the discipline, maintenance of good order, training and assignment of all members of the department. In addition, the unit is ultimately responsible for the suppression of crime and delinquency, the apprehension of offenders and the enforcement of the laws and ordinances of the State and City. OBJECTIVES: 1. Maintain a comprehensive departmental training program designed to meet departmental/community needs. 2. Assure a reasonably prompt response to all citizen -generated or employee requests for assistance. 3. Continue to review departmental policies and procedures as a method to prepare for eventual national certification of the agency. 140 e J POLICE RECEIPTS AND AEXPENDITURESNSUMMARY EXPENDITURES: FY87 ACTUAL FY88 -- FY89 BUDGET -- ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 138 248 •397 143 625 153,432 152,987 SERVICES AND CHARGES CAPITAL OUTLAY 17 772 ,626 19,667 641 641 33,949 31,749 159,349 166,128 ------_-_ 4,045 p 0 19,0530 19,794 TOTAL 157,043 ---67-71- 167,710 -----5022 555--5 188,022 "' 5555----- 179,063 4444__ 0 --185,377 166,609 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR PROPOSAL FY90 PROJECTION PROJECTION PROPERTY TAX POLICE SERVICES PROPERTY TAX TRANSFER 131 026 10 023 ' 146,067 166 165 154 165 161,532 TOTAL 15 994 ---57_04_ -__16,214 17,485 5555----- 18,184 6,165 18 912 157,043 4444_ _ _167,710 ------___ 185,377 ---5555-- --------- 179,063 -----� 186,609 141 PERSONAL SERVICES: ADMIN. SEC. - RECORDS SUPR DEPUTY POLICE CHIEF POLICE CHIEF OVERTIME BENEFITS TOTAL V POLICE ADMINISTRATION PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 26,274 NONE 1.00 1.00 41,936 1.00 1.00 55,500 ----- ----- --------- 28,649 3.00 3.00 152,987 NONE TRANSFER TO: TOTAL 142 CAPITAL OUTLAY: TOTAL D ?f` POLICE PATROL PROGRAM DIVISION STATEMENT PURPOSE: The Patrol Division provides general police services in Iowa City. These tasks include accident investiga- tion; speed and traffic control; preliminary and some follow-up criminal investigation; general crime suppression control and the provision of a great number of routine public services such as unlocks, ambulance call assistance, fire calls, routine transports and deliveries, and parking responses. OBJECTIVES: 1. Directed patrol activities will be continued and strengthened as a substitute for random patrol. Directed patrol will be aimed at the reduction of auto accidents and the suppression and reduction of selected crimes and acts of delinquency occasioned by patrol needs as indicated by called for services (CFS) in the several patrol districts. PERFORMANCE MEASUREMENTS: Performance will be measured by comparison of called for services (CFS) to arrests, citations and tickets (ACT) issued; and also be an historical comparison of reported motor vehicle accidents. Called for Services (CFS) Compared to Arrests Citations and Tickets (ACT) Issued Quarter CFS FY84 ACT CFS FY85 ACT CFS FY86 ACT CFS FY87 ACT CFS FY88 ACT CFS FY89 ACT 1 9219 8131 9493 7660 8803 8723 8363 8948 7504 8923 -- - 2 8326 9023 8857 10,148 8371 9443 *6971 8712 3 7511 10,119 8060 9833 6434 11,004 6584 10,866 - - - 4 8515 6208 9114 8353 8352 10,543 7625 8978 -- - Total 3 57I W 33 5�T 3,r,,jVq 3TVbU '713 TTPT-37 W *Computer run starts. New method of computing activities through a combining of responses. 143 u d Reported Motor Vehicle Accidents Quarter FY81 FY83 FY83 FY84 1 721 767 571 656 2 668 684 653 757 3 615 679 536 665 4 703 532 578 553 Total 2,707 2,662 2,338 2,631 FY85 FY86 FY87 FY88 FY89 678 685 608 621 730 650 640 -- 709 567 613 626 521 541 - 2,743 2,423 2,402 144 0 a POLICE PATROL RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES:FY87 ACTUAL FY88 ESTIMATE -- FY89 BUDGET -- DEPT CITY MGR REQUEST PROPOSAL FY90 FY91 PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES SERVICES 1,580,519 53,369 1,690,135 74,124 1,799,592 1,793,361 73,856 1,869,197 1,950,778 AND CHARGES CAPITAL OUTLAY 63,827 81,601 51 056 66 512 64;512 66;671 69;587 59 644 --------- , ---93,220 - 128,065 105,590 1081532 112,571 TOTAL 1_757_359 1,9391080 2_068_025 2_014_519 2_098_452 2_191_394 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR FY90 PROPOSAL PROJECTION FY91 PROJECTION PROPERTY TAX POLICE SERVICES MOTEL TAX 1,416,667 lq 45571,717,828 1,592,911 1,6391932 1,792,297 PROPERTY TAX TRANSFER 109,857 216,378 105,270 112 200 17,555 114,444 17,555 116,732 TOTAL --�--- 1_757_359 --���=074 1_939,080 --244_832 2,014,519 --254,625 264,810 2,098,452 2,191,394 ]45 is POLICE PATROL PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ POLICE OFFICER 37.00 37.00 1,065,386 3 TYPEWRITERS 2,190 POLICE SERGEANT 6.00 6.00 221,029 PISTOLS & HOLSTERS 7,500 POLICE CAPTAIN 2.00 2.00 79,685 SQUAD ROOM FURNITURE 1,500 OVERTIME 50,000 7 PATROL VEHICLES 80,500 BENEFITS 372,761 REPLACE 1 4X4 VEHICLE 13,900 SPECIAL BEN. (POLICE & FIRE) 4,500 --------- TOTAL _ ____ 45.00 __ 45.00 1,793,361 TOTAL 105,590 =________ TRANSFER TO: NONE 0 TOTAL 0 T 146 V V CIO CRI141NAL INVESIIGAfION PROGRAM DIVISION STATEMENT PURPOSE: The Criminal Investigation Division of the Iowa City Police Department performs initial and follow-up investigations on all felonies and most serious misdemeanors. The Division attempts to ensure the arrest of all offenders in these crimes or the clearance of offenses through investigative processes. OBJECTIVES: 1. Provide investigative and referral services that equal or surpass the level provided in FY88. 2. Continue to provide "quick response," on-call personnel for investigative services and line unit support. 3. Improve protection consultation to business and neighborhood units. PERFORMANCE MEASUREMENTS: 1. The number of cases assigned to the Division will be compared to the clearance rate as measured by arrest and investigative clearance. These do not reflect nature or seriousness of crime. Investigations Assigned (A) as Compared to Clearance Rates (C) Quarter (A) FY84 (C) (A) FY85 (C) (A) FY86 (C) (A) FY87 (C) (A) FY88 (C) (A) FY89 (C) 1 163 87 289 171 284 161 304 206 228 173 2 219 143 261 168 271 173 283 213 3 251 174 317 182 321 192 319 209 Total 901 1a3 1099 191 712 311_1 314 220 841 - 57 147 V FY87 POLICE CRIMINAL INVESTIGATION ACTUAL ESTIMATE CITY MGR RECEIPTS AND EXPENDITURES SUMMARY RECEIPTS: PROPOSAL PROJECTION PROJECTION PROPERTY TAX 223,654 -- FY89 BUDGET -- 241,950 252,718 PROPERTY TAX TRANSFER 30,501 30,777 --------- FY87 FY88 DEPT CITY MGR FY90 FY91 276,358 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 228,241 230,430 244,963 244,120 254,500 265,762 COMMODITIES 2,211 3,102 3,363 3,363 3,466 3,603 SERVICES AND CHARGES 4,026 5,989 5,005 5,005 5,217 5,489 CAPITAL OUTLAY 19,677 10,000 28,520 14,960 131175 13,649 TOTAL 254,155 249,521 281,851 267,448 276,358 288,503 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 RECEIPTS: PROPOSAL PROJECTION PROJECTION PROPERTY TAX 223,654 218,744 234,363 241,950 252,718 PROPERTY TAX TRANSFER 30,501 30,777 --------- 33,085 --------- 341408 --------- 35,785 --------- --------- TOTAL 254,155 249,521 267,448 276,358 288,503 148 P PERSONAL SERVICES: POLICE OFFICER POLICE SERGEANT OVERTIME BENEFITS SPECIAL BEN. (POLICE & FIRE) TOTAL Nu u` a POLICE CRIMINAL INVESTIGATION PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 5.00 5.00 147,640 1 UNMARKED VEHICLE 1.00 1.00 361970 REPLACE 2 CAMERAS 4,000 4 FINGERPRINT KITS 51,910 2 TYPEWRITERS ----- ----- 2 BINOCULARS 6.00 6.00 ----3-600 244,120 TOTAL NONE TRANSFER TO: TOTAL 149 11,500 600 800 1,460 600 14,960 RECORDS & IDENTIFICATION PROGRAM DIVISION STATEMENT PURPOSE: Records and identification maintains documentation of all departmental activities; makes available statis- tical summaries, as needed; retains records required by state and federal law; assures staffing of radio and telephone communications; and performs polygraphic, photographic and other identification services as needed. OBJECTIVES: 1. Produce timely and accurate reports and necessary statistics required for operational purposes and as demanded by law. 2. Continue to update and improve computerized records system to gain greater useful output from the sys tem. PERFORMANCE MEASUREMENTS: The number of actual reports and records generated in prior years will be compared to the total generated in FY89 as a positive appraisal of work product. In addition, a similar process will be used to evaluate internally and externally generated requests for documents, records and identification services usage. Documents Filed (DF) & Reports Requested by all Agencies (Rea.) R Quarter DF FY85 Req. OF FY86 Req. OF FY87 Req. OF FY88 Reg. OF FY89 Req. 1 38,117 2,191 39,000 2,600 40,653 3,047 41,674 3,189 -- 2 39,616 2,380 41,764 2,937 40,792 3,134 -- - -- 3 38,192 3,251 39,712 2,903 41,756 3,418 4 36 144 T49;d8T-1T 3 128 933' 40,251 T6FM—T1 3,191 63T 39,894 M—,OW —FF 2,919 - - -- 150 M A D POLICE RECORDS & IDENT. RECEIPTS AND EXPENDITURES SUMMARY FY87 FY87 FY88 -- FY89 DEPT BUDGET -- CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 220,837 235,363 251,370 251,370 262,108 273,737 COMMODITIES SERVICES AND CHARGES 3,119 44,880 5,758 24,521 5,983 38,545 5,983 38,545 6,164 39,824 6,411 41,547 CAPITAL OUTLAY ------449 26,508 ---72,540 TOTAL 269,285 292_150 368,438 --_64_460 -_360,358 ---28,910 337,006 ---28,427 350,122 FY87 FY88 FY89 ACTUAL RECEIPTS: ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX 266,650 POLICE SERVICES 2,635 289,051 3,099 357,259 333,907 347,023 3,099 3,099 3,099 TOTAL _-269_285 -_292_150 -_360_358 337_006 350_122 151 Y O POLICE RECORDS & IDENT. PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ CLERK/TYPIST - POLICE RECORDS 2.00 2.00 39,700 C.O.P.'S SOFTWARE UPGRADE 3,000 POLICE DESK CLERK 2.00 2.00 41,786 COMPUTER PURCHASE/REPLACEMENT 22,000 SR.CLERK/TYPIST-POLICE RECORD 1.00 1.00 21,414 40 -TRACK LINE RECORDER 35,000 POLICE DISPATCHER 3.00 3.00 64,534 REVISING CRIME REPORT SOFTWARE 31000 SR RADIO DISPATCHER -POLICE 1.00 1.00 241603 2 ELECTRIC TYPEWRITERS 1,460 POLICE DESK CLERK (PT) .50 .50 9 405 ________ TEMPORARIES 1,680 TOTAL OVERTIME 500 ---64,460 BENEFITS ----- ----- 47,748 --------- TOTAL 9.50 ---------- ----- 9.50 --------- -------------- 251,370 NONE TRANSFER TO: TOTAL 152 Yrt V $/ 00 M ADULT CROSSING GUARD PROGRAM PROGRAM DIVISION STATEMENT PURPOSE: Provide an adult crossing guard at particularly hazardous crossings used by school children. OBJECTIVE: 1. As nearly as possible, assure the safe crossing of school children at crossings deemed to be difficult or dangerous. PERFOR14ANCE MEASUREMENTS: Number of Guards Regularly Employed + Additional Guards and Disposition the Number of of Requests for Requests School Year Regulars .� Requests and Dispositions 1979-80 1980-81 12 + 1 supervisor 2 1 temporary added 12 + I supervisor 0 0 1981-82 1982-83 9 & no supervisor 1 none added 1983-84 9 & no supervisor 9 & 1 none added 1984-85 no supervisor 0 none added 1985-86 10 & no supervisor 10 & I 1 added 1986-87 no supervisor 10 & 0 0 1987-88 no supervisor 9 & 0 0 - may reduce by 1 1988-89 no supervisor 10 + 1 Temporary 0 2 0 1 + 1 temporary 153 as a result of signalization 154 O F RECEIPTS SCHOOL CROSSING GUARDS AND m - EXPENDITURES SUMMARY W EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 BCITYTMGR REQUEST FY90 FY91 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 25,590 25 29,800 32,226 35,726 34,360 35,735 SERVICES AND CHARGES 250 250 250 258 268 ----2,968 --------0 0 0 0 0 TOTAL ---28,583 --------- 30,050 ------ ------------------ 32,476 35,976 --- ______ --------- ---34-618 --------- 36,003 -----�--- FY87 FY88 'FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX ---28,583 30,050 --------- 35,976 --------- 34,618 36,003 TOTAL 28,583 30,050 35,976 --------- 34,618 --------- 36,003 154 O F SCHOOL CROSSING GUARDS PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ TEMPOBENEFITS 32,300 NONE ___ _ 3_426 TOTAL _00 -__00 35,726 TOTAL NONE a TRANSFER TO: TOTAL 155 A I. Minimize the number of fire starts in Iowa City through code development, code enforcement, and public education efforts. 2. Minimize loss of life and property by providing a timely and well -coordinated response to fires and medical emergencies. 3. Reduce the risk of fatal heart attack through public education efforts targeted at city employees and citizens in general. 4. Increase the effectiveness of departmental operations through continued training and education of departmental personnel. 5. Continue computerization of Fire Department records. 6. Develop the ability to deal effectively with hazardous materials incidents that may occur in Iowa City. 156 FIRE DEPARTMENT PROGRAM DIVISION STATEMENT PURPOSE: V® The purpose of the Fire residents of Iowa City Department is to reduce the risk of death, injury, from fire, medical emergency, and/or property loss to Department provides a or community disaster. To fulfill this purpose, the well -coordinated and timely response to public safety in the emergencies within community through preventative activities Iowa City, and enhances education programs. such as code enforcement and public OBJECTIVES: I. Minimize the number of fire starts in Iowa City through code development, code enforcement, and public education efforts. 2. Minimize loss of life and property by providing a timely and well -coordinated response to fires and medical emergencies. 3. Reduce the risk of fatal heart attack through public education efforts targeted at city employees and citizens in general. 4. Increase the effectiveness of departmental operations through continued training and education of departmental personnel. 5. Continue computerization of Fire Department records. 6. Develop the ability to deal effectively with hazardous materials incidents that may occur in Iowa City. 156 is, K 157 PERFORMANCE MEASUREMENTS: �t Actual Actual Actual Actual Actual Proj. Proj. FY83 FY84 FY85 FY86 FY87 FY88 FY89 Total Responses 1,293 1,453 1,581 1,272 1,354 1,391 1,391 Fire Responses 907 1,047 1,079 760 927 944 944 Actual Fires 297 329 284 298 288 2.99 299 Medical Emergencies 386 406 502 512 427 447 447 Total Fire Loss $1,165,524 $664,949 $643,218 $507,966 $233,922 $512,514 $512,514 Loss Per Capita $22.85 $13.04 $12.61 $9.96 $4.59 $10.05 $10.05 Loss Per Fire $3,924 $2,021 $2,265 $1,705 $812 $1,700 $1,700 Avg. Response Time (Min) 3.3 3.5 3.4 3.0 3.4 3.3 3.3 Fires Per 1,000 5.8 6.5 5.6 5.8 5.6 5.9 5.9 Suspicious or Incendiary Fires 44 26 33 31 36 34 34 Inspections 2,789 2,506 2,024 2,859 2,561 2,548 2,548 Reinspections * * * * * 800 800 CPR classes * 39 24 73 38 45 45 Public Education Demonstrations * * * 159 143 150 150 Firefighter Training/Month 14.3 14.2 14.5 14.3 13.2 14 14 *Date not available. The above measurements provide a general sense of the effectiveness of departmental operation. Fire department effectiveness is difficult to measure quantitatively. The actual numbers of fires prevented, lives saved, and/or property saved by departmental actions can never really be determined. is, K 157 V a EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TRANSFERS OUT TOTAL RECEIPTS: PROPERTY TAX LICENSES & PERMITS CHARGES FOR SERVICES UNIVERSITY FIRE CONTRACT FEDERAL REVENUE SHARING PROPERTY TAX TRANSFER MISCELLANEOUS TOTAL RECEIPTSFIRE A D DEPTENT EXPENDITURES SUMMARY FY87 FY88 DEPT9 SCITYTMGR ACTUAL ESTIMATE REQUEST PROPOSAL 1,892,006 41,067 1,952,288 33,190 2,044,533 40,930 2,034,224 41,430 69,029 32,630 58,319 489,061 155,376 57,246 144,998 32,530 0 0 0 0 2,034,732 2,532,858 2,298,085 2,253,182 FY87 ACTUAL 1,259,762 0 77 391,097 374,782 8,317 2,034,732 FY88 ESTIMATE 1,2615 1 802 418,371 445,024 401,752 99 2,532,858 158 FY89 CITY MGR PROPOSAL 1,410,948 2,385 428,832 410,1370 78 2,253,182 PROJECTION PROJECTION 2,120,570 2,214,119 36,279 38,140 162,937 171,075 15,080 6,550 0 0 2,334,866 2,429,884 0 PROJECTION PROJECTION 1,454,713 2,385 02 450,346 1,510,561 2,802 8 472,454 426,542 78 443,604 78 2,334,866 2,429,884 V R 9 a PERSONAL SERVICES: CLERK/TYPIST )LICE & FIRE) TOTAL FIRE DEPARTMENT PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 36.00 36.00 928,732 2 6.00 6.00 171,678 R1 3.00 3.00 93,492 RI 1.00 1.00 21,305 1 1.00 1.00 36,145 RI 3.00 3.00 116,341 w 1.00 1.00 50,421 RE 1 12,700 00 RE E 562600 0;635 15 27,775 4 __ 51-00 51.00 2,034,224 4 NONE TRANSFER TO: TOTAL 159 CAPITAL OUTLAY: TOTAL 0 SPRINGS E 1,500 4,770 3,600 280 1,200 2,000 840 500 9;050 1,500 980 1,360 32,530 V ANIMAL CONTROL PROGRAM DIVISION STATEMENT PURPOSE: Provide community protection and animal services through administration of the Animal Control Ordinance, effective enforcement, progressive shelter management and community education, and continue to effec- tively administer the City's computerized pet licensing system thereby increasing revenues while responding to the community's need for a simple and convenient program. OBJECTIVES: 1. Maintain current level of service to the public with present number of employees and operating hours. 2. Work towards comprehensive renovation plan for Animal Shelter facility. 3. Continue to expand public education programs, materials and media exposure. PERFORMANCE MEASUREMENTS: Number of Licenses sold and Revenue (L = Licenses, R = Revenue) Quarter (L) FY84 (R) (L) FY85 (R) (L) FY86 (R) (L) FY87 (R) (L) FY88 (R) 1 2717$ 1,322 295/$ 1,054 242/$ 849 233/$ 1,492 2907$1,885.25 2 569/$ 2,656 284/$ 1,128 217/$ 1,302 133/$ 961 - - 3 1,894/$ 7,850 2,043/$ 9,127 2,034/$14,382 1855/$12,576 - - 4 297/$ 1,143 278/$ 1,687 432/$ 3,509 444/$ 3,415 - - Total 3,031%$12,971 2,900 12,996 2,_9 _25-f T20,042 2,665 18,444 Education Programs Presented: Children & Adults Reached Year No. of Programs No. People FY81 11 379 FY82 14 420 FY83 11 490 FY84 13 365 FY85 15 425 FY86 10 250 FY87 13 567 FY88 (Projected) 7 300 FY89 (Projected) 5 250 160 (L) FY89 (R) N 0 Citizen Generated Responses for Service Quarter FY83 FY84 FY85 FY86 FY87 FY88 FY89 1 352 301 317 281 243 320 - 2 268 251 229 193 248 -- 3 279 220 225 220 235 -- 4 305 273 280 275 310 -- 1,204 1,0-9 1,05T TO TM 161 162 a ANIMAL CONTROL RECEIPTS AND EXPENDITURES SUMMARY ( o EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT 9 BCITY TMGR REQUEST FY90 FY91 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 108,410 5,212 113,129 5,622 117,467 117,467 122,383 127,645 SERVICES AND CHARGES CAPITAL OUTLAY 13,295 11,933 6,601 6,436 13,765 13,765 6,659 14,210 6 968 14 756 TRANSFERS OUT 5,458 13,700 0 0 ' 0 --------- 0 --------- 0 20,500 20 500 20,500 TOTAL 132,375 144,384 --------- --------- 137,833 158,168 --------- 163,752 --------- 169,869 FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX ANIMAL IMPOUNDING & BOARD 101,410 30,965 113,151 31,233 116,638 122,222 128,339 41,530 TOTAL 132,375 144,384 ---41_530 158,168 163,752 _--41,530 169,869 162 a PERSONAL SERVICES: ANIMAL CONTROL OFFICER ANIMAL CONTROL SUPERVISOR TEMPORARIES OVERTIME BENEFITS TOTAL ANIMAL CONTROL PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 3.00 3.00 65,061 NONE 0 1.00 1.00 30,534 --------- 848 TOTAL 0 1,200 ----- ----- --------- 19,824 4.00 4.00 117,467 TRANSFER TO: REPAY LOAN FROM LANDFILL TOTAL S` pi 163 P 20,500 20,500 a HOUSING AND INSPECTION SERVICES ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Provide supervisory and clerical support for the Department of Housing 8 Inspection Services and the appropriate boards and commissions related to the department including the Electrical Board, Plumbing Board, Housing Commission and Board of Appeals. OBJECTIVES: 1. Assist all divisions within the department in meeting their objectives and promote a higher degree of supervisory, administrative and professional development and performance by all division heads. PERFORMANCE MEASURES: 1. Submit all Federal, State, and local reports as required. 2. Implement departmental policies and programs consistent with City Council goals Comprehensive Plan and programs of the various Boards and Commissions. 3. Completion of all assigned projects and schedules prescribed by the City Manager. 4. Report on a regular basis the activity of all divisions indicating inspection and ties in administering the Building, Housing, Fire, Electrical, Plumbing, Nuisance, 164 and objectives, the enforcement activi- and Zoning Codes. WA Ps EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: PROPERTY TAX HOUSING PERMITS & INSPECT TOTAL H.I.S. ADMINISTRATION RECEIPTS AND EXPENDITURES SUMMARY FY89 BUDGET FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 70,145 75,789 80,782 80,782 84,218 87,932 768 11090 863 863 889 924 7,788 7,978 8,119 7,869 8,139 8,498 0 --------- 51900 --------- 0 --------- 0 --------- 0 --------- 0 78,701 90,757 89,764 89,514 93,246 --------- 97,354 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR PROPOSAL 78,365 90,335 89,164 ------336 ---------422 78,701 90,757 ------350 89,514 114.E PROJECTION PROJECTION 92,896 97,004 ---350 ------350 93,246 97,354 PERSONAL SERVICES: CODE ENFORCEMENT ASST. H.I.S. DIRECTOR TEMPORARIES BENEFITS 0 tolt #A 0 H.I.S. ADMINISTRATION PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 22,783 NONE 1.00 1.00 43,950 210 ----- ----- --------- 13,839 2.00 2.00 80,782 NONE TRANSFER TO: TOTAL 166 CAPITAL OUTLAY: TOTAL BUILDING INSPECTION PROGRAM DIVISION STATEMENT PURPOSE: Provide required inspection, permitting, licensing and enforcement measures as required by all City regula- tory codes and the State regulatory codes; provides assistance to the City Clerk in inspections for liquor licenses, dance permits and smoking ordinance; assists the City Manager and Council in developing new ordinances; and provides technical support to housing inspectors and federally assisted housing programs. Maintain a consistent level of enforcement of all codes regulated by this division and research, develop and enforce codes and ordinances consistent with the intent and policy of the City Council.* OBJECTIVES: I. Conduct plan reviews for all but the most complex plans within 7 days after receipt of applications. 2. Maintain and provide the public with information on building safety. 3. Respond in a timely manner to all citizens' questions/complaints concerning Code requirements. PERFORMANCE MEASURES: 1st Qtr. FY84 FY85 FY86 FY87 FY88 Number of sign permits 220 377 94 Number of electrical permits -- 451 429 449 149 Number of plumbing permits 217 186 255 60 Number of mechanical permits 200 153 167 85 Number of building permits 367 457 444 524 144 Dollar amount $33,780,250 $20,856,318 $25,370,523 $20,168,305 $6,918,754 Number of field inspections 4,208 5,009 4,496 5,345 1,372 Number of plans checked 392 485 528 558 158 Average turnaround time 6 days 5 days 5 days 5 days 5 days Number of complaints 296 244 348 380 59 Number of violation orders 64 221 197 333 58 Number of compliances 100 298 210 325 58 Cost of administration of program 165,305 148,835 163,080 170,145 47,935 Revenues generated 240,989 126,748 141,949 160,479 47,440 Revenues as % of operating cost 146% 85.2% 87% 94.3% 99% *The interrelation of the number of permits issued, the complexity of construction projects, the shift in priorities of the Council and administration, and the expansion of enforcement responsibilities caused by new codes and ordinances will affect the quantity of attention to any one aspect of code enforcement. 167 PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: BUILDING INSPECTION RECEIPTS AND EXPENDITURES SUMMARY -- FY89 BUDGET -- FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 156,263 164,710 174,532 174,532 182,027 190,165 1,730 1,564 2,740 2,740 2,822 21935 12,256 17,480 15,149 12,849 15,692 15,302 0 0 0 0 0 0 170,249 183,754 192,421 190,121 200,541 208,402 FY87 FY88 ACTUAL ESTIMATE PROPERTY TAX 9,769 26,865 BUILDING PERMITS & INSPEC 160,480 156,889 --------- --------- TOTAL 170,249 183,754 168 FY89 CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 29,248 41,028 47,529 160,873 --------- 159,513 --------- 160,873 --------- 190,121 --------- 200,541 --------- 208,402 --------- 9 H W F PERSONAL SERVICES: BUILDING INSPECTOR SR. BUILDING INSPECTOR TEMPORARIES BENEFITS TOTAL BUILDING INSPECTION PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 4.00 4.00 107,612 NONE 1.00 1.00 33,798 ----- ----- 32,950 72 --------- 5.00 ----- ----- ----- ----- 5.00 174,532 --------- --------- NONE TRANSFER TO: TOTAL 169 CAPITAL OUTLAY: TOTAL HOUSING INSPECTION PROGRAM DIVISION STATEMENT PURPOSE: Ensure that housing facilities are of the quality necessary to protect and promote the health, safety, and welfare of not only those persons utilizing these facilities, but the general public as well through the enforcement of the housing Code by the inspection of rental units. Investigate citizen complaints to the satisfaction of the community and provide licensing of rental units as prescribed by the Housing Code. OBJECTIVES: 1. Ensure that the quality of rental housing and owner -occupied housing will not deteriorate from the level which has been achieved to date. 2. Assure by inspection, enforcement and education that hazardous conditions which contribute to loss of WE and property by fire are eliminated. 3. Inspect all rental property in the community; multi -family every two years; duplex every three years; anc single family every four years. 4. Provide technical assistance to the Housing Commission, Board of Housing Appeals, City Manager, City Council and other departments. 5. Respond to citizen questions concerning Housing Code Enforcement. 6. Provide information and assistance to citizens appealing enforcement decisions. 7. Investigate and resolve citizen complaints. 8. Hold meetings with other organizations within the community concerning Housing Code enforcement regulations and procedures, e.g. Protective Association of Tenants, Board of Realtors. 9. Provide training seminars for members of the Board of Housing Appeals. PERFORMANCE MEASURES: 1st qtr. FY82 FY83 FY84 FY85 FY86 FY87 FY88 Inspections: a. licensing inspections - 868 946 827 880 937 343 b. complaint inspections - 121 209 132 122 203 36 c. request inspections - 26 11 3 9 12 5 No, of reinspections - - 1808 1365 1350 1499 512 No. of violation orders 657 690 800 603 645 701 261 Emergency orders issued 56 199 299 120 198 461 151 Certificate of Structure Compliance 468 853 477 214 88 78 9 Rental permits issued 479 853 762 713 848 843 253 Referrals to Legal l 11 11 10 28 18 f, Court filings 1 6 13 2 10 20 2 Rent escrow certification 0 4 4 11 0 0 0 170 n w *The City established a one-time Certificate of Structural Compliance requirement which resulted in a higher number of appeals in FY83, FY84 and FY85. 171 FY82 FY83 FY84 FY85 FY86 FY87 1st Qtr. FY88 Appeals:* Total No. 44 181 100 70 30 11 2 Upheld 36 168 92 57 13 11 2 Variance 5 9 8 56 15 0 0 Deferred 3 4 0 5 0 0 0 Cost of administration of program $87,133 $89,566 $99,764 $105,807 $108,771 $116,295 25,211 Revenues generated Revenue % $48,778 $51,516 $59,895 $36,515 $54,972 $81,700 $28,011 as a of operating cost 57% 57% 60% 35% 51% 70% 111% *The City established a one-time Certificate of Structural Compliance requirement which resulted in a higher number of appeals in FY83, FY84 and FY85. 171 V P EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL HOUSING INSPECTION SERVICES RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 ACTUAL ESTIMATE 106,074 111,591 744 1,105 8,002 10,522 1,475 200 116,295 123,418 FY87 FY88 ACTUAL ESTIMATE RECEIPTS: PROPERTY TAX 34,473 41 054 HOUSING PERMITS & INSPECT ---81,822 ---82,364 TOTAL 116,295 123,418 172 -- FY89 BUDGET -- CITY MGR DEPT CITY MGR FY90 FY91 REQUEST PROPOSAL PROJECTION PROJECTION 119,397 119,397 124,519 130,079 815 815 839 872 10,807 10,005 10,078 10,697 ----525 131,544 ------525 130,742 -541 135,977 ------563 142,211 FY89 CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 47817 53,052 59,286 82,,925 -- 82,925 ------- 82,925 --------- --------- --130,742 135,977 142,211 Y a PERSONAL SERVICES: CLERK TYPIST - HIS HOUSING INSPECTOR BENEFITS TOTAL HOUSING INSPECTION SERVICES PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 20,893 3.00 3.00 75,612 22,892 NONE 4.00 4.00 119,397 TRANSFER TO: TOTAL 173 CAPITAL OUTLAY: 1 OFFICE CHAIR 245 1 4 -DRAWER FILE CABINET ------280 TOTAL 525 HOUSING COMMISSION/BOARD OF APPEALS PROGRAM DIVISION STATEMENT PURPOSE: The purpose of the housing Commission is to promote clean, decent and safe housing for the residents of Iowa City and act as the Board of Appeals for the Housing Code. The Comnission will study, investigate and make recommendations to the City Council on matters relating to fulfillment of the Commission's purpose.* This will be accomplished by regular monthly meetings and special meetings as may be necessary. Appeals will be heard as soon as practical. OBJECTIVES: 1. The Commission will have a continuing role in overviewing the Section 8 and Public Housing Programs and will assist in obtaining additional units as funding availability from HUD permits. 2. Aggressively pursue additional units of subsidized housing. 3. Continue to study and encourage private enterprise participation in federally assisted housing pro- grams. 4. Hear appeals as necessary to ensure fair and impartial interpretations and enforcement of the Housing Code. 5. Continue to make recommendations for Housing Code amendments as considered appropriate. 6. Continue to seek new housing opportunities for Iowa Citians. 7. Continued support for the Shared Housing Programs. 8. Continue review/approval of loan applications for Housing Rehabilitation Programs. PERFORMANCE MEASUREMENTS: Proj. Proj. FY84 FY85 FY86 FY87 FY88 FY89 1. Number of meetings held 14 10 11 12 12 12 2. Recommendations to City Council 18 15 9 10 12 12 3. Number of units assisted 486 500 520 599 655 705 4. Number of appeals heard 100 70 30 11 10 8 5. Housing Rehabilitation: Comprehensive home Improvement Loans 10 6 4 14 14 14 Rental Rehabilitation -- 6 13 14 14 14 *The Housing Commission has continued to be involved with meeting the housing needs of elderly and low-income residents by means of the Shared Housing and Leased Housing Programs. Applications were endorsed and submitted for an additional 56 Section 8 Existing Housing Vouchers. The Commission will continue to encourage private participation in efforts to achieve clean, decent and safe housing for residents and to recommend to Council actions which will alleviate housing concerns in the community. It is anticipated that applications will be submitted for 50 additional Section 8 Existing units (either vouchers or certificates). 174 Y RECREATION V PROGRAM DIVISION STATEMENT PURPOSE: The Recreation Division provides a variety of leisure time recreational services to all populations, including organized activities and supervised play. The professional staff of the Recreation Division provides purposeful recreation programming by utilizing departmental and other community facilities. The Division strives to cooperate with all agencies and to coordinate activities with other recreational organizations in order to expand leisure time opportunities for the community. The underlying goal of the Recreation Division is to provide a high quality level of leisure time opportunities, increase the number of people served, improve the quality of program delivery and advocate the benefits of recreational involvement to the general public. OBJECTIVES: 1. Develop an informational brochure for the general public describing the Special Populations Involvement program, services, eligibility andpolicies. 2. Develop an informational brochure for use by affiliate groups and organizations outlining policies and procedures of the Division. 3. Continue to increase the number of volunteers utilized by introducing them into all areas of program- ming within the Recreation Division. 4. Strive to maintain a high maintenance look at all division facilities. NEW OBJECTIVES: 1. Development and implementation of a public awareness campaign concerning: a) Programs and service offered by the division (Department). (b) Public relations to improve the effectiveness of our communication with the general public. 2. Establishment of a five-year development and programming (master) plan for the division. 3. Development of an assistance program for economically disadvantaged individuals who cannot afford the services of the division. 4. Establishment of a cooperative relationship through joint programming and use of School District and Recreation Division facilities, programs, personnel, and workshops. 175 M I PERFORMANCE MEASURE: CV FY85 FY86 FY87 Est. FY88 Est. Participation in Social/Cultural Activities 34,978 42,648 FY89 Participation in Aquatics Activities 34,901 36,000 36,500 Participation in 208,896* 174,921 146,016 175,219 210,263 Activities Sports/Wellness/Center 109,743 177,283 112,423 113,000 114,036 Participation in Activities Special Populations 9,302 10,225 11,193 12,140 13,085 *Summers of 1984 and 1985 were far above average for swimming attendance. I _V 176 M I RECREATION RECEIPTS AND EXPENDITURES SUMMARY FY87 FY88 DEPT9 BCITYTMGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 494,575 46,233 531,377 65,752 618,980 66,632 632,643 66,632 634,913 660,358 SERVICES AND CHARGES CAPITAL OUTLAY 194,304 2,6590 264,945 47,2200 370,729 50,385 370,729 68,636 399,715 71,382 417,398 TRANSFERS OUT _____ __ -------- _ 0 29,335 111700 12,860 11,700 9,945 11,700 TOTAL 737_771 _909_294 1_106_726 1_111_039 1_127_824 1_170_783 177 FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX RECREATION FEES 400,483 337,288 451,227 376,792 589,718 487,661 603,884 489,607 644,242 491,521 MOTEL TAX TRANSFER FROM RESERVES 0 0 37,775 43,500 33,660 34,333 35,020 _ 0 0 0 TOTAL __737,771 __909_294 1_111_039 1_127_824 1_170_783 177 .W. .W. M RECREATION PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: TRANSFER TO: REPAY LOAN-REC. FAC. RESERVE TOTAL 178 11,700 11,700 CTR. 25,000 -REC.CTR. 3,500 575 29_335 --- FTE --- FY88 FY89 $ REATION & GVMT BLDGS 1.00 1.00 17,988 1 OFFICE CHAIR RECREATION 1.00 2.00 36,971 LIGHTS FOR POOL-REC. /TYPIST - RECREATION 1.00 1.00 20,556 MATS/CURTAIN DIVIDERS C. -RECREATION 1.00 1.00 23,649 1 DESK - RECREATION 1.00 1.00 26,903 RAM SUPERVISOR 4.00 4.00 112,621 TOTAL ESSUPERINTENDENT 1.00 1.00 34,512 275,123 190 ----- ----- 84,130 TOTAL 10.00 --------- 11.00 632,643 TRANSFER TO: REPAY LOAN-REC. FAC. RESERVE TOTAL 178 11,700 11,700 CTR. 25,000 -REC.CTR. 3,500 575 29_335 PARKS PROGRAM DIVISION STATEMENT PURPOSE: The Parks Division is a division of the Parks and Recreation Department. It presently maintains thirty-one (31) park areas and their facilities, comprised of six hundred seventeen (617) acres. It is also responsi- ble for the mowing of several acres of non -park city -owned properties, and the Highway 6 Bypass R -O -W. The basic purpose of the Parks Division is to provide adequate public open space for all of the residents of Iowa City and to pursue various active and passive leisure -time activities. 01:111X41IM1*5 1. Improve turf areas by maintaining a program of sound agricultural practices, including fertilization, weed control, aeration and seeding. 2. Save labor costs of trimming and reduce tree injury by using herbicides around trees and hard to mow areas. 3. Improve playground safety and appearance by replacing old play equipment apparatus on an annual program in selected parks. 4. Continue with a tree replacement program for all parks with primary emphasis on City Park. 5. Continue the annual picnic table/barbeque grill replacement program. NEW OBJECTIVES: 1. Replace old shingles on three roofs of picnic shelters in City Park by October 15, 1988. 2. Renovate old City Park pool concession building into a picnic shelter by July 15, 1988. 3. Improve trash containment services by installing covered receptacles at various picnic shelters in City Park by May 1, 1989. PERFORMANCE MEASUREMENTS: Proj. Proj. FY84 FY85 FY86 FY87 FY88 FY89 1. No. of shelter reservations per 1,452 1,259 1,387 1,138 1,250 1,300 season 2. No. of hours spent on mowing 4,790 4,609 4,727 5,244 5,000 5,000 operations per season 3. No. of hours spent on projects 2,200 2,207 2,014 1,157 1,500 1,500 for other City departments 179 FY84 FY85 FY86 4. No. of maint. acreage assignment 43.9 43.9 52.0 per employee 5. Dollar cost per acre of maint. 789.00 735.29 725.67 park & other non -park properties *Hunters Run and Scott Boulevard had not been included in the past. 180 Proj. Proj. FY87 FY88 FY89 57.2 61.7* 61.7* 786.30 785.00 785.00 i a 181 KS RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 BCIITYTMGR REQUEST PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 297,452 23,390 315,169 28,790 334,555 334,555 34 501 33;071 348900 34, 067 364,458 351,395 SERVICES AND CHARGES 104,878 106,597 108,866 115;589 120;938 126;956 CAPITAL OUTLAY TRANSFERS OUT 970 20,000 --------- 33 000 0 --------- --------- 24 500 22 000 18,000 38,000 19 500 23,000 19 500 18,000 TOTAL 446,690 483,556 ------------ 520,422 543,215 546,405 --------- 564,309 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 RECEIPTS: PROPOSAL PROJECTION PROJECTION PROPERTY TAX TRANSFER FROM RESERVES 428,732 0 440,463 25,000 524,276 0 527,466 0 545,370 0 MISCELLANEOUS ---17_958 18,093 --------- ---18,939 18,939 TOTAL 446,690 483,556 543,215 ---18,939 546,405 --------- 564,309 181 PERSONAL SERVICES: M.W.III - PARKS SR. M' W' - PARKS MOWING SR. M.W. - PARKS CONSTRUCTION TEMPORARIESINTENDENT OVERTIME BENEFITS TOTAL a PARKS PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 3.00 3.00 72;117 1.00 1.00 26;903 1.00 1.00 37,439 23,500 64;029 10.00-10.00 334,555 TRANSFER TO: REPAY LOAN -PARK LAND ACQ RVE MERCER PARK SOFTBALL FIELDS TOTAL 182 CAPITAL OUTLAY: REPLACE PLAY EQUIPMENT TREE REPLACEMENT REPLACE 10 GRILLS REPLACE 10 PICNIC TABLES CITY PARK CONCESSION BLDG TOTAL 18,000 ---20,000 38,000 10,000 2,500 2,000 2,500 5,000 22,000 LIBRARY PROGRAM DIVISION STATEMENT PURPOSE: The Library is a semi -autonomous department operated by the Library Board of Trustees. It provides residents of Iowa City and contractual service areas with free access to information and ideas in a variety of formats and intellectual levels and through a planned program of services, facilities and publications. Operating funds provided by City revenues are supplemented by gift and grant funds, fines, fees, sales and service contracts. OBJECTIVES: 1. Maintain range/quality of services either through additional staff or through continuing library hours at the present reduced level. 2. Provide effective handling and sufficient quantity of materials to satisfy 60-70% of requests for a specific item. 3. Sustain FY88 level of volunteers; increase amount of private funds for library materials. 4. Adopt a long-range plan for FY90-FY94. NEW OBJECTIVES: 5. Develop plans to reorganize library support groups and public information activities into an office jointly funded by City, Foundation and Friends. PERFORMANCE MEASURES: 183 P Actual Actual Actual Actual Actual Proj.3 Proj.3 FY83 FY84 FY85 FY86 FY87 FY88 FY89 1. A. Cardholders) 45,300 47,961 50,741 53,057 49,1392 48,000 48,000 B. Building traffic 471,600 497,276 507,620 513,232 498,472 500,000 500,000 C. Total loans 536,200 574,525 622,265 647,742 668,499 650,000 665,000 D. Reference questions 69,170 70,801 77,004 76,839 76,003 75,000 75,000 E. Loans per hour open 169.6 180.8 196.1 205.7 224.4 230.0 235.0 2. A. Loans per new volume 26.9 32.8 31.5 38.4 35.9 31.0 30.0 B. Availability rate 68.0% 68.1% 66.2% 58.1% 64.3% 68.0% 68.0% 3. A. Volunteer hours 4,873 5,787 5,743 5,139 6,943 6,500 6,500 B. Hours per volunteer 20.6 29.3 35.0 39.2 53.0 50.0 50.0 C. Gift funds for materials $31,754 $19,887 $14,240 $21,433 $19,784 $27,000 $35,000 4. Five year plan used for FY90 budget planning and service delivery. 5. Development office ready for FY90 implementation. I. Includes al Iowa City, Johnson County and fee cardholders who have used their cards in last 3 years. 2. Computation method revised 9-1-86. 3. All estimates based on 53 hrs/week (3/1/87 and after). 183 P RECEIPTS AND EXPEENNDDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT BCITYTMGR REQUEST PROPOSAL FY90 PROJECTION PROJECTION PERSONAL SERVICES 859,007 28,758 905,986 31,700 953,988 953,988 993,935 1,036,690 SERVICESIAND CHARGES CAPITAL OUTLAY 169,668 191,260 32,810 32,810 190,175 190,175 33,796 194,671 35,147 TRANSFERS OUT 197,235 178,950 3,500 214,780 182,780 187,188 203;855 193,242 _-_-3_500 3,500 14,500 14,500 14 500 TOTAL--------- 1,258,168 --------- 1,311,396 ------ --------- --------- 1,395,253 1,374,253 --------- 1,424,090 ----- 1,483,434 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION PROPERTY TAX LIBRARY SERVICES JOHNSON 1,049,699 68,815 1,083,864 82,456 1 155 264 1,199,474 1,252,215 COUNTY CONTRACTS CABLE TV CHARGEBACK 126,203 13,451 131,140 64977 164 425 64,977 142,409 64,977 148,343 TOTAL ____ 13,936 _________ 16 587 --------- 17,230 --------- 17F899 1,258,168 1_311_396 1,374,253 1,424,090 ------- 1,483,434 184 PERSONAL SERVICES: TOTAL N LIBRARY PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 19,484 4.00 4.00 83,572 2.00 2.00 44,327 1.00 1.00 24,430 2.00 2.00 48,078 1.00 1.00 24,603 1.00 1.00 29,875 1.00 1.00 24,516 1.00 1.00 26,429 1.00 1.00 34,943 1.00 1.00 34,854 1.00 1.00 29,467 1.00 1.00 32,965 1.00 1.00 36,675 1.00 1.00 47,181 PT 2.00 2.00 36,804 PT 1.50 1.50 28,594 PT .50 .50 10 447 PT 1.00 1.00 2 1390 PT .50 .50 11 410 4 PT .50 .50 1471 PT 75 .75 211,707 98,654 13,775 154,337 26.75 26.75 953,988 TRANSFER TO: EQUIP. REPLACEMENT RESERVE REPAY LOAN -LIB. FOUNDATION TOTAL 185 CAPITAL OUTLAY: LIBRARY MATERIALS MICRO-COCOMPUTER MLEASE PURCHASEPTER IPMT TOTAL 3,500 11,000 14,500 146,500 5,840 3 --182,780 ffl PARKS 2 RECREATION ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Provide a wide variety of Parks and Recreation services and programs through the efforts of a well motivated, efficient work force. Direct and coordinate operations in the Department's six divisions: Recreation, Parks, Cemetery, Forestry, Government Buildings and Central Business District Maintenance; and provide staff liaison for the Parks and Recreation Commission. OBJECTIVES: 1. Prompt dissemination of information from the Council, City Manager, Parks and Recreation Commission, and other departments and divisions to appropriate division heads and divisions. 2. Systematic monitoring of divisions to ensure that each is functioning effectively and efficiently. 3. Avoid duplication of services within City government, and attempt to avoid duplication of parks and recreation services and facilities offered by other governmental units or private enterprise. 4. Work with the Parks and Recreation Commission, keeping them better informed, and helping them to be a more vital segment of the organization. 5. Assist the Parks and Recreation Commission with the continued development and implementation of the Parks and Recreation Foundation. 6. Assume a leadership role in the initiation and implementation of plans to develop a new outdoor park and recreation complex, in conjunction with the new wastewater treatment facility, with plans to be completed by January, 1989. 7. Work with the Parks and Recreation Commission in developing a long-range master plan for acquisition, development and maintenance of parkland and recreation facilities, and recreation programs, with substantial completion by the end of FY89. 186 a PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TOTAL RECEIPTS: PROPERTY TAX MISCELLANEOUS TOTAL PARKS & RECREATION ADMIN RECEIPTS AND EXPENDITURES SUMMARY FY89 BUDGET FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 79,252 83,361 89,414 89,414 93,196 97,269 656 647 850 850 876 911 6,715 4,214 7,156 7,006 0 7,169 0 7,390 1,565 740 0 --------- --------- --------- 0 --------- --------- 88,188 --------- 88,962 97,420 97,270 101,241 105,570 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 88,173 88,962 97,270 0 101,241 0 105,570 0 15 0 --------- --------- 88,188 --------- 88,962 --------- 97,270 101,241 105,570 187 PERSONAL SERVICES: ADMIN. SEC. - PARKS & REC PARKS & RECREATION DIRECTOR OVERTIME BENEFITS TOTAL PARKS & RECREATION ADMIN PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 24,373 NONE 1.00 1.00 50,301 416 ----- ----- --------- 14,324 2.00 2.00 ----- ----- --------- ----- ----- --------- 89,414 NONE TRANSFER TO: TOTAL 188 CAPITAL OUTLAY: TOTAL PARKS & RECREATION COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: Provide a year-round program of leisure time activities and facilities at various locations throughout the community to meet the needs of a population having widely varied characteristics and interests. Recommend and review policies, rules, regulations, ordinances and budgets relating to various divisions comprising the Parks and Recreation Department, and advise the City Council on all matters affecting the department. OBJECTIVES: 1. Assume the lead role in the continued development and implementation of the Iowa City Parks and Recreation Foundation. 2. Serve as a base of activism for developing a large outdoor sports field/park complex. 3. Develop a long-range master planning process and implement same. 4. Work to develop ways to broaden public input into the recreational planning process. 10 SENIOR CENTER PROGRAM DIVISION STATEMENT PURPOSE: Operate a Senior ity independent living, st mulate�personal mgrowth, and which an aprovide array of s channel/forumery Ices, rfor ams inte cond omunti�ty rthat supprt elationships among participants are effectively assembled and promoted. OBJECTIVES: I. of a Make the general community and particularly the elderly aware of the Senior Center through distribution Center Commissionslstaff, student volunteers and, dparticipantspersonal outreach by the Council of Elders, Senior 2. Provide volunteer opportunities which encourage increased social interaction for adults 55 or older. 3. Effectively coordinate available community services and activities for the elderly of Johnson County through classes, workshops, series and special events. 4. Provide the elderly community a focal point from which they can plan, organize and implement programs and activities which they deem important in maintaining or improving their quality of life. 5. Provide an opportunity for community agencies serving the elderly to exchange information, share expertise and coordinate their services to the elderly and to facilitate monthly meetings of the Service Providers Organization. 6. Serve city, county and other entities as a source of data on the elderly of Johnson County to facili- tate the planning process. 7. Promote a cooperative exchange with the University for training, research and continuing education. 8. Facilitate operation of the Eldercraft Shop. 9. Provide staffing for the Senior Center Commission. 10. Provide space, to the extent possible, for services and activities which primarily benefit the elderly. PERFORMANCE MEASUREMENTS: 190 (Those SENIOR CENTER signing UNITS OF SERVICE in using numbered complimentary cards) ACTIVITY OR SERVICE FY84 FY85FY86 PROJECTED PROJECTED Senior Center* * FY87 FY88 FYB9 City Count 47,988 45,497* 45'284* 68,143* 48,143 70,000 70,000 I!\ Visitors V , 7,166 2,914 7,732 4,992 7,621 49,143 49,143 8,803 10,168 1099 ,525 8,399 10,52 190 Y a 191 E PROJECTED PROJECTED ACTIVITY OR SERVICE FY84 FY85 FY86 FY87 FY88 FY89 AARP 2,530 2,126 2,451 2,476 2,500 2,500 ADP 2,004 1,809 2,299 3,151 3,200 3,200 Congregate Meals 61,064 61,330 56,072 60,428 61,000 61,000 ESA 1,108 594 1,973 2,617 3,000 3,000 SEATS 5,725 9,114 11,741 13,900 14,500 14,500 VNA --- --- 1,613 2,360 2,500 2,500 Other 3,712 3,400 --- --- --- --- (*) The Senior Center figures are not accurate by a factor of at least 10% as participants do not have to sign in. VOLUNTEER HOURS CONTRIBUTED PROJECTED PROJECTED ACTIVITY FY84 FY85 FY86 FY87 FY88 FY89 Senior Center Post 805 776.5 833.5 834.5 835 835 Guide/Host 4,556 5,175.5 4,827.25 5,675.5 5,700 5,700 Eldercraft Shop 3,112 3,280.0 3,420.5 3,756.75 3,800 3,800 Library 805 250.2 257.5 294.0 300 300 Teachers 1,072 1,533.5 2,054.0 1,441.75 1,450 1,450 Other 2,211 3,084.5 3,244.5 5,266.0 5,280 5,280 Total 11,986 14,100.5 14,637.25 17,250.25 17,365 17,365 Classes 106 165 192 166 170 170 Services 191 242 176 525 PT 1,320 FT 530 1,320 530 1,320 Special Events 658 624 888 711 715 715 Y a 191 E 192 FY87 FY88 SENIOR CENTER ACTUAL ESTIMATE CITY MGR RECEIPTS AND EXPENDITURES SUMMARY RECEIPTS: PROPOSAL PROJECTION PROJECTION -- FY89 BUDGET -- 186,136 239,716 202,828 207,156 FY87 FY88 DEPT CITY MGR FY90 FY91 SR CENTER SERVICES EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION _-232,387 PERSONAL SERVICES 129,643 139,660 148,466 148,379 154,711 161,561 COMMODITIES 8,149 6,733 9,148 8,448 8,705 9,055 SERVICES AND CHARGES 77,080 79,994 89,518 76,977 84,278 82,488 CAPITAL OUTLAY 0 0 50,000 601000 0 0 TRANSFERS OUT 6,000 --------- --------- 6,000 6,000 --------- 6,000 --------- 6,000 --------- 6,000 TOTAL 220,872 232,387 303,132 299,804 253,694 --------- 259,104 192 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 RECEIPTS: PROPOSAL PROJECTION PROJECTION PROPERTY TAX 171,039 186,136 239,716 202,828 207,156 JOHNSON COUNTY CONTRACTS 44,124 46,096 59,961 50,739 51,821 SR CENTER SERVICES 5,709 --------- 155 --------- 127 --------- 127 127 TOTAL -_220,872 _-232,387 -_299,804 --------- -_253,694 --------- 259,104 192 SENIOR CENTER PROPOSAL FOR FY89 PERSONAL SERVICES: TRANSFER TO: PARKING OPERATIONS TOTAL V 193 CAPITAL OUTLAY: REPAY LOAN FOR ROOF REPAIRS 60,000 TOTAL __-60_000 6,000 6,000 --- FTE --- FY88 FY89 $ SR. CLERK/TYPIST - SR. CENTER 1.00 1.00 18,417 M.W.II R.CENTER 1.00 1.00 21,103 PROGRAM SPECIALIST -SR. CENTER 1.00 1.00 30,960 SR. CENTER COORDINATOR 1.00 1.00 33,927 VOLUNTEER SPECIALIST -SR CENTE(PT) 50 .50 13,156 TEMPORARIES 3,737 OVERTIME BENEFITS _ 26,779 TOTAL 4.50 4.50 148,379 TRANSFER TO: PARKING OPERATIONS TOTAL V 193 CAPITAL OUTLAY: REPAY LOAN FOR ROOF REPAIRS 60,000 TOTAL __-60_000 6,000 6,000 0 O\0 w SENIOR CENTER COMMISSION PROGRAM DIVISION STATEMENT PURPOSE: Serve in an advisory role to the City Council and Johnson County Board of Supervisors in order to monitor the operation of the Senior Center to ensure that an environment is created which will support the efforts of Johnson County senior citizens to maintain an acceptable quality of life. OBJECTIVES: 1. Make recommendations with regard to policies and programs of the Senior Center. 2. Join staff and other interested persons in seeking adequate financial resources for the operation of the Senior Center. 3. Encourage full participation by senior citizens in the programs of the Senior Center. 4. Ensure that the Senior Center is effectively integrated into the community and cooperates with organizations with common goals in meeting the needs of senior citizens. 5. Serve in an advocacy role with regard to the needs of senior citizens in Johnson County. 194 PARKING OPERATIONS FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL BEGINNING BALANCE 309,664 TOTAL BALANCE 309,664 PARKING FINES 185,191 INTEREST INCOME 87,432 BUILDING RENTALS 6,201 PARKING RAMP REVENUE 1,086,066 OTHER PARKING REVENUE 568,879 SR. CENTER PARKING 6 000 MISCELLANEOUS REVENUES 624 TOTAL RECEIPTS ------- 1,940,393 PERSONAL SERVICES -598,813 COMMODITIES -16,042 SERVICES AND CHARGES -265 862 CAPITAL OUTLAY -31:268 TRANSFERS -1,230,127 CONTINGENCY 0 TOTAL EXPENDITURES -2,142,112 ENDING BALANCE 107,945 0 107,945 ----107,945 192,000 65,000 6,282 1,118,528 583,295 6,000 ------1,000 1,972,105 -633,948 19,848 -313,546 -41,732 896,800 -20,000 -1,925,874 154,176 195 154,176 154,176 185,000 65,000 6,282 1,113,040 583,295 6,000 --------370 1,958,987 -639,304 -17,597 -316,549 -20,000 -897,300 -38,000 -1,928,750 184,413 FY90 PROJECTION 184,413 184,413 185,000 65,000 6,282 1,122,826 587,855 6,000 370 1,973,333 -666,939 -18,171 -340,078 -20,600 -898,250 -38,000 -1,982,038 175,708 FY91 PROJECTION 175,708 175,708 185,000 65,000 6,282 1,277,859 675,465 6,000 370 -------- 2,215,976 -696,111 -18,961 -362,404 -21,424 -857,915 -38,000 -1,994,815 396,869 ner-. 1, LN, PARKING OPERATIONS PROGRAM DIVISION STATEMENT PURPOSE: Operate and maintain the City's on and off-street parking facilities and enforce appropriate parking regula- tions, primarily in the CBD. System consists of two parking ramps (1,530 spaces), eight parking lots (515 spaces) and 870 on -street parking meters. In addition to the CBD parking, also enforces the odd/even parking areas. OBJECTIVES: 1. Operate the parking ramps in such manner to facilitate the parking demands, especially during peak periods of usage. 2. Maintain current level of enforcement in metered and permit areas. 3. Maintain an ongoing maintenance program of meters. 4. Maintain physical structures of parking ramps. 5. Improve impound procedure to reduce personnel cost and time involved. PERFORMANCE MEASUREMENTS: *Does not include permit or hotel revenue. a 196 Actual Actual Actual Actual Actual Actual Proj. Proj. FY82 FY83 FY84 FY85 FY86 FY87 FY88 FY89 Capitol St. Ramp Revenue 341,756 398,080 483,007 607,844 704,350 705,272 732,164 753,612 Dubuque St. Ramp Revenue* 110,800 129,000 146,363 206,823 212,832 211,769 219,138 225,028 Metered lot Revenue (b) 65,805 65,411 71,787 83,590 95,313 110,728 112,542 113,120 Street Meter Revenue (b) 173,398 176,207 194,304 229,016 281,806 338,730 340,526 342,895 No. of Faulty Meters Reported 1,340 1,828 1,963 1,838 1,318 1,401 1,200 1,100 No. Found Faulty 859 1,127 1,315 1,174 798 931 900 850 No, of Meters Rebuilt 206 546 372 201 308 401 400 400 No. of Tickets Issued 118,135 103,532 116,829 134,402 126,682 125,542 125,000 125,000 No. of Cars Impounded 373 657 358 1,267 1,805 2,000 2,000 *Does not include permit or hotel revenue. a 196 TOTAL 2,142,112 1,925,874 1,946,649 1,928,750 1,982,038 1,994,815 FY87 PARKING OPERATIONS Na ESTIMATE RECEIPTS AND EXPENDITURES SUMMARY RECEIPTS: PROPOSAL PROJECTION PROJECTION PARKING FINES -- FY89 BUDGET -- 185,000 185,000 185,000 INTEREST INCOME FY87 FY88 DEPT CITY MGR FY90 FY91 6,201 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 1,113,040 PERSONAL SERVICES 598,813 633,948 657,203 639,304 666,939 696,111 675,465 COMMODITIES 16,042 19,848 17,597 17,597 18,171 16,961 624 SERVICES AND CHARGES 265,862 313,546 316,549 316,549 340,078 362,404 1,958,987 CAPITAL OUTLAY 31,268 41,732 201000 20,000 20,600 21,424 TRANSFERS OUT 11230,127 896,800 897,300 897,300 898,250 857,915 CONTINGENCY 0 20,000 38,000 38,000 38,000 38,000 TOTAL 2,142,112 1,925,874 1,946,649 1,928,750 1,982,038 1,994,815 197 a FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 RECEIPTS: PROPOSAL PROJECTION PROJECTION PARKING FINES 185,191 192,000 185,000 185,000 185,000 INTEREST INCOME 87,432 65,000 65,000 65,000 65,000 BUILDING RENTALS 6,201 6,282 6,282 6,282 6,282 PARKING RAMP REVENUE 1,086,066 1,118,528 1,113,040 1,122,826 1,277,859 OTHER PARKING REVENUE 568,879 583,295 583,295 587,855 675,465 GENERAL FUND -SR. CENTER 6,000 6,000 6,000 6,000 6,000 MISCELLANEOUS 624 1,000 --------- 370 --------- 370 --------- 370 --------- TOTAL --------- 1,940,393 1,972,105 1,958,987 1,973,333 2,215,976 197 a 6.0 PERSONAL SERVICES: TOTAL ul PARKING OPERATIONS PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 2.00 2.50 48,681 REPLACE 800 PARKING METERS 20,000 4.00 4.00 75,240 4.00 4.00 80,624 TOTAL 20,000 1.00 1.00 20,820 --------- 1.00 1.00 20,147 1.00 1.00 23,171 1.00 1.00 l.BO 0.�0 22 523 -b- 1.00 1.00 26,946 1.00 1.00 36,145 PT 2.50 2.50 41,694 PT 4.50 4.50 83,264 PT 1.50 1.50 30,008 8,720 4,000 117,321 25.50 25.00 639,304 TRANSFER TO: GENERAL FUND -PARKING FINES 185,000 REPAY LOAN -GENERAL FUND 30,000 RENEWAL & IMPROVEMENT RES. 60,000 BOND & INTEREST SINKING FUND 622,300 TOTAL 897,300 198 Y P NJ PARKING BOND RESERVE FINANCIAL PLAN SUMMARY 199 FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 651,113 651,113 651,113 651,113 651,113 TOTAL BALANCE 651,113 ----------- 651,113 ----------- 651,113 ----------- 651,113 651,113 BOND SALES 0 0 0 ----------- 0 ----------- 0 BOND ORDINANCE TRANSFERS 0 ----------- 0 ----------- 0 ----------- 0 0 TOTAL RECEIPTS0 ----------- 0 ----------- 0 ----------- ----------- 0 ----------- ----------- 0 ----------- ENDING BALANCE 651,113 651,113 651,113 651,113 651,113 199 PARKING RENEWAL & IMPROV RES FINhNCIAL PLAN SUMMARY d 200 FY87 ACTUAL FY88 ESTINATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION BEGINNING BALANCE 50,260 6666-- 110,260 ----------- 170,260 230,260 290,260 TOTAL BALANCE 50,260 6666-- 110,260 ----------- ----------- 170,260 ------- ----230,260 ----------- 290,260 BOND ORDINANCE TRANSFERS -60,000 60,000 6666------- -----6000- 60,,000 -----60-00- 60,000 ----------- 9,740 AL RECEIPTS -60,000 6666 6666- 60 000 -------=--0 6666- ------ 60 000 ----- ------ 60 000 �--- ------ ----- 9,740 SERVICES AND CHARGES 0 0 -------�--0 0 '"""' '---------- CAPITAL OUTLAY 0 0 0 TRANSFERS 0 0 ----------- 0 ----------- 0 0 TOTAL EXPENDITURES0 0 ----------- 0 ----------- ----------- ----------- ----------- ----------- 0 ----------- 0 ----------- ENDING BALANCE 110,260 170,260 __________ - 230,260 ---- 290 260 � 300 000 i d 200 1985 PARKING BONDS SINKING FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 280,211 275_722 276,472 __277,072 ____ 282,242 TOTAL BALANCE 280_211 275_722 276,472 277,072 282_242 BOND SALES BOND ORDINANCE TRANSFERS 0 468,942 0 447,945 _ 0 __444,200 ____ 0 ____444,670 0 ____454,470 TOTAL RECEIPTS 468,942 447,945_ 444,200 ____ 444,670 ____454,470 SERVICES AND CHARGES CAPITAL OUTLAY 0 _473_431 0 0 0 ____439,500 0 ____439,600 TOTAL EXPENDITURES _473,431 __447,195 ____443,600 195 _:447_ ___ __ _443,600 ___:439,500 _439,600 ENDING BALANCE 275,722 276,472 277,072 282,242 297,112 201 9 1986 PARKING BONDS SINKING FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 2,244 ----------- 122,715 120,927 123,927 126,707 TOTAL BALANCE 2,244 ----------- ----------- 122,715 ----------- 120,927 ----------- 123,927 ----------- 126,707 BOND SALES 0 ----------- 0 ----------- 0 ----------- 0 ----------- 0 BOND ORDINANCE TRANSFERS 197,428 ----------- 176,855 ----------- 178,100 178,580 ----------- 178,705 TOTAL RECEIPTS 197,428 ----------- 176,855 ----------- 178,100 178,580 ----------- 178,705 CAPITAL OUTLAY -76,957 ----------- ----------- -178,643 ------------------ ----------- -175,100 ----------- -175,800 ----------- ----------- -176,200 TOTAL EXPENDITURES -76,957 ---------------------- -178,643 -175,100 ----------- -175,800 ----------- ----------- ----------- -176,200 ENDING BALANCE 122,715 120,927 123,927 126,707 129,212 o- 202 POLLUTION CONTROL OPERATIONS TO FINANCIAL PLAN SUMMARY 203 d FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION BEGINNING BALANCE 583,299 ----------- 1,560,479 ----------- 689,825 2222------- 349,383 239,229 TOTAL BALANCE 583,299 1,560,479 689,825 ----------- 349,383 ----239-2-- 239,229 CHARGES FOR SERVICES INTEREST INCOME 2,462,918 379,396 3,989,800 550,000 5,106,200 560,000 5,343,000 570,"000 5,449,000 MISCELLANEOUS REVENUES ------1_767 ------1_889 ------2,261 580,000 2,299 TOTAL RECEIPTS --2_844,081 4,541,689 ----534-9-- 5,668,461 ------2_280 5,915,280 --6,031,--- 6,031,299 PERSONAL SERVICES COMMODITIES -507,947 -46,051 -534,915 -71,169 ----568,6-- -568,635 ----846-6-- -846,613 -------,--- -883 277 SERVICES AND CHARGES CAPITAL OUTLAY -433 765 -476 280 -145,620 547 448 -214,864 -807 530 -223,514 -848,101 TRANSFERS CONTINGENCY 68 -879,206 -10,150 -4,297,829 -46,000 -4,674,200 -17 210 -4,099;250 -3,951;650 0 ----------- -22,000 ----------- -27,000 ----------- -39,967 -41 565 TOTAL EXPENDITURES -_1_866,901 ----- -5,412,343 ----------- -6,008,903 --------- - -----39-96- -6,025,434 ----------- -------,--- -5,953,525 ----------- ENDING BALANCE --1,560,479 ---2222-- 689,825 ==--------- 349,383 ----======- 239,229 ----------- 317 003 -------�--- 203 d �7 Ell POLLUTION CONTROL PROGRAM DIVISION STATEMENT PURPOSE: The Pollution Control Division operates and maintains the Pollution Control Plant, 12 lift stations, approximately 156.5 miles of sanitary sewers plus the storm sewer system and the stormwater detention basins. The goal of the Pollution Control Division is to provide a comprehensive program for the collection and treatment of wastewater that will assure a safe and healthy environment for the citizens of this area. OBJECTIVES: 1. Collect and treat all of the wastewater from the community without interruption except for wet weather flows that exceed plant capacity. 2. Inspect and clean sanitary sewers as necessary to maintain free flowing conditions. The annual average is 15 miles of sewers cleaned. 3. Inspect all of the 30 identified problem spots at least once each week and remove any stoppages observed. 4. Work with staff and consultants to provide input to the design of the wastewater system upgrade. 5. Monitor progress of construction of the wastewater system upgrade. PERFORMANCE MEASURES: *Million gallons treated quarterly - We project that the storm water treatment system at the North Plant will be on line by July 1, 1988. The storm water which previously was bypassed to the river will now be treated. We estimated the volume treated will increase to 1200 MG quarterly. 204 Projected Est. FY83 FY84 FY85 FY86 FY87 FY88 FY89 *Million gallons treated quarterly 807 868 900 846 1,049 920 1,200 Miles of sewers cleaned annually 15.6 11.1 9.6 12.96 14 15 15 Labor hours spent checking recurring 67 102 95 105 87 90 100 problems (weekly avg.) Hours spent monthly with staff and --- 9 10 5 23 30 17 consultants reviewing plans & equipment selection *Million gallons treated quarterly - We project that the storm water treatment system at the North Plant will be on line by July 1, 1988. The storm water which previously was bypassed to the river will now be treated. We estimated the volume treated will increase to 1200 MG quarterly. 204 POLLUTION CONTROL OPERATIONS RECEIPTS AND EXPENDITURES SUMMARY tss EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT 9 BCITY TMGR REQUEST PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 507,947 46,051 534,915 71,169 568,635 568,635 145,620 846,613 883,277 SERVICES AND CHARGES CAPITAL OUTLAY 433,765 476,280 145,620 547,448 547,448 214,864 807,530 223,514 848,101 TRANSFERS OUT CONTINGENCY -68 879,206 10,150 4,297,829 110,000 46,000 3,672,700 4,674,200 17,210 4,099,250 5,418 3,951,650 --------- 0 22,000 - 27,000 27,000 39,967_ 41,565 TOTAL 1_866_901 5_412_343 5_071_403 6_008_903 6_025_434 5_953_525 FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION CHARGES FOR SERVICES INTEREST INCOME 2,462,918 379,396 3,989,800 550,000 5,106,200 560,000 5,343,000 570 5,449,000 MISCELLANEOUS 1,767 --------- 1,889 --------- 2,261 --------- 000 2'28p 580,000 TOTAL 2,844,081 4,541,689 5,668,461 -----�--- 5,915,280 ----2,299 6,031,299 205 MIA 9 M PERSONAL SERVICES: TOTAL POLLUTION CONTROL OPERATIONS PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 2.00 2.00 38,072 1.00 1.00 19,597 3.00 3.00 66,389 1.00 1.00 22,952 4.00 4.00 99,292 2.00 2.00 52,215 1.00 1.00 27,554 1.00 1.00 27,310 1.00 1.00 33,301 1.00 1.00 41,803 12,040 19,040 109,070 17.00 17.00 568,635 TRANSFER TO: CAPITAL OUTLAY: WATER LINE-HAWKEYE LIFT STAT. 4,000 ANALYTICAL BALANCE 3,000 REPLACE 3 TRASH PUMPS 21,500 RE -FURBISH PEPPERIDGE LIFT STN 15,000 BUSHES FOR WINDBREAK 1,500 HIGH PRESSURE HOSES 1,000 DEBT SERVICE -ABATED GO BONDS NEW PLANT FUND TOTAL 206 TOTAL 46,000 1,500 1,000,000 3,672,700 4,674,200 POLL CON RENEW & IMPR RES FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE ----726_221 ----726_221 2,000,000 ----------- 2,000,000 ----------- 2,000,000 TOTAL BALANCE ----726_221 ----726_221 2,000,000 ----------- 2,000,000 -------- ----------- 2,000,000 BOND ORDINANCE TRANSFERS 0 ----------- 1,273,779 ----------- 0 ----------- 0 0 TOTAL RECEIPTS 0 ----------- 1,273,779 ----------- 0 ----------- ----------- 0 ----------- ----------- 0 ----------- ENDING BALANCE 726,221 2,000,000 2,000,000 2,000,000 2,000,000 207 m NX BEGINNING BALANCE TOTAL BALANCE BOND SALES BOND ORDINANCE TRANSFERS TOTAL RECEIPTS TRANSFERS TOTAL EXPENDITURES r ENDING BALANCE POLL CON BOND & INT RES FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION ----308_738 3,672,550 ----------- 3,672,550 ----------- 3,672,550 3,672,550 ----308_738 3,672,550 ----------- 3,672,550 ----------- ----------- 3,672,550 ----------- 3,672,550 3,672,550 0 0 ------ 0 0 0 ----------- 0 ----------- 0 0 0 3,672,550 ----------- 0 ----------- ----------- 0 ----------- ----------- 0 ----------- 0 -308,738 ----------- 0 ----------- 0 ----------- ----------- 0 ----------- 0 -308,738 ----------- 0 ----------- 0 ----------- ----------- 0 ----------- ----------- 0 ----------- 3,672,550 3,672,550 3,672,550 3,672,550 3,672,550 M., SEWER BONDS SINKING -1986 ISSUE FINANCIAL PLAN SUMMARY 209 a FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION BEGINNING BALANCE 1,511,275 1,511,275 2,161,275 ----------- 2,761,425 ----------- TOTAL BALANCE ----------0 ----------- 1,511,275 ----------- 1,511,275 2,161,275 ------- 2,761,425 BOND SALES BOND ORDINANCE TRANSFERS ----------0 2,224,933 ----------- 0 3,022,550 ----------- 0 3,672,700 0 3,598,150 ----------- 0 3,650,650 -- -------- TOTAL RECEIPTS ----545,840 2,770,773 ----------- 3,022,550 ----------- 3,672,700 3,598,150 -- --3,650,650 CAPITAL OUTLAY -- -- 3,022,550 -- _3,022,700 -_2,998,000 -_2,949,500 TOTAL EXPENDITURES -_1,259,498 -_1,259,498 -_ -_3,022,550 - _3,022,700 - _2,998,000 - -_2,949,500 ENDING BALANCE _-1,511,275 -_1,511,275 2,161,275 2,761,425 -_3,462,575 209 a P BEGINNING BALANCE TOTAL BALANCE WATER SALES INTEREST INCOME TRANSFER FROM RESERVES MISCELLANEOUS REVENUES TOTAL RECEIPTS PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TRANSFERS CONTINGENCY TOTAL EXPENDITURES ENDING BALANCE WATER OPERATIONS FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL 77,577 351,770 ------ ----------- 77,577 351,770 2,026,667 2,228,096 32,440 PROJECTION 5,510 444,412 -----24,688 -----32,100 2,083,800 2,265,708 -593,072 -634,349 -142,936 -286,675 -815,449 -791,376 -127,041 -160,675 -131,100 -337 -323,800 -44,290 000 -1,809_607 --2,294,110 323,368 323,368 2,297,262 34,941 30,000 2,362,203 -696,761 -260,200 -812,280 -161,000 -302,700 -43,000 -2,275,941 FY90 FY91 PROJECTION PROJECTION 409,630 444,412 409,630 444,412 2,340,662 2,384,862 34, 941 34,941 30,000 30,000 2,405,603 ----726 2,449,803 ----278,771 269 -268,026 -864,436 -144;000 -149;000 -323,800 -44,290 -318,100 -46,062 -2_370_ - 821 -2,462,611 351,770 323,368 __-409,630 444,412 431604 _ =======L 210 WATER PROGRAM DIVISION STATEMENT PURPOSE: The Water Division is part of the Public Works Department. It operates a 13.5 million gallon per day water treatment plant, maintains and repairs the water distribution system, reads, installs and repairs water meters and remote readers, and constructs water mains in subdivisions on a cost reimbursement basis. OBJECTIVES: 1. Delivery of potable water of approved quality, at established pressures, and in quantities and rates of flow that customers desire. 2. Flush and record all City -owned hydrants to remove sedimentation from the system. 3. Install 150 new meters with Outside Remote Readers. 4. Keep meter reading on present bi-monthly schedule. 5. Ensure random water samples pass chemical tests. 6. Test 500 existing meters for accuracy and replace if necessary. 7. Replace four large meters with new, more accurate meters. 8. Conduct special tests for synthetic organic chemicals (SOC's). 9. Install new industrial computer and control system. PERFORMANCE MEASUREMENTS: FY83 FY84 FY85 FY86 FY87 Estimated Projected FY8B FY89 Water pumped (million gal.) No. of hydrants 2,209 2,342 2,372 2,305 2,285 2'400 2.450 No. of hydrant flushes 1,411 1,640 1,464 1,694 1,502 1,730 1,536 1,760 1,551 1,800 1,595 No, of outside readers No. meters 12,681 13,441 13,721 13,850 1,788 14,022 14,160 1,850 4,310 *% read per month 13,209 52% 13,605 52% 13,761 52% 13,890 14,062 14,200 14,350 Bacterial samples Main breaks 727 692 859 52% 857 52% 852 52% 860 52% 860 46 66 65 66 61 60 60 *52% is due to the extra 200 large users that are read monthly. 211 N j r7 7 RECEIPTS WANDREOPERATIONS XPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE -- FY89 BUDGET -- REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES SERVICES 593,072 142,936 634,349 286,675 696,761 696,761 290 726,269 758,068 ' AND CHARGES CAPITAL OUTLAY 815,449 127,041 791,375 160,675 20 ; 0 260 200 812,280 812,280 268 026 864,436 278 771 912;610 TRANSFERS OUT CONTINGENCY 131,109 384,035 161,600 161,000 181,600 302,700 144,000 323,800 149,000 318,100 _ ___---0 37,000 43,,000 44,290 46,062 TOTAL 1_809,607 2_294_110 --_43,000 2,184,841 2_275_941 2_370_821 2_462_611 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION WATER SALES INTEREST INCOME MISCELLANEOUS 2,026,667 32,445 2,228,096 5 512 2 297 262 2,340,662 2,384,862 24 688 34,941 30,000 34,941 34,941 TOTAL--------- -----�--- 2,083,800 ---32,100 2,265,708 2,362,203 _ 30;000 -----�--- 2,405,603 30,000 ----- 2,449,803 0 212 PERSONAL SERVICES: TOTAL a WATER OPERATIONS PROPOSAL FOR FY89 n4l TRANSFER TO: DEBT SERVICE -ABATED GO BONDS 166,700 DEPR., EXT., IMPROVEMENTS 136,000 TOTAL 302,700 213 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 2.00 2.00 2.00 2.00 36,466 373 REPLACEMENT OF GALVANIZED MAIN 24,000 2.00 2.00 42,826 WORRSONMLORINATOCONNECTIONSYSTEMS TO MAINS 12000 15,000 1.00 1.00 1.00 21,414 200 WATER METERS OVERSIZED WATER 20,000 4.00 1.00 4.00 23,171 97,067 METER READING DEVICES 60,000 25,000 3.00 3.00 72,368 5,000 1.00 1.00 1.00 1.00 28,942 30,523 TOTAL 161,000 1.00 1.00 30,815 --------- 1.00 1.00 32,069 1.00 1.00 40,343 10,000 24,750 ----- 123,907 22.00 22.00 696,761 TRANSFER TO: DEBT SERVICE -ABATED GO BONDS 166,700 DEPR., EXT., IMPROVEMENTS 136,000 TOTAL 302,700 213 BEGINNING BALANCE TOTAL BALANCE TRANSFER FROM OPERATIONS TOTAL RECEIPTS TRANSFERS TOTAL EXPENDITUR ENDING BALANCE WATERDEPR EXT & IMPR RES FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION 0 ----------- ----------- 30,000 ----------- 166,000 302,000 438,000 0 ----------- ----------- 30,000 ----------- 166,000 ----------- 302,000 ----------- 438,000 30,000 ----------- ----------- 136,000 ----------- 136,000 ----------- 136,000 ----------- 136,000 30,000 ----------- ----------- 136,000 ----------- 136,000 ----------- 136,000 ----------- 136,000 0 ----------- ----------- 0 0 ----------- 0 ----------- 0 0 ----------- ----------- ----------- 0 ----------- 0 ----------- 0 ----------- ----------- 0 ----------- 30,000 _____ 166,000 302,000 438,000 574,000 214 REFUSE COLLECTION OPERATIONS FINANCIAL PLAN SUMMARY 215 a FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 39,468 53,932 47,825 ----------- 63,633 ----------- 67,022 ----------- TOTAL BALANCE ----------- 39,468 ----------- 53,932 47,825 ----------- 63,633 ----------- 67,022 ----------- REFUSE COLLECTION FEES ----------- 584,332 4,141 ----------- 602,600 2,873 701,723 4,460 753,703 4,460 788,356 4,460 INTEREST INCOME CBD MAINT CHARGEBACKS 4,8510 8,7670 8,5120 8,7670 9,0300 MISCELLANEOUS REVENUES ----------- ----------- ----------- ----------- TOTAL RECEIPTS ----------- ----614,240 714,695 766,930 801,846 PERSONAL SERVICES ----593,374 -254 825 -4,489 -286,337 -2,306 -302,297 -2,426 -315,234 -2,493 -329,252 -2,587 COMMODITIES SERVICES AND CHARGES -319,596 -319,704 -12,000 -380,164 -14,000 -431,394 -14,420 -461,535 -14,997 CONTINGENCY 0 ----------- ----'------ ----------- TOTAL EXPENDITURES ---------- -578, 910 ----------- ----------- -620,347 ----------- ---_698,887 ---_763,541 ------ ---_808,371 ENDING BALANCE ----_53,932 _--_-47,825 _----63,633 -___-67,022 _----60,497 215 a REFUSE COLLECTION PROGRAM DIVISION STATEMENT PURPOSE: The Refuse Division collects solid waste from dwellings of one to four units on a once per week basis including pickup of bulky waste and elderly and handicap carry -out service. OBJECTIVES: 1. Maintain accurate cost data to ensure we can provide a service superior to private collection at comparable cost. 2. Continue to provide efficient carry out service for all handicapped and elderly who document need. 3. Continue to provide the white goods -bulk waste serivice at no additional cost to the public. PERFORMANCE MEASUREMENTS: 216 FY84 FY85 FY86 FY87 (Projected) FY88 (Projected) FY89 No. of regular refuse stops per week 10,344 11,279 11,390 11,514 11,700 11,700 No, of Handicap stops per week 59 51 56 62 58 66 No. of white goods -bulky item stops annually 1,913 1,329 1,317 1,674 1,674 1,674 Cast per stop of regular refuse collection .95 .96 1.00 .96 1.03 1.14 service Cost per stop of private collection* 1.25 1.35 1.40 1.42 1.57 Cost per stop of white goods & bulky items trucks 1.43 1.19 1.43 1.43 1.60 1.70 *Based on a survey of private haulers operating in the Iowa City area. 216 217 p REFUSE COLLECTION OPERATIONSdmu RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT BUDGET YTMGR REQUEST FY90 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 254,825 4 489 286,337 302,297 302,297 r 3 15,234 SERVICES AND CHARGES CONTINGENCY 319,596 ' 6 319,704 380,164 380,164 329,252 535 -------- _ _ 121000 ___r___ _____ 0 141000 431;394 14,420 461 14_997 TOTAL _-578_910 _-620,347 --685_537 _-698,887 —_763,541 --808,371 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR FY90 PROPOSAL PROJECTION FY91 PROJECTION REFUSE COLLECTION FEES INTEREST INCOME 584 332 141 fi02 600 701 723 753,703 788,356 CBD MAINT CHARGEBACXS MISCELLANEOUS 4,851 8,767 4'460 g'512 4,460 8,7607 4,460 0 9,030 TOTAL --50 —_593,374 ---0 _-614,240 --714_695 766,930 0 801,846 217 p PERSONAL SERVICES: REFUSE COLLECTION OPERATIONS PROPOSAL FOR FY89 FTE CAPITAL OUTLAY: M 57,297 ----- ----- --------- TOTAL 10.75 10.75 302,297 *Partial funding is shown here (see Landfill Operations). **Partial funding is shown here (see Street System Maintenance and Landfill Operations). NONE TRANSFER TO: TOTAL 218 FY88 FY89 $ M.W.I — REFUSE — REFUSE 6.00 6.00 119,718 NONE *ASST ASST SUPT — SOLID WASTE **STREET SANITATION 4.00 .50 4.00 .50 90,327 4,124 14 124 TOTAL SUPT TEMPO IES .25 .25 9 557 OVERTIME 7980 , 3,294 BENEFITS M 57,297 ----- ----- --------- TOTAL 10.75 10.75 302,297 *Partial funding is shown here (see Landfill Operations). **Partial funding is shown here (see Street System Maintenance and Landfill Operations). NONE TRANSFER TO: TOTAL 218 BEGINNING BALANCE TOTAL BALANCE LICENSES & PERMITS LANDFILL FEES INTEREST INCOME MISCELLANEOUS REVENUES TOTAL RECEIPTS PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TRANSFERS CONTINGENCY TOTAL EXPENDITURES ENDING BALANCE d LANDFILL OPERATIONS FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL 215,188 215,188 --------238 758,951 15,676 ------3,498 778,363 -190,361 -14,280 -232,794 -17,113 -251,678 0 -706,226 287,325 287,325 ----287,325 --------200 816,000 17,672 100 -------- 833,972 -196,741 19,139 -255,781 -28,350 -25,000 -6,150 219 -531,161 590,136 590,136 ----------- 590,136 200 943,500 16,882 ___ 0 960,582 -223,547 -20,466 -334,313 433,106 -150,000 -17,000 -1,178,432 372,286 FY90 PROJECTION 372,286 372,286 --------200 1,020,000 16,882 ----------0 1,037,082 -233,060 9,662 -345,056 -204,000 150,000 -11,000 -933,454 475,914 FY91 PROJECTION 475,914 475,914 --------200 1,101,600 16,882 ----------0 1,118,682 -243,341 9,822 -363,488 -455,000 -150,000 -16,000 -1,218,007 376,589 t''Er �y LANDFILL PROGRAM DIVISION STATEMENT PURPOSE: The Landfill Division is responsible for the disposal of all solid waste in Johnson County and all sur- rounding communities. It will operate as a self-sustaining utility while meeting all state requirements. OBJECTIVES: 1. Ensure revenues equal or slightly exceed expenses. 2. Operate landfill in compliance with state landfill regulations. PERFORMANCE MEASUREMENTS: 220 P (Projected) (Projected) FY85 FY86 FY87 FY88 FY89 1. Tons of Refuse 77,469 87,606 96,446* 97,500 98,000 2. Revenue - $ 673,232 683,594 820,235 875,000 906,500 3. Expenditures - E 385,056 432,169 420,289 440,316 432,949 4. Cost of Excavation - -0- 200,000 -0- -0- 230,000 5. Leachate Treatment 182,547** 185,727** 35,957 50,000 63,264 6. Leachate Control 226,678 -0- 50,000 (Capital Cost) 7. State Dept. of Natural 24,112 21,375 147,000 Resources Solid Waste Fee 8. Total Cost 567,603 817,896 707,036 511,691 923,213 *The high tonnage is a result of the University of Iowa hauling ashes into the landfill. **Leachate Treatment and Leachate Control (major groundwork 8 construction) combined. 220 P 221 M OPETIONS RECEIPTIS ANDLEXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT 9 BUDGET YTMGR REQUEST FY90 FY91 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 190,361 14,280 196,741 19,139 206,908 223,547 233,060 243,341 SERVICES AND CHARGES CAPITAL OUTLAY 232,794 17,113 255,781 28,350 20 466 334,313 334;313 345;056 _ 363;488 TRANSFERS OUT CONTINGENCY 251,670 26 280,106 433,106 25,000 150,000 204,000 150,000 455,000 150 000 150 ,150 6666 0 17,000_ 11,000 16,000 TOTAL 706_226 531,161 866_793 1_178_432 933_454 1_218_007 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR PROPOSAL PROJECTION PROJECTION LICENSES & PERMITS LANDFILL FEES 238 758,951 200 816,000 200 943 500 200 200 INTEREST INCOME MISCELLANEOUS 15 676 3;498 17 672 100 ' 16,880 1,020,000 16,880 1,101,600 16,880 TOTAL 778_363 833_972 960,582 1,037,082 1,118,682 221 M a PERSONAL SERVICES: M.W.II—LANDFILL M.W.III — LANDFILL SR. M.W. — LANDFILL CIVIL ENGINEER *ASST SUPT — SOLID WASTE "STREET SANITATION SUPT TEMPORARIES OVERTIME BENEFITS TOTAL LANDFILL OPERATIONS PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 00 3.00 0 3.00 9639 70;991 1.00 1.00 28,161 1.00 13,576 19,557 .25 .25 3,780 2,523 ----- ----- ---41 196 6.75 7.75 — --- 223,547 CAPITAL OUTLAY: LEACHATE CONTROL EXCAVATION STATE SURCHARGE TOTAL 50,000 230,106 --153,000 433,106 *Partial funding is shown here (see Refuse Collection Operations). **Partial funding is shown here (see Street System Maintenance and Refuse Collection Operations). TRANSFER TO: LANDFILL RESERVE TOTAL 222 150,000 150,000 4 P NAL LANDFILL REPLACEMENT RESERVE FINANCIAL PLAN SUMMARY 223 FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION BEGINNING BALANCE 244,826 ----------- 286,697 ----------- 312,989 ----------- 501,658 690,327 TOTAL BALANCE ----244,826 286,697 ----312,989 1111- -1-658 658 - ---- 690,32 INTEREST INCOME TRANSFER FROM OPERATIONS 16,871 25,000 13,092 150,000 18,169 150"500 ----501, 18,169 150,000 ----690-327 18 169 1501,000 MISCELLANEOUS TRANSFERS -------1111 ----------- , -------I--- 20,500 20,500 TOTAL RECEIPTS -----41,871 ----163,092 ----188,669 -------1111 ----------- SERVICES AND CHARGES 0 0 0 ----188-669 0 ----188-669 CAPITAL OUTLAY 0 0 0 0 0 TRANSFERS ,0 ----------- 136,800 ----------- 0 ----------- 0 0 0 0 EXPENDITURES 0 ----------- 136,800 -----1111-- 0 ----------- ----------- 0 ----------- ---------- 0 ----------- ENDING BALANCE 286,697 __-_ -___ 312,989 -__-501,658 690,327 878,996 223 BEGINNING BALANCE TOTAL BALANCE INTEREST INCOME HANGAR RENTAL FARM RECEIPTS FLOWAGE FEE PROPERTY TAX TRANSFER MISCELLANEOUS REVENUES TOTAL RECEIPTS PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TRANSFERS CONTINGENCY TOTAL EXPENDITURES ENDING BALANCE AIRPORT OPERATIONS FINANCIAL PLAN SUMMARY FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION -11,529 ----------- 393 ----------- -4,507 0 0 -11,529 ----------- 393 ----------- ----------- -4,507 ----------- 0 ----------- 0 1 271 660 ----------- 660 ----------- 660 ----------- 660 69;194 15,000 71,508 15,000 71 508 15,000 71 508 15,000 71 508 15,000 2,077 100,530 5,000 103,113 3,000 83,819 3,000 85,572 3,000 92,848 ------2,202 ------2,005 ------1,125 ----190,274 ----197_286 ----175,112 --1,125 ------1,125 -45,248 -11,990 -43,735 -23,770 ----176_865 -46,717 -121813 -48,679 -13,243 ----184,141 -50,781 -13,834 -80,756 -7,358 -98,681 0 -74,775 -78,543 -83,026 -33,000 -33,000 0 -33,000 0 -33,000 0 -33,000 ------ ----0 ----- ---31000 -----_3,300 ---_178,352 ---_202,186 - ---_170,605 -----_3,400 ----- ----------- -176,865 -----_3,500 ---_184,141 393 -4,507 0 0 0 224 AIRPORT COMMISSION PROGRAM DIVISION STATEMENT 0RU11*9 The Iowa City Municipal Airport Commission formulates Airport policy and provides general direction to the Airport Manager to carry out commission policies. The Airport serves the citizens, industries and institutions of Iowa City and surrounding areas. The facility is maintained and improved as required to keep it a safe and viable part of the state and national system of airports for general aviation. OBJECTIVES: 1. Proceed with development of runway 06/24 to primary runway status. 2. Remove natural obstructions in runway clear zones. 3. Repair runway surfaces as needed. 4. Upgrade airport lighting and approaches through state matching funds if grant is approved. 5. Continue update of Airport Master Plan. 6. Monitor demand for additional hangars. 7. Add additional aircraft parking in terminal area if grants are available. B. Install taxiway lighting through IDOT grants if approved. 9. Develop plans to generate additional revenue for airport operations. The specific objectives listed above are what the Commission feels are most important at this time. The objectives may be modified by data and recommendations that may result from the annual update of the Master Plan Study, and public input thereto. 225 M 19 OPERATIONS RECEIPTSIANDREXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 REQUEST BCIITYTMGR PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES COMMODITIES 45248 ' 11,990 43 735 23,770 46,717 46 717 48 679 50 781 SERVICES AND CHARGES CAPITAL OUTLAY 80,756 98,681 12,813 74,7750 12;813 74,7750 13;243 78,5430 13;834 83,0206 TRANSFERS OUT CONTINGENCY 7'358 33,000 0 p 33 000 3 33 000 33 000 33 000 33 000 3,000 85,572 --------0 000 -----�--- 3 300 ' 3 300 i 3 400 i 3,500 TOTAL 178,352 202,186 --------- 170,605 --------- 170,605 --------- 176,865 --------- 184,141 RECEIPTS: ACTUAL ESTIMATE CITY FY90 FY91 PROPOSAL PROJECTION PROJECTION INTEREST INCOME HANGAR RENTAL 1,271 69,194 660 71 508 660 660 660 FARM RECEIPTS FLOWAGE FEE 12,077 15,000 71,508 15,000 71,508 15,000 71,508 15,000 PROPERTY TAX TRANSFER MISCELLANEOUS 100,530 103'113 3,000 83,819 3,000 85,572 3 000 92,848 y 202 ----2 202 ----2'005 1,125 1,125 11125 TOTAL-------- 190,274 197,286 175,1122 -------- 176,8655 --- 184,141 b 226 AIRPORT OPERATIONS PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: FY88TEFY89 $ AIRPORT MANAGER 1.00 1.00 34,991 NONE TEMPORARIES 4,500 BENEFITS ---7,226 TOTAL TOTAL 1.00 1.00 46,717 TRANSFER TO: DEBT SERVICE -ABATED GO BONDS 33,000 TOTAL 33,000 227 9 4 BEGINNING BALANCE TOTAL BALANCE INTEREST INCOME MISCELLANEOUS REVENUES TOTAL RECEIPTS TRANSFERS TOTAL EXPENDITURES ENDING BALANCE AIRPORT CAPITAL IMPR RES FINAN61AL PLAN SUMMARY FY87 ACTUAL 98,885 -----98,885 _-_-_-_-_--7,463 7,564 ----------0 FY88 ESTIMATE 106,449 106,449 ------8,920 8,928 ----------0 FY89 PROPOSAL 115,377 115,377 ------9,623 ____ 0 9,623 -125,000 -125,000 FY90 PROJECTION FY91 PROJECTION 106,449 115,377 p 0 0 228 7 BEGINNING BALANCE TOTAL BALANCE CHARGES FOR SERVICES YHVYF,'H'1'Y TAX TRANSFER OPERATING TRANSFERS TRANSIT LEVY MISCELLANEOUS REVENUES TOTAL RECEIPTS PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY TRANSFERS CONTINGENCY TOTAL EXPENDITURES ENDING BALANCE { TRANSIT OPERATIONS FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL 0 ----------- 726,402 26,424 105,339 294,562 1,924 432,126 200,000 379,159 ------1,936 2,167,872 -1,068,646 10,608 -816,218 601 0 0 -1,894,871 273,001 273,001 633,000 22,763 87,000 179,178 2,000 320,000 513,520 1,100 1,758,561 -946,025 -11,483 -859,913 0 -155,670 -36,000 -2,009,091 22,471 22,471 633,000 23,676 71,000 187,376 2,072 0 478,080 610,929 ------11100 2,007,240 -1,041,196 -17,639 -823,756 -420 -75,000 -36,300 -1,994,311 FY90 PROJECTION 35,400 35,400 633,000 24,623 71,000 187,376 2,072 555,224 626,244 ------1,100 2,100,639 -1,085,306 18,171 -870,956 -433 -75,000 37,389 -2,087,255 FY91 PROJECTION 48,784 -----48,784 633,000 25,608 71,000 187,376 2,070 636,994 657,638 ------1_100 2,214,788 -1,132,818 18,898 -934,636 -75,050 00 -38,885 -2,200,687 273,001 22,471 35,400 48,784 62,885 ----------- ___________ ___________ ___________ ___________ 229 u itz PUBLIC TRANSIT PROGRAM DIVISION STATEMENT 9 e PURPOSE: Iowa City Transit provides bus service Monday through Saturday serving 80% of Iowa Johnson County SEATS City residences and a private within taxi three blocks of a bus route. The Transit Department contracts with firm for specialized transportation of elderly and handicapped Iowa City residents. GENERAL DIVISION OBJECTIVES: 1. Achieve at least a modest increase in ridership over the FY88 level. by Council policy for the fiscal 2. Equal or exceed the minimum revenue/expense ratio of .40 established year. 3. Work with Equipment Division to maintain bus maintenance costs at or below the FY88 level. NEW DIVISION OBJECTIVES: 1. Develop an ICT marketing plan which maximizes the results of the limited promotional dollars. opportunities for ICT to 2. Work with the Iowa City Community School District staff to identify additional transport students. PERFORMANCE MEASUREMENTS: FY84 FY85 FY86 FY87 Proj. FY88* Pro3. FY89 1. No. of passenger boardings (millions) 2.400 2.22 2.020 1.78 1.57 95.2 1.65 97.0 2. No. of evening passengers (thousands) 164.4 142.0 126.8 112.2 204.7 173.7 125.5 106.7 107.0 3. No. of Saturday passengers (thousands) 234.6 miles (thousands) 781.1 760.0 789.6 697.8 565.0 565.0 4. No. of revenue 5. Passengers per revenue -mile 3.08 2.90 2.71 2.56 2.78 2.92 0.40 6. Revenue/expense ratio 0.43 0.42 0.35 0.38 0.40 * On June 29, 1987, Iowa City Transit reduced their service to hourly during the mid-day, combined night routes, and eliminated Saturday night service. The cost of monthly passes also increased by 2 dollars during May, 1987. 230 TRANSIT OPERATIONS RECEIPTS AND EXPENDITURES SUMMARY 0 231 - FY89 BUDGET - FY87 FY88 DEPT CITY MGR FY90 FY91 EXPENDITURES: ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES 1,068,646 946,025 1,041,196 1,041,196 1,085,306 1,132,818 COMMODITIES SERVICES AND CHARGES 10,608 816,218 11,483 859,913 17,639 17,639 843,056 823,756 18,171 870,956 18,898 934,636 CAPITAL OUTLAY TRANSFERS OUT -601 0 0 155,670 420 420 0 75,000 433 75,000 450 75,000 CONTINGENCY 36,300 36,300 --------- ---37,389 ---38,885 TOTAL --------0 1,894,871 ---36,000 2,009,091 --------- 1,938,611 1,994,311 2,087,255 2,200,687 FY87 ACTUAL FY88 ESTIMATE FY89 RECEIPTS: PROPOSAL PROJECTION PROJECTION CHARGES FOR SERVICES 726,402 633,000 22,763 633,000 23,676 633,000 24,623 633,000 25,608 LOCAL GOVERNMENTAL AGENCI STATE GRANTS 26,424 105,339 87,000 71,000 71,000 71,000 FEDERAL GRANTS 294,562 179,178 187,376 2,072 187,376 2,072 187,376 2,072 INTEREST INCOME PROPERTY TAX TRANSFER 1,924 432,126 2,000 320,000 478,0870 555,2240 636,9940 OPERATING TRANSFER TRANSIT LEVY 200,000 379,159 0 513,520 610,929 626,244 657,638 MISCELLANEOUS 1,936 1,100 ----1,100 ----1,100 ----1,100 TOTAL 2_167,872 1_758,561 2,007,240 2,100,639 2,214,788 0 231 PERSONAL SERVICES: SUPR. SUPR. TOTAL a TRANSIT OPERATIO14S PROPOSAL FOR FY89 TRANSFER TO: TRANSIT RESERVE TOTAL 232 CAPITAL OUTLAY: MICRO -COMPUTER WORK STATION TOTAL _ 75,000 75,000 ------420 420 --- FTE --- FY88 FY89 $ 17.00 17.00 352,615 1.00 1.00 21,358 1.00 2.00 1.00 2.00 22,996 52,796 1.00 1,25 1.00 1;20 24,852 41,095 PT, PT 50 41,639 PT .50 8,310 PT12.00 12.00 240;359 16,697 16,000 ----- __ __ 186,809 38_50 38_50 1_041,196 TRANSFER TO: TRANSIT RESERVE TOTAL 232 CAPITAL OUTLAY: MICRO -COMPUTER WORK STATION TOTAL _ 75,000 75,000 ------420 420 TRANSIT REPLACEMENT RES FINANCIAL PLAN SUMMARY 233 i tl FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 107,308 ----------- 98,159 ----------- 232,579 ----------- 109,922 73,472 TOTAL BALANCE ----107,308 -----98,159 ----232,579 ----------- 109,922 ----------- 73,472 FEDERAL GRANTS INTEREST INCOME 6 135 0 257,874 264,746 271,320 OPERATING TRANSFERS BOND ORDINANCE TRANSFERS 0 1,060 155,670 0 75,000 75,000 75,000 0 0 0 TOTAL RECEIPTS -7,195 ----155,670 ----332,874 ----339,746 PERSONAL SERVICES 0 0 0 0 ----346,320 0 j COMMODITIES0 SERVICES AND CHARGES 0 -21,250 0 0 p CAPITAL OUTLAY TRANSFERS 0 -16,344 0 0 -455,531 -376,196 -363,220 ----------- ----------- 0 ----------- 0 0 TOTAL EXPENDITURES -16,344 _21,250 ---- ---_455,531 ----------- ---_376,196 ---------- ---_363 220 • ENDING BALANCE 98,159 ----------- _____ 232,579 ----------- --_-109,922 73,472 56,572 233 i tl DEBT SERVICE FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL BEGINNING BALANCE 420,340 159,598 TOTAL BALANCE 420,340 159,598 PROPERTY TAX INTEREST INCOME 1,997,973 2,700,618 BOND SALES 236971 , 0 161,928 TRANSFER FROM ENTERPRISE FUND MISCELLANEOUS TRANSFERS 126109 , 0 649,080 488,693 0 TOTAL RECEIPTS 2,849,746 3,511,626 SERVICES AND CHARGES -6 0 CAPITAL OUTLAY TRANSFERS -3,110,482 0 -3,662,915 0 TOTAL EXPENDITURES ----------- -_3,110,488 ----------- -_3,662,915 ENDING BALANCE 159,598 8,309 234 8,309 ------8,309 2,900,091 25,000 655,800 0 3,580,891 -3,561,200 0 _3,561,200 28,000 FY90 PROJECTION 28,000 28,000 --2,975 1 000 25;000 646,700 0 3,646,700 ----------0 -3,523,6700 -3,523,670 151,030 FY91 PROJECTION 151,030 ----------- 151,030 3,050,000 25,000 619,300 0 __ 3,694,300 ----------- -3,746,0700 -3,746,070 99,260 Re DATE OF GENERAL OBLIGATION ISSUE Streets Improvements 06/77 Street Improvements & 1,400,000 *Sewer Construction 09/78 Street Improvements & -- *Sewer Construction 05/79 Street Improvements & 3,800,000 *Sewer Construction 09/80 Multi -Purpose 291,400 *Airport Hangars 12/82 DEBT SERVICE FUND SUMMARY OF EXPENDITURES OUTSTANDING AMOUNT 07/01/88 3,015,000 325,000 2,250,000 300,000 51500,000 2,000,000 2,570,000 1,400,000 2,700,000 1,750,000 Multi -Purpose FY90 FY91 $ *Airport Improvements �- 339,000 -- *Water Construction 11/85 4,700,000 3,800,000 *Special Assessment Projects 579,500 553,000 291,400 Multi -Purpose 452,800 395,350 426,600 *Water Construction 08/86 6,350,000 6,000,000 Multi -Purpose *Water Computer Purchase 02/87 1,260,000 1,260,000 #Multi -Purpose 07/89 2,000,000 -- #Multi-Purpose 07/90 2,000,000 -- TOTAL 16,835,000 *These bond issues are abated by revenue funds. #This is a preliminary estimate. 235 ---PRINCIPAL AND INTEREST DUE--- FY89 FY90 FY91 $ 8 �- 339,000 -- -- 314,400 - -- 606,000 579,500 553,000 291,400 478,800 452,800 395,350 426,600 402,300 754,000 722,950 690,650 755,750 736,875 742,000 105,300 228,945 220,320 - 350,000 335,000 - -- 350,000 3,561,200 3,523,610 3,746,070 TRUST & AGENCY V FINANCIAL PLAN SUMMARY 236 a FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION BEGINNING BALANCE 136,454 ----------- -41,757 39,026 40,000 40,000 TOTAL BALANCE 136,454 ----------- -41,757 ------------ 39,026 -----40,000 ----------- 40,000 PROPERTY TAX UNIVERSITY FIRE CONTRACT 440,670 88,189 757,208 94,465 700,982 97,403 731,466 1011299 764,828 105,351 INTEREST INCOME MISCELLANEOUS REVENUES 5,388 13,623_ 8,300 5,802 5,802 5,802 _ 0 0 0 TOTAL RECEIPTS 547,870 ----------- 859,973 ----------- __ _ 804,187 838,567 ---------0 875,981 PERSONAL SERVICES 0 0 ----------- 0 ----------- 0 ---------- SERVICES AND CHARGES TRANSFERS -68,905 -82,500 -88,170 -94,922 -102,591 -657,176 -696,690 -715,043 -743,645 -773 390 TOTAL EXPENDITURES -_-_726,081 -__779_ 190 _ _803,213 --_ _838,567 --- _875-981 --- ENDING BALANCE -41,757 39,026 40,000 40,000 40,000 236 a EMPLOYEE BENEFIT COSTS BUDGETED IN TRUST & AGENCY FUND Police & Fire Pension & Retirement Worker's Compensation Unemployment Insurance Police & Fire Retirement System Expense TOTAL TRUST & AGENCY FUND BENEFITS EMPLOYEE BENEFIT COSTS BUDGETED IN GENERAL FUND FICA IPERS Health, Life & Disability Insurance TOTAL GENERAL FUND BENEFITS EMPLOYER'S CONTRIBUTION RATE TRUST & AGENCY FUND SUMMARY OF EXPENDITURES ACTUAL ESTIMATE PROPOSAL PROJECTION FY87 FY88 FY89 FY90 $---------$---------$---- -----$---- 657,176 44,950 12,569 11,386 726,081 333,549 216,520 557,788 1,107,857 696,690 53,000 12,000 17,500 779,190 379,325 241,011 581,752 1,202,088 715,043 58,670 12,000 17,500 803,213 402,676 256,197 658,139 1,317,012 743,645 64,537 12,360 18,025 838,567 417,617 265,653 708,840 1,392,110 PROJECTION FY91 773,390 70,991 12,854 18,746 875,981 434,318 276,278 777,578 1,488,174 Police Retirement 17.69% 17.92% 17.92% 17.92% Fire Retirement 17.92% FICA 29.54% 30.05% 30.05% 30.05% 30.05% IPERS 7.15% 7.33% 7.51% 7.68 7.85% 5.75% 5.75% 5.75% 5.75% 5.75% Police & Fire Retirement - Contribution rate is set by the annual actuary study done on the retirement systems. FICA - January 1, 1988 the rate increased from 7.15% to 7.51% and the maximum salary increased from $42,000 to $45,000. There are projections for the rate to rise to 7.85% on January 1, 1990 but no projections for the maximum todate. IPERS - The rate remins at 5.75%; January 1, 1988 the maximum salary changes from $23,000 to $24,000, and $1,000 is added to the maximum each January 1. 237 Y ROAD USE TAX FINANCIAL PLAN SUMMARY a 238 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 304,817 ----------- 459,453 ----------- 132,991 129,345 220,141 TOTAL BALANCE 304 817 ----------- 459,453 ----------- ----------- 132,991 ----------- 129,345 ---- - ------ 220 141 ROAD USE TAX INTEREST INCOME 1,829,602 19,195_ 1,780,407 10,000 ----------- 1,834,956 201,672 ----------- 1,871,655 20 672_ ----------- 1,909,088 201,672 TOTAL RECEIPTS --1,848,797 - - -- 1,790,407 --------- -:2,116,869 1,855,628 1,892,327 1,929,760 TRANSFERS -_1,694,161 - - -- -- 2,116,869 ----------- - ---------- -1,859,274 ----------- -1,801,531 ----------- -2,077,272 TOTAL EXPENDITURES -1,694,161 ----------- -2,116,869 ----------- ----------- -1,859,274 ----------- ----------- -1,801,531 ----------- ----------- -2,077,272 ----------- ENDING BALANCE 459,453 132,991 129,345 220,141 72,629 a 238 4 ROAD USE TAX FINANCIAL PLAN SUMMARY M 239 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION --- FY87--- --- FY88--- ---FY89--- --_FY90___ S 5 S 5 -_-FY91 S BEGINNING BALANCE 304,817 459,453 132,991 129,345 220,141 RECEIPTS: Road Use Tax Interest Income 1,829,602 1,780,407 1,834,956 1,871,655 1,909,088 19,195 10,000 20,672 20,672 20,672 TOTAL RECEIPTS 1,848,797 1,790,407 1,855,628 1,892,327 1,929,760 EXPENDITURES: Operating: Traffic Engineering Streets System Maintenance 558,650 1,131,460 621,986 1,388,104 590,884 1,100,290 616,764 1,146,367 645,450 1,431,822 Total Operating 1,690,110 2,010,090 1,691,174 1,763,131 2,077,272 Capital Improvements: Hwy. 1/Sunset Signals 4,051 -- __ Benton/Sunset Signals -- 26,000 _ Hwy. 6 Signals Interconnection -- 17,000 -- R.R. Crossing Signals -- 4,000 Clinton/Market Signals -- 23,000 Rochester/1st Avenue Signals -- 15,779 -- Hwy. 6/Keokuk Intersection - 21,000 113,500 Local Road -- -- 50,000 -- Extra Width Paving -- -- 4,600 38,400 -- Total Capital Impr. 4,051 106,779 168,100 38,400 - TOTAL EXPENDITURES 1,694,161 2,116,869 1,859,274 1,801,531 2,077,272 ENDING BALANCE 459,453 132,991 129,345 220,141 72,629 M 239 JCCOG FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL BEGINNING BALANCE 44,493 ----------- 38,988 TOTAL BALANCE -----44_493 ----------- LOCAL GOVERNMENTAL AGENCIES 20,721 -----38,988 29,557 FEDERAL GRANTS 36,323 41,000 CDBG TRANSFERS 23,869 0 PROPERTY TAX TRANSFER 55,241 86,166 MISCELLANEOUS REVENUES TOTAL RECEIPTS ---88 136,242 ----------- 156,723 PERSONAL SERVICES -114,485 ----------- -126,006 COMMODITIES SERVICES AND CHARGES -26,249 -29,571 CAPITAL OUTLAY -------_434 TOTAL EXPENDITURES -141,747 ----------0 -156,723 ENDING BALANCE 38,988 38,988 240 38,988 38,988 -----34,292 41,000 0 91,193 166,485 -132,886 -1,397 -35,761 -170,044 35,429 FY90 PROJECTION 35,429 35,429 35,835 41,000 0 99,694 176,529 -138,439 -37,300 -177,179 34,779 FY91 PROJECTION 34,779 ----------- 34,779 37,181 41,000 104,468 182,649 -144,376 -1,498 -37,491 -183,365 34,063 SV*" �9 tr JCCOG ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Provide an efficient and effective level of administrative direction and support to the staff of the Johnson County Council of Governments and to coordinate the efforts of the staff in providing support to member agencies. OBJECTIVES: 1. Provide an administrative level of support to the divisions within the department through the appropri- ate allocation of staff resources. 2. Ensure the timely completion of the divisions' objectives and individuals' work assignments. PERFORMANCE MEASUREMENTS: 1. Weekly meetings with division heads will be held to continuously identify staffing needs. The assignment or coordination of staff activities will be made on a weekly basis as problems are identi- fied. 2. Long-term projects will be monitored quarterly and short-term projects will be monitored as frequently as is necessary to ensure that projects and work assignments are completed on schedule. 3. Overall performance shall be measured by the performance and completion of the division's objectives. 241 242 s FY87 COG ADMIN FY89 RECEIPTS: RECEIPTSCAND EXPENDIT RESOSUMMARY ESTIMATE CITY MGR EXPENDITURES: FY87 ACTUAL FY88 -- FY89 ESTIMATE REQUEST BUDGET -- PROPOSAL JECTION PROPOSAL PROJECTION PROJECTION LOCAL GOVERNMENTAL AGENCI FEDERAL GRANTS 20,721 PROGR PROJECTION PERSONAL SERVICES COMMODITIES 19,427 89 20,161 21,3248 292 21,084 21,973 22,928 SERVICES AND CHARGES CAPITAL OUTLAY 11,9090 12,2930 16,6506 328 16,557 338 16,619 352 16,701 0 99,694 --------0 --------0--------- 0 0 0 TOTAL 31,425 32,746 ---38,068 --------- 37,969 --------- 38,930 --------- 39,981 242 s FY87 FY88 FY89 RECEIPTS: ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION LOCAL GOVERNMENTAL AGENCI FEDERAL GRANTS 20,721 29,557 41 000 34,292 35,835 37,181 CDBG TRANSFERS 23,869 41,000 0 41,000 41,000 PROPERTY TAX TRANSFER MISCELLANEOUS 55,241 86,166 91,190 0 99,694 0 104,468 -------88 --------- 0 0 0 TOTAL 136,242 156,723 --------- 166,485 --------- 176,529 --------- 182,649 --------------------------------------------------------------------------------------- NOTE: This is a summary of all JCCOG receipts. 242 s V, c4 PERSONAL SERVICES: *TECHNICAL ASSISTANT PPD **ADMIN. SEC. - PPD ***P.P.D. DIRECTOR TEMPORARIES BENEFITS TOTAL JCCOG ADMINISTRATION PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ NONE .20 .20 4 725 .20 .20 91407 1,092 ----- ----- --------- 3,679 .50 .50 21,084 CAPITAL OUTLAY: TOTAL *Partial funding is shown here (see PPD Admin. and JCCOG Rural Planning). **Partial funding is shown here (see PPD Admin. and CDBG Metro Entitlement). ***Partial funding is shown here (see PPD Admin. and CDBG Metro Entitlement). NONE TRANSFER TO: TOTAL 243 JCCOG TRANSPORTATION PLANNING PROGRA14 DIVISION STATEMENT PURPOSE: JCCOG was established by the Governor of the State of Iowa as the Metropolitan Planning Agency for the Iowa City Urbanized Area. The Transportation Planning Division provides transportation planning, grant writing, and coordinating services to the JCCOG member agencies. JCCOG is the designated recipient of UMTA funds for all transit systems in the Iowa City Urbanized Area. Planning services are provided by the Transporta- tion Planning Division for all modes of transportation. OBJECTIVES: 1. Carry out the activities of the Transportation Planning Division as described in the adopted FY89 JCCOG Unified Planning Work Program. 2. Update the Transportation Improvement Program (TIP) and produce an FY88 Annual Element. 3. Satisfy requirements and complete applications for Iowa DOT State Transit Assistance and UMTA pro- grams. 4. Continue to monitor the performance of the local transit systems. 5. Collect, tabulate, and report UMTA Section 15 information. G. Assist in the renewal of the SEATS service contracts between Iowa City, Coralville, University Heights, and the Johnson County Board of Supervisors. 7. Examine specific transportation issues as directed by JCCOG member agencies, including all modes of transportation. 8. Monitor and advise the JCCOG Technical Advisory Committee and Board of Directors regarding the availability and distribution of FAUS and other State/Federal street and highway funds. 9. Complete planning studies and grant applications for special transportation funding programs which may occur throughout the year (e.g. RISE, EXXON, oil overcharge). 10. Respond to inquiries from the public and the media on transportation issues. 11. Participate in Chamber of Comnerce Transportation Committee meetings, ECICOG TAC meetings, and hearings of the Iowa City Abandoned and Obsolete Vehicle Appeal Board. PERFORMANCE MEASURES: 1. Completion of all projects as outlined in the FY89 JCCOG Unified Planning Work Program. 2. Submission of UMTA Section 15 quarterly and year-end reports by the prescribed deadlines. 3. Completion of the JCCOG TIP/AE by the prescribed deadline. 4. Completion of State and Federal grant applications by the prescribed deadlines, and associated grant administration. 244 o- JCC RECEIHSTANDSEXPENDITURE ON PLANNING EXPENDITURES:FY87 ACTUAL PERSONAL SERVICES 62,776 COMMODITIES 375 SERVICES AND CHARGES 9,905 CAPITAL OUTLAY 217 TOTAL 73,273 FY88 ESTIMATE — FY89 EPT REQUEST BUDGET -- CITY MGR PROPOSAL Y90 PROJECTION FY91 PROJECTION 68,432 414 72,458 72,458 75,497 78,756 11,080 568 13,812 568 10,827 586 12,053 610 11,810 0 0 0 0 79,930 86,838 83,853 88,136 91,176 ------------------------------------------------------------- NOTE: Receipts are included in JCCOG Admin. 1 i 245 PERSONAL SERVICES: ASSOCIATE PLANNER TRANSPORTATION PLANNER TEMPORARIES BENEFITS TOTAL A JCCOG, TRANSPORTATION PLANNING PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 27,402 NONE 1.00 1.00 32,644 ----- ----- 11,723 --------- 2.00 2.00 72,458 NONE TRANSFER TO: TOTAL 246 CAPITAL OUTLAY: TOTAL f RECEIPTSCAN6 EXPENDIRURAL TURESNSUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT9 BCITYTMGR FY90 FY91 REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 6,019 7,208 7,774 7,774 8,098 8,441 SERVICES AND CHARGES 14 822 1111_-_-_ 342 247 ---7,797 342 1,485 � 342 1,485 r 352 1 487 r 366 1 490 r TOTAL 6,855 7,797 --------- 9,601 ----9__-_ 9,601 --------- ___-_,937 9,937 ---10_29_ 10,297 --------- ----------------------------------------------------------------------------- NOTE: Receipts are included in JCCOG Admin. 19 247 p PERSONAL SERVICES: *TECHNICAL ASSISTANT PPD BENEFITS TOTAL JCCOG RURAL PLANNING PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ .30 .30 6,541 NONE _____ __ _ 11233 .30 .30 7,774 TOTAL *Partial funding is shown here (see PPD Admin. and JCCOG Admin.). NONE a TRANSFER TO: TOTAL 248 HUMAN SERVICES PLANNING tw•~'� PROGRAM DIVISION STATEMENT PURPOSE: Provide budgetary, statistical and programmatic analyses to local policymakers in order to assist them in making sound decisions regarding funding and policy matters in human services. Assist in the planning and coordination of local human service resources at all levels of the service system. OBJECTIVES: I. Complete FY89 update of the JOHNSON COUNTY SERVICES INDEX and arrange distribution to at least 150 local agencies, professionals, and other users by June 1989. Evaluate the quality of the previous INDEX by January 1989. 2. Continue to study cost-saving and time -saving measures for administration of service programs. locally funded human 3. Recommend, and upon approval implement, improvements in the budgeting process funagencies. Evaluate process by February 1989. for human service 4. Analyze ding and programming needs, and make recommendations regarding City of Iowa City, City of Coralville, and Johnson County budgeting for, and funding of, human services. 5. Analyze requests submitted to Iowa City, Coralville or Johnson County for interim funding of human services. 6. Assist as needed in coordinative functions and planning for changing demands for services of area agencies. 7. Continue to serve as Iowa City's representative on the United Way Planning Division and advocate for the needs of local agencies in that context. 8. Continue to respond to requests for assistance related to other human service concerns within the City. 9. Help local agencies secure funds to address unmet needs beyond the limits of City of Iowa City, City of Coralville and Johnson County revenues. 10. Study options for and benefits of various modes of combination for human service agencies. PERFORMANCE MEASUREMENTS: Accomplishments on the above objectives will be reported as they occur. As quantifiable data is generated it will be provided to show comparable statistics between time periods. 249 a N M NOTE: Receipts are included in JCCOG Admin. 250 JCCOG HUMAN SERVICES RECEIPTS AND EXPENDITURES SUMMARY — FY89 BUDGET -- EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE DEPT REQUEST CITY MGR PROPOSAL FY90 PROJECTION FY91 PROJECTION PERSONAL SERVICES 26,263 30,205 31,570 159 31,570 159 32,871 164 34,251 170 COMMODITIES SERVICES AND CHARGES 101 3,613 98 5,940 6,890 6,890 7,140 7,490 CAPITAL OUTLAY 217 ----- ____ _________ _______ TOTAL --------- 30,194 --------- 36,250 38,621 38_621 _ _40_176 41_911 NOTE: Receipts are included in JCCOG Admin. 250 940 PERSONAL SERVICES: HUMAN SERVICES COORDINATOR BENEFITS TOTAL a JCCOG HUMAN SERVICES PROPOSAL FOR FY89 CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ 1.00 1.00 26,903 NONE 4_667 -- ----- ----- --- TOTAL 1.00 1.00 31,570 ----- -------------- ----- ----- --------- NONE TRANSFER TO: TOTAL 251 Y P 252 CFINANCIAL OPLISUMMARY AN FY87 ACTUAL ESTIMATE FY88 FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION -13,281 -29,102 ----------- BEGINNING BALANCE -----29,102 --__-_____0 ----------- 0 0 TOTAL BALANCE -13,281 ----945,358 797,970 -29,102 ----660,000 945 350 660 000 ----------- 660 000 ________--- 660,000 FEDERAL GRANTS 0 0 0 SALE OF REAL ESTATE 7,098 0 0 0 0 0 CDBG TRANSFERS MISCELLANEOUS REVENUES 3,168 ---------------------- ----660,00' 660 000 ----------0 ----------- 660,000 TOTAL RECEIPTS 808,245 1111__ ____137_6__ 945,358 ----163,74- -163 742 ----660,000 -168,386 -------_-_- -172,147 PERSONAL SERVICES -136,992 -13,249 -137 640 -1,557 -2,003 -39,047 -2,064 -41,839 -43 599 COMMODITIES SERVICES AND CHARGES -102,996 -546,960 -129,112 -564,447 -365,208 -357,711 _348 541 _90 000 CAPITAL OUTLAY -23 869 -83,500 -90,000 __--_90_000 _--_-__ - TRANSFERS -------�--- ---------- -824 066 -- -916,256 -------�- _ -660,000 660 000 -660,000 ---_--_-__- TOTAL EXPENDITURES ----------- ----------- ENDING BALANCE ====-29,102 0 0 p 0 Y P 252 CDBG ADMINISTRATION PROGRAM DIVISION STATEMENT PURPOSE: Plans and coordinates the City's federally funded community development programs. Coordinates the City's efforts to assist low and moderate income persons, and to upgrade and preserve its neighborhoods, housing stock and community facilities through the administration of a comprehensive Community Development Block Grant Program and the federally funded Rental Rehabilitation Program. Note: The COBG program year begins January 1, thus project implementation generally relates to the calendar year. Consideration is being given to extending the program year during the next two years in order to make it coincide with the City's fiscal year by 1991. OBJECTIVES: 1. Prepare and submit the three year and annual Housing Assistance Plan (HAP) goals to HUD by October 1988. 2. Prepare the annual Statement of Community Development Objectives and Request for Funding to submit to HUD by February 1989. 3. Coordinate HAP implementation including the Rental Rehabilitation Program with the Department of Housing and Inspection Services and the Housing Commission. 4. Provide staff assistance for the Committee on Community Needs to ensure maximum citizen participation in the COBG Program. 5. Coordinate planning and implementation of 1988-89 community development projects and activities, as determined by City Council, to ensure timely completion. 6. Implement a program to provide more housing opportunities for lower income persons. PERFORMANCE MEASUREMENTS: 1. Preparation and submission of grant documents (Annual Statement of Community Development Objectives and Housing Assistance Plan). 2. Preparation of grantee performance reports indicating compliance with federal grant requirements and accomplishment of projects. 3. Maintenance of records, reports, and other information for review by City auditors and [IUD personnel for the $621,000 1988 Entitlement funds. 4. Completion of projects and activities in a timely manner. A� 5. Implementation and monitoring of the $93,000 Rental Rehabilitation Program. 253 m c 254 RECEIPTSGANDETRO EXPEENTL NDITURESENT SUMMARY ®\� EXPENDITURES: ACTUAL ESTIMATE -- FY89 BUDGET CIMGR REQUEST Y90 FY91 PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES 136,992 13,249 137,640 1 557 163,742 163,742 168,386 175,713 SERVICES AND CHARGES CAPITAL OUTLAY 102,996 546,960 129;112 564,447 39,047 39 047 365,208 41;839 43,599 TRANSFERS OUT 231869 831500 365,208 90,000 90 000 357,711 90,000 348,541 0000----- 0000----- 0000----- � 90,000 TOTAL 824,066 916,256 --------- 660 000 660,000 --660-000 660,000 --------- 660,000 RECEIPTS: ACTUAL ESTIMATE FYg9 CITY MGR PROPOSAL PROJECTION PROJECTION FEDERAL GRANTS CDBG TRANSFERS 797,979 7,098 945,358 0 660,000 660,000 660,000 MISCELLANEOUS 0 0 0 ----3,168 ---0000-0 --------- 0 0 TOTAL 808,245 945,358 660,000 -0000-- --------- 660 000 -- ------ 660,000 254 f !9 COMMUNITY DEVELOPMENT BLOCK GRANT SUMMARY OF EXPENDITURES a ACTUAL ESTIMATE BUDGET FY87 FY88 FY89 ----- --- ----- --- METRO ENTITLEMENT: General Supervision 103,688 100,000 100,000 Community Development Planning 10,009 10,000 8,000 Plaza Mini -Park 8,495 136,905 - Napoleon Park Restrooms 24,827 - Creekside Sidewalks 8,665 N. Market Park Play Area 2,696 Terrell Mill Park Improvements 1,048 Housing Rehab & Weatherization Loans 188,078 180,000 300,000 Elderly Home Services Coordinator 13 - Shared Housing 21,255 -- _ Residential Accessibility Projects 20,734 Systems Unlimited Group Homes 4,500 - MECCA Facility 114,245 -- Goodwill Facility Renovation 116,199 Alley Repari 1,457 -- Mary 0. Coldren Home 3,967 Napoleon Park Accessibility Improvements -- 7,500 - Handicare Facilities Expansion 26,140 Property Management & Disposition -- 3,000 3,000 Mark Twain School Playground 1,000 -- Crisis Center - Food Bank Facility 104,983 -- United Action for Youth -Synthesis Studio 6,038 -- Curb Ramp Installation 5,149 5,000 5,000 Emergency Housing Repairs 9,289 Housing Modifications -Frail & Elderly 12,044 8,000 4,000 Youth Homes, Inc. Acquisition & Rehabilitation -- 100,000 Benton Creek Drainage -Phase II -- 145,000 100,000 Ralston Creek Bank Stabilization 4,194 11,770 Coffelt Place Youth home Rehabilitation 1,484 13,000 Handicapped Accessible Doors -Parking Ramp -- 10,000 Youth Services Center Acquisition -- 70,000 6,800 Low Income Home Owners Assistance Human Services Contingency -- 23,869 -- 93,150 10,000 90,000 -- 22,931 33,200 TOTAL METRO ENTITLEMENT 824,066 916,256 660,000 255 a u PERSONAL SERVICES: REHABILITATION OFFICER *ASSOCIATE PLANNER **ADMIN. SEC. — PPD CDBG COORDINATOR ***P.P.D. DIRECTOR HOUSING REHAB ASST. TEMPORARIES BENEFITS TOTAL a CDBG METRO ENTITLEMENT PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 1.00 1.00 28,943 1.50 1.50 44,174 .25 .25 5,907 1.00 1.00 34,429 .20 .20 9,407 (PT) .60 .60 121609 27,882 4.55 4.55 163,742 ---- ----- --------- ---- ----- --------- CAPITAL OUTLAY: CONTINGENCY CURB RAMPS CONTRACTED REHAB PROJECTS ORCHARD/DOUGLAS STORM SEWERS CHAIR—REHAB. OFFICER CHAIR—ASSOC. PLANNER P�gaf *Partial funding for one FTE is shown here (see Urban Planning & Development). **Partial funding is shown here (see PPD Admin. and JCCOG Admin.). ***Partial funding is shown here (see PPD Admin. and JCCOG Admin.). TRANSFER TO: GENERAL FUND—AID TO AGENCIES 90,000 TOTAL 90,000 256 21,217 5,000 238,586 100,000 240 165 365,208 CV M COMMITTEE ON COMMUNITY NEEDS PROGRMI DIVISION STATEMENT PURPOSE: Advise the City Council on community needs in general, and on the use of Community Development Black Grant funds in particular, from a citizen viewpoint. Discern the needs of the community and make recommendations on community development programs and priorities to the City Council. OBJECTIVES: 1. Evaluate and interpret the City's programs that affect human needs and community development. 2. Provide a systematic communication interchange between citizens and policy makers with regard to all Community Development Block Grant proposals and programs. 3. Facilitate neighborhood meetings to identify needs of neighborhoods and otherwise assist citizens in articulating community needs. 4. Assist citizens whenever possible in the development of programs which meet community needs. PERFORMANCE MEASURES: 1. Monthly meetings to review and make recommendations to the City Council on programs and policies relating to the community's needs. 2. Monitoring and evaluating all Community Development Block Grant (CDBG) projects and activities to timely completion. 257 u b FINANCIALB. RENTAL PLLAA PLAN FY89 FY90 FY91 PROPOSAL PROJECTION PROJECTION 0 93,000 0 93,000 -892 -----92,108 -93,000 0 ----------- 0 93,000 0 93,000 -892 -92,108 -93,000 0 ----------- 0 93,000 0 93,000 --------892 -_---92,108 -93,000 7 M FY87 FY88 ACTUAL ESTIMATE BEGINNING BALANCE _825 ----------- -579 TOTAL BALANCE -825 ----------- -579 FEDERAL GRANTS ----------- 63 944 ----- 33,579 MISCELLANEOUS REVENUES 2,970 ----------- 0 TOTAL RECEIPTS --_--66,914 ----------- PERSONAL SERVICES 0 ----_33,579 0 SERVICES AND CHARGES_ CAPITAL OUTLAY -66,689 -32,250 TOTAL EXPENDITURES -66,668 ----------- -33,000 ----------- ENDING BALANCE -579 0 FY89 FY90 FY91 PROPOSAL PROJECTION PROJECTION 0 93,000 0 93,000 -892 -----92,108 -93,000 0 ----------- 0 93,000 0 93,000 -892 -92,108 -93,000 0 ----------- 0 93,000 0 93,000 --------892 -_---92,108 -93,000 7 M V P UDAG REPAYMENT FUND FINANCIAL PLAN SUMMARY 259 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE __ _ 0 154,715 133,861 164,158 310,348 TOTAL BALANCE-__- 0 ------- _ 154,715 ---------- 133,861 164,158 310,348 STATE GRANTS INTEREST INCOME 100,000 4,715 0 ----------- 0 ----------- 0 --__------- 0 UDAG LOAN PAYMENTS 150,000 ----- - 0 0 -------- 0 152,622 0 226,934 0 226,934 TOTAL RECEIPTS254,715'---2_622 --- 0 --------260 152,622 _---226'9-- 226,934 -'--------- 226,934 TERARNSFERS�D CHARGES -100,000 -1,260 2222--2222- 0 ----------0 0 ----------- 0 _---------0 -19,594 22222222- -122,325 -80,744 -81,276 TOTAL EXPENDITURES -100,000-20,854 6666-122,325 222222 -22222222-- 22---2222-- 2222-2222-- -80,744 -----222222 -----2222-- -81,276 22---2222-- ENDING BALANCE 154,715 22222222-- ----------- 133,861 -2222-- --- -----222222 22-------- 164,158 310,348 ___________ 456,006 __________- 259 ASSISTED HOUSING PROGRAM DIVISION STATEMENT PURPOSE: Administer the Annual Contributions Contracts which provide federal funds to pay rental assistance and develop housing for eligible low income families in this area. Provide clean, decent and safe housing to eligible low income families; this includes elderly, handicapped, disabled and other non -elderly families. Ensure the Housing Authority (City Council) is current on federally assisted housing programs and make recommendations which can be the basis for housing policy. Implement the policies adopted by the Housing Authority. OBJECTIVES: 1. Maintain annual average of 95% occupancy for all units. 2. Apply for additional units (Section 8 Existing, Public Housing, Section 202, Rental Vouchers or any combination) to meet the policies adopted by the Housing Authority. 3. Encourage private participation in programs that will assist in achieving the goal outlined above.* 4. Provide staff support for the Housing Commission. PERFORMANCE MEASUREMENT: Performance will be measured by the number of families provided assistance and the total number of unit months of occupancy achieved.** Maximum Actual No. of Families Fair Market Year d of Units Unit Months Unit Months % Assisted Rents (2 Bedroom Only) FY80 384 4608 4466 97 N/A $300 FY81 384 4608 4560 99 540 $300 FY82 441 5052 4908 97 620 $300 FY83 441 5292 4735 95 620 $300 FY84 486 5732 5657 98.7 650 $348 FY85 500 6000 5813 97.8 700 $363 FY86 521 6252 6094 97 725 $363 FY87 551 6568 6464 98 743 $436 Projected FY88 653 7836 7444 95 775 $450 Projected FY89 703 8436 8014 95 835 $463 260 a 9 a *The number of names on the waiting list fluctuates with the seasons with the winter months showing the largest numbers. Currently the waiting list is as follows with average waiting time between date applica- tion is approved to date a certificate is issued shown. 1 Bedroom - 147 applicants - 4-6 months wait 2 Bedroom - 111 applicants - 2-3 months wait 3 Bedroom - 26 applicants - 9 months wait 4 Bedroom - —7 applicants - 12 months wait "Based on previous experience approximately 70% of the leases and Housing Assistance program contracts will be renewed. Of those tenants who do not renew a lease, some terminate and leave the program entirely, while others move to a new unit and remain on assistance. The number of terminations will average approximately 35 per month which means those 35 units must be replaced with new starts, if the program is to remain full. 261 SECTION 8 EXISTING FINANCIAL PLAN SUMMARY iNs FY87 FY88 FY89 FY90 FY91 ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE 142,143 --------- 146,503 --------- 151,499 --------- 145,899 --------- 131,204 --------- REVENUES: ANNUAL CONTRIBUTIONS CONT 1,351,935 1,439,416 1,483,700 1,483,700 1,483,700 INTEREST INCOME 12,335 10,500 --------- 2,200 --------- 21200 --------- 21200 --------- TOTAL OPERATING INCOME --------- 1,364,270 1,449,916 1,485,900 --------- 1,485,900 ----- 1,485,900 EXPENDITURES: --------- --------- ADMIN. SALARIES 104,546 130,600 141,400 147,056 152,938 ELECTRICITY 1,122 2,400 2,000 2,040 2,081 GENERAL EXPENSES 63835 70,400 71,000 74,399 78,912 RENT TO OWNERS 1,163,,683 1,241,520 1,277,100 1,277,100 1,277,100 CASH WITHDRAWAL 26,724 0 --------- TOTAL EXPENDITURES --------- 1,359,910 --------- 1,444,920 --------- 1,491,500 1,500,595 1,511,031 ENDING BALANCE 146,503 151,499 145,899 _________ 131,204 _________ 106,073 _________ 262 F'V 05 SEC. 8 EXISTING PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: NONE TRANSFER TO: TOTAL 263 --- FTE --- FY88 FY89 $ CLERK TYPIST — LEASED HOUSING .80 .80 14,164 NONE HOUSING MANAGEMENT AIDE .80 .80 16,172 HOUSING SPECIALIST 2.40 2.40 60,507 TOTAL HOUSING COORDINATOR .75 .75 27109 BENEFITS ----- ----- , 30,002 TOTAL 4.75 ---30,002 4.75 147,954 NOTE: Permanent full-time salaries are included in Administrative Expenses; employee benefits are included in General Expenses. NONE TRANSFER TO: TOTAL 263 BEGINNING BALANCE REVENUES: DWELLING RENTAL INTEREST INCOME OTHER INCOME TOTAL OPERATING INCOME EXPENDITURES: ADMIN. SALARIES UTILITIES MAINTENANCE & OPERATING GENERAL EXPENSES REPLACE SIDING ON 2 BLDGS PAYMENTS DUE TO H. U. D. TOTAL EXPENDITURES ENDING BALANCE .w PUBLIC HOUSING FINANCIAL PLAN SUMMARY FY87 FY88 ACTUAL ESTIMATE 46,943 ------- 51,195 ------- 121,541 109,300 6,740 4,500 3,198 2,800 131,479 116,600 FY89 FY90 FY91 PROPOSAL PROJECTION PROJECTION 54,252 55,952 52,965 ------- ------- ------- 115,500 3,000 3,000 121,500 115,500 3,000 3,000 121,500 115,500 3,000 3,000 121,500 31,021 22,030 24,000 24,960 25,958 3,089 4,200 4,000 41350 41419 43,782 24,579 56,485 25,790 54,500 27,100 56,245 28,332 58,315 29,772 9,405 0 10,200 10,600 11,000 15,351 5,038 _ _ ------- 127,227 113,543 119,800 124,487 129,464 51,195 54,252 55,952 _52,965 _45,001 264 JFK c ff a PUBLIC HOUSING PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: NONE TRANSFER TO: TOTAL 265 ---10,200 _—_10,200 --- FTE --- FY88 FY89 $ M.W.I—PUBLIC HOUSING CLERK/TYPIST — LEASED HOUSING 1.00 1.00 17,988 STEEL SIDING FOR 2 3—BR UNITS HOUSING MANAGEMENT AIDE .20 .20 3,541 TOTAL HOUSING SPECIALIST ,60 ,60 151,126 HOUSING COORDINATOR .25 .25 9036 BENEFITS ___ TOTAL 2.25 ---11,822 2.25 61,556 NOTE: Permanent full-time salaries are included in Administrative Expenses; employee benefits are included in General Expenses. NONE TRANSFER TO: TOTAL 265 ---10,200 _—_10,200 SECTION 8 VOUCHERS FINANCIAL PLAN SUMMARY 266 a ACTUAL ESTIMATE PROPOSAL PROJECTION PROJECTION BEGINNING BALANCE2 -------0 -------� 972 _ 6,322 8,170 REVENUES: ------'- ANNUAL CONTRIBUTIONS CONT INTEREST INCOME 34,737 316 411,954 150 446,760 446,300 446,760 TOTAL OPERATING INCOME -------- 300 "'----- 300 -_35_053 -412,104 _447,060 _447,060 447,060 EXPENDITURES: _-- -------- ADMIN. SALARIES ELECTRICITY 3,450 0 24 100 30750 31,765 32,664 GENERAL EXPENSES RENT TO OWNERS 782 30,821 0 13,200 371;832 409,500 9'479 780 9,840 CASH WITHDRAWAL p 0 403,560 403,560 TOTAL EXPENDITURES 35,053 _-_--_-- 409,132 -------- 443 710 -------- 445,212 46,845 446,845 ENDING BALANCE 0 2,972 6,322 --------- 8,170 -------- 8,385 266 a BEGINNING BALANCE TOTAL BALANCE CHARGES FOR SERVICES MISCELLANEOUSMTRANSFERS MISCELLANEOUS REVENUES TOTAL RECEIPTS PERSONAL SERVICES SERVICESIAND CHARGES CAPITAL OUTLAY TRANSFERS CONTINGENCY TOTAL EXPENDITURES ENDING BALANCE Is EQUIPMENT MAINTENANCE FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL 505,421 505,421 1,503,581 32,445 0 __ _ _ 0 __1,536_026 -516,400 -483,582 119,548 -362,559 0 0 _1_482,089 559,358 267 559,358 559,358 1,621,000 33,000 ------1,000 --1,655_000 -548,364 -605,895 -128,331 -427,540 -35,000 1,745,130 469,228 469,228 469,228 1,665,000 34,941 0 0 1,699,941 -551,514 628,727 119,564 -401,300 __ -23,000 -1,724,105 445,064 FY90 PROJECTION 445,064 445,064 1,750,000 34,941 0 _ 0 --1_784_941 -575,063 645,090 -124,458 572,000 -23,690 -1,940,301 289,704 FY91 PROJECTION 289,704 289,704 1,838,000 34,941 0 _-_ ___ _ 0 --1_872_941 -600,550 -681,338 -130,730 -530,000 -24,638 -1,967,256 195,389 EQUIPMENT DIVISION PROGRAM DIVISION STATEMENT PURPOSE: The Equipment Division provides repair, preventive maintenance, and equipment management services for all major city owned vehicular equipment. It stresses maximum useful life for all City -owned vehicles. OBJECTIVES: 1. Continue to switch medium duty truck fleet to diesel power as units become due for replacement. 2. Replace light duty truck and automobile fleets with smaller more fuel efficient units, as they become due for replacement. 3. Maintain hourly shop rate below comparable rates in the private sector. PERFORMANCE MEASURES: 1. Gasoline powered medium duty trucks now average 3.5 m.p.g., diesel powered medium duty trucks now average 6.1 m.p.g. Continue to monitor fuel use and replacement schedule. 2. Standard -size pickup trucks now average 8.1 m.p.g. and compact -size pickup trucks average 14.0 m.p.g. Continue to monitor replacement schedule. FY82 FY83 FY84 FY85 FY86 FY87 FY88 FY89 Cost per mile, med. $.79 $.66 $.66 $.58 $.71* $.63 $.60 $.62 duty trucks (est.) (est.) Cost per mile, $.31 $.21 $.18 $.20 $.19 $.21 $.18 $.20 pickup trucks (est.) (est.) Shop rate (Equipment $30 $32 $34 Division) (est.) (est.) Shop rate (private sector) *5.13/mile increase due to clutch and tire replacement on 1980 and 1983 models. 268 d ol a 269 lox,/ EQUIPMENT MAINTENANCE RECEIPTS AND EXPENDITURES SUMMARY EXPENDITURES: FY87 ACTUAL FY88 ESTIMATE -- FY89 BUDGET -- REQUEST PROPOSAL PROJECTION PROJECTION PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES 516,400 483,582 548,364 605 895 551,514 551 514 r 619,127 575,063 600,550 CAPITAL OUTLAY TRANSFERS OUT 119 548 362;559 427;540 628,727 119,690 401;300 645,090 124,450 681,338 CONTINGENCY 0 p 530,730 TOTAL -- _ 0 --- 1,482,089 35,000 _ 1,745,130 --------- _ 23_000 1,718,033 1,724,105 0 _ 23_690 __ 24_638 --- -0_ 1,940,301 1,967- 256 RECEIPTS: FY87 ACTUAL FY88 ESTIMATE FY89 CITY MGR - PROPOSAL PROJECTION PROJECTION CHARGES FOR SERVICES INTEREST INCOME 1,503,581 2,017'000 1 665 000 MISCELLANEOUS 32 445 0 7,'000 34,941 1,750 000 1,838,000 -------- p 34'941 34,941 TOTAL _ 1,536,026 _ _ _ _ 2,046,917 - 1,699,941 0 --------- 0 --------- 21_ 1,784,941 1,872,941 ol a 269 PERSONAL SERVICES: M.W.III - PARTS CLERK MECHANIC I BODY REPAIR MECHANIC MECHANIC II MECHANIC III SR. MECHANIC SHOP SUPR.-E UIPMENT EQUIPMENT SUPERINTENDENT TEMPORARIES OVERTIME BENEFITS TOTAL EQUIPMENT MAINTENANCE PROPOSAL FOR FY89 --- FTE --- FY88 FY89 $ 2.00 2.00 42,932 5.00 5.00 115,855 1.00 1.00 22,062 2.00 2.00 48,078 3.00 3.00 73,809 1.00 1.00 28,400 2.00 2.00 59,187 1.00 1.00 36,146 1,820 19,235 103,990 17_00 17_00 _551,514 NONE TRANSFER TO: TOTAL 270 CAPITAL OUTLAY: TOTAL 15,000 98,700 42,100 27,200 SOS 4,000 7,700 9,900 22,000 9,900 40,600 21,000 18,600 23,200 29,800 31,600 401,300 9N a CENTRAL SUPPLY & PRINT FINANCIAL PLAN SUMMARY FY87 FY88 FY89 ACTUAL ESTIMATE PROPOSAL BEGINNING BALANCE FY91 PROJECTION 78,030 ----- 56,887 TOTAL BALANCE _ 56,887 CHARGES FOR SERVICES MISCELLANEOUS _ 85,078 REVENUES 6'746 ----------- ----------0 TOTAL RECEIPTS 91,864 PERSONAL SERVICES _ ----- --- COMMODITIES -28,548 -20,000 SERVICES AND CHARGES -23,613 CAPITAL OUTLAY ,288 -17 CONTINGENCY -170 0 TOTAL EXPENDITURES -41,071 ENDING BALANCE 107,680 211 107,680 107,680 108,033 6,6450 114,678 -22,555 37,749 -26,566 20,650 -2,000 -109,520 112,838 112,838 112,838 110,677 8,3000 ----118,977 -23,807 -35,849 26,629 -67,500 0 -153,785 78,030 FY90 PROJECTION FY91 PROJECTION 78,030 ----- 84,173 ----- -----78,030 -----84,173 112,363 120,993 5,5000 5,800 ----------- ----------0 ----117,863 126,793 ---- -22,354 -36,926 -23,235 -38,402 -27,440 -25,0000 -28,548 -20,000 0 -111,720 ---_110,185 84,173 100,781 EXPENDITURES: PERSONAL SERVICES COMMODITIES SERVICES AND CHARGES CAPITAL OUTLAY CONTINGENCY TOTAL RECEIPTS: CHARGES FOR SERVICES INTEREST INCOME MISCELLANEOUS TOTAL b CENTRAL SUPPLY & PRINT F� RECEIPTS AND EXPENDITURES SUMMARY `368 FY87 FY88 - FY89 BUDGET - ACTUAL FY87 FY88 DEPT CITY MGR FY90 FY91 ACTUAL ESTIMATE REQUEST PROPOSAL PROJECTION PROJECTION 0 22,555 23,807 23,807 22,354 23,235 23,613 37,749 35,849 351849 36,926 38,402 17,288 26,566 26,629 26,629 27,440 28,548 170 20,650 67,500 67,500 25,000 20,000 0 --------- 21000 --------- 0 0 0 0 41,071 109,520 --------- 153,785 --------- 153,785 --------- 111,720 --------- 110,185 FY87 FY88 FY89 ACTUAL ESTIMATE CITY MGR FY90 FY91 PROPOSAL PROJECTION PROJECTION 85,078 108,033 110,677 112,363 120,993 6,746 61645 8,300 5,500 51800 40 0 --------- 0 0 0 --------- 91,864 --------- --------- 114,678 --------- --------- --------- 118,977 --------- --------- --------- 117,863 --------- --------- 126,793 --------- --------- 272 9 0 CENTRAL SUPPLY & PRINT PROPOSAL FOR FY89 PERSONAL SERVICES: CAPITAL OUTLAY: --- FTE --- FY88 FY89 $ *DUPLICATING MACHINE OPERATOR .90 .90 18,140 REPLACE 1 PHOTOCOPIER OVERTIME 350 REPLACE PRINT SHOP DUPLICATOR BENEFITS 5 317 , PAPER DRILL ----- ----- --------- TOTAL .90 .90 23,807 TOTAL *Partial funding is shown here (see Central Procurement and Services). NONE TRANSFER TO: TOTAL 273 12,000 55,000 500 67,500 ENERGY CONSERVATION PROGRAM FINANCIAL PLAN SUMMARY 274 M FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION ENERGY SAVINGS PAYBACRS 0 ----------- 0 ----------- 42,223 ----------- 38,373 21,904 TOTAL RECEIPTS 0-- 0 42,223 ------- 38 373 ''-"-"--' 21, 904 CAPITAL OUTLAY 0 ----------0 0 ----------0 -42,223 ----------- _ ' -38 373 -21904 i OTAL EXPENDITURES 0 0 42,223 ----------- 38,373 ----------- 21,904 ENDING BALANCE 0 0 0 0 274 M BEGINNING BALANCE TOTAL BALANCE RESTRICTED TORT REVENUES INTEREST INCOME TOTAL RECEIPTS SERVICES AND CHARGES TOTAL EXPENDITURES ENDING BALANCE RISK MANAGEMENT LOSS RESERVE FINANCIAL PLAN SUMMARY FY87 ACTUAL FY88 ESTIMATE FY89 PROPOSAL FY90 PROJECTION FY91 PROJECTION --- ---7777- ----- -----0 ----406,917 ----------- ----------0 ----406,917 ----546,757 ----703,574 0 --7777- ---0 562,801 1,200 -----21,200 285,105 -----32,500 ----546,757 295,582 ----703,574 304,363 ---0 ----584,001 ----317,605 -----39,000 -----45,700 350,063 ----------0 ---_177_084 -177,765 ----177,765 ----334,582 -177,765 --- --_177,765 ----------0 ---_177,084 -_177,765 -- -----77-76- -177,765 -- - 177,765 ---- 0 406,917 546,757 703,574 __--875,872 275 FISCAL POLICY ANNUAL OPERATING EXPENDITURES \�D 1. BALANCED BUDGET: The budget of the City of Iowa City shall be drawn so that estimated revenues and anticipated expendi- tures are equal. (State law requirement.) 2. TAX CEILING: The budget of the City of Iowa City shall be drawn so that tax revenue in the general operating fund does not require a tax levy in excess of the limit established by State law. CAPITAL EXPENDITURES 1. DEFINITION: A. Capital Improvements - Capital items of a relatively permanent nature, such as buildings, and other attachments or improvements to land which are intended to remain so attached such as storm drains, sewers and streets. Capital improvements have four characteristics: (1) They last a long time. (2) They are relatively expensive. (3) They usually don't recur annually. (4) They result in fixed assets. B. Capital Expenditures - Those expenditures for public improvements and their preliminary studies and the acquisitions of property or equipment for new public improvements. Capital expenditures are expenditures for capital improvements and shall be financed under the provisions of this fiscal policy and planned in terms of the five year Capital Improvement Program. Excluded from capital expenditures are operating expenditures; those annual expenditures which are necessary to the maintenance of the city, the rendering of services, and providing for normal operation. 2. PROJECT ANALYSIS: Capital improvement projects for the five year period shall be analyzed for the following: (1) Compatibility with the Comprehensive Plan. 276 r (2) Revenue source - A clear distinction shall be made between tax supported and self -supported bonds (G.O. versus revenue bonds). All projects supported by revenue bonds must demonstrate ability to develop sufficient income to repay their costs and costs associated with financing. In addition, proposed revenue sources shall be analyzed in terms of whether the revenue can be used for the proposed project and the probability that the revenue will be available. (3) Compatibility with the City Council's goals. 3. MAXIMUM LIMITATIONS ON GENERAL OBLIGATION BONDS: The following two maximum limitations shall apply to general obligation bonds: A. Debt Limit: Debt incurred as a general obligation of the City of Iowa City shall not exceed constitutional or statutory limits: presently 5% of the market value of the taxable property within the corporate limits as established by the City ASsessor. (State law requirement.) B. Borrowing Reserve: A minimum of 20% borrowing reserve, or debt margin, shall be maintained to meet emergencies, and if so used, the bonds shall be retired as soon as reasonably possible in accordance with the provisions of this fiscal policy. 4. CEILING ON DEBT SERVICE: Debt service charges payable from the general tax levy shall not exceed 25% of that levy in any one fiscal year. 5. FINANCING: As a general rule financing of capital improvements shall meet the following guidelines: A. General property tax and operating revenues, to the extent available, shall be used for capital project financing. B. When general property tax and operating revenues are not available under the maximum tax rates permitted by law or deemed advisable by the Council, financing of capital projects and replace- ments may be accomplished by the use of bonds as outlined in Section 6 hereof. C. Every effort shall be made to seek out state or federal grants or assistance to offset a portion of the cost of capital projects. Y 277 a u a 6. BOND ISSUES: A A. General obligation bonds - Bonds shall be of a serial type and general obligations to the City of Iowa City. They shall have a maximum maturity of 20 years. The maturity schedule shall provide for level principal amortization payments insofar as practicable. B. Revenue Bonds - Revenue bond financing shall be determined after first reviewing whether the use of revenue bonds could be more advantageous than financing with general obligation bonds. Revenue Bonds shall be issued in accordance with the following: (1) Amortization of principal and interest shall require no more, including reserves, than approved estimates will provide from next revenues to be available. (2) Insofar as possible, debt service, after the project has been completed and in operation for one full fiscal year, shall be level within practical constraints each year. (3) All revenue bonds for public purposes shall be sold at public competitive bidding in accor- dance with the requirements of Chapter 76, Code of Iowa as amended, The first fiscal policy was adopted by motion of the City Council at its regular meeting on June 5, 1973. This revised policy was adopted by Council motion on June 19, 1979. 278 Orchard/Benton Area 1,410,611 45,111 1,365,500 -- Improvements R.R. Crossing Signals: 40,000 40,000 Kirkwood/Gilbert n _ 279 -- $145,000-CDBG $506,201-G.0. Bonds $759,410 -Sewer Revenue Bonds Will borrow from Sewer Funds in the interim and repay when FY90 Bond Issue is sold $36,000 -State Aid $2,000 -Contribution from RR $2,000 -Road Use Tax �= CAPITAL IMPROVEMENTS PROGRAM SUMMARY OF THE PROJECTS PROJECT TOTAL PRIOR YRS. FY89 FY90 FY91 FUTURE YRS. FINANCING Curb Ramp Installation 42,500 12,500 6,000 6,000 6,000 12,000 $35,000-CDBG $7,000 -Property tax trans- fer from General Fund Parks Handicapped 50,000 -- -- 10,000 10,000 30,000 $50,000 -Property tax trans - Accessibility Program fer from General Fund Mercer Park Softball/ 41,000 16,000 20,000 5,000 -- -- $16,000 -Parkland Acquis. Baseball Field Reserve $25,000 -Property tax trans- fer from General Fund Wastewater Treatment 33,151,590 33,151,590 -- -- $33,151,590 -Sewer Revenue Facility Bonds Orchard/Benton Area 1,410,611 45,111 1,365,500 -- Improvements R.R. Crossing Signals: 40,000 40,000 Kirkwood/Gilbert n _ 279 -- $145,000-CDBG $506,201-G.0. Bonds $759,410 -Sewer Revenue Bonds Will borrow from Sewer Funds in the interim and repay when FY90 Bond Issue is sold $36,000 -State Aid $2,000 -Contribution from RR $2,000 -Road Use Tax PROJECT TOTAL PRIOR YRS. FY89 FY90 FY91 FUTURE YRS. FINANCING Keokuk Street/Hwy. 6 247,500 21,000 226,500 -- - b113,000 -State Aid 9 Intersection $134,500 -Road Use Tax North Hwy. 1 Widening 300,445 19,594 280,851 -- - - $168,000 -RISE Grant $72,000 -RISE Loan $60,445-UDAG The area's developer will repay the RISE Loan City Share: Local Road 50,000 -- 50,000 -- - - $50,000 -Road Use Tax City's contribution to the County's project R.R. Crossing Signals: 40,000 40,000 -- -- -- - $36,000 -State Aid Kirkwood/Maiden Lane $2,000 -Contribution from RR $2,000 -Road Use Tax Extra Width Paving 43,000 -- 4,600 38,400 -- - $43,000 -Road Use Tax Benton Street Bridge 2,795,523 985,251 1,206,848 603,424 - $940,746 -Federal Aid Widening $1,854,777-G.O. Bonds $1,275,800 of bonds previously sold; will issue $578,977 in FY90 Bond Issue Melrose Avenue Bridge 904,000 6,000 45,000 33,000 492,000 328,000 $596,400 -Federal Aid Improvements $307,600-G.0. Bonds Bonds to be sold in FY90 & FY91 Bond Issues 280 r 1 PROJECT TOTAL PRIOR YRS. FY89 FY90 FY91 FUTURE YRS. FINANCING Airport Master Plan II 1,250,000 -- 1,250,000 - -- $1,125,000 -FAA Grant $125,000 -Airport Improve- ment Reserve Project is contingent on FAA Grant approval Animal Control Facility 136,800 -- 136,800 -- - -- $118,633 -General Revenue $18,167 -Contribution from Coralville General Revenue to be bor- rowed from Landfill Res.; repayment is scheduled at $20,500 annually for 5 yrs. starting in FY90 Mercer Park Parking Lot 40,000 - Storm Sewers Project 400,000 -- TOTAL s - 40,000 400,000 - $40,000-G.0. Bonds Bonds to be sold in FY90 Bond Issue -- $400,000-G.0. Bonds Excess monies are available from FY86 bond issue for this project. 40,942,969 34,337,046 4,992,099 735,824 508,00D 370,000 281 SOURCE CONTRIBUTIONS FEDERAL AID GENERAL OBLIGATION BONDS COMMUNITY DEVELOPMENT BLOCK GRANT OPERATIONS REVENUE BONDS ROAD USE TAX STATE AID TOTAL M CAPITAL IMPROVEMENTS PROGRAM SUMMARY OF FUNDING SOURCES PRIOR YRS FY89 FY90 FY91 FUTURE YRS TOTAL 4,000 18,167 0 0 0 22,167 0 1,595,373 470,373 298,200 298,200 2,960,346 1,036,362 1,242,565 206,051 193,800 29,800 2,738,378 10,500 150,000 5,000 5,000 10,000 190,500 37,594 310,084 54,400 11,000 32,000 467,078 33,151,590 759,410 0 0 0 33,911,000 25,000 163,500 0 0 0 188,500 72,000 353,000 0 0 0 425,000 34_337_046 _4_592_099 735_824 508_000 370_000 40_902_969 282 CAPITAL IMPROVEMENTS PROGRAM PROPOSED PROJECTS NOT FUNDED PROJECT TOTAL TERRELL MILL PK TRAIL & BOAT RAMP 17,781 PARKS SIDEWALK REPLAC. PROGRAM 30,000 PARKS SHELTER REPLACEMENT PROGRAM 75,000 DEVELOPMENT OF RYERSON'S WOODS 44,000 NAPOLEON PARK RENOVATION 275,000 PARKS & RECREATION COMPLEX 1,512,000 LIGHTING AT U I SOFTBALL COMPLEX 120,000 COURT HILL PARK DEVELOPMENT 32,000 HAPPY HOLLOW PARK SHELTER 38,500 CREEKSIDE PARK SHELTER 38,500 FAIRMEADOWS PARK PICNIC SHELTER 6,000 WILLOW CREEK PARK PARKING LOT 16,000 WETHERBY PARK PARKING LOT 5,500 SCOTT BLVD PARK DEVELOPMENT 82,500 WEST LANDFILL ASPHALT RUNWAY 8,000 HICKORY HILL PARK PARKING & SIDEWAL 4,800 RESURFACE MERCER PARK TENNIS COURTS 10,300 FRISBEE GOLF COURSE 7,150 CITY PARK EQUIPMENT STORAGE BLDG. 10,000 NEW PICNIC SHELTER IN CITY PARK 9,500 NEW RESTROOM IN LOWER CITY PARK 60,000 MINI -GREENHOUSE 5,000 REPLACE CEMETERY'S STORAGE BLDG 9,300 DOMESTIC HOT WATER TANK - REC CTR 6,500 RECREATION CENTER ACCESSIBILITY 13,000 283 CAPITAL IMPROVEMENTS PROGRAM PROPOSED PROJECTS NOT FUNDED PROJECT TOTAL INSTALL AIR CONDITIONING IN REC CTR 120,000 NORTH CORRIDOR SEWER 163,000 FRIENDSHIP ST DRAINAGE TILE 100,000 FOSTER RD SEWER EXTENSION 178,000 4TH AV CULVERT REPLACEMENT 285,000 F ST CULVERT REPLACEMENT 285,000 WASHINGTON PARK STORM SEWERS 507,500 FAIR MEADOWS AREA STORM SEWERS 590,000 N DUBUQUE ST CURB & GUTTER 97,000 HIGH ST STORM SEWER 60,000 N DUBUQUE ST DECELERATION LANE 14,000 BENTON ST: RIVERSIDE TO GREENWOOD 403,000 DODGE ST: DUBUQUE RD TO GOVERNOR 646,000 WOOLF AVE: NEWTON RD TO RIVER ST 262,000 HOLLYWOOD BLVD IMPROVEMENTS 80,000 N LINN ST IMPROVEMENTS 18,040 ROHRET RD: MORMON TREK TO HWY 218 400,000 TAFT SPEEDWAY: DUBUQUE ST TO FOSTER 465,000 MELROSE AVE: WEST HIGH TO 218 912,000 MELROSE AV: BYINGTON TO HAWKINS DR 430,500 SOUTHGATE ST: WATERFRONT TO GILBERT 450,000 RIVER ST: RIVERSIDE TO WOOLF 464,000 BURLINGTON/GILBERT INTERSECTION 93,000 KIRKWOOD AV: GILBERT TO DEFOREST 1,117,000 KIRKWOOD/DODGE SIGNALIZATION 23,500 284 a CAPITAL IMPROVEMENTS PROGRAM PROPOSED PROJECTS NOT FUNDED PROJECT EXTRA WIDTH SIDEWALK: MORMON TREK KEOKUK ST SIDEWALK GOVERNOR ST RETAINING WALL SUMMIT ST BRIDGE REPLACEMENT ROCHESTER AVE BRIDGE DECK WOOLF AVE. BRIDGE DECK REPAIR BROOKSIDE DR & 2ND AV BRIDGES NEW BRIDGE: GOVERNOR TO KEOKUK AIRPORT MASTER PLAN III SOLID WASTE INCINERATION CLEAR CREEK SCIENCE/RESEARCH PARK RIVERBANK STABILIZATION - N DBQ ST 2 -WAY RADIO SYSTEM REPLACEMENT PUBLIC SAFETY BUILDING FIRE DEPT TRAINING FACILITY TOTAL 285 TOTAL 28,800 29,400 65,100 924,000 134,000 433,000 413,000 1,890,000 765,000 6,000,000 1,558,000 74,000 1,706,756 2,000,000 316,786 26,937,713 EVENSEN DODGE, INC. 11\i\CI{t CONILlli\1, November 16, 1987 Mr. Steven J. Atkins City Manager City Hall 410 East Washington Street Iowa City, IA 52240 Dear Steve: Dave Dirks and I met with you and Rosemary Vitosh recently to review the City's anticipated debt issuance requirements for the next year. During our meeting we also talked about the City's general obligation triple A credit rating and you asked that I provide you with a summary of the major factors which Moody's Investor's Service considers in issuing their credit ratings. First, it is important to emphasize that there are very few cities in the United States with a general obligation triple A credit rating from one of the the two major rating agencies. In April 1987 we counted only 38 cities with a "Aaa" rating from Moody's Investors Service. While this number will change from time to time, it is clearly a very exclusive group of American cities. Secondly, it should be understood that any jurisdiction with a triple A rating has attained the highest possible rating of its credit worthiness and general financial condition. Moody's expects these high standards will be carefully monitored and maintained as a prerequisite to continuation of the "Aaa" rating. Moody's Investors Service, Inc. has published material on the rating of municipal jurisdictions and is quite willing to explain the rating process they use. Like almost any complex rating process involving both subjective and objective criteria, they make use of certain medians and a wide range of other statistical information available to them. However, because the process is, in large measure, a subjective one, Moody's is not able to give an individual jurisdiction a list of goals and objectives which, if achieved, would automatically result in that jurisdiction being award a "Aaa" credit rating. Therefore a continuing effort by triple A rated jurisdictions to monitor their situation and ensure policies and practices that will help maintain such a rating is important in achieving that continuing high level of success. 3608 IDS Tower, Minneapolis Minnesota 55402 612/338-3535 800/328-8200 800/728-8100 Minnesota brgwsb4/1 7 November 16, 1987 Page 2 FACTORS CONSIDERED IN CREDIT ANALYSIS Credit analysis is the assessment of relative strengths and weaknesses of a city which have a bearing on the ability of the City to make repayment of debt obligations. Moody's Investors Service typically looks both at the issue and the issuer. In reviewing the issue, they focus on legal security mechanisms, cash flow assumptions, interest rates and other issue structuring factors. In reviewing the issuer, they focus on the current status of the municipality with particular emphasis in the following four areas: 1. outstanding debt 2. Financial condition 3. Financial management 4. The economy. Outstanding Debt In reviewing outstanding debt, a rating agency is concerned with the impact of debt obligations and the likely ability of the taxpayers to meet those obligations. Generally speaking, Moody's is favorably impressed by the ability of an issuer to repay debt over a relatively short period of time and to have a reasonable limit on the amount of debt outstanding. The capital improvement program planning process is typically viewed as an important planning and control mechanism for the amount of debt which a Jurisdiction expects to issue in the future. As a general rule, Moody's prefers that a jurisdiction issue long-term debt rather than bond anticipation notes or other forms of temporary financings to avoid the risk associated with the need for. future market access. The strength of the property tax base as well as any other revenues actually used to repay general obligation debt are also carefully reviewed. Financial Condition In reviewing the financial condition of a jurisdiction, Moody's typically looks first at the adequacy of the undesignated fund balance. They are also concerned with the historic trends associated with this balance, as well as the projected level of brgwsb4/2 November 16, 1987 Page 3 that balance in the next year or two. Any use of this balance is analyzed to determine whether it is a one time major capital item or whether usage reflects changing policy indicating potential weakening of general financial conditions. Moody's really views this undesignated fund balance as working capital and generally expects that it be at least equal to 5% of annual general fund revenues or some higher amount required because of cash flow requirements throughout the course of a typical budget year. In instances where jurisdictions have a large portion of their revenue coming from more volatile revenue sources such as sales taxes, a rating agency prefers an even higher fund balance to provide a temporary source for revenue stability in the event of unanticipated decreases in revenue. Financial condition analysis also involves reviewing expenditure and revenue history to insure that annual revenues typically equal or exceed annual expenditures. Other factors examined include service program levels; any major trends associated with increases or decreases in operating expenditures, and the uni- lateral ability of a city to increase revenues by a measurable amount beyond current levels. While a city may not need or wish to increase such revenues, the ability to do so on a unilateral basis demonstrates financial strength. Financial Management Financial management is the third important factor reviewed by a rating agency. In this case, Moody's is interested in assuring itself that a city follows standard operating practices in accounting for expenditures, auditing its financial records and condition, and budgeting and forecasting revenues and expendi- tures in future years. They are also concerned with the organ- izational structure and the ability of the jurisdiction to respond .through the professional staff and governing body to unanticipated events which could affect the financial condition of a city. Excellence in municipal administration is very important in this category. Meeting high standards in the preparation of annual financial reports, budgets, capital planning documents and land use plans not only promotes confidence within a community, but with a rating agency as well. a brgwsb4/3 V November 16, 1987 Page 4 The Economy The final general area viewed by Moody's is the economy. This is the least controllable of all of the four general rating factors and one of the most difficult to analyze. Moody's is concerned with population trends, indices of wealth, labor factors in- cluding employment and unemployment and new construction. They are also concerned with types of employment, diversity of the employment base, major employers and relationship of a city to markets being served. General economic performance and related trends of an individual city, the metropolitan area and the state and region are all examined as part of the rating category. SUMMARY The City of Iowa City has done an excellent job of carefully planning for its debt issuance, as well as planning and moni- toring the rating factors over which it has control. Moody's typically issues a credit report each time a city sells bonds in which they list key facts and provide a summary analysis of the creditworthiness of the issuer. This, in effect, is Moody's report card to a city and represents a way to quickly review and examine their perception of a city's credit condition. Maintenance of a Credit Rating In maintaining a high level of credit rating, it is important that a city continually monitor all factors examined by a rating agency. However, there are certain trends which are guaranteed to quickly attract the attention of Moody's Investors Service and could result in consideration for a down grading. These are: 1. A decline in a city's valuation base. 2. Spending down a city's general fund unrestricted balance. 3. The loss of one or more major employers. 4 4. Poor performance of one of a city's more significant revenue sources. brgwsb4/4 -a November 16, 1987 Page 5 5. Adverse state-wide or national economic conditions which have a particular impact on an individual city. While the City of Iowa City is not in a position to control all of these factors, they should nevertheless be monitored on a continuing basis. Sometimes, depending on situations, there may be an opportunity to plan for future areas of strength or weak- ness anticipated in a city. As a general example, a city might anticipate a future weakness in the office leasing market which could translate into less than 100% of property taxes being paid on time. That type of potential weakness could be offset by planning to increase the amount of money in a city's fund balance. In a similar manner, if events happen due to legis- lative change or the economy resulting in a declining increase in a sales tax revenue source, a city might respond through its planning process to project and actually fund a larger unreserved fund balance. I hope these comments have been helpful to you. Do not hesitate to contact me if I can provide more specific information in any of these areas. Sincerely, EVENSSEEN'D�ODGE, INC. WA, u, Wayne S. Burggraaff Senior Vice President /brg cc: Ms. Rosemary Vitosh Director of Finance David M. Dirks Evensen Dodge brgwsb4/5 97