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HomeMy WebLinkAbout1995-01-03 Info PacketCity of Iowa City MEMORANDUM DATE: TO: FROM: RE: December 20, [994 Me~o for Record City Manager Material Furnished to Council Only Copy of letter from the Director of Planning and Community Oeve]opment 7_~ to Bruce Glasgow regarding Virginia Drive. Copy of letter from ICAD Chair, Stephen West, providing an update 7~ on ICAD. Memorandum from the City Clerk regarding Council Work Session bf ~ December 6, lg94. Information regarding the Coralville-Iowa City Animal Shelter. Copy of Proposed Three Year Financial Plan FY96-98. (Budget) Copy of Financial Trends Monitoring System (December 1994). 77 7g December 19, 1994 Bruce R. Glasgow 834 N. Johnson St. Iowa City, IA 52245 CITY OF I0 WA CITY Re: Virginia Drive - Request to Improve Dear Mr. Glasgow: Our records show that the Virginia Drive right-of-way between the Conway Subdivision and the Whiting Additions was deeded by the Whiting family to the City in parts under at least two deeds in 1953 and 1960. The deeds do not refer to the paving of any street. The Whiting Addition; Part 5 was subdivided October 13, 1959 and did not include Virginia Drive on the plat. All reference to the im.provement of streets is to Oaklawn Avenue. The City has no interest in paving Virginia Drive to provide access to your property, particularly since your property seems to primarily consist of a wooded ravine. From the documents we have, I find no obligation for the City to pave the street either. The lots in the Whiting Addition are developed and do not require access to Virginia Drive. Since Virginia Drive was not in the Whiting Addition subdivision, assessment of these property owners is questionable. If you do wish to develop your 3.89 acres, the right-of-way appears to be available for you to construct the street to your property (I find nothing that dedicates this property as public right-of-way however). Construction of the street would be at your cost to local street standards. If you were to subdivide the 3.89 acres, a subdivision would be required for three lots or more. For fewer lots, an administrative lot split can be approved through the Department of Housing and Inspection Services. If you have some documentation that contradicts what I have told you in this letter pertinent to the City's obligations to pave this street, please let me know. I do have a telephone (356-5232) and if you feel you have been forgotten or have not received a timely response you can always call me. We have a lot of issues we have to deal with and occasionally an item does get buried; a reminder phone call could benefit both of us. Please let me know if you need anything more on this item. Have a happy holiday. Sincerely~ t~rin Franklin, Direc!or Planning & Community Development cc City Council ~ City Manager City Attorney Director, HIS bc5-2 -~i April City Manager Steve Atkins City of Iowa City Civic Center Iowa City, Iowa 5ee4o Dear Mr. Atkins: .I am the owner of a 3.89 acre tract of land south of the city street called "Virginia Drive". This street is the only access to this property. Since this street was a part of the Whiting Subdivision it carries an agreement between the City of Iowa City and the developer to improve the street. This was not done. I now approach the City of Iowa City to call upon them to open up this street and make the improvements and assess impr~ments to the Whiting Subdivision property owners. these As an intermediate solution to vehicular access, I ask the city to clear the trees and get Virginia Drive to a condition suitable for vehicular access. A drawing of the acreage and Virginia Drive is attached. Sincerely .......... BRUCE R. 834 No. Iowa City, cm~194 RECE!V O D ]C 1 6 1994 December 15, 1994 Dear ICAD Investor: G R O U P I would like to wish you a Happy Holiday Season and provide you with an update on ICAD as we approach our midyear point. We have had an exceptional increase in the number of companies interested in relocating to the greater Iowa City area. Over the last 12 months, the number of prospect requests we have received has doubled. Their requests range from 200 square feet of individual office space to 200,000 square feet of warehouse space. This year we have also seen a higher number of retail requests. The number of site visits by companies interested in relocation has also doubled, and we expect this trend to continue. All of this activity has resulted in the creation of over 525 new jobs in the area over the past 12 months. ICAD continues to be actively involved with the Iowa City/Cedar Rapids .Corridor Committee, and are continuing our regional marketing efforts which include, in addition to normal activities, the Midwest U.S. - Japan Association Conference in September of 1995. Also, discussions are underway to develop a regional marketing strategy targeted towards the pharmaceutical industry. To help keep the staff and the Board of Directors up-to-date with the needs of the community and our investors, a series of interviews have been completed this past year. For your information, enclosed is a summary of the results from those interviews. If you have additional input on ways that ICAD can promote economic growth and meet the needs of the region, please contact ~ or myself at (319) 354-3939. It is an exciting period of time to be an investor in ICAD and to be involved in the growth we are experiencing. Thank you for being an investor. ICAD Chair Enclosure IOWA CITY AREA DEVELOPMENT GROUP, INC. 325 E. Washington, Suite 100, P.O. Box 2567, Iowa City, IA 52244 (319) 354-3939 Fax (319, 338-9958 ICAD CONTRIBUTOR QUESTIONNAIRE RESULTS Compiled December 1, 1994 N=38 What are the general business conditions that you face? · excessive governmental involvement and increased competition · business has been good, downtown parking an issue · fairly stable · health care concerns, optimistic about agriculture · good to excellent depending on area of country · business very good in Iowa City, especially city and university. Business climate in Iowa City as good as any place in the state. · difficulties with hiring due to low unemployment · constant need for quality people · not in my back yard a~tude, city government · more competitive deregulated environment, stable to slow growth in energy sales What is your view of ICAD? (good, bad, indifferent) Good - 28 responses Indifferent - 7 responses Bad - 3 responses What do you see as ICAD's strengths? · timely responses to prospect requests · recruiting new and diverse industries, assisting existing industries university-cities-chamber partnership · strong board of director, professional staff and strong leadership · central place to facilitate economic development in the area What do you see as ICAD's weaknesses? · perception by others that ICAD does not actually bring economic development to the area · needs to be more proactive · not enough individual attention to businesses in town · political problems · leadership · role with the Chamber · financial · emphasis on the larger communities · lack of industrial sites Are there any issues or concerns that ICAD could assist with? · lack of available buildings employment issues · help identify and obtain new industrial~3ark · more involvement with existing industries ' assist local contractors with getting the jobs · concerns about housing costs · work with local realtors · keep up good work of promoting the area. What is the biggest challenge facing your business today? · space needs · hiring qualifi.ed people · liability competing with top talent in the industry, keeping up with technology staying in business · moving towards TQM · capital required for product development, keeping costs in line as we expand · high price of land · lack of affordable housing Are you interested in assisting with economic development efforts, such as: · Attending groundbreakings - 8 · Attending City Council meetings- 9 · Attending dinners, receptions, etc. for clients - 15 · Meeting with prospects to discuss the area and the business climate - 18 · Other: Not at this time - 3 Would help out if time allows - 4 City of Iowa City MEMORANDUM Date: December 15, 1994 Mayor and City Council From: City Clerk Re: Council Work Session, December 6, 1994 - 6:00 p.m. in Council Chambers Mayor Susan Horowitz presiding. Council present: Horowitz, Baker, Kubby, Lehman, Novick, Throgmorton (6:25 p.m.), Pigott (6:50 p.m.). Staff present: Atkins, Helling, Woito, Karr, Franklin, Yucuis, Davidson, Schoon, Schmadeke, Moreno, Elias. Tapes: 94-136, Both Sides. NEAR SOUTHSIDE: Reel 94-136, Side I PCD Director Franklin and City Attorney Woito responded to Council comments. Council tentatively agreed to defer formal agenda items 19-25. Horowitz noted that formal consent calendar items #4.e.(4) and (5) need to be deferred to December 20, 1994, at the request of the applicant because the paperwork is not in order. REVIEW ZONING MATTERS: Reel 94-1~6, Side I PCD Director Franklin presented the following Planning and Zoning items for discussion: bo Settin(3 a public hearinq for December 20, 1994, to vacate a portion of Waterfront Drive located south of Hiahwav 6 and west of the CRANDIC Railroad ri.clht-of-wa¥. (VAC94- 0007) Public hearin.q on an amendment to the Zonin(~ Ordinance chanain.q the use regulations of RM-12 zoned properties located qenerally alone Faimhild and Davenport Streets between Dubuaue Street and Dod.qe Street, and in the 200 block alon.cl Bloomington Street from RM-12, Low DensiN Multi-Familv Residential to RNC-12, Nei.clhborhood Conservation Residential. Amendment to Citv Code Section 14-6E-7, to re.qu ate the location of I~arldn~ s13aces in the Central Business Support Zone (CB-5). (First consideration) Ordinance amendina the Zonin.q Ordinance to chan.~e the use reaulations of a 5.52 acre propertv located east of Waterfront Drive and the CRANDIC Railroad ril:lht-of-wav from Cl- 1, Intensive Commercial, to CC-2, Community Commercial. (REZ94-0010) ('Second consideration) Amendment to City Code Section 14-6E-2, Nei(Ihborhood Commercial Zone (CN-1), to allow restaurants as provisional uses or bv s13ecial exception with s13ecific restrictions, and car washes by special exception with specific restrictions. (Second consideration) 2 fo Amendments to Citv Code Section 14-6B-2 and Section 14-6E-8 to ~3ermit restaurant carry-out uses in the CB-10 zone. (Second consideration) Franklin noted that the applicant has requested expedited action. Consider a letter to the Johnson Counb/Board of Suoervisors recommendln~ al~l~roval., with condirons, of an a13~hcation submitted by W am Frees to rezone 107 acres from A1, Rural, to RS3, Suburban Residential, for property located partially in Frinc~e Area 4 on the south side of Din.~ eberrv Road NE a~3~3roximatel¥ ,6 mile east of its intersection with Hi.~hwav 1. ('CZ9449) Consider a letter to the Johnson County Board of Supervisors recommendinq a~3mval of an a~lication submitted by Vincent and Beth/Dalton to rezone 1,5 acres of a 3,5 acre tract from County A1, Rural, to RS, Suburban Residential, for I~roperb/located in Frin(~e Area 3 on the north side of New~3ort Road ap~roximatalv one-half mile east of its intersection with Prairie du Chien Road. (CZ9454) (Item g:) Council directed staff to clarify language in paragraph 2 of the letter concerning agricultural use. COUNCIL AGENDA/TIME: Reel 94-136, Side 1 In response to Kubby, Karr noted that the joint meeting with the Johnson County Board of Supervisors is scheduled January 24, 1994, Kubby noted that she needs to speak with City Attorney Woito regarding Sycamore improvements. Kubby stated there needs to be additional solutions for specific problems related to two households in Towncrest. Kubby noted that she will prepare a memorandum in January. Kubby stated that she would like Council to direct City Attorney Woito to draft a mobile home laws for tenant/landlord relationship ordinance, City Attorney Wolto noted that the City can be more stringent and that the state law on mobile home park relationships between landlord and tenant is really pretty strange, In response to Council, City Attorney Woito stated that she can prepare a memo on what the City could do in the form of an ordinance, e Throgmorton noted that information relating to TCI needs to be made public. City Attorney Woito responded that releasing that it is premature in terms of the rules that the City is governed by federal franchising. Throgmorton inquired about the rezoning of property in the Sycamore Farms/Langenberg Tract area for schools and neighborhood commercial, PCD Director Franldln stated staff has looked at the intersection of Sycamore extended and the Baker noted that he will be out of town on Friday, Saturday, Sunday and Monday. (December 9-12) 3 Horowitz noted that the Rules Committee met via telephone on Tuesday afternoon. Kubby explained that the Rules Committee addressed a Parks and Recreation bylaw change that would allow for reappointments for an unexpected term plus another full term. Kubby suggested that the recommendations be forwarded to the Parks and Recreation Commission and that a memo be sent out to all boards and commissions to obtain feedback about it. APPOINTMENTS: Reel 94-136, Side I Housing Commission - Elizabeth Swenson CCN - John Falb COUNCIL AGENDA/TIME CONTINUED: Reel 94-136, Side I Water and wastewater projects. City Manager Atldns reviewed Information in his December 4 memorandum regarding water and wastewater projects. Iowa City Finance Director Yucuis responded to Council questions. Horowitz stated dlscusslon regarding water and wastewater will be continued during Council's formal meeting. Meeting adjourned at 7:10 p.m. cler~ec12-6.1rtf ?5' C. oralville-Iowa City Animal Shelter P, ather than com, lrucdng an enth'cly new building. blower l}tn iS also used by the direct gain solar the cities ol Coralville and Iowa City decided to system at the new entrance as part of its therlnal reuse theh' old anhnal sheher as a garage. anhnal storage system. Because the animal sheher requires isolatiou. launthT anti lounge am{ add a new anhnal no ai:' recirculation. a coil loop recovery system. care section. The strutlure was designed so Ihal h~ which transfirs heat by passing water coils through the fimn-c another ~000 square Feet of south-thclng both exhaust and t~csh air streams. is used to preheat strutlure couhl be added. The kennel area i~ barn- incoming fresh air. giving an estimated annual Ihel like with a grain bin roof entrance. accenting the savingsofS894. agrarian nature of the [}tcillty, Corrugated racial. the The existing building has been retrofitted with a international industrial enclosure choice of the poor. passive solar Trombe wall. Constructed ofsteeJ studs homeless and disenfranchised. was used al the and dingle corrugated clear fiberglass over the entrance Io ~vmbolizc lost homeles~ and tbrgotten cxisdng concrete block. d~e Trombe wall uses solar animals. el:er~' to heat the concrete block. which radiates the The ~hcltcr combines a high efficiency mechanical heat to the inter;or. In the summer. the Trombe wall system. a hot water tadlain litmr system. a passive is vented to the outskle, The animal tkml savin~s of , . l ;: ,. = solar Trombe wall and a dh'cct gain hybrid passive he Trombe waP .~rc S~02 solar system m heat cool tnt ventilate the building. The new entrance to the sheher is heated by a The radiant system. which is tbc most efficient direct gain hybrkl passive solar system. As show& in because it beats objects and not air. also provides the diagram. solar energy from the windows heats better coml~rt to the animals in the sheher. the concrete floor slab. As the warm air in the room A high cftlcicncy Ik,'nacc and air rondaloner and rises. the [i.'nace blower Ihn directs the air to the a hot water radiant Iloor system are usedln lhe concrete block thermal storage system under tl~e .' ".' '. '' floor slab. storing the heat unti[it isgradualh. I I I I I ' : i I II I .... II I II II ~ll[ i~l 'i ~ i. I'l :~ W, ml~lellt '-. , ~ _ . in all areas of the shelter heated by solar enec~v f~a"*~"~~~~ m}~a massing has been added to the interior by fitci,g the a.~;}.:{~;B - y~ . }. insulated wood stud frame with four-inch glazed [':07;~? ']~7 b~.2~ block. O,'erall ,he building achieves supe,'insulation ~:~[}:~?~ ',~~ and floor slab and edge insulation. Existing ':'9.:(;~Yi~ t ~ .... reinforced cement coating. The estimated annual ,-.: .....: e. ;S6 f~. , - ~a~4 e v,, ;~ ~avings tbz' the retrotlt insulation are S270. ~ 7~ ,l.~. ~J;g¢;q~.5~d~:~?~ The buildingls artificial lighting is provided with I ~ ~' '~'} ~'~ ' ' } ' Watt-Miser fluorescent lamps with high efiiciencv ~ ballasts and muhiple switching. allowing the light I i [II ][l[ll[~lll][ll~: Ill daylight in Ihe kennel areas. ~ll l. I.J ,~a[..~ r, ~___.[.::.[.~:~]];;~.1.[ ~ Special care was taken to maximize energy .... ' ','$1: ~r: ' ,, . .. " '.. ~ design. conservation and equipment. Asa result, ,571 ., .l .... .l i '' I I ' I I i ~CO~BlO~ &X ener~, use was ,'educed 62.7 percent. . . ~... ~ ~..~.1 · , ¢..q. JMI' CORPOIRA T'r ON Coralville-Iowa City Animal Shelter Ralht-r th,:m tonstrutting an curb'ely ne:v I~uildlng. d~e ci(ies of Coral:lille and [O'.vn Cil.%l decided to reuse their old allilnal diebet as it garage. animal isola:ion. laund[3. and lounge. and add a ,:my animal care section. The slrUClUre was desi~.ed so dlal in :fie l~llUre anod:er 5000 sqm:re feet ~l' soulh-facin~ slruclulle could be added. Tbe kennel area is barn- like ,rid: a grain bin roof elltllallce, accenting the agrarian nature o ' { ] e laciliDl. Col'rugltled metal. the international industrla[ enclosure choice ok' the poor. homeless and disen[r,mchised. was used al dw entrance to symbolize lost, homeless and tbrgoucn animals. The shelter combines a high efiicien%' mechanical solar Trombe wall and a direct gain Iwbrld passive solar D'slcm Io beat. cool and ventiktte the buikling. The radiant system. which is d:e most cfl'icien~ because it beats objects and not air. also provides better colnlbrt to the animals in Ihe sheb~.r. blower lhn is also used by the direct gltin solar s3'slem ill the new entrance as part of its thermal storage system. []ecause the animal shebet requires no air recirculation. a coil loop recovery system. which tl'ansl~rs heat kx' passing water coils through botb exhauM and fi'esh air sireams, is used to preheat incoming fresb air. giving an estimated annual fuel savings of 5894. l'he existing huildlng has been retrotitted with a passive solar Tromhe walh Constructed of steel sluds and single corrugated clear fiberglass over the existing concrete block, the Trombe wall uses solar energy ~o heat the concrete block. which radiales die heat to the interior. In lhe sulnmer, the Trombe wall is vented to Ihe outside. The annual fuel savings of die frombe wall are S202. The aetv entrance ;o the shelter is heated by a direct gain hybrid passive solar system. As sbow~ in tbe diagram. solar cner~v f,'om the windows heats the concrete tloor slab. As Ihe wai,n air in the ,'oom rises. the Ik~rnace blower Ihn directs tbe air to the concrete block diefinal storage s~'slem under the Iloor slab. storing d:e beat until it is gradually '/ Coltcrslo Block 1~lmal $1orage i'adla(ed back in to tbe space during the night. In all areas of tbe shelter healed by solar energ:kv and hot water radiant floor systems. exlca Iherma[ masslng has been added to the interior by I~acing the insulated wood stud frame with four-inch glazed block. Overall the building achieves superinsulation with R26 walls. 11.44 ceilings. stilted energ, v trusses anti floor slab and edge insulation. Existing uninsulated concrete block walls were retrofitted with two-inch tbick rigid insulation with fiber reinforced cement coating. The estimated annual Ihel savings for the retrofit insulation are $270. The buildlng's artificial llgbting is provided with Watt-,Miser fluorescent bmps with high efficiency ballasts and muhiple switching. allowing tbe light level to vary with use. Skylights provide natural daylight in t~e kennel areas. Special care was taken to maximize energy efficiency by utilizing atternatk. e energy systems design. conservation and equipment. As a result. ener~.. use was reduced 62.7 percent. Three Year Financial Plan FY96-98 City of Iowa City PROPOSED FINANCIAL PLAN Fiscal Year 1996 through 1998 CITY OF IOWA CITY, IOWA CITY COUNCIL Susan M. Horowitz, Mayor Larry Baker Karen Kubby Ernie Lehman Naomi Novick Bruno Pigott Jim Thingmorton CITY MANAGER Stephen J. Atkins FINANCE DIRECTOR Donald J. Yucuis BUDGET ANALYST Debbie Mansfield APPRECIATION This financial plan includes the ideas and recommendations of many citizens, the City Council and the City staff. During the year many suggestions are received from citizens in the City Council hearings and Informal contacts. The major impact of the City Council upon this financial plan Is In the priorities and programs adopted by the City Council during the current year. While other departments were Intensely Involved In the preparation of this financial plan, most of the credit for the document goes to the members of the Finance Department. Particular gratitude is expressed to the City Manager, the Finance Director, the Budget/Management Analyst, the Finance Secretaries, the Document Services Center, the Data Processing Division and the Print Shop. While we surely appreciate all contributions to this budget, It must be remembered that the real thanks must go to the City employees, who, on a daily basis, transform this document into the Clty's program of services. Pt*im~d on tccyclcd paper CITY OF IOWA CITY PROPOSED FINANCIAL PLAN FISCAL YEARS 1996-1998 TABLE OF CONTENTS CITY MANAGER'S LETTER ..................................... ORGANIZATIONAL CHART .................................... BUDGET POLICY ............................................ FINANCIAL PLAN OVERVIEW AND ANALYSIS ....................... CHARTS AND SUMMARIES: All Funds Financial Summaries ................................. Transfers-In .............................................. Transfers-Out ............................................. Authorized Personnel ....................................... FY96 Additional Position Requests ............................. GENERAL FUND: Policy & Administration Program: General Fund Financial Plan Summary ............... General Fund Reserves ......................... General Fund Expenditures Summary ............... General Fund Administrative Divisions Expenditure Summary General Fund Administrative Receipts Summary ........ City Council ........................... City Clerk ......................... City Attorney ....................... City Manager ....................... Human Relations ................... Finance Administration ............. Accounting ..................... Central Procurement Services ...... Treasury ...................... Document Services ............... Information Services .............. Government Buildings ............ Human Rights ................. Risk Management ............... Non-Operational Administration ........ Home and Community Environment Program: Planning and Community Development: Administration ......................... Urban Planning & Development ............. Neighborhood Services ................... Community Development Non-Grant Activity ,,, Economic Development .................. Comprehensive Plan Update ............... Engineering ................... . ......... Public Works Administration ................ PAGE 1 4 5 17 32 37 39 42 43 45 46 49 50 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 64 65 66 67 68 69 70 71 72 C.B.D. Maintenance ..... Energy Conservation ..... Traffic Engineering ...... Street System Maintenance Forestry/Horticulture ..... Cemetery ............. Community Protection Program: Police; Fire Administration .................... Patrol .......................... Criminal Investigation ............... Records ........................ Community Services ................ Emergency Communications .......... Animal Control .................... Fire Vehicle Replacement .............. Housing & Inspection Services: Administration ......................................... Building Inspection ...................................... Housing Inspection ...................................... Human Development Programs: Recreation ............................................. Parks ................................................. Parks & Recreation Administration ............................. ENTERPRISE FUNDS; Parking Revenue: Parking Operations ..................................... Parking Reserves ....................................... Wastewater Treatment: Wastewater Treatment Operations ......................... Wastewater Treatment Reserves .............................. Water Revenue: Water Operations ........................................ Water Reserves .......................................... Refuse Collection Operations .................................. Landfill: Landfill Operations ........................................ Landfill Reserves ......................................... Airport Operations ......................................... Public Transit: Public Transit Operations .................................. B r oP~dbl~n~r .~e~ ietc ~ r~me r~ a t'i(; ~sl ............................... Broadband Telecommunications Operations ..................... Broadband Telecommunications Reserves ................. , ..... 73 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 97 98 100 101 102 102 103 104 105 107 108 109 110 110 DEBT SERVICE FUND: Fund Summary ............................................ Summary of Expenditures .................................... EMPLOYEE BENEFITS TRUST: Fund Summary - Employee Benefits ............................. Fund Summary - Public Safety Reserve ........................... Summary of Expenditures .................................... SPECIAL REVENUE FUNDS: Road Use Tax ............................................. J.C.C.O.G.: Administration ............................................ Transportation Planning ..................................... Human Services Planning .................................... Solid Waste Management .................................... ECICOG Assessments ....................................... INTRAGOVERNMENTAL SERVICE FUND: Equipment Maintenance ..................................... Transit Equipment Maintenance ................................ Equipment Replacement Reserve ............................... Central Supply & Prirt ....................................... OTHER FUNDS: Risk Management Loss Reserve ................................ Health Insurance Reserve ..................................... Special Assessments ........................................ RISE Repayment Fund ....................................... 111 112 113 113 114 115 116 117 118 119 120 121 121 122 123 124 124 125 126 December, 1994 City Council City of Iowa City CITY OF I0 WA CITY Re: FY96-98 Financial Plan Mayor and City Council Members: As the Council is aware, for the past two fiscal years, the City has been the subject of a state-imposed property tax freeze. With the preparation of these budget proposals, the freeze legislation is no longer in effect. However, the state government is now proposing a new and permanent reduction in available local revenue, that being the elimination of property tax on machinery and equipment. All signs point to the approval of this legislation and, therefore, we have made the assumption that the current state proposal of elimination of machinery and equipment property taxation will occur and the city's available property tax revenue will be reduced accordingly. Currently, machinery and equipment amounts to approximately 4% of our available property revenue, or $700,000 per year. We understand the state may consider a reimbursement on a declining schedule over a ten-year period. This factor has been incorporated; however, after the ten year phaseout, no further state aid is expected. With the loss of the machinery and equipment revenue, continued expansion of State rollback on residential values, and no increase in other state aid, the General Fund budget has little margin for growth to accommodate the effects of inflation, let alone expansion of public services. These circumstances have lead me to propose a budget plan that is substantially the same level of municipal services we have provided in past years. I believe we can continue current service levels as long as there are no major operational changes. However, we cannot significantly expand any general fund financed services. There are a number of issues pending which will have a bearing on this policy and, specifically, departments have requested approximately $1.1 million in new positions; however, they are for all practical purposes beyond our ability to finance over the long-term. Other circumstances on the horizon may also require additional staffing, such as the Library Board's pursuit of and expansion at the library, a proposed new art/cultural center, the addition of transit routes, the expansion of park land and open space, etc. Other General Fund issues such as the Airport expansion and our need to refinance our housing authority are also expected to challenge our General Fund finances. Our revenues and expenditures have been reviewed in detail and I believe that the current program of services is about the level of public service which can be expected for our community. We are now able and should continue to be able to effectively and responsibly bargain with our employees and fulfill the effects of inflation on our operational expenses. We cannot anticipate any large cash outlay beyond our current commitments from the general fund. General Fund capital expenses will be reviewed and debt financing may be more appropriate. Our pension funds, health insurance, liability insurance and other related reserves are in good condition and allow us to meet our needs for the foreseeable future. -1- The enterprise funds within the operating budgets are substantially unchanged. Notably, the water and wastewater budget have included current rate adjustments; however, final decisions on future rates, timing, and project cost estimates for two major capital projects are pending. These projects directly influence the budget due to changes in operational requirements as well as debt service. The transit budget continues to grow at a rate of expenditures disproportionate to other City services and the subsidy has increased accordingly. The FY96 shows an increase of $165,004 over FY95 property tax subsidies for the operation of the transit budget. There is cause for concern within the transit budget in that the Clinton administration has proposed an elimination of the federal aid used to support the operational expenses. In that the operations of the transit are substantially general fund expenditures, such increases merely exacerbate our financial dilemma within that fund. The refuse and landfill operations are also substantially unchanged for the purpose of this budget plan, however, it is with the understanding that a number of policy issues are pending. These policy issues ultimately translate into operational expenditures and with proposed expansion of recycling, toxic clean-up, and any related DNR amendments to our landfill permit, these budgets will need to be amended later. The airport fund and related operational expenses will be affected by the master plan study under way. It is likely that significant capital expenses will await your decisions in the future as we respond to the master planning process and ultimately the overall renovation of the airport. The budget as proposed has the positive benefit of indicating that we are capable of living within the financial restrictions of the state; however, we are not in a position to embark upon any dramatic changes in service levels for our community. As I am sure you are aware, you will receive pressures from various constituent interest groups to increase certain services. With the state restrictions and other potential changes in the federal financial assistance, such as reduction in support for our transit system, we simply cannot pursue major new spending commitments. We have other demands awaiting our financial resources, such as the federal stormwater regulations which are likely to occur on the heels of the water and wastewater projects which are now planned. Water and wastewater can be financed from the revenues generated by the systems; however, a special utility charge from the general fund appears to be the only option available to us to meet these new stormwater regulations. For a comparison for local property owners, the following summarizes the financial impact of the FY96 budget proposals. A homeowner with an assessed value of $100,000 in FY95 paid a City property tax of $881 on a taxable value of $68,040 (rollback factor of .680404). In FY96 the assessed value of a ~ 100,000 home will have a taxable value of 967,507 (rollback factor of .675074) and a City property tax of $879. Business and industry property are taxed at 100% of assessment (no rollback). The tax rate for FY95 was 12.953 for City purposes and is proposed to be 13.021 for FY96. The increases in assessed value vary and thereby direct comparisons from year to year are not available for the purpose of determining average increases. City property taxes amount to approximately 40% of the total property tax bill. -2- This budget plan is not one of significant new issues, challenges or opportunities addressed, but merely one of maintaining our current position. Every effort should be put forth by the City organization and through your policies to maintain the financial strengths we now enjoy. Therefore, we must exercise caution if service expansion is to be considered. Stephe Atki~~ City Manager -3- City of Iowa City, Organizational Chart Citizens of Iowa City I Iowa City City Council Iowa Key I Airport Boards & Commission ~ Coa~issions Library City City City Board of Attorney ~anager Clerk Trustees 1 Broadband ~Telecommunlcations ~lvll Rights ---Equipment Eaintenance ---Personnel Administration ~Admlnlstration ~BD Ualntenance ---Cemetery --~overament Buildings ~4~arks --Recreation ~Admlnistratlon --Accounting --0ocument Services --Information Services ---Purchasing ~Treasury --Administration --Co~munity Oevelopment --JCCOG Programs ---Urban Planning --Economic Oevelopment ---Neighborhood Services __ransit Operations arklng - 4 - ~Admln./Trainlng ---Fire Prevention --Fire Suppression ~Adminlstratlon ~Animal Control ---Community Services ~rlmlnal Investigation --Emergency Communications ---Patrol ---Records & Identification Coord~ ~$elH or Center --Administration Assisted -..Housing _Building Inspection Housing --Inspection --Administration Energy -Conservation -Engineering --Solid Waste --Streets Traffic -Engineering Wastewater --Treatment --Water BUDGET POLICY FINANCIAL POLICIES The City of Iowa City's financial policies set forth the basic framework for the overall fiscal management of the CiW, These policies assist the decision-making process of the City Council, These policies provide guidelines for evaluating both current activities and proposals for future programs, Most of the policies represent long-standing principles, traditions and practices, and follow generally accepted accounting principles which have guided the City in the past and have helped maintain financial stability. OPERATING BUDGET POLICIES The City will prepare an annual balanced budget for all operating funds. The City will maintain a budgetary control system to ensure adherence to the budget and will prepare regular reports comparing actual revenues and expenditures to budgeted amounts, Operating budgets are established on a fund/department/program basis. A contingency account will be maintained in the annual General Fund operating budget to provide for unanticipated expenditures or to meet unexpected small increases in service delivery costs. The City Council will be informed quarterly on staff initiated amendments from the contingency account to the operating programs within the General Fund. Budget amendments may be made throughout the year with approval of the Department Director, Director of Finance and the City Manager. The City Council formally reviews and approves all amendments processed by staff once a year in May. -5- o Increases or amendments to operating budgets are made only *n the follow'ng situations: - emergency situations - transfer from contingency expenditures with offsetting revenues or fund balance - carry-over of prior year expenditures OPERATING BUDGET PREPARATION CRITERIA General Guidelines Maintain the fiscal integrity of the City's operating and capital improvement budgets in order to provide services and to construct and maintain the City's infrastructure. Maintain the City's responsible fiscal position and AAA bond rating, Present budget data to Council in a format that will facilitate annual budget decisions based on a three-year planning perspective, Provide Council with a summary of the three-year forecasts. Encourage citizen involvement in the annual budget decision-making process through public hearings, informal meetings, budget briefs and related informational efforts. Service Level Guidelines Deliver service levels which are consistent with the citizens' willingness to pay and the City's available resources. -6- Base decisions to reduce service levels or eliminate programs on City-wide priorities. Recognize that City employees are one of the City government's most valuable resources and are essential to the delivery of high quality, efficient services. Revenue Guidelines Property tax levy rates will not exceed the limits as established by the State of Iowa. Revise user fee rate structures to charge the costs of service provided to the benefiting customers, while maintaining sensitivity to the needs of low income citizens. Support federal and state legislation which provides property tax relief. Oppose legislation which imposes local service mandates without fiscal support. Exoenditure Guidelines Support responsible management efforts to increase productivity by providing resources for office automation, preventive maintenance, risk management/employee safety, and employee training. REVENUE POLICIES The City will try to maintain a diversified and stable revenue system to minimize short- rut] fluctuations in any one revenue source. The City will attempt to maximize benefits from major revenue sources as a way of maintaining a stable property tax rate. The City will follow an aggressive policy of collecting revenues. -7- The City will establish all user charges and fees at a level related to the full co~t (operating, direct, and indirect) of providing the service, whenever practical, The City will review license fees/charges annually to determine if the revenues support the cost of providing the service. Parking, Refuse, Wastewater Treatment, Landfill, Broadband Telecommunications and Water funds will be self-supporting through user fees. Rate adjustments will be submitted to Council by ordinance if state or locally legislated, or by resolution (if not state or locally legislated). CAPITAL IMPROVEMENT PROGRAM BUDGET POLICIES The City will develop a seven-year capital improvement program, which will be reviewed and updated annually, comply with City Council goals and be compatible with the Comprehensive Plan whenever possible. The complete seven-year capital project funding plan must be balanced each year by matching projected expenditures with proposed revenue sources by fund. Funding for projects should be obtained through borrowing from: - bond market, general obligation or revenue bonds - enterprise fund operations and reserves - internal loans The City may utilize General Fund cash balances to fund capital projects whenever available and feasible. -8- U {l The City shall utilize available funding sources for capital improvements whenever practical and feasible such as but not limited to: - federal and state grant funds - special assessments - developer contributions The City will maintain its physical assets at a level adequate to protect the City's capital investment and to minimize future maintenance and replacement costs. The budget will provide for the adequate maintenance and the orderly replacement of the capital plant and equipment from current revenues when possible. RESERVE POLICIES The City will establish a contingency line-item in the annual General Fund operating budget to provide for unanticipated expenditures or to meet unexpected small increases in service delivery costs. Operating cash balances at fiscal year-end will be maintained at a level to ensure sufficient cash flow throughout the fiscal year, Reserves will be maintained in the Water, Wastewater and Parking Funds in accordance with existing Bond Ordinance provisions. Reserves will be maintained for equipment replacement and for unexpected major repairs in the General (Library, Parkland Acquisition and Development and Fire Equipment Replacement), Parking, Wastewater, Water, Landfill, Transit, Broadband Telecommunication, Equipment Replacement and Central Services Funds. Reserves, based on third party actuaries, will be maintained for the Risk Management Loss Reserve, Health Insurance and Dental Insurance Funds. -9- "Rolling stock" replacement will be maintained on a replacement cost basis each year. Additions to the fleet are made through allocations in the annual budget. A separate reserve will also be maintained for replacement of the Fire Department vehicles and will be based on replacement cost. All general obligation debts will be paid from the Debt Service Fund. Debt service applicable to Enterprise Fund projects will be paid from the Debt Service Fund, but will be abated from revenues from the respective Enterprise Fund. INVESTMENT POLICIES a Disbursement, collection, and deposit of all funds will be managed to insure maximum investment opportunity for City funds. a The City will strive to maximize the return on its investment portfolio, with the primary objective of preserving capital in accordance with the City's investment policy and prudent investment practices. All City funds will be pooled for investments, with interest allocations made monthly. II DEBT POLICIES The City will confine long-term borrowing to capital improvements. Total general obligation debt will not exceed 5% of total taxable assessed value of real property. The debt service property tax levy shall not exceed 25% of the total property tax levy. -10- The City will follow a policy of full disclosure on every financial repor~ and bond prospectus. The City will use "pay as you go" financing to fund general capital improvement projects, whenever feasible and practical, COMPENSATED ABSENCES L IJ Administrative employees hired prior to June 15, 1983 and all other employees hired prior to June 29, 1985, upon death, retirement or termination {except firefighters) are entitled to be paid for one-half of the total accumulated sick leave hours at the current effective hourly rate for that employee up to the sick leave payout amount calculated-as of June 28, 1985, whichever is less. After June 28, 1985, employees accumulate vacation, sick leave, and other benefits at various rates depending on bargaining group and length of service. Employees are paid for their total unused vacation time upon death, termination (except firefighters) or retirement. However, sick leave can only be used during employment. The cost of compensated' absences are recognized when payments are made to employees and the City amends the budget at that time. ACCOUNTING, AUDITING, AND FINANCIAL REPORTING POLICIES Quarterly financial reports will be prepared. A three-year financial plan for all operating funds will be prepared by the City Manager and presented to the City Council for their review. A Seven Year Capital Improvement Program budget will be prepared, reviewed and revised annually. Q An independent audit will be performed annually for all City funds. -11- The City will produce a Comprehensive Annual Financial Report (CAFR) in accordance with Generally Accepted Accounting Principles as outlined by the Governmental Accounting Standards Board. PURCHASING POLICIES Purchases for all City departments for the City of Iowa City shall be in accordance with the City Procurement Policy. Methods of source selection are as follows: -Public Improvements Competitive sealed bidding shall be used for Public Improvement Contracts of $25,000 or greater (Code of Iowa). This process shall consist of: Invitation for bids Public notice Bid opening Bid acceptance and bid evaluation Bid award - City Council/Commission authorization ?? -Professional Services The consultant selection procedures guide all City departments involved in procuring engineering, architectural, and other professional services. Within approved budgets, City Manager awards up to $ 25,000; City Council authorization over $25,000. -Major Purchases The Purchasing Division operates a "voluntary purchasing" system rather than a complete "centralized purchasing" system. Under the voluntary system, departments obtain standard operating items, within approved budgets, utilizing Purchasing procedures. The Purchasing Division reviews various categories of -12- II II 11 II I I merchandise and services and makes recommendations for consolidation and standardization of purchases to reduce duplication and overall costs, -Emergency Procurement In the event of an emergency, supplies, services or construction may be purchased without regard to normal purchase selection procedures to protect the health and welfare of the public. The City Manager shall keep the City Council informed of the extent of the emergency. -Gifts/Conflict of Interest/Interest in Public Contracts Conduct shall be in accordance with the Code of Iowa - Chapters 68B.22 Gifts, 68B.2A Conflict of Interest and 362.5 Interest in Public Contract; a City officer or employee shall not have an interest, director or indirect, in any contract or job of work or material or the profits thereof or services to be furnishud or performance for the offer's or employee's of the City. RISK MANAGEMENT POLICIES It shall be the policy of the City of Iowa City to assume the risk of property damage, liability and dishonesty in all cases in which the exposure is so small or dispersed that the loss would not significantly or adversely affect the operations or financial position of the City, Insurance will not be purchased to cover loss exposures below prevailing deductible/ retention amounts of current insurance held by the City of Iowa City, unless such insurance is required by statute or by contact, or in those instances in which it is desirable to obtain special services, such as inspection or claim adjustment services in connection with insurance. The deductible/retention amounts will be reviewed once annually by the Director of Finance and the Risk Manager to ensure appropriateness of the amounts. -13- Insurance will be purchased where possible against all major exposures which might result in loss in excess of the City's insurance reserve through the purchase of the following types of insurance. - All risk insurance on real and personal property. - General liability insurance. - Automobile liability insurance. - Fidelity and crime insurance. - Catastrophic workmen's compensation insurance. The City will self-insure in those instances where the cost of insurance is so high that it would be more cost effective to assume the risk. Property will be insured on replacement cost basis, as determined by a competent appraisal service, against as wide a range of perils as possible. The value will be reviewed once annually by the Risk Manager and the City's insurance advisor. Loss prevention recommendations made by insurance companies, the state fire marshal or local fire authorities will, whenever possible, be implemented. In those cases in which such recommendations are not followed, a written report in which an explanation or justification is made will be filed with the Director of Finance and the City Manager within 30 days of receipt of the report. Insurance will be purchased only through licensed agents or agencies who have the staff and technical competence to adequately service the insurance provided. [3 Insurance will be placed only in insurance companies rated A+ or A in Bests. Insurance places in other companies will require a written report of the particulars, such report to be filed with the Risk Manager. The administration of the risk management policy will be a responsibility of the Risk Manager. Such responsibility includes placement of insurance coverage, maintenance -14- of property appraisals and inventories, processing of claims and maintenance of loss records, and supervision of loss prevention activities, finadm~l~udget.p~l -15- This page intentionally left blank. -16- I I-t II FINANCIAL PLAN OVERVIEW The Three-Year Financial Plan (the Plan) is again being used for Fiscal Year (FY) 96 through FY98. This is a one year annual budget that meets state budget requirements and also provides an additional two years of projections as a planning tool for City government. The "Financial Plan Overview" discusses the basis that the financial plan has been built upon. The Financial Plan includes only the operating budgets. The operating budget plan includes "General Governmental Operations" and "Enterprise Operating and Reserve Funds." A separate seven-year Capital Improvements Program budget has been prepared, but is not part of this document. 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 informs parties both inside and outside government of its future objectives in providing services to its constituents. The three year plan permits particular emphasis to be placed on property tax levies, user fee projections, 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 provides a means to meet most funding needs at some time within the three year period. The Three Year Plan is a reliable planning document and a management tool. The modified cash basis of accounting has been used for preparation of the Plan because the City maintains its daily accounting records on this basis. Therefore, revenues are recorded when received, not necessarily when they are earned, and expenditures are recorded when paid instead of when they are incurred. However, a departure from strict cash basis is the fact that the City does not record reimbursements for damages as revenue but nets them against the cost of repairing damages. The Financial Plan summarizes the budget by major category within each division but actual receipts and expenditures are monitored carefully on a line-item basis by the Finance Administration Division and the department head in charge of eaoh division and compared to the budget throughout the fiscal year. Each department head is ultimately responsible for ensuring that the divisions under their control stay within budget. -17- FINANCIAL PLAN ANALYSIS GOVERNMENTAL OPERATIONS General Governmental Operations consist of the General Fund, the Debt Service Fund, the Trust and Agency Funds, Internal Service Funds and the Special Revenue Funds. A. PROPERTY TAX Property tax is the single largest revenue source for the City General Fund, accounting for over 65% of FY96 General Fund revenues. The property tax freeze imposed by the state ends in FY95. The City's property tax requests for FY96 through FY98, including the FY95 certified tax requests, are proposed to be levied as follows: FY95 FY96 Tax Rate Tax Rate Dollars Per 91000 Dollars Per $1,000 General 11,548,818 8.100 11,925,033 8.100 Library 384,961 .270 397,501 .270 Transit 1,343,006 .942 1,398,615 .950 Subtotal 13,276,785 9.312 13,721,149 9.320 Employee Benefits 2,823,912 1.981 2,908,280 1.975 Debt Service 2,376,857 1.661 2~553~886 1.726 Subtotal 18,477,554 12.954 19,183,315 13.021 % Chge from prior year 7.5% 0.5% 3.8% 0.5% Ag. Bldgs. & Land 6,082 3,004 6,000 3.004 TOTAL LEVIED ~18,483,636 .19_,189,315. FY97 FY98 Tax Rate Tax Rate Dollars per ,~1000 Dollars Per.,~1000 General 12,284,577 8.100 12,837,603 8.100 Library 409,486 .270 427,920 .270 Transit 1,440,784 .950 1,505,645 .950 Subtotal 14,134,847 9.320 14,771,168 9.320 Employee Benefits 3,147,000 2,075 3,340,000 2.107 Debt Service 2,619,322 1.719 3,003,504 1.886 Subtotal 19,901,169 13.114 21,114,672 13.313 % Chge from prior year 3.7% 0.7% 6.1% 1.5% Ag. 81dgs. & Land 6,000 3.004 6,000 3.004 TOTAL LEVIED 19,90~ 7,! 69 21 ,.720,672 The property tax levy requested for FY95 is calculated based on the state imposed property tax freeze legislation. FY96 through FY98 reflect levies based on no freeze. The City could levy for Tort Liability but chose not to and pays for this out of the General 8.10 levy. Since the City didn't levy this tax in FY93, the property tax freeze restricts the City from requesting this tax in FY94 and FY95. Following is a schedule highlighting the changes from FY92 through FY95 in assessed value, state rollback, exemptions and taxable assessed value. Taxable assessed value is calculated by applying the state rollback factor to residential value and by subtracting military and TIF exemptions. 18- Leas: Commercial, Exemptions Taxable Industrial & Milita~' & Assessed Descriotion Residential Util~es TIF Values Valuation Fiscal Year 1996 (eat,) 100% Assessment $1,136,298,473 t~716,698,155 - - 91,852,996,827 State rollback .675074 .... (380,289,305) Loss: Exemptions .... (11,557,395) (11,557,395) Taxable Assessed Value ~ 767,085,555. ~716 698,155 9(11,557,395) 91,479,603,883 Fiscal Year 1995 100% Assessment 91,089,889,230 9893,293,279 9- - 91,783,182,543 State rollback .680404 None -- (348,324,238) Less: Exemptions .... (9,078,219) (9,078,219) Taxable Assessed Value 9 74!,564,992. ~693,293,2_79_ $ (9,078,219) 9~1..425,780~0_52 Fiscal Year 1994 100% Assessment 9 949,139,460 9651,001,896 9 -- 91,600,141,358 State rollback .726985 None - - (259,129,258) Less: Exemptions .... {8,591,624) (8,591,624) Taxable Assessed Value 9, 890,010,202 9851,001,896 ~ (8,59.~624.) ~1,332,420,474' Fiscal Year 1993 1OO% Assessment $ 925,388,170 9626,415,370 9 -- 91,551,803,540 State rollback .730608 .... (249,292,127} Less: Exemptions .... (9,948,833) {9,948,833) Taxable Assessed Value .9 _6_7.6~096,043 9628,415,370_ 9 (9,948~3_3_) ,~(1,292,582,580_ Fiscal Year 1992 100% Assessment 9 832,042,560 9579,546,900 9 - - 91.411,589,450 State rollback .794636 .... (170,871,586) Loss: Exemptions .... (14,255,105) (14,255,105) Taxable Assessed Value 9 661,170,964: ~579,546,900- ~(14,255,105) 91,226,462,759 Commercial, Industrial & Percentage Chan~les Residential Utilities Exemptions Total *FY96 100% Assessment 4.26% 3.38% N/A 3.92% FY95 100% Assessment 14.83 % 6.50% N/A 11.44% FY94 100% Assessment 2.56% 3.48% N/A 3.00% FY93 100% Assessment 11.22% 8.09% N/A 9.93% *FY95 State rollback (0.78%) N/A NIA N/A FY95 State rollback (6.41%) N/A N/A N/A FY94 State rollback (.50%) NIA NIA NIA FY93 State rollback (8.06%) N/A N/A N/A *FY98 Taxable value 3.44% 3.38% (27.31%) 3.78% FYg5 Taxable value 7.47% 6.50% (5.66%) 7.01% FY94 Taxable value 2.06% 3.48% (13.64%) 3.00% FY93 Taxable value 2.26% 8.09% (30.21%) 5.39% 100% assessed value is estimated to increase 3.92% from FY95 to FY96; however, after applying the state rollback factor and exemptions, taxable assessed value is estimated to increase 3.78%. The State does control local growth in taxable assessed value through the rollback( factor on residential property. After only a .5% decrease in the rollback factor from FY93 to FY94, the state again, in FY95, decreased the rollback to .680404 or 6.41% lower than the FY94 rate of .726985. The FY96 rollback is estimated to be .8% lower than FY95. The rollback factor -19- along with the maximum state imposed tax rates in the General (8.10), Ubrary (.27) and Transit (.95) levies allows the state to conical taxable growth locally. The General property tax levy totaling $11,925,033 is used in the General Fund to pay for the support of many services, such as police, fire, library, park and recreation services. The levy cannot exceed 88.10 per 91000 of taxable assessed valuation per State law. The Library tax levy of $.27, which was voted in by a majority of the residents in 1991, will generate approximately 9397,501 in FY96. The initial levy was used to expand Library services and this levy contin(Jes to maintain that level of service. The FY96 transit levy totaling 81,398,615 is 4.14% more than the FY95 amount. The FY96 levy is 91,398,615 and is 4.14% higher than FY95. FY97 and FY98 are estimated at 3% and 4.48% higher than the previous year, respectively. The transit levy is a "general" levy for transit use and must be receipted into the general fund and then transferred to transit. The Employee Benefits property tax levy is used for General Fund emolover costs of social security (FICA - 7.65%), the Iowa Public Employees Retirement System costs {IPERS - 5.75%), the Police and Fire Pension contributions (17.66%), health insurance, life insurance, disability insurance, worker's compensation insurance premiums and unemployment compensation. In FY94, FY95, FY96 and FY97 the City has or will lew the Employee Benefits tax at 82,762,942, 92,921,831, 93,362,528 and 83,650,470, respectively. The Employee Benefits Fund reflects the use of local Employee Benefits Retirement Fund Reserve monies to fund part of the employer share of the Police/Fire pension contribution, approximately 9502,000 was used in FY95 and in FY96, FY97 and FY98, 9595,000, 9682,000 and ~696,000, respectively. The Debt Service (DS) 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. The FY96 levy increases to 92,553,886 from 82,376,857 in FY95. The levy is projected to increase to 92,619,322 in FY97 and 93,003,504 in FY98. New debt issues to pay for the cost of repairs and renovation to streets, bridges, recreation buildings, etc. in FY95, FY96, FY97 and FY98 are 88.5 million (DS-91.4 million), 94.4 million (DS-91.9 million), 86.5 million (DS-86.3 million) and 94.4 million (DS-93.0 million}, respectively. GENERAL FUND REVENUES Overall, General Fund revenues in FY1996, 1997 and 1998 increase approximately 81,000,000 each year. FY96 revenues are approximately 926.1 million or 4,3% greater than FY95. General Fund revenues are summarized into nine major categories. The analysis of each category follows: Prol~ertv Taxes - This includes the General (8.10), Transit (.95) and Library (.27) levies. The property taxes as proposed are at the maximum allowable rates. FY96 property tax revenues totalled 813,727,149 or 3.3% greater than FY95. FY97 is projected to increase by 3% and FY98 by 4.5%. 4 Transfer: Emplovee Benefits Levy -- this property tax revenue source is receipted in the Employee Benefits Fund and then transferred to the General Fund to pay for benefits of employees (employer share of FICA, IPERS and Police and Fire Pension contributions; health premiums, etc.). FY96 transfers totalling 93,326,447 are approximately 2% greater than FY9B. - 20 - = Road Use Tax -- This is a gas tax that is received by the State of Iowa paid to the City on a per capita basis, receipted into the City Road Use Tax Fund and then transferred to the General Fund to pay the actual costs of the Traffic Engineer and Street Division less other revenues received by these divisions. Starting in FY96 an additional transfer to the General Fund to fund a new forestry position will occur. This new position is directly related to the maintenance of City street right-of-way. State Fundin~ -- The revenue sources that come from the State of Iowa consist of state aid, personal property replacement tax and bank franchise tax, Except for the bank franchise tax, the State remits these revenues to the City in two equal installments, one in December and the other in March. All three of the revenue sources are budgeted at approximately the same amount as actually received in FY94 and reflec~ no increases in future years. Chargeback of Services - This revenue source consists of administrative charges to the Enterprise Funds (Ex.: Water, Parking, Wastewater, etc.) for services provided in the Finance and Public Works Administrative Divisions, use of the Document Services Division, use of Central Services, Cable TV transfer to the Library and in FY95 a new chargeback was added for the City Attorney Division. Fines, Permits and Fees -- This category includes quite a variety of different revenue sources. The largest are Recreation fees, building permits and inspections, parking and library fines and magistrate court fines. Overall this revenue category is budgeted at approximately the same amount as FY94 and reflects very small increases in future years. Contractual Services - Included in this revenue line item is the contract for Fire Department services provided to the University of Iowa. Johnson Counw contracts with the City for the use of the Library and Senior Center for residents who live outside the City limits of Iowa City but within Johnson County, Hotel/Motel Tax - This revenue is from the 7% hotel/motel tax that is assessed to those establishments within the city limits of Iowa City. Actual receipts are allocated as follows: Police Patrol (50%), Convention Bureau (25%), Mercer Park Aquatics (15%) and Parkland Fund (10%). The 10% amount that goes to Parkland Fund is further broken down into Acquisition (7%) and Development (3%). All Other Income -- The largest two revenue sources in all other income are interest income and transfer of parking fines to the General Fund. -21 - 10000 GENERAL FUND RECEIPT TYPE 1) PROPERTY TAX 2) TRANSFER: EMFL BENEFITS LEVY 3) ROAD USE TAX 4) STATE FUNDING: STATE AID (fo;merly Municipal Assistancs and Uquor Profits) PERSONAL PROPERTY REPLACEMENT BANK FRANCHISE TAX TOTAL STATE FUNDING 5) CHARGEBACK OF SERVICES ADMIN EXPENSE CHARGESACK OTHER CHARGES FOR SERVICES TOTAL CHARGEBACKS 6) FINES PERMITS & FEES RECREATION FEES BUILDING PERMITS & INSPECTIONS PARKING FINES- $5 MAGISTRATES COURT LIBRARY FINES POLICE SERVICES POOD & LIQUOR LICEN & PERMITS HOUSING PERMITS & INSPECTIONS CEMETERY FEES & CHARGES BUILDING & DEVELOPMENT FEES ANIMAL CONTROL SERVICES TOTAL FINES PERMITS & FEES 7)CONTRACTUAL SERVICES UNIVERSITY FIRE CONTRACT JOHNSON COUNTY CONTRACT TOTAL CONTRACTUAL SERVICES 8) HOTEL/MOTEL TAX 9} ALL OTHER INCOME INTEREST INCOME MISCELLANEOUS REVENUE MONIES & CREDITS MILITARY CREDIT LIBRARY-OPEN ACCESS LOAN REPAYMENToUAY TRANSFERS IN-CABLE PROCEEDS FROM SALE OF HOME PARKING FINES TRANSFER TO GF LIBRARY LOAN & TRANSFER GRANT-FEMA REIMB-FLOOD GRANTS-POLICE/SENIOR CENTER TOTAL ALL OTHER INCOME GRAND TOTAL REVENUES PERCENTAGE CHANGE FROM PRIOR YEAR CITY OF IOWA CITY GENERAL FUND REVENUES BY MAJOR CATEGORY FOR FISCAL YEAR 1994 THROUGH 1998 FY 94 FY 96 FY 98 FY 97 FY 98 ACTUAL ESTIMATE PROPOSED PROPOSED PROPOSED 12,418,799 13,282,867 13,727,149 14,140,847 14,777,168 3,201,233 3,260,877 3,326,447 3,704,331 3,934,924 2,233,133 2,508,886 2,704,155 2,803,540 2,896,350 659,738 600,000 836,000 836,000 636,000 320,267 295,000 32~000 320,000 320,000 139,173 100,000 100,000 100,000 100,000 1,119,178 995,000 1,058,000 1,056,000 1,056,000 933,399 1,047,400 1,048,000 1,119,660 1,196,161 127,654 139,775 137,731 144,976 152,725 1,061,053 1,187,175 1,185,731 1,264,635 1,348,886 590,387 603,947 581,848 581,848 581,848 457,598 334,775 418,925 418,925 418,925 284,148 230,000 275,000 275,000 275,000 126,723 105,000 110,000 110,000 110,000 218,485 169,300 197,390 200,001 202,795 188,526 42,250 48,250 48,250 48,250 88,503 102,230 83,730 83,730 83,730 95,040 123,250 123,250 123,250 123,250 35,263 30,003 30,000 30,000 30,000 49,010 30,000 46,000 46,000 46,000 83,184 66,200 71,400 71,400 71,400 1,988,404 2,194,967 1,836,952 1,985,793 1,991,198 678,933 654,900 721,000 771,470 825,473 383,601 313,444 373,680 395,604 419,063 1,042,834 988,344 1,094,680 1,167,074 1,244,536 427,228 400,000 400,000 400,000 400,000 193,364 180,000 200,000 200,000 200,000 99,127 40,985 20,925 20,925 20,925 27,327 26,000 26,000 26,000 28,000 11,441 11,500 11,500 11,500 11,500 42,487 0 0 0 0 82,710 0 0 0 0 25,000 25,000 25,000 0 0 54,296 0 0 0 0 301,985 230,000 280,000 280,000 280,000 O 50,000 50,000 0 0 205,580 0 0 0 0 0 11,500 0 0 0 1,043,297 574,985 613,425 538,425 538,425 24,741,422 25,015,086 26,093,380 27,063,256 28,187,487 1.11% 4.31% 3.72% 4.15% C. GENERAL FUND - EXPENDITURES The proposed General Fund expenditure budget in FY96 is $26,586,022 and very little change operationally from the FY95 Budget. A comparison of dollars and percentage changes by major classification of expenditure follows: DOLLARS Actual Budget Proposed Proposed Proposed FY9.4 FY95 FY96 FY97 FY98 Personal Services Commodities Services & Charges Capital Outlay Transfers Contingency TOTAL EXPENDITURES $15,044,357 $16,290,602 916,916,164 785,148 946,761 922,221 4,401,486 3,945,591 4,517,639 1,085,286 1,252,761 1,184,001 2,080,751 3,284,032 2,789,640 - - 133,155 256,357 · ~ 18,609,530 919,121,159 950,793 980,240 4,605,816 4,805,707 943,484 1,060,757 2,933,996 3,019,884 264,048 271,969 823,397,028 .925,852,902 ~26,586,022~ ~2e,307,667. ~29,259,716' PERCENT CHANGES Actual Budget Proposed Proposed Proposed FY94 FY95 FY96 FY97 FY98 Personal Services Commodities Services & Charges Capital Outlay Transfers Contingency TOTAL % CHANGE 9.5% 8.3% 3.9% 10.0% 2.8% 6.5% 20.6% (2.6)% 3.1% 3.1% 6.7% (10.4)% 14.5% 2.0% 4.3% (1.3)% 15.4% (5.5)% (20.3)% 12.4% (34.3)% 57.8% (15.1)% 5.2% 2.9% ...... 3.0% 3.0% 2.3% 10.5% 2.8% 6.5% 3.4% 1. Personal Services Personal services includes salaries and benefits (health, life, disability insurance and employer share of FICA, IPERS, and Police/Fire retirement contributions. The FY95 budget includes scheduled step increases and an estimated bargained adjustment. 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 are 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 on July 1, 1994, and includes a 3.00% adjustment to wages in FY96 plus any scheduled step increases. Sworn police officers are represented by the Police Labor Relations Organizations of Iowa City. The bargaining unit is composed of all Iowa City police officers. Exempt from the unit are the police chief, lieutenants, captains, sergeants, and other confidential, administrative, supervisory and less than half-time employees. The police -23- officers union agreed to a three-year contract that spans July 1, 1994, through June 30, 1997. This agreement included a 3.0% adjustment to wages in July 1994, 3.25% in January 1995, 2% in July 1996, 2% on December 28, 1996, plus any scheduled step increases in each fiscal year. 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 th.e unit are the fire chief, fire marshal and battalion chiefs. The firefighters negotiated a one-year contract, July 1, 1994, and includes a 3% adjustment to wages plus any scheduled step increases. 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. Approximately 100 administrative and confidential employees received a 3% adjustment July 1, 1994, plus any soheduled step increases. Commodities Commodities mainly consist of office and cleaning supplies, and maintenance and repair materials for buildings, streets and equipment. Supplies and materials are projected to decrease by 2.6% in FY96 and then increase by 3.1% in FY97 and FY98. Services and Charges Services and Charges cover expenses for liability insurance premiums, Aid to Agencies payments, printing and postage, various service contracts, repairs and maintenance to vehicles, equipment and buildings, chargeback for vehicle use and replacement, and utility costs. FY96 is estimated to increase 9570,000 or 15% more than FY95. The main reasons are reinstatement of the general fund loss reserve payment {t~200,000) which was not planned in FY95 due to the property tax freeze; electricity, sewer and water proposed rate increases (975,000); vehicle repairs (930,000); professional services ($51,000); postal, telephone, and radio communications maintenance (975,000) are some of the changes from FY95 to FY96. The Aid to Agencies budget is partially funded from Community Development Block Grant monies and the remainder funded from property tax revenues in the General Fund. The City Council appropriates money annually to each agency. The FY96 budget is proposed to be 9358,650 ($105,000 CDBG, 9253,650 General Funds). The financial plan provides for a 3% increase in FY97 and FY98. Below is a detailed listing of the agencies funded from FY92 to FY95. Human services received FY96 requests for funding totaling $433,734. Actual Actual Actual Projected FY92 FY93 FY94 FY95 Big Brothers/Big Sisters 9 28,000 9 28,500 $ 30,000 9 31,500 Crisis Center 22,050 24,900 26,892 29,692 Domestic Violence Program 28,400 31,400 38,900 42,000 Elderly Services Agency 45,000 47,750 48,750 51,000 Emergency Housing Project 1,800 2,000 3,500 5,250 HACAP 6,000 6,000 6,000 6,000 Mayor's Youth Employmerit 33,000 39,691 35,000 35,000 MECCA 13,500 16,000 20,000 22,000 - 24 - I I e Rape Victim Advocacy Red Cross United Action for Youth Neighborhood Centers ICARE Ufe Skills Housing Contingency Subtotal LESS: Amount Funded Directly by CDBG Net General Fund Total Transfers Actual Actual Actual Projected FY92 FY93 FY94 FY95 12,000 12,00{~ 12,000 12,000 4,200 4,200 4,200 4,200 46,000 47,000 49,000 50,000 25,000 27,000 42,976 45,000 6,500 7,500 8,500 8,500 -O- 14,844 -0- -O- -O- -0- -0- 15.253 $271,450 $308,885 $325,718 $357,395 {46,O75) (102,535) ¢105.000) {105~000) ,~225,375 20~6,350 ~220,718 ~252,395' Below is an itemized listing of actual transfers from the General Fund for FY93 and FY94, the FY95 Budget and Proposed for FY96, FY97 and FY98. Transfers to Actual Actual .Budget Proposed Proposed Proposed FY93 FY94 FY95 FY96 .FY97 FY98 Transit Levy $1,233,038 $1,263,240 $1,343,011 $1,398,615 JCCOG 116,670 85,292 152,927 98,449 Airport Subsidy 47,100 86,971 109,696 98,650 Transit Subsidy 213,894 213,500 455,600 565,000 River Trail/Bike Trail 0 0 41,808 50,000 Streetscape-Near 0 0 0 50,000 Southside Fire Truck 100,000 0 50,000 0 Replacement Fund Park Renovation/ 10,592 17,761 162,064 65,000 Impr/Replace Park Development 0 0 177,286 117,286 Library A/V 6,000 9,000 6,500 6,500 Replacement Library Cable 4,500 0 3,000 5,290 Channel Replace- ment Ubrary Computer 51,000 14,800 30,000 45,000 Replacement Reserve Library-Loan Repay- 0 0 74,480 50,000 merit/Capital Projects Parking 6,000 6,000 6,000 6,000 Land Acquisition 0 1,168 161,200 57,100 Park Development 0 0 24,000 12,000 Civic Center 1,130,091 157,167 376,477 0 Renovation Loan Repayments/ 74,793 177,071 0 0 Animal Control Community Develop- 95,317 23,084 62,983 0 ment - Non-Grant $1,440,784 $1,505,645 108,594 111,957 113,000 111,000 800,000 840,000 48,192 30,000 50,000 50,000 0 0 65,000 117,286 6,500 5,290 46,000 65,000 6,000 57,100 12,000 0 115,142 6,500 5,290 45,000 0 O 0 0 6,000 57,100 12,000 0 O O -25- Transfers to Police Patrol Library Recipmcal Borrowing Senior Center - Building Improve- ment Loan Repay- ments Recreation - Capital Projects Fire Dept.-Weather Sirens TOTAL Actual Actual Budget Proposed Proposed Proposed FY93 I~Y94 FY95 FY9~ FY97 , FY98 3,397 0 O 0 O O 69,361 0 O 0 O O 0 0 20,000 30,000 30,000 30,000 3,500 25,697 10,000 0 0 0 0 0 17,000 29,250 29,250 29,250 t~3~165~253. $2,080,751. $3,284,032 .$2~6_8.4,_1_4q .~2,933~996' $3,O19,884 5. Contingency The expenditure line item contingency is set at approximately 1% of all budgeted expenditures. The FY95 original budget was $248,890 the balance at 11-30-94 is $133,155 as budget amendments have been processed using contingency. FY96, FY97 and FY98 contingencies ' are set at 9256,357, $264,048 and 9271,969, respectively. D. GENERAL FUND YEAR-END BALANCE The City separates the General Fund cash balance into a Pure Fund Balance and a Reserve Fund Balance. 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 Reserve Fund Balance is allocated for Parkland Acquisition/Development, Library Reserves for computer equipment replacement, AV and Public Access equipment replacement, State reciprocal borrowing revenues and Fire Apparatus replacement. 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 1994 through 1998. FY94 FY95 FY98 FY97 FY98 Actual Budflet Proposed Proposed Prooosed Beginning Fund Balance Receipts Expenditures Ending Fund Balance Less Reserve Balances Pure Fund Balance $ 5,924,365 ~ 7,268,759 24,741,422 25,O15,086 {23,397,028) (25,852,902) 7,268,789 6,430,943 (688,993} (648,193) 6,430,943 9 5,938,301 26,O93,380 27,063,256 {26,586,O22) (28,307,867} 5,938,301 4,693,890 (676,283) (7~1,093) 6,579,766 $ 5,782,750, ~ 5,262,018. ~ 3,972,797 9 4,693,890 28,187,487 (29,259,716) 3,621,661 (711,101) _~. 2,910,560 The Pure Fund Balance is 28% of expenditures in FY94, and drops to 10% by FY98. Any unexpected deterioration of the City's cash position will need to be monitored closely. Following the Financial Plan Overview are schedules summarizing the General Fund reserve balances. The Pure Fund Balance is used to provide for cash flow in the first quarter of the new fiscal year because the majority of property taxes are not received until October/November and cash balances - 26 - are drawn down. The following chart shows cash flow needs or how expenditures have exceeded receipts in the first three months of the past eight years. 3 mos @ Shortfall Sept. 30 Receipts Exl~enditures in Receiots 1 994 $4,137,291 $6,690,150 ($2,552,859) · 1 993 $3,835,374 $6,205,082 ($2,369,708) 1 992 $3,814,379 $5,686,785 ($1,872,406) 1 991 $3,492,693 $5,348,695 ($1,856,002) 1 990 $2,963,027 $4,370,319 ($1,407,292) 1 989 $3,373,245 $4,542,016 ($1,168,771) 1 988 $2,579,141 $4,375,339 ($1,796,198) 1 987 $2,560,239 $4,574,149 ($2,O13,910) The pure fund balance at year-end will provide funding for the shortfall. E. DEBT SERVICE FUND This fund provides for the payment of the principal and interest due on general obligation debt of the City. Funding is provided by the Debt Service Tax Levy and abatement transfers from various Enterprise Funds for their capital improvements which were funded by General Obligation Bonds. Debt Service expenses in FY96 through FY98 include proposed bond issues of $4.4 million in FY96, $6.5 million in FY97, and $4.4 million in FY98. As stated in the City's Fiscal Policy, "Debt incurred as a general obligation of the CiW of Iowa City shall not exceed statutory limits: presently 5% of the total assessed value of 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 FY90 through FY98. The total property valuation amounts are actual for FY90-FY94, but are estimates for FY95 through FY98. Total Allowable Debt Debt as % of Property Margin (5% of Outstanding Debt Allowable Valuation Total Property Val.) at July 1 Debt Marqin *FY98 $1,848,531,710 $97,426,585 $23,382,380 24% *FY97 1,891,778,360 94,588,918 22,359,821 23% *FY96 1,836,678,019 91,833,900 21,466,530 23% FY95 1,783,182,543 89,159,127 18,331,O31 20% FY94 1,600,141,356 80,007,068 11,433,900 14% FY93 1,551,803,540 77,590,177 13,711,322 18% FY92 1,413,802,243 70,690,112 16,462,582 23% FY91 1,379,028,589 68,951,429 14,985,O00 21% FY90 1,308,653,903 65,432,695 15,170,000 23% *Estimate The Fiscal Policy also includes the guideline that "the debt service levy shall not exceed 25% of the total levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the total levy for FY90 through FY98. The levies for FY90-FY95 are certified and the FY96-FY98 are projected levies. (The State will certify the levy for FY96 in June 1995.) - 27 - Debt Total Levy Service Levy As % of Total *FY98 13.313 ~ .886 14% *FY97 13.114 1.719 13% *FY96 13.021 1.726 13% FY95 12.953 1,661 13% FY94 12.889 1.496 12% FY93 12.826 1.541 12% FY92 12,671 2.103 17% FY91 12.128 2.152 18% FY90 12.028 2.253 19% F. TRUST AND AGENCY FUND The Trust and Agency Fund budgets for JCCOG (Johnson County Council of Governments). The JCCOG fund is an agency fund. The City only acts as custodian for the fund and provides accounting services. JCCOG provides county-wide planning assistance for transportation, human services and solid waste planning. G. OTHER FUNDS Internal Service funds include the Equipment Maintenance Fund, Equipment Replacement Fund, the Central Supply and Print Shop Fund, the Risk Management Loss Reserve Fund and the Health Insurance Reserve Fund. 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 a chargeback to all departments for the maintenance services and the rentals of vehicles. The Equipment Replacement Fund is used to replace almost all of the rolling stock of all City vehicles. Funding is provided from a chargeback to all departments based on the estimated replacement value at the time of replacement. The Central Services Fund covers the operation of the general office supply inventory, the print shop, copiers, phone communications, mail services, radio maintenance and the FAX machine. Both of these functions are available to all City departments who are charged based upon the services utilized. The Risk Management Loss Reserve Fund accounts for the liability for all funds except the General Fund. All funds are charged based on their loss experience and prorated share of premium. The Health Insurance Reserve accounts for the actual payment of all health and dental claims. Funding is based on premiums based on actuarially sound estimates and charged to each department. The Special Revenue Funds include the Employee Benefits Fund, Community Development Block Grant Fund (CDBG), Road Use Tax Fund, Public/Assisted Housing and Special Assessments. The Employee Benefits Fund accounts for the receipt of property taxes related to employer share of benefits of the General Fund. Transfers to the General Fund are made from here. The CDBG and Public/Assisted Housing Funds account for revenue from the U.S. Department of Housing and Urban Development 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 and is used to pay for street related maintenance and planning, traffic engineering and street related construction costs. ENTERPRISE FUNDS The Enterprise Funds include Parking, Wastewater Treatment, Water, Refuse, Landfill, Airport, Transit and Broadband Telecommunications. These are primarily funded from user fees for services provided with the exception of transit and airport. They receive .most of thetr funding from property taxes, a General Fund subsidy. The other six funds are self-supporting from revenue that they generate. -28- A. PARKING FUND Parking rates were increased last on July 1, 1992. There are no rate increases calculated into the three-year financial plan. Revenues for the three-year plan are flat. Parking fines are receipted into the parking fund to satisfy revenue requirements for Parking Revenue bond covenants. If the bond covenants are satisfied and the cash balance at year end is adequate, the revenue from fines is transferred to the General Fund. Based on the cash balances declining from approximately $1,000,000 at the end of FY95 to approximately $93,000 at the end of FY98, a rate increase to fund operations will need to be enacted sometime within three-year financial plan. Parking expenditures reflect no change in staffing or operations. Transfers are approximately one- half of the operating budget. Transfers include the funding for debt payments, parking fines, transfer to the General Fund, parking reserve for ramp repairs and an operating subsidy to the transit operations. WASTEWATER TREATMENT FUND The wastewater treatment fund reflects the most recent 35% rate increase enacted for bills on or after March 1, 1995. There are no other rate increases reflected in the three-year plan. Rates will need to be adjusted after the decision is made on a timetable to proceed with constructing the planned wastewater projects. Expenses reflect no new increases in staff in the three-year plan. Transfers are the largest portion of the operating budget, accounting for approximately $4.65 million in expenses or 62% of the budget. Transfers pay for the debt service on bonds outstanding. Transfers reflect debt service on new issues in 1996, 1997, and 1998. The wastewater portion of those bond issues are $925,000, $1.9 million, and $200,000 in the three-year plan. Otherwise there is no significant changes in operating expenses in the three-year plan as proposed. C. WATER FUND The water fund reflects the most recent 40% rate increase enacted for bills on or after March 1, 1995. There are no rate increases factored in the three-year plan after that. Once a decision is made on the timetable of a new water treatment facility, rates will need to be calculated and factored into the three-year plan. FYg6 reflects the addition of 1½ full-time equivalent meter reader positions to accommodate monthly billing. There are no other new staffing positions reflected in the three-year plan. Transfers in FY96 reflect the debt service on 95.4 million of general obligation bond debt. The majority of this bond issue will reimburse the City for the cost of condemnation related to buying land for the new water treatment facility. No additional significant debt is factored into the three- year plan. D. REFUSE FUND No significant changes are reflected in operations within this fund. A 22% rate increase is factored in FY96, a 5% in 1997 and a 3.1% in 1998 in curbside refuse collection fees. Recycling fees reflect no change in FY96, a 4.6% increase in 1997 and a 4.4% increase in 1998. These increases are necessary to maintain the fund at its current level. E. LANDFILL FUND The three-year financial plan reflects increases in tipping fees of 1.5% each year. There are no significant changes in operations or transfers within this fund. The $1.7 million annual transfer -29- from the operating fund to landfill replacement reserve is used for the construction of new landfill cells, purchase of additional landfill land, and any major capital projects that are needed at the landfill. AIRPORT The Airport operating fund reflects no significant change in operations. Transfer increases slightly and is related to the bonds being paid off in FY96 and new expenditures replacing that in the form of a loan repayment. The loan repayment reflects amounts borrowed to build a new T-Hangar, an asphalt overlay project and a major roof repair. The General Fund subsidy increases to approximately 50% of the budget in the three-year plan. G. TRANSIT FUND The Transit Operating Fund reflects the addition of a new route. Although for accounting purposes this fund is considered an enterprise fund, which means fees pay for the majority of the costs associated with this fund, fees are one of the smallest portions of this budget. Less than 25% of the revenue generated from this fund is from fees. Another 16% is received from federal, state and local government. Starting in FY95, $90,000 has been transferred from the Parking Fund to the Transit Fund as an operating subsidy. The majority of the funding in the Transit Fund comes from a .95 tax on all taxable property within the City of Iowa City. This generates approximately $1.4 million a year. In addition, the General Fund subsidizes an additional $565,000 in 1996, $800,000 in 1997 and $840,000 in 1998 to operate this fund. This subsidization has a direct impact on the General Fund operations. As costs and new routes are added within this fund, the only source of funding for those new projects is the General Fund. The transfer out reflects an amount to the transit replacement fund which is used to pay for the City's portion of new bus purchases. Actual FY95 FY96 FY97 FY98 FY94 Budget Proposed Proposed Proposed Fare Revenue 9672,453 9638,000 9645,000 9645,000 9645,000 5.2% (5.2)% 1.1% .... Miscellaneous 34,810 33,000 32,500 32,500 32,500 Revenue {22.9)% (5.2)% (1.6)% .... Federal & State 505,618 491,000 480,000 480,000 480,000 Assistance 4.7% (2.9)% (2.3)% .... Transit Tax 1,263,240 1,343,011 1,398,615 1,440,784 1,505,645 Levy 2.5% 6.4% 4.2% 3.1% 4.5% Operating 213,500 545,600 655,000 890,000 930,000 Subsidy (0.2)% 255.6% 20.1% 35.9% 4.5% Total 92,689,621 93,050,611 93,211,115 93,488,284 93,593,145 H. BROADBAND TELECOMMUNICATIONS This fund accounts for the Cable TV operations of the City. The funding source is'from the cable franchise fee of 5% which is part of the monthly bill for Cable TV. There are no significant changes within this fund over the three-year plan. Transfers include an operating subsidy to the - 30 - l! Library for cable TV of $37,300 in FY96 and an increase up to 942,700 in FY98. In addition, 910,000 a year is transferred to the Cable TV replacement reserve fund, which is used to replace equipment on an as-needed basis. FY96 marks the last payment to the General Fund for the cable TV cost-associated with the Civic Center expansion. RESERVE FUNDS The revenue bond ordinance covenants require that Parking and the Wastewater Treatment Fund set aside these special accounts: a) Bond and Interest Sinking Reserves - amounts sufficient to pay current bond and interest maturities. (Transfers from the appropriate operating fund are made monthly.) 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. (Current parking balance is 9651,113 and current Wastewater balance is 93,672,550.) c) Depreciation, Extension and improvement Reserve or Renewal and improvement Reserves - 9240,000 transferred annually for Wastewater Treatment until a balance of 92 million is reached (current balance is 92,000,000) and 960,000 transferred annually for Parking until a balance of 9300,000 is reached (current balance is ~300,000). Parking, Landfill, Water, Transit and Broadband Telecommunications have separate reserves for future capital expenditures. The Parking reserve is to be used for every other year ramp repairs and for a future parking facility. Landfill's reserve is to be used for the purchase of additional landfill land and cell construction, Landfill closure funding and a perpetual care fund. 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 the federal and state governments and to fund future bus acquisitions. Broadband Telecommunications' reserve is for future equipment replacement. j-,Fl -31 - BA/~ANCE PROPERTY OTHER TRANSFERS TOTAL DISBURSE - TRANSFERS TOTAL DIS- 6-30-93 TAX RECEIPTS IN R~CRIPTS MENTS OOT BU~S~ENTS GENERAL FOND 9.924,365 DEBT SERVICE 463,023 P~KING OPERATIONS 1,375,448 PA~KING. RESERVES 2,223,272 W~'/~WAT~R T~EAT~TT OP~ATION 1,842,032 W~A~ ~S~S 7,852. 534 WAT~ OP~TIONS 1,908,075 WA~, ~S S30,620 ~SE C0~ImCTION 0P~TIONS 271. 793 ~FI~ OP~TIONS 875,117 ~FI~ ~ 1,863,791 AIRPORT OP~TIONS 9,170 ~SIT OP~TIONS 154, ~SIT ~S~S 515,252 BRO~ ~I~TIONS 217,83~ ~0~ TE~COM. ~S~S 56,4~3 EQ~P~ ~I~'~'~CE 179. 475 ~QUIP~ ~P~C~ ~S~ 1.274.490 ~GY CONSERVATION 74,028 RISK ~G~ ~SS ~SER~ 1,621~457 ~ INS~ ~S~ 1,030,033 SPECI~ ~SESS~ 195,373 RO~ USE T~ 3,816,228 ~E B~FITS 533,3~0 RISE ~PA~ ~ 11,22~ GRAND TOTAL B~J~ANCE 6-30-94 12,418,439 6,$61,652 5,761,331 24,741.422 21,316,277 2,080.751 23.397,028 ?,268,759 1,997,781 29,796 692,036 2,719,973 2,916,$92 2.916,592 266,004 2.911,119 127,888 3,039,007 1.232,998 1.927,113 3,160,111 1,254,344 196,000 1,925,148 2,081,148 954,290 360,599 1.314,849 2,989,571 6,528,778 6.528,778 2,301.380 4.151,493 6,452,873 1,917,937 3,499.354 3.499,354 3,347,161 3,347,161 8,004,727 3.706,523 3.706,523 2,651,837 1,038,887 3,690,724 1,923,874 936,800 536,000 2 2 1,066,618 1,717,980 1,717,980 1,659.835 35,?00 1,691.535 298,238 3,663,053 3,663,053 1,625,936 1,302,491 2,928.427 1~609,743 740,196 1.388,700 2.128,856 210.943 490,604 701.547 3.291,100 131,201 86,791 217,992 138,520 51.816 190.336 36,826 1,212.881 1,476,740 2,689.621 2~644,664 76.882 2,721,546 122,599 6,380 76,882 83,262 76,930 76,930 521,584 300,651 300,651 258,181 70,180 328,361 190,123 1,554 10.000 11,954 25,176 25,176 42.831 756.305 35.700 792,005 935,348 535,348 1,931,147 12.036 81.661 93.697 48.524 81,661 130,189 37.940 583.509 583,509 456,376 486,376 1,718~590 2,387.090 2,387,090 1,792,070 1,792,070 1,625.053 87~705 87,705 88,364 88,364 194,714 3,583.626 13o932 3,597,558 1,572 3.766,145 3,767,717 3,646,069 2,760.340 79,849 '434.412 3,274,601 129.369 3.201,233 3,330,602 477,369 816,247 816,247 68 434,411 434,479 3,906,041 17,316 17,316 13~391 13.391 19.150 * CDBG A~D ASSISTED HOUSING ~ OMITTED FROM HErE AND WIL~ BE SUBMITTED SEPEP, ATEL¥ BALANCE FUND 6-30-94 D~BT SERVICE PARKING OPERATIONS PARKIN~, RESERV'~S WASTEWATER TREATM~I~T OpE/~ATiON WASTEWATER RESER%F~S WAT~rR OPERATIONS WATER, RESERVES REFUSE COLLECTION OPE~J~TIONS LANDFILL OPERATIONS LANDFILL RESERVES AIRPORT OPERATIONS TRANSIT OPERATIONS TRANSIT RESERVES BROADBA/4D TELECOMMUNICATIONS JCCOG EQUIP~/qT REPLAC~'%-v~E~%~T RESERVE C~ SERVICKS RISK MANAGEMENT LOSS RESERV~ ~{~.LTH INSURANCE RESERVE SPECIAL ASSESSMENTS ROAD USE TAX EMPLOYEE BENEFITS PUBLIC SAFETY RESERVE FUNDS FINANCIAL SUMMARY - FY95 PROPERTY ~ Tg~NSF~RS ~T~J. DISEUP~E - TRANSFERS TOTAL DIS- TAX RECEIPTS IN RECEIPTS ME~TS OUT BURS~TTS BALANCE 6-30-95 7,268,789 13,282,867 6,657,496 6,074,763 25,015,086 22,568,870 3,284,032 25,852,902 6,430,943 266,004 2,376,857 25,000 1,493,295 3,895,152 3,904,457 0 3.904,457 286,699 1,254,344 0 2,712,000 6,000 2,718,000 1,510,899 1,445,105 2,956.004 1,016,340 2,989,571 0 0 1,125,105 1,125,105 950,970 298,359 1,249,229 2,865,347 1,917,937 0 ?,064,775 0 7,064,775 2,686,973 4,461,614 7,148,587 1,634,125 8,004,727 0 0 3,479,684 3,479,684 3,457,019 0 3,487.019 8,027,392 1,923,874 0 4,091,505 0 4,091,505 3,247,661 827,081 4,074,712 1,940,667 1,066,618 0 0 1,282,100 1,282,100 0 1,146,100 1,146,100 1,202,618 298,238 0 1,667,800 0 1.667,800 1,846.873 35,700 1,882,273 83,765 1,609,743 0 3.869,500 0 3,569,500 1,641,772 2,492,374 4,134,146 1,048,097 3,291~100 0 1,101.847 3,170,000 4,271,847 103,159 3,890,348 3,993,507 3,569,440 36,826 0 110,000 109.696 219.696 209.570 33,872 243.442 13,080 122,589 0 1,162.000 1,888,611 3,080.611 2.970.508 65.000 3.035.508 137,692 521,584 0 0 65,000 65,000 0 0 0 586,584 190,123 0 282,000 0 282,000 313,946 76.996 390,942 81,181 42,831 0 0 10,000 10,000 495 0 495 52,336 27,424 0 128,335 186,787 315,122 325,120 0 325,120 17,426 212,701 0 1.973,663 0 1,973,663 1,883,662 0 1,883.662 302.702 1,531,147 0 725,000 885,700 1,210,700 826,769 550,000 1,376,769 1,465,078 214,629 0 424,900 0 424,900 516,212 0 516,212 123,317 37,540 0 0 0 0 3,430 0 3,430 34,110 1,718,590 0 262,150 400,000 662.180 459,584 400,000 869,584 1,521,156 1,625,053 0 2,410,000 800,000 3,210,000 2,144,407 800,000 2,944,407 1,890,646 194,714 0 . 0 0 0 0 64,162 64,162 130,552 3,646.069 0 3,266,114 0 3,266,114 989 4,906,884 4,907,873 2,004,310 477,369 2,823,912 105,000 502,000 3,430,912 165,516 3,260,877 3,426,393 481,868 3,906.04~% 0 90,000 0 90,000 0 802,000 502,000 3,494,041 15,150 0 13,391 0 13.391 13,391 0 13,391 15,180 * CDBGANDASSISTED HOUSING ARE OMITTED FROM HER~AND WILL BE SUBMITTED SEPERATELY G~AL FUND DEBT SERVIC~ PARKING OPERATIONS PARKING° RESEBVES WASTEWATER TREATME/Fr OPERATION WAS T~T;ATER RESERVES REFUSE COLLECTION OPFA~ATIONS LANDFILL OPERATIONS LANDFILL RESERVES AIRPORT OPERATIONS TRANSIT OPERATIONS TRANSIT RESERVES BROADBAND T~ .~COb~4UNICATIONS BROADBAND TmY.~-COM. P. ESERV~S JCCOG EQUIPMENT ~A i~4 T~Ai~C~ EQUIPMENT REPLAC~Z4ENT RESERVE CENTRAL SERVICES ]~ERG~Y CONSERVATION RISK MANAGEMENT LOSS RESERVE H~ALTH INSURANCE RESERVE SPECIAL ASSESSM]~%ITS ROAD USE T;UX EMPLOYEE BER~FITS PD~LIC SAtieTY RESERVE RISE REPAYMENT FUND GRAND TOTAL FUNDS FINANCI~-L S%~4MARy - FY96 B.~LANCE ~ROPERTY OTHER TRANSFERS TOTAL DISBURSE - TRANSFERS TOTAL DIS- BALANCE 6-30-95 TAX RECEIPTS IN RECEIPTS MEriTS OU~ BDI~SEME~TTS 6-30-96 6,430,943 13,727,149 5,980,629 6,385,602 26,093,380 23,796,382 2,789,640 26,586,022 5,938,301 256,699 2,553,886 2,608,91~ 5,162,799 5,170,946 5,170,946 248,552 1,016,340 2,764,500 6,000 2,770,500 1,515,039 1,503,025 3,018,064 768,776 2,865,347 1,133,025 1,133,025 939,790 939,790 3,058,582 1,834,125 8,117,091 8,117,091 2,897,512 4,649,698 7,547,207 2,404,009 8,027,392 3,459,294 3,455,294 3,434,988 3,434,988 8,047,698 1,940,667 4,958,100 4,958,100 3,421,467 1,463,823 4,885,290 2,013,477 1,202,618 136,000 136,000 1,338,618 83,765 1,930,000 1,930,000 1,862,674 20,000 1,882,674 131,091 1,045,097 3,500,000 3,500,000 1,767,648 1,700,000 3,467,648 1,077,449 3,569,440 775,000 1,779,250 2,554,250 109,084 33,000 142,084 5,981,606 13,080 111,500 98,650 210,150 172,377 46,913 219,290 3,940 137,692 1,157,500 2,0~3,615 3,211,115 3,190,890 60,000 3,250,890 97,917 586,984 60,000 60,000 35,688 201,922 237,610 408,974 81,181 297,000 297,000 246,851 72,300 319,151 $2,336 10,000 10,000 5,000 5,000 57,336 17,426 124,850 198,449 323,299 329,069 329,069 11,656 302,702 2,065,O96 2,065,096 2,096,759 2,096,759 271,039 1,465,078 745,000 20,000 765,000 758,131 758,131 1,471,947 123,317 594,400 594,400 552,612 552,612 165,105 34,110 14,509 14,509 46,409 48,409 210 1,521,156 683,402 683,402 562,475 582,475 1,622,083 1,890,646 2,460,000 2,460,000 2,234,950 2,234,950 2,115,696 130,552 59,776 59,776 70,776 2,004,310 3,450,000 3,450,000 1,651 3,955,155 3,956,806 1,497,504 481,888 2,908,280 80,00~ 595,000 3,58~,280 179,796 '3,326,447 3,506,243 558,925 3,494,041 100,000 100,000 71 595,000 595,071 2,998,970 15,150 13,391 13,391 13,391 13,391 15,150 40,623,682 19,189,315 39,921,968 18,539,798 77,651,081 55,363,650 20,476,696 75,840,346 42,434,417 * CDBG AND ASSISTED HOUSIN~ AR~ OMItteD FROM H~RE AND WILL B~ SUBMITTED SEPERAT~LY BALANCE FUND 6-30-96 G ~,,",'i'F./~JLL FUND S, 938,301 DEBT S~RVICE 248,552 PA~KING OPERATIONS 768,776 PA!~KING, RESERVES $,058,$82 WASTEWATER TREATMENT OPERATION 2,404,009 WAST~WATE~ REsorts 8,047,698 WATER OPERATIONS 2,013,477 WATER, R~SERVES 1,338,618 P~EFUSE COLLECTION OPERATIONS 131,091 LANDFILL Op~.P. ATIONS 1,077,449 LANDFILL R~SERVES 5,981,606 AIRPORT OPERATIONS 3,940 T~ANSIT OPEP~ATIONS 97,917 TI~ANSIT R~SERVES 408,974 HROADEAND TELECOMMUNICATIONS 59,030 BROADBAND TELECOM. RESERVES 57,336 JCC0~ 11,696 EQUIPMENT MAI~T~CE 271,039 EQUIPMENT REPLAC'~NT Pd~SERVE 1,471,947 C~NTRAL SERVICES 165,105 ENERGY CONSER%~ATION 210 RISK MANAGEMENT LOSS R~SERVE 1,622,083 ~J~LTH INSURANCE P. ESERVE 2,115 , 696 SPECII~L ASSESSMENTS 70,776 ROAD USE TAX 1,497,504 ~MPLOYEB BENEFITS 558,92'5 PUBLIC SAFETY P. ESERVE 2,998,970 RISE REPAYM]~qT FUND 15,150 GRAND TOTA~ ALL ~S FINANCI;%L SUF~4ARy - FY97 PROPERTY OTHER TRANSFerS TOTAL DISBURSE - TRANSFERS TOTAL DIS- TAX RECEIPTS IN RECEIPTS MENTS OUT BURS~UV~ENTS BALANCE 6-30-97 14,140,847 6,134,638 6,787,871 27,063,256 25,373,671 2,933,996 28,307,667 4,693,890 2,619,322 2,640,697 5,260,019 5,267,788 5,267,788 240,782 2,764,500 6,000 2,770,500 1,588,891 1,497,388 3,086,279 462,997 1,127,388 1,127,388 950,813 260,000 1,200,813 2,585,157 8,118,416 8,118,416 2,962,889 4,858,964 7,811,453 2,710,972 3,475,184 3,475,184 3,417,738 3,417,738 8,105,144 5,023,100 5,023,100 3,530,211 1,392,793 4,923,004 2,113,573 136,000 136,000 1,474,618 2,020,000 2,020,000 1,968,779 20,000 1,988,779 162,312 3,550,000 3,550,000 1,863,408 1,700,000 3,563,408 1,064,041 804,500 1,799,250 2,603,750 112,357 238,000 350,357 8,234,999 111,500 113,000 224,500 184,630 40,000 224,630 3,810 1,157,500 2,330,784 3,488,284 3,426,943 60,000 3,486,943 99,255 60,000 60,000 35,690 204,000 239,690 229,284 302,000 302,000 267,855 49,911 317,766 43,264 10,000 10,000 6,000 5,000 62,336 128,500 227,594 356,094 357,393 357,393 10,357 2,137,378 2,137,375 2,205,284 2,205,284 203,130 760,000 20,000 780,000 642,251 642,251 1,609,698 626,050 626,050 555,285 585,2a5 205,870 12,976 12.976 3,511 3,Sll 9,675 661,241 661,241 598,064 598,064 1,685,260 2,613,000 2,613,000 2,444,000 2,444,000 2,284,696 524 524 70,252 3,500,000 3,500,000 1,700 4,209,540 4,211,240 786,264 3,147,000 83,000 . 682,00D 3,912,000. 190,151 3,704,331 3,894,482 576,443 100,000 100,000 73 682,000 682,073 '2,416,897 13,391 13,391 13,391 13,391 15,150 42,434,417 19,907,169 40,621,587 19,415,768 79,944,524 57,987,766 ~i~5~ ~ ~5:~ * CDHGAND ASSISTED HOUSING ARE OMITTED FROM H~RE AND WILL BE SUBMITTED SEPERATELY AIJu FUNDS FINANCIAL SIDeMARY - FY98 BA/uANCE pROp~R%~y OTHER T~.ANS~RRS TOTAL DISBIIRSE - TRANSFERS TOTAL DIS- 6-30-97 TAX RECEIPTS IN R~CEIPTS MENTS OUT BURSI~Fg~NTS G~8~IERAL FLHTD 4,693,890 DEBT SERVICE 240,783 PARKING OPERATIONS 452,997 PARKING, RI~SERVES 2,985,157 ~AT~ ~ OP~TION 2,710,972 ~ OP~TIONS 2,113, ~73 ~, ~S~S 1,474,618 ~SE ~iON OP~TIONS 1~2,312 ~FI~ OP~TIONS 1, 064,041 ~FI~ ~S~S 8,234,999 ~RT OP~TIONS 3,810 ~SIT OP~TIONS 99,2~8 ~SIT ~S~ 229,284 ~ ~.~CO~ ~TIONS 43,264 10, EQ~ ~P~C~ ~SER~ 1,609,696 ~ S~VI~ 205,870 ~ ~NS~VATION 9 ~ 675 RISK ~~ ~SS ~S~ 1,685,260 ~ ~S~ ~SER~ 2,284,696 SPECI~ ~SESS~S 70,252 P~LIC S~ ~S~ 2,416,897 RISE ~PA~ ~ 15,150 GRAND TOTAL BA/~ANCE 6-30-98 14,777,168 3,303,504 3,340,000 6,299,045 7,111,274 28,187,487 26,239,832 3,019,884 29,259,716 3,621,661 2,657,398 5,960,902 5,869,127 6,969,127 232,558 2,764,508 6,000 2,770,500 1,636,662 1,493,943 3,130,605 92,892 1,123,943 1,123,943 938,486 938,486 3,170,614 8,119,774 8,119,774 3,043,768 4,868,139 7,911,907 2,918,839 3,469,564 3,469,864 3,434,673 3,434,873 8,139,833 5,023,100 5,023,100 3,647,742 1,394,823 5,042,865 2,094,108 136,000 136,000 1,610,618 2,085,000 2,085,000 2,029,618 20,000 2,049,618 197,694 3,600,000 3,600,000 1,926,853 1,700,000 3,626,053 1,037,188 835,000 1,799,250 2,634,250 118,727 39,500 155,227 10,714,022 111,500 111,000 222,500 182,431 40,000 222,431 3,879 1,157,500 2,435,645 3,593,145 3,531,273 60,000 3,591,273 101,130 60,000 60,000 35,692 35,692 253,592 307,000 307,000 263,067 52,705 315,762 34,602 10,000 10,000 5,000 5,000 67,336 131,500 235,457 366,957 367,130 367,130 10,184 2,186,134 2,186,134 2,200,879 2,280,879 108,385 770,000 20,000 790,000 995,565 995,565 1,404,131 660,000 660,000 600,808 600,808 265,062 12,976 12,976 3,616 3,616 19,035 681,078 681,078 616,035 616,035 1,750,303 2,766,000 2,766,000 2,663,050 2,663,060 2,397,646 70,252 100,000 100,000 78 696,000 696,075 1,820,822 * CDBG AAID ASSISTRD HOUSING ~ OMIJi-l'~u FROM ~ AND WI~.r- BE SUBMITTED SEPE~ATELY I I-' TRANSFER TO BUDGETED FUNDS GENERAL FUND: F Non-Operational Admin. Police: Administration Patrol Criminal Investigation Records Community Services Bureau Fire Department Traffic Engineering Streets Forestry Library: Library Operations Lib. Equip. Repl. Reserve Lib. Equip. Computer Reserve Lib. Equip. Cable/Video Equip. DEBT SERVICE: ENTERPRISE FUNDS: Parking Operations Parking Reserve Wastewater Treatment Reserve Water Reserve Landfill Reserves Airport Operations SUMMARY OF TRANSFERS BE31tt~EN FUNDS FY 96 RECEIPTS - TRANSFERS IN* TRANSFER FROM FY96 $ Parking Operations $ 280,000 Employee Benefits Fund 2,604,967 General Library 50,000 Cable 'IV Operations 25,000 Employee Benefits Fund Employee Benefits Fund Employee Benefits Fund Employee Benefits Fund Employee Benefits Fund ' Employee Benefits Fund Road Use Tax Road Use Tax Road Use Tax 10,763 311,807 58,488 9,629 13,320 317,473 864,000 1,809,300 30,855 Cable TV Library Library LibraP/ Subtotal General Fund Airport Operations Pollution Control Funds Water Operations Special Assessments Subtotal Debt Service 37,300 6,500 45,000 5,290 6,479,692 26,913 1,194,401 1,327,823 04,396 2,613,533 General Fund, Senior Center Parking Systems Operations Wastewater Treatments Operations Water Operations Landfill Operations Interfund Loans General Fund Non-Op..Admin. 6,000 1,133,025 3,455,294 136,000 1,700,000 79,250 98,650 -37- FY97 $ 280,000 2,909,982 0 0 11,850 343,300 64,395 10,601 14,665 349,538 900,300 1,869,300 33,940 39,911 6,500 45,000 5,290 6,884,572 0 1,383,380 1,256,793 4~901 2,645,074 6,000 1,127,388 3,475,184 136,000 1,700,000 99,250 1~3,000 FY98 $ 280,000 3,123,893 0 0 12,099 350,509 65,748 10,824 14,973 356,878 935,000 1,S26,500 34,850 42,705 6,500 45,000 5,290 7,210,769 0 1,398,575 1,258,823 0 2,657,398 6,000 1,123,943 3,469,564 136,000 1,700,000 99,250 111,000 '7? TRANSFER TO Transit Operations Transit Reserve Cable 3V Reserve OTHER FUNDS: JCCOG: Equipment Replacement Employee Benefit Operations UNBUDGETED FUNDS CAPITAL PROJECTS: TRANSFER FROM General Fund Non-Op. Admin. Transit Levy from General Fund Parking Fund Operations Transit Operations Cable TV Operations Subtotal Enterprise Funds General Fund Administration Landfill Operations Road Use Tax Refuse Operations Employee Benefits Reserve 595,000 TOTAL BUDGETED FUNDS 18,638,508 FY96 . FY97 $ . $ 565,000 800,000 1,398,615 1,440,784 g0,000 90,000 60,000 60,000 10,000 10,000 8,731,834 9,057,606 98,449 108,594 33,000 38,000 67,000 81,000 20,000 20,000 682,000 19,516,846 Parking Renewal & Impr. Res. 0 Transit Reserve 201,922 Landfill Operations 0 General Fund-Non-Op. Admin. 205,500 Parkland Acquisition Fund 69,100 Road Use Tax 1,184,000 General Fund - Parks 182,286 TOTAL UNBUDGETED FUNDS GRAND TOTAL 1,842,808 t.2_q,_4_8!,316 *Description of transfers appears on the following chart: Disbursements-Transfers Out. -38- 250,000 204,000 200,000 98,192 89,100 1,325,000 182.286 2,328,578 $2! ,845,424. FY08 840,000 1,505,645 90,000 60,000 10,000 9,151,402 111,957 39,500 84,000 20,000 696,000 19,971,026 0 0 0 80,000 69,100 655,000 180,142 984,242 I1 II [1 SUMMARY OF TRANSFERS BETWEEN FUNDS DISBURSEMENTS - TRANSFERS OUT TRANSFER FROM TRANSFER TO BUDGETED FUND GENERAL FUND: Non-Operational Admin. JCCOG Transit Opra. Transit Opra. Airport Opra. Capital Projects Fire Dept. Parks Lan~11 Reserve Capital Projects Library Senior Center Parkland Acquisition Equip. Repl. Reserve Equip. Repl. Reserve Equip. Repl. Reserve Non-Op. Admin Pan~ing Operations Landfill Reserve Capital Projects ENTERPRISE FUNDS: Parking Systems Operations General Fund Admin. Renewal & Impray. Res. Bond & Interest Sinking Capital Projects Transit Operations Wastewater Treatment Operations Debt Service Bond & Int. Sinking Reserve Water Operations Depr., Ext., & Improve- ment Reserve Debt Service Refuse Operations Equipment Reserve DESCRIPTION FY96 FY97. FY98 $ $ $ Iowa City's Po~on $ 98,449 Operating Subsidy 565,000 Transit Levy 1,398,615 Operating Subsidy 98,650 River Trail/Bike Trail 50,000 Sl~eetscape-Near Southside 50,000 Building Repaira 105,500 $108,594 $111,957 800,000 840,000 1,440,784 1,505,645 113,000 111,000 48,192 30,000 50,000 50,000 0 0 Loan Repayment 29,250" 29,250 29,250 Park Renovation/Improvement 65,000 Park Development 117,286 Res.-Future Replacement 6,500 Res.-Computsr Replacement 45,000 Res.-Cable TV/Video Equip. 5,290 Loan Repayment 50,000 Resewe Parking-Sr. Center 6,000 Loan Repayment 30,000 Land Acquisition 57,100 Park Development 12,000 Subtotal General Fund 2,789,640 Rerum Parking Fines As Per Bond Resolution As Per Bond Resolution Ramp Repair Operating Subsidy Abated G.O. Bonds As Per Bond Resolution For Futura Improvements Abated G.O. Bonds Repay Loan-3 Packers, Recycling 65,000 65,000 117,286 115,142 6,500 6,500 45,000 45,000 5,290 5,290 0 0 6,000 6,000 30,000 30,000 57,100 57,100 12,000 12,000 2,933,996 3,019,884 - 39 - 280,000 280,000 280,000 170,000 170,000 170,000 963,025 957,388 953,943 0 250,000 0 90,000 90,000 90,000 1,194,401 1,383,380 1,398,575 3,455,294 3,475,184 3,469,564 136,000 136,000 136,000 1,327,823 1,256,793 1,258,823 20,000 20,000 20,000 TRANSFER FROM TRANSFER TO Landfill Operations Landfill Reserve JCCOG Capital Projects Airport Operations Transit Operations Transit Reserve Cable TV Operations OTHER FUNDS: Special Assessments Employee Benefits Operations Employee Benefits: Reserve Road Use Tax: Debt Service Landfill Reserve Transit Reserve Capital Project General Fund, Library Replacement Reserve General Fund, Non-Op. Admin. Debt Service Non-Operating Admin. Police Administration Police Patrol Police Cdminal Invest. Police Records Police Comm. Sews. Fire Department Employee Benefits Op. General Fund, Streets General Fund, Traffic Engineering Fores~ JCCOG - Trans. Plan. Capital Projects DESCRIPTION FY96 FY97 FY98 $ $ $ Excavation, Closures, Replacement Solid Waste Planner Leachate/Land Acquisition 1,700,000 1,700,000 1,700,000 33,000 38,000 39,500 0 200,000 0 Abated G.O. Bonds Loan Repayment 26,913 0 0 20,000 40,000 40,000 Bus Replacement Bus Replacement A.V. Lab Support Equipment Replacement Civic Center Expansion Subtotal Enterprise Funds 60,000 60,000 60,000 201,922 204,000 0 37,300 39,911 42,705 10,000 10,000 10,000 25,000 0 0 9,750,678 10,310,656 9,669,110 Abated G.O. Bonds 59,776 Employee Benefits Pension & Retirement Pension & Retirement Pension &Retimrnent Pension & Retirement Pension & Retirement Pension & Rellmment 2,604,967 10,763 311,807 58,488 9,629 13,320 317,473 Police & Fire Benefits 595,000 Operations 1,809,300 Operations 864,000 Operations 30,855 Operations 67,000 Southgate Avenue 324,000 Melrose Ave.-West High to 218 250,000 Burlington (Ralston Creek) Bridge 155,000 Sycamore-thin Mobile Home Site 0 Traffic Signal-ACT/Old Dubuque Rd./Hwy. 1 0 East-West Arterial 0 Scott Blvd. Extended 0 Railroad Crossing Improvements 30,000 Extra Width Sidewalks & Paving 40,000 Curb Ramp (ADA) 100,000 Asphalt Overlay 285,000 TOTAL BUDGETED FUNDS -40- ~20,47~,696 2,909,982 3,123,893 11,850 12,099 343,300 350,509 64,395 65,748 10,601 10,824 14,665 14,973 349,538 356,878 682,000 696,000 1,869,300 1,926,500 900,300 935,000 33,940 34,850 81,000 84,000 0 0 0 0 100,000 0 500,000 0 0 230,000 300,000 0 0 0 40,000 40,000 100,000 100,000 .285,000 285,000 $21.841,04~ $20,956,28~ TRANSFER FROM TRANSFER TO DESCRIPTION UNBUDGETED FUNDS Special Assessments Debt Sewlce FY96 FY97 FY98 $ $ $ Heinz Road BDI 4,620 4,377 0 TOTAL UNBUDGETED FUNDS 4,620 4,377 0 GRAND TOTAL ~;.2_0~481,316 $21,845.424_ ~20~95~,268~ -41 - ?'7 CiTY OF IOWA CiTY AUTHORIZED PERSONNEL LISTING FULL TIME EQUIVALENTS FULL TIME Animal Control 4.00 CBD Maintenance 2.00 Cemetery 3,00 City Attorney 6.00 City Clerk 4.00 City Council 7.00 City Manager 3,00 Energy Conservation 0.50 Engineering 9.50 Finance 29.55 Fire Protection 52,00 Forestry Operations 2,00 Government Buildings 2.00 Housing & Inspection Services 13.00 Human Relations 3.00 Human Rights Activities 1,00 Library 28.00 Parks & Rec Admin 2.00 Planning/Community Development 8.95 Police Department 74.00 Public Works Administration 2.00 Recreation 21.00 Senior Center 5.00 Street Sys Maint 20.25 Traffic Engineering 7.00 ** Total General Fund 309.75 Airport Operations 1.00 BTC Operalions 3.00 Landfill Operations 12.00 Mass Transit Operations 24.50 Parking System Operations 16.50 Refuse Collection Operations 18.00 Wastewater Trmt Oper 25.00 Water Oper. & Maint. 24.75 ** Total Enterprise Funds 124.75 Assisted Housing 12.00 Central Services 1.00 Community Dev. Block Grant 3.45 Community Development, Misc 0.80 Employee Benefits 0.15 Equipment Maintenance 9.50 Equipment Maintenance, Transit 7.50 JCCOG 4.80 Library Office Development 2.00 Risk Management 0.30 ** Total Other Funds 41.50 Grand Total 476.00 FY95 FY98 PART FULL PART TIME TOTAL TIME TIME TOTAL 0.58 4.56 4.00 0.56 4.56 2.00 2.00 2.00 3.00 3.00 3.00 6.00 6.00 6.00 0.50 4.50 4.00 0.50 4.50 7.00 7.00 7.00 3.00 3.00 3.00 0.50 0.50 0.50 9.50 9.50 9.50 3.37 32.92 30.55 3.37 33.92 52.00 52.00 52.00 2.00 3.00 3.00 1.00 3.00 ZOO 1.25 3.25 13.00 13.00 13.00 3.00 3.00 3.00 1.00 1.00 1.00 9.25 37.25 28.00 9.25 37.25 2.00 2.00 2.00 8.95 8.95 8.95 1.00 75.00 74.00 1.00 75.00 2.00 2.00 2.00 2.50 23.50. 21.00 2.50 23.50 0.50 5.50 5.00 0.50 5.50 20.25 20.25 20.25 7.00 7.00 7.00 18.68 328.43 311.75 18.93 330.68 0.50 1.50 1.00 0.50 1.50 0.60 3.60 3.00 0.60 3.60 12.00 12.00 12.00 17.00 41.50 24.50 17.00 41.50 10.75 27.25 16.50 10.75 27.25 18.00 18.00 18.00 25.00 25.00 25.00 0.50 25.25 26.75 0.50 27.25 29.35 154.10 126.75 29.35 156.10 0.75 12.75 12.00 0.75 12.75 0.50 1.50 1.00 0.50 1.50 0.50 3.95 3.45 0.50 3.95 0.80 0.80 0.80 0.23 0.38 0.15 0.23 0.38 0.50 10.00 9.50 0,50 10.00 7.50 7.50 7.50 4.80 4.80 4.80 2.00 2.00 2.00 0.29 0.59 1.30 0.29 1.59 2,77 44.27 42,50 2.77 45.27 50.80 526.80 481.00 51.05 532.05 - 42 - 12/20/g4 Department POSITIONS REQUESTED - FUNDED IN FY96 PROPOSED CITY OF IOWA CITY FY96 ADDITIONAL POSITIONS REQUESTED Position FTE Wages Treasury Account Cleft; Government Buildings Custodian Forestry M.W. I - ForesW Total General Fund Positions Requested and Funded: Mater Readers 28,530.62 ea. Risk Mgmt. Specialist Water Customer Sewice Risk Mgmt Loss Resewes Grand Total Of Additional Positions Funded in FYg6 Proposed Benefits 1.00 22,141.91 8,713.80 30,855.71 0.25 5,3t2.74 2,112.42 7,425.16 1.00 22,141.91 8,713.80 30,855.71 2.25 49,596.56 19,540.02 69,136.58~ 2.00 40,213.26 t6,847.98 57,081.24 1.00 25,622.48 9,?.25.63 34,848.11 5.25 115,432.30 45,613.63 161,045.93~ POSITIONS REQUESTED. NOT FUNDED IN FY96 PROPOSED: Human Relations Personnel Generalist Data Processing ProgrsmmerlAnalyat Data Prooooatng Operations Clerk Police Administration Police Patrol Police Patrol Administrative Clerk/Typist Community Sawice Officer Police Officer Police Criminal Investigation Police Records Emergency CommunicaUons Emergency CommunicaUons Fire Animal Shelter Animal Shelter Traffic Engineering Sireeta Recreation Parks Ubmp/ Community Service Officer Police Records Clerk Emergency Corem Dispatcher Emergency Corem Dispatcher Flmfightam $39,736,27 ea Clerk/Typiat - Solid Waste Kennel Assistant Technical Asat - Traffic Engr. M.W. II - Streets 30,254.78 ea Rec Program Supervisor M,W. II - Parks $31,688.72 ea Libmr/Coordinator - 43 - 1.00 30,025.84 39,880.48 0.50 16,808.48 5,186.34 21,994.82 0.50 11,843.52 4,397.15 16,240.87 1.00 28,652.00 9,583.49 38,235.49 0.50 11,843.52 4,397.15 15,240.67 1.00 23,673.52 9,041.13 32,714.65 9.00 234,059.49 09,108.54 37,018.67 10.00 257,733.01 108,149.67 365,882.68 1.00 23,873.52 9,04t.13 32,714.65 1.00 22,141.91 8,821.45 30,963.36 1.00 26,06:~.12 9,381.05 35,444.17 0.50 13,031.56 4,605.09 17,636.65 1.50 39,094.68 13,986.14 53,080.82 2,00 55,845.92 23,626.62 79,472,54 0.50 11,070.44 4,338.43 15,408.87 0,50 10,357.68 4,240.98 14,598.66 1.00 21,428.12 8,579.41 30,007.53 1.00 23,673.82 8,933.48 32,607.00 ZOO 53,733.04 18,776.52 72,509.56 0.50 15,869.21 4,937.33 20,808.54 2.00 45,740.24 17,637.20 63,317.44 1.00 39,965.12 11,277.30 5t,242.42 12/20/94 Department Ubra~ Ubra~y Ubr~/ CITY OF IOWA CITY FY96 ADDITIONAL POSITIONS REQUESTED Petition FTE We;ee 9enMtta Total Libredan II 0.50 16,32~.31 4,66,-'.2~ 20,18~.58 IJbra~y Assistant Ill 0.25 6,828.. 2,319.47 9,1..37 IJbra~y Assistant I 0.25 8,365.40 2,255.42 8.620.82 2.00 68,482.73 20,714.44 89,197.17 $r. Center St. Center Volunteer Speclalist-~f Crib' Produ~on Assistant 1.00 31,739.45 10,082.63 41,822.08 0.60 12,260.09 4,445.96 16,706.05 1.50 43,999.54 14,528.59 58,528.13 28.00 741,938.80 281,567.26 1,023,504.06! [. 0.50 15.752.88 5,035.81 20,788.69 0.5015,752.88 5,035.81 20,7..69 1.00 31,505.76 10,071.62 41,b'77.38 Total General Fund PosiBons Requested, Not Funded: Refuse L,.sfidrlli Asst Supt - Solid Waste Aeet Supt o Solid Waste Total For Asst $upt Refuse/Landfill: Grand Total Of Poe~ons Requested, Not Funded: 29.00 773,442.56 !TOTAL OF PoSmoNs FUNDED AND NOT FUNDED IN FY96 PROPOSED: 34.25 888,874,86 291,638.88 337,252.51 1. ,o8'1.441 1,226,127.371 qq GEN~tAL FUND PROPOSED BUDQET FOR FY96 - FY98 ~lb~ar~ ~v}, 359,594 384,961 397,501' 409,486 ' 42?,920 Mon~ee &Credit; 27f327 26,000 26.000 26~000 26,000 Personal Proper~y Replacement 320,267 295,000 320,000 320,000 320,000 Fees & Charges 329 200 200 200 200 L/eenses & Perm/~e 88,603 102,230 83,730 83,730 83,730 Build~n~ Permits & lnsl~ection~ 457,598 334,775 418,92S 418,925 418,928 -45 - Ubrmy: Regional Library Reference Office Reserve Library Xerox & Damage/Loss Books Ubrary Reciprocal Borrowing Ubrary Equipment Replacement Library Public Access Equipment Replacement Library Computer Replacement Total Ubrary Reserves Parkland Parkland Acquisition Reserve Perkland Development Reserve Total Parkland Reserves Fire Equipment Replacement Reserve Grand Total General Fund Reserves GENERAL FUND RESERVES SUMMARY OF YEAR END BALANCES FY 93 FY94 FY95 FY96 FY97 FY98 ACTUAL ACTUAL BUDGET PROPOSED PROJECTED PROJECTED $19,407 =)14,725 $14,725 $14,725 $14,725 $14,725 20,016 16,858 16,858 16,858 16,858 16,858 43,261 34,328 34,328 34,328 34,328 34,328 12,580 9,341 18,841 30,631 42,421 54,211 9,932 5,893 5,893 5,893 5,893 5,893 7,881 13,118 43,118 88,118 133,118 178,118 113,057 94,263 133,763 190,563 247,343 304,133 468,860 50~898 371,698 342,598 313,498 284,398 4,497 17,314 5,314 5,314 5,314 5,314 473,167 522,212 377,012 347,912 318,812 289,712 58,003 72,518 137,418 137,818 154,938 117,256 844,217 688,993 648,193 676,283 721,093 711,101 GENERAL FUND RESERVES LIBRARY Regional Ubre~y Ubrmy Public Reference Ubra~y Xerox Library Ubra~, Access Ubrary Office & Damage/Los Reciprocal Equipment Equipment Computer Totel Ubrery Reserve s Books Borrowing Replecement Replacement Replacement Resewes 6/30/90 Balance $0 $0 $0 $7,686 96,344 $0 914,029 Receipts 0 0 46,223 3,500 0 0 49,723 Expenditures 0 0 0 (4,393) 0 0 (4,393) 6/30/91 Balance 0 0 46.223 6,792 6,344 0 59,359 Receipts 0 0 43,354 5,500 4,600 0 63~,354 Expenditures 0 0 (34,342) (2,213) 0 0 (36,666) 6130192 Balance 0 0 55,235 10,079 10,844 0 76,158 Receipl. 35,248 46,402 40,821 6.000 4,60{~ 52,400 185,372 Expenditures (15,841) (26,387) (52,796) (3,499) (5,412) (44,539) (148,473) 6/30/93 Balance 19,407 20,016 43,261 12,580 9,932 7,861 113,057 Receipts 3,841 33,422 43,833 6,500 3,000 14,356 104,962 Expenditures (8,623) (36,680) (52,766} (9,739) (7,039) (9,099) (123,746) 6130194 Balance 14,725 16,858 34,328 9,341 5,893 13,118 94,263 Receipl, 0 0 0 9.500 0 30,000 39,500 Expenditures 0 0 0 0 0 0 0 6130196 Balance 14,725 16,858 34,328 18,841 5,893 43,118 133,763 Receipts 0 0 0 11,790 0 45,000 56,790 Expenditures 0 0 0 0 0 0 0 6/30/96 Balance 14,725 16,858 34,328 30,631 5,893 88,118 190,553 Receipts 0 0 0 11,790 0 45,000 56,790 Expendk'urss 0 0 0 0 0 0 0 6~30~97 Balance 914,728 $16,858 $34,328 942,421 95.893 9133.118 9247,343 Receipt. 0 0 0 11,790 0 46,000 68,790 Expenditures 0 0 0 0 0 0 0 8/30198 Balance 914.725 916,868 934,328 964,211 95,893 9178.118 9304,133 8/30/90 Balance Receipts Expenditures 8130/91 8alance Receipts Expend;tums 8130192 Balance Receipts Expenditures 6~30~93 Balance Receipts Expenditures 8130194 Balance Receipts Expenditures 8130196 Balance Receipts ExpendSurea 6~30~98 Balance Receipts Expenditures 6130197 Balance Receipts Expenditures 6130198 Balance GENERAL FUND RESERVES PARKLAND AND FiRE EQUIPMENT Parkland Parkland Acquisition Development Total Parldand Reserve Reserve Reserves 9388,410 $0 9388,410 40,416 0 40,416 (9,384) 0 (9,384) 419,442 0 419,442 39,616 0 39,516 (23,107) 0 (23,107) 436,851 0 436,851 32,824 4,497 37,321 (15) 0 (15) 468,660 4,497 473.157 37,406 12,817 50,223 {1,168) 0 (1,168) 604,898 17,314 522,212 28,000 12,000 40,000 (161,200) (24,000) (186,200} 371,698 6,314 377,012 28,000 12,000 40,000 (57,100) (12,000) {69,100} 342,598 5,314 347,912 28,000 12,000 40,000 (57,100) (12,000) (69,100) 9313,498 95,314 9318,812 28,000 12,000 40,000 (57,100) (12,000) (69,100) $284,398 95,314 9289,712 Fire Equipment Replacemere Reserve 962,775 188,371 (194,470) 46,676 111,979 0 158,665 114,446 (215,098) 58,003 14,515 0 72,518 64,900 0 137,418 16,000 (15,600) 137,818 17,120 0 9154,938 18,318 (66,000) 9117,256 [] [l -48- I CITY OF IOWA CITY ~ FUND EXPENDITURES SUMMARY BY DIVISION PROPOSED BUD(~ET FOR FY96 - FY98 ,[ City Cotme~l 80,581 83,857 82,384 83,704 85,087 City Clerk 290,584 213,928 250,036 240,699 271,977 City A~tO~ney 295,937 358,340 361,594 389, 99? 400,519 City Manager 305,243 302,850 318,248 345,190 354,191 H.~n Relations 225,296 235~892 255,483 274,088 281,939 G~NDT~TAL 23,397,028 25,852,902 26,586,022 25,307,867 -49- CITY OF IOWA CITY GENEP~L FDND ADMINISTRATIVE DIVISIONS EXPENDITUI~ES STIM~ARY PI~OPOSED BUDGET FOR FY96 FY98 City Council 80,561 83,857 82,364 83,704 85,087 City Clerk 290,584 213,928 250,036 240,689 271,977 City Attorney 295,937 358,340 351,594 389,997 400.519 City Manager 305,243 302,850 316,248 345,190 354,191 Human Relations 228,298 236,892 255,463 2?4,066 281.939 P/nance~b~niscration 210,835 220,151 228,881 247,773 254,496 Accounting & Reporting 321,899 376,313 355,223 385,701 398,825 central V~ocuremen~ ~ Services 169,933 202,740 204,237 223,573 229,507 T~easl~-~y 445,960 516,661 572,023 612,103 630,217 GRAND TOTAh 5,866,184 6,589,15__7 6,974,486 ?,486,745 7,638,941 ADMINISTRATIVE RECEIPTS SUMMARY PROPOSED BUDGET FOR FY96 - FY98 FY56 ~Y94 FY95 PROPOSED FY97 ~Y98 ACTU~ ~TIMAT~ 8UDGgT PROJECTION PRO~-~CTION P~o~e~-~yTax 84,314 993,057 1,070,719 1,281,041 1,142,545 Mo~/es &CrecLtt8 27,327 26,000 26.000 26.000 26,000 Military Credit 11,441 11,500 11,500 11,500 11,500 Persunal Propetty Replacemac 320,267 295,000 320,000 320.000 320,000 ~.ce/l~e8 & vel~3ttts 81,148 78,430 77,430 77,430 77,430 Magistrates Court 126,723 105. 000 110,000 110.000 110,000 Parking Fines 284,148 230,000 275,000 275,000 275,000 Otagcjes For Services 31,360 136,500 30,745 35,007 35,287 ~in I~e C~Aaz'geba~k 933,399 951,500 988,000 1,057,160 1.131,161 State~opulationAllocatton 635,203 800,000 636.000 636,000 636,000 Bank Franchise Tax 139,173 100,000 100,000 100,000 100,000 F~/FHWA Flood A~siscance 24,585 0 0 0 0 Hotel/MoteZ Tax 106,807 100,000 100,000 100,000 100,000 Zn~erest {n~ome 193,364 180,000 280,000 200,000 200,000 Miscellaneous Revenue 17,929 6,389 5,125 5,125 5,125 ~oan Repayments 82,710 0 0 0 0 City Atto~ue¥ Chargeback 0 0 60,000 62,500 65,000 Ttans~er: ~T~I Bene£it8 2,431,321 2,520.765 2,604,967 2,909,982 3,123,893 Transfer-Parking Fund 301,965 255,000 280,000 280,000 280,000 Trarmfez Pro~ Enterprise Fund o 0 50,000 0 0 Transfer from B~oadband Tele. 25,000 0 25,000 0 0 5,858,184 6,589,157 6,874,466 7,486,745 7,638,941 - 50 - {{ CITY COUNCIL PROPOSED BUDGET FOR FY96 - FY98 Personal Services 38,610 38,885 38,062 38,062 38,062 38,062 Commodtt~eo 4,591 1,500 3,228 3,228 3,328 3,426 Services And Charges 33,307 43,472 41,064 41,064 42,316 43,599 Capital Outlay 4,073 0 0 0 0 0 Tota! 80,$8~ 83,85.__._____~7 82,354 82,354 83,704 85,08~ NOTE: See ADMINISTRATIWE RECEIPT SDlgiARY for detailed receipts. 77 - 51 - CITY CLERK PROPOSED BUDGET FOR FY96 FY98 Capital Outlay 14,211 0 36,000 6,000 0 0 ADMINISTRATZVg ~,~K/TYPIST DBPI]TY CITY CLERK CITY ~ MII~TETAI~R PY96 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 .SO .SO 4.$0 4.50 6,000 NOTE: $ee AD~IINISTRATIVE I~CEIPT SU~h~Y for detailed receipts. - 52 - [I [1 CITY ATTOP.NEY PROPOSED BUDGET FOR FY96 - FY98 Personal services 252,489 308,637 320,496 320,496 $52,824 362,100 Commodities 12,633 13,347 12,671 12,671 13,052 13,444 Serv/ces ~nd ~=~gee 17,119 27,934 26,107 23,327 24,121 24,910 AD~INISTRATIVg CL~RK/TYPIST 1.00 1.00 ~ ASSISTANT 1.00 1.00 ASST CITY ATTORN~ 2.00 2.00 6.00 6.00 5,100 NOTE: See ADMINISTRATIVE RECEIPT SUMMARY for detailed receipts. o - 53 - 9'7 ?? CITY MANAGER PROPOSED BUDGET FOR FY96 - FY98 -- FY96 BUD~T -- FY94 FY9$ DEPT CITY M~R FY97 FY98 ACT~ ESTIMATE R~]~ST PROPOS~D PROJECTION PROJECTION Personal Services 237,055 249,776 264,955 264,955 290,247 297,504 Coo~od/ties 2,054 2,033 1,282 1,282 1,321 1,361 Total 305,243 302,850 318,248 318,248 345,190 354,191 ADHASSISTANTTOCITY ~%RNAGg 1.00 1.00 ~SSTCITYMANAG~R 1.00 1.00 CITY MANAGeR 1.00 1.00 3,00 3.00 0 NOTE: See AI~INISTI~ATIVE RECEIPT SU~t~RY for detaf. led receipts. [] [] HOP/AN RELATIONS PROPOSED BDDGET FOR FY96 - FY98 Personal Services 130,112 147,033 193,$31 153,750 169,256 173,929 Co~l~od/t£es 7,570 6,639 0,076 8,076 8,310 8,580 PtmSO~K~ AS~IST/~T PERSOnaL G~gERALIST PERSOnnEL ADMINISTRATOR PY96 1.00 1.00 1.00 1.00 1.00 1.00 3.00 3.00 CA~][TAL O~A~AY: ~Y96 0 NOTE: See AD~IST~ATIVE RECEIPT SUHE~R¥ for detailed receipts. - 55 - FINANCE ADMINISTRATION PROPOSED BUDGET FOR FY96 FY98 Perso~al Servfce~ ' 190,613 194,880 208,772 208,772 229,827 236,011 FY96 1.00 1.00 .5S .55 1.00 1.00 .63 .63 3.18 3.18 3,700 NOTE; See ADMINISTRATIVE ~ECEIPT S[W~udLRy for detailed receipts. l} {-1 {I 11 - 56 - I ACCOUNTIN~ & ~EPORTIN~ PROPOSED BUDGET FOR FY96 - FY98 Perso]/al Serv£ces 276,718 295,261 307,623 307,623 338,643 365,293 Co~uodi~tes 3,567 4,688 3,300 3,300 3,399 3,500 Ser~/ces ~nd C~arges 37,671 36,519 42,300 42,300 43,559 45,032 Capital Outlay 3,943 39,525 2,000 2,000 0 0 Total 321,899 376,313 355,223 355,223 385,701 396,825 7.00 ?.00 2,000 NOTE: See ADHINISTRATIVE RECEIPT S~Y for detailed receipts. -57- CENTRAL PI~0CUREMENT & SERVICES PROPOSED BUDGET FOR FY96 - FY98 Personal services 164,109 180,708 186,157 186,157 204,924 210,732 NOTE: See ADMINISTRATIVE ~ECEIPT SU~,RY for detailed receipts. -58- TREAS~IRY PROPOSED BUDGET FOR FY96 - FY98 Capital 0utla¥ 4,633 31,483 7,319 6,819 2,003 2,024 Total 445,950 518,861 572,523 572,023 612,103 630,217 3.00 4.00 I TASK CHAIR 512 3.00 3.00 18a 2-DPJd~R ~GAL FILE 245 1.00 1.00 WORK STATION 1,762 1.00 1.00 PC P~TIDM 586 3,300 1.12 1.12 SOFI'~R~ACQU&SZTZON (3 PC'S) 1,000 9.12 10.12 6,819 NOTE: See ADMINIS~~A?IVE RECEIPT S~Y for deta/led receipts. - 59 - DOCUMENT SERVICES PROPOSED BUDGET FOR FY96 - FY98 3.00 3.00 Slav TASK CHAIR 550 4.00 4.00 7,800 NOTE: See ~DHINISTRATIVE P.I~IPT $U~¥ for detailed receipts. -60- INFOP, MATION SERVICES PROPOSED BUDGET FOR FY96 - FY98 Capital Outlay 34,447 74,754 85,500 67,100 107,400 3,000 Total 323,351 420,678 460,680 410,544 480,415 386,471 OPE~A?IONS SP2CIA~IST PROG~.~H/A~LYST SR. ~RO6~R/ANALYST 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 .50 .S0 5.50 5.50 -61 - GOVERNMENT BUILDINGS PROPOSED BUDGET FOR FY96 - PY98 -- FYg$ BUDOET -- ~Y94 FY95 DBPT CITY ~G~ FY97 FY98 BXP~ND~TUR~S: ACTU~ ESTIMATE REQUEST PROPOS~D PROJEC~IO~ PROOECT~0N Collsllodtties 19,483 20,942 20,724 20,724 21,346 21,985 Cap£Cal 0uclay 5,969 0 2,000 2,000 0 0 Total 239,360 244,876 252,965 252,965 268,70~ 279,31~ PIL~SOI~I~ SRRVICES: ~95 FY96 CAPITAL OU17~Y: FY9$ M.W. I - GOVMTBLIXL~ 1.00 1.00 PORTABLERADIOS (2ADTL.) 2,000 M.W. I! - GOV~I~qENT BLDNOS 1.00 1.00 CUSTODI/tN 1.00 1.25 3.00 3.2~ 2,000 NOTE: See ADMINISTRATIVE P~CEIPT $UI~IA~Y for detailed receipts. -62- I I [ [ HUMAN RIGHTS ACTIVITIES PROPOSED BUDGET FOR FY96 - FY98 Total 51,044 59,49~ 54,083 54,053 58,838 60,34~ 1.00 1.00 1.00 1,00 FYg~ NOTE: See ADMINISTRATIVE RECEIPT SUMMARY for detailed receipts. - 63- RISK MANAGEMENT PROPOSED BUDGET FOR FY96 - FY98 466,158 232~810 461,493 465,15__8 232~$10 461,493 461,493 485,096 504,$71 Serv~.=es And Charges Capital Outlay Con~ncjenc~ NON-OPERATIONAL ADMIN. PROPOSED BUDGET FOR FY96 - FY98 -- FY96 BUDGET -- ACTVAb ES*rIP. ATE REOVF, ST 0 -87 0 79,350 0 0 0 133,155 256,357 2,237o453 2,926,648 2,873,121 P.C.D. ADMINISTRATION PROPOSED BUDGET FOR FY96 FY98 FYg$ FY94 ~Y95 ~ROI~SRD t/97 FY98 Au~'uah RSTIMATR BUIXtET PR(XTECTION PR0~RCTZON 175,459 169,010 221,898 176,420 180,857 244 0 0 0 0 175,703 169,010 221,898 176,420 180,857 Persocial Services 133,928 145,894 148,909 148,909 163,931 167,953 Cou~oc~ttes 2,099 3~910 L,597 1,557 1,603 1,650 Services And ~-aTges 39,342 10,296 61,011 61,011 10,886 11,254 Capital Outlay 334 9,210 13,486 10,421 0 0 To~al 175,709 1690010 224,963 221,898 176,420 180,857 2.45 2.45 10,421 -65 - Proper~y ?~,x Build/ns & Develop Fees URBAN PLANNING & DEVELOPMENT PROPOSED BUDGET FOR FY96 FY98 31, XS8 30,000 30,000 30,000 30,000 0 11,800 0 0 0 1,191 10,000 1,000 1,000 1,000 218,68__6 239,600 320,783 280,294 247,094 Personal Services 171,725 183,410 181,281 181,281 199,860 205,106 3.50 3.50 0 Tax Tot:a1 NEIGHBORHOOD SERVICES PROPOSRD BUDORT FOR FY96 - FY98 FY96 ~Yg4 FY95 PROPOSED FY07 FY58 Au~ua~ ~STIMAT~ BUDGET PR0~ECTION PROJECTXON 55,528 64,026 97,931 100,543 102,438 55,528 64,026 97,931 100,543 102,438 Personal Services 44,214 48,713 S5,243 65,243 80,816 62,263 Commodities 390 559 392 392 403 414 Se~'v!ces And Cha~es 10,924 14,439 13,896 13,898 14,324 14,761 Cap£~al Outlay 0 315 28~400 28,400 25,000 25,000 Total 55,528 64,028 97,931 57,931 100,543 102,438 -67- ?? COMMUNITY DEV. NON-~RANT PROPOSED BUDGET FOR FY96 - FY98 29,585 47,464 4? 18 33,633 1,743 6,803 6,242 23,004 62,983 93,152 118,450 49~973 49,973 55,011 56,640 50 SO 52 54 6,458 6*458 6,654 6,854 154,000 4,000 4,000 4,000 0 0 0 0 210,~91 60,48__1 65, 71~ 67,548 P~P, SOH~, ~VX(~: FY95 ;Y96 .80 .80 .20 .20 ~Y96 4,000 4,000 -68- I' It [ [ l I I' ECONOMIC DEVELOPHEN/' PROPOSED BUDGET FOR FY96 - FY98 FY9G To~al 105,897 122,149 113,262 Services And Charges Capital Outlay Total PRO~CTION 0 122,575 43,212 48,606 955 1,191 61,159 68,517 561 3,735 105,897 122,149 52,172 52,172 57,435 55,811 121,58~ 113,262 119,328 122,575 FY95 FY96 1.00 1.00 -89- ~7 COMPP/~r~NSIVE PLAN ~PDATE PI~OPOSED B~D~ET FOR FY96 - FY98 l~oper'cy Tax Total DeFsona! Se~ees 666 1,365 0 0 0 0 Co~o~tties 226 840 230 230 236 242 Se~tces And ~a~es 1,002 4,600 515 515 S30 546 Total 1,894 6,805 745 74S 766 788 -70- NNGINEERiNG PROPOSED BUDGET FOR FY96 FY98 FY96 Properr.¥ Tax 391,673 671,147 584,957 To~al 426, 69~0 591,14~7 620,082 638,204 0 0 20,000 20,000 0 0 16,000 16,000 0 0 1,000 1,000 657,082 675,204 -- FY96 B~ -- DEPT CITY MGR FY97 PY98 R~QUEST PROPOSED PROJECTION PROOECTION 540,282 590,282 594,762 611,162 5,502 5,502 5,667 5,838 48,312 47,752 49,287 50,838 28,421 28,421 7,366 7,366 622,51.____~ 621,957 657,082 67~,20.___.____~4 1.00 1.00 2.00 2.00 .$0 .SO 1.00 1.00 9.50 9.S0 28,421 L ,[ -71 - PUBLIC WORKS ADMINISTRATION PROPOSED BUDGET FOR FY96 - FY98 A~n~n ~xpense Chargeback FY96 36,309 44,424 46,357 53,840 50,738 0 9S,900 0 0 0 Personal Services Co;~od/ties ADM/N/STRATIV~ SEC~TARY -- ~96 BUDGET -- ~Y94 FY9$ DEPT CITY y~ PY97 FY98 AC-i~L ESTIMATE R~QDEST PROPOSED PROJECTION P~OOECTION 123,013 135,534 141,890 141,890 156,202 160,421 453 1,322 427 427 439 462 2,660 3,468 3,776 3,776 3,917 4,053 L,991 0 0 0 0 0 127,675 140,324 146,093 146,093 160,558 164,926 1.00 1.00 1.00 1.00 2.00 2.00 0 - 72 - C. B. D. I~AINTENANCE PROPOSED BUDGET FOR FY96 - FY98 I~/96 PY94 FY9$ PROPOSED ~Y97 I"/98 AU~L F. STIMAT~ BUDGAT PRCAIECTION PROJ~ION 1.00 1.00 2.00 2.00 - 73 - ENERGY CONSERVATION PROPOSED BUDGET FOR PY96 - FY98 26,294 30,2S8 30,850 33,90~ 34,723 CITY ~C~I~,C~[g/~RG~ COORD I~Y9~ PY96 C~ITAL OUT'~.,A¥: PY96 · SO .SO .50 .SO 0 TI~AFFIC EN~INEEI~IN~ PROPOSED BDD~ET FOR FY96 FY95 2 12,630 4 0 1,491 0 1,762 1~000 752,141 837,979 755,400 851,609 FY98 FY96 PROPOSSD PY97 FY98 98 6 0 0 0 0 0 0 0 0 0 0 864,080 900,300 935,000 864,09__8 900,306 935,000 -- FY96 BUDGET -- DEPT CITY MGR FY97 FY98 REQUEST PROPOS~D PR0~CTION PRO0~CTION 358,457 325,849 358,702 369,253 65,153 65,153 67,110 69,125 453,396 453~396 474,494 496,S79 18,700 19,700 0 C 896,706 864,098 900,306 934,951 FY95 FY96 1.00 1.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 1.00 7.00 7.00 - 75 - ST~ET SYSTEM NAINTEN~CE PROPOSED BDD(;ET FOR FY96 - FY98 3 9,139 69 13 42 10 0 0 0 0 102,191 0 0 0 0 1,480,992 1,670,907 1,809,300 1,869,300 10926,500 Personal $erv/ces Co~od~tes Services And Charges Capital Outlay To~al 805,569 878,781 1,010,596 938,086 1,032,646 1,063,626 281,509 262,712 264,989 254,589 272,972 281,197 510,440 476,201 549,490 546,294 563,895 581,719 18,878 62°352 133,400 600000 0 0 SR CL~RK/TYPIST - FY95 FY96 7.00 7.00 .75 4.00 4.00 5.00 5.00 2.00 2.00 ,75 .75 .75 .?$ 20.25 20.25 60,00__0 - 76 - ?? FORESTRY/HORTI CUL'~'uiiE PROPOSED BUDGET FOR FY96 - FY98 Personal Services 107,015 123,391 1S8,781 150,781 174,794 179,277 C~ties 2,801 4,812 4,191 4,191 4,323 4.4S7 POR~/HORTIC~T~IST 1.00 1.00 1.00 1.00 1.00 3.00 ~PB~ITER 584 1,000 2,000 975 3,000 2,200 900 - 77 - CEMETERY PROPOSED BUDGET FOR FY96 - FY98 FY96 Cemete~ Fees a ~es 35,263 30,000 30,000 Sez~ices ~ ~es Capital FY97 FY98 PROJ~C~X0N PROJECTION 173,562 174,101 30,000 30,000 203,56__2 204,10.______~1 134,841 150,188 6,120 7,271 24,538 26,812 3,334 3,365 168,833 187,636 146,135 146,135 160,867 165,363 7,633 7,633 7,868 8,111 27,629 27,629 28,667 PY95 FY96 1.00 1.00 1.00 1.00 1.00 1.00 3.00 3.00 PEPLACE BACKPACK BLOWBR PEPLACE AIR CC~4PRSSSOR ASPHALT p~(I~ AREA/ENTRy ASDZTION~L SAND/DIRT BIN 600 5,000 1,800 1,050 - 78 - [ [ POLICE ADMINISTRATION PROPOSED BUDGET FOR FY96 - FY98 ~Y96 ~Y94 FY95 PROPOSED FY97 FY98 6,818 2,750 4,250 4,250 4,250 18,372 10,689 10,763 11.850 12,099 269,770 276,741 302,012 324,792 331,685 Personal Services CommocU. ttes SerVices And Charges Capital Outlay Total 197,301 211,213 249,619 233,378 256,126 262,256 3,193 9,108 4,909 4,909 5,057 5,207 69,276 53,296 61,470 60,425 62,305 64,222 O. 3,124 3,300 3,300 1,304 0 269,770 276,741 319,298 302,012 324,792 331,685 ADM SR~,~TARY/P~CORDS SUPV POLICE CAPTAIN -79 - POLICE PATROL PROPOSED BUDGET FOR FY96 FY98 Proper~y Tax Hotel/V~tel Tax Transfer= Empl Benefits FY94 FY95 PROPOSED FY97 FY98 ACi~a~ ESTIMATE BUDGET PROJECTION PROJECTION 2,153,249 2,397,007 2,353,490 2,687,977 2,703,226 112,260 33,500 38,000 38,000 38,000 213,614 200,000 200,000 200,000 200,000 334,472 330,293 311,807 343,300 350,509 2,843,595 ~,960,800 2,g03,297 3,269,277 3,291,735 -- FY96 BUDGET -* 93,998 104,527 133,225 112,295 115,714 119,219 170,100 155,710 230,511 103,419 204,472 140,06~ 3.00 3.00 3.00 3.00 3.00 3.00 1.00 1.00 38.00 35.00 48.00 48.00 U - 80 - POLICE CRIMINAL INVESTIGATION PROPOSED BUDGET F01~ FY96 FY98 I~Y95 395,42~ 426,295 487,81~ 536,461 548,165 Persotual Services 383,424 402,516 495,854 463,138 509,31S 523,810 Cou~od/ttes 3,740 5,474 4,327 4,327 4,458 4,591 Services AltdOtarges 8,171 9,049 12,904 12,904 13,394 13,867 CapitalOu~la¥ 90 9,256 7,444 7,444 9,294 5,897 Total 395,425 426,295 520,529 487,813 538,461 548,165 t -81 - POLICE RECORDS PROPOSED BUDGET FOR FY96 - FY98 l~opet-~cy Tax Police Services FY94 FY98 PROPOSED FY9? 1~Y98 k~'*~A~ 8STIMAT8 B~]~T ~R00ECTION PROJECTION 208,414 265,908 290,807 261,109 277,090 6,925 6.000 6,000 6,000 6,000 9,739 9,705 8,629 10,601 10,824 · 228,078 281,61~3 306,486 277,800 293,914 Personal Services 181,277 207,611 215,746 184,781 203,360 209,515 Coaunoditles 5,967 8,559 13,061 13,061 13,453 13,855 $ervLcesAndC~ar~es 35,192 39,280 47,533 47,533 59,013 62,522 Capital Outlay 2,642 26,163 61,061 61,061 1~974 8,022 To~al 225,078 281,613 337,601 306,436 277,800 293,914 4.00 4.00 61,061 - 62 - POLICE: COMMUNITY SERVICES PROPOSED BUDGET FOl~ FY96 - FY98 144,083 154,729 162,284 162,284 178,600 183,317 11~$05 9,945 13,379 13,379 13,782 14,197 8,$91 9,435 12,647 12,647 13,119 13,580 0 7,281 4,085 4~085 0 0 164,479 181,390 192,395 192,395 205,501 211,094 - 83 - EMERGENCY COMMUNICATIONS PROPOSED BUDGET FOI~ FY96 - FY98 P~CEIPTS: FY94 FY95 PROPOSED FY97 ~Y98 ~.-~ ESTZMATE 5UDGET PROJECT~ON PROOECTION 414,087 460,921 481,550 526,883 538,001 414,087 460,921 481,550 526,883 ... 538,001 Co~modittes Services And Cha~ges Capital OuClay -- ~Y96 8~DGFE -- FY94 FY95 D~T CITY MGR ~97 FY98 AC'&UAh ESTIMATE REQUEST ~ROPOSED PRO~ECTION ~ROJECTION 336,076 360,071 440,674 387,592 426,S78 438,279 4,617 7,400 5.562 5,562 5,729 5,901 73,394 92,600 86,696 86,696 89,714 92,721 0 850 1,700 1,700 4,862 1,100 414,087 460,92~ 534,63__2 481,550 526,883 538,001 P~Ol~,L *qEP. V~CES: PY95 FY96 CA~XTAL O~TL~Y: FY96 8.00 8.00 2 R~DXO C~,I~ 1,700 1.00 1.00 .50 .50 9.50 9.50 1,700 II ANIMAL CONTROL PROPOSED BUDGET FOR FY96 - FY98 FY96 FY94 PY9S PROPOSED FY97 RECBI PTS = A~'tup~ ESTIMATE BUDGET PROJECTION PROJ~CTION Proper~y Tax 285,675 162,085 188,899 173,929 206.211 Perso~al Services 139,529 166,081 201,367 171,359 188,589 194,106 Co~n~dl~es 12,506 13,668 17,908 17,908 18,458 19,022 P~RSONAL S~RVICES: 3.00 3.00 1.00 1.00 .56 4.56 4.S$ 494 3,490 319 14,900 300 - 85 - FIRE DEPARTMENT PROPOSED BUDGET FOR FY9$ - FY98 FY96 FY94 FY95 PROPOSED 9"/97 FY98 ACT~ BSTI~ATE EI~GET PROJECTION PROJECTION 1,896,612 2,092,054 2,040,705 2,226,552 2,256,886 1,830 1,800 1,800 1.800 1,800 1,063 0 0 0 0 664,418 640,000 705,000 754,350 807,155 4,917 0 0 0 0 4,279 100 0 0 0 339,436 322,716 317,473 349,528 356,878 2,911,555 3,066.67~0 3,064,978 ' 3,332,2403,422,501 Personal SeEvices 2,510,057 2,602,549 2,765,203 2,668,506 2,923,048 3,816,962 Coe~odlCies 50,717 78,858 08,420 59,417 61,364 63,373 Sez~lcesAnd~h~es 282,242 208,821 251,036 230,905 238.678 246,566 Capital 0u~la¥ 88,539 99,442 228,250 76,900 69,900 66,350 Transfers Ott~ 0 67,000 29,250 29,250 29,250 29,250 Total 2,911,555 3,056,670 3,352,251 3,064,978 2,332,24~0 3,422,50~ 4.00 4.00 33.0033.00 3.00 3.00 62.00 52.05 29,250 29,250 ?? - 86 - [! [I [i H [I FIRE VEHICLE REPLACEMENT PROPOSED BUDOET FOR FY96 FY98 FY99 I"/98 PR0~ECTION PROJECTION 0 37,682 17,120 18,318 0 0 17,12_______~ 56,000 0 0 0 0 0 0 150,000 0 0 0 253,300 15,600 0 56,000 403,300 15,600 0 56,000 FY95 FY96 .00 #350-AUTO-S15,600 15,600 15,600 - 87 - H. I . S . ADMINISTRATION PROPOSED BUDGET FOR FY96 - FY98 FY96 Propex-t:y Tax 136,760 143,633 196,583 FY97 FY98 201,587 207,241 1,550 1,550 203,137 ..208,791 FY99 8STLMATE 121,339 112,221 2,194 4,754 15,037 21,369 378 6,639 160,136 160,136 176,287 181,100 2,063 2,063 2,125 2,189 23,964 23,964 24,725 25,496 19,095 11,970 0 0 205,258 198,13~ 203,137 208,791 PI~SONAL SERVICES: ~Y95 FY96 1.00 1.00 3.00 3.00 11,970 -88- I. L ! ?F BUILDIN~ INSPECTION PROPOSED BUDGET FOR FY96 FY98 FY84 FY~5 PROI~SBD FY97 FY58 ACI~A~ F~TIHA:I~ 5UDGST PROOECTION PR(XTECTION 445,501 334,775 398,925 398,925 398,925 445,80~ 334,775 ~98,925 398,925 398,92..____~ Personal Service8 220,095 272,288 281,653 281,653 310,050 319,105 Cogsa/ties 2,657 6,805 2,551 2,551 2,627 2,706 Serv/ces And ~tat~es 24,332 23,260 29:264 29,264 30,220 31,182 Capital Outlay 1,826 8,388 11,168 11,158 10,500 3,500 Total 248,913 310,741 324,636 324,636 353,397 356,493 PEI~SONAL S~VICES: 5.00 5.00 1.00 1.00 CA~ITA~ OUTLAY: 6.00 6.00 11,160 - 89 - HOUSING INSPECTION SERVICES PROPOSED BUDGET FOR FY96 F¥98 Proper~y Tax Housing Pe~n/=s & Inspect Total FY94 FY9$ PROPOS~D FY9? FYg$ ACTUAL P~T IMATB BUI~ET PROJECTION PROJECTION Personal Services 148,442 216,219 18S,963 185,963 20~,712 210,607 ServicesAnd Charges 10,$88' 13,820 17,091 17,091 17,649 18,212 Cap~al 0u~&y 8,873 9,472 7,88S 7,685 0 0 - 90 - ! ! II II Ii RECREATION PROPOSED BUDGET FOR FY96 - FY98 590,387 603,947 681,848 581,848 581,848 55,367 0 60,488 60,480 60,480 64,084 80,000 60,000 60,000 60,000 Services And Cha~-~es 344,424 327,683 356,298 366,298 374,165 394,250 Cap£tal 0utlay 83,833 83,896 90,705 93,005 60,260 48,835 Transfers Out 25,697 10,000 0 0 0 0 SR ~-~K/TYPIST M.W. ~ - POOLS 1.00 1.00 1.00 1.00 1.00 L.00 1.00 1.00 1.00 1.00 4.00 4.00 1.00 1.00 1.00 1.00 1,00 1.00 1.00 1.00 13.00 13.00 -91 - 8EC~IPT$~ PARKS PROPOSED BUDGET FOR FY96 - FY98 FYS$ Propert, y Tax 605,411 1,098,719 982,276 Building & Develop. Fees 161 0 0 bocal Governmental Agenct 19,308 0 0 t41scellaneous R~venue 10,956 18,500 10,200 ~o~al 728,424 1,117,219 992,476 983,751 1,002,469 0 0 0 0 0 0 10,200 10,200 Pgrsonal Services ¢o~odlties 3ervtcesAnd Charges FY94 FY95 AC~ 8STI~TE 434,432 466,883 SS1,343 487,966 S37,158 552,658 41,626 45,268 40,930 40,930 42,158 43,440 198,533 165,110 196,744 198,744 184,689 192,629 35,972 58,800 84,550 84,550 47,650 43,800 17,761 381,158 182,286 182,286 182,286 180,142 FY~S FY9G CAPITAh OUFLAY: FY9$ 5,000 4,250 1,800 5,500 12,000 7,500 2,000 1,500 4,000 2,000 15,000 15,000 9,000 4.00 4.00 3.00 3.00 2.00 2.00 1.00 1.00 .50 .50 10.50 10.50 TRASH R~C~PTACLE (ADTL. ADDITIONAL MOWRR/SOCC~R RRPLAC~/UF~RADE ROTARY TWO PORTABL~ $PRINKLI~-ADTL. 84,550 - 9:2 - I I I. [ PARKS & RECREATION ADMIN PROPOSED BUDGET FOR FY96 - FY98 FY94 FY95 PROPOS~D PY97 EY98 RECEIPTS: ACTUAL ~STIMATE BUDGET DROJECTZON PROJECTION ~roparty Tax 147,175 lS2,824 154,713 172,225 175,314 Miscellaneous Revenue 20 0 0 0 0 Total 147,196 152,824 154,713 172,225 175,314 Perao~al Services 122,785 132,469 138,827 138,827 152,830 156,979 Co--ties 1,608 2,240 1,560 1,560 1,608 1,557 5ervices~ndOmrges 16,596 11,130 14,326 14,326 14,787 15,253 Capital Outlay 6,207 6,985 1,000 0 3,000 1,42S Total 147,196 152,824 155,713 154,713 172,225 175,314 1.00 1.00 1.00 1.00 2.00 2.00 - g3 - LIBRARY PROPOSED BUDGET FOR FY96 - FY98 Services And Charges Cap~ca! Outlay 2.00 2.00 2.00 2.00 1.00 1.00 2.00 2.00 1.00 1.00 2,00 2.00 1.00 1.00 2.00 2.00 1.00 1.00 1.00 1.00 3.00 3.00 2.00 2.00 4.00 4.00 1.00 1.00 2.00 2.00 2.00 2,00 .75 .75 2.75 2.75 1.75 1.75 37.2S 37.25 A/V Replacement 6,500 Cable O~mlel Replacement 5,290 Com~uter Replacement Reserve 45,000 Repay ~oa~ for Rtchitectutal 50,000 106,790 330,092 II Ill - 94 - SENIOR CENTER PROPOSED BUDGET FOR FY96 - FY98 capital Outlay FY94 FT95 A~-z~Pab RSTIMATE 233,169 251,263 11,270 14,809 124,437 129,708 14,411 39,89S 6,000 26,000 -- PY96 BUDGET -- DEPT CITY MOR FY9? FY90 P~QUEST PROPOSED PROJECTION PRO0'HCTION 308,135 258,607 284,684 292,421 9,957 9,95? 10,255 10,562 140,291 136,291 142,494 148,918 42,720 33~412 20,000 20,000 36,000 36,000 36,000 36,000 461,675 537,103 474,26? 493,433 507,911 FY95 F~'96 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 .50 .S0 5,50 5.50 2~ FLR STORAGB 3,000 ADA SIGNAGR 4,65? BU'&I,DING IHPROV. 20,000 G08 STORAGg 1,000 R~P. CONF. TABLE 1,455 6,000 30,000 36,000 -95- This page intentionally left blank. - 96 - lhmp Revenue PARKING OPERATIONS PROPOSED BUDGET FOR FY96 - FY98 1,375,448 1,254,344 1,016.340 768,776 452,997 301,975 230,000 280,000 260,000 200,000 1S1,448 75,000 75,000 75,000 75,000 15,090 12,000 15,000 15,000 15,000 1,665,320 1,619,000 1,634,000 1,634,000 1,634,000 775,796 776,000 760,500 760,500 760,500 1,490 0 0 0 0 6,000 6,000 6,000 6,000 6,000 121,888 0 0 0 0 3,039,007 2,710,~00 2,770,500 2,770,S0~ 2,770,50~ 825,406 912,216 940,665 1,035,498 1,063,777 16,013 26,213 27,707 28,547 29,412 384,129 490,470 506,228 524,846 543,473 7,450 82,000 40,439 0 0 3,160,111 2,956,004 3,018,064 3,080,279 3,130,605 1,254,344 1,016,340 768,776 452,99? 92,892 Ending Balauce 462,495 33o,605 169,925 170,000 90,000 200,000 1,503,025 -97- 40,439 PARKIN(I, BOND RESERVE PROPOSED BUDGET FOR FY96 - FY98 Begtnnin9 Balance Transfer From Enterprise Fund Total Receipts End/rig Balance FY95 PY96 6S1,113 951,113 951o 113 300,000 0 0 300,000 0 0 951,113 951', 11___.______~3 951,113 PARKIN(I RENRWAL & LMPROV RES PROPOSED BUDGET FOR FY96 - FY98 951,113 951,113 0 0 0 0 951,113 951,11~3 Beginning Balance 1,126,057 1,423,618 1,295,259 1,465,259 1,385o259 ?ran~fer From Enterprise Fund 0 0 170,000 170,000 170,000 Transfer from Parking Fund 660,000 170,000 0 0 0 ?oral Receipt5 660,000 170,000 170,000 170,000 170,000 Transfers 360,559 298,359 0 2S0,000 0 TotalExpenditures 362,439 298,359 0 250,000 0 1985 PARKIN(l BONDS SINKING PROPOSED BUDGET FOR FY96 - FY98 Beginning Balance Bond OrdinanceTransfers Total Receipts Capital Outlay Total Expenditures Endin~Balance .00 .00 195,000 1- [I -98- "1"1 ~ndi~ Bal~ce 1992 CAPITAL LOAN NOTES PROPOSED BUDGET FOR FY96 - PY98 FY94 FY9S FY96 ACTUAL ESTI~ATE BUDGET 0 0 0 337,468 334,155 330,605 337,468 334,155 330,605 337,468 334,155 350,605 317,468 534o155 330,606 0 0 0 0 0 FY95 FX96 .00 .00 FY96 145,605 165,000 330,60~ ?F 1992 PARKING BONDS-REFUND 86 PROPOSED BUDGET FOR FY96 - FY98 Be~lnn~g Balance ~d~g Bal~ce ~Y94 FY95 FY96 FY97 FY98 AC/~AL ESTIMATE BUDGET PROJECTION PROJECTION 136,173 143,443 140,453 147,463 149,213 171,886 166,906 169,525 168,425 166,665 171,885 165,906 169,925 168,425 166,665 164,615 168,895 ~62,915 166,675 165,045 164,615 168,895 162,915 166,675 143,443 140,453 147,463 149,213 150,833 .00 .00 PARKING, BOND & INT SINKING PROPOSED BUDGET FOR FY96 - FY98 Beginning Balance Parkln9 Impact Fee To~al Receipts Services And Charges Total EXpenditures FY96 115,000 47,915 Ending Balance FY94 FY9S FY96 FY97 FY98 ACmA~ EST~MAT~ ~.U~E? ~Eo~crzo~ 156,000 0 0 0 0 156,000 0 0 0 0 2,500 0 0 0 0 153,500 153,500 153,500 153,500 153,500 - 99 - WA~TEWATF/~ T~/TIE~ OPERATION PROPOSED BUDGET FOR FY96 - FY98 Beg/nn/ng Balance C~arges For Services Sewer Connect & Taps ~MA/~H~A Flood Grant Interest Income Miscellaneous Revenue Wastewater Lab Svcs Ch~back To=al Receipts Personal Services 1,842,032 1,917,937 1,834,129 2,404,009 2,710,972 6,528,778 7,064,775 8,117,091 8,118,416 8,119,774 212,711 179,656 210,701 217,135 223,761 1,009,010 1,166,631 1,218,857 1,272,370 1,326,078 65,062 255,368 319,74E 199,417 192,500 6,452,873 7,148,587 ?,54?,207 7,811,453 ~ndtn9 Balance 1,917,937 1,034,125 2,404,009 2,710,972 7,911,907 SIDE C~qlR (2) HM #~-405F 570 1.00 1.00 CHIp SEAL S0OTH pLaNT ROAD 40,000 25. oo 25. o~ ~9, ~4~ 1989 O.0. BO~dS 245,765 1993 Refund 1986 Revenue 3,455,294 1994 O.O, Bond~ 339,659 1995 GO Bonc~ 2?8,480 1996 G.O. Bonds 181,032 4,649,69~5 - 100 - [ J I li Begim~Lng ~alance Ending ~alance Beginntn~ Balance ~nding Enlance WASTEWATER REN & IMP RESERVE PROPOSED BUDGET FOR FY96 - FY98 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 WASTEWATER BOND & INTEREST RES PROPOSED BUDGET FOR FY96 F¥98 3,672,550 3,672,850 3,672,550 3,672,550 3,672,550 3,672,$50 3,672,850 3,672,550 3,672,550 3,672,590 SEWER BONDS SINKING-1986 ISSUE PROPOSED BUDGET FOR FY96 - FY98 Beginnin~ Enlance ~ond OrdLnance Transfers Total Receipts Capital Outlay To~al Expenditures FY94 FY95 FY96 FY97 FY98 ~CTUAL ~2ZMAT~ ~DDG~T PROJECTI0~ ~ROJEt"T ZON 927,988 971,225 986,$78 0 0 1,042,450 1,023,150 0 0 0 1,042,450 1,023,150 0 0 0 999,213 1,007,800 986,575 0 0 999,213 1,007,800 986,575 0 0 971,225 985,575 0 0 0 Ending Balance .oo .o0 FY96 950,000 36,875 986,575 BOND & INTEREST SINKING~l/93 PROPOSED BUDGET FOR FY96 PY98 Ending Balance 1,360,952 1,368,267 2,375,148 2,432,594 2,467,288 CAP~TA~O~TLA¥: 1993 P~ BONDS-PRINCIPAb FY96 280,000 2,168,413 2,448,413 - 101 - WATER OPERATIONS PROPOSED BUDGET FOR FY96 - FY98 Ma~n~ension & Frontage Fees 78,958 0 120,000 120,000 120,000 Interes2 Inc~ 90,648 70,000 100,000 165,000 165,000 ~sce11~us Revenue 164,745 51,000 50,000 50,000 SO,000 ~nding Balance 1,923,874 1,940,65~7 2,013,47.___~7 2,113,573 2,094,109 25.25 27.26 190,036 1988 G.O. ~]ond~ 35,600 1990 G.O. Bonds 45,663 1992 GO Refunding 85/86 GO 128,243 1994 G.O. Bonds 217,044 WATER DEPR, EXT & IMPR RES PROPOSED BUDGET FOR FY96 - FY98 Enginn£ng Balance FY94 FY95 FY96 530,620 1,066,615 56,518 0 0 135,000 636,000 136,000 0 536,000 136,000 136,000 2 1,146,100 135,000 136,000 0 S 136,000 130,000 0 0 0 0 0 0 0 Ending Balance 1,066,518 56,518 152,518 328,518 464,518 - 102 - [ Beginning Balance Refu~e Collection Fee~ Recycling Reveilles F~iA/~W~A Plood 6ran~ Interest Income Miscellaneous Revenue Reu~cling Revenues Total Reueipts Personal Services C~ties Services And Char~es Capital Out lay Transfers Total Expenditures REFUSE COLLECTION OPERATIONS PROPOSED BDDGET FOR FY96 - FY98 271,793 298,238 83,765 131,091 1,280,598 1,250,000 1,525,000 1,600,000 328,935 325,000 325,000 340,000 2,921 0 0 0 9,177 6,500 0 0 0 6,300 0 0 98,351 80,000 80,000 80,000 1.717,980 1,667,800 1,930,000 2,020,000 606,160 684,385 697,527 767,835 18,188 30,855 25,133 25,887 1,031,492 1,124,506 1,140,014 1,175,057 0 6,827 0 0 35,700 35,700 20°000 20,000 1,691,535 1,882,273 1,882,674 1,988,779 ~ndlng Balance 298.238 83,768 131,091 162,312 .50 .50 8.00 8.00 9.00 9.00 · $0 .50 18.00 18.00 20,000 20,000 - 103 - FY98 PROJ~CTION 1,650,000 355,000 0 0 0 80,000 2,085,000 792,196 26,664 0 20,000 2,049,618 FY96 LANDFILL OPERATIONS PROPOSED BUDGET FOR FY96 - FY98 Beginning Balance Landfill Fees 875,117 1,609,743 1,045,097 1,077,449 1,064,041 3,361,595 3,250,000 3,300,000 3,350,000 3,400,000 186,406 300,000 180,000 180,000 180,000 41,856 0 0 0 0 32,544 19,000 20,000 20,000 20,000 28,232 0 0 0 0 12,420 500 0 0 0 3,663,053 3,S69,500 3,500,000 3,550,000 3,600,000 451,245 S01,764 525,457 578,429 595,681 2g,416 63,347 21,920 22,581 23,258 1,047,922 1,068,661 1,220,271 1,262,398 1,307,914 97,350 8,000 0 0 0 1,302,491 2,492,374 1,700,000 1,700,000 1,700,000 2,928,427 4,134,146 3,467,648 3,563,408 3,626,053 1,609,743 1,045,097 1,077,449 2.0(} :2.00 .50 .50 1.00 1.00 3.00 3.00 3.00 3.00 1.00 1.00 1.00 1.00 .50 .50 12.00 12.00 1,700,000 1,064,041 1,037,188 ~'96 '104 II LANDFILL CLOSE-PERPETUAL CARE PROPOSED BUDGET FOR FY96 - FY98 253,185 261,066 264,065 267,066 270,065 7,880 3,000 3,000 3,000 3,000 7,880 3,000 3,000 3,000 3,000 261,065 264,065 267,065 270,005 273,065 [ i 1 LANDFILL REPLACEMENT RESERVE PROPOSED BUDGET FOR FY96 - FY98 Beginning Balance Interest Income .~oan Proceeds Interfund Loan Transfer from Landfill Fund Total Receipts Co~modities Services And (~arges Capital Outlay Transfers Total Sxpenditt~ces 1,478,928 2,343,481 559,065 2,382,715 4,028,647 56,414 60,000 55,000 57,500 60,000 0 344,303 0 0 0 177,071 20,000 79,2S0 99,250 99,250 1,153,629 1,650,000 1,700,000 1,700,000 1,700,000 0 2,231 0 0 0 10,095 0 10,600 10,918 11,245 62,173 0 0 0 0 460,292 3,856,488 0 200,000 0 522,561 3,858,719 10,600 210,918 11,245 ~ndt~9 Balance 2,343,481 559,065 2,382,715 4,028,547 5,875,552 SOLID WASTE SURCHARGE RESERVE PROPOSED BUDGET FOR FY96 - FY98 BeGinnin9 Balance ~ndlng Balance 131,678 170,182 179,394 212,982 243,257 74,948 70,000 73,000 75,000 78,000 4,354 4,000 4,000 4,000 4,090 79,302 74,000 77,000 79,000 82,000 0 374 0 0 0 10,487 30,554 10,412 10,725 11,047 30,311 33,860 33,000 38,000 39,500 40,798 64,788 43,412 48,725 50,547 170,182 179,394 212,982 243,257 274,710 - 105- LANDFILL SPEC. CLEANUP RESERVE PROPOSED BUDGET FOR FY96 - FY98 Be~nn~n~Balance 0 14,020 31,520 landfill Fees 93,619 97,500 90,000 32,734 90,000 90,000 0 0 0 0 0 0 90,000 90,000 3,133 3,226 87,581 90,209 90,714 93,435 32,734 29,299 ~ndt ng Balance 14,020 31,520 33,448 Bagtnntn9 Balance Landfill Fees Total Receipts LANDFILL ASSUR. CLOSURE RESRV. PROPOSED BUDGET FOR FY96 - FY98 DY94 EY95 ~Y96 DY97 FY98 A~-t~d~h EST/MATE BUDgeT FROJECTZON PROJECTION 0 502,352 1,039,396 1,555,395 2,160,396 499,144 500,000 500,000 900,000 500,000 3,208 33,044 50,000 ?5,000 100,000 502,352 533,044 550,000 575,000 600,000 502,392 1,035,396 1,585,396 2,160,396 2,760,396 - 106- [ I I L [ I_ Ii I Beginning Balance FEMA/I~dA Flood G~ant Znterest Income Rentals C~pit al 0utlay Total ~enditures Ending Balance P~ON~.L $B~VICY. S: AiI~ORT OPERATIONS PROPOSED BUDGET FOR FY96 FY98 36,026 10,931 0 1,087 0 110,721 105,000 8,462 5,000 57,976 86,500 28,816 23,156 217,992 219,696 59,594 62,931 12,060 3,940 3,810 0 0 0 0 0 0 105,000 105,000 105,000 6,500 6,500 6,500 98,650 113,000 111,000 0 0 0 210o18~ 220,500 222,500 68,322 79,210 77,265 6,945 7,169 7,002 89,610 93,751 97,754 7,500 8,500 0 46,913 40,000 40,000 190,336 243,442 219,290 224,630 222,431 36,526 13,080 3,940 3,810 3,879 FY95 PT96 .50 .50 TRANSFI~ TO: 1992 G.O. BONDS 26,913 20,000 46,913 . - 107- t~'96 7,500 7,500 TRANSIT OPERATIONS PROPOSED BUDGET FOR FY96 FY98 Balance 154,514 122.589 137,692 97,917 99,258 End/rig Balance 122,S89 137,692 97,917 99,258 101,130 M.W. II - TRANSIT 1.00 1.00 MRSS TRYSIT 0P~RATOR 19.00 19.00 M.W. I~I - TRANSIT 1.00 1.00 41.50 41.50 FY96 340 2°400 2,740 $0,000 60,000 - 108- I] '1 ['1 i1 B~innin9 Balanc~ ~nding Balance TRANSIT REPLACEMENT RES PROPOSED BUDOET FOR FY9$ - FY98 PY94 521,584 0 65,000 65,000 0 0 0 586,584 408,974 229,284 0 0 0 60,000 60,000 60,000 60,000 60,000 60,GGu 51 53 55 35,637 35,637 36,637 201,922 204,000 0 521,584 .oo .o0 0 217,610 239,690 $86,58~4 408,9~4 229,284 35,692 253,592 City Share Equipment Replace - 109 - 201,922 201,92__2 ?? BROADB2~WD TELEC0~2~0NICATIONS PROPOSED BUDGET FOR FY96 - FY98 seL'vices A~d Charges 217,833 190,123 81,181 59,030 43,264 1,093 0 0 0 0 5,104 7,000 7,000 7,000 7,000 291,454 275,000 290,000 255,000 300,000 300,651 202,000 297,000 302,000 307,000 168,299 170,104 181,534 199,831 205,548 5,176 5,487 6,610 6,811 7,015 55,484 08,878 37,905 39,213 40,499 29,302 49,677 20,802 22,000 9,995 70,180 76,906 72,300 49~911 52,705 328,361 390,942 319,151 317,766 315,762 81,181 59,030 43,264 34,502 PRODUCTZONASSISTA~T 1.00 1.00 INT~ACTI~E SPECIALIST 1.00 1.00 PRODUCTION COOROI~TOR - BTC 1.00 1.00 3.50 3.60 A.V. LibraFy Lab 37,300 BBT Cos:sAssoc W/ N. Cour: 25,000 Equip. Replacement Reserve 10.000 72,300 Begia~iug Balance Znceres~ Income Transfer Fro~ ~ Toc~% Receipts Se~tces ~d ~pt~al ~clay To~al ~ndit~es 0 495 0 0 0 25.176 0 5,000 5,000 5,000 25,176 495 5,000 5,000 5,000 gndin~ Balance 42.831 52,336 57,336 52,336 67,336 -110- I I] [1 -! DEBT SERVICE PROPOSED BUDGET FOR FY96 Beg~.nntng Balance Debt Service ~ End/rig Balance FY98 FY96 FY97 FY98 BDI~ET PROJECTION PRO~ECTION 463,023 266,004 256,699 248,552 240,783 1,997.751 2.376,857 2,553,886 2,819.322 3,303,504 29,758 25,000 0 0 0 0 745,514 1,736,696 1,672,544 1,608,433 692,036 747,781 812,481 967,629 1,048,965 0 0 59,776 $24 0 2,719,973 3,895,152 5,162,799 5,260,019 5,960,902 2,916,892 3,904~457 9,170,946 8,287,788 5,969,127 266,004 256,699 248,852 240,783 232,558 FY95 FY96 .00 .00 1992 BO~DS-I~rh~u~ST 1994 1995 BONDS-T~'r~J~ST 1996 1991 B0~-~T 1990 ~S-~ 1989 1988 1996 B~-PR~CIP~ 1995 B0~'PRINCIP~ 1994 1992 1991~'PR~NC~P~ 1990 1989 1988 308,750 498,000 126,300 80,438 89,853 -111 - GENERAL OBLIGATION Multi-Purpose & *Water Computer System Multi*Purpose & *Sewer Construction Multi-Purpose & * Sewer/Water Construction Multi-Purpose & *Sewer Construction Multi-Purpose & Water Construction *Special Assessment Refunded the Callable Portion of the 1985 & 1986 GO Bond issues Multi-Purpose & * Sewer/Water Construction Multi-Purpose & * Sewer/Water Construction Multi-Purpose & *Sewer/water Construction Multi-Purpose & *Sewer/water Construction DEBT SERVICE FUND SUMMARY OF EXPENDITURES FY96 THROUGH FY98 DATE OF AMOUNT OUTSTANDING ISSUE ISSUED 1-JUL-95 -PRINCIPAL AND INTEREST DUE- FY96 FY97 . FY98 02-88 1,260,000 385,000 149,515 141,640 143,640 12-89 2,960,000 1,500,000 389,853 372,150 354,300 12-90 2,300,000 1,350,000 305,438 292,613 279,450 9-91 2,340,000 1,600,000 338,875 300,375 288,000 6-92 4,870,000 3,695,000 1,181,993 662,493 507,818 2-94 7,370,000 6,625,000 1,058,750 1,024,250 989,750 2-95 2-96 8,500,000 0 1,043,778 1,003,111 962,~. ~.~ 4,410,000 0 326,300 720,378 692,311 6,500,000 0 J s.155,ooo 2-97 - 112- 0 389,000 1,078,000 .4,794,502 ,4,906,O10 ~,295,713 EMPLOYEE BENEFITS :PROPOSED BUDGET FOR FY96 FY98 Beginning Balance University Fire Contract Interest I~come Miscellaneous Transfer Total Receipts Personal Services Sezvices And Chaz~es Total Receipts Services And Total ~enditures ~nding Balance S33,370 477,369 481,888 520,645 S88,163 2,760,340 2,823o912 2,870,000 3,197,000 3,423,500 67,695 94,000 80,000 83,000 85,0~0 12,154 11,000 0 0 0 434,412 502,000 S95,000 682,000 696,000 3,274,601 3,430,912 3,545,000 3,902,000 4,204,500 33,313 38,386 39,006 42,93? 43,964 96,056 127,130 140.790 147,214 152,808 3,201,233 3,260,8?7 3,326,447 3,704,331 3,934,924 3,330,602 3,426,393 3,500,243 3,894,482 4,131,696 497,369 481,888 520,646 588,163 660,967 PUBLIC SAFETY RESERVE PROPOSED BUDGET FOR FY96 - FY98 FY94 FY95 FY96 FY97 FY98 ACTUAL ~STIMATE BUDGET ~ROJECTION PRO~ECTION 3,524~273 3,906,041 3,494,041 2,998,970 2,416,897 045,700 90,000 100,000 100,000 100,000 -30,929 0 0 0 0 1,476 0 0 0 0 816,247 90,000 100,00~ 100,000 100,000 68 0 71 ?3 75 434,411 S02,000 595,000 682,000 696,000 434,479 502,000 595,071 682,073 696,075 3,906,041 3,494.041 2,990,970 2,416,897 1,820,822 .23 .23 .38 .38 0 -113- ?? CITY OF IOWA CITY EMPLOYEE BENEFITS FUND SUMMARY OF EXPENDITURES FY94 ACTUAL FY65 FY96 FY97 FY98 ESTIMATE PROPOSED PROPOSED PROPOSED Costs Budgeted in Employes Benefits Fund Police & Fire Pension and Retirement 769,912 General Fund Employee Benefits 2,431,321 Workers Compensation 44,316 Unemployment Insurance 11,514 Loss Reserve Transfer 31,740 Miscellaneous Transfers & Expanses 24,614 Staff Support 13,355 Police & Rre Retirement-Chapter 410 3,830 TOTAL TRUST & AGENCY FUND BENEFITS 3,330,602 740,092 721,480 794,183 810,655 2,618,704 2,604,967 2,910,148 3,124,269 51,162 55,000 58,850 81,793 10,000 12,090 12,453 12,827 50,968 52,497 54,072 55,894 20,000 24,888 26,635 28,298 18,386 19,290 20,888 22,390 15,000 16,315 16,804 17,308 3,524,312 3,506,527 3,894,013 4,133,234 Costs Budgeted in Employee Benefits Fund FICA IPERS Health, Ufe & Disabilit~ Insurance TOTAL GENERAL FUND BENEFITS 867,702 707,824 778,883 794,989 394,655 407,870 448,938 458,242 1,854,898 1,674,712 1,840,903 2,006,524 2,916,956 2,790,408 3,O68,724 3,259,755 Paid from General Tax Levy PAID FROM EMPLOYEE BENEFITS TAX LEVY 298,251 185,439 158,576 135,486 2~618,704 2,804,967 2,910,148 3,124,269. Employar's Contribution Rate Police Retirement 18.71% 17.66% 17.68% 17.68% Fire Retirement 18.71% 17.68% 17.88% 17.86% FICA 7.88% 7.65% 7.68% 7.85% IPERS 5.75% 5.75% 5.75% 5.75% Police & Rre Retirement - The State of Iowa Adminstsrs the Police & Fire Retirement Fund. The contribution rate ia set by State of Iowa Code. FICA - Rate is expected to be 7.65%. Maximum salary covered on the social se~=urity portion increased from 957,800 to 960,600. There is no maximum covered salary for the Medicare portion of FICA, IPERS - The rate remains at 5.75%; on 01101193 the maximum salary amount changed from ~31,000 to 935,000 and to 938,000 on 01101194. An amount is added to the maximum each Jsnuaw 1, but that figure is not known at this time. -114- ROAD USE TAX PROPOSED BDDGET FOR FY96 Be~:~ning Balance Road Use Tax SedUces ~d Ending Balance FY94 ACT~ 3,816,228 3,646,069 3,471,461 3,166,114 112,145 100,000 13,932 0 FY98 FY96 rf97 BUDgeT PROJECTION 1,497,504 3,350,000 3,400,000 100,000 100,000 0 0 3,450,000 3,500,000 1,700 4,209,540 4,211,240 ~Y06 PRO~'ECTION 786,264 3,450,000 100,000 0 3,646,069 ~,004,310 1,497,504 786,264 699,163 Traffic ~gtneer/ng 854,000 Streets Maintenance 1,809,300 Capl~al ~oJects 1,184,000 - 1'15- JCCO~ ADMINISTRATION PROPOSED BUDGET FOR FY96 - FY98 ACI'0AL EST/MATE BUDGET 9,269 5,000 0 9,415 31,776 42,000 0 0 18,000 18,000 46,500 48,200 64,$00 66,200 Personal Services SerVtces~nd Cim~es Total 41,879 47,319 50,030 405 530 1,104 47,854 55,618 59,245 ~Y~S FY96 .20 .20 .50 .50 .80 .80 FY96 - 116- ii JCCO0, TRANSPORTATION PLANNINO PROPOSED BDD~ET FOR FY96 - PY98 Charges For Services Local Govervmental Agenc£ FY94 FY95 PROPOSED PY97 FY98 ACTUAL ESTIMATE BIH~ET PROJECTION PROJECTION 35 0 0 0 0 18,145 18,720 19,000 20,000 21,000 55~192 42,230 42,000 42,000 42,000 37,859 61,485 67,000 81,000 84,800 111,281 122,435 128,000 143,000 147,000 Persona! Sezvices 99,0?6 112,477 114,744 114,744 126,316 129,762 Services And Cha~es 11,144 14,078 14,588 14,$85' 15,048 15,517 -117- ?? JCCO~HUMANSERVICES PROPOSED BUDGET FOR FY96 PT96 FY98 FY98 PRO~TECTION PROu"ECTI ON 0 0 10,000 17,000 50,000 51,000 66,000 68,000 -- FY96 BUDGET -- FY94 FYg8 DSPT CITY ~ FY9? FY98 ~XPI~/DI%~ES: AC'R~L ~STIMATE REQUEST PROPOSED PR0~CT~0N PROJECTION FY95 ~'/96 PgRSO.~.T., SSRV~'~S: ~ SERVICS8 COORDINATOR 1.00 1.00 1.00 1.00 FY96 0 -118- JCCOG, SOLID WASTE M~MT PROPOSED BUDGET FOR FY96 - FY98 22,500 23,500 38,000 39,$00 60,500 63,000 FY9$ -119- JCCO~, ECICO~ ASSESSMENTS PROPOSED BUDGET FO~ FY96 - FY98 FY94 PY9S PROPOSED ~al ~al ~ci 12,307 9,125 10,000 ~n ~d ~fer 7,568 11,304 11.449 Total 19,875 20,429 21,449 10,000 10,000 12,094 12,757 22,094 22,757 19.097 20,429 21,4S0 21.450 22,094 22,757 19.097 20,429 21,450 21,450 22,094 - 120 - I I Beginning Balance Chargas For Services ~8MR/FBWR Flood ~rant Sez~lcem And (~az~jes Capital Outlay Total ~xpenditu~es Endin9 B~lance PEP, SONAL SERVICES: EQUIPMenT MAINTENANCE PROPOSED BUDGET FOR FY96 - FY98 170,476 212,701 202,702 121,039 23,130 1,220,651 1,122,000 1,190,000 1,230,000 1,270,000 4,841 0 0 0 0 8,869 0,000 6,000 6,000 6,000 942 0 0 0 0 1,232,503 1,130,000 1,196,00D 1,236,00~ 1,276.000 416,487 414,086 441,372 485,872 499,978 626,034 524,767 657,112 682,539 709,014 150,666 188,946 159,178 165,497 171,753 6,190 12,200 20,000 0 0 1,199,277 1,139,999 1,277,663 1,333,909 1,380,745 212,701 I"/96 1.00 1.00 3.00 3.00 2.00 2.00 2.00 2.00 1.00 1.00 .SO .50 9.50 9.50 CAPITAlOUTLAY= FY96 SOFIIC%RE NEW PLT. MAIlIT. SYST. 20,000 20,000 I. l TRANSIT PROPOSED Be~inning ~alance Equipment Rental Total Receipts PARTS/DATA ~NTRY CLERK $R MECHANIC EQUIPMEI%'T MAINTENANCE BUDGET FOR FY96 PY98 0 0 0 0 0 700,836 743,663 819,006 871,375 900,134 700,836 743,663 819,096 871,375 900,134 288,072 341,273 365,962 391,848 403,632 383,368 383,101 430,838 446,104 461,946 29,396 19,289 32,296 32,423 34,556 700,836 743,663 819,096 871,375 900,134 0 0 0 0 0 1.00 1.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1,00 .SO .50 7.50 7.50 - 121 - EQ~TZPMElqT REPLACE~ RESERVE PROPOSED BUDGET FOR FY96 - FY98 .50 .50 1-Lird~ LOADBR 24,500 I-ALR COMPRESSOR 19,900 2-blORTTP~CTORS 18,400 1-MOTOR OR A DER 92,200 1-MUD JACK 53,400 2'S{4RLLSW~P~o~q 62,800 1-BACKHOE 80,900 4-3/4 TON TRUCKS 99,600 2-VANS 36,800 9-SP~g~DERS 67,500 9-SNOW ~OWS 66,600 1-FLVSI:~R TRUCK 85,200 1-CO~4~AC~ P/UTRUCK 13,900 1-3/4 TON P/UTRUCK 19,000 740,700 - '~22 - '77 CENTRAL SUPPLY & PRINT PROPOSED BUDGET FOR FY96 - FY98 BegJ~Lng Balance Central Sup Ch~bcks Ups Chargebacks ~ad~o 14ainc. Ch~bcks Telephone Chatuebks 198,453 214,629 123,317 165,105 205,870 134,988 S,000 91,000 96,000 101,000 0 7,200 ?,500 7,900 8,300 6,696 2,000 0 0 0 2 0 0 0 0 7,322 0 0 0 0 28,185 37,000 42,000 44,000 46,000 0 87,000 0 0 0 0 48,000 50,000 52,000 56,000 0 1,200 1,300 1,350 1,400 143,828 161,000 180,000 191,000 202,000 1,189 2,500 2,600 2,800 2,900 9,892 ?4,000 60,000 63,000 86,000 0 0 160,000 168,000 176,400 30,000 0 0 0 0 362,102 424,900 504,400 626,050 660,000 45,578 50,207 53,254 68,622 60,410 61,717 62,842 66,695 68,698 70,?60 189,361 259,113 407,263 436,165 454,638 17,270 144,050 25,400 10,800 15,000 30,000 O 0 0 0 343,92~ 516,212 552,612 585,286 600,808 214,629 123,317 165,105 205,870 265,06~2 ?? - '123 - 97 $erviens And Charges Capital Outlay To~al gxpenditures Bndtng Balance PBRS0NAL S~VIC~S ~ R~SK ~ SPeCiALIST RISK MANAGEMENT LOSS RESERVE PROPOSED BUDGET FOR FY96 - FY98 533,284 219,243 641,961 661,241 681,078 50,22S 42,907 41,421 0 0 583,509 262,150 683,402 661,241 681,078 23,635 30,459 66,463 73,186 75,415 2,096 8,764 2,202 2,270 2,340 459,942 419,472 507,390 522,608 538,280 703 069 6,400 0 0 0 400,000 0 0 0 466,376 850.584 582,475 S98,064 616,035 .59 1.59 6,400 HEALTH INSURANCE RESERVE PROPOSED BUDGET FOR FY96 FY98 Beginning Balance Health Insurance Chargeback~ Dental Instccance ~nargeback Interest Income Total Receipts Services And Charges Total Bxpend£cures 1;'Y94 FY96 PY96 1;'Y97 FY98 2,233,190 2,2S0,000 2,300,000 2.450,000 2,600,000 117,977 120,000 120,000 123,000 126,000 35,923 40,000 ~0,000 40,000 40,000 2,387,090 2,410,000 2,460,000 2,613,000 2,766,000 -40,723 0 0 0 0 ~,832,793 2o144,407 2,234,950 2,444,000 2,653,060 0 800,000 0 0 0 1,792,070 2,944,407 2,234,9S0 2,444,000 2.653,050 Balance - 124 - SPECIAL ASSESSMENTS PROPOSED BUDGET FOR FY96 - FY98 Beginning Balance Interest Income Special Assessments ~d~g Bal~ce 194,714 130, 5S2 70,776 70,252 70,252 T~ 28200 To 27700 59,223 553 59,776 - 125 - I~ISE ~EPAYMENT FUND PROPOSED BUDGET FOR FY96 ~ FY98 316 0 0 0 17,000 13,391 13,391 13,391 13,391 .00 .00 13,391 13,391 13,391 0 13,391 E'Y96 ' 13,391 - 326 - CITY OF IOWA CITY Proposed Capital Improvements Program 1995 through 2001 December, 1994 December 1994 Honorable Mayor and Members of the City Council City of Iowa City CITY OF IOWA CITY Re: Seven-Year Capital Improvements Program (ClP) for Fiscal Year 1995 through Fiscal Year 2001 Mayor and City Council Members: The City Council in 1993 evaluated capital projects to determine their merit and priority in relation to other projects. The CIP represents major project planning categories such as Street Reconstruction; both unimproved and existing, New Streets, Bridges, Wastewater, Water, Parks and Recreation, Stormwater, Airport, Landfill and Other. Within each category the projects were evaluated and compared to each other to determine the priority. After the City Council prioritization of the projects, financial resources were identified. This new seven-year CIP lists the projects that are completed or in progress. Another schedule lists modifications to last year's seven-year CIP. The modifications include changes in project costs and/or fiscal year to be completed. The seven-year CIP also identifies capital projects that were prioritized but do not now have funding. A listing oft~ose projects is included at the end of the plan and can be used for future CIP updates. This seven-year CIP plan is instrumental in the engineering work program and financial strategies for the upcoming years. This multi-year document enables future City Councils to be aware of plans and priorities as well as providing a far better and more informed involvement on the part of citizens. Sincerely yours, Stephe CityManager f~nadm~budget ~l~rnayor.~ CITY OF IOWA CITY CAPITAL IMPROVEMENTS PROGRAM 1995 Through 2001 Revisions to Seven Year Capita~l Improvements Program Capital Improvement Funding Sources ........... Fiscal Year 1996 Proposed Fiscal Year 1997 Proposed Fiscal Year 1998 Proposed Fiscal Year 1999 Proposed Fiscal Year' 2000 Proposed Fiscal Year 2001 Proposed Unfunded Projects ...... In Progress or Completed Projects ............... 10 13 15 18 20 21 22 25 City of Iowa City- Revisions to Seven Year Capital Improvements Project Budget CATEGORY STREET RECONSTRUCT (CURRENTLY UNIMPROVED) 'Melrose Avenue- West High to 2t8 ~ycamom. Burns Avenue to City liraItc Fost~ o West of Dubuque Sycamore* City Urnitc to L Sycamore- through Mobile Home Bite E~t-Wast Parkway (Sycamore) Rnadv,'ay. PeriHand Site SUBTOTAL STREEt' RECONSTRUCT (CURRENTLY UNIMPROVED) STREET RECONSTRUCTION ~udlr~ton - Oilbert Interaction Traffic Signals ($50,000 each x/) Annual asphaH resurface & 10 Chip 8eaJ ($28~,000 xT) Tdelrcae - Bylngton to 1t Hawfdrm DOdge- Covemot to 12 N. Oubuque Rd, 13 River Street Woelf Avenue ~llhart. Xwy. 0 dual left tom lanes HWYt. Mormon Trek Signals t7 XWYt. NCS Traffic 819anl~ 18 Mall Ddve/tst Ave Fire Avenue - O St. to t9 Mtmoafine Flint Avenue. Mu~Atlne to 20 Bradfred Dubuque RdJ Foster RW 21 Intoranct]on Signal-ACT/Old ~Dubuquu Rd.J HWY 1 SUBTOTAL STREET RECONSTRUCT ORIGINAL TOTAL PROJECT ESTIMATE 2,007.239 523.05O 727,000 3,3t7,235 476,05O 350.000 1.400,05O 521.000 1,262,000 572,000 320.000 304,5O6 6,204,000 REVISIONS REVISED TOTAL PROJECT COST ORIGINAL REVISED FISCAL YEAR FISCAL PROPOSED YEAR 872,761 2,740,000 FY 96 FY 66 420.000 943,05O FY 97 FY 97 478,00Q 1,205,000 FY 97 FY 98 789,500 789,500 NEW ~Y 20o2 837.o00 837.000 NEqN ~Y 07 400,ooo 4oo,ooo N EIJV FY 2002 870.000 875.0OO NEW FY 20o2 4,45~,281 ?,T72,5O0 512,000 FY 94 FY 95 All Years- P,~50.000 per Pmj~ 1,995,000 $200.000 per $285,000 per 600,000 FY 95 FY 07 1,339,000 FY 97 FY 98 910.000 FY 97 FY 98 510.000 FY 96 FY 99 390.000 FY 2000 FY 2000 128.000 NElly FY95 ~o:o00 NEW ~Y05 30.0oo NEqN ~o,o00 NEW FY 2002 & ~o, o00 NEW g~yo~ FY2002 & 930.000 NEW soyor,~ 000,000 NEVV ~YD7 8,974~05O 37,000 (35O,0OO) 695,000 79,000 338,000 190,000 128,000 50.OO0 30,0O0 540,000 540.000 - 930.000 500,000 3,T~0,O0O City of Iowa City - Revisions to Seven Year Capital Improvements ProJest Budget CATEGORY NEW STREETS ~e, ott Boulevanl Ex~nded~Phase I 24 Sou~gata Avenue Phase I 26 Corot Street Extended SUBTOTAL NEW STREETS BRIDGES-RECONSTRUCT EXISTING 27 Melrnse 28 WooIf 29 ~ummlt 30 Burlington (Ralston Creek) SUBTOTAL BRIDGES WASTEWATER ~emove Ammonte by Crnlorln~don ~outh River Comdor (connect 32 two plant~) 8, Wastewater Treatment Plant 35 Expansion '~ignlander Ams Sewer and Uft 34 8tatIon --~cott Park Area 3S Trunk Sewer Idyllwild Area Sewer Peninsula Sewer and Lift Station Abet Avenue aewer Nodh River Con'ldor 8ewar 40 River 8t~ent ~awer 4t Enst Iowa City Trunk 8ewer ~aklan~/Grant $antta~ Relief scwer Melruns Market Sanitary scwar Scott Blvd Eft SteUon SUBTOTAL WASTEWATER WATER New water treatment faollKy SUBTOTAL WATER ORIGINAL TOTAL PROJECT ESTIMATE 2.015.000 324,0O0 1,535,0O0 1,850.O00 $,724.0O0 1 .$33.515 573.0O0 897.0O0 431.O00 3,534,$t5 REVISIONS REVISED TOTAL PROJECT COST ORIGINAL REVISED FISCALYEAR FISCAL PROPOSED YEAR 2,01 $,O00 FY 96 FY 97 324,0O0 FY 97 FY 90 t.5;L5,0O0 FY97 FY98 1,ass.sos ~Y o7 r~ 98 s,72~oo 130.610 1.764,125 FY94 &FY95 FY~? Dnslgn-FY9$; 3Er. O00 880.000 FY 90 Co~stn~t-FY 98 119,O00 1.015.O00 FY 97 FY 98 24.e00 455.000 FY 98 FY 98 ~80,810 4,t1S~12~ Oes~'vO4: 0esign+'Y 94; 1,350,O00 (1.300.000) 50.000 Co~stn~ FY 95 Censm~ FY 95 17.500.000 9.000.000 26,500,0O0 FY 95 FY 95 & FY96 17,500,O00 17.500.000 FY 95 FY 95 & FYO6 425.000 425,000 FY 95 FY 95 340.0O0 340.0O0 FY 95 FY 97 87,200 6T~00 FY 94~ FY 95 FY 97 1,120,000 (618.000) 502,000 FY g6 FY 98 880,000 880,0O0 FY 96 FY 97 425.O00 425.000 FY 96 FY 96 2O0,000 200AS0 FY 97 FY 98 1,139,000 1.t39.000 NEW FY 2002 0t8,oo0 91o.oo0 NEW FY 2002 20,500 20,~O0 NEW FY 9s ~?,00o 587.oo0 NEW ~ 97 22,327,20O 2/,24a,S00 4S,$73,?O0 50,O00,000 50,0O0,000 50,O00.O0Q 50,O00,000 City of Iowa City- Revisions to Seven Year Capital Improvements Project Budget ORIGINAL REVISED TOTAL TOTAL ORIGINAL REVISED PROJECT PROJECT FISCAL YEAR FISCAL CATEGORY ESTIMATE REVISIONS COST PROPOSED YEAR PARKS & RECREATION Neighborhood p~bllalt an annual appropriation overseven-year period, Parks and Rocraafion Comralsslon Future Parkland NI Yean~.$50,000 All Years- 48 Devalopraent 350,000 350,0~0 per ~0,(X~0 pet FY 95, FY96 & FY FYgS& 47 Bunte;~ Run Park 200.(X)0 (79,286) 120.7t4 97 FY 97 ~ranl~ Park $2~,6~0 TO FY 97 & 48 $?S,000 75,000 75,000 FY 97 & FY 98 FY 98 49 Benton Street Park 40,000 40,000 FY 98 FY 98 60 Court Hill Park 50,0~ 50.000 FY 99 FY 09 Willow Creek · 51 off.~t perffing 50.~0 50,000 FY 2~00 FY 2000 Replace ¢BD Playground 02 Equipraant 107,0~0 107,000 SUBTOTAL PARXS & RECREATION 76S,000 27,714 792,114 OTHER PARK PROJECTS ~apol~on Park 53 Renovation 780.000 AI~ Yeats-S12.200 in FY 95; $20,000 pe~ All Years- 54 Park Shelter Iraproveraent~ 112,200 (42,200) 70,000 s~ar~ng in FY 06 $10,000 per NI Yearn-S8,100 in FY 95; $10,000 per All Year~ 65 Font~Hdge Replacetaunt 56,100 13,900 70,000 sla~ng In FY 98 $10.000 per All Years-S3.400 In FY 95; $5.000 per All Years-S5.000 Parks Sidewalk Repincraant 28,400 8.600 35,000 starting in FY 98 pet NI Years-S12,200 tn FY 95; $20,000 per All Year~. 57 Par~ Acceanlblltt'J Programs 112,2~) 62,800 t75,000 stm0ng in FY 98 $25,000 per All Yeara-$6,100 In Parks~=aridng Lot FY 95; $10,000 per All Years* 58 Iraproveraonts 56,100 48,900 105,000 s~a~ng in FY 98 $15,000 pe~ FY$4,9S. 59 Iowa River Trail $yst~ra 360,000 350.000 7t0.000 96 & 97 FY 96 & 97 All Years-~O,000 All Years- 60 intra. Clty Bike Trails 180,00~ 180.000 per except FY 95 $30,000 per Open apace - Land All Years~57',100 All ¥ears- 6~ AcqulalBon 400.000 400,000 per $57,100 per Hwy 6 Pedes~lan/Drainage 62 Improvement~ t.860.000 t.~0.000 NEW ;Y 2oo= 63 New Fire Apparatus 230.000 2~0.000 NEW FY ~ Hazardous WaSte Collection - 64 Facility 455,000 455,000 NEW FY 97 '77 City of Iowa City- Revisions to Seven Year Capital Improvements ProJe=t Budget CATEGORY Rallrond Crossing 65 Improvements l~enovais Recreation Center 66 Pool 67 Clvis Cenfor HVA¢ renowtlon 68 Clvis Center-Ughtlng/Celtlng Replacement SUBTOTAL OTHER PARKS PROJECTS STORMWATER I 69 Kiwanis Park 8form Sewer 7o ~ndus~/Storm ~.wer 7t Helot Cl~le 8torre 8ewer 12 Sump Pump Discharge'111e~ SUBTOTAL STORMWATER 73 74 16 77 AIRPORT Master Pan SUBTOTAL AIRPORT LANDFILL Cell Cofmt]~cfion ($I ,300,000 each) IPurcha~ Add[tlona! Land p~anoltdfilrClosum/ IHydrologlc Bonlforlng System SUBTOTAL LANDFILL OTHER PROJECTS Pa~ng Ramp. Near 18 Southside i=xtxa wleNt-~av~ng; f=xtra wld~ & ~er $]de~k 79 ~a~ · Near 80 8o~lde SUBTOTAL OTHER PROJECTS GRAND TOTAL ORIGINAL TOTAL PROJECT ESTIMATE 2,0O0,O00 100,000 100,000 t,636,000 4.O00,000 161,000 2O0,O00 4,36t,000 99,082,954 REVISIONS 30,000 38,600 40,O00 3,t20,O00 REVISED TOTAL PROJECT COST 30,000 38,5~0 8,205,~0 ORIGINAL REVISED FISCAL YEAR FISCAL PROPOSED YEAR NEW ~Y88 NEW ~88 NEW ~m NEW P,'88 (1~o,o0o) 81,700 4,500 78,O00 6t,200 81,700 4,500 75,000 t6t,200 NEW NEW FY96 NEW 1O0,0O0 lo0,O00 100,000 100,000 ~ 9~ t ,300,000 Pt' 98 FY 98 200,000 FY 97 FY 98 358000 FY 94 & pdor I~' 96 100,000 FY 94 & prior FY~6 1,6358000 119.000 ¢o,o0o) 69,000 39,O00,786 4,000,000 280,000 160,000 4,430,000 t38,383,739 FY97 FY97 FY94& Fist $40,0O0 pe~ yr. FY 98, 97, 98 & O0 FY 97. 98 & 99 City of iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed REVISED XX = NEW PROJECT TOTAL REVISED PROJECT FISCAL CATEGORY COST YEAR STREET RECONSTRUCT (CURRENTLY UNIMPROVED) ~ Ilmlte 945,000 FY 97 Sycamore-through Mobile Home SUBTOTAL STREEY RECONSTRUCTION (CURRENTLY UNIMPROVED) S,~24,9S6 Gener~ Obligation Bond~ Non- General referendum Fund 500,000 943,000 1.205.000 3,385,000 FUNDING SOURCES Road Use Parking User Wastewater Water User Land~l Taxes Fees Fees User Fees Fees Fees Tipping Fees NEW STREETS Scott Boulevard Extended,.Phsee I 12 Southgate Avenue 2,015,000 FY 97 324,000 FY G8 1.715,000 76.210 %995,000 610.000 390,000 3.471,210 300,000 324.000 -5- Paddand Acquisition Development Federal & City of Iowa City Seve~ Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed REVISED XX = NEW PROJECT TOTAL REVISED PROJECT FISCAL CATEGORY COST YEAR East4Ne~t Arterial- SUBTOTAL NEW STREETS $,7~4,ooo BRIDGES- RECONSTRUCTION EXISTING 15 Melrose 1.764.125 16 'WoOIt 880.000 18 au~n9ton {Ratston Creek) 4S5,000 SUBTOTAL BRIDGES WASTEWATER ~ ~ver ~m~or (oonn~t t9 t~o plants) 26.500.000 S. Wastewater Treatment Plant 20 Expansion 16.415.000 Highlm~er Area Sewer and Lift StaUon Scott Pa.-~ Area 22 Trtmk Sewer .340.000 23 Idyllwild Area Sewer 87~00 24 Aber Avenoo Setter 880.000 2~ 'No~t River Con,dot Sewer 425.n00 26 River Sirerot Sewer 200.000 SUBTOTA~ WAS~E~rAi/=~ ........................ FUNDING SOURCES G~teral OMIgaUon Borers Non- General Road Use referendum Fund Ta.'~es 1.155,000 230.000 1 4.450.000 854.000 435.900 338.400 155,000 155,000 FY95 & FY96 -6- Paddng User Wastewater Water User Fees Fe~s LandS# User Fees Fees Fees Tipping Fee Bridge Rep~o~ment & Reheb 18,314.546 (80% .( (Sewer Revenues Bonds) 425,0~0 (GO At~ated by Sew~' Revert= 340.000 (GO ~ed by Sewer Revenue 87,200 (Sewer Ope'aUo~s) 880.000 (GO Abated by Sewer Rev 425,000 (GO Armted by Sewer Revenues 200,000 (GO Attoted by Sewer Revenues 587.000 A~xluislilon Development Federal& Funds State Grant~ Other 15o.000 :300.000 450.000 850,000 478,225 2.387.600 528.225 100.454 ues) ues) City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed REVISED TOTAL REVISED 6ener~l PROJECT FISCAL ob.gaUon Bonds NOa- COST YEAR referendum 50.000,000 ~ XX = NEON PROJECT CATEGORY 'WA~u~ New water treatment facility SUBTOTAL WATER PARKS & RECREATION NelghboHtood pa.'~s-establish an annes% appropriation ovm'seven-year 'period. Pan~s and Recreation Commission to prioritize. All Years-S50,000 350,000 per FY96& 120,714 FY 97 FY97& 75.000 FY 98 40,000 FY 98 50,000 FY 99 FY 2000 107,000 FY 96 107,000 FUNDING SOURCES General Road Use Parking User W _ __- _~ Fund Taxes Fees Fees User Fees Future Paidand 29 D~welopment 30 Huntera Run Park 31 K]wan~ Park $25,000 TO $75,000 32 Benton Street Park 33 '~ourt Hill Park W.~nv Cm~k - 34 off-street parking Reptace CBD Pisygmund XX Equipment 1,0t2,000 107.000 821,000 SUBTOTAL PARKS & RECREATION OTHER PARK PROJECTS ~oa Pa~k 35 Renovation 36 Park Shelter Improvements 830,000 FY 97 Atl YearnS10,000 70.000 per All Yesrs-S10.000 70.000 per 35.000 All Yean~,-$5.000 per All Yearn-S25,000 per A~I Yeat8-$15,o00 per 710,000 FY96&97 821,000 (=117,28~yr,) 37 Foott~ldge Replacement 38 Parks Sidewalk Rppiscment Pon~ Accessibility Programs 40 ,~ Pa~s-Pa~Jng ~ Impmvemen~ ~ 4t IowaRJv, rTraUSyslom 70,000 70,000 35.000 175,000 105,000 80,000 -7- Water User Landfill Fees Fees Tipping Fees 48,500,000 0Nater Reven 48,5~0.000 Par dand Acquisition Development Federal & Funds State Grants OUter 1,500,000 84,000 (12,000 per yea0 50,000 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed XX = NEW PROJECT CATEGORY 42 ~,,-clty Bike Trails ~en Space -Land 43 A~lu~lt]on REVISED TOTAL REVISED PROJECT FISCAL COST YEAR AI~ Years*S57.100 Obligation Bonds Non- General SUBTOTAL OTHER PARKS PROJECTS FUNDING SOURCES STORMWATER FY 96 Road Use Paddng User Wastewater Water X)[ Hafor Circle Storm Sewer 2.710,000 985.000 695,~00 60.000 · SUBTOTAL STORM~NATER 161~2~0 81,7oa LANDFILL 44 ($tAoa,OOa ea~l) 1,seo,ooa 45 Puml~se Addl~oaal Land 200.000 ~ Poat C~sum 35.000 47 Hydrologic Monitoring System · SUBTOTAL LANDFILL O'rHER PRO~IECTS ~;tg Ramp - Near 48 Sout~ide 4.000.000 FY 67 Extra Wlclth Paving; Extra width 49 & Other Sidewalk Projects 280,000 E0 Cu~ Ramp (ADA) ~tn~e~ - Near 5'1 ,Sou~lde 150,000 ~ XX New ~ Apparato~ 230 ~:--~-l,~=tm Waste Collection XX Facility 455.0~0 $40,000 pe~ yr, ,'~1 yea~1Oo.coo p~r FY 97, g8 & gg FY96 FY 9i' 4.500 76,000 161,200 4,000,000 280,000 -8- Paddand , Acquisition drill I Development Fede~ & Fee~ From Tipping Fee~I Funds State Grants O~er 400.000 400,000 520,000 50.000 1,300,000 ~,000 ),000 2.935.000 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed XX = NEW PROJECT CATEGORY XX Civic Center HVAC mnnvatJon REVISED TOTAL REVISED ~ll;I PROJECT FISCAL o~auon Bon~ Non- COST YEAR re~r~dum 30.C~0 40,000 FY 96 FY 96 FY 95 General Fund 30,000 Civic Centm'4.1gh'Ung/Cetllng Replacetruant SUBTOTAL OTHER PROJECTS GRAND TOTAL 27,000 150,000 FY 96 27,000 FY97. g8 & 99 150.OOO 6~250,500 230.000 585,500 131,838,511 12.849,500 2.101.500 FUNDING SOURCES RoadUso Pim~dngUser Wastewater Wnt~rUser Land1111 Taxe~ Fees Fees User Fees Fee~ Fees Tipping Fees 980.000 4.000.000 455.000 5,842,596 4.000.000 44.633.186 48.500,000 3,390,000 Parkland Acquisition Development Federal& Funds State Grants 0tiler ~lOO0 5,899.600 4.338,12g City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed ........................................... FY 1996 XX = NEW REVISED PROJECT TOTAL REVISED Gener~ PROJECT FISCAL ObUgaUon Bon~ ~ Road Uae Parking User CATEGORY COST YEAR refen~urn Oeneral Fund Taxe~ Fees ~ STREET RECONSTRUCT (CURRENTLY UNIMPROVED! -- Melrose Avenue - I West High to 218 2.740,000 FY96 770.000 250,000 SUBTOTAL STREET RECONSTRUCT (CURRENTLY UNIMPROVED) 2,740~00 770.000 250.000 STRe~ i RECONSTRUCTION xx o.ooo ,o.ooo RECONSTRUCT ~40,000 6"10,000 NEW u ~ r, EETS :~ ~outhgatl~ Avenue 324,000 FY 96 '~24.0~0 SUBTOTAL NEW STREETS 32400O 32.4,O00 BRIDGES-RECONSTRUCT EXISTING 3 'Woolf Ca0.000 FY 4 Burtlngtoa (Ralston Creek) 455.000 FY SUBTOTAL BRIDGES '. WAS'I'~ATER ~'~,um ~ Gomdor S (uenuect two plants) ~6,~00,000 FY 95 & F'Yg6 270.000 0 155,Q00 270.000 155,000 Wastewate~ water User Fees Landl'dl T Use~ Fees Fees Fee~ 25.353,940 (; -10- 6 Plant F .~.~a3n 16,415,000 FY 95 & FYg6 SUBTOTAL WASTEV~ATER PARKS & RECREATION Fu~um Parkland Devaka~ne~t A~ Yeast-S50.000 350.000 425,000 16,314.54& (Sewer Revenue~ 41,6E~486 ~ng OeveJopment Federal & ~ Funds Grants Other 1,720,000 t,720,000 R~enues Bonds) 100,454 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed FY 1996 XX = NEW REVISED PROJECT TOTAL REVISED Genera! PROJECT FISCAL Obl~on Bon~s Nor~- CATEGORY COST YEAR refereeurn FY96& Replace CBD Playground C.~neca] Fund 79,286 Road Use F~n~ng User Taxes Fees Fees Wastewater Water' User Fee~ Landfill User Fees Fees Fees SUBTOTAL PARKS & RECREA'rlON 236,286 t07,000 tt7,2~6 OTHER PARK PROJECTS AJl Yeam-$10.000 10 Pan~ S~eaar Improvements 70.000 per 10,0o0 PJI Yea~-$10,000 14 Improvements 105.000 per 15,000 t5 Iowa River Trail System 710,000 FY 95 & 97 20,000 t6 Intm. City Bike Tralls 180.000 per 30.000 SUBTOTAL OTHER PARKS PROJECTS BTORMWAt~e~ 81.700 FY 96 81.700 XX Hafor ClrcleStennSewer 4,500 X~ Samp Pump Dl~,hatgo l'lts~ SUBTOTAL $TORIl~q/ATER 161,200 LANDFlU. '18 Poat Closure Hyomloglc Monitoring 19 ~m 100,~0 -11 - ~l~g DeveJoproant Federal & State Fun~s Grants Other 00.000 ~7,100 ,00 35,000 100,000 City of Iowa City Seven Year Capital improvements Project F=cal Years 1996 to 2001 Proposed XX = NEW REVISED PROJECT TOTAL REVISED PROJECT FISCAL CATEGORY COST YEAR Landfill Lh't Station FY 96 SUBTOTAL LANDFILL 13s,ooo ......................................... FY 1996 O~ga~on referendum Gener~ Fund Taxes Fees Fetal OTHER PROJECTS F.=tra Width& Q~er Sidewalk ~Avlc Cer~er HVAC ~ Genler-Llghtlng/Gelllng 22 Grab Ramp (N3A) 7oo.oo~ per SUBTOTAL OTHER PROJECTS 505,5o0 OR, AND TOTAL 4eAes.o~e 23~.000 40.000 30,000 100,000 170.00~ -12- Parld~d Acquisition Development Federal & State Funds Grants O~er User Fee= Fees Fees City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed CATEGORY STPJd= t RECONSTRUCT (CURRENTLY UNIMPROVED) REVISED TOTAL REVISED PROJECT FISCAL COST YEAR .......................................... FY 1 997 Ger~ral Ol~l~a~o~ Bonds Roa~ Use Parld~ User Wastewater K onereferendum C-eneml Fund Taxes Fees Fees User Fee~ SUBTOTAL STREET RECONSTRUCT (CURRENTLY UNIMPROVED) 1.780,0o0 STREET RECONSTRUCTION Annual asphalt resurface & 2 Chip Seal ($285.000 xT) 1.995.000 $285.000 per Mell*o'se - Byln~on to Trafiqc $19na~.AGTI Old XX Dubuque Rd../HWY 1 500,000 FY97 SUBTOTAL STREET RECONSTRUCT '1,385,000 NEW STr~=t = Scott Baub~anJ Extended- Pheso I 2,015,000 FY9? 1,715.000 SUBTOTAL NEW STREETS 2.015,000 t,715,000 BRIDGES- RECONSTRUCT · EXISTING Melrose 1,764.125 F'Y97 435,900 SUBTOTAL BRIDGES t,764,125 435,900 WASTEWA t r.~ 6 T~ ~r ~,000 ~ 97 7 ~1~ ~ 87.200 ~97 SU~OTAL WA~A~ 1~7~ 87,200 880,000 285,000 500,000 ~,~ 300,000 300,000 Water User Landfill Fees Fees Tipping Fm Pmtdand Acqu~ltk~'~ Deve~pment Fedex! & State Funds Grants Ot~er 1,780,000 1,764,1'~: 9 t0 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed I ........................................FY 1997 CATEGORY PARKS & RECREATION Hunters Run Pa~ 'Kiwanis Pan~ S25,0~0 Yo REVISED TOTAL REVISED PROJECT FISCAL c~ne~ Obligation Bonds Roa~ Use Paridng User Wastm~'at~ COST YEAR Non-referendum Gesera~ Fund Taxes F~ Fee~ User Fses FY96& 120~714 FY 97 41,428 FY 97 & 75,000 FY 98 37.858 SUBTOTAL PARKS & RECREA'r~ON OTHER PARK PROJECTS 1t RenovaUon 830.000 FY 97 12 Foodridge Replacemont 70,000 per 780.000 5,000 16 iowa R~ver Trail System 710,000 FY 96 & 97 18,192 All 17 tarfa-City Bilm 'rrail$ 180,000 per Open Space - Lmld AJI YeastS57,100 30,000 SUBTOTAL OTHER PARKS PROJECTS OTHER PROJECTS 1,070,2~2 788,000 103,192 Poddng Ramp- Nser 19 So~l~;Ide 4,000,000 F'Y 97 ~H~',~,*dous Waste Colisct~on X)( Facility 455.0O0 FY 97 G~,u~:ape - Near 20 Southside 150.000 FY 87, 98&99 SUBTOTAL OTHER PROJECTS 4,SOS,000 50.000 ~0,000 4.000,000 GRAND TOTAL 232,478 4,TGS,e00 Debt ~*vlce Levy 1,307,200 User -14- Acquisit~n Lan¢ffiit Devek=pmefit Federal & State Fees Fees 'ripping Fees Funds C~anis Ot~r 50.000 80,000 57,100 80,000 455,00( 455,000 57,100 1,372,000 628~.5 City of iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed I ] ............................................ FY 1998 XX = NEW PROJECT REVISED TOTAL REVISED PROJECT FISCAL Obtigallo~ Bonds Res~ Use Partd~ User CATEGORY COST YEAR No~referendum C-e~lera] Fund Taxes Fees Fees STREET RECONSTRUCT {CURRENTLY UNIMPROVED) Fostar. We=t of Dubuque L 1,205,000 FY 98 1,205.000 SUBTOTAL STREET RECONSTRUCTION (CURRENTLY UNIMPROVED) 1~05,000 STREET RECONSTRUCTION 285.000 SUBTOTAL STREET RECONSTRUCT NEW S~REETS 5 Ea~-W~t Al~erJaI-Pha~e I 1,535.000 6 ~u~ ~ ~ 1,850.0~ SUBTOTAL N~ STR~S BRIDG~ONSTRUCT ~NG SUBTOTAL BRIDGB FY 98 1,535,000 FY 98 1,550,000 230,000 230,000 User Fess User Fees I,.andltfi Fees Tipping Fees Acquis~on Development Federal & Funds State Grants Othe~ 630,000 0 150.000 460,000 677.6~0 677,600 City of Iowa City Seven Year Capital improvements Project Fiscal Years 1996 to 2001 Proposed -16- 8 XX = NEtNPROJECT FY 1998 REVISED TOTAL REVISED PROJECT FISCAL CATEGORY COST YEAR WASTEWATER SUBTOTAL WASTEWATER 220,800 ' 220,o00 PARKS & RECREATION 9 $75.O00 75,000 FY 98 10 Benton ~t Pad¢ 40,O00 FY98 SUBTOTAL PARKS & RECREATION 77.142 OTHER PARK PROJECTS tt PartY. Sheltm' Improvements t2 Footbridge Replacement 13 Pa~$ ~k Rep~cment P,~,k~ ACCeSSibility P~rams 15 Parks-Paddn~ Cot Improvements 16 ~nba-CJty I~m Tr~s t7 Acquislt~n 70.000 ~ 35,000 A~ Yearn-S5.000 Her 105;000 per All Years-S30,000 180.000 Her All Yean~57.100 400,000 per ] SUBTOTAL OTHER PARKS PROJECTS LAND flU. Cell Constmct~o,n 18 ($t,300,000 each) 19 Purdlase A~l~ona~ La~l General Obligation Bonds Road Use Paddng User Non-referendum General Fun~ Texss Fees Fees 37.142 40.000 77,142 SUBTOTAL LANDRLL 10.0o0 10.000 5.000 25.O00 15,000 30,000 1~z,1o0 ' Padds~- Acquisition Develepme~t Federal & Fees landfill Fee~ Ttpplng Fee~ City of Iowa City Seven Yea; Capital Improvements Project Fiscal Years 1996 to 2001 Proposed ........................................... FY 1998 XX= NEWPROJECT CATEGORY REVISED TOTAL REVISED PROJECT FISCAL ~ ObEgalion Bonds Road Use Pa~ User COST YEAR Non-mfere~lu~ General Fund Texe~ Fees Fees OTHER PROJECTS t~lttt & Ot~er Sidewalk 20 ProJeers 700,000 SUBTOTAL OTHERPROJECTS AJi years-S100,000 per FY 97. 98 & 99 270,000 40,000 100,000 GRAd~ID TOTAL 695,000 -17- Parklan~ Acquisition Developmeet Federal & Funds State Grants Oftlet Fees Landfill Fees Tipping Fee~ 104,000 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed FY1999 XX = NEW PROJECT CATEGORY REVISED TOTAL REVISED PROJECT FISCAL COST YEAR STREET RECONSTRUCTION Annual asphalt resurface & I Ctdp Seal {$285,0C0 x7) 1.995.000 ~5.0~ ~r SU~OT~ N~ S~S PARKS & RECREATION 'l-mum ParvJamt Jul Yean~15o.ooo 5 Stabilization VY 99 & FY 2000 SUBTOTAL PARKS & RECREATION 13o.000 OTHER PARK PROJECTS 0 Pa~ Shelter Improvements AJ~ Yea~-$10,000 70.000 per .NJ Year~l 0,0o0 7 Fo~dge Replacer~ 70,000 ~ ~ ~pl~ ~,000 ~ Y~,~ ~r 9 NI Y~.~0 Pa~ A~ P~m~ 175.~ 10 F~ ~ ~1Y~15.000 ~ 100,~0 11 ~ BI~ T~ 180,~0 ~ S~e- ~ ~t Y~.I~ 12 ~ 4~.~0 ~r SUBTOTAl. OTHER PARKS PROJECTS 14100 Genera~ Ot~lgatlorl Bonds Road Use Non-referendum General Fund Taxes ~o,o00 'H8,000 10.000 10,000 6,000 25,000 15.0000 30.000 9'%000 510.000 795.000 pad~g Use~ Wastewater Water User Fees Fees User,"~ Fees Fees -18- ParkJand Acquisition ~fill Development Federal & Fees Funds State Grants Otl',er t2,000 57.100 City of Iowa City Seven Yea~ Capital Improvements Project F*~cal Years 1996 to 2001 Proposed ............................................ FY 1999 XX= NEWPROJECT CATEGORY REVISED TOTAl. REVISED PROJECT FISCAL COST YEAR OTHER PROJECTS ~ WIdlJt & Other Sidewalk 13 P~o~cts 280.000 $40,000 per yr. A~ yearn-S100,000 14 Curb Ramp (ADA) 700,000 per *Streetscape - Near 15 SourhOde 150,000 FY 97. 98 &99 SUBTOTAL OTHER PROJECTS 14o,ooo GRAND TOTAL 0 213,000 40.000 140,000 935,000 Paddan,~ Acquisition City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed REVISED XX = NEW' PROJECT TOTAL PROJECT CATEGORY COST STREET RECONSTRUCTION Annual asphalt msurtece & Cllip I Seal (S2~5,000 xT) 1.995.00o Gilbert - Hv~. 6 cl~ left turn 2 la~es 390,000 SUBTOTAL STREET RECONSTRUCTION (CURRENTLY UNIMPROVED} .............................................. FY 2000 REVISED FISCAL YEAR ~.ss, ooo per FY 200o 675,000 Road Use ~ User General Fund Taxes Fees Fees 2~.00o 675,000 PARKS & RECREATION 3 Futu~ Paddand Development 350.000 All Yeam-$50.000 per 4 C;andlc Prat; Bank ~lUseUon FY 99 & icy 2000 5 Willow ~reek-off ~et pa~dng 50.000 FY 2000 SUBTOTAL PARKS & RECREATION 130,000 30,000 50,000 118,000 OTHER PARK PROJECTS 70,000 AJ; Yea~l O.0OO per ? FooWHdge Replacement 8 Paula Sidewalk Repiacment 70,000 A~ Years~10,000 per ~5,000 A~ Years-$5,oo0 per 10,000 $,000 9 Pa~s Ac~asalbillty Prog rams t0 Improvements Open S~ - ~ 12 A~on SU~OTAL O~ PARKS PROJ~S 175,000 All Ye~s-$25,000 per 105,000 AJl Y~ats-$15,000 pet' 180,GGO A.~ YastS-$30,000 pet 400.000 AI~ Yeanr,-$57,100 per 25,000 15,000 ~0,000 es,ooo 13 Extra Width & Sidewalk Projects 280,000 $40,000 per yr. ~ SUBTOTAL OTHER PROJECTS 40,000 Wastew ater Water Landfill User User Fees l'Jppt~ Fees Fees Fess - 20 - UI Acqu~m Ig I:)eve~p('nen Federal & ~ t Funds State Grants Other 12.000 t2,0O0 57.400 City of Iowa City Seven Year Capital Improvements Project Fiscal Years 1996 to 2001 Proposed XX = NEW PROJECT REVISED TOTAL PROJECT COST CATEGORY STREET RECONSTRUCTION Annual esphait resurface & CMp Se;d {_~'~t_ _~.000 XT) '~,g95,000 $285.000 per SUBTOTAL STREET RECONSTRUCTION (CURRENTLY UNIMPROVED] PARKS & RECREATION Development 350.000 All Yes~$50,000 per SUBTOTAl. PARKS & RECREATION O~-IE~ PARK PROJECTS ?0.000 AllYesm~10.000 per 4 Footbridge Replacement 70.000 All Yes;s-S10.000 per Parks Acces~lllty Pro~ms Par~-Parktn~ Cot 7 ~'nprosements 8 Inb-a~.Aty ~ Trails Acquisition SUBTOTAL OTHER PARKS PROJECTS 176,000 All Yeara-$25,000 per 105,000 All Yearn-S18,000 per 180.000 AU Yearn-S30,000 ~ 15~4~0 OTHER PROJECTS Extra Width Paving; Extra width 10 & Other Sl~alk ProJeet~ 280,000 $40.000 per yr. 11 Curb Ramp (ADA) 700.000 All years~!00.000 per. SUBTOTAL OTHER PROJECTS ~ 140,00o GRAND TOTAL e27,4oo ........................................... FY 2001 General REVISED Obli~a~n Bonds Non- FISCAL YEAR ~e~ere,~um Road Use General Fund Taxes 285.000 285,000 ~8,000 38,000 10.000 10.000 5,000 25,000 15.000 30.000 40,000 100.000 140,000 425,000 Water Lan~ Panking User Wastewater User Fees Tippin: Fees Fees User Fees Fees -21 - Paddand ,d~11 Acquisition )tng Developmen Fsdera[ & es t Funds State Grants Other 12.o0o 57,400 Er,400 _1 City of Iowa City Seven Year Capital Improvements Project Unfunded Projects XXX-NEWPROJECTS CATEGORY STR~ I RECONSTRUCT {CURRENTLY UNIMPROVED) Taft - Catirma Slothowe~ Road Sycan~re- C~y Unl~ to L F-G~ ~Ve~ Pa~,Gn~W (Sycamore) SUBTOTAL STREET RECONSTRUCT (CURRENTLY UNIMPROVED} STREET RECONSTRUCTION 6 First Avenue - Muscafine to Bradford 7 B~nt~n - Greenwood to Omha~ 8 ~hway 6- LaSsie ~ Sco~ 9 Musc~ne- Bud~gton to Cou~ ~0 Sycamore - h~y. 6 ~ OeFom~ 11 Noilh Dubuque Slmeqnear Mayflows0 12 Dubuque Rd~ Rd. Irtte~sec~on SUBTOTAL STR~, RECONSTRUCT NEW b-'Ti[~:~--, * ' 9 Scx)tt Boulevard Extefided-Phase II 10 ~ Boulevanl Extended-Phase III 11 East-lAMst Adedai-Phase I! 15 FoYer - D~buque to Prairie du Chle~ 16 Camp Ca~lnal Road-to year 2~01 SUBTOTAL NEW STREETS TOTAL PROJECT ESTIMATE 2,540,~0 769.500 6,069,500 2,898,000 105,000 180,000 2,000A00 8,573,000 1,865,000 1,765,000 870,000 820.000 525,00Q t,700,O~0 3AC)4,000 1 2.096.000 FISCAL YEAR Yr 2002 & 8eyoncI Yr 2002 & Beyond Yr 2002 & Beyond Yr 2002 & Beyond Yr 2~02 & Beyond Yr 2002 & Beyond Yr 2002 & Beyore] Yr 2002 & Beyond Yr 2002 & Boyo~cI Yr 2002 & Beyom:l Yr 2002 & Beytold Yr2002 & Bey~d Yr 2002 & Beyond Yr 2002 & Beyond Yr 2002 & Beyond Yr 2002 & Bwond Yr 2002 & Beyond Yr 2002 & Beyond City of Iowa City Seven Year Capital Improvements Project Unfunded Projects XXX - NEW PROJECTS CATEGORY BRIDGES-RECONSRUCT EXISTING 17 Secen,~ 18 Meadow 19 Broo~de 20 Ro4~ester (c~ mp]acerne~t) 21 Pada~ Overpass- on belcl ~ns~e ot~ a~ama~vee SUSTOTAL BRIDGES WASTEWA/uJ~ 22 Southwest Interceptor 22 East tewa City Trunk Sewer 22 Oaidand/Grant Sanitay Sewer SUBTOTAL WASTEWATER PARKS & RECREATION 23 E~qd Robert Lee Reczeafion Center 24 Expa~l Mercer ParkAqua~ Center 25 Ubraw Add'~ee 26 ParkSports Complex 27 Ice Skating F;~Jity 28 Munichpet C-<~ Course SUBTOTAL PARKS & RECREATION OTHER PARK PROJECTS 2~ Unive~ity Softail ~ ~o Cemetery Exposion- yce~ 200'1 31 Sycemom Farms Wetland SUBTOTAL OTHER PARKS PROJECTS STORNIWATER 32 Federal Stee~%vater Menagement SUBTOTAL STORMWATER TOTAL PROJECT ESTIMATE FISCAL YEAR 175.000 Yr 2002 & Beyond 275.000 Yr 2002 & Beyond 175.000 Yr 2002 & Beyond 100,000 Yr 2002 & Beyond 720,000 Y~ 2002 & Beyorld 1.445,000 7,~00.000 Yr 2002 & Beyond 1.1 $0.000 ¥r 20O2. & 918.000 Y~ 2002 & Beyond 9,557,000 4,500,000 Not shown in ttle 7 yrs ti,500,000 N~In~7~ 155.000 Yr 2002 & Beyond 200.000 ¥r 2002 & Beyo~[ Urdmown Yr 2002 & Beyond 335,000 UnJmown City of Iowa City Seven Year Capital Improvements Project Unfunded Projects XXX - NEW PROJECTS CATEGORY AIRPORT 33 Ma~er Plan~ec~slon pending SUBTOTAL AIRPORT OTHER PROJECTS 35 ~ Station 36 Fire Training Facility 37 ParY, s Centrat Maintenance Facility 38 Public ~,~ll<s Complex 39 Ind~s*d-Jal Park 40 Summit Street Historic Plan 40 Hwy 6 Pedes~an/Drainage tmp~nts SUBTOTAL OTHER PROJECTS GRAND TOTAL TOTAL PROJECT ESTIMATE 10.000.000 10,000,000 18.000.000 25,060°000 97,135,500 FISCAL YEAR Not shown In t~e 7 y~ NOt shown In'~le 7 yrs Not shown tn t~e 7 ym Not shown In ~e 7 y~s Not shown In t~e 7 yrs Yr 2002 & Beyond Not sl~wn In the 7 yrs Yr 2002 & Beyond Yr 2002 & ~eyond - 24 - IN PROGRESS OR COMPLETED PROJECTS PROJECT TOTALPROJECT COST Rohret Road ............................. Traffic Signals ....................... Asphalt Overlay ...................... Maiden Lane Street & Pedestrian Bridge ..... Highway 6 West/Coralville Strip ........... Sidewalks & Extra-Width Paving .......... Kirkwood Avenue ....................... Plum Street .......................... Westside Trunk Sewer .................. Pine, Kineton, Dunnegan, Benton Sanitary Sewer. Various Sanitary Sewer Projects ............. Northwest Trunk Sewer- Phase II ........... Sycamore Street Sanitary Sewer ............ Digester Rehab ........................... Lab Testing Equipment .................. Clarifier Repair ........................ Kirkwood Avenue Water Main ............. Water Resource Plan .................... Surface Water Treatment Regs ............. Surface Water Treatment Plant Improvements .... Parks - Flood Related Projects ................ Ryerson Woods Access & Trail ........... Park Shelter Improvements ............. College Hill Park ................... Chauncey Swan Park ............... Footbridge Replacement ............. Parks Sidewalk Replacement .......... Parks Accessibility Programs .......... Parks - Parking Lot Improvements ...... South Site Soccer Fields ............... Iowa River Trail System-~ .............. Whispering Meadows Wetland Park Development ... Robert A. Lee Recreation Center/Roof & Floor Tile Replacement .................. Regional Stormwater- S. Sycamore ............ High Street Storm Sewer ................... Shamrock/Peterson Storm Sewer .............. Fairview Storm Sewer ...................... Ralston Creek Improvements ................. Brookside/VVillow, Lucas/Iowa Avenue Fairmeadows Storm Sewers ....................... .. $2,836,684 ....326,000 ....802,501 ....440,254 ....114,516 .. 212,000 1,218,000 122,600 501,785 404,849 195,277 204,000 629,952 170,000 115,000 50,000 215,000 345,000 26,000 170,000 160,000 65,000 20,000 217,782 41,000 31,000 10,000 10,000 65,000 240,000 264,000 235,000 425,0OO 705,000 100,000 114,000 100,000 93,000 34,200 Stormwater Permitting .......................... 25,200 Ellis Alley Storm Sewer ........i ............. i .....41,300 Park Road Storm Sewer .......................... 477,000 PROJECT TOTAL PROJECT COST FY94 Storm Sawer Repairs .......... Airport - Fe. ncing Project ........... Airport Condemnation - Dane ..... ;.. Airport Relocation Feasibility Study Landfill Cell Construction ........ Leachate Control ............. Landfill Closure/Post-Closure ..... Hydrologic Monitoring System .... Landfill Lift Station ............ Poplar Tree Planting ........... Scalehouse Renovation ......... Chauncey Swan Parking Ramp .... College St. Bridge Deck ......... Ramp Repairs - Old Capitol & Dubuque St. Senior Center Parking Lot Wall Repair... Bus Depot Repairs .............. Salvage Storage Building .......... Arts Center Feasibility Study ....... Senior Center Repairs ............ Alley Special Assessment {Bowery) .. Cemetery Roads Overlay .......... Curb Ramp (ADA) ................ Towncrest Relocation ............. North Court and Other Civic ... ~ 134,000 ...... 40,000 ... 300,000 .. 68,200 1,300,000 1,000,000 .. 35,000 100,000 650,000 .. 43,500 .. 39,200 3,475,000 200,310 535,000 26,000 25,550 32,000 46,000 134,000 34,100 10,250 100,000 150,000 Center Remodeling Projects ..................... 2,652,800 Police Department Remodeling ...................... 275,000 Library Roof Repairs .............................. 25,000 Library Expansion ................................ 50,000 TRENDS MONITORING SYSTEM THE CITY OF IOWA CITY DECEMBER 1994 El El [] [] El [] I I CITY OF IOWA CITY FINANCIAL TRENDS MONITORING SYSTEM TABLE OF CONTENTS CITY MANAGER'S MEMO ............................. REVENUE INDICATORS .............................. EXPENDITURE INDICATORS ........................... OPERATING POSITION INDICATOR5 .................... DEBT STRUCTURE INDICATORS ........................ COMMUNITY NEEDS AND RESOURCE INDICATORS ......... ......... 17 ......... 25 ......... 31 ......... 39 City of iowa City MEMORANDUM Date: Decemher~ 1994 To: City Council From: City Manager Re: Financial Trend Monitoring System (FTMS) One of the most significant qualities of the City's budget process has been our use of a multi-year program format which requires that financial decisions be considered in terms of longer range consequences. While most Iowa cities and cou0ties do not use such a budget process, the extra time and effort involved, I believe, is worthwhile and most helpful in our operational planning. We now propose to implement a new policy/management tool, Financial Trend Monitoring. With the implementation of a Financial Trend Monitoring System (FTMS), we are afforded an opportunity to improve the overall quality of decision making by providing a financial history related to us through not only financial measurements but also social, demographic, and economic factors. The consistent and equitable management of a community's financial condition appears to be a common goal of all municipalities. The City of low2 City has completed an analysis of its financial condition with the primary objectives of the FTMS being: · To assess the overall financial strength of the City. · To identify possible financial problems in time to take corrective action. · To provide a long-range perspective for budgetary and financial decision making. · To provide a straight forward picture of the City's financial strengths and weaknesses for its citizens, elected officials and management. The FTMS is based on a methodology developed by the International City/County Management Association (ICMA) in cooperation with the National Science Foundation (NSF) and is intended to analyze key financial indicator trends for a multi-year peried. The City bf Iowa City was fortunate to have undertaken early initiatives in preparing for FTM5 by way of our multi-year budget format, and we have adapted the work of ICM^ and NSF to our local situation. The financial conditions and trends of a city can be viewed in a number of ways. Viewed narrowly, financial condition can refer to the ability of a city to generate revenue to pay all of its expenses both in the short term and in the longer term, over a year or more. This would include the ability of a government to meet obligations which may not be apparent in the short run, including certain pension costs, payments for accrued employee leave, deferred maintenance and replacement of capital assets such as facilities and equipment. Viewed more broadly, financial condition can refer to the ability of a government to provide the level and quality of services required for the general health and welfare of the community. This broader view of financial condition may be defined in -1- terms of the City's ability to: maintain existing service levels; withstand local and regional economic disruptions; and meet the demands of natural growth, decline, and change. ^ determination of financial condition should provide a basis for answering questions such as: Can the City continue to pay for what it is presently doing? Is there anything left over for new programsT Are there reserves for emergencies? Is there sufficient financial flexibility to allow for the process of normal growth and change? A city government does not operate in a vacuum -- the economy, other governments, and the public all create situations that must be addressed by the local government. The ability of the city to analyze these situations and then become involved in an informed, effective fashion is the key benefit of having the FTMS available to us. As a management tool, it provides a history of where we have been to help chart a course for the future. The FTMS has provided a picture of the City's financial strengths and weaknesses. When presented to the City Council, the community, credit rating firms and City departments, we are better able to develop a better perspective of what constitutes our management and policy challenges. Overall, the FTMS has shown a healthy fiscal condition for the City of Iowa City. However, some negative trends are evident and must be monitored. The FTMS has indicated that fine tuning of many of our financial operations and policy decisions can be just as effective as complete revamping of procedures. The FTMS has enabled the City to look at itself as a private industry might examine itself. The theory is not new, but its application in the political environment of government appears to be not only a sound management initiative, but is also crucial to the ability of a government to deal with the complex issues it routinely faces. The FTMS is not a panacea or quick fix, but is a dynamic working document that can be of help to us as we look to our future policy challenges. As you review the FTMS, keep in mind how we might apply current budget proposal to the trends that have been identified. By application of the budget proposals we can determine whether they are in keeping with good fiscal management practices and whether our community has the wherewithal to satisfy the proposals. msr~FTMS.mmo -2- Revenue Indicators II Summary of Revenue Indicators Revenues represent the ability of a city to provide services for its citizens. Important issues to consider are growth, source, flexibility, and administration. The ideal scenario is to have revenue growth at a rate equal to or greater than the combined effects of inflation and expenditure pressures. They would be sufficiently flexible to respond to changing conditions. There would be a balance between the amount of revenues which grow with inflation and those that are relatively constant. The source of revenues would be diverse enough to prevent an over dependency on a single source of income. There would be a regular evaluation of fees to ensure they cover the cost of services to the extent desires by policy makers. i Positive Trend Revenues per Capita Restricted Revenues i Revenue Shortfalls Needs Monitoring Elastic Tax Revenues PropeW Tax Revenues per I Warning Trend Intergovernmental Revenues -4- Revenues per Capita in order for a municipality to maintain an expected level of service, the amount of revenues per capita should at least remain constant or be increasing. Under ideal conditions, revenue sources will grow at a rate equal to or greater than the combined effects of inflation and expenditure demands. When revenues per capita are decreasing, the assumption is the municipality will be unable to continue to provide the levels of service that have come to be expected unless them is a plan t° substantially reduce co~ or new revenue sources are found. City's Analysis of Trend Iowa City's revenue per capita has a positive growth trend over the past ten years. Except for 1987 there was constant and steady growth between 1985 and 1989. In 1990, revenues per capita declined and held steady in 1991. holding constant at the 1989 level. In 1992 there was a drematic increase in the amount of revenues collected per person due to a number of factors. The City received a one-time State grant in 1992 as well as an increase in the amount of Road Use Tax received. Additionally, there was an increase in miscellaneous revenue in the General Fund during 1992. The decrease in 1993's per capita can be explained by 1992's State grant and large miscellaneous income as well as a decrease in the Debt Service tax levy in 1993. Trend is Positive Revenues per capita have increased or held fairly constant over the past ten years. -5- Revenue per Capita in Constant Dollars $ (Constant) ................. $350 "-272 $284 $283 ~.' .. ~--.~ ~ ~ $1~ .- ' .~ '~ ,,.~ - ..... ~: , '- -~. -, · ; ".', :'. -" ..,;:' , ;.: :' ';' '~i;,, ~ ~ 87 ~ ~ Fis~l Year CHARTS2,XLS C.P.I. Opemltag Per Capita Percent Nat Base Revenues in In Change Fiscal Operating Period Constant Population Constant from Prior Year Revenues 1982-4 Dollars Estimates Dollars Year 1985 16,012,209 106.8 14,992,705 55,123 271,99 1.55% 1986 17,177,437 108,0 16,905,034 56,046 283,79 4.34% 1987 18,038,066 111.9 16,119,800 66,969 282,96 -0.29% 1988 20,242,293 116.1 17,436,222 67,892 301.17 6.44% 1989 22,268,722 121.5 18,328,166 68,816 311.62 3.47% 1990 23,212,476 127.4 18,220,154 69,738 305.00 -2,13% 1991 24,642,886 132.4 18,612,452 60,453 307.88 0.94% 1992 26,830,434 136.1 19,713,765 61,168 322.29 4.68% 1993 27,499,049 142,1 19,351,900 61,883 312.72 -2.97% 1994 28,898,777 146.4 19,739,601 62,600 316.33 0.84% Ten year average .......> ~ Formula: Net Operating Revenues {Constant $) I Population Consumer Price Index {CPI) comes from Economic Indicatom. Iowa Is In the West North Central Region. 1994 CPI is projected to increase by 3%. Population Is based on 1990 census. All other years are estimates based on 1990. -6- Restricted Revenues The restricted revenues that the City receives are associated with the Debt Service fund and the Trust and Agency fund to pay employee benefits in the General Fund, which includes property tax and interest income. Additionally, all components of the Road Use Tax Fund, a state tax on gasoline purchases, are restricted to repair, maintenance and construction projects related to meets. Restricted revenues are legally earmarked for a specific use. The City could choose to discontinue capital improvements projects if they wanted to avoid having restricted revenues for the debt service fund. But this would be detrimental to the City as issuing debt is one of the few ways that the City has to finance major street, stormwater, park repair projects, etc. When restricted revenues become a large portion of the City's total revenues, a certain amount of flexibility is lost in its service structure. City's Analysis of Trend Over the past ten years restricted revenues have been right around 40% of net operating revenues. There have been fluctuations both above and below this level, but restricted revenues appear to be holding fairly steady as a percentage of net operating revenues. Trend is Positive A stable percentage of restricted revenues to net operating revenues is very positive as this means restricted revenues are increasing each year. -7- I Restricted Revenues as a % of Net Operating Revenues % of Net Operating Revenues 50.0 ~.~1 1 ................ 41'.1 ......... '40:3 ....4,~:1. ~ ~ ~ 87 ~ 89 ~ 91 92 98 94 Fis~l Year Restrioted Revenue as Net % of Fiscal Resa'l~ted Operating Operating Year Revenues Revenues Revenues 1988 6,683,248 16,012,209 41.1% 1986 6,679,160 17,177,437 38.9% 1987 6,936,623 18,038,056 38.8% 1988 8,312,645 20,242,293 41.1% 1989 8,341,477 22,268,722 37.5% 1990 9,358,825 23,212,476 40.3% 1991 10,367,354 24,642,886 42.1% 1992 12,011,887 26,830,434 44.8% 1993 11,012,246 27,499,049 40.0% 1994 12,016,513 28,898,777 41.6% Formula: Restricted Revsnues I Net Operating Revenue -8- Intergovernmental Revenues Intergovernmental revenues are those revenues received from any other governmental entities. The City codld face difficult decisions if the intergovernmental revenues were either eliminated or withdrawn, such as whether to replace the revenues by raising taxes or eliminating services. New taxes are unlikely due to statutory restrictions on rates, tax base growth and/or voter requirements. The major concern with intergovernmental revenues is to make sure that the City is controlling the revenues, not the revenues controlling the City. Intergovernmental revenues include revenue from the University Fire Contract, Federal Revenue Sharing (ended in 1987), Road Use Tax (distributed on 1990 census and per capita rate), personal property replacement tax (started in 1988), State Municipal Assistance, Bank Franchise Tax and Milita~/credit and monies. City's Analysis of Trend In the first four years, 1985-1988, the trend was downward. The percent of intergovernmental revenues to net operating revenue decreased 7.3% over that time span. There was a large drop between 1986 and 1987 (4.5%) that is mainly attributable to the elimination of Federal Revenue Sharing. 1987 was the last year of the Federal Revenue Sharing program and is, therefore, responsible for the decrease between 1987 and 1988. Since 1988 the percentage has plateaued at about 18-20% with one significant change in 1992. In 1992, Road Use Tax Revenue increased by $709,000 as the new 1990 census figures were being used and the City received a $216,000, one- time grant for street paving. All other state aid decreased by $134,000. The increase in 1994 was due to increased revenues from the University Fire Contract and the Road Use Tax as well as FEMA assistance for the flood. Trend Needs Monitoring There is a positive trend for revenue from the University Fire Contract and Road Use Tax revenues. Revenues increased from $2,116,315 in 1985 to $4,286,517 in 1994. State Aid revenue is a negative trend. The City has been forced to become less reliant.on this revenue source. If you exclude the University Fire Contract, Road Use Tax revenue and one-time grants, all other State Aid is $8,000 less in 1994 ($1,133,411) than in 1988 ($1,141,003). This is a negative trend. -9- Intergovernment..al Revenue as a % of Net Operating Revenues % of Net Operating Revenue 30.0//~S.0 ............................................................ 25.0 ':'?~,:~~ ,..3 , ,9.7 ..........,~:~--- 50 .......... ~ ......................... ~ ~ ~ 87 ~ 89 ~ 91 92 93 94 Fiscal Year CHARTS2.XLS [ Inter- C.P.I. govemmantal Inter- Base Revenues In Net Fiscal governmental Period Constant Operating Year Revenues 1982-4 Dollars Revenues 1985 3,998,242 106.8 3,741,800 16,012,209 1986 4,080,089 108.0 3,777,860 17,177,437 1987 3,489,372 111.9 3,118,295 18,038,066 1988 3,~88,054 116.1 3,090,486 20,242,293 1989 4,098,166 121.5 3,372,968 22,268,722 1990 4,240,460 127.4 3,328,454 23,212,476 1991 4,471,835 132.4 3,377,519 24,642,886 1992 5,298,194 138.1 3,892,868 26,830,434 1993 6,088,345 142.1 3,580,820 27,499,849 1994 6,625,508 146.4 3,842,660 28,898,777 Formula: Intergovernmental Revenue I Grose Operating Revenues -10- Net Operating Revenuee In Constant Dallar~ 14,992,706 15,906,034 16,119,800 17,436,222 18o328,166 18,220,194 18,612,452 19,713,766 19,361,900 19,739,601 govemmantal % of Net Operating Constant Dollare 26.0% 23.8% 19.3% 17.7%. 19.4% 18,3% 18,1% 19.7% 18.5% 19.5% Elastic Tax Revenues Some revenues am tied directly to the economy as a whole, such as interest income, sales tax and income taxes. These types of revenues are known as elastic tax revenues. When interest rates are high, interest income will also be comparatively higher. When the City is faced with inflationary periods it is beneficial to have large amounts of elastic tax revenues because the inflationary increases boost the City's revenue yield in proportion to the pdce it must pay for goods and sewices. There should be a balance achieved between elastic and inelastic revenues to protect the City's financial interests. City's Analysis of Trend In the past ten years the percentage of elastic tax revenues to net operating revenues has held fairly constant. There was a slight increase in 1990, but as a whole there has been very little change. The average is only 1.8% of net operating revenues over the ten year period. The only elastic tax revenues that the City has is interest income. Therefore, it is understandable and expected that the amount of revenues has not fluctuated significantly because the amount of return on our investments is not proportionately large when compared to operating revenues. The City should look to expand their elastic tax revenues in order to reach the desired balance between elastic and inelastic revenues. In a period when many people feel that inflation is inevitable, the City should implement a plan to increase the amount of elastic revenues in order to increase revenue as expenditures for goods and services also increase. One possibility is a sales tax. There are few options for local government in that the State has reserved for itself major elastic revenue sources. Trend Should be Monitored Elastic revenues are very minimal. -11 - I' [ [ Elastic Revenue as a % of Net Operating Revenue % of Net Operating Revenue 3.0 ./ .......... 2.5 ' ." ............'~ ....,'~ ....;.;' ~"~'-'?~ ...................... · ~ ....... , ~-- .~., ~. __. ..... ..... · ............ z,u ~ 1~ ,,i',I;'l'/i'1%i'~ ,'., ':' .. ~ ,4 .... :I , :' ".:D .:ll~1~ .....v-... ~--"~ '" '' ~-~ .' ': ' [ ' ' ' '~I 1~ , ~ ~, , ., . .., E-~ ~ ~.s , I '. · ..,~ , , .[ , , ~i1:'~ . .~ ,. " ' .'It , , '" '.~ ' ". .' --~ · .=,...I..~, ....I,,,. ,I,,~ .I1:.1. ,I. ?~!i ' '. 'i' ',' 'I ~ .... .~. . i' i '1:' .11!'..,'.,I.'.:~ ' ~ · I , ~. , i .,. ~ ~ , ~ . , · '.1 ., II . .,I . .I.I,...' , I .',' .. · ~ OS , I '..I . [ ., "" I . ~''. .. ,-~/ ~ ~ 87 ~ ~ ~ 91 92 93 g4 RS~I Year Elaatlo Revenus Net % of Flssal Operating Operating Year Bastie Revenues Revenues Revenues 1986 2~9,967 16,012,209 1.73% 1986 231,098 17,177,437 1 1987 364,700 18,038,066 1.97% 1988 376,498 20,242,293 1.86% 1989 424,603 22,268,722 1.91% 1990 604,738 23,212,476 2.61% 1991 583,826 24,842,888 2.37% 1992 404,438 26,830,434 1.61% 1993 396,666 27,499,049 1.44% 1994 349,938 28,898,777 1.21% Formulu: Elastl,~ revenue I Gross operating revenue -12- CHARTS2,XLS Property Tax Revenues per Capita Property taxes make up the largest part of net operating income for the City. All funding that cannot be generated from state aid, license and fees, interest, or other local revenue sources must be attained by means of a property tax levy. The City faced a fiscal predicament because of the freeze placed on property taxes by the State of Iowa through fiscal year 1995. The general and transit levies cannot be increased during this time period except for new construction growth and an unusual need limited to a state defined inflation factor. A decline in property taxes normally is the result of one or more of the following factors: 1. Decline in property values as a result of deterioration or aging of the property. 2. Decline in population, 3. Outdated assessments- properties are reassessed every other year. City's Analysis of Trend The property taxes per capita increased dramatically from 1985 to 1988 and from 1989 to 1991 they declined each year. 1992 and 1993 saw slight increases with another decline in 1994. Property taxes per capita in constant dollars are less in 1994 than in 1988. The City has not, however, become overly reliant on the property taxes to fund its activities; however, some caution must be noted. In the past ten years the percentage of property tax revenues to net operating revenues has risen from 590/° to 61% with fluctuations up and down during the period. If services and expenditures continue to expand, and the ability to increase property taxes does not exist, the City will need to find other ways of generating revenues. The increases in property taxes per capita in the years 1988 and 1993 can be explained by increases in the Transit tax lew. In 1988, the Transit tax levy was increased from $0.36 per $1000 of property to $0.481 per $1000 and then to $0.54 per $1000 in 1989. In 1993 the levy increased from $0.54 per $1000 to $0.95 per $1000 of property value. Additionally, in 1993 voters approved a library levy of $0.27 per $1,000 of property value. Trend Should be Monitored With the continued dependency on property taxes to fund the City's operations and the property tax freeze starting in FY94, this trend should be monitored closely. -13- Property Tax Per Capita In Constant Dollars $200.0 $150.0 $100.0 $ (Constant) $250.0 .~ ......................................................... .' $189.7 $188.9 $185.2 $185.0 $187.8 $190.8 $187.4 · " $171 7 $17§.?/~""~)//':~'~ ~ ~ ~.,..,~--~. :/.,.,,"~ ~ 86 87 ~ 89 ~ 91 92 ~ 94 Fiscal Year Property C.P.I, Property Tax Tax Per Percent Base Revenues In Capita In Change Fiscal Prope~y Tax Pedod Constant Population Constant from Pdor Year Revenue 1982~t Dollars Estimates Dollars Year 1985 9,399,562 106.8 8,801,088 66,123 169.86 1.55% 1988 10,391,715 108.0 9,621,958 66,046 171,68 7.53% 1987 11,202,341 111.9 10,011,029 56,969 175.73 2.38% 1988 12,750,456 118.1 10,982,304 57,892 189.70 7.95% 1989 13,496,218 121.6 11,107,998 58,815 188.86 -0.44% 1990 14,090,982 127.4 11,060,425 59,738 185.15 -1.97% 1991 14,651,941 132.4 11,066,421 60,463 183.06 -1.13% 1992 15,834,662 136.1 11,487,621 81,188 187.80 2.69% 1993 16,778,204 '142.1 11,805,914 81,883 190.78 1.58% 1994 17,176,580 146.4 11,732,623 · 62,600 187.42 -1.76% Ten year avemge~> 181.98 Formula: Property tax revenue I ~.. P. I. = Constant Dollars Consumer Pdce index (CPI) comes from Ec~'nomle Indiaatom, Iowa is In the West North Central Region. 1994 CPI In projected to increase by 3%. Population Is based on 1990 census. All other years are estimates based on 1990. -14- Revenue Shortfalls A revenue shortfall occurs when budgeted revenues exceed actual revenues. Revenue shortfalls occur when either one or a combination of the following factors occur: 1. Declining economy. 2. A change in state or federal funding policies. 3. Inaccurate estimating techniques. When a revenue shortfall occurs the City usually uses the fund balance to offset the shortfall. Other options available are short-term borrowing or reductions in service. Short term borrowing has been avoided due to increased costs associated with borrowing for operation needs. City's Analysis of Trend The City of Iowa City has not experienced a revenue shortfall in the past ten years. The City uses a conservative approach when projecting revenues. Trend is Positive No revenue shortfalls have been experienced in the past ten years. -15- Revenue Shortfalls 85 86 87 88 89 gO 91 92 93 94 Fiscal Year Fiscal Budgeted Operating Revenue Year Revenues* Revenues** Shortfalls 1989 18,117,466 18,163,397 0 1986 19,037,004 19,117,704 0 1987 20,466,421 20,559,169 0 1988 22,509,644 23,217,012 0 1989 23,675,136 24,282,041 0 1990 26,088,520 26,396,326 0 1991 27,714,945 28,431,188 0 1992 30,289,011 31,070,124 0 1993 28,649,300 32,000,271 0 1994 33,579,708 34,333,142 0 Formula: Revenues Budgeted less Operating Revenues Budgeted Revenues taken from June month-end report of the fiscal year. ** Gross Operating Revenues = All revenues before adjustments - 16- tl .1 !l [.1 Expenditure Indicators - Summary of Expenditure Indicators Expenditures are a rough measure of services provided. it is necessary to analyze expenditures to make certain trends correspond with revenue trends as well as the community's tax base, ,Another area of concern when looking at expenditures is "fixed costs." Fixed costs take away the ability of the city to decide in what areas they would like to direct expenditures. As debt service, contractual agreements and other fixed costs increase as a percentage of expenditures, the City's flexibility decreases. An analysis of the City's expenditure profile will assist in identifying the following problems: Expenditure growth which is out of proportion with revenue growth. Possible declines in productivity. Unfavorable increases in fixed cost categories. Positive Trend I Expenditures per Capita Needs Monitoring Warning Trend Employees per Capita Fringe Benefits -18- Expenditures per Capita Expenditures per capita, adjusted for inflation, measure changes in expenditures relative to changes in population. An increase in expenditures per capita may indicate that service demands are exceeding the City's tax base growth. On the other hand, this may mean that additional services have been added or additional debt has been issued, creating a need for increased debt service. The increases which cannot be explained through identification of specific service additions may mean that the productivity of the work force is declining. City's Analysis of Trend The average percentage change from FY85 to FY90 was less than 2%. In 1992 the expenditures per capita increased by 5.6%. Ceneral Fund transfers increased by $1,280,000, This increase is related to a $1.3 million transfer for the Civic Center North Court building project. Debt service principal and interest payments increased by $319,000 and contractual services and commodities increased by $228,000 in that year. Personnel costs increased by $914,000 -- $174,000 from increases in employer provided health insurance costs and other fringe benefits. The balance is from adding six Police Department employees over two years and annual pay increases for all employees. FY93 showed no increase and FY94 had a decrease of 1.2%. Trend Should be Monitored Expenditures per capita in constant dollars for the last two fiscal years have increased at a lower rate than inflation, or decreased. This is a positive trend. 19- Expenditures per Capita in Constant Dollars $ (Constant) Fiscal Year C.P.I. Operating Expenditures Percent Base Expenditures Per Capita in Change Fiscal Operating Period In Constant Population Constant from Prior Year Expenditures 1982-4 Dollars Estimates Dollars Year 1985 15,982,473 106.8 14,964,862 58,123 271.48 3.88% 1986 17,269,380 108.0 18,990,167 86,046 285.30 5.09% 1987 17,461,369 111.9 16,604,432 56,969 273,91 -3.99% 1988 19,868,498 116.1 16,882,278 87,892 291.10 6.27% 1989 20,866,769 121.5 16,927,382 68,815 287.81 -1.13% 1990 21,834,226 127.4 16,902,846 69,738 282.95 -1.69% 1991 23,203,774 132.4 17,528,509 60,453 289.90 2.46% 1992 26,487,809 138.1 18,727,268 61,168 306.16 8.61% 1993 28,925,295 142.1 18,948,132 ' 61,883 306.19 0.01% 1994 27,724,060 146.4 18,937,200 62,600 302.51 -1.20% Ten year average ..... · 289.73 Formula: Operating Expenditures (Constant $] I Population Consumer Pdca Index (CPI} comes from Ecanomle Indicators, Iowa Is In Central Region. 1994 CPI Is praJested to increase by 3%. Population is census, All other years are estimates based on 1990. the West North based on 1990 - 20 - Employees per Capita Employee wages are a major part of the budget for the City. If the number of employees per capita is growing, it may be a sign that the expenditures are growing faster than the revenues generated by the City. It may also be a sign that the City operations are becoming too labor intensive or that employees are becoming less efficient. One important consideration is that some services may be expanded to areas in which the population does not correspond to the amount of labor, such as new landfill employees to meet many new federal or state operational requirements. City's Analysis of Trend From 1985 to 1989 the City experienced a trend of shrinking work force per 10OO citizens. In 1985 there were 8.2 employees per 1000 citizens and in 1989 the number had fallen to 7.6 employees per 1000 citizens. Starting in 1990, there has been a slight growth trend. The 1994 ratio was 8.3 employees per 1000 citizens. The growth between 1990 and 1991 was due to minor increases in many departments. The major increases were Library (2), Broadband Telecommunications (2), Landfill Operations (2.5), Police Department (2.8), and Refuse Collection Operations (4). Between 1991 and 1992 there were minor increases again. The largest of these were Streets System Maintenance (2), Landfill Operations (3), and Transit Operations (3.13). Between 1992 and 1993 the most significant increases were Refuse Collection Operations (4), Library (5.5), and the Police Department (7.5). -21 - Employees Per Capita Per 1000 Citizens CHARTSS.XLS //of Number of Employees Rscal Ctty Per 1000 Year Employees Populadon Citizens 1986 451.13 56,123 8.18 1986 458.62 66,046 8.18 1987 468.87 56,989 8.05 1988 448.47 57,892 7.75 1989 44~.72 68,816 7.60 1990 458.09 69,738 7.87 1991 476.34 60,453 7,88 1992 489.47 61,168 8.00 1993 511,34. 61,883 8.26 1994 817,09 82,600 8.28 Formula: (8 of EmployaaelPopulatien)*1000 Number of City employees etated as full-time equivalenta. Yakart from audlta and budget (94), -22- Fringe Benefits Fringe benefits are a significant portion of personnel cost. Included in fringe benefits are pension payments, health insurance, dental insurance, longevity pay, and social security payments which require immediate cash outlays. Items not included are vacation and sick leave. City's Analysis of Trend The City of Iowa City provides employees with certain benefits: insurance (health, dental, disability, and death), longevity pay, and retirement, Benefits are derived through collective bargaining agreements or, in the case of pension, through the requirements of the State. Fringe benefits as a percent of total salaries showed little fluctuation between 1985 to 1989. In 1990 the percent increased by 2.5%. In 1991 it increased by .9% and then decreased by .2% in 1992 and .1% in 1993. The total increase between 1989 and 1993 was 3.1%. The major factors influencing this increase were an increase in health care costs and an increase in longevity pay. The increase between 1993 and 1994 was due to increased health and dental insurance costs and increased contributions to the Public Safety Retirement Fund. This area will require monitoring in the future. Future bargaining and insurance costs could affect this indicator. Trend Should be Monitored These costs can be controlled through collective bargaining agreements, while insurance costs increase in accordance with market and experience factors and legislative changes by the State and Federal governments. -2:3. Fringe Benefits as a % of Personnel Costs % of Personnel Costs ~.. .............................. .2.8.2.. 27.1 .. 28.9... 28.8.. 27.1 ... 30.0 ·" 23.2 23.5 23.5 ............. ..' 2.~.2_~~ ,,,-"--~ T'T~ · .~.~?'.~-- ~. ;q~: ~ .~ . , , ,,. 20.0 ~ ~ ~ ¢ t ~:' '.::~ ,:-; ~' ~ ~' ' ~ ' · ~ I ' .~t-~'~' ~,-~ ~ I ! . },, · ;~'~ ;;:~ ~J~.~';~; ~ ,' ~ , i I ', I .,! , . II · ' '~:-~ ~:~.;~Y~- .~ I ' ~ ' I' . ' ~.~ ',. 15.0 :~-.,~,-~.?~.;-;~,~ .. .. I, ~ ~ . i~ '."1 . · II 10.0 .. ~ ~,~;~, . -: .... ~ · .~,..~{ t~ . ~.~-.[~,;~ . ,, , · I, I, 5,0 , ',s'~ ~.:; ;~ .. ~ ~ - · :¢.; ;~., ."~.' I, ~ ~ 87 ~ ~ ~ 91 92 93 94 Fis~l Y~r Fringe Benefits as a % of fi~oal Fringe 6alafie~ & Poreonnel Year Benefit,, Wages Cost~ 1985 1,547,260 6,981,742 22.2% 1986 1,899,696 7,337,446 23.2% 1987 1,788,129 7,624,969 23.8% 1988 1,848,428 7,873,269 23.6% 1989 2,025,026 8,560,916 23 #% 1990 2,281,668 8,709,370 26,2% 1991 2,634,204 9,343,700 27.1% 1992 2,708,314 10,083,615 26.9% 1993 2,904,734 10,841,733 26.8% 1994 3,211,239 11,833,116 27.1% Formula: FHnge benefits I Personnel costs - 24 - CHARTS1 .XLS Operating Position Indicators -25- Summary of Operating Position Indicators A city's operating position refers to its deficit or surplus position at the end of the year. This analysis will focus on three facets of operating position. The first, current year operating position, refers to the amount of surplus or deficit remaining after total revenues and total expenses for a given year have been compared. The second facet is that of unrestricted fund balance, which is the net increase or decrease in operating position of the given year plus the results of operations from prior years. The third facet of operating position is "liquidity." Liquidity is a ratio comparing how much cash and short-term investments are on hand with the amount of short-term obligations of the city. Positive fund balances are an important source of cash and short-term assets. Fund balances am important for several reasons. First, continuing deficits are a striking indicator of financial problems. However, there may be times when deficits may be planned over a period of time in order to reduce an excessively large fund balance. Finally, positive fund balances are the city's reserves. The reserves are necessary to even out cash flows, avoid short-term borrowing, and to be held for emergencies such as natural disasters, economic decline, or termination or reduction of funding sources. II Positive Trend I Wa n:.g Tre.d Fund Balances Liquidity - 26 - Fund Balances Fund balance is normally defined as the total accumulated surplus funds generated from operations. Fund balances are an important indicator of financial problems, Continued operating deficits can be an indicator of financial problems, Planned deficits can occur when fund balances need to be adjusted. Fund balances which are unappropriated and are not allocated to a reserve are referred to as unrestricted fund balances. These funds are the available operating reserves (working capital). The ability of the City to respond to financial emergencies such as storms or flooding, revenue shortfalls, severe unexpected increases in cost of goods and services, labor arbitration rulings and uninsured losses may be determined by the fund balance. Restricted fund balance is the total of the cash balances of the Debt Service fund, the Employee Benefits fund, the Road Use Tax fund, and the Federal Revenue Sharing (ended in 1987) fund. Additionally, there may be some cash from the General fund which may also be set aside for a specific purpose. These include several library accounts, parkland acquisition/development and fire vehicle replacement that are included in the General fund balances. City's Analysis of Trend The City of Iowa City has historically maintained unrestricted fund balances to provide working capital in the first quarter of the fiscal year. This is necessary because property tax revenue is not received until the second quarter of the fiscal year. The maintenance of the fund balance allows normalization of operations throughout the year. Failure to maintain an adequate fund balance could require reductions in service during the first quarter. During the past ten years the unrestricted fund balance has varied from a low of 6.2% in 1986 to a high of 22.8% in 1994. Trend is Positive Steady upward percentage growth from 1986 to 1991. 1992 decrease was the result of increases in restricted fund balance. There have been increases in 1993 and 1994. -27- II Unrestricted Cash Balances as a % of Net Operating Revenues % of Net Operating Revenue 22.8 2s.o ., ..................................:._:~ ...........¢~ ~ .. ............. · . .. . , <~:';~ .~,:~ .~ · .. ~-;~l~ '~ '; ~ ~ . ~,.~,..~-,~ ~ ~ ~ 87 ~ ~ ~ 91 92 93 g4 Fis~l Year Unres~'lcted Cash Balances (Restricted) as a % of Fieeel Total Cash Reserved Unrestricted Net Operadng Operating Year Fund Balances Balances Balances Revenue Revenues 1985 2,926,585 1,502,947 1,423,638 16,012,209 8.9% 1986 2,811,936 1,739,910 1,072,025 17,177,437 6.2% 1987 3,377,537 1,839,986 1,537,551 18,038,056 8.5% 1988 4,082,968 1,668,506 2,394,452 20,242,293 11.8% 1989 6,469,998 1,911,628 3,548,370 22,268,722 16.9% 1990 7,164,690 3,060,397 4,114,293 23,212,476 17.7% 1991 8,741,617 3,387,100 9,354,617 24,642,886 21.7% 1992 10,079,689 6,031,376 6,044,313 26,830,434 18.8% 1993 10,736,986 5,461,266 5,275,729 27,499,049 19.2% 1994 11,658,264 B,081,933 6,576,332 28,898,777 22.8% Formula: Unrestricted Cash Balances/Net Operating Revenues -28 - Liquidity The amount of cash on hand and short term investments compared to the amount of short term obligations is referred to'as liquidity. This ratio is comparable to a commercial entities "quick ratio"' which also includes accounts receivable. However, the City's accounts receivable are not usually collected as quickly as a commercial entity's and therefore is left out of the equation. If the ratio is less than one-to-one it is considered a negative factor and may force the municipality to use short- term borrowings to pay bills as they come about. City's Analysis of Trend The City experienced a fairly steady liquidity ratio from 1985 to 1988, hovering around the 2.5 to 3.0 range with a high of 3.8 in 1986 and a low of 2.1 in 1987. In 1989 the liquidity ratio increased dramatically from 2.8 to 9.0. This can be explained by noticing the severe drop in current liabilities at year end. The increases seen in 1992 and 1993 are for the most part due to increased investment by the Employee Benefit fund. The liquidity numbers for 1994 are not currently available. Current assets are comprised of cash on hand and investments. Current liabilities include accounts and contracts payable, accrued liabilities, due to other funds and governments, and matured debt. Trend is Positive The liquidity ratio has grown over the past three years. -29- I' Liquidity .I $ ('rhousands) $14,0/." ................................................ $'~,.2 ' ' $12.1 ' ' ' $12.o" ..-' "°°...-' · .................... , ' . I i... $8.0 .-' ~;':;.', ;~:~.~$~,.~,;~!:! . ." . ................. ~;~.:;¢ ~'; ~: ,'i~I:',i' ' $4.0 - .. .,' ...--i-:- ~..c,.. -;;; k,:.). ~'~ , ' · , , $o.o / / / / / / / / / / 85 86 87 88 89 90 91 92 g3 04 Fiscal Year Formula: Current Assets/Current Liabilities Total ~'otel FI8~I Current Cu~ent Year Assets U~llity Uquldlty 1985 2,139 888 2.41 1986 3,174 832 3.82 1987 4,220 2,013 2.10 1988 6,283 1,871 2.81 1989 6,376 706 9.03 1990 7,869 1,221 6.45 1991 8,490 1,867 5.42 1992 15,100 1,408 10,72 1993 16,417 1,268 12,18 1994 16,120 1,335 12.07 Formula: Curtent As~etal Current Liabilities (1,000's of dollars} - 30 - Debt Structure Indicators i! Summary of Debt Structure Indicators Most cities issue long-term debt to finance capital improvements. In order to finance construction projects, bonds are sold and are then normally repaid over a 10- to 25-year time frame. This functions not only to provide cash needed for construction, but it also creates a degree of equity in that the debt is paid over a long period of time. This, effectively, means that the facilities are being financed by all people who use them, not just the taxpayers at the time the facility is constructed. While debt can be very useful, it must be closely monitored. An adequate debt management policy requires that: 1) a city's debt be proportionate in size and growth to its tax base; 2) debt would not extend beyond the useful life of facilities financed; 3) debt proceeds would not be used to balance operating budgets; 4) repayment schedules would not constitute an excessive burden on operating expenditures; 5) debt would not be so high as to jeopardize the city's credit rating, Positive Trend Net Long-Term Debt Debt Service Overlapping Debt Needs Monitoring Warning Trend - 32 - Net Long-Term Debt Long-term debt is debt whereby the City has pledged its "full faith and credit," and a portion of the tax levy must be dedicated towards the retirement of that debt. This does not include revenue bonds, special assessment bonds, or bonds paid out of some other sinking fund. Debt issues are desirable for municipalities in that projects are funded by low interest cost funds (tax exempt) and are repaid over a period of years with a lower dollar value. 8y using bonds to finance projects a certain amount of equity is achieved in that the project is being paid off over time, while the facilities financed are being paid for by all of the citizens over that period of time, not just the individuals paying taxes at the time of the debt issuance. Debt management should be an integral part of capital improvements budgeting and long-range planning. The use of careful planning and the orderly execution of those plans is essential in meeting the future needs of the community. When debt is managed correctly, it can be a very useful tool for meeting our community's needs for capital assets. City's Analysis of Trend Cities in iowa have a State imposed restriction allowing long-term debt carried at any given time to not exceed 5% of the assessed valuation of property in the municipality. The City of Iowa City has a tradition of having extremely low long-term debt as a percentage of allowable debt. The range over the past ten years has been at a high of 28% in 1987 to a low of 14% in 1993. The trend has been constantly declining over the past 6 years since the high in 1987. The large increase in long- term debt in 1987 was for a municipal swimming pool at Mercer Park, renovation of City Park Pool, an East Side water storage tank, and for other 1987 capital improvements program projects. The !ncrease ih 1994 was due to a bond issue to support the upgrade of Rohret Road, to improve wastewater facilities and for a new water treatment facility to meet EPA standards, and for various parks projects. Trend is Positive Net-long term debt as a percentage of the allowable debt limit was declining between 1987 and 1993. The increase in 1994 was from the issuance of bonds totaling $7,370,000. :33 - Long Term Debt as a % of Allowable Debt Limit % of Allowable Debt Umit 28.1 .......... ~...25.9 ................................ ~o.o' ...-' ~:-. ' ~21.9· '" '~; :"~ 214 · .-~*---,· '~' ,, ''.210· · .' _ .... .~. -~',; ~ ~ ~... :~'-, o ....... .,~. ' ............................ ~'" 10.0 5.0 ~ ~ 87 ~ 89 ~ 91 92 93 94 Fis~l Year Percent Long-Term Change Debt as a % Net Direct from Prior Allowable Debt of the Flsual Long-Term Assessed Years Umlt (6% of Allowable · Year Debt Valuations Valuations Valuations) Limit 1986 10,730,000 1,249,038,135 7% 62,451,757 17.2% 1986 13,625.000 1,246,381,671 0% 62,319,084 21.9% 1987 18,110,000 1,291,185,431 4% 64,889,272 28.1% 1988 16,957,863 1,308,663,903 1% 66,432.696 25.9% 1989 14,490,000 1,380,338,603 6% 69,016,930 21.0% 1990 16,170,000 1,416,495,886 3% 70,824,794 21.4% 1991 14,985,000 1,554,754,169 10% 77,737,708 19.3% 1992 14,560,000 1,599,346,986 3% 79,967,349 18.2% 1993 12,650,000 1,798,475,573 12% 89,823,779 14.1% 1994 17,790,000 1,868,875,133 3% 92,943,757 19.1% Formula: Long.term Debt I Allowable limit Assessed valuations Is taken from audlteri yaar-end reports. - 34 - CHARTS3.XLS Debt Service Total debt service includes general obligation debt that can be repaid from the debt sen/ice property tax levy ~s well as abated from user fees (Water, Wastewater, special assessments, etc.). Net direct debt service is the amount of principal and interest that is repaid using only the debt sen/ice property tax levy. Debt sen/ice cannot be subjected to budget reductions and is, therefore, an inhibitor to the flexibility of a municipality's expenditures. Debt service must be tied to the municipality's ability to pay both in the present and the future. City's Analysis of Trend From 1985 until 1988 there was a steady growth in debt service with a high in 1988 of 1~,.5%. Since that time there has been a steady decrease in debt service coming to a low in 1994 of 7.7%. A credit industry benchmark is that if the debt service is greater than 20% of operating revenues there is a potential problem. Trend is Positive In the past 6 years debt service has steadily declined as a percentage of operating revenues. In 1994 it hit a low of 7.7%. Net Direct Debt Service as a % of Operating Revenue % of Operating Revenue ~ ~ 87 ~ ~ ~ 91 92 93 94 Fis~l Year Net Direst Debt Service ss Net e %of Rscal Nat Dlre=t Operating Opsrating Year Debt Sewice Revenues Revenues 1986 1,743,409 16,012,209 10,89% 1986 1,888,455 17,177,437 10.99% 1987 2,496,685 18,038,056 13.84% 1988 2,934,455 20,242,293 14.50% 1989 2,896,683 22,268,722 13.01% 1990 2,462,779 23,212,476 10.67% 1991 2,617,841 24,642,886 10.62% 1992 2,780,703 26,830,434 10.36% 1993 2,386,900 27,499,049 8.68% 1994 2,224,668 28,898,777 7.70% Formula: Net Direst Debt Service I Operating Revenues -36- CHARTS3.XLS Overlapping Debt Overlapping debt is the net direct debt of another local governmental unit that is issued against the tax base of property which falls within a city's corporate limits. Some examples of overlapping debt are the school district and the county government. Overlapping debt measures the ability of the property owners to pay all of their taxes, not just those levied by the City. Analysis of Trend The City of Iowa City has had negligible amounts of overlapping debt in the past ten years. In 1995, overlapping debt was at 0.6% of the allowable debt limit. In the three years following, the overlapping debt steadily fell, eventually reaching zero percent of the allowable debt limit. The Iowa City School District issued $7.375 million of general obligation bonds in FY94. The City's portion is approximately 71% of the outstanding debt. Trend is Positive Overlapping debt has been insignificant in the past nine years. Even with the Iowa City School District bond issue, the City's share is 5.62%. This percentage will decrease as the bonds are paid off and assessed value increases. -37- l_ ! l Overlapping Debt as a % of the Allowable Limit % of Allowable Umit  5.6 6,0 ..................................................... ' '-~- ' ' 5.0 ,.,, ...................................... : ..o " .... 3o-' ..' 2.0" .." ..................................................... · ' o.~ ." ~.o' ~-~ ~/o.o/o,o /o.o/o.o/o,o/o.o.~:/ o.o .... ~ ~ 87 ~ ~ ~ 91 ~ 93 94 Hscal Year Overlapping Allowable Debt as a % Debt Umit of the Fiscal Overlapping (6% of Allowable Year Debt Assessed Valuations Valuations} Umtt 1985 346,740 $ 1,249,035,135 62,451,757 0.56% 1986 233,360 $ 1,246,381,671 62,319,084 0.37% 1987 177,320 $ 1,291,185,431 64,669,272 0.27% 1988 644 $ 1,308,663,903 65,432,695 0.00% 1989 1,313 $ 1,380,338,603 69,016,930 0.00% 1990 1,273 9 1,416,4,96,886 70,824,794 0.00% 1991 1,073 $ 1,554,794,159 77,737,709 0.00% 1992 1,326 $ 1,699,346,986 79,967,349 0.00% 1993 1,104 9 1,796,475,673 89,823,779 0.00% 1994 6,222,860 $ 1,858,876,133 92,943,797 6.62% Formula: Ovedapping debt I Allowable debt limit -38- CHARTS3.XLS Community Needs and Resource Indicators ~ :39 - Summary of Community Needs and Resource Indicators Many factors contribute to a community's wealth, size, growth potential, and overall economic environment. There is an inter-relationship between many of the community's needs and resources. When there is a significant change in one, the ripple effect is felt in many of the other indicators as well. If, for instance, the unemployment rate were to increase and the population began to decrease as the employable population migrated to other communities, the median age of the city would increase and median income would decrease. Local source govemmental revenues are dependent upon these economic factors within the community. Adequate per capita income and stable business activity are essential to insure a sound tax base. An analysis of the local economic and demographic trends is necessary to determine if: 1. There has been a decline in the overall community tax base. 2. There is a growing need for a shift in service priorities to better fit the community. ! Positive Trend PropeW Value I "~J~emPloyment Rate Needs Monitoring I :' 0~elopment I Warning Trend -40 - Population Population has a direct impact on the economic well being of a municipality. Some state and most federal aid is distributed using formulas with population being one of the components. ^ sudden surge in population can cause temporary problems for a community and create more demand for services. If this population growth is supported by additional tax base and jobs, the additional service costs should only have a minimal effect on the tax rate over a period of years. A decline in population often leaves the municipality unable to reduce services in proportion. Many of the City's costs are fixed, benefits and debt service, and cannot be reduced in a short period of time. Analysis of Trend Population has consistently grown over the past ten years. Much of the increased service costs have been paid for by the increased tax base. Trend is Positive Population has grown steadily over the past ten years. Population Population (Thousands) 70.0 ."' t$.1 56.0 57.0 ' 60.0 ' .~., ,. 'J I III..'":'~H! , . ,..,.. . I ~.o I , I! ., · , ., ~ ''1. . .I,'" '1 a. ,"1 · ~ [ · I', · '~ ' ' ' ~' i ' "', · l. , ,.. ~ ' i ! '~ ' ' ' · I " '~ I, ' ",1'.'!' ~,0 I I " · ' ,'; i'~ , ; '. ' , h I I .... ' II ,] ''! , I ; . 20,0 ",[ ' ' ' II ' ' i" ~1 I '11. ;,' '1', [ ' .1[ 10.0'"~L!,!i,h,,I'I,': ''"' ' o.o/- 85 8~ 87 88 89 90 91 92 g3 94 Fiscal Year CHARTS5,XLS Rsr, al Year Population 1986 66,123 1986 66,046 1987 66,969 1986 67,892 1989 68,818 1990 69,738 1991 60,493 1992 61,168 1993 61,883 1994 62,600 1990 figure Is census, All future numbers are estimates based on 1990. -42 - Property Value Property value is an indication of a community's wealth, as well as a demonstration of ability to pay. Although a major-portion of a municipality's revenues do not come directly from a property tax levy based upon the property value, it is still the most important revenue because it can be used to balance the budget. Many other revenues are set by other governmental units and they may not change with the needs of the community. Property values are updated and reviewed frequently and provide a sound base to determine what amount to levy to fulfill the needs of the community. If this revenue base is declining, it is likely that other wealth and income statistics for the community are also declining such as income per capita, business activity, etc. City's Analysis of Trend The decrease in property value between 1985 and 1986 is due to the exemption of personal property from taxes. If personal property had not been eliminated from 198.5, there would have been a 2.15% increase in property value between 1985 and 1986. Therefore, there was not a real decrease in property value, but there was a change in what was included-in the total. The decrease seen between 1987 and 1988 is due to a substantial reduction in agriculture land and structures valuation. This reduction was the result of an equalization adjustment of -15% that took place in November of 1987. Additionally, the decrease in 1990 was also due to an agriculture write down of 13%. When these items are taken into consideration, the trend becomes easier to analyze. While there have been some decreases in property value over the past ten years, they have been minor and mainly due to a reduction in value of agriculture property. Over the past three years the City has experienced growth in property value. Trend is Positive The City has experienced growth in property value the last four years. -43- Property Value Change as a % of Total Market Value % of Total Market Value 2.0 '~ ~'~ .///,/ 4O 85 86 87 88 Fiscal Year CHARTS5.XLS C.P.h Base Total Proparty Change Change as a Fiscal Total Property Market Period Market Values in from Prior % of Total Year Values 1982-4 Constant Dollars Year Market Value 1985 1,249,035,136 108.8 11,695,086 396,676 3.51% 1986 1,246,381,671 108.0 11,540,571 (154,518! -1.32% 1987 1,291,185,431 111.9 11,638,744 {1,827) -0.02% 1988 1,308,853,903 116.1 11,271,782 (286,982) -2.31% 1989 1,380,338,603 121.5 11,360,812 89,029 0.79% 1990 1,416,495,886 127.4 11,118,492 (242,320) -2.13% 1991 1,554,754,159 132.4 11,742,866 824,384 6.62% 1992 1,599,346,986 138.1 11,751,264 8,407 0.07% 1993 1,796,475,573 142.1 12,642,333 891,070 7.58% 1994 1,858,875,133 146.4 12,697,236 54,901 0.43% Formula: Change in Property Value (Constant Dollars)/Property Value Prior Year (Constant Dollars) C.P.I. Index comes from Economic Indicators and Iowa is a member of theWest North Central region. Unemployment Rate Unemployment rate is a very good indicator of business activity in a community and may also be a forewaming to possible revenue problems for a city. A higher unemployment rate leads to less income to be spent by the citizens within the businesses of the community. If the overall business activity of the city is on the decline, the city may face a revenue shortage in upcoming years. City's Analysis of Trend Unemployment in Iowa City has remained very low through the past ten years in comparison to the state and the nation as a whole. The high was in 1985 at 3.4% and reached a low of 1.6% in 1989. The latest figures for 1994 show the average unemployment rate in Iowa City at 2.7%. These figures should be used with caution for official use because they are not published numbers from Job Services, but are their estimates for Iowa City. They do, however, serve our purpose because they provide a basis for comparison over time. Trend ts Positive Iowa City's unemployment rate has remained fairly constant over the past ten years. o 45 - U- Rate of Unemployment Percent Unemployed · ;, ·',!;~ J' ,lJl., ' ~' ·I I' .' ,, ' · ~ ~ , . '1, J, . , : 10 · ~ · I ~ , , I · ,, , . ! ~. '!,,, ' 85 86 87 88 89 90 91 92 93 94 Fiscal Year R$oal Rate of Year Unemployment 1985 3.40 1988 2,90 1987 2.20 1988 2.00 1989 1.80 1990 3.10 1991 3.00 1992 3.30 1993 2.80 1994 2.70 Rguma come from Job Setvice of Iowa for Iowa City, 1994le for the first half of the year. -46- CHARTSS.XLS Residential Development Residential developments normally have more demands for governmental services than either industrial or commercial developments. Normally, it is undesirable to have residential growth increasing faster than commercial and industrial growth. An old planning adage is that residential development creates expenditure drains, industrial development creates' revenue surpluses, and commercial development pays for itself. An exception to this general rule is a high density neighborhood of middle-age upper income families whose children have left home and they look to the city for few services. New homes in developing areas require more investment by the city than new homes in already established neighborhoods. The extent to which a new residential development affects the financial condition of a city is dependant upon the city's economy, tax structure, and expenditure profile. City's Analysis of Trend Residential property market value as a percentage of total property market value has steadily grown over the past ten years with minor dips in 1987 and 1992, There were 372 new homes figured in the 1994 assessment, The lowest value was 57.7% in 1987 and the highest is the current figure, 61.1%. The residential growth is not a bad thing by itself, but when it is growing at a faster rate than either industrial or commercial land values, this creates an expenditure drain on the community, Trend Needs Monitoring With the constant growth of residential property value as a percentage of total property market value, these areas may cause a revenue crunch for the City if current service standards are to be kept. -47- Residential Development as a % of Total Market Value % of Total Market Value 60.0 50.0 40.0 30.0 20.0 10.0 0.0 Fiscal Year CHARTS§.XLS Residential as Fiscal. Residential Property Total Property a % of Total Year Market Values Market Values Market Value 1985 724,508,730 1,249,035,135 68.01 1986 734,394,588 1,248o38'~,671 58.92% 1987 745,381,080 1,291,185,431 57.73% 1988 758,164,620 1,308,653,903 57.93% 1989 808,471,670 1,380,338,603 58.67% 1990 830,877,911 1,416,498,888 58.66% 1991 924-,095,521 1,554.,754,159 59.44% 1992 948,360,790 1,599,346,986 59.30% 1993 1,089,924,¢70 1,796,475,573 60.67% 1994 1,135,371,920 1,858,875,133 61 Formula: Realdenfial Market Value/Total Market Value Total property value Is taken from financial ss~tton of ~ho yesr- end financial reports. Residential property value I$ frore City Assessor. - 48 - City of Iowa City MEMORANDUM DATE: TO: FROM: RE: December 30, 1994 City Council City Manager Material in Information Packet Memoranda from the City Manager: a. 1994 b. Xerox Anti-Trust Suit Settlement c. Machinery and Equipment Property Tax Exemption Copy of letter from the City Manager to the Convention and Visitors Bureau regarding grants to community agencies and event sponsors. Notice from the Assistant City Manager to TCI invoking additional 90 days to review the rate submission. A~enda for the January 3, 1995, meeting of the Council on Di~bility Rights and Education. Memoranda from the City Attorney: a. Cliff Apartments and "Pigeon Coop Problem" ~ b. Successful Rulings and New Cases/Appeals c. Interim Assignment of REsponsibilities in the City Attorney's office d. Interim Assigned Areas of REsponsibility for Police and H&IS ~ e. Use of Chapter 419, Code of Iowa "Conduit Financing" ~Q Memoranda from the Department of Planning and Community Development: a. Tree Preservation b. Greenview Manufactured Housing Park Copies of letters received by the Neighborhood Services Coordinator regardin~2, stop signs. Memorandum from the Solid Waste Management Planner regarding outdoor billboa~ advertising promoting recycling. Memoranda from the City Clerk: a. Meeting schedule for 1995 b. Council Work Session of December 19 Memorandum from the Police Chief regarding police pursuit. Agenda for the January 3, 1995, meeting of the Council Rules Committee Copy of letter to Mayor Horowitz from the F.A.A. regarding airport master plan update. Copy of letter from the Iowa Division of the United Nations Association. C~ty Council Decembe~ 30, 1994 Page 2 Article: £nticfng the Colossus Agendas for the December 22, December 2?, December 29, and danuary 3 meetlngs of the Johnson County Board of Supervisors. I01 TO COUNCIL ONLY: Memoranda from the City Manager: a. Water Project - University b. Public Housing Authority - Reserve Position Agenda. for 1/3/94 Informal meeting of the Board of Supervisors. Copy of the Citizens Summary 1996-g8 Proposed Finanacial Plan (Budget) IO5 City of Iowa City MEMORANDUM Date: December 27, 1994 To: City Council From: City Manager Re: 1994 The following represents an overview of City Council legislative initiatives and related activities for 1994. This does not include all such activity but hopefully represents a summary of major work undertaken. In January, the City Council conducted a public hearing on the plans and specifications for a number of sewer projects. This project involved the reconstruction of storm sewer and enlargement of existing sanitary sewers for several neighborhoods. This work was done in order to alleviate sanitary sewer backups at these sites. This project involved sewer work in the Pine, Kineton, and Sunset neighborhoods. Carried over into 1994 were the redevelopment issues associated with the Towncrest/Eagle grocery store project at the comer of Muscatine and First Avenue. Following several hearings, the rezoning was approved and set into motion efforts to work with Towncrest Mobile Home residents for relocation. This effort was somewhat unusual in that the City, through the Department of Planning and Community Development staff, was directly involved in addressing the rslocation needs of the citizens of the mobile home park. Improvements to the intersection of First and Muscatine are anticipated at a later date. The Planning and Zoning Commisaion recommended and Council approved changes to the City's Zoning Ordinance to allow unllcensed, but state-regulated supen/ised housing for persons with disabilities in all residential zones. This effort had been undertaken to provide for what was called "community supervised apartment living arrangements" by redefining the family care facility and family home components of the Zoning Ordinance. 2 The Zoning Ordinance was amended in order to provide restrictions in the RNC-12, Neighborhood Conservation Residential zone, to affirm a single-family residential character in our older neighborhoods, regulated by the RNC-12 zone. The Council conducted many discussions concerning the private application of pesticides and other regulation of pesticides. Dudng the course of the year the state legislature approved new laws that preempts cities from such improvements. The City Council executed an agreement between the Iowa DOT and the City for the Rohret Road pedestrian bridge project. The agreeme. nt provides 80% federal and 20% City funding for a maximum of $481,000 in federal assistance. The project involved building two free-standing pedestrian overpass bridges on Rohret Road adjacent to the existing overpass of U.S. 218. The total project was part of the overall Rohret Road reconstruction project ($2,100,000) with the first phase, near the new Irving Weber School, completed in 1994. The second phase and the pedestrian bridges are to be completed during 1995. The City Council approved a $31,500 contract for the construction of the Riverside Drive river corridor trail. The project consisted of construction of a six foot wide sidewalk on the east side of Riverside Drive between Iowa Avenue and Burlington for the purpose of providing pedestrian access. Contracts for destgn of the Iowa River corridor trail from Burlington Street to Highway 6 were also approved, The City Council awarded contracts for the construction and development of the new Whispering Meadows wetland park. This was a significant new undertaking for the City in park design. It fulfilled many requirements associated with stormwater management, wetlands, recreational opportunities, natural resoume education, etc. The Council approved issuance of $7.3 million in general obligation bonds. The projects included Rohret Road ($2.1 million); a number of wastewater distribution projects which included Westside trunk~ Pine, Kineton, Sunset Street ($795,000); wastewater EPA compliance for design work ($1.555 million); new water treatment facility design ($1.5 million); wetland park development ($190,000); curb ramp improvements for ADA 3 compliance ($50,000); regional stormwater detention ($705;000) and $425,000 to reimburse for the cost of the Robert A. Lee Recreation Center roof and floor renovation. 10. A contract for $80,000 was awarded for repair and reconstruction projects at the Senior Center. Roof and skylight work, as well as repair and restoration of extedor stonework, brick facade and windows were in the total project cost. 11. Numerous meetings with residents and students of the City High area were undertaken to address concerns over parking restrictions. Changes in parking restrictions in and around City High were approved and the School District choose to construct new parking facilities. 12. A contract between the City and BRW Inc. to perform an environmental assessment and analyze altematives on the Melrose Avenue street and bridge reconstruction projects was approved. The City was required by the Iowa DOT to conduct an environmental assessment. The total cost of the assessment was $100,000. 13. The City Council approved a number of employee labor contracts with a three-year agreement with the City's police officers and a two-year contractual agreement with those employees represented by AFSCME. 14. A remodeling/reconstruction project at the Civic Center to increase the men's and women's locker rooms In our Police Department was approved. A larger, more secure evidence storage area, improved ventilation and cooling was also included. The project cost $190,000. 15. 16. The landfill requires daily cover as well as final cover soil. A 40 acre parcel of land near the City landfill was available for sale. The pamel will provide soil from excavations to satisfy long term daily cover and final cover needs. The City will not need to purchase soil off-site at a far greater cost. It is estimated that 400,000 cubic yards of soil may be available from this property. An agreement with Shive-Hattery Engineers and Architects was approved to provide andfill engineering consultant services necessary to beg~n utilizing the western portion of 4 the currently landfill site. The work would include prslimina~j cell configuration, leachate collection and pumping facilities, new cell construction, and an upgrading of the hydrogeologic monitoring system. The totai cost of the engineering consultant work is $285,000. 17. The Depaii,,ent of Parking and Transit initiated a plan several years ago for a schedule of maintenance and repair work at the City's parking ramps. A contract was approved for structural repair and preventative maintenance work at the Capitol Street and Dubuque Street parking ramps. The work was done in phases in order to allow the ramps to remain open at all times and the cost of the construction was $200,000. 18. 19. 20. Following two years of review, updating, and reformatting, City Code of the City of Iowa City was approved. The City Council approved the detachment (deannexation) of 95 acres of land in northwest Iowa City. The land and necessary utilities would be served by the City of Coralville, The City Council approved the detachment with the approval of the property owners and the Coralville City Council, The Historic Preservation Commission recommended, and City Cpuncil approved, applicafion for a number of historic preservation grants. Grants include a professional survey and evaluation of historic resoumee in the city's older neighborhoods as identified by the Historic Preservation Plan. 21. The City Council approved construction of the new Maiden Lane pedestrian bridge as a component of the Maiden Lane improvement project. The bridge, a 64' by 8' precast concrete bridge, spans Ralston Creek between Court Street and Prentiss. The cost of the project was $86,000. 24 The City Council appointed a Charter Review Commission in accordance with the City Charter. The nine-member Commission will review and recommend on proposed amendments to the charter. 23. 5 The state Department of Economic Development again awarded Iowa City a number of emergency shelter grants in the amount of $56,000. These funds help support shelter services at the Domestic Violence Intervention Project, Emergency Housing Project, and Youth Homes. This represents a substantial increase over the previous year grant award. 24. During 1994 the City was awarded supplemental CDBG funding of approximately $1.3 million from the federal Department of Housing and Urban Development. These monies are to be utilized to assist families of low and moderate income who suffered through the 1993 flood. 25. Following extensive discussions with Johnson County and with significant citizen interest, the City chose to annex the intersection of Mormon Trek and Highway 1 in order to provide for installation of a traffic signal. The signal and intersection improvements cost $120,000. This intersection, originally in the County, was annexed in order to proceed with these improvements. 26. The Iowa City Housing Authority was awarded $900,000 in federal grant monies for the purchase of ten three-bedroom, single-family dwelling units. This was the second such grant. These homes will be within the corporate limits of Iowa City and is a cohttnuation of the City's expansion of its housing assistance program and the ownership of public housing units. 27. The Department of Parking and Transit programmed the replacement of three transit buses for 1994. The purchase was part of a statewide Federal Transit Administration grant application. With grant approval of $634,000 the City awarded through competitive bid to the Gillig Corporation. The City of Coralville participated in the bidding with the purchase of two buses. The program provides for an 83% federal and 17% local match for bus purchases. 28. The Council approved the purchase of twelve new weather alert sirens and the upgrading of five existing weather alert siren in the city. This will provide the city with the most recent technology and offer new communication capabilities with respect to informing our citizens of the potential for severe weather. The cost of the project was $231,000. 29. 6 The Division of Engineering designed a sidewalk and curb ramp reconstruction program to accommodate lhe new requirements of the Americans with Disabilities Act. The City is set upon a policy of significant increases in the expenditures for curb ramps. 30. In order to determine the feasibility of redevelopment of the Public Works maintenance site, a contract with Terrecon Environmental Inc. to provide an environmental site assessment was initiated. The site of the public works building and transit facility is on an old landfill and, therefore, pdor to proceeding with any type of redevelopment, a detail of environmental issues needed to be identified: 31. 32. 33. The City and youth soccer organizations joined to cooperatively construct nine new soccer fields on the Iowa City south wastewater treatment facility site. This involved the regmding of land and, in conjunction with work necessary to preepare for the new wastewater pipeline, a shared project was initiated. The total grading project cost was $500,000 with the Iowa City Kickers providing $100,000 of their own funds to assist in this new recreational development. A landfill cell construction project was initiated. This new cell was designed to meet all state and federal regulations by incorporating a liner and leachate collection system. The cost of the new cell is $880,000, The Human Rights Commission, after many years of work, proposed and the City Council adopted a new Human Rights Ordinance. 34. The City Council initiated a new student citizenship award program in 1994. This is a program whereby the City Council, on a monthly basis, will honor students from our elementary schools who have demonstrated their involvement in school activities as well as their general good citizenship. The students are selected by each school and receive the award from the City Council. 35. The Library has continued its work in planning on an expansion and renovation project. The building program as proposed by the Library Board has been approved and an architect and construction management firms are being considered. In order to provide for more detailed schematic design and complete cost estimates prior to proceeding to 7 public reierendum, the Library received a supplemental appropriation of $50,000 from the City Council. 36. The. City was again awarded by the Government Finance Officere Association, for the ninth consecutive year, its highest form of recognition in government accounting. The award is presented for the preparation of the City's annual Comprehensive Annual Financial Report. 37. During 1994 the Council adopted a policy whereby they would utilize stop signs in selected residential neighborhoods in order to reduce the cut-through traffic that has often plagued many of our residential areas. The stop sign policy was initiated in order to experiment and determine whether, in fact, this would be a useful tool in traffic control in residential areas. 38. The City Council authorizod funding for repairs at the airport terminal building and United hangar building. These repairs, upon recommendation by the Airport Commission, amounted to $70,000 in improvements. This is early steps in the general renovation work at the City Airport. 39. The Council approved plans and specifications for installation of rip rap and/or vegetative cover along the Iowa River. Areas identified were adjacent to Crandic Park, City Park, Terrell Mill Park, Rocky Shore Drive, and North Dubuque Street and were the result of the damage caused by the flood of 1993. The project will be substantially funded by the Soil Conservation Service and the Federal Emergency Management Agency. Each city had a small share in the total project cost but Iowa City will assume administrative responsibili- ty for the project construction. 40. The Council approved increases in water and wastewater rates, in order to begin accumulation of funding to assist in financing the proposed water and wastewater projects. Further adjustments will be necessary to finance these major improvements. APPOINTMENTS MADE TO BOARDS/CO~ISSIONS DURING 1994 Board/CmmmJssion Airport Con~nission Airport Zoning Board of Adjustment Animal Control Advisory Board Assessor's Examining Board Board of Adjustment Board of Appeals Board of Appeals Board of Library Trustees Board of Review Broadband Telecommunications Commission Broadband Telecommunications Commission Civil Service Commission Committee on Community Needs Committee on Community Needs Committee on Community Needs Design Review Committee Design Review Committee Design Review Committee Design Review Committee Design Review Committee Housing Commission Housing Commission Housing Commission Human Rights Commission Human Right~ Commission Human Rights Commission Mayor's Youth Employment Board Mayor's Youth Employment Board Parks and Recreation Commission Parks and Recreation Commission Parks and Recreation Commission Project GREEN Trustees Riverfront and Natural Areas Commission Riverfront and Natural Areas Comisston Riverfront and Natural Areas Commission Riverfront and Natural Areas Commission Senior Center Commission Senior Center Commission Senior Center Commission Pat Foster (reappointment) Catherine Johnson (reappointment) Dennis Cowles John McDonald Susan L. Bender Robert Carlson {reappointment) C. Wayne Maas Margaret A. Cox Jack ~anaush (reappointment) Tim F~ner {reappointment) Eric Rothenbuhler Susan Dulek Christina Randall Gretchen Schmuch John R. Falb Larry Quigley Nancy Footnet Gilda Six (reappointment) Karyl Larson Ruth Fox Jayne Sandlet Charles Eastham (reappointment} Elizabeth Swenson Joan Jehle Sara E. Mehlin {reappointment) Pamela Dautremont {reappointment) Natalie Cronk Kristin McFarland Rex Pruess Karen "Dee" Vanderhoef Judith Klink Joyce Leff (reappointment} Jim Pugh {reappointment) Catherine Pugh Cotthey Daniels Jessica Neary Walter F. Shelton Robert L. Kemp Terri Miller Approved appointments to Boards/Commissions as recommended by Johnson County Board of Supervisors: Riverfront and Natural Areas Comission Nancy F. English City of Iowa City MEMORANDUM Date: To: From: Re: December 28, 1994 City Council City Manager Xerox Anti-Trust Suit Settlement Our Department of Finance, specifically the Division of Purchasing recently received $4,195 as a result of a $225 Million dollar Xerox anti-trust lawsuit settlement. The City Attorney's office filed a year ago, on behalf of the City, for a portion of the settlement since our Pdnt Shop equipment met the filing guidelines. The lawsuit concerned a vadety of Xerox practices allegedly designed to suppress competition for sales and sen/ice of Xerox high- volume pdntere and copiers, and overcharges resulting from the alleged anti-competitive conduct. The settlement comes in the form of transferable certificates, not cash. The certificates can be used for new equipment, parts and supplies purchased from Xerox. Purchasing has funds in the FY95 budget to replace the Pdnt Shop color copier. The Xerox Color Copier reflects the best unit of those evaluated. Pumhasing has proposed using the ~,195 settlement and Xerox will match the amount as a promotional incentive; total of $8,390 to buy the color copier. Total discounts with settlement, incentives and trade-in of current unit equals $11,890. Xerox 5765 copier (government contract) Credit for settlement/incentives and trade-in current unit Net Cost $31,750 -11,890 $19,860 Recently the color quality was demonstrated on the blue cover of the Proposed FY96 Budget document, "Financial Trends Monitoring System" printed on a Xerox trial unit. The copier enhances report quality and complements the graphics capabilities of the Document Sen/ices Division. CC: vc~xemx Linda N. Woito, City Attorney City of Iowa City MEMORANDUM Date: December 29, 1994 To: City Council From: City Manager Re: Machinery & Equipment Property Tax Exemption At the time of preparation of the FY96-98 Financial Plan we were operating under the assumption that the state would eliminate machinery and equipment property taxes by way of a ten-year phase out and a similar declining reimbursement. We have now learned it appears that the Governor's office will propose a six-year phase out of machinery and equipment property taxes. We had estimated in our budget balancing a $100,000 loss in general fund revenues during the three.year plan. If the Governor's proposal is adopted, that number will now grow to approximate- ly $180,000 in lost revenue. The bottom line is the current budget plan could be $80,000 short. Apparently the state will rely on anticipated taxable valuation growth in other classes of property. to make up for losses not reimbursed. The reimbursement monies must be approved by the legislature and is not now guaranteed. It seems the state continues to suggest that with growth of value in other claeses of property it will make up for any loss suffered by local governments. I simply cannot see how this can happen without a major change in the state's property tax laws, The state's estimates of growth will not be realized without the state legislature acting to eliminate the existing taxable value restrictions (4% annually) and apparently no one has suggested the state legislature change this existing law. We will simply have to wait and see, 410 December 20, 1994 Wendy Ford Convention & Visitors Bureau 408 First Ave. Coralville, IA 52241 CITY 0£ I0 WA CITY Dear Wendy: I was recently informed of the decision by the CVB to change a long-standing policy of providing grants to various community agencies and other event sponsors. As I understand, the CVB will no longer be providing direct funding to such event sponsors as the Iowa Arts Festival, Jazz Festival, and the Johnson County Museum. This policy change on the part of the CVB has a bearing on the operations of the City of !owe City and therefore will have certain budget implications. I wanted to, by way of this letter, alert you early to a recommendation I intend to make in my upcoming budget proposals. I have consulted with Mayor Susan Horowitz to advise her of this recommendation. Basically, I will suggest to the City Council that the 25% contribution of hotel/motel tax revenues to the CVB be reduced to 20%, thereby making available to the City Council $20,000 in revenues. These revenues will be specifically earmarked to assist in the funding of the agencies to which the CVB will no longer provide grants or other direct aid. This policy proposai will be incorporated into the 1995-96 financial plan and I would assume will be dealt with by the Council during their budget review in January. As I am sure you can appreciate, because the CVB's policy is not to fund these agencies, they are now turning to the City for financial assistance. With the severe limitations on property tax and other related revenues, I feel that the hotel/motel tax can be a means to fund these organizations as they have in the past. While the general mission of the CVB is to promote convention and visitors' traffic and related economic activities, grants to various agencies that cause the economic activity which generates the hotel/motel tax would seem to be appropriate. We would appreciate an indication of what led to the Board's new policy, and if there is the potential for reversal. Sincerely, Stephen J. Atkins City Manager cc: Mayor City Council Director of Finance EAST WASHINGTON STREET · IOWA CITY. IOWA S2140-1826 · (319) 336-5000 · FAX (319! 3S6-: To: Mr. Bill Blough, General Manager Telecommunications, Inc. 546 Southgate Avenue Iowa City, IA 52240 CITY OF I0 WA CITY CITY OF IOWA CITY, IOWA DECISION INVOKING ADDITIONAL 90 DAYS TO REVIEW THE RATE SUBMISSION OF TCl OF EASTERN IOWA December 22, 1994 WHEREAS, the City of Iowa City (City) had adopted a Rate Regulation Ordinance No. 93- 3601; WHEREAS, on December 7, 1994, the Company filed its rate filing with the City; and WHEREAS, the City has reviewed the material and needs additional time to review the rate filing and to request clarification from the Company; THEREFORE, the City of Iowa City issues this written decision extending the review period for 90 days pursuant to FCC rate regulation; Re=oft and Order, In the Matter of Imolementa- tion of Sections of Cable Television Consumer Protection and Com=etition Act of 1991; Rate Re;ulation. MM Docket No. 92-266, FCC 93-177, adopted on February 22, 1994 (released March 30, 1994), and MM Docket No. 93-215 adopted February 22, 1994 (released March 30, 1994), and as such regulations are amended from time to time. Helling, ASs' t~'Ci~ger cc: Ci'~W Council Broadband Telecommunications Commission Drew Shaffer 410 EAST WASHI~IOTOH STREET* IOWA CITY. IOWA S~240.1S~6 · (~19) JSe-f00G · FAX ()19) iS6- Council on Disability Rights and Education MEETING AGENDA JANUARY 3, 1995 - 10:00 A.M. CITY COUNCIL CHAMBERS CIVIC CENTER - 410 E. WASHINGTON ST. IOWA CITY, IA 52240 4. 5. 6. 7. introductions Subcommittees/Reports a. Housing b. Transportation c. Public Accommodations d. Public Relations Other Reports Vacant position on core group. Other Business Next Agenda (February 7, 1995) Adjourn Attachments: Summary of the December 20 meeting. Copy of letter of appreciation to the Chamber of Commerce. CC: Iowa City City Council Johnson County Board of Supervisors mg~a~sttc~l.3.ag<l NOTE TIME CHANGE TO 10:00 A.M. Council on Disability Rights and Education December 15, 1994 Board of Directors Greater Iowa City Area Chamber of Commerce Commerce' Center 325 E. Washington St. Iowa City, IA 52240 Gentleperson{: We are writing on behalf of the Council on Disability Rights and Education to express our appreciation for several recent articles in the Chamber's monthly newsletter, REFLECTIONS, promoting disability awareness and accessibility. We are a new organization in Iowa City, founded for the purpose of bringing about a more accessible community environment for all persons with disabilities through education and awareness. As we evolve, we hope to establish an increasing visibility in Iowa City and to effect a greater commitment to accessibility on the part of all local industries, businesses, housing and service providers, and citizens in general. REFLECTIONS is an informative and widely read communication which reaches many of the same individuals and organizations that we hope to influence. Articles promoting accessibility contribute significantly to increasing community awareness and we appreciate your efforts and consideration in that regard. The CDRE is willing and able to assist you in the future in identifying materials regarding accessibility and other accommodations which facilitate the inclt.~sion of all persons with disabilities in the mainstream of community activities. We applaud you and encourage your continued focus on this issue as you select future materials for your publication. We hope that you will not hesitate to call on us for any assistance we might provide. Once again, your efforts are greatly appreciated. Co-Chairperson rperson Council on Disability Rights and Education Date: December 28, 1994 To: Council on Disability Rights and Education From: Dale Helling Re: Summary of December 20, 1994, Meeting The Council met on December 20, 1994, at 11:00 a.m. in the City Council Chambers at the Civic Center. Those in attendance included: Ed Blake, Patrick Frazier, Kevin Burt, Mace Braverman, Ethel Madison, Nancy Ostrognai, Linda Carter, Ed Brinton, Doris Jean Sheriff, Heather Shank, John Harshfield, Dale Helling, Keith Ruff, Susan Mask, John McKinstry. SUBCOMMITTEE REPORTS Housing - Shank summarized the subcommittee's efforts thus far in creating a booklet on impediments to housing for persons with disabilities. Burr advised that April is Fair Housing Month and requested the cooperation of the Public Relations subcommittee in gaining special recognition for this event. Harshfield indicated that the subcommittee is focusing on 20 accessibility related questions which can be utilized as a checklist to evaluate accessibility of housing units. Braverman suggested that the CDRE be represented on City committees regarding affordable housing. Transportation - No report. Public Accommodations - Brinton indicated that this subcommittee is working on a checklist for restaurants, bars, coffee shops, etc., to help them evaluate their own accessibility. They are refining a list which has been used in the St. Louis area, adapting it [or local use. Public Relations - A meeting will be scheduled in the near future. MEETING SCHEDULE The possibility of the core group reducing its meetings to one per month was discussed. This would allow core group members more time to participate in subcommittee work. After some discussion, it was agreed that the core group will meet on the first Tuesday of each month at 10:00 a.m. in the Council Chambers. This should allow for meetings to be concluded prior to the noon lunch hour. It was stressed that while these are technically meetings of the core group, they are meant ~o be open to the public and subcommittee members, as well as other interested persons are encouraged to attend. OTHER BUSINESS Burt indicated that he had received a call from a person trying to open a new business who was having some problems with the local zoning laws regarding parking. He will provide more detailed information to Helling. 2 Helling indicated that he continued to work on a list of all CDRE members and asked that subcommittee chairs keep him updated on subcommittee memberships. He also indicated that Mike Hoenig will no longer be able to serve on the core group. It was agreed that the question of his replacement should be placed on the next agenda. Brinton noted he had recently seen an article indicating that employers are besieged with complaints and lawsuits by persons with disabilities. He suggested that it might be appropriate for the Iowa City Human Rights Commission to he more involved in education in this area. After some discussion and clarification by Shank of the function of the Human Rights Commission, it was suggested that the Commission and the Employment subcommit* tee of the CDRE could collaborate in their efforts to promote accessibility and nondiscrimina- tion in employment. It was also noted that Access Iowa has material for employers regarding equal employment opportunity, etc., and that they will work with employers if they can to assist and will even do some mediation to help resolve differences. The next meeting of the CDRE will be at 10:00 on January 3, 1995. cc: Iowa City City Council Johnson County Board of Supervisors bc2-5 City of Iowa City MEMORANDUM Date: To: From: Re: December 30, 1994 Honorable Mayor Susan M. Horowitz Members of the City Council Unda N. Woito, Ci~ Attorney Update on Miscellaneous Matters: Cliffs Apartments and Mediation of "Pigeon Coop Problem" e CO: Cliffs Apartment On Wednesday, December 28, 1994, I met with Assistant City Attorney Sarah Holecek; City Engineer Rick Fosse; and Senior Building Inspector Ron Boose to discuss progress on the retaining w~11 for the Cliffs apartment buildings. We have several things to =check out" first, and will be reporting to you in greater detail after the first of the year. Mediation of "Pigeon Coop" Problem The parties have agreed to mediate this problem, whereby all three parties will participate in mediation -- including the City of Iowa .City. I just wanted to let you know the status of this situation. Ctty Manager City Clerk Assistant CityManager Anne Burnside, Sarah Holecek, RickFosse, Ron Boose City of iowa City MEMORANDUM Date: December 30, 1994 To: The Honorable Mayor Susan M. Horowitz and Members of the City Council From: Linda Newman Woito, City Attorney _(~~_~.~ Re: Partial Litigation Update; Successful Rulings and New Cases/Appeals While a more complete litigation update is "in the works," the press of a recent flood of new litigation, plus some staff turnover, has caused somewhat of a delay. In any event, I present a partial litigation update, for your information. City of Iowa Citv, Iowa v. Hubert Yeeev, Leonard Yeaev, Wilfred Ye~¢~v, Maxine Yee.~v and Bernard Yeq~v; State Docket #53659 Congratulations on a job well done to First Assistant City Attorney Anne Burnside in the court's ruling favorable to tho City, see attached. This Ruling notes that Wilfred Yeggy has "willfully" violated the injunction order which prevents him from bringing additional salvage and junk onto the property at 828 St. Anne's Drive in Iowa-City, Iowa. You will note that the ruling orders Wilfred Yeggy to serve six months in the Johnson County Jail, in addition to a ~bUO fine fgr contempt of the Court's prior injunction. However, if Wilfred Yeggy "purges himself of this contempt," meaning removes the junk and salvage within 60 days of December 28, 1994, Wilfred Yeggy would not have to serve the jail time, nor pay the fine. However, if the junk and salvage is not removed within 60 days, or February 28, 1995, the City may apply to the Court for a "mittimus" to issue -- meaning the Court would order Wilfred Yeggy to appear in jail and pay the fine. Anne and I continue to hope that Wilfred Yeggy will not have to serve jail time, but will instead remove the materials from the property at issue. Kerry Schaeffer v. Lewis Cassill and Police Officers Li131~old, Singleman and Steffen; State Docket #39184 (small claims) Attached please find a new lawsuit concerning removal of a person from a mobile home park. First Assistant City Attorney Anne Burnside is defending this case, and we hope to resolve it quickly. 3. Notices of Appeal in the Water Plant Acquisition Project: a. City of Iowa City, Iowa v. James Patrick Glaseow; Notice of 2 Washinclton Park v. City of Iowa City, Iowa; Notice of ADoeal of Condemnation Award. c, ' S & G Materials v. City of Iowa City; Notice of Aooeal of Condemnation Award. As expected, Washington Park and S & G Materials have served "notice of appeal" of their condemnation awards to the City and the Sheriff, as required by State law. We have also received a "notice of appeal" from the attorneys for Jim Glasgow, see attached. David Brown will continue to represent the City in these condemnation appeals - which were actually "cross-appeals" since the City has already filed "notice of appeal" on all three of these cases. The matters will go to District Court, and will eventually be tried to a petit or regular jury all over again. Of course, there is always hope for settlement in these matters. James P. Glasclow v. City of Iowa City; State Docket #56205 {Glas({ow II1! Attached please find a Petition served on the City on a City holiday, namely Friday, December 23, 1994, at Marian Karr's home. In this Petition, Glasgow's attorneys are claiming, apparently, that they are entitled to the minutes of an executive session, based on one exception to the confidentiality requirements for executive/closed sessions - namely, that the property acquisition/transaction is complete. Interestingly enough, in this same Petition, the attorneys attach a copy of the "Notice of Appeal" challenging the condemnation award - which proves, on the face of the Petition, that the Petition is frivolous. Sarah Holecel~ and I will be vigorously defending this case, and hope to have the matter disposed of quickly. Series of oases with the Iowa City Rrefighter's Unton; dismissed for a "fresh start" during upcoming negotiations. In May, 1993 the Firefighters union filed a PERB complaint against the City for allegedly adopting new work rules without engaging in bargaining. (PERB No. 4900). Many of the issues raised in the complaint were included in the City and Union negotiations for a contract to become effective June 30, 1994. The City and Union were not able to reach agreement and they entered factfinding in February. After factfinding, the parties remained at impasse and an arbitration hearing was held in May, 1994. From these proceeding.s, PERB cases 5101 and 5143 and Johnson County District Court case no. 55829 arose. On December 12, 1994, the parties met for a hearing before PERB. Prior to hearing, the parties reached an agreement which provided for the Union to dismiss the pending PERB and District Court cases. The parties will include the substantive issues in the present negotiations for a new agreement to be effective June 30, 1995. We view this approach to resolving the discussions as much more productive than resort to litigation, and are encouraged that the City and the union will find satisfactory solutions to their disputes in the negotiation setting. 3 trust this will be of some assistance to you, but please do not hesitate to contact me or one of my attorneys if you have any questions. cc: City Clerk City Manager Asst. City Manager City Attorney's Office staff Attachments Inw~update.lit RECEIVED ,.~t& · IN THE IOWA DISTRICT COURT ~ :-~VD FOR .I'O[-E~SON COUN;T,,t'~ ~..-. .... · ~'~'~'!C~: CITY OF IOWA CITY, IOW,~, Petitioner, ) v. ) ) HUBERT YEGGY, LEONARD YEGGY, ) WILFRED YEGGY, MAXINE YEGGY, ) and BERNARD YEGGY, ) ) Respondents. ) No. 53659 RULING On September 15, 1994, trial was had with regard to the issue raised in the Application for Rule to Show Cause filed June 3, 1994. Petitioner was represented by Anne Burnside. Respondents were represented by Carla Pearson. FACTS On luly 28, 1992, a Court Order was filed in this case which provided: "IT IS, ACCORDINGLY, ORDERED that a permanent injunction be, and hereby is, issued restraining the Respondents and their successors in interest and title to the premises located at 8:28 St. Anne Drive, Iowa City, Johnson County, Iowa, from causing or suffering any refuse, garbage, noxious substances, hazardous waste, junk or salvage materials to be collected or to remain upon the premises." Leonard Yeggy was in a nursing home at time of trial. Bernard Yeggy and Hubert Yeggy indicated at trial that they wished to have their brother, Wilfred Yeggy, speak for them. Bernard Yeggy indicated that he has been to the property but "doesn't do much." Hubert Yaggy indicated that he was aware of the injunction; however, he felt it was on different property. He further indicated that there "might be some salvage there today." During 1990, the City of Iowa City removed junk and salvage from the property. Wilfred Yaggy has, since-th..e. time of the issuance of the permanent injunction, operated a salvage business which uses the premises subject to the injunction. Plaintiff's Exhibits 1, 2, 3, and 4 are photos of the property taken May 24 and 26, 1994, showing an accumulation of junk and salvage materials collected upon the premises. Plaintiffs Exhibits 5, 6, 7, and 8 are photographs taken September 14, 1994, showing an accumulation of junk and salvage upon the premises. These photos depict an increase in the amount of junk and salvage being accumulated upon the premises from the date of the earlier photographs. It is determined as a matter of ultimate fact that Wilfred Yeggy has willfully disobeyed the Court Order granting injunctive relief as above set forth. CONCLUSIONS OF LAW Iowa Rule of Civil Procedure 330 provides that a violation of any provision of a permanent injunction shall constitute contempt and be punished accordingly. qqo person may be punished for contempt'unless the finding of contempt is established by proof beyond a reasonable doubt. (Citation omitted.)" Palmer Col. ofChiropracfic v. Dist. Court, 412 N.W.2d 617, 619 (Iowa 1987). "In order to justify a finding of contempt, violation of the court order or injunction must be willful. (Citations omitted.) Willfulness is proved by 'evidence of conduct that is intentional and deliberate with a bad or evil purpose, or wanton and in disregard of the rights of others, or contrary to a known duty, or unauthorized, coupled with an unconcern whether the contemnor had the right or not.'" Palmer Col.. Id.., at page 621. Section 665.4, the Iowa Code, provides that punishment for contempt, where not otherwise specifically provided, shall be by a fine not exceeding $500 or imprisonment in a county jail not exceeding six months or both such fine and imprisonment if the matter is before a District Judge. "In the absence ofchanged circumstances not within the Court's contemplation at the time of the original punishment order, a corot which has found that imprisonment is a proper sanction for past acts of contempt may withhold commitment conditioned on total or unwavering compliance with prescribed conditions. A commitment so withheld may later be imposed for failure to meet those conditions. Where, as in the present case, the time period for performing the conditions is so short as to negate any suggestion that the contemnoffs ability to perform has changed from the time of the original order, a re-examination of ability to perform is not a condition for imprisonment." Ickowitz v. District Ct. for Polk Cry.. 452 N.W.2d 446, 450 (Iowa 1990). RULING The Petitioner proved by evidence beyond a reasonable doubt that W'tlfred Yeggy willfully violated the Court Order providing injunctive relief which was fried in this case July 28, 1992. IT IS, ACCORDINGLY, ORDERED, ADJUDGED, AND DECREED that Wlifred Yeggy be confined in the Johnson County 3ali for a period of six months and fined $500. Mr. Yeggy may purge himselfof'this contempt by having removed from the property all junk and salvage within sixty (60) days of this date. Petitioner may apply to the Cour~ for issuance of'a mittimus if Wilfi'ed Yeggy has not complied with the pur~ing provision of this Order. The Application is distained with regard to the other named Respondents. The costs of this proceeding are assessed to Wilfi'ed Yeg~y. Dated this 28th day of December, 1994. Anne Burnside Carla Pearson From : ~ LAW OFFIC~ P~ No. : ~19:351 4J63 Dec.~ 19cJ~ 5:/,~PM COURT IN VSo Defendant. states: time of ~his prooeed~ng, was =eeid/nq in ~ohnson count¥~ Iowa. 2, Da~endant Oassil ~s, and a~ all relevant ~lmes residen~ o~ =ob~mon OountF, Iowa. IOWa, Pla~ntiff~s ou~entlF a ~e~ldent oE Ill~nois, but at ~he 4. Defendant easel1 is ~e landlord of ~he Townorest T=ailer Coot2. 7. De~endant Lip~old remponded ~o the On February ?, 1993 at approximately 11:4~ p.m., Defendant a "squattot,. and LAW OFFICE PH~ ~b. : J19 ~51 4J~J 9:411:~1 be£oz*e m:Ld~,.lc.l'ht on Febr~.~=y ?, '!993, ~md a. wakemed a =eeiclent og t,,he mobile home. 8. ~hia ~msiden~ a~omp~ed ~o e~l~laAn ~a~ she ~4 the bu~ O~i~er ~p~oXd o~ he~ ~d ~e ~raile~ b~ ~e foliowin~ ~in~. He ~ea~ened ~o ~es~ her and g. A~. app~t~ gt23 aom. on again oa11~ ~e ~owa Ol~ police to =epo~ ~t ~e Plaln~if~ had n~ ya~ vaea~ed ~o promises. lo. O~ioo~g Si~gl~ and ~e~en ~pondad ~o ~he Gall. ~amained a~ ~he ~aiXe~ ~A1 pla~i~ had ~em~ed all o~ possessions and ~ag gona ~Fom ~ ~ail~. XL. Zowa Code ~apte~ 048 P~s e~ll~h~ ~ ~p~= 648 ~o= =~ovtn~ a ~estd~ ~rom re~ ~. ~d~ also ~ailad to ~omplM wi2h ~ evic~i0n p~ooedu~os outlined ~n Zow~ c~e ~ap~er 562B. ~ ~ - 42 UBO 1983 12. A~ all r~l~v~t t~es, ~nd~ts Sinqlem~, Scef~en ana of ~e ~i~y ~f X~wa City. and ~ fact i~tiga~ed s~ta ao~lon, in F~ : ~ LR~ Q~IEE PH[~ hb. : 319 ~1 4~ De~c. 2~ 1994 9:41PM P~4 ~4. The ~i~hou2 due pro~BB Of la~. XS. ~ C~de ~ap~ 648 araa~a a rl~h~ no~ ~o be ~o~aibl~ 16. 17. AS a ~o~ of Defe~dan~ oondua~, plain~if~ suffered ~~, Plm~ti~ p~ fo~ ~aqes aqains~ ~e ~fed~ta~ ~it~l~ ~t, ~d also ~oXu~g attornuM,a fees and cou~ Zova City~ ZA 52240 (319) 951 4363 (319) 351-7911 F~ IN THE IOWA DISTRICT COURT, RECEIVED CFTY ATT, O~N~$ OFFICE IN ~D FOR JONSON CO~Y CITY OF IOW~ CITYs IOWa, a municipal corporation, Plaintiff, VSo J~ES PATRICK GLASGOW, et al., Defendants. * ) ) ' NO. 56192 ) ) .. ) NOTICE OF APPEAL ~ .-' ~ ) .'=***=? ,:, '.'-' '?. ':**; 3 '~ ) .~ ) -= .:-. _:% * . , TO: CITY OF IOWA CITY, IOWA; HILLS B/~NK AND TRUST COM~/~Y; JOHNSON COUNTY, ZOW/%; AND ROBERT CARPENTER, SHERIFF OF ~OHlqSON COUNTYv IOWA YOU AND EACH OF YOU ARE HEREBY NOTIFIED that the under- sig~ed, James Patrick Glasgow, by and through his attorneys, does hereby appeal to the District Court of Iowa, in and for Johnson County, from the appraisal and award of damages made on the 29th day of November, 1994, by the Compensation Commission, as shown by the Report of Compensation Commission, a copy of which is at- tached hereto as Exhibit "A". YOU ARE FURTHER NOTIFIED that a Pet/t/on will be filed within twenty (20) days from the date of this Notice in the Of- lice of the Clerk of the Johnson County District Court of Iowa, and that said cause will be heard and disposed of as provided by law. DATED this day of December, 1994. 2 Q:\~c\~cl\2162729.~tg BARKER, CRUISE, KENNEDY & HOUGHTON ise 000001083 ~o_ s. Dubuque Street /~,.o. ]~o.x 2000 ~Iowa City, IA 52244 (319) 351-8181 Attorneys for Defendant/ Cross Petitioner RECEIVED IN THE IOWA DISTRICT COURT WASHINGTON PARK, an Iowa general partnership, Plaintiff, CITY OF IOWA CITY, IOWA, et al., Defendants° NOTICE OF APPEAL OF CONDEMNATION AWARD TO: City of Io~a City, Iowa; S.& G Materials, .an Iowa general partnership, Phil Mattheis, Molly Mattheis, Ivan _ Walker; Williams Pipe Line Company; ~owa City Broadcasting Company, Inc.; Iowa Ele=tr~c Light & Powe~ Company; Northwestern Bell Telephone Company, State of Iowa, Johnson County, Iowa; and the Sheriff of Johnson County, Iowa YOU AND EACH OF YOU A~E ~REBY NOTIFIED that s,,hJect to Plaintiff's claim of invalidity, Plaintiff appeals the award of damages entered by the Compensation Commission on Nov-~her 29,- 1994, pursuant to a Notice of Condemnation, a copy of the first two pages being attached as Exhibit "A" and the entire Notice (9 pages) being incorporated herein by this reference. YOU AND EACH OF YOU ARE FURTHER HEREBY NOTIFIED that if Plaintiff's claim that the conde~u~ation is illegal is sustained as contended by Plaintiff in Cause No. 56128 pending in this Court, this Notice shall be null and void. Subject to the foregoing Plaintiff will file a petition as provided by law and this appeal shall be heard as provided by the rules of this Court. 3 Dated this 27~h day of December, 1994. MEARD~/~, SUE~~& HAYES P.L.C. .... 9123 South ILi~geet J- Tele~hone = ~9/338-9222 A~O~YS YO~ ~GTON an Iowa general pa~ership IN THE RECEIVED IOWA DISTRICT COURT IN AND FOR JOHNSON CO ~U~TY S a G MATERIALS, an Iowa general partnership, Plaintiff, VS. CITY OF IOWA CITY, IOWA, et el., Defendants. NO. NOTICE OF APPEA~DF CONDEMNATION AWARD TO: City of Io~a City, Iowa; Washington Park, an Iowa general partnership, Phil Mattheir; Molly Mattheis; Ivan Walker; Williams Pipe Line Company, Iowa City Broadcasting Company, Inc.; Iowa Electric Light & Power Company; Northwestern Bell Telephone Company; State of Iowa; Johnson County, Iowa; and the Sheriff of Johnson County, Iowa YOU AND EACH OF YOU ARE HEREBY NOTIFIED that subjeot to Plaintiff,s claim of invalidity, Plaintiff appeals the award of damages entered by the Compensation Commission on November 29, 1994, pursuant to a Notice of Condemnation, a copy of the first two pages being attached as Exhibit "A" andthe entire Notice (9 pages) being incorporated herein by this reference. YOU AND EACH OF YOU A~E FURTHER HEREBY NOTIFIED that if Plaintiff's claim that the condemnation is illegal is sustained as contended by Plaintiff in Cause No. 56128 pending in this Court, this Notice skall be null and void. Subject to the foregoing Plaintiff will file a petition as provided by law and this appeal shall be heard as provided by the rules of this Court. Dated this 2?th day of December, 1994. N, ~UEP~, DOW~TER & HAYES P.L.C. 0000036 9 P /338 9222 ATTORNEYS FOR S & G MATERIALS, a~ Iowa general par~ner~hip IN THE DISTRICT COURT OF IOWA IN AND FOR JOHNSON COUNTY JAMES P. GLASGOW, PLAINTIFF, THE CITY OF IOWA CITY, DEFENDANT. NO. ~&~ ORIGINAL NOTICE RECEIVED CITY ^TrOENEY$ OFRCE * * * * TO THE ABOVE-NAMED D~-FENDANT= You are hereby notified that there is now on file in the offS?? ~f t~.? clerk of the above court a petition in the above- encx=lea action, a copy of which petition is attached hereto. The Plaintiff's attorney is Teresa R. Wagner whose address is 920 S. Dubu~l/e Street, P.O. Box 2000, Iowa City, IA 52244. -_ You a~e further nottf%ed that unless, within twenty days a~=er servxce of this original notice upon you, you serve, and within a reasonable time thereafter file a motion or answer, in the Iowa District Court for Johnson County, at the courthouse in Iowa City, Iowa, Judgment by default will be rendered against you for the relief demanded in the petition. v:64a2229.1tg ( WARD F. ST£1.q R CH OF TH~ ABOVE COURT n County Courthouse Iowa City, IA 52240 IN T.HE IOWA DISTRICT COURT FOR JOHNSON COUNTY' JAMES P. VS. GLASGOW, PLAINTIFF, THE CITY OF IOWA CITY, DEFENDANT. * * COMES NOW, James P. Glasgow, Plaintiff herein, and put- suant to Iowa Code Section 21.6 or the enforcement provision of what is also known as "Iowa's Open Meetings Law," submits as follows: 1. Plaintiff James P. Glasgow (hereinafter "Plaintiff Glasgow") is a resident of Iowa City, Johnson County, Iowa and a citizen of the State of Iowa. 2. Defendant City of.Iowa City (hereafter "Defendant City") is a municipal corporation in the City of Iowa City with its principal place of bus~ness in the same, county, Iowa. in J_ohns / 3. The City Council of Defendant City is a ~.-. "governmental body" which holds "meetings" as defined_~.'.'{ ~ "~ Iowa Code Section 21.2 and is, therefore, subject to quirements of the entire Chapter 21 of the Iowa Code. 4. On the 2nd day of August, 1994, the City Council of Defendant city held a special meeting at 7:00 P.M. 5. At 7:07 P.M. at that special meeting, council mem- bets voted to adjourn to an executive session to hold a -2- closed meeting as is evidenced by attached Exhibit "A" in- corporated by reference herein. · 6. The alleged grounds for said closed meeting were "to discuss strategy with counsel in matters that are presently in litigation or where litigation is imminent where its disclosure would be likely to prejudice or dis__ad- ~_ vantage the position of the governmental body in that 1.~.- gation." see xhibit "A". She City Council, therefore? held a closed session pursuant to Iowa Code Section .~u~- 7. Following this closed session meeting, the Council of Defendant City enacted Resolution Number 94-272 which au- thorized Defendant City to purchase land for the ostensible purpose of a water treatment facility and "other multiple shared uses," as is evidenced by the attached copy of said Resolution, marked Exhibit "B," and incorporated by refer- ence herein. 8. A ~ormal .request was made on November 23, 1994, to the City Clerk of Defendant City, Marian Kerr, for the min- utes, tapes, notes, and other tangible things resulting from said closed session. Please see attached copy of said cor- respondence, marked Exhibit "C" incorporated herein by ref- erence. 9. Defendant City refused to produce said minutes, tapes, notes, an~ other things. Please see attached copy of letter of December 6, 1994 by Marian Kerr, marked as Exhibit "D" and inco~po~ated herein by reference. -3- COUNT ~ ~'.LE~, HEET~'NG 10. Plaintiff Glasgow herein incorporates by reference above paragraphs i through 9. 11. The City Council of Defendant City held a closed meeting illegally, that is, in violation of Chapter 21 of the Iowa Code, in that: as a) The alleged grounds of discussing litigation, allowed by Iowa Code Section 21.5(1)(c) was a pre- text; b) The true purpose of this closed meeting was to discuss the purchase of property as is evidenced by Exhibit "B"; c) The City Council of Defendant City failed to disclose this true purpose because Iowa law only per- mits the Council to meet in closed session to discuss the purchase of real estate: ...~here premature disclosure [of the purchase of a particular real estate] could be reasonably expected to increase the price the goverrunental body would have to pay for that property. Pleame see Iowa Code Section 21.5(1)(j). Because De- fendant City had disclosed to the public its intention to purchase the property selected By Howard R. Greene months before the meeting of August 2, 1994, it could not meet the above cited condition and therefore could not avail itself of these grounds for a despite the fact that this was the true purpose. WHEREFORE, Plaintiff Glasgow requests that this compel Defendant City to produce the requested minutes, tapes, notes and other things resulting from the illegal closed meeting on A~gust 2, 1994 and take whatever other ac- tion this Court deems appropriate and equitable under law. COUNT II ILLEGAL WITHHOLDING Plaintiff incorporates herein paragraphs i through 12. 11 herein by reference. 13. Defendant City therefore also illegally withheld minutes, notes, tapes, and other things of said illegal meeting. WHEREFORE, Plaintiff Glasgow requests that this Court compel Defendant City to produce the requested minutes, tapes, notes and other things resulting from the illegal closed meeting on August 2, 1994 and take whatever other ac- tion this Court deems appropriate and equitable under law. OTHER ILLEGAL MEETINGS 14. Plaintiff incorporates herein by reference above paragraphs i through 13. 15. In addition to the above referenced special meet- ing, Defendant City has held other closed meetings concern- ing the purchase of property for t/~e acquisition of land, on the following dates: September 13, 1993~ January. 3, 1994~ March 81 1994~ April 25, 1994~ July 11, 1994~ / and July 18, 1994. 16. Pursuant to Iowa Code Section 21.5, the minutes from these closed sessions should now be made available to the public. as the information contained therein can no longer reasonably be expected to increase the price of the properties concerned. WHEREFORE, in addition to Counts I and II, Plaintiff further requests that this Court order that the minutes, tapes, and other tangible things resulting from these ~ddi- tional closed sessions be made available immediately to the public and that this Cou~ order such other equitable relief as this Cou~t deems necessary. BA/~, CRUISE, K~DY & HOUGHTON v:65B2719.1tg Teresa R. Wagne~ 014130 920 south Dubu S eet P.O. Box 2000 ~ Iowa City, IA 52244 Attorney for Plaintiff COMPLETE DESCRIPTION OF COUNCIL ACTIVITIES AUGUST 2, 1994 Iowa City City Council, special meeting, 7:00 p.m. at the Civic Center. Mayor Horowitz presiding. Council Members present: Baker, Horowitz, Kubby (7:25), Lehman, Novick, Plgott. Absent: Thregmorton. Sta~embers present: Atidns, Helling, Gentry, Burnside, Karr. Council minutes tape recorded on Tapes 94-99, Side 1; Moved by Pigott, seconded by Baker, to adjourn to executive session to discuss strategy with counsel In matters that are presently in litigation or where litigation Is imminent where its disclosure would be likely to prejudice or disadvantage the position of the governmental body in that. litigation. The Mayor declared the motion carried unanimously, 5~0, Kubby, Throgmorton absent and adjourned into executive session 7:07 p.m. Council re. turned to open session 7:27 p.m. Moved by Plgott, seconded by Baker, to adjourn 7:28 p.m. The Mayor declared the motion carded unanimously, 6/0, Throgmorton absent. san M. Horowitz, Mayor City Clerk shared/cdetk~:c0802a. min EXHIBIT'-.~.~, I PAGE_ , RESOLUTION NO. ~4,~ RESOLUTION AUTHORIZING THE AC(:IUISITION OF A WATER TREATMENT FACILITY SITE, AC(1UISITION OF THE IOWA RIVER POWER I:)A~, ACCIUISI- TION OF WELL SITES, ACQUISITION OF WELL PROTECTION EASE.'~IENTS AND ACC1UI$1TIQN OF WATER MAIN, SANITARY SEWER ANn OTHER NECESSARY EASEMENTS, ALL IN CONJUNCTION WITH THE PRQFOSED IMPROVEMENTS TO THE ClTY'S WATER TREATMENT FACILITIES PROJECT. WHEREAS, the City of Iowa City has undertaken a proiect to improve its water treatment and water collec-Jon ~acillties, he:eaizer collectively referred (o as the "Water Treatment Facilities" or '`he "Water Treatmen~ Facility;" and WHEREAS, the City Council has determined that construction of the Water Treatment Facility is a valid public purpose under state and federal law, and has fur;her determined that acquisition of certain property rights is necessary to construct, o;3erate, and maintain the p~oposed Water Treatment Facility in order to protect .;.he Ciw'S'various raw water sources; and ... ~VHE~EA$, (he City's consultant, Howard R. Green Company, has determined ~he location of '`he proposed Water Treatment Facilities, including multiple and compatible shared uses of lands acquired [~or the primary runt:ions of ;3rotec:ing the City's w. ater ~reatmen~ and ~a~ source~; and ~ WHEREAS, City staff have also recommended ~hat muldole shared u~es of lands acquired fo~ the Water Treatment Facilities should be permi~ect, ~'here those'uses are compatible with the p.Hmary fun. c...~ion of wa~er ~rea~ment and. pr_otect[oq; e.g., rec. readona13rails.; and WHEREAS, City staff should be authorized to acquire necessary properw ri,qhts at th.e b. es_; overa!l orice to the C!~.. NOW, THEREFORE. 8E IT RESOLVED ~Y THE CiTY COUNCIL OF THE City OF IOWA Cll-Y, IOWA, THAT: The City Council finds [t i~ in ~he public inceres~ to acquire pro.cer;¥ ri~jh~s by warran,-y deed, quit claim deed and/or easement for the construction of the Water Trea~men~ Facilio/, wi~ich Facility cons:itutes a public improvemen~ under Iowa law. The Council further finds ',hat ~cquisidon of. said propero/rights is necessary to carry out the functions pf the Water Treatmen( .Far{lit% and '`ha( such Wa,,er Treatment Fac!liw constitutes a valid public purpose under state and federal law. The City Council fur;her finds it is in (he public interest to ccmbine shared uses of public property which can serve cross-functions where (hose' shared uses are compatible, one wii:~ another. Specifically, (he C~y Council finds that multiple shared uses of lands acquired for the Water Treatment Facilizies should be ~ermi~ed, where ~hose uses are compatible wi~ ~he oHma~ function o~ wa~e~ ~rs~nt and wa~e[ oro~ec=ion. e.q.. recreational ~rails. This Council fu~er.fi~ds ~ha~ mul~le, uses of lands herein acquired demons~a~es ~scal resoonsioihty ~nd - cki.~enrt of Iowa Citv. The Cky Manacjer or designee is herel~y authorized and directed ~.c negotiate .the purchase cf property rights by warranw deed, quit claim deed and/or easement for the construction, operation and maintenance of the Water Treatment Facilities. including any prope~ (iohts associated with multiple ~bared ~ises where the shar.~are compatible with me prima~ use as a 'Water ~reatment ~acili~, e.g.. recreational trails. In the event necjodadon is successful, the Mayer and CiW Clerk are hereby authcrized to purchase proper~y rights by warranw deed, quit claim deed and/or easement acjreements for recordation in the Johnson Coun,m/ Recorder's Office at the City's expense. The CiW Attorney is hereby directed to take all necessary. action to complete said transactions, as required by law. In the event the necessary I~roper'cy rights for the Water-.Treatment Facility cannot he acquired by necjodadon, [he CiW A~:orney is hereby authorized and directed to initiate condemnation pracsedincjs for acquisiti.on of an~ and all property ricjhts necessary to fulfill the functions of the'Water T. reatment Fa. cility, including property rights associated with multi~31e shared uses which are coml~atible with ~he primary functions of the Water Treatment Facilities, all as provided' by law. Passed and approved this ~.~ day of ,~99¢. CI'I'Y'~LE~K MAYOR Approved by C~ty A~'.orney's Office It was moved by -~r~,?~.,, and seconded by adopted, end upon roll cam there were: the ResolutiOn be AYES: NAYS: ABSENT: Horowim Kubby Lehman . Novirk ' Pigat: Thragma.rcan Ease~ t2 ~. ~eso].~cto~ rio. g~,-272 CRUISE:, KI~NNE:O¥ 8~ HOUGHTON LAWY~:RS IOWA CITY, IOWA November 23, ~994 Ms. Marian K. Kerr city Clerk City of Iowa City 410 E. Washington Iowa City, IA 52240-1826 Open Meetings Law Minutes, Tapes, Notes, Etc. of all Meetings Where Purchase of Glasgow - Washington Park Property Was Discussed (For the Water Treatment Facility Project of 1994) Dear Marian: Please consider this a formal request for minutes, tapes, notes and/or other records and things of any sort regarding the City's attempt to purchase the property north of 1-80 for the wa- ter treatment facility project of 1994, to-wit: The Glasgow - Washington Park land. We make this request pursuant to Iowa/s Open Meetings Law, or Iowa Code Section 21, which requires that governmental bodies meet and make such meetings open to the public and that public records be easily accessible to the people. We are asking for these items, therefore, as members of the public. We are aware that governmental bodies can, in some in- stances, hold closed session meetings under Iowa Code Section 21.$. None of these sections, however, apply. In particular, Section 21.§(1)(c), which reads: A governmental body may hold a closed session only to the extent a closed session i~ necessary for any of the following reasons: To discuss strategy with council in matters that are presently in litigation or where liti- gation is imminent, where disclosure would be likely to Ms. Marian K. Karr Page -2- Novsmiler 23, 1994 · prejudice or disadvantage the 9ositi0n of the govern- mental body in that litigation. This section is not applicable here because the City's counsel, Linda Woito was excluded from these discussions. Section 21.5(1)(J), which reads: A governmental body may hold a closed session ... to discuss the p~chase of particular real estate only where premature disclosure would be reascna3oly expected to increase the price the governmental body would have to pay for that prope~y. It is also not applicable since it turns on the premature disclo- sure of the governmental body's purchasing. plans. Because the City of Iowa Cit~ has disclosed its intention to purchase the Glasgow - Washington Park property many times in public, and, be- cause the owners were sent condemnation papers last week, there is no risk of premature disclosure here and this section cannot obtain. Please let us know as soon as possible when these materials can be ready for us. If you wish for us to come to the City of- fices, that, of course, can be arranged. Just let us k.now when we can come. I thank you for your prompt attention to this matter. Very t~-uly yours, ~W/dc cc: James P. Glasgow Jo~n D. Cruise L:6162593.1tr Teresa R. Wagner December 6, 1994 CITY OF I0 WA CITY Ms. Teresa Wagner Barker, Cruise, Kerunedy & Houghton 920 S. Dubuque Street PO Box 2000 Iowa City IA 52244 Dear Ms. Wagner, I am in receipt of your letter of November 23, information on the City's purchase of property the water treatment facility project. 1994, requesting north of 1-80 for Any information on the above mentioned project discussed at Council work sessions and/or formal meetings is available in my office. As youknow an index of all discussions is available and my staff will assist you in making copies. I have been informed by ~ity Attorney Woito not to disclose information from Council executive sessions on the above named project, since release of any information is governed by Section 21.5(4) Code of Iowa, 1993. Please let me know if I can be of further assistance. Sincerely, Marian K. Karr, CMC/AAE city Clerk co: City Attorney c~--. ~ i~ City Manager --'.t · T&:' ' PAGE ____. City of iowa City MEMORANDUM Date: To: From: Re: December 29, 1994 Doug Boothroy, Housing & Inspection Services (Zoning); and Marianne Milkman, Coordinator of Community Development Linda Newman Woito, City Attomay ~ Intedm "Assignment of Responsibilities" in the City Attomey's Office 1. Zoning Questlone With respect to zoning questions which arise from the Department of Housing and Inspection Services, please direct your questions to Sarah Holecek, Land Use Attorney. I believe this is the way matters already stand, as zoning issues have traditionally remained with the "Land Use Attorney." 2. Community Development Because Sarah is already heavily involved with considerable District Court litigation, in addition to her traditional "land use" assignments, First Assistant City Attorney Anne Burnside and I will be assisting Community Development-- until I can hire a new attomay to fill Patricia Cone-Fisher's position. As you know, Patricia left our employment, due to personal and medical reasons. I trust the "interim period" will go smoothly, and all three attomeys still remain available to help you -- although we still like Uone major attomay" assigned to various areas, divisions and departments. Thank you for your attention to this matter. cc: City Council City Manager City Attorney's Office staff Assistant City Manager City Clerk Karin Franklin, PCD Director Inw~inte~im2.mmo City of Iowa City MEMORANDUM Date: December 29, 1994 To: Chief R. J. Winkelhake, Police Department; Doug Boothroy, Director of Housing & Inspection Services Department From: Linda Newman Woito, City Attorney ~ Re: Interim "Assigned Areas of Responsibility" for Police and H&IS Departments As you know, Patricia Cone-Fisher is no longer working in the City Attomey's Office, due to personal and medical concerns. In the interim and before I can hire another attorney, I wanted to let you know that First Assistant City Attorney Anne Burnside will be representing and defending the Police Department and H&IS Department, as needed. Of course, all attorneys in the Office are prepared to answer your questions -- but we still like to have "one major-assigned attorney" for each area or department. I trust this will be of some assistance to you, and please do not hesitate to contact us if you have any questions. cc: City Council City Manager City Attorney's Office s. taff Assistant City Manager. City Clerk Inw~interim.mmo JM'r CORPORATZON T~GET SEIZES NT-8 City of Iowa City MEMORANDUM Date: December 29, 1994 To: Chief R. J. Winkelhake, Police Department; Doug Boothroy, Director of Housing & Inspection Services Department From: Linda Newman Woito, City Attorney ~ Re: Interim =Assigned Areas of Responsibility" for Police and H&IS Departments As you know, Patdcia Cone-Rsher is no longer wprking in the City Attorney's Office, due to personal and medical concerns. In the interim and before I can hire another attorney, I wanted to let you know that First Assistant City Attorney Anne Burnside will De rapresenting and defending the Police Department and H&IS Department, as needed. Of course, all attorneys in the Office are prepared to answer your questions m but we still like to have "one major-assigned attorneyn for each area or department. I trust this will be of some assistance to you, and please do not hesitate to contact us if you have any questions. cc: City Council City Manager City Attorney's Office staff Assistant City Manager City Clerk Inw~interim.mrno City of Iowa City MEMORANDUM Date: To: From; Re: December 27, 1994 Honorable Mayor Susan M. Horowitz Members of the City Council Linda N. Woito, City Attorney Use of Chapter 419, Code of Iowa "Conduit Financing~ I was recently asked a number of questions about the water plant project and City financing. Specifically, the question came up as to whether Section 419.14, Code of iowa (1993) prevented the City from using the proceeds from Chapter 419 funds to condemn property. I spoke with Bill Noth, our bond counsel in Des Moines, Iowa, and he explained the use of Chapter 419, Code. This state law is entitled 'municipal support of projects," and is known as 'conduit financing" -- meaning that a city sells bonds, enters into a loan agreement with an organization (usually a not-for-profit project such as a hospital), loans the money to the not-for- profit project, and the funds must then later be repaid to the city by the terms of the loan agreement. By way of explanation, Chapter 419 "conduit financing" previously was referred to as"industrial revenue bonds." In other words, Chapter 419, Code of iowa has no application whatsoever "to city utility enterprise rates or funding," which is the water plant as well as the water treatment connection project. Rather, Chapter 384, Code of Iowa governs the City's Increase of their City utility rates, as well as the issue of general obligation bends. This question may come up at the next City Council meeting, and I wanted the City Council to have an answer to the question by way of our bond counsel experts in the Ahlers Law Firm in Des Moines, Iowa. I trust this information will be helpful to you, but you may contact me or one of my Assistants if you have any questions. co: Marian Karrl City Clerk Stephen Atkins, City Manager Dale Helling, Assistant City Manager City Attorney's Office Staff Don Yucuis, Finance Director Chuck Schmadeke, Public Works Director Ed Moreno, Water Superintendent ~g~OnduiLrnmo City of Iowa City MEMORANDUM Date: December 29, 1994 To:Counci, From: Karin Franklin, Director, P Re: Tree preservation At a recent Council meeting, Councilor Kubby asked where the preservation of significant individual .trees and review of the existing tree regulations were on the Urban Planning DIvision's work program. I responded that these items were not on the work pingrein and it was my understanding that the sensitive areas overlay ordinance was to preclude considerallon of specific tree preservation ordinances. At the work session on January 2, I would appreciate clarification of the Council's wishes regarding this issue. The final report on the Heritage Tree Program is included in your packet as a refresher. There was some question during the discussion of Councilor Kubby's question of whether the Heritage Tree Program would fulfill the goal of preservation of individual trees. Please direct your attention to page 2 of the report, # 1 under Outcomes. The Program to date has been one of identification of trees and education about trees. It does not appear that the Program will provide any assurance that trees will be saved. It does provide a database in certain neighborhoods for preservation, maintenance, and replanting of trees on a voluntary or regulatory basis, depending upon the Council's initiative. bc4-2 ~Z~AL RBI:'OR~ Beptember 28, 1994 The Heritage Tree ProTram of Iowa City has completed a 100% inventory of trees on public lands in ~hree of the city's oldest ne~g.~,orhoods -- Goosetown, Longfellow, and No..r~hs. ide, and in the ci=y owned cemetery, Oakland Cemetery. In add~tion, two other reas not originally included in the grant-application were nv~pt°r£~d 77 ~lu? Grove (home.of Iowa's first governor) and oo~law~ (a n~s=orlcal resident~al area). Pro~ossl In our grant application, we indicated .~hat there were ~hree phases for the Heritage Tree Program -- design of the inventory, conduct of the inventory, and development of a master plan. By completing the inventory by the contract conclusion date, we are exactly on target. This is a summary of our work: Desian of the pro~ect. January - March 1994. Kate Klaus, a design professional, consulted with the professional arborist, Leon Lyvers, and the City Forester, Terry Robinson to design the inventory. She used city plat maps to devise data collection instruments and to oreate packets for block sections in each of the four target areas. (Only t~ees between the sidewalk end the street or especially notable trees on private property were to be recorded.) Trained citizen volunteers used the packe~s to record data about each tree in their assigned areas. Detailed instructions were included with the da~a sheets, as were pencils, a tape measure, a badge which identified the volunteer as part of the program, and a tree identification book. A sample of the packet, for the Longfellow neighborhood, (with completed inventory forms) is included with this repo.rt. Trainin~ of volunteers. March - April 1994. Botany Professor Jeff Schabilion, a member of the Longfellow neighborhood, worked with Kate Klaus to design and conduct three training programs (one in each neighborhood) for volunteers. Dr. Schabilion taught attendees how to identify tree species by using the book provided. ~rs. Klaus taught volunteers how to use the data sheets. Coordination of the. inventorF. April - August 1994. A coordinator for each of the four target areas was named. Coordinators distributed the assigned packets to pairs of volunteers in their area. They also seL-~ed as contact persons for questions and finished the inventory in areas which volunteers were unable to complete. Coordinators were responsible to collect packets from the volunteers and return them to Mrs. Klaus· Conductins the inventory. May - August 1994. Volunteers completed the inventory of trees in a tptal of 159 block sections. Coordinators collected the packets, and rock,hem to Mrs. Klaus, who checked to see ~hat they were complete. Mrs. Klaus then got the data sheets in proper form for the professional arborist, Leon Lyvers. Mr. Lyvers, working with volunteers, astessed and recorded the health and maintenance needs of each tree noted on the data sheets. In all, approximately 5500 trees were inventcried. Data entrY. August - November 1994. The project received a database computer program from Iowa State University Extension Service which was modified for our use. The painstaking process of entering the data for each of the approximately 5500 (est.) trees logged -- location, species, circumference, interference with buildings or wires, and health and maintenance information -- is on-going. The data entry is continuing for the other five areas and is expected to be completed by the end of the calendar year. As of the date of this report, the Oakland Cemetery data has been entered, and a sample of the printout from Oakland is provided with this repoz~c. The program will be modified to print out the data in the most forms for our purposes -- master planning for maintenance and planning, and educational efforts. The Heritage Tree Project was enormously successful in Some of these Ou, toomeso ways far beyond its initial expectations. accomplishmerits are: 1. Springboard for future.urba~ forest activities. The data which we have, and which w~11 be further processed by the software program, form an excellent basis for future work on the urban forest. The City Forester can use the data to plan maintenance, removal, and planting of some of ~he oldest trees in the city limits. Heritage Trees of Iowa City will use the inventory as it embarks on the third phase indicated in the grant application -- creating a master plan for future tree plantings in the four target areas, using neighborhood advisory groups to devise the plan and to identify private and public funds to purchase replacement stock. We will also use the inventory as the basis for educational activities (see below). 2. Private sumport. The inventory could not have been completed without the interest and dedication of many Iowa Citians. In all, approximately 135 volunteers worked on the project, putting in a total of 2088.25 volunteer hours. Citizen volunteers logged hours by attending the training sessions and by walking the neighborhoods and recording tree data. Substantial professional hours were also volunteered -- 616 hours contributed by Kate Klaus in designing the project; 50 hours by Nancy Seiberling in community organizing; 89.25 hours by arborist Leon Lyvers, shove and beyond his time paid under the grant; 200 hours (estimate) by Anne Burnside for data entry; and 31 hours by botanist Jeff Schabilion; 30 hours for administration by Beth Gauger, and 15 hours for grant administration by Linda McGuire. In all, we estimate that the value of volunteer services totaled $32,440. 3. P~blic awareness and education. The dedication and enthusiasm of the volunteers was one of the most hear~ening outcomes of the project. The volunteers were literally put in touch with the urban forest through their close examination of each tree, "hugging" the tree by measuring its circumference, and noting its "vitals" on the data sheet. We heard many positive comments from the volunteers, such as "Now I can't go by a big tree in to~ without looking at it with a new awareness and appreciation." We are excited that we have created a core of citizens for future community forestry projects, such as a program for persons to donate a "tree" as a memorial for loved ones, or a "tree walk" which encompasses some of the oldest or most unique or beautiful specimens. Finances. The attached budget form indicates the cash expenditures and matching in-kind contributions. A second sheet gives explanation for each of the line items. Since we had never before conducted such a project, we underestimated some line items and overestimated on others. The resource shortfall of $569.15 will be covered by sources of funds other than this grant. Report prepared by Linda McGuire Respectfully submitted, Nancy Seiberling,' Project GREEN Coordinator Heritage Trees of Iowa City September 28, 1994 Attachments~ Sample inventory packet for Longfellow Neig~rhood Budget, explanation, and accompanying documentation Oakland Cemeter~ data sheet (prel~minar~ sample) City of Iowa City. MEMORANDUM TO: City Manager and City Council FROM: Steven Nasby, Associate Planner~.~/ DATE: December 29, 1994 RE: Greenview Manufactured Housing Park At your informal meeting, on December 19, 1994 several issues were raised r~arding the proposed Greenview MHP. Below is additional information which we hope will clarify some of the issues. 1. HUD's Income Terminology HUD is now classifying any household under 80 percent of median income as low income and potentially eligible for some assistance. Within this low income classification are several subcategories. For your information, an income table showing income levels and terminology is attached. The information presented in this table is calculated for the City of Iowa City on an annual basis by HUD, and annual adjustments are generally made in May or June. 2. Iowa Cily's Financial Support otHousi~lg Affordable to Low Income Residents The City of Iowa City has supported affordable housing programs for many years, often through HUD funding such as the Community Development Block Grant, HOME Investment Partnership, and Public Housing and Section 8 programs. In response to your question on how much oftbase funds are directed to extremely low (30% median or less) and very low households (50% median or less) we have put together some general information regarding this distribution by income category. The following is a rough estimate of the funds expended from 1990-1994. (The total number of units and funds expended in items a~ h, and i are aggregated for this five-year perioa[) Renters by Type of Assistance ~ a. Housing Acquisition 16 units b. Rental Units: New Construction48 units c. Rental Rehabilitation 18 units d. Section 8 Housing Assistance4175 units e. Section 8 New Units 63 units Income Level Assistance Extremely Low and Very Low $ 145,000 Extremely LOw and Very Low $ 180,000 Extremely Low and Very Low $ 180,000 Extremely Low and Very Low $16,500,000 Extremely Low and Very Low $ 5,840,000 Owners by Type of Assistance f. Sycamore View 6 units g. Downpayment Assistance 8 units h. Owner-occupied Rehabilitation186 units i. ESA Sinai! Repair 197 units Low $ 85,000 Low $ 19,000 Very Low and Low $1,203,000 Very Low and Low $ 63,000 Amount Expended by Income Group Extremely Low and Very Low Very Low and Low Low Income TOTAL $22,845,000 $ 1,266,000 $ 104,000 $24,215,000' * Please note that these figures do not include assistance to the emergency shelters and housing for spedal needs populations, most of whom are extremely low income persons. 3. Comparison of Density at Greenview MHP and Ben Aire MI-1P As discussed at your meeting, the conditions placed upon this project by the Planning and Zoning Commission requires that the Greenview MI-IP be developed at a density no greater than RS-5, which is the predominate single-family zone in Iowa City. By comparison the density of Ben Aire MI-IP with 416 units on approximately 55 acres is 7.56 units per acre, an RS-8 density. 4. Number of Lots at Fair Market Rent The current proposal requires 116 pads to be reserved for households residing in the floodplain and/or low income households. This number was initially arrived at during the formulation of the llYP and had to do with our expected funding souroes. Also, to have a mixed income housing project it is important to have a range of incomes and not to focus too heavily on the very low income groups. For example, the Low Income Housing Tax Credit (LIHTC) program funded by the federal government uses two income tests (20X50 and 40\60). These two tests are for the number of units that must be occupied by low income households. The 20~50 test requires that 20 percent of the total number of units must be occupied by households whose incomes are under 50 percent of median and the remainder of the units may be occupied by households of any income. The LIHT¢ program is set up like this to encourage mixed income affordable housing developments. With the Greenview MHP proposal we are seeking a target of lower incomes at a rate of approximately one-third. (i.e. a level near the middle of the LIHTC requkaments.) The other two-thirds of the pads would be open for rent to any household regardless of their income level. Bob Wolfs income figures for Modem Manor show a likely range of incomes between 50 percent and 100 percent of median income. This mix of incomes should make this development very comparable to manufactured housing parks like Modem Manor. 5. Targeting LowerIncome Groups and Rental Units As discussed on December 19, there was some interest by Council in l, aving a few rental units within Greenview MI-IP and targeting the 116 lots to households with incomes lower than 80 percent median. We have talked with Mr. Wolf and he can commit to having six rental units at this time. Providing this type of rental housing requires a substantial up front cost for the purchase of the units. There is a possibility that more rental units could be incorporated into this development, however, Mr. Wolf is still working out the eeono~c feasibility of this type of rental housing. Targeting very low income households for this deveinpment is possible; however, targeting a very low income population may skew the mixed income nature of this project. We would recommend that ifs change in the target population is to be made that the new target population be h6useholds below 65 percent of median income. 6. Cost Breakdowrt ofthe Public Contribution to the Greenview MI-IP Project The following is a listing of the estimated costs involved with the capital projects discussed at the December 19 work session. The far fight column ( in italics) includes those items which staff feels are needed for the Greenview MI-IP project to proceed. Extension of Sycamore Street Burns to the City Limits City Limits to Sycamore "L" Sycamore "L" to Wastewater Plant Site $ 943,000 $ 769,500 $ 837,000 $ 857,000 Extension of Water Main (~ity Limits to Wastewater Plant Site $ 233,000 $ 255,000 Flood Funds Federal Flood Funds Committed to the Project $ 420,000 Total $2,782,500 $1,490,000 As development occurs along south Sycamore Street, a portion of the capital improvement expenses shown for this project will be recovered. 7. What Benefits the City Receives in Returu The City, as a partner, will be receiving many benefits from the Greenview MHP project. For our investment the public receives the following: 1) 116 relocation sites for households living in the floodplain and\or low income households; 2) affordable housing opportunities for approximately 350 households; 3) an estimated $1,420,000' return on investment; and 4) extension of Sycamore Street to the Wastewater Treatment Plant Site\Soccer fields. * [The return on Investment was calculated by using the difference between the Fair Market Rent and the proposed market rent over time, multiplied by 116 lots.] HUD income Designations for Eligibility for Assistance Household 0-30% Median 0-50% Median 0-65% Median Size Extremely Low Very Low (Poverty) 1 $ 9,870 $16,450 ~ 21,385 2 $11,280 ~ 18,800 ~ 24,440 3 $12,690 $ 21,150 $ 27,495 4 $ 14,100 $ 23,500 $ 30,550 5 $15,240 $ 25,400 ~ 33,020 0-80% Median LOW # $ 26,300 ~ 30,100 $ 33,850 $ 37,600 $ 40,600 Formerly called "moderate" income Dece~er 10.1994 become a bigger bottle-neck and through". · Dear Ms. Klingaman: Recieved your letter dated November 14,1994 informing us of the plan to install a pattern of traffic stop signs in this neighborhood. It amazes me that anyone would sign their name to such a frivolous epistle. The problem is being attacked at the wrong location. The problem is the traffic control signal at First Ave. and Muscatine Ave. It could be set to move traffic faster.Allow right turns on red,allow left turns on green and have the lights change from yellow one way to green the other way without all the lights going to red and hesitating. Also have opposite lights go green even if traffic is sensed in only direction. This traffic light is so frustrating that I will use it only if I have to travel east on Muscatine Av. Since the stop signs have been installed I find I can cut-through both north or south to First Ave.with only one additional stop signs,but all the other intersections are protecting me with stop signs. If anything,it is easier than slowing at each intersection to check for cross traffic. There is no doubt in my mind that this system will increase alley traffic. It's not hard to figure out that a shot through an alley will bypass a stop sign.We have always had some cut through traffic in our alley. I'm sure this will increase,I would rather have it in the streets. Your "traffic engineers" have lost sight o~ the fact that their job is to provide a means to move traffic,not restrict it.There are nunerous other intersections in this City of Iowa City which need attention,such as a stop sign at a "T" intersection where a right or left turn is always clear because of other traffic controls. It comes down to the fact that the less time in which each trip can be completed,the less traffic is on the streets at any given time,the less traffic,the easier it flows. Let the public choose the best route,they know better than someone in a planning office. If your plan would work as you desire,the First Ave.-Muscatine Ave. intersection would force drivers back to "cut- Philip ~otka 1908 "G"St reet 52240 4t)9 N. Gilbert Strut Io~a City. Iowa. 52245 November 18. 1994 Ms. Murcia Klingaman Neighborhood Services Coordinator Civic Center 410 E. Washington Street Iowa City. IA. 52240.1826 RE: Northside ncighborhoed traffic control Dear Ms. Klingaman: I have received your letter or November [4th outlining the (apparently) Council-approved traffic control experiment for the Northside neighborhood. If [ understand your letter correctIx'. the purpose of ~ is to discourage "cut-through traffic" in the neighborhood. although it is not spelled ~ut exactly which streets motorist~ are to be discouraged from using (and v, hich streets to use instead-presumably ~he rimjot streets). Looking at the map. [ see both good and bad ideas. but nothing that seems to be relevant to the apparent purpose. NormalIs', low-volume intersections in residential ureas are best left uncontrolled. Given the high residential turnover in the south,vest part of this neighborhood. however. some of the new stop signs at 4.leg intersections are probably worthwhile. But a stop sign on the terminating street at "T" intorseetious? It should be clear enough who has to yield the fight-of. way. Is them an accident problem at these locations? I also do not understand w~, Gilbert Street traffic is now proposed to yield to Fairchild. Gilbert is a major street, so this would contradict the apparent propose o£ discouraging motorists £rom using the'local struts. {Again. is there allother pmb10m at this location not stated in your letter?) Given the higher traffic volume on Gilbert. this change could lead either to widespread non-coml~liance with the signs, or increased noise and air pollution from more braking and accelerating. {I suspect a combination ofboth will occur. which could create a safety hazard due to the differences in travel speeds Created.) I generally rail to se~ how re-arranging stop signs ~,ill have the desired impact on driver behavior. It might bc more effective {albeit more expensive) to install street divertors, add speed humps (ns opposed to the "bumps" on many commercial driveways), or even planting trees at curbside to give the impression of a .'.'narrower" street. But traffic signs aren't ~e. either. Basides the installation (with flashing lights to get 'l~eople's attention that there is a change). the city will have to adequately maintain them or face potential liability problems. That's why it's often better to not fix things that may not really be broken. I would be intorestcd in receiving a copy of the comments and data collection referred to in your letter next May. Sincerely. Sam Oranate Mr. Jim Brachtel. Traffic Engineering Iowa City Council members November 28, 1994 Ms. Marcia Kli~gaman City of Iowa Clty 410 E. Washington St. Iowa City, IA 52240-1826 Dear Ms. Klingaman: Thank you for your letter of November 14, 1994. Our family supports these plans and hopes they will be made permanent. I would like to draw your attention to additional problems on North Gilbert Street near the 900 block. As you may know this area is zoned single family and houses many children. Hig~ speed traffic taking.a "short cut" around Dubuque and the very steep graae poses a aangerous situation for residents as well as motorists. In the ten months we have lived here we have seen numerous accidents at the corner of Gilbert and Kimball as well as at the steepest part of the grade. Icy conditions in the winter and high traffic during the school year compound this situation. I am very concerned that a serious head on is inevitable. I would appreciate the city studyinq possible solutions for this problem. It appears to me that Dubuque wa~ d~slgned to take traffic from the interstate into the downtown area and that a single family area should not be a main artery for commute traffic. Solutions could be a~.si~p%e.9? ins~911ing a three way stop at Gilbert and Kimball or more compllca=eo llKe making the 900 block two seperate cul de sacs. Thank you for your attention to this matter. Very~ruly-~Q~s, 919 ~. Gilbert Street Iow~ City, IA 52245 h-~51-6950 w-354-8897 .j 12/5/94 Marcia Klingaman, Neighborhood Services Coordinator City of Iowa City Civic Center 410 East Washington Street Iowa City, Iowa 52240-1826 Greetings, I am writing concerning the recent installation of several stop signs in the Longfellow/Creekside area. I am generally pleased about having these signs in the neighborhood. I have only been a resident of this area for a little over one year, but even as I was moving my belongings from another part of town, it became quickly apparent that many of these intersections were quite dangerous. Residents or others who used neighborhood streets generally failed to slow down when approaching these unmarked intersections. I had several close calls, both in my vehicle and on my bicycle. This was particularly true for the intersection of Seventh and F Street/Jackson Avenue. It seemed that traffic on F/Jacksen took little notice of either Seventh Avenue or the street change. ~,\~ I wonder, however, about the placement of a few of the new signs. First, a sign was placed on the west side of G Street at Sixth Avenue. G Street is blocked by the'creek between Sixth and Seventh, so the sign effectively applies to only one residence (maybe two depending on ff they park on G rather than Sixth). Placement of a sign at this location does not relate to the purpose of reducing cut-though traffic and, therefore, seems to be an inefficient use of funds. Second, though it is in keeping with the overall pattern, I wonder about the placement of two stop signs on F Street at Fifth Avenue. Since Fifth ends at F, it would seem more logical to place one sign on Fifth, rather than two on P. I suspect that there is a fair amount of cut-through traffic on F (see above) and removal of these signs would provide a three-block distance with no stops. Even so, the new stop signs at Seventh should slow traffic down. In addition, since this portion of F Street is part of the Seventh Avenue bus route it may unnecessarily slow down the buses. (On the other hand, the bus on that route usually stops on Friendship for several minutes, so it may be able to afford the extra time.) While my comments refer to two specific intersections, a quick look at the map you sent shows. there to be several other intersections where similar concerns apply. In removing such signs the City might save the cost of a half-dozen or more signs. Sincerely, 1715 G Street Iowa City, Iowa 52240 Date: To: From: Re: Johnson County Caundl of Governments 410 E ~c~sl~jton St December 22, 1994 JCCOG Urbanized Area Policy Board Brad Neuman ,n?Solid Waste Management Planner Update on Outdoor Billboard Advertising Promoting Recycling I met with Bruce Ragan of the Ragan Outdoor Advertising Co. to discuss free outdoor billboard advertising for recycling. Ragan has agreed to donate billboard space for promoting recycling when he has unused space available, similar to what he does for nonprofit organizations. However, we will need to pay the printing cost of the billboard ads. Ragan estimated wewill need five postere per year, based on the average free space available each year. Ragan recommended a three color poster for small billboards: Each would cost approximately $175 to print. Each poster can be used only once and would be guaranteed to be displayed for at least one month. Five posters would give us at least five months of advertising if space is available. Ragan will do hand painted overlays on the posters for advertising specific event dates. The total cost for five small billboard posters will be approximately $875. I have received approval from the iowa City City Manager for funding this program with landfill funds. I will be working with Ragan Outdoor Advertising to produce the posters. Let me know at the January Board meeting if you have any suggestions on particular areas to be emphasized on the posters. Thanks. cc: Steve Atkins Floyde Pelkey Jeff Davidson DATE: TO: FROM: RE: City of Iowa City MEMORANDUM December 21, 1994 City Council Marian K. Karr, City Clerk Meeting Schedule for 1995 1995 JANUARY FEBR UA R Y MARCH APRIL S M T tit T F S S M T tit 7' F S S M T tit ?' F S S M 1' iV T F S , 2 4 ~ 7 I 2 ~ I 2 ~ I I~ 8 W 20 21 12 I;~lf 16 17 18 12 i;~lf 16 17 18 9 Ifi 12 I~ 22 2~ 24 2f 26 27 28 19 20~22 21 2.1 2f 19 20~22 21 24 2~ 16 I~ I~ Iq 20 21 22 MAY JUNE JULY AUGUST 28 2 I 25 2(, 27 28 29 10 S M T W T F $ S 4 i~Y T F S M I 2345 2 3g~ 6 7 8 6 7 9 I0 Ii 12 910 1213141513 ! 6171819 16 i 9 20 21 22 20 21 22 2~ 24 2~ 26' 23 24'~"26 27 28 29 27 2~ 2fi~0 3I 30 31 SEPTEMBER OCTOBER NOVEMBER DECEMBER City of Iowa City MEMORANDUM Date: To: From: Re: December 29, 1994 Mayor and City Council City Clerk Council Work Session, December 19, 1994 - 6:55 p.m, in Council Chambers Mayor Susan Horowilz presiding. Council present: Horowitz, Baker, Kubby, Lehman, Novlck, Pigott, Throgmorton. Staff present: Atklns, Helling, Woito, Karr, Franklin, Davidson, Milkman, Nasby. Tapes: 94-132, Side 2; 94-144, All; 94-145, All. REVIEW ZONING MATTERS: Reel 94-133, Side 2 ITEM NO. 5 - PLANNING AND ZONING MATTERS. Settin; a public hearin~ for Jan[~arv 3, 1995, on a resolution to annex an 80 acre tract of land, known as the Lanaenberq tract, located southeast of Sycamore Street and east of the Pleasant Valley Golf Course. (Greenview/ANN94-0007) Franklin noted that discussion is scheduled as a separate agenda item. In response to Kubby, Franklin stated the 80 acre tract of land is now called Greenview. Settin.q a public hearincl for January 3, 1995, on an ordinance amendin; the Zonln; Chapter by chanaln(l the use re.qulations of an 80 acrs tract of land, known as the Lanqanber.q tract, located southeast of Svcamora Street and east of the Pleasant Valley Golf Coume from County RS, Suburban Residential, to RFBH, Facton/Built Houslnq Residential. (Greenvlew/REZ94-0012) Set nq a public hearincl for January 3, 1995, on an ordinance amendin~ the Zonlncl Chapter bv chancllnq the use re¢lulatlons of 61.96 acres of land located south of Whisperinq Prairie Drive from RS-8, Medium DensiN Slnt31e-Familv Residential, to RFBH~ Factory Built Housinq Residential. (REZ94.0014) Kubby asked staff to review the 1-5 (or 5-1) Planning and Zoning Commission vote as stated In the comment. Franklin stated staff will present information prior to Council'e January 3 meeting. Council Work Session Decei'nber 19, 1994 2 de Settinq a public hearin(] for January 3, 1995, on an ordinance amendin(3 Zonine Chapter Article N,, Off-Street Parkin(3 Reeuirements, Section 14-6N.1B1 specifvine construction materials for recluired hard-surface ~arkine areas. In response to Council, Franklin stated she will contact Planning and Zoning Commission and HIS regarding the exemption of single family from the ordinance requiring hard surface parking areas. Settine a public hearinq for January 3, 1995, on an ordinance amendine Zonin~ Chapter Section 14-6E-6Cl to clarify the densiN re(~uirament for dwelline units in the CB-2, Central Business zone. Public hearinq on an ordinance to vacate a ~ortion of Waterfront Drive located south of Hi(~hwav 6 and west of the CRANDIC Railread ri.qht-of-wav. (VAC94-0007) PCD Assistant Director Jeff Davidson presented information, Amendment to the Zonine Ordinance chan~ine the use regulations of RM-12 zoned properties located clenerallv alonq Fairchild and Davenport Streets between Dubuque Street and Dodqe Street, and in the 200 block alone Bloomin.qton Street from RM-12, Low Density Multi-Family Residential to RNC-12, Neighborhood Conservation Residential. (REZ94-0015) {'Second consideration) Amendment to Cib/Code Section 14-6E-7, to re.qu ate the location of parkine spaces In the Central Business Support Zone (CB-5). (Pass and adopt) Resolution certifyira3 to the State Treasurer of Iowa the actual ;3opulation of annexed territow .qenerallv known as the South Wastewater Treatment Plant, located south of the southem comorate limits, MANUFACTURED HOUSING PARK: Reel 94-132 PCD Director Franklin, Community Development Coordinator Milkman, Community Development Planner Nasby, and City Attorney Woito presented information about manufactured housing park plans, Manufactured housing park developer Bob Wolf responded to questions. Council requested information about the demographic profile of the kinds of people who would live in the manufactured housing park; the kinds of jobs available; transit service; rental units; smaller units; 50% median income information; RS-8 density; community center; longer lease period; and the list of costs directly attributable to the manufactured housing park, Franklin stated staff will provide additional information at Council's January 3 public hearing, In response to Kubby, City Attorney Woito stated she could work with Franklln to better inform the public about the City's RFP process. Staff direction: revised 113195 Council Work Session December 19, 1994 3 TOWNCREST RELOCATION UPDATE: Reel 94-144, Side 2 PCD Director Franklin and Community Development Planner Nasby presented information, Franklin stated staff will provide council with monthly updates, Staff direction: OUTDOOR CAFES: Reel 94-144, Side 2 City Attorney Woito, and City Clerk Karr responded to questions regarding sidewalk cafes and outdoor service areas, Council requested staff to prepare information about what is needed to make sidewalk cafes more likely to occur in the CB-10, CB-5 and CB-2 zones; contact area business people who have shown interest in developing sidewalk cafes; and consider a lottery system to allow x amount of sidewalk cafes in the downtown sidewalk area, hours of operation, employee training, single serving containers, and no 2 for 1%, Staff dlrectlon: Staff will meet to discuss regulations and get input from Design Review at their meeting on January 23rd, as well as local businesses, Information should be to Council at their last meeting in January, (Karr) COUNCIL MEETING SCHEDULE: Reel 94-145, Side 1 Council agreed to the following meeting schedule: Janua~ 2-- Janua~ 3-- January 10-- Janua~ 16-- Janua~ 17- January 23-- January 24-- January 26-- January 30-- January 31- February 6-- February 7-- February 13 - Council Work Session (6:30) Formal Meeting (7:30) Council Budget Discussion (6:00) Council Work Session (6:30) Council Formal Meeting (7:30) Council Budget Session (6:00) Joint City/County Meeting (4:30) Chamber Banquet Council Work Session (6:30) Council Formal Meeting (7:30) Water Forurn/Tentative Council Budget Discussion (6:00) Council Work Session (6:30) February 14 - Council Formal Meeting (7:30) February 21 -- Council Budget Discussion/Tentative (6:00) February 27 - Council Work Session (6:30) February 28 - Council Formal Meeting (7:30) Council Work Session December 19, 1994 4 City Manager Atkins stated he will package together staff responses to current water and wastewater proposals by February 1, and prepare ways to distribute that information to the public. Council suggested that public information include forums; large and small group prasentations, question and answer sessions, Press. Citizen insert, live TV shows, call-in PATV programs, published schedule of events related to water and wastewater plans, public library bind- er/information booklet, Press. Cfflzen advertisement, press releases, and distributing copies of the Press Citizen water insert at the public library. Novick requested that a committee be set up to meet with congressmen Harkin, Grassley and Leach. COUNCIL AGENDA/TIME: 1, Reel 94-145, Side 2 (Agenda Item #3E) (3) -- (Civil Defense Siren). Novick requested that information about once a month testing be incorporated In the easement agreement. (Agenda Item #6 & 7 -- River erosion control project). In response to Kubby, City Manager Atidns stated he will inquire about the university's plan for erosion control. Kubby noted that the university has scheduled a January 4 meeting with their consultant to discuss their erosion control plans: Horowitz noted the rules committee needs to convene an open meeting to consider recommendations regarding remaining terms for board and commissions. (Agenda #17 m Broadway Apartment Public Emergency). City Clerk Karr stated a resolution declaring Broadway a public emergency has been added to Council's Formal Agenda, Meeting adjourned at 10:20 p.m. c~erl~c~12-19.b~f Council Work Session December 19, 1994 TOWN( F RELOCATION UPDATE: PCD Directo~ Franklin stated Staff direetlon: 3 and Community Development Planner Naaby provide council with monthly updates. Reel 94- Side 2 information. OUTDOOR CAFES: City Attorney Woito, outdoor service areas. ity Clerk Karr responded to Council requested staff to likely to occur in shown interest in developin! sidewalk cafes in the downtown containers, and no 2 for 1% ~bout what CB-2 zones; cafes; area, houl Staff direction: Staff will meet 1 meeting on January 23rd, as well as last meeting in January. (Karr) COUNCIL MEETING SCHEDULE: Council agreed to the following January 2-- January 3-- January 10- January 16- January 17- January 23-- January 24-- January 26-- January 30-- January 31 February 7. February February Februa 28- Council Sessi~ (6:30) Formal Council Work Session :30) Cour Formal Meeting ':30) Session Meeting Banquet Work Session, Formal Meeting Water Forurn/Tentative Council Budget Discussion Council Work Session (6:30) Council Formal Meeting Council Bud Council Work Session (6:30) Council Formal Meeting (7:30) Reel 94-144, Side 2 sidewalk cafes and make sidewalk cafes more area business people who have a lottery system to allow x amount of ployee training, glass only get input from Design Review at their Information should be to Council at their Reel 94-145, Side 1 (6:0O) TO: Steve Atkir~s, City Manager FROM: RE: DATE: R.J. Winkelhake, Chief of Police Police Pursuit December 16, 1994 Police pursuits are covered by a Department General Order which provides guidelines for officers. The General Order states the Departments' position as: Law violators shall be apprehended whenever it is feasible under existing conditions. An officer should, however, terminate his/her involvement in pursuit whenever the risks to his/her own safety, or the safety of others, outweigh the danger to the community if the suspect is not apprehended. Pursuits should not normally be continued through areas of heavy traffic congestion, in residential areas, through school zones, or in other situations where there exists a high expectation of injury or death. 2. Officers shall weigh' the seriousness of the violator's suspected Crime against the potential for death or injury and the duration and overall distance that may be traveled if the pursuit continues. The order outlines the officers responsibilities in the following language: Pursuit driving is one of the most dangerous tasks police officers are asked to perform. Death or permanent injury to police officers or citizens can result without warning. The seriousness of the possible outcome of pursuit commands a police officer to weigh many factors when deciding whether or not to chase in the name of the citizens he is serving. Some of the specific questions officers must ask themselves when deciding whether or not to pursue include: 1. Does the seriousness of the crime warrant a chase at unsafe speeds? .... 2. What is the possibility of apprehension? ' · Supervisors should intervene and correct any incorrect assignment or misuse of police personnel involved in a pursuit. The Watch Commander will assure that sufficient patrol strength is maintained within the City for routine service calls. The order also advises of limitations which follow the Code of Iowa Chapter 321, Section 231, The order also outlines Procedures for the officer to follow during a pursuit. The procedures are as listed: · Pursuits should be initiated only when a law violator clearly exhibits the intention of avoiding arrest by using a vehicle to flee. · Communications shall be advised at all times of the progress of the pursuit by the pursuing vehicle. 1. Location 2. Direction of travel 3. Pursuit speed 4. Description of vehicle and occupants (if possible) 5. License number (if possible) 6. Nature of offense (Most serious crime for which occupants are wanted) 7. Any additional information available Officers, when approaching an intersection where signal lights or stop signs control the flow of traffic, shall: 1. Decelerate and be prepared to apply brakes. 2. Enter the intersection only when it appears to be safe and at a reduced speed. 3. Resume pursuit speed only when safe. When using emergency lights and siren, the officer is requesting the right-of-way and DOES NOT have the absolute right to disregard a red traffic light or stop sign. RULES COMMITTEE MEETING JANUARY 3, 1995 7:00 PM CITY MANAGER CONFERENCE ROOM AGENDA Review membership requirements for Design Review Committee Review Parks & Recreation by-laws Unexpired terms U S. Depar~ment of Transportation Federal Aviation Admlnlstratlon Central Region iowa, Kansas, M ,ssouri, Net)raska 601 E. 12th Street Kansas City, Missouri 64106 0£(3 0 199 Susan M. Horowitz, Mayor City of Iowa City 410 E. Washington Street Iowa City, IA 52246 Dear Mayor Horowitz: Iowa City Municipal Airport Iowa City, Iowa AIP 3-19-0047- Airport Master Plan Update We have received the preapplieation for a Master Plan Update and it is receiving favorable consideration for an Airport Improvement Program Grant in FY-95. Until Congressional release occurs, however, a grant will not be offered and, therefore, we recommend that public release of this information wait for congressional release of the pending grant offer. The scope of services and contract for the Master Plan have been reviewed and am acceptable, but the contract should not be executed until after the grant offer is signed and approved by our office and by the City of Iowa City. The formulation of this project must be carried forward with diligence so that a Grant Agreement may be executed and the project commenced at the earliest feasible time. In order to get this accomplished we suggest that the City submit an original and three copies of the Project Application by January 23, 1995. If in the lXOe, e~ it becom~ app.a,-'ent that die 'above date cannot be met, please advise me in writing. Failure to meet the above date could result in our withdrawal of a recommendation for funding. A copy of this letter is being furnished to the Air & Transit Division, Iowa Department of Transportation, for their information. 2 If you have any questions regarding points raised in this letter, please contact me at telephone number (816) 426-4'/38. Sincerely, Supervisor, Planning Section IDOT - Harry Miller, Des Moines Ronald O'Neil, Airport Manager HONORARY PRESIDENTS OFFICERS DIRECTORS MODEL U,N. YOUTH SYMPOSIUM SPONSORS Iowa Division United Nations Association of the United States of America 20 E. Market Street, Iowa City, Iowa 52245-1728 Phone and FAX: (319) 337-7290 EcoNet: unaiowa December 1994 Dear Friends of the UN: UN at 50: Preferred Futures for the United Nations, will be a Midwest transnational symposium to be held at The University of Iowa April 12-14, 1995. The program will explore how the United Nations can meet the challenges of militarism, human rights, poverty and the global environment in the 21st Century and how individuals can be involved in this process. This will be an unprecedented opportunity to explore complex global issues that challenge the world in which we and our children must live. International, national and midwestern presenters, participatory working sessions, a UN50 Reception at The University of Iowa Museum of Art, and a program featuring Central Africa Musicians, the Drummers of Burundi, at The UI Hahchef Auditorium for the Performing Arts, will all be a part of UNat 50: tYeferred Futures for the United Nations. We would welcome your participation and encourage your involvement in this unique educational program which will particularly emphasize vision and change for the United Nations between 1995 and the Year 2010. If your organization or institution would like to cosponsor this event, please so indicate on the enclosed sponsorship form. Your organization/institution will be listed on the program brochurc. [n order to include your name on the printed brochure scheduled to be mailed in February, we ask that you reply to this request no later than january 5, 1995. Sponsorships received after that date will be acka~owledged in the printed program to be distributed at the April symposium. For the last 50 years, the United Nations has been working to prevent conflict, promote human rights, economic and social development, and preserve the enviromnent. The Fiftieth Anniversary is, therefore, a time not only for reflection on the achievements and difficult lessons of the past, but also for charting a course for the United Nations in today's post-Cold War world of profound historic changes. Your visible support of this program will be welcomed and appreciated. ,..~incerely, Project Director UN AT SO: PREFERRED FUTURES FOR THE UNITED NATIONS A Transnational Symposium on militarism, human rights, poverty and the environment Commemorating the $0th Anniversary of the United Nations The University o£ [owa Iowa City, Iowa April 12-14, 1995 UN AT $0: Preferred Futures for the United Nations is the premier Midwest visonary educational program celebrating the $0th Anniversary of the United Nations and exploring the potential to deal with the ever- widening array of global issues that are beyond the ability of any single country or nation state to solve. A s an organization created in 1945 to maintain world peace and security and work for social progress, the United Nations is confronted today with escalating demands and inadequate resources. The UN of the Future Designed to include and appeal to multiple audiences and encourage diversity of viewpoints, this program will enable midwesterners from all walks of life to work together toward a common goal: a reinforced and renewed United Nations fully capable of meeting rising demands and expectations of this world body and able to peacefully manage change in such a way that all countries and all peoples derive benefits in the 21st' Century. UN AT $0 UN AT 50: Preferred Futures for the ginited Nations will focus on these transnational issues: · How can the UN meet the challenges of militarism, human rights, poverty and the global environment in the 21st Century, with particular emphasis on vision and change between 1995 arsd the year 20107 · How can individuals assist the UN to meet the foregoing challenges? Among the many presenters are: Keynoter: Stephen Lewis, former Permanent Representative of Canada to the United Nations Charlotte Bunch, Director, Center for Women's Global Leadership, Rutgers University Kenneth K.S. Dadzie, High Commissioner to the Court of Saint James from Ghana Hilary F. French, Senior Researcher, Worldwatch Institute Robert C. Johansen, Joan B. Kroc Institute for International Peace Studies, The University of Notre Dame *Jim Leach, Co-Chair. U.S. Commission to Improve the Effectiveness of the United Nations Saul H. Mendlovitz, Co-Director, World Order Models Project B.G. Ramcharan, Political Advisor, Intl. Conference on the former Yugoslavia, Palals des Nations, Switzerlar~d Sir Shridath Ramphal, Chair, Commission on Global Governance, Geneva, Switzerland Burns H. Weston, Associate Dean, International and Comparative Legal Studies, The University of Iowa *Pending tegtslative Calendar Sponsors The United Nations Association of Iowa; The University of Iowa Program on International and Comparative Law; The Stanley Foundation, Muscatine; UNA-USA, New YorkThe World Order Models Project, New York; The Iowa Humanities Board and the National Endowment for the Humanities and over 60 cosponsors. Please post and/or share this announcement. Program brochures will be available February 1995. Contact: Iowa Division, UNA-USA, 20 E. Market St., Iowa City, IA. 52245-1728 (Phone and FAX: 319/337-7290) unalowa@igc.apc.org. UN AT 50: PREFERRED FUTURES FOR THE UNITED NATIONS THE UNIVERSITY OF IOWA IOWA CITY, IOWA 52242 April 12-14, 1995 I WISH TO BE LISTED AS A COSPONSOR: ORGANIZATION: (This exact lisO_ng will be used in the brochure/program) INDIVIDUAl; MAILING ADDRESS:. SIGNATURE AND TITLE (If appropriate) TELEPHONE: PLEASE CHECK APPROPRIATE CATEGORY: [] SPONSOR: [~ DONOR: [] CONTRIBUTOR: [] FRIEND: $!,000 and above $500to$999 $100to$499 Under $100 No contribution required. [] Please send information on exhibit space. Please make your check payable to Iowa Division, UNA-USA. January 5, 1995 to: IOWA DIVISION, UNA-USA 20 E. Market Street Iowa City, IA 52245 Return by the Colossus Innovation in managlng wastewater is at a standstill in the U.S.--as a d/tea remit of our en~ronmental la~s. That somewhat outrageous thought cannot be proven, but it can certainly be examined, and it is urgent that we do so. Some time this year, before or after the presidential election, Congress is ex- pected to consider changes in the Clean Water Act, the law governing wastewater management policy in the United States. If the law needs fixing, the time to move is now. In all its various incarnations since its first p~.age in 197'2, the Clean Water Act has relied on what economists call "command-and-control" ragxflation. In such laws, the rag~lator-4n this case, the federal government--sets spedtic star,- dards, then forces the discharger to oh. serve them by threat of fines. court orders, or criminal prosecution. In their simplest and most enforceable fo~e form the Clean Water Act takes~these laws are technology-based. Standards are derived fi'om whatever the state of the err can deliver. All comers must meet that explicit standard, which is known to be feasible. The scheme is attractively suaighffor- ward. Because the same standard applies to all, it seems fair. Enforcers know pre- cisely what to enforce, and indusuies and municipalities know precisely what they need to do. Because of this clarity, corm mand-and<ontrol legislation gives results ]ohn J. otami A radical proposal to olean up the Clean Water Aot: essnomic Incentives. As it ateride now, writan e Hopklna englneeF, the &~t dl~ouragoe new technology, very fast--as it has with the Clean Water Act. Twenty years and tens of billions of dollars after its passage, dramatic irm psovement shows in the nation's water. The difficulty is that in the fi~ngrange, technol~ laws have a subtle but disastrous impact on the technology it- self:. They impede progress, because they reduce both rapply and demand for new and improved methods. They stall tech- nology wherever it was at the time the law was passed. Consider the generic case of technol- ogy.based command-and-control, from the demand side. You own a factor; a standard has been sot, and you must meet it. Obviously, you are likely to buy whatever the regulators had in mind when they set the standards, because even if you find something better and cheaper, you have to pout it meets the standard--a difficult tasL Even the best bureaucracy gets committed to whatever it worked out so laboriously. Suppose you even have an idea for something that will make your factory far su~0ass the standard, pethal~ emitting no pollutant whatsoever. Still, you are not likely to pursue it_ The law sets a single stanclzad; factory owners have no incerr five to do better. Or look at it from the rapply side, sup- posing you are an inventor. Your only customer, in effect, is the federal bureau- cr'acy, which has its own agenda. And if the bureaucracy does accept )'our new technology, and bases a new standard on it, you're worse off yet The process goes into the public domain, open to all, and your profit evaporates. In a technology-hazed system, then, it is hard to imagine how significant inno- vation can realistically occur. The U.S. Environmental Protection Agency {EPA) attempts to promote new work, but it is working within a system that encourages only diddling improvements on existing I believe that the Clean Water Act has brought about a stalemate in water qual- it)' control. Firms in Japan and France are finding dramatic advances in treating waste. Yet in the U.S., cities and factories are stir essengaily using--are st///requ/zcd to gM--th~ technology of the earl}, 1970s. A second major problem with tech- · nology-based comrnand-and.¢ontrol regulation is, paradoxically, a defect of its greatest virtue: that 'fair," dear, enforce- able, uniform standard. The fact is that water quality problems are anything but uniform, so the match is Joh., Hop~i,~ ~e · J~e 1~2 poor between any given technology and the range of problems. For example, de- gradable organic matter depletes dis- solved ox~en, a major concern in riven, but rarely a problem in the ocean. Phosphorus boosts ~he growth of algae in lakes, but excess nitrogen is more likely to do so in estuaries. By ap- plying the same standards for ever/case, we do too litde in many areas. Yet else- where these uniform regulations force Ollefou~ and unnecessary expense. It is as if we were to require every household to prepare every meal for four people, regardies~ of how many people live there. Some households would be spending a lot and throwing food away, while in others people would be stan4ng. This problem is inherent in the nature of uniform standards. It does not matter precisely what the standards are:/fthey are standard, implementing them will lead to overcontrol in some cases, undercontrol in others. Partly as a ~sult of undercontrul, many believe that U.S, vrater quality problems are not being solved, or not solved fast enough. The San D/~o D/bane (December 10, 19[}0) reports "long-term damage" from 285 million gallons per day of treated sewage discharged over a 100~nile stretch of Southern California coastline, Shella,h beds have been dosed due to bacterial contamination, while swimmen routinely complain o£ earaches and rashes. Similarly, the Washin~o~ Po~t (December 29, 1991) has described a five-year study concluding that parts of Florida's cond reef are dying at the rate of 10 percent each year. Among other causes, the study cites agricultural runoff and pollution from wasreciter treatment plants, as well as land use changes near the coast. In the Chesapeake Bay and other estuaries, even as governments struggle to reverse the trend, aquatic veg- etadon is disappearing, and the numbers of fish and shellfish continue to drop. Undercontrol can be rectified by addi- dunal, quality.based restrictions, forcing polluters to meet higher standards in the ~roubled areas. Undercontrol, given ex* isring legislation, can be fixed. Overcon. trol, however, cannot. Even where it is known that the law requires more than is needed, technology-based command- and-control ragxdadons offer no way to make exceptions. This drives up costs. Wastewater management is, of course, cosfly. In 1987, water pollution control costs for the nation were estimated by the EPA at $49 billion annually; they are expected to increase to more than $82 billion in the year 2000 (both figures stated in 1992 dollars). These costs are now appearing at the consumer level. The National Gonsumer Law Center, a Boston nonprofit advocacy group, re- ports that Boston water and sewer bi~ have risen 39 percent in two years as the costs of cleaulng up Boston Harbor be- gin to be phased in. Now averaging $500 per family per year, water bills in Boston are expected to climb to $1,600 per year by the year '2000. Already, water shutoffs for nonpayment have tripled in the city, to about 1,200 in 1091. SO the billions spent on control--and overcontrol---are adding to the woe~ of U.S. cities. These high costs, in turn, are danger- ons to the environment, because they damage the political will-to-do. Any elected offi~ can allow costs to run only so high. Not only are coastal ecns}~toms often more fa'agile than inland ones, but more people live there. Some data from the National Oceanic and Atmo- spheric Admint.~aation: · People in U.S. coas~l areas: 110 ion, or 45 percent of the tu~ · Commercial and industrial wastes released inw coastal v~rs: ~.2 billion · Tx~aent of those waste: Vatlea from ex~emely sophi~cated to none (nonpoint pollution--see p. 45) · Major f~od speciea that live or breed in estuaries: ~almon, shad, crabs, o~.~ters, clams · Economic value of e~tuarine<le- pendent fisheries in 1989 (excluding Alaska): $2 billion · Total annual value of coastal re- lated industries (commercial, recre- ational fi~hing, tourism, etc.): $40 billion --.~B Finally, technology-based regulation has the defect of focusing attention on "the end of the pipe.' Both discharger and regulator work on treating the vraste, given that the ~raste exists; they do not think about putting less waste into the pipe. Yet in the case ofindnstrlal wastes, great gains might be made by changing products, raw materials, or processes so as to generate less waste to begin with. The EPA strenuously promotes these changes, but the law prmides no incen- tive, and so litfie happens. Eliminating waste might be cheaper than ~eatment. and failure to do so may well be the wont defect of technology. based regulation. We are increasing the total pollutants our grandchildren's chil- dren must manage, or fail to manage, in their water, M,y contention, then, is that technol- agy.hased, uniform raguhfion has taken us as Par as it can. In 1972, it was a speedy and effective way to approach a genuine crisis. To persiJt in this ap- proach now, however, can only mean ever-morocnstiy overcontrol--and, in other places, ever-more-toxic under. control. At this point, the command-and- control form of our laws interferes with environmental progress. Cotmnand-and<ontrol may still be a useful legislafve tool, but should no longer be the only tool. What to do? First, wherever water quality problems penist, new regulation should be re- gional, ecosystem by eco .system, and should be quality-based. For instance, the entire drainage area of the Chesapeake Bay should be regulated as a unit to pro- tect the uses and ecosystems of the Bay, regardless of standards applied else- where. For each region, standards could either be tagged to hmv much effluent is okay, or could specify. how clean any ef- fluent must be in various respects. Or regulaaons could spell out standards that a body of water must meet after waste en- ters it. according to highest use--most pure for drinking, say. All this is more difficult, polificaliy and economically, than technology-based laws, but it is cer- tainly feasible. Such unified management will allow maximum improvement for a given cost. In addition, we should modi~/our pr--~ent forms of regulation, adding a se- des of economic incen6ves for voluntary action. In some European river basins, for the past 40 years, such incentives have taken the form of"effluent taxes,' in which industries and municipalities pay a "tax' for the pollution they emit. ffciean- ing up the effluent is cheaper than pay- ing the tax, emitters clean up. To lessen pollution, the regulator raises the tax. F.~uent taxes are a ve~/effective to cona'ol pollution, beca,.tse emitters seek the most control at the least COSL Since they are able to work in a way tai- lored to their pa~ic-lar circumstances, there is less cost to pass through to con- smen. So compared with command- an&control, effluent taxes get the same results for less cost--or better results for the ~me cost. Effluent taxes would be hard to imple- ment in the United States, however. The notion that companies and cities have some 'right* to emit pollutants, at no cost, has been well ing~ined by the nation's history. ALso, the word 'tax' is politically unacceptable to Americans. At both the state and federal level, such pro- posah have been consistently defeated. A better economic instrument for the purpose would be Trad~b!e. Discharge Permits (TDPs). In this policy, the go~ eminent issues permits to discharge a particular amount of a paulo dar pollut- ant, for a certain length of time. Once the permits have been distributed, they can be bought and sold. Already, the U.S. has seen some lirw ited local use of TDPs for water quality problems. They've been used to control paper mill wastes in the Fox River, W'~ cousin. In air emissions, trading has been allowed, in specific circumstances, tbr more than 15 years, and has worked fairly well. And the recently revised Clean Air Act employs TDPs as the major means to reduce the nation's sulfur emis- sions by 10 million tons a year. Advantages of TDPs are many. * They encourage technological inno- vation; industries and municipalities would be motivated to seek the best and cheapest new technologies, paid for in part by selling their permits. Industries in which Ueatment remained expensive could buy permits. o Moreover, TDPs encourage innova. tion of all sons--not only in treating v, aste When it faire, or mow melts, the water rinses down fields, forests, roofs, resi- dential layms, paddug lots, and streets. Whatever the water picks up cous~es to the nearest drainage channel--sometimes a stormwater pipe, sometimes a sueam, and rarely a sanitary sewerage system. But it all ends up in the river~, lakes, and coastal waters. This is nonpoint source pollution, and the EPA has stated that it largely accounts for the nation's remaining water quality problems. Nonpoint source poliutlon is a fine mess of cruel From agricultural land come eroded soil, agricultural chemlr-~tq; and animal waite. Urban runoffin- cludes contaminates washed out of city air, sediment, bird and animal feces, tire robber and brake lining material, oil and grease, soluble heaW me~ street lit. ter, fertilizers and pesticides from residential lawns, and countless other~. The gush of stormwater discharges does not last long, but the total quantity of pollutants is very large. One study in California concluded that urban runoff was responsible for one-tenth to one-hair of pollutants found in San Franc~co Bay. Cnlfform bacteria indicate fecal pollution; in Puget Sound. 50 percent of it is believed to come from urban ranoff, with another 45 percent ~rom combined sewer overflows. The 'first flush' at the beginning of stormwater flow is the most contains. nated--much like an equivalent quantity of untre~,ed sewage. But in the c~se of nonpoint source pollution, the waste generally remaln~ untreated. .-~ at the end of the pipe, but also in avoid- ing waste. ffyou are a manufacturer, TDPs will motirate you to reduce pollu- tion by redeaignlng your products and manufacturing methods. · Improvement will not stop, because incentives do not disappear until dis- charge reaches zero. · TDPs give excellent convol: The government can control the level of pol- lution by issuing more permits, orby itself buldng permits to force more dean-up. Environmental groups could buy the per- mits, too. (One caution: As experience with utilities has shown, industry will lobby inteusively to keep permits a cor. potate perk, unavailable to government and environmentalists.) · Like effluent taxes-but more ac- ceptably, and more controllably--TDPs achieve the most effect for the lowest to- tal cost. There can be no doubt that the Clean Water Act has semed this country well. ha the 20 years since its passage, rapid deterioration of water quality was halted, even in the face of continned growth in population and economic It is not adequate to the challenges of the next century, however. Some loca- tious, including much of the urban coastal area, continue to worsen. Popula- tion continues to grow, and business and industry continue to emit ever more toxic residnaln. Pollution increases in our aquifers, the natural underground reser- volts on which many parts of this nation rely for drinking water. Clamping down harder with uniform standards, using th~ technology of 20 yean back, will not solve these problems. It will only hackfire, by raising costs to unacceptable levels. Rather, we must improve our technol- ogy and be more flexible in our stan- dards. We must revise the Clean Water Act to add regional quality-based goals, backed by economic incentives. John J. Bdand is a pm]'e~or in the Depart- men. t. of Geography and Environmental Engi. ne~n~ u~th a special~ in ma~ resource economi~s and enoironra~ntal policy. He is cfiain'ng a National Research Council Co~ mitt~ on Wasteumtor Mana~aent in Udmn repraents his oton long-hdd opinions, not any JohnlHopkimM~,~n- · Jtmelg~ 45 IO0 To: 10~ CI]Y CLERI( From: Jim flaircamp 12-21-~4 8:37aa p, 2 of' 3 dohmon County Stephen P, Lacina, Chairperson Joe Bolkcom Charles D. Duffy Palricia A. Meade Don Solar BOARD OF SUPERVISORS December 22, 1994 FORMAL MEETING 1. Call to order 9:00 a.m. Agenda 2. Action m: claims 3. Action re: informal minutes of December 13th recessed to December 15th and the formal minutes of December 15thl 4. Action re: payroll authorizations 5. Business from the County Auditor. a) Action re: permits b) Action re: reports 1. Clerk's November monthly report. 2. Sheriff's quarterly report of fees collected. c) Other 6. Business from the Assistant Zoning Administrator. a) Final consideration ofappl/cation Z9409 of Donald Lacina. b) Other 913 80?rH DUBUQUff ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 To: [0~ crPt CLERK From: Ji~ Ha~arca~ 12-21-g4 B:3?a~, p. 3 oF 3 Agenda 12-22-94 Page 2 7. Business from the Planning Assistant. a) Discussion/action re: the following Platting application: Application S9475 of Dorothy G. Rebal Estate, signed by Dean Beranek of MMS Consultants Inc., requesting final plat approval of Rebal's First Subdivision, a subdivision located in the W 1/2 of the NW I/4 of Section 6; Township 80 North; Range 5 West of the 5th' P.M. in Johnson County, Iowa Crhis is a 54ot, 81.35 acre, residential subdivision, located between Iowa Highway 1 NE and Dillohs Furrow Road hiE, approximately 1/10 of a mile north of the intersection of Iowa Highway 1 NE and Dillons Furrow Road NE in Newport Twp.). ...~ b) Other .... 8. Business from the County Attorney. ' a) Report re: other items. ' :'-' 9. Business from the Board of Supervisors. " a) Action re: accept low bid of $245,739.57 from Peterson Contractors, Inc. for Johnson County Project STP-S-5203)-SE.52 and authorizing chairperson to sign contract bonds for project. b) Action authorizing chairperson to sign "DOT Agreement for Federal- Aid Surface Transportation Program Project" for Johnson County Project STP-S-5203)-SE-52. c) Letter from Penny Davidsen, Chairperson for Compensation Board regarding elected officials salaries/discussion. d) Other 10. Adjourn to informal meeting. a) Inquiries and reports from the public. b) Reports and inquires from the members of the Board of Supervisors. c) Report from the County Attorney. d) Other 11. Adjournment. Iol From: J~a Hav~rc~a~ ]2-22-94 Z:28pm p, 2 oF 3 To: I0~ CITV Cl[~ Johnson Count,.' Stephen P. Lacina, Chairperson $oe Bolkcom Charles D. Duffy Palficia A. Meade Don Sehr BOARD OF SUPERVISORS December 27, 1994 ' ' INFORMAL MEETING 1.. Call to order 9:00 a.m. Agenda 2. Review of the informal minutes of December 20th recessed to December 22rid and the formal minutes of December 22nd. 3. Business from the Director of S.E.A.T.S. a) Discussion re: b) Discussion re: c) Discussion re: d) Discussion re: S.E.A.T.S. 6ffice hours. subscription rides. sale of vehicles. suggestions from the Johnson County Task Force of the Heritage Agency on Aging. Other 4. Business from the County Engineer. a) Discussion re: right-of-way necessary for project L-D4-3 located in NW comer of Johnson County. b) Discussion re: setting letting date for Project L-D4-3. 5. Business from the Board of Supervisors. a) Discussion re: b) Reports c) Other 913 SOUTH DUBUQUE FI'. P.O. BOX 1350 boards and commissions. IOWA CITY, IOWA 522411-1350 TRE:(319)3564~00 FAX: (319, ,$64086 t01 To; ZO~ CZ~ CLEI~ Fro;: J~.= Hawrcall~ 1~-~Z-94 2:2§pa p. 3 of 3 Agenda 12-27o94 6. Discussion f~om the public. 7. Recess. Page 2 Iol To: I0~ CZTY CLERK Fr~m: Jia Ha~pcaa0 12-28-94 8:21am p. 2 oF 3 Jobturin Count,' Stephen P. Lacina, Chairperson $o¢ Bolkcom Charles D. Duffy Patricia A. Me, ado Don Schr BOARD OF SUPERVISORS December 29, 1994 FORMAL MEETING I. Call to order 9:00 a.m. Agenda 2. Action re: claims 3. Action re: informal minutes of December 20th recessed to December 22nd and the formal minutes of December 22rid. 4. Action re: payroll authorizations 5. Business from the County Auditor. a) Action re: permits b) Action re: reports Discussion/action re: resolution transferring ~om General Basic and Rural Services Basic to Secondary Roads: d) Other 6. Business from the County Attorney. a) Report re: other items. 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 59944-1350 TEL: (319) 356-6000 To: IO~ CI'W CLERK From: Jim Ha~rca~p 32-Z8--94 8:21am p. 3 of' 3 Agenda 12-29-94 Page 2 Business from the Board of Supervisors. a) Action authorizing chairperson to sign right-of-way contracts:with O-~ry, C-erie and Michael Kloubec for $3,050.81 and with Bill Crozier for $4,133.61. The right-of-way has been negotiated as per county policy and is necessary for Project L-D-6-3. b) Action re: setting lcfiirig date for Friday, February 10, 1995 at 10:00 a.m. at Johnson County Administration Building and authorize County Auditor to advertise for bids for Project L-D-6-3. Action re: Medicaid Home and Community Based Payment Agreement (I-ICBS waivers) for client #1460373J. d) Action re: 8.E.A.T.S. office hours. e) Action re: sale of vehicles. f) Discussion/action re: mending the minutes of December 8, 1994 for Resolution 12-08-94.Z5 approval of Hills insWad of Tiffin. g) Discussion/action re: boards and commissions. h) Other 8. Adjourn to informal meeting, a) Inquiries and reports from the public. b) Reports and inquires from the members of the Board of Supervisors. Report from the County Attorney. d) Other 9. Adjournment IOl To: [0~ CFr~ CLERK From: John~n Court ~,,' Charles D. Duffy, Chairperson Joo Bolkcom Stephen P. Lacina Don Sehr Sally Stutsman BOARD OF SUPERVISORS January 3, 1995 FORMAL ORGANIZATIONAL MEETING Agenda ., 1. Call to order 9:00 a.m. 2. Election of chairperson and vice-chairperson.-': '"' 3. Motion setting meeting days and time. 4. Appointment to the Sixfit Judicial District Department of Correctional Services Board of Directors. 5. Discussion/action re: 6. Adjournment. desi~ation of official newspapers of Johnson County. INFORMAL MEETING TO FOLLOW 913 ,SoIYrH DUBUQUE ~r. P,O. BOX 1350 IOWA CITY, IOWA 5224~-1350 TEL: (319) 35f~o000 FA~ 019) City of Iowa City MEMORANDUM Date: December 28, 1994 To: City Council From: City Manager Re: Water Project - University Over the Intemet, a Mr. Kerry Sesker of the University, i~dlcated the City was in formal negotiations, or at least appeared to imply such negotiations, with the University concaming their water plant and their involvement in our water project. A copy of the Interest is attached. This has set off a flurry of questioning about the City/University involvement. As I have informed some of you, we are discussing with the university a possible relationship in the water project. Attached is a copy of an earlier memorandum I sent to your attention. I have indicated to the University officials that we ~vould do our best to keep this matter low key. Apparently, University employees have chosen to raise this issue. I spoke with Ann Rhodes to express to her my concam and wanted her to be aware we had participated in discussions but n~o formal proposals were currently pending on the part of the University or the City. Far more extensive engineering work would be necessary before any such proposal could be put forth. The University has asked for information from our Public Works staff. The work has not reached a point where we could call our relationship with the University Unegotiations". It is my intent to continue our discussions. We have invited them to be involved. Their motivations I believe are not dissimilar to ours, that is they recognize in the long-term they will need to satisfy the federal regulations concernlng Safe Drinking Water Act and significant new investment will occur at some time in the future in their water plant. CC: tp2-3 Chuck Schmadeke City of Iowa City MEMORANDUM Date: September 29, 1994 To: City Council From: City Manager Re: Water Planning Recently I concluded discussions with and received follow-up correspondence. from Doug True, Vice President for Finance and University Services. Doug is interested in forming an informal team of University and City representatives to discuss possible long-term as well as short-term plans whereby the City and the University could collaborate on the production and distribution of water. While there are to be no specific guidelines, it was Doug's interest that the work proceed quickly with "as little outside clamor as possible." I assume they have some internal difficulties and thereby were not anxious to make this a high profile work effort. Doug has suggested three individuals from the University to participate in this review. I will appoint Chuck Schmadeke, Director of Public Works, Rick Fosse, City Engineer, and Ed Moreno, our Water Superintendent, as City representatives. There appears to be interest in having this work proceed quickly and Doug expressed interest in having some recommenda- tions by the end of this calendar year. While I think we can accommodate the University in our participation as well as an assessment of the possible relationship, we will need to wait and see as to whether the University truly wishes to pursue such a joint relationship. I will keep you advised. CC: Chuck Schmadeke, Director, Public Works Rick Fosse, City Engineer Ed Moreno, Superintendent, Water Division Io3, Date: 21 Dec 94 09:57 CST From: ksesker@cheec-po.oheec.uiowa.edu Reply to: JC-NEWS@INS.INFONET.NET, ksesker@cheec-po.cheec.uiowa.edu To: jc-news@INS.INFONET.NET Subject: University offers Water Treatment Plant to City. Reliable sources at the UI have told me that the University has offered to sell or lease its water treatment plant to the city. I haven't seen any discussion of this in the media or on this list. Has the city given this proposal any consideration? I don't know what the capacity of the UI water treatment plant is but the UI has wells and the treatments and water quality exceeds that currently provided by the city. This would seem to be an alternative worthy of serious consideration. Kerry Sesker, Center for Health Effects of Environmental Contamination (CHEEC) University of Iowa, Iowa City, IA 52242 email: kerry-sesker@uiowa.edu, phone: 319-335-4015, fax: 319-335-4747 City of Iowa City MEMORANDUM Date: December 28, 1994 To: City Council From: City Manager Re: Public Housing Authority - Reserve Position The overall financial condition of the Assisted Housing Program/Public Housing Authority remains substantially unchanged. We conducted further internal audits, and hired an outside accountant 'experienced in review of housing authorities to review the status of the operations as well as the overall financing of our Assisted Housing/Public Housing office. This information is under review. We will provide more formal recommendations in the near future; however, I wanted to let you know of our continued work effort. Many of the employees am concemed about their f. utures and are aware of the intemal reviews are underway. When we have concluded recommendations, we can judge far better the overall impact on our Assisted Housing programs and policies as well as the level of staffing that can be supported. cc: Director of Finance bc3-I To: lOW CITY CLERK From: Jim H4verca[Dp 12-38-94 2-'41pm po Z o¢ 2 ~ Johnson Counb- BOARD OF SUPERVISORS Charles D. Duffy, Chairperson Joe Bolkcom Stophen P. La¢ina Don Sehr Sally Slutsmen January 3, 1995 INFORMAL MEETING Agenda 1. Call to order following the formal organbafionai meeting. 2. Review of the informal minutes of Deeember 27th recessed to December 29th and the formal minutes of December 29th. 3. Business from the Board of Supervisors. a) Discussion re: proposal for videotaping the Board of Supervisors' weekly fo~-Jual meetings from January 12, 1995 through June 29, 1995. b) Discushion re: appointment of Supervisors to various Committees, Boards, and Commissions. c) Reports d) Other 4. Discussion from the public. 5. Recess. 913 ,~OUTH DUBUQUE ST. P.O. BOXI350 IOWA CITY, IOWA 522~t-1350 TEL: (319) CITIZENS' SUMMARY CITY OF IOWA CITY 1996-98 PROPOSED FINANCIAL PLAN CITY OF IOWA CITY December, 1994 City Council City of Iowa City CITY OF I0 WA CITY Re: FY96-98 Financial Plan Mayor and City Council Members: As the Council is aware, for the past two fiscal years, the City has been the subject of a state-imposed property tax freeze. With the preparation of these budget proposals, the freeze legislation is no longer in effect. However, the state government is now proposing a new and permanent reduction in available local revenue, that being the elimination of property tax on machinery and equipment. All signs point to the approval of this legislation and, therefore, we have made the assumption that the current state proposal of elimination of machinery and equipment property taxation will occur and the city's available property tax revenue will be reduced accordingly. Currently, machinery and equipment amounts to approximately 4% of our available property revenue, or $700,000 per year. We understand the state may consider a reimbursement on a declining schedule over a ten-year period. This factor has been incorporated; however, after the ten year phaseout, no further state aid is expected. With the loss of the machinery and equipment revenue, continued expansion of State rollback on residential values, and no increase in other state aid, the General Fund budget has little margin for growth to accommodate the effects of inflation, let alone expansion of public services. These circumstances have lead me to propose a budget plan that is substantially the same level of municipal services we have provided in past years. I believe we can continue current service levels as long as there are no major operational changes. However, we cannot significantly expand any general fund financed services. There are a number of issues pending which will have a bearing on this policy and, specifically, departments have requested approximately $1.1 million in new positi6ns; however, they are for all practical purposes beyond our ability to finance over the long-term. Other circumstances on the horizon may also require additional staffing, such as the Library Board's pursuit of and expansion at the library, a proposed new art/cultural center, the addition of transit routes, the expansion of park land and open space, etc. Other General Fund issues such as the Airport expansion and our need to refinance our housing authority are also expected to challenge our General Fund finances. Our revenues and expenditures have been reviewed in detail and I believe that the current program of services is about the level of public service which can be expected for our community. We are now able and should continue to be able to effectively and responsibly bargain with our employees and fulfill the effects of inflation on our operational expenses. We cannot anticipate any large cash outlay beyond our current commitments from the general fund. General Fund capital expenses will be reviewed and debt financing may be more appropriate. Our pension funds, health insurance, liability insurance and other related reserves are in good condition and allow us to meet our needs for the foreseeable future. loS' The enterprise funds within the operating budgets are substantially unchanged. Notably, the water and wastewater budget have included current rate adjustments; however, final decisions on future rates, timing, and project cost estimates for two major capital projects are pending. These projects directly influence the budget due to changes in operational requirements as well as debt service. The transit budget continues to grow at a rate of expenditures disproportionate to other City services and the subsidy has increased accordingly. The FY96 shows an increase of 9165,004 over FY95 property tax subsidies for the operation of the transit budget. There is cause for concern within the transit budget in that the Clinton administration has proposed an elimination of the federal aid used to support the operational expenses. In that the operations of the transit are substantially general fund expenditures, such increases merely exacerbate our financial dilemma within that fund. The refuse and landfill operations are also substantially unchanged for the purpose of this budget plan, however, it is with the understanding that a number of policy issues are pending. These policy issues ultimately translate into operational expenditures and with proposed expansion of recycling, toxic clean-up, and any related DNR amendments to our landfill permit, these budgets will need to be amended later. The airport fun.d and related operational expenses will be affected by the master plan study under way. It is likely that significant capital expenses will await your decisions in the future as we respond to the master planning process and ultimately the overall renovation of the~ airport. The budget as proposed has the positive benefit of indicating that we are capable of living within the financial restrictions of the state; however, we are not in a position to embark upon any dramatic changes in service levels for our community. As I am sure you are aware, you will receive pressures from various constituent interest groups to increase certain services. With the state restrictions and other potential changes in the federal financial assistance, such as reduction in support for our transit system, we simply cannot pursue major new spending commitments. We have other demands awaiting our financial resources, such as the federal stormwater regulations which are likely to occur on the heels of the water and wastewater projects which are now planned. Water and wastewater can be financed from the revenues generated by the. systems; however, a special utility charge from the general fund appears to be the only option available to us to meet these new stormwater regulations. For a comparison for local property owners, the following summarizes the financial impact of the FY96 budget proposals. A homeowner with an assessed value of 9100,000 in FY95 paid a City'property tax of 9881 on a taxable value of 968,040 (rollback factor of .680404). In FY96 the assessed value of a 9100,000 home will have a taxable value of $67,507 (rollback factor of .675074) and a City property tax of 9879. Business and industry property are taxed at 100% of assessment (no rollback). The tax rate for FY95 was 12.953 for City purposes and is proposed to be 13.021 for FY96. The increases in assessed value vary and thereby direct comparisons from year to year are not available for the purpose of determining average increases. City property taxes amount to approximately 40% of the total property tax bill. This budget plan is not one of significant new issues, challenges or opportunities addressed, but merely one of maintaining our current position. Every effort should be put forth by the City organization and through your policies to maintain the financial strengths we now enjoy. Therefore, we must exercise caution if service expansion is to be considered. Stephe Atki City Manager City of Iowa City, Organizational Cliar t Citizens of [c~a City I Iowa City City Council Iowa Key Airport 8oards ~ C~isslon Commissions Library City City City Board of Attorney Uanager Clerk Trustees oLlbrary ~ Irecto7 Broadband mTelecom~unlcations --Civil Rights -~Equlpment ~aintenance ~ersonnel Administration Irecto~ wAdministration ~Accountlng -~0ocument Services ~Informatlon Services ~urchasing ~Admln./Tralning --Administration ~lre Prevention Assisted --Housing ~ire Suppression _Building Inspect/on Xousing --Inspection ~Adelnistratlon ~BO Ualntenance --Cemetery --Forestry ~overnmamt Bu Ildlngs ---Parks ---Recreation ~Admlnistration ---Community Development --JCCO~ Programs ---Urban Planning . ~conamic Oevelopment. ---41elghborhood Services i~~Operatlons ~Ad~lnlstratlon mAnlmal Control --Community Services --Criminal Investigation ---Emergency C~unications ---Patrol · --Records & Identification c°~CS~iS~enlorCenler oPubllc~ --A~mlnistratlon Energy --Conservation --Engineering --Solid Waste --Streets Traffic --Engineering Wastewater --Treatment --Water to-< FINANCIAL PLAN OVERVIEW The Three-Year Financial Plan (the Plan) is again being used for Fiscal Year (FY} 96 through FY98. This is a one year annual budget that meets state budget requirements and also provides an additional two years of projections as a planning tool for City government. The "Financial Plan Overview" discusses the basis that the financial plan has been built upon. The Financial Plan includes only the operating budgets. The operating budget plan includes "General Governmental Operations" and "Enterprise Operating and Reserve Funds." A separate seven-year Capital Improvements Program budget has been prepared, but is not part of this document. The role of a government's operating budget differs from that ~f 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 informs parties both inside and outside government of its future objectives in providing services to its constituents. The three year plan permits particular emphasis to be placed on property tax levies, user fee projections, 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 provides a means to meet most funding needs at some time within the three year period. The Three Year Plan is a reliable planning document and a management tool. The modified cash basis of accounting has been used for preparation of the Plan because the City maintains its daily accounting records on this basis. T.herefore, revenues are recorded when received, not necessarily when they are earned, and expenditures are recorded when paid instead of when they are incurred. However, a departure from strict cash basis is the fact that the City does not record reimbursements for damages as revenue but nets them against the cost of repairing damages. The Financial Plan summarizes the budget by major category within each division but actual receipts and expenditures are monitored carefully on a line-item basis by the Finance Administration Division and the department head in charge of each division and compared to the budget throughout the fiscal year. Each department head is ultimately responsible for ensuring that the divisions under their control stay within budget. FINANCIAL PLAN ANALYSIS GOVERNMENTAL OPERATIONS General Governmental Operations consist of the General Fund, the Debt Service Fund, the Trust and Agency Funds, Internal Service Funds and the Special Revenue Funds. A. PROPERTY TAX Property tax is the single largest revenue source for the City General Fund, accounting for over 65% of FY96 General Fund revenues. The property tax freeze imposed by the state ends in FY95. The City's property tax requests for FY96 through FY98, including the FY95 certified tax requests, are proposed to be levied as follows: FY95 FY96 Tax Rate Tax Rate Dollars per $1000 Dollars Per 91,000 General 11,548,818 8.100 11,925,033 8.100 Library 384,961 .270 397,501 .270 Transit 1,343,006 .942. 1,398,615 .950 Subtotal 13,276,785 9.312 13,721,149 9.320 Employee Benefits 2,823,912 1.981 2,908,280 1.975 Debt Service 2,376,857 1.661 2,553,886 1.726 Subtotal 18,477,554 12.954 19,183,315 13.021 % Chge from prior year 7.5% 0.5% 3.8% 0.5% Ag. Bldgs. & Land 6,082 . 3.004 6,000 3.004 TOTAL LEVIED .!.8,483,636 19,189,315. FY97 FY98 Tax Rate Tax Rate Dollars Per ~ 1000 Dollars Per $1000 General 12,284,577 8.100 12,837,603 8.100 Library 409,486 .270 427,920 .270 Transit 1,440,784 .950 1,505,645 .950 Subtotal 14,134,847 9.320 14,771,168 ' '9.320 Employee Benefits 3,147,000 2.075 3,340,000 2.107 Debt Service 2,619,322 1.719 3,003,504 1.886 Subtotal 19,901,169 13.114 21,114,672 13.31_____~3 % Chge from prior year 3.7% 0.7% 6.1% 1.5% Ag. Bldgs. & Land 6,000 3.004 6,000 3.004 TOTAL LEVIED 19,907,169. 21,120,672 The property tax levy requested for FY95 is calculated based on the state imposed property tax freeze legislation. FY96 through FY98 reflect levies based on no freeze, The City could levy for Tort Liability but chose not to and pays for this out of the General 8.10 levy. Since the City didn't levy this tax in FY93, the property tax freeze restricts the City from requesting this tax in FY94 and FY95. Following is a schedule highlighting the changes from FY92 through FY95 in assessed value, state rollback, exemptions and taxable assessed value. Taxable assessed value is calculated by applying the state rollback factor to residential value and by subtracting military and TIF exemptions. Leas: Commercial, Exemptions Taxable Industrial & Military & Assessed Description Residential Utilities TIF Values Valuation Fiscal Year 1996 (est.) 100% Assessment (;1,136,298,473 (;716,698,155 - - (;1,852,996,627 State rollback .675074 .... (380,289,305) Loss: Exemptions .... (11,557,395) (11,557,395) Taxable Assessed Value ~ 767,085,555 (;716,698.155 (;(11 ,~57,39~) $1 f479,60:~,883_ Fiscal Year 1995 100% Assessment (;1,089,889,230 (;693,293,279 (;- - (;1,783,182,543 State rollback .680404 None - - (348,324,238) Less: Exemptions .... (9,078,219) (9,078,219) Taxable Assessed Value $ 741.~564,992 (;693,293,279 (; (9,078,219) (1,425,780,052 Fiscal Year 1994 100% Assessment $ 949,139,460 (;651,001,896 (; -- (;1,600,141,356 State rollback .726985 None - - (259,129,258) Less: Exemptions .... 18,591,624) (8,591,624) Taxable Assessed Value $ 690.010,202 $651.001,896 (; (8,591,624) $1,332,420.474 Fiscal Year 1993 100% Assessment (; 925,388,170 (;626,415,370 (; - - (;1,551,803,540 State rollback .730608 .... (249,292,127) Less: Exemptions .... (9,948,833) (9,948,833) Taxable Assessed Value (; 676,096,043 $626,415,370 (; {9,948,833) $(1,292,562,580 Fiscal Year.1992 100% Assessment $ 832,042,560 (;579,546,900 $ - - (;1,411,589,450 State rollback .794636 .... (170,871,586) Loss: Exemptions .... {14,255,105) {14,255,105) Taxable Assessed Value $ 661,170,964 $579/546,900 (;(14,255,105) t~1~22_6~4:62,7~9~ Commercial, Industrial & Percentage Changes Residential Utilities Exemptions Total °FY96 100% Assessment 4.26% 3.38% N/A 3.92% FY95 100% Assessment 14.83% 6.50% N/A 11.44% FY94 100% Assessment 2.56% 3.48% N/A 3.00% FY93 100% Assessment 11.22% 8.09% N/A 9.93% *FY96 State rollback FY95 State rollback FY94 State rollback FY93 State rollback (0.78%) N/A N/A N/A (6.41%) N/A N/A N/A (.50%) N/A NIA N/A (8.06%) N/A NIA N/A °FY96 Taxable value FY95 Taxable value FY94 Taxable value FY93 Taxable value 3.44% 3.38% (27.31%) 3.78% 7.47% 6.50% (5.66%) 7.01% 2.06% 3.48% (13.64%) 3.00% 2.26% 8.09% (30.21%) 5.39% 100% assessed value is estimated to increa.se 3.92% from FY95 to FY96; however, after applying the state rollback factor and exemptions, taxable assessed value is estimated to increase 3.78%. The State does control local growth in taxable assessed value through the rollback factor on residential property. After only a .5% decrease in the rollback factor from FY93 to FY94, the state again, in FY95, decreased the rollback to .680404 or 6.41% lower than the FY94 rate of .72698§. The FY96 rollback is estimated to be .8% lower than FY95. The rollbaok factor -3- Io5' along with the maximum state imposed tax rates in the General '(~.10), Ubrary (.27) and Transit (.95) levies allows the state to control taxable growth Iooally. The General property tax levy totaling 911,925,033 is used in the General Fund to pay for the support of many services, such as police, fire, library, park and recreation services. The levy cannot exceed 98.10 per 91000 of taxable assessed valuation per State law. The Library tax levy of 9.27, which was voted in by a majority of the residents in 1991, will generate approximately $397,501 in FY96. The initial levy was used to expand Library services and this lev~ continues to maintain that level of service. The FY96 transit levy totaling 91,398,615 is 4.14% more than the FY95 amount. The FY96 levy is 91,398,615 and is 4.14% higher than FY95. FY97 and FY98 are estimated at 3% and 4.48% higher than the previous year, respectively. The transit levy is a "general" 'levy for transit use and must be receipted into the general fund and then transferred to transit. The Employee Benefits property tax levy is used for General Fund employer costs of social security (FICA - 7.65%), the Iowa Public Employees Retirement System costs (IPERS - 5.75%), the Police and Fire Pension contributions (17.66%), health insurance, life insurance, disability insurance, worker's compensation insurance premiums and unemployment compensation. In FY94, FY95, FY96 and 'FY97 the City has or will levy the Employee Benefits tax at 92,762,942, 92,921,831, 93,362,528 and 93,650,470, respectively. The Employee Benefits Fund reflects the use of local Employee Benefits Retirement Fund Reserve monies to fund part of the employer share of the Police/Fire pension contribution, approximately 9502,000 was used in FY95 and in FY96, FY97 and FY98, 9595,000, 9682,000 and 9696,000, respectively. The Debt Service (DS) 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. The I~Y96 levy increases to 92,553,886 from 92,376,857 in FY95. The levy is projected to increase to 92,619,322 in FY97 and 93,003,504 in FY98. New debt issues to pay for the cost of repairs and renovation to streets, bridges, recreation buildings, etc. in FY95, FY96, FY97 and FY98 are 98.5 million (DS-91.4 million), 94.4 million (DS-91.9 million), 96.5 million (DS-96.3 million) and 94.4 million (DS~93.0 millionl, respectively. GENERAL FUND REVENUES Overall, General Fund revenues in F¥1996, 1997 and 1998 increase approximately $1,000,000 each year. FY96 revenues are approximately $26.1 million or 4.3% greater than FY95. General Fund revenues are summarized into nine major categories. The analysis of each category follows: Pro~)ertv Taxes -- This includes the General (8.10), Transit (.95) and Library (.27) levies. The property taxes as proposed are at the maximum allowable rates. FY86 property tax revenues totalled 913,727,149 or 3.3% greater than FY95. FY97 is projected to increase by 3% and FY98 by 4.5%. Transfer: Eml)lovee B~nefits Law -- this property tax revenue source is receipted in the Employee Benefits Fund and then transferred to the General Fund to pay for benefits of employees (employer share of FICA, IPERS and Police and Fire Pension contributions; health premiums, etc.). FY96 transfers totalling $3,326,447 are approximately 2% greater than FY95. -4- Road Use Tax - This is a gas tax that is received by the State of Iowa pa. id to the City on a per capita basis, receipted into the City Road Use Tax Fund and {hen transferred to the General Fund to pay the actual costs of the Traffic Engineer and Street Division less other revenues received by these divisions. Starting in FY9§ an additional transfer to the General Fund to fund a new forestry position will occur. This new position is directly related to the maintenance of City street right-of-way. State Fundinn -- The revenue sources that come from the State of Iowa consist of state aid, personal property replacement tax and bank franchise tax. Except for the bank franchise tax, the State remits these revenues to the City in two equal installments, one in December and the other in March. All three of the revenue sources are budgeted at approximately the same amount as actually received in FY94 and reflect no increases in future years, Charqeback of Services'- This revenue source consists of administrative charges to the Enterprise Funds (Ex.: Water, Parking, Wastewater, etc.) for services provided in the Finance and Public Works Administrative Divisions, us(~ of the Document Services Division, use of Central Services, Cable TV transfer to the Library and in FY95 a new chargeback was added for the City Attorney Division. Fines, Permits and Fees - This category includes quite a variety of different revenue sources. The largest are Recreation fees, building permits and inspections, parking and library fines and magistrate court fines, Overall this revenue category is budgeted at approximately the same amount as FY94 and reflects very small increases in future years, Contractual Services -- included in this revenue line item is the contract for Fire Department services provided to the UniversiW of Iowa. Johnson County contracts with the City for the use of the Library and Senior Center for residents who live outside the City limits of Iowa CiW but within Johnson County, Hotel/Motel Tax -- This revenue is from the 7% hotel/motel tax that is assessed to those establishments within the city limits of iowa City. Actual receipts are allocated as follows: Police Patrol {50%), Convention Bureau (25%), Mercer Park Aquatics (15%) and Parkland Fund (10%}. The 10% amount that goes to Parkland Fund is further broken down into Acquisition (7%} and Development (3%). All Other Income - The largest two revenue sources in all other income are interest income and transfer of parking fines to the General Fund. -5- CITY OF IOWA CITY GENERAL FUND REVENUES BY MAJOR CATEGORY FOR fiSCAL YEAR 1994 THROUGH 1998 10000 GENERAL FUND RECEIPT TYPE 1) PROPERTY TAX 2) TRANSFER: EMPL BENEFITS LEVY 3) ROAD USE TAX 4) STATE FUNDING: STATE AID (formerly Municipal Assistance and Uquor Profits) PERSONAL PROPERTY REPLACEMENT SANK FRANCHISE TAX TOTAL STATE FUNDING 5) CHARGEBACK OF SERVlCF,.S ADMIN EXPENSE CHARGESACK OTHER CHARGES FOR SERVICES TOTAL CHARGEBACKS 6) fiNES PERMITS & FEES RECREATION FEES BUILDING PERMITS & INSPECTIONS PARKING FINES- $5 MAGISTRATES COURT LIBRARY FINES POLICE SERVICES FOOD & LIQUOR MCEN & PERMITS HOUSING PERMITS & INSPECTIONS CEMETERY FEES & CHARGES BUILDING & DEVELOPMENT FEES ANIMAL CONTROL SERVICES TOTAL fiNES PERMITS & FEES 7) CONTRACTUAL SERVICES UNIVERSITY FIRE CONTRACT JOHNSON COUNTY CONTRACT TOTAL CONTRACTUAL SERVICES 8) HOTEL/MOTEL TAX 9) ALL OTHER INCOME INTEREST INCOME MISCELLANEOUS REVENUE MONIES & CREDITS . MIETARY CREDIT LIBRARY-OPEN ACCI~SS LOAN REPAYMENT-UAY TRANSFERS IN-CABLE PROCEEDS FROM SALE OF HOME PARKING FINES TRANSFER TO GF LIBRARY LOAN & TRANSFER GRANT-FEMA REIMI~FLOOD GRANTS-POLICE/SENIOR CENTER TOTAL ALL OTHER INCOME GRAND TOTAL REVENUES FY 94 FY 95 FY 96 FY 97 FY 98 ACTUAL ESTIMATE PROPOSED PROPOSED PROPOSED 12,418,799 13,282,887 13,727,149 14,140,847 14,777,168 3,201,233 3,260,877 3,326,447 3,704,331 3,934,924 2,233,133 2,508,888 2,704,155 2,8.03,540 2,896,350 669,738 600,000 636,000 636,000 635,000 320,267 295,000 320,000 320,000 320,000 139,173 100,000 100,000 100,000 100,000. 1,119,178 995,000 1,056,000 1,056,000 1,056,000 933,399 1,047.400 1,048,000 1,119,660 1,198,161 127,854 139,775 137,731 144,975 152,725 1,081,083 1,187,175 1,185.731 1,264,835 1,348,886 590,387 603.947 581,848 581,848 581,848 457,598 334.775 418,925 418,925 418,925 284,148 230,000 275,000 275,000 275,000 128,723 105,000 110,000 110,000 110,000 216,485 169,300 197,390 200,001 202,795 168,526 42,250 48,250 48,250 48,250 88.603 102,230 83,730 83,730 83,730 95,040 123,250 123,250 123,250 123,250 35,283 30,000 30,000 30,000 30,000 49,010 30,000 46,000 46,000 46,000 83,184 66,200 71,400 71,400 71,400 2,194.967 1,838,952 1,985,793 1,988,404 1.991,198 678,933 654.900 721,000 771,470 825,473 363,601 313,444 373,680 395,604 419,083 1,O42,534 968°344 1,094,680 1,187,074 1,244,536 427,228 400,000 400,000 400,000 400,000 193.364 180,000 200,000 200,000 200,000 99,127 40,985 20,925 20,925 20,925 27,327 26,000 26,000 26,000 26,000 11,441 11,500 11,500 11,500 11,500 42,487 0 0 0 0 82,710 0 0 0 0 25,000 25,000 25,000 0 O 54,299 0 0 0 0 301,965 230,000 280,000 280,000 280,000 0 50,000 50.000 0 0 205,580 0 O ' 0 0 0 11,500 O O 0 1,O43,297 574.985 613.425 538,425 538,425 PERCENTAGE CHANGE FROM PRIOR YEAR 24,741.422 25,015.086 26,093,380 27.063,256 5^ 28,187,487 1.11% 4.31% 3.72% 4.15% C, GENERALFUND*EXPENDITURES The proposed General Fund expenditure budget in FY96 is 926,586,022 and very little change operationally from the FY95 Budget. A comparison of dollars and percentage changes by major classification of expenditure follows: Actual Budget Proposed Proposed Proposed DOLLARS FY94 FY95 FY96 FY97 FY98 Personal Services $15,044,357 916,290,602 Commodities 785,148 946,761 Services & Charges 4,401,486 3,945,591 Capital Outlay 1,085,286 1,252,761 Transfers 2,080,751 3,284,032 Contingency - - 133,155 TOTAL EXPENDITURES .$23,397~O28 916,916,164 918,609,530 919,121,159 922,221 950,793 980,240 4,517,639 4,605,816 4,805,707 1,184,001 943,484 1,O60,757 2,789,640 2,933,996 3,O19,884 256,357 264,048 · 271,969 925,852,902 926,586,022~ .~28,307.667 929,259,716 PERCENT CHANGES Actual Budget Proposed Proposed Proposed FY94 FY95 FY96 FY97 FY98 Personal Services 9.5% 8.3% 3.9% 10.0% 2.8% Commodities 6.5 % 20.6 % (2.6) % 3.1% 3.1% Services & Charges 6.7% (10.4) % 14.5% 2.0% 4.3% Capital Outlay (1.3)% 15.4% (5.5)% (20.3)% 12.4% Transfers (34.3)% 57.8% (15.1)% 5.2% 2.9% Contingency ...... 3.0% 3.0% TOTAL % CHANGE 2,3% 10.5% 2.8% 6.5% 3.4% 1. Personal Services Personal services includes salaries and benefits (health, life, disability insurance and employer share of FICA, IPERS, and Police/Fire retirement contributions. The FY95 budget includes scheduled step increases and an estimated bargained adjustment. 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 are 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 on July 1, 1994, and includes a 3.00% adjustment to wages in FY96 plus any scheduled step increases. Sworn police officers are represented by the Police Labor Relations Organizations of Iowa City. The bargaining unit is composed of all Iowa City police officers. Exempt from the unit are the police chief, lieutenants, captains, sergeants, and other confidential, administrative, supervisory and less than half-time employees. The police -5- I oS' Officers union agreed to a three-year contract that spans July 1, 1994, ti~rough June 30, 1997. This agreement included a 3.0% adjustment to wages in July 1994, 3.25% in January 1995, 2% in July 1996, 2% on December 28, 1996, plus any scheduled step increases in each fiscal year. 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 one-year contract, July 1, 1994, and includes a 3% adjustment to wages plus any scheduled step increases. 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. Approximately ~00 administrative and confidential employees received a 3% adjustment July 1, 1994, plus any scheduled step increases. Commodities Commodities mainly consist of office and cleaning supplies, and maintenance and repair materials for buildings, streets and equipment. Supplies and materials are projected to decrease by 2.6% in FY96 and then increase by 3.1% in FY97 and FY98. Services and Charges Services and Charges cover expenses for liability insurance premiums, Aid to Agencies payments, printing and postage, various service contracts, repairs and maintenance to vehicles, equipment and buildings, chargeback for vehicle use and replacement, and utility costs. FY96 is estimated to increase 9570,000 or 15% more than FY95. The main reasons are reinstatement of the general fund loss reserve payment {9200,000) which was not planned in FY95 due to the property tax freeze; electricity, sewer and water proposed rate increases (975,000); vehicle repairs {930,000); professional services (t~51,000); postal, telephone, and radio communications maintenance (975,000) are some of the changes from FY95 to FY96. The Aid to Agencies budget is partially funded from Community Development Block Grant monies and the remainder funded from property tax revenues in the General Fund. The City Council appropriates money annually to each agency. The FY96 budget is proposed to be 9358,650 ($105,000 CDBG, 9253,650 General Funds). The financial plan provides for a 3% increase in FY97 and FY98. Below is a detailed listing of the agencies funded from FY92 to FY95. Human services received FY96 requests for funding totaling 9433,734. Actual FY92 Big Brothers/Big Sisters 9 28,000 Crisis Center 22,050 Domestic Violence Program 28,400 Elderly Services Agency 45,000 Emergency Housing Project 1,800 HACAP 6,000 Mayor's Youth Employment 33,000 MECCA 13,500 Actual Actual Projected FY93 FY94 FY95 9 28,500 $ 30,000 t~ 31,500 24,900 26,892 29,692 31,400 38,900 42,000 47,750 48,750 51,000 2,000 3,500 5,250 6,000 6,000 6,000 39,691 35,000 35,000 16,000 20,000 22,000 -7- Rape Victim Advocacy Red Cross United Action for Youth Neighborhood Centers ICARE Life Skills Housing Contingency Subtotal LESS: Amount Funded Directly by CDBG Net General Fund Total Actual Actual Actual Projected FY92 FY93 FY94 . FY95 12,000 12,000 12,000 12,000 4,200 4,200 4,200 4,200 46,000 47,000 49,000 50,000 25,000 27,000 42,976 45,000 6,500 7,500 8,500 8,500 -0- 14,844 -0- -0- -0- -0- -O- 15,253 $271,450 $308,885 8325,718 8357,395 (46,O75) (102,535) (105,000) (106~000) 8225r375 $208 350 8220,71.8. 8252,395 4. Transfers Below i.s an itemized listing of actual transfers from the General Fund for FY93 and FY94, the FY95 Budget and Proposed for FY96, FY97 and FY98. Transfers to Actual Actual Budget Proposed Proposed Proposed FY93 FY94 FY95 FY96 FY97 FY98 Transit Levy 81,233,038 81,263,240 81,343,011 81,398,615 JCCOG 116,670 85,292 152,927 98,449 Airport Subsidy 47,100 86,971 109,696 98,650 Transit Subsidy 213,894 213,500 455,600 565,000 River Trail/Bike Trail 0 0 41,808 50,000 Streetscape-Near 0 0 0 50,000 Southside Fire Truck 100,000 0 50,000 0 Replacement Fund Park Renovation/ 10,592 17,761 162,064 65,000 Impr/Replace Park Development 0 0 177,286 117,286 Library A/V 6,000 9,000 6,500 6,500 Replacement Library Cable 4,500 0 3,000 5,290 Channel Replace- ment Library Computer 51,000 14,800 30,000 45,000 Replacement Reserve Library-Loan Repay- O 0 74,480 50,000 merit/Capital Projects Parking 6,000 6,000 6,000 6,000 Land Acquisition 0 1,168 161,200 57,100 Park Development (~ O 24,000 12,000 Civic Center 1,130,091 157,167 376,477 0 Renovation Loan Repayments/ 74,793 177,071 0 0 Animal Control Community Develop- 95,317 23,084 62,983 O ment- Non-Grant 81,440,784 81,505,645 108,594 111,957 113,000 111,000 800,000 840,000 48,192 30,000 50,000 50,000 0 0 65,000 117,286 6,500 5,290 45,000 65,000 6,000 57,1OO 12,000 0 115,142 6,500 5,290 45,000 0 0 0 0 6,000 57,100 12,000 0 0 0 -8- Transfers to Police Patrol Library Reciprocal Borrowing Senior Center - Building Improve- ment Loan Repay- ments Recreation - Capital Projects Fire Dept.-Weather Sirens TOTAL Actual Actual Budget Proposed Proposed Proposed FY93 ,FY94 FY95 FY96 FY97 FY98 3,397 0 0 0 O '0 69,361 0 O 0 0 O 0 0 20,000 30,000 30,000 30,000 3,500 25,697 10,0OO 0 0 0 0 0 17,000 29,250 29,250 29,250 $3,165,25382,O80,7~1_~84,032 $2,684,140 $2,933,99~ $~019,884 5. Contingency The expenditure line item contingency is set at approximately 1% of all budgeted expenditures. The FY95 original budget was 8248,890 the balance at 11-30-94 is 8133,155 as budget amendments have been processed using contingency. FY96, FY97 and FY98 contingencies are set at 8256,357, ~264,O48 and 8271,969, respectively. D. GENERAL FUND YEAR-END BALANCE The City separates the General Fund cash balance into a Pure Fund Balance and a Reserve Fund Balance. 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 Reserve Fund Balance is allocated for Parkland Acquisition/Development, Library Reserves for computer equipment replacement, AV and Public Access equipment replacement, State reciprocal borrowing revenues and Fire Apparatus replacement. 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 1994 through 1998, FY94 FY95 FY96 FY97 FY98 Actusl 8udRet Proposed Proposed Proposed Beginning Fund Balance Receipts Expenditures Ending Fund Balance Less Reserve Balances Pure Fund Balance $ 5,924,365 ~ 7,268,759 24,741,422 25,015,086 {23,397,O28) (25,852,902) 7,268,759 6,430,943 (688,993) (648,193) ~ 6,579,766 ~, 5~782,750 8 6,430,943 8 5,938,301 26,093,380 27,063,256 (26,586,022) (28,307,667) 5,938,301 4,693,890 (676,283! (721,093) 8 4,693,890 28,187,487 (29,259,716) 3,621,661 {711,101) 8 5,262,018 .8 3,972,797' $ 2,910,56(~ The Pure Fund Balance is 28% of expenditures in FY94, and drops to 10% by FY98. Any unexpected deterioration of the City's cash position will need to be monitored closely. Following the Financial Plan Overview are schedules summarizing the General Fund reserve balances. The Pure Fund Balance is used to provide for cash flow in the first quarter of the new fiscal year because the majority of property taxes are not received until October/November and cash balances -9- are drawn down. The following chart sh.ows cash flow needs or how expenditures have exceeded receipts in the first three months of the past eighz years. 3 mos @ Shortfall Sept. 30 Receipts Exoenditures in Recei13ts 1994 (;4,137,291 96,690,150 (92,552,859) 1993 (;3,835,374 96,205,082 ($2,369,708) 1992 (;3,814,379 (;5,686,785 (91,872,406) 1991 (;3,492,693 (;5,348,695 (91,856,O02) 1990 (;2,963,027 94,370,319 {91,407,292) 1989 (;3,373,245 (;4,542,016 (91,168,771) 1988 .(;2,579,141 (;4,375,339 (91,796,198) 1987 (;2,560,239 (;4,574,149 (92,013,910) The pure fund balance at year-end will provide fun~ling for the shortfall. E. DEBT SERVICE FUND This fund provides for the payment of the principal and interest due on general obligation debt of the City. Funding is provided by the Debt Service Tax Levy and abatement transfers from various Enterprise Funds for their capital improvements which were funded by General Obligation Bonds. Debt Service expenses in FY96 through FY98 include proposed bond issues of 94.4 million in FY96, (;6.5 million in FY97, and 94.4 million in FY98. As stated in the City's Fiscal Policy, "Debt incurred as a general obligation of the City of Iowa City shall not exceed statutory limits: presently 5% of the total assessed value of property within the corporate limits as established by the CiW Assessor." The following schedule shows the relation of Iowa City's allowable debt margin and the debt incurred for FY90 through FY98. The total property valuation amounts are actual for FY90-FY94, but are estimates for FY95 through FY98. Total Allowable Debt Debt as % of Property Margin (5% of Outstanding Debt Allowable Valuation Total Pro13ertv Val.) at July 1 Debt Marklin ~FY98 (;1,948,531,710 $97,426,585 923,382,380 24% 'FY97 1,891,778,360 94,588,918 22,359,821 23% 'FY96 1,836,678,019 91,833,900 21,466,530 23% FY95 1,783,182,543 89,159,127 18,331,O31 20% FY94 1,600,141,356 80,007,068 11,433,900 14% FY93 1,551,803,540 77,590,177 13,711,322 18% FY92 1,413,802,243 70,690,112 16,462,582 23% FY91 1,379,028,589 68,951,429 14,985,O00 21% FY90 1,308,653,903 65,432,695 15,1.70,000 23% *Estimate The Fiscal Policy also includes the guideline that "the debt service levy shall not exceed 25% of the total levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the total levy for FY90 through FY98. The levies for FY90-FY95 are certified and the FY96-FY98 are projected levies. {The State will certify the levy for FY96 in June 1995.) -10- Debt ,Total Levy Service Levy As % of Total ~ FY98 13.313 $ .886 14% ~FY97 13.114 1.719 13% 'FY96 13.021 1.726 13% FY95 12.953 1.661 13% FY94 12.889 1.496 12% FY93 12.826 1.541 12% FY92 12.671 2.103- 17% FY91 12.128 2.152 18% FY90 12.028 2.253 19% F. TRUST AND AGENCY FUND The Trust and Agency Fund budgets for JCCOG {Johnson County Council of Governments). The JCCOG fund is an agency fund. The City only acts as custodian for the fund and provides accounting services. JCCOG provides county-wide planning assistance for transportation, human services and solid waste planning. OTHER FUNDS Internal Service funds include the Equipment Maintenance Fund, Equipment Replacement Fund, the Central Supply and Print Shop Fund, the Risk Management Loss Reserve Fund and the Health Insurance Reserve Fund. The Equipment Maintenance Fund provides maintenance for all City vehicles and equipment and rents vehicles to other City departments frown a central vehicle pool. Funding is provided from a chargeback to all departments for the maintenance services and the rentals of vehicles. The Equipment Replacement Fund is used to replace almost all of the rolling stock of all City vehicles, Funding is provided from a chargeback to all departments based on the estimated replacement value at the time of replacement. The Central Services Fund covers the operation of the general office supply inventory, the print shop, copiers, phone communications, mail services, radio maintenance and the FAX machine. Both of these functions are available to all City departments who are charged based upon the services utilized. The Risk Management Loss Reserve Fund accounts for the liability for all funds except the General Fund. All funds are charged based on their loss experience and prorated share of premium. The Health Insurance Reserve accounts for the actual payment of all health and dental claims; Funding is based on premiums based on actuarially sound estimates and charged to each department. The Special Revenue Funds include the Employee Benefils Fu. nd, Community Development Block Grant Fund (CDBG), Road Use Tax Fund, Public/Assisted Housing and Special Assessments. The Employee Benefits Fund accounts for the receipt of property taxes related to employer share of benefits of the General Fund. Transfers to the General Fund are made from here. The CDBG and Public/Assisted Housing Funds account for revenue from the U.S. Department of Housing and Urban Development 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 and is used to pay for street related maintenance and planning, traffic engineering and street related construction costs. ENTERPRISE FUNDS The Enterprise Funds include Parking, Wastewater Treatment, Water, Refuse, Landfill, Airport, Transit and Broadband Telecommunications. These are primarily funded from user fees for services provided with the exception of transit and airport. They receive most of their funding from property taxes, a General Fund subsidy. The other six funds are self-supporting from revenue that they generate. -11- A. PARKING FUND Parking rates were increased last on July 1, 1992. There are no rate increases calculated into the three-year financial plan. Revenues for the three-year plan are flat. Parking fines are receipted into the parking fund to satisfy revenue requirements for Parking Revenue bond covenants. If the bond covenants are satisfied and the cash balance at year end is adequate, the revenue from fines is transferred to the General Fund. Based on the cash balances declining from approximately $1,000,000 at the end of FY95 to approximately $93,000 at the end of FY98, a rate increase to fund operations will need to be enacted sometime within thre~-year financial plan. Parking expenditures reflect no change in staffing or operations. Transfers are approximately one- half of the operating budget. Transfers include the funding for debt payments, parking fines, transfer to the General Fund, parking reserve for ramp repairs and an operating subsidy to the transit operations. B. WASTEWATER TREATMENT FUND The wastewater treatment fund reflects the most recent 35% rate increase enacted for bills on or after March 1, 1995. There are no other rate increases reflected in the three-year plan. Rates will need to be adjusted after the decision is made on a timetable to proceed with constructing the planned wastewater projects. Expenses reflect no new increases in staff in the three-year plan. Transfers are the largest portion of the operating budget, accounting for approximately t~4.65 million in expenses or 62% of the budget. Transfers pay for the debt service on bonds outstanding. Transfers reflect debt service on new issues in 1996, 1997, and 1998. The wastewater portion of those bond issues are $925,000, $1.9 million, and $200,000 in the three-year plan. Otherwise there is no significant changes in operating expenses in the three-year plan as proposed. C, WATER FUND The water fund reflects the most recent 40% rate increase enacted for bills on or after March 1, 1995. There are no rate increases factored in the three-year plan after that. Once a decision is made on the timetable of a new water treatment facility, rates will need to be calculated and factored into the three-year plan. FY98 reflects the addition of lY2 full-time equivalent meter reader positions to accommodate monthly billing. There are no other new staffing positions reflected in the three-year plan. Transfers in FY96 reflect the debt service on 95.4 million of general obligation bond debt. The majority of this bond issue will reimburse the CiW for the cost of condemnation related to buying land for the new water treatment facility. No additional significant debt is factored into the three- year plan. D. REFUSE FUND No significant changes are reflected in operations within this fund. A 22% rate increase is factored in FY96, a 5% in 1997 and a 3.1% in 1998 in curbside refuse collection fees. Recycling fees reflect no change in FY96, a 4.6% increase in 1997 and a 4.4% increase in 1998. These increases are necessary to maintain the fund at its current level. E. LANDFILL FUND The three-year financial plan reflects increases in tipping fees of 1.5% each year. There are no significant changes in operations or transfers within this fund. The $1.7 million annual transfer -12- from the operating fund to landfill replacement reserve is used for the construction of new landfill cells, purchase of additional landfill land, and any major capital projects that are needed at the landfill. AIRPORT The Airport operating fund reflects no significant change in operations. Transfer increases slightly and is related to the bonds being paid off in FY96 and new expenditures replacing that in the form of a loan repayment. The loan repayment reflects amounts borrowed to build a new T-Hangar, dn asphalt overlay project and a major roof rel~air. The General Fund subsidy increases to approximately 50% of the budget in the three-year plan. G. TRANSIT FUND The Transit Operating Fund reflects the addition of a new route. Although for accounting purposes this fund is considered an enterprise fund, which means fees pay for the majority of the costs associated with this fund, fees are one of the smallest portions of this budget. Less than 25% of the revenue generated from this fund is from fees. Another 16% is received from federal, state and local government. Starting in FY95, 990,000 has been transferred from the Parking Fund to the Transit Fund as an operating subsidy. The majority of the funding in the Transit Fund comes from a .95 tax on all taxable property within the City of Iowa City. This generates approximately 91.4 million a year. In addition, the General Fund subsidizes an additional 8565,000 in 1996, 9800,000 in 1997 and $840,000 in 1998 to operate this fund. This subsidization has a direct impact on the General Fund operations. As costs and new routes are adde~l within this fund, the only source of funding for those new projects is the General Fund. The transfer out reflects an amount to the transit replacement fund which is used to pay for the City's portion of new bus purchases. Actual FY95 FY96 FY97 FY98 FY94 Budget Proposed Proposed Proposed Fare Revenue 8672,453 9638,000 9645,000 $645,000 $645,000 5.2% (5.2)% 1.1% .... Miscellaneous 34,810 33,000 32,500 32,500 32,500 Revenue (22.9)% (5.2)% (1.6)% .... Federal & State 505,618 491,000 480,000 480,000 480,000 Assistance 4.7% (2.9}% (2.3)% .... Transit Tax 1,263,240 1,343,O11 1,398,615 1,440,784 1,505,645 Levy 2.5% 6.4% 4.2% 3.1% 4.5% Operating 213,500 545,600 655,000 890,000 930,000 Subsidy (0.2)% 255.6% 20.1% 35.9% 4.5% Total $2,689,621 83,050,611 93,211,115 $3,488,284 83,593,145 H. BROADBAND TELECOMMUNICATIONS This fund accounts for the Cable TV operations of the City. The funding source is from the cable franchise fee of 5% which is part of the monthly bill for Cable TV. There are no significant changes within this fund over the three-year plan. Transfers include an operating subsidy to the -13- Library for cable TV of $37,300 in FY96 and an increase up to $42,700 in FY98. In addition, 910,000 a year is transferred to the Cable TV replacement reserve fund, which is used to replace equipment on an as-needed basis. FY96 marks the last payment to the General Fund for the cable TV cost-associated with the Civic Center expansion. RESERVEFUNDS The revenue bond ordinance covenants require that Parking and the Wastewater Treatment Fund set aside these special accounts: a) Bond and Interest Sinking Reserves - amounts sufficient to pay current bond and interest maturities. (Transfers from the appropriate operating fund are made monthly.) b) Band 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. (Current parking balance is 9651,113 and current Wastewater balance is 93,672,550.) c) Depreciation, Extension and Improvement Reserve or Renewal and Improvement Reserves - 9240,000 transferred annually for Wastewater Treatment until a balance of 92 million is reached (current balance is 92,000,000) and 960,000 transferred annually for Parking until a balance of $300,000 is reached (current balance is 9300,000). Parking, Landfill, Water, Transit and Broadband Telecommunications have separate reserves for future capital expenditures. The Perking reserve is to be used for every other year ramp repairs and for a future parking facility. Landfill's reserve is to be used for the purchase of additional landfill land and cell construction, Landfill closure funding and a perpetual care fund. 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 the federal and state governments and to fund future bus acquisitions. Broadband Telecommunications' reserve is for future equipment replacement. -14- I c]TY.-COU'~IL . , : Personnel C;3mmodities Services/Charges Capital Outlay Total FY96 Proposed $38,062 3,228 41,064 0 $82,354 FY97 Projection $38,062 3,326 43,316 0 $83,704 FY98 Projection $38,062 · 3,426 43,599 O 985,087 :CLERK· Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $183,248 3,289 57,499 6,000 $250,O36 FY97 Projec~on 9201,726 3,387 35,586 0 9240,699 FY98 Projection 9207,397 3,489 61,091 O $271,977 ~el I ¥ A~r'I'ORNE¥ :" Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9320,496 12,671 23,327 , 5,100 $361,594 FY97 Proje~on 9352,824 13,052 24,121 0 $389,997 FY98 PrHesfion 9362,165 13,~44 24,910 O 9400,519 CITY .'MANAGER. Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9264,955 1,282 ,, 52,Oll 9318,248 -15- FY97 PrHe~lon $290,247 1,321 53,622 9345,190 FY98 Pr~ec6on 8297,564 1,361 55,266 9354,191 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $153,750 8,076 93,657 0 $255,483 FY97 Pr~ection 9169,256 8,318 96,514 0 9274,088 FY98 Projection 9173,929 8,568 99,442 0 9281,939 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9208,772 1,033 15,376 3,70O 9228,881 FY97 Pr~ection 9229,827 1,065 15,881 1~000 9247,773 FY98 Pr~ection 9236,011 1,097 16,390 1,000 9254,498 Personnel Commodities Services/Charges Capital Outlay Total FY96 Pmposed 9307,623 3,300 42,3O0 ...2,000 9355,223 FY97 Pr~ection 9338,643 3,399 43,659 0 9385,701 FY98 PrHection 9348,293 3,500 45,032 0 9396,825 & SERVICES .': Personnel Commodities Services/Charges Capital Outlay Total FY96 Pmposed 9186,157 2,435 15,195 450 9204,237 FY97 Pr~ection 9204,924 2,507 15,692 45q 9223,573 FY98 Projection 9210,732 2,582 16,193 0 9229,507 'TREAS'URy:· ~. Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9393,109 1,353 ~ 70,742 6,819 9572,023 FY97 Projection 9432,739 1,393 175,968 2,003 9612,103 FY98 Projection .9445,436 1,436 181,321 2,024 9630,217 DOCUMENT · ,. - ' F~']-=E~5~S · : " Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 63,584 5,564 11,483 7,800 88,701 FY97 Projection 9180,381 5,731 11,901 1 f500 9199,513 FY98 Projection 9185,165 5,901 12,309 1,500 9204,875 INFORMAT]ON- ~ S'ERVICES '; " Personnel Commodities Services/Charges Capital Outlay Total · GOVERNM.ENT . BUILDINGS" ' Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9269,907 12,603 60,934 67~100 $410,544 FY96 Proposed $107,494 20,724 122,747 2,000 $252,965 FY97 PrOemion 9297,128 12,980 62,907 107,400 9480,415 FY97 Pr~ection 9118,326 21,346 129,033 q 9268,705 FY98 Pr~ection 9305,204 13,371 64,896 3fOO0 9386,471 FY98 Projection 9121,663 21,986 135,664 O $279,313 Personnel Commodities Services/Charges Total FY96 Proposed $43,987 1,130 8,966 954,083 FY97 Projection $48,426 1,164 9,248 $58,838 FY98 Projection $49,615 1,198 9,533 $60,346 Services/Charges Total FY96 Proposed 9461,493 $461,493 FY97 Pr~ection ~485,096 $485,096 FY98 Projection $504,871 $504,871 ' A.DMIN ISTRATioN. :' FY96 Proposed FY97 Projection FY98 Projection Personnel $148,909 $163,931 $167,953 Commodities 1,557 1,603 1,650 Services/Charges 61,011 10,886 11,254 Capital Outlay 10,421 O. 0 Total $221,898 $176,420 9180,857 "URBAN PLANNING:' I~:, DEVELOPMENT'' FY96 Proposed FY97 Projection FY98 Projection Personnel $181,281 $199,560 $205,106 Commodities 1,965 2,024 2,083 Services/Charges 37,537 38,710 39,905 Capital Outlay 0 0 0 Total 9220,783 $240,294 $247,094 ~i~ I~ ~',~j-~'H 0 0 D '~ I:.SERV,CES Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $55,243 392 13,896 28,400 997,931 FY97 Pr~e~ion 960,816 4O3 14,324 25~000 9100,543 FY98 Projection 962,263 414 14,761 25,000 102,438 - COMMUN!T,Y'DEV. - Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 949,973 50 6,458 4,000 960,481 FY97 Pr~ecfion 955,011 52 6,654 4,000 965,717 FY98 Projection 956,640 54 6,854 4,000 967,548 ' DEVELOPIV]ENT .' ': Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 952,172 1,069 59,006 1,015 9113,262 FY97 Pr~ection 957,435 1,101 60,792 0 9119,328 FY98 Pr~eotion 958,811 1,134 62,630 0 9122,575 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9540,282 5,502 47,752 28~421 9621,957 FY97 Pr~ection 9594,762 5,667 49,287 7,366 9657,082 FY98 Pr~eotion 9611,162 5,838 50,838 7,366 9675,204 PUBLIC WORKS 'ADMINISTRATION Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $141,890 427 3,776 0 9146,093 FY97 Projection 9156,202 439 3,917 0 9160,558 FY98 Projection $160,421 452 4,053 0 9164,926 Personnel Commodities Services/Charges Capital Outlay Total Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9100,749 7,935 17,963 29,070 9155,717 FY96 Proposed 929,922 212 716 0 930,850 FY97 Pr~ection 9110,909 8,174 19,023 21,630 9159,736 FY97 Proemion 932,942 218 748 0 933,908 FY98 Pr~ection 9113,396 8,419 20,001 22,200 9164,016 FY98 Pr~ection 933,720 225 778 0 934,7~3 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9325,849 65,153 453,396 19,700 ~864,098 FY97 Pr~ection 9358,702 67,110 474,494 0 9900,306 FY98 Pr~ection 9369,253 69,125 496,573 0 9934,951 I~' I ~1:~: I SySTEIVI' MAINTENANCE Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $938,086 264,989 546,294 60,000 $1,809,369 FY97 Pr~ection $1,032,646 272,972 563,695 0 $1,869,313 FY98 Projection $1,063,626 281,197 581,719 0 $1,926,542 HORT!CULT'URE:' "'i' Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $158,781 4,191 44,209 11,900 9219,081 FY97 Projection $174,794 4,323 45,546 7,487 $232,150 FY98 Projection 9179,277 4,457 46,920 5,080 t~235,734 Personnel Commodities Services/Charges Capital Outlay Total ADMINISTRATION Personnel Commodities Services/Charges Capital OutJay Total FY96 Proposed 9146,135 7,633 27,629 9,550 9190,947 FY96 Proposed 9233,378 4,909 60,425 ,3,300 ~302,012 -21 - FY97 Projection $160,867 7,868 28,657 6,1 70 $2O3,562 FY97 Projection $256,126 ~,057 62,305 1,304 ~324,792 FY98 Pr~ection ~165,363 8,111 29,707 92O $204,101 FY98 Pr~ection ~262,256 5,207 64,222 q ~331,685 I'rJ'LICE PATROL Personnel Commodities Services/Charges Capital Outlay 'Total FY96 Proposed 92,557,336 130,247 112,295 103,419 92,903,297 FY97 Projection 92,814,276 134,815 115,714 204,472 93,269,277 FY98 Projection 92,892,900 139,551 119,219 140,065 93,291,735 CRIMINAL.. ' !I~LVj~,~.'i'GAT!O N i. ' ' Personnel Commodities Services/Charges Capital Outlay Total -POLICE RECORDS. Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9463,138 4,327 12,904 7,444 9487,813 FY96 Proposed 9184,781 13,061 47,533 61,061 9306,436 FY97 Projection 9509,315 4,458 13,394 9~234 9536,461 FY97 Projection 9203,360 13,453 59,013 1,974 9277,800 FY98 Pr~ection 9523,810 4,591 13,867 5,897 9548,165 FY98 Pr~ection 9209,515 13,855 62,522 8~022 9293,914 POLICE: ·. . -COMIV]ONITy.. SERVlC,.~' Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9162,284 13,379 12,647 4f085 9192,395 FY97 Pr~ection 9178,600 13,782 13,119 0 9205,501 FY98 Pr~e~ion 9183,317 14,197 13,580 0 9211,094 los' COMMUNICATIONS Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $387,592 5,562 86,696 1,700 9481,550 FY97 Projection $426,578 5,729 89,714 4,862 $526,883 FY98 Projection $438,279 5,90~ 92,771 1,100 $538,001 ANimAL CONTROL" Personnel Commodities Services/Charges Capital Outlay Transfers Out Total FY96 Proposed $171,359 17,908 35,864 35,164 0 $260,295 FY97 Projection $188,589 18,458 37,243 1,035 0 $245,325 FY98 Projection $194,106 19,022 38,671 25,812 0 $277,611 :DEPARTMENT~' ' .. ': Personnel Commodities Services/Charges Capital Outlay Transfers Out Total FY96 Proposed $2,668,506 59,417 230,905 76,9O0 29,250 $3,064,978 FY97 Projemlon $2,933,048 61,364 238,678 69,900 29,2~0 $3,332,240 FY98 Projection $3,016,962 63,373 246,566 66,350 29,250 $3,422,501 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed $160,136 2,063 23,964 11,970 $198,133 FY97 Projection $176,287 2,125 24,725 0 $ 203,137 FY98 Pr~ection $181,106 2,189 25,496 0 $208,791 BUILDING· . , Personnel Commodities Services/Charges Capital Outlay Total INSI~ECTION:' .'~. :. Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9281,653 2,551 29,264 11,168 $324,636 FY96 Proposed $185,963 1,334 17,091 7f685 $212,073 FY97 Projection $310,050 2,627 30,220 10~500 $353,397 FY97 Projection $204,712 1,375 17,649 0 $223,736 FY98 Projection 9319,105 2,706 31,182 . 3,500. 9356,493 FY98 Projection t~210,607 1,417 18,212 0 9230,236 Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 91,263,714 118,676 356,298 93,005 91,831,693 FY97 Projection 91,391,091 122,240 374,165 60,260 91,947,756 FY98 Pr~ection 91,424,585 125,909 394,258 48,835 91,993,587 PARKS Personnel Commodities Services/Charges Capital Outlay Transfers Out Total FY96 Proposed 9487,966 40,930 196,744 84,550 182,286 '9992,476 FY97 Projection 9537,158 42,168 184,689 47,650 182t286 9993,951 FY98 Projection 9552,658 43,440 192,629 43,800 180,142. 91,012,669 PARKS AND . Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9138,827 1,560 14,326 0 9154,713 FY97 Projection $152,830 1,608 14,787 3,000 9172,225 FY98 Projection 9156,979 1,657 15,253 1,4.25 9175,314 LiBRAR,Y :: ." " Personnel Commodities Services/Charges Capital Outlay Transfers Out ~'otal FY96 Proposed 91,800,428 58,347 291,390 330,092 106,790 92,587,047 FY97 Pr~ection $1,981,948 60,100 302,368 325,227 56,790 92,726,433 FY98 Proemion 92,034,528 61,903 313,601 567,861 56,790 $3,034,683 SENIOR CENTE~"~ ' Personnel Commodities Services/Charges Capital Outlay Transfers Out Total FY96 Proposed 9258,607 9,957 136,291 33,412 36,000 9474,267 FY97 Projection 9284,684 10,255 142,494 20,000 ,3~,ooo 9493,433 FY98 Pr~e~ion 9292,431 10,562 148,918 20,000 36,000 9507,911 PARKING.:. ' · '- Personnel Commodities Services/Charges Capital Outlay Transfers Total F¥96 Pmposed 9940,665 27,707 506,228 40,439 1,503,025 93,018,064 -25- FY97 Pr~ection 91,035,498 28,547 524,846 0 1,497,388 93,086,279 FY98 Pr~ectton 91,O63,777 29,412 543,473 0 1,493,943 93,130,605 I~.'~ ~'~TER'TREATMENT ' ' OPERATION ," ' " '"· " FY96 Proposed Personnel $1,148,206 Commodities 210,701 Services/Charges 1,218,857 Capital Outlay 319,748 Transfers 4,649,695 Total $7,547,207 FY97 Projection 91,263,959 217,135 1,272,378 199,417 4,858,564 97,811,453 FY98 Projection t~ 1,301,429 223,761 1,326,078 192,500 4,868,139 $7,911,907 WATER OPERATIONS Personnel Commodities Services/Charges Capital Outlay Transfers Total FY96 Proposed 91,182,730 719,657 1,369,044 150,036 1,463,823 94,885,290 FY97 Projection 91,301,962 741,270 1,426,979 60,000 1,392,793 94,923,004 FY98 Prbjecfion 91,340,1 O5 763,529 1,484,108 60,000 1,394,823 95,042,565 REFUSE COLLEC, T. iON -0pE~ATION~ .. Personnel Commodities Services/Charges Capital Outlay Transfers Total FY96 Proposed 9697,527 25,133 1,140,014 0 20,000 91,882,674 FY97 Projection $767,835 25,887 1,175,057 0 2O,0O0 $1,988,779 FY98 Projection 9792,196 26,664 1,210,758 0 20,000 92,049,618 ii!/zi~i~.].,.,,Lt .' ,..... 0',P.ERATIONS . . Personnel Commodities Services/Charges Capital 'Outlay Transfers Total FY96 Proposed $525,457 21,920 1,220,271 0 1,700,000 93,467,648 FY97 Projection 9578,429 22,581 1,262,398 0 1,700,000 93,563,408 FY98 Projection 9595,681 23,258 1,307,914 0 1,700,000 ~3,626,853 AIRPORT .. e~.3'Fi:'HATIO N S FY96 Proposed FY97 Projection FY98 Projection Personnel $68,322 $75,210 977,265 Commodities 6,945 7,169 7,402 Services/Charges 89,610 93,751 97,764 Capital Outlay 7,500 8,500 0 Transfers 46,.913 40,000 40,000 Total 9219,290 9224,630 $222,431 TRANSIT .OPERATIONS' . FY96 Proposed FY97 Projection FY98 Projection Personnel 91,581,683 $1,741,115 91,789,789 Commodities 13,950 14,363 14,792 Services/Charges 1,592,517 1,671,465 1,726,692 Capital Outlay 2,740 0 0 Transfers 60,000 60,000 60,000 Total 93,250,890 $3,486,943 93,591,273 _'BROADBAND TEL'EcoMIvIuNICATioNs. ' - F~96 Proposed FY97 Projection FY98 Projection Perso nnel 9181,534 9199,$31 $ 205,548 Commodities 6,610 96,811 97,015 Services/Charges 37,905 39,213 40,499 Capital Outlay 20,802 22,000 9,995 Transfers 72,300 49,911 52,705, Total 9319,151 9317,766 9315,762 ~DEBT SERVICE FY96 Proposed FY97 Projection FY98 Projection Beginning Bal. $256,699 $248,552 $240,783 Debt Svs. Levy 2,553,886 2,619,322 3,303,504 Bond Transfers 1,736,656 1,672,544 1,608,433 Abatements 812,481 967,629 1,048,965 Misc. Transfer 59,776 524 0 Total 5,162,799 5,260,019 5,960,902 FY96 Proposed FY97 Projection FY98 Projection Beg. Balance $481,888 $520,645 $588,163 Emp. Ben. Levy 2,870,000 3,197,(~00 3,423,500 Fire Contract 80,000 83,000 85,000 Misc. Transfer 595,000 682,000 696,000 Total 3,545,000 3,962,000 4,204,500 ROADUSE.TAX' "- Beg. Balance Road Use Tax Interest Income Total Services/Charges Transfers Total Exp, Ending Balance FY96 Proposed $2,004,310 3,350,000 100,000 3,450,000 1,651 3,955,155 3,956,806 1,497,504 FY97 Projection $1,497,504 3,400,000 100,000 $3,500,000 1,700 4,209,540 4,211,240 $ 786,264 FY98 Projection $786,264 3,450,000 I00,000 $3,550,000 1,751 3,635,350 3,637,101 $ 699,163 -28- [~!r~--~Y;~ " . '~ - - AD..MI, N ISTRA'TION.' Personnel Commodities Services/Charges Total FY96 Proposed $50,030 1,104 8,111 959,245 FY97 Projection 955,077 1,138 8~365 964,580 FY98 Projection $56,430 1,172 8,625 $66,227 JCCOG .TRANSPORTATION =P~.ANNING ' Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 9114,744 1,665 14,585 649 9131,643 FY97 Projection 9126,316 1,716 15,048 0 9143,O8O FY98 Projection $1 29,762 1,768 15,517 0 9147,047 ~[r~,~,'O G. HUMAN Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 952,895 4O3 7,384 0 960,682 FY97 Pr~ection 958,232 416 7,618 0 966,266 FY98 Projection $59,625 429 7,856 0 $67,910 -JCCOG -SO!~ID -. W~ST.~.MGM~'. Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed 951,243 231 4,575 0 956,049 -29- FY97 Pr~ecfion 956,410 238 4,725 0 961,373 FY98 Projection $58,069 245 4,875 0 $63,189 'JCCOG, E~ICOG-.'. ASSESSMENTS Services/Charges Total FY96 Proposed $21,450 921,450 FY97 Projection A22,094 922,094 FY98 Pr~ection ~22,757 922,757 Personnel Commodities Services/Charges Capital Outlay Total Personnel Commodities Services/Charges Total FY96 Proposed 9441,372 857,113 159,178 20,000 91,277,663 FY96 Proposed 9355,962 430,838 32,296 9819,096 FY97 Pr~ection 9485,873 682,539 165,497 0 91,333,909 FY97 Projection 9391,848 446,104 33,423 9871,375 FY98 Projection 9499,978 709,014 171,753 0 91,380,745 FY98 Pr~ection 9403,632 461,946 34,556 9900,134 CENTRAL SUPPLY 'AND.PRiNT.' i ' Personnel Commodities Services/Charges Capital Outlay Total FY96 Proposed ~53,254 66,695 407,263 25,400 9552,612 FY97 Pr~ection 958,622 68,698 438,165 19,800 9585,285 FY98 Projemion 960,410 70,760 454,638 15,000 $600,808 I~O'Ri-OPERATIONAL ADMIN.- Personnel Services/Charges Capital Outlay Transfers Contingency Total FY96 Proposed 356,050 0 2,260,714 256,357 92,873,121 FY97 Projection 366,732 0 2,560,570 264,048 t~3,191,350 TRANSFER TO: FY98 Projection 377,734 O 2,648,602 271,969 93,298,305 River Trail/Bike Trail Streetscape-near Southside Transit Levy JCCOG Administration Airport Subsidy Transit Subsidy JCCOG-Rural Planning JCCOG-Human Services 50,000 50,000 1,398,615 42,000 98,650 565,000 11,449 45,000 2,260,714 FY96 CAPITAL IMPROVEMENT PROJECTS Melrose Avenue - West High to Highway 218 - Street Reconstruction ...... First Avenue -- D Street to Muscatine - Street Reconstruction ......... Southgate Avenue -- New Street ............................... WooIf Avenue Bridge Reconstruction ........................... Burlington Bridge Over Ralston Creek Reconstruction ............. Additional Parkland Development ............. North River Corridor Sanitary Sewer ........... Hunters Run Park ........................ Replace Pedestrian Mall Playground Equipment . Iowa River Trail System .................. Bike Trails ............................ Sandusky Storm Sewer .................. Hafor Circle Storm Sewer (Design) .......... Miscellaneous Sump Pump Discharge Tiling . . Landfill Closure Work ................... Hydrologic Monitoring At Landfill ........... New Fire Apparatus ................... Railroad Crossing Improvements .......... Renovate Recreation Center Pool .......... Renovate Civic Center HVAC System ....... Civic Center Lighting/Ceiling Replacements . .. Curb Ramps ...................... $2,740,000 540,000 324,000 880,000 455,000 50,000 425,000 120,000 107,000 lOO,OO0 30,000 .. 81,700 .... 4,500 ... 75,000 ... 35,000 .. 100,000 .. 230,000 ... 30,000 ... 38,500 ... 40,000 ... 27,000 100,000