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HomeMy WebLinkAboutBOCC Packet 12192012 Budget Resolutions for 2013 AGENDA ITEM SUMMARY MEETING DATE: December 19, 2012 AGENDA ITEM TITLE: Second Reading and Public Hearing for Three Resolutions Concerning the 2013 Budget: 1.A Resolution Summarizing Revenues and Expenditures For Each Fund and Adopting a Budget for Pitkin County, Colorado for the Calendar Year 2013 2.A Resolution Appropriating Sums of Money to the Various Funds, for Pitkin County, Colorado, 2013 Budget Year 3.A Resolution Levying General Property Taxes for the Year 2012, to Help Defray the Costs of Government for Pitkin County Colorado, and Its Special Districts for the 2013 Budget Year STAFF RESPONSIBLE: John Redmond, Connie Garofalo, Debe Nelson ISSUE STATEMENT: We are seeking approval on three resolutions concerning the 2013 budget. The 2013 Budget Adoption Resolution and the Budget Appropriation Resolution represent the 2013 budget by fund as prescribed by state budget law. It is necessary to formally adopt and then appropriate the 2013 budget. In addition, there is a resolution to set the mill levies for the funds that the Board of County Commissioners oversees including the General Improvement Districts and Ambulance District. LINK TO STRATEGIC PLAN: The budget is prepared keeping the goals of the strategic plan in mind. Supplemental requests advancing the strategic goals are given a higher priority than those that may not. The County prepares a five-year budget plan in order to assure the responsible and accountable stewardship of County assets and the long-term sustainability of services and infrastructure. BACKGROUND : This budget complies with the County’s budget policy to adopt a balanced five-year plan for General Fund operations (General Fund, Road & Bridge and Human Services funds). This policy assures that any ongoing requests for services can be funded over a period of time, and further assures that the County can financially sustain the services valued by the community. The budget plan for the General Fund provides a surplus of $397,394 over the five years. Staff has also presented a Capital Fund ten-year plan with a revenue stream of 46% from sales tax collections in order to adequately maintain the County’s infrastructure (roads, facilities, technology, and vehicles) on a long-term basis. Budget Resolutions: Over the last two months the Board has heard presentations from representatives of each strategic plan core focus area to understand the operations and needs of the departments which are providing services to our citizens. During these meetings, the Board supported additions to the base budget that were justified to meet increases in service demands and/or enhance the strategic goals of the County. A summary of the supplementals submitted is provided as an attachment to this memo, as well as, a summary of the general fund operations five-year plan and the 10-year capital plan. Budget Changes: At the first reading of the budget resolutions, the Board asked that the $250,000 Airport line item for design guidelines and transportation/transit study be removed and brought back at a later date as a supplemental request. This line item has been removed, and the attached budget documents and resolutions reflect this change. Setting County Mill Levies: Every two years the County Assessor revalues all properties in the County. The valuation of County property tax for 2012, which is collected in 2013, is based on market conditions as of June 30, 2010, plus new construction completed as of January 1, 2012. The 0.3% decrease in assessed valuations between 2011 and 2012 is the result of construction demolitions outpacing new construction. Assessed values will be reviewed and adjusted for next year’s budget process. Values as of June 30, 2012 will determine the 2013 tax, which will be collected in 2014. The assessor projects that the assessed values will decline by roughly 15%. In past years, the County has taken temporary mill levy credits in order to not exceed the tax collection limitations of TABOR (Taxpayers’ Bill of Rights).It is anticipated that these credits will provide enough room so that the County can maximize the revenue allowed under TABOR and there will be no decrease in property tax revenue, even with a 15% decline in property valuations. In contrast, Open Space and Trails has a fixed mill levy which allows property tax to increase when valuations increase, but property tax revenues decrease when there is a decline in valuations. With the exception of the Open Space and Trails program, property tax collections for the operations of Pitkin County must be the most restrictive of either the home rule charter provisions or of TABOR. This year TABOR limitations were more restrictive than those of the home rule charter and resulted in a 2.2% increase in revenue to most funds. This represents a 0.58% increase for growth and 3.1% for inflation, less adjustments for changes in estimates for last year’s inflation. The reduction is necessary because the Denver/Boulder inflation factor that is used for the TABOR calculation is not known when we are setting the levy. We always estimate the inflation factor high in order to assure that we collect the maximum allowed, knowing that the levy will need to be reduced in the following year. The most notable changes to the levies include: Last year’s election authorized an increase to the funding for the Healthy Community Fund. The question authorizing this change was passed with 60% of the voting public approving the extension and increase of the tax. This tax is set to expire after 6 years. The Open Space and Trails fund declined 0.28% because of the fixed levy. It should also be noted that the general obligation debt for the repayment of the housing bonds, issued in 1991, has been repaid and no mill levy is required for 2013. The only general obligation debt outstanding for the County is issued for and repaid by the Open Space and Trails program. The impacts of the changes are summarized in the attached table. KEY DISCUSSION ITEMS: 1.The Finance Department and Leadership Team will continue to monitor significant revenue streams, including sales tax, investment income, Clerk’s fees, and Community Development fees (Building, Planning, and Environmental Health), as these revenues have historically seen the most volatility. 2.The Finance Department will continue to review the expenditure budget on a line-by- line basis and advise the Commissioners of any potential changes at quarterly budget update meetings. 3.Two year comparison of mill levy rates and corresponding property tax revenues. BUDGETARY IMPACT: These documents are the basis for the 2013 budgets for all funds which the Board of County Commissioners oversees. RECOMMENDED BOCC ACTION: Each resolution needs to be acted upon as a separate action item. A Resolution Summarizing Revenues and Expenditures For Each 1.Approve Fund and Adopting a Budget for Pitkin County, Colorado for the Calendar Year 2013 at second reading and public hearing on December 19, 2012. A Resolution Appropriating Sums of Money to the Various Funds, 2.Approve for Pitkin County, Colorado, 2013 Budget Year at second reading and public hearing on December 19, 2012. A Resolution Levying General Property Taxes for the Year 2012, to 3.Approve Help Defray the Costs of Government for Pitkin County, Colorado, and Its Special Districts for the 2013 Budget Year at second reading and public hearing on December 19, 2012. ATTACHMENTS : The above mentioned resolutions are attached. In addition, the following items have been attached: Property Tax Two Year Comparison Chart General Fund Operations Five-Year Plan Capital Fund Ten-Year Plan Fund Balance Overview showing revenues and expenditures by fund for the Pitkin County 2013 Budget Summary of the supplemental budget requests submitted by staff and recommended for funding PITKIN COUNTY BOARD OF COUNTY COMMISSIONERS RESOLUTION #______ 2012 A RESOLUTION SUMMARIZING REVENUES AND EXPENDITURES FOR EACH FUND AND ADOPTING A BUDGET FOR PITKIN COUNTY, COLORADO FOR THE CALENDAR YEAR 2013. 1) The Board of County Commissioners of Pitkin County has appointed the County Manager to prepare and submit a proposed budget for their approval. This budget was prepared in conformance with Colorado State Constitution Amendment One; and 2) Upon due and proper notice, published or posted in accordance with state law, said proposed budget was open for inspection by the public at a designated place, a public hearing was held on December 19, 2012, and interested citizens were given the opportunity to file or register any objections to said proposed budget; and 3) Whatever increases may have been made in expenditures, like increases were made to revenues so that the budget remains in balance; and NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Pitkin County, Colorado that estimated revenues, transfers from other funds, and use of prior years' surplus for each fund are as follows: 2013USE OF TRANSFER TOTALPRIOR YEARS'FROM OTHER FUNDSREVENUESSURPLUSFUNDSTOTAL General Fund17,385,8160490,60217,876,418 Capital Fund6,134,2673,634,39209,768,659 Road & Bridge Fund2,519,536002,519,536 Human Services Fund1,559,5417,57085,5331,652,644 Translator Fund769,119112,1360881,255 Healthy Community Fun2,001,026002,001,026 d Redstone Ranch Acres GID Fund9,546009,546 Aspen Ambulance District Fun460,251229,9590690,210 d Open Space & Trails Fund11,225,185069,00011,294,185 Enhanced 911 Authority Fun542,27700542,277 d Conservation Trust Fund 55,1700055,170 Housing Impact Fund740,1662,511,83403,252,000 Healthy Rivers and Streams Fund800,46200800,462 Public Health Fund275,00000275,000 Transit Sales/Use Tax Fund12,364,394365,644012,730,038 Aspen Library Endowment Fund1,550001,550 Aspen Library Fun3,584,28033,40703,617,687 d Transit Sales Tax Debt Fund662,43800662,438 Twining Flats GID Fund18,2480018,248 Airport Fund11,174,9370011,174,937 Resource Recovery Fund4,182,636107,37204,290,008 76,465,8457,002,314645,13584,113,294 G:\budget\2013\original\Reso's\2013 budget reso.xlsx BUD ADOPT RESO That estimated expenditures, transfers to other That estimated expenditures, transfers to other funds, and additions to surplus for each fund are as funds, and additions to surplus for each fund are as follows:follows: 2013ADDITIONSTRANSFER TOTALTOTO OTHER FUNDSEXPENDITURESSURPLUSFUNDSTOTAL General Fund17,413,112373,77389,53317,876,418 Capital Fund9,768,659009,768,659 Road & Bridge Fund2,519,536002,519,536 Human Services Fund1,652,644001,652,644 Translator Fund881,25500881,255 Healthy Community Fun1,479,70220,722500,6022,001,026 d Redstone Ranch Acres GID Fund7,4652,08109,546 Aspen Ambulance District Fun690,21000690,210 d Open Space & Trails Fund4,470,2236,823,962011,294,185 Enhanced 911 Authority Fun454,42887,8490542,277 d Conservation Trust Fund 017055,00055,170 Housing Impact Fund3,252,000003,252,000 Healthy Rivers and Streams Fund408,864391,5980800,462 Public Health Fund275,00000275,000 Transit Sales/Use Tax Fund12,730,0380012,730,038 Aspen Library Endowment Fund01,55001,550 Aspen Library Fun3,617,687003,617,687 d Transit Sales Tax Debt Fund659,6632,7750662,438 Twining Flats GID Fund17,673575018,248 Airport Fund8,756,4552,418,482011,174,937 Resource Recovery Fund4,290,008004,290,008 73,344,62210,123,537645,13584,113,294 Thatthe budget as submitted, amended and herein above summarized by fund, is hereby approved and adopted as the budget of Pitkin County for 2013. That the budget as hereby approved and adopted shall be signed by the Chairman of the Board of County Commissioners and made a part of the public records of the County. 11TH DAY OF INTRODUCED, FIRST READ, AND SET FOR PUBLIC HEARING ON THE DECEMBER, 2012 . NOTICE OF PUBLIC HEARING AND TITLE AND SHORT SUMMARY OF THE RESOLUTION ASPEN TIMES WEEKLY6TH DAY OF DECEMBER, 2012. PUBLISHED IN THE ON THE NOTICE OF PUBLIC HEARING AND THE FULL TEXT OF THE RESOLUTION POSTED ON THE 7TH DAY OF DECEMBER 2012. OFFICIAL PITKIN COUNTY WEBSITE (www.aspenpitkin.com) ON THE 19TH DAY OF DECEMBER, ADOPTED AFTER FINAL READING AND PUBLIC HEARING ON THE 2012. ASPEN TIMES PUBLISHED BY TITLE AND SHORT SUMMARY, AFTER ADOPTION, IN THE WEEKLY27TH DAY OF DECEMBER, 2012. ON THE ATTEST:BOARD OF COUNTY COMMISSIONERS Jeanette JonesMichael M. Owsley, Chairman Deputy County ClerkDate: RECOMMENDED FOR APPROVAL:MANAGER APPROVAL: John RedmondJon Peacock Finance DirectorCounty Manager G:\budget\2013\original\Reso's\2013 budget reso.xlsx BUD ADOPT RESO PITKIN COUNTY BOARD OF COUNTY COMMISSIONERS RESOLUTION #_______ 2012 A RESOLUTION APPROPRIATING SUMS OF MONEY TO THE VARIOUS FUNDS FO R PITKIN COUNTY, COLORADO, 2013 BUDGET YEAR. 1) The Board of County Commissioners has adopted the annual budget in accordance with the local government budget law, on December 19, 2012; and 2) The Board of County Commissioners has made provision therein for revenues in an amount equal to or greater than total proposed expenditures as set forth in said budget; and 3) It is not only required by law but also necessary to appropriate the revenues provided in the budget to and for the purposes described below, so as not to impair the operations of the County. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Pitkin County, Colorado that the following sums are hereby appropriated from the revenue of each fund, as the expenditures of each fund, for the purposes defined in the annual budget presentation: 2013ADDITIONSTRANSFER TOTALTOTO OTHER FUNDSEXPENDITURESSURPLUSFUNDSTOTAL General Fund17,413,112373,77389,53317,876,418 Capital Fund9,768,659009,768,659 Road & Bridge Fund2,519,536002,519,536 Human Services Fund1,652,644001,652,644 Translator Fund881,25500881,255 Healthy Community Fund1,479,70220,722500,6022,001,026 Redstone Ranch Acres GID Fun7,4652,08109,546 d Aspen Ambulance District Fund690,21000690,210 Open Space & Trails Fund4,470,2236,823,962011,294,185 Enhanced 911 Authority Fund454,42887,8490542,277 Conservation Trust Fund 017055,00055,170 Housing Impact Fund3,252,000003,252,000 Healthy Rivers and Streams Fu408,864391,5980800,462 n Public Health Fund275,00000275,000 Transit Sales/Use Tax Fund12,730,0380012,730,038 Aspen Library Endowment Fun01,55001,550 d Aspen Library Fund3,617,687003,617,687 Transit Sales Tax Debt Fund659,6632,7750662,438 Twining Flats GID Fund17,673575018,248 Airport Fund8,756,4552,418,482011,174,937 Resource Recovery Fund4,290,008004,290,008 73,344,62210,123,537645,13584,113,294 G:\budget\2013\original\Reso's\2013 budget reso.xlsx APPROPRIATION RESO AND FURTHER BE RESOLVED that all expenditures drawn against this appropriation shall be consistent with state law, the Pitkin County procurement code, the Pitkin County personnel policies, and Pitkin County resolution 83-10, as amended. 11TH DAY INTRODUCED, FIRST READ, AND SET FOR PUBLIC HEARING ON THE OF DECEMBER, 2012 . NOTICE OF PUBLIC HEARING AND TITLE AND SHORT SUMMARY OF THE ASPEN TIMES WEEKLY6TH DAY OF RESOLUTION PUBLISHED IN THE ON THE DECEMBER, 2012. NOTICE OF PUBLIC HEARING AND THE FULL TEXT OF THE RESOLUTION POSTED 7TH DAY OF ON THE OFFICIAL PITKIN COUNTY WEBSITE (www.aspenpitkin.com) ON THE DECEMBER 2012. 19TH DAY OF ADOPTED AFTER FINAL READING AND PUBLIC HEARING ON THE DECEMBER, 2012. ASPEN PUBLISHED BY TITLE AND SHORT SUMMARY, AFTER ADOPTION, IN THE TIMES WEEKLY27TH DAY OF DECEMBER, 2012. ON THE ATTEST:BOARD OF COUNTY COMMISSIONERS Jeanette JonesMichael M. Owsley, Chairman Deputy County ClerkDate: RECOMMENDED FOR APPROVAL:MANAGER APPROVAL: John RedmondJon Peacock Finance DirectorCounty Manager G:\budget\2013\original\Reso's\2013 budget reso.xlsx APPROPRIATION RESO PITKIN COUNTY BOARD OF COUNTY COMMISSIONERS RESOLUTION # ______ 2012 A RESOLUTION LEVYING GENERAL PROPERTY TAXES FOR THE YEAR 2012, TO HELP DEFRAY THE COSTS OF GOVERNMENT FOR PITKIN COUNTY, COLORADO, AND ITS SPECIAL DISTRICTS FOR THE 2013 BUDGET YEAR 1) The assessed valuation for county-wide Pitkin County declined0.26% as defined by the County Assessor's 2012 appraisal of all new real property as described by the existing state property tax law. This assessed valuation is applied to the mill levy for each county taxing entity or fund listed, to determine the property tax herein; and 2) A temporary mill levy reduction is necessary to avoid collection of excess revenue under Colorado State Constitution, Article X, Section 20, and the Colorado Legislature has determined that either a temporary property tax credit or a temporary mill levy rate reduction is a reasonable method for setting annual mill levies and effecting property tax refunds in accordance with Section 20 of Article X of the State Constitution, C.R.S. section 39-1-111.5; and 3) C.R.S. section 39-1-111.5 authorizes a local government to certify a refund in the form of a temporary property tax credit or a temporary mill levy rate reduction, provided that the certification includes the gross mill levy, the temporary property tax credit or temporary mill levy rate reduction expressed in mill levy equivalents, and the net mill levy and under C.R.S. section 39-1-111.5(4), the Assessor shall, concurrent with delivery of tax warrants to the Treasurer, itemize duly certified temporary property tax credits or temporary mill levy rate reductions in the manner set forth in C.R.S. section 39-1-111.5(2), and under C.R.S. section 39-1-111.5(5) the tax statements shall indicate by footnote which local government mill levies reflect a temporary property tax credit or temporary mill levy rate reduction for the purpose of effecting a refund. 4) The 2012valuation of assessment, as certified by the County Assessor on November 29, 2012, and the amount of money necessary to balance the budget for each county fund are listed in the attached table. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Pitkin County, Colorado that for the purpose of balancing the 2013 budget, the following taxes are hereby levied upon each dollar of the total valuation for assessment of all taxable property within the taxing districts shown below for the year 2012; that a temporary mill levy rate reduction is authorized; and that the individual mill levies are expressed in terms of the gross mill levy, the temporary mill levy rate reduction shown in mill levy equivalents, and the net mill levy as shown in Exhibit A: G:\budget\2013\original\Reso's\mill reso 13.xlsx 20122012 AssessedNet2013 Taxing District and FundaluationMill LevProperty Tax Vy PITKIN COUNTY General Fund$2,761,028,4902.205$6,088,068 Road & Bridge Fund2,761,028,4900.162447,287 Human Services Fund2,761,028,4900.065179,467 TV & FM Translator2,761,028,4900.259715,106 Healthy Community Fund2,761,028,4900.7071,952,047 Open Space & Trails Fund2,761,028,4903.79610,480,864 PITKIN COUNTY SUBTOTAL19,862,839 Aspen Library Fund2,576,451,5501.3363,442,139 Aspen Ambulance District Fund2,053,992,8800.204419,015 Twining Flats GID Fund3,275,2505.40817,713 Redstone Ranch Acres GID2,175,9204.2719,293 GRAND TOTAL$23,750,999 11TH DAY INTRODUCED, FIRST READ, AND SET FOR PUBLIC HEARING ON THE OF DECEMBER, 2012 . NOTICE OF PUBLIC HEARING AND TITLE AND SHORT SUMMARY OF THE ASPEN TIMES WEEKLY6TH DAY OF RESOLUTION PUBLISHED IN THE ON THE DECEMBER, 2012. NOTICE OF PUBLIC HEARING AND THE FULL TEXT OF THE RESOLUTION POSTED 7TH DAY OF ON THE OFFICIAL PITKIN COUNTY WEBSITE (www.aspenpitkin.com) ON THE DECEMBER 2012. 19TH DAY OF ADOPTED AFTER FINAL READING AND PUBLIC HEARING ON THE DECEMBER, 2012. ASPEN PUBLISHED BY TITLE AND SHORT SUMMARY, AFTER ADOPTION, IN THE TIMES WEEKLY27TH DAY OF DECEMBER, 2012. ON THE ATTEST:BOARD OF COUNTY COMMISSIONERS Jeanette JonesMichael M. Owsley, Chairman Deputy County Clerk (also acting as the Board of Directors of the Aspen Ambulance District, andthe Redstone Ranch Acres and Twining Flats General Improvement Districts) Date: RECOMMENDED FOR APPROVAL:MANAGER APPROVAL: John RedmondJon Peacock Finance DirectorCounty Manager G:\budget\2013\original\Reso's\mill reso 13.xlsx 2012 property tax collected in 2013 Exhibit "A"2012 mill levy calculation with temporary mill levy rate reduction temporary mill levy reduction CurrentPrior20122013Mill LeviesTotalTotal TAXING DISTRICT2012GrossYearYearNetPropertyforAbatement20122013 AND FUNDValuationMill LeviesRefundRefundMill LeviesTaxAbatementsMill LevyProperty Tax PITKIN COUNTY General Fund 2,761,028,490 3.077 (0.886) (0.012) 2.179 6,016,281 0.026 71,787 2.205 6,088,068 Road & Bridge Fund 2,761,028,490 0.228 (0.066) 0.162 447,287 0.162- 447,287 - - Human Services Fund 2,761,028,490 0.065 0.065 179,467 0.065- 179,467 - - TV & FM Translator 2,761,028,490 0.374 (0.117) (0.001) 0.256 706,823 0.003 8,283 0.259 715,106 Healthy Community Fund 2,761,028,490 0.704 (0.003) 0.701 1,935,481 0.006 16,566 0.707 1,952,047 - Open Space & Trails Fund2,761,028,490 3.750 3.750 10,353,857 0.046 127,007 3.796 10,480,864 - - PITKIN COUNTY FUND SUBTOTAL 8.198 (1.069) (0.016) 7.113 19,639,196 0.081 223,643 7.194 19,862,839 Aspen Library Fund 2,576,451,550 1.625 (0.297) (0.006) 1.322 3,406,069 0.014 36,070 1.336 3,442,139 Aspen Ambulance District 2,053,992,880 0.277 (0.074) (0.001) 0.202 414,907 0.002 4,108 0.204 419,015 5.408 17,713 5.408- 17,713 Twining Flats GID Fund 3,275,250 5.714 (0.294)(0.012) Redstone Ranch Acres GID Fund 4.9642,175,920 (0.692) (0.020) 4.252 9,252 0.019 41 4.271 9,293 GRAND TOTAL20.778 (2.426) (0.055) 18.297 23,487,137 0.116 263,862 18.413 23,750,999 G:\budget\2013\original\Reso's\mill reso 13.xlsx Exhibit A PROPERTY TAX SUPPORT IN PITKIN COUNTY Two Year Comarison p % Increase% Increase 20112012(Decrease)2011201220122013(Decrease) ValuationValuationLevyLevyTax AmountTax Amount in Valuationin Tax Pitkin Count y General, R&B, Human Svc2,768,117,000 2,761,028,490 -0.3%2.3732.4326,568,742 6,714,822 2.22% TV Translator2,768,117,000 2,761,028,490 -0.3%0.2520.259697,565 715,106 2.51% Healthy Community Fund2,768,117,0002,761,028,490-0.3%0.5670.7071,569,5221,952,04724.37% Open Space2,768,117,0002,761,028,490-0.3%3.7973.79610,510,54010,480,864-0.28% Sub Total Pitkin Count6.9897.19419,346,36919,862,8392.67% y2,768,117,0002,761,028,490-0.3% General Obligation2,768,117,0002,761,028,490-0.3%0.0550.000152,246 -100.00%- Total Pitkin County7.0447.19419,498,61519,862,8391.87% Other Districts Pitkin County Library2,584,699,7702,576,451,550-0.3%1.2961.3363,349,7713,442,1392.76% Aspen Ambulance2,059,060,1902,053,992,880-0.2%0.1980.204407,694419,0152.78% Redstone Ranch Acres2,185,0102,175,920-0.4%4.1464.2719,0599,2932.58% Twining Flats3,276,2103,275,2500.0%5.3685.40817,58717,7130.72% Sub Total Other Districts11.00811.2193,784,1113,888,1602.75% Total Count-Wide Tax18.05218.41323,282,726 23,750,999 2.01% y \\neptune\county_finance\mill\2013 budget\12 mill compare final.xlsx Pitkin County General, Road & Bridge, and Human Services Funds 2013 Operating Budget & Five-Year Plan December 11, 2012 2013-2017 2012 Initial 2012 Year-End BudgetEstimate2013 Budget2014 Budget2015 Budget2016 Budget2017 Budget5-Year Totals General Fund Revenues Property Tax6,568,742 6,538,742 6,714,822 6,889,407 7,116,757 7,387,194 7,667,908 Sales Tax (54%)3,226,939 3,378,605 3,828,506 3,962,503 4,101,190 4,244,732 4,393,298 Payment In Lieu of Taxes1,242,000 1,281,933 1,293,171 884,000 903,000 924,000 946,000 Motor Vehicle Tax151,081 161,081 161,156 165,346 170,802 177,293 184,030 Clerk's Fees683,600 738,600 692,700 708,632 724,931 741,604 759,402 Treasurer's Fees2,936,583 2,645,409 2,726,638 2,585,879 2,627,926 2,675,672 2,737,315 Community Development Fees1,514,167 1,674,167 1,652,355 1,701,926 1,752,984 1,805,574 1,859,741 Highway Users Tax1,030,000 1,030,000 1,056,044 1,056,044 1,056,044 1,056,044 1,056,044 USFS Revenue100,000 100,000 110,500 110,500 110,500 110,500 110,500 Investment Income188,000 134,080 113,670 136,404 159,138 500,148 795,690 Other Revenues1,125,382 1,710,339 1,588,044 1,633,569 1,662,141 1,718,805 1,741,622 Grant Revenues155,848 183,233 152,191 155,691 159,272 162,935 166,845 Human Services Grant Revenues 926,464 1,350,464 1,375,097 1,406,724 1,439,079 1,472,178 1,507,510 Total Revenues19,848,80620,926,65321,464,893 21,396,62521,983,76422,976,67923,925,905 Expenditures Labor Wages & Retirement Contributions 11,538,935 11,414,022 11,589,916 11,924,865 12,151,198 12,609,614 12,894,023 Overtime 210,684 210,684 214,005 220,426 227,039 233,850 240,865 Health Insurance 2,659,114 2,698,746 2,775,087 2,956,277 3,058,592 3,211,521 3,372,097 Workers' Compensation Insurance 181,482 181,482 182,440 186,636 190,928 195,319 199,811 Services & Supplies 4,663,288 6,053,736 5,362,476 5,325,299 5,371,795 5,571,332 5,629,059 Cost Centers (Risk and Radio) 328,202 328,202 267,975 274,138 280,442 286,892 293,776 Fleet Cost Center 966,617 937,867 977,729 1,036,393 1,098,576 1,164,490 1,234,360 Replacements Radio Tech 141,450 167,860 154,850 246,901 89,171 121,064 92,960 Other Departmental Equipment 253,849 418,987 234,295 156,059 371,748 172,583 220,240 One-Time Projects 115,000 115,000 81,000 - - - - Grant Programs 114,265 405,659 117,729 120,437 123,207 126,041 129,066 Human Services Grant Programs 747,083 1,096,833 1,090,027 1,115,098 1,140,745 1,166,982 1,194,990 Allocation of Costs to Other Funds (1,238,783) (1,121,783) (1,133,527) (1,159,598) (1,186,268) (1,213,552) (1,242,677) Anticipated Favorable Budget Variance (350,000) - (328,710) (336,044) (343,758) (354,692) (363,879) Total Expenditures20,331,18622,907,29521,585,292 22,066,88722,573,41523,291,44423,894,691 Transfers From Other Funds 725,295 725,295 576,135 507,595 507,595 507,595 507,595 Transfers To Other Funds (114,072) (114,072) (89,533) (113,931) (113,931) (113,931) (113,931) Annual Surplus/(Deficit) 128,843 (1,369,419) 366,203 (276,598) (195,987) 78,899 424,877 397,394 Average Annual Surplus 79,479 Beginning Available Undesignated Fund Balance9,781,934 8,412,515 8,778,718 8,502,120 8,306,133 8,385,032 8,412,515 Ending Available Undesignated Fund Balance 8,502,1208,778,718 8,306,133 8,385,032 8,809,909 G:\budget\2013\original\5-Year Plan\ 2013 financial model 12-4-12.xlsx Summary 12/6/2012 2:25 PM PITKINCOUNTYCAPITALREPLACEMENTFUND 20132022 20122013201420152016201720182019202020212022Total Revenue 46%ofSalesTax3,226,9403,261,3203,375,4663,493,6073,615,8833,742,4393,873,4254,008,9944,149,3094,294,5354,444,84438,259,821 RoadImpactFees75,000100,000100,000100,000100,000100,000100,000100,000100,000100,000100,0001,000,000 Grants109,000530,000500,000100,000608,00050,000350,00050,0002,188,000 EOTCContribution1,000,0001,000,000 OtherGovernmentalRevenue/Grants51,1451,100,000180,0001,280,000 SaleofAssets134,683142,947123,291128,137185,034172,189165,494239,459194,900126,64566,8911,544,987 TotalRevenues3,596,7686,134,2674,278,7573,821,7444,508,9174,064,6284,138,9194,698,4534,444,2094,571,1804,611,73545,272,808 CapitalExpenditures InformationTechnology PC/Printer/CopierReplacements285,500205,000135,500117,500128,50080,500170,000141,000114,000127,00077,5001,296,500 CountyCapitalProjects474,001128,000210,000120,000120,000120,000223,000250,280120,000120,000120,0001,531,280 CountySoftwareReplacements67,000100,000100,000300,000300,000300,000300,000300,000300,000300,000300,0002,600,000 SharedCapitalProjects450,629178,30038,800168,50067,000123,000180,600121,660390,80067,40084,0001,420,060 TotalInformationTechnology1,277,130611,300484,300706,000615,500623,500873,600812,940924,800614,400581,5006,847,840 Radio/TechnicalServices EquipmentReplacement98,823121,116300,000421,116 Vehicles PassengerVehicles287,213183,860378,738331,686572,445321,649332,832304,621374,658607,622334,4563,742,567 HeavyEquipment532,657530,875237,718309,000352,723539,296494,638892,676599,84425,6023,982,372 TotalVehicles819,870714,735616,456640,686925,168860,945827,4701,197,297974,502633,224334,4567,724,939 Roads RoadCapitalImprovement711,5565,930,000650,00050,000475,00050,000750,0007,905,000 BridgeCapitalImprovement145,000750,000200,0001,250,0002,200,000 RoadMaintenance4,108,83875,0001,275,000520,0001,695,0001,651,0001,665,0001,540,0001,775,0001,431,0002,550,00014,177,000 BridgeMaintenance50,000100,00050,00050,00050,00050,00050,00050,00050,000500,000 Contingency302,530100,000100,000100,000100,000100,000100,000100,000100,000100,000100,0001,000,000 TotalRoads5,267,9246,905,0002,025,000770,0001,845,0001,801,0001,815,0002,165,0001,975,0002,531,0003,950,00025,782,000 Facilities Courthouse677,040120,482199,500253,500133,300146,50030,00065,40012,00010,000970,682 CourthousePlaza150,978385,5221,021,400594,8751,729,75010,00018,80071,50016,20010,0003,858,047 Jail253,294233,56334,94568,05039,75072,60052,00025,25063,00012,00010,000611,158 Health&HumanServices35,2659,520352,000230,00098,300156,10071,50066,00036,00012,00010,0001,041,420 SeniorsCenter6,10031,62510,00041,625 PublicWorks&FleetMaintenance122,063590,52010,500492,00048,375103,55023,8009,60041,500126,4007,0001,453,245 PWCabin&CinderBuilding10,30030,8252,0004,3253,6006,2303,00015,62551,200116,805 FacilitiesWorkEquip&Projects59,5901,2007,5004,5003,20014,0006,0005,2007,00017,20017,20083,000 Contingency/ProjectManagement56,57244,876158,091245,764312,46573,96129,95526,78732,83529,13414,730968,597 EnergyEfficiency737,46690,00090,000 TotalFacilities2,108,6681,416,5081,783,9361,888,6892,398,765581,036235,655210,567258,735240,559220,1309,234,579 TotalCaptialExpenditures9,572,4159,768,6595,209,6924,005,3755,784,4333,866,4813,751,7254,385,8044,133,0374,019,1835,086,08650,010,474 AnnualSurplus/(Deficit)(5,975,647)(3,634,392)(930,935)(183,631)(1,275,516)198,147387,194312,649311,172551,997(474,351)(4,737,666) TransferofFundBalance1,000,0001,000,000 FundBalance4,433,9401,799,548868,613684,982409,466607,613994,8061,307,4561,618,6282,170,625 EndingCapitalFundBalance 1,799,548868,613684,982409,466607,613994,8061,307,4561,618,6282,170,6251,696,274 G:\budget\2013\original\5YearPlan\2013CapitalReplacementFund12412.xlsx PITKINCOUNTY FUNDBALANCEOVERVIEW ``2013 Proj.Begin.BudgetedBudgetedTransfersEndingNetChangeinFundBalanceas FundBalanceRevenuesExpendituresIn&OutFundBalanceFundBalance%ofExpenditures GENERALFUND: GeneralFundOperations8,412,51521,464,89321,585,292486,6028,778,718366,20341% GeneralFundCapital5,433,9406,134,2679,768,6591,799,548(3,634,392)18% TABORReserve642,049642,049 Contingency3,357,9513,357,951 GeneralFundReserved*1,384,2701,384,270 TOTALGENERALFUND 19,230,72527,599,16031,353,951486,60215,962,536(3,268,189)51% SPECIALREVENUEFUNDS: OpenSpace&TrailsFund3,674,74911,225,1854,470,22369,00010,498,7116,823,962235% HealthyRivers&StreamsFund1,338,944800,462408,8641,730,542391,598423% HealthyCommunityFund99,0002,001,0261,479,702(500,602)119,72220,7228% TranslatorFund926,024769,119881,255813,888(112,136)92% Enhanced911Authority798,110542,277454,428885,95987,849195% LibraryFund226,4643,584,2803,617,687193,057(33,407)5% LibraryEndowmentFund5,537,1791,5505,538,7291,550 AmbulanceDistrict576,606460,251690,210346,647(229,959)50% TransitSales&UseTaxFund10,740,70712,364,39412,730,03810,375,063(365,644)82% TransitSalesTaxDebtFund163,566662,438659,663166,3412,77525% HousingG.O.Debt4,4644,464 HousingImpactFund10,600,420740,1663,252,0008,088,586(2,511,834)249% ConservationTrustFund2,55355,170(55,000)2,723170 PublicHealthFund275,000275,0000% PROPRIETARYFUNDS: Airport6,941,61711,174,9378,756,4559,360,0992,418,482107% ResourceRecovery3,420,0464,182,6364,290,0083,312,674(107,372)77% GIDFUNDS: RedstoneRanchAcresGID3,7029,5467,4655,7832,08177% TwiningFlatsGID20,00018,24817,67320,575575116% INSURANCEFUNDS: InsuranceIBNR776,214776,214 HealthInsurance1,789,0401,789,040 TOTAL:66,870,13076,465,84573,344,62269,991,3533,121,22395% *ReservedFundBalances: ParkDedicationFees749,096 StateSuperfundTipFees460,718 AirQualityMitigation24,666 VeteransMemorial3,363 TipsyTaxi146,427 1,384,270 G:\budget\2013\original\5YearPlan\2013FundBalanceSummary.xlsx RECOMMENDEDGENERALFUNDBUYUPREQUEST S Description Department20132014201520162017Total5Year LABOR GeneralFundCompensationPoolfrom2%3%3%4%4%56,97258,68160,440(61,293)(192,557)(77,757) to3%inallyears SkilledTradesperson(2yearposition) FacilitiesMaintenance Salary($25.00/hr) 52,00053,560105,560 Retirement&OtherBenefits 8,9799,24818,227 HealthInsurance(averagecost) 16,50017,65534,155 CapitalFundSavings(156,479)(80,463)(236,942) NetCost (79,000)(79,000) ONETIME VariableMessageSignPanel Road&Bridge30,00030,000 SeniorSummitSpring2013 SeniorServices6,0006,000 TOTALGFRECOMMENDED13,97258,68160,440(61,293)(192,557)(120,757) PENDINGGENERALFUNDBUYUPREQUEST S LABOR BuildingTechnician/FrontDesk ComDevBuildingInspection Salary($22.55/hr) 46,90448,31149,76051,25352,791249,020 Retirement&OtherBenefits 8,1908,4368,6898,9499,21843,482 HealthInsurance(averagecost) 16,50017,65518,53819,46520,43892,595 NetCost 71,59474,40276,98779,66782,447385,097 ComDevBuildingInspectionFTEIncr.ComboPlansExaminer/Inspector Salary(40%FTE,$32.88/hr) 27,35628,17729,02229,89330,789145,237 Retirement&OtherBenefits 4,2404,3674,4984,6334,77222,511 NetCost 31,59632,54433,52034,52635,562167,747 TOTALPENDING103,190106,946110,507114,193118,008552,844 RECOMMENDEDCAPITALFUNDBUYUPREQUEST S Equip.toSupportNewLandUseSoftware ComDevBuildingInspection7,06120,91127,972 UpdateFleetFacility FleetCapital210,000210,000 LawtacBase/VoterProject Radio/TechServices21,51621,516 MicrowaveLoop Radio/TechServices81,60081,600 RedMountainVoterReplacement Radio/TechServices18,00018,000 TOTALCAPITALFUND338,17720,911359,088 RESTRICTEDFUNDSRECOMMENDEDBUYUPREQUESTS Description Fund20132014201520162017Total5Year LABOR AdminAssistant OpenSpace Salary($18.55/hr) 38,58439,74240,93442,16243,427204,848 Retirement&OtherBenefits 6,9007,1077,3207,5407,76636,633 HealthInsurance(averagecost) 16,50017,65518,89120,21321,62894,887 61,98464,50467,14569,91572,821336,368 LandandTrailManager OpenSpace Salary($27.41/hr) 57,01358,72360,48562,30064,169302,690 Retirement&OtherBenefits 9,75610,04910,35010,66110,98051,796 HealthInsurance(averagecost) 16,50017,65518,89120,21321,62894,887 Savings(seasonalelimination) (29,468)(29,468)(29,468)(29,468)(29,468)(147,340) 53,80156,95960,25863,70567,309302,033 InternshipOneYear Airport32,60032,600 Grant (12,600)(12,600) 20,00020,000 ONETIME CarpetExtractorReplacement Airport30,00030,000 AirfieldLightingControlSystem Airport70,00070,000 AirportMobilePart139InspectionSystem40,00040,000 TOTAL 275,785121,463127,403133,620140,130798,401