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HomeMy WebLinkAboutFY10 Adopted BudgetThe height of desert living. 1 The height of desert living. TOWN OF FOUNTAIN HILLS, ARIZONA FISCAL YEAR 2009-2010 BUDGET The height of desert living. 2 The height of desert living. 3 TABLE OF CONTENTS INTRODUCTION Budget Message 5 Budget Highlights 13 Community Profile 21 Town Council 27 Organizational Chart 32 FINANCIAL OVERVIEW Financial Overview & Policies 33 Revenue Summary 47 Expenditure Summary 63 Budget Process & Schedule 73 OPERATING BUDGETS Operating Budgets 81 Town Council 82 Municipal Court 90 Administration 94 Public Works 106 Planning & Zoning 116 Parks & Recreation 126 Community Center 136 Law Enforcement 144 Fire & Emergency Medical 150 The height of desert living. 4 TABLE OF CONTENTS Performance Measures 157 SPECIAL FUNDS Special Revenue Funds 259 Debt Service Funds 263 Tax Levy 268 CAPITAL IMPROVEMENT/VEHICLE REPLACEMENT Capital Improvement Program 269 Policy and Procedure 270 5 Year Schedule 274 Project Information Forms 281 Vehicle Replacement Plan 311 Policy and Procedure 312 Interfund Charges 316 SCHEDULES Authorized Positions 319 Glossary 331 The height of desert living. 5 BUDGET MESSAGE Honorable Mayor and Town Council: I am pleased to submit the Operating and Capital Improvement Budgets for the Town of Fountain Hills for the fiscal year beginning on July 1, 2009 and ending June 30, 2010 (FY2009-10). This budget is balanced and designed to convey to the public a budget message that articulates priorities and issues for the upcoming fiscal year. The budget also highlights any issues facing the staff in developing the budget, as well as short-term financial and operational policies that were instrumental in guiding the development of the annual budget. Although each fund should be viewed indi- vidually, the Town’s total budget, including all funds, is estimated at $35.3M in ex- penditures, with projected revenues of $33.1 million (reserves in the capital projects fund will be used to fund projects). Due to an unstable economy and the global re- cession, staff has taken a very conservative outlook when projecting FY2009-10 revenues and included only those expenditures that are consistent with the Council’s goals. The budget process involved a newly formed Executive Budget Committee consisting of staff members with diverse perspectives and the Mayor. The committee was as- signed the task of prioritizing expenditure requests to meet the Council goals and provide a sustainable level of service with the resources available. This budget is the product of that process and accomplishes that goal. The primary focus of the pro- posed budget is usually the operating, or General Fund, the Town’s largest fund, which supports basic services. With the economic downturn came declining reve- nues. Developing the proposed budget, therefore, required making choices to achieve a budget that balances the available resources with the Council goals, while maintaining a level of service to support a high quality of life in Fountain Hills. Year in Review To frame the many decisions that have laid the foundation for projections contained in the 2009-2010 budget, it is necessary to reflect briefly on the past fiscal year. For Fountain Hills, 2008 began with cautious optimism expecting modest growth in reve- nue and excitement about new dollars expected from economic development initia- tives. What we encountered was a virtual collapse in the single family residential home construction in our community. Since incorporation in 1989, we have not ex- perienced the depths of a national slowdown to the extent we are presently facing. (See graph on next page) Budget Message The height of desert living. 6 The downturn in the economy resulted in significant declines in building permit activ- ity in Fountain Hills that resulted in a 7% drop in operating revenue. Consequently, there were corresponding decreases in expenditures in order to avoid a budget defi- cit. Additionally, the Town hired a new Town Manager in July, 2008, with the depar- ture of the previous Town Manager and an Acting Town Manager. When it became apparent early in the fiscal year that the economy was worsening several budget cuts were made to accommodate the decreased revenues. Examples of budget ad- justments in FY09 are: Implementation of a hiring freeze on all non-essential positions Reductions in staff in the Planning & Zoning Department Postponement of Park capital outlays Postponement of Facilities capital outlays Reduction in professional fee contracts Reduction in training and conference expenses In developing the proposed budget, Town staff followed a zero-based approach, leading to a focused review of services delivered by the Town, increased scrutiny of expenditures, and prioritization of programs to be funded using limited resources. Additionally, the Town remains committed to funding one-time capital projects with one-time revenue sources, such as construction related revenues and surplus Gen- eral Fund revenues. Ongoing operating costs should be funded with stable and reli- able revenue sources. As we celebrate Fountain Hills’ 20th birthday, we believe that despite the economic slowdown with its resultant revenue diminishment, we are focused on providing a Budget Message The height of desert living. 7 sustained level of service to our residents. During this slowdown, we plan to use this opportunity to better connect with our neighborhoods and citizens by concentrating on our core missions as defined by the Mayor and Town Council. Long Term Strategic Goals and Objectives The majority of the budget initiatives apply to strategic priorities that were adopted in the Town’s Strategic Plan 2006-2010. An update of the strategic plan will be com- pleted by March 2010. Strategic Focus Area: Education Higher education and continuing education and support of educational ex- cellence Create lifelong learning opportunities Strategic Focus Area: Physical Planning Zoning and Architecture Require new developments to use native vegetation Strictly enforce General Plan and Zoning ordinances Establish controls over commercial architectural compatibility Annex State Trust Land Strategic Focus Area: Parks and Recreation Add new amenities to Parks and Recreation system Strategic Focus Area: Small Town Atmosphere and Town Identity Strengthen the community’s small town identity Strategic Focus Area: Municipal Government Services Increase pedestrian safety Ensure all streets in Fountain Hills are well maintained and smooth Strategic Focus Area: Preservation of the Environment Enhance dedication to stewardship of the natural environment Short Term Goals The budget for FY2009-10 was guided by the current economic environment which continues to provide fewer building permits and reduced retail activity. With a budget of $2 million less than two years ago (a 12.5% decline), strategic decisions had to be made to balance the community priorities with available resources. Those decisions resulted in a decrease in infrastructure and amenity maintenance. Exam- ples include: No overseeding on three of the Town’s four parks. Our signature Fountain Park Budget Message The height of desert living. 8 will continue to be maintained at the same level. Turf mowing schedule at parks reduced by half Elimination of palm tree trimming for one year Freeze salaries and provide no merit and cost of living increases for staff Reduced fleet vehicles and/or equipment by 17% Reduction of force in building division No new authorized full time positions The budget includes appropriations for the goals and priorities established by the Town Council during their annual retreat. The Town Council met in January of 2009 to develop goals and objectives for the budget year as part of the annual planning process. At the retreat the Council established 13 goals consistent with the strategic plan. They also provided several objectives to achieve those goals. The Town Manager and staff then met to prepare an implementation plan to be incorporated into the FY2009-10 budget. Upon adoption of the Town Council goals, specific work- plans are developed in each of the operating divisions to ensure that Fountain Hills’ residents can monitor the improvement in Town services and the achievement of the Council’s goals. The matrix on page 9 indicates which departments/divisions are re- sponsible for the implementation of FY2009-10 goals and objectives and shows the relationship between the activities performed by the operating divisions and the ef- fect on operating budgets reported in the division budget summaries. For the past seven years the Town of Fountain Hills has been awarded the Govern- ment Finance Officers Association (GFOA) Distinguished Budget Presentation Award. This award is presented to government entities that meet certain criteria in the pres- entation of their budget. This Budget Message section is designed to provide the layperson with a broad view of the contents included in the FY2009-10 Fountain Hills budget, its processes, issues and anticipated outcomes. Document sections are cited in order to guide the reader to more in-depth information and explanation of the drivers of Fountain Hills operating budget and capital improvement program. Economy Under the proposed budget, operating revenues for FY2009-10 are projected to de- cline 12% compared to the FY07-08, including a drop in State Shared Revenues of $1.5 million. The decrease in income tax revenues is based on two years prior cor- porate and individual income taxes; therefore, it is expected that this source of reve- nue will continue to decline for the next two years based on the recession and global economy. Similarly, revenues from construction related permits are anticipated to continue their decline during FY2009-10 with the decline in single family housing per- mits. Residential permits have declined 50% since FY07. Budget Message The height of desert living. 9 Goal How Addressed Page No Ensure that the Strategic Plan continues to be implemented and updated. Town Manager 164 Ensure development of former state trust land proceeds in a way which is most re- sponsible and beneficial to the commu- nity. Planning & Zoning 216/219 Maintain and develop good roads and walkways within fiscal constraints. Streets 209 Make optimal use of trails and expand public access to parks and open space. Parks & Recreation 227-243 Maintain service level and functionality of parks. Parks & Recreation 227-243 Explore the need for an Environmental Commission with specific responsibility to develop new measures and support ex- isting initiatives that improve the quality of our natural environment. Planning & Zoning 217 Maintain and promote our small town character by enhancing public private collaboration to develop new and im- prove existing special events. Parks & Recreation 220 Enhance customer service and enrich our citizens’ lives by expanding access to Town offerings and services, developing innovative approaches to service deliv- ery, and developing/implementing meth- ods for gathering citizen input. Town Manager Community Affairs 163 190 Demonstrate organizational progress to citizens and promote transparent gov- ernment. Town Manager 163 Enhance the Town’s economic base by maintaining strong business relations, developing and implementing innovative strategies to bring beneficial businesses to Town, supporting an environment conducive to new business development, and developing initiatives designed to help businesses succeed. Economic Development 187 Build and strengthen internal and exter- nal relationships utilizing mutual respect as the basis. Town Manager 163 Exercise fiscal responsibility while main- taining organizational/functional integ- rity. Finance 174-177 Support initiatives which enhance public safety in our community. Public Safety 256-258 Budget Message The height of desert living. 10 Budget Message In order to match available resources, operating expenditures are budgeted at 4% less than last years’ budget. Fountain Hills’ goals are long-term and address the en- tire organization, such as the long-term impacts of revenue shortfalls related to the decline of construction related activity revenue due to build-out. The Town is ap- proaching a population of 26,000 with an expected population at build-out of 34,324, including newly annexed State Trust Land property. These long-term forecasts show that the Town’s operating costs will begin to outpace revenues, and alternative reve- nue sources or program cuts will need to be considered. Given the cyclical nature of the economy, it is difficult to project revenues two or more years into the future with any degree of certainty. However, the long-range forecasts serve as an early warning that the Town must continue to exercise restraint in its long-term fiscal planning. The Town is past its highest historic period of expansion; with an economy that is maturing and moving to a slower – and more sustainable level of growth. Maintenance of the Reserve Fund: During FY09 the Town Council amended the Town’s financial policies related to Fund Balance in order to create a Rainy Day Fund (RDF). The current policy sets aside a reserve equal to 30% of the General Fund budget to ensure that the Town can provide basic services in the event of major emergencies. This 30% is made up of two components – 20% of the previous five years revenues, 10% of the previous five years revenues plus 30 days expenditures FY06 FY07 FY08 FY09 FY10* $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 Operating Revenues FY06 through FY10 in millions *estimated The height of desert living. 11 of the upcoming fiscal year (now classified as Rainy Day Fund). The Rainy Day Fund is segregated from the General Fund and is programmed into the FY09-10 budget for the sole purpose of preparing for a catastrophic downturn in revenues. If utilized, the Rainy Day Fund (RDF) is to be replenished through future appropriations in the General Fund at a rate of 1% of General Fund revenue until restored. The reserve fund is very important in retaining the Town’s AA3 bond ratings. Re- serves in excess of the fund balance policy are transferred to the Capital Projects fund for future appropriation by the Council. A Debt of Gratitude I would like to offer my special thanks to the Fountain Hills Mayor, Town Council members, and the numerous commission members for their many hours of volunteer service without which the Town could not function in the fine manner that it has over the years. This volunteer core of more than 200 citizens offers Town staff a vast bank of knowledge about subjects that contribute not only to planning for the pre- sent, but also for the future of Fountain Hills. I would also like to thank the Town of Fountain Hills department directors and super- visors for their patience and great effort in preparing their departmental budgets. The directors and their staff attended several sessions with the Executive Budget Budget Message FY06 FY07 FY08 FY09 FY10* $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 Operating Expenditures FY06 through FY10 in millions *estimated The height of desert living. 12 Committee to justify their programs, develop cost estimates, and answer many questions. The team’s efforts have resulted in a balanced budget, which achieves the Council’s current goals and assists in future planning towards the vision of Foun- tain Hills. Respectfully submitted, Richard M. Davis Richard Davis, ICMA-CM Town Manager Budget Message The height of desert living. 13 Budget Key Initiatives Key initiatives of the FY09-10 budget include the following: Initiation of program budgeting and a performance measurement program Implementation of a Rainy Day Fund policy. Updating of the Town’s strategic plan. Increasing capital projects (40% of total expenditures) through use of grants, stimulus funds and bond proceeds. Partnering with the local school district in an effort to have the voters ap- prove a secondary property tax for a major road project and school over- ride Investment in economic development initiatives focused on business reten- tion, recruitment and vitality. Continuing exploration of cost recovery through creation of a stormwater utility. Program Budgeting The Town of Fountain Hills has traditionally prepared a line item budget. This year the Town is moving toward development of a Performance Based Program Budget. This process will be implemented over a number of years, beginning with the budget of FY 2009-2010. The overall purpose of the Performance based budget is to establish a process to as- sist program managers in scheduling work and resources in order to efficiently and effectively carry out the Town’s Goals and Objectives contained in the Strategic Plan and prioritized by the Council during their budget retreat. We believe that program budgeting, when fully implemented, will provide the citizens with a better picture of the true cost and value of various Town services. Included in this budget is a Program Budget Performance Measurement section. This section begins to identify the various programs within each of the Town’s Depart- ments. Each Program page identifies the Service Delivery Plan and provides a list of Activi- ties that are included in the Program. Performance Measures are also included. Quality, Productivity and Cost Effective- ness elements are targeted for measurement. Implementation of a Rainy Day Fund The Rainy Day Fund will be created by transferring $1,310,254 from the General Fund fund balance at the close of FY 2008-09. This transfer still preserves the Gen- Budget Highlights The height of desert living. 14 eral Fund balance required by the Town’s financial policy of at least 30% of general fund budgeted revenues. The Rainy Day Fund is being established to provide leverage in the event of a sub- stantial revenue loss that was not anticipated in the budget process and that can not be accommodated through expenditure reductions in the fiscal year. Funds drawn from the Rainy Day Fund would have to be repaid as soon as economic conditions allow. Updating the Town’s Strategic Plan As the Town’s current plan ends with FY2009-10, the Town Manager’s department has incorporated additional funding to assist the Strategic Planning Advisory Com- mission in the development of a revised plan for presentation to Council by March of 2010. Capital Projects Expansion The Town’s budget reflects a significant increase in proposed capital projects for the coming fiscal year. This increase in projects is contingent upon receipt of two new sources of funding; Federal stimulus funds and voter approved bonds. If these funds do not become available, the proposed projects will be re-programmed in future years when other funding sources are available. Economic Development While most Town Departments saw a decrease in their budgets for FY2009-10, the Economic Development Department’s budget has increased in an effort to provide programs and services for current business retention and vitality and to pursue new business recruitment. Stormwater Utility The FY2009-10 budget provides funding for staff time and program support to con- tinue exploring the possibility of creating a stormwater utility to provide funding for various Federal and State mandates, as well as long term capital funding for drain- age projects in various areas of Town. Budget Highlights The height of desert living. 15 General Fund Highlights Salaries and Benefits After the staff reductions made during FY08-09, the total full time equivalent em- ployees (FTE’s) proposed for fiscal year 2009-2010 is 81.1, compared to 88.25 in FY2008-09. (See Authorized Position charts beginning on page 315). The only increases in staffing included are an increase in Volunteer Coordinator hours to .75 FTE from .50 FTE and the addition of a .1 FTE Driver in Senior Activities. All of these positions are funded through the General Fund. The budget anticipates that wages will be frozen for the upcoming fiscal year and no merit increases will be awarded. Because local governments are primarily a service industry salaries and benefits comprise a major portion of expenditures. For Foun- tain Hills salaries and benefits represent 14.8% of the total budget. Contractual Services/Professional Fees The Town contracts with outside professionals for a number of services. Two major contracts included in this category are: 1) Fire protection and emergency medical services ($2,852,368), currently under contract with Rural Metro Corporation; and 2) police protection ($2,707,728) currently provided through the Maricopa County Sher- iff’s Office. Both contracts were re-negotiated with a reduction in annual cost gener- ating a significant savings to the taxpayers of Fountain Hills. Jail/prisoner expenses are budgeted at $96,000 in FY 2009-10, up from $68,000 in FY 2008-09. This is based on a substantial increase in jail days utilized during the current fiscal year that is expected to continue into the new year, partly as a result of new mandatory jail time laws. Contractual services also include four (4) subsidies that the Town contributes on a competitive basis to local non-profit organizations for the provision of specific pro- grams. The Town issued Request for Proposals for services that the Town does not provide – specifically, Youth Services, Youth Arts, Social Services, and Tourism. To- tal funding for these programs was for three years beginning in FY07-08. The annual cost for FY09-10 is $505,814 and is budgeted in the Town Manager’s budget. The Town has contracted in past years with Maricopa County to provide an elderly and handicapped transportation program (STS). The County has advised the Town that funding for the program has been eliminated and they will no longer be able to provide this service to the Town of Fountain Hills. $90,000 in funding for this pro- gram is still included in the Community Center/Senior budget, but, to date, no alter- native programs have been found to replace this contracted service. Maintenance of the Town’s 121 acres of parks, Town medians, dams, and washes are provided by independent contractors. Contracts for landscape maintenance (Parks) and median maintenance (Public Works) have been reduced substantially in FY2009- Budget Highlights The height of desert living. 16 10. Contracts for wash maintenance (Public Works) have been eliminated. The outside Sales Tax Audit program is continuing in FY 2009-10, and the Home De- livered Meals program is adding a third route. The Town owns the Town Hall facility, Library, Museum, Community/Senior Center, two Fire stations, a Vehicle Maintenance/Street Yard facility, the Kiwanis building, and the Community Theater building. Maintenance of these facilities have been cen- tralized under the Facilities Division of the Public Works department in FY2009-10. This consolidation should help to reduce costs and make scheduling of maintenance and custodial personnel more efficient. Other Services and Supplies Other services and supplies include operational costs such as dues, conferences, printing, office supplies, operating supplies, uniforms, etc. Other items in this cate- gory are utilities, gas and oil, postage, insurance, and telecommunications. In FY2009-10, no out of state conferences are budgeted Certifications and continu- ing education classes were held to a minimum. Additional marketing, promotion and advertising expenses have been included in the Economic Development budget in accordance with the Council’s goal to enhance the Town’s economic base by maintaining strong business relations and developing ini- tiatives designed to help businesses succeed. The Town telecommunications contract for cellular service was re-negotiated provid- ing savings over last year’s budget. Additional savings are expected as a result of the downsizing of the Town’s active fleet. Capital Outlays Capital outlays in the operating budget include the purchase of furniture and equip- ment, and the improvement of Town facilities with a cost of at least $10,000 but less than $50,000. Expenditures of $50,000 or more are included in the Capital Improve- ment Program There are no capital outlays budgeted in FY2009-10 The sources of funds included in the budget total $33.1 million, with the major com- ponents reflected in the table below: Budget Highlights The height of desert living. 17 The sources of funds included in the budget total $33.1 million, with the major com- ponents reflected in the table below: It should be noted that these sources of revenue are very sensitive to the upward and downward cycles of the economy as well as to annual legislative appropriations. Additionally, these revenues are distributed to cities and towns based on each mu- nicipality’s population compared to that of the entire state. Some municipalities have abundant available land for expansion and will continue to grow in population, while others, like Fountain Hills, have fixed borders and limited population growth. Over time, Fountain Hills will, therefore, represent a smaller and smaller percentage of the total and will be allocated a smaller percentage of state shared revenues. A brief description of the activities and changes in each area follows: General Fund – revenues decreased by $1.4 million or 8.7% due primarily to two categories – State Shared Revenues and building related charges. These revenues are sensitive to changes in the economy and have declined as the economic reces- sion deepens. The local sales tax, however, has remained relatively stable due to the small amount of retail development in the Town. Special Revenue Funds (includes streets (HURF) Fund) – HURF revenues are dis- tributed by the State and are based on gasoline sales and population. The FY10 revenue is anticipated to decline 8.4% as consumers look for more fuel efficiency. However, the Town still anticipates receiving stimulus funding designed for specific infrastructure projects. However, if the funds are not awarded the projects will be delayed until resources become available. Expenditures of $4.6 million include the following: HURF (streets operating fund) $1.6 million Grants (street projects) $2.3 million Grants proceeds are transferred to the Capital Projects Fund where the expenditure is recorded. The street projects are partially funded by a grant from the Maricopa Association of Governments (MAG) as well as stimulus funds. Shea Boulevard is a major east-west thoroughfare connecting Scottsdale and Fountain Hills; the project will complete a climbing lane for the western direction Budget Highlights Actual Actual Budget Proposed Source of Revenues GENERAL FUND REVENUES $16,907,187 $16,673,979 $16,142,395 $14,696,229 SPECIAL REVENUE FUNDS $2,675,385 $2,658,027 $4,291,326 $4,492,254 DEBT SERVICE FUNDS $3,271,377 $3,138,093 $3,178,770 $3,214,041 DEVELOPMENT FEES $1,290,237 $488,585 $488,585 $145,470 CAPITAL PROJECT FUNDS $528,225 $1,657,434 $742,134 $10,528,907 TOTAL ALL FUNDS $24,672,411 $24,616,118 $24,843,210 $33,076,901 The height of desert living. 18 Debt Service Funds – the most significant source of revenue in this area is prop- erty taxes ($1.8 million) for the repayment of voter approved General Obligation bond debt. There are also transfer revenues from the HURF fund for Highway User Revenue bond repayments, from the local sales tax (excise tax) for Municipal Prop- erty Corporation bond repayments. There is presently one facilities district (Eagle Mountain) that levies a property tax on benefitted property owners for semi-annual payment on improvement bonds. Total debt service revenues for FY09-10 are budg- eted at $3.2 million including secondary property taxes for voter approved bonds, transfers from Highway User Revenue Funds to pay for road improvements, transfers from the General Fund for the Community Center and excise taxes to pay for Munici- pal Property Corporation (MPC) debt (mountain bonds and Civic Center phase II). The following is a summary of the debt payments for FY09-10: General Obligation Bonds (property taxes) $1.4 million Street Bonds (HURF Revenues) $0.1 million Municipal Property Corporation (excise taxes) $1.4 million Eagle Mountain Facilities District (property taxes) $0.4 million The chart below shows a history of the Fountain Hills secondary property tax rate for the voter approved projects. The levy for FY09-10 is projected to be $.2173 per $100 of assessed valuation which is 10% higher than last year. The increase in the rate is due primarily to the drop in the Town’s secondary assessed valuation which is the basis for calculating the rate. Budget Highlights The height of desert living. 19 Development Fees – revenues from development fees have declined 70% with the drop in building permit activity. Until the economy recovers or a developer moves forward with plans to develop 1300 acres in the northeast corner of the community this revenue source will remain slow. With limited funds from development there is only one project scheduled to be com- pleted with development fee proceeds. The project is to upgrade traffic signals to newer technology. Capital Project Funds – the primary sources of revenue for this fund are: Bond proceeds $4.5 million Special revenue (grants) $2.3 million Federal stimulus funding $2.5 million Construction sales tax $500,000 Transfers from other funds $663,000 The above revenue sources are not considered certain but they are included as po- tential funding for a total of $10.5 million. Stimulus and grant funds have given the Town the opportunity to move forward on major capital projects that might other- wise have to be delayed due to the economy. However, the following projects and funding source are planned for FY09-10: Downtown sidewalk improvements $0.3 million Excise tax Shea Boulevard climbing lane $2.7 million Grants and stimulus Shea Boulevard widening $1.6 million Grants and CIP funds Saguaro Boulevard mill and overlay $4.5 million Bond proceeds Town wide sidewalks $0.7 million Grants and CIP funds Traffic signal upgrades $0.1 million Development fees Fire station $1.5 million Grants and stimulus Pavement maintenance $0.5 million HURF and CIP Drainage project $0.1 million CIP Technology upgrades $0.1 million General Fund The Town has been awarded stimulus funding through the Maricopa Association of Governments to complete a main arterial widening project that has been in design for the past few years. The Town has included several capital projects in the budget (see the Capital Projects section on page 247) that are dependent upon stimulus, grant or voter approval to proceed. If no outside sources of revenue are received, the projects will be delayed until funding is available. Budget Highlights The height of desert living. 20 Development fees are restricted and may only be spent with Council approval. Addi- tionally, expenditures from this fund are also restricted by Ordinances 00-21 through 00-26 which state that the expenditures cannot be “appropriated for funding mainte- nance or repair of public facilities nor operational or personnel expenses associated with the provision of the public facility”. However, appropriations can be made by the Council for financing public facilities and public facility expenditures, and capital expenditures related to maintaining the level of service standards for existing town residents (streets). Through the strategic planning process the Town is preparing a revised twenty-year revenue and capital improvement plan that will identify when one-time revenues will go away and facilitate the multi-year and capital improvement planning. Budget Highlights The height of desert living. 21 COMMUNITY PROFILE The Town of Fountain Hills is a master planned community established in 1970 by McCulloch Properties (now MCO Properties, Inc.). Prior to 1970 the area was a cattle ranch and was part of one of the largest land and cattle holdings in Arizona. The land was purchased by Robert McCulloch in the late 1960s and the community designed by Charles Wood, Jr. (designer of Disneyland in southern California). One of the community’s most valuable assets is its natural beauty. Incredible views and natural desert terrain provide for a wide range of outdoor activities including hiking, biking, boating and golf. In fact, Fountain Hills contains some of the more challenging and pic- turesque golf courses in the State of Arizona. The centerpiece of Fountain Hills is our beautiful fountain; one of the world's tallest man-made fountains. It serves as a focal point for the community and attracts thousands of visitors each year. The fountain was built in 1970 by Robert McCulloch the year before recon- struction of the London Bridge in Lake Havasu City., another of McCulloch's projects. The fountain sprays water for about 15 minutes every hour at the top of the hour. The plume rises from a concrete water-lily sculpture in the cen- ter of a large man-made lake. Community Profile The fountain, driven by three 600 horsepower (450kW) turbine pumps, sprays water at a rate of 7,000 gallons per minute though an 18-inch nozzle. With all three pumps and under ideal conditions, the fountain reaches 560 feet (170m) in height, though in normal operation only two of the pumps are used, with a fountain height of around 300 feet (91m) feet. When built, it was the world's tallest fountain and held that record for over a decade. Fountain Hills is home to nearly 70 pieces of publicly displayed artwork throughout its downtown and at public buildings. Art is a significant part of the Town’s heritage, as the eight fountains along the Avenue of the Fountains were the beginning of the public art collec- tion. Bronze sculptures and fountains with The height of desert living. 22 themes ranging from the whimsical to the serious dot the streets and adorn the public buildings, plazas and parks. The collection also contains a wide vari- ety of other art types and media, in- cluding paintings, stone, photography and metals. Residents and visitors are invited to wander the streets or take the “Art Walk” guided tour. Located on 12,996 acres of land, Foun- tain Hills is surrounded by the 3,500- foot McDowell Mountains and Scottsdale on the west, the Fort McDowell Yavapai Nation on the east, the Salt River Pima Maricopa Indian Community on the south and the McDowell Mountain Re- gional Park on the north. The elevation is 1,520 feet at the foun- tain, 3,000 feet on Golden Eagle Boule- vard, and is 500 feet above Phoenix. Over the past seventeen years Fountain Community Profile Hills has grown from 10,190 residents to a town of 25,995 in 2008. The Maricopa Association of Governments (MAG) esti- mates that the population of Fountain Hills will continue to grow to a build-out population of between 30,000 and 35,000. Although the rate of growth has slowed due to the lack of available land on which to build, the Town contin- ues to attract residents who are building large custom homes to take advantage of the scenic vistas surrounding our mountain community. The Town offers a wide range of living accommodations; from small condo- minium complexes to large custom homes. Fountain Hills also offers rec- reational, cultural and retirement pro- grams that address the needs and life- styles of active families as well as older adults. Fountain Hills Unified School District #98 has four schools. McDowell Moun- tain Elementary School for Kindergar- ten-2nd grade, Four Peaks Elementary School for grades 3-5, Fountain Hills Middle School for grades 6-8, and Fountain Hills High School for grades 9- 12. There is a Charter School, which has all grades up until high school. The community consists of a total of 12,996 acres of property, primarily residential and open space (9,664 acres or 74%). Of the remaining land, 3,273 acres are developable, 334 acres are zoned commercial or industrial (approximately 3%) and 1,466 acres are right of way/streets (11%). In 2006 Fountain Hills was named by Phoenix Magazine as the best place to The height of desert living. 23 live and was cited as "a welcome oasis on the outskirts of a metropolis." The magazine measured the quality of life in 22 Valley communities, including a statistical analysis of each community's population, income, home price, crime rate, miles to Sky Harbor Airport, and square feet of retail. The criteria used by the magazine in this ranking are similar to the priorities established in the Town's Strategic Plan. The volun- teer spirit and high level of involve- ment of the citizens and business rep- resentatives were highlighted. Fountain Hills has also earned a top ac- colade from the magazine, Business Week. In its February, 2009 online edition, Fountain Hills was named the “Best Affordable Suburb” in all of Ari- zona. They evaluated suburbs on a va- riety of factors but weighted afforda- bility most heavily. They also consid- ered lifestyle (short commutes, clean air, low crime, good weather, and green space), the quality of schools, and the strength of the local economy. None of the places evaluated had populations of more than 60,000 or less than 5,000. Only one suburb per state was selected. Based upon Certificates of Occupancy issued for new homes in 2008, it is es- timated that Fountain Hills’ population grew in 2008 to 25,995. This gives Fountain Hills an average of 1279.3 people per square mile, or 2.0 people per acre. Fountain Hills’ low population density is a major reason it is such a desirable place to live. Unlike other regions of Community Profile the Valley one can dine, play, and com- mute, without congestion. Fountain Hills’ land is currently devel- oped at an average density of 1.6 dwelling units per acre for single family homes and 3 units per acre for multi- family housing. At the end of the year there were 1133 vacant single family lots and 63 vacant multi-family lots. If Fountain Hills continues to develop at a similar density, the population is esti- mated to reach 34,324 at build-out around the year 2030. The height of desert living. 24 Population Trends Year Fountain Hills Population 1980 2,772* 1985 5,200* 1990 10,030* 1995 13,745* 2000 20,235* 2005 24,492* 2006 24,794** 2007 25,207** 2008 25,995* 2010 27,777*** 2020 31,051**** Estimated Buildout ~2030 34,324** Community Profile * US Census/MAG **Town P & Z Dept ***Maricopa County ****MAG The height of desert living. 25 Community Profile Major Employers Employer Product/Service Fountain Hills Unified School District Education Safeway Food Stores Grocery Store MCO Properties, Inc Property Development Bashas’ Foods Grocery Store Sun Ridge Canyon Golf Course Golf Course Mgmt Town of Fountain Hills Government Golf International Golf Course Mgmt Eagle Mountain Golf Course Golf Course Mgmt Gaming Center of Ft McDowell Yavapi Gaming Taxpayer Type of Company Secondary Assessed Value EN LLC Residential Dev 5,597,517 Inland Western FH Four Peaks Com Prop Mgmt 4,425,216 WSL Fountain View Investors Senior Living 3,301,427 Pacific FH Resort Resort Mgmt 2,680,400 J & R Holdings XX LLC Holding Company 2,524,543 Target Corporation Retail 2,442.337 Adero Canyon LLC Residential Dev 2,343,520 Sun Tech Development LLC Land Development 2,299,593 Bashas Inc Grocery 2,291,823 Fountain Hills AZ Dev LLLP Condominium Dev 1,891,750 Fountain Hills Hotel Dev LLC Hotel development 1,866,557 Smith’s Food & Drug Centers Grocery 1,862,343 Major Taxpayer Assessed Valuation The height of desert living. 26 Community Profile Population Percent Male 11,832 48.3% Female 12,667 51.7% Under 5 1,131 4.6% 5 - 9 Year 1,244 5.1% 10 - 14 Years 1,236 5.1% 15 - 19 Years 1,561 6.4% 20 - 24 Years 874 3.6% 25 - 34 Years 2,096 8.6% 35 - 44 Years 2,809 11.5% 45 - 54 Years 4,220 17.2% 55 - 59 Years 2,589 10.6% 60 - 64 Years 2,031 8.3% 65 - 74 Years 2,583 10.5% 75 - 84 Years 1,607 6.6% 85+ Years 518 2.1% Population By Gender and Age Income No. of Households No. of Families Under $15,000 561 167 $15,000 - $24,999 666 287 $25,000 - $34,999 822 453 $35,000 - $49,999 1,510 927 $50,000 -$74,999 2,264 1,642 $75,000 -$99,999 1,680 1,484 $100,000 - $149,999 1,812 1,639 $150,000 - $249,000 967 917 $250,000 - $499,999 259 226 $500,000+ 78 60 Income Per Household The height of desert living. 27 Town Council Jay Schlum was elected Mayor of Fountain Hills in May, 2008 and is currently serving in his first full term. He moved to Fountain Hills 27 years ago when his family relocated from Michigan. There was no High School in town at that time so he attended Coronado High School in Scottsdale. After graduation he at- tended Northern Arizona University where he studied Business Management and Public Speaking. After college, he returned to Fountain Hills and is cur- rently employed by Qwest Communications where he manages business development for the company. Jay has been very active in the Fountain Hills commu- nity. He served as a Fountain Hills Planning and Zon- ing Commissioner, PTA vice president and is actively involved with the local Community Theater. Jay volun- teers and performs in productions. He has also served on the advisory committee for the Boys and Girls Club of Fountain Hills. Presently, Jay is a coach with the Fountain Hills Little League. Jay and his wife, Denise, have two school age children, Carly and Timothy. The height of desert living. 28 Originally from Massachusetts, Henry Leger moved to Ari- zona in 1970 to attend the University of Arizona. Henry and his wife, Janet, were attracted to Fountain Hills because of its natural beauty, small town character and because it is a safe place to live and raise a family. Henry holds a Master’s Degree in Educational Psychology from the University of Arizona and has worked as a professional in the field of leadership and organizational development for the past 25 years. Throughout his career, he has held a number of leadership positions in education and government and has worked as an internal consultant for several Fortune 500 companies. As a long time resident, Henry immersed himself into Foun- tain Hills society by volunteering much of his time on com- munity activities and initiatives. He has been very active in his neighborhood property owners’ association serving as a board member, treasurer and member of the association’s Committee of Architecture. Henry served as President and Vice President of the Church Council at Shepherd of the Hills Lu- theran Church in Fountain Hills and has been involved in his children’s education as a teacher’s aide and parent volunteer. Henry served as a member of the Technical Advisory Committee, Co- chair of the Youth Visioning Institute, and member of the survey team for the town’s citizen- driven strategic planning initiative Mike Archambault moved to Fountain Hills in January 1972 from Columbus, Ohio, and was among the first ten families to live here. Mike worked with his father under the company name of Archie’s Construction. In 1981, he started Fountain Hills Wood Whims, Inc., a custom cabinet shop that currently employs fifteen craftspeople. As a tireless volunteer, Mike ran the annual “Secret Santa” program, bringing toys and smiles to children and food donations to needy families in Fountain Hills and the Fort McDowell Yavapai Nation for thirteen years. He served as a Cub Scout and Boy Scout leader for eleven years and was inducted into the Order of the Arrow. He served on the Building Committee of the Church of the Ascension, helped construct the original Town Library, and was heavily in- volved in building the Sunset Kiwanis Building in Kiwanis Park. One of Mike’s recent projects used volunteers and many donations to construct the Veterans Memorial, a 12,000 square-foot plaza in Fountain Park. It memorializes those who serve and those who have made the ultimate sacrifice. Mike served as president of the Fountain Hills Youth Association and as a leader in the Order of the Arrow ceremonial teams. He is a long-term member of the Sunset Kiwanis. He continues to support the Fountain Hills Band, Fountain Hills High School, the Helping Hands food bank, and the Town’s Concerts in the Park program Town Council The height of desert living. 29 Dennis Contino is a long-time Fountain Hills resident. Dennis and his wife, Renee, chose Fountain Hills for its safe, beautiful environment in which to raise and school their four children. Dennis has a BA in Business Administration and has owned and managed businesses during his career. He ran the local food bank for 19 years. He has belonged and been very active in local organizations including Ki- wanis and Rotary. Dennis was a founding member of the Public Safety Com- mission in Fountain Hills. Previously, he chaired Maricopa County CDAC for community development funding. Dennis’ passion and love for Fountain Hills comes through with any conversation and throughout his campaign. Dennis encourages conversation and ideas from resi- dents. He actively rides his scooter around town stopping to speak with residents and business owners Town Council Ginny Dickey was elected to her first term on the Town Council during the Primary Election on March 14, 2006. Be- cause she received the highest number of votes, the Town Council unanimously appointed her to fill an existing vacancy on the Council for the remainder of that term ending May 31, 2006. A resident of Fountain Hills since 1983, Ginny was elected and served on the Fountain Hills Unified School District Board from 1994 to 2002, twice as President. A Charter Member of the Fountain Hills Cultural Council Board for seven years, Ginny also served nine years on the Fountain Hills Community Theater Board. She is a member of Metro- politan Business and Professional Women, the American As- sociation of University Women, Scottsdale Branch, the League of Conservation Voters and the Sierra Club. She par- ticipated in all of the Fountain Hills Town Hall planning ses- sions, starting in 1984. Ginny works as a Legislative Liaison for the Arizona Depart- ment of Environmental Quality. She previously was on the staff of the Arizona State Senate and has been a bookkeeper and substitute teacher. Born and raised in New York, she lived in Ver- mont and New Hampshire before following her parents and family members to Fountain Hills. She has a Bachelor of Science degree in Mathematics from Boston’s Tufts University. The height of desert living. 30 Dennis Brown was President of the Fountain Hills Licensed Contractors Association for five years from 2002 through 2007. In 2002, a Planning and Zoning Commission seat became available. He was appointed to serve on the Commission and served for more than seven years, four of which were as Chair of the Commission. During his seven year tenure on the Planning and Zoning Commission, the commission rewrote the Town’s sign ordi- nance, passed the Saguaro protection ordinance, and wrote the Commercial Architectural Guidelines. Councilmember Brown and his wife have supported Little League baseball and football, the Fountain Hills Community Theater, Movies in the Park, and numerous other local or- ganizations. They have two sons and one daughter who have given them five – count them five – granddaugh- ters. Cassie Hansen moved to Arizona from Aurora, Illinois in 1977, and spent the summer living in a spec home built by her parents in Fountain Hills. In 1980, she met husband Bruce in Phoenix where they be- gan their telecommunications business in 1983. Moving to Fountain Hills in 1989, they worked on the successful incor- poration effort. Appointed by the interim council to serve as Town Clerk, Hansen became the first Town employee. Serving as Town Clerk and Director of Administration for thirteen years, her areas of responsibility included human resources, facilities, finance, IT, and administrative support. She was the liaison with many community groups including the design and construction of the library/museum and community center, and the re-location of the Senior Center to Building C of the old Town Hall complex. Cassie has been an ongoing participant in the community since 1989 having actively supported and/or participated in the Civic Association, the Community Chorus, the Arts Council and Public Art Committee, the Fountain Hills Community Theater, the Chamber Players, Sunridge Foundation, Fountain Hills Chamber of Commerce (1998 Business Person of the Year), Fountain Lake Republican Women’s Club, the Fountain Hills Republican Club, the Library Association, the Historical Society (2004 First Hall of Fame), Boys & Girls Club, Cattleguard, PTO, and mentor/director of various third grade musical programs. Town Council The height of desert living. 31 Elected Officials Terms of Office Mayor Jay Schlum Term of Office: Mayor: June 2008 - May 2010 Councilmember: June 2004 – May 2008 Mike Archambault Term of Office: First term: June 2002 – May 2006 Second term: June 2006 – May 2010 Ginny Dickey Term of Office: Partial term: April – May 2006 First term: June 2006 – May 2010 Henry Leger Term of Office: First term: June 2006 – May 2010 Dennis Brown Term of Office: First term: June 2009 – May 2012 Cassie Hansen Term of Office First term: June 2008 – May 2012 Dennis Contino Term of Office First term: June 2008 – May 2012 The height of desert living. 32 The height of desert living. 33 Fund Structure The accounts of the Town are organ- ized on the basis of funds and account groups, each of which is considered a separate accounting entity. Operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues and expenditures. Town resources are allocated to and accounted for in individual funds based on the purposes for which they are to be spent and the means by which spending activities are controlled. The Town of Fountain Hills appropriates all funds in its budget process. The General Fund (Fund 100) is the primary operating fund of the Town. It exists to account for the financing of services traditionally associated with local government. These services in- clude police and fire protection, public works, parks and recreation, planning and zoning, building safety, code en- forcement, general administration, and any other activity for which a special fund has not been created. Special Revenue Funds are used to ac- count for the proceeds of specific reve- nue sources that are legally restricted to expenditures for specified purposes. The Town maintains the following five (5) Special Revenue Funds: Highway Users (HURF), Court Enhancement, Special Programs and Grants, Develop- ment Fees, Excise Tax. The Highway User Revenue Fund (HURF) (Fund 200) is funded by State Shared Revenues. The State of Arizona taxes motor fuels and collects a variety of fees and charges relating to the registration and operation of motor vehicles. These revenues are de- Financial Overview posited in the Arizona Highway User Revenue Fund (HURF) and are then distributed to the cities, towns and counties and to the State Highway Fund. This fund may only be used for street and highway purposes. The Excise Tax Fund (Fund 300) is a restricted fund which may only be used for Economic Development, and the repayment of Civic Center and Mountain Bonds. Revenue for this fund comes from .4% of Local Sales Tax collections that have been dedi- cated for this purpose. The Special Revenue Fund (Fund 400) is restricted by the terms of the individual Grants or Program funds re- ceived. An example of this would be LTAF II. Local Transportation Assis- tance Fund II is distributed by the State of Arizona based on population. This revenue source supports transit uses only and has been funded solely by Powerball earnings since 2003. The Public Art Fund (Fund 410) is funded by Developer In-Lieu contribu- tions and public donations. The Court Enhancement Fund (Fund 420) is a restricted fund which may only be used to enhance the tech- nological, operational and security ca- pabilities of the Fountain Hills Municipal Court and to support the operation of the collection program. Revenues are derived from Court Fees and Bond For- feitures. The Debt Service Funds are estab- lished for the payment of principal and interest on bonded indebtedness. Revenues are derived from a secondary property tax levy, pledged excise The height of desert living. 34 Financial Overview taxes, municipal property lease pay- ments and shared revenues. Debt Ser- vice funds include: Revenue Bond Debt Service (Fund500) General Obligation Debt Service (Fund 510) Eagle Mountain CFD Debt Service (Fund 520) Municipal Property Corporation Debt Service (Fund 530) The Capital Projects Fund (Fund 600) is established to account for the purchase and/or construction of major capital items, including facilities, heavy equipment, technology, open space, park improvements and major road im- provements. The Capital Projects Fund revenues are derived from Development Fees, Grants, excess General Fund reve- nues and 85% of the construction re- lated local sales tax. The Development Fee Funds (Funds 710-770) are restricted funds which may only be used for the planning, de- sign and construction of public facilities serving the needs of the new develop- ment from which it was collected. The Town is required to develop an Infra- structure Improvement Plan that identi- fies each public improvement that is proposed to be the subject of a develop- ment fee. This IIP is incorporated as part of the Town’s Capital Improvement Plan (CIP). The Development Fees must be expended within six (6) years of col- lection or refunded to the taxpayer. Budgetary and Accounting Basis The budget is prepared on a modified accrual basis of accounting for all fund types. This means that expenditures are recorded when the related fund li- ability is incurred, and revenues are recognized only when they are measur- able and available. In all cases, when goods and services are not received by year-end, the encumbrances lapse. It also means certain transactions are recognized in the budget on a basis other than Generally Accepted Ac- counting Principles (GAAP), which is the basis used to prepare the Town’s Comprehensive Annual Financial Report (CAFR). The major differences be- tween the budgetary and GAAP basis are: Certain revenues, expenditures and transfers are not included on a budget basis, but are accrued and reported on a GAAP basis. For example, increases or decreases in compensated absences are not reported for budget purposes, but are presented as revenues or ex- penditures on a GAAP basis. Depreciation is not budgeted as an ex- penditure in budgetary accounting. Capital outlays are an expenditure in budgetary accounting and an asset in GAAP. Certain debt service principal and inter- est payments are accounted for as ex- penses in the General Fund for budget basis purposes, but are reported as ex- penses in the Debt Service Fund on the GAAP basis. All actual amounts in the budget docu- ment are shown on the budgetary basis to facilitate meaningful comparisons. The height of desert living. 35 Financial Overview unreserved fund balance is presented as a separate fund, the Rainy Day Fund. The newly reclassified Rainy Day Fund has been included in the FY09-10 budget as a contingency in the event of a severe revenue shortfall caused by a loss of revenue source. An expenditure contingency $150,000 is included in the General Fund under non- departmental for minor unforeseen ex- penditures. Operating and Capital Budget Relationship Included within the annual budget is a Capital Improvement Project Plan pre- sented on a budget basis. Capital pro- ject budget funding sources are matched with budgeted expenditures. Governmental accounting procedures require adequate budget to pay for an entire contract to be available and ap- propriated in the period in which a con- tract is entered; therefore, expenditures are presented on a budget basis as op- posed to cash flow basis. For example, a 180 day construction contract entered into in May of fiscal year one would have cash expenditures from May of fiscal year one through Oc- tober of fiscal year two, however, the entire budget for this contract must be appropriated in fiscal year one, the year in which the contract was entered; any unspent funds at fiscal year-end are carried forward and budgeted again in year two. Reserves In May 2003, the Town Council adopted a formal fund balance policy appropriat- ing funds as designated reserves for fu- ture capital expenditures, a contingency fund for unanticipated expenditures and/or revenue shortfalls, and an un- designated reserve fund. An important component of the reserve funds is an amount set aside that is not available for appropriation but will be maintained at a level that will satisfy the public and financial community regarding the fiscal stability of the Town, referred to as un- designated reserves. The undesignated The height of desert living. 36 Financial Overview Town of Fountain Hills Financial Policies The principles of sound financial man- agement establish the framework for overall fiscal planning and management. The principles set forth guidelines for both current activities and long range planning. Following these principles will enhance the Town’s financial health as well as its image and credibility with its citizens, the public in general, bond rat- ing agencies and investors. The policies will be reviewed annually to assure the highest standards of fiscal manage- ment. Policy changes will be needed as the Town continues to grow and be- comes more diverse and complex in the services it provides, as well as the or- ganization under which it operates to provide these services to its citizens. The Town Manager and staff have the primary role of reviewing and providing guidance in the financial area to the Town Council. The overall financial goals underlying these principles are: Fiscal Conservatism: to ensure that the Town is at all times in a solid financial condition, defined as: Cash solvency – the ability to pay bills Budgetary solvency – the ability to bal- ance the budget Long run solvency – the ability to pay future costs Service level solvency – the ability to provide needed and desired services ad- hering to the highest accounting and management practices as set by the Government Finance Officers’ Associa- tion standards for financial reporting and budgeting, by the Governmental Standards Board and other professional standards. One time capital costs are paid for with one time revenues. To maintain an Aa3 or better bond rat- ing in the financial community to as- sure the Town taxpayers that the Town government is well managed and finan- cially sound. To have the ability to withstand local and regional economic fluctuations, to adjust to changes in the service re- quirements of our community, and to respond to changes in Federal and State priorities and funding as they af- fect the Town’s residents. To deliver quality services in an afford- able, efficient and cost-effective basis providing full value for each tax dollar. Fund Balance Policy Fund balance is defined as the cumula- tive difference of all revenues and ex- penditures, also considered the differ- ence between fund assets and fund li- abilities, known as fund equity. Fund balance is an important indicator of the Town’s financial position and adequate reserves must be maintained to allow the Town to continue providing ser- vices to the community during periods of economic downturns and/or unex- pected emergencies or requirements. The level of Fund Balance is related to the degree of uncertainty that the Town faces. A prudent level of finan- cial resources is necessary to protect against the need to reduce service lev- els or raise taxes and fees due to tem- porary revenue shortfalls or unpre- The height of desert living. 37 Financial Overview dicted one-time expenditures. With the Town dependency upon State Shared Income and State Sales Tax revenues for one third of the General Fund budget, there is increased opportunity for fluctuation. Additionally, a signifi- cant portion of Town revenue is re- ceived from sales taxes – both state shared and local - which are sensitive to fluctuations in the economy. Therefore, the level of reserves needs to be suffi- cient to ensure stability in on-going government operations during a slow- down in the economy or legislative changes to the revenue sharing for- mula. Other objectives that influence the size of the fund balance are: Preserving or improving the Aa3 bond rating Maintaining a positive trend to historical fund balances Maintaining a rating equal to or better than surrounding communities Maintaining ratios consistent with de- sired outcomes of ten key ratios of fi- nancial condition . General Fund Balance The Town fund balance consists of three (3) components, defined below. In or- der to satisfy the objective of maintain- ing a bond rating equal to or better than surrounding peer communities a fund balance of at least 30% of revenues is recommended. The three components added together will help achieve the 30% Guidelines: In order to achieve the objectives of this policy, and to maintain sufficient work- ing capital and a comfortable margin of safety to address emergencies and un- expected declines in revenue without borrowing, the following guidelines shall be adhered to by the Town Man- ager, staff and Town Council goal. Undesignated unreserved fund balance – designated for unanticipated expen- diture or loss of revenue, the Town of Fountain Hills' undesignated unre- served fund balance in the General Fund at the end of any fiscal year will be equal to no less than 30 days of an- nual operating expenditures for the up- coming fiscal year. This contingency will provide for the temporary financing of an unforeseen nature for that year. Expenditures for these emergency or unforeseen appropriations can only be undertaken with Town Manager ap- proval and only if funds are not avail- able in the department requesting the contingency funding. Expenditures ex- ceeding $20,000 will require Council approval. This contingency will expire at the end of each fiscal year and any unused balance will be included with the funds available for appropriation in the following fiscal year. Designated unreserved fund – the Town will maintain a designated unre- served fund balance in the General Fund of a minimum ten percent (10%) of the average actual General Fund revenues for the preceding five fiscal years. These reserves will be desig- nated for “pay-as-you-go” capital re- placement expenditures, equipment replacement, capital projects, prepay The height of desert living. 38 Financial Overview existing Town debt, or any other expen- diture that is non-recurring in nature. The 10% is the minimum and is based on the Property and Equipment Replace- ment Schedule, which may be increased to accelerate accumulation funds for a large capital expenditure. To the ex- tent these reserves are expended, addi- tional funds necessary to restore this additional ten percent (10%) amount will be provided in at least approxi- mately equal contributions during the five fiscal years following the fiscal year in which the event occurred. The desig- nated General Fund Balance can only be authorized for expenditure upon recom- mendation of the Town Manager and vote of the Town Council. Reserved Fund Balance – the Town will maintain a reserved fund balance in the General Fund of 20% of the average ac- tual General Fund revenues for the pre- ceding five fiscal years, indicating stable fiscal policies. The maintenance of this fiscal balance is a particularly important factor considered by credit rating agen- cies in their evaluation of the credit worthiness of the Town. It is of primary importance that the Town’s credit rating be protected. During the annual budget process the Town Manager will estimate the surplus or deficit for the current year and pre- pare a projection of the year-end un- designated general fund balance. Such projection will include an analysis of trends in fund balance levels on an his- torical and future projection basis. Funds in excess of the fund balance goal will be retained in the undesignated un- reserved General Fund Balance, and may be considered to supplement "pay as you go” capital outlay expenditures, or may be used to prepay existing Town debt. These funds may not be used to establish or support costs that are recurring in nature. The undesignated unreserved, desig- nated unreserved and reserved fund balance will be established each fiscal year during the budget process de- pending on planned expenditures but cannot exceed accumulated revenues. This policy will be reviewed by the Town Manager every three years fol- lowing adoption or sooner at the direc- tion of the Town Council. Special Revenue Funds The Highway User Revenue Fund (HURF) is a restricted fund and de- pends upon State Shared Revenues for over 90% of annual revenues. This fund may only be used for street and highway purposes. The combined un- designated unreserved, designated un- reserved and reserved Fund Balance will be based on the minimum require- ment as specified in the Property and Equipment Replacement Schedule. The schedule will be reviewed on an annual basis to determine the required amount to be set aside as designated unreserved Financial Planning Fiscal planning refers to the process of identifying resources and allocating those resources among competing pur- poses. The primary vehicle for this planning is the preparation, monitoring The height of desert living. 39 Financial Overview and analysis of the Town’s budget. It is increasingly important to monitor the performance of the programs competing to receive funding. The Town Manager shall submit to the Town Council a proposed annual budget, with their recommendations, and shall execute the budget as finally adopted, pursuant to Section 15.1-602 of the Arizona Revised Statutes, as amended. The Town will budget reve- nues and expenditures on the basis of a fiscal year which begins July 1 and ends on the following June 30. The Town Council will adopt the budget no later than June 30. The Town will prepare a budget in ac- cordance with the guidelines established by the Government Finance Officers As- sociation in its Distinguished Budget Award Program. The proposed budget will contain the following: Revenue estimates by major category, by major fund; Expenditure estimates by department levels and major expenditure category, by major fund; Estimated fund balance by major fund; Debt service by issue detailing principal and interest amounts by fund; Proposed personnel staffing levels; A detailed schedule of capital projects, including a capital improvement pro- gram; Any additional information, data, or analysis requested of management by the Town Council. The operating budget will be based on the principle that current operating ex- penditures, including debt service, will be funded with current revenues creat- ing a balanced budget. The Town will not balance the current budget at the expense of meeting future years’ ex- penditures; for example accruing fu- ture years' revenues or rolling over short-term debt to avoid planned debt retirement. Ongoing operating costs should be sup- ported by ongoing, stable revenue sources. This protects the Town from fluctuating service levels, and avoids crises when one-time revenues are re- duced or removed. Revenues from growth or development should be tar- geted to costs related to development, or invested in improvements that will benefit future residents or make future service provision efficient. The Town Manager will provide an esti- mate of the Town's revenues annually for each fiscal year. The estimates of special (grant, excise tax, etc.) reve- nues and interfund transfers will also be provided by the Town Manager. The budget will fully appropriate the resources needed for authorized regu- lar staffing. At no time shall the num- ber of regular full-time employees on the payroll exceed the total number of full-time positions authorized by the Town Council. All personnel actions shall be in conformance with applicable federal and state law and all Town ordi- nances and policies. The Town Manager shall provide annu- ally a budget preparation schedule out- The height of desert living. 40 Financial Overview lining the preparation timelines for the proposed budget. Budget packages for the preparation of the budget, including forms and instructions, shall be distrib- uted to Town departments in a timely manner for the department’s comple- tion. Department Directors shall pre- pare and return their budget proposals to the Administration Department, as required in the budget preparation schedule. Performance measurement indicators will be integrated into the budget proc- ess as appropriate. Alternatives for improving the efficiency and effectiveness of the Town's pro- grams and the productivity of its em- ployees will be considered during the budget process. Duplication of services and inefficiency in service delivery should be eliminated wherever they are identified. Department Directors are required to monitor revenues and control expendi- tures to prevent exceeding their total departmental expenditure budget. It is the responsibility of these department directors to immediately notify the Town Manager of any exceptional circum- stances that could result in a depart- mental expenditure budget to be ex- ceeded. A quarterly report on the status of the General Fund budget and trends will be prepared within 60 days of the end of each quarter by the Administration De- partment. In addition, the quarterly re- port shall include revenue and expendi- ture projections through the end of the fiscal year. If a deficit is projected during any fiscal year, the Town will take steps to re- duce expenditures, increase revenues or, if a deficit is caused by an emer- gency, consider using the undesignated unreserved General Fund Balance, to the extent necessary to ensure a bal- anced budget at the close of the fiscal year. The Town Manager may institute a cessation during the fiscal year on hirings, promotions, transfers, and capital equipment purchases. Such ac- tion will not be taken arbitrarily and without knowledge and support of the Town Council. Expenditure Control Management must ensure compliance with the legally adopted budget. In addition, purchases and expenditures must comply with legal requirements. Expenditures will be controlled by an annual budget at the departmental level. The Town Council shall adopt appropriations through the budget process. Written procedures will be maintained for administrative approval and processing of certain budget trans- fers within funds. The Town will maintain a purchasing system that provides needed materials in a timely manner to avoid interrup- tions in the delivery of services. All purchases shall be made in accordance with the Town's purchasing policies, guidelines and procedures and applica- ble state and federal laws. The Town will endeavor to obtain supplies, equip- ment and services as economically as possible. The height of desert living. 41 Financial Overview Expenditures will be controlled through appropriate internal controls and proce- dures in processing invoices for pay- ment. The Town shall pay applicable contrac- tor invoices in accordance with the re- quirements of Arizona Revised Statutes 34-221. The State of Arizona sets a limit on the expenditures of local jurisdictions. The Town will comply with these expendi- ture limitations and will submit an au- dited expenditure limitation report, au- dited financial statements, and audited reconciliation report as defined by the Uniform Expenditure Reporting System (A.R.S. Section 41-1279.07) to the State Auditor General each year. Assets will be capitalized at $10,000 and will be recorded in the Town of Fountain Hills Summary of General Fixed Assets Revenues and Collections All government employees are consid- ered stewards of public funds. In order to provide funding for service delivery, the Town must have reliable revenue sources. These diverse revenues must be collected equitably, timely, and effi- ciently. The Town's goal is a General Fund reve- nue base that is equally balanced be- tween sales taxes, state shared reve- nues, property tax, service fees and other revenue sources. The Town will strive for a diversified and stable revenue base to shelter it from economic changes or short-term fluc- tuations and in any one revenue source by doing the following: Establishing new charges and fees as needed and as permitted by law at rea- sonable levels. Pursuing legislative change, when nec- essary, to permit changes or establish- ment of user charges and fees. Aggressively collecting all revenues, late penalties, outstanding taxes owed and related interest as authorized by the Arizona Revised Statutes. The Town will monitor all taxes to in- sure they are equitably administered and collections are timely and accu- rate. Fees and charges should be based on benefits and/or privileges granted by the Town, or based on costs of a particular service. The Town should pursue intergovern- mental aid for those programs and ac- tivities that address a recognized need and are consistent with the Town's long -range objectives. Any decision to pur- sue intergovernmental aid should in- clude the consideration of the follow- ing: Present and future funding require- ments. Cost of administering the funds. Costs associated with special conditions or regulations attached to the grant award. The Town will attempt to recover all allowable costs--both direct and indi- rect--associated with the administra- tion and implementation of programs funded through intergovernmental aid. In the case of the School District, the Town may determine to recover less The height of desert living. 42 Financial Overview than full cost of services provided. In the case of State and Federally man- dated programs, the Town will attempt to obtain full funding for the service from the governmental entity requiring the service be provided. Allowable costs will be determined based upon a “Cost Allocation Study” prepared peri- odically. Local sales tax revenues are derived from several sources with a significant portion from construction related activ- ity. To ensure that the revenues from growth or development are targeted to costs related to development, or in- vested in improvements that will benefit future residents or make future service provision efficient the Town will desig- nate 85% of those one-time revenues to the Capital Projects Fund. At the end of each fiscal year these revenues will be transferred from the General Fund to the Capital Projects Fund for future ap- propriation. User Fees Cost Recovery User fees and charges are payments for voluntarily purchased, publicly provided services that benefit specific individuals. The Town relies on user fees and charges to supplement other revenue sources in order to provide public ser- vices. The Town may establish user fees and charges for certain services provided to users receiving a specific benefit. User fees and charges will be estab- lished to recover as much as possible the direct and indirect costs of the pro- gram or service, unless the percentage of full cost recovery has been mandated by specific action of the Town Council. It is recognized that occasionally com- peting policy objectives may result in reduced user fees and charges that re- cover a smaller portion of service costs. Periodically, the Town will recalculate the full costs of activities supported by user fees to identify the impact of infla- tion and other attendant costs. Debt Policy The purpose of this debt policy is to provide for the preservation and en- hancement of the Town’s bond ratings, the maintenance of adequate debt ser- vice reserves, compliance with debt in- strument covenants and provisions and required disclosures to investors, un- derwriters and rating agencies. The overall debt management policy of the Town of Fountain Hills is to ensure that financial resources are adequate in any general economic situation to not pre- clude the Town’s ability to pay its debt when due. These policies are meant to supple- ment the legal framework of public debt laws provided by the Arizona Con- stitution, State Statutes, Federal tax laws and the Town’s current bond reso- lutions and covenants. The Arizona Constitution limits a city or town’s bonded debt capacity (outstanding principal) to certain percentages of the Town’s secondary assessed valuation by the type of project to be con- structed. There is a limit of 20% of secondary assessed valuation for pro- jects involving water, sewer, artificial lighting, parks, open space, and rec- The height of desert living. 43 Financial Overview reational facility improvements. There is a limit of 6% of secondary assessed valuation for any other general-purpose project. General The Town will use current revenues to pay for short-term capital projects, re- pair and maintenance items and will re- serve long-term debt for capital im- provements with useful lives of ten (10) years or more. The Town will not use long-term debt to fund current govern- mental operations and will manage its cash in a fashion that will prevent any borrowing to meet working capital needs. However, exclusive reliance upon pay-as-you-go funds for capital improvements requires existing resi- dents to pay for improvements that will benefit new residents who relocate to the area after the expenditure is made. Financing capital projects with debt pro- vides for an “intergenerational equity”, as the actual users of the capital asset pay for its cost over time, rather than one group of users paying in advance for the costs of the asset. Where there is a benefit to all future residents, debt financing should be given consideration. To increase its reliance on current reve- nue to finance its capital improvements, and promote a “pay-as-you-go” philoso- phy, the Town will appropriate each year a percentage of current revenues to maintain a minimum 10% of average actual General Fund revenues for the preceding five fiscal years in the Desig- nated Unreserved Fund Capital Improvement Plan As part of the budget process each year the Town will prepare a capital spending plan that provides a detailed summary of specific capital projects for the five fiscal years subsequent to the fiscal year presented. The plan will in- clude the name of the project, project schedule, capital cost by fiscal year and a recommended specific funding source. The five-year capital improve- ment plan will be developed within the constraints of the Town’s ability to fi- nance the plan. The Town Manager and Department Directors will develop formal ranking criteria that will be used in the evalua- tion of all capital projects. The pro- gram ranking criteria will give greatest weight to those projects which protect the health and safety of its citizens. Pay-as-you-go project financing shall be given the highest priority. Capital improvements that must rely upon debt financing shall be accorded a lower priority and projects with a useful life of less than five years shall not be eligible for inclusion in bond issues. Lease purchase financing shall be dis- couraged and only be undertaken when the project is considered essential to the efficient operation of the Town or to remove expenditures that would ex- ceed the State imposed expenditure limitation. The Town Manager or desig- nee shall determine that pay-as-you-go expenditures do not cause the state imposed expenditure limitation to be exceeded in any fiscal year. All capital project requests will be ac- companied by a description of the The height of desert living. 44 Financial Overview sources of funding to cover project costs. Where borrowing is recom- mended, a dedicated source of funds to cover debt service requirements must be identified. All capital project re- quests will be required to identify any impact the project may have on future operating costs of the Town. The Town will seek grants to finance capital im- provements and will favor those pro- jects which are likely to receive grant money. All capital project appropriations and amendments to the capital improve- ment plan must be approved by the Town Council. The capital plan will include all equip- ment and facilities with a useful life of greater than ten years and a cost greater than $50,000. Debt financing shall not exceed the useful life of the infrastructure improvement or asset. Financing Alternatives Financing alternatives are listed below but are not limited to: Grants Developer Contributions General Obligation Bond – requires voter approval, supported by an ad valorem (property) tax Revenue Bonds – repaid with revenue stream (HURF, revenue generated by project) Municipal Property Corporation Bonds – repaid with a dedicated revenue source CFD or Special District Bonds – sup- ported by an ad valorem property tax Capital Leases – repaid within operating budget Commercial Paper (CP) or Bond Antici- pation Notes (BAN) with terms less than two years Town Debt Service costs (GO, Revenue Bonds, MPC, Leases) shall not exceed 20% of the Town’s operating revenue in order to control fixed costs and en- sure expenditure flexibility. Improve- ment District (ID), Community Facility District (CFD) and Special District debt service is not included in this calcula- tion because it is paid by district prop- erty owners and is not an obligation of the general citizenry. Separate criteria have been established and included within the Town’s CFD policy. In accordance with requirements of the State of Arizona Constitution, total bonded debt will not exceed the 20% limitation and 6% limitation of the total secondary assessed valuation of tax- able property in the Town. The Town shall comply with all U.S. In- ternal Revenue Service arbitrage re- bate requirements for bonded indebt- edness. Where applicable, the Town will struc- ture General Obligation bond issues to create level debt service payments over the life of the issue. The goal will be to strive for a debt repayment schedule to be no more than fifteen (15) years; at no time will the debt ex- ceed twenty-five (25) years. Refunding bonds will be measured against a standard of the net present value debt service savings exceeding 3% of the principal amount of the bonds being refunded, or if savings ex- ceed $750,000, or for the purposes of The height of desert living. 45 Financial Overview modifying restrictive covenants or to modify the existing debt structure to the benefit of the Town. Refinancings un- dertaken for other reasons should pro- ceed only when the advantages have been clearly shown in a cost/benefit analysis of the transaction. The Town will seek to maintain and, if possible, improve the current bond rat- ing in order to minimize borrowing costs and preserve access to credit. An analysis showing how a new issue combined with current debt impacts the Town’s debt capacity and conformance with Town debt policies will accompany every future bond issue proposal. The debt capacity analysis should reflect a positive trend and include: Percent of debt outstanding as a per- cent of the legal debt limit Measures of the tax and revenue base Evaluation of trends relating to expendi- tures and fund balance Debt service as a percentage of as- sessed valuation Measures of debt burden on the com- munity Tax-exempt market factors affecting in- terest costs Debt ratios Municipal Property Corporation and con- tractual debt, which is non-voter ap- proved, will be utilized only when a dedicated revenue source (e.g. excise taxes) can be identified to pay debt ser- vice expenses. The project to be fi- nanced will generate net positive reve- nues (i.e., the additional revenues gen- erated by the project will be greater than the debt service requirements). The Town’s privilege tax to debt service goal will be a ratio of at least 3.5:1 to ensure the Town’s ability to pay for long term debt from this elastic reve- nue source. Issuance of Obligations The Town shall select the underwriter and the paying agent/registrar for each debt issuance based on competitive bid. The underwriter must be a firm domiciled in Arizona with an office in the Phoenix area and a record of prior working relationships. The request for proposals process will be designed to select the service pro- viders that offer the Town the best combination of expertise and price. The Town is not required to select the firm offering the lowest price, but a re- port must be prepared by the Town Manager providing justification to the Town Council for a recommendation when other than the lowest bidder is chosen. The review of all proposals submitted shall be the responsibility of the Town Manager. The Town of Fountain Hills will use competitive sales as the primary means of selling new General Obliga- tion or Revenue bonds that are repaid through ad valorem (property) taxes. Negotiated sales will be permitted for all other debt issues when it is ex- pected to result in a lower true interest cost than would a competitive sale of that same date and structure or there is evidence of volatile market condi- tions, complex security features, or an- other overriding factor. The Town Manager or designee and The height of desert living. 46 Financial Overview Town Attorney will coordinate their ac- tivities to ensure that all securities are issued in the most efficient and cost- effective manner and in compliance with the Town’s governing statutes and regulations. The Manager and the Town Attorney shall consult and jointly select the bond counsel for a bond is- sue. The Town Attorney will review all documents related to the issuance of securities by the jurisdiction. The Town will seek a rating on all new issues which are being sold in the public market if economically feasible. The Town will report on an annual basis all financial information and/or notices of material events to the rating agencies and Nationally-Recognized Municipal Se- curities Information Repositories (NRMSIR’s). The annual report will in- clude but not be limited to the Town’s annual Comprehensive Annual Financial Report (CAFR). The Town will require any institution or individual investing monies as an agent for the Town to do so in a manner con- sistent and in compliance with the Town’s adopted Investment Policy. The Town will provide detailed draw schedules for any project to be funded with borrowed monies. The Town will invest the proceeds or direct a trustee to invest the proceeds of all borrowings in a manner that will ensure the avail- ability of funds as described in the draw schedules. The Town acknowledges the responsi- bilities of the underwriting community and pledges to make all reasonable ef- forts to assist underwriters in their ef- forts to comply with SEC Rule 15c2-12 and MSRB Rule G-36. The Town of Fountain Hills’ capital im- provement program ranking criteria will give greatest weight to those projects, which protect the health and safety of it’s citizens. Pay-as-you-go project fi- nancing shall be given the highest pri- ority. Capital improvements that must rely upon debt financing shall be ac- corded a lower priority. All capital pro- ject requests will be accompanied by a description of the sources of funding to cover project costs. Where borrowing is recommended, the source of funds to cover debt service requirements must be identified. All capital project requests will be required to identify any impact the project may have on future operating costs of the Town. Department Directors will submit a de- tailed description of the useful life of capital projects submitted in conjunc- tion with the preparation of the Town’s CIP. Projects with a useful life of less than ten years shall not be eligible for inclusion in bond issues. The Manager shall incorporate an estimate of the useful life of proposal capital improve- ments in developing an amortization schedule for each bond issue. If a short-lived asset or project (less than ten years) is included in a bond issue, then the bond amortization schedule shall be adjusted to reflect the asset’s rapid depreciation. At no time shall the amortization exceed the life of the as- set. The height of desert living. 47 Revenue Summary Revenue Summary The height of desert living. 48 Revenue Summary Revenue This section provides a broad overview of the revenues included in the FY2009-10 budget. Information is presented for general, special revenue, debt service and capital project funds. Total revenues for all funds are estimated at $33,076,901. The general fund portion represents approximately 44.4% of the total. Special revenue funds represent an- other 14.0% of the budget. Debt service represents 9.7% and capital projects rep- resent the remaining 31.8% of the total revenues. $14,696,229 44.4% $1,600,545 4.8% $295,859 0.9% $17,000 0.1% $2,000 0.0% $2,576,850 7.8% $145,470 0.4% $3,214,041 9.7% $10,528,907 31.8% $33,076,901 100.0% Debt Service Development Fees Capital Projects REVENUES BY FUND Total Excise Tax Fund General Fund HURF Special Revenue Fund Court Enhancement Fund Public Art General Fund, $14,696,229 HURF, $1,600,545 Excise Tax Fund, $295,859 Court Enhancement Fund, $17,000 Public Art, $2,000 Special Revenue Fund, $2,576,850 Development Fees, $145,470 Debt Service, $3,214,041 Capital Projects, $10,528,907 REVENUES BY FUND TOTAL ALL FUNDS $33.1M The height of desert living. 49 Revenue Summary Summary of Revenues FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-10 Actual Actual Budget Proposed GENERAL FUND Intergovernmental State Sales Tax $2,327,899 $2,275,200 $2,215,242 $1,894,032 Fire Insurance Premium Tax $124,754 $126,752 $130,520 $135,741 Shared Income Tax $2,780,715 $3,449,440 $3,610,480 $3,163,367 Vehicle License Tax $1,014,853 $982,800 $1,067,300 $953,455 Total Intergovernmental $6,248,222 $6,834,192 $7,023,542 $6,146,595 Taxes & Franchise Fees Property Tax $0$0$0$0 Local Sales Tax $7,745,747 $6,914,185 $6,508,903 $6,628,911 Franchise Tax $324,318 $328,520 $332,800 $363,731 Total Taxes $8,070,065 $7,242,705 $6,841,703 $6,992,642 Charges for Services Parks & Rec User Fees $153,219 $153,325 $155,683 $127,687 Senior Services Fees $98,947 $75,982 $79,551 $110,211 Community Center Rental Fees $184,592 $203,654 $198,600 $168,150 Community Center Bar Sales $17,658 $23,400 $24,480 $0 Total Charges for Services $454,416 $456,361 $458,314 $406,048 Licenses and Permits Animal License Fees $41,636 $38,624 $37,986 $39,505 Business License Fees $112,828 $116,795 $117,995 $122,715 Building Permit Fees $934,549 $926,320 $812,780 $330,120 Landscape Permit Fees $7,860 $8,625 $20,000 $10,400 Planning & Zoning Fees $49,006 $32,551 $34,000 $0 Encroachment Fees $43,810 $42,823 $25,000 $10,000 Variances $35,111 $138,620 $50,000 $15,600 Improvement Plan Review Fee $14,519 $14,625 $21,000 $21,000 Total Licenses and Permits $1,239,318 $1,318,983 $1,118,761 $549,340 Fines and Forfeitures Court Fines $277,486 $253,250 $234,600 $239,292 Total Fines and Forefeitures $277,486 $253,250 $234,600 $239,292 Interest on Investments Interest on Investments $467,163 $357,393 $300,000 $125,000 Total Interest $467,163 $357,393 $300,000 $125,000 Miscellaneous Leases & Rents $65,100 $65,475 $65,475 $55,575 Miscellaneous $85,418 $145,620 $100,000 $72,887 Total Miscellaneous $150,518 $211,095 $165,475 $128,462 Total Transfers In $0 $0 $0 $108,850 TOTAL GENERAL FUND REVENUES $16,907,187 $16,673,979 $16,142,395 $14,696,229 The height of desert living. 50 Revenue Summary FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-10 Actual Actual Budget Proposed SPECIAL REVENUE FUNDS Highway Users Funds Local Transportation (LTAF) $114,716 $114,716 $113,600 $113,400 Highway Users $1,736,917 $1,675,000 $1,763,000 $1,480,152 In Lieu Payments $8,000 $45,000 $10,000 $2,000 Interest $40,000 $25,000 $40,000 $4,993 Miscellaneous $1,000 $500 $1,000 $0 Transfers $0$0$0$0 Total Highway Users Fund $1,900,633 $1,860,216 $1,927,600 $1,600,545 Excise Tax Special Revenue Local Sales Tax Transfer $486,877 $314,281 $295,859 $295,859 Total Excise Tax Special Revenue $486,877 $314,281 $295,859 $295,859 Court Special Revenue Court Enhancement Fund $27,875 $18,500 $28,000 $17,000 Total Court Special Revenue $27,875 $18,500 $28,000 $17,000 Public Art Fund In Lieu Contributions $0 $0 $0 $2,000 Total Public Arts Fund $0 $0 $0 $2,000 Grants FEMA $0 $60,000 $0 $0 Senior Services Inc. $0 $0 $33,500 $0 State Parks $0 $0 $523,222 $0 AZ Dept of Transportation $0 $180,000 $0 $0 Proposition 202 $260,000 $185,000 $0 $150,000 State of Arizona $0 $0 $19,125 $0 LTAF II $0 $40,030 $0 $40,000 Construction Grants $0 $0 $0 $2,318,000 Miscellaneous Grants $0 $0 $1,464,020 $68,850 Total Grants $260,000 $465,030 $2,039,867 $2,576,850 TOTAL SPECIAL REVENUE FUNDS $2,675,385 $2,658,027 $4,291,326 $4,492,254 The height of desert living. 51 Revenue Summary FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-10 Actual Actual Budget Proposed DEBT SERVICE FUNDS General Obligation Bonds Secondary Property Tax $1,232,781 $1,330,000 $1,400,000 $1,400,000 Interest $25,786 $800 $1,500 $1,500 Total General Obligation Bonds $1,258,567 $1,330,800 $1,401,500 $1,401,500 Revenue Bonds Transfer from HURF Fund $134,137 $126,300 $115,843 $136,413 Total Revenue Bonds $134,137 $126,300 $115,843 $136,413 Special District Debt Service MPC Revenue $1,668,249 $1,329,843 $1,275,277 $1,283,178 Eagle Mountain CFD $203,457 $344,000 $379,000 $389,100 Cottonwoods Improvement District $3,315 $3,300 $3,300 $0 Cottonwoods Maintenance District $3,652 $3,850 $3,850 $3,850 Total Special District Debt Service $1,878,673 $1,680,993 $1,661,427 $1,676,128 TOTAL DEBT SERVICE FUNDS $3,271,377 $3,138,093 $3,178,770 $3,214,041 DEVELOPMENT FEES Law Enforcement Development Fees $77,782 $43,575 $43,575 $13,767 Street Department Development Fees $233,310 $214,000 $214,000 $74,316 Parks & Recreation Development Fees $686,568 $76,010 $76,010 $14,664 Open Space Development Fees $100,297 $44,550 $44,550 $9,390 General Government Development Fees $155,116 $91,700 $91,700 $28,440 Fire Development Fees $17,945 $9,785 $9,785 $3,153 Library/Museum Development Fees $19,219 $8,965 $8,965 $1,740 TOTAL DEVELOPMENT FEES $1,290,237 $488,585 $488,585 $145,470 CAPITAL PROJECTS FUND Local Sls Tax Contribution $528,225 $1,157,434 $706,154 $510,000 Miscellaneous $0 $0 $35,980 $0 Stimulus Funds $0 $0 $0 $2,537,717 Debt Service Proceeds $0 $0 $0 $4,500,000 Transfers In $0 $500,000 $0 $2,981,190 TOTAL CAPITAL PROJECTS FUND $528,225 $1,657,434 $742,134 $10,528,907 TOTAL ALL FUNDS $24,672,411 $24,616,118 $24,843,210 $33,076,901 The height of desert living. 52 . Revenue Summary The height of desert living. 53 . Revenue Summary The height of desert living. 54 . Revenue Summary . The height of desert living. 55 . Revenue Summary . The height of desert living. 56 . Revenue Summary . . .. The height of desert living. 57 . Revenue Summary The height of desert living. 58 . Revenue Summary . The height of desert living. 59 Revenue Summary The height of desert living. 60 Revenue Summary The height of desert living. 61 Revenue Summary The height of desert living. 62 SSR 42% Lcl Sls Tax 45% Franchise 2% Chgs for Svc 3% Lic/Permits 4% Fines 2% Interest 1%Misc. 1% Sources of Funds - General Fund where the money comes from Total General Fund Revenues - $14.7MTotal General Fund The height of desert living. 63 Expenditure Summary . Expenditure Summary The height of desert living. 64 Expenditure Summary Expenditures This section provides a broad overview of the revenues and expenditures included in the FY2009-2010 budget. Information is presented for general, special revenue, debt service and capital project funds. All Funds Expenditure Summary Total expenditures for all funds are $35,284,672, including transfers. The general fund portion of $14,525,655 represents 41.2% of the total. Highway User Revenue Fund (Streets Fund) represents 4.5% of the total Town budget. Other special reve- nue funds represent 8.9% of the budget, with debt service representing 9.3% and capital projects representing 36.1%. Total proposed expenditures for all funds for FY2009-10 are 24.6% higher than the FY2008-09 budget, as a result of an increase in Capital Improvement Projects sched- uled for this year. In contrast, general fund expenditures are 10.0% less than the FY 2008-09 budget. General Fund $14.5M HURF $1.6M Excise Tax $0.4M Special Revenue $2.6M Development Fees $0.1M Debt Service $3.3M Capital Projects $12.8M EXPENDITURES BY FUND TOTAL ALL FUNDS $35.3M The height of desert living. 65 . Expenditure Summary FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-10 Actual Actual Budget Proposed Fund/Department GENERAL FUND Mayor and Town Council $69,114 $179,890 $93,088 $85,640 Municipal Court $359,272 $384,285 $394,490 $397,528 Administration $3,315,070 $3,168,052 $3,253,281 $2,964,808 Public Works $1,880,307 $2,402,799 $1,818,358 $1,372,201 Planning and Zoning $1,295,544 $1,364,237 $1,421,338 $1,068,474 Parks and Recreation $2,107,073 $1,683,995 $1,936,912 $1,669,024 Law Enforcement $2,265,572 $2,790,900 $2,839,077 $2,844,877 Fire Department $2,841,288 $2,982,446 $3,240,908 $3,065,477 Community Center $1,034,996 $1,008,062 $1,144,943 $1,057,625 Transfers $1,669,050 $0 $0 $0 TOTAL GENERAL FUND $16,837,286 $15,964,666 $16,142,395 $14,525,655 SPECIAL REVENUE FUNDS Highway Users Funds Streets Department $2,137,401 $2,442,791 $2,207,284 $1,232,746 Transfers Out $0 $90,000 $0 $367,799 Total Highway Users Fund $2,137,401 $2,532,791 $2,207,284 $1,600,545 Excise Tax Special Revenue Economic Development $525,057 $156,717 $191,835 $132,675 Transfers Out $0 $0 $0 $250,000 Total Excise Tax Special Revenue $525,057 $156,717 $191,835 $382,675 Court Special Revenue Court Enhancement Fund $4,288 $8,250 $90,000 $50,000 Total Court Special Revenue $4,288 $8,250 $90,000 $50,000 Grants FEMA Grant $0 $52,015 $0 $0 ADOT Grant $0 $0 $0 $0 Proposition 202 $0 $185,000 $0 $150,000 Miscellaneous Grants $0 $84,412 $1,500,000 $0 Transfers Out $0 $0 $575,847 $2,426,850 Total Grants $0 $321,427 $2,075,847 $2,576,850 Community Center FF & E Fund Community Center FF&E $0 $0 $0 $0 Total Community Center FF&E $0 $0 $0 $0 Public Arts Fund Acquisition, Installation & Maintenance $0 $0 $0 $2,500 Total Public Arts Fund $0 $0 $0 $2,500 TOTAL SPECIAL REVENUE FUNDS $2,666,746 $3,019,185 $4,564,966 $4,612,570 The height of desert living. 66 Expenditure Summary FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-10 Actual Actual Budget Proposed Fund/Department DEBT SERVICE FUNDS General Obligation Bonds Refunded Bonds $1,360,294 $1,389,596 $1,336,114 $1,336,114 Admin Fees $4,250 $4,250 $4,250 $4,250 Total General Obligation Bonds $1,364,544 $1,393,846 $1,340,364 $1,340,364 Revenue Bonds Bonds Payment $130,743 $115,843 $136,413 $136,413 Total Revenue Bonds $130,743 $115,843 $136,413 $136,413 Special District Debt Service Bond Payment -MPC $1,188,348 $1,289,173 $1,337,486 $1,408,886 Bond Payment - Cottonwoods ID. $3,652 $3,850 $3,850 $3,850 Eagle Mountain CFD $387,000 $387,000 $387,000 $389,100 Total Special District Debt Service $1,579,000 $1,680,023 $1,728,336 $1,801,836 TOTAL DEBT SERVICE FUNDS $2,943,544 $3,073,869 $3,205,113 $3,278,613 DEVELOPMENT FEES Law Enforcement Development Fees $0 $0 $6,020 $0 Street Department Development Fees $23,532 $130,000 $272,780 $142,400 Parks & Recreation Development Fees $444,249 $651,582 $583,900 $0 Open Space Development Fees $8,050 $10,700 $79,060 $0 General Government Development Fees $0 $0 $12,670 $0 Fire Development Fees $0 $0 $1,330 $0 Library Development Fees $0 $0 $2,240 $0 TOTAL DEVELOPMENT FEES $475,831 $792,282 $958,000 $142,400 CAPITAL PROJECTS FUND Capital Projects $1,122,054 $2,996,355 $3,049,016 $12,291,724 Capital Contingency $800,000 $400,000 $400,000 $433,710 TOTAL CAPITAL PROJECTS FUND $1,922,054 $3,396,355 $3,449,016 $12,725,434 TOTAL ALL FUNDS $24,845,461 $26,246,357 $28,319,490 $35,284,672 The height of desert living. 67 Expenditure Summary OPERATING EXPENSES Department Division Budget Mayor & Council $85,640 Municipal Court $397,528 Administration Town Manager $728,543 Legal Services $360,804 Town Clerk $193,067 Human Resources/Risk Mgmt $575,851 Finance $324,316 Community Affairs/Media Relations $159,755 Economic Development $149,571 Downtown Development $382,675 Information Technology $307,366 Operational Support $255,534 Total General Fund $3,054,808 Total Excise Tax Fund* $382,675 TOTAL OPERATING $3,437,483 Public Works Engineering $791,244 Facilities $580,957 Streets Administration $616,675 Vehicle Maintenance $147,780 Traffic Signals $195,843 Street Sweeping $119,696 Street Signs $91,670 Pavement Management $428,880 Total General Fund $1,372,201 Total Streets (HURF) Fund* $1,600,544 TOTAL OPERATING $2,972,745 Planning & Zoning Planning $344,340 Building Safety $411,528 Code Enforcement $177,511 Mapping & Graphics $135,096 TOTAL OPERATING $1,068,474 Parks & Recreation Recreation $663,529 Fountain Park $386,174 Golden Eagle Park $375,422 Desert Vista Park $105,280 Four Peaks Park $138,619 TOTAL OPERATING $1,669,024 Community Center Community Center Operations $697,447 Senior Services $270,177 TOTAL OPERATING $967,624 Law Law Enforcement $2,844,878 Fire Fire & Emergency Medical $3,065,477 Total General Fund $14,525,655 Total Streets (HURF) Fund $1,600,544 Total Excise Tax Fund $382,675 TOTAL OPERATING BUDGET $16,508,874 The height of desert living. 68 . Expenditure Summary All Funds Budgeted Expenditure by Account Code Gen Fund Special Revenue Development Debt Capital TOTAL % of TOTALS HURF CCEF Excise Tax Funds Fees Service Projects ALL FUNDS TotalOvertime $0 $3,000 $0 $0 $0 $0 $0 $0 $3,000 0.0%Wages $3,686,036 $453,831 $0 $38,252 $0 $0 $0 $0 $4,139,867 11.7%FICA $80,828 $6,581 $0 $555 $0 $0 $0 $0 $87,409 0.2%Unemployment Insurance $5,506 $646 $0 $32 $0 $0 $0 $0 $6,152 0.0%Employee's Health Insurance $360,167 $57,400 $0 $2,073 $0 $0 $0 $0 $417,567 1.2%Employee's Life Insurance $9,550 $1,284 $0 $113 $0 $0 $0 $0 $10,835 0.0%Employee's Dental Insurance $29,263 $4,678 $0 $203 $0 $0 $0 $0 $33,941 0.1%Employee's Vision Insurance $4,627 $643 $0 $32 $0 $0 $0 $0 $5,269 0.0%Worker's Compensation Insurance $38,030 $27,107 $0 $95 $0 $0 $0 $0 $65,138 0.2%Employee's Retirement Fund $360,828 $49,921 $0 $4,208 $0 $0 $0 $0 $410,749 1.2%Disability Insurance $14,997 $2,061 $0 $176 $0 $0 $0 $0 $17,058 0.0%Total Wages & Salaries $4,589,833 $607,152 $0 $45,739 $0 $0 $0 $0 $5,242,724 14.9%Licenses Permits Filing Fees$1,530 $2,000 $0 $0 $0 $0 $0 $0 $3,530 0.0%Dues & Publications$48,848 $3,080 $0 $2,025 $0 $0 $0 $0 $51,928 0.1%Training/Continuing Education$28,128 $3,500 $0 $0 $0 $0 $0 $0 $31,628 0.1%Meetings & Conferences$59,165 $0 $0 $4,800 $0 $0 $0 $0 $59,165 0.2%Building Repairs & Maintenance$149,645 $3,500 $0 $0 $0 $0 $0 $0 $153,145 0.4%Grounds Maintenance$127,667 $5,600 $0 $0 $0 $0 $0 $0 $133,267 0.4%Equip. Repairs & Maint.$144,395 $1,500 $3,100 $0 $0 $0 $0 $0 $145,895 0.4%Vehicle Repairs & Maintenance$62,282 $38,000 $0 $0 $0 $0 $0 $0 $100,282 0.3%Other Repair & Maintenance$28,435 $80,925 $0 $0 $2,500 $0 $0 $0 $111,860 0.3%Road Repair$0 $52,380 $0 $0 $0 $0 $0 $0 $52,380 0.1%Electricity Expense$402,847 $37,000 $0 $0 $0 $0 $0 $0 $439,847 1.2%Refuse/Recycling$13,764 $2,815 $0 $0 $0 $0 $0 $0 $16,579 0.0%Telecommunications$78,460 $5,900 $0 $476 $0 $0 $0 $0 $84,360 0.2%Water/Sewer$131,070 $8,600 $0 $0 $0 $0 $0 $0 $139,670 0.4%Gas & Oil Expense$54,124 $49,700 $0 $0 $0 $0 $0 $0 $103,824 0.3%Audit Fees$69,000 $9,000 $0 $0 $0 $0 $0 $0 $78,000 0.2%Professional Fees$57,860 $600 $0 $27,500 $0 $0 $0 $0 $58,460 0.2% The height of desert living. 69 . Expenditure Summary Engineering Fees$7,000 $9,999 $0 $0 $0 $0 $0 $0 $16,999 0.0%Legal Fees$362,804 $20,000 $0 $0 $0 $0 $0 $0 $382,804 1.1%Liability Insurance$325,000 $108,000 $0 $0 $0 $0 $0 $0 $433,000 1.2%Equipment Rental$6,250 $0 $0 $0 $0 $0 $0 $0 $6,250 0.0%Printing$44,308 $0 $0 $20,535 $0 $0 $0 $0 $44,308 0.1%Advertising/Signage$18,263 $0 $0 $31,000 $0 $0 $0 $0 $18,263 0.1%Intergovernmental Agreements$224,500 $0 $0 $0 $0 $0 $0 $0 $224,500 0.6%ContractuaL Services$5,853,710 $168,695 $0 $0 $150,000 $0 $0 $0 $6,172,405 17.5%Constituent Communications$63,450 $0 $0 $0 $0 $0 $0 $0 $63,450 0.2%Bank/Merchant Acct Charges$15,490 $0 $0 $0 $0 $0 $0 $0 $15,490 0.0%Community Events & Programs$509,814 $0 $0 $0 $0 $0 $0 $0 $509,814 1.4%Office Supplies$45,202 $1,500 $0 $0 $0 $0 $0 $0 $46,702 0.1%Safety Supplies$1,760 $0 $0 $0 $0 $0 $0 $0 $1,760 0.0%Operating Supplies$34,043 $0 $5,000 $600 $0 $0 $0 $0 $34,043 0.1%Food & Bar Supplies$300 $0 $0 $0 $0 $0 $0 $0 $300 0.0%Program Materials$99,947 $0 $0 $0 $0 $0 $0 $0 $99,947 0.3%Uniforms$8,518 $6,400 $0 $0 $0 $0 $0 $0 $14,918 0.0%Postage$16,755 $0 $0 $0 $0 $0 $0 $0 $16,755 0.0%Tools, Shop Supplies$22,600 $5,400 $0 $0 $0 $0 $0 $0 $28,000 0.1%Software$4,200 $1,500 $0 $0 $0 $0 $0 $0 $5,700 0.0%Hardware & Peripherals$2,265 $0 $0 $0 $0 $0 $0 $0 $2,265 0.0%Contingency$150,000 $0 $0 $0 $0 $0 $0 $433,710 $583,710 1.7%Total Supplies & Services$9,273,400 $625,594 $8,100 $86,936 $152,500 $0 $0 $433,710 $10,485,204 29.7%Capital Expend. - Improvements$0 $0 $41,900 $0 $0 $0 $0 $12,291,724 $12,291,724 34.8%Total Capital $0 $0 $41,900 $0 $0 $0 $0 $12,291,724 $12,291,724 34.8%Debt Service$387,000 $136,013 $0 $0 $0 $0 $3,278,613 $0 $3,801,626 10.8%Transfers$275,422 $231,786 $0 $250,000 $2,426,850 $142,400 $0 $0 $3,076,458 8.7%Total Debt/Transfers $662,422 $367,799 $0 $250,000 $2,426,850 $142,400 $3,278,613 $0 $6,878,085 19.5%GRAND TOTAL $14,525,655 $1,600,545 $50,000 $382,675 $2,579,350 $142,400 $3,278,613 $12,725,434 $35,284,672 100.0% The height of desert living. 70 The FY09-10 budget includes transfers between funds for such items as the annual debt payment on the Community Center, depreciation charges for replacing Town equipment, capital projects, etc. A schedule of interfund transfers budgeted for FY09-10 and an expla- nation of each is shown below: . Expenditure Summary Estimated Estimated Beginning Estimated Transfers Ending Fund Fund Balance Revenues Appropriations In/(Out)Fund Balance 99 Rainy Day Fund $1,310,254 $0 $0 $0 $1,310,254 100 General Fund $5,269,554 $14,587,379 $13,972,083 ($553,572)$5,331,278 200 Highway Users Rev Fund $250,000 $1,600,545 $1,232,746 ($368,199)$249,600 300 Excise Tax Fund $1,346,308 $295,859 $132,675 ($250,000)$1,259,492 400 Special Revenue (Grants) $0 $2,576,850 $150,000 ($2,426,850)$0 410 Public Art Fund $2,367 $2,000 $2,500 $0 $1,867 420 Court Enhancement $225,000 $17,000 $50,000 $0 $192,000 500 Revenue Bond Debt Service $0 $0 $136,413 $136,413 $0 510 G O Debt Service $0 $1,401,500 $1,340,364 $0 $61,136 520 Eagle Mtn CFD Debt $0 $389,100 $389,100 $0 $0 530 MPC Debt Service $837,790 $896,178 $1,408,886 $387,000 $712,082 540 Cottonwoods Imp Dist $3,850 $0 $3,850 $0 $0 600 Capital Improvement Fund $8,445,403 $7,547,717 $12,725,434 $2,981,190 $6,248,876 710 Development Fees-Law $188,853 $13,767 $0 $0 $202,620 720 Development Fees-Fire $36,974 $3,153 $0 $0 $40,127 730 Development Fees-Streets $229,427 $74,316 $0 ($142,400)$161,343 740 Development Fees-Parks ($563,258)$14,664 $0 $0 ($548,594) 750 Development Fees-Open Space $1,667,633 $9,390 $0 $0 $1,677,023 760 Development Fees-Library $37,944 $1,740 $0 $0 $39,684 770 Development Fees-Gen Gov't $504,499 $28,440 $0 $0 $532,939 810 Vehicle Replacement (VRP) $268,016 $5,000 $0 $236,418 $509,434 Total $20,060,614 $29,464,598 $31,544,051 $0 $17,981,161 Fund Fund Amount Explanation General Fund Special Revenue $108,850 Grant Match Debt Service ($387,000)Annual Debt Payment for Community Center CIP ($100,000)Transfer to CIP-Municipal Software Vehicle Replacemen ($175,422)Interfund charge for Vehicle Replacement Highway User (HURF) Debt Service Fund ($136,413)Annual debt payment for street paving bonds CIP ($170,790)Transfer to CIP-Pavement Mgmt Vehicle Replacemen ($60,996)Interfund charge for Vehicle Replacement Excise Tax Fund CIP ($250,000)Transfer to CIP-Downtown Improvements Special Revenue General Fund ($108,850)Grant Match CIP ($2,318,000)Transfer to CIP-Various projects Development Fees CIP ($142,400)Transfer to CIP-Traffic Signal project Capital Improvement Fund General Fund $100,000 Transfer to CIP-Municipal Software HURF $170,790 Transfer to CIP-Pavement Mgmt Special Revenue $2,318,000 Transfer to CIP-Various projects Excise Tax Fund $250,000 Transfer to CIP-Downtown Improvements Development Fees $142,400 Transfer to CIP-Traffic Signal project Debt Service General Fund $387,000 Annual Debt Payment for Community Center HURF $136,413 Annual debt payment for street paving bonds Vehicle Replacement Fund General Fund $175,422 Interfund charge for Vehicle Replacement HURF $60,996 Interfund charge for Vehicle Replacement Fiscal Year 2009-10 Explanation of Transfers The height of desert living. 71 Expenditure Limitation Each year the Economic Estimates Commission of the State of Arizona develops ex- penditure limits for local governments in Arizona based on a formula using 1979-80 expenses adjusted for inflation and population growth. Cities and town are required to stay within the limits or incur a penalty (reduction in State Shared revenues). The final FY09-10 expenditure limitation for the Town of Fountain Hills is $28,055,993; the limit applies to FY10 expenditures of the Town (all funds) but al- lows for certain exemptions and deductions. For example, debt service payments, HURF, bond proceeds, stimulus and grant expenditures are not included when deter- mining compliance with the expenditure limitation. However, development fee and capital project expenditures are subject to the limitation. The table below is an esti- mate of the Town’s expenditure limitation, deductions and exclusions and final spending authority. Expenditure Summary $35,284,672 Exclusions from Revenues: $0 $4,500,000 $3,278,613 $131,493 $5,114,567 $113,400 $0 $1,763,000 $0 $0 $0 $2,694,279 Total Exclusions $17,595,352 Expenditures subject to limitation $17,689,320 Expenditure Limitation $28,055,993 Under/(Over) Limitation $10,366,673 Refunds, Reimbursements Voter Approved Exclusions Prior Years Carryforward Received from State(LTAF, GETUM Grants) Contributions from private organization Highway User Revenues excess 1979-80 Savings Reserved for Capital Purchase (voter approved) Contracts with Other Political Subdivisions Bond Proceeds carried forward Bond Proceeds Debt Service Payments Dividends,Interest,Gains Grants EXPENDITURE LIMITATION ANALYSIS (Estimate) Total Expenditures The height of desert living. 72 Town Council 1% Administration 20% Law Enforcement 20% Fire Department 21% Municipal Court 3% Parks & Recreation 12% Community Center/Senior Services 7% Public Works 9% Planning & Zoning 7% Uses of Funds - General Fund where the money goes Total General Fund Budget - $14.5M The height of desert living. 73 Budget Process And Schedule Budget Process The height of desert living. 74 Mission of the Budget Process Communication and involvement with citizens and other stakeholders is stressed. The broad nature of the budget mission allows issues to be addressed that have lim- ited the success of budgeting in the past. Apathy is a serious illness of government; it is in the best interests of government to have involved stakeholders. The term stakeholder refers to anyone affected by or who has a stake in govern- ment. This term stakeholder includes, but is not limited to: citizens, customers, elected officials, management, employees and their representatives, businesses, vendors, other governments, and the media. It is vital that the budget processes include diverse stakeholders. Each year the Town of Fountain Hills budget is developed from the Town Council’s priorities by the Finance Department with the individual departments and the Town Manager. Meetings with each department, the Town Manager and the Finance De- partment are held during the month of March. After these meetings are completed, a proposed balanced budget is prepared for submittal to the full Town Council and public in May. Recommended Budget Practices The Town of Fountain Hills budget process is designed to meet citizens’ needs for in- formation and input; decision makers’ needs for information and advice from citizens on their desired blend of services; and the time line set by the State of Arizona through Arizona Budget Law. The Town of Fountain Hills budget process incorporates the recommended practices promulgated by the National Advisory Council on State and Local Budgeting (NACSLB). Concurrently, Town staff apply diligent effort into improving the proc- esses, decisions and outcomes with each new budget year. The NACSLB’s practices encourage governments to consider the long term consequences of actions to ensure that impacts of budget decisions are understood over a multi-year planning horizon and to assess whether program and service levels can be sustained. Budget Definition All cities and towns in Arizona are required to adopt an annual budget. State law dictates that fiscal years begin on July 1 and end on June 30. Certain parts of the budget document such as summaries of revenues and expenditures showing two years of spending history are required by State law. A good budget process is characterized by several essential features: Incorporates a long-term perspective Establishes linkages to broad goals Focuses budget decisions on results and outcomes Budget Process The height of desert living. 75 Involves and promotes effective communication with stakeholders Provides incentives to government management and employees These key characteristics of good budgeting make clear that the budget process is not simply an exercise in balancing revenues and expenditures one year at a time, but is strategic in nature, encompassing a multi-year financial and operating plan that allocates resources on the basis of identified goals. A good budget process moves beyond the traditional concept of line-item expenditure control, providing in- centives and flexibility to managers that can lead to improved program efficiency and effectiveness. Principles and Elements of the Budget Process The budget process consists of four broad principles that stem from the definition and mission previously described. These principles encompass many functions that spread across a governmental organization. They reflect the fact that development of a balanced budget is a political and managerial process that also has financial and technical dimensions. Each of the principles of the budget process incorporates com- ponents or elements that represent achievable results. These elements help trans- late the guiding principles into action components. Individual budgetary practices are derived from these elements. The principles and elements provide a structure to categorize budgetary practices. Establish broad goals to guide government decision-making – a government should have broad goals that provide overall direction for the government and serve as a basis for decision-making. Assess community needs, priorities, challenges and opportunities. Identify opportunities and challenges for governmental services, capital as- sets, and management Develop and disseminate broad goals Develop approaches to achieve goals – a government should have specific policies, plans, programs, and management strategies to define how it will achieve its long-term goals. Adopt financial policies Develop programmatic, operating, and capital policies and plans Develop programs and services that are consistent with policies and plans Develop management strategies Develop a budget consistent with approaches to achieve goals – a financial Budget Process The height of desert living. 76 plan and budget that moves toward achievement of goals, within the con- straints of available resources, should be prepared and adopted. Develop a process for preparing and adopting a budget Develop and evaluate financial options Make choices necessary to adopt a budget Evaluate performance and make adjustments – program and financial per- formance should be continually evaluated, and adjustments made, to en- courage progress toward achieving goals. Monitor, measure, and evaluate performance Make adjustments as needed When does the “budget season” start? The budget process typically begins in January when the Finance Department begins to review current levels of service, Council goals and objectives as identified at the annual Council retreat, proposed capital improvements, and financial forecasts. In reality, the budget process for the Town is actually an ongoing process. Through- out the fiscal year, citizens and staff submit suggestions for new services, regula- tions, funding sources, and improved service delivery, as well as concerns to the Town Council and commissions for discussion, study, and/or implementation. Advi- sory boards and commissions develop plans for new or enhanced programs to be in- cluded in the following year’s budget proposal. Implementing, Monitoring, and Amending the Budget A budget is an annual planning tool - it identifies the Town’s work plan and matches the financial, material, and human resources available with the requirements to com- plete the work plan. It includes information about the organization and identifies the Council policy that directed the budget preparation. Although a budget is often dis- cussed as a financial document, the financial portion means very little without the policy and administrative information that explains what the organization intends to do with the financial resources. In July, the Town staff begins the process of implementing the newly adopted budget and is accountable for budgetary control throughout the fiscal year. Revenue and expenditure patterns are examined, compared to budget plans, and corrective ac- tion, if necessary, is taken during the fiscal year. Town management is provided with a monthly budget and activity report; the Town Council is provided a summary budget report at the end of each quarter disclosing actual revenue, expenditure, and fund balance performance as compared to the budget. The Town of Fountain Hills budget is adopted at a department level and the Capital Budget Process The height of desert living. 77 Improvement Plan is adopted at a project level. Control of each legally adopted an- nual budget is at the department level; the Town Manager may at any time transfer any unencumbered appropriation balance or portion thereof between general classifi- cations of expenditure (line items) within a department. The items are reduced by a like amount. At the request of the Town Manager, the Council may transfer any un- encumbered appropriation balance or portion thereof between one department to an- other. Pursuant to Arizona Revised Statutes, “No expenditure shall be made for a purpose not included in such budget..”. Thus a Contingency line item is included within the General Fund to accommodate most unplanned expenditures. The other option in amending the budget, according to state law, is for the Council to declare an emer- gency and then transfer the monies from one line item or department to another. In essence, any approved Council transfers do amend the budget although the budget is never reprinted. All transfers are reflected on the following year’s legal schedules as required by the Auditor General’s Office. What funds are included in this budget? The accounts of the Town are organized on the basis of funds or account groups, each of which is considered a separate accounting entity. Government resources are allocated to and accounted for in individual funds based on the purposes for which they are to be spent and the means by which spending activities are controlled. The Town of Fountain Hills appropriates all funds in its budget process: General Fund – revenues and expenditures to carry out basic governmental activities such as police and fire, recreation, planning, legal services, administrative services, etc. (non-restricted). Special Revenue Funds – revenues derived from specific taxes or other earmarked revenue sources, usually required by statute or ordinance to finance particular activi- ties. Highway User Revenue Fund (HURF) and grants are examples of special reve- nue funds (restricted by statute). Excise Tax Revenue Funds – designated for bond payments for mountains, Civic Cen- ter phase II project, and downtown development (restricted by legislative ac- tion).Debt Service Funds – established to account for the accumulation of resources for, and the payment of, general long-term debt principal and interest. Municipal Property Corporation (MPC) and Community Facilities District (CFD) funds are in- cluded within the debt service funds. Capital Projects Funds – to account for the purchase or construction of major capital facilities, heavy equipment, park improvements and major road improvements. The Capital Project Fund revenues are derived from excess General Fund revenues and 85% of the construction related local sales tax. Budget Process The height of desert living. 78 When can a citizen have input into the budget process? Town staff welcomes comments and suggestions throughout the year. The first op- portunity for the Town Council to contribute to the budget is during the annual goal setting retreat held in January. The proposed budget is presented to the public and Town Council in May at which time a public hearing is held to receive input. This is the opportunity to increase the budget for the next fiscal year before the maximum spending amount is established. Once the maximum spending amount is adopted as the tentative budget, line items can only be exchanged or decreased prior to the budget’s final adoption. Budget Schedule Friday, October 3, 2008 Council Strategic Planning Session Develop broad policies or ideas to drive budget process Friday, November 14, 2008 Capital Improvement Program Budget Kick-off Meeting 20 year CIP/IIP distributed to Directors for review and 5 year update Overview of capital budget process Friday, December 5, 2008 Cabinet Budget Retreat-Plan to implement Council goals Departments formulate specific performance measures Monday, December 8, 2008 Operating Budget Kick-off Meeting Friday, December 12, 2008 Tyler MUNIS budget training Friday, December 19, 2008 Directors submit requests for new/revised programs with justification Directors submit requests for new staff/reclassifications with justification Monday, January 5, 2009 Finance submits early revenue projections to Budget Committee Wednesday, January 7, 2009 Public Planning Open House on Budget (Feedback cards provided) Friday, January 9, 2009 Council Budget Retreat January 1 - 31, 2008 Department Directors communicate budget priorities to Commissions Friday, January 16, 2009 Preliminary approval from Budget Committee on program and staffing requests Friday, January 23, 2009 Directors submit updated 5-year CIP/IIP project sheets and costs to Finance Finance begins to prepare CIP for workstudy Tuesday, January 27, 2009 CIP workstudy session with Council Budget Process The height of desert living. 79 Friday, February 6, 2009 Finance submits updated 5-year CIP/IIP to Budget Committee Friday, February 13, 2009 Written Dept verbiage (Word Template) due to Finance Performance Budget Forms (Program level) due to Finance Deadline for input of operating budget into Tyler MUNIS & Excel February 16 - February 27, 2009 Finance prepares preliminary budget document Friday, February 27, 2009 Finance submits preliminary Budget to Budget Committee March 2 - March 20, 2009 Department Budget Meetings with Budget Committee Tuesday, March 10, 2009 Council Work Study Session-Revenues March 23 - April 3, 2009 Finance prepares Tentative Budget Tuesday, April 7, 2009 Completed Tentative Budget submitted to Budget Committee April 7 - April 10, 2009 Review of Tentative Budget by Budget Committee Tuesday, April 14, 2009 Council Budget Work-Study Session April 13 - April 17, 2009 Finance prepares revisions to Tentative Budget incorporating Pay Plan Tuesday, April 21, 2009 Council receives copy of Proposed Budget Tuesday, April 28, 2009 Council Budget Work-Study Session April 29 - May 8, 2009 Budget Committee revises budget per work-study direction Wednesday, May 6, 2009 Public Open House on Budget Thursday, May 21, 2009 Council Mtg-Adopt Tentative Budget Wednesday, May 27, 2009 Publish Tentative Budget in newspaper Thursday, June 4, 2009 Council Mtg- Adopt Final budget Thursday, June 18, 2009 Council Mtg-Adopt Tax Levy Budget Schedule Budget Process The height of desert living. 80 The height of desert living. 81 OPERATING BUDGETS MAYOR & TOWN COUNCIL MUNICIPAL COURT ADMINISTRATION PUBLIC WORKS PLANNING & ZONING PARKS & RECREATION COMMUNITY CENTER Operating Budgets The height of desert living. 82 Mayor and Town Council Mission Statement The Mayor and Town Council are charged with serving the best interests of the community by providing for its safety and well being; respecting its small town character and quality of life; providing superior public services; sustaining the public trust through open and re- sponsive government; and maintaining the stewardship and preservation of its financial and natural resources Department Description The Town Council is comprised of the Mayor and six (6) Councilmembers, all of whom are elected to serve the citizens of the Town of Fountain Hills. The term of office for the Mayor is two (2) years and Councilmembers serve (4) year over- lapping terms. The corporate powers of the Town are vested in the Council and are exercised only as di- rected or authorized by law via ordinance, resolution, order or motion. The Council appropriates funds and provides policy direction to Town staff. The Council appoints a Town Manager, Municipal Court Judge, Town Attorney, and Prose- cuting Attorney. The Town Manager is responsible for the day to day administration of the Town Council Goals for FY 2009-10 Goal 1: Ensure that the Strategic Plan continues to be implemented and updated. A. Work with the Strategic Planning Advisory Commission and ensure adequate dedication of resources to complete the update to the Strategic Plan by March 31, 2010. Goal 2: Ensure development of former state trust land proceeds in a way which is most responsible and beneficial to the community. A. Ensure that all development applications are reviewed against approved plans, agreements and regulations. B. Assign all applications to Senior Planner to ensure consistency and accuracy of all reviews. Operating Budgets The height of desert living. 83 C. Conduct a comprehensive, coordinated team review of each development appli- cation. Goal 3: Maintain and develop good roads and walkways within fiscal constraints. A. Develop and present to the Council a fiscal plan for addressing the resurfacing of arterials by December 31, 2009. B. Continue to address maintenance of roadways and the addition of new sidewalks congruent with pedestrian walkways program within fiscal constraints. i. Continue to implement the 5-year CIP plan as funds become available. C. Pay special attention to downtown sidewalks and other walk-ability issues. i. Continue to pursue grants funding such as “Safe Sidewalks to Schools.” ii. Continue to design and build “gap” walkways in Town Center to provide cross- walks as per ADA standards and as fiscal constraints allow. Goal 4: Make optimal use of trails and expand public access to parks and open space. A. Enhance public access to regional open space. i. Support McDowell Mountain Preservation Commission outreach and educa- tion efforts relative to trail access. ii. Support efforts of McDowell Mountain Preservation Commission to man both Chamber fair booths and distribute information specific to the preserve and its trails. iii. If County’s transportation plan for regional trails is approved, utilize the Sonoran Conservancy’s Trailblazers to construct the trail from the regional park trail system into the McDowell Mountain Preserve. Goal 5: Maintain service level and functionality of parks. A. Maintain grass and water quality at Fountain Park. i. Continue the Turf Enhancement Program at Fountain Park. ii. Continue to use an aquatic consulting service to help maintain lake water quality. B. Develop a Park Maintenance Program for parks system by December of 2009. C. Explore alternatives for savings on electrical costs in running the fountain. Operating Budgets The height of desert living. 84 Goal 6: Explore the need for an Environmental Commission with specific responsi- bility to develop new measures and support existing initiatives that improve the quality of our natural environment. A. Identify other communities that have environmental commissions and evaluate their effectiveness and resource requirements. Investigate the legal ramifica- tions of establishing an environmental commission and seek community input with regard to the establishment of an environmental commission. Report to Council by November 1, 2009. Goal 7: Maintain and promote our small town character by enhancing public pri- vate collaboration to develop new and improve existing special events. A. Continue Department efforts through the Recreation Division to collaborate with local businesses and the Chamber for an expanded St. Patrick’s Day event in 2010. B. Through the Recreation Division, work to expand the “Eggstravaganza” event in 2010 to include the Kiwanis Pancake Breakfast and other possible elements. C. Work with ADOG through the Recreation Division for the second year of an ex- panded “Paws in the Park” event in Fountain Park. D. Hold “Public Safety and Emergency Preparedness Expo.” E. Hold “Make a Difference Day.” F. Explore cost sharing opportunities with the Chamber and other community or- ganizations with respect to the Thanksgiving Day Parade and Luminarias. Goal 8: Enhance customer service and enrich our citizens’ lives by expanding ac- cess to Town offerings and services, developing innovative approaches to service delivery, and developing/implementing methods for gathering citizen input. A. Expand home delivered meals program for seniors. i. Meal preparation: Fountain View Village has already agreed to prepare up to 50 meals per day (3 routes per day x 16 meals per bag totals 48) by Sep- tember 1, 2009. B. Grow volunteer program and cultivate volunteer opportunities. i. “Make a Difference Day” (See 7E). C. Fully implement “Fountain of Innovation” program and present “Fountain of In- novation” award at annual employee Christmas party. D. Provide Council with quarterly updates and an annual comprehensive report on the effectiveness of eFountain by January 15, 2010. E. Sponsor two Town Hall meetings during the fiscal year. Operating Budgets The height of desert living. 85 F. Continue to work on the Town website to make is user-friendly and easy to navi- gate. G. Continue to review and revise outdated, overreaching ordinances, codes, policies and procedures. Goal 9: Demonstrate organizational progress to citizens and promote transparent government. A. Explore the possibility of one-day building permits for simple projects. i. Examine best practices in other local jurisdictions that issue permits in one day and determine resource needs and necessary changes to our process to accomplish the same turnaround time. Determine which types of permits can be reviewed and issued in one day by Town staff. Return with report to Council by October 1, 2009. B. Implement performance measures program. i. Develop program budget format by July 1, 2009. ii. Evaluate feasibility of regional benchmarking by December 31, 2009. iii. Update departmental performance measures by December 31, 2009. C. Expand transparent government. i. Add ordinances, resolutions and proclamations to the Town’s website by December 31, 2009. ii. Hold one “Meet the Town Day” on a regular workday to include depart- mental overviews and tours of Town Hall utilizing volunteers as tour guides in the first half of the fiscal year. iii. Hold two Town Hall meetings per fiscal year (see 8E). iv. Work with FHUSD to videotape and air departmental profiles. D. Continue to develop a system of program budgeting which facilitates the com- munication of budget information to citizens. Goal 10: Enhance the Town’s economic base by maintaining strong business rela- tions, developing and implementing innovative strategies to bring beneficial businesses to Town, supporting an environment conducive to new business de- velopment, and developing initiatives designed to help businesses succeed. A. Evaluate the existing Business Visitation (Retention) Program by July 31, 2009. B. Enhance the Business Visitation (Retention) Program and begin implementation in August, 2009. Develop an expanded and targeted approach to outreach to the existing business base to include one outreach effort per quarter. Operating Budgets The height of desert living. 86 C. Work with Town Center Merchants group to develop and facilitate networking op- portunities, business vitality, and marketing and promotional opportunities using the Main Street four-point approach. D. Develop contacts and work with Ft. McDowell, the Chamber, and other business groups and organizations to develop strong relationships and work towards mutu- ally beneficial goals: Ft. McDowell outreach at least two times. E. Continue Town involvement with BVAC. F. Evaluate the business attraction program by July 31, 2009. G. Develop a strategy to encourage business locations within the town limits start- ing in August 2009. Goal 11: Build and strengthen internal and external relationships utilizing mutual respect as the basis. A. Develop opportunities for more council/staff interaction. B. Develop new council orientation training which focuses on the roles of council and staff and promotes mutual respect. i. Create curriculum by March 1, 2010. C. Continue downtown business and chamber relations efforts. D. Pursue regular meetings with Ft. McDowell. i. Quarterly economic development meetings between the Town and Ft. McDowell. ii. Meetings between governing boards twice per year. E. Reduce e-sessions possibly by forming specific nominating committee to review applications and recommend appointments to the Council. i. Develop a plan based on the Avondale model and present to Council by October 1, 2009. F. Make the Tribe feel welcome at Town events, endeavors, and activities. G. Promote the Town’s relationship with the School District by holding three joint meetings per year. Goal 12: Exercise fiscal responsibility while maintaining organizational/functional integrity. A. Continue to hold the half-day Council Budget Workshop each October, in addition to the full-day January Workshop. B. Submit a mid-year State of the Budget report to Council by December 31, 2009. Operating Budgets The height of desert living. 87 C. Submit quarterly CIP updates to Council for re-evaluation of capital needs and priorities. D. Continue to utilize work flow analysis to identify cost savings via contracting, consolidation of services, etc. Goal 13: Support initiatives which enhance public safety in our community. A. Develop plan to address proactive community oriented policing by September of 2009. B. Provide semi-annual update to Council by Fire Chief, including an assessment of service level. Operating Budgets The height of desert living. 88 FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS Wages and Salaries $32,000 $36,000 $36,000 $36,000 $51,164 Employer FICA Expense $2,448 $2,770 $2,770 $2,770 $2,974 Unemployment Insurance Expense $276 $310 $330 $330 $338 Employee's Health Insurance $0 $0 $0 $0 $1,430 Employee's Life Insurance $0 $0 $0 $0 $45 Employee's Dental Insurance $0 $0 $0 $0 $101 Employee Vision Insurance $0 $0 $0 $0 $16 Worker Compensation Insurance $755 $967 $490 $543 $530 Employee's Retirement Expense $0 $0 $0 $0 $1,668 Disability Insurance $0 $0 $0 $0 $240 TOTAL $35,480 $40,047 $39,590 $39,643 $58,506 Dues, Subscriptions & Publications $0 $0 $0 $0 $350 Training/Continuing Education $5,020 $6,100 $7,000 $11,500 $5,500 Meetings & Conferences $4,684 $36,389 $13,400 $11,140 $14,484 Communications Expense $0 $100 $0 $0 $0 Professional Services $3,000 $3,500 $62,000 $9,500 $0 Printing $544 $500 $700 $1,105 $400 Advertising/Signage $10,158 $12,700 $10,200 $8,800 $0 Constituent Communications $0 $0 $0 $0 $1,200 Election Expense $17,104 $16,000 $45,000 $0 $0 Community Events & Programs $0 $0 $0 $7,000 $4,000 Office Supplies $3,277 $1,825 $2,000 $4,400 $1,200 TOTAL $43,788 $77,114 $140,300 $53,445 $27,134 CAPITAL EXPENDITURES Capital Outlay $0 $0 $0 $0 $0 TO TAL C APITAL EXPENDITURES $0 $0 $0 $0 $0 TOTAL EXPENDITURES $79,268 $117,161 $179,890 $93,088 $85,640 Sister City Reception Operating Budgets The height of desert living. 89 Operating Budgets Budget Highlights-Mayor & Council $58,506 Salaries, Benefits & Taxes Mayor’s salary is $600 per month and Councilmember’s salaries are $400 per month-$39,737 (including taxes) Portion of Executive Assistant’s salary & benefits being charged to the Council Program Budget for the first time in FY 2009-10- $18,769 $27,134 Services & Supplies Participation continued in League of Arizona Cities & Towns confer- ence-$9,544 Continuation of Town Hall Meetings-$1,200 Sister Cities Dues and contributions-$3,250 Council portraits for Lobby-$1,200 Constitution Commemoration Day-$1,000 Council Meetings & Legislative Events-$5,500 Council One-On-Ones with Town Manager-$3,000 Other supplies and services-$2,440 $0 Capital Outlay No Capital Outlays budgeted in FY 2009-10 The height of desert living. 90 Operating Budgets MUNICIPAL COURT Presiding Judge Court Administrator Senior Court Clerk Court Clerk The height of desert living. 91 Municipal Court Mission Statement The Fountain Hills Municipal Court is committed to professionally serving the citizens of Fountain Hills by administering justice in a fair, efficient, and respectful manner, so as to enhance public trust and community confidence in our court system Department Description The Fountain Hills Municipal Court is the judicial branch of the Fountain Hills government. Pursuant to State Law and the Town Code, decisions regarding the overall function of the Court are the sole responsibility of the Presiding Judge, who also has the exclusive supervi- sory authority over all Court personnel. The Court has jurisdiction over civil, traffic, criminal traffic and criminal misdemeanor of- fenses and violations of Town Code and Ordinances. The Court also has authority over specified juvenile offenses. In addition, the Municipal Court Judge has authority to issue arrest/search warrants, civil orders of protection and injunctions against harassment. As part of the Arizona State Court System, the Fountain Hills Municipal Court is subject to the authority and administrative supervision of the Arizona Supreme Court. The Fountain Hills Municipal Court has legal obligations and reporting responsibilities to the State, as well as to the Town of Fountain Hills. The Court must comply with constantly changing federal, state, and local laws and administrative rules, including those relating to crimes and criminal procedures, victims’ rights, record keeping, ADA, Minimum Accounting Stan- dards, and judicial ethics. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Cases Filed 4252 5378 5400 Cases Terminated 4260 5743 5800 Hearings Held 1109 1200 1200 Traffic cases closed in 60 days 83% 90% 90% Criminal cases closed in 60 days 80% 80% 85% Operating Budgets The height of desert living. 92 FY 2008-09 Department Accomplishments Successfully completed the sixth year of the Fountain Hills Community Teen Court with 30% increase in participation Letter of understanding formalized with Fort McDowell Tribal Court for cooperation in disaster/emergency preparedness Court website updated and enhanced with new resources and information Purchased a document scanner for more efficient archiving of Court records FY 2009-10 Department Objectives Continue the review, updating and implementing of existing and new policies, pro- cedures and measures to enhance Court security and enforcement responsibilities. Continue enhancement of the Court’s website for public access to Court information and services Reduce storage of archived files by digitally scanning all closed files from the year 2000 to date. FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS Overtime $172 $965 $0 $0 $0 Wages and Salaries $256,444 $262,935 $283,000 $295,700 $300,000 Employer FICA Expense $3,669 $3,860 $4,000 $4,320 $4,348 Unemployment Insurance Expense $424 $300 $350 $320 $330 Employee's Health Insurance $25,578 $36,620 $36,500 $30,400 $31,180 Employee's Life Insurance $694 $1,120 $850 $960 $910 Employee's Dental Insurance $2,973 $3,330 $2,500 $2,490 $2,590 Employee Vision Insurance $278 $210 $320 $260 $270 Worker Compensation Insurance $927 $1,010 $600 $650 $610 Employee's Retirement Expense $28,228 $29,020 $32,000 $32,530 $33,010 Disability Insurance $1,194 $1,330 $1,300 $1,560 $1,430 TOTAL $320,581 $340,700 $361,420 $369,190 $374,678 Dues, Subscriptions & Publications $2,368 $3,550 $2,500 $3,750 $3,750 Training/Continuing Education $38 $800 $300 $1,000 $500 Meetings & Conferences $1,667 $2,200 $775 $2,000 $1,500 Equipment Repairs $1,553 $1,000 $600 $600 $800 Communications Expense $717 $105 $490 $550 $0 Auditing Expense $0 $0 $4,000 $0 $0 Legal Fees $2,105 $2,000 $2,300 $3,000 $2,000 Printing $1,653 $2,000 $1,600 $2,000 $2,000 Advertising/Signage $94 $300 $100 $300 $200 Intergovernmental Agreements $4,500 $4,500 $4,500 $6,100 $6,100 Bank Charges $1,917 $2,500 $2,500 $2,500 $2,500 Office Supplies $3,099 $4,000 $3,200 $3,500 $3,500 TOTAL $19,710 $22,955 $22,865 $25,300 $22,850 CAPITAL EXPENDITURES Capital Outlay - Furniture/Equipment $0 $0 $0 $0 $0 TOTAL $0 $0 $0 $0 $0 TOTAL EXPENDITURES $340,291 $363,655 $384,285 $394,490 $397,528 Operating Budgets The height of desert living. 93 Budget Highlights-Municipal Court $374,678 Salaries, Benefits & Taxes Salaries, benefit & taxes for Presiding Judge and Court staff- $374,678 $22,850 Services & Supplies IGA for software service with AZ Supreme Court-$6,100 Pro Tem judge and interpreter costs-$2,000 File scanning/archive services-$5,000 AZ Magistrate & Judicial conferences-$2,000 Merchant Account/Bank service charges-$2,500 State Bar, AZ Courts Assoc dues and legal publications-$3,750 Office supplies & equipment repair-$1500 $0 Capital Outlay No Capital Outlays budgeted in FY 2009-10 Operating Budgets The height of desert living. 94 Operating Budgets ADMINISTRATION Town Manager Deputy Town Manager Accounting Supervisor Financial Services Technicians Accounting Clerk Customer Service Representatives IT Coordinator IT Technician Town Clerk HR Administrator/ Risk Manager Volunteer Coordinator Economic Development Administrator Administrative Assistant Community Affairs/Media Relations Administrative Assistant Administrative Assistant Executive Assistant to Town Mgr/Council The height of desert living. 95 Administration Mission Statement The Administration Department is dedicated to serving the citizens of Fountain Hills by pro- viding Administrative direction and support to the Town Departments. Administration pro- vides accurate and current information on Council legislation and administrative actions; provides for the delivery of comprehensive financial services to internal and external cus- tomers; provides legal advice and support to Town staff; reaches out to political leaders and geographical neighbors to continue to grow relationships in the best interests of the Town and enhances the Town’s economic base through business attraction, retention and business vitality activities. Department Description The Administration Department is made up of nine (9) Divisions; Town Manager, Town Clerk; Legal Services; Finance; Human Resources/Risk Mgmt; Community Affairs/Media Relations; Economic Development; Information Technology; and Operational Support. The Town Manager provides direct supervision over the Town Clerk, Legal Services, Human Re- sources/Risk Mgmt, Community Affairs/Media Relations and Economic Development. The Deputy Town Manager is responsible for Finance, Information Technology and Operational Support. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed General Obligation Bond Rating Aa3 Aa3 Aa3 Coordinate Town wide special events 12 14 16 Conduct business visits 0 12 25 Number of updates to web 500 800 600 Conduct municipal elections as required by new initiatives 1 0 3 Number of Workers Comp claims filed 8 7 5 Operating Budgets The height of desert living. 96 FY 2008-09 Department Accomplishments Began implementation of a new Town wide software integration project Launched a new Town website. Received 13th GFOA Certificate for financial reporting. Coordinated and managed eFountain; an online service to make government more transparent Conducted Town Hall meetings to encourage citizen participation in the budget process Conducted outreach to Town businesses to encourage retention Managed the downsizing of Town staff as a result of budget constraints. FY 2009-10 Department Objectives Continue implementation of the software integration project Assist in educating the public about the upcoming census Develop new productions for Channel 11 Conduct elections as required by Town initiatives Provide an increase service level for Volunteer coordination, including two new initiatives Streamline the Special Events approval process Evaluate the business attraction program Enhance the existing business visitation program Develop new resident outreach packages Evaluate opportunities to develop a broader revenue base to support Town ser- vices Update the Strategic Plan Demonstrate organizational process to citizens and promote transparent govern- ment Enhance customer service and enrich our citizens’ lives by expanding access to Town offerings and services, developing innovative approaches to service deliv- ery and developing/implementing methods for gathering citizen input. Operating Budgets The height of desert living. 97 FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Overtime $7,706 $1,051 $1,000 $2,000 $0 Wages and Salaries $775,065 $748,349 $851,352 $822,959 $816,059 Employer FICA Expense $17,073 $16,000 $18,640 $18,220 $17,032 Unemployment Insurance Expense $1,373 $900 $960 $1,028 $918 Employee's Health Insurance $46,496 $54,400 $67,328 $62,685 $64,746 Employee's Life Insurance $2,351 $2,900 $2,121 $2,358 $2,168 Employee's Dental Insurance $5,705 $5,300 $4,619 $6,044 $5,617 Employee Vision Insurance $611 $800 $813 $1,131 $708 Worker Compensation Insurance $11,945 $3,800 $2,882 $2,389 $2,061 Employee's Retirement Expense $75,920 $77,000 $85,698 $83,593 $87,099 Disability Insurance $2,821 $3,500 $3,805 $4,033 $3,395 TOTAL $947,066 $914,000 $1,039,218 $1,006,440 $999,803 Dues & Publications $45,811 $46,497 $55,840 $52,550 $32,838 Training/Continuing Education $8,359 $15,200 $11,600 $12,420 $4,350 Meetings & Conferences $29,051 $18,160 $9,149 $14,099 $33,706 Vehicle Maintenance $76 $1,250 $310 $0 $708 Equipment Repair & Maintenance $175,885 $76,100 $81,000 $80,639 $113,800 Electricity Expense $138,482 $0 $0 $0 $0 Telecommunications $80,108 $68,983 $71,318 $63,499 $59,896 Water/Sewer Expense $13,113 $0 $0 $0 $0 Gas & Oil Expense $4,843 $3,130 $2,100 $3,000 $1,500 Audit Fees $21,868 $30,800 $40,000 $28,107 $69,000 Professional Fees $113,773 $58,560 $160,250 $82,455 $49,220 Legal Fees $405,573 $347,000 $350,000 $339,500 $360,804 Insurance Expense $263,182 $340,050 $350,000 $318,400 $325,000 Rents & Leases $18,539 $0 $0 $0 $0 Printing $8,533 $22,625 $4,300 $9,681 $36,408 Advertising, Promotion & Events $9,173 $13,950 $11,500 $18,950 $15,795 Emergency Management $1,653 $1,655 $2,050 $2,050 $0 Intergovernmental Agreements $0 $0 $0 $0 $90,000 Constituent Communications $24,924 $82,300 $105,506 $68,500 $33,400 Bank/Merchant Acct Fees $8,356 $6,992 $16,000 $10,850 $8,350 Community Service Contracts $337,706 $339,000 $433,500 $480,600 $505,814 Office Supplies $63,647 $29,378 $41,750 $23,900 $14,437 Postage $23,422 $27,340 $18,000 $14,040 $16,755 Operating Supplies $0 $0 $0 $0 $4,823 Program Materials $0 $0 $0 $0 $17,252 Small Tools & Equipment $0 $0 $0 $0 $1,700 Software $0 $0 $0 $0 $4,200 Hardware & Peripherals $0 $0 $0 $0 $2,265 Contingency $183,339 $300,000 $0 $145,000 $150,000 TOTAL $1,979,416 $1,828,970 $1,764,173 $1,768,240 $1,952,021 CAPITAL EXPENDITURES Capital Outlay - Equipment $69,257 $3,000 $4,661 $0 $0 Capital Outlay - Computers $56,147 $22,100 $35,000 $32,400 $0 Capital Outlay - Software $16,265 $135,000 $200,000 $101,201 $0 Capital Outlay - Communications $0 $12,000 $125,000 $0 $0 TOTAL CAPITAL EXPENDITURES $141,668 $172,100 $364,661 $133,601 $0 Transfer to CIP $0 $0 $0 $200,000 $100,000 Transfer to VRF $0 $0 $0 $0 $2,984 $0 $0 $0 $200,000 $102,984 TOTAL EXPENDITURES $3,068,150 $2,915,070 $3,168,052 $3,108,281 $3,054,808 Operating Budgets The height of desert living. 98 “Cooling the Dogs” Fountain Operating Budgets Administration Town Manager $728,543 Legal Services $360,804 Town Clerk $193,067 Human Resources/Risk Mgmt $575,851 Finance $324,316 Community Affairs/Media Relatio $159,755 Economic Development $149,571 Downtown Development $382,675 Information Technology $307,366 Operational Support $255,534 Total General Fund $3,054,808 Total Excise Tax Fund* $382,675 TOTAL OPERATING $3,437,483 Department Division Budget The height of desert living. 99 Operating Budgets Administration Budget Highlights-Town Manager $263,760 Salaries, Benefits & Taxes Salaries, benefits & taxes for Town Manager and a portion of Deputy Town Manager and Executive Assistant-$263,760 $461,799 Services & Supplies Boys & Girls Club-$100,000, Community Theater-$130,000, Food Bank-$44,000, Chamber Tourism-$150,000 Parade contribution to Chamber-$3,500 Update Strategic Plan-Meetings, Supplies & Printing-$20,450 ICMA, ACMA, MAG, IAAP Memberships-$6,461 Office Supplies & Equipment Repair-$800 Vehicle Fuel & Maintenance-$2,208 ACMA & East Valley Managers’ Meetings-$2,480 Cabinet Workshops-$1,500 Cell Phone Service-$1,200 Office Supplies-$400 $2,984 Transfers to Vehicle Replacement Fund Administration Budget Highlights-Legal Services $360,804 Services & Supplies Town Attorney-$200,000 Outside Council-$48,000 Public Defender-$4,800 Town Prosecutor-$108,000 The height of desert living. 100 Administration Budget Highlights-Town Clerk $94,737 Salaries, Benefits & Taxes Salaries, benefits & taxes for Town Clerk staff-$94,737 $98,330 Services & Supplies Contractual Services, printing & advertising costs to conduct November, March and May elections-$89,435 Advertising text amendments to Code-$1,200 Council meeting audio transcription-$4,800 AMCA, IIMC and Notary dues-$250 ACMA, IIMC, Adobe, conferences & training-$1,550 Office supplies-$1,095 Administration Budget Highlights-Human Resources/Risk Mgmt $125,090 Salaries, Benefits & Taxes Salaries, benefits & taxes for Human Resources Administrator and Volunteer Coordinator-$125,090 $450,761 Services & Supplies Operating Supplies for Volunteer Program-$10,670 Special Transportation Services-$90,000 Liability Insurance-$325,000 Payroll Processing & Tax Reporting-$10,300 Program materials for Human Resources activities-$10,210 HR Law and Insurance update dues-$1,907 Background Checks & Drug Testing-$1,920 Office supplies-$754 The height of desert living. 101 Administration Budget Highlights-Information Technology $95,938 Salaries, Benefits & Taxes Salaries, benefits & taxes for IT Coordinator and IT Technician- $95,938 $111,428 Services & Supplies Software Maintenance-$87,000 Equipment Maintenance-$10,000 Software subscription/hosting services-$8,580 Software Licenses-$4,200 Cell phone service-$948 Office and Operating supplies-$700 $100,000 Transfer to Capital Projects for Municipal Software Project Expand programs to include GIS and/or HR modules Administration Budget Highlights-Operational Support $255,534 Services & Supplies Copy Center Equipment Maintenance & Supplies-$24,720 Telecommunication & Internet Service-$56,264 Bank/Merchant Account services-$8,350 Postage-$16,200 Operating Contingency-$150,000 The height of desert living. 102 Administration Budget Highlights-Community Affairs/ Media Relations $108,348 Salaries, Benefits & Taxes Salaries, benefits & taxes for Community Affairs/Media Relations Ad- ministrator and portion of Administrative Asst-$108,348 $51,407 Services & Supplies Website Upgrades including survey capacity-$5,000 Census advertising & support-$9,800 Four (4) print editions of AveNews & Water Use It Wisely Pamphlets- $23,600 Marketing materials for General Plan Update, Environmental Event and Community Center-$2,500 Additional Kiosk for Library-$1,700 Cell phone and broadband services-$2,265 Legislative Meetings, AzGAM, 3CMA-$3,692 FinderBinder Media Directory and Office supplies-$1,550 Graphics training for staff-$1,300 The height of desert living. 103 Administration Budget Highlights-Finance $244,635 Salaries, Benefits & Taxes Salaries, benefits & taxes for Finance, Accounting, Purchasing, Li- censing, Special Events and Customer Service staff and a portion of Deputy Town Manager-$244,635 $79,681 Services & Supplies ACMA, ALTA, Treasurers, GFOA, GFOAAZ memberships-$1,645 GFOAAZ conference-$1,978 Annual Independent Audit-$27,000 Sales Tax Auditor-$42,000 Cell phone service-$1,008 Printing of CAFR and Budget-$2,900 Publishing budget in newspaper-$1,500 Office supplies-$1,350 Training-$300 The height of desert living. 104 Administration Budget Highlights- Economic Development (General Fund) $67,296 Salaries, Benefits & Taxes Salaries, benefits & taxes for portion of Economic Development Ad- ministrator and Administrative Asst-$67,296 $82,275 Services & Supplies GPEC membership-$10,200 AAED, IEDC, ICMA Memberships and publications-$3,035 AAED, IEDC, AAED, conferences & meetings-$, 9,764 Consultant services for RTA, Skillset, and Sectors studies-$17,500 Design Services for marketing pieces-$10,000 Marketing pieces and Fact Book folders-$20,100 AAED Sponsorship-$10,000 Cell phone service-$952 Office and miscellaneous supplies-$724 The height of desert living. 105 Administration Budget Highlights- Economic Development (Excise Tax Fund) $45,739 Salaries, Benefits & Taxes Salaries, benefits & taxes for portion of Economic Development Ad- ministrator and Administrative Asst-$45,739 $86,936 Services & Supplies Directories & reports-$2,025 ACT training, Town Center Group Meetings-$4,800 Cell phone service-$476 Consultant services for RTA, Skillset, and Sectors studies-$7,500 Holiday lighting-$20,000 Marketing pieces and Fact Book folders-$20,535 Advertising and signage-$31,000 Office supplies-$600 $250,000 Transfer to Capital Projects for Downtown Streetscape Project The height of desert living. 106 Operating Budgets PUBLIC WORKS Director Engineering Division Town Engineer Civil Engineer Civil Engineer Inspector Planner- Environmental Street Division Superintendent Street Maintenance Technicians Fleet Mechanic Open Space & Landscape Specialist Traffic Signal Technician Facilities Division Supervisor Custodian Maintenance/ Custodial Worker Maintenance Technician Executive Assistant The height of desert living. 107 Public Works Mission Statement The Public Works Department is dedicated to expressing and enhancing the beauty, value and quality of the environment by operating and maintaining public grounds, dams, medi- ans, natural washes and open space; by protecting the health, safety and well being of the public by assuring properly designed and constructed infrastructure, correct property transfers and excellent customer service; dedication to quality customer service by operat- ing, preserving and maintaining Town-owned roadways and traffic control systems safely and efficiently; and maintaining all Town Facilities in a manner that provides a safe, healthy and secure environment for staff and our visitors. Department Description The Open Space and Engineering Divisions are responsible for the operation and mainte- nance of Town-owned wash parcels, open space, dams, public grounds and median land- scaping. The department is responsible for six ADWR jurisdictional dams and numerous smaller dams. The Facilities Division maintains town-owned buildings (except public parks), including town Hall, Community Center/Library, two fire stations, Community Thea- tre buildings, and the street yard. The Streets Division staff responsibilities include crack sealing, asphalt patching, signing, traffic signals, brush removal, storm debris clean up, street sweeping and street-related emergency responses. The Highway User Revenue Fund (HURF) pays for Street personnel and contract work for street repair, operations, maintenance and improvements. Contracted tasks include construction and renovation of streets, sidewalks, drainage facilities, engineering processes, reviews, permits and inspects encroachment permits, including subdivision plans, “off-site” improvement plans and utility cuts. Engineering provides support to Building Safety by reviewing and inspecting site work plans for building permits, to Planning Division by technical review of area specific plans, rezoning, preliminary plats, special use permits and other land use matters and technical support for park and building projects. It provides project planning, design & plan review, and contract administration. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Actual FY 2009-10 Proposed Utility ROW in 3 days 98% 98% 98% Pothole resolution 24 hrs 98% 98% 98% Maintenance requests < 24 hours 98% 95% 90% Operating Budgets The height of desert living. 108 FY 2008-2009 Department Accomplishments Issued: 319 Utility Encroachment Permits. Processed: 35 Public Utility & Drainage Easements and Grants of Easement; 9 Traf- fic Calming cases. Reviewed: 13 Temporary use Permits, 24 Single Family Bldg permits, 3 Multi-Family Bldg Permits, 7 Commercial and Industrial Bldg Permits, reviewed and processed 12 subdivisions. Designed Phase One Alley Improvements for PM-10 measures. Constructed four segments of sidewalk in the Town Center. Provided fire and Drainage control for 53.8 acres of washes. Designed sidewalk improvements for Del Cambre school connection. Continue Town wide replacement of all street name signs and support poles. Stormwater Management Plan requirement by hydro-vacuuming stormwater catch basins. Completed art installation project on Town Hall property. Installed new Public Information Board on front entrance to the community Center. Conducted a public auction of Town surplus equipment returning proceeds to the General Fund. Provided recycling containers at all Town-owned facilities. Bring traffic signals into compliance with industry standard. FY 2009-2010 Department Objectives Provide wash management at urgent and moderate fire hazard areas in coordina- tion with the Fire Department requests. Provide capital project planning, design and construction consistent with the budget. Convert remaining street signs to high intensity retro-reflective signs. Perform traffic signal inspections and maintenance to comply with industry stan- dards. Prepare streets in the south-central area of town for pavement maintenance activi- ties. Increase hours spent on curb replacement to minimize town liability. Maintain and develop good roads and walkways within fiscal constraints. Work with civic organizations in their goal to design and help fund completion of the Events Circle between Community Center and Library. Operating Budgets The height of desert living. 109 PUBLIC WORKS FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Overtime $6,092 $7,191 $5,800 $3,426 $0 Wages $408,559 $647,709 $637,000 $670,632 $654,753 FICA $5,823 $11,460 $7,000 $12,600 $13,868 Unemployment Insurance $510 $780 $910 $815 $788 Employee's Health Insurance $44,029 $59,430 $72,100 $64,980 $80,873 Employee's Life Insurance $1,318 $2,470 $13,300 $3,972 $1,715 Employee's Dental Insurance $4,320 $6,920 $6,050 $6,060 $5,566 Employee's Vision Insurance $553 $950 $870 $1,038 $613 Worker's Compensation Insurance $10,757 $21,950 $14,500 $12,942 $13,811 Employee's Retirement Fund $45,550 $66,760 $66,600 $69,266 $63,943 Disability Insurance $2,029 $2,970 $2,965 $3,311 $2,562 TOTAL $529,540 $828,590 $827,095 $849,042 $838,492 Dues & Publications $1,394 $2,545 $2,406 $3,040 $2,590 Training/Continuing Education $195 $1,000 $1,215 $1,950 $3,300 Meetings & Conferences $2,544 $2,450 $6,680 $5,840 $1,525 Building Repair & Maintenance $0 $65,650 $78,500 $84,934 $101,335 Equipment Repair & Maintenance $0 $0 $0 $20,800 $1,200 Vehicle Repair & Maint. $3,545 $4,850 $4,130 $3,350 $5,711 Other Maintenance, Repair & Installation $0 $0 $0 $0 $25,695 Electricity $2,944 $140,720 $150,400 $155,308 $222,035 Refuse & Recycling $0 $0 $0 $0 $3,000 Communications Expense $2,958 $3,360 $5,400 $5,820 $4,008 Water/Sewer $43,680 $64,962 $69,500 $70,000 $92,710 Gas & Oil $7,603 $10,065 $13,200 $13,243 $9,220 Professional Fees $0 $0 $0 $0 $1,100 Engineering Fees $27,226 $161,562 $467,000 $25,000 $7,000 Printing $1,681 $1,000 $100 $2,600 $650 Advertising $1,378 $650 $250 $250 $0 Contractual Services $500 $1,000 $19,998 $48,950 $850 Grounds Maintenance $266,750 $312,743 $326,800 $296,008 $34,550 Wash Maintenance $141,431 $158,622 $145,000 $117,800 $0 Bank Charges $0 $0 $0 $0 $0 Holiday Lighting $0 $0 $0 $10,000 $0 Office Supplies $2,389 $3,000 $3,125 $3,900 $3,500 Safety Supplies $0 $0 $0 $0 $100 Operating Supplies $0 $0 $0 $0 $500 Uniforms $605 $3,225 $1,400 $1,705 $2,300 Tools, Shop Supplies $1,153 $550 $600 $3,412 $1,650 TOTAL $507,977 $937,954 $1,295,704 $873,910 $524,529 CAPITAL EXPENDITURES Capital Outlay - Vehicles $29,275 $33,000 $0 $0 $0 Capital Outlay-Improvements $0 $498,700 $280,000 $81,061 $0 TOTAL CAPITAL EXPENDITURES $29,275 $531,700 $280,000 $81,061 $0 Transfer to VRF $0 $0 $0 $14,346 $9,180 $0 $0 $0 $14,346 $9,180 TOTAL EXPENDITURES $1,066,792 $2,298,244 $2,402,799 $1,818,359 $1,372,201 Operating Budgets The height of desert living. 110 STREET DEPARTMENT FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Overtime $7,573 $7,401 $7,500 $3,464 $3,000 Wages and Salaries $412,533 $477,844 $390,000 $434,724 $453,831 Employer FICA Expense $6,037 $7,000 $6,000 $6,420 $6,581 Unemployment Insurance Expense $754 $655 $700 $630 $646 Employee's Health Insurance $62,175 $77,212 $57,500 $60,946 $57,400 Employee's Life Insurance $1,578 $1,981 $1,154 $1,373 $1,284 Employee's Dental Insurance $6,120 $7,056 $4,400 $4,453 $4,678 Employee Vision Insurance $754 $960 $700 $827 $643 Worker Compensation Insurance $41,998 $49,771 $25,000 $29,717 $27,107 Employee's Retirement Expense $47,342 $53,377 $45,000 $48,201 $49,921 Disability Insurance $2,208 $2,389 $1,800 $2,300 $2,061 TOTAL $589,071 $685,646 $539,754 $593,055 $607,152 License & Permits $0 $0 $0 $3,100 $2,000 Dues & Publications $4,295 $5,550 $3,500 $3,150 $3,080 Training/Continuing Education $3,444 $3,320 $2,000 $2,700 $3,500 Meetings & Conferences $3,505 $3,975 $400 $2,000 $0 Grounds Maintenance & Repair $0 $0 $0 $0 $5,600 Building Repairs & Maintenance $6,199 $7,000 $4,000 $3,000 $3,500 Equipment Repairs & Maintenance $0 $500 $200 $500 $1,500 Traffic Signal Repair & Maintenance $0 $0 $0 $71,735 $0 Street Sign Repair & Maintenance $0 $0 $0 $114,225 $0 Vehicle Repairs & Maintenance $45,232 $36,330 $36,000 $38,460 $38,000 Other Maintenance & Repair $0 $0 $0 $0 $80,925 Road Repair & Maintenance $160,694 $194,231 $245,000 $122,450 $52,380 Pavement Management $387,380 $1,410,163 $1,193,342 $0 $0 Electricity $21,666 $30,000 $36,000 $36,000 $37,000 Refuse/Recycling $0 $0 $0 $0 $2,815 Telecommunications $5,029 $5,450 $5,680 $5,700 $5,900 Water/Sewer $4,561 $3,680 $7,400 $7,400 $8,600 Gas & Oil $27,125 $29,300 $48,000 $47,450 $49,700 Auditing Expense $5,375 $4,500 $8,465 $8,735 $9,000 Professional Fees $1,321 $10,500 $0 $0 $600 Engineering Fees $0 $0 $0 $0 $9,999 Legal Fees $9,250 $9,250 $18,000 $20,000 $20,000 Liability Insurance $111,870 $108,700 $95,000 $100,000 $108,000 Equipment Rental $0 $500 $0 $500 $0 Printing $390 $200 $0 $240 $0 Advertising $99 $250 $250 $250 $0 Contractual Services $0 $0 $0 $0 $168,695 Office Supplies $595 $1,320 $1,000 $1,800 $1,500 Uniforms $8,288 $9,650 $8,000 $8,000 $6,400 Tools, Shop Supplies $6,819 $4,800 $5,500 $7,500 $5,400 Software $0 $0 $0 $0 $1,500 TOTAL $813,136 $1,879,169 $1,717,737 $604,895 $625,594 C APITAL O UTLAY Capital Outlay - Vehicles $36,597 $30,000 $59,000 $0 $0 Capital Outlay - Furniture & Equipment $0 $0 $0 $2,000 $0 Capital Outlay - Software $0 $0 $0 $0 $0 Capital Outlay - Improvements $0 $50,000 $0 $0 $0 TOTAL CAPITAL OUTLAY $36,597 $80,000 $59,000 $2,000 $0 Transfer to VRF $0 $0 $0 $66,491 $60,996 Transfer to Debt Service $130,217 $135,000 $126,300 $115,843 $136,013 Transfer to CIP $0 $0 $0 $825,000 $170,790 TOTAL TRANSFERS $130,217 $135,000 $126,300 $1,007,334 $367,799 TOTAL EXPENDITURES $1,569,021 $2,779,815 $2,442,791 $2,207,284 $1,600,545 Operating Budgets The height of desert living. 111 Fountain Base Operating Budgets Department Division Budget Public Works Engineering $791,244 Facilities $580,957 Streets Administration $616,675 Vehicle Maintenance $147,780 Traffic Signals $195,843 Street Sweeping $119,696 Street Signs $91,670 Pavement Management $428,880 Total General Fund $1,372,201 Total Streets (HURF) Fund* $1,600,544 TOTAL OPERATING $2,972,745 The height of desert living. 112 Public Works Budget Highlights-Engineering (General Fund) $634,339 Salaries, Benefits & Taxes Salaries, benefits & taxes for Public Works Director, Engineering, and Stormwater staff-$634,339 $149,195 Services & Supplies ISA,APWA ASCE,STORM, memberships and publications-$2,490 Stormwater, LTAP training-$2,400 ASCE, LTAP STORM meetings-$1,525 Median Fountain and Tree Maintenance-$34,550 Vehicle maintenance, repair and fuel for 4 vehicles-$10,056 ADOT Bridge inspections and Dam Cleanup-$11,570 Electricity for medians and fountains-$16,500 Medians and Open Space irrigation-$54,500 Outside Engineering support-$7,000 Uniforms and safety supplies-$1,150 Office & Operating Supplies-$3,200 Business Cards and CAD scanning-$650 Cell Phone Service (4 employees)-$2,952 Levels, Paint and Small Tools-$650 $7,710 Transfers to Vehicle Replacement Fund The height of desert living. 113 Public Works Budget Highlights-Facilities (General Fund) $204,150 Salaries, Benefits & Taxes Salaries, benefits & taxes for Facilities Supervisor and Facilities staff -$204,150 $375,336 Services & Supplies Community Center Bldg Maintenance-$19,048 Town Hall Bldg Maintenance-$23,908 Library Bldg Maintenance-$26,668 Fire Station Maintenance-$15,273 Other (Kiwanis, Theater) Bldg Maintenance-$17,538 Kiwanis grass maintenance contract-$850 Electricity expense for all facilities-$205,535 Water/Sewer expense for all facilities-$38,210 Vehicle maintenance for 2 vehicles-$2,975 Office and operating supplies-1,800 Equipment Maintenance for buffers and custodial equip-$1,200 Cell Phone Service for 2 phones-$1,056 $1,471 Transfers to Vehicle Replacement Fund The height of desert living. 114 Public Works Budget Highlights-Streets (HURF Fund) $607,151 Salaries, Benefits & Taxes Salaries, benefits & taxes for Streets Superintendent and Streets staff-$607,151 $625,594 Services & Supplies Median Maintenance contracts-$168,695 Revegitation material for medians-$5,600 Electricity for street lighting, traffic signals-$37,000 Minor road repair, sweeper disposal fees-$42,380 Speed Humps-$10,000 Traffic Signal repair & maintenance-$62,974 Vehicle repair & maintenance-19,685 Fuel & Oil-$49,700 Street Sweeping-$23,100 Street Sign maintenance-$36,650 Liability Insurance-$108,000 Annual Audit fees-$9,000 HURF share of legal fees-$20,000 Cell phone service-$5,900 Water and Garbage services-$11,415 Dues, subscriptions, licenses, permits-$5,080 Office, operating supplies & tools-$10,415 $136,013 Transfers to Debt Service Fund $60,996 Transfer to Vehicle Replacement Fund $170,790 Transfer to Capital Improvement Fund The height of desert living. 115 The height of desert living. 116 Operating Budgets PLANNING & ZONING Director Building Safety Division Chief Building Official Building Permit Technicians Building Inspectors Plans Examiner Planning & Zoning Division Senior Planner Planner Environmental Planner CAD/GIS Division GIS/CAD Operator Code Enforcement Division Code Enforcement Officer Executive Assistant The height of desert living. 117 Planning and Zoning Mission Statement The Planning and Zoning Department is dedicated to enhancing the quality of life in Foun- tain Hills through innovative, proven planning techniques, and providing excellent cus- tomer service in a professional and timely manner. We also provide high quality construc- tion permitting, plan review and building inspection services in a way that is responsive and customer friendly. Department Description The Planning and Zoning Department implements planning related goals, policies and pro- grams as approved by the Town Council. The Department processes applications for changes of zoning, preliminary and final subdivision plats, variances from the requirements of the Zoning Ordinance, Temporary Use Permits, Special Use Permits, Concept Plans (site plans), signs and amendments to the General Plan and Area Specific Plans. We also proc- ess amendments to the Town’s regulations; the Zoning Ordinance, Subdivision Ordinance and Town Code. The Department maintains the Town’s Geographic Information System and, as resources allow, sponsors recycling events. Department staff supports the other Town departments with graphics products and technical drawings. Included in the Depart- ment is the Code Enforcement staff who are responsible for enforcing the Town’s land use regulations and many of the provisions of the Town Code. The Building Safety Division is a work unit in the Planning and Zoning Department. Building Safety employee’s process applications for permits to construct homes, commer- cial buildings, fences, swimming pools and other structures. The Division coordinates the review of plans for the structures it permits; and inspects construction of those permitted structures. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Plan Rev in 20 Days P & Z 98% 98% 98% Next Rev in 10 Days P & Z 98% 98% 98% 20 Inspections/ Day BS 98% 95% 90% Inspection w/in 24 -Hrs BS 98% 94% 90% Operating Budgets The height of desert living. 118 FY 2008-09 Department Accomplishments Approval of changes to the Town’s sign regulations and increasing business visibility Completion of 2008 edition of the Land Use Analysis and Statistical Report Approval of Concept Plan and Development Agreement for Fountain Hills Town Square, a 13 acre mixed use development featuring a movie theater in the down- town area Approval of changes to the Dark Sky regulations allowing the use of energy saving compact fluorescent light bulbs in outdoor application Coordination and management of the first Town household hazardous waste collec- tion/recycling event Coordination and management of the second and third electronics recycling events Approval of Planned Area Development Zoning District allowing flexibility and inno- vation in the development and re-development of complex building sites Approval of Concept plan and expedited permit review and inspection for the re- development of the Basha’s shopping center In cooperation with the County Recorder’s Office, the Department will digitally re- cord documents saving time and money Installation of GIS computer software at 40 work stations Completion of plans for alley paving project required for compliance with PM-10 mandate Adoption of simplified building permit fee schedule Code Enforcement completed almost 1,400 code violation investigations Discovery of unpermitted construction yielding $18,000 in additional permit fees FY 2009-10 Department Objectives Hold a minimum of two Open House forums to encourage citizen participation and input on major planning initiatives Encourage participation by the Fort McDowell Yavapai Nation in two projects and/or programs of mutual benefit Explore the feasibility of regulating development to maintain view corridors Encourage site designs that promote safe pedestrian access to the larger system of trails and sidewalks Ensure that the development of the former State Trust Land proceeds in a way which is most responsible and beneficial to the Town Explore the need for an Environmental Commission with responsibilities to develop new measures and support existing initiatives that improve the quality of our natu- ral environment Explore the possibility of issuing some types of building permits in one day Provide adequate training of Building Safety staff and the Town Council to meet the Insurance Service Organization (ISO) minimum requirements for maximum credit which would benefit Town businesses by keeping insurance cost low. Operating Budgets The height of desert living. 119 . PLANNING & ZONING FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Overtime $1,841 $8,268 $650 $0 $0 Wages and Salaries $863,062 $903,932 $872,000 $971,200 $764,823 Employer FICA Expense $12,656 $14,860 $12,250 $14,160 $11,101 Unemployment Insurance Expense $1,649 $1,100 $1,200 $1,170 $1,073 Employee's Health Insurance $108,740 $117,088 $140,000 $139,240 $79,219 Employee's Life Insurance $2,978 $3,790 $2,400 $3,280 $2,247 Employee's Dental Insurance $12,022 $13,570 $9,700 $10,320 $7,363 Employee Vision Insurance $1,564 $1,950 $1,440 $1,870 $1,786 Worker Compensation Insurance $12,778 $15,700 $7,800 $9,810 $3,959 Employee's Retirement Expense $93,899 $99,670 $94,000 $106,870 $84,175 Disability Insurance $3,688 $4,560 $4,150 $5,120 $3,506 TOTAL $1,114,877 $1,184,488 $1,145,590 $1,263,040 $959,252 Dues & Publications $5,717 $5,582 $3,706 $4,219 $5,150 Training/Continuing Education $9,788 $12,760 $10,305 $11,670 $11,678 Meetings & Conferences $9,014 $10,865 $8,874 $6,489 $4,000 Vehicle Repairs & Maintenance $410 $1,850 $2,110 $2,274 $3,129 Office Equipment Repairs & Maintenance $1,238 $400 $925 $1,750 $2,145 Recycling $0 $0 $0 $0 $10,764 Communications Expense $5,383 $5,000 $5,082 $3,840 $2,580 Gas & Oil Expense $9,040 $8,650 $4,400 $10,500 $8,100 Professional Fees $130,634 $45,717 $118,050 $83,150 $6,000 Printing $4,770 $5,150 $2,815 $2,525 $1,900 Advertising/Signage $2,306 $2,000 $1,850 $1,800 $1,050 Contractual Services $0 $0 $0 $0 $1,200 Office Supplies $7,964 $11,967 $7,736 $10,450 $10,000 Food & Bar Supplies $0 $0 $0 $0 $300 Program Materials $0 $0 $0 $0 $25,550 Uniforms $574 $865 $646 $1,375 $180 Postage & Delivery $0 $0 $0 $672 $0 Tools & Equipment $15 $250 $200 $250 $350 TOTAL $186,852 $111,056 $166,699 $140,964 $94,076 CAPITAL EXPENDITURES Capital Expenditures - Vehicles $27,748 $0 $51,948 $0 $0 TOTAL CAPITAL EXPENDITURES $27,748 $0 $51,948 $0 $0 Transfer to VRF $0 $0 $0 $17,334 $15,146 TOTAL $0 $0 $0 $17,334 $15,146 TOTAL EXPENDITURES $1,329,477 $1,295,544 $1,364,237 $1,421,338 $1,068,474 Operating Budgets The height of desert living. 120 Avenue of the Fountains Operating Budgets Department Division Budget Planning & Zoning Planning $344,340 Building Safety $411,528 Code Enforcement $177,511 Mapping & Graphics $135,096 TOTAL OPERATING $1,068,474 The height of desert living. 121 Budget Highlights-Planning & Zoning $287,612 Salaries, Benefits & Taxes Salaries, benefits & taxes for Planning Director and Planning staff- $287,612 $51,731 Services & Supplies APA, AICP, Environmental Dues-$3,520 Census related expenses-$25,000 Professional growth and environmental training-$1,500 ICSC, AZ/APA, AICP conferences-$3,070 Vehicle and equipment Maintenance -$677 Recycling expense-$10,764 Environmental Program materials-$3,000 Office supplies-$2,000 P & Z Notifications-$500 Printing-$1,550 Small tools-$150 $4,997 Transfers to Vehicle Replacement Fund Operating Budgets The height of desert living. 122 Budget Highlights-Building Safety $380,400 Salaries, Benefits & Taxes Salaries, benefits & taxes for Building Official and Building Inspec- tion and Permit staff-$380,400 $20,979 Services & Supplies Certification renewals, ICC, AZBO memberships-$1,480 AZBO conferences for all Building staff-$7,778 ICC Meetings-$200 Printer maintenance & supplies-$322 Vehicle maintenance, repair and fuel for 3 vehicles-$6,651 Cell phone service (3)-$1,548 Printing expense-$200 Office supplies-$2,600 Small tools-$200 $10,149 Transfers to Vehicle Replacement Fund The height of desert living. 123 Budget Highlights-Code Enforcement $170,425 Salaries, Benefits & Taxes Salaries, benefits & taxes for Code Enforcement staff-$170,425 $7,086 Services & Supplies CELA certification-$600 CELA membership-$150 CELA conferences-$300 Vehicle Maintenance for 2 vehicles-$1,224 Cell phone service (2)-$1,032 Fuel for 2 vehicles-$3,000 Business cards-$100 Office supplies-$500 Uniforms-$180 The height of desert living. 124 Budget Highlights-Mapping & Graphics $120,816 Salaries, Benefits & Taxes Salaries, benefits & taxes for Mapping & Graphics/GIS staff- $120,816 $14,280 Services & Supplies CAD training-$1,800 AGIC Conference-$430 Plotter maintenance-$1,500 GIS updates-$5,000 Final plat document scanning-$1,000 Printing-$50 Office supplies-$4,500 The height of desert living. 125 The height of desert living. 126 Operating Budgets PARKS & RECREATION Director Recreation Division Supervisor Recreation Coordinator Recreation Assistants Recreation Aide Recreation Intern Customer Service Representative Parks Division Supervisor Parks Lead Groundskeeper Executive Assistant The height of desert living. 127 Park and Recreation Mission Statement The mission of the Fountain Hills Parks and Recreation Department is to enhance the qual- ity of life by providing and maintaining safe, available, and accessible parks and recreation services that will meet the intellectual, social cultural, and leisure needs of all residents. Department Description The Parks and Recreation Department is responsible for providing safe and accessible rec- reation services for all age groups. Parks and Recreation services include senior programs, adult and youth sports, pre-school programs, cultural programs, teen services, outdoor programs, special events, special interest classes, adult education classes, and after school programs. The department also oversees a growing trails system. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Local youth org bookings 1315 1350 1350 School bookings 555 560 565 Program revenue- Special interest $14,760 $22,670 $22,500 Program revenue- Sports $50,790 $73,027 $77,420 Program revenue- community events $64,685 $76,375 $79,945 Program revenue- Youth & Teen $11,000 $15,875 $19,436 Operating Budgets The height of desert living. 128 FY 2008-09 Department Accomplishments Movies in the Park continued at Fountain Park as a result of financial support from several local businesses. Partnered with Ballet Arizona to present “Ballet Under the Stars” at Fountain Park for the third year. Partnered with Southwest German Club and other local organizations to return the "Oktoberfest" celebration to Fountain Park. Partnered with Fountain Hills Chamber of Commerce and the Fountain Hills Commu- nity Foundation to coordinate an expanded "St. Patrick's Day Celebration" at Foun- tain Park in March 2009. Net proceeds from the event benefited several local non- profit organizations and charities. Hosted the Lori Piestawa Native American Games along with Fort McDowell and the Fountain Hills Unified School District for the third year. Continued the positive relationship between the Town and the Fountain Hills School District to jointly utilize school facilities for various programs in return for the Dis- trict’s use of park facilities. Continued to provide expanded opportunities to utilize park facilities by the local youth sports organizations, which include Little League Baseball, Soccer Club, and Pop Warner Football and Cheerleadering. Successfully administered two grants associated with the Desert Vista Park Im- provements, closing out both in January 2009. Received two grants from the Arizona Commission on the Arts totaling $ FY 2009-10 Department Objectives Provide excellent customer service including information referral, quality programs, and easy registration Provide staff support to all events and activities scheduled at all town parks Work closely with Fountain Hills Unified School District to assist with scheduling and maintenance of facilities utilized by the Parks and Recreation Department Identify new recreation programs to be offered in 2010-2011 Make optimal use of trails and expand public access to parks and open space Maintain service level & functionality of parks Maintain and promote small town character by enhancing public/private collabora- tion to develop new events and improve existing events. Operating Budgets The height of desert living. 129 . Operating Budgets PARK & RECREATION FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Overtime $6,226 4,394 $5,000 $1,000 $0 Wages and Salaries $498,697 578,806 $639,900 $750,860 $713,843 Employer FICA Expense $14,608 15,510 $18,350 $19,710 $18,010 Unemployment Insurance Expense $1,683 1,360 $2,070 $2,370 $1,071 Employee's Health Insurance $50,038 79,440 $110,540 $66,670 $71,558 Employee's Life Insurance $1,419 1,880 $1,608 $1,890 $1,771 Employee's Dental Insurance $4,931 7,930 $5,095 $5,280 $5,209 Employee Vision Insurance $700 1,496 $1,538 $1,180 $743 Worker Compensation Insurance $18,522 24,229 $16,100 $17,550 $14,548 Employee's Retirement Expense $43,059 65,028 $57,250 $67,340 $64,934 Disability Insurance $1,709 21,268 $23,910 $3,190 $2,774 TOTAL $641,592 $801,342 $881,361 $937,040 $894,461 Licenses & Permits $569 $500 $800 $900 $1,195 Dues & Memberships $1,106 $3,300 $3,450 $2,915 $2,570 Training/Continuing Education $7,183 $100,282 $3,150 $5,725 $2,800 Conferences $5,983 $3,500 $650 $4,250 $3,300 Meetings $569 $500 $800 $1,750 $0 Building Repair & Maintenance $4,604 $4,600 $3,250 $48,490 $48,310 Field Preparation/Maintenance $91,516 $85,800 $100,650 $157,317 $93,117 Mowing/Landscape Maintenance $89,184 $162,030 $151,915 $173,906 $0 Equipment Repair & Maintenance $62,396 $44,700 $65,000 $32,700 $12,450 Vehicle Repair & Maintenance $0 $23,379 $5,000 $8,600 $9,834 Office Equip Repair & Maintenance $0 $0 $0 $0 $100 Electricity $141,561 $170,252 $161,450 $172,506 $180,812 Communications Expense $3,499 $2,500 $2,050 $8,695 $8,496 Water/Sewer/Trash $46,372 $42,060 $30,900 $50,500 $38,360 Gas & Oil $9,923 $9,923 $11,200 $10,400 $14,504 McDowell Mountain Preservation $434 $3,243 $1,400 $0 $0 Professional Fees $5,755 $47,000 $7,500 $27,300 $0 Rentals & Leases $7,402 $11,199 $8,000 $9,474 $6,250 Printing $4,949 $2,500 $862 $2,200 $1,050 Advertising $0 $92,857 $0 $2,650 $150 Contractual Services $0 $0 $0 $0 $216,450 Constituent Communications $27,146 $46,026 $50,000 $48,839 $24,850 Bank Charges $569 $500 $800 $2,050 $2,000 Office Supplies $9,046 $7,900 $7,600 $8,500 $5,950 Safety Supplies $0 $0 $0 $0 $660 Operating Supplies $0 $0 $0 $0 $18,319 Program Expenses $98,889 $98,626 $98,335 $112,845 $57,146 Uniforms $6,412 $8,416 $9,200 $7,136 $6,038 Tools/Shop Supplies $9,126 $7,900 $7,700 $6,200 $2,400 TOTAL $634,195 $979,493 $731,662 $905,848 $757,110 CAPITAL EXPENDITURES Capital Outlay-Vehicles $0 $47,200 $70,972 $0 $0 Capital Outlay - Equipment $0 $7,500 $0 $6,130 $0 Capital Outlay - Park Improvements $0 $0 $0 $0 $0 Capital Outlay - Park Improvements $190,308 $271,538 $0 $67,966 $0 TOTAL $190,308 $326,238 $70,972 $74,096 $0 Transfe rs $0 $1,669,050 $0 $0 $0 Transfer to VRF $0 $0 $0 $19,928 $17,453 Total $0 $1,669,050 $0 $19,928 $17,453 TOTAL EXPENDITURES $1,466,095 $3,776,123 $1,683,995 $1,936,912 $1,669,024 The height of desert living. 130 Golden Eagle Park Operating Budgets Department Division Budget Park & Recreation Recreation $663,529 Fountain Park $386,174 Golden Eagle Park $375,422 Desert Vista Park $105,280 Four Peaks Park $138,619 TOTAL OPERATING $1,669,024 The height of desert living. 131 Budget Highlights-Recreation $480,508 Salaries, Benefits & Taxes Salaries, benefits & taxes for Park & Recreation Director and Recrea- tion staff-$480,508 $180,619 Services & Supplies Community Events-$76,755 Special Interest Programs-$11,307 Sports Activities-$37,377 Youth & Teen Programs-$11,730 Printing/mailing “In the Loop” (3 issues)-$24,850 NPRA, APRA, Arts Council, Heritage Alliance memberships-$1,250 Staff training/continuing education-$1,500 APRA conference-$2,500 Vehicle and equipment maintenance-$550 Cell phone service (6) -$3,660 Printing forms-$750 Advertising-$150 Bank/Merchant account fees-$2,000 Office supplies-$4,240 Uniforms-$2,000 $2,402 Transfers to Vehicle Replacement Fund Operating Budgets The height of desert living. 132 Budget Highlights-Fountain Park $92,246 Salaries, Benefits & Taxes Salaries, benefits & taxes for park staff-$92,246 $291,861 Services & Supplies ADEQ, Pesticide licenses and permits-$535 APRA, NPRA Memberships & training-$595 Veterans Memorial, Splash Park maintenance-$14,600 Sod, seed, irrigation, soil prep -$31,142 Playground equipment maintenance-$1,200 Fountain maintenance-$9,800 Vehicle maintenance & fuel-$3,050 Electricity-$123,804 Cell phone service-$1,068 Water-$3,204 Lake testing, algae treatment-$18,000 Equipment rental, mowing, aerating, spraying-$80,862 Misc supplies & tools-$3,344 Uniforms-$657 $2,067 Transfers to Vehicle Replacement Fund The height of desert living. 133 Budget Highlights-Golden Eagle Park $195,414 Salaries, Benefits & Taxes Salaries, benefits & taxes for park staff-$195,414 $170,235 Services & Supplies ADEQ, Pesticide licenses and permits-$360 APRA, NPRA, AZ Tree Memberships & training-$2,180 Ball Field, Picnic area, Tennis Court maintenance-$25,800 Sod, seed, irrigation, soil prep, field maint -$40,425 Playground equipment maintenance-$1,200 Field marking equipment-$850 Vehicle maintenance & fuel-$16,924 Electricity-$35,204 Cell phone & DSL service-$2,664 Water-$9,716 Equipment rental, mowing, aerating, spraying-$25,243 Misc supplies & tools-$6,945 Uniforms-$2,724 $9,773 Transfers to Vehicle Replacement Fund The height of desert living. 134 Budget Highlights-Four Peaks Park $63,834 Salaries, Benefits & Taxes Salaries, benefits & taxes for park staff-$63,834 $71,574 Services & Supplies ADEQ, Pesticide licenses and permits-$195 APRA, NPRA Memberships & training-$450 Rest Area maintenance-$5,400 Ball field, basketball, tennis court maintenance-$13,150 Playground maintenance-$1,200 Vehicle maintenance & fuel-$3,104 Electricity-$14,004 Cell phone & DSL service-$1,104 Water-$22,320 Equipment rental, mowing, aerating, spraying-$7,590 Misc supplies & tools-$1,400 Uniforms-$657 $3,211 Transfers to Vehicle Replacement Fund The height of desert living. 135 Budget Highlights-Desert Vista Park $62,459 Salaries, Benefits & Taxes Salaries, benefits & taxes for park staff-$62,459 $42,821 Services & Supplies ADEQ, Pesticide licenses and permits-$300 Rest Area maintenance-$2,710 Sod, seed, irrigation, soil prep -$8,400 Dog Park supplies-$3,980 Pump station maintenance-$600 Vehicle maintenance & fuel-$810 Electricity-$7,800 Water-$3,120 Equipment rental, mowing, aerating, spraying-$14,291 Misc supplies & tools-$153 Uniforms-$657 $0 Transfers to Vehicle Replacement Fund The height of desert living. 136 Operating Budgets COMMUNITY CENTER Director Community Center Division Events Coordinator Operations Coordinator Event Rep/ Operations Support Operations Support Assistant Senior Services Division Supervisor Home Delivered Meals Coordinator Senior Services Activities Coordinator Senior Services Assistant Senior Aide Executive Assistant Receptionist The height of desert living. 137 Community Center Mission Statement Like the trademark fountain that stands at the heart of the community, so, too does the Community Center. Its mission is to enhance the quality of life for Fountain Hills' citizens by providing a gathering place for civic, non-profit and community events, promoting the arts, and developing a conference and convention trade. The Senior Activity Center helps seniors maintain their independence and improve the quality of their lives by providing a comprehensive and coordinated system of services and programs by collaborating with other agencies and organizations who provide support pro- grams and social services. Department Description The Fountain Hills Community Center provides meeting and event space for recreational, civic, educational, commercial, and private events that require seminar, banquet, and classroom or exhibit space. The facilities provide much needed space for public meetings and opportunities for group and individual rentals at affordable prices. The Center staff works attentively with clients and Town staff to ensure that all rooms and public areas are clean, properly set, and prepared for their users. License agreements en- sure that users comply with the policies and procedures as adopted by the Town. Senior Services Division reports to the Director of the Community Center and has the fol- lowing major programs: Home Delivered Meals, fitness and educational programs, com- munity and socialization activities, trips and outings and social services to include support groups and consultations. Both Senior Services and Senior-Net are housed in the Commu- nity Center building providing office space for each entity. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Number of events booked 4,252 4,052 3,852 Community Cen- ter revenue $213,470 $195,600 $177,192 Senior Member- ships 1,042 1,198 1,233 Meals Delivered 7,009 8,544 9,400 Operating Budgets The height of desert living. 138 FY 2008-09 Department Accomplishments Replaced carpet in the ballroom and hallway area. Installed automatic openers to restroom doors. Completed a survey of regular users. Added a fence to the back patio area to remain complaint with the AZ Liquor Laws. Installed new pieces of art work both inside and out of the Center in accordance with the Public Art Master Plan. Added a new outdoor kiosk so that postings and event information is easier for the public to access. Arranged program schedule to make better use of designated space for seniors. Added four new programs to activity schedule. Streamlined the Home Delivered Meals routs sheets, tracking and payment processing systems. Partnered with some local businesses to provide a 10% discount to Senior Mem- bers. Acquired van from Valley Metro for $1 - to be used for Senior trips and outings. Partnered with Fountain Hills Cultural & Civic Association and formed the Foun- tain Hills Public Forum - a joint effort to provide quality public speaking engage- ments on current topics of public interest. FY 2009-10 Department Objectives Provide excellent customer service including information referral, quality pro- grams, and timely booking process. Provide staff support to all events and activities scheduled. Work closely with local groups and non-profit organizations to bring more events to the Center. Identify new senior education, trips and programs. Help seniors maintain independence and adequate nutrition through the Home Delivered Meals Program. Develop stronger support groups and seek out qualified coordinators. Provide interesting and affordable day trips for seniors. Use dedicated rooms space and review/monitor program space needs. Provide information referral, quality programs, and help new residents and visi- tors establish a network of friends by providing opportunities for socialization. Operating Budgets The height of desert living. 139 C O MMUNITY C ENTER FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS Overtime $745 $1,590 $900 $1,500 $0 Wages and Salaries $329,422 $386,214 $351,470 $405,052 $376,346 Employer FICA Expense $13,423 $17,070 $16,950 $16,890 $12,815 Unemployment Insurance Expense $1,212 $1,094 $1,044 $1,116 $958 Employee's Health Insurance $25,842 $32,105 $30,305 $27,481 $31,160 Employee's Life Insurance $662 $823 $660 $694 $695 Employee's Dental Insurance $2,576 $3,007 $2,920 $3,232 $2,817 Employee Vision Insurance $318 $394 $385 $476 $491 Worker Compensation Insurance $6,259 $11,542 $3,890 $5,677 $2,489 Employee's Retirement Expense $20,611 $22,579 $24,500 $25,370 $25,999 Disability Insurance $973 $1,018 $1,050 $1,215 $1,089 TOTAL $402,043 $477,436 $434,074 $488,703 $454,857 License & Permits $0 $0 $0 $550 $335 Dues & Publications $1,086 $795 $450 $200 $0 Continuing Education $200 $1,375 $1,750 -$550 $0 Conferences $2,028 $3,950 $0 $1,175 $150 Meeting Expense $113 $650 $100 $0 $0 Building Repairs & Maintenance $13,590 $17,000 $15,250 $18,865 $0 Equipment Repair & Maintenance $0 $1,000 $0 $0 $2,000 Vehicle Repair & Maintenance $0 $0 $350 $250 $5,400 Office Equipment Repairs & Maintenance $1,370 $1,320 $1,425 $1,320 $2,640 Electricity Expense $40,962 $47,000 $46,073 $50,040 $0 Communications Expense $2,750 $2,900 $5,050 $3,740 $2,880 Water/Sewer/Trash $12,177 $13,700 $10,600 $14,000 $0 Gas & Oil $0 $0 $1,900 $1,920 $1,300 Professional Fees $344 $700 $1,990 $400 $1,540 Printing $991 $2,720 $500 $1,600 $1,400 Advertising/Signage $15,737 $20,350 $18,125 $14,000 $1,068 Contractural Services $4,519 $3,900 $0 $3,961 $75,114 Constituent Communications $0 $0 $0 $5,852 $4,000 Bank Charges $1,406 $2,140 $100 $3,000 $2,640 Community Events $0 $0 $0 $0 $0 Office Supplies $11,746 $12,450 $10,925 $8,190 $4,850 Operating Supplies $0 $0 $0 $0 $10,401 Bar Supplies $12,198 $14,000 $7,500 $7,200 $0 Program Materials $50,601 $21,710 $63,000 $87,607 $0 Uniforms $210 $900 $900 $895 $0 TOTAL $172,027 $168,560 $185,988 $224,215 $115,718 CAPITAL EXPENDITURES Capital Outlay-Vehicles $0 $0 $1,000 $0 $0 Capital Outlay - Equipment $0 $2,000 $0 $0 $0 Capital Outlay - Improvements $0 $0 $0 $40,000 $0 TOTAL $0 $2,000 $1,000 $40,000 $0 Transfer to Debt Service $387,000 $387,000 $387,000 $387,000 $387,000 Transfer to VRF $0 $0 $0 $5,025 $10,050 TOTAL $387,000 $387,000 $387,000 $392,025 $397,050 TOTAL EXPENDITURES $961,070 $1,034,996 $1,008,062 $1,144,943 $967,625 $0 Operating Budgets The height of desert living. 140 Community Center at night Operating Budgets Community Center Community Center Operations $697,447 Senior Services $270,177 TOTAL OPERATING $967,624 Department Division Budget The height of desert living. 141 Budget Highlights-Community Center $298,972 Salaries, Benefits & Taxes Salaries, benefits & taxes for Community Center Director and Center staff-$298,972 $11,475 Services & Supplies Notary fees and subscriptions-$335 Meeting supplies-$150 Audio equipment repair and maintenance-$2,000 Copier maintenance-$2,640 Cell phone service-$1,920 Piano tuning, music licensing-$540 Bank and Merchant account charges-$2,140 Office and operating supplies-$1,750 $387,000 Transfers to Debt Service Fund Operating Budgets The height of desert living. 142 Budget Highlights-Senior Services $155,884 Salaries, Benefits & Taxes Salaries, benefits & taxes for Senior Center Staff-$155,884 $104,243 Services & Supplies Membership and Free Activities-$2,692 Home Delivered Meals-$74,164 Senior Programs-$2,470 Community Events-$2,248 Senior Trips-$14,209 Cell phone service-$960 Marketing materials-$1,150 “In the Loop”-$4,000 Bank/Merchant services fees-$500 Office supplies, business cards -$1,850 $10,050 Transfers to Vehicle Replacement Fund The height of desert living. 143 The height of desert living. 144 Operating Budgets The height of desert living. 145 Law Enforcement Mission Statement The Maricopa County Sheriff's Office, in partnership with our citizens and contract cities, will enforce state laws, deter criminal activity, protect life and property, maintain order, and operate a safe, constitutional jail system. Through innovative leadership and dedication to providing quality services, the Sheriff's Office will maximize the use of its resources to provide the highest quality service, which will aid in improving the quality of life for the citizens of Fountain Hills. The Office is dedicated to providing a caring and supportive environment for our employ- ees because they are the backbone of the system. Department Description Law enforcement services are provided to our residents through contract services from the Maricopa County Sheriff’s Office (MCSO). The Sheriff’s Office enforces State and local laws as well as addressing “quality of life” is- sues, such as crime prevention, traffic safety, drug enforcement, sponsoring youth activi- ties and special events, addressing barking dogs, and promoting community involvement. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Crimes-Part I 665 554 493 Crimes-Part II revenue 549 638 585 Traffic Accidents 287 260 260 Thefts 174 211 211 Calls for Service 12,583 13,500 13,500 Operating Budgets The height of desert living. 146 FY 2008-09 Department Accomplishments Continued to decrease the number of juvenile crimes by increasing the number of juveniles contacted and identified for trespassing, criminal damage, and cur- few violations. Increased participation of the community in MCSO sponsored Block Watch Pro- grams by 25%. Implemented the Crime-Free Multi-Housing Program by providing training, awareness, and participation between MCSO and property owners residing within the community to help reduce crime in those areas. Continued to promote effective communication between the Town and Sheriff’s Office in addressing issues that need a cooperative answer. Increased traffic enforcement, education and awareness with higher visibility during peak traffic times to reduce traffic accidents and speeding complaints. Promoted public visibility, accessibility, and community relations through clearly marked cars and involvement of uniformed personnel at Town functions. Increased patrols in Town parks with the assistance of volunteer Posse. FY 2009-10 Department Objectives Support initiates which enhance public safety in our community Increase participation of the community in Sheriff’s Office sponsored Block Watch programs Increase participation of rental properties involved in Crime Free Multi-Housing Program by 10% Increase traffic enforcement, education, and awareness with high visibility pa- trolling during peak traffic times to promote safety and decrease the number of traffic complaints and vehicle accidents. Establish a program that aggressively implements inspections of semi trucks, heavy duty dump truck, and transports utilizing a certified truck inspector. Promote public visibility, accessibility and community relations through clearly marked cars and involvement of uniformed Sheriff’s Office personnel at Town functions. Continue to promote effective communication between the Town and Sheriff’s Office in addressing issues that need a cooperative answer. Continue to utilize the Sheriff’s posse whenever possible to enhance the effec- tiveness of the District 7 personnel in their duties that support the Town of Fountain Hills. Operating Budgets The height of desert living. 147 Operating Budgets LAW ENFO RC EMENT FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Wages $0 $0 $0 $0 $9,049 FICA $0 $0 $0 $0 $681 Unemployment Insurance $0 $0 $0 $0 $32 Employee's Health Insurance $0 $0 $0 $0 $0 Employee's Life Insurance $0 $0 $0 $0 $0 Employee's Dental Insurance $0 $0 $0 $0 $0 Employee's Eye Insurance $0 $0 $0 $0 $0 Worker's Compensation Insurance $0 $0 $0 $0 $23 Employee's Retirement Fund $0 $0 $0 $0 $0 Recruitment Costs $0 $0 $0 $0 $0 Disability Insurance $0 $0 $0 $0 $0 TOTAL $0 $0 $0 $0 $9,784 Jail/Prisoner Fees $47,884 $45,000 $58,500 $68,000 $96,000 Rabies/Animal Control $24,087 $32,000 $28,200 $28,200 $30,600 Sheriff's Contract $1,835,044 $2,188,572 $2,704,200 $2,742,877 $2,707,728 Office Supplies $0 $0 $0 $0 $765 TOTAL $1,907,015 $2,265,572 $2,790,900 $2,839,077 $2,835,093 CAPITAL EXPENDITURES Capital Outlay-Vehicles $0 $0 $0 $0 $0 Office Furniture & Equipment $0 $0 $0 $0 $0 Capital Outlay-Commun. $0 $0 $0 $0 $0 TO TAL C APITAL EXPENDITURES $0 $0 $0 $0 $0 TOTAL EXPENDITURES $1,907,015 $2,265,572 $2,790,900 $2,839,077 $2,844,877 The height of desert living. 148 St Patrick’s Celebration at Vets Memorial Operating Budgets Department Division Budget Law Enforcement Patrol $2,707,728 Incarceration $96,000 Animal Control $41,150 TOTAL OPERATING $2,844,878 The height of desert living. 149 Budget Highlights-Law Enforcement $9,785 Salaries, Benefits & Taxes Salaries, benefits & taxes for a portion of Customer Service Representative staff (Animal Licensing)-$9,785 $2,835,093 Services & Supplies Animal Control-$30,600 Prisoner Fees-$96,000 MCSO Contract-$2,707,728 Animal License supplies-$765 $0 Transfers to Vehicle Replacement Fund Operating Budgets The height of desert living. 150 Operating Budgets The height of desert living. 151 Fire and Emergency Mission Statement The mission of the Fire Department is to provide the residents, businesses, and visitors of Fountain Hills with the highest level of protection against loss of life and property. We up- hold the commitment through quality emergency services and a proactive emphasis on public education, code enforcement, hazard investigation, innovative life and safety aware- ness, and community service; while maintaining the highest level of professionalism in all aspects of rescue, emergency medical service, fire prevention and suppression and control the control of hazardous situations. Department Description Fire protection and emergency medical services are provided to the residents through a unique public/private sector combination of municipally owned equipment and facilities op- erated by contract personnel from Rural Metro Corporation. The Fire Department is responsible for prevention and suppression of structural and wild land fires within the town limits. The Fire Department also provides building safety inspec- tions and plan review for construction activity, enforces the Town Fire Sprinkler Ordinance, emergency medical services and transports, hazardous material mitigation, and takes the lead role in emergency response to natural disasters. In conjunction with its primary role, the Fire Department provides a wide range of auxiliary community services such as public education, youth-oriented explorer post, and a community CPR/AED certification program. The Fire Department currently staffs one pumper truck with paramedic capabilities, one ladder/pumper truck with paramedic capabilities and one Ladder Tender with paramedic capabilities. All three trucks carry extrication/rescue equipment. Performance Indicators Description FY 2007-08 Actual FY 2008-09 Est. Actual FY 2009-10 Proposed Emergency Re- sponse Time 3 min 54 sec 3 min 40 sec @80% 5 min @90% EMS Response Time 3 min 44 sec 3 min 35 sec @80% 5 min @90% Percent of calls EMS 61% 65% 65% Emergency Calls 1,666 1,866 1,800 Non-emergency Calls 1,363 828 900 Inspections/surveys 2,100 1,109 1,300 Operating Budgets The height of desert living. 152 FY 2008-09 Department Accomplishments Determined the location and design of fire station #2… pending Submitted FEMA Firefighters Grant for 800 megahertz radios…received $32,500 Submitted State Grant for extrication equipment…received $8,850.00 ADA Remodel of men's’ restroom/shower facility at station #1…pending Completed first phase of mountain(trail) rescue program policy Completed first phase, electronic infrastructure, in the council chamber as the Emergency Operations Center (EOC) Crisis Activated Response Effort (CARE) team activated and operational. FY 2009-10 Department Objectives Submit FEMA Firefighters Grant application for completion of the Town Emer- gency Operations Center (EOC). Transfer Fire Marshal data base to the MUNIS Permit and Code Enforcement system. Decrease response time to the SW area of Town by moving an ambulance to a temporary location Fry's Center. Start construction on Station #2 re-location project. Operating Budgets The height of desert living. 153 Operating Budgets FIRE DEPARTMENT FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed SALARIES & BENEFITS: Wages $0 $0 $0 $0 $0 FICA $0 $0 $0 $0 $0 Unemployment Insurance $0 $0 $0 $0 $0 Employee's Health Insurance $0 $0 $0 $0 $0 Employee's Life Insurance $0 $0 $0 $0 $0 Employee's Dental Insurance $0 $0 $0 $0 $0 Employee's Eye Insurance $0 $0 $0 $0 $0 Worker's Compensation Insurance $0 $0 $0 $0 $0 Employee's Retirement Fund $0 $0 $0 $0 $0 Recruitment Costs $0 $0 $0 $0 $0 Disability Insurance $0 $0 $0 $0 $0 TO TAL $0 $0 $0 $0 $0 Dues & Publications $941 $1,135 $2,000 $1,300 $1,600 Conferences $605 $500 $300 $500 $500 Building Repairs/Maintenance $0 $0 $0 $0 $0 Equipment Repair & Maintenance $0 $0 $11,200 $12,000 Vehicle Repairs & Maintenance $58,622 $38,000 $36,500 $36,500 $37,500 Telecommunications $0 $0 $0 $0 $600 Gas & Oil Expense $28,956 $26,255 $22,700 $29,800 $19,500 Professional Fees $0 $2,500 $5,000 $0 $0 Printing $123 $500 $320 $500 $500 Intergovernmental Agreements $5,000 $0 $0 $5,000 $1,800 Rural Metro Contract $2,602,692 $2,746,787 $2,884,126 $3,028,332 $2,852,368 Office Supplies $860 $1,500 $8,000 $1,500 $1,000 Safety Supplies $0 $0 $0 $0 $1,000 Small Tools & Equipment $14,589 $18,111 $10,000 $10,000 $16,500 TOTAL $2,712,388 $2,835,288 $2,968,946 $3,124,632 $2,944,868 CAPITAL EXPENDITURES Capital Outlay - Communication Equipment $0 $6,000 $13,500 $4,000 $0 TOTAL CAPITAL EXPENDITURES $0 $6,000 $13,500 $4,000 $0 Transfer to VRF $0 $0 $0 $112,276 $120,609 TOTAL $0 $0 $0 $112,276 $120,609 TOTAL EXPENDITURES $2,712,388 $2,841,288 $2,982,446 $3,240,908 $3,065,477 The height of desert living. 154 Mountain Rescue Operating Budgets Department Division Budget Fire & Emergency Medical Fire Administration $2,984,577 Fire Suppression $73,100 Building Inspection $7,800 TOTAL OPERATING $3,065,477 The height of desert living. 155 Budget Highlights-Fire $0 Salaries, Benefits & Taxes No Salaries or benefits $2,944,868 Services & Supplies Rural Metro Contract-$2,852,368 Dues & Subscriptions-$1,600 Meetings & Conferences-$500 Equipment Maintenance-$12,000 Vehicle Maintenance & Repair-$35,000 Fuel & Oil-$19,500 EOP Contract-$1,800 Tools & Equipment-$16,500 Office and operating supplies-$5,600 $120,609 Transfers to Vehicle Replacement Fund Operating Budgets The height of desert living. 156 Operating Budgets The height of desert living. 157 Performance Measures For the Fiscal 2009-10 Year The height of desert living. 158 Performance Measurement The use of performance measures in local government is being driven by increased citizen demands for government accountability, greater interest on the part of man- agers in performance related information to assist in program evaluation and re- source allocation decisions, and the efforts of various organizations and profes- sional associations to make governments more results-oriented. Performance measurement allows policy makers, managers, and citizens to evaluate the quality and effectiveness of government services. Performance measures include inputs (resources used), outputs (program activities), efficiency measures (ratio of inputs to outputs), and outcomes (the actual results of programs and services). The Town of Fountain Hills has traditionally prepared an Object-Class budget with some program goals attached. This year the Town is moving toward development of a Performance Based Budget. This process will be implemented over a number of years, beginning with the budget of FY 2009-2010. It is important to understand that performance-based budgeting is not simply the use of program performance information in developing a budget. Performance-based budgeting does more than just create resource allocation decisions that go into de- velopment of a traditional type of budget. In other words, it is not just "budgeting based on performance." Instead, it is the process by which a particular type of budget is developed -- a Performance Budget (or "program performance budget"). To design an effective system of performance-based budgeting, it is vital to under- stand exactly what the end product itself should be, what it should contain, and how it should look. A true Performance Budget is not simply an Object-Class budget with some program goals attached. It tells you much more than “for a given level of funding, a certain level of result is expected”. A real Performance Budget gives a meaningful indication of how the dollars are expected to turn into results. The most effective Performance Budget does this by showing, for each program area, how dollars fund day-to-day tasks and activities, how these activities are expected to generate certain outputs, and what outcomes should then be the result. A program Performance Budget can be distinguished from an Object-Class budget in a fundamental way. The Object-Class budget shows what each dollar will be spent on, (salaries, benefits, office supplies, travel, utilities, equipment, etc.) The Perform- ance Budget shows what each dollar will accomplish (process a grant application, in- spect a worksite, review a compliance activity, etc.) When our budget process is fully developed, every program will be able to show its budget in both formats -- with the "bottom line" dollar amounts being exactly the same for each. The overall purpose of the Performance Based Budget System is to establish a proc- ess to assist program managers in scheduling work and resources in order to effi- ciently and effectively carry out the Town’s Goals and Objectives contained in the The height of desert living. 159 Strategic Plan and prioritized by the Council during their budget retreat. This purpose is summarized in the following concepts: Integration of long-term planning and evaluation with the budget process by relating the Town’s work efforts to stated service levels aimed at ac- complishment of the Strategic Plan Goals and Objectives. Defining Town business in service level terms by use of performance meas- ures and program statements to describe planned accomplishments, which contribute to achieving the Strategic Plan’s Goals and Objectives. Recording the work hours, products and financial aspects of achieved ac- complishments. Measuring the efficiency and effectiveness achieved in accomplishing budg- eted objectives. The above concepts are interrelated. For example, under the Performance-Based Budget method, the Strategic Plan's Goals are directly related to specific Programs and Program Performance Statements. The Program Performance Statement provides answers to the following questions: What is the purpose of the program? How will this purpose be achieved? What key results are expected to be produced? The Service Delivery Plans describe the Activities which will be undertaken in an ef- fort to meet the Program goals. Finally, the performance of each Program is measured for quality, productivity and cost effectiveness. The following pages contain the Town of Fountain Hills performance measures, by program area, for fiscal year 2009-10. The height of desert living. 160 Town of Fountain Hills Department: Court Program: Administration Service Delivery Plan: Provide all constitutional and statutorily mandated judicial services. Activities: Pursuant to the Court’s jurisdictional authority Process criminal misdemeanor, civil traffic, criminal traffic offenses & specific juvenile offenses. Process civil & criminal violations of our Town Code & ordinances . Monitor post-disposition orders. Collect and account for fines, fees, bonds and restitution . Issue civil protection & injunctions against harassment. Issue arrest/search warrants and records subpoenas. Maintain & safeguard court records. Reply to public information & record requests. Comply with mandatory reporting responsibilities to the AZ Supreme Court & Maricopa County Superior Court. Process Fountain Hills Teen Court cases. Provide case activity reports to Town. Provide public education. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Productivity Public information & record requests replies N/A 100% 100% Mandatory reporting responsibilities N/A 100% 100% to the AZ Supreme Court & Maricopa County Superior Court compliance Cost Effectiveness: Number of personnel evaluations facilitated 5 5 FTE’s Judge .80 Court Administrator .40 Senior Court Clerk .50 Total 1.70 The height of desert living. 161 Town of Fountain Hills Department: Court Program: Post Adjudication Compliance Service Delivery Plan: Monitor and enforce Defendants’ compliance with court sentencing orders relation to fines and fees, jail time and program participation. Activities: Collect fines and fees. Jail compliance: Substance abuse. DV Program completion: Community Service compliance. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Percentage of cases referred to Collection (FARE) Tax Intercept N/A 5% 5% Percentage of compliance with sentenced jail time N/A 70% 80% Percentage of compliance with sentenced program N/A 65% 75% Percentage of compliance with community service obligation N/A 55% 65% Productivity Number of cases with program referrals per year N/A 200 200 Number of cases involving community service per year N/A 100 100 Cost Effectiveness: FTE’s Judge .10 Court Administrator .30 Senior Court Clerk .50 Court Clerk 1.00 Court Clerk .50 Total 2.40 The height of desert living. 162 Town of Fountain Hills Department: Court Program: Teen Court Service Delivery Plan: Provide a juvenile diversion program for first time/minor violation offenders, as well as an opportunity for area teens to participate in the juvenile justice process. Activities: Conduct Teen Court hearings. Provide Teen Court promotion, education and training. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Percentage of cases with consequences timely completed N/A 90% 95% Percentage of cases returned to formal process N/A 6% 3% Percentage of defendants returning to process (recidivism) N/A 6% 3% Productivity Number of cases heard N/A 40 60 Number of youth participants N/A 75 100 Cost Effectiveness: FTE’s Judge .10 Court Administrator .30 Court Clerk .50 Total .90 The height of desert living. 163 Town of Fountain Hills Department: Town Manager Program: Administration Service Delivery Plan: Provide leadership to ensure a high quality of life for the citizens of Fountain Hills by utilizing town resources to the greatest extent possible and offering superior service. Activities: Make dedicated efforts to achieve Council goals for FY 2009-10. Accomplish directives assigned by the Town Council. Ensure appropriate use of FY 2009-10 budget allocation. Provide leadership and direction to staff. Maintain accreditation as an ICMA credentialed manager. Build relationships with citizens and organizations in Fountain Hills. Build intergovernmental relationships. Oversee contracted community services and facilitate Council and Staff workshops. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: eFountain customer service effectiveness rated superior or good N/A 83% 90% eFoutain response time rated superior or good N/A 83% 90% eFountain courtesy rated superior or good N/A 83% 90% eFountain customer expectations met rated superior or good N/A 77% 90% Productivity: Number of eFountain service requests N/A 177 531 Cost Effectiveness: FTE’s Town Manager 0.95 Executive Assistant 0.70 Total 1.65 The height of desert living. 164 Town of Fountain Hills Department: Town Manager Program: Strategic Planning Service Delivery Plan: Working in conjunction with the Strategic Planning Advisory Commission (SPAC), propose an update to Strategic Plan that reflects the desires of the citizenry, taking into account community needs and economic, demographic, and cultural conditions in Fountain Hills. Activities: Develop a proposed update to the Strategic Plan and present to the Town council for adoption. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Strategic Plan update prepared on time N/A By March 31, 2010 Strategic Plan update prepared within budget N/A <$20,000 Strategic Plan update by Town Council N/A By April 15, 2010 Productivity: Citizen feedback utilized information of the Strategic Plan update N/A Public meeting(s) & Surveys Accomplish Strategic Plan update activities and timeline Cost Effectiveness: FTE’s Town Manager .05 Executive Assistant .05 Total .10 The height of desert living. 165 Town of Fountain Hills Department: Town Clerk Program: Administration Service Delivery Plan: Serve both internal and external customers in an impartial, confidential, efficient, trustworthy and friendly manner by responding to requests for retrieval of information and coordination of Council meetings to ensure compliance with State law. Activities: Monitor budget expenditures and process the daily business of the Town. Interact and respond to requests from elected officials, staff and the public. Review and sign various licenses and checks; perform the duties of the Town’s filing agent for claims, legal documents, as well as the Council’s annual Financial Disclosure Statement and coordination and receipt of agenda items between the legal department and staff. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Expenditures within budget N/A 100% 100% Requests responded to same day N/A 100% 100% Various licenses reviewed and signed same day N/A 100% 100% Financial Disclosure Statements received by filing deadline N/A 100% 100% Productivity: Number of legal requests tracked N/A 77 85 Number of notary services provided N/A 41 45 Number of Financial Disclosure Statements N/A 9 11 Cost Effectiveness: FTE’s Town Clerk .30 Total .30 The height of desert living. 166 Town of Fountain Hills Department: Town Clerk Program: Elections Service Delivery Plan: Conduct municipal elections and all related activities in the most efficient and effective manner, and in full compliance with all applicable statutes, which include voter assistance and education; political committee assistance with campaign finance and election laws. Please note: Statistics and numbers will vary significantly in non -election years. Activities: Coordinate activities and paperwork with Maricopa County Elections, the Town Attorney, staff and vendors as required by state law; including processing related invoices for payment. Prepare press releases and coordinate distribution of election information through the Community Affairs/Media Relations Administrator. Accept candidate nomination and political committee filings and monitor receipt of campaign finance reports. Serve as the Town’s election official and provide results on Election Day. Prepare the resolutions to canvas election results and submit for Council approval. Maintain election documents according to the record retention schedule. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Voter turnout (average of municipal elections held) N/A N/A 31% Election canvasses completed within statutory requirements N/A N/A 100% Candidate nomination papers processed correctly N/A N/A 100% Candidate and political committee campaign finance reports filed by deadlines N/A N/A 100% Candidate and political committee campaign finance reports posted on the Town’s website N/A N/A 100% Productivity: Number of municipal elections held N/A 0 3 Number of Initiative/Referendum petitions filed and certified within statutory requirements N/A 0/1 0/0 Number of Registered Voters at close of registration N/A N/A 16,539 Number of Early Voters processed at Town Hall N/A N/A 550 Number of Council Candidate packets distributed and processed N/A N/A 15/8 Number of Political Committee packets distributed and processed N/A N/A 8/8 Cost Effectiveness: FTE’s Town Clerk .20 Total .20 The height of desert living. 167 Town of Fountain Hills Department: Town Clerk Program: Legislation Service Delivery Plan: Provide support to the Mayor and Council and aid in the delivery of effective and transparent government by providing staff support for all Council meetings; taking notes and preparation of official meeting minutes; publication or recording of documents as required by state law in support of Council actions. Ensure compliance with applicable statutes, policies, or guidelines as pertains to responsibilities. Activities: Prepare and post public notices for all Council reoccurring and non-official events according to statutory requirements. Coordinate and prepare the agendas and electronic agenda packet for official Council meetings according to statutory requirements. Prepare and/or review Council meeting minutes to be submitted for Council approval. Process approved meeting minutes, resolutions, ordinances, contracts, IGA’s and other legal documents as necessary. Coordinate the web posting of approved minutes and official action of the Council according to statutory requirement. Coordinate the Board and Commission appointment process with support staff (nine boards and commissions). Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Financial Disclosure Statements filed within statutory requirement N/A 100% 100% Agendas posted within the statutory requirement N/A 100% 100% Approved Council meeting minutes posted on the Town’s website within the statutory requirement N/A 100% 100% Productivity: Number of agendas/packets prepared N/A 30 35 Number of agenda items N/A 186 190 Number of meeting minutes placed on web within 2 business days after approval N/A 30 35 Number of meetings for which minutes are prepared N/A 30 35 Number of Executive Sessions for which minutes are prepared 11E 18 13 Number of contracts/IGA’s processed N/A 14/5 12/5 Number of Resolutions/ordinances processed N/A 30/11 31/12 Number of Town Code amendments codified N/A 2 2 Number of Board and Commission appointments N/A 25 24 Cost Effectiveness: FTE’s Town Clerk .30 Total .30 The height of desert living. 168 Town of Fountain Hills Department: Town Clerk Program: Records Service Delivery Plan: Maintain all documents necessary for the effective administration and operation of the municipal government. Activities: Coordinate with support staff the retention and destruction of records according to state law. Submit destruction certificates to the Records Management Division of the Arizona State Library, Archives and Public Records. Scan and coordinate the posting of Resolutions, Ordinances, and Proclamations on the Town’s website. Coordinate requests for public records in a timely manner as per state law. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Public Record request responded to within statutory requirements N/A 100% 100% Resolutions placed on the Town’s website with 3 business days of approval 9C N/A 100% Ordinances placed on the Town’s website within 3 business days of approval 9C N/A 100% Proclamations placed on the Town’s website within 3 business days of approval 9C N/A 100% Productivity: Number of Resolutions placed on the web 9C N/A 25 Number of Ordinances placed on the web 9C N/A 10 Number of Proclamations placed on the web 9C N/A 5 Number of Record/Destruction certificates processed N/A 15 12 Number of Public Record requests processed N/A 148 180 Cost Effectiveness: FTE’s Town Clerk .20 Total .20 The height of desert living. 169 Town of Fountain Hills Department: Human Resources Program: Administration Service Delivery Plan: Provide employees with an optimal work environment for obtaining sustained high productivity, continuous improvement, organizational renewal and exceptional customer service. Sustain an environment that supports the efforts of all employees to realize to the extent possible, their professional potential. Provide opportunities for personal enrichment and promote individual well-being. Provide a workplace free from any form of harassment, intimidation, or unlawful discrimination. Establish and maintain a work environment that promotes mutually respectful interactions between supervisor and the person supervised, and among employees. Activities: Development and implantation of policies and procedures. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Turnover N/A 3% 2% Productivity: Number of grievances filed N/A 0 0 Cost Effectiveness: FTE’s HR Administrator/Risk Mgr .50 Total .50 The height of desert living. 170 Town of Fountain Hills Department: Human Resources Program: Payroll Service Delivery Plan: Provide Town employees with accurate and timely paychecks. Maintain compensation compliance. Activities: Process 26 payrolls annually. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Number of voided checks processed due to errors N/A 1 0 Productivity: Number of payrolls processed annually N/A 26 26 Cost Effectiveness: FTE’s HR Administrator/Risk Manager .05 Total .05 The height of desert living. 171 Town of Fountain Hills Department: Human Resources Program: Recruitment Service Delivery Plan: Recruit and select applicants with excellent qualifications using effective and efficient application and selection tools. Activities: Keep job descriptions up-to-date. Place ads where they will be most visible and cost effective. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Voluntary Terminations N/A 10 5 Involuntary Terminations N/A 2 1 Productivity: Average Time to fill Regular job openings N/A 8 wks 6 wks Cost Effectiveness: FTE’s HR/Administrator/Risk Manager .10 Total .10 The height of desert living. 172 Town of Fountain Hills Department: Human Resources Program: Risk Management Service Delivery Plan: Provide a safe work environment for all employees. Activities: Safety training provided on a regular basis throughout the year. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Number of worker’s comp claims managed with no time lost from work N/A 3 2 Assist to maintain Town of Fountain Hills Experience Modifier (EMOD) of 1.0 or less N/A 100% 100% Productivity: Number of worker’s compensation claims filed annually N/A 7 5 EEOC Claims filed annually N/A 0 0 Cost Effectiveness: FTE’s HR Administrator/Risk Manager .30 Total .30 The height of desert living. 173 Town of Fountain Hills Department: Human Resources Program: Volunteers Service Delivery Plan: Provide the Town with savings in personnel cost and services to the entire community by trained, informed volunteers. Increase the quality of life for residents and staff working together. Activities: Quarterly volunteer coffees with guest speaker Make a Difference Day Holiday Celebration at the Community Center Annual Volunteer Reception Volunteer Placements throughout Town Monthly volunteer newsletter Expanded volunteer services to seniors Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Monies Saved Town by volunteers $200,000 $250,000 Volunteer Satisfaction w/placement 95% 98% Volunteer orientation training 40x year 1x month Productivity: Number of volunteers 500 600 Number of volunteer opportunities/positions 300 500 Cost Effectiveness: FTE’s Volunteer Coordinator .75 Total .75 The height of desert living. 174 Town of Fountain Hills Department: Finance Program: Accounting Service Delivery Plan: Provide the Town with efficient and cost effective accounts receivable and general ledger and banking support services. Provide prompt and efficient payment of Town’s liabilities each month. Activities: Process cash receipts journals daily. Reconcile bank accounts monthly. Process journal entries for all transactions not processed through cash receipts as they occur. Bill accounts receivable as activities occur. Reconcile vendor statements with requisition, purchase order and invoice. Process accounts payable twice monthly. Maintain vendor files, including 1099 reporting. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of correcting journal entries on cash receipts N/A 5 2 Number of corrected account receivable invoices N/A 2 0 Number of voided checks N/A 11 9 Productivity Number of cash receipts batches processed annually N/A 260 208 Number of bank reconciliations annually N/A 84 84 Number of journal entries processed annually N/A 128 144 Number of accounts receivable invoices processed annually N/A 75 90 Number of accounts payable checks prepared N/A 2,500 2,450 Number of invoices processed N/A 4,000 3,850 Number of check runs N/A 38 38 Cost Effectiveness: FTE’s Finance Director .10 Accounting Supervisor .30 Accounting Clerk –A/P .30 Accounting Clerk – A/R .40 Total 1.10 The height of desert living. 175 Town of Fountain Hills Department: Finance Program: Audit Service Delivery Plan: Staff select, coordinate, and prepare worksheets for the town’s external financial and sales tax auditors. The financial auditor reviews the town’s financial statements and issues an opinion on the accuracy of the town’s statements. Staff also ensures that the external auditor is independent, meaning no conflicts of interest exist that interferes with the auditor’s ability to issue an opinion on the town’s financial statements. The sales tax auditor reviews local sales tax receipts to ensure that all taxes that are owed to the town are paid. Activities: Solicit and coordinate annual financial audit, including issuing Requests for Quotations (RFQ’s) and monitoring contracts. Solicit and coordinate annual sales tax audit plan, including issuing Requests for Quotations (RFQ’s) monitoring contracts, analyzing sales tax and monitoring legislation, etc. Canvas all residential rentals for revenue leakage. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Financial statements opinion Unqualified Unqualified Auditor findings 0 0 GFOA Awards 16 17 Cost Recovery Factor 89% 90% Productivity Sales tax assessments N/A $100,000 $100,000 Collections from assessments N/A $80,000 $90,000 Audit Worksheets prepared N/A 4 15 Cost Effectiveness: FTE’s Director 0.10 Supervisor 0.05 Clerk – A/R 0.05 Total 0.20 The height of desert living. 176 Town of Fountain Hills Department: Finance Program: Administration Activities: Prepare estimates of future revenues and expenditures. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Revenue versus forecast N/A 93% 95% Public meetings on finances N/A 6 6 Town’s bond rating N/A Aa3 Aa3 Productivity: Number of funds 17 23 Finance reports to council 4 4 Cost Effectiveness: FTE’s Director .20 Supervisor .10 Total .30 The height of desert living. 177 Town of Fountain Hills Department: Finance Program: Budget Service Delivery Plan: Prepare revenue estimates, coordinates budget preparation, communicates Council goals objectives and priorities, compiles budget data, conducts Budget Committee meetings, presents budget to Council and at Public Meetings, insures the accuracy of data, and compiles the tentative and final budget documents. Activities: Prepare estimates of future revenues and expenditures. Coordinates budget preparation Conducts Budget Committee Meetings Presents budget to Council Compiles budget document for publication Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: GFOA Budget Presentation Awards 6 7 Revenue versus forecast % 91% 95% Productivity Document size 242 pages 328 pages Annual/Biannual annual annual Size of Town Budget $28.2M $35.4M Budget meetings held with department 6 6 Public meetings on budget 6 6 Number of funds 10 17 Cost Effectiveness: FTE’s Director .20 Supervisor .40 Clerk A/R .05 Total .65 The height of desert living. 178 Town of Fountain Hills Department: Finance Program: Customer Service Service Delivery Plan: Be the first point of contact for citizens visiting Town Hall. Ensure excellent customer service through fast and accurate processing of Town licenses. Greet all Town visitors. Coordinate general inquires from CRM program and answer telephone calls to Town Hall. Activities: Answer telephone calls. Process dog licenses. Process CRM requests. Process all checks into POS program. Process request for public records. Audit postage machine usage. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Daily cash discrepancies 5 4 Productivity Number of walk in visitors per day 35 42 Number of dog licenses issued 3364 3400 Annual outgoing mail $ volume $14,918 $15,718 Cost Effectiveness: FTE’s Supervisor .05 Customer Service Representative .30 Total .35 The height of desert living. 179 Town of Fountain Hills Department: Finance Program: Licensing Service Delivery Plan: Provide residents and businesses with the highest quality of business licensing service delivered with a sense of timeliness, integrity and accuracy. Activities: Process all new business license applications, and renewals of business licenses. Process all alarm licenses. Process all peddler/solicitor licenses. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of business days to process: New business license N/A 10 10 Renewal business license N/A 10 10 Alarm license N/A 15 15 Peddler/Solicitor license N/A 10 10 Productivity Number of licenses processed annually N/A 2375 2380 New licenses N/A 542 547 Renewal licenses N/A 1783 1783 Other N/A 50 50 Cost Effectiveness: FTE’s Director .05 Clerk-B/L .35 Customer Service Representative .20 Total .60 The height of desert living. 180 Town of Fountain Hills Department: Finance Program: Purchasing Service Delivery Plan: Processing purchase requisitions and converting to Purchase Orders, ensuring Town purchasing policies are adhered to. Activities: Convert requisitions to Purchase Orders Maintain vendors Maintain contracts Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of voided checks NA 110 20 Productivity Number of vendors 863 890 Number of contracts 66 75 A/P checks issued 2,099 2,125 Cost Effectiveness: FTE’s Director .05 Supervisor .05 Clerk A/P .20 Total .30 The height of desert living. 181 Town of Fountain Hills Department: Finance Program: Special Events Service Delivery Plan: Plan, coordinate and implement all Town special events, ensuring adequate resources for safety of the public and successful programs. Activities: Coordinate meetings with all departments to ensure public safety. Communicate with event sponsors to ensure adequate resources . Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of applications processed in a timely 100% 100% manner Special event reports, memos, and calendar for town council approval prepared & submitted 100% 100% Special event applications and documentation maintained and tracked 100% 100% Phone, mail and in person inquiries followed up on 100% 100% Productivity Number of special events 14 16 Number of special event committee meetings 6 7 Cost Effectiveness: FTE’s Supervisor .05 Clerk-B/L .15 Total .20 The height of desert living. 182 Town of Fountain Hills Department: Information Technology Program: Communications Service Delivery Plan: Provide staff with cost effective communication tools. Activities: Provide Internet service Provide wireless communications. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Uptime of internet connection N/A 100% 100% Productivity: Number of office telephones N/A 115 115 Number of supported wireless devices N/A 51 51 Cost Effectiveness: FTE’s IT Coordinator .05 Total .05 The height of desert living. 183 Town of Fountain Hills Department: Information Technology Program: I/T Hardware and Infrastructure Service Delivery Plan: Provide cost effective and reliable technology to staff to ensure service levels are met. Activities: Hardware installation and maintenance Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Computer Network Uptime N/A 100% 100% Telephone Network Uptime N/A 100% 100% Productivity: Number of network devices (switches/routers) N/A 8 8 Number of servers N/A 24 25 Number of workstations N/A 89 89 Cost Effectiveness: FTE’s IT Coordinator .10 IT Intern .05 Total .15 The height of desert living. 184 Town of Fountain Hills Department: Information Technology Program: I/T Support Service Delivery Plan: Provide Town staff with cost effective and modern technology to accomplish the functions of their departments while achieving the Town’s strategic objectives. Activities: Help Desk service provided to Town personnel Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours N/A 99.9% 100% Productivity: Number of staff members supported N/A 98 98 Number of work requests N/A 1200 1500 Cost Effectiveness: FTE’s IT Coordinator .25 IT Intern .45 Total .68 The height of desert living. 185 Town of Fountain Hills Department: Information Technology Program: Training Service Delivery Plan: Provide staff with tailored software training to achieve proficiencies using Town owned applications. Activities: In-house training provided to Town personnel Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Staff survey satisfactory rating or better 100% 100% Productivity: Number of training offered N/A 9 12 Number of staff attendees N/A 90 120 Cost Effectiveness: FTE’s IT Coordinator .05 IT Intern .03 Total .08 The height of desert living. 186 Town of Fountain Hills Department: Information Technology Program: Video Services Service Delivery Plan: Produce Council meeting videos for replay on Channel 11 and webcast. Activities: Video productions provided for Town Council Meetings Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Videos available within 24 hours N/A 100% 100% Productivity: Number of meetings recorded on Channel 11 N/A 28 26 Number of meetings streamed on internet N/A 28 26 Number of special projects N/A 1 2 Cost Effectiveness: FTE’s IT Coordinator .05 Total .05 The height of desert living. 187 Town of Fountain Hills Department: Administration Department Program: Economic Development Service Delivery Plan: Enhance the Town’s economic base through business attraction, business retention, and business vitality activities. Activities: Develop and implement an available site and building database in order to quickly and effectively respond to inquiries and increase fecctiveneeseffectiveness in business attraction/ business retention efforts. Initiate a system to track contacts and projects with the ability to interrelate contacts, projects and timeframes, and establish baseline data in order to evaluate effectiveness of outr each efforts on an annual basis. Business Attraction: Evaluate the business attraction program. Business Attraction: Develop a strategy to encourage businesses to locate within the Town. Business Attraction: Develop informational pieces which target appropriate business sectors. Business Retention: Evaluate the business visitation (retention) program. Business Retention: Enhance the existing business visitation (retention) program to include expanded and targeted outreach to the existing business base. Work with Town Center to develop and facilitate networking opportunities, business vitality, marketing and promotional opportunities using the Main Street four-point approach Develop contacts and strong, positive working relationships with Ft. McDowell, the Chamber, and other business groups in order to work together towards mutually beneficial goals . Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Productivity: Outreach/ meetings with Fort McDowell 2x per year Town Center organization activities (i.e. meetings, events, 12x per year networking opportunities Business visitation (retention) program - business visits 25 businesses Business attraction efforts- retail, office, advanced business Services, high tech 2 outreach strategies 50 business contacts Cost Effectiveness: FTE’s Economic Development Administrator 1.00 Executive Assistant .05 Total 1.50 The height of desert living. 188 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Administration Service Delivery Plan: Provide oversight of the Community Affairs and Media Relations Division. Supervise staff and monitor the budget. Activities: Supervise and evaluate staff. Oversee Town-wide printing contract. Research cost effective solutions for Media. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of errors in ColorPress contract 0 0 Productivity Number of performance evaluations completed 1 1 Cost Effectiveness: FTE’s Community Affairs/Media Relations .10 Administration Assistant .10 Total .20 The height of desert living. 189 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Channel 11 Service Delivery Plan: Gather various productions from other municipalities to improve our cable channel in an effort to improve communications with residents and provide an improved quality of life. Activities: Plan and line up each program. Create slides. Meet with other municipalities to exchange ideas. Participate in the AzGAM (Arizona Government Access Managers). Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of errors on slides 25 20 Productivity Number of productions created at FHUSD 0 0 Number of channel 11 slides created 25 20 Cost Effectiveness: FTE’s Community Affairs/Media Relations .20 Administrative Assistant .10 Total .30 The height of desert living. 190 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Constituent Communications Service Delivery Plan: Provide information to create public awareness of Town events. Activities: Maintain eight Town kiosks stocked with information. Keep holders on hand and visit kiosks twice a week. Publish AveNEWs, edit In the Loop and Senior Scene. Handle constituent calls and emails. Develop new resident outreach packets. Protect Town branding policy and ensure its implementation by continued and proper use of the Town seal in all Town activities, products and/or publications. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of errors on kiosk flyers 12 10 Productivity Number of AveNews produced annually 22 17 Number of In the Loop issues annually 3 2 Cost Effectiveness: FTE’s Community Affairs/Media Relations Administrator .10 Total .10 The height of desert living. 191 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Intergovernmental Relations Service Delivery Plan: Reach out to political leaders and geographical neighbors to continue to grow relationships in the best interest of the Town. Activities: Monitor bills when legislature is in session. Lobby on behalf of the town at the state legislature. Work hand-in hand with the Arizona League of Cities to protect Town funding and mandates. Build relationship with the Fountain Hills Unified School District and the Town continuing to include the Fort McDowell Nation on all Town activities. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of errors in legislative updates 25 20 Productivity Number of meetings with league legislators 7 7 Number of meetings with FHUSD 3 2 Cost Effectiveness: FTE’s Community Affairs/Media Relations Administrator .20 Total .20 The height of desert living. 192 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Marketing Service Delivery Plan: Provide a clear, concise, and coherent marketing for numerous programs within each of the Town’s seven divisions. Activities: Utilize press releases, posters/flyers, Channel 11, website, AveNEWS, and any other opportunities that may present themselves. Partner with the Visitor’s Bureau on the nature of the program and its specific goals. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of violations of public notice law 0 0 Productivity Number of updates to web 800 600 Cost Effectiveness: FTE’s Community Affairs/Media Relations Administrator .20 Administrative Assistant .20 Total .40 The height of desert living. 193 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Media Relations Service Delivery Plan: Develop relationships with the media and send out press releases to keep them apprised of our activities. Activities: Build Contact List. Provide media outreach for Rural-Metro Fire Department. Answer all inquires and remain on-call at all times. Serve as Town spokeswoman. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of errors in press releases 30 20 Productivity Number of press releases issued 40 35 Number of media contacts 20 25 Cost Effectiveness: FTE’s Com Affairs/Media Relations .10 Total .20 The height of desert living. 194 Town of Fountain Hills Department: Community Affairs and Media Relations Program: Website Service Delivery Plan: Utilize web as the main way to reach out to the public and make government more transparent. Activities: Provide daily updates for each department. Place AveNews, Senior Scene and In the Loop online. Place RSS feeds; press releases; events; agendas; packets and meetings for all councils, commissions and boards; public notices; and request for bid proposals on the website. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of violations of public notice law 0 0 Productivity Number of updates to web 800 600 Cost Effectiveness: FTE’s Community Affairs/Media Relations Administrator .10 Total .10 The height of desert living. 195 Town of Fountain Hills Department: Public Works Program: Administration Service Delivery Plan: Efficiently and effectively provide the best possible customer service to our residents. Activities: Respond to residents at front counter. Investigate all concerns that pertain to Public Works. Return phone messages and emails in a timely manner. Attend all department meetings both internal and external. Attend all Council and P&Z meetings that are applicable. Address personnel issues and concerns efficiently and effectively and to provide Public Works updates on a regular basis. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Issues resolved concerning drainage concerns efficiently N/A 35 30 Number of complaints resolved N/A 70 70 Number of traffic issues resolved N/A 30 25 Number of Public Works meetings N/A 12 12 Productivity Average days to respond to resident concerns N/A 2 1 Number of phone calls N/A 390 350 Number of Public Works updates provided N/A 52 52 Council and P&Z meetings attended N/A 22 22 Cost Effectiveness: FTE’s Director .35 Executive Assistant .40 Town Engineer .15 Open Space Specialist .10 Civil Engineer .20 Civil Engineer .10 Engineering Inspector .10 Planner-Environmental .05 Total 1.45 The height of desert living. 196 Town of Fountain Hills Department: Public Works Program: Capital Improvement Projects Service Delivery Plan: Process projects that enhance the quality of life for our residents and business community . Activities: Conduct paving projects to provide safer streets; sidewalks to enhance pedestrian safety. Provide pavement maintenance to extend the life of our streets. Manage drainage projects to provide safe access and travel. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Passing inspection 1st time #3 0 4 Approval of outside agency on first review N/A 2 4 Productivity Project designed on schedule N/A 1 3 Passing inspections on schedule N/A 0 3 Number of complaints N/A 0 6 Projects within budget N/A 1 3 Cost Effectiveness: FTE’s Director .20 Executive Assistant .10 Town Engineer .25 Civil Engineer .80 Civil Engineer .20 Engineering Inspector .35 Total 1.90 The height of desert living. 197 Town of Fountain Hills Department: Public Works Program: Engineering - Permits Service Delivery Plan: Efficiently process various permits for right-of-way, utility companies, and developers with quality construction that is acceptable to town standards or equal. Activities: Accept applications for work on town property. Review with engineering and other town departments. Establish bonds or letter of credit as needed by project size. Issue permits to utility or developer. Inspect as calls are received or daily visitations. Maintain daily log on all permits. Perform final inspection, set date for one year warranty , and reduce bonds to 10%. One year warranty inspection and release bonds (if issued). Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of passing inspections N/A 130 100 Average days for completion N/A 10 8 Productivity Right-of-way permits N/A 319 300 Driveway inspections for Building Safety N/A 20 10 Number of easements released or acquired N/A 35 30 Cost Effectiveness: FTE’s Director .05 Executive Assistant .25 Town Engineer .30 Civil Engineer .25 Engineering Inspector .35 Total 1.20 The height of desert living. 198 Town of Fountain Hills Department: Public Works Program: Open Space - Landscape Maintenance Service Delivery Plan: Provide efficient and cost effective maintenance for fire control and drainage, safe streets , and dam safety. Activities: Inspect all jurisdictional dams annually. Maintain medians for proper line-of-sight and maintain property values. Cut washes as needed for fire control and proper drainage. Enhance the natural beauty of all open space as intended by the wash maintenance policy. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Washes cut and cleaned in the specified time #6 52 0 Inspections passed annually by ADWR N/A 6 6 Productivity Number of dams inspected per year N/A 6 6 Acres of medians maintained N/A 56 58 Cost Effectiveness: FTE’s: Director .05 Executive Assistant .05 Open Space Specialist .85 Engineering Inspector .05 Total 1.00 The height of desert living. 199 Town of Fountain Hills Department: Public Works Program: Stormwater Management Service Delivery Plan: Provide an annual report to ADEQ that effectively indicates that the Town of Fountain Hills is abiding by the permit it was issued. Activities: Provide monitoring and enforcement on a town wide basis. Clean out catch basins to ensure sediment control. Test point of entry to local washes as needed. File reports to ADEQ as permit stipulates. Maintain environmental policies through Code Enforcement and Law Enforcement. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Inspections by ADEQ passed N/A 0 0 Fines filed with ADEQ N/A 0 0 Inspections by ADEQ (over 1 acre) N/A 0 0 Productivity SWPPP’s reviewed in 8 working days N/A 0 6 Construction inspected sites daily N/A 3 5 Post inspection provided quarterly N/A 3 5 Final permit issued after one year N/A 3 5 Cost Effectiveness: FTE’s Director .15 Executive Assistant .10 Town Engineer .05 Open Space Specialist .05 Civil Engineer .10 Engineering Inspector .05 Planner-Environmental .45 Total .95 The height of desert living. 200 Town of Fountain Hills Department: Public Works Program: Traffic Calming Service Delivery Plan: Follow the Neighborhood Traffic Management Plan as approved by Town Council. Activities: Accept requests from residents and respond. Collect field data and review for recommendations. Conduct neighborhood meetings. Start actions with Level 1 by town staff and MCSO. Follow up after six months. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Successful neighborhood meetings N/A 3 2 Number of vehicles recorded N/A 15 12 Speed humps installed N/A 0 2 Productivity Average days from complaint to action N/A 90 90 Traffic devices installed N/A 10 10 Satisfied residents N/A 100 120 Cost Effectiveness: FTE’s Director .20 Executive Assistant .10 Town Engineer .25 Civil Engineer .35 Engineering Inspector .10 Total 1.00 The height of desert living. 201 Town of Fountain Hills Department: Facilities Program: Administration Service Delivery Plan: Provide efficient, safe, clean, amenities for the public and town staff. Provide maintenance, repairs, alterations, custodial support to all staff to accomplish functions and goals of their departments. Activities: Respond to requests and concerns of citizens and staff. Manage maintenance and repair programs for town owned buildings. Constantly monitor budget for cost savings. Respond to verbal, phone and email requests in a timely manner. Attend all Council meetings that are applicable. Address personnel issues and concerns efficiently and effectively. Attend all department meetings both internal and external. Meet with vendor representatives for products and services used by Facilities to maintain Town owned buildings. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of staff supported 98 98 Cost Effectiveness: FTE’s The height of desert living. 202 Town of Fountain Hills Department: Facilities Program: Town Hall Service Delivery Plan: Maintain and repair Town Hall to operate a safe environment for the public and employees. Activities: Respond in a timely manner to maintenance requests. Inspect ADA door operators daily for proper operation. Maintain and repair air conditioning, electrical, floors, furniture, heating, lighting and plumbing systems. Respond to verbal, phone and email requests in a considerate manner. Provide support to other departments in need of assistance and provide daily custodial services. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of annual maintenance requests 1,150 1,450 via email, phone, verbal Cost Effectiveness: FTE’s Facilities Supervisor .50 Facility Maintenance Technician .60 Maintenance/Custodial Worker .59 Custodian .75 Total 2.44 The height of desert living. 203 Town of Fountain Hills Department: Facilities Program: Community Center Service Delivery Plan: Maintain and repair Community Center to operate a safe environment for the public and employees. Activities: Respond in a timely manner to maintenance requests. Maintain and repair air conditioning, electrical heating and exterior lighting. Respond to verbal, phone and email requests in a considerate manner. Provide support to other departments in need of assistance. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of annual maintenance requests 300 340 via verbal, phone, email Cost Effectiveness: FTE’s Facilities Supervisor .20 Facility Maintenance Technician .10 Maintenance/Custodial Worker .55 Total .85 The height of desert living. 204 Town of Fountain Hills Department: Facilities Program: Library - Museum Service Delivery Plan: Maintain and repair Library and Museum to operate a safe environment for the public and employees. Activities: Respond in a timely manner to maintenance requests. Maintain and repair air conditioning, electrical, floors, furniture, heating, lighting and plumbing systems. Respond to verbal, phone and email requests in a considerate manner. Actively look for items in need of maintenance or repair. Provide support to other departments in need of assistance and p rovide daily custodial services. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of annual maintenance requests 400 425 via verbal, phone, email Cost Effectiveness: FTE’s Facilities Supervisor .10 Facility Maintenance Technician .05 Custodian .50 Maintenance/Custodial Worker .03 Total .68 The height of desert living. 205 Town of Fountain Hills Department: Facilities Program: Fire Stations Service Delivery Plan: Maintain and repair Fire Stations 1 & 2 to operate a safe environment for the public and employees. Activities: Respond in a timely manner to maintenance requests. Maintain and repair air conditioning, electrical, floors, furniture, heating, lighting and plumbing systems, and building issues. Respond to verbal, phone and email requests in a considerate manner. Actively look for items in need of maintenance or repair. Provide support to other departments in need of assistance. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of annual maintenance requests 100 120 via verbal, phone, email Cost Effectiveness: FTE’s Facilities Supervisor .10 Facility Maintenance Technician .20 Maintenance/Custodial Worker .05 Total .35 The height of desert living. 206 Town of Fountain Hills Department: Facilities Program: Other Service Delivery Plan: Maintain and repair other Town owned buildings to operate a safe environment for the public and employees. Activities: Respond in a timely manner to maintenance requests. Repair air conditioning, exterior electrical and lighting. Repair heating and water supply systems. Respond to verbal, phone and email requests in a considerate manner. Actively look for items in need of maintenance or repair. Provide support to other departments in need of assistance. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Issues responded to within 2 hours 98% 99% Productivity: Number of annual maintenance requests 210 220 via verbal, phone, email Cost Effectiveness: FTE’s Facilities Supervisor .10 Facility Maintenance Technician .05 Maintenance/Custodial Worker .03 Total .18 The height of desert living. 207 Town of Fountain Hills Department: Public Works - Streets Program: Administration Service Delivery Plan: Provide efficient and cost effective service to our citizens and town staff. Activities: Respond to requests and concerns of citizens and staff. Monitor contracts for road maintenance and repairs. Return phone messages and emails in a timely manner. Attend all Council meetings that are applicable. Address personnel issues and concerns efficiently and effectively . Attend all department meetings both internal and external. Meet with vendor representatives for products and services used by the Town of Fountain Hills. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Issues resolved successfully from citizens & staff 98% 100% Road conditions, traffic signals & fleet monitored 100% 100% Spend less and acquire more for our budget dollars to achieve goals 100% 100% Productivity Average time to respond to concerns 24hrs or less 24hrs or less Number of phone calls & e mails 9,100 9,100 Immediate emergency response 24/7 24/7 Cost Effectiveness: FTE’s Street Superintendent .70 Total .70 The height of desert living. 208 Town of Fountain Hills Department: Public Works - Streets Program: Fleet Maintenance Service Delivery Plan: Provide efficient and cost effective maintenance for the Town’s fleet. Activities: Purchase vehicles and equipment. Perform routine maintenance and fabricate and repair equipment. Dispose of surplus vehicles and equipment at auction. Procure Town’s fuel for all of fleet. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Fleet maintained so that needed vehicles are available N/A 100% 100% Productivity Town’s vehicles serviced at least Four times per year N/A 100% 100% Parts and supplies ordered and maintained monthly N/A 100% 100% in-In- In-house fabrications and rebuilds to reduce downtime N/A 95% 95% Cost Effectiveness: FTE’s Fleet Mechanic 1.00 Total 1.00 The height of desert living. 209 Town of Fountain Hills Department: Public Works - Streets Program: Pavement Management Service Delivery Plan: Maintain and repair town owned streets. Activities: Slurry seal, micro surface, mill or overlay streets. Crack seal before street maintenance. Remove and replace asphalt for patching as needed. Grade unpaved alleys and shoulders as needed. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Asphalt maintained to town standards using Stantec pavement management recommendations N/A 50 0* Productivity Slurry seal or microsurface N/A 16 miles 11 miles Crack seal before each slurry seal or Microsurface application N/A 16 miles 11 miles *this project is every other year Cost Effectiveness: FTE’s Street Superintendent .15 Street Maintenance Technician .70 Street Maintenance Technician .10 Street Maintenance Technician .15 Street Maintenance Technician .60 Total 1.70 The height of desert living. 210 Town of Fountain Hills Department: Public Works - Streets Program: Signs and Markings Service Delivery Plan: Install and maintain all town owned traffic control devices to MUTCD standards. Activities: Install new street names, signs, poles and stop signs at all applicable Town intersections. Replace down, damaged or faded traffic control devices. Install crosswalks-stop bars and turn lane arrows. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: All new sign installs in compliance with the FHWA Standards for retro reflectivity and appropriate font size 100% 100% Productivity New street name signs installed 400 400 New stop signs and poles installed 200 200 Existing signs replaced as needed 10% 10% Cost Effectiveness: FTE’s Street Superintendent .10 Street Maintenance Technician .25 Street Maintenance Technician .05 Street Maintenance Technician .05 Street Maintenance Technician .20 Street Maintenance Technician .30 Total .95 The height of desert living. 211 Town of Fountain Hills Department: Public Works - Streets Program: Street Sweeping Service Delivery Plan: Keep the town’s public streets clean and fee of debris in a safe and efficient manner. Activities: Sweep all town owned streets on a regular basis with PM-10 compliant street sweepers. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Material picked up from streets disposed oftwice a month N/A 430 tons 430 tons Full-width street sweeping once a year N/A 153 miles 153 miles Productivity All streets gutter swept once a month N/A 100% 100% Downtown area streets swept twice a month N/A 100% 100% Cost Effectiveness: FTE’s Street Maintenance Technician .80 Street Maintenance Technician .75 Street Maintenance Technician .05 Total 1.60 The height of desert living. 212 Town of Fountain Hills Department: Public Works - Streets Program: Administration Service Delivery Plan: Provide efficient and cost effective service to our citizens and town staff. Activities: Respond to requests and concerns of citizens and staff. Monitor contracts for road maintenance and repairs. Return phone messages and emails in a timely manner. Attend all Council meetings that are applicable. Address personnel issues and concerns efficiently and effectively . Attend all department meetings both internal and external. Meet with vendor representatives for products and services used by the Town of Fountain Hills. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Issues resolved successfully from citizens & staff 98% 100% Road conditions, traffic signals & fleet monitored 100% 100% Spend less and acquire more for our budget dollars to achieve goals 100% 100% Productivity Average time to respond to concerns 24hrs or less 24hrs or less Number of phone calls & e mails 9,100yr 9,100yr Immediate emergency response 24/7 24/7 Cost Effectiveness: FTE’s Street Superintendent .70 Total .70 The height of desert living. 213 Town of Fountain Hills Department: Planning and Zoning Program: Building Inspection Service Delivery Plan: Provide property owners with complete inspection reports clearly identified in areas inspected. Corrections required with 24 hours of inspection request. Activities: Receive inspection requests. Arrive at job site within 24 hours. Conduct inspections requested and log inspection results. Work with Code Enforcement to correct violations. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of complaints received per month for missed inspections N/A 1 1 Productivity Number of inspections N/A 4353 4300 Number of inspection stops N/A 363 360 Cost Effectiveness: FTE’s Building Official 0.10 Building Inspector 1.00 Building Inspector 1.00 Total 2.10 The height of desert living. 214 Town of Fountain Hills Department: Planning and Zoning Program: Building Permits Service Delivery Plan: Meet customer expectations for timely permit and plan reviews by accurate data entry. Review tracking and follow-up contact for completed reviews. Activities: In-take plans and do data entry. Plan review done by departments and process completed reviews. Calculate permit fees and issue permits. Meet state requirements for reporting activity. Research one-day building permits for simple projects. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Conduct annual customer survey to determine degree of satisfaction with service N/A - - - - - 95% Productivity Permits issued within 20 business days N/A 95% 90% Single family permits N/A 12 15 Multi- family permits N/A 4 6 Commercial permits N/A 6 5 Other permits issued N/A 178 130 Single day turn around permits 9A Cost Effectiveness: FTE’s Director 0.10 Senior Planner 0.10 Planner 0.20 Executive Assistant 0.10 Chief Building Official 0.90 Permit Technician 0.80 Permit Technician 0.80 Plans Examiner 1.00 Total 4.0 The height of desert living. 215 Town of Fountain Hills Department: Planning and Zoning Program: Code Enforcement Service Delivery Plan: Effectively and efficiently enforce the Town’s Ordinances and Codes, emphasizing corrections of violations related to public health and safety. Activities: Receive and log complaints; research property. Inspect property for violation and issue courtesy notice. Follow up with complainant; work with property owner to resolve violation. If case not resolved, file complaint through town prosecutor. Resolve by court proceeding. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Cases closed voluntarily N/A 99% 99% Cases reviewed in court proceedings N/A 4 4 Productivity Number of open files N/A 1253 1250 Number of closed files N/A 1256 1250 Cost Effectiveness: FTE’s Director 0.30 Senior Planner 0.10 Code Enforcement Officer 1.00 Code Enforcement Officer 1.00 Executive Assistant 0.10 Total 2.50 The height of desert living. 216 Town of Fountain Hills Department: Planning and Zoning Program: Current Planning Service Delivery Plan: Effectively and efficiently accept, review and process and evaluate land development applications, regulations and variances for the Town. Activities: Accept and review applications for processing (check for completeness). Provide applicant with changes that need to be made. When application and plans meet Town requirements, schedule for meeting and provide notice. Write staff report for reviewing body and present staff recommendations at meetings. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of refunds issued for Zoning subdivision and concept plan applications N/A 0 1 Productivity Average of working days to process applications from the filing to public meeting or staff approval (less applicant time): Zoning cases 25 24 Subdivision cases 20 20 Concept plans 60 45 Temporary Use Permits 14 14 Number of Ordinance/Code changes 8G 4 4 Grand Opening banners 1 1 Ellman applications assigned to Senior Planner 2B 100% 100% Ellman applications processed with team approval 2C 100% 100% Cost Effectiveness: FTE’s Director .40 Senior Planner .60 Planner .20 GIS/CAD Tech .10 GIS/CAD Tech .10 Executive Assistant .60 Total 2.00 The height of desert living. 217 Town of Fountain Hills Department: Planning and Zoning Program: Environmental Planning Service Delivery Plan: Effectively and efficiently implement an environmental program consistent with Town Council goals and objectives. Activities: Meet with various Environmental Groups. Encourage participation in programs and events by partners. Plan events and programs and work with Community Affairs and Media Relations office to publicize events. Apply for grants, if applicable. Solicit volunteer help with events and programs. Explore need and viability of Environmental Commission. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Community participation during electronic recycling events; Number of customer cars N/A 380 400 Productivity Paper shredding/recycling (tonnage) N/A 6.5 tons 7.0 tons Household hazardous waste collection (cars) N/A 400 400 Electronics recycling-money returned to Town by vendor N/A $710.53 $720 Cost Effectiveness: FTE’s Director 0.2 Environmental Planner 0.5 Total .7 The height of desert living. 218 Town of Fountain Hills Department: Planning and Zoning Program: GIS/CAD Service Delivery Plan: Effectively and efficiently deliver CAD and GIS services to Town personnel and other customers. Activities: Contribute to Public Works Projects. Provide maps and graphic support to Town Departments. Implement GIS and maintain the system. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Annual customer survey conducted to determine degree of satisfaction with service N/A - - - - - 80% Productivity GIS implementation/maintenance in hours N/A 440 460 Public Works projects N/A 54 50 Cost Effectiveness: FTE’s GIS/CAD Technician 1.60 Executive Assistant 0.10 Total 1.70 The height of desert living. 219 Town of Fountain Hills Department: Planning and Zoning Program: Long Range Plan Service Delivery Plan: Provide long range planning in an effective and efficient manner that meets state mandate and Town Council goals using processes that involve the public and stakeholders. Activities: Provide Project definition, plan, timeline and resource requirements. Research and draft documents and plans. Provide Agency/public review of documents and plans. Present to Town Council at meeting, leading to approval. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Fewer than 2 reported errors in any final project report N/A 0 0 Errors in any project report N/A 0 2 Productivity General Plan update N/A 80% 100% Exploration of view corridor project N/A 0% 50% Commercial opportunities on Shea (Gen. Plan) N/A 80% 100% Land Use analysis and statistical report N/A 100% 100% “Smart Growth Report Card” N/A 100% 100% Cost Effectiveness: FTE’s Director 0.30 Senior Planner 0.10 Planner 0.10 GIS/CAD Technician 0.10 GIS/CAD Technician 0.10 Executive Assistant 0.10 Total .80 The height of desert living. 220 Town of Fountain Hills Department: Recreation Program: Community Events Service Delivery Plan: Coordinate events and seek grants and sponsorships to offset costs. Work with partners and volunteers to offer quality events that will highlight the small town character of Fountain Hills. Draw valley residents and visitors to the community to help the local businesses. Assist non- Town sponsored or coordinated events to be successful and meet the Town’s overall goals and objectives. Activities: Ballet under the Stars Concerts in the Park Eggstravaganza Fantastic Fall Festival Homecoming Parade Movies in the Park Oktoberfest Paws in the Park St. Patrick’s Day Celebration Turkey Trot Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of registrations and/or participants N/A $26,500 $36,500 Productivity Number of events N/A 10 10 Program revenue N/A $64,685 $76,375 Cost Effectiveness: FTE’s Recreation Supervisor .20 Recreation Program Coordinator .20 Recreation Program Coordinator .20 Recreation Aide .20 Recreation Intern P/T .20 Total 1.00 The height of desert living. 221 Town of Fountain Hills Department: Recreation Program: Administration Service Delivery Plan: Provide the financial overview of the entire department. Monitor and order supplies. Call for equipment repairs. Insure accounts payable are accurate and forwarded to the Accounting Department. Process all necessary agendas, packets, and documentation for multiple Commission meetings. Conduct performance evaluations, staff meetings, and staff management. Be responsible for the preparation and adherence to the department’s annual budget. Activities: Write grants for capital improvement projects. Work with Customer Service Representatives to reserve park facilities for resident and visitors. Prepare annual budget. Conduct online survey of community recreation needs. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of performance evaluations past due Number of CIP projects at or under budget 2 0 Productivity Number of performance evaluations 2 0 Cost Effectiveness: FTE’s Director .50 Executive Assistant .40 Recreation Supervisor .20 Customer Service Representative .65 Recreation Program Coordinator .40 Park Superintendent .20 Total 2.35 The height of desert living. 222 Town of Fountain Hills Department: Recreation Program: Boards & Commissions Service Delivery Plan: Provide proactive advice to the Town Council, staff, and Administration in matters pertaining to Parks and Recreation/McDowell Mountain Preservation services and facilities. Schedule Commission meetings regularly and work to accomplish the Department’s Mission Statement. Activities: Conduct any necessary research and report findings back to the Commission. Hold regular Parks and Recreation Commission/MMPC meetings per year. Schedule one joint meeting each between PRC/MMPC and Town Council per year . Prepare and deliver meeting agendas and minutes in accordance with state laws. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Meeting agendas in accordance with state law 100% 100% Agendas prepared in a timely fashion 100% 100% Productivity Hold regular meetings N/A 20 24 Schedule joint meeting with Town Council N/A 1 2 Cost Effectiveness: FTE’s Director .10 Executive Assistant .20 Total .30 The height of desert living. 223 Town of Fountain Hills Department: Recreation Program: Community Support Service Delivery Plan: Support community organizations, particularly youth sports organizations, in their effort to provide additional recreational opportunities to the youth of Fountain Hills. Activities: Be responsible for coordinating with youth sports organizations such as Fountain Hills Little League, Fountain Hills Soccer Club, Pop Warner Football and Cheerleading. Be responsible for coordinating joint facility usage with the Fountain Hills Unified School District. Prepare fields and monitor activities in Town’s parks associated with use by partner organizations. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Safe playing fields and facilities provided for youth programs 100% 100% Youth Sports Organizations supported to reduce maintenance costs to Town 100% 100% Productivity All ball fields prepped for Little League Baseball on time 100% 100% All athletic field lights on in time for games and practices 100% 100% Cost Effectiveness: FTE’s Recreation Assistant 1.00 Recreation Assistant 1.00 Recreation Assistant 1.00 Recreation Aide 0.20 Total 3.20 The height of desert living. 224 Town of Fountain Hills Department: Recreation Program: Special Interest Programs Service Delivery Plan: Coordinate, market, schedule staff and instructors, and evaluate programs for success and cost effectiveness. Activities: CRP/AED Training Digital Photography Drawing Hunter Education Language Lessons Martial Arts Oil Painting Paper Clay Workshop T’ai Chi Chaun Water Color Yoga Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Provide high quality instructors that specialize in N/A 100% 100% various programs Productivity Number of registrations and/or participants N/A 300 464 Program revenue N/A $14,760 $22,670 Cost Effectiveness: FTE’s Recreation Supervisor .20 Recreation Program Coordinator .40 Recreation Aide .10 Total .70 The height of desert living. 225 Town of Fountain Hills Department: Recreation Program: Sports Activities Service Delivery Plan: Coordinate, market, schedule staff and instructors, and evaluate programs for success and cost effectiveness. Activities: Adult Basketball Youth Basketball Disc Golf Clinics Youth Flag Football Adult Golf Lessons Junior Golf Lessons Kicks 4 Kids Softball Leagues Senior Softball Tournaments Adult Tennis Junior/Peewee/Quick Start Tennis Youth Sports Competitions Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Productivity Number of registrations team registrations N/A 42 58 Number of individual registrations/participants N/A 610 1,015 Program revenue N/A $50,790 $73,027 Cost Effectiveness: FTE’s Recreation Supervisor .20 Recreation Program Coordinator .40 Recreation Assistant .50 Recreation Aide .20 Recreation Intern P/T .10 Total 1.40 The height of desert living. 226 Town of Fountain Hills Department: Recreation Program: Youth and Teen Programs Service Delivery Plan: Coordinate, market, schedule staff and instructors, and evaluate programs for success and cost effectiveness. Activities: Homecoming Tailgate Party Mayor’s Youth Council Midnight Madness Party in the Park Teen Turnaround Trip Toddler Camps Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Productivity Number of registrations and/or participants N/A 2,305 3,040 Program revenue N/A $11,000 $15,875 Cost Effectiveness: FTE’s Recreation Supervisor .20 Recreation Program Coordinator .40 Recreation Assistant .30 Recreation Aide .60 Recreation Intern P/T .10 Total 1.60 The height of desert living. 227 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Fountain Park – Administration Service Delivery Plan: Manage the parks maintenance/operations to provide good service and quality maintenance daily. Provide safe, clean amenities and facilities for the public. Activities: Conserve water and energy at all times. Monitor all park budgets to stay within budget line items. Perform routine maintenance and inspections of facilities and equipment. Repair equipment cost effectively. Provide excellent customer service. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Review budget line item reports N/A Monthly/ Monthly/ Quarterly Quarterly Clean uniforms/identifiable as Town employee N/A Daily Daily Professional character and attitude towards public N/A Daily Daily Vehicles/equipment clean and operational N/A Daily Daily Productivity Playground inspection forms filed N/A 52 weeks 52 weeks Water/Sewer expenditures N/A $ 1,779 $ 3,600 Uniforms N/A $ 235 $ 657 Gas/oil expense-trucks N/A $3,007 $6297 Cost Effectiveness: FTE’s Director .10 Executive Assistant .10 Park Supervisor .20 Park Operations Lead-Fountain Park .10 Total .50 The height of desert living. 228 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Fountain Park – Amenities Service Delivery Plan: Provide the public with safe, clean amenities and facilities for the public at the Town’s signature park. Continue to attract park visitors to rent the parks ramadas for picnics, weddings and special events. Activities: Service restroom and control building facility. Maintain amphitheater at a high level for general use and special events. Maintain Rotary Splash Park for seasonal use. Keep the Veterans Memorial clean and lighted. Maintain the art work located throughout the park and maintain ramadas for public use. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Clean restrooms N/A 100%/daily 100%/daily Amphitheater consistently powered and clean N/A 100% 100% Productivity Ramadas, open turf, amphitheater-rentals/ booking/revenue N/A 70/81/$2,645 80/90/$3,000 Ramadas cleaned N/A 98%/weekly 98%/weekly Rotary Splash Park clean and operational N/A April-Sept. April-Sept. Cost Effectiveness: FTE’s Park Operations Lead-Fountain Park .30 Total .30 The height of desert living. 229 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Fountain Park – Fountain Service Delivery Plan: Responsibly manage the Town’s resources to keep the fountain, pump house equipment, and light systems repaired and operating efficiently. Activities: Conserve water and energy at all times. Monitor all parks budgets to stay within budget line items. Schedule maintenance and inspections of equipment and replace as needed for upgrades and efficiency. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Equipment inspections/repairs done on time N/A Monthly/ Monthly/ Annually Annually Budget line item reports reviewed N/A Monthly/ Monthly/ Quarterly Quarterly Equipment upgrades completed N/A Annually Annually Fountain consistently operational N/A Daily Daily Productivity Infrared testing of fountain motors & switch gear N/A 1x annual 1x annual Reduce Fountain electricity expenditure N/A 13 times daily 13 times daily Fountain operational days 98% 98% Cost Effectiveness: FTE’s Park Operations Lead- Fountain Park .30 Total .30 The height of desert living. 230 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Fountain Park – Land Maintenance Service Delivery Plan: Provide the town of Fountain Hills community and general public with safe, clean and green environment amenities at the Town’s signature park to enjoy leisurely recreational activities; as well as special events. Maintain the landscaping and turf in the park at a high standard to continue to attract park visitors and tourists to the park. Activities: Fertilize, seed, and re-sod for turf enhancement. Over-seed in Fall with rye grass. Apply herbicide for weed control. Spray Post and pre-emergent for weed control. Irrigate consistently during the overnight hours. Supervise the mowing and landscape contractor maintenance services carefully. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Greener healthy turf maintained N/A 33 acres 33 acres Weed control in turf maintained N/A 33 acres 33 acres Weed control in granite beds maintained N/A 2 acres 2 acres Productivity Weekly mowing N/A 48weeks 48 weeks Landscape maintenance N/A 20 weeks 20 weeks Fertilizer applications N/A 12 months 12 months Herbicide applications N/A 2 fall/spring 2 fall/spring Tree trimming N/A 1x fall/08 1x fall/09 Rye grass over-seeding N/A 1x fall/08 1x fall/09 Post and pre-emergent spraying N/A 3 fall/spring 3 fall/spring Aeration N/A 2 times yr 2 times yr Cost Effectiveness: FTE’s Park Operation Lead-Fountain Park .30 Total .30 The height of desert living. 231 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Golden Eagle Park – Administration Service Delivery Plan: Manage the parks maintenance/operations to provide good service and quality maintenance daily. Provide safe, clean amenities and facilities for the public. Activities: Conserve water and energy at all times. Monitor all park budgets to stay within budget line items. Perform routine maintenance and inspections of facilities and equipment. Repair equipment cost effectively. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Budget line item reports reviewed N/A Daily/ Daily/ Weekly Weekly Playgrounds maintained/inspections completed N/A Daily/ Daily/ Weekly Weekly Supplies used efficiently/restroom building maintained N/A Daily/ Daily/ Weekly Weekly Utilities used efficiently/electric and water N/A Daily/ Daily/ Weekly Weekly Productivity Playground inspection forms filed N/A 52 weeks 52 weeks Water/Sewer expenditures N/A $ 3,409 $ 9,716 Electricity expenditures N/A $ 12,797 $35,204 Gas/oil expense-trucks/gators/tractor/etc. N/A $ 4,227 $ 9,000 Cost Effectiveness: FTE’s Director .10 Exec Asst .10 Park Supv .20 Park Operations Lead-Golden Eagle .10 Total .50 The height of desert living. 232 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Golden Eagle Park – Amenities Service Delivery Plan: Provide the public with safe, clean amenities and facilities for the public to attract park patrons for recreational activity. This will continue to increase rentals of the ramadas for picnics, birthday parties and support sporting events. Activities: Service restroom and control building facility. Maintain ramadas for public use. Maintain and prep ball-fields and tennis courts. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Clean restrooms N/A 100%/daily 100%/ daily Ramada’s clean and ready for use N/A 98% 98% Ball fields prep/lined N/A 98% 98% Tennis courts cleaned N/A 98% 98% Productivity Rentals/bookings/revenue N/A 130/595 150/650 Ramadas, ball fields, tennis courts, Palo Verde room N/A $2,745 $3,000 Cost Effectiveness: FTE’s Groundskeeper .30 Groundskeeper .30 Park Operations Lead-Golden Eagle .30 Total .90 The height of desert living. 233 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Golden Eagle Park – Field Preparation Service Delivery Plan: Provide the public with safe, clean, and well groomed turf and amenities for recreational activities, organized seasonal sporting events, and community special events. Activities: Provide consistent irrigation during overnight hours. Apply herbicide for weed control. Spray Post and Pre-emergent for weed control. Apply additional fertilizer to turfs. Carefully supervise mowing and landscape contractor maintenance services. Consistently maintain ball fields, tennis courts and playgrounds. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Green healthier turf-ball fields/open turf areas N/A 6.5 acres 6.5 acres Weed control in granite beds N/A 2 acres 2 acres Amenities clean and ready for use N/A 98% 98% Productivity Mowing N/A 42 weeks 24 weeks Landscape maintenance N/A 20 weeks 20 weeks Fertilizer applications N/A 4 times yr 4 times yr Herbicide applications N/A 2 fall/spring 2 fall/spring Tree trimming N/A 1/fall 08 1/fall 09 Cost Effectiveness: FTE’s Groundskeeper .40 Groundskeeper .40 Park Operations Lead-Golden Eagle .30 Total 1.10 The height of desert living. 234 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Golden Eagle – Land Maintenance Service Delivery Plan: Provide the Town of Fountain Hills community and general public with safe, clean, and green environment amenities at the park to enjoy leisurely recreational activities and special events. Maintain the landscaping and turf in the park at a high standard and to continue to attract park visitors and tourists to the park. Activities: Apply herbicide for weed control. Spray Post and pre-emergent for weed control. Consistently irrigate athletic fields and open turf areas. Carefully supervise mowing and landscape contractor maintenance services. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Maintain greener healthy turf N/A 33 acres 33 acres Maintain weed control in turf N/A 33 acres 33 acres Maintain weed control in granite beds N/A 2 acres 2 acres Productivity Mowing bi-weekly N/A 48weeks 24 weeks Landscape maintenance N/A Monthly Monthly Fertilizer applications N/A 4x in-house 4x in-house Over-seeding N/A 1x year Tree trimming N/A 1x year Post and pre-emergent spraying N/A fall/spring fall/spring Aeration of turf N/A 4 x year 4 x year Cost Effectiveness: FTE’s Park Operation Lead-Golden Eagle Park .30 Groundskeeper .30 Groundskeeper .30 Total .90 The height of desert living. 235 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Desert Vista Park – Administration Service Delivery Plan: Manage the parks maintenance/operations to provide good service and quality maintenance daily. Provide safe, clean amenities and facilities for the public. Activities: Conserve water and energy at all times. Monitor all park budgets to stay within budget line items. Perform routine maintenance and inspections of facilities and equipment. Manage supplies and equipment effectively. Provide excellent customer service. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Effective maintenance/repairs N/A Monthly/ Monthly/ Annually Annually Budget line item reports review N/A Daily/ Daily/ Weekly Weekly Playgrounds maintained/inspections completed N/A Daily/ Daily/ Weekly Weekly Efficient supply use /restroom building maintenance N/A Daily/ Daily/ Weekly Weekly Efficient utilities use /electric and water N/A Daily/ Daily/ Weekly Weekly Productivity Playground inspection forms filed N/A 16 weeks 52 weeks Water/Sewer expenditures N/A $1,253 $3,120 Electricity expenditures N/A $ 2,500 $7,800 Cost Effectiveness: FTE’s Director .10 Exec Asst .10 Park Supv .20 Park Operations Lead-Four Peaks .10 Total .50 The height of desert living. 236 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Desert Vista Park - Amenities Service Delivery Plan: Provide the public with safe, clean amenities and facilities for the public to attract park patrons for recreational activity. Continue to increase rentals of the ramadas for picnics, birthday parties, and support sporting events. Activities: Service restroom and control building facility. Maintain ramadas for public use. Maintain skate park. Maintain off-leash facility. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Clean restrooms N/A 100%/daily 100%/daily Ramadas N/A Weekly Weekly Productivity Ramada rentals/bookings/revenue N/A 15/241 30/300 $90 $200 Dog Park open N/A 98%/daily 98%/daily Skate Park open N/A 98%/daily 98%/daily Cost Effectiveness: FTE’s Park Operations Lead- Four Peaks .05 Total .05 The height of desert living. 237 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Desert Vista Park – Field Preparation Service Delivery Plan: Provide the public with safe, clean and well groomed turf and amenities for recreational activities, organized seasonal sporting events, and community special events. Activities: Add additional fertilizer applications to turf. Irrigate consistently during overnight hours. Apply herbicide for weed control. Spray post and Pre-emergent for weed control. Supervise the mowing and landscape contractor maintenance services carefully. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Green turf-Dog Park and Soccer fields Fields maintained N/A 11 acres 11 acres Weed control in granite beds N/A 1 acre 1 acre Productivity Mowing N/A 48 weeks 24 weeks Fertilizer applications N/A 4 times yr 4 times yr Herbicide applications N/A 2 fall/spring 2 fall/spring Rye grass over-seeding N/A 1/fall 08 1/fall 09 Aeration N/A 2x year 2x year Cost Effectiveness: FTE’s Park Operations Lead-Four Peaks .05 Total .05 The height of desert living. 238 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Desert Vista – Land Maintenance Service Delivery Plan: Provide the Town of Fountain Hills community and general public with safe, clean and green environment at the Desert Vista Park facility to enjoy leisurely recreational activities; as well as special events. Maintain the landscaping and turf in the park at a higher standard to continue to attract park visitors and tourists to the park. Activities: Irrigate athletic fields and open turf areas consistently. Apply herbicide for weed control. Spray post and pre-emergent for weed control. Supervise carefully the mowing and landscape contractor maintenance services. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Greener healthy turf maintenance N/A 12 acres 12 acres Weed control in turf maintenance N/A 12 acres 12 acres Weed control in granite beds maintenance N/A 2 acres 2 acres Productivity Mowing N/A 48 weeks 48 weeks Landscape maintenance N/A 20x annual 20x annual Fertilizer applications N/A 2x annual 2x annual Over-seeding N/A 1x year Tree trimming N/A 1x year Rye grass over-seeding N/A 1x fall/08 1x fall/09 Post and pre-emergent spraying N/A fall/spring fall/spring Aeration N/A 2x annual 2 annual Cost Effectiveness: FTE’s Park Operation Lead-Fountain Park .30 Total .30 The height of desert living. 239 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Four Peaks Park - Administration Service Delivery Plan: Manage the parks maintenance/operations to provide good service and quality maintenance daily. Provide safe, clean amenities and facilities for the public. Activities: Conserve water and energy at all times. Monitor all park budgets to stay within budget line items. Perform routine maintenance and inspections of facilities and equipment. Repair equipment cost effectively. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Effective Maintenance/repairs N/A Monthly/ Monthly/ Annually Annually Budget line item reports reviewed N/A Daily/ Daily/ Weekly Weekly Playgrounds maintained/inspections completed N/A Daily/ Daily/ Weekly Weekly Supplies used efficiently/restroom building maintenance N/A Daily/ Daily/ Weekly Weekly Utilities used efficiently/electric and water N/A Daily/ Daily/ Weekly Weekly Productivity Playground inspection forms filed N/A 52 weeks 52 weeks Water/Sewer expenditures N/A $13,313 $22,320 Electricity expenditures N/A $ 5,367 $14,004 Cost Effectiveness: FTE’s Director 0.10 Executive Assistant 0.10 Park Supervisor 0.20 Park Operations Lead – Four Peaks 0.10 Total .50 The height of desert living. 240 Town of Fountain Hills Department: Parks and Recreation –Parks Division Program: Four Peaks Park – Amenities Service Delivery Plan: Provide the public with safe, clean amenities and facilities for the public to attract park patrons for recreational activity. This will continue to increase rentals of the armadas for picnics, birthday parties and support sporting events. Activities: Service restroom and control building facility. Maintain ramadas for public use. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Clean restrooms at a high level N/A AM/PM AM/PM Ramadas clean and ready for use N/A Weekly Weekly Productivity Ramada rentals/bookings/revenue N/A 17/185 25/200 $270 $400 Total park rentals/bookings/revenue N/A 17/185 25/200 $270 $400 Cost Effectiveness: FTE’s Park Operations Lead-Four Peaks .05 Total .05 The height of desert living. 241 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Four Peaks Park – Field Preparation Service Delivery Plan: Provide the public with safe, clean and well groomed turf and amenities for recreational activities, organized seasonal sporting events, and community special events. Activities: Irrigate consistently during overnight hours. Apply herbicide for weed control. Spray post and pre-emergent for weed control. Apply additional fertilizer to turfs. Supervise the mowing and landscape contractor maintenance services carefully. Maintain ball fields, tennis courts and playgrounds consistently. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Green healthier turf-north soccer field/south fields N/A 6 acres 6 acres Weed control in granite beds N/A 1 acre 1 acre Amenities cleaned N/A 98% 98% Productivity Mowing N/A 42 weeks 24 weeks Fertilizer applications N/A 4x year 4x year Herbicide applications N/A 2 fall/spring 2 fall/spring Cost Effectiveness: FTE’s Park Operations Lead-Four Peaks .05 Total .05 The height of desert living. 242 Town of Fountain Hills Department: Parks and Recreation – Parks Division Program: Four Peaks – Land Maintenance Service Delivery Plan: Provide the Town of Fountain Hills community and general public with safe, clean, and green environment amenities at the Four Peaks facility to enjoy leisurely recreational activities and special events. Maintain the landscaping and turf in the park at a high standard to continue to attract park visitors and tourists to the park. Activities: Irrigate athletic fields and open turf areas consistently. Apply herbicide for weed control. Spray post and pre-emergent for weed control. Supervise the mowing and landscape contractor maintenance services carefully. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Greener healthy turf maintenance N/A 6 acres 6 acres Weed free landscaping & turf maintenance N/A 2 acres 2 acres Productivity Mowing N/A 48 weeks 24 weeks Landscape maintenance N/A 20x annual 20x annual Fertilizer applications N/A 2x annual 2x annual Over-seeding N/A 1x year Contracted tree trimming N/A 1x year Post and pre-emergent spraying N/A fall/spring fall/spring Aeration of turf N/A 2 x annual 2 x annual Cost Effectiveness: FTE’s Park Operation Lead-Golden Eagle Park .30 Total .30 The height of desert living. 243 Town of Fountain Hills Department: Community Center Program: Administration Service Delivery Plan: Provide the financial overview for the entire department. Monitor and order supplies. Call for equipment repairs and insure accounts payable are accurate and forwarded to the Accounting Department. Handle contract documents and post event report forms for accurate invoicing and payment tracking. Process necessary agendas, packets, and documentation for Commission meetings. Provide assistance with performance evaluations, staff meetings, and staff management. Provide overall fiscal responsibility for the preparation and adherence to the department’s annual budget. Activities: Prepare monthly financial and activity report twelve times per year and distribute no later than the fourth Monday of each month. Track requisitions and purchases for both divisions and rectify monthly numbers with reports from Accounting. Complete and sign off on staff reviews before the end of the month due. Meet with each staff member no later than two weeks after return of review. Hold a weekly staff meeting to review upcoming event schedule. Prepare all necessary contract paperwork and invoices. Track payments and ensure client accounts are up-to-date. Performance Measures: Council FY 2008-09 FY 2009-10 Goal Actual Proposed Quality: Monthly requisitions match Accounting N/A 90% 95% Percent of correct information on monthly reports N/A 97% 100% Productivity: Number of monthly reports completed prior to CCAC meeting N/A 12 12 Percent of personnel evaluated on time N/A 95% 100% Number of staff meetings held each year N/A 48 52 (52 weeks) Cost Effectiveness: FTE’s Director 0.25 Executive Assistant 0.60 Receptionist 0.50 Event Coordinator 0.10 Operations Worker 0.15 Total 1.60 The height of desert living. 244 Town of Fountain Hills Department: Community Center Program: Boards and Commissions Service Delivery Plan: Provide proactive advice to the Town council, staff, and Administration in matters pertaining to Community Center services and facilities. Schedule monthly meetings and work jointly with the Senior Services Advisory Commission to accomplish the Department Mission Statement. Activities: Staff will do any necessary research and report back to the Commission its findings. Hold ten Community Center Advisory Commission meetings per year. Prepare and deliver meeting agendas and minutes in accordance with state laws. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of corrections to meeting minutes N/A 1 1 Productivity Hold regular monthly meetings N/A 10 10 Schedule joint meeting with Senior Center Commission three times per year N/A 3 3 Cost Effectiveness: FTE’s Director .10 Executive Assistant .15 Receptionist .10 Total .35 The height of desert living. 245 Town of Fountain Hills Department: Community Center Program: Building Operations Service Delivery Plan: Perform both set-up and take-down duties and the daily custodial and maintenance services of the Community Center Building. Coordinate the repairs and construction projects and maintain proper levels of supplies needed for facility maintenance. Work with the Ev ent Coordinator to ensure that facilities, equipment , and room set-up meet the requirements of the event and the client’s contractual agreements. Activities: Train in the safe operation of equipment, such as floor scrubber, dance floor, staging, alarms, audio visual equipment, and routine maintenance of the building. Prepare work schedules for parttime staff based on staffing budget and event schedules. Monitor multiple events and inspect work in progress to suppor t various events and activities. Keep current on maintenance of all equipment and building codes. Maintain compliance with OSHA standards and fire code regulations. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Percentage of people dissatisfied with set-up N/A 2% 2% Number of incident reports filed N/A 0% 0% Productivity Number of set-up/take-downs N/A 3626 3650 Number of chairs set up each year N/A 89496 92180 Cost Effectiveness: FTE’s Director 0.20 Executive Assistant 0.15 Operations Coordinator 0.60 Operations Worker 1.50 Total 2.45 The height of desert living. 246 Town of Fountain Hills Department: Community Center Program: Event Coordination Service Delivery Plan: Facilitate and schedule all event related activities for the facility. Communicate with prospective and confirmed leasees regarding facility availability. Conduct tours, and advise of services available. Work as the liaison between clients, the public, and staff prior to and during events to ensure that facilities, equipment, set up and personnel meet the requirements of the event and the client’s contractual agreement. Coordinate and supervise support personnel, outside vendors, and services and provide on-site supervision of events taking place. Activities: Respond to inquiries by prospective and confirmed leasees concerning rental rates and space availability. Conduct facility tours and explain policies and procedures for use of Center. Calculate and provide clients with estimates of potential costs incurred in completing an event. Input, retrieve, and update event requirements: contracts, CAD drawings and event reports. Maintain information throughout the CLASS event management system. Finalize leasee requirements including all support personnel needed: bartenders, security guards, caterers, and rental companies. Maintain all aspects liquor services including staffing, security, and alcohol inventory. Ensure that all paperwork and certifications are in accordance with the Arizona Liquor Licenses and Control and are up-to-date and in place. Ensure that pre and post event reports are up-to-date and delivered to the operations and administrative staff in a timely manner. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of contracts processed N/A 1184 1232 Pre and Post event report forms completed N/A 0.95 1 Productivity Contracts processed within ten days of booking N/A 0.98 1 Event reports complete and given to Administration within one day N/A 90% 100% Cost Effectiveness: FTE’s Director .20 Executive Assistant .15 Event Coordinator .75 Total 1.15 The height of desert living. 247 Town of Fountain Hills Department: Community Center Program: Marketing Service Delivery Plan: Marketing and Advertising is the main source of attracting large events and weddings. Attending trade shows and advertising in both print media and on the web shows people throughout the valley what Fountain Hills has to offer, therefore continuing to grow the number of activities taking place at the Community Center. Activities: Update and print all facility brochures, verbiage, Town’s website, and flyers kept in town kiosks. Work with the Community Affairs/Media Relations Administrator to coordinate necessary press and marketing. Attend two bridal shows per year promoting the Community Center and Fountain Park as a destination. Attend staff meetings. Network and invite vendors to tour the building in order to promote facility usage. Coordinate both print and electronic advertising: minimum of two ads in each per year. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Minimum four events booked per bridal show N/A 100% 0% 35 large events hosted per fiscal year N/A 49 35 8 joint park-center wedding scheduled for ceremonies/receptions N/A 10 10 Productivity Two bridal shows attended per year N/A 200% 0% Two bridal or special events advertised in magazines per year N/A 3 0 Two on-line event sites listed per year N/A 3 3 Co-promotions with the Parks and Recreation Department N/A 1 1 Cost Effectiveness: FTE’s Director .15 Total .15 The height of desert living. 248 Town of Fountain Hills Department: Community Center (Seniors) Program: Administration Service Delivery Plan: Provide quality customer service to walk-in and phone-in customers. Communicate with program coordinators about activities, special events, office hours, etc. Perform overall operational duties to include scheduling of programs/activities, performance evaluations, staff meetings, and staff management. Provide report to monthly Commission meeting. Process accounts payable, and monitor expenditures. Be responsible for preparation and adherence to the department’s budget. Activities: Help walk-in and phone-in customers with activities and program information. Track number of medical equipment loans. Enter all activities and program schedules in CLASS and update needed changes/ Conduct performance evaluations. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of complaints received about poor Customer Service N/A 0 0 Productivity Percent of personnel evaluations facilitated 100% 100% Number of staff meetings held 7 8 Number of medical equipment loans 102 105 Cost Effectiveness: FTE’s Director .10 Executive Assistant .10 Senior Services Supervisor .15 Receptionist .40 Activities Coordinator .05 HDM Coordinator .05 Senior Services Aide .05 Senior Services Asst .05 Total .95 The height of desert living. 249 Town of Fountain Hills Department: Community Center (Seniors) Program: Senior Activity Center Membership Service Delivery Plan: Offer annual membership. Members can participate in over 30 programs and activities. Members can join support groups and meet with Social Services representatives. Activities: Register and track membership throughout the year. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of new members over previous fiscal year N/A 156 35 Productivity Number of members N/A 1,198 1,233 Cost Effectiveness: FTE’s Senior Services Supervisor .10 Activities Coordinator .05 Senior Services Aide .25 Senior Service Assistant .05 Total .45 The height of desert living. 250 Town of Fountain Hills Department: Community Center (Seniors) Program: Home Delivered Meals Service Delivery Plan: Deliver a quality noon time meal to Town residents who require assistance in obtaining nutritional meals. Activities: Deliver noon time meals to clients. Intake and remove clients from program. Schedule weekly routes. Track month meals and billing. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of complaints about the meals from clients N/A 4 0 Number of complaints about the route from volunteers N/A 1 0 Number of people on wait list N/A 3 0 Productivity Number of meals delivered yearly N/A TBD 11,542 Number of self-pay clients N/A TBD 7,414 Number of area agency clients N/A TBD 3,348 Number of underwritten meals N/A TBD 780 Cost Effectiveness: FTE’s Senior Services Supervisor .10 Activities Coordinator .05 HDM Coordinator .50 Total .65 The height of desert living. 251 Town of Fountain Hills Department: Community Center (Seniors) Program: Trips and Outings Service Delivery Plan: Provide interesting and affordable day trips to members and the community . Activities: Research trips and theater outings. Arrange trips and create trip flyers. Secure van drivers. Coordinate trip cancellations and refunds with accounting. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of attendees N/A TBD 1,000 Number of trips cancelled N/A 2 0 Productivity Number of trips offered N/A 36 41 Cost Effectiveness: FTE’s Senior Services Supervisor .10 Activities Coordinator .10 Senior Services Aide .20 Total .40 The height of desert living. 252 Town of Fountain Hills Department: Community Center (Seniors) Program: Programs and Classes Service Delivery Plan: Provide meeting space to members for activities and arrange for interesting classes for seniors. Activities: Create or update flyers. Enter all activities and program schedules in CLASS and update changes as needed. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Change in attendance over previous fiscal year N/A 624 Program and class attendance N/A 21,445 22,080 Productivity Number of programs offered N/A 44 45 Number of classes offered N/A 4 4 Number of Public Forums offered N/A 5 4 Cost Effectiveness: FTE’s Senior Services Supervisor .20 Activities Coordinator .05 Operations Coordinator .25 Senior Service Assistant .10 Total .60 The height of desert living. 253 Town of Fountain Hills Department: Community Center (Seniors) Program: Special Events Service Delivery Plan: Coordinate annual Senior Activities EXPO to showcase all that is offered at the Center. Provide socialization opportunities and informational events for members and the community. Activities: Coordinate Senior Activities EXPO. Coordinate dances and socialization activities. Coordinate the Annual Health Fair. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of attendees - EXPO N/A 434 450 Number of attendees - Dances N/A TBD 100 Number of attendees – Socialization N/A 80 60 Number of attendees – Health Fair N/A not offered 300 Productivity Number of events offered N/A 4 5 Cost Effectiveness: FTE’s Senior Service Supervisor .20 Activities Coordinator .20 Senior Services Assistant .30 HDM Coordinator .05 Total .75 The height of desert living. 254 Town of Fountain Hills Department: Community Center (Seniors) Program: Marketing and Public Relations Service Delivery Plan: Utilize various marketing means to increase awareness about the programs, activities , and events that are offered to members and the community. Activities: Submit weekly Fountain Hills Times and website updates. Create special event flyers and monthly newsletters. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of members N/A 1,198 1,233 Number of attendees N/A 21,445 22,080 Productivity Number of weekly Times updates N/A 52 52 Number of weekly website updates N/A 52 52 Number of special event flyers produced N/A 4 5 Number of monthly newsletter produced N/A 12 12 Cost Effectiveness: FTE’s Senior Services Supervisor .15 Activities Coordinator .20 HDM Coordinator .20 Total .55 The height of desert living. 255 Town of Fountain Hills Department: Fire Program: Administration Service Delivery Plan: Provide the necessary leadership and management to accomplish the organization’s mission, goals, and objectives in an effective manner. Activities: Manage budget within approved funding levels. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Number of accounts at or under budget N/A 98% 100% Productivity Number of accounts outside of R/M contract N/A 9 10 Cost Effectiveness: FTE’s Contract personnel 1.0 Total 1.0 The height of desert living. 256 Town of Fountain Hills Department: Fire Program: Building Safety/Fire Prevention Service Delivery Plan: Provide building safety evaluations and fire preventions inspections to all residential and commercial locations with the Town of Fountain Hills. Activities: Correct 100% of fire code violations found during annual commercial inspection. Review plan checks within 10 working days after receipt 100% of the time. Inspect 100% of target hazards (40 commercial and industrial) occupancies. Inspect 95% of safety surveys (220 business and assembly) occupancies. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: Fire Code violations corrected within first notice N/A Unknown 75% Plan checks turn-around within 10 business days N/A Unknown 50% Target hazards completed within 2 months N/A 100% 100% Safety surveys completed within 3 months N/A 100% 100% Productivity Fire Code violation corrections N/A 146 165 Plan review N/A 444 500 Target Hazards N/A 40 50 Safety Surveys N/A 220 220 Building Inspections N/A 445 500 Cost Effectiveness: FTE’s Contract personnel 1.0 Total 1.0 The height of desert living. 257 Town of Fountain Hills Department: Fire Program: Suppression Service Delivery Plan: Prepare, operate, and respond to emergencies which meet community expectations. Comply with National Fire Protection Agency and OSHA standards. Activities: Complete 240 hours of training for each firefighter annually. Have the first due company travel to fire and EMS incidents within five minutes 90% of the time. Have emergency events dispatched within one minute of receipt of alarm 90% of the time. Initiate response by companies within one minute of receipt of a call 90% of the time. Performance Measures: Council FY 2008-09 FY2009-10 Goal Actual Proposed Quality: 20 minimum company standards completed N/A 100% 100% Five minute emergency response N/A 90% 90% 1 minute of receipt of alarm by dispatch N/A 90% 90% Respond within 1 minute of receipt of call N/A 90% 90% Productivity Complete 240 hours of annual training N/A 100% 100% Five minute response time N/A 80% 90% Dispatch within 1 minute of receipt of alarm N/A 90% 100% Companies to respond within 1 minute of receipt of call N/A 80% 90% Cost Effectiveness: FTE’s Contract personnel 26.0 Total 26.0 The height of desert living. 258 The height of desert living. 259 Special Revenue Funds The height of desert living. 260 The Highway User Revenue Fund (HURF) (Fund 200) may only be used for street and highway purposes. The Public Art Fund (Fund 410) is funded by Developer In-Lieu contributions. The fund is used for the acquisition, installation and maintenance of public art. The Excise Tax Fund (Fund 300) is a restricted fund which may only be used for Economic Development and the repayment of Civic Center and Mountain Bonds. Revenue for this fund comes from .4% of Local Sales Tax collections that have been dedicated for this purpose. HIGHWAY USERS FUND SUMMARY FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: LTAF $111,638 $110,785 $114,716 $113,600 $113,400 Highway User $1,574,453 $1,750,100 $1,675,000 $1,763,000 $1,480,152 Charges for Svcs/In Lieu Pmts $12,802 $28,185 $25,000 $10,000 $2,000 Interest $24,009 $42,678 $45,000 $20,000 $4,993 Misc. Income $4,079 $0 $500 $1,000 $0 Transfer from General Fund $519,869 $0 $0 $0 $0 TOTAL $2,246,850 $1,931,748 $1,860,216 $1,907,600 $1,600,545 EXPENDITURES: Salaries and Benefits $589,071 $685,646 $585,392 $593,055 $607,152 Services and Supplies $15,946 $24,250 $26,465 $28,735 $0 Repairs and Maintenance $599,505 $1,648,724 $1,477,328 $350,870 $0 Supplies and Services $197,685 $206,195 $199,800 $225,290 $625,594 Capital Outlay $36,597 $80,000 $74,000 $2,000 $0 TOTAL $1,438,804 $2,644,815 $2,362,985 $1,199,950 $1,232,746 TRANSFERS Debt Retirement $130,217 $135,000 $126,300 $115,843 $136,013 Transfer to CIP $0 $0 $0 $825,000 $170,790 Transfer to VRF $0 $0 $0 $66,491 $60,996 TOTAL $130,217 $135,000 $126,300 $1,007,334 $367,799 TOTAL CURRENT EXPENDITURES $1,569,021 $2,779,815 $2,489,285 $2,207,284 $1,600,545 PUBLIC ART FUND FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: In Lieu Fees $0 $0 $0 $20,000 $2,000 TOTAL CURRENT REVENUE $0 $0 $0 $20,000 $2,000 Repairs & Maintenance $0 $0 $0 $0 $2,500 Capital Expenditures $0 $0 $0 $14,000 $0 TOTAL EXPENDITURES $0 $0 $0 $14,000 $2,500 The height of desert living. 261 The Special Revenue Fund (Fund 400) is restricted by the terms of the individual Grants or Program funds received. An example of this would be LTAF II. Local Trans- portation Assistance Fund II is distributed by the State of Arizona based on popula- tion. This revenue source supports transit uses only and has been funded solely by Powerball earnings since 2003. EXC ISE TAX FUND FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUES: Local Sales Tax Transfer $458,190 $486,877 $314,281 $295,859 $295,859 General Fund Transfer $0 $0 $0 $0 $0 TOTAL REVENUES $458,190 $486,877 $314,281 $295,859 $295,859 EXPENDITURES: SALARIES & BENEFITS: Wages $38,275 $37,465 $21,051 $38,252 $38,252 FICA $555 $544 $307 $555 $555 Unemployment Insurance $79 $42 $0 $32 $32 Employee's Health Insurance $3,422 $3,819 $1,672 $2,073 $2,073 Employee's Life Insurance $142 $132 $65 $113 $113 Employee's Dental Insurance $332 $289 $115 $203 $203 Employee's Eye Insurance $60 $60 $18 $32 $32 Worker's Compensation Insurance $181 $148 $171 $95 $95 Employee's Retirement Fund $4,210 $4,123 $2,396 $4,208 $4,208 Disability Insurance $183 $178 $105 $176 $176 TOTAL SALARIES/BENEFITS $47,439 $46,800 $25,900 $45,739 $45,739 CONTRACT SERVICES Dues/Publications $767 $1,418 $2,345 $1,995 $2,025 Training/Continuing Education $2,047 $383 $0 $4,830 $0 Meetings & Conferences $1,751 $8,087 $7,400 $530 $4,800 Meetings/Travel $442 $2,631 $1,300 $8,260 $0 Telecommunications $588 $1,178 $725 $1,500 $476 Professional Fees $31,630 $32,990 $0 $5,000 $27,500 Printing $1,794 $1,060 $0 $2,120 $20,535 Advertising/Signage $0 $27,824 $1,500 $62,830 $31,000 Community Events $0 $0 $0 $6,000 $0 Holiday Lighting $0 $0 $29,000 $38,000 $0 Office Supplies $947 $1,826 $114 $200 $600 Sales Tax Rebate $4,905 $0 $0 $0 $0 TOTAL $44,871 $77,397 $42,384 $131,265 $86,936 CAPITAL EXPENDITURES Capital Outlay $800,000 $400,860 $0 $10,000 $0 TOTAL CAPITAL EXPENDITURES $800,000 $400,860 $0 $10,000 $0 Transfe r to C IP $3,000 $250,000 TOTAL EXPENDITURES $892,310 $525,057 $68,284 $190,004 $382,675 The height of desert living. 262 The Court Enhancement Fund (Fund 420) is a restricted fund which may only be used to enhance the technological, operational and security capabilities of the Foun- tain Hills Municipal Court and to support the operation of the collection program. Revenues are derived from Court Fees and Bond Forfeitures. SPECIAL REVENUE FUND FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: FEMA $50,000 $0 $48,600 $0 $0 Proposition 202 $0 $0 $185,000 $0 $150,000 LTAF Revenue $68,125 $0 $40,030 $0 $40,000 Construction Grants $2,075,847 $2,318,000 Other Grants $47,797 $0 $68,850 TOTAL CURRENT REVENUE $118,125 $0 $321,427 $2,075,847 $2,576,850 EXPENDITURES: FEMA $50,000 $0 $52,015 $0 $0 Proposition 202 Contracts $0 $0 $185,000 $0 $150,000 LTAF-RPTA $68,125 $0 $62,200 $0 $0 Transfer to VRF $33,500 $0 Transfer to CIP $22,212 $2,023,222 $2,318,000 Transfer to General Fund $19,125 $108,850 TOTAL EXPENDITURES & TRANSFERS $118,125 $0 $321,427 $2,075,847 $2,576,850 COURT ENHANCEMENT FUND FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: Court Enhancement Fund $24,287 $23,041 $18,500 $23,300 $15,500 Interest $4,834 $4,000 $4,700 $1,500 TOTAL REVENUE $24,287 $27,875 $22,500 $28,000 $17,000 Salary and Benefits $0 $0 $0 $0 $0 Repairs & Maintenance $0 $4,288 $0 $35,000 $3,100 Supplies & Services $0 $0 $0 $10,000 $5,000 Capital Expenditures $54,316 $0 $8,250 $45,000 $41,900 TOTAL EXPENDITURES $54,316 $4,288 $8,250 $90,000 $50,000 The height of desert living. 263 Debt Services Funds The height of desert living. 264 Debt Service Funds The Debt Service Funds provide for the payment of interest, principal, and related costs on General Obligation (GO) Bonds, Highway User Revenue Fund bonds and Municipal Property Corporation (MPC) Revenue bonds. There are three General Obligation bond issues outstanding that were approved by the voters for specific purposes: The first GO bond issue in 1991 (refunded in 1995) was to pave roads that remained unpaved at the time of incorporation. Additional GO bonds issued in 1999 and 2000 were for the construction of a library/ museum and community center. Bonds issued in 2001 were for the purchase of mountain preserve land in the McDowell mountains. Total General Obligation bond principal and interest payments for fiscal year 2009-10 are $1,340,364 and will be paid through a levy of Town property. GENERAL OBLIGATION DEBT SERVICE FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: Property Tax Revenue: Secondary Property Tax $1,325,581 $1,232,781 $1,330,000 $1,400,000 $1,400,000 Interest Earnings $30,407 $25,786 $800 $1,500 $1,500 TOTAL REVENUES $1,355,988 $1,258,567 $1,330,800 $1,401,500 $1,401,500 EXPENDITURES: General Obligation Bonds: Bond Payment - GO $281,870 $0 $0 $0 $0 Bond Payment - Lakeside $87,800 $0 $0 $0 $0 Bond Payment - Library/Museum $304,750 $0 $0 $0 $0 Bond Payment - Mtn Bonds GO $330,000 $0 $0 $0 $0 Refunded Bonds-Principal $515,000 $1,360,294 $1,389,596 $1,188,057 $1,188,057 Refunded Bonds-Interest $0 $0 $0 $148,057 $148,057 Trustee, Admin and Report Fees $4,250 $4,250 $4,250 $4,250 $4,250 TOTAL EXPENDITURES $1,523,670 $1,364,544 $1,393,846 $1,340,364 $1,340,364 The height of desert living. 265 The Highway User Revenue Fund (HURF) Bond principal and interest payment is $136,413 for fiscal year 2009-10 and will be paid from HURF revenues received during the year. The Eagle Mountain Community Facilities District debt payments are levied on the property owners within the district. These obligations are paid by the Fountain Hills’ property owners using secondary property taxes, less any credits, carry-forward and/or interest earnings. Below is the schedule of Debt Service payments required for next fiscal year, including a breakdown of the debt service payments for FY09-10. The annual property tax levy is based on the total amount required for the payment (with adjustments for carry-forward, delinquencies, etc.) divided by the total assessed valuation for the Town of Fountain Hills. The Town’s secondary assessed property valuation for fiscal year 2009-10 is estimated to be $651,218,464 for the upcoming year and the estimated levy is $0.2273 per $100 of assessed value. The levy is 10% higher than last year as a result of the decrease in the Town’s assessed value. The Municipal Property Corporation owns the land and buildings purchased through bond proceeds (McDowell Mountain preserve, Community Center and Town Hall). The REVENUE BOND DEBT SERVICE FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: Transfer from HURF Fund $110,000 $134,137 $126,300 $115,843 $136,413 TOTAL REVENUES $110,000 $134,137 $126,300 $115,843 $136,413 EXPENDITURES: Bond Payment - Principal $109,483 $130,743 $125,793 $110,422 $130,000 Bond Payment - Interest $0 $0 $0 $5,421 $6,413 TOTAL EXPENDITURES $109,483 $130,743 $125,793 $115,843 $136,413 EAGLE MTN C O M FAC ILITIES DISTRIC T FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUE: Property Tax Revenue $366,683 $194,274 $340,000 $375,000 $388,500 Town of Fountain Hills Reimbursement $50,000 $0 $0 $0 $0 Investment Earnings $20,671 $9,183 $4,000 $4,000 $600 TOTAL REVENUES $437,354 $203,457 $344,000 $379,000 $389,100 EXPENDITURES: Debt Service $577,145 $331,659 $350,235 $368,760 $381,410 Administrative Fees $6,600 $6,600 $6,600 $6,600 $6,690 Trustee Fees $5,000 $1,000 $1,000 $1,000 $1,000 TOTAL EXPENDITURES $588,745 $339,259 $357,835 $376,360 $389,100 The height of desert living. 266 annual debt payment on the bonds is paid for with proceeds from the dedicated portion of the local sales tax and is included as a transfer from the Excise Sales Tax. The debt payment for the Community Center will be transferred from the General Fund and is included within the Community Center budget. Any fund balance in this fund may be used only to retire the debt on the bonds. When the bonds are retired any assets owned by the MPC are turned over to the Town. MUNICIPAL PROP CORP FY 2005-2006 FY 2006-2007 FY 2007-2008 FY 2008-2009 FY 2009-2010 Actual Actual Actual Budget Proposed REVENUES: Excise Tax Transfers (.2%) $843,492 $832,576 $628,562 $591,718 $594,480 Excise Tax Transfers (.1%) $421,746 $448,673 $314,281 $295,859 $297,240 Transfer from Community Center $387,000 $387,000 $387,000 $387,000 $387,000 Interest $34,658 $45,619 $40,000 $30,000 $4,458 TOTAL REVENUES $1,686,896 $1,713,868 $1,369,843 $1,304,577 $1,283,178 EXPENDITURES: MPC Debt Service Mountain Bond Payment (.2%) $595,000 $416,818 $415,005 $0 $0 Civic Center Phase II Bonds (.1%) $246,637 $266,438 $298,338 $0 $0 MPC - Community Center $387,000 $239,169 $255,419 $0 $0 Refunded Bonds $0 $265,924 $320,412 $0 $0 Principal $0 $0 $0 $885,000 $985,000 Interest $0 $0 $0 $452,486 $416,886 Admin Fee $0 $0 $0 $0 $7,000 TOTAL EXPENDITURES $1,228,637 $1,188,348 $1,289,173 $1,337,486 $1,408,886 The height of desert living. 267 The Summary/Schedules section includes an itemization of the outstanding debt as of June 30, 2009 OUTSTANDING DEBT SCHEDULE Bond Purpose Date of Interest Date of Original Principal Principal Amount Outstanding Type of Issue Bond Issue Rate Maturity Amount Amount Retired Refunded Principal GO Refunding 11/1/1995 5.3 7/1/2010 $2,455,000 $1,200,000 $1,255,000 $0 GO Library/Museum 6/1/2000 5.5 7/1/2014 $3,700,000 $2,025,000 $1,675,000 $0 GO Land Acq-Lake 8/1/1999 5.1 7/1/2014 $1,400,000 $800,000 $500,000 $100,000 GO Mtn. Bonds 12/1/2001 4.9 7/1/2020 $6,000,000 $1,975,000 $3,425,000 $600,000 GO Refunding 6/1/2005 4 7/1/2019 $7,225,000 $1,395,000 $0 $5,830,000 TOTAL $24,310,000 $8,470,000 $9,310,000 $6,530,000 Rev Refunding 8/1/1998 4.63 7/1/2010 $1,075,000 $940,000 $0 $135,000 Rev Comm. Center 7/1/2000 5.4 7/1/2020 $4,680,000 $1,525,000 $2,475,000 $680,000 Rev Mtn. Bonds 12/1/2001 4.7 7/1/2021 $7,750,000 $2,365,000 $3,910,000 $1,475,000 Rev Civic Center 12/1/2004 4.5 7/1/2019 $3,645,000 $795,000 $0 $2,850,000 Rev Refunding 6/1/2005 4.15 7/1/2019 $5,330,000 $430,000 $0 $4,900,000 TOTAL $23,680,000 $5,825,000 $7,385,000 $10,040,000 SA Eagle Mtn-A 6/1/1996 6.5 7/1/2021 $4,435,000 $410,000 $4,025,000 $0 SA Eagle Mtn-B 6/1/1996 7.25 7/1/2021 $470,000 $40,000 $430,000 $0 SA Eagle Mtn 7/12/2005 3.95 7/1/2021 $4,555,000 $695,000 $0 $3,860,000 SA Improvmnts 6/16/1999 5.25 7/1/2009 $32,276 $32,276 $0 $0 TOTAL $9,492,276 $1,177,276 $4,455,000 $3,860,000 GRAND TOTAL $57,482,276 $15,472,276 $21,150,000 $20,430,000 The height of desert living. 268 TOWN OF FOUNTAIN HILLS, ARIZONA Summary of Tax Levy and Tax Rate Information Fiscal Year 2009-10 2008-09 2009-10 FISCAL YEAR FISCAL YEAR 1.Maximum allowable primary property tax levy A.R.S. §42-17051(A). $ 0 $ 0 2.Amount received from primary property taxation in the fiscal year 2007-08 in excess of the sum of that year's maximum allowable primary property tax levy. A.R.S. §42-17102(A)(18). $ 0 0 3. Property tax levy amounts A. Primary property taxes $ 0 $ 0 B. Secondary property taxes 1,400,000 1,400,000 C. Total property tax levy amounts $ 1,400,000 $ 1,400,000 4. Property taxes collected* A. Primary property taxes (1) 2008-09 levy $ 0 0 (2) Prior years’ levy 0 0 (3) Total primary property taxes $ 0 0 B. Secondary property taxes (1) 2008-09 levy $ 1,330,000 1,400,000 (2) Prior years’ levy $ 0 0 (3) Total secondary property taxes $ 1,330,000 1,400,000 C. Total property taxes collected $ 1,330,000 1,400,000 5. Property tax rates A. Town tax rate (1) Primary property tax rate 0.0000 0.0000 (2) Secondary property tax rate (estimate) 0.1972 0.2173 (3) Total city/town tax rate 0.1972 0.2173 B. Special assessment district tax rates Secondary property tax rates - As of the date the proposed budget was prepared, the town was operating two (2) special assessment districts for which secondary property taxes are levied. For information pertaining to these special assessment districts and their tax rates, please contact the town. *Includes actual property taxes collected as of the date the proposed budget was prepared plus estimated property tax collections for the remainder of the fiscal year. The height of desert living. 269 Capital Improvement Projects The height of desert living. 270 Capital Improvement Program (CIP) Policy and Procedures Objective To provide a policy and procedures for the development, approval, and implementa- tion of the Town of Fountain Hills’ five (5) year and twenty (20) year Capital Im- provement Programs (CIP). Scope This policy applies to all projects undertaken by the Town of Fountain Hills that meet the definition of a capital improvement project detailed in the definitions section. Policy The purpose of the Capital Improvement Program is to provide an authoritative deci- sion-making process for the evaluation, selection, and multi-year scheduling of public physical improvements based on a projection of available fiscal resources and the community's priorities. The objectives of the program are to: a) ensure the timely repair, replacement and expansion of the Town’s infra- structure; b) serve as a link in the Town’s planning between the Town’s strategic plan and all subsidiary plans with a 10-20 year horizon and the annual budget process with a one-year horizon; c) maintain control over the Town’s long-term cash flow in relation to the Town's financial capacity; and d) ensure efficient, effective and coordinated capital improvement. Definitions The following words when used in connection with this policy shall have the following meanings: CAPITAL IMPROVEMENT PROGRAM: A multi-year planning document that is the prod- uct of a systematic evaluation of capital projects. This plan serves as a guide for the efficient and effective construction and maintenance of public facilities, outlining a detailed timeline and financing schedule of capital projects for a five (5) year period of time and a summary schedule of capital projects for a twenty (20) year period. CAPITAL IMPROVEMENT PROJECT: A capital project is a heavy equipment acquisition, a computer/software systems acquisition, or a public improvement that involves con- struction of new infrastructure, additions to existing structures, renovation of exist- ing structures, and major repairs to infrastructure of a comprehensive and non- routine nature. A capital project is defined in financial terms as a project with a pro- jected final cost of at least $50,000 and is a non-recurring expense. The height of desert living. 271 In addition, the capital asset(s) resulting from the project should have a useful life of at least 10 years. Studies, design and engineering fees greater than $10,000 which are preparatory to a capital project with a projected final cost of at least $50,000 should be included as part of the capital project cost. INFRASTRUCTURE IMPROVEMENT PLAN (IIP): A written plan that individually or col- lectively identifies each public service that is proposed to be the subject of a devel- opment fee. The Town of Fountain Hills’ IIP is incorporated as part of the Town CIP and follows the same timeline and procedure. PROCESS A. Schedule: Annually, the CIP Coordinator and Finance Director will submit a proposed CIP development calendar to the Town Manager for review. Based on this calendar, the CIP Coordinator will initiate a request to the Management Team for submission of updates, revisions and new projects for the five (5) year Capital Improvement Program. A further, but less detailed, review of the twenty (20) year plan will also be conducted. B. Format: The Management Team will utilize the previous year's approved CIP as a base for developing recommended additions, deletions, or changes for incorporation in the updated CIP for the ensuing year. The Management Team will utilize the standard format provided to submit new projects or pro- pose revisions to existing projects. All new projects will also include a compre- hensive estimate of the impact of the new project on the Town's annual oper- ating budget; e.g., salaries and benefits, supplies, utilities, fuel, maintenance requirements, etc. C. Finance Review: The Finance Director will assist the CIP Coordinator as necessary in all facets of Capital Improvement Program development and re- view including production of revenue estimates and estimated growth in as- sessed valuation as well as overall financial analysis of the proposed program. Additional assistance may be requested to help produce draft documents, etc. D. Town Manager Review: The CIP Coordinator will provide a copy of the pro- posed CIP document to the Finance Director and Town Manager for review and comment prior to distribution of the CIP document to the Town Council as part of the budget package. E. Public Hearing: The proposed CIP will be considered at a public hearing convened by the Town Council to accept comments and input from the public on the content of the Plan. Notice of said public hearing date, place, and time will be made at least 60 days in advance of the scheduled hearing. Copies of the proposed CIP will be made available to the public at least 30 days prior to the scheduled hearing date and at the hearing itself. The height of desert living. 272 F. Town Council Approval: The final draft of the proposed CIP will be submit- ted as an agenda item for formal approval by the Town Council at the first Council Meeting in June. G. Distribution: A copy of the approved CIP document will be published on the Town’s website. H. Implementation: Upon adoption of the CIP, projects included within the ap- plicable budget year may be implemented by the appropriate Management Team member in compliance with the Town’s Purchasing Policy, Special Bene- fit District, or applicable procedure. I. Amendments: The adopted CIP may be amended upon approval of the Town Council. Examples of amendments include cost increases for approved projects, the acceleration of projects to the applicable budget year from a fu- ture year, and the addition of projects not previously included in the CIP. An amendment to the CIP will be submitted to the Town Manager for ap- proval. Upon approval, the amendment should be prepared as an agenda item for formal approval by the Town Council at a regular or special call meet- ing. Upon approval, a copy of the amended CIP document will be published on the Town’s website. PROCEDURE: A.Form: The form listed as Attachment A shall be utilized to request inclusion of a project in the Capital Improvement Plan. B. Funding Prioritization: As part of the project submittal process, Manage- ment Team members shall identify project priorities to help determine which projects are recommended for inclusion in the five-year CIP. The initial measure of the project’s priority is first established using the follow- ing factors: HIGH Project protects the health and safety of the Town, its residents, visi- tors and employees Project is mandated by local, State or Federal regulations Project is a high priority of the Town Council, based on the most cur- rent Strategic Plan or other subsidiary plans Project prevents irreparable damage to existing facilities Project leverages local funding with other non-local funding sources Project finishes a partially completed project The height of desert living. 273 MEDIUM Project maintains existing service levels Project provides for the maintenance of existing systems and equip- ment Project results in increased efficiency Project reduces operational costs Project significantly reduces losses in revenue or provides for significant increased revenues LOW Project provides an expanded level of service or new public facility not included in the Town Council’s priorities Project is deferrable Project uses debt financing C. Funding Sources: The primary funding sources for the CIP are the General Fund, Grants, Development Fees, Excise Taxes, HURF, Bonded Indebtedness, Capital Leases and Capital Project funds. All potential projects must identify the proposed sources of funding before submission of the CIP request. Projects that are funded by Development Fees must also identify the relation- ship between the IIP project and the Development fee from which it is funded in the justification section of the CIP Form. D. Project Schedule: Each Project Manager shall provide a preliminary sched- ule which shall detail the various phases involved in the project and their starting and ending dates. It is the responsibility of the Project Manager to maintain this schedule or to provide schedule updates to the CIP Coordinator on at least a quarterly basis. RESPONSIBILITY FOR ENFORCEMENT: The Town Manager, Finance Director and CIP Coordinator will be responsible for en- suring that this policy is followed and/or updated as necessary. The height of desert living. 274 PROJFY09-10 FY10-11 FY11-12FY12-13 FY13-14 TOTALNO PROJECT TITLE DOWNTOWN IMPROVEMENTSE8005 Avenue of the Fountains Improvements, Phase III $0 $0 $0 $4,122,285 $4,122,285 $8,244,570E8006 Town Square AOTF Improvements $250,000 $250,000 $250,000 $250,000 $0 $1,000,000TOTAL $250,000 $250,000 $250,000$4,372,285 $4,122,285 $9,244,570OPEN SPACE PROJECTSO7002 Adero Canyon Trailhead $0 $0 $0 $1,627,400 $1,084,900 $2,712,300O7004 FH McDowell Mtn Preserve Access $0 $0 $0 $0 $0 $0TOTAL $0 $0 $0 $1,627,400 $1,084,900 $2,712,300STREET/SIDEWALK PROJECTSS6001 Shea Blvd Climbing Lane $2,704,378 $0 $0 $0 0 $2,704,378S6003 Unpaved Alley Paving Projects $135,000 $135,000 $280,000 $160,000 $0 $710,000S6005 Shea Blvd Widening$1,600,000 $1,600,000 $0 $0 $0 $3,200,000S6006 Fountain Hills Blvd Sidewalk $338,300 $0 $0 $0 $0 $338,300S6007 Annual Sidewalk Program$342,000 $292,263 $291,014 $289,710 $320,000 $1,534,987S6008 Annual Pavement Management$456,000 $515,000 $623,000 $930,000 $1,625,000 $4,149,000S6009 Downtown Sidewalk Program $26,543 $27,737 $28,986 $30,290 $31,653 $145,209S6010 Saguaro Blvd Mill & Overlay $4,500,000 $0 $0 $0 $0 $4,500,000S6011 La Montana Medians $0 $0 $0 $0 $0 $0S6012 Palisades & Vista Intersection Reconfiguration $0 $0 $0 $0 $0 $0S6013 Palisades & Sunburst Intersection Reconfiguration $0 $0 $0 $345,000 $0 $345,000S6014 Turn lanes-Palisades at F H Blvd $0 $0 $0 $0 $0 $0S6015 Fountain Hills Blvd Widening $0 $0 $0 $0 $0 $0S6016 Medians-FH Blvd $0 $0 $0 $0 $0 $0S6017 Intersection reconfig-Saguaro & Trevino $0 $0 $0 $0 $0 $0S6018 Saguaro/Monterey Right Turn Improvements $0 $0 $0 $0 $0 $0S6019 Saguaro Blvd Service Road Elimination $0 $0 $123,200 $747,500 $0 $870,700S6020 Intersection Improvement-Verde River & AOTF $0 $0 $0 $0 $0 $0 The height of desert living. 275 PROJFY09-10 FY10-11 FY11-12 FY12-13 FY13-14 TOTALNO PROJECT TITLES6021 Medians-Saguaro & Grande $0 $0 $0 $0 $0 $0S6022 Medians-Saguaro & F H Blvd $0 $0 $0 $0 $0 $0S6023 Shea/Saguaro Blvd $0 $0 $0 $0 $0 $0S6024 Shea/Saguaro Blvd $0 $0 $0 $0 $0 $0S6046 Fountain Hills Blvd Sidewalk $0 $100,000 $107,500 $1,537,000 $0 $1,744,500S6047 Shea Blvd Sidewalk $0 $0 $55,000 $198,000 $0 $253,000S6050 Shea Blvd Bike lane $75,000 $0 $0 $0 $0 $75,000S6051 Ave of the Fountains/La Montana Ped Movement $0 $0 $0$110,000 $650,000 $760,000S6052 Shea/Palisades Traffic Volume Improvements $0 $0 $0 $0 $0 $0L1002 Median Landscape-Palisades $0 $0 $180,200 $327,000 $0 $507,200TOTAL$10,177,221 $2,670,000 $1,688,900 $4,674,500 $2,626,653 $21,837,274TRAFFIC SIGNALST5003 Traffic Signal-Palisades & Sunridge $0 $0 $0 $0 $0 $0T5004 Traffic Signal-AOTF & Saguaro $0 $0 $200,000 $285,000 $0 $485,000T5005 Traffic Signal-Palisades & Eagle Ridge/Palomino $0 $0 $0 $40,000 $490,000 $530,000T5006 Traffic Signal-FHB and Glenbrook $0 $0 $0 $0 $40,000 $40,000T5007 Traffic Signal-Saguaro & Panorama $0 $0 $0 $56,000 $532,500 $588,500T5008 Traffic Signal-Palisades & LaMontana $0 $0 $0 $0 $0 $0T5009 Traffic Signal Upgrades $142,400 $148,800 $155,000 $0 $0 $446,200T5010 Intelligent Transportation System (ITS) $0 $0 $0 $0 $0 $0T5011 Traffic Signal-Palisades & Saguaro upgrade $0 $0 $0 $0$40,000 $40,000T5012 Traffic Signal-FHB and Saguaro $0 $0 $0 $0 $0 $0T5013 Traffic Signal-Palisades & Golden Eagle $0 $0 $0 $0 $0 $0T5014 Traffic Signal-Golden Eagle & Sierra Madre $0 $0 $0 $0 $0 $0TOTAL$142,400 $148,800 $355,000 $381,000 $1,102,500 $2,129,700STORMWATER MGMT/DRAINAGE PROJECTSD6026 Drainage-Saguaro Blvd $0 $0 $0 $0 $0 $0D6027 Drainage-Del Cambre $86,000 $0 $0 $0 $0 $86,000D6028 Drainage-FHB/Oxford Wash $0 $0 $0 $0 $0 $0D6029 Drainage-Firebrick/Laser $0 $0 $0 $0 $0 $0 The height of desert living. 276 PROJFY09-10 FY10-11 FY11-12FY12-13 FY13-14 TOTALNO PROJECT TITLE D6030 Drainage-Ashbrook Wash Crossing $0 $0 $0 $250,700 $1,243,100 $1,493,800D6031 Drainage-Balboa Wash Crossing/FHB $0 $0 $0 $30,200 $237,900 $268,100D6032 Drainage-Hesperus Wash Crossing $0 $0 $0 $0 $0 $0D6033 Drainage-Oxbow Wash Crossing $0 $0 $0 $0 $0 $0D6034 Drainage-Oxford Wash Crossing $0 $0 $0 $0 $0 $0D6035 Drainage-Arrow Wash Crossing $0 $0 $0 $0 $0 $0D6036 Drainage-Colony Wash Crossing $0 $0 $0 $0 $0 $0D6037 Drainage-Fountain Channel Crossing $0 $0 $0 $0 $0 $0D6038 Drainage-Ironwood Wash Crossing $0 $0 $0 $0 $0 $0D6039 Drainage-Malta Wash Crossing $0 $0 $0 $0 $0 $0D6040 Drainage-Emerald Wash Crossing $0 $0 $0 $0 $0 $0D6041 Drainage-Kingstree Wash Crossing $0 $0 $0 $0 $0 $0D6042 Drainage-Cypress Point Wash Crossing $0 $0 $0 $0 $0 $0D6043 Drainage-Jacklin Wash Crossing $0 $0 $0 $0 $0 $0D6044 Drainage-Escalante Wash Crossing $0 $0 $0 $0 $0 $0D6045 Drainage-Legend Wash Crossing $0 $0 $0 $0 $0 $0TOTAL $86,000 $0 $0 $280,900 $1,481,000 $1,847,900PARK & RECREATION PROJECTSP3008 Four Peaks Park, Phase II & III $0 $0 $0 $0 $0 $0P3011 Fountain Park, Phase VI $0 $683,400 $683,400 $0 $0 $1,366,800P3013 Neighborhood Park-Ellman $0 $0 $0 $0 $3,953,250 $3,953,250P3014 Community Park-Ellman Property $0 $0 $0 $9,700,000 $17,900,000 $27,600,000P3016 Neighborhood Park-Adero $0 $0 $0 $0 $0 $0P3017 Kiwanis Park Improvements $0 $0 $0 $0 $0 $0P3019 Joint Use Park-High School site $0 $0 $0 $694,900 $0 $694,900P3020 Joint Use Park- McDowell Elem $0 $0 $0 $0 $661,100 $661,100TOTAL $0 $683,400 $683,400 $10,394,900 $22,514,350 $34,276,050 The height of desert living. 277 PROJFY09-10 FY10-11 FY11-12FY12-13 FY13-14 TOTALNO PROJECT TITLE GENERAL GOVERNMENT PROJECTSF4001 Civic Center Phase II $0 $0 $0 $0 $0 $0F4002 Street Maintenance Facility Improvements $0 $0 $130,000 $733,000 $0 $863,000F4004 Senior Center $0 $0 $0 $0 $0 $0F4007 Document Preparation/Reproduction Equip $0 $0 $0 $0 $0 $0F4009 Downtown Parking Garage $0 $0 $0 $0 $0 $0F4010 Public Aquatic and Sports Facility $0 $0 $0 $0 $0 $0F4011 Municipal Government Software $100,000 $0 $0 $0 $0 $100,000TOTAL $100,000 $0 $130,000 $733,000 $0 $963,000FIRE & EMERGENCY PROJECTSF4005 Fire Station 2 Relocation $1,456,103 $0 $0 $0 $0 $1,456,103F4013 Fire Station Construction (Eagles Nest) $0 $0 $0 $0 $0 $0F4014 Fire Station Vehicles & Equipment $0 $0 $0 $0 $0 $0F4015 Fire Station 1 Renovation $0 $0 $0 $0 $150,000 $150,000F4019 EOP Center $80,000 $0 $0 $0 $0 $80,000TOTAL $1,536,103 $0 $0 $0 $150,000 $1,686,103LAW ENFORCEMENT PROJECTSF4005 Police Facility Construction/Expansion $0 $0 $0 $0 $0 $0F4018 Police Facility Vehicles & Equipment $0 $0 $0 $0 $0 $0TOTAL $0 $0 $0 $0 $0 $0LIBRARY, ART & MUSEUM PROJECTSF4012 Library Event Circle $0 $250,000 $0 $0 $0 $250,000F4016 Library Expansion $0 $0 $0 $0 $0 $0F4017 Museum Expansion/Renovation $0 $0 $0 $0 $0 $0 The height of desert living. 278 PROJFY09-10 FY10-11 FY11-12 FY12-13 FY13-14 TOTALNO PROJECT TITLEF4018 Performing Arts Building $0 $0 $0 $0 $0 $0TOTAL $0 $250,000 $0 $0 $0 $250,000VEHICLE REPLACEMENT PROGRAMVehicle Replacement Per Schedule $0$109,184 $227,527 $435,891 $309,695$1,082,297TOTAL $0 $109,184 $227,527 $435,891 $309,695 $1,082,297Contingency $433,710 $143,898 $116,719 $800,313 $1,169,881 $2,661,022TOTAL CAPITAL PROJECTS $12,725,434 $4,255,282 $3,451,546 $23,666,389 $34,595,064 $78,690,216 The height of desert living. 279 PROJ PROJECT TITLEFY2009-10 General Fund Excise Tax Developer Fees HURF Grants Capital Projects Voter Approved Stimulus TotalNODowntown Streets Fund Bonds PackageDOWNTOWN IMPROVEMENTSTotals Town Square AOTF Improvements $250,000 $0 $250,000 $0 $0 $0 $0 $0 $0 $250,000TOTAL $250,000 $0 $250,000 $0 $0 $0 $0 $0 $0 $250,000STREET PROJECTSS6001 Shea Blvd Climbing Lane $2,704,378 $0 $0 $0 $0 $1,076,000 $546,764 $0 $1,081,614 $2,704,378S6003 Unpaved Alley Paving Projects $135,000 $0 $0 $0 $0 $0 $135,000 $0 $0 $135,000S6005 Shea Blvd Widening $1,600,000 $0 $0 $0 $0 $1,120,000 $480,000 $0 $0 $1,600,000S6006 Fountain Hills Blvd Sidewalk $338,300 $0$0 $0 $0 $50,000 $288,300 $0 $0 $338,300S6007 Annual Sidewalk Program$342,000 $0 $0 $0 $0 $0 $342,000 $0 $0 $342,000S6008 Annual Pavement Management$456,000 $0 $0 $0 $170,790 $0 $285,210 $0 $0 $456,000S6009 Downtown Sidewalk Program $26,543 $0 $0 $0 $0 $0 $26,543 $0 $0 $26,543S6010 Saguaro Blvd Mill & Overlay $4,500,000 $0 $0 $0 $0 $0 $0 $4,500,000 $0 $4,500,000S6050 Shea Blvd Bike lane $75,000 $0 $0 $0 $0 $0 $75,000 $0 $0 $75,000TOTAL $10,177,221 $0 $0 $170,790 $2,246,000 $2,178,817 $4,500,000 $1,081,614 $10,177,221T5009 Traffic Signal Upgrades $142,400 $0 $0 $142,400 $0 $0 $0 $0 $0 $142,400TOTAL $142,400 $0 $0 $142,400 $0 $0 $0 $0 $0 $142,400 The height of desert living. 280 PROJ PROJECT TITLEFY2009-10 General Fund Excise Tax Developer Fees HURF Grants Capital Projects Voter Approved Stimulus TotalNODowntown Streets Fund Bonds PackageSTORMWATER MGMT/DRAINAGE PROJECTSD6027 Drainage-Del Cambre $86,000 $0 $0 $0 $0 $0 $86,000 $0 $0 $86,000TOTAL $86,000 $0 $0 $0 $0 $0 $86,000 $0 $0 $86,000GENERAL GOVERNMENT PROJECTSF4011 Municipal Government Software $100,000 $100,000 $0 $0 $0 $0 $0 $0 $0 $100,000TOTAL $100,000 $100,000 $0 $0 $0 $0 $0 $0 $0 $100,000FIRE & EMERGENCY PROJECTSF4005 Fire Station 2 Relocation $1,456,103 $0 $0 $0 $0 $0 $0 $0 $1,456,103 $1,456,103F4019 EOP Center $80,000 $0 $0 $0 $0 $72,000 $8,000 $0 $80,000TOTAL $1,536,103 $0 $0 $0 $0 $72,000 $8,000 $0 $1,456,103 $1,536,103TOTAL CAPITAL PROJECTS $12,291,724 $100,000 $250,000 $142,400 $170,790 $2,318,000 $2,272,817 $4,500,000 $2,537,717 $12,291,724Contingency $433,710$433,710 $433,710TOTAL $12,725,434 $100,000 $250,000 $142,400 $170,790 $2,318,000 $2,706,527 $4,500,000 $2,537,717 $12,725,434 The height of desert living. 281 PROJECT TITLE: PROJECT DESCRIPTION: Town Square Avenue of the Fountains Improvement DEPARTMENT: Adminsitration PROJECT MANAGER: Lori Gary PROJECT NUMBER: E8006 FUNDING PRIORITY: High-Town Council Priority FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Excise Tax $250,000 $250,000 $250,000 $250,000 Impact on Operating Budget $2,000 $2,000 $2,000 $2,000 PROJECT SCHEDULE: STARTING DATE ENDING DATE CONSTRUCTION: 1.1.2010 6.30.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION This project will reimburse the developer up to $1,000,000 for construction of the Town approved streetscape/sidewalks on the south side of Avenue of the Fountains from the Town Hall property to Saguaro Boulevard. The reimbursement was agreed to in a Town Council approved development agreement. The height of desert living. 282 JUSTIFICATION: In FY 2005/2006 and FY 2006/2007, the Town completed Phases I and II of the "Avenue of the Fountains Enhancement Project." Phase I included design of the entire project, and construction of the streetscape / sidewalks on the north side of the Avenue. Phase II included construction of the streetscape / sidewalks on the south side of the Avenue in front of Town Hall. This project will continue the "Avenue of the Fountains Enhancement Project" from the Town Hall property to Saguaro Boulevard in the form of a reimbursement up to $1,000,000 to the developer of the 12.66 acres fronting the Avenue. The Town Council passed and adopted a Development Agreement in October 2008, which outlined the reimbursements and the conditions to the reimbursement. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 283 PROJECT TITLE: PROJECT DESCRIPTION: Shea Blvd. Climbing Lane DEPARTMENT: Public Works PROJECT MANAGER: Randy Harrel PROJECT NUMBER: S6001 FUNDING PRIORITY: High-Finishes a partially completed project FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Grant 1,176,000 Capital Projects Fund 546,764 Other 1,081,614 Impact on Operating Budget $3,000 $3,090 $3,183 $3,278 $3,376 PROJECT SCHEDULE: STARTING DATE ENDING DATE ENGINEERING: 10.1.2008 5.4.2009 CONSTRUCTION 7.13.2009 2.7.2011 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Widen the north side of Shea Boulevard between Palisades Bouelvard and Fountain Hills Boulevard. Add an additional third westbound lane, bicycle lane, curb & gutter, sidewalk and appurtenances. The design of the project began in fiscal year 06-07 and continues through fiscal year 07-08 and FY 08-09.Construction is expected to begin in fiscal year 09-10 and be completed in February, 2011. The height of desert living. 284 JUSTIFICATION: In 2001, the Town applied for a grant to construct the Shea Boulevard Improvements and was awarded a Surface Transportation Project-Maricopa Association of Governments (STP-MAG) grant in the amount of $1,076,000. ADOT directly pays construction related costs of the project up to the Grant amount, so the Town does not see these costs in the project budget, nor does the Town recognize the Grant revenue.This section of Shea Boulevard, between Fountain Hills Boulevard and Palisades Boulevard, has a long steep westbound uphill grade (maximum grade of 5%-6% for 2200'). The steep uphill grade forces many large, heavily loaded trucks to slow and use lower gears. Additionally, traffic signals at Fountain Hills Boulevard (at the start of the hill) and at Palisades Boulevard (near the top of the hill) accentuate the truck climbing problems.Mile long holiday weekend backups caused by vacationers returning to the Valley (Sunday or Monday p.m.) have been common on this road segment.Shea Boulevard is also a popular bicycle route (Maricopa Association of Governments Route 62) for the experienced well-conditioned athlete. However, its long length of steep grade also forces bicyclists to a low speed, creating excess hazards with slow bicyclists, large slow trucks, and fast moving cars.The 2006 weekday traffic volume along Shea Boulevard averaged 24,400 vehicles per day (vpd). By 2030, MAG projects Shea Boulevard will carry in excess of 39,000 vpd. ADOT projects that the capacity of a 4-lane street is only 35, 000 vpd, therefore, the capacity of Shea Boulevard will be exceeded in the future. The Town will deposit its portion of the costs ($546,764) with ADOT in FY 09-10 and ADOT will combine the Town portion with the grant of $1,076,000 and stimulus money of $1,081,614 and pay all invoices to the contractors, inspectors, etc. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 285 PROJECT TITLE: PROJECT DESCRIPTION: Unpaved Alley Paving Project DEPARTMENT: Public Works PROJECT MANAGER: Tom Ward PROJECT NUMBER: S6003 FUNDING PRIORITY: High-Federal, State or Local Mandate FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $135,000 $135,000 $280,000 $160,000 Impact on Operating Fund $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE CONSTRUCTION 9.7.2009 6.24.2013 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION This project involves paving a number of unpaved alleys throughout the Town. The paving project is divided into 5 different phasesPhase I is 1400 l.f. from Panorama to Colony.Phase II is 870 l.f. from Tower to Panorama.Phase III is 890 l.f. from Panorama to Enterprise.Phase IV is 1150 l.f. adjacent to Colony Wash and 770 l.f. from Fountain Hills Boulevard to Glenbrook Blvd.Phase V is 635 l.f. from Desert Vista to Saxon Drive and 410 l.f. from Tioga south and east of Panorama. The height of desert living. 286 JUSTIFICATION: Maricopa County is concerned about the air pollution in the Valley and outlying areas. Part of the problem involves particulate matter in the air. In order to reduce this air pollution, the State of Arizona is requiring that all unpaved alleys be stabilized or paved. By creating an IGA with MAG, the Town of Fountain Hills Council was required to comply with this state law. The Town is performing the design in-house and will have the construction performed by the Town Job Order Contractor or other delivery methods. The Town Council has committed to paving all the unpaved alleys within the next 5 years.The project has allocated $5,000 in construction costs for each project for construction staking. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 287 PROJECT TITLE: PROJECT DESCRIPTION: Shea Boulevard Widening DEPARTMENT: Public Works PROJECT MANAGER: Randy Harrel PROJECT NUMBER: S6005 FUNDING PRIORITY: High-Leverages local funds FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $1,600,000 $1,600,000 Impact on Operating Budget $1,500 $1,545 $1,591 $1,639 $1,688 PROJECT SCHEDULE: STARTING DATE ENDING DATE ENGINEERING: 4.17.2008 9.7.2009 CONSTRUCTION 9.7.2009 4.11.2011 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION East Town Boundary to 1000' west of Technology. Design and construction of street widening for a third lane, sidewalk, traffic signal interconnect, curb & gutter and appurtenances.Phase I is from the Town east boundary to 1000' west of Technology (FY 07-08 to FY 10-11).Phase II is from 1000' west of Technology to Palisades Boulevard (FY20-21 to 22-23). The height of desert living. 288 JUSTIFICATION: This project is being partially funded with Prop 400 (1/2 cent sales tax) monies. The Town would pay for design, right-of-way and construction costs and MAG will reimburse the Town for up to 70% of the cost.In 2002, the Town applied for a grant to widen Shea Boulevard, from the East Boundary to Palisades Boulevard, to 6 lanes (3 lanes in each direction) plus appurtenances. Shea Boulevard is a road of regional significance. Shea has also been listed on the National Highway System. Shea is the only arterial classification level connection between Scottsdale and Mesa north of McDowell Road and is the only arterial road feeding the Beeline Highway north of McDowell Road. Except for this 2.7 mile "bottleneck" project length, Shea Boulevard is currently built to the MAG principal arterial standard 6 lanes, medianed, with bike lanes and meandering sidewalk for nearly its full length from Piestewa Freeway to Loop 101 to the Beeline Highway. Shea Boulevard currently carries 35,000 vpd at Palisades Boulevard and 25,000 vpd at Saguaro Boulevard.This existing roadway section is typically an uncurbed, 4 lane divided roadway with a gravel median. It was constructed by MCDOT in 1964 and 1973, with several segments of partial developer widening (Target Center, Balera Development, etc.). Because of the rugged topography, existing developments on each side, and the Town's efforts to maintain only limited access to Shea Boulevard, very little additional developer widening will ever occur. Speeds are limited to 45-50 mph. Shea Boulevard is a wide road for a small Town. It traverses rugged terrain and carries a high amount of regional-interstate car and truck traffic. In 2005, the Town Staff requested MAG consider phasing the project. The first Phase of the project would start at the Town East Boundary and continue to 1000' west of Technology. The second Phase would begin 1000' west of Technology and end at Palisades Boulevard. MAG is verbally in agreement with this phasing plan. Town staff will complete this phasing plan with MAG.Town staff is in design with HDR Engineering to perform the design for Phase I.Fiscal Year 09-10 10-11 Complete Design $ 100,000 RARF Grant $1,020,000 $1,120,000Town Portion $ 480,000 $ 480,000Total Town Budget $1,600,000 $1,600,000 BUDGET MODIFICATIONS:CARRYFORWARDS: The design fim HDR may not complete the design in FY 08-09. Plan to carry over $100,000 The height of desert living. 289 PROJECT TITLE: PROJECT DESCRIPTION: Fountain Hills Boulevard Sidewalk (Fayette Drive to Middle School) DEPARTMENT: Public Works PROJECT MANAGER: Randy Harrel PROJECT NUMBER: S6006 FUNDING PRIORITY: High-Leverages local funds FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $338,300 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE ENGINEERING: 1.4.2008 8.9.2009 CONSTRUCTION 8.24.2009 6.14.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION The five year sidewalk plan detail is attached as part of this project description. In FY2008-09 the plan calls for the design of an 8' sidewalk from Fayette Drive to the Middle School. In FY 09-10 construction is planned. The height of desert living. 290 JUSTIFICATION: In 2004, the Town applied for and was awarded a Congestion Mitigation Air Quality (CMAQ) grant from Maricopa County Association of Governments in the amount of $354,200. This Grant provides for the direct payment of construction costs by ADOT up to the amount of the Grant. The balance of the cost of the project would be paid by the Town from Capital Project funds.The project addresses a critical lack of sidewalks along an arterial roadway (and a Road of Regional Significance) and a major pedestrian route - the only route to the Fountain Hills Middle School. Sidewalks will encourage Middle School students to walk to school, leading to a reduction of the large number of student drop-offs and pick-ups by parents and the associated congestion and engine-running waiting time, thereby improving air quality.This project will insure added safety to pedestrians by providing a sidewalk separated from vehicular and bicycle traffic on Fountain Hills Boulevard. Likewise, there will be a major benefit to bicyclists who will no longer share the existing on-street bike lane with pedestrians. Retired adults (using the Town's few sidewalks for exercising walking) are the second most common walkers (after students). These sidewalks will provide a concrete walking surface and handicap-accessible ramps, reducing the fall risk from existing uneven dirt paths in front of the existing commercial, multi-family and church facilities, in addition to reducing the traffic accident hazard of walking in the existing bike lane adjacent to the traffic.$89,833 Design FY 07-08.$120,780 Design FY 08- 09.$ 50,000 Complete Design$288,300 Construction & Engineering During Construction FY 09-10 (Town cost).$338,300 Total for Budget BUDGET MODIFICATIONS:CARRYFORWARDS: The design may not be complete in FY 08-09. Plan on a carry over of $50,000. The height of desert living. 291 PROJECT TITLE: PROJECT DESCRIPTION: Annual Sidewalk Program DEPARTMENT: Public Works PROJECT MANAGER: Tom Ward/Randy Harrel PROJECT NUMBER: S 6007 FUNDING PRIORITY: High-Town Council Priority FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $342,000 $292,263 $291,014 $289,710 $320,000 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE CONSTRUCTION 8.10.2009 6.30.2014 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION In August of 2007, Town Staff presented a long range, Town wide sidewalk plan to Council. The following project areas are included in this 5 year plan:FY 08-09 AlamosaFY 09-10 Del CambrePriorties for the balance of the 5 CIP are established and were presented to Council @ their January 2009 Retreat. The height of desert living. 292 JUSTIFICATION: The Town Council has established pedestrian safety as a goal. MAG gave the Town a grant to design a sidewalk on Alamosa and Del Cambre. The design portion will be completed in FY2007-08. The project will be ready for construction in fiscal year 08-09.$342,000 Del Cambre FY 09-10 ($312,000 sidwalk + $30,000 inspection). A storm sewer from Rosita to Ashbrook wash is listed in the drainage projects. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 293 PROJECT TITLE: PROJECT DESCRIPTION: Annual Pavement Management DEPARTMENT: Public Works PROJECT MANAGER: Tom Ward PROJECT NUMBER: S 6008 FUNDING PRIORITY: High-Town Council Priority FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Streets Fund $170,790 $515,000 $623,000 $930,000 $1,625,000 Capital Projects Fund 285,210 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE CONSTRUCTION 7.6.2009 6.23.2014 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Slurry Seal and Micro-Surface streets plus street mill and overlay. Zone 4A is scheduled for completion during FY 09-10.A map of the proposed work area is included in the budget document The height of desert living. 294 JUSTIFICATION:The Town had a pavement management program started a number of years ago. In the fall of 2007, our consultant gave us a list of streets that needed more than slurry sealing and micro surfacing. We are reviewing the list to determine the streets to mill and overlay in future years. Saguaro Boulevard was identified as a street to mill and overlay in FY 09-10. That work is detailed in Project S6010. The Town is considering a bond issue to fund this work.The pavement management analysis/consultant recommended the Town continue the slurry seal and micro surface program. Currently, the program was set up to accomplish all residential areas on a 6-year rotation. There are 6 zones in Town plus the major roads (Saguaro, Fountain Hills Blvd., Palisades and Shea, these streets are separate from the rotation plan). Zone 1- FY 06-07Zone 2- FY 07-08Zone 3- FY 08-09Zone 4 - FY 09-10Zone 5 - FY 10-11Zone 6 - FY 11-12Major Roads - FY 12-13Because of economic conditions in FY 2009-10, this project has been revised to include only half of Zone 4 in the fiscal year. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 295 PROJECT TITLE: PROJECT DESCRIPTION: Downtown Sidewalk Program DEPARTMENT: Public Works PROJECT MANAGER: Town Ward/Randy Harrel PROJECT NUMBER: S 6009 FUNDING PRIORITY: Medium-Maintains existing service levels FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $26,543 $27,737 $28,986 $30,290 $31,563 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE PLANNING/DESIGN: 7.13.2009 12.21.2009 CONSTRUCTION 1.11.2010 6.16.2014 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION The following project areas are included in the first year of the plan: The height of desert living. 296 JUSTIFICATION: The Town Council has established "Enhance Pedestrian Safety" as a goal. This sidewalk project continues the goal to improve pedestrian safety and accessibility in the downtown area. The Five year plan involves connections in the Downtown where short connections need to be installed for ADA accessibility and removing pedestrians from vehicular traffic. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 297 PROJECT TITLE: PROJECT DESCRIPTION: Saguaro Blvd Mill & Overlay DEPARTMENT: Public Works PROJECT MANAGER: Tom Ward PROJECT NUMBER: S6010 FUNDING PRIORITY: Medium-Maintains existing service levels FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Bond Proceeds $4,500,000 General Fund Impact on Operating Fund $ $ PROJECT SCHEDULE: STARTING DATE ENDING DATE CONSTRUCTION 8.1.2009 6.27.2011 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Mill and overlay Saguaro Boulevard from Fountain Hills Boulevard to Trevino, clay pockets for subgrade work is included. The height of desert living. 298 JUSTIFICATION: Mill and overlay of Town arterial streets, while part of the Annual Pavement Management Program are budgeted as separate capital projects.Saguaro Boulevard was one of the first asphalt streets constructed in the Town. This mill and overlay is the first major work performed on the street since construction. There have been some repairs in areas that have clay pockets that failed at various times. It is now the time to perform major repairs on the street.As part of the mill and overlay project on Saguaro Boulevard, areas that have base failure in the street will be repaired and handicap access requirements based on ADA standards will be incorporated. ADA requires communities to perform the handicap upgrades when improvements of this type are performed.This project is subject to bond funding being approved by the voters. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 299 PROJECT TITLE: PROJECT DESCRIPTION: Shea Boulevard Bikelane DEPARTMENT: Public Works PROJECT MANAGER: Randy Harrel PROJECT NUMBER: S 6050 FUNDING PRIORITY: High-Finishes a partially completed project FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $75,000 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE ENGINEERING: 4.6.2009 10.5.2009 OCCUPANCY/USE: 1.11.2010 10.4.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Bike lane and appurtenances adjacent to the pavement on the south side of Shea Boulevard from Technology Drive to Palisades Boulevard and complete the medians. The height of desert living. 300 JUSTIFICATION: This project was designed a number of years ago, bid and a contractor selected. The Town deposited their matching funds for the project. The contractor ended up in default and never started construction of the project. Some of the funds deposited for construction were used to terminate the contract with the contractor at the direction of ADOT.Since that time, plans were revised at the request of ADOT and an issue was raised concerning some drainage and right-of-ways. The Town, engineer consultants (Burgess & Niple) and ADOT have been working to resolve all of the outstanding issues on this project.As a result of project delays and the need to use some of the deposited funds to terminate the first contractor, additional funding of $92,000 ($35,000 FY 08-09 & $75,000 FY 09-10) will be necessary to complete the design and start construction of the project. ADOT administers this type of grant project during construction. The Town deposits the funds with ADOT and they pay all bills associated with the project, except change orders. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 301 PROJECT TITLE: PROJECT DESCRIPTION: Traffic Signal Upgrades DEPARTMENT: Public Works PROJECT MANAGER: Ken Kurth PROJECT NUMBER: T5009 FUNDING PRIORITY: Medium-Provides maintenance of existing systems FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Developer Fees 142,000 Capital Projects Fund Impact on Operating Fund PROJECT SCHEDULE: STARTING DATE ENDING DATE COMPLETION: 9.1.2009 3.1.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Install new traffic signal cabinets and controllers at six (6) intersections. The height of desert living. 302 JUSTIFICATION: These traffic signal controllers are the existing equipment from the original construction. These controllers are no longer produced and replacement parts are no longer available. Staff has some shelf items in our inventory, but we cannot rely on any other sources to purchase replacement parts for this outdated technology. This proposed new technology will bring us up to the present industry standard, while minimizing liability for the Town. Lastly, these upgrades will allow signal timing coordination, which in turn will lessen the amount of pollution with greater signal efficiency. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 303 PROJECT TITLE: PROJECT DESCRIPTION: Storm Sewer-Del Cambre (Storm Sewer Rosita to Ashbrook Wash) DEPARTMENT: Public Works PROJECT MANAGER: Randy Harrel PROJECT NUMBER: D 6027 FUNDING PRIORITY: Medium-Provides maintenance of existing systems FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Capital Projects Fund $86,000 Impact on Operating Budget $0 $0 $0 $0 $0 PROJECT SCHEDULE: STARTING DATE ENDING DATE ENGINEERING: 8.3.2009 11.9.2009 CONSTRUCTION: 1.25.2010 5.24.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Replace an old 8" storm sewer that is insufficient and perodically plugs with 600 lf. of 24" new storm sewer. The height of desert living. 304 JUSTIFICATION: There is an orginal (1974) existing storm sewer from Rosita to the Ashbrook Wash that is too small and plugged with silt. The street floods and water ponds in the street after a rain storm. The construction of the storm sewer must be done with the Del Cambre sidewalk project. $ 0 Design being done by Town staff$86,000 Construction in 2008. $ 0 Engineering during construction included in the sidewalk project for Del CambreThis project was originally budgeted in FY2008-09 but put on hold for re-evaluation. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 305 PROJECT TITLE: PROJECT DESCRIPTION: Municipal Software DEPARTMENT: Adminsitration PROJECT MANAGER: Julie Ghetti PROJECT NUMBER: F4011 FUNDING PRIORITY: High-Finishes a partially completed project FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 General Fund $100,000 Impact on Operating Budget $60,000 $60,000 $60,000 $60,000 $60,000 PROJECT SCHEDULE: STARTING DATE ENDING DATE ACQUISITION: 7.1.2009 12.31.2009 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Integration of municipal software programs and accounting software to eliminate redundant data entry of transactions, provide public access to financial reports, provide business license reports for economic development and code enforcement, e-government services and upgraded technology. The second phase of the integration will be to purchase an additional module, fixed assets, for tracking all Town assets. The current system utilizes both the old accounting software and Excel spreadsheets. The height of desert living. 306 JUSTIFICATION: The Town currently uses a financial accounting system that was purchased in 1990 and designed primarily for non profit organizations. Although the software serves the purpose of recording financial transactions the system does not allow for integration of financial information to any other Town software programs. For example, payments made to the Town for programs or building permits are recorded into either the Parks and Recreation software (Active) or building permitting software (PTWin) but the transactions do not transfer to the Town's accounting ledgers. Each cash transaction has to be re-entered into the accounting ledgers daily. Additionally, financial information is limited to the accounting staff; department directors, Council and the public have to wait for reports to be generated or ask for separate reports. The goal of investing in new municipal software is to provide better customer service and transparency by integrating existing programs and new programs so that they can talk to each other and make information available to interested parties. Economic development can be enhanced with a business licensing software that can provide reports by zones, business type, retention, etc. The investment in upgraded technology is significant; however, the benefit to the citizens is improved customer service, more transparency in government, better access to Town services. The proposal for new technology also include a citizen request tracking system, citizen alerts, etc. BUDGET MODIFICATIONS:CARRYFORWARDS: $200,000 was budgeted in FY 2008-09 for the first phase of the project. The height of desert living. 307 PROJECT TITLE: PROJECT DESCRIPTION: Fire Station 2 Relocation DEPARTMENT: Fire PROJECT MANAGER: Scott LaGreca PROJECT NUMBER: F4005 FUNDING PRIORITY: High-Leverages local funds FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Stimulus $1,456,103 $3,953,250 General Fund Impact on Operating Fund PROJECT SCHEDULE: STARTING DATE ENDING DATE Choose Project Schedule 7.1.2009 11.8.2013 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Construction of a new 5,580 sq ft fire station on Town owned property on Shea Blvd, east of Palisades Blvd. This will replace the existing station on Saguaro, just south of Shea The height of desert living. 308 JUSTIFICATION: We have completed a study of seven sites, two current stations, and five potential locations to improve response times for all areas within the Town (in particular Eagle Mountain, Crestview, Copperwynd, Adero Canyon, Fire Rock, and the Westridge developments). The criteria used: current response times, emergency unit coverage, Town owned property (cost), and sites requiring little or no P&Z or Council action, in said order. We elected to use 5 minute response 90% (for the entire Town area) of the time vs. the standard 4 minutes that all fire departments strive to reach (the current Rural Metro contract calls for 5 and 8 minute response areas). The logic for this decision was based on the Towns Fire Sprinkler Ordinance of 1966. The new fire station location will afford superior overlapping coverage for both fire stations, which will equitably distribute and balance call volume, thus allowing better call support for multiple calls. This will also enhance the Insurance Service Organization (ISO) station location rating. Upon completion of this project, the current station 2 may be retained by the Town for its future needs or sold and the funds returned to the CIP fund. This project has been under study and development since 2003. The project is contingent on receiving stimulus monies. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 309 PROJECT TITLE: PROJECT DESCRIPTION: Emergency Operations Center (EOC)/ Situation Room DEPARTMENT: Fire PROJECT MANAGER: Scott LaGreca PROJECT NUMBER: F4019 FUNDING PRIORITY: High-Finishes a partially completed project FUNDING SOURCES(S): FY2009-10 FY2010-11 FY2011-12 FY2012-13 FY2013-14 Grant $72,000 Capital Projects Fund $8,000 PROJECT SCHEDULE: STARTING DATE ENDING DATE ACQUISITION: 7.1.2009 7.2.2009 PLANNING/DESIGN: 8.10.2009 10.5.2009 ENGINEERING: 8.10.2009 10.5.2009 CONSTRUCTIONS: 1.18.2010 3.15.2010 COMPLETION: 4.5.2010 4.9.2010 OCCUPANCY/USE: 4.12.2010 4.12.2010 TOWN OF FOUNTAIN HILLS CAPITAL IMPROVEMENT PROJECT INFORMATION Improve unfinished space adjacent to Town Council chambers into an Emegency Operations Center. This room will become the primary center for emergency staff to congregate in the event of a Town wide event. The room will be equipped with audio visual equipment for video conferencing with other agencies, laptop computers with emergency power backup that will provide security and operational privacy. Having this room will leave the Council Chambers available for the Mayor and Town Council to hold press conferences, address the public, receive other public officials, etc. This project will only move forward when grant funding is available. The height of desert living. 310 JUSTIFICATION: Currently the Town emergency operations center is being set up in the council chambers. This is an open space that does not lend itself to security and inter-operabilty with all the personnel and agency's that must operate in this space during a declared emergency. This proposed EOP room would be the central location for communication equipment, emegency opeations manuals and material, phone banks, and computer terminals. This room would be supplied to handle a multiple day operation while provuding a secure environment for Town staff while they work to resolve a Town emergency. BUDGET MODIFICATIONS:CARRYFORWARDS: The height of desert living. 311 Vehicle Replacement Program Policy and Procedure 5 Year Schedule The height of desert living. 312 Objective To provide a policy and procedures for the development, approval, and implementa- tion of the Town of Fountain Hills’ twenty (20) year Vehicle Replacement Program (VRP). Scope This policy applies to all vehicles owned by the Town of Fountain Hills that meet the definition detailed in the definitions section. Policy The purpose of the Vehicle Replacement Program is to provide an authoritative deci- sion-making process for the evaluation, selection, and multi-year scheduling of vehi- cle replacements based on a projection of available fiscal resources and the vehicles age, mileage, engine hours and repair costs. The objectives of the program are to: Ensure the timely purchase, repair and replacement of the Town’s vehicles; Serve as a link in the Town’s planning between the Town’s operating and capi- tal budgets; Maintain control over the Town’s long-term cash flow in relation to the Town's financial capacity; and Ensure efficient, effective and coordinated vehicle acquisition and replace- ment. Definitions The following words when used in connection with this policy shall have the following meanings: VEHICLE REPLACEMENT PROGRAM: A multi-year planning document that is the prod- uct of a systematic evaluation of vehicle utilization, repair and maintenance. This plan serves as a guide for the efficient and effective replacement of vehicles, outlin- ing a detailed timeline and financing schedule of vehicle replacement for a twenty (20) year period. VEHICLE: A vehicle is defined in financial terms as a piece of rolling stock with a pro- jected final cost of at least $10,000 and a useful life of at least 7 years. Vehicles shall be subdivided into various classifications as follows: Sedans Sports Utility Vehicle (SUV) Light Duty Truck Medium Duty Truck Heavy Duty Truck The height of desert living. 313 Passenger Van Street Sweeper Fire Ladder Truck Fire Pumper Truck Utility Vehicle/Bunker Rake Backhoe Loader/Grader/Tractor Gator Dump Truck Trailer PROCESS A. Schedule: Annually, the Public Works Director and Finance Director will sub- mit an updated VRP to the Town Manager for review in February of each fiscal year. The Town Manager will review the proposal and forward the approved VRP to the Finance Director in March for inclusion in the Town’s CIP budget proposal. B. Format: The Public Works Director will utilize the previous year's approved VRP as the base for developing recommended additions, deletions, or changes for incorporation in the updated VRP for the ensuing year. All new (not re- placement) vehicle requests will also include a comprehensive estimate of the impact of the new vehicle on the Town's annual operating budget; e.g., fuel, maintenance requirements, etc. B. Finance Review: The Finance Director will assist the Public Works Director as necessary in all facets of the Vehicle Replacement Program development and review including production of cost estimates, as well as an overall finan- cial analysis of the proposed program. Additional assistance may be requested to help produce draft documents, etc. C. Town Manager Review: The Public Works Director will provide a copy of the proposed VRP document to the Finance Director and Town Manager for review and comment. Following approval by the Town Manager the VRP will be incor- porated into the CIP budget proposal for the coming year. D. Implementation: Upon adoption of the VRP in the operating budget, vehi- cles included within the applicable budget year may be purchased by the Pub- lic Works Director, or his/her designee in compliance with the Town’s Purchas- ing Policy. The height of desert living. 314 E. Amendments: The adopted VRP may be amended upon recommendation of the Public Works Director and approval of the Town Manager and Town Coun- cil. PROCEDURE: A. Form: The New Vehicle Request form (listed as Attachment A) shall be util- ized to request inclusion of a new (not replacement) vehicle in the Vehicle Re- placement Plan. Department Directors may request the addition of a new ve- hicle to the VRP by submitting their request to the Public Works Director in January as part of the budget process. The Public Works Director shall include these requests in the VRP that is sub- mitted to the Finance Director and Town Manager. B. Funding Prioritization: As part of the VRP development process, the Public Works Director shall create vehicle replacement priorities to help determine the vehicle replacement schedule which will be incorporated in the five (5) year and twenty (20) year VRP. The following guidelines shall be utilized: Sedans 10 years/100,000 miles Sports Utility Vehicle (SUV) 10 years/100,000 miles Light Duty Truck 10 years/100,000 miles Medium Duty Truck 12 years/125,000 miles Heavy Duty Truck 12 years/125,000 miles Passenger Van 12 years/100,000 miles Street Sweeper 7 years/75,000 miles Fire Ladder Truck 15 years/100,000 miles Fire Pumper Truck 15 years/100,000 miles Utility Vehicle/Bunker Rake 12 years/100,000 miles Backhoe 20 years/15,000 engine hours Loader/Grader/Tractor 20 years/15,000 engine hours Gator 12 years/15,000 engine hours Dump Truck 15 years/125,000 miles Trailer 10 years The height of desert living. 315 In addition to the factors listed above, the Public Works Director, or his/her designee shall also review the utilization, maintenance records of the vehicles, downtime and the overall condition of the vehicles when making recommendations for replacement. C. Funding Sources: The primary funding sources for the VRP are the General Fund and Streets Fund. Revenues for the Vehicle Replacement Fund will also be gener- ated from the replacement charges applied against the operating funds that support the departments that utilize the subject vehicles. Surplus sale proceeds and insur- ance claim proceeds will also be deposited to the Vehicle Replacement Fund to help offset future vehicle and equipment costs. D. Vehicle Disposal: At least once annually, the Public Works Director, or his/her designee shall prepare a list of vehicles to be retired from the Town’s fleet. The Town Manager shall authorize the sales of these vehicles at Auction by signing over the vehicle title(s). The Public Works Director, or his/her designee shall then trans- port the vehicles to the Auctioneer and shall be responsible to insure that payment on the vehicles is made to the Vehicle Replacement Fund. RESPONSIBILITY FOR ENFORCEMENT The Town Manager, Finance Director and Public Works Director will be responsible for ensuring that this policy is followed and/or updated as necessary. Fiscal Year 2009-10 Vehicle Replacement Recommendation In fiscal year 2009-10, no vehicles are proposed for replacement. The height of desert living. 316 Department Equipment No.Description Type Year Odometer Cost Schedule FY09-10Town Manager PW-144 Ford Escape Hybrid SUV 2007 2,069 $29,844.00 10 years/100,000 miles $2,984.40Building Safety B-106 Chevrolet Silverado Pickup Light Duty Truck 2001 36,312 $18,517.13 10 years/100,000 miles $1,851.71Building Safety B-138 Ford Escape Hybrid SUV 2006 15,069 $27,748.00 10 years/100,000 miles $2,774.80Building Safety B-143 Ford Escape Hybrid SUV 2006 4,864 $29,275.00 10 years/100,000 miles $2,927.50Building Safety B-148 Ford Escape Hybrid SUV 2008 26 $25,947.22 10 years/100,000 miles $2,594.72$10,148.74Fire E-822 American LaFrance Pumper Truck 199886,773 $450,000.00 15 years/100,000 miles $30,000.00Fire E-823 Crimson Pumper Truck 2008 2,000$450,000.00 15 years/100,000 miles $30,000.00Fire F-198 Serro Trailer E.D.I.T.H. House 1995 0 $0.00 non-replaceable $0.00Fire F-204 Ford F-550 SUV Heavy Duty Truck 2001 26,212 $100,000.00 12 years/125,000 miles $8,333.33Fire F-911 Ford F-150 Light Duty Truck1998 81,413 $43,004.00 10 years/100,000 miles $1,981.64Fire L-822 American LaFrance Ladder Truck1999 57,119 $525,000.00 15 years/100,000 miles $43,333.33Fire F-040 Ford Expedition SUV (New) 2002 93,000 $35,000.00 10 years/100,000 miles $4,500.00Fire F-668 Ford Explorer SUV 2001 57,394 $24,610.00 10 years/100,000 miles $2,461.00$120,609.31Fountain Park P-11 John Deere 4x2 GatorGator 2007 109 $6,590.00 12 years/15,000 hours $549.17Fountain Park PR-141 Ford F-150 Light Duty Truck 2007 5,958 $15,174.00 10 years/100,000 miles $1,517.40$2,066.57Four Peaks P-12 John Deere 4x2 Gator Gator 2007 113 $6,590.00 12 years/15,000 hours $549.17Four Peaks P-9 John Deere 4x2 Gator Gator 1998 2,834 $10,000.00 12 years/15,000 hours $833.33Four Peaks PR-146 Ford F-150 PickupLight Duty Truck 2007 1,673 $18,288.49 10 years/100,000 miles $1,828.85$3,211.35Golden Eagle BR-02 John Deere 1200A Golden Bunker Rake 1999 2,284 $10,000.00 12 years/15,000 hours $833.33Golden Eagle P-8 John Deere 4x2 Gator Gator1998 4,886 $10,000.00 12 years/15,000 hours $833.33Golden Eagle P-10 John Deere 4x2 Gator Gator1998 2,624 $10,000.00 12 years/15,000 hours $833.33Golden Eagle P-13 Mule KAF400A7 Utility Vehicle 2007 113 $8,000.00 12 years/15,000 hours $666.67Golden Eagle P-14 Kubota KU Tractor/Loader 2007113 $27,199.30 20 years/15,000 hours $1,359.97Golden Eagle PR-103 Ford F-150 Pickup Light Duty Truck 1995 78,986 $15,087.13 10 years/100,000 miles $1,508.71Golden Eagle PR-142 Ford F-250 Pickup Light Duty Truck 2007 6,053 $19,089.00 10 years/100,000 miles $1,908.90Golden Eagle PR-147 Ford F-150 Pickup Light Duty Truck 2007 12 $18,288.49 10 years/100,000 miles $1,828.85$9,773.09Recreation PR-137 Ford Crown Victoria Sedan 200129,811 $24,020.00 10 years/100,000 miles $2,402.00$2,402.00Seniors SS-121 Chevrolet Van Van 2000 40,628 $21,157.83 12 years/125,000 miles $5,025.00Seniors SS-152 Ford Cutaway Van 2004 125,000 $1.00 12 years/125,000 miles $5,025.00$10,050 The height of desert living. 317 Department Equipment No.Description Type Year Odometer Cost Schedule FY09-10Planning & Zoning PZ-107 Ford Crown VictoriaSedan 2001 51,954 $24,020.00 10 years/100,000 miles $2,402.00Planning & Zoning PZ-149 Ford Escape Hybrid SUV 2008 4 $25,947.22 10 years/100,000 miles $2,594.72$4,996.72Facilities PW-101 Dodge 1500 Pickup Light Duty Truck 1999 21,639 $14,705.73 10 years/100,000 miles $1,470.57$1,470.57Public Works PW-112 Chevrolet S-10 BlazerSUV 2001 56,274 $23,445.00 10 years/100,000 miles $2,344.50Public Works PW-140 Ford Escape Hybrid SUV2007 9,816 $28,247.00 10 years/100,000 miles $2,824.70Public Works PW-145 Ford F-150 Supercab Light Duty Truck 2007 6,525$25,403.00 10 years/100,000 miles $2,540.30$7,709.50Streets S-12 John Deere Tractor Tractor 1993 6,767 $55,403.00 20 years/15,000 hours $2,770.15Streets S-133 Ford F-150 Pickup Light Duty Truck 2001 44,717 $23,764.00 10 years/100,000 miles $2,376.40Streets S-134 Ford F-550 Pickup Heavy Duty Truck 2005 17,403 $41,994.25 12 years/125,000 miles $3,499.52Streets S-135 Freightliner M2106 Dump Truck 200510,277 $63,170.13 15 years/125,000 miles $4,211.34Streets S-139 Schwartz A9000 Sweeper Sweeper 2006 6,459 $195,300.00 7 years/75,000 miles $19,530.00Streets S-150 Freightliner Sweeper Sweeper 2007 56 $185,954.00 7 years/75,000 miles $18,595.40Streets S-151 Ford F-450 Pickup Heavy Duty Truck 2008 0 $52,182.78 12 years/125,000 miles $4,348.57Streets S-20 Caterpillar 426C Backhoe 1999 3,844 $88,393.00 20 years/15,000 hours $4,419.65Streets SE-05 Caterpillar 21B Roller 1993 833 $24,898.00 20 years/10,000 hours $1,244.90$60,995.93Total$2,821,413.70 $236,418.17 The height of desert living. 318 The height of desert living. 319 Schedule of Authorized Positions The height of desert living. 320 The height of desert living. 321 Schedule of Authorized Positions Position – Title 2006-2007 2007-2008 2008-2009 2009-2010 Authorized Authorized Authorized Proposed FTE FTE FTE FTE Municipal Court Presiding Judge 1.00 1.00 1.00 1.00 Court Administrator 1.00 1.00 1.00 1.00 Senior Court Clerk 1.00 1.00 1.00 1.00 Court Clerk 2.00 2.00 2.00 2.00 Authorized FTE 5.00 5.00 5.00 5.00 Administration Town Manager 1.00 1.00 1.00 1.00 Assistant Town Manager 1.00 0.00 0.00 0.00 Assistant to the Town Manager 0.00 1.00 1.00 0.00 Deputy Town Manager 0.00 0.00 0.00 1.00 Finance Director 1.00 1.00 1.00 0.00 H/R Adminstrator/Risk Manager 1.00 1.00 1.00 1.00 Town Clerk 1.00 1.00 1.00 1.00 Economic Development Specialist 1.00 0.00 0.00 0.00 Economic Development Administrator 0.00 0.00 0.00 1.00 Public Information Officer 0.00 1.00 1.00 0.00 Community Affairs/Media Relations 0.00 0.00 0.00 1.00 I/T Coordinator 1.00 1.00 1.00 1.00 Executive Asst to Town Mgr/Council 1.00 1.00 1.00 1.00 Accountant 1.00 0.00 0.00 0.00 Accounting Supervisor 0.00 1.00 1.00 1.00 Accounting/HR Clerk 0.00 0.00 0.00 0.00 Financial Services Technician 0.00 0.00 0.00 1.00 Administrative Assistant 1.00 1.00 1.00 1.00 Customer Service Rep 0.50 1.00 1.00 1.00 Accounting Clerk 1.00 1.00 1.50 0.50 Administrative Clerk 0.00 0.00 0.00 0.00 Receptionist 0.50 0.00 0.00 0.00 Volunteer Coordinator 0.00 0.50 0.50 0.75 Administrative Intern 0.50 0.00 0.00 0.00 Economic Development Intern 0.50 0.00 0.00 0.00 I/T Intern 0.50 0.50 0.00 0.00 I/T Technician 0.00 0.00 0.50 0.50 Authorized FTE 13.00 13.00 13.50 13.75 The height of desert living. 322 Schedule of Authorized Positions Position – Title 2006-2007 2007-2008 2008-2009 2009-2010 Authorized Authorized Authorized Proposed FTE FTE FTE FTE Public Works Public Works Director 1.00 1.00 1.00 1.00 Town Engineer 1.00 1.00 1.00 1.00 Senior Civil Engineer 0.00 0.00 0.00 0.00 Civil Engineer 2.00 2.00 2.00 2.00 Senior Civil Engineer Inspector 1.00 1.00 0.00 0.00 Facilities Supervisor 1.00 1.00 1.00 1.00 Civil Engineer Inspector 1.00 1.00 2.00 1.00 Open Space & Landscape Spec. 1.00 1.00 1.00 1.00 Planner - Environmental 0.00 0.00 0.00 0.50 Executive Assistant 1.00 1.00 1.00 1.00 Facilities Maintenance Tech 1.00 1.00 1.00 1.00 Maintenance/Custodial Worker 0.50 0.50 0.50 0.75 Custodian 1.00 1.00 1.00 1.50 Authorized FTE 11.50 11.50 11.50 11.75 Planning & Zoning P&Z Director 0.00 1.00 1.00 1.00 P & Z Administrator 1.00 0.00 0.00 0.00 Senior Planner 1.00 1.00 1.00 1.00 Planner 1.00 2.00 1.00 0.50 Planner - Environmental 0.00 0.00 1.00 0.50 GIS Technician/CAD Operator 2.00 2.00 2.00 2.00 Senior Code Enforcement Officer 0.00 1.00 1.00 0.00 Code Enforcement Officer 3.00 2.00 2.00 2.00 Planning Technician 0.50 0.00 0.00 0.00 Planning Assistant 1.00 1.00 0.00 0.00 Executive Assistant 0.00 0.00 1.00 1.00 Chief Building Official 1.00 1.00 1.00 1.00 Senior Building Inspector 1.00 0.00 0.00 0.00 Plans Examiner 2.00 2.00 2.00 1.00 Building Inspector 2.00 3.00 3.00 2.00 Building Permit Technician 3.00 2.00 2.00 1.50 Authorized FTE 18.50 18.00 18.00 13.50 The height of desert living. 323 Schedule of Authorized Positions Position – Title 2006-2007 2007-2008 2008-2009 2009-2010 Authorized Authorized Authorized Proposed FTE FTE FTE FTE Parks & Recreation Parks & Recreation Director 0.50 1.00 1.00 1.00 Recreation Supervisor 1.00 1.00 1.00 1.00 Parks Supervisor 1.00 1.00 1.00 1.00 Rec. Program Coordinator 2.00 2.00 2.00 2.00 Park Operations Lead 3.00 3.00 4.00 3.00 Executive Assistant 1.00 1.00 1.00 1.00 Groundskeeper 2.00 2.00 2.00 2.00 Recreation Assistant 4.00 4.00 4.00 4.00 Customer Service Representative 1.00 1.00 1.00 0.50 Recreation Aide 1.00 1.00 1.00 1.00 Recreation Intern 0.50 0.50 0.50 0.50 Park Ranger 0.00 2.00 1.00 0.00 Authorized FTE 17.00 19.50 19.50 17.00 Law Enforcement Emergency Mgmt Coord 0.00 0.00 0.00 0.00 Authorized FTE 0.00 0.00 0.00 0.00 Community Center Comm Ctr Director 0.50 1.00 1.00 1.00 Comm Ctr Supervisor 1.00 0.00 0.00 0.00 Comm Ctr Operations Supervisor 1.00 1.00 0.00 0.00 Comm Ctr Events Coordinator 0.00 0.00 1.00 1.00 Comm Ctr Operations Coordinator 0.00 0.00 1.00 1.00 Executive Assistant 1.00 1.00 1.00 1.00 Volunteer Coordinator 0.50 0.00 0.00 0.00 Receptionist 0.00 0.50 0.50 0.50 Event Rep/Operations Support Worker 2.00 2.00 1.50 1.50 Operations Support Assistant 0.50 0.50 0.50 0.50 Bartender 0.00 0.25 0.25 0.00 Custodian 1.00 1.00 0.50 0.00 Senior Services Supervisor 1.00 1.00 1.00 1.00 Administrative Assistant 0.00 0.00 0.00 0.00 Senior Services Activities Coordinator 0.00 0.00 0.50 0.50 HDM/Special Programs Admin 0.50 0.50 0.00 0.00 HDM Coordinator 0.50 0.50 0.50 0.50 Senior Services Assistant 0.00 0.50 0.50 0.50 Receptionist 0.50 0.50 0.50 0.50 Senior Aide 1.00 0.50 0.50 0.50 Authorized FTE 11.00 10.75 10.75 10.00 The height of desert living. 324 Schedule of Authorized Positions Position – Title 2006-2007 2007-2008 2008-2009 2009-2010 Authorized Authorized Authorized Proposed FTE FTE FTE FTE Street Department Assistant Public Works Director 1.00 0.00 0.00 0.00 Street Superintendent 1.00 1.00 1.00 1.00 Street Maintenance Supervisor 0.00 0.00 0.00 0.00 Fleet Mechanic 1.00 1.00 1.00 1.00 Fleet Equipment Mechanic 0.00 0.00 0.00 0.00 Traffic Signal Technician I 0.00 0.00 1.00 1.00 Traffic Signal Technician II 0.00 0.00 1.00 1.00 Street Maintenance Tech 8.00 8.00 6.00 6.00 Authorized FTE 11.00 10.00 10.00 10.00 Total Authorized FTE 87.00 87.75 88.25 81.00 The height of desert living. 325 Glossary The height of desert living. 326 Account A separate financial reporting unit for budgeting, management or accounting pur- poses. All budgetary transactions, whether revenue or expenditure, are recorded in accounts. Several related accounts may be grouped together in a fund. A list is called a chart of accounts. Accounting Standards The generally accepted accounting principles (GAAP) promulgated by the Govern- mental Accounting Standards Board (GASB) that guide the recording and reporting of financial information by state and local governments. Accrual Basis Accounting A basis of accounting in which transactions are recognized at the time they are in- curred, as opposed to when cash is received or sent. Actual vs. Budgeted Difference between the amounts projected (budgeted) in revenues or expenditures at the beginning of the fiscal year and the actual receipts or expenses, which are in- curred by the end of the fiscal year. Ad Valorem Taxes Commonly referred to as property taxes. The charges levied on all real, and certain personal property according to the property’s assessed value and the tax rate. Used as a source of monies to pay general obligation debt and to support the general fund. Adoption Formal action by the Town Council, which sets the spending limits for the fiscal years. Appropriation Specific amount of monies authorized by the Council for the purpose of incurring ob- ligations and acquiring goods and services. Assessed Valuation A value set upon real and personal property by the Maricopa County Assessor for the purpose of levying property taxes. Asset The resources and property of the Town that can be used or applied to cover liabili- ties. The height of desert living. 327 Audit Report The report prepared by an auditor covering the audit or investigation of an entity’s financial position for a given period of time, usually a year. As a general rule, the report should include: 1) a statement of the scope of the audit; 2) explanatory com- ments concerning exceptions from generally accepted auditing standards; 3) opin- ions; 4) explanatory comments concerning verification procedures; 5) financial state- ments and schedules; and 6) statistical tables, supplementary comments and recom- mendations. The auditors signature follows 3). The Town is required to have an an- nual audit conducted by qualified certified public accountants. Balanced Budget Arizona law (Title 42 Arizona Revised Statutes) requires the Town Council to annually adopt a balanced budget by purpose of public expense. State law defines this bal- anced budget as “the primary property tax levy, when added together with all other available resources, must equal these expenditures.” The total of proposed expendi- tures will not exceed the total of estimated revenues and fund balances. Base Budget The ongoing expense for personnel, contractual services, commodities, and the re- placement of equipment to maintain service levels previously established by the Council. Bond A written promise to pay a specified sum of money (called the principal amount) at a specified date or dates in the future (called the maturity dates), and carrying interest at a specified rate, usually paid periodically. The difference between a bond and a note is that a bond is issued for a longer period and requires greater legal formality. Bonds are primarily used to finance capital projects. The most common types of bonds are: General Obligation (GO) Bond: This type of bond is secured by the full faith, credit, and taxing power of the municipality. Revenue Bond: This type of bond is secured by the revenues from a specific source such as gas taxes or water revenues. Budget A financial plan of estimated expenditures and anticipated resources adopted for a specific period of time outlining a plan for achieving council goals and objectives. Budgetary Basis The method used to determine when revenues and expenditures are recognized for budgetary purposes. Capital Budget A spending plan for improvements to or acquisition of land, facilities and infrastruc- The height of desert living. 328 ture that balances revenues and expenditures, specifies the sources of revenues, and lists each project or acquisition. Normally a capital budget must be approved by the legislative body. The capital budget and accompanying appropriation ordinance may be included in a consolidated budget document that has a section devoted to capital expenditures and another to operating expenditures. Or two separate documents may be prepared – one for the capital budget and one for the operating budget. Capital Improvements Expenditures over $50,000 for the construction, purchase or renovation of Town fa- cilities or property. Capital Improvement Plan/Infrastructure Improvement Plan(CIP/IIP) A multi year plan which identifies capital projects and equipment purchases, provides a planning schedule and identifies options for financing the plan. Capital Outlay Expenditures resulting in the acquisition of, or addition to, the Town’s fixed assets. Carry Over Year-end savings that can be carried forward to cover any one-time expenses such as supplies, equipment, or special contracts. Cash Basis A basis of accounting in which transactions are recognized only when cash amounts are increased or decreased. Comprehensive Annual Financial Report (CAFR) The annual financial report of the Town that encompasses all funds and component units of the government. Contingency/Reserve An amount set aside as available, with Council approval, to cover unforeseen expen- ditures, emergency expenditures, or revenue short falls. Debt Limit Statutory or constitutional limit on the principal amount of debt that an issuer may incur (or that it may have outstanding at any one time). Debt Ratio Total debt divided by total assets. Debt Service Principal and interest payments on outstanding bonds. The height of desert living. 329 Debt Service Fund One or more funds established to account for revenues used to repay the principal and interest on debt. Department A functional group of the Town with related activities aimed at accomplishing a major Town service or program. Depreciation A non-cash expense that reduces the value of an asset as a result of wear and tear. Division A grouping of related activities within a particular department (example, Senior Ser- vices is a division of Community Center). Estimated Revenue The amount of projected revenue to be collected during the fiscal year. Expenditure If accounts are kept on the accrual basis, this term designates total charges in- curred, whether paid or unpaid. If they are kept on the cash basis, the term covers only actual disbursements for these purposes. Expenditure Limitation An amendment to the Arizona State Constitution that limits annual expenditures of all municipalities. The Economic Estimates Commission, based on population growth and inflation sets the limit. All municipalities have the option of Home Rule where the voters approve a four-year expenditure limit based on revenues received. Fiscal Year Any period of twelve consecutive months establishing the beginning and the ending of financial transactions. For the Town of Fountain Hills, this period begins July 1 and ends June 30. Full-Time Equivalent Position (FTE) A position converted to the decimal equivalent of a full-time position based on 2,080 hours per year. For example, a part-time typist working for 20 hours per week would be equivalent to a 0.5 FTE. Fund A fiscal and accounting entity with a self-balancing set of accounts recording cash and other financial resources. The height of desert living. 330 Fund Balance A balance or carry over that occurs when actual revenues exceed budgeted revenues and/or when actual expenditures are less than budgeted expenditures. General Fund The major fund in most governmental entities. While other funds tend to be re- stricted to a single purpose, the general fund is a catch all for general government purposes. The General Fund contains the activities commonly associated with mu- nicipal government, such as police and fire protection, parks and recreation. Governmental Funds Funds through which most governmental functions are typically financed. Highway Users Revenue Bond Proceeds used solely for street and highway purposes and require voter authoriza- tion. Bonds are payable from highway user revenue up to 50% of total received for the past twelve month period (stipulated by state law). Highway Users Revenue Fund (HURF) This revenue source consists of state taxes collected on gasoline, vehicle licenses, and a number of other additional transportation related fees. These funds must be used for street and highway purposes. Infrastructure Facilities that support the continuance and growth of a community. Examples in- clude roads, water lines, sewers, public buildings, and parks. Intergovernmental Revenue Federal and state grants and other forms of revenue (e.g. state sales tax, state in- come tax, gasoline tax, motor vehicle license). Impact Fees/Development Fees Fees charged to developers to cover, in whole or in part, the anticipated cost of im- provements that will be necessary as a result of their development. Long Term Debt Debt with a maturity of more than one year after date of issuance. Management Indicators A measurable means of evaluating impact of budget on achieving stated objectives. Modified Accrual Basis of Accounting Basis of accounting according to which; a) revenues are recognized in the accounting period in which they become available and measurable, and b) expenditures are rec- ognized in the accounting period in which the fund liability is incurred, if measurable, The height of desert living. 331 except for un-matured interest on general long-term debt and certain similar accrued obligations, which should be recognized when due. Municipal Property Corporation (MPC) Bond Bonds that are backed by the excise taxes of the Town including local sales tax, fran- chise tax, state shared sales tax, and auto lieu tax. The MPC is a non-profit corpora- tion established for the purpose of issuing debt to purchase municipal facilities, which it leases to the Town. Objectives A measurable output that an organization strives to achieve within a designated time frame. The achievement of the objective advances an organization toward a corre- sponding goal. Operating Budget Plans of current expenditures and the proposed means of financing them. The an- nual operating budget is the primary means by which most of the financing activities of the Town are controlled. Ordinance A formal legislative enactment by the Town Council. Performance Indicators Measurement of service performance indicators that reflect amount of money spent on services and the resulting outcomes at a specific level of services provided. Property Tax The total property tax levied by a municipality. Arizona’s municipal property tax sys- tem is divided into a primary and secondary rate. Primary Tax Arizona statute limits the primary property tax levy amount and municipalities may use this tax for any purpose. Program Budget A program budget is a budget in which expenditures are based primarily on pro- grams of work and secondarily on object. Rainy Day Fund Reserve created from the General Fund fund balance for the sole purpose of prepar- ing for a catastrophic downturn in revenues. The height of desert living. 332 Resolution A special or temporary order of the Town Council. Requires less formality than an ordinance. Resources Total amounts available for appropriation including estimated revenues, bond/loan proceeds, fund transfers, and beginning fund balances. Revenue Financial resources received from taxes, user charges, and other levels of govern- ment. Revenue Bonds Bonds whose principal and interest are payable exclusively from earnings of a reve- nue generating fund. Secondary Rate Arizona statute does not limit the secondary tax levy amount and municipalities may only use this levy to retire the principal and interest or redemption charges on bond debt. Bonds whose principal and interest are payable exclusively from earnings of a reve- nue generating fund. Special Revenue Fund Accounts for the proceeds of specific revenue sources that are legally restricted to expenditure for specific purposes. State-Shared Revenue Includes the Town’s portion of state sales tax revenues, state income tax receipts, motor vehicle in-lieu taxes. Tax Levy The total amount of the general property taxes collected for purposes specified in the Tax Levy Ordinance. Tax Rate The amount of tax levied for each $100 of assessed valuation. Transfer Movement of resources between two funds. Example: An interfund transfer would include the transfer of operating resources from the General Fund to the Street Fund. The height of desert living. 333 Working Capital Working capital is a financial metric which represents the operating liquidity that is available to the Town Undesignated Fund Balance That portion of fund balance that has not been designated for some future project or use. Monies in the undesignated fund balance are not in the budget and have, therefore, not been appropriated for expenditure. The height of desert living. 334 Town of Fountain Hills 16705 E Avenue of the Fountain Fountain Hills, Arizona 85268 480-816-5100