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HomeMy WebLinkAbout20032684.tiff 86 arvnd SDOldflOSDEI NVV'W1H TEN YEAR TREND Cumulative Percent Increase: Human Services 300 -- O Taxes 250 •Human Services 200 w 150 0 w 100 _III 50 0 I i I I I I I I I I 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 HUMAN SERVICES FUND SUMMARY The Human Services Fund for2004 is projected to increase by$845,851,or7.99 percent,fora total of$11,433,351. Changes are associated with increases to Head Start Programs,which help with various needs of economically disadvantaged pre-school children and jobs programs, as well as Area Agency on Aging, which includes a variety of programs for older Americans. Being totally reliant upon state and federal funding sources, Human Services continues to operate in an environment of uncertainty. The Human Services Fund's 2004 budget has been constructed based upon the best available information on the funding levels. It is very likely that many of the amounts will be changed between now and the actual execution of the 2004 budget. The primary programs of Human Services are associated with the Workforce Investment Act(W IA) funded under the Department of Labor,Employment and Training Administration. This program is anticipating $1,275,000 for 2004. In addition, the Job Service contract will be for$620,000, and Temporary Assistance to Needy Families (TANF) is funded at$457,500, primarily for training of TANF clients. The Welfare to Work Grant remains the same at $250,000 for 2004. The Human Services Fund is totally funded through state and federal programs with the exception of the 25 percent local match for the Aging Program, which amounts to $12,351. All Human Services indirect costs are included in the 2004 budget. Other programs of the Human Services Fund remain relatively stable programmatically with the following 2004 funding levels: Transportation $ 223,000 Supplemental Foods 1,184,000 Area Agency on Aging 1,167,500 Senior Nutrition 424,000 CSBG 290,000 Other 100,000 In the above programs,Weld County must continue to be responsive and reactive to federal and state administrative and budget changes in 2004. The budget includes funding for Head Start programs totaling $3,080,000, with an additional $2,230,000 for Migrant Head Start. The Pre-School Program is funded at$120,000, and all the educational programs total $5,430,000, up $104,000. 304 HUMAN SERVICES FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND INTERGOVERNMENTAL REVENUE 2611 60000 4314 USDA 115,000.00 180,000.00 180,000.00 261496 60000 4314 USDA 40,000.00 70,000.00 70,000.00 2653 60000 4314 USDA 50,000.00 50,000.00 50,000.00 2654 60000 4314 USDA 10,000.00 16,000.00 16,000.00 267695 60000 4314 USDA 184,000.00 184,000.00 184,000.00 2611 60000 4320 FEDERAL GRANTS 2,880,000.00 2,880,000.00 2,880,000.00 261496 60000 4320 FEDERAL GRANTS 2,140,000.00 2,140,000.00 2,140,000.00 262695 60000 4320 FEDERAL GRANTS 561,000.00 620,000.00 620,000.00 2627 60000 4320 FEDERAL GRANTS 17,000.00 20,000.00 20,000.00 2633 60000 4320 FEDERAL GRANTS 250,000.00 0.00 0.00 2635 60000 4320 FEDERAL GRANTS 66,000.00 80,000.00 80,000.00 2636 60000 4320 FEDERAL GRANTS 212,000.00 230,000.00 230,000.00 2637 60000 4320 FEDERAL GRANTS 210,000.00 320,000.00 320,000.00 264095 60000 4320 FEDERAL GRANTS 0.00 15,000.00 15,000.00 264096 60000 4320 FEDERAL GRANTS 0.00 5,000.00 5,000.00 2641 60000 4320 FEDERAL GRANTS 30,000.00 20,000.00 20,000.00 2643 60000 4320 FEDERAL GRANTS 200,000.00 250,000.00 250,000.00 2644 60000 4320 FEDERAL GRANTS 0.00 40,000.00 40,000.00 2651 60000 4320 FEDERAL GRANTS 48,649.00 55,000.00 55,000.00 w 2652 60000 4320 FEDERAL GRANTS 201,000.00 235,000.00 235,000.00 o 2653 60000 4320 FEDERAL GRANTS 193,000.00 220,000.00 220,000.00 LI 2654 60000 4320 FEDERAL GRANTS 29,000.00 30,000.00 30,000.00 2655 60000 4320 FEDERAL GRANTS 13,000.00 15,000.00 15,000.00 2657 60000 4320 FEDERAL GRANTS 2,500.00 2,500.00 2,500.00 2658 60000 4320 FEDERAL GRANTS 2,500.00 4,000.00 4,000.00 2662 60000 4320 FEDERAL GRANTS 70,000.00 120,000.00 120,000.00 2673 60000 4320 FEDERAL GRANTS 0.00 100,000.00 100,000.00 267895 60000 4320 FEDERAL GRANTS 250,000.00 290,000.00 290,000.00 2672 60000 4321 MEDICAID 55,000.00 80,000.00 80,000.00 267695 60000 4324 VALUE OF INVENTORY 1,000,000.00 1,000,000.00 1,000,000.00 2628 60000 4340 GRANTS 0.00 40,000.00 40,000.00 262995 60000 4340 GRANTS 158,000.00 190,000.00 190,000.00 2632 60000 4340 GRANTS 357,500.00 357,500.00 357,500.00 2638 60000 4340 GRANTS 0.00 20,000.00 20,000.00 2646 60000 4340 GRANTS 107,000.00 100,000.00 100,000.00 265995 60000 4340 GRANTS 425,000.00 500,000.00 500,000.00 2669 60000 4340 GRANTS 0.00 9,000.00 9,000.00 2671 60000 4340 GRANTS 180,000.00 180,000.00 180,000.00 2672 60000 4340 GRANTS 0.00 23,000.00 23,000.00 2673 60000 4340 GRANTS 0.00 10,000.00 10,000.00 2651 60000 711000 TRANSFERS 12,351.00 12,351.00 12,351.00 TOTAL INTERGOVERNMENTAL REVENUE 10,069,500.00 10,713,351.00 10,713,351.00 HUMAN SERVICES FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 2611 60000 4410 CHARGE FOR SERVICES 10,000.00 10,000.00 10,000.00 2617 60000 4410 CHARGE FOR SERVICES 120,000.00 120,000.00 120,000.00 262995 60000 4410 CHARGE FOR SERVICES 5,000.00 5,000.00 5,000.00 2632 60000 4410 CHARGE FOR SERVICES 40,000.00 100,000.00 100,000.00 2645 60000 4410 CHARGE FOR SERVICES 155,000.00 250,000.00 250,000.00 2646 60000 4410 CHARGE FOR SERVICES 13,000.00 40,000.00 40,000.00 2653 60000 4410 CHARGE FOR SERVICES 0.00 4,000.00 4,000.00 2654 60000 4410 CHARGE FOR SERVICES 12,000.00 4,000.00 4,000.00 2669 60000 4410 CHARGE FOR SERVICES 20,000.00 7,000.00 7,000.00 TOTAL CHARGE FOR SERVICE 375,000.00 540,000.00 540,000.00 MISCELLANEOUS 261496 60000 4680 OTHER 20,000.00 20,000.00 20,000.00 2611 60000 4690 DONATIONS 1,000.00 0.00 0.00 2653 60000 4690 DONATIONS 122,000.00 150,000.00 150,000.00 2611 60000 4730 OTHER FEES 0.00 10,000.00 10,000.00 TOTAL MISCELLANEOUS 143,000.00 180,000.00 180,000.00 TOTAL HUMAN SERVICES FUND 10,587,500.00 11,433,351.00 11,433,351.00 w 0 0" , HUMAN SERVICES FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2611 60000 HUMAN SERVICES 3,006,000.00 3,080,000.00 3,080,000.00 261496 60000 HUMAN SERVICES 2,200,000.00 2,230,000.00 2,230,000.00 2617 60000 HUMAN SERVICES 120,000.00 120,000.00 120,000.00 262695 60000 HUMAN SERVICES 561,000.00 620,000.00 620,000.00 2627 60000 HUMAN SERVICES 17,000.00 20,000.00 20,000.00 2628 60000 HUMAN SERVICES 0.00 40,000.00 40,000.00 262995 60000 HUMAN SERVICES 163,000.00 195,000.00 195,000.00 2632 60000 HUMAN SERVICES 397,500.00 457,500.00 457,500.00 2633 60000 HUMAN SERVICES 250,000.00 0.00 0.00 2635 60000 HUMAN SERVICES 66,000.00 80,000.00 80,000.00 2636 60000 HUMAN SERVICES 212,000.00 230,000.00 230,000.00 2637 60000 HUMAN SERVICES 210,000.00 320,000.00 320,000.00 2638 60000 HUMAN SERVICES 0.00 20,000.00 20,000.00 264095 60000 HUMAN SERVICES 0.00 15,000.00 15,000.00 0 264096 60000 HUMAN SERVICES 0.00 5,000.00 5,000.00 2641 60000 HUMAN SERVICES 30,000.00 20,000.00 20,000.00 2643 60000 HUMAN SERVICES 200,000.00 250,000.00 250,000.00 2644 60000 HUMAN SERVICES 0.00 40,000.00 40,000.00 2645 60000 HUMAN SERVICES 155,000.00 250,000.00 250,000.00 2646 60000 HUMAN SERVICES 120,000.00 140,000.00 140,000.00 2651 60000 HUMAN SERVICES 61,000.00 67,351.00 67,351.00 2652 60000 HUMAN SERVICES 201,000.00 235,000.00 235,000.00 2653 60000 HUMAN SERVICES 365,000.00 424,000.00 424,000.00 2654 60000 HUMAN SERVICES 51,000.00 50,000.00 50,000.00 2655 60000 HUMAN SERVICES 13,000.00 15,000.00 15,000.00 2657 60000 HUMAN SERVICES 2,500.00 2,500.00 2,500.00 2658 60000 HUMAN SERVICES 2,500.00 4,000.00 4,000.00 265995 60000 HUMAN SERVICES 425,000.00 500,000.00 500,000.00 2662 60000 HUMAN SERVICES 70,000.00 120,000.00 120,000.00 2669 60000 HUMAN SERVICES 20,000.00 16,000.00 16,000.00 2671 60000 HUMAN SERVICES 180,000.00 180,000.00 180,000.00 2672 60000 HUMAN SERVICES 55,000.00 103,000.00 103,000.00 2673 60000 HUMAN SERVICES 0.00 110,000.00 110,000.00 HUMAN SERVICES FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 267695 60000 HUMAN SERVICES 1,184,000.00 1,184,000.00 1,184,000.00 267895 60000 HUMAN SERVICES 250,000.00 290,000.00 290,000.00 TOTAL HUMAN SERVICES FUND 10,587,500.00 11,433,351.00 11,433,351.00 co 0 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Head Start Program -- 60000 - 2611 DEPARTMENT DESCRIPTION: Health, nutrition, education and day care programs for economically disadvantaged pre-school age children. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 2,255,511 $ 1,500,000 $ 1,600,000 $ 1,600,000 Supplies 351,625 200,000 156,000 156,000 Purchased Services 251,749 1,300,000 1,318,000 1,318,000 Fixed Charges 10,212 6,000 6,000 6,000 Gross County Cost $ 2,869,097 $ 3,006,000 $ 3,080,000 $ 3,080,000 Revenue 2,869,097 3,006,000 3,080,000 3,080,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budgeted Positions - - - - - - - - SUMMARY OF CHANGES: Program revenues have increased $74,000 or 2.46% OBJECTIVES: 1) Administer program in accordance with Department of Health and Human Services (DHHS) rules and regulations; and 2) Provide services to eligible clients as specified in the Head Start plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 641 640 640 Efficiency Measures Per capita cost $14.71 $14.92 $14.77 Per capita cost (County support) In kind $2.19 $2.19 $2.19 Effectiveness Measures (desired results) Maintain full case load slots 577 577 577 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 309 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Migrant Head Start -- 60000 - 2614 DEPARTMENT DESCRIPTION: Health, nutrition and day care programs for infant/toddler and preschool-age migrant children in Northeast Colorado and the Western slope. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT 'NEXT FY NEXT FY FY Personnel Services $ 951,247 $ 1,000,000 $ 1,000,000 $ 1,000,000 Supplies 80,087 200,000 200,000 200,000 Purchased Services 940,908 897,000 1,027,000 1,027,000 Fixed Charges 790 3,000 3,000 3,000 Capital 5,508 100,000 0 0 Gross County Cost $ 1,978,540 $ 2,200,000 $ 2,230,000 $ 2,230,000 Revenue 1,978,540 2,200,000 2,230,000 2,230,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budgeted Positions - - - - - - - - SUMMARY OF CHANGES: Program grant has increased $30,000 or 1.4%. OBJECTIVES: 1) Administer program in accordance with DHHS rules and regulations; and 2) Provide services to eligible clients as specified in the Migrant Head Start plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 146 250 250 Efficiency Measures Per capita cost $10.15 $10.92 $10.70 Per capita cost (County Support) In kind $1.66 $1.66 $1.66 Effectiveness Measures (desired resultsl Maintain performance standards Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 310 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Preschool Fund --60000 - 2617 DEPARTMENT DESCRIPTION: Contracted Preschool slots with various school districts. ACTUAL ? BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 119,725 $ 69,000 $ 69,000 $ 69,000 Supplies 7,698 1,000 1,000 1,000 Purchased Services 60,263 50,000 50,000 50,000 Capital 0 0 0 0 Gross County Cost $ 187,686 $ 120,000 $ 120,000 $ 120,000 Revenue 187,686 120,000 120,000 120,000 Net County Cost $ 0 $ 0 $ 0 $ 0 _Budgeted Pncitinns - - - - - - - - SUMMARY OF CHANGES: Human Services will only be providing preschool services to Weld School District RE-1. OBJECTIVES: Provide preschool services to school districts requesting the services. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Clients served 75 48 48 Efficiency Measures Per capita cost $0.96 $0.60 $0.58 Effectiveness Measures (desired results) Full slots maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 311 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Job Service (Wagner/Peyser B) - - 60000 - 2626 DEPARTMENT DESCRIPTION: Administer all Job Service activities to the residents of Weld County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 478,351 $ 460,000 $ 511,700 $ 511,700 Supplies 805 1,000 1,000 1,000 Purchased Services 125,192 100,000 107,300 107,300 Gross County Cost $ 604,348 $ 561,000 $ 620,000 $ 620,000 Revenue 604,348 561,000 620,000 620,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Wagner/Peyser grant amount has increased $59,000 or 10.5% for 2004. OBJECTIVES: 1) Administer Wagner/Peyser Contract in accordance with DOL rules and regulations;and 2)Provide services to eligible clients as specified in the One Stop plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED `Work Outputs Clients served 16,041 16,000 16,000 _Efficiency Measures Per capita cost $3.10 $2.78 $2.97 Effectiveness Measures (desired results) Job placements 6,052 6,000 6,000 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 312 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND Number Summer Job Hunt -- 60000 - 2627 DEPARTMENT DESCRIPTION: Administer youth employment program for the summer months. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 14,172 $ 14,000 $ 17,000 $ 17,000 Supplies 0 0 Purchased Services 3,758 3,000 3,000 3,000 Gross County Cost $ 17,930 $ 17,000 $ 20,000 $ 20,000 Revenue 17,930 17,000 20,000 20,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant is anticipated to increase $3,000 or 17.6%. OBJECTIVES: 1) Administer Summer Job Hunt contract in accordance with DOL rules and regulations;and 2)Provide services to eligible clients as specified in the One Stop plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 2,708 2,500 2,500 Efficiency Measures Per capita cost $0.09 $0.08 $0.10 Effectiveness Measures (desired results) Clients placed in employment 581 500 500 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 313 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Employment First-- 60000 - 2629 DEPARTMENT DESCRIPTION: This program allows eligible Food Stamp clients to participate in various job search and development activities. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 85,957 $ 120,000 $ 113,000 $ 113,000 Supplies 21,634 8,000 20,000 20,000 Purchased Services 74,271 35,000 62,000 62,000 Gross County Cost $ 181,862 $ 163,000 $ 195,000 $ 195,000 Revenue/Transfers In 181,862 163,000 195,000 195,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program grant amount has increased $32,000 or 19.6%. OBJECTIVES: 1)Administer program in accordance with USDA rules and regulations; and 2) Provide services to eligible clients as specified in the Employment First plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Clients Served 1,842 1,800 1,800 _Efficiency Measures Per capita cost $0.93 $0.81 $0.94 _Effectiveness Measures (desired results) Clients placed in employment 387 400 400 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 314 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Temporary Assistance to Needy Families - 60000-2632 DEPARTMENT DESCRIPTION: Employment/Training program for clients on welfare. ACTUAL "' BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 337,445 $ 330,000 $ 340,000 $ 340,000 Supplies 1,943 1,500 2,000 2,000 Purchased Services 80,641 66,000 115,500 115,500 Gross County Cost $ 420,029 $ 397,500 $ 457,500 $ 457,500 Revenue 420,029 397,500 457,500 457,500 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Revenue and program expenses are up $60,000 or 15.1%. OBJECTIVES: Provide employment services to TANF clients. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Clients Served/month 160 160 160 _Efficiency Measures Per capita cost (county support) $2.15 $1.97 $2.19 _Effectiveness Measures (desired results) Meet Federal Participation rates Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 315 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Welfare to Work -- 60000 - 2633 DEPARTMENT DESCRIPTION: Program to work with the employed, hard-to-serve TANF clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 120,882 $ 125,000 $ 0 $ 0 Supplies 3,099 5,000 Purchased Services 77,186 120,000 Gross County Cost $ 201,167 $ 250,000 $ 0 $ 0 Revenue 201,167 250,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program terminated by Federal Government. OBJECTIVES: To keep clients off of public assistance and employed. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Clients Served/month 100 90 0 Efficiency Measures Per capita cost $1.03 $1.24 $0.00 Effectiveness Measures (desired results) Meet job entuate Yes Yes N/A FINANCE/ADMINISTRATION RECOMMENDATION: N/A. BOARD ACTION: 316 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Workforce Investment Act-Administration--60000-2635 DEPARTMENT DESCRIPTION: This program tracks the administration for all of the Workforce Investment Act grants. ACTUAL - BUDGETED REQUESTED ` RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 44,266 $ 50,000 $ 45,000 $ 45,000 Supplies 21 1,000 1,000 1,000 Purchased Services 31,817 15,000 34,000 34,000 Gross County Cost $ 76,104 $ 66,000 $ 80,000 $ 80,000 Revenue 76,104 66,000 80,000 80,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Program grant has increased $14,000 or 21.2%. OBJECTIVES: To assist client in finding employment. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs _Efficiency Measures Per capita cost $0.39 $0.33 $0.38 _Effectiveness Measures (desired results) FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 317 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER:Workforce Investment Act-Adult Program 60000-2636 DEPARTMENT DESCRIPTION: This program provides employment and training for eligible adults. ACTUAL BUDGETED . REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 93,494 $ 170,000 $ 93,000 $ 93,000 Supplies 2,508 2,000 2,000 2,000 Purchased Services 127,895 40,000 135,000 135,000 Gross County Cost $ 223,897 $ 212,000 $ 230,000 $ 230,000 Revenue 223,897 212,000 230,000 230,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant has increased $18,000 or 8.5%. OBJECTIVES: Provide eligible adults with core services to attain employment. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 131 130 130 Efficiency Measures Per capita cost $1.15 $1.05 $1.10 , Effectiveness Measures (desired results) Entered employment rate 90% 65% 65% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 318 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Workforce Investment Act-Youth Program 60000-2637 DEPARTMENT DESCRIPTION: This program provides employment and training programs for in-school and out-of-school youth. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 222,498 $ 175,000 $ 226,960 $ 226,960 Supplies 11,024 1,000 11,000 11,000 Purchased Services 97,903 34,000 82,040 82,040 Gross County Cost $ 331,425 $ 10,000 $ 320,000 $ 320,000 Revenue 331,425 210,000 320,000 320,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant has been restored to comparable 2002 levels at $320,000. OBJECTIVES: To provide core services to eligible youth. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Youth served 194 150 180 _Efficiency Measures Per capita cost $1.70 $1.04 $1.53 Effectiveness Measures (desired results) Entered Employment rate (Older Youth) 89% 60% 60% Skill Attainment rate (Younger Youth) 91% 62% 62% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 319 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Workforce Investment Act BUDGET UNIT TITLE AND NUMBER: Statewide Activities Grant - - 60000-2640/2641 DEPARTMENT DESCRIPTION: These funds are incentive grants based on performance of the WIA programs and are used for staff training, administration and other programs. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 15,301 $ 11,000 $ 23,650 $ 23,650 Supplies 16 0 0 0 Purchased Services 14,835 19,000 16,350 16,350 Gross County Cost $ 30,152 $ 30,000 $ 40,000 $ 40,000 Revenue 30,152 30,000 40,000 40,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Scope of grant can change year to year. OBJECTIVES: To meet annual requirements of grant. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs _Efficiency Measures Per capita cost $0.15 $0.15 $0.19 Effectiveness Measures (desired results) FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 320 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Workforce Investment Act BUDGET UNIT TITLE AND NUMBER: Dislocated Worker Program -- 60000-2643 DEPARTMENT DESCRIPTION: This program provides retraining for laid off clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 81,448 $ 145,000 $ 102,340 $ 102,340 Supplies 10,258 5,000 9,000 9,000 Purchased Services 125,611 50,000 138,660 138,660 Gross County Cost $ 217,317 $ 200,000 $ 250,000 $ 250,000 Revenue 217,317 200,000 250,000 250,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant is anticipated to increase $50,000 or 25%. OBJECTIVES: Provide retraining for eligible laid off clients. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Clients served 135 120 130 Efficiency Measures Per capita cost $1.11 $0.99 $1.20 Effectiveness Measures (desired results) Entered employment rate 96% 74% 74% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 321 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Educational Lab -- 60000 - 2645 DEPARTMENT DESCRIPTION: This fund covers the cost of operating the Computer Education Lab. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 108,266 $ 100,000 $ 110,000 $ 110,000 Supplies 13,806 25,000 15,000 15,000 Purchased Services 89,225 30,000 125,000 125,000 Gross County Cost $ 211,297 $ 155,000 $ 250,000 $ 250,000 Revenue 211,297 155,000 250,000 250,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant is anticipated to be $250,000 for 2004. OBJECTIVES: Provide a computer educational experience for clients. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 2855 2500 2500 Efficiency Measures Per capita cost $1.08 $0.77 $1.20 _Effectiveness Measures (desired results) GED's obtained 64 70 70 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 322 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Americorp Program -- 60000 - 2646 DEPARTMENT DESCRIPTION: Youth corp program . ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 84,449 $ 95,000 $ 100,000 $ 100,000 Supplies 5,352 4,000 4,000 4,000 Purchased Services 22,452 21,000 36,000 36,000 Gross County Cost $ 112,253 $ 120,000 $ 140,000 $ 140,000 Revenue 112,253 120,000 140,000 140,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program is funded at $140,000 for 2004, up $20,000 or 16.7%. OBJECTIVES: Provide Federal Americorp program for youth to receive stipends and college tuition credits for public service work. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Participants in program 11 11 11 Efficiency Measures Per capita cost $0.58 $0.60 $0.67 Effectiveness Measures (desired results) Clients completing program 11 11 11 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 323 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Administration -- 60000 - 2651 DEPARTMENT DESCRIPTION: This Older American's Act Grant administers the Senior programs of the Area Agency on Aging. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 38,353 $ 43,000 $ 43,000 $ 43,000 Supplies 608 3,000 2,000 2,000 Purchased Services 24,949 15,000 22,351 22,351 Gross County Cost $ 63,910 $ 61,000 $ 67,351 $ 67,351 Revenue/Transfers In 51,559 48,649 55,000 55,000 Net County Cost $ 12,351 $ 12,351 $ 12,351 $ 12,351 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Funding set at $55,000, with $12,351 as the local match. OBJECTIVES: 1)Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Programs Administered 13 13 13 _Efficiency Measures Per capita cost (county support) $0.06 $0.06 $0.06 Per capita cost other $0.26 $0.24 $0.26 Effectiveness Measures (desired results): FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 324 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Support Services -- 60000 - 2652 DEPARTMENT DESCRIPTION: This grant provides several contracted services to the elderly; adult day care, home nursing care, peer counseling, outreach, respite services, legal counseling and ombudsman assistance. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY ' NEXT FY NEXT FY Personnel Services $ 72,697 $ 75,000 $ 77,000 $ 77,000 Supplies 56 1,000 300 300 Purchased Services 131,979 125,000 157,700 157,700 Gross County Cost $ 204,732 $ 201,000 $ 235,000 $ 235,000 Revenue 204,732 201,000 235,000 235,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Budgeted revenue is anticipated to be $34,000 over prior year. OBJECTIVES: 1)Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. 325 AREA AGENCY ON AGING SUPPORT SERVICES (CONTINUED) 6000-2652 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs (units of service) Outreach - Homebound Spanish elderly 3,315 3,300 3,500 Adult day care 18,719 18,500 19,000 Peer Counseling 2,700 2,500 2,500 Legal consultation/representation 1,031 1,000 1,000 Homemaker and personal care 1,540 1,500 1,500 Nursing home advocacy 855 850 850 _Efficiency Measures Per capita cost $1.05 $1.00 $1.13 _Effectiveness Measures (desired results) Work output goals are maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 326 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Congregate Meal Program -- 60000 - 2653 DEPARTMENTDESCRIPTION: This grant provides meals to the senior population at 23 nutrition sites around the County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 105,685 $ 105,000 $ 112,000 $ 112,000 Supplies 6,364 8,000 8,000 8,000 Purchased Services 271,023 252,000 304,000 304,000 Gross County Cost $ 383,072 $ 365,000 $ 424,000 $ 424,000 Revenue 383,072 365,000 424,000 424,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program revenue is up $59,000 or 16.2% OBJECTIVES: 1) Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Meals served 72,481 73,000 74,000 Efficiency Measures Per capita cost $1.96 $1.81 $2.03 Effectiveness Measures (desired results) FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 327 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Home Delivered Meals -- 60000 - 2654 DEPARTMENT DESCRIPTION: This grant provides home delivered meals through Meals on Wheels and also funds the Liquid Supplement Program. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 3,716 4,000 4,000 4,000 Purchased Services 43,663 47,000 46,000 46,000 Gross County Cost $ 47,379 $ 51,000 $ 50,000 $ 50,000 Revenue 47,379 51,000 50,000 50,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program funded at $50,000, down $1,000. OBJECTIVES: 1)Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Meals served by Meals on Wheels 22,636 22,500 22,500 Liquid supplement 4,879 4,750 4,800 Efficiency Measures Per capita cost $0.24 $0.25 $0.24 _Effectiveness Measures (desired results! FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 328 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Health Services -- 60000 - 2656/2655 DEPARTMENT DESCRIPTION:This grant provides health services to senior community. This grant supports the annual senior health fair and the wellspring club. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 6,405 $ 3,000 $ 7,000 $ 7,000 Supplies 1,197 0 2,000 2,000 Purchased Services 5,282 10,000 6,000 6,000 Gross County Cost $ 12,884 $ 13,000 $ 15,000 $ 15,000 Revenue 12,884 13,000 15,000 15,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - -- -- -- SUMMARY OF CHANGES: Funding is up $2,000 over prior year. OBJECTIVES: 1)Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agencyon Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 1,350 1,350 1,350 Efficiency Measures Per capita cost $0.07 $0.06 $0.07 _Effectiveness Measures (desired results). Work output goals are maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 329 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Elder Abuse Grant-- 60000 - 2657 DEPARTMENT DESCRIPTION: This grant provides for educational training to the community on elder abuse. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY ` NEXT FY NEXT FY Personnel Services $ 1,780 $ 2,000 $ 2,000 $ 2,000 Supplies 0 0 Purchased Services 391 500 500 500 Gross County Cost $ 2,171 $ 2,500 $ 2,500 $ 2,500 Revenue 2,171 2,500 2,500 2,500 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: Provide training to the community on elderly abuse. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Educated CNA, staff, NH residents/families 2,171 2,100 2.100 Efficiency Measures Per capita cost $0.01 $0.01 $0.01 Effectiveness Measures (desired results) Education of long term staff 2,171 2,100 2, 100 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 330 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Special Ombudsman -- 60000 - 2658 DEPARTMENT DESCRIPTION: These funds supplement the support services fund. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 2,864 $ 2,000 $ 3,000 $ 3,000 Supplies 0 0 Purchased Services 567 500 1,000 1,000 Gross County Cost $ 3,431 $ 2,500 $ 4,000 $ 4,000 Revenue 3,431 2,500 4,000 4,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program funded at $4,000 for 2004. OBJECTIVES: 1)Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Complaints investigated 3,431 3,400 3,400 Efficiency Measures Per capita cost $0.02 $0.01 $0.02 Effectiveness Measures (desired results) Work outputs are maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 331 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Single Entry Point-- 60000 - 2659 DEPARTMENT DESCRIPTION: This grant provides case management services to Medicaid eligible clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 359,243 $ 345,000 $ 400,000 $ 400,000 Supplies 521 1,000 1,000 1,000 Purchased Services 67,382 79,000 99,000 99,000 Gross County Cost $ 427,146 $ 425,000 $ 500,000 $ 500,000 Revenue 427,146 425,000 500,000 500,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program grant is up $75,000 or 15% for 2004. OBJECTIVES: 1)Administer program as defined by CDSS rules and regulations; and 2)Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 550 550 600 Efficiency Measures Per capita cost $2.19 $2.11 $2.40 Effectiveness Measures (desired results) Divert Medicaid Eligible clients from 550 550 600 Institutional care to cost effective home care FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 332 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Federal Transit Grant -- 60000 - 2662 DEPARTMENT DESCRIPTION: This grant supplements minibus services to the elderly of the County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 41,384 $ 40,000 $ 67,200 $ 67,200 Supplies 0 0 0 0 Purchased Services 32,516 30,000 52,800 52,800 Gross County Cost $ 73,900 $ 70,000 $ 120,000 $ 120,000 Revenue 73,900 70,000 120,000 120,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Federal transportation grant is up $50,000 for 2004. OBJECTIVES: 1)Administer program as defined by CDOT rules and regulations;and 2)Provide services to eligible clients as specified in the FTA grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Miles tracked 598,172 600,000 750,000 Efficiency Measures Per capita cost $0.38 $0.35 $0.58 _Effectiveness Measures (desired results), Passenger trips 107,949 108,000 120,000 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 333 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Other Programs -- 60000 - 2669 DEPARTMENT DESCRIPTION: This area includes minor sources of funding that supplement the aging programs. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 8,024 $ 17,000 $ 13,000 $ 13,000 Supplies 0 0 Purchased Services 10,470 3,000 3,000 3,000 Gross County Cost $ 18,494 $ 20,000 $ 16,000 $ 16,000 Revenue 18,494 20,000 16,000 16,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program revenue is down $4,000 or 20%. OBJECTIVES: Supplement other senior programs in Weld County. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 1,288 1,300 1,250 _Efficiency Measures Per capita cost $0.09 $0.10 $0.04 Effectiveness Measures (desired results! Maintain work outputs goals Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 334 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Area Agency on Aging State Funds - - 60000-2671 DEPARTMENT DESCRIPTION: New supplemental funding source started 7/1/2000. A combination of HB-1072 funds and General Fund Long Bill monies. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 52,869 $ 50,000 $ 50,000 $ 50,000 Supplies 148 1,000 1,000 1,000 Purchased Services 83,840 129,000 129,000 129,000 Gross County Cost $ 136,857 $ 180,000 $ 180,000 $ 180,000 Revenue 136,857 180,000 180,000 180,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGE: No change. OBJECTIVES: 1) Administer program as defined by CDHS/OAA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Dental Clients Served 66 70 70 Meals served 1,776 2,500 2,500 SC Personal Care Clients served 41 50 50 Loneliness contacts 4,086 4,500 4,500 Ombudsman clients served 302 400 400 _Efficiency Measures: (Per capita cost) $0.70 $0.89 $0.86 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 335 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Medicaid Transportation -- 60000 - 2672 DEPARTMENT DESCRIPTION: Non-medical transportation of Single Entry Point clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 13,977 $ 30,000 $ 57,680 $ 57,680 Supplies 0 0 Purchased Services 75,704 25,000 45,320 45,320 Gross County Cost $ 89,681 $ 55,000 $ 103,000 $ 103,000 Revenue 89,681 55,000 103,000 103,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions SUMMARY OF CHANGES: Program is up$48,000 due to county providing more direct services. OBJECTIVES: To meet the non-medical transportation needs of our single entry point clients. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Passenger trips 6,898 4,583 7,900 Efficiency Measures Per capita cost $0.46 $0.27 $0.49 Effectiveness Measures (desired results) FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 336 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Supplemental Foods -- 60000- 2676 DEPARTMENT DESCRIPTION: This program distributes USDA commodities to low income eligible mothers, infants and children and elderly of the County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT Pt Personnel Services $ 2,673 $ 4,000 $ 3,000 $ 3,000 Supplies 1,150,207 1,000,000 1,000,000 1,000,000 Purchased Services 174,398 180,000 181,000 181,000 Gross County Cost $ 1,327,278 $ 1,184,000 $ 1,184,000 $ 1,184,000 Revenue 1,327,278 1,184,000 1,184,000 1,184,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: 1) Administer program in accordance with USDA rules and regulations; and 2) Provide services to eligible clients as specified in the USDA contract approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 49,585 45,000 45,000 Efficiency Measures Per capita cost $6.81 $5.88 $5.68 _Effectiveness Measures (desired results) Maintain or increase average monthly Yes Yes Yes participation rate FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 337 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Community Services Block Grant -- 60000 - 2678 DEPARTMENT DESCRIPTION: This grant provides a range of community services to the low income and elderly of the community. It's focus has been on transportation in the rural sites. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 158,079 $ 155,000 $ 160,000 $ 160,000 Supplies 363 1,000 1,000 1,000 Purchased Services 117,256 94,000 129,000 129,000 Gross County Cost $ 275,698 $ 250,000 $ 290,000 $ 290,000 Revenue 275,698 250,000 290,000 290,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program revenues are up $40,000 or 16%. OBJECTIVES: 1)Administer program as defined by DOL rules and regulations; and 2) Provide services to eligible clients as specified in the CSBG plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Transportation to rural elderly 3,100 3,000 4,000 Volunteer support 1,967 1,900 2,000 Employment opportunities low-income 1,641 1,600 1,650 unskilled adult labor force Efficiency Measures: Per capita cost $1.41 $1.24 $1.39 Effectiveness Measures (desired results) Work output goals maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 338 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Multi-Disciplinary Youth Assessment -- 60000-2638 DEPARTMENT DESCRIPTION:This program provides planning and treatment plans for at-risk youth in combination with the DA, SS, North Range and Island Grove. ACTUAL BUDGETED ' - REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY r NEXT FY NEXT FY Personnel Services $ 14,900 $ 30,000 $ 15,000 $ 15,000 Supplies 0 0 0 0 Purchased Services 3,110 12,000 5,000 5,000 Gross County Cost $ 18,010 $ 42,000 $ 20,000 $ 20,000 Revenue 18,010 42,000 20,000 20,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program is only funded through June 30, 2004, or six months. OBJECTIVES: 1) Administer program in accordance with SS contract. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Efficiency Measures Per capita cost $0.09 $0.21 $0.10 Effectiveness Measures (desired results). Maintain requirements of contract Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 339 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: National Emergency Grant -- 60000 - 2644 DEPARTMENT DESCRIPTION: This grant provides employment and retraining opportunities to those who jobs were affected by 9/11 . ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 12,485 $ 30,000 $ 20,000 $ 20,000 Supplies 2,172 2,000 2,000 2,000 Purchased Services 12,915 28,000 18,000 18,000 Gross County Cost $ 27,572 $ 60,000 $ 40,000 $ 40,000 Revenue 27,572 60,000 40,000 40,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant is down $20,000 or 33%. OBJECTIVES: 1)Administer program as defined by DOL rules and regulations; and 2) Provide services to eligible clients as specified in the NEG plan approved by the Board. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 62 60 60 Efficiency Measures: Per capita cost $0.14 $0.30 $0.19 Effectiveness Measures (desired results) Work output goals maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 340 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Part E Family Care giver Support -- 60000-2673 DEPARTMENT DESCRIPTION: This program provides support to family who are caring for relatives at home . ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 24,397 $ 30,000 $ 35,000 $ 35,000 Supplies 4,478 5,000 1,000 1,000 Purchased Services 35,454 40,000 74,000 74,000 Gross County Cost $ 64,329 $ 75,000 $ 110,000 $ 110,000 Revenue 64,329 75,000 110,000 110,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program grant level is up $35,000 or 47%. OBJECTIVES: 1)Administer program in accordance with Older American Act Requirements. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Care giver Support- units of services 157 175 200 Grandparents raising grandkids - clients served 132 150 200 Efficiency Measures Per capita cost $0.33 $0.37 $0.53 Effectiveness Measures (desired results). Maintain requirements of grant Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 341 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Consumer Navigator-- 60000 - 2628 DEPARTMENT DESCRIPTION: This grant provides employment planning for those in need of technical assistance with SSI/SSA rules and regulations. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 30,000 $ 30,000 $ 30,000 Supplies 0 1,000 1,000 1,000 Purchased Services 0 9,000 9,000 9,000 Gross County Cost $ 0 $ 40,000 $ 40,000 $ 40,000 Revenue 0 40,000 40,000 40,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: 1) Administer program as defined by DOLA rules and regulations. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 0 30 30 _Efficiency Measures: Per capita cost $0.00 $0.21 $0.19 _Effectiveness Measures (desired resultsl Work output goals maintained Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 342 - PECIAL EVENUE FUNDS rr SPECIAL REVENUE FUNDS Special Revenue Funds are established to account for taxes or other earmarked revenue of the county which finance specified activities as required by law or administrative action. CONTINGENCY FUND: The Contingency Fund is funded at the level of$5,250,000. Given the uncertainty of state and federal funding and tax collections, it is recommended that this amount, coupled with the approximate $2,000,000 carry-over fund balance in the General Fund be retained. SOLID WASTE FUND: The Solid Waste Fund is funded at the anticipated revenue level of fees at $1,500,000 with an anticipated beginning fund balance of$1,000,000. Funds are committed to offset environmental health costs: the household hazardous waste program($707,377),overhead($143,380),and trash enforcement and pickup program($64,972). Atotal of$440,000 is designated for roads impacted by landfills. CONSERVATION TRUST FUND: The Conservation Trust Fund is budgeted at$354,000 based upon the anticipated operating costs for 2004. The budget reflects funding of Island Grove Park only. EMERGENCY RESERVE FUND: The Emergency Reserve Fund is established per Amendment One(TABOR),passed November3, 1992. The amendment requires that an emergency reserve be created to be used for declared emergencies only. It also requires each local government to reserve one percent or more for 1993, two percent or more for 1994, and three percent or more for all later years of the fiscal year spending, excluding bonded debt service. Caused reserves apply to the next year's reserve. A reserve of $3,025,000 has been established for 2004, which is greater than the required three percent of fiscal spending. 343 CONSERVATION TRUST FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND INTERGOVERNMENTAL REVENUE 2200 73700 4332 LOTTERY 360,000.00 340,000.00 340,000.00 MISCELLANEOUS REVENUE 2200 73700 4610 EARNINGS ON INVESTMENTS 14,000.00 14,000.00 14,000.00 TOTAL CONSERVATION TRUST FUND 374,000.00 354,000.00 354,000.00 w r r CONSERVATION TRUST FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2200 73700 CONSERVATION TRUST 374,000.00 354,000.00 354,000.00 TOTAL CONSERVATION TRUST FUND 374,000.00 354,000.00 354,000.00 U, BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: CONSERVATION TRUST FUND BUDGET UNIT TITLE AND NUMBER: Conservation Trust Fund -- 2200-73700 DEPARTMENT DESCRIPTION: Accounts for revenue received from the State of Colorado to be used for the acquisition,development,and maintenance of new conservation sites within Weld County. ACTUAL BUDGETED REQUESTED . RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 322,718 348,555 352,937 352,937 Capital 0 25,445 1,063 1,063 Gross County Cost $ 322,718 $ 374,000 $ 354,000 $ 354,000 Revenue 418,023 374,000 354,000 354,000 Net County Cost $ - 95,305 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Revenues from the Colorado Lottery are being projected at a 15% reduced level due to a drop in the proceeds from Lotto(-16%)and Powerball(-21%)from 2002,and $14,000 from interest earnings. The fund has a $500,000 carry over fund balance that allows the county to spend the proceeds one year after their receipt,which is a prudent spending philosophy for this fund. Island Grove Park will have a gross cost of$427,937,less$75,000 in revenue for a net of$352,937, up$4,382 from 2003. Gross costs for the park maintenance has not increased over 2003. A total of$1,063 is in unallocated capital items. Since 2002,the Missile Site Park has been funded in the General Fund. OBJECTIVES: See criteria following Administrative Recommendation. 346 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Island Grove Park Visitors 390,000 400,000 405,000 Efficiency Measures Per capita cost (county support) $1.65 $1.87 $1.60 Cost per visitor $0.42 $0.46 $0.43 _Effectiveness Measures (desired results) Percentage of increased use 3% 3% 1.2% Percentage of increased revenue from user fees to support parks 15% 15% 15% FINANCE/ADMINISTRATION RECOMMENDATION: Historically, the following is the amount of money received annually since the lottery started: 1983 $ 194,698 1984 195,304 1985 151,033 1986 138,069 1987 162,736 1988 154,074 1989 130,764 1990 136,726 1991 200,103 1992 220,219 1993 264,371 1994 205,534 1995 327,162 1996 312,024 1997 356,262 1998 363,962 1999 286,971 2001 358,802 2002 391,780 347 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 FINANCE/ADMINISTRATION RECOMMENDATION(CONTINUED): The funds have been used for maintenance and development of Island Grove Park and the Missile Site Park,with the exception of the following items: Entity Purpose Amount 1983: Greeley Civic Auditorium $ 141,464 1984: Greeley Civic Auditorium $ 143,000 1985: Greeley Civic Auditorium $ 90,000 1986: Greeley Civic Auditorium $ 51,500 LaSalle Community Center 10,000 Ault Park System 7,500 Dacono Park Improvements 3,000 Windsor Park Improvements 6,000 Ft. Lupton Pearsin Park Sports Complex 10,000 Independence Stampede Headquarters Facility 5,000 Since 1987a11 funds have gone to the two county parks. Beginning in 2002 only Island Grove Park has been funded. In 1984,the Board adopted the following criteria,in priority order,for the use and allocation of Weld County lottery funds. This policy remains in force today: 1. To maintain and develop the two existing county parks. 2. Projects must enhance the quality of life for the citizens of Weld County. 3. Projects must contribute to or compliment the economic development activities of Weld County. 4. Projects must have an area impact or significance. 5. Funds used for local community projects must have substantial local support. 6. Outside of existing county parks, no operating funds shall be contributed to projects. 348 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 FINANCE/ADMINISTRATION RECOMMENDATION(CONTINUED): No capital items were requested, but$1,063 is recommended as undesignated in case needs are identified during 2004: Undesignated $ 1,063 1 1,063 $ 1,063 $ 1,063 BOARD ACTION: 349 CONTINGENT FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 2300 90300 4112 CURRENT PROPERTY TAXES 1,700,000.00 1,000,000.00 1,000,000.00 TOTAL CONTINGENT FUND 1,700,000.00 1,000,000.00 1,000,000.00 w 0 0 CONTINGENT FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2300 90300 CONTINGENT 4,500,000.00 5,250,000.00 5,250,000.00 TOTAL CONTINGENT FUND 4,500,000.00 5,250,000.00 5,250,000.00 L.; BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: CONTINGENCY FUND BUDGET UNIT TITLE AND NUMBER: Contingency Fund -- 2300-90300 DEPARTMENT DESCRIPTION: The Contingency Fund exists to cover reasonably unforeseen expenditures or revenue short-falls. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 0 0 0 0 Fixed Charges 3,000,000 4,500,000 5,250,000 5,250,000 Capital 0 0 0 0 Gross County Cost $ 3,000,000 $ 4,500,000 $ 5,250,000 $ 5,250,000 Revenue/Fund Bal. 3,000,000 2,800,000 4,250,000 4,250,000 Net County Cost $ 0 $ 1,700,000 $ 1,000,000 $ 1,000,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The Contingency Fund is funded at the level of $5,250,000 by a carryover fund balance of$4,500,000, and property taxes of$1,000,000. OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: It is recommended that the amount of $5,250,000 and the Emergency Reserve of$3,025,000 provide adequate reserves for the county and should be retained. BOARD ACTION: 352 EMERGENCY RESERVE FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 2300 90300 4112 CURRENT PROPERTY TAXES 0.00 0.00 0.00 TOTAL CONTINGENT FUND 0.00 0.00 0.00 U.) U, EMERGENCY RESERVE FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2400 53100 EMERGENCY RESERVE 3,000,000.00 3,025,000.00 3,025,000.00 TOTAL EMERGENCY RESERVE FUND 3,000,000.00 3,025,000.00 3,025,000.00 w BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: EMERGENCY RESERVE FUND BUDGET UNIT TITLE AND NUMBER: Emergency Reserve -- 2400-53100 DEPARTMENT DESCRIPTION: The Emergency Reserve Fund is established per Amendment One (TABOR), passed November 3, 1992, which requires that an emergency reserve be established to be used for declared emergencies only,and that each local government shall reserve for 19931 percent or more,for 1994 2 percent or more,and for all later years 3 percent or more of the fiscal year spending,excluding bonded debt service. Caused reserves apply to the next year's reserve. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY :' CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 _Purchased Services 0 0 0 0 Fixed Charges 0 3,000,000 3,025,000 3,025,000 Capital 0 0 0 0 Gross County Cost $ 0 $ 3,000,000 $ 3,025,000 $ 3,025,000 Revenue/Fund Bal. - 500,001 3,000,000 0 0 Net County Cost $ - 500,001 $ 0 $ 3,025,000 $ 3,025,000 Budget Positions SUMMARY OF CHANGES: The Emergency Reserve is funded at$3,025,000, which meets the three percent fiscal year spending requirement. OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: It is recommended that $3,025,000 be funded to comply with the TABOR Amendment requirements passed in 1992. Reserve is funded from carry-over fund balance. BOARD ACTION: 355 SOLID WASTE FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 2700 90200 4410 CHARGE FOR SERVICES 1,425,000.00 1,500,000.00 1,500,000.00 TOTAL SOLID WASTE FUND 1,425,000.00 1,500,000.00 1,500,000.00 w In rn SOLID WASTE FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2700 21240 ORDINANCE 163 ENFORCEMENT 64,972.00 64,972.00 64,972.00 2700 90200 SOLID WASTE 1,360,028.00 1,435,028.00 1,435,028.00 TOTAL SOLID WASTE FUND 1,425,000.00 1,500,000.00 1,500,000.00 La UI BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOLID WASTE BUDGET UNIT TITLE AND NUMBER: Code Enforcement -- 2700-21240 DEPARTMENT DESCRIPTION: This budget accounts for code enforcement for littering, illegal dumping, and roadside trash pick-up program. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT EY NEXT FY NEXT FY Personnel Services $ 25,161 $ 38,622 $ 38,622 $ 38,622 Supplies 0 650 650 650 Purchased Services 11,427 20,700 20,700 20,700 Fixed Charges 0 5,000 5,000 5,000 Gross County Cost $ 36,588 $ 64,972 $ 64,972 $ 64,972 Revenue 0 0 0 0 Net County Cost $ 36,588 $ 64,972 $ 64,972 $ 64,972 Budget Positions 1 1 1 1 SUMMARY OF CHANGES: No change. OBJECTIVES: 1)Mitigate the impact of solid waste sites in Weld County;and 2)Provide roadside trash pick-up and enforcement. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Number of Complaints 745 760 775 Efficiency Measures FTEs per 10,000/capita support 0.0513 0.0496 0.0480 Per capita cost (county support) $0.188 $0.322 $0.0312 Effectiveness Measures (desired results) Reduced roadside litter 90% 90% 905 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. Time spent is based upon the number of complaints. BOARD ACTION: 358 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOLID WASTE BUDGET UNIT TITLE AND NUMBER: Solid Waste Fund -- 2700-90200 DEPARTMENT DESCRIPTION: This fund accounts for revenue received from a surcharge on dumping fees at solid waste disposal sites to combat environmental problems,promote trash clean- up, provide for the household hazardous materials program, and to further improve and develop landfill sites within the county. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY: NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 1,204,930 1,250,214 1,291,648 1,291,648 Fixed Charges 197,670 109,814 143,380 143,380 Capital 0 0 0 0 Gross County Cost $ 1,402,600 $ 1,360,028 $ 1,435,028 $ 1,435,028 Revenue 1,286,662 1,425,000 1,500,000 1,500,000 Fund Balance $ 115,938 $ - 64,972 $ - 64,972 $ - 64,972 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Revenues are up$75,000 due to higher utilization of the landfills in Weld County, and the revenue potential from the 2002 opening of the new landfill (Buffalo Ridge Landfill)in Keenesburg.The Buffalo Ridge Landfill will add less than$100,000 in new revenue in each of the next five years. (twill not generate comparable revenues of the other landfills for five to ten years, per the operator. Department of Health and Environment costs for the Household Hazardous Waste program will be$707,377. Indirect costs are $143,380 for 2004. $440,000 is requested for road projects to mitigate landfill impacts. Undesignated amounts of$144,271 are in the budget. OBJECTIVES: 1) Mitigate the impact of solid waste sites in Weld County; and 2) Provide Household Hazardous Materials Program. 359 SOLID WASTE FUND (CONTINUED) 2700-90200 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Landfill Inspections 36 45 45 Household Hazardous Material (HHM) 680,179 707,377 707,377 Surcharge Collected $1,286,662 $1,425,000 $1,500,00 _Efficiency Measures Per capita cost (collected) $6.60 $7.07 $7.19 Per capita HHM cost $3.49 $3.51 $3.39 Effectiveness Measures (desired _results) Community clean-ups 4 4 4 Increased volume of HHM diverted from 7% 9% 10% landfills FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. The amount of $144,296 remains undesignated in the 2004 budget to mitigate impacts of landfills, such as road access,cleanups,and transfer stations. A$1,000,000 fund balance also exists for the same needs if required. BOARD ACTION: 360 1 C PIT�t UND���'0 9 J� '� TEN YEAR TREND Capital Expenditures $10,000,000 $9,000,000 - $8,717,908 $8,000,000 - $7,000,000 - $6,000,000 - $5,850,042 $5,716,323 $5,549,930 $4,914,112 $5,000,000 $4,658,755 ="? $4,000,000 $3,790,000 $3,503,730 $3,000,000 - $2,275,000 $2,000,000 - $1,446,143 $1,000,000 - $o 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 CAPITAL PROJECT FUNDS SUMMARY Capital Project Funds are established to budget for financial resources used for the acquisition or improvement of the capital facilities of the county. A detailed Long Range Capital Plan for 2004- 2008 is presented in this section and relates to the specifics of the 2003 capital project budgets. The Capital Expenditures Fund accounts for various capital improvement projects for county buildings. The 2004 program is funded at $3,740,000, with $2,275,000 from property tax, and $1,465,000 from fund balance. Anticipated projects include$300,000 for additional Courthouse/ Centennial Center parking, $135,000 for a grader shed, $125,000 for parks and recreation, and $100,000 for special projects. In addition,$1,615,000 will be reserved for construction of Phase ill of the North Jail Complex. Carry-over beginning fund balance of$1,465,000 is anticipated, and $3,080,000 ending reserve fund balance is anticipated at the end of 2004. Because the funds were budgeted and encumbered in 2003,the Courthouse/Centennial renovation project that was started in 2003 will not appear in the 2004 appropriations. The project will not be completed until the end of 2004. The funds for Phase Ill of the jail will not be spent for construction until 2007-2008. Based upon a study done by the Sheriff's Office,the additional 160-bed facility will add operational costs of approximately$2,300,000 in 2009. This amount is programmed into the long-term operational budget projections. The other projects in the five-year capital plan focus on providing space for the courts. Maintenance of the space will be a county cost, but operational costs of the court system remain a cost of the State of Colorado. The grader shed is a replacement, and will not have an operational impact on the 2004 budget. The special projects are primarily cosmetic enhancements to buildings that will not impact operating costs, but will improve the appearance and functionality of the buildings involved. 362 CAPITAL EXPENDITURES FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 4000 17500 4112 CURRENT PROPERTY TAXES 3,490,000.00 2,275,000.00 2,275,000.00 MISCELLANEOUS 4000 17500 4610 EARNINGS ON INVESTMENTS 300,000.00 0.00 0.00 TOTAL CAPITAL EXPENDITURES FUND 3,790,000.00 2,275,000.00 2,275,000.00 w 0+ CAPITAL EXPENDITURES FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 4000 17500 CAPITAL IMPROVEMENT AND ACQUISITION 3,790,000.00 3,740,000.00 3,740,000.00 TOTAL CAPITAL EXPENDITURES FUND 3,790,000.00 3,740,000.00 3,740,000.00 w rn F BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME; CAPITAL EXPENDITURES BUDGET UNIT TITLE AND NUMBER: Capital Expenditures --4000-17500 DEPARTMENT DESCRIPTION: Capital projects for general county use. Created in accordance with CRS 29-1-301(1.2)April 5, 1984. Formerly Public Works-County Buildings Fund(Fund 33). ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 0 0 0 0 Capital 8,190,631 3,790,000 2,275,000 2,275,000 Gross County Cost $ 8,190,631 $ 3,790,000 $ 2,275,000 $ 2,275,000 Revenue 2,612,343 300,000 0 0 Fund Balance 0 0 0 0 Net County Cost $ 5,578,288 $ 3,490,000 $ 2,275,000 $ 2,275,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The Capital Expenditures Fund accounts for various capital improvement projects for county buildings. The 2004 program is funded at$2,275,000,all of which is from property tax. Anticipated projects include$300,000 for additional Courthouse/Centennial Center parking, $135,000 for a grader shed,$125,000 for parks and recreation, and $100,000 for special projects. In addition,$1,615,000 will be reserved for construction of Phase III of the North Jail Complex. A carry-over beginning fund balance of$1,465,000 is anticipated,and a$3,080,000 ending reserve fund balance is anticipated at the end of 2004. OBJECTIVES; n/a FINANCE/ADMINISTRATIONRECOMMENDATION: Budget reflects the 2004 funding level of the Proposed Long Range Capital Plan for 2004 - 2008. The actual plan is on the pages immediately following. BOARD ACTION: 365 oavxmw WELD COUNTY LONG RANGE CAPITAL PROJECTS FIVE-YEAR PLAN 2004 - 2008 Presented By: Donald D. Warden, Director Finance and Administration September, 2003 367 LONG RANGE CAPITAL PROJECTS FIVE YEAR PLAN 2004 - 2008 INTRODUCTION: Section 14-3 of the Weld County Home Rule Charter provides: "The Board may require that the Director of Finance and Purchasing submit, at the time of submission of the annual budget,a five-year capital improvements program and budget. Such program shall include recommended projects, construction schedule,estimate of cost,anticipated revenue sources,methods of financing,and such other information as may be required." This five-year plan projects capital improvements for 2004 - 2008. The recommended program for capital construction is intended as a guideline to be adjusted by the Board of County Commissioners on an annual basis. It represents flexible goals for organizing solutions to county program needs, and it is intended to provide the Board of County Commissioners with the perspective for making fiscal policy decisions. Annual modifications in the plan will reflect necessary adjustments and priorities,changes in programs,and readjustments of other county fiscal requirements. This report has four (4) sections: 1. Introduction 2. Financing Alternatives 3. 2004 - 2008 Five-year Plan 4. 2004 Budgetary Impact The section on financing recommends a program for funding the next five years' capital construction. This section lists the various sources of revenue currently available to the county,and the alternatives available for financing the remainder of the capital projects program. The 2004-2008 five-year plan section provides a list of recommended projects and the time schedule for the next five fiscal years. Additionally, it provides justification for the recommendation and attempts to enumerate problems and recommended solutions for the capital improvements program over the next five years. The project section describes each recommended project,and provides information on the existing situation,the proposed solution,and the financing plan for each project. The last section of the report provides a recommended 2004 budget for the capital construction program. It provides specific detail regarding each recommended project and the impact on the 2004 county budget. 368 FINANCING ALTERNATIVES 369 FINANCING Overview: There are a number of ways to finance capital improvement projects. Some of the most common methods are: 1. Pay as you go: Pay as you go is a method of financing capital projects with current revenues -- paying cash instead of borrowing against future revenues. Pay as you go has several advantages. First, it saves interest cost. Second, pay as you go protects borrowing capacity for unforeseen major outlays that are beyond any current year's capacity. Third, when coupled with regular, steady completion of capital improvements and good documentation and publicity, pay as you go fosters favorable bond ratings when long term financing is undertaken. Finally, the technique avoids the inconvenience and considerable cost associated with marketing of bond issues, advisors, counsel, printing, etc. However,there are practical and theoretical disadvantages to a pay as you go policy. First, pay as you go puts a heavy burden on the project year. Second, it creates awkward fluctuating expenditure cycles which do not occur with extended financing. Third,a long life asset should be paid for by its users throughout its normal life rather than all at once by those who may not have the use of it for the full term. Finally, when inflation is driving up construction costs, it may be cheaper to borrow and pay today's prices rather than wait and pay tomorrow's. 2. All borrowing policy: An all borrowing policy or a substantial reliance on debt financing is another approach. The annual available resources could be used entirely for debt service with the size of the annual resources setting the limit on the amount that could be borrowed. 3. Capital reserve: A capital reserve plan is an approach where the annual resources available could be accumulated in one or more capital reserve funds,the amounts invested,and when any funds become adequate to pay for a proposed project, the fund could be expended. This is a good approach when a county has a capital requirement which can wait. Accumulation of the necessary capital funds over a period of time is a feasible approach,assuming a relatively stable construction dollar. HB1111 passed in 1982 specifically provides for a capital improvements trust fund for capital reserves. 370 4. Partial pay as you go policy: A partial pay as you go policy is a common approach. Some of the annual resources would be used to finance capital improvements directly, and the remainder would go for supporting a debt program. Even if a local government pursues a borrowing policy, an initial down payment out of current revenues is a possibility. A customary five to ten percent down is a limited pay as you go policy, and assures that the voters authorizing the approval will make a cash contribution so all of the burden will not be postponed. 5. Joint financing: An ever increasing number of cities and counties are benefitting from joint development of a project. The construction of a city/county office building and recreational areas are examples. This avenue of funding and planning capital projects normally is advantageous to both jurisdictions. 6. Lease/Purchase: Local governments can utilize lease/purchase methods for needed public works projects by having it constructed by a private company or authority. The facility is then leased by the jurisdiction on an annual or a monthly rental. At the end of the lease period, the title to the facility can be conveyed to the jurisdiction without any future payments. The rental over the years will have paid the total original cost plus interest. This method has been used successfully in a numberofjurisdictions. The utilization of a building authority would fall under this category of financing. Numerous considerations are involved in the selection of the foregoing approaches, or some combination thereof: 1. Political realities may preclude utilization of one or more of the above alternatives. For example, the passage of general obligation bonds as a debt financing mechanism has not met recent success at the polling places in most jurisdictions. 2. The pay as you go concept has three distinct advantages. A. It provides great flexibility to the county for future periods of economic recession or depression but does not accumulate large fixed-charge costs. B. It avoids the payment of interest charges. C. It imposes upon public officials the full political responsibility for levy of the taxes necessary to pay the local share of such projects. 3. The debt financing approach has the advantage of spreading the cost over a generation of current users of public facilities, thereby imposing upon each a significant portion of the cost of each project. 4. In an inflationary period,one must take into account the extent to which prepayment for capital outlay is warranted,when the opportunity for repayment of the principal and interest in dollars that are less expensive can be arranged. 371 5. During periods of rapid rise in costs,the time delay necessary to accumulate down payments or full pay as you go resources invites higher costs which may wipe out most, if not all, of the advantages of non-payment of interest. In the five-year capital projects plan, a combination of funding methods will be recommended to finance capital construction in an attempt to balance the economy of a payment in full program with the fairness of sharing the burden among present and future taxpayers. This recommended financial program reflects consideration of many factors, including the availability of cash,anticipated interest rates at the time of construction,and projected inflationary cost increases that would result from project delays. 372 DEBT FINANCING Before discussing specific types of borrowing, it is appropriate to review some of the basic constitutional statutory provisions which generally are applicable to debt financing. Article XI,Section 6 of the Colorado Constitution provides that no debt may be created by a political subdivision of the state,unless the question of incurring such debt has been approved bya majority of the qualified electorate voting. Any obligation paid,or contracted to be paid,out of a fund that is a product of a tax levy is a debt within the means of the Constitution (Trinidad vs. Haxby, 136 Colorado 168, 315 p 2d 204 -- 1957). In addition to voter approval, Article XI, Section 6 requires the debt be incurred by adoption of a legislative measure which is irrevocable until the indebtedness is fully paid or discharged. The ordinance must: 1. Set forth the purpose for which the bond proceeds will be applied, and 2. Provide for the levy of the tax which, together with such other revenues as may be pledged, will be sufficient to pay the principal and interest of the debt. The Constitution delegates to the Legislature the duty to establish statutory limitations on the incurrence of debt. The total amount of debt which a county may incur may not exceed 3 percent of the assessed value in the county, which is slightly over thirty million dollars in Weld County. Section 4 of Article X, Section 20 (TABOR Amendment) requires voter approval for any form of multi-year debt. It states that an election is required: "Except for the refinancing of district bonded debt at a lower interest rate or adding new employees to existing district pension plans,creation of any multiple-fiscal year direct or indirect district debt or other financial obligation whatsoever without adequate present cash reserves pledged irrevocable and held for payments in all future fiscal years." In addition to the state statute, Section 14-6 of the Weld County Home Rule Charter specifies: "The incurring of indebtedness by the county and the issuance of evidences of such indebtedness shall be authorized,made and executed in accordance with the laws of the state,including the borrowing of money to fund county projects,the pledging of project revenues and repayment thereof,and the issuance of revenue warrants, or revenue bonds, or other forms of evidence of such obligations." Before discussing specific types of bonds, it is appropriate to review some of the general characteristics of bonds. Bonds mature serially,that is,a portion of the principal is retired over the entire term of the bond issue. Interest on municipal bonds is free from Federal Income Tax which is an important feature to prospective purchasers. The term or the length of time to maturity of municipal bonds can vary considerably. Generally,the last maturing bond comes due ten to thirty years from the date of issue. Normally,the longer the maturity of the bonds, the higher the yields or return on investment demanded by the market price. Thus, a bond issue that runs thirty years will pay a higher net effective interest rate than a bond issue that runs twenty years. 373 General Obligation Bonds: General obligation bonds are secured by a pledge of the full faith, credit and taxing power of the county. The county is obligated to levy sufficient taxes each year to pay the principal and interest of the bond issue. Consequently,general obligation bonds are a debt subject to the constitutional and statutory provisions discussed earlier. Because the issue of general obligation bond pledges its full faith and credit and agrees to levy the ad valorem taxes necessary to repay the principal and interest of the bond,it is generally agreed to be a more secure investment than other types of bonds. Thus, the major advantage of general obligation financing is the low rate of interest as compared to the interest of other types of bonds. The law permits general obligation bonds to have a thirty- year term; however, general obligation bond issues usually have terms of twenty years or less. General obligation bonds, in addition to being secured by full faith and credit of the issuer, may provide additional security by pledging certain available revenues. The major disadvantage of general obligation bonds is the fact that it does require voter approval prior to issuance. Voter resistance to increased taxes may prevent a successful bond election. Revenue Bonds: Revenue bonds are not a debt in the constitutional sense. They are secured by the revenue derived from the project to be constructed, not by pledge of the full faith, credit, and taxing authority of the county. Projects typically financed by revenue bonds include airports,stadiums,and park facilities. Under the TABOR Amendment, revenue bonds can only be used for enterprise funds and operations. Although it may seem possible to pledge any non-tax revenues for payment of revenue bonds,there should be a relationship between the type of revenue pledged for payment of the bonds and the project to be financed. Although revenue bonds need not comply with the constitutional statutory provisions generally applicable to a debt,there are several statutory provisions which may affect the issuance of certain types of revenue bonds and the statutes should be consulted for specific provisions regarding the issue of revenue bonds if this method is considered. Revenue bonds are considered to be less secure than general obligation bonds because of the inability of the issuer to levy taxes to assure the payment of principal and interest. Thus, there is normally a higher interest rate on revenue bonds. The term of revenue bonds is often beyond twenty years, frequently as long as thirty years. The concept of issuing revenue bonds is based on the theorythat certain projects which benefit only certain individuals should be self-supporting and should be paid for by the user of that project rather than the populace as a whole. Thus,airport revenue bonds are paid for by air travelers and airlines and parking revenue bonds are paid for by users, etc. In order for a county to issue a revenue bond, the system which generates the revenues to repay the principal and interest of the bond must: 1. Have a good operating history documented by audited figures. 2. Reflect good debt service coverage through use of a feasibility study completed by a recognized expert in the field. 374 In analyzing a revenue bond issue for underwriting, an investment banker will look not only at operating statistics and coverages, but also at more basic elements, such as the necessity of the service,control over competition,and delinquency procedures. Revenue bonds are becoming more popular because they do not require voter approval and do not apply in statutory debt limits. Leases: A less traditional method of financing county facilities is a lease arrangement. A lease is executed with the county,which gives the county the option to purchase the equipment or facility during the term of the lease. All or part of the lease payments may be applied to the purchase prices. A bona fide lease option agreement is not a debt; however, an installment purchase program is a debt. A bona fide lease/option agreement is characterized by two factors: 1. Annual rental payments with automatic renewal of the lease unless terminated by either party, and 2. No obligation on the part of the local government to purchase the property if the lease is terminated. Also,some court cases indicate the annual rental must be paid from non-property tax revenues to avoid the lease being considered a general obligation. Upon exercise of the option, the local government obtains full legal title to the property. Leases of this nature are distinctively different from more conventional means of financing. Of primary importance is the securitywhich underlies the lease period. It is not a promise to levy taxes or a pledge of revenues from the system. Rather, it is usually a promise to pay only one year at a time,with an implied intention to continue payment until ownership is transferred. As ultimate security, the holder of the lease may look to the asset which is being leased in the event of a default. There is little statutory or judicial guidance in the area of leases of this type, and the obligation to continue lease payments until title transfers is a moral, rather than a legal obligation. As a consequence, the underwriting or placement of a lease is more difficult than the underwriting of conventional bonds. The term of the leases generally are short, usually from seven to ten years. Because the security underlying the lease is not good compared with conventional financing, interest rates on leases are higher. Building Authority: A building authority is a non-profit corporation which generally is formed at the request of the governing body of the county or local jurisdiction,which also appoints the Board of Directors of the corporation. Weld County created such an authority in 1987 named the Weld County Finance Corporation. The directors are the Director of Finance and Administration, County Attorney, and Director of General Services, each appointed for ten year terms. 375 The building authority issues its own bonds to finance a facility. To achieve the same lower interest rates that traditional municipal bonds enjoy, the building authority must obtain a ruling from the Internal Revenue Service that the interest on the authority's bonds is exempt from Federal Income Tax. Such an exemption is granted if the IRS finds the authority's bonds are issued on behalf of a political subdivision, which is determined based upon the following factors as detailed in IRS Revenue Ruling 63-20. 1. The authority engages in activities which are essentially public in nature. 2. The corporation is not organized for profit. 3. The corporate income does not inure to the benefit of any private person. 4. The political subdivision has a beneficial interest in the corporation, while the indebtedness is outstanding, and it obtains full legal title to the property on the retirement of the debt. 5. The corporation has been approved by the political subdivision which has approved the specific obligation of the corporation. Like municipal bonds, bonds issued by a corporation usually are subject to registration and other requirements of the Securities Act of 1933 and the Security Exchange Act of 1934. After receiving a favorable ruling from the IRS, a "no action" letter should be secured from the Security and Exchange Commission,exempting the authority's bonds from these requirements. The authority then issues bonds pledging the annual rental payments as security. After issuance of bonds and construction of the facilities,the authority leases the facilities to the county. Again,this must be a bona fide lease and possess all the elements discussed under Lease/Purchase. The bonds of a building authority are similar to municipal leases in the manner in which they are viewed by investors. As with a simple municipal lease,building authority bonds are less secure than general obligation or revenue bonds. As a result, bonds issued through a building authority bear higher interest than more secure issues. Certificates of Participation (COP) may be issued in the same manner as bonds. As a practical matter the COP is the same as a bond, except from a legal point of view, the COP is evidencing assignment of proportionate undivided interests in rights to receive certain revenues in the form of a lease or rental amount for the purpose of providing funding for capital improvements. The lease and COP do not constitute a general obligation or other indebtedness of the county within the meaning of any constitutional, statutory or home rule charter debt limitation. The lease is a year-to-year obligation. The use of Certificates of Participation(COP)has been the only debt vehicle Weld County has ever used in the implementation of its debt policy options. 376 BUILDING AUTHORITY FINANCE The Philosophy: Tax-exempt financing is available through a building authority with the issuance of bonds when the facilities financed are for public purposes and the benefit is to the sponsoring public entity. The Building Authority: A building authority is a Colorado non-profit corporation created by the county itself. The county adopts a resolution calling for the creation of the Building Authority and directing counsel to draw articles of incorporation and by-laws in compliance with Colorado Statutes. A board of directors is formed. The board may consist of County Commissioners or administrative personnel or individuals not associated with any public entity. The Weld County Finance Corporation, created in 1987,consists of the Director of Finance/Administration,County Attorney,and Director of General Services as directors. Tax-Exemption of Interest: Once the non-profit corporation is created, the tax-exempt nature of interest paid on the corporation's bonds must be assured. A revenue ruling is requested from the Internal Revenue Service on the non-profit status of the corporation pursuant to Internal Revenue Code, 103(a)1 and Revenue Ruling 63-20, and on the tax-exempt status of interest paid. Such an application involves considerable work and a detailed analysis of the situation which is presented to the Internal Revenue Service. The application includes information as to public purpose, the county, the agency using the facilities, the proposed lease terms, terms of title reversion to the county and the proposed method of financing. Corporate Bonds and the S.E.C.: As corporate bonds are subject to registration requirements of the Securities and Exchange Commission,a"no action"letter must be obtained from the S.E.C. In essence,the S.E.C.says that no action will be taken if the bonds of the building authority/non-profit corporation are not registered. The Purchase Contract: Once the building authority is created with powers to act, it may enter into a contract to purchase the facility. The contract should be subject to: 1. A favorable revenue ruling from the Internal Revenue Service. 2. Receipt of an S.E.C. "no action" letter. 3. Finalization of financing. 377 The Bond Issue: When all legal and tax questions are answered the building authority may issue bonds for the purchase of the facility. Normally the bonds are sold directly to an underwriter who then resells the bonds to the ultimate investor. The bonds that are issued will be an obligation of the building authority only and not a debt obligation of the county. The County Lease: Upon the issuance of the bonds and the purchase of the building by the building authority,the county can lease the building from the authority. The lease would be from year-to-year with automatic renewal unless otherwise terminated. A county lease for any period in excess of one year constitutes a debt and must be approved by voters. The Bond Security: The security of the bond holders may be only in a pledge of lease revenues by the authority. The bond holders may also have a first mortgage lien on the building. The combination of the two results in a more secure bond and a correspondingly lower rate of interest. Partial Seller Financing: Depending on factors such as the seller's motivation, whether there is an existing loan on the building,and negotiations,a bond issue can be for only the amount necessaryfora down payment. The sellers can carry back the balance,receiving installment sale tax benefits on the capital gains. A revenue ruling would be required, however, interest paid on a promissory note to the seller may also be tax exempt. The total cost to the county and the building authority then may be substantially lower on this basis. 378 COMPLETED CAPITAL PROJECTS 1998 - 2002 379 COMPLETED CAPITAL PROJECTS 1998 - 2002 Actual Actual Actual Actual Actual Requirements Total 1998 1999 2000 2001 2002 Centennial Complex $ 1,268,025 $ 71,988 $ 353,935 $ 744,776 $ 61,798 $ 35,528 Court House 62,162 24,557 15,000 20,582 2,023 Courthouse Annex 940,018 162,159 766,868 10,991 West Annex 604,391 604,391 Downtown Parking/ Future Expansion 1,015,519 1,015,519 Food Clearing House 26,394 6,832 19,562 L„ Grader Sheds 428,087 266,713 161,374 CO C) Head Start 609,209 9,272 99,505 289,640 210,792 Health Department 4,730,902 3,307,223 1,423,679 Island Grove 111,523 7,600 98,217 5,706 Jail 4,183,326 12,173 85,162 33,157 4,052,834 Sheriff'S Administration Bldg 2,923,441 53,330 2,870,111 North County Complex 734,129 18,772 329,346 308,453 77,558 Public Works 2,749,358 1,210,396 1,366,960 172,002 Weed Control 164,045 164,045 Social Services 2,176,991 1,189,601 911,493 75,897 Southwest Weld Complex 4,631,761 141,979 4,129,100 360,682 Training Center 1,025,870 50,087 961,819 2,896 11,068 Miscellaneous 61,607 8,500 9,662 28,470 14,975 $28,446,758 $ 5,850,042 $ 4,658,755 $ 3,503,730 $ 5,716,323 $ 8,717,908 2004 - 2008 FIVE YEAR CAPITAL PROJECTS PROGRAMS 381 2004 - 2008 FIVE-YEAR CAPITAL PROJECTS PROGRAM TOTAL REQUIREMENTS (5 Years) 2004 2005 2006 2007 2008 CAPITAL EXPENDITURE FUND: Capital Reserve $4,265,000 $ 1,615,000 $ 2,200,000 $ 3,250,000 $(1,150,000) $(1,650,000) Jail Expansion 8,000,000 0 0 0 4,000,000 4,000,000 Courthouse/Centennial L., Parking 300,000 300,000 0 0 0 0 N Grader Sheds/ Storage bldg 135,000 135,000 0 0 0 0 Parks/Recreation 625,000 125,000 125,000 125,000 125,000 125,000 Miscellaneous projects 500,000 100.000 100,000 100,000 100,000 100.000 TOTAL $13,825,000 $ 2,275,000 $ 2,425,000 $ 3,475,000 $ 3,075,000 $ 2,575,000 RESOURCE CAPACITY ***************** FUNDING SOURCES ***************** CASH FLOW ANALYSIS 383 CAPITAL EXPENDITURES FUND RESOURCE CAPACITY 2004 - 2008 INTEREST PROPERTY OTHER TOTAL TAX 2004 $ 0 $ 2,275,000 $ 0 $ 2,275,000 2005 150,000 2,275,000 0 2,425,000 2006 200,000 3,275,000 0 3,475,000 2007 300,000 2,775,000 0 3,075,000 2008 300,000 2,275,000 0 2,575,000 384 CASH FLOW ANALYSIS CASH REVENUES EXPENDITURES RESOURCES BEGINNING ENDING FUND CAPITAL OTHER/ FUND BALANCE FUND INTEREST CONSTRUCTION BALANCE 2004 $ 1,465,000 $ 2,275,000 $ 0 $ 660,000 $ 3,080,000 2005 3,080,000 2,275,000 150,000 225,000 5,280,000 2006 5,280,000 3,275,000 200,000 225,000 8,530,000 2007 8,530,000 2,775,000 300,000 4,225,000 7,380,000 2008 7,380,000 2,275,000 300,000 4,225,000 5,730,000 385 CORRECTIONAL FACILITY Existing Situation: The Centennial Complex Jail was constructed in 1978, and has been remodeled three times to increase the capacity to 294 beds. In 1997,Phase I of the North Jail Complex was constructed with 160 beds,and all the core service facilities. The North Jail Complex is currently designed fora build out of 640 beds, but the site can accommodate a 960-bed facility. Each phase would be in increments of approximately 160 -226 beds. Jail population continues to grow in Weld County. Based upon a study done by the Sheriffs Office it was anticipated that by the year 2004 Phase II would be required. Phase II has been completed and opened in January,2004. Phase II added 226 beds based upon the design. Construction of Phase II will allow for the closure of the Centennial Jail and conversion of the space to accommodate Court needs. Phase III will be an additional 160 beds, and is anticipated to be constructed in 2007 - 2008.. Proposed Solution: It is proposed that additional phases of the North Jail Complex be constructed in increments of 160- 226 beds as needed. The total project of approximately 211,355 square feet will be constructed in phases. The first phase constructed in 1997 was 125,775 square feet. It included the core service facilities, such as kitchen, administrative offices, medical detention, booking area, and lobby to accommodate 640 inmates. Phase II has 226 beds and is both maximum and medium security to accommodate the projected inmate classifications. Phase II was constructed in the 2002-2003 time frame and became fully operational as of 2004. Phase III will have 160 beds and will be constucted in the 2007 - 2008 time frame. Financing: It is recommended that the county budget$8,000,000 in the 2004 - 2008 capital plan budget for funding of Phase III for 160 additional beds. In addition,$2,300,000 for operation of the additional jail must be programmed into the operational budget plan for 2008. 386 L8£ l II s -- vI / 11III Milt p r i t i I I �� g II il PIP!a iEi !� I '•.• t I p liL � I '2r a .':.:. . . c. 4 ( ` , !ill CID . i "Aral 1 lila "Prql 1 q o A t IIIIIIII lr •r,. _.��!�'f ii pip /1\ 5551 �`�!^ve�, l�lT��.i_ .�.5]rr�7�L�tii J. ''�„ I i 11■��� ;;;; 1 �s ft�.r���� n, �. �Y � �'L I • i i:i I '1 I I I I I1i • D LA EORCEMENT f Aa0 60 lai AD INIRATIONBUILDING p� l �yELD COUNTY BUSINESS PARK, GREELEY. CO WELD COUNTY BUSINESS PARK Existing Situation: In 1987 Weld County acquired 160 acres located in the southwest corner of"O"Street and North 11th Avenue in Greeley. Funds for the property came from the sale of the Health Building. Proposed Solution: The property is large enough to allow for future consolidation of county facilities in one area. The utilities and site improvement were developed in 1988 at an estimated cost of$1,750,000 with the aid of a$630,000 EDA Grant. The first facilities,completed in 1989,included a 15,000 square foot building for Human Services and a county motor vehicle shop. Fifty to 60 acres have been developed for building and storage sites and approximately 60 acres can be mined for gravel and reclaimed in an attractive way. The new correctional facility is located on this site, as well as Human Services,Health Department,Household Hazardous Waste Building,Training Center,Motor Pool,Public Works,and two administrative buildings. A portion of the property was made available for commercial development and offered at no cost or low cost to private parties for economic development incentives. A PUD was approved for land use purposes in 1989. Financing: Development, using future years' funds, is programmed into the long-range plan under specific projects, which include a correction facility ($8,000,000) and Administrative Facility ($5,000,000). 388 GRADER SHEDS/ICE CONTROL STORAGE BUILDING Existing Situation: The county currently has 18 grader sheds throughout Weld County, to accommodate road maintenance functions in all sectors of the county. The grader sheds are in various conditions, ranging from good to needing replacement. Seventeen have recently been replaced--Nunn(1981), Gwonda (1982),Vim (1983), New Raymer(1984), Mead (1985), Rockport(1986), Kiowa (1987), Severance(1987),Gilcrest(1989),Ault(1989), Briggsdale(1991),Keenesburg(1994)Stoneham (1994), Dacono(1995), Fort Lupton (2000), Gill (2001),and Galeton (2003). New Raymer(2004) is the only remaining shed to be replaced. In addition, four ice control storage buildings were constructed in 2001-2003. An additional storage facility at the Public Works Headquarters was built in 2003. Proposed Solution: An analysis of existing grader sheds determined which are required for the operational functions of the road maintenance operation in Weld County. In the process some have been sold, others consolidated, and some identified for replacement. In cases where existing grader sheds will accommodate the maintenance function,it is suggested that attention be given to those sheds that need maintenance or major improvements. Where necessary, replacement sheds have been identified. Four ice control storage buildings were needed and one additional storage garage. Financing: It is recommended that the county budget$135,000 in 2004 to construct, maintain, and upgrade grader sheds in 2004. The funding mechanism should be a pay as you go function out of the Capital Projects Fund. 389 COURTHOUSE/COURTHOUSE ANNEXES Existing Situation: The Courthouse and Courthouse Annexes provide for the space needs of the 19th Judicial District. Under state law the county is obligated to provide and maintain the facilities for court related activities. The Courthouse was built in 1917 and is maintained on the Federal Register of Historical Buildings. After many remodels and upgrades it still functions as the main court facility for Weld County. In the mid-1980's two buildings across the street from the Courthouse were acquired and remodeled to house the Probation Department. In 2001,the West Courthouse Annex Building was acquired to house the District AttorneyJuvenile Division. As the population grows and court related activities grow the space requirements continue to expand. Proposed Solution: With the growing needs of the courts it will require that the county convert the Centennial Center, including the jail,to courtrooms and court-related offices. With the construction of Phase II of the North Jail,the Centennial Jail will be closed and remodeled into court-related space. In addition all Sheriffs office administrative functions,along with Communications and Records,will be moved to the new Public Safety Administrative Building next to the North Jail. Over time the entire Centennial Complex will become court-related space,as well as the two annex buildings to the west and east of the Courthouse. In the five-year capital plan,three additional district courtroom will be created, a juvenile courtroom, and one additional county courtroom. These courtrooms will supplement the current vacant district courtroom and the visiting judge courtroom to accommodate anticipated additional judges through 2008. The first floor of the Centennial Jail will be converted into courtrooms. The second floor of the jail will be remodeled in the future for additional court and office facilities. The third floor of the jail will be for the work release program. First floor Centennial offices will be converted into office space for the Clerk to the Court. The space in the Courthouse occupied by the Clerk to the Court will be converted into a district courtroom. Space occupied by the Weld County Commissioners and administrative functions will be converted to court-related space and District Attorney space after these functions move to a new administrative building after 2010. Financing: Phase II of the North Jail was funded in 2003 for construction in 2003-2004. The new Public Safety Administration Building was constructed in 2003. Once the Sheriff's office is relocated,the Sheriff's administrative area and the jail will be remodeled in 2004 to provide for the additional courts. Funds for all these projects were included in the 2003 capital plan. 390 PUBLIC SAFETY ADMINISTRATION BUILDING Existing Situation: Growing needs of the courts require that the county convert the Centennial Center,including the jail, to courtrooms and court-related offices. With the construction of Phase II of the North Jail, the Centennial Jail will be closed and remodeled into court-related space. In addition,all Sheriffs office administrative functions,along with the Communications and Records,must be relocated by 2004 to accommodate the courts. Proposed Solution: Since the entire jail operation will be moved to the North Jail there are logistical advantages to relocate all Sheriff office functions near the jail site. To accommodate the space needs of the Sheriffs Office it is proposed to construct a 22,000 square foot office building near the North Jail site. The building would house the Sheriff's office functions, Communications, and Records. In addition the County Coroner's office could be located in the same building. This would allow the consolidation of all criminal justice functions at one site with the exception of patrol substations. Financing: The new Public Safety Administration Building was constructed in 2002. Funds in the amount of $2,500,000 were budgeted in 2002 for the construction of a 22,000 square foot office building. 391 DOWNTOWN GREELEY PARKING AND LAND Existing Situation: The Courthouse and Centennial Center are located in the center of downtown Greeley. The future plans are for these facilities to be the judicial center for the 19th Judicial District that serves Weld County. Parking has been a long time problem in the area for citizens using the facilities. In addition,as Weld County looks to the future there will be a need to have land to locate future court facilities. The court administration is insistent upon having a centralized location, since other jurisdictions have had logistical problems attempting to split court facilities into more than one location. As a result, there is a need to acquire land adjacent to the current location to accommodate future court facilities. Proposed Solution: In July, 2003, the county purchased a portion of an adjacent block of property to the Centennial Complex and Courthouse to allow for surface parking in the immediate future,and to provide future building sites for future court facilities. Opportunity existed to purchase approximately 100,000 square feet adjacent to the current facilities in 2003. The parking can be developed in 2004, and needed facilities can be constructed on this site in the future. Financing: In 2003, fund balance from the General Fund in the amount of$1,500,000 was transferred to the Capital Expenditure Fund to acquire the site and put money aside for the parking improvements in 2004. Approximately 250 parking spots can be developed to serve the area. As portions of the site are needed for court building sites,a parking structure can be built to accommodate added parking needs or land to the east or south of the site can be acquired for surface parking.$300,000 is in the 2004 capital budget to construct the parking lot in the Spring of 2004. 392 ADMINISTRATIVE OFFICE BUILDING Existing Situation: The long term plan with the development of the Weld County Business Park was for the eventual move of all administrative functions of the county to the business park. All of the functions were housed at the Centennial Complex in 1976. In 1990-91 the Assessor, Treasurer, Clerk and Recorder, and Planning were relocated to the business park. With the future space demands of the courts it is anticipated that the remaining county administrative functions at the Centennial Complex will need to be relocated to the Weld County Business Park within the next 10 years. This will leave the Centennial Complex as a justice and law enforcement center exclusively. Proposed Solution: In order to accommodate the court's space needs and the county's administrative functions it will be necessary to construct a new administrative facility at the Weld County Business Park in the next 10 years. To accommodate the space needs of the existing administrative functions and plan for future growth it is anticipated that a building comparable to the new Health Building will be required. Financing: It is recommended that in the Capital Improvement Plan that the county begin to accumulate funds in a reserve for the future construction of a new administrative building. Estimated costs for the facility will be $5,000,000. In the ten-year Capital Improvement Plan $5,000,000 is reserved. 393 MISCELLANEOUS PROJECTS Existing Situation: Each year there are several small projects to update or renovate county facilities, provide for new county programs,and remodel to accommodate changing programs or meet new legal standards. An approach which provides miscellaneous funds of this nature can prevent postponing necessary remodeling of facilities and,thus,avoid added cost or delay of potential savings to the county and taxpayers. In addition,such an approach can also make better utilization of existing facilities in order to avoid the acquisition of new space and facilities. Carpet replacement should be included in this category. Proposed Solution: It is recommended that an amount of$100,000 per year be set aside for such projects in the Long Range Capital Projects Plan. Financing: It is recommended the county budget $100,000 in each future year. 394 ACCUMULATIVE CAPITAL OUTLAY/CONTINGENCY Existing Situation: If Weld County is to embark upon a number of ventures in capital projects over the next five years, it is suggested the county proceed very cautiously and very conservatively in the area of financing. To do this, it is suggested that a contingency be set aside each year on a pay as you go basis to accommodate unanticipated cost increases or emergency situations which cannot be foreseen at this time. If the contingency amount is accumulated over the next five years, it can be used as a reserve for the capital projects program in future years,or it can be used as a funding mechanism in years beyond 2008. The primary reserve would be for a future correctional facility or other facilities at the North County Complex and South County administrative office sites. Proposed Solution: Budget any carry-over amount each year on a contingency basis that ultimately could be used to meet any contingency or emergency situation,or could be used as an accumulation of capital outlay funds for funding of projects beyond 2008. Financing: It is recommended that the county budget fund balance carry-overs in the capital fund each year as a contingency. 395 MISCELLANEOUS FUNDS 396 AIRPORT Existing Situation: The Weld County Board of County Commissioners, with approval of the Airport Master Plan, committed to participate in certain enhancements at the Airport facility, especially those enhancements that will ensure the safety of airport operations. If the Board decides to continue to participate in the joint funding of the Greeley/Weld County Airport Authority with the City of Greeley, funds should be provided for in the Long Range Capital Projects Plan to accommodate the FM ADAP program during the next five years. Funds can also be made available to maintain FAA constructed facilities. Proposed Solution: In the Long Range Capital Projects Plan for 2004, $47,222 is included to accommodate capital improvements at the Greeley/Weld County Airport. If funding is provided, it should be for projects that emphasize safety features and other essential enhancements to the current operation. Financing: Funding of$47,222 is included in the budget for 2004. State grants will account for the difference to equal the $75,000 match in the Airport's 2004 Capital Improvement Plan. 397 SIX YEAR CAPITAL IMPROVEMENT PROGRAM(GIP)WORKSHEET Airport Name Greeley-Weld County Airport Airport Manager Michael A.Reisman Airport Sponsor Greeley-Weld County Airport Authority/City of GreeleyNVeld County Address P.0 Box 727 Greeley,CO 80632 Phone (970)336-3000 (000)336-3030(Fax) Project Description Federal State Local Cost Est/Date Unfunded Needs Total Historical Year-2003 Reconstruct Rwy 927&TwyA 925,000.00 51,38900 51,389.00 3/02 1,027,778.00 Rehab Rey 9/27 925,000.00 51,389.03 51,389.00 3/02 1,027,778.00 Total-Year 2003 1,700,000.00 102,77800 102,778.00 2,055,556.00 Year-2004 !3 Perimeter Fence&Gates-Phase I v_s." XZ7.19"."1-.._.__y: 8,33300 8,333 00 Based on GA Entitlement 150,000.00 165,666.00 Rehab Rwy 9/27 Lighting System -q _!! 27,777.00 27,777 00 4/03 500,000 00 555,555.00 r. ......4_ '-`ems`_ _.._m__r.. Year-2005 Perimeter Fence&Gates-Phase II 8,333.00 8333.00 Based on GA Entitlement 150,000.00 166666.00 Land Acquisition-Rwy 16 Approach SVe.aa,P.S14.,-(4.0-7j 33,333.00 33,333.00 666 66800 ;r v sa< as Wtatie.....:=._.. *'W ^'+ 'v_.-*a' ;..3_c.m m -' _.vrv: ....._. m..®.mm s-rv-_—s. , ._u.. max.. : . CO Year-2006 Re-hab Aprons&Taxilanes-Phase 8,33300 8,33300 Based on GA Entitlement 150,000.00 166,666.00 Year-2007 Overlay Rwy 16/34 Tay C ppRiSiar 275,000 00 275,000.00 4,950000 00 5500000.00 r m.S-1——..«� ttntlil to-r. t «e «e rt Year-2008 Rehab Aprons&Taxilanes-Phase It _ ::: 833300 8,33300 Based on GA Entitlement 150,000.00 166,666.00 _ 1 P. vaa:-2gcs Re-hab Aprons 8 Taxilanes-Phase III 8,33300 8,333.00 Based on GA Entitlement 150,000.00 166,666.00 Historical Year 2010 and Beyond Aprons&Taxilanes-Phase IV 8,333 00 8,333 00 Based on GA Entitlement 150,000 00 166,666 00 Perimeter Fence&Gates-Phase III 8.333 00 8 333.00 Based on GA Entitlement 150,000.00 166,666.00 Air Traffic Control Tower 55.55500 55,555.00 1,00000000 1,11111100 CONSERVATION TRUST FUND Existing Situation: With the passage of SB119 (The Colorado Lottery), 40 percent of the proceeds of the lottery are earmarked for Conservation Trust Funds in local governments. The earning potential of the lottery is anticipated to be$350,000 per year. The funds must be used for"the acquisition,development and maintenance of new conservation sites or for capital improvements or maintenance for recreational purposes on any public site". (Section 29-21-101, C. R. S.) With the passage of Amendment 8 (GO COLORADO)these funds should stabilize at$350,000 per year, plus lottery sales growth. See Conservation Trust Fund for detailed discussion. Proposed Solution: The Board has the option to use the funds in the following ways: 1. Maintain and improve Island Grove Park. 2. Maintain and improve the Missile Site park. 3. Acquire and maintain open space. 4. Develop and maintain trails. 5. Other project requests from throughout the county. Financing: In addition to Conservation Trust Funds, it is recommended that the county finance parks and recreation projects at a level of$125,000 in the Capital Expenditure Fund from property taxes. On September 20, 2000, the Board committed $100,000 for each of the next three years for the land preservation and trail construction activities specified in the Saint Vrain Valley Open Lands and Trails Master Plan. In addition, $200,000 has been earmarked for the Poudre River Trail. Funds from 2004 forward are uncommitted. 399 ISLAND GROVE Existing Situation: Weld County and the City of Greeley currently have certain joint ventures and commitments to develop the Island Grove Park facility. Some discussion has been held regarding the creation of an Island Grove Park Authority for development and management of the facility. Proposed Solution: If the Board of County Commissioners decides to continue participation in the development of the Island Grove facility, it is recommended that Conservation Trust Funds from the lottery be used to the maximum amount prior to use of county general tax funds. Financing: It is recommended that the countyfinance any Island Grove enhancements with Conservation Trust Funds resulting from the lottery to the maximum amount possible prior to use of general county tax funds. Beginning in 2003, $100,000 per year in General Fund dollars has been committed to the maintenance of an indoor arena facility. Also,in 2000 the County contributed$1,500,000 towards the construction of the indoor arena facility, known as the Island Grove Community Building. The facility was constructed and will be maintained jointly by the City of Greeley, Farm Show,and Weld County. $250,000 is included in the 2004 General Fund budget to add air conditioning to the Island Grove Community Building. 400 SNfld S ----..- 1 L..I, A}dVJ3Ib1dO}dd PROPRIETARY FUNDS SUMMARY Proprietary funds include both Internal Service Funds and Enterprise Funds. Internal Service Funds are established to account for goods and services provided to other departments of the county on a cost-reimbursement basis. Enterprise Funds account for departments providing services primarily to third party payers. PARAMEDIC SERVICE ENTERPRISE FUND: The Paramedic Service is funded totally from 2004 projected fees of$8,340,000 with no county subsidy. Total expenditures include$3,020,942 for salaries,$4,361,408 for bad debt allowance, $160,000 for depreciation,and the remainder for services and supplies. The budget for new equipment is$189,000. the mid-year 2003 rate increase of 20% is calculated to support the service in 2004. MOTOR VEHICLE FUND: The Motor Vehicle Fund accounts for the revenue and costs generated by equipment and vehicles rented to other county departments. The gross operating budget amounts to$4,705,675 in 2004,with$2,201,500 budgeted for new capital equipment. The budget reflects the continuation of the contract fleet management approach adopted by the Board in August 1984. Depreciation is $1,948,377 for new equipment purchases, plus sale of surplus items of $374,700. HEALTH INSURANCE FUND: The Health Insurance Fund reflects the cost of Weld County's self-insurance program which includes dental and vision coverage. Details of the program and coverage are found under the specifics of the fund summary. In 2004,the county will continue with only dental and vision being self-insured. Health coverage will be provided by a private company. INSURANCE FUND: The Insurance Fund accounts for all insurance costs for the county. The program is a combination of insured risks and protected self-insurance risks. Gross budget costs are$1,287,800 in 2004,with a property tax levy of$550,000. Details of the program are provided under the specifics of the fund summary. PHONE SERVICE FUND: Budget reflects total consolidation of phone service costs of$860,000 in Weld County. Funding is at current level and reflects no capital upgrades. WELD COUNTY FINANCE CORPORATION: Budget contains the funding for the Weld County Finance Corporation,which accounts for the lease purchases of county buildings. The only active lease is for the North Jail Correctional Facility. 401 PARAMEDIC SERVICES ENTERPRISE FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 5000 23100 4410 CHARGE FOR SERVICES 7,510,000.00 8,340,000.00 8,340,000.00 TOTAL AMBULANCE ENTERPRISE FUND 7,510,000.00 8,340,000.00 8,340,000.00 O N PARAMEDIC SERVICES ENTERPRISE FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 5000 23100 AMBULANCE 7,182,129.00 8,340,000.00 8,340,000.00 TOTAL AMBULANCE ENTERPRISE FUND 7,182,129.00 8,340,000.00 8,340,000.00 0 w BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: PARAMEDIC SERVICE ENTERPRISE FUND BUDGET UNIT TITLE AND NUMBER: Paramedic Service -- 5000-23100 DEPARTMENT DESCRIPTION: The Paramedic Service responds to both routine and emergency calls for the county. It is an advanced life support(paramedic) provider. Personnel and vehicles are stationed in Greeley, Evans, and Fort Lupton. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT NEXT FY NEXT FY FY Personnel Services $ 3,048,464 $ 3,094,039 $ 3,020,942 $ 3,020,942 Supplies 219,467 207,900 229,750 229,750 Purchased Services 507,862 502,190 378,900 378,900 Fixed Charges 2,991,837 3,204,000 4,521,408 4,521,408 Capital 238,984 174,000 189,000 189,000 Gross County Cost $ 7,006,614 $ 7,182,129 $ 8,340,000 $ 8,340,000 Revenue 6,808,797 7,510,000 8,340,000 8,340,000 Net County Cost $ 197,817 $ - 327,871 $ 0 $ 0 Budget Positions 49 49 42 42 SUMMARY OF CHANGES: Full time personnel have been reduced by 7 FTE. This was accomplished by having supervisors go back into routine scheduled slots(4),restructuring the Fort Lupton coverage to 24 hour shifts(2),and not filling a position to cover an EMT going to paramedic training. The Board approved the staffing changes in June,2003. Personnel budget includes a 3% cost of living adjustment, plus health insurance adjustment. Medical supplies are up $35,500, with offsetting reductions in other supply accounts for a net increase of$21,850. Services are down$123,290 due the change in the policy of not charging the Paramedic Service for emergency medical dispatch. Fixed charges are up $1,317,408 due to Medicare and Medicaid uncollectible amounts because of the federal government requiring the assignment of both Medicare and Medicaid accounts as payment in full. Revenues are up $830,000 based upon the 20% rate increase approved by the Board effective July 1,2003.Capital includes the purchase of one ambulance and the re-chassis of one ambulance. OBJECTIVES: 1)To keep the Ambulance Service on a self-supporting (zero subsidy)basis; 2) To maintain maximum possible collection ratios; and 3) To develop stable revenue sources. 404 PARAMEDIC SERVICE (CONTINUED) 5000-23100 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Total Calls For Service 10,373 10,668 11,000 # Patients Evaluated /Treated /Air 853 738 800 Transport/ Released #Transported Patients 7,060 8,158 9,000 Total Transport Mileage 50,003 55,420 60,000 # Dry Runs: No Patient/ Canceled 2,924 3,014 3,200 Efficiency Measures FTE's per 10,000/capita 2.513 2.432 2.014 Per capita cost (county support) $1.01 -$1.62 $0.00 Receipts / Charges Ratio 42.6% 47.4% 47.0% Effectiveness Measures (DESIRED RESULTS) Fractile Emergency Response Times (<9 minutes 90% of calls) - City of Greeley Fractile Emergency Response Times (<15 minutes 90% of calls) - Weld County Fractile Routine Response Times (<30 minutes 90% of calls) -Weld County Reduce unscheduled overtime hours 3,503 1,765 1,700 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. This budget continues to be under pressure to not require county tax subsidy. The Paramedic Service management and staff have been very responsive to staff and organizational changes to reduce costs, plus the Board has increased fees in an attempt to keep the service self sufficient. The budget will require constant monitoring to insure the financial viability of the service. The Board approved the latest staff and organizational changes and fee increases effective July 1, 2003. These changes will carry forward into 2004. BOARD ACTION: 405 MOTOR POOL IGS FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 6000 96300 4410 CHARGE FOR SERVICES 2,468,123.00 2,757,298.00 2,757,298.00 MISCELLANEOUS 6000 96300 4680 OTHER 1,864,449.00 1,948,377.00 1,948,377.00 6000 96300 4810 GAIN LOSS ON SALE 375,000.00 374,700.00 374,700.00 TOTAL MISCELLANEOUS 2,239,449.00 2,323,077.00 2,323,077.00 TOTAL MOTOR POOL IGS FUND 4,707,572.00 5,080,375.00 5,080,375.00 O rn MOTOR POOL IGS FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6000 17550 VEHICLE REPLACEMENT 2,235,100.00 2,201,500.00 2,201,500.00 6000 96300 COUNTY SHOP 4,332,572.00 4,705,675.00 4,705,675.00 TOTAL MOTOR POOL IGS FUND 6,567,672.00 6,907,175.00 6,907,175.00 0 V BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: IS - MOTOR POOL BUDGET UNIT TITLE AND NUMBER: Motor Pool Administration -- 6000-96300 DEPARTMENT DESCRIPTION: Centralized motor pool support for Weld County. Contract for fleet maintenance is included in this budget unit. "' `3 4 B D ETV)? w MENDa T Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 846,778 593,369 901,372 901,372 Purchased Services 1,765,739 1,709,156 1,752,540 1,752,540 Fixed Charges 2,035,423 2,010,047 2,051,763 2,051,763 Capital 0 20,000 0 0 Gross County Cost $ 4,647,940 $ 4,332,572 $ 4,705,675 $ 4,705,675 Revenue 5,027,526 4,707,572 5,080,375 5,080,375 Net County Cost $ - 379,586 $ - 375,000 $ - 374,700 $ - 374,700 Budget Positions -- -- -- -- SUMMARYOFCHANOES: The overall expense budget is increased by$373,103 to align the cost of goods (fuel) sold to the projected costs based upon historical usage, which accounts for $305,503 of the increase. Depreciation expenses and revenues are up$83,928. No capital items for the shops are needed, so that line item has been reduces$20,000. The outsourcing contract reflects a cost of living adjustment per the contract. Minor changes have been made to other line items to reflect historical expenditure patterns. OBJECTIVES: Provide most efficient and economical means of vehicle maintenance for the county departments through privatization. 408 IS -MOTOR POOL ADMINISTRATION (CONTINUED) 6000-96300 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Number of work orders issued 7,543 7,311 7,420 Number of service/maintenance orders per technician 69.84 67.69 68.70 _Efficiency Measures FTE'S per 10,000/capita 0.62 0.60 0.58 Work orders issued per FTE 629 609 618 _Effectiveness Measures (desired results) Customer satisfaction survey Good Good Good Labor Shop Rate (per hour) $40.09 $41.69 $42.94 Number of mechanics to vehicle/equipment 65.4 65.8 66.0 ratio FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval. BOARD ACTION: 409 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: IS - MOTOR POOL BUDGET UNIT TITLE AND NUMBER: Motor Pool Equipment -- 6000-17550 DEPARTMENT DESCRIPTION: Use of funded depreciation to acquire vehicles for county use. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT Pt NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 0 0 0 0 Fixed Charges 0 0 0 0 Capital 3,565,673 2,235,100 2,201,500 2,201,500 Gross County Cost $ 3,565,673 $ 2,235,100 $ 2,201,500 $ 2,201,500 Revenue 0 0 0 0 Net County Cost $ 3,565,673 $ 2,235,100 $ 2,201,500 $ 2,201,500 Budget Positions __ __ __ -- SUMMARY OF CHANGES: The equipment to be purchased in 2004 is listed on the following page. OBJECTIVES: N/A FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 410 IGA EQUIPMENT Request Recommend Sheriff: Patrol Vehicles (7) $ 147,000 $ 147,000 Civilian Vehicles (3) 57,000 57,000 1/2 Ton Pickup 21,500 21,500 Full Size Van 24,000 24,000 Mini Van 20,500 20,500 Human Services: Vans (9) 382,500 382,500 Planning: Mid-size Pickup (2) 41,000 41,000 Building Inspection: Mid-size Pickup (2) 41,000 41,000 Building and Grounds: 3/4 Ton Pickup 23,000 23,000 Engineering: Cargo Van 30,000 30,000 Pest and Weed Quad Cab Pickup 27,000 27,000 Public Works: See Basic List 1,387,000 1,387,000 Total $2, 201,500 $ 2,201,500 411 2004 PROPOSED EQUIPMENT REPLACEMENT Department of Public Works ` .H . :.m. f k ,,nom . # x, x r .. 3, g ' { o 14.0.10s. ,1, 1 @ '1� W � TY*Sn" za � & p @A r „�� r a ^ Grader 1 1 Motor Grader $160,000 2 1 Motor Grader $160,000 3 1 Motor Grader $160,000 1 1995/15820082 140G Motor Grader* $60,000 1 1995/15820083 140H Motor Grader* $60,000 1 1995/15820084 140H Motor Grader* $60,000 4 1 Rubber-Tired Roller $60,000 1 Hamm Roller* $5,000 ^' GRADER DIVISION TOTAL $540,000 $185,000 Trucking 1 1 Tandem Truck Tractor $70,000 2 1 Tandem Dump Truck w/Spreader& Plow $100,000 Transfer 15460028 to M-S* 4 1 Tandem Dump Truck w/Spreader& Plow $100,000 Transfer 15460026 to WS* 3 1 Loader with 7 cy bucket $280,000.00 1980/15830008* $25,000.00 TRUCKING DIVISION TOTALS $550,000 $25,000 M - S 2 1 15460026 from Trkg Div/Tandem w/spreader/plow 1991/15460011* $15,000 3 1 15460027 From Trkg Div/Tandem w/spreader/plow ' `�"` s�` Y. 3 1993/15460015* $20,000 1 1 35-Ton Fifth Wheel (Lowboy) $50,000 1985/15660004* $10,000 1 1 15410046 from Trkng Div/Tandem Tractor 1991/15410034* $5,000 M-S DIVISION TOTALS $50,000 $50,000 Bridge 1 1 4X4 1/2-Ton Ext Cab Shorted Pickup $21,000 1996/15220066* $2,700 2 1 JD 160 Trade-In $30,000 15850015* $0 r w 3 1 200 CLC Trackhoe $175,000.00 15850005/690LC Trackhoe* $18,000 BRIDGE DIVISION TOTALS $226,000 $20,700 Mining 1 1 4X4 1/2-ton Ext Cab Short Bed $21,000 94 15230036 or'96 15220065* $3,000 MINING DIVISION TOTALS $21,000 $3,000 ESTIMATED PRICE - ESTIMATED VALUE $1,387,000 $283,700 * Denotes Outgoing Equipment HEALTH INSURANCE IGS FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND MISCELLANEOUS 6200 93400 46902 EMPLOYEE CONTRIBUTIONS 271,980.00 303,520.00 303,520.00 TOTAL HEALTH INSURANCE IGS FUND 271,980.00 303,520.00 303,520.00 HEALTH INSURANCE IGS FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6200 93400 DENTALNISION 271,980.00 303,520.00 303,520.00 TOTAL HEALTH INSURANCE IGS FUND 271,980.00 303,520.00 303,520.00 F BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: IS - HEALTH INSURANCE BUDGET UNIT TITLE AND NUMBER: Health Insurance Fund -- 6200-93100/93400 DEPARTMENT DESCRIPTION: Provides for the costs associated with Weld County's self- insured health program. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 267,678 5,000 5,000 5,000 Fixed Charges 237,130 266,980 298,520 298,520 Gross County Cost $ 504,808 $ 271,980 $303,520 $303,520 Revenue 482,758 271,980 303,520 303,520 Net County Cost $ 22,050 $ 0 $0 $0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The budget reflects the cost of self-insuring the dental and vision reimbursement plan ($298,520) and wellness program ($5,000). OBJECTIVES: 1)Provide employee health/dental/vision insurance in the most cost effective way possible; and 2) Provide a well program to all employees. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Single coverage 687 683 678 Family coverage 204 340 354 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. Budget anticipates a worst case 30% rate increase. Weld County selected PacifiCare as the new health insurance provider in 2003 for three years. Dependent coverage contribution has been set at 75% of the spouse rate or$251.75 per month. No changes in the plan design are anticipated. 416 IS - HEALTH INSURANCE 6200-93100 (CONTINUED) 2004 Insurance rates are as follows: HMO POS PPO Employee: Health $ 320.67 $ 335.62 $ 419.30 DentalNision 15.00 15.00 15.00 TOTAL $ 335.67 $ 350.62 $ 434.30 Employee $ 16.00 $ 30.95 $ 114.63 County 319.67 319.67 319.67 Spouse Only: Health $ 320.67 $ 335.62 $ 419.30 DentalNision 15.00 15.00 15.00 TOTAL $ 335.67 $ 350.62 $ 434.30 Total Employee $ 99.92 $ 129.99 $ 297.64 Total County 571.42 571.42 571.42 Children Only: Health $ 295.00 $ 308.79 $ 385.76 DentalNision 15.00 15.00 15.00 TOTAL $ 310.00 $ 323.79 $ 400.76 Total Employee $ 74.25 $102.82 $ 263.64 Total County 571.42 571.42 571.42 Spouse and Children: Health $ 623.19 $ 652.30 $ 814.90 DentalNision 30.00 30.00 30.00 TOTAL $ 653.19 $ 682.30 $ 844.90 Total Employee $ 417.44 $ 461.50 $ 707.78 Total County 571.42 571.42 571.42 Employee Costs: 2003 $ 329.05 $ 362.94 $ 552.39 2004 417.44 461.50 707.78 417 IS - HEALTH INSURANCE 6200-93100 (CONTINUED) The 2004 program is calculated with current participation as follows: Single Coverage: 697 Dependent Coverage: 296 DENTAL AND VISION: Administration/Well Costs = $ 5,000 Fixed Costs: $ 5,000 LOSS FUND: Dental = $ 233,520 Vision = 65,000 Loss Fund Costs $ 298,520 GRAND TOTAL - COSTS $ 303,520 REVENUE: COBRA Revenue $ 40,000 Single Vision/Dental 993 X $15/month X 12 = 178,740 Spouse/Children Vision/Dental 151 X $15/month X 12 = 42,660 Family Vision/Dental 145 X $30/month X 12 = 42.120 TOTAL REVENUE $ 303,520 BOARD ACTION: 418 LIABILITY INSURANCE IGS FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 6300 93300 4112 CURRENT PROPERTY TAXES 550,000.00 550,000.00 550,000.00 CHARGE FOR SERVICES 6300 93200 4410 CHARGE FOR SERVICES 200,000.00 240,000.00 240,000.00 MISCELLANEOUS 6300 93300 4610 EARNINGS ON INVESTMENTS 68,000.00 90,000.00 90,000.00 6300 93300 4820 COMPENSATION FOR LOSSES 50,000.00 50,000.00 50,000.00 TOTAL MISCELLANEOUS 118,000.00 140,000.00 140,000.00 TOTAL LIABILITY INSURANCE IGS FUND 868,000.00 930,000.00 930,000.00 r 0 LIABILITY INSURANCE IGS FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6300 93200 WORKERS COMPENSATION 650,000.00 756,000.00 756,000.00 6300 93300 LIABILITY 531,100.00 531,800.00 531,800.00 TOTAL LIABILITY INSURANCE IGS FUND 1,181,100.00 1,287,800.00 1,287,800.00 r N O BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: IS - INSURANCE BUDGET UNIT TITLE AND NUMBER: Insurance Fund -- 6300-93200/93300 DEPARTMENT DESCRIPTION: Central fund to provide county-wide insurance coverage. Administered by Finance and Administration unit in the General Fund. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 1,600 $ 0 $ 0 $ 0 Supplies 0 700 700 700 Purchased Services 22,390 26,900 27,600 27,600 Fixed Charges 1,122,688 1,153,500 1,259,500 1,259,500 Capital 0 0 0 0 Gross County Cost $ 1,146,678 $ 1,181,100 $ 1,287,800 $ 1,287,800 Revenue/Fund Bal. 597,611 631,100 737,800 737,800 Net County Cost $ 549,067 $ 550,000 $ 550,000 $ 550,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The budget is structured with Weld County remaining a member of CAPP, but using the self-insured option under the insurance pool for a fixed cost of $231,800. Effective January 1, 1992,Weld County became self-insured for workers compensation. Workers Compensation includes excess insurance and bonds costing$86,000,claims administration costs of $20,000, and a loss fund of $650,000. A loss fund for all other coverages is budgeted at $300,000. Unemployment insurance is being charged directly to departments. The program is supported by property tax ($550,000), charges for service ($240,000), interest ($90,000),and compensation for losses($50,000). Fund balance reserves of$357,800 support the loss fund. OBJECTIVES: Provide county-wide insurance coverage in most cost effective manner possible. 421 INSURANCE FUND (CONTINUED) 6300-93300 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED _Work Outputs Number of training sessions 35 36 36 Number of workers compensation claims 117 120 120 Dollar amount of prop/casualty claims paid $114,923 $300,000 $300,000 Efficiency Measures FTE'S per 10,000/capita .0513 .0496 .0480 Per capita cost (county support) $2.82 $2.73 $2.64 Cost per claim processed $153.85 $160.15 $166.67 _Effectiveness Measures (desired results). Number of employees trained 530 525 525 Average loss per workers comp claim $2,999 $3,000 $3,000 Percent increase/decrease in number of claims -9% 3% 0% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval of the insurance program as outlined above in the summary of changes. In accordance with Section 8-44-204, C.R.S., it is recommended that a mill levy be used to fund the insurance program for local county activities and a charge back mechanism be used only for programs funded by state and federal funding sources. Weld County,through CAPP,has reduced limits of coverage and placed reliance on sovereign immunity to stay within the budgeted amount. The legislative changes in 1986 strengthened the county's position in the use of sovereign immunity limits in Colorado cases. In addition, the county can levy up to 10 mills per year to discharge any judgment against it. Continuation of the self-insured program for workers compensation is recommended,which should result in cost savings, plus no shared risks with other counties. Unemployment costs are recommended to be charged directly to departments for revenue raising strategies and departmental accountability for costs. The fund enjoys a fund balance of$1,400,000 to safeguard against any extraordinary losses in a given year. BOARD ACTION: 422 PHONE SERVICES IGS FUND SUMMARY OF REVENUE 2004 ACCOUNT NUMBER 2003 2004 2004 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 6400 17400 4410 CHARGE FOR SERVICES 860,000.00 860,000.00 860,000.00 TOTAL PHONE SERVICES IGS FUND 860,000.00 860,000.00 860,000.00 N.) PHONE SERVICE IGS FUND SUMMARY OF EXPENDITURES 2004 ACCOUNT# 2003 2004 2004 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6400 17400 PHONE SERVICES 860,000.00 860,000.00 860,000.00 TOTAL PHONE SERVICE IGS FUND 860,000.00 860,000.00 860,000.00 N A Hello