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HomeMy WebLinkAbout20010442.tiff 011# SOCIAL SERVICES FUND SOCIAL SEFIVICFS Revenue Changes CI 0 R N O OI O OD d T $10,000,000 f9 i. co o) $8,000,000 03 N Li CD CO T 01 C CO X2002 $6,000,000 m fR • 1%. co Cli N LJ2001 $4,000,000 u:= <, a-.•... .�. 20000 $ , 00 J $0 P J J I Property taxes Fund Balance Federal/State 2002 Revenue TOTAL: $14,907,583 (2001 : $13,181,183) Property taxes $3,015,898 20.2% Federal/State wcitnisi $9,007,950 60.4°/0 Fund Balance $2,883,735 19.3% 243 SOCIAL SERVICES 2002 Expenditures Total $13,707,583 (2001 $12,281,183) 60110000 5000000 4930000Child Welfare Core Services 43% 4000000 9% TANF 3000000 11% z000000 1455053 1050B05�-_-- IGR5081.•13!35 +a5o55 ,zszso0 —11°°°°° _-132,5000miscellaneous r nu0013,5 m � 4% 0 110900 fl19C0... 506550 L. § G g izsooa 46"° Iao3 aid to needy leap i •- i tsE e 21 disabled 1% 5 5 1 41a @ 1% Child Support N t Admin day care administration F n 10% 7% 14% Ten Year Trend All Funds Expenditures 120 100 80 60 ■Taxes 0 Social Services 40 I 20 ® SOCIAL A `;` SERVICES 0 , XO'93 �99� ��'cb 43�� �°jc;\ N�9� N9c�I,, fl, QO(`L Social Services Expenditures& Local Taxes • TEN YIBAR TREND Cumulative Percent Increase: Social Services 120 II 100 Inill......._ ...-- —.= 80 R N r m 60 ❑Taxes 1------te, ®Social Services 40 E 20 1= 0 , I -" t I I i f 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 SOCIAL SERVICES FUND SUMMARY The total Social Services budget is $13,707,583. The program is funded by property tax of $3,015,898, and state and federal funds of $9,007,950. Over the last ten years the county contribution of property tax has remained stable at about $3,000,000. The total budget is up by $1,426,400 primarily due to additional child welfare funding from the State. An ending fund balance of$1,200,000 is anticipated. Overall funding for Social Services has improved over the last few years. However, for County Administration the amount of funding is not adequate. Old Age Pension, Food Stamps, Medicaid, Adult Protection, and Common Support staff are funded out of Regular Administration of which about twenty five percent is contributed by the County. Each year the complexity and the number of Medicaid cases grows but no additional funding has been provided by the State to manage the cases. A workload study commissioned by HCP&F and CDHS had indicated that the Weld County should increase its FTE by four. A funding initiative by CDHS is pending for SFY03. Unless this situation changes, delays will result in processing cases for children's Medicaid, nursing homes, HCBS, and other Adult Medicaid programs. The complexity of Adult Medicaid program cases has increased due to State regulation changes. National, State, and local outreaching efforts to enroll children in Medicaid are increasing Medicaid cases significantly. Two Medicaid positions are requested to handle the caseload growth by using State/County Contingency funds. Miscellaneous revenue has become a greater part of funds for Social Services. Child Support incentives are projected to be about$400,000. Incentives and the federal reimbursement combine to make Child Support a self supporting program. County contingency funds have increased over the last few years. A conservative estimate of county contingency is projected at $500,000 for CY2002. Federal funds for IV E have ranged from $650,000 to $200,000 per year over the most recent years. Since it is difficult to project, IV E funds were estimated at $200,000 for CY2002. Employment First, Medicaid Transportation, Medical Exams, Fraud, Food Stamps Refunds, and Child Welfare Staff Development are combined into the budget unit entitled"Other Programs". No significant changes are anticipated for CY2002. The department will continue a strong effort to reduce the amount of welfare fraud through the Investigative Unit of Assistance Payments. Child Support collection efforts have resulted in steady improvement over the last several years. The department is now able to obtain financial information from parents to collect more money to meet their child support obligations. Interstate collections are still difficult to obtain despite the efforts made nationally to improve this area. Federal TANF reauthorization will be a major issue for the next two years. Changes from TANF reauthorization are not clear at this time. Weld County has some advantages over other counties since a conservative approach has been used in administering the program and benefits. Since the inception of welfare reform, the number of cases in TANF has dropped dramatically. The remaining clients that are on TANF have significant barriers to obtain employment. Caseloads for CY2002 are projected to rise due to recent State Law changes that expand eligibility for the program. A recession or plant closing would have obvious significant impacts to the caseload. The county has adequate reserves to handle an increase in cases for a few years. However, possible State legislation in SFY2002 regarding county reserves may have significant impact on the department's ability to fund increases in cases. 246 The number of cases in Aid to the Needy (AND) is expected to increase because of the overall growth in the county. Lack of mental health resources in the community is having a great impact on the number of AND cases. Like other adult programs, the State regulations are growing in complexity. The demand for quality day care and the ability of the community to afford it remain concerns for the department. Infant care is expensive and the supply is limited. The budget anticipates a provider rate increase of up to four percent subject to Board approval and State funding. The State and Federal funding for day care is not adequate without significant transfers of TANF funds. With an uncertain funding outlook for both day care resources and TANF, day care rate increases and maintaining client eligibility levels remain major issues. The success of keeping clients in the workforce will depend on the quality and availability of day care. The State has recently increased funding for child welfare due to the increase in cases, additional mandates, and rising costs of services over the last few years. The State has also re-distributed the allocation with a new child welfare funding formula. Locally, shortages of funding for mental health alcohol and drug services and the cost of juvenile delinquents are increasing the cost of child welfare. The distribution of mental health and ADAD funding is not equitable across the State. With increased funding for child welfare, it is anticipated that deficits in RTC may be reduced and Core Services can be sustained at a higher level for CY2002 to support prevention and early intervention initiatives. The Federal government will be auditing the State regarding child welfare services in CY2002. This audit may impact the department in future years by adding to mandates and costs. The enactment of Family Court recommendations as developed by the Colorado Judicial Branch Court Improvement Committee may impact the Department by requiring addition court time by caseworkers and Assistant County Attorneys and increasing mandates for services. Similar judicial branch reports have resulted in increased services and costs to the Department. LEAP has been impacted by the high cost of heating fuels resulting in a record number of cases. Upcoming State regulations to expand eligibility will increase caseloads in CY2002. The amount of funding for General Assistance is requested at the same level. This program has not seen an increase for about fifteen years. Certain inadequacies in the State Medicaid system may negatively impact our general assistance fund in the areas of prescription drugs and emergency care needs in CY2002. Also, increased population demands may increase utilization of County Burial Assistance. 247 DEPARTMENT OF SOCIAL SERVICES MANDATED FEDERAL AND STATE PROGRAMS Assistance Payment Programs: Most assistance payment programs are mandated by the federal or state government. Consequently, local government is limited as to what can be done to reduce costs from these programs. Federally State Mandated Mandated Temporary Assistance to Needy Families X X Aid to the Needy Disabled X X Low Income Energy Assistance X X Old Age Pension X General Assistance* Optional Optional *State law allows counties the option of having a general assistance program and, if established, to determine the benefit level. Social Service Programs: Social service programs administered by the department are mandated by federal or state law; however, local government have a higher degree of managerial flexibility with these programs. Federally State Mandated Mandated Child Protection - Casework Services X X Youth Services - Casework Services X X Administration: Costs associated with administration also include compensation for direct services through caseworkers, technicians and support staff. In addition, overhead such as rent, utilities,travel, supplies, and equipment are funded through Administration. The State establishes an allocation and reimburses at various rates depending on the type of expenditure and program. Expenditures greater than allocation are generally reimbursed through surplus distribution. 248 DEPARTMENT OF SOCIAL SERVICES ESTIMATED REVENUE 2002 FEDERAL AND STATE COUNTY TOTAL County Administration $ 1,210,000 $ 740,000 $ 1,950,000 Other Programs 272,000 91,000 363,000 Child Support Administration 894,450 440,550 1,335,000 TANF Targeted Amount 0 1,485,083 1,485,083 Aid to the Needy Disabled 15,000 110,000 125,000 Day Care 112,000 798,000 910,000 Old Age Pension 0 10,000 10,000 Child Welfare 4,242,000 1,818,000 6,060,000 Core Services 1,077,500 175,000 1,252,500 LEAP 85,000 0 85,000 General Assistance 0 132,000 132,000 Sub-Total $ 7,907,950 $ 5,799,633 $13,707,583 Federal/State Reimbursement $ 7,907,950 County Property Tax/Penalties 3,015,898 Child Support Incentives 400,000 State/County Contingency 500,000 IV E Funds 200,000 TANF Adjustment 683,735 Fund Balance 1,000,000 Total Revenue $13,707,583 249 SOCIAL SERVICES FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND • TAXES 2100 42111 4112 CURRENT PROPERTY TAXES 3,315,898.00 3,015,898.00 3,015,898.00 TOTAL TAXES 3,315,898.00 3,015,898.00 3,015,898.00 INTERGOVERNMENTAL REVENUE 2100 42110 4336 REIMBURSEMENTS 1,406,000.00 1,210,000.00 1,210,000.00 2100 42111 4336 REIMBURSEMENTS 610,000.00 1,100,000.00 1,100,000.00 2100 42115 4336 REIMBURSEMENTS 200,000.00 272,000.00 272,000.00 2100 42200 4336 REIMBURSEMENTS 1,056,190.00 894,450.00 894,450.00 2100 42370 4336 REIMBURSEMENTS 15,000.00 15,000.00 15,000.00 2100 42375 4336 REIMBURSEMENTS 112,000.00 112,000.00 112,000.00 2100 42410 4336 REIMBURSEMENTS 2,584,000.00 4,242,000.00 4,242,000.00 2100 42415 4336 REIMBURSEMENTS 1,077,500.00 1,077,500.00 1,077,500.00 2100 42610 4336 REIMBURSEMENTS 83,600.00 85,000.00 85,000.00 2100 42815 4340 GRANTS 45,000.00 0.00 0.00 TOTAL INTERGOVERNMENTAL REVENUE 7,189,290.00 9,007,950.00 9,007,950.00 TOTAL SOCIAL SERVICES FUND 10,505,188.00 12,023,848.00 12,023,848.00 N C O SOCIAL SERVICES FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND , 2100 42110 ADMINISTRATION-REGULAR 1,900,000.00 1,950,000.00 1,950,000.00 2100 42115 OTHER PROGRAMS 273,000.00 363,000.00 363,000.00 2100 42200 IV-D ADMINISTRATION 1,335,000.00 1,335,000.00 1,335,000.00 2100 42365 TANF&ADMINISTRATION 1,485,083.00 1,485,083.00 1,485,083.00 2100 42370 NEEDY AND DISABLED 125,000.00 125,000.00 125,000.00 2100 42375 DAY CARE&ADMINISTRATION 710,000.00 910,000.00 910,000.00 2100 42380 OLD AGE PENSION 10,000.00 10,000.00 10,000.00 2100 42410 CHILD WELFARE&ADMINISTRATION 4,930,000.00 6,060,000.00 6,060,000.00 2100 42415 PLACEMENT ALTERNATIVE CARE 1,252,500.00 1,252,500.00 1,252,500.00 2100 42610 LEAP ADMINISTRATION&OUTREACH 83,600.00 85,000.00 85,000.00 2100 42700 GENERAL ASSISTANCE 132,000.00 132,000.00 132,000.00 2100 42815 ESG 45,000.00 0.00 0.00 TOTAL SOCIAL SERVICES FUND 12,281,183.00 13,707,583.00 13,707,583.00 U, BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: County Administration -- 2100-42110 DEPARTMENTDESCRIPTION: Administration of OAP,Food Stamps, Medicaid,Adult Protection, and Common Support programs. Staff compensation and operating expenditures are paid from this budget. The State establishes an allocation which limits the reimbursement for administrative expenditures. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 5,513,013 $ 1,050,000 $ 1,100,000 $ 1,100,000 Supplies 158,809 200,000 200,000 200,000 Purchased Services 902,980 400,000 400,000 400,000 Fixed Charges 399,020 200,000 200,000 200,000 Contra Expense -3,310 0 0 0 Capital 62,974 50,000 50,000 50,000 Gross County Cost $ 7,033,486 $ 1,900,000 $ 1,950,000 $ 1,950,000 Revenue 10,987,154 1,406,000 1,210,000 1,210,000 Net County Cost $ -3,953,668 $ 494,000 $ 740,000 $ 740,000 Budget Positions 127.5 54 57 57 SUMMARY OF CHANGES: This budget unit has been changed to reflect the staff charged to the programs listed above. Twenty five positions were transferred from County Administration to Child Welfare. In the total of 57, three new positions are being requested. The department is requesting two Medicaid technicians and one common support position. The Medicaid positions are for the growth in caseloads and complexity of the cases. Institutions such as the hospital and children clinics are actively outreaching to more individuals to enroll in Medicaid. In addition, the general growth in the county is resulting in additional cases. State contingency funding received by the department can be used to fund these new positions. In order to meet State and federal food stamp error rate requirements, a Common Support position will be utilized to primarily assist food stamp technicians in the areas of tracking applications,verifying client information on different State computer systems, general filing and mailing. OBJECTIVES: Administer OAP, Food Stamps, Medicaid, Common Support, and Adult Protection. 252 SOCIAL SERVICES REGULAR ADMINISTRATION (CONTINUED) 2100-42110 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load (Average) 9,900 9,900 10,200 Efficiency Measures FTE's per 10,000/capita 7.97 1.81 1.71 Per capita cost (county support) ($24.49) $3.09 4.35 Effectiveness Measures (desired results) Error rate below State average 100% 100% 100% Determine eligibility and provide service 100% 100% 100% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval of the three additional positions requested due to caseload growth and availability of funding. BOARD ACTION: 253 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Non Program Revenue - - 2100-42111 DEPARTMENT DESCRIPTION: State and Federal Incentives,County Contingency,and Property Tax. 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 0 0 0 Capital 0 0 0 0 Gross County Cost $ 0 $ 0 $ 0 $ 0 Revenue 0 600,000 1,100,000 1,100,000 Net County Cost $ 0 $ -600,000 $ -1,100,000 $ -1,100,000 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Over the last few years miscellaneous funding has increased but has been difficult to project due to the complexities associated with allocating State funds. The following amounts are reflected in the numbers above. Child Support incentive $400,000, County Contingency$500,000, and IV E funding $200,000. OBJECTIVES: Track revenue for Social Services Department that is not associated with program expenditures. FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 254 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: Social Services BUDGET UNIT TITLE AND NUMBER: Other Programs -- 2100 - 42115 DEPARTMENT DESCRIPTION: This budget unit was established for minor programs for the Department of Social Services. It includes Employment First, Medicaid Transportation, Medical Exams, Fraud, Food Stamps Refunds, EPP, and Child Welfare Staff Development. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES ` LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 180,958 $ 95,500 $ 95,500 $ 95,500 Supplies 2,569 0 0 0 Purchased Services 58,092 176,500 266,500 266,500 Fixed Charges 208,403 0 0 0 Capital 0 1,000 1,000 1,000 Gross County Cost $ 450,022 $ 273,000 $ 363,000 $ 363,000 Revenue 0 200,000 272,000 272,000 Net County Cost $ 450,022 $ 73,000 $ 91,000 $ 91,000 Budget Positions 2.5 2.5 2.5 2.5 SUMMARY OF CHANGES: Expedited Permanency Planning (EPP) has been added to this budget unit for $90,000 of the gross county cost. EPP is scheduled to be reduced by 25% in funding for CY 2002. OBJECTIVES: Employment First is a program to assist clients in obtaining jobs so the need for food stamps is reduced. Medicaid Transportation is a program that assists with the cost of transportation to medical services. Medical Exams is a program that is used to determine the medical condition of clients applying for benefits. Staff development is a program to provide training for staff in the area of child welfare. Fraud is a program that is designed to detect clients that should not be receiving benefits. Expedited Permanency Planning is a child welfare program design to reduce the amount of time children spend in placement. 255 OTHER PROGRAMS (CONTINUED) 2100 - 42115 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load 1,500 1,500 1,500 Efficiency Measures FTE's per 10,000/capita 0 .16 .15 Per capita cost (county support) .40 .45 .43 Effectiveness Measures (desired results) EPP - Placement Rate after 1 year 82% 90% 90% Determine eligibility and provide services 100% 100% 100% Cases referred to D.A. - conviction rate 90% 90% 90% Assess, register, & serve mandatory food stamp recipients 100% 100% 100% Request medical exams as required 100% 100% 100% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 256 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Child Support Administration -- 2100-42200 DEPARTMENT DESCRIPTION: This program is designed to obtain child support for dependent children to offset part of the TANF and foster care costs. In addition, child support is collected for non-TANF clients based on court orders. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 908,334 $ 1,052,500 $ 1,052,500 $ 1,052,500 Supplies 7,839 10,000 10,000 10,000 Purchased Services 195,295 251,275 251,275 251,275 Fixed Charges 27,407 41,225 41,225 41,225 Contra Expense -6 -25,000 -25,000 -25,000 Capital 1,400 5,000 5,000 5,000 Gross County Cost $ 1,140,269 $ 1,335,000 $ 1,335,000 $ 1,335,000 Revenue 742,024 1,056,190 894,450 894,450 Net County Cost $ 398,245 $ 278,810 $ 440,550 $ 440,550 Budget Positions 25 25 25 25_ SUMMARY OF CHANGES: Increased collections are anticipated through financial data matches in the next few years. The department will be able to determine if funds can be obtained from parents that are not paying their child support obligations. Interstate collections are still difficult to accomplish. Federal and State incentives for child support should amount to about $400,000. They are accounted for in budget unit 42111. Including incentives and federal reimbursement,this program is self sufficient. Cases have been closed if it is not likely collections can be obtained. OBJECTIVES: Obtain child support payments for TANF and "non-welfare" households. Child Support collections lower the cost of the TANF Program and help to keep other households self- sufficient. Administrative costs cover compensation for legal technicians, parent locators, and attorney costs. 257 CHILD SUPPORT ADMINISTRATION (CONTINUED) 2100-42200 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load 6,300 5,800 5,300 Efficiency Measures FTE's per 10,000/capita 1.56 1.56 1.47 Per capita cost (county support) 2.54 1.65 2.59 Effectiveness Measures (desired results) Establish Paternity 83% 80% 80% Cases with Court Orders 83% 76% 80% Collection Rate Current Support 54% 53% 58% Cases Paying on Arrears 66% 64% 67% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 258 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES Temporary Assistance to BUDGET UNIT TITLE AND NUMBER: Needy Families & Administration - 2100-42365 DEPARTMENT DESCRIPTION: Assistance payment grants for eligible recipients of the TANF program. This budget unit also has administrative funding for TANF staff and operating costs. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY '' CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 400,000 $ 400,000 $ 400,000 Purchased Services 0 500,000 500,000 500,000 Fixed Charges 610,583 585,083 585,083 585,083 Contra Expense -296,706 0 0 0 Capital 0 0 0 0 Gross County Cost $ 313,877 $ 1,485,083 $ 1,485,083 $ 1,485,083 Revenue 0 0 0 0 Net County Cost $ 313,877 $ 1,485,083 $ 1,485,083 $ 1,485,083 Budget Positions -- 11 11 11 SUMMARY OF CHANGES: The caseload for CY2002 is projected to rise due to recent law changes that expand eligibility for the program. A significant recession could increase the caseload. The county has sufficient reserves for TANF if caseloads increase and counties continue to have the authority to maintain reserves under current state statutes. This budget assumes about thirty percent of TANF funding will be transferred to child care and child welfare. The caseload consists of clients that have significant barriers to employment. The department is proposing program changes for TAN F. They include additional funds to reduce RTC costs through an after-care program, and funds to enhance services to TANF clients in the areas of child-only cases;housing,alcohol and drug,mentoring. These changes will not result in increased local costs but will be paid for from State and Federal funds. OBJECTIVES: Provide assistance payments to eligible recipients of the TANF program. The average household is comprised of the caretaker mother and two children. Provide employment training, work experience, and job placement for clients. Provide for funding necessary for staff associated with the TANF program. 259 TEMPORARY ASSISTANCE TO NEEDY FAMILIES & ADMINISTRATION (CONTINUED) 2100-42365 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Loads (Average) 391 420 450 Efficiency Measures FTE's per 10,000/capita 0 .69 .65 Per capita cost (county support) 9.28 9.28 8.74 Effectiveness Measures (desired results) Work participation rate - one parent family 40% * 50% * 50%* Work participation rate -two parent family 90% * 90% * 90%* * As adjusted by the caseload reduction factor. FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. Legally TANF maintenance of effort(MOE)requires a funding level of$1,485,083. It is anticipated that even with a transfer of 30% of the TANF allocation to child care and child welfare that$683,735 of the MOE will not be spent. The following program changes were proposed when the TANF bid was submitted with the Commissioners indicating they wanted to review the items with the 2002 budget: 1. Due to the increasing number and percentage of the overall TANF population, Child Only Cases will require considerably more attention. Efforts to reduce instances of child abuse, neglect, identification of caretaker alcohol and or drug abuse, and prevention/intervention to avoid foster care placement will need to be implemented. Estimated costs would be $50,000 in contract salary and estimated $75,000 in supportive services (increased usage of previously allocated supportive services). 2. Affordable housing for TANF families has, and it appears will continue to be, a major stumbling block to self-sufficiency. Funding is subsidized housing opportunities in order to stabilize low-income and "hard to serve" families is instrumental in the success of the mission of the TANF Program. Cost is estimated to be $5,000 per year per eligible household serving probably twenty households (estimated total $100,000). This initiative would be similar to HUD Section 8, but be time limited and based on job performance. 3. It has been determined appropriate and necessary to implement an improved alcohol and drug abuse identification, prevention and recovery program. Statistics and research indicate that this is a significant problem in assuring long term self-sufficiency. Estimated annual costs would be $5,000. 260 TEMPORARY ASSISTANCE TO NEEDY FAMILIES & ADMINISTRATION (CONTINUED) 2100-42365 FINANCE/ADMINISTRATION RECOMMENDATION(CONTINUED): 4. Weld County is currently developing a mentoring program to assist current and employed TANF recipients. The goal of the mentoring program will be to identify early-on barriers to employment in two ways. First, an additional vocational / mental health assessment and second, providing ongoing support and guidance for families transitioning from welfare to work. Estimated annual costs would be $50,000. 5. Transportation in Weld County(considering the size-4,000 square miles) continues to be a major issue for many TANF residents. Providing transportation assistance to clients who are working and do not have transportation and do not live near a bus route is critical to obtaining and maintaining employment. Efforts to provide this necessary service may include the purchase of services from County and City operations, automobile purchasing assistance, etc. Estimated costs would be $25,000 annually (increased usage of already allocated supportive services). BOARD ACTION: 261 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Aid to Needy Disabled -- 2100-42370 DEPARTMENT DESCRIPTION: Assistance grants for eligible disabled and Medicaid benefits for SSI clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY , NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Fixed Charges 72,581 150,000 150,000 150,000 Contra Account -18,239 -25,000 -25,000 -25,000 Capital 0 0 0 0 Gross County Cost $ 54,342 $ 125,000 $ 125,000 $ 125,000 Revenue 0 15,000 15,000 15,000 Net County Cost $ 54,342 $ 110,000 $ 110,000 $ 110,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: There are two Aid to the Needy Disabled Programs, State A.N.D. (Cash payment of$239.00 only)and those who also receive SSI and Medicaid. Expecting growth in both programs due to lack of services for mental health needs and an increasing number of people being approved for SSI because of mental illness. Also, an increasing number of people are moving into long term care programs in order to avoid nursing home costs. OBJECTIVES: This program is designed to provide money grants and Medicaid for eligible disabled clients. Another component of this program serves clients as supplement to their Social Security benefits. 262 AID TO NEEDY DISABLED (CONTINUED) 2100-42370 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Output Case Load 1,900 2,025 2,125 Efficiency Measures Per capita cost (county support) .69 .78 .65 Effectiveness Measures (desired results) Establish program eligibility within 60 Days 100% 100% 100% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 263 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Day Care -- 2100-42375 DEPARTMENT DESCRIPTION: Provision of day care services for children from TANF and "income eligible" households. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 140,000 $ 140,000 $ 140,000 Supplies 0 0 0 0 Purchased Services 510,743 565,000 765,000 765,000 Contra Expense -1,821 5,000 5,000 5,000 Capital 0 0 0 0 Gross County Cost $ 508,922 $ 710,000 $ 910,000 $ 910,000 Revenue 0 112,000 112,000 112,000 Net County Cost $ 508,922 $ 598,000 $ 798,000 $ 798,000 Budget Positions -- 5 5 5 SUMMARY OF CHANGES: Families within the community continue to struggle in paying for child care. Infant care is expensive and the supply is limited. A decision will need to be made concerning rates for providers. The budget amounts above assume, through legislation and rule changes, up to a four percent increase subject to Board approval and State funding. We anticipate continued efforts by the State and other interests to expand eligibility for the program and costs associated with the program. OBJECTIVES: Purchase of day care services for eligible children. This program also includes services for a small number of"special needs" children when child protection is a concern. The program is available to clients enrolled in the TANF Program. The department pays state rates for payment of day care services for"special needs" children who are in child protection. 264 DAY CARE (CONTINUED) 2100-42375 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load 600 625 750 Efficiency Measures FTE's per 10,000/capita 0 .31 .29 Per capita cost (county support) 3.49 3.56 4.69 Effectiveness Measures (desired results) Process applications within 60 days 100% 100% 100% Error rate under 5% 5% 5% FINANCE/ADMINISTRATION RECOMMENDATION: The funding level of day care is a policy issue for the Board. The 2002 budget includes a 4% cost of living adjustment for providers for clients below 185%of poverty level. The minimum poverty level is 155%with a maximum of 225% of poverty level. As long as the expenditures remain at or below the state allocation amount and by use of TANF direct coding there is no county cost. This is a level of approximately$4,820,000. However, due to caseload growth an additional $200,000 of county resources is included in this budget as a precaution. Policy issue. BOARD ACTION: 265 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Old Aqe Pension -- 2100-42380 DEPARTMENT DESCRIPTION: This program provides money payments to eligible seniors who meet income, resource and age tests. Program costs are reimbursed 99.5% by the state. Administrative costs are reimbursed 80% and are included as part of the Social Services Administrative budget. 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 11,480 10,000 10,000 10,000 Contra Expense 0 0 0 0 Gross County Cost $ 11,480 $ 10,000 $ 10,000 $ 10,000 Revenue 0 0 0 0 Net County Cost $ 11,480 $ 10,000 $ 10,000 $ 10,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Some growth is anticipated for Old Age Pension due to County population increases and seniors living longer. A three to four percent cost of living adjustment is anticipated for 2002. More of the cases are qualifying for multiple services such as HCBS, Home Care Allowance, and Food Stamps. OBJECTIVES: Provide money payments and Medicaid to eligible seniors who qualify by meeting age, resource and income tests. Program costs are reimbursed 100% by the state, except for home care allowances where the county contribution is 5% of these costs. Administrative costs are reimbursed 80% by the state. OAP money payments serve as income supplement to social security payments in many OAP households. 266 OLD AGE PENSION (CONTINUED) 2100-42380 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load 1,900 2,120 2,220 Efficiency Measures Per capita cost (county support) .21 06 .06 Effectiveness Measures (desired results) Approve applications within 45 days 80% 80% 70% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 267 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Child Welfare and Administration -- 2100-42410 DEPARTMENT DESCRIPTION: Placement of children in substitute 24-hour care family foster homes, group homes, residential treatment centers, and residential child care facilities. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 0 $ 3,230,000 $ 3,360,000 $ 3,360,000 Supplies 0 0 0 0 Purchased Services 1,238,806 1,900,000 2,900,000 2,900,000 Contra Expenses -30,328 -200,000 -200,000 -200,000 Capital 0 0 0 0 Gross County Cost $ 1,208,478 $ 4,930,000 $ 6,060,000 $ 6,060,000 Revenue 0 2,584,000 4,242,000 4,242,000 Net County Cost $ 1,208,478 $ 2,346,000 $ 1,818,000 $ 1,818,000 Budget Positions -- 80 58 58 SUMMARY OF CHANGES: The State Department has increased funding for child welfare by about $2,000,000 for State FY 01-02. Additional funding will be used to offset rising RTC costs, maintain caseload standards, retain youth in homes, and increase resources in Core Services. With the population growth in the county and increased severity of cases, the funding should allow the department to meet the needs associated with child welfare. The budget amount includes funding for a two to three percent increase for RTC and CPA providers; however,we have included up to a 4% increase for County certified foster care homes. Shortages of funding for mental health services and alcohol services are impacting this budget unit. To meet the case load work standard, three positions have been requested. All positions are for caseworkers; one will handle excess cases, one will improve adoptions services, and one will work in Youth and Conflict. Adoption caseworkers on average are handling about 40 cases. In both Child Protection and Youth in Conflict the Child Welfare Settlement Agreement the standard of cases for a caseworker to handle is 17. Our caseworkers currently have an average of 22 cases. OBJECTIVES: Expenditures in this program are for the placement of children into facilities due to abuse or for placement of youth beyond control of their parents. Placements are made in family foster homes, group homes, child placement agencies, and residential child care facilities. Some costs are reduced by the collections from parents and social security. 268 CHILD WELFARE AND ADMINISTRATION (CONTINUED) 2100-42410 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Average Case Load 500 500 600 Efficiency Measures FTE's per 10,000/capita 0 5 3.24 Per capita cost (county support) 5.63 14.67 10.69 Effectiveness Measures (desired results) Reduce RTC placements (Average) 91 80 70 Manage CPA costs (Reduction per Case) $0 $250 $250 FINANCE/ADMINISTRATIONRECOMMENDATION: Recommend approval. Additional positions are justified based upon caseload. BOARD ACTION: 269 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: Core Services 2100-42415 DEPARTMENT DESCRIPTION: Program designed to avoid placement of children into the foster care program primarily through counseling and parental education. 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 1,168 2,500 2,500 2,500 Fixed Charges 867,059 1,250,000 1,250,000 1,250,000 Capital 0 0 0 0 Gross County Cost $ 868,227 $ 1,252,500 $ 1,252,500 $ 1,252,500 Revenue 576,971 1,077,500 1,077,500 1,077,500 Net County Cost $ 291,256 $ 175,000 $ 175,000 $ 175,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Over the past few years budgetary limitations in Child Welfare have led to a rationing of Core Service expenditures. With the 2001 increase in Child Welfare funding, it is anticipated that Core Services can be sustained at a higher level. OBJECTIVES: This program is designed to provide services such as counseling, day treatment, and education to prevent out of home placements. In addition, services are provided to reunite families with children in foster care. A plan is developed on an annual basis and submitted to the state for approval. Cases are monitored to determine the effectiveness of providers and program. 270 CORE SERVICES (CONTINUED) 2100-42415 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load 110 110 110 Efficiency Measures Per capita cost (county support) .62 1.09 1.03 Effectiveness Measures (desired results) Amount above allocation $0 $0 $0 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 271 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES Low Income Energy Assistance Program & BUDGET UNIT TITLE AND NUMBER: Administration -- 2100-42610/42620 DEPARTMENT DESCRIPTION: Administration of the Low Income Energy Assistance Program. This program is 100% federally funded. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY ! NEXT FY NEXT FY Personnel Services $ 91,156 $ 73,200 $ 74,600 $ 74,600 Supplies 191 1,300 1,300 1,300 Purchased Services 4,111 9,100 9,100 9,100 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 95,458 $ 83,600 $ 85,000 $ 85,000 Revenue 102,422 83,600 85,000 85,000 Net County Cost $ -6,964 $ 0 $ 0 $ 0 Budget Positions 5 5 5 5 SUMMARY OF CHANGES: LEAP has been impacted by the high cost of heating fuels resulting in a record number of cases. The Department received 1,552 more applications in FY2000/2001 than the previous year. Upcoming State rules to expand eligibility will increase caseloads in CY2002. OBJECTIVES: These funds are used to administer the Low Income Energy Assistance Program. Eligibility is determined after an application is submitted by clients. Staff are seasonal or temporary. 272 LOW INCOME ENERGY ASSISTANCE PROGRAM &ADMINISTRATION (CONTINUED) 2100-42610 & 42620 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load (End of Program) 1,949 3,277 4,000 Efficiency Measures FTE's per 10,000/capita .31 .31 .29 Per capita cost (county support) 0 0 0 Effectiveness Measures (desired results) Determine eligibility within 45 days 100% 100% 100% Stay within allocations 100% 100% 100% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 273 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: SOCIAL SERVICES BUDGET UNIT TITLE AND NUMBER: General Assistance -- 2100-42700 DEPARTMENT DESCRIPTION: Temporary and emergency assistance for applicants for federal/state categorical assistance programs and help for some medical indigents. Totally funded by county. Expenditures from this program are not covered by TANF, OAP, AND, etc. 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 110,614 134,000 134,000 134,000 Contra Expense -750 -2,000 -2,000 -2,000 Capital 0 0 0 0 Gross County Cost $ 109,864 $ 132,000 $ 132,000 $ 132,000 Revenue 0 0 0 0 Net County Cost $ 109,864 $ 132,000 $ 132,000 $ 132,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The amount of funding for General Assistance is requested at the same level. The Department will monitor the usage of general assistance in CY2002 to identify if the usage of prescription drugs and County burial assistance will increase significantly. These increases may be a result of inadequacies in the State Medicaid system and general population growth. Below is a breakdown of the amounts requested. Dental $ 17,000 Vision 22,000 Shelter 40,000 Kind 5,000 Prescription 5,000 Burial 25,000 Shelter Care Mgt. 20,000 Refund - 2.000 Total $132,000 274 GENERAL ASSISTANCE (CONTINUED) 2100-42700 OBJECTIVES: Provide temporary, emergency assistance for applicants who are recipients of public assistance. Non-mandated and funded 100% by the county. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Case Load excluding shelter (Average) 75 75 75 Efficiency Measures Per capita cost (county support) .83 .83 .78 Effectiveness Measures (desired results) Remain within allocations 100% 100% 100% Shelter nights 2,900 2,900 2,900 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. Program 100% county funded. BOARD ACTION: 275 4*1:, Wilk COLORADO HEALTH FUND IF ii Revenue Changes cn co n co co Un ye CO ,-/$2,000,000 c+� 6f} rffl CD $1,500,000 c`o CO N N o :., 02002 o mcs1 vs c al 02001 $1,000,000 co n o CO c ro<< 'I - $500,000 .Sr tea $o Solid Waste Trfs Federal/State Miscellaneous General Fund Trfs Chg for Services Licenses & Permits Fund Balance ll 1 .� TOTAL: $5,471,735 (2001: $4,713,970) General Fund Trandsfer $1 ,787,789 32.7% Licenses & Permits $309,600 5.7% Solid Waste Transfer: Miscellaneous $762,263 13.9% $32,860 0.6% Charges for Services $510,830 9.3% Fund Balance $400,000 7.3% Federal/State $1 ,668,393 30.5% 277 HEALTH FUND 2002 Expenditures Expenditure Changes TOTAL: $5,071,735 (2001: $4,713,970) $3600.000 E2,63$ 6,220 Health Protection Sew $2.500.000 - $1,651,551 $1,822,392 35.9% X2002 E2.000.000 02001 -s- YM '1 1- .. ,. .,,.: .. Administration . .. .:; . .. f :. t! :: 1'. J J $135.0002.7% VIIIIPATI `—� :urrr,. A.e 0 SO 2 N Health PromotionA ° AAA, '^�J I a $475,582 9.4% ry ' E Community Health $2,638,761 52.0% x `s i N) '',..1 E co 8 E All Funds Expenditures Ten Year Trend Health Fund Expenditures and Local Taxes 100 / gotr- 80 He Ith 60 mean Fund 40 20 0 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 TEN YEAR TREND Cumulative Percent Increase: Health Subsidy 120 100 — e 80 — N o ❑Taxes 60 ®Health Subsidy Rai"' , _ , - .. ' _ ° . ; , t a a - � 20 ---- p. _ pN m 0 2" I I 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 PUBLIC HEALTH FUND SUMMARY The Weld County Department of Public Health and Environment's Fiscal Year 2002 Budget recommendation is$5,071,736. Revenue,including per capita allocation,is projected at$3,283,946 for FY 2002. Overall, this recommendation represents an increase in net county cost for FY 2002 of $121,100. The increase in net county cost is largely due to anticipated cost-of-living raises and higher health insurance costs ($184,303). Program evaluation and long-range strategic planning served as the foundation for budget preparation for FY 2002. Our goal remains to link Department budgeting to strategic goals and the evaluation of program effectiveness in achieving desired outcomes. The Administration Division of the Department continues to provide fiscal, personnel, and general administrative support to the other divisions. The Division also administers the Vital Statistics functions for Weld County. For FY 2002, the Administration Division is projecting a $35,137 increase in Personnel Services and an increase of 0.50 FTE. Of this increased amount, $27,495 is for salary and fringe benefits for the requested 0.50 FTE Health Planner position. The balance is due to the projected 4% cost of living salary increases. Purchased Services are projected to increase $36,443. Of this amount, $30,000 is requested for information services. This amount reflects the actual year 2000 expense of $221,430 plus an anticipated increase of $8,570 for installation of a new clinic software system. Increases of $1,000 in postage and a combined increase of $2,000 in printing and contracted services are based on increased mailings as the county's population continues to grow and for the production and distribution of an annual report to the community. An increase of$3,000 in phone services is also projected to include services to the new South County location and phone services for the requested new staff. The Administration Division is also projecting an increase in revenue of$15,000 for FY 2002 from the sale of certified copies of birth and death certificates. The Division of Public Health Nursing continues to provide preventive services to those who have no other access to health care and to those in outlying areas of the County. Division staff also performs communicable disease epidemiologic services and tuberculosis contact investigation and treatment. The Division's request for FY 2002 is $2,638,761. This represents an increase of $414,541 over FY 2001 budget. The increase is due to increases in Personnel Services ($277,153), Supplies ($38,472), and Purchased Services ($59,771). The Division's requested increase in personnel services is largely due to $230,561 in grant funded positions for the new Nurse Family Partnership Program. The projected cost of living increase accounts for the balance of the total increase in personnel services. The increase in supply costs of$38,472 from the FY 2001 budget is due largely to inflationary increases in supply costs coupled with the addition of grant covered expenses related to the Nurse Family Partnership(home visitation)Program.Growth in client numbers projected for FY 2002 was also considered in projecting supply costs. The increase in Purchased Services for FY 2002 will allow the Department to provide level transition funding for the Maternity Program while the United Way Promises for Children campaign identifies community solutions to the issue of historically poor early access to prenatal care. The remainder of the requested increase in Purchased Services results from required nurse home visitor training that is covered under the grant from CDPHE. The Nursing Division forecasts revenue increases of$340,401 for FY 2002. Most of this projected increase in revenue results from the Nurse Family Partnership grant ($331,969). Increased revenue will also result from Travel Clinic, Tuberculosis control,and higher Medicaid reimbursement for Prenatal Plus case management services. Despite a modest increase in Tuberculosis funding from CDPHE,the projected local treatment and contact investigation activities resulting from significant growth in suspected and confirmed tuberculosis cases are likely to exceed traditionally available resource allocations. The Nursing Division's 2002 request for budgeted positions represents a net increase of 4.09 FTE over the budget positions for FY 2001. This net change in positions reflects the added 5.0 FTE paid for by the Nurse Family Partnership grant from CDPHE, the transfer to Health Education of 0.5 FTE of Office Technician supportfor Cancer Outreach and other minor reductions in FTE commitments to various programs. 280 The Division's increase in net County cost results primarily from the proposed 4% cost of living salary increase for FY 2002. Growth in the County continues to increase demands for service from our Environmental Health Services Division. The Division's request for FY 2002 is $1,822,393. This represents an increase of $170,842 over FY 2001 Budget. The increase is due to increases in Personnel Services ($100,490), Supplies ($17,910), and Purchased Services ($59,222). Included in the $100,490 of increased expense to personnel services projected in FY 2002,the Division has requested 1.5 FTE over its budgeted positions for FY 2001. Of the new FTE, 1.0 FTE will be dedicated to advancing the goals of the Weld County Solid Waste Advisory Group. Their goals involve improving solid waste diversion and recycling options in the community; including the development of a green waste transfer station and construction and demolition debris options. The other 0.50 FTE will be dedicated to Food Inspection and activities in the Confined Animal Feeding Operation program. The request for these increases in FTE results from continued growth in the restaurant industry and the expansion of feeding operations in the county conflicting with continued urban growth. The Division has also requested $10,009 to create a third tier of Environmental Health Specialist positions and$2,586 for a Chemist II position. The tiered positions will improve employee retention and allow the Division to compete for staff with other Front Range Counties. Currently, Weld County is the only Front Range county without three tiers of Environmental Health Specialists. Tiered positions are also common practice within Weld County's payroll system. The remaining increase in Personnel Services can be accounted for in anticipated cost of living increases and increased insurance costs. The Division's Supplies request represents an increase of$17,730. This is primarily due to software (Decade) user fees ($8,500) and equipment ($3,300) for the Household Hazardous Waste sites. The Division's Purchased Services expenses are projected to increase in FY 2002 by $59,222. This is primarily accounted for by projected increases in disposal expenses ($30,000), building utility expenses ($13,394), and staff medical monitoring ($1,500) in the continually growing Household Hazardous Waste program. Also included in the increase are additional funds for the depreciation of vehicles ($11,000) and maintenance costs ($3,700)for laboratory equipment. As the result of recent grants received by the Division no capital is necessary for the laboratory. The only capital requested this year is $5,200 for a high volume filing cabinet for record storage. The Division anticipates generating $1,306,834 in revenue during 2002. Overall, this is a $95,734 increase from anticipated 2001 revenue. The Division anticipates a decrease in revenue in the Air Program contract with CDPHE and less revenue due to the issuance of fewer biosolid and septic permits. However, increased revenue is projected in the Food Inspection Program, Daycare contract, processing of laboratory samples (water), and from the solid waste fund. The Health Promotion section provides health assessment and planning to identify, develop and implement prevention programs that will improve the health of the citizens of Weld County. This section requests an additional 1.95 FTE of grant funded positions in the budget proposal for FY 2002. The request represents an increase in Personnel Services of$41,211. The additional FTE are made possible by expanded grant funds for Tobacco Control. Supplies costs are forecast to increase by$8,450 as a result of the increase in Tobacco Control programming, and the proposed purchase of a LCD projector to accommodate expanded internal and external use by all health department staff and other County departments. Purchased Services are projected to increase by $1,517 in 2002 due primarily to higher Abstinence Education expenses (ending June 2002), and increases in both the Fitness and HIV grants. Revenue is projected to increase for 2002 by $50,309 as a result of increased funding for Tobacco Control. The projected change in services for 2002 represents a net county cost increase of$7,074. One of the Department's major strategic goals is to identify and implement internet-based electronic government if it improves the efficiency of providing services or makes access more convenient for citizens. The Department remains committed to looking for more opportunities to offer the residents of Weld County easily accessible services seamlessly integrated with other departments and provided in a spirit of collaboration and shared ownership of issues and solutions with our communities. 281 PUBLIC HEALTH FUND SUMMARY OF REVENUE 2002 • ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND LICENSES&PERMITS 2560 41400 4210 LICENSES 46,000.00 56,000.00 56,000.00 2560 41400 4221 PERMITS 284,600.00 253,600.00 253,600.00 TOTAL LICENSES&PERMITS 330,600.00 309,600.00 309,600.00 INTERGOVERNMENTAL REVENUE 2530 41300 4321 MEDICAID 8,270.00 9,600.00 9,600.00 2530 99900 4321 MEDICAID 48,928.00 49,575.00 49,575.00 2530 41300 4322 MEDICARE 1,675.00 2,365.00 2,365.00 2500 41100 4340 GRANTS 218,036.00 253,257.00 253,257.00 2521 41210 4340 GRANTS 14,706.00 14,707.00 14,707.00 2534 41300 4340 GRANTS 3,500.00 1,428.00 1,428.00 2535 41300 4340 GRANTS 27,000.00 21,600.00 21,600.00 2539 41300 4340 GRANTS 64,280.00 72,600.00 72,600.00 2544 41300 4340 GRANTS 6,500.00 7,156.00 7,156.00 2564 41400 4340 GRANTS 50,000.00 45,500.00 45,500.00 2520 99900 4340 GRANTS 206,695.00 257,003.00 257,003.00 N 2530 99900 4340 GRANTS 577,109.00 851,631.00 851,631.00 00 2560 99900 4340 GRANTS 83,664.00 81,971.00 81,971.00 N 2500 41100 4356 COUNTIES 1,666,689.00 1,787,789.00 1,787,789.00 TOTAL INTERGOVERNMENTAL REVENUE 2,977,052.00 3,456,182.00 3,456,182.00 CHARGE FOR SERVICES 2500 41100 4410 CHARGE FOR SERVICES 120,000.00 135,000.00 135,000.00 2530 41300 4410 CHARGE FOR SERVICES 146,700.00 162,245.00 162,245.00 2534 41300 4410 CHARGE FOR SERVICES 1,500.00 1,150.00 1,150.00 2560 41400 4410 CHARGE FOR SERVICES 120,000.00 107,500.00 107,500.00 2530 99900 4410 CHARGE FOR SERVICES 75,845.00 104,935.00 104,935.00 TOTAL CHARGE FOR SERVICE 464,045.00 510,830.00 510,830.00 MISCELLANEOUS 2530 41300 4680 OTHER 17.00 350.00 350.00 2530 99900 4680 OTHER 650.00 1,440.00 1,440.00 2530 41300 4690 DONATIONS 60.00 2,605.00 2,605.00 2530 99900 4690 DONATIONS 14,710.00 28,465.00 28,465.00 TOTAL MISCELLANEOUS 15,437.00 32,860.00 32,860.00 TRANSFERS-IN 2560 712700 41300 TRANSFERS-IN 599,000.00 762,263.00 762,263.00 TOTAL PUBLIC HEALTH FUND 4,386,134.00 5,071,735.00 5,071,735.00 PUBLIC HEALTH FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2500 41100 ADMINISTRATION 120,000.00 135,000.00 135,000.00 2520 41210 GENERAL HEALTH EDUCATION 187,036.00 196,374.00 196,374.00 2521 41210 GENERAL HEALTH EDUCATION 16,128.00 15,951.00 15,951.00 2530 41300 NURSING 591,865.00 521,389.00 521,389.00 2534 41300 NURSING 9,235.00 7,417.00 7,417.00 2535 41300 NURSING 27,218.00 28,080.00 28,080.00 2539 41300 NURSING 113,102.00 125,621.00 125,621.00 2560 41400 ENVIROMENTAL 831,957.00 1,659,106.00 1,659,106.00 2564 41400 ENVIROMENTAL 81,232.00 68,525.00 68,525.00 2520 99900 UNALLOCATED GRANTS 215,035.00 263,257.00 263,257.00 2530 99900 UNALLOCATED GRANTS 1,482,800.00 1,956,255.00 1,956,255.00 2560 99900 UNALLOCATED GRANTS 111,526.00 94,760.00 94,760.00 N TOTAL PUBLIC HEALTH FUND 3,787,134.00 5,071,735.00 5,071,735.00 ao w BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: SUMMARY-- All Departments -- Fund 2500 DEPARTMENT DESCRIPTION: See individual units. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY_, NEXT FY NEXT FY Personnel Services $ 2,936,571 $ 3,256,445 $ 3,710,436 $ 3,710,436 Supplies 238,788 241,881 306,013 306,013 Purchased Services 844,901 892,274 1,049,227 1,049,227 Fixed Charges 490,408 545,641 602,110 602,110 Contra Expense -487,768 -545,371 -601,251 -601,251 Capital 54,392 23,100 5,200 5,200 Gross County Cost $ 4,077,292 $ 4,413,970 $ 5,071,735 $ 5,071,735 Revenue 4,347,015 2,747,281 3,283,946 3,283,946 Net County Cost $ -269,723 $ 1,666,689 $ 1,787,789 $ 1,787,789 Budget Positions 73.05 76.15 83.42 83.42 SUMMARY OF CHANGES: See individual budget units. OBJECTIVES: 1)To provide preventive health care services to the citizens of Weld County; 2) To monitor and protect the environment of Weld County; 3) To provide surveillance of and intervention in developing health problems within the population of Weld County;and 4)To develop programs that address the major public health issues within the county. 284 HEALTH FUND SUMMARY ALL DEPARTMENTS (CONTINUED) FUND 2500 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs See individual budget units Efficiency Measures FTE's per 10,000/capita 4.06 4.23 4.71 Per capita cost (county support) $8.32 $9.26 $9.93 Effectiveness Measures (desired results) See individual budget units. FINANCE/ADMINISTRATION RECOMMENDATION: See individual budget units. BOARD ACTION: See individual budget units. 285 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: Non-Program Revenue -- 2500-4110 DEPARTMENT DESCRIPTION: Non-program revenues from the State per capita health funds. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY! NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies Purchased Services Fixed Charges Capital Gross County Cost $ 0 $ 0 $ 0 $ 0 Revenue 215,440 218,036 253,257 253,257 Net County Cost $ -215,440 $ -218,036 $ -253,257 $ -253,257 Budget Positions -- -- -- -- SUMMARY OF CHANGES: This increase of $35,221 from the Colorado Department of Public Health and Environment is based on the actual contracted amount for the time period July 1,2001 through June 30, 2002. The State has not yet projected the amounts for the period 2002/2003. OBJECTIVES: 1) To provide preventive health care services to the citizens of Weld County; 2) To monitor and protect the environment of Weld County; 3) To provide surveillance of and intervention in developing health problems within the population of Weld County; 4) To develop programs that address the major public health issues within the county. 286 HEALTH DEPARTMENT NON-PROGRAM REVENUE (CONTINUED) 2500-4110 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs See individual budget units Efficiency Measures Per capita cost (county support) ($1.20) ($1.36) ($1.41) Effectiveness Measures (desired results) See individual budget units FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 287 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: Administration -- 2500-41100 DEPARTMENT DESCRIPTION: Overall administration of Department of Public Health and Environment, including personnel, fiscal management, data and records management, procurement and facilities management. The Director is the official registrar of vital statistics for Weld County. Records of births and deaths which occur in Weld County are kept and certified copies are available upon request from the deputy registrar. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY ! CURRENT FY NEXT FY NEXT FY Personnel Services $ 283,232 $ 331,589 $ 366,726 $ 366,726 Supplies 4,567 15,350 14,650 14,650 Purchased Services 323,995 318,332 354,775 354,775 Fixed Charges 88 100 100 100 Contra Expense -487,768 -545,371 -601,251 -601,251 Capital 0 0 0 0 Gross County Cost $ 124,114 $ 120,000 $ 135,000 $ 135,000 Revenue 1,663,146 120,000 135,000 135,000 Net County Cost $ -1,539,032 $ 0 $ 0 $ 0 Budget Positions 7 7 7.5 7.5 SUMMARY OF CHANGES: Approximately$27,495 of the$35,137 increase in Personnel Services is for the requested .50 FTE Health Planner position. The balance is due to the projected 4%cost- of-living salary increases. The decrease in Supplies is based on actual expenditures for FY2000. Of the $36,443 increase in Purchased Services, $30,000 is requested for information services. This increased amount reflects the actual year 2000 expense of $221,430 plus an anticipated increase of$8,570 for installation of a new clinic software system. Increases of$1,000 for postage and $3,000 for phone services are due to increased mailings as the county population continues to grow and for phone services at the new South County location. The contracted services and printing/duplication line items reflect a combined increase of $2,000 for the production and distribution of an annual report. The $15,000 increase in revenue is based on year 2000 actual receipts of$124,000 from the sale of certified copies of birth and death certificates. OBJECTIVES: 1) Issue birth and death certificates; 2) Provide fiscal, personnel and general management support to Environmental Protection, Community Health Services and Health Promotion. 288 HEALTH ADMINISTRATION (CONTINUED) 2500-41100 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Issuance of Birth and Death Certificates 14,153 15,500 16,500 Efficiency Measures FTE's per 10,000/capita .438 ..438 .417 Per capita cost (county support) 0 0 0 Effectiveness Measures (desired results) Increase number of certified copies of birth and death records issued from our Department. FINANCE/ADMINISTRATION RECOMMENDATION: The .5 FTE Health Planner position at a cost of$27,495 is a policy issue for the Board. Currently the department has a very limited ability to manage and interpret Weld-specific health data and make program or policy recommendations to the Commissioners or public and private sector partners. Boulder County, Tri-County, and Jefferson County all have Health Planners. Larimer County, and other counties, have dedicated Environmental Planners. The function of this position aligns well with Weld County's strategic plan to move away from being the direct provider of many health related services and into a role of facilitator and convener of community solutions. A part-time Health Planner would allow the department to provide up-to-date epidemiologic data in summary format to public and private agencies in Weld County to use in service planning and evaluation. Funds totaling $27,495 are included in the recommended budget. Policy issue. All other items requested are justified and recommended. BOARD ACTION: 289 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: Health Promotion -- 2520-41210 DEPARTMENT DESCRIPTION: Provides community organizational and educational services in the areas of adolescent pregnancy prevention, injury prevention, chronic and communicable disease prevention. The Health Promotion Division also conducts community needs assessments in Weld County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 181,942 $ 236,055 $ 277,266 $ 277,266 Supplies 7,042 14,850 23,300 23,300 Purchased Services 65,110 122,970 124,487 124,487 Fixed Charges 35,436 44,324 50,529 50,529 Capital 1,697 0 0 0 Gross County Cost $ 291,227 $ 418,199 $ 475,582 $ 475,582 Revenue 161,658 221,401 271,710 271,710 Net County Cost $ 129,569 $ 196,798 $ 203,872 $ 203,872 Budget Positions 4.30 6.05 7.98 7.98 SUMMARY OF CHANGES: Additional FTE of 1.95 represents an increase of $41,211 in personnel of grant funded positions for the Tobacco Project and CWCCI. The Abstinence Grant will end June 1, 2002. The 1.0 FTE from this program are included in Health Promotion FTE count but expenses and funding have not been budgeted for FY2002 as the program will use carryover funding from 2001. Supplies will increase$8,450 due to expanded activity in the Tobacco Program and the purchase of a new LCD projector and a color printer. Purchased services will increase $1,517 to provide abstinence education. Revenue is projected to increase by $50,309 from increased Tobacco funding. The projected change in services represents an increase in net county cost of$7,074. OBJECTIVES: 1)Identify,access and implement health promotion/disease prevention programs and activities that will improve the health of the citizens of Weld County as determined by data tracking, health needs assessment,and resource availability;2)Reduce teen pregnancy and other youth risk-taking behavior through implementation of community-based programs promoting the assets for youth and strengthening family skills; and 3) Increase access to Health Department and other support services through increased collaboration and cooperation with other community agencies and organizations. 4) Increase WCDPHE ability to perform effective health promotion/education activities through technical support and training for department staff. 290 HEALTH PROMOTION (CONTINUED) 2500-41210 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Number of people attending Health 8075 att 10,000 10,000 Education activities. 14418 enc. # Ed Materials Distributed in addition to 28,556 0 30,000 activities Efficiency Measures FTE's per 10,000/capita .58 .58 .44 Per capita cost (county support) 1.23 1.23 1.13 Effectiveness Measures (desired results) Reduction in teen birth rate for 10-17yr 19.2/1000 14.5/1000 19/1000 Maintain/reduce number of traffic fatalities 52 deaths 46 deaths Under 60 with increased number of cars in Weld Co Issues: Resources: Identify Weld County citizens' priority health Tobacco TS funds; issues and local/state and national use; teen WeCan resources available to address these pregnancy Action Group issues. FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. New positions are grant funded. Net county cost increase is for salary adjustment. BOARD ACTION: 291 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: Community Health Services -- 2500-41300 DEPARTMENT DESCRIPTION: Holds clinics for immunizations, family planning, international travel health, and tuberculosis. Provides immunizations; screening, counseling, communicable disease surveillance, containment, treatment, and teaching. Home visits for health promotion, evaluation, health assessment; and community activities. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 1,458,980 $ 1,559,048 $ 1,836,201 $ 1,836,201 Supplies 134,264 142,387 180,859 180,859 Purchased Services 240,484 230,156 289,927 289,927 Fixed Charges 268,845 290,429 331,774 331,774 Capital 10,144 2,200 0 0 Gross County Cost $ 2,112,717 $ 2,224,220 $ 2,638,761 $ 2,638,761 Revenue 1,003,647 976,744 1,317,145 1,317,145 Net County Cost $ 1,109,070 $ 1,247,476 $ 1,321,616 $ 1,321,616 Budget Positions 38.00 38.35 42.44 42.44 SUMMARY OF CHANGES: A gain of 4.09 FTE from the FY2001 budget is attributed to the newly implemented Nurse Family Partnership Program. Of the $277,153 increase, approximately $230,561 is for staff for this grant funded program. The balance is the 4% cost of living increase in salaries. Cost for supplies increased by$38,472. This is due to the addition of the Nurse Family Partnership program, increased prices for vaccines/medical supplies, and increased service utilization by the public.The increase of$59,771 in purchased services reflects the required training for the Nurse Family Partnership staff, level funding for the Maternity Program, and greater demand for consultation, lab, and diagnostic services. Request reflects an increase of$41,345 in overhead for administration services. From the Nurse Family Partnership grant, increased fees for international travel, and expanded medicaid reimbursement account for the additional revenue of$340,401. 292 COMMUNITY HEALTH SERVICES (CONTINUED) 2500-41300 OBJECTIVES: 1) To provide preventive and protective health services to the citizens of Weld County. 2) Continue program evaluation and on-going analysis of cost effective methods of providing health services. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs 16,207 18,300 18,500 Efficiency Measures FTE's per 10,000/capita 2.18 2.4 2.3 Per capita cost (county support) $6.16 $7.80 $7.34 Immunizations given 17,730 16,899 18,000 Children's Health 302 900 350 Family Services 5,312 5,925 6,045 Effectiveness Measures (desired results) Fewer unintended pregnancies Increased access to prenatal care in the first trimester Evaluate barriers to accessing health care Ensure provision of immunizations according to the state law FINANCE/ADMINISTRATION RECOMMENDATION:The budget includes the restructuring of the pay grades for the Community Health Nurse(CHN) classifications by creating a new classification of CHN III at pay grade 37 , and setting the current classification of CHN II at pay grade 35. Initial cost impact is$1,441, long term has potential savings to the county. The purpose is to provide an additional tier for professional nursing positions requiring greater skill sets or involvement in managing regional programs. This should help with retention and fits what other county health department are doing. Additional positions are all grant funded. Recommend approval. BOARD ACTION: 293 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT BUDGET UNIT TITLE AND NUMBER: Environmental Health Services -- 2560-41400 DEPARTMENT DESCRIPTION: Serves to improve the quality of life for all county residents by requiring safe, healthful, and comfortable living and working conditions and by striving to enhance the individual's total environmental well-being. Services include technical assistance and consultation, monitoring and sampling, inspection and enforcement, education and planning activities. The laboratory purpose is the prevention and control of communicable diseases and the epidemiological study of disease. ACTUAL BUDGETED ! REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 1,012,417 $ 1,129,753 $ 1,230,243 $ 1,230,243 Supplies 92,915 69,294 87,204 87,204 Purchased Services 215,312 220,816 280,038 280,038 Fixed Charges 186,039 210,788 219,708 219,708 Capital 42,551 20,900 5,200 5,200 Gross County Cost $ 1,549,234 $ 1,651,551 $ 1,822,393 $ 1,822,393 Revenue 1,303,124 1,211,100 1,306,834 1,306,834 Net County Cost $ 246,110 $ 440,451 $ 515,559 $ 515,559 Budget Positions 23.75 24.75 25.50 25.50 SUMMARY OF CHANGES: The Division is requesting 1.5 FTE. One FTE ( $18,458) will work exclusively in recycling and solid waste outreach to provide increased recycling and waste diversion options to the citizens of the County. This position will fill a similar role as the temporary .75 staff person that was funded the previous two budget cycles. The other .5 FTE ($22,300) is requested due to the continued growth of the restaurant industry and increasing complaints and involvement with confined animal feeding operations. The Division is also requesting to create a third tier of Environmental Health Specialists($10,009)and upgrade a Chemical Specialist position ($2,586). Other increases to the Personnel Services result from anticipation of a 4% cost of living raise and increased insurance costs. The Division is requesting $87,024 for supplies in 2002. This is an increase of$17,730 from the 2001 request. The increase is due to: Software (Decade) user fees ($8,500), additional supplies for the new Health Education Specialist position ($3,150), a hydraulic lift gate and antifreeze tank for the Household Hazardous Waste program ($3,300), and funding ($1,634)for additional outreach (newsletter) for the food program. 294 ENVIRONMENTAL HEALTH SERVICES (CONTINUED) 2500-41400 The Division's request for services is approximately$60,000 more than our 2001 request. This is due primarily to requests for the Household Hazardous Waste program. These include:Anticipated increased disposal costs ($30,000), increased utility costs ($13,394) at the sites, and medical testing for staff($1,500). Other changes in services are: Increased funds for new outreach position ($6,000), depreciation of vehicles ($11,000), and funding for maintenance of DI system ($1,200) and autoclave ($2,500).The Division's fixed charges have increased by approximately $17,000. This increase is due to the increased cost of overhead.The Division's request of$5,200 for capital is much less than previous years. This request is for a high volume filing cabinet. The Division anticipates generating$1,306,834 in revenue during 2002. This is a$95,734 increase over our 2001 anticipated revenue. The Division anticipates reduced revenues through the Division's contract with the Air Pollution Control Division of the Colorado Department of Pubic Health and Environment, Septic and Biosolids permits, and due to the loss of a laboratory contract with North Colorado Medical Center. However,the Division expects increased revenues from the food program, daycare contract, HHW , and processing of laboratory (water) samples. OBJECTIVES: 1)To minimize the risk and rate of transmission of communicable diseases in Weld County; 2) To minimize the environmental impacts from waste disposal and work to provide recycling and waste diversion opportunities; 3)To protect water quality;4)To maintain and improve our level of service in response to growth in the County by optimizing technology and efficiency; 5)To be prepared and effectively respond to environmental and public health emergencies; 6)To protect air quality in Weld County; 7) To work cooperatively with the public through outreach and education to reduce negative environmental impacts; 8)To minimize rural-urban conflicts through environmental planning, communication, and service; 9) To maintain and expand community partnerships to maximize resources for solutions to public health issues; 10) To effectively communicate internally and externally to provide optimum service to our clients. 295 ENVIRONMENTAL HEALTH SERVICES (CONTINUED) 2500-41400 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Field Activities (inspection, complaints, 8,550 8,700 8,900 investigations, etc.) Efficiency Measures FTE's per 10,000/capita 1.48 1.54 1.42 Per capita cost (county support) $1.36 $2.45 $2.86 Effectiveness Measures (desired results)* Fewer illnesses from communicable diseases Minimized environmental impacts from waste disposal and waste facilities. Improved water quality. Improved efficiency and use of technology. Effective response to environmental or public health emergencies. Improved air quality. Fewer environmental impacts. Minimized rural-urban conflicts. Expanded community partnerships that results in improved resources for solutions to public health issues. Improved service to external and internal customers. *Also, please see Objective Tracking Statement. 296 ENVIRONMENTAL HEALTH SERVICES (CONTINUED) 2500-41400 FINANCE/ADMINISTRATION RECOMMENDATION:The budget includes the following Personnel items that are recommended: 1. An additional .5 FTE Environmental Health Specialist II (EHS II) position for confined feeding operations(CAFO)activities and retail food program is recommended. Continued growth development in the county has resulted in the increase in the number of food establishments and CAFO complaints. In 1998 there were 511 food establishments to inspect, 638 in 2000, and approaching 700 by 2002. As more subdivisions move into rural areas the number of CAFO complaints grows accordingly. Workload appears to justify the .5 FTE ($22,330). Position costs are partly offset by added revenue. 2. Converting .75 FTE Health Education Specialist from temporary to full-time has been requested ($18,458). Board has indicated in work sessions that they want to continue efforts to educate the public about recycling to reduce the waste going into landfills. This program is funded by the Solid Waste Fund ($82,093). Policy issue. 3. Restructure the Environmental Health Specialist (EHS) classification series to add an additional tier for professional growth and to be more competitive in the labor market by adding an EHS III at grade 37 ($4,765) and reducing EHS II to grade 35 ($5,244). The budget cost is the worst case if everyone was promoted that was eligible. Currently EHS positions are under filled and salary savings is accruing. Recommend implementation for internal and external pay equity for the profession. 4. It is recommended that the Chemist position be upgraded to pay grade 37 ($2,586). Brings the position into better internal and external pay alignment based upon salary surveys and duties assigned. All other line item funding levels are recommended. BOARD ACTION: 297 istr, WIDc COLORADO 298 J 'I HUMAN RESOURCES FUND TEN YEAR TREND Cumulative Percent Increase: Human Services 300 - 250 - 200 ___Thri r__..."N _ l0 ' 150 ❑Taxes base ®Human Services 27 x 1004.4 4444 - - - c a - - _ 50 I-- : w 2IIM '4-222 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 HUMAN SERVICES FUND SUMMARY The Human Services Fund for 2002 is projected to increase by$971,800, or 10.55%, for a total of $10,182,149. 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 2002 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 2002 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 $1,200,000 for 2002. In addition, the Job Service contract will be for $550,000. Temporary Assistance to Needy Families (TANF) is funded at $365,000, primarily for training of TANF clients. The Welfare to Work Grant remains the same at $250,000 for 2002. The Human Services Fund is totally funded through state and federal programs with the exception of the 25% local match for the Aging Program, which amounts to $12,351. All Human Services indirect costs are included in the 2002 budget. Other programs of the Human Services Fund remain relatively stable programmatically with the following 2002 funding levels: Transportation $ 125,000 Supplemental Foods 1,130,000 Area Agency on Aging 950,000 Senior Nutrition 365,000 CSBG 250,000 In the above programs, Weld County must continue to be responsive and reactive to federal and state administrative and budget changes in 2002. The budget includes funding for Head Start programs totaling $2,582,000, with an additional $2,200,000 for Migrant Head Start. The Pre-School Program is funded at $227,500, and all the educational programs total $5,009,500, up $725,000. 300 HUMAN SERVICES FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND INTERGOVERNMENTAL REVENUE 2611 60000 4314 USDA 115,000.00 115,000.00 115,000.00 261495 60000 4314 USDA 40,000.00 40,000.00 40,000.00 2653 60000 4314 USDA 50,000.00 50,000.00 50,000.00 2654 60000 4314 USDA 10,000.00 10,000.00 10,000.00 267695 60000 4314 USDA 175,000.00 180,000.00 180,000.00 2611 60000 4320 FEDERAL GRANTS 2,069,000.00 2,456,000.00 2,456,000.00 261495 60000 4320 FEDERAL GRANTS 1,802,000.00 2,140,000.00 2,140,000.00 262695 60000 4320 FEDERAL GRANTS 450,000.00 550,000.00 550,000.00 2627 60000 4320 FEDERAL GRANTS 15,000.00 17,000.00 17,000.00 2633 60000 4320 FEDERAL GRANTS 205,000.00 250,000.00 250,000.00 2635 60000 4320 FEDERAL GRANTS 76,000.00 66,000.00 66,000.00 2636 60000 4320 FEDERAL GRANTS 250,000.00 170,000.00 170,000.00 2637 60000 4320 FEDERAL GRANTS 250,000.00 210,000.00 210,000.00 2641 60000 4320 FEDERAL GRANTS 20,000.00 30,000.00 30,000.00 2643 60000 4320 FEDERAL GRANTS 200,000.00 200,000.00 200,000.00 2651 60000 4320 FEDERAL GRANTS 35,649.00 37,649.00 37,649.00 W 0 2652 60000 4320 FEDERAL GRANTS 196,000.00 196,000.00 196,000.00 i- 2653 60000 4320 FEDERAL GRANTS 170,000.00 193,000.00 193,000.00 2654 60000 4320 FEDERAL GRANTS 29,000.00 29,000.00 29,000.00 2656 60000 4320 FEDERAL GRANTS 15,000.00 23,000.00 23,000.00 2657 60000 4320 FEDERAL GRANTS 2,500.00 2,500.00 2,500.00 2658 60000 4320 FEDERAL GRANTS 2,000.00 2,500.00 2,500.00 2662 60000 4320 FEDERAL GRANTS 65,000.00 70,000.00 70,000.00 267895 60000 4320 FEDERAL GRANTS 210,000.00 250,000.00 250,000.00 2672 60000 4321 MEDICAID 55,000.00 55,000.00 55,000.00 267695 60000 4324 VALUE OF INVENTORY 900,000.00 950,000.00 950,000.00 262995 60000 4340 GRANTS 167,000.00 167,000.00 167,000.00 2630 60000 4340 GRANTS 55,000.00 55,000.00 55,000.00 2632 60000 4340 GRANTS 253,000.00 345,000.00 345,000.00 2646 60000 4340 GRANTS 105,000.00 107,000.00 107,000.00 265995 60000 4340 GRANTS 420,000.00 425,000.00 425,000.00 2671 60000 4340 GRANTS 185,000.00 180,000.00 180,000.00 TOTAL INTERGOVERNMENTAL REVENUE 8,592,149.00 9,571,649.00 9,571,649.00 CHARGE FOR SERVICES 2611 60000 4410 CHARGE FOR SERVICES 10,000.00 10,000.00 10,000.00 2617 60000 4410 CHARGE FOR SERVICES 227,500.00 227,500.00 227,500.00 2620 60000 4410 CHARGE FOR SERVICES 11,700.00 0.00 0.00 262995 60000 4410 CHARGE FOR SERVICES 10,000.00 10,000.00 10,000.00 2632 60000 4410 CHARGE FOR SERVICES 20,000.00 20,000.00 20,000.00 2645 60000 4410 CHARGE FOR SERVICES 155,000.00 155,000.00 155,000.00 2646 60000 4410 CHARGE FOR SERVICES 13,000.00 13,000.00 13,000.00 2654 60000 4410 CHARGE FOR SERVICES 12,000.00 12,000.00 12,000.00 2669 60000 4410 CHARGE FOR SERVICES 16,000.00 20,000.00 20,000.00 TOTAL CHARGE FOR SERVICE 475,200.00 467,500.00 467,500.00 MISCELLANEOUS 261495 60000 4680 OTHER 20,000.00 20,000.00 20,000.00 2611 60000 4690 DONATIONS 1,000.00 1,000.00 1,000.00 2653 60000 4690 DONATIONS 122,000.00 122,000.00 122,000.00 TOTAL MISCELLANEOUS 143,000.00 143,000.00 143,000.00 TOTAL HUMAN SERVICES FUND 9,210,349.00 10,182,149.00 10,182,149.00 Ls.) 0 Ni HUMAN SERVICES FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND , 2611 60000 HUMAN SERVICES 2,195,000.00 2,582,000.00 2,582,000.00 261495 60000 HUMAN SERVICES 1,862,000.00 2,200,000.00 2,200,000.00 2617 60000 HUMAN SERVICES 227,500.00 227,500.00 227,500.00 2620 60000 HUMAN SERVICES 11,700.00 0.00 0.00 262695 60000 HUMAN SERVICES 450,000.00 550,000.00 550,000.00 2627 60000 HUMAN SERVICES 15,000.00 17,000.00 17,000.00 262995 60000 HUMAN SERVICES 177,000.00 177,000.00 177,000.00 2630 60000 HUMAN SERVICES 55,000.00 55,000.00 55,000.00 2632 60000 HUMAN SERVICES 273,000.00 365,000.00 365,000.00 2633 60000 HUMAN SERVICES 205,000.00 250,000.00 250,000.00 2635 60000 HUMAN SERVICES 76,000.00 66,000.00 66,000.00 2636 60000 HUMAN SERVICES 250,000.00 170,000.00 170,000.00 u' 2637 60000 HUMAN SERVICES 250,000.00 210,000.00 210,000.00 0 w 2641 60000 HUMAN SERVICES 20,000.00 30,000.00 30,000.00 2643 60000 HUMAN SERVICES 200,000.00 200,000.00 200,000.00 2645 60000 HUMAN SERVICES 155,000.00 155,000.00 155,000.00 2646 60000 HUMAN SERVICES 118,000.00 120,000.00 120,000.00 2651 60000 HUMAN SERVICES 35,649.00 37,649.00 37,649.00 2652 60000 HUMAN SERVICES 196,000.00 196,000.00 196,000.00 2653 60000 HUMAN SERVICES 342,000.00 365,000.00 365,000.00 2654 60000 HUMAN SERVICES 51,000.00 51,000.00 51,000.00 2656 60000 HUMAN SERVICES 15,000.00 23,000.00 23,000.00 2657 60000 HUMAN SERVICES 2,500.00 2,500.00 2,500.00 2658 60000 HUMAN SERVICES 2,000.00 2,500.00 2,500.00 265995 60000 HUMAN SERVICES 420,000.00 425,000.00 425,000.00 2662 60000 HUMAN SERVICES 65,000.00 70,000.00 70,000.00 2669 60000 HUMAN SERVICES 16,000.00 20,000.00 20,000.00 2671 60000 HUMAN SERVICES 185,000.00 180,000.00 180,000.00 2672 60000 HUMAN SERVICES 55,000.00 55,000.00 55,000.00 267695 60000 HUMAN SERVICES 1,075,000.00 1,130,000.00 1,130,000.00 267895 60000 HUMAN SERVICES 210,000.00 250,000.00 250,000.00 TOTAL HUMAN SERVICES FUND 9,210,349.00 10,182,149.00 10,182,149.00 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 FY NEXT FY NEXT FY Personnel Services $ 1,049,252 $ 1,200,000 $ 1,300,000 $ 1,300,000 Supplies 61,459 95,000 75,000 75,000 Purchased Services 1,026,260 900,000 1,200,000 1,200,000 Fixed Charges 4,074 0 7,000 7,000 Capital 0 0 0 0 Gross County Cost $ 2,141,045 $ 2,195,000 $ 2,582,000 $ 2,582,000 Revenue 2,141,045 2,195,000 2,582,000 2,582,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant has increased due to federal legislation expanding Head Start programs. OBJECTIVES: 1)Administer program in accordance with DHHS rules and regulations; and 2) Provide services to eligible clients as specified in the Head Start plan approved by the Board. 304 HEAD START PROGRAM (CONTINUED) 60000 - 2611 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 537 517 517 Efficiency Measures Per capita cost $11.83 $12.13 $14.27 Per capita cost (County support) In kind $ .16 $ .41 $ .47 Effectiveness Measures (desired results) Maintain full case load slots 517 517 517 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 305 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 FY; NEXT FY NEXT FY Personnel Services $ 741,541 $ 950,000 $ 1,000,000 $ 1,000,000 Supplies 21,521 100,000 100,000 100,000 Purchased Services 646,907 800,000 997,000 997,000 Fixed Charges 2,566 12,000 3,000 3,000 Capital 102,806 0 100,000 100,000 Gross County Cost $ 1,515,341 $ 1,862,000 $ 2,200,000 $ 2,200,000 Revenue 1,515,341 1,862,000 2,200,000 2,200,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Grant has increased due to federal legislation expanding Migrant Head Start. 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. 306 MIGRANT HEAD START (CONTINUED) 60000 - 2614 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 99 150 250 Efficiency Measures Per capita cost $8.37 $10.29 $12.16 Per capita cost (County Support) In kind $ .13 $ .21 $ .24 Effectiveness Measures (desired results) Maintain performance standards Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 307 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 Pt' ! CURRENT FY NEXT FY NEXT FY Personnel Services $ 69,374 $ 125,000 $ 125,000 $ 125,000 Supplies 632 2,500 2,500 2,500 Purchased Services 66,288 100,000 100,000 100,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 136,294 $ 227,500 $ 227,500 $ 227,500 Revenue 136,294 227,500 227,500 227,500 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: Provide preschool services to school district requesting the services. 308 PRESCHOOL FUND (CONTINUED) 60000 - 2617 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 79 75 75 Efficiency Measures Per capita cost $ .75 $1.26 $1.26 Effectiveness Measures (desired results) Full slots maintained 75 75 75 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 309 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Job Service (Wagner/Peyser)—60000 - 2626 DEPARTMENT DESCRIPTION: Administer all Job Service activities to the residents of Weld County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY ! NEXT FY NEXT FY Personnel Services $ 332,566 $ 275,000 $ 400,000 $ 400,000 Supplies 1,947 5,000 3,000 3,000 Purchased Services 72,454 170,000 147,000 147,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 406,967 $ 450,000 $ 550,000 $ 550,000 Revenue 406,967 450,000 550,000 550,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: New formula at state level has increased Weld County's funding by $100,000. 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. 310 JOB SERVICE (WAGNER/PEYSER) (CONTINUED) 60000 - 2626 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 8,230 8,000 8,000 Efficiency Measures Per capita cost $2.25 $2.48 $3.04 Effectiveness Measures (desired results) Job placements 2,268 2500 2,500 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 311 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 FY NEXT FY NEXT FY Personnel Services $ 10,548 $ 10,000 $ 12,000 $ 12,000 Supplies 174 1,000 1,000 1,000 Purchased Services 2,278 4,000 4,000 4,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 13,000 $ 15,000 $ 17,000 $ 17,000 Revenue 13,000 15,000 17,000 17,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program has a $2,000 increase in funding. 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. 312 SUMMER JOB HUNT (CONTINUED) 60000 - 2627 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 1,153 1,200 1,200 Efficiency Measures Per capita cost $ .07 $ .08 $ .09 Effectiveness Measures (desired results) Obtained employments 371 400 400 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 FY NEXT FY NEXT FY Personnel Services $ 88,607 $ 100,000 $ 100,000 $ 100,000 Supplies 11,809 32,000 12,000 12,000 Purchased Services 62,905 45,000 65,000 65,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0_ Gross County Cost $ 163,321 $ 177,000 $ 177,000 $ 177,000 Revenue/Transfers In 163,321 177,000 177,000 177,000 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 Employment First plan approved by the Board. 314 EMPLOYMENT FIRST (CONTINUED) 60000 - 2629 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 729 935 950 Efficiency Measures Per capita cost $ .90 $ .98 $ .98 Effectiveness Measures (desired results) Clients placed in FT employment 225 252 285 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 315 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Youth Crime Prevention Intervention -- 60000 - 2630 DEPARTMENT DESCRIPTION: Employment and training for hi-risk out of school youth . ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 10,911 $ 30,000 $ 20,000 $ 20,000 Supplies 57 1,000 1,000 1,000 Purchased Services 43,051 24,000 34,000 34,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 54,019 $ 55,000 $ 55,000 $ 55,000 Revenue 54,019 55,000 55,000 55,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: Provide employment and training for at-risk youth. 316 YOUTH CRIME PREVENTION INTERVENTION (CONTINUED) 60000 - 2630 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Youth served 131 150 60 Efficiency Measures Per capita cost $ .30 $ .30 $ .30 Effectiveness Measures (desired results) Participants receiving GED's 47 35 20 Participants entering employment 52 46 30 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 317 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 FY ! NEXT FY NEXT FY Personnel Services $ 204,426 $ 150,000 $ 210,000 $ 210,000 Supplies 979 3,000 1,000 1,000 Purchased Services 180,800 120,000 154,000 154,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 386,205 $ 273,000 $ 365,000 $ 365,000 Revenue 386,205 273,000 365,000 365,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Program increased by $92,000 for 2002. OBJECTIVES: Provide employment services to TANF clients. 318 TEMPORARY ASSISTANCE TO NEEDY FAMILIES (CONTINUED) 60000-2632 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 391 390 380 Efficiency Measures Per capita cost (county support) $2.13 $1.51 $2.02 Effectiveness Measures (desired results) Meet Federal Participation rates Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 319 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 FY NEXT FY NEXT FY Personnel Services $ 39,115 $ 100,000 $ 100,000 $ 100,000 Supplies 789 5,000 5,000 5,000 Purchased Services 99,800 100,000 145,000 145,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 139,704 $ 205,000 $ 250,000 $ 250,000 Revenue 139,704 205,000 250,000 250,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Increase of$45,000 for contract services. OBJECTIVES: To keep clients off of public assistance and employed. 320 WELFARE TO WORK (CONTINUED) 60000 - 2633 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 110 135 130 Efficiency Measures Per capita cost $ .77 $1.13 $1.38 Effectiveness Measures (desired results) Meet job entry rate Yes Yes Yes FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 321 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 FY NEXT FY NEXT FY Personnel Services $ 19,636 $ 50,000 $ 50,000 $ 50,000 Supplies 59 1,000 1,000 1,000 Purchased Services 3,688 25,000 15,000 15,000 OFixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 23,383 $ 76,000 $ 66,000 $ 66,000 Revenue 23,383 76,000 66,000 66,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Decrease of$10,000 in program funding. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 111 129 120 Efficiency Measures Per capita cost $ .13 $.42 $.37 Effectiveness Measures (desired results) Positive terminations 51 109 100 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 322 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 will replaced the JTPA adult program on July 1, 2000. This program provides employment and training for eligible adults. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 54,570 $ 120,000 $ 110,000 $ 110,000 Supplies 1,045 5,000 3,000 3,000 Purchased Services 23,637 125,000 57,000 57,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 79,252 $ 250,000 $ 170,000 $ 170,000 Revenue 79,252 250,000 170,000 170,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Decrease of$80,000 in program funding. OBJECTIVES: Provide eligible adults with core services to attain employment. 323 WORKFORCE INVESTMENT ACT ADULT PROGRAM (CONTINUED) 60000-2636 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 111 129 120 Efficiency Measures Per capita cost $ .44 $1.38 $ .94 Effectiveness Measures (desired results) Positive terminations 51 109 100 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 324 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 replaces JTPA youth programs on July 1, 2000. This program provides employment and training programs for in-school and out-of-school youth. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY ! CURRENT FY NEXT FY NEXT FY Personnel Services $ 68,214 $ 170,000 $ 175,000 $ 175,000 Supplies 347 5,000 1,000 1,000 Purchased Services 8,862 75,000 34,000 34,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 77,423 $ 250,000 $ 210,000 $ 210,000 Revenue 77,423 250,000 210,000 210,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Decrease of$40,000 in grant funding. OBJECTIVES: To provide core services to eligible youth. 325 WORKFORCE INVESTMENT ACT YOUTH PROGRAM (CONTINUED) 60000 -2637 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Youth served 69 90 85 Efficiency Measures Per capita cost $ .43 $1.38 $1.16 Effectiveness Measures (desired results) Terminations 10 66 60 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 326 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Workforce Investment Act BUDGET UNIT TITLE AND NUMBER: Statewide Activities Grant- - 60000-2640 DEPARTMENT DESCRIPTION: These funds are incentive grants based on performance of the WIA programs and are used for staff training and administration. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 6,640 $ 0 $ 10,000 $ 10,000 Supplies 0 0 0 0 Purchased Services 12,778 20,000 20,000 20,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 19,418 $ 20,000 $ 30,000 $ 30,000 Revenue 19,418 20,000 30,000 30,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Increase of$10,000 for personnel services in program. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients Served 111 129 120 Efficiency Measures Per capita cost $ .11 $.11 $.17 Effectiveness Measures (desired results) Positive terminations 51 109 100 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval BOARD ACTION: 327 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 replaced the JTPA Dislocated Worker Program on July 1, 2000. This program provides retraining for laid off clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT Pt NEXT Pt NEXT FY Personnel Services $ 42,082 $ 100,000 $ 100,000 $ 100,000 Supplies 0 10,000 10,000 10,000 Purchased Services 30,092 90,000 90,000 90,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 72,174 $ 200,000 $ 200,000 $ 200,000 Revenue 72,174 200,000 200,000 200,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: Provide retraining for eligible laid off clients. 328 WORKFORCE INVESTMENT ACT DISLOCATED WORKER PROGRAM (CONTINUED) 60000-2643 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 84 85 80 Efficiency Measures Per capita cost $ .40 $1.11 $1.11 Effectiveness Measures(desired results) Positive terminations 42 68 62 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 329 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 Educational Lab. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY'' NEXT FY NEXT FY Personnel Services $ 91,728 $ 100,000 $ 100,000 $ 100,000 Supplies 9,944 25,000 25,000 25,000 Purchased Services 23,409 30,000 30,000 30,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 125,081 $ 155,000 $ 155,000 $ 155,000 Revenue 125,081 155,000 155,000 155,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: Provide a computer educational experience for clients. 330 EDUCATIONAL LAB (CONTINUED) 60000 - 2645 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 1,994 1,500 1500 Efficiency Measures Per capita cost $ .69 $ .86 $ .86 Effectiveness Measures (desired results) GED's obtained 43 50 50 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 331 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Americorp Program -- 60000 - 2646 DEPARTMENT DESCRIPTION: Youth corp program contracted with Larimer County. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services $ 97,538 $ 40,000 $ 99,000 $ 99,000 Supplies 2,880 2,000 3,000 3,000 Purchased Services 17,132 70,000 18,000 18,000 Fixed Charges 0 6,000 0 0 Capital 0 0 0 0 Gross County Cost $ 117,550 $ 118,000 $ 120,000 $ 120,000 Revenue 117,550 118,000 120,000 120,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Increase of$2,000 in grant funding and a reallocation of line items. OBJECTIVES: Provide Federal Americorp program for youth to receive stipends and college tuition credits for public service work. 332 AMERICORP PROGRAM (CONTINUED) 60000 - 2646 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Participants in program 8 8 8 Efficiency Measures Per capita cost $ .65 $ .65 $ .66 Effectiveness Measures (desired results) Clients completing program 4 2 8 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: 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 $ 32,352 $ 37,000 $ 34,000 $ 34,000 Supplies 862 1,000 1,000 1,000 Purchased Services 14,998 10,000 15,000 15,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 48,212 $ 48,000 $ 50,000 $ 50,000 Revenue/Transfers In 35,861 35,649 37,649 37,649 Net County Cost $ 12,351 $ 12,351 $ 12,351 $ 12,351 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Slight increase of$2,000. County subsidy of$12,351 is unchanged. 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. 334 AREA AGENCY ON AGING ADMINISTRATION (CONTINUED) 60000 - 2651 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Programs Administered 11 12 12 Efficiency Measures Per capita cost (county support) $ .07 $ .07 $ .07 Per capita cost other .20 .20 .21 Effectiveness Measures (desired results) n/a FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 335 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 $ 58,425 $ 82,000 $ 60,000 $ 60,000 Supplies 252 1,000 1,000 1,000 Purchased Services 140,660 113,000 135,000 135,000 Fixed Charges0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 199,337 $ 196,000 $ 196,000 $ 196,000 Revenue 199,337 196,000 196,000 196,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change. OBJECTIVES: 1)Administer program as defined by CDHS/0AA rules and regulations; and 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. 336 AREA AGENCY ON AGING SUPPORT SERVICES (CONTINUED) 60000 - 2652 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs unit of service Outreach - homebound Spanish surnamed elderly 4594 3,600 3,600 Adult day care 19,140 20,000 20,000 Peer Counseling 1932 1,800 1,800 Legal consultation/representation 682 970 970 Homemaker and personal care 2,016 1,787 1,787 Nursing home advocacy 332 450 450 Efficiency Measures Per capita cost $1.10 $1.08 $1.08 Effectiveness Measures (desired results) Work output goals are maintained Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 337 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Congregate Meal Program -- 60000 - 2653 DEPARTMENT DESCRIPTION: 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 $ 71,627 $ 50,000 $ 55,000 $ 55,000 Supplies 6,932 9,000 9,000 9,000 Purchased Services 257,085 283,000 301,000 301,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 335,644 $ 342,000 $ 365,000 $ 365,000 Revenue 335,644 342,000 365,000 365,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Increase of$23,000 or 6.7% in funding level. OBJECTIVES: 1) Administer program as defined by CDHS/OAA rules and regulations; 2) Provide services to eligible clients as specified in the Area Agency on Aging grant approved by the Board. 338 AREA AGENCY ON AGING CONGREGATE MEAL PROGRAM (CONTINUED) 60000 - 2653 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Meals served 70,934 71,500 70,000 Efficiency Measures Per capita cost $1.85 $1.89 $2.02 Effectiveness Measures (desired results) Maintain program income/meal $2.06 $2.00 $2.00 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 339 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 6,585 7,000 7,000 7,000 Purchased Services 43,520 44,000 44,000 44,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 50,105 $ 51,000 $ 51,000 $ 51,000 Revenue 50,105 51,000 51,000 51,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: 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. 340 AREA AGENCY ON AGING HOME DELIVERED MEALS (CONTINUED) 60000-2654 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Meals served 27,657 30,000 30,000 Efficiency Measures Per capita cost $ .28 $ .28 $ .28 Effectiveness Measures (desired results) Maintain income/meal ($2) $2.13 $2.00 $2.00 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 341 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND Area Agency on Aging BUDGET UNIT TITLE AND NUMBER: Health Services -- 60000 - 2656 DEPARTMENT DESCRIPTION: This grant provides health services to needy elderly clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT Pt Personnel Services $ 395 $ 2,000 $ 9,000 $ 9,000 Supplies 2,522 0 0 0 Purchased Services 2,801 13,000 14,000 14,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 5,718 $ 15,000 $ 23,000 $ 23,000 Revenue 5,718 15,000 23,000 23,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - -- -- -- SUMMARY OF CHANGES: $8,000 increased level of federal funding. 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. 342 AREA AGENCY ON AGING HEALTH SERVICES (CONTINUED) 60000 - 2656 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Dental services to low income elderly 18 20 25 Efficiency Measures Per capita cost $ .03 $ .08 $ .13 Effectiveness Measures (desired results) Work output goals are maintained Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 343 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 $ 3,683 $ 2,000 $ 2,000 $ 2,000 Supplies 0 0 0 0 Purchased Services 600 500 500 500 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 4,283 $ 2,500 $ 2,500 $ 2,500 Revenue 4,283 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. 344 AREA AGENCY ON AGING ELDER ABUSE GRANT (CONTINUED) 60000 - 2657 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Educated CNA, staff, NH residents/families 167 175 175 Efficiency Measures Per capita cost $ .01 $ .02 $ .02 Effectiveness Measures (desired results) Education of long term staff 167 175 175 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 345 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 $ 3,685 $ 1,500 $ 1,500 $ 1,500 Supplies 0 0 0 0 Purchased Services 690 500 1,000 1,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 4,375 $ 2,000 $ 2,500 $ 2,500 Revenue 4,375 2,000 2,500 2,500 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Slight increase in funding of$500. 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. 346 AREA AGENCY ON AGING SPECIAL OMBUDSMAN (CONTINUED) 60000 - 2658 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Recruit and train volunteers 166 165 165 Efficiency Measures Per capita cost $ .02 $ .01 $ .01 Effectiveness Measures (desired results) Work outputs are maintained Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 347 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 $ 301,062 $ 330,000 $ 345,000 $ 345,000 Supplies 1,177 2,000 5,000 5,000 Purchased Services 70,380 88,000 75,000 75,000 Fixed Charges 0 0 0 0 Capital 14,137 0 0 0 Gross County Cost $ 386,756 $ 420,000 $ 425,000 $ 425,000 Revenue 386,756 420,000 425,000 425,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Increase of$5,000 in program funding. 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. 348 AREA AGENCY ON AGING SINGLE ENTRY POINT (CONTINUED) 60000 - 2659 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 463 470 475 Efficiency Measures Per capita cost $2.14 $2.32 $2.35 Effectiveness Measures (desired results) Divert Medicaid Eligible clients from Institutional care to cost effective home care 463 470 475 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 349 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 $ 36,076 $ 0 $ 40,000 $ 40,000 Supplies 10,000 0 0 0 Purchased Services 26,124 65,000 30,000 30,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 72,200 $ 65,000 $ 70,000 $ 70,000 Revenue 72,200 65,000 70,000 70,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Increase of$5,000 in federal transit dollars. 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. 350 FEDERAL TRANSIT GRANT (CONTINUED) 60000 - 2662 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Miles tracked 469,410 470,000 475,000 Efficiency Measures Per capita cost $ .40 $ .36 $ .39 Effectiveness Measures (desired results) Passenger trips 82,338 82,500 83,000 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 351 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 $ 12,003 $ 10,000 $ 18,000 $ 18,000 Supplies 0 500 0 0 Purchased Services 7,828 5,500 2,000 2,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 19,831 $ 16,000 $ 20,000 $ 20,000 Revenue 19,831 16,000 20,000 20,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: $4,000 increase, or 25% in federal monies. OBJECTIVES: Supplement other senior programs in Weld County. 352 AREA AGENCY ON AGING OTHER PROGRAMS (CONTINUED) 60000 - 2669 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Client assessments as needed 10 10 10 Efficiency Measures Per capita cost $ .11 $ .09 $ .11 Effectiveness Measures (desired results) Maintain work outputs goals Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 353 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 r NEXT FY NEXT FY Personnel Services $ 25,062 $ 50,000 $ 50,000 $ 50,000 Supplies 106 1,000 1,000 1,000 Purchased Services 54,313 134,000 129,000 129,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 79,481 $ 185,000 $ 180,000 $ 180,000 Revenue 79,481 185,000 180,000 180,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions - - - - - - - - SUMMARY OF CHANGES: Decrease of$5,000 in state aging dollars. 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. 354 AREA AGENCY ON AGING STATE FUNDS (CONTINUED) 60000 - 2671 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Dental Clients Served 14 30 30 Meals served 2,052 4,500 4,500 SC Personal Care Clients served 172 250 250 SC Adult Day Care clients served 70 150 150 Omsbudsman clients served 450 800 800 Efficiency Measures Per capita cost $ .44 $1.02 $ .99 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 355 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: HUMAN SERVICES FUND BUDGET UNIT TITLE AND NUMBER: Medicaid Transportation -- 60000 - 2672 DEPARTMENT DESCRIPTION: Medical and non-medical transportation of Medicaid clients. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY NEXT IFY Personnel Services $ 23,065 $ 0 $ 30,000 $ 30,000 Supplies 0 0 0 0 Purchased Services 16,702 55,000 25,000 25,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 39,767 $ 55,000 $ 55,000 $ 55,000 Revenue 39,767 55,000 55,000 55,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: No change in funding level. Line items have been reallocated. OBJECTIVES: To establish a new program with transportation and meet a community need. 356 MEDICAID TRANSPORTATION (CONTINUED) 60000 - 2672 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Miles tracked 26,564 27,000 27,500 Efficiency Measures Per capita cost $ .22 $ .30 $ .30 Effectiveness Measures (desired results) Passenger trips 2,977 3,000 3,100 FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 357 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 FY Personnel Services $ 26,477 $ 0 $ 25,000 $ 25,000 Supplies 932,799 900,000 950,000 950,000 Purchased Services 170,757 175,000 155,000 155,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 1,130,033 $ 1,075,000 $ 1,130,000 $ 1,130,000 Revenue 1,130,033 1,075,000 1,130,000 1,130,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Supplemental foods budget is up $55,000 or 5% for 2002. 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. 358 SUPPLEMENTAL FOODS (CONTINUED) 60000- 2676 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Clients served 51,481 52,000 52,000 Efficiency Measures Per capita cost $6.25 $5.94 $6.25 Effectiveness Measures(desired results) Maintain or increase average monthly participation rate Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 359 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 $ 136,210 $ 50,000 $ 145,000 $ 145,000 Supplies 149 1,000 1,000 1,000 Purchased Services 80,538 159,000 104,000 104,000 Fixed Charges 0 0 0 0 Capital 0 0 0 0 Gross County Cost $ 216,897 $ 210,000 $ 250,000 $ 250,000 Revenue 216,897 210,000 250,000 250,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- __ SUMMARY OF CHANGES: Program funding is up $40,000 for 2002. 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. 360 COMMUNITY SERVICES BLOCK GRANT (CONTINUED) 60000 - 2678 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Transportation to rural elderly 6,230 6,300 6300 Volunteer support 250 240 240 Employment opportunities low-income unskilled adult labor force 1028 746 750 Efficiency Measures Per capita cost $1.20 $1.16 $1.38 Effectiveness Measures (desired results) Work output goals maintained Y Y Y FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 361 ria16 , "DC. COLORADO. saNnd 2flN2A2 , `o V 1VIO2d 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$3,000,000. It is recommended that this amount, coupled with the $2,000,000 carry-over fund balance in the General Fund be retained, especially with all the uncertainty of state and federal funding and tax collections. SOLID WASTE FUND: The Solid Waste Fund is funded at the anticipated revenue level of fees at $1,300,000 with an anticipated beginning fund balance of$1,000,000. Funds are committed to offset environmental health costs,the household hazardous waste program ($762,263), overhead ($90,487), and trash enforcement and pickup program($64,972). $15,000 is budgeted for equipment for the hazardous materials response team. The remaining $367,278 is undesignated. CONSERVATION TRUST FUND: The Conservation Trust Fund is budgeted at$355,718 based upon the anticipated operating costs for 2002. The budget reflects funding of Island Grove Park only. EMERGENCY RESERVE FUND: The Emergency Reserve Fund is established per Amendment One(TABOR), passed November 3, 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 $2,500,000 has been established for 2002, which is greater than the required 3% of fiscal spending. 363 CONSERVATION TRUST FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND • INTERGOVERNMENTAL REVENUE 2200 73700 4332 LOTTERY 330,000.00 355,000.00 355,000.00 MISCELLANEOUS REVENUE 2200 73700 4610 EARNINGS ON INVESTMENTS 10,000.00 2,500.00 2,500.00 TOTAL CONSERVATION TRUST FUND 340,000.00 357,500.00 357,500.00 w cr. r CONSERVATION TRUST FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2200 73700 CONSERVATION TRUST 340,000.00 355,718.00 355,718.00 TOTAL CONSERVATION TRUST FUND 340,000.00 355,718.00 355,718.00 w a In 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 315,044 309,934 352,718 352,718 Capital 0 30,066 3,000 3,000_ Gross County Cost $ 315,044 $ 340,000 $ 355,718 $ 355,718 Revenue 382,477 340,000 357,500 357,500 Net County Cost $ -67,433 $ 0 $ -1,782 $ -1,782 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Revenues from the Colorado Lottery are difficult to predict for 2002 due to a decline in the traditional lottery revenues that will be offset with the lottery proceeds from the new Powerball game started in August, 2001. As a result the revenues are being projected at the historical level of $355,000 for the lottery proceeds, and $2,500 from interest earnings in 2002.The fund has a$400,000 carry over fund balance that allows the county to in essence spend the proceeds one year after their receipt, which is a prudent spending philosophy for this fund. Island Grove Park will cost$355,718,which is nearly the entire 2002 amount of estimated revenue. The big increase is in energy costs ($30,000) and the loss of$10,000 in revenue due to the shift of users to the new Community Building. This will mean that the Missile Site park will be funded entirely by the General Fund at a cost of$50,342. A total of$1,782 is undesigned. OBJECTIVES: See criteria following Administrative Recommendation. 366 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Missile Site Park Visitors 2,300 2,400 2,400 Island Grove Park Visitors 775,000 800,000 810,00 Efficiency Measures Per capita cost (county support) $1.75 $1.89 $1.98 Cost per visitor $0.41 $0.42 $0.44 Effectiveness Measures(desired results) Percentage of increased use 3% 3% 1.2% Percentage of increased revenue from user fees to support parks 15% 15% 0% 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 358,802 367 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 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 1987 all funds have gone to the two county parks. Beginning in 2002 only Island Grove Park will be 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. 368 CONSERVATION TRUST FUND (CONTINUED) 2200-73700 $25,000 was requested for a new Island Grove Park Master Plan. City of Greeley is not funding their $25,000 share. Concur with City of Greeley that a new Master Plan is not needed and, therefore, not recommended for funding in 2002. Capital items totaling $26,900 were requested, but only$3,000 are recommended as follows: (4-H Building) ADA Lift Platform $ 23,900 $ -0- Vacuum and Buffer 3,000 3,000 $ 26,900 $ 3,000 BOARD ACTION: 369 CONTINGENT FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND • TAXES 2300 90300 4112 CURRENT PROPERTY TAXES 2,100,000.00 0.00 0.00 TOTAL CONTINGENT FUND 2,100,000.00 0.00 0.00 co V O CONTINGENT FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2300 90300 CONTINGENT 4,450,000.00 3,000,000.00 3,000,000.00 TOTAL CONTINGENT FUND 4,450,000.00 3,000,000.00 3,000,000.00 V 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 i NEXT FY NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 0 0 0 0 Purchased Services 0 0 0 0 Fixed Charges 2,250,000 4,450,000 3,000,000 3,000,000 Capital 0 0 0 0_ Gross County Cost $ 2,250,000 $ 4,450,000 $ 3,000,000 $ 3,000,000 Revenue/Fund Bal. 2,251,414 2,350,000 3,000,000 3,000,000 Net County Cost $ -1,414 $ 2,100,000 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The Contingency Fund is funded at the level of $3,000,000 by a carryover fund balance of$3,000,000. OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: It is recommended that the amount of $3,000,000 and the Emergency Reserve of$2,500,000 provide adequate reserves for the county and should be retained. BOARD ACTION: 372 EMERGENCY RESERVE FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 2400 53100 4112 CURRENT PROPERTY TAXES 0.00 0.00 0.00 TOTAL EMERGENCY RESERVE FUND 0.00 0.00 0.00 W EMERGENCY RESERVE FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2400 53100 EMERGENCY RESERVE 2,500,000.00 2,500,000.00 2,500,000.00 TOTAL EMERGENCY RESERVE FUND 2,500,000.00 2,500,000.00 2,500,000.00 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 1993 1% or more, for 1994 2%or more, and for all later years 3% 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 2,500,000 2,500,000 2,500,000 Capital 0 0 0 0 Gross County Cost $ 0 $ 2,500,000 $ 2,500,000 $ 2,500,000 Revenue/Fund Bal. 0 2,500,000 2,500,000 2,500,000 Net County Cost $ 0 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The Emergency Reserve is funded at$2,500,000, which meets the 3% fiscal year spending requirement. OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: It is recommended that $2,500,000 be funded to comply with the TABOR Amendment requirements passed in 1992. Reserve is funded from carry-over fund balance. BOARD ACTION: 375 SOLID WASTE FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 2700 90200 4410 CHARGE FOR SERVICES 1,150,000.00 1,300,000.00 1,300,000.00 TOTAL SOLID WASTE FUND 1,150,000.00 1,300,000.00 1,300,000.00 ea‘ SOLID WASTE FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 2700 21240 ORDINANCE 163 ENFORCEMENT 112,782.00 64,972.00 64,972.00 2700 90200 SOLID WASTE 1,093,609.00 1,235,028.00 1,235,028.00 TOTAL SOLID WASTE FUND 1,206,391.00 1,300,000.00 1,300,000.00 w V V 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 FY NEXT FY NEXT FY Personnel Services $ 26,337 $ 30,041 $ 38,622 $ 38,622 Supplies 0 650 650 650 Purchased Services 9,021 20,700 20,700 20,700 Fixed Charges 0 5,000 5,000 5,000 Capital 0 0 0 0 Gross County Cost $ 35,358 $ 56,391 $ 64,972 $ 64,972 Revenue 0 0 0 0 Net County Cost $ 35,358 $ 56,391 $ 64,972 $ 64,972 Budget Positions 1 1 1 1 SUMMARY OF CHANGES: The only change to the budget is the cost for personnel, which is up due to cost of living and more time devoted to enforcement. All other line items are the same. OBJECTIVES: 1) Mitigate the impact of solid waste sites in Weld County; and 2) Provide roadside trash pick-up and enforcement. 378 CODE ENFORCEMENT (CONTINUED) 2700-21240 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Number of Complaints 700 700 800 Efficiency Measures FTE's per 10,000/capita support .0555 .0555 .0555 Per capita cost (county support) $0.20 $0.31 $0.36 Effectiveness Measures (desired results) Reduced roadside litter FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. Time spent is based upon level of complaints. BOARD ACTION: 379 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 357 0 0 0 Purchased Services 96,461 1,079,662 1,144,541 1,144,541 Fixed Charges 654,292 13,947 90,487 90,487 Capital 0 0 0 0 Gross County Cost $ 751,110 $ 1,093,609 $ 1,235,028 $ 1,235,028 Revenue 1,299,132 1,150,000 1,300,000 1,300,000 Fund Balance $ -548,022 $ -56,391 $ -64,972 $ -64,972 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Revenues are up $150,000 due to higher utilization of the landfills in Weld County. Department of Health and Environment costs for the Household Hazardous Waste program ($680,170) and solid waste reduction education and recycling program ($82,093) are budgeted for a total of $762,263. Indirect costs are $90,487 for 2002. For the first time $15,000 is budgeted to fund equipment for the hazardous materials response team. Undesignated amounts of$367,278 are in the budget. OBJECTIVES: 1) Mitigate the impact of solid waste sites in Weld County; and 2) Provide Household Hazardous Materials Program. 380 SOLID WASTE FUND (CONTINUED) 2700-90200 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Landfill Inspections 36 36 36 Household Hazardous Material (HHM) 576,201 626,836 680,170 Surcharge Collected $1,299,132 $1,150,000 $1,300,000 Efficiency Measures Per capita cost (collected) $7.22 $6.39 $7.22 Per capita HHM cost $3.20 $3.48 $3.78 Effectiveness Measures (desired results) Community clean-ups 4 4 4 Increased volume of HHM diverted from landfills 7% 9% 10% FINANCE/ADMINISTRATIONRECOMMENDATION: Recommend approval. $367,278 remains undesignated in the 2002 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: 381 OatlHdlO0 C PIgRL UNDTMl 0 9 / v i 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 2002 - 2006 is presented in this section and relates to the specifics of the 2002 capital project budgets. The Capital Expenditures Fund accounts for various capital improvement projects for county buildings. The 2002 program is funded at $8,455,000 with $5,775,000 from property tax and $200,000 from interest earnings. Anticipated projects include Phase II of the North Jail ($8,000,000), replacement of the Galeton grader shed ($165,000), parks/recreation ($125,000), and special projects ($165,000). In addition, $500,000 will be reserved for the construction of Phase III of the North Jail Complex. A $3,559,000 carry-over beginning fund balance and a $1,079,000 ending reserve fund balance is anticipated. The 2002 budget focuses primarily on the most significant one,which is the jail expansion in 2002. Based upon a study done by the Sheriffs Office staff, it is anticipated that the additional 226-bed facility will take approximately$500,000 to staff and operate with the closure of the Centennial Jail concurrent with the opening of the new 226-bed pod. This amount is programmed into the five- year 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. A 20,000 square foot building for the Sheriff's building will be constructed in 2003 to allow the Sheriff to vacate the Centennial Complex for Court needs. 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. 383 CAPITAL EXPENDITURE FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND TAXES 4000 17500 4112 CURRENT PROPERTY TAXES 2525,000.00 5,775,000.00 5,775,000.00 MISCELLANEOUS 4000 17500 4610 EARNINGS ON INVESTMENTS 150,000.00 200,000.00 200,000.00 TOTAL CAPITAL EXPENDITURE FUND 2,675,000.00 5,975,000.00 5,975,000.00 co CAPITAL EXPENDITURES FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND , 4000 17500 CAPITAL IMPROVEMENT AND ACQUISITION 5,185,000.00 8,455,000.00 8,455,000.00 TOTAL CAPITAL EXPENDITURES FUND 5,185,000.00 8,455,000.00 8,455,000.00 m 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 2,225,949 2,725,000 8,455,000 8,455,000 Gross County Cost $ 2,225,949 $ 2,725,000 $ 8,455,000 $ 8,455,000 Revenue 2,491,811 200,000 200,000 200,000 Fund Balance (2,233,377) 0 2,480,000 2,480,000 Net County Cost $ (2,499,239) $ 2,525,000 $ 5,775,000 $ 5,775,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The Capital Expenditures Fund accounts for various capital improvement projects for county buildings. The 2002 program is funded at $8,455,000 with $5,775,000 from property tax and $200,000 from interest earnings. Anticipated projects include Phase II of the North Jail ($8,000,000), replacement of the Galeton grader shed ($165,000), parks/recreation ($125,000), and special projects ($165,000). In addition, $500,000 will be reserved for the construction of Phase III of the North Jail Complex. A $3,559,000 carry-over beginning fund balance and a $1,079,000 ending reserve fund balance is anticipated. OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: Budget reflects the 2002 funding level of the Proposed Long Range Capital Plan for 2002 - 2006. The actual plan is on the pages immediately following. BOARD ACTION: 386 WELD COUNTY LONG RANGE CAPITAL PROJECTS FIVE-YEAR PLAN 2002 - 2006 Presented By: Donald D. Warden, Director Finance and Administration September, 2001 387 LONG RANGE CAPITAL PROJECTS FIVE YEAR PLAN 2002 - 2006 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 2002 - 2006. 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. 2002 - 2006 Five-year Plan 4. 2002 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 2002-2006 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 2002 budget for the capital construction program. It provides specific detail regarding each recommended project and the impact on the 2002 county budget. 388 FINANCING ALTERNATIVES 389 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. 390 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 number of jurisdictions. 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. 391 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. 392 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 by a 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% 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. 393 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 theory that 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. 394 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 security which 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. 395 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. 396 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. 397 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 necessary for a 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. 398 COMPLETED CAPITAL PROJECTS 1996 - 2000 399 COMPLETED CAPITAL PROJECTS 1996-2000 Actual Actual Actual Actual Actual Requirements Total 1996 1997 1998 1999 2000 Centennial Complex $1,178,636 1,187 6,750 71,988 353,935 744,776 Court House $142,538 19,765 62,634 24,557 15,000 20,582 Courthouse Annex $929,027 162,159 766,868 Food Clearing House $29,494 3,100 6,832 19,562 Grader Sheds $20,567 20,567 Head Start $323,032 155,018 59,237 9,272 99,505 Health Department $4,808,466 77,564 3,307,223 1,423,679 Island Grove $137,557 7,110 24,630 7,600 98,217 Jail $9,153,674 5,344,480 3,711,859 12,173 85,162 North County Complex $987,006 17,570 312,865 18,772 329,346 308,453 Public Works $2,843,085 93,727 1,210,396 1,366,960 172,002 o Social Services $2,446,783 269,792 1,189,601 911,493 75,897 Southwest Weld Complex $141,979 141,979 Training Center $1,011,906 50,087 961,819 Miscellaneous $343,386 1,700 295,054 8,500 9,662 28,470 $24,497,136 $5,570,497 $4,914,112 $5,850,042 $4,658,755 $3,503,730 2002 - 2006 FIVE YEAR CAPITAL PROJECTS PROGRAMS 401 2002 - 2006 FIVE-YEAR CAPITAL PROJECTS PROGRAM TOTAL REQUIREMENTS (5 Years) 2002 2003 2004 2005 2006 CAPITAL EXPENDITURE FUND: Capital Reserve $ 7,765,000 $ 500,000 $ 565,000 $ 1,550,000 $ 1,900,000 $ 3,250,000 Jail Expansion 8,000,000 8,000,000 0 0 0 0 SO Administrative o Offices 2,400,000 0 2,400,000 0 0 0 N Courthouse/Centennial Remodel 1,000,000 0 500,000 500,000 0 0 Grader Sheds/ice control bldg 365,000 230,000 135,000 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 $20,655,000 $ 8,955,000 $ 3,825,000 $ 2,275,000 $ 2,125,000 $ 3,475,000 RESOURCE CAPACITY ***************** FUNDING SOURCES ***************** CASH FLOW ANALYSIS 403 CAPITAL EXPENDITURES FUND RESOURCE CAPACITY 2002 - 2006 INTEREST ROPERTY' OTHE `y TOTAL 2002 $ 200,000 $ 5,775,000 $ 0 $ 5,975,000 2003 300,000 3,525,000 0 3,825,000 2004 0 2,275,000 0 2,275,000 2005 100,000 2,025,000 0 2,125,000 2006 200,000 3,275,000 0 3,475,000 404 CASH FLOW ANALYSIS CASH REVENUES EXPENDITURES RESOURCES BEGINNING ENDING FUND CAPITAL OTHER/ FUND BALANCE FUND INTEREST CONSTRUCTION BALANCE 2002 $ 3,559,000 $ 6,275,000 $ 200,000 $ 8,555,000 $ 1,479,000 2003 1,079,000 3,525,000 300,000 3,260,000 1,644,000 2004 1,644,000 2,275,000 0 725,000 3,194,000 2005 3,194,000 2,025,000 100,000 225,000 5,094,000 2006 5,094,000 3,275,000 200,000 225,000 8,344,000 405 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 for a 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 is anticipated that by the year 2004 Phase II will be required. Phase II will add 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. 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 will be 226 beds and will be both maximum and medium security to accommodate the projected inmate classifications. It is proposed that Phase II be constructed in the 2002-2003 time frame for full operation by 2004. Financing: It is recommended that the county budget $8,000,000 in the 2002 budget for funding of Phase II for 226 additional beds. In addition, $500,000 for operation of the additional 226 bed pod must be programmed into the operational budget plan for 2004. 406 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, 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), Sheriff Office Administration Building ($2,400,000), and Administrative Facility ($5,000,000). 407 GRADER SHEDS/ICE CONTROL STORAGE BUILDING Existing Situation: The county currently has 18 grader sheds throughout Weld County, to accommodate road maintenance function in all sectors of the county. The grader sheds are in various conditions, ranging from good to needing replacement. Fifteen 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), and Gill (2001). Replacement order is as follows: Galeton (2002), and New Raymer (2003). In addition, four ice control storage buildings were needed. The only remaining one is the Briggsdale building in 2002 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. Financing: It is recommended that the county budget $230,000 in 2002 to construct, maintain, and upgrade grader sheds and construct one ice control storage building in 2002. In 2003, an additional grader shed will be needed at the cost of$135,000. The funding mechanism should be a pay as you go function out of the Capital Projects Fund. 408 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 Attorney Juvenile 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 Sheriffs 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 and office space for Juvenile Probation. 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 will be funded in 2002. The new Sheriff's Administration Building will be constructed in 2003. Once the Sheriff's office is relocated, the Sheriffs administrative area and the jail will be remodeled in late 2003 - 2004 to provide for the additional courts and space for Juvenile Probation. Funds for all these projects are included in the five-year capital plan. 409 SHERIFF'S ADMINISTRATION BUILDING Existing Situation: Due to 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 Sheriff's 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 Sheriff's Office it is proposed to construct a 20,000 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 Sheriffs Administration Building will be constructed in 2003. Funds in the amount of $2,400,000 are budgeted in 2003 for the construction of a 20,000 square foot office building. 410 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. 411 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. 412 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 2006. 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 2006. Financing: It is recommended that the county budget fund balance carry-overs in the capital fund each year as a contingency. 413 MISCELLANEOUS FUNDS 414 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 FAA 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 2002, $93,050 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$93,050 is included in the budget for 2002. 415 GREELEY-WELD COUNTY AIRPORT AUTHORITY 2002 MASTER PLAN BUDGET Description of Program to be funded: A. Runway Expansion Project Matching Funds - Matching funds needed for the Runway Expansion Project for 2000 were requested and approved by Weld County in the amount of$41,666,which was to be used for the completion of the Taxiway C portion of the project. The Federal Aviation Administration now plans on funding the completion of this phase of work in 2002. Therefore, the budget request above does not include these funds, since they were previously budgeted. B. Entrance Roads - Phase II - Phase I of the re-alignment and re-construction of airport roads was completed in 2000. This project will allow for completion of the re-construction of the existing interior airport roadway system which has totally failed in some areas, and is in a substantially deteriorated condition in most other areas. The total estimated cost of this project is$85,500, of which half is being requested from Weld County,with the other half being requested from the City of Greeley. The cost estimates are based upon construction by the Weld County Department of Public Works. C. Design Infrastructure-The airport Infrastructure Master Plan was completed in 2000,and identified approximately 5.5 million dollars in infrastructure improvements to be constructed over several years. The project must first be designed however, and this request would satisfy that requirement. The total estimated cost of the project is $100,000, with half this amount being requested to be provided by Weld County, and with the other half requested to be provided by the City of Greeley. 416 CONSERVATION TRUST FUND Existing Situation: With the passage of SB119 (The Colorado Lottery), 40% 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, CRS, 1973). 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. 417 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 county finance 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 2002, $75,000 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 will be constructed and maintained jointly by the City of Greeley, Farm Show, and Weld County. 418 e_ SNfld • LF��L-fit �J AbIVI9lbJdOb1d 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. AMBULANCE ENTERPRISE FUND: The Ambulance Service is funded totally from 2002 projected fees of$6,210,000 with no county subsidy. Total expenditures include $2,909,540 for salaries,$1,506,063 for bad debt allowance,$308,318 county overhead,$189,644 for depreciation and the remainder for service and supplies. The budget for new equipment is $405,298. An 8% rate increase is calculated to support the service in 2002. 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$4,002,836 in 2002,with$1,969,516 budgeted for new capital equipment. The budget reflects the continuation of the contract fleet management approach adopted by the Board in August 1984. Contract amount is $852,710 for 2002. Depreciation is $1,619,816 for new equipment purchases, plus sale of surplus items of$349,700. 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 2002,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 $823,000 in 2002, 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$883,080 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 active leases are for the Administrative Building and North Jail Correctional Facility. 419 AMBULANCE ENTERPRISE FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 5000 23100 4410 CHARGE FOR SERVICES 5,333,880.00 5,996,768.00 5,996,768.00 TOTAL AMBULANCE ENTERPRISE FUND 5,333,880.00 5,996,768.00 5,996,768.00 N 0 AMBULANCE ENTERPRISE FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND • 5000 23100 AMBULANCE 5,560,000.00 6,210,000.00 6,210,000.00 TOTAL AMBULANCE ENTERPRISE FUND 5,560,000.00 6,210,000.00 6,210,000.00 F N BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: AMBULANCE ENTERPRISE FUND BUDGET UNIT TITLE AND NUMBER: Ambulance -- 5000-23100 DEPARTMENT DESCRIPTION: The Ambulance 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 FY ? NEXT FY NEXT FY Personnel Services $ 2,426,480 $ 2,741,804 $ 2,909,540 $ 2,909,540 Supplies 149,776 167,500 184,280 184,280 Purchased Services 1,319,898 444,445 493,625 493,625 Fixed Charges 1,165,045 1,609,240 2,004,025 2,004,025 Capital 117,548 370,891 405,298 405,298 Gross County Cost $ 5,178,747 $ 5,333,880 $ 5,996,768 $ 5,996,768 Revenue 4,635,509 5,560,000 6,210,000 6,210,000 Net County Cost $ 543,238 $ -226,120 $ -213,232 $ -213,232 Budget Positions 43 48 48 48 SUMMARY OF CHANGES:Fees are increased 8%to meet rising operating costs,slower revenue stream, and lower collection ratios. In addition the Weld County Ambulance Service, due to cash flow in 1999 - 2000, has an advance from the General Fund of$635,000 as of 12/31/00 that it is repaying over a three year period. For this reason revenues exceed expenditures by $213,232. In 2001 there was increased staff to meet response time demands in western areas of county, and a clerical position was added to increase collection efforts. These positions are fully funded in the 2002 budget. Capital is increased to purchase two replacement ambulances, additional VHF & UHF radios,as well as a carry-over from 2001 of the 800mhz radios. Service and supply accounts are up due to inflation and higher utilization with call volume increasing. 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. 422 AMBULANCE SERVICE (CONTINUED) 5000-23100 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Number Emergency Transports 4,319 4,361 4,623 Number Routine Runs 2,368 2,664 2,824 Number Dry Runs 3,109 2,975 2,504 Number Eval/Treat and Release 625 625 650 Efficiency Measures FTE's per 10,000/capita 2.44 2.66 2.66 Per capita cost (county support) 0 0 0 Annual cost per patient 690 687 603 Effectiveness Measures (desired results) Decrease Dry runs (EMD) 3,109 2,975 3,154 Collection Ratio (* ADJUSTED) 78.28% 79.56% 74.89* Reduce unscheduled overtime cost 278,000 282,000 332,760 FINANCE/ADMINISTRATION RECOMMENDATION:Recommend approval. The added collection efforts in 2001 have improved revenues and cash flow for the Weld County Ambulance Service, so revenue estimates look realistic for 2002. Increases all appear justified based upon call volume. BOARD ACTION: 423 MOTOR POOL IGS FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND CHARGE FOR SERVICES 6000 96300 4410 CHARGE FOR SERVICES 2,259,274.00 2,383,020.00 2,383,020.00 MISCELLANEOUS 6000 96300 4680 OTHER 1,413,516.00 1,619,816.00 1,619,816.00 6000 96300 4810 GAIN LOSS ON SALE 356,700.00 599,500.00 599,500.00 TOTAL MISCELLANEOUS 1,770,216.00 2,219,316.00 2,219,316.00 TOTAL MOTOR POOL IGS FUND 4,029,490.00 4,602,336.00 4,602,336.00 N F MOTOR POOL IGS FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6000 17550 VEHICLE REPLACEMENT 1,766,534.00 3,313,000.00 3,313,000.00 6000 96300 COUNTY SHOP 3,672,790.00 4,002,836.00 4,002,836.00 TOTAL MOTOR POOL IGS FUND 5,439,324.00 7,315,836.00 7,315,836.00 r N 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 FY 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 2,257,688 1,766,534 3,313,000 3,313,000 Gross County Cost $ 2,257,688 $ 1,766,534 $ 3,313,000 $ 3,313,000 Revenue 0 0 0 0 Net County Cost $ 2,257,688 $ 1,766,534 $ 3,313,000 $ 3,313,000 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The equipment to be purchased in 2002 is listed on the following page. OBJECTIVES: N/A FINANCE/ADMINISTRATION RECOMMENDATION: Public Works has requested a significant number of equipment replacements in 2002 in an attempt to get their fleet of equipment totally updated. Public Works' basic request of$1,623,000 is $469,566 over last year's request. If you add in the rock crusher plant ($480,000), front-end loader ($300,000), and asphalt paver ($250,000), the total increase is $1,499,566. In addition in the Public Works budget a motor grader is changed from an owned grader to a leased grader, and a tracked excavator is being requested for lease, which is an additional $43,000 in annual leases for equipment which is worth approximately $400,000. The total requested amount for one year totals a two or three year request. There are a number of policy issues and policy options: 1. In order to purchase the additional items listed under Public Works it will require using $500,000 from the fund balance of the Motor Pool Fund's reserves, plus transferring $593,684 from the Public Works Fund's fund balance. 426 IS - MOTOR POOL EQUIPMENT (CONTINUED) 6000-17550 FINANCE/ADMINISTRATION RECOMMENDATION(Continued): 2. Another option is to defer buying all or part of the items until 2003. Items that could be deferred without adversely impacting operations are as follows. A. Grader Two of the requested graders are backup graders. Cost $150,000 each. B. Dozer: The dozer in Mining is used on a part time basis. Cost $210,000. C. Asphalt paver: This is a backup paver. Cost $250,000. D. Roller: This is backup roller. Cost $115,000. The total deferred is $725,000 with one grader and $875,000 with two graders. 3. The Public Works budget includes leasing one additional grader for$18,000 per year and one tracked excavator for $25,000 per year. The justification is to defer IGA replacement costs. The current grader program was developed to have a balance of owned and leased graders, to take advantage of the rental market and GSA pricing without ever being at the mercy of vendors by having all leased graders. Also,too many leased graders turned back on a three-year cycle will flood the local resale market and drive up the leased costs. Finance staff would not recommend adding to the leased number of graders. The long term impact of starting to rent major equipment like the tracked excavator to defer replacement costs is a short term financial solution that may lead to adverse long term financial impacts. From a financial point of view it appears that Public Works is trying to do too much too fast in the replacement of equipment. We have a standard replacement policy based upon a reasonable useful life for all front line equipment, but spares or backup equipment may fall outside that standard cycle because it is not in full time use. If spare equipment fails Public Works has always been able to rent equipment on an as-needed basis from equipment dealers in the area. The county's fleet in total is much more current than most private contractors. In fact in the past the county has been criticized by private contractors that say only the county can afford to have such a new fleet. Finance and Administration's recommendation is to use the $500,000 from the Motor pool Fund reserve, and then defer the other purchases until future years. Also, use of leased equipment to add to fleet should be discouraged. Finally, Public Works needs to realize that they have only the amount of reserves generated by the Motor Pool Fund annually to work with in requesting equipment replacement,unless the Board is willing to supplement the amount from other resources in the county budget. BOARD ACTION: 427 IGA EQUIPMENT Request Recommend Sheriff: 15 passenger Van (1) $35,000 $35,000 Patrol Vehicles (6) 132,000 132,000 Civilian Vehicles (4) 64,000 64,000 Transport Van (1) 24,000 24,000 Crime Scene Van (1) 22,000 22,000 Coroner Pickup (1) 23,000 23,000 Human Services: Vans (6) 210,000 210,000 Van with Lift (1) 40,000 40,000 District Attorney: Civilian Vehicle (2) 32,000 32,000 Building Inspection: 4X4 Pickup (2) 36,000 36,000 Building and Grounds: 3/4 Ton with Utility Box (1) 23,000 23,000 Engineering: Cargo Van (1) 19,000 19,000 Public Works: See Basic List 1,623,000 1,623,000 Additional Capital items: Rock crusher Plant 480,000 480,000 Front End loader 300,000 300,000 Asphalt Paver 250.000 250.000 GRAND TOTAL $3,313,000 $3,313,000 428 2002 PROPOSED EQUIPMENT REPLACEMENT Division Qty_ Description --.1 Estimated Replaces Est. 1* 2* 3* 4* 5* 6* 7* Current Price Pei` Year/Unit Value Miles Unit Grader 3 Motor Graders $150,000 92/15820076 $54,000 $150,000 93/15820077 $55,000 $150,000 93/15820078 $55,000 93/15820079 $55,000 1 '/2-Ton, 4X4 Extend Cab Pickup $20,000 Additional 1 %2-Ton Regular Cab $16,000 92/15220052 $3,000 Trucking 1 Bottom Dump Trailer $45,000 15610019 $14,000 r 1 Truck Tractor $68,000 88/15410025 $19,000 N `° 1 3/4-Ton, 4X4 Pickup $24,000 89/15230024 $3,000 1 Bottom Dump Trailer $45,000 80/15610003 $14,000 Mining 1 Bulldozer- D7 $210,000 82/15810005 $20,000 Status: 1* - la`Draft Complete 5* - Final Editing Complete 2* - To Editing 6* - To Purchasing 3* -Draft Editing Complete 7* - 4* - To Final Editing 2002 PROPOSED EQUIPMENT REPLACEMENT Division.- Qty Description µ= Estimated-. ; Replaces Est, - 1* 2* 3* 4*` * 7* ' Current Price Per Year/Unit Value Miles Unit . Maint-Supt 1 Highway Striper w/Retroreflect and Lazer $210,000 89/15470004 $43,000 Guidance 1 Vibratory Steel-wheel Roller $115,000 79/16010002 $10,000 1 2.5 Ton Water Truck, 1000/gal tank $70,000 79/15450004 $5,000 1 Front-End Loader $120,000 73/15830006 $15,000 Bridge 1 %2-Ton, 4X4 Pickup, Extend Cab, Short $20,000 87/15450013 $5,000 Bed 1 Trailer, 24-Ton Towmaster, 40' $28,000 w 0 1 2002 JD 160 Trade-in $21,000 00/15850012 1 30-Ton Rubber-Tire Roller $85,000 74/16020002 $6,000 1 Backhoe, 410, 4X4 w/Extend-a-Boom $76,000 87/15840007 $14,000 1 3/4-Ton Pickup, Surplus 94/15230036 $5,000 1 Crane, Surplus 64/15870002 $14,000 1 Crane, Surplus 67/15870003 $14,000 TOTALS $1,623,000 TOTALS $423,000 ESTIMATED TOTAL LESS ESTIMATED VALUE = $1,200,000 HEALTH INSURANCE IGS FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND • MISCELLANEOUS 6200 93400 46902 EMPLOYEE CONTRIBUTIONS 178,344.00 178,164.00 178,164.00 TOTAL HEALTH INSURANCE IGS FUND 178,344.00 178,164.00 178,164.00 • it HEALTH INSURANCE IGS FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND , 6200 93400 DENTAL/VISION 178,344.00 178,164.00 178,164.00 TOTAL HEALTH INSURANCE IGS FUND 178,344.00 178,164.00 178,164.00 L-- co N 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 204,370 1,500 1,500 1,500 Fixed Charges 197,814 176,844 176,664 176,664 Capital 0 0 Gross County Cost $ 402,184 $ 178,344 $ 178,164 $ 178,164 Revenue 382,567 178,344 178,164 178,164 Net County Cost $ 19,617 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: The budget reflects the cost of self-insuring the dental and vision reimbursement plan ($176,664) and wellness program ($1,500). OBJECTIVES: 1)Provide employee health/dental/vision insurance in the most cost effective way possible; and 2) Provide a well program to all employees. PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Single coverage 631 648 687 Family coverage 227 222 204 FINANCE/ADMINISTRATION RECOMMENDATION: The market for coverage was reviewed and quotes obtained. Based upon the review the current carrier offered the most competitive rates. There were no changes to the plan design. Recommend continuation of Blue Cross/Blue Shield contract with the new rates cited on the next page. 433 IS - HEALTH INSURANCE 6200-93100 (CONTINUED) 2001 Insurance rates are as follows: gM Ps Putt�l� , ��."x,19 NO "f'6f iI 9,`�"" pFli'3��pr "sI v k ;Ora , v 6sm ag,B7„.,��kGa92�$.I;u�a, .m._.. .., �� 3 pr."� �.�., Employee: Health $ 220.00 $ 230.37 $ 284.70 DentalNision 13.00 13.00 13.00 TOTAL $ 233.00 $ 243.37 $ 297.70 Employee $ 16.00 $ 26.37 $ 80.70 County 217.00 217.00 217.00 Dependent: Health $ 328.64 $ 345.57 $ 435.25 DentalNision 16.00 16.00 16.00 TOTAL $ 344.64 $ 361.57 $ 451.25 Total Employee $ 360.64 $ 387.94 $ 531.95 Total County 217.00 217.00 217.00 Employee Costs: 2001 $ 360.64 $ 387.94 $ 531.95 2000 318.18 341.95 467.35 DIFFERENCE $ 42.46 $ 45.99 $ 64.60 An additional $20.92 per month surcharge will be paid by the County for each single coverage in 2002 to reimburse the Health Insurance Fund for the $230,000 up-front premium. NOTE: 2002 rates will be presented in the Final Budget. The Proposed Budget anticipates a 35% rate increase, which is the high-end estimate from our current provider. The low-end estimate is 15%. 434 IS - HEALTH INSURANCE 6200-93100 (CONTINUED) The 2002 program is calculated with current participation as follows: Single Coverage: 687 Dependent Coverage: 204 DENTAL AND VISION: Administration/Well Costs = $ 1,500 Fixed Costs: $ 1,500 LOSS FUND: Dental = $ 140,664 Vision = 36.000 GRAND TOTAL - COSTS $ 178,164 REVENUE: Single Vision/Dental 891 X $13/month X 12 = $ 138,996 Dependent Vision/Dental 204 X $16/month X 12 = 39,168 TOTAL REVENUE $ 178,164 BOARD ACTION: 435 LIABILITY INSURANCE IGS FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 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 170,000.00 185,000.00 185,000.00 6300 93300 4610 EARNINGS ON INVESTMENTS 75,000.00 68,000.00 68,000.00 TOTAL CHARGE FOR SERVICE 245,000.00 253,000.00 253,000.00 MISCELLANEOUS 6300 93300 4820 COMPENSATION FOR LOSSES 20,000.00 20,000.00 20,000.00 TOTAL MISCELLANEOUS 20,000.00 20,000.00 20,000.00 TOTAL LIABILITY INSURANCE FUND 815,000.00 823,000.00 823,000.00 4--- co rn LIABILITY INSURANCE IGS FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6300 93200 WORKERS COMPENSATION 70,000.00 434,500.00 434,500.00 6300 93300 LIABILITY 745,000.00 388,500.00 388,500.00 TOTAL LIABILITY INSURANCE IGS FUND 815,000.00 823,000.00 823,000.00 LO w 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 $ 2,649 $ 0 $ 0 $ 0 Supplies 0 700 700 700 Purchased Services 20,627 27,900 26,900 26,900 Fixed Charges 902,089 786,400 795,400 795,400 Capital 0 0 0 0 Gross County Cost $ 925,365 $ 815,000 $ 823,000 $ 823,000 Revenue/Fund Bal. 982,555 265,000 273,000 273,000 Net County Cost $ -57,190 $ 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 $188,500. Effective January 1, 1992,Weld County became self-insured for workers'compensation. Workers' compensation includes excess insurance and bonds costing $54,500, claims administration costs of $20,000, and a loss fund of $360,000. A loss fund for all other coverages is budgeted at $200,000. Unemployment insurance is being charged directly to departments. The program is supported by property tax ($550,000), charges for service ($185,000), interest ($68,000), and compensation for losses ($20,000). OBJECTIVES: Provide county-wide insurance coverage in most cost effective manner possible. 438 INSURANCE FUND (CONTINUED) 6300-93300 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Number of training sessions 33 35 35 Number of workers' compensation claims 114 110 110 Dollar amount of prop/casualty claims paid $238,582 $200,000 $200,000 Efficiency Measures FTE's per 10,000/capita .0555 .0555 .0555 Per capita cost (county support) $3.06 $3.06 $3.06 Cost per claim processed $175.44 $181.80 $181.80 Effectiveness Measures (desired results) Number of employees trained 453 300 300 Average loss per workers' comp claim $3,755 $2,954 $3,272 Percent increase/decrease in number of claims 0% -4% 0% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval of the insurance program as outlined above in the summary of changes. In accordance with Section 8-4-110, 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. 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$1,700,000 to safeguard against any extraordinary losses in a given year. BOARD ACTION: 439 PHONE SERVICES IGS FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND • CHARGE FOR SERVICES 6400 17400 4410 CHARGE FOR SERVICES 877,357.00 878,487.00 878,487.00 TOTAL PHONE SERVICES IGS FUND 877,357.00 878,487.00 878,487.00 • • • i p PHONE SERVICES IGS FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND 6400 17400 PHONE SERVICES 877,357.00 878,487.00 878,487.00 TOTAL PHONE SERVICES IGS FUND 877,357.00 878,487.00 878,487.00 F BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: GENERAL SERVICES AGENCY BUDGET UNIT TITLE AND NUMBER: PBX Phone Services -- 6400-17400 DEPARTMENT DESCRIPTION: Provide phone services to Weld County and the Court system. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY '! NEXT FY NEXT'FY Personnel Services $ 116,470 $ 117,605 $ 93,846 $ 93,846 Supplies 17,907 4,000 6,700 6,700 Purchased Services 534,303 633,223 645,027 645,027 Fixed Charges 110,099 122,529 132,914 132,914 Capital 10,258 0 0 0 Gross County Cost $ 789,037 $ 877,357 $ 878,487 $ 878,487 Revenue 872,167 877,357 878,487 878,487 Net County Cost $ -83,130 $ 0 $ 0 $ 0 Budget Positions 3 3 2 2 SUMMARY OF CHANGES: Budget reflects a 4% salary increase, but is still down due to the March, 2001, reorganization that eliminated a PBX Operator's position in this budget with a charge back for services from the Clerk to the Board in Professional Services. Phone costs for local and long distance charges are down$66,203 due to rate increases that did not materialize in 2001 due to competition in the telecom industry, even with additional buildings and phones. Depreciation is up $14,978 for 2002 with the phone systems for the new buildings. Phone maintenance is up $40,466. Overhead is down$4,593.All other line items are stable and reflect historical expenditure patterns. Total budget is up $1,130. Expenses are fully recovered from revenues from users of the phone system. OBJECTIVES: To operate and maintain all county phone systems, including research for replacement, improved productivity, and other service requests. 442 PBX PHONE SERVICES (CONTINUED) 6400-17400 PERFORMANCE MEASURES ACTUAL ESTIMATED PROJECTED Work Outputs Incoming calls 3,200,000 3,300,000 3,500,000 Efficiency Measures FTE's per 10,000/capita .1875 .1875 .1111 Per capita cost (county support) 0 0 0 Annual cost per call .2545 .2659 .2501 Effectiveness Measures (desired results) Process requests for service within 7 days 100% 100% 100% FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 443 FINANCE CORPORATION IGS FUND SUMMARY OF REVENUE 2002 ACCOUNT NUMBER 2001 2002 2002 FUND ORGN ACCT ACCOUNT TITLE BUDGET REQUEST RECOMMEND MISCELLANEOUS 6500 17700 4624 RENTS FROM BUILDINGS 741,673.00 967,693.00 967,693.00 TOTAL FINANCE CORPORATION IGS FUND 741,673.00 967,693.00 967,693.00 FINANCE CORPORATION IGS FUND SUMMARY OF EXPENDITURES 2002 ACCOUNT# 2001 2002 2002 FUND ORGN EXPENDITURE FUNCTION BUDGET REQUEST RECOMMEND , 6500 17700 FINANCE CORPORATION 741,673.00 967,693.00 967,693.00 TOTAL FINANCE CORPORATION IGS FUND 741,673.00 967,693.00 967,693.00 BUDGET UNIT REQUEST SUMMARY AGENCY/DEPARTMENT NAME: WELD COUNTY FINANCE AUTHORITY BUDGET UNIT TITLE AND NUMBER: Weld County Finance Authority -- 6500-17700 DEPARTMENT DESCRIPTION: Provides funds to cover the lease/purchase of county buildings. ACTUAL BUDGETED REQUESTED RECOMMEND RESOURCES LAST FY CURRENT FY NEXT FY ; NEXT FY Personnel Services $ 0 $ 0 $ 0 $ 0 Supplies 3,538 0 0 0 Purchased Services 680 0 0 0 Fixed Charges 738,534 741,673 967,693 967,693 Capital 0 0 0 0 Gross County Cost $ 742,752 $ 741,673 $ 967,693 $ 967,693 Revenue 737,180 741,673 967,693 967,693 Net County Cost $ 5,572 $ 0 $ 0 $ 0 Budget Positions -- -- -- -- SUMMARY OF CHANGES: Budget reflects the following county lease/purchase contracts: RENT INTEREST TOTAL Administrative Building $ 495,000 $ 32,670 $ 527,670 Correctional Facility 60,000 380.023 440,023 Total $ 555,000 $412,693 $ 967,693 OBJECTIVES: n/a FINANCE/ADMINISTRATION RECOMMENDATION: Recommend approval. BOARD ACTION: 446 GLOSSARY GLOSSARY ACCOUNTING PROCEDURES All processes which discover, record, classify, and summarize financial information to produce financial reports and to provide internal control. ACCRUAL BASIS The basis of accounting under which transactions are recognized when they occur, regardless of the timing of related cash flows. ACCRUED EXPENSES Expenses incurred but not due until a later date. ACTIVITY A specific and distinguishable line of work performed by one or more organizational components of a government for the purpose of accomplishing a function for which the government is responsible. For example, "food inspection" is an activity performed in the discharge of the "health" function. ACTIVITY CLASSIFICATION Expenditure classification according to the specific lines of work performed by organization units. For example, "sewage treatment and disposal", "garbage collection", "garbage disposal", and "street cleaning" are activities performed in carrying out the function of"sanitation". The segregation of the expenditures made for each of these activities constitutes an activity classification. ALLOCATE To divide a lump-sum appropriation into parts which are designated for expenditure by specific organizational units and/or for specific purposes, activities, or objects. ALLOCATED COSTS Indirect costs distributed to programs or departments via a cost allocation plan. ALLOCATION A part of a lump-sum appropriation which is designated for expenditure by specific organizational units and/or for special purposes, activities, or objects. ALLOT To divide an appropriation into amounts which may be encumbered or expended during an allotment period. 447 ALLOTMENT A part of an appropriation which may be encumbered or expended during an allotment period. ALLOTMENT PERIOD A period of time less than one fiscal year in length during which an allotment is effective. Bi-monthly and quarterly allotment periods are most common. ANNUAL BUDGET A budget applicable to a single fiscal year. APPROPRIATION A legal authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. An appropriation is usually limited in amount and as to the time when it may be expended. APPROPRIATION BILL, ORDINANCE, RESOLUTION, or ORDER A bill, ordinance, resolution, or order by means of which appropriations are given legal effect. It is the method by which the expenditure side of the annual operating budget is enacted into law by the legislative body. In many governmental jurisdictions, appropriations cannot be enacted into law by resolution but only by a bill, ordinance, or order. APPROPRIATION EXPENDITURE An expenditure chargeable to an appropriation. Since virtually all expenditures of governments are chargeable to appropriations, the term expenditures by itself is widely and properly used. ASSESSED VALUATION A valuation set upon real estate or other property by a government as a basis for levying taxes. AUTHORITY A government or public agency created to perform a single function or a restricted group of related activities. Usually such units are financed from service charges, fees, and tolls, but in some instances they also have taxing powers. An authority may be completely independent of other governments or partially dependent upon other governments for its creation, its financing, or the exercise of certain powers. AUTHORIZED POSITION A position (job) authorized by the Board of County Commissioners as part of the annual adopted budget. 448 BUDGET A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Used without any modifier, the term usually indicates a financial plan for a single fiscal year. The term "budget" is used in two senses in practice. Sometimes it designates the financial plan presented to the appropriating body for adoption and sometimes the plan finally approved by that body. It is usually necessary to specify whether the budget under consideration is preliminary and tentative or whether it has been approved by the appropriating body. BUDGET DOCUMENT The instrument used by the budget-making authority to present a comprehensive financial program to the appropriating body. The budget document usually consists of three parts. The first part contains a message from the budget-making authority, together with a summary of the proposed expenditures and the means of financing them. The second consists of schedules supporting the summary. These schedules show in detail the information as to past years' actual revenues, expenditures, and other data used in making the estimates. The third part is composed of drafts of the appropriation, revenue, and borrowing measures necessary to put the budget into effect. BUDGET MESSAGE A general discussion of the proposed budget as presented in writing by the budget-making authority to the legislative body. The budget message should contain an explanation of the principal budget items, an outline of the government's experience during the past period and its financial status at the time of the message, and recommendations regarding the financial policy for the coming period. BUDGETARY ACCOUNTS Accounts used to enter the formally adopted annual operating budget into the general ledger as part of the management control technique of formal budgetary integration. BUDGETARY COMPARISONS Governmental GAAP financial reports must include comparisons of approved budgeted amounts with actual results of operations. Such reports should be subjected to an independent audit, so that all parties involved in the annual operating budget/legal appropriation process are provided with assurances that government monies are spent in accordance with the mutually agreed-upon budgetary plan. BUDGETARY CONTROL The control or management of a government or enterprise in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenues. 449 BUDGETARY EXPENDITURES Decreases in net current assets. In contrast to conventional expenditures, budgetary expenditures are limited in amount to exclude amounts represented by noncurrent liabilities. Due to their spending measurement focus, governmental fund types are concerned with the measurement of budgetary expenditures. BUDGETED FUNDS Funds that are planned for certain uses but have not been formally or legally appropriated by the legislative body. The budget document that is submitted for Board approval is composed of budgeted funds. CAPITAL BUDGET A plan of proposed capital outlays and the means of financing them. CAPITAL OUTLAY Expenditures for equipment,vehicles,or machinery that results in the acquisition or addition to fixed assets. CAPITAL PROGRAM A plan for capital expenditures to be incurred each year over a fixed period of years to meet capital needs arising from the long-term work program or otherwise. It sets forth each project or other contemplated expenditure in which the government is to have a part and specifies the full resources estimated to be available to finance the projected expenditures. CAPITAL PROJECTS FUND A fund created to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary funds, Special Assessment Funds, and Trust Funds). CAPITAL RESOURCES Resources of a fixed or permanent character,such as land and buildings, which cannot ordinarily be used to meet current expenditures. CERTIFICATES OF PARTICIPATION(COP) Form of financial instrument similar to a bond to facilitate lease/ purchase agreements. Not a debt of the County. CONSERVATION TRUST State of Colorado lottery funds remitted to the County for parks and recreation use. 450 CONTINGENCY ACCOUNT A budgetary reserve set aside for emergencies or unforeseen expenditures not otherwise included in the budget. CONTINUING APPROPRIATION An appropriation which, once established, is automatically renewed without further legislative action, period after period, until altered or revoked. The term should not be confused with INDETERMINATE APPROPRIATION. COPS UHS Federal community oriented policing grant. COST ALLOCATION PLAN Identification, accumulation and distribution of costs relative to the provision of those services, along with the methods used. CRS Colorado Revised Statutes DA District Attorney DEFICIT (1) The excess of the liabilities of a fund over its assets. (2) The excess of expenditures over revenues during an accounting period; or, in the case of proprietary funds, the excess of expense over income during an accounting period. DEPRECIATION (1) Expiration in the service life of fixed assets, other than wasting assets attributable to wear and tear, deterioration, action of the physical elements, inadequacy, and obsolescence. (2) The portion of the cost of a fixed asset other than a wasting asset which is charged as an expense during a particular period. In accounting for depreciation,the cost of a fixed asset, less any salvage value, is prorated over the estimated service life of such an asset, and each period is charged with a portion of such cost. Through this process, the entire cost of the asset is ultimately charged off as an expense. DIRECT COSTS Costs that have a clearly identifiable beneficial or causal relationship to the services performed. EDAP Economic Development Action Partnership. 451 ENCUMBRANCES Obligations in the form of purchase orders, contracts or salary commitments which are chargeable to an appropriation and for which a part of the appropriation is reserved. They cease to be encumbrances when paid or when an actual liability is set up. ESTIMATED REVENUE The amount of projected revenue to be collected during the fiscal year. The amount of revenue appropriated is the amount approved by the Board. EXPENDITURES Decreases in net financial resources. Expenditures include current operating expenses which require the current or future use of net current assets, debt service, and capital outlays. The unmodified use of the term expenditures in this text is intended to mean budgetary expenditures. FISCAL PERIOD Any period at the end of which a government determines its financial position and the results of its operations. FISCAL YEAR A 12-month period to which the annual operating budget applies and at the end of which a government determines its financial position and the results of its operations. FIXED ASSETS Assets of a long-term character which are intended to continue to be held or used,such as land, buildings, improvements other than buildings, machinery and equipment. FTE(FULL-TIME EQUIVALENT) Numeric equivalent of one person occupying one employment position for one year(equivalent of 2,080 hours or 52 forty-hour weeks). FUNCTION A group of related activities aimed at accomplishing a major service or regulatory program for which a government is responsible. For example, public health is a function. FUNCTIONAL CLASSIFICATION Expenditure classification according to the principal purposes for which expenditures are made. Examples are public safety, public health, public welfare, etc. FUND A fiscal and accounting entity with a self-balancing set of accounts recording cash and other financial resources,together with all related liabilities and residual equities or balances, and changes therein, which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. 452 FUND BALANCE Fund balance is the excess of assets over liabilities and is therefore also known as surplus funds. GAAP(GENERALLY ACCEPTED ACCOUNTING PRINCIPLES) Standards for financial accounting and reporting. GENERAL FUND The fund used to account for all financial resources except those required to be accounted for in another fund. GEOGRAPHICAL INFORMATION SYSTEM(GIS) A computerized data base of all land attributes within the County. The"base map"contains the least amount of common data which is supplemented by attribute overlays. GRANT A contribution by a government or other organization to support a particular function. Grants may be classified as either categorical or block depending upon the amount of discretion allowed the grantee. HIGHWAY USER TAX(HUTF) Revenue that is derived from the state gasoline tax, and restricted for Road and Bridge activities. INDETERMINATE APPROPRIATION An appropriation which is not limited either to any definite period of time or to any definite amount. A distinction must be made between an indeterminate appropriation and a continuing appropriation. In the first place, whereas a continuing appropriation is indefinite only as to time, an indeterminate appropriation is indefinite as to both time and amount. In the second place, even indeterminate appropriations which are indefinite only as to time are to be distinguished from continuing appropriations in that such indeterminate appropriations may eventually lapse. For example, an appropriation to construct a building may be made to continue in effect until the building is constructed. Once the building is completed, however, the unexpended balance of the appropriation lapses. A continuing appropriation, on the other hand, may continue forever; it can only be abolished by specific action of the legislative body. INDIRECT COSTS Costs associated with, but not directly attributable to, the providing of a product or service. These costs are usually incurred by other departments in the support of operating departments. 453 INTERFUND TRANSFER Amounts transferred from one fund to another. INTERGOVERNMENTAL REVENUE Revenue received from another government for a specified purpose. In Weld County, these are funds from municipalities, the State of Colorado, and the Federal Government. INTERNAL SERVICE FUND Funds used to account for the financing of goods or services provided by one department to another department on a cost reimbursement basis, for example, the Printing and Supply Fund and the Computer Services Fund. LINE-ITEM BUDGET A budget that lists each expenditure category(salary, materials, telephone service, travel, etc.)separately, along with the dollar amount budgeted for each specified category. MANDATE Any responsibility, action or procedure that is imposed by one sphere of government on another through constitutional, legislative, administrative, executive, or judicial action as a direct order or that is required as a condition of aid. MILL LEVY(TAX RATE) Rate applied to assessed valuation to determine proeprty taxes. A mill is 1/10th of a penny, or$1.00 of tax for each $1,000 of assessed valuation. MODIFIED ACCRUAL BASIS The accrual basis of accounting adapted to the governmental fund type Spending Measurement Focus. Under it, revenues are recognized when they become both "measurable" and "available to finance expenditures of the current period". Expenditures are recognized when the related fund liability is incurred except for: (1) inventories of materials and supplies which may be considered expenditures either when purchased or when used; (2) prepaid insurance and similar items which need not be reported; (3) accumulated unpaid vacation, sick pay, and other employee benefit amounts which need not be recognized in the current period, but for which larger-than-normal accumulations must be disclosed in the notes to the financial statements; 454 (4) interest on special assessment indebtedness which may be recorded when due rather than accrued, if approximately offset by interest earnings on special assessment levies; and (5) principal and interest on long-term debt which are generally recognized when due. All governmental funds and Expendable Trust Funds are accounted for using the modified accrual basis of accounting. NET BUDGET The net budget eliminates double-counting in the budget, such as fund transfers, and thus represents the true level of programmed spending in the budget. NON-DEPARTMENTAL A category established to account for expenses not associated with any specific department, but all departments or many, within a fund. OBJECT As used in expenditure classification, this term applies to the article purchased or the service obtained (as distinguished from the results obtained from expenditures). Examples are personal services,contractual services,materials,and supplies. OPERATING BUDGET Plans of current expenditures and the proposed means of financing them. The annual operating budget (or, in the case of some state governments, the biennial operating budget) is the primary means by which most of the financing acquisition, spending, and service delivery activities of a government are controlled. The use of annual operating budgets is usually required by law. Even where not required by law, however, annual operating budgets are essential to sound financial management and should be adopted by every government. OPERATING EXPENSES Proprietary fund expenses which are directly related to the fund's primary service activities. OPERATING GRANTS Grants which are restricted by the grantor to operating purposes or which may be used for either capital or operating purposes at the discretion of the grantee. OPERATING INCOME The excess of proprietary fund operating revenues over operating expenses. 455 OPERATING TRANSFER Routine and/or recurring transfers of assets between funds. ORGANIZATIONAL UNIT A responsibility center within a government. ORGANIZATION UNIT CLASSIFICATION Expenditure classification according to responsibility centers within a government's organization structure. Classification of expenditures by organization unit is essential to fixing stewardship responsibility for individual government resources. OVERHEAD Those elements of cost necessary in the production of an article or the performance of a service which are of such a nature that the amount applicable to the product or service cannot be determined accurately or readily. Usually they relate to those objects of expenditure which do not become an integral part of the finished product or service such as rent, heat, light, supplies, management, supervision, etc. PROGRAM An organized set of related work activities which are directed toward a common purpose or goal and represent a well defined expenditure of county resources. PROGRAM BUDGET A budget wherein expenditures are based primarily on programs of work and secondarily on character and object class. A program budget is a transitional type of budget between the traditional character and object class budget, on the one hand, and the performance budget, on the other. REIMBURSEMENTS (1) Repayments of amounts remitted on behalf of another party. (2) Interfund transactions which constitute reimbursements of a fund for expenditures or expenses initially made from it which are properly applicable to another fund -- e.g., an expenditure properly chargeable to a Special Revenue Fund was initially made from the General Fund, which is subsequently reimbursed. They are recorded as expenditures or expenses (as appropriate) in the reimbursing fund and as reductions of the expenditure or expense in the fund that is reimbursed. RESERVE (1) An account used to earmark a portion of fund balance to indicate that it is not appropriate for expenditure. 456 (2) An account used to earmark a portion of fund equity as legally segregated for a specific future use. RESIDUAL EQUITY TRANSFER Non-recurring or non-routine transfers of assets between funds. REVENUES (1) Increases in governmental fund type net current assets from other than expenditure refunds and residual equity transfers. Under NCGA Statement 1, general long-term debt proceeds and operating transfers-in are classified as "other financing sources" rather than revenues. (2) Increases in proprietary fund type net total assets from other than expense refunds, capital contributions, and residual equity transfers. Under NCGA Statement 1, operating transfers-in are classified separately from revenues. SOURCE OF REVENUE Revenues are classified according to their source or point of origin. SUBACTIVITY A specific line of work performed in carrying out a governmental activity. For example, "cleaning luminaries" and "replacing defective street lamps"would be subactivities under the activity of"street light maintenance". SUBFUNCTION A grouping of related activities within a particular governmental function. For example, "police" is a subfunction of the function "public safety". SURPLUS The use of the term "surplus" in governmental accounting is generally discouraged because it creates a potential for misleading inference. TABOR(TAXPAYERS BILL OF RIGHTS) An amendment to the Colorado Constitution approved by the voters in November 1992. The Taxpayers Bill of Rights has been incorporated in the State Constitution as Section 20 of Article X. The amendment limits growth in both state and local government revenue and expenditures, makes provision for annual elections,and requires voter approval for tax increases. 457 TABOR RESERVE Term applied to a reserve which is required by the TABOR Amendment. Starting in 1995 this reserve is 3%of"Fiscal Year Spending" excluding bonded debt service. This reserve is for use in declared emergencies only. TANF Temporary Assistance to Needy Families. TAXES Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. Neither does the term include charges for services rendered only to those paying such charges as,for example, sewer service charges. TAX LEVY The total amount to be raised by general property taxes. TAX RATE The amount of tax stated in terms of a unit of the tax base; for example, 25 mills per dollar of assessed valuation of taxable property. TAX RATE LIMIT The maximum rate at which a government may levy a tax. The limit may apply to taxes raised for a particular purpose, or to taxes imposed for all purposes, and may apply to a single government, to a class of governments, or to all governments operating in a particular area. Overall tax rate limits usually restrict levies for all purposes and of all governments, state and local, having jurisdiction in a given area. TAX ROLL The official list showing the amount of taxes levied against each taxpayer or property. Frequently, the tax roll and the assessment roll are combined, but even in these cases the two can be distinguished. TRADITIONAL BUDGET A term sometimes applied to the budget of a government wherein expenditures are based entirely or primarily on objects of expenditure. UNC University of Northern Colorado UNINCORPORATED COUNTY Those portions of the county that are not part of a legal entity such as a city or some towns. 458 WELL PROGRAM Wellness health program provided as a fringe benefit to employees. WORKLOAD MEASURES Specific quantitative and qualitative measures of work performed as an objective of the department. WORK PROGRAM A plan of work proposed to be done during a particular period by the administrative agency in carrying out its assigned activities. WORK UNIT A fixed quantity which will consistently measure work effort expended in the performance of an activity or the production of a commodity. NOTE: Most of the above definitions were taken from Governmental Accounting, Auditing, and Financial Reporting, MFOA, Chicago, 1980, Appendix B. pp. 53-77. 459 a:rio WilC. COLORADO 460 Hello