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HomeMy WebLinkAbout881365.tiff J L I.., SVO VW V soil SOWN ism Wit WS WOOS . IS ' 1 . 1 1 1 2 I 12. vol 111■1211 VOSS • on ill.•.121.1.•. VII SO ■1212111112•■ . .•.1.'2•.1.•. 2,11,'2,'■,'1,1,'1, III III.,. •2,2,2,2,.,.,. •2 ■ 222'22 2 2 1 2 2 2'2'2'1'2'1'2' 2222 . 22222 ■ 2222222,2 , , , , , , , , , , , , , , , , , , O INOVISOOSSIVOVIVOOS ,/,2,■ 2 2 / 2 ■,1,1,2,■ 2 2 2 2 2,2,2, ■'■.■ 211 . '2.21212' 21 . 21 2'222 11 2 {, ■ 2222 2r i. . . eel. r, 2222 ,l, ,,, ere 21211 •1•■■212■ 112'1 ■▪1■'I li III IVY . ell its 1 •1.1.2'■1 ■'2.2 2;2;2,2,2,2,2,2;2;2;2;2;2,2,2,2,2,2;2;2 CAPITAL FUNDS it Ile III ISISS ■,2,2,2,.,■, .':•:''''1'•'1'''':1:'. 2•:':1:': 'r'2 lel% 1':12.1'■ ISSO'1'1.1'1':• 1 •1'.'.'2'1'1 '2' ' ' ' ' ' rN sit '122 . 1 ■' ' ' ' ' '■ 1 • 212 ■ ■ .'.'■'1121.'.' 1.'.1.1.' ' ' . . 2 1'2'2'■'1'111'1.2.1'2'.'1'1'2'■'.'1'2'2 ■'•'■'1'2'2'21111.■.2.2'2'2'2.2'1'2'212 ,1,1, , , , , , 1 1 1 1 1 1 1 11121,1, ::': .2I 2 1■1''7 ':':':':' 1, I:s:m 1.111 '1'2'.'1' 1 2 1 .'■'. ..l lit '2'211.2' 11 IV ill 2 1 i2 {I SISSO 2{ 2 2 2,2,2 u. ,1,1,1,1, . 1,2,1 ■111■ 1 2 2 / 1.1.111121■ I ■ 2 12.'2.1 11••••121.1'2.11212'1'2.1'1 . 1.11' ' '21. rs a , 31 ,, 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 1988 - 1992 is presented in this section and relates to the specifics of the 1988 capital project budgets. The Capital Expenditures fund accounts for various capital improvement projects on County buildings. The program is funded at $1,831,673 with the sources being property tax ($552,000) , SOT ($38,640) , and carry-over fund balance ($1,261,033) from the sale of the Health Building. Projects anticipated include site development of the North County Complex ($760,000) , construction of the HRD building ($800,000) , special projects ($88,552) , and the remainder earmarked as a $183,121 reserve for the Phase III of the Jail in 1988-89 and future jail construction on the North County site. The added funding comes from the hospital capital amount no longer required by NCMC. The 1988 Capital budget will impact the operating budget in the following manner. The jail modifications will increase the work release bed capacity by 30 beds. With the Sheriff's policy of making the work release program self-sufficient with fees from inmates, the gross budget should go up in 1989 between $50,000 and $60,000, but net County cost should not increase. The reserve for a correctional facility accumulated from 1988 - 1992 will not have an impact on the operational budget. Construction of a new correctional facility would not take place until the mid-1990's. At that time, depending on the capacity and design of the facility, it could significantly impact the operational budget. This impact should be anticipated and planned for in the early 1990's. The development of the North site will have minimum impact on operating costa in 1988. However, the five year capital plan timeframe will provide a number of economies and efficiencies by consolidating the Road and Bridge operation. The consolidation will allow the closure of three old high upkeep sites. Management and coordination of the operation will be much enhanced with the operation supervised and functioning from one central location. The central storage function will allow improved inventory control and management. All of the operating costs for the Human Resources building will impact budget year 1989 when the building opens. These costs will all be borne by the State and Federal programs operating out of the building, so no local costs will be incurred. As one examines the other capital projects in the five year plan, no operational impacts are projected. The remainder are maintenance type projects of existing facilities or Court projects. Under Colorado law, the operational costs of Court operations are a state financial obligation. County government simply provides the facility and maintains it. The special projects are primarily cosmetic enhancements to buildings that will not impact operating costs, but will improve appearance of the buildings involved. -211- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME:NORTH COLORADO MEDICAL CENTER BUDGET UNIT TITLE AND NUMBER: Hospital Capital -- 31-1944 DEPARTMENT DESCRIPTION: Mill levy to fund capital improvement of North Colorado Medical Center. Maximum mill levy is 3 mills. ACTUAL BUDGETED REQUESTED I APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services/Supplies $ -0- $ -0- Capital/Credits Gross County Cost Revenue Net County Cost $ -0- $ -0- Budget Positions SUMMARY OF CHANGES: The Hospital has not requested any capital funds for the last two years and does not anticipate any requests in the future. The resources formerly budgeted here have been transferred to the Capital Expenditure Fund. OBJECTIVES: n/a WORKLOAD MEASURES ACTUAL ESTIMATED PROJECTED LAST FY CURRENT FY NEXT FY n/a FINANCE/ADMINISTRATIVE RECOMMENDATION: n/a BOARD ACTION: No change. -212- I 010 0 aHao 00I � � o� 0I 0I 0I 0 II < 0 00 N CO O Z pi O M M N. N. Le. in in in 4- 44 W 49- 4) N 4} W .7 .7 0 0 I 0 0 I I I 00 0 0 0 0 0 Z W CO 0 I '0 '0I I o 00 � W U CO N CO 0 ON a a ' ti UCI, en In en M 0 U W C4 44 — 43 4- 49- 4- 49- if a a W w at a •-• i (a, 0 I I I 0 ON Z FN ^ 0 I .7 .Y I I I I -a F NCO ON a H W .C-, U, CO N. N. 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Z pa en en en N D F CO 00 Pr. pa 49- 49-I a w en en Q n n • z o 61 Z W co hl c0 a 0 Z x a 1- r-- 0 0 F n N 6 U .:w . 1 C4 it H en cn Z n F a F %o 'a cn F y coa w a4 a m 0 a a C U'— I� N x 04 1:21 w CO as F .. o C F r F w x a w v� 0 ON x in Z F F a at Cu Z E-' t in n .. E F ZT CC n en 0w F ru — 01 N en F co cn X it a X aJ W D q W U — aT 7 z rn w .. PO F w 'a W 0 C4 en en 7 X 6 01 r �o 03 a w W, C F 'a a a Fl ad W M yr as �7 H z D. H W Q W cn 7 cn W 0 C g U U FD CO H Al z a w o z o ri r H a w .4 a a CO C 7 W Y! H P. g 0 a F Y C .i F-1 el U Ii PW.. 0 d 'J N k 0 w W W W F -K F a Z X a U w a% O X 6 U i I en -214- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME:CAPITAL EXPENDITURES BUDGET UNIT TITLE AND NUMBER: Capital Expenditures -- 34-1944 29-1-301 (1.2)DEPARTMENT DESApril 5, 1984.O F rmerly Public Worksted pital projects for general county use.- County Buildings Fund (Funda33), in accordance with CRS RESOURCES ACTUAL BUDGETED REQUESTED I APPROVED LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services/Supplies Capital/Credits $ 981,830 $ 277,491 $1,770,633 Gross County Cost 981,830 $1,831,673 277,491 1,770,633 1,831,673 Revenue/Fund Bal. 434,058 18,445 1,238,633 1,299,673 Net County Cost $ 547,772 $ 259,046 $ 532,000 Budget Positions $ 532,000 SUMMARY OF CHANGES: The Capital Expenditure Fund is funded at $1,831,673 with the sources being property tax($532,000), SOT ($38,640) , carry-over fund balance and anticipated include site development of,261,033) o the m hNorth e eCount of yeComplex lth Building. Projects 000) special y n ($760,000) , construction d of the HRD building ($800 projects ($88,552-) ,andd the remainder earmarked as a '$183,121 reserve for the Phase III of the Jail in 1988-89 and future jail construc- tio1n1poonn the North County site. The added funding comes from the hospital capital amount OSJEc:11vES;required by NCMC. n/a WORKLOAD MEASURES ACTUAL ESTIMATED PROJECTED LAST FY CURRENT FY NEXT FY n/a FINANCE/ADMINISTRATIVE RECOMMENDATION: Budget reflects the 1988 funding level of the Proposed Long Range Capital Plan for 1988-1992. The actual plan is on the pages immediately following. Recommend adoption'of the Proposed Long Range Capital Plan for 1988-1992 . The only consideration for funding is the 1988 portion of the plan. The remaining years are policy direction for planning purposes. The plan should be reviewed annually by the then current Board for appropriate amendments. It is recommended that the special projects requested be screened and only critical and cost effective ones be approved. The attached list itemizes them. -215- BUDGET UNIT SUMMARY (CONTINUED) AGENCY/DEPARTMENT NAME: CAPITAL EXPENDITURES BUDGET UNIT TITLE AND NUMBER: Capital Expenditures 34-1944 BOARD ACTION: The Board reduced special projects to S88,552 and shifted resources totalling $760,000 from the jail to the North Site to match a Federal EDA grant to accomplish site improvements. -216- WELD COUNTY LONG RANGE CAPITAL PROJECTS FIVE-YEAR PLAN 1988 - 1992 Presented By: Donald D. Warden, Director Finance and Administration September, 1987 -217- LONG RANGE CAPITAL PROJECTS FIVE YEAR PLAN 1988 - 1992 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 projects for 1988 - 1992. 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. 1988 - 1992 Five-year Plan 4. 1988 Budgetary Impact The Section on financing recommends a program for financing 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 1988 - 1991 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 1988 budget for the capital construction program. It provides specific detail regarding each recommended project and the impact on the 1988 county budget. -218- FINANCING ALTERNATIVES -219- FINANCING Overview: There are a number of ways to finance capital improvement projects. Some of the most common methods of financing capital improvement projects 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 it's normal life rather than all at once by those who may not have the use of it for the full term. And 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 one approach. The annual available resources could be used entirely for debt service with the size of the annual resources setting the limit upon 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 fund, 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. HB 1111 passed in 1982 specifically provides for a capital improvements trust fund for capital reserves. -220- 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 5 - 10% down is a limited pay as you go policy, and assures that the voters authorizing the approval will make a cash contribution that all of the burden will not be postponed. 5. Joint financing: An ever increasing number of cities and counties are finding that there is benefit to both jurisdictions for 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 patterns, 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 preserves great flexibility to the county for future periods of economic recession or depression but not piling up large fixed charged 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. -221- 3. The debt financing approach has the advantage of permitting the cost to be spread 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. 5. During periods of rapid price rise, the time delay necessary to accumulate downpayments 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 the capital construction in the next five years 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. -222- 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's 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 twenty-four million dollars in Weld County. 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 particular 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 from between 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. -223- 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 ie Because subject tothe the constitutional and statutory provisions discussed issue of general obligation bond pledges its full faithprincipal and and credit edi agrees to levy the ad valorum taxes necessary to repay interest of the bond, they are 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 secure by pledging by full faith and credit of the issuer, may provide additional security p 8 g 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 and 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. 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 ever this is explored. 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. 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 airline and parking revenue bonds are paid for by parkers, etc. -224- 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, or 2. Reflect good debt service coverage through use of a feasibility study done by a recognized expert in the field. 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 means of financing County facilities is through 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 conclusion of the lease as 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 a promise to pay most always only from 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 7 - 10 years. Because the security underlying the lease is not good compared with conventional financing, interest rates on leases are much higher. -225- Building Authority: A building authority is a non-profit corporation which is formed generally at the prompting of the governing body of the County or local jurisdiction which also appoints the Board of Directors of the corporation. The directors usually are elected officials, employees, or other public spirited citizens. The building authority issues its own bonds to finance a facility. To achieve the same lower interest rates that the 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 that the authority's bonds are issued on behalf of a political subdivision, which is determined based upon the following factors which are 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 acquisition 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. -226- 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. 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 is presented to the Internal Revenue Service. Among other things 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. : 1 As corporate bonds, as opposed to purely municipal 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. -227- 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. Summary of Steps and Timetable The steps involved in this financing and the timetable for accomplishing these steps are as follows: Step Approximate Dates 1. Receipt of proposals, decision to proceed. Retention of under- writer S counsel. 3 weeks 2. Incorporation process 2 months 3. Contract negotiation 2 months 4. Request for revenue ruling 3 months 5. Request for S.E.C. no-action letter 4 months 6. Bond resolutions, bond closing, purchase closing 1 month The County Lease: Upon the issuance of the bonds and the purchase of the building by the building authority, the County would 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. -228- Partial Seller Financing: Depending on factors such as the seller's motivation, and whether or not 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 could carry back the balance, receiving installment sale tax benefits on the capital gains. A revenue ruling would be required but interest paid on a promissory note to the seller may also be tax exempt. The total cost, then, to the County and the building authority may be substantially lower on this basis. • -229- COMPLETED CAPITAL PROJECTS 1982 - 1987 -230- Y O 0 O 0 0 0 in 0 0 O o 0 0 0 a1 O 01 0 in o 0 c 1D o o O— C v 0o CO a a a w w O m O N in ^ o - 10 o v1 0 0 0 0 " CO -. 0 a C ... R .7 Cl 0 N ..4 O .7 -t v1 o4 u1 in .-i N. M CO 10 N N .D .t N N 0 N.4 M N. 010 C C U ena a 01 .7 .1 el10 10 01 .-s at en CoO Y Ca N N. en a a a a a a w a ., a 0 „i .' OO1 ra 01 Cl Cl .7 CA b C .--- co~ in ia. 01 a a 0 0 N CO M 10 0 a1 el 01 e ^' 0 0 N 0 0 01 0a a a a a a a u1 0 CO h .7 .- 0 01 . 04 CO IN Y O 04 U ..y 10 .-. CO o -C on N t9 .-i cs- C co d 0 N O 04 N -4- O O coa0 'n 1/40 CO r-I N 10 .7 O Oa NO CO 1- N M .'O en 0 .T YCO aa..w n4..4 0 0 ..4 1- N. .r n pw a U .-y M .7 .r 1p e4 en O .+ M d en N V} 64 . N. 03 ) Cr' . 4 .1 0 ti u1 0 N at0% 10 N 01 01 - 4 1 el 01 0 „y CO .Y CO 01 1D 1.4 in .-i I C M w CO 1p a .., d v1 .-y NCV 0% 1a 0 ) co Y 01 N. 0� in ra. In N .' in 01 Co O 01 u .' •• 6 ) '-' r1 i K 1 1 I 0 0 O O N r- 0 0 N. VI1 004 CO Y rn 0 0 en CO .-i C.Id ^-�` fV .7 '0 u1es N .-i Cl V! N O 10 CO O 10 O 1A O n 0 Mel N N .-. N 1- N 10 O O O en .-i -I N Cl Cl en 0' en 0 Co .-i w in .' 4 CO N CON N Co m O O O ollo C a7 O O O 0 Y el NOM Cl 10 .1 in 0 0 w Co .t O .' 10 N N COO 0 0 O' F .' O 01 1� 0 O CO M N' 0' .y en T .-i N O .7 10 en CO N 1� ..i 01 M Co .7 .7 M 0 K on e W14 4.1 N 0 0 X q 0 .-1 W .4 a X 'd-I N 04 O Y ii 8 al 441 M H '0'"it m W 0 .-OI 0 X w 4) U 0 W 0. .) a1 u 'U .44-I 0 X 0 0 Y • 0) Z 41 X 0 U Q Y CO N p CO W CO U W M CO C u hi q U .�0 O 0 U 0 M N 41 '. N 6 T d U O 0 d 01 44 O M a 41 p Y L 3 y-1 41 4) O a .C N Y C al 0 W 0 6 0 q 4) N al 0 -1 Y 7 O w C •p al 0 0 Y of U a 0 .1 V.1 CI) U '1 'i O O W to 4) 0)CO rn .0 0 O 0 M U 14 .C 0 w 1+ qN 0 14 $4$4 0 rx m .i 4 al 0 .0 U 3 O O 44 C . 3 +1 41 N 07 0 Ia 41 Y Y 00 ~a1 0 0 ~ 0 4) 1i* '0 0 . 0. w Y $4 H w U a .-1 '0 p0 CO u 114 4.1 u L Y gg0 0 41 0 .0 14 wean GO M M N 0 O 0 'i p 0 CO 0 C 0 0 0 0 0 14 0 0 4) O 114 Ham C9 6 07 6 .7 000 W Z O ', a o m N U x v1 00 -231- 1988 - 1992 FIVE YEAR CAPITAL PROJECTS PROGRAMS -232- I O I I I O O O O I I O O O O O O O O O O O O O en MI I O I I I O O O O I I ON O1I N O1 O O O in O ...i 1O H OO O en N O in�I n 44. I O O O I O I O O I I CT O1 I O O O O O O O O O O O en en I O O O I O I O O I I I. N..-i O1 CT OO O O Lel en OO in N N N — N ti In .r I O O O I O O O O I I O O O O O O O O O O O O O CO CO O I O O O I O O O O I I .-. — O1 O O O O O ul O in O al O u1 en Lin M N O1 6K H C7 1/4049- O a a O O1 O I I O O O O O 1 1 en N I NU N O O O O O O O O O O T NI N O1 03 O I I O O O O O I I N O1 In O �' O OO O u1 O O\ O1 O1 O O1 H OO N u1 01 N H U1 HI P I CO .I3 tR CO F O. H a ¢ U F I CO N O O O O O O O ul O O O n ¢ m4 I 1 I O I 1 I ul O O 1 O W OJ D+ co h O ko O O .-• I ON H H N 1p 1O co01 H W «r O O O O O O O O O O N N .-1 O O CO O O O O O O u1 O O O1 M O O O O O O O O u1 O O .44 1O r7 F 0 O O O 0' O T NO O O O O 1O O F D4 ('l O1 H 01 H CO H O 1O ul H v y • 4 7 q i W 03 Y O O F r1 m a o ° a m >l o v o 40 HI 3 U Y 0 0 y u C O. rl U CO CO 0 y CO 0 O 1+ .ad 01 `" H y0 ¢ m IC CO U 7 A 00 b 011 W O rl 0 m OO m d 'O .00 w a 0 ''O 0 P. O CO O k 7 P4 qi O W III O .y C a P: U Z CO y 7 N d x 14 T .~-I U 0 4 F a .H-1 .-I .-I NO 1+ O. 'O b M u w K1 41 O O' pO r1 vd OO 7 1+ tp 01 01 OO H ou C F a a ti h 0 v c0i CO O W Z 2 0O 0 O -233- 01 E+ W O u1 0 0 O W 0 0 Irj 00u100 N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 in Z 7.0 N .7 I CO ‘0 kr) s .7xou, 111/400 i 1 I I O 1 0 1 v 0., 0 .-. ^ • ^ . I in a O 0 W d M N I .1 -.1 140 -14 49- 140 K Fa 14 E Fa 1/40 0 0 Csi c0 Ln0 00v10 .1 CO 1 1 1 1 0 11 O 1 1 00 1 0 1 1 0 CO OZ Z CO ul O .7 t\ O c0 O O v1 O O N 0 0 0 0 0 0 0 0 0000000 00 N vN .1 7. c0 +co `O in .1 .1 O w I 11101101 I 1 0 v1 1 0 1 1 v1 c0 -Co .7 "4 .1 .r can .r .-. f0�1 — v .-- .1 WI e..) on W K Q yg 0 W InOO N O .no 00010 .1x000000000 000000 °4 10 E. O .n o .1 1. o co 0 0 1n O 0 N 0 0 0 0 0 0 .� O 0 0 0 0 in 0 0 CO 00 CO O '0 .Y ±CO1-- ap ‘0 01 -OP .1140 ^;.1 wOko001 try 01 MOO 01010 .-I co in 0 in C.4 ti ti N ti O ...r —4 .-. 01 01 .1 ^I ti .7 .1 en cn R413. .--4 F U u 0 0 Pn w cow 44 cd 00 • 0 0 a a+ rn a w d u i ^4 1-1 C al 0 a .+6 -C U 0 m M m 0 41 4 a 0. .i aM N H 0a .4 a u 0 0 m al 0.w i+ M .i u O o i4-1u 0 M 00 , U mq a w gg .ai u > 0 C w 3 m .O O 0 W o. u '0 m m o u o u w o ,ai m a u a im+ o° u 1"1 W CO 0 4.1 044 01 0 .x 04 14 H M M 0 a. 00H 7 > 00 'a O a W M CO 1.4 iJ M 141 0 0 O 'd 0 4.1 N0 -I-I M .C 0 M Cl m .1 m 0> J 8 r 0 u M -1 00 U>, '. W M 3 M '01 ^ mM 0 0 I 11 4100141 .01 : C F, O w >> m k 7 0 0 0 x0 O CO m m1 1401 M a 0 0 1+ O 7 .0 al Y > Y 4.1 .1G a U CO*i O U O > 0. 7 U 141 W ._. U .-I m 0 M 0 L m > y w C1 a 0 0 7 rl m Y y Y >> y .b-I u M 3 CO 0 +.1 u ~00 u 0 01 r1 >> 00 a. c0 X .i m N Y E+ O M i+ i+ a u a m M m CO 00 0 X O 41 7 Q U •0.4 41ail u N 'Cl O Y M .C U rl M >> M iJ to Y 3 14 >. 1+ a k Oil 0 41 M m u 141 al 41 141 Y Y 0 M .M 4 .'7 m M 147 L m m .i CO m M U Y > u 01 q 0 CO y 141 I.1 CO 0 '•] 0 la.1-1 41 0 0 rl O 0. M 0. 141 0 0 0. al 0..i 141 x 0 0 00 0. 0. a 'a 141 10 0 0 r1 kilt o u M b U M m 114 > ri WO > 6 M r1 1+ rl 8 al M 3 M m r1 m 3 A m K, m CO 'O 'O M 141 M O CO L m 0 141 r1 14 al� m 41 M m N m al m 1+ m .C O u W w0C6wv+ a T. ozos0. vJ Fa x 04 0 C.1 01 04 x4 aZ O =I 0. v+ a [n M P-1 M 0 141 0. m u m a 41 0001 O v 10 at 1 Ural 0 ":1 .0 41 wf m 141 'a 114 m al al 0 .i > m m al 01 C 141 141 141 01 0) Z m 0 H Milk a a Clm m CC CO 00100103414103001 41 4141 4141 CO 00 W ri rl O 04400 y 0 0 0 0 0p 0 0 0 0 0 0 00 011-. 0 0 0 C4 .0 L •L .dw L 4J .C .C .C M r1 .C .C .C .C a .i .C .C dC C .1 CCw CC C M m 0 JJ Y ,M 41 Y m L Y Y 41 m m i+ L i+ Y 11 L N ..i i! JJ i.1 WC 1+ 1+ '0 '0 H .0 A 1i 11 M M 0 M M M M M Y M M M M M W 1+ M M M M i+ 0000 .0 $4 0 10+ 0 0 rmi 00 W 00000000000 C.1007 04400400 m 0 0 UUK, cav7w wU U0U W 07000 UUO C.) QC) 00 UUv7UU 0 -234- RESOURCE CAPACITY ***************** FUNDING SOURCES ***************** CASH FLOW ANALYSIS -235- PUBLIC WORKS CAPITAL FUND RESOURCE CAPACITY 1988 - 1992 PROPERTY TAX SOT TOTAL 1988 $ 532,000 $ 38,640 $ 570,640 1989 579,600 40,572 620,172 1990 608,580 42,600 651,180 1991 639,009 44,730 683,739 1992 670,960 46,970 717,930 -236- CASH FLOW ANALYSIS CASH REVENUES EXPENDITURES RESOURCES BEGINNING ENDING FUND CAPITAL FUND BALANCE FUND CONSTRUCTION BALANCE 1988 $1,261,033 $ 570,640 $1,831,673 $ -0- 1989 -0- 620,172 259,172 361 ,000 1990 361,000 651,180 190,180 822,000 1991 822,000 683,739 222,739 1,283,000 1992 1,283,000 717,930 256,930 1 ,744,000 -237- JAIL MODIFICATION Existing Situation: The Weld County jail was experiencing limitations on its capacity to handle the number of inmates being detained. As a result a jail task force was appointed by the Board to study the jail capacity and jail program. A jail consultant and architect was engaged to study the facility. Proposed Solution: Based upon the Jail Task Force Recommendation issued in June, 1984, it was recommended that the jail be remodeled in two phases. The first phase cost $781,000 in 1985-86, and the second phase is estimated to cost $300,000 in 1988-89. Financing: It is recommended that the remaining renovation costs of approximately $300,000 be reserved on a cash basis out of the 1988-89 budgets. Actual payment would be done in 1988-89. -238- COURTHOUSE AND ANNEX Existing Situation: The Weld County Courthouse is an old facility that has undergone a great deal of renovation in the last few years in order to maintain the structure and accommodate the contemporary space needs that it houses. The Courthouse has had rewiring, plumbing corrections, energy efficient measures, new elevator installed, painting, and renovation of the exterior. In 1986 a major renovation was accomplished at slightly under $500,000, as well as, adding an annex building across the street with an additional 7,000 sq. ft. Even with the major renovation it is anticipated over the next five year period that additional courtrooms will be required to accommodate either new judges or referees, as well as, the restructuring of support functions. Proposed Solution: In analyzing the situation at the Courthouse, it must be appreciated that the basic maintenance or major maintenance needs to continue in order to retain the Courthouse as .a viable facility. This maintenance will be required on a continual basis over the next few years in order to correct basic deficiencies caused by age. In addition, the county must be in a position to accommodate future court expansion of that facility to avoid the ultimate outlay of an additional facility. It is proposed that $160,000 be budgeted in 1990-91 in the Capital Projects Plan to accommodate the renovation of the Courthouse and Annex for courtrooms and reorganization of space for support functions. In addition, there are funds provided over the five year period for basic maintenance such as carpet. Financinim It is recommended that in the Long Range Plan that $160,000 be budgeted in 1990-91 to accommodate the courthouse renovation and furnishings. -239- ROAD BUILDING/WAREHOUSE Existing Situation: In 1982, the county acquired property on 11th Avenue to become the site for all Road and Bridge functions. The site, as purchased, included an office area, shop, and one adjacent building. It is proposed that this site be developed to become the Road and Bridge Headquarters to house all Road and Bridge operations and storage facilities for the county. In 1987 the adjacent 160 acres were purchased for added gravel mining and building/ storage area. Weld County's Road and Bridge operations are currently spread out at three branch locations in Johnstown, Ault and LaSalle. Certain efficiencies could be achieved by having a central location of all Road and Bridge functions which would enhance the management control and effectiveness of the Road and Bridge Department. In addition, the county currently does not have adequate facilities for central warehousing for all office supplies, maintenance parts for Buildings and Grounds, parts and supplies for garage operations, and other general storage requirements for the Road and Bridge operation. As a result of this, the benefits of volume buying and inventory control cannot be practically taken advantage of by Weld County due to the lack of the proper warehouse area and warehouse function. Proposed Solution: It is proposed that the 11th Avenue Road and Bridge Headquarters site be developed into a centralized Road and Bridge area. It is proposed that a facility be developed that would provide adequate garage area, warehouse area, and adequate fenced parking for all county equipment. If a facility of this nature can be developed by the county, it would mean that the three outlying shops could be eliminated. A warehouse facility would enable Weld County to develop a proper supply and warehouse function and also free some space in the Centennial Complex for further expansion to cope with the growth pressures the Centennial Complex is experiencing. It is proposed that the development of this site be done in 1988-89. In addition to the current facilities located at the 11th Avenue site, it is proposed that in 1987-88 a site plan be developed that would encompass all of the above functions. Financing: It is recommended that the county utilize current funding. -240- GRADER SHEDS Existing Situation: The county currently has 18 grader sheds throughout Weld County, to accommodate the road maintenance function in all sectors of the county. The grader sheds are in various conditions, ranging from good to need for replacement. Five have recently been replaced, Nunn (1981) , Gwonda (1982) , Vim (1983) , Mead (1985) , Rockport (1986) , Riowa (1987) , and Severance (1987) . Replacement order is as follows: Keenesburg (1989) , Gilcrest (1990) , and Reota (1992) . Proposed Solution: An analysis of existing grader sheds has been done to determine 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 there be attention given to those sheds that need to have maintenance or major improvements done to them. Where necessary, replacement sheds have been identified. Financing: It is recommended that the county budget $90,000 per year over the next four years to construct, maintain, and upgrade the numerous grader sheds throughout the county. The funding mechanism should be a pay as you go function out of the Capital Projects Fund. -241- ENERGY EFFICIENCY Existing Situation: With the rise of utility costs and the energy crisis, it is essential that Weld County continue to be in a position to properly respond to the energy conservation programs that will be required during the next few years. Much has already been done in the area of energy efficiencies, and efforts on a smaller scale must continue. Proposed Solution: In order to avoid high energy and utility costs in county buildings, it is suggested that the county continue to identify energy conservation opportunities in all county facilities that are owned and continue to take corrective action to make county facilities as energy-efficient as possible. The cost of this particular capital project could be recovered substantially in a few years due to the pay back in energy savings. Financing: It is recommended that the county budget nothing in 1988 and $5,000 per year thereafter for the energy efficiency program. Where cost effective payback opportunities exist, additional funds should be considered with offsets to the operating utility budgets impacted. -242- NORTH WELD COUNTY COMPLEX Existing Situation: In 1987 Weld County acquired 160 acres located in the Southwest corner of "0" Street and North 11th Avenue in Greeley, adjacent to the existing Road and Bridge Headquarters. Funds for the property came from the sale of the Health Building. Proposed Solution: The property will serve as a large enough area to allow for future County facilities to be consolidated in one area. Immediately the utilities and site improvement will be developed in 1988 at an estimated cost of $760,000. The first facility will be a 12,000 square foot building for HRD ($800,000) . Ultimately 50-60 acres can be developed for building and storage sites and approximately 100 acres can be mined for gravel and reclaimed in an attractive way. The new correctional facility will be located on this site. With the site being adjacent to the existing Road and Bridge Headquarters future Road and Bridge building and storage needs can be accommodated to the north of existing headquarters site. A portion of the property could be made available for commercial development and be offered at no cost or low cost to private parties for an economic development incentive. A PUD will be developed for land use purposes in 1988. Financing: Funds from the sale of the Health Building ($1,710,000) will be used to develop this site and the initial facilities. In addition, a grant under the Public Works Act of 1965 will be applied for to provide some assistance for utility extensions to the site and site development. Future years funds development are programmed into the long-range plan under the specific projects, specifically correction facility ($1,900,000) and warehouse ($200,000) . -243- MISCELLANEOUS PROJECTS Existing Situation: Each year in the county there are several small projects to update or renovate county facilities, provide for new county programs, remodel to accommodate changing programs or meet new legal standards. An approach to provide miscellaneous funds of this nature can assist the county in avoiding the postponing of remodeling of facilities that will avoid cost or delay potential savings to the county and the taxpayers. In addition, an approach like this 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 $20,000 per year in the Long Range Capital Projects Plan be set aside for such projects. Financing: It is recommended that the county budget $66,633 in 1987 and $20,000 per year thereafter for small projects. In addition, specific funds for carpet replacement are suggested as follows: 1988 ($20,000) , and 1989 ($20,000) . -244- 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 that the county proceed very cautiously and very conservatively in the area of financing. In order 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 that 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 1992. The primary reserve would be for a future correctional facility or other facilities at the North County Complex. Proposed Solution: Budget any carry-over amount each year as 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 1992. Financing: It is recommended that the county budget fund balance carry-overs in the capital fund each year as a contingency. -245- MISCELLANEOUS FUNDS -246- 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 enhancements that will insure the safety of the Airport operation. If it is the decision of the Board to continue to participate in the joint funding of the Airport facility 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. Proposed Solution: In the Long Range Capital Projects Plan from 1988 $25,000 is included to accommodate capital improvements at the Weld County Airport. Should funding be provided it should be for projects that have the emphasis of being safety features and other essential enhancements for the current operation. Financing: Funding of $25,000 is included in the budget for 1988. -247- 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 $140,000 per year. The funds will have to 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) . Proposed Solution: The Board has the option to use the funds in the following ways: 1. Maintain and improve Island Grove. 2. Maintain and improve Missile Site park. 3. Participate in the performing arts center in Greeley. 4. Other project requests from throughout the County. Policy issue. -248- ISLAND GROVE Existing Situation: Weld County and the City of Greeley currently have certain joint ventures and commitments to develop the Island Grove 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 it is the determination of the Board of County Commissioners to continue to participate in the development of the Island Grove facility, it is recommended that Conservation Trust Funds from the lottery be used. Financing: It is recommended that the county finance any Island Grove enhancements with Conservation Trust Funds resulting from the lottery. -249- COLORADO J L• 4t:t: : ti (: L:t: 1 s % I; SI el IC\ VI II "Its.? EE 2: • a / --- -- -------------- --- i ; PROPRIETARY fi FUNDS a I \ \ ‘ ‘ ‘ S ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ IMI e r‘i: i kill II ,,, il I 7 ... pi ...../ ot M :, , -, r 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 to third party payors primarily. MOTOR VEHICLE FUND; The Motor Vehicle Fund accounts for the revenue and costs generated by equipment and vehicles rented to the Road and Bridge Fund and to various departments of other County funds. The gross operating budget amounts to $2,493, 128 in 1988 with $970,866 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 $1,072,000 for 1988. Depreciation is up to $956,530 versus $926,663 due to new equipment acquisitions. PRINTING AND SUPPLY FUND: Printing and Supply provides printing services and the supply and store function of the County. The total budget is $155,630 with $50,000 being cost of supplies. The remaining is the printing function and the labor for mail and supply functions. COMPUTER SERVICES FUND: The Computer Services Fund accounts for all computer services provided to the County and other agencies on a cost-reimbursement basis. The gross budget is $1,963,919. In addition, $50,000 is recommended as a capital contribution to allow for mainframe computer upgrade. Total capital costs will be $382,965 in 1988. 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 $738,701 in 1988 with a property tax levy of $511 ,095. With Weld County joining CAPP July 1, 1986, the insurance program can comfortably be funded at the 1987 funding level. 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 $408,198 in Weld County. Funding is at current level and reflects no capital upgrades. -250- HEALTH INSURANCE FUND: The Health Insurance Fund is funded with no premium increase in 1988. Total revenue would be $850,200, which will adequately fund 1988 anticipated costs and still leave over $763,200 in the reserve fund. No coverage changes are anticipated. AMBULANCE FUND: The Ambulance Fund funds the emergency medical services program in Weld County. The program is primarily supported by third party payors ($939,495) and a County subsidy of $94,784. Total operating budget of $1,034,279 includes salary increases. Rates are to increase 7.5% in 1988 which is well within the inflationary trend of medical services and allows the service to move towards financial self-sufficiency in the next 3-5 years. -251- Lei .t ch crco F v c-,4 awm d0co ona a ZpDo\ c1 a en )-i H .r 01 O w at H 4n yr o C+1 7 r--- OD -. CO CM qF mr. O 7. W a0a a a ; W C° N. d N po+ Hrn H p .-i 01 O O CO U .-- W a rr 49- Z O Gt d M d r` Z F >4 c+1 CO O n p H ZO1 .+ 01 H W E-I 44 W CY. .. a. O w a --i p p W U +? tR CO z w H a W 6CC CV CO 0 P a a W v o Oin a d D+ 10 CO p c0 10 o 'O w F a o1 CV H c'1 44 CO 00 H CO H al F O o1 ix a z w .-, as- a- 17.3 w a d c.3 z 2z z z w d p W a co co H p a a at c4 w z z d w m d w W a O W O 'o Z a rC d ♦+ O a o O 1-1A l p Cl) o. o Pc 'ma rh c E 6z U 0 6 w D m O F W W O O a a U F n Cl F CV n Z al m en O at I 9 CD I I U p 00 4:10 dz C-+ O CV O O O VD VD -252- ch o, r7 w CO AC Ngi N Z qqOO, en en a H a .-r O 0 W O1 --i ., err err a w N- n . 2 0al Z w co 0 0 H CO X X O, .--N N , -. O O ^ 0 0 U w - H a 44 44 F aZ 0 0 Z rn F w co 0 w04 w x 114 14 0 0 w PC ., .. a w F co H 04 H rz 0 < 0 0 w w 0 W Z F y+ u1 it, a w W W F-4 z co en en H w ^ el rn CO CO r:4W x m w0 H w 0 err *4 7 H w w O 0 0 w I I .4 n.., 0 iI H RS a% 2 W 0 0 H C H C C w .] e? err 7 P:1 X ti w cn -C H PG a 7 `1 0H H 7 H 0 w 7 R w0 w H u H 0 w = a M H w 9 H zx 0 0 WWi I C 7 -253- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: AMBULANCE BUDGET UNIT TITLE AND NUMBER: Ambulance -- 60-2160 DEPARTMENT DESCRIPTION: Ambulances maintained by the County are housed at North Colorado Medical Center ort tand Ft.he emergencynroom.Ambulance ambulancefservicenhandles medical technicians emergency s and routiney to ambulance calls C for assignments fothe County. ACTUAL. BUDGETED REQUESTED APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel $ 631,128 $ 670,108 $ 667, 108 Services/Supplies 188,506 316,989 342,171 Capital/Credits 30,000 25,000 25,000 Gross County Cost 849,634 1,012,097 1,034,279 Revenue 826,462 1,012,097 1,034,279 Net County Cost S 23,172 $ -0- $ -0- Budget Positions 22 22 22 SUMMARY OF CHANGES: Budget reflects average 3% salary increase for all employees, with the paramedics up 5.5% and no increase for EMT positions. Budget reflects organizational structure with NCMC including contract of $15,000. Equipment is down $5x000 to $25,000. County subsidy of $94,784 is included. Motor pool is up $13,360 and a new ambulance is budgeted in IGA-Motor Pool. Other miscellaneous line items are up slightly. Revenue projection is based upon a 7.5% rate increase. OBJECTIVES: 1) Continue to move towards the ambulance service becoming self-sufficient. 2) Provide emergency medical care to the citizens of Weld County. ACTUAL ESTIMATED PROJECTED WORKLOAD MEASURES LAST FY CURRENT FY NEXT FY Emergency Transports 2,981 3,002 3,032 Routine Transports 546 595 600 Dry Runs 1,274 1,152 1,164 Special Events 34 35 36 Total Calls for Service 4,835 4,784 4,831 FINANCE/ADMINISTRATIVE RECOMMENDATION: Budget is in the form of an enterprise fund and reflects the goals the County established to move towards the ambulance being self- sufficient in 3-5 years. Concur with salary increase of 5.5% for paramedics and -0- for EMT positions due to market. Progress has been made in moving towards staffing of each shift with 4 paramedics and 2 EMT's. Rate increase of 5% will allow movement toward self-sufficiency and is within inflationary factor of medical care in area. County subsidy is in-kind of $94,784 for 1988. Recommend approval. -254- SULGST UNIT SUMMARY (CONTINUED) AGENCY/DEPARTMENT NAME: AMBULANCE BUDGET UNIT TITLE AND NUMBER: Ambulance -- 60-2160 BOARD ACTION: Board approved a 7.5% rate increase to cover the added computer services costs of $24,858 and phone costs of $324. • -255- I O O I o CO O M CM O O 04 I ul in I CC O m4 wcO 6 CD OD '.o 'o n E O E rn tn —0 , a ^-- N IA- W CD 1 O .. 1 O M CDz w w • I til IoM M ' w O ao MO o co ui E 2T V1N N 0 Om vl ma VD O W W — N a — .t a: ww 0c' 0 '0 v C >+ A I .. I . .7 Y ^ Z F W a N '0 co a, W 00 ad - O� ul 441 D w ] ma N ] w z o w y a w 0 a O w PS C7u1Y0 Cm CM O N N O O N IM t-7 0 00 M N N M 01 a 00 .7 00 N .-1 00 •D u1 Cr) 11L Pi a CO 0 O "I CO M ti N 6 0 a\ W ,-r N O ^' 44 40, F P+ O C4 S Z I S D z w 0 H Q O a C4 O 0 o w a a 4.1 £ co i O 0 0 Cl) •+ 6 cn w ti w H CJ 0 w ulaCD 41CI C w W O O u a o z xayow N .r u1O N ... F N N v .7 ti z x ka co co to cal D w cn M M M M M o PO E — I — ,ti C.) 00000 6 Z 00000 00000 IIIII .y .-- .r .ti .r M YO VD VD VD -256- OO G NI F — .N. I-1 W CO z • rn o en H .-4 a d O4 PI N N Iv, d, Y 'p • 0 0 O A 0 'O c1 W N. .. 0 D � ' 7 en en �N M '. Z rC4 N a Z CT c 0 No N. a N. m w a NI N C a 4 V 0 G to N a CO .1 a c0 .-I ,a F .r N. u u 3 co W Eel en a s as h A W W W N. r. ..1 .-I O 7 a a .. �; v cr 1.1 G Z N N d H 0.W O O W F -49- Y} '0 u rn PI .. F-a WPG W 0 a A A 6 i• NWF W CO W co u O 2 F p+ rn rn O • W 6 0 a 0. F 7 0O OO' T ON M N N -.5 .7 CO F M X W ] N N 0 W R.7 0 4 4,- W d O rn 14 0 0 y 0 .. u NI 0 0 Pi '0 `0 M W 0 W 6 0` O'en C C of F ct >' F a: ON co '0 � 0 6 U 0 d .. N N yy a N N Q en z K ISON o 0 .X. .-I .0 0 ~ a A 0 N Y C/3O W t+ W19 a Y ,0-I WO Z 00 Z M 0 W R7 M 0 0 z0H 1.I 0 F 0 0 MNI Z m 0.0 CO 7 0 0 P. ►1 a F el NI A Y 43 FI H W al E W O F 7 F O Z a N oW 0 V E ON I 6 z 0 -257- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: Is - MOTOR POOL. BUDGET UNIT TITLE AND NUMBER: Motor Pool Administration -- 61-9020 DEPARTMENT DESCRIPTION: Centralized motor pool support for Weld County. Contract for fleet maintenance is included in this budget unit. ACTUAL BUDGETED REQUESTED APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services/Supplies $2,264,597 $2,494,981 $2,477,371 $2,493,128 Capital/Credits Gross County Cost 2,264,597 2,494,981 2,477,371 2;493,128 Revenue 2,229,891 2,593,446 2,605,671 2,601,028 Net County Cost $ 34,706 $ (98,465) $ (128,300) $ (107,900) Budget Positions SUMMARY OF CHANGES: Change to reflect ARA's contract of $1,072,000 for 87-88. Reduce cost of goods sold ($25,000) , and motor pool($33,150) ; increase of utilities ($1,000) , and additional budget for 1988 for phones ($1,656), and buildings & grounds ($3,225) . On the revenue side, depreciation is up ($29,738) and charges for contract service down ($37,229) for a net decrease of $17,610. OBJECTIVES: 1) Maintain County fleet through contract services with ARA 2) Monitor ARA compliance to maintenance contract ACTUAL ESTIMATED PROJECTED WORKLOAD MEASURES LAST FY CURRENT FY NEXT FY Number of vehicles maintained 385 401 401 FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend same funding level and continuation of ARA contract. All costs of ARA contract renewal are the same, except for salaries. Salaries were increased to be competitive in the local salary market and to avoid loss of trained mechnics. Fuel is at a stable level of use and cost. Comparison of contract costs are shown on the following page: (CONTINUED ON NEXT PAGE) -258- .:U :t:= i UNIT Urvis11ns`A (CONTINUED) AGENCY/DEPARTMENT NAME: IS - MOTOR POOL BUDGET UNIT TITLE AND NUMBER: Motor Pool Administration -- 61-9020 FINANCE/ADMINISTRATIVE RECOMMENDATION: 1985 1986 1987 1988 Fleet size 351 385 401 401 Parts $ 301,000 $ 372,904 $ 500,000 $ 500,000 Payroll 293,388 334, 180 Overhead 85,000 362,750 410,000 Fee 54,036 55,100 55,000 75,000 84,028 102,000 107,000 TOTAL $ 754,388 $ 845, 148 $1,019,850 $1,072,000 BOARD ACTION: Final budget includes added costs for a new computerized fueling system ($14,581 and increased phone costs of $1,176. ) -259- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: -5 - MOTOR POOL BUDGET UNIT TITLE AND NUMBER: Motor Pool Equipment -- 61-1945 DEPARTMENT DESCRIPTION: Use of funded depreciation to acquire vehicles for county use. ACTUAL BUDGETED REQUESTED I APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY I Personnel Services/Supplies Capital/Credits $1,219,830 $ 970,866 Gross County Cost 1,219,830 970,866 Revenue Net County Cost $1,219,830 $ 970,866 Budget Positions SUMMARY OF CHANGES: See attached listing. OBJECTIVES: n/a ' ACTUAL ESTIMATED PROJECTED WORKLOAD MEASURES LAST FY CURRENT FY NEXT FY n/a FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval of purchases of $1,219,830 listed on the following page. Policy of recommended equipment replacement guide on the following pages should be continued. BOARD ACTION: Board approved purchases of $970,866. Scrapper will be purchased in 1987 instead of 1988. This accounts for the difference. -260- IGA EQUIPMENT Request Recommended Approved Building Inspection Compact pickup (1) $ 10,000 $ 10,000 $ 10,000 Ambulance Ambulance (1) 40,000 40,000 40,000 Sheriff Patrol Vehicles (6) 70,950 70,950 70,950 Passenger (2) 20,000 20,000 20,000 4 X 4 Transport Vehicle (1) 13,163 13,163 13,163 Building and Grounds: 1/2 Ton Pickup 10,822 10,822 10,822 Road and Bridge: See List 1,054,895 805,931 805,931 GRAND TOTAL $1,219,830 $ 970,866 $ 970,866 -261- A 0 0 0 O O O O O O O O W 0 0 0 0 0 0 0 0 0 0 0 0 HI I 0 0 0 In It) 0 0 n01 Z .a 1n 1n in en en0 in 4-4 F > .-. .-. .-i — — 0 N 4-4 ..• H (0 W vs CO e-%41 r,eN 0 0\ CO in N C•1 4 0\ N—en e-, r-• e•-• •"1 O 10 10 1n n n N 01 4---- C7 ti N N 0 Hi .r 01 01 .'r 01 01 01 01 01 CT O1 O1 01 O1 0 T 03 1 vv`. ,.....4\... .-I .. .ti u v `4 v v v v '. v y.4 '— .-i N10 N -t CO en Id CV 44-4 N en N ... p O O O O O 4-4 0 0 0 0 0 0 N N 00 H o 0 0 0 00 00 0 0 0 0 0 0 0 00 0 04 m CV CV v I N N 0- 0 0 0 0 0 0 0 0 0 CV $CO W 1n 1n crl03 V1 1n 0 0 10 00 CO CO N N N N U -0 Y X .r .-i — 44-4 r. Z 2 .r 4-40 in In .hi L/'1 ul Y1 1n u1 Y .--1 X W W A O 1- 0 0 0 0 0 0 01 N N t1 W H O1 10 CO 0 0 0 0 0 N N 10 h 0 H a as ra a w 0 0 CO ao 10 H HinV I"1 N O1 N- N 0 0 en 03 en a a 0 O 14-4 H F N n N N ... .m. .-� .-i .ti ti NF N F W 0 co F 49- H H F A Z 01 0 00 0 0 0 0 0 0 01 N N c•1 u1 0 CO F q 01 O cov 6. 0 0 0 O N N 4:11 1/40 Z 6 W0 6. aD co 1a0 en .7 F U COX CV in CV -0 n1 N 01 N- N 0 0 en M 0 in N N ra en .ti ti .v .-i .-. 0 co H ... .. N W W f14 M 4.9- Z U A H a SC 0 COco o A 6 Z U 0 O A H F 60 y M .D 0 N p O N r. M H u u N C N 0 r-1 0' 14 1+ ,d M CO N Cl 0 ti .-i CO Z M Y Y 41 14 4--II co CO 0. C > 41 u F 1-4 �N IA 0J H 3 0. W o N. u U b U h, I p rl •- 4-4 P. 00 LI it 0 41 A al at. co. 0 0 0 U S. 0 u 3 10 P•4 F 'a 41 I 0 0 d 0 d W 0 N k0 N CO N 0 H F A Z F F W WI -0 0 X ..1.4 a .a.4 I M .01 H Fen N .r .-4 .-r .-i — 0 0' F 0 0 P4 P4 0 en W cZ 441 H C441 U H U C 0 Z Z Z O x a z z Z F 6 co Z W H 1-4 Z Z 4441 CW7 FW. 1-4 H H H HI X x x x U C3 H Z G ✓ .BUJ .`0J Z Z HU' Q 6H Z F H F H F F X Z aRQ £ A X -262- A O O W O O E W N cr. N- 0 a 6 E cn W tg vs- m r-1 W M U a H d 6 he of w 1.1 W X.61 N X X PG W O W W a - C 'tO co E Ki tn O en en a a I-4 a v en o F 6 co en WO F49- 0' opdU v O W 6 d rn in •In en fr4W •F U C/1 1-4 W P a .69. m m a v G N W -I d m 00 m a a o a O -I 00 O b .a m z a o m m ei N 6 a IP4 i4 CO 01 4.1 F m H O CO al IX W .m H Ntn HI C W ?6 HI 4.1 ,M•I O RI O a cn 6 a 304 F H d F O O a w W z Z 6 •C7 z z W W H C7 Z'Z Z C)G 6 z Z U H PPP Z F -263- WELD COUNTY EQUIPMENT REPLACEMENT GUIDE ITEM TYPE HOURS OR MILES AGE (YRS) 1 . GRADERS 14,000 10 2. BULL DOZERS 14,000 10 - 15 3. FRONT LOADERS 14,000 10 - 15 4. DRAGLINES 14,000 10 - 20 5. BACKHOES 14,000 10 - 15 6. TRACTOR BACKHOES 14,000 10 - 20 7. ROCK CRUSHER 14,000 10 - 20 8. TRACTOR SCRAPERS 14,000 10 - 20 9. SEDANS 75,000 5 10. PATROL SEDANS 75,000 1 11. PICKUPS 100,000 5 12. SINGLE AXLE DUMPS (GAS) 150,000 5 - 10 13. SINGLE AXLE DUMPS (DIESEL) 250,000 10 14. TANDEM AXLE TRUCKS 250,000 10 15. TRAILERS (LARGE) 500,000 10 - 20 All other equipment to be considered on an individual basis. -264- 00 0 En w in CO 0 P-7 Z U CO o in 01 o N H 0 Ni .-. ,..., CC K 4.9- 0 CO O' 0 O F 0 O 0 z co co ��77 �U co M O en e�: O ON ON .n .7 FF0 .pa --• ,� ci Pi vs y1. z 0 x w AC 43 00 0 F ?. 0 0 0 N. E O1 F .0 n >4 H Z O, 01 v P1 ..� r-] W F W .-1 a a t °a IX I04 Z U .049 0 W O, W R: a 00 N. (J 0 [s7i 01 N N 44 VD Z CO 0 m COoo NCO .. C W 40 C o a N '0 0 01 p 93-1 o — a z H (Y. E-4 6 z Z z H • x O 0 W h F+ a d 04 I m d Ca y M al Z 14 al Z 0 CJ W I y .-I H W H z " a z >. 0 k 04 H i..7 01 0 fn w " 0 R mw N.1 V3 m WO E CI W .C N H E W' U CO ON E W —i ZZ W. .4- 0 O co I I U x7 .-. 0C Z 00 0 0 0 '0 S 10 ‘0 -265- C o M on H 'o 'o d' O CO in in ZqT in tO H P _ — H a CO or N W a0 00 Ll In in • Z 0 0 zwao H t Cr) Z 0 W O- .-r d Q U — pa P4 K N LO z H CO a0 z Ln in W W F 0 0 co Z y W a Grn a a W 0 ou Pr 41 W W IX a a H 44 H F a H a a a a w M o 0 ] ^ W i Z 6H 7+ 0 0 W Z T en en a H PI —4 pI: .. .. X CO Wa' W co 0 W 0 +/t 44,- on o W Z a' en en 0 1 0 0 H a 41 0 0 F Z 0 0 -. .--4 .. CO H H C4 C a x as. (A- a Z Z i 0 rn CO 0 0 COm H H Al H H 41 H U H Z z CI. H 0 w CC w 0 a co Cal I C w CO D W 1 F 00 U H H C Hj-1 o H a Z U a O. a M H U) 04 he 0 w a F to F In 2 (14 in o Ga 0 o coIa H U z I ¢ z vz -266- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: IS - PRINTING AND SUPPLIES BUDGET UNIT TITLE AND NUMBER: Printing and Supplies -- 64-1155 DEPARTMENT DESCRIPTION: Provides printing and supply support services to the County. ' ACTUAL BUDGETED REQUESTED APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel $ 51,392 S 50,750 $ 56,588 $ 56,588 ServiceS/SuPplies 105,611 82,250 85,470 98,042 Capital/Credits -0- 4,000 1,000 1 ,000 Gross County Cost 157,003 137,000 143,058 155,630 Revenue 161,485 137,000 143,058 155,630 Net County Cost S (4,482) $ -0- $ -0- $ -0- Budget Positions 3 3 3 3 SUMMARY OF CHANGES: New printing rates were put into effect in May, 1987 to allow the Print Shop to operate on a full cost recovery basis. Print Shop is currently working wit the City of Greeley on an equipment sharing agreement to minimize equipment replacement costs. This will increase Print/Dup/Type/Bind $8,000. Repair & Maintenance has also increased ($4,510) with offsetting decreases in Cost-of-Goods Sold-Paper ($5,000) , Equipment Rental ($500) , Operating Supplies ($2,729) , Depreciation ($1,281) , and Capital Outlay ($3,000) . Inventory purchases are being held to a minimum, while every effort OBJECTIVES: (CONTINUED ON NEXT PAGE) 1) To provide high quality printing jobs to user departments at a comparable rate to outside print shops 2) To meet the needs of departments in obtaining various office supplies 3) To accommodate needs of departments in metering of postage, as well as IBM copies 4) To reduce all inventory levels to a more applicable rate WORKLOAD MEASURES ACTUAL ESTIMATED PROJECTED LAST FY CURRENT FY NEXT FY Reprographic Work Orders 1,769 1,800 2,000 FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval. BOARD ACTION: Printing shop rates were authorized to cover added costs for a new compute inventory system of $12,504. In addition, phone costs were increased $68 by the Board. -267- BUDGET UNIT SUMMARY (CONTINUED) SENCY/DEPARTMENT NAME: IS - PRINTING AND SUPPLIES UDGET UNIT TITLE AND NUMBER: Printing and Supplies -- 64-1155 UMMARY OF CHANGES: is being made to reduce inventory levels on hand. Some paper and supply purchases will be made from School District #6 to take advantage of carload purchase prices. Salaries reflect current staffing with a 3% salary increase. -268- O\ O^ cr. E 1 I p` o cry z6 Oct.-1 a col a M O m H - �O u' r w CO 4.°` O 4. '-4 N S9- -09' aft. 1/40I z F N. O N. N W co ^ O c O Z 2 cA rn O. Ow O a ^" a 441- z O W g CO I W X `F„ >" ^ Ln i v H ka,a .c.,4! en a F W .-, V y • CO O a ] — — U z U 49- I-9 W a W a W a .--.1W 'I' o f .Y rn en it �CC i 4, N in w 00 aM .., ON a a a 0 ^ W — E jr a a c z z o y o O U, cg co w m IN F U d ++ a H tm>W a z zQz U U b Iw CC Ca CI cfl I CO z dl w HH w m az wLa c S. H cga a U Er F Ea ry a � O D NIP v i. OM M U -4 -. 6 O O O O WI Lel -269- ON O, F a w al rl W co 44 0 C Co CO z zoo_ - a H -, -, -, wm N N e NI A W 0 0O L1 O 0 • z Co Co z W O H z O in Ln £ 0, n n WN 04 ai 44 44 L0 z F 'O 'G z 0 0 O W F CO CO CO Z O3 CO W H W CO &n In W 04 O Ch � I. C O'er -, to P4 W 04 N N La W K IF. F U H H 6PO CO2 Wal co > d -4- Z Fd rns -s D, in in • W I z CV-W P' co Co co F4 '" a O\ oe W 0 -,00 O W 0 44 44 x Ch W -, w F w N N 0 al OT a a >+ H PL Ch .0 0 7 .7 £ U O -+ -, x C H O ai N N c a U 44 44 Z I 0 O rn 0 H z 04 o W H F F O U R O 8E +i W Wy+ Y I D W O W F L 00 H m H H z a as w vi F w IS to V 0 W 6 F F -, z CO a O w -, SE ., O I .4z � -270- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: Is - COMPUTER SERVICES BUDGET UNIT TITLE AND NUMBER: Computer Services -- 65-1191 DEPARTMENT DESCRIPTION: The Computer Services Center provides data processing support services to Weld County and a few outside agencies. ACTUAL BUDGETED REQUESTED APPROVED i RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel $1,170,092 $1,223,016 $1, 193,008 $1,201,365 Services/Supplies 522,580 586,525 564,619 564,619 Capital/Credits 129,482 133,007 382,965 382,965 Gross County Cost 1,822,154 1,942,548 2,140,592 2,148,949 Revenue 1,795,344 1,942,548 1 ,990,776 2,013,919 Fund Balance Met:pountsctost $ (26,810) $ -0- $ (149,816) $ (135,030) Budget Positions 35 36 35 35 SUMMARY OF CHANGES: Personnel is down due to the reduction of one Computer Programmer position and the reclassification of the Quality Assurance Analyst to a Computer Operator II. Services reflect an expansion of the self-maintenance program for CRT terminals and personal computers resulting in $19,789 decrease even with more equipment to maintain. Machine usage has continued to grow at 25%/year. Capital reflects the planned upgrade of the IBM 4381 to a Model 14. OBJECTIVES: To provide timely, reliable, and effective service to other County depart- ments in their pursuit of their functions. This includes data processing, word processing. • personal computing and other related office automation projects. WORKLOAD MEASURES ACTUAL ESTIMATED PROJECTED SST FY CURRENT FY NEXT FY Jobs Run 16,891 17,100 17,600 System Programs Maintained 460 490 525 Application Programs Maintained 4,423 4,870 4,775 User Systems 61 67 68 FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval. Budget is impacted by the shift of users to other delivery systems (i.e. , Motor Vehicle and Library) . With decen- tralized systems this trend will be faced in other areas such as Social Services and HRD. Personnel costs have been cut accordingly, but fixed costs cannot be reduced. Planned upgrade is critical to continue service volume to users, funds are available in reserve fund balance. Budget is within target level. BOARD ACTION: The Board denied salary increases of $26,857. Computer Services projects and funding were approved as detailed on the next page. -271- 1988 DATA PROCESSING NEW DEPARTMENT MAINTENANCE DEVELOPMENT TOTAL Accounting $ 163,957 $ -0- $ 163,957 IGA -0- 14,581 14,581 Ambulance 35,801 17,930 53,731 Assessor 237,638 18,680 256,318 Buildings and Grounds 27,943 20,437 48,380 Motor Vehicle 31,032 -0- 31 ,032 Elections 56,288 23,363 79,651 Recording 98,394 1,059 99,453 Clerk to the Board 6,853 -0- 6,853 Board of County Commissioners 2,691 -0- 2,691 Communications 147,258 -0- 147,258 PBX 24,560 -0- 24,560 County Attorney 3,435 18,081 21 ,516 District Attorney 89,014 5,834 94,848 Engineering 10,527 2,468 12,995 Road and Bridge -0- 2,321 2,321 Extension 9,308 2,555 11 ,863 Finance 5,959 2,971 8,930 Printing and Supply -0- 12,504 12,504 Health Administration 8,818 -0- 8,818 Nursing 13,006 4,377 17,383 Environmental Health 11,290 5,208 16,498 Human Resources 84,469 -0- 84,469 Non-Departmental 58,414 -0- 58,414 OEM 2,736 -0- 2,736 Personnel 16,310 1,200 17,510 Building Inspections 21,861 -0- 21 ,861 Planning 13,287 2,043 15,330 Purchasing 38,610 -0- 38,610 Sheriff 320,162 34,380 354,542 Social Services 126,637 6,544 133,181 Treasurer 101,125 -0- 101,125 TOTAL $ 1,767,383 $ 196,536 $ 1,963,919 -272- in 1 0 1 in 04 O O 04 I. 0, 0 0 0 O+ en O O M N H O 1 in 1 in 'O O O 'O N aWPo 6 0 W . o. o+ <V 'n o n N H O H+ Un in 'O waa .n 44 yr an vs I • W ON O O a' en OO en N q F O 1 in 1 in 'O 0 O 'O N W ao �s7 O 4,:g .. W a% 04 in O N. n R .--.. P1 d .r l.1 f.1 N N ti WO O W P4 44 v) 44 eR 41- r4 Ca6 1111O1 in O OO1 O In W w a O O O rn in O O Cn v F i4 O 1 ✓1 1 in N O O N CO F 00 .r co O1 v1 O1 O I7 en O as H Z O\ en 17 N N in O F W .+ in in ko 2 W In g a D W O X z v «) «. 61- «r " W W > O W a ^ in In O ^ O -. V0 Z P 4 a W d n N n - 0 O CO rn CO 6 H 6 CO = CC .-INvlN N O N V - -Y H 04 O1 O en -T in en N ,4 in C4 w' GO O O •-i in in H '0 .`� 0 cr. 6 I:4 a N .. 14 (H «i- 49- 49- Z P-, H X 6 1 Z W Z a1 X W co O H Z 2 CO co W D • > W H X .-1 W 01 d Wpp m X W X E L1 2 Z 0 W .-1 O co 6 H 1-1 W > CO CO 00 PG CO 0 Ij M H P4 U M O Z co O M M al 1J Cl) {Mp1 O 03 w a H 0 0 E 3 H O) O 41 d 0 O W I O a14 k O m W W co q co ♦i O en 6 u co co W .-I pi M M F a O 00000 M 2 H z cn il 11M �"i a w 0) -r4 a 41 a a W w W O W 0 6 O a) 0 q a 6 6 > X C M W 0 E co .i 14 H g H H Z H O N va) P. 0 Z COW 0 O H a >+ C4 04 O O O O co 0 N H OO N ON .-i .0 .ti .--n ..-i ..-n .-1 d eO O+ W <•l m el On of cn Cn O PO Lill I I I U OOOO OO O 6 777 OOOO 0 0 0 OO 0 10 VD 10 'D 4D •D '0 0 ‘.0 0 MO 0 VD '0 -273- .r .r o O H a W CD w . Z Cc c Co i Co H yJ r% t\ n W ca Vs 49- 0 W .r .r • O o r. N- Z Woo H Cp Co Co Q o r N- N. C U W P 49- 49- El — Z O O W F co C/] Co w w a D O\ en en O Pi W— a. z ] Wo x Z H 49- K W H c4 W A W 0 en en O Z @FDr ^ N.w N. W Z F Co %LI 6; P. H a r. N. n 6 eo W a co C W U 49- 491 co .r W z z m en o C co Co H 6FW � O O CO -t v 09 H an in I U o a a' < H N 6 w 49- , «a o z H O CO Z W z U o z H E ] O.i g W yp Z z H yW 1 0! m H F OO H G H H z H .4 Pl o H a o W H H H O za N ow O U 1 j? O 'O C 'a -274- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: Is - INSURANCE BUDGET UNIT TITLE AND NUMBER: Insurance Fund -- 66-9020 DEPARTMENT DESCRIPTION: Central fund to provide countywide insurance coverage. Administered by Finance and Administration unit in the General Fund. ACTUAL BUDGETED REQUESTED APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services/Supplies $ 654,083 $ 751,484 $ 738,701 $ 738,701 Capital/Credits Gross County Cost 654,083 751,484 738,701 738,701 Revenue/Fund Bal. 142,988 240,389 227,606 227,606 Net County Cost $ 511,095 $ 511,095 $ 511,095 $ 511,095 Budget Positions SUMMARY OF CHANGES: With Weld County joining CAPP July 1, 1987 and continued member- ship in 1988, the insurance program can comfortably be funded at the 1987 funding level. (CONTINUED ON NEXT PAGE) OBJECTIVES: Provide countywide insurance coverage in most cost effective manner possible. ACTUAL ESTIMATED PROJECTED WORKLOAD MEASURES LAST FY CURRENT FY NEXT FY Property Claims 63 60 60 Liability Claims 82 80 80 Worker's Comp Claims 178 180 180 FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval of continuation of self-insuranc program as member of CAPP. In accordance with Section 8-44-110, CRS, it is recommended that a mill levy be used to fund the self-insurance program for local County activities an only a chargeback mechanism be used for programs funded by State and Federal funding sources. With the changes in the insurance market, Weld County, through CAPP, has reduced limits of coverage and placed reliance on sovereign immunity to stay within this budgeted amount. The legislative changes in 1986 strengthen the County position of the use of sovereign immunity limits in Colorado cases. Weld County retains approximately $100,000 in eauitv in CAPP due to low loss ratio in 1986, equity will be realized in 3-5 years. -275- SUCGE T UNIT SUMMARY (CONTINUED) LGENCY/DEPARTMENT NAME: IS - INSURANCE 3UDGET UNIT TITLE AND NUMBER: Insurance Fund -- 66-9020 SUMMARY OF CHANGES: CAPP Contribution $384,101 Unemployment 30,000 Workers' Comp Premiums 30,000 Workers' Comp Bond 4,500 Boiler Insurance 3,000 Professional Fees 19,000 Workers' Comp Losses 65,000 Misc. Supplies/Services 3,100 TOTAL $538,701 Loss Fund for past claims is funded at $200,000 from prior year reserves. BOARD ACTION: Board approved the budget as recommended. -276- SELF-INSURANCE FUND POLICY LIMITS, COVERAGES, RETENTIONS CAPP: Property (Includes EDP, Inland Marine, Auto Physical Damage) : $50,000,000 Each Occurrence "All Risk" basis with sublimits of $500,000 each occurrence. Aggregate applying separately to Flood & Eathquake *General Liability: Bodily Injury/Property Damage: $ 400,000 Each Claim *Automobile Liability: Bodily Injury/Property Damage: $ 400,000 Each Claim Personal Injury Protection: Statutory *Errors & Omissions: $ 400,000 Each Claim $ 1,000,000 Aggregate Crime Coverages: Monies & Securities (Inside) : $ 150,000 Each Loss Monies & Securities (Outside) : $ 150,000 Each Loss Employee Fidelity: $ 150,000 Each Loss *Excess Liability (Federal and Out of State only) : $ 600,000 Each Claim Maintenance Deductible: $ 500 Applying only to Property, Auto Physical Damage & Crime Losses. *Claims Made Coverage Form CAPP retains $150,000 each claim/loss for property and liability to a combined total annual aggregate of $2,550,000 for all CAPP members with an additional maximum of $1,000,000 provided by excess insurers above the $2,550,000; thus the total coverage available to CAPP members for the first $150,000 per person of loss and loss expense will be $3,550,000 for the year, including defense costs and associated expenses. WELD COUNTY: Workers' Compensation $ 200,000 Loss Fund $ 100,000 Self-Insurance Retention $10,200,000 Aggregate Boiler $10,000,000 Each Occurrence Excess $ 1,000 Deductible Clinic Malpractice $ 500,000 Each Claim/Aggregate excess $ 1,000 Deductible State Immunity Limits -277- 0 v w COO O a z c� CO a 0 Ha .. v v w as 44 WI WW N O O N IL.] C7 OD .O ,O O O 0 co W Ci a? 49- 10 z x O Cl r-. w E. N. v I-4 C9 CO CO W W F� y cc ••• en en O ./ W 0 O H Z M y • W a > Cs] w z v v Ca a � ‘O CO c0 CO CO 10 - CT ON R W COW en en c z o a a a o .. 4t yr x a. a x c x z w z a 0 N I co it of z y u 2 O M x 77 00 O � w CO W CO Ca C9 W CO N W ttl C Al a O F co E .. Z v O w en Ca) N 6 - .. .i -278- co op a w CO zCDC° CO CO e a O O H r'1. H .r Nt wca W .,g a W U1 Ln • Z rz4 CO CNI O 0 z cn 0 0 w v w CO I. v. a 2 z in in ] N Cn y c O O w 'o w ¢ orn o w ae wz v O U D = H W W H H CO C ,24 G O W 2 H a. � w N. a a cn 1-i w X a 0 00 co a. EHn a .. en en co g w m w a z w O U 4 4, O w x M .4• O en en A4 ¢ N up co P+ U O Cr, (3%en M K 1<i CO a w a a X ER 1 z ta V1 CD H O = v z H Q "J E4 14 C . w R 41 W U W H 41 a x q PO 1 a E .C C H W H w 44 Z I ax w w a E-i em O Z w -4 Uz ~ 1 . z N. -279- 3UDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: INP9Rr1AnoN SERVICES AGENCY BUDGET UNIT TITLE AND NUMBER: PBX Phone Services -- 67-1192 DEPARTMENT DESCRIPTION: provides phone services to Weld County and a few outside agencies. RESOURCES ACTUAL BUDGETED REQUESTED APPROVED i LAST FY CURRENT FY NEXT FY NEXT FY Personnel $ 97,651 $ 78,450 $ 83,611 $ 83,611 Services/Supplies 300,483 308,027 322,414 324,587 Capital/Credits Gross County Cost 398,134 386,477 06,025 4 408,198 Revenue 398, 134 386,477 406,025 410,044 Net County Cost $ -0- $ -0- $ -0- $ (1,846) Budget Positions 7 5 5 5 SUMMARY OF CHANGES: Rate changes in mid-year 1986 have caused local service rates to increase and long distance rates to decrease. Maintenance is down due to phone instal- lations being performed in-house versus by the vendor. Revenue from non-county agencies is projected to increase by $4,251 next year. No capital projects are included in the request. An increase of $25,208 is the County overhead charged to the IGS Fund with offsetting revenue to the General Fund. 1988 salary increases of 3% are included in the budget- recommendation. OBJECTIVES: Perform the operation and maintenance for all County phone systems. This includes research for replacement, improved productivity and other service requests. WORKLOAD MEASURES ACTUAL ESTIMATED PROJECTED LAST FY CURRENT FY NEXT FY Centennial Incoming Phone Calls 47,343/mo 48,141/mo Services Incoming Calls 14 15 035/mo 48,141/mo 5 Health. Bldg. Incoming Calls ,50mo 15, 03/mo 9,430/mo 10,303//mo 10,303/mo System Repairs 29/mo System Changes 32/mo 32/mo 12.6/mo 39.6/mo 25/mo FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval. Budget reflects total consolidation of phone service costs. Funding is at current funding level and reflects no capital upgrades of any phone system in 1988. BOARD ACTION: Board approved added computer services costs of $2,173. Using departments reflect revenue resources of $410,044. -280- • 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 m 0 a 0 ♦ 0 0 0 0 N N 0 ♦ m 0 N 0 0 N 0 0 y N O f1 ♦ P 0 0 0 0 0 N M M m N 0 m 0 O N ♦ a I. 6 r r P OJ $ P r r 0 N P P 0 O N N N N 0 00N0 N 0 O 6 W - . . . . . . . . . a . .. . . \ O n n b is 0n4 m . N r N N N ^ . N r n 00 r r N N N 00 \ P 0 O r W Y. • 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ♦ O O m 0 r 0 0 0 0 N 0 O O O a 0 a n r O C V ♦ 0 N 0 n 0 0 P O I. P O w 0 0 0 N N N ♦ N 1. 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El H ai W C] n CO `6 0 0 l CN 04 i 0 Z H P4 N N n z W H HZ ON N N 6 W E-1 pG .r O, al 00 E X >4 W P4 co z 5 W U vs ar cm VI H z w CC N N H 0 6 .O 1/4O < W�+ �O �O x i+ CO. X a 0, 0 0 F W' 0 0 0 "I rn a c4 a 6 a 49- 49- 6 Z m Z M cn z 0 H CO H H C.) � z Ow 2 E w iw 7Q0 H Q H G a cd Z N .a M W 7 6 z W CO F H >4 GI 0 W H H F 0 Z P: N O W 0 0 co rn 0 Z I 6 z m -284- BUDGET UNIT SUMMARY AGENCY/DEPARTMENT NAME: Is - HEALTH INSURANCE BUDGET UNIT TITLE AND NUMBER: Health Insurance Fund -- 83-9020 DEPARTMENT DESCRIPTION: Provides for the costs associated with Weld County's self-insured health program. ACTUAL BUDGETED REQUESTED APPROVED RESOURCES LAST FY CURRENT FY NEXT FY NEXT FY Personnel Services/Supplies $ 910,662 $ 929,220 $1,042,000 $1,042,000 Capital/Credits Gross County Cost 910,662 929,220 1,042,000 1,042,000 Revenue/Reserve 948.871 929.220 1,042,000 1,042,000 Net County Cost $ (38,209) $ -0- $ -0- $ -0- Budget Positions SUMMARY OF CHANGES: Budget reflects the changes listed on the following pages. No rate increase for County self-insurance program is proposed. (CONTINUED ON NEXT PAGE) OBJECTIVES: 1) Provide employee health/dental/vision insurance in most cost effective way possible • 2) Provide wellness program to all employees ACTUAL ESTIMATED PROJECTED WORKLOAD MEASURES LAST FY CURRENT FY NEXT FY Single coverage 667 657 670 Family coverage 188 226 226 Paid Losses $742,447 $809,776 $919,000 FINANCE/ADMINISTRATIVE RECOMMENDATION: Recommend approval of the continuation of the self-insurance health program started January 1, 1983 with rates the same for 1988. No program changes are recommended in the summary of benefits provided on the following pages, with the exception of increasing life insurance to two times the annual salary. The program thus far has been successful in achieving the objects of changing utilization patterns and cost containment through sharing of costs between employer & employee in the areas of premiums, deductibles, & co-insurance. 1987 ending reserves should be over $900,000 allowing the premium to remain the same for 1988. (CONTINUED ON NEXT PAGE) -285- T SUMMARY SUE,GE T UNIT ; MMMR . AGENCY/DEPARTMENT NAME: IS = HEALTH INSURANCE BUDGET UNIT TITLE AND NUMBER: Health Insurance Fund -- 83-9020 SUMMARY OF CHANGES: 1983 1984 1985 1986 1987 1988 Administration $ 38,363 S 39,240 $ 37,278 $ 48,600 $ 55,424 $ 58,000 Services/Supplies -0- 1,000 1,000 3,000 4,000 4,000 Aggregate Excess Policy 19,336 18,089 42,536 40,947 54,020 55,000 Individual Excess Policy 19,850 26,013 7,500 6,000 6,000 6,000 Loss Fund 990,614 903,796 793,816 810,379 739,776 829,000 Dental/Vision Program -0- -0- 92,006 80,000 70,000 90,000 TOTAL $1,068, 163 $988,138 S974,136 $988,926 $929,220 $1,042,000 FINANCE/ADMINISTRATIVE RECOMMENDATION: Weld County offered PEAK HMO in 1987, which only attracted seven emrollees. Fiscal im- pact was minimal. It is recommended that the County contribution of S44.00 toward health be continued for the County and HMO if it is offered with the employee paying the dif- ference. No rate increase is proposed, but the reserve will be reduced by about $136,000 based upon loss projections. The 1988 program is calculated with current participation as follows: Single Coverage: 657 Dependent Coverage: 226 HEALTH: Annual Administration Fee = $ 58,000 Individual Stop-Loss = 55,000 Aggregate Stop-Loss = 6,000 Administrative Operating = 4,000 Fixed Costs: $ 123,000 LOSS FUND: Medical = $ 829,000 Dental = 60,000 Vision = 30,000 GRAND TOTAL: $1,042,000 REVENUE: Single Vision/Dental/Wellness 664 X $15/month = $ 119,520 Single Health 657 X $60/month = 473,040 Dependent Health 226 X $76/month = 206,112 Dependent Vision/Dental 226 X $19/month = 51 ,528 TOTAL REVENUE: $ 850,200 Reserve Reduction/Interest 191 ,800 GRAND TOTAL: $1,042,000 BOARD ACTION: No changes. -286- INSURANCE HEALTH/DENTAL/VISION INSURANCE: 1985 1986 1987 1988 SINGLE $ 90.05 $ 75.00 $ 75.00 $ 75.00 FAMILY $107.60 $ 95.00 $ 95.00 $ 95.00 PROGRAM: . SINGLE $100 DEDUCTION - 20%/80% TO $2,000 THEN 100% . FAMILY $200 DEDUCTION - 20%/80% TO $4,000 THEN 100% CONCEPT: . SHARING COST (PREMIUMS/DEDUCTIBLE/CO-INSURANCE) . CHANGE UTILIZATION PATTERNS . COST CONTAINMENT DENTAL: PROGRAM: . COVERAGE FOLLOWS HEALTH INSURANCE PROGRAM COVERAGE FOR BOTH SINGLE AND FAMILY PLANS . 100% PREVENTIVE CARE . 50%/50% CARE OTHER THAN PREVENTIVE . EXCLUDES ORTHODONIC CARE . MAXIMUM AMOUNT PAID FOR SINGLE OR FAMILY $500/YEAR VISION: PROGRAM: . COVERAGE FOLLOWS HEALTH INSURANCE PROGRAM COVERAGE FOR BOTH SINGLE AND FAMILY PLANS . MAXIMUM AMOUNT PAID FOR SINGLE $150/YEAR OR FAMILY $300/YEAR . NO DEDUCTIBLE . 50% OF COVERED EXPENSES INCURRED . EXAMINATION, LENSES, AND FRAMES LIMITED TO ONE EACH YEAR LIFE: Two times annual salary up to $200,000 at 28.5C/$1,000 WELLNESS: Wellness program will be continued to all County employees. RATE CURRENT AND PROPOSED: County Single: Share Individual Total Health $ 44.00 $ 16.00 $ 60.00 Dental/Vision 15.00 0.00 15.00 TOTAL $ 59.00 $ 16.00 $ 75.00 Family: Health $ 0.00 $ 76.00 $ 76.00 Vision/Dental 0.00 19.00 19.00 TOTAL $ 0.00 $ 95.00 $ 95.00 GROSS TOTAL $ 59.00 $111.00 $170.00 -287- HMO: RATES County Single: Share Individual Total Health $ 44.00 $ 29.09 $ 73.09 Dental/Vision 15.00 0.00 15.00 TOTAL $ 59.00 $ 29.09 $ 88.09 Family: Health $ 0.00 $ 98.68 $ 98.68 Dental/Vision 0.00 19.00 19.00 TOTAL $ 0.00 $117.68 $117.68 GROSS TOTAL $ 59.00 $146.77 $205.77 EXECUTIVE PAY PLAN: Department Heads, Elected Officials, and Chief Deputies not eligible for bonus can use up to $1,500 in direct benefit plan reimbursement for health purposes. -288- lURe. COLORADO SUPPLEMENTAL DATA SUPPLEMENTAL DATA DEMOGRAPHIC STATISTICS 1. Date of Incorporation: 1861 2. Form of Government: Home Rule Charter 3. Date Present Charter Adopted January 1, 1976 4. Area - Square Miles: 4,004 square miles 5. County Seat: City of Greeley 6. Employees as of December 31, 1986 Elected Officials - 10 Division Heads - 5 Department Heads - 9 Other Full Time Employees - 797 Part Time Employees - 235 7. Miles of Roads: Paved - 110.3 Unpaved - 2,818.8 8. Building Permits: No. of Year Permits Valuation 1977 1,177 $ 30,102,553 1978 1,546 $ 58,749,363 1979 1,592 $ 34,782,283 1980 1,348 $ 54,775,497 1981 1,241 $ 32,851,694 1982 1,865 $ 35,207,497 1983 2,699 $ 51,480,002 1984 2,450 $ 44,854,598 1985 2,519 $ 37,423,180 1986 2,113 $ 34,964,831 9. Motor Vehicle Registration: 1977 - 122,133 1978 - 143,888 1979 - 133,437 1980 - 125,970 1981 - 129,159 1982 - 130,952 1983 - 132,458 1984 - 139,521 1985 - 136,444 1986 - 142,204 -289- 10. Special Districts within County: 29 - Cities and Towns 18 - Schools 23 - Fire 17 - Water & Other 2 - Colleges 14 - Sanitation 11. Cities and Towns: Ault Gilcrest Lochbuie Eaton Greeley Mead Erie Grover Milliken Evans Hudson New Raymer Dacono Johnstown Nunn Firestone Keenesburg Pierce Frederick Keota Platteville Ft. Lupton Kersey Rosedale Garden City LaSalle Severance Brighton JT Windsor 12. Recreation: Golf Courses - 5 City and Regional Parks Island Grove Recreational Complex Greeley Recreation Center 13. Libraries: Library No. Volumes Ault Town Library 7,000 Glenn A. Jones Library 9,639 Greeley Library 127,148 Platteville Library 7,609 University of No. Colo. 755,519 Weld Library District 168,768 Windsor Public Library 23,793 14. Elections: Number of Number Percent of Registered of Votes Registered Voters Cast Voters Voting 1974 General Election 45,175 30,002 66.4 1976 General Election 49,785 41,184 82.7 1978 General Election 47,832 29,818 62.3 1980 General Election 51,107 44,134 86.3 1982 General Election 51,476 36,301 70.5 1984 General Election 56,311 47,632 84.6 1986 General Election 62,725 38,488 61.1 -290- 15. Media Newspapers: The Greeley Tribune The Banner Town & Country News Aims College World The Mirror (UNC) North Weld Herald Farmer & Miner Keene Valley Sun Johnstown Breeze Ft. Lupton Press Platteville Herald Windsor Beacon Brighton Blade and Market Place Erie Echo Ft. Morgan Times LaSalle Leader Longmont Times Call Platte Valley Voice Evans Star Press The Centennial News Radio Stations: KFKA/KGBS KYOU/KGRE KUAD AM & FM KUNC FM Television: Receives commercial and public television originating from both Denver and Cheyenne stations; also cable television. 16. Sales Tax as of December 31, 1985: State - 37 Source: County offices. -291- Consumer Price Index U.S. - All Urban Consumers — (CPI-U) • Percent Change 5.0% 4.5% _ _7 //T 4.0% _ 7-///777-//7__ / / _ /// ////// __ r / /// i7-77- // //0-/ ///////////////////7/ /// 7777 3.0% /77/7 777777/7777/77777777/7777777 7777 77/77 rr//////////////////////////// %777/ 777/7 ////////////////////////////// /7777 2.5% ,///7/7 7/////////////////////////////7 /////////////////////r////7/7r7///////.- ///// 2.0% _/////////////////////////////////////// .-7777/ //////////r//////////////////////////// ////// /////////////////////////////////////// 7 //////1.5% -.///77///7/////////////7////777//7//////77777/— 777777 //////////////////////////////////////////////_ 7///7// 1.0% _777/////77//////r//////////////////////////////_/////// 7777777777777777777777777777777777777777777777777777777 ////////////////////////////7r//////////////////////// 77777777777777777777777777777777777777777777/77777/7777 0.5% „//7777/777777777777777777///777777777777777777777777777 /////////////////////////////////////////////////////// 0.0% /7/77777/7777777777777777777777777777777777777777777777 Months 11 -111111 1 1 1 ( 1 i 1 ) 1 I 1 1 1 1 1 1 1 1 1 1 f i Tl 1 f i l l i t f l i f 1 1 1 1 , I I I JFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJA V A 12 MONTH COMPARISON 1983 I 1984 I 1985 I 1986 I 1987 -292- Consumer Price Index Denver - All'Urban Consumers- — (CPI-U) Percent Change Denver CPI was reported bi-monthly until January 1987 — bi-annually thereafter. 8% 7% _ 6% _ 5% _ 4% _ 3% _ 2% _ 1% _ 0% -1% I I I I I I I I 1 1 I 1 1 1 I I I I 1 I I I 1 Months J M M J S N J M M J S N J M M J S N J M M J S N J-J p 12 MONTH COMPARISON 1983 1984 1985 1986 I 1987 -293- 1988 Inflation Projections Consumer Price Index (CPI) u.s. Denver United Banks of Colorado 5.1% 3.0% 1st Interstate Bank of Denver 5.1% 3.0%-5.0% Center for Business/Economic Forecasting 4.6% 4.0%-4.5% Center for Economic Analysis, University of Colorado 4.75% 4.3% Industry Week (1st 6 mos.) 5.2% —— Wharton Econometrics (1st 6 mos.) 4.6% —— Economics Institute (1st 6 mos.) 3.0% —— Shearson Lehman Brothers (1st 6 mos.) 4.6% —— Bank of America (1st 6 mos.) 4.7% — - -294- J L I X tL II •:3 SS 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 organization units and/or for specific purposes, activities, or objects. ALLOCATION. A part of a lump-sum appropriation which is designated for expenditure by specific organization 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. 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. Bimonthly 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. -295- 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. Unusually 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. 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. -296- 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 iu 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. 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. CONTINGENCY ACCOUNT. A budgetary reserve set aside for emergencies or unforeseen expenditures not otherwise budgeted for. -297- 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. 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. 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. 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. -298- 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. FUND BALANCE. Fund balance is the excess of assets over liabilities and is therefore also known as surplus funds. GENERAL FUND. The fund used to account for all financial resources except those required to be accounted for in another fund. 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. 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. 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. -299- MILL. The property tax rate which is based on the valuation of property. A tax rate of one mill produces one dollar of taxes on each $1,000 of property 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; (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. 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. 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. -300- 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; and (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". -301- 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. 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. 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. TRADITIONAL BUDGET. A term sometimes applied to the budget of a government wherein expenditures are based entirely or primarily on objects of expenditure. 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, pp. Appendex B.53-77. -302- Hello