Town of Fountain Hills Annual Budget Fiscal Year 2003 - 2004 Town of Fountain Hills Citizens of the Town of Fountain Hills Mayor and Town Council Community Center Advisory Commission Board of Adjustment Town Prosecutor Parks & Recreation and Community Center Planning and Zoning Commission Town Attorney Fire Department Parks and Recreation Commission Town Manager Law Enforcement McDowell Mountain Preservation Commission Town Magistrate Finance and Administration Public Works, Planning, Building Safety, Streets Fountain Hills Town Council Mayor Wally Nichols Vice Mayor Susan Ralphe Councilmember Mike Archambault Councilmember John Kavanagh Councilmember Rick Melendez Councilmember Kathleen Nicola Councilmember Leesa Stevens Management Staff Timothy G. Pickering, CEcD, CM, Town Manager Department Directors Ted Armbruster, Town Magistrate Mark Mayer, Director of Parks, Recreation, and Community Center Scott Penrose, Sheriff Captain and Interim Town Marshal Thomas Ward, Director of Public Works, Building Safety and Planning Mark Zimmerman, Fire Chief/Fire Marshal Town of Fountain Hills Fiscal Year 2003-2004 Budget Town of Fountain Hills Table of Contents Budget Overview ▬▬▬▬▬▬ Manager’s Message Budget Process Budget Schedule 1 15 18 Budget Summary ▬▬▬▬▬▬ All Funds Revenue Summary All Funds Expenditures Budget Expenditure by Account Code General Fund Revenues and Expenditures Summary General Fund Revenues General Fund Expenditures 19 21 23 25 27 36 Department Budgets ▬▬▬▬▬▬ Town Council Administration Information Technology Public Safety Law Enforcement Fire Department Municipal Court Parks and Recreation Community Center Public Works Building Safety Planning Streets 37 45 55 59 59 65 69 75 93 99 107 113 118 Schedules/Summaries ▬▬▬▬▬▬ Special Revenue Funds Debt Retirement Development Fees Capital Improvement Goals Miscellaneous Statistics Summary of Tax Levy and Tax Rate Information Schedule of Fountain Hills Assessed Valuation Schedule of Authorized Positions 125 128 133 138 141 142 143 144 Appendix ▬▬▬▬▬▬ Glossary Job Descriptions 147 151 Town of Fountain Hills Fiscal Year 2003-2004 Budget Town of Fountain Hills Fiscal Year 2003-2004 Budget Town of Fountain Hills Manager’s Message ▬▬▬▬▬▬ To the Honorable Mayor and Town Council: The Town of Fountain Hills staff is pleased to present a balanced budget for fiscal year 20032004. The proposed budget is designed to meet the economic challenges confronting the Town in the upcoming year and to restore financial stability during times of economic uncertainty. Developing the proposed budget required making choices to achieve a budget that balances the following objectives: 1. identifying a revenue source to fund fire and emergency medical services; 2. restoring financial stability, increasing general fund balance, and retaining our Aa3 bond rating; 3. streamlining operations and concentrating on offering only mandatory services; 4. maintaining, completing and/or replacing equipment and infrastructure; 5. balancing citizen expectations and investing in the Town’s future needs; and 6. investing in economic generators for the downtown area. To meet unforeseen demands, prior year budgets have relied heavily on using one-time sources of revenue (e.g., fund balance) to fund ongoing expenditures, including the addition of fire protection services. Over the past three fiscal years, expenditures have exceeded revenues. The proposed budget that follows reverses that trend. While expedient, this practice reduced the Town general fund balance to a level that created concern among the financial community. The budget presented has addressed these issues, while beginning the trend of restoring reserves to mandated levels. Fountain Hills’ reliance on sales tax revenues has led to a situation where town services are dependent upon the fluctuations of the economy. Almost two-thirds of the Town’s general fund resources are derived from state and local sales tax, while only 4% of the Town’s land is zoned for commercial or industrial uses. The importance of a diversified revenue stream will guide priorities in upcoming years. In developing the proposed budget, Town staff followed a zero-based approach, leading to a focused review of services delivered by the Town, increased scrutiny of expenditures, and prioritization of programs to be funded using limited resources. The following is a summary of budget highlights. A more detailed analysis of all the Town’s revenues and expenditures is included in the budget summary and department sections. Fiscal Year 2003-2004 Budget -1- Town of Fountain Hills Budget Summary ▬▬▬▬▬▬ The Town relies heavily on state shared revenues and the local sales tax for resources (75%). State shared revenues are projected to decrease by $187,863, or 4.2 %, from the current year-end estimate of $4,438,000. The projections are based on estimates provided by the League of Arizona Cities and Towns and do not factor in any reductions resulting from legislative changes or reductions. Local sales tax is projected to increase by $2,687,500 due to the 1% temporary rate increase that went into effect on April 1, 2003, primarily for fire operations. The expenditures for all Town funds for fiscal year 2003-2004 is $18,658,981 and represents a 44% decrease from the prior fiscal year. The most significant portion of the decrease is attributable to the purchase of preservation land during fiscal year 2002-2003. The Town purchased 354 acres of open space in the McDowell Mountains at a cost of $13,750,000, using proceeds from General Obligation bonds and Municipal Property Corporation bonds. The budget is balanced with total expenditures equal or less than total projected revenues. The use of one-time revenue sources to fund ongoing operations has been eliminated in fiscal year 2003-2004. The budget also begins the process of restoring the fund balance to levels that are consistent with the fund balance policy adopted by the Council. REVENUE SOURCES - ALL FUNDS $19,867,023 Fines & Forfeitures 1% Licenses and Permits 10% Rental Income 1% Grants 5% Miscellaneous 1% Secondary Property Tax 11% Charges for Services 1% Shared Income Tax/VLT/HURF 22% State Shared Sales Tax 8% Local Sales Tax 40% Fiscal Year 2003-2004 Budget -2- Town of Fountain Hills EXPENDITURES - ALL FUNDS $18,658,981 Development Fees 2% Excise Tax Debt Service 13% 5% Special Revenue Fund 7% General Fund 65% HURF Fund 8% Revenues ▬▬▬▬▬▬ General Fund The general fund is the core service delivery budget and the largest fund with the highest potential for revenue fluctuations. The estimates in this proposal reflect a very conservative and cautious assessment of revenues due to the uncertainty regarding the national, state, and local economies. The proposed budget is based on projections that the annual inflation will be approximately 2.0 percent for the coming fiscal year. The general fund revenues are projected to be $12,678,885, which reflects a slight increase over the prior year. However, there were one-time revenues last fiscal year of $2,207,300 which will not recur. The difference in the current year will be made up from a 1% increase in the local sales tax rate to primarily fund fire operations. Without the increase, it was anticipated that the local sales tax collections would remain level due to the economic slowdown. Current service levels for public safety, administration of Town government and maintenance of Town-owned property are included in the operating budget request. GENERAL FUND REVENUES TOTAL $12,678,885 Fines and Forfeitures 2% Licenses and Permits 7% Miscellaneous 2% Rental Fees 2% Vehicle License/Fire Ins Tax 7% Charges for Services 2% State Sales Tax 12% State Income Tax 14% Local Sales Tax 52% Charts and descriptions of the major revenue sources with a ten-year history for the Town of Fountain Hills are shown in the budget summary section. Fiscal Year 2003-2004 Budget -3- Town of Fountain Hills It is apparent from the previous chart, that the Town’s general fund is heavily dependent upon sales tax and state shared revenues for over 85% of revenue sources. These revenue sources are not controlled by the Town and are therefore subject to fluctuations in the economy and legislative appropriations. The Town should focus efforts on alternative revenue options that will diversify resources and provide a more financially stable future to allow multi-year planning and budgeting. Options that could be considered for Council approval are: 1. expand current tax code to eliminate tax exemptions on rentals $ 75,000 2. eliminate tax exemption on advertising, health spas $270,000 3. institute higher trash collection license fees $ 90,000 4. increase permit and license fees $ 74,500 Other options that would require voter approval are: 5. implement a .93 primary property tax $2,600,000 6. propose to the voters a utility franchise fee $350,000 As the Town has no primary property tax, Fountain Hills’ largest revenue source is the local sales tax (52%). On April 1, 2003, the Town increased the local sales tax rate to 2.6 percent on taxable activity occurring within the Town borders: 2.2% for general fund use, 0.1% for downtown development and 0.3% for land preservation. (The dedicated downtown development and land preservation sales tax is discussed further in the Excise Tax Special Revenue Fund.) A major component of local sales tax collections has historically been due to construction related activity. However, residential construction activity in Fountain Hills has been steadily declining over the past two years. In April and October 2002, two new major retail shopping centers within Town borders opened that have increased retail sales tax activity and made up for the loss in construction sales tax. The chart below highlights the decline in the construction activity and the increase in retail activity. SALES TAX COLLECTIONS BY CATEGORY 1995 THROUGH 2004 2500000 2000000 1500000 1000000 500000 0 1995-96 1996-97 Construction 1997-98 1998-99 1999-00 T ransportation/Util 2000-01 Wholesale/Retail Fiscal Year 2003-2004 Budget -4- 2001-02 2002-03 (e s t) 2003-04 (e s t) Restaurants/Bars Services Town of Fountain Hills Another major portion (34%) of general fund revenue is derived from state shared revenues, which are controlled by the State Legislature. The State of Arizona shares a portion of its sales, income and motor vehicle taxes with cities and towns based on a set of population formulas established by state law. Estimates for these non-locally controlled revenues are provided annually by the State. These estimates are considered conservative and are expected to decrease slightly from the prior year revised estimate (total projected revenue is $4,250,137) due to lower income tax collections. Licenses and building permit revenue, related to the construction market, is expected to decline in fiscal year 2003-2004, specifically building related fees. The Town’s building permit fees are expected to be better in fiscal year 2002-2003, based on better than anticipated home construction activity. For the upcoming year, the Town expects a downward trend and therefore is projecting only $769,250 in permit revenue. The Building Safety Division estimates that 125 single-family units will be constructed next year compared to an estimated 144 during fiscal year 2002-2003. Special Revenue Funds In addition to the general fund, Fountain Hills maintains several other funds that are established for specific purposes. Within the special revenue funds is the Highway Users Revenue Fund (HURF), the resources of which are restricted for street and highway purposes (cost of right-ofway acquisition, construction, reconstruction, maintenance, repairs, roadside development of Town roads, and payment of the interest and principal on highway and street bonds). Another HURF revenue source is the Local Transportation Assistance Fund (LTAF), which is generated by the State lottery. Statute allows that 10% of the proceeds may be used for cultural, educational, historical, recreational or scientific facilities or programs if the state receives a maximum distribution of $23 million. The HURF fund also includes in-lieu payments ($6,000), which are payments made to the Town for road work completed by the Street Division on behalf of a utility and/or developer. Within the special revenue fund is the excise tax special revenue, which accounts for the dedicated local sales tax. The tax collections are deposited to this fund for land preservation (0.3%) and downtown development (0.1%) purposes as determined by the Council. Grants are utilized whenever possible to supplement the Town’s general fund and are designated for the specific purchases for which they are awarded. The Town has a few grants that will be utilized in fiscal year 2003-2004, as follows: Furniture, Fixtures and Equipment (FF&E) – Funds are donations received by the community for furniture, fixtures and equipment at the new Community Center. Any unspent funds are carried over to the subsequent year. Land and Water Conservation (LWCF) – This grant was awarded to the Town of Fountain Hills in fiscal year 2001-2002, but has not been utilized until this fiscal year due to lack of Town matching funds. Federal Emergency Management Agency (FEMA) – This grant is for the fire department’s upgrade for firefighting equipment. Undesignated Grant Revenue – An appropriation in the event the Town receives unanticipated grant funding, unspecified at this time. Fiscal Year 2003-2004 Budget -5- Town of Fountain Hills Debt Service Funds Debt service funds account for the payment of principal and interest on the Town’s outstanding debt. Total debt service payments for fiscal year 2003-2004 are $2,606,500 including general obligation bond, HURF, and improvement districts. General obligation debt is approved by the voters and retired through a secondary property tax. The tax rate is determined by dividing the total amount required by the Fountain Hills Secondary Assessed Valuation provided by the Maricopa County Assessor. The valuation for 2003 increased from $270,602,866 to $323,385,230 (+19.5%). The Town’s secondary property tax portion of the 2003 property tax levy rate is estimated to be $0.4716 per hundred dollars of assessed valuation. HURF debt is paid through receipts from the Highway Users Revenue Fund. There are two MPC issues, one to repay debt for the construction of the Community Center and the other to repay debt for the purchase of land preservation. The Community Center debt will be repaid with residual funds from recovered PG&E investment. Land preservation bonds are repaid through the dedicated portion of the local sales tax proceeds (.3%). The Eagle Mountain and Cottonwoods Special Districts are levied by the County through the secondary property tax. Financial Planning & Policies During fiscal year 2002-2003, the Mayor and Town Council adopted several formal policies that will guide the Town in making major policy decisions that have financial implications. • • • An investment policy was adopted on March 20, 2003 specifying that Town idle cash reserves may only be invested in securities that are backed by the full faith and credit of the Federal government. The policy has been submitted to the Municipal Treasurers’ Association of the United States and Canada for certification of standards set forth by the Association. The Council adopted a policy on the formation of community facilities districts on March 6, 2003 that outlines the requirements and procedures for developers who present the Town with a proposal to form a facilities district to finance infrastructure. In May 2003, the Council approved financial policies that include the establishment of a formal reserve fund amount of no less than 30%, including an allowance for designated reserves and contingency. For more information, refer to the Reserves section further into this budget message. A key component of the annual budget is the Town’s five-year capital improvement program (CIP) for infrastructure and public facilities including roads, parks, buildings and information technology. The proposed five-year plan is the beginning of the process of long range planning. During better economic times an appropriation would be designated for the CIP; however, this year’s budget will focus on restoring reserved fund balance to the level established by policy. Fiscal Year 2003-2004 Budget -6- Town of Fountain Hills Expenditures ▬▬▬▬▬▬ General Fund GENERAL FUND EXPENDITURES TOTAL $12,163,902 Fire Department 20% Municipal Court 2% Town Council 1% Administration 28% Information Technology 1% Law Enforcement 14% Public Works, Planning, Bldg Safety 16% Parks, Recreation, Community Center 18% The proposed general fund expenditures for fiscal year 2003-2004 are $12,163,902 and reflect a decrease in expenditures of 14.4% over the prior year, primarily in salaries and benefits. During fiscal year 2002-2003, the Town implemented a budget reduction plan, which affected all levels of service within the Town government. One should note that the Administration Department is responsible for all non-departmental costs that are not allocated to individual departments. For example; legal costs, rent and utilities for Town-owned and/or occupied buildings, general liability insurance, information technology and developer sales tax rebates are included in the Administration Department budget, although these costs affect all departments. The total cost for these line items is $2,175,597 and represents 17.9% of the entire general fund budget. Without these expenditures, the Administration Department budget would equal 9.5% of the general fund budget. Fiscal Year 2003-2004 Budget -7- Town of Fountain Hills The following chart illustrates the operating expenditures that were most affected by the budget reduction plan: THREE YEAR EXPENDITURE COMPARISON $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 Salaries & Contract Repairs & Supplies & Capital Benefits Services Maintenance Services Outlay FY01-02 Actual FY02-03 Budget FY03-04 Proposed Salaries and Benefits Most Town employees’ salaries and benefits are funded through the general fund (the exception is the Street Division staff who are funded through Highway User Revenue Fund revenues). Salaries include wages, overtime, vacation pay and merit. There are no cost of living raises included with this budget. An allowance of 4.5% is available for pay for performance merit increases. Employee benefits include health insurance, employer taxes, disability and worker compensation insurance, and employer match retirement contributions. The total salaries and benefits proposed for fiscal year 2003-2004 is $3,298,290 (a 34% decrease from the fiscal year 2002-2003 budget). The proposed budgeted authorized positions has decreased from fiscal year 2002-2003 level of 106 FTE’s to 77 FTE’s. As a result of assuming responsibility for fire and emergency medical service without a dedicated revenue source, the decline in state shared revenues, ongoing deficits, and the slowdown in residential construction; the Town was forced to implement a reduction-inforce, which was completed on January 31, 2003. This resulted in a total estimated savings of approximately $2.8M; the Town has no plans to repeat this in fiscal year 2003-2004. However, although no new positions are included in the proposed general fund budget, a planning manager vacancy will be recruited due to the workload in Public Works, Planning and Zoning, and Building Safety. One new position is proposed in the excise tax (downtown development fund), which is the position of downtown development coordinator. This position will insure a focus on the completion of the downtown area, which is one of Council’s objectives for fiscal year 2003-2004. The person hired for this position will work on projects such as enhancement of Avenue of the Fountains, inventorying developable parcels, shepherding economic development projects to fruition, overseeing consulting contracts, working with the local Fountain Hills Chamber of Commerce and meeting with local businesses to promote the development of the downtown area. Currently the Town does not have the staff resources available for such activities. Fiscal Year 2003-2004 Budget -8- Town of Fountain Hills The Law Enforcement Department has undergone a significant change during the last year. The Town has maintained a dual law enforcement agency system since 1990 with a Marshal Department and a contract with the Maricopa County Sheriff’s Office. However, during the budget reduction plan analysis it was concluded that eliminating the in-house dispatching service was more economical and code enforcement would be transferred to a Building Safety Division responsibility. Furthermore, the Town Council passed a resolution in April 2003 to contract out all law enforcement activities, thereby eliminating the dual agency system. Additionally, the Town Council has requested that the position of emergency management coordinator be considered in the event that law enforcement is fully contracted. The fiscal year 2003-2004 budget as proposed is based on minimum staffing requirements due to the lack of stable revenue source. Consequently, there are staffing needs that are being postponed. There are four positions that are critical to the future of the organization – a public information officer for handling media requests, an accounting clerk to free up the accounting supervisor to handle the finance director responsibilities, an assistant town manager who can assist the town manager and assume those duties in the event of an extended illness or absence, and a risk manager to handle liability/worker compensation insurance requirements and a safety program due to the upcoming retirement of our volunteer risk manager. Contractual Services The Town contracts with outside professionals for recreational programs, consulting and legal fees, outside auditing services, engineering/inspection fees and contributions to special programs. Unlike past years, there will be no special events sponsored by the Town without private sector contributions. Two major contracts included in this category are: 1) Police protection (Maricopa County Sheriffs Office at $1,598,388) and 2) Fire protection and emergency medical services ($2,273,480), currently under contract with Rural Metro Corporation. The MCSO contract has been increased in anticipation of the final determination of the U.S. Department of Justice for increased police officers. Contractual services also include contributions that the Town makes to social and community benefit programs based on requests from the organizations. Total funding for fiscal year 20032004 is $207,000 and is described in the Administration Department budget. Fiscal Year 2003-2004 Budget -9- Town of Fountain Hills Repairs and Maintenance Repairs and maintenance include annual landscape maintenance contracts, equipment and vehicle repairs, and facilities maintenance (janitorial, building maintenance, etc.). The contracts were reduced in fiscal year 2002-2003 as part of the budget reduction plan and there are no plans to increase this level of service until there is sufficient revenue to do so. However, despite the many cost savings reductions, the Town is able to afford over-seeding the parks in the next year. Maintenance of the Town’s 121 acres of parks, as well as medians, dams and washes is solicited through a bid process to obtain the most competitive price for the Town. Supplies and Services Supplies and services include operational costs such as rent, electricity, utilities, insurance, etc. for Town Hall and other Town-owned buildings. The Town owns the Kiwanis building, two fire stations, the Library/Museum, the Community Center, the vehicle maintenance garage, and the community theater building. The Town leases three buildings for Town Hall, Municipal Court and Building Safety. The annual rent including the property tax ($482,920), electricity ($442,000) and insurance ($250,000 general fund portion) makes up the largest portion of supplies and services. Due to the high cost of leasing a 42,000 square foot town hall complex and the need for less space due to the reduction-in-force, a less expensive alternative needs to be explored for future space requirements. Other items in this category are office supplies, gas and oil, postage, travel and communications. Capital Outlay Due to the uncertainty regarding a stable revenue source, a limited number of capital requests have been included in this budget until the reserves have been replenished. Only 4.7% of the general fund is dedicated to capital outlays. Some capital requests will be partially funded with grant funds or development fees. Work will continue on Phase II Improvements to Fountain Park. All items planned are consistent with the park’s previously approved park master plan. These include the removal and replacement of the existing playground with two ADA compliant structures for different age groups, costing $300,000 from which $160,000 is derived from grant funding. The remaining section of sidewalk would be completed, which would run from the park’s east side northwesterly to Saguaro Boulevard, estimated at $187,000. Currently pedestrians are forced to either walk in the park or more commonly, in the street, which is unsafe. An additional picnic ramada will be constructed, which will help to disperse users throughout the park. The ramada will be adjacent to the restroom/control building at a cost of $69,670, which will be paid for with development fees. The $183,000 performance pad will be used for weddings, stage and musical performances, and will bring activity to the downtown area. This work will complete most of the items, but not all of the items planned under this phase. The other three projects, the Four Peaks Neighborhood Park skate park, one additional picnic ramada, and the traffic signal at El Lago and Fountain Hills Boulevards will be constructed using proceeds from development fees. A summary of the project, associated costs and development fee account are: Fiscal Year 2003-2004 Budget - 10 - Town of Fountain Hills FISCAL YEAR 2003-2004 DEVELOPMENT FEE EXPENDITURES Project Name Estimated Cost Development Fee Account McDowell Mountain trailhead study/design Four Peaks Park Skatepark Fountain Park Picnic Ramada El Lago/Fountain Hills Blvd Traffic Light $33,500 $60,000 $69,670 $200,000 TOTAL $363,170 Open Space Parks & Recreation Parks & Recreation Streets These projects are described in the Parks & Recreation – Parks and Streets sections of the budget. Special Revenue Funds ▬▬▬▬▬▬ The Highway User Revenue Fund, grant fund, and excise tax funds are considered special revenue funds, which are dedicated for specific purposes. The HURF fund can only be used for road maintenance, construction, and debt service on road improvement bonds. The grants that are proposed will be used to purchase fire equipment (Federal Emergency Management Agency), and Phase II of Fountain Park as well as an undesignated amount should we receive grants throughout the year. Expenditures from the excise tax special revenue fund are restricted for land preservation and downtown development. This budget provides that debt service payments for the MPC portion of the mountain preservation purchase be made out of this fund in order to free up general fund revenues ($639,610 for fiscal year 2003-2004). This budget also provides for capital expenditure from the downtown development fund in the amount of $225,000 for improvements to the Avenue of the Fountains. The downtown development funds are also proposed for use to hire a downtown development coordinator. If these expenditures are approved, the projected fund balance at the end of fiscal year 2003-2004 is estimated to be $1,339,590 for land preservation and $669,108 for downtown development. The debt service funds are for the payment of principal and interest on the Town’s general obligation bonds for the retirement of debt. A schedule of outstanding debt is included in the Schedules/Summaries section, page 133. The development fees fund is a restricted fund and may only be spent with Council approval. Additionally, expenditures from this fund are also restricted by Ordinances 00-21 through 00-26 which state that the expenditures cannot be “appropriated for funding maintenance or repair of public facilities nor operational or personnel expenses associated with the provision of the public facility”. However, appropriations can be made by the Council for financing public facilities and public facility expenditures, and capital expenditures related to maintaining the level of service standards for existing Town residents (streets). Fiscal Year 2003-2004 Budget - 11 - Town of Fountain Hills Transfers In prior years the Town’s general fund has allocated a portion of its revenues to the Highway Users Revenue Fund to help offset the costs of maintaining the community roads. However, a general fund transfer is not being proposed this fiscal year due to the need to increase the general fund balance. Two projects that require general fund matching funds, Fountain Park ($160,000) and FEMA firefighting equipment ($2,430), are included in the department budgets. Reserves One of the main goals of the Town Council is to ensure that adequate funding will be available to fund the designated and undesignated reserves. In May 2003, the Town Council adopted a formal fund balance policy appropriating funds as designated reserves for future capital expenditures, a contingency fund for unanticipated expenditures, and/or revenue shortfalls and an undesignated reserve fund. An important component of the reserve funds is an amount set aside that is not available for appropriation but will be maintained at a level that will satisfy the public and financial community regarding the fiscal stability of the Town, referred to as undesignated reserves. With the adoption of this budget the Town will set aside approximately 1/5 of the amount needed to reach the five-year goal to regain the fund balances to the designated amounts of roughly $4.7M. A contingency amount of $50,000 is included in non-departmental for minor unforeseen expenditures. The following chart depicts the historic and future trend of the general fund reserves. Fund Balance & Reserves General Fund $7,500,000 $7,000,000 $6,500,000 $6,000,000 $5,500,000 $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 19971998 19981999 19992000 20002001 20012002 Fiscal Years Fiscal Year 2003-2004 Budget - 12 - 20022003 20032004 20042005 Town of Fountain Hills A Debt of Gratitude A special thanks to the Mayor, Town Council members, and all commission members for their many hours of volunteer service without with the Town could not function in the fine manner that it has. This volunteer core of more than 200 citizens offers staff a vast bank of knowledge in many areas that contribute to the planning for the present but also for the future. Once again, my very sincere thanks. I would also like to thank the Town of Fountain Hills department directors for their patience and great effort in preparing their first departmental budgets under my leadership. Under very difficult times, these individuals have assumed more responsibility, endured more scrutiny and have been asked to provide more justification without one complaint. The directors and their staff endured several sessions with me justifying their programs, educating me about the uniqueness of Fountain Hills, developing cost estimates and answering my many questions. Their efforts have not gone unnoticed and have resulted in a balanced budget that achieves many goals for the vision of Fountain Hills. I would also like to thank Sue Stein, assistant to the town manager and town council, for coordinating the production of this budget document. Other contributors from the Administration Department who I would like to recognize are: Mike Ciccarone who provided the great photographs in the budget, and all staff members who helped assemble, review, and distribute the budget by the deadline date. Finally, I would like to thank Julie Ghetti, accounting supervisor, for her willingness to explore new and better methods of forecasting revenues and expenditures, the ability to meet any deadlines and implementing an improved budget format that succeeded in being awarded the GFOA (Government Finance Officers Association) Distinguished Budget Award for fiscal year 2002-2003 on its first submittal. I have confidence that the Town will be successful in receiving this award on an annual basis. Respectfully submitted, Timothy G. Pickering, CEcD, CM Town Manager Submitted June 19, 2003 Fiscal Year 2003-2004 Budget - 13 - Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 14 - Town of Fountain Hills Budget Process Introduction ▬▬▬▬▬▬ The budget process for the Town of Fountain Hills is designed to meet citizens’ needs for information and input; decision makers’ needs for information and advice from citizens on their desired blend of services; and the time line set by the State of Arizona through Arizona Budget Law. The information in this section is intended to help the Town Council, citizens, and staff better understand the budget process. The question and answer format is designed to assist the reader in finding information. When does the “budget season” start? ▬▬▬▬▬▬ The budget process typically begins in January when the Finance Department begins to review current levels of service, council goals and objectives, proposed capital improvements, and financial plans. In reality, the budget process for the Town is actually an ongoing process. Throughout the fiscal year, citizens and staff submit suggestions for new services, regulations, funding sources, and improved service delivery, as well as concerns to the Town Council and commissions for discussion, study, and/or implementation. Advisory boards and commissions develop plans for new or enhanced programs to be included in the following year’s budget proposal. What is a budget? ▬▬▬▬▬▬ Simply stated, a budget is an annual planning tool. It identifies the Town’s work plan and matches the financial, material, and human resources available with the requirements to complete the work plan. It includes information about the organization and identifies the council policy that directed the budget preparation. Although a budget is often discussed as a financial document, the financial portion means very little without the policy and administrative information that explains what the organization intends to do with the financial resources. What is a fund-based budget? ▬▬▬▬▬▬ The Town’s accounts are organized on the basis of funds. Each fund is a separate entity with its own set of self-balancing accounts comprised of its assets, liabilities, fund equity, revenues and expenditures. Fiscal Year 2003-2004 Budget - 15 - Town of Fountain Hills What funds are included in this budget? ▬▬▬▬▬▬ • • • • • General Fund – general purpose operating revenues: expenditures (non-restricted). Special Revenue Funds (restricted to purpose) – Highway User Revenue Funds (roads), excise tax special revenue (land preservation and downtown development), grants (varied purposes). Debt Service Fund – principal and interest payments on all general obligation bonds, revenue bonds, special districts and Municipal Property Corporation. Development Fee Fund – capital projects related to growth Capital Projects Fund – accumulation of funds and administration of a large capital project. How can I find out what a department is doing? ▬▬▬▬▬▬ Departments are organizational units formed on the basis of compatible services. Departments provide services based on departmental goals and objectives that fulfill work plans. In some cases, a department will work within several funds. Although each of the operations in these funds is different, they are similar enough that savings can be achieved by having people who can share job responsibilities. Each department prepares a budget that includes information about the organizational unit and matches the available resources with the requirements to complete the department and fund work plans. Why does a town create a budget? ▬▬▬▬▬▬ All cities and towns in Arizona are required to adopt an annual budget. State law dictates that fiscal years begin on July 1 and end on June 30. Certain parts of the budget document such as summaries of revenues and expenditures showing two years of spending history are required by State law. When can a citizen have input into the budget process? ▬▬▬▬▬▬ Town staff welcomes comments and suggestions throughout the year. The final opportunity occurs in May when the Town Council holds a public hearing on the proposed budget as recommended through the budget hearings. This is the last opportunity to increase the budget for the next fiscal year. Once the tentative budget is adopted, line items can only be decreased prior to the budget’s final adoption. Many revenue estimates must be made based on assumptions regarding general economic conditions. For example, development related revenues (building permits, system development charges, etc.) are all based on assumptions regarding development forecasts for Fountain Hills during the coming year. Revenue estimates are conservative to avoid setting expenditure budgets that will not be supported by actual revenues. Fiscal Year 2003-2004 Budget - 16 - Town of Fountain Hills Can the budget be amended once it is adopted? ▬▬▬▬▬▬ During the fiscal year, the town manager may transfer appropriations between line items within a department. What basis of accounting/budgeting does the Town use? ▬▬▬▬▬▬ Governmental fund budgets (General, Special Revenue, Debt Service, Capital Projects) are prepared on a modified accrual basis. This means that expenditures are recorded when the related fund liability is incurred, and revenues are recognized only when they are measurable and available. In all cases, when goods and services are not received by year-end, the encumbrances lapse. The Comprehensive Annual Financial Report (CAFR) shows the status of the Town’s finances on the basis of “generally accepted accounting principles” (GAAP). In most cases, this conforms to the way the Town prepares its budget. The exceptions are liabilities for compensated absences, i.e. vacation pay, which are expected to be paid with available financial resources. The liability is reported as accrued by employees (GAAP) as opposed to being expended when paid (Budget). The Comprehensive Annual Financial Report shows fund expenditures and revenues on both a GAAP basis and Budget basis for comparison purposes. How do I get more information? ▬▬▬▬▬▬ All requests for public information in the Town of Fountain Hills are handled by the Town Clerk’s office. Please call (480) 837-2003 or visit the Town’s website www.fh.az.gov and click on the Accounting Department icon. Fiscal Year 2003-2004 Budget - 17 - Town of Fountain Hills Budget Schedule (Fiscal Year 2003-2004) Date___________ Action______________________________________ Jan. 20 – Feb. 14 Department directors and accounting supervisor review YTD 2002-2003 budget and projected year end balance. Department directors prepare initial budget requests. February 10 Summary of estimated fiscal year end 2002-2003 revenue, expenditures, and fund balance submitted to town manager, department directors Feb. 3 – March 21 Fiscal year 2003-2004 revenue projections are prepared and reviewed with town manager. February 14 Departmental proposed budget numbers submitted to accounting department (revenues and expenditures). March 11 Department justifications for expenditures due. March 17 – March 28 Department directors, town manager and accounting supervisor meet to review requested expenditures. March 28 Departmental language finalized and electronically submitted to accounting department. April 4 Draft budget document submitted to town manager. April 7 – April 15 Staff review of proposed budget. April 28 Document submitted electronically for final compilation. May 7 Council receives copy of draft budget. May 15 Public Council budget meeting – Adopt tentative budget. June 19 Regular Council meeting – Adopt final budget. July 1 Regular Council meeting – Adopt tax levy. Fiscal Year 2003-2004 Budget - 18 - Town of Fountain Hills All Funds Revenue Summary FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Revised Est. FY 2003-2004 Proposed Source of Revenues GENERAL FUND Intergovernmental State Sales Tax State Income Tax Vehicle License Tax Fire Insurance Premium Tax Total Intergovernmental $1,320,401 $1,688,004 $576,264 $0 $3,584,669 $1,559,318 $2,110,536 $667,570 $0 $4,337,424 $1,500,000 $2,100,000 $660,000 $28,000 $4,288,000 $1,500,000 $2,100,000 $750,000 $88,000 $4,438,000 $1,575,000 $1,826,315 $760,822 $88,000 $4,250,137 Taxes Property Tax Local Sales Tax Franchise Tax Total Taxes $0 $4,923,174 $125,982 $5,049,156 $1,355,318 $4,355,701 $130,694 $5,841,713 $0 $4,300,000 $130,000 $4,430,000 $10,000 $4,971,875 $150,000 $5,131,875 $0 $6,459,293 $150,000 $6,609,293 $175,724 $112,731 $61,284 $349,739 $175,376 $185,431 $36,854 $397,661 $190,000 $50,000 $15,000 $255,000 $160,000 $90,000 $20,000 $270,000 $188,750 $41,000 $15,200 $244,950 $24,072 $87,521 $1,871,925 $28,160 $53,205 $2,064,884 $24,779 $87,394 $997,239 $27,327 $29,040 $1,165,779 $25,000 $65,000 $700,000 $15,000 $15,000 $820,000 $25,000 $90,000 $900,000 $25,000 $20,000 $1,060,000 $32,495 $95,210 $769,250 $15,300 $15,750 $928,005 $303,261 $7,098 $310,358 $256,774 $8,831 $265,605 $260,000 $0 $260,000 $250,000 $0 $250,000 $212,000 $1,500 $213,500 Community Center Rental Fees Bar Sales/Commission Total Community Center $14,166 $0 $14,166 $71,057 $41,291 $112,347 $100,000 $35,000 $135,000 $120,000 $40,000 $160,000 $195,000 $40,000 $235,000 Miscellaneous Leases Donations Interest on Investments Miscellaneous Total Miscellaneous $21,615 $400 $380,824 $10,957 $413,796 $36,556 $12,760 $188,681 $1,729,801 $1,967,798 $36,600 $0 $150,000 $12,000 $198,600 $51,600 $10,000 $0 $50,000 $111,600 $63,000 $0 $85,000 $50,000 $198,000 $0 $0 $0 $0 $0 $0 $1,070,000 $137,300 $1,000,000 $0 $137,300 $1,255,000 $0 $0 $0 $11,786,768 $14,088,326 $12,593,900 $12,813,775 $12,678,885 Charges for Services Parks & Rec User Fees Encroachment Permit Fee Subdivision Fees Total Charges for Services Licenses and Permits Animal License Fees Business License Fees Building Permit Fees Rezoning/Variance Fees Improvement Plan Review Fee Total Licenses and Permits Fines and Forfeitures Court Fines JCEF/CCEF Revenue Total Fines and Forefeitures Transfer from County Transfer from Development Fees Transfer from MPC (BNY) TOTAL GENERAL FUND REVENUES Fiscal Year 2003-2004 Budget - 19 - Town of Fountain Hills All Funds Revenue Summary – continued FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Revised Est. FY 2003-2004 Proposed $1,061,521 $109,942 $93,986 $7,749 $0 $1,034,234 $2,307,432 $1,254,816 $114,861 $37,422 $7,648 $0 $588,079 $2,002,827 $1,310,000 $110,000 $20,000 $2,000 $0 $249,000 $1,691,000 $1,300,000 $113,000 $35,000 $0 $7,500 $0 $1,455,500 $1,401,400 $115,000 $6,000 $500 $1,000 $0 $1,523,900 $635,243 $211,748 $846,991 $804,959 $271,065 $1,076,024 $806,250 $268,750 $1,075,000 $806,250 $268,750 $1,075,000 $880,813 $293,600 $1,174,413 $0 $0 $174,000 $174,000 $0 $0 $117,000 $117,000 $0 $0 $190,991 $238,679 $1,500 $0 $0 $431,170 $3,585,593 $118,086 $0 $2,500 $0 $0 $120,586 $3,373,437 $28,900 $0 $4,000 $83,000 $750,000 $865,900 $3,631,900 $28,900 $0 $0 $51,551 $0 $80,451 $2,727,951 $0 $160,000 $0 $21,600 $680,000 $861,600 $3,559,913 $697,684 $0 $697,684 $1,341,025 $953 $1,341,978 $1,250,000 $2,650 $1,252,650 $1,290,000 $0 $1,290,000 $1,540,000 $1,000 $1,541,000 $112,800 $645,240 $394,600 $7,958 $1,858,282 $135,861 $715,494 $407,634 $4,520 $2,605,487 $126,000 $490,000 $380,000 $4,500 $2,253,150 $126,000 $490,000 $380,000 $4,500 $2,290,500 $124,000 $561,500 $375,500 $4,500 $2,606,500 $960 $13,742 $33,900 $37,740 $13,987 $100,329 $10,843 $144,761 $176,759 $198,023 $160,338 $690,724 $8,510 $84,235 $292,650 $367,790 $123,030 $876,215 $5,700 $89,070 $199,725 $222,350 $82,350 $599,195 $9,950 $138,175 $347,200 $386,500 $139,900 $1,021,725 CAPITAL PROJECTS FUND Community Center MPC Land Preservation Library Museum TOTAL CAPITAL PROJECTS FUND $0 $13,826,973 $1,530,431 $15,357,404 $0 $13,826,973 $13,826,973 $2,100,000 $0 $0 $2,100,000 $2,189,660 $0 $0 $2,189,660 $0 $0 $0 $0 TOTAL ALL FUNDS $32,688,376 $34,584,947 $21,455,165 $20,621,081 $19,867,023 Source of Revenues SPECIAL REVENUE FUNDS Highway Users Revenue Funds Highway Users Local Transportation (LTAF) In Lieu Payments Interest Miscellaneous Transfers In Total Highway Users Revenue Fund Excise Tax Special Revenue Land Preservation Downtown Development Total Excise Tax Special Revenue Community Center FF&E Donations Total Community Center FF&E Grants COPS Universal State Parks AZ Commission on the Arts FEMA - Fire Department Miscellaneous Grants Total Grants TOTAL SPECIAL REVENUE FUNDS DEBT SERVICE FUNDS General Obligation Bonds Secondary Property Tax Interest Total General Obligation Bonds HURF Street Paving Transfers Eagle Mountain CFD Community Center MPC Cottonwoods Improvement District TOTAL DEBT SERVICE FUNDS DEVELOPMENT FEES Marshal Department Development Fees Street Department Development Fees Parks & Recreation Development Fees Open Space Development Fees General Government Development Fees TOTAL DEVELOPMENT FEES FY 2000-2001 Actual Fiscal Year 2003-2004 Budget - 20 - Town of Fountain Hills All Funds Expenditures FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Revised Est. FY 2003-2004 Proposed $765,444 $296,802 $58,290 $2,855,337 $262,693 $337,693 $650,018 $1,663,118 $644,256 $2,016,483 $2,483,545 $0 $45,833 $1,357,489 $13,437,001 $1,067,997 $337,469 $102,491 $2,826,034 $213,318 $347,581 $524,116 $1,181,919 $744,139 $812,452 $2,645,929 $1,819,291 $50,825 $2,324,389 $14,997,951 $660,704 $327,470 $64,660 $3,109,900 $184,555 $409,510 $501,700 $1,205,200 $728,350 $845,620 $2,696,380 $2,361,270 $47,500 ($1,132,300) $12,010,519 $585,030 $286,489 $57,460 $3,025,525 $150,050 $301,450 $389,215 $982,050 $652,400 $733,795 $2,556,760 $2,326,700 $47,500 ($317,300) $11,777,124 $469,994 $299,870 $85,360 $3,329,771 $178,169 $252,000 $587,900 $1,082,560 $543,070 $1,205,840 $1,743,538 $2,335,830 $50,000 $0 $12,163,902 $2,298,427 $2,011,832 $238,679 $1,500 $0 $0 $0 $2,538,606 $0 $2,500 $0 $51,706 $0 $2,066,038 $1,689,447 $28,900 $0 $4,000 $83,000 $120,000 $750,000 $2,675,347 $1,389,449 $28,900 $0 $0 $51,551 $52,000 $0 $1,521,900 $1,523,900 $0 $320,000 $0 $24,150 $187,294 $680,000 $2,735,344 $0 $0 $0 $2,538,606 $520,315 $50,000 $570,315 $2,636,353 $605,000 $175,000 $780,000 $3,455,347 $627,750 $7,600 $635,350 $2,157,250 $639,610 $318,455 $958,065 $3,693,409 $351,573 $156,875 $380,602 $0 $889,050 $338,220 $142,000 $397,075 $402,000 $1,279,295 $354,000 $137,500 $385,000 $513,500 $1,390,000 $354,000 $137,500 $385,000 $513,500 $1,390,000 $360,000 $133,000 $372,000 $505,000 $1,370,000 Fund/Department GENERAL FUND Community Center Municipal Court Town Council Administration Information Technology Planning & Zoning Building Safety Public Works Recreation Parks Law Enforcement Fire Department NonDepartmental Transfers (In)/Out TOTAL GENERAL FUND SPECIAL REVENUE FUNDS Highway Users COPS Universal State Parks AZ Commission on the Arts FEMA - Fire Department Community Center FF&E Miscellaneous Grants Total Grants Excise Tax Special Revenue Land Preservation Downtown Development Total Excise Tax Special Revenue TOTAL SPECIAL REVENUE FUNDS DEBT SERVICE FUNDS General Obligation Bonds Bond Payment - GO Bond Payment - Lakeside Bond Payment - Library/Museum Bond Payment - Mtn Preserve GO Total General Obligation Bonds Fiscal Year 2003-2004 Budget - 21 - Town of Fountain Hills All Funds Expenditures – continued FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Revised Est. FY 2003-2004 Proposed Fund/Department Special Districts/MPC Debt Service: Bond Payment - HURF Bond Payment - Cottonwoods ID. MPC - Community Center Eagle Mountain CFD Total Special District Debt Service TOTAL DEBT SERVICE FUNDS DEVELOPMENT FEES Law Enforcement Development Fees Street Department Development Fees Parks & Recreation Development Fees Open Space Development Fees General Government Development Fees TOTAL DEVELOPMENT FEES CAPITAL PROJECTS FUND Community Center MPC Land Preservation Library Museum TOTAL CAPITAL PROJECTS FUND TOTAL ALL FUNDS $113,223 $4,667 $394,600 $324,231 $836,721 $1,725,771 $135,861 $3,821 $392,000 $321,526 $853,208 $2,132,503 $126,000 $4,500 $380,000 $458,350 $968,850 $2,358,850 $126,000 $4,500 $380,000 $508,350 $1,018,850 $2,408,850 $124,000 $4,500 $375,500 $514,500 $1,018,500 $2,388,500 $0 $0 $0 $0 $0 $0 $0 $0 $80,954 $0 $185,500 $266,454 $0 $245,835 $0 $15,000 $137,300 $398,135 $0 $7,000 $0 $0 $50,000 $57,000 $0 $200,000 $129,670 $33,500 $50,000 $413,170 $0 $1,400,000 $0 $13,750,000 $362,500 $0 $0 $0 $1,400,000 $13,750,000 $362,500 $0 $0 $0 $0 $0 $19,101,378 $33,783,261 $18,585,351 $16,400,224 $18,658,981 Fiscal Year 2003-2004 Budget - 22 - Town of Fountain Hills Budgeted Expenditure by Account Code – All Funds 5200 5201 5202 5203 5204 5205 5206 5207 5208 5209 5211 5901 5902 5903 5906 5908 5915 5920 5929 5930 5932 5933 5935 5936 5941 5947 5950 5955 5980 6400 6402 6403 6404 6405 6406 6410 6415 6420 Gen Fund TOTALS Special Rev Funds Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Recruitment Costs Disability Insurance $2,800,614 $60,590 $4,245 $283,142 $3,230 $33,492 $0 $34,170 $276,451 $12,061 $497,676 $7,460 $696 $62,592 $840 $7,488 $0 $28,747 $55,844 $2,257 $180 Total Wages & Salaries $3,510,994 $663,780 $35,300 $84,700 $301,400 $38,000 $43,500 $3,500 Accounting Fees Professional Fees Legal Fees Jail/Prisoner Fees Engineering Fees Rabies & Animal Control Elections Expense Intergovernmental Agreements Special Programs - RPTA Special Programs - Chamber Special Programs Youth And Teens Sports Activities Spec.Programs-Constituent Comm McDowell Mtn Preservation Tourism Sheriff's Contract Rural Metro Contract Sales Tax Rebates $36,000 $3,000 $56,250 $0 $225,950 $11,100 $51,100 $58,200 $1,000 $50,500 $1,598,388 $2,273,480 $798,460 Total Contract Services $5,692,528 $88,710 Vehicle Repairs & Maintenance Road Repair & Maintenance Equipment Rental Building Repairs & Maintenance Office Equip. Repairs & Maint. Major Road Improvements Field Preparation/Maintenance Mowing/Landscape Maintenance Dam/Wash Maintenance $47,000 $0 $6,150 $99,522 $74,379 $0 $90,300 $295,800 $150,000 $30,000 $128,600 $500 $4,000 $500 $407,475 Total Repairs & Maintenance $763,151 $571,075 FF&E Development Debt Fees Service $0 $0 $0 $4,000 $25,000 $10,000 $46,210 $0 $0 $7,500 $7,500 $15,000 Fiscal Year 2003-2004 Budget - 23 - $0 $0 $0 TOTAL ALL FUNDS % of Total $3,298,290 $68,050 $4,941 $345,734 $4,070 $40,980 $0 $62,917 $332,295 $2,257 $12,241 17.7% 0.4% 0.0% 1.9% 0.0% 0.2% 0.0% 0.3% 1.8% 0.0% 0.1% $4,174,774 22.4% $38,800 $84,700 $305,400 $38,000 $68,500 0.2% 0.5% 1.6% 0.2% 0.4% $36,000 $3,000 $56,250 $0 $235,950 $11,100 $51,100 $58,200 $1,000 $50,500 $1,598,388 $2,273,480 $844,670 0.2% 0.0% 0.3% 0.0% 1.3% 0.1% 0.3% 0.3% 0.0% 0.3% 8.6% 12.2% 4.5% $5,781,238 31.0% $77,000 $128,600 $6,650 $111,022 $82,379 $407,475 $90,300 $295,800 $150,000 0.4% 0.7% 0.0% 0.6% 0.4% 2.2% 0.5% 1.6% 0.8% $1,349,226 7.2% Town of Fountain Hills Budgeted Expenditure by Account Code – All Funds – continued Gen Fund TOTALS 6501 6505 6507 6508 6509 6511 6514 6517 6520 6525 6529 6530 6531 6534 6537 6546 6548 6549 6550 6560 6650 8020 8025 8026 8090 9000 9030 9999 Special Rev Funds Advertising/Signage Conferences Continuing Education Dues & Publications Dues - GPEC Electricity Expense Gas & Oil Expense Liability Insurance Office Supplies Tools, Shop Supplies Firefighting Equipment Postage Bar Supplies Printing Rent Expense Communication Expense Water/Sewer Travel Expense Uniforms Weapons and Ammunition Bank Charges CCEF Expenditures $40,500 $14,095 $36,530 $54,890 $8,300 $313,632 $41,150 $250,000 $43,800 $5,300 $12,000 $17,200 $25,000 $18,500 $482,920 $86,450 $142,362 $6,550 $11,500 $0 $4,400 $1,500 Total Supplies & Services $1,616,579 $224,550 $12,294 Capital Outlay - Furn & Equip. Capital Outlay - Computers Capital Outlay - Software Capital Expend. - Improvements Debt Service Debt Retirement Contingency $3,600 $4,050 $13,000 $510,000 $0 $0 $50,000 $685,000 $20,000 Total Capital/Contingency $580,650 $1,958,000 $160,000 GRAND TOTAL $100 $2,500 $4,300 $4,600 FF&E $25,000 $17,000 $117,000 $2,000 $5,000 $24,150 $300 Developmen Fees Debt Service $5,000 0.2% 0.1% 0.2% 0.3% 0.0% 1.8% 0.3% 2.0% 0.3% 0.1% 0.2% 0.1% 0.1% 0.1% 2.6% 0.5% 0.8% 0.0% 0.1% 0.0% 0.0% 0.0% $1,853,423 9.9% $708,600 $4,050 $13,000 $1,468,170 $2,511,500 $605,000 $190,000 3.8% 0.0% 0.1% 7.9% 13.5% 3.2% 1.0% $5,500,320 29.5% $413,170 $2,388,500 $18,658,981 100.0% $2,500 $7,500 $6,000 $100 $9,000 $0 $0 $413,170 $2,388,500 $140,000 $12,163,902 $3,506,115 $187,294 Fiscal Year 2003-2004 Budget - 24 - % of Total $45,600 $16,595 $40,830 $59,490 $8,300 $338,632 $58,150 $367,000 $50,594 $10,300 $36,150 $17,200 $25,000 $21,300 $482,920 $93,950 $148,362 $6,650 $20,500 $0 $4,400 $1,500 $4,794 $545,000 $123,000 $605,000 TOTAL ALL FUNDS $413,170 $2,388,500 Town of Fountain Hills General Fund Revenues and Expenditures Summary FY 2000-2001 Actual REVENUES State Sales Tax State Revenue Sharing Vehicle License Tax Fire Insurance Premium Tax Property Tax Local Sales Tax Business License Fees Building Permits Court Fines & Fees Animal License Fees JCEF Revenue CCEF Revenue Rezoning/Variance/Special Use Improvement Plan Review Fee Encroachment Permit Fees Subdivision Fees Franchise Fees Parks & Recreation User Fees Rental Cellular Lease Payment Bar Sales/Commission Donations Interest/Investment Income Miscellaneous TOTAL CURRENT REVENUE EXPENDITURES: Mayor and Town Council Administration Information Technology Building Safety Public Works Planning and Zoning Recreation Parks Community Center Law Enforcement Fire Department Municipal Court Non Departmental (Contingency) Transfer from County Transfer from Development Fees Transfer from MPC (BNY) Street Department MPC Land Preservation Fund Downtown Development Fund TOTAL EXPENDITURES &TRANSFERS FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 1,320,401 1,688,004 576,264 0 0 4,923,174 87,521 1,871,925 303,261 24,072 5,578 1,520 28,160 53,205 112,731 61,284 125,982 175,724 14,166 21,615 0 400 380,824 10,957 1,559,318 2,110,536 667,570 0 1,355,318 4,355,701 87,394 997,239 256,774 24,779 0 8,831 27,327 29,040 185,431 36,854 130,694 175,376 71,057 36,556 41,291 12,760 188,681 1,729,801 1,500,000 2,100,000 660,000 28,000 0 4,300,000 65,000 700,000 260,000 25,000 1,500,000 2,100,000 750,000 88,000 10,000 4,971,875 90,000 900,000 250,000 25,000 0 15,000 15,000 50,000 15,000 130,000 190,000 100,000 36,600 35,000 0 150,000 12,000 0 25,000 20,000 90,000 20,000 150,000 160,000 120,000 51,600 40,000 10,000 0 50,000 1,575,000 1,826,315 760,822 88,000 0 6,459,293 95,210 769,250 212,000 32,495 1,500 0 15,300 15,750 41,000 15,200 150,000 188,750 195,000 63,000 40,000 0 85,000 50,000 $11,786,768 $14,088,326 $10,386,600 $11,421,475 $12,678,885 58,290 2,855,337 262,693 650,018 1,663,118 337,693 644,256 2,016,483 765,444 2,483,545 0 296,802 45,833 102,491 2,826,034 213,318 524,116 1,181,919 347,581 744,139 812,452 1,086,274 2,645,929 1,819,291 337,469 50,825 64,660 3,109,900 184,555 501,700 1,205,200 409,510 728,350 845,620 660,704 2,696,380 2,361,270 327,470 47,500 57,460 3,025,525 150,050 389,215 982,050 301,450 652,400 733,795 585,030 2,556,760 2,326,700 286,489 47,500 85,360 3,329,771 178,169 587,900 1,082,560 252,000 543,070 1,205,840 469,994 1,743,538 2,335,830 299,870 50,000 0 0 217,518 1,031,871 806,250 268,750 (1,070,000) (137,300) (1,000,000) 0 0 806,250 268,750 0 (137,300) (1,255,000) 0 0 806,250 268,750 0 0 0 1,357,489 $13,437,001 $15,016,228 $12,010,519 $11,777,124 0 0 0 0 0 0 0 $12,163,902 EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES (1,650,233) Fund Balance Beginning of Year $6,314,461 $4,664,228 $2,483,712 $3,736,326 $3,380,677 Ending Fund Balance $4,664,228 $3,736,326 $859,793 $3,380,677 $3,895,660 (927,902) Fiscal Year 2003-2004 Budget - 25 - (1,623,919) (355,649) 514,983 Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 26 - Town of Fountain Hills General Fund Revenues General fund operating revenues are estimated at $12,678,885 for fiscal year 2003-2004. The following charts are a new addition to the budget this year and will summarize operating revenues by major source, as well as show a ten-year history. The charts highlight the trends, account codes, restrictions on usage, major influences and assumptions for the fiscal year 2003-2004 estimate. Fiscal Year 2003-2004 Budget - 27 - Town of Fountain Hills State Shared Sales Tax Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purposes. 1990-91 Account: 3010 Amount 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 (est.) 2003-04 (est.) Change $397,853 $602,256 $650,250 $705,184 $772,609 $830,145 $998,459 $1,054,548 $1,130,422 $1,242,559 $1,320,401 $1,559,318 $1,500,000 $1,575,000 51.4% 8.0% 8.4% 9.6% 7.4% 20.3% 5.6% 7.2% 9.9% 6.3% 18.1% -3.8% 5.0% Increase as a result of mid-decade census population growth Assumptions The State assesses a 6.3% sales tax, of which cities and towns share in the collections total on the basis of the relation of its population to the total population of all incorporated cities and towns in the state using the 2000 census figures. The drop in sales tax receipts in FY 2002-2003 reflects the slowdown in the economy that has been felt statewide. The revenue estimate for FY 2003-2004 as provided by the League of Arizona Cities and Towns was compared to State-wide estimates from the Joint Legislative Budget Committee. The FY 2003-2004 estimate is lower than the League estimate of $1,600,687 for conservatism but still reflects a 5.0% growth over the FY 2002-2003 estimate. Major influences: Construction Activity, Retail Sales, Population and Economy STATE SHARED SALES TAX Last Ten Fiscal Years $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est.) (est.) Fiscal Year 2003-2004 Budget - 28 - Town of Fountain Hills State Income Tax Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purposes. Account: 3020 Amount Change 1990-91 $390,512 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $621,504 $648,456 $653,838 $722,920 $766,077 $1,071,161 $1,210,113 $1,412,702 $1,567,610 $1,688,004 59.2% 4.3% 0.8% 10.6% 6.0% 39.8% 13.0% 16.7% 11.0% 7.7% 2001-02 2002-03 (est.) 2003-04 (est.) $2,110,536 $2,100,000 $1,826,315 25.0% -0.5% -13.0% Increase as a result of mid-decade census population growth Assumptions A 1972 citizen's initiative gave the cities and towns a percentage share of the state income tax, officially called urban revenue sharing. Arizona cities and towns receive 14.8% of the State's income tax collections until FY 2004-2005 when the percentage will go back up to 15%. This state shared revenue is distributed to cities and towns based on the relation of their population to the total population of all incorporated cities and towns in the state according to the 2000 census. Amounts distributed are based on actual income tax collections from two years prior to the fiscal year in which the Town receives the funds. The estimated revenue for next fiscal year is provided by the Arizona League of Cities and Towns and is the first time in thirty years that this revenue source has gone down over the previous year (16.32%). Major Influences: Personal Income, Corporate Net Profits, Population and State Policy STATE SHARED IN COME TAX Last Ten Fiscal Years $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est .) (est .) Fiscal Year 2003-2004 Budget - 29 - Town of Fountain Hills Vehicle License Tax Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purposes. Account: 3030 Amount Change 1990-91 $85,000 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $134,247 $170,922 $228,936 $285,044 $273,111 $378,103 $403,775 $476,430 $524,796 $576,264 57.9% 27.3% 33.9% 24.5% -4.2% 38.4% 6.8% 18.0% 10.2% 9.8% 2001-02 2002-03 (est.) 2003-04 (est.) $667,570 $750,000 $760,822 15.8% 12.3% 1.4% Assumptions Approximately 20% of the revenues collected for the licensing of motor vehicles is distributed to incorporated cities and towns. The Town receives its share of the vehicle license tax collections based on its population in relation to the total incorporated population of the county (0.7%). The remainder of the revenues collected are shared by schools, counties, and the state. The fiscal year 2003-2004 estimate is based on receiving 0.7% of the mid-point between the County's most likely and pessimistic projection ($108,688,909). Major Influences: Automobile Sales, Population, and State Policy VEHICLE LICENSE TAX Last Ten Fiscal Years $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est .) (est .) Fiscal Year 2003-2004 Budget - 30 - Town of Fountain Hills Local Sales Tax Percent Restrictions Fiscal Year Of the total proceeds from the 2.6% tax rate .4% of the revenue is restricted for Land Preservation and Downtown Development. Additionally, bond payments due under the Municipal Property Corporation Agreement are repaid from local sales tax. Excess proceeds are not restricted but must be expended for public purpose. 1990-91 $0 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 $0 $0 $0 $16,622 $1,610,116 $2,664,923 $2,920,084 $3,394,152 65.5% 9.6% 16.2% 1999-00 $4,087,514 20.4% 2000-01 $4,923,174 20.4% 2001-02 $4,355,701 -11.5% 2002-03 (est.) 2003-04 (est.) $4,971,875 $7,633,710 14.1% 53.5% Account: 3205 Amount Change Rate increase Assumptions Fountain Hills’ local sales tax rate is 2.6% of which 2.2% is unrestricted. The remaining is dedicated to land preservation (0.3%) and downtown development (0.1%). The Town Council approved a 1% increase in the local sales tax effective April 1, 2003 to help fund fire and emergency medical services and restore financial stability to the Town, providing an additional $671,875 in FY 2002-2003. Sales tax collections for FY 2003-2004 are estimated to increase by approximately 9.2% excluding the rate increase proceeds. The additional revenue will be provided by the new shopping center that opened in October 2002. Major Influences: Economy, Construction Activity, Retail Sales, and Public Policy LOCAL SALES TAX Last Ten Fiscal Years $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est .) (est .) Fiscal Year 2003-2004 Budget - 31 - Town of Fountain Hills Fines and Forfeitures Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purpose. 1990-91 $0 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $123,498 $134,618 $166,736 $171,675 $211,289 $209,485 $208,900 $259,453 $293,910 $310,359 -0.9% -0.3% 24.2% 13.3% 5.6% 2001-02 2002-03 (est.) 2003-04 (est.) $265,605 $250,000 $212,000 -14.4% -5.9% -15.2% Account: 3230 Amount Change Assumptions Municipal Court fines come from traffic violations and other fines paid for the violation of municipal ordinances. The decline in fines and forfeitures beginning in FY 2001-2002 is related to the reductions in the Marshal Department that were initiated in October 2001. A dual law enforcement agency system has been utilized in Fountain Hills since 1991. The Town will revert to a single agency law enforcement system beginning in FY 2003-2004 due to financial constraints. FINES & FORFEITURES Last Ten Fiscal Years $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est.) (est.) Fiscal Year 2003-2004 Budget - 32 - Town of Fountain Hills Building Related Fees Percent Change Restrictions Fiscal Year No restrictions on usage. Must be expended for public purpose. 1990-91 $0 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $427,949 $490,837 $807,940 $1,379,965 $1,688,321 $1,759,326 $1,912,468 $2,433,602 $2,547,521 $2,127,305 4.2% 8.7% 27.2% 4.7% -16.5% 2001-02 2002-03 (est.) 2003-04 (est.) $1,275,891 $1,055,000 $872,250 -40.0% -17.3% -17.3% Accounts: 3220-3250 Amount Assumptions Revenues from this source include the fees collected from building permits, rezoning, improvement plan, encroachment and subdivision plans. The sharp decline from 2001 to present is due to the absence of production home building, economic downturn and completion of several major development projects, such as Eagle Mountain, Monterra Ranch, Diamonte del Lago and the Target shopping center. While the number of permits being issued has decreased the permit valuation will increase with the construction of primarily residential custom homes on large lots. Permits Valuation FY1999-2000 510 $146,408,220 FY2000-2001 342 $105,687,713 FY2001-2002 218 $113,122,831 (large commercial project) FY2002-2003 (est.) 144 $53,736,500 Major Influences: Population, Economy, Development, Public Policy BUILDING RELATED FEES Last Ten Fiscal Years $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 Fiscal Year 2003-2004 Budget - 33 - 2001-02 2002-03 (e s t.) 2003-04 (e s t.) Town of Fountain Hills License Fees Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purpose. 1990-91 $0 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $23,628 $29,488 $39,523 $53,925 $61,594 $70,038 $81,125 $90,717 $100,134 $115,681 13.7% 15.8% 11.8% 10.4% 15.5% 2001-02 2002-03 (est.) 2003-04 (est.) $112,173 $115,000 $127,705 -3.0% 2.5% 11.0% Accounts: 3210, 3225 Amount Change Assumptions License fees are derived from a license tax on professions, occupations, businesses and animals within the Town. The license fee is used primarily as a means of regulating businesses and animal control within the community. The estimate for FY 2003-2004 is based on 2,041 active business licenses and 2,761 animal licenses. Major Influences: Economy, Enforcement LICENSE FEES Last Ten Fiscal Years $140,000 $120,000 $100,000 $80,000 $60,000 $40,000 $20,000 $0 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 (est.) (est.) Fiscal Year 2003-2004 Budget - 34 - Town of Fountain Hills Charges for Services Percent Restrictions Fiscal Year No restrictions on usage. Must be expended for public purpose. 1990-91 $0 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $33,819 $39,183 $37,934 $44,827 $70,948 $150,209 $656,283 $479,633 $267,835 $211,800 111.7% 336.9% -26.9% -44.2% -20.9% 2001-02 2002-03 (est.) 2003-04 (est.) $324,300 $371,600 $486,750 53.1% 14.6% 31.0% Accounts: 3270, 3280, 3285 Amount Change Assumptions Charges for services are collected from users of Town facilities (parks, community center) or programs (recreation). During FY 1997-1998 the master developer in Fountain Hills transferred Fountain Park to the Town along with a monetary contribution for the two years following. In September 2001 the new Fountain Hills Community Center opened providing a venue for weddings, banquets, civic meetings, etc. The Community Center Advisory Commission reviewed the rates in early 2003 and the recommended increase was approved by the Council in April and is reflected in the FY 2003-2004 estimate. Major Influences: Population, Internal Policy on Rates CHARGES FOR SERVICES Last Ten Fiscal Years $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 91-92 92-93 93-94 94-95 95-96 96-97 97-98 98-99 99-00 00-01 01-02 02-03 (es t) Comm. Center Recreation Fiscal Year 2003-2004 Budget - 35 - 03-04 (es t) Town of Fountain Hills General Fund Expenditure Summary TOWN OF FOUNTAIN HILLS 2003-04 GENERAL FUND EXPENDITURE SUMMARY Department Mayor and Town Council Administration Information Technology Law Enforcement Fire Department Municipal Court Parks & Recreation Community Center Public Works Building Safety Planning & Zoning Contingency GENERAL FUND TOTALS % of General Fund Salaries & Benefits Contract Services Repairs & Maintenance Supplies & Services Capital Outlay Total % of Total $34,660 $830,300 $0 $75,900 $0 $276,320 $586,910 $301,144 $635,710 $553,100 $227,950 $0 $1,410,210 $22,200 $1,662,588 $2,273,480 $8,200 $155,350 $52,000 $44,000 $15,000 $2,500 $0 $71,522 $53,029 $500 $27,200 $1,100 $295,500 $8,300 $303,000 $2,500 $500 $50,700 $1,017,739 $85,890 $4,550 $35,150 $14,250 $201,150 $104,950 $99,850 $17,300 $21,050 $0 $0 $17,050 $0 $0 $0 $510,000 $3,600 $0 $0 $0 $85,360 $3,329,771 $178,169 $1,743,538 $2,335,830 $299,870 $1,748,910 $469,994 $1,082,560 $587,900 $252,000 $50,000 0.7% 27.4% 1.5% 14.3% 19.2% 2.5% 14.4% 3.9% 8.9% 4.8% 2.1% 0.4% $3,521,994 $5,645,528 $763,151 $1,652,579 $530,650 $12,163,902 100.0% 29.0% 46.4% 6.3% Fiscal Year 2003-2004 Budget - 36 - 13.6% 4.4% 100.0% _______________________ Town Council _______________________ Town of Fountain Hills Fountain Hills Town Council Mayor Wally Nichols Vice Mayor Susan Ralphe Councilmember Mike Archambault Councilmember John Kavanagh Councilmember Rick Melendez Councilmember Kathleen Nicola Councilmember Leesa Stevens Fiscal Year 2003-2004 Budget - 37 - Town of Fountain Hills Fountain Hills Town Council Mayor Wally Nichols ______________________________________________________________________________ Wallace J. Nichols was elected Mayor of Fountain Hills in May 2003. His background in the community began in 1985, when Wally and his wife, Sheila, bought their first condominium in Fountain Hills as a retreat from the Barrington, Illinois winters. As the years went by, they found themselves staying longer here than in Illinois. Wally and Sheila made the Town of Fountain Hills their permanent home in 1995. The Nichols keep busy with their family of two sons, three grandchildren, and four foster daughters. Mr. Nichols has served in highly regarded positions throughout his career; such as Executive Director for WorldatWork (formerly ACA), Managing Director for Nichols & Wharton, Inc., Senior Vice-President Human Resources at Premark International, Inc., Vice-President of Compensation & Benefits for Dart & Kraft International, Inc. and Director of Compensation & Benefits for CPC International, Inc. He was educated at Tufts University, earning a Bachelor’s degree in Economics, and is an alumnus of the Harvard Business School. Locally, Wally Nichols currently serves as President of Nichols International, Inc., which provides consulting and educational services to the human resource community. He is also Chairman/CEO of Hawk Enterprises, Inc., a local rental/property management company. His professional affiliations include member and past board member of WorldatWork (32 years) and CCP, Certified Compensation Professional. He is also a member of the teaching faculty for WorldatWork specializing in accounting and finance, and the use of equity in pay plans. Wally’s previous public service record in Fountain Hills is impressive. He served the community as an elected officer/Chairman of the Fountain Hills Sanitary District, Los Arcos Multipurpose Facilities District Board of Directors, Scottsdale Boys & Girls Club Board of Directors, Fountain Hills Boys & Girls Club Advisory Chairman, Chairman of the Fountain Hills Community Center Advisory Commission, and on the Citizens Committee/Community Benefits Committee Board. Other local affiliations include the Noon Kiwanis, Fountain Hills Chamber of Commerce, Friend of the Fountain Hills Community Theater, Senior Center, Civic Association, Library Association, Republican Club, Fountain Hills Historical Society, McDowell Park Association, and the Four Peaks Community Church. Fiscal Year 2003-2004 Budget - 38 - Town of Fountain Hills Councilmember Mike Archambault ______________________________________________________________________________ Mike Archambault moved to Fountain Hills from Columbus, Ohio in 1972. He built one of the first homes in Fountain Hills and was among the first ten families to live here. Mike worked in Fountain Hills with his father for almost ten years under the company name of Archie’s Construction. In 1981, he saw a need for quality cabinets in Fountain Hills and started Fountain Hills Wood Whims, Inc., a custom cabinet shop that currently employs fifteen craftsmen. Mike and his crew have been providing custom cabinets for Valley builders for more than 20 years. Mike Archambault has been involved in community services since he moved here in 1972. He ran annual “Secret Santa” programs, bringing toys to children and helping with food donations for needy families, served as a Cub Scout and Boy Scout leader, and a Leader for Order of the Arrow, graduating fourteen Eagle Scouts. Mike also helped with the drive to bring the first health clinic to Fountain Hills in 1977. He served on the Church of the Ascension Committee, and with the help of volunteers, Mike built the Church’s rectory. He also helped construct the original town library (now the Fountain Hills Theatre) with the Contractors Association, and assisted in building the Sunset Kiwanis clubhouse. He also served the community as President of the Fountain Hills Youth Association, and as a member of the Sunset Kiwanis. Mike has been married to Charla for 28 years. The Archambaults have two children, Michelle, 25, and Eric, 22. Councilmember John Kavanagh ___________________________________________________________________________ John Kavanagh is a ten-year resident of Fountain Hills who is married to Linda and has two sons, Jonathan and Nicholas. He is a professor of criminal justice at Scottsdale Community College and Director of the college’s Administration of Justice Studies Program. Prior to teaching at Scottsdale Community College, John taught at Arizona State University and spent 20 years as a police officer with the Port Authority of New York and New Jersey Police, retiring as a detective sergeant. He also served three years as a town council member in Lafayette, New Jersey. John Kavanagh has a B.A. in Sociology from NYU, an M.A. in Public Administration from St. John’s University (Queens, New York), and a Ph.D. in Criminal Justice from Rutgers University. He also belongs to professional associations, such as the American Society of Criminology and the Arizona Criminal Justice Educators Association. John Kavanagh is serving or has served with the following town groups: Parks and Recreation Commission, Community Center Advisory Committee, Vision 2000 Planning Committee, School Board Calendar Committee, Youth Basketball League, Veterans Memorial Sitting Committee, the Knights of Columbus, Civic Association, and the American Legion. Fiscal Year 2003-2004 Budget - 39 - Town of Fountain Hills Councilmember Kathleen Nicola _______________________________________________________________________ A long-time Arizona resident, Kathleen Connelly Nicola moved to Lake Havasu City in June 1967. After a move to Mesa in 1985, Kathleen and her family settled in Fountain Hills in 1989. She is married to John Nicola. Kathleen’s daughter Tonya, son-in-law Jim, and grandson Matthew reside in Chandler. Kathleen’s service to the Town of Fountain Hills began in 1990, when she began working for the municipal court, after a brief period of volunteering her services. During her tenure as administrator of the court over the following nine years, Kathleen’s extensive duties included budget preparation and day-to-day management of the court. Kathleen’s responsibilities included the court’s compliance with local, county and state statutes, rules and administrative orders, in addition to statistical and financial reports. Kathleen earned a Bachelor of Science degree in Justice Studies from the College of Public Programs at Arizona State University. Kathleen graduated from the Arizona School of Real Estate & Business, and made a career change in the summer of 2000 to become a licensed real estate salesperson. Her license currently hangs with John Hall & Associates in Scottsdale. As a local real estate professional, Kathleen is an active member of the Fountain Hills Chamber of Commerce and the Scottsdale Association of Realtors. Other professional memberships she holds are with the Arizona Association of Realtors, National Association of Realtors, and the Real Estate Buyers Advisory Council. Fiscal Year 2003-2004 Budget - 40 - Town of Fountain Hills Councilmember Rick Melendez ________________________________________________________________________ Enrique (Rick) Melendez and his wife, Pam (an Arizona native) moved from California to the Fountain Hills area nine years ago. He has a son, daughter, and grandchildren who reside in California. Rick was born in El Salvador and came to the U. S. for his education. He is the only member of his family who decided to stay in our country, although he continues to represent his family’s business interests in Central America. Rick’s professional business background for 35 years in the petroleum industry covered many assignments including marketing, human resources, advertising, and public affairs. He served in many areas of senior management. His last assignment with Atlantic Richfield Company was Regional Manager for Public Affairs in the Western Region of the U. S. During this time, he was a member of the negotiating team that established the Arco Arena, home of the NBA Sacramento Kings. In 1982, Rick was honored at the White House by President Reagan and received an award as one of the top 20 Hispanics in the country. In 1983, California State Senate President Pro Tempore, David Roberti, appointed Mr. Melendez to the World Trade Commission. During the next 12 years, Rick served on this commission and was instrumental in the development of World Trade Offices in Tokyo, Hong Kong, Mexico City, Frankfurt, and London. Those years brought him invaluable practical and business experience, which he later used to open his own consulting company following early retirement from Atlantic Richfield Company. His company included clients such as ARCO, General Dynamics, The Port of Long Beach, California Steel, E&J Gallo Winery, California Wine Institute, Sacramento Kings, Seventh Day Adventist Church, California Judges Association, SOKA University, and many others. His firm specialized in developing business opportunities in the areas of environmental technology, marketing, distribution of products, and government interface on behalf of clients. Rick also served on the Executive Committee of the California Manufacturers Association, the Multiple Sclerosis Association Board, California Chamber of Commerce, Sacramento Blood Drive, Sacramento Opera, and the Hispanic Chamber of Commerce. His Arizona community service includes membership in the Maricopa County Jail Committee, Fountain Hills Charter City Committee, Fountain Hills Law Enforcement Advisory Panel, Fountain Hills FAA Committee, and an active member of the Scottsdale Police Department’s Chief Advisory Council. Rick attended Loyola High School in Los Angeles and holds a B.S. in Foreign Trade from the University of San Francisco and also earned certificates during his oil business career in Professional Management sponsored by Stanford University and the Petroleum Educational Institute. Rick looks forward to serving the Fountain Hills community and continuing to improve the quality of life for its residents. Fiscal Year 2003-2004 Budget - 41 - Town of Fountain Hills Vice Mayor Susan Ralphe ________________________________________________________________________ Vice Mayor Susan Ralphe is a Milwaukee, Wisconsin, native who grew up in Norway in Michigan's Upper Peninsula. An alumnus of Northern Michigan University in Marquette, Michigan, she graduated summa cum laude in 1968 with a B.S. degree in business education. She and Roger, her husband of more than 30 years, have lived in Fountain Hills since 1993 and in Arizona since 1978. They have two grown sons - Jason, Reno, Nevada, and Matt, Portland, Oregon. A journalist, Ralphe covered government and consumer affairs for 15 years as a newspaper reporter for large dailies - The Phoenix Gazette, Phoenix, Arizona, and The Duluth Herald, Duluth, Minnesota -- and a weekly, the Hastings Star, in the Minneapolis-St. Paul, MN. area. She is the recipient of First-Place Investigative Reporting awards for three consecutive years in statewide Minnesota Newspaper Association contests. As a freelance writer, her articles have appeared in national magazines. In 1994 Ralphe founded the Fountain Hills grassroots citizen group, the Committee to Preserve the Environment (CPE), and chaired it for two years. Today more than 400 acres of town-owned washes remain under the protection of the Watercourse Preservation and Habitat Ordinance, a CPE-sponsored initiative approved by voters in 1996. In the spring of 1999 she founded another local volunteer citizen group-- Save the Mountains (STM), a coalition of organizations and individuals active in McDowell Mountain preservation and wise mountain land-use. She stepped down as President after being elected to the Council. Ralphe is a member of the McDowell Park Association (MPA) and the Fountain Hills Historical Society, and for several years has been making weekly visits to residents of a nearby nursing home. Councilmember Leesa Stevens ______________________________________________________________________________ Formerly Leesa Fraverd, Leesa married Michael Stevens, President of Eagles View Custom Homes, on Christmas Eve 2002. A thirteen-year resident of Fountain Hills, Council member Leesa Stevens has been active in community service almost since the day she arrived here from her home state of Michigan. Mrs. Stevens, a cum laude graduate, received a B.A. degree in art education from Michigan State University. She taught art education in Charlotte and St. Joseph, Michigan. Leesa obtained a second degree after moving to Arizona, an A.A.S. in Environmental Drafting and Design. She is currently the president of Architectural Angles, a drafting and design firm specializing in custom home design in the northeast valley, since 1996. Recently Leesa and her husband, Mike, have joined forces to form a design/build team in Fountain Hills. Council member Stevens was a former Fountain Hills environmental activist, advocating sensitive and sensible development. She was appointed to the position of Commissioner and Chair of the Fountain Hills Planning and Zoning Commission from 1995 to 2000. Leesa Stevens is an active member of the Neighborhood Property Owners Committee of Architecture (since 1994) and the Fountain Hills Civic Association. Fiscal Year 2003-2004 Budget - 42 - Town of Fountain Hills Town Council Mission Statement ▬▬▬▬▬▬ Expenditures appearing in this section support the goals and objectives of the Mayor and Town Council. These include maximizing public access to Council meetings, providing funding for municipal elections, enhancing consistent communication, compensating and equipping the Mayor and Town Council with the tools necessary to do their jobs; and promoting communication and awareness of the Mayor, Town Council, and the Town with other municipalities Salaries and Benefits $34,660 This category of expenditures includes the salary and related taxes for the Mayor and Council members. Town Council members are paid monthly at the same rate since June 2000. Supplies and Services $50,700 Every two years, citizens of the Town are given the opportunity to vote for Mayor and three Council members. The next scheduled election is May 2004, which falls within this budget year. An appropriation of $36,000 includes one primary and one general election at $18,000 each, payable to the Maricopa County Elections Department. This charge is based on $0.78 per registered voter, $1.47 per early voter ballot and printing costs. An appropriation of $5,000 is included to support activities such as meetings with other dignitaries, attending functions as Town representatives, hosting intergovernmental activities, and welcoming special guests and visitors to the community. This line item provides funding to purchase commemorative items to share with visiting dignitaries and to promote Fountain Hills at the annual Arizona League of Cities and Towns conference. During fiscal year 2002-2003, the Council attended a strategic planning retreat that gave them an opportunity to focus on issues such as goal setting, economic development, and council relations. The Council would like to incorporate the retreat as an annual event as well as attend other related opportunities throughout the year such as League of Arizona Cities and Towns functions, Maricopa Association of Government (MAG) workshops, legislative events, and seminars. The estimated cost for these events is $4,000. Monies are also included for travel reimbursement, communications, publications, ads/notices, printing, portraits, and miscellaneous office items. Fiscal Year 2003-2004 Budget - 43 - Town of Fountain Hills Summary Expenditures – Town Council FY 2000-2001 Actual FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget $38,257 $38,159 $39,460 $39,460 CONTRACTUAL SERVICES $0 $0 $0 $0 $34,660 39 460 $0 REPAIRS & MAINTENANCE $0 $0 $0 $0 $0 $20,033 $64,332 $25,200 $18,000 $50,700 $0 $0 $0 $0 $0 $58,290 $102,491 $64,660 $57,460 $85,360 FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget SALARIES & BENEFITS SUPPLIES & SERVICES CAPITAL EXPENDITURES TOTAL EXPENDITURES TOWN COUNCIL SALARIES & BENEFITS Wages Employer Taxes TOTAL SUPPLIES & SERVICES: Election Expense Advertising Conferences Continuing Education Dues & Publications Community Outreach Office Supplies/Portraits Printing Communications Travel TOTAL TOTAL EXPENDITURES FY 2003-2004 Budget 35,200 3,057 35,000 3,159 36,000 3,460 36,000 3,460 31,200 3,460 $38,257 $38,159 $39,460 $39,460 $34,660 7,845 6,029 1,800 0 48 300 2,549 613 0 849 36,201 23,482 1,200 0 0 0 957 113 0 2,379 15,000 5,000 700 0 0 500 1,500 0 1,250 1,250 15,000 0 0 0 0 0 1,500 0 1,000 500 36,000 5,000 500 4,000 0 0 2,200 500 1,250 1,250 $20,033 $64,332 $25,200 $18,000 $50,700 0 0 0 0 $0 $0 $0 $0 $0 $58,290 $102,491 $64,660 $57,460 $85,360 CAPITAL EXPENDITURES Capital Outlay TOTAL CAPITAL EXPENDITURES FY 2002-2003 Estimate Fiscal Year 2003-2004 Budget - 44 - _______________________ Administration _______________________ Information Technology Town of Fountain Hills Administration Department Finance and Administration Facilities Human Resources Finances Information Technology Town Clerk Mission Statement ▬▬▬▬▬▬ The Administration Department is dedicated to serving the citizens of Fountain Hills by providing accurate and current information on Council legislation and administrative actions; supporting the Town of Fountain Hills and its departments; providing for the delivery of comprehensive financial services to internal and external customers; protecting the integrity of Town assets; maintaining Town facilities; and delivering the finest municipal services to ensure the highest quality of life for Fountain Hills residents. Department Description ▬▬▬▬▬▬ The Administration Department provides all administrative services for the Town including: town manager; town clerk; human resources; finance; risk management; facilities; information technology; legal; council, operational and community support. Performance Standards • • • • • • • • ▬▬▬▬▬▬ Process zoning-approved business license applications within 2 working days, peddlers license applications within 10 working days. Respond to all citizen inquiries within the same working day. Serve the public as a source of reliable information on Town Council legislation and actions and insure the preservation of legal documents. Perform all duties required to conform to the Arizona Open Meeting Law. Conduct elections in accordance with current state law and facilitate the public's ability to vote. Coordinate and compile agenda packets prior to Town Council meetings; prepare Council meeting minutes within 10 working days and process resolutions and ordinances on a timely basis. Update the Town Code on a regular basis to reflect legislation enacted by the Council. Maintain the Town’s “Certificate of Achievement for Excellence in Financial Reporting”. Fiscal Year 2003-2004 Budget - 45 - Town of Fountain Hills • • • • Maintain the Town’s “Distinguished Budget Presentation Award”. Update Town policies and procedures to stay current with local, state and federal law. Provide a comprehensive personnel program based on merit principles administered in compliance with applicable local, state, and federal laws. Administer and coordinate all employee-related programs and benefits. Management Indicators ▬▬▬▬▬▬ 2001-2002 Actual 2002-2003 Estimated 2003-2004 Estimated Televised Regular Council Meetings 24 Special or Executive Sessions 19 Number of Resolutions Processed 45 Number of Ordinances Processed 18 New Business Licenses 471 Business License Renewals 1,432 Number of Registered Voters 12,482 Number of Ballots Cast 3,793 % of Ballots Cast to Number of Registered Voters 30.39% Adopt-A-Street Commercial/Residential 62/57 Certificate of Achievement for Excellence in Financial Reporting Award 5th year Distinguished Budget Presentation Award Invoices/Accounts Payable Checks 11,241/3,150 Requisitions/Purchase Orders 5,800/300 Sales Tax Recovered $56,801 Insurance Claims Managed 10 Bond Rating Aa3 24 21 40 15 490 1,500 12,712 2,561 20.15% 65/58 24 23 49 19 545 1,653 -- 6th year 1st year 8,600/2,900 2,700/160 $32,400 12 Aa3 7th year 2nd year 9,000/3,000 4,000/200 $170,000 13 Aa3 Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ • • • • • • • • Received first Distinguished Budget Presentation Award from the Government Finance Officers Association (GFOA). Restored financial stability through a budget reduction plan. Maintained an Aa3 bond rating after Town review by Moody’s Financial Services. Reorganized several departments to streamline operations eliminating three department directors. Initiated a recruitment process for two key management positions – a new town manager and a town Judge. Adopted formal community facilities district, investment and financial policies. Expanded web casting to include live Council meetings, minutes, maps, general plan, budget, license applications, requests for public information and agendas. Created and implemented a new agenda process. Fiscal Year 2003-2004 Budget - 46 - Town of Fountain Hills Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • • • Identify and implement new locally controlled revenue sources to diversify Town resources. Improve Aa3- general obligation bond rating. Adopt a formal debt policy. Implement new financial reporting model per Governmental Accounting Standards Board (GASB) Statement 34. Move toward implementing a strategic long range planning process including a performance measurement system. Create safety programs to decrease liabilities and insurance losses. Expand functionality of Channel 11 broadcasting to include other community members. Prepare capital equipment and infrastructure replacement policy with financing schedule. Prepare a popular financial report. Summary Expenditures – Administration (includes Information Technology) FY 2000-2001 Actual SALARIES & BENEFITS FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget $766,354 $831,256 $1,080,700 $972,300 $830,300 $1,020,212 $965,809 $837,000 $874,850 $1,432,410 REPAIRS & MAINTENANCE $167,662 $151,993 $172,255 $117,500 $124,551 SUPPLIES & SERVICES $790,598 $846,389 $1,204,500 $1,209,375 $1,103,629 CAPITAL EXPENDITURES $363,685 $212,141 $0 $1,550 $17,050 $3,108,511 $3,007,588 $3,294,455 $3,175,575 $3,507,940 CONTRACTUAL SERVICES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 47 - Town of Fountain Hills Authorized Personnel Position-Title Administration Town Manager Undesignated Position Director of Admin/Town Clerk Town Clerk Supervisor/Accounting I/T Administrator I/T Intern Accountant Accounting/H.R.Clerk Administrative Intern Asst to Town Mgr/Council Executive Assistant H.R. Administrator I. T. Support Specialist Administrative Assistant Facilities Operations Sup. Maintenance/Custodial Worker Custodian Clerk Typist/Receptionist Authorized FTE 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE 1.00 0 1.00 0 1.00 1.00 0.50 1.00 0.50 0.50 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0 1.00 1.00 0.50 1.00 0.50 0.50 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.50 1.00 1.00 2.00 1.00 0 1.00 1.00 0.50 0 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 0 0 1.00 1.00 0 0.50 0 1.00 0 1.00 0 1.00 1.00 0 1.00 1.00 1.50 1.50 15.50 18.00 18.50 12.50 Salaries and Benefits $830,300 This category of expenditure provides salary and employee related expenses for 12.5 full time equivalent positions including the town manager, town clerk, finance, human resources, information technology, risk management and support staff. Salaries and benefits decreased by $250,400 from fiscal year 2002-2003 as a result of the elimination of three full-time positions when the budget reduction plan was implemented in January 2003. There are no new full-time positions being requested in the fiscal year 2003-2004 proposed budget. Contract Services $1,410,210 These funds provide for contracts with outside vendors who provide specialized functions for the Town in the areas of accounting, auditing, legal fees, intergovernmental and miscellaneous fees. In past years the Town has been able to provide funding to support the community services including special social and community benefit programs, such as Senior Services, Boys & Girls Club, Community Theater as well as the Fountain Hills School District. The fiscal year 20032004 budget includes some funding for the Boys & Girls Club, Community Theater, and Senior Services. The following line item explanations will provide an explanation and amount for those items that represent a significant portion of the Administration budget. Fiscal Year 2003-2004 Budget - 48 - Town of Fountain Hills Accounting Fees and Professional/Outside Services $72,500 The Town is required by law to have an annual audit conducted by an independent auditor at the end of each fiscal year. The Town plans on submitting a request for proposals for auditing services; the successful bidder will conduct the fiscal year 2002-2003 audit. The estimated cost ($22,500) is based on the State average of auditing fees paid by other municipalities in the surrounding area, plus an allowance for assistance with the Comprehensive Annual Financial Report (CAFR) and conversion to a new Financial Reporting Model required by the Governmental Accounting Standards Board (GASB). Professional/outside services ($50,000) include the contract payment of $24,000 under the current three-year agreement with the sales tax auditor. The auditor works with the accounting staff in assisting taxpayers with sales tax matters, including remittance, compliance, reporting and refund requests. In the first nine months of fiscal year 2002-2003 the auditor has identified an additional $296,300 of local sales tax liability, of which $32,400 has been paid; property tax liens have been filed with those that are unpaid. Another outside service is for transcription service for Town Council meeting minutes ($12,000), which was previously handled by the executive assistant. The executive assistant has assumed the duties of Town Clerk; additionally, an administrative position was eliminated during the reduction in force, which requires staff to take on more job responsibilities. The use of an outside service for transcribing meeting minutes frees up a significant amount of administrative time. The Town also utilizes an outside service for payroll processing ($6,500). Legal Fees $296,200 The proposed legal fees budget has been reduced significantly from fiscal year 2002-2003; the Town was involved in a lawsuit with a former Municipal Property Corporation (MPC) trustee and financial investment company over an investment with Pacific Gas & Electric (PG&E) which was settled in August 2002. An amount of $215,000 had been included in the estimate of legal fees last fiscal year that is not required in fiscal year 2003-2004. Legal fees include the services of the town attorney, town prosecutor and needed legal services for employment issues, bond counsel or other specialized attorneys broken down as follows: Town attorney (95% administration, 5% street fund) Town prosecutor Employee retirement, IRS compliance Employment issues Fire district, miscellaneous, public defender Total $170,000 $100,000 $ 2,700 $ 3,500 $ 20,000 $296,200 School District, Community Benefits, and Special Programs $185,000 The Town of Fountain Hills has traditionally supported the community in a variety of ways through the School District, the community benefit program and special programs. Each year, various groups have submitted funding requests to be considered in the budget. This year the seniors will receive $40,000, the Boys and Girls Club will receive $130,000, and the Community Theatre will receive $15,000. The community benefit program includes funds to assist non-profit organizations with projects that benefit the community. Fiscal Year 2003-2004 Budget - 49 - Town of Fountain Hills Sales Tax Rebate $798,460 In July 2001, the Town Council entered into an economic development agreement with the Shea Retail Center providing Target stores with 50% of the local sales tax collected and paid to the Town by the merchants doing business on the project. The total rebate cannot exceed $989,000 or ten years, whichever comes first; the fiscal year 2003-2004 payment is estimated to be approximately $254,000, assuming that the tax rate remains at 2.6%. If the tax rate stays in effect, it is estimated that the rebate will be paid in full within four years. The Town received two large requests for local sales tax refunds that will require considerable research for verification. It is likely that these refunds will be made in fiscal year 2003-2004 and total approximately $545,000. Public Transit/RPTA $56,250 The Town currently has two Intergovernmental Agreements (IGA’s) for transportation related services. The agreement with Maricopa County Human Services Department has provided the Town with Special Transportation Services (STS) since 1995-1996. STS provides cost effective transportation for low-income, elderly, and disabled Fountain Hills residents for medical appointments, social services, shopping trips, adult day-care, recreational activities, employment as well as home-delivered meals. The STS vans are driven by Maricopa County employees with trips coordinated through the Fountain Hills senior center. The request for fiscal year 2003-2004 is $50,750. A new IGA was entered into in July 2002 with the Valley Metro Regional Public Transportation Authority (RPTA). The IGA will provide funding to the RPTA for a portion of the annual costs to run the bus service from Fountain Hills to Phoenix over the next three years. The fiscal year 2003-2004 cost is estimated at $5,500 and is expected to increase each fiscal year. The next two years’ costs were not available at the time this budget was prepared. Repairs and Maintenance $71,522 This section of the budget funds vehicle maintenance for two vehicles, office copier maintenance contract ($15,000), and all expenditures dealing with maintaining and operating town-owned facilities except minor maintenance and cleaning of the Community Center, Theater, and fire stations. Budgeted amounts are based on the current costs and reflect reductions that were a result of the budget reduction plan. The following is a breakdown of the costs: HVAC (Heating, Ventilation and Air Conditioning) HVAC for Town Center Waste Collection Cleaning Supplies Electrical, plumbing, fuel station repairs Maintenance/Repair Supplies (Home Depot, Paul’s, etc) $14,500 $ 9,680 $ 4,342 $ 6,000 $10,000 $10,000 $54,522 These costs assume that routine maintenance will be done by in house staff and outside service calls only when technical service is required. Supplies and Services $1,017,739 This category of expenditures for the Administration Department includes all routine operating costs associated with the Town governmental functions. Administration supports all other departments in the areas of public notices, public facility utilities and/or rent and postage costs. Fiscal Year 2003-2004 Budget - 50 - Town of Fountain Hills Advertising $13,050 The annual cost of placing meeting notices, the annual budget, resolutions and ordinances in the local newspaper; includes costs associated with employee recognition and service awards. The following is a breakdown of the costs: Notices, resolutions etc. $8,500 Recognition and service awards: $4,000 The awards are particularly important this year when staff is being asked to assume more responsibilities as a result of the reduction in force. Education/Training $14,450 The Town of Fountain Hills includes in the employee benefit package a tuition reimbursement policy that encourages employees to further their education. Two employees are currently enrolled in a college degree program, which benefits the Town as well as the employees. When the employee receives a grade of “B” or better the class qualifies for reimbursement. Several of the other Administration employees have certifications that require continuing education as part of their continued professional development. The following is a breakdown of the costs: Tuition reimbursement Continued professional development Costs for two off-site director meetings Miscellaneous seminars Staff meeting speakers $7,000 $1,500 $3,000 $2,250 $ 700 Dues and Publications $33,400 The estimated cost is $33,400 for fiscal year 2003-2004; the following is a breakdown of the costs: Annual dues of the League of Arizona Cities and Towns $ 7,500 Maricopa Association of Governments (MAG) $ 4,000 ICMA $ 1,500 Subscriptions (FH Times, Republic, AM Best, West Group, etc) $ 5,400 MAG Special Census $15,000 The allocation of $15,000 has been included as an initial payment to MAG for a possible special census in 2005. The Management Committee for MAG approved the establishment of a Subcommittee on 2005 population options to explore alternatives to deriving a 2005 population figure for distributing state shared revenues. The subcommittee approved reserving a total of $6M over a four-year period to keep options open regarding taking a 2005 Special Census. The Town’s portion is 1%. In past years, the Town Council has funded the Greater Phoenix Economic Council (GPEC) to promote Fountain Hills; during the past two fiscal years GPEC has received no funding. However, this budget includes GPEC’s request in the amount of $8,300 to refocus the Town on development of its tax base. Fiscal Year 2003-2004 Budget - 51 - Town of Fountain Hills Electricity/Water/Sewer $164,594 Utility costs for Town-owned buildings include electricity and water/sewer charges for a total of $164,600. The following is a breakdown of the costs: Town Hall Kiwanis Building Library/Museum $138,800 $ 4,500 $ 21,300 Liability Insurance $250,000 The Town of Fountain Hills is a member of the Arizona Municipal Risk Retention Pool (AMRRP) which provides municipal insurance to most Arizona cities and towns. The limit for basic coverage is $2,000,000 per occurrence on a claims-made basis, excess coverage in the amount of $8,000,000 is included in the premium. The anticipated increase in insurance premiums of approximately 15% in this budget reflects the trend in the insurance industry for increases (the premium for next fiscal year has not yet been determined). The Town’s coverage maintains a $10,000 per occurrence deductible; there is $20,000 included within this line item in the event two claims are made and the Pool settles on behalf of the Town as well as $5,000 for additional endorsements for any equipment added. Office Supplies $15,000 The Administration Department is responsible for supplying copy paper for all the departments of the Town; the following is a breakdown of the other costs: Five (5) pallets of copy paper @ $1,000 each Misc. first aid supplies, flags, name plates Consumables (binders, pens, staples, paper, etc.) Annual holiday party Water service $5,000 $3,800 $3,500 $1,500 $1,200 Rent Expense $482,920 The Town leases office space under the provisions of a long-term lease agreement that provides for annual adjustments to the rent. The rate for fiscal year 2003-2004 is $9.26/square feet, or $476,920. The terms of the lease agreement also require that the Town reimburse the landlord for property taxes in the estimated amount of $85,000 annually. The lease will expire on June 30, 2005. With the implementation of budget reduction plan reorganization, the administration staff has begun reevaluating the Town’s space needs and researching alternative options to long term leasing. One option being considered is the construction of a new town municipal building and senior center on Town-owned property. If this becomes the most economical decision, it would require that reserves be set aside over the next two years so that the project can be on a pay-asyou-go plan. Fiscal Year 2003-2004 Budget - 52 - Town of Fountain Hills ADMINISTRATION FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS: Wages 640,634 653,995 860,000 785,000 673,300 FICA 13,278 13,959 18,200 14,000 15,100 725 968 1,000 1,000 1,000 35,609 53,969 78,100 61,500 57,800 Unemployment Insurance Employee's Health Insurance Employee's Life Insurance 681 634 900 700 700 Employee's Dental Insurance 5,492 6,607 8,400 7,500 7,100 Employee's Eye Insurance 1,389 1,404 1,900 700 0 Worker's Compensation Insurance 2,653 4,906 6,800 5,900 6,400 66,000 Employee's Retirement Fund Recruitment Costs Disability Insurance TOTAL CONTRACT SERVICES Accounting Fees Professional/Outside Services IGA's (School District) Legal Fees Litigation and/or Land Use ProfessionalFees Community Benefit Programs Chamber of Commerce Civil Defense Public Transit /RPTA Downtown Partnership Drug Rehabilitation Counseling Sales Tax Rebates Senior Center Services Boys & Girls Club TOTAL REPAIRS & MAINTENANCE: Vehicle Maintenance Building Repairs & Maintenance Office Equipment Repairs TOTAL 63,004 66,760 86,900 80,000 0 25,850 15,000 13,500 0 2,889 2,204 3,500 2,500 2,900 $766,354 $831,256 $1,080,700 $972,300 $830,300 13,443 91,407 50,800 491,675 285 80,000 15,031 1,415 0 47,971 12,214 0 34,500 100,000 18,000 82,500 17,200 469,800 0 0 4,500 1,500 0 0 8,000 62,500 40,000 100,000 15,000 52,000 0 630,000 0 0 4,500 1,500 0 0 4,000 118,850 10,000 20,000 22,500 50,000 0 296,200 0 15,000 0 1,800 56,250 0 0 798,460 40,000 130,000 $1,001,313 $938,741 $804,000 $855,850 $1,410,210 1,473 124,593 13,566 507 83,812 15,848 1,000 102,000 16,000 1,500 52,000 14,000 2,000 54,522 15,000 $139,632 $100,168 $119,000 $67,500 $71,522 11,875 114,245 32,200 273,331 394,437 40,000 22,610 1,269 51,868 0 (7,123) 0 31,600 35,000 Fiscal Year 2003-2004 Budget - 53 - Town of Fountain Hills SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Dues - GPEC Electricity Gas & Oil Liability Insurance Office Supplies Postage Printing Rent Expense Water/Sewer Travel Uniforms Bank Charges TOTAL CAPITAL EXPENDITURES Capital Outlay-Vehicles Capital Outlay-Furniture/Equip Capital Improvements-Town Hall TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES 7,939 11,450 6,321 17,819 7,681 115,260 1,341 154,792 36,276 14,630 5,006 331,152 14,720 3,651 0 1,443 12,236 11,972 2,343 29,026 0 131,488 1,117 183,128 36,061 16,682 2,358 323,648 18,892 3,517 1,028 1,474 11,000 8,900 5,000 16,100 0 170,700 1,300 194,000 30,000 17,200 4,500 620,300 22,000 1,500 2,200 1,500 10,000 6,800 2,000 20,000 0 170,700 2,500 228,175 20,000 17,200 4,500 620,300 22,000 2,000 2,200 1,500 13,050 7,975 14,450 33,400 8,300 139,932 2,850 250,000 15,000 17,200 4,500 482,920 24,662 2,000 0 1,500 $729,480 $774,968 $1,106,200 $1,129,875 $1,017,739 17,551 72,440 119,048 0 71,031 78,106 0 0 0 0 0 0 0 0 $209,038 $149,137 $0 $0 $0 $2,845,818 $2,794,270 $3,109,900 $3,025,525 $3,329,771 Fiscal Year 2003-2004 Budget - 54 - Town of Fountain Hills Information Technology Division Mission Statement ▬▬▬▬▬▬ The mission of the Information Technology Division is to work in partnership with the Town staff, facilitating their use of computing, telephone, and network technologies. The division also endeavors to provide excellent information technology, internal and external customer support, and resources to enable and encourage staff to effectively use technology to achieve their townwide missions and strategic goals. Department Description ▬▬▬▬▬▬ Information Technology (I/T Division) functions are incorporated within the Administration Department but the appropriation is shown separately to highlight the total investment in technology. Responsibilities include all aspects of Information Technology: computers, the Internet, local and wide-area networks, inter-networking, voice and data communications systems, and cablecast technologies (Channel 11). All hardware and software requests in this section are based on departmental requests. Performance Standards ▬▬▬▬▬▬ • • • • • • Increase coordination and development of all technology related purchases and processes Town-wide. Improve the functionality of the Information Technology Division. Expand and enhance internal training programs Act as technology consultants and coordinators for Town departments to aid in identification, selection, and implementation of technology driven or assisted needs. Develop enterprise-wide technology architecture to drive standards that enable information sharing and maximize return on technology investments. Provide strategic I/T services and serve as an enabler to improve the delivery of town services and improve the efficiency, productivity, and financial performance of town operations. Management Indicators ▬▬▬▬▬▬ Number of training programs offered Average of time to resolve HelpDesk related problems Average time for set-up of new systems Documented service requests Channel 11 requests FY 2001 Actual N/A FY 2002 Actual N/A N/A N/A 761 N/A N/A N/A 825 N/A Fiscal Year 2003-2004 Budget - 55 - FY 2003 Actual N/A 48 hrs. N/A 703 153 FY 2004 Estimated 1 24 hrs. 48 hrs. 650 200 Town of Fountain Hills Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ • • • • • • Initiated live web casting of Town Council meetings on the Internet. Enhanced Town website to make available business license forms and information, zoning and building permit status. Made available downloadable maps from Public Works including zoning, building development, aerial photography and benchmark maps. Placed the Town’s annual budget online in downloadable PDF format through the website. Placed the Town’s general plan online in downloadable PDF format through the website. Created online library of forms – business license, request for public records, alarm permits and Channel 11 announcements. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • Expand internal training programs to reduce support needed in the future. Respond to HelpDesk requests within 90 minutes. Expand Government Access Channel 11 for civic issues. Expand co-operative IT intern program with local high school. Expand functionality of Town website. Salaries and Benefits The I/T division currently has one Information Technology Support Specialist and a part-time Information Technology Intern. These positions are appropriated through the Administration Department. Contract Services $22,200 With the reduction in staff levels in the I/T division to 1.5 employees, an amount of $4,200 is included in this budget for an outside contractor to cover during I/T staff’s absence. The annual appropriation for videotaping council meetings is included within this category. (24 meetings at $750 each = $18,000). Repairs and Maintenance $53,029 This expenditure line item includes required maintenance and service on all Town-owned computer hardware and software. It includes annual software maintenance agreements and payper-call service calls for the various programs. The I/T staff is researching the practicality of eliminating annual maintenance contracts for some programs; it may be possible to reduce the annual contract costs without jeopardizing the program updates. The cost by department is as follows: Fiscal Year 2003-2004 Budget - 56 - Town of Fountain Hills Information Technology Division Repairs & Maintenance FY 2003-2004 Information Technology Community Center Parks & Recreation Street Dept. Public Works Fire Dept. All computer repairs, internet connection, domain registration, software support Software support for facility booking program Software support for program registration & facility booking program Pavement and fleet vehicle maintenance software support CAD software support Firehouse annual support Supplies and Services $28,900 $ 2,900 $ 8,000 $ 7,875 $ 4,654 $ 700 $85,890 An appropriation of $4,000 is included in education/training for Parks & Recreation staff to implement a new software program requested with this budget. The I/T Support Specialist is planning on taking some professional development courses that will enhance his level of service to the public and the staff ($2,000). In addition to the monthly line charges for the Internet, the Town pays a subscription service to ASU and Qwest for the Internet connection at an annual amount of $9,240. The I/T Division is responsible for all costs associated with telecommunications, networking, and phones ($70,000). The monthly line charges through Qwest, ASU (internet), Muzak, and others comprise the majority of this category at approximately $44,350. Long distance service is in addition to the monthly line charges and is estimated to be approximately $20,000. Capital Expenditures $17,050 Capital expenditures included in the I/T budget are for a new software program for Parks & Recreation that will allow program participants to register for programs on-line using a credit card. The cost of the Point of Sale/Payment Processing Server Module is $12,000 for the software and $2,550 for the required hardware. The I/T division is also requesting a new large format scanner to replace the outdated one that the Town currently has. Fiscal Year 2003-2004 Budget - 57 - Town of Fountain Hills INFORMATION TECHNOLOGY CONTRACT SERVICES Professional/Outside Services Video Tape Council Meetings TOTAL REPAIRS & MAINTENANCE: Computer Repairs & Maintenance TOTAL SUPPLIES & SERVICES: Conferences Education/Training Dues & Publications Office Supplies Communications TOTAL FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 9,867 9,031 12,175 14,893 15,000 18,000 3,000 16,000 4,200 18,000 $18,899 $27,068 $33,000 $19,000 $22,200 28,030 51,825 53,255 50,000 53,029 $28,030 $51,825 $53,255 $50,000 $53,029 2,300 6,500 10,000 1,500 78,000 0 2,000 10,000 2,500 65,000 0 6,000 9,390 500 70,000 528 3,956 $1,283 $1,545 53,806 1,568 1,015 1,297 2,751 64,789 $61,118 $71,420 $98,300 $79,500 $85,890 52,194 26,970 75,483 47,454 14,527 1,023 0 0 0 1,550 0 0 4,050 13,000 0 TOTAL CAPITAL EXPENDITURES $154,647 $63,004 $0 $1,550 $17,050 TOTAL EXPENDITURES $262,693 $213,318 $184,555 $150,050 $178,169 CAPITAL EXPENDITURES Capital Outlay - Computers Capital Outlay - Software Capital Outlay - Communications Fiscal Year 2003-2004 Budget - 58 - _______________________ Public Safety _______________________ Law Enforcement Fire Department Town of Fountain Hills Law Enforcement Department Public Safety Fire Department Law Enforcement Mission Statement ▬▬▬▬▬▬ The Law Enforcement Department is dedicated to creating a safe and secure environment for our residents through voluntary compliance with statutes and codes, impartial resolution of neighborhood disputes, a commitment to “quality of life” issues, and timely law enforcement services. Department Description ▬▬▬▬▬▬ Law enforcement services are provided to our residents through contract services from the Maricopa County Sheriff’s Office (MCSO) include “quality of life” issues such as municipal code enforcement, crime prevention, traffic safety, special events, and community services, as well as “life and death” issues such as criminal investigations and traffic enforcement are provided by the County Sheriff under a contract administered by the Town Manager. Performance Standards ▬▬▬▬▬▬ • • • • • • • All department members will subscribe to the principles of community based policing. The public will be treated with courtesy and respect by all members of the department The department will not engage in racial profiling Clearance rates for ordinances and zoning code violations will be based on closing a case to the satisfaction of the complainant within 30 days of receipt Acknowledgement of all ordinance and zoning complaints, as well as assignment to an investigating officer, will occur within one working day of receipt. All certified personnel will meet, or exceed, state training standards (AZ-POST) as a means of reducing liability. Notification on dog license renewals will be given to all animal owners at least 30 days before expiration. Animal control will be contracted out with the Maricopa County Animal Care and Control Program. Fiscal Year 2003-2004 Budget - 59 - Town of Fountain Hills Management Indicators ▬▬▬▬▬▬ Crimes Part I* Crimes Part II** Ordinance Violations Traffic Accidents Driving Under the Influence (DUI) 2000 Actual 2001 Actual 2002 Actual 328 882 1,557 213 61 370 637 1,554 208 86 443 410 1,764 212 46 *Part I Crimes – Homicide, Sex Assault, Robbery, Aggravated Assault, Residential/Business Burglaries, Auto Burglaries, Auto Theft, Theft, Arson. **Part II Crimes – All other crimes, except Part I crimes and traffic violations. Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ In the first nine months of the fiscal year, the Law Enforcement Department accomplished the following: • • • • • • • • • • • • Received 3,107 calls for service. Handled 1,023 ordinance and zoning complaints, closing approximately 83% to the resident’s satisfaction within 30 days of receipt. Responded to 256 law enforcement service calls including violations of state statutes and liquor laws as well as warrant related arrests, alarm calls, and criminal investigations. Issued 420 citations for traffic safety violations and apprehended 12 motorists operating their vehicles under the influence of alcohol. Responded to 438 animal complaints. Apprehended 104 loose dogs. Dispatchers handled 13,872 telephone calls on a 24-hour a day basis and 5,833 citizen service requests at the front window. Issued 2,013 dog licenses, representing more than $17,998 in revenue for the Town of Fountain Hills. Collected over $47,699 in delinquent fines for the Municipal Court as well as serving 56 court orders cases and apprehending 28 convicted persons on outstanding warrants. Provided traffic, security, and parking services at special events authorized by the Town Council. Sponsored and presented a wide variety of youth service activities including Special Olympics, the KidCare-id Program, “Stranger-Danger” presentations, Teen Court, “Twilight Tuesday and “Wednesday in the Park” teen programs in conjunction with the Parks Department as well as Bicycle Safety Rodeos, child restraint inspections and sponsorship of the Fountain Hills Law Enforcement Explorer Post. Promoted crime prevention through a wide variety of community programs including anti-graffiti efforts, public service articles on crime resistance techniques, vacation watches, business security evaluations, block watches, bicycle patrols, elderly welfare checks, park security programs, wash watches, residential risk analysis, and public property protection efforts. Fiscal Year 2003-2004 Budget - 60 - Town of Fountain Hills • Received “exemplary ratings” on each of the quarterly peace officers standards audits and the annual ACJIS (criminal history information system) compliance audit. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • • • Achieve a clearance rate on violations of at least 85% based on the criteria of handling resolving complaints to the resident’s satisfaction within 30 days of receipt. Eliminate any increase in property crime, despite a growing population, through an aggressive crime prevention and public information effort. Enhance the concept of community based policing by supporting the Law Enforcement Advisory Panel (LEAP). Increase dog licenses by at least 5% through an aggressive program of public information and enforcement. This objective is particularly important because licensing ensures that dogs have been vaccinated for rabies and other diseases. Unlicensed dogs represent a threat to the health and welfare of the community. Continue to promote effective communications between the Town and Sheriffs Office. Develop and implement an organized traffic safety strategy for the community to stop the increased traffic accident rate. The program will emphasize a combination of engineering, education and enforcement for this purpose. Sponsor, participate, or present youth oriented community service programs during the upcoming fiscal year including, but not limited to, KidCare-id, bike safety inspections and registration, child restraint inspections, distribution of bicycle helmets, “StrangerDanger” presentations, and support of Special Olympics. Promote public visibility, accessibility, and community relations through clearly marked cars and high profile uniformed personnel. All excess equipment will be sold and a transition to an all-contract department will be implemented. Summary Expenditures – Law Enforcement FY 2000-2001 Actual SALARIES & BENEFITS FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget $857,661 $975,029 $983,100 $949,000 $ 75,900 $1,473,920 $1,535,156 $1,547,700 $1,497,500 $1,662,588 REPAIRS & MAINTENANCE $19,512 $25,843 $29,500 $26,000 $ 500 SUPPLIES & SERVICES $84,411 $75,521 $82,080 $47,260 $ 4,550 CAPITAL EXPENDITURES $48,040 $34,381 $54,000 $37,000 $0 $2,483,546 $2,645,929 $2,696,380 $2,556,760 $1,743,538 CONTRACTUAL SERVICES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 61 - Town of Fountain Hills Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Law Enforcement Public Safety Director/Town Marshal 1.00 Emergency Management Coordinator 0 Sergeant 4.00 Deputy Marshal 14.00 Dispatcher 6.00 Administrative Assistant 0 1.00 0 4.00 14.00 7.00 0 1.00 0 3.00 8.00 7.00 1.00 0 1.00 0 0 0 0 Authorized FTE 26.00 20.00 1.00 25.00 Salaries and Benefits $75,900 This category includes projected salary and employee related expenses for one full-time emergency management coordinator. This is a decrease from the twenty full-time positions authorized in the Town’s fiscal year 2002-2003 budget. The reduction is due primarily to elimination of dispatchers, transferring of code enforcement responsibilities to the Building Safety Division, and using an all-contract law enforcement system. Contract Services $1,662,588 One of the primary objectives of the department is to provide for public safety. The Town of Fountain Hills contracts with the Maricopa County Sheriffs’ Office for traffic enforcement and criminal investigations. Prisoners are transported to the Maricopa County jail and the Town is charged a per diem fee, estimated $38,000. The Town also contracts with Maricopa County Animal Care and Control for animal control and shelter services in the amount of $26,200. Repairs and Maintenance $500 These costs are for maintenance of the miscellaneous office equipment that will be utilized by the Emergency Management Services Coordinator. Supplies and Services $4,550 Expenses in this category are for miscellaneous office and communication supplies for the Emergency Management Coordinator. Fiscal Year 2003-2004 Budget - 62 - Town of Fountain Hills LAW ENFORCEMENT FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Recruitment Costs Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 698,682 9,755 1,054 52,814 1,108 8,204 2,039 8,874 69,714 2,005 3,413 773,700 10,709 858 79,041 966 10,272 2,014 14,510 78,254 1,699 3,007 740,500 10,900 1,100 123,800 1,200 13,200 2,700 16,200 67,200 3,000 3,300 740,000 10,900 1,100 97,500 1,000 11,000 900 16,200 67,200 500 2,700 55,200 800 0 7,800 100 900 0 1,700 6,100 3,000 300 TOTAL $857,661 $975,029 $983,100 $949,000 $75,900 CONTRACT SERVICES Jail/Prisoner Fees Rabies/Animal Control Sheriff's Contract 37,511 428 1,436,409 38,804 0 1,496,352 38,000 0 1,509,700 35,000 0 1,462,500 38,000 26,200 1,598,388 $1,474,348 $1,535,156 $1,547,700 $1,497,500 $1,662,588 18,673 839 18,707 7,136 22,000 7,500 22,000 4,000 0 500 $19,512 $25,843 $29,500 $26,000 $500 6,701 2,644 3,698 1,985 24,639 16,209 6,185 3,782 5,181 11,038 1,882 40 7,147 2,750 5,846 2,087 15,912 14,327 6,035 8,286 2,579 7,770 2,663 119 6,500 1,150 6,500 2,100 16,000 14,000 5,500 15,000 2,000 9,000 4,250 80 500 500 2,500 2,100 10,000 5,000 2,000 15,000 2,000 3,330 4,250 80 200 400 500 500 0 500 500 1,400 500 0 0 50 $83,983 $75,521 $82,080 $47,260 $4,550 48,040 0 0 0 5,051 29,330 0 0 54,000 0 0 37,000 0 0 0 $48,040 $34,381 $54,000 $37,000 $0 $2,483,545 $2,645,929 $2,696,380 $2,556,760 $1,743,538 TOTAL REPAIRS & MAINTENANCE: Vehicle Repairs & Maintenance Office Equipment Repairs/Maintenance TOTAL SUPPLIES & SERVICES: Advertising/Signage Conferences Education/Training Dues & Publications Gas & Oil Office Supplies Printing Communication Expense Travel Uniforms Weapons/Ammunition Bank Charges TOTAL CAPITAL EXPENDITURES Capital Outlay-Vehicles Office Furniture & Equipment Capital Outlay-Commun. TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 63 - Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 64 - Town of Fountain Hills Fire Department Fire Department Emergency Medical Fire Protection Mission Statement ▬▬▬▬▬▬ The mission of the Fire Department is to preserve life and property through fire prevention, education, suppression and emergency medical services, while maintaining the highest level of training, professionalism and dedication to customer service. Department Description ▬▬▬▬▬▬ Fire fighting and emergency medical services are provided to the residents through a unique combination of municipally owned equipment and facilities operated by contract personnel from the Rural Metro Corporation. The Fire Department is responsible for prevention and suppression of structural and wild land fires within the town limits. The fire department also provides inspections, emergency medical services, emergency transport, hazardous material handling, and takes the lead role in emergency response to natural disasters. In conjunction with its primary role, the Fire Department provides a wide range of auxiliary community services such as public education, snake removal, a fire support program, and a youth-oriented explorer post. Performance Standards ▬▬▬▬▬▬ • • • Response time of 5 minutes or less to the scene of fire and medical calls at least 90% of the time. Provide a minimum of 240 hours of training to each individual assigned to Fountain Hills per year. Inspect and test all fire hydrants in Fountain Hills on an annual basis. Fiscal Year 2003-2004 Budget - 65 - Town of Fountain Hills Management Indicators ▬▬▬▬▬▬ 2000-2001 Actual 2001-2002 Actual 2002-2003 2003-2004 Estimated Projected Emergency response time 3min 54min 3min 39sec 3min 39 sec EMS response time 3min 43min 3min 40sec 3min 08 sec Percentage of EMS calls 76% 81% 89% Emergency calls 1,585 1,359 1,383 Non-emergency service calls 1,372 1,071 947 Construction inspections/safety surveys 2,395 1,742 1,520 4min 4min 85% 1,450 1,000 1,400 Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ • • • • • • Utilized a FEMA grant to acquire fifteen new self-contained breathing apparatus (SCBA) and new wildland firefighting gear. Maintained 4 minutes or less emergency response time community-wide. Maintained 4 minutes or less emergency medical response time community-wide. Expanded hazardous material capability. Enrolled a candidate in the Executive Fire Officer program at the National Fire Academy in Maryland. Implemented an Automatic External Defibulator (AED) training program through cooperative effort with the Law Enforcement Advisory Panel (LEAP). Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • Maintain or improve upon a 4-minute response time for all emergency calls. Continue to convert all fire and emergency service records from 2000 forward to the new fire management software system. Continue the E.D.I.T.H. House program, school fire prevention programs and senior citizen safety program. Qualify for a FEMA fire grant for the purchase of upgrades to meet new National Fire Protection Association (NFPA) standards for the self contained breathing apparatus. Enhance relationship with Maricopa County Sheriffs’ Office due to their expanded role in Fountain Hills. Fiscal Year 2003-2004 Budget - 66 - Town of Fountain Hills Summary Expenditures – Fire Department FY 2000-2001 Actual FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS $0 $0 $0 $0 $0 CONTRACTUAL SERVICES $0 $1,305,562 $2,275,700 $2,275,700 $2,273,480 REPAIRS & MAINTENANCE $0 $24,110 $38,570 $22,000 $27,200 SUPPLIES & SERVICES $0 $4,079 $42,000 $29,000 $35,150 CAPITAL EXPENDITURES $0 $485,540 $5,000 $0 $0 TOTAL EXPENDITURES $0 $1,819,291 $2,361,270 $2,326,700 $2,335,830 Contract Services $2,273,480 This represents the amount of the Town’s fire protection and emergency medical services contract with Rural/Metro Corporation. Repairs and Maintenance $27,200 This refers to expenses relating to the department’s fleet of fire equipment for field operations as well as maintenance and repair of office equipment for administrative activities. Fleet expenses include tires, brakes, batteries, and vehicle parts essential to keeping equipment in operating order. Office equipment includes service contracts on existing copiers, printers, and computer equipment. Tires are budgeted at $7,500, repairs at $18,700, and $1,000 for miscellaneous expenses. Supplies and Services $35,150 Expenses in this category pertain to daily operations of the department and range from fuel costs to fire fighting tools, office supplies, specialized training, printing, and publications. Items in this category are outside of the parameters of the Rural/Metro contract and represent expenses specifically for Fountain Hills. Gas is the largest line item within this category at $20,800, followed by furniture, fixtures, and equipment (FF&E) at $12,000. FF&E to be purchased includes ten SCBA upgrades at $700 each, totaling $7,000, foam at $2,400, and lifelines, hoses, tips and nozzle for ladder truck at $2,600, and $2,415 matching funds towards the cost of purchasing equipment upgrades. Fiscal Year 2003-2004 Budget - 67 - Town of Fountain Hills FIRE DEPARTMENT FY 2000-2001 Actual SALARIES & BENEFITS: TOTAL FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget $0 $0 $0 $0 $0 0 0 24,200 1,281,362 0 2,275,700 0 2,275,700 0 2,273,480 $0 $1,305,562 $2,275,700 $2,275,700 $2,273,480 0 0 0 6,410 0 17,700 0 37,000 1,570 0 22,000 0 0 26,200 1,000 $0 $24,110 $38,570 $22,000 $27,200 0 0 0 0 0 0 0 0 0 0 2,706 0 1,373 0 0 20,000 0 20,000 2,000 0 0 1,000 17,000 0 10,000 1,000 0 0 650 20,800 12,000 1,000 700 0 0 $0 $4,079 $42,000 $29,000 $35,150 0 0 0 0 485,540 0 0 5,000 0 0 0 0 0 0 0 TOTAL CAPITAL EXPENDITURES $0 $485,540 $5,000 $0 $0 TOTAL EXPENDITURES $0 $1,819,291 $2,361,270 $2,326,700 $2,335,830 CONTRACT SERVICES Professional Fees Rural Metro Contract TOTAL REPAIRS & MAINTENANCE: Building Repairs/Maintenance Vehicle Repairs & Maintenance Office Equipment Repairs/Maintenance TOTAL SUPPLIES & SERVICES: Dues & Publications Gas & Oil Fire Fighting Equipment Office Supplies Printing Communication Expense Travel TOTAL CAPITAL EXPENDITURES Capital Outlay-Vehicles Office Furniture & Equipment Capital Outlay-Commun. Fiscal Year 2003-2004 Budget - 68 - _______________________ Municipal Court _______________________ Town of Fountain Hills Municipal Court Presiding Judge Court Administrator Court Services Specialist III Court Services Specialist I Court Services Specialist I Mission Statement ▬▬▬▬▬▬ The Fountain Hills Municipal Court is committed to professionally serving the citizens of Fountain Hills by administering justice in a fair, efficient and respectful manner, so as to enhance public trust and community confidence in our court system. Department Description ▬▬▬▬▬▬ The Fountain Hills Municipal Court is the judicial branch of the Fountain Hills government. The court has jurisdiction over civil traffic, criminal traffic and criminal misdemeanor offenses and violations of our town codes and ordinances. The Municipal Court judge also presides over some juvenile violations and has authority to issue search warrants, orders of protection and injunctions against harassment. As part of the Arizona State Court System, the Fountain Hills Municipal Court is subject to the authority and administrative supervision of the Arizona Supreme Court. The court has legal obligations and reporting responsibilities to the State, as well as to the Town of Fountain Hills. The court must comply with constantly changing federal, state and local laws and administrative rules, including those relating to crimes and criminal procedure, victims rights, domestic violence, driving under the influence, record keeping, ADA, minimum accounting standards and judicial ethics. Decisions regarding the overall function of the court are the sole responsibility of the presiding judge, who also has exclusive supervisory authority over all court personnel. Performance Standards ▬▬▬▬▬▬ • • • • • • Adjudicate 95% of all civil traffic cases within 60 days. Adjudicate 80% of criminal and criminal traffic cases within 60 days and 95% within 120 days. Maintain a fair and impartial environment to resolve legal disputes. Respond to incoming mail requests within 24 hours. Issue warrants for failure to appear within two business days. Keep written procedures current with changes in laws and rules. Fiscal Year 2003-2004 Budget - 69 - Town of Fountain Hills Management Indicators ▬▬▬▬▬▬ FY 2001-2002 Actual FY 2002-2003 Projected FY 2003-2004 Projected 3,780 4,418 777 96% 3,200 3,400 770 96% 3,600 3,500 800 96% 75% 88% 90% 95% 96% 95% Cases filed Cases terminated Hearings held Civil traffic cases closed within 60 days Criminal/criminal traffic cases closed within 60 days Criminal/criminal traffic cases closed within 120 days Fiscal Year 2002–2003 Accomplishments ▬▬▬▬▬▬ • • • • • • The new presiding judge completed the 2003 Orientation for Limited Jurisdiction Courts as required by the Arizona Supreme Court, as well as DUI, civil traffic and domestic violence judicial training. The court created and implemented a community service program for juvenile and adult sentencing alternatives, benefiting town departments and community entities. The presiding judge or court administrator attended all Limited Jurisdiction Presiding Judges meetings, gathering information to keep the court current with ever changing laws and procedures. The entire court staff completed at least 16 hours of mandatory continuing education. The court continued to participate in the Tax Intercept Program that intercepts and collects state income tax refunds of defendants with financial obligations to the court. The court initiated a comprehensive review of court policies and procedures. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • Complete the review, updating and implementation of court policies and procedures. Review and enhance collection methods and procedures. Provide training and education opportunities to staff that will best serve the needs of the Municipal Court as well as any mandates from the Supreme Court while staying within reduced budget recommendations. Form and initiate a local Criminal Justice Committee involving court, prosecution, law enforcement and defense bar representation. Fiscal Year 2003-2004 Budget - 70 - Town of Fountain Hills Summary Expenditures – Municipal Court SALARIES & BENEFITS CONTRACTUAL SERVICES REPAIRS & MAINTENANCE SUPPLIES & SERVICES CAPITAL EXPENDITURES TOTAL EXPENDITURES FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget $269,937 $300,515 $304,920 $264,214 $276,320 $7,079 $8,084 $7,000 $9,000 $8,200 $618 $1,057 $1,200 $1,000 $1,100 $19,168 $20,853 $14,350 $12,275 $14,250 $0 $6,960 $0 $0 $0 $296,802 $337,469 $327,470 $286,489 $299,870 Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Municipal Court Presiding Judge Court Administrator Court Collection Specialist Court Services Specialist 1.00 1.00 1.00 2.50 1.00 1.00 1.00 3.00 1.00 1.00 1.00 3.00 1.00 1.00 0 3.00 Authorized FTE 5.50 6.00 6.00 5.00 Fiscal Year 2003-2004 Budget - 71 - Town of Fountain Hills Salaries and Benefits $276,320 This item includes compensation for five full time equivalent employees within this department. Contract Services $8,200 This category includes required interpreting services other than Spanish, which is provided by court staff, and the services of pro tem judges when the presiding judge is unavailable. The court also has a contract for $3,000 with the Supreme Court for the use and maintenance of the Arizona Court Automation Program (ACAP). Repairs and Maintenance $1,100 This supports routine service and annual maintenance of office equipment. Supplies and Services $14,250 This line item includes funding to support advertising and signage, $1,700 for staff to attend mandatory continuing education conferences to fulfill training requirements required by the Supreme Court, fees and publications, updated A.R.S. volumes and Rules of Court, subscriptions for the Cole’s Directory and Credit Data Southwest credit reporting services. Also included in this item are funding for office supplies, printing, communication, travel, bank charges and Court Collection Enhancement Fund (CCEF) expenditures to improve the court’s recording equipment. Fiscal Year 2003-2004 Budget - 72 - Town of Fountain Hills MUNICIPAL COURT FY 2000-2001 Actual SALARIES & BENEFITS Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Recruitment Costs Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 222,147 3,480 511 15,289 387 2,171 517 375 23,846 0 1,214 241,629 3,404 249 23,719 290 2,754 536 329 26,579 0 1,025 238,200 3,490 300 31,100 360 3,000 700 480 26,210 0 1,080 210,000 3,100 300 22,000 260 2,350 175 400 23,100 1,704 825 220,600 3,230 250 23,480 300 2,670 0 460 24,270 $269,937 $300,515 $304,920 $264,214 $276,320 0 2,929 4,150 2,000 3,084 3,000 0 4,000 3,000 0 6,000 3,000 0 5,200 3,000 $7,079 $8,084 $7,000 $9,000 $8,200 618 1,057 1,200 1,000 1,100 TOTAL $618 $1,057 $1,200 $1,000 $1,100 SUPPLIES & SERVICES: Advertising/Signage Conferences Education/Training Fees & Publications Office Supplies Printing Communication Expense Travel Bank Charges Local JCEF Expenditures Local CCEF Expenditures 326 1,305 169 3,453 4,135 2,165 151 356 2,542 0 4,566 456 719 537 4,163 2,139 1,375 0 358 2,275 0 8,831 400 200 1,000 3,000 4,500 2,000 250 500 2,500 0 0 0 1,300 500 3,500 1,900 2,000 375 200 2,500 0 0 400 1,000 700 3,100 2,200 2,000 450 400 2,500 0 1,500 $19,168 $20,853 $14,350 $12,275 $14,250 0 6,960 0 0 0 $0 $6,960 $0 $0 $0 $296,802 $337,469 $327,470 $286,489 $299,870 TOTAL CONTRACT SERVICES Accounting Fees Interpreters/Pro-Tem Judge Intergovernmental Agreements TOTAL REPAIRS & MAINTENANCE: Office Equipment Repairs TOTAL CAPITAL EXPENDITURES Capital Outlay - Furniture/Equipment TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 73 - 1,060 Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 74 - _______________________ Parks, Recreation, and Community Center _______________________ Town of Fountain Hills Parks, Recreation, and Community Center Parks and Recreation Recreation Programs Parks Community Center Mission Statement ▬▬▬▬▬▬ The mission of the Fountain Hills Parks and Recreation Department is to enhance the quality of life by providing and maintaining safe, available, and accessible parks and recreation services that will meet the intellectual, social cultural, and leisure needs of all residents. Vision Statement ▬▬▬▬▬▬ In April 2000, the Parks and Recreation Commission developed a vision statement for the department. The vision statement is contained in the department’s strategic plan, which is reviewed annually. The vision statement states, “By the year 2007, Fountain Hills Parks and Recreation Department will achieve full agency accreditation, a national gold medal, and a 100% excellent rating from our citizens”. Department Description ▬▬▬▬▬▬ The Parks and Recreation Department is responsible for providing safe and accessible recreation services for all age groups. Parks and Recreation services include senior programs, adult and youth sports, pre-school programs, cultural programs, teen services, outdoor programs, special events, special interest classes, adult education classes, and after school programs. In 2002, the department also assumed the responsibility for management of the Community Center. Performance Standards ▬▬▬▬▬▬ • • • • Increase participation through unique marketing techniques. Increase the department’s volunteer base and continue to explore and use creative methods to recognize volunteers. Provide Little League baseball, PONY League baseball, Soccer Club, Pop Warner Football, Jr. Miss Softball, and Lacrosse Club with assistance to help ensure the success of their respective organizations. Special events sponsorship by community businesses. Fiscal Year 2003-2004 Budget - 75 - Town of Fountain Hills Management Indicators ▬▬▬▬▬▬ 2001-2002 Actual Recreation • Special Events • Adult and Youth Sports Activities/ • Number of Courses Offered • Special Interest Programs/ • Number of Courses Offered • Youth and Teen Programs/ Number of Courses Offered • Clubs Co-Sponsored by Parks and Recreation • Volunteer Hours (estimated) 2002-2003 Estimated 2003-2004 Projected 10 7 4 191/126 12/60 12/83 27/142 11/61 12/124 11/36 9/27 8/50 7 3,700 8 3,800 0 4,000 443 133 48 377 110 94 1,205 425 135 50 325 150 100 1,185 Administrative Support Youth Sports Organizations – Facility Bookings • • • • • • Little League Baseball PONY League Baseball Jr. Miss Softball Soccer Club Lacrosse Club Pop Warner Football Total 426 110 6 255 132 130 1,059 Parks and Recreation Revenue ▬▬▬▬▬▬ • • • Recreation Programs Facility Rentals Park Ramada Reservations Parks and Recreation Grand Total 2001-2002 Actual 2002-2003 Estimated 2003-2004 Projected $ 175,376 $ 10,434 $ 2,985 $ 188,795 $ 145,070 $ 12,000 $ 3,000 $ 160,070 $ 170,750 $ 15,000 $ 3,000 $ 188,460 Fiscal Year 2003-2004 Budget - 76 - Town of Fountain Hills Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ • • • • • • • • • • • Completed the department’s consolidation with and relocation to the Community Center, effective February 1. Worked with the local VFW and American Legion groups on the plan that was approved for the Veterans Memorial. The cannon pad is the first phase of the project, and is currently being review by Town staff prior to beginning construction. Continued to work with the McDowell Mountain Preservation Commission regarding the hiring of a firm to complete design work for a planned permanent trailhead into the McDowell Mountain preserve. Staff also assisted the group in its continuing efforts to establish an initial trail from the trailhead. Continued the positive relationship between the Town and the Fountain Hills School District to jointly utilize school facilities for various programs in return for the District’s use of park facilities. Despite tight economic times, the department began a number of arts and crafts classes utilizing the newly furnished art rooms in the Community Center. Successfully gained sponsorship of several special events including St. Patrick’s Day and Eggstravaganza in order that the community may continue enjoying these traditions. Increased participation in the Mayor’s Youth Council for the third straight year. The Mayor’s Youth Council volunteered over 1,000 hours last year and is on track to have over 2,000 hours this school year. Utilizing the conservation Federal minimum wage rate, this equates to over $10,000 in volunteer labor contributed to the community. Continued cooperative relationship with the Fountain Hills Branch of the Boys and Girls Club and MCSO Midnight Madness Foundation to offer a number of youth and late night programs throughout the year. Members of the staff received professional recognition this year, through the Arizona Recreation and Park Association, by naming Milo Bonnin the “Young Professional of the Year”, and Bryan Hughes receiving the “Outstanding Partnership Award” for programming. Corey Hromek was elected Chair of the APRA’s Youth and Teen Branch for 2003. Continued to provide expanded opportunities to utilize park facilities by the local Little League, soccer, Pop Warner, and Lacrosse youth organizations. Continued successful partnership with Senior Services, Inc. of Fountain Hills to provide excursions throughout the state for senior citizens. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • Provide excellent customer service including information referral, quality programs, and easy registration. Provide staff support to all events and activities scheduled at all town parks. Work closely with Fountain Hills Unified School District to assist with scheduling and maintenance of facilities utilized by the Parks and Recreation department. Identify new recreation and leisure education programs to be offered in fiscal year 20042005 that meet or exceed program break-even factors. Fiscal Year 2003-2004 Budget - 77 - Town of Fountain Hills Summary Expenditures – Recreation Programs FY 2000-2001 Actual FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS $403,199 $482,995 $478,300 $450,400 $372,620 CONTRACTUAL SERVICES $195,879 $222,565 $217,500 $147,550 $631 $2,837 $3,000 $3,650 $142,550 0 $2,950 $44,547 $35,742 $29,550 $20,800 $24,950 $0 $0 $0 $30,000 $0 $644,256 $744,139 $728,350 $652,400 $543,070 REPAIRS & MAINTENANCE SUPPLIES & SERVICES CAPITAL EXPENDITURES TOTAL EXPENDITURES Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Parks & Recreation Director Park Supervisor Recreation Supervisor Rec. Program Coordinator Parks Worker Parks Intern Recreation Intern Parks Operation Supervisor Recreation Assistant Executive Assistant Administrative Assistant Receptionist 1.00 1.00 1.00 3.00 2.00 0.50 1.00 3.00 5.00 1.00 1.00 0 1.00 1.00 1.00 3.00 1.00 0.50 1.00 3.00 4.00 1.00 1.00 0 1.00 1.00 1.00 3.00 1.00 0 0 3.00 4.00 1.00 1.00 0 0.50 1.00 1.00 2.00 1.00 0 0 2.00 4.00 1.00 0 .50 Authorized FTE 19.50 17.50 16.00 13.00 Fiscal Year 2003-2004 Budget - 78 - Town of Fountain Hills Recreation Programs ▬▬▬▬▬▬ Salaries and Benefits $372,620 This category includes projected salary and employee related benefits for 4.5 full-time staff and several part-time/seasonal staff. Contract Services $142,550 No increase was anticipated for recreation programs, which include special interest programs, special events, adult and youth sports activities, and youth and teen programs. The special programs line item of $34,350 is broken down as follows: $4,250 for an adult education class instructors for 3 sessions with estimated 250 participants; $11,920 for supplies and instructions for three sessions of art classes with 260 participants; $500 for refreshments for 958 bridge participants; $900 for computer class instructors for 60 participants; $2,250 for a dance class instructor for 120 participants; $1,890 for a dog obedience instructor for 60 participants; $1,110 for hiking leader with 120 participants; $2,240 for language instructor for 70 participants; $1,260 for a photography instructor for 45 participants; $2,070 for TaiChi instructors with 90 participants; $2,440 for a Yoga instructor with 100 participants, and $3,520 for Karchner Caverns trips. The youth and teen programs line item of $11,100 is broken down as follows: $1,175 for art class supplies with 159 participants, $6,863 for a dance class instructor for 305 participants; $500 for Kiddie Rythmics supplies for 48 participants; $1,300 for Mayor’s Youth Council supplies with 100 participants, and $1,225 for Roar n’ Snore for 330 participants. The sports activities line item of $51,100 is broken down as follows, $1,420 for adult basketball referees and supplies for 18 teams; $11,605 for youth basketball referees and supplies for 320 participants; $1,140 for golf instructors for 60 participants; $5,880 for a gymnastics instructor for 120 participants; $1,200 for karate instructor with 80 participants; $7,120 for adult softball umpires and supplies for 36 teams; $6,440 for senior softball umpires and supplies for 46 teams; $7,005 for senior softball tournament umpires and supplies for 40 teams; $6,564 for youth and adult tennis instructor for 168 participants; $4,625 for turkey trot supplies with 600 participants; $1,236 for a youth volleyball coach and supplies for 36 participants; $674 for a youth wrestling coach and supplies for 25 participants; and $670 for youth sports competition supplies for 300 participants. Each program was analyzed comparing expenses, including overhead versus fees, to insure at least a break-even program. Repairs and Maintenance $2,950 This refers to expenses relating to the department’s 15-passenger van, as well as maintenance and repair to office equipment. Supplies and Services $24,950 This category includes advertising, conferences, continuing education, dues and publications, gas and oil, office supplies, printing, communications, travel, and uniforms. Fiscal Year 2003-2004 Budget - 79 - Town of Fountain Hills PARKS & RECREATION FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance Recruitment Costs TOTAL CONTRACT SERVICES Engineering Fees Special Programs Youth and Teen Programs Sports Activities McDowell Mtn Preservation Constituent Communications TOTAL REPAIRS & MAINTENANCE: Vehicle Maintenance & Repair Office Equipment Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Gas & Oil Office Supplies Printing Communications Travel Uniforms Bank Charges TOTAL CAPITAL EXPENDITURES Capital Outlay - Vehicles Capital Outlay - Improvements TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 344,226 10,375 868 16,372 388 2,338 645 2,074 24,379 1,163 370 391,524 12,412 971 26,945 326 2,992 644 3,053 30,342 1,104 12,683 384,700 10,300 800 38,100 400 3,900 900 3,700 34,100 1,400 0 $367,000 $7,500 $700 $34,200 $350 $3,400 $350 $3,600 $32,000 $1,300 $0 307,800 10,400 800 23,300 300 2,400 0 3,220 23,400 1,000 0 $403,199 $482,995 $478,300 $450,400 $372,620 2,000 46,296 38,288 62,472 3,631 43,191 1,117 69,551 43,459 55,354 3,564 49,521 5,000 63,000 44,000 48,500 500 56,500 0 40,000 27,500 43,000 600 36,450 0 39,150 11,100 51,100 1,000 40,200 $195,879 $222,565 $217,500 $147,550 $142,550 183 448 475 2,362 1,000 2,000 1,200 2,450 500 2,450 $631 $2,837 $3,000 $3,650 $2,950 4,222 4,285 3,786 1,961 1,168 15,138 5,376 3,726 2,451 2,387 46 1,885 8,842 1,729 1,859 1,094 7,042 3,138 3,549 3,095 3,421 89 1,500 1,000 5,500 1,450 2,000 8,000 2,500 4,200 250 3,000 150 1,000 1,200 1,000 1,200 1,000 7,000 2,500 3,000 250 2,500 150 1,500 1,700 3,200 1,400 1,500 7,000 2,500 2,500 500 3,000 150 $44,547 $35,742 $29,550 $20,800 $24,950 0 0 0 0 0 0 0 30,000 0 0 $0 $0 $0 $30,000 $0 $644,256 $744,139 $728,350 $652,400 $543,070 Fiscal Year 2003-2004 Budget - 80 - Town of Fountain Hills Parks Mission Statement ▬▬▬▬▬▬ The park staff is dedicated to maintaining over 112 acres of park land throughout the Fountain Hills park system to department standards by professionally maintaining and operating each park’s facilities and amenities enhancing the beauty, value, quality of the park’s environment; and continuing to provide quality recreation opportunities, safe and clean parks, and superior park beautification. Park Descriptions ▬▬▬▬▬▬ Each of the four parks in the Town’s system is in a different stage of development based on master plans that were developed specific to each park. The Parks and Recreation Commission and Town Council have reviewed and approved these master plans, which included public input during their planning. Desert Vista Neighborhood Park Desert Vista Neighborhood Park is an all turf 11-acre park located between Desert Vista and Tower Drives, south of Tioga Drive. The Town acquired this site on May 21, 1998, from MCO Properties, Inc. The Town, in cooperation with the Fountain Hills Sanitary District, is using the 11-acre site for effluent disposal. However, the Town has fenced 3.5 acres to be used as an offleash recreational facility and uses the remainder of the park for lacrosse, soccer, and open play. Fountain Park Fountain Park is a 62-acre passive recreation facility and home of the Town’s world famous fountain, which is the heart of the community. The park was built in 1970 and includes 33 acres of turf, a 29-acre million gallon effluent lake, pump house station, dam, 18-hole disc golf course, restroom/control building, children’s playground, two ramadas with picnic tables and grills, and two parking lots. The Town acquired the park on May 1, 1997, from MCO Properties, Inc., and approximately nine months later, the Parks and Recreation Commission developed a new park master plan. The revised plan includes approximately 7,200 linear feet of walkways complete with lighting, five picnic ramadas with tables and barbecue grills, one restroom/control building, two parking lots with over 130 parking spaces, a tot lot and a playground. Additional amenities include a veterans’ memorial and an outdoor performance pad. Several park improvement projects were made during fiscal year 2000-2001 including the replacement of the lake liner, construction and installation of injection wells, and the completion of Phase I improvements. Four Peaks Neighborhood Park Four Peaks Neighborhood Park is a 14-acre recreation facility adjacent to Four Peaks Elementary School. The Parks and Recreation Department acquired approximately 9.9 acres of land from the School District in May 2001, bringing the total acreage of the park to 14 acres. The Parks and Recreation Department has maintained this land over the last several years and will continue to maintain the property in the future. The park currently includes a lighted soccer field with seating, a multi-purpose field with lights, one Little League field, one softball field, two lighted tennis courts, two lighted basketball courts, two children’s playgrounds, a restroom/control building, one ramada with a grill, and parking for 20 vehicles. Fiscal Year 2003-2004 Budget - 81 - Town of Fountain Hills Golden Eagle Park Golden Eagle Park is a 25-acre active recreation facility adjacent to Fountain Hills High School. The park includes four multi-purpose lighted ball fields with covered dugouts and seating for 550 spectators, four lighted tennis courts with a shaded waiting area, two lighted basketball courts with bleachers, two lighted sand volleyball courts with a shower tower, a shaded tot lot, a shaded children’s playgrounds with a shaded seat wall, a 2,500 square foot restroom/control building, three parking lots with a total of 223 parking spaces, three picnic ramadas with grills, one pedestrian foot bridge, eight chilled drinking fountains, a horse shoe pit, six open turf areas, a large equipment storage yard, and over one mile of sidewalks and concrete pathways. Performance Standards ▬▬▬▬▬▬ Fountain Hills Park System (Fountain Park, Desert Vista Park, Four Peaks Park and Golden Eagle Park) • Provide safe and clean facilities daily. • Secure restroom/control buildings and park entry gates daily. • Prepare and line all ball fields for scheduled activities. • Maintain athletic facilities at standards acceptable for all scheduled sports activities. • Maintain safe and beautiful green turf year-round. • Maintain an accident free work place. Desert Vista Neighborhood Park • Provide pet waste bags. • Eliminate irrigation leaks and standing water within the off-leash recreational facility. Management Indicators – Parks ▬▬▬▬▬▬ 2001-2002 Actual 2002-2003 Estimated 2003-2004 Projected Grounds Maintenance Mowing Frequency Aeration 50 weeks 4 x annually 50 weeks 4 x annually Post Emergent Spraying Pre Emergent Spraying 3 x annually 2 x annually 3 x annually 2 x annually 42 weeks 2 x annually 2 In house In house In house 0 0 29 551 0 75 35 525 Park Ramada Rental Hours Desert Vista Neighborhood Park Fountain Park Four Peaks Neighborhood Park Golden Eagle Park Fiscal Year 2003-2004 Budget - 82 - 0 150 35 550 Town of Fountain Hills Fiscal Year 2002-2003 Accomplishments - Parks ▬▬▬▬▬▬ Fountain Hills Park System • • • • • • • • Reduced the annual landscape contract for the park system. Over-seeded all of the parks within the park system. Posted new signage throughout the park system. Installed several new memorial park benches and trees at several parks. Provided support services and field preparation for various Fountain Hills organizations, such as, the Chamber of Commerce, Ministerial Association, Little League, the Soccer Club, Pop Warner Football, Lacrosse Club, the Senior Softball program, and the Men’s League. Provided support services and field preparation to high school, middle school, and elementary school personnel and associated sports teams. Upgraded turf and field conditions at all parks. Acquired access to Golden Eagle Park pump station for better control of routine maintenance. Desert Vista Neighborhood Park • • • • Constructed new containers for mutt mitts. Installed trees at the off-leash recreational facility. Set up for the annual Paws in the Park special event. Prepared and lined the turf for lacrosse and soccer games Fountain Park • • • • Continued the St. Patrick’s Day annual tradition of dyeing the fountain green. Repaired four aeration pumps for better circulation of oxygen into the fountain lake. Successfully repaired the irrigation system for 100% automatic clock operation. Restocked Fountain Park Lake with fish to help control insects, odors, and algae. Four Peaks Neighborhood Park • • • Reconditioned the Little League field. Constructed a field-marking device to the gator. Continued park operations with staff reduction. Golden Eagle Park • • • • • Replaced gate and isolation valves throughout the park. Worked with SunRidge Canyon to repair and maintain the required level of pump pressure to ensure effective pump operations. Worked with SunRidge Canyon to gain access to the pump house. Reconditioned field #1 with new sod and stabilizer. Successfully overseeded all turf areas throughout the park. Fiscal Year 2003-2004 Budget - 83 - Town of Fountain Hills Fiscal Year 2003-2004 Objectives - Parks ▬▬▬▬▬▬ Fountain Hills Park System • • • • • • • Maintain current support services and professional assistance to customers, youth and adult organizations, school sports activities, and other community organizations using the facilities and amenities within the Fountain Hills park system. Provide exceptional weekly maintenance of the parks, and emphasize restroom cleanliness and a litter free environment. Eliminate turf weeds and weeds on dirt slopes and open areas. Level all low and uneven turf areas throughout each park. Cross-train recreation assistants to assist with park maintenance. Manage financial resources to meet authorized expenditures. Maintain high staff visibility and provide friendly help for park patrons. Desert Vista Neighborhood Park • • • Install additional benches and trees. Work with ADOG to continue safe and clean operations of the off-leash recreational facility. Install drip irrigation to trees. Fountain Park • • • • Continue to decrease the migratory bird population at the lake. Major clean up of pump house building and yard for possible public tours. Install concrete slab for Veterans Memorial. Complete major work on Phase II of master plan. Four Peaks Neighborhood Park • • • • Continue annual reconditioning of all athletic fields. Meet with neighborhood watch groups to discuss issues. Streamline maintenance operations as a result of staff reductions. Install or design Phase II skate park. Summary Expenditures – Parks FY 2000-2001 Actual SALARIES & BENEFITS FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget $221,880 $237,080 $254,740 $237,970 $214,290 CONTRACTUAL SERVICES $79,514 $0 $0 $0 $12,800 REPAIRS & MAINTENANCE $320,389 $344,772 $321,000 $287,800 $292,550 SUPPLIES & SERVICES $129,498 $205,789 $254,880 $193,025 $176,200 CAPITAL EXPENDITURES $1,265,203 $24,810 $15,000 $15,000 $510,000 TOTAL EXPENDITURES $2,016,483 $812,452 $845,620 $733,795 $1,205,840 Fiscal Year 2003-2004 Budget - 84 - Town of Fountain Hills Parks ▬▬▬▬▬▬ Salaries and Benefits $214,290 The parks are maintained by a staff that consists of a park supervisor, two parks operations supervisors, and one parks operations worker. Although the staff members are assigned to a specific park, they share responsibilities for all parks and perform their duties wherever necessary. One park operations supervisor accepted a severance package as a result of the budget reductions this fiscal year. However, the remaining park staff will cover the maintenance and operations of the park until the position can be filled. Desert Vista Neighborhood Park Fountain Park Four Peaks Golden Eagle Park $ 0 $ 56,370 $ 0 $157,920 Contract Services $12,800 Aquatic consulting fees paid to maintain Fountain Lake, reduce midge flies and mitigate other problems. Repairs and Maintenance $292,550 This refers to expenses relating to the daily maintenance of the park, as well as renting power tools and small equipment to perform park maintenance repairs. The major component to this category is the annual landscape contract, which comprises most of the expenditures for this category. The annual landscape contract was be re-bid during fiscal year 2001-2002 and renewed on an annual basis for up to four additional years. During fiscal year 2002-2003 the annual landscape contract was significantly reduced to meet the budget reduction plan implemented during this fiscal year. Additionally, the annual landscape contract is adjusted annually to include the Consumer Price Index. Desert Vista Neighborhood Park Fountain Park Four Peaks Park Golden Eagle Park $ 36,900 $133,250 $ 42,000 $ 80,400 Desert Vista Park has $36,900 budgeted for repairs and maintenance, primarily mowing and landscaping work in the amount of $30,000. This line item consists of mowing 42 times, equaling $17,000; irrigation technician at $2,400; spraying fields at $2,200 and over seeding the fields at $8,400. Fountain Park’s budget of $133,250 consists of equipment repairs at $12,000 to replace valves on the “world famous” fountain and make any necessary repairs. Field and park maintenance line item of $43,300 consists of; liquid fertilizer $11,000, acid supplies $5,000, granular fertilizer $5,000, irrigation repairs $6,000, Wercon service $2,500, hydroseeding $2,500, concrete pads $2,000, trees $800, memorial benches $5,000, waterfowl removal $3,000, and flags at $500. Fountain Park’s mowing and landscaping line item of $70,000 breaks down as follows: Mowing 42 times at $23,000; irrigation $4,800; irrigation tech $7,000; pesticide spraying $4,020; trimming $6,000; and over seeding and scalping at $25,200. Fiscal Year 2003-2004 Budget - 85 - Town of Fountain Hills Four Peaks Park budget of $42,000 consists mainly of two line items, $16,000 for field preparation and $17,800 for mowing and landscape maintenance. The $16,000 field preparation consists of $2,500 for lighting repairs, $4,000 stabilizer and paint, $4,000 fertilizer, $2,500 irrigation repairs, $1,000 herbicides, $2,000 rye and Bermuda seed. The mowing and landscaping $17,800 line item breaks down as 42 mows, totaling $14,000; $1,500 for trimming, $1,800 for over seeding, and $500 for spraying. Golden Eagle Park’s request of $80,400 consists of $16,000 for building repairs and maintenance which includes $6,000 for painting shelter roofs, $10,000 for supplies for plumbing repairs, shelter, concession stand and maintenance shed repairs, painting fire lanes and painting walls. $26,000 is budgeted under line item “Field Preparation and Maintenance”, as follows: $3,000 stabilizer on running track, $5,000 lighting repairs, $3,000 fertilizer, $2,000 electrical repairs, $3,000 irrigation, $2,500 chemicals, $2,000 vandalism, $1,500 benches and picnic tables and 3,500 sports chalk and equipment, and $500 for emergency funding. While $28,000 is budgeted under “Mowing and Landscape Maintenance” as follows: $12,600 for 42 mowings, $7,700 for trimming, $5,000 irrigation tech, and $2,700 for scalping. Supplies and Services $176,200 Expenses in this category pertain to the daily operations of the park and include costs for electricity, water, sewer, trash pick-up, associated operational signage, and miscellaneous tools and supplies. Also included are expenditures associated with continuing education and conferences for park staff to keep current with certifications. Desert Vista Neighborhood Park Fountain Park Four Peaks Golden Eagle Park $ 6,600 $ 75,720 $ 38,750 $ 55,130 Fountain Park has the largest line item, $75,720, which includes $59,500 for electricity to operate the fountain pumps. This cost has been dramatically reduced by the reduction of the fountain’s operation time from 15 minutes per hour to 10 minutes per hour. Four Peaks Park, $38,750, has two major line items: electricity at $14,000 for lights and water and sewer costs $18,000 for sprinkling. Golden Eagle Park, $55,130, has a major line item expense for electricity at $33, 000 for lighting the ball fields and tennis courts. Capital Improvement Projects $510,000 Expenses in this category pertain to two park improvement projects: a skate park project at Four Peaks Neighborhood Park and a portion of Fountain Park Phase II Improvements. $60,000 of costs associated with the skate park will include either engineering/design fees or modular components for the skate park and will come from development fee monies. Fountain Park Phase II Improvements, costing $510,000 in general fund monies, include an activity area with a shared tot lot and playground ($300,000 less $160,000 in grant funding), and the north sidewalk to complete the walking path around the park ($187,000), and a performance pad ($183,000). Fiscal Year 2003-2004 Budget - 86 - Town of Fountain Hills The Town was awarded a Land and Water Conservation Fund (LWCF) grant for the Fountain Park project in December 2000 in the amount of $237,307, of which approximately $160,000 will be available due to the reduced size of the project. Fountain Park Four Peaks Neighborhood Park $ 510,000 $ 60,000* *From development fees. Fiscal Year 2003-2004 Budget - 87 - Town of Fountain Hills DESERT VISTA PARK FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget CONTRACT SERVICES: Professional Fees Engineering/Design Fees 0 0 0 0 0 0 0 0 0 0 TOTAL 0 0 0 0 0 0 4,201 32,505 0 2,536 35,726 500 2,000 40,000 0 4,500 30,000 1,900 5,000 30,000 $36,706 $38,263 $42,500 $34,500 $36,900 109 3,256 200 1,293 0 3,628 132 1,096 500 5,000 500 1,300 0 4,700 500 550 500 5,000 500 600 $4,858 $4,856 $7,300 $5,750 $6,600 6,733 0 0 0 0 0 0 0 0 0 $6,733 $0 $0 $0 $0 $48,297 $43,118 $49,800 $40,250 $43,500 REPAIRS & MAINTENANCE: Equipment Rental Field Preparation/Maintenance Mowing/Landscape Maintenance TOTAL SUPPLIES & SERVICES: Advertising Electricity Tools/Shop Supplies Water/Sewer TOTAL CAPITAL EXPENDITURES Capital Outlay - Equipment Capital Outlay - Park Improvements TOTAL TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 88 - Town of Fountain Hills FOUNTAIN PARK FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance TOTAL CONTRACT SERVICES: Consultant Fees Engineering/Design Fees TOTAL FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 38,456 515 53 3,922 64 476 138 682 4,228 174 40,945 552 46 6,002 53 632 135 829 4,504 151 39,100 590 50 8,450 60 900 150 1,210 4,310 180 39,100 590 50 7,600 60 1,000 75 900 4,310 160 40,800 610 50 7,820 60 950 0 1,390 4,490 200 $48,708 $53,849 $55,000 $53,845 $56,370 0 72,514 0 0 0 0 0 0 12,800 0 $72,514 $0 $0 $0 $12,800 6,213 2,093 182 5,626 61,927 81,246 1,648 910 96 5,670 62,350 110,446 11,000 2,000 500 3,000 36,000 90,000 12,000 1,000 500 4,500 50,000 69,300 12,000 2,000 950 5,000 43,300 70,000 $157,287 $181,119 $142,500 $137,300 $133,250 1,522 0 309 65 35,195 2,776 198 592 75 243 4,192 5 660 978 125 100 120 87,155 1,800 500 659 0 498 7,375 5 1,130 3,000 100 500 100 125,000 2,000 500 1,000 3,000 1,600 8,000 0 2,000 1,000 100 300 100 72,600 1,000 200 1,000 50 9,200 8,000 0 1,000 1,000 240 780 100 59,900 1,500 200 1,000 300 500 9,200 0 1,000 $45,832 $100,445 $146,800 $94,550 $75,720 2,233 1,225,295 0 0 0 15,000 0 15,000 0 510,000 REPAIRS & MAINTENANCE: Equipment Repair Vehicle Maintenance/Repair Equipment Rental Building Repairs/Maintenance Field and Park Maintenance Mowing/Landscape Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Electricity Gas and Oil Office Supplies Tools, Shop Supplies Printing Communications Expense Water Travel Uniforms TOTAL CAPITAL EXPENDITURES Capital Outlay - Equipment Capital Outlay - Improvements TOTAL $1,227,528 $0 $15,000 $15,000 $510,000 TOTAL EXPENDITURES $1,551,870 $335,414 $359,300 $300,695 $788,140 Fiscal Year 2003-2004 Budget - 89 - Town of Fountain Hills FOUR PEAKS NEIGHBORHOOD PARK FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 33,996 455 53 4,246 64 662 151 645 3,740 174 29,184 377 60 4,035 40 613 103 881 3,210 106 33,900 500 50 6,950 60 900 150 1,040 3,730 150 $25,100 $900 $75 $4,120 $50 $800 $75 $500 $1,820 $75 0 0 0 0 0 0 0 0 0 0 $44,185 $38,609 $47,430 $33,515 $0 CONTRACT SERVICES: Engineering/Design Fees 7,000 0 0 0 0 TOTAL 7,000 0 0 0 0 2,879 2,349 5,644 14,208 11,256 357 1,829 6,135 15,318 13,798 2,000 2,500 5,000 17,500 14,000 2,000 500 5,000 15,000 15,000 1,300 1,900 5,000 16,000 17,800 $36,336 $37,437 $41,000 $37,500 $42,000 155 10 505 135 13,734 1,394 206 1,959 82 220 7,521 39 482 95 1,491 75 305 13,729 1,351 89 1,097 51 572 20,763 0 709 3,000 100 300 200 14,000 2,400 100 1,000 0 800 15,000 0 1,000 100 100 300 100 13,600 600 0 1,000 0 350 24,400 0 1,000 150 0 0 0 14,000 600 0 1,000 0 0 23,000 0 0 $26,442 $40,328 $37,900 $41,550 $38,750 0 11,158 0 0 0 0 0 0 0 0 TOTAL REPAIRS & MAINTENANCE: Vehicle Maintenance/Repair Equipment Rental Building Repairs/Maintenance Field Preparation/Maintenance Mowing/Landscape Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues and Publications Electricity Gas and Oil Office Supplies Tools, Shop Supplies Printing Communication Expense Water/Sewer Travel Uniforms TOTAL CAPITAL EXPENDITURES Capital Outlay - Vehicles Park Improvements TOTAL TOTAL EXPENDITURES $11,158 $0 $0 $0 $0 $125,121 $116,375 $126,330 $112,565 $80,750 Fiscal Year 2003-2004 Budget - 90 - Town of Fountain Hills GOLDEN EAGLE PARK FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance TOTAL FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate $113,900 $1,660 $150 $16,550 $180 $1,850 $200 $3,000 $12,600 $520 FY 2003-2004 Budget 102,331 1,367 214 9,514 191 1,315 373 1,927 11,256 497 110,708 1,445 139 14,957 158 1,568 354 2,674 12,171 447 112,200 1,660 150 19,650 180 1,700 410 3,520 12,340 500 120,700 1,780 150 15,260 180 1,800 0 4,190 13,280 580 $128,987 $144,622 $152,310 $150,610 $157,920 0 0 0 0 0 8,406 322 8,667 47,358 25,306 9,098 628 22,828 26,857 28,541 9,000 2,000 22,000 30,000 32,000 9,000 1,500 16,000 26,000 26,000 9,000 1,400 16,000 26,000 28,000 $90,060 $87,953 $95,000 $78,500 $80,400 395 630 1,245 495 34,041 3,674 79 2,069 0 1,485 13,300 372 2,377 1,000 255 2,500 225 30,000 3,000 1,000 3,000 500 2,400 15,000 0 4,000 500 200 250 225 33,000 3,300 200 1,700 0 1,500 7,000 0 3,300 500 780 1,000 250 33,000 3,900 200 2,000 0 1,900 8,000 0 3,600 $52,365 $60,160 $62,880 $51,175 $55,130 0 19,784 19,434 5,376 0 0 0 0 0 0 $19,784 $24,810 $0 $0 $0 $291,195 $317,545 $310,190 $280,285 $293,450 CONTRACT SERVICES: TOTAL REPAIRS & MAINTENANCE: Vehicle Maintenance/Repair Equipment Rental Building Repairs/Maintenance Field Preparation/Maintenance Mowing/Landscape Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues and Publications Electricity Gas and Oil Office Supplies Tools, Shop Supplies Printing Communication Expense Water/Sewer Travel Uniforms TOTAL CAPITAL EXPENDITURES Park Equipment Park Improvements TOTAL TOTAL EXPENDITURES 485 (20) 750 650 30,340 3,264 1,696 2,209 0 681 10,527 0 1,784 Fiscal Year 2003-2004 Budget - 91 - Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 92 - Town of Fountain Hills Community Center Parks and Recreation Community Center Communtiy Meetings Conferences Cultural Events Trade Shows Mission Statement ▬▬▬▬▬▬ Like the trademark fountain that stands at the heart of the community, so too does the Community Center. Its mission is to enhance the quality of life for Fountain Hills’ citizens by providing a gathering place for civic, non-profit and community events, promoting the arts, and developing a conference and convention trade. The Community Center shall be “All that is Fountain Hills”. Department Description ▬▬▬▬▬▬ The Fountain Hills Community Center provides rental space for recreational, civic, educational, commercial, and personal events that require meeting, banquet, seminar, and classroom or exhibit space. The Center staff works with clients to ensure that meeting rooms and other areas are clean, properly set, and prepared for their use. License agreements ensure that users comply with the policies and procedures as adopted by the Town. Goals and Objectives ▬▬▬▬▬▬ The Fountain Hills Community Center is dedicated to service the residents and community groups of Fountain Hills in the manner and spirit established by the former Community Center. A variety of amenities and spaces combined with a very affordable rate structure provide residents with increased opportunities for personal and local non-profit use. The Center will continue to make community and resident usage a number one priority. Additionally, the department will incorporate the following goals and objectives previously established: maintaining a safe and accessible facility, satisfying client’s requirements, maximizing facility usage, and bringing additional revenues into Fountain Hills. The Center will provide a positive economic stimulus to the Town by scheduling and booking as many outside groups as possible while continuing to meet the needs of the Fountain Hills community. Fiscal Year 2003-2004 Budget - 93 - Town of Fountain Hills Performance Standards ▬▬▬▬▬▬ • • • • The Center shall meet with clients, obtain all necessary event information, discuss rental fees and mail a license agreement within ten working days. Clients shall be furnished a detailed scale drawing of their event showing the set. The drawing requires client approval before the event set-up begins. All events shall be properly supervised with Center personnel readily available to assist with clients’ needs. Outstanding billings for events are to be processed in a prompt manner within ten days of the events. Management Indicators ▬▬▬▬▬▬ Events/Activities Attendance Revenues 2001–2002 Actual 2002–2003 Estimated 2003–2004 Projected 1,316 55,628 $101,075 1,400 80,000 $152,000 1,630 96,000 $195,000 Fiscal Year 2002–2003 Accomplishments ▬▬▬▬▬▬ The Fountain Hills Community Center has accomplished the following: • Hired and trained new staff for a number of part-time positions. • Renewed the State of Arizona liquor license and transferred the agent of record. • Continued to meet monthly with the Community Center Advisory Commission. • With Advisory Commission assistance, developed and recommended to the Town Council an updated rental rate schedule intended to encourage local participation. • Updated the policies and procedures manual in cooperation with the Advisory Commission. • Continued to utilize volunteer staff that not only oversees the front desk but also has created several community activities: the Holiday Celebration and tree decorating, “Munch and Music”, and “Summer Serendipity”. • Developed and operated within the first full year budget. • Cross-trained four additional departmental employees to serve as manager for events where alcohol is served. • Continue working toward the reduction of the annual operation subsidy of the facility. It is anticipated that the previously budgeted deficit of over $300,000 will be reduced to approximately $240,000 for fiscal year 2002-2003. The budget for the facility combined with revenues for fiscal year 2003-2004 will reduce the annual deficit amount even further to approximately $220,000, with actual numbers probably being at or even possibly under $200,000. Fiscal Year 2003-2004 Budget - 94 - Town of Fountain Hills Fiscal Year 2003–2004 Objectives ▬▬▬▬▬▬ • • Continue serving as the location of choice for many service club meetings, civic functions, and major community social, fundraising, and Chamber events. The Center is working on making the facility one of the premier wedding destinations in the Valley by exposing the public to a facility through a marketing campaign that includes bridal exhibitions and trade shows, hosting bridal consultant meetings and other venues. A goal of 50 weddings per year appears realistic. Summary Expenditures – Community Center FY 2000-2001 Actual FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS $32,366 $223,448 $329,804 $302,730 $301,144 CONTRACTUAL SERVICES $41,140 $75,986 $85,000 $55,000 $52,000 REPAIRS & MAINTENANCE $12,524 $6,744 $10,500 $10,600 $8,300 SUPPLIES & SERVICES $395,573 $113,628 $115,400 $96,700 $104,950 CAPITAL EXPENDITURES $283,841 $666,468 $120,000 $120,000 $3,600 TOTAL EXPENDITURES $765,444 $1,086,274 $660,704 $585,030 $469,994 Authorized Personnel Position-Title Community Center Director Events/Marketing Coordinator Operations Supervisor Administrative Assistant Operations Worker Custodian Volunteer Coordinator Authorized FTE 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE 0 0 0 0 0 0 0 1.00 1.00 1.00 0.50 1.00 0 0.50 1.00 1.00 1.00 1.00 1.00 1.00 0.50 0.50 1.00 1.00 1.00 1.50 1.00 0.50 0.00 5.00 6.50 6.50 Fiscal Year 2003-2004 Budget - 95 - Town of Fountain Hills Salaries and Benefits $301,144 This item includes compensation for three full time and several part-time employees. Contract Services $52,000 Contract services include costs associated with event security. Additionally, this category includes $50,500 requested under Tourism: $30,000 is for Fountain Hills’ participation with Scottsdale Convention and Visitors Bureau. Also included is $20,500 for brochures, advertising, and stationery printing. Repairs and Maintenance $8,300 This category includes the costs for normal repair and maintenance of the facility, equipment rental such as sound or lighting systems, and normal office equipment repair and maintenance. Though certain pieces of equipment are under warranty, it is anticipated that some repairs will be required. Supplies and Services $104,950 This budget reflects needs based on upon analysis of actual usage. Also included is local advertising from community event programs, user brochures, flyers, promotional reminders, office supplies for daily operations, and volunteer expenses. The largest line item in this category is electricity at $50,000 to run the building. Liquor sales are a significant part of overall revenues and supplies cost $25,000. The Center’s margins are lower than private commercial centers, allowing lower prices to be charged. This is an advantage in holding major events at the Center. Uniforms are for polo shirts to be worn by operational, custodial, and event supervisor staff for a professional, recognizable appearance. Capital Expenditures $3,600 This amount represents a shaded parking canopy. Fiscal Year 2003-2004 Budget - 96 - Town of Fountain Hills COMMUNITY CENTER FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Recruitment Costs Disability Insurance Bartender Services 15,536 189 41 387 0 52 22 25 1,705 14,409 0 0 192,370 6,031 542 8,121 123 873 195 527 14,165 0 502 0 265,050 9,150 447 18,450 240 1,900 480 3,630 19,784 0 673 10,000 248,000 9,150 600 14,200 220 1,650 160 1,500 16,600 0 650 10,000 242,614 9,030 845 13,692 210 1,502 0 4,530 16,981 0 741 11,000 TOTAL 32,366 223,448 329,804 302,730 301,144 0 0 3,300 62,401 5,000 80,000 5,000 50,000 1,500 50,500 $0 $65,701 $85,000 $55,000 $52,000 0 172 0 0 3,480 448 0 7,000 3,500 0 9,300 1,300 0 7,000 1,300 $172 $3,928 $10,500 $10,600 $8,300 4,335 0 0 0 0 118 0 92 94 186 881 0 35 382,968 2,860 1,656 514 1,700 33,653 35,521 19,550 1,622 2,002 7,554 136 1,559 126 0 3,000 1,500 500 1,000 60,000 10,500 25,000 2,500 2,000 7,500 200 1,500 200 0 2,800 0 500 1,600 46,500 10,000 22,500 2,500 1,250 8,700 200 0 150 0 8,000 0 500 600 50,000 7,000 25,000 2,500 1,150 9,000 200 800 200 0 $388,709 $108,452 $115,400 $96,700 $104,950 5,844 277,996 18,082 648,387 120,000 0 120,000 0 3,600 0 CONTRACT SERVICES Contract Security Fees Touris Tourism TOTAL REPAIRS & MAINTENANCE: Equipment Rental Building Repairs & Maintenance Office Repairs/Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues/Publications Electricity Office Supplies Bar Supplies Printing Communications Expense Water/Sewer Travel Uniforms Bank Charges Lease Payment TOTAL CAPITAL EXPENDITURES Capital - Furniture/Equipment Construction Costs TOTAL $283,841 $666,468 $120,000 $120,000 $3,600 TOTAL EXPENDITURES $705,088 $1,067,997 $660,704 $585,030 $469,994 Fiscal Year 2003-2004 Budget - 97 - Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 98 - _______________________ Public Works _______________________ Building Safety Planning Streets Town of Fountain Hills Public Works Department Public Works Open Space Management Mission Statement Engineering Street Maintenance Planning Building Safety and Code Enforcement ▬▬▬▬▬▬ The Public Works Department’s mission is to express and enhance the beauty, value, and quality of the environment by operating and maintaining public grounds, dams, medians, natural washes and open space, as well as protecting the health, safety, and well being of the public by assuring properly designed and constructed infrastructure, correct property transfers, quality mapping, and excellent customer service. Department Description ▬▬▬▬▬▬ The Open Space Management and Engineering Divisions are responsible for the operation and maintenance of Town-owned wash parcels, open space, dams, public grounds and median landscaping. The department is responsible for six ADWR jurisdictional dams and numerous smaller dams. The department maintains landscaping at all Town-owned buildings and facilities (except public parks), including Town Hall, Community Center/Library, two fire stations, Community Theatre buildings, and the street yard. Engineering also processes, reviews, permits and inspects encroachment permits, including subdivision plans, “off-site” improvement plans and utility cuts. The department supports Building Safety by reviewing and inspecting site work plans for building permits. The department supports the Planning Division by technical review of area specific plans, rezonings, preliminary plats, special use permits and other land use matters. Public Works is responsible for all right-of-way capital projects including streets, traffic, drainage and landscaping, and it provides technical support for park and building projects. It provides project planning, design and drafting (or design contract management and plan review), construction inspection and contract administration. The department also handles all street related construction maintenance contracts, including their design, layout and inspection. Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ • • Continued the wash management program in Colony Wash and a small portion of Emerald Wash until the budget was reduced. Assumed maintenance responsibility for the medians on Shea Boulevard (PalisadesFountain Hills Boulevard) and Avenue of the Fountains (Post Office to Palisades). Fiscal Year 2003-2004 Budget - 99 - Town of Fountain Hills • • • • • • • • • • • Received favorable inspection reports by ADWR. Annual maintenance is performed to all six Town-owned dams to ensure the upkeep and safety of the dams. Reviewed 393 site plans for building permits * Reviewed 27 subdivision preliminary plats and condo replats * Reviewed, permitted, and inspected 31 subdivision project improvement plan projects * Reviewed, permitted and inspected 275 utility permit requests * Reviewed and processed 17 easement and right-of-way abandonments and acquisitions* Reviewed 34 applications for cut and fill waivers, concept plans and special use permits* * During 8 months ended March 31, 2003 Inspected (or liaison for) major public projects including: • Target on-site and off-site infrastructure • Microsurface for 3 miles on Shea Boulevard • Slurry seal 3.8 miles in southwest area • Chip seal with MCDOT at east and west ends of Shea Boulevard • Signing and striping for all of Shea Boulevard Prepared section maps for all field employees and public. Updated plat, zoning and building development maps. Provided legal descriptions and boundary maps for the Verde River abandonment. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • Fulfill the requirements of National Pollutant Discharge Elimination System as required by ADEQ and EPA agencies. Continue the wash management program at urgent and moderate fire hazard areas in coordination with the Fire Department requests. Assist the MMPC with their goals and objectives for the open space areas. Continue the storm drain atlas maps and traffic signal conduit maps. Continue data conversion to a GIS system. Continue capital project planning, design and construction consistent with the budget. Continue street major maintenance work (see Street Section). Performance Standards ▬▬▬▬▬▬ • • • • • • • • Provide information to the public regarding the medians, dams, preservation areas and washes. Provide a high level of median maintenance, recognizing that medians are a very important element of the “first impression” people have of Fountain Hills. Inspect all dams quarterly. Check irrigation operation monthly to ensure proper coverage. Spray herbicides semi-annually for weed control in median areas. Respond promptly to citizen inquiries and concerns (within 24 hours, when feasible). Perform building permit first review plan checks within: 15 working days for single-family residences and miscellaneous permits and 7-10 working days for multi-family and commercial permits. Fiscal Year 2003-2004 Budget - 100 - Town of Fountain Hills • • • • • • • Subsequent plan reviews in 5 working days. Perform subdivision (encroachment permit) first review plan checks within 20 working days and subsequent plan reviews in 5 working days. Perform utility cut (encroachment permit) plan checks within 5 working days. Identify all plan review concerns in the first submittal. Provide a customer friendly environment for citizen and developer access to services. Provide thorough, timely subdivision (and other development related) technical review comments to the Planning Division. Provide technical input to the Town Council and advisory commissions as requested. Provide positive support to all departments by way of trust, respect and communication. Management Indicators ▬▬▬▬▬▬ FY 2002-2003 FY 2003-2004 Estimated Projected Engineering Plan Review Time Goal (1st submittal) Single family residence 15 working days Commercial 15 working days Subdivision 20 working days Utility 5 working days Easement abandonments 35 working days (including Council action) 90% 90% 90% 90% 40% 90% 90% 90% 90% 80% FY 2001-2002 FY 2002-2003 FY 2003-2004 Actual Estimated Projected Town Owned Maintained Property Wash Management Program 1523 acres 22.7 acres 1528 acres 17.0 acres 1528 acres 33.1 acres Note: Acreage can vary depending on density of vegetation Summary Expenditures - Public Works FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS $641,930 $664,480 $716,100 $652,150 $635,710 CONTRACTUAL SERVICES $198,917 $58,700 $36,000 $35,000 $44,000 REPAIRS & MAINTENANCE $424,653 $343,771 $355,500 $200,000 $303,000 $98,155 $96,699 $97,600 $94,900 $99,850 $299,463 $18,269 $0 $0 $0 $1,663,118 $1,181,919 $1,205,200 $982,050 $1,082,560 SUPPLIES & SERVICES CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 101 - Town of Fountain Hills Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Public Works Director Town Engineer Senior Civil Engineer Civil Engineer Eng. Tech/CAD Operator Civil Engineering Inspector Drafting/CAD Technician Executive Assistant Administrative Assistant Open Space/Landscape Sup. Open Space/Landscape Spec. Traffic Engineering Analyst 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 0 1.00 0 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0 0 1.00 0 Authorized FTE 13.00 13.00 11.00 9.00 Salaries and Benefits $635,710 There are currently nine full-time positions in the Public Works Department. No increase in personnel is anticipated during the fiscal year. Contract Services $44,000 Engineering regularly contracts with design professionals (traffic engineers, land surveyors, architects and landscape architects) for services. These contracts provide disciplines and special expertise that are not available among the Town’s regular staff; provide technical manpower for major projects; and can provide a reserve of technical manpower during overflow time periods. The anticipated major projects are: • Civil Engineer - Shea Boulevard Bike Lanes (Federal aid) - construction phase ($10,000). • Traffic Engineer - Design signal at Saguaro Boulevard and El Lago Boulevard -50% developer contribution ($12,500). • Traffic Engineer - Design Shea Boulevard interconnect from Eagle Mountain to Palisades Boulevard ($15,000). • Contribution to flood plain management, mylar scanning, appraisals and on-call surveying ($6,500). Fiscal Year 2003-2004 Budget - 102 - Town of Fountain Hills Repairs and Maintenance $303,000 Vehicle Repairs and Maintenance $3,000 The department has five assigned vehicles; one for the department director, one for the engineering inspector, one for the open space and landscape specialist, and two for field work by the other six personnel. Median Landscape Maintenance $150,000 This item will remain approximately the same due to a successful bidding process and a joint effort with the Fountain Hills Unified School District. From 1996 to 2002, median landscape acreage has quintupled. The total median maintenance to date is 45 acres. The Town assumed responsibility for all medians on Shea Boulevard except adjacent to the Target site and on Avenue of the Fountains from the Post Office to Palisades Boulevard. The request for median landscape maintenance covers: • Spraying pre-emergent (surflan) and post-emergent (roundup) twice a year ($17,000) • Mowing, aeration, fertilizer and application ($22,885) • Landscape maintenance-3,000 hours ($86,400) • Palm tree trimming ($6,864) • Tree trimming-117 trees ($5,792) • Scalp, vacuum, dispose of clippings, mulch, overseed ($3,960) • Annual backflow assembly inspection and repairs (required by law) ($1,760) • Fountain maintenance/supplies - this work is done in-house and includes chlorine, algaecide, shock treatment, pump/motor maintenance and cleaning bronze statues ($2,500) • Irrigation maintenance supplies - this work is done in house and includes valves, clocks, heads, pipes, etc. ($3,000) Dam/Wash Maintenance $150,000 The item includes fire hazard, drainage control, trash and dumping removal in the wash and preservation areas. It also includes maintenance of items required at the six Town-owned jurisdictional dams. Most of this budget amount will be expended for urgent fire hazard removal areas during next fall, winter, and spring. Due to increased rainfall amounts this year, a sense of urgency does exist for this item. Total open space, including dames and washes, is 1,442 acres. The request for dam and wash maintenance includes: • Bridge inspections performed by ADOT on box culverts and CMPs and the removal of sediment and vegetation ($3,000) • Dam inspections by ADWR and the required cleanup and maintenance ($8,000) • Wash maintenance: To prevent any drainage problems and for fire protection, we propose to work in (1) Ironwood Wash (Fountain Hills Boulevard to Chicory) 6.6 acres, (2) Mimosa Drain (Mountainside to El Lago 1.0 acre, (3) Emerald Wash (Saguaro to Fountain Hills Boulevard) 11.0 acres and (4) Ashbrook Wash (Aspen Dam to North Boundary 14.5 acres. The work is estimated at $128,000. • After the cutting and removal of debris from the washes, a post-emergent spray is applied to prevent re-growth of vegetation not indigenous to the area. The spraying and labor is estimated at $10,000. • Re-vegetation of native plant material (seed) is applied - done in-house. Cost of the seed is estimated at $1,000. Fiscal Year 2003-2004 Budget - 103 - Town of Fountain Hills Supplies and Services $99,850 This item includes water, electricity, advertising, education and training, dues and publications, fuel costs, office supplies, tool and shop supplies, printing, communication expenses, travel expenses and uniforms. The water is for irrigation of medians, fountains and other Town-owned properties. Electricity for water features is estimated at $11,800, while water and sewer estimates are $68,500. Fiscal Year 2003-2004 Budget - 104 - Town of Fountain Hills PUBLIC WORKS FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 526,581 7,503 621 35,759 717 5,856 1,371 3,135 57,887 2,498 528,422 7,323 534 54,894 567 7,099 1,266 4,140 57,988 2,246 556,700 8,150 550 71,850 660 7,820 1,530 5,090 61,240 2,510 510,000 7,400 600 62,100 600 7,400 750 4,800 56,100 2,400 501,300 7,320 450 56,530 540 6,740 0 5,280 55,140 2,410 $641,930 $664,480 $716,100 $652,150 $635,710 0 198,917 0 58,700 1,000 35,000 0 35,000 500 43,500 $198,917 $58,700 $36,000 $35,000 $44,000 7,121 0 266,550 150,983 4,280 250 211,173 128,068 5,000 500 200,000 150,000 5,000 0 150,000 45,000 3,000 0 150,000 150,000 $424,653 $343,771 $355,500 $200,000 $303,000 155 426 1,318 1,257 6,204 8,362 13,370 3,970 3,739 4,695 52,269 257 0 2,097 35 154 70 1,058 843 9,184 6,262 5,167 511 2,612 3,359 65,497 262 0 1,685 35 500 0 1,000 500 8,000 5,000 4,000 500 2,000 3,500 70,000 0 0 2,500 100 0 0 1,000 500 11,500 5,000 4,000 500 1,000 3,000 66,800 0 0 1,500 100 200 500 1,900 1,000 11,800 5,000 4,000 500 1,000 3,500 68,500 500 0 1,450 0 TOTAL $98,155 $96,699 $97,600 $94,900 $99,850 CAPITAL EXPENDITURES Capital Outlay - Vehicles Capital Outlay - Improvements 0 299,463 18,269 0 0 0 0 0 0 0 $299,463 $18,269 $0 $0 $0 $1,663,118 $1,181,919 $1,205,200 $982,050 $1,082,560 TOTAL CONTRACT SERVICES Contractual Services Engineering Fees TOTAL TO TAL REPAIRS & MAINTENANCE: Vehicle Repair & Maint. Office Equipment Repairs Median/Landscape Maintenance Wash Maintenance/Fire Prevention TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Electricity ectricit Gas & Oil Office Supplies Tools, Shop Supplies Printing Communications Expense Water/Sewer Travel Vehicle Lease Payments Uniforms Bank Charges TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 105 - Town of Fountain Hills This page intentionally left blank Fiscal Year 2003-2004 Budget - 106 - Town of Fountain Hills Building Safety Division Mission Statement ▬▬▬▬▬▬ The Building Safety Division of the Public Works Department is dedicated to providing the highest quality construction permitting; plan review and building inspection services in a responsive and friendly manner. Division Description ▬▬▬▬▬▬ The Building Safety Division processes applications for permits to construct buildings, fences, pools, and any other structures. The division serves as a receiving and processing center for interdepartmental review of these plans. The division’s review and inspection staff includes a building official, two certified residential plans examiner, and two certified building inspectors to assure compliance with the adopted building codes of the Town. The Building Safety Division also issues numerous reports concerning building activity to other public agencies. The Building Safety Division anticipates that it will process building permit applications and perform inspections at approximately 700 building sites in fiscal year 2003-2004. Most of the division’s activity will be concentrated in the developing portions of Firerock Country Club, Crestview, Palatial Estates, Eagle’s Nest and Town Center. While the number of building permit applications is expected to decrease in fiscal year 2003-2004, the division expects the same levels of construction inspection activity due to on-going construction projects that have been permitted in fiscal year 2002-2003, and new residential and commercial projects permitted early in fiscal year 2003-2004. Code enforcement will transition into the Building Safety Division with the downsizing of the Marshals Department. In the past, this area was mostly complaint driven by the citizens of Fountain Hills. As our Town gets larger, more Town code and ordinance violations are obvious. With this in mind, it is time for a more proactive approach, rather than a reactive approach. The Town is also moving into the build-out phase where we will want to preserve the beauty of Fountain Hills by maintaining residential and commercial establishments. This can only be accomplished with firm code enforcement. Performance Standards • • • • ▬▬▬▬▬▬ Perform first review plan reviews within 15 working days, and subsequent plan reviews in 7-10 working days. Identify all plan review concerns in the first review. Perform all requested inspections within 24 hours. Provide a customer friendly environment for citizens to access the services of the department and process the needed applications. Fiscal Year 2003-2004 Budget - 107 - Town of Fountain Hills • • Continue to have building permits and site plans of all building permits over one year old scanned and stored on compact discs. Respond to all citizens inquires within the same working day. Management Indicators ▬▬▬▬▬▬ 2001-2002 Actual 2002-2003 Estimated 2003-2004 Projected 227 74 8 305 402 600 14,500 150 215 10 250 402 600 15,000 125 175 10 275 300 650 9,000 Building Permit Activity • Single-family • Multi-family • Commercial • Pools & Fences • Other Building Counter Activity On-site Inspection Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ Projected from figures based on first nine months of fiscal year 2002-2003, the Building Safety Division accomplished the following: • Reviewed 497 building plans and permit applications. • 4,758 commercial and residential building inspections. • Provided technical assistance in the construction of the library, museum and community center project. • Maintained an automated building permit system to better enhance customer service and reduce paper work. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • Provide staff educational opportunities to best serve the community with the highest level of expertise in the building safety field. Provide highly trained and qualified team of plan examiners, building inspectors and building permit technicians. Provide the division with the latest electronic information storage and retrieval system. Reduce the massive storage facilities presently utilized by the division. Present the highest professional service and image to our customers. Maintain high workplace safety standards in the field and in the office. Provide staff with the most up-to-date UBC books and technical manuals. Fiscal Year 2003-2004 Budget - 108 - Town of Fountain Hills Summary Expenditures - Building Safety FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget SALARIES & BENEFITS $477,978 $413,646 $454,600 $361,665 $553,100 CONTRACTUAL SERVICES $106,313 $85,674 $25,000 $10,000 $15,000 $5,649 $4,075 $2,500 $2,500 $2,500 SUPPLIES & SERVICES $38,492 $20,721 $19,600 $15,050 $17,300 CAPITAL EXPENDITURES $21,586 $0 $0 $0 $0 $650,018 $524,116 $501,700 $389,215 $587,900 REPAIRS & MAINTENANCE TOTAL EXPENDITURES Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Building Safety Chief Building Official Plans Examiner Building Inspector Building Permit Technician Senior Building Inspector Building Safety Clerk Code Enforcement Officer Administrative Assistant 1.00 1.00 2.00 2.00 2.00 1.00 0 0 1.00 2.00 1.00 2.00 2.00 1.00 0 0 1.00 2.00 1.00 2.00 2.00 0 0 0 1.00 2.00 2.00 2.00 0 0 3.00 1.00 Authorized FTE 9.00 9.00 8.00 11.00 Fiscal Year 2003-2004 Budget - 109 - Town of Fountain Hills Salaries and Benefits $553,100 Three code compliance officers will be added this fiscal year. Contractual Services $15,000 The level of commercial activity in Fountain Hills is not sufficient to justify a commercial plans examiner. When commercial building plans are submitted for review, or when the residential plan check or inspection load exceeds the division’s ability to maintain its turn-around goals, outside consulting firms are utilized. The Town currently has a contract with GP Engineering. An estimated $15,000 for this service is budgeted based on prior experience. Repairs and Maintenance $2,500 This item includes regular service and repair and maintenance for the three division vehicles. Supplies and Services $17,300 Funds are included for advertising, signage, conferences, education and training, dues and publications, gas and oil, office supplies, printing, communication expenses, travel and uniforms. Fiscal Year 2003-2004 Budget - 110 - Town of Fountain Hills BUILDING SAFETY FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 394,441 5,993 638 26,615 553 4,367 958 2,007 40,396 2,012 334,965 4,391 615 29,000 370 3,898 699 2,325 36,066 1,319 352,000 5,100 300 46,800 500 5,300 1,000 3,300 38,700 1,600 285,000 4,200 600 31,500 365 4,450 300 2,500 31,500 1,250 425,400 6,200 500 57,900 600 7,200 0 6,500 46,800 2,000 $477,978 $413,646 $454,600 $361,665 $553,100 106,313 85,674 25,000 10,000 15,000 $106,313 $85,674 $25,000 $10,000 $15,000 5,649 0 4,075 0 2,500 0 2,500 0 2,500 $5,649 $4,075 $2,500 $2,500 $2,500 556 2,702 4,204 1,993 6,394 7,567 133 3,530 6,462 3,020 1,932 0 1,672 2,027 300 1,400 4,538 4,131 249 1,149 3,714 1,031 508 4 1,000 0 1,000 2,000 4,000 4,000 500 1,000 4,500 500 1,000 100 1,000 0 1,000 2,000 2,500 2,000 500 1,000 3,300 300 1,400 50 1,000 500 2,500 1,500 4,000 1,500 300 1,000 3,300 300 1,400 0 TOTAL CAPITAL EXPENDITURES $38,492 $20,721 $19,600 $15,050 $17,300 Capital Outlay - Vehicles Capital Outlay - Improvements 17,517 4,069 0 0 0 0 0 0 0 0 $21,586 $0 $0 $0 $0 $650,018 $524,116 $501,700 $389,215 $587,900 TOTAL CONTRACT SERVICES Professional Fees TOTAL REPAIRS & MAINTENANCE: Vehicle Maintenance Equipment Maintenance TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Gas & Oil Office Supplies Tools, Shop Supplies Printing Communications Expense Travel Uniforms Bank Charges TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 111 - Town of Fountain Hills This page intentionally left blank. Fiscal Year 2003-2004 Budget - 112 - Town of Fountain Hills Planning Division Mission Statement ▬▬▬▬▬▬ The Planning Division of the Public Works Department is dedicated to enhancing the quality of life in Fountain Hills through innovative planning techniques and to providing customer service in a professional and timely manner. Division Description ▬▬▬▬▬▬ The Planning Division processes applications for general plan amendments, area specific plans, special use permits, rezonings, subdivisions, variances, and other land use matters. The division provides staff support to the Town Council, the Planning and Zoning Commission, the Board of Adjustment, and the McDowell Mountain Preservation Commission. Other service areas are census, on-site inspections, and code enforcement. The Planning Division represents the Town at intergovernmental meetings and at Maricopa Association of Governments functions, boards, special interest, and neighborhood groups. Performance Standards ▬▬▬▬▬▬ • • • • • • • • • • • • Perform first review plan checks within 15 working days and subsequent plan reviews in 710 working days. Identify all plan review concerns in the first check. Provide a customer friendly environment for citizens to access the services of the department and process the needed applications. Provide thorough subdivision technical review comments at the subdivision technical review committee meetings. Provide clear direction and suggestions to applicants at concept plan review and preapplication meetings. Provide clear and objective staff recommendations to the Planning and Zoning Commission, Town Council and the appropriate advisory commissions. Respond to all citizen inquiries within the same working day. Treat all people with the utmost respect. Keep the Council and appropriate commissions informed of new Supreme Court rulings concerning land use matters. Provide educational opportunities to all Council members, commissioners and staff on pertinent and evolving land use matters. Identify and correct any and all land use ordinance conflicts. Assure that the Council approved ordinances are upheld within the Town. Fiscal Year 2003-2004 Budget - 113 - Town of Fountain Hills Management Indicators ▬▬▬▬▬▬ 2001-2002 Actual 2002-2003 Estimated 2003-2004 Projected 13 5 7 11 23 2 0 7 17 0 1 7 1 1 0 14 5 4 22 15 4 0 4 16 1 1 5 3 1 1 14 5 6 15 15 6 0 6 15 2 1 8 2 1 1 Cases Processed Special Use Permits Temporary Use Permits Cut/Fill Waivers Subdivisions w/improvements Replats Administrative Use Permits Variances Comprehensive Sign Plans Concept Plans HPE Abandonments Plan of Development Zoning Text Amendments Re-zoning General Plan Amendments Annexations Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ In the first ten months of fiscal year 2002-2003, the Planning Division accomplished the following: • Processed requests for subdivisions applied for in the prior fiscal year, including Crestview Condos (64 units), Desert Vista Place Condos (21 units), Colony Wash Vistas Condos (20 units), Town Center Crossing Condos (36 units), Lakeside Villas (12 units), Cornerstone II Condos (15 units), Firerock Country Club Parcel C (115 units), Lakeside Villas Condos (12 units), La Montana Crossing Condos (15 units) and LaStrada (60 units) • Received requests for Adero Canyon, Eagles Nest, Sierra Madre, and Palatial Estates Final Plats, totaling 442 new single-family lots. • Received Preliminary Plat requests for Town Center III Condos (145 units) and Fountain Peak Condos (42 units). • Received five requests for development agreements with the Town. • Received and/or processed 37 subdivision requests, 14 special use requests, five (5) temporary use requests, four (4) cut and fill waivers, four (4) comprehensive sign plans, 16 concept site plans, five (5) zoning ordinance text amendments, and one (1) general plan amendment. • Provided landscape and site improvement final inspections for Eagle Mountain Village Market Place, Four Peaks Plaza Phase I, Diamante Del Lago On year warranty inspection, and Firerock Country Club Phase II. • Received approximately 126 zoning complaints. • Reviewed and processed approximately 540 building permits. • Prepared a request for proposal for downtown improvements. • Prepared a comprehensive revision to the Town’s sign code, Chapter 6 of the Zoning Ordinance. • Prepared the 2002 General Plan update, which was adopted in October 2002. Fiscal Year 2003-2004 Budget - 114 - Town of Fountain Hills • Processed and received approval for the Copperwynd Resort and Fountain Hills Resort expansion projects. Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • • • Continue the final parcel plat review for the proposed Eagles Nest and Adero Canyon subdivision applications. Review and select a proposal for downtown public improvements and begin implementation of the proposal if approved by Town Council. Continue to process existing multi-family development proposals, the Town Center development proposals and other commercial and industrial plans. Develop policies and procedures for the sign permit application process. Prepare a comprehensive update to the existing lighting code. Provide staff educational opportunities to best serve the community with the highest level of expertise in the community development field. Organize and implement an effective policy to provide proactive code enforcement. Identify attractive sites and develop the implementing ordinances to encourage greater hospitality industry development. Provide staff educational opportunities to best serve the community with the highest level of expertise in the community development field. Summary Expenditures - Planning Division SALARIES & BENEFITS CONTRACTUAL SERVICES REPAIRS & MAINTENANCE SUPPLIES & SERVICES CAPITAL EXPENDITURES TOTAL EXPENDITURES FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget $227,899 $283,271 $376,010 $278,725 $227,950 $63,910 $0 $5,000 $1,000 $2,500 $727 $296 $500 $500 $500 $39,131 $40,570 $28,000 $21,225 $21,050 $6,025 $23,445 $0 $0 $0 $337,693 $347,581 $409,510 $301,450 $252,000 Fiscal Year 2003-2004 Budget - 115 - Town of Fountain Hills Authorized Personnel Position-Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Planning Director Planning Supervisor Senior Planner Planner Executive Assistant Administrative Assistant Economic/Downtown Devlpmt Coord. 1.00 0 1.00 1.00 1.00 0 0 1.00 0 2.00 1.00 1.00 .50 0 1.00 0 2.00 1.00 1.00 1.00 0 0 1.00 1.00 1.00 0 1.00 1.00* Authorized FTE 4.00 5.50 6.00 5.00 *25% budgeted from General Fund, 75% budgeted from Downtown Development Excise Tax. Salaries and Benefits $227,950 At beginning fiscal year, there are four full-time positions in the Planning Division. The addition of a planning supervisor and an economic/downtown development coordinator is anticipated. The function of the planning supervisor is to assist the public works director with day-to-day operations and help handle caseloads for the planners. Other responsibilities would involve program goals, preparing the division budget, negotiating and implementing development agreements and attending all Planning and Zoning Commission and MAG meetings. The purpose of an economic/downtown development coordinator is to provide special planning and research projects, analyze the needs of the downtown business community, institute an economic development business retention and attraction program, monitor the implementation of longrange financial and capital improvements, and assist the public works director and planning supervisor with the goals of the Town Council. Contract Services $2,500 These contracts provide disciplines and special expertise that are not available among the Town’s regular staff; provide technical manpower for major projects; and can provide a reserve of technical manpower during overflow time periods. Repairs and Maintenance $500 This includes regular service and maintenance for the division’s vehicle. Supplies and Services $21,050 Funds are included for advertising, signage, conferences, education and training, dues and publications, gas and oil, office supplies, printing, communication expenses, travel and uniforms. Fiscal Year 2003-2004 Budget - 116 - Town of Fountain Hills PLANNING & ZONING FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 189,229 2,686 259 11,162 233 1,831 467 261 20,815 956 234,839 4,358 347 16,621 202 2,078 457 423 23,122 824 288,600 4,230 300 43,600 360 4,310 860 710 31,740 1,300 220,000 3,200 500 26,100 275 2,950 250 450 24,200 800 181,700 2,660 200 19,560 240 2,230 0 500 19,990 870 $227,899 $283,271 $376,010 $278,725 $227,950 Professional Fees $63,910 $0 5,000 1,000 2,500 TOTAL $63,910 $0 $5,000 $1,000 $2,500 727 296 500 500 500 $727 $296 $500 $500 $500 14,374 6,273 1,388 4,352 313 5,925 3,929 629 1,804 85 59 11,067 8,615 1,953 3,146 862 7,335 5,886 802 569 160 174 9,000 0 1,000 4,000 1,800 5,000 6,000 500 500 100 100 9,000 0 1,000 3,000 1,000 3,000 3,200 500 300 125 100 9,000 500 1,000 3,000 1,000 2,500 3,000 500 300 250 0 $39,131 $40,570 $28,000 $21,225 $21,050 0 6,025 23,445 0 0 0 0 0 0 0 $6,025 $23,445 $0 $0 $0 $337,693 $347,581 $409,510 $301,450 $252,000 TOTAL REPAIRS & MAINTENANCE: Vehicle Repairs & Maintenance TOTAL SUPPLIES & SERVICES: Advertising/Signage Conferences Education/Training Dues & Publications Gas & Oil Office Supplies Printing Communication Travel Uniforms Bank Charges TOTAL CAPITAL EXPENDITURES Capital Expenditures - Vehicles Capital Expenditures - Improvements TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES Fiscal Year 2003-2004 Budget - 117 - Town of Fountain Hills STREET FUND SUMMARY FY 2000-2001 Actual REVENUE: Highway User LTAF Interest Charges for Svcs/In Lieu Pmts Misc. Income Transfer from General Fund Transfer from Development Fees Transfer from Cottonwoods ID TOTAL CURRENT REVENUE EXPENDITURES: Salaries and Benefits Contractual Services Repairs and Maintenance Supplies and Services Capital Outlay Debt Retirement TOTAL CURRENT EXPENDITURES EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 1,061,521 109,942 7,749 93,986 0 1,034,234 1,254,816 114,861 7,648 37,422 0 588,079 0 0 1,310,000 110,000 2,000 20,000 0 0 245,800 3,200 1,300,000 113,000 0 35,000 7,500 0 0 0 1,401,400 115,000 500 6,000 1,000 0 0 0 $2,307,432 $2,002,827 $1,691,000 $1,455,500 $1,523,900 592,888 17,552 1,342,910 168,052 63,686 113,340 628,585 16,450 1,018,005 176,845 37,906 134,041 638,347 31,300 684,600 194,200 15,000 126,000 624,699 7,500 445,850 182,400 3,000 126,000 612,425 17,500 571,075 194,900 5,000 123,000 $2,298,427 $2,011,832 $1,689,447 $1,389,449 $1,523,900 1,553 66,051 $0 $0 $66,051 $1,553 $66,051 $66,051 9,005 $0 (9,005) $9,005 $9,005 ($0) Fiscal Year 2003-2004 Budget - 118 - (0) Town of Fountain Hills Highway User Revenue Funds Percent Restrictions Fiscal Year There is a State constitutional restriction on the use of these funds which requires that these funds be used solely for street and highway purposes. Payment of principal and interest on highway and street bonds are an approved use. 1990-91 $522,100 1991-92 1992-93 1993-94 1994-95 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 $651,082 $672,957 $723,375 $758,980 $818,458 $1,017,600 $996,805 $1,082,173 $1,136,051 $1,171,463 24.7% 3.4% 7.5% 4.9% 7.8% 24.3% -2.0% 8.6% 5.0% 3.1% 2001-02 2002-03 (est.) 2003-04 (est.) $1,369,677 $1,413,000 $1,516,400 16.9% 3.2% 7.3% Accounts: 3040, 3050 Amount Change Assumptions Cities and towns receive 27.5% of gasoline tax and transportation related fees collected by the state based on population and county of origin of gasoline sales. The increases in HURF allocations in FY 1997 and 2002 were the result of the 1995 and 2000 census population growth. The estimate for FY 2003-2004 is provided by the League of Arizona Cities and Towns. Absent further unforeseen legislative changes the League estimates that the HURF revenue to cities and towns is up approximately 6.62% over last year's estimate. The Local Transportation Assistance Fund (LTAF) is distributed to cities and towns based on population as a percentage of all incorporated cities and towns. Major Influences: Gasoline sales, Population, Economy and State Policy HIGHWAY USER REVENUES Last Ten Fiscal Years $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 1994-95 1995-96 1996-97 1997-98 1998-9 9 1999-00 2000-01 2001-02 2002-03 2003-04 (est.) (est.) Fiscal Year 2003-2004 Budget - 119 - Town of Fountain Hills Street Division Mission Statement ▬▬▬▬▬▬ The Street Division of the Public Works Department is dedicated to quality customer service by operating, preserving and maintaining Town-owned roadways and traffic control systems safely and efficiently. Division Description ▬▬▬▬▬▬ The HURF (Highway User Revenue Fund) pays for Street Division personnel and contract work for street repairs, operations, maintenance and improvements. Major Street Division staff tasks include crack sealing, asphalt patching, signing, striping, traffic signals, brush removal, house number painting and street sweeping. The division provides vehicle maintenance services for the entire town fleet, and traffic barricading for town-approved and sponsored special events. Contracted tasks include construction and renovation of streets, sidewalks, drainage facilities and traffic signals. Contracted major street maintenance items include concrete curb replacement, asphalt reconstruction, asphalt overlays, slurry seal and emulsion seal. Performance Standards ▬▬▬▬▬▬ • • • • • • Gutter sweep all streets quarterly (at a minimum), with full width sweeping annually. Gutter sweep all arterial streets and commercial area collector streets monthly. Sweeping has been reduced to three days per week due to financial constraints. Respond to citizen inquiries within one working day, whenever possible. Schedule requested street maintenance in a reasonable time frame, consistent with maintaining a high level of productivity. Minimize disruption to the motoring public due to maintenance and construction work. Patch asphalt at concrete curb placement areas on an as-needed basis. Minimize vehicle maintenance “down-time”. Management Indicators ▬▬▬▬▬▬ Slurry Seal (includes Microsurfacing) Emulsion Seal Applications Striping Applied 2002-2003 Estimated 2002-2003 Actual 2003-2004 Projected 19 miles 0 miles 95 miles 6.8 miles 0 miles 25 miles 20 miles 11 miles 35 miles Fiscal Year 2003-2004 Budget - 120 - Town of Fountain Hills Fiscal Year 2002-2003 Accomplishments ▬▬▬▬▬▬ Major projects and accomplishments included: • Barricading and street closures for all special events (1,200 man-hours total for 8 special events). • Crack sealing in the west central quadrant of Town (2 miles of streets). • Street patching in miscellaneous areas - 77 tons of asphalt. • Gutter sweeping all roadways - 10 times. • Gutter sweeping all arterial roadways - 12 times. • Performing major storm cleanup on an as-needed basis. • Assisted other town departments (over 1,200 man-hours). • Graded 39 miles of shoulder. • Installed over 800 signs. • Removed 67 tons of brush and debris. • Performed 15 computerized traffic counts. • Applied 25 miles of roadway striping, 3,000 feet of crosswalk and stop bars, and 2,000 reflective pavement markers. • Slurry sealed 6.8 miles of street. • Installed new guardrails in northeast area, along the north boundary, to minimize motorized vehicles in washes and open space areas. • Vehicle and equipment maintenance: • 317 scheduled service repairs and routine maintenance • 278 unscheduled repairs Fiscal Year 2003-2004 Objectives ▬▬▬▬▬▬ • • • • • • • Continue visibility and reflectivity sign checks. Crack seal in the west central area of Town. Complete all construction and major maintenance projects budgeted. Perform a town-wide evaluation of all streets relative to asphalt conditions. Create a street maintenance program for addressing short and long-range goals. Develop a cross-training program for traffic signal maintenance and school flasher maintenance. Track and minimize vehicle maintenance down time. Fiscal Year 2003-2004 Budget - 121 - Town of Fountain Hills Summary Expenditures – Streets FY 2000-2001 Actual SALARIES & BENEFITS FY 2001-2002 FY 2002-2003 Actual Budget FY 2002-2003 Estimate FY 2003-2004 Budget $592,888 $628,585 $638,347 $624,699 $17,552 $16,450 $31,300 $7,500 $1,342,910 $1,018,005 $684,600 $445,850 $571,075 SUPPLIES & SERVICES $168,052 $176,845 $194,200 $182,400 $194,900 CAPITAL EXPENDITURES $177,026 $171,947 $141,000 $129,000 $128,000 $2,298,427 $2,011,832 $1,689,447 $1,389,449 $1,523,900 CONTRACTUAL SERVICES REPAIRS & MAINTENANCE TOTAL EXPENDITURES $612,425 $17,500 Authorized Personnel Position-Title Street Division Superintendent of Streets Supervisor/Maintenance Fleet Master Mechanic Fleet Equipment Mechanic Maintenance Equipment Operator Authorized FTE 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE 1.00 1.00 1.00 1.00 9.00 2.00 1.00 1.00 1.00 1.00 9.00 2.00 1.00 0 1.00 1.00 9.00 2.00 1.00 1.00 1.00 1.00 7.00 2.00 15.00 15.00 14.00 13.00 Salaries and Benefits $612,425 The Street Division currently has 13 full-time regular employees including two mechanics and the street superintendent. The division is not anticipating hiring any new employees for this fiscal year, nor replacing positions through attrition. Contract Services $17,500 Accounting (auditor) and town attorney legal fees are annually prorated to the Street Fund. LTAF special programs are budgeted at 10% of the estimated LTAF revenue. These funds are used for non-street “grants”. The Council has traditionally awarded these funds based on the recommendations of a special citizens’ review committee in the spring. Repairs and Maintenance $571,075 Major road improvements in fiscal year 2002-2003 were reduced by 41% of the previously budged amounts, due to other major town priorities. The previous work levels should be restored, as our streets are not getting younger, to prevent deterioration in pavement quality, traffic safety and town liability. These funds will be used on contract maintenance and construction projects included in each division. Fiscal Year 2003-2004 Budget - 122 - Town of Fountain Hills $30,000 has been budgeted under vehicle repairs and maintenance for five vehicles ($5,000), two sweepers and a striper ($14,000), five major pieces of equipment ($10,000), such as a backhoe and $1,000 for miscellaneous equipment. $128,600 has been budgeted under road repair/maintenance for the following: Adopt-a-Street $2,500; curb painting $1,000; replace street signs $9,300; directional signs $4,000; 200 stop signs $6,000; 200 street cones $2,000; vertical barricades $2,500; 8 foot barricades $1,200; Phoenix Highway services contract for traffic signals $52,500; striping materials $18,600; crack seal materials $15,000; paving materials $7,000; dump fees $6,000; and miscellaneous materials $1,000. Under the major road improvements line item $407,475 has been budgeted for slurry seal ($246,975), which will be applied primarily in the west central area of Town. This amount will serve as a “catch-up” to our normal seven-year cycle. Microsurfacing ($75,000) is planned for three locations; Palisades Boulevard (Westby Drive to Saguaro Boulevard), Fountain Hills Boulevard (Saguaro Boulevard to the north boundary), and Pepperwood Circle. Plastic emulsion seal ($46,000) is planned for SunRidge Canyon. Note: This excludes gated areas. SunRidge Drive and Desert Canyon are also excluded since these streets were sealed in 2001. Striping (thermoplastic) contract of $20,000 will be applied to all of Fountain Hills Boulevard. Concrete curb repairs, handicap ramps, and aprons will be budgeted at $20,000, and traffic calming, as needed, at $2,000. Supplies and Services $194,900 This includes advertising, education and training, dues and publications, fuel costs, liability insurance, office supplies and printing, tool and shop supplies, communication expenses, water and sewer, travel expenses and uniforms for the Street division employees. Liability insurance alone is $117,000. This item also includes electricity and lighting for the street yard, office trailer, maintenance building and eleven traffic signals ($25,000). Capital Expenditures $128,000 Equipment includes items recommended by OSHA, as a wheel changer machine for $3,500 and hydraulic lift upgrade for $1,500. A transfer in the amount of $123,000 is budgeted for the annual debt payment on the HURF Bonds. Fiscal Year 2003-2004 Budget - 123 - Town of Fountain Hills STREET DIVISION FY 2000-2001 Actual SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Disability Insurance TOTAL CONTRACT SERVICES Accounting Fees Legal Fees LTAF Special Programs TOTAL REPAIRS & MAINTENANCE: Vehicle/Equipment Rep/Maint. Equipment Rental Road Repair/Maintenance Building Repairs/Maint. Office Equipment Rep/Maint. Major Road Improvements TOTAL SUPPLIES & SERVICES: Advertising Conferences Education/Training Dues & Publications Electricity Gas & Oil Liability Insurance Office Supplies Tools, Shop Supplies Printing Rent Expense Communication Expense Water/Sewer Travel Uniforms TOTAL CAPITAL EXPENDITURES Capital Equipment - Vehicles Capital Outlay - Equipment Capital Outlay - Communications Capital Outlay - Improvements Debt Retirement TOTAL CAPITAL EXPENDITURES TOTAL EXPENDITURES FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 469,864 6,707 821 39,280 874 5,700 1,501 13,756 51,911 2,473 482,087 6,745 660 56,003 698 6,882 1,432 19,677 52,584 1,817 467,691 6,840 696 73,450 840 7,610 1,780 25,889 51,446 2,105 470,000 6,850 700 59,000 750 7,300 710 25,889 51,500 2,000 460,176 6,910 646 54,768 780 6,542 0 28,627 51,719 2,257 $592,888 $628,585 $638,347 $624,699 $612,425 0 6,552 11,000 2,750 7,200 6,500 3,500 8,000 19,800 3,500 4,000 0 3,500 4,000 10,000 $17,552 $16,450 $31,300 $7,500 $17,500 54,016 575 199,661 6,167 623 1,081,867 40,828 0 115,312 8,433 0 853,433 39,000 0 125,000 5,000 1,000 514,600 27,000 0 115,000 1,750 500 301,600 30,000 500 128,600 4,000 500 407,475 $1,342,910 $1,018,005 $684,600 $445,850 $571,075 1,542 0 3,732 7,195 15,866 18,382 82,736 2,763 13,363 7 3,682 4,259 5,360 203 8,963 749 0 1,602 4,616 22,511 17,394 91,864 1,997 8,160 41 3,168 10,868 5,059 79 8,736 100 0 1,300 4,600 30,000 15,000 110,000 2,000 9,000 100 0 6,000 6,000 100 10,000 100 0 1,300 4,600 22,000 15,000 110,000 2,000 6,000 100 0 7,000 5,200 100 9,000 100 0 1,300 4,600 25,000 17,000 117,000 2,000 5,000 300 0 7,500 6,000 100 9,000 $168,052 $176,845 $194,200 $182,400 $194,900 0 63,686 0 0 113,340 18,269 19,638 0 0 134,041 0 15,000 0 0 126,000 0 3,000 0 0 126,000 0 5,000 0 0 123,000 $177,026 $171,947 $141,000 $129,000 $128,000 $2,298,427 $2,011,832 $1,689,447 $1,389,449 $1,523,900 Fiscal Year 2003-2004 Budget - 124 - Town of Fountain Hills Special Revenue Fund – Grants SPECIAL REVENUE FUND - GRANTS FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUE: Land and Water Conservation (LWCF) FEMA - Firefighting Equipment Undesignated Grant Revenue $0 $0 $0 $0 $0 $0 $0 $51,551 $0 $0 $51,551 $0 $160,000 $21,600 $680,000 TOTAL CURRENT REVENUE $0 $0 $51,551 $51,551 $861,600 Fountain Park Phase II FEMA - Firefighting Equipment Undesignated Grant Expenditure $0 $0 $0 $0 $0 $0 $0 $83,000 $750,000 $0 $51,551 $0 $320,000 $24,150 $680,000 Transfer from General Fund $0 $0 $0 $0 $0 $833,000 $51,551 $861,600 0 0 (781,449) 0 0 Fund Balance Beginning of Year $0 $0 $0 $0 Ending Fund Balance $0 $0 $0 $0 TOTAL EXPENDITURES & TRANSFERS EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES $0 ($781,449) ($162,550) Special Revenue Fund - FF&E SPECIAL REVENUE FUND - FF&E FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUE: Contributions $0 $174,000 $0 $117,000 $0 TOTAL CURRENT REVENUE $0 $174,000 $0 $117,000 $0 Contract Services Repairs & Maintenance Supplies & Services Capital Expenditures $0 $0 $0 $0 $0 $0 $0 $51,706 $0 $10,000 $45,000 $65,000 $0 $14,000 $13,000 $25,000 $0 $15,000 $12,294 $160,000 TOTAL EXPENDITURES $0 $51,706 $120,000 $52,000 $187,294 EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES 0 122,294 (120,000) 65,000 (187,294) Fund Balance Beginning of Year $0 $0 $120,000 $122,294 $187,294 Ending Fund Balance $0 $122,294 $0 $187,294 $0 Fiscal Year 2003-2004 Budget - 125 - Town of Fountain Hills Excise Tax – Special Revenue – Land Preservation EXCISE TAX SPECIAL REVENUE Land Preservation FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: Local Sales Tax (.3%) $635,243 $804,959 $806,250 $806,250 $880,813 TOTAL REVENUES $635,243 $804,959 $806,250 $806,250 $880,813 Preservation Bond Payment Sales Tax Rebate $0 $0 $520,315 $0 $605,000 $0 $605,000 $22,750 $605,000 $34,610 TOTAL EXPENDITURES $0 $520,315 $605,000 $627,750 $639,610 $635,243 $284,644 $201,250 $178,500 $241,203 $0 $635,243 $920,945 $919,887 $1,098,387 $635,243 $919,887 $1,122,195 $1,098,387 $1,339,590 EXPENDITURES: EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance Fiscal Year 2003-2004 Budget - 126 - Town of Fountain Hills Excise Tax – Special Revenue – Downtown Development EXCISE TAX SPECIAL REVENUE Downtown Development REVENUES: Downtown Development FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget 211,748 271,065 268,750 268,750 293,600 $211,748 $271,065 $268,750 $268,750 $293,600 EXPENDITURES: SALARIES & BENEFITS: Wages FICA Unemployment Insurance Employee's Health Insurance Employee's Life Insurance Employee's Dental Insurance Employee's Eye Insurance Worker's Compensation Insurance Employee's Retirement Fund Recruitment Costs Disability Insurance 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 37,500 550 50 7,824 60 946 0 120 4,125 0 180 TOTAL SALARIES/BENEFITS $0 $0 $0 $0 $51,355 0 0 0 0 TOTAL REVENUES CONTRACT SERVICES Engineering Fees Sales Tax Rebate Downtown Development Expenditures 0 0 25,000 7,600 0 11,600 0 0 50,000 0 175,000 $0 $50,000 $175,000 $7,600 $36,600 SUPPLIES & SERVICES Conferences Education/Training 0 0 0 0 $0 $0 $0 $0 $2,500 $3,000 TOTAL 0 0 0 0 $5,500 CAPITAL EXPENDITURES Capital Outlay-Ave Fountains Construction 0 0 0 0 225,000 TOTAL CAPITAL EXPENDITURES 0 0 0 0 225,000 $0 $50,000 $175,000 $7,600 $318,455 $211,748 $221,065 $93,750 $261,150 ($24,855) $0 $211,748 $431,755 $432,813 $693,963 $211,748 $432,813 $525,505 $693,963 $669,108 TOTAL CONTRACT SERVICES TOTAL EXPENDITURES EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance Fiscal Year 2003-2004 Budget - 127 - Town of Fountain Hills Debt Retirement The Debt Service Fund provides for the payment of interest, principal and related costs on General Obligation (GO) Bonds, Highway User Revenue Fund bonds and Municipal Property Corporation (MPC) Revenue bonds. There are three General Obligation bond issues that have been voterapproved. The first GO bond issue was used to pave the roads that were unfinished at the time of incorporation. Two other GO bond issues were used for land preservation and the latest was used to construct the Fountain Hills Library/Museum. Total general obligation bond principal and interest payments are $1,540,000 and will be paid through a levy of Town property. The HURF Bond principal and interest payment is $124,000 for fiscal year 2003-2004 and will be paid from HURF revenues received during the year. The Cottonwoods Improvement District and Eagle Mountain CFD debt payments are levied on the property owners within those districts. These obligations are paid by the Fountain Hills property owners using secondary property taxes, less any credits, carry-forward and/or interest earnings. The annual Municipal Property Corporation debt service for the Community Center will be paid with residual proceeds from the PG&E refund. The annual land preservation MPC debt service is included as an expenditure in the Excise Sales Tax – Land Preservation Fund. Below is the schedule of debt service payments required for fiscal year 2003-2004. ISSUE PRINCIPAL INTEREST TOTAL Street Paving - GO Lakeside - GO Mountain Preserve - GO Library/Museum - GO $255,000 $75,000 $225,000 $200,000 $105,000 $58,000 $280,000 $172,000 $360,000 $133,000 $505,000 $372,000 Street Paving - HURF Revenue Cottonwoods ID Community Center/MPC Land Preservation MPC Eagle Mountain CFD $90,000 $3,228 $150,000 $275,000 $150,000 $33,000 $1,000 $230,000 $325,000 $310,500 $123,000 $4,228 $380,000 $600,000 $460,500 The annual property tax levy is based on the total amount required for the payment (with adjustments for carry-forward, delinquencies, etc.) divided by the total assessed valuation for the Town of Fountain Hills. The Town’s secondary assessed property valuation is $323,385,230 for the upcoming year and the estimated levy is $0.4716 per $100 of assessed value. Fiscal Year 2003-2004 Budget - 128 - Town of Fountain Hills Debt Retirement – HURF/GO Bonds DEBT RETIREMENT - HURF/GO BONDS FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUE: Property Tax Revenue: General Obligation Bonds 697,684 1,341,025 1,250,000 1,290,000 1,540,000 Other Debt Retirement Issues: HURF Street Paving Transfers Cottonwoods Improvement District Community Center MPC Interest Earnings 112,800 7,958 394,600 135,861 4,520 407,634 953 126,000 4,500 380,000 2,650 126,000 4,500 380,000 0 124,000 4,500 375,500 1,000 $1,213,042 $1,889,993 $1,763,150 $1,800,500 $2,045,000 EXPENDITURES: General Obligation Bonds: Bond Payment - GO Bond Payment - Lakeside Bond Payment - Library/Museum Bond Payment - Mtn Preserve GO 351,573 156,875 380,602 0 338,220 142,000 397,075 402,000 354,000 137,500 385,000 513,500 354,000 137,500 385,000 513,500 360,000 133,000 372,000 505,000 Special Districts/MPC Debt Service: Bond Payment - HURF Bond Payment - Cottonwoods Impr. Dist. Bond Payment - MPC Comm Center 113,223 4,667 394,600 135,861 3,821 392,000 126,000 4,500 380,000 126,000 4,500 380,000 124,000 4,500 375,500 $1,401,540 $1,810,977 $1,900,500 $1,900,500 $1,874,000 TOTAL REVENUES TOTAL EXPENDITURES EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance (188,498) 79,016 (137,350) (100,000) 171,000 74,641 (113,857) 238,600 (34,841) (134,841) (113,857) (34,841) 101,250 (134,841) 36,159 Fiscal Year 2003-2004 Budget - 129 - Town of Fountain Hills Computation of Legal Debt Martin – Fiscal Year 2003-2004 The Arizona Constitution provides that the general obligation bonded indebtedness for a municipality for general municipal purposes may not exceed six percent (6%) of the secondary assessed valuation of the taxable property in that city or town. In addition to the six percent limitation for general municipal purpose bonds, municipalities may issue general obligation bonds up to an additional twenty percent (20%) of the secondary assessed valuation for supplying water, artificial light, or sewers, and for the acquisition and development of land for open space preserves, parks, playgrounds and recreational facilities Water, Light, Sewer, Open Space and Park Bonds General Municipal Purpose Bonds Net Assessed Value $323,385,230 $323,385,230 6% Limitation $19,403,114 20% Limitation Less Bonds Outstanding ($5,625,000) ($6,975,000) Unused Borrowing Capacity $13,778,114 $57,702,046 Fiscal Year 2003-2004 Budget - 130 - $64,677,046 Town of Fountain Hills Schedule of Outstanding Debt (As of June 30, 2003) Bond Type Purpose of Issue Date of Bond Issue Interest Rate Date of Maturity Original Principal Amount Principal Amount Retired Amount Refunded Outstanding Principal GO GO GO GO GO Street Paving Refunding Library/Museum Land Acq-Lake Mtn. Preserve 5/1/1991 11/1/1995 6/1/2000 8/1/1999 12/1/2001 7.00 5.30 5.50 5.10 4.90 7/1/2010 7/1/2010 7/1/2014 7/1/2014 7/1/2020 $3,530,000 $2,455,000 $3,700,000 $1,400,000 $6,000,000 $1,075,000 $180,000 $350,000 $200,000 $225,000 $2,455,000 $0 $0 $0 $0 $0 $2,275,000 $3,350,000 $1,200,000 $5,775,000 Rev Rev Rev Rev Street Paving Refunding Comm. Center Mtn. Preserve 5/1/1991 8/1/1998 7/1/2000 12/1/2001 7.50 4.63 5.40 4.70 7/1/2010 7/1/2010 7/1/2020 7/1/2021 $1,200,000 $1,075,000 $4,680,000 $7,750,000 $200,000 $265,000 $300,000 $275,000 $1,000,000 $0 $0 $0 $0 $810,000 $4,380,000 $7,475,000 SA SA SA Eagle Mtn-A Eagle Mtn-B Improvmnts 6/1/1996 6/1/1996 6/16/1999 6.50 7.25 5.25 7/1/2021 7/1/2021 7/1/2009 $4,435,000 $470,000 $32,276 $0 $0 $9,683 $0 $0 $0 $4,435,000 $470,000 $22,593 GO General Obligation Bonds Rev SA Revenue Bonds Special Assessment Bonds Fiscal Year 2003-2004 Budget - 131 - Town of Fountain Hills Eagle Mountain Community Facilities District EAGLE MOUNTAIN COMMUNITY FACILITIES DISTRICT Annual Statement of Estimates of Expenses FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUE: Property Tax Revenue Investment Earnings 339,770 305,470 413,962 301,532 490,000 0 490,000 0 561,500 0 TOTAL REVENUES 645,240 715,494 490,000 490,000 561,500 EXPENDITURES: Debt Service Administrative Fees Trustee Fees 320,231 0 4,000 316,526 0 5,000 453,350 0 5,000 453,350 50,000 5,000 455,500 54,000 5,000 TOTAL EXPENDITURES 324,231 321,526 458,350 508,350 514,500 EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES 321,009 393,968 31,650 (18,350) 47,000 Fund Balance Beginning of Year 325,520 646,529 849,829 1,040,497 1,022,147 Ending Fund Balance 646,529 1,040,497 881,479 1,022,147 1,069,147 Fiscal Year 2003-2004 Budget - 132 - Town of Fountain Hills Development Fees Percent Restrictions Fiscal Year Amount Change There is a State constitutional restriction on the use of these funds which requires that these funds be used solely for infrastructure expansion required by new development. The Development Fund is a restricted fund and may only be appropriated for the particular purpose for which they were imposed. Accounts: 802 - 819 2000-01 $100,329 2001-02 2002-03 2003-04 $690,724 $946,215 $998,975 Assumptions Major Influences: Development DEVELOPMENT FEES Last Four Fiscal Years $13,987 $139,800 $193,030 $160,338 $377,400 $37,740 $198,023 $33,900 $367,790 $176,759 $339,000 $292,650 $13,742 $144,761 $133,175 $84,235 2000-01 2001-02 Law Enforcement Streets $9,600 $8,510 $10,843 $960 2002-03 (est) Parks Open Space Fiscal Year 2003-2004 Budget - 133 - 2003-04 (est) General Government 588.5% 37.0% 5.6% Town of Fountain Hills Development Fee Expenditures In November 2000, the Town Council of Fountain Hills passed Ordinance 00-21 to establish and impose development fees on new residential permits to offset the costs associated with growth. The development fee accounts are restricted and may only be spent for the particular public facility for which they were imposed. Each year during the budget process, the Town of Fountain Hills will identify the projects anticipated to be funded in whole or in part with development fees. For fiscal year 2003-2004, the following schedule is presented for Council consideration and itemizes the proposed development fee expenditures based on available balance in each account as of June 30, 2004. Law Enforcement Balance 6/3/2001 FY 2001-2002 Revenues FY 2001-2002 Expenditures FY 2002-2003 Revenues FY 2002-2003 Expenditures FY 2003-2004 Revenues FY 2003-2004 Expenditures1 FY 2003-2004 Ending Bal. 1 Street Parks Open Space $960 $13,742 $33,900 $37,740 $13,987 $100,329 $10,843 $144,761 $176,759 $198,023 $160,338 $690,724 $0 $0 ($185,500) ($266,454) $5,700 $89,070 $82,350 $599,195 ($50,000) ($57,000) 0 $9,950 $0 $27,453 ($80,954) $0 General Government $199,725 $222,350 $0 $0 $138,175 $347,200 $386,500 $139,900 ($200,000) ($129,670) ($33,500) ($50,000) $178,748 $546,960 $811,113 $111,075 ($7,000) TOTALS $1,021,725 ($413,170) $1,675,349 Fiscal Year 2003-2004 Proposed Projects: Street: Major road improvements: design and install traffic signal at El Lago and Fountain Hills Boulevards. Parks: Design of skate park at Four Peaks Neighborhood Park and one picnic ramada at Fountain Park. Open Space: Trailhead study/design for preservation land. General Government: Review the general fund for proportionate share of costs of municipal office space; these were included in the calculation of the impact fee for general government expenditures and therefore is an appropriate use of development fee funds; potential development fee study. Fiscal Year 2003-2004 Budget - 134 - Town of Fountain Hills Development Fees – Law Enforcement DEVELOPMENT FEES LAW ENFORCEMENT FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: Law Enforcement Development Fees Interest 960 10,809 34 8,160 350 5,600 100 9,600 350 TOTAL REVENUES 960 10,843 8,510 5,700 9,950 0 0 0 0 0 $0 $0 $0 $0 $0 960 10,843 8,510 5,700 9,950 $0 $960 $14,560 $11,803 $17,503 $960 $11,803 $23,070 $17,503 $27,453 EXPENDITURES: Law Enforcement Capital TOTAL EXPENDITURES EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance Development Fees – Parks and Recreation DEVELOPMENT FEES PARKS & RECREATION FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: P & R Department Development Fees Interest 33,900 176,280 479 288,150 4,500 197,750 1,975 339,000 8,200 TOTAL REVENUES 33,900 176,759 292,650 199,725 347,200 0 0 80,954 0 0 0 0 69,670 60,000 0 80,954 0 0 129,670 33,900 95,805 292,650 199,725 217,530 $0 $33,900 $149,050 $129,705 $329,430 $33,900 $129,705 $441,700 $329,430 $546,960 EXPENDITURES: CAPITAL EXPENDITURES Fountain Park (1) Ramada Four Peaks Skate Park TOTAL EXPENDITURES EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance 0 Fiscal Year 2003-2004 Budget - 135 - Town of Fountain Hills Development Fees – Streets DEVELOPMENT FEES STREETS FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: Street Department Development Fees Interest 13,742 144,391 370 80,835 3,400 88,180 890 133,175 5,000 TOTAL REVENUE 13,742 144,761 84,235 89,070 138,175 EXPENDITURES: CAPITAL EXPENDITURES Capital Outlay-El Lago Traffic Signal 0 0 245,835 7,000 200,000 TOTAL EXPENDITURES 0 0 245,835 7,000 200,000 13,742 144,761 (161,600) 82,070 (61,825) $0 $13,742 $179,742 $158,503 $240,573 $13,742 $158,503 $18,142 $240,573 $178,748 EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance Development Fees – Open Space DEVELOPMENT FEES OPEN SPACE FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: Open Space Development Fees Interest 37,740 197,506 517 320,790 47,000 220,150 2,200 377,400 9,100 TOTAL REVENUES 37,740 198,023 367,790 222,350 386,500 EXPENDITURES: CAPITAL EXPENDITURES Capital Outlay-Trailhead Development 0 0 15,000 0 33,500 TOTAL EXPENDITURES 0 0 15,000 0 33,500 37,740 198,023 352,790 222,350 353,000 $0 $37,740 $149,050 $235,763 $458,113 $37,740 $235,763 $501,840 $458,113 $811,113 EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance Fiscal Year 2003-2004 Budget - 136 - Town of Fountain Hills Development Fees – General Government DEVELOPMENT FEES GENERAL GOVERNMENT FY 2000-2001 Actual FY 2001-2002 Actual FY 2002-2003 Budget FY 2002-2003 Estimate FY 2003-2004 Budget REVENUES: General Government Development Fees Interest 13,987 159,942 396 118,830 4,200 81,550 800 139,800 100 TOTAL REVENUE 13,987 160,338 123,030 82,350 139,900 General Fund 0 185,500 137,300 50,000 50,000 CAPITAL EXPENDITURES Capital Outlay 0 0 0 0 0 TOTAL EXPENDITURES 0 185,500 137,300 50,000 50,000 (25,162) (14,270) 32,350 89,900 EXPENDITURES: EXCESS OF REVENUES OVER/ (UNDER) EXPENDITURES Fund Balance Beginning of Year Ending Fund Balance 13,987 $0 $13,987 $13,987 $149,050 ($11,175) $21,175 ($11,175) $134,780 $21,175 $111,075 Fiscal Year 2003-2004 Budget - 137 - Town of Fountain Hills Capital Improvement Goals A capital improvement project is defined as a non-recurring project costing more than $10,000, resulting in the construction, renovation, or acquisition of infrastructure with an expected useful life of many years. The most common examples include land and building purchases, construction of municipal buildings, street improvements, equipment replacement, flood control projects, median improvements and parks. Sources of funding for capital improvement projects include fund revenues and reserves, grants, or other forms of long-term financing recommended to the Council. The Town of Fountain Hills capital improvement goals will become an integral part of the fiveyear blueprint for creating and maintaining the infrastructure and equipment replacement program to maximize the use of “pay-as-you-go” financing. Much of the work involved in the development of the Town’s capital improvement goals involves identifying the priorities for the most urgent capital projects and balancing those projects with available revenue sources. The goals also give residents and businesses a clear and concrete view of the Town’s long-term direction in the area of capital improvements and a better understanding of the Town’s ongoing needs for stable revenue sources to fund large or multi-year capital projects. It should be noted that over the five-year period, the cost of a project and projected completion date could vary from the initial plan. Reasons for this variance include Council priorities, greater or less than anticipated revenue sources, greater than anticipated construction or replacement costs, and unforeseen events. A direct relationship exists between the Town of Fountain Hills’ capital and operating budgets. Capital projects completed generally require additional operating budget resources for upkeep, maintenance, security and other costs associated with additional acreage, mileage or square footage. Additional operating costs resulting from capital projects must be considered in planning future operating budgets. The Town will consider new capital projects only if future operating revenues are sufficient to support future operating costs. A summary of the proposed capital improvement goals for fiscal year 2003-2004 through fiscal year 2007-2008 follows. Fiscal Year 2003-2004 Budget - 138 - Town of Fountain Hills Capital Improvement Goals (FY 2003 – FY 2008) - ($ x 100) A 1 2 3 4 5 B 1 2 3 4 5 6 7 8 9 10 11 12 C 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Project Description MAJOR LANDSCAPE IMPROVEMENTS - MEDIANS Landscape Upgrades (Locations to be determined) Landscape New Medians La Montana Medians @ Community Center Palisades-Fountain Hills Boulevard east to existing median Palisades-Westby to La Montana Palisades-La Montana to Saguaro Upgrade 2 waterfalls on Avenue of the Fountains (1) Upgrade Avenue of the Fountains Electrical (East End) (1) Avenue of the Fountains RFP (1) Dependent upon RFP EQUIPMENT Replace Truck (Open Space) Replace Truck (Engineering Inspector) Replace Truck (All Purpose) Replace Truck (Building Safety 1/2 Ton Pickup (Supervisor) Streets Dump Truck Bucket/lift truck (signal maintenance, tree trimming) Street Sweeper Sign Maintenance Truck Compressor/Trailer New Striper New Grade Tractor PARK IMPROVEMENTS Activity Area with Shaded Tot Lot and Playground - Fountain Park North Sidewalk - Fountain Park Three Small Picnic Ramadas and Associated Amenities - Ftn Park Engineering/design fees or modular components for Skate Park Spray/Water Play Park - Fountain Park Performance Pad - Fountain Park Walking Path - Phase III Fountain Park Engineering/design fees for Phase II Improvements - Four Peaks Park Phase II Construction - Four Peaks Park East Parking Lot - Fountain Park Children's Water Feature - Golden Eagle Park Phase II Design fees - Desert Vista Neighborhood Park Phase II Construction - Desert Vista Neighborhood Park Sprinkler System Reconstruct - Fountain Park Park Signage Educational Arboretum/Signage BMX Track Trail/Connectivity paths Aquatic/Fitness Facility Fiscal Year 2003-2004 Budget - 139 - 03-04 04-05 25 05-06 25 06-07 25 07-08 25 70 40 70 120 30 130 225 35 25 25 25 25 25 100 100 15 40 10 100 100 300 187 209 60 125 184 214 212 1,553 306 10 665 67 665 500 84 58 30 1,000 1,000 Town of Fountain Hills Capital Improvement Goals – continued Project Description D 1 2 3 E 1 2 F 1 2 3 4 5 6 G 1 2 3 4 a. b. c. H 1 a. b. c. d. 2 I 1 2 03-04 FACILITIES Municipal and Senior Center Street Yard Building Performing Arts Building TRAFFIC SIGNALS Signal Interconnect: (1) Shea (Eagle Mtn Pkwy to Palisades) (2) Shea (Technology to Saguaro) (3) Saguaro (El Lago to Grande) New Traffic Signals: Fountain Hills Boulevard/El Lago (50% developer) Saguaro/El Lago (50% developer) Palisades/Sunridge Drive (50% developer) Avenue of the Fountains/La Montana Palisades/Eagle Ridge Drive-Palomino STREET IMPROVEMENTS Shea Bke Lanes/Median (Construction Management) Shea @ Saguaro--EB to NB LT lane lengthening Town Center Improvement District (Avenue of the Fountains) WB Shea Climbing Lane--Fountain Hills Boulevard to Palisades (Federal Aid Project) WB Shea west from Saguaro, 3rd lane taper-back Guardrail Modifications/removals STREET ENHANCEMENTS Sidewalks Traffic Calming La Montana Medians @ Community Center (Curbs) Construct New Median and Curbs on Exist. Streets Palisades-Fountain Hills Boulevard east to existing median Palisades-Westby to La Montana Palisades-La Montana to Saguaro DRAINAGE Drainage Projects Ruskin and Kipling (remove & replace curbs and AC - ponding) Malta and Saguaro (west side) Add CMP and catch basins Saguaro (south of Palmer); Saguaro (west side of Baptist Church); Saguaro (west side of Ledferd Lane) New catch basins Del Cambre - Rosita to Ashbrook Wash (Add catch basins and CMP) Participation Agreement with Mirage Homes for a culvert project. Firebrick Drive and Laser Drain MAJOR STREET REPAIR Mill and Overlay * Reconstruct * * Assessment study will be performed to determine the extent of the street maintenance. (Dollar amounts are estimated at this time.) Total - Capital Projects Fiscal Year 2003-2004 Budget - 140 - 04-05 1,500 05-06 06-07 07-08 1,500 300 2,000 90 40 50 200 200 220 220 30 100 100 200 200 50 30 5 50 5 100 50 5 50 5 60 100 180 40 60 60 50 100 1,200 750 100 1,000 100 1,000 100 4,239 5,701 3,457 5,242 Town of Fountain Hills Miscellaneous Statistics Date of Incorporation Form of Government December 5, 1989 Council - Manager Number of employees (no police and fire): Classified - Full time Classified - Part time Exempt 57 16 22 Area in Square Miles 18.27 square miles Town of Fountain Hills facilities and services: Miles of Street: Surfaced Unsurfaced Population (2000 Special Census) Housing Units Building Permits Issued Culture and Recreation: Community Centers Parks Park Acreage Tennis Courts Senior Center Fire Protection: Number of stations Number of fire personnel and officers Number of calls answered Number of inspections conducted 178.5 2 20,235 11,601 897 1 4 121 6 1 2 26 2670 3177 Facilities and services not included in the primary government: Police Protection: Number of stations (substation) Number of police personnel and officers Number of patrol units Number of law violations: Physical arrests Traffic/Parking violations Sewerage System: Miles of sanitary sewers Number of treatment plants Number of service connections Daily average treatment in gallons Maximum daily capacity of treatment plant in gallons Water System: Miles of water mains Number of service connections Number of fire hydrants Daily average consumption in gallons Maximum daily capacity of plant in gallons Education Number of elementary schools Number of secondary schools Number of students - elementary Number of students - secondary Source: Town government offices and related districts. Fiscal Year 2003-2004 Budget - 141 - Contracted 1 23 9 503 3186 Special District 200 1 10916 1.7 mgd 2,600,000 mgd Private 178.4 11448 1217 4.4 mgd 11570000 3 1 1658 833 Town of Fountain Hills Summary of Tax Levy and Tax Rate Information TOWN OF FOUNTAIN HILLS, ARIZONA Summary of Tax Levy and Tax Rate Information Fiscal Year 2003-04 2002-03 FISCAL YEAR 1. 2. 3. Maximum allowable primary property tax levy A.R.S. §42-17051(A). $ 0 Amount received from primary property taxation in the 2002-03 fiscal year in excess of the sum of that year's maximum allowable primary property tax levy. A.R.S. §42-17102(A)(18). $ 0 $ $ 0 1,394,650 1,394,650 $ 0 $ 0 $ 1,390,000 $ 1,390,000 $ 1,390,000 $ 0 $ 0 $ 0 Property tax levy amounts A. Primary property taxes B. Secondary property taxes C. Total property tax levy amounts 4. 2003-04 FISCAL YEAR Property taxes collected* A. Primary property taxes (1) 2002-03 levy (2) Prior years’ levy (3) Total primary property taxes B. Secondary property taxes (1) 2002-03 levy (2) Prior years’ levy (3) Total secondary property taxes C. Total property taxes collected 5. Property tax rates A. Town tax rate (1) Primary property tax rate (2) Secondary property tax rate (3) Total city/town tax rate 0.0000 0.5136 0.5136 0.0000 0.4716 0.4716 B. Special assessment district tax rates Secondary property tax rates - As of the date the proposed budget was prepared, the town was operating two (2) special assessment districts for which secondary property taxes are levied. For information pertaining to these special assessment districts and their tax rates, please contact the town. *Includes actual property taxes collected as of the date the proposed budget was prepared plus estimated property tax collections for the remainder of the fiscal year. Fiscal Year 2003-2004 Budget - 142 - Town of Fountain Hills Schedule of Fountain Hills Assessed Valuation 1995-2003 Tax Year % Change Primary 1995 $94,188,635 1996 $100,649,833 6.9% $103,944,051 3.8% 1997 $112,285,569 11.6% $116,333,406 11.9% 1998 $133,721,181 19.1% $146,943,730 26.3% 1999 $160,963,931 20.4% $174,760,640 18.9% Secondary % Change $100,161,566 2000 $190,102,361 18.1% $212,415,476 21.5% 2001 $220,229,137 15.8% $238,714,537 12.4% 2002 $247,151,729 12.2% $270,602,866 13.4% 2003 $282,800,857 14.4% $323,385,230 19.5% Fiscal Year 2003-2004 Budget - 143 - Town of Fountain Hills Schedule of Authorized Positions ▬▬▬▬▬▬ Position – Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Court Presiding Judge Court Administrator Court Collection Specialist Court Services Specialist 1.00 1.00 1.00 2.50 1.00 1.00 1.00 3.00 1.00 1.00 1.00 3.00 1.00 1.00 0 3.00 Authorized FTE 5.50 6.00 6.00 5.00 Administration Town Manager Undesignated Position Director of Admin/Town Clerk Town Clerk Supervisor/Accounting I/T Administrator I/T Intern Accountant Accounting/HR Clerk Administrative Intern Asst to Town Mgr/Council Executive Assistant H.R. Administrator I. T. Support Specialist Administrative Assistant Facilities Operations Sup. Maintenance/Custodial Worker Custodian Clerk Typist/Receptionist 1.00 0 1.00 0 1.00 1.00 0.50 1.00 0.50 0.50 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0 1.00 1.00 0.50 1.00 0.50 0.50 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.50 1.00 1.00 2.00 1.00 0 1.00 1.00 0.50 0 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 0.00 0 1.00 1.00 0 0.50 0 1.00 0 1.00 0 1.00 1.00 0 1.00 1.00 1.50 1.50 18.00 18.50 12.50 Authorized FTE 15.50 Building Safety Chief Building Official Plans Examiner Building Inspector Building Permit Technician Senior Building Inspector Building Safety Clerk Code Enforcement Officer Administrative Assistant 1.00 1.00 2.00 2.00 2.00 1.00 0 0 1.00 2.00 1.00 2.00 2.00 1.00 0 0 1.00 2.00 1.00 2.00 2.00 0 0 0 1.00 2.00 2.00 2.00 0 0 3.00 1.00 Authorized FTE 9.00 9.00 8.00 11.00 Fiscal Year 2003-2004 Budget - 144 - Town of Fountain Hills Schedule of Authorized Positions ▬▬▬▬▬▬ Position – Title 2000-2001 Authorized FTE 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE Public Works Director Town Engineer Senior Civil Engineer Civil Engineer Eng. Tech/CAD Operator Civil Engineering Inspector Drafting/CAD Technician Executive Assistant Administrative Assistant Open Space/Landscape Sup. Open Space/Landscape Spec. Traffic Engineering Analyst 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 0 1.00 0 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0 0 1.00 0 Authorized FTE 13.00 13.00 11.00 9.00 Street Superintendent of Streets Supervisor/Maintenance Fleet Master Mechanic Fleet Equipment Mechanic Maintenance Equipment Operator 1.00 1.00 1.00 1.00 9.00 2.00 1.00 1.00 1.00 1.00 9.00 2.00 1.00 0 1.00 1.00 9.00 2.00 1.00 1.00 1.00 1.00 7.00 2.00 15.00 15.00 14.00 13.00 Authorized FTE Planning Director Planning Supervisor Senior Planner Planner Executive Assistant Administrative Assistant Economic/Downtn Dev. Coord. 1.00 0 1.00 1.00 1.00 0 0 1.00 0 2.00 1.00 1.00 .50 0 1.00 0 2.00 1.00 1.00 1.00 0 0 1.00 1.00 1.00 0 1.00 1.00 Authorized FTE 4.00 5.50 6.00 5.00 Fiscal Year 2003-2004 Budget - 145 - Town of Fountain Hills Schedule of Authorized Positions ▬▬▬▬▬▬ Position – Title 2000-2001 Authorized FTE Parks & Recreation Director Park Supervisor Recreation Supervisor Rec. Program Coordinator Parks Worker Parks Intern Recreation Intern Parks Operation Supervisor Recreation Assistant Executive Assistant Administrative Assistant Receptionist 2001-2002 Authorized FTE 2002-2003 Authorized FTE 2003-2004 Proposed FTE 1.00 1.00 1.00 3.00 2.00 0.50 1.00 3.00 5.00 1.00 1.00 0 1.00 1.00 1.00 3.00 1.00 0.50 1.00 3.00 4.00 1.00 1.00 0 1.00 1.00 1.00 3.00 1.00 0 0 3.00 4.00 1.00 1.00 0 0.50 1.00 1.00 2.00 1.00 0 0 2.00 4.00 1.00 0 .50 19.50 17.50 16.00 13.00 Law Enforcement Pub.Saf. Directr/Town Marshal 1.00 Emergency Mgmt Coord. 0 Sergeant 4.00 Deputy Marshal 14.00 Dispatcher 6.00 Administrative Assistant 0 1.00 0 4.00 14.00 7.00 0 1.00 0 3.00 8.00 7.00 1.00 0 1.00 0 0 0 0 Authorized FTE 25.00 26.00 20.00 1.00 Community Center Director Events/Marketing Coordinator Operations Supervisor Administrative Assistant Operations Worker Custodian Volunteer Coordinator 0 0 0 0 0 0 0 1.00 1.00 1.00 0.50 1.00 0 0.50 1.00 1.00 1.00 1.00 1.00 1.00 0.50 0.50 1.00 1.00 1.00 1.50 1.00 0.50 Authorized FTE 0.00 5.00 6.50 6.50 104.50 115.00 Authorized FTE Total Authorized FTE Fiscal Year 2003-2004 Budget - 146 - 106.00 77.00 Town of Fountain Hills Glossary ▬▬▬▬▬▬ Accrual Basis A basis of accounting in which transactions are recognized at the time they are incurred, as opposed to when cash is received or sent. Actual vs. Budgeted Difference between the amounts projected (budgeted) in revenues or expenditures at the beginning of the fiscal year and the actual receipts or expenses, which are incurred by the end of the fiscal year. Adoption Formal action by the Town Council, which sets the spending limits for the fiscal years. Appropriation Specific amount of monies authorized by the Council for the purpose of incurring obligations and acquiring goods and services. Assessed Valuation A value set upon real and personal property by the County Assessor for the purpose of levying property taxes. Base Budget The ongoing expense for personnel, contractual services, commodities, and the replacement of equipment to maintain service levels previously established by the Council. Bond A municipality will issue this debt instrument and agree to repay the face amount of the bond on the designated maturity date. Bonds are primarily used to finance capital projects. • General Obligation (GO) Bond This type of bond is secured by the full faith, credit, and taxing power of the municipality. • Revenue Bond This type of bond is secured by the revenues from a specific source such as gas taxes or water revenues. Budget Financial plan of estimated expenditures and anticipated resources adopted for a specific period of time outlining a plan for achieving council goals and objectives. Budgetary Basis The method used to determine when revenues and expenditures are recognized for budgetary purposes. Capital Budget The appropriation of bonds or operating revenue for improvements to city facilities that may include buildings, streets, and parks. Fiscal Year 2003-2004 Budget - 147 - Town of Fountain Hills Carry Over Year-end savings that can be carried forward to cover any one-time expenses such as supplies, equipment, or special contracts. Cash Basis A basis of accounting in which transactions are recognized only when cash amounts are increased or decreased. Contingency/Reserve An amount set aside as available, with Council approval, to cover unforeseen expenditures, emergency expenditures, or revenue short falls. Debt Ratio Total debt divided by total assets. Debt Service Principal and interest payments on outstanding bonds. Estimated Revenue The amount of projected revenue to be collected during the fiscal year. Expenditure Represents a decrease in fund resources. Expenditure Limitation An amendment to the Arizona State Constitution that limits annual expenditures of all municipalities. The Economic Estimates Commission, based on population growth and inflation sets the limit. All municipalities have the option of Home Rule where the voters approve a fouryear expenditure limit based on revenues received. Fiscal Year Any period of twelve consecutive months establishing the beginning and the ending of financial transactions. For the Town of Fountain Hills, this period begins July 1 and ends June 30. Full-Time Equivalent Position (FTE) A position converted to the decimal equivalent of a full-time position based on 2,080 hours per year. For example, a part-time typist working for 20 hours per week would be equivalent to a 0.5 FTE. Fund A fiscal and accounting entity with a self-balancing set of accounts recording cash and other financial resources. Fund Balance A balance or carry over that occurs when actual revenues exceed budgeted revenues and/or when actual expenditures are less than budgeted expenditures. Fiscal Year 2003-2004 Budget - 148 - Town of Fountain Hills General Fund The fund used to measure all financial transactions of the municipality except those required by law or agreement to be accounted for in another fund. Highway Users Revenue Bond Proceeds used solely for street and highway purposes and require voter authorization. Bonds are payable from highway user revenue up to 50% of total received for the past twelve month period (stipulated by state law). Highway Users Revenue Fund (HURF) This revenue source consists of state taxes collected on gasoline, vehicle licenses, and a number of other additional transportation related fees. These funds must be used for street and highway purposes. Infrastructure Facilities that support the continuance and growth of a community. Examples include roads, water lines, sewers, public buildings, and parks. Intergovernmental Revenue Federal and state grants and other forms of revenue (e.g. state sales tax, state income tax, gasoline tax, motor vehicle license). Long Term Debt Debt with a maturity of more than one year after date of issuance. Management Indicators A measurable means of evaluating impact of budget on achieving stated objectives. Modified Accrual Basis of Accounting Basis of accounting according to which; a) revenues are recognized in the accounting period in which they become available and measurable, and b) expenditures are recognized in the accounting period in which the fund liability is incurred, if measurable, except for un-matured interest on general longterm debt and certain similar accrued obligations, which should be recognized when due. Municipal Property Corporation (MPC) Bond Bonds that are backed by the excise taxes of the Town including local sales tax, franchise tax, state shared sales tax, and auto lieu tax. The MPC is a non-profit corporation established for the purpose of issuing debt to purchase municipal facilities, which it leases to the Town. Objectives A measurable output that an organization strives to achieve within a designated time frame. The achievement of the objective advances an organization toward a corresponding goal. Operating Budget Day-to-day costs of delivering city services. Performance Indicators Measurement of service performance indicators that reflect amount of money spent on services and the resulting outcomes at a specific level of services provided. Fiscal Year 2003-2004 Budget - 149 - Town of Fountain Hills Property Tax The total property tax levied by a municipality. Arizona’s municipal property tax system is divided into a primary and secondary rate. Primary Tax Arizona statute limits the primary property tax levy amount and municipalities may use this tax for any purpose. Secondary Rate Arizona statute does not limit the secondary tax levy amount and municipalities may only use this levy to retire the principal and interest or redemption charges on bond debt. Resources Total amounts available for appropriation including estimated revenues, bond/loan proceeds, fund transfers and beginning fund balances. Revenue Financial resources received from taxes, user charges and other levels of government. State-Shared Revenue Includes the Town’s portion of state sales tax revenues, state income tax receipts, motor vehicle in-lieu taxes. Tax Levy The total amount of the general property taxes collected for purposes specified in the Tax Levy Ordinance. Tax Rate The amount of tax levied for each $100 of assessed valuation. Transfer Movement of resources between two funds. Example: An interfund transfer would include the transfer of operating resources from the General Fund to the Street Fund. Fiscal Year 2003-2004 Budget - 150 - Town of Fountain Hills JOB DESCRIPTION – CODE ENFORCEMENT OFFICER JOB OBJECTIVES Performs skilled technical work in enforcing building ordinances, zoning, land use, signage, and public nuisance codes in the Town. SUPERVISION RECEIVED Work is performed under the supervision of the Chief Building Official. ESSENTIAL DUTIES AND RESPONSIBILITIES Responds to complaints from the public, orally and in writing. Investigates possible violations of Town property maintenance, nuisance and zoning codes; identifies violations and properties not in compliance and follows up with warning notices and citations to ensure compliance with city codes. Works with citizens, property and business owners to correct violations. Performs preventative enforcement and conducts field inspections; inspects assigned areas of the Town to locate and observe violations of city codes including zoning nuisance, environment, swimming pool, neighborhood enhancement and health and safety ordinance violations. Meets with residents to discuss accused violation, using diplomacy and tact. Researches case histories, approval documents, approved blueprints, property ownership records, sales tax licenses, aerial photos, microfiche records, utility records and other related documents as necessary. Provides information to the public, other Town departments, architects, engineers, contractors, and interested parties regarding zoning and other regulations, variances, related departmental programs and policies. Prepares reports, documents inspections, issues notices or letter, photographs property conditions and maintains required records. Uses a computer database for reporting and record keeping. Is proactive regarding sign code enforcement. Prepares cases for court actions, assists the Prosecutor’s Office in determining appropriate disposition of outstanding cases and testifies in court. Performs systematic review of every property in Town on an annual basis. Writes positive letters of encouragement to residents and business owners who upgrade property. Performs related duties as assigned. KNOWLEDGE, SKILLS, ABILITIES Basic aspects of a variety of business and residential structures, and those areas covered by Town codes related to buildings, land use, fire, parking, signs, zoning, and public nuisance regulations. Investigative techniques used to inspect residential, business, and land-use activities for nonconformance and/or to ensure compliance with codes and ordinances, Town’s geography, including the location and layout of streets and zones, computer hardware, software and peripherals, ordinances, practices, procedures and terminology of governmental operations. Ability to: Resolve issues and conflicts through working partnerships with citizens and neighborhood associations; Deliver quality services that meet customer needs in a respectful and professional manner through positive, effective and honest communication; Communicate effectively with others, orally and in writing, using proper sentence construction and clearly organized thoughts in the explanation and application of regulations and procedures; Fiscal Year 2003-2004 Budget - 151 - Town of Fountain Hills Perceive and interpret customer needs and translate them into effective solutions and operational policy; Work in a variety of weather conditions with exposure to the outdoor elements; Operate a variety of standard office equipment, including a personal computer that requires continuous and repetitive eye, arm, and hand movement. Establish and maintain effective working relationships with co-workers, supervisors, and the general public; Produce letters and reports, which present case facts clearly and concisely; Analyze, interpret, and acquire knowledge of the Town’s sign and zoning ordinances and regulations; and maintain regular consistent attendance and punctuality. Skill in: Use of computers, databases, and software. MINIMUM QUALIFICATIONS Any combination of education and experience equivalent to two years of recent public contact experience, preferably including the application and interpretation of rules and regulations; or two years of supervisory experience in general construction work; or any equivalent combination of experience and education which provides the knowledge, skills, and abilities to perform this work. ADDITIONAL REQUIREMENTS Physical Requirements: Requires vision (which may be corrected) to read small print. Requires the mobility to stoop, stand, reach and bend. Requires mobility of arms to reach and dexterity of hands to grasp and manipulate small objects. Requires the ability to stand for long periods. Requires the ability to walk long distances. Performs lifting, pushing and/or pulling which does not exceed 50 pounds and is an infrequent aspect of the job. Work Environment: Is subject to inside and outside environmental conditions. May be required to work in inclement weather without effective protection from the sun, cold and rain. May be required to work within enclosed spaces or at heights above ground level. May be required to work around loud noise. May be required to attend periodic evening meetings and/or to travel within and out of district boundaries to attend meetings. May be required to work weekend hours. License or Certificate: Possession of a valid driver’s license issued by the State of Arizona. AACE certification is required within the first year of employment. FLSA Status: Non-exempt. Fiscal Year 2003-2004 Budget - 152 - Town of Fountain Hills JOB DESCRIPTION – ECONOMIC/DOWNTOWN DEVELOPMENT COORDINATOR JOB OBJECTIVES Plans, organizes, and implements an economic development program to promote the growth and development of the Town’s economic base, assists in the retention and expansion of existing businesses, and vigorously seeks out new businesses for the Town, focusing in the downtown area. SUPERVISION RECEIVED Reports to the Planning Supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Plans and organizes downtown development programs related to generating business and development opportunities. Coordinates all administrative aspects of the downtown development program including purchasing, record keeping, grant administration, budget development and accounting. Prepares all reports required by the Town, assisting with the preparation of reports to funding agencies and supervising staff or consultants. Develops strategies for downtown economic development utilizing the Town’s human and economic resources. Becomes familiar with all persons and groups directly or indirectly involved in the downtown commercial area. Is mindful of the roles of various downtown interest groups, assisting committees in developing an annual action plan for implementing a downtown revitalization program focused on the aspects of design preservation, promotion, organization/management, and economic restructuring/development. Develops and conducts ongoing public awareness and educational programs designed to enhance appreciation of the downtown’s assets. Fosters an understanding of the downtown development program’s goals and objectives through speaking arrangements, media interviews and appearances, while keeping the downtown highly visible in the community. Acts as liaison between the Town, local and regional Chambers of Commerce, Economic Development Councils and various federal, state and local government agencies. Assists individual tenants or property owners with physical improvement projects through personal consultation or by obtaining and supervising professional design consultants; assists in locating appropriate contractors and materials; when possible, participate in construction supervision; provides advise and guidance on necessary financial mechanisms for physical improvements. Assesses the management capacity of major downtown organizations and encourages improvements in the downtown community’s ability to undertake joint activities such as promotional events, advertising, uniform store hours, special events, business recruitment, parking management, and so on. Provides advice and information on successful downtown management. Encourages a cooperative climate between downtown interests and local public officials. Provides leadership for the active participation of business and community residents in presenting the Town to visitors. Monitors the downtown’s success by developing and maintaining data systems to track and assess the progress of the downtown development program. These systems should include at minimum economic monitoring, leads reports and other accountability measures, accurate and up-to-date tax base information, individual building files, thorough photographic documentation of all physical changes and information on job creation and business retention. Fiscal Year 2003-2004 Budget - 153 - Town of Fountain Hills Proposes strategy to achieve goals and objectives for downtown development to the Planning Supervisor; exercises broad discretion and makes independent judgments to attain goals and objectives. Develops and maintains an inventory of community resources including: commercially and industrially zones land, public infrastructure, social, cultural and education advantages and related demographic information. Prepares and administers the Town’s Business and Industry Marketing Program. Maintains inventory of potential business relocations and develops prospectus client list. Assists in negotiating business incentive programs. Establishes, maintains and coordinates working relationship with federal, state, municipal, and regional agencies involved in economic development and workfare education and training. Addresses businesses and civic groups regarding economic development activities. Attracts businesses to locate in Fountain Hills and facilitates building construction in the downtown area and throughout the town. Administers a business retention and service program. KNOWLEDGE, SKILLS, ABILITIES Knowledge of: Theory, principals and practices of economic and community development; Theory and practices of micro and macro economics, finance, marketing and general business administration; State and Federal laws and regulations, sections of the Fountain Hills Town Code, standards, policies and practices of the State Economic Development Department; Industrial, foreign trade, and enterprise zone law; Private activity bond practices and procedures; State, federal, and regional grant programs pertaining to economic and community development. Ability to: Communicate effectively in oral and written form. Direct consultants and project teams. Make important judgments with regard to varied business matters of significance to the Town. Think analytically and creatively. Work independently. Establish and maintain effective working relationships with local business leaders, business association officials, federal, state, local and regional economic development officials, Town staff, Boards and Commissions and the general public. Skill in: Use of computers, databases, and software. MINIMUM QUALIFICATIONS Any combination of education and experience equivalent to a Bachelor’s Degree, and preferably a Master’s Degree, in urban and regional planning, market economics, architecture, urban geography or a related field, and three years experience in an economic development or real estate environment. A CEcD or AICP designation preferred. Fiscal Year 2003-2004 Budget - 154 - Town of Fountain Hills ADDITIONAL REQUIREMENTS Physical Requirements: Requires the ability to sit for potentially long periods of time throughout the workday. Manual dexterity and vision sufficient to operate computer systems for potentially long periods of time without experiencing abnormal hand, wrist or eye strain. Hearing sufficient to understand conversations, both in person and on the telephone. Ability to work out-of-doors in all weather conditions. Ability to operate a Town or personal vehicle in the course of work. Work Environment: Working conditions in the office are clean, well lit, and free from extremes of temperature and humidity. Working conditions in the field are subject to extreme variations in temperature and can include high wind and rain. License or Certificate: Possession of a valid Arizona driver’s license is required. Professional certification as Certified Economic Developer preferred. FLSA Status: Exempt. Fiscal Year 2003-2004 Budget - 155 - Town of Fountain Hills JOB DESCRIPTION – EMERGENCY MANAGEMENT COORDINATOR JOB OBJECTIVES To serve as the Town’s liaison on emergency preparedness issues, coordinating training programs and emergency operations drills, and assisting departments with their emergency and mitigation plans, response and recovery activities. Assist in evaluating emergency service contracts. SUPERVISION RECEIVED The Emergency Management Coordinator reports to the Town Manager and works only under the most general supervision. Work is evaluated primarily on the basis of results achieved. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages the daily activities and coordination of Town’s emergency management program and services. Reviews the Town of Fountain Hills emergency plans to identify and resolve hazards and potential shortfalls in preparedness for community emergencies. Provides or coordinates training and instruction in disaster preparedness, emergency operations and procedures with State and regional emergency management programs, orientations, drills and exercises. Serves as liaison to state emergency management agency (ADEM) and Maricopa County Emergency Management. Administers the Emergency Management Program budget, supplies, grants and reporting compliance requirements. Coordinates the response and recovery activities of departments, organizations and agencies involved in disasters. Establishes, implements and evaluates operational emergency response systems such as alerting the public, recalling personnel, managing resources and cost recovery. Responsible for ensuring that all emergency management documents, manuals, plans and recall lists are up to date. Identifies resources and/or agencies available to the Town of Fountain Hills in the event of an emergency. The resources should include, but are not limited to, other agencies, available equipment and manpower. Initiates, develops and delivers public outreach and awareness campaigns, public service announcements and media releases for emergency and non-emergency information. Develops marketing materials, pamphlets, brochures and instruction manuals on emergency awareness, preparedness and safety procedures. Coordinates with sheriff’s department all investigations for liquor, alarm and peddler licenses as required by the state, county and town, including preparation of written reports with recommendations on all investigations. Acts as liaison with law enforcement and fire departments, focusing on contract negotiation and developing accountability measurements. Assists in reviewing, evaluating and negotiating contracts for emergency services (police, fire, medical, and animal control). Writes memos, Town Council reports, damage reports, and other administrative reports. Point person for homeland security grants and issues. Resolves routine problems encountered in performance of work assignments. Performs other related duties as assigned. Fiscal Year 2003-2004 Budget - 156 - Town of Fountain Hills KNOWLEDGE, SKILLS, ABILITIES Knowledge of: Federal, State, regional, County and Town emergency operations plans and management laws, statutes, rules, regulations, guidelines practices and procedures; Education and training methods and practices; Emergency management program development, administration and management; Geographical layout of local and regional area; Computer hardware, software and peripherals; Customer service and public relations practices and procedures Ability to: Communicate effectively in oral and written form; Develop and present public awareness education and training; Identify emergency hazards and develop a variety of resolutions; Administer and coordinate resources for emergency management; Research, analyze and interpret cost recovery regulations; Determine long range planning; Establish and maintain effective working relationships with others. Work independently. Skill in: Use of computers, databases, and software. MINIMUM QUALIFICATIONS An Associate’s Degree in Emergency Management or related field; five (5) years emergency planning and disaster operations experience; or any equivalent combination of experience, education and training which provides the knowledge, skills and ability to perform these duties. ADDITIONAL REQUIREMENTS An employee in this class is required to live within fifteen (15) miles of the Town limits, and within the United States. Physical Requirements: Involves extended workdays outside the regular working hours to respond, manage and investigate emergency response incidents. Requires data entry, lifting, carrying, and transporting equipment weighing up to 50 pounds. Vision and hearing is required to perform essential functions. Work Environment: Work is performed in office and field environments. May involve potential exposure to extreme weather conditions, extreme heat, hazardous chemicals and materials, emergency disaster situations, body fluids, infectious diseases and air and water borne pathogens when responding to and managing emergency situations. Requires the safe use of a Town vehicle on Town business. License or Certificate: Must possess a valid Arizona Driver’s License, Certified Emergency Manager (CEM) is preferred. FLSA Status: Exempt. Fiscal Year 2003-2004 Budget - 157 - Town of Fountain Hills JOB DESCRIPTION – PLANNING SUPERVISOR JOB OBJECTIVES Manage/coordinate Town planning and development activities, to include overseeing the development review process, supervising assigned staff, presenting staff recommendations to Town officials, coordinating current and long range planning projects, and ensuring compliance with applicable Town laws, codes, and ordinances. Provide highly responsible and complex administrative support to the Public Works Director. SUPERVISION RECEIVED The Planning Supervisor receives general direction from the Public Works Director. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops, plans and implements goals and objectives; recommends and administers policies and procedures. Conducts and supervises the planning studies in the community to gather data for evaluating current and advanced planning projects. Conducts special studies and assignments; researches complex planning problems; prepares a variety of comprehensive reports. Responsible for General Plan amendments and compliance. Directs the preparation of agenda items for the Town Council, Planning & Zoning Commission, Board of Adjustment, and other committees and boards involved in land use, development, and general planning activities. Directs and coordinates site plan and preliminary subdivision review; recommends amendments to Town Codes and Zoning Ordinances as needed. Supervises and participates in the development and administration of the Planning Division operating budget; directs the forecast of additional funds needed for staffing, equipment, materials and supplies; monitors and approves expenditures; implements mid-year adjustments. Serves as a technical advisor to the Planning and Zoning Commission, Board of Adjustment, Public Works Director, other Town divisions and departments, and civic groups on planning, zoning and related matters; interprets ordinances and regulations as they apply to respective areas. Directs, coordinates and reviews amendments to the general comprehensive master plan; provides plan and code interpretations as needed. Trains, motivates and evaluates personnel; establishes and monitors employee performance objectives; prepares and presents employee performance reviews; provides or coordinates staff training; works with employees to correct deficiencies, implements discipline and termination procedures. Confers with engineers, developers, architects, agencies and the general public in acquiring information and coordinating planning and zoning matters; provides information regarding Town zoning requirements. Develops and implements annexation plans. Acts as Zoning Administrator. Responds to and resolves difficult citizen inquiries and complaints. Performs related duties as assigned. KNOWLEDGE, SKILLS, ABILITIES Knowledge of: Principles and practices of urban planning and zoning Research methods and sources of information related to urban growth and development Fiscal Year 2003-2004 Budget - 158 - Town of Fountain Hills Laws and regulations regarding general plans, environmental matters, zoning and land use Principles and techniques of budget development and administration Principles and practices of organization, administration, and personnel management Economic Development principals and techniques Subdivision and site plan review and submittal procedures. Ability to: Plan, prioritize, assign, and direct the work of professional, technical and clerical personnel. Delegate authority and responsibility, as well as schedule and program work on a long-term basis. Respond to changing perspectives of the environmental and economic impacts on urban planning. Interpret planning and zoning policies and procedures to the general public Develop and administer sound division policies Prepare and administer a division budget Identify, coordinate, and resolve a wide variety of land use and development policy issues. Communicate clearly and concisely, both orally and in writing. Skill in: Use of computers, databases, and software. MINIMUM QUALIFICATIONS Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be: Experience: Five years of professional planning experience. Three years of supervisory and administrative planning experience. Training: Equivalent to a Bachelor’s Degree from an accredited college or university with major course work in urban planning or a related field. ADDITIONAL REQUIREMENTS Physical Requirements: Requires the ability to sit for potentially long period of time throughout the workday. Manual dexterity and vision sufficient to operate computer systems for potentially long periods of time without experiencing abnormal hand, wrist or eye strain. Hearing sufficient to understand conversations, both in person and on the telephone. Ability to work out-of-doors in all weather conditions. Operation of Town or personal vehicle in the course of work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to move objects. Work Environment: Typically office or administrative work and is not substantially exposed to adverse environmental conditions. License or Certificate: Possession of a valid Arizona driver’s license is required. Possession of American Institute of Certified Planners certificate. FLSA Status: Exempt. Fiscal Year 2003-2004 Budget - 159 -