HomeMy WebLinkAboutManagement Records - Capital Improvement Plans (12) RESOLUTION NO. (01) 12
A RESOLUTION OF THE TOWN
OF ORO VALLEY,ARIZONA,DECLARING AS A
PUBLIC RECORD THAT CERTAIN DOCUMENT FILED WITH THE TOWN
CLERK, WHICH ESTABLISHES THE "TOWN OF ORO VALLEY CAPITAL
IMPROVEMENTS PLAN",DATED FEBRUARY,2000.
BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO VALLEY:
Technical Advisory the Town Staff, Consultants and Committee have met to review and recommend
approval of the Capital Improvements Plan;
WHEREAS, the Planning and Zoning
Commission has reviewed the plan and recommended unanimously to
support it;
NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN
OF ORO VALLEY,ARIZONA:
That certain document, The Town of CapitalImprovements Oro Valley Im rovements Plan", dated February, 2001, is hereby
ublic record, of which three copies are on file in the office of the Town Clerk.
approved and declared to be a p
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley this 21st day of February 2001.
Paul H. Loomis, Mayor
ATTEST:
C. a44J-4-e ;
Kathril Cuvelier,Town Clerk
APPROVED AS TO FORM:
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Dan L. Dudley,Town Attorney
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TOWN OF ORO VALLEY
TOWN COUNCIL
PAUL H. LOOMIS
Mayor
FRANCIS CABALA
Vice-Mayor
DICK JOHNSON
Councilmember
BART ROCHMAN
Councilmember
WERNER WOLFF
Councilmember
411,
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FEBRUARY 2001
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ACKNOWLEDGMENTS
Theo g persons llowin were instrumental in the preparation of the Town of Oro Valley Capital
Improvements Plan:
ORO VALLEY CIP TECHNICAL ADVISORY COMMITTEE
Council, Boards, and Commission Members
Werner Wolff, Town Council
Bill Moody, Planning and Zoning Commission
Barbara Bell, Development Review Board
Todd Jaeger, Amphitheater School District
Vito Tedeschi, Budget & Bond Committee
Doug White, Parks & Recreation Advisory Board
Citizen Representative
Alan Cadkin
David Williams
Town Staff
Chuck Sweet, Town Manager
Dan Dudley, Town Attorney
Bill Jansen, Town Engineer
Danny Sharp, Chief of Police
George Dunscomb, Magistrate
H. Brent Sinclair, Community Development Director
Alan Forrest, Water Utility Director
Jeffrey Weir, Economic Development Administrator
David Andrews, Finance Director
Kathi Cuvelier, Town Clerk
Charlie Lentner, Police Commander
Paul Nzomo, Civil Engineer
Ainsley Reeder, Parks & Recreation Administrator
Terry Vosler, Building Safety Administrator
Support Staff
Bryant Nodine, Planning and Zoning Administrator
Sangeeta Jain, Planner I
Mary Rallis, Senior Accountant
Facilitator
Nina Trasoff, Nina Trasoff & Associates
TABLE OF CONTENTS
EXECUTIVE SUMMARY 1
I. INTRODUCTION 5
PURPOSE 5
WHAT IS A CAPITAL PROJECT AND A CAPITAL IMPROVEMENT PLAN? 5
POLICIES AND ASSUMPTIONS 6
III CIP ASSUMPTIONS- FY 2001-'02 8
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II. CIP PROCESS 9
TECHNICAL ADVISORY COMMITTEE MEETINGS 9
CIP PUBLIC OUTREACH PROGRAM 10
III. EVALUATION CRITERIA AND WEIGHTS 14
EVALUATION CRITERION 14
CRITERIA WEIGHTS 16
IV. CAPITAL IMPROVEMENT PROGRAM FY 2001-`02 19
FY 2001-`02 CAPITAL IMPROVEMENTS PROGRAM FUNDING 19
FY 2001-`02 CIP BY FUNDING SOURCE 22
THE CIP TWO TO FIVE YEARS OUT 26
V. IMPLEMENTATION 28
GENERAL GUIDELINES 28
IMPLEMENTATION OF THE DECISION MAKING MATRIX 29
APPENDICES 33
APPENDIX A: GLOSSARY OF TERMS 33
APPENDIX B: PROJECT REQUESTS FY 2002-'03 TO FY 2005-'06 39
APPENDIX C: PROJECT DESCRIPTIONS 42
APPENDIX D: SPECIFIC COMMENTS FROM RESIDENTS 50
APPENDIX E: CIP PUBLIC INPUT SURVEY 56
APPENDIX F: SAMPLE PROJECT SUBMITTAL SHEET 58
LIST OF TABLES
TABLE 1: SUMMARY OF FUNDS AVAILABLE AND FUNDS REQUESTED 1
TABLE 2: GENERAL FUND PROJECTS - FUNDED 2
TABLE 3: CIP WORK PLAN FY 2001-06 10
TABLE 4: DATA ANALYSIS 12
TABLE 5: HOW RESIDENTS CHOSE TO SPEND FUNDS? 12
TABLE 6: CORRELATION MATRIX 13
TABLE 6: EVALUATION CRITERIA AND WEIGHTS 16
TABLE 8: PROJECT RANKING FORM 17
TABLE 9: GENERAL FUND - PROJECTS FUNDED 24
TABLE 10: GENERAL FUND - PROJECTS NOT FUNDED 24
TABLE 11: PUBLIC TRANSPORTATION FUND- PROJECTS FUNDED 24
TABLE 12: HIGHWAY FUND - PROJECTS FUNDED 25
TABLE 13: ROADWAY DEVELOPMENT IMPACT FEES - PROJECTS FUNDED 26
Capital Improvements Plan FY 2001-'06
EXECUTIVE SUMMARY
The Capital Improvement Plan (CIP) is a comprehensive, five-year plan of capital projects that
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identifiesp riorities as to need, method of financing, cost, and associated revenues. It includes a
one-year recommendation for the Town's capital budget. The CIP is one of the mechanisms
that implement the Town's General Plan. It allocates funds to programs specified in the General
Plan, uses implementation of the General Plan in at least two of the project evaluation criteria,
and its evaluation criteria are based on the goals established in the General Plan.
FY 2001-02 C1 P
The CIP is divided into four funds: the General Fund, the Public Transportation Fund, Highway
Fund, and the Townwide Roadway Development Impact Fees Fund. Expenditures from the
latter two funds are limited, respectively, to roadway/transportation items and roadway capacity
improvements. The following is a summary of the funds and requests for the coming fiscal year.
Chapter 4 covers this in greater detail.
TABLE 1: SUMMARY OF FUNDS AVAILABLE AND FUNDS REQUESTED
Fund Type Amount Amount
Available Requested
General $710,000 $1,327,000
Public Transportation $34,500 $34,500
Highway $965,000 $965,000
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Townwide Roadway Development Impact Fees $6,708,000 $3,618,000
The TACp rioritized all the projects eligible for funding from the General Fund using the
evaluation criteria (explained in detail in Chapter 3) and the projects were ranked in order of the
points it received. The projects eligible for the Public Transportation Fund, Highway Fund, and
Roadway Development Impact Fees were reviewed by the TAC but not ranked as there were
sufficient funds for all related projects.
The recommended funding for the General Fund is based on the evaluation scores assigned by
the CIP Technical Advisory Committee (TAC). The TAC recommended that the following
General Fund projects be funded:
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Capital Improvements Plan FY 2001-'06
TABLE 2: GENERAL FUND PROJECTS - FUNDED
Proj. # Project Name Dept./ Ranking Town
Division Funding
GF2 Replace Prog Marked Patrol Vehicles PD Assumption $169,000
GF13 Gators (Replacement) PR Assumption 14,000
GF19 Replacement Vehicle BS Assumption 17,000
GF21 Office 97 to Office 2000 IS Assumption 27,000
GF22 Computer Replacement Program IS Assumption 51,000
GF1 Mobile Data Terminals PD 1,800 65,000
G F9 Prisoner Transport Van Court 1,435 26,000
GF10 Playground Shade Structure PR 1,010 25,000
GF15 Irrigation Upgrades-Dennis Weaver PR 1010 27,000
GF6 La Canada Access/Secured Parking PD 955 220,000
G F11 Park Furniture PR 765 15,000
GF3 Replace Prog Unmarked Admin Veh. PD 745 40,000
GF8 Voice Recognition Software* PD 720 14,000
TOTAL FUNDED $710,000
*Voice Recognition software is funded partially
GF: General Fund BS: Building Safety Division
CD: Community Development Department PD: Police Department
PR: Parks and Recreation Division PW: Public Works Department
PZ: Planning and Zoning Division IS: Information Systems
RECOMMENDATIONS
The TAC at its final meeting discussed the CIP process and various components of the process.
Specifically following issues were discussed:
• Assumption Projects: There was a discussion whether the assumption projects like Police
vehicles be removed from the CIP process, as they are always recommended for funding.
However, the Committee decided to keep these projects part of the CIP process and the
Committee may in future need to reassess the assumptions used in this process.
• New Funding Sources: Due to the growing needs of the community, the Town does need to
look into alternate funding sources for various projects.
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Capital Improvements Plan FY 2001-'06
• Public / Private Partnership: The Town needs to explore avenues whereby the projects
could be funded with public/ private funding sources.
• Lack of Understanding about Town: The TAC recommended that the Town needs to
educate and inform its residents about the Town. There is a lack of understanding about
various Town activities.
• Project Ranking: TAO used negative ranking (-5 to + 5 points) this year to evaluate and
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rank theJ
ro'ects. TAC found this to be more effective than ranking projects from 0 to 10
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points as used in the previous years.
• Naranja Town Site: It is anticipated that existing revenue sources will not be sufficient to
fund any substantial development of the Naranja Town Site. Therefore, the Town should
pursue additional revenue sources, supplementary to its existing local sales taxation
structure, to fund the development of the site. Potential revenue sources that the Town may
wish to pursue include additional sales tax collections generated from increased sales tax
rates or the local sales taxation of goods and services currently not taxed, franchise fees on
utilities, secondary property taxes as well as personal and corporate donations. Should it be
determined that additional taxation is necessary, the citizens of the community should be
educated and informed about the specifics of the proposal. The CIP TAC would volunteer to
help promote the informational effort prior to a public vote. The Town may also wish to
consider sunset provisions in conjunction with any potential taxation measures.
ISSUES
Capital projects funded for FY 2001-'02 are shown in Chapter 4 of this document. Projects for
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fiscalY ears 2002-'03 through 2005-'06 are shown in Appendix B. General Fund projects
proposed for the next four years total significantly more than the available funds. The Town
needs to consider long term debt financing in order to implement projects such as Naranja Town
Site and park development.
The Highway Fund needs are expected to remain level over this four year span. Adequate
revenues should be available to meet those needs. Although the Townwide Roadway
Development Impact Fees needs are expected to increase to over $2 million in future years, the
available funds are expected to be $4 million to $6 million. Efforts will continue to be made to
leverage impact fee collections with federal and state roadway grant funding.
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Capital Improvements Plan FY 2001-'06
REPORT ORGANIZA TION
This report starts with an introduction to the CIP, its policies and its assumptions. Some of the
key terms are defined in the first section, but the reader should consult the Glossary Appendix
A endix
A for other unfamiliar terms.
The second and third sections cover the process, the schedule, and the public information
program followed by the criteria and weights used to evaluate projects. The fourth section, the
financial section, covers the available funds and the recommended utilization of those funds for
the next fiscal year.
The fifth section covers the CIP implementation program including reports to the Council and
the method used to evaluate projects and establish the recommended capital budget.
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Capital Improvements Plan FY 2001-'06
I. INTRODUCTION
Providing infrastructure is a primary function of local government. Maintaining public safety,
town services, parks and recreation facilities, an adequate transportation system, and the
community's quality of life are all heavily dependent on how the Town handles infrastructure
issues.
PURPOSE
The Capital Improvement Plan (CIP) implements the Oro Valley General Plan by developing a
prioritized schedule of short-range and long-range community capital needs, evaluating projects,
and analyzing the community's ability and willingness to pay for them in the most cost effective
way. The CIP is the method by which Oro Valley determines future infrastructure requirements
and plans the financing of facilities and equipment to provide services over a five-year period.
MISSION STATEMENT
"To define five year capital improvement priorities and financial feasibility by
creating a process and producing a document that responds to public desires,
needs, and elements of the Town's General Plan."
WHAT IS A CAPITAL PROJECT AND A CAPITAL IMPROVEMENT
PLAN?
Capital Projects are those which:
• cost over$10,000;
• have an expected useful life of two years or more; and
• become an asset of the Town.
The only exceptions to this definition are police patrol units which may have a useful life of less
than two years but will still be considered capital projects.
A Capital Improvements Plan is a multi-year plan that projects spending for all anticipated capital
projects for the Town. The Plan, programs by fiscal year, repair and replacement of existing
infrastructure as well as the development of new facilities to accommodate both current needs and
future growth. The CIP looks at competing needs, costs and potential funding sources. The CIP
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Capital Improvements Plan FY 2001-'06
process and plan resolves the choices about what to build or buy, where and when to build or buy
it, and how much to spend on it.
The CIP links the Town's planning and budgeting functions by providing a separate policy
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document to address the Town's capital needs. It establishes the Capital Budget, which will be
submitted as the capital outlay portion of the FY 2001-02 Town Budget.
There are five basic components to the CIP:
1. Infrastructure inventory.
2. Needs assessment that identifies all needed and planned community infrastructure.
3. Financial analysis and determination of options and projected costs.
4. An infrastructure plan that programs infrastructure by year for a five-year period.
5. A capital budget for the first year of the CIP.
POLICIES AND ASSUMPTIONS
Over the years, the Town of Oro Valley has financed a substantial portion of capital improvements
through operating revenue and use of reserves. The pay-as-you-go financial policy has been the
Town's "modus operandi" in the past. The goal of the Oro Valley debt management policy is to
maintain the Town's ability to incur present and future debt at the most beneficial interest rates in
amounts needed for financing the CIP, without adversely affecting the Town's ability to finance
essential community services.
POLICY STATEMENTS
• The Town will maintain, at a minimum, a contingency reserve that represents 25% of the
combined annual expenditures of the General Fund and the Highway Fund. Contingency
reserves in excess of the minimum may, at the discretion of the Council, be used to fund "one-
time non-recurring" expenditures, including capital improvement plan items.
• The Town will develop an annual budget whereby recurring Town revenues will be sufficient to
support recurring operational expenditures with no use of the General Fund Contingency to
support ongoing operational expenses.
• The Town of Oro Valley shall allocate at least $1,000,000 annually out of available surplus
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Capital Improvements Plan FY 2401-'06
funds for capital projects. Surplus funds shall be considered all moneys accumulated from
overestimated cost projections, unspent funds, or operational surpluses. Funds will be
available only after the minimum fund balances have been preserved.
• A five-year capital improvement plan will be developed and updated annually along with
corresponding anticipated funding sources.
• The Town shall open a separate CIP Capital Account. Barring an emergency, funds can be
disbursed from this account only if the project has been through the CIP Evaluation Process.
• The CIP Capital Account shall maintain a $50,000 emergency fund balance at all times.
Should this emergency fund be used, Town Council shall reimburse the emergency fund at the
next scheduled Council meeting. Requests to tap into the emergency fund will be screened by
the Town Manager with Council approval necessary for disbursement.
• The CIP Capital Account shall maintain an $25,000 balance for the completion of traffic signal
projects when they are warranted. When this fund is used, Town Council shall allocate funds
to reimburse the traffic signal fund as soon as possible.
• If the Town determines that a funded project is not needed, the Town Council may allocate that
money to another project on the approved CIP list.
• Pay-as-you-go financing will be an integral part of the Oro Valley CIP.
• Efforts will be made to maintain or improve the Town's bond rating.
• Capital projects and improvement districts financed through the issuance of bonded debt will be
financed for a period not to exceed the useful life of the project.
• The Town shall consider forming improvement districts upon the request of residents based on
public benefit, debt equity, and need.
• All Town departments will investigate ways and strive to become more self-supporting.
• The Town shall avoid utilizing lease purchase agreements to finance relatively small
purchases, such as vehicles.
• • The Town shall work aggressively with developers to help future development pay for itself.
• Department Heads shall meet prior to the annual CIP Update Process to discuss the best use
40• of equipment and vehicle replacement program funds. These recommendations shall be
410 submitted to the TAC for review and discussion.
•� • Using open lines of communication, departments shall consolidate purchases whenever
• possible to maximize use of funds.
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Capital Improvements Plan FY 2001-'08
• When purchasing equipment, department heads shall consider compatibility with equipment in
other departments.
• Project Sheets must be submitted by the deadline set each year by the TAC. If a project
sheet is submitted after the deadline, the Town Manager and Department Head will evaluate
the request and decide if it could not have been anticipated before the submittal deadline
and if it is a critical need. If it meets these two criteria it will be forwarded to the CIP TAC for
consideration.
POLICY REGARDING "ROLLOVER" OF CAPITAL IMPROVEMENT PROJECTS
The Town of Oro Valley recognizes that some capital projects require.a lengthy process to prepare
bid specifications, interview contractors and suppliers, and execute the work. In some cases, a
capital project may be approved for a fiscal year but a contract is not ready for completion by the
end of that fiscal year. In these cases, department heads need assurances that such projects can
"rollover" into the next fiscal year, due to the fact that CIP priorities for that year will have been
established several months earlier.
The Oro Valley Capital Improvements Plan permits the "rollover" of projects from one fiscal year
to the next, under the following provisions:
1. Once a department head has determined that a project will not be awarded by the end of
a fiscal year, that department head is responsible for requesting that the CIP be
amended by the Town Council as part of the budget process for the coming fiscal year;
2. The department head must demonstrate that the budget funds are still available and
may be retained for the following year without detrimental impacts on approved CIP
projects for the coming fiscal year; and
3. Each project is allowed no more than one such rollover.
CIP ASSUMPTIONS - FY 2001-'02
In addition to the above policy statements, the following assumptions were made in the
development of the Oro Valley CIP. State shared sales tax, income tax, highway user and local
transportation assistance revenue funds are estimated to increase by 45% due to the Town's
population growth from the 2000 census. Local sales tax proceeds are estimated to increase by
5%to 7%.
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Capital Improvements Plan FY 2001-'06
IL CIP PROCESS
This section covers the schedule and public input process used this year to complete the capital
improvements plan. It included technical advisory committee (TAC), a consultant-moderator,
and support staff to analyze community needs, do public outreach, and develop a prioritized
CIP.
The overall process was similar to that of previous years, except for an extensive public
participation program this year.
• TECHNICAL ADVISORY COMMITTEE MEETINGS
The TAC is an integral part of the CIP process. It consists of citizens, a council representative,
department representatives, board and commission representatives, and town staff. The TAC list
that comprised of about 25 members including both voting and non-voting members is shown in
the cover pages of this document. The TAC held several meetings to develop the CIP. The
schedule and components of the CIP process that lasted over a period of six months are:
September Prepare CIP Plan and set the process
October Public Outreach, Project requests submitted by Dept. Heads
November Evaluate public input, TAC reviews project requests and evaluation criteria
December Council adopts goals and reviews request list
January TAO prioritizes requests and recommends 2001-2002 CIP budget
February CIP reviewed by Commission and adopted by Council
The detailed CIP work plan is shown on Table 3.
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Capital Improvements Plan FY 2001-'06
TABLE 3: CIP WORK PLAN FY 2001-06
Work Plan Events Sep-00 Oct-00 Nov-00 Dec-00 Jan-01 Feb-01 Mar-01
Create a Schedule 9/12
Letters/ Memos to Dept. Heads 9/12 10/1
Letters to HOAs 9/12
Put Together TAC
TAC Meetings 10/5 11/17 1/12
10/20 1/26
Survey: HOAs, Residents Oct/Nov
Website: Survey, hot link 10/15
Press Releases 09/15 10/06 10/20 March/
April
Public Events/Other 10/21-22
GOVAC
10/28
Kids
Concert
Chamber of Commerce 10/12
Sun City Gov. Affairs Committee 10/24 �
Canada Hills HOA 10/10 4111
Mayor's Open Forum with HOA Nov/Dec Nov/Dec
Project Requests from HOAs 10/5
Project Requests from Dept. 10/16
Heads Final
10/27
Review Criteria and funding levels 10/6
P&Z Updates& Hearings 10/3 11/07 12/05 1/2 2/6/00 03/06
Town Council Hearings 12/06 Draft Final
02/07 03/07
CIP PUBLIC OUTREACH PROGRAM
The public outreach program was very extensive this year compared to previous years. Staff
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Capital Improvements Plan FY 2001-'00
conductedpresentations resentations at homeowners association meetings, conducted a town-wide CIP
input survey, presented CIP information at various community events, and updated Town's
website topresent CIP information. All these components are explained in detail as follows:
Community Outreach Workshops/Events
Staff sent letters to all the homeowners associations (HOAs) in August informing them about the
upcoming CIP. Staff also made presentations at the board meetings of various HOAs including
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Sun City Vistoso and Canada Hills associations and civic organizations including the Northwest
Chamber of Commerce.
In addition, staff attended community events with the CIP surveys like the GOVAC Jazz festival,
GAIN event, and Kids concert at Town Hall.
CIP on Town's Website
This year staff worked on adding the CIP information on Town's Website. The CIP survey was
added as a hot link on the Town's homepage. The CIP process was added on the web for the
residents to understand this process.
CIP Public Input Survey
In addition to the presentations, Staff developed a CIP public input survey and mailed to all the
residents of the Town via the Town of Oro Valley Water Department's October water bill. The
survey was also distributed at various homeowners' meeting in the month of October and was
posted on the web site of the Town. Staff received over 2000 completed surveys from the
• public, which is about 20% return rate.
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There were two main components of the survey. The first part was to find out in which project
categories the residents would like to spend the Town funds. The residents were asked to
assume if they had $100,000, then in which project categories would they like to spend the
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• funds. The following eight different project categories were listed: Roadway projects, Improved
lb service at Town Hall, Parks and Recreation projects, Library projects, Transit, Bicycle Lanes,
Drainage, and Police cars. In addition, there was an `Other' category where the residents could
list the category of their choice and assign funds. The copy of the survey is attached in the
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Appendix E.
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Capital Improvements Plan FY 2001-'06
The second part of the survey was to find out the specific project requests or any other
comments from the residents. All the comments received from the HOAs and from residents
were summarized and presented to the TAC at their November meeting. These comments are
included in Appendix D of this document.
The data from all the surveys was analyzed and is summarized in the table below. The average
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was computed by dividing the total dollars in each category by the number of surveys.
TABLE 4: DATA ANALYSIS
Roadway Improved Parks & Town Transit Bicycle Drainage Police 4r
Improveme Town Rec. Library Services Lanes Service •
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nts Service
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Total ($) 68,493 2,694 22,990 29,912 8,879 12,227 17,709 20,737
Max 100 100 100 100 100 100 100 100
Min 5 0 0 0 0 0 0 -50
Average 36 1 12 16 5 6 9 11
TABLE 5: HOW RESIDENTS CHOSE TO SPEND FUNDS?
Project Categories Percent$
Roadway Improvements 36%
Town Library 16%
Parks & Recreation Facilities 12%
Police Service and Cars 11%
Drainage to reduce flooding 9%
Bicycle Lanes 6%
Transit Services 5%
Improved Service at Town Hall 1%
Comparing the average for different project categories, these categories were ranked in order of
importance and are presented in Table 5. Residents chose to spend almost 36 percent of the
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Capital Improvements Plan FY 2001-'06
dollars in various types of roadway improvements. The next higher category was the Town
library with 16 percent allocation of potential funds.
Staff also developed a correlation matrix as shown in Table 6 below to get more insight into the
community needs. The correlation index showed that there are two groups of residents in the
community. One group of residents wants the Town to spend most of the funds on roadway
improvements, as the roadway project category is negatively correlated with all other project
categories.
TABLE 6: CORRELATION MATRIX
Roadway Service Parks Library Transit Bike Drainage Police
Roadway 1.00 -0.11 -0.21 -0.23 -0.08 -0.04 0.02 -0.03
Service 1.00 0.24
Parks 1.00 0.35 0.32
Library 1.00 0.27 0.31
Transit 1.00 0.40 0.27
111P Bike 1.00 0.34
• Drainage 1.00 0.21
� Police 1.00
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The second group of residents would like the Town to provide more services in form of a library,
bike lanes, parks and recreation services among others. This has been inferred by the positive
111 correlation between library, parks & recreation, transit and bike project categories.
IP CIP Press Releases
� Staff also sent out many timely press releases to inform the public about the CIP process. The
CIP information was also printed on Town Page in the local newspaper.
•
•r
•
•
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Capital Improvements Plan FY 2001-'06
1
•
III. EVALUATION CRITERIA AND WEIGHTS •
•
One of the most important requirements for an effective selection process is the establishment of •
clearly defined, pre-specified criteria upon which the assessment and subsequent selection of
capital projects will be based. The evaluation criteria that reflect changes in the Town's priorities
become the guidelines for the CIP decision making process. This was done early in the process to
allow objective decisions to be made subsequently. The evaluation criteria were selected on the
following basis:
1. They refer to issues so important to local governments that ignoring them could have
serious consequences.
2. They refer to items generally measurable in one form or other.
3. They are realistic.
4. They permit at least some degree of objectivity in ratings. aly
5. Most importantly, in their generic form, they represent criteria applicable to a wide
variety of capital projects. •
•EVALUATION CRITERION •
TAC selected seven criteria, as described in the following pages, for use in the formation of the
Capital Improvements Plan. Every project is evaluated against the same criteria. This ensures
the most objective process possible and leads to consistent decision making. The criteria are
discussed in detail below:
I. PUBLIC HEALTH, SAFETY, AND WELFARE
• Does the project improve or specifically address the health, safety, and welfare in the
community?
• Does the project specifically address a pressing and growing need?
Examples: street improvements often affect safety, landscaping and open space often
affect welfare, etc.
II. SUPPORTS STATED COMMUNITY GOALS
• Does the project help implement policies in the General Plan or other adopted plan?
14
� Capital improvements Plan FY 2001-'06
•
■ Will the project positively affect the environment? And/or help the town deal with an
environmental issue/problem/mandate?
• Is the project a part of or consistent with an articulated, acceptable mid-short or long-
range program?
I WP • Does the request implement some or all of the recommendations of a previous study?
■ Has the project been specifically identified by the public in previous community forums,
11 surveys, etc.?
■ Has the project consistently been included in previous CIPs?
+� III. FISCAL IMPACT
• • Does the project have a positive impact on town revenues?
• Does the request bring in additional outside funds in some proportion?
• Is the project realistic from a financial standpoint? (Consider direct costs as well as
� ongoing and additional costs such as those to provide temporary services during
implementation of the project.)
• Are funds already dedicated or available for the project?
qi • Is the project an efficiency improvement project (see Glossary)?
This criterion refers to any costs required to complete the project — costs after completion of
the project are O&M costs.
411
IV. IMPACT ON SERVICE LEVELS
• Does the project bring the town up to a required service level?
w • Does the project improve service levels?
Service levels are established levels or standards of service that the Town provides its
citizens.
11,
4111
atV. IMPACT ON OPERATION AND MAINTENANCE
• Does the project have a positive impact on the Town's Operation and Maintenance
(O&M) budget?
• Is the project an efficiency improvement project?
• Is this a low-maintenance project?
• Does the Town have the ability (staff,funds, etc.)to support this in O&M?
This criterion refers to internal operations after project completion versus services to the
• public service levels.
11. 15
Capital Improvements Plan FY 2001-'06
VI. LEGAL RAMIFI CA TIONS
■ Does the project decrease the town's exposure to liability actions?
■ Does the project meet or address local regulations.
VII. RELATIONSHIP TO OTHER PROJECTS/COORDINATION
■ Does this project coordinate well with other projects underway?
■ Can the project be effectively coordinated with other projects (for instance water and/or
sewer line repairs done in conjunction with roadwork)?
■ Will all prerequisite projects be complete before this project is scheduled?
■ Is the project timely or does it provide a critical "window" of opportunity?
■ Does this project create minimal disruption or inconvenience to the public?
This criterion refers to the coordination of projects not interdepartmental / intergovernmental
staff coordination—those are more likely to be efficiency improvements.
CRITERIA WEIGHTS
Since some criteria are associated with more critical operations of the Town, therefore each
criterion has been assigned "Weighting Points". For instance, "Public Health, Safety, and
Welfare" criteria have a greater emphasis, therefore 95 weighting points were assigned to it. On
the other hand "Relationship to Other Projects/Coordination" criteria has been assigned 65
weighting points. The following Table lists the criteria and the weight assigned to them.
TABLE 6: EVALUATION CRITERIA AND WEIGHTS
Criteria Weighting Points
I. Public Health, Safety, and Welfare 95
II. Supports Stated Community Goals 85
III. Fiscal Impact 75
IV. Impact on Service Levels 75
V. Impact on Operation and Maintenance 75
VI. Legal Ramifications 70
VII. Relationship to Other Projects/Coordination 65
TAC used the project ranking form shown in Table 8 for evaluating and ranking all projects. Each
project was assigned points for each criterion.
16
•
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Capital Improvements Plan FY 2001-'06
TABLE 8: PROJECT RANKING FORM
Criteria Points
I. Public Health, Safety, and Welfare
• the project is absolutely necessary for the Public Health, Safety, and Welfare 5
• the1
roject will have little or no effect of the Public Health, Safety, and Welfare 0
GP
'' • the project will have a v significant negative effect on the Public Health, Safety, and -5
g
Welfare
• II. Supports Stated Community GNaIs-
• the project will significantly support adopted community goals and programs 5
• • the1
roject has no effect on adopted community goals and programs
P
the project will significantly detract from adopted community goals & programs -5
III. Fiscal Impact
• the project has dedicated funding, is very inexpensive, or has a substantial amount 5
paid from outside sources
4111 • the project costs are realistic and its fiscal benefits are proportional to its costs 0
• theproject costs are totallyreliant on the capital budget and are not realistic at this -5
time without a major funding event
IV. Impact on Service Levels
• the project will have a very positive effect on town service levels and/or the project 5
brings the town up to a required service level
at
• the1
roject will not change current service levels 0
P
• the project will have a significant negative impact on current service levels -5
�r
V. Impact on Operation and Maintenance
• the project significantly reduces O&M costs and staffing
• theP roject will not negatively effect O&M costs or require new staffing 0
11111
requires
• theproject extraordinary O&M costs and additional staffing -5
,f VI. Legal Ramifications
AP • theJ
roject answers a threatening litigious situation or legal mandate 5
de
P
• the project will not address any legal issues 0
�
• theJ
roject will expose the Town to litigation -5
P
Pro
VII. Relationship to OtherProjects/Coordination
air
17
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w
•
Capital Improvements Plan FY 2001-'06 •
• the project is coordinated with other project(s) to create significant savings of time 5 •41)
and money, and convenience +�
• the project does not relate to or effect other projects p •
• the project clashes with other project(s) to create significant costs in time and money, -5 •
and inconvenience
r
IP
110
r
18
� Capital Improvements Plan FY 2001-'06
• IV. CAPITAL IMPROVEMENT PROGRAM FY 2001-`02
The purpose of this chapter is to present the Town of Oro Valley CIP for the next five fiscal years.
� It presents the next fiscal year's capital budget in detail. The funding for the next four years is
provided in Appendix B.
FY 2001-`02 CAPITAL IMPROVEMENTS PROGRAM FUNDING
•• Available Funds
•
�► Funding for projects included in the Town's CIP is derived from a variety of sources, including
� the General Fund, the Public Transportation Fund, the Highway Fund, and the Townwide
• Roadway Development Impact Fees Fund. Primary revenue sources of the General Fund
• include local sales taxes, state shared income and sales taxes, County auto lieu tax collections,
• state and federal grants, and license and permit fees. Expenditures of the General Fund may
be made for all municipal purposes.
Primary revenue sources of the Highway Fund include state shared fuels taxes and federal
di
VA grants. Expenditures from this fund are legally limited to roadway and transportation related
• items. Roadway development impact fees are collected at the issuance of a building permit on
the construction of all single family and multi-family residential units. Expenditures may only be
made for roadway system capacity improvements.
at Funding in the amount of $5,080,000 for the construction of a Town library is included in the FY
•
2000-'01 budget. Construction will most likely begin in FY 2001-`02.
•
Current revenues are insufficient to fund all of the submitted project requests. In developing the
CIP, a comprehensive review of all available financial resources was made. The following options
were considered when analyzing potential funding sources for CIP Projects:
1. Pay-as-you-go out of current revenues.
2. Borrowing, which could include issuance of bonds.
3. Certificates of participation, paid back by town revenues.
•
t 19
Capital Improvements Plan FY 2001-'06
•
•
V. IMPLEMENTATION •
The success of a plan or a planning process is measured by the success of its implementation. To •
•
effectively implement the CIP the following program was developed.
•
GENERAL GUIDELINES
Adoption ..
The Oro Valley CIP five year program capital budget shall be reviewed by the Planning and Zoning
Commission and adopted by the Town Council. Upon adoption, the Oro Valley CIP will be
published and widely distributed. The Oro Valley CIP will be annually updated, reviewed by the
Planning and Zoning Commission, and adopted by the Town Council by March of each year.
Capital Budget
The capital budget will be used in developing the annual Town budget. The CIP will be the
foundation for each year's capital expenditures.
Quarterly Reports
Department Heads are responsible for preparing quarterly reports on the status of capital projects
in the first year capital budget. The reports shall be made to the Town Manager and the Finance
Director shall document the status. The Town Manager shall make a report to the Town Council
quarterly or more often if deemed necessary, on the status of the CIP.
Technical Advisory Committee
The Technical Advisory Committee (TAC), which is composed of citizens, a utility representative, a s
Council representative, department representatives, board and commission representatives, •
citizens, and town staff shall reconvene at least three months prior to the adoption of the CIP each
year. The purpose of the TAC will be to identify new capital projects to be added to the CIP, review
and/or modify evaluation criteria, evaluate CIP projects, and produce an updated CIP. The Town
of Oro Valley may want to use an outside facilitator each year during the project evaluation process
to ensure objectivity and consistency in ranking of the projects. (See Implementation of the
Decision Making Matrix below for more detail)
28
Capita! Improvements Plan FY 2001-'06
Public Involvement
Citizen involvement is an important element of the plan. This involvement could entail participation
at Town Hall meetings, community surveys, public hearings, focus group meetings, membership
on the TAC, newspaper articles, etc.
IMPLEMENTATION OF THE DECISION MAKING MATRIX
The Decision-Making Matrix is composed of the evaluation criteria and the weights. It is used to
rank all projects, excluding assumption projects, for the next fiscal year. This is done by assigning
points to each project against each criterion on a scale of -5 to 5, with 5 being the most favorable
rating. The TAC assigns the points. The scores are then multiplied by the weight of the criterion
� and the results are totaled to yield a total score for each project. The projects are then ranked,
• highest to lowest, by funding category, according to their total ratings. They are funded in order of
SP rank until there are no more projected capital funds available.
•
The Technical Advisory Committee (TAC) works as a team to evaluate and rank the projects.
•
• They first determine if a project is an assumption project per the definition. Then, if it is not, they
rate it using the decision matrix. All decisions are made by a consensus of the TAC. The following
Alp is the process for carrying out this phase of the CIP:
or
f
Step 1: Re-visit the Evaluation Criteria
The TAC shall meet to discuss the Evaluation Criteria. At this meeting, it will be decided if the
criteria used the previous year are still appropriate to the Town's current situation. Influences from
both inside the Town and from external forces could necessitate the elimination, change, or
addition of evaluation criteria.
is
op After the Evaluation Criteria are agreed upon, the TAO must then analyze the Numerical Weighting
Factor given to each criterion. It is the purpose of this factor to prioritize the Evaluation Criteria in
order of importance. Factors such as, citizen's changing attitudes and/or governmental mandates
may lead to changes in the Numerical Weighting Factors.
46.
� When the TAC has agreed upon the Evaluation Criteria and their appropriate Numerical
• Weightings, any changes must be presented to the Town Council for approval before the process
1114 29
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Capital Improvements Plan FY 2007-'06
can proceed. Presenters to the Council should be prepared to justify recommended changes.
Step 2: Project Requests Submittal
Project Sheets will be submitted by Department Heads to the TAC for evaluation on a standard
form (shown in Appendix F) provided by staff. Additionally, any projects that were submitted in a
previous year(s) and are still considered to be needed should be updated and re-submitted. Any
changes to the status of the project (e.g., a new funding source found or a change in departmental
priority) should be included on the Project Sheets to ensure proper evaluation. Department Heads
are encouraged throughout the year to aggressively pursue new avenues to enhance the feasibility
of projects.
Project Sheets must contain the following information to be considered for evaluation:
1. Project name and department.
2. Description of the project and why it is necessary.
3. Time line of the proposed project.
4. Project budget tied into the time line.
5. Potential and/or existing funding sources: Include an evaluation on the feasibility of •
contracting out the work versus purchasing equipment and doing it in-house. In
larger project costs like parks, include the costs of support equipment.
6. Projected operating and maintenance costs of the capital item and support equipment.
7. Projected cost savings due to increased efficiency, decreased maintenance, etc.
Project sheets will be reviewed by a subcommittee of the TAC and support staff to ensure that
they are acceptable prior to presentation to the CIP TAC. Project Sheets must be submitted by 10,
the deadline set each year by the TAC. If a project sheet is submitted after the deadline, the •
Town Manager and Department Head will evaluate the request and decide if it could not have •
been anticipated for the submittal deadline and if it is a critical need. If it meets these two
criteria it will be forwarded to the CIP TAC for consideration.
Step 3: Determining the Capital Budget
The Town Finance Director shall determine the amount of funds that can be placed in the CIP
Capital Account for the pending year. Funding for additional projects can only be allocated after all
projects currently underway are accounted for.
30
Capital Improvements Plan FY 2001-'06
Step 4: Evaluation of Projects by the Technical Advisory Committee
The TAC shall evaluate all Project requests. Each Project will receive a score from —5 to 5 in
relation to each of the evaluation criteria. The projects will then be given a numerical total (the sum
of the criteria weights times the scores) and placed in order of priority on a report of projects by
funding category.cate o . This prioritized list will show the fund requests by funding category for each of
the five fiscal years in the plan.
Step 5: Creation of Next Fiscal Year's Capital Budget
After the projects have been prioritized and reports distributed to the TAC, a meeting will be held to
determine the next Fiscal Year's Capital Budget. This budget will recommend which projects
should be funded in the next year. The following steps must be taken to evaluate and finance the
projects:
1. All Assumption Projects must be funded first and deducted from the appropriate Capital
Budget fund.
2. If there are more funds available for Capital Projects, the TAC must then use the CIP
Prioritized Projects List to determine which project(s) should be funded.
3. The highest priority project on the prioritized project list for the next fiscal year must then be
identified. These questions need to be asked:
• Are there other projects rated higher that will be competing for the same funding source
in later years?
• If so, should this money be banked for these projects instead of being spent on this
year's top priority?
• Does another project need to be completed as a precursor to a higher-rated project in
the future?
• Is there a financing alternative that could be used to fund this project and thereby
release funds for other lower rated projects?
If it is determined that the year's top priority project is financially feasible and will not jeopardize the
ability to fund future projects that are rated higher, the Project may be included in the Capital
Budget of that year.
31
Capital Improvements Plan FY 2001-'06
If the funds remain at this point, the second highest rated Project from the prioritized project list
shall be examined in the same fashion. This procedure shall continue until all of next year's Capital
Funds have been exhausted or banked to fund future projects, or all projects have been funded. If
there are not sufficient funds for the next ranked project but there are funds remaining, those funds
are to be placed as carry-over, non-project-specific, in the next fiscal year's budget.
Step 6: Disposition of Unfunded Projects
There may be lower-ranked projects that do not make it into the Annual Capital Budget. These
Projects may be updated and re-submitted for the next year, or subsequent years, when the TAC
Evaluation Process begins for the next Fiscal Year. These projects also may be funded later in the
next fiscal year if additional funds become available.
Step 7: Implementation of the CIP throughout the Fiscal Year
The CIP TAC acknowledges that they are working with estimates of project costs and funds
available. Therefore the TAC will meet mid-way through each fiscal year to review the status of
currently funded projects and recommend any necessary changes.
Step 8: Amend the CIP with the budget adopted by the Town Council
The final adopted budget will be used to amend the CIP. The monies required to amend the
CIP will be funded from the approved CIP budget (by replacing other, funded projects or from
the Council Contingency fund.
Step 9: Annual Review of the Capital Improvements Plan
The CIP process is repeated annually to develop a capital budget for next fiscal year and a plan for
the subsequent four years.
32
Capital Improvements Plan FY 2001-'06
APPENDICES
APPENDIX A: GLOSSARY OF TERMS
The following is a Glossary of Terms to be used in reviewing the Oro Valley Capital Improvement
Plan. The terms are used throughout the document and are important in the infrastructure
planning process.
Assumption projects - Projects that are deemed absolutely essential to the operation of the
Town, ongoing operating capital purchases that replace existing equipment outlined by the
departmental equipment replacement program, projects that have designated funding for all or a
majority of the project and replacement of vehicles pursuant to standard operating procedure #34.
These projects will receive priority funding from the CIP Capital Account and will not go through the
project evaluation procedure.
Bond - A written promise to pay (debt) a specified sum of money (called principal or face value) at
a specified future date (called the maturity date[s]) along with periodic interest paid at a specified
percentage of the principal (interest rate). Bonds are typically used for long-term debt.
Capital Account/Budget - The capital budget is the approved fiscal commitment to develop
capital projects within the current fiscal year. It appears in the annual financial plan.
Capital Improvement Plan - The Capital Improvement Plan (CIP) is a comprehensive, five-year
plan of capital projects that identifies priorities as to need, method of financing, cost, and
associated revenues. The plan is a guide for identifying current and future fiscal year requirements
and becomes the basis for determining the annual capital budget. The CIP is reviewed, updated
and annually adopted by the Town Council.
Capital improvement policies - Locally accepted policies that identify the amount of funds to be
expended annually through budget and borrowing as well as terms and conditions for obligating
those funds. These policies also outline how the Town does business in dealing with infrastructure
planning.
33
Capital Improvements Plan FY 2001-'06
Capital Projects - Projects that cost over $10,000, have an expected useful life of two years or
more, and become an asset of the Town. The only exceptions to this definition are police patrol
units, which may have a useful life of less than two years but will still be considered capital projects.
Certificate of Participation (COP) - Obligation of a public entity based on a lease or installment
sale agreement.
Community Development Block Grants (CDBG) - Arizona Department of Commerce grants to
communities that can be used for a wide range of activities including infrastructure, housing
rehabilitation, economic development, planning and public services. Exact activity must principally
benefit low or moderate-income persons, prevent or eliminate slums or blight, or meet other urgent
community needs.
Credit ratings - An independent rating service's evaluation of the credit worthiness of notes and
bonds. Ratings influence the cost of borrowing.
Debt - Funds owed as a result of borrowing.
Debt financing -The financial policy of borrowing capital to develop a public facility and pay off the
debt over a set number of years.
Debt service - The amount of funds needed to pay principal and interest on outstanding bonds for
a given year or series of years.
Development Impact Fee Ordinance (DIFO) - A town ordinance that requires a monetary charge
on development to recoup a proportionate share of the public capital costs required to
accommodate that development with necessary public facilities.
Discretionary revenues - Revenues that are not obligated for particular expenditures.
Efficiency Improvement Projects - Projects that provide a positive cost/benefit ratio through the
improvement of efficiencies. Specifically, they will have less than a three-year payback and their
life span will be greater than their payback period. To qualify for this designation, a project's
34
Capital Improvements Plan FY 2001-'06
i
benefits must be quantified.
Financial analysis -A study of the cash flow and financial capabilities of a jurisdiction to determine
� its funding capacity and fiscal health.
� Fiscal Year(FY)-The Town's business year beginning July 1st and running through June 30th.
1
a
• General Obligation (G.O.) Bonds -A bond secured by the pledge of Oro Valley's full faith, credit,
• and taxing power.
• General Fund - Discretionary funds that are not specifically earmarked for a project and may be
used for the Town's operations.
•
* Grants-This funding source includes State and Federal grants.
• Heritage Fund - Arizona State Parks matching grant programs for acquisition or development of
public outdoor recreation areas and facilities.
• Highway Users Revenue Fund (HURF) - Established by state legislation and is administered by
the State Department of Revenue. Revenue for the fund is derived from gasoline tax, truck weight
•
O fees, and various license fees imposed on motor vehicles.
Infrastructure - Public support structures such as roads, street lighting, and water lines/facilities.
Impact fees - Monetary payments made by builders or developers to defray the public costs of
providing infrastructure to a development.
•
• Improvement District - An area of the community where infrastructure improvements have been
made and are being paid for by the citizens who directly benefit from the improvements over a
period of years.
Lease payment-The rent or service fee paid for the use of a facility.
•
• 35
Capital Improvements Plan FY 2001-'06
Lease-purchase - This method of financing allows the Town to construct or acquire property and
pay for it over a period of time by installment payments rather than an outright purchase. The time
payments include an interest charge that is typically reduced because the recipient does not have
to pay income tax on the interest.
Long-term debt- Borrowed funding with a maturity of at least one-year.
Local Transportation Assistance Fund (LTAF)- Funds generated from the Arizona State Lottery
and are earmarked for transportation purposes to towns and cities in Arizona. The LTAF is
distributed to cities based on the percentage of population.
Matching requirements - The Town's contribution to a project or function required by a funding
source as the basis for the funder's contribution. Matching requirements are frequently imposed as
a proportionate share of the overall contribution.
Operating budget - The planned expenditure of funds, excluding capital expenditures, for
operations (e.g., salaries, routine maintenance, and supplies).
Operational Capital - Funding made available for the overall day-to-day operations of the Town,
such as lease-purchase programs for Police Department vehicles.
Pay-as-you-go - The financial policy of capital outlays from current revenues rather than from
borrowed funds.
Property tax - The traditional system of local taxation under which owners of property pay taxes
based on the value of their property.
Public facilities - Facilities, such as libraries, civic centers, and police and fire stations sponsored
by the locality for public use and service.
Public/Private ventures - Cooperative projects in which both the public and private sectors
contribute to the development, operation, and use of a facility.
36
Capital Improvements Plan FY 2001-'06
Public utilities - Basic public services such as water, electricity, and telephones that may be
provided by either the public or private sector but that are publicly regulated to provide widespread
service and to protect the public interest.
Rated projects - Projects that are rated by the Decision-Making Matrix procedure and placed in
their prioritized order.
Revenue bonds - A bond payable solely from revenues derived from tolls, charges, or rents paid
by users of a facility constructed with the proceeds of the bond issue. For example, parking fees
often pay off a bond used to construct parking facilities.
Service levels -The amount or standard of service Oro Valley provides to its citizens.
Special assessment districts - Charges assessed against properties in a limited area in
exchange for special benefits conferred by a public improvement in the same section of the
community.
Special taxes - Usually voter-approved taxes whose revenues are designated for a particular
project.
Strategic planning - The planning process used to capitalize on currently optimum needs and
opportunities.
Taxable bonds - Municipal bonds whose interest earnings are subject to federal income taxation
under the Internal Revenue Code.
Tax base -A community's total property, resources, and wealth subject to taxation.
Tax-exempt financing - The financing of a project through the use of bonds that exempts
bondholders from taxes on interest earned from the bonds.
Transfer payment - Gifts of money from one government entity to another, typically from the
federal or state government to a local government.
37
Capital Improvements Plan FY 2001-'08
User charge -A fee imposed on facility or service users for upkeep and operations.
Useful life - The number of years a facility or capital item is expected to last before it must be
replaced or undergo major renovation.
38
Capital improvements Plan FY 2001-'06
fit
• APPENDIX B: PROJECT REQUESTS FY 2002-'03 TO FY 2005-'06
a
General Fund Requests
Proj.# Dept. 2002-03 Funds 2003-04 Funds 2004-05 Funds 2005-06 Funds
Town Other Town Other Town Other Town Other
GF2 PD $166,000 $172,000 $177,000 $183,000
GF22 IS 48,000 48,000 20,000 20,000
PT1 PT 6,000 100,000 6,000 100,000 6,000 100,000
G F 1 PD 15,000 16,000 17,000 18,000
• G F 12 PR 30,000
fb
• G F 16 PR 100,000
• G F 15 PR 20,000
• GF3 PD/OT 41,000 21,000 44,000 22,000 45,500 22,500 47,500 23,500
• GF8 PD 14,000 15,000
•
G F 17 PR 915,000 3,000,000 3,000,000
410
GF26 CD 50,000 2,550,000
IP GF19 BS 17,870 19,657 21,500 23,200
OD GF24 PZ 70,000 50,000 50,000 50,000
G F20 PW/ 1,200,000 400,000 1,000,000 2,000,000 1,000,000 2,000,000
CD/PD
GF25 PZ 100,000 100,000 100,000 100,000
TOTAL $2,786,870 421,000 7,005,657 2,122,000 4,452,000 2,122,500 447,700 123,500
r
•
111
S
•
411
S
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Capital Improvements Plan FY 2001-'06
HIGHWAY FUND
Proj.# Dept. 2002-03 Funds 2003-04 Funds 2004-05 Funds 2005-06 Funds
Town Other Town Other Town Other Town Other
H F 1 PW $250,000 $300,000 $300,000 $325,000
HF2 PW 315,000
HF3 PW 350,000
HF4 PW 27,000
HF6 PW 20,000 20,000 20,000 20,000
HF7 PW 80,000
HF9 PW 30,000 30,000
H F 10 PW 50,000
H F 11 PW 150,000
H F 13 PW 75,000
H F 14 PW 40,000
H F 15 PW 35,000
H F 16 PW 25,000
H F 17 PW 160,000 160,000 160,000
H F 18 PW 75,000
H F20 PW 25,000
HF21 PW 25,000
HF22 PW 20,000
HF25 PW 800,000
HF27 PW 100,000 650,000
HF28 PW 300,000
HF29 PW 100,000 100,000 100,000 100,000
H F30 PW 600,000
HF31 PW 300,000
HF32 PW 10,000 10,000 10,000 10,000
TOTAL $3,267,000 315,000 920,000 650,000 670,000 455,000
40
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S
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Capital Improvements Plan FY 2001-'06
S
S
TOWNWIDE ROADWAY IMPACT FEES FUND
• Proj. # Dept. 2002-03 Funds 2003-04 Funds 2004-05 Funds 2005-06 Funds
•
Town Other Town Other Town Other Town Other
TW1 PW $18,000
TW4 PW 15,000 285,000
TW5 PW 30,000 470,000 740,000
TW 6 PW 10,000 190,000 1,100,000 4,000,000
•
TW 7 PW 930,000
TW 8 PW 200,000 4,300,000
TW 9 PW 100,000 1,500,000
TW 10 PW 240,000 650,000
TW 11 PW 450,000 200,000 100,000 200,000 100,000 200,000 100,000
TW 12 PW
TW 13 PW 46,000 782,000 12,000 188,000 12,000 188,000
TW 14 PW 2,015,000 405,000
TW 15 PW 400,000
TW 16 PW 265,000 5,455,000
TOTAL $1,524,00011,437,000222,000 5,923,000 452,000 1,388,000 200,000 4,750,000
41
Capital Improvements Plan FY 2001-'06
APPENDIX C: PROJECT DESCRIPTIONS
GF1 — Mobile Data Terminals (MDT)
Fifth year of five year phase in MDT computers for patrol vehicles. These units allow officers to
run a variety of inquires while passing scrambled/sensitive and/or confidential information
between units and dispatchers.
GF2— Replacement Program for Marked Patrol Vehicles
o--
Replacement of marked patrol vehicles that exceed 100,000 miles
GF3— Replacement Program for Unmarked Admin Vehicles
Replacement of unmarked admin vehicles that exceed 100,000 miles
GF4— Communications Facility
750 square foot addition to the east wall of Police Communications Center. Use present area
for MIS/storage. Keep access to kitchen/bathroom/supervisor's office. Four new consoles and
related furniture.
GF6— La Canada Access/Secured Parking
Bring driveway in from La Canada near sallyport, complete parking area and create
secured/gated parking for police vehicles and police employees.
GF8— Voice Recognition Software
Allows officers to record their narratives and search warrants through high quality digital voice
sensitized individual recording methods. The dictated word is automatically transcribed into
written work in real time. It will also improve the quality of witness interview documents. Two-
year phase in project. First year starting with DUI Units/Detectives/Accident Investigators.
GF9— Prisoner Transport Van
The court needs a multipurpose van, equipped with safety/security screening and other prisoner
security features to transport multiple in custody defendants between the Pima County Jail and
the Court.
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Capital Improvements Plan FY 2001-'06
GF10— Playground Shade Structure
A shade structure to cover the children's playground equipment at the Canada del Oro
Riverfront Park.
GF11 — Park Furniture
Replacement picnic tables for Dennis Weaver Park (12); additional picnic tables for CDO
Riverfront Park (6); and park benches for CDO Riverfront Park (12).
GF12 — Parking Lot/Parks Vacuum Cleaner
This is a vacuum that would be used to pick up debris and trash in the parks and parking lots.
GF13— Gators (Replacements)
Replacement for two Gators utilized for park maintenance, park monitoring, and special events,
these are small, golf cart type utility vehicles with two seats.
GF14— Small Pick-up Truck
Additional truck for Parks and Recreation Division.
GF15— Irrigation Upgrades — Dennis Weaver Park
Irrigation upgrades to standardize and computerize all irrigation within the park, including the
purchase of a weather station to service both CDO Riverfront park and Dennis Weaver Park.
This will allow the Parks and Recreation Division to implement a water conservation program
that will minimize the amount of water used for turf.
GF16— Dennis Weaver Park Field Lighting Upgrade
Upgrade lighting on two existing soccer fields.
GF17 — Copper Creek Ridge/Naranja State Land Site Development
Based on the completion of the Master Plan for the Copper Creek Ridge Site (40 acres) and the
Naranja State Land (173 acres), develop the property to meet the identified needs.
GF18— Maintenance Building for CDO Riverfront Park
Small maintenance building (12' X 8') with air conditioning and heat for use by the parks and
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Capital Improvements Plan FY 2001-'05
recreation maintenance staff working in the CDO Riverfront Park.
GF19— Building Safety Division Two New Vehicles
The Building Safety Division Vehicle Replacement Program.
GF20—Town Facilities
This is a combination of requests for an operations center for Public Works, Water, and Parks
field staff, a new Police property and I.D. facility, a new Police and staff physical training area,
and expansion of offices to house Community Development personnel (in part to replace the
modular used by building inspectors).
GF21 —Office 2000 Upgrade
Upgrade all workstations from Microsoft Office 97 to Microsoft Office 2000.
GF22 — Computer Replacement Program
Replace 30 of the Town's computers that are over 5 years old.
GF23 — Field Inspector Vehicles (Addition)
One mid-sized pick-up truck for field inspections and other zoning enforcement activities.
GF24— Implementation of the Town-wide GIS Plan
These are the funds needed to implement the GIS plan by purchasing hardware, software, and
data for all departments in the Town. An additional $130,000 will be needed for training and
consultants. It is anticipated that the plan will expand GIS and its associated technologies and
personnel to serve Police, Water, Public Works, Community Development, other Town staff,
and the Public.
GF25— Implementation of the ESL Plan
These are the funds needed to implement the Environmentally Sensitive Lands plan by
purchasing lands that have been classified as a high priority for preservation and which are
threatened by development. The draft plan calls for the establishment of a committee (similar to
the CIP TAC) to administer the funds on an annual basis, determining which sites are the
highest priority and recommending the actions required (including purchase) to preserve those
44
Capital Improvements Plan FY 2001-'06
lands.
GF26—Oro Valley Public Library, Phase II
Complete the improvements to the 10,000 square foot building shell built during Phase I.
PT1 —Transit Plan
Coyote Run vehicles new/replacement.
PT2— Oro Valley Transit Services/Coyote Run Replacement Vehicles #1 & #2
Two (2) replacement vehicles for use in the Town of Oro Valley's Transit Services Division.
Primarily this vehicle will be used for Coyote Run but should have the flexibility to be used in
Townwide functions.
PT4— Oro Valley Transit Services/Coyote Run Vehicle #3
Expansion vehicle for use in the Town of Oro Valley's Transit Services Division. Primarily this
vehicle will be used for Coyote Run but should have the flexibility to be used in Townwide
functions.
HF1 —Townwide Drainage Program Implementation
Implement Townwide drainage study.
HF2 — Mutter's Wash
Flood control.
HF3 — Highlands Wash
Flood control channel and box culvert for Highlands Wash.
HF4 — Pickup Truck
HF5 — Automated Hydrology Standards/Review
Automated database, standards manual and drainage review system.
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Capital Improvements Plan FY 2001-'06
HF6 — Pickup
HF7 - Backhoe
Purchase additional backhoe.
HF8 —Crack Sealer
Replace crack sealer machine.
HF9 — Pickup Crew-Cab
HF10 — Dump Truck
Purchase additional 12-yard dump truck.
HF11 - Loader
Purchase additional loader.
HF12 — Message Board
Purchase new message board that is identical to existing portable solar powered message
board.
HF13 — Patch Truck
HF14 — Sign Truck
Purchase truck geared for sign repairs and replacements.
HF15 — Skid Loader
Purchase new "mini-loader"to access small drainage-ways, easements and shoulders.
HF16 - Sky-Jack (Tow-Lift)
Purchase new Sky Jack.
HF17 — Regenerative Air or Vacuum Street Sweeper
Replace mobile sweeper M405.
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Capital Improvements Plan FY 2001-'06
HF18 — Water Truck
HF20 — Replace Pool Pickup (E-1004)
Replace 1994 Ford F-150 pickup truck (E-1004).
HF21 — Replace Pool Truck (E-1005) Bronco
Replace 1995 Ford Bronco.
HF22 — Pickup
HF23 —Tangerine Heights/Tangerine Meadows
Reconstruction of 4 cul-de-sac.
HF24— Rancho Vistoso Boulevard
Design, mill, reconstruct, overlay and strip .75 mile of Rancho Vistoso Boulevard w/o Oracle
Road.
HF25 — Oro Valley Estates
Reconstruction/overlay
HF26 — Monte Del Oro
Slurry/crack seal the pavement.
HF27 — La Cholla Safety Improvements
Reconstruction existing two lanes La Cholla Road with bike lanes and safety improvement from
south Town limits to Tangerine.
HF28 — Calle Buena Vista; Calle Concordia to Linda Vista
Provide 6' paved shoulders and drainage.
HF29 — Bridge Deck Repair Joint
Townwide bridge repair.
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Capital Improvements Plan FY 2001-'06
HF30 — Sun City
Slurry/crack seaVoverlay (pavement rehabilitation)
HF31 — Pusch Ridge Estates
Subsidence in the roadway, drainage
HF32 — ADA Ramps Upgrades
Upgrade ramps Townwide to meet ADA requirements.
TW1 — Pickup Truck
Pickup truck to replace 89 Mazda pickup.
TW2— DPW SW/TP Truck
Pickup truck
TW4—Tangerine Road, First Avenue to La Canada Drive
Reconstruct 2-4 lanes with detached multi-use path.
TW5— Naranja; La Cholla to First Avenue
Reconstruction of existing 2 lanes and add 6 feet paved shoulders from La Cholla to First Ave.
with detached multi-use path and safety improvement from west Town limits to First Avenue.
TW6— Lambert Lane Widening
Reconstruction of Lambert Lane to 4 lanes from First Ave. to Rancho Sonoro.
TW7— Lambert Lane Safety Improvements
Reconstruction of Lambert Lane west of La Canada with bike lanes and safety improvement
from west Town limits to First Avenue.
TW8 — Lambert lane Connection (Pusch View Extension)
Construction of a 4 lane new bridge at CDO wash at old Pusch view connection with Lambert
Lane.
TW9— La Canada Widening (Naranja to Tangerine)
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Capital Improvements Plan FY 2001-'06
Reconstruction of La Canada Drive to 4 lanes from Naranja to Tangerine
TW10— Hardy/Northern Intersection Realignment
Reconstruct Hardy from Oracle to Northern existing 2 lanes and realign Hardy and Northern
intersection.
TW11 — Multi-use Lanes (Bike & Pedestrian Plan Implementation)
Construct multi-use lanes townwide.
TW12— La Canada Drive (Lambert to Ina)
Reconstruction and widening of La Canada Drive from Lambert Lane to Ina Road. This will
include a raised landscape median, 2 lanes in each direction, multi-use lanes for transits and
bicycle lanes, outside curb and storm drain and noise mitigation where warranted.
TW13 — La Canada Drive Extension —Tangerine to Moore
Final design and construction of new 4-lane roadway, bike lanes and sidewalks.
TW14 — Tangerine Road — West of La Canada to Town Limits and La Cholla/Tangerine
Intersection Realignment
Reconstruct existing two lanes
TW15— Calle Concordia at CDO High
Add an additional lane for left turn movement CDO High; Oracle to just west of CDO High, SM!
and drainage.
TW16— First Avenue, Oracle to Tangerine
Reconstruct and widen 4 lanes
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Capital Improvements Plan FY 2001-'06
APPENDIX D: SPECIFIC COMMENTS FROM RESIDENTS
Bicycle lanes
• Bicycle lanes on Moore Rd, Oracle Rd, Palisades, Tangerine Rd, Naranja, La Cholla, La
Canada, First Ave
• Bike lanes not golf lanes
Drainage
• Drainage on Lambert Lane
• Flooding on Tangerine Rd needs to be fixed!
• Reduce flooding in ram's canyon, Complete drainage facilities
Police cars
• Automotive radar
• Increased patrol for speeders
• More police cars
• More speed limit enforcement on Rancho Vistoso & Del Webb Blvd.
• OV police are over-staffed for our town
• Please decide on one speed in the town, Police department computers
• Police service - best we can afford, red light cameras
Roadway improvements
• Accept streets from Catalina Shadows
• Alternate exit of Rancho Vistoso
• Another crossing for Oro Valley wash, Bridge at First and Naranja
• Bridge at CDO wash on La Canada and Overton and La Cholla
• Build overpass on La Cholla over wash
• Change name of First Ave. to Rancho Vistoso Blvd.
• Fill potholes
• Sign at Choctaw & Spanish Garden
• First Street at Palisades for left turn lane
• Fix intersection of Hardy Rd & Northern
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Capital Improvements Plan FY 2001-'06
• Fix tie-up at First Ave and Oracle Rd
• Flashing yellow light on Tangerine Rd and First Ave
• Improve right- of- ways
• Improve traffic entry to La Canada from Rancho Sonora
• Lambert Lane and First rock work is a waste of money
• Landscape Pioneer way, median strip on Oracle Rd
• • Left turn lane from Palisades onto First, Lambert Lane to Pistachio, green arrow at Rancho
IP
411 Vistoso
40 • Lengthen left turn Oracle and Rancho Vistoso Blvd.
• • Light at Tangerine Rd & Copper Spring Trail
• Light up the streets at night
• Paved pathfrom Greenock reeno k to First Ave.
ao c
• Pick-up garbage off of roadways
• • Realign Palisades with Tangelo and install a traffic light
• Reduce lighting on Rancho Vistoso Blvd.
S • Remove bump on bridge on First Ave.
• • Remove 1
light at Naranja & First Ave
g
•
• Remove trees & shrubs from La Canada Wash
• • Repair approach to bridge over Canada Del Oro, First Ave. near Fry's and Home Depot
• Residential areas are dark at night
•
• Sidewalks and safe walking paths
• Sound wall on Tangerine Rd between La Canada Dr & First Ave
Street beautification, landscape the streets, cut weeds in the median
a • Synchronize traffic lights
• Traffic light at Tangerine Rd & First Ave, Greenock & Oracle, La Cholla Blvd and Naranja,
Oracle Rd & Rancho Vistoso, Oracle Rd & Santa Catalina church, Palisades & First Ave,
• Rancho Vistoso & Del Webb, Rancho Vistoso & Woodburne, First Ave & Naranja Dr, La
Cholla Blvd & Lambert Lane
• Traffic lights to replace stop signs
• Waste of taxpayer money to tile the crosswalks
• Widen First Ave, Tangerine, Calle Concordia , Canada Hills, La Canada, La Cholla, and
Oracle Rd, Lambert Rd, and Naranja Rd
51
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Capital Improvements Plan FY 2001-'06
• Widen roads not put lights in
• Widen to 4-way stop at Strada Patania and Mandarin
Improved service at town hall
• Animal control; enforce laws •
•
• Concerted and sustained program to seek and institute efficiency and savings in
government
• Drop off mailbox at curb for bills
• Education is paramount
• Finish outstanding jobs
• Reduce budget, i.e. local taxes
Town Library
• 500 k for a super library
• Allow adequate parking at new library
• Use what is beyond budget now for purchase of reading materials
Transit •
•
• Bus service extended to Tangerine Rd
• Courtesy vans for elderly •
• Mass transit system •
•
• Public transport connection from Oracle & Rancho Vistoso to Tucson I/
• Roofs for bus stops
•
• Safety flashing signals at schools •
• Scheduled bus service with Sun Tran to Tucson
• Transit to Sun City subsidize transportation to airport
•
Parks and Recreational Services
• Acquire open space
• Develop the "calmat" Recreation Park
• All subdivisions should have parks equipped with swing, basketball courts �
i
• Roller blade & skateboarding paths. •
52 i
411
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Capital improvements Plan FY 2001-'06
• Annual carnival, ice arena
• Baseball fields and batting cages
• Bbqs, picnic tables, Ramada
• BMX bicycle track
• Bowling alley
• Community recreation center
• Community theatre
• • Covered public pool
• • Facilities for small children
• • Fenced dog park
e
• Glare shields on lights at Dennis Weaver Park
• • Gun range
• Ironwood botanical garden, health club
• Park in Rancho Vistoso
• Park in Villages of La Canada is "totally useless-how sad-what a waste! Children can stay in
own neighborhood and neighbors could get more acquainted".
• • Park on State Trust land
• Honey Bee Village archeological park
• Patch of grass but rest in wood chips or like material.
• Put in lights at new park
• Recreation Dept. with year round activities
• • • Replace or eliminate tall lights in parks and schools
• Residents assigned to groups to maintain park.
• • River walk with CAP water
• Sand boxes
lb
• • Scenic walking trails
• Senior community center, activity center, form clubs, computer learning center
• Skate park, soccer complex, sports trails
1111
• Steam Pump Ranch historical park
• Summer jobs for kids program
•
• Swings, benches, covers over the play equipment at the Lambert Lane Riverfront Park
• Teen community center
53
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•
Capital Improvements Plan FY 2001-'06
• Tennis court at Wildridge, and in city parks
• Trail connections to the national forest
• Use money for access and trails into the Tortolita Mountains
• Vistoso - community pool
• YMCA - summer programs
• Public golf course
Miscellaneous •
• Advertising art projects •
• Attracting balance of service and good stores •
• Bury electric lines •
• Buy green fields to stop development •
• CAP /Alternate water for parks and golf courses �
• Clean water
• Desert landscaping
• Dim lights at the new Holiday Inn
• Do something about the cluster at First and Oracle
• Encourage entertainment style business f
• Explore programs to save water- water conservation, reclamation, and retention
• Fill all staff positions
• Green buffer along Oracle road for better landscaping
• Highway sign for Sun City
• Home owner association meeting facility •
•
• Honest & efficient government
• I think the people are not provided the service they deserve by utilities
• Improve water rates
• Intersection lighting
• Junior college
• License all bicycles - pay for bike lanes
46.
• Management reserve 41)
• More bike paths, so that residents could ride safely; bike lanes on streets are too hazardous r
• New corporate growth •
i
• New street signs •
54 •
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•
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0 Capital Improvements Plan FY 2001-'06
r
0IP • Nice job on the riverfront park and Lambert Lane pathway
r • Open space as a buffer zone
•
IF • OV becoming a wholesale electricity buyer
• • OV Fire dept.
•
• Oversight department to deal with utilities
t
4 • Planning for controlled but rapid growth
OF • Preserve raw/open desert
*• • Promote more volunteer services like the police dept.
• Provide schools
• Purchase land on Oracle Road to reduce the commercial sprawl
la
. • Purchase State or private land for habitat protection
• • Quit trying to expand
` • Retail business development: "Every time I drive to Oracle and Ina (e.g.: blockbuster video)
instead of La Canada & Lambert for services, I lose 30 minutes of my life - I would rather
spend this time with my kids! "
lik
• Sewers in OVCC area
OF
IIP Miscellaneous Positive Comments
r
• Good job on everything!
de
• Good job on the park and the sidewalk on Lambert Lane
IP
• • Great survey
t' • I like what you have done!
ill • I love Oro valley!
40
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411
IP
•1 • 55
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Capital Improvements Plan FY 2001-'06
APPENDIX E: CIP PUBLIC INPUT SURVEY
11,
t
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al
56
Town of Oro Valley
Needs Your Input to Create a C1P That Meets Your Needs!
Please drop the survey in the mail by Nov 10, 2000
The Town's Capital Improvements Plan (C1P) is a five-year plan of capital projects that
identifies highest priority projects in the Town. Capital Projects are those that cost:over
$10,000, last two or more years, and are an asset to the Town. Road expansion, road
construction, traffic signals, parks, and police cars are examples of capital improvements
(see examples on the back). Personnel, road maintenance, and payments to outside
professionals are not capital improvement projects but are operating & maintenance costs.
(This OP process does not include any improvements to water facilities.)
Assume you have $100,000 to spend on Capital Improvements Projects
for the Town of Oro Valley. How would you choose to spend it?
(Please make sure your total adds up to $100,000)
Project Categories Dollar Amount
• • Roadway Improvements $
i410. • Improved Service at Town Hall $
i • Parks & Recreation Facilities
# • Town Library �
s �
• Transit Services
it • Bicycle Lanes
• Drainage to reduce flooding $
et • Police Service and Cars $
• Other (Please write) • $
TOTAL $ 100,000
AP
Specific Project Requests:
OPTIONAL (FOR PRIZE DRAWING)
lb (To participate in a drawing to win a dinner for two at Cibaria Cucina Italiana, $50.00 value)
• Your Name:
Address:
• Email:
Your name, address, and email will not be used for any purpose other than prize drawing.
10Please put a small piece of tape across top flap to seal before mailing. Thanks for your input.
r
Town of Oro ValleyNO POSTAGE
NECESSARY IF MAILED
htt :/lwww.ci.oro-valie .az.us •p y UNITED STATES
ammimmimr 411,
BUSINESS REPLY MAIL simmommois
FIRST-CLASS MAIL PERMIT NO. 3102 TUCSON AZ imminamme
amemmomms
ammiiimmin
POSTAGE WILL BE PAID BY THE ADDRESSEE
ATTTN: SHANNON RITCHIE ammomme
TOWN OF ORO VALLEY imommumme
11000 N. LA CANADA DRIVE
ORO VALLEY, AZ 85737-3715
Examples of CIP Pr
i
I
Traffic Light at La Canada-Dr&Naranj a Dr
Traffic Li gh.at i.i Ave &Tangerine
gaff c L i s t at First AL Lambert
i
TAN:ERIN: O
NARANJA
a
=
D <
Z LAMOERT
Lambert.Lane Multi-use Path
CDO Ri verfront Park
Capital Improvements Plan FY 2001-'06
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•
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40 APPENDIX F: SAMPLE PROJECT SUBMITTAL SHEET
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� PROJECT SHEET
• FY 2001/02 CAPITAL IMPROVEMENTS PLAN
• REQUEST FOR FUNDING
•
PROJECT NAME: Number:
Department: Department Priority:
0111
• Project Description:
OP
Project Location (if applicable):
le
• Why is it needed?
i
•
When is it needed?
at
•
IP Is it part of an adopted policy/plan? Which:
r
� How does this project implement the Town's General Plan and support the Goals therein?
•
How does this project support other projects and interdepartmental coordination?
•
i
• Was this project on the previous year's CIP? Was it approved? How does this request differ?
oky
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Is this an efficiency improvement project? In what way?
� Please reference any supporting documents:
414
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•
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PROJECT BUDGET
(All Costs in Thousands--$000)
Capital Costs
Please list(in thousands of dollars)the total project cost,the capital funds requested from the Town, and all
probable, outside funding sources that could defray the Town's costs
Fiscal Total Town Outside Funds Outside Funds Outside Funds
Year Cost Funds Amount I Source _ Amount I Source _ Amount l Source
01-02 $ $ $ $ $
02-03 $ $ $ $ $
.
03-04 $ $ $ $ $
04-05 $ $ $ $ $
05-06 $ $ $ $ $
Operating and Maintenance (O&M) Costs
Please list (in thousands of dollars)the total operating and maintenance costs including additional personnel,
leases, and so on associated with this project. List cost savings and the source of the savings (efficiency
improvements, deferred costs, etc.)in the Savings columns. The "Total Cost"for each year is the costs minus
the projected savings.
Fiscal Total Costs Savings Savings
Year Cost Personnel I Other - Amount I Source Amount I Source
01-02 $ $ $ $ $
02-03 i $ $ $ $ $
03-04 $ $ $ $ $
04-05 $ $ $ $ $
05-06 $ $ $ $ $