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HomeMy WebLinkAboutPackets - Council Packets (1070) AGENDA ORO VALLEY TOWN COUNCIL BUDGET WORK SESSION MAY 10, 2005 ORO VALLEY DEVELOPMENT SERVICES HOPI CONFERENCE ROOM 11,000 N. LA CANADA DRIVE CALL TO ORDER: 5:30 P.M. ROLL CALL 1. REVIEW OF MAY 2, 2005 BUDGET SESSION — FOLLOW-UP MEMORANDUM 2. REVIEW OF COMMUNITY DEVELOPMENT A. Community Development Administration Page 166 B. Planning and Zoning Page 189 C. Parks and Recreation Page 202 D. Building Safety Page 240 E. Library Services Page 280 F. Library Construction Fund Page 320 G. Steam Pump Ranch Acquisition Fund Page 329 H. Honey Bee Village Acquisition Fund Page 332 I. Naranja Town Site Page 335 ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk, at 229-4700 POSTED: 05/06/05 4:30 p.m. Ih IVEMORAMUM TO: Mayor and Council FROM: Chuck Sweet, Town Manager David Andrews, Finance Director/Assistant Town Manager Joseph Meyer, Management and Budget Analyst DATE: May 10, 2005 SUBJ: Follow-up Issues from May 2 Budget Review Session A number of issues were raised during the Mayor and Council's Budget Review Session on May 2. This memorandum serves as staff follow-up to these issues. 1) Issue: Pie charts for proposed departmental expenditures Response: At the request of the Mayor, these charts will be distributed for each department/division at the scheduled budget study session. 2) Issue: Telecommunications Survey Response: The Information Technology Division will compile this information and report back to Council. 3) Issue: Validity of 440 single family residential permits assumption Response: Current data provided by the Building Safety Division indicates that 346 permits have been issued through April 30, 2005. This figure annualizes at 415. This issue is being closely monitored. 4) Issue: Miscellaneous Revenue Line Item within the Highway Fund. Response: The Town received these funds from Vistoso Partners to build a traffic signal at the intersection of Tangerine Road and Innovation Park Drive. The traffic signal is now complete. 5) Issue: Accuracy of$100,000 of seizure revenue within the Justice Fund for FY 2005/06. Response: The $100,000 estimated revenue amount is based upon current seizures pending forfeiture adjudication within the court system. G:\BUDGETWY 05-06\Issue-Response 5-10-05.doc 6) Issue: Council Travel and Training Budget. Response: $7,500 will be added for three (3) Council Members to attend the National League of Cities (NLC) Conference. Another $2,500 will be added for board and commission members to attend conference and training sessions. Also, $1,000 will be added for other government agency luncheons with Tucson, Pima County, and Marana, etc. 7) Issue: Funding for Project Graduation. Response: $10,000 has been included in the Council budget for Project Graduation. $10,000 has been deleted from the General Administration budget for the same item. 8) Issue: Estimated Actuals for Town Council Travel and Training line item. Response: The estimated actuals have been revised to $27,000. 9) Issue: Town Council Fax Lines. Response: All fax lines except for the Mayor's office will be cancelled, effective July 1, 2005. 10)Issue: Town Clerk recording fees. Response: $500 was added to the Town Clerk's recording fees budget line item for a total of$1,500. 11) Issue: Ballot by mail election reports. Response: Attached please find a memorandum from the Town Clerk, Kathi Cuvelier. 12) Issue: Town Manager Public Information Services Line Item. Response: The estimated actuals for the Public Information Services line item in FY 2004/05 will be reduced by $12,000 and added to the FY 2005/06 Manager's recommended amount. This results in a total of $24,000 including $12,000 for General Plan Outreach and $12,000 for four (4) newsletters. 13) Issue: Assistant Town Manager hire date of July 1, 2005. Response: Staff was directed to evaluate the accelerated implementation of this position from January 1, 2006 to July 1, 2005. Staff was also directed to evaluate the salary and related costs for O&M/Capital Outlay. A request was also made to review changes in the organizational structure of the Town Manager's Department. Attached please find a memorandum from the Town Manager in regard to these issues. G:\BUDGET\FY 05-06\Issue-Response 5-10-05.doc 14) Issue: Human Resources Analyst Position. Response: There did not appear to be a consensus among the Council relative to this issue. As an informational item, the starting salary and related benefits would total $60,595. This figure includes a salary of$40,040. 15) Issue: Economic Development Budget Supplemental Detail. Response: Attached please find a more thorough breakdown of the supplementary detail for budgetary line items included in the Economic Development Division's budget. 16) Issue: Northern Pima County Chamber of Commerce Funding. Response: Attached please find a response from the Town's Economic Development Administrator, Mr. Jeff Weir. 17) Issue: Prioritized list of Economic Development Marketing Efforts for the $30,325 and $48,500 figures. Response: Attached please find a response from the Town's Economic Development Administrator, Mr. Jeff Weir. 18) Issue: Removal of pages 102-103 from final budget document. Response: Staff will remove the aforementioned pages from the final budget document. 19) Issue: Finance Department Enterprise Resource Software. Response: As directed by Vice-Mayor Gillaspie, staff will develop a timeline and related schedule for project implementation if funding is approved in FY 2005/06. 20) Issue: FY 2005/06 CIP Projects Listing. Response: Attached please find a projects listing for CIP items included in the FY 2005/06 Town Manager's Recommended Budget. 21) Issue: Information Technology Breakdown of Outside Professional Services Line Item. Response: The $8,000 amount for outside professional services is for IKONOS satellite imagery. This is aerial photography with a 3ft. resolution that will be purchased in an annual basis on conjunction with the Town of Marana. Staff intends to purchase aerial photography with a 6" resolution from PAG every other year (FY 2006/07). G:\BUDGET\FY 05-06\Issue-Response 5-10-05.doc Josh Meyer Y Management and Budget Analyst 6-4/1/Ar' David Andrews Fina ce Director 40) �� � Chuck Sweet Town Manager CC: All Department Heads Bob Kovitz, Public Information Officer G:\BUDGET\FY 05-06\Issue-Response 5-10-05.doc MEMORANDUM TO: Oro Valley Mayor and Council FROM: Kathi Cuvelier, Town Clerk DATE: May 4, 2005 SUBJ: Ballot By Mail Election Reports dated December 18, 2002; December 30, 2003 & January 31, 2005 As requested during the Budget Study Session held on Monday, May 2nd, attached are 3 Ballot By Mail Election Reports for your review. Please let me know if you have any further questions or comments. Thank you. c,,,euza,‘ Kathi' E. Cuvelier, CMC Town Clerk Attachments ALLY '1h'/ p1:4"at,,," TOWN OF ORO VALLEY s - ' 11000 N. LA CANADA DRIVE t-- - ORO VALLEY,ARIZONA 85737 Administrative Offices(520)229-4700 Fax(520)297-0428 = �y www.townoforovalley.com t I r_ ;fr qk -LADED • January 31, 2005 The Honorable Ken Bennett President of the Senate 1700 W. Washington Phoenix, Arizona 85007 The Honorable Jim Weiers Speaker of the House of Representatives 1700 W. Washington Phoenix, Arizona 85007 Ballot R.E. Town of Oro Valley, Arizonaby Mail Election held March 9, 2004. Gentlemen: Pursuant to ARS 16-409 B,the Town of Oro Valley, Arizona hereby submits its Mail for the Ballot ByMail Primary Election held on March 9, 2004. Ballot Election Report Due to an oversight, report re ort is being filed past the December 31st deadline. We respectfully apologize to you for this oversight. p y P ballot bymail election conducted by the Town of Oro Valley. This This was the fourth election was the Town'sregularprimary election for 2004 to elect 5 council members to the Oro Valley Town Council. 1. CHANGES IN VOTER TURNOUT: According to the Pima CountyRecorder, as of the voter registration cutoff date of there were 19 910registered voters in Oro Valley town limits. A total February 9, 2004, � this 6,942 voters returned their voted ballots on time. The turnout for election was 34.65%. 2. RELATIVE COSTS OF MAIL BALLOT ELECTIONS COMPARED TO TRADITIONAL ELECTIONS. 01 /31/05 Ballot by Mail Election Report 2 03/09/04 PrimaryElection — Conducted by Mail (Note: Stand alone Election. Cost of election paid entirely by Oro Valley): U.S. Postmaster $ 10,000.00 Pima County Recorder $ 29,321.00 Total Cost $ 39,321.00 05/18/04 General Election — Conducted at the Polling Place due to a consolidated election with Pima County (Note: Since this was a countywide election, the county is obligated to payall pollingplace expenses. Therefore, Oro Valley costs included Pg rintin costs for our ballot and processing of Oro Valley ballots). Elections Operations Services $ 8,569.11 Pima County Division of Elections $ 7,012.95 No charge from Pima County Recorder $ - 0 - (Due to our assistance with early voting at Oro Valley Town Hall) Total Costs $ 15,582.06 The Town conducted their March 9, 2004 Primary Election entirely by mail because there were no other issues in Pima County that would affect Oro Valley voters. However, the Pima Supervisors CountyBoard of Su ervisors called a countywide Bond election to be held on May 18, 2004. Therefore, the Town's May 18, 2004 General Election was conducted as a Polling Place Election to lessen voter confusion. The Town will only conduct ballot by mail elections when there is no other issue on the ballot that affects Oro Valley voters. 3. SUGGESTIONS FOR IMPROVEMENT OR REFINEMENTS IN THE MAIL BALLOT PROGRAM. We have discussed the issue of the mailing date for the ballots. Currently, the Oro Valley Town Council, with agreement by the Pima County Recorder,has determined in each election to mail the ballots on the earliest possible date, 33 days prior to the Election Day. Ballots for the March 9, 2005 Primary Election were mailed out 33 days prior to the election. Whileappears it a ears that almost 50 percent of the voters returned their ballots in the first two weeks after mailing, there continued to be a steady return through the entire election cycle. Based on this information,we do not recommend moving the mailing date closer to the election date at this time. Q 4. FREQUENCY AND SEVERITY OF MAIL BALLOT IRREGULARTIES. appears that a number of Oro Valley residents are not full-time, year round residents. It pp Manytravel or live in other areas during the summer months. While they may notify the Postal Service of a forwarding address, they also notify the Postal Service that they are only temporarily away tem orarilfrom their residence. Since ballots cannot be forwarded by the 01/31/05 Ballot by Mail Election Report 3 Postal Service, ballots for the voters who have temporary holds on their mail are returned to the Pima County Recorder's Office. However, the Postal Service does not provide the forwarding address; the ballots are simply marked "temporarily away." From the initial mailing of ballots, approximately 631 were returned with no forwarding address or forwarded out of the Oro Valley Town Limits and 338 returned with forwarded addresses in Oro Valley resulting in 2nd ballots being mailed. 5. VOTER SATISFACTION WITH THE ELECTION PROCESS. During this Election cycle, no complaints were received from Oro Valley voters. Overall, Oro Valley voters like the convenience of voting by mail and prefer this type of an election rather than a traditional polling place election. Because the Town's May 2004 General Election had to be conducted as a polling place election, we did have several complaints from Oro Valley voters that they wanted to vote by mail as they had done during our March 2004 Primary Election. The Bill coming before the Legislature to allow Counties the opportunity to conduct Ballot By Mail Elections would be beneficial to the voter who has become accustomed to voting by mail and would save the Recorder time and money by being able to mail all ballots at the same time instead of having to mail early ballots throughout the election process when they are requested by the voter. If you have further questions, please contact Pima County Deputy Recorder Chris Roads at (520)740-4340 for more details on this process. SUMMARY: As the Election Official for the Town of Oro Valley, I find that ballot by mail elections are more expensive than "polling place" elections, however, they do appear to insure a higher voter turn-out and our voters like the convenience of voting by mail. Receipt of the election results were timely,with the Pima County Division of Elections providing the Town with unofficial results at 8:01 p.m. Election evening. The final results of this providedWednesday election were on the after the Tuesday, March 9th election. With the assistance of the Pima County Recorder and Division of Elections, I am committed to making the voting process in Oro Valley as convenient and easy as possible and hope to see our voter turn-out rise above 50%. Sincerely, Kathryn E. Cuvelier, CMC Town Clerk Town of Oro Valley, Arizona C: Mayor& Town Council Town Manager December 30, 2003 The Honorable Ken Bennett President of the Senate 1700 W. Washington Phoenix, Arizona 85007 The Honorable Jake Flake Speaker of the House of Representatives 1700 W. Washington Phoenix, Arizona 85007 RE: Town of Oro Valley, Arizona Ballot by Mail Special Election held November 4, 2003. Gentlemen: Pursuant to ARS 16-409 B, the Town of Oro Valley, Arizona hereby submits its Mail Ballot Election Report for the Ballot By Mail Special Election held on November 4, 2003. This was the third ballot by mail election conducted by the Town of Oro Valley. Thep �u ose of the election was to submit the Oro Valley General Plan to our voters. 1. CHANGES IN VOTER TURNOUT: According to the Pima County Recorder, as of the voter registration cutoff date of October 6, 2003, there were 20,491 registered voters in Oro Valley town limits. A total of 8,971 voters returned their voted ballots on time. The turnout for this election was 43.78%. Please note that the official canvass of the election indicates a total voter registration of 20,579, however, Pima County Voter Registration records show that 20,491 is the correct number. 2. RELATIVE COSTS OF MAIL BALLOT ELECTIONS COMPARED TO TRADITIONAL ELECTIONS. 11/04/03 Special Election Division of Elections $ 6,893.94 Pima County Recorder $ 42,001.30 Total Cost $ 48,895.24 12/30/03 Ballot by Mail Election Report 2 3. SUGGESTIONS FOR IMPROVEMENT OR REFINEMENTS IN THE MAIL BALLOT PROGRAM. We have discussed the issue of the mailing date for the ballots. Currently, the Oro Valley Town Council,with agreement by the Pima County Recorder,has determined in each election to mail the ballots on the earliest possible date, 33 days prior to the Election Day. Pima County Recorder records show the following breakdown by week of returned ballots. Ballots were mailed on October 2, 2003. Returned by October 10, 2003 3,119 Between October 11 and October 17 1,704 Between October 18 and October 24 1,458 Between October 25 and October 31 1,267 Between November 1 and November 4 508 A total of 567 replacement ballots were issued and 122 additional voters voted in person either at the Pima County Recorder's Office or at the Oro Valley Town Hall. A significant number of those voters appeared in person on Election Day (November 4, 2003). Given these numbers, while it appears that almost 54 percent of the voters returned their ballots in the first two weeks after mailing, there continued to be a steady return through the entire election cycle. Based on this information, we do not recommend moving the mailing date closer to the election date at this time. 4. FREQUENCY AND SEVERITY OF MAIL BALLOT IRREGULARTIES. A hardware component in the Pima County Recorder's Office computer system malfunctioned in the middle of ballot printing. When the component was replaced, the printing batch restarted at the beginning of the batch even though the printers were in the p g middle of the batch at the time of the malfunction. While other hardware components had failed in the past, the ballot printers had always returned to the spot where the malfunction occurred. As a result, staff did not realize that duplicate ballots were being printed. Approximately 1,000 duplicate ballots were printed and mailed to voters erroneously. Only 35 voters voted and returned both ballots. Steps have been put into place in the Recorder's Office to check for duplicate printings in the future. It appears that a number of Oro Valley residents are not full-time, year round residents. Manytravel or live in other areas during the summer months. While they may notify the Postal Service of a forwarding address, they also notify the Postal Service that they are only temporarily orarily away from their residence. Since ballots cannot be forwarded by the Postal Service, ballots for the voters who have temporary holds on their mail are returned to our office. However, the Postal Service does not provide the forwarding address; the ballots are simply marked "temporarily away." From the initial mailing of ballots, approximately 250 were returned with that notation from the Postal Service. On October 12/30/03 Ballot by Mail Election Report 3 27, 2003, the Recorder's Office mailed second notices to those voters to determine if they were still away. Only five responded that they were back and replacement ballots were issued to those voters. 5. VOTER SATISFACTION WITH THE ELECTION PROCESS. Approximately 15 voters contacted our office or the Pima County Recorder's Office to - saythat they had received two ballots for this election. One of the "temporarily away" voters who did receive and vote a replacement ballot voiced his concern with the Recorder's Office concerning the lack of forwarding information the Postal Service provides on the temporarily absent voters. Overall, Oro Valley voters like the convenience of voting by mail and prefer this type of an election rather than a traditional polling place election. 6. NUMBER OF NONDELIVERABLE BALLOTS The Pima County Recorder reported that a total of 2,522 ballots were returned undeliverable as addressed. Please note that some of these ballots included duplicates i.e., both ballots sent to the voter were returned), but the exact number of duplicates was not tracked. Of those returned, 619 were returned with no forwarding address noted, 567 were returned with forwarding addresses within the limits of the Town of Oro Valley and 1,336 ballots were returned with forwarding addresses that were outside the town limits. Those with forwarding addresses within the town limits were mailed second ballots to their new addresses along with voter registration forms. As the Election Official for the Town of Oro Valley, I find that ballot by mail elections are more expensive than "polling place" elections, however, they do insure a higher voter turn-out. The Pima County Division of Elections provided the Town with unofficial results at 8:01 p.m. Election evening. The final results of this election were provided on the Thursday after the Tuesday,November 4th election. Sincerely, 3J( Ka hryn E. Cuvelier, CMC Town Clerk Town of Oro Valley, Arizona C: Mayor & Town Council Town Manager Pima County Elections Pima County Recorder • LEY Aq TOWN OF ORO VALLEY 77 V ^• 1 000 N. LA CANADA DRIVE - . • ORO VALLEY,ARIZONA 85737 4 Administrative Offices(520)229-4700 Fax(520)297-0428 www.townoforovalley.com ;4!- .• -A °UNDEO�d December 18,2002 The Honorable Randal Gnant President of the Senate 1700 W. Washington Phoenix, Arizona 85007 The Honorable James Weiers Speaker of the House of Representatives - 1700 W. Washington Phoenix,Arizona 85007 RE: Town of Oro Valley, Arizona Ballot by Mail Elections held March 12, 2002 and May 21, 2002. Gentlemen: Pursuant to ARS 16-409 B, the Town of Oro Valley, Arizona hereby submits its Mail Ballot Election Report. For the first time, Oro Valley held a Ballot By Mail Election for our March 02 Primary ElectionMay and our 02 General Election. An increase in voter participation ation did occur for both elections: 1. CHANGES IN VOTER TURNOUT: Election Date # of Registered Voters # of Ballots Cast Voter Turnout 3/14/00 Primary 16,982 4,023 24% (Polling Place) candidates. Ballot Issues —— Nomination for 3 council member seats 9 3/12/02 Primary 17,079 7,105 42% (Ballot By Mail) ion 3 candidates (Mayor elected at Primary Election) Ballot Issues- I Mayor nomination I Council Member nomination--3 candidates. Alternative Expenditure Limitation--Borne Rule Option—Approved Referendum--Annexation question--Annexation Approved • • 12118102 Ballot by Mail Election Report 5116/00 General 17,389 5,450 31% (Polling Place) Ballot issues — 3 Council Member seats— 6 candidates running. 5/21102 General 17,079 6,454 38% (Ballot by Mail) Ballot Issues— 1 Council Member Seat—2 candidates g. 2. RELATIVE COSTS OF MAIL BALLOT ELECTIONS COMPARED TO TRADITIONAL ELECTIONS. 3/14/00 Primary Total Cost $21,586.84 (Polling Place) DivisionElections $ 17,631.64 of Pima County Recorder $ 3,955.20 3/12/02 Primary Total Cost $55.225.07 (Ballot By Mail) Division of Elections lections $ 13,123.99 Pima County.Recorder Mass Mailing/Voter Roll Cleanup $ 7,643.28 -Ballot By Mail Costs $34,457.80 5/16/00 Primary Total Cost $26,713.46 (Polling Place) Division of Elections $ 22,033.91 Pima County Recorder $ 4,679.55 5/21/02 General Total Cost $43,071.16 (Ballot By Mail) Division of Elections $ 4,917.46 Pima County Recorder $ 3 8,15 3.70 3. SUGGESTIONS FOR IMPROVEMENT OR REFINEMENTS IN THE MAIL BALLOT PROGRAM. The certified results of our ballot bymail elections were not received until the Friday Now that ARS 16-558.02 has been amended to allow for after the Tuesday election. N ithe processing of the ballots by mail should assist in receiving counting the first ballot n the results by the day after our election. 4. FREQUENCY AND SEVERITY OF MAIL BALLOT IRREGULARTIES. nor the Pima County Division Neither the Town of Oro Valley of Elections or the Pima County Recorder's Office observed any mail ballot irregularities. . Ballot by Mail Election Report _ 3 12/18/02 6 T 5. VOTER SATISFACTION WITH THE ELECTION PROCESS. 3/12/02 Primary Election: mail election, we March 12, 2002 was the first ballot by Since our Primary Election of spent the money to send out a mailer to everyregisteredistered voter explaining that they would This served two purposes, 1) to clean up the voter be receivingtheir ballot by mall. p�"P . . voter of the change in the voting process. However, registration rolls and 2) to inform the g . � � voters that the process was confusing and that 'd receive some complaints from some w e dl they preferred to vote at the polls. 5/21/02 General Election; s from the voters about General Election, we received During the Town's less complaint positive comments were made their preference to vote at the polls. Many the process and • that the voters loved the convenience of voting by mail. informing us Overall, a vast majority of Oro Valley voters were satisfied with the Ballot By Mail voting process. 6. NUMBER OF NONDELIVERABLE BALLOTS The Pima County Recorder reported that for the March 12, 2002 Primary Election: 17,139 ballots mailed out. 7,061 returned and voted by mail. 53 duplicate ballots issued. Total of 7,114 ballots returned. 353 ballots returned undeliverable. orwardin addresses and new ballots issued. 87 ballots returned with fg The Pima County Recorder reported that for the May 21, 2002 General Election: 17,264 ballots mailed out. 6,483 returned and voted by mail. 15 additional ballots voted on a walk-in basis. 223 duplicate/replacement ballots issued. 25 0 ballots returned undeliverable— estimate. ' sent to each registered voter in Oro Valley, 2,000 Since a Call of Election notice was � the rolls before the voters were eliminated from ballots were mailed (either by incorrect addresses, moving out of Oro Valley, etc). Bycleaning up the voter rolls before the ballots were sent out, the amount of undeliverable ballots were greatly reduced. • Town of Oro Valley, I find that ballot by mail elections As the El ect�on Official for the �'�� lace" elections, however, they do insure a higher voter are more expensive than polling p less concern regarding the receipt of the final results now turn-out. There appears to be g that the citizens are aware of the process, and with the amendment to ARS 16-558.02 s 12/18/02 Ballot of byMail Election Report 4 now allowing that we may count the first ballot in, I anticipate that results of our elections will be known much sooner than the Friday after the Tuesday elections. Sincerely, *c.,. c.,...,46,1. Kathryn E. Cuvelier, CMC Town Clerk Town of Oro Valley, Arizona C: Mayor& Town Council Town Manager Pima County Elections Pima County Recorder NEORN TO: Mayor and Council FROM: Chuck Sweet, Town Manager DATE: May 10, 2005 SUBJ: Assistant Town Manager/Organizational Structure On May 2, 2005, the Town Council directed me to evaluate the implementation of the Assistant Town Manager position. Attached to this memorandum, please find two organizational charts for your review. The first chart (Exhibit A) identifies the Town's organizational structure as proposed in the FY 2004/05 Tentative Budget. The second chart (Exhibit B) outlines the proposed modifications to that organizational Town structure. I am recommending that the following departments report directly to the Assistant Town Manager: • Community Development • Public Works • Finance Council also inquired about the potential cost impact of implementing the Assistant Town Manager on July 1, 2005 in lieu of a January 1, 2006 hire date originally proposed. The impact of this change would have the following financial impact on the Town Manager's and Finance Department's Budgets: Category Town Manager's Finance Department Net Effect Department Salaries $59,733 ($12,502) $47,231 Group Insurance $0 r Benefits $9,685 ($7,831) $1,854 Othe O&M $2,300 $1,450 Capital Outlay ital $2,500 $2,500 Difference $70,270 ($13,741) $53,035 As indicated in the table above, the effective cost of implementing the Assistant Town Manager at July 1, 2005 will be $53,035. Please note these estimates include a salary of$90,000 for the Finance Director and $110,000 for the Assistant Town Manager positions. If you have any questions, please feel free to contact me. CC: All Department Heads; Bob Kovitz, Public Information Officer G:\BUDGET\FY 05-06\TM's memo 5-10-05.doc .. ti , , ....Dm .a i 1 Cd E O E2 o a) o a) a up cu N cu = Q a as — O EEwcci oU — o P4 aw >-0 , - = 7.3 U r •�--� a, .4`L) , , r 1 �' ° :Eci)0 .0 ci.)E1 T. .: $:1.H ct t3 61) a_ a) =U a, W -----. cn aA O a' o U z O py "_' f—,O O i 'O E E x O 0 = U ►--+ CO cn I- at 0 a4 Exhibit A i , W V J a) .0.) to cz O 2 a) -c 0 c) cu V � O � C 1 it E— I Q I ca A, a) = I E ❑ 0 N 3 L Z I — o I— N 0 0. N Z I Q 06 .oco a) = J •......Z 0 Q a � / I Tu> f.i�. 0 0 I A _ 'C IX W I E o CO `t3J0 cov)Q o O Z O a) CC < Ci = ,.. 0) O c m m O " o ca Z cv o 0 g 0 L1- i- ›, O := I— L Z I au 0 CO I _ C > I E W .t IX I Ncts v a.. E a a) W I o '� 8 U) o o . o '- a. 0 I u a. 0 W I `n o ,_ L Ct0 CL C I 1- i 1 NN C w _o C1 L 'N >, m u) d O0 •E E E o I O 0 c CC o Em I' - � i L cocti Exhibit B MEMORANDUM TO: MAYOR AND COUNCIL MEMBER FROM: JEFFREY H. WEIR, CEcD ECONOMIC DEVELOPMENT ADMINISTRATOR DATE: MAY 6, 2005 SUBJECT: FY 2005-2006 ECONOMIC DEVELOPMENT DIVISION BUDGET REQUEST CLARIFICATIONS AND RESPONSE. During the review of the Economic Development Division's FY 2005-2006 Budget request the Mayor and Council asked for a prioritization of the Marketing Funds in the amount of $ 30,325 and a second consideration for additional Marketing Funds in the amount of $ 48,500. I have enclosed Attachments 1 and 2 which provide the prioritization for the two funding considerations as requested. Secondly, the Mayor and Council requested the Northern Pima County Chamber of Commerce provide a breakout of their funding sources similar the GOVAC History of Town Funding Requests chart, as shown on page 188 of the Budget. The Chamber has responded to this request and I have enclosed this chart/table as Attachment 3. Economic Development Division Attachment 1 Marketing Plan Budget Request FY 2005-2006 New Town of Oro Valley Marketing Plan Approach. years During the past six the Marketing of the Town of Oro Valley has been mostly passive. The Town has prospered from carefully preparing the needed infrastructure required to allow for successful Commercial/Industrial/Retail development to occur. However, it is time for the Town to create a Marketing Effort that reflects the goals, capabilities and potential which will result in achievement of the location of the businesses identified by our residents as desirable. The primary focus areas for the new Marketing Plan will concentrate on recruitment of new Resort Properties, High-Tech Manufacturing and Research &Development businesses, National &International Central Office Facilities, Retailers that offer distinguished products and Service Providers that enhance the quality of living in Oro Valley. Priority I. Basic Marketing Plan. Rating This approach identifies the minimum events, expenditures and commitments. New printed collateral materials. The new printed materials will be pocketed folders that will contain double sided full color pages in response to the information requested, a copy of the DVD and a business card. Typically the information sheets will be: Demographics,Area Sites, Infrastructure Identification (Maps), Existing Businesses Testimonials and other items as needed. The planned initial purchase will be for 250 sets of materials. $ 17,500 1 Folders w/Pockets, Logo and Message @ $10.00 $ 2,500 New Area Photo's $ 2,500 Full Color Double sided sheets $ 2,500 Marketing Firm Fees $ 7,500 Tri-Fold's $ 2,500 BIO-2006 Conference. Chicago IL April 9-12, 2006 $ 3,450 2 Partnership costs w/Arizona Dept. of Commerce(booth space $ 1,500 Travel costs and four(4)day stay $ 1,950 Medical Devices &Manufacturers (MDM) Show. Anaheim CA $ 3,000 3 Partnership costs w/Arizona dept. of Commerce &APS $ 1,500 Travel costs and four(4)day stay $ 1,500 Financial participation in various local and regional activities. $ 4,000 4 U of A Office of Economic Development's Global ADVANTAGE $ 1,000 Tucson Regional Economic Opportunities (TREO) $ 2,000 Hosting of visits from ADOC leads $ 1,000 International Council of Shopping Centers (ICSC) Las Vegas NV $ 2,375 5 Conference Admission $ 350 Travel costs for five (5) day stay $ 2,025 Total Basic Plan $ 30,325 Marketing Plan ED Budget Supplemental Info Prioritized Marketing Plan 5/4/2005 Economic Development Division Attachment 2 Marketing Plan Budget Request ' FY 2005-2006 II. Expanded Marketing Plan. The following describes the next steps for an Expanded Marketing Plan based on the availability of additional funding. Contained in the Expanded Plan are additional recruitment efforts directed toward increased identification of new business prospects, greater interactions with potential expansion candidates, more emphasis on entrepreneurial opportunities and continued focus on Retention &Expansion of existing businesses. The additional funding for the Expanded Marketing Plan may come from a dedicated portion of an increased Bed Tax (refer to the Proposed New Distribution of a Bed Tax Rate Increase to 6%) attached hereto. Priority Rating Identification of New Business Prospects. $ 48,500 These efforts will increase direct exposure and awareness of Oro Valley through face-to-face meetings, advertising, identification of businesses analyses of firms that are considering expansion or relocation, and establishing a positive relationship with Site Selectors. Market research efforts using an external service organization $ 10,000 1 Establishing community awareness with Site Selectors $ 5,000 2 Participation w/ADOC&AOT co-advertising efforts (4) $ 10,000 3 Participation w/TREO visits (3) - Ottawa, California & Unname $ 7,500 4 Participation w/Global ADVANTAGE (UofA) visits (2) overseas $ 6,000 5 Advertising in Trade Publications (4) $ 10,000 6 e Attachment 3 Northern Pima County Chamber of Commerce Revenues by categorical source from 2001-2005 Revenue Source 2005 2004 2003 2002 2001 Membership $ 105,000 $ 91,500 $ 89,000 $ 81,000 $ 82,000 Networking Events $ 32,000 $ 26,000 $ 23,200 $ 24,000 $ 20,900 Special Events $ 107,000 $ 85,000 $ 76,000 $ 38,000 $ 44,600 Sponsorships $ 18,825 $ 3,575 $ 4,400 $ 1,950 $ 6,800 Town or OV contract $ 27,500 $ 27,500 $ 27,500 $ 25,000 $ 25,000 Other $ 10,000 $ 9,300 $ 10,700 $ 20,000 $ 24,500 Total: $ 302,330 $ 244,879 $ 232,803 $ 191,952 $ 203,800 Town's contribution as a Percent of Total 9.1% 11.2% 11.8% 13.0% 12.3% The Chamber's Fiscal Year Starts October 1 Ends September 30. Town of Oro Valley General Fund FY 2005/06 CIP Projects Description _ Department Amount Recommended CIP Projects , Fire Panel Vehicular Protection System for Crown Victorias _Police $ 20,200 Replacement of Patrol Car Mobile Data Computer Systems Police 48,300 Re, placement Patrol Vehicles Police 180,800 - Replacement Unmarked Police Vehicles .Police 85,000 Pick Up Truck Parks 6,860 Playground Surface-JDK Park ,Parks 45,000 Coyote Run Replacement Vehicles Transit 6,840 Computer Replacement Program IT 87,000 Server Hardware Upgrade IT 20,000 Total Approved FY 2005/06 CIP Projects _ $ 500,000 FY 2005/06 Budget Request Not CIP Approved _ , Financial Accounting & Human Resources Software Finance 350,000 Total Not Approved FY 2005/05 CIP Projects , $ 350,000 TOTAL CIP PROJECTS REQUESTED IN FY 2005/06 $ 850,000 . , Community Development Administration Manager's Recommended 2004/2005 Budget Estimated Actuals Budget Personnel $ 218,340 $ 204,504 $ 229,019 Greater OV Arts Council Agreement $ 133,200 $ 133,200 $ 133,200 Office Supplies $ 16,600 $ 13,000 $ 17,000 Equipment Repair and Maintenance $ 12,000 $ 8,000 $ 10,070 Contract Professional Services $ 1,000 $ - , $ 4,000 All Other $ 7,175 $ 6,497 $ 7,575 TOTAL: $ 388,315 $ 365,201 $ 400,864 Contract Professional Equipment Services Repair and $4,000 All Other p Maintenance (1°/0) $7,575 $10,070 (2%) (3%) Office Supplies $17,000 (4%) ,._,4„ ,_,„ _ p h Personnel :. $229,019 Greater OV Arts . (58%)� Council K : ;: T ,,, - Agreement £ y x $133,200 (34%) G:\Danielle\For Joseph\Budget Spreadsheet Planning and Zoning Manager's Recommended 2004/2005 Budget Estimated Actuals Budget Personnel $ 713,137 $ 658,752 $ 772,340 Outside Professional Services $ 22,600 $ 22,600 $ 20,000 Postage $ 5,000 $ 5,300 $ 5,300 PrintingBinding& $ 14,100 $ 10,000 $ 8,500 Travel & Training $ 10,700 $ 10,000 $ 10,900 All Other $ 43,870 $ 42,650 $ 22,160 TOTAL: $ 809,407 _ $ 749,302 $ 839,200 Printing & Travel & Training $10,900 Binding (1°/0) $8,500 (1c/0) Postage All Other $5,300 $22,160 (1%) (3%) Outside Professional Services $20,000 (2%) Personnel $772,340 (95%) P�-y: Tk,-r` l`o gi�.?�� ,x- 4:ciettoitifittn , ret:'' G:\Danielle\For Joseph\Budget Spreadsheet Building Safety Manager's Recommended 2004/2005 Budget Estimated Actuals Budget Personnel $ 939,768 $ 832,720 $ 968,161 Outside Professional Services $ 147,000 $ 200,780 $ 171,250 Equipment Repair and Maintenance $ 54,800 $ 43,800 $ 41,000 Printing & Binding $ 2,500 $ 2,500 $ 11,500 Travel & Training $ 11,850 $ 11,850 $ 12,000 All Other $ 108,363 $ 104,763 $ 49,990 TOTAL: $ 1,264,281 $ 1,196,413 $ 1,253,901 Travel & Training Printing & Binding $12,000 $11,500 (1%) (1%) All Other Equipment ui ment $49,990 q p Repair and (4%) p Maintenance $, oJ0 -,,,, \ 5 T r t 1s i: : r f 'd - ✓ y� y _ � � f� �,�� '. -:-- -741 -41 _lr- lPersonne � „C� 3� -xx ' ,,,,-,7!,,,',1,---!,,,,,----447,---,s�r� TM-'a4� �� . �r'-'�; ° -i.--.;-1,-----,,!:'-,--,,;-1,-----,,--:-----4,1,-,.YRaFbr �x 4,1�Outsidel $9(68,/1 61''F ,y ProfessionacL,a v,: ,:: v.��� 74:1::; ri'Services -,--i-,'----, y S$171250 (14°/0) G:\Danielle\For Joseph\Budget Spreadsheet Library Manager's Recommended 2004/2005 Budget Estimated Actuals Budget Personnel $ 552,383 $ 540,745 $ 804,139 Outside Professional Services $ 134,750 $ 121,774 $ 128,900 Natural Gas & Electricity $ 41,000 $ 44,000 $ 68,060 Collection Materials & Subscriptions $ 170,000 $ 170,000 $ 180,000 Custodial Services $ 18,000 $ 8,474 $ 18,880 All Other $ 51,696 $ 51,896 $ 65,233 TOTAL: $ 967,829 $ 936,889 $ 1,265,212 Custodial Services Collection Materials & $18,880 (2%� All Other $180,000 ions $65,233 (5%) (15%) Subscript Natural Gas & ElectricityF s s 4 �,,y fs-�a a :::„.„,,,,._ $68,060 _ :, (6%) ,f r./� '-�f r r+ r r., r, f L ,yJ' X1-Frif::�H�sr ct:';','!--7;'_17, -,1v.-,,,,. r�,';'_1 ,�i+ � �,--z ff x-.4; ;k5°' . y sw, � zCs ��'_ Ka a u !$GAOutside Professional Services P$e8(r60s64o%,n1n)3e9l $128,900 (11%) G:\Danielle\For Joseph\Budget Spreadsheet Parks and Recreation Manager's Recommended 2004/2005 Budget Estimated Actuals Budget Personnel $ 734,580 $ 791,588 $ 807,601 Outside Professional Services $ 126,050 $ 135,000 $ 142,000 Water & Sewage $ 107,000 $ 118,000 $ 100,000 Natural Gas & Electricity $ 99,500 $ 101 397 $ 110,000 Field Supplies $ 59,700 $ 65,000 $ 63,000 All Other $ 440,178 $ 435,587 $ 382,700 TOTAL: $ 1,567,008 $ 1,646,572 $ 1,605,301 All Other $382,700 Field Supplies (24%) $63,000 (5%) Personnel $807,601 (66%) Natural Gas & Electricity $110,000 (9%) Water & Sewage $100,000 (8%) Outside Professional Services $142,000 (12%) G:\Danielle\For Joseph\Budget Spreadsheet * OzOO < * � 0 o -' 0 M = a) -, a O O CD 3 5- 0- 1— a < < v 0 C0 `� O C OD CD -a C) CD a 4 N O) co N - n D CO --, -P C) N W -P 4, O) tJ1 O) 00 -P c C W -.1 01 -L On -� a) a) -1-.-P N CO� co -1. 00 01 O "G� U) C T O) O1 U1 C71 CJ1 _O) _co O CD V V 0 0 0 0 0 0 0 -n 01 O O O O 01 O O (D0 0 0 0 0 0 0 0 0 a)O f�� 0 = C2 r 5. 0 DJ O C7 73 O Cn N _' O HT1 10 c" 1.1 N " " ."1 N :P IN C11 C31 O co 41. 031 Ul 6 -n Cl)EMU O C O -L al W O W W �l -n -� -.II -.1 0 -.I O) co h -1. 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