Loading...
HomeMy WebLinkAboutBudget Records-Town - 6/30/1996 I.,. ... , ,.— •,,—',, ,,,,,,'",,,,,,,,,,,,,,,..sr,„,„„,...„,.„,,..,,g,,",,,,c,„,„„,, Town of Oro Valley , , . . . . . , .. . • - . — . •- . ' , , , .. . . „ , . , • . . . , . . , ,....` ", " .. , . . . , •' . ' ' '.. 1. , '', '.. ' , * .' . ''', , * . * , . ',:* .. * , ' ,. '. .. . , ' • ." ' ".„ . , ,, .,.. ' ,. '.• ..' ,,' ,., • . . , ,, ' , , . ' ., , . . . , . . ' . , , . . ' , , , , ,„ . —'' . • ' . . . , 'r . ,, •• • , ,, • , .,, , , ., “ , . , ' • • • • te, ,.. , , •• ',' . ' • '- , , 1 • ., . . • • , • r , . , • .. . . • • .,.., . , ,, ,,, • . , • • • ' . " . . . ,. • ' . '5 - ' ' . . , , . . . . . , . • . .. , . .•, ... , . . • . , . . , . . • , , . , . .. , ...,,,, ,. ::: ,.,„. . • - ., _. . ,, . . • . . 0."-- - ' , •' . ,.... . . . . • „..,, , . . . . . ,..., .. , .,.. . . ''''''' 4111:'• - ''' - '' -'' ' '' ' ' • . . „ . ., .. . .. . , „._... p .,. „. . . . .. . . ., . .. . . . .... .. .„.„ . .,...,., . . •,. ... . ........ ,,,,., .....„... , .., ... ...., . , ..,, . . . . . . .. , „ ........„.....• . .• ..... .•, ,. .....,.„..„. . „. ..,.. . . . , . • ,,, ..,„•. ., . .„ •, . „, . .. . .. , . .. ... ,...,. ... ., . ,... z. , . ,,, , .. . , . .. , .. .. .„. , , , ,.... .„... „... ,,,. .... . ,... • ... . . . „ . .. . , ..•.. .„........ .,.............,„........ , ..„ :„.„, .......... ... .„,„....... . .. , . ... „ , . ,„.. .., . ... . . L., ....v. . , . „..-,,,,.•- .,. , . . ' , , - .., . , . .,.,' . . . .. , . . . , . . . . . .. . , . . , . . , . _ . • . . . . ' ' . ' . • , , , . • . , . , , , . . . , . . •• • • . . • . . . . . . . . • '•. . - ..', ' , . . •' . '• ., . "'.. . , . . , • • • . . • • ' . , . . ,••• , • ,...' •' • ' ,. • ' . • • , ''. • , . , , . •.. . . . .,. . . - • . ' , , " , , ,. . , .• ,,,, •• . . . .... , , , , .. . . . , • , . . . , , , . ... . • . •. . , , , . . . • ,, . . . . , , . , , . , , , . . . - ,.. ., , • , , , ‘ .,, .,% ,: :,...,. .. ' . ,., • „'' ., .. r • ,. .. , , .., ',' : ,,,)„ ' . ,.: , , •J , •,..... . ' , ,, ,. , ..' , . . . . , . • , , •' • . 0' • . ,, • 4,, , . , , . ' ..' ,• • , , . . ., . ,. , , ,, . , .., ,,, I., ,, ,., ( • , .. . , .„ , ,,. . • . { • . ,, . . .. ' • . . • , , • , . ,,.. , , . . . ' , • . '• , .. .'. , ,.. • , , . ,. ,, , .,, . ,,, „ , \ „.. ,,.. , • . . ' . '' '. . . • , . , . . . ,., , . .. , , .. , . , ' l /. , . .'. , , , .' : ,, , , .. , , , , , . , ,, •, '. .. .. : . ' ' '' ' ' ' ' ' *' ' .' ' ' ' ' '' ' ' ' ' '' . . ' ' ' . ' . '' . ' ' . ''' '.' '. .' . . . ',' .' .' .' ,' # . '.,, ' ,,. I ,,, . , ' ,'.,, , • ,,,,, , •• • , , . , ' •• . .• ' •., . ., , . . , '.., i ' , , , , . .• ,. • , ' _ ',' ., ,, •, ., ,. . . • ,• •. ,.. •• ,,,,, I' , ,..., , ' ' • ' '. , , .,., ,,,,,. • , , ,.„ , , .. , , r • . , • • • , , , , , , ) ,. , ... • • • , . ,, , , •, , . ' .. . . , • ' -. 1 , . . •- , . ' . ,. .r. , ,I' .. , '.• 4 ., • • ..' • ^ .... . •' , „ , ' .. . ' . ^ , • • ..'. .. A , . , r • . ., '. ' „,,•.. , . ' . ' , ,. ','.... . • , . •, , '.•. ' • ,.•. ' . . '... ' • .r .. .' ,. , , } . , • ' ., 1 '. . , ' ' ' .. .. . ' .• . . AIiIiUá1 i - et 1995 1 ' 96 tk: ,'-:',',.,,'-`,','.,s,.'',s, ',;--,..,-:,-. ,:,-,-'. :,—,,,,,,;,-;:-..,:----;:;„:--.,':'-:.''. ....-.,-,ss.....''''„.::,:.,,,,,,f.i-„,--,,,,-,,,,--s,!,..::...;',-,,,-,ii,.-..s,,;:-:-.L:.s...-,..4,,,...;.::"...,.;,,-•-;,-...--...',..-:.*---,-,.;!!---,:s:.,.-s''','...,...,...-:.7'1`,,-::.,::,..':,.'7,'`,...i::-'..-.:,i:-.,,-.'i';',:.:::::„-...';'—''''',..,-... '-„.'..i',.'.'-':::-i,.•,..i',--,,,,,,,`:.:4.-:,',:,;,,...'., .7.,7:V:;:;:':',...':.:t1;*,..1,'",'-''''':",...:'"`,:;:':::;',;;;'4%.:7,,',"!-:';':'...,,,'"..,:'''''',.',.:',.i--'2.,‘'''','i.:'!:;•.4.1',"'1,,,.."'',',‘';',... 1,*::-::',1,'',*:,'*;..:',..r.:k.,,,,..'7;11;','.7:::4')',..,...-:::':i',1::::::':',44.''.21,:re... ,.i:'1',.,:;:•-•;,'";,,,:ii-::':'''';'';::...F,i''''.:;:;,.;i','':.,li--,:.,,'s:,,';,',2*,•.:,..,'.:7;V:i4:,%:,,,,,f;:',4-rigi.:',..:;.*:.,,'+,,,-,44,;!:t74.,}5„:4".,,:,„1.;‘,.,....!,..,;,„,._., ,_, ,_,..,,,,,,, .,,..,,, :',;:'''..'7,,t;',,,,Ili.'i';' ..f:Zali*:t'...-:;::.,:',,,,,0:;),..':',,I,',.::.i.',:;:',:-,'.;?;...,'',:,'''-..:...;':':'::r=..::*:'-i:',:i':''.!-.,,.:„~:1;;;47„,,i0;:''''.,-.':-.I-,-1,-',,,,?,:i.-.;',':!..,%.,?‘!;::::,-:,',.,..;:.:':,..::::°;;;,_",.,'„,....,;:,1;,:',2,,,;?1,-.ci.,,..:Ei,f,, ,,„.0..,7-,,,- ;„i,:,....-:;,.i.t..,,,!...,,,e:::;.-;.;:;;:t,:,,,,.:.',..,:,:,,.;!:..,ti.w.,,,..'gf2*;i',;,4,t„-i.,,,.:4A:,::.1?.:z.:.:,,-;,..-,,c:;-t'.c,f.:,,;i-:::..'„&„,,,,,,,,,,t,..„:,.0i):.,),,-„,;it,...:i-,;..•,,,.i.rt„.f,4i,,t;-.4;,I..,,,-',,4;',t:',':,i:,„r:;t:,',':.:;:,:.::;.rti,f,,,;:-:;:-f.ls;.,c,P....t.-,,,,,,,...-.,,..-,'',.--:.',,.:::,-:,,,,. -'';',',,',....:::',r,..,;,;..;!...:;,:i:;.;-..;,"ri-1,•,:q.',is!,'.:-...,:ki .4, ,...::', . .ffi. : ,:;',i;',;t4';' ll;::•,I,'; ',,;,;;;;:':.:?, , .,q:, .,!.. . ,,Wgt;,ii, ,, , :, ,'::::ii':, . .,. ,„i.. ,I,. ,,,,_':,..--.'s,''.c.‘:.'4:,i,s':'f ';:44:',':'"",':;..4f,i-ii'..i''''h':':'-'"i-:',..r:lc,„,,:..:::':'t.':'';':',fl,'.';',T;'-'.sfjC,,,'..i'j,';'i',A;t4:..':'-'$;13,r4.-i;:f''4't.,i,',7il:S:a.2.-::4'.--,;?,.Yi'.;:i..iili',Ac.'t1: -,'*';,'!,isi'.i.AI-7,itr;..,$:;:T4i.-14?4:;..,'...4..44,:tki.4.4',.::::,,,,t,f;',%,,1481f1.4.:1::Avi;:gfit4'.;....:,01"t..:71i4v-‘,A142.74:.;,= ;,!"0.-.! ,-..it.',41,.14,isitoti,-...,,,,.3,...,.,,,,....).,,,41,-.,•,,•,,I.:'....,.';',4.,?4,0,,I.t.:644,0i,,,,,;-:,,isiv,vVki-,,,,,,i.litioh;,,....,,44.:4,,,,,,,:frqr,',.,,.,,,,!‘',?4.,,,,,,,,,v,s,r4,).•:•::::::,i,;,,',;17:,I.•,,.::,..::,1,-...4•,, 'i,,,....Vti4f!,..*:741,,,.'4,:=21,,,',..,t,',..::.1.:,.-,•,, ....,:,.,,,,..,...t,,,,,-,,,...,ii..:A.,4,.,;;r•f!...,;,.., -..'AA.''',..•.,,'.,,'.-'4'.11.,"'-'41:7'..,'%...:..---:V':.*.i'''''.1?''-V17.;',Iii.,'----.-lt,-;:::..'-zi,:i,,C,':'-ilf'(--i.7-''',...--..--''',-;4*,...4;;;',;.,.,,,,,-::.\c''.::-.-,?:...1';:fl,':',;'......t-s-,,,i,'-.:-.,:',,-...v,rmii,.. ‘,...v-,-.,-11''',..,;,,„:&•-,4.-.1-f•-':-.,',4:-ri54,',.,,,..‘,.-,:.-:-.16— ,,s,,,:- . 1,1;r ,:kii,‘ .. v;,„-,!!!„,,•,,,-.,:4,4,1*1:-..,,..;•:.A '''.''k,,t,i,i'ii:::'t3.4':'''',',',..''',' ,.....r't-,-t-..':;:',.;,'A,','ii''k,;'.,N:,i:'A',:i':'::,:,--O'il,:,':',..1..,.."t':f,-,4.C.''',4* A,411,1',I.i.',.: ',"'41,-,'!;!7';1*.;-::‘Zri,r41,4*,,-1,':':';',,...?,i;':';;;;V:-,:i4Y4'4,4 l'''', tt.:,(**10-r;',;Wv.,Z;;Z;'-'7,:',i'!,','" k,iliv.?"-,1 p ',.il:',•.-1!::,;:"ts•i7:.,',: k. t „:: -;ij1°';',-',f,,i''.rit':;?.:''°'!ii45'..':',44,;:.*f.';,-':;*?i.c.:-P,;'frt.,:'c.':' ;!,,s,.',.;X'-',-;:.,f.'''..; ' ,..._., .,-',°v•,,,,,;,‘''..-.,,,,,,.•=1`tt. „Aviili14...-1,....,,,,,,1-.., ,,, ,-.. ,I ..,....,. ...,... 4 TOWN OF ORO VALLEY TOWN COUNCIL Fiscal Year 1995-96 CHERYL SKALSKY Mayor PAUL PARISI Vice-Mayor BILL KAUTENBURGER Councilmember RUDY ROSZAK Councilmember MARTY WELLS Councilmember 0 LEY pO O ` -9 TOWN OF ORO VALLEY ' ':141 11000 N. LA CANADA DRIVE 4 � ORO VALLEY ARIZONA 85737 Administrative Offices(520)297-2591 Fax(520)297-0428 A A PDvD�g� NDE To: The Citizens of the Town of Oro Valley From: Mayor Cheryl Skalsky Subject: Fiscal Year 1995/96 Town Budget ,., On behalf of the Oro Valley Town Council, I would like to present to the citizens of our community, the Town's budget for Fiscal Year 1995-96. The Town has grown significantly over the past few years and the budget reflects expenditures for services necessary to keep up with the increased population. A total of thirteen and one-half positions have been added to the Oro Valley Folice Department. This brings the total number of sworn positions to 49 including six reserve officers. The Public Works Department has a budget of $1.2M for street improvements, including traffic signals at: Lambert Lane and La Canada Drive; Oracle Road and Rancho Vistoso Boulevard; and, Hardy Road and Oracle Road. Regarding Parks and Recreation, the Town has budgeted $389,000 for the operation of Dennis Weaver Park. l` Another $300,000 is budgeted for a possible Heritage Fund Grant for improvements to the park. 0 The FY 1995/96 budget also includes funding for potential annexations, water company acquisitions, and parks and recreation development. A contingency in the amount of $733,000 has been budgeted for the possible annexation of the Magee/Oracle Road area. $11,600,000 is budgeted as a contingency for a potential general obligation bond issue for parks and recreation acquisition and development. This issue will be carefully considered by the Council to decide if it should be brought before the voters. An engineering study is also underway to determine the value of the Canada Hills Water Company. $10,000,000 has been budgeted as a very preliminary valuation estimate. Water revenue bonds would most likely be proposed to finance the acquisition. The issuance of water revenue bonds would be based on a vote of the citizens of our community. Should this acquisition come to fruition, bond repayments would be repaid from the water revenues from customers within the Canada Hills Water Company service area. Oro Valley is faced, and will continue to be faced, with many challenges and opportunities in the upcoming year. We are moving forward with many new ideas brought forward by you, our citizens. The Council is committed to the following: improving your participation in the local decision- making process; providing quality services to our residents; and fostering the high quality of life that you have come to expect by choosing to live in Oro Valley. Cheryl Skal Ma or y Y TABLE OF CONTENTS Description Page Number Listing of Department Heads 1 Organizational Chart 2 Executive Summary 3 Summary of Significant Accounting Policies 9 GENERAL FUND Revenues and Other Financing Sources 11 Expenditures and Other Financing Uses Administration: Town Council 15 Town Clerk 22 Town Manager 30 Finance 38 Legal 45 General Administration 53 Development Services: Planning and Zoning 63 Building Saftey 71 Public Works 78 Parks and Recreation 85 Police Department 93 Magistrate Court 105 SPECIAL REVENUE FUNDS Highway Fund: Revenues and Other Financing Sources 113 Public Works 114 Seizures & Forfeitures Fund: Revenues and Other Financing Sources 122 .Police Department 123 Legal Department 128 Heritage Fund Grant: Revenues and Other Financing Sources 132 Parks and Recreation 133 TABLE OF CONTENTS (Continued) Description Page Number DEBT SERVICE/CAPITAL PROJECT FUNDS: Valle Del Oro Paving District 135 Naranja Road Improvement District 138 Naranja Engle Town Hall Debt Service 141 Police Facility Construction 144 Development Services Building Construction 147 La Canada Drive Development Impact Fees 150 Parks and Recreation Acquisition & Development 153 ENTERPRISE FUND: Water Company Acquisition 157 Other Information: Resolution for the Adoption of the Budget 161 Auditor General Schedules A - E 162 Glossary of Terms 169 TOWN OF ORO VALLEY DEPARTMENT HEADS CHUCK SWEET Town Manager DAVID L. ANDREWS SUSAN AGRILLO Finance Director Magistrate DONALD CHATFIELD KATHI CUVELIER Planning & Zoning Director Town Clerk JOANNE HOMER ROBERT J. MAASSEN Town Engineer Building Official TOBIN C. SIDLES WERNER S. WOLFF Town Attorney Chief of Police 1 7-1 W ..1W H4 Z E Z H HO Z Z E C� Z 0 Z -. Z azo O O U U U H ZC: f24 O O H 0 H 4,, \ 4 a 4 t--+ w > <� H Z > w w W C2 E-, 0 0 0 E z H H O g w Q W UHU) > ZU H Wa H U W Z ZZ Z H H Eii E--. 4--.cn 411 H w � � Ucn U) • UUn X ( O Cn 1-4 0 H Z W H U Q Q O 0 H U U) U) H C W H Q W r24U) Z W KC 0 C4 E-+ 0 W Z 3 E U O H N > 3 0 [z W W Z 0 H H H 0 Z U H W g Cil E-4 4H HZH aC:1 cxaa HOC 4 Q > w U H Q C U) Z w 0 Z H , 0 Z O H 3 3 U) 0 U) H F. O W Z U) U) H U OEC O 0 U CO w KC H Q Z a H H • KC 44 Q < O c2c1 U) H Z U O Q < Z gC < C W w O U) H Z Z C U < U) 03 Z WAE-+ 30 W ►-i O O H O < w w KC K H WO Q U) C U) Q U p4 g W >-+ W 0 a U w • U) H W H ►- H z Cn z G aU H Z • Z C N 0 u U) 0• 4-43 .a z0 U 4 a 2 LEY q!� 0 - :"'":* OA_ 0 ,-7 TOWN OF ORO VALLEY ;`- 11000 N. LA CANADA DRIVE ORO VALLEY ARIZONA 85737 Fax(520)297-0428 Administrative Offices(520)297-2591 YI 1 Pov 1g NDEp To the Honorable Mayor and Town Council Town of Oro Valley, Arizona The Town of Oro Valley's 1995/96 Budget, as adopted by Mayor and Council on August 2, 1995, is respectfully submitted. The total budget for the fiscal year is $36,550,932. Total expenditures are for the following functions: Personnel $5,384,282 Operations & Maintenance 2,388,758 Capital Outlay 1,479,472 La Canada Drive Improvements 2,964,095 Water Company Acquisition 10,000,000 Parks, Open Space & Trails 11,600,000 Heritage Fund Grant - Dennis Weaver Park 300,000 Debt Service 329,745 Contingency for Area 2A Annexation 732,912 General Fund Contingency 1,371,668 Total $36,550,932 Personnel costs of $5,384,282 are for a total of 153 positions. This is an increase of 18 positions from last fiscal year. New positions for this year include the following: Deputy Clerk/Receptionist (1), Secretaries (1.5), Economic Development (1), GIS Technician (1), Senior Planner (1), Police Officers (5), Community Policing Sergeant (1), Reserve Officers (3), Dispatchers (2), Property I.D. Tech (.5), Records Clerk (.5), Police Department Training Coordinator (1), Custodian (.5) and a Repairman (1). The Parks and Recreation Division decreased its seasonal positions by two. This year's personnel budget includes funding for the implementation of a Step System Compensation Plan for all Oro Valley Police Department employees. Police Department employees are eligible for a step increase on the employees' annual review dates. All other Town employees (non-P.D. personnel) received a 4.5% cost of living adjustment, based on their salaries, effective July 1, 1995. These employees will remain on the Town's Performance Merit Compensation Plan which was implemented in 1993. $2,388,758 has been budgeted for operations and maintenance. Major items in this category include insurance, utilities, travel and training, outside professional services and other general operating costs. Other items such as tourism funding and various studies are budgeted in this expenditures category. 3 expenditures enditures for capital outlay of $1,479,472 include the following major items: vehicles Budgeted p ($184,050), remodel Town facilities at 680 W. Calle Concordia ($150,000), Americans with Disabilities Act improvements ($61,300), copy machines ($35,500), utility tractor ($13,000), computer equipment ($43,300), voter receiver system - Police ($18,000), Oracle Road/Rancho Vistoso Blvd. traffic signal ($110,000), aerial mapping ($100,000), striper ($26,000), water truck ($10,500), Hardy Road/Oracle Road traffic signal ($220,000), architectural design-Development Services Building ($32,000) and various street improvements ($285,000). On October 26, 1994, the Town Council approved a development impact fee ordinance for the La Canada Drive Benefit Area. La Canada Drive improvements will continue through Fiscal Year 2000/01. Improvements for this year include La Canada/Lambert Lane traffic signal ($135,000), La Canada- Naranja - Lambert. Lane street improvements ($120,000) and consultants ($42,000). The remaining $2,667,095 has been budgeted as contingency. $21,600,000 has been budgeted for the potential issuance of bonds. $11,600,000 would be for parks and recreation acquisition and development and $10,000,000 would be for the possible acquisition of Canada Hills Water Company. Both bond issues would require call for elections by the Town Council as well as voter approval before issuance. The Heritage Fund Grant is a grant available through the Land and Water Conservation Fund/ Local, Regional, and State Parks Heritage Fund Program. It is sponsored by the Department of the Interior and Arizona State Parks and amounts to $150,000 in grant income for the development of Dennis Weaver Park. The Town will match the grant with $150,000 in General Fund monies should the grant be awarded to the Town. The $300,000 would be used for the following improvements: new playground equipment, picnic ramadas, sports lighting, restroom facilities upgrades, landscaping, turf establishment and irrigation systems. The Fiscal Year 1995/96 budget of$36,550,932 includes the following funding sources: Local Sales Taxes($3,456,000), Licenses and Permits($986,000), State Shared Revenues ($2,109,000), State and Federal Grants ($721,100), Annexation - Contingent Revenues ($500,375) and Other Revenues ($1,576,595), Proceeds from the Issuance of Bonds ($21,600,000), and Fund Balance Reserves ($5,601,862). This year's budget reflects increased funding in response to the continued growth of the community and the increased need for services. We would like to thank Mayor Skalsky and the Town Council, as well as Town staff for their efforts put into the development of this budget. Respectfully submitted, c7.4)L12:414; .,4"464e Chuck Sweet David L. Andrews Town Manager Finance Di rector 4 TOWN OF ORO VALLEY REVENUES AND OTHER FINANCING SOURCES AND EXPENDITURES AND OTHER FINANCING USES BY FUND FISCAL YEAR 1995-96 1994-95 1995-96 Council 1994-95 Council Budgeted 1995-96 Adopted Estimated Adopted Percentage Percent ' ENE FUND . Budget Actuals Budget Change of Total REVENUES AND OTHER FINANCING SOURCES REVENUES: Local Taxes $2,547,000 $3,082,000 $3,456,000 35.7% 26.8% Licenses&Permits 1,242,500 1,250,500 986,000 -20.6% 7.6% State/County Shared Revenues 1,019,000 1,197,000 1,647,000 61.6% 12.8% State Grants 122,500 196,500 229,000 86.9% 1.8% Federal Grants 152,000 162,000 246,100 61.9% 1.9% Charges for Services 165,500 186,350 177,400 7.2% 1.4% Fines 235,000 185,000 200,000 -14.9% 1.5% Miscellaneous 1,500 3,000 3,000 100.0% 0.0% Interest Income 140,000 220,000 220,000 57.1% 1.7% Annexation-Contingent Revenues 0 0 500,375 100.0% 3.9% SUBTOTAL:REVENUES 5,625,000 6,482,350 7,664,875 36.3% 59.4% OTHER FINANCING SOURCES: Sale of Assets 1,000 8,200 1,000 0.0% 0.0% Carryforward of Fund Balance 4,179,316 --- 5,237,998 25.3% 40.6% SUBTOTAL:OTHER FINANCING SOURCES 4,180,316 8,200 5,238,998 25.3% 40.6% TOTAL GENERAL FUND REVENUES AND OTHER FINANCING SOURCES $9,805,316 $6,490,550 $12,903,873 31.6% 100.0% EXPENDITURES AND OTHER FINANCING USES EXPENDITURES: Governing Body $192,279 $183,829 $295,976 53.9% 2.3% Clerk of Council 160,487 163,947 196,882 22.7% 1.5% Magistrate Court 268,893 264,226 298,178 10.9% 2.3% Town Manager 242,486 232,516 262,360 8.2% 2.0% Finance 185,567 176,634 302,950 63.3% 2.3% Legal 259,297 234,327 395,016 52.3% 3.1% Police-Operating&Maintenance 2,608,531 2,581,420 3,360,107 28.8% 26.0% Police-Contingency for Annexation -- --- 451,929 100.0% 3.5% Parks&Recreation 150,575 124,586 389,097 158.4% 3.0% Planning&Zoning 513,512 417,013 623,843 21.5% 4.8% Building Inspections 354,056 349,914 361,383 2.1% 2.8% Public Works 260,453 218,530 269,295 3.4% 2.1% General Administration 735,555 318,455 510,682 -30.6% 4.0% Operating Transfers to Other Funds 973,456 957,456 3,814,507 291.9% 29.6% Contingency/Reserve 2,824,869 -- 1,371,668 -51.4% 10.6% TOTAL GENERAL FUND EXPENDITURES AND OTHER FINANCING USES $9,730,016 $6,222,853 $12,903,873 32.6% 100.0% 5 —_- TOWN OF ORO VALLEY REVENUES AND OTHER FINANCING SOURCES AND EXPENDITURES AND OTHER FINANCING USES BY FUND FISCAL YEAR 1995-96 (Continued) 1994-95 1995-96 Council 1994-95 Council Budgeted 1995-96 Adopted Estimated Adopted Percentage Percent HIGHWAYFUN 3:::::::: Budget Actuals Budget Change of Total REVENUES AND OTHER FINANCING SOURCES REVENUES: State Shared Revenues $659,000 $637,000 $752,000 14.1% 33.7% State Grants 0 0 20,000 100.0% 0.9% Federal Grants 120,000 0 76,000 -36.7% 3.4% Other Revenues 23,000 41,000 150,500 554.3% 6.7% SUBTOTAL: REVENUES $802,000 $678,000 $998,500 24.5% 44.7% OTHER FINANCING SOURCES: Sale of Assets 0 0 0 0.0% 0.0% Financing from Leases 0 0 0 0.0% 0.0% Operating Transfers 485,440 484,474 874,767 80.2% 39.2% Carryforward of Fund Balance 107,281 --- 358,822 234.5% 16.1% SUBTOTAL:OTHER FINANCING SOURCES 592,721 484,474 1,233,589 108.1% 55.3% TOTAL HIGHWAY FUND REVENUES AND OTHER FINANCING SOURCES $1,394,721 $1,162,474 $2,232,089 60.0% 100.0% EXPENDITURES AND OTHER FINANCING USES EXPENDITURES: Public Works $1,394,721 $966,308 $1,987,106 42.5% 89.0% Contingency for Annexations --- --- 244,983 100.0% 11.0% TOTAL HIGHWAY FUND EXPENDITURES AND OTHER FINANCING USES $1,394,721 $966,308 $2,232,089 60.0% 100.0% A -- TOWN OF ORO VALLEY REVENUES AND OTHER FINANCING SOURCES AND EXPENDITURES AND OTHER FINANCING USES BY FUND FISCAL YEAR 1995-96 (Continued) 1994-95 1995-96 Council 1994-95 Council Budgeted 1995-96 Adopted Estimated Adopted Percentage Percent SEIZ 1A :&FORfPl1:49.WF t Budget Actuals Budget Change of Total REVENUES AND OTHER FINANCING SOURCES REVENUES: %324.9 Forfeitures $113,500 $177,475 $84,700 -25.4% ° Other Revenues 10,100 8,800 9,200 -8.9% 35.3% SUBTOTAL: REVENUES 123,600 186,275 93,900 -24.0% 360.2% OTHER FINANCING SOURCES: Carryforward of Fund Balance (17,619) --- (67,833) 285.0% -260.2% TOTAL SEIZURE FUND REVENUES AND OTHER FINANCING SOURCES $105,981 $186,275 $26,067 -75.4% 100.0% EXPENDITURES AND OTHER FINANCING USES EXPENDITURES: Legal $11,000 $13,100 $4,100 -62.7% 15.7% Police 170,281 164,289 21,967 -87.1% 84.3% TOTAL SEIZURE FUND EXPENDITURES AND OTHER FINANCING USES $181,281 $177,389 $26,067 -85.6% 84.3% REVENUES AND OTHER FINANCING SOURCES State Grant $0 $0 $150,000 100.0% 50.0% SUBTOTAL: REVENUES 0 0 150,000 100.0% 50.0% OTHER FINANCING SOURCES: Operating Transfer 0 0 150,000 100.0% 50.0% TOTAL HERITAGE FUND GRANT-DENNIS WEAVER PARK REVENUES AND OTHER FINANCING SOURCES $0 $0 $300,000 100.0% 100.0% EXPENDITURES AND OTHER FINANCING USES OTHER FINANCING USES: Contingency 0 0 300,000 100.0% 100.0% TOTAL HERITAGE FUND GRANT-DENNIS WEAVER PARK EXPENDITURES AND OTHER FINANCING USES $0 $0 $300,000 100.0% 100.0% 7 -LTOWN OF ORO VALLEY . REVENUES AND OTHER FINANCING SOURCES AND EXPENDITURES AND OTHER FINANCING USES BY FUND FISCAL YEAR 1995-96 (Continued) 1994-95 1995-96 Council 1994-95 Council Budgeted Adopted Estimated Adopted Percentage .0.01100:0•OgiTitili00.0K0**00.0.40.2 Budget Actuals Budget Change EXPENDITURES: Valle Del Oro Debt Service $5,995 $6,105 $6,195 3.3% Naranja Road Debt Service $130,725 $130,300 $123,925 -5.2% Engle Town Hall Debt Service $173,440 $173,440 $177,195 2.2% Police Facility Construction Fund $731,721 $761,681 $0 -100.0% Development Svcs. Bldg.Construction Fund $16,000 $0 $32,000 100.0% La Canada Drive Development Impact Fees $0 $130,000 $2,964,095 100.0% Parks and Recreation Acquisition&Development $0 $0 $11,600,000 100.0% Water Company Acquisition (Enterprise Fund) $0 $0 $10,000,000 100.0% 8 - TOWN OF ORO VALLEY SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The significant accounting policies used by the Town of Oro Valley are as follows: Fund Accounting: The accounts of the Town are organized on the basis of funds and account groups. Fund accounting is designed to demonstrate legal compliance and to aid financial management by segregating transactions related to certain government functions or activities. A fund is a separate accounting entity with a self-balancing set of accounts. An account group, on the other hand, is a financial reporting device designed to provide accountability for certain assets and liabilities that are not recorded in the funds because they do not directly affect net expendable available financial resources. Funds are classified into three categories: governmental, proprietary, and fiduciary. Each category, in turn, is divided into separate "fund types." Governmental funds are used to account for all or most of a government's general activities, including the collection and disbursement of earmarked monies (special revenue funds), the acquisition or construction of general fixed assets (capital project funds) and the servicing of general long-term debt (debt service funds). The general fund is used to account for all activities of the general government not accounted for in some other fund. The Town does not adopt budgets for it's fiduciary funds and currently does not have any proprietary funds. However, a contingency for water company acquisition is budgeted. This would be set up as an enterprise fund if and when necessary. Basis of Accounting: The accounting and financial reporting treatment applied to a fund is determined by its measurement focus. Governmental funds are accounted for using a current financial resources measurement focus. With this measurement focus, only current assets and current liabilities generally are included on the balance sheet. Operating statements of these funds present increases (i.e revenues and other financing sources) and decreases (i.e expenditures and other financing uses) in net current assets. The modified accrual basis of accounting is used by all governmental fund types. Under the modified accrual basis of accounting, revenues are recognized when susceptible to accrual (i.e. when they become both measurable and available). "Measurable" means the amount of the transaction can be determined and "available" means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Expenditures are recorded when the related fund liability is incurred. Principal and interest on general long-term debt are recorded as fund liabilities when due or when amounts have been accumulated in the debt service fund for payments to be made early in the following year. Auto lieu, city sales tax, state sales tax and highway user revenues are considered measurable when in the hands of the intermediary collecting governments and are recognized as revenue at that time. Grant revenues are recognized at the time of making the grant expenditure. Fines and permit revenues are not susceptible to accrual because generally they are not measurable until received in cash. 9 [^\ . ( . ( � • i y . . . f.. { �. . 7 { } ) , } • • • • / . ;.. \ , \ . . \ } � 10 GENERAL FUND TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 GENERAL FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1 994-1 995 199571996 . ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: LOCAL TAXES: . Local Sales Tax $2,272,000 $2,762,000 $3,021,000 $3,121,000 Occupancy Tax 135,000 140,000 145,000 145,000 Renters'Tax 90,000 100,000 110,000 110,000 Cable Franchise 50,000 80,000 80,000 80,000 i SUBTOTAL:LOCAL TAXES 2,547,000 3,082,000 3,356,000 3,456,000 LICENSES&PERMITS: _ Business Licenses&Permits 38,000 43,000 45,000 45,000 Residential Building Permits 1,107,000 1,000,000 862,000 862,000 Commercial Building Permits 82,000 180,000 51,000 51,000 Sign Permits 4,000 2,500 3,000 3,000 Special Inspection Fees 9,000 10,000 10,000 10,000 Grading Permit Fees 2,500 15,000 15,000 15,000 Y SUBTOTAL: LICENSES&PERMITS 1,242,500 1,250,500 986,000 986,000 STATE/COUNTY SHARED: County Auto Lieu 67,000 125,000 125,000 125,000 Weaver Park Operating Contributions 0 50,000 165,000 165,000 State Income 481,000 511,000 661,000 661,000 State Sales 471,000 511,000 696,000 696,000 ~ SUBTOTAL:STATE/COUNTY SHARED 1,019,000 1,197,000 1,647,000 1,647,000 STATE GRANTS: ALEOAC Training - 50,000 49,000 52,000 52,000 GITEM Grant 0 49,000 51,000 51,000 J G.O.H.S.-P.I.Officer 62,500 46,000 23,000 23,000 C.J.E.F.-Records Keeping 0 0 40,000 40,000 Misc.State Grants0 2,000 0 0 ADOC-CIP Grants 10,000 10,000 0 0 . Safe Schools Grant 0 _ 40,500 63,000 63,000 122,500 SUBTOTAL:STATE GRANTS _ 196,500 229,000 229,000 (Continued on following page) 11 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 GENERAL FUND REVENUES AND OTHER FINANCING SOURCES (Continued) CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL FEDERAL GRANTS: MANTIS $152,000 $162,000 $168,000 $168,000 C.O.P.S. Fast Grant 0 0 23,000 23,000 P.A.G.Census Reimbursement 0 0 32,500 32,500 P.A.G.Gateway Delineation Project 0 0 0 22,600 SUBTOTAL: FEDERAL GRANTS 152,000 162,000 223,500 246,100 CHARGES FOR SERVICES: Court Costs 26,000 19,000 19,000 19,000 Public Defender Fees 2,500 4,000 4,500 4,500 Recording Fees 2,000 1,800 2,000 2,000 Zoning&Subdivision Fees 120,000 120,000 100,000 100,000 User Fees-Swimming Pool 0 4,000 10,500 10,500 User Fees-Soccer Leagues 0 150 3,500 3,500 User Fees-Softball Leagues 0 0 3,500 3,500 User Fees-Electricity 0 1,000 1,000 1,000 User Fees-Miscellaneous 0 500 1,500 1,500 Copying Fees 500 800 800 800 Town Hall Usage Fees 0 300 300 300 General Government Other 500 1,000 1,000 1,000 Court Other 500 22,000 18,000 18,000 Police Report Copying 2,000 3,000 3,000 3,000 Police Other 500 100 100 100 Building Inspection Copying Fees 1,500 2,000 2,000 2,000 Engineer Plan Review Fees 7,000 2,000 2,000 , 2,000 Grading Review Fees 2,000 3,700 3,700 3,700 Grading Inspection Fees 500 1,000 1,000 1,000 SUBTOTAL:CHARGES FOR SERVICES 165,500 186,350 177,400 177,400 FINES: 235,000 185,000 200,000 200,000 (Continued on following page) 12 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 GENERAL FUND REVENUES AND OTHER FINANCING SOURCES (Continued) CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL MISCELLANEOUS: Miscellaneous 1,500 3,000 3,000 3,000 SUBTOTAL:MISCELLANEOUS 1,500 3,000 3,000 3,000 INTEREST INCOME: 140,000 220,000 220,000 220,000 ANNEXATION-CONTINGENT REVENUES 0 0 0 500,375 SUBTOTAL:REVENUES 5,625,000 6,482,350 7,041,900 7,664,875 OTHER FINANCING SOURCES: Carry Forward of Fund Balance 4,179,316 -- 5,191,998 5,237,998 Sale of Assets 1,000 8,200 1,000 1,000 SUBTOTAL:OTHER FINANCING SOURCES 4,180,316 8,200 5,192,998 5,238,998 TOTAL REVENUES&OTHER FINANCING SOURCES $9,805,316 $6,490,550 $12,234,898 $12,903,873 13 Administration TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Town Council is comprised of five elected officials of the Town, one of whom shall be designated as Mayor and one of whom be designated as Vice-Mayor. They serve four year, overlapping terms in the manner prescribed by State Law. The corporate powers of the Town are vested in the Council and are exercised as authorized by law. All powers of the Council are exercised by ordinance, resolution, order or motion. Discussion on New Positions, Programs and Major Capital Outlay Requests: It is suggested that the Council conduct one council retreat and possibly two joint study sessions with the Town Boards and Commissions during the upcoming 1995-96 fiscal year budget. Further, at the request of the Chairman of the Arts Advisory Board, one clerical staff position has been added to the Council's budget. Discussion on Existing Positions and Programs Terminated: Council members serve the Town on a volunteer basis. The Mayor receives a $150 monthly travel allowance. Council members submit receipts for travel expenses and mileage traveled for Town business for reimbursement. Regarding existing Contract Personnel, it is suggested that the Council re-examine the extension of the Town Lobbyist's Contract. 15 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $0 $0 $18,876 $0 $0 OPERATIONS&MAINTENANCE 189,879 181,929 320,973 303,376 295,976 CAPITAL OUTLAY 2,400 1,900 0 0 0 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 0 0 0 TOTAL EXPENDITURES $192,279 $183,829 $339,849 $303,376 $295,976 16 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL , Salaries&Wages $0 $0 $13,846 $0 $0 Overime Pay 0 00 0 0 Group Insurance 0 0 2,702 0 0 Social Security 0 0 1,059 0 0 Retirement Contributions 0 0 969 0 0 Unemployment Compensation 0 0 150 i 0 0 Workers'Compensation 0 0 150 0 0 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $0 $0 $18,876 $0 $0 17 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Secretary 0 1 $13,846 0 $0 0 $0 SUBTOTALS 0 1 13,846 0 0 0 0 MERIT 11111i!!•!I 0 TOTAL-SALARIES&WAGES 0 1 $13,846 0 $0 0 $0 18 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Consultants $5,000 $5,000 $0 $0 $5,000 Tourism&Economic Development 116,250 121,000 155,000 155,000 120,000 Community Events Programs 3,500 3,500 0 0 0 Insurance 16,399 16,399 18,000 14,153 14,153 Communication&Postage 1,000 600 1,000 1,000 1,000 Printing&Binding 0 1,900 1,000 1,000 1,000 Travel&Training 9,500 6,500 6,500 6,500 6,500 Memberships&Subscriptions 9,630 9,630 14,223 14,223 14,223 Office Supplies 400 300 500 500 500 Public Information Services 7,200 8,100 15,000 15,000 15,000 Miscellaneous Other Operating 4,000 1,000 3,000 3,000 3,000 Water Study-Other Prof.Services 10,000 1,000 96,700 84,200 84,200 Advisory Board Expenses 7,000 7,000 ------------ --- Parks&Rec Advisory Board 0 0 300 3,000 3,000 Arts Advisory Board 0 0 5,950 4,000 26,600 AsWaS Task Force 0 0 3,200 1,200 1,200 Northwest Water Alliance 0 0 600 600 600 . TOTAL O&M EXPENDITURES $189,879 $181,929 $320,973 $303,376 $295,976 19 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL . Council League-Conf-Paradise Valley - $2,500 $2,500 $2,500 r / Council Council Retreat 2,000 2,000 2,000 Council Joint Study Session w/Bds&Committees (2) 2,000 2,000 2,000 , TOTAL $6,500 $6,500 $6,500 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Council League of Arizona Cities&Towns-Renewal $2,253 $2,253 $2,253 Council Pima Association of Governments-Renewal 6,770 6,770 6,770 Council SAWARA-New 5,000 5,000 5,000 Council NoWA-Renewal 200 200 200 TOTAL $14,223 $14,223 $14,223 20 TOWN OF ORO VALLEY TOWN COUNCIL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST r REVIEW APPROVAL Machinery&Equipment $2,400 $1,900 $0 $0 $0 TOTAL CAPITAL OUTLAY $2,400 $1,900 $0 $0 $0 • 21 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: Operations of the Municipal Clerk's Office: Town Council; Public Information; Licensing; Public Records; Records Management; Municipal Elections; Voter Registration; Notary. Functions: Collect and prepare content and format for Council Agenda; Attend all council meetings; Maintain all ordinances, resolutions, proclamations and Town Code; Process and issue state/local licenses and permits; Maintain official town records and documents for public inspection; maintain custody of Town seal; Records Management including preservation of historical documents; Public Information Office; Administer and conduct municipal elections. Secretary to the Board of Adjustment; collect and prepare content and format for Board of Adjustment Agenda; Attend all BOA meetings, provide notary services. Functions of the Municipal Clerk's office are performed in accordance with Arizona Revised Statutes, Oro Valley Town Code, and the administrative policies and objectives of the Town. Goals: Provide accurate public information in a timely and efficient manner. Maintain public records and historical information and assist all departments in retention of records in accordance with Arizona State Law. Provide quality service to Oro Valley citizens, Town Council and Staff. Discussion on New Positions, Programs and Major Capital Outlay Requests: Request for an additional Deputy Clerk effective July 1, 1995. Capital Outlay: 1. Upgrade 286 computer to 486 computer at receptionist station for best capability of software usage. 2. Upgrade administration network to accommodate additional users. 3. Upgrade 2nd receptionist station telephone with switchboard station. 22 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $100,969 $101,892 $125,530 $125,530 $129,930 OPERATIONS&MAINTENANCE 38,218 39,834 63,163 55,550 56,550 CAPITAL OUTLAY 21,300 22,221 4,102 4,102 4,402 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 6,000 6,000 6,000-/ TOTAL EXPENDITURES $160,487 $163,947 $198,795 $191,182 $196,882 23 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $82,073 $82,551 $102,539 $102,539 $106,376 i Group Insurance 6,059 6,826 7,068 7,068 7,068 , Social Security/Medicare 6,279 6,249 7,844 7,844 8,137 Retirement Contributions 5,745 5,233 7,177 4 7,177 7,447 Unemployment Compensation 600 756 600 600 600 Workers'Compensation 213 277 302 302 302 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $100,969 $101,892 $125,530 $125,530 $129,930 24 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Town Clerk 1 1 $41,734 1 $41,734 1 $43,612 Deputy Clerk 1 1 21,996 1 21,996 1 22,985 Deputy Clerk/Receptionist 0.6 0.6 10,032 0.6 10,032 0.6 10,483 Deputy Clerk/Receptionist 0.4 0.4 7,992 0.4 7,992 0.4 8,351 Deputy Clerk/Receptionist 0 1 18,900 1 18,900 1 18,900 SUBTOTALS 3 4 100,654 4 100,654 4 104,331 MERIT 1,885 885 2,045 85 1, TOTAL-SALARIES&WAGES 3 4 $102,539 4 $102,539 4 $106,376 25 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Contract Personnel Services $1,465 $2,000 $1,500 $1,500 $2,500 Other Professional Services 1,000 1,000 1,000 1,000 1,000 Elections 6,000 6,000 24,000 18,000 18,000 , Equipment Repair&Maintenance 8,000 8,000 12,000 12,000 12,000 Communications&Postage 3,300 2,400 3,500 3,500 3,500 . Advertising 7,000 11,200 11,500 11,500 11,500 Printing&Binding 1,500 500 500 500 500 Recording Fees 2,000 1,630 2,000 2,000 2,000 Travel&Training 4,523 3,774 3,733 2,120 2,120 Memberships&Subscriptions 330 330 330 330 330 Office Supplies 3,000 3,000 3,000 3,000 3,000 Miscellaneous Other Operating 100 0 100 100 100 TOTAL O&M EXPENDITURES $38,218 $39,834 $63,163 $55,550 $56,550 26 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Clerk IIMC Intl.Conf.,New Mexico $1,613 $0 $0 Clerk AZ Leage Conf.,Paradise Valley 500 500 500 Clerk/Deputy AMCA Institute/Academy,Tempe 800 800 800 Clerk/Deputy AMCA Election Training,Scottsdale 220 220 220 Staff Software&Misc.Training 600 600 600 TOTAL $3,733 $2,120 $2,120 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Clerk/Deputy IIMC Annual Dues; Renewal $120 $120 $120 Clerk/Deputy AMCA Annual Dues; Renewal 60 60 60 Clerk/Deputy Election Offs of AZ dues 30 30 30 Clerk AZ Records Manager Assoc.dues 100 100 100 Clerk Model City Tax Code Updates 20 20 20 TOTAL $330 $330 $330 27 TOWN OF ORO VALLEY ' TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $21,300 $22,221 , 486 PC DX-80&Installation $1,863 $1,863 $2,163 , Upgrade Admin. Network 1/3&Install. 867 867 867 Upgrade telephone&Installation 902 902 902 Upgrade WP 5.1 to 6.0 470 470 470 , r TOTAL CAPITAL OUTLAY $21,300 $22,221 $4,102 $4,102 $4,402 28 TOWN OF ORO VALLEY TOWN CLERK GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL DEBT SERVICE: CONTINGENCY/RESERVE: Annexation of Area 2A Elections-addition of Polling Place $6,000 $6,000 $6,000 TOTAL DEBT SERVICE/CONT. $0 $0 $6,000 $6,000 $6,000 29 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Town Manager is responsible for the proper administration of the Town and serves as the administrative head of government under control and direction of the Town Council as provided under Section 3-2-1 of the Town Code. Discussion on New Positions Pro•rams and Ma-or Ca•ital Outla Re•uests: No new positions are requested. (1) 486DX-66 8MB RAM Computer, Monitor, Network Card: $1,600 To replace the 286 currently being used by the Manager. The 286 will be moved into the Government Relations Administrator's office. (1) Fire Proof Cabinet: $700 The Personnel Director is requesting a fireproof cabinet for storage of personnel records. The current fire-proof filing cabinet is filled to capacity. (1) 4 Drawer Locking File Cabinet: $450 To replace the file cabinet currently in the Administrative Assistant's office. The current cabinet does not meet OSHA standards, does not lock nor does it have the steel rods necessary to install locks. (1) Computer Work Station $200 For use by the Government Relations Administrator (1) Credenza with file drawers (Mgr.): $400 (1) Six-shelf book case (Personnel Director): $350 These two items are being requested to accommodate the large volume of files and manuals currently being held by the Manager and Personnel Director. (1) WordPerfect 6.0 Software with license: $214 (3) Upgrades only: $88/ea. Discussion on Existing Positions and Programs Terminated: Because of the constant increases in expenditures due to personnel and additional Town services, the Manager's office has agreed not to request additional personnel. Rather it is our philosophy that we should pool our resources as much as possible and work together to try to alleviate the stress and workloads of others whom we work closely with. Additionally, as time and workloads permit, we have agreed to assist other departments with miscellaneous projects and requests for staff assistance. 30 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $209,336 $207,446 $220,442 $220,442 $229,625 OPERATIONS&MAINTENANCE 15,225 18,645 22,695 18,835 18,835 CAPITAL OUTLAY 2,925 2,925 4,300 3,900 3,900 DEBT SERVICE 0 0 0 0 0 L CONTINGENCY/RESERVE 15,000 3,500 15,000 10,000 10,000 TOTAL EXPENDITURES $242,486 $232,516 $262,437 $253,177 $262,360 31 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL • CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $172,860 $173,434 $185,054 $185,054 $193,063 Group Insurance 10,192 9,177 7,044 7,044 7,044 0- Social Social Security 13,224 12,748 14,157 14,157 14,769 Retirement Contributions 12,020 10,778 12,954 12,954 13,516 Unemployment Compensation 600 756 600 600 600 f Workers'Compensation 440 553 633 633 633 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $209,336 $207,446 I $220,442 $220,442 $229,625 32 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Town Manager 1 1 $75,175 1 $75,175 1 $75,175 Administrative Assistant 1 1 25,448 1 25,448 1 26,593 Personnel Director 1 1 34,367 1 34,367 1 35,913 Governmental Relations Administrator 1 1 44,000 1 44,000 1 45,980 SUBTOTALS 4 4 178,990 4 178,990 4 183,661 lig '• MERIT niElinilliirag 6,064 illill:Elii.iliPlill 6,064 r9,402 TOTAL-SALARIES&WAGES 4 4 $185,054 4 $185,054 4 $193,063 33 TOWN OF ORO VALLEY - TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Contract Personnel Services $0 $1,000 $0 $0 $0 Other Professional Services 0 500 0 0 0 Equipment Repair&Maintenance 500 100 500 500 500 Communications&Postage 800 845 900 1,000 1,000 Advertising 2,500 6,125 0 0 0 Recruitment-Advertising 0 0 5,000 5,000 5,000 Recruitment-Postage 0 0 2,000 2,000 2,000 Recruitment-Relocation Expenses 0 0 3,000 3,000 3,000 Printing&Binding 1,000 100 700 500 500 . Travel&Training 7,300 7,300 7,635 3,875 3,875 Memberships&Subscriptions 1,575 1,575 1,860 1,860 1,860 Office Supplies 1,000 1,000 1,000 i 1,000 1,000 Miscellaneous Other Operating 550 100 100 100 100 TOTAL O&M EXPENDITURES $15,225 $18,645 $22,695 $18,835 $18,835 34 • TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Town Manager ICMA Conference-Toronto,Canada $1,800 $0 $0 Town Manager League Conference-Paradise Valley,AZ 400 400 400 -' Town Manager ACMA Summer Conference 300 150 150 Town Manager ACMA Winter Conference 300 300 300 Town Manager Other as Needed 200 0 0 Admin.Asst. League Conference-Paradise Valley,AZ 100 100 100 , Admin Asst. AZ Municipal Mgmt Asst Assn.-Misc. 50 50 50 . Admin.Asst. Software Training/Other 500 250 250 Personnel Director League Conference-Paradise Valley,AZ 400 0 0 Personnel Director Other-Local 300 300 300 Govt. Rel.Admin. League Conference-Paradise Valley,AZ 400 250 250 Govt.Rel.Admin. AZ Hydrological Society-Phoenix v 300 300 300 •-f Govt. Rel.Admin. Cambridge Institute-Phoenix 400 0 0 / Govt.Rel.Admin. State Agency Meetings 910 500 500 ' Govt. Rel.Admin. Local Seminars 325 325 325 Govt. Rel.Admin. Misc.Software Training 200 200 200 - / 1 Department Misc. Mileage 750 750 750 f TOTAL $7,635 $3,875 $3,875 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Town Manager ICMA-Renewal $560 $560 $560 Town Manager ACMA-Renewal 90 90 90 Town Manager Local Publications(incl.newspapers) 375 375 375 Admin.Asst. AMMAA-Renewal 25 25 25 Personnel Director IPMA-Renewal 150 150 150 Personnel Director NESRA-Renewal 150 150 150 Personnel Director Human Resources Guide-Renewal 385 385 385 Govt. Rel.Admin. AWWA-New 25 25 25 Govt. Rel.Admin. AZ PCA-New 25 25 25 Govt.Rel.Admin. AZ Hydrology-New 75 75 75 TOTAL $1,860 $1,860 $1,860 35 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $2,925 $2,925 486 Computer $1,600 $1,600 $1,600 Fireproof Cabinet(Pers. Dir.) 700 700 700 4 Drawer File w/lock(Admin.Asst.) 450 450 450 Computer Workstation(G.R.A.) 200 200 200 Credenza w/files(Twn Mgr) 400 0 0 6 Shelf Bookcase(Pers. Dir) 350 350 350 Wordperfect 6.0 Updgrade 600 600 600 , TOTAL CAPITAL OUTLAY $2,925 $2,925 $4,300 $3,900 $3,900 36 TOWN OF ORO VALLEY TOWN MANAGER GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL DEBT SERVICE: CONTINGENCY/RESERVE: Manager's Contingency $15,000 $3,500 $15,000 $10,000 $10,000 TOTAL DEBT SERVICE/CONT. $15,000 $3,500 $15,000 $10,000 $10,000 37 TOWN OF ORO VALLEY FINANCE GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Finance Department is responsible for all financial activities of the Town including accounting, budget development, coordination and analysis, financial statement preparation, audit coordination, assessment district billing, managerial reporting and participation in a variety of other administrative projects. The Department also coordinates the Town's risk management program and acts as a purchasing agent for the Town. The Department has a staff of four employees including a Finance Director, Accountant II, Accountant I and Accounting Clerk. Discussion on New Positions, Programs and Major Capital Outlay Requests: No new positions are requested. Discussion on Existing Programs: The Finance Department requested to convert the existing governmental accounting software to a more flexible, personal computer based software system through the Capital Improvements Program. The request ranked 21 out of 27 for prioritized projects. $11,000 out of a requested amount of $25,300 was allocated to the project. The Department will seek to secure the remaining funding through the FY 1996/97 Capital Improvements Program. The requested software will allow the department to continue to operate efficiently and mitigate the need for additional personnel. 38 TOWN OF ORO VALLEY FINANCE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $149,692 $147,409 $162,068 $162,068 $247,950 OPERATIONS&MAINTENANCE 33,375 26,125 35,475 24,675 25,800 CAPITAL OUTLAY 2,500 3,100 900 900 29,200 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 0 0 0 TOTAL EXPENDITURES $185,567 $176,634 $198,443 $187,643 $302,950 39 TOWN OF ORO VALLEY FINANCE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $120,481 $118,783 $128,159 $128,159 $197,895 Group Insurance 10,869 10,203 13,098 13,098 18,502 Social Security 8,996 8,964 9,804 9,804 15,138 Retirement Contributions 8,434 8,315 8,971 8,971 13,853 Unemployment Compensation 600 756 600 600 900 Workers'Compensation 312 388 436 436 662 Other Employee Benefits 0 0 1,000 1,000 1,000 TOTAL PERS'L EXPENDITURES $149,692 $147,409 $162,068 $162,068 $247,950 40 TOWN OF ORO VALLEY FINANCE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES • CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Finance Director 1 1 $51,467 1 $51,467 1 $58,000 Accountant II 1 1 30,520 1 30,520 1 31,893 Accountant I 1 1 24,000 1 24,000 1 25,080 Accounting Clerk 1 1 18,118 1 18,118 1 18,933 Economic/Finance Position 0 0 0 0 0 1 40,000 Secretary 0 0 0 0 0 1 19,935 SUBTOTALS 4 4 124,105 4 124,105 6 193,841 MERIT INF :iiiiiiiiiiiiiiNiiiiiinaggiliiiiii 4,054 4 0 4 54 H.iiiiiiiiiiiiiiniiiiiiiiiiiiiiiiiiit 4, 5 0 4 TOTAL-SALARIES&WAGES 4 4 $128,159 4 $128,159 6 $197,895 41 TOWN OF ORO VALLEY FINANCE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1993-1994 ESTIMATED DEPARTMENT MANAGER 1994-95 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $2,500 $3,100 1/3 share of Novel Netware $900 $900 $900 Governmental Accounting Software 25,300 Computer&Office Furniture-Secretary 3,000 TOTAL CAPITAL OUTLAY $2,500 $3,100 $900 $900 $29,200 44 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK DEPARTMENT DESCRIPTIONS/FUNCTIONS/GOALS: There are currently five full-time personnel working in the Legal Department. The personnel as of March 7, 1995 are : Tobin Sidles, Town Attorney/Chief Prosecutor; Carol Morgan, Town Prosecutor; Beverly Bogardus, Paralegal; Sheila Moeur, Legal Secretary and Melissa Cimino, Receptionist. The Legal Department serves as the legal advisor to the Town Manager, Town Council, Department Heads, Staff, and all the various Boards and Commissions. As in all municipalities, the areas of legal expertise and practice must be extremely broad, including such areas as elections, taxes, administrative law, defamation, parliamentary procedure, torts, criminal law and prosection, personnel, land use, engineering, planning, zoning, contracts, etc. The office also functions as the Police Department legal advisor for specialized police issues. This office also prosecutes misdemeanor offenses arising within the Town boundaries in the local Magistrate Court, refers felonies and state issues to the County Attorney's Office and the Attorney General's Office. We have to practice in the Superior Court, and whatever other courts are necessary. The office this year intends to continue its emphasis on developing its research resources and gather necessary information and documentation for possible litigation when not working on other Town issues. Our goal is provide professional legal advice in order to prevent or minimize the Town's exposure for litigation and to increase the probability of success. The department will assist in the litigation within its present capabilities while providing assistance to the various inquiring agencies. The Legal Department has developed its own mission statement which reads " The Mission of the Oro Valley Legal Department is to work cooperatively with the Town Council, Town Staff and Town Citizens to maintain the values of the community as determined by the Town Council. The legal department pledges to uphold the Constitutions of the United States and the State of Arizona, to follow the state laws, and to conform to the highest standards of legal ethics._ The department believes in offering alternatives to litigation first, and to engage in litigation when necessary as determined by the Town Council. The legal departments role is fundamental in protecting lives, protecting property, and protecting the Town officers and citizenry." DISCUSSION ON NEW POSITIONS,PROGRAMS AND CAPITAL OUTLAY REQUESTS: The department is requesting another Assistant Town Attorney mostly to assist with the civil practice and occasionally help with the criminal case load. The Legal Department would like to create in-house legal files for litigation work, along with providing additional training for the Town's Departments, Boards and Commissions in order to better serve the Towns needs as a fast growing community. Due to the number and varied types of requests, we no longer have the luxury of being able to spare the time to go to the County Law Library and conduct research. We are extremely pleased with the new CD-ROM research system and are asking for additional research materials. Our departmental plan is to automate as much as possible in order to handle the questions in a more timely manner. DISCUSSION ON EXISTING POSITIONS AND PROGRAMS TERMINATED: In the past the department had more free time to do detailed research away from the office along with helping other departments formulate policies. As the Town continues to grow and change, the number of legal issues, duties and involvement continues to rise. Additional duties and research this year for our department from past years included the implementation of new Town Code zoning violation prosecutions, the presentation of a community seminar regarding Gangs and Gang problems, more legal training programs for the police and Boards, a very large amount of complex land-use related issues research, more parliamentary procedure issues, unusual election questions, statutory interpretations, different annexation matters, and conflict issues. The department had previously completely eliminated their forfeiture program over a year ago and there are still no plans to resume this. This last year we requested the re-classification of Sheila Moeur from Legal Secretary to either Administrative Assistant or Paralegal and a review of the Prosecutor position. We are also requesting for this next year that the receptionist position or job description be upgraded to Secretary to allow more utilization of her talents. The prosecutors position has generally been to busy to help with the civil end, and the successful annexation make her help with this even less likely. There have been no decreases in the type or number of Departmental programs. 45 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $191,416 $185,171 $261,944 $204,619 $212,959 OPERATIONS&MAINTENANCE 58,225 39,500 50,682 74,737 174,737 CAPITAL OUTLAY 9,656 9,656 9,120 7,320 7,320 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 00 0 0 0 TOTAL EXPENDITURES $259,297 $234,327 $321,746 $286,676 $395,016 46 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $158,840 $154,874 $216,744 $166,744 $174,017 Group Insurance 8,256 7,545 12,148 12,148 12,148 Social Security/Medicare 12,151 11,700 16,580 12,755 13,311 Retirement Contributions 11,119 9,837 15,172 11,672 12,183 Unemployment Compensation 750 945 900 900 900 Workers'Compensation 300 270 400 400 400 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $191,416 $185,171 $261,944 $204,619 $212,959 47 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Town Attorney/Chief Prosecutor 1 1 $50,399 1 $50,399 1 $52,666 Asst.Town Attorney/Prosecutor 1 1 44,100 i 1 44,100 1 46,054 t Paralegal 1 1 29,866 1 29,866 1 31,210 Legal Secretary 1 0 0 0 0 0 0 . Receptionist/Clerk 1 1 14,781 1 14,781 1 15,446 Asst.Town Attorney/Prosecutor 0 1 50,000 0 0 0 0 Legal Assistant 0 1 23,197 1 23,197 1 24,240 . SUBTOTALS 5 6 212,343 5 162,343 5 169,616 4 1 4 1 4 0 4 1 4 0l'Ili.ilii.:illlii:::2i5liiii!Ill!Illk , 4 0 MERITME TOTAL-SALARIES&WAGES 5 A 6 $216,744 5 $166,744 5 $174,017 48 TOWN OF ORO VALLEY - LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL , CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Outside Legal Services $20,000 $20,000 $20,000 $50,000 $150,000 _ Other Professional Services 3,100 2,800 4,500 3,100 3,100 Equipment Repair&Maintenance 4,900 4,900 5,500 5,500 5,500 Communications&Postage 2,500 1,000 1,600 1,300 1,300 Printing&Binding 250 500 750 600 600 Advertising 0 0 350 350 350 Travel&Training 6,950 4,500 7,850 4,550 4,550 Memberships&Subscriptions 2,925 2,100 6,532 5,737 5,737 Office Supplies 2,500 1,700 2,000 2,000 2,000 Public Information Services 0 0 1,500 1,500 1,500 Miscellaneous Other Operating 100 0 100 100 100 Water Study:Outside Legal Services 15,000 2,000 0 0 0 TOTAL O&M EXPENDITURES $58,225 $39,500 $50,682 $74,737 $174,737 49 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL A.E.L.E. Police Liability Workshop $400 $400 $400 NIMLO-Chicago 2,200 0 0 City Attorneys Conference 300 300 300 AMRRP Risk Management Seminar 250 250 250 Pima County Bar CLE 350 250 250 Arizona State Bar CLE 2,000 1,000 1,000 Various Miscellaneous 400 400 400 APAAC Summer Conference 300 i 300 300 Land Use Law Conference 500 500 500 Criminal Year Conference 150 150 150 Computer network training 500 500 500 West CD-ROM research training 500 500 500 TOTAL $7,850 $4,550 $4,550 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Arizona State Bar Renewals $1,100 $700 $700 Pima County Bar Assoc.Renewals 210 140 140 N I M LO Renewal 375 250 250 Tucson Legal Secretaries Renewal 150 150 150 Miscellaneous 150 0 0 Pacific Digests 1,863 1,863 1,863 Pacific Reporters 125125 125 a Physicians Desk Reference(1995) 50 50 50 Arizona Revised Stature Updates 165 165 165 1995 Criminal Procedure Update 100 100 100 1995 Search and Seizure Update 100 100 100 (Continued) 50 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING,MEMBERSHIPS&SUBSCRIPTIONS DETAIL MEMBERSHIPS&SUBSCRIPTIONS , POSITION ASSOCIATION; RENEWAL OR NEW Land Use Law and Zoning Digest $250 $250 $250 3 Volumes of ARS for Admin 300 300 300 Arizona Appellate Handbook set 275 275 275 Managers Legal Bulletin 50 0 0 Municipal Immunity Bulletin 70 70 70 2 Copies, Roberts Rules of Order 125 125 125 WordPerfect Magazine 24 24 24 McQuillans Municipal Updates 500 500 500 . Shephard's Updates 400 400 400 Legislative Updates 150 150 150 TOTAL $6,532 $5,737 $5,737 51 TOWN OF ORO VALLEY LEGAL GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $9,656 $9,656 , CD-ROM Materials $4,000 $4,000 $4,000 CD-ROM Updates 1,020 1,020 1,020 West Shepard's Citator 600 600 600 Office Chairs(3) 1,200 1,200 1,200 Phones(Library/Attorney) 300 300 300 Storage Rack 200 200 200 486 Computer&Install.&Netware 1,800 0 0 TOTAL CAPITAL OUTLAY $9,656 $9,656 $9,120 $7,320 $7,320 e 52 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goats: General Administration comprises the services necessary for the operation and maintenance of Town facilities. Primary budget allocations include repair and maintenance of buildings and grounds, utilities, pool vehicle repair and maintenance and liability insurance premiums. General Administration is used to account for monetary transfers to other funds and an appropriated contingency amount. New Positions: The Town's physical resources have grown to the extent that a full-time maintenance person is required. The acquisition of Dennis Weaver Park and the completion of the new police facility added to the Town Hall and 680 W. Calle Concordia will require routine maintenance of the heating and air conditioning systems. The electrical lighting, plumbing fixtures, minor repair of roofs, walls, ceiling and doors are among some of the other tasks that a maintenance person could perform. Without this maintenance, the Town will experience premature high cost of repairs. The maintenance and repair person should answer to the Town Manager through the Building Official. 53 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT.REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of No.of No.of AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Custodian (2 @.5) 1 1 $16,400 1 $16,400 1.5 $25,581 Maintenance&Repairman 0 1 26,000 0 0 1 26,000 SUBTOTALS 1 2 42,400 1 16,400 2.5 51,581 MERIT 639 639 639 TOTAL-SALARIES&WAGES 1 2 $43,039 1 $17,039 2.5 $52,220 56 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL-ORO VALLEY TOWN HALL, LA CANADA DRIVE CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Contract Personnel $8,000 $8,000 $0 $0 $0 Water&Sewerage 4,200 4,600 6,700 6,700 6,700 Custodial&Landfill Fees 0 5,005 0 0 0 Vehicle Repair&Maintenance 3,200 2,500 3,200 3,200 3,200 Equipment Repair&Maintenance 9,500 14,000 14,000 14,000 14,000 Building Repair&Maintenance 9,400 11,500 12,000 12,000 12,000 Grounds Repair&Maintenance 12,600 12,600 16,200 16,200 16,200 Rentals 5,000 5,400 3,960 3,960 3,960 « 1 Insurance 82,103 45,521 90,000 71,848 71,848 Telephone Service 19,000 17,500 21,000 21,000 21,000 Office Supplies 4,900 3,800 6,000 6,000 6,000 Natural Gas&Electricity 30,000 28,000 30,000 30,000 30,000 Gasoline&Oil 4,500 4,300 4,300 4,300 4,300 Non-Capitalized Equipment 0 1,000 1,000 1,000 1,000 Miscellaneous Other Operating 15,000 10,000 10,000 10,000 10,000 Lgl/Eng Costs-Water Co.Aquisition 100,000 0 0 0 0 Annexation Expenses 10,000 7,500 10,000 10,000 40,000 ADA Accessibility Improvements 130,000 0 0 25,700 25,700 , TOTAL O&M EXPENDITURES $447,403 $181,226 $228,360 $235,908 $265,908 57 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL-CALLE CONCORDIA CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Water&Sewerage $2,900 $2,000 $0 $0 $0 Custodial&Landfill Fees 0 1,680 0 _ 0 _ 0 Equipment Repair&Maintenance 2,100 1,200 0 0 0 Building Repair&Maintenance 1,500 800 0 0 0 Telephone Service 3,200 5,200 0 0 0 ' _ Office Supplies 1,200 900 0 0 o Natural Gas&Electricity 9,000 8,700 - 0 0 0 ellaneous Other O eratin 500 0 0 0 0 Misc p g TOTAL O&M EXPENDITURES $20,400 $20,480 $0 $0 $0 58 GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL-POLICE FACILITY, LA CANADA DRIVE CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Water&Sewerage $1,450 $1,500 $0 $0 $0 Equipment Repair&Maintenance 1,000 1,000 0 0 0 Building Repair&Maintenance 1,000 500 0 0 0 Telephone Service 2,900 4 4,170 0 0 0 Office Supplies 600 500 0 0 0 Natural Gas&Electricity 14,000 4 19,000 0 0 0 Miscellaneous Other Operating 1,000 700 0 0 0 TOTAL O&M EXPENDITURES $21,950 $27,370 $0 $0 $0 59 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $62,636 $55,000 , Improvements 161,500 18,500 , Pickup Truck-Repairman $11,000 $0 $11,000 Voice Mail System 6,750 6,750 6,750 680 W. Calle Concordia 120,000 120,000 150,000 ADA Improvements-Driveway 7,000 7,000 7,000 On-Line Bulletin Board0 0 4,000 TOTAL CAPITAL OUTLAY $224,136 $73,500 $144,750 $133,750 $178,750 60 TOWN OF ORO VALLEY GENERAL ADMINISTRATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OTHER FINANCING USES/CONTINGENCY • CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL OTHER FINANCING USES: Transfer to Highway Fund $472,695 $472,695 $1,169,748 $602,828 $874,767 Transfer to Heritage Fund Grant 0 0 0 0 150,000 Transfer to Development Services Building Fund 16,000 0 400,000 _ 0 32,000 Transfer to Police Facility Construction Fund 311,321 311,321 0 0 0 Transfer to ETH Debt Service 173,440 173,440 177,195 177,195 177,195 Transfer to La Canada Drive DIFO 0 0 2,580,545 2,580,545 2,580,545 SUBTOTAL: FINANCING USES 973,456 957,456 4,327,488 3,360,568 3,814,507 CONTINGENCY/RESERVE: 2,824,869 --------------- _ __—___- 2,143,660 1,371,668 TOTAL O.F.U./CONT. $3,798,325 $957,456 $4,327,488 $5,504,228 $5,186,175 61 62 Development Services TOWN OF ORO VALLEY PLANNING & ZONING GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Planning and Zoning Department was established to administer the Town's General Plan and Zoning Ordinance through established policies and procedures with adherence to sound public administration policies; to communicate with the public in all planning and zoning matters; to provide staff assistance to the Council, Planning and Zoning Commission, Development Review Board and Board of Adjustment; to prepare amendments to the Oro Valley Zoning Code as directed by the Town Council and Planning Commission; to coordinate with the Public Works Department, Building Safety Department and other Town offices; to review and make recommendations to the various Town Boards, Commissions and Town Council regarding development proposals and rezonings; to enforce the subdivision, zoning and building codes of the Town; and to prepare and make recommendations for long range planning studies to aid in the orderly growth and development of the Town. Discussion on New Positions, Programs and Major Capital Outlay Requests: One new position was approved for this department in the 4th quarter of FY 1994-95, which was not part of the FY 1994-95 budget. The position of Landscape/Grading Inspector was approved in March of 1995 to help the department handle increasing demands for enforcement of the Town's landscape and grading provisions. Two new positions are requested for FY 1995-96: Senior Planner and GIS Technician. The Senior Planner position is required due to increased workload from the successful Peninsula annexation and anticipated workload from the Canyon Shadows and Oracle/Magee annexations. The Senior Planner designation is needed because of growing demands for ordinance preparation and advanced planning skills. The GIS Technician will be responsible for data entry into the department's automated mapping equipment. While the department currently has most of the equipment needed for GIS operations, we do not have sufficient staff to enter data and configure map products. The GIS Technician may also be utilized to enter data into the "Permits" software program, jointly used by Building Safety, Public Works and Planning and Zoning to monitor and track development in Oro Valley. While the Planning and Zoning Department has made significant strides in the improvement of our computer system, this year's budget request includes additional expenditures to further enhance our technical environment. These requests include monies for computerized mapping software, a departmental fax machine, and a share of the cost for a new Community Development photocopier. We are also requesting three new computer work stations for three new positions ($4500), two cellular telephones for the Director and Zoning Inspector (cost estimate here), and a notebook/laptop computer to be used for meetings ($2500). The adopted General Plan calls for a Sector Plan to be developed for each of the Town's nine sectors. This budget request includes $30,000 for consultant assistance in the preparation of the Tangerine Corridor Specific Plan. This project will commence upon the completion of the current General Plan update. anticipated update of every five years. We are requesting funding for a detailed update this year with the use of a consultant. Given the level of parcel specific detail that the Commission looks for we anticipate this project will run as high as $60,000. In addition, the Tangerine Corridor, if pursued this budget year will cost approximately $20,000. I do not anticipate a large impact to my Department resulting from the "Peninsula" annexation. The property owners in this area are in the process of platting the majority of non-platted property in this area. If this annexation becomes a reality, the major impact will be on Building Safety and Public Works. We should be able to handle the remaining non-zoned, non-platted areas (approximately 400 acres) with the existing and requested staff. Discussion on Existing Positions and Programs Terminated: No existing positions or programs will be terminated this budget year. 63 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY 1 CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $311,329 $304,255 $419,376 $363,225 $437,743 OPERATIONS&MAINTENANCE 137,925 98,500 . 98,150 102,200 91,900 CAPITAL OUTLAY 14,258 14,258 23,900 19,200 19,200 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 50,000 0 50,000 75,000 75,000 EXPENDITURES? TOTAL $513,512 _ $417,013 $591,426 $559,625 $623,843 64 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $249,638 $249,191 $344,882 $292,044 $354,354 Overtime 0 150 0 0 0 Group Insurance 23,574 19,603 25,685 25,897 28,797 Social Security/Medicare 18,754 18,907 24,182 22,341 27,107 Retirement Contributions 17,475 14,096 22,127 20,443 24,806 Unemployment Compensation 1,200 1,512 1,500 1,500 1,500 Workers'Compensation 688 796 1,000 1,000 1,179 Other Employee Benefits 0 0 0 0 _ 0 , TOTAL PERS'L EXPENDITURES $311,329 $304,255 $419,376 $363,225 $437,743 65 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT .. 'Director 1 1 $47,775 1 $45,513 1 $60,000 Assurances Coordinator 0.67 0.67 16,000 0.67 16,800 0.67 17,556 ,Asst. Planning&Zoning Director 1 1 42,200 1 42,235 1 44,135 Planner II 1 1 34,000 1 32,000 1 ' 33,440 Processin Clerk 1 1 21,000 1 20,475 1 21,396 9 , Planner I 2 2 61,700 2 61,482 2 64,248 28,335 1 Zoning Inspector 1 1 27,154 1 27,150 , . Landscape/Grading Inspector 1 1 19,000 1 19,000 1 19,855 Senior Planner 0 1 38,000 0 0 1 38,000 GIS Technician (Contract) 0 1 23,000 1 23,000 1 23,000 a SUBTOTALS 8.67 10.67 329,829 9.67 287,655 10.67 349,965 4 3 8 9 C::::::::::::::::..:::::::::::::::::::::::::::::::::::: 4 38 9 15,053 . R .. ME �E� .. ...............................,�.............,,..........:�i1111111i111111111 TOTAL-SALARIES&WAGES 8.67 10.67 $344,882 9.67 $292,044 10.67 $354,354 66 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Consultants $102,250 $65,800 $60,000 $60,000 $60,000 Other Professional Services 2,500 2,900 3,500 15,000 3,500 Equipment Repair&Maintenance 2,500 1,000 1,500 1,500 1,500 Communications&Postage 2,200 4 2,200 2,500 2,500 2,500 Advertising 900 2,400 2,500 2,500 2,500 Printing&Binding 2,500 4,200 4,000 4,000 4,000 Travel&Training 16,075 12,000 15,350 9,250 10,450 Memberships&Subscriptions 4,100 4,100 4,350 3,150 3,150 Office Supplies 4,500 3,800 - 4,200 4,200 4,200 Miscellaneous Other Operating 400 100 250 100 100 TOTAL O&M EXPENDITURES $137,925 $98,500 $98,150 $102,200 $91,900 67 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING,MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL P&Z Commission (5) Arizona APA Conference-Tucson $1,000 $1,000 $1,000 ' DRB (5) Arizona APA Conference-Tucson 1000 1000 1000 Staff(5) 4 Arizona APA Conference-Tucson 1,000 1,000 1,000 P&Z Commission (2) American Planning Association-National 2,400 1,200 1,200 Staff(1) National Training Labs Summer Conference 1,200 0 , 0 , Staff(2) American Planning Association-National _ 2,400 1,200 2,400 BOA(5) APA Workshop 375 , 375 4 375 , P&Z Commission (5) APA Workshop 375 375 375 DRB (5) APA Workshop 375 375 375 Staff(9) APA Workshop 550 , 550 550 " BOA(5) BOA Workshop 375 375 • 375 Staff(5) Computer Training 4,000 1,500 1,500 Staff(1) Professional Development Seminar 300 300 4 300 TOTAL $15,350 $9,250 $10,450 MEMBERSHIPS&ASSOCIATIONS POSITION ASSOCIATION; RENEWAL OR NEW DRB/P&ZC/Staff(21) APA Membership(21) $3,150 $1,950 $1,950 Director/Asst. Dir. AICP Membership(2) 500 500 500 Parks&Rec.Adm. Books/Periodicals 700 700 700 Parks and Rec.Adm. _ , Staff TOTAL $4,350 $3,150 $3,150 68 • TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery &Equipment $14,258 $14,258 Microfiche Reader/Printer 0 0 $3,500 $1,000 $1,000 Facsimile Machine • 0 0 2,200 500 500 Electronic Labeling Machine 0 0 700 700 700 Photocopy Machine 0 0 • 13,500 13,500 13,500 Cellular Telephone(Director) 0 0 400 400 400 Cellular Telephone (Inspector) 0 0 400 400 400 Office Dividers(Basement) 0 0 1,000 1,000 1,000 Office Furniture 0 0 1,500 1,000 1,000 Hanging Files 0 0 700 700 700 TOTAL CAPITAL OUTLAY $14,258 $14,258 $23,900 $19,200 $19,200 69 TOWN OF ORO VALLEY PLANNING&ZONING GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW _ APPROVAL DEBT SERVICE: , CONTINGENCY/RESERVE: *S ecial Census $50,000 $0 $40,000 $65,000 . $65,000 P Annexation 2A10,000 10,000 10,000 TOTAL DEBT SERVICE/CONT. $50,000 $0 $50,000 $75,000 $75,000 70 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: Building Safety is a function of Development Services. Site Development plans, grading, retaining walls, fire lanes, etc. are routinely reviewed by this department for their impact on buildings. We coordinate our work with Planning & Zoning and Public Works. Building Safety Department coordinates all facets of building plan reviews for Code conformance and the subsequent inspections process for construction for code conformance. All residential building plans including apartment complexes are reviewed in house and all residential construction inspections are done by Town staff. Residential construction activity accounts for 95% of the work load. Commercial building plans are reviewed by outside consultants for conformity to the Plumbing, Mechanical, Electrical and Structural Code. The Building and Fire Safety reviews are done in-house. The Swimming Pool and Spa Code enforcement are the responsibility of this department. This department also reviews the current editions of the Uniform Building, Plumbing, Mechanical and Electrical Code and makes recommendations for amendments and ultimate adoption. The Town has adopted the 1991 edition of the Uniform Building Code, the 1991 Uniform Plumbing Code, the 1991 Uniform Mechanical Code, the 1991 Uniform Fire Code and the 1993 National Electrical Code. The 1994 UBC, UPC and UMC are currently being reviewed and it is expected that adoption of these codes by the Town Council will be requested this year. The Building Official acts as Contract Administrator for new building construction. Discussion on New Positions, Programs and Major Capital Outlay Requests: The Building Safety Department is currently issuing an average of 130 building permits per month and is generating a revenue of approximately $95,000 per month. By surveying all the contractors and developers currently doing business in the Town and estimating the number of custom houses, apartment projects and miscellaneous remodelings, additions, swimming pools and spas, etc., it is estimated that the construction activity will increase 5% in FY 1995/96. Requests for inspections will increase from 80 to 100 per day to 95 to 120 per day. We will respond to these requests with the equivalent of 5 inspectors. The Chief Building Inspector will be in the office reviewing plans. This department has purchased a new permit and inspection tracking system which will increase the efficiency and accuracy of the clerical and records part of the Building Safety department. The Town will be asked to adopt the 1994 Uniform Building Codes in June, 1995. Some travel and training is always necessary to keep our staff up to date with the new codes. Certification of the building inspectors is made possible with this training. Discussion on Existing Positions and Programs Terminated: Our present full-time staff includes of a Building Official, a Chief Building Inspector, four full-time building inspectors, a permits coordinator and full-time and part-time clerk/receptionists. The Chief Building Inspector will assist the Building Official in reviewing plans for conformance with the codes and subsequent issuance of building permits. The department needs a compact truck for each of its inspectors. One additional full-time building inspector is needed since annexing the peninsula area to handle additional building inspections. 71 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $303,376 $295,359 $346,430 $313,269 $327,603 . ,OPERATIONS&MAINTENANCE 25,780 29,480 41,890 29,080 33,180 24,900 25,075 12,300 600 600 CAPITAL OUTLAY . DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 0 , 0 , 0 . TOTAL EXPENDITURES $354,056 $349,914 $400,620 $342,949 $361,383 72 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $238,466 $236,602 $276,149 $250,149 $261,131 , Overtime Pay 500 326 0 0 1,500 , Group Insurance 24,395 19,329 23,926 21,224 21,224 Social Security/Medicare 18,608 17,906 21,125 19,136 20,091 Retirement Contributions 17,027 15,828 19,330 17,510 18,384 Unemployment Compensation 1,350 1,701 1,500 1,350 1,350 Workers'Compensation 3,030 3,667 4,400 3,900 3,923 Other Employee Benefits 0 0 0 0 0 , TOTAL PERS'L EXPENDITURES $303,376 $295,359 $346,430 $313,269 $327,603 73 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Building Official 1 1 $50,800 1 $50,800 1 $53,086 Building Clerk 1 0 0 0 0 0 0 ,- ,Chief Building Inspector 1 1 39,122 1 39,122 1 40,882 1 Building Inspector 11 32,141 1 32,141 4 1 33,587 Building Inspector 11 27,566 1 27,566 1 28,806 , Building Inspector 1 1 29,103 1 29,103 1 30,412 Building Inspector 1 1 27,518 1 27,518 1 28,756 Clerk/Receptionist 11 13,592 1 13,592 1 14,203 Part-time Clerk 0.5 0.5 5,200 0.5 5,200 0.5 5,360 Permits Coordinator 0 1 20,717 1 20,717 1 21,649 Building Inspector 0 1 26,000 0 0 0 0 SUBTOTALS 8.5 9.5 271,759 8.5 245,759 8.5 256,741 0 4 390 4 9 , 4 90 3 �:t�: 3 T - - - - RI __ ME _ TOTAL-SALARIES&WAGES 8.5 9.5 $276,149 8.5 $250,149 8.5 $261,131 74 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Contract Personnel Services $0 $1,500 $1,500 $1,500 $1,500 Consultants 8,000 12,000 18,000 10,000 10,000 Vehicle Repair&Maintenance 2,000 1,000 1,500 1,200 1,200 Equipment Repair&Maintenance 1,500 700 1,000 750 2,850 Communications&Postage 2,750 2,200 5,500 4,000 4,000 Advertising 0 100 100 0 0 Printing&Binding 2,000 3,700 4,500 4,000 4,000 Travel&Training 4,390 4,390 4,990 2,990 4,990 Memberships&Subscriptions 890 890 1,100 940 940 Office Supplies 2,500 2,000 2,500 2,500 2,500 Field Supplies 1,500 1,000 1,200 1,200 1,200 Miscellaneous Other Operating 250 0 0 0 0 TOTAL O&M EXPENDITURES $25,780 $29,480 $41,890 $29,080 $33,180 75 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING,MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Official .ICBO ABM Las Vegas $1,000 $0 $1,000 Building 700 700 Chief Bldg.Inspector IAPMO Annual Meeting 700 Building Inspectors(5) ICBO Advanced Training Seminar 2,000 1,000 2,000 ' Building Official S AZ Chap ICBO-Southern Arizona 390 390 390 Permits Coordinator Sierra"PERMITS"Conference-Visalia,CA 900 900 900 TOTAL $4,990 $2,990 $4,990 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION;RENEWAL OR NEW Building Official ICBG Renewal $160 $160 $160 ' Buidling Official IAPMO Renewal 160 160 160 ' 160 Building Official IAEI 160 160 Building Official Architect's License Renewal 160 0 0 Department NFPA Renewal 360 360 360 Building Inspector ICBO So.Ariz.Chap.Renwal 100 100 100 TOTAL $1,100 $940 $940 76 TOWN OF ORO VALLEY BUILDING SAFETY GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery &Equipment $14,400 $14,575 Vehicles 10,500 10,500 Pickup Truck $11,000 $0 $0 Cellular Phone 400 0 0 File Cabinets 600 600 600 Desk 200 0 0 Chair 100 0 0 TOTAL CAPITAL OUTLAY $24,900 $25,075 $12,300 $600 $600 77 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: During the coming years the Public Works Department will be working to continue review and inspection procedures for subdivision projects and residential development. The Public Works Department anticipates very high work loads in development review given the overall economic climate. Other general fund related endeavors of the Public Works Department are work elements associated with consideration of water company acquisition and maintenance/engineering of drainage facilities. Discussion on New Positions, Programs and Major Capital Outlay Requests: This budget proposal includes staffing levels relating to development services needs. Specifically, one civil engineer has been added to the FY 1995-96 Budget. The individual in this position will be responsible for review of current development projects and other general engineering projects. Major capital outlay items include costs associated with relocation of Public Works to Calle Concordia. Discussion on Existing Positions and Programs Terminated: No positions or programs are proposed for termination. 78 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $202,053 $178,730 $242,748 $201,025 $217,570 OPERATIONS&MAINTENANCE 41,400 22,800 52,550 31,350 31,350 CAPITAL OUTLAY 17,000 17,000 20,375 16,250 20,375 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 0 0 0 TOTAL EXPENDITURES $260,453 $218,530 $315,673 $248,625 $269,295 79 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $158,038 $147,087 $192,883 $159,883 $174,514 Overtime Pay 1,000 2,400 2,400 2,400 2,400 Group Insurance 15,675 6,335 13,919 11,219 11,219 Social Security/Medicare 12,770 11,367 15,303 12,414 13,533 Deferred Comp.Contributions 11,685 8,460 13,741 11,359 12,385 Unemployment Compensation 800 756 , 912 750 950 Workers'Compensation 2,085 2,325 3,590 3,000 2,569 - Other Employee Benefits 0 0 0 0 _ 0 TOTAL PERS'L EXPENDITURES $202,053 $178,730 $242,748 $201,025 $217,570 80 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT.REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Town Engineer 0.33 0.33 $15,000 0.33 $15,000 0.33 $15,675 Records Clerk 1 0.5 9,019 0.5 9,019 0.5 9,425 Civil Engineering Technician 3 3 85,376 3 85,376 1 29,218 Civil Engineer 1 2 70,000 1 37,000 2 75,240 Assistant Town Engineer 0 0.25 10,397 0.25 10,397 0.25 10,865 D Civil Engineer Designer 0 0 0 0 0 1 31,000 SUBTOTALS 5.33 6.08 189,792 5.08 156,792 5.08 171,423 1 0 1 �� 3 09 1 111111•Iniiiiii 3 09 3 9 .- MERIT TOTAL-SALARIES&WAGES5.33 6.08 $192,883 5.08 $159,883 5.08 $174,514 e 81 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL , CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL . Consultants $12,000 $14,000 $18,000 $18,000 $18,000 E ui ment Repair&Maintenance 500 500 500 500 500 q P P , Communications&Postage 1,000 700 1,000 1,000 1,000 Printing&Binding 500 500 1,000 1,000 1,000 Travel&Training 0 200 650 650 650 Office Supplies 4,800 5,200 6,000 5,500 5,500 Non-capitalized Equipment 2,600 1,700 2,500 1,800 1,800 Water Study-Engr.Services 20,000 i 0 20,000 0 0 Utilities 50%/50% 0 0 2,250 2,250 2,250 Maint/Janitorial 50%/50% 0 0 650 650 650 1 TOTAL O&M EXPENDITURES $41,400 $22,800 $52,550 $31,350 $31,350 82 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1994-1995 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1994-95 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Civil Engr. Hydrology Seminar - $300 $300 $300 All Staff Intermediate Computer Training 200 200 200 • Secretary Office Skills 150 150 150 TOTAL $650 $650 $650 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW • TOTAL 83 TOWN OF ORO VALLEY PUBLIC WORKS GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION , BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $17,000 $17,000 1/2 HWY, 1/2 GF $4,750 $4,750 $4,750 486 Computer , Move to Calle Concordia _ • 2,500 2,500 2,500 File Server , 500 500 500 Laser P-rinter 2,500 2,500 2,500 Remote Access Bridges , 500 500 500 Partitions 500 500 500 Files Phones 750 750 750 � 0 2,500 Copier 2,500 500 500 500 Furniture Vehicle5,375 3,750 5,375 TOTAL CAPITAL OUTLAY $17,000 $17,000 $20,375 $16,250 $20,375 84 Parks and Recreation - TOWN OF ORO VALLEY PARKS & RECREATION GENERAL FUND FISCAL YEAR 1995-1996 DIVISION REVIEW AND OUTLOOK , Division Description/Function/Goals: The Parks and Recreation Division is part of the Planning and Zoning Department. The division is charged with overseeing the maintenance and operation of Dennis Weaver Park. In addition, the division is also responsible for operating a number of recreational activities, including the Dennis Weaver pool, Dennis Weaver racquetball courts, and coordination of league play on Dennis Weaver softball, Little League, and soccer fields. If the Canyon Shadows annexation is successful, it will bring the Overton Fine Arts Center into the Town of Oro Valley. The Parks, Open Space, and Trails Master Plan recommends that the Town should acquire this property, meaning that the division would also be responsible for programming at that facility. The overall goal of the division is to acquire sufficient park lands and to develop appropriate recreational programs to provide for the needs of the community. Discussion on New Positions, Programs and Major Capital Outlay Requests: The budget request for FY 1995-96 includes a proposal for the position of Recreation Coordinator. This position would report to the Parks and Recreation Administrator and would be responsible for coordinating recreational programs at Dennis Weaver Park. The position could also be responsible for developing additional recreational programs at the Overton site if it is acquired by the Town. Capital outlay expenses contained in the proposed budget relate primarily to the operation, renovation, and repair of facilities at Dennis Weaver Park. Discussion on Existing Positions and Programs Terminated: 85 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $42,736 $42,736 $167,287 $168,287 $175,619 OPERATIONS&MAINTENANCE 92,239 66,250 157,628 156,378 156,378 CAPITAL OUTLAY 15,600 15,600 57,100 47,900 57,100 OTHER FINANCING USES 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 _ 0 0 0 , TOTAL EXPENDITURES $150,575 $124,586 $382,015 $372,565 $389,097 86 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $40,196 $40,196 $144,722 $144,722 $151,116 Group Insurance 713 713 6,484 6,484 6,484 , Social Security 1,021 1,021 11,071 11,071 11,560 Retirement Contributions 0 0 3,710 3,710 4,159 Unemployment Compensation 0 0 300 300 300 Worker's Compensation 806 806 1,000 2,000 2,000 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $42,736 $42,736 $167,287 $168,287 $175,619 87 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT BUDGET YEAR 1995-1996 No.of DEPT.REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZE POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Parks and Recreation Administrator 11 $35,000 1 $35,000 1 $36,575 , Pool Manager(Seasonal) 11 5,700 1 5,700 1 5,985 Recreational Aides(Seasonal) 2 2 7,900 2 7,900 2 8,255 Water Safety Instructors(Seasonal) 8 6 26,000 6 26,000 6 27,170 Lifeguards (Seasonal) 10 6 24,500 6 24,5006 25,602 Maintenance Laborer I 0 1 18,012 1 18,012 1 18,822 i Seasonal Laborers 0 2 14,560 2 14,5602 15,215 Park Supervisor 0 0.5 4,950 0.5 4,950 0.5 5,172 Asst. Pool .g M r (Seasonal) 0 1 4,900 1 4,900 1 5,120 , SUBTOTALS 22 20.5 141,522 20.5 141,522 20.5 147,916 32 00 3 2 0 0 3,200 IT ..... ME TOTAL-SALARIES&WAGES 22 20.5 $144,722 20.5 $144,722 20.5 $151,116 88 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL-DENNIS WEAVER PARK CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Other Professional Services: Pool Maintenance $7,000 $7,000 $8,000 $8,000 $8,000 Grounds Maintenance (Mowing) 15,000 15,000 15,600 15,600 15,600 Water&Sewage 15,000 15,000 30,000 30,000 30,000 Equipment Repair&Maintenance 2,000 2,000 6,000 6,000 6,000 Insurance 3,250 3,250 14,489 14,489 14,489 Office Supplies 500 500 1,200 1,200 1,200 Natural Gas&Electricity 12,750 12,750 35,000 35,000 35,000 Field Supplies 6,250 6,250 13,000 13,000 13,000 ADA Accessibility Improv 30,489 4,500 25,989 25,989 25,989 Travel&Training 0 0 2,500 1,250 1,250 ' Memberships&Subscriptions 0 a 0 700 700 700 Non-Capitalized Equipment 0 a 0 5,150 5,150 5,150 TOTAL O&M EXPENDITURES $92,239 $66,250 $157,628 $156,378 $156,378 89 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Administrator NRPA National Conference $1,250 $0 $0 Administrator APRA State Conference 250 250 250 Lifeguards Certification Classes 1,000 1,000 1,000 TOTAL $2,500 $1,250 $1,250 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION;RENEWAL OR NEW Administrator NRPA Dues $150 $150 $150 50 50 Administrator APRA Dues 50 Administrator Books 500 500 500 TOTAL $700 $700 $700 90 TOWN OF ORO VALLEY PARKS AND RECREATION GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR , 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $15,600 $15,600 Bunker Rake $5,500 $5,500 $5,500 Utility Vehicle 5,500 5,500 5,500 Spray Rig Skid 1,500 1,500 1,500 Utility Tractor 13,000 8,150 13,000 Loader 2,700 1,350 2,700 Backhoe 6,000 3,000 6,000 f . Pool Vacuum 4,000 4,000 4 4,000 Storage Building 4,000 4,000 4,000 Permanent Umbrellas 4,900 4,900 4,900 CDO Riverpark Trailhead 10,000 10,000 10,000 TOTAL CAPITAL OUTLAY $15,600 $15,600 $57,100 $47,900 $57,100 91 92 Police Department TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-96 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: MISSION STATEMENT OF THE ORO VALLEY POLICE DEPARTMENT: The Oro Valley Police Department is a municipal law enforcement agency dedicated to the protection of life and property and to the development and utilization of the Department's human and material resources. The Department enforces all applicable Federal, State and Municipal taws as well as all applicable Town ordinances. The Department also promotes and enhances the quality of public safety through cooperative enforcement with other agencies and by increasing public awareness of criminal activities within the Town's boundaries. The functional goals of the department are as follows: the prevention of crime, the deterrence of crime through apprehension of offenders, the recovery and return of property, the smooth flow of traffic within the Town limits, the investigations of criminal acts and traffic accidents, and the performance of appropriate public services. The Department continues to commit itself to maintain its high level of service to the community and to provide it with its pro-active and innovative approach to law enforcement. The primary objective of the Oro Valley Police Department continues to be, to strive for a community free from crime and disorder, consistent with the value of a free society. In order to accomplish this, the Department's role is to enforce the law in a fair and impartial manner recognizing both the statutory and judicial limitations of police authority and the constitutional rights of all persons. Discussion on New Positions, Programs and Major Capital Outlay Requests: During the first nine months of FY 94/95 the Town's population increased by approximately 5,000 persons. This was partially due to the annexation of the Peninsula area and an accelerated building program. During FY 95/96 two apartment complexes will be completed containing a total of 559 apartments with an expected population of 1,500 residents if occupied at 90% capacity. In addition a new shopping center is presently under construction in the area of Oracle Road and Rancho Vistoso Blvd. Two additional Apartment complexes containing approximately 600 units are in the planning stages or have gone to the Development Review Board and may become a reality during FY 95/96. This increase in population will have a definite impact on the ability of the Police Department to provide the proactive services and the protection that our citizens have become accustomed to. In preparing the figures for the Peninsula annexation impact study I seriously underestimated the rapid growth of that area. When preparing the study several factors were unknown: 1) The fact that the consolidation of the California Hughes facilities with those in the Tucson area would cause a large number of transferees to purchase housing in the Oro Valley and the Peninsula area. 2) The rapid development and growth of the Palisades area, this development had been dormant for a number of years. 3) The New World development and the continuing new developments in the Copper Creek area. The annexed area produced 331 incidents during January and 412 in February respectively, this is 15% and 20% of the normal monthly incident load. Conversely, we have added only two officers to our patrol force. Currently we have a total of 37 sworn officers of which only 20 perform patrol functions and only 17 work the streets since one officer has been diagnosed with a life threatening illness and two officers are currently in training at the Police Academy. Of the remaining officers, eight are in various special assignments (the salaries and benefits of seven of these officers are paid by other entities). The remaining persons are either administrators, supervisors or investigators. 93 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-96 DEPARTMENTAL REVIEW AND OUTLOOK Discussion on New Positions, Programs and Major Capital Outlay Requests: CONTINUED - PAGE 2 We are currently attempting to staff four patrol sectors. To staff one sector 24 hours a day, 7 days a week it requires 4.8 officers, this does not include sick days, vacation days or mandatory training. It is therefore evident that with our present force we are unable to staff these sectors adequately. In the past we have been able to utilize our reserves as fill ins, this pool is dwindling due to a number of reasons, one being that our present three reserve officers hold full time outside jobs and can only devote a minimal amount of time to reserve duty. The other reason being that basic training has been extended from 13 to 17 weeks and it is extremely difficult to find recruits who are willing to attend the academy for that length of time without receiving a pay check. Assuming that our population will be at the 17,000 mark at the start of FY 95/96 our ratio of sworn personnel to 1,000 population would be at 2.17 and 1.29 patrol officers per 1,000. I am therefore requesting 7 additional sworn personnel. The breakdown would be one Patrol Sergeant, One Detective, One K-9 Patrol Officer and 4 Patrol Officers. These would then bring our ratio of patrol officers to 1.7 per 1,000. Our ever increasing call load is another reason for my request of augmenting my patrol force. Over the past five years we have seen an increase in our call load of from 10% to 15% for each year. 1994 was not any different producing 26,176 incidents as compared to the 23,933 produced in 1993. This is an increase of 9.7%. Most importantly if this trend continues we will have to abandon our proactive approach to policing and become a reactive force much like the surrounding entities. I am requesting a position of Training Coordinator. This shall be a civilian position and justification for this position will appear under separate cover (See Attachment "A"). The creation of a Captain's position is essential to establishing tighter control over the Department. This individual would also act as Deputy Chief and Grant Coordinator. We have been informed that on the 1st of January 1996 we will become a PSAP (Public Safety Answering Point). In the past the Tucson Police Department has been Oro Valley's 911 PSAP. However due to their own increasing work toad they are no longer able to provide that service to us. The PSAP is responsible for dispatching and or routing all calls of an emergency nature. This means that we would be the first recipient of a fire call. We would then have to route that call to the appropriate fire service provider. The same would hold true for requests for medics or ambulances. As stated previously our call load has increased every year by a minimum of 10%. We are presently staffing one dispatch position on Sundays through Thursdays and two positions on Fridays and Saturdays. We are requesting the addition on 1.5 dispatchers effective 1 July 1995 and an additional two effective 1 January 1996. The creation of a Lead Dispatcher from our present staff is also advocated in order that the supervisor receives some help in overseeing the dispatchers since the Communication Supervisor has the added responsibility of supervising the Records Division. In the administrative section an Administrative Secretary is being requested to help with the tremendous increase in correspondence and related duties. In the Property/Identification section we are requesting an additional technician. This request has become necessary because of the increase in work load which translates into overtime pay for the present technician. The added technician would be working a second shift thus eliminating most of the need for call outs. The technician would also be available to take crime scene and accident photos presently taken by untrained officers resulting in unnecessary and unrecognizable pictures. Finally a part-time Records Clerk is requested. This again is due to the increased volume of reports that are being processed by our records section. Discussion on Existing Positions and Programs Terminated: We are not proposing the elimination of any positions or programs. 94 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST i REVIEW APPROVAL PERSONNEL $2,136,963 $2,120,763 $2,926,012 $2,438,000 $2,743,746 OPERATIONS&MAINTENANCE 307,206 296,295 428,064 352,995 358,655 CAPITAL OUTLAY 164,362 164,362 269,461 250,208 257,706 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 567,558 278,826 451,929 4 r TOTAL EXPENDITURES $2,608,531 $2,581,420 $4,191,095 $3,320,029 $3,812,036 95 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $1,546,103 $1,547,098 $2,111,080 $1,775,164 $1,995,719 9Pay Assignment 8,400 • 0 7,550 7,550 7,550 , Lead Officer Assignment Pay 7,200 0 10,000 10,000 10,000 Overtime 87,300 87,300 140,124 90,000 139,624 MANTIS Overtime 21,500 21,500 21,500 21,500 21,500 Uniform Allowance 24,600 25,515 34,560 28,800 32,400 Group Insurance 149,981 127,093 193,271 160,522 153,688 Social Security/Medicare 124,210 130,317171,798 145,672 162,427 ' Retirement Contributions 73,758 91,426 112,684 104,563 108,002 Deferred Compensation 36,208 31,961 39,600 24,035 31,713 , Unemployment Compensation 7,575 10,584 11,700 9,975 10,800 Workers'Compensation 50,128 47,969 72,145 60,219 70,323 • Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $2,136,963 $2,120,763 $2,926,012 $2,438,000 $2,743,746 96 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Chief of Police 1 1 $64,275 1 $64,275 1 $64,200 Administrative Assistant 1 0 0 0 0 0 0 Lieutenant 2 2 106,901 2 106,901 2 106,324 Administrative Sergeant 1 1 40,000 0 0 1 40,187 4 Patrol Sergeant 4 4 167,447 4 167,447 4 167,447 Detective 2 3 90,912 2 60,608 2 72,218 Detective(D.E.A.) 1 1 29,220 1 29,220 1 29,036 Patrol Officers 21 25 709,919 23 660,623 25 718,002 Training Officer ALETA 1 1 32,621 1 32,621 1 32,576 . Motorcycle Officer 2 2 65,654 2 65,654 2 65,536 School Resource Officer 1 2 59,882 2 59,882 2 63,460 K-9 Officer 1 2 55,037 1 30,077 1 30,305 Reserve Officers 3 6 40,000 6 40,000 6 40,000 Communications Supervisor 1 1 36,204 1 36,204 1 34,480 . Dispatcher 6.5 10204,429 8.5 177,410 8.5 183,052 i Reception ClerkNol.Coord. 1 1 17,911 1 17,911 1 17,460 File Clerk 0.25 0.25 2,895 0.25 2,895 i 0.25 2,896 Property/ID Technician 1 2 37,224 1 18,387 1.5 28,283 Patrol Secretary 1 1 20,176 1 20,176 1 20,176 Public Info Officer 1 1 24,960 1 24,960 1 24,960 Records Clerk I 2 2.5 40,976 2.5 40,976 2.5 41,938 Captain 0 1 58,000 0 0 0 0 Community Policing Sergeant 0 1 45,840 1 45,840 1 45,678 Detective Sergeant 0 1 40,000 0 0 0 0 t r Admin/Data Ops Manager 0 1 31,853 1 31,853 1 31,854 Training Coordinator 0 1 30,000 0 0 1 28,538 Admin Secretary 0 1 17,500 0 0 0.5 10,422 SUBTOTALS 54.75 74.75 2,069,836 63.25 1,733,920 68.25 1,899,028 4496,691 MERIT 41 2 44 41 2 ER , TOTAL-SALARIES&WAGES 54.75 74.75 $2,111,080 63.25 $1,775,164 68.25 $1,995,719 97 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Other Professional ssional Services $14,600 $12,150 $17,715 $14,375 $14,375 Custody of Prisoners 15,000 15,000 25,000 18,000 18,000 Water&Sewerage 0 0 2,100 2,100 2,100 38,640 40,340 42,760 39,000 42,760 Vehicle Repair&Maintenance _ Equipment Repair&Maintenance 13,040 11,033 14,811 10,610 11,810 Building Repair&Maintenance 0 0 2,000 3,000 _ 3,000 Insurance 94,381 94,381 120,000 95,109 95,109 Communications&Postage 6,650 6,450 14,200 14,200 14,200 Printing&Binding 3,805 3,900 7,100 6,840 6,840 Travel&Training 15,451 15,451 4 29,693 17,890 17,890 Memberships&Subscriptions 2,490 2,490 3,636 3,191 3,191 P Office Supplies 9,200 9,150 13,950 . 12,000 12,000 Natural Gas&Electricity 0 0 25,500 25,500 25,500 Gasoline&Oil 44,950 42,500 51,000 47,000 47,000 Non-ca italized Equipment 5,940 5,940 21,870 20,755 20,755 P Uniforms 6,110 5,935 8,050 5,600 6,300 f - 1 Field Supplies 11,028 10,285 16,600 11,075 4 11,075 Miscellaneous Other Operating 25,921 21,290 12,079 6,750 6,750 TOTAL O&M EXPENDITURES $307,206 $296,295 $428,064 $352,995 $358,655 98 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL . Chief AACOP 6 Meetings $500 $500 $500 , Chief ALLIANCE 4 meetings 200 200 200 Chief ALETA 4 meetings 200 200 200 Chief •League , 475 475 475 Chief LECC Conference 425 425 425 Chief IACP Conference 1,335 0 0 Admin. Lieutenant IACP-Law Enforce Info Mgmt 1,075 0 0 Sgt.Jones ASU Certified Public Manager 300 300 300 Sergeants AGTS 2,800 2,800 2,800 Dept. Rep. Basic Crime Prevention-AZ Crime Prevention 550 550 550 Dept. Rep.,Twn. Mgr Police Executive Research Forum-6th annual Council Member Problem Oriented Policing Conference 2,885 2,885 2,885 Dept. Rep. SW Risk Mgmt 600 600 600 Admin.Sergeant Managing Police Discipline&Personnel Admin. 765 765 765 Motor Officers NW Traffic Institute/PCSO Traffice Accident I&II 1,600 1,600 1,600 Dept. Rep. Az.Crime Prevention Assoc. U of Louisville 895 895 895 Pub. Info.Specialist AGTS 3 Sessions 345 345 345 Pub.Info.Specialist Communication Skills 90 90 90 Pub.Info.Specialist National Crime Prevention Seminar 1,1000 0 • j Grantwriting:Criminal Justice"Getting your Admin/Data Ops Mgr share of Federal Funds" 160 160 160 Swat Ofc. SWAT School 1,100 0 0 Detective Misc.Trainings for two Detectives 1,500 1,500 1,500 K-9 Officer Desert Snow Update 500 0 0 K-9 Officer 6 Week Tuition Canine School 3,000 0 0 Comm.Supervisor Various 200 200 200 Comm. Dispatch Various 1,300 1,300 1,300 Comm. Dispatch Training Tapes/Materials 200 200 200 Prop/ID Various 600 600 600 DARE Ofc. AZ DARE Conference 140 0 0 99 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL (Continued) TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Training Videos:6 various X$30 = $180 Waking Up frm drgs$70,Signs&Symp$125 DARE Ofc. Why I Won't do..$89,Let's talk about..$89 553 0 0 DARE Ofc. National DARE Conference 1,000 0 0 Dept. Various Training Videos 300 300 300 Miscellaneous Trainings 3,000 1,000 1,000 TOTAL $29,693 $17,890 $17,890 100 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL (Continued) MEMBERSHIPS&SUBSCRIPTIONS BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION;RENEWAL OR NEW REQUEST REVIEW APPROVAL Chief IACP,AACOP,ALLIANCE Dues; Renewal $275 $275 $275 - SRO Various Publications;Renewal 50 50 50 SGT Various PublicationsNideos;Renewal 250 250 250 SGT Accident Investigation Association Dues;New 100 100 100 Comm Policing SGT TAVA($10)Nolunteer Center Mem($90); Ren 100 100 100 Pub Info.Specialist AZ Crime Prevent/Nat Crime Prevent Dues;New 55 55 55 Communications APCO/US West Cross Directory;Renewal 220 220 220 Communications 911 Magazine; Renewal 15 15 15 Department WordPerfert Magazine;Renewal 28 28 28 Department Law&Order; Renewal 30 30 30 , Department Search&Selz Laws/Funding Law Enforce; Ren 195 195 195 Department Narcotic Laws; Renewal 60 0 0 Department RMIN;Renewal 150 150 150 Department AZ Narco Officer Assoc; Renewal 40 0 0 Department Homicide Investigation Assoc;Renewal 50 i 50 50 Department Combination Titles 4,13,28 books; Renewal 600 600 600 Department IACP Policy&Procedure;Renewal 150 150 150 Department Police Law Journal;Renewal 25 25 25 Department Police Magazine; Renewal 30 30 30 Department Law Enforcement News; Renewal 25 25 25 Department Nat. Dir.of Law Enforce.Admin.; Renewal 75 75 75 Department Arrest Law Bulletin; Renewal 60 60 60 Department Nat. Notary Assoc. Dues-Wren,Lybeck,Simms 78 78 78 Department N.R.A. Dues;Renewal 35 35 35 . SWAT NTOA Membership Dues 100 0 0 Dectectives Assoc. Dues(Homicide/Auto theft/etc.); Ren 150 150 150 DARE Nat Dues,State Dues; Renewal 45 0 0 101 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL (Continued) MEMBERSHIPS&SUBSCRIPTIONS BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION;RENEWAL OR NEW REQUEST REVIEW APPROVAL Exploreers Advisor Dues; Renewal 120 120 120 Prop/ID AZ Property/ID Association; Renewal 25 25 25 Department Pima Pistol Range Dues; Renewal 105 105 105 SWAT National Tactical Assoc Dues; New 100 100 100 Detectives AZ Auto Theft Prevention Assoc Dues; Renewal 15 15 15 Admin/OPS Mgr. JPMA-Grant Funding Bulletin;Renewal 50 50 50 Department IACP-Policy Center Pamphlet; Renewal 30 30 30 K-9 Units NNDDA Dues,ALEKA Dues; Renewal 200 0 0 TOTAL $3,636 $3,191 $3,191 e 102 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL 4 Machinery&Equipment $39,590 $39,590 Patrol Vehicles(5) 124,772 124,772 $142,300 $142,300 $142,300 Improvements 7,600 7,600 7,600 BT Preliminary Breathtesting Device 1,000 1,000 1,000 Portable Motorola Radios 8,200 6,560 6,560 Ballistic Vests 6,996 3,498 6,996 i • r Shot Guns-Patrol 1,200 1,200 1,200 Colt Rifles w/Surefire Lights&Mount 2,000 0 0 • Aimpoint 5000 Sighting Systems 1,200 0 0 Ballistic Raid Vest 1,200 0 0 Pro Tech Spectra Helmet 450 0 0 Patrol Bicycles totally equipped 4,000 0 0 K-9 Investigations Dog 4,000 0 4,000 Laptop Computer 3,000 3,000 3,000 Overhead Projector 1,600 1,600 1,600 , Printer 500 500 e 500 Software 400 400 400 Computer Equipment 18,000 18,000 18,000 Copier 22,000 22,000 22,000 Voter Receiver System 18,000 18,000 18,000 Modular Desk Units (3) 4,500 4,500 4,500 Ergonomic Chairs (3) 1,200 1,200 1,200 Conference Side Chairs (3) 300 300 300 4-Drawer Lateral File Cabinets 1,200 1,200 1,200 Stalker Radars 4,200 4,200 4,200 Battery Analyzer 1,800 1,800 1,800 DARE:Flip Chart/Easel Board 265 0 0 DARE:Slide Projector w/audio progra 1,000 0 0 Call Check Recorder 5,900 5,900 5,900 Weapons 4,500 4,500 4,500 Floor Buffer 950 950 950 TOTAL CAPITAL OUTLAY $164,362 $164,362 $269,461 $250,208 $257,706 103 TOWN OF ORO VALLEY POLICE GENERAL FUND FISCAL YEAR 1994-1995 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR , 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL DEBT SERVICE: CONTINGENCY/RESERVE: Contingency for Annexation 2A: Personnel $378,408 $118,576 $271,146 Operations&Maintenance39,750 26,250 31,383 .Capital Outlay 149,400 134,000 149,400 , Total Contingency: 567,558 278,826 451,929 TOTAL DEBT SERVICE/CONT. $0 $0 $567,558 $278,826 $451,929 104 Magistrate Court TOM OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: Oro Valley Magistrate Court's function is to operate a model municipal court which administers justice in an efficient and effective manner as well as demonstrating concern for the public by treating them with dignity, respect and fairness. Discussion on New Positions: No new positions are requested. (See Annexation) Programs: Visit local high schools educating youth groups regarding the consequences of a DUI arrest, including insurance laws, Judge's sentencing, responsibilities and personal experiences. Automate the Court to increase efficiency. Work with employees in the areas of time management, organizational skills and team building. Set individual and team goals for the department. Working with the Arizona Supreme Court to implement new statewide court software and totally automate current manual receipting procedures. Personnel/Court to evaluate positions and salaries of staff to make sure there is parity with other Town employees and other courts. Participate in Traffic Safety Committee projects to reduce traffic injuries and fatalities in our community. Capital Outlay Requests: Continuous-form Dot Matrix Printer: $650 Printer Stand: $300 Printer/Fax Stand: $400 Printer and Fax are currently housed on a desk. We need to better utilize our available space. (1) DOS 6.22 Upgrade: $49.95 (6) DOS 6.22 Licenses: $290 (includes tax) (6) DOS Installations: $180 DOS Upgrade Total: $520 Upgrading to DOS 6.22 will help the Court interface with other Limited Jurisdiction Courts, AZ Supreme Court and Motor Vehicle Division more efficiently. (1) 486DX-66 8MB RAM Computer, Monitor, Network Card: $1,379 + tax/labor = $1,536 Court Administrator requests a computer for her office to improve productivity. The back-up terminal is currently being used for multiple tasks including collections, MVD and Supreme Court interface. 8MB Hard Drive for Back-up terminal: $1,050 + tax/labor = $1,183 Current Hard Drive is approximately five years old and experiencing some problems. This hard drive supports the network and an upgrade will improve memory space, speed and efficiency. (2) Book Shelves: $600 (1) Credenza: $400 Total: $1000 Judge Agrillo requests the above to accommodate the large volume of Arizona Revised Statutes and other training/education manuals. Courtroom Easel: $300 Current Courtroom Easel does not function properly and is cumbersome to transport. 105 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $179,928 $180,716 $200,821 $193,535 $205,214 OPERATIONS&MAINTENANCE 82,110 79,810 77,256 60,935 60,935 CAPITAL OUTLAY 3,795 3,700 5,889 4,589 4,889 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 3,060 0 23,570 23,570 _ 27,140 TOTAL EXPENDITURES $268,893 $264,226 $307,536 $282,629 $298,178 106 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $142,710 $142,186 $154,520 $151,904 $162,090 Overtime Pay 1,200 1,587 1,600 1,600 1,600 Group Insurance 13,665 15,413 15,733 15,733 15,733 Social Security/Medicare 11,009 10,700 16,940 11,943 12,722 Retirement Contributions 10,074 9,234 10,601 10,928 11,642 Unemployment Compensation 900 1,134 900 900 900 Workers'Compensation 370 462 527 527 527 Other Employee Benefits 0 0 0 0 0 TOTAL PERS'L EXPENDITURES $179,928 $180,716 $200,821 $193,535 $205,214 r 107 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Court Administrator 1 1 $25,494 1 $25,494 1 _ $26,641 Court Clerk 1 1 17,158 1 17,158 1 18,303 r Traffic Clerk I 1 1 14,781 1 14,781 1 15,446 Traffic Clerk II L.R. 1 1 18,011 1 18,011 1 19,045 Traffic Clerk II R.R. 1 1 18,440 1 18,440 1 20,502 Magistrate 1 1 53,000 1 53,000 1 53,000 SUBTOTALS 6 6 146,884 6 146,884 6 152,937 I ,:iilili.i.iii:Aiiiiiiihigi:iii;::1.!ii;16bliiiiiiiii.0 7,636 li;iiiiiiiitiiiiiii 5,020 0 9,153 ME IT TOTAL-SALARIES&WAGES 6 6 $154,520 6 $151,904 6 $162,090 108 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Contract Personnel Services $10,900 $3,900 $8,000 $5,000 $5,000 Consultants 1,200 1,200 1,200 1,200 1,200 Outside Legal Fees 25,000 25,000 25,000 20,000 20,000 Other Professional Services 1,500 5,800 5,800 5,800 5,800 Jury Fees 1,000 900 1,000 1,000 1,000 Equipment Repair&Maintenance 2,500 2,100 2,500 2,5002,500 V , , Insurance 21,980 21,980 15,733 9,412 9,412 Communications&Postage 2,900 2,600 2,900 2,900 2,900 Advertising 0 500 0 0 0 Printing&Binding 3,000 3,000 3,000 3,000 3,000 Travel&Training 5,400 5,400 5,400 3,800 3,800 Memberships&Subscriptions 1,230 1,230 1,223 1,223 1,223 Office Supplies 5,000 5,000 5,000 5,000 5,000 . Non-Capitalized Equipment 0 200 0 0 0 Miscellaneous Other Operating 500 1,000 500 100 100 TOTAL O&M EXPENDITURES $82,110 $79,810 $77,256 $60,935 $60,935 109 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Judge National Assoc.Women Judges-Atlanta $1,600 $0 $0 Judge DUI Conference-Arizona 400 400 400 Court Administrator Nat.Assoc.Court Mgmt-Albuquerque 1,000 1,000 1,000 Department Arizona Courts Assoc.-Flagstaff 2,000 _ 2,000 2,000 Department Miscellaneous Conferences 400 400 400 TOTAL $5,400 $3,800 $3,800 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Judge Arizona Magistrates Association-R $25 $25 $25 Judge Arizona Revised Statutes-R 650 650 650 Judge Pima County Bar Association-R 60 60 60 Judge Arizona State Bar Association-R 100 100 100 Judge National Association Women Judges-N 100 100 100 Court Administrator Nat.Assoc.Court Management-R 75 75 75 . Department AZ Courts Assocation-R 48 48 48 Department Office Hours-R 145 145 145 Court Clerk AZ Court Interpreters Association-N 20 20 , 20 TOTAL $1,223 $1,223 $1,223 1in TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $3,795 $3,700 Dot Matrix Printer $650 $650 $650 1 Printer Stand 300 300 300 Printer/Fax Stand 400 400r 400 • DOS Upgrade 520 520 520 , y Computer 486DX66 8MBHD 1,536 1,536 1,836 Hard Drive 8 M B 1,183 1,183 1,183 Misc Furniture 1,000 0 0 Courtroom Easel 300 0 0 TOTAL CAPITAL OUTLAY $3,795 $3,700 $5,889 $4,589 $4,889 111 TOWN OF ORO VALLEY MAGISTRATE COURT GENERAL FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CONTINGENCY/RESERVE: $3,060 $0 $3,570 $3,570 $7,140 ANNEXATION/CONTINGENCY 20,000 20,000 20,000 . r TOTAL DEBT SERVICE/CONT. $3,060 $0 $23,570 $23,570 $27,140 112 SPECIAL REVENUE FUNDS TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 HIGHWAY FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: LICENSES&PERMITS: Road Permits $12,000 $16,000 $16,000 $16,000 STATE SHARED REVENUES: Highway User Fuels Tax 547,000 547,000 651,000 651,000 L.T.A.F.(Lottery) 112,000 90,000 101,000 101,000 SUBTOTAL:STATE SHARED 659,000 637,000 752,000 752,000 STATE GRANTS: ADOT-Traffic Signal Reimbursement 0 0 20,000 20,000 FEDERAL GRANTS: P.A.G.Reimbursement 120,000 0 76,000 76,000 CHARGES FOR SERVICES: Engineer's Plan Review Fees 2,500 2,500 2,500 2,500 Community Services 500 500 500 500 SUBTOTAL: CHARGES FOR SERVICES 3,000 3,000 3,000 3,000 INTEREST INCOME: 3,000 22,000 10,000 10,000 OTHER REVENUES: Developer Contributions . 0 0 271,500 121,500 Miscellaneous 5,000 0 0 0 SUBTOTAL:OTHER REVENUES 5,000 0 271,500 121,500 SUBTOTAL: REVENUES 802,000 678,000 1,148,500 998,500 OTHER FINANCING SOURCES: Transfers from General Fund 472,695 472,695 602,828 874,767 Transfers from CARE. 12,745 11,779 0 0 Financing from Leases 0 0 0 0 Carry Forward of Fund Balance 107,281 -- 243,822 358,822 Sale of Assets 0 0 0 0 SUBTOTAL:OTHER FINANCING SOURCES 592,721 484,474 846,650 1,233,589 TOTAL REVENUES&OTHER FINANCING SOURCES $1,394,721 $1,162,474 $1,995,150 $2,232,089 113 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Town's Public Works Department is responsible for the maintenance of all public roadways within the community with the exception of those on the state highway system (Oracle Road and Tangerine Road east of First Avenue). Maintenance functions normally performed along these roadways include the repair and maintenance of traffic control devices, vegetation maintenance, landscape maintenance, pavement preservation, routine street sweeping, storm damage repair, regrading of road shoulders and dirt roads, repair of pavement surface defects and monitoring activities of others within Town right-of-way. In addition to the maintenance function performed by the Town, the Public Works Department is also responsible for insuring proper planning or new roadway improvements and a diligent review of Town streets for safety concerns which may expose the Town to losses. It is the Public Works Department's Goal to systematically improve Town arterial roadways in advance of growth. It is further the goal of the department to keep a watchful eye on safety issues, particularly with respect to unsignalized intersections. Rapid growth results in rapid changes in traffic patterns and the need for traffic control devices. The inception, design and implementation of capital improvement projects relating to the Town streets and other public facilities (with the exception of buildings) is the responsibility of the Town Public Works Department as well. The proposed FY 1995-96 Budget includes several major capital projects to be designed and/or implemented. The Public Works Department has to date been peripherally involved in mass transit and paratransit. An intergovernmental agreement currently exists between the City of Tucson and the Town of Oro Valley for the provision of fixed route transit along Oracle Road and paratransit within the ADA mandated service area. The City of Tucson is facing severe budget constraints and desires to eliminate the paratransit agreement with Oro Valley this fiscal year. It is the Public Works Department's goal to address these changes as they occur and prepare for contingency plans in the event service to the Town of Oro Valley is curtailed or modified. Discussion on New Positions, Programs and Major Capital Outlay Requests: The Public Works Department budget proposal includes direction given to staff at the March 9 Study Session and subsequent FY 1993-94 Budget modifications. The Highway Fund budget request includes one additional Civil Engineer Intern, one additional Civil Engineer Designer and one additional maintenance laborer position from those positions shown in the FY 1994-95 budget. Specific improvements within the peninsula area include overlay of First Avenue, Tangerine Road and Lambert Lane in areas where the pavement is deficient. Pavement preservation is requested to be funded at higher levels than years previously due to a decline in the pavement condition index report shown in our 1995 Micro Paver Report. Capital improvements proposed include the installation of traffic signals at the intersection of Lambert and La Canada, Oracle Road and Rancho Vistoso Blvd. and local matches for all projects the Town is able to obtain during FY 1995-96 which have a federal participation of 75% or greater. Equipment and vehicle requests for FY 1995-96 include a new tank for the water truck, a new service truck to replace our eight year old service truck, a striper and a car pool vehicle. Discussion on Existing Positions and Programs Terminated: No positions or programs are to be terminated. 114 TOWN OF ORO VALLEY - PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $329,044 $339,301 $412,209 $366,068 $390,299 OPERATIONS&MAINTENANCE 627,247 392,577 803,100 605,602 727,702 CAPITAL OUTLAY 416,000 212,000 1,161,675 1,001,050 846,675 DEBT SERVICE 22,430 22,430 22,430 22,430 22,430 CONTINGENCY/RESERVE 0 0 0 0 244,983 TOTAL EXPENDITURES $1,394,721 $966,308 $2,399,414 $1,995,150 $2,232,089 115 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES PERSONNEL DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Salaries&Wages $245,965 $261,968 $305,987 $266,787 $287,023 Overime Pay 6,000 4,800 6,000 6,000 6►000 Group Insurance 23,822 . 20,674 30,168 27,368 27,46E Social Security 19,275 19,986 23,218 20,868 22,415 Retirement Contributions 17,637 17,024 20,246 19,095 20,513 Unemployment Compensation 1,585 1,890 2,088 1,950 1,95C Workers'Compensation 14,760 12,959 24,502 , 24,000 24,932 Other Employee Benefits 0 0 0 0 C ` TOTAL PERS'L EXPENDITURES $329,044 $339,301 $412,209 $366,068 $390,29 116 • TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES AUTHORIZED POSITIONS&SALARIES CURRENT YR. BUDGET YEAR 1995-1996 No.of DEPT. REQUEST MANAGER REVIEW COUNCIL APPROVAL POSITIONS No.of $ No.of $ No.of $ AUTHORIZED POSITIONS AMOUNT POSITIONS AMOUNT POSITIONS AMOUNT Town Engineer 0.67 0.67 $30,150 0.67 $30,150 0.67 $31,507 Assistant Town Engineer 1 0.75 31,192 0.75 31,192 0.75 32,596 Street Maintenance Supervisor 1 1 29,229 1 29,229 1 30,544 Crew Foreman 1 1 24,500 1 24,500 2 51,205 Heavy Equipment Operator 2 2 45,085 2 45,085 2 47,114 Civil Eng.Intern-Part Time 1 2 18,200 2 10,000 2 16,739 Community Service Field Supv. 1 1 22,330 1 22,330 0 0 Laborer 1.9 3 44,430 3 44,430 3 0 46,429 Clerk Typist 1 1 13,592 1 13,592 1 14,204 Records Clerk 0 0.5 9,019 0.5 9,019 0.5 9,425 Civil Engineer Designer 0 1 31,000 0 0 0 o 0 SUBTOTALS 10.57 13.92 298,727 12.92 259,527 12.92 279,763 MERIT . . 2 ��3 760 • 7,260 0 7,260 TOTAL-SALARIES&WAGES 10.57 13.92 $305,987 12.92 $266,787 12.92 $287,023 117 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 I ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Consultants $167,000 $25,000 $172,000 $122,000 $142,000 Water&Sewer 10,000 5,500 10,000 6,000 8,000 Custodial&Landfill Fees 3,000 3,200 6,000 4,000 5,000 Vehicle Repair&Maintenance 4,000 6,100 6,000 5,000 6,000 Equipment Repair&Maintenance 22,000 15,000 20,000 17,000 17,000 Building Repair&Maintenance 1,000 1,000 1,500 1,000 1,000 Grounds Repair&Maintenance 18,000 18,000 18,000 18,000 18,000 Street Maintenance 48,000 • 52,000 50,000 50,000 50,000 Street Improvements: 202,000 143,300 Rancho Catalina 16,000 0 0 Pusch Ridge 13,000 0 0 Rancho Verde 16,000 0 0 First Ave. 160,000 160,000 160,000 Lambert Lane 65,000 65,000 65,000 Copper Creek 85,000 0 85,000 Curbs&Drainageways 10,000 10,000 10,000 Utilities 0 0 2,250 2,250 i 2,250 Maint/Janitorial 0 0650 650 650 Rentals 12,000 2,800 . 10,000 5,000 10,000 32,827 32,827 32,000 39,002 39,002 Insurance Communication&Postage 4,000 3,700 4,500 4,000 4,000 Advertising 600 300 600 600 1,200 Printing&Binding 200 400 400 400 400 Travel&Training 2,550 2,550 i 3,700 3,700 3,700 Memberships&Subscriptions 970 500 500 500 500 Office Supplies 1,200 2,000 1,500 2,000 2,000 Natural Gas&Electricity 11,000 12,000 12,000 13,000 13,000 Gasoline&Oil 10,000 4,500 9,000 5,000 6,000 Non-capitalized Equipment 6,000 1,800 5,000 3,000 5,000 Uniforms 2,900 2,400 2,500 2,500 3,000 Field Supplies 8,000 5,70010,000 6,000 10,000 Public Transit 60,000 52,000 ♦ 60,000 60,000 60,000 - TOTAL O&M EXPENDITURES $627,247 $392,577 $803,100 $605,602 $727,702 118 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING ' BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Town Engineer American Public Works Assoc $400 $400 $400 Town Engineer American Soc.Civil Engineers 100 100 100 Asst.Town Engineer Ariz. Floodplain Mgt.Assoc. 100 100 100 Maint.Staff Heavy Equipment Operation&Maint. 1,000 1,000 1,000 C.E.Techs Technology Transfer 600 600 600 . Town/Asst.Town Eng. American Traffic Institute 1500 1500 1500 TOTAL $3,700 $3,700 $3,700 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION;RENEWAL OR NEW Town Engineer American Soc.Civil Engineers $200 $200 $200 Asst.Town Engineer Amer.Floodplain Mgt.Assoc. 100 100 100 Town Amer.Traffic Safety Assoc. 50 50 50 Town Engineer Institute of Traffic Engineers 150 150 150 TOTAL $500 $500 $500 119 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Improvements $364,000 . $160,000 Machinery&Equipment 34,000 Vehicles 18,000 52,000 La Canada/Lambert Lane Signal $135,000 $135,000 $0 Bike Lanes/Buena Vista 60,000 60,000 60,000 La Canada Left Turn Bays 65,000 65,000 65,000 La Canada Naranja-Lambert FAU 120,000 120,000 0 Monte del Oro FAU 20,000 20,000 20,000 Oracle Rd/RV Blvd Signal 110,000 110,000 110,000 Loma Linda Culvert 30,000 0 i 0 Aerial Mapping O.V. 100,000 100,000 100,000 Golf Crossing Signal 25,000 25,000 25,000 Tangerine Rd/First to Montera 20,000 20,000 20,000 • Naranja Bike Lane 25,000 25,000 25,000 • Spot Safety Imp. 20,000 20,000 20,000 Tangerine Rd. Reconstruction 200,000 200,000 i 40,000 Sun City 3&5; Neighborhood 7 60,000 0 0 • Maint. Bldg. Improvements 10,000 0 10,000 • ADA Required Improvements 54,300 54,300 54,300 Half Carpool Vehicle 5,375 3,750 i 5,375 Service Truck 30,000 0 0 Utility Truck 20,000 0 20,000 Striper 26,000 0 26,000 f Water Truck 10,500 30,000 10,500 486 Computer 4,750 4,750 r 4,750 Rel Calle Concordia 1/2 HWY, 1/2 GF File Server 2,500 2,500 2,500 - Laser Printer 500 500 500 Remote Access Bridge 2,500 2,500 2,500 • Partitions 1,000 1,000 1,000 Files 500 500 500 Phones 750 750 750 Copier 2,500 0 2,500 Furniture 500 500 500 Hardy/Oracle Signal 0 0 0 0 220,000 TOTAL CAPITAL OUTLAY $416,000 $212,000 $1,161,675 $1,001,050 $846,675 120 TOWN OF ORO VALLEY PUBLIC WORKS HIGHWAY FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DEBT SERVICE/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL DEBT SERVICE: Lease Purchase-Sweeper $22,430 $22,430 $22,430 $22,430 $22,430 CONTINGENCY/RESERVE: Annexation Area 2A 0 0 0 0 244,983 , TOTAL DEBT SERVICE/CONT. $22,430 $22,430 $22,430 $22,430 $267,413 121 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 SEIZURES&FORFEITURES FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: D.E.A.OT Reimbursement $9,100 $8,800 $9,200 $9,200 Forfeitures-State&Local 25,000 76,590 30,000 30,000 Forfeitures-Federal 85,000 87,785 50,000 50,000 Forfeitures-Legal Dept. 3,500 13,100 4,700 4,700 Interest-Investments 1,000 0 0 0 SUBTOTAL: REVENUES 123,600 _ 186,275 93,900 93,900 OTHER FINANCING SOURCES: Forward of Fund Balance 202,383 --------------- (70,833) (67,833) Carry � � REVENUES&OTHER FINANCING SOURCES $325,983 $186,275 $23,067 $26,067 TOTAL ' 122 TOWN OF ORO VALLEY POLICE SEIZURE & FORFEITURE FUND FISCAL YEAR 1995-96 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: MISSION STATEMENT OF THE ORO VALLEY POLICE DEPARTMENT: The Oro Valley Police Department is a municipal law enforcement agency dedicated to the protection of life and property and to the development and utilization of the Department's human and material resources. The Department enforces all applicable Federal, State and Municipal laws as welt as all applicable Town ordinances. The Department also promotes and enhances the quality of public safety through cooperative enforcement with other agencies and by increasing public awareness of criminal activities within the Town's boundaries. The functional goals of the department are as follows: the prevention of crime, the deterrence of crime through apprehension of offenders, the recovery and return of property, the smooth flow of traffic within the Town limits, the investigations of criminal acts and traffic accidents, and the performance of appropriate public services. The Department continues to commit itself to maintain its high level of service to the community and to provide it with its pro-active and innovative approach to law enforcement. The primary objective of the Oro Valley Police Department continues to be, to strive for a community free from crime and disorder, consistent with the value of a free society. In order to accomplish this, the Department's role is to enforce the law in a fair and impartial manner recognizing both the statutory and judicial limitations of police authority and the constitutional rights of all persons. Discussion on New Positions, Programs and Major Capital Outlay Requests: Seizure and Forfeiture funds are being requested for the Operation and Maintenance of the K-9 Unit, D.A.R.E. Officer and the SWAT Team. The requests in the area of Capital Outlay are for the SWAT Unit (Raid Vests, Colt Rifles and a Sighting System), and also the D.A.R.E. Officer who is requesting a slide projector with audio program and a flip chart/easel board. Discussion on Existing Positions and Programs Terminated: The above listed items were originally placed in the regular FY 95-96 Police Department budget request, after review by the Town Manager and the Finance Director it was decided to place these items into a Seizure and Forfeiture Account (104). All funds for the above listed items will be requested and paid for from the Oro Valley Police Department's Anti- Racketeering sub-account at the Pima County Attorney's Office. 123 TOWN OF ORO VALLEY POLICE SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $0 $0 $0 $0 $0 OPERATIONS&MAINTENANCE 13,831 6,940 0 12,852 15,852 CAPITAL OUTLAY 156,450 157,349 0 6,115 6,115 r DEBT SERVICE 0 0 , 0 0 0 f OTHER FINANCING USES 0 00 0 0 , CONTINGENCY/RESERVE 0 0 0 0 0 TOTAL EXPENDITURES $170,281 $164,289 $0 $18,967 $21,967 124 TOWN OF ORO VALLEY POLICE SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OPERATIONS&MAINTENANCE DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Travel&Training $2,100 $2,100 $0 $3,293 $6,293 Memberships&Subscriptions 1,481 100 0 445 445 Field Supplies 5,745 3,745 0 5,025 5,025 i Miscellaneous Other Operating 4,505 995 0 3,479 3,479 Printing&Binding 0 0 0 260 260 Office Supplies 0 0 0 350 350 TOTAL O&M EXPENDITURES $13,831 $6,940 $0 $12,852 $15,852 125 TOWN OF ORO VALLEY POLICE SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES TRAVEL&TRAINING, MEMBERSHIPS&SUBSCRIPTIONS DETAIL TRAVEL&TRAINING BUDGET YEAR DEPARTMENT MANAGER 1995-96 COUNCIL POSITION ASSOCIATION&DESTINATION REQUEST REVIEW APPROVAL Swat Ofc. SWAT School $0 $1,100 $1,100 K-9 Officer Desert Snow Update 0 500 500 DARE Ofc. AZ DARE Conference 0 140 140 Training Videos:6 various X$30=$180 Waking Up frm drgs$70,Signs&Symp.$125 DARE Ofc. Why I Won't do..$89,Lets talk about..$89 0 553 553 DARE Ofc. National DARE Conference 0 1,000 1,000 K-9 Officer 6 Week Tuition Canine School 0 0 3,000 .111111 TOTAL $0 $3,293 $6,293 MEMBERSHIPS&SUBSCRIPTIONS POSITION ASSOCIATION; RENEWAL OR NEW Department Narcotic Laws;Renewal $0 $60 $60 Department AZ Narco Officer Assoc; Renewal 0 40 40 SWAT NTOA Membership Dues 0 100 4 100 DARE Nat.Dues,State Dues; Renewal 0 45 45 K-9 Units NNDDA Dues;ALEKA Dues; Renewal 0 200 200 TOTAL $0 $445 $445 126 TOWN OF ORO VALLEY POLICE SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $156,450 $157,349 Colt Rifles W/Surefire Lights&Mounts $2,000 $2,000 Aimpoint 5000 Sighting Systems 1,200 1,200 Ballistic Raid Vest 1,200 1,200 Pro Tech Spect Helmet 450 450 DARE: Flip Charl/Easel Board 265 265 DARE:Slide Projector w/audio Program 1,000 1,000 . TOTAL CAPITAL OUTLAY $156,450 $157,349 $0 $6,115 $6,115 127 TOM OF ORO VALLEY LEGAL SEIZURES & FORFEITURES FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Legal Department handled forfeitures cases for the Town up until June of 1993. At this time differences in opinion as to allowed uses and the release policy as well as the increasing caseload caused the Legal Department to drop this service and refer these cases to the Pima County Attorneys office. Any remaining funds are the results of these earlier cases. Discussion on New Positions, Programs and Major Capital Outlay Requests: Any money allocated to the Legal Department from this account is left over from the older forfeiture cases that are now closed. This money must only be spent for law enforcement purposes and must bear some relation to racketeering offenses. The Legal Department intends to use this remaining money on computers and related capital expenditures for more efficient prosecution. Last year forfeiture funds were expended on a public seminar regarding Gangs, helped the police department purchase a new video camera system for DUI work, and installed a computer link for records with the Motor Vehicle Department. We also purchased a laptop computer for the prosecutor to work on while she was tied up at court or to work on criminal files at home. Again, all of these items comply with the federal and state regulations limiting their use to law enforcement purposes. The remaining funds are kept in the Pima County Attorney's Office sub-account, and this office must submit requests to the County for approval of the release and use of the funds. 128 TOWN OF ORO VALLEY LEGAL SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL $0 $0 $0 $0 $0 OPERATIONS&MAINTENANCE 1,500 4 0 0 0 0 CAPITAL OUTLAY 9,500 13,100 4,100 4,100 4,100 DEBT SERVICE 0 0 0 0 0 CONTINGENCY/RESERVE 0 0 0 0 0 TOTAL EXPENDITURES $11,000 $13,100 $4,100 $4,100 $4,100 129 LEGAL SEIZURES&FORFEITURES FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CAPITAL OUTLAY DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL Machinery&Equipment $9,500 $13,100 , Office Chairs (2) $800 $800 - $800 Supreme Court Reporter(CD) 3,000 3,000 3,000 Printer for MVD link 300 i 300 300 TOTAL CAPITAL OUTLAY $9,500 $13,100 $4,100 $4,100 $4,100 130 TOWN OF ORO VALLEY - PARKS & RECREATION HERITAGE FUND GRANT DENNIS WEAVER PARK FISCAL YEAR 1995-1996 DIVISION REVIEW AND OUTLOOK Division Description/Function/Goals: The Town has applied for a park development grant through the Land and Water Conservation Fund/Local, Regional, and State Parks Heritage Fund Program sponsored by the Department of the Interior and Arizona State Parks in the amount of $150,000 with a $150,000 local match. Total project cost is estimated at $300,000 in upgrades and improvements to existing Dennis Weaver Park. Improvements would include new playground equipment, picnic ramadas, sports lighting for field #1, restroom facilities upgrades, landscaping, turf establishment, and irrigation systems. Engineering and planning costs have also been included in this grant which will provide a new master plan for the park in addition to the documents needed for this first phase of renovation. 131 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 HERITAGE FUND GRANT-DENNIS WEAVER PARK REVENUES AND OTHER FINANCING SOURCES • CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: State Heritage Fund Grant $0 $0 $0 $150,000 OTHER FINANCING SOURCES: Transfer from General Fund 0 0 0 150,000 TOTAL FINANCING SOURCES $0 $0 $0 $300,000 132 TOWN OF ORO VALLEY PARKS AND RECREATION HERITAGE FUND GRANT-DENNIS WEAVER POOL FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL OPERATIONS&MAINTENANCE CAPITAL OUTLAY OTHER FINANCING USES CONTINGENCY/RESERVE 0 0 0 0 300,000 TOTAL EXPENDITURES $0 $0 $0 $0 $300,000 133 TOWN OF ORO VALLEY PARKS AND RECREATION HERITAGE FUND GRANT-DENNIS WEAVER PARK FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OTHER FINANCING USES/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CONTINGENCY/RESERVE: $0 $0 $0 $0 $300,000 TOTAL DEBT SERVICE/CONT. $0 $0 $0 $0 $300,000 134 DEBT SERVICE/ CAPITAL PROJECT FUNDS TOWN OF ORO VALLEY VALLE DEL ORO PAVING DISTRICT FUND DEBT SERVICE FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This fund is used to account for principal and interest payments on the Valle Del Oro Paving District bond. This year's principal payment of $5,000 which will be made on January 1, 1996, represents the last bond payment for the district. 135 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 VALLE DEL ORO PAVING DISTRICT FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGETACTUAL REVIEW APPROVAL _ REVENUES: Interest-Special Assessments $1,122 $726 $396 $396 - Principal Special Assessments 6,634 6,634 7,958 7,958 p P Penalties-Special Assessments 0 0 0 0 SUBTOTAL:REVENUES 7,756 7,360 8,354 8,354 OTHER FINANCING SOURCES: - CarryForward of Fund Balance (1,761) (2,159) (2,159) . TOTAL REVENUES&OTHER FINANCING SOURCES $5,995 $7,360 $6,195 $6,195 136 • TOWN OF ORO VALLEY DEBT SERVICE VALLE DEL ORO PAVING DISTRICT FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL OPERATIONS&MAINTENANCE: . Outside Legal Services $0 $0 $0 $0 - $0 Advertising 0 110 200 200 200 SUBTOTAL:O&M 0 110 200 200 200 DEBT SERVICE: _ Interest Payments 995 995 995 995 995 Principal Payment 5,000 5,000 5,000 5,000 5,000 SUBTOTAL: DEBT SERVICE 5,995 5,995 5,995 5,995 5,995 TOTAL EXPENDITURES $5,995 $6,105 $6,195 $6,195 $6,195 137 • TOWN OF ORO VALLEY NARANJA ROAD IMPROVEMENT DISTRICT FUND DEBT SERVICE FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: The Naranja Road Improvement District is a one mile stretch of road paving for Naranja Road between La Canada P Drive and La Cholla Boulevard. This fund is used to account for principal and interest payments on the improvement district that was formed in 1989. $905,000 was financed over a 10 year period at an average coupon rate of 7.25%. Outstanding principal at July 1, 1995 is $450,000. 138 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 NARANJA ROAD IMPROVEMENT DISTRICT FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 199471995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: Interest-Investments $5,000 $6,500 $8,000 $8,000 Interest-Special Assessments 28,097 20,000 20,071 20,071 Principal-Special Assessments 70,465 93,100 61,520 61,520 Penalties-Special Assessments 1,000 100 _ 300 300 Miscellaneous 500 200 500 500 N SUBTOTAL: REVENUES 105,062 119,900 90,391 90,391 OTHER FINANCING SOURCES: Carry Forward of Fund Balance 25,663 33,534 33,534 TOTAL REVENUES&OTHER FINANCING SOURCES $130,725 $119,900 $123,925 $123,925 139 TOWN OF ORO VALLEY DEBT SERVICE NARANJA ROAD IMPROVEMENT DISTRICT FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL OPERATIONS&MAINTENANCE: - Outside Legal Services $0 $0 $0 $0 $0 Other Professional Services 800 600 700 700 700 Communications&Postage 250 200 200 200 200 Advertising 400 350 400 400 400 Office Supplies 125 0 0 0 0 SUBTOTAL:O&M 1,575 1,150 1,300 1,300 1,300 DEBT SERVICE: ' Principal Payments 90,000 90,000 90,000 90,000 90,000 Interest Payments 39,150 39,150 32,625 32,625 32,625 129,150 129,150 122,625 122,625 122,625 SUBTOTAL:DEBT SERVICE - ' TOTAL EXPENDITURES• $130,725 $130,300 $123,925 1 $123,925 $123,925 140 TOWN OF ORO VALLEY ENGLE TOWN HALL DEBT SERVICE FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This fund is used to account for principal and interest payments on the certificates of participation for the Oro Valley Town Hall. $1,250,000 of certificates were issued in 1989 at a true interest cost of 6.73%. Outstanding principal at July 1, 1995 is $745,000. 141 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 ENGLE TOWN HALL DEBT SERVICE FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL OTHER FINANCING SOURCES: Transfers in from General Fund $173,440 $173,440 $177,195 $177,195 Interest Investments 0 0 0 0 Carry Forward of Fund Balance0 0 0 0 TOTAL FINANCING SOURCES $173,440 $173,440 $177,195 $177,195 142 • TOWN OF ORO VALLEY - DEBT SERVICE ENGLE TOWN HALL DEBT SERVICE FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL OPERATIONS&MAINTENANCE: Other Professional Services $2,000 $2,000 $3,000 $3,000 $3,000 DEBT SERVICE: Principal Payments 115,000 115,000 125,000 125,000 125,000 Interest Payments 56,440 56,440 49,195 49,195 49,195 SUBTOTAL: DEBT SERVICE 171,440 171,440 174,195 174,195 174,195 TOTAL EXPENDITURES $173,440 $173,440 $177,195 $177,195 $177,195 143 TOWN OF ORO VALLEY POLICE FACILITY CONSTRUCTION FUND CAPITAL PROJECTS FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This capital project fund was used to account for all costs associated with the construction of the new police facility located at 11,000 N. La Canada Drive. Construction was completed in December, 1994. The Police Department moved into the new facility in January, 1995. 144 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 POLICE FACILITY CONSTRUCTION FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: Interest Income $0 $5,800 $0 $0 OTHER FINANCING SOURCES: Transfers in from General Fund 311,321 311,321 0 0 Transfers in from Seizures&Forfeitures Fund 0 0 0 0 Carry Forward of Fund Balance 420,400 ------ SUBTOTAL:OTHER FINANCING SOURCES 731,721 311,321 0 0 TOTAL FINANCING SOURCES $731,721 $317,121 $0 $0 145 TOWN OF ORO VALLEY GENERAL ADMINISTRATION POLICE FACILITY CONSTRUCTION FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CAPITAL OUTLAY: _ . Police Facility-Construction $731,721 $761,681 $0 $0 $0 . . TOTAL EXPENDITURES $731,721 $761,681 $0 $0 $0 146 TOWN OF ORO VALLEY DEVELOPMENT SERVICES BUILDING CONSTRUCTION FUND CAPITAL PROJECTS FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This fund is used to account for the costs associated with the construction of a new Development Services Building. Appropriated funding of $32,000 for FY 1995/96 is for possible architectural design work. 147 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 DEVELOPMENT SERVICES BUILDING CONSTRUCTION FUND REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL OTHER FINANCING SOURCES: Transfers in from General Fund $16,000 $0 $0 $32,000 SUBTOTAL:OTHER FINANCING SOURCES 16,000 0 0 0 TOTAL FINANCING SOURCES $16,000 $0 $0 $32,000 148 TOWN OF ORO VALLEY GENERAL ADMINISTRATION DEVELOPMENT SERVICES BUILDING CONSTRUCTION FUND FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CAPITAL OUTLAY: Building $0 $0 $400,000 $0 $0 Architectural Design 16,000 0 0 0 32,000 4 TOTAL EXPENDITURES $16,000 $0 $400,000 $0 $32,000 149 TOWN OF ORO VALLEY LA CANADA DRIVE DEVELOPMENT IMPACT FEES CAPITAL PROJECTS FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: On October 26, 1994, the Town Council approved a development impact fee ordinance for the La Canada Drive Benefit Area. This fund is used to account for the development impact fees collected from this ordinance and Town contributions for various improvements to La Canada Drive. These projects will be funded through Fiscal Year 2000/01. Discussion on New Positions, Programs and Major Capital Outlay Requests: La Canada Drive/Lambert Lane Traffic Signal 150 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 LA CANADA DRIVE DEVELOPMENT IMPACT FEES REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL REVENUES: Development Impact Fees $0 $50,000 $238,050 $238,050 Interest-Impact Fees 0 500 5,000 5,000 Interest-Town Contributions 0 0 100,000 100,000 PAG Reimbursement 0 120,000 0 0 SUBTOTAL: REVENUES 0 170,500 343,050 343,050 OTHER FINANCING SOURCES: Transfers from General Fund 0 0 2,580,545 2,580,545 Carryforward of Fund Balance ---------- ---------- , --------- 40,500 SUBTOTAL: OTHER FINANCING SOURCES 0 170,500 2,580,545 2,621,045 TOTAL REVENUES&OTHER FINANCING SOURCES $0 $170,500 $2,923,595 $2,964,095 15.1 TOWN OF ORO VALLEY GENERAL ADMINISTRATION LA CANADA DRIVE DEVELOPMENT IMPACT FEES FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES DETAIL CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL -, 0 $135,000 La Canada/Lambert Lane Signal 0 0 120,000 La Canada Naranja-Lambert FAU _ 130,000 0 0 42,000 Consultants-La Canada Drive 0 , SUBTOTAL: EXPENDITURES 0 130,000 0 0 297,000 CONTINGENCY/RESERVE: 0 0 $2,923,595 $2,923,595 2,667,095 TOTAL DEBT SERVICE/CONT. $0 $130,000 $2,923,595 $2,923,595 $2,964,095 152 TOWN OF ORO VALLEY PARKS & RECREATION ACQUISITION & DEVELOPMENT CAPITAL PROJECTS FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This fund would be used to account for the bond proceeds and expenditures associated with the potential issuance of general obligation bonds for the acquisition and development of parks, open space and trails. The issuance of general obligation bonds would require a call for election by the Town Council and voter approval. 153 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 PARKS&RECREATION ACQUISITION&DEVELOPMENT REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 ESTIMATED MANAGER COUNCIL RESOURCES BUDGET _ ACTUAL REVIEW APPROVAL OTHER FINANCING SOURCES: Proceeds from Issuance of Bonds 0 0 0 $11,600,000 TOTAL FINANCING SOURCES $0 $0 $0 $11,600,000 e 154 TOWN OF ORO VALLEY GENERAL ADMINISTRATION PARKS&RECREATION ACQUSITION&DEVELOPMENT FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL OPERATIONS&MAINTENANCE CAPITAL OUTLAY OTHER FINANCING USES CONTINGENCY/RESERVE 0 0 0 0 $11,600,000 TOTAL EXPENDITURES $0 $0 $0 $0 $11,600,000 155 TOWN OF ORO VALLEY GENERAL ADMINISTRATION PARKS&RECREATION ACQUISITION&DEVELOPMENT FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OTHER FINANCING USES/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CONTINGENCY/RESERVE: 0 0 0 0 $11,600,000 T TOTAL DEBT SERVICE/CONT. $0 $0 $0 $0 $11,600,000 156 ENTERPRISE FUNDS TOWN OF ORO VALLEY WATER COMPANY ACQUISITION ENTERPRISE FUND FISCAL YEAR 1995-1996 DEPARTMENTAL REVIEW AND OUTLOOK Department Description/Function/Goals: This fund would be used to account for bond proceeds and expenses associated with the possible issuance of water revenue bonds for the potential acquisition of Canada Hills Water Company. The debt would be repaid by the water customers within the service area of Canada Hills Water Company. The issuance of these bonds would require a call for election by the Town Council and voter approval. 157 TOWN OF ORO VALLEY FISCAL YEAR 1995-1996 WATER COMPANY ACQUISITION REVENUES AND OTHER FINANCING SOURCES CURRENT YEAR BUDGET YEAR 1994-1995 1995-1996 - ESTIMATED MANAGER COUNCIL RESOURCES BUDGET ACTUAL REVIEW APPROVAL OTHER FINANCING SOURCES: Proceeds from Issuance of Bonds $0 $0 $0 $10,000,000 TOTAL FINANCING SOURCES $0 $0 $0 $10,000,000 158 TOWN OF ORO VALLEY GENERAL ADMINISTRATION WATER COMPANY ACQUISITION FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES SUMMARY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL PERSONNEL OPERATIONS&MAINTENANCE CAPITAL OUTLAY OTHER FINANCING USES CONTINGENCY/RESERVE 0 00 0 10,000,000 , r - TOTAL EXPENDITURES $0 $0 $0 $0 $10,000,000 159 TOWN OF ORO VALLEY GENERAL ADMINISTRATION WATER COMPANY ACQUISITION FISCAL YEAR 1995-1996 BUDGETED EXPENDITURES OTHER FINANCING USES/CONTINGENCY CURRENT YEAR BUDGET YEAR 1994-1995 ESTIMATED DEPARTMENT MANAGER 1995-96 COUNCIL DESCRIPTION BUDGET ACTUAL REQUEST REVIEW APPROVAL CONTINGENCY/RESERVE: $0 $0 $0 $0 $10,000,000 , , V I , r TOTAL DEBT SERVICE/CONT. $0 $0 $0 $0 $10,000,000 L 160 Other Information - RESOLUTION NO. (R) 95-34 RESOLUTION FOR THE ADOPTION OF THE BUDGET FISCAL YEAR 1995-96 WHEREAS, in accordance with the provisions of Title 42 Sections 301, 302, 303 and 304, A.R.S., the Town Council did, on July 12, 1995 make an estimate of the different amounts required to meet the public expenditures for the ensuing year, also an estimate of revenues from sources other than direct taxation, and the amount to be raised by taxation upon real and personal :property of the Town of Oro Valley, and WHEREAS, in accordance with said sections of said title, and following due public notice, the Council met on August 2, 1995, at which meeting any taxpayer was privileged to appear and be heard in favor of or against any of the proposed expenditures or tax levies, and WHEREAS, it appears that publication has been duly made as required by law, of said estimates together with a notice that the Town Council would meet on August 2, 1995, at the office of the Council for the purpose of hearing taxpayers and making tax levies as set forth in said estimates, and WHEREAS, it appears that the sums to be raised by taxation, as specified therein, do not in the aggregate amount exceed that amount as computed in Title 42, Section 301.A, A.R.S., therefore be it RESOLVED, that the said estimates of revenues and expenditures shown on the accompanying schedules as now increased, reduced or changed by and the same are hereby adopted as the budget of the Town of Oro Valley for the fiscal year 1995-96. PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley, Arizona this 2nd day of August, 1995. Cheryl Skal y, Mayor ATTEST: Kathryn . Cuvelier, Town Clerk APPROVED AS TO FORM: _ Z#Z4/: A‘A' Tobin Sidles, Town Attorney 161 cv W co CO 0) 0 0 O Ct CG in CA - 0 0 0 a) W r h 01C) CO O 0 ; ; in in OZ 0 in O O 0 CO O X N ;� 'P.' O 0 `A In CO In O • O C7 J WW CO CO I CO O O .13 a U ... n C3 O O 0 ,,J h T ' O < _, • 0) � ; C ; . D I. Z m CO O ? . in • O < O a in Q to O 1- ¢ a - ) O N an ,- 0 E 69 V C 4 N. O I) C ; of In O V 0 O ::. 0 0 ; :; 1, 1 .- • O aD L • en • CO Z Q t7 v • O . E LL r , """•••""- ..........,.•,.....•.•.•, f Q : • Z co to .ef i:i' in O • •! oIli L :iiii.iiii;iiiiiii:::?:i:::ii::::iiiii:::: ..... • 0 0 ...:••••:•:•:•:•:•:•t:::::•:,•••••••••• 0 N N O cc o O q W O N 0 0 O r:; :; ti: 00 O Off) 0) • Q� O Z W 0 0 C;:::::::::::::::::::1::::::::::::::::::.;; . 0) O p C _. U O Z Q 0 0 0 0 0 0 O ; 0 ' ;:ii COO t1') ,n i •• a w 0 4 O 0 O :: tD CO E • lit Q Q u. .- O �- N .- C'�) C7 a• a W 44 `N 44 N • Rf ; ::''':;t - O. • IC W 0 en C7 •� O W 2 X i O 0 et 'V • Ni w W 'a n ,p O en in in O '� '� E a r = v_ O O • < Z •-'• , r N ^ 0 O ; ; ; et CA Cif t) V • m N to h W = a r OJCoW M Q In 0 M l iA 0 > C CC d .- „ W.J o • .: !iW Q W p¢ aa 0 0 0 0 0 ; ; ; O W o > A T1. in • A. Id .3 • t in a v cn 0 r CO N tit VD W • H a. > 4 C) In in O c0 0 a Cs O W vii to ^ n. 0 0 O) > E W Z Z e e►) p CI to ; ; ; ; ' C • • N = = C„) 0 ' ' O C C�L E CC 1i J N N c� .0 CO O 2 Z al In ,► E. r • • 1 (n in O - �• ! a < -v 7 .-•_- 0 C n : ::a �:. :•�:r: 0 a • t 'a a C W :' ;:;: :;:;:} };: NES CC 0) Oin ::::::: CD CO C • • h ) G I r.:: , ' U 13 C a X • X ori C7 ' r::: �:' • XVi O a N O O o) (0 Z N N .0 • • W w ' O� Q Le .0 a F- -o -o • a 4" O W 0 W Ci! • �; N p W Q CO NO O 0 r Q C= 17 E N > • .. w r = VI CA CO CO CD N 0 D • • N r '- O a S c a 00 c 0 N. ; ; ; r O rnCZ• .. -0 N S = W �, to r Z -0 N O V C • < o a a0 :� W > > • E W •a�° x is a m m J Q W X 418 :'� W N C.) et In • d U • O C C N ea 0 • m O .. •5 to -0 .0 •• • .- • O .0 O C .� co • • U Rf C�1 •;. • ,, C 'C • • c .°' = c I. O a • -v H Z C O tL • ; ! C,ci .a • m •C C O N N C d O N N a et O O W N , N • r Q L • a m • O d O • 0 O (6 O C > 4, O • O O X O c « 0 cn L 0 L. U. Cr I- W U. W Q -J u. CC F- U- W ti ? I- - I. O -:1 N C'') - In 6 ti - CO CT) •- •- t- 1 F 1l 9 TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 GENERAL FUND: Local Taxes: Local Sales $2,272,000 $2,762,000 $3,121,000 Occupancy 135,000 140,000 145,000 Renters' 90,000 100,000 110,000 Cable Franchise 50,000 80,000 80,000 Licenses & Permits: Business 38,000 43,000 45,000 Building 1,189,000 1,180,000 913,000 Miscellaneous Permits 15,500 27,500 28,000 Intergovernmental Revenues: County Shared 67,000 125,000 125,000 Weaver Park Operating Contribution 50,000 165,000 State Shared 952,000 1,022,000 1,357,000 State Grants 122,500 196,500 229,000 Federal Grants 152,000 162,000 246,100 Charges for Services 165,500 186,350 177,400 Fines 235,000 185,000 200,000 Interest on Investments 140,000 220,000 220,000 Miscellaneous Revenues 1,500 3,000 3,000 Annexation-Contingent Revenues 500,375 TOTAL GENERAL FUND $5,625,000 $6,482,350 $7,664,875 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (1 of 3) 163 TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 SPECIAL REVENUE FUNDS: HIGHWAY FUND: Licenses & Permits $12,000 $16,000 $16,000 Intergovernmental Revenues: Highway Users Fuels Tax 547,000 547,000 651,000 Local Transportation Assistance 112,000 90,000 101,000 State Grants 20,000 Federal Grants 120,000 76,000 Charges for Services 3,000 3,000 3,000 Interest on Investments 3,000 22,000 10,000 Developer Contributions 121,500 Miscellaneous Revenues 5,000 HIGHWAY FUND TOTALS $802,000 $678,000 $998,500 SEIZURES & FORFEITURES FUND: Forfeitures $113,500 $177,475 $84,700 Interest on Investments 1,000 Federal Grants 9,100 8,800 9,200 SEIZURES & FORFEITURE TOTALS $123,600 $186,275 $93,900 HERITAGE FUND GRANT-WEAVER PARK $150,000 TOTAL-SPECIAL REVENUE FUNDS $925,600 $864,275 $1,242,400 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (2 of 3) 164 TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995..96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 DEBT SERVICE FUNDS: Valle Del Oro Paving District $7,756 $7,360 $8,354 Naranja Road Improvement Dist. 105,062 119,900 90,391 Engle Town Hall 60 TOTAL- DEBT SERVICE FUNDS $112,818 $127,320 $98,745 CAPITAL PROJECT FUNDS Police Facility Fund $5,800 Development Services Building La Canada Dr Development Impact Fees 170,500 343,050 TOTAL-CAPITAL PROJECT FUNDS $176,300 $343,050 TOTAL ALL FUNDS $6,663,418 $7,650,245 $9,349,070 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (3 of 3) 165 TOWN OF ORO VALLEY Summary By Fund of Other Financing Sources and Interfund Transfers Fiscal Year 1995-96 PROCEEDS FROM INTERFUND OTHER FINANCING TRANSFERS SOURCES 1995-96 FUND 1995-96 IN (OUT) GENERAL FUND: Transfer to Highway Fund (874,767) Transfer to Heritage Fund Grant -Weaver Park (150,00") Transfer to Engle Town Hall (177,1 ) Transfer to La Canada Drive Development Impact Fee (2,580,545) Transfer to Development Service Building Construction (32,00n) Sale of Assets 1,000 Total General Fund $1,000 $0 ($3,814,507) SPECIAL REVENUE FUNDS: Highway Fund $874,767 Heritage Fund Grant-Weaver Park $150,000 Total Special Revenue Funds $0 $1,024,767 $0 DEBT SERVICE FUNDS: Engle Town Hall $177,195 Total Debt Service Funds $0 $177,195 CAPITAL PROJECTS FUNDS: La Canada Drive Development Impact Fee $2,580,545 Development Service Building Construction $32,000 Proceeds from the Issuance of Bonds (Parks& Recreation) $11,600,000 Total Capital Projects Funds $11,600,000 $2,612,545 $0 ENTERPRISE FUNDS: Proceeds from the Issuance of Bonds (Water Company) $10,000,000 Total Enterprise Funds $10,000,000 TOTAL ALL FUNDS $21,601,000 $3,814,507 ($381 4,507) SCHEDULE D (1 of 1) 166 TOWN OF ORO VALLEY Summary By.Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE BUDGETED ADJUSTMENTS ACTUAL BUDGETED FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITURES DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 GENERAL FUND: Town Council $192,279 $183,829 $295,976 Town Clerk 160,487 163,947 196,882 Magistrate Court 268,893 264,226 298,178 Town Manager 242,486 232,516 262,360 Finance 185,567 176,634 302,950 Legal 259,297 234,327 395,016 Police-Operating & Maintenance 2,488,399 120,132 2,581,420 3,360,107 Police-Contingency for Annexations 104,342 (104,342) 451,929 Parks & Recreation 150,575 124,586 389,097 Development Services: Planning&Zoning 498,512 15,000 417,013 623,843 Building Safety 354,056 349,914 361,383 Public Works 260,453 218,530 269,295 Subtotal-Development Services 1,113,021 15,000 985,457 1,254,521 General Administration 605,555 130,000 318,455 510,682 Contingency/Reserve 3,211,534 (386,665) 1,371,668 TOTAL-GENERAL FUND $8,831,860 ($75,300) $5,265,397 $9,089,366 SPECIAL REVENUE FUNDS: HIGHWAY USERS REVENUE FUND: Public Works $1,240,721 $154,000 $966,308 $1,987,106 Contingency for Annexations 154,000 (154,000) $244,983 TOTAL- HIGHWAY FUND $1,394,721 $966,308 $2,232,089 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (1 OF 2) 167 TOWN OF ORO VALLEY Summary By Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE BUDGETED ADJUSTMENTS ACTUAL BUDGETEC FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITUR.._ DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 SEIZURES & FORFEITURES FUND: Police $98,481 $71,800 $164,289 $21,967 Legal 7,500 3,500 13,100 4, TOTAL-SEIZURES & FORFEITURES FUND $105,981 $75,300 $177,389 $26,067 HERITAGE FUND GRANT-WEAVER PARK $300,1,., TOTAL-SPECIAL REVENUE FUNDS $1,500,702 $75,300 $1,143,697 $2,558, DEBT SERVICE FUNDS: Valle Del Oro Paving District $5,995 $6,105 $6, 5 Naranja Road Improvement District 130,725 130,300 Engle Town Hail 173,440 173,440 177,195 TOTAL- DEBT SERVICE FUNDS $310,160 $309,845 $307,; CAPITAL PROJECT FUNDS: Police Facility Construction Fund $731,721 $761,681 Development Services Bldg Construction Fund 16,000 32,00C La Canada Drive Development Impact Fees 130,000 2,964,( C Parks and Rec Acquisition & Development 11,600,UuC TOTAL-CAPITAL PROJECT FUNDS $747,721 $891,681 $14,596,1 S ENTERPRISE FUNDS: Water Company Acquisition $10,000,1 TOTAL-ENTERPRISE FUNDS $10,000,UUC TOTAL ALL FUNDS $11,390,443 $0 $7,610,620 $36,550,932 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (2 OF 2) 168 GLOSSARY OF TERMS ACCOUNTABILITY - The state of being obliged to explain one's action's, to justify what one does. Accountability requires governments to answer to the citizenry - to justify the raising of public resources and the purposes for which they are used. ACCOUNTING SYSTEM - The methods and records established to identify, assemble, analyze, classify, record and report a government's transactions and to maintain accountability for the related assets and liabilities. ANNUITY-A series of equal payments made or received at equal intervals over a designated period. APPROPRIATION - A legal authorization granted by legislative body to make expenditures and to incur obligations for specific purposes. An appropriation usually is limited in amount and time it may be extended. ASSET- A probable future economic benefit obtained or controlled by a particular entity as a result of a past transaction. BASIS OF ACCOUNTING - A term used to refer to when revenues, expenditures, expenses, and transfers - and the related assets and liabilities - are recognized in the accounts and reported in the financial statements. Specifically, it relates to the timing of the measurement made, regardless of the nature of the measurement, on either the cash or the accrual method. BOND - Most often, a written promise to pay a specified sum of money (called the face value or principal amount), at a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate. Sometimes, however, all or a substantial portion of the interest is included in the face value of the security. The difference between a note and a bond is that the latter is issued for a longer period and requires greater legal formality. BUDGET-A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Used without any modifier, the term usually indicates a financial plan for a single fiscal year. The term "budget" is used in two senses in practice. Sometimes it designates the financial plan presented to the appropriating governing body for adoption, and sometimes, the plan finally approved by that body. DEBT - An obligation resulting from the borrowing of money or from the purchase of goods and services. Debts of governments include bonds, time warrants, and notes. DEBT SERVICE - A fund established to account for the accumulation of resources for, and the payment of, general long-term debt principal and interest. DEFICIT - (1) The excess of the liabilities of a fund over it's assets. (2) The excess of expenditures over revenues during an accounting period or, in the case of proprietary funds, the excess of expenses over revenues during an accounting period. ENCUMBRANCES - Obligations in the form of purchase orders, contracts, or salary commitments which are chargeable to an appropriation and for which a part of the appropriation is reserved. They 169 cease to be encumbrances when the obligations are paid or otherwise extinguished. Used in budgeting, encumbrances are not GAAP expenditures or liabilities, but represent the estimated amount of expenditure ultimately to result if unperformed contracts in process are completed. ENTERPRISE FUND - (1) A fund established to account for operations financed and operated in a manner similar to private business enterprises (e.g., water, gas and electric utilities; airports; parking garages; or transit systems). In this case the governing body intends that costs (i.e., expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. (2) A fund established because the governing body has decided that periodic determination of revenues earned, expenses incurred and/or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. EXPENDITURES - Decreases in net financial resources. Expenditures include current operating expenses requiring the presence of future use of net current assets, debt service and capital outlays, and intergovernmental grants, entitlement, and shared revenues. FISCAL YEAR - A 12-month period to which the annual operating budget applies and at the end of which a government determines it's financial position and the results of it's operations. FIXED ASSETS - Long-lived tangible assets obtained or controlled as a result of past transactions, events, or circumstances. Fixed assets include buildings, equipment, improvements other than buildings and land. In the private sector, these assets are referred to most often as property, plant, and equipment. FLOW OF CURRENT FINANCIAL RESOURCES-A measurement focus that recognizes the net effect of transactions on current financial resources by recording accruals for those revenue and expenditure transactions which have occurred by year end that normally expected to result in cash receipt or disbursement early enough in the following year either (a) to provide financial resources to liquidate liabilities recorded in the fund at year end or (b) to require the use of available expendable financial resources reported at year end. FUNCTION - A group of related activities aimed at accomplishing a major service or regulatory program for which a government is responsible (e.g., public safety). FUND- A fiscal and accounting entity with a self-balancing set of accounts in which cash and other financial resources, all related liabilities and residual equities, or balanced and changes herein, are recorded and segregated to carry on specific activities or attain certain objectives in accordance with special regulations, restrictions, or limitations. FUND BALANCE-The difference between fund assets and fund liabilities of governmental or similar trust funds. FUND TYPE - Any one of seven categories into which all funds are classified in governmental accounting. The seven fund types are: general, special revenue, debt service, capital projects, enterprise, internal service, and trust and agency. GENERAL FUND-The fund used to account for all financial resources, except those required to be accounted for in another fund. 170 GENERAL LONG-TERM DEBT - Long-term debt expected to be repaid from governmental funds. GENERALLY ACCEPTED ACCOUNTING PRINCIPALS (GAAP) - Uniform minimum standards and guidelines for financial accounting and reporting. They govern the form and content of the financial statements of an entity. GAAP encompass the conventions, rules, and procedures necessary to define accepted accounting practices and procedures. GAAP provide a standard by which to measure financial presentations. The primary authoritative body on the application of GAAP to state and local governments is the GASB. GOVERNMENTAL ACCOUNTING - The composite activity of analyzing, recording, summarizing, reporting, and interpreting the financial transactions of governments. GOVERNMENTAL ACCOUNTING STANDARDS BOARD(GASB)-The authoritative accounting and financial standard-setting body for government entities. GOVERNMENTAL FUND TYPES - Funds used to account for the acquisition, use, and balance of expendable financial resources and the related current liabilities - except those accounted for in proprietary funds and fiduciary funds. In essence, these funds are accounting segregation of financial resources. Expendable assets are assigned to a particular governmental fund type according to the purposes for which they may or must be used. Current liabilities are assigned to the fund type from which they are to be paid. The difference between the assets and liabilities of governmental fund types is referred to as the fund balance. The measurement focus in these fund types is on the determination of financial position and changes in financial position (sources, uses, and balances of financial resources), rather than on net income determination. The statement of revenues, expenditures, and changes in fund balance is the primary governmental fund type operating statement. It may be supported or supplemented by more detailed schedules of revenues, expenditures, transfers, and other changes in fund balance. Under GAAP, there are four governmental fund types: general, special revenue, debt service, and capital projects. GRANTS - Contributions or gifts of cash or other assets from another government to be used or expended for a specified purpose, activity, or facility. INTERFUND TRANSFERS - All interfund transactions except loans, quasi-external transactions and reimbursements. Transfers can be classified as belonging to one of two major categories: RESIDUAL EQUITY TRANSFERS or OPERATING TRANSFERS. INTERGOVERNMENTAL REVENUES - Revenues from other governments in the form of grants, entitlement, shared revenues, or payments in lieu of taxes. INTERNAL CONTROL STRUCTURE - Policies and procedures established to provide reasonable assurances that specific government objectives will be achieved. LAND - A fixed asset account reflecting the cost of land owned by a government. LEASE-PURCHASE AGREEMENTS - Contractual agreements that are termed leases, but that in substance are purchase contracts. LEGAL LEVEL OF BUDGETARY CONTROL - The level at which spending in excess of budgeted amounts would be a violation of law. 171 LIABILITIES - Probable future sacrifices of economic benefits, arising from present obligations of a particular entity to transfer assets or provide services to other entities in the future as a result of past transactions or events. MEASUREMENT FOCUS - The accounting convention that determines (1) which assets and which liabilities are included on a government's balance sheet and where they are reported there, and (2) whether an operating statement presents information on the flow of financial resources (revenues and expenditures) or information on the flow of economic resources (revenues and expenditures). MODIFIED ACCRUAL BASIS - The accrual basis of accounting adapted to the governmental fund- type measurement focus. Under it, revenues and other financial resource increments (e.g.,bond issue proceeds) are recognized when they become susceptible to accrual, that is when they become both "measurable" and "available to finance expenditures of the current period." "Available" means collectable in the current period or soon enough thereafter to be used to pay liabilities if the current period. Expenditures are recognized when the fund liability is incurred except for (1) inventories of material and supplies that may be considered expenditures either when purchased or when used, and (2) prepaid insurance and similar items that may be considered expenditures when paid or when consumed. All governmental funds, expendable trust funds and agency funds are accounted for using the modified accrual basis of accounting. MUNICIPAL CORPORATION -A political and corporate body established pursuant to state statutes to provide government services and regulations for it's inhabitants. A municipal corporation has defined boundaries and a population and usually is organized with the consent of it's residents. It usually has a seal and may sue and be sued (e.g., cities and villages). OPERATING BUDGET - Plans of current expenditures and the proposed means of financing them. The annual operating budget (or,in the case of some state governments, the biennial operating budget) is the primary means by which most of the financing, acquisition, spending, and service delivery activities of a government are controlled. The use of annual operating budgets is usually required by law. Even when not required by law, however, annual operating budgets are essential to sound financial management and should be adopted by every government. See BUDGET. OPERATING TRANSFERS - A legally authorized transfer between funds in which one fund is responsible for the initial receipt of funds and another fund is responsible for the actual disbursement. ORDINANCE- Local law that applies to persons and things subject to the local jurisdiction. Usually it is an act of a town or city council or similar body and has the same force as a statute when it is duly enacted. PROCEEDS FROM ISSUANCE OF BONDS - Gross financial resources provided by the issuance of general long-term bonds. RESIDUAL EQUITY TRANSFERS - Nonrecurring or nonroutine transfers of equity between funds (e.g., contribution of enterprise fund or internal service fund capital by the general fund, subsequent return of all or part of such contribution to the general fund and transfers of residual balances of discontinued funds to the general fund or a debt service fund). 172 RESOLUTION - A special or temporary order of a legislative body; an order of a legislative body requiring less legal formality than an ordinance or statute. REVENUES - (1) Increases in the net current assets of a governmental fund type from other than expenditure refunds and residual equity transfers. Also, general long-term debt proceeds and operating transfers in are classified as "other financing sources" rather than as revenues. (2) Increases in the net total assets of a proprietary fund type from other than expense refunds, capital contributions, and residual equity transfers. Also, operating transfers in are classified separately from revenues. SHARED REVENUES - Revenues levied by one government but shared on a predetermined basis, often in proportion to the amount collected at the local level, with another government or class of governments. SPECIAL REVENUE FUND - A fund used to account for the proceeds of specific revenue sources (other than expendable trusts or major capital projects) that are legally restricted to expenditure for specific purposes. GAAP only require the use of special revenue funds when legally mandated. STATUTE - A written law enacted by a duly organized and constituted legislative body. TAXES-Compulsory charges levied by a government to finance services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits, such as special assessments. 173 RESOLUTION NO. (R) 95-34 RESOLUTION FOR THE ADOPTION OF THE BUDGET FISCAL YEAR 1995-96 WHEREAS, in accordance with the provisions of Title 42 Sections 301, 302, 303 and 304, A.R.S., the Town Council did, on July 12, 1995 make an estimate of the different amounts required to meet the public expenditures for the ensuing year, also an estimate of revenues from sources other than direct taxation, and the amount to be raised by taxation upon real and personal property of the Town of Oro Valley, and WHEREAS, in accordance with said sections of said title, and following due public notice, the Council met on August 2, 1995, at which meeting any taxpayer was privileged to appear and be heard in favor of or against any of the proposed expenditures or tax levies, and WHEREAS, it appears that publication has been duly made as required by law, of said estimates together with a notice that the Town Council would meet on August 2, 1995, at the office of the Council for the purpose of hearing taxpayers and making tax levies as set forth in said estimates, and WHEREAS, it appears that the sums to be raised by taxation, as specified therein, do not in the aggregate amount exceed that amount as computed in Title 42, Section 301.A, A.R.S., therefore be it RESOLVED, that the said estimates of revenues and expenditures shown on the accompanying schedules as now increased, reduced or changed by and the same are hereby adopted as the budget of the Town of Oro Valley for the fiscal year 1995-96. PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley, Arizona this 2nd day of August, 1995. =kO, A.4-?,t----4-7 Cheryl Skal' y, Mayor ATTEST: /AP' ac.".4.4—ttg-j Kathryn' . Cuvelier, Town Clerk APPROVED AS TO FORM: Tobin Sidles, Town Attorney 0 ':::::::::iiiiliii.F::::.::::::niii! .....:::::::::::::::::::::::::::.:.:::::.:::::::::::::::. CO CI cc (0 CO to to a) O O 0) H D u) CO LU .- 0 0 0 W F- O' 0) - CO CO (0 0 0 O a 0 IS; CO N- N- O O O LU O Z rn O tto 0 0 to O 0 CD a r a) �- M CO .1- O O (O X EA N r r r- c W co u') 0 0 N CO __J co co CO L to a) O O 0)) 'O U mC') - r- r- O O O O :) a U oc a 01 c C7 O C' co- O O a) 1- Z 0 J O Z N a rn Lo ~O ~O to 00 p -EL f) L w Q 111 CO CO Cr O in O U N a) a) a) ZEAc\J - - N a) CU L ii:::::;:aiiiiii]..iiiiiiiiiiiii:::::::8 0 0 0 N N O CC U 0 0 0 0 CO M '> C./) Z w co O 0 in o 0 0 O O a) - a) w E- U U a, O p 0- p - O O O c Zgi 0 0 0 0 U O (0 to to cKSa j ., a O Z o r O - a) (0 (0- 0 N a cc u. r- O r- N r- co co a) �, fA '- fA fA 4A fA O X c ..... ... . i o ` a_ t> a) X co ca- w W O w 0 N Z X u) 0 O O w a a N- 1. O O ~ v v as a _ coto to ,� p rn c r- D ( ›- °) - st 0 - o o .c `3 m Z ac -' 'r' `t (- N. o N - a) '1' a) a) a) 0 J 0 to �. > w w rn co- CO Ma a) co CO L L r N J ch w a N O) co D) r r r0 Q Q C Ln O a v) to 0 •. > m a " o iii N O o - ? .r 3 CC CC 2O O O LL. 2_ X aN = O 6. U N Q 0 E } rn a) Z Oj `- N w Z O O O O O O O N a) N lL ow W a, Efl OW a > Cn Q N 0 a 0 Ln j • Q a) L U) a U U E. (J) 0 H co Na) as 0 w a a) O (0 ;,, N > > 0 cn a) Ca LU LU in N- 0 o 0) cc 3 a) LU E N Z Z � M_ O M_ i i i i i p C C co O O - E Z LU w Q ~ N CO M c C 0 0 O U) 0 m VI O ct1 +� L c 0 E E a) a) • 0 O T .: (n 0 a) Q-0 O w 73 O 4 O` C D . CO �t c0 (0 r1 D a) N a i- , L - CO CO (0 o O , a) Q °) H o a, (0 1 a) 0) r- 1 : r- 0 Q x a) cc; Q . N 0 0 a) O z O U a) WO aa) aX r- a- La) W Q X0 2 - °- F- .o a) .-• Q 2 ::'_. ::T' 0 Q C C +.. a) a) 0 U tz N J x x (a L a) as > 0 W O cc CO N , W a) a) _ }, H 0 W 0 '� co c0 (pD N CC -0 - to O> 1- w )- °' .- r- f` O Fes- �U' +� C a 0 0 rn co O _ _ 1 � a) — cU a) O OD O Z rn co tp O O r- Z co 0 c -a N O O a) a m a r - c�) CO ti O X r r > > a) E W a) o w fA a_ m CO J < W Q W r- N C7 't7' LoTo a) U as O C N C N a) O a) O O «- to O +- 0 a) 0 a) ,.- 0 0 'a a) a) C CO13 o .Q)15 -• C O Q. Q) RI Z V C Z �. o �- c 3 a)> a) c a) °� a) c a`; N Li — o Li- cc ` > ai - a_ to a) a +- ca a) F- a) Q �. +, a) c Q J * a) U) N ( N O 0 A O N al N Q. (� D E W u) C N W J L Q pN F- C C _0 C N +r C C (Z N ,- + C Q C J QNDa) Oa) ODc� DC > OOa) ODxO 0 (n LL_ O LL. J LL CC F- LL 0 LL W < J Li CC F- LL_ W LL Z F- Fes- . o 0 r-- N CO d 6 (0 N- CO a) r• F- TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 GENERAL FUND: Local Taxes: Local Sales $2,272,000 $2,762,000 $3,121,000 Occupancy 135,000 140,000 145,000 Renters' 90,000 100,000 110,000 Cable Franchise 50,000 80,000 80,000 Licenses & Permits: Business 38,000 43,000 45,000 Building 1,189,000 1,180,000 913,000 Miscellaneous Permits 15,500 27,500 28,000 Intergovernmental Revenues: County Shared 67,000 125,000 125,000 Weaver Park Operating Contribution 50,000 165,000 State Shared 952,000 1,022,000 1,357,000 State Grants 122,500 196,500 229,000 Federal Grants 152,000 162,000 246,100 Charges for Services 165,500 186,350 177,400 Fines 235,000 185,000 200,000 Interest on Investments 140,000 220,000 220,000 Miscellaneous Revenues 1,500 3,000 3,000 Annexation - Contingent Revenues 500,375 TOTAL GENERAL FUND $5,625,000 $6,482,350 $7,664,875 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (1 of 3) TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 SPECIAL REVENUE FUNDS: HIGHWAY FUND: Licenses & Permits $12,000 $16,000 $16,000 Intergovernmental Revenues: Highway Users Fuels Tax 547,000 547,000 651,000 Local Transportation Assistance 112,000 90,000 101,000 State Grants 20,000 Federal Grants 120,000 76,000 Charges for Services 3,000 3,000 3,000 Interest on Investments 3,000 22,000 10,000 Developer Contributions 121,500 Miscellaneous Revenues 5,000 HIGHWAY FUND TOTALS $802,000 $678,000 $998,500 SEIZURES & FORFEITURES FUND: Forfeitures $113,500 $177,475 $84,700 Interest on Investments 1,000 Federal Grants 9,100 8,800 9,200 SEIZURES & FORFEITURE TOTALS $123,600 $186,275 $93,900 HERITAGE FUND GRANT-WEAVER PARK $150,000 TOTAL-SPECIAL REVENUE FUNDS $925,600 $864,275 $1,242,400 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (2 of 3) 0 TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 DEBT SERVICE FUNDS: Valle Del Oro Paving District $7,756 $7,360 $8,354 Naranja Road Improvement Dist. 105,062 119,900 90,391 Engle Town Hall 60 TOTAL- DEBT SERVICE FUNDS $112,818 $127,320 $98,745 CAPITAL PROJECT FUNDS Police Facility Fund $5,800 Development Services Building La Canada Dr Development Impact Fees 170,500 343,050 TOTAL- CAPITAL PROJECT FUNDS $176,300 $343,050 TOTAL ALL FUNDS $6,663,418 $7,650,245 $9,349,070 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (3 of 3) 0 TOWN OF ORO VALLEY Summary By Fund of Other Financing Sources and Interfund Transfers Fiscal Year 1995-96 PROCEEDS FROM INTERFUND OTHER FINANCING TRANSFERS SOURCES 1995-96 FUND 1995-96 IN (OUT) GENERAL FUND: Transfer to Highway Fund (874,767) Transfer to Heritage Fund Grant-Weaver Park (150,000) Transfer to Engle Town Hall (177,195) Transfer to La Canada Drive Development Impact Fee (2,580,545) Transfer to Development Service Building Construction (32,000) Sale of Assets 1,000 Total General Fund $1,000 $0 ($3,814,507) SPECIAL REVENUE FUNDS: Highway Fund $874,767 Heritage Fund Grant-Weaver Park $150,000 Total Special Revenue Funds $0 $1,024,767 $0 DEBT SERVICE FUNDS: Engle Town Hall $177,195 Total Debt Service Funds $0 $177,195 $0 CAPITAL PROJECTS FUNDS: La Canada Drive Development Impact Fee $2,580,545 Development Service Building Construction $32,000 Proceeds from the Issuance of Bonds (Parks& Recreation) $11,600,000 Total Capital Projects Funds $11,600,000 $2,612,545 $0 ENTERPRISE FUNDS: Proceeds from the Issuance of Bonds (Water Company) $10,000,000 Total Enterprise Funds $10,000,000 $0 TOTAL ALL FUNDS $21,601,000 $3,814,507 ($3,814,507) SCHEDULE D (1 of 1) TOWN OF ORO VALLEY Summary By Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE BUDGETED ADJUSTMENTS ACTUAL BUDGETED FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITURES DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 GENERAL FUND: Town Council $192,279 $183,829 $295,976 Town Clerk 160,487 163,947 196,882 Magistrate Court 268,893 264,226 298,178 Town Manager 242,486 232,516 262,360 Finance 185,567 176,634 302,950 Legal 259,297 234,327 395,016 Police-Operating & Maintenance 2,488,399 120,132 2,581,420 3,360,107 Police - Contingency for Annexations 104,342 (104,342) 451,929 Parks& Recreation 150,575 124,586 389,097 Development Services: Planning &Zoning 498,512 15,000 417,013 623,843 Building Safety 354,056 349,914 361,383 Public Works 260,453 218,530 269,295 Subtotal - Development Services 1,113,021 15,000 985,457 1,254,521 General Administration 605,555 130,000 318,455 510,682 Contingency/Reserve 3,211,534 (386,665) 1,371,668 TOTAL-GENERAL FUND $8,831,860 ($75,300) $5,265,397 $9,089,366 SPECIAL REVENUE FUNDS: HIGHWAY USERS REVENUE FUND: Public Works $1,240,721 $154,000 $966,308 $1,987,106 Contingency for Annexations 154,000 (154,000) $244,983 TOTAL- HIGHWAY FUND $1,394,721 $966,308 $2,232,089 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (1 OF 2) TOWN OF ORO VALLEY Summary By Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE . BUDGETED ADJUSTMENTS ACTUAL BUDGETED FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITURES DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 SEIZURES & FORFEITURES FUND: Police $98,481 $71,800 $164,289 $21,967 Legal 7,500 3,500 13,100 4,100 TOTAL-SEIZURES & FORFEITURES FUND $105,981 $75,300 $177,389 $26,067 HERITAGE FUND GRANT-WEAVER PARK $300,000 TOTAL-SPECIAL REVENUE FUNDS $1,500,702 $75,300 $1,143,697 $2,558,156 DEBT SERVICE FUNDS: Valle Del Oro Paving District $5,995 $6,105 $6,195 Naranja Road Improvement District 130,725 130,300 123,925 Engle Town Hall 173,440 173,440 177,195 TOTAL- DEBT SERVICE FUNDS $310,160 $309,845 $307,315 CAPITAL PROJECT FUNDS: Police Facility Construction Fund $731,721 $761,681 Development Services Bldg Construction Fun 16,000 32,000 La Canada Drive Development Impact Fees 130,000 2,964,095 Parks and Rec Acquisition & Development 11,600,000 TOTAL-CAPITAL PROJECT FUNDS $747,721 $891,681 $14,596,095 ENTERPRISE FUNDS: Water Company Acquisition $10,000,000 TOTAL- ENTERPRISE FUNDS $10,000,000 TOTAL ALL FUNDS $11,390,443 $0 $7,610,620 $36,550,932 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (2 OF 2) RESOLUTION NO(R)9 5—3 0 A RESOLUTION OF THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA, ADOPTING THE TENTATIVE ESTIMATES OF THE AMOUNTS REQUIRED FOR THE FISCAL YEAR 1995/96 AS A TENTATIVE BUDGET; SETTING FORTH THE RECEIPTS AND EXPENDITURES FOR THE FISCAL YEAR 1995/96; GIVING NOTICE OF THE TIME FOR HEARING TAXPAYERS AND FOR ADOPTING THE BUDGET FOR THE FISCAL YEAR 1995/96; PROVIDING FOR THE CONTINGENCIES; PROVIDING FOR THE USE OF FUNDS; SETTING THE LOCAL ALTERNATIVE EXPENDITURE LIMITATION FOR FISCAL YEAR 1995/96; AND, DECLARING AN EMERGENCY. WHEREAS, the A.R.S. 42-302(A) requires that cities and towns in Arizona adopt a tentative budget by the third Monday in July of each year; and WHEREAS, the Town Council and staff have met in budget work sessions to review the proposed budget; WHEREAS, the adoption of the budget will allow the Town of Oro Valley local government to provide the necessary public services for the health, welfare and safety of its citizenry; NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA: Section 1 That the statements and schedules of the tentative budget for the fiscal year 1995/96 accompany and be included as part of this resolution as attached hereto. Section 2 That the statements and schedules herein contained be adopted for the purpose as hereafter set forth as the tentative budget for the Town of Oro Valley, Arizona for the fiscal year 1995/96. Section 3 That the statements setting forth the receipts, expenditures and amounts collectible for the fiscal year 1995/96 accompany and be included as part of this resolution. Section 4 That the local alternative expenditure limitation as noted on the Summary Schedule of Estimated Revenues and Expenditures for the fiscal year 1995/96 be included as part of this resolution. Section 5 That the Town Clerk be and hereby is authorized and directed to publish in the manner prescribed by law, the estimates of expenditures, as hereinafter set forth, together with a notice that the Town Council will meet for the purpose of final hearing of taxpayers and for adoption of the budget for fiscal year 1995/96 for the Town of Oro Valley, Arizona on the 2ND day of AUGUST, 1995. Section 6 That upon recommendation by the Mayor and Council, expenditures may be made from the appropriation for contingencies, the transfers of any sums within any specific appropriation may be made only upon the approval of the Mayor and Council. Section 7 That money from any fund may be used for any of the appropriations except money specifically restricted by State Law or by Town Ordinance or Resolution. Section 8 That the various Town officers and employees by and they hereby are directed to perform all acts necessary or desirable to give effect to this resolution. Section 9 That it is necessary for the preservation of the peace, health and safety of the Town of Oro Valley, Arizona, an emergency is declared to exist and this resolution shall be effective immediately upon its passage and adoption. APPROVED by the affirmative vote of three-fourths of the Council of the Town of Oro Valley, Arizona this 12th day of July , 1995. PASSED AND ADOPTED this 12th day of July 1995. Cheryl Skal'4y, Mayor ATTEST: C4' 6--4-0J-4-‘1 Kathryn . Cuvelier, Town Clerk APPROVED AS TO FORM: Tobin S. Sidles, Town Attorney :::::::::":::::: ::::::::::::::::::::.:::::::::::::::::::::::::::::::::::: w c0 :'! to O O tN o t c0 c0 11) In 0) O O Ill D W c") L O O O_ i- F- rn - ,- CO CO CO 0 0 I I O �/� 1 1 1/1 o Z 0 in ~ O In 0 O 1 I LU D w .- - ll� 0 CO - CO a a) M M O O co X EA N •- EA W N CO CO in 0 0 CO CO O 1:iw Lo a)a H z m 6 cc J .. a) M 0 c: co O O O a O Q rn O in O 00 0 LU 0 1 0 ' I -o-_ ~ w Q a) Li, M M O O tco O :i ;; c.i. ••••""•"••• ...........*:::::::::...i......).:•.•••.•'::: cii 00 CD in CO el 11J I- CC p O up tfo 0 o 0 z O - 01 r o O 0) coCD N L u) r- r- N .- Mc,) 2 a) a I, EA EA EA EA EA L +X m a_ ..- a) x N M M a W O N Z X in 0 0 v -c O U) w a 1- co co 0 in to 0 0 L 0 �t E Qe C ~ H y rn - ,r ,T '4" O 1 1 1 1 1 aj O O E L 2 W cc f- al CSO N 0 N. CO ' ' , a, ca'�) a) a) U {p 0 co- CO ,7 M a) _ L :-.E- La a� Cp 1- > W W Of N ._i C u) W O EA a) t4 t4 t4 r ,- U) a a O J > al N OQ .. +- 0 O (CID c N W u. a N 'a U Z - ° (~.) 1- D ?► r 1 r 0 'Cl() (n N w Q Z 0 0 0 0 0 0 i NlL °Cw WfEA O W Of c • d NaF- O o v a)a N CD W U N C a s >. > a rn- LU 0 CO a) ULL. N. a) M O c�) in � 0 al > E N Z M 0- 0.) _ - C CCil_ w w E cc a ti N O co co (0 U C 13 .' 4 tri. GO EA to O •;Q L C 0 Z - E .E a) a) - u) O Q -o n +r O -10 W 0 Q_ a) `_. 'p Q. RS 'n co c00 c0 CO a) L a) a H rn - cO c0 (D I r 1 r 0 0 of a) a •. X I- 0 c) CO M ai a) — 0 C a x CD 0 Q W ' N (� C') Z U) N N a) -0 t0 >, CI Ln O a) m m a) Wx 03 Q +O_. X .r O L Q. F_ "0 13 a) 2 a. O m `a ? a , a >j6 8- W 0 N W a) a) N 0 0 cc CO W W '� c0 c0 E: co AN , 0 D w w ccn .• > j .c.; f.- ~' F-- - •-Et r- r-- 1 1 1 , 1— �� 4- A) C L �d C a LI o CI 00 0 0 ?.? (r) C) a) .. O N Qtu in a rn co U M M r- W > > y W N O X EA ? EA a, CO CO < W Cl.13 ? W r- N M 4 In:iiiii ............., X . X >, CD a) �_y ?i RS :C.3 O O •' u� O c c u, a) O +. N N O .- 0 a) Cl) a' r-. 0 a) I— crs o > a) c5 1-4 a) a) N c a) ` a) , Z U C _ O Cl) LL. 0 a -C 3 D c z 3 a, .2 ca ,2' c 0 a, .N 0 c , O ac) c o m LL u. cc a� Q 0 0 a, a) cn a) a) n c -0 a D c� N (n N 0 5' E 0 N a y a_ c4 a 5 E W N C N 0) LL. J = a) U -0 .. "B iriu- -o a, — in u- . Ts in Q-o C n Q I- fl- C .-• as N .- «' .r C C J a) a 3 4) O a) O a) O O c� D C > a) O a) O 0 j 0 2 ._ Q 0 CO LL. a LL. .1 LL. CC 1- LL. U W W Q LL. CC H LL. - ~O a .= N c") ,t cn cD N. cO a) .- F- 0 r TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 GENERAL FUND: Local Taxes: Local Sales $2,272,000 $2,762,000 $3,121,000 Occupancy 135,000 140,000 145,000 Renters' 90,000 100,000 110,000 Cable Franchise 50,000 80,000 80,000 Licenses & Permits: Business 38,000 43,000 45,000 Building 1,189,000 1,180,000 913,000 Miscellaneous Permits 15,500 27,500 28,000 Intergovernmental Revenues: County Shared 67,000 125,000 125,000 Weaver Park Operating Contribution 50,000 165,000 State Shared 952,000 1,022,000 1,357,000 State Grants 122,500 196,500 229,000 Federal Grants 152,000 162,000 246,100 Charges for Services 165,500 186,350 177,400 Fines 235,000 185,000 200,000 Interest on Investments 140,000 220,000 220,000 Miscellaneous Revenues 1,500 3,000 3,000 Annexation -Contingent Revenues 500,375 TOTAL GENERAL FUND $5,625,000 $6,482,350 $7,664,875 *Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (1 of 3) TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 SPECIAL REVENUE FUNDS: HIGHWAY FUND: Licenses & Permits $12,000 $16,000 $16,000 Intergovernmental Revenues: Highway Users Fuels Tax 547,000 547,000 651,000 Local Transportation Assistance 112,000 90,000 101,000 State Grants 20,000 Federal Grants 120,000 76,000 Charges for Services 3,000 3,000 3,000 Interest on Investments 3,000 22,000 10,000 Developer Contributions 121,500 Miscellaneous Revenues 5,000 HIGHWAY FUND TOTALS $802,000 $678,000 $998,500 SEIZURES & FORFEITURES FUND: Forfeitures $113,500 $177,475 $84.700 Interest on Investments 1,000 Federal Grants 9,100 8,800 9,200 SEIZURES & FORFEITURE TOTALS $123,600 $186,275 $93,900 HERITAGE FUND GRANT-WEAVER PARK $150,000 TOTAL-SPECIAL REVENUE FUNDS $925,600 $864,275 $1,242,400 * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (2 of 3) TOWN OF ORO VALLEY Summary By Fund of Revenues Other Than Property Taxes Fiscal Year 1995-96 ESTIMATED ACTUAL ESTIMATED REVENUES REVENUES REVENUES SOURCE OF REVENUES 1994-95 1994-95* 1995-96 DEBT SERVICE FUNDS: Valle Del Oro Paving District $7,756 $7,360 $8,354 Naranja Road Improvement Dist. 105,062 119,900 90,391 Engle Town Hall 60 TOTAL- DEBT SERVICE FUNDS $112,818 $127,320 $98,745 CAPITAL PROJECT FUNDS Police Facility Fund $5,800 Development Services Building La Canada Dr Development Impact Fees 170,500 343,050 TOTAL- CAPITAL PROJECT FUNDS $176,300 $343,050 TOTAL ALL FUNDS $6,663,418 $7,650,245 $9,349,070 • * Includes actual revenues recognized on the modified accrual or accrual basis as of the date the proposed budget was prepared plus estimated revenues for the remainder of the fiscal year. SCHEDULE C (3 of 3) TOWN OF ORO VALLEY Summary By Fund of Other Financing Sources and Interfund Transfers Fiscal Year 1995-96 PROCEEDS FROM INTERFUND OTHER FINANCING TRANSFERS SOURCES 1995-96 FUND 1995-96 IN (OUT) GENERAL FUND: Transfer to Highway Fund (874,767) Transfer to Heritage Fund Grant-Weaver Park (150,000) Transfer to Engle Town Hall (177,195) Transfer to La Canada Drive Development Impact Fee (2,580,545) Transfer to Development Service Building Construction (32,000) Sale of Assets 1,000 Total General Fund $1,000 $0 ($3,814,507) SPECIAL REVENUE FUNDS: Highway Fund $874,767 Heritage Fund Grant-Weaver Park $150,000 Total Special Revenue Funds $0 $1,024,767 $0 DEBT SERVICE FUNDS: Engle Town Hall $177,195 Total Debt Service Funds $0 $177,195 $0 CAPITAL PROJECTS FUNDS: La Canada Drive Development Impact Fee - $2,580,545- Development Service Building Construction $32,000 Proceeds from the Issuance of Bonds (Parks& Recreation) $11,600,000 Total Capital Projects Funds $11,600,000 $2,612,545 $0 ENTERPRISE FUNDS: Proceeds from the Issuance of Bonds (Water Company) $10,000,000 Total Enterprise Funds $10,000,000 $0 TOTAL ALL FUNDS $21,601,000 $3,814,507 ($3,814,507) SCHEDULE D (1 of 1) TOWN OF ORO VALLEY Summary By Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE BUDGETED ADJUSTMENTS ACTUAL BUDGETED FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITURES DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 GENERAL FUND: Town Council $192,279 $183,829 $295,976 Town Clerk 160,487 163,947 196,882 Magistrate Court rt 268,893 264,226 298,178 Town Manager 242,486 232,516 262,360 Finance 185,567 176,634 302,950 259,297 234,327 395,016 Legal Police-Operating & Maintenance 2,488,399 120,132 2,581,420 3,360,107 Police Contingency tin for Annexations 104,342 (104,342) 451,929 y Parks& Recreation 150,575 124,586 389,097 Development Services: Planning & Zoning498,512 15,000 417,013 623,843 Building Safety 354,056 349,914 361,383 Public Works 260,453 218,530 269,295 p Subtotal - Development Services 1,113,021 15,000 985,457 1,254,521 General Administration 605,555 130,000 318,455 510,682 Contingency/ Reserve 3,211,534 (386,665) 1,371,668 TOTAL -GENERAL FUND $8,831,860 ($75,300) $5,265,397 $9,089,366 SPECIAL REVENUE FUNDS: HIGHWAY USERS REVENUE FUND: Public Works $1,240,721 $154,000 $966,308 $1,987,106 Contingency for Annexations 154,000 (154,000) $244,983 TOTAL - HIGHWAY FUND $1,394,721 $966,308 $2,232,089 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (1 OF 2) TOWN OF ORO VALLEY Summary By Department of Expenditures/Expenses Within Each Fund Fiscal Year 1995-96 ADOPTED EXPENDITURE BUDGETED ADJUSTMENTS ACTUAL BUDGETED FUND EXPENDITURES APPROVED EXPENDITURES EXPENDITURES DEPARTMENT 1994-95 1994-95 1994-95* 1995-96 SEIZURES & FORFEITURES FUND: Police $98,481 $71,800 $164,289 $21,967 Legal 7,500 3,500 13,100 4,100 TOTAL-SEIZURES & FORFEITURES FUND $105,981 $75,300 $177,389 $26,067 HERITAGE FUND GRANT-WEAVER PARK $300,000 TOTAL-SPECIAL REVENUE FUNDS $1,500,702 $75,300 $1,143,697 $2,558,156 DEBT SERVICE FUNDS: Valle Del Oro Paving District $5,995 $6,105 $6,195 Naranja Road Improvement District 130,725 130,300 123,925 Engle Town Hall 173,440 173,440 177,195 TOTAL- DEBT SERVICE FUNDS $310,160 $309,845 $307,315 CAPITAL PROJECT FUNDS: Police Facility Construction Fund $731,721 $761,681 Development Services Bldg Construction Fun 16,00032,000 La Canada Drive Development Impact Fees 130,000 2,964,095 Parks and Rec Acquisition & Development11,600,000 TOTAL- CAPITAL PROJECT FUNDS $747,721 $891,681 $14,596,095 ENTERPRISE FUNDS: Water Company Acquisition $10,000,000 TOTAL- ENTERPRISE FUNDS $10,000,000 TOTAL ALL FUNDS $11,390,443 $0 $7,610,620 $36,550,932 * Includes actual expenditures/expenses as of the date the proposed budget was prepared plus expenditures/expenses expected to be made for the remainder of the fiscal year. SCHEDULE E (2 OF 2)