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002 of 2005 - Budget Amendment No. 4 to FY 2004-2005 0 05-1 B 04-15 SALT LAKE CITY ORDINANCE No. 2 of 2005 (Amending Salt Lake City Ordinance No. 63 of 2004 which adopted the Final Budget of Salt Lake City, including the employment staffing document, for Fiscal Year 2004-2005) AN ORDINANCE AMENDING SALT LAKE CITY ORDINANCE NO. 63 OF 2004 WHICH APPROVED, RATIFIED AND FINALIZED THE BUDGET OF SALT LAKE CITY, UTAH, INCLUDING THE EMPLOYMENT STAFFING DOCUMENT, FOR THE FISCAL YEAR BEGINNING JULY 1, 2004 AND ENDING JUNE 30, 2005. PREAMBLE On August 24, 2004, the Salt Lake City Council approved, ratified and finalized the budget of Salt Lake City, Utah, including the employment staffing document, for the fiscal year beginning July 1, 2004 and ending June 30, 2005, in accordance with the requirements of Section 118, Chapter 6, Title 10 of the Utah Code Annotated, and said budget, including the employment staffing document, was approved by the Mayor of Salt Lake City, Utah. The City's Policy and Budget Director, acting as the City's Budget Officer, prepared and filed with the City Recorder proposed amendments to said duly adopted budget, including the amendments to the employment staffing document, copies of which are attached hereto, for consideration by the City Council and inspection by the public. All conditions precedent to amend said budget, including the employment staffing document, have been accomplished. Be it ordained by the City Council of Salt Lake City, Utah: SECTION 1. Purpose. The purpose of this Ordinance is to amend the budget of Salt Lake City, including the employment staffing document, as approved, ratified and finalized by Salt Lake City Ordinance No. 63 of 2004. SECTION 2. Adoption of Amendments. The budget amendments, including amendments to the employment staffing document, attached hereto and made a part of this Ordinance shall be, and the same hereby are adopted and incorporated into the budget of Salt Lake City, Utah, including the employment staffing document, for the fiscal year beginning July 1, 2004 and ending June 30, 2005, in accordance with the requirements of Section 128, Chapter 6, Title 10, of the Utah Code Annotated. SECTION 3. Certification to Utah State Auditor. The City's Policy and Budget Director, acting as the City's Budget Officer, is authorized and directed to certify and file a copy of said budget amendments, including amendments to the employment staffing document, with the Utah State Auditor. SECTION 4. Filing of copies of the Budget Amendments. The said Budget Officer is authorized and directed to certify and file a copy of said budget amendments, including amendments to the employment staffing document, in the office of said Budget Officer and in the office of the City Recorder which amendments shall be available for public inspection. SECTION 5. Effective Date. This Ordinance shall take effect on its first publication. 2 Passed by the City Council of Salt Lake City, Utah, this 4th day of January , 2005. qL0- 1 01,)t./k-C__ CHAIRPERSON ATTEST: IEF DEPUTY Y RE RDER Transmitted to the Mayor on January 4, 2005 .K. Mayor's Action: Approved Vetoed ��?' j ,...,,, (...----- ,,...,e, MAYOR ATTEST: CHIEF DEPUTY CITY RECO DER ,Ft« b_.,s.., c!ty atl,,=,NY K )1 #CP (SEAL) Bill No. 2 of 2005. Published: January 10, 2005 • f"t, -Y,Q i 1.-'4 g:\ordinance 04\budget amendment#4 2004-2005 ki re.;ig. i s.,„„ ,_„,. ,- -: ,-,. .. , , . . \20,, ....„,„,,:.! 3 FY 2005 Initiatives in Budget Amendment #4 — Jan uaiy FY 2005 FY 2006 Gen. Initiative Name Initiative Gen. Fund FTE Fund FTE Amount Impact Impact New Items 1. Airport Fire Captain $48,328 $48,328 1.0 $82,848 1.0 2. Leonardo Center Utilities $105,000 $105,000 3. Fee Waiver (This is the $2,283 $2,283 Place Foundation) 4. Plan Review Services $170,000 $170,000 3.0 $180,000 3.0 5. Economic Development $55,000 $55,000 6. North Temple $40,000 Improvement 7. Yale Avenue SID $205,000 8. Wal-Mart Private $50,000 Donation -Modesto Park 9. Sugarhouse CC 700 E $500 Trees 10. Justice Court $24,600 Fingerprinting System 11. Ottinger Hall $90,000 Improvements 12. Modesto Park $94,188 Improvements 13. Solid Waste Facility $2,500,000 14. 900 South SID $130,000 14 Grant Tower Design/ $25,000 $25,000 A. Commuter Rail Grants For Existing Staff Resources 15. Rocky Mtn. HIDTA $145,800 Grants For New Staff Resources 16. Project Safe $10,000 Neighborhood Grants Requiring No New Staff Resources 17. Police Bomb Squad Van $40,205 18. American Dream Down $177,518 Payment 19. Housing Opportunities for $21,209 People with AIDS 20. FEMA Medical Response $400,000 Housekeeping 21. Refuse & Fleet Encumb $996,596 Carryover $3,337 22. Rose Park SID Increase $236,873 23. CIP & CDBG Recapture $319,625.32 $7,930.53 FY 2005 Initiatives in Budget Amendment #4 — January FY 2005 FY 2006 Gen. Initiative Name Initiative Gen.Fund FTE Fund FTE Amount Impact Impact 24. US Depart of Education $127,506.31 Adjustment 25. California Ave Bridge $41,447.92 26. Water Utility Carryover $3,016,682 CIP 27. Sewer Utility Carryover $1,683,495 CIP 28. Storm water Fund $240,000 Carryover CIP 29. Transportation Downtown $100,000 Master Plan 2 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Fire Department 2004-05 Department For Fiscal Year Airport Fire Captain Amendment#4 Initiative#1 Initiative Name Initiative Number CJ Lawrence/John Vuvk 799-4210 Prepared By Phone Number New Item Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Airport Reimbursement(1952) $ 48,328.00 $ 82,848.00 $ 82,848.00 Total $ 48,328.00 $ 82,848.00 $ 82,848.00 2. Internal Service Fund include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Fire department (at Airport) $ 48,328.00 $ 82,848.00 $ 82,848.00 Total $ 48,328.00 $ 82,848.00 $ 82,848.00 2. Internal Service Fund include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages $ 40,670.00 $ 69,720.00 $ 69,720.00 2. Employee Benefits $ 7,658.00 $ 13,128.00 $ 13,128.00 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $ 48,328.00 $ 82,848.00 $ 82,848.00 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount enter the position title Fire Captain 1 901 C $ 82,848.00 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization, or plans. F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. cause is sometimes a d►tt►cult element to identity but is essential to a t►nd►ng. It is simply►dent►ty►ng wny the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into mananamant Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Criteria-The Fire Department would increase its staffing by one Captain Position to assign two Fire Captains to adminstrative functions at the Airport. Condition-The Fire Department currently has one Fire Captain assigned to administrative functions at the Airport. Effect-The Fire Department would have the ability to separate the ARFF Training Captain and the Airport Fire Marshall functions into two poistions allowing for better management and oversight of the assigned responsibilites for each position. Cause-The Fire Department decreased its staffing in FY2004 to attain a cost savings for the Airport Fund. However, it has been determined by the Airport and the Fire Department that seperating the functions would allow for better management and oversight. The Airport has determined that the seperation is worth the additional costs it would incur. Recommendation - It is recommended that the Fire Department increase its staffing by one Fire Captain. This position would be assigned to the Airport and would be reimbursed by the Airport Fund. Salt Lake City Corporation Management and Fiscal Note Worksheet • for Budget Development and Budget Amendment Public Services Department 2004-05 Department For Fiscal Year Salt Lake Arts Academy at the Leonardo Center Amendment#4 Initiative#2 Initiative Name Initiative Number Greq Davis 535-6397 Prepared By Phone Number New Item Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Facility Maint. Rental Income 07-00093 1802 $ 105,000.00 Total $ 105,000.00 $0 $0 2. Internal Service Fund Total $0 $0 $0 3. Enterprise Fund Total $0 $0 $0 4. Other Fund Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Natural Gas 07-00093 2331 $ 35,000.00 Electrical 07-00093 2332-01 $ 70,000.00 Total $ 105,000.00 $0 $0 2. Internal Service Fund Total $0 $0 $0 3. Enterprise Fund Total $0 $0 $0 4. Other Fund Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services $ 105,000.00 5. Capital Outlay 6. Other(Specify) Total $ 105,000.00 $0 $0 Request FY05 Salt Lake Arts Academy at Leonardol l/8/20044:14 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In of Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. On July 27, 2004 the Salt Lake Arts Academy signed a lease with Salt Lake City Corporation for 15,000 square feet at the Leonardo Center. The leased space is to be used for a public charter school. The lease payment is $8,750 per month. The leasehold period is July 1, 2004 - June 30, 2005. As part of the leasehold agreement, Salt Lake City Corporation will pay the utilities for the leased space. It is believed that the utilities cost paid by Salt Lake City Corporation will be covered by the lease payments being made by the Salt Lake Arts Academy. Any utilities expense not covered by the lease payments will be recovered from the Salt Lake Arts Academy. Recommendation: It is recommended that the City Council adopt the incremental budget which supports the receipt of lease payments from the Salt Lake Arts Academy and the payment of utilities, by Salt Lake City Corporation, in support of the leased space. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Fee Waiver This is the Place Foundation Amendment#4 Initiative#3 Initiative Name Initiative Number LuAnn Clark/Sherrie Collins 535-6136 535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Fund Balance $ 2,283.00 Total $ 2,283.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund 06-00200-2550 Refund $ 2,283.00 Total $ 2,283.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services $ 2,283.00 5. Capital Outlay 6. Other(Specify) Total $ 2,283.00 BA#4 FY2005 Initiative#3 Fee Waiver This is the Place Foundl l/8/20044:35 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Chairman of This is the Place Foundation requested reimbursement of building permit fees paid to the City from 1998 through 2003. He calculated that the fees paid totaled $27,521.24 and requested reimbursement of$20,000 as a comprised amount. The Fee Fund Protocol in effect during the period in which the fees were paid did not address the timeliness of refund requests. The City Council and Administration amended the Building Permit Fee Refund Protocol on September 14, 2004. The amended protocol requires requests for refunds to be provided within six months from the date the building permit fee was paid. For this reason, it is recommended that the City Council approve a refund in the amount of $2,283. This amount includes $1,437 in permit fees paid six months prior to the Foundation's November, 2002 request and $846 paid for permit fees subsequent to this request. It is recommended that the City Council appropriate the budget and cash to facilitate this reimbursement. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Community Development 2004-05 Department For Fiscal Year Plan Review Services Amendment#4 Initiative#4 Initiative Name Initiative Number David Dobbins/Orion Goff 535-7236 Prepared By Phone Number New Item CFDA#(If Applicable) in this Cell Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Building permit fees 06-00200-125101 $ 30,000.00 $ 60,000.00 $ 60,000.00 Plan Check Fees 06-00200-125105 $ 140,000.00 $ 120,000.00 $ 120,000.00 Total $ 170,000.00 $ 180,000.00 $ 180,000.00 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Building Inspector(06-00200) $ 30,000.00 $ 60,000.00 $ 60,000.00 Building Plans Examiner(06-00600) $ 30,000.00 $ 60,000.00 $ 60,000.00 Development Review Planner(06-00600) $ 30,000.00 $ 60,000.00 $ 60,000.00 Plan Review Outsourcing(06-00600) $ 80,000.00 $ - $ - Total $ 170,000.00 $ 180,000.00 $ 180,000.00 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages $ 67,500.00 $ 135,000.00 $ 135,000.00 2. Employee Benefits $ 22,500.00 $ 45,000.00 $ 45,000.00 3. Operating and Maintenance Supply 4. Charges and Services $ 80,000.00 $ - $ - 5. Capital Outlay 6. Other(Specify) Total $ 170,000.00 $ 180,000.00 $ 180,000.00 Request FY05 BSL Positionsll/8/20044:47 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount Building Plans Examiner 1 311 30,000 Development Review Planner 1 311 30,000 Building Inspector III 1 311 30,000 • Request FY05 BSL Positionsi 1/8/20044:47 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization, or plans. Plan reviews and inspections will be completed in a more timely manner. Department goal is 3 weeks review time on plan reviews and inspection response within 24 hours of request. Current staffing levels do not allow F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. cause rs sometimes a drttrcu►t element to identity but is essential to a finding. It is simply►dent:tying wny the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into mananamant Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Building Services and Licensing Division has seen a significant and unexpected increase in development activity. Current resources do not allow the division to process plan reviews and perform inspections in a timely and acceptable manner. In order to process the increased workload the division is requesting 2 new FTEs, one building plans examiner and one development review planner. The annual plan review fee revenue is $600,000 and as of the end of October the division had collected nearly $500,000, so there is sufficient revenue to cover this expense. Future year expenses will be covered by the unbudgeted 20% increase in the plan review fees that are a result of the 20% building permit fee increase (plan review fee is 65% of the building permit fee). The division is also requesting one building inspector FTE. The annual cost of the position for the current year will be covered by the revenue so far this year that is in excess of what was budgeted. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Mayor's Office 2004-05 Department For Fiscal Year Economic Development Amendment#4 Initiative#5 Initiative Name Initiative Number Sam Guevara/Alison McFarland 535-7732 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Fund Balance $ 55,000.00 $ 55,000.00 Total $ 55,000.00 $ 55,000.00 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Mayor's Office $ 55,000.00 $ 55,000.00 Total $ 55,000.00 $ 55,000.00 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services $ 55,000.00 $ 55,000.00 5. Capital Outlay 6. Other(Specify) Total $ 55,000.00 $ 55,000.00 BA#4 FY2005 Initiative#5 Economic Development)l/18/20042:02 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The budget is being requested to provide funding for an increase in the Economic Development Program. The budget would cover the design and printing of marketing materials used for recruitment expansion and retention of businesses. It would also be used for promotional advertising, advertorial in business and economic development trade publications,credit reports run for the revolving loan fund applicants, and professional services such as neighborhood retail study and setup of business incubator models. Line Item Detail: Retention and Expansion Mailers $20,000 Layout, design, copyrighting, graphics,printing and mailing: promotional and marketing materials (small business services,revolving loan fund,business/commercial nodes of the City and available development opportunities). Economic development quarterly newsletter. Research/Economic Data/Targeted Study Areas $20,000 EDCU handles a portion of the City's research. Specific projects and survey materials require expanded research materials including study by the University of Utah Bureau of Business Research and various economic data for comparisons in preparing expansion and retention proposals. Targeted study areas for economic development in the City as well as evaluation of feasibility of business incubators, technology transfer from the University of Utah and Utah State University, specific Westside development projects, and survey of specific areas or neighborhood projects. Seminars/Memberships: $10,000 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment International Conference of Shopping Centers (ICSC)retail trade show where City forms partnerships with retail real estate agents to attract retailers to specific sites in the City. International Council of Economic Development (ICED). Best case practices from economic development practitioners around the country. Lead sharing of major businesses considering relocation, site selection research. Revolving loan fund, venture capital funding seminars and Vest Pocket Business Coalition Membership. Promotion/Event Programs $5,000 Advertising/advertorial budget for trade and business publications. This line item would also provide seed funding for the Downtown Living Tour event. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development-Transportation Division 2004-05 Department For Fiscal Year Yale Avenue SID 1300-1500 East Amendment#4 Initiative#7 Initiative Name Tim HarpstlGordon Haight/lSherrie Collins 535-7148/535-7147/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 .1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83-New Cost Center SID (Yale Ave) $ 205,000.00 Total $ 205,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83- New Cost Center SID (Yale Ave) $ 205,000.00 Total $ 205,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $ 205,000.00 6. Other(Specify)) • Total $ 205,000.00 $0 $0 Request FY05 Yale SID Neighborhood11/9/20049:35 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The residents of Yale Ave., from 1300 to 1500 East has requested that the City proceed with creating a street lighting SD for their neighborhood, A total of 50 households are involved with this SID and have submitted the necessary petition to Transportation. This project would include installation of new decorative streetlights with underground wiring on Yale Ave., 1300-1500 East. This is the capital improvements portion of the SID and would include paying for design, engineering, materials, construction and the associated Bond finance costs. The City is currently reviewing options that could reduce this cost by allowing the residents to collect the funds up front to reduce Bond finance charges or combining with other proposed SID's to share associated costs. An additional maintenance SID will be created at a later date to facilitate on-going power and maintenance. It is recommended that the City Council establish a new budget to facilitate the Yale Avenue SID Street lighting Project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Walmart Private Donation Westside Landscaping Donation Amendment#4 Initiative#8 Initiative Name Initiative Number LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83-New cost center-Westside Landscaping Donation $ 50,000.00 Modesto Park Project 83-04061 Total $ 50,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83- New cost center-Westside Landscaping Donation $ 50,000.00 Modesto Park Project 83-04061 Total $ 50,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $ 50,000.00 6. Other(Specify) Total $ 50,000.00 BA#4 FY2005 Initiative#8 Walmart Donationl l/16/200412:03 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. Wal-mart Corporation has donated $50,000 to Salt Lake City Corporation to be used for landscaping at a Westside city building or park. The donation was made after Wal-Mart determined that placing planter boxes on the top of its parking structure at it's 1300 South 300 West store was prohibitive. Placing planter boxes on the parking structure had been one of the conditions of approval made by the Planning Commission for the project, but the Planning Commission subsequently removed that condition after Wal-Mart showed that the cost to engineer the structure increased significantly with the required landscaping. The Public Services Department is recommending that the $50,000 be used to fund a portion of the costs for the Modesto Park project. It is recommended that the City Council appropriate the budget to accept this private donation and facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Salt Lake City Community Development 2004-05 Department For Fiscal Year Sugarhouse Community Council Cash Donation-Trees 700 East Median Project Amendment#4 Initiative#9 Initiative Name Initiative Number LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Total $0.00 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0.00 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0.00 $0 $0 4. Other Fund CIP 83-05075-700 East Median Island Project $ 500.00 Total $ 500.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0.00 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0.00 $0 $0 4. Other Fund CIP 83-05075-700 East Median Island Project $ 500.00 Total $ 500.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay -Trees $ 500.00 6. Other(Specify) Total $ 500.00 Request FY05 Sugarhse CC Donation11/9/20049:57 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The East Central Community Council in a joint funded project with Salt Lake City and the Utah Department of Transportation has committed to refurbish the 700 East Median Islands, 900 to 1300 South. The Sugarhouse Community Council has donated $500.00 cash to Public Services for the purchase and installation of trees in the median islands. The Sugarhouse Community Council is interested in extending this project south to the City limits at a future date. The $500.00 donation was deposited in the 700 East Median Island Project . This request is to increase the budget by $500.00 to facilitate expending the funds. It is recommended that the City Council increase the budget to accept this private donation and facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Management Services-Justice Court Division 2004-05 Department For Fiscal Year Administrative Office of the Courts Donation Amendment#4 Initiative#10 Initiative Name Initiative Number Mary Johnston Sherrie Collins 535-6421/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Total $0.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0.00 $0 $0 3. Enterprise Fund • Include detail in this cell,add rows if necessary Total $0.00 $0 $0 4. Other Fund 72 Fund Miscellaneous - Donation $ 24,600.00 Total $ 24,600.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0.00 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0.00 $0 $0 4. Other Fund 72 Fund Miscellaneous $ 24,600.00 Total $ 24,600.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay - Equipment $ 24,600.00 6. Other(Specify) Total $ 24,600.00 BA#4 FY2005 Initiative#10 Justice Court Donationl l/9/200410:06 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition vanes from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Salt Lake City Justice Court applied for and received this one time allocation of funds to purchase a live-scan fingerprinting system. The funding agency is the Management Committee of the Judicial Council, who voted to allocate $24,600 in one-time funds for the equipment. It is not a grant, it is a donation or allocation. This equipment would be used to fingerprint defendants during their arraignment at the Justice Court, if they were not booked/fingerprinted at the time of arrest as required by CJA Rule 4-609. This is important in order for all information to be submitted to BCI who retains arrest history of defendants. Currently BCI is having to manually input the fingerprints sent by the Justice Court so it is not uncommon for BCI to have the conviction information before they have the arrest information into the system. By scanning fingerprints, the Justice Court would be able to submit the information to BCI electronically, who would be able to compile all information in a more timely manner. It is recommended that the City Council establish the budget to accept this one-time donation and facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services 2004-05 Department For Fiscal Year Ottinger Hall improvements Private Donation Amendment#4 Initiative#11 Initiative Name Initiative Number Greq Davis/Sherrie Collins 535-6397/535-6150 Prepared By Phone Number New Item NA Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Total $0 $0 $0 2. Internal Service Fund Total $0 $0 $0 3. Enterprise Fund Total $0 $0 $0 4. Other Fund CIP 83 Fund New Cost Center-Donation $ 90,000.00 _ Total $ 90,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: ' 1. General Fund 0 0 Total r $0 $0 $0 2. Internal Service Fund • Total $0 $0 $0 3. Enterprise Fund Total $0 $0 $0 4. Other Fund CIP 83 Fund New Cost Center $ 90,000.00 Total $ 90,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay $ 90,000.00 6. Other(Specify) Total $ 90,000.00 $0 $0 Request FY05 Ottinger Hall improvements)l/9/200410:15 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization, or plans. F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. cause is sometimes a d►mcu►t e►ement to identity but is essential to a tind►ng. it is simply identifying wny the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into mananamant Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: The Public Services Department's Youth and Family Division is preparing to expand the YouthCity recreation programs into the Capitol Hills/Avenues communities at Ottinger Hall in Memory Grove. Ottinger Hall was awarded $100,000 of US Department of Education funds for refurbishment. The Salt Lake Rotary Club, through the Salt Lake Rotary Foundation, has committed to donate an additional $100,000 ($90,000 in cash and $10,000 of in-kind architectural services) to this project. The SL Rotary Foundation's contribution will be established via a contractual donation agreement between the Foundation and Salt Lake City Corporation. These funds will be used for building improvements to include: HVAC upgrades, restroom improvements, light fixtures, floor coverings, interior and exterior painting, and some building seismic improvements. Recommendation: That the City Council pass the necessary Resolution allowing the Mayor to sign and accept the donation and to establish the budget to facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Comm Dev-Housing and Neighborhood Dev 2004-05 Department For Fiscal Year Modesto Park Improvements Amendment#4 Initiative#12 Initiative Name Initiative Number Max PetersonlLuAnn Clark/Sherrie Collins 535-61361535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83 -83-04061 Tranfer from other projects $ 94,188.00 CIP 83 -83-05064 Parkway Trail Lighting $ (37,000.00) CIP 83 -83-03098 CDBG Cost Overuns $ (57,188.00) Total $ - $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $1 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83 -83-04061 Budget Increase Modesto Park Project $ 94,188.00 CIP 83 -83-05064 Parkway Trail Lighting $ (37,000.00) CIP 83 -83-03098 CDBG Cost Overuns $ (57,188.00) Total $ - $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay 6. Other(Specify)) Total $0.00 $0 $0 BA#4 FY2005 Initiative#12 Modesto Park Imp11/16/20049:04 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Modesto Park is being developed as a Nature Park with opportunities for youth and residents to learn and understand the development of natural landscapes in the urban environment. The existing detention basin for road run-off will remain and be upgraded to make it more aesthetically pleasing as a natural detention and absorption basin. A ground monitoring well will be constructed so that youth may learn about and monitor the ground water depth throughout the various seasons of the year. In addition, trails made of natural stabilized gravel and a learning area where students from local schools can gather to discuss the natural environment and development of natural parks will be constructed and new trees, shrubs, etc., will be introduced to the area long with an associated drip irrigation system. Currently the Modesto Park project has a total budget of $164,812 allocated in years 2002 and 2004 from CDBG and a private donation. The project has been bid and the bids are higher than anticipated. The total cost of the project is $309,000. To construct the complete project a budget increase of $144,188. is required. Engineering proposes to fund the $144,188 budget increase by recommending that the Wal-Mart donation of $50,000 be allocated to this project (this request is addressed in Initiative #8 Budget Opening); by allocating an additional $57,188 of CDBG Cost Over run funds and by reducing the amount of the Jordan River Parkway Trail Lighting at Modesto Park project by $37,000. This project currently has a budget of $100,000. Bids received indicate the low bid to be approximately $50,000. Reducing the budget by $37,000 will leave a balance of$63,000 to complete the project. It is recommended that the City Council increase the budget to facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services- Engineering Division 2004-05 Department For Fiscal Year Salt Lake Valley Solid Waste Facility Amendment#4 Initiative#13 Initiative Name Initiative Number Max Peterson/LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83 - new cost center Reimbursement From County $ 2,500,000.00 Total $ 2,500,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83 - new cost center $ 2,500,000.00 Total $ 2,500,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $ 2,500,000.00 6. Other(Specify)) Total $ 2,500,000.00 $0 $0 BA#$FY2005 Initiative#13 Landfilll l/16/20049:24 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. Salt Lake Valley Solid Waste Facility has budgeted and received approval for capital projects and landfill permitting, leachate, air and water quality monitoring at the Landfill. In accordance with an agreement between Salt Lake City and Salt Lake County, the City provides engineering support for projects at the landfill by designing and constructing the required facilities. The City pays the consultant, contactors, etc., and then is reimbursed by the County. This request establishes a budget in the amount of$2,500,000 to facilitate these projects, and to authorize the City Engineer's Office to establish budgets within the $2,500,000 to accomplish the projects. It is recommended that the City Council establish the necessary budget to facilitate this project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Comm Dev-Housing and Neighborhood Dev 2004-05 Department For Fiscal Year 900 So.,Main to 900 West Job No. 102004 Amendment#4 Initiative#14 Initiative Name Initiative Number Max PetersonlLuAnn Clark/Sherrie Collins 535-6736/535-6150 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83-83-04050 9th So. SID $ 130,000.00 Total $ 130,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP 83-83-04050 9th So. SID $ 130,000.00 Total $ 130,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $ 130,000.00 6. Other(Specify)) Total $ 130,000.00 $0 $0 BA#4 FY2005 Initiative#14 900 So SID 11/16/200410:39 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The 900 So., Main to 900 West Project design is nearing completion with an anticipated bid date of February 2005. An accurate estimate of the quantities of work to be assessed to the property owners has been made. This project includes replacement of curb and gutter including base course and excavation, 6 foot wide sidewalks, concrete driveway approach and optimal park strip sod and irrigation. It is estimated that the total amount of the neighborhoods portion of the SID is $430,000. A budget of$300,000 was established for this SID in 2004. This action will increase the budget by $130,000 for a total budget of$430,000.00 It is recommended that the City Council increase the current budget of the neighborhoods portion of the 900 So SID to facilitate the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Mayor's Office 2004-05 Department For Fiscal Year Grant Tower Design Conjunction with Commuter Rail Amendment#4 Initiative#14A Initiative Name Initiative Number D.J. Baxter 535-7735 Prepared By Phone Number New Item Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Fund Balance $ 25,000.00 Total $ 25,000.00 $ - $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Non Departmental $ 25,000.00 Total $ 25,000.00 $ - $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services $ 25,000.00 5. Capital Outlay 6. Other(Specify) Total $ 25,000.00 $ - BA#4 FY2005 Initiative#14A Grant Tower Design- Commuter Rail11/30/20043:47 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The budget is being requested to provide funding to conduct initial track and signal design work to evaluate the feasibility of constructing Grant Tower reconfiguration in conjunction with commuter rail. Total cost of the study is ($50,000)to be shared 50%with UTA. UTA is making rapid progress on its Commuter Rail project and intends to begin construction this spring. To bring commuter trains to the Salt Lake City Intermodal Hub, UTA's current plans call for the construction of two new tracks, east of the Union Pacific freight lines,through the Grant Tower area (500 North to 400 South), at an estimated cost of$10 milllion. UTA is reaching the final stages of its design process, and is eager to remain on an aggressive schedule that will allow UTA to begin commuter rail service by the end of 2007. The Administration negotiated an agreement with Union Pacific in which Union Pacific agrees to remove its trains from the 900 South line permanently if the City is able to arrange for the straightening of the Grant Tower rail curves. The rough cost estimate for this project is $40 million. Union Pacific has agreed to contribute $4.5 million, as well as deeding to the City all of its land along the 900 South corridor and the Folsom Street corridor. Our efforts to secure federal funds for Grant Tower have been unsuccessful so far, primarily for two reasons: Senator Bennett's office has expressed doubts that the project would benefit the public, and has questioned the City's commitment to the project without an assurance of some city funds. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment The Administration has proposed UTA's expenditure of$10 million in the area could be used to build commuter rail track, while also furthering the Grant Tower reconfiguration project. After some preliminary discussions, City Engineering,UTA, and Union Pacific, all believe it is both feasible and desirable to accomplish the Grant Tower work at the same time commuter rail is being constructed. This would potentially reduce overall costs for all entities, and would enable UTA's $10 million to complete some major components of the reconfiguration. We believe this would help our cause in securing federal funds,both by leveraging other funds and by reducing the amount we are requesting. Our immediate need is to hire a rail design engineer to work with Union Pacific and UTA to further explore the feasibility of constructing these projects (commuter rail and the Grant Tower reconfiguration) simultaneously. The budget for this initial design work is approximately $50,000 over the next two months, and UTA has agreed to share these costs with Salt Lake City. Because UTA is moving the commuter rail project forward so quickly, we have a brief two-month window in which to accomplish this work. After January 2005, our opportunity for these cost savings on Grant Tower will disappear. Finally, the Council should be aware that the ultimate completion of the Grant Tower realignment will almost certainly require substantial city funds. UTA, Union Pacific, and the Federal and State governments are other potential contributors, but because Salt Lake City has such a vested interest in the project(the removal of trains from 900 South and the daylighting of City Creek), we will be expected to contribute. Appropriation of the requested $25,000 does not commit Salt Lake City to any further funding,but merely keeps the door open for us to pursue this joint venture should we decide to do so. It will also provide us with a more reliable cost estimate for the project. If this design work confirms our thinking about the feasibility and desirability of combining these projects, Salt Lake City will have to make some quick decisions about whether and to what degree we are willing to fund the project. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Police Department FY 2005 Department For Fiscal Year Rocky Mountain HIDTA Executive Office of the President Office of National Drug Control Amendment#4 Initiative#15 Initiative Name Initiative Number Jerry Burton/Sherrie Collins 799-38241535-6150 Prepared By Phone Number Grant For Existing Staff 16.000 Type of Initiative Grant CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 145,800.00 Total $ 145,800.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 145,800.00 Total $ 145,800.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages $ 108,000.00 2. Employee Benefits $ 37,800.00 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $ 145,800.00 $0 $0 BA#4 FY2005 Initiative#15 Police Dept RMHIDTA11/16/200410:48 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount Officers 3 501a $ 108,000.00 Benefits x 3 37,800.00 Total $ 145,800.00 Request FY05 RMHIDTAI1/9/200410:32 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization, or plans. F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a dimwit element to identify but IS essential to a tind►ng. It is simply identifying wny the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into mananmmant Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Police Department has received regional approval to continue the Rocky Mountain High Intensity Drug Trafficking Area (RMHIDTA) grant funded by the Executive Office of the President, Office of National Drug Control Policy. This allocation will be used to continue to fund the 3 officers assigned to Metro Narcotics for drug enforcement. Funding provides approximately 86% of total funding needed. The granting agency caps benefit package reimbursement at 35% of base salary. The department proposes to fund the required match of approximately $ 24,400 from attrition savings. HIDTA is a multi-agency enforcement program that targets illegal distribution of drugs and drug It is recommended that the City Council accept the grant and appropriate the necessary budget to facilitate the Grant. The necessary resolution was previously passed, authorizing the Mayor to accept the grant and to sign all additional agreements pertaining to this particular grant Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1 - In some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2—Grant funding will be used when the use of the grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4 - None of the above. Question 1 - Will this grant fund employee positions? Yes , What programs are funded with this grant and what are the performance measures of each program? These funds will continue to pay salary and benefits of 3 Officers assigned to Metro Narcotics Task Force. Question 2 - What is the potential for continued grant funding for the position? PD will continue apply if funding is available. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? Yes Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? Yes Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable? Very Probable, High Community impact when city loses Officer Positions. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? No, allocation is geared specifically toward drug enforcement. Other local agencies receive same grant for same use. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Comm Development- Housing&Neighborhood Dev 2004-05 Department For Fiscal Year Project Safe Neighborhood State of Utah-West Valley Pass Through Amendment#4 Initiative#16 Initiative Name Initiative Number Jacob Brace/Sherrie Collins 535-60351535-6150 Prepared By Phone Number Grant Requiring New Staff Enter Grant CFDA#As Applicable Type of Initiative NA Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 • 4. Other Fund 72 Fund Miscellaneous Grant $ 10,000.00 Total $ 10,000.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 10,000.00 Total $ 10,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages $ 10,000.00 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $ 10,000.00 $0 $0 BA#4 FY2005 Initiative#16 WVC Project Safe11/16/200410:57 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount Paralegal/Executive Assistant $16. per hr. @ 12 hrs per wk x 52 wks 1 PTE 10,000.00 Total 10,000.00 Request FY05 WVC Project Safe11/9/200410:42 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. Housing and Neighborhood Development applied for and received this pass through funding from West Valley City. It is a State pass through grant to West Valley with the City being a Subrecipient of West Valley. This is the second year that Salt Lake City has received these funds. This grant is being awarded to deter gun violence in the Weed and Seed area through the adult and juvenile violent offender re-entry pilot program, gun violence prevention education for at-risk youths, and integrating new crime-mapping software to facilitate cross jurisdictional data sharing. These funds will be used to hire an hourly Paralegal/Executive Assistant to work with the Salt Lake City Prosecutors Division in identifying and filing appropriate cases involving domestic violence and gang and juvenile incidences with firearms that are coming from the City's Weed and Seed targeted area. This will be an hourly position being paid approximately $16.00 per hour for providing approximately 624 hours of services. This is a continuation grant for expansion of the current grant related services. The City Council previously adopted the Resolution authorizing the Mayor to accept the original grant award and to accept any additional grants that stem as a result of the original grant. It is recommended that the City Council appropriate the necessary budget to facilitate this Grant. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1—In some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2- Grant funding will be used when the use of the grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4- None of the above. Question 1 - Will this grant fund employee positions? Yes - it will hire a paralegal at 12 hrs per week for approximately 624 hours of service. What programs are funded with this grant and what are the performance measures of each program? NA. Question 2 - What is the potential for continued grant funding for the position? If funding becomes available SLC will apply. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? Yes. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? Yes. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable? This service will not be available. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? No. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services- Fleet Mqmt Division Police Department 2004-05 Department For Fiscal Year Utah Department of Public Safety Division of Emergency Services and Homeland Security DES-2003-ODP2-08 Amendment#4 Initiative#17 Initiative Name Initiative Number Bryce Lindeham/Greg Davis/Sherrie Collins 535-6397/535-6150 Prepared By Phone Number Grant Requiring No New Staff 16.007 Type of Initiative Grant CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Fleet Fund 61-00020 1974-72 $ 40,205.00 Total $ 40,205.00 $0 $0 3. Enterprise Fund include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant 1360 $ 40,205.00 Total $ 40,205.00 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Fleet Fund 61-00020 2750-01 $ 40,205.00 Total $ 40,205.00 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 40,205.00 Total $ 40,205.00 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services- 5. Capital Outlay $ 40,205.00 6. Other(Specify)Transfer to Fleet 2910-04 $ 40,205.00 Total $ 80,410.00 $0 $0 BA#4 FY2005 Initiative#17 Homeland Sec Bomb Squad Van11/16/200410:59 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Salt Lake City Police Department received this grant from the State Division of Emergency Services and Homeland Security. It is the same grant issued to the City to purchase the Command Vehicle two years ago. The grant purpose is to provide Emergency Management Equipment to various State municipalities. This can be an award of cash, equipment or both. This grant award includes a cash reimbursement in the amount of $40,205. and equipment which includes a Remotect Andros hazardous Duty Robot. The cash was awarded to the City for the purchase of a vehicle to transport the Robot which will be used by the Bomb Squad. The State purchased the Robot and has issued it to the City PD. The Police Department has opted for a Chev Box Van with specific interior furnishings to include insulated walls, wall cabinets, a steel desk, chair, flooring, and robot tie downs. Because this grant involves a motor vehicle, it is necessary to include the Fleet internal service fund in the budget opening as well as the Miscellaneous Grant Fund. Fleet will take ownership of the vehicle and inventory it as being purchased with grant funds. It is recommended that the City Council adopt the necessary budget to facilitate this grant . A Resolution was previously adopted authorizing the Mayor to sign and accept the grant and to sign any grants or agreements resulting in the original grant. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1 - In some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2—Grant funding will be used when the use of the grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4 - None of the above. Question 1 - Will this grant fund employee positions? No. What programs are funded with this grant and what are the performance measures of each program? Question 2 - What is the potential for continued grant funding for the position? NA. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? NA. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable? NA. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? No. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year US Department of Housing and Urban Development American Dream Downpavment Initiative (ADDI) Amendment#4 Initiative#18 Initiative Name Initiative Number LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number Grant Requiring no New Staff 14.239 Type of Initiative Grant CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 177,518.00 _ Total $ 177,518.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant $ 177,518.00 Total $ 177,518.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services $ 177,518.00 5. Capital Outlay 6. Other(Specify) • Total $ 177,518.00 $0 $0 BA#4 FY2005 Initiative#18 ADDI-Amer Dream Downpaymentl l/16/200411:50 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Cost Center/Project Name Debit Credit Miscellaneous 72 Account Fiscal Year 2003-04 allocation $81,429.00 Fiscal Year 2004-05 allocation $96,089.00 Total Allocation $177,518.00 Request FY05 ADDI Fundsl l/9/20042:16 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria vanes from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition vanes from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The US Department of Housing and Urban Development awarded Salt Lake City funding for the American Dream Downpayment Initiative for 2004 and 2005 in July of 2004. This program is administered under HUD's HOME Investment Partnership Program and requires a public process. HAND solicited project applications which were due August 2, 2004. The City Council will make their final recommendations on November 9, 2004 for both funding the 2004 and 2005 allocations. This action formalizes and establishes budgets for the projects recommended for funding by the City Council on the 9th. It is recommended that the City Council establish the appropriate budgets to accept the grant funds. A Resolution authorizing the Mayor to sign and accept the original grant agreement and any additional agreements pertaining to the grant was adopted during the normal CDBG/HOPWA/ESG/HOME/ADDI process. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1 - In some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2—Grant funding will be used when the use of the grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4- None of the above. Question 1 - Will this grant fund employee positions? NA. What programs are funded with this grant and what are the performance measures of each program? NA. Question 2 - What is the potential for continued grant funding for the position? NA. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? NA. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable ? NA. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? NA. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year State of Utah Department of Community&Economic Development Housing Opportunities for People with AIDS Amendment#4 Initiative#19 HOPWA Initiative Number Initiative Name LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number Grant Requiring no New Staff 14.241 Type of Initiative Grant CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary - Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant (72-60513) $ 21,209.00 Total $ 21,209.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grant (72-60513) $ 21,209.00 Total $ 21,209.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services $ 21,209.00 5. Capital Outlay 6. Other(Specify) Total $ 21,209.00 $0 $0 BA#4 FY2005 Initiative#19 State HOPWA-Housing Opportunities)l/16/200411:52 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The State of Utah, Department of Community and Economic Development has awarded an additional $21,209 in supplemental HOPWA funds to the City. The State identified additional carryover funds, in addition to the $100,000 already awarded, to specific HOPWA programs in fiscal year 2005. These funds will be combined with the City's HOPWA funds and awarded to the Housing Authority of Salt Lake City's HOPWA program to provide additional rental assistance for clients that are living with HIV/AIDS. These funds were awarded to Salt Lake City to avoid the State and City monitoring the same program. It is recommended that the City Council increase the appropriate budget to accept the supplemental funds. A Resolution authorizing the Mayor to sign and accept the original grant agreement and any additional agreements pertaining to the grant was adopted during the normal CDBG/HOPWA/ESG/HOME/ADDI process. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1—In some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2—Grant funding will be used when the use of the grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4- None of the above. Question 1 - Will this grant fund employee positions? NA. What programs are funded with this grant and what are the performance measures of each program? NA. Question 2 - What is the potential for continued grant funding for the position? NA. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? NA. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable ? NA. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? NA. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Fire Department 2004-05 Department For Fiscal Year US Department of Homeland Security Federal Emergency Management Agency FEMA Amendment#4 Initiative#20 Metropolitan Medical Response System(MMRS) Initiative Number EMW-2004-GR-0750 Initiative Name Raleigh BunchllSherrie Collins 799-4217/535-6150 Prepared By Phone Number Grant Requiring No New Staff 97-071 Type of Initiative Grant CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Total $0.00 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grants $ 400,000.00 Total $ 400,000.00 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Total $0.00 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72 Fund Miscellaneous Grants $ 400,000.00 Total $ 400,000.00 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services- $ 366,500.00 5. Capital Outlay $ 33,500.00 6. Other(Specify) Total $ 400,000.00 $0 $0 BA#4 FY2005 Initiative#20 Fire Fema MMRS11/16/200411:55 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The Fire Department received this continuation grant from the US Department of Homeland Security Federal Emergency Management Agency (FEMA) under the 2004 Metropolitan Medical Response System (MMRS) Program. The grant funds were awarded to the Fire Department for the expansion and sustainability of the Salt Lake City MMRS which is responsible for the coordination of multiple local first responder agencies that are essential in managing the medial and public health response to mass-causality weapons of mass destruction (WMD) terrorist attack. These funds will be used to purchase equipment including geographical information system software, automated vehicle locators, hazardous materials inventory software, a fourth radio control station for Salt Lake City Fire Department, a redundant disaster recovery system, 30 wireless mobile data terminals and modems, pharmaceutical cache supplies, and radiation detectors. In addition, the award provides for the Salt Lake MMRS to offer a total of$64,000 for sub-grants of$8,000 each to the fire departments for the cities of South Salt Lake, Midvale, Murray, Sandy, West Valley, South Jordan, West Jordan and the United Fire Authority for on-site MMRS property managers, who will serves as a point of contact for information dissemination and to maintain equipment/pharmaceutical cache inventories. Salt Lake City Fire Department will retain Dr. Steven Joyce as the Salt Lake MMRS Coordinator. The Coordinator is responsible for providing medical oversight to the emergency preparedness planning of the Salt Lake MMRS and to liaise with the all Salt Lake area hospitals. The grant funds will also fund an Executive Assistant to provide administrative support to the MMRS Coordinator and the MMRS Steering Committee and to serve as a point of contact for existing and new MMRS agencies. Finally, the Fire Department will contract with City IMS to develop a Salt Lake MMRS website that will serve as a community emergency response preparedness resource for the public and for MMRS agencies. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment G. Grant Criteria: A grant will satisfy one of the following four criteria. 1—ln some cases, the General Fund or an Enterprise Fund of the City will use grant funding for projects or programs that have been identified by the Council for future funding. The General Fund or Enterprise Fund will provide funding once grant funding 2—Grant funding will be used when the use of the_grant money will result in long-term financial savings or operating efficiencies. 3—Grant funding will allow the City to build internal capacity to continue the service in the future. 4- None of the above. Question 1 - Will this grant fund employee positions? No. Contractual Components include the Coordination and Medical Oversight. What programs are funded with this grant and what are the performance measures of each program? The SLC Fire Department acts as the Coordinator over the MMRS Weapons of Mass Destruction Planning and response program. Question 2 - What is the potential for continued grant funding for the position? NA - However the City will continue to apply if funds are available. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? NA. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable ? NA. Question 6 - Does the grant duplicate services that are provided in the private or non-profit sector? Is there a better fit in another jurisdiction or entity? No. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services Fleet and Refuse Divisions 2004-05 Department For Fiscal Year Refuse and Fleet Encumb Carryovers Amendment#4 Initiative#21 Initiative Name Initiative Number Greg Davis 535-6397 Prepared By Phone Number Housekeeping Type of Initiative Enter Grant CFDA#As Applicable Fiscal Impact of Proposed Change Estimated future $ A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Total $0 $0 $0 2. Internal Service Fund 61 Fund Fleet Fund Balance $ 996,596.00 Total $ 996,596.00 $0 $0 3. Enterprise Fund 57 Fund Refuse Reserve $ 3,337.00 Total $ 3,337.00 $0 $0 4. Other Fund Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund 61 Fund Fleet $ 996,596.00 Total $ 996,596.00 $0 $0 3. Enterprise Fund 57 Fund Refuse $ 3,337.00 Total $ 3,337.00 $0 $0 4. Other Fund Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply $ 26,618.00 4. Charges and Services $ 2,378.00 5. Capital Outlay $ 970,937.00 6. Other(Specify) $ 999,933.00 $0 $0 BA#4 FY2005 Initiative#21 Encumb carryover Fleet and Refusel1/9/20044:55 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Encumbrance Roll Detail Object Code Amount Refuse Fund 2222 701 2295 397 2289 67 Total O&M 1,165 233609 45 2305 640 233609 135 254970 1,352 Total C&S 2,172 Fleet Fund 2212 15 2233 48 2234 9,282 2298 944 2299 4,989 223401 214 224101 706 224104 8,971 224106 106 224111 178 Total O&M 25,453 2395 151 254970 55 Total C&S 206 Bronto Fire Apparatus 2750 959,040 Band Saw&Drill Press 2750 11,897 Total Capital 970,937 BA#4 FY2005 Initiative#21 Encumb carryover Fleet and Refusel l/18/20042:33 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization, or plans. F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identity but is essential to a finding. It is simply identifying wny the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into mananamant Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: State law requires that all budgets, except that of the Capital Project Fund, lapse at June 30th or fiscal year end. Historically, purchase orders encumbered near the end of the fiscal year are not paid by June 30th and therefore the payment will occur in the next fiscal year. Because the budget from the prior fiscal year lapsed, it is necessary to again appropriate funds to cover the purchase commitments made in the prior year and paid in the current year. The funding source for this type of transaction is fund balance. Cash or revenue collected in the prior year and not spent lapses to fund balance or cash reserves and is therefore available to cover the commitments made. This amendment request will appropriate budget in the Refuse Fund of$3,337 and in the Fleet Fund of$996,596. There is adequate fund balance and reserves available in the funds to accomplish this request. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development-Transportation Division 2004-05 Department For Fiscal Year Rose Park SID Amendment#4 Initiative#22 Budget Increase Initiative Number Initiative Name Tim Harpst!Gordon Haight//Sherrie Collins 535-71481535-71471535-6150 Prepared By Phone Number Housekeeping Enter Grant CFDA#As Applicable Type of initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund Fund 30 Miscellaneous SID Accounts $ 236,873.00 Total $ 236,873.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund Fund 30 Miscellaneous SID Accounts $ 236,873.00 Total $ 236,873.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $ 236,873.00 6. Other(Specify)) Total $ 236,873.00 $0 $0 BA#4 FY2005 Initiative#22 SID Roseparkl l/12/20041:46 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Cost Center/Project Name Current Budget Increase Amount New Budget 30-12700 $ 71,000.00 $ 27,567.00 $ 98,567.000 30-13000 $ 200.00 135,428.00 $ 135,628.000 30-23100 $ 90,000.00 40,533.00 $ 130,533.000 30-34100 $ 30,000.00 28,887.00 $ 58,887.000 30-24800 $ 6,000.00 4,458.00 $ 10,458.000 $ 197,200.00 $ 236,873.00 $ 434,073.00 BA#4 FY2005 Initiative#22 SID Roseparkl l/12/20041:46 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. Several of the Fund 30 cost centers for the Rose Park Lighting SID have collected more cash than available budget. This action increases the budgets in those cost centers to facilitate the expenditure of the actual cash received. The Rose Park Lighting SID was established to provide additional decorative street lighting and to replace existing lighting within the Rose Park area as needed. It is recommended that the City Council increase the budgets in the various Fund 30 Cost Centers for the Rose Park Lighting SID to facilitate expenditure of the actual cash received. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Recaptured CIP General Fund 2000-2003 Amendment#4 Initiative#23 &Recaptured CIP CDBG 2003 Initiative Number Initiative Name LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Number Housekeeping Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary $0.00 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP Fund 83-04099 Fund Balance $ 319,625.32 CIP Fund Miscellaneous General Fund Projects $ (319,625.32) CIP Fund 83-03098 CDBG Fund Balance $ 7,930.53 CIP Fund Miscellaneous CDBG Fund Projects $ (7,930.53) Total $ - $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4. Other Fund CIP Fund 83-04099 Fund Balance $ 319,625.32 CIP Fund Miscellaneous General Fund Projects $ (319,625.32) CIP Fund 83-03098 CDBG Fund Balance $ 7,930.53 CIP Fund Miscellaneous CDBG Fund Projects $ (7,930.53) Total $ - $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $0 $0 $0 BA#4 FY2005 Initiative#23 CIP Recaptures11/12/20041:53 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Cost Center/Project Name Debit Credit CIP Fund (Genral Fund Funding Source) # 83-99006 Backflow Prevention, Phase II $ 428.83 83-00008 Drinking Fountain Cross Connection _ 1,666.22 83-02022 Jordan River Peace Garden Irrigation 34.44 83-02048 Guardsman Way 314,424.65 83-03013 Sugarhouse Business District 3,071.18 83-04099 CIP Fund Balance $ 319,625.32 Total GF $ 319,625.32 $ 319,625.32 CIP Fund(CDBG Funding Source) 83-03057 100% Sidewalk Replacement 7,930.53 83-03098 CDBG Fund Balance $ 7,930.53 Total CDBG $ 7,930.53 $ 7,930.53 Total all funds $ 327,555.85 $ 327,555.85 BA#4 FY2005 Initiative#23 CIP Recaptures)l/12/20041:53 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. This action will decrease the remaining budgets and cash balances of completed and or closed CIP Funded Projects from Years 1999-2003 and increase the budget and cash of CIP Fund Balance in year 2004 for CIP project cost over-runs. This action involves closing five (5) projects totaling $319,625.32. In addition, this request will decrease the remaining budget of one (1) completed Community Development Block Grant (CDBG) Fund Project, totaling $7,930.53 from Year 2003 and increase the budget of the same years CDBG Fund Balance for project cost over-runs. It is recommended that the City Council adopt the appropriate action to decrease the remaining budgets and cash of completed CIP Fund Projects and increase the 04 CIP Fund Balance account; and decrease the remaining budget in the completed CDBG project and increase the 03 CDBG Fund Balance. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Comm Development - Housing&Neighbor Dev 2004-05 Department For Fiscal Year US Department of Education Amendment#4 Initiative#24 Budget Adjustments Initiative Number Initiative Name Greg Davis/Sherrie Collins 535-6150 Prepared By Phone Number Housekeeping Enter Grant CFDA#As Applicable Type of Initiative NA Fiscal Impact of Proposed Change A.Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1.General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3.Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4.Other Fund 72 Fund Miscellaneous Grants $ 127,506.31 72 Fund Miscellaneous Grants $ (127,506.31) $ $0 $0 B.Expenditures Impacted by Fund and Source: 1.General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2.Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 4.Other Fund 72 Fund Miscellaneous Grants $ 127,506.31 72 Fund Miscellaneous Grants $ (127,506.31) $ - $0 $0 C.Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4.Charges and Services 5.Capital Outlay 6. Other(Specify) Total $0 $0 BA#4 FY2005 Initiative#24 EDGAR11/12/20041:54 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Reduce Budget Increase Budget Remaining Budget 72-63001 Fairmont Cottage Programming $ 16,032.54 $ 47,406.00 72-63002 Ottinger Hall Programming $ 17,163.36 $ 52,406.00 72-63003 Liberty Park Programming $ 64,904.67 $ 57,406.00 72-63004 Sorenson Center Programming $ 7,161.72 $ 32,000.00 72-63005 Central City Programming $ 14,881.89 $ 10,000.00 72-63006 Global Artways Programming $ 13,255.30 $ 40,500.00 72-63008 Grant Admin year 1 - No Change $ 19,586.63 72-63009 Fairmont/Ottinger Refurbishment $ 6,295.41 $ 100,000.00 72-63010 Boxing Building Refurbishment/Admin Offices $ 81,055.11 $ 60,000.00 72-63011 2nd year Admin $ 34,262.62 $ 147,454.97 Total $ 127,506.31 $ 127,506.31 $ 566,759.60 BA#4 FY2005 Initiative#24 EDGAR11/12/20041:54 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The first US Department of Education appropriation ($1.2 Million), received in FY 02-03 has a current balance of $566,729.80. This request is to make adjustments to the current budget by reducing various budgets of completed projects and/or where the original budget established will not be expended before the end of the grant period; and by increasing various budgets where additional funds are needed to continue programs at various Youth City sites. The revised budgets are as follows: It is proposed to reduce the Youth City program budgets at Fairmont Cottage by $16,032.54, Ottinger Hall by $17,163.36 and Global Artways by $13,255.30. These budgets currently pay the site FTE Coordinator's salary and the PTE teachers who provide services at each site. It is also proposed to reduce the Boxing Building refurbishment budget by $81,055.11 leaving a remaining budget of $60,000 to facilitate the refurbish admin office space. The proposed increases include the Youth City program budgets at Liberty Park by $64,904.67 and Central City by $14,881.89 to support increased costs within these two (2) budgets due to program expansion. Program expansion will increase at Sorenson Center by $7,161.00. These three (3) budgets currently pay the FTE site Coordinator's salary and the PTE teachers who provide programs at the sites. It is proposed that the Fairmont/Ottinger budget be increased by $6,295.41 creating a budget of$100,000 for refurbishments that are currently underway. It is proposed that the 2nd year Admin budget be increased by $34,262.62. This budget pays for supplies, equipment, O&M, and contracts with outside providers. All budget adjustments have been approved by the Department of Education pending approval of the Council's recommendations. It is recommended that the City Council appropriate the necessary budget changes to facilitate this Appropriation. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Comm Develop-Housing and Neighbor Dev 2004-05 Department For Fiscal Year California Ave. Bridge Amendment#4 Initiative#25 Job No. 107004 Initiative Number Initiative Name Max PetersonlLuAnn Clark/Sherrie Collins 535-61361535-6150 Prepared By Phone Number Housekeeping Enter Grant CFDA#As Applicable Type of Initiative Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP Fund -Class"C"Cost Overrun 83-04094 $ (41,447.92) CIP Fund - New cost center Class"C" $ 41,447.92 Total $ - $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund CIP Fund -Class"C"Cost Overrun 83-04094 $ (41,447.92) CIP Fund - New cost center Class"C" $ 41,447.92 Total $ - $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services Final UDOT Bill $ 41,447.92 5. Capital Outlay 6. Other(Specify)) Transfer from Overrun $ (41,447.92) Total $ - $0 $0 BA#4 FY2005 Initiative#25 California Ave Bridget l/10/20041:33 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization F. Issue Discussion: A complete justification will contain a discussion of each of the elements mentioned below; criteria, condition, effect, cause and recommendation. Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis cannot be effective. The criteria varies from issue to issue. In straightforward cases, it can be an ordinance or policy. In other cases, it may be an industry standard or comparable data from another city. Condition is a description of current practices. It is the information to which the criteria is compared. Effect is the difference, if any, between the condition and criteria. It is best described in terms of a dollar impact or a service level impact. If an effect cannot be identified, there is no finding. Cause is sometimes a difficult element to identify but is essential to a finding. It is simply identifying why the condition varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management Recommendation is made in a way that addresses the cause. By doing so, it is most likely to result in improving the condition to be in line with the criteria. Issue Discussion: Type discussion here. Use additional cells if necessary. The California Ave., Jordan River Bridge Replacement project received a UDOT grant under the Federal Bridge Replacement Program in 1997. These grants require a 20% Match. In the March 2004 budget opening, a Class "C" Cost Overrun Account was established by recapturing funds from old and completed Class "C" projects. This overrun account was created to cover the City's share of cost over-runs of Class "C" Projects, to pay final invoices of completed UDOT administered projects and to meet the City required match for these grants. The bridge project was completed in July of 2002. In July 2004, UDOT finalized the project and billed the City for the remainder of the project match in the amount of$67,731.00. Of this amount, Public Utilities portion is $26,283. leaving a balance of$41,448 to be paid from the City's Class "C" Fund. The timeframe of the project being finalized and invoicing the City for final payment, is typical of UDOT administered projects. The Engineering Division is requesting that a new budget in the amount of $41,448 be created in the 83 fund, reducing the Class "C" Cost Overrun Account budget and cash by the same amount to pay the final invoice submitted to the City by UDOT. It is recommended that the City Council establish a new budget and reduce the Class "C" Cost Overrun Account budget and cash in the amount of$41,448 to facilitate final payment to UDOT. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Public Utilities-Water Utility Fund 2004-05 Department For Fiscal Year Carryover Capital Projects Amendment#4 Initiative#26 Initiative Name Initiative Number Jim Lewis 483-6773 Prepared By Phone Number Housekeeping CFDA#(If Applicable)in this Cell Type of Initiative CFDA Number Fiscal Impact of Proposed Change 2nd year of biennium Biennial Period A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund 51 Water Fund Carryover projects-Reserves $ 3,016,682.00 Total $ 3,016,682.00 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund • 51 Water Fund Carryover projects $ 3,016,682.00 Total $ 3,016,682.00 $0 $0 4. Other Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay $ 298,000.00 6. Other(Specify) Capital Improvements $ 2,718,682.00 Total $ 3,016,682.00 $0 $0 • BA#4 FY2005 Initiative#26 Water Carryover Capital Imp11/16/200411:57 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization The Water Department will require this amendment to complete projects that have been delayed or started but not completed at year end, which require funding in this fiscal year. F. Issue Discussion: The Water Utility is asking to amend the 2004-2005 budget for carryover projects and equipment purchases. Criteria- The Water Utility is requesting that the budget be amended to fund projects which were budgeted in the prior year, but not expended until this year. This will allow the continuation of the Utilities capital improvement program. Condition - This is an established annual process to open the budget for carryover projects for each of the Utility Enterprise Funds. Effect- The major impact of this amendment is a shift of funding from last year to this year. cause Due to the fiscal year ending on June 30th of each year, which falls in the middle of a normal summer construction period. Projects are started in one budget period and completed in the next. The Utility tries to anticipate the amount of projects which will carryover into the next year, however projects and timing always change. Recommendation - We recommend approval of the amendment to allow the existing capital improvement program to continue as approved. Issue Discussion: Carryover Waterlines - $2,718,682 Carryover Equipment - 298,000 Total Amendment $3,016,682 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Public Utilities-Sewer Fund 2004-05 Department For Fiscal Year Sewer Carryover Capital Projects/New CIP Project Amendment#4 Initiative#27 Initiative Name Initiative Number Jim Lewis 483-6773 Parpared By Phone Number Housekeeping CFDA#(If Applicable)in this Cell Type of Initiative CFDA Number Fiscal Impact of Proposed Change 2nd year of biennium Biennial Period A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund 52 Fund Carry over projects/capital outlay-Reserves $ 683,495.00 52 Fund CIP Oil Drain project-Donations $ 1,000,000.00 Total $ 1,683,495.00 $0 $0 4. Other Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 3. Enterprise Fund 52 Fund Carry over projects/capital outlay $ 683,495.00 52 Fund CIP Oil Drain project $ 1,000,000.00 Total $ 1,683,495.00 $0 $0 4. Other Fund Include detail in this cell,add rows if necessary Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay $ 113,495.00 6. Other(Specify) Capital Improvements $ 1,570,000.00 Total $ 1,683,495.00 $0 $0 BA#4 FY2005 Initiative#27 Sewer Carryover Capital Imp1 1/1 6/20041 1:59 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions, structure and organization The Sewer Utility will require this amendment to complete projects that have been delayed or started but not completed at year end, which require funding in this fiscal year. F. Issue Discussion: The Sewer Utility is asking to amend the 2004-2005 budget for carryover projects and equipment purchases. The Utility is also asking for increased funding for the Oil Drain Project. The original budget was for our share of the project only. The budget needs to be increased to include the portion of the project funded by donations from the other participating agencies. Criteria- The Sewer Utility is requesting that the budget be amended to fund projects which were budgeted in the prior year, but not expended until this year. This will allow the continuation of the Utilities capital improvement program. Condition - This is an established process to open the budget for carryover projects for each of the Utility Enterprise Funds. Effect- The major impact of this amendment is a shift of funding from last year to this year. Cause Due to the fiscal year ending on June 30th of each year, which falls in the middle of a normal summer construction period, Projects are started in one budget period and completed in the next. The Utility tries to anticipate the amount of projects which will carryover into the next year, however projects and timing always change. Recommendation - We recommend approval of the amendment to allow the existing capital improvement program to continue as approved. Issue Discussion: Carryover Sewerlines - $ 170,000 Carryover Equipment- 113,495 Cogeneration System - 400,000 Oil Drain Project - 1,000,000 Total Amendment $ 1,683,495 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Please enter information into green shaded cells where applicable Public Utilities -Stormwater Fund 2004-05 Department For Fiscal Year Stormwater Carryover Capital Projects Amendment#4 Initiative#28 Initiative Name Initiative Number Jim Lewis 483-6773 Parpared By Phone Number Housekeeping CFDA#(If Applicable)in this Cell Type of Initiative CFDA Number Fiscal Impact of Proposed Change 2nd year of biennium Biennial Period A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005-06 FY 2006-07 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund 53 Fund Carry over-Reserves $ 240,000.00 Total $ 240,000.00 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 3. Enterprise Fund 53 Fund Carry over-Capital Imp Projects $ 240,000.00 Total $ 240,000.00 $0 $0 4. Other Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay $ 240,000.00 6. Other(Specify) Total $ 240,000.00 $0 $0 BA#4 FY2005 Initiative#28 Stormwater Carryover Capital Imp11/16/200412:00 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment E. Measured or measurable Impact on functions,structure and organization The Stormwater Utility will require this amendment to complete projects that have been delayed or started but not completed at year end, which require funding in this fiscal year. F. Issue Discussion: The Stormwater Utility is asking to amend the 2004-2005 budget for carryover projects and equipment purchases. Criteria- The Stormwater Utility is requesting that the budget be amended to fund projects which were budgeted in the prior year, but not expended until this year. This will allow the continuation of the Utilities capital improvement program. Condition - This is an established annual process to open the budget for carryover projects for each of the Utility Enterprise Funds. Effect- The major impact of this amendment is a shift of funding from last year to this year. Cause Due to the fiscal year ending on June 30th of each year, which falls in the middle of a normal summer construction period. Projects are started in one budget period and completed in the next. The Utility tries to anticipate the amount of projects which will carryover into the next year, however projects and timing always change. Recommendation - We recommend approval of the amendment to allow the existing capital improvement program to continue as approved. Issue Discussion: 400 West Lift Station - $ 70,000 1910 West Lift Station - 50,000 800 North Starcrest Drive 120,000 Total Amendment $ 240,000